HomeMy WebLinkAbout94-00314
....'1.-'
:'
"',i';
I'
.',
",
, ,'J
')i','
"
'\1
','
\'f
, "
.'
"
" ,
"
, I
,
",
"
"
",
,I,
,,,
"
\,
. .
, ,
" I,
,
"
,
,
"
n.
".
"
'.,
.'
I,ll.
,
"
4:1
,
"
,,'
I."::,
~; L
"
...
,
" ,
, '.
II""
\1"'1
J'II
" ,
"
"
."
,
1",
'1"
, ,
1'1: ,I
\,
"
,
, ,
"
j'
, 'f'-
',1'1\"
1\ 1111
" I, ".\<1
., II 'J'"
':\ ,'''' ~,\,
,'.
"
'I'
. ~ I
,
, '!
II'" 1 '.\,
" 'I
\ " ' , " \ ~ " " 1/ .
'J \ I 1\11' I ~ ,\. ,
", ' "i,' : "I,' I
, I "
:" "
"
'I',
',\
Ill,
I.l,
"
"
,'I'
,
" " "~
,.
,.
, ,
'"
",
''11
'~';, 'r';' lq
,
.,
"
"
'.j
"
,
"
"
,;
,,'
"
'"
\,
"t
~:~
i"\~~
"
r~ .:
~~ 'l
~l:
';J
).\~~:
l~lll'
/'"
f:'i~~
'Iil"
~J\~
'It'IYc
~'I't'
':l~d
'ill,"
r.~~,
" ,
fr' ,I'
"
\, ,\
'I' , r
',,' I ,:,
"'t
.
,
"
,
I')":"
'1"
:"
,
," j,
j'"
I
"
,
"
, "
,,'
"
I'
,,,
,"
'(
','
"
') 'to
..
II' '),'1', ;
,":
J 1;IO~ '"
,\ ,1
'..
:,),
""\'1
It'.!
(\, .
I,
~,t' ,
'. ,'),IJl"
.....,I.r','14',
j ~ I "II, II,
, . ,~, i'l:''.l
~ [ , I, I
..
, '
, ,
'; -,
"11,
-;,'
,I
",1,'
], j ,I
\' "
"'{I
f.
",
" I
, ,f, '
',I' (,
I.
N
."
f:,
,',
."
"
"
) ",
, I
','
,
C,
,.
,I,.,
:'"
II" 'il.','
,1/:.1,
. ~'.':,!;'
,
:,
c'
"
"
"i,
,'\
,'!' ."
..
, .
",'I
,.\',:"i,:.'::,:,;::-
'.
"I'
,
. I .~
..'
q,
,'.
,'.'1"
" I ~
I;;
,.
"
d'
'"
't,",],
" ", ~ ' . I
':'
..'
, ,~ 1
.:-
i, I';
'il'/.J.',
':,'
I ','\"
! :~~ Ii ~," 'j'
't.'
",:1.':',';'1'
- I',
:,;1","
,I.
i;
':,
.'
,,'
,
"I,
\'
, d'
, "':.!, :'.~ :::
"
'I",'"
.'
".'1
"
'''.'I!'
,.
:". 'J,.
1'", 'I
",',\1.!'.
",,"
'I'."
,..
.;,!
,/,
,.
I:'
), "1 ,/
II (, . , ( .',
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNTYCOUE
DECEDENT'S NAME (LAST, FIAST,AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDAESS
BRICKNER RAYMOND L FOREST PARK NURSING 1I0HIi
700 WALNUT 1l0nOH ROAD
CARLISI.E, PA 17013
CUMBERLAND
-03,
05,
Rtv,II00EX 0(11-81)
I
~ I r ~::
E 0
~ ~ ~ 0 6.
C P
i I
CDM~e~XIMiJ ~ ~f~t1ttillb~ ANI A
HARRISRo~~ ,~rl~ 1za.OI>OI
SOCIAL SECURITY NUMBER
205-09-4944
Original Rolum
Lbvtod E.lalo
041,
FOR DAlES OF DEATH AFTER 11'0"1' CHECK HERE
IF A SPOUgAl
POYER" CAEDITIS CLAlIoCED
FILE NUMBER
21- 94 - 314
YEAR
NUMBER
Romaindol RoMn
(101 dalo. 01 doolh pllol 1012-13-82)
Fodorol ESlalO Tax
Rolum Roqull.d
8, TOlal Number 01 Sol. Dopos~ Boxes
Docod.nl Diod TOSl,I.
