HomeMy WebLinkAbout10-17-78
No,
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PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of Leon J. Gerace
, deceased.
To Richard E. Anderson, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania.
IS
Petitioner~ &r€- the execut or named In the Last Wi II and
Testament of Leon J. Gerace
Decedent was a citizen of the United States and a
Township
Bor'Ol1Sh; Cumberland
dated July 6, 1976
resident of
Silver Spring
of Pennsylvania.
Decedent died on
County, Commonwealth
Friday
the
13th
day of October
A. D. 19 78 , in the County of Cumberland
Penn~ylvania at the age of 73
hasnot ~
Decedent ~es--AOt been married and has not had
since the execution of the above described Will.
Decedent was possessed of personal property to the
, State of
years.
her
children born to him
value of
$8.000.00
and of real estate to the value of
.s -~ ,) &- ,-:r -; c ') - ) L S ';; (, .:i/ / /
. ~ I ('"'. . / I
If., 7L;,: j. /J/., t S (',I' "j,'C,<-c!,-,;, ......) .J /', apP.~
Therefore, your petitioner(-5~ respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
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4"j..-oy,."A...tt.-X.__,- f1'\ __
Samuel L. Gerace
as near as can be ascertained; said real
'] 7 ~,.7'-~' i ,-' <-'..! .f ~ ) /?\ /)t; <:' c^/ /'>~ .;{ J"i/u.J ?t;;1~~SJ
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estate situated as follows
Dated
October 17
. 1978
Name and address
of Petitioner(s)
15 Hatfield Avenue
Sidney, New York 13838
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
! ss
Samuel L. Gerace
named in above application, being duly
say(s) that the statements set forth In
sworn according to law
this petition are true to the
best of his
Sworn to
knowledge and belief. I i
Jt I) \.fl,
subsc ed before /" ,/(}-"''''"'''..--i!.f-/ A
Samuel L. Gerace
!jj~-^"~--"CL
and
19 78
Richard E. Anderson, Register
~ )
/
. ~ I .
Filed~
~/~7f--~a2-
November 17,
1978
Attorney: William A. Yocum, P.O. Box 64}
Camp Hill, Penna. 17011
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Estate No e;/ #,,:.'! . '.3~~
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. . __"..,'... ,... ...;t. .__....__.__.__
BOND
KNOW ALL MEN BY THESE PRESENTS, That
we,
Samuel L. Gerace
........, principaL.....,
and
_ _ _ ..!':.i.9: ~_ J,.. t.t Y. _ ..8,1'1<1. _ p~_P_Q_$.J.t__ _ .CQffiP a.UY _Q f _ _MaTY J.and_ ___ _ _. _ ___
355 N. 21st Street, Camp HIll, pA
_, sureLY___o.o.,
are held and firmly bound unto the Commonwealth of Pennsylvania, in the sum of .s..i.:l:{J::~_~lJ___l'hQ!-,1_~~n~L9:!:J..(;tu
o..o.q/Jq.Q~:-_:-:::-_:-:_~_:-.:-:::'_:-:_:-_:-:.~_:::-::-.:-:.~_:-::-:_:-_:-:.:-.:-:_-"Dollars ($H1.,QO_Q...OQ:-.:-:.":'~), to be paid to the said Commonwealth,
her certain attorney or assigns, to which payment, well and truly to be made, we do bind ourselves, jointly and
severally, and our and each of our heirs, executors, admini strators, successors and assigns, firmly, by these presents,
for and in the whole of the said sum.
SEALED and dated the __o...______o..J.7.t:l1.__o.__o.__.__.. __"o..__day of 0. OCt:.o.b.~r
_____U______o..' 19JJL
WHEREAS, the above named ____
Samuel L. Gerace
_____________________________..._. ._.0______------..,
has or have made, or IS or are about to make, application to the Register of Wills of Cumberland County,
Pennsylvania, for the grant of fetters .___t:E:!.El.t.CiTIle.Il.t.cg7_____.
on the estate of m__m1~'O_Ilm.:r_.__.~r:~c;:_~
_, late of .8i-lve.r..Bp.r.ingo..To:w.ns.hip__,
Cumberland County, Pennsylvania, deceased:
THE CONDITION OF THIS OBLIGATION is, that if the said personal representative _m_____.__ or any of
them shall well and truly administer the said estate accord ing to law, this obligation shall be void as to the personal
representative or representatives who shall so administer th e said estate; but otherwise, it shall remain in force.
