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HomeMy WebLinkAbout94-00138 .1 AIY.IS00IX+ 1'1.911 1 /1- / '10- Z rORDAU$OrUIAIIIAnlR 121311P1 CIIICKII;U "'l~'\'~ INliERITANCE TAX nEruRN ~o~:&:n:~DIr ISCLAIMID 0 . '!;di~'s:r RESIDENT DECEDENT ;iiiNUi.iiiiR COMMOllw,^,,,,orrWll"'VA'lIA (TO BE FinD IN DUPLICATE 21 _ 94 _ '" 1.38 DlrA"lAlIlI or '\VlNUI WITI' "EGISTER OF WILLS) '"" 1,^,,,,rJg: ~~~~II'D"" 1 \ cou,nv CODE VEM 'IUMnlR UICIU!Rl'rIlAMr~AIr.lllll;AilIfMIUUl[lllmAII UICIUIIlI'!l:OMflIlnUUill, _ .. i5 Bloser, Wilmer S. RD 2, Box 103B ~ IOCIArmiJlll7llUMUI /u,\lrOrUWII-/UI.I[Urllilll- Newville, PA ,,207-01-8259 10/18/93 11/5/13 c,,,, Cumberland r. rn I. O,lglllol R.lurn 0 2. SUl'pl.III.lIlol Rolurn \ 0 3. non..lnd., R.lu,n ~<('" ('or dol., 0' d.ollo p,lor 10 12.13.D21 '0;...:< 0 0 0 U A. Umlled Ellale - 40. rUIUfft InloulIl Compromite S. Federal Ellol. TaiC . ,,00 (ror dol.. 0' d.o'lo 011 or 12.12.02/ R.furn R.qulr.d U"''' ''lII 0 It'" w 6. Ooc.don' Ol.d In.I..,o 7. Oorodonl Molllloln.d 0 U.llIg lMI _ O. 10rol Numb.r 01501. 001'0011 Do...' <( I^"oelo topy 0' Willi I^"oelr eopI 01 lruII' -- ALL CORRESpONOENCE ANP.CotlFilirniiiiL TiiJfJRFO I W.M ~ ffi Robert R. Black ~ ~ flllf1l611nlUMitA IU.f 17241 ~~t~;lr!',,~~Jlit:;,'~'." ',;: ;;1. .',r,':' \ ( .717 I 243-3727 Z 10 r:: S j:! 0: , lS .. '" I. R.ol E.'or. (Seh.duIGAl ( I) 2. Sloek. ond Dond. (ScllOdul. Dl I 2) 3. C/olOly H.ld Sloek/Porlnonhlp ,nl....1 (Seh.dul. C) I 31 A. Mo"gog.. ond Nol.. Rocol.obl. (Sellodulo 01 ( AI 5. Cu,l., Dank l>(lpolill & MlIcalloflooUI Paflollol Pfoporlrl 5) ISeI,.dul. EJ 6. Jollllly Ownod P,op.rly ISeh.dulo rl 7. "ondon (SeI,odulo GI (ScllOdul. lJ O. 10101 Gro.. A...,. I'orollln.. 1.71 9. FunO/ol E.p.n.... Admlnlllrallvo COI", MiocollonooUI ( 9) E.p.nl.. (S....dul. HI . 10. Dobll, Mo'lgog. Uobillll.., U.n, (SeI,.dul. II .llDl II. 10101 Oodudlon'l'ololllnOl 9 & 10) 12. N.I Volu. 0' E,'ul. (IIn. 8 IIIlnUlllno I II 13. Charllablll and GO"'llIIll'Ilnlol Bequelll (Sd'lduf. J) I". Nol Value SubJod 10 Talt IlInl 12 ndllutell"e 13) 15. Amount oJ Iln. IA lo,nbl. 016~ to'. . (Indud. .,olu.. I,om Sch.dul. K or SeI,.dul. M.I 16. Amounl of line IA loltobl. at 15% ,ole I'ndud. 'o/u.. ',om Selrodul. K ar Sth.dul. M./ 17. P,.indpollox dUlIAdd lo.r,olll IIn. 15 ond "0111 lin. 16.) 18. C,.dir. SpoUlol Po.OI'y C,.di' P,lor Poymon'. ... ::0' "J - 0.00 ::;;(fl I. n 5,480.00 I -r, P"-! 