HomeMy WebLinkAbout02-0874
PETITION FOR PROBATE and GRANT OF LETTERS
B. Ge'VSi.-L~ No. ').J -OJ. -m
To:
Estate of' -rJt!..rt.e
,
also known as
Register of Wills for the
Deceased. County of~J~;/"H.t in the
Social Security No. I ~~ - OS- - 3 i' 3 '-- Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut 0 ~
in the last will of the above decedent, dated hr ___""c;,I .2.8
and codicil(s) dated
named
, 19~
/Z&NV~?,"""'"
f ""eLVOv 41. ZJ-97 ~ ?-/'9-~'2....
(state relevant circumstances, e.g. renunciation, death o;zeciltor. etc.)
Decendent was domiciled at death in .;.; Co ty, Pe
h "c ~ast family or~incipal residence at ".. ~
....."h, ~ / I
. ,
(list street, number and muncipality)
Decendent, then 95 years of age, died 9 _ ~ - ~? , 19 ,
at C-'94'/r-/c.. ~~;P.'ff~ -,...e1Jc ~ l.- C"'" --'-'-4- .
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 the victim of a killing and was never adjudicated
incompetent:
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 $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters -t< ~ ....- /l# ,...,N rH/Z... t
(testamentary; administratio c.t.a.; admmlstratlon d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF C//#JB~ I). J
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to ~r affirmed and subscribed ~~~Er:' ~ ~
before me thiS 27th day of . ~ I ,.{;'"":J1i' '7 "
f}~~~.IJLW'~~,~ ;,~ ~ ~
Donna M. Otto, 1st [)err:;;; 'J,egister . ~
/1-'9/- .3
~o. 21-2002-874
Estate of
" V n....Tl.Cr B. ~E/VS L.C!d?
I
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW SpptPmhPr 77th ~ 700?, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ""~ ;;1<!!" /""9~
described therein be admitted to probate and filed of record as the last will of """;-0 #'- 1!3.
~ I
CJ>~~"~
and Letters ~6!.o-?t' _/l".~A..
, . _ ,_ ,__ :'1~
are hereby granted to / /;:;;r, ='L- c.::. &/ ~
FEES
Probate, Letters, Etc. ......... $ 18.00
Short Certificates( 3) . . . . . . . . .. $ 9.00
Renunciation ................ $ ,';:,r7
x-Pages (1) $ 3.00
JCP TOTAL _ $ 5.00
Filed Sept.enoor, . 27th,.2QO;?, . . $~P..OO. . .
e~.fll#M/~~
Register of Wills
Donna M. Otto,' 1st Deputy .,f;)7'
4-_?h...~ s: c2)..&-v;O~~
A TIORNEY (Sup. Ct. !.D. No.) 2? 7-$ r
J c#.~~L:.J7: ..>~ .:;!P<::>-
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PHONE
CALLED ATI'ORNEY ON 9/27/02
21-2002-874
RENUNCIATION
In RE Estate of MYRTLE B. GENSLER, Deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned MELVIN A DAY, son of the above decedent, hereby renounces
the right to administer the estate and respectfully asks that Letters Testamentary be issued
to my brother, LESTER E. DAY.
WITNESS my hand this
1C;7? day of September, 2002.
-~(~A~'_ (/ 17
ME VIN A. DAY
754 Cressent Drive
Columbus, Georgia 91909
; i
REGISTER OF WILLS OF ~n-; /€-~//~/COUNTY
OATH OF SUBSCRIBING WITNESS
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(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that k &v4-J' present and saw
~...uo-' ,~ /.~. C e-~ " ~.
the tes(at L.J)( ,sign the same and that "tu signed as a witness at the
request of testat~ in h ....- presence and (in the presence of each other) (in ence of the
other subscribing witness(es)).
