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Home My WebLink About02-0283PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate ~ Shirley A. Gabel also known as No. ~,]- To: Register of Wills for the Deceasecl. County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 2 0 ?.- 2 8- 6 6 9 0 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, app--__ d.b.n. for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 1122 Charles St., Mechanicsburg (list street, number and municipality)pA 17055 Decendent, then 66 years of age, died January 29, 2002 ,$9~ , at Holy Spirit Hospital Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ 2 t 000 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 107 _ 610 situated as follows: Borough of Mechanicsburg, PA Petitioner after a proper search ha s the following spouse (if any) and heirs: Name David M. Gabel .7offr~y w_ Gab~] Debbie A.Schue __ ascertained that decedent left no will and was survived by Relationship Son Son Daughter Residence 1122 Charles Street Mechanicsbur9, Same T.ewi~b~rry, PA PA THEREFORE, petitioner(s) respectfully request(s) appropriate form to the undersigned. O the grant of letters of administration 'in the OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this _lSth. ~ __dayof / .~C.~ 2002 /7~ ~' ~ ~ )Q ~'/,//Z~ ~//,/Y~ ( ~,,., ~.~,,,,,.~'..~q~/! /~. ~_.~.,'~-_ / MARY~Lt~S -- ~-'/f'~- Register L No. 21-02-283 -~!. ~, Estate of'~, ~; SHilEY A GABEL , Deceased G~NT OF LETTERS OF ADMINISTR~kTION ,.-. ~!.i~D, Nq~ ~[q ~ q. ~aa~ x:q~× , in consideration of the petition on ~everse ~:itte he[~ satisfactory proof having been presented before me, IT IS DECREED 't~a~ DAVID M is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to F~AVTF) M C. ARRT, in the estate of ~[4Ti~T.~'V' A GAD, RT, FEES Letters of Administration ..... $ 235.00 Short Certificates( ) .......... $ 15.00 Renunciation ................ $. 10.00 jcp $. 5.00 TOTAL __ $ 265.00 Filed . .3.~!5. r.0.2. ........... A.D. 19 ma±~ed to attny on 3-19-02 MA~Y ~ LEW~g, ster of W,IIs - ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE RENUNCIATION In Re Estate of Shirley A. Gabel deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Jeffrey W. Gabel: sor~ of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Adminstration beissuedto David M. Gabel WITNESS my hand this day of/~/z~ ~ ~, ~)~ ~c~ ~ ~- (Signature) (Address) (Signature) (Address) RENUNCIATION In Re Estate of Shirley A. Gabel dece~ed. To the Register of Wills of Cumberland County, Pennsylvania. Theundersigned Debbie A. Schue, daughter of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration be issued to Daxri c] M_ Gabel WITNESS my hand this ~[ -~ day of ~ }'~ C~., lSllr. ~x~7 0 .~ 2- (Signature) (Address) (Signature) (Address) (Signature) (Address) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001558 GABEL DAVID M 1122 CHARLES ST MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 202-28-6690 FILE NUMBER: 2102-0283 DECEDENT NAME: GABEL SHIRLEY A DATE OF PAYMENT: 08/26/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/29/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02129788 $2,356.48 REMARKS: TOTAL AMOUNT PAID: JOHN W GABEL (CAN NOT READ POSTMARK) $2,356.48 SEAL CHECK#1753 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COH~ON#EALTH OF PENNSYLVANIA D£PARTHENT OF REVENUE BUgEAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-9601 REV-lPiS EX AFP ZNFORNATZON NOTZCE AND TAXPAYER RESPONSE FILE NO. 21 02-0285 ACN 02129788 DATE 06-26-2002 JEFFREY W GABEL 1122 CHARLES ST NECHANICSBURG PA 17~5-$9q6, ? EST. OF SHIRLEY A GABEL S.S. NO. 202-28-6690 DATE OF DEATH 01-29-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT [] SAVINGS [] CHECKTNG E~ TRUST [] CERTIF. REHIT PAYNENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 ALLFIRST FINANCIAL SERVICES has provided the Deportment .ith the information listed helen which has been used in calculating tho potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. Zf you feeZ this information is incorrect, please obtain written correction from the financlaZ institution, attach a copy to this form and return it to the above address. This account is taxable in