HomeMy WebLinkAbout94-00385
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NOTICE OF INIIERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSE~SHENT OF TAM
ACN
101
RIY-1547 EX AFP 112-941*
!10HHOItllEAlTII OF PEHHSIl VAHIA
OEPARIHEHI OF REVENUE
I lURE AU OF IHOIVIOUAl IAXES
OEPI, 210601
HARRISIURO, PA 11121-0601
fSTAT! OF RAM FilE HO.
DAT! OF DEATH 04-1~-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUN1'. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAVHENT TO THE REGISTER OF WILLS, HAKE CHECK PAVABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAVMENT TOl
DAT! or,.03-95
MICHELLE R STCLAIR ESQ
200 N HANOVER S T
CARLISLE PA 11013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
A.ount R..lttld
(.J, ,I..
. (I ./
,
=
00
CUT ALONG THIS LINE ~ RUAIN LOWER PORTION FOR YOUR RECORDS' ~ ~ ~~: :11 ~:
iii Ii: iS47 - EX. AFp. r i"i :94"-. Noi"i c r -OF- "iNHEiii f ~NC!. i" AX" A P PRAi SEHENr;. Ai. row iilfc!. iili- - - -.-- -- - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OP TAX '-" '
~ '=. J
UTATE OF RAMBLER WAVNE E FILE NO. 21 94-0385 ACN 101 DATE 04-03-95
I
"~,,
TAK RETURN WAS' I X) ACCEPTED AS FILED
CHANOED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVEMSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1, Rill E.t.tl ISohldull Al
2, stook. .nd Bond. ISohldul1 8)
5, Clo.lly Hlld stook/Plrtnlr.hlp Intlrl.t (Sohldull CI
4, HortYI81./Notl. Roollvlblo (Sohodull D)
&, CI.h/B.nk Dopo.lt./HI.o, Por.onll Proplrty (Sohldull E)
b, Jointly Ownld Proplrty ISohldul1 Fl
7, Ttln.ilr. (Sohldull G)
a, Tntol A..lto
"
t.' \
I'
;")
(II
12)
151
141
1&)
Ibl
(7)
,00
.00
,00
.00
11,500.0Q
3,69
,00
lal
(J'
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. Funlrll E'Pln.../Ad., Co.to/Hllo, Expln... ISohldul1 H) 191
10, Dlbto/HortGl81 Lhbllltl../Lhn. ISohldul. Xl liD)
11, Totol Dlduotlon.
12. Nit VIlul oi rl' Rlturn
IS, Chlrltlbll/Govlrn.lntll Blqul.t. ISohldul1 Jl
14, Nit VIIUI of E.toto Subjlot to Tlx
11 ,'/58.59
,00
Ill)
(12)
liS)
lI4)
If an a.....m.nt was i..u.d pr.viDU.ly, line. 14, 15 ~nd/or 1&, 17 and 18
rlfl.ot figure. thlt include the total of ~ return. alle..ed to dati.
ASSESSMENT OF TAXI
1&, A.ount oi L1nl 14 It SpoU.11 rlto ll&)
16, A.ount oi L1nl 14 toxlbll It L1nlll/Chn A rltl Ilbl
17, A.ount oi L1nl 14 to.lbll It CoUltlrll/Ch.. B rotl (171_
la, Prlnolpll TI. DUI
NOTE I
,00 M ,00,
.00 M ,06,
,00K,15,
(18)
TAX CREDITSl
PAVHENT
DATE
DISCOUNT 1'1
INTEREST I-I
AHOUNT PAID
RECEIPT
NUHBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOT AL OUE
11,503,69
'1 .71iA 59
254,90-
,00
254-:90-
will
,00
,00
,00
,00
,00
,00
,00
,00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN '1. NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1. YOU HAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS rORH FOR INSTRUCTIDNS,I
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RUEAYATlOHI !'tltll of dloldent. dYing an or blfarl D.CldU 12, 1912 .. " InY future Intlrl.t in th'l,t.te It trlf1.fl~rld
in po.....lon or InJoY.lnt to Cl... . (colllt.rll) b.n.flol,rll' of the dlc.dlnt eftltthl IMPlretlon of .ny I.t,., far
Uflor for ~lIr., the Co..onwtllth h.rlby IlCprlllly nllrVII thl rllht to Ippr.l.. Ind ...... trln.flr Inherltlttcl TlxlI
et the I,wful Cle.. . (ooUltlrlll) retl on MY ,uch future Inhrllt.