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Sworn to or affirmed and subscribed before
me this 27th
septembe
(Name)
(Address)
21-2002-874
RI<.,'GISTER OF WILLS OF ~k4--./ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
,j) 00/'&/1- /J?, ;J~ '7
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
<?.L /" > familiar with the signature of ....'1...A. r~(!?- t3... G eN.r~/2..
, '
cnrl;.....il_
testat /t.I;( of (811e
sf +h""
!:"l'?[~rih;"'g Ulitm'(:l;:pc tQ) the
will
presented herewith and
that
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believes the signature on the will is in the handwriting of
1'>7,j(."'1% &, C;:e"".r~c.-rt-
to the best of mv knowledge and belief.
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.vo...........-".- (Name) ,-n, Vq.;
;;ze r- ?- ,vii boN, y~ 01 .
/'~fl<. / cL(AddreSS) ~ I ~
Sworn to or affirmed and subscribed before
me this 27th day of
~r ~ 2002
@ LL.U
nna . ~o, ~ .p y .
~4'tReglster
(Name)
(Address)
21-2002-874
I, MYRTLE B. GENSLER, of the Borough of Carlisle,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
I. I devise and bequeath all of my estate of every
nature and wherever situate in equal shares to such of my sons,
LESTER E. DAY and MELVIN A. DAY as shall survive me by thirty
days.
II. Should either of my sons, Lester E. Day or Melvin
A. Day, predecease me or die on or before the thirtieth day
following my death, I devise and bequeath the share of such son
to his issue per stirpes living on the thirty-first day following
my death; and should any of my said adult sons leave no such
issue living on the thirty-first day following my death, I devise
and bequeath the share of such son to my other son, or to their
issue per stirpes living on the thirty-first day following my
death.
III.
I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
,
. ,
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
IV. I appoint my sons, LESTER E. DAY and MELVIN A. DAY, co-
executors or the suvivor of them executor of this my last will.
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Should both my sons, Lester E. Day and Melvin A. Day, fail to
qualify or cease to act as executors, I appoint my grandson,
DENNIS A. DAY, alternate executor of this my last will.
VI. I direct that my executors or their successor shall
not be required to give bond for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this
flY'
2. 8 ~d.ay of /77/j/2['1 ' 1996.
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MYRTLE B. GENSLER
The preceding instrument, consisting of this and one other
typewritten page identified by the signature of the testatrix,
MYRTLE B. GENSLER, was on the day and date thereof signed,
published and declared by MYRTLE B. GENSLER, the testatrix
therein named, as and for her last will, in the presence of us,
who, at her re uest, in her presence, and in the presence of each
other have s scri~ed our names as witnesses hereto.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DANIELS WilLIAM S ESQUIRE
1 W HIGH STREET
CARLISLE, PA 17013
_nnn_ fold
ESTATE INFORMATION: SSN: 174-05-3132
FILE NUMBER: 2102-0874
DECEDENT NAME: GENSLER MYRTLE B
DATE OF PAYMENT: 11/27/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/03/2002
NO. CD 001896
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,500.00
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TOTAL AMOUNT PAID:
REMARKS: lESTER E DAY
C/O WilLIAM S DANIELS ESQUIRE
CHECK# 95
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$2,500.00
MARY C. lEWIS
REGISTER OF WillS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
Name of Decedent: MYRTLE E. GENSLER
Date of Death: September 3, 2002
Will No. Adm. No. 21-02-0874
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
I:i.a.mil
Address
Lester E. Day
2077 Newville Road
Plainfield, PA 17081
Melvin A. Day
7544 Cressent Drive
Columbus, GA 91909
Notice has now been given
Rule 5.6(a} except: None
Date: /2 _ c.,- (/"7
to all persons entitled thereto
Ud~V7~e. ~
under
Name: William S. Daniels
Address: One West High Street
Carlisle, PA 17013
Telephone: (717) 243-3831
Counsel for Personal Representative
~l~EX(8-00J
11-91-3
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
,DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1?pO
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
S NAME (LAS~ST,AND MIDDLE INITIAL)m ,., ~ S.
