HomeMy WebLinkAbout94-00785
21 - 94 - 785
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COMMONWUllH Of PfNNSnVANIA
DfPARTM(NlOf R(VlNU(
Of" l80bOI
"ARRISBURQ, P.~.1'-1280~~
DEUDENt'S NAM( (lAST. fIIST. AND MIOD~I "4111"'1
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limited Estale
o 40, future Inler." Compromise
(for dal.. of doath after 12.12.82)
Oecedenl Died Teltote 0 7. Decedent Maintained Q living TrUll
(Alloch copy of Will) (Alloch copy of TrUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
_ 8. Total Numb.r of Safe Depolit Boxes
COMPUH MAILING ADDIUSS
on
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:0
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C() 0
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NAME
TElEPHONE NUMIf/1
(I) -Cl-.
(2) _,]3~~-'iJ'
(J) -~-
(4) -O-
J "'''' ,~{l
(51 ----'-1""_'-"'"_ _
(6) -0-
(7) -,~ -
(91 -.;lp....'V-,-OO
(10) ~'i/4 . 'il'{
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1. Real Ellate 15chedule A)
2. Slocks and Bonds lSchedule BJ
3. Closely Held Slack/Parlnenhip Inlerell (Schedule CJ
4. Mar'gogos and Noles Receivable (Schedule 01
5. Cosh, Bonk Deposill & Mhcellaneous Personal Properly
(Sch,d.l. EI
6. Joinlly Owned Property (Schedule F)
7. Transfers (Schedule GJ (Schedule l)
8. Tolal Grall Aneh 110101 lines 1.7)
9. Funeral Expenses, Admlnhlrative COSII, Miscellaneous
Expenses (Schedule HI
10. Debh, Mortgage liabilities, Liens (Schedule II
11. TOlol Deductions (10101 Lines 9 & 10)
12. Net Value of Estolo (Line 9 minus Line 11)
13. Choriloble and Gavernmenlal Bequesll (Schedule J)
14. Nel Volue Subject 10 Tax lllne 12 minus line 13)
15. Spousal Transfers Ifor dotes of dealh afrer 6.30.94)
See Inslrucllons 'or Ar,plicable Percentage on Reverse
Side. (Indude values rom Schedule K or Schedule M.)
16. Amount of Line 14 laxable at 6% rate
l'nclude values 'rom Schedulo K or Schedule M.)
17. Amounl 0' line 14 10llable 01 15% rote
Ilndude values from Schedulo K or Schedule M,)
18. Prindpallax due (Add 10... 'rom lines IS, 16 and 17.)
19. Credill Spousal Poverly Credit Prior Paymonts
.
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,3
,
-0...
):. :..l.
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~
( B I -:L.3-Y..B. I) 0
D
(II) ~l 7 /)1:, , ,\ 0
(12) - :~tf.-'~ t?
(lJ) -0-
(14) -3G~
Cl
liS)
1161__0
o
(171 _______,_________"
)(._A
)( .06 III
d
C)
,IS III
(1 B)
Discount
Inloresl
+
119)
120)
20, If line 191s greater Ihon line lB, enler Ihe difference on line 20. ThIs Is the OVERPAYMENT.
a O...rr:T.I'II..'II'.._.......u,..,..,."J-Ullll..."Irrr.r:..:'I_'.I'I"_"""':.uJo""I"11
21. If line 18 is 9realer Ihon line 19, enlor Ihe difference on Line 21. Thls's the TAX DUE.
A. Enler Iho Inloresl on Ihe balance due on line 21A.
B. Emer the 10101 of line 21 and 21A on LIne 21B. This Is Iho BALANCE DUE.
Moh Chulc Pavable tOI Reuhter of Willi, Auent
121)
(2IA)
121BI
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
nder penalties of perjury, I declere thel I ha....e examined Ihis return, Including accompanying schedules and slalemenls, end 10 the best of my knowledge and belief,
Is 'rue. correct and camplele. I declare Ihal ell real eslele has bun reportee at Iruo markel value. Declaration of pre parer olher Ihan Ihe personal represenlalive is
based on all In lor motion of which prepor6r has any knowledge.
SIQNATURf P(~( PONS1Bl(, ""u,~ (TURN ADORUS ,1 i'I '~\"ATf
. - -. ~-D.J~~~",-.:JS..U~.'- _ J~.2 .~r.}.[:PJ~ ....... ~
Gt"ON".OI 01 ""01' 0 ""AN OI'OI"N A"" A:,"'" =t ~~} D-Ai)..
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RfY.IS03 fX+ 1..161
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SCHEDULE B
STOCKS AND BONDS
J ",-q4--1~s'
FILE NUMBER
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAlC RnURN
RESIDEN'DECEDEN'
ESTATE OF
l-Iu.vTE'~ Rll'1 T
1t.4 - Za~ .G;ZSz..
(All prop.rty lolnlly.own.d with RIght 0' Survivorship mUlt b. dl"lo..d on Sch.dul. F.l
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
I. TR IE Dc GRe IAJOU-:iT~"c.s INt. ( '2. ) 37,)S-
~. &TJ./yL, ~e>~P (2" ) 3 /I. so
.3. (It.I3E'I'YIIIRlE, C~~p, (I LJ ) 2" ,. ZS-
'{. ri/l,!.T t!oLo",y ~..~p c:. '7 ) 18($.38
TOTAL Also enter on line 2, Reca Itulatlan
(II more Iflnc" ,. nt:;dGd, ill..,' additional.h..,. al.om. dn.)
s
IIYltlllltl''''
ITEM
NUMBER
A.
B.
