HomeMy WebLinkAbout02-0767'I' r
Register of Wills of Cumberland, County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of DOROTHY C. GERBER No._ ~,- ~2-'ll0l
Also known as
. Deceased Social Security No. 205-09-6246
NANCY L. SMITH
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of
the Decedent, dated JULY 3, 2002 and codicil(s) dated
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 to victim of a killing and was never adjudicated incompetent:
^ B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente life; durance 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:
Name Relationshi Residence
COMPLETE IN ALL CASES: (Attach additional sheets if necessary).
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at
111 June Drive. Camp Hitl, Camp Hill Borough Cumberland County, PA 17011
(List street, number and municipality}
Decedent, then 84 years of age, died July 31, 2002, at Messiah Village, 100 Mt. Allen Drive. Mechanicsburg Cumberland County PA
17055
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property .....................................................................$ 417.200.00
(If not domiciled in PA) Personal property in Pennsylvania .....................................$
(If not domiciled in PA) Personal property in County .....................................................$
Value of real estate in Pennsylvania ......................................................................................................................$ 155.000.00
Total ......................................................................................................... $ 626,200.00
Real Estate situated as follows: 111 June Drive Camp Hill Borough of Camp Hill Cumberland County, PA
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Si nature T ed or rinted name and residence
~' ''
u-'~C ~- Nancy L. Smith
112. June Drive
Cam Hill, PA 17011
)~~ - ~-U
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Commonwealth of Pennsylvania
County of Cumberland
Oath of Personal Representative
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the
Decedent, Petitioner will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed Rome ~^~ ~ ~2!
NANCY L. ITH
Before me this 23rd day of
AUGUST ,2002
1'
ACTING REGISTER OF
4
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No. Z1-~2-"1,~A'l
Estate of DOROTHY C. GERBER ,Deceased
Social Security No: 205-09-6246 Date of Death: July 31, 2002
AND NOW, AUGUST 23, 2002 , 2002, in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters / Testamentary ~ of Administration
d.b.n.c.t.a.; pendente lire; durante absentia; durante minoritate
are hereby granted to NANCY L. SMITH
in the above estate and that the instrument(s) dated JULY 3, 2002 described in the
Petition be admitted to probate and filed of record as the last Will of the Decedent.
FEES
Letters ...............
Short Certificate(s)
Renunciation .............
Affidavit ( ) ..................
Extra Pages ( ).......
Codicil ............................
JCP Fee .......................
Inventory ......................
Other ..............................
$ 410.00
$ 30.00
$ 15.00
TOTAL......... $ 460.00
filed 8-23-2002
maialed to arty 8-23-2002
Attorney: EDMUND G. MYERS, ESQUIRE
I.D. No: 20558
Address: Johnson, Duffie, Stewart & Weidner,
301 Market Street. P.O. Box 109, Lemoyne, PA 17043-
Telephone: 717-761-4540
~-._s i>~ ro certtty Czar tie information here given is correcth~ copied fror~~ an original certificate of death duly filed with me as
Lo:,,l :Z,_~~isn-ar Ti)e ongical certificate w[11 be forwarded ro the Srare Viral Records Office for perTnanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
1=ee for Lhis certificate, $2.00
,1 ..-, .:'.,-~' ~ rte, ~s
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Local Registrar
8463~9~
No.
Dace
)Rey ve7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
STATE rrlE NUMBER
NAME OF OECEDE NT IFiry. M,dole. Lavl '_ LL SEK ~' $G41AL SECURITY NUMBEq GATE OF DEATH ,MCrah. Day. baN
~. Dvna~hy C. Genben :. Femme ~. 205 - 09 - 6246 .. Judy 31, 2002
AGE (LdN Baltwayl UNDER t YEAp UNDER !DAY DATE OF BIRTH BNRNPUCE ICdy end PLACE OF DEATH ICntrA auy «w -- , y,nsuuctnra on,ane, vDel
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004280-00001 /7.3.021E GM/KLT/160233.2
~.~~t ~i~Y ~cr~~ ?l~e~t~n~e~t
OF
DOROTHY C. GERBER
21-02-767
I, DOROTHY C. GERBER, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently maybe done.
ARTICLE II
TANGIBLE PERSONAL PROPERTY
I give and bequeath my automobile(s), household and personal effects and other tangible
personalty of like nature (not including cash or securities), together with any existing insurance
thereon, unto my sister, NANCY L. SMITH, if she survives me.
ARTICLE III
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my estate, of whatever
nature and wherever situate, as follows:
A. Five (5%) percent thereof my friend, KATHRYN ROSE, Wilkes-Barre,
Pennsylvania, if she survives me. If my friend, KATHRYN ROSE, predeceases
004280-00001 /7.3.02fE GMIKLT/160233.2
me, I direct that this five (5%) percent shall be distributed under Paragraph B of this
Article III; and
B. Ninety-Five (95%) percent thereof unto my sister, NANCY L. SMITH, if she
survives me. If my sister, NANCY L. SMITH, predeceases me, I give, devise and
bequeath the same in equal shares unto my friends, JOHN ~ WISE, JR. and ,~
JOHN G. SCHNEIDERHAN, both of Mechanicsburg, Pennsylvania, or the
survivor of them.
ARTICLE IV
POWERS OF PERSONAL REPRESENTATIVE
My Personal Representative(s) shall have the following powers in addition to those vested
in them by law and by other provisions of my Will applicable to all property, whether principal or
income, including property held for minors, exercisable without court approval and effective until
actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as they may determine.
B. To retain any or all of the assets of my estate, real or personal, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper, without
regard to any principle of diversification or risk.
C. To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of
diversification or risk.
