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Home My WebLink About01-0973 .H..._ '-1 DECEDENTS NAME (LAST, fiRST, AND MIDDLE INITIAL) , GUISE, DALE M. r~;;~;~:~~ ~MM-DD-Y~R) I ~A;;~;;I~;H2(;M-DD-YEAR) - -- I(IF APPLICABLE) SURVNINGSPOUSE'S NAME-( LAST, FIRST AND MIDDLE INITIAL) --- ~-- --- - --- --1. GUISE, BETTY S. ~-- i ai-- --f. Original Return w ' ~ l<:~lI) 0ii2l<: wc..o zoo 00<:-' c..a1 c.. ~ REV .15tO EX + (5-00) ~-:=c V (QlJ (lr~.-.:.\.. ( , \~---::>' /,/ G -,:{ /. "; ('- OJ'" 1:../.. ( ;_~ I .." , \ ':Ylf . REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE DEPT. 280801 HARRISBURG. PA 17128-0601 I I FILE NUMBER l3 j~~~_ Y~' __NU~E:~ I SOCIAL SECURITY NUMBER '--- -------- -- ---- OFFICIAL USE ONL Y ~ z w o w o w o 203-24-8383 --- --- - - --- --~- -- ---- THIS RETURN MUST BE ALED IN DUPLICATE WITH THE REGISTER OF WILLS n-~;f6cIA1. sEcuR'ff'rNUMBER ___.n_____ o 4. Limited Estate o 2. Supplemental Return o o o o 11. Election to tax under Sec. 9113(A) (Atlach Sch 0) o 3. Remainder Return (date oldeath pnor to 12--13-82) 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1.95 o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes DlI 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received .~ lI)z Ww 0<:0 O<:z 00 Oc.. ; Edward L. Schorpp ~RM NAME (If applicable) .--.. ... _~~rtson Deardorff _\\,~l~iams _~_~~~__ ELEPHONE NUMBER 717/243-3341 10 East High Street Carlisle, PA 17013 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1 ) (2) (3) (4) (5) (6) (7) None None OFFICll\L USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietorship None z o ~ ::::l ~ ii: ~ o w 0<: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule 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) (9) (10) None 3,175.00 None None (8) 3,175.00 11. Total Deductions (total Lines 9 & 10) (11 ) 12. Net Value of Estate (Line 8 minus Line 11) (12) 3,175.00 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) (13) (14) 3,175.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, 3,175.00 x .00 (15) 0.00 or transfers under Sec. 9116(a)(1.2) ~-----_.-..._--- z 16.Amount of Line 14 taxable at lineal rate x .045 (16) 0 i= _._--..__._---~------- -._-- -_. ---.------- ---. ------- ~ ::::l 17. Amount of Line 14 taxable at sibling rate .12 (17) c.. x ::;; 0 _____n.____________________ U ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ~ ----------_._---~- 19. Tax Due (19) 0.00 - --------------- --~--- 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 22 Pine School Road CITY Gardners STATE PA ZIP 17324 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 0.00 0.00 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;............................................................................. 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 0 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 perjury. I declare that I have examined this retum. induding accompanying schedules and statements. and to the best of my knowledge and belief. it is true. CDiTed and complete. Dedaration of preparer other than the personal representative is based on all infonmation of which preparer has any knowledge. -----" SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE G~ g~_:u__u_________ . 22 Pine School Road Gardners, PA 17324 tf).d;- . I F; z.... c> 0 1 DArE /(1/// ,@<ATr--- ADDRESS ADDRI::SS 10 East High Street Carlisle, PA 17013 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. ~9116 (a) (1.1) (i)). 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. 99116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax 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 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 of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [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% [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. . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT L I FILE NUMBER 21 - - ESTATE OF GUISE, DALE M. 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 1972 Jeep, VIN# J2A144CN16750 VALUE AT DATE OF DEATH - 450.60 DESCRIPTION 2 1985 Grand Marquise LS, 4 DR, VIN# 2MEBP95F7FX657425 2,125.00 3 Gun: Charten Arms Make, Undercover Model, 38 Caliber, Serial # 147491 115.00 4 Gun: S&W Make, 37 Model, 38 Caliber, Serial # J69135 195.00 5 Gun: HI STD Make, D Model, 22 Caliber, Serial # 2296105 125.00 6 Gun: Keltec Make, P-Il Model, 9 rom Caliber, Serial # 18373 165.00 --- --- TOTAL (Also enter on Line 5, Recapitulation) 3,175.00 . SCHEDULE J BENEFICIARIES I ~-- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT --. - ~-'-'-"'---_._--~~--~- ESTATE OF I FILE NUMBER- 21 - - RELATIONSHIP TO I DECEDENT Do Not List Trustee/sl GUISE, DALE M. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Betty S. Guise 22 Pine School Road Gardners, P A 17324 Spouse i I Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover she~t II. I NON-TAXABLE DISTRIBUTIONS: 'IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T AMOUNT OR SHARE OF ESTATE Entire Estate ~ /'Jl ((' IlJ _ L__' C~_" GJ) j \~ ,J A ) ,,.; '. ,.... ..... ..;;w -",. \ ,.) '" , i-. \ LAST WILL AND TESTAMENT OF DALE M. GUISE I, DALE M. GUISE, a legal resident of South Middleton Township, 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 all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I bequeath those articles of my household furnishings, personal effects and personal property as set forth in a separate memorandum which I intend to sign and keep with my copy of this will, to the persons named in that memorandum. FOURTH: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my wife, BETTY S. GUISE, provided she shall survive me by thirty (30) days. Should my wife, BETTY S. GUISE, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate, of every nature and wherever situate, to my two sons, equally, provided that the share of any son who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share for my other son. FIFTH: I nominate, constitute and appoint my wife, BETTY S. GUISE, Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of the said BETTY S. GUISE, I nominate, constitute and appoint my two sons, GREGORY A. GUISE and DOUGLAS E. GUISE, or the survivor, Executors of this, my Last will and Testament. I hereby relieve my Executors or their successors from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, consisting of 2 typewritten pages, each of which bears my signature, this /$.T day of ~C-~8e:-~ , 1992. . "'...... '-,..\ \ '(SEAL) j.. _.. L i...~ ~"_._\'.' I_ \ \' . -J L ~.~ Dale M. Guise Signed, sealed, published and declared by the above- named Testator, Dale M. Guise, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~~ ---1UW ft(Yu.~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND I, Dale M. Guise, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by Dale M. Guise". 1;h~ Testator, this Id day of d~.-... , 1992. \...... ~ ,~,: ,.' l.-'-.l .. ,,-. k Testator ,..-, ~. " ~. \ l) _ ,', -~t. l.. v~. Dale M. Guise (SEAL) ( SEAL) r JorariaJ Seal Anita l. t-:ghtner, Notary Public Carlisle 80m, ~:.Jmf)ertand County My 9ommlssl" '.';;ir:,;. Sopt 9, 1996 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND /? ' We, ;::'~tt td'",x: ~ .? and '/fdkz.l 1: 7'f~ ~ the ~nesses whose names are signed toth~ attached?o; foregoin~ instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last will; that Dale M. Guise signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. triijn or /d da of affirmed and subscribed t9 before me by /~4,~~ and hk/;e y~~A::.. , witnesses, this ac~~ , 1992. ~~~~ (SEAL) Witne(1;W (l {?t~ (SEAL) Witness a~X:F (SEAL) Notary PubllC ,/ Notarial Seal A'?ita L. ~jghll1er, Notary Public Carlisle ~o, Cumberland County My CommISSIOn Expires Sept. 9, 1996 ~ /~-/h-C:V COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ReCO(O:E>~ ce of Regisinr ,~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 171Z8-0601 '* REV-1547 EX AFP U2-0OJ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-10-2001 GUISE 05-08-2001 21 01-0973 CUMBERLAND 101 M .01 Ole 17 Pl2 :03 EDWARD L SCHORPP HARTSON ETAL 10 E HIGH ST CARLISLE Cterk~(: PA gewenanc; "-',_ ,.w-1: .....,..,.~ iv" '....1 i ' , PA DALE haunt R8IIi 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 ~ RE-Y=is4-j-iif-AFP--fi'2:6ljr-NOT-icE--OF-YtiHEififiifcE-~"-Ai-APPRAisEMENT~--Ai.i-owiNCi-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GUISE DALE H FILE NO. 21 01-0973 ACN 101 DATE 12-10-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED 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) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 3.175.00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 3,175.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 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. A.ount 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. A.ount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 .00 (11) (12) (13) (14) 00 3,175.00 .00 3,175.00 3,175.00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = .00 .00 .00 .00 .00 (19)= TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 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.)