DATE OF DEATH (~o-YEAR) DATE OF BIRTH ~-DD-YEAR)
9' - ,~ - ~~'2.... ro -c; -/90
(IF AFPLlCABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
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~ 1. Original Return
D 4. Limited Estate
~ 6, Decedent Died Testate (AllIcil oopy of Will)
o 9. Litigation Proceeds Received
/
'.' , OFFICIAL USE ONLY
FILE NUMBER i{
08:::J.
,2../ - 0 2___L
COONTY tooe YEAR NUMBER
SOCIAL SECURITY NUMBER
/~~ ~ :?/3 <.
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 2, Supplemental Return
o 4a, Future Interest Compromise (dale of dealh after 12-12~2)
o 7. Decedent Maintalned'a Living Trust (AttachCOj)yafTru~Q
o 10. Spousal Poverty Credit (dele of ~1h be\Wellll12-31-91 and \-1-95)
D 3. Remainder Retum (dile of death prieM' la 12-1:l..82)
o 5, Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11, Election to tax under Sec. 9113(A) (AlIach Sd'l 0)
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COMPLETE MAILING ADDRESS ~ / d
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S)'5..... ~
'a-US ?-Q- ~
FIRM NAME (If AppIicalH)
I'7K
-2. ~-3S3/
I~O-I3
TELEPHONE NUMBER
(1)
(2)
(3)
(4)
(5)
1, Real Estate (Schedule A)
2, Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes ReceIvable (Schedule D)
5, Cash, Bank Deposits & MIscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
OFFICIAL USE ONLY
f-<t,
fo-~, / Cj&', ~
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (7)
(Schedule G or L)
8, Total Gross Assets (total Line. 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H)
10, Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
1\, Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
(9)
(10)
... ... (8)
,8, ?~ /, Clq
I,' C7q~ 'r3
(11)
(12)
(13)
C ~,; / 9~. ?-.::.-
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13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (line 12 minus line 13)
SEE INSTRUCTIONS OK REVeRSE SIDE FOR APPLICABLE RATES
15, Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec, 9116 (a)(1 ,2)
16, Amount of Line 14 taxable at lineal rate,
58. /~/, '78.
,
"
/'0/ OS-c., 7f-
SCJ. /'7/, <18
.
17, Amount of line 14 taxable at sibling rate
18, Amount of line 14 taxable at collateral rata
19. Tax Due
20'~
(14)
~.
J73,;/ r /, ~ 8'
.
',,0_ (15)
,,0$2.. (16)
~, ~/"-;31
,
,,12 (17)
',15 (16)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
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)
Decedent's Complete Address:
r-~- / 2-8 ~ ~F/h.;
CITY
Tax Payments and Credits:
1. Tax Du. (pag.l Lin.lg)
2. Cr.ditslPaym.nts
A. Spousal Pov.rty Cradit
B. Prior Paym.nts .'
C. Discount
c!!l/.
'i ~
I STATE
(1)
~(roo, 00
/ 3/. 38
Totai Credits (A+ B +C)
(2)
3. InteresllP.nalty ff appiicabi.
D. Int.rest
E. P.nalty
Totallnt.resUP.n.lty (D + E)
4. if Line 2 is gr.ater than Lin. 1 + Lin. 3, enter the diff.rence. This is the OVERPAVMENT, .
