Loading...
HomeMy WebLinkAbout94-00546 ffi ~ Q ~\@}~ ", ..WJho COMMONWEALTH 0' PENNSYLVANIA DEPARTMf.NT m REVENUE DEPT 280601 HAIUIISBURO, PA 11128.0601 DECEDENT'S NAME lLAST, fiRST, AN LAfIBERT, I'L'<I 1'1 fl. ! . ( '. / ,j &0 INHERITANCE TAX RETlJItN RESIDENT DECEDENT (TO BE FILED IN DUPLICA'" WITH REGISTER OF WILLS) REV.15lJO EX + 111.911 ~ C,,, ~iiilli .....1.1 :z:00 1.1..... .... .. C I.. ll] Z .. ... .. Q o Z u 0 .. z o 3 ::l 0- il: ~ .. z o g .. ~ o 1.1 s I'OR DAns 0' DIATH Ami' 2/31/9' CHICK HI' IF A SPOUSAL 0 POY'RTY CRIDIT IS CLAIMID PILI HUM". COUNTY CODE ~{ NT'S COMPI!Tf ADDRESS 1111 ""I',I'HI "\"1 RU<ld ~Il'("h;llli('shtlrg, PA MIDlJLf NI ~ bC.IAl ~ECURITY NUMBER -rAt 0 Of... H AU 0' BIRTH I OJ-!I,-YI, 11-11-111 o 2, SupplemenTal Relurn o 3. 05. 1. neal E.,ale (Schedule AI ( 1 I 2. Slack. and Bond. (Schedule BI ( 2) 3. Clo.ely Held Slock/PonnBrlhlp Inlore" (Schedule C) (3'_ J. MongogBl and NOle. Receivable (Schedule D) ( 41 .. 5. Co.h, Bonk Depo.i" & Mhcelloneou. Personal Propenyl 5' (Schedule EI 6. Jointly Owned Propeny (Schedule F1 7. Tron.fers (Schedule G)ISchedulel) 8. TOlal Grall Aile" (latallinBl 1'71 9. Funeral Expen..., Admlnl"'allve Ca.I., Mlscellaneou. ( 9) Expen... (Schedule HI 10. Debt., Mongaao LlablllllBl, lien. (Schedule I) 11. T 0101 Deduction. 110101 Iln.. Q & 10) 12. Not Value of Ellale lline B mlnu. line 111 13. Charitable and Governmenlal Beque.t. (Sch.dule JI 14. Nel Value Subj.ct 10 Tax lline 12 mi.u.lin. 13) I,S. Amount of line 14 taxable 01 6% role (Indud. valu.: 'ro," S:hodol: r. or S:h.""I. M.I 16. Amount of Iln. 14 taxable 0115% rate Ilnclude valuBl from Schedule K or Sch.dule M.' 17. Principal lax due (Add lax from lin. 15 and from line 16.1 1 B. Credi" Spou.al Paveny Credit Prior Parm.n" Dhcount + $I,I,h:.,OO + $IH,OIl 19. II line 18 I. groaler than line 17, entor the dlfferenco an line 19. Thl. i. the OVERPAYMENT. me 20. II line 17 I. greal.. than IIn. 18, enler the dlfferenco an Iin. 20, Thl.I.lhe TAX DUE. A. Enter Ih. Int..II' an Ih. balance due on IIn. 2DA. B. En'er the lotal of IIn. 20 and 20A an line 20B. Thl. i. the BALANCE DUE. Make Ch.ck Payable to, Regl"., of Willi, Agont .... BUURI TO ANSWIR ALL QUESTIONS ON UVUIISIDI:ANOTO RECHECK MATH"'- Undor peneltl.. of perjury, I dlclar. thaI I hOVluomined thl. r.rurn, including accompanying sch.duhn and lIal.menn, and 10 lh. bell of my knowledge and belle! ,III !rue, correct and completl. I dldor. that all real ellal. hat blln reported allru. markel valu.. Dedoralion of preparer olh., Ihon ,he per1onol repro,ontollve I' ')Dled on uH information of whkh pr.porer hq~ any knowlldg.. ~IQ.rMllJRto' flER,~OI" RESPONSIBLE J6R fld~.Q RETURN "OMnS OAfr---.