0.00 OJ 0.00 U1 3,630.62 )>: :,., 0.00 (,) -'.. OJ 0.00 ( 8) 9,110.62 6,992.00 40.00 16) 171 7,032.00 (111 (121 (131 ItAI J( .06_ '.07R 1';, 0.00 2,078.62 124.72 '. 'l (151 2,078.62 I i ~ '.' i . I " i I :1 '1 I: " :1 z o r:: g .. ~ 8 g (161 0.00 l( .15.. 1171 DI.tounl 'nllrall ... 110) 119) 0.00 19.11 line 1811 u,ealo, IllDn 11118 17, .ml.r IIle diUnflU'UI on line 19. TJllt h dll OVERPAYMENr. aDliilrrn~rr.rr.JtIl'j;lllml'.'lnllnlr!r.l!l1'lmmn.'r.IIJ.illl,u~'MI,m. 20. II lin. 171. groolor Iha. Iln. 18, onlor 11,. dill...n.. on II.. 20. TI,III. 110. TAX DUE. A. [oJer 1111 'nlet,ll on II.. Lalan(. due on Iln, 20A. D. Enl.. Ih. '01.1 0'11". 20 and 20A on II". 208. 1M. II II.. DALANCE DUE. Mo~. C""~ Parabl. 101 R.sh'.. o' Wllh, AS..I f1.'11 ;.....,",';,.)';11"....'f....,..11 Sl"l~ TO:lfljWER All'OiJESlIom:6fl]!\I R I; Di,'ANIJ lO.RECl/ C; If , M 1~ll ;\\/!/' 1.. :~ir:. Unci.. ponoiii;i;, po'IUfY. I d.da,. ,hol , hovo uomlnod .hl, u'Ufn. ,;;dudlns orcampanr1ng .,,, u" an "al.m.nll, on 'a', ..1 oI..y .n;;;j. C' aft , II II I,u.. en".d and [o"",llle. I d.dor. ,hot al ..01 "Ial.lldt b..n ..potled a'bu. Morbl.ol".. O,da,ol'on of p"pe,., olh., .hall .h. p.flatlol t'P""nfo"... II LOltd on oR 'n'o,mallo" of,..f.kh Pf'POf" hOI on~ hc..ledlt.; llilIUrull~,111l6lnr~~lln'?H.KII'a.IIWI - .I!lI BXlI 1J1?{("~1t.a:-1)/ PKa"'t~tr."810ser, RD2,1lox 1038, Newville, PA 17241 Feb./~ 1994 1 lI~' 'R1!lIltl'~'ck, 36A~~llflanover St., Carlisle,PA 17013 f~IJ'/~, 1994 124.72 . (20) (20AI (20DI 124.72 . , '0') . oq-. . C\l ,I.t) .~ ;. ...,it ..::d~.':..' i\:ld:.... ..';,::;~jli.'.:' . r: ' z . .11).. .11) ... ..0( . !!!; '.:. r: . - , l as ~& o~fi~3! u~~..~ ~"dl~ ~~o:ff >S.5! Q jj .5 ffi m :IIi ::>>. . C>. ~ ., . o !z~ .8 co . ~ "!. '" .. .' . ~ ~ ~ . en , oq- C\l ., I.t) I.' C\l . tJJ i cJI' ""q 11''' . 0.. ... ~t c.lI, rn 01 U1 ..I rn. .. k rn III 0 . .. k - " III I, " k " " [1" rq co J " k" IlJ "rq U1 .!l. IlJ .~lll 0 ...~ 'L " ... l, :J;:! l'Il ... 0 Ill..... l<l U ~ JI I ~~ l'i ~ ~ ~ ~ M '" '" ... . '" '" k " w.g !i ... '0 u o. {/) +' . t) o o ~(/I rCl '1:.".1 o ex) ::t u) f#j lisliJ ::low ""... t..~; rr...~ ~ ~.. . ".. n.. ma we rJtJ 0000 0000 00 . . . . ooooo~ . 'NrrlU"\... OOOM~\D N....... '" .. .. .................. ... 4IIto.wt-....... I I tl'J at en ~ QI II U U VI ............. 11.1 41 ~ ! co Cd ~~GlliiGllli GlGlNM"'''' OM~\O ('.1...-4................. I I I I I I \ONCOlD,....~ M "'~.... 04'~,. 0\ co tI'\ U'\co""'" "'0 M.....o4'\D ..... ................... ........."