HomeMy WebLinkAbout94-00147
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
. REY.l500 EX+ 111.911
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,280601
HARRISBURG, PA 11128'()601
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A Of DE A H
FRef II~AdC'{-
RI NUMB
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o 1. Original Relurn
o A. limiled E,lale
/,7'')'3
o 2, Supplemenlal Relurn
o 4a. Future Inlerest Compromiso
(far dale. of death aher 12.12.921
o 6. Decedent Died TlIlate 0 7. Decedenf Mointoined a livi"9 Trusf
(Allach copy of WillI (Allach copy of T ru,')
ALL CORRESPOND,ENCE AND CONPIDENnAL TAX INFORMATION SHOULD BE DIRECTED TOI,
M COM LEU MAlliN A E
C'/7/}oceS
T 1 E NUMBER
F. F1?.G'
1. Real E,lale (Schedule A) ( 11__
2, Slack. and Bands (Schedule BI I 2)
3, Cla.ely Held Slock/Partne"hip Inlere,I (Schedule C) (J)
A. Mortgage. and Nale' Recei,able (Schedule D) ( AI
5. Ca,hl Bank Depa.its & Miscellaneau. Pe"anal Praperty( 51
(Scnedule EI
6. Jointly Owned Property (Schedule F)
7. Tranlfe" (Schedule GllSchedulell
9. Talal Gra.. A..el. 110101 line, 1.71
9. fu"eral Expenses, Administrative Costs, Miscellaneous I 91
Expenses (Schedule HI
10. Debts, Mortgage liabililles, lien. (Schedule II
11. Total Deductia" (tololline, 9 & 10)
12. Nel Value of E,lale (line 9 minu.line 11)
13. Charilable and Ga,ernme.nlal Beque'I' (Schedule J)
lA. Nel Value Subject tn Tax (line 12 minu, line 13)
15. Amount of line 14 taxable at 6% rate
(Indude ,alue, from Schedule K or Schedule M.I
16. Amount of tine 14 taKable at 15% rat.
llndude ,alue, from Schedule K or Schedule M.)
17. Principal 10. due (Add lax from line 15 and from line 16.1
18. Credill Spousol Poverty Credil Prior Paymenll Discount
. + ..2)::,. .10"1 + J.r; 'I .>,;~-
19. If line 19 is greater than line 17, enler Ihe differ.nce on line 19. Thi, i. Ih. OVERPAYMENT.
aD
20. If line 17 is greater than lin, '8. ,nt.r the diff.renew on line 20. This is the TAX DUE.
A. Ent.r the inter.st on the balance due on lin. 20A.
B. Enler Ihe 10101 allin. 20 ond 20A an lin. 20B. Thi. is the BALANCE DUE.
Mek. Ch.ck Payobl. 101 Reel,t., 01 WIR., Agent
" .... SURl TO ANSWD AU QUESTIONS ON RMRS. SID. AND TO RICHECK MATH......
Under peftattiei 01 perjury, I d.dor. thOl1 ha.... nomined this return, induding accompanying "".dul.. ond stal.m.nts, and to the bes' of my knowledge and belief.
It " true. corred and compltt.. I dido,.. what all real fltate has b..", r.ported al true mark.t volu.. Dedorolion of pr.pare-r oth.r tho" the p.rlanal repl'...nlotlve i.
baaed Oft 011 information Of which prepor.r hos any Ilnowt.dg..
'IGHAr~ PUWN RURiNftiTf fOR FlUNG R(tURN ADDRti:il DATE
.tGN~.I~~;:'o~.E:~~I;'VI q~;;[SS /1/. .;J/SF ~7 <"'::J~ II,II,I?'IIJCJI o.,-;2-ICu-"I4
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rOR OATIS 0' DEATH AFrlR 12/31191 CHICK HIRI
IF A SPOUSAL . '
POVIRTY CRlDIT IS CLAIMID 0
FILE NUMBER
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COUNTY CODE ot'
YEAR q Y
I 'f1
NUMBER
fiG
N.
.::z/ $7-
r(,/I,rJ,"I
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BIR H
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COIIIII
o 3. Remainder Return
(far dale' of dealh prior 10 12.13.92)
o 5. Federal Ellale Tax
Return Required
_ 8. TOfal Number of Safe Oepodt Boxe.
