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HomeMy WebLinkAbout11-05-101505610101 REV- i ~00 Ex (oi-io),!1 OFFICIAL USE ONLY PA Department of Revenue pennsylvania o~FAArM~Nr ~~ R~~--~~~~ County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN ~ /,~' PO BOX 28o6oi i y r~ ~,/ Harris~ur~, M 1']121-~G~1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2/08/2010 08/04/1918 Decedent's Last Name Suffix Decedent's First Name MI Gaskin Wanda J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O p 4. Limited Estate O O 6. Decedent Died Testate O (Attach Copy of Will) O 9. Litigation Proceeds Received O THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number r~s Joseph J. Gaskin 717 249-37~ ( ) O c, -~ ~-s SE O REGISTER O TC ~.'`r~''~ First line of address ~;~.~~-~{ 426 Arch Street ':4 Second line of address ~ ---I ~~' .~" City or Post Office State ZIP Code DATE FILED Carlisle PA 17013 Correspondent's a-mail address: JJGASKIN a~EPIX.NET -~~ _~_, t. r-; ~.., ;-.. ~ t _~ ~ P"'..~~~ ~ _ .: ---, -- _, ~_, .-} ~, 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 er than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE PERSON RESPONSIBLE FOR FILING RETURN DATE - 11/01/10 ADDRESS 426 Arch Street, Carlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Lsos61o1o1 Side 1 1505610101 J J 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: Wanda J. GaSkin RE CAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 0.00 2. Stocks and Bonds (Schedule B) .................................... ... 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E}.... ... 5. 4,713.49 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 2,$65.22 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 7,578.71 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 7,891.13 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. 0.00 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 7,891.13 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 0.00 TAX CALCULATION -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 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g. 19. TAX DUE ...................................................... ... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 J REV-1500 EX Page 3 File Number Decedent's Comalete Address: DECEDENT'S NAME Wanda J. Gaskin STREET ADDRESS 860 Carlwynne Manor Apt. A205 CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. CreditslPayments 0.00 A. Prior Payments B. Discount Total Credits (A + B) (2) 0.00 3. Interest (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, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, 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 :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ X^ c. retain a reversionary interest; or .......................................................................................................................... ^ X^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ ^X 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ ^X 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ x^ 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 years of age or younger at death to or for they use of a natural parent, an adoptive parent or a stepparent of the child is 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 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 12 percent [72 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. ~ pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Wanda J. Gaskin All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge cif the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F, It more space is needed, insert additional sheets of the same size. REV-1503 EX+ (6-98} SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NIJMBER Wanda J. Gaskin All property jointly-owned with right of survivorship must be disclosed on Schedule F. fit more space is needed, insert additional sheets of the same size) REV-1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NIJMBER Wanda J. Gaskin Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporationlpartnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. (If more space is needed, insert additional sheets of the same size) REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER Wanda J. Gaskin All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Wanda J. Gaskin Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) S~ Send Inquires to: 5000 Louise Drlve PO Box 40 Mechanicsburg, PA 17055 www.membsrsl story Main Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 ® TeleBranch: (800) 237-7288 MEMBERS 1St FEDERAL CREDIT UNION 4390 1 AV 0.335 4390-4390 *c =- I~~~III~~~III~~~~~~II~~II~~~~II~I~I~~~I~II~~~II~I~~I~I~~~I~I~I s WANDA J GASKIN J ° 860 CARLYNNE MANOR APT A205 J CARLISLE PA 17013 D n ~~ ~~ Statement of Accounts Sep 25 , 2009 thru Dec 24 , 2009 Account Number: 363994 Balances at a Checking Savings Certificates Loans: Money Manac Swipe 5 YTD Glance o.oo 4,010.62 0.00 0.00 lement: 0.00 Reward : 0.00 Page : 1 of 1 1099-INT s are not included in this statement. If you earned at least $10 in dividends on your account for 2009 you will receive your 1099-INT in a separate mailing in early January 2010. 1099-INT information will also be available on Members 1st Online early in January. SAVINGS ACCOUNTS Ste-: ~~ 1~ 0000 -REGULAR SAVINGS ~ vl r 1 ~- ~ ~ ~t -'--~'~' fete Transaction Description Additions Subtractions Balance Seyv 25 Balance Forrvaro~ 4 ,006.43 Sep 30 Deposit Dividend 0.500% 1.65 4,008.08 Annual Perr.~entage Y~+e/d Earned 0.50I0'rb from 09/01/2009 through 09/30/2009 Oct 31 Deposit Dividend 0.350% 1.39 4,009.47 Annual Pel-c+antage Yield Famed 0.410% from 10/01/2009 through 10/31/2009 Nov 30 Deposit Dividend 0.350% 1.15 4,010.62 Annual Pe~r,~elntag~e Y~e/d Earned 0.350% from 11/01/2009 through 11/30/20109 ~ E~Iwng Ba/ancae Doc 24 4 , 010.62 YTD SUMMARIES ,~__..TQTAL...I~tVtDENDS PAID _e + 0000 REGULAR SAVINGS 5.62 Add Your Photo For Security Your personal safety and financial security are top priorities at Members 1st. As a result of increased scams and fraudulent activity throughout the entire country, we are strongly encouraging members to have their photos added to their account records. When visiting our branch offices, you may be asked by one of our Associates to allow us to take your photo. This member identification program will assist in our fraud deterrence initiatives and will take our identity theft prevention program to the next level. We are experiencing an increasing number of attempted fraudulent activities and as a result, we need to be able to verify your identity immediately upon retrieving your account information. In addition to having your photo in our files, you may be required to show additional forms of identification based on the type of transaction you are seeking. This is for your protection and security and we appreciate your ongoing cooperation and understanding. Share and Loan List Page 1 of 1 Account 0000363994 Account Type: Burial Reserve Mcmher WANDA J GASKIN 860 CARLYNNE MANOR APT A205 CARLISLE, PA 17013 Share Description S 00 REGULAR SAVINGS Wanda J Gaskin Member 'T'ype 13irthclatc~ SSI~ 1-1omc 1'lzane Primary 08/04/1918 157-09-2608 i'17-249-6097 ~tilaturity ll~cte At'iillilblC' - 2,995.00 Kalanrc~ 4,005.00 file://C:\Program Files\Symitar\SFW\HTML\HTMLView 564955.htm 8/6/2009 REV-15og EX+ (oi-io) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Wanda J. Gaskin JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR ]DINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1, A. 07/03/80 Members First Federal CU 1166 Walnut Bottom Rd Carlisle, PA 17015 Account number 2459700 Savings Account 367.31 50 183.66 2. A 07/03180 Members First Federal CU 1166 Walnut Bottom Rd Carlisle, PA 17015 Account number 2459704 savings account 2,974.17 50 1,487.09 3. A 04/04/80 Citizens Bank 665 N East Street Carlisle, PA 17013 Account number 6100734188 checking account 2,388.93 50 1,194.47 TOTAL (Also enter on Line 6, Recapitulation) I $ 2,865.22 If more space is needed, use additional sheets of paper of the same size. If an asset became jointly owned within one year of the decedent's date of death, it must be resorted on Schedule G. Send Inquires to: S,~ 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.membersl st.org Main Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 ® TeleBranch: (800) 237-7288 MEMBERS 1St FEDERAL CREDIT UNION 1903 1 AV 0.335 3805-1903 * .= I~~~III~~~li1~~~~~~ll~~ll~~~~ll~l~l,~~I~11~~~11~1~~1~1~~~1~1~1 ~~~ WANDA J GASKIN N = JOSEPH J GASKIN "~ 8fi0 CARLWYNNE MNR APT A-205 ° ~ CARLISLE PA 17013-1527 ~~ ° -- ~- Statement of Accounts Sep 25, 2009 th~ru Dec 24, 2009 Account Number : 24597 ~'_ Balances at a Glance Checking : 0.00 Savings : 3 ,339.31 Certificates : 0.00 Loans : 0.00 Money Managerr~ent : 0.00 Swipe 5 YTD RE;ward : 0.00 Page : 1 of 2 Your aggregate balance as of December 1st is $3,339.31. An aggregate balance of $2,500 and having 3 products will place you in the Silver MLR level. 1099-INT s are not included in this statement. If you earned at least $10 in dividends on your account for 2009 you will receive your 1099-INT in a separate mailing in early January 2010. 1099-INT information will also be available on Members 1st Online early in January. SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS Date Transaction Description Additions Subtractions Balance Sslo 25 Balance Fon~varrJ 361.82 Sep 30 Deposit Dividend 0.500% 0.15 361.97 Annua/ Penc+elntag~e Y,~e/d Earned 0.5109b from 09/01/20109 through 09/30/2009 Sep 30 Deposit Transfer From Share 04 1.22 363.19 Oct 31 Deposit Dividend 0.350% 0.13 363.32 Annue/ Pe++araentage Y~e/d Earned 0.420% from fOlO>/2A09 through 10/31/2009 Oct 31 ,., Deposit Transfer From Share 04 1 • ~ 364 • ~ Nov 30 Deposit Dividend 0.350% 0.10 364.4.` Annua/ Perlcentage Y~ld Famed 0.33fPb from 11/01/2009 through 11/30/ZQ09 Nov 30 Deposit Transfer From Share 0004 0.86 365.31 Dec 24 Endv~g 6taJanae 365.31 _~ Date Transaction Desc-~.~tion Additions Subtractions Balance Sep 25 Balance Forward 2,974.00 Sep 30 Deposit Dividend 0.500'% 1.22 2,975.22 Annual Perlcentag~e Y!e/d Earned 0..50b% lirom D9/01 /ZlJi09 through D9I30/2009 Sep 30 Withdrawal Transfer To Share 00 1.22- 2,974.00 Oct 31 Deposit Dividend 0.350p/o 1.03 2,975.03 Annual Perraentagre Y~e/d Earned 0.410% 1f-om 10/01/2009 through 10/31!.2009 Oct 31 Withdrawal Transfer To Share 00 1.03- 2,974.00 Nov 30 Deposit Dividend 0.350p/o 0.86 2,974.86 Annua! Pevraeirttage Yield Famed O..R50)b from 11l01/2A09 through 11/30/ZA09 Nov 30 Withdrawal Transfer To Share 0000 0.86- 2,974.00 Uec 24 Ending Balance 2 , 974.00 YTD SUMMARIES TOTAL DiViDENDS PAID 0000 REGULAR SAVINGS 1.78 0004 LIFE SAVINGS 15.46 - - - Continued on following page - - - St Send Inquires to: 5000 Louise Drive Main Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 Po Box ao Sep 25 , 2009 thru Dec 24 , 2009 ' Mechanicsbur PA 17055 TDD: (7 t 7) 697-5312 or (800) 283-2328 ext. 5312 3806-1903 MEMBERSt~ g' TeleBranch: (800)237-7288 Account Number: 24597 ~~*~ www.membersl st.org Page : 2 of 2 Total