HomeMy WebLinkAbout03-0318 PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Register of W~s for the
Deceased. County of _ Uo~/~ ~ in the
Social Securi(v No. ~ ~1 - ~ ~ ~ ~ Commonwealth of Pennsylvania
The petiliol~ of the undcrsigned respectfully represents that:
Yom petitioner(s), who is/are 18 years of age or older an the execut F t~ named
in the last wil} ol the above decedent, dated ~a~ ~2 /q~¢ , 19~
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~F'~-o",- ~.- ].~ ,-~ q~. ,_ Coo~ty, Pennsylvania, wit~
h/J last family or principal residence at ~0 ~oc ~ ~ 0 ~ ~ ~v - ~0 ~ ILl l, ~
(lisl s[ree[, number and muncipality)
Decen~ent, then ~~ years ofa~e, died . ~ ~ Zt . . ,~ ~0~
Except as follows, decedent ~O. id 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 $ ~l OOo
(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 req¢est(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters 4; '~"~.'~ ~ ~ t ./~,/-, ~ o ~ ~
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAl, REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~> ss
COUNTY OF
The petitioner(s) abovemamed 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 or affirmed and subscribed C- /~AJ~dt,.~ff~0', ~
before me this __ /t~ ~-/-t' _ day of / x j ' ~'
/
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF: :
:
FREDERICK C. GEISE, : NO. 21-03-0318
Deceased :
PRAECIPE TO ENTER APPEARANCE
Please enter the appearance of Mark W. Allshouse,
Esquire, as attorney for the Estate of Frederick C. Geise
in the above captioned matter.
M~rk W. Allshouse/ Esquire
~ttorney ID #780~4
~833 Spring Road
Shermans Dale, PA 17090
(717) 582-4006
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frederick C. Geise
Date of Death: December 28, 2002
Will No. 2003-00318 Admin. No. 21-03-0318
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes ; No X .
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: six (6) months.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes__;
No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account ilfformally to the parties
in interest? Yes __; No
d. Copies of receipts, releases, j0inders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
u'~ Si~tfature
C:~,~..~ ~.c.:~..~ Ks ~_ c.; lVfl'ark W. Allshouse, Esqu}fe
~c:~ Attorney ID #78014
~ .......... ~ uo~ 4833 Spring Road
~ ~ ~': She~s D~e, PA 17090
c'_:~ ~ ~~ =z (717) 582~006
,_~_, ~ ~ O ~ CapaciW: Pemond Representative
,~ X Co~el for Perso~ Representative
No.
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW /?~,'~, / // ,t~o~:~, 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
described therein be admitted to probate and filed of record as the last will of
and Letters _.
are hereby granted to
FEES
Probate, Letters, Etc .......... S
Short Certificates( ) .......... $.~_~_,_D_~ ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ................
$ /~.egt~ ADDRESS
TOTAL __
PHONE
RENUNCIATION
In Re Estate of Frederick Carl Geise deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned John M. Geise, Executor of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Administrattion c.t.a.
be issued to Margaret B. Geise
w~ss d~ ~ ~ ,~. :e~ ~dt~,i, ,~ '~,~,~. o~ ~~.9 ~~
¢i~tme)
196 .Park Rd.
South Burlington, VT 05403
(Address)
(Signature)
(Address)
(Add. ss)
04. 07/,_00,., 10 48 FAX 7172588379 LAf,~_OFFICE_OSZtJSTO%'ICZ l~001/001
RENUNCIATION
In Re ~sta~e of Frederick Carl Geise d~a~ed.