accordance oith the Inheritance Tax Laos of the Commonwealth of Pennsylvania. Questions may be answered by calling (737) COMPLETE PART 1 BELOH x x x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8700q90271185~ Data 01-01-1968 Established Account Balance 31, ~19.78 Percent Taxable X 5 0.0 0 0 Amount Sub5ect to Tax 15 Po*an*ia1 Tax Duo CHECK ONE BLOCK ONLY To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of Wills, Agent". NOTE: ~f tax payments ara mode within three (3) months of the decedent's date of death, you may deduct a 5Z discount of the tax duo. Any inheritance tax due wi1! become delinquent nine (9) months after the date of death. PART TAXP~E~ RESPONSE A. ~?e You may choose to remit payment to the Register of Nills eith two copies of this notice to obtain PART TAX L/NE above information and tax due is correct. a discount or avoid interest, or you may check box "A" and return this notice to the Register of Nills and an official assessment ~ill be issued by the PA Department of Revenue. B. ~ The above asset has been or eill be reported and tax paid eith tho Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. ~The above information is incorrect and/or debts and deductions Dore paid by you. You must complete PART ~ and/or PART ~beloo. If you indicate a different tax rate, please state your relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Date Establisno= I 2. Account Balance 2. $. Percent Taxable $ ~ 4. Amount SubSoct to Tax q $. Debts and Deductions $ - 6. Amount Taxable 6 7. Tax Rate 7 ~ 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLATMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line S of Tax C~,"uta~ion) $ Under penalties of porSur¥, I declare that the facts I have reported above ara truo~ correct and ce.plate to the best of .y kno.lad,e end belief. ' HOME T~P~E~ATURE- TELEPHONE NUMBER ~ATE¢ GABEL 1122 CfL~RLES ST MECHAN I CSBURG, PA 17055 R~V-1500 EX (6-00)% ~ COMMONWEALTH OF ~e~,,z_~ PENNSYLVANIA ~~~,~. DEPARTMENT OF REVENUE F~ip,,~,,,~""~ DEPT. 280601 "~~ HARRISBURG, PA 17128-0601 I OFFICIAL USE ONLY REV- 1 500 _ INHERITANCE TAX RETURN IF"E"uM"E" I A_ L-C:' R E S I D E N T D E C E D E N T I cou,~ cooE ~E^R ,UM,ER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- Gabel, Shirley A. 202 - 28 ~690 Z ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE LU January 29, 2002 December 21, 1935 REGISTER OF WILLS iii (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER < ['-~1. Original Return r~4. Limited Estate ~--] 6. Decedent Died Testate (Attach copy of Will) [~]9. Litigation Proceeds Received [~2. Supplemental Return ~]4a. Future Interest Compromise (date of death after 12-12-82) ~17. Decedent Maintained a Living Trust (Attach copy of Trust) ~]10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [~]3. Remainder Return (date of death prior to 12-13-82) [~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [~11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME David W. Knauer, Esquire FIRM NAME (IfApplicable) TELEPHONE NUMBER (717) 795-7790 T._S~C_ COMPLETEMAILINGADDRESS 411A E. Main Street Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1) 1 0 7 ¢ 6 1 0 2. Stocks and Bonds (Schedule B) (2) Non~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) No]3 ~. 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 2: 0 0 0 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 2 2 ¢ 7 5 9 ~'--] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. (9) 8, I 69 (10) 7,285 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) (14) OFFICIAL USE ONLY (8) 132,369 (11) 1 5,454 (12) 11 6,91 5 (13) None 116,915 SEE INSTRUCTIONS ON 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 x .0_ (15) 116,915 x.045 (16) 5,261 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. TaxDue (19) 5,261 ( see attached) 20. [] I Decedent's "-'',,,omp,eLe Address: STREET ADDRESS 1122 Charles Street CITY Mechanicsburg STATE PA I ZIP17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty (1) 5,261 2,356 (see attached) Total Credits ( A + B + C ) (2) 2,356 Total Interest/Penalty ( D + E ) (3) (4) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,905 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2,9 8 5 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS IF THE ANSWER Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ..............