HomeMy WebLinkAbout94-00179
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'! INUF.RITANCE TAx RETURN ~Ut~U~1~:j~~~l:~~I~I~I~"lt~'ck~I",
"~'~it,f~ RESiliENT DECEDENT ffiiNiiMiiR------------ I
WIIMOflWIAlllt 01 'JllNIYIVAtUA (TO BE FilED IN DUPLICATE "I... Q I / /79'
nlMA M!~n OJ"olV!NI' ('>( / ,
IIARRllm&6 ~'l" I1lll~601 WITII nflGISTER OF WilLS) COUIHY CODe YEAR NUMUR
ffi . .... n'~~:~;::ri~:o~::Il!~,.jirn~'"mrmffi~ir' ,===~=,=-~=,... [ ~~~~: son ^v:~ -
~ ~ii1lllmllnllinll!1I!1.. IflXllorfl/IIII" ..\flmmlllm...... Mechanlcsburg, PA 17055
n 509-14-8785 11-03-90 06-02- 23 e,,", Cumberl and
__ . . ...... _.1._._______...__.._.___.._...____._.._...__
IXI I. Odqln.1 Rnlu.. I I '1. S"IPlor..nlnl R.lu,n [] 3. R.malndor R.lu,p
I'ar .1.111 a' doalh p,lar 1012.13.821
I I ~. IImll." E'lnl. I I ~'1. ,,,,,,,. Inln.a.' Comp,."I.. [J~. redo,nl E.lol. Tnx
(I,,, dnln. .1 dnnlh nltn, 12.12.A21 R.lu.n Roqulr.d
I I I,. 1,.",j.nl 01..1 In.laln I I ;'. O"ndnnl Mnlnlalnod n lIvlno T,ul' _ 8. Talal Numbor 0' 50'0 Oopn,lI Anxn.
(Alln<h "'Pl of Willi (t,lIach col'.Y~' ',ulll
M~,CO~~!5~~~~.rnt'i~R5t~~IBF.mliir ~~:~ IRffi.R.~!_ el~~IJf^~II"'''11li!11U~f+I~~iIt~~~lt~11jl W''!!:i=:1
Charles E. Shields III 2 W. Main Street
IrHHF'i1l/ J11ll1m .....- .. . .....-.....- Mechanicsbul'g, PA 17055
RIV.IIM". III.?II
..
I. nonl E'II1" (~ch.duln ^I I 'I ....._..... .... ......_...____.
? ~In,k, ."d Anl1d. ISchl1dul. AI ( 'I ...._.. . ...___.__.
~. CI.,.ly ",I~ ~locllrorln"'''';1' 111'"." lScI,,,,I,,lo q I 3) .._..____.._.____.
~ Mn.l!ln!l" nl1d Nol.. Rneol","'n l~eI",d"ln 1'1 f AI _._.____ ___..__...__.
~. (,"I'i nonk !l.pOlIII ~ Mllt.II,"'.n'. rn"ol1nll',or.o.lyl ~I ......__...S9...f.Q.6..cQL..._.
I~r IO,lnl. EI
I, J.lnlly O",n.d r'Clpnrly l~c"od"l. r)
7. l,nn,'n" (SeI,nduln 0115e1,od"ln II
n. lnl.1 Ornll AllnllllololllnOl 1-71
Q. r,'nOlnl Plpnn..,. Adrnlnhltntlvn C"". Mltt.I","n""' f QI..______l?l.~OO. 00 __
~'ron." ISth.dul. "I
10. f).hl'. Mculgno, lInhllltln,. 11.11.ISch.d"l. II (101.____...... ' 00
II. T 0101 Onducllon. (lolnlll.OI Q ~ 101
I? ~Inl Vnlu. .1 E"n" (linn 9 mlnu.llne III
13, Cl'OIlInbln rend Oovornrno.ln' Rnquotll IScI,od"lo JI
.... ....__... I ~._IIot V~lu._~.ubl'c!..'''.! a~.!II,,!12. ,!,ln~~!I,,!.l 31__ _ ____
IS. A,"o"nl nllll1' IA I.xobln n' ~1b rnln (151
lloclueln '011101 r,orn Sch.d"l. K 0' Schoduln M.I
16. ^"IO'"'' ,,' line lA 'oxnbln nl 15% roln
II.clu.l. "01".. hClm Schnd"l. K " Schnduln M I
17, rrlnrl".II<" d".(Add "" ',om IIl1n IS nnd Irnm IIno I~.I
IA. C,oclll. ~ro","1 rovnrly Cr.dll r,lolr"y",nl' Dlttounl In'....'
