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Home My WebLink About12-13-10 (2)1505610143 REV-1500 Ex(°,-,°> OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county coda Year File Number Bureau of Individual Taxes oerumMENTOV REVEMIE Po Box.2sosol INHERITANCE TAX RETURN 21 09 0529 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 182 40 6130 05 28 2009 O1 02 1951 Decedent's Last Name Suffix Decedent's First Name MI GETTEL RONALD G (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 Return ^ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. F~ lure Interest Compromise ^ ~.__.~ _d__ ......., n 5. Federal Estate Tax Return Rr?nuirPri ^ g Decedent Died Testate ~ Deceden4t Maintained a Living Trust 0 (Attach Copy of Will) ^ (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ^ 10. between P1-31 ~1 ~dit~datae5~f death ~ 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 TO: Name Daytime Telephone Number WAYNE M PECHT ESQ 717 69~ 9809°.. o '''-' REGISTER USEOMLY `? ~7 ~' r First line of address f!7 ~ W 1205 MANOR DRIVE SUITE ~p~ ~ F~ r~~--~ Second line of address ~ ~ ;; `;~ A ,~ ~t C? City or Post Office DATE FILED State ZIP Code MECHANICSBURG PA 17055 Correspondent's a-mail address: WPecht@peChtlaW.COm Under penalties of perjury, I declare that 1 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. SI NATURE OF PERSON RESPONSIBL FOR FILING RETURN DATE fl ~~ rl i~-~-1Zlk~~RaX c,Y ~~-~- / 1 Janie S Gettel \\~a ~\ ~,. 390 Ch' enham R ad Mechanicsbur PA 17050 SIGNATU EO PREPA THE HAN PR TATIVE DATE Wayne M Pecht Esq. ~~ ~ ~`~~ ~ l ADDRESS 1205 Manor Drive, Suite 200, Mechanicsburg, PA 17055 Side 1 1505610143 1505610143 J REV-1500 EX Decedent's Name: Gettei ,Ronald G Decedent's Social Security Number 182 40 6130 RECAPITULATION 1. Real Estate (Schedule A) ...................................................................................... 157,927.28 . 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 8~ Miscellaneous Personal Property (Schedule E) .............. . 5. 75 , 383.37 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous Ikon; Probate Property (Schedule G) u Separate Billing Requested............ 7. g. Total Gross Assets (total Lines 1-7) .................................................................... . g. 233 , 310.65 9. Funeral Expenses & Administrative Costs (Schedule H) ............................... ........ 9. 29,507.41 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10. 181,787.23 11. Total Deductions (total Lines 9 & 10) .......................................................... ......... 11. 21.1 , 2 94.64 12• Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. 22 , 016 • O1 13. Charitable and Governmental Bequests/Sec 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. 22 , 016 • 01 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 22 016.01 r 16. 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ................................................... .............................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 1505610243 0.00 990.72 0.00 0.00 990.72 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0529 DECEDENT'S NAME Gettel ,Ronald G STREET ADDRESS 91 Independence Dr. CITY STATE ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 0.00 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 (1) 990.72 Total Credits (A + B) (2) 0.00 (3) (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 990.72 .Make Check Pa able 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 :.................................. ^ c. retain a reversionary interest; or ............................................................................................................... x d. receive the promise for life of either payments, benefits or care? .................................... .. ^ 2. If death occurred after December 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? ............................................................ ^ ...................................................... 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 January 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 the 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)]. 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-1502 EX+ (11-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gettel , Ronald G 21-09-0529 All real property owned solely or as a tenant in common must tre 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 sail, bath having reasonable knowledge of the relevant facts. Real property which is joindyowned with right of survivorehip must be disclosed on schedule F. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) (R more space Is needed, atltlitional pages of the same size) Rev-7508 EX+(6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gettel , Ronald G 21-09-0529 InGude the proceeds of litigation 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 VALUE AT DATE OF DEATH 1 BNY Mellon Shareowner Services -Service Charge Refund Per Check 0.15 2 BNY Mellon Shareowner Services -Per Copy of Dividend Check 0.59 3 Escrow Refund - As Per Copy of Check 211.06 4 Pennsylvania Dept. of Revenue Personal Income Tax Refund -Per Copy of Check 76.00 5 Prudential -Per Copy of Check 38 28 6 Prudential -Death Claim 53,752.19 7 Prudential -Death Claim 21,191.35 8 PSECU Regular Share Account 35.75 9 U.S. IRS Tax Refund -Per Copy of Check 78.00 TOTAL (Also enter on Line 5, Recapitulation) I 75,383.37 (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+(10-06) SCHEDULE H COMINORESIDAENTEDECEDN~vLVAN1A FUNERAL EXPENSES ~ FHI RtV ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gettel , Ronald G 21-09-0529 Debts of decedent must be reported on Schedule I. ITEM N DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Janie S Gettel Street Address 3900 Chippenham Road city Mechanicsburg state PA zip 17050 Yearlsl Commission paid 2. Attorney's Fees Pecht 8c ASSOCiates, PC 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 12,383.84 8,000.00 8,500.00 4. Probate Fees 299.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 324.57 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 29,507.41 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Gettel , Ronald G 21-09-0529 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Fogelsanger-Bricker Funeral Home, Inc. 12,383.84 H-A 12,383.84 Other Administrative Gost~ 2 Cumberland Law Journal -Estate Legal Advertisement 75.00 3 Patriot News Co. -Estate Legal Advertisement 249.57 H-B7 324.57 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+112-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gettel , Ronald G 21-09-0529 Report debts incurred by the decedaM prior to death that remained unpaid at the date of death, including unreimburaed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 2009 Real Estate Taxes -Control #039-002162 249.81 2 2009 Statement of Personal Taxes 10.75 3 Adams Electric Cooperative, Inc. -Account #2096740801 595.56 4 AT8rT Wi-Fi Services -Account # 464006894188 42.89 5 Bank of America -Account No.: 74974999785469 14,850.05 6 Borough of Shippensburg -Account # 30003007-0 189.26 7 Chase Credit Card -Account # 4309 1,870.03 8 CitiMortgage -Account # 1120095791-5 73,443.98 9 Cumberland Franklin Joint Municipal Authority -Account #02238 180.00 10 Dish Network 32.40 11 Embarq -Account #717-530-3194-621 205.84 12 Gift 8 Associates, LLC - 2009 Individual Tax Preparation 230.00 13 Hilton-Diminick Orthodontic Associates, PC - Johnnathan M. Gettel 874.25 14 Janie Gettel -Loan to Estate 20,169.83 15 John A. Franklin, Jr. D.M.D. -DOCTOR BILL 69.00 16 Johnson Duffle -Legal Services 875.00 17 K-Mart -Keys to property for realtor 4.86 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 181,787.23 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) Rev-1512 EX+ (6-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Gettel , Ronald G 21-09-0529 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 18 Lawn Care 250.00 19 M8T Bank - FIA Card Services -Account # 4264-5140-1213-7157 10,029.81 20 MS<T Bank -Home Equity Line of Credit -Account # 12044447939254998 42,982.92 21 MI3~T Visa Card -Account # 12044425709946001 2,526.61 22 Register of Wills, Cumberland County -Filing Fee, Inheritance Tax Return 15.00 23 Register of Wills, Cumberland County -Filing Fee, Inventory 15.00 24 Register of Wills, Cumberland County -Filing Fee, Estate Settlement Agreemenet 20.00 25 Repairs to Decedent's residence and supplies for same 877.85 26 Sandy Box -Packing of items for donation, house cleaning, etc. 500.00 27 Shively Motors -Auto Repair 146.28 28 Snow Removal 450.00 29 Southampton Township-Cumberland County -Trash Removal 141.45 30 Terry L. Sheffer, Auctioneer 877.90 31 Thomas Automotive 1,497.58 32 Tony Frohm -Painter, Rubbish Hauling, Handyman 1,000.00 33 US Bank -Harley Davidson High Performance Visa 6,516.32 34 Wayne M. Pecht, Esquire -Cost Advanced 47.00 TOTAL (Also enter on Line 10, Recapitulation) I 181,787.23 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98)