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Home My WebLink About10-08-14 - � 1505610105 REV-1500 Ex�°z_ll,�FI, ;-�T PA Department of Revenue pennsytvania OFFiCIAL USE ONLY °��^aT�F� FW�°r�� County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN j PO BOX z8o6oi �� Harrisbur ,PA� i28-o601 RESIDENT DECEDENT '�� ' ENTEIt DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY ' ' 05/07/2014 ' 12/6/1933 DecedenYs Last Name Su�x DecedenYs First Name MI Gsell Jr. Harry W ' (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Gsell ' ' ' Jean E ' Spouse's Social Security Number _ _ _ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE � REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Originai Return p 2.Supplemental Return O 3. Remainder Return{Date of Death Prior to 12-13-82) p 4. Limited Estate p 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CON�IDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: � Name _ _ _ _ _ Daytime Telephone NumbeN c� Andrew C. Sheely, Esquire 717-697�050 � � �-�,-� _ __ _ _ _ _ � o rn � c� • REG0.�PE •�QP WILLS E ONC,� �7 � _:i_ �� . ., C::::J _� ,_.._ + i r -;� First Line of Address � - - ' � �4 °`-� .... ........ ........ ... ...... ......... ......... . ........ ......... ......... ......... ......... . (�1 . . ... �.... .,,..,T �! ', 127 South Market Street . ,--. ; "� -�i -� , � _. _ _ ___ � _ ,� w:- Second Line of Address :: --- � , c.� r P.O. Box 95 , , " ; � � City or Post Office State ZIP Code '"�� DATE FILEC�� 'Mechanicsburg PA ' 17055 Correspondent�s e-maii address:andrewc.sheely@verizon.net Under penalties of perjury,I deciare 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 preparer other than the personal representative is based on all information of which preparer has any knowledge. SI E OF PERS RESPONSIBLE FOR FILING RETURN DATE , �a Q e , �' �'` n2 d � ''j� A ESS Jean E. Gsell, 702 Somerset Drive, Mechanicsburg, PA 17055 SIGN�TU F PREPA ER H N EP SENTATIVE DA E ADDRE S � �� Andrew C. Sheely, Esquire, 127 South Market Street, P.O. Box 95, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 � 150561�105 15056101,05 � � � 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYs Name: GS2II, J�., Harry W. ' ' RECAPITULAT�ON 1. RealEstate(Schedule A). ... .. ... .. . .. . .. .. . . ... .. . . ... .. . .. .. . .. . .. . 1. ' 2. Stocks and Bonds(Schedule B) . .. .. . . .. .. .. . . . .. . .. . ... ... .. ... .. . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule Cy ... . . 3. ' 4. .Mortgages and Notes Receivable(Schedule D). . ... .. . .. ... .. .. . . .. . .. .. . 4. ' 5. Cash, Bank Deposits and Miscellaneous Personai Property(Schedule E). .. . .. . 5. ', 6. Jointly Owned Property(Schedule F) O Separate Billing Requested . . . .. .. 6. ' 7. Inker-Vivos Transfers&Miscellaneous Non-Probate Property " (Schedule G) O Separate Billing Requested.. .. .. .. 7. ' 219,211.19 8. Total Gross Assets(total Lines 1 through 7). .. ... .. ... . .. .. . . .. .. .. . .. .. 8. , 219,211.19 '' 9. Funeral Expenses and Administrative Costs(Schedule H). . .. .. .. . .. . ... .... 9. ; 7,002.32 '' 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I).. ... .. .. .. .. . . 10. i 11. ;Total Deductions(total Lines 9 and 10). .. . ... .. ... ... .. . . .... . .. ... .. .. 11. : 7,002.32 _ 12. Net Value of Estate(Line 8 minus Line 11) .. . ... ... .. . . . ... . .. . .. ..... .. 