HomeMy WebLinkAbout01-0721
PETITION FOR PROBATE and GRANT OF LETTERS
.:ll- OJ - '1~J
L.., GE,AJ ~G L
No.
To:
Estate of F" ~19 AJC~ ~
also known as
Register of Wills for the
. Deceased. County of C r..: ,-11 '6E e LY}u7) in the
Social Security No. I {, ::J. - ~;2... ~ 9 (.; I Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut!2 I Y
in the last will of the above decedent, dated DE CEn1l2>E R S"( , Cj q ?
and codicil(s) dated
named
,.J.9-'-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in L'L1lll'P:>~1? I-11.rv ';) County, Pennsylvania, with
h last family or principal residence at I J..~,oc..c; 7)CJE..
C/J~L..) SLE. {'If 1?~/3 ('f}IJLJ~~r '~;2/'>J/(;;/1
(list street, number and muncipality)
Decendent, then 7 I years of age, died ~T U L 4 I ~ ,4-9: .:J"" I ,
at C'..JItn 'REfZ..'AN'l'-" l.~ J2~5S//t;l/"-. ~ .,f/,d~<;'IIV~ ).//,;7) E
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ I ~ I (){.~O
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters '~C::;Tt'1AltlV;-t1e'1
(testamentary; administration c.La.; administration d. b.n.c. La.)
theron.
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OATH OF. PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF C{)i'Yr;:3EetJ9/l! D J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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affirmed and
3rd
subscribed {
day of
}pj2001
Register
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No. 21-01-721
Estate of
FRANCES L. GENSEL
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 3 ~2001 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated dec. 8,1997
described therein be admitted to probate and filed of record as the last will of
FRANCES L . GENSEL
TESTAMENTARY
STEVEN M. GENSEL
and Letters
are hereby granted to
'/nCLi (., ~ ~ PB.~n.~
_ Re~ister of Wi~ I
FEES
$ 50.00
$ 15.00
$
$ 3.00
~.OO
TOTAL _ $ 7~_OO
Filed ....... .~P~Q$f. ~J.~Q9:t. . . . . . . . . . . .
Probate, Letters, Etc. .........
Short Certificates( )..........
Renunciation ................
x-pages
JCP
A TIORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
~ ~\:b- "i .~ le- 0 \
REGIS
21-01-721
OF WILLS OF COUNTY
OF SUBSCRIBING WITNESS I
codicil
(each) a subscribing witness to the will prese
law, depose(s) and say(s) that
eing duly qualified according to
present and saw
the test at , sign the same and that
request of testat_ in h presence and
other subscribing witness(es)).
signed as a witness at the
of each other) (in the presence of the
Sworn to or affirmed and subscribed b
me this day of
19_
(Address)
Register
(Name)
(Address)
v
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
testat,. J V
S'7ElJJ;IIJ -'/77. CE/LK'E L -::J1}C'C.:tVi€" /I.,. GEIl?~E/{
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
/LIE ALlE familiar with the signature of FIZYJ/I'Ir;!;'<; L. ~;Z/PS~L
codicil
of (one of the subscribing witnesses to) the @ presented herewith and
~dicil
believe~ the signature on the ~)is in the handwriting of
IA.IE
that
F,QItI/J("'Z; <-.; ~,G e?//,' S'c t..
to the best of Du ~ knowledge and belief.
Register
~~~ 7/;. ~.I'~p;
S7?//.E.IV /:J/. lC;;e~s '-
,Name, -
;S)j$l3. u';~LA/t~ r 8t:.?T/~/J1 ~ b. ~I?RL)SLE> PtIl
,.,""', .' 1~(Ad ress). ,./l
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I
(Address)
Sworn to or affirmed and subscribed before
me this 3rd. day of
~2001
AU~
1n1, t P.B.~
Th l~ is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Loul Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
21-01-721
No.
