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HomeMy WebLinkAbout94-00301 C.. REV.15'!OEXf 111.9'1 1)/- ..).0/.. 'I 'OAOAn,O'OIAYHAmA12/31191CHICKHI ~, :1 ~ INHERITANCE TAX RETURN ~o~:=~yU~:~olT ISCLAIMIO [J "'~;.;~~ RESIDENT DECEDENT ,iii NuMBIII---.------ .--- .-... COMMO"WEAllllOI rf""SYlVAtllA (TO BE FILED IN DUPLICATE .., / CJ II ""'.3 t:J / DEPARIM[NI 01 RIVtNUt P( -/ '1' v IlARRlSfJ:bJ~r!1280601 WITH REGISTER OF WILLS) COUNTY CODE iiiCtDf-NI'!1ID\mmln': A'ND ''100l! iNmAlr-- - DiCEDE"T'! (OMPIElE ADDRm- m r,INDl;:].I1J'1.'Jl, Anna O. (JIO YOl'le Oil'olo ~ loclAl I!CUliIYTIUMm -- --.... --'T,\f!'OI p!},m----lliA!COfiiITii..... Hoohun.lolJ burg, I'A 1 '70~~; ___ .____ _~~(,}':'?[l :-0;;3..0...____ ..nu.i':!.z/?iL____.__ _(1.(;.~71..g_0___c_.""'L___ ._G.wuu (JllLlllU___._____._ k] 1. Original Relurn 1'.1 2. Supplemenlol Relurn [J 3. Remainder Relu,n ('or dol.. a' dealh prior 10 12.13.1 I] 5. Fed.,al Ellole TaK Relu,n Roquired ..Q 9. Talal Numb., a' Safe Oepo.1I90 I 'J ~o. FuluII Inl.,ell Com~'oml.o lIar dolOl 01 doall, 011., 12.12.02) Oocodonl Died To'tale LI 7. Oocodenl Maintained a living T,u.1 ____..__ (Moch c~ 01 Willi IAltach coer. 01 T,u,'1 ALL CORRESPONDINCI AND CONflDINTIAL TAX INfORMATION SHOULD BI DIRICTlD TOI · i m'rm~~_;;o~:;'~- "m';"':'~~t" =r"';'i:::::;~.r' Bldg, 3 ~ I!lIPn6N!1Wiml------ ------------ ___u_ - --- J.leOhEllllosburg, PA 17055 ~~__ ,_l.3~IL '7{,--0.:-:2~IL_.======______ _ _ _ r "'_ ;;.;.2 I. Real E.lolo IScho~ule AI ( 11___........ _.___Qi.9_9__ 2. Slacks and Bond. ISchedule B) ( 21 __......___..______.Q..._QQ._ 3. Clallly Hold SlocklPnrlno"hlp Inlo,o,1 (Schodule q (31 __.__.._____..__\1.1_\1.0_ ~. Morlgago. and Nolo. Recolvoble ISchodulo D) ( ~I ..______.___.._..9.l OQ.... 5. Ca.h, Bonk Oopa.lt. & Mllcollonoou. Po"anol Praporly( 51 O,..QQ._ (Schedule EI 6. Jalnlly Ownod Praporly ISchodule FI { 61______3 3. 001.JJ,.L 7. T,an.'o" ISchedulo GllSchodulolj ( 71___.____0....u0_. 9. Tolal G'OIl AllolI 110101 line. 1.71 ( 9) _.__~~01_!...4.c: 9. Fun.,al EKpon.o., Admlnl,',ollvo Call., Mllcollaneaul ( 91 -5..7 5.00__ E.pon,o. ISchodule H) 10. Oebll, Mo,lgage lIoblllllol, lion. ISchodulo II (101 _ 11. T 0101 Ooductlon. Ilololllno. 9 & 10) 12. Net Valuo of Ellale (line 9 mlnu. IIno 111 13. Cha,lIoblo and Governmonlol Boquo," (Schodulo JI l~. Nol Valuo ~_~c110 TOK IlIne 12 mlnu.llno 13) 15. Amounl olllno 14 10Kable 01 6% '010 Ilncludo valuOl from Schodulo K or Schodul. M.) 16. Amaunl of IIno 14 laKoble 01 15% role (Includo voluo. from Schedulo K a' Schodulo M.I 17. PrlnclpollaK duolAdd laK ',om IIno 15 and I,om line 16.) 