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HomeMy WebLinkAbout03-0029PETITION FOR PROBATE and GRANT OF LETTERS Estate of Thomas R. Gatehouse No. also known as To: Social Security No. 206-03-6869 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut rix the last will of the above decedent, dated November 3 and codicil(s) dated N/A named ,20 00 in (State relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 36 Garland Court 2, South Middleton Township. (list street, number and municipality) Decedent, then 85 years of age, died December 27 ,20 02 at 36 Garland Court 2, South Middleton Township Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not a victim of a killing and was never adjudicated incompetent: Decedent 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 Value of real estate in Pennsylvania situated as follows: 36 Garland Court 2, South Middleton Township $ 25,000.00 $ $ 95,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s) Candace J. Lagaza 141 Juniper Dr. Etters, PA 17319 (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss The petitioner(s) above-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 of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly adm}p,~ster the estate ~ccording to law. Sword to or affirlned and subscribed before me this /0'p'~'~ day of ~ /J / ~ 9'0-~'~ ~t~Regid~r No. ,~1 Estate of Thomas R. Gatehous¢ ., Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW x_J(Lo.~o~ ~J i.O~ ,'Q (X~'g ~ , in consideration of the petition on the reverse side hereof, saUsfa~ory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 3, 2000 described therein be admitted to probate and filed of record as the last will of Thomas R. Gatehouse and Letters testamentary are hereby granted to Candace J. Lagaza FEES Probate, Letters, Etc ................ Short Certificates ( ) ................ ~ ~..~ TOTAL FileO .................................. I Register of tWills ~J I 0 ~x~.e~04. ~ Stephen B. Lipson 19453 ATTORNEY (Sup. Ct. I.D. No.) 61 W. Louther St., Carlisle, PA 17013 ADDRESS 249-3929 PHONE {'his is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with nae as Local Registrar. The original certificate will be' forwarded to the State Vital Records Office for pcrma~enr tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8869750 No. 2002 ~ Date H10~.144 Rev. 1/91 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTHI, VITAL RECORDS ,,R..~ CERTIFICATE OF DEATH R (Coroner) ANENT ~ ~. Thomas R Gatehouse a Male a: 206-03-6869 ~ ' I ' ]4, uecemoer Z/s luul ~ ~E~E~'S USUAL ~U~N I KiND OF BUSINES~IN~STRY I J ~S DECE~NT EVER IN I OFO~'S EDUCATION I~ M~ITA' ~ ..........I ~- - ~ (~ve~n~m~ ] ] U.S. AR~EDFORCES? m {~iN~h~aradec~ I N~T~ I ~ Carlisle, Penno. 17013 [~j~ Cumberlond ~F~HERSN~Eff'"'~es T Gatehouse MOTHER'SNAME(FiraM~ ...... ~r~} ~' ~ t~ 1~1 donzperurlve,[tters ~ ~, ~1 uan.o~zuuo I Laurel Hxll Cemeteryl E~xe,Pennsylvania ~ ~ ~. ] P ' I . ' ' ~ CASE ~EF ="RED m MESCAL E~MINE~ER? ~ '-~ ~ Occlusive Coronerv Artery Dlsease ' Re ~ a~REGim~'SS~N~UREAND -- ' ..................... ~ a, Mechantcsburg, Pa. 17050 ,2/- 02 -~9 LAST WILL AND TESTAMENT OF THOMAS R. GATEHOUSE Prepared on November 3, 2000 LAST WILL AND TESTAMENT OF THOMAS R. GATEHOUSE I, Thomas R. Gatehouse, of 36 Garland Court 2, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. ' First I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those matured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. Second I give, devise and bequeath the following property with all insurance proceeds thereon as follows: To my daughter, Candace J. Lagaza, I leave two metal mesh purses, the little boy's green antique chair, six small hand painted dishes, Lennox tiered dish, crystal goblets, gold and white sugar and creamer, and her old bedroom set and cedar chest. Page 1 of 8 To my son, Thomas H. Gatehouse, Sr., I leave the antique shotgun, all of my Marine Corps items, the dining room table, chairs, breakfront, buffet, beer steins, clothing, and jewelry. Third I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of what ever nature and wheresoever situate in equal shares to my children, Candace J. Lagaza and Thomas H. Gatehouse, Sr., providing that they survive me by sixty days per stirpes. Any insurance policies that I may have at the time of my death shall be distributed in accordance with the beneficiary statement of each policy. Fourth It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences o£ intangible personal property) as he, she, or it believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her, or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales ot my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. Page 