HomeMy WebLinkAbout94-00664
. - -. _......' _. .-
REV-1S43 EX AFP (1-911 *'
c' \ .;.: TH Of PENNSYLVANIA
It. ,.,.tJH OF REVENUE
BUREAU OF INDIVIDUAL lAkES .
DEPl. Zl06DI
HARRISBURG, Pi 17128-0601
19-.:1...)..,1-7
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
:~.,-/
NO. 21 - q tj-
94126954
06-28-94
ESTATE OF KREGER
5.5. NO. 186-26-4643
DATE OF DEATH 04-16-94
COUNTY CUMBERLAND
TYPE OF ACCOUNT
A ~ SAVIHGS
CHECKIHG
TRUST
CERTIFICATE
REHIT PAYHEHT AHD FOKHS TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
IDA
KREGER JR
10118 RED MAPLE
SHIPPENSBURG
LEON W
LN
PA 17257
FIRST CITIZENS MATIaNA tin pravld.d the D.p.rt..nt with the In'ar..atlon 1 ht.d b.law which hn bun u..d In ulculatlng the
potantlal t.x du.. lhalr racard. Indlcata th.t .t th. daath of the abav. d.c.dant, vau w.r. a Joint ownar/b.n.flclarv of thl. .ccount.
If vou '.al thl. In'ar..tlan I. Incarr.ct, pl.as. obtain wrlttan corr.ctlon fro.. tha 'Inanclal Institution, attach.. copy to thl. for.
~n~ r.tll~" It tn th. ~hnv. ~rlrlr.... Thl. ~r.c~unt I. taxahl. In accnrdanr.a with the Inh.rltanc. l.. l.w. 0' the ~a..anwaalth of P.nnsylvanl..
Qu..tlon. ..v b. an.w.r.d by calling (717) 787.8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS
Account Ho. 02-004646-07 Doto 10-23-85
eltabll,h.d
Account aalanc. 2,882.22
P.rc.nt Ta..bl. X 50 . 000
AMount Subjoct to Tox 1.441.11
Ta:-c Rat. X .06
PotonUo1 TOK Duo 86.47
PART TAXPAYER RESPONSE
CDI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON .THIS NOTICE I
A. c:J Th. .bov. Infor.atlon .nd tax dua I. corract.
I. You .'V chao.. to ra.lt p.yaant to the R.gl.t.r 0' Will., with two cop I.. 0' thl. notlc. to obt.ln
. dl.caunt or .vald Int.r.st, or you ..v check box "A" and r.turn thla notlc. to the R.gl.t.r a'
Will. and an of,lcl.1 .....'..nt will b. Illu.d by tha PA D.p.rt..nt of R.v.nu..
To In'ur. prop.r cr.dlt to your .ccount, two
(21 copla. of thl. notice ..u.t acco.p.ny vour
p.y..nt to tha Ragl.t.r of Will.. H.ka chack
p.v.bl. tal "Raglst.r a' Wills, Ag.nt".
NOlEI If tax p.v..nt. ar. ..d. within thr.a
(1) aonth. 0' the d.c.d.nt's d.t. 0' d..th,
you ..y daduct . 5X dl.caunt of the t.. due.
Any Inharltanel tex due will bseaa. d.llnquant
nlnl ('I aanth. a,t.r thl d.t. 0' d,.th.
[CHECK ]
ONE
BLOCK
ONLY
B. 0 The .bov. ....t hn bun or will b. raporhd and ta. paid with thl P.nn.ylvanle Inh.rltanca ...
to b. '1lad by tha dac.d.nt., r.pr..sntatlv..
C. ~~h' above Infar..tlon I~ncarr.et and/o~.bt. and daductlon, war. p.14IbV-wau.
~YoU .Ult caaplat. PART l!J .nel/ar PART ~ balow.
r.turn
If ~ou lndlc.t. . diffar.nt t.. rat., pl..,. ,t.t. ~our
r.l.tlon,hlp to dee.d.ntl
OFFICIAL USE ONLY 0 AAF
PA DEPARiHENTOF REVENUE
PART
~
lAX k~IUKN - COKPUTATIOH
LINE 1. Dat. Eat.blt.h.d
2. Account Balance
3. P.rcant T.~.bl.
4. AMount Subj.ct to Ta.
5. Debt, and Deduction,
6. A.Dunt Ta.abl.
7. Ta. Rat.
8. Ta. Dua
TA:: er; .JCItlUTRU:lT ACCOUNT::
OF
1
2
3
4
5
,
7 X
8
PART
~
DATE
DEBTS AND DEDUCTIONS
PAll
1
2
3
4
5
6
7
8
CLAIMED
....
