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Home My WebLink About02-0426 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Joseph D. Gilfoyle also known as No. 21-02-426 , Deceased Social Security No. 187 - 01-1256 Gerard Paul Gilfoyle and Timothy J. Gilfoyle Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) [Xl A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors named in the last Will of the Decedent, dated 02/01/1995 and codicil(s) dated None M. Dorothy Gilfoyle died August 25, 1996 State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: None D B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: r Name Relationshio Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family or principal residence at 4905 E. Trindle Road, Hampden Township (list street, number, and municipality) Decedent, then ~years of age, died 03/06/2002 at Country Meadows, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania 130,000.00 $ $ $ $ situated as follows: None T ed or rinted name and residence Gerard Paul Gilfoyle ?3234 Kensin ton Avenue, Richmond, VA 23221 Timothy J. Gilfoyle 718 West Aldine Avenue, Chica 0, IL 60657 /'?-tv- 6 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. 4.<~,~ ~ $;ttfk ~ Gerard Paul G Ifoyle ./ -~1;2~ -=:> Sworn to or affirmed and subscribed before me this 29th day of APRIL 2002 ~,/A7 ::i/<(h .l#LC/W'L/ or the Reglster /~~7 No. 21-02-426 Estate of Joseph D. Gilfoyle Deceased Social Security No: 187 - 01-1256 Date of Death: 03/06/2002 AND NOW, APRIL 29. 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Gerard Paul Gi1foy1e and Timothy J. Gilfoy1e in the above estate and that the instrument{s) dated 02/01/1995 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. . . . . . . $ 235.00 ~/yO ;Y;;m~) ~NL ,,(1.0 L(", d:( Register of Wills Short Certificate(s). $ Renunciation. $ Affidavits ( $ Extra Pages ( ) . $ Codicil. $ JCP Fee. $ Inventory. $ Other $ TOTAL. $ 9.00 Attorney: Donna M. Hullin 1.0. No: 30392 JAMES, SMITH, DURKIN & CONNELLY 134 Sipe Avenue 18.00 Address: Hummelstown, PA 17036 5.00 Telephone: 717 /533 - 3280 ~~ &, flil'~ L~. 267.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Last Will of JOSEPH D. GILFOYLE 21-02-426 I, JOSEPH D. GILFOYLE, a resident of Cumberland County, Pennsylvania, declare that this is my will. I hereby revoke all my previous wills and codicils. Article One Introductory Provisions Section 1. Marital Status I am currently married to M. DOROTHY GILFOYLE, and all references to my spouse in this will are to her. Section 2. Children a. The name(s) and birth date(s) of our children are: Name Birth date TIMOTHY JOSEPH GILFOYLE GERARD PAUL GILFOYLE March 24, 1956 June 13, 1957 All references to our children in this instrument are to these children and any children subsequently born to or adopted by us. 1 4',DfG 2-(-95 Article Two Appointment of My Personal Representatives Section 1. Nomination of My Personal Representatives I appoint the following to be my Personal Representative: M. DOROTHY GILFOYLE If, for any reason, the Personal Representative(s) named above are unable or unwilling to serve, the following successor Personal Representative(s) shall serve until the successor Personal Representative(s) on the list have been exhausted. Unless otherwise specified, if Co-Personal Representatives are serving, the next following named successor Personal Representative shall serve only after all of the Co-Personal Representatives cease to act as Personal Representatives. (1) GERARD PAUL GILFOYLE and (2) TIMOTHY 1. GILFOYLE, OR THE SURVIVOR OF THEM Section 2. Waiver of Bond No bond or undertaking shall be required of any Personal Representative nominated in my will. Section 3. General Powers My Personal Representative shall have full authority to administer my estate under the laws of the State of Pennsylvania relating to the powers of fiduciaries. My Personal Representative shall have the power to administer my estate under the Independent Administration of Estate Act. 2 .J. [), G. Z- J-ClS Article Three Disposition of My Property Section 1. Distribution to My Revocable Living Trust I give all of my property of whatever nature and kind and wherever located to my revocable living trust of which I am a Trustor known as: JOSEPH D. GILFOYLE and M. DOROTHY GILFOYLE, Trustees, or their successors in trust, under the JOSEPH D. GILFOYLE AND M. DOROTHY GILFOYLE LIVING TRUST dated FEB 0 1 1995 and any amendments thereto Section 2. Alternate Disposition If my revocable living trust is not in effect for any reason, I give all of my property to my Personal Representative under this will as Trustee who shall hold, administer and distribute my property as a testamentary trust the provisions of which are identical to those of my revocable living trust on the date of execution of my will. Article Four Death Taxes Section 1. Definition of Death Taxes The term "death taxes," as used in my will, shall mean all inheritance, estate, succession, and other similar taxes that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedent's death, including penalties and interest, but excluding the following: a. Any addition to the federal estate tax for any "excess retirement accumulation" under Internal Revenue Code Section 4980A. 3 .j.0, G 2-f-Cf!J- b. Any additional tax that may be assessed under Internal Revenue Code Section 2032A. c. Any federal or state tax imposed on a generation-skipping transfer, as that term is defined in the federal tax laws, unless the applicable tax statutes provide that the generation-skipping transfer tax is payable directly out of the assets of my gross estate. Section 2. Payment of Death Taxes Pursuant to the terms of my revocable living trust, all death taxes whether or not attributable to property inventoried in my probate estate shall be paid by the Trustee from that trust. However, if that trust does not exist at the time of my death or if the assets of that trust are insufficient to pay the death taxes in full, I direct my personal representative to pay any death taxes that cannot be paid by the trustee from the assets of my probate estate by prorating and apportioning those taxes among the beneficiaries of this will. Notwithstanding any other provision in my trust, all death taxes incurred by reason of assets transferred outside of my trust or probate estate shall be assessed against those persons receiving such property. Article Five General Provisions Section 1. No Contest Clause If any person or entity other than me singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity of this will including any codicils thereto, then the right of that person or entity to take any interest in my estate shall cease and that person or entity shall be deemed to have predeceased me. Section 2. Captions The captions of Articles, Sections and Paragraphs used in this will are for convenience of reference only and shall have no significance in the construction or interpretation of this will. 4 J . p ,.