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HomeMy WebLinkAbout04-1056 PETITION FOR PROBATE and GRANT OF LETTERS als known as To: Register of Wills for the -- -- Deceased. County of Cumberland in the So. 'iai Security No. 204-03-708~ Commonwealth of Pennsylvania 'he petition of the undersigned respectfully represents that: four petitioner(s), who isle 18 years of age or older an the execut or named in he last wilt of the above decedent, dated July 2, , 1985 ami codicil(s) dated ~[med executrix, Frances Y. Gabel, died January 12, 1996. Alan George G~[bel named contingent executor. (state relevant circmnstances, e.g. renunciation, death of executor, etc.) )ecendent was domiciled at death in Cumberland County, Pennsylvania, with tL .s last family or principal residence at 100 Mt. Allan Drive, Upper Allen Township, ~ ~land County, Pennsylvania (list street, number and muncipality) Decendent, then 83 years of age, died November 12, 2004 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Dqcendent at death owned property with estimated values as follows: {If domiciled in Pa.) All personal property $ 200,000.00 (I1~ not domiciled in Pa.) Personal property in Pennsylvania $ (Iti not domiciled in Pa.) Personal property in County $ V~lue of real estate in Pennsylvania $ iit~ated as follows: ! ~qHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary ~tron. (testament ary; adrninist ration c.t.a.; administration d.b.n.c.t .a.) ~ Alan George Ggl~el _ = 106 Holly Court ~ Lewisberry, PA 17339 OATH OF PERSONAL REPRESENTATIVE C )MMONWEALTH OF PENNSYLVANIA 3> ss C. ~UNTY OF CUMBERLAIqD IThe petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are tr~e and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- taitive(s) of the above decedent petitioner(s) will well and trtdy administer the estate according to law. b~foLe me this [ } day 9f. Alan George ~el ~' No. /l Estate 0f George S. Gabel ,Deceased DECREE OF PROBATE AND GtL~NT Of LETTERS ' :~_ , in consideration of the petition on e r..eve:se side hereof, satisfactory proof having been presented before me, · I:~, DECREED ~bat the instrmr~ent(s) dated July 2, 1985 :scribed therein be admitted to probate and _,riled of record as the last will o_r ~Ge_orge S~. Oabel ~t' Letters Testamentar~ e hereby granted to Alan George Gabel I Register o)WiLL~' .)j/ irishI ~ t , ! ~ obate, Letters, Etc .......... 5 ~ 55 [[i David U. Stone #39785 S1 on Certificates( ) ... ....... S I(~:?~' A~ORNEY (Sup. Ct. I.D. No.) ~~ .X.Q.{~].75 ....... $ ~ {/U: 414 Bridge St., New Cumberland, PA 17070 i TOTAL $ &1,2 .{'. ( ~Fled ................................... (717) 776-7435 PHONE c 8~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF H£ALTH · VITAL RECORDS CERTIFICATE OF DEATH z Hal( ovember 12, 2004 83 i ~ug31,192] Enhaut, PA ~o~,~,,~,,,, J ~o^[] Cumberl~ Upper Allen Tw [~t~/'*'*,¢h ~t(~c- I"..~.~o~,,~ Mechanic rg,PA 17055 ~s~,~ ....... ~'~ . IT~ ]06 Holly Ct., Lew~sbe~ry, PA 17339 _ , November ]6,200~ ~(~ll ing Green Mem. Park amp Hill, PA 17011 FO 012342-L ~n6'&M1~l;2~;J'[~l~408 3rd.:t.,NewCumber]an~ ~ = 177 LAST ~ILL ,~M; TECT~,MENT (]EORCE $. GABE[. iTUx: !: i ~i~e. cerise and ~ecueatL 'M! c~ my estate, r*'al aha Fer- rl~nt, fLiZABETI~ DEC!~ER'['. the ~alance th~n ~emainin~ d~:e, ][ ~v n~orty:qz~ given by m!,' wife and myself to her on cert;*in premises owned by bet and conveyed to us in S~]ver SDri*lj %(,;4pshiD, ('umber]am{ Penns v lwmia. ITE~ Ill: all the rest, residue and rem,~Snd~r of ~l,' .:state, r~i evtry C. FGR~i (iF, F, LL, JF,FF~EY U~RD G,x,~;F'I, ~nd k!Y ~{!.ITA~ETH ,qAFFI,, as survive me thirty days. S[o~ld tony of r:v ~.*ove nar*ed cP5ldrer, [~ede('eas~ ~e ,'~r die c>~ or ~ £ommis.~ion ~Fxpirc~, Fec.. ~, ;?C,~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT_ 280601 HARRISBURG. PA 17128-0601 AEV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GABEL ALAN GEORGE 106 HOLLY COURT LEWISBERRY, PA 17339 u___u_ Ill!<1 ESTATE INFORMATION: SSN: 204-03-7085 FILE NUMBER: 2104-1056 DECEDENT NAME: GABEL GEORGE S DATE OF PAYMENT: 02/09/2005 POSTMARK DATE: 02/09/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/12/2004 NO. CD 004928 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $8,000.00 I I I I I I I I TOTAL AMOUNT PAID: $8,000.00 REMARKS: CHECK# 503 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS 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: 271 Invoice Date: 3/24/2005 Estate of: GecoQ...GE GABEL & LOUISE ODELL Estate No: 21-04-1056 &21-04-708 DAVID STONE, ESQ. 414 BRIDGE STREET JA NEW CUMBERLAND, P A 17070 Qty 2 Fee Description Short Certificates Fee Total 4.00 $8.00 Total: $8.00 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. 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: 271 Invoice Date: 3/24/2005 Estate of: 6<o~ GE GABEL & LOUISE ODELL Estate No: 21-04-1056 &21-04-708 DAVID STONE, ESQ. 414 BRIDGE STREET JA NEW CUMBERLAND, P A 17070 Qty 2 Fee Description Short Certificates Fee Total 4.00 $8.00 Total: v.Jt 't I d0- ~ $8.00 r".