PtJRflOIE OF
NOTICE.
P4YItENT.
REfUND (CR II
OIJECTlONS'
40HIN
IITRRTlY1!:
CDRRl!CTlDHI.
DIICllIIHT.
INTEREST .
To fulfill th. r.qulr...ntl of Slctlon 2140 of thl Inhlrit.ncl Ind E.tite Till Act, Aot 22 of 1991. 12 P.S.
Io.llon Z1~0,
Det.Ch the top portion of thh Hotlce and ,ubtfit with vour p.v.tnt to thl RIghttr of Will, prlnhd on tht rlv,rll ,Ida.
"Hlko .hock or ..no. ordor po,'blo 101 REOIBTER OF MULS, AOENT
All p'V"lntl rlcllved ,hlU first b, .ppllld to .ny tntlrnt Ithlch IIY bl dut with Inv rl'llnder IPPllld to the tlM.
A r.fund of I tllC crldlt, which w.. not rlqut.t.d on th. Tile q.turn, .IY b. rlquelt,d bV co.pl,tlng an "Appllol,lon
for R.fund of P.Msvlvlnll Inh.rltanc. and E'ht. TIM" (Rfy-UlS). Appllo,tlon, Irl .vIlllbll It thl Offlel
of thl Rluhtlr of NJllt, Inv of thl 2S Rlv.nul Olttrlct Offlc.., or bV c.Ulng thl 'PICIII U.hour
.ntWlrlng .trvlol nu~lr' for for., orderlngl In Plnn.ylvlnl, 1-100-562-20S0, out. Ide Penn'Vlvlnll Ind
within 10ClI H.rrltburg .rll (711) 717-809it, TOOII (717) 772.22SZ (Hllrlng IlPllrld Only),
Anv plrty In Int.rtlt not IIthflld with thl apprlh...nt, allnwlno. or dlllUowtnO. of dlduotlon., or ......llInt
of tlx (Including dlleount or Interll\) II ,holtn on this Hotlel '''lIt obJlct Itlthln Ihctv (60) din 0' rlctlpt of
thlt Hotlc. bVI
"written prot..t to thl PA OIPert.lnt of Rlvlnul, BOlrd of Appttll, Dlpt, 281021, HlrrJ.burg, PA 11lza~1021, OR
"llloUon to hlVI thl 'Ittlr dltlr.lnld It ludl t of the aooount of thl plr.onl! rlprl..ntIUvl, ,OR
".pIII to thl Orphln.' Court.
Faotull errorl dl.oovlr.d on thll 11,1.llInt .hould bl Iddr.,.td In wrltlnu tOI PA OfPlrt'lnt of Rlvenue,
Ivrllu of IndlvlOul1 TIXII, ATTHI POlt AI.....lnt RIVIII.. Unit, Olpt, za0601, Hlrrltburg, PA 17128-0'01
Phone (117) 787.6565. S.. P"I S of thl b60kllt "In.tructlonl for lrMrltencl TIM Aeturn for I,Rnldent
hCIHnt" (ReY.1S01) for .n 'kpl.",tlon of tdtIlnhtr,tlvltv corrlctlbll Irror.,
If anv tlx due I' p.ld within thrl' (5) elllnd,r IOnthl .ftlr thl dlcldent'. dtlth, a flvl ptro.nt (SX) dllcount of
thl t'M p.ld I, 111o~ld.
Internt It chlrgtd blglnnlnCl with flr.t dtV of dfll1nqulnov, or nine (9) ItOnthl end ant (1) dlV frow thl dllh of
dllth, to thl dltl of plv.ent. TIlCn Nhlch blCIM d.l1nquent blforl Jenulrv 1, 1982 btlr Intlrll' It thl rltt of
sh (6:() Plrcent plr tnnUtI cl1culthd at I dlUv rltl of ,000164. All tlICII which bec... dlllnquent on and l"lr
Jenulrv 1, '1912 will belr Intlrllt It I r.tl Ithleh will verv frol Clllnetlr vllr to c.ltndlr Vllr with th.t rlt.