X
,:
.,) ~r
DESCRIPTION
,,__ C,
, """
AMOUNT PAID
PAID
PAYEE
'" '-~ ~ ~
.
Und.r p.nal Ue,
let. to th. b.,t
J.
TOTAL IEnter on Lln. 5 of Ta. COMPutation)
of p.rjury, I d.clar. that th. fact, I
nowlndg. and belief.
.
hay. reported abov. ar. true, correct
) !i] J. - ~,'2a ;)-
)
ond
HOME
WORK
(1/7
(
'1'(
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX AsseSSHeNT with 'Ppllc.ble Inter.st b...d on Infar..tlan
lubaltt.d by the flnancl.l Inltltutlon.
2. Jnh.rlhlncl tax b.co... d.Unquant nine .onthl .ftar the a'cldant'. d.ta of d..th.
3. A Joint .ccount h t..abl. eVln though the dlc.d.nt". nall;e NU addld .. . ..tter a' canveni.nc..
4. Accounh Uncludlng tho.. held betw..n husband and wlfl) which the d.cad.nt put In Joint n.... within ons vaer prior to
daath ar. 'ully t...bl. .. tranahr..
5. Account. ..tabll.h.d Jointly b.t...." hu.band and wi'. .ar. than an. v.ar prior to d.ath .r. not taM.ble.
6. Accaunh h.1d bv . d,cldant "In trult 'or" another or ath.r. ar. taxable 'ully.
-' r-...
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BLOCK A - If the lnfar.aUon and co.put.Uon In the notice .ra cornet and d.ductlan. .r. not b.lng c.....d, pl,ce III "X"
In block "A" of Part 1 of the "TIIlPay,,. RUponu" ..cllan. Shin two cap I,. and .ub.1t th.. with VOYr ch.ck 'or th. ..aunt a'
tax to the A.glltar of Will. a' thl countv Indlcat.d. 'h. D,part..nt of R.v.nu. will I..u. an o"lcl.l ..I....ant
(Far. REY.15.... EJO uron r.caJpt of the Rlturn fraa the Ragltt.r of Willa.
Z. alOCK II . If the ....t Ipaclfl.d on this noUn h.. b..n or will b, repart.d and t.. paid with the P.nn.Ylv.nla Inh.rit.nc.
Tax Return fllad by the doc.dlnt". npr..."t.Uv., pl.ca an ")e" In black "a" of Part 1 of the "TaMP'V'" Ra.pon.." .actlan. Sign an.
copy and ,.aturn to the PA Oaplrt..nt 0' R.venu., Bur.au of Indlvldu.1 T...., Oapt Z8D6Dl, Harrl.burg, PA 17128-D601 In the
anv,lope provld.d.
3. BLOCK C - If the notlc. Infar..tlan 1. Incarr.ct and/or daductlan. ara being clal.'d, ch.ck black "e" and co.,late P.rt. Z anrl 3
.ccardlng to the In.tructions below. Sign two copla. end .ublllt th.. with your ch.ck far the ..aunt of tllX p.y.ble to the Raglst.r
of WHh of the county Indlc.t.d. 'hi PA Depart..nt a' Revanu. wlU Inu. an official ........nt (for. REV-1548 EX) upon r.c.lpt
of tha r.turn 'roll' the R.ghhr of Willi.
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
1. Ent.r
HOTEl
the d... the Kcaunt orlglnallv wa. ..tabllshad or tltI.d In the .aMlr aMlstlng .t d.t. of dllth.
far a d.cedant dvlng .Uar 12/12/821 Account. which tha d.cad.nt put In Joint n.... within ana (I) v..r a' de.th ara
tuab" 'ully .. tran.f.r.. How.v.r, there h an a.clullan not to .xc..d U,DOD par tran.hrsa r.g.rd.... of the v.tu. of
tha account or the nuabar of account. h.ld.
If a daubla a.tarlsk 0..) eppllr. befor. vour Unt na.. In the addr... portion 0' thh notice, the U,DDD .xclullon
a1raadv h.. b..n deducted fro. the account ba1anca III r.part.d by the financial In.tltutlan.
