HomeMy WebLinkAbout01-0244
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Ruth F. Gamble
also known as
No. 21-00-244
, Deceased
Social Security No. 193 -36-2993
Janet S. Gore and Jan M. Wiley
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors nat'ned in th~ iast Will of
the Decedent, dated 05/06/99 and codicil{s) dated None
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 700 Walnut Bottom Rd., Carlisle Borough
(list street, number, and municipality)
Decedent, then ~years of age, died 0~/28 ,W..Q,l, at Forest Park Health Center, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
560,000.00
$
$
$
$
situated as follows:
Janet S. Gore
7 Breton Lane, Dillsbur , PA 7019
Jan M. Wiley
One S. Baltimore St., Dillsbur , PA 17019
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems. Inc.
/16 -c::2Y/- /~
Form RW-l (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of P .. r(s) and that, as personal repr entative(s) of
the Oecedent, Petitioner(s) will well and truly admin' er the estate according to I
Sworn to or affirmed and subscribed
~ Ja et S.
before me this~~day;)f /
~- -lfAL '^^ . J) J-.....
MARCH we 2001 '~M. Wiley ,
~//y() ~//P~:h!&u~.cv
For the R glster /
No.
21-01-244
Estate of Ruth F. Gamble
Deceased
Social Security No: 193 - 36 - 2993
Date of Death: 02/28/01
AND NOW, MARCH 6
,x~200i{l consideration
of the Petition on the reverse side hereon. satisfactory proof having been presented before me,
IT IS DECREED that Letters IT] Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Janet S. Gore and Jan M. Wiley
in the above estate and that the instrument(s) dated
05/06/99
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Shon Cenificate(s).
$
60.00
I (J ,!Ji {
/7?OL~/. ~L~/~p?///// /lJ1'//~..w/;(y
Regis er of Wills
Letters. . . . .
$
375.00
Renunciation.
$
Attorney:
Jan M. Wiley, Esquire
Affidavits (
$
1.0. No:
06298
The Wiley Group
One S. Baltimore St.
Extra Pages (
). .
$
6.00
Address:
Codicil.
$
Dillsburg, PA 17019
JCP Fee.
$
5.00
Telephone:
717/432-0426
Inventory.
$
Other . .
$
TOTAL.
$
446.00
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991
WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
'::or,HVIONWEAL TH OF PENI%\ LV ANli,
DEPA.Rri\\ENT or HEAL Tii ViTi\L HEconDS
OC.r~L REGISTRAR'S CERTIFICATION OF DEAT}'j
4791398
\.;;\.~(;:~~5\;' Ct';~f1~:\
'\'~' ""j.~
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{%:~;~:\~f;l'
March 1, 2001
21-01-244
Ruth
F.
. Gamble
Se~
Female
193 - 36 - 2993
Date
February. ,28,_ 2001
Den!
December 1Q, 1912 8iI1(-;018C(::
Sb.~.mQ~,:kn.L~*=~ n n syl'!fJ !It.~.
PI-::1C"
Forest Park N1.lI:S:kl}g, Q~nt_~!" . Gl,lDlQ~rli!,l'l.c:l .c;()\.111:t:y
Carlisle Borough
Rae:
White
EJeIIlen..t:(i~Y Teacher
Ar med Forcp~,
'y
No
Mal
Widowed
.f_9.:r:~,?t: Park ,Nyts.t!!g Center
Carlisle
PA
Mrs. Janet Gore
Funeral Director
Scott D. Brenneman, FD
CocklinFup,gJ'alJ:J.Q:m~L._!.I1,~.~, 39,~ ~ .C'h~.~!.I!~.~_.~t!~E:!t" Dillslltirg, PA 17019-0424
~-,
Inanition
End Stage Alzheimer's Disease
Pal: ,!
Sev~re CHF
Descr:bE: flOVV injury
~~atLrcl' XXX
)etuTl1lnerj
,.lay ~.,~Q~~!!c!~_.~.,.
100. S.lIig'h Street, NE!liY!-}l~,. '!~I!!l!J!lvania 17241
d t ! Ci ! j 11 e ;' e q I V en! s C 0 rr c (; t! y cop i e (1
L (j a: Reg i s t r arT h t~ CH I 9 I a Ice rt ; f : c
'J ! rnanerlt t!! ng
6 7608
March 1. 2001
153 Logan Road, Dillsburg, PA 17019
....
..
.
fl.,
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21-01-244
iliasl mill nnn QIl'smmtut
OF
RUTH F. GAMBLE
BE IT REMEMBERED, that I, RUTH F. GAMBLE, of 18 Frost
Lane, Dillsburg, York County, Pennsylvania, being of sound
mind, memory and understanding, do make, publish and declare
this as and for my Last will and Testament, hereby revoking
and making null and void any and all Wills and Testaments and
writings in the nature thereof by me at any time heretofore
made.
ITEM 1:
I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be
convenient.
ITEM 2:
I give the sum of Five Thousand ($5,000.00)
Dollars to SANDRA WISE, of Dillsburg, Pennsylvania.
ITEM 3:
All the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate, whether
it be real, personal or mixed, including property over which
I have a power of appointment, I give, devise and bequeath as
follows:
(a) Thirty-Three and one-third (33 1/3)
percent
thereof to WILLIAM S. GORE.
(b) Thirty-three and one-third (33 1/3) percent
thereof to JANET S. GORE.
(C) Thirty-three and one-third (33 1/3) percent
thereof to my sister, MARGARET E. SHINER.
ITEM 4: I direct my hereinafter named Co-Executors to
w:
~/ -t: ~.4.tA& (-SEAL)
RUTH F. GAMBLE
\Ovv~. uCvr,hvL
-1-
..,.
- .~
.
fII.' .-
, '
.".
I' .
pay all inheritance, estate, succession and legacy taxes of
whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of my demise, may be subject and to charge
such taxes against my residuary estate, it being my intention
that none of the aforesaid taxes, either federal or state, on
any property required to be included in my gross estate,
under the provisions of any state or federal law now in force
or hereafter enacted, shall be prorated among the persons
interested in my estate to whom such property is or may be
transferred or to whom any benefit accrues.
ITEM 5:
I appoint JANET S. GORE and JAN M. WILEY,
ESQUIRE, as Co-Executors of this my Last will and Testament.
ITEM 6 :
I direct that my Co-Executors shall not be
required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this to -th day of -rr7~ ' 1999.
\1?':k tr. .4~~/(SEAL)
RUTH F. GAMBLE
~(V~~
-2-
~l'
.
~" -
-"
COMMONWEALTH OF PENNSYLVANIA
.
.
: SS
COUNTY OF YORK
We, RUTH F. GAMBLE,
::r 0 F. 4f+rr>an
:7 all fl1. W / I-e-'-I
and g~-I htJ.fI 'f L ~ ~ a n1 b~Y'"
,
the Testatrix and the witnesses respectively, whose names
are signed to the attached 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 Testament and that she
had signed willingly (or willingly directed another to
sign for her), 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 this Last will and Testament as
wi tness and that to the best of their knowledge the
Testatrix was at the time eighteen (18) years of age or
older, of sound mind and under no constraint or undue
influence.
w~ ~
WI E
Sworn to and subscribed
before me this tp-dJ day of
, 1999.
TARY PUBLIC
CERTIFICATION OF NOTICE UNDER n.ULE 5.6 (a)
Name of Decedent: Ruth F. Gamble
Date of Death: February 28,2001
Estate Number: 21-01-0244
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 beneficiaries of the above-captioned estate on
March 19, 2001:
Name
William S. Gore
Janet S. Gore
Margaret E. Shiner
Sandra Wise
Address
7 Breton Lane, Dillsburg, P A 17019
7 Breton Lane, Dillsburg, P A 17019
303 Court St., Doylestown, PA 18901
108 Lucust Way, Dillsburg, PA 17019
Notice has now been given to all persons entitle
eto under Rule 5.6 (a) except N/A.
Date: March 19, 2001
M. L-J
Name: Jan M. Wiley, Esquire
Address: One S. Baltimore St.
Dillsburg, P A 17019
Telephone: (717) 432-9666
Capacity: Counsel for personal Rep.
~nventory of the real and personal estate of
Ruth F. Gamble
deceased
"SEE ATTACHED"
..
TOTAL:
$536,02 .96
I
REV-1502 EX + (1-97)
.. COMMONWEALTH OF PENNSYLVANiA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-01-0244
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 wUllng buyer and a willing seller, neither being compelled to buy or sell, both having
reasqnable know\edge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Sale of home & property situate at 18 Frost lane, Dillsl:urg, PA:
2 sale of Lot, situate in carroll Twp., York COUnty, PA:
90,000.00
100.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional shee1s of the same size)
90,100.00
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 Neice, Inc.
REV-1503 EX + (1-97)
'COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-0244
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Smith Barney Account No. 740-1012342902:
39,291.57
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, In=.
TOTAL (Also enter on line 2, Recapitulatlon) $
(If more space is needed, Insert additional sheets of the sama size)
39,291.57
REV;1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, &: MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
FILE NUMBER
Include "foc_ads of litigation &. date proceeds were received by the estate. All r
ITEM
NO.