[] [] Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and 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. / ADDRESS 1122 Charles Street, Mechanicsburg, PA 1 7055 SIGNATURE OF ~'~J'RER OTI"JL~T~N 'I~EP~E'S~NTATIVE ~1.!'~"~*" ~,/. /~"'~'~'~ DATE /O /// ADDRESS - - / O~ ' / 411A E. Main Street, Mechanicsburg, PA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the 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, whether by blood or adoption. ?EV-1502EX + (?7) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETUP, N RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Gabel, Shirley A. 2002-00283 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 pdce 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 properly which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1122 Charles Street, Mechanicsburg, PA 17055 107,610 (Parcel # 17-23-0561-155) TOTAL (Also enter on line 1, Recapitulation) $107,610 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Gabel, Shirley A. 2002-00283 Include the proceeds of litigation and the date the proceeds were received by the estate. All propen'y jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Personal Effects 2,000 TOTAL (Also enter on line 5, Recapitulation) $ 2 · 000 (if more space is needed, insert additional sheets of the same size) REV-! ~Og EX + I1-97> ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER Gabel, Shirley A. 2002-00283 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. David A. Gabel Street, Mechanicsburg, Son B. Jeffrey W. Gabel 1122 Charles PA 17055 Same address Son JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar ident;,f'/ing number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1/95 Members First Federal Credit Union 14,097 50 7,049 Account NO. 149161 2 B 1/68 AllFirst Bank 31,420 50 15,710 Account NO. 87004902711834 TOTAL (Also enter on line 6, Recapitulation) $ 2 2,7 5 9 (If more space is needed, insert additional sheets of the same size) , REV-1511F.X~' (t-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gabel, Shirley A. 2002-00283 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7, FUNERAL EXPENSES: Myers Funeral Home, Inc. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of PersonaI Representative (s) David M. Gabel Social Secudty Number(s) / EIN Number of Personal Representative(s) 1122 Charles Street Street Address City Mechancisbur? State PA Year(s) Commission Paid: Attorney Fees David W. Knauer, Esquire Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant No n ~. Street Address Zip 17055 City State __ Zip Relationship of Claimant to Decedent PmbateFees Cumberland Co. Register of Wills Inheritance Filing Fees Accountant's Fees None Tax Retum Preparer's Fees Included in attorney's fees Estate Advertising - The Sentinel Cumberland Law Journal 6,405 1 ,318 265 15 91 75 TOTAL (Also enter on line 9, Recapitulation) $ 8,169 (if more space is needed, insert additional sheets of the same size) REV-1512 EX * (1-97) ~ COMMONWEALTH OFPENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ! DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Gabel, Shirley A. 2002-00283 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT Holy Spirit Hospital All First Bank - Home Equity Account No. 00-1143-1757-0001 Goods Furniture Account 173 3,872 3,240 TOTAL (Also enter on line 10, Recapitulation) $ 7,285 (If more space is needed, insert additional sheets of the same size) ADDENDUM TO INHERITANCE TAX DUE The total tax paid includes the Information Notice and Taxpayer Response form to file No. 21 ACN 02117572 date 04-10-2002 in the amount of $317.19 per attached. Also, File No. 21 02-0283 ACN 02129788 in the amount of $2,356.48 date 06- 26-2002 has previously been paid and that amount is deducted from the tax due statement. JUL--01--02 10 :$2 AM Hi~hmerk Inc. 7176124489 P. 02 RLES ST ~' SOURS PA 17055-3946 ZNFORHATZON NOTICE AND TAXPAYER RESPONSE IFZLE NO. Zl 02-0285 ACN 02Z29788 DATE TYPE OF ACCOUNT EST, OF SHIRLEY A OABEL [~SAVZNG$ 8,S. g0. 