Z. Ent.r the total b.1anca a' the account Includln1 Int.rl.t accru.d to the data of d..th.
3. Th. p.rcent of tha account th.t II t..abl. for a.ch survivor II dat.r.lned a. 'oltawsr
A. The parcent t.xabl. far joint ...... utablhh.d .ara than one y.ar prior to the d.cad.nt'. d..th,
DIVIDED IV TOTAL NUHIER OF
JOINT OWHERS
b..plar A Joint ....t r.gl.tand
DIVIDED IV TOTAL HUHIER Of X 100 . PERCENT TAkABLE
SURVIVINQ JOINT OWNERS
In tha n... of tha dlc.d'nt and two othar par.on..
1 DIVIDED BY :5 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .167 X JaG . 16.7X UAkABlE fOA EACH SURVIVOR)
B. The parcent t.xab" far ....t. cnatad within on. Vllr a' the d.c.d.nt.. d..th or .ccaunh awn.d by the daCld.nt but held
In tru.t for anoth.r Indlvldual(.) ttru.t b.naflchrl..h
1 DIYIDED BY TOTAL NUHBER OF SlmVIVIHG JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAkABLE
E.'.pl., Joint ,ccount rlglst.r.d In the nae. of thl d,cld.nt .nd two ather p.r.~n. .nd ..tablllh.d within on. y.ar of d..th by
the d.cad'nt.
1 DIVIDED IV 2 (sURVIVORS I . .50 X 100 . SO" (TAXABLE FOR EACIl SURVIVOR)
4. The ..ount aubject to t.x (I In. 4) II dehr.ln.d by .ult1plYlng the account b.l.nc. Uln. Z) bV the p.rc.nt t.xable Uln. 3).
c F"t.~ ..,. tntnl a' the .:!:t:tc and C:~i:f.lt.HCl.~1 11.tlllJ I" P.ll 3.
6. Tha "aunt t.xabl. Ulnl 6J Is d.teulnad bv subtr.ctIng the dabtl .nd d.ductlonl CUn. S) 'roe the a.aunt .ubJ.ct to t.1C Uln. Itt).
7. Ent.r the approprl.te tax r.t. Clln. 7) .. d.tar.ln.d b.law.
A. Tr.na'lrs to lIna.l ducand.nt. Including f.thar, aathar, hu.b.nd, wifl, .an, daughhr, grandchlldr.n, .on-ln-Iaw,
d.ught.r-In-Ilw, .t.pchlld and their 1.lua ar. t.xabla at .Ix p.rClnt (6~).
B. Trana'.r. to all oth.r. Including brother, .Istar, unCia, eunt, naph.w IInd nl.c. ar. tax.bl. at flftean perc.nt (15:0.
C. If YOU ch.ng. the talC rat., pl.... ap'Clfy your ralatlan.hlp to the d.cad.nt In the .r.. provld.d.
8. Tha .eount a' tax due Clln. 8) Is dahr.lnad by ,ndtlplylng the a.ount ta.abl.. Clln. 6) by the t.1C rat. Uln. 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allow.b1e dabts and daductlan. are dlter.ln.d a. fallowlI
A. You laga11y .r. ra,pon.lbl. 'or ply.ant, or the a.t.t. .ubJ.ct to .d'lnl.tr.tlon by a p~r'on.l r.pr..ent.tlv. I. Inlufflcl.nt
to p.y the daductlbl. It....
.. You actually paid tha dabt. .'tar de.th of the d.cad.nt end can 'urnhh proof of paY.'nt.
C. Dabt. b.lng cl.l..d .ult b. It..I,.d 'ully In P.rt 3. If .ddltlonel .peca I. nladad, u.. pl.ln plp.r 8 1/2~ x 11~. Proof of
p.v.ent .ay be raqu..tad bw the PA D.p.rt.ant 0' R.llenua.
TAXPAYER ASSISTANCE. . .. . > ...... ...
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACTANV
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRVUNXTIN.
HARRISBURG AT (717) 787-8327.
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Leon W. Kregor. Jr.
