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Home My WebLink About04-0054E~at~ of mJ~o kn~ u Register of Wills of Cumber land County, Pennsylvania PETITION FOR GRANT OF LETTERS Richard E. Gourley ,Deceased Social Sec~d~y No. 202-36-9644 ~~ 'A' ~ ~' B~OW:) ~ Pro~le and Grant of LeWem Tes~men~ ~ a~r ~t PeiraeUs) ~ ~e ~ rix n~ b ~ ~ ~1 ~ · .~,~ October 6, 1986 ~~,)~ N/A Except as follows, Decedent dd not man',/, was not divoroed, and ~d not ham · child ~ or adopted alter exeoJl~on of the dcx:umenl~ offered for probate; was not the vicl~m of · lulling end was nevm. adjudcated incompetent: B. Grant of Letters of Administration Petitioner(s) after · prope~ ~earch haUhave asoertaJned Itml Deoeden! left no W',JI and Win lurvived by the following Ipou~e (if any) and heim: ------------. Re~m~ip Reside~e (C. OMPLEll~ IN ALL CASES:) Decedent was domiciled -f death in Cumber land o, prir~pa~ reside~e mt. 101 Sholl¥ Drive ~ Mechanicsbur~, Oeced~nt~n 58 year~ofmge, cled December 9 .~.2003, 101 Sholl¥ Dr.~ Decedent mt death owned proper~ ~th es~ma~d v~ues a~ ~: (L~=~ (1! dom.'led in PA) All pemon~l p~pe.y $ (1! not d<x~'led in PA) Pm'~onaJ properly in Pennsylvania $' (If not dom.'led in PA) Pe~onai property In County $ VaJue of mai e~tate in PennsyIva~, Courtly, Pennsylvania, w~th hi~Jher last family PA 17055 (Upper Allen Township) Mechanicsburg, PA 17055 Wherefore. Peti6oner(s) respectfully request(s) the probate o! the last Will and Codiml(s) presented wil~ this PetY~on and the grant of let'mm in ~e app~opdate form t~ Ihe under·on·d: Fo~m eRW*l Page 1 et 2 Prepared by It~ Pennsylv~n~ B~' A~:~d~ia~ lg~1 ~ Mechanicsbur~ ~ ~7-~ Oath of Personal Representative Commonwealth of Pennsylvania County o! Cumberland The Petitioner(s) ~-'~ove*named swear(s) or affirm(s) that the statements In the foregoing Petition are true and correct to the best of the knowledge'and belief o! Petitioner(s) and that, as personal representative(s) of Sworn to or affirmed and subscribed Diane~Go~r-ley -- - For the .~st e r Estateo! Richard E. Gourley Deceased e cumyNo: 202,.36-9644 Date of Death: December 9, 2003 AND NOW, ~"'~/~,(~.,.~,~-.~.' e,.Q.~ . ,.~~, in consideration of the Petition on th~reverse side l~ereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~] Testamentary ~ Of Administration are hereby granted to Diane Gourle¥ in the above estate and that the Instrument(s) dated October 6 ~ 1986 described in the Petition be admitted to probate and filed of record as the last Wiil of Decedent. Letters ..................... $ Short Cectificate(s) .... $ Renunciation ............ $ Affidavits ( ) ...........$ Extra Pages ( ) ......... $ Codicil ...................... $ JCP Fee ................... Inventory .................. Other ....................... $ TOTAL ............. Attorney: Craig A. Diehl, Esquire LO. No: 52801 Address: 3464 Trindle Road Telephone: Camp Hill, PA 17011-4436 (717) 76:3-7,.61,3, ,, F-om~eRW-~ P~K~2 of 2 SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. LAST WILL AND TESTAMENT OF RICHARD E. GOURLEY I, RICHARD E. GOURLEY, of Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there is no cemetery lot available for.my interment owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefore funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative, shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. SECOND I give, devise and bequeath all the rest, residue and remainder of my estate to my beloved wife, DIANE GOURLEY, absolutely and in fee simple, if she survives me by thirty (30) days. THIRD In the event that my wife, DIANE GOURLEY, fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate to my beloved son, JUSTIN BARRETT GOURLEY. FOURTH In the event that my wife, DIANE GOURLEY, predeceases me, I appoint my brother and his wife, DONALD GOURLEY and LINDA