(~ 2-! - q 5 Section 3. Severability Should any of the provisions of my will be for any reason declared invalid, such invalidity shall not affect any of the other provisions of this will and all invalid provisions shall be wholly disregarded in interpreting this will. Section 4. Governing Law This will shall be construed, regulated and governed by and in accordance with the laws of the State of Pennsylvania. I signed this, my last will, on FE B 0 1 1995. ~E~~ . .'. 5 J. D. (7. Z-{-9S The foregoing Will was, on the day and year written above, published and declared by JOSEPH D. GILFOYLE in our presence to be his Will. We, in his presence and at his request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses. We declare that at the time of our attestation of this Will, JOSEPH D. GILFOYLE was, according to our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. ~~ Address: j),-,I1It-I{~ fA J;:.;t.l // {2;;rt~ WITNESS ../ Address: ~4fJ m 6 J, O. G 2-/-'lS STATE OF PENNSYLVANIA : SS: COUNTY OF DAUPHIN We, JOSEPH D. GILFOYLE, !o&8it-T(J, ~V8a , and ,;, k/lt1 ., the Testator and the witnesses, respectively, whose names are signed to the foregoi Wi, having been sworn, declared to the undersigned officer that the Testator, in the presence of witnesses, signed the instrument as his last Will, that he signed, and that each of the witnesses, in the presence of the Testator and in the presence of each other, signed the Will as a witness. ~<P4'~l'JV OS H D. GILFO L kf/J-- .wITNESS , i)L. 7/ a"/7cJ WITNESS Subscribed and sworn before ~t.JazT /? ~"'~ ~. ( ,1995. (J //~ -~~ .6~ <::.:7. Notary Public J . me by JOSEPH D. GILFOYLE, the Testator, and by and f..AIL(A HI AJ ie ""jf?-tZ the witnesses on My commission expires: ,.~~. .~ CONNiE L. REESE, Notary Public Oerr~ T,,!p.. Qauphin County My Commission Expires Feb. 20, 1995 7 J. o. G 2-I-qs - ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JOSEPH D. GILFOYLE Date of Death: March 6, 2002 Will No. Adm. No. 2002-00426 To the Register: I certify that notice of estate administration required by Rule 5.6(a) ofthe Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 2, 2002. NillM Joseph D. Gilfoyle and M. Dorothy Gilfoyle Living Trust dated 2/1/1995 Address c/o Gerard Paul Gilfoyle, Co-Trustee c/o Timothy J. Gilfoyle, Co-Trustee 3234 Kensington Avenue Richmond, VA 23221 Notice has now been given to all personal entitled thereto under Rule 5.6(a) except Date: sip/en- Signature ~ ~.~ Name Donna M. Mullin, Esquire Address 134 Sipe Avenue Hummelstown, P A 17036 Telephone ( 717) 533-3280 Capacity: Personal Representative x Counsel for Personal Representative :0 \'l I (",I P ..J r~ ,..","' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JAMES SMITH DURKIN & CONNELLY 134 SIPE MARKET STREET LEMOYNE, PA 17036 ___n___ fold ESTATE INFORMATION: SSN: 187-01-1256 FILE NUMBER: 2102-0426 DECEDENT NAME: GILFOYLE JOSEPH D DA TE OF PAYMENT: 06/05/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/06/2002 NO. CD 001255 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $12,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: G P GILFOYLE C/O JAMES ETAL CHECK# 1003 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $12,000.00 MARY C. LEWIS REGISTER OF WILLS c..... Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Joseph D. Gilfoyle No. 2002-00426 Date of Death 03/06/2002 also known as ,Deceased Social Security No. 187 - 01-1256 Timothy Joseph Gilfoyle and Gerard Paul Gilfoyle, 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 Pennsylvania 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 of 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. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Repres Name of Attorney: Donna M. Mullin Esq. Signature: I.D. No.: 30392 Signature: Address: 134 Sipe Avenue Gerard Paul Gilfoy e Address: 718 West Aldine Ave Hummelstown, PA 17036 Chicago, IL 60657 Telephone: 717/533-3280 Telephone: 773/404-8932 II/; i /;;AJ\) a I I Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 111,663.87 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. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form#RW-7 (1992) Estate of: Date of Death: County: INVENTORY Joseph D. Gilfoyle 03/06/2002 Cumberland CASH: Citizens Bank - Checking Account #142-402-6480; held by decedent individually; opened 01/01/1962 4,050.96 Citizens Bank - Deposit in transit in checking account #142-402-6480 255.68 Citizens Bank - Savings Account #00355-015760; held by decedent individually; opened 04/02/1999 54,208.68 Accrued interest through date of death 20.15 PA Department of Revenue - 2001 personal income tax refund 215.00 PERSONAL PROPERTY: 1998 Ford Escort Stationwagon 16,453 miles 4,350.00 -1- 58,750.47 4,350.00 STOCKS/LISTED: 3,123.05 shares Citizens Investment Services (formerly Dreyfus) - Dreyfus Premier Muni Bond fund Class B 48,563.40 MORTGAGE/NOTE RECEIVABLE: $12,000 promissory note dated 12/12/1986 from Margaret C Norton - non-collectible TOTAL RECEIPTS OF PRINCIPAL............... -2- 48,563.40 111,663.87 )\\II..>\IIIIIDII<ld..N((l...III\111. 