HomeMy WebLinkAbout11-29-111505610140
REV-1500 EX (01-10)
PA Department of Revenue
Bureau of Individual Taxes Coun Code Year
ty File Number
Po Box z8osol INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601
RESIDENT DECEDENT 2 1 1 1 0 4 3 2
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 0 6 3 2 1 2 3 8 0 2 2 6 2 0 1 1 0 3 0 2 1 9 4 4
Decedent's Last Name Suffix Decedent's Firs t Name MI
G E A R H A R T D A V I D L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
D O N I S H Z A G U R S K I E 7 1 7 4 3 6 8 0 4 4
First line of address
1 1 7 M A I N S T R E E T
Second line of address
P 0 B O X 0
City or Post Office
M I F F L I N
Correspondent's a-mail address:
State ZIP Code
REGISTER OF WILLS USE ONLY
.~
' ~~
-- ; , .,
- ~ ~ .-..
- -~ - .
~,
:UY1TE FILED
P A 1 7 0 5 8 v r
i
~,lj i"" ~
`r i
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF~ERSON RESPONSIBLE FQR FILING RETURN DATE
ADDRESS
50.3 9TH STREET _ _______ PORT ROYAL _ __ PA 17082
SI N TURE S?~lAREPA ER OTHER THAN REPRESENTATIVE ,DATE.
117 MA~I'N-STREET, P • 0 • BOX 0 MIFFLIN PA 17058
PLEASE USE ORIGINAL FORM ONLY
1505610140
Side 1
1505610140 J ~
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: DAVID L• GEARHART 2 0 6 3 2 1 2 3 8
RECAPITULATION
1 8 0 5 0 0. D 0
...........................................
1. Real Estate (Schedule A) 1
2. Stocks and Bonds (Schedule B) ...................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) .......................... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ....... 7.
8. Total Gross Assets (total Lines 1 through 7) ........................... 8.
9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9•
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10.
11. Total Deductions (total Lines 9 and 10) ............................... 11.
12. Net Value of Estate (Line 8 minus Line 11) ............................ 12.
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14.
0. 0 D
8 9 1 2 4. 9 2
1 7 4 1 0 9. 7 0
4 4 3 7 3 4. 6 2
4 5 8 9 8. 6 0
4 5 8 9 8. 6 0
3 9 7 8 3 6.0 2
1 3 9 1 4. 9 4
3 8 3 9 2 1. 0 8
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.0 _ 0 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .045 3 8 3 9 2 1. 0 8 16.
17. Amount of Line 14 taxable
0
D
D
17
at sibling rate X .12 .
18. Amount of Line 14 taxable
D
0
0
at collateral rate X .15 18.
19. TAX DUE ...................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
0. 0 0
1 7 2 7 6. 4 5
0. 0 0
D. D o
1 7 2 ? 6. 4 5
Side 2
1505610240 15D561O240
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 11 0432
DECEDENT'S NAME
DAVID L. GEARHART
_ __
STREET ADDRESS
675 WILLOW VALLEY SQUARE
____
--
CITY -~-
LANCASTER STATE I ZIP
-
PA 17602
Tax Payments and Credits:
~ ~ Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments -
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
17,276.45
Total Credits (A + B) (2)
(3)
(4)
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 17,276.45
Make check payable to: REGISTER OF WILLS, 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 : ................................................................. ..... ^ 0
b. retain the right to designate who shall use the property transferred or its income; .......................... .....
0
c. retain a reversionary interest; or ........................................................................................... ..... ^ X^
d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................................................. ..... ^
3. Did decedent own an "intrust 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.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse i;
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[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 disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 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 percent [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 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (01-10)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
DAVID L. GEARHART 21 11 0432
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 that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. REAL ESTATE PARCEL #38-23-0571-071 SITUATE AT 11 FIELD CREST DRIVE, 180,500.00
WEST FIELDS, PA. SEE CUMBERLAND COUNTY DEED BOOK 262, PAGE 3698
VALUE FOR SUBJECT REAL ESTATE WAS DETERMINED BY TAKING COMMON
COMMON LEVEL RATIO TIMES THE ASSESSED VALUE ($144,400.00 X 1.25)
TOTAL (Also enter on Line 1, Recapitulation.) ~ $ 180.500.00
If more space is needed, use additional sheets of paper of the same size.
