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HomeMy WebLinkAbout94-00679 < \' , , . -; ,:;',:~i' '~:, "'}" _. '.: , ~. ': --. J, '.' "- ~ '\' - J1fV.IISOO fX+ '11.011 ~i ..... OZ UO ... i ~ .. J:';'~'~l\ """,~~u.; COMMONWEALTH 0' 'fNNSYlVANIA Df'ARrMENr 0' REVENUE DE'T,2'06O' HAIIISlURO. 'A 17171.0601 AM INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ; idiB :00 U...... ...'" ... c( d.J.J,'J- 'I roaDAnso'DUTHAma12/31191 CHICKH.al I' A SPOUSAl. POYla" CalDIJ "ClAIMID 0 flU NUMBla P.O. Box 489 Carlisle, PA 17013 Cumberland o 3. R.malnd.r R.turn (for dolo. of dealh prior 10 12.13.S2) o 5. Fodoro' E.,o'o Tax R,'urn R'quirad -lks. TOlol Numbor of Sola Dopo.11 Bo.o. INSOLVENT COUNTY CODE 21 c 6Z.1 YEAR /79 '1 ~ NUMBER ',..;r-~ ,':....-l~:,:<;:.'~e/;~~.. ::,1';::._'-....L.'.-.r~.f -n- -0- -0- -0- $2,843.36 -0- $1. 801. 55 ~'7.hn7 Rn -0- (II) (12) (13) (14) !p I. Original Ralurn o A. Umlt.d E,tat. 0 40. Future 'nt.ra.. Comproml,. (for dOlo. of doolh okor 12.12.S2) IiCJ 6. Oocodon' Olod To,'o'a 0 7. Docodon' Molnlolnad 0 Uvlng Trull (Anoch cop of Will) (Anoch co of Trull) AU CORRISPONDIHCI 'AND,CONPlDENllAL'.TAX'INFORMATlON;SHOULD 81 DIRICTED,TOI I o 2. Supplomonlol Rolurn Ronald Adams P.o. Box 113 Plainfield r PA p17081 ...., I. Rool ElIolo (Schodulo AI ( I) 2. Slack. and Bond. (Schodulo B) ( 2) 3. C1o.oly Hold Slock/Portno"hlp Inlerell (Schedule q (3) 4. Mortgogo. and Nolo. Recelvoblo (Schodule D) ( 4) 5. Co.h, gonk Dopo.II' & MI.cellonaou. Po"onol Property( 5) 1'; 11 r 0 R 1 <; n (Smadulo E) 6. Jolnl'y Ownod Proporty (Schedu'e F) ( 6) 7. Tron.~e" (Schodulo G) (Schedu'o L) ( 7J g. Tala' Gro.. A..ol. (Iololllno. 1.7) 9. Funlral Exp.n,." Admlnl,traflva Ca$t., Mllcellaneoul ( 9) Expon.a. ISchodulo H) 10. Debl., Mortgoga Uobllltlo., Uon. (Schodulo I) (10) I I. T 0101 Oaductlon. (1010/ line. 9 & 10) 12. Nol Vo'ue of Ello'o (IIn. 8 mlnu.llne 1 I) 13. Choriloble and Govommonlol Boque," (Schodule J) 14. Nel Vo'ue Sub KI'o Tax (line 12 minu.llno 13) 15. AmDunt of IIn. 14 taxable at 6% rate (Indudo vo'uo. from Schedu'a K or Schodulo M.) 16. Amoun' of IIno 14 'o.ob'o a' 15% rolo (Indudo vo'uo. from Schedu'e K or Schodule M.) 17. Pr'nclpo' lox duo (Add lox from IIno 15 and from line 16.) 18. Credll. Spou.ol Povorty Crodll PrIor Poymonl' + + 19. If line IS I. groo'er ,hon IIno 17, onler Iho dlfforenco on IIno 19. This '"ho OVERPAYMENT. aD...I'n!":I!'II.,.......,_.~.,._.I........,.,~,.,......,i1rrrrr:.-:r_.~.,..-..'.....U!I.~JJI..,III 20. If line 17', greorer than line 18, en'er ,he difference on lin. 20. ThIJ II rhe TAX DUE. A. Enrer th. In'ere,'on ,he balance due on line 20A. S. Enler ,he lOla' of IIno 20 and 20A on IIna 20B. Thl. I. Iho BALANCE DUE. Make Chack Poyobla to. ROllI.,o, of Will., AlIant · .USURI TO.ANSWIR'AU'QUESTIONS'ONREVUSUIDE,'AND:TO:RICHEClC MATH....... ",",'. Undor ponolllo. of perfury, I dodoro Iho. I hovo oxomlnld Ihl. roturn, Indudlng accompanying .chodul.. and lIolomlnll, and 10 Iho boll of my knowlodgo and bollof, 1,Is lruo. corroct and complolO. I docloro Iho, 011 rool 011010 ho. bo.n roportod ollruo morkol voluo. Dedorollon of proporor olhor Ihon Iho pononol ropro.onlollv. I. balld Dn 011 fnformotlan Df which preparer hDs any knDwlldgl. _ ~ ~ I L , I R A DATE DAle z o '" :5 e ... ~ ... z o g rIi o u )( i'! (15) (16) lC .06 