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HomeMy WebLinkAbout10-16-13 (2) __ I� __._. .. .. __ J 1505610140 REV-1 v00 �` ro'-+°' !N[ONLY PA D�prtrnwk of Rsusnue Code Yeer PNe Nurber �a I�wl r� ���T��� 2 1 1 3 0 9 1 6 ro eo�c�t PA 17128-OBOt RE8IDENT DECEDENT �rret o�t slFOnw►noN e�ow socal sea,rky Nun,esr o.ro m os�ai �oovrrr o.ee a eirtn ;' �,wovrrr 07112013 � 227i 925 Dsad�nPs Wt Name SWllx DscedsnCs F � iN�me MI G U T S H A L L K A T R Y N M (M�PP�bN)Enbr 8urvMnp 8pouw4lntonn�uon eNow Spows's Last N�ma Sullbt Spouae's Fhst me MI Spouss's Sod�l Sscurlly Numbsr THIB RETtJRN IW8T BE FIIFJ DUPLICATE YVITH THE RE�i1STER OF LtS Flu x��aown�rE ov�a eFr.ow � 7.O�Ipinal RNum � 2.S�plemsntal Retum 3.Rsm�hWsr Rstum(deM of ds�lh prbrto 12-13-82) � 4.LimlNd EqaEe � �a.Fudwe Ir�tsrest Cornprombs(dab of �.., 5.Fsd�ral Estats Trx Rstum Requiisd ds�M MMr 12-14-82) ❑ 8.D�o�d�M DMd TwhES � 7.DeadMh IA�k�d a LAri�ng Tnmt 8.Tohl Numbmr of 3ds DepotR 8oxes (Att�ch CaPY a� U�tl�h CaPY M Tru� � 9.udp.uon r�oossd.RecMwa � 10.SpouW Povsrqr Cndx(d.es or da.m t 1.eMdlon m ei�cc wwx sac.et 13(N bslw�sn 12-91�1 and 7-1-9b) (Atl�ch Sch.O) fAN1EaP0lABIT-TNIB SECf10N MISf BE l�IIFLET�.ALL CORRE�AND TAX�IFOI�i1DN 111011LD BE ONECT�T0: Name ydms TNphpis lM��bsr � c� � n R 0 G E R B • I R W I N , E S Q U I R E ' 7 �b 2 4`_!� 2:' �5 3 �`u ..�� �� <7 �����V��H -.z :.�,. 1' p-' t.', �-.,,.E .- �.... :': , CJ .-:i °_:1 Flnt Nne a.earoes � �� �� c�' � �, •.> . ., _,� ..,.� ; �., , ,-,,t I R W I N 8 M c K N I G H T , P . C . i �- � -i -- i .. ... ... C'7 $ef7011d I�IN O1�A{6 � � > ` ��. C.J ;�'_ Pil 6 D W E T T P 0 M F R E T S T R E E T �'-�' � r.' v� o y- ;.� Cky or Pwt OfXCe State ZIP Code ��� C A R L I T L E P A 1 7 0 ]i 3 CorrNpomMK's«nN1�dG�: UMx psrtlss otperjuy�1 tlxiw tlrt I Mie suminsd tli Mum�fndudYq amom�yNq Wrdulw xM uM b IM Wd al my luawletlpe mtl DNkf, M N trw,can«i�ntl oonqlM�.DWrMim d psp�sr etlix tlm IM pr�mY npurM�tlw h EMed on M af M�pwpr�r Irs r�y MiaM�dps. TURE OF P�i � FOR F RN DATE )0-1(o-Zo 13 22�2 NEYVILLE ROAD CARLISLE PA 17015 SIONA OF PREPARER OTH REPRESENTATNE 7E /0 I6 /3 60 WE OfiFRET STREET CARLISLE PA 17013 PLEABE USE ORIf�INAL FORM Ot�Y Sids 1 I L 1505610140 � 15�5610140 J \ (1" J 1505610240 REV-10W IX �,����� ��.: KATHRYN M• 6U7SHALL �rru.,anoN 1. Rw1ENw(Sdwduk A) ... ... .. . .. . . .. ... . ... ..... ... .. .. ..... . .. . 1. • 2. Stoda and BorMS(&chaduls B) .. . . . . . ... ... ...... ... .. ..... .... . .. . . 2. • 3. Clophr Hmk Corpontlai�P�rBMnhiP«�P�P(8duduN C1 .. ... 3. • 4. Mortp�pu arM Notss RaosWabls(Sdisduk D) .. . . .. ... ... . . .. ... .. .. . .. 4. • 9. cwn�e.ruc oapa.w.uid 1�aNYnwu.venon.�Praa�b tsd�wu�s e).. .. .. . s. 3 1 8 4 0 . 6 7 8. Jokdhr OwrNft Prop�r�(Si,d�Isfl �, ., .�,�p�d .. .. .. . 