SEALED and delivered in the presence of
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f ,I ;" f.'. .
--.(~~-r-LL..LI..:~__. _ ti.__ J:.L;___hhh___h
- -, C'" (
_. - -- -- - - - -- - - - -- - - - -- -- ~ -- - - --- -- -- - ~-- - ----.
~-,dj~/Xjj--<::J..~~ (SEAL)
(SEAL)
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- - -~~~~'\....,...,-- ~"\ -'-- - ~,\ -- - - -- -- - -- - -. -- -.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND ss:
- - - ---- ------- --- -. -..- - - _ __ - - __ ___ _____ (SEAL)
;k~;~n~_ _~~ep~eH _ _~O~2~~Y :~:::;rYland
Suanne E. Wertz ttorney in Fact
. . -. ".
Personally appeared before me, a...
____m_____ in and for the county and
state, aforesaid
of
____ __ _____u._______ .__.________o._m and ___.
-----. ..---.-.---- _.___.____...._o...of_ _.__ _.___.__._____Uo.__....__.....__. _ _____.__.......____. __ ___ _.. .__._....0._.__.______.
surities on the above bond who being duly sworn (affirme d) according to law, depose and say that they each own Real
Estate worth the whole of the penal sum named in the above bond, over and above their debts and the debtor's exemption.
Sworn and subscribed before me this
----__....___._..________0...._ day of .____
mm I
.__.. (Seal)
.om. (Seal)
_______. (Seal)
__...___ (Seal)
A. D. 19
LAST Wn.LAND TESTAMENT
OF
LEON J. GERACE
I, LEON J. GERACE, of the Township of Silver Spring, County of Cumber-
land and State of Pennsylvania, being of sound mind, memory and understanding, do
hereby make, publish and declare this as and for my Last Will and Testament hereby
revoking and making void any and all other Wills by me at any time heretofore made.
I.
I direct that my Executor hereinafter named shall pay all my just debts and
funeral expenses as soon as conveniently may be done after my decease.
II.
All the rest, residue and remainder of my estate, whether real, personal
or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my son,
SAMUEL L. GERACE, of Sidney, New York. per stirpes.
III.
I hereby nominate, constitute and appoint my son, SAMUEL L. GERACE, as
Executor of this my Last Will and Testament. If my said son should predecease me,
or otherwise fail to qualify, or cease to act as such, then I nominate, constitute
and appoint THE FIRST BANK AND TRUST COMPANY, Mechanicsburg, Pennsylvania, as Executor.
IN WITNESS WHEREOF, I, LEON J. GERACE, the Testator, have unto this, my
Last Will and Testament, set my hand and
SIGNED, SEALED, PUBLISHED and DECLARED by LEON
U;flY,- t976.
,,//
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above named
Testator, as and for his Last Will and Testament, in the presence in us, who have here-
unto subscribed our names as witnesses at his request, in the presence of the said
Testator and of each other.
'?/lli.~4L, 4 ~~?rA
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OATH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
This, the
17th
day of
October
A. D. 19~, before me, Richard E. Anderson, Register for
the Probate of Wills and Granting Letters of Ad ministration in and for the county of Cumber-
land, in the Commonwealth of Pennsylvania, personally came
Let E- 1/ ,.}
J C.
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/
who being duly
sworn
according to law deposed and say that they are well acquainted with
the handwriting of
Leon J. Gerace
whose name is attached as
Testator
to an instrument of writing
purported to be
the Last Wi II and Testament of
Leon J. Gerace
late of the Township of Silver Spring. Cumberland County. Pennsylvania
, deceased
and that the said signature is true and genuine, and that the said Leon J. Gerace
is now deceased or absent
Sworn to
nnd subscribed before me,
this
17
day of
~\ .-
.. .... .. ..pua;<~~~
October
A. D. 197--L-
Richard E. Ander on, Register
.....-........--...--......--...--..-... ----. - --
per
Deputy Reg ister
- "..' ...."l
>....