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
DAVID L. GEARHART 21 11 0432
All property jointly-owned wkh right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. FIDELITY MUTUAL LIFE ACCOUNT 00000211028 HOLDING A MUTUAL MEMBER/NO 0.00
SHARES ARE ASSOCIATED WITH THIS ACCOUNT
TOTAL (Also enter on line 2, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (8-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DAVID L. GEARHART 21 11 0432
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. LANCO FEDERAL CREDIT UNION SAVINGS ACCT #21748 12,539.74
2. LANCO FEDERAL CREDIT UNION CHECKING ACCT #21748 7,651.37
3. STATE FARM LIFE INSURANCE POLICY #LF-01019262 3,754.50
4. STATE FARM LIFE INSURANCE POLICY #LF-0119-0992 15,500.17
5. 2008 FORD FUSION SEDAN VIN #3FAHP07Z38R131301 TOPAZ 14,000.00
SALE PRICE-7/28/11
6. RIVER SOURCE LIFE INSURANCE COMPANY SURRENDER 459.10
7. LANCASTER HOSPITAL REBATE 30.00
8. RIVERSOURCE LIFE INSURANCE REFUND CHECK 463.10
9. AMERIPRISE MUTUAL FUND 010143587706002 5,845.23
10. AMERIPRISE MUTUAL FUND 023954967453002 7,035.80
11 MUTUAL FUNDS 010114676272002 3,371.04
12. MUTUAL FUNDS 010114676298002 3,282.96
13. MUTUAL FUNDS 010114676314002 3,659.19
14. MUTUAL FUNDS 011554967452002 3,106.70
15. MUTUAL FUNDS 020145974703002 5,094.87
16. MUTUAL FUNDS 010114676306002 3,331.15
TOTAL (Also enter on line 5, Recapitulation) I $ 89.124.92
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX+ (08-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
DAVID L. GEARHART 21 11 0432
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME Of THETRANSfEREE,THEIRRELATIONSHIPTODECEDENTAND
THE DATE OF TRANSFER.ATTACHACOPVOFTHEDEEDFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
%OFDECD'S
INTEREST
EXCLUSION
(IPAPPLICABLE)
TAXABLE
VALUE
1. AMERIPRISE FINANCIAL, RIVERSOURCE LIFE INS. CO. 119,537.23 100.00 119,537.23
10 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS, MN 55474-9900
CONTRACT #000287701882021
TRANSFEREE-BARBARA E. GEARHART/DAUGHTER
2. AMERIPRISE ANNUITY 54,572.47 100.00 54,572.47
ANNUITY 93008254; 5532004
50% BENEFICIARY OF 109,144.93
TOTAL (Also enter on Line 7, Recapitulation) I $ 174,109.70
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
DAVID L. GEARHART 21 11 0432
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME 13,915.97
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) TROY B. LONG
Street Address 503 9TH STREET
City PORT ROYAL State PA Zlp 17082
Year(s) Commission Paid:
2. AttomeyFees: JOHNSTON & ZAGURSKIE, PC
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State _
Relationship of Claimant to Decedent
4. ~ Probate Fees: CUMBERLAND COUNTY RECORDER OF WILLS
5 Accountant Fees:
6. Tax Retum Preparer Fees: COLLEDGE & SNYDER LLC
ZIP
7. PATRIOT NEWS (ESTATE ADVERTISING)
8. CUMBERLAND SENTINEL (ESTATE ADVERTISING)
9. REIMBURSEMENT TO THE STATE EMPLOYEES RETIREMENT SYSTEM FOR
OVERPAYMENT
10. LANCO FEDERAL CREDIT UNION CREDIT CARD
11. STATE FARM (AUTOMOBILE INSURANCE)
12. WILLOW VALLEY RETIREMENT COMMUNITY
13. STATE FARM HOME OWNER'S INSURANCE
14. CUMBERLAND COUNTY REAL ESTATE TAXES
15. ZIMMERMAN PLUMBING & HEATING (for necessary repairs to estate real estate)
16. ZIMMERMAN PLUMBING & HEATINHG (heat pump maintenance per pre-arranged
agreement by decedent to estate real property)
15, 000.00
5,000.00
173.50
1,000.00
327.83
251.26
3,198.32
395.35
97.57
3,120.76
497.00
403.25
338.00
285.00
TOTAL (Also enter on Line 9, Recapitulation) I $ 45,898.60
If more space is needed, use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
DAVID L. GEARHART 21 11 0432
Decedent's Name Page 2 File Number
Schedule H -Funeral Expenses & Administrative Costs - 67.