IkvL~e~-
Fee for this certificate, $2.00
p
7431982
JUL 1 4 2001
Date
3 Rev. 2117
COMMONWEALTH OF PENNSVLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT (F"... ModclIe. l"
L. Gen-6el
UNOER 1 YEAR
MonIIw Deya
STAlE FilE NUMBER
SEX SOCIAL SECURITY NUMBER
I. Female 3. 162 - 22
4.7-12-01
BIRTHPlACE (CoIyancl
SlaIe 00 fcreogn Counlry)
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... Cumbvtl.a.nd
DECEDENTS USUAL OCCUfllVlON
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DE<:EOJNT['S MAILING ~ss (SIr". CoIy(Town. s..l"IpCode)
1 ,ong.6aoJt
CaJtli.6le, PA 17013
CaJtli.6le CumbeJl.f.a.nd CJto.6.6.i.ng.6 NWt.6.i.ng
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KINO OF BUSlHESSIlNOUSTRY WIUl DECEDENT EIIEA IN DECEOENT'S EDUCATION
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"MEDICAL EXA~ORONEA
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REGISTRAR'S SIGNRURE A/IIO NUMBER
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LAST WILL AND TESTAMENT
OF
FRANCES L. GENSEL
I, Frances L. Gensel, of the Borough of Carlisle, (174 "F" Street),
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void any and all Wills and Codicils heretofore
made.
FIRST
I direct the payment of my just debts as soon after my death as may be
convenient.
SECOND
I declare that I am now married to Harry S. Gensel and that we have three (3)
children, to wit: Steven Michael Gensel, 2122 Walnut Bottom Road, Carlisle,
Pennsylvania; Debora Jo Swartz, 165 Brookwood Drive, Carlisle, Pennsylvania; and
Gregory Lee Gensel, 3361 Bob Bryant Road, Gainesville, Georgia 30507. I have no
deceased children nor any other children living.
THIRD
All the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath, in equal shares,
per stirpes and not per capita, unto such of my children as shall survive me by ninety
(90) days, but should any of them fail to so survive me then the share such deceased
child of mine would have received shall pass to such of his or her issue as shall
survive me by a period of ninety (90) days, per stirpes, and if there be no such issue
the same shall lapse and be added to the remaining share or shares. I have three (3)
children as aforementioned.
FOURTH
Should any person less than twenty-one (21) years of age be entitled to a
distribution out of the residuary of my estate pursuant to Paragraph Third herein, I
direct ~uch share shall be paid to Steven Michael Gensel, 2122 Walnut Bottom Road,
Carlisle, Pennsylvania, as Guardian of the estate of such person. I further direct that
no said Guardian shall be required to post any bond to secure the faithful performance
of his or her or its duties in the Commonwealth of Pennsylvania or in any other
jurisdiction, and I authorize and direct said Guardian of the estate of such person to
receive and to invest said distribution and to pay so much of the income arising
thereon together with so much of the principal thereof as in its opinion is necessary or
desirable to be expended for the proper maintenance, support and education of such
person, and upon such person attaining twenty-one (21) years of age, to pay the then
remaining principal together with any undistributed income to such person.
r
FI FTH
I hereby nominate, constitute and appoint my said son, Steven M. Gensel, as
Executor of this my Last Will and Testament. In the event of the renunciation, death,
resignation or inability to act for any reason whatsoever of my said son, Steven M.
Gensel, I nominate, constitute and appoint my said son, Gregory L. Gensel, as
Executor of this my Last Will and Testament. In the event of the renunciation, death,
resignation or inability to act for any reason whatsoever of both of my sons, I nominate,
constitute and appoint my said daughter, Debora J. Swartz, as Executrix of this my
Last Will and Testament. I further direct that no bond or other security shall be
required of any Executor or Executrix appointed in this Will for the performance of his,
her or its duties in any jurisdiction in which he, she or it may be called upon to act.
SIXTH
In addition to, and not in limitation of, the powers conferred by law or by other
provisions of this Will, my Executor shall have the following powers, each of which
may be exercised from time to time by my Executor in his sole discretion:
(a) To retain in the form received, and to sell either at public or private sale,
or to distribute in kind, any real or personal property.
(b) To manage both real and personal property.
(c) To invest and reinvest in all forms of property, notwithstanding the fact
that any or all of the investments made are of a character or size which
but for this expressed authority would not be considered proper for an
Executor.