11\1 0111(1\ J'~')'C November 19, 2002 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 RE: JOSEPH D. GILFOYLE, DECEASED 2002-00426 Stephanie L. Gaffey Paralegal slg@jsdlegal.com Dear Sir or Madam: I am enclosing herewith the Pennsylvania Inheritance Tax return (3 copies) and Inventory (2 copies) for the above-referenced decedent. I am enclosing a check in the amount of $31.00 representing the filing fee for the inheritance tax return and Inventory. I am also enclosing a check made payable to the "Register of Wills, Agent" in the amount of $468.16 representing the balance of the inheritance tax owing. Please file the inheritance tax return and Inventory. Please return a stamped copy of each to me in the enclosed, self-addressed, stamped envelope. Thank you for your attention in this matter. ~~'- (~ Stephanie L. Gaffey Paralegal :slg Enclosures 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS PO BOX 650 HERSHEY, PA 17033 TOLL FREE 1.800.942.3660 TEL. 717.533.3280 FAX 717.533.7771 www.jamesestateplan_com 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 MULLIN DONNA M 134 SIPE AVENUE HUMMELSTOWN, PA 17036 n____._ fold ESTATE INFORMATION: SSN: 187-01-1256 FILE NUMBER: 2102-0426 DECEDENT NAME: GILFOYLE JOSEPH D DATE OF PAYMENT: 11/20/2002 POSTMARK DATE: 11/19/2002 COUNTY: CUMBERLAND DATE OF DEATH: 03/06/2002 NO. CD 001865 ACN ASSESSM ENT CONTROL NUMBER AMOUNT 101 I $468.16 I I I I I I I I TOTAL AMOUNT PAID: $468.16 REMARKS: C/O DONNA M MULLIN ESQ GERARD P GILFOYLE CHECK# 1009 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T c o M P T U A T X A T I o N ~ OFFICIAL USE ONLY REV-1500 EX ~ (6-00) 11- ~O - (, REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT CQUNTrCODE YEAR SOCIAL SECURITY NUMBER 187-01-1256 THIS RETURN MUST BE ALEO IN DUPUCATEWlTH THE FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT.2BDS01 HARRISBURG, PA 17128-0601 DECEDENT'S NAME{LAST. FIRST, AND MIDDLE INITIAL) Gilfo 1e Jose h D. DATE OF DEATH /MM-OO.YEAR) NUMBER 21-02-0426 DATE OF BIRTH (MM-DD-YEAR) 01 12 1912 LAS, JRS ,AN MIDDL INITIAL REGISTER OF WILLS S CIAl CU ITY NUM R G SP USE' NA X 1. Original Return 4. limited Estite X 6. Decedent Died Testate 2. Supplemental RetLJm 4a. Future Interest Compromise (date of death after 12 -12-82) 7. Decedent Maintained a Living Trust 1 3 R. date of death . emalndet Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe DeposIt Boxes (Attach copy of W/lij {Attach copy of Trust) o 9. litigation Proceeds Received 0 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 91 13(A} (date of death between 12-31-91 and 1-1-95) (AttaCh Sch OJ 1"H1$$Ecl'IOHMlIS'I'l.~P~~!COl'lIlESPotlDiNc;:E~;~FjDi~jij;:TAX'IIiIf'I)J;jMA'I'ION$HOU~DBEDIIIECr,l;D,1l'O,):' NAME COMPLETE MAILING ADDRESS Donna M. Mullin Es . FIRM NAME (If Applicable) JAMES, SMITH, DURKIN & CONNELLY, LLP TELEPHONE NUMBER 134 Sipe Avenue Hummelstown, PA 17036 R E C A P I T U L A T I o N 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or U 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) {9} 10. Debts of Decedent. Mortgage Liabilnies. & Uens (Schedule I) (10) 11. Tolal Deduc1ions (total Lines 9 & 10) 12. Net Value of Estat~ (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 313,388.88 (11) 22.283.46 (12) 291,105.42 (13) (14) 291,105.42 (1) (2) (3) OFFICIAL USE ONLY No"... 48,563:40 None (4) (5) -0- 63,100.47 (6) None 201,725.01 9,823.46 12,460.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 91 16(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collatera.l rate 19. Tax Due 20.:!;:l'!$~~I'I$IO:::!F:r<!~(M$:~~!l$$'tUIIiI:~l!l$~"l:f .. >.>..:BEtSlJRE;YO'Atlml'!:~l.i);QOESTIONS!O x .0 0 (15) 291,105.42 X .0 45 (16) 13 ,099.74 X .12 (17) X .15 (18) (19) 13,099.74 Copyright (c) 2000 form software only The Lackner Group, Inc. Fo,m REV-1500 EX (R"".6-00) Decedent's Complete Address: STREET ADDRESS 4905 E. Trind1e Road CITY I STATE I ZIP Mechanicsbur,g PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousa.l Poverty Credit 8. Prior Payments C. Discount (1) 13,099.74 12,000.00 631.58 Total Cred~s ( A + B + C) (2) 12,631. 58 TotallnterestlPenalty ( D + E) (3) 4. If Line 2: is greater than Line 1 .. Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If 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) B. Enter the tolal of Line S + SA. This is the BALANCE DUE. (5B) Make Chec~ Payable to: REGI~!I:f'l.OF WILLS, AGENT . ..". ._.,.._."., _" _,,' ,::!i!!!:!., .'_"."." "_,,, ,_ _, _ .,. _,." _ _.,.,.:_::i::::::!:j:;W~:!!:::::!::::!::::;::':::::,., ., ,'..," ,_ _ "'''', _, ,. ,_,.. ,''''",,' ":::!.::i ::!!!!!!!!!1W!!!!i!!!~~!:!!!!:!:::!-:': ,: .,.._...._", ,'., ,,,.,,," ._,:':::';:";::'::::::::::~!:m::::}!!!!!ii!!mii" ii"", _ ,_' >,....:'~:: .'ii:::j:~!!!!!i!!!!I!i!!!:!i!!!!i!!:! PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AliI "X"IN THE: APPROPRIATE BLOCKS 1. 3. JnteresVPenahy it applicable D.lnterest E. Penalty 468.16 468.16 Did decedent make a transfer and: a. retain the use or income of the property transferred; . b. retain the right to designate who shaJl use the property transferred or its income; . C. retain a reversionary interest or. . d. receive the promise for life 01 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? . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE iT AS PART OF THE RETURN. Yes No ~~ o o o o o o Under penaltles of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, ft is true, corre<:t and complete. Declaration of preparer other than the personal representative Is based on alllnformatfon of which preparer has any knowledge. SIGNA.TURE OF PERSON RESPONSIBLE FOR FILING RETURN Timothy Joseph Gi1foy1e 718 West Aldine Ave -------------------------------~--------------------- Chica 0, lL 60657 JAMES, SMITH, DURKIN & CONNELLY, LLP ___1.~"__~!p."_A,,."_'!\l,,____ __ _ ____ ____ __ ____ _ _ __ ___ _ ___ Hurnrnelstown, PA 17036 DATE /1 ~ gJ ~\)~ DATE ' For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (il]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value ot transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) 0;)]. The statute does not exemat a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers trom a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0'% (72 P.S. 9116 {a} (1.2)]. The tax rate imposed on the net value 01 transfers to or tor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .5. 9116( 1.2) [72 P.S. 9116(aXI)]. 