Year To Date Dividends Paid 17.24 NOTE : Total includes closed shares Add Your Photo For Security Your personal safety and financial security are top priorities at Members 1st. As a result of increased scams and fraudulent activity throughout the entire country, we are strongly * = encouraging members to have their photos added to their account records. When visiting our N~ branch offices, you may be asked by one of our Associates to allow us to take your photo. This N~ member identification program will assis# in our fraud deterrence initiatives and will take our o- identity theft prevention program to the next level. We are experiencing an increasing number of = attempted fraudulent activities and as a result we need to be able to verify your identity o = immediately upon retrieving your account information. * ~ In addition to having your photo in our files, you may be required to show additional forms of identification based on the type of transaction you are seeking. This is for your protection and security and we appreciate your ongoing cooperation and understanding. Checking Account y~ ~ ~ t ~ ~ e ~ S ~ ~ ("''~ ~( Statement ~1rC 1-888.810-4100 © ~ 6 Call Cltfi~' PhoneBank anydrtM la accaxK ~tamuion. axr«,t rant a~ s~,swws to Yo~+r l~astian. Beginning January 28, 2010 through February 24, 2010 rMCk' ContNwsd hen pveous JOSEPH JOHN Gi4SKIN i~t>ns ~ GASKIN ASK t?~aiPtlon sl Circle with InterQSt ~~ Z-913- B~x:alasa+aay jN+r~aaccwwc tirriih ~ taotu, wands Gastrin, was ,!, Tow a a mailod Lo mar Ihva~e address, 426 Arch Stmt, the statcsnarnt had my joint account with my wife, Karin Gastrin. I lined out Mwunc a ~ two joint accounts with my wife, KWt~ Gastrin • Soscph Gastri , E x ccutor for Wat~dr-C,rici~44113J?A10 Total lntanst Paid n 't ~ ~...f ss p~ Balance flab aalor'wt . T Ch6Cking "'_""~~ '---- iYMMARY WANDAJ GASKIW JOSEPH JOHN GJ~SKIN ~~ ~~ Plana Circle Ctwckirl0 with Interest Previous Satance 1, 959.42 Average Daily Ba/ar-cs ?, ?85.93 810073-418-8 C1wck= 1,009.07 - Interost Withdrawals 119.96. popoifta i A~ditiau 1,384.00 + Gxrent Interest Rats .117% ltttar~st Paid .18 + Annual Percentage Yia/d farrwd .10x CYrtarK Balartco 2, 214.57. Number at Qays interest Earrwd ?8 lnterest Earned .18 lntt-resl Paid this Year . 38 Prwbw aaiana iRANfAtT10M OETA14i .. 1,959.42 C'haaks • A,ar+c a a enak M arat saQwnc• ~ ~ c oat. a»~Il s Anw~rtR o r c. QQ pp ., ~41~ ~ Sl /0 142Q' 1 p p ~ 32.16 OZ%22 . 02 _ Total Cln~ics 1,009.01 Withdrawals 0-thar Withdrawals Ott+r AMw~sK o~salPtlon 02/08 511.88 ~ r~ ilk P~~ t 100205 02/10 59.98 mbar9 Ii X119 t 100209 ToW Withdrawals 119.96 w'Il~fftJ11. {~- l•µ•11~v.•01.»W ~ Citizens Bank 1-888-910-4100 GU Gtluns' PhwwB.nk .nyturr ~« arccounc k,,«matan, ovrnrx roar Arad ararw~rt to ya,r awstwns. papoaits i Additlau p~aa llmwoat Wrcrtptcw~ 02/01 696.00 DFAS-Cleveland AR Ann Payy 020110 02/03 688.00 U5 treasury 303 Soc Sec 020310 0611448204 SSA ~~ law AawrrK pararlpti0ra 02/24 .18 interest Dally Batancn ow (lal.rw oat. afaiara~. os~b 1/ 1,659.42 02/03 3,212.91 02/10 ~/02 2,555.42 4 ~ 02/22 02/vz 2 524.91 Q ,~~. ~3g' , C~O~~''w SI~~ 02/24 tw.no. 2,246.55 2,214.39 2,214.57 Checking Accaunt Statement © o~ s Beginning January 28, 2010 through February .t4, 2010 WANDA J GASKIN JOSEPH JOHN GASKIN Circle Chocking with Interost 610073.418-8 ..._-_ ToW Deposits i Additions i 11384.00 + ToW IrrNnstPaid .18 Current E{alarrt 2,214.s~ Checking Aar ..,..... 1.r ..-r D..1 J . 8a/anca OSEPH JOHN GASKIN K I,iASKIN Circle t ~vious oiliflia TR MiACt1oM REt Ili ~ ~ -"' ~~ . Because my joint accountwitba~ry ~ 1Yanda Ciaakii~, wail ~'~ Anw~wt OwsriPtM mailed to my home address, 426 Arch Strout, tthe >ttatanwt :r^ir ''wrsn3::i had my joint account with my wife, Karen Gastrin. I lined out the two juitit acww-t, with my wife, Karen Gastrin. .