8. • 7. IrN�VNw TnxrNn d M�17�NOUa ` � . (sohw�n.o) a� rt.qu.a.a .. .. .. . �. 6 4 1 6 . 9 6 b. Taataa�a#wMs�4un..t aNV�pn� ........ ..... ..... ......... a. 3 8 2 5 7 . 6 3 9. FunNal E�nw md AdmN�Mtradw CoMs(SdwduN H) ... . ..... ....... .. 9. 1 4 5 4 4 . 8 6 �o. oasa a�eosd.m,�.u.pwuas,ww u.na�sax.am.i> .... .. .. . .. .. �o. 2 U 0 . � 0 t�. Tad D�duelbn�(w�N t.irws 9 and to) .... .. .. ... ... .. ...... .. .. ... .. t t. 1 4 7 4 4 . 8 6 iz. �vw�r serwr#ua.e minus une�i> . .... .. . .. . ..... .. ..... ... .. �s. 2 3 5 1 2 . 7 7 73. ChMIabN�nd Oo�Mmawiplt B11qWlMAB�e 9113 TnW for whida an Ni�tlon'!o Lx!w noFbyn nS�d�(SrffNd6M.q .... . ....... .. .. . .. ... 13. . 14. tift{�MM-�M�ItIC�t:N.�12rtIkyNLIM13) ...... ... ....... ..... . 14. 2 3 5 1 2 . 7 7 U1X CALCULAI'ION-!Ht�1O71dfi F6p�Il�DkICA�Ld RA7Ea t s. aiawd a L4�s 14 tcuble at ths lpa�l quc r�tb,or tru�es uniNr Sec.9118 (axt.2)X.0_ 0 . 0 0 �5. 0 . 0 0 18. AmouM oi Wis 14 pwbN at pnal nro x.o� 2 3 5 1 2 . 7 7 �6, 1 0 5 8 . 0 7 17. ArtNWrtafl.Yisl4taiabb et ae,t�p rue X.12 0 . 0 0 17. 0 . 0 0 18. AmouM of Lha 14 htr�ls M txl�nl r�te X.15 � • 0 �0 tg, � • � � 79. TAX DUE .. .......... ... .... ..... . ... .... .. ...... ..... .... . .. .. 19. 1 0 5 8 . � 7 20. F�L IN TNE i1AlAL IF YG4i�l�1Mt�A�1�YlMF�01°MF ❑ 81tl�2 � 1���4a Lsa�f�ao � .__ . . . . _..... _._.. . .. . . ._ .. . . . . . ___ . �� _ ._... . . REV•7500 E7( Pape 3 FIN Num � Decedent's Complete Address: 2� �� os�s DECEDENTSNAME KATHRYN M. GUTSNALL STREETADDRESS 2282 NEVWILLE ROAD CITY STAT ZIP CARLISLE PA ; 17015 Tax Paymanb and Credits: t. TauDue(Pape2,Li�19) (t) 1,058.07 2. CredltslPayments A.Prior Payments 1.005.17 B.Diacount 52.90 Totat Credits k +8) (2) 1,058.07 3. Interest � � (3) 4. If Line 2 is grea�than Li�1 +�3,enter the�erence.Thia is the OVERPAI'MENf. FNI in ovN on Pps 2.Lkis 20 to rsquat a Mund. � (4) 0.00 5. H Line 1 +une 3 is greataz ihan Lirre 2,enter the d'Aference.This is the TAX WE. �' (5) 0.00 Make check payable to: REGISTER OF WILL , AGENT PLEASE ANSWER THE FOLLOIMNG QUESTIONS BY PLACING AN "X" THE APPROPRIATE BLOCKS t. Did decedent make a hanafer end: Yes No a. retaNi the use or income of the DroPei1Y transferred� ............................................... ..................... ❑ � b. ietain the right to designate who ahall use the propeiiy transierred a its inoortre: ........ ..................... c. reNdn a�eve�aionary interest w ......................................................................... . . ❑ � f .. ..... ............ d. receive Ihe pranise fa life of eitfier payments�benefits ar care9 ................................' ..................... ❑ � 2. IF dealh ocarted after Oecember 12,1982,did deoedent tr�sfer propeAy within one year of wiMait receiving adequ�conaidera�tlon7 ................................................................ .... ............ ❑ � 3. Did decedenl awn an'in truat for a payable-upon-0eaM bank accaunt a eecurily ffi his a h ? ......... ❑ 4. Did decedent am an individu�retirement account,annufty a other non{�robale property,whi contains a beneflciary designatlon7........................................................................... ..................... � ❑ IF THE ANSINER TO ANY OF TNE ABOVE QUESTIONS IS YES,YOU MUBT COMPLETE SCHEDU G AND FILE R AS PART Of THE RETURN. For da6es of tkath on or after July 1,1994,and before Jan. 1,1995,the tax rate imposed on ihe net valu of transfers to or for ihe use of ihe surviving sEause is 3 percent[72 P.S.§9118(a)(1.1)(i)1• For dabs of�on or after Jan. 1, 1995,fhe tax rate impo�d on the net value of bansfers to a for th se of ihe aurviving spouae is 0 percent (/2 P.S.§9116(a)(1.1)(ii)j.The statute doea not ex�npt a tranafer to a sunriving spouse from tan,and slalutory requirements for disdosure of assets and filin8 a te�c relum are stl�applicable even ff the surviving spouse is the only benefiaary. For dabs of death on or afte�July 1,2000: • The tax reee imponed on Ihe net v�ue of transFers irom a deceased child 21 years of age or younger death W or iw the use of a natural parent,an adoptive perent or a alepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax ra�e impoaed on the net v�ue of tranafers to or for ihe use of the decedenPs lineal benefidari is 4.5 percent,except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(t)1• • The tax rate imposed on ihe net value of transfers to or for ihe use M ihe decedenYs siWings is 12 pe t[72 P.S.§9116(a)(1.3)].A sibling is defined,under Sectlon 9102,as�ir�ividual who has at least one parent in common with the decedent,whether by or adoption. i ___ _ _ ___ _ _ _ _ R�-,��.�o�,z� pennsylvania SCHEDULE E DEPARTAENT OF REVENUE CASH, BANK DEPOSITS 8 MISC. ��sioEiir��er�irT�� PER80NAL PROPERTY ESTATE OF: iFILE pUAMER: KATHRYN M. GUTSHALL ' 1 13 0916 Include the proceeds of IRipatbn and tM date tM pioceeds were rece �. by the eWle. All Prop�rly Joirrtly ownW wNh rlpht of suMvonhip mwt b�dlad �� on ScMduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MB�T BANK-CHECKING ACCOUNT#8892442180 28,835.60 2. M&T BANK-CERTIFICATE OF DEPOSIT#31003915942683 3,005.07 I I i � I I � � I i � � � i I I � I � TOTAL(Aleo eMx I Jne 5�RecaqtWetlai) { 31 840.67 If mas space b nesdsd,uw aaaroo�wi snseu a�sr a ms ms aize. __ ___ ____ _ _ REV-7510 EX+(OB-08) pennsyivania SCHEDULE G DEPAR7MENTOFREVENUE INTER•VIVOSTRANSFERSAND INHERITANCETAXRETURN MISC.NON-PROBATE PROPERTY RE91DENf OECEDEM ESTATE OF 'FLE N111�R KATHRYN M. GUTSHALL �21 13 0918 Thb achedula must be canpleYd and Aled IFthe anawwm arry of queatlons 1 mmugh 4 on p6ge� 'ree dlhe REV-1500 b yes. DESCRIPTION OF PROPERTY ITEM �������q�,�q�,Tqr�s�ppropE�me�rpNp DATEOFDEATH I %OFDECD'S EXCLUSION TAXABIE NUtY6ER n+ewreoFm�.