...... ....... + ...... + ....__..__. - ........___n_
I? If II". IA h 0'00101 II,ul1l1n. 11, .nl.. 'h. dlflu,onco allIIn. 19. 11.1, It Iho OVIRPAVMINT.
f.i1l1.:IBm"Il!m~.u:Ili:.l.J
?O. If IIn. 171. oren'or Ih.n II.. 18. onlor ,hn d"'",,,,co on IIn. 20. Thh 1.11.. TAX OUI.
A. Fnlor II,n InIOl..1 on II.. bnln.co cI". on 11110 2M.
n. Fnl., Ihn lolnl nlllnn '0 nnd 2M 011 IIn, 20R II,It II Ih. BAlANCI DUE,
Mnh Ch,,~ Pay 01.1. 101 R.gl.lor a' Wllh, Ag.nt
.....-- ...-' :O=-:C:=--";:WDlUliffo ';;mwn~AICijUlifi!ffli Bfl musl IlBllmJftt RI~Rltlt MAtH """("l,~ tl';~ :;".011.. :""1
U~;j~r r~i~oiii;~ .l~j ~~;i;liy-, i a;~~;; it;ti t~~-; ~~;;;,;r,;J i!7il ;;i~;~l. ind,~fl~r- ~~~~I~A- .t"o'dullI;-~ Iloltlm,nl.;;d'J;i1i;t;ii.or my kno;r;~;;;dt;Jj~1;
II hIllin, ((1Iln'.I and cn"'pll'llfl, I rlt'c1mo Illnl ollll'ullllloln ~ClI hnl'lllnrN1!'lt 01 hUll ma,kfll valulI. Ollclarallon 0) preparlr olher than lh. p'rlonal reprllllnlallvl
h
lll"od 011 nlllnlOl.l1ll1lloll of w!.lcl1 plopalel hOI any knowledge.
\lillll;l r 01 II \111 ~f5l111 R,n flil"JiZ:.... ;ilililim ..... -.- - ---.... .---.--.....-------.. 5Arr-:----.-.-
''''? l"Z;ymyt.L'''!'f..'''~j~;,~r;wi~AdEQ'-':'__-~ iW":L:~:~_
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n 2:
uR
I 717 1 766-0209
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n.. ._.,_._
z
(.l
j
~
g
( 61..___...__._.__
f 71 -.----....
I 81
59.2D5.00 .
53.405.00
(111 ___~O. 00
(121 ".'1,40".00__
(131 .00
(1A1 53,405.00
3.204.00
._k .06 a
f161_____.._
~ .I~ a
z
o
~
!;;
~
o
II
~
...
(171 ___.___.________._ ..._
(18) __.___.___....__._
(191
(201 ~t.fQ~ . 00._..._____
(20A) __._lQ1~QQ_..____
120Rl ___.~L2.0,g.LQ.Ln_..__
lIVIlIlIW'IIl'1 ,a L SC:tlEDULE tI
1 . ~'\wl,f!' rIINlRAL EXPENSES,
roMMON\VEAI1lIor 1'..tINIYIVAIlIA ^DMlI IISl'RATlVE COSTS ^ND
Itltm:~~~\'D'tli~lmR>l MISCF.LLI\NEOUS EXPENns
mm o;==~-=="=",===,,..,=_..==,. = .
__Mo!1~LD.!.._.fu1I\r.k_L__.._.._...._._. _._. _... -.-- ......-.--.---..
IUM
NUMBER DESCRIPTIoN
_____.__ ._........._._ _, . .' ._.~. .._, .._... .....~_ _... ... ~.... ....._ ___.__..___n' ~_..
A. Funeral bplnllll
I. Ne1l1 Funeral Home, Inc., Camp Hill, PA
B.
A.
C.
I.
2.
3.
A.
5.
6.
7.
8.
1.
Admlnl.llotlvl Ca.ttt
ro"~nnl Ropll!anlatlvn C"mmlulnns
Se,c1nl Socurlty Numb.! 01 rOllonnl Roplllonlatlvol ..-...
Yaal (ommllllonl ""Id .__. ... ._. ._. __........
2.
AllorMY rOil Charles E. Shields III
3. Family Exomptlon
Claimant .___._.... ....._....".... . _.' Rllallonlhlp _.
Acld,oll 0' Claimant 01 dlcodnnl'. rieall.
