HomeMy WebLinkAbout02-0787PETITION FOR PROBATE and GRANT OF LETTE
Eslate of Fc~ r Gelwicks ~S
also known as No. ~p?-~,~'
To: ----_
-- Register of Wills for the
Social Security No. 186-05-8098 Deceased. County of Citm e ~ any
Commonwealth of Pennsylvania m the
The petition of [he undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut nr
in the last will of the above decedent, dated A ri 1 q
and codicil(s) dated named
194.x,_
(state relevant circumstances, e.g. renunciation, death of executor, etc.) -'
Decendent was domiciled at death in Cumberland
~-----._ last family or principal residence at County, Pennsylvania, with
Mechanicsbur PA Sil
(list street, number and muncipality) hip)
Decendent, then 84
at 2100 Bent Creek Bl ~ years of age, died -Au_euGr 1
Except as follows, decedent did not marry, was not divorced and did not have a child b , ~9~QS22 '
after execution of the will offered for probate; was not the victim of a killing and was never adjudicate
incompetent: orn or adopted
d
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $ ~ 000 00 _
Value of real estate in Pennsylvania $ -
situated as follows: ~ $ -
WHEREFORE, petitioner(s) respectfully request(s) the
presented herewith and the grant of letters testimentar probate of the last will and codicil(s)
tlleron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMON~IFALTki OF PENNSYLVANIA
COUNTY pF Ctimtberlanc7 } ss
The petitioner(s) above-named swear() or affirm(s) that the statements in the fore oin
8 g petition are
true artd correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well d truly administer th stake ccording to law.
Sworn to or affi and subscribed
b ore me this ~~~ y
_ uaust p~ 2002
0
~~~5, Donna M, ntto 1st Dep ty Register z
y
No.
Estate of
21-2002-787
Esther L. Gelwicks
Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
August 30th ~~ 2002 in consideration of the petition on
AND NOW
the reverse side hereof, satisfactory proof having been presented before 1998
A ril 9th,
IT IS DECREED that the instrument(s) date
described therein be admitted to probate and filed of record as the last will of
h r L. Gslwicks '
and Letters
r~arbara ~. Neff _
are hereby granted to
Probate, Letters, Etc. ........ .
Short Certificates() . •
Renunciation ................
x-Paget (1)
JCP ~ TOTAL -
Filed .. August..30th,..2002.
FEES
C~ ''~
QttO 1St neptlty Register of Wills j(I"/
DOnna M
,1OY~ M. Eakin Esquire # 06351
A'I'I'01tNEY (Sup. Ct. LD. NoJ
Market Square Ruildinc~
ADDRESS
Mechanicsburg, PA 17055
pIiONE (717) ~ - 2
$ 9.00
$ 217.00
MAILED T,E"I'EI~ 'I+b ATI'nRNEY EAKIN ON R/30/02
105.R05 REV 91R( -
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
UtUS tai q•v ZB]
i VPEiPRINT
IN
PERMANENT
BLACK INK
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Fee tar this certificate, $2.00
P 8483.22
No.
Loca] R gistrar
1
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21-2002-7$7
~~~~~ ~~t~I ~cz~~ ` ~ .e~~~~~~
OF
ESTHER L. GELWICKS
I, ESTHER L. GELWICKS, of the Borough of Mechanicsburg,
County of Cumberland and State of Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make,
publish and declare this my Last Will and Testament, hereby
revoking and making void any and all prior Wills by me at any
time heretofore made.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can conveniently be
done.
2.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, real, personal and
mixed, I give, devise and bequeath to my husband, RUSSELL E.
GELWICKS, absolutely and in fee simple.
3.
In the event my husband should predecease me or should die
within thirty (30) days from the date of my death, I give, devise
and bequeath my entire estate to my children in equal shares.
- 1 -
4.
I nominate, constitute and appoint my daughter, BARBARA G.
NEFF, to be the Executrix of this my Last Will and Testament. I
further direct that no bond or other security be required of my
personal representative to guarantee faithful performance of her
duties.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~~j day of April, 1998.
