HomeMy WebLinkAbout01-0295
Estate of William A. Garbrick
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
. J ,- 0 f - ~ q~-
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 163-38-8925 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of 8elobolde3tn the execut rix
in the last will of the above decedent, dated 0 er ,
and codicil(s) dated
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
his
Decendent then 52 years of age died February 15
atHoly Spirit Hospital, Camp ~iil, Pennsylvanla
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: n/a
Decendent 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
situated as follows:Bellefonte, Centre County Pennsylvania
, T9"2001
550,900.00
$
$
$
$ 50,000.00
WHEREFORE, petitioner(s) respectfullY..Je
presented herewith and the grant of letters \e
codicil(s)
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M. Kathleen Garbrick
905 Wakefield Avenue
Mprh;m; r!';bllrg, PA 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA "I ss
COUNTY OF CUMBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administ he estate according to law.
swor.n to oraffirme dolnd subscribed {
before me this 9' day of
Ynap~-.J ~Ol
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N 21-01-295
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Estate of
WILLIAM A. GARBRICK
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 16, 2001 ~_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated OCTOBER 31, 1975
described therein be admitted to probate and filed of record as the last will of
WILLIAM A. GARBRICK
and Letters TESTAMENTARY
are hereby granted to M. KATHLEEN GARBRICK
Probate, Letters, Etc. ......... $
Short Certificates(l S, . . . . . . . . .. $
~ .~}}+M.~~9~~.~ $
JCP $
TOTAL _ $ 479.00
Filed MARClI. X?" .4Q9~..................
410.00
45.00
9.00
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m~c.YtJh"~)'1M c! d.-~~O~p4
Register of Wills
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ATTORNEY (Sup. Ct. 1.0. No.)
FEES
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ADDRESS
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PHONE
MAIL LETTER TO ATTORNEY MARCH 19, 2001
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H105.112 REV. SSE
iFEE FOR THIS
'~ERTIFICATE $200.1
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEAL.TH OF PENNSYLVANIA
DEPAHTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 4789229
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Date of Issue at This tertif~cation
Name of Decedent ~J 1./ ~ j
First
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Middle
& .Jr J~__/d' l' 1. J
/ Last
Date of Death .:J!~JJ '5; o2OCJI
Sex FYr.A 4 , J Social Security No.
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Pennsylvania
Race~__ Occupation t.l ~.... ~~ ..oJ ~ ~J...1 ~J.-. .11 J Armed Forces? (Yes or No) -...71.c
. Decedent's . n . , ^
Marital Status 111.......JUc .I ,.J .JMailing Addres~t>S"'~"{ ~ J.. (d J f J~. ~J?1. J ~j ~~..{ ~ .oJ II ~.JI. ""-L.-/
Numbe' ~ ~l C,ty N Tow" , vtale
Informarfn...LTJ 1 ~'.AJ).JJAJ.l~Funeral Director'} ~'rl~~ 1'1t~-1 ~
Name and Address of ......r- ( L 1 ... . r--: J / 1.
Funeral Establishment~, i-f--~'" ~-" '..II..J/I.l~ ~ ~ 6 ~".ll \(1" J I, j J ~ t-~)~ "/':13
I I Interval Between
Part I: Immediate Cause : Onset and Death
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(b~f.Al"" J )1 .... ~. J.I ~ ~ I J --:-
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(d)
Part II: Other Significant Conditions
Manner of Death
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Describe how injury occurred:
Natural
Homicide
Pending Investigation
Couid not be Determined
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Accident D
Suicide [j
Name and Title of Certfier ~ ~ M J -(.I' rJ...... j -. )Y(; '" j .... A .J ~ ~~..o
J ~L l J) (M.D., D.O., Coroner, ME)
Address -1..5:1/ F2. ...;}!,1I ~ oJ ),<1.1:), '-..l ~ JUt ~.J 1. .u~, ru. 1711'"1v&
This is to certify that the information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State Vital Records Office for permanent filing.
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~ Local Registrar ~~I Records District r~o
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/ Street Address I Ol" Borough. Townsht/
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21-01-295
LAST WILL AND TESTAMENT
I, WILLIAM A. GARBRICK, of the Township of Upper Allen, County of
Cwnberland and Commonwealth of Pennsylvania, being of sound and dis-
posing mind, memory and understanding, do make, publish and declare
this as and for my Last Will and Testament, hereby revoking and making
void all former wills and codicils by me at any time heretofore made.
FIRST. I order and direct that all my just debts and funeral
expenses be paid by my Executrix or Executor as the case may be, here-
inafter named, as soon as conveniently may be done after my decease.
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SECOND. I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever and where-
soever situate, unto my, wife, M. KATHLEEN GARBRICK, absolutely and in
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fee simple, if she survives me.
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THIRD. If, however, my wife, M. KATHLEEN GARBRICK, shall not sur-
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vive me, then and in that event I give, devise and bequeath all the
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rest, residue and remainder of my estate, real, personal and mixed,
whatsoever and wheresoever situate, in equal shares unto my children,
share and share alike, absolutely and in fee simple.
Should any of my children predecease me leaving lawful
issue to survive me, then I order and direct that the share which any
deceased child would have received had he or she survived me, shall be
distributed unto his or her lawful issue per stirpes, said issue taking
the ancestorTs share by representation and not per capita.
FOURTH. In the event that my wife, M. KATHLEEN GARBRICK, and all
my issue shall predecease me, then all the rest, residue and remain-
der of my Estate, real, personal and mixed, whatsoever and whereso-
LAW OFFICES ever situate, I order and direct be converted into cash by my Executrix
MARTS ON AND SNELBAKER
or Executor, as the case may be, hereinafter named, and divided into
four (~) equal parts which shall be distributed and disposed of in the
following manner;
A. I give and bequeath one such equal part unto my
brother, RICHARD A. GARBRICK, absolutely.
B. I give and bequeath one such equal part unto my
brother, JOHN R. GARBRICK, JR., absolutely.
C. I give and bequeath one such equal part unto my
sister-in-law, MELISSA A. CONFER, absolutely.
D. I give and bequeath one such equal part unto the
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MID-STATE BANK AND TRUST COMPANY, of Bellefonte, Pennsyl-
vania, as my Trustee, IN TRUST, NEVERTHELESS, for and during
the natural life of my sister-in-law, SUSAN E. CONFER, and
,----
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to invest, reinvest and manage the said part of my estate,
and to pay over from time to time to said SUSAN E. CONFER, or
to the person or persons caring for her or rendering main-
tenance services to her, such amounts of income therefrom
and the principal thereof as may be determined in the abso-
lute discretion of my said Trustee to be requisite and proper
for the comfortable support, maintenance and welfare of said
SUSAN E. CONFER, without the right of anticipation, pledge or
other alienation either voluntarily or involuntarily by the
said SUSAN E. CONFER or her creditors; and upon the death
of said SUSAN E. CONFER, to terminate said trust and pay over
the net balance of the income and principal thereof, if any,
unto the heirs of said SUSAN E. CONFER as may then be determined
under the Intestate Laws of the Commonwealth of Pennsylvania.
E. Should any of the above named beneficiaries predecease
me, I order and direct that the share which any deceased bene-
ficiary would have received had he or she survived me shall be
l.AW OFFICES
MARTSON AND SNELBAKER
distributed unto his or her issue per stirpes, said issue taking
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the ancestorTs share by representation and not per capita,
and in default of such issue, said share shall be divided
equally between and among the surviving above-named bene-
ficiaries.
FIFTH. If all of the beneficiaries named in Items SECOND, THIRD,
and FOURTH, hereinabove, shall fail to survive me, then and in that
ultimate event I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever and where-
soever situate, unto the AMERICAN CANCER SOCIETY, PENNSYLVANIA DIVISION,
INC., of Harrisburg, Pennsylvania, to be used for the general purposes
of the Society.
SIXTH. I nominate, constitute and appoint my sister-in-law, MELISS
A. CONFER, guardian of any property which passes either under this Will
or otherwise to a minor and with respect to which I am authorized to
appoint a guardian and have not otherwise specifically done so. Such
guardian shall serve without bond and shall have the power to use
principal as well as income from time to time for the minorIs education,
support and welfare without regard to the ability of said minorTs parent
to provide for such education, support or welfare; or to make payments
for these purposes, without further responsibility to the minor, the
minorTs parents, or to any person taking care of the minor; or, in the
event the funds held by the guardian for any minor become, in the opin-
ion of the guardian, too small for proper and efficient administration,
to deposit such funds in a savings account in the name of the minor.
LASTLY. I nominate, constitute and appoint my wife, M. KATHLEEN
GARBRICK, Executrix of this, my Last Will and Testament, but if for any
reason she shall fail to qualify as such Executrix or cease so to serve,
then I nominate, constitute and appoint her sister, MELISSA A. CONFER,
LAW OFFICES to serve in her place and stead, each to serve without bond. In the
MARTSON AND SNELBAKER
event that both my said wife and her said sister shall fail to qualify
as such Executrix or cease so to serve, then I nominate, constitute and
appoint the CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, of New
Cumberland, Pennsylvania, to serve in their place and stead.
IN WITNESS WHEREOF, I, WILLIAM A. GARBRICK, have hereunto set my
hand and seal to this, my Last Will and Testament which consists of
four (4) typewritten pages to each of which I hav~ affixed my signature
this 31 At day of 0 c:to-Q.<-t/v A. D., One Thousand Nine Hundred Seventy-
five (1975).
I.1JJ_(~O ~wJ~
(SEAL
The preceding instrument, consisting of this and three (3) other
typewritten pages, each identified by the signature of the Testator,
was on the date thereof signed, sealed, published and declared by
WILLIAM A. GARBRICK, the Testator therein named, as and for his Last
Will and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our names
as witnesses hereto.
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LAW OFFICES
MARTSON AND SNELBAKER
21-01-295
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WIT ESS
""~ codicil /
(each) a subscribing itness to the will present~s;Hlerewith, (each) being duly qualified according to
law, depose(s) and say( that // present and saw
//
the testat an~at signed as a witness at the
request of testat_ in h , / esence and (in the presence of each other) (in the presence of the
other subscribing witness( esp// "
Sworn to or affirme~cl:ubscribed befo~
me this /' day of, (Name)
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Register
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REGISTER OF WILLS OF CUr1BERLAND COUNTY
QA-TH OF NON-SUBSCRIBING WITNESS
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CONNIE ZEIGLER
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
SHE IS familiar with the signature of WILLIAl'1 A. GARBRICK
codicil
will
testat~ of (one of the subscribing witnesses to) the
that
SHE
presented herewith and
codicil
believes the signature on the will is in the handwriting of
WILLIAr1 A. GARBRXCK
to the hest of knowledge and belief. fi. f'
Sworn to or affirme~nd subscribed before Ltzl2.n // /i!J.~
me this 9 day of /l , J am
Yl7ak-fAJ ~I ~p IJ.Alxe Ie.lt/ /Irk' tI'ler>h
<n-Ja.~ r? ~LI~ 4ai-1 . fl. {f, ~. () /I~ '0 (Address) I
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Register
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(Name)
(Address)
21-01-0295
REGISTER OF WILLS OF Cu~;(~ COUNTY
OATH OF SUBSCRIBING WITNESS
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~ a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that ::r- ~t:td' present and saw
tJ)/lt~ A. r-;"CiY'bh'ck.
the testat c,r , sign the same and that .-:z: signed as a witness at the
request of testat~ in h IS presence and (ift the: fHcscnee sf sal:A. Qth~) (in the presence of the
other subscribing witness(es)).
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Sworn to or affirmed and subscribed before
me this /-0/' 77t day of (Name)
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Ynn/l;t C. ~~ ~' ell. .:J1~ J<Y'liA., 1Q ~pdj (Address)
Register
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(Name)
(Address)
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REGISTER 0{ WILLS OF COUNTY
OATH OF,.,,~ON-SUBSCRIBING WITNESS
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law, depose(s) and say(s) that
(each) a subscriber hereto, (each) being duly ualified accordin
familiar with
test at_ of (one of the subscribing wit presented herewith and
/./ codicil
/.....believes the sign ture on the will is in the handwriting of
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/l(~r;:ledge and belief. ''-'-..,
that
to the best of
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Sworn to or affirmed/aild subscribed before
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me this / day of
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(Name)
(Address)
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Register
(Name)
(Address)
21-01-295
Inventory of the real and personal estate of
William A. Garbrick deceased
l. Members 1st Account #137135 $ 8,500 00
2. Investment Account # 3404-7284 $ 29,000 00
3. Business - Scene - ICS $ 20,000 00
4. Real Property: Bellefonte, Centre County, Pennsylvania $ 50,000 00
5. IRA Account #3404-7197 $493,400 00
$600,900 00
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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according to law, deposes and says that he
of the Estate of
late of __________ --~- ---- , Cumberland County, Pa., deceased and that the
within is an inventory made by __ _ _, the said
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
and subscribed before me,
Executor. Administrator
19
Address
Date of Death
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: William A. Garbrick
Date of Death: February 15,2001
Will No.
To the Register:
Admin.No. 2001-
dct S-
I certify that notice of beneficial interest required by Rule 5.6(a) ofthe Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on March 12. 2001
Name
Address
M. Kathleen Garbrick
905 Wakefield Avenue Mechanicsburg PA 7055
Notice has now been given to all persons entitled thereto under Rule 5. 6( a) except:
None
~
1820 Linglestown Road
Harrisburg, P A 17110
(717) 232-8500
Date: March 9,2001
Capacity:_ Personal Representative
~ Counsel for Personal Representative
RW-35
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Register of Wills of Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 21 - 01 - 0295
Date of Death 2/15/2001
Social Security No. 163-38-8925
Estate of Garbrick, William A
also known as
M. Kathleen Garbrick
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. IflNe verify that the statements made in this Inventory are true
and correct. IflNe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney: Bruce J. Warshawsky
Signature:
J.D. No.: 58799
Signature:
Signature:
Address:
1820 Linglestown Road
Harrisburg, PA 17110
Address: 905 Wakefield Avenue
Mechanicsburg, PA 17055
Telephone: (717) 232-8500
Telephone: r~ (, ~ .5'/ ? I
Dated: ~ /:1,(,10'
Personal Prooertv
Oppenheimer Cash Resvs - CRSXX
New Sh Ben Int
185.79
Oppenheimer Cash Resvs -CRBXX
FD CL B
87.31
Oppenheimer Champion Incom Fund Cl A - OPCHX
7,887.54
Oppenheimer Cap Apprec Fd Cl A - OPTFX
5,543.43
Oppenheimer Muni BD FD Ine Cl A - OPT AX
16.00
Oppenheimer Muni BD FD Ine CI B - OTFBX
9.55
Oppenheimer Money Mkt Fund Ine - OMBXX
75.91
Oppenheimer Global FD Cl A - OPP AX
9,942.57
Oppenheimer MidCap FD Cl A - OMDAX
4,724.56
Seene-les - sole proprietorship
32,000.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$148,359.66
... ., '"
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
, Deceased
No. 21 - 01 - 0295 .