Sl,eel Addllll _..
City ..___.____...._.... __. ._. _.Slale _._l'p Cadi
Probatn fees
MI.c.llonlou. bpon.ett
Park Financial Services - Inheritance Tax Return
Ffl I ng Inherl tance Tax Return
______ .__..._...__._..___.._.... ._.~._... . _..~._. .,__. ._. ... _..~___._...._M._._~__.
TOTM (AI.o enlol on line 9, Recapltulallonl
~..----_.._.. -.. .. .~. - -. - --. . ---- -..- .-----..-.
III more 'IIl.CO "1Ieeded, Inroer' oddlllonol.htt" or lam. .In.1
1'1.0.. Prlnl 01 Typ.
AMOUNT
\
.-- I,
$ 5.635.00 :!
Wa i ved
150.00
15.00
..__0"'----'
S 5.800.00
\
REV-l!147 EX AFP (10'93',*
C_NWEALTH OF PENNSYLVANIA ACN 101
DEPARTNEHT OF REVENUE NOTICE OF INHeRITANCE TAX
BUlIEAU OF IHDIVIDUAl UXES APPRAISEHENT, ALLDWANCE DR DISALLOWANCE
::::is~~:~~\A 17118'0601 OF DEDUCTIONS, AND ASSESSHENT Of TAX DATE 06-13-94
ESTATE OF SPA~ MON D FILE NO. 21 94-0179
DATE OF DEATH 11-03-90 COUNTY CUMBERLAND
HOTEl TO INSURE PRDPER CREDIT TD YOUR ACCOUNT, SIIBHIT THE uppeR PORTION DF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER Of WILLS, AGENT"
REMIT PAYMENT TOl
CHARLES E. SHIELDS III
2 W. MAIN STREET
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
t ~.ount .RO.lttod
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS .....
R Iv: iS4-j - i 'XuAFii - (i ij: qj T "No"fi c r -oF" "INH iii i;: Aifc E" "fA ii" "A"p piiA" i sij.fENT ~ " "A L row A 'ffO' E" ijli""""" - --" U""." -"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPARKS MONTI D FILE NO. 21 94-01'19 ACN 101 DATE 06"13-94
TAK RETURN WAS, (X) ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rool E.toto (Sohodulo A) 11)
2. Stooke .nd Bonds (Sahodulo B) 12)
3. Clouly Hold Stook/Portnorshlp Inter.st ISch.dull C) 13)
4. Hartgog,s/Nato. Roaolvoblo (Sohodulo D) (4)
5. Cooh/80nk Dopa.1 to/Hlsc. Porsanol Proporty (Sahodulo E) (5)
6. Jointly O.nod Proporty I Schodulo F) 16)
7. Tron.f.r. (Sohodulo G) 17)
B. Totol Allotl
()(
.00
.00
.00
.00
59,205,00
.00
.00
IB)
59,205.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
~. Funorol E.ponlos/Ad.lnlstrotlv. COltS/
Hhaollonoaus E.pons.. (Sohodulo H) 19)
10, Dobto/Hortgog. Uobllltl../U.ns (Sohodull II 1101
11. Totol Doduatlan.
12. Not Voluo of To' Roturn
13. Chlrltoblo/Oavorn.ontol Boquo.t. (Schodulo J)
14. N.t Voluo of E.toto Subjoot to To.
5,800.00
.00
Ill)
(12)
(13)
(14)
5,800.00
53,405.00
.00
53,405.00
If an all.lsment was issued preViouslY. lines 14. 15 and/or 16 and 17 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX'
15. A.aunt of Llno 14 to.oblo ot 6% roto
16. A.ount of Lino 14 to.oblo ot 15% roto
n. Prlnolpol To. Duo
TAX CREDITS I
PAYHENT
DATe
NOTEI
(15)
(16)
53.405.00 K.06 ,
.00 K.15 =
1171
3.204.30
.00
3,204.00
RECEIPT
HUHBER
OISCOUNT I')
INTEREST (-)
AHOUNT PAIO
02-25-94
855969
]
693.29-
3,905.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
3.211.71
7.71CR
.00
---
7.71 CR
. If PAlO AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TDTAL DUE IS LESS THAN .1, NO PAYHENT IS ReqUIRED.
IF TOTAL DUE IS REFLECTED AS A "C~EDIT" (CR), YOU HAY Be DUE
A REFUNO. SEE REVERSE SIDE Of THIS FORH FOP. INSTRUCTIGNS.)