Check box on Page 1 Un. 20 to request a refund
5. If Lin. 1 + Lin. 3 is greatar than Lin. 2, .nt.r the difference. This is th.e TAX DUE.
A. Ent., the int.rest on the lax du..
(3)
(4)
(5)
(SA)
(5B)
I ZIP
52-.(,1(,,39
.5;, t,.3J_ sa
,
/51 /Cf
B. Ent.r the totai of Lin. 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: ~EGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did d.ced.nt make a transf.r and: Ves
a. r.tain the us. or incom. of the prop.rty transf.rrad;.......................................................................................... D
b. r.tain the right to d.signate who shall us. the property transf.rr.d or Its incom.; ............................................ D
c. retain a r.v.rsionary int.rest; or.......................................................................................................................... D
d. r.ceive the promise for Ilf. of .ith.r paym.nts, b.n.ftts or car.? ..........:,.".................".................................... D
2. If d.ath occurr.d aft.r D.cemb.r 12,1982, did deced.nt transf.r prop.rty within one year of death
without recaiving ad.quate consideration? ............................................................................:................................. D
3. , Did deced.nt own an 'In trust fo~ or payable upon d.ath bank account or security at his or h.r d.ath? .............. D
4. Did deced.nt own an .Individual R.tirem.ntAccount, annuity, or oth.r non-probate prop.rty which
contains a beneficiary designation? ........................................................................................................................ D
No
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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 petjury, I declare thai I have examined IIlls return, Including accompanying $Chedulss and statements, and to the best of my knowledge and belief, Ills true, correct
and complete.
Dedaratlon of preparer other than the personal representatlve lIS based on aU Information of which preperer has any knowledge,;, .
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
~
10 -' 03
9&0'/ ~;4... If? /l- / ret .3
. ,
For dates of d.ath on or aft.r Juiy 1, 1994 and before January 1, 1995, th.lax rat. imposed on the net value of transfers to or for the use of the surviving spouse ~ 3% .
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of d.ath on or aft.r January 1, 1995, the lax rate imposed on the n.t valu. of transfars to or for the us. of tha surviving s~us. Is 0% [72 P.S. 99116 (a) (1.1) (Ii)).
The statute does not .x.mot a transf.r to . surviving spousa from lax, and the statutory r.quir.mants. for dlsclosur. of assets and filing a lax retum are still applicabl. ev.n ff
tha surviving spouse is the-oJlly benaficiary. ..
For dates of death on or aft.r July 1, 2000:
Th. lax rate imposad on the n.t valu. of transfers from a d.ceased child tw.nty-ona y.ars of age or youngar at daath to or for the us. of a natural par.nt, an adoptive par.nt,
or a stepparent oftha child Is 0% [72 P.S. 99116(a)(1.2)).
The lax rate imposed on the n.t vaiu. of transf.rs to or for the us. of the d.cedant's linaal ban.ficlari.s is 4.5%, .xcept as not.d In 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)).
The lax rat. imposed on tha nat vaiua of transfars to or for the use of the decadent's siblings Is .12% [72 P.S, 99116(a)(1.3)]. A sibling is d.fined. under S.ction 9102, as an
individual who has at Iaast ona parent In common with the daceden~ whethar by blood or adoption,
SIG~O
ADDRESS ../..
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DATE
9-/c- ~3
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21-2002-874'
I,MYRTLE B. GENSLER, of the Borough of Carlisle,
cumberland Count~, fennsylvania, declare this to be my last will
and rev,Gke any' will" previously made by me.
I. I devise and bequeath all of my estate of every
nature arid wherever situate in equal shares to such of my sons,
LESTER E. DAY and MELVIN A. DAY as shall survive me by thirty
days. '
II. Should either of my sons,'Lester E. Day or Melvin
: i ,- ....\ 1,'.,.
A. Day,l predecease,' me or, die on or before the thirtieth day
;~ ,1,;'1:-':1, .,
f all owing my' death, I devise and bequ-eath the share of such son
to his issue ~er stirpes"living on the thirty-first day following
my death; and should any of my said adult sons leave no such
issue"li'vin9~onth~ {hirty-first day following my death, I devise
and bequeath the share of such son to., my other son, or to thei r
. I
issue per stirpe~ livl~gon the thirty-first day following my
death.
III. I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
IV.. I appoint my sons, LESTER E. DAY and MELVIN A::, DAY, co-
executors or the suvivor of them executor of this my last will.
