HomeMy WebLinkAbout94-00310
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REV . 1500 EX . tll~81)
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tlARAIS u O,VA 17128M0801
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
FaA OATE9 OF OEATHAFTEn Imllll CHEC~HEnE
IF A 9POUSAL D
POVEnTY CAEOIT 19 CLAIMEO
FILE NUMBER
~I-
q 1..)
I
DeCEDENT'S NAME (Ll\9T, FIRST, AND MIDDLE INITIAL)
ESREY, ELEANOR U.
COUNTY CODE
DECEDENT'S COMPLETE ADDRESS
811 RIVERVIEW ROAD
LEMOYNE, PA 1701,3
3/6
YEAR
NUMBER
SOCIAL SECURITY NUMBtfl
178.07.1.637
I X 1. Original Rolurn
~ ~ D 4. L1milod ESlalo
~ A ~ (]] 8. Ilocodonl Dlod Toolalo
~ (Altach copy 01 Will)
041.
07,
Fuluro Inlorosl Compromlso
(lor dAlos 01 doath oNor 12-12-02)
Docodonl Malnlnlnod n Living T,usl
(Allach a copy 01 Tlusl)
CUMBERLAND
--03.
D 6.
Romalndor Rolurn
(lor dat09 01 doalh prior 10 12-13-02)
Fodoral Eslalo Tax
ROIUln Hoqulrod
Total Number 01 Sale Dopo," BoX09
o 8.
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
77 ,901. 00
9,901,.00
67,997.00
None
67,997,00
4,079.82
0.00
4,079.82
0,00
0.00
19. IIl1no lB Is groalor than IIno 17, onlor Iho diNoronco onllno 19. This Islho OVERPAYMENT,
~ 0 [CtiOllk here If you Ire requesting a refund 01 your overpayment. I
20, IIl1no 17 Is groalor Ihan IIno 10, oRlor Iho dllloronco on IIno 20. This Is tho TAX DUE.
A, Entor Iho Intorosl onlho balanco duo onllno 20A.
O. EntAl Iho 10101 olllno 20 and 20A onllno 20B. This Is Iho BALANCE DUE.
Make Check Payablo to: Reglater 01 Willa, Agent
~ ~ BE SURE TO ANSWER ALL aUP-STIONS ON PAGE 2 AND TO RECHECK MATH . ~
Underpln.lIt.. afp'fjUry, I d.CI4I1lh.1lI hl',lll elCamlnld Ihll rlllum, !ncludmgaccompaoYlng Ichllduleland S1all1mentl,and to Ihe but of my knowledge and blllll, 1111 trut,
colt.cland complett.' decl.rll thalall,ululalll hat bun reporled al tlUlI market value. Declaration 01 preparer other Ihan IhD personal represenlatlve Is band on alllrllormatlon 01
whlchplfpar.rhuanyknowIDdg,.
COMPLETE MAILING ADDRESS
METTE, EVANS & WOODSIDE
POBOX 5950
HARRISBURG, PA 17110-0950
Nono
None
Nono
Nono
77 ,901. 00
~
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A
P
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U
L
A
!
N
NAMe
PETER J. RESSLER, ESQUIRE
TELEPHONE NUMBER
717 232 - 5000
1. Roal Eslato (Schodulo A)
~. Stocks and Bonds (Schodulo B)
3. Clossly Hold Slock/PaJlnorshlp Inlorost (Scllodulu C)
4. Mo~gag09 and Nolos Rocolvablo (Sehodulo D)
6, Cash, Benk Doposll9 & Mlscallanoous Porsonal Proporty
(Schodulo E)
8. Jointly Ownad Proporty (Schodulo F)
7. Transfors (Schodulo G) (Schodulo L)
8, Total Gross Assots (10101 IInos 1-7)
9. Funoral Exponsos, Admlnlslratlvo (;osls, MIscollanoou9
E'ponsos (Schedule H)
10. Dobis, Mortgago Llabllitlos, Lions (Schodulo I)
11. Tolal Doductlons (Iolalllnos 9 & 10)
12, Not Valuo 01 Eslato (IIno 8 mlnusllno 11)
13. Chartlablo and Govornmental BoquosIs (Schodulo J)
14. Not Valuo Subjoct to Tax (II no 12 mlnuslino 13)
16. Amount olllno 14 taxablo 01 B% ralo
(Includo values Irom Schodulo K or Schodulo 1,1.)
18, Amount 01 IIno 14 taxablo at 15% ralo
(include valuos Irom Schodulo K or Schodule 1,1.)
17. Principal tax duo (Add tax Irom Iino 15 and Irom IIno lB.)
18.C'edlts/Sp Povorty Prior Paymenl9 Discount
(16)
(1)
(2)
(3)
(4)
(5)
(8) .