(Mach copy 01 Willi
07.
Fululo Inlo"sl Compromiso
(for doles of d.alh oher 12-12-82)
Docod.nl M,inloino~ 0 Living T,u.1
(A"och 0 copy of Trusl)
~
C
~
I
T
U
!
N
~
C
o
M
&
f
N
SlaNAlURE OF PERSON RESPONSIBLE FaA FlLINa RETURN ADDnESS
All CORRESPONDENCE}ND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI .
NAME COMPLETE MAlLlNa ADDRESS
ROGER B. IRWIN IRWIN, MCKNIGHT & HUGHES
TELEPHONE NUMBEn 60 WEST POMFRET STREET
717-249-2353 CARLISLE PA 17013
1, Rool ESla" (Sch.dulo A) (1) Nono
2, Slacks and Bonds (Sch.dulo B) (2) None
3, Closoly Hold SlocklPartnorship Inloro.1 (Sch.dul. C) (3) None
4, Mortgago. and NOlos Roco'vablo (Schodulo DI (4) None
5, Cosh, Bank Dopos~s & Miscollanoous POI.on,1 PIOp'rTy (6) 7 ,418.04
(Schodulo E)
8, Jolnlly Ownod PIOp.rTy (Schodul. F)
7. Tran.lo" (Sch.dul. GI (Schodulo L)
8, TOlal Gross AssolS (Iolollino. 1-7)
!. Funolal Exponso., Adminl.tlotive Cas Is, Mi.collanoou.
Expons.. (Schodulo H)
10. Dobts, Mortgogo Llabllllios, Lion. (Schodulo I)
11. Tolal Doduction, (Iolalllno. 9 & 10)
12, NOI Vlluo of ESlalo litno 8 mlnu. lino 11)
13, Charitablo ond Governmental Boquost. (Schodulo J)
14. NOI Valuo Sub oct 10 Tox (Iino 12 minus IIno 13)
15, Amounl olllno 14 taxabl. al 6'10 1010
(Includ. valuos from Schodulo K or Sch.dulo M)
16. Amounl olllno 141axablo 0115% rolo
(lncludo valu.. from Schodulo K or Schodulo M.I
17. Principal I.. duo (Add lox flam Ilno 15 and from IIno 16)
16. Crodils/Sp PovorTy Priol PaymenlS Discounl
0.00. 0.00 . 0.00
19. IIl1no 161s 9roalor Ihan lino 17. onlor Iho diffolonco on lino 19. Thi' I. tho OVERPAYMENT,
[I] 0 ~..k hlro If you Ir. IlquOItlng I "fund of your ovor~lym.nt.1
20, IIltno 17 is groalollh'n Itno 16, onlor Iho d.llolonco on I.no 20. This Is Iho TAX DUE.
A, Enlor tho Inloro.1 on Iho balanco duo on Itno 20A
B. Enler Ih. lolal 01 lin. 20 and 20A on lin. 20B. Thi. I. tho BALANCE DUE,
Mlk. Chock PI Iblo to: Regilt" 01 Willi, Agont
, ~ ~ BE SURF. TO ANSWER All QUESTIONS ON PACE 2 AND TO RECHECK MATH .. <<II
Unci" ptNIlIllS of pi/Jury, t d"luelh.tl hhl 11I.mlned lhl'"IUIn, Including .cc:om~nyll'l9 tchltduln.nd .IUemtl1l...oo 10 the but of rrr( knowledge and beU,f, II II l1ut,
C:O"tcl.nd compl.I,,1 deel'/t Ihll,lIlNI "I.lll hit been IIporled 111IUll milke' v.IUlI. Otc14I.lIonol prep"" olhollh'nthll ptllONlI rep'.senlIU....11 bntd onlll Intormlllonof
~hlCh pllplllr hu.n)' kOOl'fledge, _
~. \ /.
, ) ;.:.d // /r, . ~~ 1'-.'