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(aX1.3)J. A sibling is defined, under Section 91Q2, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 farm software only The Lackner Group. Inc. Form REV-1S00 EX (Rev. 6.00) ADDITIONAL Personal Representatives Estate of Joseph D. Gilfoyle SS# 187-01-1256 03/06/2002 ******************************************************* Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature - ~AAU ~J %h 1., ltUj"J ~ Gerard Paul Gilfoyle 3234 Kensington Ave Name Address Line 1 Address Line 2 City, State, Zip Richmond, VA 23221 II /I()/~d..... J / Date REV-1503 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Joseph D. Gilfoyle 88ft 187-01-1256 03/06/2002 All property jointty"'owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-02-0426 ITEM DESCRIPTION VALUE AT DATE NUMBER UNIT VALUE OF DEATH 1 3,123.048 shares Citizens Investment Services (formerly 15.55 48,563.40 Dreyfus) - Dreyfus Premier Muni Bond fund Class B TOTAL (Also enter on line 2, Recapitulation) 48,563.40 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996form software only CF>Systems.lnc. Form REV-1503 EX (Rev. 1-97J REV-1507 EX + (1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETA)( RETURN RESIDENT DECEDENT ESTATE OF Joseph D. Gilfoyle SCHEDULE D MORTGAGES & NOTES RECEIVABLE SSfl 187-01-1256 03/06/2002 FILE NUMBER 21-02-0426 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION $12,000 demand note dated 12/12/1986 from Margaret C Norton - non-collectible (collection barred by statute, 13 Pa. C.S.A. Section 3118 (b)) VALUE AT DATE OF DEATH TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright (c}1996 form software only CPSystems, Inc. Form REV-1507 EX (Rev. 1-97) REV. 1508 EX ... (1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Joseph D. Gilfoyle SS# 187-01-1256 03/06/2002 21-02-0426 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 1 DESCRIPTION Citizens Bank - Checking Account #142-402-6480; held by decedent individually; opened 01/01/1962 VALUE AT DATE OF DEATH 4,050.96 2 Citizens Bank - Deposit in transit in checking account 11142 -402 - 6480 255.68 3 Citizens Bank - Savings Account #00355-015760; held by decedent individually; opened 04/02/1999 54,208.68 Accrued interest on item 3 to date of death 20.15 4 PA Department of Revenue 2001 personal income tax refund 215.00 5 1998 Ford Escort Stationwagon 16,453 miles 4,350.00 TOTAL (Also enter on line 5. Recap,ulation) $ 63 ,100.47 (If more space is needed. insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1.97) REV-1S10 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENT DECEDENT ESTATE OF Joseph D. Gilfoyle 03/06/2002 SSf! 187-01-1256 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER 1 DESCRIPTION OF PROPERTY RELAWg~Mf.lI~ t~b~~~5~~l.tJ~Jf~~~A~~EJF t~i~RSFER. ATTACH A CQPYOF THE DEED FOR REAL ESTATE. American Express Company - IDS Life Flexible Portfolio Annuity #0930-0605 0027 7 004; Beneficiaries of contract are sons, Gerard and Timothy Gilfoy1e EXCLUSION (IF APPLICABLE) %OF DECO'S INTEREST DATE OF DEATH VALUE OF ASSET 24,214.18 2 8,662 Alliance Growth & Income Fund, Inc., CUSIP #018597104 - Traded on the NYSE, common; held in the name of the Joseph D. Gilfoyle and M. Dorothy Gilfoyle Living Trust dated 2/1/1995; M. Dorothy Gilfoy1e died on 08/25/1996 30,576.86 3 745 shares Conectiv, CUSIP #206829103 - Traded on the NYSE, common; held in the name of the Joseph D. Gilfoyle and M. Dorothy Gilfoyle Living Trust dated 2/1/1995; M. Dorothy Gilfoyle died on 08/25/1996 18,509.53 4 Diocese of Harrisburg ~ Account #01-15810 opened 7/1/1974; held in the name of the Joseph D. Gilfoyle and M. Dorothy Gilfoyle Living Trust 5,388.18 5 Diocese of Harrisburg - Accrued interst on Account #01-15810 opened 7/1/1974; held in the name of the Joseph D. Gi1foyle and M. Dorothy Gilfoyle Living Trust 2.70 6 Members 1st Federal Credit Union - Regular Savings Account #169563-00; titled in the name of the Joseph D. Gi1foyle Living Trust 25.49 Total of Continuation Schedule(s) TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems. Inc. FILE NUMBER 21-02-0426 TAXABLE VALUE 24,214.18 30,576.86 18,509.53 5,388.18 2.70 25.49 123,008.07 201,725.01 Form REV-1510 EX (Rev. 1-97) Estate of: Joseph D. Gilfoyle Soc Sec #: 187-01-1256 Date of Death: 03/06/2002 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property 11 Date of Death % Decd Exclusion Taxable Value Value of Asset Intrst 7 Members 1st Federal Credit Union - Certificate of Deposit #169563-41; titled in the name of the Joseph D. Gi1foyle Living Trust 22,569.75 22,569.75 8 Members 1st Federal Credit Union - Certificate of Deposit #169563-42; titled in the name of the Joseph D. Gi1foy1e Living Trust 77,351.14 77,351.14 9 Members 1st Federal Credit Union - Accrued interest on Certificate of Deposit #169563-41; titled in the name of the Joseph D. Gi1foy1e Living Trust 7.95 7.95 10 Members 1st Federal Credit Union - Accrued interest on Certificate of Deposit #169563-42; titled in the name of the Joseph D. Gilfoy1e Living Trust 27.23 27.23 11 400 PNC Bank Corporation traded on the NYSE, common; held in the name of the Joseph D. Gilfoyle and M. Dorothy Gi1foy1e Living Trust dated 2/1/1995; M. Dorothy Gi1foyle died on 08-25-1996 23,052.00 23,052.00 123,008.07 REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Joseph D. Gilfoyle SSfI 187-01-1256 03/06/2002 FILE NUMBER 21-02-0426 Debts of decedent must be reported on Schedule l- ITEM NUMBER A. B. DESCRIPTION AMOUNT 1 FUNERAL EXPENSES: Amount given to Priest to perform funeral service 100.00 2 172.60 Funeral luncheon 3 Malpezzi Funeral Home - funeral bill 1,373.12 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees JAMES, SMITH, DURKIN & CONNELLY, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4,500.00 City Relationship of Claimant to Decedent State Zip 4. Register of Wills 267.00 Probate Fees s. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Conference call charge - three-way with attorney's office and both trustees 149.28 2 Cumberland Law Journal - estate notice 75.00 3 Davidson Accountancy Corp. return preparation fees 2001 federal and PA income tax 1,500.00 4 Dr. Gerard P. Gilfoyle - mileage expense to travel from Virginia to Cumberland county to probate Will, inventory safe deposit box, close accounts and open estate checking account (500 miles on 4/28 and 4/29/2002) 175.00 Total of Continuation Schedule(s) 1,511.46 TOTAL (Also enter on line 9, Recapitulation) $ 9,823.46 (If more space is needed, insert additional sheets of the same size) Copyright(c) 1996 form software only CPSystems.lnc. Form REV-1511 EX (Rev. 1-97) Estate of: Joseph D. Gi1foy1e Soc See #: 187-01-1256 Date of Death: 03/06/2002 Continuation of Schedule H-B2 (Attorney's Fees) Item Description 1/ Amount 1 James, Smith, Durkin & Connelly, LLP - attorney fees 4,500.00 4,500.00 Estate of: Joseph D. Gilfoyle Soc Sec #: 187-01-1256 Date of Death: 03/06/2002 Continuation of Schedule H-B4 (Probate Fees) Item Description 11 1 Register of Wills - probate fee Amount 267.00 267.00 Estate of: Joseph D. Gilfoyle Soc See #: 187-01-1256 Date of Death: 03/06/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item /I Description Amount 5 Register of Wills - Short Certificate 3.00 6 Reserve for additional administration expenses 500.00 7 The Patriot News estate notice 125.71 8 Timothy Gilfoyle Co-Trustee airfare charges from Chicago, IL to Harrisburg for funeral and for trust administration duties 661.52 9 Timothy Gilfoyle - Co-Trustee expenses for food and lodging while in Harrisburg 160.05 10 Timothy Gilfoyle - Co-Trustee expenses for postage 61.18 1,511.46 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joseph D. Gi1foy1e SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 55!! 