To the Reliis[cr of Wills of _Cumberland County, Pennsylvania,
The undersignedPatricia B. Catchpole also known as Patricia A. Catch~le,
Executrix
the abcvo decedent, hereby renounce(s) the right to administer the e~tate and r~fuHy ~k(~) that L~r~
Testamentary
~ issue4 to John M. Geise
(Sl~natttte)
Patricia B. Catchpole
1 476 Thompson' s Lake Road
East Berne, NY 12059
(Address)
Patricia A. Catchpole
1476 Thompson' s Lake Road
East Berne, NY 12059
(Addmm)
NANCY LOLLINO
N~ARY PUBLIC, STATE OF NEW YORK
COMMISS'O F~S .~~
This is to certi~, that the information here given is correctly copied fi-om an original certificate o£ death duh' filed with mc as
Local Registrar. The original certificate will be forwarded to the State Vital P, ecords Of'fice t:or permanent filin~.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
H~os.~44 n~. '~o~ COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
'"~"~ CERTIFICATE OF DEATH
~ (Coroner)
~NENT
Frederick C Geise ~. Male I~.i 051 - 38 - 8569 . De
I UNDER,YEAR I UND~RIDAY I DATEOFBIRTH I BIRTHP~CE~ Ip ............. ~. . cember 28, 2002
49 ,. Mar.30.1953 E~ra, ~ ,~,~ E~
I I le. 17. Ik IH~ ~ P::::---~ ~
)F~ I CI~O~P ~ D~H ~FACILITY NAME (~f ~ in~u i~, ~ ~r~ ~ ~)
Cumberland I. ~r~.~ I c~,~, Regional Medical Center I=.~.=P.,--.--c~.. I'~)
· A=UAt .. S,.,. PA ~ ,~ ~ m ~=. South Mmd~
40 ~c~ Drl~ [.ss~.cs '
~rlisle. PA 17013 ~'~'
~HER'S NAME (F~. M~. ~) I ' ~'~v ~rl~d
MOTHEr? ~E
~rl - ~se ,,. ~e~ -~ gambs
B. ~ise INFOR~MAIL~ ODDRESS (~..C~. Slate. Z~ C~
~. ~u ~c~ ur~, ~r~s[e, PA 17013
~Q ~=~ D.,,. 12/31/2002 ,~st Harrisburg ~Cr~. ~t,. Harris~g, PA 17109
ia,. ~ 012633 L ,~g Brokers ~eral H~, ~rlisle, PA 17013
~~"'"' 1:00 P December 28. 2002
~)~ ..~cclusive Coronar~Dlsease
~ ~ ~ ~ ~ k~, ~ ~u~ ~ ~ ~ ~1} ~ ~,~ ~n a~ ~ ~ ~} ~ S~N~URE I
~m~~,~.~-~.--,~,~.~,.~-,=~ii~k-~..~ ................ ~ ~,=. I,,~ecember 30. 2002
'~AL~MINE~ER ' (It~27)T~°rPrinlMichae~ L Norri
"" ~. Mechanlcsburg, Pa. 17050
LAST WILL AND TESTAMENT
OF
FREDERICK CARL GEISE
I, Frederick Carl Geise, of Carlisle, Cumberland County,
Pennsylvania, do hereby make and publish this will.
1.
PRIOR WILLS. I hereby revoke all other wills made by me at
any time.
2.
DEBTS. I direct that all my just debts and funeral expenses
be paid as soon after my death as convenient, and I authorize my
representative to pay and settle all claims and debts as may be
presented.
3.
ENTIRE ESTATE TO SURVIVING SPOUSE. I give, devise, and
bequeath the rest, residue, and remainder of my estate to my wife,
MARGARET B. GEISE, provided that she shall survive me and be
living upon the sixtieth day following my death.
Page 1 of 7
ALTERNATE DISPOSITION. In the event my wife shall
predecease me or die on or before the sixtieth day following my
death I dispose of my estate as follows:
A. Specific Property to Issue. I direct that the
following specific property be set apart and
preserved by my personal representative and
distributed in kind to my issue in equal shares,
upon their marriage or attained age twenty-five (25);
Margaret's diamond engagement ring, Mantel clock
sterling silver silverware, crystal goblets and
wine glasses, shawnee timeshare intervals (R29/29
and 39), steuben candy dish, and gold bracelet with
diamonds.
B. Specific Property to Wife's Family. I give the
following specified items to my wife Margaret's family;
lladro figurines, pearl ring, citizen female watch,
pearl and diamond necklace, sconce, wooden
candlesticks, ceramic teapot.
C. Remainder to Issue. The rest residue and
remainder of my estate, I give, devise and bequeath
to my children in equal shares per stirpes; subject
however, to the hereinafter mentioned trust.
Page 2 of 7
e
TRUST FOR ISSUE UNDER AGE TWENTY-FIVE. In the event any and
all of my issue entitled to share in my estate as aforesaid shall
not have attained age twenty-five upon my death, I give the share
or shares to which said issue are entitled to PETER S. GEISE,
whom I appoint as Trustee, to be held in trust upon these terms:
A. Separate Trusts shall be established for each child
under age twenty-five which trusts shall be invested
in the sole discretion of my Trustee provided that
capital preservation be a primary consideration
in selecting, purchasing and selling investments.
B. Peter S. Geise, Trustee shall be compensated in the
sum of $1,000.00 per year for his services provided
that said fee shall be payable only from income
produced by the trust or trusts to be created. In
addition, the Trustee shall be reimbursed for any
and all necessary expenses incurred in the management
of the trust herein, including, but not limited to,
accounting, legal and tax preparation expenses,
telephone, travel, investment counselling and
bonding expenses.
C. I direct my Trustee to use and apply the income
from the trust or trusts created as follows:
Pag~ 3 of 7
1. Until the beneficiary of the trust shall
have attained eighteen (18) years of age
the Trustee may use up to one-half (1/2)
of the annual income for the reasonable and
necessary living expenses of the said issue
in such amounts and in such manner so as to
assure the well-being, education, maintenance,
and welfare of said issue in every respect.
The Trustee may use any portion of this 1/2
of the trust income, after providing for direct
necessary expenses as aforesaid in any other
manner he deems reasonable in his sole and
absolute discretion. Unused income shall be
added to the principal of the trust.
2. The remaining (1/2) one-half of the trust
income shall be added to the principal and
reinvested.
D. I direct that my Trustee shall not invade the
principal of the trust unless the income therefrom
is inadequate to meet the actual and necessary
education and living expenses of my issue.