~'.i 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. ~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY "r"",,-,ro "--i'" '>, .~tt:U!-~Ut ; t}Tr'!I..:C.h~ , Deceased No 21 04 1056 , ZOUr AUb 10 1\i11fj. 38 Date of Death 1 /12/2004 Social Security No",~oa.f685 Cl-~:-T,.~,h _ '.: ,"<: r'!li' - , "'"' Estate of GeorQe S Gabel also known as -"C' Alan Georqe Gabel Personal Representative(s) of the above Estate. deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsytvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. INrJe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: David H. Stone, Esquire J.D. No.: #39785 Address: 414 Brid!:le Street New Cumberland ~~~~ Alan Geome Gabel 106 Holly Court, Lewisberrv. PA 17339 Daled k~s; ...,,-.::. PA 17070 Telephone: 717-774-7435 Description Citizens Bank-Checking Acct. #6100771555 Value 7,658.82 Citizens Bank-MM Checking Acct. #6200121021 113,890.17 Messiah Village-refund on home 54,432.00 Miscellaneous deposit 288.00 National Life Insurance Co.-proceeds on policies in the name of Alan Gabel, Kim Gabel, and Jeff Gabel 7,563.46 396 shares PNC Financial Services stock @ $55.70 each 22,057.20 Total 206,009.65 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 r><-'~ Continuation of Inventory George S Gabel 21 04 1056 Paqe 1 Description of Inventory Description Value IRS-income lax refund on decedent's 1040 120.00 Subtotal S Grand Total S 120.00 206,009.65 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR€AU OF INOIVIOU.o..l TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96l RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ______n fold ESTATE INFORMATION: SSN: 204-03-7085 FILE NUMBER: 2104-1056 DECEDENT NAME: GABEL GEORGE S DATE OF PAYMENT: 08/10/2005 POSTMARK DATE: 08/10/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/12/2004 NO. CD 005671 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $181.31 I I I I I I I I TOTAL AMOUNT PAID: $181.31 REMARKS: STONE ET AL CHECK# 103 INITIALS: RSK RECEIVED BY: SEAL REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV-l500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W o w c w ... ,,:!II) ,,"''' w"" ,,00 uf~ .. .. DECEDENrs NAME (lAST, FIRST, AND MIDDlE INIT1AL) Gabel Gear e S DATE OF DEATH (MM-llO-Year) DATE OF BIRTH (MM-OO-Y..~ ~ 1. Original Return o 4. Linited Eslale ~ 6. OecedenlDiedTestate 1__ofWl) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future lnterest Compromise (dateofdealh after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach COpY ofTrustl o 10. Spousal Poverty Credit (date ofdeathbelween 12-31-91 and 1-1-95) OFFICIAL USE ONLY FilE NUMBER 2 1 -0 4 1 0 5 6 ""'CciiNTv~-~---iiiiiiER-- SOCIAL SECURITY NUMBER 2 0 4 - 0 3 - 7 0 8 5 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (dateofdealhpriorto12-1J.82) o 5. Federal Estate Tax Return Required .!... 8. TotalNumberolSaleDepos~Boxes o 11. Election to tax under Sec. 9113(A) 1_ "'" OJ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENtiAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS David H. Stone Es uire 414 Bridge Street FIRM NAME (" Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 717-774-7435 z o ~ ~ l- ii: 00( o w ~ 11/12/2004 8/31/1921 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDlE INITIAL) ... z W Q Z o .. II) w '" '" o " New Cumberland, PA 17070 (1) (2) (3) (4) (5) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or SoIe-Proprietorship 4. Mortgages & Noles Receivable (Schedule 0) 5. Cash, BanI< Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billin9 Requested 7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (Schedule G Of l) 8. Total Gross Assets (total Unes 1-7) 9. Funeral Expenses & Administrative Costa (Schedule H) 10. Debts of Oeceden~ Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Vatu. of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts lor which an election to tax has not been made (Schedule J) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- ~ Q. :E o o ~ .... 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (aX1.2) 0.00 191,163.50 0.00 0.00 16. Amount of Une 14 taxable at lineal rate 11. Amount of line 14 taxable at sibling rate 18. Amountof Line 14 taxable atoollaleral rate 19. Tax Due X _(15) X .045 (16) X .12 (17) X .15 (18) (19) 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ....., l;:-;~ c.:,") :c., 22,057.20 OFACf!'oL USF. N~ \"1 ~ ) :~g ':-1 _:::I l..-=-J -.'C) :r1 ,> - S :--Ll .'.::) n -.~~ c..:) -' -. - /.... 