187 -01-1256 03/06/2002 FILE NUMBER 21-02-0426 Include unreimbursed medical expenses. ITEM NUMBER 1 Internal Revenue Service DESCRIPTION 2001 personal income tax payment AMOUNT 10,940.00 2 PA Department of Revenue 2001 personal income tax payment 1,520.00 TOTAL (Also enter on line 10, Recapttulation) $ 12,460.00 (If more space is needed, insert additional sheets of the same size) Copyrlght(c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV- 1513 EX t (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TM RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Joseoh D. Gi1foy1e SSfj 187-01-1256 03/06/2002 FILE NUMBER 21-02-0426 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Nol List Trustee(.) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116{a}(1.2)] 1 Gerard Paul Gi1foy1e 3234 Kensington Avenue Richmond, VA 23221 Son 1/2 of residue 2 Timothy Joseph Gi1foy1e 718 West A1dine Avenue Chicago, IL 60657 Son 1/2 of residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU la. AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) . ~...j Last Will of JOSEPH D. GILFOYLE I, JOSEPH D. GILFOYLE, a resident of Cumberland County, Pennsylvania, declare that this is my will. I hereby revoke all my previous wills and codicils. Article One Introductory Provisions Section 1. Marital Status I am currently married to M. DOROTIlY Gll-FOYLE, and all references to my spouse in this will are to her. Section 2. Children a. The name(s) and birth date(s) of our children are: Name Birth date TIMOTIlY JOSEPH GILFOYLE GERARD PAUL GILFOYLE March 24, 1956 June 13, 1957 All references to our children in this instrument are to these children and any children subsequently born to or adopted by us. 1 ..d, Of G 2.-{-9S Article Two Appointment of My Personal Representatives Section 1. Nomination of My Personal Representatives I appoint the following to be my Persona! Representative: M. DOROTHY GILFOYLE If, for any reason, the Persona! Representative(s) named above are unable or unwilling to serve, the following successor Personal Representative(s) shall serve until the successor Personal Representative(s) on the list have been exhausted. Unless otherwise specified, if Co-Personal Representatives are serving, the next following named successor Personal Representative shall serve only after all of the Co-Personal Representatives cease to act as Personal Representatives. (I) GERARD PAUL GILFOYLE and (2) TIMOTHY J. GILFOYLE, OR TIlE SURVIVOR OF THEM Section 2. Waiver of Bond No bond or undertaking shall be required of any Persona! Representative nominated in my will. Section 3. General Powers My Persona! Representative shall have full authority to .nminister my estate under the laws of the State of Pennsylvania relating to the powers of fiduciaries. My Personal Representative shall have the power to administer my estate under the Independent Administration of Estate Act. 2 J. V, G. 2-j-q$ Article Three Disposition of My Property Section 1. Distribution to My Revocable Living Trust I give all of my property of whatever nature and Idnd and wherever located to my revocable living trust of which I am a Trustor known as: JOSEPH D. GlLFOYLE and M. DOROTIIY GILFOYLE, Trustees, or their successors in trust, under the JOSEPH D. GlLFOYLE AND M. DOROTIiY GlLFOYLE LIVING TRUST dated ---EEl3 0 1 1995 and any amendments thereto " Section 2, Alternate Disposition If my revocable living trust is not in effect for any reason, I give all of my property to my Personal Representative under this will as Trustee who shall hold, administer and distribute my property as a testamentary trust the provisions of which are identical to those of my revocable living trust on the date of execution of my will. Article Four Death Taxes Section 1. Definition of Death Taxes The term "death taxes," as used in my will, shall mean all inheritance, estate, succession, and other similar taxes that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedent's death, including penalties and interest, but excluding the following: a. Any addition to the federal estate tax for any "excess retirement accumulation" under Internal Revenue Code Section 4980A. 3 J ,[),. G 2-{-Cf S" . ".. b. Any additional tax that may be assessed under Intcma1 Revenue Code .. Section 2032A. c. Any federal or state tax imposed on a generation-skipping transfer, as .. that term is defined in the federal tax laws, unless the applicable tax statutes provide that the generation-skipping transfer tax is payable directly out of the assets of my gross estate. Section 2. Payment of Death Taxes Pursuant to the terms of my revocable living trust, all death taxes whether or not attributable to property inventoried in my probate estate shall be paid by the Trustee from that trust. However, if that trUSt does not exist at the time of my death or if the assets of that trust are insufficient to pay the death taxes in full, I direct my personal representative to pay any death taxes that cannot be paid by the trustee from the assets of my probate estate by prorating and apportioning those taxes among the beneficiaries of this will. Notwithstanding any other provision in my trust, all death taxes incurred by reason of assets transferred outside of my trust or probate estate shall be assessed against those persons receiving such property. Article Five General Provisions Section 1. No Contest Clause If any person or entity other than me singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity of this will including any codicils thereto, then the right of that person or entity to take any interest in my estate shall cease and that person or entity shall be deemed to have predeceased me. Section 2. Captions The captions of Articles, Sections and Paragraphs used in this will are for convenience of reference only and shall have no significance in the construction or interpretation of this will. 4 JO,.G 2-I-QS Section 3. Severability Should any of the provisions of my will be for any reason declared invalid, such invalidity shall not affect any of the other provisions of this will and all invalid provisions shall be wholly disregarded in interpreting this will. .' Section 4. Governing Law This will shall be construed, regulated and governed by and in accordance with the laws of the State of Pennsylvania. I signed this, my last will, on FEB 0 1 1995. ~~f? 5 J, D. (7. Z-{-95 . :-'" . .. . .:?..;.