(7)
(9)
(10)
(15)
T
~
C
o
M
P
U
I
T
I
o
N
+
+
SIONI\TURE OF PEASON RESPONSIDLE FUR FILING RETURN ADDRESS
None
Nono
(8)
9,904.00
None
(11)
(12)
(13)
(14)
67,997,00 x .08 II
0.00 X .15.
(17)
Inlorosl
(18)
(19)
(20)
(20A)
( 20B)
(' J{J JtA.~~" ,_
hi .R"r"vERiiiEw' .ROAD...... - -.................... - --
L'E'MOyi-ili:' p.";" i"ioi.",j................ -. -...........
L'
SiaN UAl OF PREPARE A OTHER TtlAN AEPRE~ NTATlVE
AODRESS
METTE. EVANS & WOODSIDE
i'..o 'ilcix. S'.150'" .... ......... ........... ...........
ijiiRRii;JiuRc~ PA.. i YiiO.:09S'ii...............-.. _.
4,079,82
0,00
4,079.82
DATE
'(!rAy-
DATE f
L/ If. . '1'f.,
Form 1500 (R.v. 11-91i
/
RIY-1I1ft7 EX AFP <10-93*
C_AlTH Of' PEHNSYlVlHlA
IlQIMTII!N1 Of' R!1'ElU!
WlfAU Of' lHlllVIDUaL TAUI
IIl!PT, 210601
1lARRllIURCI, PA 11111-0601
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NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
UF DEDUCTIONS, AND ASSESSHEHT OF TAM
ACN 101
DATI 07-25-94
FILE NO.
DATI OF DIATH 11-10-93 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
PETER J RESSLER ESQ
METTE ETAL
PO BOX 5950
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r-
l
AlIOunt R..itted
-- .-
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FaA YOUR RECORDS ....
iliV: ii;i; MirA FP- "(i'ii:93T"iliifi ci -"oF-i:"NIi iiii f AiicE -YA'X- iippilA"i iiHEilr;-AL. i:ciWANCE - (ili. OM" ____u_ - -" -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATI OF ESREV ELEANOR H FILE NO. 21 94-0310 ACN 101 DATI 07-25-94
APPROYED DEDUCTIONS AND EXEMPTIONS I
9. Funor.l E'Plnl.I/Adolnlltr.tlv. COlt11
Hho.ll_1 E'Plnl.1 (SohoclU1e HI (91 9 ,904,00
10. Dobta/Hort90V1 Llobllltl.I/Lllnl (Sohedul. II (101 .00
11. Tot.l Oaductlon. 1111
12. Holt Vol... of T.. R.turn (121
15. Ch.rltobl./Gov.rnoont.l Bequoltl (Sohedul. JI (151
14. Holt V.l... of E.tote SubjllOt to T.. 1141
NOTEI If.n ........nt w.. i..u.d pr.viou.ly, lin.. 14, 15 .nd/Dr 16 .nd 17 will
r.flect figure. th.t include the tDt.l of ~ return. .......d to d.te.
ASSESSMENT OF TAXI
1$. Aoount of Line 14 t..obl. .t 6% r.t.
16. Aoount of Lln. 14 t..obl. It 16% r.t.
17. Prlnclp.l T.. Duo
TAX CREDnSI
PAYHENT
DATE
TAK RETURN WAS I (X I ACCEPTED AS FILED
RESERYATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED YALUE OF RETURN BASED aNI OkIGINAL RETURN
1. R..l Eet.t. (Sohedul. Al
2. Stookl end Bondi (Schedul. II
S. Clol.ly Hold Stock/P.rtnerahlp Int.r.at (Sohedul. Cl
4. Mortgag../Hot.. RIIO.lvobl. (Sohedul. DI
5. t.lh/lonk Dopoalt./Hllo. P.rlon.l Prop.rty (Sch.dul. El
6. Jointly Owned Property (SohedUl. Fl
7. Tranlf.r. (Sohedul. GI
B. Tot.l Alllto
RECEIPT
NUHBER
DISCO~NT (+ I
INTEREST (- I
04-04-94
.00
885921
( I CHANGED
(1) ,00
(21 ,00
(51 ,00
(41 .00
(5) 77.901.00
(61_. ' DO"
(71 .00
(81
77,901.00
9,904.00
67,997.00
.00
67,997.00
l1S)
(161
67 ,997.00 X.06 .
.00 M.15 .
1171
4,079.82
.00
4,079.82
AHOUNT PAID
4,079.S2
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTlREST
TOTAL DUE
4,079,82
.00
,00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I
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ReSERVATIONl E,tl'" of dIoldlnt. dvlne on or blfor. DIo.-blr 12, 1912 ~. I. InY future In..r..' In the Iltl" .1 'rln,flrred
In po,....lon or enJoyeent to CII.I ~ (col11',r,1) bInI'lcl,r... of thl dfOtdent .ft.r thl ..plr.tlon of InV Iltlt. for
l1f. or for v..r., thl Coe.onwellth hereby ..pr..,lv r...rv,. thl rllht to eppr.JI. Ind ...... trlnl,.r Inhtrltenc. ,....
.t thl t...ful Cll.. I (ooll1'lrIU rtt. on any .UGh futur. In'"ut.