~. toNi ~~-aW .~ a^~G.i Joseph Gastrin, Excx;uwr for Wanda Gastrin 04/15/2010 wrr«itafalarKo . s ally ~-.~~~"..'`. _ rr~ws FROM CItItENS -•Wi't~ 1'Nra for a~fl your lxarrowln~ neods. Reducd your monthly pp~ayr-tiants with gnat ratAs asrt a hoar Ault~I Ian a ttrw or uadtt. Homf Equity loam: and lirws d cruiit can Mlp you ' Muth a wri~Kyy of borrvwirp n~cls: have ttiu~cibla r+rpaymertit farms and na posts. Me y0u~purr~wasii-p a home a ro/tnanlcirrQ yar rrwrEg~7 Got 1 /894 ott your rata you haw Cold Ch~ckl accax~t and your payment autwnattuity dpductAd. Sw a bankor today or salt 8~bT16-4824. --Gat rri0ra out o(Grwx~lonse(R). Naw ou can ovn Greentense(R) cash on your uodit card purctu~t with ttN rww Gr~wnianse{R)edit Card • ~ to 1360 a yearl It's just ono of tha W+~1rr rut. ~1 I.,,,.I~v n l..v.,w~ ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Wanda J. Gaskin Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: i' Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, PA 17013 See attached statement for itemization of Funeral and Buriel Expenses 7,782.63 B. ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: 2, Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant . Street Address City State Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees; 6. Tax Return Preparer Fees: 7. 0.00 ZIP 0.00 ZIP 108.50 0.00 0.00 TOTAL (Also enter on Line 9, Recapitulation), $ 7,891.13 If more space is needed, use additional sheets of paper of the same size. February 15, 2U 1 U Joseph J Gastrin 426 Arch. St. Carlisle, PA 17013 Ewing Brothers Funeral Home, Inc. 630 South Hanover Street Cat•l isle, PA 170 ] 3- (717)243-2421 ~-t.' _-~ ~` The [~uneral Service f~t• Mrs. Wanda J. Gastrin We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please fee! free to contact tts if• you Iaave any c[ucstions in regard to this statement. THE FOLLOWING IS AN 17°IM17.L:D S`['A"CL'•M[:NT OF THC SERV[CES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCI-iANUISE "1'IIA'I' YUU Sl:L6C'1'L:U W[-[EN MAK[NG THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Servicesuf'l~uncralllirc~tor/Stu1T , $[340.00 Embalming. $875.00 Dressing, Casketing, Cuamu rte. $290.00 2. FACILITIES ANU SERVICES Viewing (Visitation/Wake} , $495.00 Funeral Ceremony, , $495.00 3. AUTOMOTIVC EQUIPf1tENT Vehicle to trunslcr rcnu+ins to I~'Ulll'rlll l 101111', $275.00 Hearse (Casket Coach} $250.00 Lead car. $85.00 Out of town transpurtuiiun . $225.00 Service Vehicle for DC/['!(»vers $ [ 25.00 Second l tearse usage , $ [ 25.00 FUNERAL IIOME SERVICE CIIrVtGES $5080.00 SELECTED MF.RCIIANUISE: 18G Qethany Chilli+n Kusc GasK. Cask $1450.00 Acknowled~;e+itcnt car(is . $10.00 Register [3uok(s) $40.00 Manurial iutders . $75.00 '['ilE COS'C OF OU12 SERVICES, EQU[I'NIt?NT, AND MERCHANDISE '1'11AT YOU IIAV[? SEI.,LC"I'I:D $6655.00 Cttslt Advaiuccs ClergylMass Otlcring, $200.00 Certified Copies uF the l)cath Corti I icatc , $30.00 Flowers . $159.00 Cantor $75.00 Organist. . . $150.00 Altar Servers (3 j $60.00 The Sentinel Obit w/l'huto $205.21 '['he Patriot obit with small color I'hotu $348.42 '1'UT'Al. CAS11 AI)VANCt;S ANU SPI'.C[AL CItARCIh:S . $1227.63 Total 't'otal Cost $7882.63 ~~~~ ~~~- SUB-TOTAL $7882.63 r iNl`I'IAL PAYMENT 1 DISCOUNT /CREDITS 0.00 TOTAL AMOUNT DUE $7882.63 The unpaid balance over 30 days is subjected to a 1.50 % service charge per month - 18.0000 % per annum. ~ 4 ' ~`~~ 1Z? O i .