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Home My WebLink About12-10-09 (2)J 15056051058 REV-1500 EX (06-05) PA Deptrbnerrt D< Revenue OFFICIAL uSE ONLY Buroeu d Individual Taxes County Code Year FYe Number Po eox 2eosot INHERITANCE TAX RETURN ~~ 0~ > ~~ He"i'b"g~ ~ 1728~~ RESIDENT DECEDENT C~ ENTER DECEDENT INFORMATION BELOW Social SatwrMy Number. Data of Death Date of Birth 193-12-6406 05/06/2009 06/24/1824. Decedent's, Last Name Suffix Decedent's First Nama ~ MI Gaenzle Q!i"enr Ta c ~L p (K Appligbp) Errter surviving Spouse's IrNormation 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 r ~;E 2. SupplemerKal Retum =;,W`,,,.';a 3. Remainder Retum (date of death fw ;:~ 4. Limited Estate ~ ~ 4a. Futuro Interest Com promise (date of prior to 72-13-82) ,. 5. Federal Estate Tax Retum Required death aRer 12-12-82) `~~ 8. Decedent Died Testate b°. „s (Attach Copy of WIII) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 1 8. Total Number of Safe De posk Boxes ~""~ 9. Litigation Proceeds Received *~"~ 70. Spousal Poverty Credk (date of death t ~x 11. Election to tax under Sac. 9113(A) between 12-31-91 and 1-1-95) (AUach gqt• O) CORRESPONDENT - TNIS SECTNNI MUST t1E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION 8HOULD BE DIRECTED T0 Name : _- _ Daytime Telephone Number Gregory R. Reed, Esq (717) 238-0434 Finn Name (ITApphcable) _ _ r REOISTEI~F WILLS US~1LY cc " First line of address r..~-~ ~ ~s ; '~ C? n:, > ~.t "'C1 ~ ~ 3120 Parkview Lane ~ Second line of address _ ~ ~ ~ ~ "' C: ~ ~'_7 ~~~Lr,t A J C' S ~ -x~ City or Post CMfice _. State..... 21P Code ~ ~ "] ~/1~ FILED ~ i ' tart Harrisburg PA 17111 "c; '~ Correspondents e-maN address: Under penaMes of perjury, I dedere that I have examined this realm, indudfrg aaxtmpanying schedules and statements. and to the beat o1 m k le true, correct and complete. Dadaralbn of preparar other than the personal representatlve le based on all i y kn~dGe and bekeT, SIGNATtl4E OF PERSrfIJ nfonnedon of which preparer has any luxxvledge. ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE PLEAiE UsE ORIGINAL FORM ONLY l.. 15056051058 Side 1 15056051058 S ~- ~~ ~ 1 ~ _J 15056052059 REV-1500 EX t~e~aerr8 ~~: Gaenzle RECAPITULATION ~~~ D Gaenzle 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 8 Notes Receivable (Schedule D) ................. . . . . . . . ..... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. Decedent's Social Security Number 193-12-6406 151,738.96 1,093,345.52 '. 8. Jointly Owned Property (Schedule F) ~~ "> Separate BiNing Requested . ...... 6. 7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Property - ° - _ ..., (Schedule G) ~ Separate Billing Requested.. ...... 7. ._ ~ 45,000.00 8. Total Gross Aspts (total Lines 1-7)......... ............ w.__..._ _ ...... g. .. . ... _; 1,290,034.3 9. Funeral Expenses 8 Administrative Costs (Schedule H)... .... _.___.~... _ ..... 9. 25,840.50 10. Debts of Decedent, Mortgage LleblNties, 8 Liens (Schedule q .......... ...... 10. 11. Total Dsduetions (total Lines 9 8 10) ............................. M.. _ ...... 11. __ ..,,, ~ ~.___ ,. 25,840.50 12. Net Value of Estab (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not Deen made (Schedule J) ........................ 13. 14. Net Valw 8ubJect 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, or transfers under Sec. 9116 _ _ _ . (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable _._._. ~~ _ _ at lineal rate x .0 45 i 1,264,244.03 16, 17. Amount of Line 141axable ' r° at siWin rate X 12 1,284,244.03 g 17. 