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Home My WebLink About03-19-15 (2) . . � 1505614134 EX(03-14)(FI) REV�150� CountyCode Year FileNumber Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 2sosoi 2 1 1 2 0 0 9 7 Harrisbur4 PA 1��2s-osoi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYVY Date of Birth MMDDYYYY 0 9 0 2 2 0 1 1 0 9 2 2 1 9 5 4 DecedenYs Last Name Suffix DecedenYs First Name MI G e n s 1 e r S a n d r a (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return Q 2.Supplemental Return � 3.Remainder Return(date of death Prior to 12-13-82) � 4.Agriculture Exemption � 5.Future Interest Compromise(date of � 6. Federal Estate Tax Return Required (date of death on or after 7-1-2012) death after 12-12-82) � 7.Decedent Died Testate � 8.Decedent Maintained a Living Trust 0 9.Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) � 10.Litigation Proceeds Received � 11.Non-Probate Transferee Return � 12.Deferral/Election of Spousal Trusts (Schedule F and G Assets only) ❑ 13.Business Assets ❑ 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INfORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number � W a y n e F • S h a d e , E s q u i r e 7 1 � 2 4 �-r� 0 ;�r !�; 0 'M o �-3 = �:� First Line of Address ` ' �' �� ' . � --�•) �-=-� � . _ ,__.� 5 3 W e s t P o m f r e t S t r e e t ' - !--' ' c::� , Second Line of Address __,� _:.� , City or Post Office State ZIP Code � ,� _ ;;� C a r 1 i s 1 e P A 1 7 0 1 3 �., �- `= ', -.� CorrespondenYs e-ma�i adaress: Waynefshade@comcast.net '� REGISTER OF WILLS USE ONLY �, -- _- _ ' REGISTER OF W ILLS USE ONLY �. � I DATE FILED MMDDYYYY I � � DATE FILED STAMP III PLEASE USE ORIGINAL FORM ONLY Side 1 I II�III IIIII IIII)IIIII'llll IIIII IIIII IIIII IIIII II'll IIII IIII L 15�5614134 1505614134 � � � � 1505614234 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYs Name: S a n d r a G e n s 1 e r RECAPITULATION 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 and Notes Receivable(Schedule D) . . . ... . . .... . .. .. . . . . . .... 4. • 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . .... 5. 5 1 6 . 8 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ... . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property (Schedule G) � Separate Billing Requested ... . . . . 7. • 8. 7otal Gross Assets(total Lines 1 through 7) . . . .... . .... . .... . . . . . ..... 8. 5 1 6 , 8 9 9. Funeral Expenses and Administrative Costs(Schedule H) 9. 1 4 � . � � . . . ..... .... . . . . . . 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) ... . . . . . .... . 10. ' 11, Total Deductions(total Lines 9 and 10) .. . ..... . ... . . . . . ... .. ...... . . . 11. 1 4 � . � 0 12. Net Value of Estate(Line 8 minus Line 11) ... . . . . . .. . . ..... . . . . . . . . . .. 12• 3 7 6 . 8 9 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. 3 7 6 . 8 9 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 _ 0 . � � 15. � . � � 16. Amount of Line 14 taxable at�inea�rate X.045 3 7 6 . 8 9 1s. 1 6 . 9 6 17. Amount of Line 14 taxable at sibling rate X.12 � . � � 17. � • � � 18. Amount of Line 14 taxable at collateral rate X.15 � • 0 0 1 g. 0 . 0 0 19. TAX DUE .. . . . . . . . . . . ..... . . . .. . .. .. . ..... ..... . . . . . ... . .. .. . . . 19. 1 6 • 9 6 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties of perjury,I declare 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 person responsible for filing the return is based on all information of which preparer has any knowledge. SIG RE OF RSON R SPONSIBLE FOR FILING RETURN �DA�jF� ` � r {C� J ADDR SS 103� Burnthouse Road Carlisle PA 17015 SIG�VjlU�SE�^�GEPA_�-13�F�j��i�R�T�HAN PERSON RESPONSIBLE FOR FILING THE RETURN � �?( /� � ""`�-e.. �� ADDRES3� 53 West Pomfret Street Carlisle PA 17013 I IIIIII IIIII IIIII IIIII IIIII IIIII IIIII(IIII IIIII IIIII IIII IIII Side 2 � 1505614234 1505614234 J . REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 12 0097 DECEDENT'S NAME Sandra Gensler _ _ -- _ _--- __ __---_ _ _ _ __ _ ._ ___ — _ _ STREETADDRESS 9 East Lauman Street _ _ _. _ _ - _ _ -- _-- ____ ---- _ _ _ _ _�-- - CITY STATE ZIP Mt. Holly Springs I PA 17065 Tax Payments and Credits: �. Tax Due(Page 2,Line 19) (1) 16.96 2. CreditslPayments A.Prior Payments _ B.Discount __ (See instructions.) Total Credits(A+g) (z) 0.00 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) �.�0 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is theTAX DUE. (5) 16.96 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 ...................................................................... O � b. retain the right to designate who shall use the property transferred or its income ............................... X c. retain a reversionary interest ..........................................�......................................................... ❑ ❑X d. receive the promise for life of either payments,benefits or care. ....................................................... 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... � 0 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 propeRy,which contains a beneficiary designation?.................................................................................................. ❑ 0 IF THE ANSWER TO ANY OF TFiE 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 retum 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 step-parent 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(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibiing 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-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. RESIDENNDECED NTTURN pERSONAL PROPERTY ESTATE OF: FILE NUMBER: Sandra Gensler 21 12 0097 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. Estate of Harold V. Nace 516.89 TOTAL(Also enter on Line 5,Recapitulation) S 516.89 If more space is needed,use additional sheets of paper of the same size. � REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Sandra Gensler 21 12 0097 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAI EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) StreetAddress City State ZIP Year(s)Commission Paid: 2, attomey Fees: Wayne F. Shade, Esquire 125.00 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explana6on.) Claimant StreetAddress City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5 Accountant Fees: 6. Tax Retum PreparerFees: �. Register of Wills, file Supplemental Inheritance Tax return 15.00 TOTAL(Also enter on Line 9,Recapitulation) $ 140.00 If more space is needed,use additional sheets of paper of tl�e same size. f ' REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Sandra Gensler 21 12 0097 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 [Indude outright spousal distributions and transfers under Sec.9116(a)(1.2).] �. Eric L. Gensler Lineal 376.89 1030 Burnthouse Road Carlisle, PA 17015 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. u, NON-TAXABLE DISTRIBUTIONS: 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 LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size.