- ~... ...,,,~..;.<":-. '. .: .... ... . . ~.~ . . ,.;, " ..:;:"'.":~:~.'-'~~.'.;"-" The foregoing Will was, on the day and year written above, published and declarl:d by JOSEPH D. GILFOYLE in our presence to be his Will. We, in his presence and at his request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses. We declare that at the time of our attestation of this Will, JOSEPH D. GILFOYLE was, . according to our best lmowledge and belief, of sound mind and memory and under no undue duress or constraint. w;ri(1p- Address: /),-.~Ih~ ?A G;2/~ '0~/?J WITNESS / Address: ~A~f / /# 6 J, O. G 2-/-o/S STATE OF PENNSYL VANIA : SS: COUNTY OF DAUPHIN We,JOSEPHD.GILFOYLE, flo&4&.,..!J ~V&? ,and fi.<i(~ II ~k,,~,theTestator and the witnesses, respectively, whose DllIlles are signed to the forego' wili, having been sworn, declared to the undersigned officer that the Testator, in the presence of witnesses, signed the instrument as his last Will, that he signed, and that each of the witnesses, in the presence of the Testator and in the presence of each other, signed the Will as a witness. ~~-$i~P~ OS H D. GILFO kljV- ~mESS . i ;!;2d.7:I O;;7,J WImESS Subscribed and swom before .k'_~T I.' ~"'~ +e.r. ,1995. ~~i2e Notary Public t me and by JOSEPH D. GILFOYLE, the Testator, and by fA.lL(A N, AJ i.,.. ""''''lo<'R. the witnesses on ---- My commission expires: ,., CONNIE L. REESE. Nolary Public Derry Twp.. Dauphin County My Commission fxlJires Feb. 20. 1995 . 7 J. P G 2-j-C{S COMMONWEALTH OF PENNSYL,VANIA OEPAATMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2BDe01 HARRISBURG. PA '7~28-0aO' PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. JAMES SMITH DURKIN & CONNELLY 134 SIPE MARKET STREET LEMOYNE, PA 17036 ACN ASSESSMENT CONTROL NUMBER --.... - 101 I ESTATE INFORMATION: SSN: , 87-01-1256 I FILE NUMBER: 2102-0426 I DECEDENT NAME: GILFOYLE JOSEPH D I DATE OF PAYMENT: 06/05/2002 , I " POSTMARK DATE: 00/00/0000 I " COUNTY: CUMBERLAND I DATE OF DEATH: 03/06/2002 I I TOTAL AMOUNT PAID: REMARKS: G P GILFOYLE C/O JAMES ET AL CHECK#1003 INITIALS: VZ SEAt .-- u' ' . u, - - RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS .-'- ..' .. TAXPAYER REV-' '62 EXI' 1-961 CD 001255 AMOUNT $12,000.00 $12,000.00 R!VoII5D+ fl-921 .. .SAFE DEPOSIT BOX I NVENTOR.Y CCWMoNWlAlnt Of" JIINNSY1V4H.... DIPAJrTMfNJ' 01' I!Y!NUE INHIIII'ANCI tAX DMIION Dm.2ID6Gl HAUllIUIG, PA. 1112I-l1601 PI... P.rint Dr Type MUST BE COMPLETeO BY REPRESENTAnVE OF FINANCIAL INSTITUTION WHERE SAFE OEPOSIT BOX IS lOCATEO AND RETURN EO TO ABOVE ADORESS COUNTY. CODE FlU NUMBER SOCIAl. SECURITY OR DEATH CEllTlFlCATE NUMBER 21 02-0426 187-01-1256 D cm T S NAM 11AS1, FIRST, MIDDLE} DATE OF EA Gilfoy1er Joseph D. March .6, 2002 ADDRESS OF DECEDENT 1mEET) 1c:tTYJ 4905 E. Trindle Road Mechanicsburg NAME ANO ADDRESS OF PEUON R!QUESnNG THE OPENING OF THE SAFE DEPOSIT BOX fNAMf) Donna M. Mullin, Esquire (SUTEI PA IZIP CCl>~ 17055 I5TR!ET ADDRESSj (CITY) 134 Sipe' Avenue RUlI1IlIelstown NAME, ADDRESS AND RELAnONSHII' UF ANY) TO DECEDENT, OF PWON(S} PRESINT AT THE BOX OPINING a. INAME) (RfLAnONSHIP) Gera:Jl:d Paul Gilfoy1e Son {STRUT ADDRESSI Ic:tTYJ 3234 Kensington Avenue Richmond b.INAMEI (RfLAnONSHIPj Timothy J. Gilfoy1e Son ISTRI!FT ADDRESSI Ic:tTYJ 718 W. Aldine Avenue Chicago c.. (NAME) (RELATION5HIP} ISTATEI PA IZIP CCl>~ 17036 (STATEI VA IZIP COD~ 23221 ISTATEI IL I2"CODE) 60657 ISTREFT ADDRESS) 1c:tTYJ (STATE) 12" CODE) NAME ANO ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATlD INAME} Citizen I s Bank fSTREE7 ADORESS) 2 West Main Street I NAME OF PERSON MAKING LAST ENTRY Jose h D. Gilfov1e DATE Or CONTRACT TO RENT BOX NUMBER OF BOX November 24, 1982 19 NAME ANO ADDRE5S OF PERSON(S) HAVING ACCI!SS TO BOX a. (NAME) (Dorothy Gi1foy1e Deceased) (STREFT ADDRESSI (STk'lE) (ZIP CODEI PA 17055 b. INAMfI Joseph D. Gi1foy1e ISTREET ADDRESSI 4905 E. Trind1e Road (CITYj ISTA'lE1 IZIP COD!I ICITY) Mechanicsburg ISTATEI PA I2IPCODEl 17055 NAME ANO mu OF EMPLOYE TAKING THE INVENTORY N/A WAS A WILL IN THE BOX? DYES leNO ff v'" ". Dat. of win, b. Nam. and adcirau of ,..rsonal ..p....nt1rfiva, If namM! in the wDf INAME) (STREET ADDRESSI ICIlYI ISTATEI IZIP CODE) c. Nam. and acidl'Ul Df attD~y, if any INAME} ISTREFT ADDR"S} IClTYj (STA'lE1 (ZIP CODE] .. SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Cash: Repart latal anly. " ' ' " , ,'. ,(2) 5n>cks: Lisl in detail every camman or preferr..d certificOIe, wa;"'ant or olher righls found in box. sicc... are ID be designOled by nome of campany, certificOle number, dole of certificole, name in which stock is register.d, .and number e>f shares ana .cia", of Sloc.. . '(3) Obligcriians af U. S. Gav.rnm.nt: Number of Items, dale af Imie;face value,:names in whichregisterea "nd type of ownership, i..., ;olntly held, pay"ble an deOlh, etc. . (4) Bonel.: Designate by nome"omDunl, seri"l numb.r, or other designation. Illeor.r.llonds) (5) aank and Savings and Loan Pa_boDks: SI"t. nom. of depasltar, number or boo!<, last cI"le appearing in . book, nom. af bank ana branch, and balance. " ' (6) Jewelry, CDins, Stampl, Malluacripts, .tc: List .and describe ,D'. fully as .possible, _ (7) Duds, Mortgages, Current Insu.ance I'Dliei.. Dr ather .vidences of inc:l.btedn.... Li.t Dna d.scribe as fully a. ,possible. - IS) All ather ,cantents: Pose af , ITEM tlo. 1 2 'ITEM DESc:RIPT10N $12,000.00 Promissory Note dated 12-12-86 from ~aret C. Norton pay;l.b1e cO IU' ..., U~ ..,. "':.. _, e a'C o..:>'! l./ ,:,U/.O;<. Demand Noee from Diocese of Harrisburg, Note Certificate No. 09540 dated Februa..ry 14 I.l.;<;<'" .l.1J u.'" U,l. ...:>,..