4-/6 /11- :?/. 57'
en,;1 p II, /1., P A
( ? 01 )
( 6)
(7]-
&,1./3.1'1
( g)
I.A-3Jt.J
(10)
(11)
(12)
(13)
(lA)
(.<+3, .'-/
~<( 3.1 '-/
3,1' <+?
lIS)
t.c1 "'.>.lCj
)( .06 =
(161
x .15 =
(17]
Interes'
(19)
(191
"3 t. ,I."I,
Check here if you OIC l(>quc~llng 0 rdund pi your overpayment
(20)
(20A)
(20BI
RI!~1.s09I!X.+112."1 ~
. '. * SCHEDULE F
COMMONWEALTH 0, P'NNSYlVANIA . JOINTL. Y -OWN.ED PROPERTY
INHEflITANCf TAX RETURN
RESIDENT DECEDENT
ESTATE OF
-"''''/Jlj EL 1/,
Joint tlnant!e),
Fa ey
NAME
A. C f-I/l1? '- (;. ;; P. r-fU:Y d \f
ADDRESS
4/6:> 1'('. :;;1. s'T 5T
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r I, I ) pfJ J 701)
. B.
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JalntlVoOwnld praperlv'
[ FILE NUMBER
RELATIONSHIP TO DECEDENT
SON
ITEM LmER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR
NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. """~ .
"9 t>-/" ..., LV tV) t:.v.... ~ M~. t-t:. 0 { V I'M'IV/('
<: t/~" /l ?Or( 4- c: .!j c ;1-( le'ee.. I 0/1/ I / EN A/S15oR 0
8?Z- p", J?rl'L-/J.r? e/-/; I'?cri .R/.~
c A 1./1 rf' ,If;(~/.)/1 0'://1 7~7 cJ,J'"
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1."z.Yb 4::1'" ~D~ - C.,If-3,/ if.
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TOTAL (AI", In.., an II.. 6, R_pi.ulalian) S
(If ...... 'Pace is -.Jod i.,ert additianol dlIIII 01 '011II ....,
.E.V.1SH'f~+ 17.111
ESTATE OF
~jJ.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or TVp.
FILE NUMBER
ITEM
.NUMBER
A. Fun.ral Exp.n...:
B.
4.
C.
1.
2.
3.
4.
. 5.
6.
7.
8.
DESCRIPTION
AMOUNT
1.
P/2,,1; - PI{ 1 P
/1.1') I7RK C /1/ sT
Fr/,'7<... ")II]-} -<? 1c
/~ tr,- r... .",. /1-1 /-1 CJ f\.-. 6-
Ii /);/1 00 (d &/!/rY -" ? /j
Admlnl.tratlv. Co.lI:
1.
Personal Representative Commissions
Social Security Number 01 Personal Representative:
Year Commissions paid
2. Attorney Fees
3.
Family Exemption
Cloimant
Addre.. 01 Claimant at decedent's deoth
. Street Addre..
Relationship
City
State
Zip Code
Probate Fees
Mi.cellan.au. Exp.n.e.:
TOTAL (Also ent.r on line 9, Recapitulation) S
(II mar. .pac. I. n..d.d, In..rt additional .h..1I 01 10m. .1...1
dl-/t.,-qy
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ra
REV-1547 EX AFP (10-93)*
COHHOHWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT. 280601
HARRISIURO, PI 1712a~D601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS. AND ASSESSMENT OF TAX
ACN 101
DATE 05-31-94
ESTATE OF FILE NO.
DATE OF DEATH 12-07-93 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAVMENT TO THE REGISTER OF WILLS. MAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
CHARLES F FREY
416 N 21ST ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount R..itt.d
~
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ....
REV:is4j-Eif"AFP-fiCi:93riiiiYicEnciF-YNHEii'ii'A"NCE-Ylix-APPRAisEii'€ii'i'-;-ALi:ciwANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX .
ESTATE DF FREY MABEL D FILE NO. 21 94-0147 ACN 101 DATE 05-31-94
TAX RETURN WAS: I X I ACCEPTED AS FILED
( ) CHANGED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rial Eltoto (Schldull Al (11
2. Stackl end Bands (Schedull B) (21
3. Claslly HIld Stack/Partn.rship Intlrlst ISchldul. CI (3)
4. Hortgag../Nat.. Racalvabl. (Schedule D) (4)
S. Ca.h/Bank Deposita/Hi.c. P.~.on.l Pro~rty (Schedule E) (S)
6. Jointly Own.d PraPlrty (Sch.dul. F) (6)
.7. Transfara (Schedule G) (7)
a. Tot.l A...t.
.00
.00
.00
.00
.00
643.14
.00
181
643.14
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral ExPen.a./Au.lnlatratSva COlt.1
"i.callan.aul EKpan... (Schedule H) (9)
10. Oobts/Nortgagl Liabilitias/Lians (Schldula II 1101
11. Total Deductions
12. Hat Value of Tax R.turn
15. CharJtabl./Gov.rn..nt.l Bequests ISch.dul. J)
14. Nit ValUl of Estat. Subjlct to Ta.
.00
.00
(111
(121
1131
1141
.00
643.14
.00
643.14
If an assessment was issued previouslY, lines 14, 15 and/or 16 and 17 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Aoaunt of Line 14 ta.obl. at 67. rat.
