HomeMy WebLinkAbout01-26-15 1505614134
EX(03-14)(FI)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 4 1 0 3 8
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 0 0 6 2 0 1 4 1 1 1 6 1 9 6 1
Decedent's Last Name Suffix Decedent's First Name MI
G E B H A R D D E N I S E A
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
G E B H A R D D A N I E L T
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1.Original Return ❑ 2.Supplemental Return ❑ 3. Remainder Return(date of death
Prior to 12-13-82)
❑ 4.Agriculture Exemption ❑ 5. Future Interest Compromise(date of ❑ 6. Federal Estate Tax Return Required
(date of death on or after 7-1-2012) death after 12-12-82)
❑X 7. Decedent Died Testate ❑ 8. Decedent Maintained a Living Trust _ 9.Total Number of Safe Deposit Boxes
(Attach copy of will.) (Attach copy of trust.)
❑ 10.Litigation Proceeds Received ❑ 11. Non-Probate Transferee Return ❑ 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets only)
❑ 13. Business Assets ❑ 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
J A C Q U E L I N E A K E L L Y 7 1 7 5 4 1 5 5 5 0
First Line of Address
8 4 5 S I R T H O M A S C 0 U R T
Second Line of Address
S U I T E 1 2
City or Post Office State ZIP Code
H A R R I S B U R G P A 1 7 1 0 9
Correspondent's e-mail address: JACKIE@JAN BROWN LAW.COM C) � n
_Aj r,-> 6
4 REGISTER OF WILLS YSE ONS Cn
REGISTER OF WILLS USE ONLY i I ti 0) 1 r1
DATE FILED MMDDYYYY C'
>ti C71,
...,.,I x1
(Z) a
r.z ray 1
DATE FILED STAMP C,) Q)
PLEASE USE ORIGINAL FORM ONLY
Side 1
I IIIIII VIII VIII VIII VIII VIII VIII ILII VIII IIID IIII IIII
1505614134 1505614134
1505614234
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: DENISE A - GEBHARD
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2•
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3.
4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 3 0 3 9 8 . 1 2
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 6 0 1 8 . 6 9
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested . . . . . . . 7. 1 8 5 7 . 6 2
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 3 8 2 7 4 . 4 3
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 8 4 4 9 . 8 0
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . . . . . 10.
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 8 4 4 9 . 8 0
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 2 9 8 2 4 . 6 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 2 9 8 2 4 . 6 3
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec. 9116
(a)(1.2)X.0 _ 2 7 8 3 1 . 5 3 15. 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate X.045 1 9 9 3 . 1 0 16. 8 9 . 6 9
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 0 0 18. 0 . 0 0
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 8 9 • 6 9
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑X
Under penalties of perjury,I declare 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 person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIG TURE OF PERSON R PONSIBLE FOR FILING RETURN DATE
C. -22-1 S_
DRESS
314 LANCAS ER AVENUE ENOLA PA 17025
SIG RE OF PREPARER-OT T N PERSON RESPONSIBLE FOR FILING THE RETURN DATE
AD RES
5 SIR THOMAS COURT, SUITE 12 HARRISBURG PA 17109
1111111 HE 11111111111111111111111111111111111111111111 IN Side 2
1505614234 1505614234 J
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address: 21 14 1038
DECEDENT'S NAME
DENISE A. GEBHARD
STREET ADDRESS
314 LANCASTER AVENUE
CITY STATE ZIP
ENOLA PA 17025
Tax Payments and Credits:
1, Tax Due(Page 2,Line 19) (1) 89.69
2. Credits/Payments
A.Prior Payments
B.Discount
(See instructions.) Total Credits(A+B) (2) 0.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 89.69
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred ...................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income ............................... ❑ ❑X
c. retain a reversionary interest ..................................................................................................... ❑ 0
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ ❑X
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 0
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. 0 ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax 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 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a step-parent of the child is 0 percent[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 percent,except as noted in [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S, §9116(a)(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.