10118 Red Maplo LanD
Shlppensburo. PA 17257
"
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/'-/-;(..26-3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
. R[V.15'j()~lX+ (11..11
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COMMONWEAUH Of PENNSYLVANIA
DEPARlMENlOF IIf-VENUE
DEPr. 780601
ttARAIUUAO,'A 11128.0601
M M
II
Thornwald lIome
442 Walnut Bottom Road
co~arlisle. PA 17013Cumberland Count
o 3. Remainder Return
(lor dotel of deolh prior to 12.13.621
o 5. Federal eslate Tax
Return Required
_ 8. Tolol Number of Safe Dopolll Box IS
OllfOfldRtl
11-7-05
Supplamental Return
fOR OATIS Of DrATH AFTIR 12/31/91 CHICK HIRI
If A SPOUSAL
POVIRTY CRIDIT IS CLAIMID 0
fill NUMBER
al
COUNTY CODE
M A
'1'-1
YEAR
ot,t,L/
NUMBER
o 4. limited Ellole 0 40. Future Inloros' Compromise
(for dolel of death oller 12.12.62)
o 6. Decedent Died To,toto 0 7. DOCldenl Maintained a living Trull
(Allach copy of Will) (Alloch copy of TrUll)
ALL CORRES~ONDENCE AND CONFIDENnAL TAX INFORMATION SHOULD BE DIRECTED TO.
AM M l MAlLIN A
MARK. WEIGLE AND PERKlNS
126 East King ~~~~et
Shippensburg, PA 17257
1.497,56
( 6)
( 71
1,990.53
:-,
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I
j..l
( 6)
3.488.09
1. Reol Eltote (Schedule A) ( 11
2. Slock. and 60nd. (Schedule 6) ( 2)
3. Clolely Held Stock/Portnenhlp InterOlt (Schedule C) (3)
4. Mortgoge. ond Note. Receivable (Schedule D) ( 41
5. Cosh( Bank Dopaslls & Miscellaneous Personal Praperty{ 5)
(Scnedule E)
6. Join"y Owned Property (Schedule F)
7. Tronlfe" (Schedule G) (Schedule LI
8. Total Gran Anets (Iolalllnes 1.7)
9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9)
Expen... (Schedule H)
10. Debt., Mortgoge lIabllitle., lien. (Schedule II
11. Totol Deduction. (total line. 9 & 10)
12. Net Value of E.tote (line 6 mlnu. line 111
13. Charitable and Governmental Boquests (Schedule J)
14. Net Value Subled 10 To)( (line 12 minus line 13)
15. Amount of line 14 ta)(oble at 6% role
(Include volues from Schedule K or Schedule M.)
16. Amount of line 1.4 ta)(abla at 15% rate
(Inciud. voluel from Schedul. K or Schedule M.I
17. Prlndpoltox due (Add lax from line 15 ond from IIno 16.)
18. Credit I Spousal Poverty Credit Prior Payments
+ +
19. If line 1811 greater than Une 17, enter the difference on line 19. This Is the OVERPAYMENT.
Ii!D
20. If line 17 Is greater than line 18, onter Ihe difference on line 20. Thllls the TAX DUE.
A. Enter thlt Inlerelt on the balance due on line 20A.
Kre er Ida A.
" M
OCI"
.,
o A H
7.407.75
(10)
(151
(16)
Olscounl
Check hero if you are requeslln9 a refund of your ovorpayment.
(II)
(121
(13)
(141
7.407.75
(3.919.66)
186-26-4643
IX! I. Original Return
4-16-94
o 2.
)( .06 =
(3.919.66)
NONE - INSOLVENT
David P. Perkins Es uire
H M'
532-7388
lC .15 =
(17)
Inleroll
(161
(19)
(201
120A)
(206)
6. Enter the tolol of line 20 ond 20A an line 206. Thil II the BALANCE DUE.
Mak. Check Payabl. tal Regl.'e, of Will., Agen'
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
lInder penalllal of perjury, I dedare Ihat I hava examined Ihll return. Including occompanylng "hedulel and stalements, and 10 the bell of my knowledge and belief,
it Is true, (orrect and completa. I daclar. that 011 real eltol. hal been reported 01 true market value. Oeclaration of preparer 01 her than the perianal rlprelantatlve II
bOI on alllnformallon of which preparer hal any howl.doa.
iO It P It ON R 5PO II A IN A U N ADDA DAlE 7- 2,8-'l Y
Leon W. Kreger. Jr.. 10118 Red Maple Lane. Shippensburg. PA 17257
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David P. Perkins. 126 E. King St.. Shippensburg. PA 17257 7-2~-qV
_1V-ISOtU.IJ.llI
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.a.. Print or l .
FilE NUMBER
COMMONWfALTH o. ,eNNSYlVANIA
INHllnANel fAX lnulN
"SIOINT DlelDINT
ESTATE OF
Ida A. Kreger
(All pre,ortv lolnlly.ownod with tho .Ight .f Iurvlvoflhlp mUlt b. dlsclos.d on Sch.d"l. '1
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
I.