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Shouldboth.my.sons;Lester E. Day, and Melvin A.'Dat, fail to
, :- ,"< /.:~:, " 'f'<;",;":',':"):"".,,, f;' \":r:.,'-.~,""
, '. quali,fy."':o,r~,ceaSe to~ct~s eKecutors, I appoint my grandson,
,"o;:'.':J' .....;:,.:.j :'\;',,:' :i;,:":':':~"~ . , ,', .
DENNi's'ADAY"alternate executor of this my laSt will.
"
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.~I~I directth~t my executors or their successor shall
,not be req~ir~d to give bond for the faithful performance of
theirdtities~in ad, juri~diction.
"
.,< IN' WITNESS WHl!:REOF, I have hereunto set my hand this
.2 arty of /71~/j , 1996.
?I~;yvCU ,).3, )I.o/'Mlh/1'
M1RTLE B. GENSLER
The preceding instrument, consisting of this and one other
typewritten page identified by the signature of the testatrix,
MYRTLE,B. GENSLER, was on the day ~d date thereof signed,
published ~nd declared by MYRTLE B. GENSLER. the testatrix
ther~in named, as and for her last will, in the presence of us,
who,flat her're est. ,in her presence, and in the presence of each
6t~r _h~ve s scdf>ed our names as witnesses hereto. '
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~ SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INH~~I~~~~6:tE~~~RN PERSONAL PROPERTY
ESTATE OF /"/ -r/ L)
'-' ~ N f (...e-I'l.. , /h ~ ,.v fA- tJ.
, '
Include !he proceeds 01 litigation and !he date !he proceeds were received by !he estete. All properly jolntly-owned with thl right of survlvorohlp mull be disclosed on Schedu. F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
FILE NUMBER 8 ':ll.J
;2./02 -0 T7
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7,
8.
"t//7 /A:7VN r a 'l~'
% #- ~ltJOlaq6B.3
Cj) 4f 84/ (JoOO 8t:1JO
&-'-(,.,,#<(,1 u C>9.fU>Gv.J ~scx..; ~r~s
. l
"'UV7"~7,"" oI~"r'7r rr.......l.
C41" ~ (3 LI..1-< ..e-12...vsS
- fJlJ-) ~r-c 4~P ~ ~V"- .) .
P9r, ~ IC c"'.......... ),..,. -/,- '~i 4-rr'c.)
/C~IVL) ~cYI'.?;.nc..J
IZ(X-r-.J "--
~tf!.lte~T / + L
!9--F UK-. ,1"'7-..(~ j &'-.;.t-",,,,.vd fY'~;t..f,.,,)
fH-f 1'''Y''-'0 ) cJ',yI'.L --- Cb-- "J)' ",;;...r
_ 7
~#-<_dL ~r--:'/ /;\., L~/ ~~r//~'-
/~ tCjtJ, 93
i.S'1; "12.-:;./ oS-
$]9, z3
.2 CJ/ '1'L(
I, 7LS"""
68, c;S-
2/ ' oc.
1'1. 1'3
31,'8
IJ ~ ~ 6'. .!:>c:J
17-.~3
TOTAL (Also enter on line 5, Recapitulation) $ & Eh /, JCt8,"?tO
(If more space Is needed, insert additional sheets of the same size) ,;; I .," ;: 2..---
i,,/r', ,-
REV-15ll EX. (12'99)W
COMMONWEALTH OF PENNSYLVANIA
INHeRITANCE TAx RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
"
J
FILE NUMBER
?,/d2--t/?r4
ESTATE OF
G &---/V5 c--c=:-rc..{ /7)7 r-f-~
13
ITEM
NUMBER . . DESCRIPTION AMOUNT
A. '~AA""'","'f;f:. It.- IV I;"
,. ~ -r-" j( N~'- +?~ 302'43 .-
<' . t'~ ~~+-/ .fen-Viet '58-3, 2-
~1';-/"~"6 Gd 2/ 0
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions
Name of Personal Represenlative(s) ~.s n!?I't.... 6. j)~ :f'tClr
Social Security Number(s)(EIN Number of Personal Representative(s)
Str..tAddr.ss ~?--r- A'....w.../~ ,.eJ -
City ;P~;.Iki-l' Stat.~ZiP I~I
~ ,
Year(s) Commission Paid: -.