2
004280-00001/7.3.02/EGM/KLT/160233.2
D. To sell at public or private sale, to exchange, or to lease for any period of time any
real or personal property and to give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to each as they
from time to time think proper.
F. To compromise any claim or controversy.
G. To make such elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift, generation skipping or other tax refunds and the
payment of such taxes as my Personal Representative and/or Trustee shall deem
appropriate, without obligation to adjust the distributed share of any person thereby
affected.
ARTICLE V
APPOINTMENT OF PERSONAL REPRESENTATIVE
I name, constitute and appoint my sister, NANCY L. SMITH, Executrix of this my Last
Will and Testament. Should my sister, NANCY L. SMITH, fail to qualify or cease to so act, I
name, constitute and appoint my friend, JOHN ~ WISE, JR., alternate Executor to complete
the administration of my estate, and should he also fail to qualify or cease to so act, I name,
constitute and appoint my friend, JOHN G. SCHNEIDERHAN, alternate Executor to complete
the administration of my estate. I direct that no fiduciary appointed herein shall be required to
post bond for the faithful administration of the duties required in any jurisdiction.
~. ~"'~
;---
3
004280-0000117.3.02/EGM/KLT/160233.2
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, this ~ ~ ~'( day of 2002.
~~~~ G.. ~.~,~ (SEAL)
DOROTH C. GERBER
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
~~~«,y71
4
004280-00001 /7.3.02/EGMlKLT/160233.2
AFFIDAVIT AND ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
`/
We, DOROTHY C. GERBER, ~ V 'e- ~`2,~1, K, and
(\ ~ ~ N t f ~p • ~ ~ ° ~t F-~~ ' ,the Testatrix and the witnesses, respectively,
whose names are signed to the a tached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly and that she executed it as her free and voluntary act for
the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or undue influence.
~~~ c. y
DOROTH C. GERBER
Witne~/
(~1 1:I
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Subscribed, sworn to and acknowledged before me by DOROTHY C. GERBER,
Testatrix, and subscribed and sworn to before me by C~.~,,,~c~, and
~cc1 itnesses, this ~ ay of _ , 2002.
Edmund G. Myers
Attorney I.D. #20558
5
004280-00001/7.3.02(EGM/KLT1160233.2
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
On this, the 3 ^~-~ day of `~.~~--~~ , 2002, before me, the
undersigned officer, personally appeared EDMUND G. MYERS, Attorney I.D. #20558, known
to me (or satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania
and certified that he was personally present when the foregoing acknowledgement and affidavit
were signed by the Testatrix and the witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~ 4 (SEAL)
Notary Public
NUTARlAL SEAL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2005
6
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV- 1500 EX + (6-00)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
GERBER Doroth C.
DATE OF DEATH (MM-DD-YEAA)
07/31/2002 03 27 1918
(IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2.
40.
Supplemental Return
Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach copy of Trust)
(Attach copy of Will)
D 9. litigation Proceeds Received
FILE NUMBER
1/
OFFICIAL USE ONLY
21-02-0767
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
205-09-6246
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1
D 10. Spousal Poverty Credit
(date of death between 12~31-91 and 1-1-95)
THISSECTrolil:MUSTl!le:C_t~EA.A~t'ctlIRE . l\l i:;lj" "0Jil DlN:r :':'t~,tlJ:
NAME COMPLETE MAILING ADDRESS
Edmund G. M ers
FIRM NAME (If Applicable)
Johnson, Duffie, Stewart & Weidner
TELEPHONE NUMBER
D
3. date of death
. Remamder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
P. O. Box 109
301 Market Street
Lemoyne, PA 17043-0109
71 761-4540
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)
&. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
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)
(1)
(2)
(3)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00
0.00
485,300.71
25,542.14
Copyright (c) 2000 form software only The Lackner Group, Inc.
115,900.00
11,489:22
None
None
411,624.41
None
None
14,797.25
13,373.53
x
X
X
X
"0 0
.0 45
.12
.15
OFFICIAL USE ONLY
(8) 539,013.63
(11) 28.170.78
(12) 510,842.85
(13)
(14) 510,842.85
(15)
(16)
(17)
(18)
(19)
0.00
0.00
58,236.08
3.831.32
62,067.40
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
III June Drive
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
62,067.40
0.00
53,000.00
2,789.47
Total Credits ( A + B + C) (2)
55,789.47
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
6,277.93
0.00
6,277.93
(4)
(5)
(SA)
Yes No
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o
o
IT]
IT]
IT]
Under penalties at 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 FlUNG RETURN Nancy L. SMITH
112 June Drive
---Can, - -Hili:; - PA - -r-ioil--- --- - -- - --- --- - -- - -- ---
THERTHAN REPRESENTATIVE Johnson, Duffie, Stewart & Weidner
P. O. Box 109
. - -r:emc;-ne--. PA- - -i7()43 ~C)i09- - --- -- - -_. - -- - --.
DATE
~/~,/o?-
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 (al (1.1) (il].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or tor the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ij)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate Imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent. or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%" except as noted in 72 P.S. 9116( 1.2)
[72 PS 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(0.)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
RE,V- 1502 EX "'(1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Dorothy C. GERBER SS# 205-09-6246 07/31/2002 21-02-0767
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Residence located at III June Drive, Lot 55, Block A, Trindle 115,900.00
Village, Borough of Camp Hill, Cumberland County, Pennsylvania.
Valued as per attached Settlement Sheet from sale of Residence
for contracted sales price.