E. I direct my Trustee to make distribution of the
principal and accrued income of the trust or
trusts for each beneficiary as follows:
Page 4 of 7
1. Upon the beneficiary attaining age of
twenty-one (21) my Trustee shall distribute
to him or her one-fourth (1/4) of the
principal.
2. Upon the beneficiary attaining age twenty-
five (25) my Trustee shall distribute to him
or her an additional one-fourth (1/4) of the
principal.
3. Upon the beneficiary attaining age thirty (30)
I direct my Trustee to make final distribution
of the remaining principal and accrued income
of the trust, after paying all remaining fees
and expenses of every nature whatsoever.
F. I direct that my Trustee shall not be required to
obtain Court approval to act as Trustee or to
exercise any power or discretion hereunder; make
reports or accounts to any person.
G. The Trustee may resign and appoint a successor
Trustee after giving thirty (30) days written
notice to the beneficiary or his or her guardian.
Page 5 of 7
APPOINTMENT OF GUARDIAN. In the event my wife shall
predecease me I appoint PETER S. GEISE and PATRICIA GEISE to
act as Guardians of the person or persons of my issue under
eighteen (18) years of age.
PERSONAL REPRESENTATIVE. I appoint PATRICIA B. CATCHPOLE as
Executrix of this will. In the event said individual is unable
or unwilling to act, I appoint JOHN M. GEISE as successor.
IN WITNESS WHEREOF, I have signed and published this my
Last Will and Testament consisting of 7 pages in the presence of
the Subscribing Witnesses, this 9~--~day of
1996,
declaring
it to be my true will and testamentary wishes.
Frederick Carl Geise
We, the subscribing witnesses certify that the Testator
signed this will in our presence after reading the same and
declaring it to be his Last Will and Testament. We, further
certify that the Testator was of sound and disposing mind and
memory and un~ no~str~int or undue influence.
Witnes~~~'~/~/~~,/~~ ADDRESS: One West High Street
Edw~//~d W. Harker, Esquire Carlisle, PA 17013
Witness: '~~~_~~ADDRESS: ~ ~ ~ ~~ ~~
Page 6 of 7
~' " ACKNOWLEDGMENT TO LAST WILL
AND TEST~ENT OF
FREDERICK CARL GEISE
COMMONWEALTH OF PENNSYLVANIA )
)SS:
COUNTY OF CUMBERLAND )
I, Frederick Carl Geise, Testator, whose name is signed to the
within Last Will dated this ~z~ day of /~ , 1996, having been
duly qualified according to law, do hereby acknowledge that I
signed it willingly as my free and voluntary act for the purpose
therein expressed.
Frederick Carl Geise
Sworn to and acknowledged before me by Frederick Carl Geise, of~ 1996.
~ota~y-P~Iic --
~HIR~ P. C~VENGER, NOTARY PUBUC
~i~nesses ~hose names a:e
~o iai, ~o depose a~ say
~o[u~a:y ac~ ~o: ~he pucposes ~he:ei~
a~ ~he ~ime eigh~ee~ (18)
Ed~rd ~ :or, Esquire
Sworn to and subscribed before me ~y Edward W. Harker, Esquire
and~;~w_ll~-~3b~ witnesses this~day of~f~_x~, 1996.
N6~ary Public '
/ NOTARIAL SEAL I
o ~I~;I~RLEY P' CLEVENGER, NOTARY PUBLIC
Page 7 ] 'Garlllll, Borough, Cumberlan(I County
/ My ~..~lll,lofl Expires March 5, 2000
EDWARD W. HARKER
ATTORNEY AT LAW
One Wesf High Sfreef
Carlisle, Penna. 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(a~
Name of Decedent: Frederick Carl Geise
Date of Death: December 28, 2002
Will No. 2003-0031 8 Adn~n. No. 21 -03-031 8
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(_a) of thee O!p.hans'~C~o~ur~ Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on apri- z~, zuu.~ :
Name Address
Margaret B. Geise 40 Buckthorn Driver Carlislet PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: Sign~e~//~~-~-
Name John C. Oszustowicz
Address 104 S. Hanover St.
Carlisler PA 17013
Telephone U 1 ~ 243 - 7437
Capacity: ~ Personal Representative
X Counsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
OSZUSTOWICZ JOHN C ESQ
236 SOUTH HANOVER ST
CARLISLE, PA 17013
RE: Estate of GEISE FREDERICK C
File Number: 2003-00318
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: 12/28/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~EV.1500EX"l'6-OO1
COMMONWEALTH OF
PENNSYLVANIA
OEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
4L-~.3
COUNTY CODE YEAR
Q.tL~Lfl
NUMBER
I-'
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITiAl) J SOCiAl SECURITY NUMBER
Geise, Frederick C. 051-38-8569
1D;~~~~~;H (MM~D-YEAR) "~-- ~;~~~~:~ (MM-D~YE~""---I THISRETU~=~~~~~~~ ~~~~~ WITH THE
(IF APPLICABLE) SURViViNG SPDUSE'S NAMEILAST, FIRST, AND MIDDLEINITIAl) ...~ ~-.-tsocIAl SECURITY NUMBER "--- .