G
SEAL
Esther L. Gelwicks ~ ~
Signed, sealed, published and declared by the above-named
ESTHER L. GELWICKS as and for her Last Will and Testament, in the
presence of us who have subscribed our names hereto as witnesses,
at her request, in her presence and in the presence of each
other.
- 2 -
21-2f)02-787
REGISTER OF WILLS OF Cumberland COUNTY
OATH OF SUBSCRIBING WITNESS
John M. Eakin and William B. Neff
_,
codicii--
(each) asubscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that thev were present and saw
Esther L. Gelwicks
the testatrix ,sign the same and that she signed as a witness at the
request of testat rix in et~r presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)). (/~/'~
Sworn to or afflnned ai;d subscribed before ' D 1 "
me this ______-__-3Q.th~- day of (Name)
.~~- p'u~~-z;-:-=~.,-^ ~~--~Q2 Mar t Sariara R„il.~i„„
ress)
Donna M. Otto lst egister
»uty
(Name)
408 E Main St M hani~~t,ii g
' (Address)
_.;
REGISTER OF WILLS OF
OATH OF NON-SUBSCRIBING
(each) a subscriber hereto, (each)
beix~ duly qualified a ording to law, depose(s) and say(s) that
familiar with the s' ature of
testat of (one of the subscribing
that
codicil
pit sses to) the will presented herewith and
codicil
ieves the'~ignature on the will is in the handwriting of
to the best of lcnowl~ge and belief.
Sworn to or affirmed and sub~stiibed before
me this day of
,~_ 19
~ Register
(Name)
(Address)
REV-1500EX(6-00)
COMMONWEALTH OF
. PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
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FILE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-I.~-JL.L
COUNTY CODE YEAR
..Q....Q..~~~
NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Gelwicks Esther L.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
A st 1 20 2 December 2
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
186 - 05
- 8098
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
Q 1. Original Return
D 4. Limited Estate
[..iI 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trusl (Attach copy 01 Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95)
D 3, Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Tolal Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A} (Attach SeM 0)
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NAME
COMPLETE MAILING ADDRESS
Market Square Building
Mechanicsburg, Pa 17055
Jonh M. Eakin
FIRM NAME (llApplicable)
TELEPHONE NUMBER
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
59,642.38
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Total Gross Assets (total Lines 1-7)
(B)
827.00
780.60
(11)
(12)
(13)
1,607.60
69,264.30
2,804.46
(6)
(7)
8,425.06
70,871. 90
(9)
(10)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
69,264.30
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax 69,264.30
rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15)
16. Amount of Line 14 taxable at lineal rate x.O_ (16)
17. Amount of line 14 taxable at sibling rate x .12 (17)
18. Amount of line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
3,116.89
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT
ERTIFICATinnl OF NOTit'F rrtvn~ R[ii F 5 6t
Name of Decedent:_Esther L. gal..,+~tr~
Date of Death:
Admin. No.
To [he Register:
I certify that notice of (beneficial interest) estates admini ~
served on or mailed to the following beneficiaries o~_captionedbes[a[eeon6(Decemberh6ns oOZ Rules was
Name
Address
28 E. Portland Street, Mechanicsburg, PA
Notice has now been given to all persons entitled [hereto under Rule 5.6(a) except
Dale: .Ian arv R 9Opq
Signature
Name
_.U -~-----_--__
Address Market Square Building
_M~chant~c urg PA 17_ p55______
Telephone ( ) _ 766-3172
Capacity: _ personal Representative
~_Counsel for personal representative
Decedent's Complete Address:
STREET ADDRESS 2100 Bent Creek Blvd.