ennounoed bv thl PA Olplrt..nt of RIVenut, Thl IppllOlblt Int.r..t ratn for 191~ through 1995 Irll
~ ~!!l.!!!! n.ll~ Intlrl,t Fector !!!r Intlrnt Alt. Dilly Intlr..t Flator
1m lOX .OODS~' 1917 9X ,0001~7
1m 16X ,0mJl 1911-1991 lIX .000101
1914 l1X ,000101 199? 9X ,000U7
1m m ,000116 1991'199~ 7X .000191
1916 lOX .00017~ 1991 9X ,000Z~7
..tntlrllt II c.ICllllt.d 01 followll
INTEREST . IALANCE OF TAX UNPAID X NUHIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Anv Hotlel 'Uued If tar thl tllC bleO"1 dtllnqu.n' ..Ill rlUlot '" Interllt ollculaUon to ,lft..n ClI) dlv,
btvOt'd the dltl of thl ......Hnt. If pIV.lnt 11 IIde Iftlr the Int.rllt COIIPutltlon dlt. .hown on thl
HoUce, addltlont1 Inttrllt INlt bl elhuhtld,
5.Pll! ~
AfV,ljOO ui. tll,qll
1. R.al E.lal. ISch.dul. AI ( 11
2, Slack. and Band. ISch.dul. B) I 2}
3, Clollly H.ld SIack/Par1ntrlhip Inlere.1 ISch.dul. C) I 3)
4, Mar1gagll and Naill Roc.i,abl. (Sch.dul. 01 ( 41
5, Ca.h, Bank D.po.ill & Milcellan.au. P.nanal Praperty( 51 --11.,..iQJL.0Jl
ISch.dul. EI
6, Joinlly Own.d Prap.r1y ISch.dul. FI I 61 3 . 69
7, Tra",l.n (Sch.dul. GIISch.dul. LI I 7)
B, TOlal Grall AII.I. Ilalalllnll 1.7)
9, Funeral Exp.nll', Admini",aliYl Ca,", Milcellanoau. I 9) .~J.t 758 . 59
ExP'",1I ISch.dul. HI
10, D.bl., Mar1gag. liabilillll, li.n. (Sch.dul. II (101
11. TOlal D.ducllon. (Iolallinll 9 & 101
12, N.I Valuo of E.lato (lin. B min" lin. II)
13, Charilabl. and GaYlrnmonlal B.quo". ISch.dul. JI
14, N.I V.aluo Subj.ct 10 Taxllin. 12 minus lin. 131
15, Amounl allln. 14 laxabl. 016% ral.
Ilnclud. ,alulI from Sch.dul. K or Sch.dul. M,I
16, Amount allln. 14 laxabl. 01 15% rato
(Includ. valulI Iram Sch.dul. K or Sch.dul. M,)
17, Principal lax due (Add lax from lin. 15 and from IIn. 16,)
18, Crodill Spoulal PaYlr1y Cr.dil Prio, Paym.nll Discaunl
+ +--.-- -
19, If IIn. 18 i. groaler Ihan IIn. 17, .nler 110. diKerenco an Iln. 19, Thl. i. 110. OVERPAYMENT.
1110
20, If IIn. 17 I. 8roaler Ihan line 18, .nler 1100 diU.renco on IIn. 20, Thill. 110. TAX DUE.
A, Enler 110. Inlerlll an 110. balanco duo on lin. 20A,
B, Enler 110. 10101 of line 20 and 2GA on lin. 20B, Thl. I. 110. BALANCE DUE,
Mak. Chock Payabl. tal Rogl,'er 01 Will" Agont
. .11 SURI TO ANSWIR ALL QUESTIONS ON REVERS! SIDE AND TO RECHECK MATH....
Und.r perlalli.. of ptrlury, I declare Ikal I have examined Ihi, return, including accompanying Icl1edultl and IloI.mlnl., and lolh. b..t of my ~nowl.dg. and blll,f,
if I, IruI, corr,d and compl'le. I dedor. Ihal all real.llolt hOl b..n '''ported ollruI market yolue, Oedolotlon of p'.parer alher Ihon Ih. perlonal repreunlatlvl h
bOI.d n olllnformallon of whi p".par.r hel an.,. knowl.dgl,
I A OTPfiTON It SPONt, mlt f1H!JO A!j], AOOU$$ . ----- OATE
r , . ~~ " l'
.. ,11",'I{- ~/!<!",..q Aoo"l",.hhn-Xrail, .GardnArs. PA 17.324
H HAt'4 !NTATlV'E Abotrss ' mE
.ll1u:hl UI f' \f ( tCl (, 200 N. Hanover street, Carlisle, PA1 701 3
...
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLSl
6'MlOOL! INITIAl!
f
COMMONWEAlTH Of P!NN~VlYANIA
OfPAUMfNT 0' ReyeNUE
om 180601
.HARRISBURG. PA 17111.0601
N N M A, I .'"