18. Amount of Line 14 taxable ~ ~ ' ~ ~ ~ ~~ ~ ~ ~°" " " at colleterei rate X .15 18. _,.. _ 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 56,890.98 56,890.98 15056052059 Side 2 15056052059 REV•1500 EX Page 3 Decedent's Complete Address: _„_,~, y„ , ~,_~, FtM Number DECEDENT'S NAME :._ ~ ~ Gaenzle D Gaen2le DECEDENT'S SOCIAL SECURITY NUMBER STREETADDRESS 193-12-6406 504 Spring Run Drive cm Mechanicsburg srATE ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments 56,890.98 A. Spousal Poveny Credit B. Prror Payments 45,000.00 C. Discount 2,250.00 3. InteresUPenalty ff applicable Total Credits (A + 9 + C) (2j 47,250.00 D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. H Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Pays 2, Uns 20 to request a refund . (41 5. ff Line 1 + Line 3 is greater than Line 2, enter tfle diBererroe This is the TAX DUE . . (5) 9,640.98 A. Enter the interest on the tax due . (~) B. Enter the total of Line 5 + 5A. This is the BALANCE OUE . (5g) 9,640 98 Make Check Payable to REGISTER OF WILLS, AGENT '=t., d,, ..~~ 3.H,1, ~„ ? A ~°i3+`~~e~'4 ~ L ~~ 4~x~ ~l~v} ~ a Ei~'L ~3•~'r c } ~ ~ i a+•:~ Y. i!~I ~+~a = l Q ~~' ~ ~ ~ ~ ~ ' ~ q °~y§ ~ ~~ j ~ ~ r vu l i ai.. Y . $L C A il i v °~ 'Y~ 3 q ~ : . 1. 1'3 ~^ .a~/.^ I. A"*ly PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes ~ a. retain the use a income of the Property transferred :.......................................................................................... ^ ^x b. retain the right to designate who shall use the Property trarrsfemed a its income :............................................ ^ c. retain a reversionary interest; °r .......................................................................................................................... ^ d. receive the promise for life of either Payments, benefits a care? ...................................................................... ^ ~} 2. ff death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate considera8on? .............................................................................................................. ^z ^ 3. Did decedent own an "in bust for" or payable upon death bards acaouM a security at his or her death? .............. ^ 4. Did decedent own an Individual Retirement Account, annuity, a other non-probate property which contains a benefidary designation? ........................................................................................................................ ~ ^ IF THE ANSWER (TO ANY iOF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~~~iP.~,~.,gf, '. .f. ~, i'=($'°r .~5 Sgt, a~a~t-.y'"i°r '~3p ~r eF ~~1~2¢Y~~iaau~'~~i..~4~Fi.,,;?!"~ki 8'§i ~fl yt~k ..3~r~'~.ki':,~ M1~W' ~rad`Y'-i! .=?_..6 ~;.'~# ~e *~1~3: R+ 'r .u ~' rc~ 'y~a• fl#„^,. a ..slac`k` ,lt. n ,...,_~ . ~~ti ~#'~ !zi. "~~~~~&~_'~, ri 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 fa the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)l• Fa 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 [!2 P.S. §9116 (a) (1.1) (ii)). The statute does not e~ot a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable evend the surviving spouse is the only benefiaary. Fa dates of death on a after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased ddld twenty-0ne 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)(1.2jj. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries 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 [72 P.S. §911 B(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 bkxxi a adoption. SCHEDULE"A" REAL ESTATE ESTATE OF: Jack D. Gaenzle, deceased ITEM NUMBER DESCRIPTION FILE NO. 2009-00479 VALUE AT DATE OF DEATH 1 • 504 Spring Run Drive, Mechanicsburg, Allen Township, Cumberland County, Pennsylvania (see copy of HUD-1 attached hereto, marked Exhibit "1" and incorporated herein by reference) $ 151,738.96 (Net) TOTAL SCHEDULE "A" $ 151,738.96 (Net) SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF: FILE NO. Jack D. Gaenzle, deceased 2009-00479 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 • New York Life Annuity (Account #A1P320637) $ 20 406.25 2. PNC Bank (Checking Account # 5140211582) 25,863.71 See copy of PNC letter attached hereto, marked Exhibit " 2" and incorporated herein by reference. 