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Home My WebLink About09-14-15 pennsytvania 1505614105 �`��O-.I.IEX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO Box 280601 INHERITANCE TAX RETURN �� Harrisburg, PA 17128-0601 RESIDENT DECEDENT FR71 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 02142013 08171954 Decedent's Last Name Suffix Decedent's First Name MI FGettys —1 Kenneth F (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Gettys [Karen THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW m 1.Original Return O 2.Supplemental Return O 3. Remainder Return(date of death prior to 12-13-82) O 4.Agriculture Exemption(date of C=:) 5. Future Interest Compromise(date of O 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) O 7. Decedent Died Testate O 8.Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) O 10. Litigation Proceeds Received O 11. Non-Probate Transferee Return O 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) O 13. Business Assets C=D 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT– THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Kari E. Mellinger I ' 17) 234-7828 First Line of Address 3513 North Front Street Second Line of Address City or Post Office State ZIP Code Harrisburg PA 17110 Correspondent's email address: kmellinger@rjmarzella.com REGISTER OF WILLS USE ONLY r-.J REGISTER OF WILLS USE ONLY Y� DATE FILED MMDDYYYY C c n m n C) if) m DATE FILED STAMP r'.) p C h_ r— T-r1 PLEASE USE ORIGINAL FORM ONLY —I O C1 Side 1 1 6 4�iiiiiiii 0 1505614105 J 1505614205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Kenneth M. Gettys RECAPITULATION 1. Real Estate(Schedule A). ..... .. ... . ......... .. ... . .... .... ..... .. ... 1. 0.00 2. Stocks and Bonds(Schedule B) 2. 0.00 . ...... .. ....... .. .... ...... .... ..... .. 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable Schedule D 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E).. ... .. 5. 0.00 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .. . ... . 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested.. . . .... 7. 0.00 8. Total Gross Assets total Lines 1 through 7 8. 0.00 9. Funeral Expenses and Administrative Costs(Schedule H). ...... ... ... ...... 9. 0.00 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1). ...... ... ..... 10. 0.00 11. Total Deductions(total Lines 9 and 10)......... .. ....... ... .......... .. 11. 0.00 12. Net Value of Estate(Line 8 minus Line 11) .. ..... .. ....... ..... ... ...... 12. 0.00 13. Charitable and Governmental Bequests/Sec.9113 Trusts for which an election to tax has not been made(Schedule J) .. .............. . .. ..... 13. 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) ... ... ...... . .. ... .. .... 14. 0.00 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 0.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0 0 0.00 16. 0.00 17. Amount of Line 14 taxable 0.00 17, 0.00 at sibling rate X.12 18. Amount of Line 14 taxable at collateral rate X.15 0.00 18 0.00 19. TAX DUE . . .. ..... ... ... .... .. .. .... . ...... .. . .. ....... ... .. . .. .. . 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O 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 owe ge. N TORE O P R O BLE FOR FILING RETURN AT ADDRESS 3513 N. Fr nt Street, Harrisburg, PA 17110 SIG U F REPAR=OTT�N2PEON-R.EaEME FOR FILING THE RETURN ATE' ADDRESS 3513 N. Front Street, Harrisburg, PA 110 1111111111111111111111111111111111111Ip II 111111111111111111 Side 2 J 15056142 5 1505614205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Kenneth M. Gettys STREETADDRESS 316 Old Stonehouse Road CITY STATE ZIP Boiling Springs PA 17007 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments 0.00 B.Discount 0.00 (See instructions.) Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 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) 0.00 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 transferred.......................................................................................... ❑ b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ c. retain a reversionary interest .............................................................................................................................. ❑ 0 d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 0 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 property,which containsa beneficiary designation? ........................................................................................................................ ❑ N 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 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 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 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. INVENTORY REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland SS File Number 2013 00422 Personal Representative(s)of the Estate of Kenneth M.Gettys deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death edent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a me randum at the is inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney-- (Name) Kari E.Mellinger (Supreme Court I.D. No.) 316046 (Address) 3513 North Front Street,Harrisburg,PA 17110 (Telephone) (717)234-7828 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 02/14/2013 316 Old Stonehouse Road,Boiling Springs,PA 17007 179-44-8776 FIGURES MUST BE TOTALED (Attach additional sheets as needed) TOTAL: 0.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item,but such figures should not be extended into the total of the Inventory. (See 20 Pa.C.S.§3301(6)) Form RW-09 rev.10.13.06 s � Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY,PENNSYLVANIA Name of Decedent:Kenneth M. Gettys Date of Death: 02/14/2013 File Number:2013-00422 Pursuant to Pa. O.C.Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . ayes [Dqo 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . Des Zo b. The separate Orphans' Court No.(if any)for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Zves ETo d. Copies of receipts,releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date 09/08/2015 Signature of Person Filing this Form Capacity: ❑'ersonal Representative Zrounsel Kari E. Mellinger, Esquire Name of Person Filing this Form 3513 North Front Street Address Harrisburg, Pennsylvania 17110 (717) 234-7828 Telephone RW-10 Form RW-10 rev.10.13.06 3513 NORTH FRONT STREET, HARRISBURG, PENNSYLVANIA 17110 717.234.7828 866.625.2590 717.234.6883 FAx ARZELLA JL WASSO& CIATES Attorneys & Counselors At Law September 8, 2015 Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 'D M r- r Re: The Estate of Kenneth M. Gettys File No.2013-00422 Z3 C71) C> To Whom It May Concern: Enclose please find an original and two (2) copies of the PA Inheritance Tax Return, Estate Inventory, and Final Status Report. Kindly file the original and return any extra time-stamped copies to our office in the envelope provided for your convenience. Thank you for your attention to this matter. Very truly yours, R.J. Marzella & Associates,P.C. BZ y:- 4j0t_M_, I&AAJ Tracy L. SellerV, Law Clerk to Kari E. Mellinger, Esquire KEMItls Enclosures JL RMarzella&Associates,P.C. —*. $1,64 J. US POSTAGE 35.13 N.Front Street I FIRST=CLASS $ D62Saoo771osso Harrisburg,PA 17110 CORDED OFFICE OF REGISTER OF WILLS ?OIS SEP 14PM 12 07 CLERK Of=''ii { ORPHANS' COUIR CUMBERLAND CO— PA Cumberland County Courthouse Register of Wills 1 Courthouse Sq., Carlisle, PA 17013 t��1Nd10 aO ` t37O LO Z t did FT d3S SISI S3JJM JO �31SI53�,