The URL can be used to link to this page

Home My WebLink About04-1110 PETITION FOR PROBATE and GRANT OF LETTERS o/ '-/// also known as GAIL 0. IRELAND To: Register of Wills for the · Deceased. County of c.;r~am~LAlqD in the Social Security:No. 525-62-1585 · '~ · Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor named in the last will of the above decedent, dated .qonr~mhor 7 ~ 2004 and cOdicil(s) dated (state relevant circtmastances, ~.g. renunciation, 'death Of executOr, etc.) Decendent was domiciled at death in CUmberland Countyi Pennsylvania, with h er last family or principal residence at 220~ Creek Road, Lower Allen Township Camp 14q ] ] (list street, number and muncipality) Decendent, then 73 ~ year§,of age,~died . October 25 ,Xi~ 2004 at 220A Creek Road, Lower ,a±~_en '~'ownsnl_p , Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled tn- Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Camp 14~11.. PA 17011 go OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH O~' PENNSYLVANIA COUNTY OF (~,~ ,~, ~ [~ n~ f The petitioner(s) above-n~ed 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 person~ represen- tative(s) of ~he above decedent petitioner(s) will well and truly adjuster the estate according to law. Sworn to or affirmed .O and subscribed ~~f~ ~ ,~ ~ " be~re me ~M.. ~ day of ~ AI-'6¥- III0 Estate of ~ a, / ~. _-~£~ /a f~ ~ ., Deceased DECREE or PROBATE AND GRANT or LETTERS D NOW eration of the petition on · r the reverse side hereof, sa ' ry p' IT IS DECREED that the instrument(s) dated September 7; 2004 described therein be admitted to probate and filed of record as the last will of GAIL IRELAND ; and Letters Testamentary Elaine M. Richcreek are hereby granted to FEES David H Radcliff #25483 ~ Probate, Letters, Etc .......... $ ATTORNBY (Sup. Ct. I.D. No.) Short Certificates( )'. ......... $ 20 Erford Rd, Ste 200 Renunciation ................ $ l.ommyn~: PA 1 7t3A~ $ ADDRESS TOTAL $ (717) 236-9318 Filed ................................... PHO~ certify lhat the information here given is correctly copied l¥om an original certificate of death duly filed with me as l~.egistral'. Thc original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fcc for this certificate. $2.00 ~2~,~:~. '' ' ' /~/ ~~ ~ Local Registrar OCT g 7 2004 No. ~ Date ~tev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. Ga:il O. Ireland .~emaleI --62 --1585 I~ct.25,2004 ~. 73 v,, .' . b.10,1931 1 Paso, Tex. ~rl~d ~. ~er Allen[ ] whit~.Indi~ ~ k. ~220A ~k Rd. clerk sales ~ ~ ~ E~~ ~ ~) ~,u~ ,7,.~,,.. ~ ,,,~.~ ~r Allen 220A Cr~ Rd. ~ ~,~p llill, PA 17011 ~' ~rl~d ~? ~,~ Gle~ Ch~t~ ~son ,,.~ Ester ~ ~ ~ zJD t~ln~e Ro., xorK ~ven,Pa 17370 ~ ,~s~ ~ ~1~t.28,2004 Con~-Lite Cr~to~ ~chaefferst~,PA17088 ~ ~ ~ A C~E~E ~: ~ ~ ~ ~ ~(~ ~ A C~E~E ~: ........... ),b~_(~ /~'~ X~ ~C~ ' ' '~ AND C~IIFY~G PHYS~I~ (~ tx.) ...... ~ oea,. ~,O c~,lv~ ....... , ..... .... ~--~ ....... ~ me ~Ml M ex~Jnllion ln~°r invesligation, m mv opinlon, deith occu,red al lhe time. dale aodplace a~duetolhecau~ , -.~,~..,~.~ - ,,._. " h." ~ /-/.,-... ~ ,-..,.,, LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, GAIL IRELAND, currently residing at 220 Creek Road, Camp Hill, Cumberland County, Commonwealth of Pennsylvania, being in good health and of sound and disposing memory do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me. FIRST: I direct that all of my debts not barred by the statute of limitations, expenses of my last illness, funeral expenses, costs of administration and claims allowed in the administration of my estate shall be paid by my Executor hereinafter named, from my estate as soon after my decease as shall be found convenient. SECOND: I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, to ELAINE M. RICHCREEK. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and of any nature whatsoever and wherever situate to ELAINE M. RICHCREEK. FOURTH: I hereby nominate, constitute, and appoint ELAINE M. RICHCREEK as Executor of this, my Last Will and Testament. In the event that ELAINE M. RICHCREEK shall predecease me, or be unwilling or unable to act as my Executor, as aforesaid, then I nominate, constitute and appoint KATHRYN EILLEEN LOMMAN without necessity for posting security regardleSs of state of residence, as Executor of this, my Last Will and Testament. All references to the Executor herein shall be applicable to said substitute Executor. FIFTH: My Executor shall have, in addition to the powers and authority conferred upon him by law, the following additional powers and authority: 1. To sell at public or private sale, exchange, transfer, partition, give options upon, lease, mortgage, pledge or otherwise dispose of any property, real or personal, at any time constituting a portion of my estate, and upon such terms and conditions as the Executor shall deem wise. 2. To invest any money at any time in such bonds, stocks, notes, real estate, mortgages, life insurance, annuities or other securities, or such property, real or personal, as the Executor shall deem wise, without being limited by any statutes or rule of law regarding investments by the Executor. 