~ y ~ 7~ ~ ~~ ~c~ ~-- ~ 3 ~~Zo~o ~~ Cf Zr ~ !rc' ~ v /Zol ~ 3~ ,~ ~~~ ~`~~ ~ pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Wanda J. Gaskin Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses, If more space is needed, insert additional sheets of the same size. REV-].51.3 EX+ (01-10) ~ pennsylvania SCHEDULE ] DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Wanda J. Gaskin If more space is needed, use additional sheets of paper of the same size, PETITION FUR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Estate of Wanda 1. Gastrin also known as Dcecascd File Number ~~' ~Q " y~.3,~ Social Security Number 157-09-260$ Petitioner(s), who is/are I8 years of age or older, apply(ies) for: (CnOMPLETE 'A' or 'B' BELOW.) CU a Probate ar.d 4rsat of Leaers Testsmeutary and aver that 1'~tiiUoner(s) is /arc the Executor namod in the last Will of the Decedent dated Apri122.2006 and codicil(s) dated (State relevant circr~nutances, e.g., rem~nciation, death ojexscartor, etc.) Except as follows, Ueoedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ^ B. Grant of Letters of Admiuistntioa (IJapp~ticable, enter.• e.t.a; db.tae.t.a; penaknts life; dyrante absentia; drvante rrruroritate) N Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following ~{if any} heirs: (lf -_,~~ Administration, e.t.a. or db.n.c.t.a., enter date of Will in ,Section A above and complete list of heirs.) ~-~ ~ m ? ,' ~ -~ _ --~ Name Relationshi Res' e T ~~-'~ r~ i V ,J ~ W .. 1 j' ~ ~ ~ .~ -.:x (COMPLETE INALL CASES:) Adadr additional sheets if necessary. c.11 ` '~ C7 ,~ J T~ Decedent was domiuled at death in Cumberland Ccwnty, Pennsylvania with his /bet last principal residence ai 860 Csriwvnne Manor. Aot. A-205. Carlisle, P/~ 17013 (List strsst address, tvwr/ciry, township, county, state, zip code) Deoodont, then 9i years of age, died on February 8, 2010 ~ Thornwald Nome, Carlisle Boro, Ciunberiand County, Pennsvlvania Decedent at death ownexl properly with estimates values as follows: (IPdomiciled in PA) All perwttai property S 8,500.00 (lf not domiciled in I'A) Perwnal property in Pennsylvania S (lf not domiciled in PA) Personal property in County S Value of real estate in Pennsylvsuua S 0,00 situated es follows: Member's 1st Ctrdit Union, Citiu.us 13atilc, home, all in Carlisle, PA Wha~efotz, PetitiorrCr(s) respoctCully reques0(s) the probate of the fast Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: ~r narwe or ~nted name and residence ~ ~ ~ ]oseph ). Gastrin, 426 Arch St., Carlisle, PA 17013 Fonw RW-o1 nv. 10.13.06 Page I of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF Gtimberland ; The Petitioner(s) above-named swear(s) or ai~irm(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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ ' ~ , t. ~..1 Sigruit of Persond Rcp nwrive before me the ~ day of r ~ ~~ Signature ojParsaw/ Repnsurrarive '? CO o ~, _~ r7-~ .'~~ r"" C'r ..T~ For the Register Signwure ojPtrsond Repressntativr - rrt S~ ~1 1 ti~ Fite Number: ~ ~" ~ ~ + 0 2 ~~ a ~ N r= r~ u't ' '~ C7 Estate of Wanda J- Daskin `~ _z ,Deceased Social Security Numbe(r~. t57-09-2608 Date of Death: Febnaary 8, 2010 AND NOW, 0.r '"1 / v inconsideration of the foregoing Petition, satisfactory proof having been presented fore me, 1T iS DECREED that Letters Testamentary are hereby granted to Joseph S. Gastrin in the above estate and that the instrument(s) dated April 22, 2006 described in the Petition be admitted to probate and filed of record as the last W'll d Codicil(s)) of Decedent. FEES ~ ~. ,~ ~'` ~ letters ............... s ~5 . ~ Rrgiatsr ojWilJs - yc.~ Short Certificate(s) ........ S ~0 ' `~ Attorney Signature: ' Renunciation(s) .... .... S (~) ~ „(l .. , ~ /~" . U~~ Attorney Name: ~ • • • S.~3.~.2.~ ., Supreme Court LD. No.• ... ~ Address: ... $ ... s ... s ' ' ' ~ Telephone: ... ~ TOTAL .............. 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