16. Aoauntaf Linl 14 ta.abll at 157. rite
1.7. . PrincipII TIX Duo
TAX CREDITS:
PAYMENT
DATE
NOTE:
115)
(16)
643.14 X.06 =
.00 X.IS .
1171
3B.59
.00
3B.59
RECEIPT
NUMBER
DISCOUNT It I
INTEREST (-I
Al10UNT PAID
02-16-94
B55919
1.93
36.66
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
38.59
.00
.00
.00
. IF PAlO 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 REF~ECTEO AS A "CREDIT" ItRl, VDU NAY BE DUE
A REFUND.. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I
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RESERVATIONs E,tet.. of dlcldent. dying on or b.for. nICI.a.,. 12, 1982 -- If any future Inte,...t In th. ..tet. 1. transferrld
In po.....lon or .njQ~.nt to CI.., a (coll,te"ll) bln.flcllrl.. of th. decadent .ftl,. thl Ixplrltton of eny ..tet. for
Uf. or for y..t., the C~ntf..lth hl,.lb)' IXPr...b "IUtV.. the right to apprlh. and lIS.... tl"en'hr Inhlirlbncl Tax..
.~ the l.wful Cl... I (colletlrll) tit. on eny such futu,.. Intl,.l.t.
PUIll'OSE OF
NOTICE I To fulflU the requlre.."t, of SlcUon Z140 of tM IntMrltM\C1 and E.tat. rill( Act, Act 22 of 1991. 72 P.S.
Section ZlU.
PAYfEHTI Dtitach the top portion of thh NoUcl WId lublIlt with your plye.,.t to thl RIgIUlr of NUll printed on thli revlr.. lid.,
."HIlke c:hec:k or .....y order plyabl. ten REOIS'lER OF MILLS, AGENT
AU p.~ntl nCllv-.:t "'_11 flnt b. appUad to any InbrlU Witch ..y bl due with any r.a.lneNr I!IPplilld to the tu.
REF\Im (CRh , refund of I tex credit, which we. not r~.ted on the T.x R.turn, .ay bo requ..tld by cOllpllUna an "ApplicaUon
for Rafund of Penn,ylvanla Inharltl.nc. and E.t.t, T.... (REY.UI5). ApplicaUon. atl BvaUabl. It tha OfficI
ef the RIgI.ter of Willi, any of thl 25 R.venua DI.trlct Of tic.., or by cllllng the'PICIII 24-hour
an.....rlng .arvlc. nu.berl for for.. ordering: In Penn'Ylvanl. 1.100-362-2050, out.ldl Penn.Ylvanla end
wtthln lOCI. Harrisburg .t.I(717) 717-1094, TOOl (717) 772-2252 (Haarlng Iapalred Only).
DIJECTIDHS: Any p.rt, In Int.rast not.athUad with the apprllhaMnt, aUonnc. or dhaUowenc. of deduction., or ........,..t
of tlx (Including dl.count or Int.ra.t) .. shown on thl. Notlca lU.t obJ.ct within .Ixty (60) day. of rac.lpt of
thl. NoUc. by:
,--wrlttan prot..t to the PA D'Plrt-.nt of Aa~anua, 10lrd of app..l., DEPT. 211021, Harrisburg, PA 17121-1021, OR
--.lacUon to have the utt.r det.,..lned at eudit of the ItCCOU"It of the par'onll r.r..entltlVII, OR
--~al to tha Orph....' Caurt.
&/lItlM
IITRATlV!
CORRECtIOHJI Fectull .rror. dbCOVlred on thh .......ant chould be Mdr...ed In ",rltlny tal PI D.lrtaant of R.vanua,
lure.u of Indl~ldu.l TIX", ATTHI Po.t A......-nt R.vl.... unit, DEPT. 210601, H.rrlsburg, PA 17121-0601
~ (717) 717-6505. SII ,... S of the bookl.t "In.tructlon. for InharltlnCl Tax R.turn for a Ra.ldent
Daeadent.. (REV-ISOI) for an .xplanatlon of adalnl.tr.tlvely corractiOl. Irrorl.
If any tllC due- I. p.ld within thr.. (3) cal.nd.r Ml'Ithl .ft.r the dle.dent". M.th, a UVI ptIrcent (SX)dllcount of
tht tax Plld II alIDWld.
DIICtlUNT:
INTEREST,
lnt.r..t II char-8M betlnnlMl ..Ith first day of dtllnquanc." or nlM (9) IOftth',and OM (1) day frDe the date of
esa.th, to the data of ,.","t. Tax.. Which Me... delinquent blfo,.. Janwty 1, 1912 beIIr Inta,...t at the rata of
iiI( C61:) petcent pet .".. Clleyl.ted at . daih rata of .000164. &11 t'.1I .....Ich bee... dllI,",,*,t on MCI aft.r
~rr I, 1912 ..il. -.a,. Intar..t .t . rata which will var, ,,... calandlr Y'I,. to c.ltndar y.et ..Ith that rata
emouncH b, the PA Clapartllll'lt of R.venue. The ....,lIe... Int.,...t ,..t.. fo,. 1912 thrOUgh 19M al"..