3. To retain, without incurring any liability, as investments, any property owned by me at the time of my death, as long as my Executor may deem it wise, and even though such property is not the kind of property an Executor would purchase as an investment; and even though to retain such property might violate sound diversification principles. 4. To cause any security or other property which may constitute a portion of my estate to be issued, held or registered in the Executor's own name, or in the name of a nominee, or in such form that title will pass by delivery. 5. To consent to the reorganization, consolidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute a portion of my estate, and to take any action with reference to such securities which, in the opinion of the Executor is necessary to obtain the benefit of any such reorganization, consolidation, readjustment or sale; to exercise any conversion privilege or subscription right given to my Executor as owner of any securities constituting a portion of my estate resulting from any reorganization, consolidation, readjustment, sale, conversion or subscription. 6. To pay all costs, taxes, charges and expenses in connection with the administration of my estate, including such compensation to the Executor which shall be in accordance with established fees throughout the period of administration of my estate. 7. To determine what is "income" and what is "principal" hereunder, and my Executor's decision thereon shall be final; and to purchase securities at a premium or discount, and to apply or charge said premium or discount against income or principal as the Executor may determine. 8. The Executor may make payments to or on behalf of any person who is the beneficiary hereunder but in no event, however, shall payments be made to any creditor or other such person because of anticipation of payment by the beneficiary, and any such claim made by way of anticipation by the beneficiary shall be of no validity or legal effect. 9. To borrow money from any person, firm or corporation, including any corporation acting as an Executor hereunder, for the purpose of protecting and preserving or improving my estate hereunder; to execute promissory notes or other obligations for amounts so borrowed. 10. To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and to pay reasonable compensation out of my estate or any funds held hereunder to which said compensation is attributable. 11. To carry on any business owned or controlled by me at my death for whatever period of time my Executor shall think proper, and my Executor shall have the power to do any and all things my Executor deems necessary or appropriate, including the power to close out, liquidate or sell the business at such time and upon such terms as my Executor shall deem best. 12. To do all other acts in my Executor's judgment necessary or desirable for the proper and advantageous management, investment and distribution of my estate. SIXTH: I direct that all transfer and inheritance taxes, state or federal, assessed because of my death, on funds or property or insurance proceeds to which such taxes are attributable pass under this Will, shall be paid out of my residuary estate, except that my Executor shall deduct from the share of any beneficiary the pro-rata portion of Pennsylvania inheritance or other death taxes attributable to any non-probate property he or she receives as a result of my death. I also direct that my Executor pay, or provide for payment of all such taxes at such time, or times, and in such manner as my Executor deems best. IN WITNESS WHEREOF, I, GAIL IRELAND, the Testator to this, my Last Will and Testament, typewritten on four sheets of paper which I have identified at the bottom of each page by my initials, hereunto set my hand and seal the day of 2004. GAIL IRELAN~Y' The preceding instrument consisting of this and three other typewritten pages, each identified by the signature of the Testator, GAIL IRELAND, this day and date thereof signed, published and declared by GAIL IRELAND, the Testator therein named, as and for her Last Will, in the presence of us who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses. 4 COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : I, GAIL IRELAND, 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 executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. GAIL IRELAND Sworn or affirmed to and acknowledged before me by GAIL IRELAND, Testator, the r-/A: k dayof --5~e [, 4~-~&r ,2004. (SEAL) Notary Public J NOTARIAL SEAL J DAVID H RADCLIFF J Notor'v Public I I,,EMOYNE BOROUGH CUMBERLAND COUN'IYJ My Commission Expires Jun 29. 