Thornwald Home - resident's fund 5-8-94
5.86
127.20
2.
Capital Blue Cross - refund 5-13-94
3.
United Church of Christ Homes - 5-11-94 refund
1.364.50
,
S 1 497.56
(A"ach oddlllonoISV.. x 11" ,h..lIlf mar. .pacoll nud.d.)
td;,,~,.:':""'''~~''~'_W_''~~''~W'\'~''':->- __"_''',''~M~^,.'''-' ....., ! \",;~~~;::'T' . :~~~";T
.
.1~.1.509U+J'.nl 1 d
COMMONW"U" 0' "NNmV.NI. SCHEDULE "F" .
IHHUIlANCE fAX RnURN
""'DIN' D,CIDIN' JOINTLY-OWNED PROPERTY
ESTATE6r-~ ~-,-- = -=~--l'fLENln^ilER~~"-- ------~---
Ida A. Kreger
Join' t.non'(.)'
NAME
A. Leon W. Kreger
ADDRESS
10118 Red Maple Lane
Shippensburg, PA 17257
RELATIONSHIP TO DECEDENT
Son
8.
C.
Jolntly...wn.d proporty.
LmER DATE
ITEM FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE OF ASSET 'MoINT. DECEDENT'S INTEREST
TENANT JOINT
1. A. 8-1-89 Orrstown Bank Checking Accoun
o 5-44019 1,098.18 50% 549.09
Accrued interest to date of
death .66 50% .33
2. A. 10-23-85 First Citizens National Bank
Checking Account
002-004646-07 2,879.16 50% 1,439.58
Accrued interest to date of
death 3.06 50% 1.53
TOTAL (Aho onl.r on IIn. 6, Rocopllulo'lon) S 1,990.53
(If mOrl spoce ;1 "..cl.d inserl additional .h..,. of lame size)
U\I-';Il"" (1.111
ITEM
NUMBER
,,~:J~:~...
-MUll'
COMMONWEALTH Of PENN~VLVANIA
INHeRITANCE lAk anURN
RUIDfNT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploa.. Print or T .
R
Ida A. Kreger
DESCRIPTION
A. Funoral Expon...,
B.
2.
4.
C.
\,
2.
3.
4.
5.
6.
7.
8,
\,
Morse & Kleese Funeral 1I0me. Inc.
1I0ffman-Roth Funeral Home. Inc.
1,
Admlnl.tratlv. Ca.lI.
Personal Representallve Commllllons
Social Security Number of Personal Representollve:
Year Commllllons paid
Allornoy Fees
Mark, Weigle and Perkins
3,
family. Exempllon
Claimant
Add..1I of Clolm~nt at decedent's death
Street Addrell
Rolollonshlp
City
Stato
Zip Cod.
Probate Foos
MI.eollanoouo bpon....
Register of Wills, Cumberland County - filing Insolvent PA
Inheritance Tax Return
Thornwald Home - 5-6-94 statement
TOTAL IAlso ontor on Uno 9, Rocapltulallon)
(If moro .paeo I. noodod, In..rt addltlonollhootl of .am. 1110,)
AMOUNT
2.260.00
2.056.00
200.00
10.00
2.881. 75
S 7,407.75
\' ,
REV-lS47 EX AFP (08-94)
COHHONWEAlTH Of PENNSYLVANIA
DEPARlHENT OF REVENUE .
BUREAU DF INDIVIDUAL lAMES *
DEPl. ZlO6D 1
HARRISBURD, PA 171zs-D6Dl
:J"J ~,
c..
NDTICE DF INHERITANCE TAX
APPRAISEHENT, ALLDWANCE DR DISALLOWANCE
DF DEDUCTIDNS AND ASSESSHENT OF TAK
ACN 101
DATE 11-28-94
EST TE OF FILE NO.