DESCRIPTION
1 Mellon Bank Account Nt.nnber: 00310-409832:
2 Mellon Bank Account Nt.nnber 00135969:
3 -Fulton Bank Savings Account #339-33110:
4 Fulton Bank Chedking Acct. #3619-68660:
5 Fulton Bank CD#643-0056383:
6 Fulton Bank CO#643-0056384:
7 Fulton Bank 0)#643-0056385:
8 Fulton Bank CO#643-0056386:
9 Fulton Bank CQ#643-0056387:
10 Fulton Bank CO#643-0056388:
11 Fulton Bank CD#643-0056390:
12 Waypoint Bank Savings Account #1000002643:
13 waypoint Bank CD #1066225798:
14 Waypoint Batik CD #1066234211:
15 Waypoint Bank CO#1066234274:
16 Waypoint Bank CD#1066234316:
17 Waypoint Bank CD#1066240578:
18 .Waypoint.Bank:CD#1066240586:
19 Waypoint Bank CD#1066240623:
20 Waypoint Bank CO#l066240683:
21 Waypoint Bank CD#1066245741:
22 Waypoint Bank CO#1066245767:
Total from continuation
TOTAL Also enter on line 5, Reca ltulation) $
(If more space is .needed, Insert additional sheets of the same size)
7 CPA81 NTF 10906
Copyright Forms Software Only, 1997 Neltoo, Inc.
21-01-0244
must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
2,952.01
25,050.67
2,859.83
3,870.93
5,013.21
15,037.37
10,034.78
26,045.37
6,020.33
8,010.02
9,010.47
2 (091.62
5,021.53
5,021.53
10,038.84
10,224.75
10,040.54
5,019.71
5,019.34
15,059.14
5,018.09
20,042.38
200 130.93
406 633.39
Fstate of: Ruth F. Gamble
. SCHEDlJIE E - cash, Bank Deposits and Miscellaneous personal Property
Page 2
21-01-0244
Item
No.
Description
Value at Date
of Death
23 ' Waypoint'Barik CD#1066245800:
24 Commerce Bank Savings #410116054:
25 Commerce Bank TiJne Deposit Acct. #1849:
26 COImnerce Bank Tllne Deposit Account #8942:
27 COImnerce Bank TiIne Deposit Account #8932:
28 CcsmJno.xce Bank Time Deposit Account #9848:
29 Commerce Bank TiJne Deposit Account #21615:
30 Commerce Bank T:llne Deposit Account #24228:
31 Commerce Bank Time Deposit Account #100426:
32 COImnerce Bank Time Deposit Account #300927:
33 ENe Bank CQ#21001060343:
34 PNC Bank CO#21001060377:
11,038.98
1,383.96
25,290.75
6,009.34
7,027.76
10,022.62
31,014.37
7,007.49
18,117.87
3, 007 .48
12,015.41
10,041.58
35 me Bank 0)#3J.200074417:
5, 059 .12
36 PNe Checking Account #5001000769:
37 PNe Bank Checking Account #5140022343:
38 mc Bank Savings Account #5130385845:
39 M&T Bank Savings ~t #15004200835097:
40 M&T Bank CD#31003911377058:
41 M&T Bank C)#31003911377074:
42 PNC Bank CQ#21001060355:
43 PA Blue Shield (refund):
44, American General Life Insurance Co. (annuity payment):
45 York Hospital (refund):
4,002.01
9, 336.69
864 .10
2,271.26
10, 032 . 09
10,029.62
10, 000 . 00
251.50
980.00
21.11
~. (Carry f~rward ,to ~~ sched~e)
194,825.11
page ;;J
21_01-0244,
~'tB of: }\Uth!'. Q81lib1.e .
~ E _ cash. ~ peposits a:rd ~~ ~ ~
value at oate
of neath
------------=
980.00
~ipt.ion
1.,200.00
1.,094.99
202 .00
so
~ c;e:oera~ 'Lite ~ CD. (annuity payroent) :
~ ?a~ ~ved :fratl ~Y'S:
~ poin'tB (refurii):
pA pept. of ~ ('I;a)t refurii) :
~ r..~~'$ ~ ~ CD. (refurii):
pub~iC ~~ ..,t0yee5 ~~ syst.ent\
226.00
It.eJ1\
No.
--
46
41
1.,602.8'3
48
49
5'1
~.(~f~to~~e)
. . . . . .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
I
:,J It.. C Y ,j A 1\] ;-,.1
~ BALTIMORE STREET
[~I~__1_58lJF~(~~ PA 1?()1(~
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
No.AA 496639 REV-1162 EX (11-96)
ACN
ASSESSMENT
CONTROL
NUMBER
1 (; 1
AMOUNT
~bL4 . L,OO. (d)
ESTATE INFORMATION:
FOLD HERE FOLD HERE
FILE NUMBER
2 1 -, E:OO 1 '.Or~;{iJ~
~::;~~;N 193-- :36-,,299:::3
(FIRST)
(MI)
NAME OF DECEDENT (LAST)
Cl;\!1F1:~f: t.{Lf }~'l i
DATE OF ;AI24N~ ':>.=1'.=.. :
.'
POSTMARK DATE
:.:'~ / (_: .~'~/ c~' () ,C) :L
COUNTY
C ur"IBE.::f;;:L{.\!\i rJ
DATE OF DEATH
2./ Z:lt3 / ..?()() i
- '.' ~~ C'; Jt :1 c'~:. 'J
SEAL
, -,
TOTAL AMOUNT PAID
~.~ ,..~
" /'"
RECEIVED BY i/"'" ,~"(. ,: {' (f
Iv1 A F, V' c: _ L r::,k:-JI 5
i.{[ G I T E:' F! /6r :'J}
REGISTER OF WILLS
. '.
''II'
lI'~t
"
\~
~f.. i:,J ~:+ '" '~~) () t); (J ()
. .....
:-: j.} Ei
~~~,~-",",.....,.,.-I'
.' ./~. ".<<~._ f
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
JAN M WILEY
ONE S BALTIMORE ST
DILLSBURG, PA 17019
_u___u fold
ESTATE INFORMATION: SSN: 193-36-2993
FILE NUMBER: 21-2001- 0244
DECEDENT NAME: GAMBLE RUTH F
DATE OF PAYMENT: 08/02/2001
POSTMARK DATE: 08/01/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 02/28/2001
NO. CD 000112
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,711.43
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,711.43
REMARKS: JAN M WILEY ESQUIRE
CHECK# 4773
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/ ~~/t/-, /q
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-24-2001
GAMBLE
02-28-2001
21 01-0244
CUMBERLAND
101
JAN M WILEY ESQ
THE WILEY GROUP
1 S BALTIMORE ST
DILLSBURG
PA 17019-1102
s~*
REV-1547 EX AFP (12-00>
RUTH
F
Amount Remitted
CHANGED
(1)
(2)
(;3)
(4)
(5)
(6)
(7)
90.100.00
39.291.57
.00
.00
406.633.39
.00
63.498.88
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4-j-E3f-AFP--fi2":O()f-NO,.-icE--Oj:-'rNHEifiTANCE-TAX-APPRAisEHENT~--Aii-oWAN-CE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GAMBLE RUTH F FILE NO. 21 01-0244 ACN 101 DATE 09-24-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
94,781.51
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
599,523.84
94.799 3~
504,724.52
.00
504,724.52
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
166,574.84 X 12 = 19,988.98
338,149.68 X 15 = 50,722.45
(19)= 70,711.43
17.81
(11)
(12)
(13)
(14)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-23-2001 AA496639 3.400.00 64,600.00
08-01-2001 CDOOO112 .00 2.711.43
TOTAL TAX CREDIT 70,711.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO 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.)
c
STATUS REPORT UNDER RULE 6.12
Name of Decedent: I<LLfh F t;t1JYlble
Date of Death: ~Ja?JD
I ,
Will No. ~/-OI-tJ;),yLj Admin. No.
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:
J. 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 ma be attached to this report.
Date: 7-3i -D I
~
t+ 1\) f\A., I .t )::r- L F-Y f- S (J 1 ).J:Q F-
Name (Please type or pr1nt)
i s. ;~(d +1 Morp Sf-.
Addres s 'J:Yi! \..sb Url), Pt+' ,cd q
( 11'7) L{3;J - q& iI {JJ
Tel. No.
Capacity:
Personal Representative
~counsel for,personal
representat1ve
(MAH: rmf / AM3 )
, REV-1!jPO EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECE-
DENT
CHECK
APPRO-
PRIATE
BLOCKS
COR-
RE-
SPON
DENT
RECA-
PITULA-
TION
TAX
COMPU-
TATION
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Gamble Ruth F.
DATE OF DEATH (MM-DD-YEAR)
02 28 01 12 10 1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ 1. Original Return
4. Um~ed Estate
8. OIlClldentDllldTllstatll
(Attach copy of Will)
9. UtlgaUon Proceeds Received
~ 2. Supplemental Return
4a. Futurelnterllst Compromise
(datil of death aftar 12-12-62)
7. Ollcechtnt Maintained a Living Trust
Attach a copy of TrLlst)
10. ~Pousa.1 Poverty Credit (date of duth between
n-31-91and 1-1-95)
C-
OFFICIAL USE QNL Y
/C:r02/<1-
);2.