ITEM
NUMBER
DESCRIPTION
AMOUNT
17. STATE FARM AUTO INSURANCE INSTALLMENT 66.21
18. CUMBERLAND COUNTY PROPERTY TAX 1,154.46
19. LANCO FEDERAL CREDIT CARD
20. AT&T FINAL BILL 47.89
21. COMCAST FINAL BILL 251.26
22. PHARMERICA 49.13
23. PHARMERICA 63.54
24. PHARMERICA 61.19
25. STATE FARM CAR INSURANCE 74.41
26. GRAY'S TITLE (CAR REGISTRATION INTO ESTATE 105.50
27. POINT SERVICE STATION (CAR INSPECTION) 21.20
SUBTOTAL SCHEDULE H-67 ~ 1,894.79
REV-1513 EX+ (01-10)
pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE I BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- __
ESTATE OF: FILE NUMBER:
DAVID L. GEARHART 21 11 0432
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1. INTRUST TO TRUSTEE, TROY B. LONG FOR THE Lineal 264,383.85
BENEFIT OF MY DAUGHTER, ELLEN GEARHART
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. SHEPHERDSTOWN UNITED METHODIST CHURCH 13,914.94
5% OF NET ESTATE BEFORE TAXES
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE i 3 OF REV=1500 COVER SHEET. $ 13 914.94
If more space is needed, use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
I, DAVID L. GEARHART, of the Township of Upper Allen, County of Cumberland, and
Commonwealth of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my Last Will and Testanient, hereby
revoking and making void all former wills and codicils by me at anytime heretofore made
FIRST. I order and direct that all my just debts and funeral expenses be paid by my
Executor, hereinafter named, as soon as conveniently may be done after my decease.
SECOND. I give and bequeath my framed cloth quilt with "chicken scratch" stitching
dated 1901 to my friend, namely, KELLY BAILEY (wife of Earnest F. Zimmerman), absolutely,
if she survives me.
THIRD. I order and direct my Executor, hereinafter named, to permit my daughter,
BARBARA ELLEN GEARHART to select items of my household goods which she
may desire to possess for her personal use, which items I give and bequeath to her. The selection
process shall not be used to acquire personalty for liquidation purposes.
After completion of my daughter's selection of household goods, I authorize
LONG to select items of household goods which he may desire to possess for his
immediate family's personal use, which items I give and bequeath to him.
I order and direct that my dining room suite and bedroom suite shall be
separate units and shall not be divided into separate pieces of furniture.
FOURTH. I give and bequeath to the SHEPHERDSTOWN UNITED METHODIST
CHURCH a sum of money equal to five per centum (5%) of my net estate before payment of any
death-related taxes (e.g. Pennsylvania Inheritance Tax), said net estate to be computed based
assets and deductions (other than any deduction allowed for this charitable bequest) as
AW OFFICES
JELBAK ER Sc
VNEMAN, P.C.
reported to the Pennsylvania Department of Revenue for inheritance tax purposes.
FIFTH. I give, devise and bequeath all the rest, residue and remainder of my Estate, real,
(personal and mixed, whatsoever and wheresoever situated, unto my Trustee hereinafter named,
~IN TRUST, NEVERTHELESS, to hold, manage, invest and reinvest for the benefit of my
da
ughter, namely, BARBARA ELLEN GEARHART, on the following terms and conditions:
A. I authorize and empower my Trustee in his sole and absolute discretion to
use, expend, consume and apply such amounts of income and principal from time to time
as may be necessary and proper for the support, care and comfort of my said daughter
during her lifetime. In exercising said discretion, my Trustee shall take into
consideration the extent of my daughter's ability to be gainfully employed and to support,
care and maintain herself by her earnings, and shall have the right to refuse the use of
said funds in the event that my daughter should willfully refuse to be self-sustaining.