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND f
This.................. .~.?~ ~.............................................. day of..... .9.<;:.t,?1;>~ .r:............................................. A.D., 19..?~..,
before me Richard E. Anderson, Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ..............
V!.~.~.~.;~!I}..~.... .';l:~~.~~ 1.. .,?ry..f7.. ~.~..................................................................................................................................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of .... .~~.?~.. :!.:. ..~;r:~~~ .................................................................... Dated .. .J.H~Y.. .9.,.. 19.?9.. .............
late of ..........~.~.~...~.<;>~~.~~.~p...~~..~.~. ~.~.f7.~...~p.;r:.~~~. ......................................... Cumberland County Pa., deceased
who being duly .......;>.'o/.'?~.l)............................ according to law, depose and say, that ....h~...~<;t.l?........................
present, and saw and heard the testa.~!?:r;..... ........... ..... ....., .... ..h~.'?~ ...;T.: ...~ .r;~~!,:.. ........... .................... ...........
sign, seal, publish, pronounce and declare the said instrument of writing as and for h..~l?........... Testament
and Last Will, and at the time of so doing ........h!':.....................................was of sound and disposing mind
memory and understanding, to the best of ............b.is.............................knowledge, observation and belief.
. ..~~.?~.r:...~~.. ..... ......... ............. an subscribed before
. . '0'./ ~
...~~5r.4-a{~_:..ti~.l.,........................
. .................. .......... .~~......................... .J......................
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND f
...................... ~.~ .~~~.~...~.~... 9:~. ~.~.C? ~.................................................................................................... being duly
................................................ says that as nearly as can be ascertained the said decedent ..........................
......... .................... J..~Rn..J. ..... ~.r.?c;:.fi!............................................. ....................................................... ....... .died on
....... .F.r.ida.,y............ ........ ......... the ...... ..131: h................ day of ...... ...QJ:;;I;RP.~.r............................... A.D., 19..?6..,
at or about ...........9.:.0.0........................ o'clock, .P..M.
of .~~~.?~.~.~..........
q~~-l ~ 'X: ~tl-vt--<--fJ
&::.~.. ........... ...'.................................... ....................
.......... .s.worn... .to..... ................. ..and subscribed this
Richard E. Anderson, Register
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VINV A'lASNN3:d ~O HJ.'lV3:MNOWWO:J
3^1.L V .LN3S3t=1d3t=1 lVNOSt=l3d ::10 H.L VO
Inventory of the real and personal estate of
Leon J. Gerace,
deceased.
REAL ESTATE
Plot of ground located on Willow Mill Road, Silver Spring Township, Cumberland
County, Pennsylvania, conveyed from decedent, Leon J. Gerace, to decedent and son,
Samuel L. Gerace, by Deed dated July 30, 1976, as recorded in Deed Book "S",
Volume 26, Page 836 in the Cumberland County Recorder of Deeds Office on August
10, 1976. (See appraisal attached to RCC-3~ Jointly owned by father and son
and 1/2 is taxable-----------____________________________________________________ $
(Appraisal value ---$500.00)
Plot of ground located on Willow Mill Road, Silver Spring Township, Cumberland
County, Pennsylvania, conveyed from decedent, Leon J. Gerace, to decedent and son,
Samuel L. Gerace, by Deed dated July 30, 1976, as recorded in Deed Book "S", Volume
26, Page 833 in the Cumberland County Recorder of Deeds Office on August 10, 1976.
~:::b~~:~~~~~:-~::~~~~~-:~_~::=~~:~__:~~~:::_~~~~_~:_:~:~~~-~~~-~~~_~~~_:~:_~~__ I
(Appraisal value ---$3,200.00) J
I
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House, restaurant and lot located on Wertzville Road, Silver Spring Township,
Cumberland County, Pennsylvania, conveyed from decedent, Leon J. Gerace, to dece-
dent and son, Samuel L. Gerace, by Deed dated July 30, 1976, as recorded in
Deed Book "S", Volume 26, Page 839 in the Cumberland County Recorder of Deeds
Office on August 10, 1976. (See appraisal attached to RCC-33.) Jointly owned
by father and son and 1/2 is taxable--------------_______________________________
(Appraisal value ---$84,400.00)
PERSONAL PROPERTY
Household goods and furnishings - contents of house (see appraisal attached to
RCC-33 for itemization.)----------_______________________________________________
Contents of restaurant (See appraisal attached to RCC-33 for itemization.)-------