!!!! Intat..t Rita D.lly lnt.,...t factor ~ lnt.,...t R.tlll a.Alr lnt.r..t fecto,.
I'll tar .000541 I'" m .00G27lt
IOn lot .DOOU' 1.17 9t .DODtU
19.. lit .oonol l'H~l"1 lit .00DlDl
IOU 1St . ODDS" 1.92 9t .0ODl47
I"J~I9M .t .0001'!
-~rntara.t It c.leyl.iH a. followlI
IIlTEREIT . IALAllCE OF rAlC UNPAID X IIlIIIIEI OF OAYI OELINQUEIIr X DAILY IfI1'EREIIr FACTOR
"An, ....Iea It.... aft.,. the ta. NoaM. OtUf'MtlMtt 11I111 raflect ." Intarllt nlculaUon to fift... US) _a
barond the data of the ..........t. If P.w.ant Jt .... .ft.,. the Intar..t CClIIPUt.Uon ate shown on tt.
Netlca, edGltlon.. Inta,...t au.t ~ c.lcule''',
/ if '- / tt /- I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE fiLED IN DUPLICATE
WITH REGISTER OF WILLS) COUNTY CODE ~ I YEAR 9 'I
DECEDENT'S COMPlETE ADOIIES
tJ. Jr.. 11/ a-I'''' S T
1-1. It, Pi?
3
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REV.1500 EXt (7.,941
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COMMONWEALTH OF PENN~YlVANIA
DEPARTMENT Of REVENUE
DEPT,280601
HARRISBURG, PA 17128.0601
DECEDENT'S NAME (lAST, fIRST. AND MIDDLE INITIAll
P"ftG"\ 191)<':::''- (;)
ISZ.-3z.-zSSc.
(If A',lICAIUI SU~YrYINO "OOWI NAil( /1"'I!,11Ul AND MtOOL( tNITIAll
o 1. Orlginol Return
DATE Of 8IIITH
!O'. 'Z.'!_I e,cu..
~ 2. Supplemenlal Relurn
o 4. limited Eslol. 0 40, future Inlerlll Compromise
(lor dale. of dealh afler 12.12.B2)
o 6. Decedent Died Tedole 0 7. Decedent Maintoinlld 0 Living Trusl
{Attach copy of Willi (Attach copy of Trull)
'AU.\COIRISPONDINCI'AND CONFIDENTIAL. TAX .INFORMATlO.NSHOULD. BI,DIRICUD;TOI,:f'fJ!J,~;: '1\l'iJ)~"
AM COMPLETE MAILING ADORES
C~'9~a:5 F, PfZ.€
lflEPHONE NUMBER
7(".{- Z.?t;.S"
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1. Real Eliot. (Schedule A)
2. Slocks ond Bonds (Schedule BJ
3. . Closely Held StockfPartnenhip Interest (Schedule C)
4. Mortgoges and Noles Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personol Properly
(Schedule E)
6. Jainlly Owned Property (Schedule FI
7, Translers ISchedule G) (Schedule LI
8. T 0'01 Groll Anets (Iotallin" 1.71
9. Funerol Ekpenses, Administrative CosII, MilCellaneous
Expenses (Schedule H)
10. Debts, Mortgage liabilities, liens (Schedule I)
11. Total Deductions (totollines 9 & 10)
12. Net Value of Eslate (line 8 minus line 11)
13. Charitable ond Governmentol Bequests (Sch.dule JI
14. Net Value'Subjec:f to TOk (line 12 minus line 131
15.. Spousal Trond.,. (for dOles of death aher 6.30.94)
See lnstruc:fions for Ar.plicable Ptrcentoge on Reverse
Side. (Include voluIII rom Schedule K or Schedule M,)
16. Amount of line tA takobl. at 6% role
(Include values from Schedule K or Schedul. M.I
17. Amount of line 14 fOkable ot 1 S% rate
(Include vatu.. from Schedule K or Schedule M.l
18. Principal 'ak due (Add tOk from lines 1S, 16 ond 17.)
19. Credits Spousal Po'verty Credit P.!.io! Payments
+ "C,,'"
FOR DATPS OF DiATHAFTlR 12/31191 CHECKHERI
IF A SPOUSAL
POVERTY CRlDIT 15 CLAIMED 0
FILE NUMBER
1'17
NUMlER
ellMp
Counl
AMOUNT RECEIVED (SEE INSTRUCTIONS)
o 3. Remoinder Relurn
(far dale' of dealh prior 10 12.13.821
o S. F.deral Estat. Tak Return R.qulred
_ 8, Tolol Numb", of Safe Deposit Box"
4-1(, III. :J.I., r
Ct9/1J1 11111 PI)
(1)
(21
{31
( 4)
151
( 6)
(71
~,eJDei.O''''
I ?'II
()C.\
C"
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(B)
'.)1
(111
(121
1131
(IAI
I!',OO
~'tS>~. OD
'+. ., FS: "0
20. If line 19 is gfeater ,hon line 18, enler the difference on lint 20. Thi. is the OVERPAYMENT.
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21. If line 18 is grtoterthan lIn, 19, enter the djff.rence on Un. 21. This is the TAX DUE.