SIQNATURE QF PREPARER OTHER THAN REPRE'ENT my[
.ANNA.llAIl,lUce.. _,.. _ __.. _, _ _,. __ _. _ _ _ _ _ _ __., _. _"
R D 1 BOX 222 A
ELL i bTS'niJilG ;- PA - -:li62ij.......,. - -.. - - - - -... - - --
~DDRES'
IRWIN, MCKNIGHT & HUGHES
(,ci 'WES'Y' POMFRIT - STREIT.... -' -.,. - - - - - - -. .-.. - -,
c;':Ri.iS'LE" 'Pi,' - 'i'ioi':i."... -"..... -. - - - - -. --'-'"
II 'L -i'
I l.lj . I:} C k.
Copyright (el 1 fo .oltw'/I NIl)' Cenltl Piece SOIlWIIIl, tnc:
(6)
(7)
None
None
(6)
7,418.04
(9)
7,702.84
(10)
1,300.40
(15)
(11)
(12)
(13)
(14)
(1,585.20) x ,06 :
9,003.24
(1,585.20)
None
(1,585.20 )
0.00
(16)
0.00 X.1S:
0.00
(17)
0.00
Inlolo.t
0.00
(18)
(19)
0.00
0.00
(20)
(20A)
(20B)
0.00
0.00
0.00
DATE
10-11-94
DATE
10-11-94
F.'m lW(R~
ftlV- '1'1 III + (to.N)'
SCHEDULe I
DEBTS OP DeCEDENT
MORTGAOe LIAS LlTI S AND LIENS
RAYMOND L BRICKNER SSO 205-09-4944 01/08/1994
, , ..
I .
, '. ,
"
,
, ,
,
" ,
,
. ,
,I!' ;'1
"
" ,
,
"
ITEM
NUMBER
1
"
DESCRIPTION
FARMERS TRUST CO ACCT
11.72409 CHECK PAID TO
FOREST PARK NURSING HOME
CLEARED ArrER DA'l'E OF DEATH
..,'
,.
" ,
,.
"
,.
"
,
,
.'
, ,
\.
, ,
,
TOTAL (Also Inter on NI1IIO, Reel ulaUoh
(N more tplCIII ftIIdld, Inlln .ddllJoNlllhHtl 'oIl1l1l1 tlal,) .
CowIIIht (.) '"' tonn IOltWIlt ilnIy Centl!'loOO 1of1w1lt, I""
,
,.
PI R
21-94.314
AMOUNT
767.23
490.00
19',97
23.20
..
"
,
"
. 1 300.40
'....1100 ...-IIIIov. '-II)
EVo1S47 EX AFP (08094)*
COHHONWEALTH OF PENNSVLVANIA
DEPARTHEHT OF REVEHUE
BUREAU OF IHDIVIDUAl mES
DEPT. 780601
HARRISBURO. PA 1717B-060l
!STATI! OF BRICKNER "RAYMO FILE NO.
DATI! OF DEATH 01-08-94 COUNTY CUMBERI.AND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTIOH OF THIS FORH WITH YOUR TAM
PAVHENT TO THE REOISTER OF WILLS. HAME CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
II/-dt},) -. 7
ACN
101
l~
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
DF DEDUCTIONS ANO ASSESSl1ENT OF TAM
ROGER B IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE 01-24-95
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
L
I
j
A~ount RI~I tlld
--
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE"Y: iscrj "EX-"AFP"-f oa-:941" "NoificE-"OF" i"NHER"ifAi(CE- Tiix-A"PPRA"isEi1ENT~--AL1-owAi(cE-bii-------"--""-----
DISALLOWANCE OF DEDUCTION9 AND ASSESSMENT OF TAX
UTATI! OF BRICKNER RAYMOND L FnE NO. 21 94-0314 ACN 101 DATE 01"24-95
If an a.....mea~wa. i..u.d previou.ly, lin.. 14, lS and/or 16, 17 and 18 will
'~fJ.ct ~lgur~~hat includ. the total of ALL return. a.Be...d to date.
ASSEllSMENt::OF TAli ,;..
IS, Aoou..'t of Ltno 14 It :o;OUlOl rlto elSl ,00 M ,00,
1&. A~ounl of L~ 14 tl.lbb It Llnul/Cle.. A rlto 1161 .00 M .06.