1978 Mercury Marquis (Sedan), Title No. A29874953, Vehicle Identification No.
8Z62H573318 (See appraisal attached to RCC-33.)-----------------_________________
1972 Hillcrest Mobile Home, Title No. B22851876, Vehicle Identification No.
HP3553E (See appraisal attached to RCC-33.)----------------------________________
Checking Account No. 130-054-0 in The First Bank and Trust Co. of Mechanicsburg,
in the joint names of Leon J. Gerace and Samuel L. Gerace in the amount of $122.50
Account opened prior to 1960. (Made joint on July 6, 1976.)
Joint tenants with the right of survivorship
1/2 of the above is taxab1e--------------------_______________________________
Savings Account No. 501-150-7 in The First Bank and Trust Co. of Mechanicsburg,
Pennsylvania, in the joint names of Leon J. Gerace and Samuel L. Gerace in the
amount of $345.45. Account opened June 15, 1950. (Made joint on July 6, 1976.)
Principal at date of death $345.45
Unpaid accrued interest at
date of death NONE
1/2 of the above is taxab1e-----------------------____________________________
GOP Savings Account No. 008-707046-2 in CCNB Bank, N.A. in the joint names of
Leon J. Gerace or Samuel L. Gerace showing a balance of $368.33. Account opened
September 5, 1975. (Made joint on July 6, 1976.)
Joint tenants with the right of survivorship,
1/2 of the above is taxab1e-----------------------____________________________
Certificates of Deposit held as security by and issued
Trust Co. of Mechanicsburg, Pennsylvania, in the names
Samuel L. Gerace:
(Made joint on September 29, 1975.)
Open Date Account No.
11/22/74 1839
12/12/74 1859
1/10/75 1903
3/10/75 1971
7/3/75 2086
by The First Bank and
of Leon J. Gerace and
One half of the above is
Amount Interest
$ 1,000.00 $ 64.64
1,000.00 60.61
1,000.00 56.66
5,000.00 34.37
5,000.00 106.25
$13,000.00 $322.53
taxab1e---------------__________________________________
(Continued on next page.)
250 00
1,600 00
42,200 00
1,439 00
I
1,031/50
4,600100
3,250 00
61 25
172 73
184 16
6,661 27
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
Samuel L. Gerace
according to law, deposes and says that he is the Executor
of the Estate of Leon J. Gerace
late of Silver_ Spring Township , Cumberland County, Pa., deceased and that the
within is an inventory made by Samue 1 L. Gerace__ -, the said Executor
of the entire estate of said decedent, consisting of all the personal property 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.
sworn
being duly
/7,-( { ;L:' 7-
Ie.'
19 79
"
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Executor . ....mnrriril"ll'hn'-
Samuel L. Gerace
1500 Hatfield Avenue
Sworn
and subscribed before me,
/~~A- 7'< L/~~
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Sidney, New York 13838
Address
Date of Death
13th
Day
October
Month
1978
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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Inventory of the real and personal estate of
Leon J. Gerace
deceased.
Continued from previous page.
Certificates of Deposit with CCNB Bank, N.A. in the names of Leon J. Gerace or
Samuel L. Gerace:
Open Date
10/2/75
7/6/76
Account No.
112674
115405
Amount Interest
$1,000.00 $ 259.20
6.000.00 1,135.12
$7,000.00 $1,394.32
taxab1e--------_________________________________________
4,197.16
One half of the above is
TOTAL:
$65,647~ 07
I
I
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
ss:
Samuel L. Gerace
according to law, deposes and says that ,he is the Exec.ntor
of the Estate of Leon J. Gerace
late of Sil~~r Sprjng Township I Cumberland County, Pa., deceased and that the
within is an inventory made by Samue 1 L. Gerace " the said Executor
of the entire estate of said decedent, consisting of all the personal property 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.
sworn
being duly
Sworn
and subscribed before me,
~L X tkA4/VL/
Samue 1 L. Geraceli;ceeutor - ""ftimricrF
(L <..< ,,'j ~,'" I /(. 1979
..
