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HomeMy WebLinkAbout04-1161Register o£ Wills of Cumberland Counly. Pcnns.~lvatfia PETITION FOR GRANT OF LETTERS Estate of HaroldL. Gilbert. Jr. No. TI ' 0 q - !1 (j) I also known as , Deceased Social Security No.204-30-6701 Petitioner(s), who is/are 18 years of age or older, apply(les) for (COMPLETE "A" OR "B" BELOW:) ~ A Probate and Grant of Letters and aver that Petitioner(s) is/are the executors n~r~_~ in the E.~t Decedent, dated 3/3/1987 and codicil(s) dated none ~rYb , Except as follows, Decedent did not marry, was not divorced and did not have a child born or adop ed after execution of the docu~nts offered_ Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumbcrland County, Pennsylvania, with his/her last family or principal residence at ll0 Springfield Road. Newville, West Pennsboro Townsldp, PA 17241 (list street, number and municipalily) Decedent, then 78 years of age, died December 12. 2004 , at 110 Springfield Road, Newxille. PA 17241 ' (Location) Decedent at death owned properly w~th estimated values as follows: (if domiciled in PA) All personal property $ (if not domiciled in PA) Personal property in Pennsylvania ............ $ (If not domiciled in PA) Personal property in County ................ $ $ Value of real estate in Pennsylvania $ 0.00 Total ......................................................... Rea~ Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: 0t Signature Typed or pnnted name and residence [A~A,~X .( 1, {k~ klx3~ , , Patricia A. Whistler, 110 Springfield Road. Newvillc. PA 17241 "~/~ ~._ff.~.¢/ .~.~¢'¢-~ Nanm'.$~ .Gilbert, 106 Spnngfield Road, Newvillc, PA 17241 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 Decedent, Petitioner(s) will well and truly administer the estate accord?g to law. . Sworn to and affirmed and subscribed / I: , ,t i'/ ...... -o -,,-- :1~-~ '77. _._ m ~ '~' ~1 ,Lo 0 DECREE OF REGISTER "~ Estate of Harold L. Gilbcrt. Jr. Deceased No. Social Security No:204-30-6701 Date of Death: 12/12/2004 AND NOW, ~Lc ['~¢}'~ I:~L/~ ~-0 ,~-O 041. , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~1 Testamentary E] of Administration are hereby granted to Patricia A. WhJsdcr and Nanc~ J ,Gill)crt in the above estate and that the instrument(s), if any, dated s_/ *~, ' described in the Petition be admitted to probate and filed of record as the Past Will of Decedent. Letters Register of Wills ¢ Shod Cedificate(s) ............... $ I ' ~O (X'(['~?i,'i t~( ~LJi~f; Renunciation .......................... $ Affidavit ( ) ....................... $ Codicil ................................. $ JCP Fee ................................. $ ~0' 0 (3 Attorney: HAMILTON C. DA~S Invento~ & Tax Forms ............. $ I.D. No: 10264 Other ...................................... $ Address: P.O. BOX40 SH1PPENSB~G PA 17257 ~ Telephone: 532-5713 DATE FILED: DEC I 4 2OO~ CERTIFICATE OF DEATH ~. - _ Cumberland ~est Pennsboro 110 Springfield Rd wl0GewvlSpringfield'lle FA 1724Rdi =~ 110 Sprinqfield Rd. Newvilte PA 17241 )°n~9°~ Bu~'l~Crem~l~n~em°~aIS°mSlale~ hT~'~7~5/04 ~rland Valle~ Carlisle PA 17013 L LAST WILL AND TESTAMENT I, HAROLD L. GILBERT, JR., of West Pennsboro Township, C~and© County, Pennsylvania, declare this to be my Last Will and Test~a~e~ and~3 revoke any will or codicil previously made by me. ITEM I: I direct that ali my just debts and funeral expenses, in~ludin~~ my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate to my wife, DOROTHY JEAN GILBERT, providing she shall survive me by thirty days. ITEM III: Should my wife, DOROTHY JEAN GILBERT, predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate to my issue, per