3• Allstate Annuity (Acct # GA0588914) 132,511.84 See copy of Allstate letter attached hereto, marked Exhibit " 3" and incorporated herein by reference. 4• Morgan Stanley Smith Barney (Acct # 739-31772-11 421) 820,649.05 See copy of statement attached hereto, marked Exhibit "4" and incorporated herein by reference. 5• Morgan Stanley Smith Barney (Acct # 739-31772-12 421) 100,605.53 See copy of statement attached hereto, marked Exhibit "5" and incorporated herein by reference. 6• Car - 2004 Mercury Grand Marquis - 30,000 miles 5,500.00 7• Four oil paintings 7,350.00 Copy of appraisal is attached hereto, marked Exhibit "6" and incorporated herein by reference. 8• Coins 100.00 Copy of appraisal is attached hereto, marked Exhibit "6" and incorporated herein by reference. 9• Lititz Mutual Homeowner's refund 215.00 See copy of check attached hereto, marked Exhibit "7" and incorporated herein by reference. 10. SERS Refund 550.44 See copy of check and cover letter attached hereto, marked Exhibit "8" and incorporated herein by reference. TOTAL SCHEDULE "E" $ 1,093,345.57 SCHEDULE "G" INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF: FILE NO. Jack D. Gaenzle, deceased 2009-00479 ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 • Dianne Gaeazle (12/15/08) (12,000 - 3,000} $1,000.00 2• Holly Gaenzle (7/20/08) (12,000-3,000) 9 000.00 3 • Jack W. Gaenzle (11/ l S/08 (12,000 - 3,000) 9,000.00 4. Laura Gaenzle (11/18/08] (12,000-3,000) 9,000.00 5• JasonGaenzle(11/15/08) (12,000-3,000) 9,000.00 6. PA 529 Investment Plart (12/27/08) (10,000.00)* 7• PA 529 Investment Plan (12/27/08) (10,000.00)* 8. PA 529 Investment Plan (1/25/09) (10,000.00)* 9. PA 529 Investment Plan (1/25109) (10,000.00)* 10. PA 529 Investment Plan (2/6/09) (10,000.00)* 11. PA 529 Investment PIan (2/6/09) (10,000.00)* 12• PA 529 Investment Plan (3123109) (10,000.00)* 13. PA 529Investment Plan (3/23/09) (10,000.00)* TOTAL SCHEDULE "G" $ 45,000.00 ' Exempt under the TAP Act SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF: FILE NO. Jack D. Gaenzle, deceased 2009-00471 ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH A. Funeral Expenses: 1. Dougherty Funeral Home $ 9,906.00 2. Ministerial Services 250.00 B. Administrative Costs: 1. Chandler Hall (nat covered by insurance) $ 5.00 2. Sentinel. (advertise estate) 145.06 3. Cumberland Law Journal (advertise estate) 75.00 4. Attorney's Fees 10,000.00 5. Jim Springer -CPA fees, POA for financial accounts 365.04 6. Short Certificate Fee 12.00 7. Mick Mauppen -cleaning 60.00 8. Cumberland County Register of Wills 722.00 9. Returned to SERS 1,721.75 10. Chandler HaII 1,603.69 11. Executor's Fees 750.00 12. Hobensack and Keller, Inc. (appraisals of personalty) 225.00 TOTAL SCHDULE "H" $ 25,840.50 ~ + SCHEDULE "J" BENEFICIARIES ESTATE OF: Jack D. Gaenzle, deceased ITEM NAME AND ADDRESS OF NUMBER BENEFICIARY A• Taxable Bequests: 1. Holly L. Gaenzle 8205 Spruce Mill Drive Yardley, PA 19067 2. Jack W. Gaenzle 2479 Glime Drive Mechanicsburg, PA 17055 3. Jason P. Gaenzle 18005 Tilden Road Hiram, OH 44234 FILE NO. 2009-00479 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Daughter Household furniture and furnishings, $500,000 plus 50% of residue Son Real estate and 50% of residue Grandson $75,000.00 B• Charitable and Governmental Bequests: None ~~aiement • M~M'saiMr~ar~YMMMMldn IMi NI1~WwiMrrM1•~M ~yrriEb g~4Y~iniM~irl i~Ir i~ip Cw~~M•w~w SnMS. 1/wNnph•tlbWinYin, w iee..eww~ii.iror.-~eawraiiM~~biif...as~ ~wo~ba n.c...si.wvNe.a.ae.e.i ^~•!'•i~M~w4CbWao1~W'riiii i0. Ta~~ wn ry~wyrr sim•wwrrbrm nunyw. iyau 0i Ml na+e.yaraana ~wT.r.1~iN u~rsawer~wnmws i•bmYib Ny oonw luwrw r.rwu~°m `n.~ror~ ne ._. ~ __ ecuenla~agNAnrpgsg ~ - ~uFnlal uewwwwc•oo~[ss~ SEUEp9) v~gNE M1N~C ~ Ml ...~.....nw.ee.rn. U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT 1 tern eueur .........