'OR DAlila' DIAlHA"IR '2'31'Q, CHICK HI"
" A S'OUIAL
'OV;Rn CUDIT II CLAIMID 0
'ILl NUMln
2194-0385
COUNTY CODE YEAR NUMBER
fa COMPl!H ADOItUS
~
e
Q
9 Appalachian
Gardners, PA
Trail
17324
Rambler, Wayne E.
IAl UiiTYFJUMI!A
r~~~':~A~H4loA~e/~;~;4
o 2, Supplem.nlal R.lurn
c~~~um~erland
o 3, R.malnder R.lurn
(far dalll 01 d.alh prior 10 12.13,82)
o 5, Foderal E.lal. Tax
R.tvrn Roquirod
0_ 8, Talal Number 01 Saf. Dopo.11 BoxII
208-64-7397
lD 1. Original R,lurn
o 4, limited E,lal.
o -10. Future Inlarelt Compromhe
Ifor dalll of d.alh aher 12.12.821
o 6, Doc.donl Di.d Tlllall 0 7, DlCed.nl Malnlained a living Tru"
(Attach copy of Will) IAttach copy 01 Tru'l)
ALL CORRISPOND.NCE AND CONfiDENTIAL TAX INfOIlMATlON SHOULD 8E DIRECUD TO,
HAM MPl MAlLIN A
Michelle R. St.Clair, Esquire
e H N NUMII R
200 North Hanover street
Carlisle, PA 17013
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(8) 1 1 , 503. 69
(11) 11,758.59
112) (2<;4 qO)
(131
(14) 0 no
(15)
x ,06"
1161
x ,15 "
%
o
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S
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)(
:!
(171
0.00
Interesl
(191
(19)
ctll~C~ here if you ore requeslino n rofund of your overpayment.
(201 _
(20AI
120BI
'. ~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (".) IN THE
APPROPRIATE BLOCKS. .
1, Old decedent make a tran~fer Clnd:
a, retain the use or income of the property transferred, "".""""""".""""""""."
b, retain the right to designate who shall use the property transferred or Its incomel
r t . .. t t
c. e oln a reversionary In eres or ......................................""...........".............
d. receive the promise for life of either payments, benefits or care? """".""",,,,,,,,
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? "'"'' """..,,,,,,.,,....................,,,,
3. Did decedent own an 'in trutt for' bank account at his or her death?...""....'''.''''..
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SCHEDULE F I
I
COMMONWIAUH 01 "NNlnVANIA JOINTLY.OWNED PROPERTY
INHIlITANCI W1UTURN
RIIIDINT DI(IDINT I
STATI OP ~ILI NUMIIR
Wayne E. Rambler 2194~0385
J.ln' ',nan'l""
NAMI ADDRUS RILATlONSHlf TO DICIDINT
A. Patricia D. Rambler 9 Appalachian Trial mother i
I,
Gardners, PA 17324
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C.
J.ln'Iv.......... PflI,./ty.
!TIM LmlR DATI
POR TOTAL VALUI DICD'S DOLLAR V ALUI OP
NUMli, JOINT MADI. DUCRIPTION OP PROflRTY OfASSn % INT, DIr.IDaNT'S INTlRIST
TlNANT JOINT
-
1. A savings account ~006- 7.38 50% 3.69
303222, Farmers Trust
Company
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TOTAL (AlIa 'nllt on IIn. 6, Rlcopll.lollon) S 3.69
(II mo,. IpOC' il n,.d,d ;,,,,11 oddillonol.h"', 0' 10m' .ill)
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STA~US REPORT UNDER RULE 6.12
Name of Decedentl~~r-
Date of Death'.)(P 17tJ/~JL
Will No. J./-ql{ - 3~ 5.
r-:-D-0l. f!fl:J._ j~ vf-M 8 L t'-{C.
90
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate I
I,
State ~her administration of the estate is complete,
Yes I. No__
2. If the answer is No, st.ate when the personal
representative reasonably believes that the administration will be
completel
3. If the answer to No.1 is Yes, state the followlngl
a. Did the personal representative file a final
account with the Court? Yes__ No...L-::::::-:
b, The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes~No
, ....
o If,
~1.~ ~~:
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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gna ture
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Name (Please t.ype or print)
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Capacity:
j.._ Personal Representative
Counsel for personal
representative
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(MAHlrmflAM3)