HomeMy WebLinkAbout02-1171PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of Pamela T. Gamber
also known as
Social Sectes'i1y Nn.
186-50-7562
Deceased.
No. cam!- O~ - /JT /
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(i~, who is/3[~e 18 years of age or older, applies for letters of administration
on the estate of
(d.b.n.; pendente litr, durance absentia; durance minorilate)
the above decedent.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at _57 Walnut Dale Road, Shippensbure Southampton Twp.
(list street, nu-nber, Twp. or Boro.)
Decedent, then 46 years of age, died November 9 ,xpg 2002_,
at Holy Spirit Hospital, Camp Hill, PA.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 13 ,000.00 _
(If not domiciled in Pa.) Personal property in Pennsylvania $ _
(If not domiciled in Pa.) Personal property in County $ _
Value of real estate in Pennsylvania $
situated as follows: None -
Petitioner-- after a proper search ham ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
i~ame Kelationship Residence
David J. Gamber S ouse 57 Walnut Dale Road Shi
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
,.. -~ / ,-
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H n
David J.~Gamber
~o 0
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57 Walnut Dale Road
Shippensburg, PA 17257
ppensburg, PA
17257
7 ///- 6
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF CUMBERLAND J
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 above decedent petitioner(s) will well and
truly administer the estate according to law. ~~ ?
Sworn to or affirmed ai:d subscribed
re me this o~~'TM day of
acx7a.
_ ~
~,J ~J ~~~ Registe l
Estate of Pamela T. Gamber ,Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW -ce-r~b~-,- 3a ~?~aZ, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that David J . Gamber
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to David J . Gamber
in the estate of Pamela T. Gamber __
No. ~ !- o~ - t ~ 7 /
H
David
a
m
v~
Registei of Wills~u,/~/
FEES
Letters of Administration .... .
Short Certificates( ) ....
Renunciation ................
J e,P
TOTAL
Filed . ~ ........... A
$~c'O-
$~C7~-
$ lp.oo
D. ~~•
Thomas L Bright, Esquire 4i 30066
ATTORNEY (Sup. Ct. I.D. No.)
WEIGLE & ASSOCIATES, P.C.
126 East King,~,tr Pt _
ADDRESS
Shippensburg, PA 17257
(717) 532-7388
PHONE
IN RE: ESTATE OF PAMELA T.
GAMBER, late of the Township of
Southampton, Cumberland County,
Pennsylvania, deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE NUMBER 21-
CERTIFICATION OF NOTICE UNDER RULE 5 6 (a)
Name of Decedent: Pamela T. Gamber
Date of Death: November 9, 2002
Will No. 21-02-1171
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiary of the above-
captioned estate on January 6, 2003:
David J. Gamber
57 Walnut Dale Road
Shippensburg, PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE.
January 6, 2003
Signature f~-dw--~,~ ~~ ~ ~,~~
Name: Thomas L. Bright, Esquire
Address: Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
Telephone: (717) 532-7388
Capacity: Personal Representative
X Counsel for Personal
Representative
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
i7-///-~
~/
REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT, 280601 INHERITANCE TAX RETURN FilE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DeCEDENT 21 2002 1171
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Gamber, parrela T. 186-50-7562
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPUCATE
DENT
11/09/01. 01/16/1956 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Gamber, David J.
3, Remainder Return
CHECK ~ ,. O~,~ ._. ~. Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a, Future lnteres'\ Compromise 5, Federal Estate Tax Return Required
~ate of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7, Beedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(AttachcopyofWill) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10, Spousal Poverty Credit(date of death between 0 11, Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
!fflill'i~ijMllllTj!i!!l_ii\'IltlWilijgqQllII_._'.;q!\!l,\fiQBiAlii!till'I!if!i:lI!MA_Jij~jijil~:itl:fQ;
NAME COMPLETE MAILING ADDRESS
COR- Thcmas L. Briqht, ESQUire 126 East King Street
RE- FIRM NAME (11 Applicable) ShippensbL1rg , PA 17257
SPON
DENT Weiqle & Ass=iates, P.c.