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
DENISE A. GEBHARD 21 14 1038
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Members 1 st Investment Savings Account; Account#70812-05 204.57
2. 2005 Toyota Sienna 9,905.00
(See attached Kelley Blue Book)
3. Commonwealth of Pennsylvania; final payroll 10,270.53
4. Members 1st Certificate of Deposit; Account#70812-40 10,018.02
TOTAL(Also enter on Line 5,Recapitulation) $ 30 398.12
If more space is needed,use additional sheets of paper of the same size.
REV-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
DENISE A. GEBHARD 21 14 1038
If an asset was made jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. Daniel T. Gebhard 314 Lancaster Avenue spouse
Enola, PA 17025
B. Dillon C. Gebhard 314 Lancaster Avenue son
Enola, PA 17025
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 02/1985 Members 1st Regular Savings Acct; Acct#70812-00 1,383.74 50. 691.87
2. A 02/1985 Members 1 st Checking Acct; Acct#70812-11 6,667.43 50. 3,333.72
3. B 10/1993 Members 1st Regular Savings Acct; Acct#136219-00 2,059.77 50. 1,029.89
4. B 09/2008 Members 1st Checking Acct; Acct#136219-11 1,926.41 50. 963.21
TOTAL(Also enter on Line 6,Recapitulation) $ 6,018.69
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DENISE A. GEBHARD 21 14 1038
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENTAND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACHACOPY OFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. BELCO Community Credit Union IRA; CID#27458 842.95 100.00 842.95
Beneficiary: Daniel T. Gebhard, spouse
2. BELCO Community Credit Union Roth IRA; CID#27458 1,014.67 100.00 1,014.67
Beneficiary: Daniel T. Gebhard, spouse
3. SERS; 457(b) Plan 0.00 0.00
Beneficiary: Daniel T. Gebhard, spouse
Not taxable--decedent did not have the right to possess,
enjoy, assign or anticipate the payments made, during
her life.
DOD value= $21,514.52
TOTAL (Also enter on Line 7,Recapitulation) $ 1,857.62
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DENISE A. GEBHARD 21 14 1038
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Richardson Funeral Home 4,449.30
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attorney Fees: Jan L. Brown &Associates 3,500.00
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 135.50
5 Accountant Fees:
6. Tax Return Preparer Fees: Parks & Company; preparation of fiduciary tax returns 305.00
7. Register of Wills; additional probate fees 60.00
TOTAL(Also enter on Line 9,Recapitulation) $ 8,449.80
If more space is needed,use additional sheets of paper of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
DENISE A. GEBHARD 21 14 1038
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).j
1. Daniel T. Gebhard, spouse Spousal 27,831.53
314 Lancaster Avenue
Enola, PA 17025
2. Dillon C. Gehbard Lineal 1,993.10
314 Lancaster Avenue Sch. F assets
Enola, PA 17025
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
Last WJ1 and Tesfament
OF
DENISE A. GEBHARD
I, DENISE A. GEBHARD, of CUMBERLAND County, Pennsylvania,
do make, publish and declare this to be my Last Will and Testament, hereby
revoking all Wills and Codicils by me heretofore made.
ITEM 1: Family Information. I am married to
DANIEL T. GEBHARD, and all references to my husband in this Will are to him. I
have three children: DERRICK J. GEBHARD (Born November 23, 1981); DANE A.
GEBHARD (Born February 17, 1987); and, DILLON C. GEBHARD (Born February
4, 1992). These and any other children born to or adopted by my husband and me
are described in this Will as "my children," or as "a child of mine." Any person born
to or adopted by issue of mine is to be included as issue of mine. Provided, however,
no adopted person shall benefit under this Will unless the order or decree of
adoption is entered before the adopted person attains the age of twenty-one (21)
years.