183,952.45 -, (-) CO 8,020.84 (8) 214,030.49 11,933.30 10,933.69 (11) (12) (13) 22,866.99 191,163.50 (14) 191,163.50 0.00 8,602.36 0.00 0.00 8,602.36 BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH ,.....,;'- >> << o d ece ant's Complete Address: smEer ADDRESS 100 Mt. Allen Drive CITY I STATE I ZIP Mechanicsburg PA 17055- Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Pnor Payments C. Discount (1) 8,602.36 8 000.00 421.05 3. InteresUPenalty ~ applicable D.lnteresl E. Penalty Total Credits (A + 8 + C) (2) 8,421.05 T otallnteresUPenalty ( 0 + E ) (3) 4. II Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Une 20 to request a relund (4) 5. II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total 01 Line 5 + SA. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 181.31 181.31 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transler and: Yes No a. retain the use or income 01 the property translerred; ..................... ...................................................... 0 I2Q b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 I2Q c. retain a reversionary interest; or ...................................................................................................... 0 I2Q d. receive the promise lor I~ 01 either payments, benefits or care? ............................................................. 0 I2Q 2. II death occurred after December 12, 1982, did decedent transfer property within one year 01 death without receiving adequate consideration?......................................... ...................................................... 0 I2Q 3. Did decedent own an "in trust for" or payable upon death bank account or secunty at his or her death? ................. 0 I2Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................. ...................................................... I2Q 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. Under penalties of perjury, I declare that I have examined this return, inckJding accompanying schedules and statements, and to the best of my knov.tedge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative Is based on al information of which prepare!' has any knowledge. SIGNATURE PERS N RESPON~.LELE F FOROR ~ FILING R RN DATE ~ -S'-Qj' ADDRESS 106 Holly Court Lewisber PA 17339 SIGNATURE OF PREPARE THER TH DATE ADDRESS PA 17070 For dates of death on or after July 1,1994 and beloreJanuary 1, 1995, the tax rate imposed on the net value 01 translers to orfor the use 01 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 oftransters to or for the use 01 the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (li)]. The statute does not exemot 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 il the surviving spouse is the only beneficiary. For dates 01 death on or after July 1, 2000: The tax rate imposed on the net value of translers from a deceased child twenty-one years of age or younger at death to or tor the use of a natural parent an adoptive parent, or a stepparent 01 the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the netvaiue of transfers to or for the use 01 the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(l}]. The tax rate imposed on the net value 01 transfers to or for the use olthe decedenfs 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 wilh the decedent, whether by blood or adoption. REV-1503 ~X + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Gabel Georoe S FilE NUMBER 21 04 All property joindy-owned with right of survivorship must be disclosed on Schedule F. 1056 ITEM NUMBER 1 DESCRIPTION 396 shares PNC Financial Services stock @ $55.70 each VALUE AT DATE OF DEATH 22,057.20 TOTAL (Also enter on line 2, Recapi\ulalion) $ (If more space is needed. insert additional sheets of the same size) 22057.20 (lEV.150e ~ + 16. SCHEDULE E CASH, BANK DEPOSITS, & MISC, PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gabel Georoe S FILE NUMBER 21 04 include \he proceeds of liligalioo and the data the proceeds were received by \he ..lata. All property jolntly-owned wilh right of survivorship must be disclos.d on Schedule F. 1056 ITEM NUMBER 1 DESCRIPTION Citizens Bank-Checking Acct. #6100771555 2 Citizens Bank-MM Checking Acct. #6200121021 3 Messiah Village-refund on home 4 Miscellaneous deposit 5. IRS-Income tax refund on decedent's 1040 for 2004 6. National Life Insurance Co.-proceeds on 3 policies in the name of Alan Gabel, Kim Gabel and Jeff Gabel with ownership to the estate VALUE AT DATE OF DEAlH 7,658.82 113,890.17 54,432.00 288.00 120.00 7,563.46 TOTAL (AlBoe"l", on nne 5, Recap~ulation) $ (If more space is needed, insert additional sheets of the same size) 183 952.45 REV-1S10 E'X + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT ESTATE OF Gabel Georoe S SCHEDULE G INTER.VlVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 04 1056 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 ITEM tICt.UOETHENAME<FTHETRANSFEREE. THEIRRElATlCIISHIPTODECEDfNTAND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER n\EQ#,tl:a;~ ...nlOt.l\COPfCfTrEt:E8)F~REN..ESTA11:. VALUE OF ASSET INTEREST VALUE {F"""""-'! 1. 927.265 shares Scudder US Govt Sec. A IRA Acct. @ $8.65 8,020.84 100. 