202-28-6690 []C~CKIN~ DATE OF DEATH 01-29-2002 ~--ITRUST COU~ITY CUHBERLAND []CERTZF. REHZT PAYHEHTAHD FORHS TO~ REGISTER OF WILLS CUHBERLAHD CO COURT HOUSE CARLISLE; PA 17013 Al.[FIRST FINANCIAL SERV/CE$ has provided *J~ Depart.ant ,t~ ~ ~n~r.dti~ llst~ belo~ uhl~ h~s he~ ua~ Sn COHPLETE PART [ BELOH N a x 8G~ REVERSE SIDE FOE FZLZNO ANO PAYHEHT ZNSTRUCT~OHS Acu~ ~. 870049027118~4 h*e 01-01-1968 To Insure prier credit ~ y~r ac~t, ~a~t to t~ RoGIS~K of MilI~, ~e ~Bck Par~t Tu~bla X 50,000 bo~t ~Jeot to Tax .... 15,709,8~' aTE: If ~x p~m~ts ur. m~ .i~ln ~r~ (3) ~n~s of tho ~ce~nt's date ~f nine (9) m~s after ~e ~qe of ~n~, " TAXPAYER REBPONgE 1. Y~ t~ ~osa to ~it paint to ~e R~iotor of Mills ul~ ~ sepias of ~], ~ti. BLOCK B, ~ The ~vw asset ~s been or Nil1 ~ repor~d ~d tax ~id wis ms Pe~ZvMia Z~GF[tMc* Tax return C. ~ T~ nkvd JflfOrletJ~ iS incorrect ~or ~ts ~ ded~ti~s were paid by y~, TAX RETURN - COHPUTATZON OF TAX ON JOINT/TRUST ACCOUNTS Z. Acco~t Balboa 6. i~t TusSle 7. Tax ~ate 7 8. Tax ~e DEBTS AND DEDUCTZONO CLAZH~O DATE PAID PAYEE DESCRZPTIOH AHOUNT PAID TOTAL (~tlr on Llnl S of Tu Co.utilitY'" ~r ~al~ios of perjury; Z ~iro t~ h f~s I ~vo r~or~ ~vo ere tr~, ~orr~t o~lo~e ~o the be.~ of ~y kno. ledge ~d belief, HO~ ( gORK C ) TELEP~OHE HUHBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-1545 EX AFP (09-00) DAVID N GABEL 1122 CHARLES ST MECHANICSBURG PA 17055:.,. ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE ACN 02117572 DATE 04-10-2002 EST. OF SHIRLEY A GABEL S.S. NO. 202-28-6690 DATE OF DEATH 01-29-2002 ,COUNTY CUMBERLAND TYPE OF ACCOUNT [] SAVINGS [] CHECKZNG [] TRUST [] CERTIF. REHZT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE· PA 17015 HEHBERS 1ST FCU has provided the Department oith the information listed below .hich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were e joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain ~ritten correction from the financial institution, attach e copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laos of the Commonwealth of Pennsylvar, ia. ;uestions m~y be answered b~ caiIing (717) 787-83Z7. COMPLETE PART I BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 149161-00 Date 01- 27-1995 To insure proper credit to your account, two Established (Z) copies of this notice must accompany your Account Balance 14,097.26 payment te the Register of Hills. Hake check payable to: "Register of Rills, Agent". Percent Taxable X 50.000 Amount Subject to Tax 7 · 04S. 63 NOTE: Zf tax payments are made within throe (3) months of the decadent's date of death, Tax Rate X .045 you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 317.19 nine (9) months after the date ef death. PART TAXPAYER RESPONSE A. O The above information and tax due is correct. 1. You may choose to remit payment to the Register of Nil[s aith two copies of this notice to obtain CHECK ONE BLOCK ONLY PART TAX LINE a discount or avoid interest, or you say check box "A" and return this notice to the Register of Hills and an official assessment will be issued by the PA Department of Revenue. B. E3 The above asset has bean or Hill be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedant's representative. C. [~The above information is incorrect and/er debts and deductions were paid by you. You must complete PART ~ and/or PART ~below. If you indicate a different tax rata· please state your relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Data Established 2. Account Balance 2. 3. Percent Taxable ~. Amount Subject to Tax E. Debts and Deductions 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAZN;q PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Cosputation) Under penalties of perjury, Z declare that the facts ! have reported above are true, correct and complete to the best of my knowledge and belief, HOME ( WORK ( ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATI~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Shirley A. Gabel Date of Death: January 29, 2002 Will No. 21-02-0283 Admin. No. To the Register: I certify that notice of beneficial interest 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 March 15, 2002. Name David M. Gabel Jeffrey W. Gabel Debbie