�n�a+�covroFn+¢o�waxSUESrn�. VALUEOFASSET � ��. IMEREST acrm,c.aa VAU� t. AMERICAN GENERAL LIFE INSURANCE CO. 6,416. 100.00 6,416.96 ANNUITY#XP223299 BENEFICIARY: MONICA GUTSHALL i i i i 1 i � i � i i TOTAL Also en�er an Li 7, letbn ; 6 416.96 H mae apnce is needed,uae additlond sl�eeb d PaPx oi Ihe aema � I � ', �� REV-7517 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENfOECEDENT EBTATE OF PILE NUMBER KATHRYN M. GUTSHALL ' ' 21 13 0916 MexMM's dsbb mu�t M npaUd on 8e1�MuN L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. EWING BROTHERS FUNERAL HOME 7,906.82 i ' i I � � � I ' B. ADMINISTRATIVE COSTS � 1. Peraonal Repreeenta�ve Commiasions: Nemaa)d Persaial Reprexntetive�s) SVeetAddreas City Sfa6e Yea�(s)Comn�eabn PaM: I ... p, n�nerFeea: IRWIN 8 McKNIGHT, P.C. � 2,250.00 3. Femiy Ezemptlon:pt deceeerds addreas is rrot the mme as daknem's,anadi exqeneuon•1 i 3,500.00 �by,b„� MONICA K. GUTSHALL sma,tndareas 2262 NEWVILLE ROAD cxy CARLISLE sm�e PA 17015 Remnonenpac�neMrooeoeaent DAUGHTER 4. probe�pees: REGISTER OF WILLS 123.50 5. Acrou�t Fees: 6. razRauanPreparerFees: PATRICIAA. ROSENDALE, CPA I 500.00 INCOME AND FINAL FIDUCIARY TAX RETURN Z CUMBERLAND LAW JOURNAL-ESTATE NOTICE 75.00 8. THE SENTINEL-ESTATE NOTICE 189.54 I ' i I ' � , I I ' i I ' TOTAL(Also eMer 'Une 9�RecepNulellon) S 14 544.88 n mae a�e b neeeea,we aeatl�d aneea a p�ame eeme � __ REVas�z ex.��z-�z� pennsylvania SCHEDULE I DEPMTMEM�REVENUE DEBTS OF DECEDENT, INF�WTANCETAXRETURN MORTGAGE LIABILITIES 8 LIENS RES�DEM DECEDENT ESTATE OF 'FKE NUMBER KATHRYN M. GUTSHALL 21 13 0916 F�poR d�bb hicuurnd by tM dendart prbrto daM tlat nmdn�d unpNd at the d�b of M�Ih.I IudMp unnNMwn�d nNdial sxp�ntes. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NEVWILLE COMM AMBULANCE-AMBULANCE 200.00 I � i � � � � ' � TOTAL(Also enter on ine 10,Recepftula6on) S ��� If more apace is needed,inaert edditbnal sheeb of the same . I I ,� _ REV-1513 EX+(01-10) pennsylvania SCHEDULE J �� DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENTDECEOENT EBTATE OF: ' � FRE NI�ER: KATHRYN M. GUTSHALL ' 21 13 0916 RELATIONS P TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not ft Tn���) OF ESTATE I TAXABLE DISTRIBUTIONS pndude oW�pM dbtrldtlbna and trairetera wMer Sec.91i6�a (1.2).] 