""'''',....
:~":~:~i:
NAME
Jan M. wil
FIRM NAME (It Applicable)
'!heWil
TELEPHONE NUMBER
717-432-9666
e
FII-E NUMBER
21 01
0244
NUMBER
COUNTY CODe
YEAR
1. Real Estate (Schedule A)
2. SIooks and Bends (Schedule B)
(1)
(2)
SOCIAL SECURITY NUMBER
193-36-2993
THIS RETURN MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3; Remainder Return
B (date of death prier to 12-13-82)
5. Federal Estate Tax Return ReC1uired
1 8. Total Number of Sate Deposn BOX88
011. ElllctiontotaxundllrSllc,9113(A)
(Attach Sch 0)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5)
6. Jolnuy Owned Property (Schedule F)
o Separate Billing Requested (6)
7. Inter-Vivos Transfers & Miscellaneous
Non-Probate Property (Schedule G or L)
(7)
8. Total Groaa _ (total Unes1-7)
9. Funeral Expenses & Administrative CostS (Scheclule H)(9)
10. Oebb of Decedent, Mortgage Liabilities, & Uens (Scheclulel) (10)
11. Total Deductions (total Unes 9 & 10)
12. Net Value of Estate (Una 8 minus Una 11)
13. Chsrltable and Governmental Bequests/See 9113 Trusts tor which an aleetion to tax
has not been made (Schadule J)
14. Net Value Sub ect to Tax Una 12 minus Une 13)
90,100.00
39,291.57
None
None
OFFICiAL USE ONLY
406,633.39
None
63,498.88
(8)
94 ,781. 51
17.81
(11)
(12)
(13)
599,523.84
94,799.32
504,724.52
None
(14)
504 724.52
SEE INSTRUCTIONS ON PAGE 2 FOR APPUCABLE RATES
15, Amount of LIne 14 taxable atthe spousal tax
rate, ortransfers under Sec. 9118 (a)(1.2) )( .0 (15)
16. Amount of Line 14 taxable at lineal rate 0.00 X.O 45 (16)
17. AmOUfltof Lll'\e 14ttl.xabltl&taib"l'l\}rate 166,574.84 X .12 (17)
18. Amount of Line 14taxabJe at collateral rate 338,149.68 x.15 (18)
19. Till( Due (19)
20. 0 1000!~cKl!mw;wmiMij;j~~QI~;:i!R~mji(ijt\i"'l:Mli!iiAmefjt1
NTF 211755
Copyright 2000 Qreatland/NlIlco LP- Forms Software Only
0.00
19,988.98
50,722.45
70,711.43
}XfmgtM1N#MhtHMN@UMtm]~~~:Wtd~fr.(tM~~AW1~!rj~$U6N$f~.I~I_~j~.:Wijj;ft(~.Q~~mBMI#1Jil%itrtMtH/M\gHg@ffimn!W
o PA15001
Estate of: Ruth F. Gamble
21-01-0244
SUMM1\RY OF AllDCATIONS 'ro BENEFICIARIES
Taxable at sibling rate
Margaret E. Shiner
166,574.84
Taxable at oollateral rate
Samra Wise
Janet S. Gore
william S. Gore
5,000.00
166,574.84
166,574.84
338,149.68
c PA RE\i-l500 EX (e-oo)
Com
Page 2
Decedent's ~plete Address:
STREET ADDRESS
Forest ParX Nursirrr center
CITY I STATE IZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Pagel Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
70,711.43
64,600.00
3,400.00
Total Credits (A + B + C)
(2)
68,000.00
3. Interest/Penalty n applicable
D. Interest
E. PenaJlty
0.00
0.00
Total InteresVPenally (0 + E)
4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAVMENT.
Check box on Page 1 Un. 20 10 request a refund
5. If Una 1 + Una 3 is greater than Una 2, enter the difference. This Is the TAX DUE.
A. Enter the Interest on the tax due.
B. Enter the total 01 Una 5 + SA. this is the IlAlANCE DUE.
Make Check Payable to: REGISTER OF WILLS. AGENT
[ji1@It.flMThl]tflJ~Jllli1ii~~WJrflfl~I~~~*i~r~'1~ff.kttflfM*[1~gMf{{tHMI~r*lftliNIr.@1~1~1~mg*~IJ@~~mf~ff1~~MMtf~j1~~t.Ji[WfM~:U~:f:j::: '}^~;'~~V)~:i;f~~2~);
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
(3)
0.00
(4)
(5)
(SA)
(5B)
2,711.43
0.00
2,711.43
1. Did decedent make a transfer and:
.. retain the use or Income 01 the properly translened; .......................................
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 banaficiary 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 perjulY, 1 declare that I have examined this returnj including accompanying schedules and statements, and to the best ot my
knowled and benet, it is true, co and complete. Declaration 0 preparer other tlian the personal representative is based on information of
whic e arer has an kn ed .
S NAT 0 PE SO ES LE FOR F ING ETURN DATE
1'3/
Yes No
~ !
8 ~
o
DATE
01
. Balti.m:>re st.
PA 17019
jmW:~:;':'.A:@itWtMm&@W%mt?:KHmMW~j.%%~lWttK~WtMmnromtnmm.%tmmM~W\tM%iMMNtm\t:::;.,~..:.>j ,y'~'::, ~;' ~>)'~~ . ;" .:~::<:a\It..?:t::.-::::::::::~:':~: imMWl ~:mM
es of death on or after July 1,1994 and before January 1, 1995, the tax rate impo5ild 01'1 the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S.' 9118 (a)(1.1)(i)).
For dates of death on or after January 1, 1995, Ute tax rate Is im;lO$ed on the ne\ value of transfers to orforthe use of the surviving spouse is 0% [72 P.S. . 9116 (a) (1.1) (ii)),
The statute Itn.... "nt "1f..mDt a transfer to a surviving SpoUSll from tax, and the statutory requirements for disclosure of A.$sets and filing" tax return are still applicable even
if
the surviving spouse Is the only beneficiary.
For dates of death on or after JLlly 1, 2000:
The taxratlll impaled 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)(1.2l].
The taxra" imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S.. 9118(1.2) [72 P.S. Ii 9116{a)(1)).
The tax rate Imposed on the net value of transfers to or forthe use of the decedent's siblings is 12"10 [72 P.S.' 9118{a}{1.31~ AslbUng is de~ined, under SectIon 9102, as an Irrdivldual
who huat leaatone parent In common with the decedent, whether by blood or adoption.
o PAl5002
NTF 29758
Copyright 2000 GreatlandfNelco LP - Forms Software Only
Estate of: Ruth F. Gamble
21-01-0244
'nle followirq person{s) are signirq the retuJ:n as representative(s) of the estate:
Janet S. Gore
7 Breton Iane
Dillsl::l.1l:g, PA 17019
COMMONWEAlTH 0' f!NNS'ttV..N'A
DEPARTMENT OF REVENUe
INKEIlnAHCI TAX DIVISION
DEPT. 210601
I:'I..RRISIURG. PA 1712B.0601 Please Print or Type"
MUST BE COMPI.ETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE AOORU.S
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
19-3- 36- 2993
DTOFDTH
2/28/01
REU/5EX+il.92)
.
(Q) [t2> Y fi:.
SAFE DEPOSIT BOX
INVENTORY
DECE ENT'S NAME (LAST, FIRST, MIDDLEJ
GAMBLE RUTH F.
ADDRESS OF DECEDENT (STReeT)
FOREST .PARK NURSING HOME, 700 WALNUT BOTI'OM RD
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAM!j
ATIDRNEY JAN M. WILEY
(CITY!
CARLISLE
(STAT!)
PA
{STReET ADDRESS}
1 SOUTH BALTIMORE STREEI'
(CITY)
DIUSBURG
(STAT!I
PA
NAME. ADDRESS AND RELATIONSHIP IIF ANY) TO DECEDENT. OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAM!) _ 'IRELATIONSHlp).
--JA"'~+ S. C;orc ~.
ISTRm ADDRESS) ICITY)
7 B.r~76p LN. )")-/J_-.6/J",,<;f>,..
b. INAMEI .::r: (RELATIONSHIP)
'" I'Y ....-I _ "^'; Ie '1 E\4 . J,. 11 #.If
(STREET ADDRESSI (CITY)
I...s; ~.4-t..-f. s-l:
,t\;:}:.;;::..
t.<.'
(ZIP CODE)
17013
(ll'CODI! .
17019. .
(STATE} (ZIP COD!)
/7019 .
(STATE)
p,..
.. (NAME}
(STREET ADDRESS)
(CITYj
~SiATEl
NAME AND ADDRESS OF ANANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
PNG BANK
lSTReeT ADDRtSS~ (CITY)
403 NORTH BALTIMORE STREEI' DIU.SBURG
(STATE)
PA
a. b. (NAM!)