TELEPHONE NUMBER
(717) 532-7388
NOne OFFICIAL USE ONLY
1, Real Estate (Schedule A) (1)
2, Stocks and Bonds (Schedule B) (2) None
3, Closely Held corporation, Partnership or 5ole-Proprietofsnip (3} N~, c:i
4, Mortgages & Notes Receivable (Schedule 0) (4) Ndihe VJ
5. Cash, Bank Deposits & Miscellaneous Personal "
('
13,865 i57 '-
Property (Schedule E) (5) c::
~
6, Jointly Owned Property (Schedule F) ~
0 Separate Billing Requested (6) None co
RECA- ~
PITULA- 7, Inter-Vivos Transfers & Miscellaneous ;'"J
TION Non-Probate Property (Schedule G or l) (7) O.,Q(') N "
"-'
8, Tolal Gross Assets (total Lines 1-7) (8) 13,865.57
9, Funeral Expenses & Administrative Costs (Schedule H){9) 10,271.06
10, Debts of Decedent, Mortgage Liabllities, &. Liens (Schedule t) (10) 313 .60
11. Total Deductions (total Lines 9 & 10) (11) 10,584.66
12, Net Value of Estate (Line 8 minus Line 11) (12) 3,280.91
13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14, Net Value Subject to Tax (Une 12 minus Line 13} (14) 3,280.91
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) 3,280.91 X ,0 0 (15) 0.00
16. Amount of Line 14 taxable at lineal rate 0.00 X,O 45 (16) 0.00
TAX 0.00 -
COMPU- 17, Amount of Line 14 taxable at sibling rate )( .12 (17) 0.00
TATION 18. Amount of Lin!l14 tal/able at collateral rate 0.00 X .15 (16) 0.00
19. Tax Due (19) 0.00
20, 0 fQ~KI1~iF'YQUii@!~.B~~ij!i,~O!@j;ij~ijij'j:jf;.#!t~!\ijA~!liii1
.................'.'......".."m'..
....................,...t'..;/...!ij:.it.11i.aa$pf\&T~Am;welil::l\I$}:;iUe$'QQNi;tQtieA(;;lelljANI1::BePliIiGIiMilitHi%/.............
o PA15001
NTF 29755
Copyright 2000 GreatlandfNelco LP - Forms Software Only
PA REV-1500 EX (6-00)
Page 2
Decedent's ComDlete Address:
STREET ADDRESS
57 walnut Dale Road
CITY I STATE I ZIP
shi PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2, Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
Total Credits (A + 8 + C)
(2)
0.00
3. InterestJPenalty if appllcabie
D. Interest
E. Penalty
5.
Total Interest/Penalty (0 + E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box. on Page 1 Une 20 to request a refund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
::::~:::::. "..,...:;.....'.. -:.: : : : : : : :: .:~:.~:.~:.~:.~:.~:.- ~..:::.!:.;:.:.':.:..::.:.:.:.:.:.i.'.:..::.'.:...'::...'; . . . . . .. ".' .'. '. - .'.' .....", ":':' :.:. :.:
.:.:. :.:.::=::; :::;: ::::::::::::::::::: ...... :;~:. ........ . . : ~.: .. . w . :.:.:.:. :.:...... :.:.:::::,:,:::,::,::,::::::':::':::: ,:::::.:, ::;.:., ..,... :.:~.~..~..:.:i...:~..:.....'~~.
...:~.:..::.~..:~. ~:~{:~:~:~r:~t:~,)~:}~:~:::t: ... .;..... ...., ::'::;:, :;:"::;::::::': :.:.:.:.:. ....,
rr:':.: .:::i:::!:!:::!::~::!:::::;~:1):::::::::!::'::. ............ .. ... .... .... '::::':':.:.:.:.:.:.:.:.::.:.:.:.:.:.;:::':'y,:::,:::::::::::':r:,...:.:.:.~~~;~~i~;~:;~:~:~:/;i:;ii:;~\K.
.:::::::::;::,..:.:.:.:.:.,.:.:.:.,.:::::::::::,-..:::::.,.:.: "::::::::::::::':::':;:;:':';~:::\~".: . , .. ... :.:':.::.:':':':':':':':'.;.::'."'.::'.;.'':-.:: )::~t~\~(:.~ '.:."::'.:::;:;.'.;.":
;:~. ::.Z,.: :~:.:.,..
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATe sLocks
(3) 0.00
(4)
(5) 0.00
(5A) 0.00
(5B) 0.00
4.
:;:::;::..,
";'::':':::
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; .......................................
b. retain the right to designate who shall use the property transferred or its income; .................