19. Credll. Spou.ol Povorly'Cr.dll P,io, Poyinonl' OllCau,l Inleio,l __ _.._.__...0.00 +____..0..0.0 +---9S..7-D - _0...00_ 19. If IIn. 181. groalo, Ihan lin. 17, enlor Iho dilloronco on IIn. 19. Thll II Ihe OVERPAYMENT, Ii!D 20. If line 171. grool., Ihon line 19, enlo, Iho dillerenco an IIno 20. Thl'lllhe TAX DUE, A. Enlo, Iho Inlo'OII on Ihe balonco due on lino 20A. B. Enler Ihe 10101 01 line 20 and 20A on IIno 20B. Thll I, th. BALANCE DUE. .____._ Ma~e _~he~~ Payable la, Regll~" of ~1I1., A~enl - .. BI SURI TO ANSWIR ALL QUESTIONS ON IIIVIAU SIDE AND TO RECHECK MATH"" tInder penalll.u o;p;;;f;;y:-TJ;Ci~7;lh;;li~-;e-;;'Clmln.dihh;ei~;;;~includJn" nccompnnylng sehe'dule. Clod ,'oleme"", and 10 Ihe bIll of my know/edge and bllli Illllrue, corred nne! complete. I declare Ihnl all real ellole ho, basn r"porled 01 Irue markOI YCllulI. DecloroHon of prepore' olher than the peflonal rflprelenlallvr baled on alllnformallon 0' which preparer hOI nny knowledge. IlllllAT(Uil,)lljPE:IOfl mp5~!iii!/OIIiiI~5'EfUltC--io~~lm hi;; 'jl~i'~I;- ~inl;;;.lt s t;-n. . lim . ..'.,(.(" l; 1../., HocllullionuUl" rA. ..l'/()(:r::' .! ., / ,.. ~" f'N![K')i'\UVil~fr;m!mm.livl-'---AiJlilm ' .g,- .- ,."0-';1------ liJ,1rL-.LL:..'L "'J;[~' f.lUl'llo1; SqUUl'O Bldge .'/. . .tf._~~~__Hm_110()1~IlU~()(llJm~.L;..J)~._Jl_Q55__._ .....? /;;dU,-- I!! ~f~ O~;l ~ VEAR t~UMI LJ ~. [UI 6. lImlled E1lalo z o i ~ I ,', OeOO (11). 575.00 '.1'.1 226 1'2 (12)__--'.u__~'+- (13) ...Q&O (1~) . 33,226.LlE 1151___JJ...aZb4Lx .06 a ____.....l,3.94-.1.8 1161________u--2..00 X .15.. OLOO z o ~ ~ o u ~ (171 1,99L~ .1Q (19) 99.7g (191____-.-9..!2_0 Chock herr. If yoLl pro rl'fluestlng (1 rofund (If your ovc'Ilnvnwnl. 120) __~..Q94.~_~ 120A) __________.___9.!.9.9 (20B) _____._1.1 Q9.t~..!JI.9 03-23-1ee~ 13100 215 953 6714 @ Mellon lank March 23, 1994 Betty J. I<uhn 610 York Circle Meohaniesburg, Pa, 17055-2766 Plill.A RETAIL OPS P,01 I. M,Uon.BIIlIc, N,A, , Mellon Bank a'nlar . P,O, 1101 7899 Phllad.lphla, PA. 1Vl01.,8" . RE: Mna O. LindllnllUth, Deceased 0.. r Ms. Kuhn I In acc~jance with Jour r.quI.t. the followIng In'ormatlon Is provIded as of ......ro!!y 5, "1994 , . Account Number and Date I1111-- Op.n.~ 192-582246 N/A Annao.Lindenrrufh Betty J. Kuhn 00140-104459 . 