1. MONICA K. GUTSHALL Lineal 23,512.77 2262 NEWVILLE ROAD CARLISLE, PA 17015 I ' I � � , I I ' I ' ENTER DOLUR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 REV-1500 CAVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS N TAKEN: 1. � ', i ' I ' B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. � ' I TOTAL OF PART II-ENTER TOTAL NON-TAXABIE DISTRIBUTIONS ON LJNE 13 OF REV-1 ICOVER SHEET. S If mae spece ia needed,use additlonal aheels of paper of Ihe size. _ _ 1 . . . . __._... __.. ._ . .. . __. �� . .._ ._. .. _ ..... . . . I I � 1-� � 499 Mitchell Roed,Millsboro.DE 199G6 Adjushnent Servias � Plane 888•302-4349 F ex (302j 934-2955 August 28,2013 Law Offkea Irwin& McKnight,P.0 60 R'est Pomfret 3treet ; ' Csrliele,PA 17013-3222 ' � I ' AU6 31 2013 a�z Mowaext Re: Estate of Kathrvn M.Guthshall �� Social Security: 201-16-6662 Date of Death: Julv 11.2013 Dear Sir or Madam: Per your inquiry on August 23,2013,plesse be advised thet at tt�e time of d�e above-named decadent t�ed on deposit with this bank tl�e following 1. TypeofAccotwt C��Acoow� I ' Accow�t Number 8892441180 Owriership(Namcs on KatMyn GrmhaU Mauca K GutslwU(POA) Openirg IMte 03/ZO/1001 Ba7mrae on Date ofDeath 31$835.43 Accnred Irrtere.st $ .17 _�_----.._._.....------ ...— -__._....__. .i_.................. Total S 28,835.60 2. Type ofAccrnmt Ca7iftc�ue ofDepasit Account Number 31003915942683 Owreershrp(Nmnes oJJ Kad�ym Garshall Monica K Gutslw![(POA) OpenygDate 1a30/2007 BaJm�ae ort Date ofDeath $3,004.50 Accruedlnterest S .57 _---------------------------------- '------------- Total $3,005.07 � ' _ � _ _ _ � _ For uy�ddltlood idor�aqoo 0o tYe�bove acwaab,�ecluding ownenYlp nd�ny eYaeQa,elal ' �ed/or rdmbaneseet ot fuadh plwe n6 MeE�90'eet Cu1Ye�t717-1A0�/516. Wc werc ae�bk M beate any aR depodt bo:[oc the�bovo-menHoncd deeedenG � '1�lellv doe aot Iedade�aawete�n whk6 Ne deenecd m�y�ve buo Wlcd u Power d ,. , ,GL�a d Udkr-Tnmkn. pepve�htive Rya+�TraM[e 0der�WAMrn Apeeoent $InCRIC�, . V8�8[7C MCICt7' .eld�U9�[[IC[It$ONICCS I I I � � I. ....._.. . i . .. . . _ . _ _�� _ i � Arr�ican 6eneral � Life Companies September 10, zoi3 RECEIYED SEP 16 2013 j ix�nN i M�anc�r I tnw o�s IRWIN&MCKI�TIGHT, P.C. AT'I'N: ROGER B.IRWIN 6U W POMFRET ST I CARLISLE PA 17013-3222 i Re: Annuity Contract XP223299 Deceased KATHRYN GIJTSHALL i i Deaz Mr. Irwin: Thank you for your recent inquiry regarding the above referenced ity contract. We would like to take this opportunity to respond to your request. The accumulated value of ttris contract as of July 11, 2013,the date Ideath, is$6,416.96. The owner was Kathryn C Gutshall and the account was opened 6/1/2006 7'he accrued interest for 2013 up to the date of death was $99.00. Reseach shows no other ac �urts found for Kathryn Gutshall. Mr. Irwin, we appreciate the opportunity to assist you. Should you h � e any questions,please contact our Client Caze Center at 1-800-424-4990. Sincerely, ` ���� Mary Crrice Annuity Claims Deparlment {, ,x,_ ,. I Amsrican G�neral Lih Inwranc�Compan ' P.O. Box 871 •Amarillo,TX•79105-0871 LH-AGL __ i� _ / Ewing Brothers