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return\ including accompanying schedules and statements, and to the best of my
knowledge and be~ef, it is true, correct and complete. Declaration 0 preparer other than the personal representative is based on information of
which preparer has any knowledae.
SIG~TURE OF P. RS N R PONSIBLE FOR FILING RETURN DATE
~ ~ /7 i{;l)tJ3
ADDRESS
See Schedule attached
SI TU E OF PREPARER OTHER THAN REPRESENTATIVE
.~
Yes No
~ I
B ~
o
DATE
~-n.-o3
Street, 8hi
, PA 17257
on
(72 P.S. & 9116 (a)(1.1)(iI1.
For dates of death on or after January 1, 1995. the tal< rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Ii 9116 (a) (1.1) (U)l.
The statute lin",,, nnt Ay..mnt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fi(lng 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. taxratg imposed on the net value oi tri'lnstersircm a deceased child ,\wen1y-one years of csge 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.1i9116(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%, exceptas noted in 72.P.S.& 9116(1.2} {72 P.5.1!.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. Ii 9116(a)(1.3)J. 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.
o PA16002
NTF 29756
Copyright 2000 Greatland/Nelco LP- Forms Software Only
Estate of: parrela T. Gamber
21-2002-1171
'The following person(s) are signing the return as representative(s) of the estate:
David J. Gamber
57 Walnut Dale Road
Shippensburg, PA 17257
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
parrela T. Gamber
SCHEDULE E
CASH, BANK DEPOSITS. & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-2002-1171
Include proceeds of litigation & date proceeds were received by the estate. All prOD. lolntlv-owned with rlaht of survivorship must be disclosed on 5ch. F.
ITEM
NO. DESCRIPTION
VALUE AT
DATE OF DEATH
1 Travelers Checks - 9 - $50
450.00
2 'The Bank of Landisl:m:g Checking Account #3631311
3 Charles Schwab Brokerage Account #1112-2073
10,999.88
415.69
4 1997 Mercury Cougar Autarobile
2,000.00
TOTAL (Also enter on line 5, RecaDitulationl $
(If more space is needed, insert additional sheets of the same size)
13,865.57
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
~tCE\'Jt.D tltl:
The ~'!,?~ ~I~~",n~,!~~urs
_ ~ 1\\~
ESTABLISHED 1903
Dec. 5-2002
Weigle & Assoc.
Attorneys-at-Law
126 East King Street
Shippensburg~ Pa. 17527
Re: Pamela T. Gamber Estate
Sir:
The information you requested reg~rding Estate of Pamela
T. Gamber is as follows:
Regular Checking Account No. 3631311, opened 8/17/84,
sole owner, balance as of datecof death-$10,999.88, non-
interest bearing account.
/
Thank you ,/
~~~/~
J~n Smoker, Customer Service
C(J~
LANDISBURG - 717-789-3213 .
8LAIN - 536-3118 . SHERMANS DALE - 582-8511
- - ~~~_..
,~,"1:,7_~-:;,,-;--'----
62-261311
Sank One
Chicaao, minOl.
Pay........... FCC Noli_ Bank
Wilmington. Delaware
;'i;~'-' ,.:'<,.':-'~rj.-.lt;.i:'\. ;""."'.' 'l'tiiA...:,'-' -.'<'''''. ' "'.': ."',,-,,,:..:.' "t.\j~:':' "'~""~. '.''''S:*'';:~~'~''~~~.'. > ~.'~~. ~,>:,..;
,,,,,>,;,;;"~"'f~,:~~!;~:">~,,,,:?,"'-:t~',~,~:. ....<'::-~,:-~"'~"",;r.' ~~'- :..;.;...;.a~f,' ".:-r,c;:,,:--,
';;c,f.{"""",,,,'W ~:>~V,""" ';;:'l'l ,''J,..::,J~,'lii'''''''\'J: "~,~'
Date:'JANUARY 29 2003" y...,,,,..,.. <<Jc.' ,':;';' :';t".~, ,(;OW"',:,,"
,i,;;~~~~ck:'t.'~~}~~\"Ol~"~~~~~~!-;r;;';(,,;
( . ",' t;~~~~'f" 5~ljff~~,-!, _.,~>.'-<: ~~"t~~\;t.