5 5/71 E\:at!llTl8nt $56,086,52 $15.53 Anna O. Lirdel1ml.l savings or Betty J. Ruhn 414-431 4 28/89 Elafe Deposit Boxr Closed 1/26/94 before dati of Qeath Anna O. Lindenmu PrIncIpal e,lance A. of' TYPI of Dati of A~count Ollth Checking $11,499,96 With Interest 140-0702500 SMe Interut Earned Frotll Lu t POltlng to Date of ~ $1.92 Total. Salanee "0 Date of -W.tI1-- $ll,SOO.78 Total Intmlt Elmd ThIS VII' To Dat, of --W1b..... $9.18 $56,102.05 $101.72 Income Closed 2/2/94, befors date of ~th Certificate 140-001751C Inoare Closed 2/2/94, before date of ~eath Elamel Certificate I PI.a.1 contact thll dlpart~lnt tf you have any questlonl, SIncerely, ~""f.-t1 I' .-.,W ~. e..c H'11 on lank, ", , Hrlttln CommunI atlons <199-5380) P,O, Box 7899 PhIladelphIa, P 19106-7899 Poll."" br d ,.. trln.mllll' mlma 7811 ,.'....... I 'M - I' I, ., " , , ,. @ " 'I- ' d' Mellon Bllnk ' CommD/1Wclallh ReaJon Mechankebur. ' ,2 Wetl Main St, . MccIlankebur., PA. 17055 . . M.Uon Bank ." " 'IBRUARY 18, 1994 Anna 0 Lindenmuth , Betty J Kuhn 610,York oir Meohanioeburg PA 17055~2766 RBI OHlOKINOAOCOUHT# 192-182246 SAVIHQS ACCOUNT# 00140-104459 DEAR HS KUHN, "', ,. ' " I' ," AS PER YOUR REQUEST, BELOW ARE THI OATIS YOUR. NAMI WAS ADDID TO THI ABOVB TWO ACCOUNTB I ' ~ OHIOKUO 'AClOOUlITI 04/01/88 ~ SAVINQS ACCOUNT I 05/05/71 (ORIQINAL OPIN ~ATI) " DATI OF DEATH BALANOES WILL BI FORWARDED TO YOU AS SOON AS POSSIBLI. PREPARBD BY, 'iJ. . . . .J1/ldlrJ 1f~U~J WINDY S DURBNLIAU I\BITAIL BANKER MEOHANIOSBURQ OF'IOE 'l ., I " , p, .' ' 'I. , . , ,I '" , " .1' " " ,. ,. , ,. " ". , ", , ' , " (; .,,1,\: I ,. I. 1',..' 1',,' " ", /. '111 " I.V.UOtUtlU.U, ~ COMMONWIAllIlOf "NN&YLVANIA INHUIIANC! lAK mURH RISIDINI DECIDENI SCHEDULE F JOINTLY.OWNED PROPERTY IUATI Of fiLl NUMBIR i\J1NII o. r,nIDJiTiIJ'rIl Jolnll.nonl(')1 A. lll\rl"I'Y ,T. Hl1 Hl! .- ._.._'_m.____ -hADDRlsi----------- ..-- RILATIONSHIP',O"iliciiliiNTh-- 11.17 1I01'b1\ \'/nlnut [J b. Daughter HeohanioCllJlll'Li, 1'1\ 170$5 ______~!'MI B. c. Jolntlv.ownod plopertv, ITlM LlnBR DATI FOR TOTAL VALUE oleo's DOLLM VALUE OF NUMB.I JOINT MADI DISCRIPTION Of FROPERTV OF ASSlT % INT. DICIIlI T'S INTIRIST TlNANT JOINT I. A. 1.~1.51 Hellon 13anle, Cheolelng 1988 lIooount No. 192-502?1.~6. See Letber of 2/18/94 from Nellon Bank verify- inB date this Aooount was 11,$00.78 ,Oil, * ,,750.39 , made Joint. [I; 2e A. 5151 Mellon Bunk, statement 1971 Savings Acoount No. 00140 ~ . 