~~ FAeNunl6ar.08-01Sp 101°"~,cawlwth.lmea.xE: PAGE2 r~.xo1e88 SMllenwil Snawn c.Ld.A llcnorw,e -..ti.... 700. TOTAL 5ALESfBROKER'S COMMISSION on 17S .00 ~ 10320. ' PAID FROM ~ ' PAID FROM 01 RROWER S SELLER'S 701 FUNDS AT FUNDS AT 10320.00 b HOWARD HANNA REAL ESTATE SETTLEMENT SH7TLEMENT 703. y 7 320.00 800. REMS PAYABLE IN CONNECTION WITH LOAN ! A ~~ 77 .00 ' F . Loin Fee P. Sett .O.C. 350.00 25 00 ~ ~ LR US Fl1atNatloml dC . 16.80 LR . tef Artlercierl FIItt NeUonal B k d Ch 25.00 al aatar LR 1250 ~. WksF FrAtNaliolgl dCtlastrCou ' F Yeion b Flat Nt4k11u1 Btatk d CII~T LR .00 325.00 iQ 11. 900. REMS RE BY LENDER TO BE PAID 84 ADVANCE 08Riaf2004 07101 1 ~ b d UO LR 75835 ~~ kla1xa11~ ~ 519.00 1000. W~ FOR 1 3 4333 LR 128 75 . 1 6521 hln 1 Tax 1 T S 51.91 LR 258.55 1 ~ 13 171.56 ~ • ~p.~ First NMio11tl Bank d C LR 14 p 1100. TITLE ES 11 T ~. ~.~ 11 f BaTTiatrs AtisUaet 100 11 F Balrfat«slam Win- 11.00 1101. 11 11 t9lTieh 11 35.00 10.00 No: it . r Barristers Lam AtiatraLt C 925.31 7sx Naeie rata ,1 1st .00 - 111p. 17 .ao -923.3'1 1111 B.rrw.rs Atgtrset 50.00 111 TA BartiMe-s 100.00 11 . Abstract ~_~ 1200. GOVERNI~NT RECORDING AND TRANSFER CFIARI3ES 1201. 48.50 .50 107.00 1 ~~ 1750.00 t T 1750.00 1 ~.~ 1~• d Cumtwlam ReeordsrdDesds 37.00 1 1300. ADDRIONAL SETTLEMENT CHARGES T BWrbOns .00 1 CsrlbT`- POC 8 1 AIMn T ' 11200 T A. Y Sr Tax CoBsetor 699.17 1 HSA 419.00 1308. b 0 Ratedona 15.00 1307• PA SCDU 1 161.70 1308. 1 50.00 10000. 1400. OTALSETTt.EMENTCHARGES i 10813.32 53090.17 w~u un ~trt•~l{>A w wool AIV dRl9t /yetgM NMiY r Inl tEMeww~Elrwr~M/YMOMq~ryYe.A~M~~q hnl.eYtt Y1w ~10e~W Y1nW~gYwsYr MOlrwNeYWn~el m/~rnl I/\,®-~I~\^' ~ MIP M111rw ncM~~O~mgrgMMA•t elwlwaEMnlwt 1 I~MD sTMfs °M~ ptANYr c~pIDIFKpF~ ~TI~ES lip nip y~ C71p GOi NCLUDE A FNE A11D MMMBOMYENT. FOII OETAxd SEE 11TLE tt. U.B. COOS 8lCTIDN 10n AMD SEC710N tnQ rnec...,,.._ ~_..~____.., _ . PAGE 3 MiZAT10 H L NE 1308 1 REDUCE OF e BUYER g~~R 1 1. 50.00 1 T 40000.00 1 1 1 1 1 1 11 1 1 11 11. 1 14. 1 it. 1 7 151 1 19. . T AL NIA 1 50.00 40 000.00 .0•.29. i{~09 11:i3AM PMC BANK 412-745-1147 ~0.7(~06 P. 1;2 -----.~ t July 29, 2009. • 91D 20~rParkvia+v I,n~ . Aacrisburg, PA ] 7111 RE: Ns®e: Jact: D' GAeot]e SSN: • 193.12.64(16 DOD: 05.06.2009 DesrMr. Reed: . ~ eeapome ~ yotr tequeu fhr Datc of Death (DOD} bdmaes far the c~nstomer noted pbcwe, out cecoe+ds show the iolk~wmg: Ciwddsi Aeeowt • Aeoonnt 9 S]4021 ]Si2 Esodbl~h,ed: 07.1-1989 JACK D OAENZLE RVtH QAENZL.E DOD belgoree: S?.5,t61.83 } 1.88 accrued iatemt • Iaealmat Aecoeat , ~ decedent raemAaiped investmm~t Ac~tmt At 3SS89~43a. Fvr further intarmation, ~ o~ay ~ ~ 9ro]aaaee Dep+romeat at 1-E00-762.6111. • S~Ikt!' ~~ Hos The decedeot mecpptittied tat! dcpwlt box N 29PS JAOR D OAEAIZLE • RUTH OA~IZLE locoeed at: tlppcrAU.n 8r~ee • 1271Cin Aetes De UpperAtkn, PA 170SS' 717.713-1630 • £iZ•d i Pads 1 oft 69b8Bi£ZLTL-?l:_~_~ 6Ib696LLTt :aw~~ t-b•t+i ~-90-anti Aug. 10. 109 11:OOAM ~~1y~~~~~ o:~.:cl wc~ rwn ziuuz rNo.3993'~eP. 2 ``~~ ~ LMr aw...o, ~~ //~~ ro ear€eo~ * +aooass.ei~ rf~~~l~. unadn NE ee~ot-0+eo FR +~e~+ooe .KC9c o G~e1a6 Nqv~ 10, Gov 1 H UF~tOpc MANOR liOU~E rwr Raw fe0 8~'GYMONeE iT NEWipNN PA 1MN0~ P1~1C E OINATALE 12710M /VCR ~ NC ~~~~ PA 1TOe6~6e54 SMb^nellt DNA OSIO~fN ToTO 06M61M FerFer A q1~ .........~i1R~'/1I~N~UITV'V/1tL!'y1i'OF eahspa•pr~•••••••°~ f tilall.~t AC7N{7Y ?fMi rER10Or 4e8im~p Aom~d ^eNnoe 051D0AOY .......................................... S 192,611.04 uNaaet Earn.d 05A6A8 wru 06A610Y .... ......................................... _ ,00 EnYeq ACpppk Balance 061bBA9 .............. ................ ...........:192,511.04 A00011NT VALUE OE7AIL Ai OF aaAUea: ~+rnl Farad Igle V~Mw ~' 9.00% =40.178.34 9.00% = 09~02A'.~ '-°°~ s 2a~~+ N.w dredFe. annwl relet for each +bne wi ea ae4xmir+aa~ when.