A. Enler .helnl.rlll' on th. balanc. due on line 21,A.
B. Enler Ihe talal of line 21 and 21A a.line 218. Thi.I'the BALANCE DUE.
Make Ch.de Pavable tOI Re.l.fer.f Will., A..nt
1I?r2.tf,j;\',"'\;,,,'N,""" .. SUO TO ANSWD AU. QUISTlOHS ON IIVDSI SIDE AND TO IlICIIICX MATH oe( '-(;;,>'~IiI,;;:Jijt]i~~
Under penal'ie. of perjury, I declar. .hot I hove txamin.d this return, induding accompanying schedules and stalements, and 10 the btlt of my knowledg. ond beI~,
It Is true, corr.d ond complet.. I declare that 011 real IItole has bltn repor1ed ot true morbi volue. Declaration of prtportr other 'han the p.rlOflol r.pr...ntoti....l.
bOled on 011 information of which preporer ha. any bowl,dge.
5fGNAfUlf Of 'UK)N lE$flON$lllf fOl flUNG .nUIH ADDU$$. DAU
(91
I~.ce>
X.__
)( .06_
'-'ffi. It>
(101__
(15)
'" "..
(161 Q.,qp"
(171
DilCounl
+
)C .15 II
1191
Intertl'
(heclt hl'fl' .1 you 01(' If'qul'\lmg 0 .d.und of your OVl"poyOll'n1
(191
(20)
(211
(21Al
(2IB)
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REV-1547 EX AFP (10093)*
COMNOHWEAlTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
, BUREAU OF INDIVIDUAL TAKES
DEPT. Zl0601 .
. HARRISIlJRQ, PI 17121.0601
ACN
. 101
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAX
DATE 10-lB-94
FILE NO.
DATE OF DEATH 12-07-93 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE RECISTER OF WILLS. HAXE CHECK PAYABLE TO "RECISTER OF WILLS, ACENT"
REMIT PAYMENT TO:
CHARLES F FREY
416 N 21ST ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~ _.. Aaa,,,,t R.aUt.d
CUT ALDNG THIS LINE ... RETAIN LOWER PORTION FOR YDUR RECORDS ~
ifitj:ili4'j-ix--Ai=ii-fiii:ij3riiiificr-OF-YriiirliifANCE-':AX-iippiiiiisiHiiir;-Ai.roiiAj.jcE-O-R---------~--m_-
. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREY MABEL D FILE ND. 21 94-0147 ACN 101 DATE 10-1B-94
TAX RETURN NAS, (X I ACCEPTED AS FILED
( I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 1 SUPPLEMENTAL RETURN
1. R..l E.t.t. (Schedul. AI III
2. Staok. and Band. (Sch.dul. BI 121
S. Cla..l~ Hold Stack/Partnerlhlp Intaraat (Schadula CI 151
4. Hartgaga./Nata. R.caivabla ISchadula DI 141
S. C..hII.nk Dapo.lt,IH1Ic. Parsonal Property (S~h.dul. E) (5)
6. Jaintl~ Cwnod Prap.rt~ (Schadula FI 161
7. franafara (Schedule Q) (7)
a. Total A...t.
.00
.00
.00
.00
5.000.00
.00
.00
(al
5,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
... Funeral Expen.../Ad.lnl,tratlvl Coat.,
"l.c.ll~u. Expen... (Schedule H)
IC. Dabt./Hartgaga Liabilitia./Llon. (Schadula II
11. Total Daductlon.
12. Net Valu. of Tlx Return
IS. Charitabla/Cavarnaental B.quoet. ISchadula JI
14. Net Value of E.tata Subjaot to Tax
(91
llal
15.00
.00
1111
1121
1151
1141
15.00
4,985.00
.00
5,62B.14
If .n ........nt w.. i..u.d pr.viou.1Y, lin..
r.fl.et figur.. th.t includ. the tot.l of ALL
ASSESSHENT OF TAX: ---
IS. Aaount of Line 14 taxabla at 6r. rata 1151
16. Aaount of L1... 14 taxabla at 15r. rata (161
17. Principal Ta. Duo
TAX CREDITS:
PAYHENT
DATE
NOTE:
14. 15 .nd,or 16 .nd 17 will
r.turn. .......d to dat..
5.628.14 X.06'
.00 X.lS .