CITY Mechanicsbur" I STATE I ZIP 17055
Pa
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
155.84
Total Credits (A + B + C ) (2)
3. InteresUPenal1y if applicable
D. Interest
E. Penally
TotallnteresUPenal1y ( D + E ) (3)
4. If Line 21s greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
3,116.89
155.84
(51
(5A)
(5B)
2,961.05
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;. ...................... .................... .................... ................ ...... 0 [i]
b. retain the ri9ht to designate who shall use the property transferred or its income;. ...... ..................... D ~
C. retain a reversionary interest; or........................................... ........................................................... 0 ~
d. receive the promise for life of either payments, benefits or care? ................. ...................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................. ..................................... .......................... D D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ D [}9
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................ .................. ................................................ ................................... D Qg
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
DATE
10
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin9 spouse is 3%
[72 P.S. ~9116 (al (1.11 (ill.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (al (1.11 (H)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1 , 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natura! parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.31]' A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
Esther L. Gelwic.ks
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FilE NUMBER
71-07-0787
ESTATE OF
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
59,642.38
Amercian Express Account 000472814722021
See Attached
TOTAL (Also enter on line 2, Recapitulation) $ 59,642.38
(If m~rE3 space is needed, insert additional sheets of the same size)
~~,~~,
COMMONWEN III or l'rtIHSYI VNJIA
INIlt:RlIAtlCr: lAX r~rllum
RES1~~Nlld~CEUl~~1
EsrilTE OF
Esther L. GeIwIcks
REVI510l'X .(1 ~'l
SCHEDULE G
IN I EH- VIVOS 1 RANSFERS &
MISC. NON.PROBATE PROPERTY
FilE NUMBER
21-02-0787
lhis schedule ll1uslLJe COlllplpled find Wed tf IIle allSWeI to allY or qu~s!jons 1 !InclllJ"" ollll1e reverse side orlha REV-1500 COVER SHEET Is yes.
--.---- DESCRiPi" iON or -rn\.lrEifry----~--- ---- '._m -.-.----. %OF -
ITEM Illf.\\lI'F: 1111 ,,~t,1I" f" 1111 lltl\ll~1 I. III [, II 1I.IIt f1! Udl{'II~lIl1' "J orCl.l'lIlI ,llIll II([ III\'r 'it 1Ut.!1" In DAIEorDEATlI DECO'S EXCl.USION TAXABLE VALUE
"lIN~II"fXW~()lI11INnll(ll11lr~1 !~I^lr
UMB!;lL_ ---.-_._.__._~~-_._._.._--- - ------~--- ..--.. . --.-.--..- ---_.- __V!\lUJ~_or ^SSET~ ' INTEREJ>L. _.l!!.tJ!l.lCA8lfL
1, Members FIrst Federal Cre{llt lllltOIl
Account 17693)-00 $1489.36 100 $3000.00 $1489.36
Account 176933-11 $11134.91 100 $4134.91
Aceollut 176933-05 $5800.79 100 $5BOO.79
$111125.06
See Attaclled - $3000.00
,
,