2 of 8 Fifth Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under twenty five (25) years of age or, in the judgment of my personal representative, mentally disabled, shall be held in a separate trust by my personal representative as trustee until such beneficiary reaches twenty five (25) years of age or during such period of disability. In the case of a beneficiary under twenty five (25) years of age, the trustee may distribute the entire balance of principle and accumulated interest at or after the beneficiary'~ twenty fifth (25) birthday. During the term of any trust created pursuant to this paragraph, the trustee is authorized to expend and apply so much of the net income and principal of each such trust as the trustee shall consider advisable for the health, maintenance, support and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains twenty five (25) years of age, or until all such amounts are paid out of trust. I direct that no guardian shall be required to give or post bond for the faithful performance of the guardian's duties in this or any other jurisdiction. Sixth I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. Page 3 of 8 (c) (d) (e) (f) (g) (h) (i) (J) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. To operate any business that I may own at my death. To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my personal representative the broadest investment powers ' possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his, her or, its absolute discretion. To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. To distribute in cash or in kind upon any division or distribution of my estate. To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. Page 4 of 8 (k) In general, to exercise ali powers in the management of my estate which any individual could exercise in the management of similar property owned in his own fight, upon such terms and conditions as to him, her, or it may seem best and to execute and deliver all instruments and to do all acts which he, she, or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. Seventh t No interest of any beneficiary of my estate, either in income of in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. Ei~,hth I nominate, constitute and appoint my daughter, Candace J. Lagaza, as Executrix of this my Last Will and Testament. In the event my daughter is deceased, unable, or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, Thomas H. Gatehouse, Sr., as personal representative of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. Ninth I hereby declare it to be my expressed desire that my personal representative employ the law firm of Stephanie E. Chertok of Carlisle, Pennsylvania for the legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, Page 5 of 8 views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have set my hand to this my Last Will and Testament this etd _ooo. day of , THOMAS R. GATEHOUSE Page 6 of 8 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS I, Thomas R. Gatehouse, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly, and that i signed it as my free and voluntary act for the purposes therein expressed. this Sworn or affirmed and acknowledged before me by Thomas R. Gatehouse, the 'testator ~?---~ dayof /)~, 2000. ~'J J KR~ ~, k~urlev, N~ry Pq~!ic ~ Page 7 of 8 LAST WILL AND TESTAMENT OF THOMAS R. GATEHOUSE AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : SS witnesses whose names are attached to the foregoing document, being duly qualified according t to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnesses and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. and Swom or affirmed and s.ubscribed before me by .C~/g V7 f'~t95'? ?' f' k,_ft~ JCF' ~ Z>0/-~ this day of . .t.t,c~'~ 2000. ~ay E. Hurley, Notory Public Lr~y Cornmis$1on Ex~r~ ,June 30, ~~__ .. ,, !une 30, 2003 I Page 8 of 8 Name of Decedent: Date of Death: Will No.: CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Thomas R. Gatehouse December 27, 2002 Admin. No. 21-03-0029 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 /~ ,2003: Name Address Candace J. Lagaza, 141 Juniper Dr., Etters, PA 17319 Thomas H. Gatehouse, Sr., 1411 Cold Springs Dr., Erie, PA 16508 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: February //¢' ,2003 Stephen B. Lipson, Esq. 61 West Louther St. Carlisle, PA 17013 Capacity: Counsel for personal representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA IN RE: Estate of Thomas R. Gatehouse, deceased, Estate No. 21-03-0029 TO: Candace J. Lagaza 141 Juniper Dr. Etters, PA 17319 Thomas H. Gatehouse, Sr. 1411 Cold Springs Dr. Erie, PA 16508 Please take notice of the death of decedent and the grant of letters to the personal representative named below: Candace J. Lagaza The Decedent, Thomas R. Gatehouse, died on the 27'h day of December, 2002, at 36 Garland Court 2, Carlisle, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the decedent is: Candace J. Lagaza, 141 Juniper Dr., Etters, PA 17319 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Phone no. (717)240-6345. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Phone no. (717)240-6345. A copy of the Will or petition may be obtained by contacting the Register of Wills and paying for the charges of duplication. Date: 2//3 /03 Signature: Name: Address: Telephone: Stephen B. Lipson 61 West Louther St. Carlisle, PA 17013 717-249-3929 Capacity: Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003001 LAGAZA CANDACE J 141 JUNIPER DRIVE ETTERS, PA 17319 ........ fold ESTATE INFORMATION: SSN: 206-03-6869 FILE NUMBER: 2103-0029 DECEDENT NAME: GATEHOUSE THOMAS R DATE OF PAYMENT: 09/11/2003 POSTMARK DATE: 09/09/2003 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/27/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,816.31 TOTAL AMOUNT PAID: 92,816.31 REMARKS: CANDACE J LAGAZA SEAL CHECK# 141 INITIALS: DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV- 1500 ~¥6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 lq-I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 COUNTY CODE -- 0 3 0 0 2 9 YF-N~ NUMBER Z DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) GATEHOUSE, THOMAS R. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 12-27-02 08-24-17 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ IIx I 1. OriginalRetum t) _a.l~ -- 6. Decedent Died Testate (Attach copy of Will) I 1 9. Litigation Proceeds Received COMPLETE MAILING ADDRESS SOCIAL SECURITY NUMBER 206-03-6869 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [--~2. Supplemental Retum [~ 3. Remainder Return (date of death pdor to 12-13-82) [~48. Futura Interest Compromise (date of death after 12-12-82) r'~ 5. Federal Estate Tax Return Required [~'] 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0 8. Total Number of Safe Deposit Boxas [~ 10. Spousal Poverty Credit (date of death between 12-3~-91 ..d 1-1-S5) r~ 11. Election to tax under Sec. 9113(A) (Attach S~h O) 'FHI$ SECTION MUST BE COMPLETED[ ALL CORRESPONDENCE ~D coNFiDENTIAL TAX INFORMATION SHOUED BE DiRE~ED ~O! NAME STEVEN M. ZEIGLER,CPA FIRM NAME (If Applicable) STEVEN M. ZEIGLER, PC TELEPHONE NUMBER 717-697-7333 4909 LOUISE DRIVE SUITE 104 ~7.-~ ~- MECHANICSBURG PA 17~5! 2. 3. 4. 5. 6. 10. 14. tS. ,( 16. I- t) 18. 20. Real Estate (Schedule A) (1) Stocks and Bonds (Schedule B) (2) Closely Held Corporation, Partnership or Sole-Proprietorship (3) Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Jointly Owned Property (Schedule F) (6) ~] Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens(Schedulel) (10) Total DeducUona (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 112,000.00~ 4,042.50 28,335.23 OFFICIAL USE ONLY (8) 144,377.73 22,627.62 59,165.55 (11) (12) 81t793.17 62,584.56 (13) Net Value Subject to Tax (Line 12 minus Line 13) (14) 62,584.56 SEE INSTRUCTION~ ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) Amount of Line 14 taxable at lineal rate 62 Amount of Line 14 taxable at sibling rate Amount of Line 14 taxable at collateral rate Tax Due x.0 __ (15) x .0 · 045(16) 2,816.31 x .12 (17) x .15 (18) (19) 2 t816.31 >> BE SURE TO ~$WER ~E QUE$~ON$ ON REVERSE $1DE ~D RECHECK MATH << 2W4645 1.000 Decedent's Complete Address: STREETADDRESS 36 GARLAND COURT 2 CITY STATE I ZiP CARLISLE PA I 17013 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) (1) 2~816.31 4. If Line 2 is 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 I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,816.31 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2. 816.31 Make Check Payable to: REGISTER OF Vi~_LS, AGENT 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 ................................ r~ ~ d. receive the promise for life of either payments, benefits or care? ................. ~ r~] 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 designation? ................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 beliof, it is true, correct and complete. Declaration of preparer other then the persona representative is based on all information of which preparer has any knowledge. =o. Ess // I ' ' ' 141 JUNIPER~DRIVE ETTERS PA 17319 PRESENTA'nVE DATE ADORESS 4909 LOUISE DRIVE SUITE 104, MECHANICSBURG PA 17055 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 suwiving spouse is 3% [72 P.S. § 9916 (a) (1.1) (i)]. For dates of death on or after Jan uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su ~ving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for discJosure of assets and filing a tax tatum are still applicable even if the sur~ving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate im posed 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 natural 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 decadent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. 