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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
:l(.1500 [I( + 111.f11l
UHI/MHlWI AlIII m Nt-4tl\VlVAt!I^
O{I'ARTMHtT Of REVI Nur
Ilfi'l 'lIlOhOl
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'0. DATil 0' DIATH A"I. 12/31/91 CHICK HI"
M:~U~:~DIT IS (LAIMID 0
PILINu"Aiii.----..----- -
;{ / '1 i C.;;). (., fJ:>
COUNTY CODE YEAR NUMBER
ISS
210 Big Spring Road
Nowvil1e, PA 172111
Gidley, Kathryn B,
s-r,W,I-"'"''I''i'-NiJ;;mr--------rATlOf1ifAlH IDATE 0' IIR1H
_163~.Ol-1170L_.._,.___.,....u.LfjJ.!l!L. 9/13 8
1:1 1. Orlnlnal Rolurn 0 2. Supplemenlal R,'urn
f(X ~. limltnd E'lalo 0 Aa. Fulure Inlerlll Comprnmllt
Ifor dalll of d,alh after 12.12.821
I 1 ~. n",od..nl Died To,lalo 0 7. Oecodenl Malnlained a Living Tru'l
IM'"ch 'ofl.y__ol__~j1I). _...____ IAttach copy of Tru'l)
','" '. ."C'fIllCf'rF. AND CONFIDENTIAL TAX INFORMATION SHOULD .. DIR.CnD TOI
.. .. ~I-"" ",,,.. ~.,,"
. 11 West Bip, Sprillr, Avenue
Richard L. Webbcr,_.Jr~Ll,~~~~i.!~c._ 1'.0. Box 1,0
If I r /'tl. II II I tq~il\r"{l'
Newville, PA 172111-00/10
( 717 ). .776-6},6.6
County
CUl11ltiltlllnd
[1 3. Romalnder Relurn
(for dalll of dealh prior 10 12.13.821
D,s, Federal Ellalo To.
Relurn Required
J.. 8, Tolal Numbor of Sa'e Oopo.1t 00'0'
~I ^'\~
z
o
3
!
""
1. Rool 1'1'0'0 (Schodulo A) ( 1)
2, Sloch and Bond, ISchodulo 01 ( 2)
:1, (10""')' 1I0ld SIo,k/Part.."hlp Inlore.1 (Schedulo CI I 3) ___
,I. M""'1"n.1 nnd Nolo. Rocol,oblo (Schodulo 01 ( A)
.\, C""I" IInnk Oopoli" & Milcnllonoou. Po"onal P'oporlyl 5)
I~d",,'ulo E)
6, Jolo"Y Ownod PropDrty (Sch.dule FI I 6) _-ll....8.J1l.Jl9
/, T,,,,,',I"II (Schodul. G) (Schodulo II I 7)
0, Tolnl Groll AlIA" Ilolnllioo. 1-71
O. Fllnnrnl E.pon,ol, Admlnl.lrnlive Calls, Mlscolla.oau. ( 9)
E 'po",o, ISchodulo H)
10. Doh", Morlgago L1oblllllo" Uon. ISchodulo II (10)
,1. Tolnl Dnducllanl (Iolnlllno,9 & 10)
12. Nn' Valuo 01 EI'atol"" 8 mlnu.llne 111
13. Chori'ohl. and Govornmon'nl Ooquo," (Schodule J)
_. .1.~. N,., \~nIH~ ~.'~~i.(!_~~~.?,.~~_~J~no 1'2 minus line 131
15. Amnlln! of linll 14 tCllwbln 01 6% rale
llnrh,dn vnhJl"'\ from ~chncJulo K or Schoduln M.I
lll. AmfHlnl of linn 1" ICllwhln 01 1 SOlo rale
(Indurln yuluos from Schndulo K or Schedule M.l
17, Pri'" 'I'n' 10' rlllO iAddladrom lino 15 and from Ii.o '6.)
,,1 (' ",eI;" Spoulnl Pnvorty Cr.dll Prior Paymonll
-- -.-.. + ~--- +
(181 __..J!tl.JlL__ .
(191 .. . ..._.
on
,- ","
': (
:;J
':110
"
,
I
, ~:J
"'j
0,
i,'J (1
( 8)
18 , 8.QL.22...____.
(111
(121 _...lih!l07. 99
(13) .