10111~59. lHW 56,102.05 5 C1f~ 28,051.03 ~HH~PLJi:ASE Nor.pm that the proceeds of Cert.lfioatoCl ho of Doposit Nos. 140-07025 and 140-0017510 1-Ihioh are ClhOlm on the 11e11on Bank lettor of Hnroh 23, 1994 as be1ng olosed out on 2/2/91~, 1-Iere imulediately deposited to this Aooount and therefore are in- cluded in the "'l'otal Value of Asset II oolumn pepOl'ted above. Soo oopy of Bunle StatOlrlel1t , of 3/1/94 submitted herow1 th ver1!'y1nl!, thiCl fact. - TOTAL IAI.a enlor an IIn. 6, Recapitulation) S 33,801el.,.2 - (1/ mare 'pace I. needed InlO" addlllona,.h.." 0/ lame liu) , ~ SCHEDULE H W FUNERAL EXPENSES, COMMONWEALTH 0' PENNSYLVANIA ADMINISTRATIVE COSTS AND INHUITANCI TAX !!TURN MISCELLANEOUS EXPENSES UIIDINT DECIDINT ~nATI Of U"'UII'''I'..'1 ITIM NUMIIR A. Pie "" Print or Typ. L NUMIII. AlmA O. LINDEl.1U'1.'H DISCRIPTION 1, Pun.rol bp.n.... Myers Funeral Home, Ino., 37 Eaot Main St., l1eohanioilburg, PA, balunoe clue on funoral exponseD. I. Admlnl.trotlv. Co.," 1, Perianal R.pr'l.ntatlve Comml"lons Social S.curlty Numb.r of Perlonal R.presentatlvel Year Comml"lons paid 4. C. 1. 2. 3. 4, 5. 6, 7. 8, 2. A"orn.y Fees - J. Hobex't Stuuffer, Eoq., Attol'noy' 0 1'00. 3. Family hemptlon Clalmonl Addr..s of Claimant at d.cedent's d.ath Street Addre" City Stott Zip Cod. R.latlonshlp Probate Fe.. MI.e.llan.au. Exp.n...t Hocistor of Wills, filing Pennsylvunialnhoritanoe Tax TIoturn. TOTAL (Also enter on line 9/ Recapitulation) S (If mare .pae. I. nttd.d, In..,, additional .httt. of .am. .1...) AMOUNT qi 1~35. 00 125.00 15.00 575.00 I .9, 0 I <0 REV"1147 EX AFP (10"93* C~ALfH Of PENNSVLVAHIA IlV'AlHHENT Of REVl'IU! IURl!AlI Of IKDIVIDtJ.\L TAllE8 MPT. '10601 _IIIURG. PA 11111-0601 IITATE OF ~ FILE NO. DATI OF DIATH 02-05-94 COUNTY CUMBERLAND NOTE I TO INSUAE fRO~E~ C~EDIT TO YOU~ ACCOUNT. SUBMIT THE U~~EA ~OATION OF THIS FOAM WITH YDU~ TAX ~AYMENT TO THE AEGISTE~ DF WILLS. tlAKE CHEr.K ~AYAILE '10 "~EGISTE~ OF WILLS, AGENT" REMIT PAYMENT TOl NOYICE Of INHERITANCE TAM A~~AAISENENT, ALLOWANCE O~ DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ACN 101 DATI 07-25-94 J ROBERT STAUFFER ATTV MARKET SQUARE BLoG MECHANICSBURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 I AlIIOUf1t R..Uted l CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... RiV: iSii'f"ix"APp--mj:93T"tliifici"OF -YNHiifiTA'i(ci"i'"A X" A P'iiii'A"i liii1Etlr;-Ai. ioiiANCi -oR" - .-... on..."""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ISTAl! OF LINDEMUTH ANNA 0 FILE NO. 21 94-0301 ACN 101 DATE 07-25-94 TAM AETURN WAS I I X I ACCEPTEO AS FILED I) CHANOED RESERVATION CONCERNINO FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ONl ORIGINAL RETURN 1. Rool Eot.to ISchedulo A) (l). 