8,020.84 each Beneficiaries: Alan George Gabel, Kim Gabel, and Jeffrey Gabel TOTAL (Also enter on line 7 Recapitulationl $ 8 020.84 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Gabel Georoe S SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 04 1056 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Stone & Murray Funeral Home-funeral expenses 6,239.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Numbe~s)JEIN Number of Personal Representative(s) Street Address City Stale Zip Year(s) Commission Paid: 2. Attorney Fees David H. Stone, Esquire 5,000.00 3. Family Exemption: (If dececlenfs address is not the same as daimanfs, attach explanation) Claimant S_Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills and short certs. 280.00 5. Accountants Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal-advertising grant of letters 75.00 8. The Patriot News Co.-advertising grant of letters 109.30 9. Register of Wills filing Inheritance tax return and Inventory 30.00 10. Reserve for closing expenses 200.00 TOTAL (Also enter on line 9, Recapitulation) $ 11 933.30 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) * SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERrrANCETAX RETURN RESIDENT DECEDENT ESTATE OF Gabel Georae S FILE NUMBER 21 04 1056 Include unrelmbursed medical exponses. ITEM NUMBER DESCRIPTION 1. Messiah Village-nursing home services VALUE I'.T DI'.TE OF DEll. TH 10,615.76 2. Alert Pharmacy-medication 317.93 TOTAL (1'.150 enteron line 10. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10 933.69 ......0.0-- RfV.,513EX:IO. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER r::"h..1 r::..nrn.. ~ 71 n.d 10SB 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 pnclude outright spousal d~lribulions, and transfers under Sec. 9116 (0)(1.2)) 1. Alan George Gabel Lineal 63,721.17 106 Holly Court Lewisberry, PA 17339 2. Kim Gabel Lineal 63,721.17 29222 Coconut Palm Drive Big Pine Key, FL 33043 3. Jeffrey Gabel Lineal 63,721.16 6 Dinwiddie Tract Gettysburg, PA 17325 , ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, f!.S APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PARTD - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-I500 COVER SHEET $ .. (II more space IS needed, Insert additional sheets 01 the same sIZe) .~ LAST WILL AND TESTAMENT OF GEORGE S. GABEL I, GEORGE S. GABEL, of the Township of Silver Spring, County of Cumberland and Commownwealth of Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any former wills or testamentary dispositions heretofore made. ITEM I: I give, devise and bequeath all of my estate, real and per- sonal of whatsoever kind and wherever situate, to my wife, FRANCES Y. GABEL, if she survives me by thirty days. ITEM II: If my wife, FRANCES Y. GABEL, shall not be living on the thirty-first day following my death, I direct that my executor shall pay to my aunt, ELIZABETH DECHERT, the balance then remaining due, if any, on a certain mortgage given by my wife and myself to her on certain premises previously owned by her and conveyed to uS in Silver Spring Township, Cumberland County, Pennsylvania. ITEM III: All the rest, residue and remainder of my estate, of every nature and wherever situate in equal shares to such of my children, ALAN GEORGE GABLE, JEFFREY WARD GABEL and KIM ELIZABETH GABEL, as survive me by thirty days. Should any of my above named children predecease me or die on or before the thirtieth day following my death, I devise and bequeath the share of such child to his or her issue per stirpes living on the thirty-first day STONE, SAJER 8= STEWART Attorneys at Law 414 BridgeSt,..t ew Cumberland, Pa. 11070 following my death; and should any of such child of mine leave no such issue Page 1 of 4 pages STONE, SAJEA 8; STEWART Attorneys at Law 414 Brld,. Str..t New CUmberland. Pa. 17010 living on the thirty-first day following my death, I devise and bequeath the share of such child to my issue per stirpes living on the thirty-first day following my death. ITEM IV: I appoint my wife, FRANCES Y. GABEL, Executrix of this my Last Will. If my said wife, FRANCES Y. GABEL, fails to qualify or ceases to act for any reason, I appoint my son, ALAN GEORGE GABEL. Executor in her place. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF. I, seal this ~ day of GEORGE S. GABEL, have hereunto set my hand and N , 1985. SIGNED, SEALED, PUBLISHED and DECLARED by GEORGE S. GABEL the Testator above named, as and for his Last Will and Testament. and in the pre- sence of us, who at his request. in his presence and in the presence of each other, have subscribed our names as witnesses. ~~ ~<c~/ Wi n s . ~~~~, Witness ~~.;!. dress Ytud~,9~' Address Page 2 of 4 pages ~-- STONE, SAJlER ... STEWART Attorneys at Law 414 Br1clge Street New CumlMr.and. Pa. 17G70 COMMONWEALTH OF PENNSYLVANIA: :88: COUNTY OF CUMBERLAND I, GEORGE 8. GABEL, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and exected this instrument as my last I will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. Sworn to or affirmed to and "'J.