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f'1<e""y l"i,; 1?8r'
1500 Hatfield Avenue
Sidney, New York 13838
Address
Date of Death
13th
October
Month
1978
Day
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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RCC-84
(8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
TO:
f'
\
, ),
DATE
,\
ESTATE OF
/
FILE NO.
For County Infotmation purposes only
COUNTY OF
COUNTY FILE NO:_ "
DATE OF DEATH
./ / ,... /
---------------------------------- -- - ----- -- ---- -- - --------.- - - - -- --- - ---
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property/Transfers
$
"
i
Total Gross Estate
$
/
i/
Total Approved Deductions
''''/
/
I
Clear Value of Estate
$
-, '/ ! ,.-
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
,~y' ~\
Amount Taxable @ 6% Rate
$
,:;....
tax due
L-
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
,/
~
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
. j
,I
$
+ $ ! 'I'i
$
},
$'
+
+
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
Interest will accrue at the rate of six
Inheritance tax from
(6) percent per annum on the unpaid balance of
to the date of, Pfyment.
.I! I.
Assessed by:
Agent fo~ the Commorwealth
!
SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF WilL'S COpy
Form RC C .10
OFFICE OF THE
REGISTER OF WILLS
DEDUCTIONS ALLOWED IN
OF
Cumberland
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
AND AGENT OF THE COMMONWEALTH
ESTATE OF
Leon J. Gerace
LATE o~ilver
DATE OF FILING APPRAISEMENT
OAT&; OF DEATH
October 13, 1978
Cumberland County, Penna
DATE
No. OF
VOUCHra"
NAME OF PAYEE
REMARKS
James W. Ayre, Agency
Executor's Bond
Short Form Certificates, Probate
and Letters and Bond
Re ister of Wills
Cumberland County Court House
Tax Map - 1 print
William A. Yocum, Esquire
Attorney's fees
AMOUNT
00
23 00
2 00
1641 00
Claude C. Wolfe Appraisal of Real Estate 180 aa
Claude C. Wolfe Appraisal of Personal Property 90 00
Sandy Williams Domestic Help 100 00
Meyer's Funeral Home Funeral expenses 2,878 50
Rice Memorial Stone - funeral 160 00
Cardiovascular & Thoracic Assoc. Medical bills 625 00
Dr. Grandon Medical bills 385 00
Dr. McInroy Final illness 290 00
Holy Spirit Hospital Final illness 10 30
Macke's Fue 1
Bell Telephone Company Telephone - residence for Septem er 47 59
fuel
PP & L
CCNB Bank, N.A.
Se tember
Loan No. 008-0006463, claimed by
creditor
Demand Note No. 1133016-00143
Installment Loan
- ) ounty nventory
uctions, First ~ Final Account
d. -----...---NOTES :
3/21/78 date ot aeath
8 9 77 date of death
3/2 /78 date of death
CCNB Bank N.A.
Register of Wills - Debts and De
The First Bank and Trust Co.
of Mechanicsbur , Pennsylvania
ba lance
ba ance
balance
Cumberland Law Jeurnal
Legal advertisement
Le al advertisement
The Patriot-News
Elke_ Yocum
W" lliam A. Yocum
Notar Fees
Posta
lies
TOTAL:
COMMONWEALTH OF PENNSYLVANIA
}SB:
COUNTY OF
Cumberland
Samuel L. Gerace
I,
7 9
$38,524 89
MY KNOWLEDGE AND BELIEF, THE FOREGOING 18 A JUST AND TRU E STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINIST Leon J. Gerace
RATION SUBMITTED TO THE EST-'\TE OF '.. . DECEASED, AS DEDUCTJON5 FOR
INHERITANCE TAX PURPOSES. 4'; .t. 'X .j t.! ~ " / ~ .
I . .A/,......,.... ....... G t_ t......-c L ..... (L S)
7' I~ .,:Do:: _ _ ~ . .
SWORN AND SUBSCRIBED BEFORE ME THIS / DAY Of" Samue 1 L. Ge race
..:";1_.,( t "., 0.. ,7 Ig ~
HEREBY CERTiFY. THAT. TO THE BE.T OF
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