2. Staok. ond land. ISchedulo I) 121 I. Claaoly Hold Stcak/Port,.r.hlp Intoro.t ISchedulo C) III 4. Hort_./Noto. ~..oIvoblo ISchedule D) 141 S. Cllhllonk Oopool to/Mha. Por.anol fraporb (Sohodulo E) 151 6. Jointly Owned ~raporty ISahodul. F) (6) 7, Tron.tor. ISchedulo 0) (7) I. Tabl Au.to ,00 ,00 ,00 .00 .00 33.801.42 .00 (8) 33,801.42 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. funerol E.pon.o./Adolnl.trotlvo Ca.tll Mllo.llonoou. E.p""... ISohodul. HI 191 575.00 10. Dobh/Horto_ LlobIUU../Llon. ISch.dul. II (l01 ....JU!. 11. Tatol OIducHan. Ill) 12. Hot V.lue of To. A.turn (12) 13. ChorUobl./OavorMl""tol Bequ..to ISah.dul. J) (13) 14. Hot V.lue at Elt.to Subjoot to To. (14) NOTEI If.n ........nt WI' i..u.d pr.viou.ly, lin.. 14, 15 Ind/or 16 Ind 17 will rlfl.ot figur.. thlt inolud. thl totll of ~ rlturn. .......d to datI. ASSESSMENT OF TAXI 15. AlIIOUf1t at Line 14 to.obl. ot 6r. roto 16. "-aunt of Line 14 t..obl. ot lSr. r.t. 17. ~rlnalp.l TI. au. TAX CREDITS I ~AYHENT DATE 575.00 33,226.42 .00 33,226.42 ns)_1.Ll~ X.06 . (6) .011 X,lI . (17) 1,993,59 .00 1,994.18 AECEIPT NUMBEA DISCDUNT I.) INTEAEST I-I AHOUNT PAID 03-30-94 8B5903 99.71 1,894.48 TOTAL TAX CREDIT BALANCE OF TAX DUE INTlREST TOTAL DUE 1,994,19 .01CR .00 ,01CR . IF ~AID AFTER DATE INDICATED, SEE AEVEASE fO~ CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS AEqUIAED. If TOTAL DUE IS AEFLECTED AS A "CAEDIT" ICA), YOU HAY BE DUE A AEFUND. SEE AEVEASE SIDE OF 'IHIS FOAM FDA INSTAUCTIONS,) ii, " j ',: "(' " (.'\ \', { 'I .1 (j() RlIERYAflONI E,tata, of dIoIdInt' dyjnt on or blfor. ~r 12, 1'" .. if InV futura int.r." in ~ a,tata i, tran,flrred In po.....ion or anJavwent to Cl,., . (0011at.r,l) bInIfloiarl.. of thl dlCedlnt If tar thl IMPlrltlon of InW I.t.tl for lIfa or for YI,rl, the e~llth hlrtbv IMPr,..lv rl.arVII thl right to IPPr.11I end ...... tr.",flr ,lnhlrltMOI flMII It thI l...ful ell" . CaoUltulU rltlon If'lV tueh tuwre Interllt. _01' NOTtCEI To fulfill thl r....lr....," of 'eoUon 2140 of thl Irneritencl It'Id E.t.tl TIM Aat, .at ZI of 1"1. 72 P," hoU... 2140. PAVIEHl'I DetlCh thl top portion of thlt NoUel and .ubIIlt ~lth vOllr p.vant to thl Reghter of WUlI printed on the rIV"" llde. ooltok. .- or __v order ~..obl. 10' REOISTEll OF MILLS, ADENT AU PlWllMt. raollvMi IhIU flr.t be applied to InV Int.rut whloh ..v be due Mlth anv rtAlnOIr eppl1ed to thl tlM. RUlI(D CCA)I A ",fmd of I ttIC oredit, whloh WI' not r..,e.tld on thl TIM R.turn, nv be requa.tld bW a~l,tlna en "Applloatlon for Rlf,", 0' pII"IOl>>lvanll Inhtrltenol and EIlItl TIM" (REY.1313). AppllOltlon. "I .vIUIbII It the 0"\01 0' thl R..I.tlt