-I' .. GABEL, the Testator, chis or day acknowledged before me by GEORGE 8. of ~ ' 1985. ~~~ Notary Public 1!961 'g "II'! ..J)dlq UCIfIII~ IW eo .00). PUOJJl!</'Il.. n). ,pufJ$lUln.?2.. :J!'!'o!~~VF"-:.. . .; .~'- COMMONWEALTH OF PENNSYLVANIA :88: COUNTY OF CUMBERLAND We, 1(jL ~. ~~ the witnesses Whose names are signe to the ~p ,'rt,k!-oJJ<-. and attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and Page 3 of 4 pages STONE.. SAJER 6 STEWART AUorneys at Law 414 Bridie Street lew Cumberland. Pa. 17070 saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that 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; that to the best of our knowledge, the Testator was at that time eighteen or 1IlOre years of age, of sound mind and unde no constraint or undue influence. ~~:](!. ~d-A"d/ ~'d?~_' Witness me by ~L >e. ~-,".i~and this ;;;-;:J day of ~ , witnesses, , 1985. jja,t ~ ~~ Notary Public 11TH ANN HECKMAN, IlolIrr Public New Cumberland. Cumberland Co.. P. (l\' .Comm!~. Expir.. Feb. 8, 198a. Page 4 of 4 pages -~~- COMMONWEAlTH OII'fNNSnVANfA DEPARTMENT OF I!V!NUE INHIIITANa TAX DIVtSIOH OUT. 280601 "_IS,""'," ""....' Please Print or Type MUST BE COMPlETED BY REPRESENTAnVE Of fiNANCIAL INSTITUTION WHERE SAfE DEPOSIT BOX 15 LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAl. SECURITY OR DEATH CERTIFICATE NUMBER RfV-415 EX+ il-92t '* SAFE DEPOSIT BOX INVENTORY DECEDENT'S NAM I\AST. fiRST. MIDDlEI GAllEL GEORGE S. ADDRESS 01' DECEDENT jSTREE1} lCIT'Il 100 MT, ALL N D VE NAME AND ADORESS 01' PERSON REQUESnNG THE OPENING Of THE SAFE DEPOSIT BOX (NAME) (STATE) DAVIlD H. STONE, ESQUIRE ISTREET ADDRESSI lCIT'Il 414 BRIDGE STREET, NEW CUMBERLAND, NAME. AIIDRESS AND RBATIONSNIP IIF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) ptELATlONSHlp) DAVID H. STONE. ESOUIRE ATTORNEY FOR ESTATE ISTREET ADDRESS) (CITY) 414 BRIDGE STREETN NEW CUMBERLAND. b. (NAME) (RELATIONSHIp) (STATE) PA (STATE) PA ISTREET ADDtlESS) lCIT'Il (STATE) c. (NAME) ptELATIONSHIp) jSTREET """"ESS) (CITY) (STATE) . NAME AND ADDRESS OF fiNANCIAl. INSTITIITIOH WHERE THE SAFE DEPOSIT BOX IS lOCATED (NAME) CITIZENS.. BANK 'STREET ADDRESS) 1510 CEDAR CLIFF DRIVE . NAME 01' PEIISON MAkING LAST ENTRY ALLEN GAllEL as POWER OF ATTORNEY DATE OI'CONTRACTTO RENTBOX NUMBER OF BOX NOVEMBER 3 19 7 262 NAME AND ADDRESS 01' PERSON(S).NAVlNG ACCESS TO BOX a. (NAME) GEORGE S. GAllEL (STREET ADDRESS) . 100 MT. ALLEN DRIVE (CITY) (STATE) MECHANIC SBURG , PA . NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY (STATE) ..,,<Gj!:ORGE b. (NAME) (STREET ADDRESS' IZIP CODE) (CITY) 170SJi (STATE) DAVID H. STONE, ATTORNEY FOR ESTATE WAS A WIll IN THE BOX? DYES IllNO If,... a. _ of wUI. b. N... and odcIre.. eI penonal ..pr......ative. If __ In the will (NAME) (STREET ADDRESS) (CITY) (STATE) c. Ham. and aclcken of attorney, If any (NAMEI ISTREET ADDtlESS) (CITY) 'STATE) !Z'P CODE) (ZIP CODE) lZIPCODE) 17070 /ZIP CODE) 170701 /ZIP CODE) !ZIP CODE) (ZIP CODE) 101 /ZIP CODE) (ZIP CODE) SAFE DEPOSIT BOX INVENTORY Page of ~_ . INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail ""err cornman or preferred certificate, warrant or ather rights found in box. Stocks or. to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shores and doss of stock. (3) Obligations of U"S. CGwarnment: Number of items, dote of issue, fOce value, names in which registered and type of o~p, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by rlGme,omount, serial number, or other dll$ignation. (Bearer Bonds) (5) Bonk and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, StamP" Manuscripts, etc: Li.t and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of Indebtedn...: Li.t and describe as fully as possible. (8) All other contents. ITEM ITEM DESCRIPTION NO. I N~TmO~,~IFEINC.,CO. POLICY1I071276 - OWNER: GEORGE GABEL - INSURED,:>' KIM GABEL - 2 NATIONAL' LlFE'INC. .:~CO. 'Po1:ictlM3010!fv - OWNER: GEORGE GABEL - INSURED: JEFF GABEL 3 NATIONAL LIFE -I1!lG.' -00. ..POLmu:089S53S:', - OWNER: GEORGE GABEL - INSURED: ALLEN GABEII t. NA1.IONAL LIFE INC., CO. POLICY#211B735 ,,' -.. "\'_: ~._'- . anJ , I CEJW ~DER PE"""LTY gF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING I~o~r~ F I<ClIlRECT m T THE Bm OF MY KNOWLEDGE AND BELIEF ~f~)-)( Nt; ~ ) ,,){I( PRINT N ~ PRINT N HECK AP OPRIATE BOX BELOW: DAVID H. STONE, ESQUIRE DAVID H. STONE, ESQUIRE PRINT TITlE CHECK APPROPRIATE BOX: ATTORENY FOR ESTATE o Executor(trix) DAdministrator(trix) E2l-Estate Representative 0 Joint owner of safe deposit box NOTE: A"ach additional 8'hu x 11 u sheet (sllf necessary or use duplicates of this page of form. L h ~ VJ ~ o' -0 \\ "" ~ '0/ '" ",l!! 2 ~ e ~ li\o C> '" ..~ \ \ h\~ t p~ . . p J'~~ . III - "," ::!.-ro~ '" ill'" >'d i %~ !21 rfi~ C> - )> z "<l ;; \j ~ ('> \ .... ~ C> ~ 0 ... '" >0 ~ '" !l -0 I! \ 5....... .... 