ITEM I1: Death Taxes. I direct that all inheritance
and estate taxes becoming due by reason of my death, whether payable by my
estate or by any recipient of any property, shall be paid by the Executor out of the
residue of my estate, as an expense and cost of administration of my estate, except
that no taxes shall be charged against any gift qualifying for the marital or
charitable deduction in my estate. The Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even.though on proceeds of
insurance or other property not passing under this Will.
Page 1
ITEM III: Debts and Final Expenses. I direct the
Executor to pay the expenses of my last illness, my legally enforceable debts, and
my funeral expenses from the residue of my estate as an expense and cost of
administration of my estate.
ITEM IV: Tangible Personal Property.
(a) Written List. I may leave a written list in my safe deposit box
or elsewhere disposing of certain items of my tangible personal property. The
Executor shall dispose of items of my personal property as specified in the
written list. If no written list is found in my safe deposit box or elsewhere
and properly identified by the Executor within thirty (30) days after the
probate of my Will, it shall be presumed that there is no other statement or
list. Any subsequently discovered list shall be ignored.
(b) If Husband Survives. If my husband survives me, I give
to him all my tangible personal property not set forth in the written
list referenced in paragraph (a), including but not limited to, all of my
household furniture and furnishings, books, pictures, jewelry,
silverware, automobiles, wearing apparel and all other articles of
household or personal use or adornment and all policies of insurance
thereon.
(c) If Husband Does Not Survive. If my husband does not survive
me, I give any property of the type described in paragraph (b) and not set
forth in a written list to my children, to be divided between them as they
shall agree. The Executor shall represent any minors in the division of this
property. Should there be no agreement, this property shall be divided
between my children by the Executor in as nearly equal portions as is
deemed practical in the discretion of the Executor, having due regard to their
personal preferences. If the Executor thinks any property to which a minor
child would become entitled is unsuitable for the child's use, the property
shall be sold and the proceeds shall be added to the share of my residuary
Page 2
estate held for the benefit of that child. The Executor may deliver any
property to which a minor is entitled and which is not sold to the person with
whom the child resides or who has the care or control of him or her (without
bond), and the receipt of that person shall be a complete release of the
Executor.
ITEM V: Residue. I give the residue of my estate, not
disposed of in the preceding portions of this Will, to my husband, DANIEL T.
GEBHARD, if he survives me. If my husband does not survive me, I give the
residue to my children, in equal shares. If any of my children is not living at my
death, the share of my deceased child shall be paid to his or her then living issue,
per stirpes. If I am not survived my any issue, I give the residue of my estate to my
brother, HERBERT D. KRUGER, III, if he is then living. If my brother is not then
living, I give the residue to my niece, ELEANOR C. KRUGER, if she is then living.
If Eleanor is not then living, I give the residue of my estate to my husband's sister,
MARCIA R. FESCHUK.
ITEM VI: Administrative Powers. In addition to the
powers granted at law, the Executor shall possess the following powers, each of
which shall be construed broadly and may be exercised without court approval, but
in a fiduciary capacity only:
(a) Retain Investments. To retain any investments I have at
my death, including specifically those consisting of stock of any bank
even if I have named that bank as the Executor.
(b) Vary Investments. To vary investments and to invest in
bonds, stocks, notes, real estate mortgages or other securities or in
other property, real or personal, without being restricted to so-called
"legal investments", and without being limited by any statute or rule of
law regarding investments by fiduciaries.
, l
Page 3 �++
(c) Division of Assets. In order to divide the principal of my
estate or make distributions, the Executor is authorized to distribute
personal property and real property partly or wholly in kind, and to
allocate specific assets among beneficiaries so long as the total market
value of each share is not affected by the division, distribution or
allocation in kind. The Executor is authorized to make, join in and
consummate partitions of lands, voluntarily or involuntarily, including
giving of mutual deeds, or other obligations, with as wide powers as an
individual owner in fee simple.