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
115,900.00
Farm REV-1502 EX (Rev. 1-97)
RE,V-1S03 EX "'(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Dorothy C. GERBER
SSfl 205-09-6246
07/31/2002
21-02-0767
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 639 shares Waypoint Financial Corporation. Stock valued 17.98 11 ,489.22
using Estate Val attached hereto, CUSIP #946756103
TOTAL (Also enter on line 2, Recapitulation) 11,489.22
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 1996 torm software only CPSystems, Inc,
Form REV-1503 EX (Rev. 1-97)
RE,v'-1S08 EX ,"(1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlDENT DECEDENT
ESTATE OF
Dorothy C. GERBER
FILE NUMBER
21-02-0767
SS1! 205-09-6246
07/31/2002
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 AARP Credit
10
11
12
13
14
15
DESCRIPTION
VALUE AT DATE
OF DEATH
20.62
2
Cash received
152.52
3
A11first Checking Account No. 0036896489
50,620.15
Accrued income on item 3 through date of death
2.08
4
Comcast Cable - Refund payment to Account No. 5250092901
156.48
5
Commerce Bank Premier Savings Account No. 0616262548
20,155.53
Accrued income on item 5 through date of death
26.06
6
Members First Federal Credit Union Checking Account No. 164510-11
4.52
7
Members First Federal Credit Union Investment Savings Account No.
164510-05
88,826.04
Accrued income on item 7 through date of death
169.18
8
Members First Federal Credit Union Savings Account No. 164510-00
25.94
9
One James Plaza Condominium Association, Inc. - Refund on
vacation rental
291. 00
Pennsylvania State Employees Credit Union - Regular Account
168.46
Pennsylvania State Employees Credit Union Money Market
93,447.87
PNC Bank Savings Account No. 5130071205
90,472.26
Accrued income on item 12 through date of death
92.72
Refund of Pennsylvania 2002 State Income Tax Return
335.00
Refund of 2002 Final Income Tax Return
3,513.00
Reimbursement to Estate for taxes paid by Decedent _
Reimbursement of:
County/Ci ty Tax
School Tax
Sewer
Reimbursed as per attached
on November 21, 2002
1,130.19
72 .58
1,044.50
13.11
Settlement
Sheet from sale of propert)
Total of Continuation Schedule(s)
62,014.79
TOTAL (Also enter on line 5, Recapitulation) S 411, 62'+..41
(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)
Estate of: Dorothy C. GERBER
Soc Sec #: 205-09-6246
Date of Death: 07/31/2002
Item
1/
Continuation of Schedule E
(Cash, Bank Deposits & Miscellaneous Personal Property)
Description
Value at Date
of Death
16
Reimbursment to Estate from Verizon for Account
17
Selective Insurance Company of America - Car Insurance Refund
18
The Patriot News Refund on Account
19
Waypoint Bank Checking Account No. 503008405
Accrued income on item 19 through date of death
20
1990 Nissan Sentra- Proceeds from Sale
21
Costea's Auction Service. Appraised value of Decedent's Personal
Property (Attached hereto).
4.33
362.00
100.70
56,931.22
56.5t,
1,600.00
2,960.00
62,014.79
RE.v'-1511 EX +"(1-97)
ESTATE OF
Dorothy C. GERBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
55!r 205-09-6246
07/31/2002
FILE NUMBER
21-02-0767
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Brackendorf Memorials 195.00
2 Fee paid to Pastor for Memorial Service 75.00
3 Funeral Luncheon for Family 37.06
4 Funeral Wreath 106.00
Total of Continuation 5chedule(s) 1,115.00
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees Johnson, Duffie, Stewart & Weidner 12,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 460.00
5. Accountant's Fees 95.00
6. Tax: Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland County Register of Wills - Filing Fee for Inheritance 25.00
Tax Return and Inventory
2 The Cumberland Law Journal - Notice of Estate Administration 75.00
3 The Patriot News - Notice of Estate Administration 114.19
TOTAL (Also enter on line 9, Recapitulation) $ 14,797.25
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 7996 form software only CPSystems, Inc:.
Form REV-1511 EX (Rev. 1-97)
Estate of: Dorothy C. GERBER
Soc See #: 205-09-6246
Date of Death: 07/31/2002
Item
1/
Description
Continuation of Schedule H-A
(Funeral Expenses)
Amount
5
The Cremation Society of Pennsylvania
1,115.00
1,115.00
Estate of: Dorothy C. GERBER
Soc See #: 205-09-6246
Date of Death: 07/31/2002
Continuation of Schedule H-B2
(Attorney's Fees)
Item
II
Description
Amount
1
Johnson, Duffie, Stewart & Weidner
12,500.00
12,500.00
Estate of: Dorothy C. GERBER
Soc Sec #: 205-09-6246
Date of Death: 07/31/2002
Continuation of Schedule H-B4
(Probate Fees)
Item
II
Description
Amount
1
Cumberland County Regsiter of Wills
460.00
460.00
Estate of: Dorothy C. GERBER
Soc Sec #: 205-09-6246
Date of Death: 07/31/102
Continuation of Schedule H-B5
(Accountant's Fees)
Item
II
Description
Amount
1
Steven Semonic, CPA
95.00
95.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETIV< RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy C. GERBER
REiV-1512 EX ..(1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
FILE NUMBER
21-02-0767
SSff 205 - 09 - 6246
07/31/2002
Include unreimbursed medical expenses.
ITEM
NUMBER
1
10
11
12
13
14
15
DESCRIPTION .
A11first Checking Account No. 0036896489 - Checks Clearing After
Date of Death
AMOUNT
39.55
2
Bank Fee for Estate Checks
8.50
3
Camp Hill Borough Sewer Bill
60.00
4
Expenses for maintaining residence
105.00
5
Pennsylvania American Water Company
44.47
6
Pennsylvania State Employees Credit Union Estate Savings Account
- Bank Fee
1.00
7
Pennsylvania State Employees Retirement System - Reimbursement
for Payment to Decedent in August
467.06
8
Pinnacle Health Hospice - Payment for Decedent for stay at
Messiah Village
662.22
9
PP&L Electric Company
81, .1+5
Selective Insurance Company of America
23.00
Settlement charges deducted from sale price of Decedent's
residence as per attached Settlement Sheet from sale of property
on November 21, 2002
11,745.50
The Patriot News
28.80
VGI Gas Company
55.65
Verizon Telephone - Final Bill
20.00
York Waste Disposal, Inc.