11, A~.OU"t of L I 14 to~le II CoUltorol/Clou Brito CHI ,00 K ,15,
18. PnlnlllPll T OUI . (18)
TAX CRED:T ,I ,:,)
PAVHE
DATE
TAM RETURN WAS, eX) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTERES; " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. Rill Eltltl (SOhldull A) el)
2. stookl Ind Bondi ISchldull B) (21
5. Clo,"ly HIld Stock/Plrlnlr.hlp Intlrl.t (SChldull C) 151
4. Hortglgl./Notl. RI.II.lbll eS.hodull D) 14)
S. CI.h/Bonk Dlpo.lt./HI.c. Plr.onll Proplrty eS.hldull EI (51
6. Jointly Ownld Proplrty ISchldule FI 16)
1. Trln.flr. (Schldull 0) 11)
8. Tolll A..lt.
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funlrll E,p"n,"./Ad~. Co.t./HI... E,pln.l. (Schldull H) (91
10, Dlblo/Horlglgl LlobUlllu/Llons ISohldule Xl (10)
11. Totll Dlduotlon.
12. Nit VIlul of TI. Rlturn
15. Chlrltlbll/Govlrn~lntll Blqul.t. (S.hldull JI
14, Nit VIlul of E.tltl Subjlot to TI.
NOTl! I
DISCOUNT ('1
INTEREST e-)
( I CHANGED
,DO
.00
,00
,00
7.418,04
,DO
,DO
e81
7.418,04
7,702.84
1.300.40
(UI
1121
113)
(141
g.nn~ 24
1.585,20-
,00
1,585.20-
,DO
,00
,DO
,DO
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
,DO
.00
,DO
.00
. IF PAIn AFTER DATE INDICATED, SEE REVERSE
,OR CALCULATION OF ADDITIONAL INTEREST.
.!,-- / ~ .3 ." I
e IF TOTAL DUE IS LESS THAN .1. HO PAVHENT IS REQUIRED,
IF TOTAL DU~ IS REFLECTED AS A "CREDIT" eCR) I VOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
,"
RESERVATION I Estlt.. of dlCldlnt. dvlng on or b.'ore INClllblr 11, 1911 .. II Iny futurI Jnt.rllt In the ""1. ,,'trlll,'.rr.d
In po.....lcm or .nJoy..nt to Cl... a (colht.r." bln.flchrJII 0' 'h. dlcldtlnt ,It.r thl IlIplr"tlon 0' any """ 'or
lIf, or for Yllr., thl Co..onwlllth h.rGby IMPr...1v r...rvII the rlOht to .ppr"lu lI"d ...... tr,n,f.r lnh"rlhnlll fun
.t the I.wful C1I" I (coll,l,rll) r.I. on Inv .uch future lntlrlat.
PUIlPOSE 01'
NOnCEl
PAVItENT,
REFUND (CR)I
OIJEClIINIS,
IONIN
ISTRAlIYt:
CORRECTIONS,
DISCOUIlT,
INTEREST,
To fulfill the requlre..nl. of S.ntlon lI~O of the Inherltanc. end [Itate Tu Act, Aol 11 af 19Ifl, II fl.l.
Slction 2140.
Dltlch Iht lop portion of Ihh Hotlcl end lubllt with your pIY"I"I to Ih, AI,llt.r of wtllt Ilrlnted on the revlr.. Ildl.
~."Ik. ch.ck or flon.v ordlr PlYlblt tOI AEOISTEA OF MU.L8, AaENT
All pIY.lnt. rlcelVld '~"Il flr.t bl IIppllld to Iny Int.,lIt which .ev bl dv. wllh anv '1..lnd,r f1ppllld 10 the tUIl,
A rlfund of I till crldlt, which WII nol requ"'ld "n thl T... R.lurn, uy b. rlqul..tl" 11'1 COlplltlll1 ." "Applloltlon
for Alfund of P.nnlvl","11 lnherltanc:. and f.atatl TalC" (AfY.UUI. AppllcltlCl", 1"1 .".lllbll I' 'hi OffiCi
of thl AI,hter of Will., IInv of Ihl ZS AI"lnUI Dhlrlet O'flclI, or by cllllng thl 'PIClll "'hour
In,wlrlna ..rvlel nu.b." for for.. ord,rlngl In P.nn.ylwmlft 1.IOD.S6Z-~OSO, o\lhllll ".nn.yl".nll, and
wlthl" locll Hlrrl'burgar.. (717) 717-80''', 1001 C717J 17Z'UU (ttllrlnll IlIfI.lrtd Onh'J.