>M cur-.n pnraNee eerie. N you Kara "'~' quy~ ~ may. vas aerNeet your w-esr+mliw N ya,r ina~Bei inellpAlcn, ~ Ei~l20E,LNpt ~M~ O d it V Q C d ~. N V ~ pl~j d Z~~ a~~~ yC ~ Y. N ~ ~! ~. {~ aj w $ A r °~ C A :8 7 y 2 ~ •~ _ U ~ p : QQt~ t ~ J ; _ ~ ~ ~ ~ ~ i _ C Q 'y~ ~~ ~~$ ~ ~ ~ m t7 ~~gZ~~~ ~ Sia.c~~~e~,~ V SdS W eN q - ~~ ~ ~ r V A e'~a A ~. ~~~~ ~~ o~ ~~~ ~- ~ ~ ~ o <: ~~Oi $~ 3 ~ 7 ~ ~~ ~ pqpq ~Oi 9~ Ea ~ a t ~g_ cc~ i = ~'~ ~~! ~2 ~ ~ ~ ~- ~~~ ~ ~~ ~~ m d: A • b • s e . Smith Barney Reserved CIiE R L 000D1 Individual Retirement Accoi a 577 00D11966 A T S M I T N e A R N E Y May 1 -May 31, 2009 eaooooorat~ aosrsaaFOr wscoossea .AACKR GAE1112LB Afxou, Veer 9rekeriDular Is CGM NtA cl1S71ppgp cmaROUP cuoeA~ MKTS iNC 1W sPRAYG Rlll~ DRI VE . Yav FMrmcid Advitw MECNANM.~I/RQ PA 170b6.6S!*p DYWNE LUTZ ea9c eROADCasrxeG Ro Resarvad / 8TE 100 PO 80%5719 eWOMISSING PA 19510 s1o47e~5oo _ _ Em W: di~.m.lutslsmhhbarneY.cam vrww. W riilbbarnsy.oern C~ouP Gbb+l Markan Inc.. msrnbar principal aaahanpas, and 1M Sscuritkta Investor Proesetlon Corporation I9MCl. Smhh 9arnsy is • division and sarvip mark d Ch kAsrkan ~~ Mfd ~ re9nrNrad 1M h ouy out the world. Citl arM Cin wflh Arc Osaipn a ~~ worb. kywk~ snd rsyirnered thr np WeaMASM is • sarrlq mark of Chi group Global Marken Ine. re trademarks arro ssrvica marks of Cidgraup Irc. and ib afR smeks t Fair Market Valve 1?131109 I.aat DsrlOd • lao.59o.a9 ~ 18.12 rim x Gsh, Irtolesy fw1d, batik d.posns 29 99.99 Opaniny balanea ~ / ~ ~ ~ Money fund earnkps rakwesNd -'_ CIesM9 balanoa ~ 1 • 100,606.74 A ksr rrtedk balarw M any setairieiss account may M pe ANhouyh properly aceoufltad for on ow books and reoorc used for ow businns PurPOwA PoAfolio sum lMerea9ttad aun ar Ik»s1 to does It ]3.7rs1 c ti smith Barney 6eyNalbg wtal value (eael agar. im.) ~ i Net aeswity depoainAVidrdraanb Net each depwtq/wlddrawala Bs~iny vskas net of daPOShs/widrdrawds 1 ToW valve as of 5f~20i1B le^el. ave. kat) 1 1 Chanaa in vsbr GailMloss sufnnary This Ifariod This yaarc HOBENSACK & KELLER, INC. P.O. BOX 96, BRIDGE ST. NEW HOPE, PENNSYLVANIA 18938 (215)862-2406 Estate of Jack D. Gaenzle c% Gregory R Reed, Esq. 3120 Parkview Lane Harrisburg, PA 17111 October 7, 2009 APPRAISAL 1 Oil Painting - 9" X 15" -Landscape of creek -signed M.L. Shenfelder - dated 1912. 150- 1 Oil Painting - 9" X 15" -Landscape of bridge and creek -signed M.L. Shenfelder. 150- Oil Painting - 21" X 26" -Woodland landscape -signed C.H. Shearer - dated 1913. 2,850- 1 Oil Painting - 24" X 30" -titled "Springtime" -signed Carl Weber - circa 1910. 4,200- Lot Miscellaneous European coins collected during Mr. Gaenzle's military service in World War II. Coins dated 1925-1945. 100_ I, Laurence D. Keller, do hereby certify that the above statement of appraisal is to the best of my knowledge accurate based on fair market values. I also certify that I am a current member of the Pennsylvania Antique Appraisers Association. ~ _ _ ~IIt~~~111~~~tt11~1~11~t~11~1~111~It~It1~1~11~~111~~1~1tf111~~ GAEN2LE~ JACK D C/O JACK W GAENZLE 2479 CLIME DR MECHANICSBURG PA 17055-5374 umz MuruA~ aauwurc~ coMPANr CAtH FUND IITITZ~ PA !7543 s/oe/oo nvotrn sort cAxc~am Porzos 4-57 ao-ea-ee >aPZnxtla a/sr/ost r~ - aAttasrs. r~ac a o/o J~ x aAttNaas saso drsls alt 1®CHA1tIC8SaAD PA 170aa-abT~ /I00001S N@610t S-W-Z CA1106 nA'li - x/01/OG ntwf tt»u PAOP1tT! 807.D o~oclc >rultt>mt AvC osal~as DETAgI AND NETAIN nNE RATItRNT. THE ATiAtINO CMECK ^ NI tATNR#T Of ItdlE Ot7CINEED ANOYE. a ror caaECT -LtAiE Nona us vNOrnT. ND NECEirT OpNN:D. 3 ,:,.:. AMOUNT - TE~t,iO DAYS :<~ - `."""" r n` w u .: p- >rw ~ xy 4 x V.~ y F ~ , . qi yk`Y ~r~,i~y+t !3! y ~ f i 4 ` /~ 3 ~J~ ~ it '., ~ C:,-' zla.oo -..!!'.~3.5...~...~q 7 pN 1.0 3 L 3 0 g i~ ~' [l O S L R 1. E! f1f1._~o..~._........._._.