(d) Sell Assets. To sell either at public or private sale any or
all real or personal property severally or in conjunction with other
persons, and to consummate sale(s) by deed(s) or other instrument(s)
to the purchaser(s), conveying a fee simple title. No purchaser shall be
obligated to see to the application of the purchase money or to make
inquiry into the validity of any sale. The Executor is authorized to
make, execute, acknowledge and deliver deeds, assignments, options or
other writings as necessary or convenient to carry out the powers
conferred upon the Executor.
(e) Encumber Real Estate. To mortgage real estate, and to
make leases of real estate.
(f) Borrow Money. To borrow money from any person,
including the Executor, to pay indebtedness of mine or of my estate,
expenses of administration or inheritance, legacy, estate and other
taxes, and to assign and pledge assets of my estate.
(g) Pay Costs. To pay all costs, taxes, expenses and charges
in connection with the administration of my estate.
(h) Distributions without Court Order. To make
distributions of income and of principal to the proper beneficiaries,
Page 4 A
during the administration of my estate, with or without court order, in
such manner and in such amounts as my Executor deems prudent and
appropriate.
(i) Rights as Stockholder. To exercise voting rights with
respect to securities which form a part of my estate, and to exercise all
the powers incident to the ownership of securities.
(j) Reorganize. To unite with other owners of property
similar to property in my estate to carry out any plans for the
reorganization of any company whose securities form a part of my
estate.
(k) Disclaim. To disclaim any interest in property which
would devolve to me or my estate by whatever means, including but
not limited to the following means: as beneficiary under a will, as an
appointee under the exercise of a power of appointment, as a person
entitled to take by intestacy, as a donee of an inter vivos transfer, and
as a donee under a third-party beneficiary contract.
(1) Tax Returns. To prepare, execute and file tax returns of
any type required by applicable law, and to make all tax elections
authorized by law.
(m) Allocate Expenses. To allocate administrative expenses
to income or to principal, as the Executor deems appropriate.
However, no allocation to income shall be made if the effect of the
allocation is to cause a reduction in the amount of any estate tax
marital deduction or estate tax charitable deduction.
(n) Employ Advisors. To employ custodians of property,
investment or business advisors, accountants and attorneys as the
Executor deems appropriate, and to compensate these persons from
Page 5 •� . —
assets of my estate, without affecting the compensation to which the
Executor is entitled.
(o) Basis Adjustment. To make any adjustment to basis
authorized by law, including, but not limited to increasing the basis of
any property included in my estate, whether or not passing under this
Will, by allocating any amount by which the bases of assets may be
increased. The Executor shall be under no duty and shall not be
required to allocate basis increase exclusively, primarily, or at all to
assets which pass as part of my probate estate as opposed to other
property for which a basis adjustment is allowable. The Executor shall
allocate basis increase equitably among those beneficiaries receiving
property as a result of my death, but shall not be liable to any person,
nor subject to removal or surcharge, for any reasonable allocation of
basis increase.
(p) Compromise Claims. To compromise claims.
(q) Other Acts. To do all other acts in the Executor's
judgment deemed necessary or desirable for the proper and
advantageous management, investment and distribution of the estate.
ITEM VII: Beneficiaries Under Age 25. If a beneficiary
under the age of twenty-five (25) years is entitled to receive assets under this Will,
the person who served as Executor of my estate shall retain those assets as
Custodian for the beneficiary under the Pennsylvania Uniform Transfers to Minors
Act. The Custodian may receive and administer all assets authorized by law, and
shall have full authority as provided in the Pennsylvania Uniform Transfers to
Minors Act to use assets in the manner the Custodian deems advisable for the best
interests of the beneficiary. I also designate the person who served as Executor of
my estate as successor Custodian of any property for which I am custodian under
any Uniform Gifts to Minors Act or Uniform Transfers to Minors Act.
Page 6 �—
ITEM VIII: Survival. Any person who has died within
thirty (30) days of my death, or under such circumstances that the order of our
deaths cannot be established by proof, shall be deemed to have predeceased me.