...... k k .. .. .. .. """"" " ... uuuuuu ~ jO 'tl o " ~.o ~ i' ".. e 4, 'tl " 'tl " .. :l OU'" ,ij u o ... III .. rl: o o . o co .,. . '" .... , . milYE OF Bloser, Wilmer S. ITEM NUMBER IIV.ISIIU. V.III '. A. 1. B. I A. C. 1. 2. 3. A. 5. 6. 7. 8. '. .~ I~~~;~ COMMOUWrA\1I1 D' 'UItlS\'IVAHIA INIlUIIANCf tAlt "UURH U\lorUt OE(rDENI 1 SCUEI>UI.E II J . FUNERAL EXPENSES, .. AOM..~ISTnAIIVE COSTS AND MISCELLANEOUS EXI'ENSES _ ...._.___!.!!a.o Prln' or TYI'o FIln~UMIiEft 21 - 94 OESCRIPnON AMOUNT Funoral Expon,oll \ ~ger Funeral Home - funeral bill $3,873.00 wesbninster Cemetery - open grave 650.00 4,523.00 Adnalnl.lrallvo co.ts, 1. Porsonal Ropresontativo Commis$.lons Social Soeu,ity Numbor 0' Porsonol Rop,oson'olivo: __' Yoar Commiuions paid 2. Allorney Foos - Landis, Black & Schorpp 350.00 3. Family E.ompllon Clolmanl Martha N. Bloser Itolalianshlp Wife 2,000.00 ArJdross of Cloimonl 01 docodonl's doulh Slrool Addrou RD2, Box 103B Clly Newville Slalo PA Zip Codo 17241 Probalo roos MI.coUanoou. Expon.... Register of Wills - file Pennsylvania Inheritance Tax 15.00 AM - transfer vehicle 4.00 100.00 Reserve for closing. tOtAL (Also Inler on IIn. 9, R.topitulallon) II' f11l1re 'I'OCO I. nODdDd, In.,,' oddIlIDnalll..... 0' lam. .ltl.1 S 6,992.00 JlI - jqo to REV-1547 !X AFP 110-931*, COMHONWEALTH OFPENHSVLVANIA . DfPARfHEHT OF REVENUE IUREAU OF INDIVIDUAL TAXES DEPT. 210601 HARAISBURG, PA 1712.~O'Dl NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ACN 101 DATE 05-31-94 DATE OF DEATH 10-18-93 ~~h~T~O. CUM8ERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAYNENT TO THE REaISTER OF WILLS. HAkE CHECk PAYABLE TO "REaISTER OF WILLS, AaENT" REMIT PAYMENT TO: ROBERT R BLACK 36 S HANOVER ST CARLISLE PA 17013 REGISTER OF WILLS CUMDERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount H..JU.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV:is4j"Ex-AFii-fiii:9i1--NDTICE--OF-i-N"iiEifii'AiicE-TAx-A-piiRAISEif€NT~"-Ai.t"OWANCE-iiR----------- ------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BLOSER WILMER S FILE NO. 21 94-0138 ACN 101 DATE 05-31-94 TAX RETURN WAS: (X I ACCEPTED AS FILED ( ) CHANaED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roal Eotata (Schadula Al III 2. Stocka and Bond. (Schadula BI (2) S. CI...I~ Hold Stock/Partnarohlp Intar..t (Sch.dula Cl (51 4. HortgagaI/Not.. Racelvabl. (Schedule D) (4) S. CaahlBank Depolita/Hiac. Perlonal Property (Schedule E) (5) 6. Jolntl~ Ownad Propart~ (Sch.dula FI (61 7. Tran.tar. (Schedula 01 (71 I. TotaIA..at. .00 5.480.00 .00 .00 3.630.62 .00 .00 (I) 9,110.62 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expen.../Ad.1nlatratlva COlt.1 Nhca11an_. Ex...".a. (Soh.dula H) (9) 6.992.00 10. Dabta/llortllllU' Llabllltla'/Llan. (Sch.dula II 1101 40. DO 11. Total D.ductlon. 