(!A) -.l1l.8.Q7..9.~::.==c..
(151
)( ,06 a
z
o
1=
g
~
o
\!
(16) ___ 18,807.99
)( .15 a __....0Jl_2J....2.0n.... n_
(17) _._...._2,.m..29...
OIICounl
141.06
Inlo'"1
In I' 'in" ',l I. gr..'" Ihon II.. 17, .nlor Ihe dlH..once an line 19, Thl.I,'he OVERPAYMENT,
f"tt'" "-;"1' "\I"""~'i'f', 'lot ':1.'
II;!.I} '(. "'''. ~.h.....:,~
foque'tins 0 Icfund of you', OVclfI(lymonl
:?0 II 1;IIt, i / 15 gffHlIN limn lino 18/ onler the dIH,renc. on line 20, Thl. II ,he TAX DUE. (20) ~__~_~_~_~Q.~!~ln_.__..__ _
^, r'l'O' lion Inln,..' on ,h. balanco due on lino 20A, 120AI ______..._. "_.._m_.._"
O. :'",,,, thn Inlnl ollino 20 nnd 20A an IIno 20R. Thl.I. IhoSALANCE DUE, (200) ___....___2_,680.)-".,.._.
. \.,I'.Chn'~ Pnyohlo .t.,R.egl'~tr.._''sY!~_'~!!.''!___.___._.____. .... ..._..
". ..: III: \'.lfirIO ^N'lViERAL'LQU'EiTIONS'ON REV.RSlIIDIANO..YO-ilECHICi(;.\ATH.....--
Indor rwnfll1i;,\ "I),:, I ,',.,l'Ht. 11:(';1 11"1"(' (\.(;mi~o-;fih'i\-r~IU-rn, In,ludlng accompanying .che'dul.. and Ilalo;;n", and 10 Ihe b;;icl;yk".o-..;,i;dn~-~n~nl~.ii~(:
is Iru", wrr:,d 011(1 f' "'I'~"'l' I dndwr IIHII nil runt ntlCllo hO\ bUM 'oport~d 01 true mar~el value, O.claratlon of preparer other Ihan the per,onol rl'lproll'lnlallvo I'
'oltld (111 111lmlN,,,,.II... ,.!llth jlropO'(lr till' ',ll1)' knowlodgo.
~~rr.' ~:;~~"~"~~';':SI: -I~:~::~i ~~w.~i1lC' I'A 1~~,;h__..n.. .h.___....h i>Mi
.~ ;';'0tt:~'^'" ... -'"".m-....-....----- . - .. . - . ... .
IIV!tOll d. IIU'I
. W
COMMONWIA\1H Of '(NNS't'IVANI^
INHUltANCE TAli: UTURN
USID!NI OICED!N!
...L
SCHEDULE F
JOINTLY-OWNED PROPERTY
L_
I FlU NUMIER
ISTATE OF
Kathryn B. Gidley
Joint tenantl')1
NAME
A. Edwin C. Bowman
ADDRESS
RELATIONSHIP TO DECEDENT
58 Carlisle Road
Newvi lIe, PA 17241
Nephew
I.
C.
Jolntlv.owned propertVI
-_.~
ITEM LmlR DATE
FOR TOTAL. VALUE DICD'S DOLLAR VALUI OF
NUMII~ JOINT MADE DESCRIPTION Of PROPIRTY OF ASSn % INT. DECEDENT'S INTlRIST
TENANT JOINT
1. A 3/15/9' Checking Account No. 6,523.87 50% 3,261.93
50801291,98
Accrued interest to da te
of death 2.90 50% 1.45
2. A 1/15/93 Certificate of Doposit 31, 000 . 00 50% 15,500.00
111753200173801
Accrued interest to date
of death 89.22 . 50% 44.61
.
.
TOTAL IAllo enler on line 6, Recapitulation) $ 18,807.99
"
(/I mart .pact II nttd,d Inltrt addilionol.h.." 0' '001' .in)
REV"1547 EX AFP 110-93*
C~HWEAlTH OF PENNSYLVANIA
DEPAR1~NT OF REVENUE
IUIlUU OF IHDIVIDUAl TAXES
DEPT. 2.0601
HARRISIURQ. PI 1712'-0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS. AND ASSESSHENT OF TAM
ACN 101
DATI 01-05-94
!8l FILE NO.