Funeral Home, Inc. 630 South Hanover Strxt Carlisle,PA 17013 (71�243-2421 July 17,2013 Monica K.Gutshall 2262 Newville Rd. Carlisle, PA 17015 Ka n M.Gutshall � The Funeral Service for �'Y We sincerely appreciate the confidence you have placed in us and will continue to st you in every way we can. Please feel frce to contact us if you have any queations in regard to tlus statement. �� �THE FOLLOWIN(}�IS AN Y['6MIZED STATEMENT OF'I'f�SERVICES.FACQ.ITIES.AVfOM � 6QUIPMEIVI', AND MERCHANDISE THAT YOU SELECIED WHEN MAKING TFffi FUNERAL ARRANGEM � S. � � Profeesional Services Basic Services of PA L.F.D. 1,300.00 Bathing and Embalming 895.00 Other Prepscation of Deceased 295.00 Basic Use of Fecility 200.00 Documentadon Prep/Recording 325.00 FD/StaffSupervision ViewNisiUSmia 375.00 Facility/Equip ViewNisiUSavice 375.00 FD/StaffSupecvision ViewNisiUService 375.00 Facility/Equip ViewNisiUService 375.d0 FD/Stafffor Interrttent Service 125•00 Total Profeasional Services ------_�d�__ Eqaipment Trensfer Deceased to Funeral Home 295.00 Hearse Usage 295•00 Safery/Lead Vehicle 135.00 Utility Vehicle 135.00 Total Eqnipment -------866:Q�-- Merehandise 18G White from Batesville 1,900.00 Regista Book 40.00 Memorial Folders 1�•� Thank you cazds 10.00 ToW t Merc6andiu Selechd -°---------�OSUU�—� AT THE TIME FUNERAL ARRANGEMENTS WERE MADE,WE ADVANCED CERTAIN�,AYMENTS TO OTHERS AS AN ACCOMMODATION. TE�FOLLOW(NG iS AN ACCOUNTING FOR E CHARGES. Cash Advaoces The Sentinel Obituary w.photo 290•8z Valley Times Star 60.00 p�ath Certificates 30.00 Professional Hair Styling 40.00 Total Caa6 Advanea '���.'- ��y SALES TAX I 0.00 SUB-TOTAL '�, 7,970.82 \ r . �� . _------- . : __ _ �� _ _ __. NEVWILLE COMM. AMBULANCE C/O PROMED SERVICES, IN . 4 W. MAIN STREET SHIREMANSTOWN, PA 17011 1-866-678-6855 / Patient Bill Page: 1 Pdrned: OB/30/13 11:55 KATHRYN C GUTSHALL ID: Neww2975 2262 NEVWILLE RD Cartisie, PA 17015 DOB: 02/27/1925 PadeM: KATHRYN C GUTSHALL ID: 2875 OB:02/27M825 Claim Number: 4713055�i8gnosis 1) 707.23 Ins: 1)MC/Aapn 20118B862A 2)CBX/Aagn YWM80030183300/00900001001 03 08/27-OBl17/13 010 A0888RH 1 A 300.00 20 300.00 , 0.00 100.00 200.00 200.00 Procedure: BLS ADDITIONAL MILES � Date firet WNed: OB/23H 3 i MEMBER REDUCED RATE PatleM Tohls: 500.00 800.00 0.00 ' 0.00 100.00 200.00 200.00 � Total Amount Due B i uarantor. 200.00 • I � i � I I � i i i � i i i I ; I ; � ! , i i i www DETACH HERE vwwv i --- --- ---- � PLEASE MAKE CHECKS PAYABLE TO NENNILLE COMM AMBULANCE ' Prov Codea:01U�MIle Ambulance -- To Yrunprap�r andlt.Plw�c1ip and mNl the bottom ssctlon for aach pip���.d Includ�wRh p�ymsM --------- � Guer.KATHRYN C 6UT8HAlL N:NeWV-2975 Clma:47130552 !'% . Pepe t � Totel Due(all peges):200.00 _ . ...___...... .... .. __ . . . . a . .. . _ . _ . . . ._