28.33
TOTAL (Also enter on line 10, Recapitulation) $ 13,373.53
(If more space IS needed, insert additional sheets of the same size)
Copyright (c) 1996 form sottware only CPSysterns, Inc. Form REV-1512 EX (Rev. 1-97)
REV'-1S13 EX +'(9-00)
ESTATE OF
Dorothv C. GERBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETIV< RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
SSI! 205-09-6246
07/31/2002
FILE NUMBER
21-02-0767
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) 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 Kathryn Rose
281 Academy Street
Wilkes-Barre, PA 18702-2338
Niece Five (5%) of
Res idua1
Estate
2
Nancy L. Smith
112 June Drive
Camp Hill, PA 17011
Sister
Ninety-Five
(95%) of
Residual
Estate
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
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
Form REV-1513 EX (Rev_ 9-00)
TABLE OF EXHIBITS
For
THE ESTATE OF DOROTHY C. GERBER
Exhibit A
Last Will and Testament of Dorothy C. Gerber dated July 3, 2002
Exhibit B
Settlement Sheet for the sale of Decedent's property located at 111 June
Drive, Camp Hill, Pennsylvania.
Exhibit C
Estate Val date of death valuation for the Waypoint Financial Stock
Exhibit D
Costea's Auction Service - appraisal of Decedent's personal property
,
-11/
~
JLa~t Will anll m:e~tament
OF
DOROTHY C. GERBER
21-02-767
I, DOROTHY C. GERBER, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts and the expenses afmy last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
TANGmLE PERSONAL PROPERTY
I give and bequeath my automobile(s), household and personal effects and other tangible
personalty of like nature (not including cash or securities), together with any existing insurance
thereon, unto my sister, NANCY L. SMITH, if she survives me.
ARTICLE III
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my estate, of whatever
nature and wherever situate, as follows:
A. Five (5%) percent thereof my friend, KATHRYN ROSE, Wilkes-Barre,
Pennsylvania, if she survives me. If my friend, KATHRYN ROSE, predeceases
me, I direct that this five (5%) percent shall be distributed under Paragraph B of this
Article ill; and
B. Ninety-Five (95%) percent thereof unto my sister, NANCY L. SMITH, if she
survives me. If my sister, NANCY L. SMITH, predeceases me, I give, devise and
bequeath the same in equal shares unto my friends, JOHN ~ WISE, JR. and PP
JOHN G. SCHNEIDERHAN, both of Mechanicsburg, Pennsylvania, or the
survivor of them.
ARTICLE IV
POWERS OF PERSONAL REPRESENTATIVE
My Personal Representative(s) shall have the following powers in addition to those vested
in them by law and by other provisions of my Will applicable to all property, whether principal or
income, including property held for minors, exercisable without court approval and effective until
actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as they may determine.
B. To retain any or all of the assets of my estate, real or personal, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper, without
regard to any principle of diversification or risk.
c. . To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of
diversification or risk.
2
D. To sell at public or private sale, to exchange, or to lease for any period of time any
real or personal property and to give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to each as they
from time to time think proper.
F. To compromise any claim or controversy.
G. To make such elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift, generation skipping or other tax refunds and the
payment of such taxes as my Personal Representative and/or Trustee shall deem
appropriate, without obligation to adjust the distributed share of any person thereby
affected.
ARTICLE V
APPOINTMENT OF PERSONAL REPRESENTATIVE
I name, constitute and appoint my sister, NANCY L. SMITH, Executrix of this my Last
Will and Testament. Should my sister, NANCY L. SMITH, fail to qualifY or cease to so act, I
name, constitute and appoint my friend, JOHN t. WISE, JR., alternate Executor to complete
the administration of my estate, and should he also fail to qualifY or cease to so act, I name,
constitute and appoint my friend, JOHN G. SCHNEIDERHAN, alternate Executor to complete
the administration of my estate. I direct that no fiduciary appointed herein shall be required to
post bond for the faithful administration of the duties required in any jurisdiction.
f).y,~
......---
3
I,
i
i
~
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, this 3{;.1 day of ~ 2002,
~~c.~
DORO C. GERBER
(SEAL)
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses,
So ~~
ftl
EAV '/lI~
. .,
4
'_~""I"'" ",.,~"_',<",._","",_=",,-u,--,,',",,'.'="-...~<"~"'__""'" ,""_~,,_~~,-~._._, __.e'"_..__.".,_,_.-..____...o~'~,~=__" ,-,,,,,",,,,,_,,. .,,"~,.,~~.__..F"C"--".
AFFIDAVIT AND ACKNOWLEDGEMENT
CO+VIMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, DOROTHY C. GERBER, '3()~ ~ ~'€.-N,'K and
---:f),AI-IE I0Dllifjl\MEV'!..j , the Testatrix and the witnesses, respectively,
whose names are signed to the attached or foregomg mstrument, bemg first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly and that she executed it as her free and voluntary act for
SS
the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or undue influence.
~~G.~
DOROT C. GERBER
Subscribed, sworn to and acknowledged before me by DOROTHY C. GERBER,
Testatrix, and subscribed and sworn to before me by ~'~ and
~.l. """--- ~ ~ <,itnesses, this::!' ayof ~, 2002.