a -0- lC .15 a Discount (17) 'n'ero.t (IS) (19) 120) (20A) (20B) I 'il ( g) $15,924.86 $19,409.35 _n_ -0- -0- -0- -0- -0- INSOLVENT IIVUOIII.IIIIII ~ COMMOHW'AI'1t 0' rrHH'''WANIA IHltUn""~CI 'AI JrrUIN JUIO'HI DfCfOfNl SCHEDULE F JOINTLY-OWNED PROPERTY ISTATI O. FILE NUMBER John O. Adorno, Sr. Jolnllenonll')1 A. NAME Ronold 1~. Adorno ADDRESS P.O. Box 113 Ploinfield, PA 17081 RELATIONSHIP TO DECEDENT son 8. C. Jolntly.ownod p,oporty. nEM LmER DATI 'OR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBill JOINT MADI DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 2/1990 Douphin Deposi t Bank & $5,686.12 50% $2,843.36 Trust Company, checking account 60014294931 (confirmation attached) - TOTAL (AlIa enler on line 6, Recopllulotlonl S 2,843.36 (If marl .pon is n.leI.a insert oaaiUono' sh.ell 01 sam. size) IlY.ISll IH 1'.111 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ~~ COMMONWIA\fH O' PENNSYLVANIA INHUITANCITAl UTUIN lfllDINT DICEDENT T F Plea.. Print or Type M R John O. Adams, Sr. AMOUNT DESCRIPTION ITEM NUMBER A. Funeral Exp.n.'" 1. 2. 3. 4. B. Hoffman-Roth Funeral Home cumberland Valley:Memorial Gardens Rev. Ed Rosenberry Rev. Jim Thomas $1,314.00 $295.00 $50.00 $100.00 Admlnl.tratlve CO.t" -waived- I. Persanal Rep,.aontatlv. Camml..lan. Social Security Number al Personal Repr..entatlve. Year Comml..lans paid 2. 3. .4. C. 1. 2. 3. 4. S. 6. 7. 8. Allorney Fee. none Family Exemption Claimant Addre.. al Claimant at deceden". death Relotlan.hlp none Street Add,... ClIy State Zip Code probate Foe. none MI.collan.ov. Expon.... Wayne Myers Auction Service Cumbo Co. Register of Wills - filing fee $32.55 10.00 . .f TOTAL (AI.o enter on line 9, Recapitulation) (If more spa co I. need.d, Insort additional shilts 01 same ,",e.1 $1,801.55 . IIV.III.II. 1'.111 w SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LlABLlTlES AND LIENS Ploa.. Print or Typo FILE NUMBER CC)MMOHW....UH O. PlNN$YlVAHI'" .N"..II"NClI.... .nU'H InlDINIDlelDINI ESTATE Of John O. Adams, Sr. ITEM DESCRIPTION AMOUNT NUMBER I. Dauphin Deposit Bank & Trust Co. , installment loan #14024639001 $12,652.78 2. Dauphin Deposit Bank & Trust Co. , installment loan #2553780001 $2,421.73 3. Dauphin Deposit Bank & Trust Co. , VISA #430172075011- 7716 $2,330.91 4. united of PA - 717-776-6499.(108) $101. 75 5. PP&L - 5218306283 $95.01 6. Sprint Cellular - HA08760 $5.62 . TOTAL (AI.o enlor on line 10, Recopllulollon) (If mare space is nl.cl.el, in..rt additional shilts of some size.) S 17,607.80 ,ItV.Ult'u 12"11 *' COMMONWIAltH Of ,'HNIYlVANIA INMUnANCI TAl .nu." 'UIDIH1' D.aDIN' SCHEDULE J BENEFICIARIES ESTATE OF John O. Adams, Sr. FILE NUMBER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. To.oblo Boquo.lI. 1. Ronald E. Adams P.O. Box ~13 Plainfield, PA l708~ son 100~ ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 8. Charitable and Governmental Bequ'llll 1. None TOTAL CHARITABLE AND GOVERNMENTAL SEQUESTS (A'.o onlor on /Ine 13, Recopllu'o"on) (If more .pac. I. n..d.d, In..rt addlllonal .h..t. of .am. .1..) 5 -0- LAST WILL AND TESTAMENT I, JOHN O. ADAMS, SR. , of North Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, tl!stamentary expenstJs and all i,lht!L'lt,U1Ct! taxa.. ..hall bt! I?did from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate, both real and personal property, unto my son, RONALD E. ADAMS, absolutely. 