A. Schue Address 1122 Charles St., Mechanicsburq, PA 17055 1122 Charles St., Mechanicsburq, PA 17055 Lewisberry, Pennsylvania Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except Date: October 10, 2002 Signature Name: David W. Knauer Address: 411A E. Main Street Mechanicsburq, PA 17055 Telephone: (717) 795-7790 Capacity: X Personal Representative Counsel for personal representative IlJlitlll IIIIlilllllllllllllll 0 TO: DAVID W. KNAUER, RC. Attorneys at Law 411-A East Main Street Mechanicsburg, PA~17~055 BUREAU OF /ND/VZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 160601 HARRISBURG, PA 17128-0601 JEFFREY g GABEL 1122 CHARLES ST HECHANICSBURG CONMONgEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-'I6~$ EX AFP C01-0~) PA 17:D55-$946 DATE 10-28-2002 ESTATE OF GABEL DATE OF DEATH 01-29-2002 FILE NUMBER 21 02-0285 COUNTY CUMBERLAND SSN/DC 202-28-6690 ACN 02129788 Amoun~ Rem/~ed SHIRLEY MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF gILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOgER PORTION FOR YOUR RECORDS -~1 REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOgANCE OR DISALLOgANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-28-2002 ESTATE OF GABEL SHIRLEY A DATE OF DEATH 01-29-2002 COUNTY CUMBERLAND FILE NO. 21 02-0285 S.S/D.C. NO. 202-28-6690 ACN 02129788 TAX RETURN gAS: (X) ACCEPTED AS FILED ¢ ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 87004902711854 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-01-1968 Account Balance 31,419.78 Percent Taxable X 0.500 Amount Subject to Tax 15,709.89 Debts and Deduct/ons - .00 Taxable Amount 15,709.89 Tax Rate X .15 Tax Due Z,$56.48 TAX CREDTTS= NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE gITH YOUR TAX PAYMENT TO THE REGISTER OF gILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF gILLS, AGENT." PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 08-26-2002 CD001558 .00 2,$56.48 ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION DF ADDITIONAL ZNTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTZONS. ) TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE 2,$56.48 .00 .00 .00 BUREAU OF INDZVZDUAL TAXES /NHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT RE¥-1607 EX AFP (Dl-12) JEFFREY W GABEL 1122 CHARLES ST NECHANICSBURG PA 17055-$946 DATE 11-25-2002 ESTATE OF GABEL DATE OF DEATH 01-29-2002 FILE NUHBER 21 02-0285 COUNTY CUHBERLAND ACN 02129788 I Amoun~ Rem/~od SHZRLEY A HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF N/LLS CUHBERLAND CO COURT HOUSE CARLZSLE, PA 17015 NOTE: To insure proper credJ~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment. CUT ALONG THZS LZNE ~'~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-02) -## ZNHERZTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF GABEL SHTRLEY A FZLE NO. 21 02-0285 ACN 02129788 DATE 11-25-2002 THZS STATEMENT TS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BELO# ZS A SUHHARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLE, A PROJECTED ZNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 10-28-2002 PRINCZPAL TAX DUE: ........................................................................................................................................................................................................................... 2,556.48 PAYMENTS (TAX CREDITS): PAYHENT DATE RECEIPT NUHBER DISCOUNT (+) INTEREST/PEN PAID (-) AHOUNT PAZD ZNTEREST ZS CHARGED THROUGH 12-10-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SZDE OF THZS FORH.~ IF PAZD AFTER THIS DATE, SEE REVERSE SZDE FOR CALCULAT/ON OF ADDZTZONAL ZNTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT KS RE~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS. TOTAL TAX CREDZT .00 BALANCE OF TAX DUE 2,$56.