TOTAL (AI,o enler on line 7, Recapltulallon) $ $B425.06
(II more 'pace I' needed, I",ert addrllonal sheel' of the ,orne ,Ize)
8&"1t9'6S$
1'9'101 J.NllOOO'v' 031 WlLlS3
t;9'99l H$ llSe:)
Sl"Sl8 lVS SPU08 JO/pue ~!nU3 lelol
8&'06& 8$ l:v'6$ l:v'6$ 669'068 X80lS ANI ON08 3l'v'l;lOdOOO DNOHJ.S S
S6'SV!: 6S VS"&S VS"&$ 8SS"l9S l: XISdO 'f/ - 3WOONI OID31\fHJ.S ddO V
68"S68 l$ V!:'8l:$ V!:"8l:$ t ~9'8ll: XI~'f/r 3WO::lNI '!I HlMOH~ SnN'f/r t:
~"S619~$ Ot:'O~$ Ot:"O~$ vog'O&9 ~ XfINS:l 'f/" 3D'f/DlHOW OID31\fHJ.S)/H:l l:
O!:"SVV S$ SV"S$ SV"S$ 889'666 X81A3 'f/ - NOlS08 O:l3WO::lNI NOl'f/3 ~
lelol ll:>J.ld ueaw asolO MOl llD!H S8JI!I.lS loqWl\S uO!l!sod ~!Jn:l8S 'oN
~OM8 llJell(] 10 &JeO
~Lv~8ZLv 1nl:>!MI&~ 1 J&llJS3
2,E F- I 1 ..,I:I:;? 0 ~ : :0::6 ,.'1'1 l'lEI') I::LF"~; J,j T FC U 1 tl,~-;. IIf"-, F' I
,'"I iT',~''::-',517~.;:
MemberslSJ'
FEDERAL CREDIT UNION
INSURM1CE OEPARTMENT
5000 Leuise Orl~e
p, 0, Box 40
Mechanlcsburg, PA 17055
1.800.263-2328 or (717) 1197-11~1
BEGULAIlSAVINn~ ~C~DlIt.ll~
Account NumberlSuffix
Date Account Opened
Principal Balance at Date of Death
Aocrued Interest to Date of Death
Total Principal and Accrued Intereat
Name of Joint Owner
DatI'! Joint Ownership Created
176933 -00
0710111998
$1,489,26
$00
$1,489,26
Barbara G Neff
01/2002
CHECKINr. o\CCOUNT'
Account NumberlSuffix
Dale Account Opened
Principal Balance at Date of Death
Accrued Intereat to Date ot Dealh
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
176933 -11
0710111998
$4,134.91
$,00
$4,134,131
Barbara G. Neff
0112002
INVESIMENI.S.MlINGSACCOUNT;
Aoeount Number/Suffix
Date Aocount Opened
Principal BlIlance at Date of Dealh
Acorued Interest to Dale of Death
Total Principal and Accrued Interest
Name of Joint Owner
Dllte Joint Ownership Created
176933-05
07/01/1998
$5,800,79
$.00
$5,600.79
Barbara G, Neff
0112002
~""'S f::tl CREDIT UN~ -
~('Y<'7
o ni_e A, Ande
Insurance Products SupeNieor
September 11, 2002
Estllte of: ESTHER L GELWICKS
Date of Death: 08/01/200:1 " .
$oelal Security Number: 186-05-8098
P~Ol
nEV.1511 EX' (I?Clm
~,:! .\1
.."t.\\\jh."\
,'. ,,~f~ ,;oJ
COMt\,lUIJWLAl r II or f'r:! lI--JS'd VAlli/I,
INIIr:lmN/(:r: lAX rlFrLJIHJ
IlFSII1FlJI11FfTl1[N!
SCHEDULE H
fUNERAL EXPENSES &
AUMINISlIlAIIVE COSIS
EStATE OF
Esther
..----..-----"".
FILE NUMBER
L.GelwIcks
_____21"'U2=0281_______
Dehls of decedenlllltlsl he 'eporled on Schedule I.
IIEM
NUMOEIl
-----.-."..--.-.
A.
UEscrlll'rrur~
AMOUNT
.------...
1.
FUNEIlAL FXI'ENSES:
tangrJch ~1elllot:1Hl, Letler.lllg Narker
$95.00
B. MJMIIJIS J11AIIVF GUS I S:
I. ('eI5ot,,,! 'l"Plp-5C1llnlivo's {;(1I1111IissifJIIS
NfH110 01 Pelsonal nf'lpresrntalivp(s)
S(lcinl Seclltily Nunlbel(s)/Elf~ NUIllbE'1 or relSOIl<1r nepresetlllltive(sL.___
StH.>el Addless
Cily
Slflle
. lip
YeiU(S) COlllmission rflit!:
2.
AHorney Fees
$$00.00
3. Family Exernplion: (II decedent's addless is nolllle same as c1airnanl's, allach explanation)
Claimtull
SIr eel Address
Cily ____________
.._. Slale _~ Zip
nelalionship 01 Claimanllo Oecedent
4.
Probale Fees
$217.00
5. Accollnlanl"s rees
6. Tax Relurn Prep~ler's rees
7.
FIlIng Fees
$15;,00
,.