Geise, Margaret B.
o 3. Remainder Return (date rJ death prior 10 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Atlacfl ScIl 0)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME CDMPLETE MAILING ADDRESS
Margaret B. Geise 40 Buckthom Drive
FIRM NAME I"",..."", Carlisle PA 17013
26,263.39
11,100.00
0.00
c;'
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (AltacilcopyofWiI)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date ofdeath after 12-12.82)
o 7. Decedoot Maintained a Living Trost (Al1ach copy of TI'II!iI)
o 10. Spousal Poverty Credit (date of death be\ween 12-31.91 and 1.1-95)
(8)
7,787.33
37,363.39
TELEPHONE NUMBER
(717) 249-4288
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1. Real Estale (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule Dj
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Noo.Probate Property
(Schedule G or l)
8. Total Gross Assets (total Unes 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Deced8f1t, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Une 11)
(9)
(10)
(11)
(12)
(13)
7,787.33
29,576.06
(1)
(2)
(3)
(4)
(5)
(6)
(7)
13. Charitable and Governmental BequeslsfSec 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 ON REVERSE SIDE FOR APPLICABLE RA~S
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
.29,51'6.06 x .0 %
(14)
29,576.06
16. Amount of Une 14 taxable at lineal rate
x .0
(15)
(16)
(17)
0.00
17. Amount of Line 14 taxable at sibling rate
x .12
(18)
(19)
0.00
18. Amount of Une 14 taxable at collateral rate
x .15
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
19. Tax Due
axlciL PI' 4 to ,
~ /d76,'~
.. Pel d f~~{) c!f2
{cr?-/-65
.s,R.
Decedent's Complete Address:
STREET ADDRESS
---AO Bucl5thom Drive
----~~_.._-_.__..,--~._--_._-~~---
CITY Carlisle
----J5fA~--
I ZIP 17013
..---
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A Spousal Poverty Credil
B. Prior Paymenls
C. Discount
(1)
0.00
3.
InleresVPenaity if applicabie
D.lnleresl
E. Penalty
Total Credits(A+ B + C) (2)
0.00
4.
TotallnleresVPenalty ( 0 + E )
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
(3)
(4)
(5)
(5A)
(5B)
0.00
5.
If Line 1 + Line 3 Is greater than Line 2, enler the difference. This is the TAX DUE.
0.00
A Enter the inlerest on the tax due.
B. Enler lhe total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
1. Did decedenl make a lransfer and: Yes
a. retain the use or income of the property Iransferred;................................................... ...................................... 0
b. retain Ihe right 10 designale who shall Use the property transferred or ils income; ..................... ...................... 0
c. retain a reversionary interest; or...... ............................................... ......................................................... ......... 0
d. receive the promise for i11e of either payments, benefits or care? ............ ............................ ............. 0
2. If death occurred after December 12, 1982, did decedenl transfer property within one year of death
without re~ving adequate consideration? ..................................................................................................... ........ 0
3. Did decedent own an "in trust fo~ or payable upon death bank accounl or security al his or her death? ...... 0
4. Did decedenl own an Individual Retiremenl Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................................................................... ................................. ................
No
~
~
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Under pef\811ies of pe~ury, I dedare that I have examined thfs return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer olher lhan lhe personal representaliv8 Is based on all Informalion of which preparer has any knowledge
:::\J~.~eR~~OR FILINGRETURN_.____...________...___...._. ---..-J~!uS-_...
-~I) bUc.J<.-t "tc~~ .Dr ,_____..i~:c~1'_5 ~ I'fi___ ./7 (;i.L_____.. ________
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
--,.- '--'--.--.--. _~__n..___ _ ___0.____._....__.__...___ u_____... ___. ...____.. ____~..___ ____________...____._.__._..._._,,__._.__~
ADDRESS
--.----...-----.-------.---------.-.--.-.,------.---- --.--------..---.....--....----..------..----..---.-...----.----.----.---."'.--
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 surviving spouse is 3%
[72 P.S. !i9116 (a) (1.1) (i)].
For dates of dealh 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. !i9116 (a) (1.1) (Ii)].
The statute does not eXp.mDt 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 jf
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 natural parent, an adoptive parent,
or a stepparenl of the child is 0% [72 P.S. 99116(a)(I.2)].
The tax rale imposed on the nel value of transfers to or for the use of the decedenl's lineai beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on Ihe net value of Iransfers to or for the use of the decedent'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, lNhether by blood or adoption.
REV-!503 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Frederick C. Geise
FILE NUMBER
All property jointly-owned with right of sUlVlvorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
DESCRIPTION
Fidelity Investments #147-397520 289.526 shares
Evergreen Investments #221-00223148742 489.365 shares
Evergreen Investments #226-00223148742 286.20 shares
Charles Schwab & Co., Inc. #1641-5661
VALUE AT DATE
OF DEATH
3.