3. In the event the said RONALD E. ADAMS shall predecease or fail to survive me, then I give, devise and bequeath all of my " estate, both real and personal property, unto my grandson, JEREMY '. . o c: '. z: 0\ 1-). R. ADAMS, absolutely. Should the said JEREMY R. ADAMS be a minor at the time of my death, I direct his share shall be held by his . \oJ Ul guardian until he reaches the age of r.1djOL'ity. I authoci"e, empower and direct said guardian to invest and reinvest said share and to apply the income and so much of the principal as he or she shall deem necessary for the support, maintenance and education of said JEREMY R. ADAMS. -1- I.A'" 1U""IC:I.:~_\I\IlT~n'.IH.:..\lIIIOIUT. \\'ll.l,L\\I~ ^ UTTH . o .-.. i-i C .,c.. ~ 0/ _.~ I l'?' 4. I hereby nominate, constitute and appoint the said RONALD E. ADAMS as Executor of my estate. In the event he shall be unable or unwilling to serve in such capacity, then I appoint WILLIAM F. MARTSON to act in such capacity. 5. I direct that my Executor shall not be required to file a bond to secure the faithful performance of his duties in any Jurisdiction. 6. I authorize and empower my personal representatives and Trustee, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money ,for any purposes connected wi th the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure Lhe partition of same: to cOlOp.:ornise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute -2- 1.\\\' lIn'ICI':~ - \1.\IlT~n', 1U':,\llIIlIIIIT. \\'II.1,I\\I~ .'\ I'-n'n D Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET STREET. HARRISBURG. PENNSVLVANIA 17101 717 255.2121 Decedent Confirmation Name: John O. Adams, Sr. Social Security No.: 204-01-7783 Date of Death (000): 01/23/94 Account No. 0014294931 02553780001 14024639001 ------------------------ ------------------------ ------------------------ Type Checking Installment Loan Installment Loan ------------------------ ------------------------ ------------------------ Date Opened or Issued 02/12/90 05/15/86 07/06/91 ------------------------ ------------------------ ------------------------ Date Closed or Matured 03/14/94 ------------------------ ------------------------ ------------------------ Date of Death Balance $5,680.71 $2,346.73 $12,368.10 ------------------------ ------------------------ ------------------------ PLUS Date of Death Accrued Int. $6.01 $75.00 $284.68 ------------------------ ------------------------ ------------------------ Joint Oi/ners (if any) or Ronald E. Adams Catharine Adams (Deed) None Date of Joint Oi/nership 02/12/90 05/15/86 ------------------------ ------------------------ ------------------------ ------------- ------------------------ ------------------------ ------------------------ Special Comments: N/A Additional information available at 520.00 per hour. On. hour minimum. Date Prepared: June 8, 1994 Prepared by: Cheryl A. Bowers Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 Page 1 of 2 Form 00-020-21& (REV 7/93) J .'