of tUIII, "1>> of the ZJ A.v...... Dhtrlot Offloll, or bv c.lllng thl tpIOl,1 U~hour .,....'1"1 IIrvlol nullbert for for.. orOtrlngl In PlMlylv.,,11 1.1\00.562.Z0S0, outtldt Pam.ylv."l, end within IOCIII Harrl"'rg .rtl (717) 717.UM, lDD. (7171 77l.ZZSZ CHltrlng 1.,llrld Onlv). OIJECTIOHII Any plrty In Int.r'lt not .atl.fled with thl apprll.Allnt, IllowlnC' or dlllllowencl of dIduotlonl, or .....telnt of taM (Including dllcOU"lt or Int"..U II .hown on tllla NotJe. lIU.t objtot within .1Mty (60) DIU of r-.ollpt of thll Motlel b~1 ."wrIU," protllt to the PA Defllrt""t 0' R,venut, 100rd of ~..II, DlPT. UI021, Hlrrltburll, PA 17121.1021, OR ..IIlCltlon to hlVI thl ..u" dtt.r.lntd It IlUdIt 0' the acoDW1t of thl Plrtonll repr..",tIUvI, OR ~.""Il to thl Or""'ll Court. ADltIN ISIIlATlVE CMftCTlOHSI FlOtUlI .rrors dllOOvltld on thlt IIHI..."t .hould b. eddr...ed In wrltlnll tal PA Dlpart""t of R.VlllUI, &urftlU of IndivIdual TIXI', ATTHI PUlt A.....-.nt R.vlew unit, DEPT, Z10601, H.rrllburQ, PA 17121.0601 Phone (711) 717.610S. SIe P'" S of the bookl.t "In.tructlon' for lnn.rlt8nC' T.x A.turn for I A..ldlnt btoedlnt" (REY.1501) for an IMpl~tlon of .a.lnl.trltlv.ly corr.atlbl. .rror.. INIEIlUT, I' any tax due I. plld within thr.. (S) c.llnd.r tonth. Ift'r thl dlC,dIMtl. dtlth, . flvl ptrolnt (S~) dl.eount of thl tlM plld It Illowed. Intlr..t II chlrged bltlmlng with Ilret dlY of dtl1rlqJ1MY, or nine (,) IIOnth. and OM (I) day froe thl dlt. of ~th, to thl d.tl of Plyaent. TIM" which blCl'" dlllnquent before Janulry I, 1"2 bllr Int.r..t at thl 'Itt of .IM (6:() pare",t plr IMl.M olloulltld It I d.llv rlt. Ctf .00016,., All "M" which blCl... delinquent on end Ifter Jll"IUIrY 1, 1911 wUI bilr Inter..t .t n r." whit'" wUI v.ry frOll cllend,r YI.r ta o.lend1r Yllr with thlt r.t. IlMOUnCtId by the PA D.pert""t of M.vlf'lUll. The 8PfI1lelbl. Int,,"t rlt.. fer 1912 thrQUlh 19M .rll DISCOOIfT' '!.!!.!: Int,,"t Rat. Deily Int.r..t flctor :!!!! Int"..t R.t, DIll. Int"..t fIG tor lIar !OX .0DO"a 1986 lOX .00027~ Iln 16X .OOOU' 1981 9X .000241 1984 m ,00UOl 1988'1991 IlX .000501 1981 IIX .000556 1992 9X ,000Z~7 1993-1994 7X .000192 .-Intlrllt I. c.lculltlG I' followlI " 'I , INTEREST . BALANCE DF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any NotlG' I..ued I,tlr thl tlM blG~' d,llnqu.nt will r.fllot 10 'nt.r..t c,lculltlan ta flft,," (15) diY' tMyOl'ld the d.tl of the ........".. If ply.."t It Hde Ifhr thl Int.r..' COIIPUttUon d.t. shown on thl HoUce, Iddltlonll Inter." "".t be o.lculatld,