!fA-
Edmund G. Myers
Attorney LD. #20558
5
_._,,,..=...".....,.,".__"'<"~.~~~=""",,__'".m.I_.-,
_.-.,."-..~"~_._-".._~,-,..,..,"-''',.,."-,.,,....-.~.,:,....''!'- ."""""'""",,,,,,,>,">..,
COMMONWEALTH OF PENNSYL VANIA
ss:
COUNTY OF CUMBERLAND
. On this, the ':!:. ~ day of ~ \ ~ ' 2002, before me, the
undersigned officer, personally appeared EDMUND . MYERS, Attorney I.D. #20558, known
to me (or satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania
and certified that he was personally present when the foregoing aclrnowledgement and affidavit
were signed by the Testatrix and the witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
.~~
Notary Public
~~
(SEAL)
NOTARIAL SEAL
DIANNE LENIG, Notary Public
lemoyne Borough Cumberland Co.
My CommIssion Expires Dec. 21, 2005
6
)
U. S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMB No. 2502..{)265
SETrLEMENT STATEMENT TiUepro for WlndowsTil
RIVERSIDE LAND TRANSFERS, L.L.C.
307 Market Street B. TYPE OF LOAN
Lemoyne, PA 17043-0109 o 1.FHA 02. FMHA o 3. CONV.UNINS.
(717) 441-1555 O'.VA 05. CONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
130689
MORT. INS. CAse NO.:
C. NOTE: This form Is fumished to give you a statement of actual settlement costs. Amounts pakl to arn:1 by tt\e se~t agent are shown.
Items mliirked -(p.o.c.)" were paid outside the closing; they are ShOWll here for InformaUon purposes and are not Included In the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SeLLER: F. NAME AND ADDRESS OF LENDER
Jason I. Massie Estate of Dorothy C. Gerber, Nancy L. Smith N9t1onat City Mortgage
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: Riverside Land Transfers I. SETrlEMENT DATE:
111 June Drive NO\I 21 2002
lot 55, Block A, Trlndle Village Sec. 1 Thursday
Camp Hill Borough PLACE OF SETrLEMENT: 01:00 PM
Cumberland County, PA
J, SUMMARY OF BORROWER'S TRANSACTION K, SUMMARY OF SELLER'S TRANSACTION
100. Gross Amount Due From Borrower 400. Gross Amount Due to Seller
101. Contract sales price 115,900.00 401. Contract sales price 115,900.00
102. Personal Property 402. Personal Property
103. Settlement Charges (line 1400) 5,541.62 403.
104. 404.
105. 405.
Adjustments for items paid in advance by seller(s) Adjusbnents for Items paid in advance by seller(s)
106. CltylTown tax 406. CltyfTown tax
107. County/Cltytax 11/21/2002 to 12/31/2002 72.58 407. County/City tax 11/21/2002 to 12/31/2002 72.58
108. Assessments 408. Assessments
109. School Tax 11/2112002 to 6130/2003 1,044.50 409. School Tax 11/21/2002 to 6/30/2003 1,044.50
110. Sewer 11/2112002 10 12/31/2002 13.11 410. Sewer 11/21/2002 to 1213112002 13.11
111. 411.
112. 412.
120. Gross Amount Due from Borrower 122,571.81 420. Gross Amount Due to Seller 117,030.19
20(). Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller
01. Deposit or earnest money 2,000.00 501. Excess deposit (see InstsucUons)
02. Principal Amount of flew loan(s) 114,952.00 502. Settlement charges to seller (line 1400) 10,668.84
203. Existing loan(s) Iaken subJecllo 503. ExIsting loan(s) taken SUbject to
204. 504. Payoff (If First Mortgage loan
205. 505. Payoff of Secood Mortgage Loan
06. Seller to Buyer Escrow Credit 1,076.66 506. Seller to Buyer Escrow Credit 1,076.6E
07. Loan Discount Fee Credit 1,149.52 507.
08. 508.
209. 509.
Adjusbnents for items unpaid by Se'!t1er Adjusbnents for Items unpaid by setler
210. CltylTOWlltax 51Q. cltyrrown tax
11. County/Cltytax 511. Counly/Cltytax
212. Assessments 512. Assessments
13. School Tax 513. School Tax
214. 514.
215. 515.
216. 516.
217. 517.
18. 518.
219. 519.
20. Total Paid By/For Borrower 119,178.18 520. Total Reduction Amount Due Seller 11,74'.50
300. CASH AT SETTLEMENT FromfTo BORROWER 600. CASH AT SETrLEMENT To/From SELLER
301. Gross Amt. due from borrower (line 120) 122,571.81 601. Gross Amount due Setler (line 420) 117,03.0.19
302. Less Amt. paid by/for borrower (line 220) 119,178.18 502. Less reducUon In Amldue Seller (line 520) 11,745.50
303. Cash!:8J FROM 070 Borrower 3,393.63 603. Cash\Z'lTO o FROM SeUer 105,284.69
Buyer or Borrower's Signature
Seller's Signature
I..Uln.1
L SEITLEMENT CHARGES Paid From Paid From
700. Total Sales Commission based on Price: $ 115,900.00 6.00 % Borrower's Seller's
Division of Comml~slon at: $ 6,954.00 Total Funds AI Funds At
701. 3,502.00 ERA.NRT, Inc. Settlement Settlement
702. 3,452.00 Cenlury21 AtTlle Helm
703. Commission paid al Settlement I 6,954.00
704. I I
"'0. Ilems Payable In Connection Wllh Loan
801. Loan Originalion Fee National City Mortgage 1.,124.23
802. Loan Discounl National City Mortgage
803. APpraisa[ Fee to Natlona[ City Mortgage 300.00
804. Credit Report to cac Credit Services 16.00
805. [nspecllon Fee to National City Mortgage 50.00
806. Mcrt.gage Insur9TIce to
807. Assumption Fee 10
"'8. Tax Service Fee 10 National.C\ty Mortgage 77.00
809. Flood Cert Fee 10 National City Mortgage 17.00
810.
