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HomeMy WebLinkAbout01-1114 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Nornal- Ge~e No. c:2-J - 0 (- ,\, c..( also known as NtJr,,-.-,{,f G~+z Ie- To: Register of Wills for the Deceased. County of Cumber land in the Social Security No. 161- 34-1596 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ()r in the last will of the above decedent, dated March 15 and codicil(s) dated named ,@,6000- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Out1berl61nd County, Pennsylvania, with h ~r last family or principal residence at 124 Beech Street., SOl1th Mi c1cn pt-()n Township (list street, number and muncipality) Decendent, then 56 years of age, died NovemhPr 11 , 1& ?()()1 , at C'J=lrl i ~l p H()~pi t-i=ll, C';:!rl ; ~l P, Pn. 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: 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: $ $ $ $ 68,000 none WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) - '" 'Q) u c:: Q) ~";i' "'- Q) ... ~~ "'00 s:::..= <<I.'::: 3~ Q) '- :; 0 cu c:: 00 en fl<&JlJt~A~ J lJonald Gentile 124 Beech Street C'J=lrli~lp, PA 17()1~ (717) 249-5015 OATH OF" PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I ss COUNTY OF ~mTAm 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 nd truly ad .n~cording to law. Sworn to or affinye~and subscribed { ~ be re me this i,J day of Donald Gentlle ~ ~ )Q.' ~ ...12. ~ ~ ~ No. 21-01-1114 Esta te of NOrrTlrl ('...,pnr; 1 Pi , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~,:4",d.~. ~Q,:J1/'~(j.Ptt'i- Register of Wills FEES P b $ 115.00 ro ate, Letters, Etc. ......... Short Certificates~ ) . . . . . . . . .. $ 18.00 ~ EX'tU. :P.GS. 2. .. $ 6.00 JCP $ 5.00 TOTAL _ $ 144.00 Filed .. .l?~9~~~~. .6.,. . fP.(H . . . . . . . . . . . . . A TIORNEY (Sup. c~. 1.D. No.) ADDRESS PHONE MAILED LETTERS AND ORDERS TO EXECUTOR nn =(6 :::S"""Ii o-::r ('!) " -~I g~ (:;, d - :ni C't)n ((J 0 ."... -... h7'~, o CJ f O'l -0 W ( I;.'" .:...4 o ._, \0 105.805 REV 9/86 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. WARNING: It is illegal to duplicate this copy by photostat or photograph. p 7714473 2\.',_ ~. ~b.L~~ Local Registrar . Fee for this certificate, $2.00 NOV 1 2 2001 ~. D~ >1'05.143 Rev. 2/87 COMMONWEAL 1H OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH IT fT ( AGE (latl Bonr>oaYl UHOlER I YE.\R -- Oeya UHOlEfII 1 \)jilt' - I loIinuI.. 8IRTHI'lAa lC"'t In4 St.ole 01 FCfIloQtl CoonttYl NAME OF DeCtOENT (F... MiclclIe. l.' NORMA GENTILE ,. SEll a.Female November 11,2001 56 VIS. ~o I. . COUMlY OF OERH .-)) Cumberland ... RACE ._-..._. _.. IOC. (~I Whi te 1.. ... SUfl\/MIfG SPOUSE '--_"'--1 L. Gentile _. Cumberland 1701.0 ~"='':::oI MOTHER'S NAME lI'irtl.....-. ...... Sut_1 " Rhoda Steinour INFORMANTS MALlNO AOOfIE$S~ ~ SIIIIe. ZiPeoc.) 124 Beech St. Carlisle Pa 17013 f'L/ICE OF 1ll$POIITlCfI. _ oI~ er-1Ooy lOCRlOH.CilyiTQwrI. $W.. ZIp c-. Of 0lMr "- 2~llinger Funeral lbIe & Cremato Mt. Holly Springs, Pa 17065 NAME AHOAOORESSOl' 2ac. Ronan ~. 1n1. E OF DtSl'OSlTIOM ___SlateD (MafWI.o..,.-. o ".. Nov 13, 2001 PEASON ACTING AS SUCH LICENSE N\lU8ER FD-012909-L a<l. N. K. a7. MIlT I: E......,.. ...... injuries or """'OIiCet- _ _'Ile _'h. Do not ."'.. .". LiII aNt..... _OIl _.... lb. c. CI. AI<f) '5 ~lOlOfIAS" 6"7U. ~ r-I- ~"CONSEOVEr:<<:EOI'): DUE 10 lOA AS A CONSEOVENeE 01'): NeE OF): 'Wl t'., j.. tM .h, h c:..- .....0 No j' w.NNER OF ~TH / ......... t:s" _ 0 $uiacIe 0 DAn OF ItI.I\JRY (M"".... o.y. _, TIME OF INJURY ItI.I\JRY KI WORK? DeSCRIBE HON INJURY OCC\JflREO. WERE AU10PSY FINOINQS """"-A8LE PAIOR 10 COIlolI'LETION OF CAUSE OF OERH? P'ndinG _'iGation ~nalbedel_ o o o ..... 0 HoD -- ...DtCAl.IXAMIHEfIIICOROHER On _....,. of ...........t1on and/or In....tlg.tion.ln my opinion. dulh occun... alllle <<m.. data. and place. and chlalo IIle ceu..(.,and -.... al.t..... .. . . .... ...... " . . .. ... ... . . " . . ..... .. '" ......... . ... . . . " . . .......... .... . ..... . . ....... '" .. 