2008 I COMMONWEALTH OF PENNSYLVANIA ' · SS COUNTY OF CUMBERLAND ' We 3~(o._ C:~-~'.-6o'3~-) and t]~EL~/I~ ,~g~#Off ~L~ ~the witnesses whose nines are signed to the a~ached or foregoing instrument, being duly qualified according to law, do depose and say that we were present ~d saw Testator sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and volunta~ act for the pu~oses therein expressed; that each of us in the he~ing ~d sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound min~ and under no constraint or undue influence.~~~~ ~~Zg~~ ' ~ ' Sworn or affirmed to and subscribed to before me by D~x, ~ ~aw/~ and ~v/H ~V /~~ . fir, witnesses, this ~ day of ~'ep~~ ,2004. (SEAL) o~ Public / ' ~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6tal Name of Decedent: GAIL IRELAND Date of Death: 10/25/2004 Will No. 2004-01110 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 12/13/2004 Name Address Melvin Ireland 220 Creek Road Camo Hill PA 17011 Elizabeth Ireland 197 Cedar Lane Carlisle PA 17013 Kathryn Lomman 235 Culhane Road York Haven PA 17370 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Wayne Ireland (son) - unknown address Date: C ((7 / lco? I I Signature Name: David H. Radcliff Eso. Address: 20 Erford Road. Ste 200 Lemovne PA 17043 N f~5 (..1-:' L'"J t~- ("'..I Telephone(717) 236- 9318 :~,- " Capacity: C~ c... I' e' en LL'l _I C) x Personal Representative Counsel for Personal Representative ( (,' ~..- ., -, 1.r'I t=.;:l c:;) <>J (~~) c.) u: t2.~ :J' 'tA a: If\ (I:. ~ a l;';. -\_. c; '6C1:J- .:~ Q...............C)~,6 (C.:I:.r-......~ .0- '--,0: ~ ~:::) ? '" -, u .,.."..-' (") <:> ~~ ~~~ '64g c:: <:> ':: \ .~ <:> Q\' <:> <:> <:> t:! ~i ~ U\ -= [\.l - U\ ~ ::r - ..0 t- - If" rn ~~ If" ~y.a ,..:I \ 0 \Mt; 0 Gr:~ \ 0 ~~ 0 cr;f3 U\ ~g:: rn ,..:I ~ ::r r.=. 0 0 r- o - o \ -r .0 \ ~~ tiT C'l . <:t l;.)00 ~&';: <:S s .$1 <.,).- c ~:3i:O ~(/) ';>' C-d~ i:O c Gtt~ ~"Oo.. ~.... . =.g~ <.,) \jj -;.. "'a&% ~ 3 (\l <Il ? o ~ J.J I-' S Q) o ~("1 If! '" ~~o r-'. ~ '"' ,--Ipcn~- .c'? ~ '--,<: 0 Q.) .~ 0 <Il 4; CH ? p.. C.,jO P ~ . \-< m 0) O),.-IJ.J"-\ '-' I-' I-' lil 'c, ^' ? .r1 v. w 0"-\ .c' '% 0 \-< 'IJ;:l ~ ct.o"",u Radcliff Law Office, P. C. 20 Erford Road, Suite 200 Lemoyne, Pennsylvania 17043 (717) 236-9318 Fax (717) 920-9498 July 22, 2005 ,.") . ~ , Register of Wills Cumberland County Court House 1 Court House Square Carlisle, P A 17013 C':, RE: Estate of Gail O. Ireland File No. 21-04-01110 Ladies & Gentlemen: Enclosed are the following items to be filed in your office for the Estate of Gail O. Ireland: 1. Original and one copy of the Inheritance Tax Return along with a check for the tax amount due. 2. Original Inventory along with a check for the $30 filing fee and $10 additional probate, Would you please clock in the additional copy of the inheritance return and the copy of the inventory and return to my office in the enclosed stamped, addressed envelope? Very truly yours, @:;e(~ CERTIFIED MAIL No. 7rfJD <( 1;;>0 r!J1XJ ( t(!f8 c;>2.>- ~ r',.) <:..-:-3 c:;~ {"..n " I=-' 1 {'..) Ul o REv-tSOO ex + (6-00) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 1712~1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z w o w o w o '" !;( lO:ii1'" U II. lO: "'oU :I: 0:9 U II.lD II. 0( DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) IRELAND GAIL O. DATE OF DEATH (MM-!JO.Year) DATE OF BIRTH (MM-!JO.Year) Of'FICW.. USE ONLY FILE NUMBER 21 -0 4 0 1 1 1 0 ""'OOUNTYCOOE -YEAR- - - NUM8ER- - SOCIAL SECURITY NUMBER 5 2 5 - 6 2 - 1 585 THIS RETURN IIUST BE FLED IN DUPLICATE WITH THE REGISTER OF WILLS soaAL SECURITY NUMBER D 3. Remainder Return (daleofdealllPriorIll12.13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election 10 lax under Sec. 9113(A) (AttachScl10) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS DAVID H. RADCLIFF ESQ. 20 ERFORD ROAD FIRM NAME (ff Applicable) RADCLIFF LAW OFFICE P.C. SUITE 200 TELEPHONE NUMBER 717 236-9318 LEMOYNE PA 17043 10/25/2004 02/10/1931 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) IX! 1. Original Return D 4. Limited Estate IX! 6. Decedent Died Testate (AllachcopyofWil) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of_ ...12.12-ll2) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (dal8of_ _n 12.31.91 and 1.1.95) (8) (11) (12) (13) (14) r 1 OFFIC~USE ONL Y,~., ,_...1 . :1 '~ ) ') .j r~'-} .... z '" o ~ II. :3 0: 0: o o z o j:: j ::J I- 0: c( o w a:: 1. Real Estate (SchedUle A) (1) 2. stoct<.s and Bonds (Schedule B) (2) 3. Closely Held Corporation, Pal1nership or SoJe-Proprietorship (3) 4. Mor%!ages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. JoinUy Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (lolal Lines 1-7) 9. Funeral Expenses & Administrative CosIs (Schedule H) (9) 10. Debls of Decedent, Mor%!age Liabilities. & Liens (Schedule I) (10) 11. Total DeduI:tions (lolal Lines 9 & 10) 12. Net Value of EsUte (Line 8 minus Line 11) 13. Chali1able and Governmental Beques1slSec 9113 Trusts for which an election 10 lax has not been made (Schedule J) ~ ...