(d) To exercise any option or rights arising from the ownership of
investments.
(e) To compromise claims without court approval and without the consent
of any beneficiary.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my
Last Will and Testament, written on two (2) pages, this 8th day of December, 1997.
'" :;;;;;;rtc~~' ;I~714P~EAL)
Frances L. Gensel
Signed, sealed, published, and declared by Frances L. Gensel, the Testatrix
above named, as and for her Last Will and Testament, in our presence, who, in her
presence, at her request, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses.
/
,~ .,;():7.Y7
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:t:
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
F'RnfIJCES
L. GGAJ$'"#L,
Date of Death:
? I,~ /01
. I
Will No.
;JO~/ - rJ/j '7~ /
Admin. No.
C:;J- t!>/ - L)?~/
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on '1r - /0 - ~ /
Name
Address
GRF(;.CJ((."f 1.., GFAJSt5~ J .33&,1 Bt!J~ .BR'L#br,qD~ (;eA/,Q;So/~~e/Gf)
D~ 8o~J9 )./
=r- . S (,I.J 19 RT ~
./
/&5 ~RN~U/ddl) /II//; C/l~iISLe- PAl
.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
8 - /~ - 0/
~r~ 7h. /;~~
Signature
Name
S7F/$"$ //?, QF~S'EL
Address
~/d~
~,,9,t/Vi/r B~~ ~eI
C/l~2/SLo /hl /'7L>/3
,
Telephone (
'71? ;i~?- OS:::l ~
Capacity: ,,/ Personal Representative
_Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GENSEL STEVEN M
2122 WALNUT BOTTOM RD.
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 162-22-6951
FILE NUMBER: 21-2001- 0721
DECEDENT NAME: GENSEL FRANCES L
DA TE OF PAYMENT: 10/03/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/12/2001
NO. CD 000342
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,412.50
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: STEVEN M GENSEL
CHECK# 98
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$6,412.50
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GENSEL STEVEN M
2122 WALNUT BOTTOM RD.
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 162-22-6951
FILE NUMBER: 2101-0721
DECEDENT NAME: GENSEL FRANCES L
DA TE OF PAYMENT: 03/06/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/12/2001
NO. CD 000925
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $618.09
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: STEVEN M GENSEL
CHECK# 1000
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$618.09
MARY C. LEWIS
REGISTER OF WILLS
"v /6-C:;A/?-/~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG. PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
D'\7 :16 FILE NUMBER
, ,~.. COUNTY
ACN
04-15-2002
GENSEL
07-12-2001
21 01-0721
CUMBERLAND
101
'02 l\PR 19
STEVEN M GENSEL
2122 WALNUT BOTTOM RD..
CARLISLE PA 170~.."~!i,(,...
Cl,\n."." .
*'
REY-1547 EX AFP (o1-U2)
FRANCES
L
Allount Rellitted
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=is'4j-ix-AFP-lcff:oz1--Ncii'Ici--oF-'rtiHiRiTANcE-i"-A'X-APPRAiiii"-ENT~--ALi-oWAi'-cE-ifi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GENSEL FRANCES L FILE NO. 21 01-0721 ACN 101 DATE 04-15-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of abb returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
163,735.16 X 045 = 7,368.08
.00 X 12 = .00
.00 X 15 = .00
(19)= 7,368.08
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. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
172J083.07
.00
7J400.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage liabilitIes/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
8,886.17
6.861.74
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
179,483.07
11;.747 en
163,735.16
.00
163,735.16
TAX CREDITS:
rAY"~NI ".......... . T {+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
10-03-2001 CDOO0342 337.50 6,412.50
03-06-2002 CDOO0925 .00 618.09
TOTAL TAX CREDIT 7,368.09
BALANCE OF TAX DUE .0ICR
INTEREST AND PEN. .00
TOTAL DUE .0ICR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: F/<;9,vCES
Date of Death: 17//~/~/
. ,
Will No. 0lI-01- 'l~
t.., GEA/SEL
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 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:
Yes V No
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? Yes No ~ .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative sta~ an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
3/C,/Oa.