31.. REGISTRAA'S SlGNKlUAE ANO //1- ... :nIL a9. e&n'......o.ca "'"'_ "e&n'Ft_I'tfYSICIANI""ysooen tetlIIyonQ caua.- ""'" _ -.. __ h.. pronounced_1h ana c_od n_ 231 ToIlw_..no'.................___lOlIwcSUN(.'.ncI_n..'__......................................... ............ .~AHOc:eIlTW'l'JNQ PlfYSICIAN ~ llCOh "''''''''''''''''ll- _ c~ IOc...OI_1h1 T. IIw _.. "'y knowteclgft. _lit _ alllw ...... d.'.. _ pi..... _ _ \0 It1a uuM(.'_ man"",," .,.,lId I~ \ A, llDI III M. o\), I~J ~()~ 21-01-1114 Aecorded..C<fiG8 of Regjst~~~J.. \tliHs LAST WILL AND TESTAMENT OF NORMA GENTILE .01 ole -6 P3:19 Clerk" (, Clilnbf:T' I, Norma Gentile, of Carlisle, Cumberland County, Pennsylvania, being of sound mind. memory and understanding, do hereby make, publish and decl~re this to be my Last will and Testament, hereby revoking and making void any and all former Wills and Codicils made by me at any time heretofore. FIRST SECOND THIRD FOURTH FIFTH I direct that all my just debts and funeral expenses be paid by my Executor hereinafter named as soon after my death as is conveniently possible. I hereby give, devise and bequeath unto my beloved husband, Donald Gentile, my entire estate, real, personal or mixed, wheresoever situate, of whatsoever kind and description, to be his absolutely. In the event that my husband, Donald Gentile, should predecease me or die simultaneously with me or in such a manner that the order of our deaths cannot be definitely ascertained, I hereby give, devise, and bequeath my entire estate, real. personal or mixed, wheresoever situate, of whatsoever kind and description, to my daughter, Ketha Marie Renck, per stirpes. All estate, inheritance and other death taxes, together with interest and penalties, payable with respect to property or interests passing under my Will or any Codicil shall be paid out of the principal of my residuary estate without apportionment. Any estate, inheritance or death taxes due as a result of property or interest not passing under my Will or any Codicil shall be paid on a pro-rata basis by the transferee(s) of said property or interests. I hereby nominate, constitute and appoint my husband, Donald Gentile, to be Executor of this, my Last Will and Testament, and hereby direct that he shall serve in that capacity without the requirement of giving bond. In the event that my husband, Donald 1 Gentile, predeceases me or is unable to assume or complete the duties of that office, then and in that event, I hereby nominate constitute and appoint my daughter, Ketha Marie Renel(, to serve as Executrix of this my last Will and Testament, and hereby direct that she shall serve in that capacity without the requirement of giving bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last Will and Testament dated this \~th day of march ' 2000, and written on two (2) sheets of paper. (~~ NO .. GENTILE Signed, sealed, published and dec.Iared by the aforem~ntjoned Testatrix, Norma Gentile, as and for her Last Will and Testament, in our presence, who in her presence, at her request and in the presence of each other have hereunto subscribed our names as witnesses. C?I M(fl () fJtI- ~~~v.QA-~ ~~. " NOTAAI,4; A WENDY L. BODEN. NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES JUNE 20. 2000 2 ) ) ) We, Norma Gentile, the Testatrix in, and .,- ruCf~ A. Dtt ~n E. m)'f:on and 1?tu~e b. ~fnrhlfl , the Witnesses to the Last Will, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will, that she signed it willingly and executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as a witness and that to the best of our knowledge the Testatrix was at that time 'eighteen or more years of age, of sound mind and under no constraint or undue influence. ~WLof ~ TeStatrix rJ CO~ONWEAITH OF PENNSYL VANIA COUNTY OF LBB.:\}10N ~}afll; 55: (b) ~~ 0 (Jti:. . itness ~~~ ~~Z>V"\ Witness ~( WItness NOTARIAL EAL WENDY L. BODEN, NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY M~ COMMISSION EXPIRES JUNE 20. 