stirpes, living on the thirty-first day following my death. ITEM IV: · appoint my brother, GLENN R. GILBERT, guardian of any property which passes outrlght either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including secondary, college education, both graduate and undergraduate, professional and other education) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be ~aid from my residuary estate as part of the expenses of the administration of my estate. ITEM VI: t appoint my w~fe, DOROTHY JEAN GILBERT, executrix of this my last will. Should she fail to qualify or cease to act as executrix, I appoint my daughters, PATRICIA A. WHISTLER and NANCY JEAN GILBERT, executrices of this my last will. ITEM VII: I direct that my executrix or guardian or their successors ;hall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS ~HEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on three (3) sheets of paper, dated this j f--~' day of , 1987. Harold L. Gilbert, Jr. The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the testator, was on the day and date thereof signed, published and declared by the testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed our names as witnesses hereto. !/~ ~/ /~ ~ residing .~ :~ ..~.~. residing at 2 COMMONWEALTH OF PENNSYLVANIA : : SS, COUNTY OF CUMBERLAND : I, HAROLD L. GILBERT, JR., 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 executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary sct for the purposes therein expressed. Harold L. Gilbert, Jr. Sworn to or affirmed and acknowledged before me by ~ L ~+~, , the testator, this ~ day of ~ , 1987. ~ Notary Public ~ ' CO~ONWEALTH OF PENNSYLV~IA : COUNTY OF CUMBERLAND : ~e (or I), &~; lPo. C. ~is and ~ ~-' J ,~ , the ~Stness(es) whose name(s) are (Ss) sSgned ro the attached or foregoSng ~nstrumenr, being duly qualSfSed accordSng ro law, do depose and say that ~e ~ere (I was) present and saw the testator sSgn and execute the 5nstrumont a8 his Last WSil; that the testator sSgned w~liSngly and executed ~t as hSs free and voluntary act for the purposes rhereSn expressed; that each subscr~bSng ~rness ~n the hearSng and sSght o~ t~e testator sSgned the ~511 as a ~itness; and that to the best of our (my) knowledge rhe testator was at rh~t rSme eSghteen (18) or more years o~ age and of sound mSnd and under no S~orn re or affSrmed and subscrSbed ro before me by ~; {~ C~ ~;~ and ~,~ ~ ~{~ , ~itness(es), this ~ day of ~ 1987. /.~/~ ----~' , : :, . . -~ ,;~:~ , : , Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 DAVIS HAMILTON C POBOX 040 SHIPPENSBURG, PA 17257-0040 RE: Estate of GILBERT HAROLD L JR File Number: 2004-01161 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/30/2005 Your prompt attention to this matter will be appreciated. Thank You. ~~~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Personal Representative(s) Judge Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 WHISTLER PATRICIA A 110 SPRINGFIELD ROAD NEWVILLE, PA 17241 RE: Estate of GILBERT HAROLD L JR File Number: 2004-01161 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/30/2005 Your prompt attention to this matter will be appreciated. Thank You. ~~~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 GILBERT NANCY JEAN 106 SPRINGFIELD ROAD NEWVILLE, PA 17241 RE: Estate of GILBERT HAROLD L JR File Number: 2004-01161 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/30/2005 Your prompt attention to this matter will be appreciated. Thank You. r~ GLENDA FARNER ~;~ Clerk of the Orphans' Court cc: File Counsel Judge CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Harold L. Gilbert. Ir. Date of Death: December 12. 