Date of Death 2/15/2001
Social Security No. 163-38-8925
Estate of Garbrick, William A
also known as
First Union Securities, Inc. Brokerage Ace. H 514 3436-6998
15,495.00
25.00
Member's 1st Regular Savings Acct. 137135-00
Member's 1st Checking Acct. 137135-11
1992 Ford Bronco
7,601.00
14,805.00
3,485.00
2,500.00
Member's 1st Investment Savings Acct. 137135-05
Miscellaneous - personal items
Total Personal Property
$104,383.66
2
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Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
, Deceased
No. 21 - 01 - 0295
Date of Death 2/15/2001
Social Security No. 163-38-8925
Estate of Garbrick, William A
also known as
Real Estate
Lot of Land in Bellefonte Borough, Centre County, Pennsylvania
Total Real Estate
3
43,976.00
$43,976.00
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PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: W, UlArVI A. bAfl..8~1 c..J<
Date of Death: ).... J S - 200 I
Admin. No.: "'Z.l- ol-t>2.CJS--
Will 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:
I. State whether administration of the estate is complete:
Yes )(.
No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No '/..
B. The separate Orphans' Court No. (if any) for the personal representative's account
IS:
C. Did the personal representative state an account informally to the parties in
interest? Yes No ~
D. Copies of receipts, releases, joinders and approvals of formal or i
may be filed with the Clerk of t Orphans' Court d m e tached
report.
o (tv..(..t. -r. WOw"-~~~~
Name (Please type or print)
Date: 10-3-0\
1~2..0 L;tI\,\eshw('\ ~oAJ)
Address
(MAH:rmtlAM3)
(1n\ 2-32-..gS'bD
Telephone No.
Capacity:
Personal Representative
~ Counsel for Personal Representative
R.W. -27
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BRUCE J WARSHAWSKY
BERNSTEIN & WARSHAWSKY
1820 LINGLESTOWN,RD
HBG :PA 17110
10-01-2001
GARBRICK
02-15-2001
21 01-0295
CUMBERLAND
101
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REY-1547 EX IFP (12-101
WILLIAM
A
Allount Rellitted
(1)
(2)
(3)
(4)
(,5)
(6)
(7)
(9)
(10)
CHANGED
43,976.00
28,472.66
32,000.00
.00
43,911.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
15, 085 . 11
.00
133,274.55 X
.00 X
.00 X
.00 X
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
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 ~
REY=is4j-E"x-iFP-n'2=ocff-NOTicE--OF-YNHEifiTANCE-TAX-APPRAiSEMENY-,--iLi-oWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARBRICK WILLIAM A FILE NO. 21 01-0295 ACN 101 DATE 10-01-2001
I~ an assessmen~ was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures ~ha~ include ~he ~o~al o~ ~ re~urns assessed ~o da~e.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due'
TA CRE T:
PAYH N
DATE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forll with your
tax paYllent.
148,359.66
(11)
(12)
(13)
(14)
11;.081; 11
133,274.55
.00
133,274.55
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE:
(-)
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '~REDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
~-_Elt~ltMl *' REV-1500 ., . jC/
iLt - 2 j :? - ()O2
, , INHERITANCE TAX RETURN
COt.NONWEAL TH OF PENNSYLVANIA FilE NUMBER
OEPARTMENT OF REVENue RESIDENT DECEDENT 21 01 0295
OEPT.2aoeo1
HARRlSBl)RG,PA 17128-0601 COUNTY CODE "",,R NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ Garbrick, William A 163-38-8925
z DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MiIA-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE~-
w
Q I
w 02/15/2001 08/23/1948
" REGISTER OF WILLS
w
Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDL.E INITIAL) SOCIAL SECURITY NUMBER ...--..-
! Garbrick, M. Kathleen
._-~-~ .C -'
c\'
'r-\.
~
~~::!
~().g
:J:~.J
,,~..
~
~
~ Onglnal Return
4. Limited Estate
2. Supplemental Return
6. Decedent Died Testate (Attach copy
ofWW)
9. Litigation Proceeds Received
4a. Future Intentst Compromise (date 01 death after
1'2-1'2-62)
7. Decedent Maintained a Living Trust (Attach
copy of Trusl)
10. Spousal Poverty Credit (date of death oolween
1-31-91 1-1-
o 3. Rema\ndel'R&tum(date of death pnorto 12-13-82)
o 5. Federal Estate Tax Return ReqUired
o 8. Total Number of Safe Deposit BOXEls
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
AME
.. 'Z Bruce 1. Warshawsky
~ ~ IRM NAME (rf applicable)
811 Bernstein & Warshawsky
ElEPHONE NUMBER
717/232-8500
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
z 0 Separate Billing Requested
3 7. InterNlvos Transfers & Miscellaneous Non~Probate Property
E (Schedule G or L)
~ 8. Total Gross Assets (Iolal Lines 1-1)
~ g, Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule i)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
1820 Ling1estown Road
Harrisburg, PA 17\10
(1) 43,976.00
(2) 28,472.66
(3) 32,000.00
(4) None
(5) 43,911.00
(6) -0-
(1) None
(8) 148,359.66
~-"
(9) 15,085.11
(10)
(11)
15,085.11
133,274.55
(12)
(13)
13. Charitable and Governmental Bequests/Sec 9113 Trusts forwhfch an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
---j
I
(14)
133,274.55
15.Amount of Une 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
133,274.55
z
S
"
~
2
Q
"
~
16. Amount of Line 14 taxable at lineal rate
17.Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
20. 0
II!
Copyright 2000 form software only The Lackner Group. Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
905 Wakefield Avenue
CITY
Mechanicsburg
I STATE Pa
IZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C)
(2)
0.00
3. InteresllPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
0.00
0.00
(5)
(5A)
(5B)
0.00
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 propertytransferred;..m............................................................................. ~ I
~~ :::~ ~~~:~i~~:~:~;::s~:~..~.~.~.l~.~~~.~~~.:.~~.~~~.~~~~~~~~~~.~..~.~.i.~~.~~~~~~~:::~::~:~..~..~~~..~~~~..~~..~~......~::::::
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? ....................................................................................................................... 0 ~
3. Did decedent own an Min 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.
Under penaJlies of perjury, I declare that I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, It is !rue, COrrecl
and complete. Declaration of
preparer other than the personal representative is based on all informallOn of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE - --~
'in
~U OF PER ON RESPONSIBLE FOR FILING RETURN
~ 14.U UL/
. L'lJ "".
SIc;, TUR'fO;;PR PARER OTHER THAN REPRESE
905 Wakefield Avenue
Mechanicsburg, P A 17055
/f /~ ?/t2L
DATE
ADDRESS
ADDRESS
~_I -c)L
'~---~fE'-' n.
1820 Linglestown Road
Harrisburg, PA 17110
For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% (72 P.S. 99116 (a) (1.1) (I)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (U)J. The statute does not exemct a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent ofthe child is 0% [72 P.S. ~9116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) (72 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% [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.
c\
,
"
:,
^,
o
)
'\
LAw OFFICES
MARTtiONAND SN!;WI'J<:ER
,C
I
1
.)
],AST WI],], AND TeSTAMENT
1, WI LLIAM A. CARmaCK, of the Townsh.i.p of Upper Allen, County of
Cl.unuel'Land and Conunonwealth of' Pennsylvania, being of sound and Jis-
I)Osjn~ ll1.ind, memory LUll! understanding, do l11al\o, plrlJ.l'ish ilud dcclaJ't'
this a~ and tor my La.st Will und Tcstllllll'nt, IlC'l'eby revoking and Ilwking
void all former wil~s and codic.ils by me .rt any time heretofore made.
FI I{ST. I oruer unc1 diree-t that all my juS"t debts and funeral
expenses lJe paid by my Executrix or Execu-tor as thc case may be, hcre-
inartf'l~ ll,-mled, as soon as conveniently may be done ufter my decease.
seCOND. I give, devise and bequeath all the ('est, t~esiduC' and
l'cHliJimlcr of illY estate, real, personal and mixed, whatsoever and where-
soever situate, unto my wife, 1"1. KATHLEEN GARlHUCK, iJbsolutely and in
fee simple, if she survives me.
.IJIJ RD. If, howevel', my wife, M. KAl'IILEt:N GARBRICK, shall not sur-
vive me, then and in that event I give, devise and bequeath all the
l'C'st, res:Ldllt' and remainder of my estLlte, real, personal and mixed,
wh'ltsoever iJIld wheresoever situate, in equal shares unto my children,
shnL'12 uno shure a.like, aDsolu-te.ly and in fee simple.
Should any of my children predecQase me leaving lawful
issue to surv.ive me, then larder and direct that the share which any
deccGscd eh_Llu would have received had he or she survived me, Shilll be
distributed unto his or her lawful issue per ~rti rpes, said issue tnking
the ancestor's share by representation and not per capitu..
FOURTH. In the event "that my wife,. M. KATHLeEN Gl\lUHUCK, and all
my issue s11a1J. predecease me, then all the re1:'it, residue and l'emain-
dcI:' of my l~statl),. l'cal, personul and mixed, whatAoev('t' l.(w] wl1('r'c~o-
ever situate, I order anu direct be converted Jrrto Nl!:ill by my J:xecutrix
j
d
~
c:::H,
-'
'--
--
~
~WO"f1<::f:S
MARTS()" ..Nt> S>>EJ..IiIAKEfl
~
or Executor, as the case may be, hereinafter named, and divided into
.four (lq equal parts which shall be distributed and disposed of in the
folJ.owing- munner:
A. I give and bequeath one sllch equal part unto my
brother, RICHARD A. GARIJRICK, absolutely.
H. I give and bequeath one such equal pJ.rt unto my
brother, JOUN R. GARBIUCK. JR.. absolutely.
C. I give and bequeath one such equal part unto my
sister-in-law, MELISSA A. CONFER, absolutely.
D. I give and bequeath one such equal IB rt unto the
MID-STATE BAm< AND TRUST COMPANY, of Bellefonte, Pennsyl-
vania, as my Trustee, IN TRUST. NEVERTHELESS, for and during
the natural life of my sIster-in-law, SUSl\N E. CONfER, and
to inves-t, reinvest and manage the said par-t of my estate,
and to pay over from time to time to said SUSAN E. CONFER, or
to the person or persons caring for her or rendering main-
tenance services to her, such amounts of income therefrom
nnu the principal thereof as may he determlneu in the abso-
lute disc.re-tion of my said Trustee to be reqUisite and proper
for the comfor-table support, maintenance and welfare of said
SUSAN r.. CONFER, without the right of anticipation, pledgt->c or
other alienation either voluntarily or involuntarily by the
said SUS^N E. CONFER or her creditors; and upon the dea"th
of said. SUS1\N E. CONFeR, to terminate said trust and pay over
the net balance of the income and principal thel'cof, if any.
unto -the heirs of said SUSAN E. CONFER as may then be detcl'mJned
unller 'tht' Int~state La~"s of the Commonwealtll of ]1c>nnsylvanLI..
C. Should any or the' above l1Qlncd bel1pficiaries p['(;d{O'C('i.lS(~
me, I order and direct that tlJe share which any deceased benc-
ticiQry would }mve received had he or she survived me shaLL b('
d istri.butcd un-to his or her issue per stirl1cs, said issue ta]..; i.ng
.=~
c;
<'
cf-i(
'-
c:.
,'1
')
the ancestor's share by representation and not per capita,
and in default of such issue, said share shall be divided
equally between and among the surviving above-named bene-
fic1.aries.
FIFTH. If all of the beneficiaries named in Items SECOND, THIRD,
and FOURTH, hereinabove, shall fail to survive me, then and in that
ultima'te event I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever and where-
soever situate, unto the l\MERICAN CANCER SOCIETY, PENNSYLVANIA DIVISION,
INC., of Harrishurg, Pennsylvania., to be Llsed for "the general purpast's
of the Society.
SIXTH. I nominate, constitute and appoint my sister-in-law, MELISS
A.. CONFER, guardian of any property which passes either under this Will
or otlte.r'\visc to a minor and with respect to which I run authorized .to
appoint u guardj an and have not otherwise specifically clone so. Such
guaruian shall serve without bond and shall have the power .to use
[lCilH.'iJliJ.t as Wl~JJ. llf:i income from time to time fo.t:' tlK~ minor's educati011.
support and welfare without regard to the ability of said minor's parent.
to provide for such education, support or welfare; or to mal<e payments
for tllese purposes, without further responsibility to the minor, the
minor's parents, or to any person taking care of the minor; at', in the
evpnt the funus held by the guardian for any minor become. in t~he orrin-
ion of the guardian, too small for proper and efficient administration,
to depo:-;it such funds in OJ. savings account in the name of the minor.
LASTLY. J Tlom.inatc, constitute anu appoint my wifc.', ~1. KATIlIXCN
G^RBIUCl\.. J:xecntrix or this, my Last Wil.l and Testi1JTlent, but if for any
reason she' s]wl.1 fuLl to qualify as such Executrix or C(~,lSC !';o to serv(',
then 1 nominate. constitute and appoint her sj.ster:', r.-1ELISSA ^. CONreR,
I.AWOFFICES to servc.' [.11 her' place and stead, each to Sl'l'Ve w:ithout bund. fll tIle'
MART.O~ AND 5H~LBAKE:"
event th,lt both my suiu. wife and hcr said f.;Jstl....C' shal.l 1..~Lil to (lu<:tl.i.ty
tAWOF"F"'CE:6
MART50"lANI> SNELBA"E;;R
as sueh Executrix or cease so to serve. thQn I nominate, constitute anti
appoint the CUMBERLAND COUNTY NATIONAL BliNK AND TRUST COMPANY, of No"
Cmnherland, Pennsylvania, to serve in their. place and stead.
IN WITNLSS WHEREOF, I, WILLIAM A. GARB HICK , have hereunto set my
hand and seal to this, my Last Will and Testament which consists of
four (4) typewritten pages to each of which I hav~ affixed my signature
this ':S 1.>1 day of 0 <:.tt:> Q.{}...J
l\. D., One Thousand Nine Ilunc1red Seventy-
five (1975).
I}'J)~~. () ~)C\Al~-'~~(SE^L
The preceding instrmnent, consisting of this and three en other
typewr.i.ttcn pages, each iden-tified hy the signature of the Testator,
wus on the date thereof sib'11ed, sealed, published and declared by
WILLIAM A. GAH.BRICK, the Testator therein nUllll'd, as and for his Last
Will and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our nQmE~S
as witnesses ht'reto.