2000 F: \FILES\DA T AFlLE\EST A TES\ 10489-notice. cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: NORMA GENTILE Date of Death: November 11, 2001 File No. 2001- Oll/i To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about March 11, 2002. Mr. Donald L. Gentile 124 Beech Street Carlisle, P A 17013 Mrs. Ketha M. Ranck 126 Beech Street Carlisle, P A 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: March 11, 2002 Signature Name ~~oU ~ 2 onald Gentile, Personal Representative 124 Beech Street Carlisle, P A 17013 CL. fY1 r.- $ .<:- OJ a: ~ .".,"..1 ,::: E ;'1) _ " - ,. " ,. .. -......... /7-~-/;j// BUREAU O~ INDIVIDUAL TAXES INn~ITANCE TAX DIVISION DEF-f". 280601 HARRISBURG I PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX -0.2 NilI' - 3 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN 04-29-2002 GENTILE 11-11-2001 21 01-1114 CUMBERLAND 101 r\11 ::~;o IVO V OTTO III ESQ MARTSON ETAL 10 E HIGH ST CARLISLE * REY.1547 EX AFP Ul.02) NORMA L l.: . Allount Rellitted PA CJ1013-4348 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=is47-ix-iFP--((ff=oz"r-Noi'-ici-OF-.rNHiifiTANci-i'-AX-A-PPRAisEi"iNT~--ii:rowANci-crR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GENTILE NORMA L FILE NO. 21 01-1114 ACN 101 DATE 04-29-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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/Hlsc. Personal Proparty (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets If an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (lS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due (1) (2) (3) (4) (S) (6) (7) .00 166373.28 .00 .00 .00 .00 536791.33 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) 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 .00 .00 Ul) (2) (3) (4) NOTE: 70,164.61 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (8) 70,164.61 00 70,164.61 .00 70,164.61 (19)= .00 .00 .00 .00 .00 TAX CREDITS: .- ft I ,-...n. R.."......-. II (+ J AI'IOUNT PAID DATE NUI'IBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYI'IENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORI'I FOR INSTRUCTIONS.) REV-1470 EX (6-88) ,. . INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME Norma Gentile FILE NUMBER REVIEWED BY Sheila Megonnell ACN 2101-1114 101 ITEM SCHEDULE NO. G EXPLANATION OF CHANGES The IRA is fully taxable as the decedent is the primary owner and the transferee is a beneficiary not a joint owner. ROW Page 1 f; /~, ()i/ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 ::"j I"~ (For Resident Decedents Dying After July 1, 1992):; , 8 Name of Decedent: Norma L. Gentile C f::: ~. Date of Death: November 11, 2001 N File No.: 21-01-01114 Social Security No.: 161-34-1596 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ~es x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state thefollowing: a. Did the personal representativefile afinal account with the Court? ~es No x b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ~ es No x Spouse was personal representative and heir so no account was necessary. d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~.~u:r Date: June 11, 2002 Signature: Name: Address: Ivo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative F:\FILES\DA T AFlLE\EST A TES\104891.srep .....~V.1500EX '1'''0) OFFICIAL US ONLY / 1 - :!}5 / . '- l REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17126-0601 FILE NUMBER 21 01 COUNTY CODE YEAR -SOCIAL SECURITY NU,.JSER- 161-34-1596 t; /l/y NUMBER DECEDENTS NAME (LAST:-FIRST, AND MIDDLE INiTIAL) I GENTILE, NORMA ~~DYEAR'- ID;~~'=~~- I (IF APPUCABlE) SURVIVING SPOUSE'S NAME ( LAST.'.".R.. ST AND MIDDLE INITIAL) GENTILE, Donald L. ----r a 1. Original Return -- - - 0 '2. -- Supplemental Return w ~ ~ UJ 0 4. Limited Estate 0 frllE~ :I: ~ 9 a 6 Decedent Died Testate (Attach copy 0 u 8: CD of Will) <( 0 9. Litigation Proceeds Received 0 ~ 2 W o w u w o THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS - ------SOCIAL SECURITY NUMBER o 3. Remainder Kelurn (elale 6rlfeall1 pnorlOl"n:3:e2j--- 48. Future Interest Compromise (date of death after 12-12-B2) 7. Decedent Maintained a living Trust (Alladl copy of Trust) 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11_Election to tax under Sec. 9113(A)(Altach Sch 0) .