2. Attorney Fees ~~- r4-~~1 1/:$'8 -
-
, r-
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) J
Claimant /I/&/VC
Street Address
City State -+--- Zip
Relationship of Claimant to Decedent
4, Probate F..s 4, r- P"" j;:::; 7' /t .L.!(j, ~~
44U t. ;-J'i-r-- 9'f,oq
5. Accountant's Fees
6, Tax Return Preparer's Fees
7, Cv-.~/~ _l9w ~Vr"'I1-<-1 pJV'J-,.,r-,..,:" ff'Y" ?,5; "'c,
-hra-- ~?'>.,.,e.c- 1 -1-JY.(..I-/ '&'.I^"'1 , Lr~f '88" ..t!~
8 .
,
'i, ~~6f'Z?r- ~'7/r" ,.4-/-",,/' ;A,jt,-",,", ~........y.-.';;', " :z-s. "'c, ,
/1/( /2es-ert-Va--fC ~~7' k~ 3p-c-.e;-r:;,
/1, ~-?7~<7/#'/- ~J9JVI<-, c.L --<. ~f" , ,3.00
-
TOTAL (Also enter on line 9, Recapitulation) $ ~r9t !L...(}
Debts of decedent must be reported on Schedule I.
o~
-
~.
"
-
Lf.j',
-., ',}
(If more space IS needed, Insert additional sheets of the same size)
~-
uv.UIlU'II.'~ .. SCHEDULE I
<""""'''''''''''''otPl'''''''''1A .. DEBTS OF DEC"DENT,
INHUI'U.NC! t.u CffUIN . I;
""...'..a.,'1 MORTGAGE LIABILITIES AND LIENS
ESTATE OF
G E- /1/ cY LC?/<.. /J'1"/Z. TG-<S' B
,
ITEM
NUMBER
),
.3'.
1
5"',
t,
-:;,
.'~. f3
,
....\
I.
s//V;v~
po If e I G C"'/l..---
4- Pi- /f<.-. I
jJ!{/.- LJ
'-''''~
PI.a.. Print or Typ. .
,FILE NUMBER
;:2./0Z. - eY8 7-
DESCRIPTION
t: Y~"-L
/flu C-?7vrv I
,
Cc;?-> n-> IS">"" ""V
-
/N~_ ~r..#--;-n/G<.-""1
w 11'/,f/.L>
/ELWe.-otJ G~~"7v'S/ r...t.-..v'r-
e~/Z--?-tf~ .:;:' -???;l//V'" tIJ-:sS'GC/~--S, 5'yCS-
Cu mj,t.,-I~o! "fn-,)" ~"'v~ Sf/c.) S'VC-.J'
(?O?v~ /~;yI //J~c;/t,;;7~// >YCJ
~.
"
-"..
"
",
TOTAL (AI.o .nt.r on IIn. 10, Recapilulatlon)
(If more $pa~ is n.~d.cJ, insert additional sh..ts of ' same siz..)
AMOUNT
3/,0'
3' :73, 87-
:;J L,/, Lf I
C3C, bZ-.
5>SS, OQ
/5:88
;2/, OG
/9. 93
57 :r '3
REV.1513 EX+ (9-00)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
,#J tj /' / k)3" FILE NUMBER _ 08
RELATIONSHIP TO~~E~ 2- AMOUNT OR SHARE6
Do Not Lilt Trultee(l) OF ESTATE
ESTATE OF /i r:.