01 .... ~ 0 .... ~ ~z ..... (lO \ G '" \ ... ~ ." m C .... ~ ~ ~ - () 0 .... ~ \ ;:ri r ..,. I? ( - w. 0 ! -0 lli () ." .... ~ c: '" ~ ~ '" ~ ~ i-~ ;: t'<l t1 ~ tJ) 00 . t1> ~ G"> '" .... t; . i! 0 .", ~~ ..,. i1 I ~ 0 ~~ VJ t1> I .... ..... U 0 '" (lO '" "<l ",u. ... ~ ~ !i\ 0 t1> <n ...: . i' ,-------------~----- - -"~ Page of INSTRUCTIONS (1) Ca.h: Report IOIaI only. (2) Stocks: list ill cIetao1 ""ery common or preferred certificale, worronl or olher righls found in box. Stock. ore fa be designalecl bf name of company, certificale number, dale of certificale, name in which stock is regislered, and number of shonos ollll class of stock. - 13) Obligations '" U,-5. 1O:__nl: Number of items, date of issue, face value, name. in which registered and type of 0WMrShip, i.e., jointly held, payable on dealh, elc. (4) Bonds: OesiQllGla by riame, -amount, serial number, or other designation. (Bearer Bonds) (S) Bank and Savi"g. and Loa" P......ook.: Stole name of depositor, number of book, lasl date appearing in book, name of banIc and branch, andbolance. - (6) Jewelry, CoIM, Stamps, Manuscripts, etc: list and describe as fully as possible. (7) Deed., Mortga.... Cunent Jnsuronce Policies or other evidonco. of Indobtedness: Usl and describe as fully as passibl.. (8) All othor _1_. ITEM ~--- rrEM DESCRIPTION NO. - I N~TIDONM.>,_LIFE me.,co. POLICY.flO7J276 - OWNER: GEORGE GABEL :.. INSURED':!- KIM GABEL 2 NATIONAL - LInne. .:~co. --P6!ictJ09j(H_og'" - OWNER: GEORGE GABEL - INSURED: .IEU GABEL - 3 NA'tIONAL LIFE -IlW. - -00. ..POLUN#089553S:" OWNER: GEORGE GABEL INSURED: ALLEN GABEl 4 NA.IONAL LIFE INC.. CO. POLICY'.2118135.- _.". .... - . - .ER P~lTY PF PERJURY lKAT TIlE ABOVE RECORD IS PER~NG CC PY _GF RECT TEl THE IIEST OF MY KNOWlEDGE AND BElIEF SAFE BOX IN ENT IY, '- ~ ~~I ,(( fIlll' )"")f. J ~ PRINT PRIN N HOCK AP!lROP.,AlE BOX .ELOW, DAVID R. STONE. ESQUIRE DAVID R. STONE. ESQUIRE PRtNl'T1l'lE CHECK APPROPRIATE soX: ATTORENY FOR ESTATE OExe<vlor(I1ix\ OAdminis"alo'l"ix) e:aEstate Representative 0 Joint owner of safe deposit box SAFE DEPOSIT BOX INVENTORY NOTE: Attach additional 8';''' x 11" sh_ls) if necessary or use duplicate. of this page of form. MSN Money - PNC Chart: Investor " MSN Home I My MSN I Hotmail Shopping Money I People & Chat i Sign In-roEl:-i Web Search: [ Mane Home I Banking Investing Planning I Taxes I My Money fnvesting Home Portfolio Market News Stocks Funds Insight Brokers (NBC TV (~ J~; \,".-1\ ::rl~. Quote, Chart, News Snapshot Quotes Charts Historical Real-Time Intraday Key Developments Recent News Research Company Report SEC Filings Advisor FYI Stock Rating Earnings Estimates Analyst Ratings Rnancial Results Insider Trading Ownership Community Guided Research Research Wizard Find Stocks Stock Screener Power Searches Top Rated Stocks Related Links E-ffilIiLStA!erts IPQ CenteI MeSO<!g~~~dS <;;Qgital G~ins Anal~ Name or Symbol: PNC . Find Symbol Print ReDort Page I of2 adVl Buy stO(~ for jCf(, sh.s. ~ 55;70 .. ;).J.,DS7, ~o http://moneycentra1.msn.comJinvestor/charts/chartd1.asp ?Symbol=PNC&DateRangeForm= I... 21312005 Download File 5hoV>,1 Chart PNC Financial Services Group Date High Low Close Volume 11/30/2004 54.6100 54.1000 54.4000 987,100 11/29/2004 54.8300 54.2100 54.4800 1,609,300 11/26/2004 54.7400 54.3500 54.3900 255,700 11/24/2004 54.6600 54.2500 54.3300 386,500 11/23/2004 54.4700 53.9300 54.2000 861,200 11/22/2004 54 .4400 53.9200 54.4200 1,260,900 11/19/2004 54.6100 54.0000 54.0000 2,073,800 11/18/2004 55.2700 54.5500 54.5800 1,334,400 11/17/2004 55.7700 54.7700 55.0000 1,118,800 11/16/2004 55.4000 54.6800 54.7000 906,100 11/15/2004 55.7000 55.2200 55.4000 1,188,000 11/12/2004 55.7400 54.8900 55.7000 1,322,500 11/11/2004 55.0700 54.2100 55.0100 1,139,300 11/10/2004 54.6100 53.6200 54.3300 1,143,900 11/9/2004 54.0800 53.6000 53.7000 793,000 11/8/2004 54.0000 53.5000 53.6000 1,190,500 11/5/2004 55.2300 54.4100 54.5800 925,200 11/4/2004 54.8600 53.3500 54.8100 1,025,700 11/3/2004 53.9100 53.3700 53.5700 954,200 11/2/2004 53.6500 52.8300 53.0800 1,147,000 11/1/2004 52.7500 52.4000 52.6900 933,800 +: CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, P A 15219 April 29, 2005 STONE, LAF AVER & SHEKLETSKI 414 BRIDGE ST POBOX E NEW CUMBERLAND, PA 17070 Estate of GEORGE S GABEL Date of Death: Nov 12,2004 SSN: 204-03-7085 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of hislher date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884. Sincerely, ~~ Operations Services +~ CITIZENS BANK Account Number 6100771555 Account Title GEORGE S GABEl Date Opened 7/27/89 Account Type Checking Pri~~~B~mce~ofDOD $7658.82 Interest from Last Posting to DOD $.00 Account Balmce ~ ofDOD $7658.82 YTD Interest to DOD $18.72 +~ CITIZENS BANK Account Number 6100771555 Account Title GEORGE S GABEL Date Opened 7/27/89 Account Type Checking Principal Balance as ofDOD $7658.82 Interest from Last Posting to DOD $.00 Account Balance as ofDOD $7658.82 YTD Interest to DOD $18.72 +~ CITIZENS BANK Account Number 6200121021 Account Title GEORGE S GABEL Date Opened 8/19/02 Account Type Checking Principal Balance as ofDOD $113890.17 Interest from Last Posting to DOD $.00 Account Balance as ofDOD $113890.17 YTD Interest to DOD $2084.83 . .