Any Pith In Inlarllt not ..",fI.d with the .ppral....nl, .110...nCI or dlllllow.nu or d.duotlon., or ........nt
of IIll (Including dlscounl or Inh,.." II .hown on thl. Hotlc. IUlt obJlcl within 111l1v (601 dMVI 0' reClllp' 0'
thh Hotlcl bYI
.~wrlttln prollll 10 Ih. PA n.p.rlltn, ef AI".nu., lo.rd of Appeals, DFPt. Z'lDlI, IIArrl'hurg, IIA 1111"lOrI, 0"
...l.otlon 10 h.". the 'Ittar d.I.,.ln.d .1 .udlt of thl Iccount of Ih. p."Qn'l rtP"tln',Uv" ON
.~"PIIl 10 Ihl Orph.n.' Court.
F.elull .rror. dl.cov.rld on Ihl, ........nt .hould b. addr""d in wrlllng tal PA D.pert.lnt of Alv.nul,
lIurllu of IntU"ldull TIIlII, AlTNI Poet A.......nt RIIII.w Unll, D[PT, 110601, Il.rrl.burg, I'A IPlII-0601
Phon. (1111 ,.,-nOIi, S.. p.gl S of thl bookllt "In.tructlonl for Inhlrlllnu 'It. Allurll for I ""ldlll'
D'cldlnt" IAEY.15DI) for In 'lCp1_nlllcn of Idllnl.lr.II"llv corrlelabl. Irror.,
If tny t.lC dUI la p.ld within Ihr'l 1]1 c.llndlr .onlh. efl,r Ihl dlc.d.nl'. d..'h, . flv. p.rt.nt l'~' dllcount 0'
Ihl tlM plld I. .lloWld,
Int.r"l I. chtrg.d b.glnnlnl wl,h flr.1 dlY of d.llnqu.ncy, or nln. I'll .onthl and ani (II d.y frol thl d.11 of
dlllh, 10 Ih. dltl of ply..n" TllClI wlleh blct.. d.llnqUlnl bl'ort Jmutry I, I"~ tJur Inttrll' at th. rat. (If
llIl (6:,() perclnt per annul C:I1c:u1ltld.1 a dllh rata of .000164, All tUII IIhlcoh bu... dllinqulnt 011 Ind .ftlr
January I, UU will bllr Intern I It. rill whlc:h wUl VIrY frol ul.nd., Yllr to ell,nll" vllr with Ih.1 rltl
IMoune.d by the PA O.p"tllnt of A.".nu., Th. Ippllolbl. Inl.,lIt r.I.. for I"~ Ihrough 11111\ 111"1
!!!! Intar.., Alta D.llv Intarllt r.c'or ~ Inltrlll Altl 0111'1 In'erut r.c'or
Itll III .000546 1911 fl ,'10/"
Itll III ,oooua ma'l"l I i~ ,010101
ItI~ IIX .OOOIDI 19'/ fl ,000"/
ms III .000lU I9n'I"~ /l ,000'"
m6 IOl ,000/" 1"1 fl ,000/\/
-.Inllrll' la e.lculelld '1 'ollow.I
'HTEREIT . BALAHCE OF TAK UHPAlD K HUnlER OF OAV. OELlHQUEHT K DAIl.V 'HTF.UIT FACTOR
.-Any NoUce '''uld Ifter 'hi 111I blco", PlllnQUlnl ..III rafl.ilt In IntIHII' '111:\111110" 10 fl"ttn 11.1 day,
b.yond t~. d.11 of IhI .....".."" If plY.,nt It ."d. .f"r 'hi Int.,u' calflutltlul1 d.t, I~n"n 0" '~I
Hotle., IddltIDn'l Inl".., lUll b. talc:ullted,