~. =-~. ; A/ ~.1 t Commonwealth of Pennsylvania State Employees' Retirement System 30 North Third Street, Suite 150 Haeisburg, Pennsylvania 1 71 01-1 71s E www.sers.atate.pa.us R Telephone: t-800.633-6461 Fax: 717-237-031)3 August 28, 2009 HOLLY L GAEN2LE & GREGORY R REED EX JACK GAENZLE ESTATE GREGORY R REED ESQ 3120 PARIMEW LANE HARRISBURG PA 17111 Member SSN: XXX-XX-6406 Dear Beneficiary: Benefidary SSN/EIN: 94-6804653 A check in amount of $55Q.44 will be mailed to you within two weeks. Federal withholding in the amount of $0.00 will be withheld for federal tax purposes. If you.have elected to rollover your payment, the taxable potticjn of 50.00 will be transferred to your qualified plan. This payment representing your designated share of 100.00% in the final settlement of the account of JACK D GAENZLE, will ~e mailed to you within two weeks. If the individual listed above was a member of the Retirement system before January 1, 1982, their contributlons prior to that date were. taxed ore part of their gross income at that time. Therefore, no taxes are being withheld on that portion of their contributions. The difference between the amount of your payment and your share of the deceased member's non-taxable contributions, if any, is taxable for federal Income lax purposes. This payment has been reported to the Internal Revenue Service. If a 1099R form is not enclosed with this letter, you will receive one prior to January 3f of next year, with the necessary tax information regarding this payment. Under current law there are no Pennsylvania state or local taxes on any benefits paid;';°from this system. .This letter and the 1099R form that you receive should be kept in a safe place, as you will need the infom~atlon when filing your Federal Income Tax Return. This is the only notice you will receive. Sincerely, ~u~ tKl~• ~G/ / ~1 Debra G. Murphy, Director Benefit Determination Division etb~lFS~ I111111Illlillal ICI II~1111111111111111IIIII IIIi 11111 III III IIII fr LAST WILL AND TESTAMENT OF JACK D. GAENZLE KNOW ALL MEN BY THESE PRESENTS, That I, JACK D. GAENZLE, of the Township of Upper Allen, County of Cumberland and Commonwealth of Pennsylvania, do make, publish and declare this instrument to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST - I direct the Executors hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently may be done after my death. I further direct the Executors hereof to pay all inheritance, estate, transfer and succession taxes which may be levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. SECOND - I give and bequeath the sum of Seventy-Five Thousand and 00/100 ($75,000.00) Dollars to my grandson, JASON P. GAENZLE, if his father/my son, JACK W. GAENZLE, is alive at the time of my death. If his father/my son, JACK W. GAENZLE, predeceases me, this monetary bequest to my said grandson shall double to a total of $150,000.00. Furthermore, if and only my said son, JACK W. GAENZLE, predeceases me, the aforesaid gift and bequest of $150,000.00 to my said grandson, JASON P. GAENZLE, shall be held IN TRUST by my daughter, HOLLY LORRAINE GAENZLE. My said trustee shall disburse and pay to my said grandson all of the principal and income of said trust, in substantially equal annual installments, over the five (5) year period following my death, or ~~ i'= 7~R Page 1 JDG W-1 W-2 ~. sooner if warranted in the sole judgment of my said trustee. Furthermore, and notwithstanding anything herein to the contrary, the said monies shall not be held in trust or, in the alternative, the trust shall be immediately liquidated and all principal and undistributed income disbursed to my said grandson, if he has earned or does earn a bachelor's degree from an accredited college or university. THIRD - I give and bequeath all of my household furniture and furnishings, appliances and personal effects to my daughter, HOLLY LORItAINE GAENZLE. I further direct the Executors hereof to pay the costs and fees of a moving company to move the said household furniture and furnishings to my said daughter's home in the Philadelphia area. FOURTH - I give and bequeath all of my tools, equipment, and fishing and hunting gear to my son, JACK W. GAENZLE, on the condition that he survives me. FIFTH - I give, devise and bequeath my real estate situate at 504 Spring Run Drive, Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania to my said son, JACK W. GAENZLE