5,019.99
6,895.15
4,951.26
9,396.99
4.
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26,263.39
REV-!508EX+{6-98) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Frederick C. Geise
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1. 2001 Honda Accord - saie price
DESCRIPTION
VALUE AT DATE
OF DEATH
10,600.00
2, 1987 Honda Accord - saie price
500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
11,100.00
REV-1510 EX+ (6-98)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Frederick C. Geise
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY TAXABLE
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED F~ REAl ESTATE VALUE OF ASSET INTEREST (IFAPPlICABLE) VALUE
f. IRA through Charles Schwab & Co., Inc. #3609-8597 148,957.62 100 100.00 0.00
2. ROTH IRA through Cha~as Schwab & Co., Inc. #3609-8599 2,618.85 100 100.00 0.00
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
. REv-1511 EX+ (12-99)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECeDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Frederick C. Geise
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
AMOUNT
DESCRIPTION
1.
FUNERAL EXPENSES:
Ewing Brotf1ern Funeral Home (cremation, um, opening grave, clergy, . . .)
St Patrick New Cemetery (plot)
Carlisle Memorial S9IVice (stone)
Wayne Noss Florist
4,543.93
500.00
1,664.50
95.40
2
3.
4.
B. AOMINiSTRATIVE COSTS:
2.
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
Attorney Fees
600.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
. Zip
4. Probate Fees
Relationship of Claimant to Decedent
5. Accountant's Fees
7.
6. Tax Return Preparer's Fees
8.
9.
10.
11.
12.
Register of Wills (change executor to Margaret B. Geise)
Short certificates
113.00
15.00
3.50
57.00
35.00
160.00
Copies of will
Tme changes on 2 automobiles
Carlisle Regional Medical Center (emergency room)
Central Penn Medical Group Emergency (emergency room doctor)
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,787.33
. REV-~513 EX+ (9-OO)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frederick C. Geise
FILE NUMBER
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (al (1.2)]
Margaret B. Geise 40 Buckthorn Drive Carlisle PA 17013
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1.
Spouse
100.00
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 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
0.00
(If more space is needed, insert additional sheets of the same size)
I
A,fltl'1!fw
March 1,2005
MARK W ALLSHOUSE, ESQ
4833 SPRING RD
SHERMANSDALEPA 17090
Dear Mr. Allshouse:
We are responding to your request for information about Frederick Geise's account with
Fidelity. The table below lists the account holdings and values as of 12/28/2002.
Fidelity account 147-397520: FREDERICK C GEISE - INDIVIDUAL
Security Description CUSIP Quantity Unit Value Market Value
12/27/2002
Fidelity Equity Income II 316145101 289.526 $17.33 $5,017.49
Cash 315994103 2.50 $1.00 $ 2.50
Total Value $5,019.99
We hope this information is helpful. For questions concerning account holdings or
instructions on how to transfer the ownership of the accounts, please call our Inheritor
Services Group at 800-544-0003 between 9:00 A.M. and 5:30 P.M. Eastern time Monday
through Friday or visit our website at www.fidelitv.com.
Sincerely,
Fidelity Investments
Our file: W024760-15FEB05
Brokerage Services provided by Fidelity Brokerage Services LlC Member NYSE, slPe
Clearing, custody, and settlement services by National Financial Services LLC Member NYSE, slPe
PO Box 770001, Cincinnati, OH 45277-0034
.
.
Evergreen Service Company, LLC
Post Office Box 8400
Boston, MA 02266-8400
Evergreen Investments'"
March 11,2005
Mark W. Allshouse, Equire
4833 Spring Rd.
Shermans Dale, P A 17090
RE: Corr #: 01005917
Foundation-II Equity Income-I
#0000221/226-00223148742
Frederick C. Geise
Dear Mr.Allshouse:
Thank you for the letter you recently submitted for the above account. Weare happy to
provide you with the valuations of the above accounts. We apologize for the delay in
responding to your request. December 28, 2002 was a Saturday so we are providing the
valuations based on Friday, December 27,2002 prices.
Below are the valuations you requested:
221-233148742
226-223148742
12/2712002
12/27/2002
.~;; .. .,..........;
.... ......
No. of Sh"ares,
489.365
286.200
;'" .. .. ......;~.
-""Net Asset Value TotaLDollar
- -pir--Share---- Value
$14.09
$ I 7.30
$6,895.15
$4,951.26
Please visit us online at www.evergreeninvestments.com for more information about
Evergreen Funds. Our website offers an array of helpful information including 2004 tax
information, an investment education center, account information, fund prices, fund
performance and general information about Evergreen Funds.
-
If you have any questions, please call us on our toll-free number, 1-800-343-2898. Our
Client Service Representatives are available 8:00 a.m. to 6:00 p.m. Eastern time and
will be happy to assist you.