~*fi!1!lJ'
--7J c' "'1) F pdJ,
~ \.: I
*'
SCHEDULE A
REAL ESTATE
COI'v'MONWEAl TH OF PENNSYLVANIA,
INHERITANCE. TAX RETURN
RESIDeNT DECEDENT
ESTATE OF
. .
I FILE NUMBER
21-01-0295
All real property owned solely or as a tenant in common must be reported at fair mar\(et value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of survivorship must be disclosed on
schedule F.
Garbrick, William A
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
43,976.00
Lot of Land in Bellefonte Borough, Centre County, Pennsylvania
--- ----~-
TOTAL (Also enter on Line 1, Recapitulation)
43,976.00
REV-18J EX (6_96) RECORDER'S USE ONt Y
M~ Slalll Tax Paid
REALTY TRANSFER TAX Book Numbllr
.COMMONWEALTH OF PENNSYlVANIA STATEMENT OF VALUE
OEPART.MENT OF REVENUE Pogll Numbllr
BUREAU OF INDIVIDUAL TAXES
DEPT. 280603 00111 Rllcordlld
HARRISBURG, PA 17128.0603 See Reverse for Instructions
Complete each sechon and file In duplICate with Recorder of Deeds when (1) the fuJl volue/consideration is not set forth in the deed, (2) when the deed
is without consideration, or by gift, or (31 a tax exemption is claimed. A Statement of Value is not required if the transfer is wholly exempt from tax
based on; 1 famil relationshi or 2 ublic utilit easement. If more s ace is needed, attach additional sheet s .
A CORRESPONDENT - All inquiries may be directed to the following person:
Name Telephone Number:
1"'\. j(A~\Un ("A(t.~"";(.\(..
Street Address
9cS
B TRANSFER DATA
Grantor(s)/Leuor(s)
ES'TATE o~ WI'
Slreel Address
A,eo Code i"fl"
State
"1-1.1. ~ S"/71
Zip Code
nOss-
Granlee(sJ/lessee(s)
6A
<1 OS w"',"-~it.\c!.
City
Slale
Zip Code
q oS' WF\ ,,~~ idel A\lc.n~~
Cily Stale
PA.
lip Code
<I-
Mt..c.; PA-
C PROPERTY LOCATION
Street A dress
\-=to S
,G.'!>\'
""
\
I q Wi I!/lW lac.....,
~ t:E'[
School District
County
C,ej..lTR.e
D VALUATION DATA
1. Actual Cosh Consideration
2. Olher Consideration
3. Tolal Consideration
0.00
4. County Assessed Value
1~,4oo
E EXEMPTION DATA
+ 0-00
5. Common level Ralio Foelor
x 2.~"'I
0.00
6. Fair Market Volue
= 4~. '1":J-c"
1 o. Amount of Exemption Claimed
43 'flc:.
2. Check Appropriate Box Below for Exemption Claimed
~
o
o
o
o
Will or intestate succession
vJ 1 1.1.1'" M A.. C:.,.~'Dlt\c.1<.
(Nomll of Decedellll
'2/.01- O?"lS"
(Eslote File Number)
Transfer to Industrial Development Agency.
Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.)
Transfer between principal and agent. (Attach complete copy of cgency/strow party agreement.)
Transfers to the Commonwealth, the United Stales and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation.
(If condemnation or in lieu of condemnation, attach copy of resolution.)
o Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number , Page Number
o Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.)
o Statutory corporate consolidation, merger or division. (Anach copy of articles.)
o Other (Please explain exemption claimed, if other than listed above.)
Under penalties of law, I declare that I hove examined this Statement, including accompanying information, and to the best of my knowledge
and belief, it is true, correct and complete.
Si!.~atut. af Correspondent at Re'ponsibt, fatty
Date
"/h'
FAILURE TO OMPLETE THIS FORM PROPERLY OR ATT ACH APPLICABLE DOCUMENTATION MA Y RESULT IN THE RECORDER'S REFUSAL
TO RECORD THE DEED.
'*'
SCHEDULE B
STOCKS & BONDS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OEceDENT
I FILE NUMBER
21-01-0295
ESTATE OF b . k, W'll' A
Gar fIe 1 lam
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
I
DESCRIPTION
UNIT VALUE
VALUE AT DATE OF
DEATH
185.79
Oppenheimer Cash Resvs - CRSXX
New Sh Ben Int
1.00
2
Oppenheimer Cash Resvs -CRBXX
FDCLB
i Oppenheimer Champion Incom Fund CI A - OPCHX
Oppenheimer Cap Apprec Fd CI A .OPTFX
1.00 87.31
\0.881 7,887.54
I
49.05 5,543.43
9.57 16.00
9.55 9.55
1.00 75.91
51.93 9,942.57
23.31 4,724.56
3
4
5
Oppenheimer Muni BD FD Inc CI A - OPTAX
6
Oppenheimer Muni BD FD Inc CI B - OTFBX
I Oppenheimer Money Mkt Fund Inc - OMBXX
Oppenheimer Global FD Cl A - OPPAX
7
8
9
Oppenheimer MidCap FD Cl A - OMDAX
I
i
I
I
i
I
I
L-._
TOTAL (Also enter on line 2, Recapitulation)
28,472.66
_IlIlOCCI3l:UIdIIl "ELl'lIKIlI
100000'1-f:~""rOHlIOE'I"""U'" . M>OA:IRM> . tIIU_ . inNMYaEllal;DIVM5Dll
llOAlIlWl!l" I'MTI1M :jlIpIO"-elllJO,llll_
"
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..
~S3AN131:1
~S3^NI'31:1 HSY.) "oen
.
~S31\N1'31:1 '. s5ib'
. ~S3ANI'3l:1 . . .. HSV:) . E9"S
/. .
~s3ANI3~ .
~S3^NI3l:1 HSVO tS'~ 9S'S
.Slll"S~
f!j
<I:
lL
I8'SL'
:lNl (]MfI~
. J>tn klNOrt 1I3N3HIGddO
. xa~i.O
. g SSVJ:) :lNI O.:HlB
. . .
. .. . ''''dl~Nn" 1I3W13HN3ddO
. .. X't'J.dO
V 8M:> ONI O~ as
lYdl:>INnl'lll:l3l1'1l:lHN3ddq
. . X:l.ldO .
V 1:l O:l
::>3l:1ckr;'.dYOl:I31'1113HN'3ddO'
... .'XHOdO
...... . .Y,:l ONn:l3l1'100NL
NOld~'!l3r\l13HN3ddO .
. -. -, '-.
XXBl:IO
S1::>C.:I
. .
S^S3l:1 HS't'.::>.1:I3WI3HN3ddO
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SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or
SOLE-PROPRIETORSHIP
~THOfPE.NNS't\.."HiII\
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21-01-0295
ESTATE OF G b' k W'll' A
ar fIe, 1 lam
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the
decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-propnetorships.
iTEM
NUMBER
I Scene-Ies - sole proprietorship
DESCRIPTION
VALUE AT DATE OF
DEATH
32,000.00
-_..-- --.
TOTAL (Also enter on Line 3, Recapitulation)
32,000.00
Profit or Loss from Business
(Sole Propri8l0nlhlp)
~ Pilrtnerships, joint ventun!I$. ett;" must file Fonn 1D65.
~ Attach to Form 1040 or Form 1041. ~ S.. instruction. ,'" Schedule C (Form 1040~ 09
~~..... NumbM(SstO
163-38-89;\5
B !lit" I'>rlllClpM BuslnKII Colda (A", ill~ I
~ 7880
EmpIuywtD "'o.l1JN).II''',
JUL 11 '01 15:11 FR RITERID R.P.STORE PLN717 731 3814 TO 92328035
'.
Schedule C
(Form 1040)
Depwtment at lb. Tr'Usury ._ _..
Internal Reveffil!: Sl!:i'l/ICC fQQ)
jlj1\~ III Prepnewr
Wl11i~m A Garbrick
A Ptiw;iQ.t~n8IJI'!.<<P'rcC~lon, Inc:ludlngPmdudorSeMt:e (!oel!lin~)
WHOLESALE. POST CARDS
C Ek.I$inelS Narn.... If ND '5ep;;,m., IimoinD" 1'4::r.I1\lO, L.~ lill6nk.
P.02
OMIINtl.1!546..Q)74
1996
WILLIAM GARBRrCK
E ~~:n~(~~:'T~~."".) ~ ~Q~_W~'i~lsl_D_~'LE_ -- - --- - - - -... - - - - - - - -- - - -- - - - - - -- ---"
, .." MECHANrCSBURG, PA 17055
Accounting method: (1) LJ Cash (2) @ Aoorn.1 ~ 0 Othor (specify) ..
Old Y'JY 'materially partic1p2te' in the o!)~ration Qf tlil$ busiMess during 1996? If 'No,' U& it're;uCti~ f~ I~ ~;-\;S;;; -:. . X - V-~ IT N;
If ou started or;it ulrecl thi$ bU$ine$$ durin 1996 check here... - .... ,...,...,.,............ .... . .....,....
Income
1 Gr05S receipts or saIBs.. CotIlrth.'Jn: "this income was reported to you on Form W-2;mcl the
'Statutory 6lTlPloyee' box on that form was checked, 's(!e the In$tf'Uctions and check here .........,. -{J ,
2 RElturnsand allowances _, ......, ,.,..,." .,. ..,.", ... ,....._............... .__.... ...., .... ... ...._...... 2
S Subtract line: 2 fram tin$: i "".....,.,......,... ..... _. _ -......".....,'...,... ....... -.' 5:
4 Cost otgood$ $old (from llne42 on page 2). .......... ............,. 4
5 Gross profit. Subtrect line 4frQm tins 3,.... "..,..",..",.........
G. Other income, inc;ludi\"\9 fecteral and $'tat\!!; 9a5oline or fuel tax aedn or refund.
G~i~..Addlin865and6 ....... .... ...._. ........ "..""" '. ,..., ".. . .......... .... ,. ,. ..".... 7
"585_ Enter. 8& for bl,.l$in"$ use 01 tJU' home only on line 30.
a Advertising .......",...... 8 19 Pension and profit-sharing plans .. . .. .. .. 19
9 B:!'Jd debts from sales or 20 Re-nt or lease (see instructlons)~
ar'flces (SISIe. jns'lJ'uct).on&) _.. '9 88. a Vehicle$, machlnery, and equipment..,..,..",..
10 Car aDd truck eltpenses (see instrs) 10 5 001. b Other business properl;y ....., ...,...,...
'1 Commissions and fees. .. 11 236 _ 21 Repairs fll1d maintenance.,...........,.
12 Depletion........". 12 Z2 Supplies (oot included in Port III) """.
13 Deplec1ation ifld $$ctlon 23 Taxas. and licenses.. , . . . , . . .,. , , , .
'79 e){pense deduction 24 T I. t .
(not included in Part Ill) rt'lvel, mea s, an~ liIn artainment
(see in9vutUon::l) .."". 1'3 2. 584. a Travel ".. ".....,,"'....
14 Employee benefit programs b Meals 8Md
(othl$lr tI1i1f1 on line 19) ...... 14 .ntertillnmetlt .,..,.....
15 InsurlmC1l(otherthanhealth). 15 186. eEntef50%oflinIi/:24b$ub'
'6 Interest ject to llmitatkln& (see instr.s) -
I MDrt~ (paid to banks, ,Ie) 168 d SLtltract line.24c from line 240 , . . , .. . . .
b 01her, ..,.,......"",. 1Gb 25 Utilities .-...... .-....,..,., ,....,..,.,
17 l.eg&lal\dptof$$s1onlJls~rvices. 17 150. 26 Wi!lgesOlf:ssemploymentQredits) .....
180111o..,e"".." 18 1,201.27 ot'''''PM,,,('romli,,48on ,
28 Total expenses before e:.<penses fOr business use of home. Add Unl!l$ ~ through Z7 in columns
29 Tentative profit (loss), Subtract line 28 from line 7 . - .
3D ExpEmses for busin~$$ l,JSe of your hom$. At~c:h Form 88Z9 .."...
31 Net profit or (10$$). Sublr.lct lin. 30 from IIn. 29.
. If a profit, enter on Form 1040, line 12, and al~ on Schedule SI!, IIn.2 (statutory
.empl(lye-65. see instructlons). Estates and. trusts, enter on Form 1041,/ine '3 ,.,.,."
. If a loss. YOLl ml$$t go on to IJr'1e 32 . " . , , .., '...,..",........ ..'
S2 If you hava a 105S, check 1t1e box that describes your investment in '1lls activity,
. It you l;M~ed 32&, enter the loss on F"orm 1040.. line 1Z, and also on Schodulo SEllittO 2 (statutory I
emploYIiIE!I$, $S!E! Instrudions). Estates and trlJ.t'i.ts, enter on Form 1041, line 3. .. . - -." ........ -. r
. It you cnecked 32b, you must attach form sus . . . , . , . . , . , , . ' . . , , , , , , . , . . , . , . . , ' :-
BAA For IJaperwork Itadudlon Act NotkG. &el! Form 1040 In$i:rLlctionllS.
d'''l
..... r
FDIZ01l2 1II1a~
43 714.
284.
43.430.
22.195.
5
6
21 235.
21 235.
20.
2Gb
Z1
Z2
Z:l
24.
24d
2S
2.6
l7
.. .. 28
3.916.
13 362.
29
3D
7,873.
876_
31
6,997.
Sl.D
All inlMstm~ntlJ
at risk.
Some investment
.3Zbn rs not atris.w:,
Schedule C (Form 1040) 1995
JUL 11 '01 15:11 FR R[TERID R.P.STORE PLN717 731 3814 TO 92328035
P.03
.'
orm 1040) 19516 William 1\ Garbric::k 163-38-8925
Cost 0 oods Sold
33 Method(s) used to value closing inventory: Lower of cost or marklij!t C Other (attach expt4!ll')atlon)
34 ;rYe~~r:m~ ;~=~:~~~~~~l~~~. ~~~~~~~~: ,~~:~'.~~ ~'~~~~~. ~~~.~t: ,~~~~:~~_ ~~~. ~~~~i.~~ .in~~?? . . . . . .
35 Inventory et beginning of ye~. If cliffe.r~ irom lut year's closing Inventory,
attach explaJ1tlltion "._, ....."" ..,.,.. " "_....,...",, '.__.._'" ,. .,. ....
Page 2
No
36
19 763.
36 Purchases ress cost of items withdfe\'M1 for pere;onal use,. . . . . . . .
36
20379.
~ Cost 01 labor. Do not include $alary paid to your~elf .,.