DATE OF DEATH 04-16-94 COUNTY CUMBERLAND
NDTE. TD INSURE PROPER CREDIT TO YDUR ACCOUNT, SUBHIT THE UPPER PORTIDN OF THIS FDR" WITH YOUR TAX
PAYHENT TO THE RECISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER DF WILLS, AGENT"
REMIT PAYMENT TO:
DAVID P PERKINS ESQ
MARK WEIGLE B PERKINS
126 EKING ST
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount Raltltt.d
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
'iiE"v=is4-i-Ex-A'iij'--fiiii:94Y-iliiYicniF-YNHEiiii'A;ici-Y'{x-iipjiiiiiisEHEil'r;-;m,-OWANcE-oli-n-----..m----
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF KREGER IDA A FILE NO. 21 94-0664 ACN 101 DATE 11-28-94
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. R..l e.t.t. CSchadul. A) (1)
2. Stock. and Bond. ISchadul. OJ (2)
3. Clo..ly Held Stock/Partn.rahlp Int.r..t ISch.dul. C) (S)
4. Horta.g../Not.. Receiv.ble ISch.dul. DJ (4)
5. Ca.h/D.nk Dapollt./H1Ic. Parlan.l Property CSchadul. EJ (5)
6. Jointly Owned Property (Sch.dul. FJ (6)
7. Tran.f.ra CSch.dula OJ (7)
8. Total A...t~
I CHANCED
,00
.00
,00
.00
1.497.56
1.990.53
.00
IBI
3.488.09
APPROVED DEDUCTIONS AND EXEHPTIONS:
t 7,407.75
9. Fun.ral e.p.n.../Adll. COI a/Hl.o. E.pan... (Sch.dul. H) (9)
10. D.bt./Hortgag. Liabl11tl../L1.nl (Schedule Il (10) .00
11. Total Deduction. (11)
12. H.t Valu. of T.. R.turn (12)
15. Charltabl./Gov.rn.lntal a.qu..t, ISchadul. ~) (13)
14. N.t Valu. of e.t.t. Subj.ct to Ta. (14)
NOTE: If an assesBment was issued previously, lines 14, IS and/Dr 1&, 17 and 18
reflect figures that include the total of 6hh returns assBssed to date.
ASSESSHENT OF TAX:
15. Altount of Lin. 14 at Spou.al
16. Altount of Lin. 14 taxabl. at
17. Altount of Lln. 14 ta.abl. at
18. Principal Ta. DUI
TAX CREDITS:
PAYHENT
DATE
7.407 70;
3.919,66-
,00
3,919,66-
will
,..t.
LJn..l/Cl... A rat.
Coll.tur.l/Cl... Drat.
1151
1161
1171
.00
.00
.00
X .00.
X .06.
X .15.
UBI
.00
.00
,00
.00
RECEIPT
HUHBER
DISCOUNT I + I
INTEREST I-I
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
,00
,00
.00
" IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED,
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. I
'.,
Ie
('..1
:...,
I:.
'J
...)0
RESERVATION. E.tat.. of ~cedant. dying on O~ b,'ar. D.c.abar 12, 1'12 -. I' any 'utur. Intar..t In the ..tata I. tran"'r~ad
In po.....lon Dr anJaw.ant to Cia.. . Icoll.tar.l) baneflcl.~I.. of the d.c.dant .,t.r the .xplr.tlon of anw ..tate far
11'. or far ~'ar., the Co..onwa.lth h.rabw ..pr'..lw ~..arvI. the ~IDht to appral.. and ...... tran.f.r Inh.~ltanc. Tax..
at the law'ul el... . Icollat.ral) rat. on any .uch 'utur. Int.rl.t.
PUIlPO.. OF
NOTICEr To 'u1flll the requlra.anta of S.ctlon 2140 a' the Inh.rltanc. ~ E.t.ta Tax Act, Act 22 of 1991. 72 P.S.
SacUon Uta.
PAVttEHT. Det.ch the tap porUon of this HoUea and .ubalt with your paw..,..t to the RIght.r 0' Wills prlnt.d an tha rav.r.. .Ida.
--Hu. ch.ck a~ aon.y ord.~ p.v.bl. tOI REGISTER OF HILLS, AOENT
All p.y..nt. recalv.d .hall flr.t ba appllad to any Intere.t which .av b. due with anw ra'.lnd.r applied to the t.x.
REFUND ICA), A r.'und of . tax cr'dlt, which wa. not ~.qu'lt.d an the T.x R.turn, .av b. r.qu..t.d bW co~latlng an "Application
'or Rlfund of P.nn.vlvanle Inh.rltanc. and E.t.t. '.x" IR[V.1SI3). Application. Ir. .vellabl. .t tha Offlc.
of the R.gl.tar of Will., anw of the 2S R.vlnu. DI.trlct Q'flce., a~ bv calling the .plcla1 24-haur
answ.rlng .arvlc. nuabara far 'or.. ord.rlng, In Plnn.y1v.nla 1-aOo-562-2D5D, out.ld. P.nn.Ylvanla and
within local H.r~l.burg ar.. (717) 71'-8094, TDD' (717) 772-2252 (H..rlng I.palrad Onlw).