2004 Will No.: 2004-01161 21-04-1161 To the Register: I certify that notice of (beneficial interest) estate administration 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 9. 2005 : Name Address Patricia A. Whistler. 11 0 Springfield Road. Newville. P A 17241 Nancy 1. Gilbert. 106 Springfield Road. Newville. PA 17241 Notice has now been given to all persons entitled thereto und2e 5.6(a) except None , .-', /4 (l. J -- Hamilton C. Davis. Esq. P.O. Box 40 Shippensburg. P A 17257 Telephone: 717-532-5713 Capacity: ~ personal representative -.L counsel for personal representative 03/09/2005 Date: Name: Address: I . :.... (, V' REV. 16Ol1 EX'" (641J !;; W o W " W o w ... ~~(f.I ,,"" WOo" :t~g "0.1Il 0. " z g 3 ::> !: 0. " <.> w .. '* Z>FfiCiP"L U!-';E":. ~)NL'l REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 1161 NUMBER COMMONWEALTH OF PENNS'fL VANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-D601 DECEDENTS NAME (lAST, FIRST. AND MIDDLE INITIAL) Gilbert, Jr., Harold L. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM.DD-YEAR) 204-30-6701 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. Remainder Return (date of death pOor to 12.13--82) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (Attach Sch 0) 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 (1) None (2) None (3) None (4) None (5) 8,443.13 (6) 7,712.14 (7) None ,.)F1=\CIAL ~ON\..,{ ,."-'-> ,.....', o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death ~tween 1. '.1 THIS SECTION MUST BfCOMPLETED.AI.I.. CORRESPClNDENCE~NO CONFIDENTi~I.TAAINfClRrM1l6N SI-K)\JLDBEDlI\ECTEOTO: AME COMPLETE MAiliNG ADDRESS Hamilton C. Davis 12/12/2004 10/16/1926 C) -.c; ) 1 (-- t:: (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( lAST, FIRST AND MIDDLE INITIAL) !~ 1. Original Return ., ) ",) C:) o 4. Limited Estate ~ o 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received ... z w o z o 0. IRM NAME (If applicable) Zullinger - Davis, PC ElEPHONE NUMBER 717/532-5713 :~]l ". j t.,,'J 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (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) en \.D (8) 16,155.27 (9) (10) 9,623.00 855.07 (11) 10,478.07 (12) 5,677.20 (13) 13. Charitable and Governmental Bequests/See 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) 5,677 .20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 255.47 255.47 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under5ec. 9116(a)(1.2) z 5,677.20 .045 (16) Sol 16. Amount of Line 14 taxable at lineal rate x :;: ... => 0. U.Amount of Line 14 taxable at sibling rate x .12 (17) :IE 8 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ... 19. Tax Due (19) ..... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Copyright 2000 form software only The Lackner GrouP, Inc. Form REV-1500 EX {Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 106 Springfield Road CITY I STATE PA !ZIP I 17241 Newville Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check to: REGISTER OF AGENT (1) 255.47 (2) 0,00 (3) 0.00 (4) (5) 255.47 (5A) (5B) 255.47 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS y~ i 1. Did decedent make a transfer and: 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?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................,..,.,............................................................... 3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?..........................................................,.,.................................................,...... D D D IZI IZI IZI 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, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Patricia A. Whistler . 