117
38 Mate:rlsl$ and supplies .,.,...
38
39 Othlilr CXlSts
39
40 Add lines .35 through 39 .....
40
40142.
41 Inventory at end of Y&all'
41
17 947.
CMtof ods sold. Subtract line 411rom Iina 40. enter the rt.sult here and on a e 1, flne 4",.,. 42 22. 195.
InfonnBtion on Vour V.hide. Cornph.te thIs part OnlY It you !!Ire claiming car or truck: eXpenses on IInl'il 10 and ara not
rsql,.ljred to file Form 4562 for this business. See the instrucliOl"J!i). for line 13 to find out If YOLl mlJ5t file.
43 When did you I'lace your vehicle in 5efVice for business purposes? (month, day, year)
..
44 Of ttll!t total number of I11l1e5 you drove your vehicle during 1996. enter the number of miles you used your vehiQle for:
aBusiness ___...._______ bComrnuting ___________ cather _...._________
45 00 YQU (or ycur SpO\.lS&) have another vehicle l!M!illable iorper$onal use? ..'..,.",..,...... ....,..."..,..,.
.0 Yes 0 No
..0 Yos 0 No
0 Yes 0 No
No
12.
3 000.
447-
225.
2 2.
46 WM your vehicle available for U$e durtng otf.d.Jty hours?
47a Do you hf.iN9 avldencb to ~pport your dedL.Jctlon? ,.....
IQ~~__________________________________________________---
~Q~~~Sg~Ll!~~___________________________________________
~Q~T32~___________________________________________________.
~l~~!~~~________________________________________________
If~JHQ~~______________________________________________--_
---------------------------------------~---~----~-------_.
---------------------------------------------------------
48 Tq.u.l other expense!I. Enter here 2lnd on oage 1. line 27 .
48
3.916.
FDI201l2 O!OfiOf9ij
JUL 11 '01 15:12 FR RITERID R.P.STORE PLN717 731 3814 TO 92328035
P.04
~artT'lentaf1h8Tn1i15Ury
Inletn.1d Revel'luft ~&
Name of Proprietor
(ll0)
Profit or Loss from Business
(Sole Proprietorship)
.,.. Partnersblps.lolnt ventures. Itc:, must ftle Form 1065.
.. Attach to Form 1040 or Form 1041. .. Seelnolruc\fon. forSth"". C (rOfm 1040) 09
Social SIteUl'Ity NUlitb"(SSN)
163 38-8925
B lEN.r Pritidp.. Iiudri*U Cod.(~ It.slt} I
.. 7880 I
D tmpIor-r ID No. (liN). If AJIIJI
OMB No. 1545-0074
Schedule C
(Form 1040)
1997
William A Garbrlck
A P~al &.lstnesa Df Jl'rnms.lon. lOOludiflQ Produtt Of 3orvil,;C (~ if1l>!rlJl;ijl;lIlli)
WHOLESALE
POST CARDS
C BlJIiir:less N.l/rHl', 11 No ~"l1lbt IiluIlitIti! Name, lAave alank.
WIllIAM GARBRICK
E '''~'''_(>''''''''''''.''''''noJ .. 905 WAKEFIELD AVE
CitY TqwnQIPO ~ a.Z1Ji'Code --- -- ----- --- ------ - - -- - -- - - -- -- - -- - --- ------ - ---
, '." MECHANICSBURG. PA 17055
AcC<lunting method: (1) U Caoh (2) ~J Accruol (3) 0 Other (specify) ..
Did you 'materially participate' m the operation of this business durlng 1997? It 'No,' soa in-;;udi~n-; fo~l~ii ;)010$;;.:- X y" 11N;
It ou started or Be ulred this business durin 1997. check here.........,,,,,....... ........... ..,.."... ...
Ineome
, Gross receipts or sales. c.ution: If thi$ jl1COff18 was reportsd to you on Form W.2 Bnd the
'St_y empJoys6' box on that form was c/Uld<Rd, see the Instructions and check here..... , , , , , . .. 0 1
!. Returns and allowances ... ..., ,... .." ...... "" .... ....., ..... _.... ._...._. ....... .._ 2:
3 Subtract line 2 from line 1 ............, ......'...,....,..,....., ...."......,......, ........... 3
4 Cost of good. sold (from Iin. 42 on page 2)"" ""..,,, ".., .."..... '" """""""...,,,,,.,, ,,,'''' 4
36 069.
173.
35.896.
14 528.
5 Gro$$pmfit. Subtract line 4 from line 3........,....,........, ... ...... .._ ...,..... _...... ....... _ ..__.. _ 5
6 Other ineome, including federal and state gasoline or fuel tax credit or refund. . . . . . . . . . . , . .. ... . , , . . . .. , . . . 6
21 36B.
Grossfncome. Add lines 5 and 6,..., ...,. ...
Ex enses. Enter ex n:ses fol' busin/!9! use of ur home ani on line 30.
8 Advertising.... .......,..,.... 8 19 Pension and profit-sharIng plans....."., 19
9 Bad debts from sates or 20 Rent or lease (see lnstructions);
-servk:E!S (see in!tructicns). . . 9 a Vehicles. machinery, and eqUipment: . _ _ . _ _ . _ . . . .. 20a
10 Car.ncItruo'OJCPOII."(,...inm),,.. 10 4 142. bOth.rbusln...prop.rty".",,,.,,,,....20b
11 Commi6&ions and fees...,..... 11 799. 21 Repairs and maintenanee ,. _ _.. _........ 21
12 Depletion............".....,' 12 22 Supptles (not included ir'l Part Ill) " ., , ... 22
13 Depreciation and section 23 Taxes and licen&es . . . . . . . .., . ,.. . . . . . " 23
179 expen1Si8 deduction 24 li I nd t rt '
~~:i~~~O~6~~~ ,I~I~.... "" 13 1 487. .. T::I' ,~~~.I~:~" ,,~~.~ .~:~~~~~....
14 Employee benefit prqQrams b Meals and
Cother than Dn line 19) ......,.. 14 entertainment..,.....,.
16 lASul1nce(otherthal\h8alth)..... <". 15 186. cEnter 50%: of line Z4b sub.
16 Interest: jed: 10 limitations (see ir1!ltrs) .
a Mortgaol (paid to b.oo, eI!:) ".",,, 16. d Subtract Une 24<: from lino 24b " " " 24d
bOther. .....................,. 16b 25 utilities. __............ ..........,...... 25
17 Legal and protas$i(mlll services. _ . _ . .. 11 150. 26 Wages (ress employment credits) . . . . . . .. 26
18 Offieeex ns. "..""""".. 18 1 081. 2:1 Oll1or .",,,(fnlmline~,"o' 2) ..""." Zl
28 Tot_I expenses before expenses for business use 01 home. Add lines 8 through 27 in COIUrMS . . . . . , . . . . .. .... 28
..
7
21. 368.
Na
2 766.
10,611.
29 T4Ilntative profit (loss). Subtraclllne 28 from line 7.. .
ao Expenses for bl.l$jnes~ USie of your home. Attach form 8829. _ _ . _ .
!1 Net profit or (IO$S~ Subtract line 30 from line 29,
. If 3 profit, enter on Form 1040. lin. 12, and also en Schedule SE, line 2 (s.tatutory
employeE.'S, see instructions). Estates arid trusts, enter on FOrni 1041, line 3...,. ,... .,........ ,'1
. If a lO515, you must go on to line 32.................,.,. , ".."........'"".,.., ..
32 If Y'lU haw a loss, check the box that describEl!: your investment in this activrty (see in5b'udi(;lns).
. 11 you checked 32aj enter the lose on Form 1D40,line 12 and also on SchHluJe SEt line 2. (statutory I
.mployees. se. instructions), E.tat.. ond trIJ.t" enter on Form 1041, lin. 3.,.""""" '" """", r
. If YOU cl1ecked 32b. vou must attach Form 'lea.. .. . .. __ . . " . . , . , . -
BAA For Paperwork RlKfuction Act Notice. see Form 1040 In$b'udiQn$.
",...."."",,,,,, 29
30
10,757.
902.
31
9 855.
,I.. AlI~RVe:rtmenti5
32a :.1 at fisk.
, 'I Some investment
S2b I is mt at risk.
Schedule C (Form 1040) 1997
I'Dtza1120712!!l197
JUL 11 '01 15:12 FR RITERID A.P.STORE PLN717 731 3814 TO 92328035
P.05
163-38-8925
P. 2
Lower of cost or market c
34
If 'Yes: alt ekplanation. . . . . .. .......... ........,.. ,.,............... ............_,,,......, .......... "', ." I I Yes !Xl No
35 ~~~Oe~p~~~:a~~~.~ ~f, ~~~', :~ ~~~~~.l.~~~ ,l~~: .~~~~, ~I.~~i~.~ ~~~~~~~'. .
...,........"....,.... ...... 35 17 947_
S6 PurchaSlis less cost of Items withdrawn for personal use. . . . . ,,,,,. ...............................,...,... S6 IS 694.
$I Cost of labor. DO not include salary paid to yourself............ ........n ..'''.."......,......--... ,,- $I
38 Material& and supplies. _.... ..... ..........",..,...........,.. ...... ....0- .....",,, , . . , . . . . . . . . . - . sa
119 Other costs ,.................. ....... " ....... ........."........................-. " .............". at
40 Add line. 35 through 39.... _..... -.. ........,.. ,...",.....,..... ...--... ..... ...... ............ 40 33.641.
41 Inventory at end of Y~l!lr .... ..,....."........,............ ...... ." " .... . . . . . . . . . . . , . . . . . . . . ..... 41 19 113.
42 Cost 0' goods sold. Subtract line 41 from line 40_ Enter the f8S1111 here and on cacre 1 line4..._.........,. 42 14.528.
Inf~nnatlon on Your Vehicle, Complete this ~fl Dn lf you are CUiimin car or :truck expe~s on line 10and i!!lre not
required to file Form 4562 for this bUSiness. See the Instru:Zons for line 13 to rOd out If you must file.
43 When did YOu place your vehicle in service for bL.l$ineS$ purposes? (month. day, year)
.
44 01 the total number of miles you drove your vehicle during 1997, enter 1he number of miles yOu used your vehicle for:
a8U$ines$ ___________ bCommuting ___________ cOther ___________
45 Do you (or your spouse) hSlIJ'G another "ehi'l;le available for personal use? . . . ..
....... Dyes ONn
.,,-- Oy"" ONo
46 Was your vehicle availi!!lble for use during off.duty hours?
47a Do you have evidence to support your deduction?.......
"............".......".".........."",,-------..-- DYes OliO
blf 'Yes,' is the evidence written?,. ,..,..."".,...... ....,'... .........,........ ............... .............,...,...
Other Ex nses. List below business ex enses not IncJuded on lines 8 . 26 or line 30.
No
IQ~~_____________________________________________________
~~QRI~~5~~~11~~__________________________________________
lQ~T~~~__________________________________________________
11~_f~05_________________________________________________
II~~~~~__________________________________________________
S~~~f~O~E_~XE~N~s__________________________________________
12.
Z 000.
349.
67.
97.
241.
----------------------------------~---~------------------.
---------------------------------------------------------1
48 Total other ex "'". Enter here and on a e 1 Una Zl. , . .. .. , . .. . . .. , " . . . , . . , . . . . , , . .. . .. . . 'h ....... 4tI
2.766_
FD1Z01 \ 2 IJ7 J25/rp
Profit or Loss from Business
(Sole Proprietorship)
~ Partnersb_lP51iofnt wntp""$. etc. must file Form 10M Qr Form 1..S.
~A1tachtoFotml040orFo",,1041. ~ S..in.t",etionslorS<:hedUleC(FOfm1ll1lO G9
SocI. sfi!Urit;v HVlld.", (SSN)
163-38-8925
B EnbwN..Co*Irom l~
.. 422.100
o E~ ID N4M'b"'(pN)," AIry
JUL 11 '01 15:12 FR RITERID R.P.STORE PLN717 731 3814 TO 92328035
Schedule C
(FQI'm 1040)
g~~~~s~~\JI)' (99)
Nilmtl of Pl\'ll,/i~
William A Garbrlck
A I>rincipal !:MJslni31!is or f'raft!uion. IncludlrQ Product: or $crvWi:! (see h1$trudiOn$)
WHOLESALE, POST CARDS
C &sine" Name. '1 No Seperaill Bwif1d3 Nome. 1.~ B!()nk.
P.06
OMB N<l, 15046.01>74
1998
I
WILLIAM GARB RICK
E ~~~~~~oo~~l~~~ "~Q~~~~E!1~~_6~___________________________________.
, " MECHANICSBURG. PA 17055
Accounting mcth<>d: (I) U C..h (2) @ Aeorual (3) I I Other (specify) ..
Did you 'maleriall\l participatc' in Ihe cperlllion <>f thi& bUlline.. during 19987 If 'No,' s.. insi,;,ctiO';; fOrlimit onlo....,-:-1Kr y'; No
If u started or a uired thi!ii'o bUSiOQSS during 1998, check here.. ......."...."....,.,.., ...,.........,...,..,..' ~
Income
1 Gross receipts or sales. C.n.dlon: If thifJ income was reported ta you on Fotm W-2 and the _11.
'SlllIIutory employe.' Oox on thBt Iorm was oheoked. see !he instructions and shook hor.o . , . . . . . . . . '-J
2 ~turns and allowances. ...." ..", .... ...... .. .... ..... .., .,..,.' ..,..',....., ..... ,.. ...., ..,..... ,.
a Subtr;.et linGl 2 from line 1 ...............
4 CQst of 9OQd$ $Old (from HnB 42 on page 2).
5 IOro66prolit. Sublract liM4 trom Ilno 3......... ..................... .............................
8 Other income, including federal and state: gii!uwline or fuel tax Cl'edit or r'eful1d. ... , . . . . ... . . . . . . . . . .
GrolS5 income. Add lines 5 sod B........................"..."......... .....,.,.....
ens e.. Enter ex 'lOSS" for business use of ur home on. ~n line 30.
U AdV<lrtising.,....."",.....". 8 19 PeMion and proflt.sharlng plof)$.""".. 19
, Bad debts from 90les or 20 ~nt or lease (see instructions):
sef\liclIs (see instructions)... 9 .. Vehicles, machineiy, and equipment,.
10 Car and truck expllrtSa (:see instrs) . 10 4. 172 . bOther bl,l$ines,9 property. . . . - . . . - . . .
" Commis.sionsandfee$. 11 542. 21 Repail"sandmafntGnanc. .........-.""
12 Depletion.......,.,..,.,..,... 12 22 Slipplies (not included in Part Ill) .
13 Deprecia1iQll and section 23 Taxes and licenses, . . ... , . . , . . . . .. , . . . .
179 e)tpense deduction 24 T .