------. ~~. ~_ .. .,' " _ :-L .,' " Ildl \"'"l Itd" lI,dd,)', fill 1111,'11 " .'/ '''.'I..i''i( -~I'i'-;("9:,i1 ~V'HR ~~-W~[rH.mvr ~UDRfSS C::::::1't'~lv~ 1',11,11", E., NL'W CUlllberland, 1'1\ :!II]-II I-IIlh7 G9 I. Original Return County ClIl!llH'r I ilud o J. L1mlled Ella'e o 40. FUluro Inlerell Compromise (far dOli. of death ahor 12,12,82) [J 6. Decedent Died Tellale 0 7. Decod.n) Malnlalned a Living TrUll IAllach copy of Willi (Attach copy of Trulfl ALL CORRESPONDENCI AND CONfiDENTIAL TAX INFORMAnON SHOULD _IINlECTED TO. NAME OMPl Tf MAIliNG ADDRESS Chl1I'IL'S II, SI"ne, I':s 'I II 1 I'l' 1',0. It,,:, I': Nl''' ClIl1Ihol'lI1l1d, 1'1\ 17010 ~8. UEPHONE NUM8 1II,-lld', ~..pt' [,i1FIIVl'l' (Ie ~tUlll' ( 61 171 15, I,y 1, 3Y :~ J, lid. (II, 8.':6H,I,3 (10) :.6:1/,.21 (151 c I, 1,ldl. illJ )( .06" (161 )( .15 " (171 Inlorell CllI!'ck tmrc ., you ure H!fIUe"'f1!1 fI relunel 01 your (Jvcf,lbymcnt (1BI (19) (201 (20AI (20B) (' lJ YEAR I [ NUM8! 17055 Remainder Return (for do'" of dealh prior 10 12. \ 3.6: Fedoral Ellal. rax Relurn Requir.d Talal Numb" of Saf. Depo';1 Bo" 1 81 38,633.33 (11) (12) (13' (141 11,192,61, 27,41,0,69 27,1,1,0.69 1 ,61.6.1,1, .110 I r (lId, '''I 1,560.00 Hil ,1,1, H(" III, , ,,< _lv.1!IJ'J 1_' (l1~1 JOINTLY~~~~~~E'~OPERn_ J _ ... . is;:;~~:~:_~~m~~_~~___,_._~.~~.=~'.~---~',. ..... ..,. '---'--~=-:~TiiIiii'ITA(\ii:'::'" (JM4WtlWfAtllt u1 'HINHIV"llI' l'ltU_qA~ICI'!At .'lUHI AI~!lJUll Cllc;lllHII Joint .enant('I' ,JameH L. Pelto, 1/,.0 WeHt Road Ashby, HA .01431 ....,.._-.'1. __ll:'I:t~!.I.()!:~:,H,' ., ~ ',",," 'I ,I Bon A. NAME AllllRP.SS --..-.--..--.- _.__.._.._._.---~_.._-- ~---_._-...__.._-_._, ....' -,,,-'.'...- -- . , B. " \ . .. C. . I _____L_:....__ _... ____,._.._L........:....l_.......... Jolntlv.own.d property, -___.__0- LEniR DATE ITEM FOR NUMBE JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT ----- 1. A 6-22";92 Hellon Bank-Checking Acct. 11144-.0.0.0682 2. A 1-11-71 flDllon Hank-Checking Acc t. 11142-1.0351.0, Principal $21,4.08,56, lnterest $9.68 , .~____o___~.._..,.... "1---" -... ... . rOI'AI, VALUE" ,)UCDIi;I, 1\;,1.1"., ",IW', ,'" , OF ASS~T, '0 INT', I l)IlI'::rMi','" II itIl\H..,': -----~----_._. .11-'-"'-- $ 9,564,53 5.o~ $ 4.782,27' 21,4l8.~4 5.0%. 1.0.7.09.12 , I.. , " i I , I, l , I I ,I I ., I .' " , " \ ~ , . , I. I "I __________..._~_.~~__._._._. ,.' ...J ...._,_..._... T01',.\I, l,~h", 'Jnlr; III Illl'l i), ;.. ~'Jp" ,'I' $15 i ',91. 39 ~_____.O___"_."_' _-0_"0 .____.___.___ .__..._..~__ ..__..._.... .