TOTAL (Also enler on line 9, necaplllllaUon) $ 82"7..6ljl
_._---~,-, ._---~~._-_..-
-'~------(II--;;~~~ ~,~ace;s needed, Insell atJdiliOllal slleels of the same sIze)
"""""'1"'1 ~'r(.*~}'~'
I~,~,~~i~~fi"\ SCllmULE I
COMMOll"'^'''ltll ,., """" v^,,,^ DEBTS OF DECEDENT
""\[I!.I~:C~I!li ult^l~~\'r~\""' MORIGAGE L1AOILlI rES & lIEN
==~~=.=~"._~~~~~,_~_~____~.,~~~_~_ _~......_~~~________.._..___.~~ S
ESIME or . .. ... - -....
Esther L. . GelwiCks
Include ulllcllllhlllsctllllmllcnl f!XI'I'IISC!I.
II EM~"--- --.. ..........----.... -
NUMBEll
1.
IlFsCrm'llfJII
Dlmllond Drugs,Presclptloll Bit'-
2.
EIHe StaffIllg Services, tllC, Nurs"s
3.
Pitlltnle lIealth lIospHnl, lIospllnl. liell
{,.
Vlckl EnsmInger, Nurse
5.
IWIIC Limlteu l'artllership, Nursillg Home Charges
,
,
riLE PlUMBER
21-02-0787
^MOUr IT
$410.86
$120.00
$19.00
$88.00
$142.74
------------- ------- ~------
~780.60
10' \L l^"o enle[ online 10, RecapUlllallon) $
_____________._._ _.- -- ------.- --.,-------/ii~,;;,.~~;~;;~-f~~~~(I~;\L1;;se;!. n~j(iiii;)i;al srJeels~lI1e same slz.e)
REV"""""'"W'
COMMONWEALTH or PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEUENf
SCHEDULE J
BENEFICIARIES
ESTATE OF
E~~ber L.Gelwicks
NUMBER
I.
NAME AND ADDRESS O~ PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include oullighl spousal distributions)
1.
. Robart E. Gelwic ks
128 E. Portland St.
Mechanicsburg,Pa 17055
FILE NUMBER
21-02-0787
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
Daughter
AMOUNT OR SHARE
OF ESTATE
~ Estate
~ Estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2,
Barbra (;. Neff
408 E Main St.
Mechanicsburg, Pa 17055
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
i"
TOTAL OF PART 11. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 130F REV 1500 COVER SHEET $
(If more space IS needed, Inserl additional sheets of the same size)
lJIcH.tt ~11nl1 ct1t~ 'Qf~gtcmt~nt
OF
ESTHER L. GELWICKS
I, ESTHER L. GELWICKS, of the Borough of Mechanicsburg,
County of Cumberland and State of Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make,
publish and declare this my Last will and Testament, hereby
revoking and making void any and all prior wills by me at any
time heretofore made.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can conveniently be
done.
2.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, real, personal and
mixed, I give, devise and bequeath to my husband, RUSSELL E.
GELWICKS, absolutely and in fee simple.
3.
In the event my husband should predecease me or should die
within thirty (30) days from the date of my death, I give, devise
and bequeath my entire estate to my children in equal shares.