Sincerely,
(Q~~
Service Representative
-.....
llulr1es- SCHWAB
Account Statement
Retain for Your Records
Brokerage Account
Account Number: 1641-5661
Statement Period: December 1.2002 to December 31. 2002
Last Statement: November 30. 2002
SCHWAB signature platinum'
Visit our web$ite at: schwab.com
Questions? Call 1-800-435-9050
Account Opened in: 2001
Page 1
31/12-CNCG1812-015797.SML.170134303008 n8538 '1-2-4
FREDERICK C GEISE
40 BUCKTHORN DR
CARLISLE PA 17013-4303
o
'"
....
<D
....
I Account Value Summary
Cash & Sweep Money Market Funds
Investments
I Total Account Value
I
$ 2,916.59
$ 6,480.40
$ 9.396.991
I Change In Value Summary _
Change in Value Since November 30, 2002:
Change in Value Since January 1, 2002:
I
$1,103.20
$ (176.03)
Rate Summary
Schwab MMF
I
0.86%
I Investment Detail
Quantity
DescriDtion Svmbol Lona/Short Price
Cash and Money Market Funds (Sweep)
SCHWAB MONEY MARKET FUND SWMXX 2.916.5900 L $1
Investments
AOL TIME WARNER INC AOL 10 L $13.1000
MICROSOFT CORP MSFT 120 L 51.7000
TELLABS INC TLAB 20 L 7.2700
Market Value
.
$ 2,916.59 0
0
0
0
'"
$131.00 ....
<D
6,204.00 ....
0
145.40 0
'"
"!
$ 9.396.~
~
Total
$ 1,900.00
2.30
I Total Account Value
I Transaction Detail
Settle Trade
Date Date Transaction
Cash Activity
12/06 12/06 Journaled Funds
12/31 12/31 Dividend
Deseriofion
Ouantitv
Price
JOURNAL FRM 36098089
SCHWAB MONEY MARKET FUND
CNCG1812-015797728538
@2002 Charles Schwab & Co., Inc. All rights reserved. Member: SIPClNew York Stock Exchange. CRS 21270 (0001.0386) STP10479Rl-02(03/02)
rsim
(harltJSCHWAB
Account Statement
Retain for Your Records
Brokerage Account
Account Number: 1641-5661
Statement Period: December I, 2002 to December 31, 2002
Palle 2
I Money Funds Detail
Settle
Date Transaction Quantitv
Money Markel Funds (Sweep) Activity
SCHWAB MONEY MARKET FUND Activity
Opening Shares of SCHWAB MONEY MARKET FUND were 1,014.29
12/09 Purchased 1,900
12/31 Dividend 2.3000
Closing Shares of SCHWAB MONEY MARKET FUND were 2,916.59
Price
Purchase/Debit
Sale/Credit
$1
1
$ 1,900.00
2.30
$ 1,902.30
$0.0
SCHWAB MMF 0.920%
I Income Summary
Descriotion
Federally Taxable
Money Funds Dividends
This Period
Year to Date
$2.30
$13.77
I Total Income
$2.30
$13.771
CNCG1812-015797728539
@2002 Charles Schwab & Co., Inc. All rights reserved. Member: SIPC/New York Slock Exchange. CAS 21270 (0001-0386) STP10479Al-02{03/02)
SCHWAB signature platinum'
~
---
./.
,
o:2/-003-.3Il?
LAST WILL AND TESTAMENT
OF
FREDERICK CARL GEISE
I, Frederick Carl Geise, of Carlisle, Cumberland County,
Pennsylvania, do hereby make and publish this will.
1.
PRIOR WILLS. I hereby revoke all other wills made by me at
any time.
2.
DEBTS. I direct that all my just debts and funeral expenses
be paid as soon after my death as convenient, and I authorize my
representative to pay and settle all claims and debts as may be
presented.
3.
ENTIRE ESTATE TO SURVIVING SPOUSE. I give, devise, and
bequeath the rest, residue, and remainder of my estate to my wife,
MARGARET B. GEISE, provided that she shall survive me and be
living upon the sixtieth day following my death.
Page 1 of 7
!
4.
ALTERNATE DISPOSITION. In the event my wife shall
predecease me or die on or before the sixtieth day following my
death I dispose of my estate as follows:
A. Specific Property to Issue. I direct that the
following specific property be set apart and
preserved by my personal representative and
distributed in kind to my issue in equal shares,
upon their marriage or attained age twenty-five (25);
Margaret's diamond engagement ring, Mantel clock
sterling silver silverware, crystal goblets and
wine glasses, shawnee timeshare intervals (R29!29
and 39), steuben candy dish, and gold bracelet with
diamonds.
B. Specific Property to Wife's Family. I give the
following specified items to my wife Margaret's family;
lladro figurines, pearl ring, citizen female watch,
pearl and diamond necklace, sconce, wooden
candlesticks, ceramic teapot.
c. Remainder to Issue. The rest residue and
remainder of my estate, I give, devise and bequeath
to my children in equal shares per st~rpes; subject
however, to the hereinafter mentioned tr~st.
Page 2 of 7
I
5.