1171
337.69
.00
337.69
RECEIPT
HUNBER
DISCOUNT It I
INTEREST I, I
AIlOUHTPAID
02-16-94
09-0B-94
09-12-94
855919
ABATED
912934
1.93
.06-
.24-
36.66
.05
299.10
INTEREST IS CHARGED FROM 09-13-94 TO 11-02-94
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.-
TOTAL TAX CRIDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
337.45
.24
.00
.24
v" IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
;/,
.
~t
\,
.\
~.
>,
,
,
r
I IF TOTAL OUE IS LE!IS THAll n, HO PAYMENT IS REQUIRED. /
IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CRI, YOU !lAY IE DUE / I
A REFUND. SEE REVERSE SIDE OF THIS FDIN FOR JHSTRUCTtONS.1
20. If lint 19 is gr.ater thon Un. 18, .nt.r the diK.rlnClll on line 20. Thil is the OVERPAYMENT.
aD
21. if lint 18 is 9r.ot.r't~on Line 19, enter the difference on Une 21. This is Ihlt TAX DUE.
A. Enler the inter.,t on the balance due on lint 21A.
B. Enter the totol of lint 21 and 2'A on lint 218. This is the BALANCE DUE.
Mob Ch.de Poyabl. tOI R'glst.r of Willi, Ag......
II SURI TO ANSWER ALL QUESnONS ON RIVUSE SIDE AND TO IECllICK MATH ..
Under lMnal,j" of p.rjury, I dldor. thot I have Ill.omintd this return, including occomponying "hed",l" and slattm.nll, and to the blst of my knowi.dg. and IMlI ,
it is true, correct and complete. I dldor. thai all r.ollstotl has b..n reponed at trut morket volul. Oeclaration of preparet other than the p.nonol represeontntl". II
bosed on all information of which preparer has ony Itnowl,dg..
$IGNArur.f Of 'USON nSPONSI< fOR fIliNG R[1U.N AODltt$$ OAt(
/,/' . -7"7 . 7-'1-/
(.4:'c<.<f.'J Y. '/~'<4L (/C. /1IC';7~/1 ;;1/_ 5i' r,U/1,p 1-1,1/ PIl 1,;-
$l(;HAIUll Of f'n,...RU OTH(1l THAN .t'ffitN'....'.V( AObRLU ,... OAT(
w
...
"'c..
~E~
"''''9
u"'..
!i
.
/4-lql-1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
YEAR
NUMBER
.
FOR OATIS OF DEATH AFTER 12/31/91 CHECK HERI
IF A SPOUSAL
POYIR" CREDIT IS CLAIMED 0
Fill NUMBER
Oi\
COUNTY CODE
DECEDENT'S cOMP"LEn ADDRESS
q4
1*1
COMMONWEALTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
DEPT. 280601
HARRISBURG, PA 11128.0601
DECEDENT'S NAM!: (LAST, fIUT, AND MIDDU INITIALJ
{. II.- III ::J-/, r-
DAlf OF BIRtH ('" ~ ^" #H, I (
? _" 'i -'4"'1" Co.", P I PI)
SOCIAL SECURITY NUMBER AMOUNT RECEIVED ISEE INSTRUCTIONSI
ffi
Ii!
III
co
....-....<-t- ..A "I
SOCIAL s[eu IlY NUMUR
1-;)
OMf Of DEATH
I,
I Z-) - 'I ~
II' ""'llC"'lLfl $U~VIVINO SKWU'S NA/lt [LA$T, flut AND MIDOLt INI1I"LI
01.
o .1.
~ 2. Supplemenlol Return
03.
05.
Remainder Return
(far dale. of death prior 10 12.13.821
Federal Eslole T ox Return RequIred
Original Return
';''''
wili
"'co
"'z
8f
o .40. Futuro Inferell Compromise
l'or da'e. of d.alh aher 12.12.82)
o 6. Oecedent Died Tellote 0 7. Decedent Maintained 0 living Trult
(Allach copy 01 Willi (Auach copy of Tru.t)
iAWCORRlSPONDINCIAND CONFIDENTlAL.TAX ',INFORMATlON' SHOU,LD, BI,DIRECTED"TOi:'WiWiI'i,'ti~~ll
;.Nt COMPlETE MAIliNG ADORES
limited Eslale
_8. Total Number of Safe Deposit Boxes
(')"
Cf'
";,
'0
-oJ
__ :D
~-'.l (1.)
(.\ ,-)
TElEPHONE NUMIlER
(II
(21
(3)
(A I
(5) L'100,c.l/
.
-
-~'.
::<
I
-J
z
co
S
=
t:
....
c
u
..