~ rL. .::::]A.,.; M. W: Je'1
ISTREET ADDRESS)
L/J. I. ..s. ljAU. S+
ISTATE) IZlP CODE) (CITY! n
p"" I 7 0 J <:t ])i It b \J I" r.+.
NAME AND TITLE OF EMPLOYE AKING THE INVENTORY
r.--
I <lA.-( '>" J 1'0.. '1~ y"
e;~t
ISTATE)
WAS A WILL IN THE BOX? DYES 0 II Y'" .. Dat..1 will.
b. Nom. and addr... of personal '.presentative, if named In the will
(NAME)
{STREET ADDRESSJ
(CITY)
(STATEI
c. Nam. and ocld,... of crttonwy, if ony
(NAME}
{STREET ADDRESS}
(CITY!
(STATE)
(ZIPCOJ;>E1 .
J7t!i I' .
IZIPCODE)
IZJPCQpEl
17019
~ '
.....
.,~ ,"!
(ZIPCQDEJ
{ZIP,CODEI
(ZIP CODf)
",'
Page
of
'-~, -.
SAFE DEPOSIT
INSTRUCTIONS
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are
to be designated by name of company, certificate number, date of certificate, name in which stockis registered,
and number of shares and class of stock.
(3) Obligations of U. S. Government: Number of items, date of issue, face value, names in whiJ:h registered
and type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or ather designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, lost date appearing in
book, name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible..
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: list and describe as
fully as possible.
(8) All other contents.
TORY
; _r
ITEM
NO.
ITEM DESCRIPTION
I
.Dc
/'{. C
CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS
RRECT AND COMPLETETO THE BEST OF MY KNOWLEDGE AND BE
A UFtE ,
~.
PRI ME AN
J~41
~5P' APP OPRIATE B X:
C.o e?"-i... a'" d ~Executorftrix} o Administrator{tril()
o Estate Representative 0 Joint owner o~ safe deposit box
NOrE: Attad, addltlonaIS'h" X II" sheet (s)lf necessary or use duplicates ofthls page of form.
REY-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-01-0244
All real property owned solely or 88 . 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, nelther being compelled to buy or sell, both having
reasonaQle knowledge of the relevant faClB. Real property which Ie JolnUy-owned with right oIeurvlvorehlp must be dleclosad on Schedula F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 sale of hane & property situate at 18 Frost Lane, DillsbJrg, PA:
2 sale of Lot, situate in Can'oll 'lWp., York County, PA:
90,000.00
100.00
TOTAL (Also enter on line 1, Recaohulation) $
(If more space is needed, Insert additional sheets of the same size)
90 100.00
7 CPA21 NTF 10904
CopyrIght Forms Software Only, 1997 Nelco, Inc.
u.s. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
A. HI}fl-l UNIFORM SETTLEMENT STATEMENT
,.. B. T of loan
1.[ J FHA 2.ll FmHA 3.1 ] Conv. Unins. 6. File Number. 7. Loan Number. 8. Mortgage lneurence Case Number.
4.[]VA 5.fIConv.lns. 10751 5700121721
C. NOTE: This fann furnishes a statef1lent of settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
"(p 0 c.)" were paid outside the closing' they are shown for Informational purposes andere not Included In the tolals.
. .
0: Name & Address of Borrower. E. Name, Address & TIN of Seller. F. Name & Address of Lender:
Eric N. Trembly & Leann M. Trembly Janet S. Gore & Jan M. Wiley Fulton Mortgage Company
1 B Frost Lane 7 Breton .Lane 1 Penn Square. Suite 304
DlIIsbum PA 17019 Di\lsbum PA 17019 Lancaster PA 17802
G. Property Location: TIN of Seller: I H, SetlleJ)1enl Agent:
18 Frost.Lane Place of Settlement Jan M. Wiley. Eequire
Dfllsburg, PA 17019 Wiley, Lenox, Colgan & Marzzacco, P.C. 1 S. Bell/more Street, DlIIsburg, PA 17019
Parcel No. 20-000~PC-0023.AO 1 S. Baltimore Streel DlIlsbum. PA 17019 I. Settiement Date: MaY 29 2001
J. Summary of Borrower's Transaction .
1 DO Gross Amount Due from Borrower'
K. Summary of Seller's Transaction
400 Gran Amount Due to Seller:
-
101. Contract sales nrice 90 000.00 401. Contract sales Dnce 90 000.00
102.Pe~onaIPronP.rtv -402. P'6fSOOa\ ,PrnnArN
103. Borrower's setuement chames (line 1400 3 712.88 403.
104. 404.
105. 405.
Adjustments for Items paid by seller In advance Adlustments for lIems osld b'I seller In advance
106. City/town taxes 5124101 to 12/31/01 29.68 406. Cltvllown laxes 5124101 to 12/3111)1 29.68
107. Countv taxes 5/24101 to 12/31101 217.41 407. Countv taxes 5124101 to 12/311ll1 217.41
108. School taxes 5/24101 to 6130101 127.52 408. School taxes 5124101 to 6130101 127.52
109. to 0.00 409. to 0.00
110. 410.
111. 411.
112. 412.
113. 413.
120. Gross Amount Pue from Borrower 94087.47 420. Grou Amount Due to Sener 90374.61
200. Amounts Paid hv or In Behalf of Borrower: 500. Reductions In Amount Due to Seller:
201. Oen<\!,its Of earnest monev 7 000.00 501. Excess deooslt (see lnstruc:;llons\ 7 000.00
202. Princioal amount of new loan(s 79610.00 502. Settlement chames to' seller line 1400\ 905.00
203. Existino toan(s taken sumec\ to 503. Exislinn loan/ll.) taken sub eel to
204. 504. Pmtoff of first mortl1al1e
205. 505. Pavnff of second morfasl1e
206. 606.
207. 507.
208. 508.
209. 509.
Adiusbnents for Items unpaid by seller' Adiusbnents for Items unDlld by seller
210. Citv/town taxes to 0.00 510. Cltvnown taxes 10 0.00
211, County taxes to 0.00 511. Countv taxes to 0.00
212. Assessments to 0.00 512. Assessments to 0.00
213. to 0.00 613.. to 0.00
214. 514.
2.15. 515.
216. 516.
217. 517.
218. 518.
219. 519.
, 220. Total Paid Bv/for Borrower 88,610.00 520. Total Reduction Amount Due Seller 7,905.00
300. Cash at Settlement Fromlto BotTower 600. Cash ai Settlement ToIfrom Seller
301. Gross amount due from borrower line 1201 94.087.47 601. Gross amount due 10 seller line 420) 90 374.81
302. Less amounts Daid bvlfor borrower ([Ine 220 86 810.00 602. Less reducl:ions in amount due seller lIine 620) 7 905.00
303. Cash IHI from IflI to Borrower 7.477.47 603. Cash 1181110 nI from Seller 82 489.81
Substitute Form 1099 Seller Statement
The infonnation in Blocks E, G, H, i & line 401 (or. If line 401 is asterisked. line 403 and 404) Is ImPortant tax Infonnatlon and Is being furnished
to the I~temal Revenue Service. If you are required to file a return, 8 SElncljon will be Imposed on you If this item Is required to be reported and
the IRS determines that it has not been reported. If this real estate Is your principal residence, file Fonn2119. Stile or ExchatJge of Principal
Residence, for any gain, with your income tax return; for other transactions. complete the applicable parts. of Form 4797, Fonn 6252 and/or
Schedule 0 (Form 1040). You are required to provide the Settlement Agent (named above) with your correct taxpayer ldentmcatlon humber. If
you do not provide the Settlement Agent with your taxpayer Identification number, you mey be subject to cIvlJ or criminal penafUes Imposed by
law. Under pene of perjury, I rtl that the number shown on this statement y correct taxpayer idenUflcatlon number. -
(Seller)
(Sells.,
700. 1;otal SaleolBroker'o Commlnlon: bond on 0 90 000.00 %
Division f Commis '00 ine 700 as follows'
701.
702.
703. Commission id at Settlement
704.
800. (tems Pa abteln Connection with loan
801. Losn Ort ;""lIon Fee
802. Loan Discoun
803. raissl Fee 225.00 - Central Pen raisers
804. Credll Re rt 18.00 - B
80 . lender's Ins action Fee
BOO. Mort e Insurance lication Fee
807. lication Fee 95.
80B. 00 ment P tion
809. Insurance Servi Fee - eritrac
810. Tax Service Fee - Fif81 American Real state eM S
811. Flood Certification Fee - Fl tAmerican Rood.
812. Automated UndelWl'1tin F e - Fannie Mae
813.
814.
900. ltemo Ro ul...d Lsndor to Be Paid In Ad...."""
901.lnlo...o from M 9 2001 to Jun 1 2001 1 .6100 rdo
902. Mo a e nsurance Premium for
903. Hazard Insurance Premium for
904.
905.
1000. Reservet De osited with Lender
1001. Hazard Insurance monU\s rmonth
1002. Mo a nsurance nths r th
1003. C ro ta as m nths ST th
'\004. Coun e taxes 4 months 34.63 er Ul
1005, School ro rt taxes 12 months 111.54 ermonth
1006. P Ilnsurance s 44.45 r rnonlh
1007.