PAY, ,,;:FOd~ .roNoFrED;F,FTi€NM~~$iXW';';fiic~~~";,:V"
",.,;,l{it>>,;;". i., M~,'''',' "..c;J,~,:t.#', ..~~" '~';;t~",>tW3a;a,',,~ '.'."""l\i'i'>,ti";",
!:'( -,."', ~T:f.~r!-':,,-' ";~'~,'I" ""J:r4-Tt)t':;,i- , _~. ,~.:_~,.:';iJ;'."A::~E~_t'f,f.~,~/. ,;'-
TO TH.e" ;"," EST",TE Of I:'AMELA TGAM.B~.',',. . :;....,;.~, ",',. .111,~', 1itl,.~!i-',,;ii'.f;"
8~O~~" CIO WEIGLE & ASSOCIAT~S,:!,c~",';' "".;J~.; -,~~
< ,~ ,,'OJ..'. ~.' "'. .t2!lEA.$T..~~G S.TREET ~"':;':~~', ".': ""'j....:::;, ".....~
" ..{...-:~"..,^/r~MIPPENbouAG PA"';r\",':<1no7..,yr '':/''~' "'"w~...;;_~,x,
~ >'/ ,"'<-'\i~~~~,:""",,,,\,<;,..f;)?~~~~,~:?~3;~ >r:~',V:$r:' . .
~< "/c' ,<",,:,.1J~-1)'i:-t,,:,~,;, ~ :,>.,,J<~-_~-r;;:~''<'~~~: ' '. '." ,;.;.,-, .' ,il' .... 'N'" .'. '. ,-,
,i.;,Il'i<,.p: .. '.., .':'."-.r'lS,f',,,\. ,... : ,!!i.' ";. "'~~ ";'/ift.'iIt'.ii,'~.'\I"
~Joi},~ '0 }L~~,L',\,~ ';-'""j<>i"", ;~, n:::.r~~c.~Il'~';:':;:'/.
,~"""'.~ ~r~::_) ;','. '.;,-.,:""~ ~\.,!~~~~~;:5}~4}\~e
San~CeiIfomia1M1ot ,,,'.... ." ~,.:, \,,:._;?,~:,,1,~,~~;:,",,> ~r~",~~',~ ~t-.-
Check: :87195193
I
~;'.;1/~ :1
, ' . ..!
$ ............415.69....
CHECK VOID AFTER 180 DAVS
Only one $lgnCllure required lor cheCkS less man $5.000
I
.
.
~a?q5~q3~ ~03~~002a3~ Oq ~0232~
ACCOUNT NUMBER
01/29/03 ESTATE SETTLEMENT $415,69
PAID AS AUTHORIZED TO:
ESTATE OF PAMELA T GAMBER
C/O WEIGLE & ASSOCIATES PC
126 EAST KING STREET
SHIPPENSBURG PA 17257
OS15 CHECK NUMBER 8795193
L 31:J3H 1:J\t31...J
THE ATTACHED CHECK IS IN PAYMENT OF ITEM DESCRIBED BELOW, IF NOT CORRECT PLEASE NOTIFY US IMMEDIATELY
Charles Schwab & CO" lnc.
101 Montgomery Street San Francisico, Califomia 94104
.' "
19251! ODllIt7
INTERSTATE FORD INC.
196 Walnut Bottom Road
SHIPPENSBURG, PA 17257
Telephone
717-532-8888
To whom it may concern,
My appraisal on one 97 Mercury Cougar VIN (IMELM6240VH625378) is
$2000.00.
i;:li: ~V~;OViC~ 0
Sales Manag~
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
parrela T. Gamber
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2002-1171
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET Is yes.
DESCRIPTION OF PROPERTY %0 OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE
RELATIONSHIP TO DECO & DATE OF TRANSFER.
NO, ATTACH COpy OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST APPLICABLE'
1 Sprint - retirerrent benefit payable 0.00 0,00
to David J. Gamber, spouse,
beneficiary - $4,059.77 -
non-taxable
2 Fidelity Investrrents 401 (k) - 0.00 0.00
payable to David J. Gamber, spouse ,
beneficiary - $10,201.45 -
non-taxable
TOTAL (Also enter on line 7, RecacituJation) $ 0.00
7 CPA01 NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
parrela T. Gamber
SCHEDU LE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2002-1171
Debts 01 decedent must be renorted on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 David M. Myers Funeral Ha:ne.