DAT! OF DEATH 01-26-94 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIDH OF THIS FORN WITH YOU. TAM
PAYHENT TO THE REGISTER OF WILLS. NAKE CHF.tK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAVMENT TOl
RICHARD L WEBBER JR ESQ
11 W BIG SPRING AVE
PO BOX 40
NEWVILLE PA 17241
REGISTER OF WILLS
CUMBfRLAND CO COURT HOUSE
CARLISLE, PA 11013
l
A.aunt RI.Utld
J
CUT ALONO THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
RiV: i5W" EX -"FP" i i ij: m" "HoYi cni ji"i"NHEFii;: Aile i" 'fAX" A.P-jiRA i sEHEHr;." t 1"ciwAilci. ijli"OO .."..."".... -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GIDLEV KATHRVN B FILE NO.21 94-0208 ACN 101 DATE 01-05-94
TAM RETURN HAS, I X I ACCEPTED AS FILED
I ! CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I. Rul Estoto ISahedulo AI III
2, Stooke and Bonde ISahldule B! 121
5. Cla.eh Held Staak/Plrtnerohlp Interut eSohldul1 CI 151
4. Hartgegee/Nate, Reall.lble (Sahldull DI (4!
S. Cuh/Bank Dapoelh/Nha, pereanel Property ISahedult E! (S!
6. Jointly a.nad Praparty ISohedula F! 16)
7, Tranefere (Sohedula G! (71
8, Tattl A..ato
.00
.00
.00
,DO
,00
18.807.99
,DO
181
18.801,99
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funerel E.paneee/Adolnl,tratlvl Caetel
Hhoell0n0aue E.ponue ISohedula H! 19!, DO
10. Debh/Hartgege L1abIlIU../Llane ISahedule II (101 . DO
11. Tatol DeduoUane (111
12, Nat Velua of Ta. Return 1l2!
n. CherUablo/Gavarn.enttl Baquuh CSohedula J! liS!
14, Nat Volua of Eehte Subjeot to Ta. 1141
NOTEI If In ......m.nt wa. i..u.d pr.viou.1Y, lin.. 14/ 15 and/or 16 .nd 17 will
r.fl.ot figur.. that inolud. the total of ~ r.turn. .......d to dlt..
ASSESSMENT OF TAXI
IS, A.aunt of Llna 14 ta.eble at 6% rete
16, AllOunt of Line 14 h.eble at 1&% rete
17. Prlnolpal Te. Dua
TAX CREDITS.
PAYHENT
DATE
. DO
18,807.99
,DO
18.807.99
IU!
1161
. DO M,06 .
18,807.99 K.I& .
(l7!
.00
2,821.20
2,821.20
RECEIPT
NUHBER
DISCOUNT (. I
INTEREST (. I
AHOUNT PAID
03-09-94
856014
141.06
2.680,14
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2,821.20
.00
.00
,DO
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.!
"
" ,
REIIRYATIONI Eltat" 0' dtctdlnt, d~Jnt on or'blfor, Dtceebtr 12, 19.2 ~. if anv future Int.r..t In thl I' 'It. II trlnsflrred
In poIHulon or enJoy""t 'to ell.. . (ool1,t,,.,1) b'Mflohrl.. of the dttoldtnt 1ft" thlllCplrltJon of MV ..t.t. for
11f. or for YI.r., t~ C~..lth her.by IMPr...lv rt..rv.. the right to appral,. Iftd 1111'1 trlnlf.r Inhtrllenol 'IMI.
It thl llWful Cl... . (ool1l',r,U rst. an anv such future Jnt.rllt. .
_Of
MOTltll To fulfill thl r,qulrlMntt of Slotton 2140 of thl InhtrUllnCl IInd Elt,t, TIIC Aot, loot ZZ of 1991. 72 P.S.
Stoll.. 1140,
PAYMlHT, Detach thl top portion of thl. Notlel .od ,ubllt with your PIYltnt to thl AIgi,t,,. of Will. printed on thl rlv.r.. .Ide.
uHal<. _k or ..... order p..OOI. \0' REGISTER OF MILLS, AGENT
All PIYlentt rlo.IVld thlll flr.t b. Ipplltd to tny Int.r..t whloh .IY b, due with tny ,...llndtr IPP11,d to thl '1M.