100B.
1009 A ate Accountin Ad'u tment
1100. Title Ch r 8S
1101. Settl ntfclosln fe
1102. A stract!tlUe sea
1103. ntle minati n
1104. TlfIe os rance binder
1105. Document re aralian
1106. Nota fees
1107.A orne 'stees
includes above item numbers
1108. TiUe insurance Poli No. 920322
Indudes above Item numbers
1109, L ndel' covers 9610.
1110. Owner's coverage $90,000.00
111 . Endorsements 100 300 900
1112. CJosin Protection Letter
1113.
1200. Govl!mment ReeD In and Transfer Cha es
1201. Re rdin 0 ed 31.0 Mo a e 55.00 R lease
1202. Ci lcoon taxlstam s: Deed 900.00 Mo a e
1203. Slate taxi s: De d 00 art a e
1204.
120 .
12
1300. Additional Settlement Cha es
1301. SuM>
302. Pes t ctio
1303.0ve i ht Fee elas' Documents
1304. Madeli e Ha old Tax Collector- T C flCBtIon
1305.
1306.
307.
130B.
1400. Total Settlemen Char es his Number
Paid from
Borrowe(o
Funds BI:
SellIement
Peld From
Seller's
Funda at
Sa men
0.00
P.OC.
P.O. .
P.O.C.
175.00
54.00
75.00
7.00
P .C.
33.
0.00
0.00
O.
138.52
1410.48
0.00
138.
788.75
150.00
3500
6600
.00
000
.00
8.00
5.00
3712.86
905.00
Seiler
B_
Seller
Jan M. Wiley Leann M. bly
st of my knowledge the HUO-1 Semement Statement which I have prepared 18 true ,and accurate account of
nd have been or will be disbursed by the undersigned as part of the seltlement oJ \hIs transaction.
...... . Settlement Agent s::- !,?Jj J t!!J I Dole
Jan M. Wiley, EsqUire -I "
WARNI . 11$8 ctllflll to knowingly make faJaealtltement5tolt1e UnIted Slates on IhlsoranvolheretmUacfotm. P'lmBIUea\lPOl'o1Xlrl'lldlon1llln1l'Jctude.fIna and ~ Far
detBlIs fo'&e: TYtIe 1& U.S. Code S$CIIon 1001 and Seclkm 1010.
Borrower
j:
II
il
THE WlLEY i i
GROUP'
ATfORNEYSATLAW [I
ONE SOlTIH BAI.:l1MOREST. II
DIUSBURG,PAI7019 I
II
II
II
II
II
Ii
i
Ii
II
I,
il
il
I
i'
)1
II
II 2001, BY AND BETWEEN,
II
II
II
,I
1\
,j
II
II
II
II
II
Ii
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/a..I'c.e"j '/fJ"jo-CO')-;t! - tJ0#13,itO
r N DEN T U R E
THIS INDENTURE, made the ,3(st
of /Ju j if'
day
,
JANET S. GORE AND JAN M. WILEY, CO-EXECUTORS, under the
Last will and Testament of RUTH F. GAMBLE, late of Carlisle
Borough, CUmberland County, herein referred to as Grantors of
the One Part,
AND
WILLIAM S. GORE and JANET S. GORE, husband and wife, of 7
Breton Lane,
Dillsburg,
Pennsylvania,
herein referred to as
Grantees, of the Second Part.
WHEREAS, Ruth F. Gamble, departed this life on February 28,
2001, having first made her Last Will and Testament in writing;
and
WHEREAS, Janet S. Gore and Jan M. Wiley were appointed and
constituted as Co-Executors of the Estate of said Ruth F. Gamble
by Item # 5 of said will; and
WHEREAS, Janet S. Gore and Jan M. Wiley, pursuant to the
power granted to them, are desirous of conveying said piece or
II
i: parcel of real estate described herein, owned by the Estate of
,I
Ruth F. Gamble.
w r T N E SSE T H
That the said Grantors for and in consideration of the sum
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ATl'ORNEl'SATLAW i'
ONESOUIHBALTIMOREsr. ! I
DnLSBURG, PA 17019
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II ALL THAT CERTAIN tract
County, Pennsylvania,
II described as follows:
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of ONE HUNDRED DOLLARS
($100.00)
lawful money of the united
States of America, unto them well and truly paid by the Grantees
at
before the sealing
and delivery hereof,
the receipt
or
whereof is hereby acknowledged, has granted, bargained, sold,
aliened, released and confirmed, and by these presents do grant,
bargain,
alien,
sell,
enfeoff,
release and confirm unto the
Grantees, their heirs, successors and assigns:
of land situate in Carroll Township, York
being more fully bounded, limited and
BEGINNING at a point on the eastern side of private, unnamed
forty (40) foot wide street, designated as "A" street on the
1,'1' hereinafter mentioned plan, said point marking the common point
of adjoinder of the within described tract with other lands now
I' or formerly of Ethel Bunner, said point also being located, for
II' reference purposes, a distance of one hundred five (105) feet,
as extending along the easternmost edge of af,orementioned "A"
iil Street, from the northern edge of Carroll Drive (T~886); thence
1 departing from lands now or formerly of Ethel Bunner, and
II extending along the eastern edge of aforementioned "A" Street,
III North zero (00) degrees fifteen (15) minutes west, for a
, distance of one hundred five and no hundredths (105.00) feet to
, a point on the edge of said roadway at lands now or formerly of
II Eugene C. Toomey; thence departing from aforementioned "A"
II street, and extending along lands now or formerly of Eugene C.
" Toomey North eighty-nine (89) degrees forty-five (45) minutes
'1,1' East, for a distance of one hundred forty-three and zero
hundredths (143.00) feet to a point at lands now or formerly of
il the A.A. McWilliams Estate; thence extending along lands now or
,I formerly of the A.A. McWilliams Estate, South zero (00) degrees
fifteen (15) minutes East for a distance of one hundred five and
zero hundredths (105.00) feet to a point at lands now or
formerly of Ethel Bunner; thence extending along lands now or
formerly of Ethel Bunner, South eighty-nine (89) degrees forty-
five (45) minutes West, for a distance of one hundred forty-
three and zero hundredths (143.00) feet to a point on the
easternmost edge of aforementioned "A" street, said point marking
the place of BEGINNING.
THE WILEY
GROUP
A.TIORNEYSA.TLAW (i,
ONESOlJ'IHBALTIMQREsr. ! I
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DlLLSBURG,PAl7D19 II
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CONTAINING 15,015 square feet, and being an unnumbered lot on a
final plan of resubdivision of Clarence and Ruth Gamble, dated
september 28, 1976, revised November 19, 1976, and recorded in
the Office of the ReCorder of Deeds in and for York County,
pennsylvania, in Plan Book Z, at page 175.
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I'i[ IT BEING a part of the same premises which Ruth F. Gamble, by
her deed dated February 6, 1986 and recorded in the Office of
'II[ the Recorder of Deeds in and for York county Pennsylvania on
, June 3, 1986 in Deed Book 92-I, Page 183, granted and conveyed
Ii unto Ruth F. Gamble. The said Ruth F. Gamble died on February
I 28, 2001, and by her Last will & Testament duly probated in the
i Office of the Register of Wills in and for Cumberland County,
I pennsylvania on March 6, 2001, nominated and appointed Janet S.
,] Gore and Jan M. Wiley as Co-Executors. The said Janet S. gore
11 and Jan M. Wiley, Co-Executors of the Estate of Ruth F. Gamble,
" are the GRANTORS HEREIN.
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TO HAVE AND TO HOLD the said piece or parcel of land above
described
with
improvements
erected,
buildings,
thereon
hereditaments
and premises
hereby granted
and released,
or
mentioned and intended so to be, with the appurtenances, unto
the said Grantees, their heirs, successors and assigns, to and
for the only proper use and behoof of the said Grantees, their
\1 heirs, successors and assigns forever.
II AND the said Janet S. Gore and Jan M. Wiley, Co-Executors,
IJ of the Estate of Ruth F. Gamble, for themselves and their
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successors, do hereby by these presents covenant, promise and
agree to, and with the said Grantees, their heirs, successors
"
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and assigns, that they the said Grantors have not done,
committed, or knowingly or willingly suffered to be done, or
committed any act, matter or thing whatsoever whereby the
THE WILEY
GROUP :
A'ITORNEVSATLAW I
ONE SOUl'H BALTIMORE sr.
DILLSBURG,PAI7019 '
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II premises hereby granted, or any part thereof, is, are, shall or
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may be
impeached,
encumbered,
in title,
charge,
charged or
estate or otherwise howsoever.
IT WITNESS WHEREOF,
the said Janet S.
Gore and Jan M.
wiley, in their fiduciary capacity as aforesaid, anafin their own
right have caused this Indenture to be executed, attested to and
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dated the day and year first above written.
WITNESS:
I ~~J/cUJt~
I ~f. VdlLrtLl-
I
(SEAL)
CO-EXECUTOR
(SEAL)
CO-E~ECUTOR
~p.