~8 ZNTEREST AND PEN. 16.25 TOTAL DUE 2,572.71 BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG,, PA 17128-0601 DAVID N KNAUER ESQ KNAUER & ASSOCS LSC ~11A E MAIN ST MECHANICSBURG PA 17055 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT DATE 12-16-2002 ESTATE OF GABEL DATE OF DEATH 01-29-2002 FZLE NUMBER 21 02-0285 COUNTY CUMBERLAND ACN 101 d Aeoun~ Reel*~ed SHIRLEY F HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit: ~o your account, sube/~ ~he upper por~:ion of ~his fore wi~h your ~ax payment:. CUT ALONG THIS LZNE ~ RETA'rN LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-02) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF GABEL SHIRLEY A FZLE N0.21 02-0285 ACN 101 DATE 12-16-2002 THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELON ZSA SUHNARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-16-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 5,261.00 PAYMENTS (TAX CREDITS): PAYMENT DATE 08-26-2002 RECEIPT NUMBER CD001558 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 2,356.~8 INTEREST IS CHARGED THROUGH 12-31-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.~ IF PA/D AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULAT/ON OF ADD/TZONAL /NTEREST. ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT /S REQU/RED. /F TOTAL DUE /S REFLECTED AS A "CRED/T" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR /NSTRUCTZONS. TOTAL TAX CREDZT 2,356.~8 BALANCE OF TAX DUE Z,90~.52 ZNTEREST AND PEN. 30.01 TOTAL DUE 2,93~.53 BUREAU OF TNDZVZDUAL TAXES INHERTTANCE TAX DZYTSZON DEPT. 180601 HARRTSBURG,, PA 17118-0601 JEFFREY N GABEL 1122 CHARLES ST HECHANICSBURG COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE INHERITANCE TAX RECORD ADJUSTHENT JOINTLY HELD OR TRUST ASSETS DATE 12-16-2002 ESTATE OF GABEL DATE OF DEATH 01-29-2002 PA 17055-$946 FILE NUNDER 21 02-0285 · COUNTY CUHBERLAND SSN/DC 202-28-6690 ACN 02129788 I Amoun~ Remi~ed REV-160,~ EX AFP CIZ-DO) SHIRLEY A HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND C0 COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE RETAIN LONER PORTION FOR YOUR RECORDS REV-1604 EX AFP (12-00) ## INHERITANCE TAX RECORD ADJUSTHENT JOINTLY HELD OR TRUST ASSETS DATE 12-16-2002 ESTATE OF GABEL SHIRLEY A DATE OF DEATH 01-29-2002 COUNTY CUHBERLAND FILE NO. 21 02-0285 S.S/D.C. NO. 202-28-6690 ACN 02129788 ADJUSTNENT BASED ON: ADHINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORNATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 87004902711854 TYPE OF ACCOUNT: (X) SAVINGS ( ) CHECKING ( ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 01-01-1968 Account Balance Percent Taxable X Amount Subject 4o Tax Debts and Deductions - Taxable Amount Tax Rate X Tax Due TAX CREDZTS: .00 0.500 .00 .00 .00 .15 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHZT THE UPPER PORTION OF THIS NOTICE NZTH YOUR TAX PAYNENT TO THE REGISTER OF HILLS AT THE ADDRESS SHONN ABOVE. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT.ff PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE 1S LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) .00 .00 ,00 ,00 REV-1470 EX (6-88) INHERITANCE TAX COMMONWEALTPi OF PENHSYLVANIA EXPLANATION DEPARTMENT OF REVENUE OF CHANGES ~ ' BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 DECEDENT'S NAME FILE NUMBER Gabel Shirley 2102-0283 REVIEWED BY ACN Emerson Luciano 02129788 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above referenced ACN has been reduced to zero, as this account was reported on the probate return. Pa.qe 1 BUREAU OF ZNDTVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 1711B-0601 COMMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DAVID N KNAUER ESQ KNAUER 8 ASSOCS LSC qZIA E MAIN ST ~ MECHANICSBURG ~A 17055 DATE 12-16-2002 ESTATE OF GABEL DATE OF DEATH 01-29-2002 FILE NUMBER 21 02-0285 COUNTY CUMBERLAND ACN 101 I Amount Rami~ad REV-1;~i? El( AFP ¢01-02) SHIRLEY A MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GABEL SHTRLEY A FILE NO. 21 02-028:5 ACM 101 DATE 12-16-2002 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERS; APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. CZosaly Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (ScheduZa D) (q) $. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (ScheduZa F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Cos~s/Misc. Expanses (Schedule H) (9) 10. Debts~Mortgage Liabilities/Liens (Schedule 1) (10) 11. Total Deductions 12. Net Value of Tax Return 107/610.00 .00 .O0 .00 Z/O00.O0 12/759.00 .00 (8) 8,169.00 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. 