~___ __ 0., (If mor\1 spoco h ,~uodod im/lfl (/r1,hlin,,(/llill~(I'1 'I "Ill'" :1'; I) I ' . . . R~V-1547 EX AFP (OB-941 ~ COHHONWlAlTlI (Jf JlfNNSVlVANIA ~ DlflARHHNT Of AI\llNUE RURIAU Of !NOIYIOUAt TA)(fS om. 1..601 , :t I ~~~~~~~~~:~~ ~~H'~~';~-C l ~r.i\~[ j DATE OF DEATH 03-24-94 N " (. " ,\ C/ ACN 101 ,'I: N01ICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEO~.~,Tcl~,~cAN~ASSESSMENT OF TAX L M-' FILE NO. COUNTY DATE 12-19-94 00'-21 '94c 0546 --- - --, CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SU8MIT THE UPP~R PORTION OF TillS FORM WITH YOUR TAX PAYMENT TO THE REOISTER OF WILLS. MAKE CHECK PAYA8LE TO "REOISTER OF WILLS, AOENT" REMIT PAYMENT TO: CHARLES H STONE 414 BRIDGE ST PO BOX E NEW CUMBERLAND PA 17D70 REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE, PA 1701~ [::: :::..-:A.ounrff.:~~:_I=~'~-:~-J OUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. iIEV: is'i; - E it. j. jijs-. f oaR: 94 T - NOY f Ii E - -OF - YNH Eiii;: A N-c5 E - YA X - A-ppii'ii f S EM ENr; -j. [rOWANC E - b-Ii -..... -. - - -. - - - -. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PEARL M FILE NO. 21 9(,-0546 ACN 101 If an assessment was issued previouely, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include tho total of ALL returns assessed to date. ASSESSMENT OF TAX: 15, A.ounl of Line 14 .t Spou.11 rll. 1151 Ib, A.ounl of Line 14 I.,"ble II LlneeI/CII.' A r.l. Ilbl 17, A.ounl of Line 14 h'Mble II CoIlllerol/Chn 8 rite 1171 18. PrincipIl rlx DUI ESTATE OF LAMBERT TAX RETURN WAS, I ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL I, Reel E.tll. ISchedule AI III 2, Slack. end 80nd. ISchedule 81 121 3, Clollly Held Slook/Porlnershlp Interesl {Schedule CI 131 4. Mortgages/Note, R.ceiY~ble (Schedule OJ (4) 5. C..h/Bank Deposits/Misc. Plrsonal Property (Schedule E) IS) b, Jointly Ownld Proplrty (Schedule FI (bl 7. Transflrs (Seh.dul. 0) (1) 8. Tot.l ASllts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.l Exp.nleI/Ad~. Costa/Hise, Expense. (Schedule H) (9) 10. Debh/Morlglge L lob 11 illu/L Ions {Schedule II 1101 II. Tolel Oeduollon. 12. Net Value of T.x R.turn 13. Cherit.bl./GoY.rn~.ntll Bequests (Schedule J) 14. Nel Velue of Est.te Subjecl 10 Ta. NOTE: I X I CIIANOEO SEE DATE 12-19-94 ATTACHED NDTICE .00 .00 .00 .00 .00 15,491.39 23,141.94 lal 3B,633.33 4,479.92 2,624.21 (Ill 1121 1I31 1141 7. I 04 13 31,529.20 .00 31,529.20 .00 X .00, 31,529,20 X .06, ,00 X .15, 118) .00 1,891.75 .00 1,891.75 TAX CREDITS) PADYAMit ----- ~UCME81~T---T---1~~~~~~(:~T----- _u___ ~~~~~~-P~;;----J 06-20-94-'- MM886-2-62-J--------78.""00 1,482.oif I 09-07-94 __M~91_2~1.~__ __m_n. . 