B. I designate this trust to be a spend-thrift trust. No portion of said trust,
whether income or principal, shall be assignable by my said daughter or be available to
anyone having a claim against her before actual payment to her. No part of the trust
assets shall be subject to the claims of my daughter's creditors regardless of the type or
nature of the claim. Under no circumstances can my daughter compel a distribution from
the trust for any purpose. The Trustee's discretion is final as to all interested parties. The
Trustee's absolute and independent judgment, rather than any other party's
determination, is intended to be the criterion on which distributions are made. No court
or any other person should substitute its or their judgment for the decisions made by the
Trustee.
C. I authorize and empower my said Trustee to invest the assets of said trust
in any reasonable manner and not be limited or restricted to so-called "legal" or statutory
investments for fiduciaries.
D. I authorize and empower my Trustee to retain in kind any real estate
forming a part of the trust estate occupied by my daughter and to permit her continued
occupancy thereof without payment of rent or on such other terms and conditions which
LAW OFFICES
SNELBAKER &
RENNEMAN, P.C.
the Trustee shall determine in his discretion.
E, Upon the death of my said daughter, the trust shall be terminated and the
then remaining balance thereof shall be distributed unto my nephew, namely, TROY
LONG, absolutely and in fee simple, if he is then living. If my said nephew should not
be living, then and in that event, I give, devise and bequeath said balance of the trust
-2-
unto JARED LONG, absolutely and in fee simple, subject, however, to the protective
trust provisions contained in Item Seventh hereinbelow.
SIXTH. If my daughter, namely, BARBARA ELLEN GEARHART, does not survive
me, then and in such event, I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situated, unto my nephew, namely,
TROY LONG, absolutely and in fee simple, if he survives me. If my said nephew should not
survive me, then and in that ultimate event, I give, devise and bequeath my said residuary estate:
unto JARED LONG, subject to the protective trust provisions in Item Seventh hereinbelow.
SEVENTH. If any beneficiary named hereinabove has not attained the age of twenty-five
(25) years at the time of distribution, I order and direct that the distributive share of each such
person shall be paid over and delivered unto the beneficiary's surviving parent, as my
testamentary trustee, IN TRUST, NEVERTHELESS, to hold, manage, invest, accumulate
income and reinvest for the benefit of said beneficiary and until said beneficiary attains the age
of twenty-five (25) years, at which time said trust shall be terminated and the net proceeds
shall be paid over to the beneficiary absolutely.
I authorize and empower my said Trustee to invest the assets of said trust in any
reasonable manner and not be limited or restricted to so-called "legal" or statutory investments
for fiduciaries.
I designate any trust hereunder to be a spend-thrift trust. The beneficiary shall have no
right to invade, pledge, assign or otherwise dispose of the assets of said trust (including income)
nor shall any creditor of a beneficiary have any right to seize, levy or execute upon said assets by
reason of any pledge, assignment or other transfer, voluntarily or involuntarily, made by said
beneficiary.
I further authorize and empower my said trustee to use, consume, expend, and apply from
LAW OFFICES
SNELHAKER S(
BRENNEM AN, P.C.
time to time such amounts of income and principal of and from said trust which in the exercise of
its sole discretion shall be determined to be reasonable and necessary for the beneficiary's
education. The term "education" shall be construed and interpreted to mean college or other post-
high school training which is intended to improve the beneficiary's productivity as an adult or
enhance the quality of his or her life. In considering what is reasonable and necessary, my said
Trustee will take into consideration the primary responsibility of the beneficiary's surviving
-3-
,~ ,,. ,.o, ~ z ~,. ... ,
parent o provide such education.- It is~my will and intentionthat the foregoing discretionary `'
provision for education shall be supplementary.to the psrealt's primary responsibility:
LASTLY. I nominate, constitute and appoint my nephew,.namely, TR0I~LON'G~ to be '",
the Executor of this, my Last Will and Testament and the Trustee of the trust created hereby, but = ~~
if for any reason he should not qualify as such Executor and/or Trustee oi• cease so'to serve, then
. .. ~
„~
and in that event, I nominate, constitute and appoint ORRSTOVa'N BANK, of Shippensburg,
Pennsylvania, or its successor by merger, consolidation orother reorganization, to be the,
Executor hereof and/or Trustee hereunder, such and both to serve without bond or other security
as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, DAVID L. GEARHART, have hereunto set my hand and
seal to this my Last Will and Testament, which consists of four (4) typewritten pages to each of
which I have affixed my signature this 3`d day of January, A.D. Two Thousand Seven (2007).