GOURLEY, Guardians of the person and property of my minor child. FIXTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. SIXTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his or her absolute discretion: (a) to retain in the form received, or to sell either at public or private sale any real or personal property; - 2 - SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Executor be performed by my brother, DONALD GOURLEY. EIGHTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, RICHARD E. GOURLEY, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four typewritten pages, the first three of which bear my signature in the margin for identification, this ~ ~ SEAL) Signed, sealed, published and declared by the~bove-named Testator, RICHARD E. GOURLEY, as and for his, Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. ~~/ ' ~ ADDRESS .... ADDRESS - 4 - COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. WE, RICHARD E. GOURLEY, EDWARD E. GUIDO, and SUZANNE M. RUNYON, the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testatment and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Will as witness and that to the best of their knowledge the knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence.~/~// ~~G~e s~/ Edwar~ E. Guido/Withess Suza~ne M.-Runyon, W~t~ess Subscribed, sworn to and acknowledged before me by RICHARD GOURLEY the Testator, and subscribed to and sworn or affirmed to before me by EDWARD E. GUIDO and SUZANNE M. RUNYON witnesses, this ~- day of O~~ , 1986. Not KANDI -~-~I. ENKER, ~ofa~ Pub~ Cariis!e, Cumber]and Co., Pa. My Commission Expires Feb. 20, 1989 - 5 - his is to certify that the information here given is correctly copied from an original certificate of death dub, filed with me as Local Re. gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent fiiing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 994!514 No. · l ~ Local Registrar ' Date 58 v,. Cumberland Richard E. Gourley Oct 25, 1945 Upper Allen Twp. very Restaurant 101 Sholly Drive Mechanicsburg, Pennsylvania Ellis "Joe" Gourley Diane M Gourley COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH · Male 202- 36 _ 9644 ,. December 9, 2503 Harrisburg, ,,.~ ~ ~,-~ ~ ~ ~ .~ ~ ~ 101 Sholly Drive ~ ~.~ ~.~.~- ' White Married Diane M, Maney -.. ~,._. Pennsylvania _ ~ Cumberland ~? ~THER'SNAME(Fd. M~,M~n~e) Helen Evans ~. 101 Sholly Drive Mechanicsburg, Pa. 17055 Dec 13, 2003 ~rg, Pa. 17055 FD-014318-L L.. Myers Funera Home, Inc. 37 East Main Slreet Mechan csbur9, Pa 17055 PE FIFORMEO? DUE ~O (OR AS A CONSEQUENCE 0~: SlG NAt', ~:~'9 TITLE OF: CERTIFIER .... -,5 /tc D~E FILED(M~ Day CERTIFICATION OF NOTICE UNDER RULE 5.6(aj Name of Decedent: RICHARD E. GOURLEY Date of Death: December 9, 2003 Will No. 21-04-0054 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 2, 2004 : Name Address Diane Gourle 101 Sholl Drive Mechanicsbur PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A Date: February 2, 2004 Signature~~' ~'~-a/~ Name Craig A. Diehl, Esquire Address 3464 Trindle Road Camp Hill, PA 17011-4436 Telephone (717) 763-7613 Capacity: · Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA REV-1500 D~°ARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN HARRISBURG, PA 17128-0601 RESIDENT DECEDENT DECEOEN S.*ME (LAST, F,RST, AND M,DOLE GOU~.T.~ ¥ ~ RTCHARD DATE OF DEATH (MM-DD-YEAR) 12-09-2003 OFFICIAL USE ONLY FILE NUMSER 2 i -- 04 00054 YF-~R NUMBER SOCIAL SECURITY NUMSE R 202-36-9644 ~1 DATE OF BIRTH (MM-DD-YEAR) THIS I~FURN MUST BE FILED IN DUPLICATE WITH THE UJ O 10-25-1945 REGISTER OF WILLS ~1~1 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ I ~ 1. Ohginal Return ~ 2. Supplemental Return O ~.'