811.
800. Ilems Required By Lender To Be Paid In Advance
901. Interest 'om 1112112002 to 11/3012002 @ 19.68 /D" 196.80
902. Mortgage Ins. Premium 0 Months to FHA One Time MIP 2,529.52
90'. Hazard Ins. Premium , Years to Erie 273.00{poc}
904. 0 Years to
905. 0 Years to
1000. Reserves Deposited WIth Lender For
1001. Hazard Insurance , MonthS@$ 22.75 iMonth 68.25
1002. Mortgage Insurance 1 Months@$ 46.59 IMonth 46.59
1003. CltyfTown Taxes 0 Months@$ IMonth
1004. County Taxes 9 Months@$ 53.94 /Month 485.46
1005. Assessments 0 Months@$ /Month
1008. School raxes 5 Monlhs@$ 140.50 IMonth 702.50
1007. 0 MonthS@$ /Month
1008. Agg. Adj. 0 MorIths@S lMon\h (226.14)
1100. TItle Charges
1101. Settlement or dosing fee to
1102. Abstract or tiUe search
1103. Title Examination
1104. T[lIe Insurance Binder
1105. Documsnt preparation Johnson Duffie, et a[
11(}6. Notal)' fees Cash 20.00
1107. Attorney's tees
(lnc[udes above Items No.:)
110B. TltJeJnsurance Rlvers[de Land Transfers ...
(Includes above [terns No.:) 1101.1104,1105 baslc100l300/5.1
1109. Lender'S covernge $ 114,952.00
1110. Owner's coverage $ 115,900.00
1111. Wire Fee to Riverside Land Transfers
1112. Closing Service Leiter to Riverside Land Transfers I I 35.00
1113. Express Mail to Rivers[de Land Transfers I I 22.50
1200. Government Recording and Transfer Charges
1201. Recording Fees : Deed $ 40.50 Mortgage $ 5Q.50 ReleaseS 91.00
1202. City/County tax/stamps: Deed S 1,159.00 Mortgage $ 811.21 347.79
1203. State tax/stamps: Deed $1,159.00 MortgageS 1,159.00
1204. POA Recording Fee 10 Recorder of Deeds 17.00
1205. Revocation of Power of Altomey to Recorder of D6eds 17.00
1300. Additional Settlement Charges
1301. Survey 10
1302. Pest Inspection to Penn Pest 35.00
1303. Home Warranty to American Home Shle[d
1304. Transaction Fee to Century 21 At The He[m 125.00
1305. Transaction Fee to ERA.NRT, Inc. 100.00
1400. Total Settlement Charges (enter on lines 103 & 502, Sections J & K~ 5,541.62 10,66B.84
Parties agree that no liability Is assumed by Settlement Agent fof the accuracy of Information fumls.hed oy o\hen; a& shewn CI'\ tt1l1l HUD.1 Settlement Slatement.
HUD CERTIFICATION OF BUYERS AND SElLERS
[ have carefully reviewed \he HUD.1 Selllement Statement and to the besl of my knowledge and belief, Ills a true and accurate statement of all receipts and
dl~b emet\ts made on my ac t by me In \his transacllon. I turther certify thai I have received a copy of the HUD.1 SQIlIement S tement.
~
rrower'sSlgnature .
7L-,...-?"I~
Buyer'. Addrass & Phone:
/J-.; ~_/~ ~
L~''--''I''
~..h~ ~sSignaturo
c.--~J,$- ''''"seller's NewAddrasa & Phone:
s a true and accUrille accovnlof lhis tranaaction_ lha'ffl~Clwi\\ causethf!lfunds\obo disbursed In accordance With this
Setfterne Agent Dale
WARNING: III" II mm.. 10 knnwinolv mll A IllI"", f\1;:lIAr'nAnffi to thA IJnilArt SIllIA" on 1I11" or ;:lnV "Imll;:l( form. PAn>lIIlA" ll00rl mnvlr.llorl I"}\n inr.h,rt'! II fin'! >lnrt
lmnri"nnmflnl. For rtAtFlil"
II h,ld2..
Estate Valuation
Date of Death:
Valuation Date:
Processing Date:
07/31/2002
07/31/2002
08/20/2002
Estate of: Estate of Dorothy Gerber
Account: 100B/01
Report Type: Date of Death
Number of Securities: 1
File ID: GERBER
Shares
or Par
Security
Description
High/Ask
Low/Bid
Mean and/or Div and Int
Adjustments Accruals
Security
Value
1)
639 WAYP01NT F1NL CORP 19467561031
NASDAQ
07/31/2002
18.13000
17 . 63000 H/L
oiv: 0.1 Ex: 07/31/2002 Rec: 08/02/2002 Pay: 08/15/2002
17.880000
+ 0.100000
17.980000
11.489.22
Total Value:
Total Accrual:
Total: $11,489.22
$11,489.22
$0.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (81B) 313-6300. (Revision 6.4.0)
,
{!01Ua. ~ c:lfuation dE!LUi&.