00____________~_6_~~_ J___nm INTEREST IS CHARGED FROM 12-25-94 TO 12-27-94 TOTAL TAX CREDIT t 1'64~644 AT THE RATES APPLICABLE AS OUTLINED ON THE ~-~':~~~I-NE-TOERFE-TS.AT-~-~~~--. 245..3141 REVERSE SIDE OF THIS FORM ----~ -~ ~- -- -----------~----~ TOTAL DUE 245.45 - - - - --- -- - -----~-- j , IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF AODITIONAL INfEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIMEO. IF TOTAL DUE IS REFLECTED AS ^ "CREDIT" ICRI, YOU MAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I RESERVATlOHI E.ta'.. of d.c.dln" dYing on or bllfar. Dlcuber 12, 1982 .. If anv futln lnter.st In Ih. ..tate II trnn.flrr.d 111 po.....lon or InJoyunt to Cla.. e (collahral) b.nlflctarles of the d'Clldant a".r the IMPlratlon of any "'It. for 11ft or for VUI", thl Cnllllonwlalt~ h4lrtbY Il(pr...ly "nrv.. thl rlgh' to apprftlu nnd al.... tran.flr Inhlrltnnce TIlM.' at 'h. lftwf..,l Cta.. 8 (coI1llterlll) ration any .uch future Int"Mt. PURPOSE Of HOTlCEI fa fulfill thl r,quJrQtllonts of Slctlon Z140 of the InhlrltnnCI and t:ltlltl 'al( Act, Act U of 1991. 1'l1'.S. Slctlon 2140. PAYHEHll Oltach the top portion of thlll Hotlcl and sublllt with your prlyunt to thl PIlIllttr of Wills printed on the river.. .Idl, --Hlkl chick or 1I0nlY or"d., payabl1 tOI REDISTER or MILLS, AOF.NT All PlIy..."tl recllvtd Ihall flrlt ba appllld to allY lnttrlllt which IIny bt due with nrw relullnder npplhfJ to thl tall. REFUNO (eR)1 A r.fund of a tu credit, whlct. Wi'll not roqulltatJ on tho lflM Rtturn, IIIIY b. r.quuttd by eo.plttlng an "ApJ.llleatlon for Refund of Plnnlylvanla Inharltllnc. lInd (stllta Tu" IREY-UUI. ApPlication. Itlavallablt at thl Office 0' thl Right" 0' Wills, nny of thl Zl RIVlnul Olltrlct Off1;u, or by call1nll thl IPaclal 24'hour answltlng urvlelt nu.bar. for for III orderlnll1 Ir. PlnnlylVllnla 1-800-36Z'ZOSO, out_ldl PlnnlYlvanla and within local ttarrlsburll Mill 0111 787.801)4, rOOt <1111 7n-U~1 OIurlog I.palrad Only), OBJECTIONS; Any pllrtv In lotltlSt not slItlsflld IIIlth thll IIPprnl..llant, 1I11owllncI or dllallowenct of dlductlont, or a..I...tnt of \lIlC Clneludlnll dllcount or Interott! liS shown on thlt Hotlel Ihllt Object withIn II/(\Y (601 dayt of recllpt of thl. Notlel bYI "wrlttln protest tn thl PA Olpllrtlttnt of RIVlnul, Board of ApPIllIt, nrpT. Z81021, Ilarrllburlll 114 17128-1021, OR -'Ihetlon to havI thl .,,\tar dltettlnld lit /ludlt of thl account of thl plrsonal tlprulntntlvl, OR .