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II COMMONWEALTH OF PENNSYLVANIA
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COUNTY OF YORK :
On this the 31st day of 'ftoU .L~ ' 2001, before
me, the undersigned officer, per onall appeared Janet S. Gore
and Jan M. Wiley, Co-Executors of the Estate of Ruth F. Gamble,
known to me (or satisfactorily proven), acknowledged that they
executed the foregoing Indenture for the purposes therein
contained.
hand and
IN WITNESS
notarial seal the
WHEREOF, I have hereunto set my
day and year first above written:
~ ""j)"JJJ~ ;iff J hA)
NOTARY P LIC
I Nolarial Seal
E .i Dawn Gladfelter, Notary Public
DiUsbUrg Bore, York County
My ~ommiSslor' Expires May 11, :!005
Memljer,pennsylvanlaAssOCIllIiOnOfNotaries MY COMMISSION EXPIRES:
II I hereby certify that the precise address
'i of the Grantee (s) herein is:
I 7 &.Llbn Wfl-
~i J/sblJt9 fA- no /9
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TIlE WILEY '1',1'
GROUP ,
ATfORNEVSATLAW '1'1
ONE SOUlll BAlJ'IMORE ST.
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ATTORNEY FOR GRANTEE (8)
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COMMONWEALTH OF PENNSYLVANIA
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COUNTY OF CUMBERLAND
:
RECORDED in the Office of the Recorder of Deeds in and for
Cumberland county, Pennsylvania, in Deed Book ___, Page
WITNESS my hand and seal of Office this
, 2001.
day of
RECORDER
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSY~VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
SCHEDULE B
STOCKS & BONDS
FI~E NUMBER
21-01-0244
All property Jointly-owned wI1h right of survivorship musl be disclosed on Scheduls F.
ITEM
NO. DESCRIPTION
VA~UE AT DATE
OF DEATH
1 smith Barney Account No. 740-1012342902:
39,291. 57
TOT~ (Also enter on line 2, Recaoltulation\ '$
(11 more space is needed, Insert additional sheets of the same size)
39.291. 57
7 CPA31 NTF 10905
Copyright Form. Software Only, 1997 Nelco, Inc.
PFS
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SMITH BARNEY MONEY FUNDS CASH - CLASS A
3887015
DATE
04/24/01
PAYEE
RUTH GAMBLE
7 BRETON LN
DILLSBURG PA 17019-9361
CHECK NO.
3401965
TRANSACTION INFORMATION
--------------------------------------------------------------------------------
ACCOUNT NO: 740-1012342902
TAX ID NO: 193-36-2993
DESCRIPTION: REDEMPTION
ACCOUNT TYPE: VOLUNTARY
REDEMPTION DATE:
REDEMPTION PRICE:
SHARES SOLD:
04i24/01
01. 00
39,2 1.570
REDEMPTION AMOUNT:
TAXES WITHHELD:
FEE(S) :
DEFE~ED SALES CHARGE:
CHECK. AMOUNT:
$39,291.57
,00.00
00.00
00.00
$39, 91.57
FOR TRANSFER AGENCY USE
--------------------------------------------------------------------------------
REMAINING SHARES: .000
ESCROWED SHARES: .000
PAC CASH: $00.00
SOURCE ID: RDEA-030538
TRANSACTION NO: 99964
ACCOUNT STATUS: 9
PAC INDICATOR: N
LOI INDICATOR: N
LIQ INDICATOR: R
ADDR CHG DAYS: 00
AGE: 88
PAYEE ACCOUNT NO: 740-101234290A
CHECK FRAUD IS A FEDERAL OFFENSE THIS CHECK IS PHOTOGRAPHICALLY PROTECTED AND HAS A COLORED BACKGROUND - NOT A WHITE BACKGROUND
. . ~,'__' ,. ':,.~"""" _", " "'~"""._' :..,~":,, _", ',"<_ .,..-1'_'::r;;,:"."._,.1..~.'
SMITH BARNEYMQNEX: FUNIlS'eASH - CLASS A
3120BRECKINRIDGEBLVO DlitlTIH; G.A\30099-OOO1' "','
74P-IOd342902 '~~~ 04/24/01 zii,~"i" 3401965
."" THIs ~~itVIJ\riFORTY FIVE DAYS FROM ISSUE DATE ~~.~
.. .'tf\' "':~':"'::' ". ..; ,~. .
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...
60-160
433
.lit....it :4,llQUtT ......
""""""""$39,29]57 "
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J;'.X: T~TY-lfUm THOUSAlW, TWO HUNVtmD"tffimTy-ONE AND 57/100 ---.,-----------
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. Pay To
l'lOl"VALt!Jo,Jjm~JIOO't!Nt ii-"'G9!!lU.-sIGNED
JANET S GORE & JAN M WILEY
ADMINISTRATORS
ESTATE OF RUm GAMBLE
C/O: .IAN M WILEXi.,.''\ TIORNEY AT
ONE SOUTH BAL l11VlORE ST
I Dll..LSBURGPAI7019
I ~N ~K;~'^' ~.!TfSBURG~, PA (17~-7B26)
l~." <:~t:~,~." ' 'J:; . :, 8,,<
-- ".,
The
Order of:
. . 11- . ..
1), ~ UN ~~':
. ",'-'_"i'
';;Ir
11':11.01.111;511' 1:01.:1301.1;01.1:
I.? 2.1178 21;11'
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0244
Include proceeds oi "t\glltion & dateprocellds were recetv.d by the estate. All prOD. Jolntlv-owned with right of survlvorshlD must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
ITEM
NO.
DESCRIPTION
1 Mellon Bank Account NI.nnber: 00310-409832:
2 Mellon Bank Account NI.nnber 00135969:
3 F\11ton Bank Savings Account #339-33110:
4 F\11ton Bank Checking Acct. #3619-68660:
5 F\11ton Bank 00#643-0056383:
6 F\11ton Bank 00#643-0056384:
7 F\11ton Bank 00#643-0056385:
8 F\11ton Bank 00#643-0056386:
9 F\11ton Bank 00#643-0056387:
10 F\11ton Bank 00#643-0056388:
11 F\11ton Bank 00#643-0056390:
12 Waypoint Bank Savings Account #1000002643:
13 Waypoint Bank CD #1066225798:
14 Waypoint Bank CD #1066234211:
15 waypoint Bank 00#1066234274:
16 waypoint Bank 00#1066234316:
17 waypoint Bank 00#1066240578:
18 waypoint Bank 00#1066240586:
19 Waypoint Bank 00#1066240623:
20 Waypoint Bank 00#1066240683:
21 Waypoint Bank 00#1066245741:
22 Waypoint Bank 00#1066245767:
Total fran =ntinuation oaoe(s)
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
2,952.01
25,050.67
2,859.83
3,870.93
5,013.21
15,037.37
10,034.78
26,045.37
6,020.33
8,010.02
9,010.47
2,091.62
5,021.53
5,021.53
10,038.84
10,224.75
10,040.54
5,019.71
5,019.34
15,059.14
5,018.09
20,042.38
200,130.93
406,633.39
Fstate of: Ruth F. Gamble
SCHEOOLE E - Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Page 2
21-01-0244
Value at Date
of Death
23 waypoint Bank 00#1066245800:
24 Cuuu,en:e Bank savings #410116054:
25 canmerce Bank TiJne Deposit Acct. #1849:
26 canmerce Bank TiJne Deposit Account #8942:
27 canmerce Bank TiJne Deposit Account #8932:
28 CCmrerce Bank TiJne Deposit Account #9848:
29 cammerce Bank TiJne Deposit Account #21615:
30 canmerce Bank TiJne Deposit Account #24228:
31 I"'rln1n1Prce Bank TiJne Deposit Account #100426:
32 canmerce Bank TiJne Deposit Account #300927:
33 PNC Bank 00#21001060343:
34 PNC Bank 00#21001060377:
35 PNC Bank 00#31200074417:
36 PNC Check.in:J Account #5001000769:
37 PNC Bank Checki.n;J Account #5140022343:
38 PNC Bank savings Account #5130385845:
39 M&T Bank savings Account #15004200835097:
40 M&T Bank 00#31003911377058:
41 M&T Bank 00#31003911377074:
42 PNC Bank 00#21001060355:
43 PA Blue Shield (refun;i):
44 AIrerican General Life Insurance Co. (annuity payrrent):
45 York Hospital (refun:i):
'lOI'AL. (Carry forward to main schedule)
11,038.98
1,383.96
25,290.75
6,009.34
7,027.76
10,022.62
31,014.37
7,007.49
18,117.87
3,007.48
12,015.41
10,041.58
5,059.12
4,002.01
9,336.69
864.10
2,271.26
10,032.09
10,029.62
10,000.00
251. 50
980.00
21.11
194,825.11
Page 3
Estate of: Ruth F. Gamble
SCHEDULE E - Cash, Bank Deposits and Miscellaneous Personal Property
21-01-0244
Item
No. Description
Value at Date
of Death
46 American General Life Insurance Co. (annuity payment) :
47 Rent Payments Received from Trembly'S:
48 outlook Pointe (refurrl):
49 PA Dept. of Revenue (tax refurrl) :
50 Merd1ants & Businessmen's Mutual Insurance Co. (refurrl):
51 Public Shcool E)[ployees Retirement system:
980.00
1,200.00
1,094.99
202.00
226.00
1,602.83
TCYI7'.L. (carry forward to main schedule) . . . . . .