_Of
MOTJtll To 'ulflU thl requlr....,h of StoUon 2140 0' the IMirlt.-.at IWld et'lt. Tlx Act, Act Z2 of 1"1. 12 P.I.
Iootlon Z1~D.
PAYMENT I DttlCh the top portIon of thl, HotJel end 'ubllt with your Pftv-ent to thl Regl.t,r 0' Willi prJntld on the r~Y.r.. ,tdl.
.."",0 c_ " oonov ordor pOVoIllo \0' REGISTER OF MILLS, AOElfT
All PIYMnt, recllvld thlll flrt' be applied to MY tntutl' which IIV be due with InY r...lndtr .ppUId to tI'M tp,
RUuaJ (CRJI A r.krld of . tlX credit, Mhlch WII not rlqul.ted on thl TI)C Alturn, "V be requelted bv cotlPhtlntl ." "Appllc.t1CJn
for A,fund of PtnnlVlv.,,11 InherltlnGl and Eltlt. TIM" (REY.I!l!), Appllc.tlon. Irl IVIII~I. at the OffiCI
of thl A"lItsr of Willi, IIlV of thl ZS AlvlnUI Dlltrlct Offlell, or bv eftlllng the Ipecl11 24~hour
..,Iwerlng ..rvlCl nuMMtrl for for.. ordtrlnal In Penn.Yll/anll 1.800.36Z.Z050, out. Ide PennlvlvW1l, and
..1thln 10011 Hlrrllburg "" (717) 717.'094, TOO' (717) 77Z.2252 UtHrlng III1Pllrld Only).
OIJECTlOHII Any party In Intirllt not ..tllfled ..1th the IPfIrlllHent, allOMlnC1 or dll.llowlnCl of dlduatlon., or ........,t
of tlX (Including dl.aount or Interl.t) .. .hown on thl. Notlcl lU.t object within .IMtv (60) dly. of reallpt of
thlt Not 101 bYI
....rlttln prot..t to thl PA Dlpsrt.."t of Aevenul, laird of Appell., D€PT. U1021, I1srrllburg, PA 17121.1021, Oft
"Iltatlon to NV' the ..tter dlter.lntd .t lucHt of the leecx.nt of thl perlOMl rlPrll."tat1vI, OR
.-.....1 to the Orphenl' Court.
AlIIttH
IITl1ATlVE
CORRECTIOHSt FlOtUll Irror. dllCOvlrld on thl. ........"t Ihould be Iddrl..1d In writing tal PA DIp.rt.."t of A,VInUl,
lurllU of IndlvJdull TI)cI', ATTNI po.t A..".-.ot Rlvlew Unit, DEPT. 210601, Harrl.burg, PA 17121.0601
Phone (717) 7'7-6505. Sit P~ 3 cf thl boOkllt "In.truotlon. for Inheritance TI)c Return for I Ae.ldent
Dteldent" (REY.UOt) for en IMP11n.tJon of .d11lnhtrlltlvely corrlCtlbll trror..
INTEREST,
If MY ta)C due II Plld within thr.. (!) cllender IIOnth. Ifter th. dectdlnt', delth, II flvl PlrcIf'lt Ol;() dhcount of
thl taM paid II .11oWold.
Inter..t I. chftrttd betlnnlng With flr.t dlY of delinquency, or nine (9) ~th. end one (1) dey froe the dltl of
elMth, to thl detl of PIYMnt. TIMII which bee... dtllnquent blfore Jlf'llAIrv 1, 1912 bMr Intlr..t It thl ratl of
.IM (6;() Plrolf'lt per ~ cllculattd It I dilly rat. of ,000lM. All tllC" Nhlch bec... dellnquw'lt on end 1ft"
Jerutry 1, 1912 will bllr lnt"..t It . rltl which will vsry frot! CIIIMIr ylar to cl11ndar Yllr with thlt rat,
announced by thl PA DlPlrt.."t of A.venut, The appliclbll Int.r..t rat.. for 1982 thrOUGh 1994 Irl'
DISCOUNT,
'!!!!: ~".t Alt, Dilly Int.rl.t Flctor !!!r Int"..t R,t, Dally Interl.t FBOtor
1912 2Dl .DDD~I 1916 I'l .DDDZ7~
1913 16l ,DDDUI 1917 9l ,DDDZ~7
1916 III .DDOlDI 1988.19'11 III ,DDDSDI
1985 lSX .DDOSS6 1992 9l .DDD7~7
19'11-1994 7l .DDDI92
~.In'tr..t I. ellcul,ted .. folllMl'l
INTEREST . SALAHCE GF TAX UHPAID X HU"BER OF DAYS DELIHQUENT X DAILY IHTEREST FACTOR
.-Anv NoUcl luued ,ltlr thl tlM btcOlIl dlllnqulnt will rlfllot In Interllt celcu\IUon to flit"" nS) day.
bQyond thl dttl of thl ......lInt. If Ply..nt I. IIdI Ift.r thl Intlrl.t coeputltlon dati .hown on thl
NotlcI, IdcUtlonll Intsrllt MIlt be cllculllt.d.