and my said daughter, HOLLY LORRAINE GAENZLE, or their survivor. If either said child fails to survive me, this gift, devise and bequest shall lapse as to the deceased child. SIXTH - I give and bequeath the sum of Five Hundred Thousand and 00/100 ($500,000.00) Dollars to my said daughter, HOLLY LORRAINE GAENZLE, or if she fails to survive me, to her daughters, to wit: MAIA ELIZABETH GAENZLE and LAURA QUINN GAENZLE, to be divided equally among them, share and share alike. Although this is a bequest ~~JDG W/~~= W~~ Page 2 without conditions, it is designed to help and assist my said daughter with the education of her daughters. SEVENTH - I give, devise and bequeath all the rest, residue and remainder of my Estate, both real and personal, as follows: (a) Fifty (50%) thereon to my said son, JACK W. GAENZLE, on the condition that he survives me. If my said son, JACK W. GAENZLE, fails to survive me, then I give, devise and bequeath the entire residue of my estate to my said daughter, HOLLY LORRAINE GAENZLE, or if she fails to survive me, to her daughters per stirpes; and (b) Fifty (50%) percent thereof to my said daughter, HOLLY LORRAINE GAENZLE or, if she fails to survive me, to her daughters, per stirpes. EIGHTH -Nevertheless, and notwithstanding anything herein to the contrary, if any beneficiary of this, my Last Will and Testament, shall be less than twenty-five (25) years of age at the time of the distribution of my estate, then I give, devise and bequeath that beneficiary's share of my Estate to my said son, JACK W. GAENZLE, IN TRUST, for the care,. maintenance and education (including college education, both undergraduate and graduate) of my said beneficiaries. Said Trustee shall have the right to use both principal and income to accomplish the purposes of this trust. When all beneficiaries shall have reached the age of twenty-five (25) years, my Trustee shall distribute principal and undistributed income, if any, equally between them. ~~~ JDG W-1 W- Page 3 NINTH - I appoint my said son, JACK W. GAENZLE and my said daughter, HOLLY LORRAINE GAENZLE, or their survivor, Executors hereof. I do hereby give to the Executrix or Executors hereof full power, discretion and authority at any time or times to sell, at private or public sale, mortgage, lease, pledge, exchange or otherwise deal with or dispose of the property comprising my estate upon such terms as deemed best, to settle and compound any and all claims. in favor of or against my estate as deemed best and, for any of the foregoing purposes, to make, execute and delivery any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefor. LASTLY - I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give Bond and that if, notwithstanding this direction, any Bond is required by any law, statute or rule of court, no Surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of five (5) pages on the margin of which (except this page) I have affixed ~`~~ JDG W-1 W-2 Page 4 my initials this ~ day of ~c,wt~_, A.D. 2008. (SEAL) ~~. , Signed, sealed, published and declared by JACK D. GAENZLE, the above named Testator, as and for his Last Will and Testament, in the presence of us and each of us, who at his request, and in his presence, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSLVANIA COUNTY OF DAUPHIN :ss I, JACK D. GAENZLE, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by JACK D. GAENZLE, the testator, this a21'~' day of .TwH.e , 2008. 17 CK D. GAENZ ,Testator J No blic ^d(~J1~r:fi+t S=CAL ~. NANCY L. ANDEPSON, Notary Public Swatara Twp•, Dauphir- County Mf- Commission Expires Jan. 28, 2011 AFFIDAVIT COMMONWEALTH OF PENNSYVLANIA COUNTY OF DAUPHIN :ss We, Gregory R. Reed and Susan F. Reed, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Gregory R. Reed and Susan F. Reed, witnesses, this.~'t~ day of ~'wy.~ , 2ppg. fitness - ..