OaJECTIONS. Any p.rty In Int.r..t not satl.fl.d with the appr.I....nt, .110wanc. or dl..110wanc. 0' dlductlon., or .......ent
of t.. IInc1Udlng dllcount or Intara.t) aa .hown on thl. Natlc. au.t abJact within .IMtv (60) d.W. 0' racelpt 0'
thh NoUce bwr
ADHIH
tsTRATlYE
CORRECTIONS.
--written prot..t to tha PA Dap.rt.ent of A.v.nue, Ba.~d of App.al., DEPT. 211021, H.rrlsburg, PA 17121-1021, OR
--.lactlon to h.v. tha ..tt.~ detar.lnld at audit a' the .ccaunt of the par.onal repra.entatlva, OR
--app..l to tha Drphanl' Court.
DlSCOlMTI
F.ctua1 error. dlacov.r'd on thla .....I..nt .hould b. .ddr.I..d In writing to. PA D,part..nt of Aavlnu.,
Bureau of Indlvldu.l T.x.a, ATTN. pa.t A.......nt Revl.w Unit, DEPT. 210601, Ilerrhburg, PA 17121-0601
Phone (717) 787-6505. S.. pIg. 5 0' the boakl.t "In.truatlon. 'or Inh.rlt.nc. TIM R.turn far I R..ldent
Dlc.dlnt" IREV-ISo1) far an .xplan.tlon of .00Inlatr.tlv.lv corr.ctabl. ,rrar..
I' any taM due I. paid within thr., (S) ca1and.r lonth. .ft.r the dlc.d.nt's dlath, I flv. p.rclnt (5~) discount of
the tax P.ld I. allowld.
Intar.at Is char gad b'Glnnlng with flr.t dlV of d.llnquency, or nlnl (9) .anth. and ana II) d.w fro. the dlta of
d..th, to the d.t. of p.v..nt. T.xal which b.c... dl11nquent b.for. Januerw 1, 191Z ba.r Int.rl.t .t thl rata of
.IM (6X) p.rc.nt p.r annul calculat.d .t . dally r.t. of .000164. All t.x.. which bac... d'llnquent on and .ft.r
Janu.rv I, 1912 will b..r Int.r..t at . rate which will vary fraa calendar ya.r to c.llnd.r ya.r with th.t rata
ennounc.d bV the PA Dap.rt.ant of Rav.nu.. Th. app1lcabl. Inter..t rat.. for 1912 throuGh 1994 .r..
INTEREST,
~ Inter..t R.ta Dallv Intaralt rector !!!r Int.rut Ra'te D.IJy Int.re.t F.ctar
1982 ZOX .OGD541 1916 I'~ .00027"
1915 16~ .0DDUI 1917 .. .DDD247
191" 1I~ .DOD3Dl 1'11-1991 IU .ODDSDI
1915 1S~ .ODDSS6 1992 9~ .000247
1995"I994 7X .000192
--Int.r.at Is ca1cul.t,d .. fallow..
INTEREST . BALANCE DF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Anv Notlc. I..uad .ft.r the tax b.coe.. delinquent will raf1.at an Intar..t c.lculatlon to flft..n (15) d.v.
b."and the -d.t. of the ........nt. If p.y.ent II .ed. efter the Intere.t ca.putatlan d.t. Ihawn on thl
Notlca, .ddltlon.l Int.re.t aust b. calcu1.t'd.
t
REGISTER OF WII.I.S. CUMBERLAND COUNTY
;/ 1- q, 1- (:'{, {, t/-
STATUS REPORT UNDER RULE 6.12
..
Name of Decedent I Ida A. Kreger
Date of Death: April 16, 1991,
.i.J -7
'I
Ci\.
CUi.
"
Will No.
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:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
J. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal acconnts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
e. Insolvent PA Inherit~ax Return filed
~ '0"', ~
Signature
Datel J'd ~~ IH~
C I
David P. Perkins. Esquire
Name (Please type or print)
MARK, WEIGLE AND PERKINS
126 East King Street
Address
Shippensburg, PA 17257
( 717 I 532-7388
Tel. No.
II
(MAHlrmf/AMJ)
Capacity: Personal Representative
X Counsel for personal
representative
,."
,4
I
PURPOSE OF
NOlICEI
To 'ulfUl the raqulraaants of Section 21'0 of the Inh.ritanc. and E.tat. Tlx Act, Act 22 of 1991. (72 P.S.