'"
L Real E"a'e (Schedule A)
2. Stockl and 80nds (Schedule BI
3. Closely Held Stock/Portnership Intfrest (Schedule CJ
4. Mortgagll and Notes Re:::eivable ISchedule DI
5. Cosh, Bonk Deposill & Miscelloneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfe.. (Schedule G) (Schedul.l)
8. Total Gron Aneu (10101 Lines 1.7)
9. Funeral Expen.es, Administroliye Casu, Miscellaneous
Expenses (Schedule HI
10. Debts, Mortgoge .lif.lbilities, liens (Schedule I)
11. T 0101 Ueduclions {lotclUnes 9 & 101
12. Nel Value of Estate (Une 8 minus tine 11)
13. Charitable ond Goyernmental Bequesll (Schedule JI
1.4. Net Value Subjed to TOK (line 12 minus Une 13)
15. Spousal Tronden (for dates of death ofier 6-30-9.4)
See InstNdions for Ar,plicoble Percentage on Reyerse
Side. (Indude values' rom Schedule K or Schedule M.)
16. Amount of line 1 A taKable at 6% rate
(Indude valulI from Schedule K or Schedule M.)
17. Amount of line 1 ~ IClxable 01 15% rate
(Indude valuII from Schedule K or Schedule M.I
18. Principal tax riue (Add tox from Lines 15, 16 and 17.1
19. Credill Spousal Poverty Credit Prior Poymenls
+
+
(19)
(20)
-0
LoJ
(.j
N
L')
'-'
~ ~',I \
.- .'-"
(61
(7)
(8 I J .1 eo 0 - (..1(.
(9)
(101
(151
(11)
(12) 1_ ~ "0 ,~"
(13)
(IA) I, ('coo ,W
x._=
x .06 = 1/<I-.coCl-
x .15 1=
(18)
Inter,.t
(161 / C,OD , {,-9-
(171
z
co
~
...
~
:E
..
u
~
...
Discounl
Cht.(l< ~~f(' If you Ole Il'quc,,"n9 a Iclund 01 yOUl ovcrpqymcnf
(21)
(2IA)
(21B) _
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013.
CUT ALONG THIS LINE .. RETAIN LDWER PORTION FOR YOUR RECORDS ~
iiEY:is47"EY"Aiip.-foY:97Y"No'ficE"oF"i"NHEiiifANCE"TAX"APPRAisEii€NT~""Ai:roiiAiicE.ijli"""""."""-.""."n
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREY MABEL D FILE NO. 21 94"0147 ACN 501 DATE 07"07"97
TAX RETURN WAS, ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATIDN CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI LITIGATION RETURN
1. P.ool E.tata (Schodulo A) III
2. Stack. and Band. (Schodula B) (2)
S. Cla.al~ Hold Stack/Partn...hip Intaro.t (Schedula CI (~I
4. lIartuaso./Nota. Roed.ablo (Schadula DI (41
5. C..h/Bank Depolltl/Hlac. Perianal Prop.rt~ (Schedule El (5)
6. Jaintl~ Otmad Pr_rt~ (Schedula F) (61
7. Tran.for. (Schadula PI (7)
I. Total A...t.
If an a.......nt w.. i..U.d pr.viou.ly, lin.. 14, 15 .nd/or 16, 17 and 18 will
refl.ct figure. that includ. the total of ~ r.turn. .......d to date.
ASSESSMENT OF TAXI
U. _t of Une 14 at Spou..l rata (15)
16. _taf Line 14 taxabla at Lineal/Cla.. A rata (161
17. _t of Line 14 taxabla at Callatoral/Clo.. . rata 1171
11. Prlno)pal Tax Duo
TAX CREDITSI
PAI'IIENT
DATE
o "0 -
/J/-/Cf/-j
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IHHERITAHCE TAX DIVISION
DEPT. 210601
HARRISIURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
r
CHARLES F FREY
416 N 21ST ST
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CDUNTY
ACN
PA 17011
07-07-97
FREY
12-07-93
21 94"0147
CUMBERLAND
501
AMount Roalttod
.00
.00
.00
.00
.00
1.900.64
.00
II)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funer.l EKpenI../Ad.. COltl/KIIO. Exp~I.. (Sch.dul. H) (9)
10. Dabb,"artg.g. UabUIU../Llon. ISchodul. I) (10)
11. Total o.duction.
12. Not Vol... of Tax Roturn
IS. Ch.rltabl./Do..rnaont.l Boqu..t. (Schedul. JI
14. Not V.l... of E.t.t. SUbjoet to Tax
.00
.00
1111
1121
USI
(141
NDTEI
.00 X .00.
1,900.64 X .06.
.00 X .1S.
1111
RECElI'T
NUttIER
AA211273
DISCOUNT I.)
INTEREST/PEN PAID I-I
.00
AIIOUHT PAID
114.04
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
a IF PAlO AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATICIlI OF ADDITIONAL lIITEREST.
c..,
'*
UNUIU'''fII.".
MABEL
D
NOTE: To lnaur. proPer
crodit t~ rour account,
.lIbait tho uppor portion
of thl. for. with ~our
b)( paYHnt.