~'IFilt I 4. Limited Estate [~] 4a. Future Interest Compromise (date of de.th aft,r 1212~2) :o5 O ~ Ir~] 6 Decedent Died Testate (Attach copy of Will) ~ 7. Decedent Maintained a Living Trust (Attach copy or'rust) [~ 3. Remainder Return (~a~e of death pdor to 12-13~2) E~5. Federal Estate Tax Return Required ~9. Litigation Proceeds ReceN~d 10. Spousal Poverty Cradit ~ 8. Total Number of Safe Deposit Boxes NAME CRAIG A. DIEHL~ ESQUIP, E~ C.P.A. FIRM NAME (If Applicable) LAW OFFICES OF CRAIG A. DIEHL TELEPHONE NUMBER (717) 763-7613 5~971.76 COMPLE3E MAILING ADDRESS 3464 TRINDLE ROAD CAMP HILL, PA 17011-4436 1 Real Estate (ScheduleA) (1) .00~"~ 2. Stocks and Bonds (Schedule S) (2) i , 292 . 08 3. Close y He d Corporation. Partnership or Sole-Propedtorship (3) . 00 4. Mortgages & Notes Receivable (Schedule D) (4) . 5. Dash. Bank Deposits & Miscellaneous Personal PropeAy (Schedule E) (5) 4,679.68 6 Jointly Owned Property (Schedule F) [~] Separafe (6) . 00. Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probata Property (7) . 00 (Schedule G or L) 8 Total Gross Assets (total Lines 1-7) (9) 9. Funeral Expenses & Administrative Costa (Schedule H) (9) 9 t 9B5.13 10. Debts of Decedent. Mortgage Liabilities. & Liens (S~edula l) (10) 2~;053.65 11. Total Deductions (total Lines 9 & 10) (11 ) 12 Net Value of Estafe (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequesta/Sec 9113 Trusta for which an election to tax has not been made (Schedule J) (13) 14 Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 39~038.78 -33,067.02 .00 (14) -33,067.02 15. Amount of Line 14 taxable at thespousaltax rate. or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 ta~able at sibling rate 18 Amount of Line 14 taxable at collateral rate 19. Tax Due .00 x.0 0 (ts) .00 .00 x.0 45 (10) .00 .00 x,12 (17) .00 .00 x.15 (ts) .00 (19) . O0 Decedent's Complete Address: I MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2, Credits/Payments A. Spousal Poverty Credit .00 B. Prior Payments .00 C. Discount .00 3. Interest]Penalty if applicable D. Interest .00 E. Penalty .00 Total Credits (A + B + C) (2) TotallnteresFPenalty(D + E) (3) 4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund .oo (4) .00 .00 .00 .00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) .00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make to: REG,,~ i ~_.~ OF WILLS, AGENT (5B) .o0 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... b. retain the right to designate who shall use the property transferred or its income; ......... c. retain a reversionary interest; or ................................ [~ [~] d. receive the promise for life of either payments, benefits or care? ................. 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary desianation'~ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct an~ complete 101 SHOLLY DRIVE~ MECHANICSBURG~ PA 17055 SIGN,~.~ R E OF PREPARF..~O]~ER ~'~N REPR, ESENTA~]VE DAT 3464 TRI~ RO~, ~ RTT.T,t PA 17011-4436 T~t~ ~:ed on the net ~ue ~ transits to or ~r the use ~ the d~gs siblings is 12% (72 P.8, ~9116{a)(1.3)]. A sibling is d~.~, under S~ion 9102, as an REV-1503 EX + (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESID~3~T DECEDENT ESTATE OF FILE NUMBER RICHARD E. GOURLEY 21-04-00054 All property jointly.owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE OF DEATH ITEM NUMBEF DESCRIP~ON 1. STOCK OPTION DATED 7/1/96 TO PURCHASE 62 SHARES OF YUM! BRANDS @ $13.74/SHARE - STOCK OPTION EXPIRES 6/30/06. STOCK VALUE @ DATE OF DEATH WAS $34.58/SHARE, THEREFOP, E, DATE OF DEATH VALUE OF THE STOCK OPTION IS $20.84/SHA~E TOTAL (Also enter on line 2, Recapitulation) 1,292.08 $ 1~292.08 3w4696 ~ ooo (If more space is needed, inse~ additional sheets ~ the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER RICHARD E. GOURLEY 21-04-00054 Include the proceeds of litigation and the date the proceeds were recei~d by the estate. All property jolnfly-~wned wlt~ the tight of eurvlvomhlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1,774.68 PNC BANK - CHECKING ACCOUNT NO. 5070060407 DATE ESTABLISHED: 04/14/1989 DATE OF DEATH BALANCE: $1,774.68 ACCRUED INTEHEST: $0.00 1996 GEO PRIZM SEDAN, 140,000 MILES PA DEPT. OF ~EVENUE - HEFUND FROM 2003 FORM PA-40 SOCIAL SECURITY 2,005.00 3.00 897.00 TOTAL (Aisc enter on line 5, Recapitulation) $ 4 ~ 679.68 3W46AO 1000 (If more space is needed, inser~ additional sheets of the same size) REV 1511 EX* (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER RICHARD E. GOUP. LEY 21-04-00054 Debts of decedent must be reported on Schedule I. ITEM NUMBER 5. 6. 7. 8. 9. DESCRIPTION FUNERALEXPENSES: MYERS FUNERA~ HOME, INC. - FUNERAL EXPENSES MECHANICSBURG CEMETERY - GRAVE OPENING ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cily State__ Zip Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS, CUMBEP~LAND COUNTY Accountant's Fees THE SENTINEL-LEGAL - ESTATE ADVERTISEMENT LAW OFFICES OF CRAIG A. DIEHL - CERTIFIED MAIL FEE P. EGISTER OF WILLS, CUMBEPJ~AND COUNTy - FILING FEE FOR PENNSYLVANIA INHERITANCE TAX P, ETURN AMOUNT 8,053.40 750.00 900.00 56.00 75.00 136.31 4.42 10.00 TOTAL (Also enter on line 9, Recapitulation) i $ 9,985.13 3W46AG 1 OD0 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12~3) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER RICHARD E. GOUR.T.~y 21-04-00054 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbumed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 2. 3. 4. PNC BANK - AUTO LOAN NO. 40-02-8012341655 FIRST NORTH AMERICAN NATIONAL BANK - C~EDIT CARD DEBT CAPITAL ONE BANK - CREDIT CARD DEBT PRINCIPAL RESIDENTIAL MORTGAGE, INC. - MORTGAGE ON 508 PORSHA TERRACE {TOTAL DEBT -- $90,432.52; DECEDENT'S PORTION OF DEBT = 25%) TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insed additional sheets of the same size) 395.98 5,883.35 166.19 22,608.13 29,053.65 3W46AH 2000 REV-1513 EX+ (9~00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAxX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES RICHARD E. GOUP~LEy NUMBER I 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] DIANE GOUP~LE y 101 SHOLLY DRIVE MECHANICSBURG, PA 17055 FILE NUMBER 21-04-00054 RELATIONSHIP TO DECEDENT Do Not List SPOUSE AMOUNT OR SHARE OFESTATE 100% OF ESTATE ENTER DOLLAR AMOUNTS FOR DISI~IBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DIS'~IBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - EN1ER TOTAL NON-TAXABLE DISI~IBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 3W46AI 1 000 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF RICHARD E. GOURLEY I, RICHARD E. GOURLEY, of Upper Allen Township, Cumberland conveniently may be done. If there is no cemetery lot available for my interment owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefore funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative, shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. SECOND I give, devise and bequeath all the rest, residue and remainder of my estate to my beloved wife, DIANE GOURLEY, absolutely and in fee simple, if she survives me by thirty (30) days. THIRD In the event that my wife, DIANE GOURLEY, fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate to my beloved son, ~JUSTIN BARRETT GOURLEY. FOURTH In the event that my wife, DIANE GOURLEY, predeceases me, I appoint my brother and his wife, DONALD GOURLEY and LINDA GOURLEY, Guardians of the person and property of my minor child. FIXTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. SIXTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his or her absolute discretion: (a) to retain in the form received, or to sell either at public or private sale any real or personal property; SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. (b) to invest and reinvest in all forms of property without being confined to legal