-applal to the Orphanl' Court. AONIN ISTRATlVE CORRECT IONS I fac'ual .rror. dllcovtrld on thil n"'ISlIlnt should be addrlSlld In writing tal PA OIPart..nt of Rlvlnu., Burlllu of IndIvidual Tuu, ATTHI POlt AII""lnt RIVilw unit, DEPT. Z80601. tlllrrltb",rll, PA l11Z8-0bOI Phonl 0111 181.6~OS. Sat PllllI 3 of the bookllt "Inltructlons for Inhlrl\llne. llIM Rtturn for a Ruldent OIOldlnt" (REY-ISOII for llO IMldaMllon (If lId.lnlstrlltlvety corrletabll Itrors. OISCOUNTI If any taM dUI I, peld within thrll III CIII.ndar 1I0nthl aftlr thl dlelJ,nt'l dlath, a flv. purc.nt (S%) dllcount 0' thl tnll paid I. 1I110Wld. INTEREST. Int.rl.t II ehergld b.glnnlng with flr.t day of dlllnqUlnCy, or nlnl (91 lonthl end ant (1) dlv fro. the da'. of duth, to the dat. of paYllnt. Ttll(u which ble..1 dlllnqu.nt b.fore Janullrv 11 1982 bltr Interllt at thl r.tl of .IM (6X) plrcent par annul calculatld at II dlllly rllt. of ,000164. All taMu which blcul dlllnqulnt on and after Januerv 1, 198Z 11I111 blllr Intlt'ut at a ratl whloh ..111 vary frol eallndar v.tlr to cahndar ylllr with that rate announud bV thl 11. Olpartn.nt of RI~lnUI. Thl applleabl. Intlrut rat.. for 1981 U....oullh 1994 arel ~ Interll' Rate 01111'1 Interolt factor Vur Inhr..t Rllt. Dtllly Inter",t rtlotor 1911 m .00OS48 1986 10% .000214 1.81 16% .000438 1987 9% .000241 I'.' 11% .000~01 1988-1991 11% .aOOSOl \915 13% .0001S6 199Z 9% .000147 1993-1994 1% .00019, 1l)9S 9% ,000Z47 --Interut It cllculated lit follow'l INTEREST . BALANCE or TAX UNPAID X NUKBER or DAYS DELINQUENT X DAILY INTEREST rACTDR "Anv Hotle. luuld after thl ttlM bueo..t dlllnqulnt will refllot an Internt calculation to flft..n <1il dlYs blyond thl dl'l of thl Uluu.nt. If plly..nt It ud. tlftlt the Intlrut co.put.tlon dati .hown on thl Notlel, IIddltlonal Inter..t .Ult bl calculat.d, PAVHEHT, D.tach the top portion of this Notte. and lub.it with your pay..nt iliad, Plvabh to the nUl and addr... prlnt.~ on thl r.v,r.. ,ide, If REtICEHT DECEDENT .akt chick or "onlY order Plyftbh tOI REGISTER OF WILLS, AGENT. If HON-ReSIDENT DECEDENT uk. chick or lonlY order payable tal COt1HONWEAL TH OF PENNSYLVANIA. All pay..nt, recelvld shall be appllod flr.t to any Inter..t which lay bl due with Iny r..~Jnd.r applied to the tax, Rf,fUHO (CR)I A r.fund of G tl~ crldlt, whiCh Will not roque.ted on tho TaM Return, lay be roqua,ted by coaptttlng an "AppllobtJon for R,fund of Plnn.vlvanla Inhorltance nnd Estata YaK" (REV-I!!3). Application. ar. ftv~11abl. at thl OffiCI of thl R'lIh~8r of Will's, Iny of the 23 RavenuI District OHic8I or frOI the OIPart"lnt" 24"hour anlwlrlng lervlc. nUMblr. for for.. ordlrlngl In P.nnlylvnnln 1-800-362-2050, out,lde Plnnsylvanla arld w1thJn local Harrisburg area (717) 787-8094, TOOl (717) 712-2222 