AUCTIONEERS & APPRAISERS
208 CREEKWOOD DRIVE' CAMP HIlL, PA 17011
PHONE (717) 737-0000
September 19,2002
Appraisal of estate of:
Dorothy Gerber
III June drive
Camp Hill Pa
LiVIng room
Upholstered chair
Two lamps (pair
Recliner
Sofa
Upholstered chair
Three end tables
Coffee table
Painting modern
Brass wall sconce
TV
Stool
20.00
25.00
35.00
25.00
20.00
60.00
20.00
25.00
35.00
35.00
15.00
Dinin!! room
Table and four chairs
China service for 12 (pearl)
Cut glass pitcher
Cut glass nappy
Masks (four)
Head vase
Wall shelves
Misc Nicknacks and glassware
125.00
150.00
60.00
25.00
40.00
35.00
30.00
75.00
Kitchen
Table and four chairs (white)
Misc pots and pans and small appliances
Refrigerator
Step stool
75.00
25.00
75.00
5.00
Bedroom
Five piece cherry bedroom suite
Figural lamp
Linens
750.00
35.00
35.00
Auction Management and Appraisal Service
Antiques appraised, purchased, sold on consignment
Cloths tree
Small TV
Sewing stand
Mise costume jewelry
Luggage and rack
15.00
35.00
25.00
75.00
15.00
Bedroom two
French style four piece bedroom suite
250.00
Linens
Cedar chest
Two lamps (pair)
25.00
35.00
15.00
Bedroom three
1960 Desk
Two lamps (pair)
Single bed and frame
25.00
10.00
35.00
Basement
Parlor suite maple
35.00
- no _un ____
--- p---- 0------
Hand painted china
Mise Nicknacks
Braided rug
Cedar chest
75.00
85.00
25.00
35.00
-.. - ----r-
Floor lamp
Stool
Two sets of flatware
20.00
15.00
60.00
Garage
Old electric sweeper
Misc yard tools
35.00
75.00
Total
2,960.00
THIS APPRAISAL IS TRUE AND CORRECT TO THE BEST OF MY ABILITY
AS AN AUCTIONEER AND APPRAISER WITH 18 YEARS EXPERIENCE
fJt4c.{1/ ~
MICHAEL COSTEA
LAW OFFICES
JOHNSON, DUFFIE, STEV~IART ~ WEIDNER
A Professional Corporation
JERRY R. DUFFIE 301 MARKET STREET
RICHARD W. STEWART P. O. BOX 109
C. ROY WEIDNER, JR. LEMOYNE, PENNSYLVANIA 17043-0109
EDMUND G. MYERS WEBSITE~ www.jdsw.com
DAVID W. DELUGE
RALPH H. WRIGHT, JR. TELEPHONE 717-7b1.4540
DAVID J. LANZA FACSIMILE 717-7b1-3015
MARK C. DUFFIE E-MAIL mail®Jdsw.com
MELISSA PEEL GREEVY
MICHAEL J. CASSIDY March 4, 2003
ROBERT M. WALKER
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
HORACE A. JOHNSON
COUNSEL TO THE FIRM
KEIRSTEN WALSH DAVIDSON
OF COUNSEL
I~,-MAIL dlwGjdsw.com
Re: Estate of Dorothy C. Gerber
SSN: 205-09-6246
Date of Death; July 31, 2002
Your File No. 21-2002-0767
Dear Register:
Enclosed for filing please find the following documents for the above referenced
decedent:
1. 2 Original PA Inheritance Tax Returns. There is tax due in the amount of
$6,277.93. An Estate check is attached to the Inheritance Tax Return
2. Check No. 8676 in the amount of $25.00 representing the filing fees for an
Inheritance Tax Return and Inventory.
3. 1 copy of Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you
time-stamp and return to us in the enclosed envelope.
4. Inventory
5. Inventory (copy), which we ask that you time stamp and return to us in the
enclosed envelope.
Should you have any questions, please do not hesitate to contact our office. Thank you
for you assistance in this matter.
Very truly yours,
Da a L. Wieseman
Legal Assistant
cc: Nancy L. Smith, Executrix
~zio~az
l_/
STATUS REPORT UNDER RULE 6.12 ~.~~/
c
Name of Decedent: DOROTHY C. GERBER
Date of Death: JULY 31 2002
Will No. 0767-2002 Admin No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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
No X
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: 6 MONTHS
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
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 of interest? Yes No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached
to this report.
Date: June 30, 2003 ~~
Signature
1.:
.. EDMUND G. MYERS
_ " Name
JOHNSON, DUFFIE, STEWART & WEIDNER
i 301 Market Street
_~ P.O. Box 109
Lemoyne, PA 17043
- :~ (717) 761-4540
~~ Capacity: Personal Representative
(x)_Counsel for Personal
Representative
~~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.:
To the Register:
DOROTHY C. GERBER
JULY 37, 2002
2002-00767
Admin. No.:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on September 4, 2002.
Name
Address
NANCY L. SMITH 112 June Drive
Cam Hill, Pa 17011
KATHRYN ROSE 281 Academy Street
Wilkes-Barre, PA 18702-2338
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
None.