110 Springfield Road Newvllle,1'A 17241 ADDRESS ADDRESS 106 Springtield Road NeWVille, l' A 17241 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 DATE 7 -J -o!'- DATE 7-.Jt.~ DATE 7/2b/O,:>- 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. 99116 (a) (1.1) (i)l. 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 retum 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)J. 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. 9g116 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. 99116 (a) (1.3)1. 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. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMQNWEAl.TH OF PENNSY\..\lAN\A INHERITANCE TAX A:ETURN RESIDENT OECEOENT ESTATE OF Gilbert, Jr., Harold L. I; FILE NUMBER . 21-04-1161 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 6,471.29 Farmers National Bank Checking Account - Account No. 150479 2 Adams Electric Refund 46.84 3 1990 Chevrolet Blazer, see attached quote from Kelly Blue Book 1,925.00 TOTAL (Also enter on Line 5, Recapitulation) 8,443.13 .~ FARMERS NATIONAL BANK JJ.,i{ l' c.J OF NEWVILLE.1 [)iI":<iil!l flfAa:mb (,'miiity /v:lIimullBimi..' January 10, 2005 Hamilton C. Davis, Esquire 20 East Burd Street, Suite 6 P. O. Box 40 Shippensburg, PA 17257 RE: Harold L. Gilbert Jr. Estate Dear Mr. Davis: Mr. Gilbert had a non-interest bearing checking account #150479 which was in his name alone. The account was opened May 2, 1988 and had a December 12, 2004 balance of $6,471.29. He also had a savings account #9641025 which was joint with Patricia A. Whistler and Nancy J. Gilbert. This account was opened January 31, 2001 and had a December 12, 2004 balance of $23,342.38 plus $27.74 accrued interest. Sincerely yours, ~:!!H Executive Vice President P.O. Box 156, Ncviville, PA 1724 J . (717) 776-5~ 12 . Kelley Blue Book - Private Party Pricing Report - Chevrolet, Blazer Page 1 of2 I!..::\ Kelley Blue Book . ~HETRumD RfS~~~~ ~~..~. .i.,.' :d~! -"~""" .~ '...'..-.- ~ ."" . adY~rtiselT1~nt Search Dealer Inventory , View Current Offers. Request a Quote, ~BL~ Yaur car. Your cI USED CARS REVIEWS & RATINGS ADVICE FINANCING BLUE BOOK' PRIVATE PARTY REPORT Pennsylvania. July 18, 2005 1990 Chevrolet Blazer Sport Utility 20 BLUE BOOK Sgmd1 U',~d i . .1<' . . . . ,:-~";.- ~ ~~~ '1~'" ~ - !'.f Quickly browse ~.e.1lil!!:Lbj?ti[1.9? fQr Tb!s_C~I ~h":~::~;c:;u'~~ b.l~J y OJlLC.~.tEQL~.91~.QI1[1ne / Quicjs New C:<,\r Price OJJQt~_.j Eree CARFAX ReQ.ord CJl~9Js ~uto.b.@nil[Qm 4~9lt'&.APR . prin~~~~~~:@~~~ -~ E'.C:lY.m~ntCj~k:.l.IlatQr -.... z::..:...::.l C i Engine: VB 5.7 Liter Trans: Automatic Drive: 4WD Mileage: 105,000 Equipment ~ Air Conditioning Power Steering AM/FM Stereo Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean litlej1istoIY. , the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Search lnventc View C Offers I Private Party Value $ear<;:lLl"oca.LLi?tinQs I ListIl1is Car for Sale $1,925 Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Reque! a Quot, ~';l1..a_lJ$e "LCjlLIr:"Q~:l!J_y'"Lu..!!. I"Q<;JsJrLi'-"to LQ,\ILB,i!.t.~_~j,J,Q.w.~_':L~~,,[o Af'R ~ Oe!lnYQi<;El.1'!M~RI'.Ql1 Ne'l'l_C<!.[$ YOla' CaI:. You http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;013671;PA041 & 17257;+p&723;Chevrole... 7/18/2005 , Kelley Blue Book - Private Party Pricing Report - Chevrolet, Blazer Page 2 of2 Copyright @ 2005 by Kelley Blue Book Co., All Rights Reserved. Jul-Aug 2005 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions.(v.05072) http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;013671;P A041& 17257;+p&723;Chevrole... 7/18/2005 SCHEDULE F JOINTLY-OWNED PROPERTY I i I I I FILE NUMBER , 21-04-1161 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gilbert, Jr., Harold L. 