-----~_.._--~- -------._~-~-._-~-.--_..- A'~ountActivJty . .. Scudder U;5. GoWrllments8curlties-A . ~liiId HuIIIber '1' . '. SCUDDER TRUST COMPANY COST NASDAQ ..ll:U$~ . IRA RIO GEORGE S GA8EL . A&:aIImt Number . 92OOO!IlJ9115 T... tM. J1 . n....;;..,,_ . ~ ""7"~-r-" "-'-~I~.....,-- ....01101/2004 'fnC'r"m::'R':mo.025 Nottnitt cilding . tfottllill n .. Income. 5 "Normal ding Norr\llll n tfo olding on 0.029 .' '~ng 'jj -- !29 Iding On 0.029 NottIlill D hOlding Normal. n . ineollla lie l1V"'Ul.029 NcirtllilltllstlNlthholdlng Normal D/WIllutlon Norinel Dist lNIthholding Normel Distribution inco"," R.lnYeot 0.029 Income Reinvest 0.029 Normel Dist Withholding NOtr\llll Distribution Normel Dist Withholding Normel Distribution Inco"," Reinvest 0.029 Annuli Fiducilry Fee Income Reinvest 0.029 Norme' Dist Withholding Norme' Distribution Income Reinvest 0.035 Norme' Dist Withholding Normel Distribution Change In M.rt<et Vo/ue Ending lIIIIonce on 12/3112004 v.1I4r ~J $8;717.61 $25.34 -$10.00 -$90.00 $25.12 -$10.00 -S90.oo -SI0.oo -S90.oo S28.89 $28.66 -$10.OQ 'S9O.oo . Jfg:~ $90 OQ - S28:,7 '-j'0'00 , 90.00 27.93. - 10.00 -190.00 . 10.00 . 90.00 S27.66 S27.44 -SI0.oo -S9O.oo -$10.00 -$90.00 S26.86 -S18.oo ..-S26.89 w-Sl0.oo ~...S90.00 ,. $32.16 .. -SI0.oo -S90.oo "-$925.60 S7,852.01 Olin 'grJ= 07/2&'2004 07/2&'2004 08!2412OO4 . 08!2412004 0812412004 0912312004 0912412004 0912412OO4 1012512004 1012512004 1000li12OO4 1110512004 1112212004 1112412004 1112412004 1211412004 12/2712004 1212712004 '-_.'~-'_."-----~~---'-'-"---- -- -;. S/,qr, N<e $8.66 $8.69 $8.67 $8.67 $8.69 sa.69 sa.69 $8.72 $8.72 $8.72 sa.57 sa.57 . $8.57 S8.44 $8.45 "' q). 7. 1.~~ .sJ-,.s @ ~. ~ S- . S"- This T~ 2.916 -t153 -10.381 2.891 - t.151 -10.356 -1.147 -10.321 3.313. 3.344 '1.167 -10.502 3.367 -1.183 -0.651 . 3.318 1.176 0.589 .3.255 1.167 0.502 1.161 0.453 3.21S 3.172 1.156 10.405 1.151 -10.356 3.102 -2.081 3.112 -1.157 -10,417 3.731 - 1.163 -10.465 T.~/ S"- : OJP/ttJ 1.411581 1,016..7 1.9!~,344 1.......963' I,Oll7.854 "$.703 6.347 5.200 1.879192 f.536 .369 ;ll67 .234 .051 . 911.400 . lItOl8 =.5'42 953 9 :208 965.041 954.539 953.378 ~.925 946.140 94ll.312 94Il.156 937.751 936.600 926.244 929.346 927.265 930.377 929.220 918.803 922.534 921.371 910.906 910.906 Your Distributions Summary This Year ;)O.ID~ S8.69 sa.66 S8.65 S8.64 S8.64 S8.64 S8.62 S8.60 S8.60 sa.62 &Z> ~a 81{ /I ::7 '-f I; " ~ f. \" oJ b' FlI1tdN411Jt Scudder U.S. Government Securities.A Totti Eemlngs FII1IJ..Amnmt Number 18-9200090935 I11l'01JIt Dividtnds/ Short- TtmI Gain S333.56 $333.56 Long- TtI'1I1 Gain so.oo 1'0/01 S333.56 $333.56 Your Retirement Contribution Summary This Year Cumnt Fund Nl11I1t FunJ..Ac((}N1If N"",hn- T IV( Year Scudder U.S. Government Securities-A 18-9200090935 Totti Retirement Contributions SO.OO Market value as of 12/31 is being reported to the Internal Revenue Service. Not FDIC Insured. No Bank Guarantee. May Lose Value Prior Cmrent Year Tel%' Year RoUovn- Contrilmtiolls So.oo so.OO .... W_. ._.__ U_U.h.__..__.____.___..._..._ Page 2 oU CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: November 12, 2004 ...~ Name of Decedent: George S. Gabel Will No. 2004-01056 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 December 8, 2004. Jeffrey Gabel 6 Dinwiddie Tract Gettysburg, PA 17325 Alan George Gabel 106 Holly Court Lewisberry, PA 17339 Kim Gabel 29222 Coconut Palm Drive Big Pine Key, FL 33043 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: 12..-f'-O~ L/)) / DaVi~~~ne, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative t;/) L _i . ::;;;:: .-" o a.; ::c -::r ...:...t l-.C: a: ~ """'0 1..L?=)C::: COc ~ fI)?~ LU~_"" --J. .cr.: c..:> UoI ~- x Counsel for Personal Representative In U 4J C -:r ~ ~ c-.4 "- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-18-2005 GABEL 11-12-2004 21 04-1056 CUMBERLAND 101 APPEAL DATE: 12-17-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~Y!_~~9~~_!~~~-~~~~------~___~~!~!~_~g~~~_~g~!!9~_f9~_yg~~_~~~g~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GEORGE S FILE NO. 21 04-1056 ACN 101 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax BUREAU OF INDIVID~Ll>~~S~ INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 1";- ,', ') {.'- DAVID H STONE STONE ETAL 414 BRIDGE ST NEW CUMBERLAND ESQ PA 17070 ESTATE OF GABEL TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) (9) UO) ) CHANGED .00 22.057.20 .00 .00 183.952.45 .00 8,020.84 (8) 11,933.30 10.933.69 Ul) (2) (3) (4) REV-1547 EX AFP (06-05) GEORGE S DATE 10-18-2005 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 214,030.49 n.866 99 191,163.50 .00 191,163.50 NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reTlect Tigures that include the total OT ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 191,163.50 X 045 = 8,602.36 .00 X 12 = .00 .00 X 15 = .00 (9)= 8,602.36 . I+J AMOUNT PAID DATE - NUMBER INTEREST/PEN PAID (-) 02-09-2005 " CD004928 421.05 8,000.00 08-10-2005 CD005671 .00 181. 