, ,
~.H"~ 7?2 rh ~ __.G ..,~
Signature
S r&"!~~4) /d. t'PEAJSGL
Name (Please type or print)
~/:l;< I.r/AI!;tJ~r B~rH?~ Ra/
C/9AeL~~~E,,rt'/J ''''~J~
Address
( ? I ')) '" .y 9 - c s ~ :J..
Tel. No.
Capacity:
~Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
RfV.l500EX(6-llll)
c.
REV-1500
'* COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
OEPl 280601
HARRISBURG, PA 17128-0601
Fi~i='fuijBJljJ=..L4......
INHERITANCE TAX RETURN
RESIDENT DECEDENT
..Q. ..Q. ~ _L.1..
NUMBER
~ .1.. -- ...Q ..1.
COUNTY CODE YEAR
....
Z
W
C
W
(.,)
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Gensel, Frances L
DATE OF DEATH (MM.DD.YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
162 -- 22 __ 6951
I
(IF AFPLlCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[Xl 1. Original Return
D 4. lirnited Estate
[&] 6. Decedent Died Testate (Attach copy of Wil)
D 9. litigation Proceeds Received
03. Rernainder Return (dale of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Nurnber of Safe Deposit Boxes
o 11. Election to lax under Sec. 9113(A) (AttachSchO)
D 2. Supplemental Return
D 4a. Future Interest Compromise (dale ofdealll alter 12-12.a2)
D 7. Decedent Maintained a living Trust (Allach copy of Trust)
D 10. Spousal Poverty Credit (date ofdealllblllween 12-31-91 and 1-1-95)
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NAME
Steven M. Gensel
COMPLETE MAILING ADDRESS
Steven M. Gensel
2122 Walnut Bottom Road
Carlisle, PA 17013
FIRM NAME (If Appicable)
TELEPHONE NUMBER
(717) 249-0522
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole--Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(ScI1edule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Line 11)
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)
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172,083.07 ;::c
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(6) -D
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(7) 7,400.00
(B) 17Q .d.A~ n7
(9) 8,886.17
(10) 6861 74
15,747.91
(11)
(12)
(13)
163.735.16
(14)
163,735.16
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
'.0_ (15)
, .0 'tQ. (16)
7,368.08
163,735.16
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
, .12 (17)
, .15 (18)
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(19)
7,368.0B
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 1 Lonasdort Way
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 6.412.50
C. Discount 337.49
7,368.08
Total Credits (A+ B + C) (2)
6,749.99
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( D + 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.
618.09
A. Enter the interest on the tax due.
(5)
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
618.09
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves
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; ............................................ D
c. retain a reversionary interest; or......................................,................................................................................... 0
d. receive the promise lor life of either payments, benefits or care? ...................................................................... D
2. II death occurred after December 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. ~
3. Did decedent own an "in trust lor" or payabie upon death bank account or security at his or her death?"..""""" D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..........".................................................."........................................................ 0
No
D
D
D
D
D
D
D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peljury, I declare thai I have examined Ihis return, including accompanying schedules and statements. and to the besl of my knowledge and belief. it is true, correct
and complete.
Declaration of preparer other Ihan the personal rapresenlalive is based on all infonnationofwhich preparer has any knowIadge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
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ADDRESS
2122 Walnut Bottom Road, Carlisle, PA 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE / /.
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ADDRESS
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9118 (a) (1.1) (ill.
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 (a) (1.1) (ii)].
The statute does not exemot 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 01 death on or after July 1. 2000:
The tax rate imposed on the net 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 01 the child is 0% [72 P.S. ~9118(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use 01 the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9118(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or lor the use of the decedent's siblings is 12% [72 P.S. ~9118(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.