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 B Nancy 1. Gilbert 110 Springfield Road Newville, P A 17241 106 Springfield Road Newville, P A 17241 Daughter A Patricia A. Whistler Daughter JOINTLY OWNED PROPERTY: ITEM LETTER DATE DESCRIPTION OF PROPERTY I %OF DATE OF DEATH FOR JOINT MADE Include name of financial institution and bank account number' DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSeT INTEREST DECEDENTS INTEREST estate. 1 B 01/31/2001 . Farmers National Bank Savings Account - Account 23,342.38 33% 7,702.99 No. 9641028 2 Accrued Interest on 1 27,74 33% 9.15 I I I I TOTAL (Also enter on line 6, Recapitulation) 7,712.14 ~ ADAMSCOIJNIYNATIONALBANK& fARMER'l NATIONAL BANK OF NEWVILLE A D'I'JHOIJ fl(.'ldilfflJ C/lJI1HJ'NllfilH/td Halik JANUARY 03, 2005 HAROLD L GILBERT JR PATRICIA A WHISTLER NANCY J GILBERT 106 SPRINGFIELD ROAD NEWVILLE PA 17241 DEAR CUSTOMER: OUR AUDIT DEPARTMENT IS MAKING A REGULAR AUDIT OF OUR RECORDS AS OF THE DATE SPECIFIED BELOW. WE REQUEST THAT YOU COMPARE THE INFORMATION SHOWN BELOW WITH YOUR RECORDS AND NOTE ANY DIFFERENCES ON THE BACK OF THIS LETTER. PLEASE SIGN, DATE, AND RETURN THIS LETTER DIRECTLY TO: ADAMS COUNTY NATIONAL BANK AUDIT DEPARTMENT P.O. BOX 3431 GETTYSBURG, PA 17325 INFORMATION AS OF 12/31/04 ACCOUNT NUMBER: ACCOUNT DESCRIPTION: CURRENT BALANCE: 9641025 FNB Passbook Savings $20,376.72 YOUR PROMPT ATTENTION TO THIS REQUEST WILL BE APPRECIATED. A SELF ADDRESSED, POSTAGE PAID ~~ELOPE IS ENCLOSED FOR YOUR REPLY. THIS CONFIRMATION LETTER IS ONLY TO VERIFY RECORDS PERTAINING TO THE ACCOUNT LISTED ABOVE. (PLEASE CHECK AND SIGN ONLY ONE BLOCK BELOW) ************************************************************************ THIS INFORMATION AGREES THIS INFORMATION DISAGREES * * * * CUSTOMER SIGNATURES DATE * * * * * * * * 000002 BANOTICE . SCHEDULE H FUNERAL EXPENSES & AOMINISTRA1lVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERIT.ANCE TAA RETURN RESIDENT DeCEDENT ESTATE OF Gilbert, Jr., Harold L. 'I' FILE NUMBER 21-04-1161 Debts of decedent must be reported on Schedule I. ITEM I NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Egger Funeral Home 5,255.00 2 Cumberland Valley Memorial Gardens 995.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid Attorney's Fees Hamilton C. Davis, Esquire State Zip 2. 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State lip 4. Probate Fees Cumberland County Register of Wills 97.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Myers Tax Service 100.00 1. 1 Other Administrative Costs Legal Advertising - Cumberland County Legal Journal 75.00 2 Legal Advertising - The Valley Times Star 101.00 Total of Continuation Schedule(s) 500.00 9,623.00 TOTAL (Also enter on line 9, Recapitulation) . Schedule H Funeral Expenses & Adrrinistralive Cos1s continued COMMONWEALTH OF PENNSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gilbert, Jr., Harold L. I FILE NUMBER 21 - 04 - 1161 3 Reserve 500.00 Page 2 of Schedule H . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEAL. TH OF PENNSYL VANI" INHERITANCE TAX A.EnJRN RESIDENT DeCEDENT I I FILE NUMBER 21 - 04 - 1161 ESTATE OF Gilbert, Jr., Harold L. Include unreimbursed medical expenses. ITEM NUMBER 1 Central P A Hematology DESCRIPTION AMOUNT 724.93 2 Smart Medical Inc. 5.07 3 Dr. Jurgensen 28.04 4 Family Home Health Care Products 23.47 5 Andorra Radiology Associates 73.56 TOTAL (Also enter on Line 10, Recapitulation) 855,07 REV.1513 EX' (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY II FILE NUMBER 21-04-1161 RELATIONSHIP TO I AMOUNT OR SHARE n^~;~EDENT OF ESTATE ESTATE OF Gilbert, Jr., Harold L. I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Patricia A. Whistler 110 Springfield Road Newville, PA 17241 Daughter 1/2 Residue 2 Nancy 1. Gilbert 106 Springfield Road Newville, PA 1724 Daughter 1/2 Residue Enter dollar amounts for distributions shown above on lines 15 through 18. as appropriate. on Rev 1500 cover sheetl II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI LAST WILL AND TESTAMENT I, HAROLD L. GILBERT, JR., of West Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any will or codicil previously made by me. ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate to my wife, DOROTHY JEAN GILBERT, providing she shall survive me by thirty days. ~ ITEM III: Should my wife, DOROTHY JEAN GILBERT, predecease me or die on ~\ or before the thirtieth day following my death, I devise and bequeath all of :--2 ~ my estate of every nature and wherever situate to my issue, per stirpes, living on the thirty-first day following my death. ITEM IV: I appoint my brother, GLENN R. GILBERT, guardian of any property which passes outright either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian ~ shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (inCluding secondary, college education, both graduate and undergraduate, professional and other education) without regard to his or her parent's ability to provide I for such support and education, or to make payment for these purposes, without further responsibility to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VI: I appoint my wife, DOROTHY JEAN GILBERT, executrix of this my last will. Should she fail to qualify or cease to act as executrix, I appoint my daughters, PATRICIA A. WHISTLER and NANCY JEAN GILBERT, executrices of this my last will. ITEM VII: I direct that my executrix or guardian or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this and Testament, t11~A written on three (3) sheets of paper, dated this my Las tWill .J rl day of , 1987. ?f t.V\.-{;I,i!.; 1:. -y.:i'~:t-~ (SEAL) Harold L. Gilbert, Jr. The preceding instrument. consisting of this 'and two (2) other typewritten pages, each identified by the signature of the testator, was on the day and date thereof signed, published and declared by the testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed ?: t2~!=: ,",iding at/lltw~I~ /' lie. / - ," ,:' ,,' ~ >,'"..i.--":...,,;;'':<{ #.:~- ....:L(:.:__.J:~(_,.::.-,..i:._., residing at 'i.."(/:1.1(. ,.{i-7, /. 0"'--; '","'-.,.... " /> ->,;:, /-f 2 I I COMMONWEALTH OF PENNSYLV~l'<IA ss. COUNTY OF CUMBERLAND I. HAROLD L. GILBERT. JR.. 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 executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. 'JI~ {j/ X '-y.~/(.'A.:f rf'__ (SEAL) Harold L. Gilbert. Jr. Sworn to or affirreed and acknowledged before me by HttNIJ- L C;/b",+,Jr. . the testator. this .$ r.L- day of I'f'LA" reA.. . 1987. --,...~ / /Y.. "~~Dt>1;''1' ,,~ , .. ~;t.tl;:':1'T". ["'':;'C''~,-::'':>' ,,-, COMMONWEALTH OF PENNSYLVANIA' . ss. COUNTY OF CUMBERLAND We (or I). ')./.d.-w.i Ifo... C. lJ6-vi Sand 1/: r.Le A( j-;C~J'( witness(es) whose name(s) are (is) signed to the attached or foregoing instrument. being duly qualified according to law. do depose and say that we were (I was) present and saw the testator sign and execute the instrument as his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Will as a witness; and that to the best of our (my) knowledge the testator was at that time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. ~;I .,.1 ~ ~(?~- )."./ )' 1" ,l~ " , ';:." .<.__(_?:{_.- ". J' of. ' ,"t.:-..<(!......-''4.''*-__ . the Sworn to or affirmed and subscribed to before me by 4",,"yr..~ H..... c~ .