~ Witness .6 ill/'.V /A W~1%~/~~~ N tary ublic ,..r.'a9dSYL~ir~liN COMMt)i~'~,NCY~~~AL SEAL NANCY L. ANDERSON, Notary P~ Swatara 'Twp., DauphM Co1M~ [qty Commission Expires ~~• ~~ 2011 CODICIL I, Jack D. Gaenzle, of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be a codicil to my will dated June 27, 2008. FIRST: I hereby amend Item FIFTH of said will so that it shall hereafter, in its entirety, read as follows: I give, devise and bequeath my real estate situate at 504 Spring Run Drive, Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania to my said son, JACK W. GAENZLE, on the condition he survives me. If my said son, JACK W. GAENZLE, does not survive me, then I give, devise and bequeath said real estate at 504 Spring Run Drive, Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania to my said daughter, HOLLY LO1tRAlNE GAENZLE. SECOND: In all other respects, I do hereby ratify and confirm my will dated June 27, 2008. I have signed by name this ~ day of O c-`f'0 ~e iI` .2008 .~ k D. Gaenzle, Testator Signed by Jack D. Gaenzle, the testator, as a codicil to his will dated Jun 008 i the presence of us, who at his request, and in his presence, and the presence of eac other hav signed our names as witnesses. ~. ~ 4 1 l d S~a ~+. n ACKNOWLEDGEMENT AND AFFIDAVIT Commonwealth of Pennsylvania County of Dauphin ss We, Gregory R. Reed, ~u sct n f' Re.e d and Jack D. Gaenzle, the Testator in and the undersigned witnesses to the codicil, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testator, do hereby acknowledge that I signed the instrument as a codicil to my 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 Testator sign and execute the instrument as his codicil, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the codicil as a witness and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this ib"'~' day of ~C~b~ tr , 2008. /Jnn~ ~'' {.c~w~ire~~ Notary Public COI~~!dICN_~A!`~i~r'~i Or PENNSYt.VAN1A NA;+iCY L. Al~DEf:SON, f~utary Public Swaiara Twp., Dauphin County PAy Commission Expires Jan. 28, 2011 i -pv-6 ... ~. ~., c Witness Register of Wills of Dauphin County, Pennsylvania INVENTORY Estate of Jack D. Gaenzle Jr. No. 2009-00479 also known as Deceased Date of Death Mav 6, 2009 Social Security No. 193-12-6406 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 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, an~at Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a orandum ire end of this inventory, I/We verify that the statements made in this Inventory are tme and corr~t. I/We wand that~se statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsificatio)~orities-n Attorney: Personal Representative: Personal Represe D~ O Gregory R. Reed, Add Esq. Holly L. Gaenzle ~ Gre o R. Reed, ~~ c~ ress: 3120 Parkview Lane 8205 Spruce Mill Drive 3120 Parkview Lar~ej ~ ~'~' 3 Harrisburg, PA 17111 Yardley, PA 19067 Telephone: (717) 238-0434 Dated: Harrisburg, PA 171;.1.1 ~ o~ ID No.: 23705 Dated: v w ~ Description Value 1 • 504 Spring Run Drive, Mechanicsburg, Allen Township, Cumberland County, Pennsylvania $ 151,738.96 (Net) 2. New York Life Annuity (Account #NP320637) 20,406.25 3. PNC Bank (Checking Account # 5140211582) 25,863.71 4. Allstate Annuity (Acct # GA0588914) 132,511.84 5• Morgan Stanley Smith Barney (Acct # 739-31772-11 421 ) 820,649.05 6• Morgan Stanley Smith Barney (Acct # 739-31772-12 421 ) 100,605.53 7. Car - 2004 Mercury Grand Marquis - 30,000 miles 5,500.00 8. Four oil paintings 7,350.00 9. Coins 100 ~ 10. Lititz Mutual Homeowner's refund 215 DD I I • SERS Refund 550.44 TOTAL S 1,371,084.53 _--r _~ t=i-i +. t:, ~ ~~ ire ~:Za a ~:~ r,_~ f,t ' C;'a -,;.rt _.. --n C'7 t- rn ~,~ Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717)240-6345 FAX (717)240-7797 Bill To: GREGORY R REED 3120 PARKVIEW LANE HARRISBURG, PA 17111 InvoiceNo: Invoice Date: Estate of: Estate No: Qty Fee Description Fee Total 1 Additional Probate 150.00 $150.00 Total: $150.00 2785 12/10/2009 Tack Gaenzle 21-09-0479 w~ Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you.