ITEM IX: Guardian of the Person. If I survive my
husband, I appoint my son, DERRICK J. GEBHARD, to be the Guardian of the
person of my minor children. If Derrick is unable or unwilling to serve (or, to
continue serving) as Guardian of the person, I appoint my son, DANE A.
GEBHARD, to be the Guardian of the person of my minor children.
ITEM X: Executors. I make the following provisions
with respect to Executors:
(a) Primary Executor. I appoint DANIEL T. GEBHARD, to
be the Executor.
(b) Contingent Executor. In the event that my husband is
unable or refuses to serve as Executor, I appoint my son, DANE A.
GEBHARD, to serve as Executor. In that event that Dane is unable or
refuses to serve as Executor, I appoint my brother, HERBERT D.
KRUGER, III, to serve as Executor.
(c) Compensation. The Executor shall have the right to
receive reasonable compensation for services rendered and
reimbursement for reasonable expenses.
(d) Standard of Care. No Executor shall be liable or
accountable for any loss that may result from the good faith exercise of
the authority granted in this Will.
(e) Security. The Executor is specifically relieved from the
duty of filing bond or entering security.
Page 7 '
IN WITNESS WHEREOF, I have set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding seven (7) pages, at
the end of each page of which I have also set my initials for greater security and
better identification this W' day of February, 2008.
�A (SEAL)
DENISE A. GEBHARD
We, the undersigned, hereby certify that the foregoing Will was 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 and in her presence
and in the presence of each other, have hereunto set our hands and seals the day
and year first above written, and we certify that at the time of the execution
thereof, the said Testatrix was of sound and disposing mind and memory.
Z� (SEAL) Residingaxsz�_
'.1 1?
(SEAL) Residing at 1161Y LZI(
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
I, DENISE A. GEBHARD, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will and
Testament; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
�.:.�.�..�(SEAL)
DENISE A. GEBHARD
Sworn to and subscribed before
me this 'Jt7. day of
, 2008.
Notary Public
My Commission Expires:
(SEAL)
comMONwEALm of PENNSYLVANIA
NOTARIAL SEAL
CYNTHIA J.RULE,Notary Pubic
Lemoyne Boro.,Cumberland County
FebWWuxy 3, I2
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND
We, and 1",
the Witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present and
saw Testatrix, DENISE A. GEBHARD, sign and execute the instrument as her Last
Will and Testament; that Testatrix signed willingly and that she executed said Will
as her free and voluntary act for the purposes therein expressed; that each of us in
the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the
best of our knowledge the Testatrix was at that time eighteen (18) or more years of
age, of sound mind and under no constraint or undue influence.
Witness -Vk 1 t ne'ss
Sworn to and subscribed before
me this day of i F� T
12008.
Notary Public
My Commission Expires:
(SEAL)
COMMOKWtALTH CW PEMSYLVAN11A
NOTARIAL SEAL
CYNTHIA J.RULE,Notary Pubk
Lemoyne Boro.,Cumberland Cow*
My
Commission Expires February 3, 12
page 1 of 2
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Condition 7 slo.si4
59,217 _.�; Excetient l
$tyle:LE Minivan 4D 510,453 4
Mileage:so,000
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Max Seating:7 11/6/2014
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Fuel Economy: Comb 20 MPG I
City 171Hwy Engine:V6.3.3 Liter
Doors:4
Transmission:Automatic
Drivetrain:FWD Body style:Van
EPA Class:Minivan Country of Assembly:United states
Country of origin:Japan
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of Terms Tip:
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k Trade-in value This is the amount YOU style,
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CERTIFICATE OF TITLE FOR A VEHICLE >'
, 344
132L1001900064L-001
STOZA22C1SS2.88848 1 20051 TOYOTA1 61733050003 GE
VEHICLE IDENTIFICATION NUMBER YEAR MAKE OF VEHICLE TITLE NUMBER
Sid 0 : 1 8/01,/13 0579821 0
BODY TYPE DUP SEAT CAP PRIOR TITLE STATE ODOM.PROCD.DATE ODOM.MILES ODOM.STATUS
..4!21/05 18/01/13
DATE PA TITLED DATE OF ISSUE UNLADEN WEIGHT GVW R GCWR TITLE BRANDS
ODOMETER STATUS
0.ACTUAL MILEAGE
I
•MILEAGE EXCEEDS THE MECHANICAL
C LIMITS
2.NOT THE ACTUAL MILEAGE
3-NOT THE ACTUAL MILEAGE4006AMR
TAMPERING VERIFIED
s.EXEMPT FROM ODOMETER DISCLOSURE
ilEGtST'ERED OWNER{S) TITLE aMNDS
A.ANTIOUE VEHICLE
C .CLASSIC VEHKI.E
DENISE A GEBHARD �`�• _
Ire F Y
.FOR fWNU.S.