Sactlon ZIU).
PAYHEHTI
Detach the tap portion of thl. 'Hotlca and .ub.lt with vour pav..nt to the Raglltar of Willi printed on the
rever.. .Id..
__ Hake chack or .an.v order payabla tOI REG ISlER Of WIllS, AGENT.
All pav.-nt. received .he11 flr.t bt applied to any Intare.t which .ay b. du., with any ra.alnd.r applied to the tax.
REfUND (CR) I
A rafund of . tax credit, which "'u not raquutad on the tax return, .ay b. requa.tad by ca~I.t1ng 1Nl "AppllclUan
'or Ra'und a' P.nn,Y1vani. Inharltance and Estata T.x" (REY.lS1SJ. Appllcltlan. are aval1abla at the O"lc. of
tha Regl.tar of WIlli, any of the 23 Rav.nue DI.trlct Offlc.. or by cIlllng the IPlcl.1 24-hour an.warlng ..rvlc.
null'bar. far 'or.. ardlrlngl In Plnn.v1vanla 1-8DD-'62-2D50, out.ld. P.nnlylvanla and within local
Harrl.burg ara. (717) 787-8094, TDD' (717) 772-2252 CHa.rlng I.palrad Only).
OIJECTIDHSI Any p.rtv In Intar..t not ,ltl.,I.d with the .ppr.II...nt, .110wanc' or dl.allowlnc' of deductlont or .....I..nt
a' tax (Including dl.caunt or Intlr..t) a. .hawn on thl. Notice .ay obJact within .IMtv (60) day. of r.cllpt 0'
this Notlc. bYI
--wtltt.n prot..t to the PA atpart.ant of Revenu., laard of App.a1., D.pt. 281021, Harrl.burg, PA 17128.1021, OR
u.lactlng to have the .attar d.tar.lned at the audit of th. account 0' the parson. I r.pnssntaUv., DR
--.ppaal to the orphan.- Court
ADHIH-
ISTAATtVE
CDRAECT IONS I
Factual .rror. d!.caverad an thl. ....II..nt Ihou1d bt .ddr....d In writing tal PA nlp.rtalnt 0' Ravenut,
Burlau of Indlvldu.1 T.x.., ATTNI Pa.t A.......nt Aavlaw unit, DEPT. 280601, Harrl.burg, PA 11121a06DI
Phon. (117) 717a6505. Sae paga S of the booklat "Inltructlon. far InherItance TaM Return for a Ra.ldlnt
D.c.dent" (REVa!5DI) fcr an e.planatlon of adalnl.tratlv.1Y corract.bl. .rrar..
DISCOUNT I
If anY taM due 11 paid within thr.. (5) calendar 1Il0nthl attlr the dacld.nt'. d..th, . five puc.nt (SX)
dhcount of the tax p.ld I. eUow"d.
INTEREST I
Int.ra.t I. ch.rged beginning with flr.t day a' dellnquencv, or nlna (91 eonth. and one (II d.y
'roe the data 0' d.ath, to the data 0' plv.ent. Tax.. which becl" dellnquant before January 1, 191Z
bear Intere.t at the rate of .Ix (6:0 parcent par annuli' celculatad .t a dlUV rat. of .000164.
All tax.. which b.c", d.llnquent an or after Janu.rv 1, 198Z will bear Intar..t at . rata which will vary 'roe
e.l.ndar year to cal.ndar yaar with that rat. announc.d by the PA Depart.ent 0' Revenu.. The appllc.ble
Intar.at rat.. 'or l'SZ through 1995 ara.
'tilt Inter..t Rat. Dally Int.r..t F.ctor l:ur Int.ra.t Aat. DRllll Int.r.at Factor
1912 .OX .000548 1917 .X .DDDZ41
19U lOX .00001 19S.al"! llX .000301
1914 11X .ODUDl 1992 'X .DDDZit7
1985 l5X .000S56 1995al". 1X .000192
1986 lOX .DODZ74 1995 .X .DDD2it7
nlntere.t Is calcul.ted "" fallaw.,
INTEREST a BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Anv Natica ...u.d att.r ttN tax baCOHI d.llnquent will r.n.ct ." Intarut calculation to flft.an US) dlY.
bavond the data of the .......~t. If p.y.."t Is ..de aft.r the Int.rut cOllputatlon dlta .ha"," on tM
Notlca, additional Intare.t .ult b. calculatad.