5,063.20
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State
0.00
Zip
Year(s) Commission Paid:
2. Attorney Fees Name: Weigle & Associates, P. C .
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant David J. Gamber
Street Address 57 Walnut Dale Road
City Shippensburq State PA Zip 17257
Relationship of Claimant to Decedent St::x:>use
1,406.34
3,500.00
4. Probate Fees
69.00
5. Accountant's Fees
0.00
6. Tax Return Preparer's Fees
0.00
7 Cl.lttIDedand Law Journal - advertising Letters of Administration
75.00
8 News Chronicle - advertising Letters of Administration
67.52
9 Register of Wills, Cl.lttIDedand County - filing PA Inheritance Tax
Return
15.00
10 Register of Wills, Cl.lttIDerland County - filing Family Settlement
Agreement
75.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
10,271. 06
7 CPA11 NTF 10911
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1512 EX + (1"97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Pamela T. Gamber
Include unreimbursed medical exoenses.
ITEM
NO. DESCRIPTION
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-2002-1171
AMOUNT
1 TIle Bank of Lanclisburg Checking Account #3631311 - check
outstanding at date of death
120.78
2 Verizon Wireless
20.14
3 Fleet Mastercard
172 . 68
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(11 more space is needed, insert additional sheets of the same size)
313 .60
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Pamela T. Gamber
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
1 David J. Gamber
57 Walnut Dale Road
Shippensburg, PA 17257
SUrviving spouse
21-2002-1171
AMOUNT OR
SHARE OF ESTATE
3,280.91
~NTER DOLLAR AMTS. FOR DISTRIBS. SHOWN AROVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART \I -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
7 CPA13 NTF 10913
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
0.00
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BUREAU of INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (O1-OS)
DATE 07-28-2003
ESTATE OF GAMBER PAMELA T
DATE OF DEATH 11-09-2002
FILE NUMBER 21 02-1171
THOMAS L BRIGHT ESQ ~O~ ~'J~ ~~'~ ',,4r0UN'TY CUMBERLAND
ACN- 101
WEIGLE & ASSOCS
126 E KING ST Amount Remitted
l,: ,
SHIPPENSBURG PA 17257 ~°~ ,:
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 (01-03) NOTICE OF INHERITANCE TAX APPRAISEMEWT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GAMBER PAMELA T FILE N0. 21 02-1171 ACN 101 DATE 07-28-2003
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 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 fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)__ 13,865.57 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Totai Assets (g) 13,865.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,271.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 313.60
11. Total Deductions (11) 7 0 , q84 66
12. Net Value of Tax Return (12) 3,280.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 3,280.91
NOTE: if an assessment was issued previously, lines
reflect figures that include the t
t
l
f 14, 15 andior 16, 17, 18 and 19 will
o
a
o ALL returns assess ed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 3,280.91 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 - .00
17. Amount of Line 14 at Sibling rate (171 .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 15 - 00
19. Principal Tax Due X .
00
TAX CREfliTS• (19)= .
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
• IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Applicaticn
for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-13137. Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Dffices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-SDO-447-3020 CTT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown on this Notice must object within sixty C60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Oept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of avenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Oecedent^ (REV-15017 for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the sane manner and in the the same time Period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1l day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates far 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUlIBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
ESTATE OF PAMELA T. GAMBER
File No. 21-02-1171
FAMILY SETTLEMENT AGREEMENT
THIS AGREEMENT made this ~ day of "t, , 2003,
BETWEEN: DAVID J. GAMBER, being the heir-at-law of Pamela T. Gamber,
late of Shippensburg, the Township of Southampton, Cumberland County, Pennsylvania;
AND
DAVID J. GAMBER, Administrator of the Estate of Pamela T. Gamber,
deceased;
WHEREAS, Pamela T. Gamber died November 9, 2002, intestate; and
WHEREAS, Letters of Administration were granted to David J. Gamber on
December 30, 2002, by the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, all assets of the late Pamela T. Gamber have been liquidated or
distributed and all her debts paid in full, and further the period of four months having
been terminated since the first advertisement of the issuance of Letters to the said
Administrator, the said party hereto desires to waive the duty of the Administrator to
file a First and Final Account with Proposed Schedule of Distribution for
purposes of confirmation by the Court of Common Pleas of Cumberland County,
Orphan's Court Division, AND FURTHER desires that a Family Settlement
Agreement be executed, which Family Settlement will be duly recorded among the deed
records in and for Cumberland County.