1,900.64
no
1.900.64
.00
1,900.64
.00
114.09
.00
114.09
114.04
.05
.06
.11
I IF TOTAL DUE IS LESS THAN II, NO PA~ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU MY IE DUE
A REFUND. SEE REVERSE SlOE 01 THIS FORI! FOR lIlSTRUCTlClllS.1
m ,
..- ";"i ,;;'t
() '" C)
;-=-,-:
0
-
r-J
.";~~
1- ,Ji~
,:.;. ,~~ p'
ex: 0u
PA\'tEHTI
a.tach the top portion of thll Notlc. Met sUb,lt with your pIYlent .,d, payable to the naH Ind Iddr...
printu on the nv.r.. ,Ide.
u If RESIDENT DECEDENT ,ak, chick or lIon.y order Plv-.bl, tal REGISTER OF ,WILLS, AGENT.
-- If HOH.RESIDENT DECEDENTleke chick or .onIY ardl,. plyable tOI COHHONWEALTH OF PENNSYLVANIA.
REFlIm (tAh A nfwMl of . taN credit, which .... not requeltlMl on the Tax R.turn, ..y b, nquut.d by cOlIPIIUnll WI
"AppUCIUon for R,fund of Pannnlv..,t, Inh.ritenc:e II'Id E,t,t, r.." (REV.UU). AppUc8Uonl Ire IVIUule .t
the Dfflu of the Right,,. of WUlI, any of the Z5 Rlqnue Dhtrlct OfficII or frol the DlIPlrtllMt" Z4-hour
1Ift....,.lng .1"vlcl numere for for.. orct.rlnlll In PennIYi"....a 1.800-162"2050, outllde P""lylvMl.
Met within loclt Itl,.rhbIJra er.. (717) '1.7-10,., iDDI (717) nZ-ZZ5Z (....rlng 1.llred CiI'lb),
REPLY TOI OuIIltlon. ragardlng arror. conblnH on thll notlca should ba Dddra~lld tOI PA D.p-.rtHnt 0' R.VIhUII, Burlau
of Indlvldu.1 Tile", ATTNI Po.t A......."t Rlv!" Unit, Dept. ZIO"I, Hlrrlsburg, PA 17Uaw0601, phon.
(Jl7) 717-6505.
DIICllUlT.
If ""talC due 11 p.ld within thr.. (5) c.lendlr IIOnthl afta,. ttM dtc&od."t'. d.ath, . fin Plrc."t (5XJ dlaeount
of the t.x p.ld 11 .Uowcl.
PENAl. TV I
The ISX t.x ....,..ty nonwp.rtlclpaUon PIl'Illty 11 ~tld on the totll of the t.x MMI Intara.t ......Id, and not
,.Id .'ore JMUlry II, 1996, the flr.t d.y .ftlr thllInd of the t.x unllty Plrlod.
lMTDlEST I
Inter..t 11 charlld bQlmlng with. flr.t day O'del1nquancy, or nine (,) IIOnth. and OM (l) day frOll thf: date of
dHth, to the dltl of ply.."t. Tu.. which bee_ delinquent b.for. JllhUlry 1, 191Z b..r Int.rllt at the rata of
,Ix (6%) Plrcent Plr Wll'lI.- c.lculated .t . d.Uy r.t. of .GlelM. All tllell which bec:...dellnquant on and oft.r
J....,y 1, 1912 w111 b..r Int.r..t .t , r.t. .....Ich .,111 VIIry frOll cllend,r Yllr to calandlr y.a... .,Ith that ,.Itl
~ by the PA ....rtMnt of RlvlII1Ue. The ...,lIclbll Inte,...t rlt.. 'or l'al thrOUllh .99' ar'l
V... Int.,...t Rata DallV Int......t fectur V.... Int.r..t Rlt. Dilly Int.r..t Fector
I9IX XOX .0GlSU 19" 9% .000lO
190 I6X .0004S1 1911-1"1 11% .OIDSDl
191' 11% .0aDSOl I"X 9X .ODDZO
1915 Ill< .00OS56 1995-1tM n .0001t2
1916 lOX . DODt'74 '"5'1"7 9X .DDOZ47
--Int.,...t i. ~leul.ted .. followal
IflTEIIEIf . ..LAIlCE OF TAX UNPAID X Il1IIIIEII OF DAYS DELIKQUENT X DAILY IIlTEREIT FACTOR
--Any "'Uce ......... aft.,. thI t.. becoM. dellnctl*'lt will ,..flect ... Int.rllt c.lcul.Uon to flU.." US) 11III,.
beyond the dlt. of the .........t. If "YMf'lt h ..... Ifter the Int.r..t coaput.Uon ..t. Ihown. on the
Notice, Iddltlonel Int.r..t lU.t be a.leul,t...