~ :ij2 <<w <<0 02 u~ AME Ivo V. Otto, III, Esquire IRM NAME (If applicable) Martson Deardorff Williams & Otto ELEPHONE NUMBER ==~~ 7r~::(3~:a:~(~Ch~dUle ~) 2 o ~ " ~ ii: " u w << 10 East High Street Carlisle, PA 17013 ~~' L..n_ __ (1) Non~ .... -----;;-:c (2) 16,373.2S (3) None (4) None (5) None --^---- (6) None (7) -0- [::j oFFrcIAI;J?S~NLY 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) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. 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) ~ z \.AJ ~-':J (8) 16,373.28 (9) (10) (11) (12) 16,373.28 13. Charitable and Governmental BeQuests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) I 14. Net Value Subject to Tax (Line 12 minus Line 13) r SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 2 o ;= .. ~ " ~ '" o u S 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due (13) (14) 16,373.28 16,373.28 x .00 (15) 0.00 x .045 (16) x .12 (17) x .15 (18) (19) 0.00 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. 0 .....:.,.....!)jm:.!I~jt0llI!!lll~_!!iljilliID1 Copyright 2000 form software only The Lackner Group, Inc. Form REV.1500 EX (Rev. 6-(0) Decedent's Complete Address: STREET ADDRESS 124 Beech Street ~CITY jSTATE PA IZIP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Tolal Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 TolallnteresUPenalty (0 + E) (3) 4. If line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;....................................................................h....... 0 181 b. retain the right to designate who shall use the property transferred or its income;................................ 0 t8I c. retain a reversionary interest; or............................................................................................................ 0 ~ d. receive the promise for life of either payments. benefits or care?............................ ............................. 0 t8I 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 "in trust for" or payable upon death bank account or security at his or her death? ...... 0 t8I 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?................................................. .................. .. .nn........ .................... t8I 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. DATE 124 Beech Street Carlisle, PA 17013 }\U[JK~~S UAI~ SlGRI\, UK!:: 01" 1"H.!::PARERlJTRERTFfAIlrREPRESEN I A' IV~ AUUKI::~~ [JAIl:: 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)J. 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) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty.one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .5. ~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. 99116 1.2) [72 P.S. 99116 (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. *' SCHEDULE B STOCKS & BONDS COM~WEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT - ----------."----- ------- ESTATE OF GENTILE, NORMA , FILE NUMBER 21 -01- 0 I "'f All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I NUMBER : 1- 254 shares, common,PNC Financial UNIT VALUE 58.32 ' VALUE AT DATE OF DEATH '"-----~.14,8T:t28- DESCRIPTION 2 52 shares, common, Prudential Financial 30.00 1,560.00 ".m _~__ TOTAL (Also enter on line 2, Recapitulation) 16,373.28 \aLl ~ SCHEDULE G l ~ INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ___ ______ ..__... _n.d __ . . ..__ _._-~-_ -- ------- --~----- -- ---~-~_.__._- ----------- ESTATE OF ' FILE NUMBER GENTILE, NORMA 21 - 01 - (PIli'! This schedule must be completed and filed if the answer to anyofquestions 1 through 4 on page 2lsyes. ----------~ __w.__~~ _ DESCRIPTION OF PROPERTY ITEM NUMBER 'DATE OF DEATH Include the name of the transferee, their relationship 10 decedent and the date of transfer. ..