/ J' , , . "I 'I G J REV-1547 EX AFP 108-94)*~ CUHHOHwUl1l1 or PlNNSYl VANIA ., DlPARIHlN' or R[VlNU[ NOTICE OF INHERITANCE TAK IIURUU. OF IHDlUloUAl Ims I ' '. APPRAlSEHENT. ALLOWANCE OR DISALLOWANCE ~~:~is~e:~~lllA llua'ObDI -=" _ _ _ OF DEDUCTIDNS AND ASSESSHENT DF TAK ESTA-tE OF lill'AHs :JOlm 0 FILE NO. DATE OF DEATH 01-23-94 COUNTY ACN 101 DATE 12-12-94 CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBnIT TIlE UPPER PORTION Of THIS fORH WITH YOUR TAX PAYnE NT TO THE REGISTER Of WILLS. nAKE CHECK PAYABLE TO "REGISTER Of WILLS. AGENT" REMIT PAYMENT TO: RONALD ADAMS PO BOX 113 PLAINFIELD PA 17081 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 Anount Renltted CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .... iiifli=is'4i-Eif-AFj>nniii:94Y-NoTfCEnIWYNHEififAiicE-TAX-iippiiiiisEifENT-;-'U.i"OWANCE-cfR'-mmmm-m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ADAMS JOHN 0 FILE NO.21 94-0679 ACN 101 DATE 12-12-94 TAX RETURN WAS, I X J ACCEPTEO AS fILED I CnANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. R.el Estate ISchedule AJ 11 1 2. Stock. and Bonds (Schedule BJ 121 3. Clo.ely Held stock/Partnership Interest ISchedule C) (3) 4. Hortgagls/Notes Receiveble (Schedule DJ (41 S. Caah/Bank Depos! t a/Hi sc. Personel Property (Schedule E I (5) 6. Jointly Dwned Property ISchedule FI (6) 7. Transfera ISchedule G) (7) 8. Total Assetl .00 .00 .00 .00 13.081.50 2.843.36 .00 ISI 15.924.86 APPROVED DEDUCTIONS AND EXEMPTIONS: 1,801.55 9. Funeral Expen.es/Adn. Coats/Hisc. Expense. ISchedule H) (9) 10. Dlbts/Hodgege Liabilltbs/Lbns CSchedule II 110) 17 .607.80 11. Total Deductions Ul) 12. Net Velue of Tax Return (12) 13. Charibble/Governnental Blquesh (Schedul. ~) 113) lit. Net Value of Est.t. Subject to Tax (4) NOTE: If an assessment was issued previOUSly, lines 14, IS and~or 16, 17 and 18 reflect figures that include the total of ahh returns assessed to date. ASSESSMENT OF TAX: lS. Anount of Line lit 16. Anount of Line lit 17. Anou"t of Line lit 18. PrincIpal Tax Due 19.409 3~ 3.484.49- .00 3.484.49- will at Spou.al rat. t.xable at Line.l/Cla.. A rai. taxable .t Collateral/Class Brat. 1151 1161 1171 .00 .00 .00 X .00. X .06. X .15. (18) .00 .00 .00 .00 TAX CREDITS: PAYHENT DATE RECEIPT NUH8ER DISCOUNT 1+1 INTEREST I - I AnDUNT PAID TOTAL TAX CREDIT 8ALANCE OF TAX DUE INTEREST TOTAL DUE .00 .00 .00 .00 . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. If TOTAL DUE IS RefLECTED AS A "CREOn" ICRI. YOU HAY 8E DUE A REfUND. SEE REVERSE SIDE Of THIS fORH FOR INSTRUCTIONS.) RESrRYATIONI E.tat.. of d.c.d.nt. d~lna on or bl(ora D.c._blr 12, 1982 -. I( any futurl Interllt In thl ..tltl I. tren.ferrld In pa.....lan or I"Ja~'ent to CII.. a (colllterll) ben,flcllrll' of thl dlc.d.nt Ift.r thl I.plrltlan of In~ ..tatl for 11(1 or for Y'lrs, thl Co..onw.alth hlr.b~ ..pr.s.ly ra.erv.. thl right to .ppralsl .nd I..... tran.f.r Inh.rltancl TaMI, It the lawful CIIs. a (colllt.rell retl on Iny .uch futurl Intar.st. PURPOSE OF HOTICE, To fulfill thl rlqulr...nt. of Slctlon 2140 of the Inh.rll.ncI and E.lale faM Acl, Acl 22 of 1991. 72 P.S. Slcllon 2140. PAVHENf, D.tlch Ihl top portion of thlt Notice and .ubalt with your pa~alnl to Ih. RIglltlr of Wllh prlnhd on thl nnr.. Ildl. --"ek. ch.ck or aonlY ordlr plyable 10' REGISTER OF MILLS, ADENT All pay..nt. rlc.lvad .hall flr,t bl applJld to Iny Intlr..1 which .ay b. dUI with any r.allnd.r appllld to the ta.. REFUND (CR), A r.fund of a taM crldlt, which wa. not r.qua.tld on the raM Rlturn, .ay b. rlqu..t.d by coaplltJng an "Application for R.fund of PIM.yhlnJ. Inherltancl and E.llt, Ta.'