5,305.82
~ Mellon Bank
Account
Number
00310-409832
00135969
Account Title
Ruth F Gamble
Ruth F Gamble
Thursday, March 29,2001
Dilte Opened: 03/18/1983
Principal BalInt from Last
as of DOD Posting to DOD
$2,950.88 $1.13
Date Opened: 12/03/2000
Principal BalInt from Last
as of DOD Posting to DOD
$25,000.00 $50.67
Account Type: SA
Account Bal YTD Int to
as of 000 DOD
$2,952.01 $2.38
Account Type: TD
Account Bal YTD Int to
as of 000 DOD
$25,050.67 $176.35
Page 2 of 2
FUlton Bank
P,O, BOX 4887 . LANCASTER, PA 17604
People dedicated to your success, ~
(717)291-2589
WWWFULTONBANK,COM
'-BOO-FULTON-4
March 23,2001
Jan M. Wiley
1 South Baltimore St.
Dillsburg, PA 17019
Dear Jan M. Wiley:
RE: Ruth F. Gamble, deceased February 28,2001
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Savings #3339-33110, open 118/90, balance $2,852.45 and
accrued interest $7.38; paying 1.14%, in her name only.
Checking #3619-68660, open 2/25/98, balance $3,870.93,
in her name only.
ACC
CD# BALANCE !NT RATE OPEN ROLL OVER MATURITY
643-0056383 5,01321 -0- 5,16 9/30/98 n/a 9/30/03
.in her name only. Interest paid into savings on 2/28 was 19,88 (included in savings balance)
643-0056384 15,03737 -0- 5.16 9/30/98 n/a 9130/03
.in her name only. Interest paid into savings on 2/28 was $59.64 (included in savings balance)
643-0056385 10,034.78 -0- 5.16 9/30/98 n/a 9/30/03
.in her name only. Interest paid into savings on 2/28 was $39.80 (included in savings balance)
643-0056386 26,04537 -0- 5.16 9/30/98 n/a 9/30/03
.in her name only. Interest paid into savings on 2/28 was $103.29 (included in savings balance)
643-0056387 6,020.33 -0- 5,16 9/30/98 n/a 9/30/03
.in her name only, Interest paid into savings on 2/28 was $23.88 (included in savings balance)
643-0056388 8,01O.Q2 -0- 6,11 9/30/98 6/30/00 3/30/02
.in her name only. Interest paid into savings on 2/28 was $38.98 (included in savings balance)
643-0056390 9,010.47 -0- 6.53 9/30/98 3/30/00 9/30/01
1f;::~~amt:~~. Interest paid into savings on 2/28 was $46.87 (included in savings balance)
, "17$ ::" C?;9U.hav~ er guestions, please do not hesitate to contact me.
r;. 'YetI; ((OIJ' iJ ) ',~
'@.s: Oy, IS Ii '.../1.. ,.
Ii' o/)/, ~O/JSlbl/llt II) ~rl!!;."" (,~ I V ~i ' Very truly yours,
'IlIOIJ~ fly; ill., j "
"en' S G'-.' " '17 f ( I I!
e1Ile-rp;;:;/.!(u;. ,,' c}lI{.{ft/J (/):&~
oetj!S -- ,
oSl" ' Christine Putt Smith
"0':,,-
Ie" 10 o/':,credit Confirmation Processor
1;'11.,.. _'
Q..!/lJ"c 'i /.,... .
Q'\o"'~...." -,) p~.
Ifll/"--:- "'~).,
fOil/. ' '1:"
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-.1I',,?
~IWayRqi!'Kt
LOOK FOR US. WE'LL GET YOU THERE.
MARCH 27,2001
THE WILEY GROUP
1 SOUTH BALTIMORE ST
DlLLSBURG P A 17019
The information which you requested on the RUTH GAMBLE ESTATE
(Social Security Number 193-36-2993) is as follows.
Account Number(s) 1000002643 1066225798 1066234211
Class of Account SAVINGS CERTIFICATE CERTIFICTE
Date Opened 122981 121892 010493
Principal Balance 2088.56 5000.00 5000.00
Accrued Interest 3.06 21.53 21.53
Balance at Date of Death 2091.62 5021.53 5021.53
Account Ownership SOLE SOLE SOLE
Name of Joint Owner, if any
Date Ownership Was Established 122981 121892 010493
Additional Information Requested PLEASE COMPL TE W-9
P.O. Box 1711. HARRISBURG. PeNNSYLVANIA 17105-1711
Toll Free I-B66-WAYPOINT (1-866-929-7646) . www.waypointbank.com
"'WayRqiPKt
LOOK FOR US, WE'LL GET YOU THERE.
Account Number(s) 1066234274 1066234316 1066240578
Class of Account CERTIFICATE CERTIFICATE CERTIFICATE
Date Opened 020493 030193 070193
Principal Balance 10000.00 10183.84 10000.00
Accrued Interest 38.84 40,91 40.54
Balance at Date of Death 10038.84 10224.75 10040.54
Account Ownership SOLE SOLE SOLE
Name of Joint Owner, if any
Date Ownership Was Established 020493 030193 070193
Additional Information Requested PLEASE COMPL TE W-9
P.O. Box 1711. HARRISBURG, PENNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com
.-, Wayt:tqi!lKt
LOOK FOR US. WE'LL GET YOU THERE,
ACCOlUlt Number(s) 1066240586 1066240623 1066240683
Class of Account CERTIFICATE CERTIFICATE CERTIFICATE
Date Opened 070693 OB0393 100193
Principal Balance 5000.00 5000.00 15000.00
Accrued Interest 19.71 19.34 59.14
Balance at Date of Death 5019.71 5019.34 15059.14
Account Ownership SOLE SOLE SOLE
Name of Joint Owner, if any
Date Ownership Was Established 070693 080393 100193
Additional Information Requested
P.O, Box 1711, HARRISBURG, PENNSYllIANIA 17105-1711
Toll Free I-B66-WAVPOINT (1-866-929-7646) , www.waypointbank.com
Y'IWay~qi!lt
LOOK FOR US. WE'LL GET YOU THERE.
AccotU1t Number(s) 1066245741 1066245767
1066245800
Class of Account CERTIFICATE CERTIFICATE
CERTIFICATE
Date Opened 120693 011094
020394
Principal Balance 5000.00 20000.00
11000.00
Accrued Interest 18.09 42.38
38.98
5018.09 20042.38
Bal<mce at Date of DeaUJ 11038.98
Account Ownership SOLE SOLE sole
Name of Joint Owner, if any
Date Ownership Was Estahlished 120693 011094 OJ.I1Y.'t
AddJlionaI Information Reqnested
Sincerely,
K~~h
Senior Services Rep.
RO. Box 1711. HARRISBURG. PeNNSYLVANIA 17105-1711
Toll Free '-866-WAVPOINT (1-866-929-7646) . www.waypointbank.com
Commerce
"Bank".
March 28, 2001
The Wiley Group
Attorneys at Law
1 South Baltimore Street
Dillsburg, PA 17019
RE: Estate of: Ruth F Gamble
Social Security #: 193-36-2993
Date of Death: February 28, 2001
Dear Sir/Madam:
In reference to the, letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Savings
Account #: 410116054
Date Opened: 02/03/89
Primary Owner: Ruth F Gamble
Power of Attorney: Janet S Gore
Date of Death Balance: $1,383.96
Accrued Interest: $0
Type: Time Deposit
Account #: 1849
Date Opened: 03/03/89
Primary Owner: Ruth F Gamble
Power of Attorney: Janet S Gore
Date of Death Balance: $25,290.75
Accrued Interest: $92.78
Commerce Bank, N.A.
P.O. Box B599
100 Senate Avenue
Camp Hill. Pennsylvania 17001 -B599
Commerce
"Bank..
Type: Time Deposit
Account #: 8942
Date Opened: 05/18/94
Primary Owner: Ruth F Gamble
Power of Attorney: Jane S Gore
Date of Death Balance: $6,009.34
Accrued Interest: $9.34
Type: Time Deposit
Account #: 8973
Date Opened: 08/01/94
Primary Owner: Ruth F Gamble
Power of Attorney: Janet S Gore
Date of Death Balance: $7,027.76
Accrued Interest: $27.76
Type: Time Deposit
Account #: 9848
Date Opened: 12/13/94
Primary Owner: Ruth F Gamble
Power of Attorney: Jane S Gore
Date of Death Balance: $10,022.62
Accrued Interest: $22.62
Type: Time Deposit
Account #: 21615
Date Opened: 01/26/00
Primary Owner: Ruth F Gamble
Date of Death Balance: $31,014.37
Accrued Interest: $14.37
Type: Time Deposit
Account #: 24228
Date Opened: 10/21/99
Primary Owner: Ruth F Gamble
Power of Attorney: Janet S Gore
Date of Death Balance: $7,007.49
Accrued Interest: $7.49
Type: Time Deposit
Account #: 100426
Date Opened: 12/02/96
Primary Owner: Ruth F Gamble
Date of Death Balance: $18,117.87
Accrued Interest: $254.15
Commerce Bank, N.A.