(not included in Part III) Itavel, meals. and entertainment:
(see instructions)......"...... 13 1 865. iI Travel................................. 24.
14 E"'Illoy.. b.nefit program. b Meals and
Cotherthal"' on line 19)....,.... 14 entertainment...., ,..,.
185 cEnter 50% of hne 24b
15 Ins""o..... (other \l1an health). .. 15 . .ubject to limitation.
16 Interest; (see instruction$;) - < .
. MortgaQe (paid 10 banko, .w) ........ 16a dSubtract line 24c from IIn. 24b ..,.... ZIId
bother............ 16b 25 Utilities.......,...,...,.,..,...",.,." 25
17 Legal &. ptofe..ional ..rvic..... 17 150. 26 Wag.. (I... employment eredils) ". .. ... 26
18 Office ex Bnse...""......." 18 1 039. 27 Otherex E (frorn line 48 on PQ:2) .. - u' 27
28 Total expenses befOre expenses for business use ot home. Add lines. 8 thfOugh V in eolurms. . . . .. . .. . .. .. 28
29
'" ".",,'''' 30
Z9 Tentative profit {loss). Subtract line: 2B from line 7.,...,..,.....""...,..
30 Expenses for bU$iness use of your home. Attach Form: 8829....
31 Net pl"olit l)f(lO:5S). SubtfCIct line 30 trom line 29.
... If a profit, enter (I1'1 FGm11040, line 12. and .Iso on Sc:hedul. SEt I1ne 2 (statutOI)'
employees, see instrudians). Esl~te9 and trusts, enter on ForrT'll041. line 3.
. If.e Joss, :you must gtl on to linB 32.
32 If you have a IO~$, check the box that describes YOl.lr investment in thiS activity (see instructions).
. If yOU Checked 328. enter the loss on Fonn 1040, line 12, and also on Schedule SE.lIne 2
(statutory lilmployftes, see instructions). Estates and tn..I$ls, enter en Form 1041. line 3.
}
}
. If au checked 32b, vou ml.l$ a a h Form 6198.
BAA For Papel'Work Reduction Act Notice:, se. Fonn 1{J4Q instructions.
FOtZOtl2. 10'2&'118
1
2
g
4
33 19.
55.
33 764.
12 237.
,
6
21 527.
..
21 527.
7
... ZOo
ZOb
21
12-
2S
3.067.
11 020.
10,507.
871.
31
9,636.
O All investr'nent is
32 D at risk,
Some InvQ$tmerrt
32 b is not at risk.
Schedule C (Form lOA.D) 1998
JUL 11 '01 15'13 FR RITERID R.P.STORE PLN717 731 3814 TO 92328035
P.07
163-38-8925
Page 2
.33 Lower of cosl or market c Other (attach e.xplaf'lalion)
.!4 ;;'~a~~~~t:~ ~~~!eg~~~~~~~~]~li~~_ ~~~~.t~t~~~: ~~,~t~: ,o,r, ~~~~~~~ ~.~~~~. :~~i~~. ~~~. ~~~~j.~~ .i~~.~t~.~~.
.35 fnventory at beginning of year. If differ~nt from last year's closing inventory.
a\\act1 explanatIon.."." ,.,.."". ......... ........ _..... _..... _...,'.,'.
35
19, lB.
36 Purchases les:!l cost of items withdrawn for personal use.".....,......",...." "........"..,.....".,.. 36
12,391.
37 Cost of tabor. Do not include any amou~ paid to yoursetf,.,.
.........,...,..........,.. ~
38 Materials and supplie.s. . . . .
.........., 38
39 Other costs.." ,...,... ,.".
,............................... 39
40 Add line' 'l5 lhrough 39.
40
31 504.
41 Inventory at end (If year
.. .......... 41
19,267.
oods sold. Subtracllin. 41from lin. 40. Enler the ....ult hore end on e. 1, line 4... .. .. .. .. .... 42 12 237.
Information on Your Vehicle. Complete this part OnlY lfyo:u are claiming car or truck expenses <m line 10 and art not
required to file Form 4562 for this business. See the insirudions to!' line 13 to find out if you must file.
43 Wh&n did you place your vehicle in serviclit for buslnH& pl.:lrposes.1 (month. day, year)
..
44 Of the total number of miles you drove your vehicle during 1998. enter the number of miles you used your .....hi~. for:
aBuslness __~________ bCommuting ___________ (Other' ___________
45 Do you (or yQur spouse) have another vehicle available for personal use?.. ... ... . .. . .. . .. . . .. . .. .. .. .. , " . .. . .. . .. ... 0 Yes [] No
46 Was your vehicle available for use during off.duty hours?.............,............,...,.,.., -. -.,.. -.-... .. ..- Dyes 0 No
47. Do you have evidence to support your deduction?........"",,,..,....... .................................. d...... Dyes 0 No
blf'Yes,' i. the evidence written?.... _........ _.. _. _..,........,..,."., ,.....,.,.. .................................ny"" nNO
other EXDeI1ses. ~iS\ below business eVTW!!nse$ not. included on lines 8 - 26 or line 30.
J9~~_~~~~~I~~_____________________________________________. 39.
~~~~~~SY~~!l~~________________________________________--- 1,000.
~Q~T~9~______________ ~------------------------------------ 512.
fl~~f~OS__________________________________________________ 1S2.
JE~~~~N~_________________________-_-----____-_---_-_______. 118.
SE~~fttO~E_~~S~~___________________________________ --------. 216.
--------- ------~----------- ------------------------------.
- ----------------------------- ---------------------------.
4ll To~1 other cxaensas. E:.nter here and on piilge 1, line Z7.. I 3. 067.
..... "..... ."...,.. ... 4ll
l'l'DIZ0112 01/oe/9A
*-* TOTAL PAGE.07 **
,Schedwle C
(Fonn 1040)
Profit or Loss from Business
(Sole Proprietorship)
~ Par1nership~1 joint ventures, etc, must file Form 1065 or Form 1065-B.
~ Attach to Form 1040 or Fonn 1041. ~ See instructions for Schedule C (Fonn 1040).
Department of Ihe Treasury
Internal Revenue Service (99)
Name of Proprietor
William A Garbrick
A Principal Business or Profession, Including Product or Service (see instructions)
WHOLESALE POST CARDS
C Business Name. II No Separate Business Name, leave Blank.
OMB No. 1545.Q074
1999
09
Social Security Numbe, (SSM)
163-38-8925
BEnt., Code from In.trudon.
I
~ 422100
o EmploYer 10 Number (ElM), If Any
WILLIAM GARBRICK
E Business Address (include suite or room no.) ~ 905 WAKE FIE LD AVE
City TowllorPoslOlfice State & ZIP Gode - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - _ _ _ _ _ _ _ _ _ _ _ _ _ _.
, " MECHANICSBURG, PA 17055
F Accountln9 method: (1) 0 Cash (2) IRl Accrual (3) 0 Other (speCify) ~
G Did you 'matenally participate' in the operation of this business during 1999? If 'No,' see instru-;;t;;'';-s 107 iimit ;n-I;;-s;e; -:-. -:-g Ye;~ 11"N;;-
H If YOU started or acauired this business dunna 1999, check here .............................................................
1~I~itiUn!Wl Income
1 Gross receipts or sales. Caution: If this income was reported to ~ou on Form W.2 and the ......~D
'Statutory employee' box on that form was checked, see the ins ructions and check here .. .. 1 30 822.
2 Returns and allowances ...... ..... ......... ..... ...... ..... ..... .... ...... ... ..... '" .... ........... 2 18.
3 Subtract line 2 from tine 1 .. .. ............ ..... ..... ... ...... ..,,,..,, ..... . . . . . . .... .. ....... .... .. 3 30 804,
4 Cost of goods sold (from line 42 on page 2) .... .... ...., .".. ..... ...." .. ...... .... ..,. ..... ... .... .. 4 12 750.
5 Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . ........ .... . . . . . . . . . . .... .... ..... ..... .. ..... 5 18 054.
6 Other income, including federal and state gasoline or fuel tax credit or refund... . .... .... ..... ..... ... ..... 6
7 Gross income. Add lines 5 and 6 . ... ...... .... ..... ..... .... .... ...... ........ ...... ... ~ 7 18 054.
g" (inl Expenses. Enter exoenses for business use of your home onlv on line 30.
8 Advertising ...... ..... .... 8 19 Pension and profit-sharing plans .. ...... 19
9 Bad debts from sales or 20 Rent or lease (see instructions):
services (see instructions) .. 9 a Vehicles, machinery, and equipment. . ... 20a
10 Car and truck expenses (see instrs) . .. 10 3 442. b Other business property . . . . . ... ...... 20b
11 Commissions and fees .. ...... 11 502. 21 Repairs and maintenance . . . . .... ... .... 21
12 Depletion. .... ..... ... ...... 12 22 Supplies (not included in Part III) .... .... 22
13 De~reciation and Section 23 Taxes and licenses ..... ... .... ........ 23
17 expense deduction 24 Travel, meals, and entertainment:
~not included in Part Ill)
see instructions) ........ ..... 13 O. a Travel ... ..." ......... . . . . . . . . .... 24a
14 Employee benefit proyrams b Meals and
(other than on line 19 ..... ... 14 entertainment .........
15 Insurance (other than health) ... 15 100, c Enter nondeductible
amount included on line
16 Interest: 24b (see instructions) ..
a Mortgage (paid to banks, ele) . , . .. ... 16a d Subtract line 240 from line 24b ....... 24d
bOther.. . ....... .... .... ... ... 16b 25 Utilities .. ......... .... ........ ... .... 25
17 Legal & professional services 17 ISO, 26 Wages (less employment credits) .... .... 26
18 Office eXDense . , . .... ..... 18 1 458. Z7 Other "",enses (from line 48 on page 1) . . . . . . . Z7 1 696.
28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ... ...... ~ 28 7 348.
29 Tentative profit (loss). Subtract line 28 from line 7 ..... .... .... ...... ... ........... ... ... .... ..... 29 10 706.
3D Expenses for business use of your home. Attach Form 8829 ..... ... .... .... ..". ..... ... ..... ..." 3D 1 002.
31 Net profit or (loss). Subtract line 30 from line 29.
. If a profit, enter on Form 1040, line 12, and also on Schedule SE, line 2 (statutory -
employees, see instructions). Estates and trusts, enter on Form 1041, line 3.
. If a Joss, you must go on to line 32, 31 9,704.
32 If you have a loss, check the box that describes your investment in this activity (see instructions).
. If you checked 32a, enter the Joss on Form 1040, line 12, and also on Schedule SE, line 2
(statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3.
. If you checked 32b, you must attach Form 6198.
BAA For Paperwork Reduction Act Notice, see Form 1040 instructions.
FDIZ0112 10/21199
J
}
O All investment is
32 a at risk.
Some investment
32 b 0 is not at risk.
5 chedule C (Form 1040) 1999
163-38-8925
Pa e 2
Lower of cost or market c Other (attach explanation)
34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
If 'Yes,' attach explanation.....,...........................................,........................'..
35 Inventory at be~inning of year. If different from last year's closing inventory,
attach explanation ..........................;,.........................
35
19267.
36 Purchases less cost of items withdrawn for personal use . , . . . . . . . , . . . . . . . . . . . . . . . .
36
13 396.
37 Cost of labor, Do 110t include any amounts paid to yourself , . . . .
iIT
38 Materials and supplies
38
39 Other costs
39
40 Add lines 35 through 39 .
40
32 663.
41 Inventory at end of year. . , . . . .
41
19 913.
42 Cost of oods sold. Subtract line 41 from line 40. Enter the result here and on a e 1, line 4. .. . 42 12 750.
Information on Your Vehicle. Complete this part Only if you are claiming car or truck expenses on line 10 and are not
required to file Form 4562 for this business. See the instructions for line 13 to find out jf you must file.
43 When did you place your ,ehicie in se('lice for business purposes? (month, day, year) .. il.!iU)!~l_ _ _ __
44 Of the total number of miles you drove your vehicle during 1999, enter the number of miles you used your vehicle for:
. Business _ _ _ __ _ }SL9JE bCommuting _ ____ __ __ _Q cOther _ _ ___ _ _ _ _2.711.
46 Was your vehicle available for use during off-duty hours? ..
............... [glVes DNo
....... [glVes DNo
45 Do you (or your spouse) have another vehicle available for personal use? ..
47 a Do you have e'Jidence to support your deduction?
......................,......,....,.................
........ [glves DNo
b If 'Yes,' is the evidence written? ",.' ..................................
t.... \,'." Other Ex enses. List below business ex enses not included on lines 8 - 26 or line 30.
No
JQ~~_~Jt~~~~__________________________________________---
34.
~~~RJ~~5Y~~1~~~_______________________________________----
JQ~~A~~_______________________________________________----
750.
399.
Jl~~f~~_______________________________________________---
206.
JE~J~Q~_______________________________________________--
307.
--------------------------------------------------------
----------------------------------------------------------
----------------------------------------------------------
48 Total other expenses. Enter here and on page 1, line 27....
48 1 , 696.
Schedule C (Form 1040) 1999
FDIZ0112 10121199
JUL 12 '01 08:40 FR RITERID R.P.STORE PLN717 731 3814 TO 92328035
P.02
Schedule C I
(Form 104ll) I
~ll/1rl'1entof'!McTrA"'~rV
I~!.rl"lal fhwenL18 :Ser.i~~ (99)
Nilm"tlf~roprr-9tcr
t.~ (:"'~'~.
",I Profit or Loss from Business ,.
(Sole Propri.to<shlp)
.. Parlncl1Iihrps, Joint nntures, ilk, must file Form 1065 or Form 1065..9.
.. Atto<h to Fo"" 1040 a.faml 1041. .. Soelnslruclians torS",,"""I. C (Fa"" 1040). D9
SocIIl s.t:1dff:!f N.....' (SSN)
William A Garbrid
A 'PrinllijHll 5ItJ'6;1'I~': Dr Prc~uig", li'ICludirtg F'l'Cdud Clf" Servk" (s;..., inl>truello"'s)
WHOLESALE, POST CAROS
C I!IU!ljne!l~ N..IM. If NtJ SI!!j:l3l'l1te Bt.lsineli5i Nolmll, LeM. BbMk.
OMEl,~. 1545.(\1)74
2000
163-38 8925
B EIIt... CD*. fmm IIlfln'clloJla
.. 422100
D tltllll.rltl HlIIftNr(ElH), 1f.bY
I
WILLIAM GAR8RICK
E ~ul!.lne~~mlO:Iii(rncJudlhq5LJi~orn:ll:lmrtlJ,.,..905 WAKEFIELD AVE
Ci~ TOWOOf"P05tOHlCO! Sta~ & ZIP Cod. - - - - - - - - -- - - - -.... - - -- - -.... - - - - - - - - - - - - - - - - - - -.... - - -- --.