31.4 LANCASTER AVE 4r - ,__. H .DISTRic"T;O" VEHICLE
.E N O L A PA 170 2 5 ' .."�'�`"- L .LOGGING VEHICLE
P.iSJWAS A POLICE VEHICLE
R.RECONSTRUCTED
. S =STREET ROD
♦ T .RECOVERED THEFT VEHICLE
V VEHICLE CONTAINS REISSUED VIN
W.FLOOD VEHICLE 4 _
FIRST LIEN FAVOR OF: - SECDNO LIEN FAVOR OF: X .IS(NAS A TAXI
If a eeoond IienMlWer a sated upon safistacbon of the Mmt lion. the first
ienholder roust forward this Title to the Bureau of Motor Vehicles with Ile
FIRST LIEN RELEASED APIXO"le,form and fee-
DATE
BY
SECOND LIEN RELEASED
AUTHORIZED REPRESENTATIVE - - DATE
MAILING ADDRESS .. ...
13
• AUTHORIZED REPRESENTATIVE -
DENISE A GEBHARD
314 LANCASTER AVE
ENOLA PA 17025
pennsylvania
DEPARTMENT OF TRANSPORTATION
I caMY as of the date of issue, the official reconM of the PennsyNarl4,�pePartmdnt BARRY J . S CHOCH, P. E .
d Transportation retied that the persons)a cornpanY named herein i•.th s 3aw6#owner
d trm•t aW veh cie. Secretary of Trancporutioo
SUBSCRIBED AND SWORN f a`co-purchaser other than your spouse is fisted and you want the.fife to
d0 eEFpgE ME: be listed as'Joico Tenants With Right of SMrOvorship'(On death of one
owner,
We goes to surviving owner)CHECK HERE Q,Otherwise,the Oft
wilt to issued as'Tenarfls in Common'(On death of one owner,interest of;
deceased owner goes to histher heirs or estate).
AUNNISTEA040 QATH IF NO LIEN,CHECK 0 IS THIS AN ELT?(IF YES,FIN REQUIRED) YES 0 NOD
IST UENYKSLDER FINANCIAL INSTITUTION NUMBER:
.. IST UENHOLDER NAME
. -STREET
- CITY STATE ZIP
r
r^ IF NO 2ND LIEN,CHECK[)15 THIS AN ELT?(IF YES.FIN REQt11RED)YES 0 NOD
V h Ttw wvw0v" -y m ft WpYcelb^ b C*rwr d Two b ew wide 040~
iEp1v1.MR'f.d b M A+lpwdvKH ArM OeMr rraFr c+.krr sM IprtltMt�. .
2ND UENHCNDER FINANCIAL INSTITUTION NUMBER:
2ND UEWKXDER NAME
SIDNATUAE OF APPLICNiT OR AUTHORRED$LONER 'L
STREET
W SIGNATURE OF CO-APPLICAWJITIE OF AUTHORIZED SIGNER CITY STATE ZIP