---0' (SEAL)
DAVID L. ART
The preceding instrument, consisting of this and three (3) other typewritten pages, each
identified by the signature of the Testator, was on the date thereof signed, sealed, published and
declazed by DAVID L. GEARHART, the Testator therein named, as and for his Last Will and
Testament, in the presence of us, who, at his request, in his presence and in the presence of each
other, have subscribed our names as witnesses hereto.
LAW OFFICES
SNELBAKER &
RENNEMAN, P.G. -4-
TH OF PENNSYLVANIA)
SS.
UNTY OF CUMBERLAND
We, DAVID L. GEARHART, RICHARD C. SNELBAKER and JANE J. GOONEY, the
Testator and the witnesses, respectively, whose names are signed to the attached or foregoing
'instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and Testament and that he had
signed willingly, and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the
Will as a witness and that to the best of his or her knowledge, the Testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by DAVID L. GEARHART, the
Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANE J.
GOONEY, the witnesses, this 3rd day of January, 2007.
COMMUN~iVEAL7H Ur PENNSYLVANIA ~~t.~LL~ ~ ~(.U.LJ~~
Notarial Seal Notary Public
Sandra K. Shovers, Notary Public
Medtanicsburg Bono, Cumberland County
tvly Commission F_xpires Nov. 22, 2007
Member, Pennsylvani2 A.asooiation Of Notaries
LAW OFFICES
SNELBAKER S[
4ENNEMAN, P.C.
W ss
TaxDB Result Details
Detailed Results for Parcel 38-23-0571
DistrictNo 38
Parcel ID 38-23-0571-071.
MapSuffix
HouseNo 11
Direction
Street FIELDCREST DRIVE
Ownerl GEARHART, DAVID L
C/O
PropType R
PropDesc
LivArea 1033
CurLandVal 25600
CurImpVal 118800
CurTotVal 144400
CurPrefVal
Acreage .09
CIGrnStat
TaxEx 1
SaleAmt 118000
SaleMo 04
SaleDa 30
SaleCe 20
SaleYr 04
DeedBltPage 00262-03698
YearBlt 1987
HF File Date 10/25/2004
HF_Approval_Status A
-071. in the 2010 Tax Assessment Database
Page 1 of 1
http://taxdb.ccpa.net/details.asp?id=38-23-0571-071.&dbselect=l 4/14/2011
PARCEL # :~ ~ --~ ~ - ~~~ ~~-~ 7
SPECIAL WARR~AN'I'Y DEED
THIS INDENTURE, MADE THE ~ ~/ day of ~~~^-~~'~' it the_
year of our Lord Two Thousand Four (2004)
.~-, ,
BETWEEN y ~y' ;~~ ~~~
__~ f- , Y"_ ~~A
('
-- r ~'" ~ _'nJ
.:J ~" r:a
~ ~- t r
WII..LIAM H. HUFF, single man, party of the first part, GRANTOR, ~ ~' ,~ ; -;
c> -~,
~ r, ,
"~ ~ S'r'
~ ~ S~
_.C
AND ~ - `'~
DAVID L. GEARAART, sngle man, party of the second part, GRANTEE,
WITNESSETH That the said party of the first part, for and in consideration of the sum of
ONE HUNDRED EIGHTEEN THOUSAND AND NO/100 0118,000.00) DOLLARS, lawful
money of the United States of America, well and truly paid by the said party of the second part to the
said party ofthe first.part, at and before the sealuig and delivery ofthese presents, the receipt whereof
is hereby acl~iowledged, has granted, bargained, sold, aliened, enfeoffed, released, conveyed and
confirmed and by these presents does grant, bargaui, sell, alien, enfeoff, release, convey, and confirm
unto the said party of the second part, his heirs and assigns
SEE EXHIBIT "A" ATTACHED HERETO
TOGETHER with all and singular, the tenements, hereditaments and appurtenances to the
same belongiig or it anywise appertainiig, aind the reversion and reversions, remainder and
remainders, rents, issues, and profits thereof; AND ALSO all the estate, right, title, interest, property,
claim and demand whatsoever, both iz law and equity, of the said party of the first part, of, ii, to or
out of the said prennises, and every part and parcel thereof.