P.O. Box B599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-B599
Commerce
flBankNA
Type: Time Deposit
Account #: 300927
Date Opened: 01/11/99
Primary Owner: Ruth F Gamble
Date of Death Balance: $3,007.48
Accrued Interest: $7.48
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
L0~ g- TY7~
Wanda J. Morris
elF Associate
Commerce Bank, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill. Pennsylvania 17001.8599
APR-20-2001 12:28
PNCBANK CIF DEPARTMENT
412 705 0057 P.01/02
a PNCBAN<
Decedent R.eportiDg
Firstside Center
500 First Avenue, 41h Floor
Pittsburgh, PA 15219-3128
sa
April 20, 2001
The Wiley Group
Attn: Jan M. Wiley. Esq1dre
1 South Balfunore Street
Dillsburg, P A 17019
RE: Estate of Ruth F. Gamble, Deceased
SSN: 193-36-2993
DOD: 02128/2001
Dear Ms. Wiley:
Please find the date of death balances you have requested listed below.
CERTIFICATE OF DEPOSIT
##21001060343
EstablUhed 04120/1992
RUTH F GAMBLE
DOD Balance: $12,000.00 + $15.41 accrued interest
#Z1001060355
Established 0712811992
Jf
RUTH F GAMBLE
DOD Balance: $10,000.00 + $0.00 acaued interest
#21001060377
Established 10/0111992
RUTH F GAMBLE
DOD Balance: $10,000.00 + $41.58 accrued interest
#31200074417
Established 01131/1997
RUTH F GAMBLE
DOD Balance: $5,000.00 + $59.12 accrued intmest
Page 1 of2
A member of The PNC Flftllnelal Sc:rvi<'c$ Group
PNC Sank NA Pittsbu'1lh Pennsylvania 15265
213131 12:29
PNCBANK elF DEPARTMENT
412 705 131357 P.132/02
0. PNCBAl\K
CHECKING ACCOUNT
##5001000769
Established 11/2011997
RUTH F GAMBLE
DaD Balance: $4.001.54 + $0.47 accrued inteIest
t#51400n343
Established 08/07/1993
RUTH F GAMBLE
DaD Balance: $9,334.16 + $2.53 accrued interest
SAVINGS ACCOUNT
#5130385845
Established 08/07/1993
RUTH F GAMBLE
DaD Balance: $863.49 + $0.61 accrued interest
Our omee ouly provides elate of death balaDces for IRA's, CD's, C~ki.g aDd
Savings accounts. We do ~ Financial TflUlBaetiODS or Statement Orders. For
Further infonnatioD please c:aU 1-800-4-BANKER or your loeal PNC Brauch and .
ask to speak with a Financial Services Representative.
Sincerely,
~ ....~~
1-800-762-1775
Page 2 of2
A member of The PNC Finane..! SeMees Group
PNC BAnk NA Pittsburgh I'onnsylllllni. 15265
TOTAL P. 132
~M&fBank
June 12,2001
RE:
Estate Search
The Estate of:
Date of Death (O.O.D.)
RUTH F GAMBLE
2/28/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account Account Number Account Title Opening Branch
Type
SAY 15004200835097 RUTH F GAMBLE 4350
OPENED 4/91 JANET S GORE POA
CD 31003911377058 RUTH F GAMBLE 4350
OPENED 5194
CD 31003911377074 RUTH F GAMBLE 4350
OPENED 6/94 JANET S GORE POA
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
NO Safe Deposit Box titled in the Decedent's name existed at our office.
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$2271.26 $2.66
$10,032.09 $32.09
$10,029.62 $29.62
Account Description
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORA nON
BY:
~~
tu
Authorized ignature
kA.L~
DATE:
<0 ~ \ "2- -OJ
Manufacturers and Traders Trust Company' 1100 Wehrle Drive, P.O. Box 701, Buffalo, NY 14240-0767
. .REVc15~O EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R1Il:h F. Gamble
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-01-0244
This schedule must be completed end flied" the enswer to any of questions 1 through 4 on the reverse side of tha REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %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 American General Armuity 63,498.88
Al.0088455F:
TOTAL (Also enter on line 7, Recapitulation) $ 63 498.88
7 CPA01 NTF 10910
Copyright Forms Softwarll Only, 1!il97 Nelco, Inc.
(If more space is needed, Insert additional sheets of the same size)
AMERIO\N
I GENERAL
FINANCIAL GROUP
American General Life
Insurance Company
May 7, 2001
Jan M. Wiley
1 South Baltimore St.
Dillsburg PA 17019
Contract Number: A10088455F
Contract Owner: Ruth F. Gamble
~
Dear Ms. Wiley:
We acknowledge the recent notice of death of Ruth F. Gamble and wish to extend our
condolences to the family. The requirements to process this claim are indicated below. Please
forward them as soon as possible:
1. Claimant's statement to be completed by the beneficiary.
2. The contract(s). If the policy is not being returned, please indicate on the Claimant's
Statement if it was either lost or destroyed.
3. IRS Form W-4P to be completed by the beneficiary. Please be advised, if Federal
withholding is elected, the Company will only withhold 10% of the taxable gain.
4. A copy of the Probated Bill.
check dated
, since It was
Please return this information to P. O. Box 1401, Houston, Texas 77210-1401 Annuity
Administration.
If you have any questions or need additional assistance, please contact the Annuity
Administration Department at 1-800-247-6584.
~ W~ 011.)
Jeanie Henderson/Ag
Claim Analyst
American General Life Insurance Company
Monber Ameni:-an Genent/ FinandaJ Group
Administrative Offices . P.O. Box 1401 . HoustOn, TX 77251-1401 . Fax 713-831-3701
REV-1~11EX + (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
FILE NUMBER
21-01-0244
Debts 01 decedent must be reoorted on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 Cocklin Funeral Halle:
8,289.05
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Janet S. G=e
Social Security Number{s)/EIN No. of Personal Representative{s)
Street Address 7 Breton lane
City Dil1sb.lrq Slate
36,000.00
PA Zip 17019
Year{s) Commission Paid: 2001
2.
3.
Attorney Fees Name: Jan M. Wiley, Esquire
Family Exemption: (If decedents address is not the same as claimant's, attach explanation)
Claimant
Street Address
City state Zip
Relationship of Claimant to Decedent
36,000.00
0.00
4.
Probate Fees
446.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total fran continuation page(s)
14,046.46
TOTAL (Also enter on line 9, Recapitulation) $
(If more space Is needed, Insert additional sheets of the same size)
94.781. 51
7 CPA11 NTF 10911
copyright Forms Software Only, 1997 NelcD,lnc.
Estate of: Ruth F. GalIlble
salEDULE H, PARI' B - Administrative Costs
Item
No. Description
7 Jerry Cole, CPA (2000 tax retuzn) :
8 PSERS (rei.Jnrorsement for benefit oveJ:payment):
9 snow Removal (Frost Lane):
10 American General (re:i:mOOrselrent for overpayment) :
11 Rese, Inc. (work done at Frost Lane) :
12 Real Estate settlement dlarges (Frost Lane):
13 Albert's Hauling (lot cleanup):
14 Allfirst Bank (bank dlarges) :
15 Eric N. Trembly (reimb.lrsement for survey expense):
16 'lhe Sentinel (advertise estate) :
17 CUllIberlan:l law Journal (advertise estate):
18 Notary Fee:
19 Register of wills (filing fee) :
20 Reoorder of Deeds (filing & transfer tax) :
'IOI'AL. (carry forward to main schedule) . . . . . .
Page 2
21-01-0244
Amount
75.00
2,645.16
101. 50
1,000.00
351. 87
7,905.00
1,000.00
37.51
674.15
113.27
75.00
4.00
31. 00
33.00
14,046.46
. RE)J,15~2 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth F. Gamble
Include unrelmbursed medical 8xDenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0244
DESCRIPTION
AMOUNT
1 Graham Medical Clinic (last illness):
17.81
7 CPA12 NTF 10912
TOTAL (Also enter on line 10. RecaDitulationl $
(If more space Is needed, insert additional sheets of the same size)
17.81
Cop.yrlghtFarms So~twa.n~ Only. 1991 Hsleo, Inc.
-
REV-1513 EX. (1-97)
" .
I'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Ruth F. Gamble
21-01-0244
RELATIONSHIP TO DECEDENT AMOUNT OR
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) SHARE OF ESTATE
I. TAXABLE D1STRIBUTlONS (include outright spousal distributions)
1 samra wise frien:l 5,000.00
108 Locust Way
OillshJrg, PA 17019
2 Janet S. Gore niece 166,574.84
7 Breton lane
OillsbJrg, PA 17019
J William S. Gore nephew 166,574.84
7 Breton lane
oillsbJrg, PA 17019
4 Margaret E. Shiner sister 166,574.84
JOJ COUrt st.
Doylestown, PA 18901
ENT~R DOl LAR 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 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
7 CPA13 NTF 10913
(If more space Is needed, Insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.