RE1UHD (tA)1 A r.fund of . tax arldlt, Which WII not rtqueltld on t~ Tlx Rlturn, IIY be r.qu.lttd by ~OIPI.tl", on "Applloatlon
far Rlfund of PlMlylvlnla InherltlOCt and Est.t. Tax" (AEY-UISl. Applloatlonl art 1"llIabll at U,. Offlal
of thl Rtnhtar of Willi, any of thl Z3 Alvanul Dlltrlct Dfflcn, or by cIUlnt thl 'PRIII Z~-hour
..,....rlng ..rvlcl ~rl for fori' orderlngl tn Plm'Ylvanl, lw&OOw]6Z-Z0SO, outlldl Ptml:tllr'lW'l11 end
within 10011 Harrl.burg aria (711) 781w8094, TDDI (117) 17Z'l252 (Hllrlng I'P.lr.d Only).
OIJECTlONSt Any party In Internt not ..thUld with thl apPra1....nt, l110wtnCI or dhlllowlnCl of d.ducUon., or a.....ant
of t.x OnolucUng dlsa~t or IntlrnU II .hown on thh HoUcI IUlt objtot within .hcty UO) din t)f rlcllpt 'of
this Notlo. bYI
AIIIIIN
IITRATlIIE
C_CTIONS I
UNrltt," protut to thl PA Dep,rt.."t of AIVlnut, laird of Appalll, DEPT. 281021, H.rrls~rg, PA 17121-1021, OR
ulltoUon to havI thl utter dtt.r.lned at audit of thl I<lcount of tM par.ona. rlflr..."tatlv., Ollt
u."tll to thl Orphan.' COllrt.
Faotuel Irrora dl,covlrad on thl. ........nt .hould ba Iddr....d In writing tal PA Dtpftrtllnt of AIVInUI,
lurllU of Individual TIX", ATTNI POlt A.......nt At"l,w unit. DEPT. Z80601, H'rrl.~rg, PA 171Z'w0601
Phone (717) 711-6105. SII plga S of thl booklet "In.truotlon. for InhtrltlnO. Tlx A.turn for I Rllldent
Decadlnt'" (REy-aOl) for an 'Mplan.Uon of IdIIJnlltrlUvlh corrlctlbll error.,
DUCOOHT I
If any tl)( dut Is Plld within thrH (]) callndar lonth. .ft.r thl d.cldlnt', dllth, I flvI parc.llt (U) discount of
thl tl)( plld II al1owtd.
lnttrllt Is chlrgtd betlnnlng with flr.t dlY of dellnquenov. ar nine (9) IIOnth. and ant (I) dlY 'ra thl d.tt af
death, ta thl d.tt of p.y..nt. T'~I' whloh b~... delinquent baforl January I, 198Z btlr Int.r,.t It thl r.te of
.I~ ('~) parclnt par tnnuI calculatld at a dailY rata of .00016~. ~11 t'XI' which bIG... delinquent on and .fter
JlnUlry 1, 1912 will bear Intlrl.t .t a rlta w~le~ will v.rv fro. aatlnd.r VI.r to aalandar y..r with that rltt
ennounatd by tht p~ nlp.rt,,"t of Rlvlnu.. Thl appllclbll lntlrl.t rat.. for \9a2 through 1994 .rtt
IMTERfIT.
'!!.!!: Intlrnt Rlt, Olth Inhre.t Factor !!!r Int.rut Rite O.llv Intlrl.t Factor
1912 20X .000541 1916 lOX .000274
1911 Iii .000451 1917 9X .000247
1"0 m .00asOI 1901-1991 llX .000101
1911 m ,000511, 1992 9X ,000247
1995-1994 IX .000192
w-Inttrt.t t. ~.Iculattd .. follow'l
INTEREIT . IALANCE OF TAX UNPAID X NUHIER OF DAYS DELINQUENT X DAILY INTERDT 'ACTOI
uAny HaUCt IIIUId .ftar thl tax becOM' dtllnClUtnt wUI rafltot Irt Inttrllt calculation to flftHn 01' dlY'
blYond thl dlt. of t~t ......lInt. If ply.."t J. .~ a'tlr thl Intert.t coaputltlon dltt'hown on the
NotlCI, IdcUtlonal Inter..t IUlt ba ctleulatH,