, " MECHANICSBURG. PA 17055
AccmJntlng method: (1) D Cash (2) iKlAotn.lllll (3) OOther (specify) ~
Did yO\1 'materitllly pw1icipa~e' in 'the operattOI1 ot this ouslneSG df,.lring 2000? Jt 'No,' see jnst;uc&~ "1; iimit onl;~ ~. -: tKr y'; No
If u started or acquired thjg; business cirln 2000 dlaek here .....""..,... _ . . . . . , . . " , .. .. ...
IncMYlG
1 Gross receipts Of sale.9'.. Caution: If this It'lcome WQ$ I'EIported to you on Form W.2 and: the
'Stailltory employee' bo:x on tntlt form was checked, Gee tt\l:~ Instructions and check here
2 Returns and allOYll'2\nclit$ ...,.".,.. .......... ,.....,....... -, "." ........
S Subtract line 2 from liMe 1 . . , , , . .. .. . . . . . " . , , " . .. . . ..
4 Cost of goo~ sold (from line 42 on paga 2) .."".",.. ......,.....,
.".....0
5 GrO~9l=1fDfit. Subue.ct line 4 from li",e.3 " ,.,., . .. ...". ,.....
6 Other inoome. including federal .ana ~te gMoline Of fuel Uax credit or refund.
7 Grusslncomlt.Add lin$:;:S and 6,........ .-.....,..."',', ...... ....""". ..- -..,... ,.,. ...
Ex "ses. Enter ex enses for businElS$ use of our harm. ani on line 30.
8 AdvGrti~jng 8 19 Peil5ion and prottt-sharing plMs
9 Bad debts tr'ortJ sale5 or 20 Rent or lease ($ee instructions):
SMvices (sell; instructl()~) 9 a Vehl.ole$, machinery, and equipment. .
10 Car ald truck expOlI$$$($. in:5ln) ... 10 3 010. bOther business property,......... -."..
11 CommlsliionSl and r(jl&S ., 11 412. 21 Repairs ~ m31intenane$.,....,..
12 Depletion. 12 22. SUPPlhlls (not included In Part III> .-
1a' Oepreci~tiorl and Section 2S T;axe$ <<1d lIcenses.,.,...... ...
179 expenSQ dedUction .... T I I d t rt I en!
(not included in Part W) 1.#* raw . tn~a 5, an 8n e a nm :
(see instructions) ... _.' 13 O. a TriilVel "... _.,........ ..'
14 Employee benQt~ Pf'Qgrams b Meals ~nd
(o1her than on iii'll!:' 1~) , . . . , , , 14 entertainment ...,.....
1 00 c: Enter noncledut::tlbl~
15 truourance (othar than health) 15 - amolJf\t included on \lne
Hi Interest: .24b ($ee inslructionS) ..
. Mortg3~1l (paid to b8rlk.!j eft) _ 16il1 dSl.Jbtract line 24c from line 24b
bOther. 16b Z!i Utilities -................,..,,'..
17 Legal & proflissl(l~1 ser'Vices 17 175. 26 Wages Qcss em~loyment credits) . .
18 ot!ic;G!l:'1xpeme. 18 1165_ XJ Other an$8$(ftomline48onpDOeZ).
28 Totilll expenses before expenaes tor buslnezs use 01 home. Add Iirw'~ 8 through 27 ~n column::; ~
2S 1'entative profit (l(l~). $l"lblract line 28 from line 7 -. ...,.",.,
30 Expenses lo~ business use 01 your home. Atbach Fonn 8829 ....
31 Nftt profi1 Qr (loss). Subtract Jin~ 30 from line 29,
. jf a profit, el1h'!!r on form 1040. line: 1~ and also on Schedule SE, lin. 2 (stautory
employees) see instructions). Estate5 and tnlsts1 enter on F'orm 1041, line 3.
. If i3 loss, you must go tD line 32.
32 11 YOj) have a i035, check the box th~t de$Cf'Jbez. YoUr investment ~1 thiS activity (!See ir\s.truG:IiQr'\Z).
}
}
. If you checked 323, enter the loss on Form 1040. line 12. and also on Sch8dt..de SE line 2
(statutory e!11pJoy'~.s, .s~a Instructions). Estates a(lCl trusts. enter on Form 1041. tlne i
. if you checked 32b, 'IfOu mOst .,ttach form 6Hllt
I!:AA For paperwork RCldudJon Ad NQtic:~ see Form 1040 ln91:ructi0f15,
~DlZOn2. l\r21/lJii
1 32 045.
2 6.
3 32 039.
4 15 488.
5 16SSl.
6
1 16 551.
19
20.
20b
zr
22
23
24.
24<1
25
26
Zl 759.
2B 5,621.
29 10 930.
:lII 913.
31 10,017 .
O All inv&$lment is
32 a at risk:.
n S:lme investment
82:b \s not at r\s.K.
Schedule C (Form 1040) 2000
JUL 12 '01 08:41 FR RITERID A.P.STORE PLN717 731 3814 TO 92328035
P.03
~:~" ~.~
Schedule C (Form 1040)2000 W1l1iam . .~. Garbrick 163-38-8925 P..2
Cost 0 00 Solei $O. ins"",ctians
33 Method(s) used 10 vaRle closing inventory: a X Cost Lower of cost or m~r1<Qt t; Other (attach explanatlon)
a4 l1~e~~~e~~h ;~~~~~~t~~~j~~~,~ ,:~~~:i:l~: .~~.' .~r, 7~~~~~~~, ~~~~~. ~~:.nh~~. ~~. ~l.~~i~. i~.IJ,~~t:'?':, . . , , . , , _
35 Invsn10ry at besjnnihg of yeqr, It diffQFQljt from last yoar's t::lo~ In.....ntory,
attachexplanatloll ....... .. ._........... .. ..............,. . .,
35
19 913.
"3Ei Purchases less cost of items withdrawn rOf i='ersonai U$e. . , , . ,
........ 36
11 500.
"!11 Cost of labor. 00 net indude any am aunts paid to yourself _
~
38 rvtaterials ;;lnd supplies
38
39 OthGlr costs
39
40 Add lines 35 through 3!:iJ , .. , .." , .. ,... " ,., ,.,.
40
31 413.
41 Invantory I;)t and of ytr:ilIr .
.. 41
15.925.
oodo; ..Id. Subtraollin. 41 from lin. 40. EnlA>r tho r_1t h.r. and on .. 1 line 4.. .... .......... 42 15.488.
Information on Your V.hiele. Complete this part only If you are claiming car or "truck expense~ on Ilns 10 and al'1l! not
required to file form 4562 for '\his bU3in~. See 1he insUuction15 for line 13 to find out if you must file.
43 Whan did you place YOU{ vehicle in service for business ptJ"poses? (month, day. year) \II- J>~-L1Jl.~t _ _ __
44 Of the total number of miles you drove Yo\Jr vvhloJ$ during 2000, €Inter thlil n.umber of miles you used your vehicle for~
a8usiness _______~1..2~6..9 vCommuttng ___________ cOther _________2.92
45 00 you {or' your $pOU3$) h:elvl/I ~nother vehicle available for personal use? . . . .
IKJVeoo ONo
.. lRly.. ONo
........lKJy.. ONO
46 Was your vehicle avaIlable tor use during oft.duty h~? ..,. > .
47a Do you have evidence to support your dedUOtion?
b If 'Ye:;;,' is lhe ilI"ld$no$ writtd:n?
Other Ex nses. LIst bt;;low business expenses not included on lines a ~ .26 or line 30.
JQ~~_!Yb~~Ili~_____________________________________________
~~~~T~~5~~L11~L_________________________________________
!Q~T~g~___________________________________________________
11.
o.
308.
J]~~E~~__________________________________________________
18.
~g~~~~~-----------------------------------------------
303.
JE~~~~)~~________________________________________________.
119.
----------------------------------~~~~-~-------~--------
-- --- --- - - - -- --- --- -- - -- - -- ~- - - - - - ~ - - ~-~ ~ - - - - ~ - -- ._._~ - - - ~ - -.-. ~_._-,._..~._._.-
48 Total othor ItXPonS9S. Enter her& and on paglf1 1, Un. 27 , " , . , , .
.148
759.
S chedllle C (Form 1040) 2000
f"DIZD112 tJ~iCO
** TOTAL PAGE.03 **
Calculation of Value for Scene-Ics
for the Estate of William A. Garbrick
Gross Sales
1998
$33,819
1999
2000
Gross Profit
$21,527
$9,636
$38,022
$18,054
$32,045
Net Profit
$9,704
$16,551
$10,017
Gross Profit declined from 1998 through 2000 from approximately $63% to approximately 50%.
Net profit remains rather constant around 30%.
The executrix, M. Kathleen Garbrick, Decedant's wife, did not have the wherewithal to continue
the business and a ready willing and able buyer stepped forward shortly after the Decedant's
death with an offer to purchase the business. In addition to the "hard" assets which were valued
and sold at the fair market value, the parties agreed on a value of $22,000 for the valuation of the
proprietorship interest in the business known as Scene-Ics. This amount is approximately 2
times the annual net profit and approximately 1 Y, times the annual gross profit for the business,
which is a reasonable multiplier for this business which involves the creation, production and
sale of postcard photographs, photographic post cards and related items.
ASSET PURCHASE AGREEMENT
This Asset Purchase Agreemeut (this "Agreement", or the "Purchase Agreement") is
executed on this 9"' day of April, 200 I, by and between M KA THLEEN GARBRlCK, an adult
individual residing in Mechanicsburg, Pennsylvania, as the sole owner of a business known as
"SCENE-ICS" (the "Business") as a seller (the "Seller"), and DONALD B. UTTER, an adult
individual residing in York Haven, Pennsylvania, as a purchaser (the "Buyer"), and whereby the
Seller shall sell and transfer to the Buyer, and the Buyer shall purchase and receive from the
Seller, certain assets ofthe Business.
Recitals
A. The Business involves the creation, production and sale of postcard photographs,
photographic postcards and related items.
B. The Business has been operated continuously since 199 I from premises located at 905
Wakefield Ave., Mechanicsburg, PA 17055 (the "Location"), by William Garbrick,
deceased husband of Seller, who died on February 15, 200 I, under the name, "SCENE-
ICS" (the "Business Name"). Seller is the sole heir under the Will of William Garbrick
and thus has full legal authority to enter into this transaction.
C. The Business owns certain inventory, accounts receivable and other assets and interests,
including goodwill and customer lists, which it desires to in part retain and in part sell and
transfer to the Buyer; and the Buyer desires to purchase and receive such Business Assets
(described and defined below), all upon the terms and conditions set forth in this
Agreement.
D. In consideration of the mutual promises and covenants provided in this Agreement, the
parties hereto agree to the following Provisions.
Provisions
I. Recitals. The Recitals set forth above are incorporated in this Agreement for all purposes.
2. Purchase and Sale. The Seller agrees to sell, transfer, convey, assign, and deliver to the
Buyer, and the Buyer agrees to purchase, by Bill of Sale, the form of which is attached
hereto, all of the following tangible assets at the Location and intangible assets related to
the Business, exclusive of the Excluded Assets (defined below), as set forth below (the
"Business Assets"):
a. All inventory and supplies of whatever nature at the Location, except as otherwise
provided herein (the "Inventory").
Page I of 6
J/3lA
It! /( ~
b. All business files and records, including computer data, located at the Location
(the "Business Records").
c. The transfer of the exclusive right to the use of the registered fictitious name for
the Business Name, through an Assignment of Trade Name the form of which is
attached hereto. Seller shall file a Withdrawal for the use of the Business Name
and Buyer shall file a Registration for the use of the Business Name, with the
Pennsylvania Department of State, the forms of which are attached hereto. The
responsibility for such filing, any advertising requirements in connection therewith
and the costs for such filing shall be borne by Buyer.
d. The existing customer, distributor, vendor and supplier lists ofthe Business, the
right to sell products of the Business and the goodwill of the Business as a going
concern (the "Intangible Assets").
e. The data contained on any computer constituting the Business Records, including
(but not limited to) any software required to access the Business Records.
f. The telephone numbers currently utilized by the Business, including voice and fax,
as more fully set forth hereinafter.
g. A 1991 Ford AerostarVan (the "Van").
h. The inventory racks at the Location (the "Racks").
3. Excluded Assets. Notwithstanding the foregoing, the following assets of the Seller (the
"Excluded Assets") will be retained by the Seller and will not be included in the Business
Assets to be transferred from the Seller to the Buyer:
a. All computer equipment and hardware at the Location.
b. Any cash on hand or in bank accounts owned by the Business as of the Date of
Closing (hereinafter defined).
c. Accounts receivable in existence and posted as of the Date of Closing. To
determine the amount of accounts receivable, being such an Excluded Asset, the
patties agree that, after the close of business on Monday, April 9, 2001, all
invoices for work completed as of that date shall be posted and an aged receivable
repOlt will be generated for review and acceptance by both parties prior to
Closing.
d. All other Furniture, fixtures, equipment, and all other tangible personal property of
the Business used or useful in the operation of its Business and located at the
Location (collectively, the "Fixed Assets").
Page 2 of 6
~:fl.~
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e, Security deposits with any company for the Business,
4, Liabilities, The Buyer shall not assume, except as otherwise specifically set forth below,
and the Seller shall remain solely responsible for, any liabilities, debts, or obligations of the
Seller existing before, on or after the Closing Date, whether matured, unmatured, accrued,
contingent, or otherwise, to third parties, including:
a, Tort or product liabilities of the Seller to third parties;
b, Obligations to any governmental agency or insurance company for
adjustments or refunds or any tax liabilities, and any penalties or interest
thereon of Seller; and
c, Any credit card obligations related to the Business, stated as of the Closing
Date,
Notwithstanding the foregoing, Buyer shall assume all contracts of Seller through an
Assignment of Contracts, in the form attached hereto.
5, Purchase Price, The purchase price for the Business Assets (and not the Excluded Assets)
shall be in the amount of $35,000,00, which shall consist of the following:
a, $1,000,00 in cash on the Closing Date,
b, Execution by Buyer, Buyer and the spouse of Buyer (namely Colleen Weaver), of
a Judgment Note, shall be executed and delivered at Closing (the "Judgment
Note"), in the amount of Thirty Four Thousand Dollars ($34,000,00), payable over
3 years at no interest, with payments to be made quarterly, in the form attached
hereto, to be secured by a UCC Financing Statement, in the form attached hereto,
6, Allocation of Purchase Price, The Purchase Price for the Business Assets shall be
allocated as follows:
a, Inventory - $10,000,00,
b, Intangible Assets, Business Name, Business Records - $22,000,00
c. Van - $1,680,00,
d, Racks - $320,00,
7. Buver's Assumption of Contracts, In the event this Agreement is in fact closed and the
Business Assets are transferred by the Sellers to the Buyer, the Buyer shall be bound by
and does hereby assume the terms of any contracts of Seller. Buyer is assuming no other
liabilities or obligations ofthe Seller.