1111 12. Not Value ot Tax Raturn (121 15. Charitabl./Oovarnoantal B.qua.t. (Schadula JI (IS) 14. Not Value ot E.tata Subj.ct to Tax (141 NOTE: If an aa......nt was 1..u.d pr.v1aU.ly, l1n.. 14, 15 and/or 16 and 17 will refl.ct f1gur.. that 1nclud. the tatal af ~ r.turn. a......d ta dat.. ASSESSMENT OF TAX: 15. Aaount of Line 14 taxabla at 6r. r.ta 16. Aaount of Line 14 taxabla at 15r. rata 17. Principal T.x Duo TAX CREDITS: PAYNENT DATE 7.032.00 2,078.62 .00 2,078.62 (15) 116) 2.078.62 X.06= .00 X.15 . 1l7J 124.72 .00 124.72 RECEIPT NUIlBER DISCOUNT (+ I . INTEREST (-) ANOUNT PAID 02-15-94 855909 .00 124.72 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 124.72 .00 .00 .00 · If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. ( IF TOTAL OUE 15 LESS T1Wl n. NO PAVIlENT IS REQUIWED. IF TOTAL OUE IS REfLECTED AS A "CREDIfW (CRI, YOU nAY IE DUE A REfUND. SEE REVERSE SIDE Of TNIS fORN FOR INSTRUCTIONS.I no t: .-- \~i ':.. ::'J ~7m (. ~:'!. I ~, .' :i;.:;. f.. I U -.J RESERVATIONr E,tet.. of dle.dent. dying on or blfar. Dec..b.r 12, 19az .. If eny future Interl.t In the ..tet. I, transf.rred In pa....elon or enjoy..nt to Cl... B (collet,r.!) bln'fleterl,. of thl dlCldlnt .ft,,. the Ixplr.tlon of eny ..t.t. for 11f. or for y..,.., the Co.-onw..lth hereby Ixpr..,ly r...rv.. thl right to .ppr.t.. end ...,.. trenlf.r Inh,rltlnCl rlXI, It the l.wful CI... B (collet,r.l) r.t. on any such future Inter..t. PUllPOSE. 1If NOTICEt To fulfill the ,.Iqulr..."ho' s.ctlon 2140 of tM InherltancI and Eltlt, rll( Act, Act 22 of 1991. 72P.5. SICUon ZUG. PAYftENTr Dlt,ch thtl top portlonof thla HoUe. end sub.1t '11th Your P'yaMt to the RIght,r 0' W11l1 printed on the rever.. ,Ids, --M8k. _ell; or Rnly ord.r p.yetl1, to: REGISTER OF MILLS, AGENT All pIYlenh recel...-, shill first bl appU8d to 1Ir'l~ Interest which ..