REIERVATlDH.'
E.t.t.. of,d,cldtnt. dying on or blfor. Dla..b" 12, 1982 .. If any future lnt.r..\ In thl ..tat. II tr'n,flrr,d
In POlltlllon or enJoy..nt to Cia.. ft (col1a"r,1) bln,fletarlt. of the dlc,d,nt aft,r th, IMplretlnn of Bnv I.tat. for
l1f. or for y..r., thl Co.'onw'llth hereby 'Mpr...IY r"'rY" the right to nppral.. and ~..... tran,f.r Inn.rltanol TaM'.
It 'thl 1.~ful tIll' a (ool1at.reU rat. on any .uch future Int.r..t.
PURPOSE OF
NOTICE I To fulfill the r.qulrl'tntt of Sletlon 2140 of the Inhultancl and E.tat, Tl!IM Aot, Act 22 of 1991. 12 P,S,
Stctlon 2140.
PAY"ENTI O.tach the top portion of thll Hotl~, and lub,lt with your pay"nt to the R.al.", of wtlll prlntld on thl r.y,r.. ,Id..
....ak. chIck or lonty ordtr ply'blt tOI REGISTER OF MILLS, AOENT
All pa~..ntl r,c'lv.d .hall flr.t bl apPllld to an~ Inter..t which fta~ b. due with an~ r..alnd.r appll.d to thl taM.
REF~D (CRll A r.fund of a taM cr.dlt, which was not r.qu..tld on thl TaM R.turn, ..v bl rlqu..tld b~ co.plltlng an "Application
for It.fund of PI"n.~IY.nla Inherltancl and E.tate lax" (REV-UUL Application. are ayallable at thl Offlc.
of the Rwgl.tlr of Will., any of the 23 R.v.nuI Ol.trlct Offlo.., or b~ calling the ,plclal 24-hour
an.w.rlng ..rvlc, nUMblrt for for.. ord.rlngl In Plnn.ylvftnla 1-800-362-2050, outtld. P.nn.vlvanla and
within local Harrisburg ~r.. (111) ?87-8094, YOOI (117l 772-2252 (H.arlng I.palrld Only).
OaJECnOHSI Any plrty In Int.rllt not satl.fl.d with thl .pprnl"lInt, nllowano. or dlsallow.nc. of dlduotlon., or ........nt
of t.M (Inoludlng dlsoount or Intlr..t) n. .hown on thll Hotlol tUlt objlct within IIMty (60) da~1 of rlollpt of
thlt Hotlc. bVI
uwrlth" protllt to the PA OIP.rt..nt of RaYlnu., Bo.rd of Appuh, DEPT. 281021, Hnrrllburg, PA 17128-1021, OR
--.llotlon to h.v. the ..tt.r dlt.reln.d .t audit of the .ccount of the Plr.onal repr"lnt.tlv., OR
--app.al to the Orphan,' Court.
AOflIN
ISTRATlVE
CQRRECTlONS.
F.otu.l .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA O.part.lnt of Rlvlnu.,
Burlau of Individual TII(II, ATTNI Po.t "'''''I.nt A,yIIW Unit, DEPT. 28ObOl, Harrl.burg, PA 17128-0601
Phonl (717) 781-6505. St. pagl 3 of thl booklet "In.truotlon. for Inhtrltancl TaM Rtturn for ft R..ld.nt
O.c.d.nt" (RtV-1501) for an ~xplanfttlon of ad.lnl.tr.tlvllv correct.ble errors.
OISCOUNT,
If any tlM due I. paid within thr.. (31 o.llndar I,nth. aft.r the d.o.d.nt', d..th. a fly. plrc.nt (SX) dl.count of
the taM paid I. allowtd.
INTEAEST.