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. 2W4646 1.000 REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER THOMAS GATE HOUSE 21 - 03- 0029 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is Jointly-owned with right of survlvomhlp must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1, 36 GARLAND COURT, CARLISLE PA 17013 CUMBERLAND COUNTY, PENNSYLVANIA TOTAL (Also enter on line 1, Recapitulation) $ VALUE AT DATE OF DEATH 112,000.00 112,000.00 2W4695 3.000 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER THOMAS GATEHOUSE 21- 03- 0029 All property jointly-owned with right of survivomhlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBEF DESCRIPTION OF DEATH I 147SHARES OF CO~ON STOCK OF METLIFE, INC. 4,042.50 TOTAL (Also enter on line 2, Recapitulation) $ 4,042 o 50 2w4696 4.000 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER THOMAS GATEHOUSE 21-03-0029 Include the proceeds of litigation and the date the proceeds were received by the estate. AJI property Jointly-owned with the Hght of eurvivorehlp must be dlecloaed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 4o 5o CLOTHING, HOUSEHOLD GOODS AND FURNISHINGS 1997 OLDSMOBILE CUTLASS MEMBERS 1ST SAVINGS ACCOUNT #201766-00 5000 LOUISE DRIVE PO BOX 40 MECHANICSBURG PA 17055 MEMBERS 1ST MONEY MARKET ACCOUNT #201766-05 5000 LOUISE DRIVE PO BOX 40 MECHANICSBURG PA 17055 MEMBERS 1ST CHECKING ACCOUNT #201766-11 5000 LOUISE DRIVE PO BOX 40 MECHANICSBURG PA 17055 TOTAL (Also enter on line 5, Recapitulation) $ 11,522.00 3,485.00 637.44 11,952.02 738.77 28,335.23 2W46AD 3.000 (If more space is needed, insert additional sheets of the same size) EV-1511 EX + (12-99) COMMONVVEALTH OF PEN NSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER THOMAS GATEHOUSE 21-03-0029 Debts of decedent muet be mportad on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. FUNERAL EXPENSES: EWING BROTHERS BURTON FUNERAL FUNERAL HOME, HOME, ERIE PA CARLISLE PA ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) CANDACE LAGAZA Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 141 JUNIPER DRIVE City ETTERS StatePA Zip17319 Year(s) Com mission Paid: 2 003 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State __Zip Relationship of Claimantto Decedent Probate Fees Accountant's Fees Tax Return Preparers Fees STEVEN M. ZEIGLER, CPA 4909 LOUISE DR STE 104, MECHANICSBURG 6,686.85 4,880.00 7,000.00 1,060.77 3,000.00 TOTAL (Also enter on line 9, Recapitulation) $ 22,627.62 2W46AG 3.000 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER THOMAS GATE HOUSE 2 1 - 0 3- 0 0 2 9 Include unreimbumed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH MORTGAGE FROM WASHINGTON MUTUAL BANK ALLFIRST AUTO LOAN MEMBERS 1ST VISA 52,719.04 3,791.96 2,654.55 TOTAL (Also enter on line 10, Recapitulation) $ 5 9 r 165.55 2W46AH 3.000 (if more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF THOMAS G~ NUMBER 1 1. 2. ,TEHOUSE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[inclu~o~rights~usaldistri~tions, andtrans~m underSec. 9116(a)(1.2)] CANDACE LAGAZA 141 JUNIPER DRIVE ETTERS PA 17319 THOMAS H. GATEHOUSE 1411 COLD SPRINGS DRIVE ERIE PA 16508 FILE NUMBER ~1-0~-00~9 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) DAUGHTER SON AMOUNT OR SHARE OF ESTATE 0.50 0.50 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2w48^~ 2.0oo (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF THOMAS R. GATEHOUSE Prepared on November 3, 2000 LAST WILL AND TESTAMENT OF THOMAS R. GATEHOUSE I, Thomas R. Gatehouse, of 36 Garland Court 2, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. First I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. Second I give, devise and bequeath the following property with all insurance proceeds thereon as follows: To my daughter, Candace J. Lagaza, I leave two metal mesh purses, the little boy's green antique chair, six small hand painted dishes, Lennox tiered dish, crystal goblets, gold and white sugar and creamer, and her old bedroom set and cedar chest. Page 1 of 8 To my son, Thomas H. Gatehouse, Sr., I leave the antique shotgun, all of my Marine Corps items, the dining room table, chairs, breakfront, buffet, beer steins, clothing, and jewelry. Third I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of what