\1 ALUE OF ASSET Attach a copy of the deed for real estate. %OF DECO'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE : PNC Bank,-IRA Account #38933858; beneficiary-,.Iioii.H Gentile. spouse; not taxable 0% O.DO 53,791.33 _________L_ TOTAL (Also enter on line 7, Recapitulation) " '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~.~m__1 Fii..E NUMBERu--- 21 - 01 - tJIII'f J RELATIONSHIP TO _m m;~~~T O~-SH~REm- DECEDENT OF ESTATE ~__ _D_oNotLi T stees ESTATE OF GENTILE, NORMA NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Donald Gentile 124 Beech Street Carlisle, PA 17013 Spouse Entire residue 'Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover she t 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 II ~ ENTER TOTAL NON~TAXABLE DISTRIBUTIONS ON LINE 13 OF REV~1500 COVER SHE T LAST WILL AND TESTAMENT OF NORMA GENTILE I, Norma Gentile, of Carlisle, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last will and Testament, hereby revoking and making void any and all former Wills and Codicils made by me at any time heretofore. FIRST I direct that all my just debts and funeral expenses be paid by my Executor hereinafter named as soon after my death as is conveniently possible. SECOND I hereby give, devise and bequeath unto my beloved husband, Donald Gentile, my entire estate, real, personal or mixed, wheresoever situate, of whatsoever kind and description, to be his absolutely. THIRD In the event that my husband, Donald Gentile, should predecease me or die simultaneously with me or in such a manner that the order of our deaths cannot be definitely ascertained, I hereby give, devise, and bequeath my entire estate, real. personal or mixed, wheresoever situate, of whatsoever kind and description, to my daughter, Ketha Marie Renck, per stirpes. FOURTH . All estate, inheritance and other death taxes, together with interest and penalties, payable with respect to property or interests passing under my Will or any Codicil shall be paid out ofthe principal of my residuary estate without apportionment. Any estate, inheritance or death taxes due as a result of property or interest not passing under my Will or any Codicil shall be paid on a pro-rata basis by the transferee( s) of said property or interests. FIFTH I hereby nominate, constitute and appoint my husband, Donald Gentile, to be Executor of this, my Last Will and Testament, and hereby direct that he shall serve in that capacity without the requirement of giving bond. In the event that my husband, Donald Gentile, predeceases me or is unable to assume or complete the duties of that office, then and in that event, I hereby nominate constitute and appoint my daughter, Ketha Marie Rend(, to serve as Executrix of this my last Will and Testament, and hereby direct that she shall serve in that capacity without the requirement of giving bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last Will and Testament dated this \~tn day of rnllrth ,2000, and written on two (2) sheets of paper. ~ 2ft. / ~/ ~ NO GENTILEV, , Signed, sealed, published and declared by the aforem<:lntioned Testatrix, Norma Gentile, as and for her Last Will and Testament, in our presence, who in her presence, at her request and in the presence of each other have hereunto subscribed our names as witnesses. {?'1/U{1 (J. iP-d- ~ i. '\:--.QJen--.. ~<(' . "" NOTARIA WENDY L. BODEN, NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES JUNE 20, 2000 2 COMMONWEAlTH OF PENNSYLVANIA COUNTY OF lEB:\~JON Uurttrlurdl ) ) ) SS: We, Norma Gentile, the Testatrix in, and ~~ft A. Of:l:; ~n E. t:U-ltLvl and :fu_ _~mll'/ , the Witnesses to the Last Will, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will, that she signed it willingly and executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound ~, A nu. '.:Jd a no Jc~~traint or undue influence. -'-bLl-- ~ ~1 /1::;7 O. (Jtt;, T .statrix r1 ~ess ~..zvc<~Z: \-~"'~ Witness ~~( @ NOTARIAL EAl WENDY l. BODEN. NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY MY_COMMISSION EXPIRES JUNE 20. 2000