Int.r..t I. charg.d b.glnnlng with flrtt day of d.llnqulnc~, or nlnl (~I tonths and on. (1) day frot thl nat. of
d.nth, to thl dati of pa~tlnt. TaWil which b.eata dallnqu.nt before January I, 1981 bur Intarut at thl rat. of
sl~ (6X) ptrcant p.r annUM caleulat.d .t a dally rat. of .000164. All taxa. ~hlch bleale dallnqu.nt on and aftlr
Januar~ 1, 1982 will blar IntAr.st at ft ratl which will vnr~ 'rot calandar y."r to cul.ndftr y.lr with that rite
announced by thl pA Dlpart.ent of R.yenue. The appllcabl. Int.ro,t rat.. for 1982 through 1994 arel
'!!!! !nterut Rate 2!l!:! Intlrut Faotor !!!! Int.rut Rat. DftllV Interut Fnctor
1912 lOX .000541 191' 10% ,000274
1911 16% .000411 1911 9X ,000241
1914 \l% .Ooml 1911-1991 11% .000101
1915 11% .00nS6 1992 9% .00Q247
199H994 1% .000192
--Int.rut ,. c.loulat.d a. followll
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-An~ Hotlc. I.su.d aft.rthl t.M beeot.. d.llnqulnt will rlfl~ct nn Int.r..t caloulatlon to flft.tn (IS) day,
blyond the dati of the ........nt. If pay..nt I. ta~. nft.r the Int.rt,t ao,putatlon date .hown on the
HOtlCI, additional Intlrllt .Ult ba calcul.t.d.
PAyltEH1,
REfUND (CR).
REPLY
TO.
OlsellUHll
IH1EAEIl.
a.t.ch the top portion of thll Notlcl and tube It with ~our pav..nt ..d, payablt to the na.. and .delr... prlntld
on thl rtv.r.. Itd',
All pay"ntl r.c.lvld .hall flrtt bt appll.d to any Int.r..t Nhlch I'Y b. dUI with any r'I.lnder appll.d to the t.~.
A r.fund of . tlM or.dlt, which wa. not r.qultted on the TIK R.turn, lay b, r.qullt.d by coapl,tlnt In
"Application for R.fund of Penn,vlvlnl, tnhultancl and Estat. TalC" (REY-U13L .ppllo.tlcn, Ir. avallahll It
thl Offlc. of thl Rlgllt.r 0' Will., any of the 24 Rev.nu. Ol.trlot O"ICI., or by cll11n8 the 'Plelat 24-hour
.nlwerlng ..ryl~. nulb.r. for for.. orderlngl NEW IN PENNSVLVANIA l-aOO-36Z-Z0S0, out,td. Plnn,vlVInJ.
and Hlthl" the 10cll Htrrllburg .r.. (717J 187-8094.
QUI.tlon. r.gardlng .rrorl cont.ln.d on thll notic. Ihould b. addr.I..d tOI PA D.part..nt of R'v.nu" Sur.lu
of IndlYldual TalCII, AllNI POlt A.......nt R.vl.w Unit, DEPT. 280601, H.rr!lburg, PA 11128.0601, phon.
(717) m.6S0S.
If any tlM due I. paid within thr.. (ll clllndlr .onths aftlr thl dlcldlnt'. d.ath, . fl~. p.rclnt (IX) dlcoount
of the teM p.ld 11 .110w.d.
Inter..t h cherll.d blglnnlng with first day of d.lInqu.noy, Dr nlnl (9) lonth. and on. (1) d.y fro. the d"1 of
dl.th, to the d.t. of pay..nt. TalC.. which blca.. d.llnqulnt b.for. Jlnulry I, 19&Z b..r lnt.r'lt at thl rlt. of
.he UX) perc.nt per annul calculahd It a d.lly rat. of .000164. All tlICII which ble... d.lInquent on and Iftlr
JanulrY I, 198Z wHI blar Intlrllt at I r.t. which will very fro. c.llndlr Vtar to c.llndar Vllr with that rttl
announo.d by the PA D.patta.nt of R.v.nu.. Thl appllcabl. Int.rl.t rat.. for 198Z through 1994 .r..
't!.!r Inttrllt Rlt. O.llv Int4rllt Fllltor ~ Intlr'lit Rite Dallv Int.rllt Faetor
191Z 20l .OUOS48 1916 lOX .000274
1911 lU .000418 1917 9X .000247
1914 m .000101 1910-1991 III .000101
I9IS III .0001S6 1992 9X .000247
1991'1994 7X .000192
.-lnt.r,lt I, a,lcul,tld a. followl.
INTEREST a B^LAHCE DF TAX UNP^ID X NUHBER Dr DAYS DELINQUENT )( DAILY INTEREIT FACTOR
.-Any Hotlol Illu.d Ift,r the taM bleO..1 dllln~u.nt will rlfllet .n Int.r..t o.laul.tlon to flft..n (11) dly,
b.vond the d.t. of thl ........nt. If paYI.nt I. .,d, .ftlr thl Int.r..t ao.,ut.tlon d.tl .hown on the
Hotlo., .ddltlonal Interllt IU.t b. ollcul.'.d,