ever nature and wheresoever situate in equal shares to my children, Candace J. Lagaza and Thomas H. Gatehouse, Sr., providing that they survive me by sixty days per stirpes. Any insurance policies that I may have at the time of my death shall be distributed in accordance with the beneficiary statement of each policy. Fourth It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he, she, or it believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her, or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales ot my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. Page 2 of 8 Fifth Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under twenty five (25) years of age or, in the judgment of my personal representative, mentally disabled, shall be held in a separate trust by my personal representative as trustee until such beneficiary reaches twenty five (25) years of age or during such period of disability. In the case of a beneficiary under twenty five (25) years of age, the trustee may distribute the entire balance of principle and accumulated interest at or after the beneficiary's twenty fifth (25) birthday. During the term of any trust created pursuant to this paragraph, the trustee is authorized to expend and apply so much of the net income and principal of each such trust as the trustee shall consider advisable for the health, maintenance, support and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains twenty five (25) years of age, or until all such amounts are paid out of trust. I direct that no guardian shall be required to give or post bond for the faithful performance of the guardian's duties in this or any other jurisdiction. Sixth I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. Page 3 of 8 (c) (e) (g) (i) (j) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. To operate any business that I may own at my death. To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his, her or, its absolute discretion. To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. To distribute in cash or in kind upon any division or distribution of my estate. To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. Page 4 of 8 (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her, or it may seem best and to execute and deliver all instruments and to do all acts which he, she, or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. Seventh No interest of any beneficiary of my estate, either in income of in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. Eighth I nominate, constitute and appoint my daughter, Candace J. Lagaza, as Executrix of this my Last Will and Testament. In the event my daughter is deceased, unable, or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, Thomas H. Gatehouse, Sr., as personal representative of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. Ninth I hereby declare it to be my expressed desire that my personal representative employ the law firm of Stephanie E. Chertok of Carlisle, Pennsylvania for the legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, Page 5 of 8 views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have set my hand to this my Last Will and Testament this 5 ~ day of ]OO~t~[~ ~ ,2000. THOMAS R." GAT~H~)uSE Page 6 of 8 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : SS I, Thomas R. Gatehouse, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. THOMAS R. GATEHOUSE this Sworn or affirmed and acknowledged before me by Thomas R. Gatehouse, the testator ¢ r'_~ day of ~)/~., 2000. ! Kay E. Hurley. Nola~y Public I " ] Carlisle Bom, Cumeona,~:l GoutW ~ember, Per~nr~Ivarda p~soclal~a'--'~ ~.t--~..:';~-~J Page 7 of 8 LAST WILL AND TESTAMENT OF THOMAS R. GATEHOUSE AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnesses and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. and Swom or affirmed and subscribed before me by CY&4. c~/ f~ ~ ~ t- Page 8 of 8 OMB NO. 2502'0265 '1, '~.. I B. TYPE OF LOAN: - 'U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENTI I'E]FHA 2'DFmHA 3.[~]CONV. UNINS. 4.DVA 5. F'~CONV. INS.- 1 6. FILE NUMBER: I 7. LOAN NUMBER' SETTLEMENT STATEMENT I P-128763 I ' 8. MORTGAGE INS CASE NUMBER:. C. NOTE: This form is furnished to give YOU a statement of actual settlement costs. Amounts paid. to and by the settlement agent are shown. Items marked "[POC]' were paid outside the closing; they are shown here for informational pul ~oses and are not kicluded in the totals. D. NAME AND ADDRESS OF BORROWER: Catherine A. Ault 3501 Mattaweman Beantown Rd Waldorf, MD 20601 E. NAME AND ADDRESS OF SELLER: Thomas Gatehouse Estate c/o Candace J. Lagaza South Middleton Township Cumberland County, PA H. S~. ! ! LEMENT AGENT: Broujos & Gilroy, PC PLACE OF SETTLEMENT 4 North Hanover Street Carlisle, PA 17013 23-2267691 G. PROPERTY LOCATION: 36 Garland Court Carlisle, PA 17013 Cumberland County, Pennsy!vania J. SUMMARY QF BORROWER'S TRANSACTIQN 100. GROSS AMOUNT DUE FROM BORROWER: 101. Contract Sales Price ~, 112,000.00 .401. Contract Sales Price 402. Personal Property 4,581.75 403. 