>00..1.0 WJ.Ul es,- a.. ri:l.te .<::=en'C.lY set:--py DJ.o~ese. Mellon Bank CD - charge confirmabon - Cert No. 00120418; Principal $17,495.73 .l.'''';''>-'''''' alO ~...>u... ' Members First Credit Union vouc:her for cashing' of $87,990.47 CD 001/26/00 and I~ of Gif~*~S~iri~:t:~f75~s:~h ""D. ~F'~;-1M~i.~6~~~' S20,000.00 fe~;;:erea J.Il Certificate No. 169563-4J.registered in name of Gilfoy1e-Living Trust/Joseph D. 3 I 4 . .,- , , , , , , , , , I, CERTII'Y UNDER PENALTY OF PERJURY THAT THE ABOVE RecORD IS 'j P&F'.50N'REC:EIVlNG COPY.OF . CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY, ."'''A1U"" ,Q1, , , 7'J. SIGNATURE . ."iCJI1r--r---7!J /L...PJL,"'::' RlN I NAM' RlNT NAM' AND CHECK APPRDPR'An .0' BELOW, Donna M. Mullin Atto:t:Tiey ,fo:r Estate CHE"" A'PRDPRlA" ,Oll. iJboa>tDr\tr!x) DAclm;";.....,.~trix) o encrta Rep.....nn::rt;ye 0 Joirrt owner of .of., deporif box RlNlln" NOTE.: Attach addltianal 8\1," X 11" siI_t i.) If nee,,5ary ar u.... auplicat.. af this page af farm. 0\ 8 '" 0\ "" h I\> U1 rn CI> CI> O' . :r :r &" l!:!:! III III z> I'i I'i I'i ~iR CD ~ CD 0" tAl tAl z- I d nn ~r ( r n' ... > .. j~n ::l ~ ~ !Ii .. ~~:""a 5-FR~ ~2. 'tl g ~ 1R.iii ~ z"" 1'S ffi< ~ ,. .1Il z ,r- III a? n >\ :;<5 ,..,. ~ .... ~ III <: , c:> g ~ n 0 '0 II: ,..,. . '~ :r ~ III z ::l ,. Q, II: m ." .... ::l n ~ (I) .. -0 ZtJi , <,; ~W g~ gf? ... n Z. e.~ tAll'i m ......... ....,..,. ....,..,. ~ 'O:z: '0' '0 ' o! $~ :z: :!l 00 '->0 n ....... O. ~ =Z ffi::>1 w. gJn m ... '" 'I:J \Dn '" ~@ ;::!8 U'\ 0 Z .. ...... ............ 0 Ow 0 OCD z "'"'w U1~ WI\> 0:: \,l\ \D .. \D '" 0 ~ m , :ll ~ ." m 0 W I\> C1\ 0 i" !:1 ...... ...... ...... ~ m ~ " ...... ...... IV m ,. e m ~ \,l\ IV 0 ... m c: ...... 0- ." ~ ~ ~ Ul \P \D ;;; m CD fJI 0:>, g m "' u>. '" '-' Z 0:: :ll m :;i 0 0 1JI 0 g?~ E:' W.5' ~ 0 ro .. c.,C'8 i IV "B- e 0"'0 I = ......tAl <: ........m tIl.... 0 0 T.g ......."IDIDtJlg m ... " .. ~ .g ~:'B ~~ :ll IV . 1i Q'\ = ~t:l ~liilb~?~" m ...... G'l :E 0:> .... 3 . -.J ...... ~$ gRJf~G'l:~ ~!1 b HI :ll 0 M;!: i~....tIl !llo ...... '< m ;.~ -0 1-1 mo I ...... '!' , A )ll HI. C,;' ...... III ~ lLl~ 8'~~~ =~ IV .. \,l\ li5~ 1'ilD:t:...... ~ %0 C1\ OcrIDID~ >z rt . 1:'0 ~~ ;jI-I1h~a., ~Cl' f~~' ~ "'''',8' 5~'"1'1 ')-'2; ,..... ...... Sl."'I>'l~ ......tAl ~~a-'tl lID u::ro CDm tD I Ul:r '0'<: ,..,. " :r " C CITIZENS .. INvEsna:NT Sl!RVlcrs CORP. aoo Ham:oclc Street Quincy. MA O~I 69 ~ September 27,2002 James, Smith, Durkin, and Connelly, LLP PO Box 650 Hershey PA 17033 Re: Account No: 57423410 Registraticm: JosephD. Gilfoyle Dear Sir or Madam: This letter is in regards to the above-referenced account. Please extend my condolences to the family and friends af Joseph D Gilfoyle regarding his passing. Below is the balance information, as afMarch 6, 2002. Dr. Gemrd P. Gilfoyle, executor for Joseph Gilfoyle, requested we forward this infotmation to you: ii*iliW;iimil;Nail~H1jW"%f ;'iW~iiiiiiail\f,iiil!~iMii! ...'...'...... iNa'tlliil\f,iiliiliiiNiiUii, i:riiiiiQ.'ifllffl"Jjjl1iliiiltW .:.".".:., Dreyfus Premier MImi 3 , 123 .048 1 5.55 $48,563 40 Bond Fund Class-B We hope that this infonnation is helpful. Should you have any further questions, please call Citizens Investment Customer Service Group an -800- 942-8300. We are available Monday through Friday, 8:00 am. to 5:00 p.m We will be happy to assist you. Sincerely, ~~t/3 ~ Kevin B Christian CISC Operations Specialist Citizeos !Dvcszment Scnices Corp. Member NASD, StPC. 000 Citiztm Plaza, Prmdcnte, RI 02903. (8001942-8300. In MassachusettS, ios= is off=d thtough Citizeos FJtWlCial Semces In5urana: Ageocy, 12oo!lam:oclc Sa=, Quincy. MA 02169. Citizeos lnvutmeDt Setvices Cotp. and Citizeos FllWJciaJ Sem= lnsunma: Ap:uq- "'" aHili.o... 01 Citiz:m Bani:. I . Not FDIC Insured. No IlanIc Guannl<< . Not A DepoRt. May Lo", Value. Not lnsutOd By Aoy F.dcraJ Govcmmcnt Agcn", I .. May 13,2002 Advanced Advisor Group James, Smith, Durkin & Connelly LLP Stephanie 1. Gaffey PO Box 650 Hershey, PA 17033 Devid R. Lyon Senior Financial Advisor RE: Joseph D. Gilfoyle, 187-01-1256 Americen Express Financial Advisors Inc. IDS Ule Insurence Compan Suite 201 5006 East T rindle Road Mechanicsburg. PA 17050 Bus: 717.441.4801 Bus: B77.460.B120 Fax: 717.441.4808 Stephanie, At the time of Joseph's death, he had one active account with American Express Financial Advisors, Inc. as per his account statement, enclosed for your reference. There was no change of ownership or registration within the past year. Please find enclosed two copies ofform 33047 P, Death Claim Statement, one for each of Joseph's beneficiaries, Timothy and Gerard Gilfoyle. Joseph had named his living, lawful children in equal shares as beneficiaries on his account. As noted on the voice mail that I left for you, we need a certified Certificate of Death. A photocopy is not acceptable. I have also enclosed for your reference a listing of Joseph's beneficiaries as outlined by our corporate office. If you have any questions or concerns, please feel free to contact me or my assistants, Diane Woratyla or David Berkebile, at my office 717-441-4801. Sincerely, UJJ !(~~~ David R Lyon Senior Financial Advisor Advanced Advisor Group American Express Financial Advisors inc. Member NASD. An AEFA associated linancial advisor franchise. Insurance and annuities are issued by IDS Life Insurance Company, an American Express company. American Express Company is separate from American Express Financial Advisors Inc. and is not a brOKer-dealer s. Beneficiary Information We have the following beneficiaries on record for the deceased's accounts. Account Number. 93006050027 7 004 Designation: PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES TIMOTHY J GILFOYLE CHILD GERARD P GILFOYLE CHILD 100.00% Insurance and annuities are issued by IDS ute Insurance Company, an American Express company. American Express BrokBrage is pnMded by American Exprass Financiel Advisors Inc. American Exprass Finencial Advisors Inc. Member IIASD. American Express Company is separatB from American Express Anancial Advisors Inc. and is not a broker-dealer. . 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CP tI:l ... w '" I: W .. ... en - ~ - '" 3 - '" ::I ... - 8 0 -.., 'T1 S. ~ ::I n 5. ." CD ... 2 w -< ;::> n ... n 80 .... == ::I - '" Cl ~ o C ." Z c 3 .,. It ~ " .., .., o ~ ~ co ~ "~ ~" ~. " 3 It ~ Q " It ~ "ll It In In 8 ~ !;: n n "~n ~-".. ..0. ..3 " ~..'" ~.