Loading...
HomeMy WebLinkAbout10-27-09J 15056D41114 REV-1500 Ex (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN !) I /~~ ~ ~~ PO BOX 280801 O~ V Harrisburg, PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201-18-7152 01122009 10061925 Decedent's Last Name Suffix Decedent's First Name MI GENSLER ANNA M (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 1. Original Retum 0 2. Supplemental Retum 0 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate 0 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required death after 12-12-82) 8. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) (] 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ t 1. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number ROBERT G. FREY 7172435838 Firm Name (If Applicable) FREY & TILEY First line of address 5 SOUTH HANOVER STREET Second line of address City or Post Office CARLISLE State ZIP Code PA 17013 Correspondent'se-mailaddress: RFREY@FREYTILEY.COM r••a REGISTEt~DF WILLS US ES LY r ~ `a ° ' ~7 c:.J c-~ 1 r _, C-7 --i i ~~ iV =- , ~ .~ _, t -v _ ` .. _ ,. ~x~ ._ 7E~FILED ~~ i~ .C" Under penalties of perjury, I declare that I have examined this return, induding accompanying schedu a and statements, and to a est my knowledge and belie , it is true, correct and corn lets. Dedaretion of re arer Cher than a rsonal re resentative is based on all lnfonnation of which re rer has an knowled e. SIGNATURE PER~N RESPO BLE FILING ETURN D TE !ir d/ii r. ~1) n[ 1 ~ /.f ~i0 7 /~ Cl ADDRESS L 15D56D41114 Side 1 15056041114 r 1-t Q _,i~ C'"~ r-ra t ~ ~~ J~ PLEASE USE ORIGINAL FORM ONLY J REV-1500 EX Decedent's Name: ANNA M GENSLER Decedent's Social Security Number 201-18-7152 RECAPITULATION 1. Real estate (Schedule A) ........................................... 1. NONE 2. Stocks and Bonds (Schedule B) ...................................... 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages & Notes Receivable (Schedule D) ............................ 4. NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 9 6 92.0 0 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ........ 6. NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ........ 7 NONE 8. Total Gross Assets (total Lines 1-7) .................................. 8. 9 6 9 2 . 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) ................... 9. 7 0 9 2 . 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10. NONE 11. Total Deductions (total Lines 9 & 10) ................................. 11. 7 O 9 2. 0 0 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. 2 6 0 0 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... 1 g, 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. 2 6 0 0 . 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .0 4 5 2 6 0 0. 0 0 1 g, 117.0 0 17. Amount of Line 14 taxable at sibling rate X • 12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X . 15 18. 0 . 0 0 19. TAX DUE ....................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042115 117.00 (~ L 15056042.115 15D56042115 J REV-1500 EX Page 3 201-18-7152 Decedent's Complete Address: Flle Number DECEDENTS NAME NNA M GENSLER DECEDENT'S SOCIAL SECURITY NUMBER 201-18-7152 STREET ADDRESS CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty (1) 117.00 Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, L1ne 20 to request a refund. (4) 0.00 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. (5) 117.00 (5A) Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 117.00 Make Check Payable to: REGISTER OF W1LLS, 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 property transferred : .................. ~ty7'11 b. retain the right to designate who shall use the property transferred or its income : ................ c. retain a reversionary interest; or ..................................................... . d. receive the promise for life of either payments, benefits or care? ............................ . 2. If death occurred after December 12, 1982, did decedent transferprpperty within one year of death without receiving adequate consideration? ............................... . 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? .. ~ n 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART 0~ HE RETURN. For dates of death on orafter 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.S. §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.S. §9116 (a) (1.1) (ii)]. The statute does not exempt 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.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 four and one-half (4.5) percent, 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 twelve (12) percent p2 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. s» REV-1508 Ex+ (8-98) SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. COM NHER~aNCEOTnxRETURNAN~ PERSONAL PROPERTY ESTATE OF FILE NUMBER Anna M Gensler Include the proceeds of litigation and the date the proceeds were received by the estate. (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Anna M Gensler Debts of decedent must be reported on Schedule I. A. 1 B. 1 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. EXPENSES: Roth Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Carlisle Regional Medical Center Dialysis Corp.of America Final medical insurance premium, Freedom Blue Final electric bill to PPL Final telephone bill to Embarq TOTAL (Also enter on line 9, R~ (If more space is needed, insert additional sheets of the same size) Zip Zip 5,914 750 94 100 75 58 68 33 7.092 REV-1513 EX+ (11-08) ESTATE OF Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES FILE NUMBER Hnna m G ensler 21-09-0074 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 2116 (a) (1.2).) 1. Linda Gosthnian, 6 Cobblestone Dr, Carlisle, PA 17013 Daughter 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S O If more space is needed, insert additional sheets of the same size. LAST WILL AND TESTAMENT OF ?n!1; i4`. nn c r n. ANNA M. GENSLER ``"~ "'~"~ ~~ F'" `~ ~~ n~ rr:~ n~ I, ANNA iVI. GENSLER, unmarried woman, of One West Penn ,It~eti'.~1?t;'.$02 in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sou ~and'disgosSA~g~~ind, memory, and understanding, do hereby make, publish, and declare this~'s~`and for my-'Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executrix to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. 2. I direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, and that my body be interred on the burial lot of my parents, Jordy and Mable Hippensteel, located in Cumberland Valley Memorial Gardens, West Pennsboro Township, Cumberland County, Pennsylvania.. 3. All the rest, residue, and remainder of my estate, .real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath to my daughter, Linda L. Gosthnian, her heirs and assigns, but should she predecease me or fail to survive me by a period of ninety (90) days, the shaze she would have received shall be paid to her issue, per stirpes. 4. I hereby nominate, constitute, and appoint my daughter, Linda L. Gosthnian, as Executrix of this my Last Will and Testament, and I further direct that she shall not be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to the powers conferred by law, my herein named Executrix is empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is not under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shazes shall have undivided interests. ^~ d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the ~J trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or ~ propriety of any such sale or to see to the application of the purchase moneys arising therefrom. ~~ e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. -~ f. To compromise, settle or arbitrate any claim or demand in favor of or against the ~J trust estate. ~ g. And authorized in the discharge of fiduciary duties, to employ counsel and to •; J determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash Page 1 of 2 pages or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same .are authorized for the investment of trust funds under the laws of any governing jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this 4th day of June, 1998. ~'~"-~ \~ ~:ii-r~iv' ~",M I (SEAL) Anna M. Gensler Signed, sealed, published and declared, by Anna M. Gensler, the Testatrix above named, 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 attesting witnesses. Page 2 of 2 pages ©M&T Bank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Frey & Tiley Attorneys At Law 5 South Hanover Street Carlisle, Pennsylvania 17013 Re: Estate of Anna M Gensler Social Security 201-18-7152 Date ofDeath: January 12 2009 Phone (888)502-4349 Fax (302)934-2955 March 13, 2009 Dear Sir or Madam: Per your inquiry dated March 10, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type ofAccount Checking Account Account Number 611840 Ownership (Names ofJ Anna MGensler* Opening Date 9/30/82 Balance on Date ofDeath $ 6,991.97 Accrued Interest $ 0.00 Total --------------------=------_ $ 6,991.97 Please be advised, there was no safe deposit box found for the above decedent * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our High Street Carlisle Office # 717-240-4536. Sinc ly, ~ ~ ~ ~, ~IC1~%c~xi rage Hare Adjustment Services