TRUST FOR ISSUE UNDER AGE TWENTY-FIVE. In the event any and
all of my issue entitled to share in my estate as aforesaid shall
not have attained age twenty-five upon my death, I give the share
or shares to which said issue are entitled to PETER S. GEISE,
whom I appoint as Trustee, to be held in trust upon these terms:
A. Separate Trusts shall be established for each child
under age twenty-five which trusts shall be invested
in the sole discretion of my Trustee provided that
capital preservation bea primary consideration
in selecting, purchasing and selling investments.
B. Peter S. Geise, Trustee shall be compensated in the
sum of $1,000.00 per year for his services provided
that said fee shall be payable only from income
produced by the trust or trusts to be created. In
addition, the Trustee shall be reimbursed for any
.and all necessary expenses incurred in the management
of the trust herein, including, but not limited to,
accounting, legal and tax preparation expenses,
telephone, travel, investment counselling and
bonding expenses.
C. I direct my Trustee to use and apply the income
from the trust or trusts created as fol19WS:
Page 3 of 7
I
1. until the beneficiary of the trust shall
have attained eighteen (18) years of age
the Trustee may use up to one-half (1/2)
of the annual income for the reasonable and
necessary living expenses of the said issue
in such amounts and in such manner so as to
assure the well-being, education, maintenance,
and welfare of said issue in every respect.
The Trustee may use any portion of this 1/2
of the trust income, after providing for direct
necessary expenses as aforesaid in any other
manner he deems reasonable in his sole and
absolute discretion. Unused income shall be
added to the principal of the trust.
2. The remaining (1/2) one-half of the trus~
income shall be added to the principal and
reinvested.
D. I direct that my Trustee shall not invade the
principal of the trust unless the income therefrom
is inadequate to meet the actual and necessary
education and living expenses of my issue.
E. I direct my Trustee to make distribution of the
principal and accrued income of the trust or
trusts for each beneficiary as. follows:
Page 4 of 7
/
1. Upon the beneficiary attaining age of
twenty-one (21) my Trustee shall distribute
to him or her one-fourth (1/4) of the
principal.
2. Upon the beneficiary attaining age twenty-
five (25) my Trustee shall distribute to him
or her an additional one-fourth (1/4) of the
principal.
3. Upon the beneficiary attaining age thirty (30)
I direct my Trustee to make final distribution
,
of the remaining principal and accrued income
of the trust, after paying all remaining fees
and expenses of every nature whatsoever.
F. I direct that my Trustee shall not be required to
obtain Court approval to'act as Trustee or to
exercise any power or discretion hereunder; make
reports or accounts to any person.
G. The Trustee may resign and appoint a successor
Trustee after giving thirty (30) days written
notice to the beneficiary or his or her guardian.
Page 5 of 7
"
6.
APPOINTMENT OF GUARDIAN. In the event my wife shall
predecease me I appoint PETER S. GEISE and PATRICIA GEISE to
act as Guardians of the person or persons of my issue under
eighteen (18) years of age.
7.
PERSONAL REPRESENTATIVE. I appoint PATRICIA B. CATCHPOLE as
Executrix of this will. In the event said individual is unable
or unwilling to act, I appoint JOHN M. GEISE as successor.
IN WITNESS WHEREOF, I have signed and published this my
Last will and Testament consisting of 7 pages in the presence of
the Subscribing Witnesses, this ;2~day of 11'1 ' 1996, declaring
it to be my true will and testamentary wishes.
~e~
Frederick Carl Geise
We, the subscribing witnesses certify that the Testator
signed this Wi~l in our presence after reading the same and
declaring it to be his Last Will and Testament. We, further
certify that the Testator was of sound and disposing mind and
WmJ.~tmnOersY and ~/: Jjtr ,in/~~r undue influence.
~A/~ f(, ~~, ADDRESS: One West High Street
Edw d W. Harker, Esquire Carlisle, PA 17013
Witness:~' ~~~ADDRES~:\'5DIf\"~-\DL\j...\~d
-I------f'=' CLCI-, \~ ') 'Ie. ~ ---:v f\ \1 G \ ?:,
Page 6 of 7
ACKNOWLEDGMENT TO LAST WILL
AND TESTAMENT OF
FREDERICK CARL GEISE
;
COMMONWEALTH OF PENNSYLVANIA )
)SS:
COUNTY OF CUMBERLAND )
I, Frederick Carl Geise, Testator, whose name is signed to the
within Last will dated this ;7,.!:d- day of 1'17 ' 1996, having been
duly qualified according to law, do hereby aCKnowledge that I
signed it willingly as my free and voluntary act for the purpose
therein expressed.
