HomeMy WebLinkAbout04-15-08
--1
15056041147
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
-~
~
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 8
116
Date of Birth
238 22 8544
01 18 2008
09 17 1922
Decedent's Last Name
Suffix
Decedent's First Name
GILL
SWANNIE
MI
N
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
OC 1. Original Return
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2. Supplemental Return
4. Limited Estate
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4a. Future Interest Compromise
(date of deatll after 12.12.82)
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3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
ex-
6. Decedent Died Testate
(Attach Copy of Will)
r
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
'-.J
10 Spousal Poverty Credit (date of deatll
. between 12.31.91 and 1.1.95)
D
11.Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
MICHAEL L. BANGS 717 730 7310
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
First line of address
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429 SOUTH 18TH STREET
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Second line of address
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CAMP HILL
State
PA
ZIP Code
17011
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City or Post Office
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Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
~ 7J It ~ 9'7 Herman R. Gill Jr. Yh '-('Alii
ADDRESS
DATE
Michael L. Bangs
'7'
429 South 18th Street, Camp Hill, PA 17011
Side 1
L
15056041147
15056041147
--1
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Gill, Swannie N. 21-08-116
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of
which preparer has any knowledge.
Signature #2
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Name
Address1
Address2
City, State, Zip
Anna Kathleen Dillman
7706 Avondale Terrace
Harrisburg, PA 17112
Date
-4=M-
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15[]5b[]42148
REV-1500 EX
Decedenfs Name: Swa n n ie N. Gill
Decedent's Social Security Number
238 22 8544
RECAPITULATION
1. Real Estate (Schedule A)........................................................................................... 1.
2. Stocks and Bonds (Schedule B)................................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).............. 3.
4. Mortgages & Notes Receivable (Schedule D)............................................................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E).................... 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested.............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested.............. 7.
8. Total Gross Assets (total Lines 1-7)........................................................................ 8.
9. Funeral Expenses & Administrative Costs (Schedule H)............................................ 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................... 10.
11. Total Deductions (total Lines 9 & 10)....................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11 ).............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J).................................................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................... 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
65,930.02
16.
0.00
17.
0.00
18.
19. Tax Due......... ................................. ................................... ........................................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15[]5b[]42148
4,536.97
786.83
68,238.33
73,562.13
7,184.88
447.23
7,632.11
65,930.02
65,930.02
0.00
2,966.85
0.00
0.00
2,966.85
D
15[]5b[]42148
-.J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-08-116
DECEDENT'S NAME
Swannie N. Gill
STREET ADDRESS
801 N. Hanover Street
CITY I STATE IZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
2,966.85
2,818.51
148.34
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
2,966.85
TotallnteresUPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 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.
8. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5) 0.00
(SA)
(58) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
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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;..................................................................................... D D
b. retain the right to designate who shall use the property transferred or its income;......................................... D D
c. retain a reversionary interest; or..................................................................................................................... D D
d. receive the promise for life of either payments, benefits or care?.................................................................. D D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................................................................................................... .......... D D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?............... D D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?........... ... ................................................................ ...... .... ............................... D D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P .5. ~9116 (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 zero
(0) percent [72 P .5. ~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 zero (0) percent [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 four and one-half (4.5) percent,
except as noted in 72 P .5. ~9116 1 .2) [72 P .5. ~9116 (a) (1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P .5. ~9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1503 EX+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gill, Swannie N.
FILE NUMBER
21-08-116
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 79 shares of MetLife - Book shares owned by decedent 57.43 4.536.97
at time of death
TOTAL (Also enter on Line 2, Recapitulation) 4.536.97
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-98)
.~
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETLRN
RESIDENT DECEDENT
Gill, Swannie N.
FILE NUMBER
21-08-116
ESTATE OF
Include the proceeds of litigaton 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
NUMBER DESCRIPTION
1 Refund from Church of God Home, Inc.
VALUE AT DATE
OF DEATH
786.83
TOTAL (Also enter on Line 5, Recapitulation)
786.83
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gill, Swannie N.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-08-116
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 3,165.20
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Michael L. Bangs 3,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 310.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 209.68
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 7,184.88
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE1URN
RESIDENT DECEDENT
ESTATE OF
Gill, Swannie N.
FILE NUMBER
21-08-116
ITEM
NUMBER DESCRIPTION
1 Gilligan's Bar and Grill - funeral luncheon
AMOUNT
441.91
2 Neumyer Funeral Home, Inc.
2.723.29
Subtotal
3.165.20
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Gill, Swannie N.