( :;J /-:/1/5 ~~ I
/ I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributlons, and transfers under
,', 50<:.9116(0)(1.2)]
L..ps~ E ( ,])/9-.V
~'?-r- #,U(/t',~ R ri r
flbf/-ilp/t?z.J>) PI} I'1CJBI
NUMBER
[
~N
1.
2...,
0eLVnV I), J)19i
~4lf ~.5eNr 0,(',
c,~ml(/S, GIf- 9/CJc:19
$'6r-I
y Z-- /2e:';;; t( <
f'z..- ~)~tI>4l.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1B, 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
,
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
(If more space is needed, insert additional sheets of the same size)
TOTAL OF PART ll- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-1500 COYER SHEET $
" /"?-9/-3
\.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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
W S DANIELS
HUMEN & DANIELS
1 W HIGH ST STE
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-21-2003
GENSLER
09-03-2002
21 02-0874
CUMBERLAND
101
*
ItEV-15~7 EX AFP IDl-asl
MYRTLE
B
205
PA 17013
Allount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is4i-ix-liF:P--foFo3rNOYiciniF-YNHiiiii'iiiofcn.AX-A-PPR"imiiMEN'::--liiXowAifcE-cfli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GENSLER MYRTLE B FILE NO. 21 02-0874 ACN 101 DATE 10-21-2003
TAX RETURN WAS: (X I ACCEPTED AS FILED
J CHANGED
NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
58,141. 98 X 045 = 2,616.39
.00 X 12 = .00
.00 X 15 = .00
1191= 2,616.39
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll)
[21
131
(41
(51
(61
[7)
.00
.00
.00
.00
68,198.75
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(91
1l0)
8,961. 04
1.095.73
(11)
1121
1131
1141
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
68,198.75
ID.n~6 77
58,141.98
.00
58,141. 98
TAX CREDITS:
l+1 AHDUNT PAID
DATE NUMBER INTEREST/PEN PAID [-I
11-27-2002 CDOO1896 130.82 2,500.00
10-14-2003 REFUND .00 14.43-
TOTAL TAX CREDIT 2,616.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
/')-9/-3
\, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1601EXAFPlOl-05l
W S DANIELS
HUMEN II DANIELS
1 W HIGH ST STE
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-27-2003
GENSLER
09-03-2002
21 02-0874
CUMBERLAND
101
MYRTLE
B
Amount Rellitted
205
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account3 submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifli=ic,iWiiCAFP-foFo3y------...io--INirERITANc'E--YAX--STA"fiH'E-NY-OTACCOljN"f--ioii..---------------------
ESTATE OF GENSLER MYRTLE B FILE NO. 21 02-0874 ACN 101 DATE 10-27-2003
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACH IH THE NAMED ESTATE. SHOWN BELOW
IS A SUMHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-21-2003
PRINCIPAL TAX DUE:_ 2,616.39
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-27-2002 CDOO1896 130.82 2,500.00
10-14-2003 REFUND .00 14.43-~
,
TOTAL TAX CREDIT 2,616.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
DANIELS WILLIAM S
1 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of GENSLER MYRTLE B
File Number: 2002-00874
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: 9/03/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBkf3GH
REGISTER OF WILLS
CC:
File
Personal Representative(s)
Judge
Name of Decedent:
Date of Death:
WiLl No.:
STATUS REPORT UNDER RULE 6.12
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respedt to completion of the administration of the above-captioned estate:
State whether aclm~n~stration of the estate is complete:
Yes~ No[-]
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:
Did the personal r,~resentafive file a final account with the Court?
Yes _ No
b. The separate Orpban¢' Court No. (if any)for the personal representative's
account is:
c. Did the personaI~[_e~resentative state an account informally to the parties
in interest? Yes J~] No ]--] -" '
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 th.is
Capacity:
Signature
Name
Telephone No.
Personal Representative
/J~ounsel for personal representative