Page 3 of 6
"~:i'>,Ll,
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8. Sellers' Warranties. The Sellers warrant and represent the following:
a. The Seller is the owner of and has good and marketable title to all the Business
Assets, free from all debts and encumbrances.
b. No litigation, governmental proceeding or investigation is pending, or to the
knowledge of the Seller threatened or in prospect, against or relating to the
Business.
c. The Sellers have no knowledge of any developments or threatened developments
of a nature that would be materially adverse to the Business.
d. The Seller makes no other warranties as to the Business Assets, which are sold
"As Is, Where Is", to the Buyer. The Buyer has relied upon its own investigations
and evaluations in agreeing to purchase the Business Assets, and acknowledges
that the Seller has made available records regarding the Business and the Business
Assets to the extent desired by the Buyer.
9. Sellers' obligations Pending Closing. The Seller covenants and agrees with the Buyer as
follows:
a. The Seller shall conduct the Business to the date of Closing in a regular and
normal manner, shall use its best efforts to keep available to the Buyer the services
of its present employees, and shall act to preserve the goodwill of the Sellers'
suppliers, customers and others having business relations with the Business.
b. The Sellers shall comply with any statutes or rules related to the sale of Business
Assets, including, to the extent applicable, bulk sale notices.
c. The Sellers shall execute such bills of sale and instruments of assignment, as shall
be necessary to vest in the Buyer good and marketable title to the Business Assets
and Goodwill of the Seller.
10. Risk of Loss. The Seller assumes all risk of destruction, loss or damage due to fire or
other casualty to the Closing Date. If any destruction, loss or damage occurs which
affects the Business, the Purchase Price shall be adjusted at Closing to reflect it.
11. Conditions Precedent to Closing. The Seller's and Buyer's obligations at Closing are
subject to the fulfillment prior to or at closing of the following conditions:
a. All ofthe Sellers' representations and warranties contained in this agreement shall
be true as of the Closing Date;
b. The Sellers shall have complied with and performed all agreements and conditions
required by this agreement to be performed or complied with prior to or at the
closing
Page 4 of 6
~:R.U~
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12. Closing. The Closing shall take place at the office of Seller's counsel, namely, Bernstein
& Warshawsky, on April 10, 2001, at 9:00 p.m. (the "Closing Date"). On the Closing
Date, the bills of sale and other instruments of transfer shall be delivered by the Sellers to
the Buyer and the money required of the Buyer shall be delivered to the Seller. Upon
completion of the said payments and transfer, the sale shall be effective and the Buyer shall
take possession of the Business and the Busin.ess Assets.
] 3. Teleohone Numbers. On the Closing Date, the Seller shall cooperate in transferring the
Seller's Business telephone numbers (general and fax), in the event such cooperation is
required by the appropriate telephone companies.
14. Jurisdiction. It is hereby agreed by and between the parties hereto that, regardless of the
location of the execution of this Agreement, the terms thereof relate to and control
activities primarily within the Commonwealth of Pennsylvania and shall be interpreted in
accordance with the laws of Pennsylvania. All controversies arising under or in
connection with, or relating to any alleged breach of this agreement shall be subject to the
jurisdiction of the courts sitting in Cumberland, Pennsylvania.
15. Fees. The parties represent that they have not incurred a liability for any finders or
brokers fees or commissions in connection with the transactions contemplated hereby and
will hold each other harmless from any such claims.
16. Legal Representation. The parties each have had the opportunity to be represented by
counsel in connection with this transaction. Seller is represented by Bruce J. Warshawsky,
Esq. And Buyer waives his right to legal representation.
17. Notices. All notices, requests, demands and other communications under this Agreement
shall be in writing and delivered personally or sent by certified or registered mail, return
receipt requested, and shall be deemed given when delivered to the parties, if delivered to
the parties, if delivered personally, or two (2) days after deposited with the United States
Post Office, if mailed, at the following address (or such other address as a party may have
specifIed by notice given to the other parties pursuant to this provision):
If to the Seller, at:
M. Kathleen Garbrick
905 Wakefield Avenue
Mechanicsburg, Pa 17055
If to the Buyer, at:
Donald B. Utter
2630 Old Trail Rd.
York Haven, P A 17370
With a copy to:
Bruce J. Warshawsky, Esq.
Bernstein & Warshawsky
1820 Linglestown Road
Harrisburg, PA 17110
Page 5 of 6
~;j), (),.
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Execution
IN WITNESS WHEREOF and with the intent to be legally bound, the parties hereto
have executed this Agreement the day and year first above written.
BUYER:
SELLER:
~~q.f h.~
]{J t(t1:6)j~.~ /
Page 6 of 6
Harrisburg, PA
April 10, 2001
$34,000.00
JUDGMENT NOTE
FOR VALUE RECEIVED, Donald B. Utter and Colleen K Weaver, husband and wife,
both adult individuals residing at 2630 Old Trail Rd. York Haven, Pennsylvania 17370
(collectively, the "Makers", jointly and severally, promise to pay to the order of M Kathleen
Garbricll an adult individual residing at 905 Wakefield Ave., Mechanicsburg, PA 17055 (the
"Payee"), the principal sum ofTHlRTY FOUR THOUSAND DOLLARS ($34,000.00) (the
"Indebtedness") together with interest at an annual rate of zero (0%), payable quarterly as follows:
The first payment in the amount of $2833 .33 is to be made on July 31, 200 I. Subsequent
payments in the amount of$2833.33 shall be made on October 31, January 31 and April 30, with
the last installment paid on April 30, 2004.
This Judgment Note (this "Note") is executed and delivered in conjunction with the
pursuant to an "Asset Purchase Agreement", by and between the M. Kathleen Garbrick, as seller,
and Donald B. Utter, as buyer (the "Agreement"). In the event ofa default under this Note, or
under that Agreement, the Makers shall be deemed to be in default hereunder. In such event of
default, the unpaid amount of the Indebtedness, shall immediately become due and payable at the
option of the Payee regardless of any prior forbearance.
The Makers and any endorser hereto severally waive presentation for payment, protest, and
notice of protest for nonpayment of this Note.
UPON EXECUTION HEREOF OR IN THE EVENT OF DEFAULT (AS DEFINED
HEREIN), MAKERS DO HEREBY AUTHORIZE AND EMPOWER ANY ATTORNEY
OF ANY COURT OF RECORD OF PENNSYLVANIA TO APPEAR FOR AND TO
CONFESS JUDGMENT AGAINST THE MAKERS OR ANY OF THEM, AND IN
FAVOR OF M. KATHLEEN GARB RICK, FOR THE UNPAID AMOUNT OF THE
INDEBTEDNESS, TOGETHER WITH COSTS OF SUIT, AND EXPENSES AND WITH
TEN (IO'V..) PERCENT ADDED FOR ATTORNEY'S FEE. MAKERS DO HEREBY
WAIVE AND RELEASE ALL ERRORS, DEFECTS AND IMPERFECTIONS
WHATEVER IN THE ENTERING OF JUDGMENT, AND AGREE THAT NO MOTION
OR RULE TO OPEN OR STRIKE OFF JUDGMENT, OR MOTION TO STAY OR SET
ASiDE EXECUTION IN THE EVENT OF A DEFAULT, SHALL BE MADE, AND NO
WRIT OF ERROR OR APPEAL SHALL BE TAKEN.
This Note is executed this) 0.' day of April, 200 I, by Makers for the purposes herein stated.
MAKERS:
<-~\ -p.p 7>. ~ i1v
Dona~d B. Utter ~, '\
rw Q--" 0 LJo~
Colleen K. Weaver
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
: ss
COUNTY OF DAUPHIN
Simultaneously with the execution of this affidavit this lOCh of April, 2001, being duly
authorized, we are signing and giving ajudgment note as individuals, in the amount of THIRTY
FOllR THOUSAND DOLLARS ($34,000.00) obligating the real and personal estate of Donald
B. Uttcr and Collccn K. Weaver, husband and wife, individually and jointly, as collateral for that
amount.
The Judgmcnt Note is given in cOlmection with the purchase by Donald B. Utter. of the
assets of the business known as "SCENE-ICS"and is for a business purpose. (Initia/~-:y,.U
~,)
We understand that this Notice contains wording that will permit the entry of said judgment
against Donald B. Utter and Colleen K. Weaver, as individuals, jointly or severally, at the Court
House whether or not said Note is in default, without notice to us and without giving us an
opportunity to defend against the entry of judgment; and that the judgment may be enforced by any
legal means and waive the right to counsel in connection with the execution of this Note.
(Initial.;jJJJ? /J ~
In executing this Note we are knowingly, understandingly and voluntarily waiving Donald
B. Utter's and Colleen K. Weaver's rights to resist entry of judgment against an~}\Ofthem at
the Court House and its rights to resist the confession of said judgment. (Initials)' !!MIA)
We certifY that the annual income of Donald B. Utter and Colleen K. Weaver exceeds Ten
Thousand ($10,000) Dollars, that we are not in the military service and that we have received a
fully executed copy of the Judgment Note. (Initials)~ Cf'(w
~ \A-,~ 1
NOTARY PUBLIC
The Address of the Debtor is 2630 Old Trail Rd., York haven, PA 17370, and the address
of the Creditor is 905 Wakefield Ave., Mechanicsburg, PA 17055.
I befo e me this J Ot1c day of April, 200 I.
e.
(SEAL)
NOTARIAL SEAL
DIANE K. McKAY. Notary Public
Swatara Twp.. Dauphin County
M Commission Expires Ma 3. 2003
BILL OF SALE
This BILL OF SALE is executed and delivered this 10th day of April, 2001, by M.
Kathleen Garbrick, as seller, to and in favor of Donald B. UUer, as buyer, pursuant to that
certain Asset Purchase Agreement, dated April 9, 2001 (the "Acquisition Agreement"), which
provides for the sale and transfer by Seller to Buyer of certain of the assets and properties of the
business known as "SCENE-ICS".
NOW, THEREFORE, KNOW ALL BY THESE PRESENTS, that Seller for and in
consideration of the mutual promises contained in the Acquisition Agreement, the payments made
thereunder, and other good and valuable consideration, the receipt of which is hereby
acknowledged, and intending to be legally bound hereunder, has bargained and sold, and does
hereby grant, bargain, sell, assign, transfer, set over and deliver unto Buyer, its successors and
assigns, the "Business Assets" of Seller as described and defined in the Acquisition Agreement,
located at Seller's premises situate at 905 Wakefield Ave., Mechanicsburg, PA 17055, including
copies of all books and records relating thereto, as further set forth in documentation delivered at
the closing on the Acquisition Agreement on this date, except as set forth below (collectively, the
"Business Assets").
SAVING AND EXCEPTING THEREFROM the "Excluded Assets" as described and
defined in the Acquisition Agreement.
TO HAVE AND TO HOLD the Business Assets unto Buyer, its successors and assigns,
to and for its and their own proper use and benefit forever.
AND THE SELLER, for itself, its successors and assigns, does covenant and agree to and
with Buyer to warrant and defend the sale and transfer of the Business Assets unto Buyer, its
successors and assigns, against all and every person and persons whomsoever.
Nothing herein contained shall be deemed to release Seller or Buyer in any way from any
of its obligations under or pursuant to the representations, warranties, covenants and agreements
set forth in the Acquisition Agreement.
Seller agrees that, at any time, and from time to time after the date hereof, it will upon
request of Buyer, duly execute, acknowledge and deliver, or will cause to be done, executed,
acknowledged and delivered, all such further acts, deeds, assignments, transfers, conveyances,
powers of attorney or assurances as may be required for the better assigning, transferring,
conveying and confirming to Buyer any of the Business Assets acquired hereunder.
SELLER DISCLAIMS ANY WARRANTY OR MERCHANTABILITY WITH
RESPECT TO THE BUSINESS ASSETS. SELLER DISCLAIMS ANY WARRANTY OF
FITNESS FOR ANY PARTICULAR PURPOSE, WHATSOEVER, WITH RESPECT TO THE
BUSINESS ASSETS.
~K&
~1J.u.,
SELLER IS SELLING THE BUSINESS ASSETS ON AN "AS IS" AND "WHERE IS"
BASIS AND DISCLAIMS ANY IMPLIED WARRANTIES WITH RESPECT TO SUCH
GOODS.
This instrument shall be binding upon Seller and its successors and assigns, and shall inure
to the benefit of Buyer and its successors and assigns.
IN WITNESS WHEREOF, Seller and Buyer have caused this instrument to be duly
executed on the day and year first above written.
~
SELLER:
In I{;HJJi1u.-~~
M. Kathleen Garbrick
MTNES
,/
BUYER:
COMMONWEALTH OF PENNSYLVANIA
: ss
COUNTY OF DAUPHIN
On this lo~ day of April, 2001, before me, the undersigned officer, personally
appeared M. Kathleen Garbrick and Donald B. Utter known to me (or satisfactorily proven) to be
the persons whose names are subscribed to the within instrument, and acknowledged that they
executed the same for the purposes contained.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official
seal the day and year in this certificate first above written.
~lL
Notary Public
Page 2 of 2
NOTARIAL SEAL .
DIANE K. McKAY, Not~ry PubliC
Swatara Twp., Dauphin County
My Commissio~ Expires Ma 3, 2003
Assignment of Trade Name
TillS ASSIGNMENT AGREEMENT (this "Assignment"), is made and entered into the 10Tll
day of April, 2001 by and betweenM Kathleen Garbrick (the "Assignor") and Donald B. Utter (the
"Assignee").
Pursuantto the terms of that certain Asset Purchase Agreement, dated as of April 9, 2001 (the
"Acquisition Agreement"), by and between Assignor and Assignee, Assignor desires to assign all
right, title and interest of Assignor in and to the trade name "SCENE-ICS", to Assignee and Assignee
is willing to accept such assignment.
Accordingly, Assignor and Assignee hereby agree as follows:
1. Effective as of the Closing Date (as defined in the Acquisition Agreement), Assignor
hereby assigns, conveys and transfers to Assignee all right, title and interest of
Assignor in and to the trade name "SCENE-ICS".
2. Effective as of the Closing Date, Assignee hereby accepts the assignment of all right,
title and interest of Assignor in and to the trade name "SCENE-ICS".
3. The parties agree to cooperate in filing with the Pennsylvania Department of State any
documents necessary to consummate this transfer and assignment on the public
records.
IN WITNESS WHEREOF, the undersigned individuals have caused this instrument to be
executed.
ASSIGNOR:
WITNESS:
1ll ~fJjll1h-.- JkJ~
M. Katlileen Garbrick
ASSIGNEE:
WITNESS
~ I'>.~
Donald B. Utter
Assignment of Contracts
THIS ASSIGNMENT AGREEMENT (this "Assignment"), is made and entered into the 10th
day of April, 2001 by and betweenM: Kathleen Garbrick (the "Assignor"), an individual and DQnaltl
B. Utter (the "Assignee"), an individual.
Pursuant to the terms ofthat certain Asset Purchase Agreement, dated as of April 9 ,2001 (the
"Acquisition Agreement"), by and between Assignor and Assignee, Assignor desires to assign all
right, title and interest of Assignor in and to any outstanding contracts heretofore involved in the
business operations of the SCENE-ICS, to Assignee and Assignee is willing to accept such
assignment.
Accordingly, Assignor and Assignee hereby agree as follows:
1. Effective as of the Closing Date (as defined in the Acquisition Agreement), Assignor
hereby assigns, conveys and transfers to Assignee all right, title and interest of
Assignor in and to any outstanding contracts heretofore involved in the business
operations of SCENE-ICS.
2. Effective as of the Closing Date, Assignee hereby accepts the assignment of all right,
title and interest of Assignor in and to any outstanding contracts heretofore involved
in the business operations ofSCENE-ICS.
IN WITNESS WHEREOF, the undersigned individuals have caused this instrument to be executed.
P1!1f~
ASSIGNOR:
/yt1!Wr~~
M. Kathleen Garbrick
ASSIGNEE:
~~ f}rI 7>, ~
nald B. Utter
COMMONWEALTH OF PENNSYLVANIA
: ss
COUNTY OF DAUPHIN
On this \i;)~ day of April, 2001, before m~;"'~~ ". the undersigned
officer, personally appeared M. KatWeen Garbrick and Donald B. Utter kn wn to me (or
satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and
acknowledged that they executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my han
NOTARIAL SEAL ,,-
DIANE K. McKAY, Notary Public b '
Swatara Twp., Dauphin Coun~ N P bJ'
M Commission Ex ires Ma 3. 2003 otary u IC
Scene-Ics
Accounts Receivable as of 4/09/2001
Invoice Date Customer Amount
5292 8/10/00 Fifth Avenue Card Shop $ 75.00
5305 8/15/00 Eckard Drua #6069 $ 37.50
5358 9/20/00 Fifth Avenue Card Shop $ 50.00
5378 10/2/00 Pine Grove All American Travel Center $ 50.00
--~ ~-------- -'-------
5409 1/9/01 Flvina J $ 200.00
5413 2/6/01 Walden books $ 56.25
5418 3/15/01 Hershey LodQe $ 393.75
5419 3/16/01 Carlisle Truck Plaza $ 50.00
5420 3/16/01 Flyina J $ 137.50
5423 3/26/01 Harrisburg Marriott $ 143.25
Total $ 1,193.25
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Kelley Blue Book Used Car Values
Page 1 of 2
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. '~.r:- - -~~,"' ~ "$-_,^~::;'~*?~ * KitJ::;'S*"~", *F*_*/,"'iB."'"" i;@"::: ~0*%~{>>z~";,~*i;'*"'***;; =z:;,
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1991 Ford Aerostar Extended Cargo Minivan
Engine: V6 4.0 Liter
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Mileage: 140,000
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Consumer Rated Condition:
Good
"Good" condition means that the vehicle is free of any major defects.
The paint, body and interior have only minor (if any) blemishes, and
there are no major mechanical problems. In states where rust is a
problem, this should be very minimal, and a deduction should be made
to correct it. The tires match and have substantial tread wear left. A
clean title history is assumed. A "good" vehicle will need some
reconditioning to be sold at retail; however major reconditioning should
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Trade-In Value
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Trade-in value represents what you might expect to receive from a
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*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COHMONWEAl'THOF PENNS't\..\IAoNlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF b' k W'll' A
Gar nc, 1 lam
I FILE NUMBER
21-01-0295
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
I First Union Securities, Inc. Brokerage Ace. H 514 3436-6998 15,495.00
2 Member's 1st Regular Savings Accl. 137135-00 25.00
3 Member's 1st Checking Accl. 137135-11 7,601.00
4 Member's 1st Investment Savings Accl. 137135-05 14,805.00
5 1992 Ford Bronco 3,485.00
6 Miscellaneous - personal items 2,500.00
TOTAL (Also enter on Line 5, Recapitulation)
43,911.00
Reference ID: 148398
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke VA 24022-7313
March 23, 2001
BERSTEIN & W ARSHA WSKY LAW OFFICES
1820 LINGLESTOWN ROAD
HARRISBURG, PA 17110
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
WILLIAM A GARBRICK (SSN# 163-38-8925)
Date of Death: February 15, 2001
Other Accouut Information
Account
Type
Account
Number
Date of Death
Balance
Date
Opened
Date
Closed
Title(s)
BROKERAGE
34366998
'''','''1(''.! 3/22/1996
WILLIAM A. GARB RICK
CONTACT REP H5 I 4 DOUGLAS CHARNEY AT 1-888-529-2973 FOR lNFORMA TION.
. Date of death balance does not include accrued interest.
. Ifdate of death occurrs on a weekend or a holiday. date of death balance does not include any transactions that were
made during that time period.
(. /~
ature of Depository Representative
March 23, 2001
Date
Julia Sorrells
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
abs; at
p.2
Jul 05 01 04,16P
WILLIAM A GARBRICK
905 WAKERELD AVE
MEC\1ANICSBURG I'/< 17055-5753
QT i" I g~> -.J~-.l"'2-< a::~
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Membersl.'
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 WUlSE DRIVE
P. O. BOX 40
MECHANICSBURG. PA 17055
1-800-283-2328 or(717) 697-1161
Sole Proprietorship: William A. Garbrick
DBA: Scene-Ics
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
Name of Authorized User
137135 -00
12115/1993
$25.00
$.00
$25.00
None
M. Kathleen Garbrick
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
Name of Authorized User
137135 -11
12115/1993
$7,594.83
$6.17
$7,601.00
None
M. Kathleen Garbrick
INVESTMENT SAVINGS ACCOUNT:
Account NumbedSuffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
Name of Authorized User
137135 -05
12115/1993
$14,782.33
$22.28
$14,804.61
None
M. Kathleen Gm'brick
~~.\..BE. RS ISTr~REDIT. UNION
I .,~-/ 7-
If I 7-.~"-'~r'-_" __ /' ' /
,\,\ t.;;.,-.... I m,_, r-"-"--
De~is~ A. Andefs_~:=:'
Insurance ProductS Supervisor
March 20, 2001
Estate of: WILLIAM A. GARBRlCK
Date of Death: 02/15/2001
Social Security Number: 163-38-8925
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Equipment
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Consumer Rated Condition:
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'*
SCHEDU.EH
FlN:RAI... EXPENSES &
ADMNIS1RATlVECOSlS
COI&tONWEAL TH OF PeNNSYlVANIA
lNHERrTANCE TAX RETURN
RESIDENT DeCEDENT
I FILE NUMBER
21-01-0295
ESTATE OF Garbrick, William A
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. ~ERAL EXPENSES:
1 etzler Funeral Service, Inc. 8,945.00
2 Mayes Memorials, Inc. 3,300.00
!
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Secur.y Number(s) I EIN Number of Personal Representative(s):
Street Address
City State - Zip
Year(s) Commission paid
2. Attorney's Fees Bernstein & Warshawsky.- Bruce J. Warshawsky 2,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant M. Kathleen Garbrick
Street Address 905 Wakefield Avenue
City Mechanicsburg Slate Pa Zip 17055
Relationship of Claimant to Decedent Spouse
4. Probate fees Register of Wills 494.00
5. Accountant's Fees
5. Tax Return Preparer's Fees
7. Other Administrative Costs
1
2
3
Legal Advertisement
Postage
York County Prothonotary Filing Fees
159.11
10.00
177.00
I
I
---~-_._---~.
TOTAL (Also enter on line 9, Recapitulation)
--+~--~_.
,
15,085.11
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PURCHASE AGREEMENT
@
AUTHORIZED ROCK OF AGES DEALER
SERVING CENTRAl PA SINCE 1680
Date ./: b . cl'fJ '~((; I . No.
MAYES MEMORIALS, INC. Name ;<1.( 'Il; "r,; " h'ltl.
P.O. Box 295 hereina-" "Customer". '
910 Pike Street Street qo,) I.Lhl..."L'/d A~/e..
Lemont, PA 16851 City 1"'iJ./",,olA.,u( State /~.
(814) 237.2352. Fax: (814) 235.1235 Phone ('//'7) (7 '/f..(". ::;/'11
Customer agrees to purchase the following, as specified herein, for the sum of-1;; 'I' (i/l, i',/' 11/1 'i/".., );,.,' ,>~.;II;"~
($ .t 11M .()()) Dollars. Memorial to be erected IY1 / Services to be performed 0 in L!, 1,('/) ('( h.,o/ " , '!.
Cemetery, subject to the rules and regulations of said Cemetery. SALE!3 AMOUNT
MONUMENT I;tJ DBL. I, [/fg/lt MARKER 0 SINGLE MARKER 0 ",;.;;icJj(i
CORNER MARKERS 0
VASE 0
OTHER J-~u)rJ(j'h()i1 't I n51rdlc,r/;rJ, 1 "/0" JlllitJ..
Zip /'/iJ"!'S
/l':.:A? .f'd
TOTAL SALE
Material, dimensions, finish, design and lettering of the memorial are to be substantially as follows:
Die/Size...3 -.i.t. X..Q. XX .:fl. L Material f.iC..301 lei rid Finish fA /)(;loll
Base 1.~ x.J.. 7. X ...Q. i... Material \ d: . C~MJ~ Finish pf) , j' /'';
Marker _' _ X _' _ X _' _ Material Finish
Inscriptions, lettering, dates, and other data below are as they are to appear on the work ordered. Unless otherwise noted, arrangement and
size of inscriptions, lettering, dates, and other engraving will be adjusted to frt memorial size and space as needed by Mayes designer or
layout person. Any artificial color added per agreement (I.e. color etching, carving, lettering, etc.) is not guaranteed. Name placement on
the memorial Is correct as show and corresponds with grave locations unless otherwise noted.
I.. Off}(O{aL of "tv.l" -It.d pa' .:5t'fc.6. pmJ
1\','\.,/1/1.111
,
:;
}:J ri, fl<.le. /01
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I' 01 /)0 r., /'( ,'" ,/' I 1
Payment to be made as follows: $ .'., _;0" ( on signing this Agreement; $ J CJ t. . ,i.,/ by ), ,. r I',' I
; $ representing the remaining balance due hereunder within ten (10) days
after erection of the memorial. This Agreement is subject to the terms and conditions stated on the back hereof.
This agreement may be withdrawn by Mayes Memorials, Inc. if not accepted within days.
"'J
Date / .',~I) . ,) I Accepted by (Your Signature) .., ' : I, ' ! ,.;
) '1 J
Mayes Memorials, Inc. by Y,)".' 1/' ,,'." ',',.;'...,
"'.
',' iJ,
Date
.., ^ Il ,'I
i .-"/11 - u.
This Agreement is subject to the terms and conditions stated on tlie back hereof and is subject to acceptance of above owner and is not subject
to cancellation after acceptance. Please check spelling, dates, etc./fchanges are necessary, make them as needed on this agreement, sign,
and send original with your payment to Mayes Memorials, Inc. Thank You.
RECEIPT FOR PAYMENT
===================
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Receipt Date
Receipt Time
Receipt No.
3/16/20
15:38:::'
102499.
GARBRICK WILLIAM A
File Number 2001-00295
Remarks M KATHLEEN GARBRICK
CW
Transaction Description
PETITION FOR PROBA
SHORT CERTIFICATE
EXTRA PAGES
JCP FEE
INVENTORY
Distribution Of Receipt ---------------------
Payment Amount Payee Name
410.00
45.00
9.00
5.00
10.00
CUMBERLAND COUNTY GENERAL J
CUMBERLAND COUNTY GENERAL F_
CUMBERLAND COUNTY GENERAL Ft
BUREAU OF RECEIPTS & CNTR ~
CUMBERLAND COUNTY GENERAL
Checkt 4509
Total Received.........
$479.00
$479.00
RETAIN THIS PORTION FOR YOUR RECORDS
REMITTANCE ADDRESS I BILL TO
THE SENTINEL - LEGAL LAW OFFICES OF BERSTEIN & WARS l{A'
P.~. BOX 130, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSON BILLING DATE LINES
196171 10 PUBLIC NOTICES 28 03/28/01 24
AD DESCRIPTION START DATE STOP DATE
EXECUTOR'S NOTICE LETTERS TESTAMENT 03/14/01 03/28/01
PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 77.76
TOTAL AD CHARGE 77.76
3 2001 PROOF OF PUBLICATION 01PRF 6.35
DAYS RUN
3//1/ 3/;1 I 3b,f
PURCHASE ORDER PAY THIS AMOUNT 84.11 100.93*
William Garbric
WSKY
. AFTER 04/27/01
MESSAGE:
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Sherry Clifford, Classified Manager, at 243-2611, extension 204.
Fax your legals to 243-3754, attention Sherry Clifford
You can also EMAIL your legal to: classad@epix.net. Please include
a cover letter and the ad as an attachment.
fYcl L(-Cp
ct /ulf)'-
CUMBERLAND LAW JOURNAL
2 LIBERTY AVENUE
CARLISLE, P A 17013
April 6, 2001
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication oflegal notices.
TO:
Bruce J. Warshawsky, ESQUIRE
William A. Garbrick, ESTATE
RE:
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
-:-='70
pC'i ?~v( 7 -77
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Advertisement inserted on following dates:
March 23,30, April 6, 2001
Advertising Cost
$ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 0.00
-------------
Total Amount Due $ 75.00
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Payment received
by
*'
SCHEDULE J
BENEFICIARIES
I
~_____u_
"--.--. ..-.-- ---
I FILE N~l~~~~ 02:5 _==~~_~C
RELATIONSHIP TO
DECEDENT
AMOUNT OR SHARE
OF ESTATE
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Garbrick, William A
- NUMBE~I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
M. Kathleen Garbrick
905 Wakefield Avenue, Mechanicsburg PA 17055
Wife
100%
Enter dollar amounts for distributions shown above 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETi
!