WEIGLE & ASSOCIATES, P.G. -ATTORNEYS AT LAW - 1Z6 EAST KING STREET - SHIPPENSBURG. PA 77257-1397
NOW, THEREFORE, WITNESSETH, that the party hereto, in consideration of
the premises above stated, and of the Accounting and Proposed Schedule of Distribution
attached hereto and made a part hereof, and the receipt of his distributive share as therein
shown, does mutually bind himself to the said Distribution and Accounting as set forth
and further releases David J. Gamber, Administrator, from all claims and demands
whatsoever arising out of settlement of the Estate of Pamela T. Gamber.
The party hereto does further agree that should any liability come due to the estate
of the said decedent after the signing of this agreement, I do hereby covenant and agree
with the aforesaid personal representative that I will contribute pro rata my share of the
estate to satisfy any and all claims, demands, suits, or causes of action which may be
successfully prosecuted against the said estate or the aforesaid personal representative
after the signing, sealing and delivery of this family settlement agreement and final
release.
IN WITNESS WHEREOF, the party has hereunto set his hand and seal the day
and year first above written.
WITNESS:
c
EAL)
David J. Gamber
WEIGLE & F\SSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 77257-7397
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
On this, the ST day of ~~ 2003,
before me„ the undersigned officer, personally appeared AVID J. GAMBER, known to
me (or satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
NOTARIAL SEAL
Thomas L. Bright, Notary Public
Shippensburg Twp., County of Cumberland
My Commission Expires Nov. 5, 2004
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - t26 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
ADMINISTRATOR'S ACCOUNT
FIRST AND FINAL ACCOUNT OF
DAVID J. GAMBER, ADMINISTRATOR
FOR
ESTATE OF PAMELA T. GAMBER, DECEASED
Date of Death:
Date of Administrator's Appointment:
Dates of Advertisement of Letters:
News Chronicle
Cumberland Law Journal
Accounting for the Period:
November 9, 2002
December 30, 2002
January 10, 17, 24, 2002
January 17, 24, 31, 2002
December 30, 2002, to
August 6, 2003
Purpose oi.' Account: David J. Gamber, Administrator, offers this account to acquaint
interested :parties with the transactions that have occurred during his administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Jerry A. Weigle, Esquire
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
717-532-7388
WEIGLE Sc ASSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
SUMMARY OF ACCOUNT
Estate of Pamela T. Gamber
For Period 11/09/01 Through 8/6/03
Proposed Distribution to Beneficiaries
Principal
Receipts
Net Gain (or Loss) on Sales or
Other Dispositions
Other Receipts
Less Disbursements:
Acfiiinistration E~q~enses (Prin)
Fees and Commissions (Prin)
Funeral E~exlses (Prin)
Other Exper~ses (Prin)
Balance before Distributions
Distributions t:o Beneficiaries
Principal Balance on Hand
Income
Receipts
Less Disbursements
Balance before Distributions
Distributions t:o Beneficiaries
Income Balance on Hand
Combined Balance on Hand
Fiduciary
Acquisition
Page Value
5 $ 1,053.73
1 $28,319.61
0.00
0.00
$28,319.61
2 $3,771.52
2 1,406.34
2 5,063.20
2 313.60
10,554.66
$17,764.95
3 16,711.22
4 $ 1,053.73
$ 0.00
0.00
$ 0.00
0.00
$ 0.00
$ 1,053.73
RECEIPTS OF PRINCIPAL
Estate of Pamela T. Camber
As of 8/6/03
Assets Listed 1T1 Inventory
(Valued as of date of death)
Cash on Hand
Travelers Checks - 9 - $50
Checking Accounts
The Bank of Landisburg Checking Account
#3631311
Money Market Accounts
Charles Schwab Brokerage Account #1112-2073
Misc. Personal Property
1997 Mercury Cougar Automobile
Miscellaneous Property
Sprint - retirement benefit payable to David
J. Camber, spouse, beneficiary
Fidelity Investments 401 (k) - payable to
David J. Camber, spouse, beneficiary