Date: September 4, 2002
~~~~~~
r ~~~-
Signature
Name Edmund G. Myers
Johnson, Duffie, Stewart & Weidner
Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Capacity:
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 001791
MYERS EDMUND G
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
fold
ESTATE INFORMATION: SSN: 2o5-os-6246
FILE NUMBER: 2102-0767
DECEDENT NAME: GERBER DOROTHY C
DATE OF PAYMENT: 1 0/31 /2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 07/ 31 / 2002
REMARKS:
CHECK#99
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 553,000.00
TOTAL AMOUNT PAID: 553,000.00
INITIALS: AC
SEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280607
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
MYERS EDMUND G ESQUIRE
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 002251
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssrv: 205-o9-s24s
FILE NUMBER: 2102-0767
DECEDENT NAME: GERBER DOROTHY C
DATE OF PAYMENT: 03/05/2003
POSTMARK DATE: 03/04/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 07/31 /2002
101 ~ 56,277.93
TOTAL AMOUNT PAID:
REMARKS: NANCY L SMITH C/O
EDMUND G MYERS ESQUIRE
SEAL
CHECK# 1010
INITIALS: CW
RECEIVED BY: DONNA M. OTTO
56,277.93
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Register of Wills of CUMBERLAND County, Pennsylvania
INVENTORY
Estate of Dorothy C . GERBER _ _ No. 21- 02 - 0767
also known as Date of Death 07/31/2002
Deceased Social Security No. 205 - 09 - 6246
Nancy L SMITH,
Persona! 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 Representative
Name of
Attorney:
Edmund G. Myers
Signature:
ancy SMITH
I.D. No.: 20558 Signature: .j,~ t ~ LP ~(] Zj
t-~^
Address: P. 0. Box 109 Address: 112 June Drive
Lemoyne, PA 17043-0109 Camp Hill, PA 17011
Telephone: 717/761- 4540 Telephone: 717/73 7 - 0234
Dated:
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Value
Total: 53 9 , 013 .63
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 (ci 1996 form software only CPSystems, fnc. Form #RW-7 (19921
INVENTORY
Estate of: Dorothy C. GERBER
Date of Death: 07/31/2002
County: Cumberland
CASH:
AARP Credit 20.62
Allfirst Checking Account No. 50,620.15
0036896489
Accrued income through date of 2.08
death
Cash received 152.52
Comcast Cable - Refund payment 156.48
to Account No. 5250092901
Commerce Bank Premier Savings 20,155.53
Account No. 0616262548
Accrued income through date of 26.06
death
Members First Federal Credit 4.52
Union Checking Account No.
164510-11
Members First Federal Credit 88,82b.04
Union Investment Savings
Account No. 164510-05
Accrued income through date of 169.18
death
Members First Federal Credit 25.94
Union Savings Account No.
164510-00
-1-
One James Plaza Condominium 291.00
Association, Inc. - Refund
on vacation rental
Pennsylvania State Employees 168.46
Credit Union - Regular
Account
Pennsylvania State Employees 9:3,447.87
Credit Union Money Market
PNC Bank Savings Account No. 90,472.26
5130071205
Accrued income through date of 92.72
death
Refund of Pennsylvania 2002 335.00
State Income Tax Return
Refund of 2002 Final Income 3,513.00
Tax Return
Reimbursement to Estate for 1,130.19
taxes paid by Decedent -
Reimbursment to Estate from 4.33
Verizon for Account
Selective Insurance Company of 362.00
America - Car Insurance
Refund
-2-
The Patriot News Refund on 100.70
Account
Waypoint Bank Checking Account 56,931.22
No. 503008405
Accrued income through date of 56.54
death
407,064.41
PERSONAL PROPERTY:
------------------
1990 Nissan Sentra- Proceeds 1,600.00
from Sale
Proceeds from Personal 2,960.00
Property sale at Auction
4,560.00
STOCKS/LISTED:
--------------
639.000 shares Waypoint Financial 11,489.22
Corporation. Stock valued
using Estate Val attached
hereto
11,489.22
-3-
REAL ESTATEjPA:
---------------
Residence located at 111 June 11.5,900.00
Drive, Lot 55, Block A,
Trindle Village, Borough of
Camp Hill, Cumberland
County, Pennsylvania.
Valued as per attached
Settlement Sheet from sale
of Residence for contracted
sales price.
115,900.00
TOTAL RECEIPTS OF PRINCIPAL ............... 539,013.63
---------------
----------------
-4-
~~-~~ ~ COMMONWEALTH OF PENNSYLVANIA
~„ BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP (O1-OS)
~ ~`-~ j DATE 04-21-2003
t"`i ~~ ESTATE OF GERBER DOROTHY C
DATE OF DEATH 07-31-2002
'03 A~~ 2~ p 3 :rf}ILE NUMBER 21 02-0767
`
OUNTY CUMBERLAND
EDMUND G MYERS ACN 101
JOHNSON ETAL r~ '~
1..~t. -
~ Anount Remitted
~'
~
PO BOX 109
~tC1~3~c'im~~~. ~~:.~., ~
LEMOYNE PA 1704
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~
-----------------------------------
-
--------------------
-
-------------------------------------------------------
REV-1547 EX AFP (O1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GERBER DOROTHY C FILE N0. 21 02-0767 ACN 101 DATE 04-21-2003
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) (1) 115,900.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 11 , 489.22 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 411,624.41 tax payment.
6. Jointly Owned Property [Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
s. Total Assets (B1 539, 013.63
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,797.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9l
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10l 13,373.53
11. Total Deductions (11) 28.170.78
510,842.85
12. Net Value of Tax Return (121 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
14. Net Value of Estate Subject to Tax (141 510,842.85
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 14 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) •
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00
17. Amount of Line 14 at Sibling rate tl7) 485,300.71 X 12 58,236.08
18. Anount of Line 14 taxable at Collateral/Class B rate (18) 25,542.14 X 15 3,831.32
19. Principal Tax Due
TTl~. (191= 62, 067.40
t A VI~rY t
DATE
NUMBER
+
INTEREST/PEN PAID (-)
AMOUNT PAID
10-31-2002 CD001791 2,789.47 53,000.00
03-04-2003 CD002251 .00 6,277.93
TOTAL TAX CREDIT 62,067.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
v ~ ,~/
t...~',
STATUS REPORT UNDER RULE 6.12 ~'~ ~"~
Name of Decedent: DOROTHY C. GERBER
Date of Death: JULY 31, 2002
Will No. 2002-0767
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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 of interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached
to this report.
Date: January 30, 2004
EDMUND G. M RS
JOHNSON, DUFFIE, STEWART & WEIDNER
301 Market Street
P.O. Box 109
Lemoyne, PA 17043
(717) 761-4540
Capacity: Personal Representative
(x) Counsel for Personal
Representative