31 TOTAL TAX CREDIT 8,602.36 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. /)J' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUItv\' A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: George S. Gabel Date of Death: November 12, 2004 Will No. 21-04-1056 To the Register: 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 . Yes ~ State whether administration of the estate is complete: 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 X (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes~ No (d) Copies of receipts, releases, joinders and approvals of formal or informal a~Qounts may be filed with the Clerk of the Orphans' Cour;:'and ma e att' ched to this report. Date: (12 1'OD Davi 414 Bridge Stre' New Cumberland, 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative . . _. ,_J Sf =G 1'1 L! ._~ ,....: -...,:. - ~ II · ,,11 est\rel\GABELjeffrey T J · IN RE: ESTATE OF GEORGE S. GABEL LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO . 21- 0 4 -1 0 56 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, JEFFREY WARD GABEL, being one or the beneficiaries under the will of GEORGE S. GABEL, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of GEORGE S. GABEL, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have'had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, JEFFREY WARD GABEL, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckon- I ings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN rei WITNESS WHEREOF, I have hereunto set my hand and seal the ;23 k Q~ "" , 2005. day of Witness ~ BEL COMMONWEALTH OF PENNSYLVANIA: A" s,s.:----.~) /- On this, the ;~3rJday of ldj1WJ1JJtrL // ,/' me a Notary Public, the Under~gned officer, personally appeared JEFFREY WARD GABEL, known to me (or satisfactorily proven) to be the COUNTY OF CUMBERLAND , 2005, before person whose name is subscribed to the within instrument and acknowl- edged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day Cel\~M(:)t~Wfi~T~ OF PENNSYLVANLC\, NOTARIAL SEAL DANIEL M. HARTMAN, Notary Public New Cumberland BOfOq Cumberland Co. My Commission Expir~,<l Jan. 21,2009 ~.-..- -'. "- '~ Notary Public and year first above written. -2- est\rel\GABELalan IN RE: ESTATE OF GEORGE S. GABEL LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21- 0 4 -1 0 5 6 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, ALAN GEORGE GABEL, being one of the beneficiaries under the will of GEORGE S. GABEL, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of GEORGE S. GABEL, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, ALAN GEORGE GABEL, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckon- ings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. '13 rJ IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~ day of ~~f , 2005. Witness a~~~L--- '><::/dL- ALAN GEORGE GAB~ COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND On this, the )?)rd day of J\UhL.h-er , 2005, before me a Notary Public, the undersigned officer, personally appeared ALAN GEORGE GABEL, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. \~ 'n1 /kt~ Notary Public . -2- ,,:~'~:?~{\MO~~~I ' ~':;~.. r::?\f' ,1 '~'fJVANIA , . 'A It, TINA M. BURf<l:.Y~"t.o..fi P"l;bl!c New Cumberl?ncf ~ tv..Mb~'! ~a~d Co. j My Comn:!"~tC><'\ &*f~l"e,~ 15,2009 f r 1'fL! ,'f; ('~"IN.S ~ I TINA ~l New ClJr~ My.~(;";' . Co';'. ,\./ Public {Jdn lberland Co. April 15, 2009 .I' lr .. I est\rel\GABELkim IN RE: ESTATE OF GEORGE S. GABEL LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21- 0 4 -1 0 5 6 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, KIM ELIZABETH GABEL, being one of the beneficiaries under the will cf GEORGE S. GABEL, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of GEORGE S. GABEL, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Prcpose6 Distr~bution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, KIM ELIZABETH GABEL, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckon- _Ui\ . ~ .' ings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, da y 0 f J/}.JUJllr 0- ~'lrv~. " ~JY\ar Witness I have hereunto set my hand and seal the cJ.. () 010 , 2..&e-5. q r-Jt 10- ( 2JJ KIM ELIZABETH GABEL COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND On this, the q~ (p , 200-8", before ~) () .VU ) t1 ^O' me a Notary Public, the undersigned officer, personally appeared KIM day of ELIZABETH GABEL, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that sh~ executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~)\t1~ i\ Rvvtif Notary Public -2- ..............................., PAMELA L. PUMAR ~ f~ =~= ...~:~~~~~