< "0.0 ;-4= L~ ol> '0" is "c ." ..- o. S. o .. ADI 0044' Adve U462 S_ 51303 MemberslST FEDERAL CREDIT UNION INSURANCE DEPARTMENT c:. 5000 Louise Drive P. O. Box 40 Mechanicsburg, P A 17055 1-800-283-2328 or (717) 697-1161 ACCOUNT TITLE: Joseph D. Gllfoyle-Llving Trust REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 169563 -00 07/26/1997 $25.49 $.00 $25.49 None CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Eamed from 1/1/02 to Date of Death Name of Joint Owner 169563 -41 1 YR 01/26.2000 $22,569.75 $7.95 $22,5n.70 $152.37 None 169563 -42 1 YR 01/26/2000 $n,351.14 $27.23 $n,378.37 $792.95 None Mf'1BERS 1~ F~ CREDIT UNION ~?-( Denise A. Anders Insurance Products Supervisor May 17, 2002 Estate of: JOSEPH D. GII.FOYI.E Date of Death: 03/06/2002 Social Security Number: 187-01-1256 Membersl5T FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 May 17, 2002 Stephanie L. Gaffey James, Smith, Durkin & Connelly PO Box 650 Hershey, PA 17033 RE: Estate of Joseph D. Gilfoyle SSIN 187-01-1256 Dear Ms. Gaffey, Enclosed is the information requested in your letter of May 2, 2002 regarding the accounts held with Members 181 by Joseph Gilfoyle. Please do not hesitate to contact me at 795.5131 should you have any questions or require additional information. ~:you:s~ ~. Jb\J~e A. ~ Insurance Products Supervisor anders@members1 st.ore Enclosure .: CITIZENS BANK <::-.. Friday, May 03, 2002 Account Number Account Tftle 142-402-6480 Joseph D Gilloyle Account Type: DO 00355-015760 Joseph D Gilloyle Date Opened: 01/01/1962 Principal Sal Int from Last as of 000 Posting to 000 $4,050.96 $0.00 Date Opened: 04/02/1999 Principal Sal Int from Last as of ODD Posting to DOD $54,208.68 $20.15 Date Opened: 04/26/1993 Principal Sal Int from Last as of 000 Posting to 000 040141.529 Joseph D Gilloyle M Dorothy Gilloyle Account Sal as of 000 $4,050.96 YTD Int to DOD $0.00 Account Type: SA Account Sal YTD Int to as of 000 DOD $54,228.83 $243.33 Account Type: LC Account Sal YTD Int to as of 000 000 Page 2 of 2 .; CITIZENS BANK P.O. Box 7899 Philadelphia, PA 19101-7899 May 03,2002 James Smith Durkin & Connelly, LLP Law Offices 134 Sipe Avenue Hummelstown, PA 17036 Estate Of Joseph D Gilfoyle Date of Death: 03/06/2002 SSN 187-01-1256 Dear SirlMadam: In accordance with your request, the attached infonnation sheet has been provided in the above decedent's name as of bislher date of death. For II., or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call (215) 553-1585. Sincerely, ~'f~ ..-LL Deposit Support Services 199-5355 Page I of 2 ... \ Diocese of' Hamsburg Post Office Box 3651 Harrisburg, Pennsylvania 17105 Phone 717/ 657 -4804 Office of Financial Administration May 6, 2002 Stephanie 1. Gaffey Paralegal PO Box 650 Hershey, P A 17033 Dear Ms. Gaffey: This will acknowledge receipt of your letter dated May 2, 2002 regarding the account of Joseph D. Gilfoyle. . Account 01-15810 was origiIllillysetllJl'lis a savings account on July 1, 1974 in the name of Joseph D. GilfoylecanlLM.Dorothy,Gilfoyle. The account was changedonFebruaryl1l-;'1'99Srto read thdoseph D. Gilfoyle and M. Dorothy Gilfoyle Living Trust>. PriorioDecember 199&, :the account was changed read the Joseph D. Gilfoyle LivingTrust." . The date of death balance was $5,3&8.18 and the accrued interest was $2.70. The accrued interest earned from January 1 to March 6, 2002 was $84.72. Gerard and Timothy Gilfoylecame to the Financial Office on ;llp"i'129, 2002 to close out this account and a check was made payable to the Estate of Joseph D. Gilfoyle. If you have any questions, please feel free to call. Sincerely, {?kf I~ Cindy Pollock Accounting Clerk DIOCESAN CENTER - 4800 Union Oepos~ Road STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOSEPH D. GILFOYLE Date of Death: March 6, 2002 Will No. Admin. No. 2002-00426 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe 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 Orphan's 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 ofthe Orphans' Court and may be attached to this report. Date: ~-I?./d.2 ~ 7JJ.~ 19nature Donna M. Mullin, Esquire JAMES, SMITH, DURKIN & CONNELLY 134 Sipe Avenue Hummelstown, P A 17036 (717) 533-3280 Capacity: Personal representative Counsel for personal representative X (;j oil J\\II''>''II'' I)"""",,, (,,,,,,,\ III' 1\\\ (JIIII I' J.S.).( June 5, 2002 .OZ JJ;'~ -t:: P:) ::~;t} HAND DELIVERED Mary C. Lewis, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 {t., r~l,J:n1 RE: ESTATE OF JOSEPH D. GILFOYLE, DECEASED NO. 2002-00426 Dear Ms. Lewis: I am enclosing herewith a check made payable to the Register of Wills, Agent in the amount of $12,000.00 representing the 90-day payment on the Pennsylvania Inheritance Tax. Please record the payment and issue a receipt for the same. Thank you for your attention in this matter. Sincerely, ~':THt&1~N & CONNELLY ~~ie L. Gaffey Paralegal :slg Enclosure Stephanie L. Gaffey Paralegal slg@jsdlega1.com 134 SI PE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS PO BOX 650 HERSHEY, PA 17033 TOLL FREE 1.800.942.3660 TEL 717.533.3280 FAX 717.533.7771 www.jamesestateplan.com \. /?-6t'J - b BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-13-2003 GILFOVLE 03-06-2002 21 02-0426 CUMBERLAND 101 DONNA M MULLIN JAMES HAL 134 SIPE AVE HUMMELSTOWN ... ! ESQ PA 17036-Q~J$ *' REY-1547 EX AFP IDl-OS' JOSEPH D Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 48.563.40 .00 .00 63.100.47 .00 201. 725.01 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4-j-i3f-AFP--foY=oiY-NOYici--OF-YNHiiiiTANCE-YAX-APPRA-isiii'ENT~--ALi-oWANCE-iri------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GILFOVLE JOSEPH D FILE NO. 21 02-0426 ACN 101 DATE 01-13-2003 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. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 9,823.46 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 313,388.88 22.283 46 291,105.42 .00 291,105.42 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 291,105.42 X 045 = 13,099.74 .00 X 12 = .00 .00 X 15 = .00 (19)= 13,099.74 12.460.00 (11) (12) (13) (14) ~..._n. l+j AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 06-05-2002 CDOO1255 631. 58 12,000.00 11-19-2002 CDOO1865 .00 468.16 TOTAL TAX CREDIT 13,099.74 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)