~~C:.~
Frederick Carl Geise
Sworn to and
t~iscS) 10d- day of
acknowledged before me by Frederick Carl Geise,
~:x: 1996. ~ iLl .
u Plrit .' (h4~r
Notary P lic
AFFIDAVIT OF
COMMONWEALTH OF PENNSYLVANIA
)
)SS:
)
WITN SSES NOTARlALSEAL
SHIRLEY P. CLEVENGER, NOTARY PUBUC
Carlll'allonluall. Cu_and County
My Commlaalon Explru March 5, 2llOO
COUNTY OF CUMBERLAND
We, Edward W. Harker, Esquire and ~~Q.,",l!....\lL X;Sbpl\the
witnesses whose names are signed to the Last will of Frederick Carl
Geise, dated 0>0-.'ts &1, , 1996, being duly qualified according
to law, do depose and say that we were present and saw the.i Testator
sign and execute the instrument as his Last Will; that the
Testator signed willingly and he executed it as his free and
voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testator signed the Will as
Witnesses; and that to the best of our knowledge the Testator was
at the time eighteen (18) or more yea~ a " 01S0~d mind and
under no constraint or undue influ~ / ~
- -~-- -~ . --.--.- n -. Edward W. H r er, Esquire
~0j.O\)Q\l~~
Sworn to and subscribed before me~y Edward W. Harker, Esquire
andfll;c.~\l"- l<7Sbbf'< witnesses this<S;l10 day Of~ 1996.
I.
.d'M.
v
NOTARIAL SEAL
Slf!RLEY P. CLEVENGER, NOTARY PUBUC
Carl.... Boraugh. Cumberland County
My CommIIlIOll Explrea March 5, 2llOO
Page 7 0
-
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
MARGARETB. GEISE
40 BUCKTI-fORN DRIVE
CARLISLE,PA 17013
Qty
1
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
Fee Description
Additional Pro bate
Total
$10.00
Fee
10.00
Total:
$10.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
416
6/22/2005
Frederick C. Geise
21-03-318
SK
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
MARGARET B. GEISE
40 BUCK1HORN DRIVE
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee Total
10.00 $10.00
Total:
~c\ J* \lo\5
$10.00
Checks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
;:r
416
6/22/2005
Frederick C. Geise
21-03-318
SK
09-05-2005
GEISE
12-28-2002
21 03-0318
CUMBERLAND
101
APPEAL DATE: 11-04-2005
(See rwerse side under Objections)
Alloun1: Rni1:1:edl I
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:is47-EX-AFP-ioi:osi-NOyiCE-OF-iNHERiYANCE-YAX-APPRAiSEMENY:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FREDERICK C FILE NO. 21 03-0318 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIOUAf;:~[n (n:j('c "cAPPRAISEHENT, ALLOIlANCE DR OISALLOIlANCE
INHERITANCE TAX DIVlSloM-:,[_ _~"_,.J .,_'I,,,\...' U: j ',;:" I~. OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ." ,~,'-, "
HARRISBURG PA 17128-0601 '
2C05 SEP -2 PM 12: 10
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLER\\
::R:~~~~~:~E~:tC
CARLISLE
'f)T
PA 17013
ESTATE OF GEISE
'*
REV-1547 EX AFP (16-05)
FREDERICK C
TAX RETURN liAS: I X) ACCEPTED AS FILED
I ) CHANGED
DATE 09-05-2005
If an assessmen1: was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflec1: figures 1:ha1: include 1:he 1:o1:al of ALL re1:urns assessed 1:0 da1:e.
ASSESSMENT OF TAX:
IS. Alu>unt of Line 14 at Spousal rate \15)
16. Aaount of Line 14 i.xBble at Lineal/Class A rat. (16)
17. AMount of Line 14 et Sibling rete 117)
18. A.aunt of Line 14 taxable at Collateral/Class 8 rat. (18)
19. Principal rax Du.
I
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estete ISchedule A)
2. Stocks and BoncIs ISchedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MOrtgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .Iointly Owned Property ISchedule F)
7. T~ansfers (Schedule G)
8. Total Assets
(1)
12)
13)
14)
15)
(6)
17l
.00
26.263.39
.00
.00
11.100.00
.00
.00
161
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fllleral Expenses/Au. Costs/Misc. Expen..s (Schedule H)
10. Dabts/Hortpoga Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. CharltBbl./Sover~~tal Bequests; Non-elected 9113 Trusts
14. Net Value of Estat. Subject to Tax
7,787.33
(9)
\10)
.00
Ill)
\12)
113)
\14)
ISchedule .I)
NOTE:
29,576.06 X
.00 X
.00 X
.00 X
T
INTEREST/PEN PAID (-)
AHaUNT PAID
NlIItBER
DATE
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
eredi t to your accoWlt.,
subllit the _r portion
of this form with your
tax pa~nt.
37,363.39
7.787 33
29,576.06
.00
29,576.06
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERS: ~TnJ: nr ........... ..--. --- -,
, ,
i:
~~~;;
~;_:
C',
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frederick C. Geise
Date of Death: December 28, 2002
Will No. 2003-00318
Admin. No. 21-03-0318
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes l; 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 representative 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? Yesl; 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 to this report.
Date:~ 8; 2a5
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Signat
Mark . Allshouse, Esquire
Attorney ID #78014
4833 Spring Road
Shermans Dale, P A 17090
(717) 582-4006
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Capacity: _ Personal Representative
~ Counsel for Personal Representative
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