. (REY-1313). Application. are Ivalhbll at Ih. Office of thl RlgJ.t.r of WIll., any of thl 25 Rlv.nu. Dlltrlct Dfflc.., or by cllllng thl .p.cJal 24-hour In.w.rlng 'Irvlcl nu.b.r. for fora. ordlrlngl In P.nnsylvonla l-tiOO-56Z-2050, oul.ld, Pann.ylvanla and wlthJn local H.rrl.burg Irll (717) 787-8094, TOO' (717) 772-2252 (Ha.rlng lapllrld Only). OBJECTIONS I Any plrty In Inllrl.t not ,.II.flld wllh thl .pprll....nt, .llow.nc. or dl..llawlnCI of dlductlon., or 1..I...lnt of taM (Including dJ.caunt or Int.rl.t) .. .hawn on thl, Nollca lu,t obJ.ct within .JMty (60) day. of racllpt of Ihl. Hollcl bYI ADHIN ISTRATlVE CORRECTIONS I .-wrltten protut to the PA D.parta.nt of Rav.nua, Board of Appaals. DEPT. 281021, lIarrltburll. PA I1IZ8-1021, OR --allctlon to have thl aatt.r d.tar.lnad at audll of the accounl of the par,onal rapra.antatJva, OR --appeal to the Orphan.. Court. F.ctual Irror. dl.cov.r.d an thl. a.......nl Ihould ba addr.'lld In writing tal PA DIP.rt.lnl of Rav.nu.. Burl au of IndlvJdual T.M.., ATTNI Po'l A.......nt R.vlaw Unit, DEPT. Z806DI, Harrl.burg, PA 17128.0601 Phonl (111) 781.6505. 5al paga 5 of the booklet "In.tructlon. for Inh.rltlnce TI. Aalurn for a Rllldent Oandenl" (REV-150J) for an I.pllnlllon of ad.lnlltrallvely correclable Irtor.. DISCOUNT, If "ny t.. dUI II paid within threl (5) c.lendar .onth. aft.,. the d.cld.nl', dlath, a flva p.rc.nt (5:0 dhcount of thl t.. paid I. .11owld. INTERESTr Intar..t t. charg.d b.glnnlng with fJr.t d.y of dlllnqu.ncy, or nln. (9) .onth. and on. (1) d.y fro. Ih. dati of d.alh, 10 tha d.t. of Ply..nt. la.., which b.ca.. dallnqu.nt blfor. Januar~ I, 1982 b.at Int.ra.t at Ihl tatl of .IM (6~) parclnt plr nnnu. calculatad at a dally ratl of .000164. All t.M'1 which baca.. dlllnqu.nt on and Ift.r January I, 1982 will belr Intlr..t at a rat. which will vary frol calendar y..r 10 calandar Ylar with th.t r.t. announced by the PA Dapart'.nt of Rovenu.. The .ppllcabl. Intare.t rate. for 1982 through 1994 ara, ~ Interl.t Rat. Ually Inhrut Factor ~ Intar..t R.t. Uftlly Interut Factor 1932 20;( .000548 1986 10le .000274 1985 16le .000458 1981 .~ .000241 19114 II;( .000301 1988-1991 Ill( .000501 1985 Ule .000556 1992 .~ .000241 1995-1994 7X .000192 1995 .~ .000241 --Jnlara.1 I, c.lculatad a, follow., INTEREST = BALANCE OF TAX UNPAID X NUnUER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hollcl Juu'd Ifter the t.. b.co... dlllnquant will raflect nn lnlar..t c.lculatlon to flftlen (15) dlVl b.yond the dati of thl ........nt. If p.y..nl I, .ad. nft.r the Intarl.t COMputltlon d.tl .hown on the Notln, additional Inter..t .u.t bl cllculat.d. STATUS REPORT UNDER RULE 6.12 Name of Decedent: David P. Reiniger Date of Death: June 4, 1994 Will No. Admin. No. 21-95-0679 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 NOr state when the personal representative reasonably believes that the administration will be complete: N/A 3. If the answer to No.1 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 X No 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. Date: January 17, 1996 ./?~/~ ~~ William A. Addams Name (Please type or print) 28 South Pitt Street, Carlisle, PA 17013 Address ;j() ( 717) 249-8300 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH: rmf/ AM3)