1.o 3~8 (AULT, CATHERINE A..PFD~P-128763/8) F. NAME AND ADDRESS OF LENDER: Coldwell Banker Mortgage 3000 Leadenhall Road Mount Laurel, NJ 08054 I. SE'I-FLEMENT DATE: May 23, 2003 508. 509. to 213. 214. 215. 216. 217. 218. 219. 220. TOTAL PAID BY/FOR BORROH/E.R 300. CASH AT SE11'LEMENT FRQM/T0 BORROWER: 212. School 211. County Taxes to Adjustments For Items Unpaid By Seller 210. City/Town Taxes to J Mortgage 506. 201. Deposit or eamest money 2,000.00 501. 202. Principal Amount of New Loan(s) 10(] 502. 203. Existing loan(s) taken subject to 503. 204. 504. 102,800.00 GROSS AMOUNT DUE TO SELLER ,, 112,232.71 500. REDUCTIONS IN AMOUNT DUE TO SELLER: Excess Deposit (See Instructions) Settlement Charges to Seller (Line 1400) ! 8,287.73 Existing loan(s) taken subject to Payoff of first Mortgage to Washington Mutual Bank 205. 206. 207. 208. 209. 511. County Taxes to 512. School to 513. 514. 515. 516. 517. 518. 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER Gross Amount Due To Seller (Line 420) Less Reductions Due Seller (Line 520) 301. Gross Amount Due From Borrower (Line 120) i 116,814.46 601. 302. Less Amount Paid By/For Borrower (Line 220) !( 102 602. 303. CASH( X FROM) ( TO)BORROWER 603. The undersigned hereby acknowledge re.ceipt of a c0mple~ges 1&2 of this Cat'~erine A. Ault 105. Adiustments For Items Paid Bv Seller in advanc~ 106. City/Town Taxes to 107. County Taxes 05/24/03 to 01101/04 ! 126.1~ 108. School 05/24/03 to 07101/03 i 106.53 109. 110. ' 111. 112. I 412. 120. GROSS AMOUNT DUE FROM BORROWER i 116,814.46 420. 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 409. 410. 411. 50,511.54 as proceeds) Adjustments For Items Unpaid By Seller to I 58,799.27 ~ 112,232.71 !( 58,799.27 CASH ( X TO ~ ( FROM ) SELLER statement & any~ttachments~eferred to herein. Seller ~ HUD-1 (3-86) RESPA. H~4305 2 53,433.44 102. Personal Property 103. Settlement Charges to Borrower (Line 1400) 104. to 407. County Taxes 05/24103 to 01/01/04 408. School 05/24/03 to 07/01/03 405. 112,000.00 126.18 106.53 K. SUMMARY OF SELLER'S TRANSAQTION L. S~- 7d'0. TOTAL COMMISSION Based on Price ~ 112.000.00 (~. 6.0000 % ~.720.00 PAID FROM PAIO FROM Division of Commission (line 700) as Follows: BORROWER'S SELLER'S 701. $ 3,335.00 ' to Coldwell Banker Bigham FUND~ AT FUNDSAT 702. $ 3,385.00 to Ebener & Associates SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 6,720.00- 704. Transaction Fee to Coldwell Banker Bigham 75.00 ~100. ITEMS PAYABLE IH CQNNIE[CTION WITH LOAN 801. Loan Origination Fee 0.0000 % to 802. Loan Discount % to 803. Appraisal Fee to 804. Credit Report to FNMA First American 18.82 805. Application Fee to Coldwell Banker Mortgage POC $ 250.00 175.00 806. Flood Certification Fee to STARS 19.50 807. Document Preparation Fee to Coldwell Banker Mortgage 85.00 808. 809. 810. 811. Express Mail Fee to Broujos & Gilroy, PC 15.00 900. ITEMS REQUIRED BY lENDER TO BE P~ID IN AI~¥ANCE 901. Interest From 05/23/03 to 06/01/03 ~ $ 18.000000/day ( 9 days %) 162.00 902. Mortgage Insurance Premiumfor months to 903. Hazard Insurance Premium for 1.0 years to 904. 905. 1000. RESERVES DEPOSITED WITH LF;.NI~EI~ 1001. Hazard lnsurance 3.000 months ~ $ 16.03 per month 48.09 1002. Mortgage Insurance months (~ $ per month 1003. City/TownTaxes months ~ $ per month 1004. County Taxes 7.000 months (~} $ 17.29 per month 121.03 1005. School 13.000 months (~ $ 85.27 per month 1,108.51 1006. months ~ $ per month 1007. months ~ $ per month = 1008. A~gre;iate Adjustment months ~,, $ per month -116.97 1100. TITLE CHARGES 101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Deed Preparation to Stephen Lipson, Esquire 200.00 1106. Notary Fees to Cash 3.50 1107. Attorney's Fees to (includes above item numbers: ) 1108. Title Insurance to Commonwealth Land Title Company 918.75 (includes above item numbers: i 1109. Lender's Coverage $ 100,800.00 1110. Owner's Coverage $ 112,000.00 1111. Pa Endolsements100,300,6.1,820 to Commonwealth Land Title Company 200.00 1112. Closing Service Letter to Commonwealth Land Title Company 35.00 1113. Home Inspection to Homecheck 275.00 1200. GOVERNMENT RECORDING AND TRA~I~F~ 1201. Recording Fees: Deed $ 38.50; Mortgage $ 80.50; Releases $ 119.00 1202. City/Counb/Tax/Stamps: Deed ; Mortgage 1,120.00 1203. State Tax/Stamps: Revenue Stamps ; Mortgage 1,120.