- 1 -
COMMONWEALTH OF PENNSY'_VANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2806ot REV-116: EX(11-96)
HARRISBURG, PA 1712g_0601
RECEIVED FROM: PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001775
JOHN M EAKIN ESQUIRE
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
ACN
ASSESSMENT AMOUNT
CONTROL
---'-"- fold NUMBER
ESTATE INFORMATION:
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE
COUNTY:
DATE OF DEATH:
SSN: 186-05-8098
2102-0787
GELWICKS ESTHER L
10/25/2002
00/00/0000
CUMBERLAND
08/01/2002
TOTAL AMOUNT PAID:
REMARKS: JOHN M EAKIN ESQUIRE
CHECK# 21 14
INITIALS: qC
SEAL
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
52,961.05
REGISTER OF WILLS
~ "/- ~S-9
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DATE 12-10-2002
ESTATE OF GELWICKS
DATE OF DE ESTHER
JOHN M EAKIN
MARKET SQ BLDG
MECHANICSBURG
ATH 08-01-2002
FILE NUMBER 21 02-0787
COUNTY CUMBERLAND
ACN 101
PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HO
"-^ ~"i DATE 12-10-2002
( ) CHANGED
CARLISLE, PA 17013 USE
-----------EX ------------- ~
CUT ALONG THIS LINE __ RETAIN LOWER POR_TION_ FOR YOUR RECORDS
REV-1547 AFP (O1-021 ---
NOTICE OF INHERITANCE TpX APPRAISEMEIVT, ALLOWgN OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GELWICKS ESTHER
L FILE N0. 21 02-0787 .,..,
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule Dl
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6• Jointly Owned Property (Schedule F)
7. Transfiers (Schedule G)
B• total assets
L
(1)
.00
NOTE: To insure proper
(2) 59 642.38 credit to
your
(3)
•00 account,
submit the u
(4)
.00 pper portion
of this fora with your
(5) 2 804.46 tax
Payment
(6)
.00 .
(7) 8 425.06
APPROVED DEDUCTIONS AND EXEMPTIONS: [B) 70,871.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)
10. Debts/Mortgage Li
8 27.00
abilities/Liens (Schedule I)
11. Total Deductio
(10)
ns
12. Net Value of Tax Retu 780.60
rn
13. Charitable/Governmental Bequests•
Non-elected 9113 Trusts (S
14. Net Value of E
t (11)
(12) ~
6 07 60
69, 264.30
s
ate Subject to Tax
NOTE: chedule J)
(13)
if an assessment was issued
reflect figures that i
Y, lines 14
l
p
helt (14)
15 69,264.30
,
nc
ude
t
andior 16, 17, 18
ASSESSMENT OF TAX:
otal of ALL returns assessed and 19 will
15. Amount of Line 14 at Spousal rate to date.
16. Amount of Line 14 taxable at Lineal/Class A rate (15)
1~• Amount of Line 14
(16)
t '00 00 _
X
69
264
.00
a
Sibling rate
1B• Amount of Line 14 tax
b ,
.30
X 045 =
00 3,116.89
a
le at Collateral/Class B rate (lg)
19. Principal Tax Due •
X 1 2 _
-
00
15
•00
SAX CREDITS: •
X
= . 00
DAT [19)= 3,116.89
_
E NIIIMnen +
_~•,_
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
-) ~ AMOUNT PAIp
TOTAL TAX CREDIT
BALANCE OF TAX DUE 3.116.89
INTEREST AND PEN. •00
TOTAL DUE •00
[ IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED•00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-7.547 ER AFP c01-02)
4.
I nominate, constitute and appoint my daughter, BARBARA G.
NEFF, to be the Executrix of this my Last Will and Testament. I
further direct that no bond or other security be required of my
personal representative to guarantee faithful performance of her
duties.
this
IN WITNESS WHEREOF, I have
r~day of April, 1998.
hereunto set my hand and seal
D ..
i 4D111) t. JJ~iz-rA:, (SEAL)
Esther L. ~Gelwlcks
Signed, sealed, published and declared by the above-named
ESTHER L. GELWICKS as and for her Last Will and Testament, in the
presence of us who have subscribed our names hereto as witnesses,
at her request, in her presence and in the presence of each
other.
- 2 -
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.
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:
State,w~ether administration of the estate is complete:
Yes ~ No
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 re~esentative file a final
account with the Court? Yes__ No__
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~'~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: /~ J~¥
,
Name (Please type or print)
Address
Tel. No.
Capacity:
__Personal Representative
~ounsel for personal
representative
(MAH:rmf/AM3)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
EAKIN JOHN M
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
RE: Estate of GELWICKS ESTHER L
File Number: 2002-00787
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 8/01/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CC:
File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
NEFF BARBARA G
408 EAST MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of GELWICKS ESTHER L
File Number: 2002-00787
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 8/01/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge