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Home My WebLink About01-0083 K~V.'~ijI.', t!\ (ll-UO) w ,.. :::c:=:;'" U"'''' W"U ,,00 U"''''' ..'" .. < COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 ~'-'~~'~_~'_""~"_ ""'H"'"_"~W^'~=_'"""_O_"""'m'."~'_,', INHERITANCE TAX RETURN FILE NUMBER ~I -Q I RESIDENT DECEDENT COUNTY CODE YEA. I- Z UJ C UJ U UJ C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) GOTSBAUOI AllllllABEL R. ClQQZ'..3_ NUM8ER SOCIAL SECURITY NUMBER 195 - 50 - TIn DATE OF DEATH (MM-DD-YEAR) 04-18-2000 DATE OF BIRTH (MM-DD-YEAR) 03-29-1906 THIS RETURN MUST BE FILED IN DUPliCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1'I/A 00 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (AllachcopyofWiIl) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death alter 12.12-82) D 7, Decedent Maintained a Living Trust (AIlachcopyofTrusl) o 10. Spousal Poverty Credit (dale ofdealh between 12-31.91 and 1.1-95) 03. Remainder Return (daleofdealhpriOflo 12.13-82) D 5. Federal Estate Tax Return Required jl 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AAachSch0) ,.. z w c z o .. '" w '" '" o U 'THIl\Sl!-O:t:lC:)N_!t/IO~"ll'Il);, -lil I"j:Etl;lil~1;IJ.~QOtlJil!l;sFl~NQENOE;~J!l~L: ~NiIR!!J:ljr_ ,:['iJ!~4fil!.~:rUIIP.TI<;),N~$aOU1;a:BePJR!!01ep TO: NAME COMPLETE MAiliNG ADDRESS TBCI'IAS L. WENGER, FIRM NAME (1IApplicable) WIX ~ & WEIDNER TELEPHONE NUMBER 508 NCRl'B SI!XXlND STREET P.O. BOX 845 BARRISBmG, PA 17108-0845 (1) 0.00 (2) 968.63 (3) 0.00 r- '"^::: (4) 0.00 (5) 0.00 (6) 48,480.28 (7) 0.00 (6) 49,448.91 (9) 5,914.29 (10) 1,652.00 (11) 7.566.29 (12) 41 .RR7_~ (13) 0.00 (14) 41,882.62 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPliCABLE RATES x .0_ (15) x.o6-- (16) x .12 (17) x .15 (16) 16, Amount of line 14 taxable at lineal rate 41.RR7.62 2.512.96 z o ~ ...J ::) l- ii: <( u UJ lr 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sote-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joinlly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (to1allines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) 11. Total Deductions (Iolal Lines 9 & 10) 12. Net Value of Estate (Une 8 minus Une 11) (19) 2.512.96 z o ~ I- ::) 0. :i: o u X ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a}(1.2) 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due Ut;;t,;t;;Ut:IIL ~ \"UIIIJ.lIt:Lt: J-\uurt:~~; I STREET ADDRESS . 5603 ~F.f.l\Nf) l'CIlR'I' ~ICSBmG Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount I STATpA (1) I ZIP 17055 2,512.96 Total Credits ( A + 8 + C ) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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. 2,512.96 A. Enter the interest on the tax due. (5) (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 2,512.96 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRiATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or............. ,.,.., ,..,... ,...... ,....... ,.., ,.,...., ,.. ...... ....., ,.,...,., ,.... ,... ....., ,.......... ... ........., ...,., 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 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?.............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No 00 I!l IX] IX] IX] 00 I!I IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS is YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, ADDRESS Under penalties of pe~ury. 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 01 pre parer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON R~Q/':JSI81}! FOR Fill ,/ /,," / I 396 ALLLSCI!IIiVENUB, MECIWIICSBURG, PA 17055 ",_ru~~'"?,O~:~" ~_~"'m' . ADDRESS WT~= ~:!:-~J~ ~ R4~" RARRT~" PA DATE ~/11nl 17108-0845 ;';;" ;; ..;;~:~:E::];:.~;D: N{jh~7fAW1~illl0~gf~~~~'~fdmg~lBTilil~J;llt~~Hiliii}~~:Q~iF4F:jl;j;rb~~R01TIf!t~f:m'[tffih1f!~~;!h~illjw;;mffi~FJ1i:m~ti{~:1":j;i;j~h(i~t~i~;1;;';'1;~1-~,:i:~6; ~l:;;;;>j: j-A;;;'ct':: For dales of death on or after July 1, 1994 and before January 1, 1995, Ihe tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. 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% [72 P.S. ~9116 (al (1.11 (ii)]. The statute does not exemot a transfer to a sUlViving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if Ihe surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the nel value of transfers from a deceased child twenty-one 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% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value oflransfers to or for Ihe use of the decedenl's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parenl in common with the decedent, whether by blood or adoption. R1;V.'W"X.".~I* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I SCHEDULE A REAL ESTATE ESTATE OF GUTSHALL ANNABEL R 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 of the relevant facts. Real property which is jointly-owned with right of survivorshio must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER DESCRIPTION VALUE AT DATE OF DEATH N/A 0.00 TOTAL (Also enter on line 1, Recapitulalion) $ 0.00 """'."'.I"~I. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I NT N SCHEDULE B STOCKS & BONDS ESTATE OF GUTSHALL ANNABEL R All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM NUMBER 1. DESCRIPTION 18 SHARES AMERICAN GENREAL CORPORATION COMMON ACCOUNT NO. 3776-1680 DOD VALUE OF $53.813/SHARE VALUE AT DATE OF DEATH 968.63 TOTAL (Also enter on line 2. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 968.63 REV-151l4EX+ll.f'1l~_ WIllI COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN REI TOE NT SCHEDULE C CLOSELY -HELD CORPORATION, PARTNERSHIP or SOLE-PROPRIETORSHIP ESTATE OF GUTSHALL ANNABEL R FILE NUMBER Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH N/A 0.00 TOTAL (Also enter on line 3, Recapitulation) $ 0.00 ;EV'.""";"* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF GUTSHALL ANNABEL R. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER DESCRIPTION VALUE AT DATE OF DEATH N/A 0.00 TOTAL (Also enter on line 4. Recapitulation) $ 0.00 ''''.'~m'I''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF GUTSHALL ANNABEL R Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 5, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) .,v.,;om.,,,,, *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF GUTSHALL ANNABEL R If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Shirley G. Conrad 396 Allison A venue Mechanicsburg, P A 17055 Daughter B c JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH lTEM FOR JOINT MADE Include name of financial institution and bank account number Of similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A 11123/93 Bank of Landisburg 2,042.29 50. 1,021.15 Certificate of Deposit No. 700002782 2. A. 12/28/94 Bank of Landisburg 15,253.15 50. 7,626.58 Certificate of Deposit No. 700004917 3. A. 9/13/95 Bank of Landisburg 6,032.84 50. 3,016.42 Certificate of Deposit No. 700005984 4. A. 5/5/93 Bank of Landisburg 5,125.45 50. 2,562.73 Certificate of Deposit No. 700002499 5. A. 2/24/86 Bank of Landisburg 2,016.13 50. 1,008.07 Certificate of Deposit No. 060-091-9-70 6. A. 1/31/95 Bank of Landisburg 10,121.81 50. 5,060.91 Certificate of Deposit No. 700004959 7. A. 3/19/95 Bank of Landisburg 10,046.44 50. 5,023.22 Certificate of Deposit No. 700004996 8. A. 4/6/90 Bank of Landisburg 12,799.29 50. 6,399.65 Checking Account No. 263-009-5 9. A. 4/8/88 Bank of Landisburg 23,757.71 50. 11,878.86 Checking Account No. 260-091-9 10. A. 6/26/96 Allfrrst Bank 2,013.85 50. 1,006.93 Certificate of Deposit No. 87008140310506 TOTAL (Also enter on line 6, Recapitulation) $ 48,480.28 (If more space is needed, insert additional sheets of the same size) Continuation of REV.1500 Inheritance Tax Return Resident Decedent GUTSHALL, ANNABEL R. PaQe 1 Schedule F-2 - Jointly-Owned Property LETTER DATE DESCRIPTION OF PROPERTY "10 OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial ir1s~tution and bank account number Of similar iden~fying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate, VALUE OF ASSET INTEREST DECEDENT'S INTEREST 11. A. 2/4/98 AJlfirst Bank 2,023.76 50. 1,011.88 Certificate of Deposit No. 87008141047531 12. A. 209.348 shares Vanguard Group Wellington Fund 5,727.76 50. 2,863.88 Account No. 984094397 SUBTOTAL SCHEDULE F.2 3,875.76 GRAND TOTAL SCHEDULE F.2 $ 4B,4BO.2B ,,,,.,;om.,,.,,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF GUTSHALL ANNABEL R FILE HUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1S00 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDETHENAA1EOFTHETAANSFERfE.THEIR~LATlONSHI~TODECEOENTANOTHEDATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPVOF THE DEED FOR RE.At ESTATE VALUE OF ASSET INTEREST (IFAPrLICABLE) 1. TOTAL (Also enler on line 7, Recapitulation) $ ''''''''''''Ii'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF GUTSHALL ANNABEL R FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAl. EXPENSES: 1. Nickel Funeral Home 3,584.94 2. Rev. Paul Gehris 100.00 3. Zion United Church 1,000.00 4. Rice Memorials 75.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) So~al Security Numbens) I EIN Number of Personal Representative(s) Street Address City State Zip Year{s) Commission Paid; 2. Attorney Fees Wix, Wenger & Weidner (estimated) 1,150.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. Appraise Evaluation Service 4.35 TOTAL (Also enter on line 9, Recapitulation) $ 5,914.29 .. (if more space IS needed, Insert additional sheets of the same Size) "~. '''.''''''''''')~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF GUTSHALL ANNABEL R FilE NUMBER Include unreimbursed medical expenses, ITEM NUMBER DESCRIPTION AMOUNT 1,552.00 1. Masonic Homes, Elizabethtown, P A (nursing care) 2. Ambulance Association 100.00 TOT Al(Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,652.00 -""'''''''-'''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER r.:IIT<::",~ I ^' " R 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) 1. Shirley G. Conrad Daughter 100% 396 Allison Avenue Mechanicsburg, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRiBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PARTlI - ENTER TOTAL NON-TAXABLE DISTRiBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space Is needed, Insert additional sheets of the same size) WILL AND TESTAMENT NATIONWIDE OFFICE EQUIPMENT CO.. INC, 3J. Hcrriiburg, Po, of Blain ill the County of Perry nnd State of l"'ewlSylvania, being of sound mind, memory and understanding, do make and publish this my last will and testament, hereby revoking find muking void all former wills by me at any time heretofore made. And first, I direct tha.t my funeral be conducted in manner corresponding with my estate and situation in life and that all my just debts and funeral expenses be fully paid and satisfied ';1.S soon as conveniently may be after my decease. As to such estate as it hath. pleased God to intrust me with, I rlispnse of tl,c .';;\1':"-= as follows, ANNABEL. M. GUTSHAlL viz: I. I hereby grant and bequeath all of my personal property, both t~mgible and intangible, wheresoever situate, to my daughter, Shirley G. Conrad. IX. I hereby grant and devise all of my real estate, or any intereST that I fay have in any real estate, wheresoever situate, to my daughter, ~, Shirley ,G. Conrad. III. In the event my said daughter, Shirley G. Conrad, should predeccas~ me, then in such event, I hereby bequeath and devise all of my persc,nal and real property above mentioned, wheresoever situate, to my son-in-law, Robert B. Conrad. IV. I hereby nominate and appoint John J. Krafsig, Jr., Esquire, to serve ~s the attorney for my estate. .!~ rI! \1 {J ~d i hereby nominate) constitute and appoint Shirley G. Conrad, Execut:rix, and i1 she should- predecease me) I hereby nominate, constitute and appoint R<Jbert B. Conrad, Executor of this my last will and testament., without the necessity of r.osting be'od. In Witness Whereof, 1 Annabel M. Gutshall) the Testat rix lhave to this, my will, written on one sheet of paperJ set my hand and seal, thi3 -2~ day of {;W.-I.~ A. D. One Thousand Nine Hundred and Seventy-seven (1977). ..L'~..1!.!,~ct:t", (SEAL) Signed, sealed, published and declared by the above named Testatrix " as and for her l:l.st will alld testament) in the presence of us, who ha",'c hereunto subscribed our names at her request as witnesses thereto, in the presence of the said Z:9ta trix .J f ~ '~~h ot cr." ~ff~11d~;"",;""" "CVI~rt\~. ,~""" 1! ~, EQUISERVE innovative Leadership In Shareholder Services. December 1, 2000 Shirley Conrad 396 Alison Ave. Mechanicsburg, PA 17055 RE: REF: A/C: AMERICAN GENERAL CORPORATION COMMON 07537459204 Annabell M. Gutshall Dear Ms. Conrad: We have received your inquiry regarding the above referenced account. On the date of death, 4/18/00, our records indicate that there were 18 shares. The closing price on this date was $53.813 per share, giving the account an estimated market value of $968.63. Thank you for the opportunity to be of service. Should you have any questions, please call us at 800-519-3111. sincerely, . ~, I /' ;' f LI./h L(i'/,- ~cll (i' f\/~!tlJV~ Ameenah A. Rahman Client service Team c Fv,,/'" The Ban~ofLandisburg ESTABLISHED 1903 P,O, BOX 179 . LANDISBURG, PA 17040 August 18, 2000 Wix, Wenger & Weidner Attorneys At Law 508 North Second Street Post Office Box 845 Harrisburg, Pa. 17108-0845 RE: Estate of Annabel R. Gutshall Date of Death : 4/18/00 S.S, No, 195-50-7721 Dear Attorney Wenger: Mrs. Annabel R. Gutshall did have the seven accounts with our bank that were listed in your letter of August 16, 2000. Acct. No, 260-091-9 was a Super Now checking account opened on 4-8-88 with a date of death balance of$23,757.7l which includes interest, Acct. No. 263-009-5 was a Money Market checking account opened on 4-6-90 with a date of death balance of $12,799,29 which includes interest. Acct. No. 060-091-9-70 was a Certificate of Deposit opened on 2-24-86 with a date of death balance of $2,016.13 which includes interest. Acct. No. 700002499 was a Certificate of Deposit opened on 5-5-93 with a date of death balance of $5,125.45 which includes interest. Acct. No. 700002782 was a Certificate of Deposit opened on 11-23-93 with a date of death balance of $2,042.29 which includes interest. Acct. No, 700004917 was a Certificate of Deposit opened on 12-28-94 with a date of death balance of$15,253.15 which includes interest. Acct.No,700004959 was a Certificate of Deposit opened on 1-31-95 with a date of death balance of$10,121.81. Acct.No. 700004996 was a Certificate of Deposit opened on 3-19-95 with a date of death balance of $10,046.44, C(J~ / LANDISBURG - 717-789-3213 . BLAIN - 536-3118 . SHERMANS DALE - 582-8511 The Ban~oflandisburg ESTABLISHED 1903 p.o, BOX 179 . LANDISBURG, PA 17040 Acct. No. 700005984 was a Certificate of Deposit opened on 9-13-95 with a date of death balance of $6,032.84. These were all joint accounts with Mrs. Gutshall's daughter, Shirley G. Conrad. The accounts were established on the dates shown above. Very truly yours, n .....p 11'1_. -,,1',-- \//~'rA.~~ 6~dith 1. Geanette Community Office Manager Phone: (717) 536-3118 Cl!J~ LANDISBURG - 717-789-3213 . BLAIN - 536-3118 . SHERMANS DALE - 582-8511 !l allfirst AIl first Financial Center N.A. P. Q. Box 900 Millsboro, DE 19966 September 11,2000 Wix, Wenger & Weidner Attomeys At Law 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 RE: Estate of Annabel Gutshall Date of Death: April 18, 2000 Social Security Number: 195-50-7721 Dear Ms. Williamson: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type........................... Certificate of Deposit Account Number....................... 87008140310506 Ownership (Names of}.............. Annabel Gutshall (or) Shirley G. Conrad Opening Date........................... 06/26/96 (account closed 07/28/00) Balance on Date ofDeath.........$ 2,007.57 Accrued Interest $ 6.28 Total............................ ....... ....$ 2,013.85 2. Account Type........................... Certificate of Deposit Account Number....................... 87008141047531 Ownership (Names of}.............. Anna Gutshall (or) Shirley G. Conrad Opening Date...........................02/04/98 (account closed 07/27/00) Balance on Date ofDeath.........$ 2,018.98 Accrued Interest $ 4.78 Total. .... ............................... ...$ 2,023.76 . Page 2 September 11, 2000 1bis letter does not include any accounts in which the deceased may have been listed as power of attorney, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. These accounts were converted from the acquisition of another financial institution. Unfortunately, we are unable to access any informatiDn pertaining to the date the account was made joint For any additional information on these accounts, please contact our branch at 5219 Simpson Ferry Road Mechanicsburg, PA 17055 Phone- (717) 255-2031 Sincerely, /' / .~ I it ilL ~JQ1.l? M.Jij/i!}; L/iLi" (I Charlene Warrington Assistant 1lI (302) 934-2722 .... if .. " " Po ., ~ ~ o u z 0" .... ~ ~ .., '" ~ ~ ., ., .. .. .... " .., .... ~ e., a ., ~ .., " .. al ., .. .. ~ ... . ... . .. '" o ~ ~ z ::l '" '" u " ~ 8 u " o o o N 00 .... .... 0- " ~ ~ '" . ~ " " '" !;; .. o .. o .. !;; o .. ," .,.., .." ~ > ., ~ Po if Po .... ., e fli " .... ~ ~ 01; ~ .... "', u > u .... " 0 ~ ~ e ~ .. ., '" ,.. ,.. N ,.. "' .. i~ o o o '" '" ,.. N o .... .. "'u ,.... ~g: .., o o '" '" <- N '" ., " .. 'u s :< ....0. '" .. u.. ~ ~ 00 .... , .. o z o H " 0. .... '" u '" .. o [;! .... o .. 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'" j r ~L H VITL..l F;Fcorms H A F E :;~TIFICA nON OF DEATH C:CR"T I\JO T. 4 4 6 5 9 8 0 .,L.. 1. i ~ . _ 'I~, ";"j,, t.<;~~, -;\ ,il. ~.\. ! fflti}~:~ / .~., . ".;j'~:';:~ ;'~:)' ~,.~~ " "'~ '..' , '7'~ ~ ck '~'" '-W( ~ ;e. ':-- :~~~ ; /j]~ ,c.h$ ,~ if "\"" ~,. ' * ~I \\, c.'~' ' . .~~ {I ?: (..0'. .' ~..-;I "~c.1 ",Ii' . '. .' (~<...r.; II'';' . .(.:. ""rNT \\t ' ,1,11/ -.. ":~:~:'~_~""-'~'.!1:~iJ.!.!.f-~/ ___4-~ l]_~J_QlliL__.___,_ Date 01 Issue of This Certification :1(; ur )eCt~der n Annabel Gutshall _ '_" ___.,_ __ '._.___.__._...,...__.______._.. _.__"_.._____.~'^_e.___~.______.____~___,__.__.__._ '._----"- - .---~~~~."--,--~-----~~-.-----_.- [,_~ \.j~l(t 1_ ,', '3 t Female No. 195-50-7721 Date ot Death ___~l~-=.~Qg~________ PA R.R.#1 Dah? of ;If March 29, 1908 Birthplace Eli z ~~~,~~~_~_~_~_. .__.____.J~en_Q?~1~~Qi9. f)ia:( of Masonic Homes Lancaster 1'",1 a fit a ! Widow Oc upation Decedent Mailing Andress _560~_.-l1oreland CQurt ._...__..li~chanicsb!JX1L-._ PAJ7055 ~j!;rn:-,'l'1 c:;:\) ~)Lj1t Housewife Armed Forces? (Yes or No) __.._____~~__._.________ Rel< White lnle rrnani S ~~_:r !_E3Y J3_" ~.cUJ!'. ~ 9 ____ Funeral Director _.___.~_~m~.?___E..!..._.N_ i c k_~I_____._________..__u___________ Narnu a(~i /\OCHes:: ot Funer'c;t\ E 3tabii,.jt')ment N:L g_k_~ 1. fJ~Ln~_:rC!1 --':LQ.m~J__lQy.s viII e, P A 17047 _. ---.-------..-----..--------.------.------- I Par' I rnrnE'(Ji(Hr:: (:dU::;,r? Interval Between Onset and Death I ; Brain tumor - -- .- -,- -.---.- -_.~...,_._-_.__.._-------,-~---_._--_.-._._-_. --- -- --"_._- .,.-.--.~_._---_._- ._._--~-- ----..._--,--.~._-,--~_._.. -.--~.-.-_._--"._-- -_._~- ,_._-~-- -- ---- ---,~ Pa~ !. ']f Ottie' I ___n._'___ .__.__._ .___ _. _",___u__'_'___ ____._______________.__...__ - ______,_ n".__ ---"---' .---.---.-.-.-.------- C' onditior;:=:. _._______. .__..__ __. ______________.._.uu.__._.._.... .__._....__ _.__..l____.____. ...- -----.----.-. ~vlarnE;r Uea1r' Describe hO\1\I injury occurred: Natural XX HorniclOE' ,A,cC:Clet11 P'-.::ndlnq j nvesti~1atlon SUI.;\rj:j Cc,u!(j be Determined Nc~r:H' ({n(j 'Jf _J;_ e r~_lQ____R.!____!i~~~._.____ ____________ .______~~~_____.____ (M.D" D.O.. Coroner, M.E.) Ad: jr(?s~) __!_~.!.~_~ ~!-_h_!g.~ n ~_._!>._~_.__~Z_q_?~~_________ __ ___.__. _.__._ ._.__ ________ T tll C F: r if Y r ' the n fur rn at \ 0 n h'~ r e given is correctly copied from an 0 rig i n a Ice r t If i cat e () f n ~d h d u ! y 1 i e (j ViI It h mea L 0 C a! R E' 9 i s t r a r. T 11 e 0 rI g; n a Ice r t if i cat e \tV ill be f 0 rw a r de d tot he Sr8'1~ V tilt R Uffic8 fo' perrnan8'lt filin~i,~~__n__i,:,,;*,"AJj!i 4 -1 ~,,,:"" .2.0.o.U_ _____A-O_l Bar n tl:L_s.:t.....-+--NIDrL B] 00 m f j e 1 rl J -PA.... 1 7 0 6 8 \~i_rE-'":'t P,j(lle:::,~.;, C't,,:, f](),,:O>ijCP1. ~(:\',:'Sf""f \.;;) '; t ~ c:L (":;] - /;::2-/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE s~1- :,./ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER '\ '''; COUNTY ACN 03-12-2001 GUTSHALL 04-18-2000 21 01-0083 CUMBERLAND 101 i. THOMAS L WENGER WIX ETAL PO BOX 845 HBG PA 17108 C/ *' REV-1547 EX AFP 02-00) ANNABEL R AIIIount Relli tted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is47-EX--AFP-fi'2':oof-NCfficE--OF-YNHEifiTANCE-YAX-AppR'jrisEMENi"-,--ALLOWANCE-ifi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GUTSHAll ANNABEL R FILE NO. 21 01-0083 ACN 101 DATE 03-12-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) Oi) (6) (7) .00 968.63 .00 .00 .00 48,480.28 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 5,914.29 1~652.00 (11) (12) (13) (14) (9) (10) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 49,448.91 7.566 29 41,882.62 .00 41,882.62 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 41,882.62 X 06 = 2,512.96 .00 X 00 = .00 .00 X 15 = .00 (19)= 2,512.96 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-18-2001 AA477904 .00 2,512.96 TOTAL TAX CREDIT 2,512.96 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) WIX, WENGER & WEIDNER RICHARD H. WIX THOMAS L. WENGER DEAN A. WEIDNER STEVEN C. WILDS THERESA L. SHADE WIX · DAVID R. GETZ STEPHEN J. DZURANIN STEVEN R. WilLIAMS KEVIN S. BLANTON SEAN P. DELANEY A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 508 NORTH SECOND STREET POST OFFICE BOX 845 HARRISBURG, PENNSYLVANIA 17108-0845 4705 DUKE STREET HARRISBURG. PA 17109-3099 (717) 652-8455 TELECOPIER (717) 652-6290 PLEASE REPLY TO DUKE STREET OFFICE ( ) (717) 234-4182 TELECOPIER (717) 234-4224 . Al80 MenDer Musacrusells Bar January 18,2001 Mary C. Lewis, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Annabel R. Gutshall Social Security No. 195-50-7721 Dear Ms. Lewis: We enclose the following documents for filing on behalf of the above-captioned decedent: 1. The original and three (3) copies of the Pennsylvania Inheritance Tax Return; 2. The original and two (2) copies of an Estate Information Sheet; 3. An original Death Certificate; 4. Our client's check in the amount of $15.00, made payable to "Cumb. Co. Register of Wills", representing your fee for the tax return filing; and 5. Our client's check in the amount of $2,512.96, made payable to "Register of Wills, Agent", representing the inheritance tax due. Please process these documents at your earliest convenience and return time-stamped copies of the tax return and Estate Information Sheet to our office. Thank you for your assistance in this matter. If you have any questions regarding the above, please call me. Sincerely, WI~XW . G~R & ~~I~% By: !vi A.I(7~ isel'~~~son Legal Assistant /dbw Enclosures cc: Mrs. Shirley G. Conrad ::n m (;) Ci5 rrt JJ o " ~ ;:: r- OO r- ,,- ff,' ~.., ..... ':..". ".~.'. ..... '.' <'., ~<~ \ \,,' 0 () -0 ~ ~ 'Tl m )> 0 0 ;= en -i C (f) -i ~ m ;; m z ~ m m :2 0 r1 -I 0 GJ 0 ro c -f ." -< P 'Tl 'Tl ~ .p- o C () :0 J-" -0 C 0 ...... 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