()p...,;..s and Vec..u.. Jt<. J~.....<- , witness(es), this .j~J. day of !'J<.--d... , 1987. c~Z' /'" 5t{f1 ~~, /,','- l~. /.- /~.d-r:;<i<7At~1' Notary Public '" ,/ ; ./ ~:';,;, ' .// /.~"._"._" ',,:-........, . ' 3 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 005626 DAVIS HAMILTON C, ESQ, P 0 BOX 040 SHIPPENSBURG, PA 17257-0040 ACN ASSESSMENT AMOUNT CONTROL NUMBER ____un fold ---------- -------- 101 I $255.47 ESTATE INFORMATION: SSN: 204.30-6701 I FILE NUMBER: 2104-1161 I DECEDENT NAME: GILBERT HAROLD L JR I DATE OF PAYMENT: 07/28/2005 I POSTMARK DATE: 07/28/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 12/12/2004 I I TOT AL AMOUNT PAID: $255.47 REMARKS: CHECK#107 INITIALS: JA SEAL 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 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DAVIS HAMILTON C, ESQ, POBOX 040 SHIPPENSBURG, PA 17257-0040 ___wun fold ESTATE INFORMATION: SSN: 204-30-6701 FILE NUMBER: 2104-1161 DECEDENT NAME: GILBERT HAROLD L JR DATE OF PAYMENT: 07/28/2005 POSTMARK DATE: 07/28/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/12/2004 NO. CD 005626 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $255.4 7 I I I I I I I I TOTAL AMOUNT PAID: $255.47 REMARKS: CHECK#107 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS 10-18-2005 GILBERT JR 12-12-2004 21 04-1161 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~~_I~~~_~~~~------~___~~!~!~_~9~~~_P9~!!9~_E9~_Y9Y~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HAROLD L FILE NO. 21 04-1161 ACN 101 IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reTlect Tigures that include the total oT ALL 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. . ~.. """"'...r I+T AI10UNT PAID DATE NUI1BER INTEREST/PEN PAID (-) 07-28-2005 " CD005626 .00 255.47 TOTAL TAX CREDIT 255.47 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 BUREAU OF INDIVIQUAC"YAXES" INHERITANCE TAX DIVISIllIt' . - PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEI1ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSI1ENT OF TAX '1'" ,- ')') DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN HAMIL TON C DAVIS ZULLlNGER DAVIS PO BOX 40 SHIPPENSBURG PA 17257 ESTATE OF GILBERT JR 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. 110rtgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/l1isc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 8.443.13 7.712.14 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/l1isc. Expenses (Schedule H) 10. Debts/l1ortgage 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 (9) UO) 9,623.00 855.07 Ul) (2) (3) (4) NOTE: .00 5,677.20 .00 .00 X 00 = X 045 = X 12 = X 15 = (9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. - REV-1547 EX AFP (06-05) HAROLD L DATE 10-18-2005 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 16,155.27 ]0.478 07 5,677.20 .00 5,677.20 .00 255.47 .00 .00 255.47 ( IF TOTAL DUE IS LESS THAN $1, NO PAYI1ENT IS REQUIRED. ^i IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU I1AY BE DUI\U"" A REFUND. SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Harold L. Gilbert Date of Death: December 12~ 2004 Estate No. 2004-01161 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. 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: 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' court and may be attached to this report. ~tf~- Hamilton C. Davis, Esquire P.O. Box 40 Shippensburg, P A 17257 (717) 532-5713 Date: Lf/~160 , . , i' ''';''''11,1) V'a k,..:'-'iGV' ! Iv 1\ 1,"',,---j', c: 1\\;'I-.!dPO .LCJ! IU\) '~iI .." I ::.J JO \)1..rrjt, -l ;.....;::1 v Capacity: _ Personal Representative XX Counsel for Personal Representative 6S : i1 t,,!V S2 ~d'J 900l {J ..