~ bl due with Iny r...Inder IPPUed to the tlX. REFUND (eR): A rlfund of . tlX credit, which WI' not r.quest.d on the Tax R.turn, ..y b. rlqutst.d by cOMPleting In "Appl1cIUon for Rlfund of Pennsyhenl. Inh.rltanc. and Estlt, Tlx" {REV-IU5J. AppUcIUons Irl 1...IUG1. It the Offlu of thl Rlght.r of Will., eny of thl 23 Rev.nue Dhtrlct Offices, or by ClUing thl 'PKIII Zft-hour In.""rlng slrvice nuMber. for for.. ord.rlng: In Penn'vI"',"I. 1-100-562-2050, out,ld. Penn'Ylv,"l. end ..Ithl" loul H8rrhburg er.. (717) 717-1094, TDD. (17) n2-ZZ5Z CHllrlng f.,llred Only). OBJECTIONS' Any plrty In Interlst not slthfled tilth the IIPPtehe'lnt, ,UOWInU or dl..Uowane. of deduction., or .........,t of t.x (including dhcount 0,. Intlrut) II ahown on thh Notlc. lU.t obJICt within sixty (60) dey. of receipt of thll Notlc. bYI ADMIN ISlllAfll/E CORRECTIONS, --written prot..t to the PA Dlplrt-.nt of R8...enue, laIrd of App..l., DEPt. ZIIOZI, Hlrrlsburg, PA 17121-1021, OR "II.ctlon to h....e the ..tt.r det.r.ln~ It aUdit of the tc<:ount of the p'''.on.1 rapr..."tlUve, OR --SlPPII1 to the Orph.".' Court. DISCOUNT I flctUIII .rrors dbco"'lred on thh .......ant should bl IIddrused In writing tal PA D.psrt...,t of Re...W'I!.M, lur..... of Individual T.IC", ATTN; POlt A.....nnt RI...I... Unit, DEPT. ZI06DI, Hlrrllburg, PA 17121-0601 Phone (717) 717-6505. S.. p.". 5 of tt. bookllt "Inltructlons for Inhlrltenc. TIIC Return for I Ruldent DecldMt.. (REV-ISDl) for en ,.plln.tlon of edIIlnhtntl"'liy correctlbl. .rror.. If Iny tax due 11 PIld within three (5) ellendlr .onth. Ifter the dlCedlnt~. d..th, I five pe,.cent tSle) discount of the tlx p.ld is IUowd. INTDtEIT I Intetllt 11 ch.rged b"SMlng with firlt dl3t of deUnquenc~, or nlM (,) lIOrIth. and OM (1) d.y frOll the dltl of de.th, to the d.tl of p.YHrlt. le.1t which bee... dlUrMNent beforl Jenulr~ 1, nlZ b.ar Int.r..t It the nt. of .1_ (6X)'pereent Plr annuM clleullt.d It. dll1~ ,..t. of .000164. All t.~.s which bee"l delinquent on and Ift.r Janu.rv 1, 1'12 will bI.r Int.r..tlt . r.t8 Ntllch will "'Irv froe calendar ~"r to c.IMdllr v..r with that nt. ~ b~ the PA D.,lrt.ent of fll...,"",. TM .,.Ucllbl. Int.relt: ret.. for l'"Z through 1tM .rlS ~ Intar.1t Rete D.Ilv Int.r'it F.ctor Y.lr [ntere.t bt. DlIh Int.r..t Fector 1'" 20X .DDOSitl "16 'OX .ODDZ74 1915 l6X .OOOUI 1.17 OX .DDDZO I'" lit .DODSel 1'11.1991 .IX .00DSDl I... IS" .DDDS56 1"2 OX .0002'47 1.91.1," .. .0001" "-[ntlnst II cllculated I' follo.... llITEUST . IAUllCE OF TAX UNPAID X IIUIlIIER 1IF DAYI DELINQUENT X DAlLY INTEIEIlT FACTO. -.Anw NoUcI Issued ,ftll" the tex beeOlllS delinquent will r.Uect In lntlrllt CIlcuhtJon to flftMl'l CIS) d.... IMl'Ol'ICI the dIIt. of the ......Mnt. If p.~t AI hell IU.r the lnte'.st ~tltlon detl Ihown on the Notlc., Iddltlonel Int.r.st ~.t be cllcul.tld.