15. NOTE: 1:52,:569.00 7,285. O0 (11) 1; .454. OD (12) 116,915. O0 Char/table/Govarnman*al Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) Nat Value of Estate Subject to Tax (1~) Zf an assessment Has issued previously, 11nes 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aeount of Line lq at Spousal rata (15) 16. Amount of Line lq taxable at Lineal/Class A rata (16) 17. Amount of Line lq at Sibling rata (17) 18. Amount of Line lq taxable at Collateral/Class B rata (18) 19. Principal Tax Due DISCOUNT (+) INTEREST/PEN PAID (-) TAX CREDITS: PAYMENT DATE 08-26-2002 RECEIPT NUMBER .00 116,915.00 AMOUNT PAID 2, :556 .q8 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. INTEREST IS CHARGED THROUGH 12-:51-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH .00 x O0 = .00 116,915.00 x 045= 5,261.00 .00 x 12 = .00 .00 x 15 = .00 (19)= 5,261.00 2, :556 .q8 2,90q.52 :50.01 ( ZF TOTAL DUE TS LESS THAN 01, NO PAYMENT TS RE~UTRED. ZF TOTAL DUE 'rs REFLECTED AS A "CRED'rT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORM FOR 'rNSTRUCT'rONS.) CD001558 .00 18 and 19 will COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2806O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 0O3490 KNAUER DAVID W 411A E MAIN ST MECHANICSBURG, PA 17055 ESTATE INFORMATION: SSN: 202-28-6690 FILE NUMBER: 2102-0283 DECEDENT NAME: GABEL SHIRLEY A DATE OF PAYMENT: 01/29/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/29/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $184.54 REMARKS: CHECK//2191 SEAL TOTAL AMOUNT PAID' $184.54 INITIALS' JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003489 KNAUER DAVID W 411A E MAIN ST MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: SSN: 202-28-6690 FILE NUMBER: 2102-0283 DECEDENT NAME: GABEL SHIRLEY A DATE OF PAYMENT: 01/29/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/29/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,905.00 REMARKS: TOTAL AMOUNT PAID' $2,905.00 CHECK# 2414 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Name of Decedent: Date of Death: Will No.: STATUS REPORT UNDER RULE 6.12 .--~ ~ ~L ...-- ~'~ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State why'e% administration of the estate is complete: Yes 1//1 No [--] 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: o If the answer to No. 1 is Yes, state the following: a. Did the personal re~pr~jtative 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 r~ntative state an account informally to the parties in interest? Yes ~ No [-] Copies of receipts, releases, joinders and approval of formal or informal accounts may b.e~th the Clerk of the. Orphans' Court and may be attached to tl~rep~rt. ,/~ // Signature - - Nme Capacity: ~._~'~ onal Representative 114 Counsel for personal representative BUREAU OF INDIVIDUAL TAXES /NHER/TANCE TAX D/Vt*S/ON DEPT. 280601 HARRISBURG.. PA 17128-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT R[¥-Z&O7 EX &FP C02-05) DATE 05-01-2004 ESTATE OF GABEL DATE OF DEATH 01-29-2002 FILE NUHBER 21 02-0285 COUNTY CUMBERLAND ACN 101 I Amoun~ R~mi~ed SHIRLEY A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~hm upper por~ion of ~h/s form wi~h your ~ax payment. CUT ALONG THIS L'rNE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS -.~ REV-1607 EX AFP (01-03) ### INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF GABEL SHIRLEY A FILE NO. 21 02-0285 ACN 101 DATE 05-01-2004 THTS STATEHENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHONN BELO# TS A SUMMARY OF THE PRTNCTPAL TAX DUE,, APpLTCAT/ON OF ALL PAYHENTS,, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED 'rNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-16-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 5,261.00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-26-2002 01-29-2004 01-29-2004 CD001558 CD005489 CD005490 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL /NTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE 1S REFLECTED AS A 'CRED/T' (CR), .00 .48- 184.04- 2,356.48 2,905.00 184.54 TOTAL TAX CREDIT 5,261.50 BALANCE OF TAX DUE .5OCR INTEREST AND PEN. .00 TOTAL DUE .5OCR YOU NAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH/S FORM FOR 'rNSTRUCTZONS. )