Olnrln" IIIPftlrlld onlY). REPLY TOI OUlltion. rlgardlng errors contained on thll notlcl Ihould be addru..d tal PA Ollpart.,nt of R.....nu.., Buruu of Individual TalC", ATTNI Po.t Auuulnt RevlllW Unit, Dep\, 280601, Ilarrilburg, PA 17128-0601, phon. (117) 787-6505. DISCOUNT I If any tile dUI II paid within throe (3) calendar 'onth. aft., thl decedlnt'. dlllth, a flvI perclnt (SiD dhcount of thl tax paid II allowld. INTEREST I Interut I. charged big Inning with flrlt day of dlllnqueooy, or nlnl (9lllonth. and a/II (1) day fro. thl dati of death, to thl date of pay.ent. TalCU whiCh becalll dlllnquent blfor. January I, 1982 bur Intlrut at the rate of Ih (6%) p.rcent per IlnnUI clllculotod at a dally rate of .000164. All talCU which blcalll delinquent on and after January I, 1982 wIll bear Intlr..t at n rate which will vnry fro. calendar y.ar to cnllndnr Ylar with that rate announc.d by the PA Depart..nt IIf RlvenuG. The appllcnblG Inhrut rtUot for 1982 through 1995 arel V.ar Int.r..t Rata Oalh Inhrut fnctor VllIllr Intornt Rate DailY Inter..t Faotor 1987 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .000301 1984 11% .000301 1992 9% .000247 1985 13% ,000356 199]-1994 1% ,000192 1986 10% .000274 1995 9% .000247 "Inter..t 11 calculated .. f01l0WII INTEHEST = BALANCE OF 1AX UNPAID X NU"BER DF OAYS DELINQUENT X DAILY INTERES'r FACTOR --Any Notlcl I..u.d nfter thl talC blco... d.llnquent will rafleet an Interl.t oalculatlon to flft..n (IS) dnv, b.yond thl date of thl a.......nt. If pay..nt II lad. nftlr thl Int.r..t co.putatJon dati 'hoMn on tht Notlo., additional Int.r..t IUlt b. calculat.d. .1 ." H, " . I' .1 I; "I iI. I' ,. IJ, c?.A-U I l'Iq' #,.u;t ~. C2..u..L. ' '7n . -- -. - jr' tZ..I (11/2::3l:!tl'l. PI'f3, '1 I I 1 I I I I. I I ! I RI'!C(;I".;' !l0'/ " '95 JAIl 2? bhilli Cur,II;,,,' I, , i I ',II '; ',' " j; ,. , .. ',. .. , "I ',:'!I fI.!!l:l J ..irt J" PA ,I,' !,,{, "'I,'lL.j; I , , .', ", ", II. ;'", 1'1, " " ,'. '", 1',1 '" 'I', ,. , " " , , ,'" ," " "H, ' l. . " " L I' , ""'j ~ ' ',. ." '.,' ~ , ' I' '. ..... t"'i'l~" . .' ,I ". 1.1:j I' :,\ . ~.. " . . I "l,b.:j l'IOR CJ1\~,1:!: 'l1q;\ .~l~ ", . I, )', , .i " .... , " ....., .. ......'" ~.! I/v)a . ~ 7' ;PI/~b c:!~~ ~ ~ e.~ / (:;Ja. ''(- / 3 111./1/.1111I"" ".tI" /I" .11,,,1/ ,/1/""'.1,,,'//1 " " ., ,",' '. ,. ../' II I, ",\. 0" ,I, . .. .1 '.I .' , ...... ;, l ,. , , " I,) f: ~ . J~tl- I"'lfll\j -""'1, -.-....... '7l'/~.<II .L;. , , "i" :'/1' I' , 'I ". IP , 'I. y. , ., I I I ii, ,. n '. .. !/ \ 'I' I . .. .' '1 1,1,: , ~,\ .. .... ............---- """..4l4'II~~.-tt~....., I . " I j" , I " " ,. '~ , / ,.