investments and without regard to the principal of diversification; (c) to exercise any options to subscribe for stocks, bonds, or other investments; (d) to join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure, of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (e) to sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (f) to make settlements and compromises on such terms as my personal representative in his sole discretion may deem wise without the necessity of obtaining any court approval thereof; (g) to make distribution hereunder either in cash or kind, as my personal deem wise. representative in his discretion may SEVENTH I do hereby nominate, constitute and appoint my wife, )IANE GOURLEY, to act as Executrix, of this my Last Will and - 3 - SAIDIS & GUIDO 26 w. High Street Carlisle, Pa. Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Executor be performed by my brother, DONALD GOURLEY. EIGHTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instr~ent shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WI~ESS HEREOF, I, RICHARD E. GOURLEY, have hereunto set my hand and seal to this my Last Will and Test~ent, consisting of four typewritten pages, the first three of which bear my signature in the margin for identification, this ~ ~ day of C~o 1986. ~ . SEAL) Signed, sealed, publis ed by the above-n~ed Testator, RICHARD E. GOURLEY, as and for his, Last Will and Test~ent in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. ADDRESS SAIDIS & GUIDO 26 w. High Street Carlisle. Pa. COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : WE, RICHARD E. GOURLEY, EDWARD E. GUIDO, and SUZANNE M. RUNYON, the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testatment and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Will as witness and that to the best of their knowledge the knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. _ / Ed~ar~ E. Guido, ~&tness Suza~ne E. ' ~unMon, ~itness Subscribed, s~o=n to and acknowledged he~ore me bM EICH~D GOURLEY the Testator, and subscribed to and sworn or affirmed to before me by EDW~ E. GUIDO and SUZ~NE M. RUNYON witnesses, this ~- day of C~-~k-~ , 1986. SEAL I(ANDI ['~ ¢~NI(~R, ~0fa~ Pubtic Carlisle, Cumbsrlsnd Co., Pa. M~ Commission Expires Feb. 20, 1989 - 5 - BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DZV/STON DEPT. 180601 HARR/SBURG, PA 17128-n601 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX CRAIG A DIEHL ESQ C A DIEHL LAW OFFICES )q6q TRINDLE RD CAHP HILL PA 17§~i DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN RE¥-1547 EX AFP 11-08-2004 GOURLEY RICHARD E 12-09-2005 21 04-0054 CUMBERLAND 101 Amount Remitted I MAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GOURLEY RICHARD E FILE NO. 21 04-0054 ACN 101 DATE 11-08-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) :5. Closely Held Stock/Partnership /nterest (Schedule C} (:5) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly O~nad Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule 1) (10) 11. Total Deductions 12. Nat Value of Tax Return 1~292.08 .00 4z679.68 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion .00 of this fore w~th your tax payment. .00 (8) 9,985.1~ 1:5. 14. NOTE: 5,971.76 19,055.65 (11) ~9.0S8.78 (12) $$, 067.02- Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) Nat Value of Estate Subject to Tax (14) :;f an assessment ~as lssued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. .O0 $$,067.02- ASSESSMENT OF TAX: 15. Amoun~ of Line 14 at Spousal rata 16. Amount of Line 1~ taxable at Lineal/Class A rata 17. Amount of Line 14 at Sibling rata 18. Amount of Line 14 taxable a~ Collateral/Class B rate 19. Principal Tax Due ;AX CREDZTS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 18 and 19 will ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE -°°I .00 .00 .00 ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT XS RE~)UZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE ~/~ A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) AMOUNT PAID (15) .00 X O0 = .00 (16) .00 X 045: .00 (17) . O0 x 12 : . O0 (lB) .00 X 15 = .00 (19)= . O0 RESERVATION: Estates of decadents dying an or before December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for Xifa or for years, the Caeeoneealth hereby axprassXy reserves the right to appraise and assess transfer Inheritance Taxes at tho lamful Class S (colIateraI) rata an any such future interest. PURPOSE OF NOTICE: PAYNENT: --Hake check or money order payable to: REGISTER OF NILLS, AGENT REFUND (CR): A refund of a tax credit, ahich ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Hills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour ansaering service for fores ordering: 1-800-562-Z050; services for taxpayers Hith special hearing and / or speaking needs: 1-800-q47-30ZO (TT only). OBJECTIONS: Any party in interest not satisfied ~ith the appraisement, allowance, or disalloeance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object aithin sixty (60) days of receipt of this No[ica by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --election to have the aa[tar da[ermined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit ~ith your payment to the Register of Hills printed on the reverse side. Factual errors discovered on this assessment should bm addressed in ~riting to: PA Department af Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviae Unit, Dept. ge0601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid ~ithin three (5) calendar months after the dacadant's death, a five percent (BI) discount of the tax paid is allo~ed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you mould appeal the tax and interest that has been assessed as indicated on this not(ca. Interest is charged beginning aith first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes ~hich became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .000164. Al1 taxes ~hich became delinquent on and after January 1, 198Z ail1 bear interest at a rate ~hich ~ill vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~'/)'~'8-1991 11Z .000501 ~ 9X .000247 1985 162 .000458 1992 92 .000247 200Z 6Z .000164 1984 112 .000301 1993-1994 7Z .000192 2005 52 .000137 1985 132 .000356 1995-1998 92 .000Z47 ZOOq 42 .000110 1986 102 .000274 1999 7Z .O0019Z 1987 lOX .000Z74 ZOO0 7Z .00019Z X NUtIBER OF DAYS DELINQUENT X DA/L¥ ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent Hill reflect an interest calculation to fifteen (15) days beyond the data of the assessment. If payment is made after the interest computation date sho~n on the No[ica, additional interest must be calculated. --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID OR L,L C) LLJ C) _, LL, ~ L'__ ' C) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Richard E. Gourley Date of Death: December 9, 2003 Will No.: 21-04-00054 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes rn No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a Did the personal representative file a final account with the Court? Yes No 00 b. The separate Orphans' Court No. (if any) for the personal representative's accountis:~ c. Did the personal representative state an account informally to the parties in interest? Yes 0 No IK1 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report. Date: 1/24/05 DA~IlIJ:AJ.1 Signa~ Craig A. Diehl, Esquire Name If) C'", ~ 3464 Trindle Road Camp Hill, PA 17011-4436 Address . , f- ~C; .."- 0... ~:s8;', :-GU, c.::...: ~-_,"", L.LJ "'::e t<::.i_' uTi: 0_\--, 0:::--,. OS U Capacity: 0 Personal Representative [Xj Counsel for personal representative \D '" (717) 763-7613 Telephone No. =,::~ -, ..,." C7J = c--.o ~