~~; ,'I \---j 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o j:: ~ I- ::J a.. ::E o o >< ~ I- 15. Amount of Line 14 laxable at the spousal lax rate, or transfers under Sec. 9116 (a){1.2) 0.00 X _(15) 0.00 X _(16) 0.00 X .12 (17) 1,326.65 X .15 (18) (19) C.,i ,-.-) ! -i"'1 ~~ ;"".) it I 2,170.00 l. 321.941' en o 16. Amount of Line 14laxable at Oneal rate 17. Amount of Line 14laxable at sibling rate 18. Amount of Line 14laxable at collateral rate 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUES110NS ON REVERSE SIDE AND RECHECK MATH < < 2,491.94 1,072.99 92.30 1,165.29 1,326.65 1,326.65 0.00 0.00 0.00 199.00 199.00 f C d -Deceden s omplete Ad ress: STREET ADDRESS 220A Creek Road CITY I STATE 1 ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 199.00 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty T otallnterestJPenalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the lax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN ")(" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 I&J b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 I&J c. retain a reversionary interest; or ...................................................................................................... 0 I&J d. receive the promise for life of either payments, benefits or care? ............................................................. 0 I&J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 IZJ 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 !ZJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 IZJ 0.00 0.00 199.00 199.00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA TATIVE PA 17043 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value nf 1'"nRfers 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 lax rate imposed on the net value of transfers to orfor the NAP D i9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from lax, and the statutory requirements for dis Iill 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 youngf It, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~116(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 i I ~ \ [72 P.S. ~9116(a)(1)J. 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)J. A SlImIry """"...~, ~..__ Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESlOENT DECEDENT ESTATE OF IRELAND GAIL 0 ALE NUMBER 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate. AN property jointIy-owned willi right of su...,lvorship must be disclosed on Schedule F. 01110 DESCRIPTION ITEM NUMBER 1. 1986 Ford Econoline Van 2. 1989 Chevrolet Corsica 3. 1981 Yamaha 650 Special II (motorcycle) VALUE AT DATE OF DEATH 960.00 600.00 610.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert a<lditional sheeIs of lhe same size) 2.170.00 ~REV-1509 EX + (6-. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL V-OWNED PROPERTY ESTATE OF IRELAND GAIL 0 FR..ENUMBER 21 04 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. 01110 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Elaine Richcreek 220 Creek Road Camp Hill, PA 17011 Friend B c JOINTL Y-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY '"OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF ANANClAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. t(L.jo3 M & T Bank - checking acct #523314003 643.87 50. 321.94 TOTAL (Also enter on line 6, Recapitulation) $ 321.94 (If mom space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IRELAND GAIL 0 FILE NUMBER 21 04 01110 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Social Security Number(s)/EIN Number of Personal Representative(s) street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Radcliff Law Office, P.C. 800.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees and additional probate of $10 60.00 5. Aa:ountanfs Fees 6. Tax Return Prepare(s Fees 7. Legal advertising - The Sentinel 107.99 8. Legal advertising - Cumberland Law Journal 75.00 9. Filing fee - inventory and inheritance return 30.00 TOTAL (Also enter on line 9, Recapitulation) $ 1 072.99 (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 INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IRELAND GAIL O. FilE NUMBER 21 04 01110 Include unreimbul1Ied medical expenses. ITEM NUMBER DESCRIPTION 1. Outstanding checks at 10/25/04 VALUE AT DATE OF DEATH 37.80 2. Central Medical Equip Co 27. 