FILE NUMBER
21-08-116
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Continuing Care RX
VALUE AT DATE
OF DEATH
447.23
TOTAL (Also enter on Line 10, Recapitulation)
447.23
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
MetLife - Investor Relations - Historical Price Lookup
Paf e 1 of 1
Historical Price Lookup
Symbol
MET (Common Stock)
Select Date
January
18
2008
Look Up Price
Results
Date Requested 01/18/08
Closing Price $57.43
Volume 14,602,200
Split Adjustment Factor 1: 1
Open $58.88
Day's High $59.00
Day's Low $54.77
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PEANUTS copyright United Feature Syndicate, Inc.
\........ {{;...",,,dC\1" mp,t11fe.comlnhoenix.zhtml?c= 121171 &ll=irol-stocklookup _pf&t=HistQuote
2/20/2008
I, SWANNIE N. GILL, of Hampden Township, Cumberland
Gounty, Pennsylvania, declare this to be my last will and revoke
any will previously made by me.
I. I devise and bequeath all of my estate of ev~~y
:lature and wherever si tuate in equal shares to such of my ---
,~hi 1 dren, HERMAN R. GILL I JR. and ANNA KATHLEEN JOHNSON I as
:mrvi ve me by thi rty days.
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II. Should my son, HERMAN R. GILL, JR. or my daughter,
~\.NNA KATHLEEN JOHNSON, predecease me or die on or before the
~hirtieth day following my death, I devise and bequeath the share
of such child to his or her issue per stirpes living on the
':hirty-first day following my death; and should any of my said
,ldult children leave no such issue living on the thirty-first day
::ollowing my death, I devise and bequeath the share of such child
:0 my other child or to his or her issue per stirpes living on
':he thirty-first day following my death.
I I I. I appoint my co-executors, or the survi vor of them, '.
quardian of any property which passes either under this will or
otherwise to a minor and with respect to whom I am authorized to
.lppoint a guardian and have not otherwise specifically done so,
provided that this appointment of a guardian shall not supersede
~he right of any fiduciary in its discretion to distribute a
share where possible to the minor or to another for the minor's
benefit. such guardian shall have the power to use principal as
well as income from time to time for the minor's support and
education (including college education, both graduate and
undergraduate) without regard to his or her parent's ability to
provide for such support and education, or to make payment for
these purposes, without further responsibility, to the minor or
to the minor's parent or to any person taking care of the minor.
IV. I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
V. I appoint my son, BERMAN R. GILL, JR., and my
jaughter, ANNA KATHLEEN JOHNSON, co-executors, or the survivor of
them, executor of this my last will.
VI. I direct that my co-executors and guardians or
their successors shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
7
IN WITNESS WHEREOF, I have hereunto set my hand this
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day Of/jr,1/I/j ,1993.
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SWANNIE N. GILL
The preceding instrument, consisting of this and one other
typewritten page identified by the signature of the testatrix,
3WANNIE N. GILL, was on the day and date thereof signed,
published and declared by SWANNIE N. GILL, the testatrix therein
named, as and for her last will, in the presence of us, who, at
of each other
her request, in her p.resence, and in the presence
have subscribed oup/n~mes as witnesses hereto.
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BAN6S LAW OFFICE
429 SOUTH 18TH STREET
CAMP HILL, PA 17011
E-mail: rnikebangs@verizon.net
PHONE: 717-730-7310
FA}(: 717-730-7374
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
WILLIAM E. MILLER, JR.
Of Counsel
April 14, 2008
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
RE: Estate of Swannie N. Gill
File No. 21-08-0116
Dear Mrs. Strasbaugh:
Enclosed you will find the following:
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1. The original Inventory; , 7~ 6 Vi
2. The original and one copy of the Inheritance Tax Return; '_~~j:, ~ -0
3. A check in the amount of$2,818.51 which pays the tax in the discount; an~3q1 ::J:
4. A check in the amount of $30.00 to pay the filing fee. ->35
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Please file the return accordingly and return a paid receipt to me in the enclosed, stamped, pre-
addressed envelope.
If you require anything further, please contact me directly.
IV ery truly yours,
i/Vvv
~ichael L. Bahgs
wks
Enclosures
cc: Mrs. A. Kathleen Dillman
Mr. Herman R. Gill, Jr.
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