TO HAVE AND TO HOLD the said premises, with all and suigular the appurteuaiices, unto
the said Grantee, party of the second part, his heirs and assigns forever.
AND THE SAID Grantor, lus heirs, executors and admnstrators, does by these presents,
covenant, grant and agree to and with the said party of the second part, his heirs and assigns, that the
Grantor lus executors and administrators shall and will warrant and forever defend the hereinabove
described premises with the hereditainents and premises hereinabove described and granted or
mentioned and intended so to be, with appurtenances, unto the said party of the second part, lus heirs
and assigns, against the said party of the first part and his heirs and against all and every other person
and persons whomsoever, lawfully clainung or who shall hereafter claim the same or airy part thereof,
shall and will, by these presents, SPECIALLY WARRANT AND DEFEND.
IN WITNESS WHEREOF, the said party ofthe first part has hereunto set lus hand and seal
the day and year first above written.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
WITNESS:
~,~/,,,~
William H. Huff
COMMONWE 4LTH OF PENNSYLVAN )
,~ ) ss:
COUNTY OF ~ )
On this, the l ~r'~ day of 2004, before me, the undersigned
officer, personally appeared WII~LIAM H. HUFF, single man, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within uistrument, and acknowledged that
he executed the same for the purpose thereui contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~ /
Notary Public
NOTARIAL SEAL
VICKIE R. WELKER, Notary Public
Camp Hill Boro., Cumberland County
My Commission Expires March 4, 2007 ~"~#•.•
t L'b o r.e• t8
~f~tt#. ~;; .~r~+,~t.
CERTIFIC~ITE OF RESIDENCE
I hereby certify that the Precise Residence of the Grantee, in the within Deed, is:
`L~'-'--~''
~~
Abney for Grantee
COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF CUMBERLAND )
RECORDED L~ the Office for the Recorduig of Deeds, Mortgages, etc., ul and for the County of
Cumberland ui Record Book ,Page
WITNESS MY HAND AND SEAL OF OFFICE, this day of
Donuiu 2004.
Atuio
,.... ; ti "" ~~t +: "J :T,s :...s ;W_i C; ;i t:.ti 7 .... ; ?_-n t,;t r_ v
•.° -P r'+•i c.1 w r•+°i N•-r %
:^ r•~••t rry i"r"1
~ ":r_i
:Zr
.
::
~'
'~
~.
.
r.
ry- tlr rrJ n:r r..y G...,r rry f...._ '";I;' r•r7 rTy fry :.A .
tYr ,
~..
lil (mot i'1 1" i i^•••t w rte': .~:" ty~i !^•°t wR 1••~i :'.[1 r^'{'• •.:.:•
...
'
"
'
' :K :N .y:l
i
a t,...r
t r i
ii I 1
:i_: :a
~.t.Xt :4
..,.,
•'d', ::t=t y_ . :
,
fir; : .....
..
4 .8.`• f:..r r..:i 'i•t f ~7 ~l:•• '.r7 . "r .r .~
r • Y•:t e...
~
j't <."".• E;7 ' %'i :=.y w^'.. `- '~^I `d'.:: ^
'1 ,;TI
t ~ G`• •-:7 €::a ~c:. rr3 "C+• ;,^t„ ;:t~ "r,=„•i -•-1 t•..~
^: .
tir.1
J
ice. ...,.~ ::...,~ _ ^ r.~ ~rw, e:dJ hr. ~1:Y ." 1,`r
..f.. d~~ ~, rq
4 ;j.sf _ Y(;t
c r c
~
.5:~. e~
' ^ti
..2
Sj~ t: 1.
rTi
'~
i
~J ..r~•• ::J
.