00 3. W.S. School District (per capita tax) 27.50 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional shee1s of the same size) 92.30 .REV_1513EX+(W . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER IRI=I ANr GAIL 0 21 04 01110 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 pndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1. Elaine Richcreek Collateral 1,326.65 220 Creek Road CampHiII,PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET n. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY , Deceased No. 21 04 01110 Date of Death 10/25/2004 Social Security No. 525-62-1585 Estate of GAIL O. IRELAND also known as Personal Representative(s) of the above Estate, deceased, verify that the ~ems appearing in the following inventory include all of the personal assets wherever s~uate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each ~em of said inventory represents Its fair value as of the date of the Decedenfs 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. I/We verify that the statements made in this inventory are true and correct. J/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: PA 17043 ~j~2 if f;J~ 1~' Dated /b~k<<J5 I Name of Attorney: David H. Radcliff, ESQ. 1.0. No.: 25483 Address: 20 Erford Road, Ste 200 Lemoyne Telephone: (717) 236-9318 Description Value oj ~~ 960=O(f:~ 1986 Ford Econoline Van 1989 Chevrolet Corsica ,~I -. 600.00) ~ " 1981 Yamaha 650 Special II (motorcycle) I',) 61 O. OQ.'-_ .> (J\ o Total 2,170.00 (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 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV.1162 EX(11.96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005609 RADCLIFF DAVID H 20 ERFORD ROAD SUITE 200 LEMOYNE, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER n_n___ fold ---------- -------- 101 I $199.00 ESTATE INFORMATION: SSN: 525-62-1585 I FILE NUMBER: 2104-1110 I DECEDENT NAME: IRELAND GAIL I DATE OF PAYMENT: 07/25/2005 I POSTMARK DATE: 07/22/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 10/25/2004 I I TOTAL AMOUNT PAID: $199.00 REMARKS: CHECK# 8847 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX -. ,- ,". i"'\ yo.... ~,.. ...~-~ BUREAU OF INDIVIDUAL TAXES . INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) '~\ i) I~: ~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-18-2005 IRELAND 10-25-2004 21 04-1110 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 9YI_~~9~P_I~~~_~~~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_y~y~_~~~~~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GAIL 0 FILE NO. 21 04-1110 ACN 101 GAIL o DAVID H~RADCLIFF ESQ RADCLIFF LAW OFFICE 20 ERFORD RD STE 200 LEMOVNE PA 17043 ESTATE OF IRElAND DATE 10-18-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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 Cl) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 2.170.00 321.94 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 2,491.94 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 1,072.99 (9) ClO) 92.30 (11) Cl2) Cl3) Cl4) 1.]65 29 1,326.65 .00 1,326.65 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ 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: 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045= .00 X 12 = 1,326.65 X 15 = Cl9)= .00 .00 .00 199.00 199.00 ,,~.. ""..."......, l+J AMOUNT PAID DATE '" NUMBER INTEREST/PEN PAID (-) 07-22-2005 ""' CD005609 .00 199.00 TOTAL TAX CREDIT 199.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 M IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ^~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE \<1' A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: GAIL O. IRELAND Date of Death: 1 0/25/2004 Will No. 21-04-1110 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 whether administration of the estate is complete: Yes X 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. I is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is: c . Did the personal representative state an account informally to the parties in interest? Yes X No d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans I Court and may be attached to this report. (o/2Y? to .j f , Date: -=t l=-; c Q LU . 0,) c.) cc~ G:. -~ LL... ". c)( . C~~'") r C() Ll_J _L: ("""_,; c) r..,..- C5 C_) u_f l,t-:-.J 0:: c.:'::" = c--.J David H. Radcliff. Esa Name (Please type or print) 20 Erford Road, Ste 200 lemoyne PA 17043 Address f717) 236-9318 Tel. No . Capacity : Personal Representative X Counsel for personal representative \(1':