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHAI~E~; 1301. Survey to 1302. Pest Inspection to 1303. Monthly Association Fee to Stonehedge Homeowners Assoc. 24.52 70.48 1304. Association Initiation Fee to Stonehedge Homeowners Assoc. 190.00 1305. Water/Sewer to SMTMA 162.2~ 1400. TOTAL SETTLEMENT CHARGES IEnter on Lines 103, Section J and 502, Section K) 4,581.75 8,287.7,3 By signing page I of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this two page statement. Certified to be a true copy. Brou~s ~[ G~lroy, PC ~ Settlement Agent ( P-1287631 P.128763 ! 8 ) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent THOMAS R. GATEHOUSE Date of Death: Will No. N/A DECEMBER 27, 2002 Admin. No. 21-03-0029 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 September 5, 2003 Name Address CANDACE J. LAGAZA 141 JUNIPER DRIVE, ETTERS, PA 17319 THOMAS H. GATEHOUSE, SR. 1411 COLD SPRINGS DRIVE, ERIE PA 16508 Notice has now been given to all persons, entitled thereto under Rule 5.6a) except: NO EXCEPTIONS Date: September 5, 2003 (Signature) - 6/ (/# ' ' Name: CANDACE J. LAGAZA Address: 141 JUNIPER DRIVE ETTERS PA 17319 Telephone (717) 938-1024 Capacity: X Personal Representative Counsel for Personal Representative Name of Decedent Date of Death: Will No. N/A CERTIFICATION OF NOTICE UNDER RULE 5.6(a) THOMAS R. GATEHOUSE DECEMBER 27, 2002 Admin. No. 21-03-0029 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 September 5, 2003 Name Address CANDACE J. LAGAZA 141 JUNIPER DRIVE, ETTERS, PA 17319 THOMAS H. GATEHOUSE, SR. 1411 COLD SPRINGS DRIVE, ERIE PA 16508 Notice has now been given to all persons, entitled thereto under Rule 5.6a) except: NO EXCEPTIONS Date: September 5, 2003 (Signa~ture) (} a ' .... Name: CANDACE J. LAGAZA Address: 141 JUNIPER DRIVE ETTERS PA 17319 Telephone (717 ) 938-1024 Capacity: X ,Personal Representative Counsel for Persoml PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: THOMAS R. GATEHOUSE Date of Death: DECEMBER 27, 2002 Estate No.: c~/-~"~O,:~9 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 whether administration of the estate is complete: Yes X No Date: (MAH:rmt/AM3) If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 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 X B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached September 5, 2003 to this report. Signature ~/ (/ t t - . CANDACE J. LAGAZA Name (Please t~e or l>rint) 141 JUNIPER DRIVE, ETTERS PA 17319 Address 717-938-1024 Telephone No. R.W. - 58 Capacity: X Personal Representative Counsel for Personal Representative *BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171ZB-D601 L~S 7~//Z/- ~/ COH"ONNEALT" OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT., ALLOtCANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1S47 E~ AFP (01-05) STEVEN H ZEIGLER STE 104 4909 LOUISE DR HECHANICSBURG PA 17055 DATE 10-21-2005 ESTATE OF GATEHOUSE THOMAS DATE OF DEATH 12-27-2002 FILE NUHBER 21 05-0029 COUNTY CUNBERLAND ACN 101 Aaoun~ Reai~tad R HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF GATEHOUSE THOHAS R FILE NO. 21 05-0029 ACN 101 DATE 10-21-2005 TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate (Schodula A) 2. 3. $. 6. 7. 8. ORIGINAL RETURN (1) Stocks and Bonds (Schedule B) (2) Closely Hold Stock/Partnership Interest (SchoduZe C) ($) Nortgagos/Notos Rece/vable (Schedule D) (4) Cash/Bank Doposits/Nisc. Personal Property (Schedule E) (5) Jointly Owned Property (Schedule F) (6) Transfers (Schadula G) (7) Total Assets 112;000.00 4;042.50 .00 .00 28;335.23 .00 .00 (8) NOTE: To insure proper cradit to your account, subait tho upper portion of this fora with your tax payment. 144,377.73 APPROVED DEDUCTIONS AND EXEHPTTONS: 9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) 10. Dobts/Hortgage Liabilities~Liens (Schedule I) 11. 12. 1:5. 14. NOTE: ZZ,6ZT.6Z (10) 59~165.55 Total Deductions (11) Nat Value of Tax Return (12) Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) Not Value of Estate Subject to Tax (14) a].793,17 62,58q.56 .00 62,584.56 Zf an assessment was issued previously, lines 14, 15 and/or !6, 17, 18 and 19 will reflect flgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Aaount of Line 14 at Spousal ra~e (15) 16. Aaount of L/no 14 taxable at Lineal/Class A rate (16) 17, Aaount of Line 14 at Sibling rata (17) 18. Aaount of Line 1~ ~axablo at Collateral/Class B rate (18) 19. Principal Tax Duo RECEIPT NUNBER DISCOUNT (+) INTEREST/PEN PAID (-) .O0 CDO0300! FAX CREDITS: PAYMENT I DATE 09-09-2005 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · O0 X O0 = . O0 62,584.56 X 045= 2,816.31 · O0 X 12 = . O0 · O0 X 15 = .00 (19)= 2,816.31 AHOUNT PAID 2,816 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,816.51 .00 .00 .00 ( IF TOTAL DUE ZS LESS THAN $1) NO PAYNENT ZS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR); YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH ~ARDLESS OF THE ST~.'I~S OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: THOMAS R. GATEHOUSE Date of Death: DECEMBER 27, 2002 Estate No.' ~/--~ ~ '-,~,~ ? Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes X No Date: (MAH:rmt/AM3) R.W. - 58 September 5, 2003 If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, j oinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. /~ ~ Signature CANDACE J. LAGAZA Name (Please t~e or orint) 141 JUNIPER DRIVE, ETTERS PA 17319 Address 717-938-1024 Telephone No. Capacity: X Personal Representative Counsel for Personal Representative BUREAU OF ZNDZVTDUAL TAXES TNHERITANCE TAX DTVISION DEPT. 280601 HARRISBURg, PA 17128-0601 STEVEN M ZEIGLER STE lOq q909 LOUISE DR MECHANICSBURG COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-15~7 EX AFP Cgl-O$) PA DATE 10-21-2005 ESTATE OF GATEHOUSE DATE OF DEATH 12-27-2002 FZLE NUMBER 21 05-0029 COUNTY CUMBERLAND ACN 101 I A~ount Remitted THOMAS R MAKE CHECK PAYABLE AND REMYT PAYMENT TO: REGTSTER OF NILLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THZS L/NE I~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ]:NHER:]:TANCE TAX APPRAZSEMENT, ALLONANCE OR D:ZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF GATEHOUSE THOMAS R FILE NO. 21 03-0029 ACN 101 DATE 10-21-2005 TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATZON CONCERN]:NG FUTURE /NTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held Stook/Partnership Interest (Schedule C) q. Mortgages/Notes Receivable (Schedule D) (q) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28;355.23 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 59,165.55 11. Total Deductions (11) 12. Net Value of Tax Return (12) 112z000.00 qzOq2.50 .00 ZZ,627.62 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payeent. lqq,377.73 81.793.17 62,58q.56 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00 lq. Nat Value of Estate Subject to Tax (lq) 62,58q.56 NOTE: Zf an assesseent was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 w111 reflect figures that lnclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rata 16. Amount of L/ne lfi taxable et Lineal/Class A rate 17. Amount of L/ne lq et Sibling rata 16. Amount of Line lq taxable at Collateral/Class B rata 19. Principal Tax Due rAX CREDZTS: PAYMENT RECEZPT DATE NUMBER 09-09-2003 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADD/TZONAL INTEREST. DISCOUNT (+) ZNTEREST/PEN PAZD (-) .00 (15) .00 X O0 = .00 (16) 62,58q.56 X Oq5= 2,816.31 (17) . O0 x 12 = . O0 (18) .00 x 15 = .00 (19)= 2,816.31 AHOUNT PAZD 2,816 TOTAL TAX CREDZT I I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,816.31 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CRED[T" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THZS FORM FOR /NSTRUCTZONS.} RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possess/on or enjoyment to Class 8 (collatara1) beneficiaries of the decedent after the expiration of any estate for lifo or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the tawful Class 8 (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by ceiling thm special Zq-hour ;nam;ring service for forms ordering: 1-800-$62-2050; services for taxpayers with special hearing and / or spa;king needs: 1-800-~7-$020 (TT only). Any party in interest not satisfied aith the appraisement, allowance, or dis;Ilea;nc; of deductions, or assessment of tax (including discount or interest) as shown on this Notice lust object within sixty (60} days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 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 within three (3) calendar months after the dec;dent's death, a five percent (52) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed an 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 time per[od as you mould appeal the tax and inter;st that has been assessed as [ndicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent par annum calculated at e daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest DaLly Interest DaLly Interest Daily Yaa__r Rate Factor Yea__r Rate Factor Year Rate Factor 1982 ZOZ .0005~8 1987 92 .000247 1999 72 .000192 1983 162 .0D0~38 1988-1991 llZ .000301 ZOO0 82 .000219 198~ llZ .O0030X 1992 92 .0002~7 ZOO1 92 .0002~7 1985 132 .000356 1993-199~ 72 .000192 ZOOZ 62 .00016~ 1986 IOZ .OODZT~ 1995-1998 92 .0002~7 Z003 SZ .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINgIUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Not[ce, additional interest must be calculated.