Contribution from David J. Camber for payment
of debts of decedent
TOTAL Il~1VIIV'IbRY
$ 4,059.77
10,201.45
192.82
Page 1
Fiduciary
Acquisition
Value
$ 450.00
10,999.88
415.69
2,000.00
14,454.04
$ 28,319.61
DISBURSEMENTS OF PRINCIPAL
Estate of Pamela T. Camber
For Period 11/09/01 'I'Yirough 8/6/03
Administration Expe..nses (Prin)
12/30/02 Register of Wills, Cumberland County -
Letters of Ac~ninistration and Short
Certificates
01/14/03 Cumberland Law Journal - advertising Letters
of Administration
03/04/03 News Chrronicle - advertising Letters of
Administration
06/11/03 David J„ Camber - Family Exemption
06/11/03 Register- of Wills, Cumberland County - filing
PA Inhex°itance Tax Return
08/06/03 Weigle b~ Associates, P.C. - reserve for
filing F'am_ily Settlement Agreement with
Register of Wills, Cumberland County
Fees and Cannissior.~.s (Prin)
06/11/03 Weigle &: Associates, P.C. - attorney fee
Funeral Expenses (F'rin)
01/14/03 David M. Myers Funeral Home
Other Expenses (Prin)
11/22/02 Verizon Wireless
11/22/02 Fleet Mastercard
01/07/03 The Bank of Landisburg Checking Account
#3631311 - check outstanding at date of death
'TOTAL DISBURSE~ITS OF PRINCIPAL
$ 69.00
75.00
67.52
3,500.00
10.00
50.00
$ 20.14
172.68
120.78
Page 2
$ 3,771.52
1,406.34
5,063.20
313.60
$ 10,554.66
DISTRIBUTIONS OF PRINCIPAL 'IO BENEFICIARIES
Estate of Pamela T. Gamber
For Period 11/09/01 Through 8/6/03
To: David J. Camber
1997 Mercury Cougar Automobile
01/30/03 199'7 Mercury Cougar Automobile
To: David J. C~~er
Travelers Checks - 9 - $50 each
01/30/03 Cash
To : David J . C,amk~er
Sprint retirement benefit
03/18/03 Sprint - retirement benefit
To: David J. Gamk~er
Fidelity Investments 401 (k) proceeds
06/06/03 Fidelity Investments - 401 (k)
$ 2,000.00
450.00
4,059.77
10,201.45
Page 3
Total for David J. Gamber $ 16,711.22
TCUI'AL DISTRIBUTICNS OF PRINCIPAL TO BENEFICIARIES $ 16,711.22
PRINCIPAL BALANCE ON HAND
Estate of Pamela T. Camber
As of 8/6/03
Checking Accounts
Estate Checking Account (IOLTA)
PRINCIPAL BALANCE ON HAND
Page 4
Current Carrying
Value Value
$
-- 1,053.73
--------- $ 1,053.73
$
1,053.73 --
$ ---------
1,053.73
PROFOSID DISTRIBUTIONS TO BENEFICIARIES
Estate of Pamela T. Camber
For Period 11/09/01 Through 8/6/03
To: David J. Camber
Cash
08/06/03 The beneficiary will receive a 1000 interest in the
estate's residue, representing a portion of the
following assets:
Cash
Total
TOTAL PROPOSID DISTRIBUTIONS T17 BENEFICIARIES
Page 5
$ 1,053.73
$ 1,053.73
$ 1,053.73
DAVID J. GAMBER, Administrator of the Estate of Pamela T. Gamber,
deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully
discharged the duties of his office; that the foregoing First and Final Account is true and
correct anal fully discloses all significant transactions occurring during the accounting
period; that all known claims against the estate have been paid in full; that, to his
knowledge, there are no claims now outstanding against the estate; and that all taxes
presently clue from the estate have been paid.
David J. Gamber, inistrator
Subscribed and sworn to by
DAVID J. AMBER, before me
this ~~r day of
____~ , , 2003.
r
r
~~
R!07ARIAL SEAL
Yhomas L. Bright, Notary Public
ShipFlensbu~g Tarp., Gourty cat GumbFarland
M,d Commission Expires Nov. 5, 2004
WEIGLE & .4550CIATES, P.C. -ATTORNEYS AT LAW - t26 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
vJ~
tl
REGISTER OF WILLS, CUI~ERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
Name of Decedent : Pamela T. Gamber
Date of Death: November 9, 2002
Will No. Admin. No.
21-02-1171
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report,
Date. r Ll' ~~5 ~ ~, 1
~ignatur
Thomas L. B i ht, Esquire
Name (Please type or print)
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Address
Shippensburg, PA 17257
( 717) 532-7388
Tel. No.
Capacity: Personal Representative
(MAH:rmf/AM3)
X Counsel for personal
representative