• : Tr{ .~ ~~ C1S •* L'..~J
_ ~~J
~'t
EXHIBIT 'A'
ALL THAT CERTAIN piece or parcel of real estate, together with the improvements thereon
erected, situate in the Township of Silver Spring, County of Cumberland and Commonwealth of
Pennsylvana, more particularly bounded and described as follows:
BEGINNING at a point on the southern side of Fieldcrest Drive at the dividing line between Lots
Nos. A-10 and A-11 as shown on the hereinafter mentioned plan of lots; thence along said dividing
1uie between Lots Nos. A-10 and A-11, South 17 degrees 43 nunutes 09 seconds East, a distance of
111.57 feet to a pourt at lands now or late ofthe Truidle Spruig Evangelical Lutheran Congregation;
thence along said latter lands, North 72 degrees 16 minutes 51 seconds East, a distance of 36.00 feet
to a point at the dividing line between Lots Nos. A-10 and A-9 as shown on the hereinafter mentioned
plan of lots; thence along said dividing line between Lots Nos. A-10 and A-9, North 17 degrees 43
muiutes 09 seconds West, a distance of 112.44 feet to a point on the southern side ofFieldcrest Drive
first mentioned above; thence along said southern side of Fieldcrest Drive. South 70 degrees 54
nunutes 27 seconds West, a distance of 36.01 feet to a point on the same at the dividuig line between
Lots Nos. A-10 and A-11 as shown on the hereinafter mentioned plan of lots, the place of
BEGINNING.
HAVING thereon erected a towiiliouse style dwelluig uiut known and numbered as 11 Fieldcrest
Drive.
BEING Lot No. A-10 as shown on Page 110A of a certain subdivision plan of lots entitled "Filial
Subdivision Plan for Westfields" as recorded in the Office ofthe Recorder ofDeeds Office in and for
Cumberland County, Pennsylvania, in Plan Book 54, Page 110 et seg., said plan having been
rerecorded from Plan Book 52, Page 139.
BEING the same premises which Graydon F. Lombard and Sandra H. Lombard, husband and wife,
by their Deed dated January 31, 1994 and recorded February 17, 1994 ui the Office of the Recorder
of Deeds ui and for Cumberland County, Pennsylvania, in Record Book 101, Page 769, granted and
conveyed unto William H. Huff, single man, the Grantor herein.
UNDER AND SUBJECT, nevertheless, to easements, restrictions, reservations, conditions and
rights of way of record or visible upon inspection of premises.
~ ;.,-~~~ 9~' 1.9115 i0 ~~ T~f;~,0i"l~w(~
r t~ , ~ f
6' i }_
~ K
~~pk Via.. ~'~~.t ri-~!Fs~~m
~,,,_ ,
~3~. sec®rt~er of Deeds
JOHNSTON & ZAGURSKIE, PC
ATTORNEYS AT LAW
117 MAIN STREET
P.O. BOX 0
MIFFLIN, PA 17058
Michael "Doc" Johnston, Esquire
Donald K. Zagurskie, Esquire
Donis H. Zagurskie, Esquire
November 23, 2011
Cumberland County Register of Wills
One Courthouse Square
Carlisle, PA 17013
Re: Estate of David L. Gearhart
No.: 2011-00432
Dear Register of Wills:
Area Code 717
Telephone 436-8044
Fax 436-2722
Enclosed herewith please find the Inheritance Tax Return and fee for filing.
Also, enclosed is a check for the payment of the Inheritance Taxes in the amount of
$17,276.45.
Please return a filed copy to my office. An envelope is enclosed.
Very truly yours,
Donis H. Zagurskie
Attorney
DKZ:baw
Enclosure
:~ -_: -~
-=~ -_
,-
t r-t ~
_ .,
- ,_
J
_ (~-. Z-~
O' ~
a
r
a °~~ ~
~'~
•z
OOZ oi"7~
a
~'p
-QJf~NO
NaLL^.>¢ p
~O
~ (~
~ ~, .Z
-~
-~ ~
~
M
N V
N N ~
F m N
W C
z"
~°
V
a
w
r~.
d
N
z
0
z
x
0
J W o
W
Q~Xr-
~ ~ m d
z
zQ~~
~~~LL
O ~ "-
~~ ~
a