REV.,..",."..,!,,,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
21-01-0721
Gensel, Frances L
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
Members 1 ST
Members 1 ST
Members 1 ST
M&T
M&T
Waypoint
Waypoint
DESCRIPTION
1166 Walnut Bottom Rd, Carlisle, PA Savings No. 204439
1166 Walnut Bottom Rd, Carlisle, PA Checking No. 204439
1166 Walnut Bottom Rd, Carlisle, PA Inv. Savings No. 204439
960 Walnut Bottom Rd, Carlisle, PA Checking No. 1135317
960 Walnut Bottom Rd, Carlisle, PA CD No. 31003908158594
1160 Walnut Bottom Rd, Carlisle, PA CD No. 1700015079
1160 Walnut Bottom Rd, Carlisle, PA CD No. 800-39732
VALUE AT DATE
OF DEATH
$25.00
$14,736.60
$132,717.24
$2,604.23
$7,000.00
$10,000.00
$5,000.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
$172,083.07
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COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Gensel, Frances L
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
FILE NUMBER
21-01-0721
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF DEeDS
ITEM INClUDETHENAMEOF1HETRANSFEREE,TIElRRB.ATlCJlSHPTODECEOENTAmlHEDATEOFTRNIlSFEfl. ~~;~c O!FD,~Tc~ INTEREST EXCLUSION TAXABLE VALUE
""UR<R ATTACHACOPYOflHEDEEDFORREALESTATE.
1- Steven M, Gensel, Son, 4/30/01 3,000,00 2,200,00
2, Steven M, Gensel, Son, 5130/01 5,200,00
TOTAL (Also enter on line 7, Recapitulation) $ 7,400,00
(If more space is needed, insert additional sheets of the same size)
REV''''''''''''''>OI.
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Gensel, Frances L
FILE NUMBER
21-01-0721
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Cremation Society of P A 46.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative s Commissions 8,604.15
Steven M. Gensel
Name of Personal Representative (5)
Social Security Number(s) / EIN Number of Personal Representative{s)
2122 Walnut Bottom Rd
Street Address
City Carlisle Stale PA Zip 17013
Year(s) Commission Paid: 2002
2. Attorney Fees
3. Family Exemption: (If decedent s address is not the same as claimant s, attach explanation)
Claimant Steven M. Gensel
SlreetAddress 2122 Walnut Bottom Rd
City r.arli~lf'! State PA Zip 17013
Relationship of Claimant to Decedent Son
4. Probate Fees The Patriot News 148.02
Register of Wills 88.00
5. Accountant s Fees
6. Tax Return Preparers Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 8,886.17
(If more space is needed, insert additional sheets of the same size)
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COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
Gensel, Frances L
FILE NUMBER
21-01-0721
Include unreimbursed medical expenses.
ITEM
NUMBER
1-
2.
DESCRIPTION
AMOUNT
$5,847.75
$1,013.99
Cumberland Crossings Retirement Community
Alert Pharmacy
TOTAL (Also enter on line 10, Recapitulation) $
(If mo", space is needed, insert additional sheets of the same size)
6,861.74
REV-'513 EX_ (9-00.
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX ReTURN
RESIDENT DECEDENT
9CI ".II:'J
BENEFICIARIES
ESTATE OF
Gensel, Frances L
FILE NUMBER
21-01-0721
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 ~nclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Sleven M. Gensel Son 49,768.19
2. Gregory L. Gensel Son 49,768.19
3. Debra J. Gensel Daughler 49,768.19
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 16 THROUGH 16. AS APPROPRIATE. ON REV-'500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
,.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1600 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Steven M. Gensel
2122 Walnut Bottom Road
Carlisle, PA 17013
(717)249-0522
Gregory L. Gensel
3361 Bob Bryant Road
Gainesville, GA 30507
August 10, 2001
I have received a copy of the "Notice of Estate Administration" and a copy of the will of "Frances L.
Gensel".
Gregory L. Gensel
Please sign and return to:
Steve Gensel
2122 Walnut Bottom Road
Carlisle, PA 17013
Steven M. Gensel
2122 Walnut Bottom Road
Carlisle, PA 17013
(717)249-0522
Debora~ J. SWartz
165 Brookwood-A>Rr."'" P ~ ::r t/ E
Carlisle, PA 17013
August 10, 2001
I have received a copy of the "Notice of Estate Administration" and a copy of the will of "Frances L.
Gensel".
Please sign and retum to:
&leve GenSllI
2122 WalnutBO\Ipm Road
Carlisle, PA 17013