12. 212,2�8.87 . 13. Charitable and Govemmental BequestslSec 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. ' 212,208.87 ' TAX CA�CULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of�ine 14 taxable at the sp�usal tax rate,or transfers under Sec.9116 _ _ _ _ (a7(�.2)x.0 0 , 212,208.87 15. : 0.00 16. Amount of Line 14 taxable ° at lineai 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 ' ' �g , 19. TAX DUE . .. .. . . .. . .. . .. .. . .. . .. .. ... .. . . . . .. ... ... .. . .. .. .. .. . .. . 19. ' 0.00 ', 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 �, 150561�205 150561�205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Harry W. Gsell, Jr. STREETADORESS -_ _..__.. ___ _.... 702 Somerset Drive ____ _.._..._ __..... _....... __...... - _ _ - _ ........ _..... -- _ _ _ - __....... __........ __ -- - - _.. CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) $0.00 2. Credits/Payments A.Prior Payments __ --__ __ B.Discount Total Credits(A+B) (2) 3. interest (3) 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 transferretl.......................................................................................... ❑ � b. retain the right to designate who shall use the properky transferred or its income ............................................ ❑ � c. retain a reversionary interest .............................................................................................................................. ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred after Oec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in trust for"or payable-upon-death bank account or sec:�rity 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 SGHEDULE 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 chiltl 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 decedenYs lineal beneficiaries is 4.5 percent,except as nated in[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 decetlent,whether by blood or adoption. _ __ Kev-tsi� �x+ �io-oy� %� SCHEDULE H ' � pennsylvania � DEPARTMENTOFREVENUE FUNERQL EXPENSES AND � � INHERITANCE TAX REfURN ADMINISTRATIVE COSTS RESIDENT OECEDENT ESTATE OF FILE NUMBER Harry W. Gsell, Jr. Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES; 1' Malpezzi Funeral Home $5,673.32 2. Funeral Luncheon $830.00 3. Royer's Funeral flowers $234.00 6. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) �ean E. Gsell Street Address 702 Somerset Drive _..._.. --- _...._-- - - __... _ -__..._. city Mechanicsburg state PA ZIP 17055 Year(s)Commission Paid: 2. Attorney Fees: ,,�-�2�1�� <...�� 17��l j� C�ru�'"� $250.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address___ _._...__, — ___ _._.... -_...... City __._.._._....__State_ __ZIP Relationship of Ciaimantto Decedent 4� Probate Fees: 5• Accountant Fees: 6. Tax Return Preparer Fees: �� Filing Fee $15.00 TOTAL(Also enter on Line 9, Recapitulation) $ 7,002.32 If more space is needed,use additir�nai sheets of paper of che same size. _ __ _. ___ kev-isio�x+tos-o�� . �pennsylvania SCHEDULE G � .- DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Harry W. Gsell, Jr. This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE NUMBER THE DATE OP TRANSFER. ATfACH A COPY OF THE DEED FOR REAL ESTATf. VALUE OF ASSET INTEREST (IF APPlICABLE) VALUE 1 Vanguard Roth IRAAccount#09958896532. Beneficiary:Jean E. Gsell,Wife, 702 Somerset Drive,Mechanicsburg, PA 17055 136323.83 100 136323.83 Vanguard Variable Annuity Contract#100141743. Beneficiary:Jean E.Gsell, 2' Wife,702 Somerset Drive, Mechanicsburg,PA 17055 82,887.36 100 82,887,36 TOTAL(Also enter on Line 7, Recapitulation) $ 219,211.19 If more space is needed, use additional sheets of paper of the same size. �� l-LBt�-L�S-E-1,36D19'Si95L000000 VYOE � Io�M p y < < < ,� �g�� W .., � � ,� D = � -_ w ° o � � � XKg ��. � � � � � n � � � ' � � _ � m � -� � Q � oo� � a � $� Q � "► ., � � m o n. C �7 o G� � -+ c� v z m o� ot � 3 ,�, � � D � a < m � m ° m �= � m � � o � � � @ n � m � � � s ,c � � Q- m � � o o � � o � 'r� ,� . a � G� 3 m C -, � � � a a c� o� � p. @ -Z � o Q < � � �. m � � 7 C ,-+ � '"` �_ p �p �' m p 91 a � @n� � � m tR 3 X °—' � m Q.' -�. �, v tC y 7 Q- o3m � a, _ o . C ,� m. __. Q Q � _.�--- � v � � 3 � . � � _� . � ; m a `° �_ � � � m ax � m e+� °' � � _y � �Q .+ ° C � o � � � �� a N '~ � � � C 0 0 � � �Qm a 3 QQ1 � O �n � O C�It C � O! V � .m-► Qf m . CD �. 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As you t�t�y l�t�v, �was t#�e a�rrt�V�uard�Variabie A�tuily� 1401�i743, �f as a ben�r, Y�u are e�ed to 1�6 c�tt�e ctmen#va#c►e af #he�.The��tr�re beert p�+av�ta a�.sis#y�u. Ptease review these vatt�es a�Ong w�h�e,ru�erd�ocfiure t�he�ytw in�the best opfiot��o meet y�t�eeds. The r�lcet vahte anc#evst�afe as�: Ma�1ce�v�as o�t�tl61�U'f�: 585,{)8.9.4� Va�ue or�da�e c�d�(t�1072i3'�4}: $82,887.3fi Cos#basis: $37,'i47.64 Gu� ll�� $f}.AO C�i�i311` rr� fi�-t$,s�.r r�/��v� The oost bas�s is the por�ion c�tt�e annuity va�tlrat is exernpt from�ditianal fied�a! �ome�uc. 1t r�� tvestrnerrts�the a�tu�ty tha��ere made on an after�c basis. ' ff the g�eed��d�ber�is��ran��watue, a ben�►�or�r rec�e#�e guar�mtn�u�a death benefit by electing eithe�a�s�m tf'�€��or3; otl��do€��ov�t#�is gua�d v�,re. #�the v�va�e is�ti�an'#1e gua�as�e� t��num death ber�, tt�e�`raiue w�be pa�t rega�diess�F benefic�'.rary�ion. P#ease r��the d�m#s p�,��vakse rnay sria�e c� or dowri v�th mar�cet cvn�vt�s a€�ctrange the pa�rment amc�rt. You may request an ex�ge b�eert se��acco�t�s�wr�ng or#�t phcxte. ��e tha#�# �tere��#�pte��ie.s or��e co� �ben�fiaari�s�t c:onsent to arfy ex�. ��e�Vafx�uard�/ar�A�ni�Y P�P��mo�e ir�o�o►�cm�cf�t pa�OUt�rooedures. To ob�yo��ass�.s, �r q�e�E a�p,of#t�e� d• �, which are expMaineti in the ac�om��e: � �ribution Lump Sum p'�� Five Yeat p�� Annt#�zation Spot�sal Deferrai ��9��. p�fin�ow the��S pFO�ded 'm the brochure. if you tr�tre�,��e w�ek:ome to ca�€as at 800-462-2394 or�bus�ness days#r�n S am. �0 8 p.m. E��r�e.A l�er�ed��s�r��v�uid be Pieased to a�#you- Sirtce�eliy, ��..7�� ' . Barbara L. �emirig Reg�Represe�e Annt�ity and fnsu�ance Se�� Enct: A�� F� ��ry Op�8�roettwe E�c�� Varrabte prpspec�us B�i�epty Enaelope 30314771 _ _ _ __ _ REV-1513 EX+(U1-SO) : �� pennsylvania SCHEDULE ] , DEPARTMENT OP HEVENUE � INHERITANCE TAX RERIRN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Harry W. Gsell, Jr. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and trensfers under Sec.9116(a)(1.2).] i. Jean E.Gseil,702 Some�set Drive,Mechanicsburg,PA 17055 Spouse 100% Rest, Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUlIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size.