~-~
COMMONWU.UH OF PlNNnlVANIA
INHUlIfANCE TAll: RUURN
aUIDlNT DEClDENT
f.(lJ.vTE/o? ~flY T
1(;,4-'2.e~ &.l.,)Z-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea.. Print or T~
BE
DESCRIPTION
AMOUNT
1.
Funeral EKp.n...,
C~IB5coJJ-I-lt>lho.!t:,ee PVvorC!A/.. I-ruMff
"202.1,00
1.
Admlnl.tratlve Ca.t..
Pe"onal Represenlatlve Commissions
Social Security Number 01 Pe"anal Represenlotlve:
Year Commissions paid
2.
Allorney Fees
3.
Family Ex.mptlan
Clolmanl
Add..ss 01 Clalmanl 01 decedenl's deolh
Slreel Address
Relationship
Slole Zip Code
City
4. Prabale Fees
C. MIscellaneous Expense..
1.
2.
3.
4.
5.
6.
7.
8.
TOTAL (Also enler an I1n. 9, Rocapltulallanl
(If mar. space I. needed, Insert additional .heets 01 .ame .Ize.)
s Zo"2./. 00
/;f'-~-" .6 _(_\~,1
\/ P-I
I REV-1547 EX AFP (12-94*
COHHOHVEAL HI OF PENNSYLVANIA
DEPARTMENT Of REVENUE
BUREAU Of INDIVIDUAL lAMES
DEP'. Z8a.u
ItARAnIURa, PA 17128.0601
/'/ -n'/' j.,
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIONS ANO ASSESSHENT OF TAX
ACN 1 01
DATE 03-20-95
V 1'1..
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FILE NO.
10-24-91 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT TN[ UPPER PORTION OF TNIS FORH WITN YOUR TAX
PAVHENT TO TNE REOISTER OF WILLS. HAKE CNECK PAVABLE TO "REOISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
ANNA E HUNTER
301 CHESTNUT ST
MT HOLLY SPRINGS PA 17065
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount Re..l t hd
CUT ALONG THIS LINE ~ RETAIN LDWER PORTIDN FOR YOUR RECORDS ....
iIEV:is4j-EX-AFP-n'F94"i"NCi'ficE--CW:iNHEFfii'iiiicn'-lix-jipPRjiisii1€Ni"-.--m.-OWANCi-cili---m---m-----
DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUNTER RAY T FILE ND. 21 94-07B5 ACN 101 DATE 03-20-95
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lin. 14 .t Spou..l rat. CIS)
16. Anount of Lina 14 t.~.bl. at Lin..I/CI... A rat. (16)
17. Anount of Lin. 14 t.webl. .t Collateral/CI... 8 rat. (17)
18. Principal Tax Dua
TAX CREDITS:
PAVHENT
OATE
TAX RETURN WAS I I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. R..I eat.t. (Schedule A) IU
2. Stock. and Bondi I Schedula 8) (2)
5. Clos.ly Hold stock/Partnership Intere.t ISchedule C) IS)
4. Hortaage./Note. Receivable (Schedule D) 14)
5. Ce.h/Bank Depo.its/Hisc. Personal Property ISchadule E) IS)
6. Jointly Ownad Property (Schedula F) (6)
7. Tran.far. ISchadula G) (7)
8. Total A..ats
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. Funaral E~pan.a./Adn. COltl/Hi.c. Expansa. (Schadule H) (9)
10. Debt./Hortg.ga Liabiliti../Lians (Schadula I) (10)
11. Total Deduction.
12. Nat Valua of Tax Raturn
1S. Charitabla/Govarnnantal eaqu..te (Schedula J)
14. Nat Value of e.tate Subject to Tax
NDTE:
RECEIPT
NUHBER
OISCOUNT It)
INTEREST 1-)
CHANGED
(')(')
c: -, .
61- r" . 00 ci1
1'733.38
\. . 00 t"~';
,
.00 ."TJ
1.610.00 :::;
.00
"
.00 \(,
:.;: L, lBI'.'
.."..; 0
2,021.00
684.84
1111
112)
I1S)
1141
.00
.00
.00
X .00.
X .06.
X .15.
I1B)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
-J:D
.1 Ii'
!-) l'J
1.'11"'2,343.00
?7n~ nn
363.00-
.00
363.00-
will
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAlO AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF AODITIONAL INTEREST.
IF TOTAL OUE IS LESS THAN '1, NO PAVHENT IS R[QUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREOn" ICR). YOU HAV BE DUE
A REFUNO. S[E REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION I E.tsts. of d.c.d.nt. dvlng on or b.for. D.c.~r 12, 1'8l .. If any futur. Int.r..t In th. ..t.t. I. tran.f.rr.d
In po.....lon or .nJoy..nt to Cl... I (collst.r.l) b.nsflclsrl.. of the d.c.dant .ft.r the ..plr.tlon of anv ..t.t. for
llf. or for Y'lr., th. Co..onw..lth h.r.by ..pr...lv r...rv.. th. right to .ppr.I.. .nd ...... tran.flr Inhlrlt,nc. Tlx..
.t th. hwful CI". I (coll.t.r.l) nt. on MY .uch futur. Int.,..t.
PURPOSE OF
NOTICEI To fulfill thl requlr...nt. 0' S.ctlon ZI~O of th. Inhlrltancl snd E.t.ts Ts. Act, Act 22 of 1'91. 7Z P.S.
s.ctlon 21,.0,
Dltlch th. top portion of this Notice and .ub.1t with your pIvslnt to ths R.ght.r of Willi printed on th. nv.r.. .Id..
..H.k. ch.ck or .on.v ord.r plvabl. tal REOISTER OF MILLS, AGENT
All p.v_'nt. r.c.lv.d .h.ll flr.t bl .ppll.d to any Int.r..t which .IV b. du. with any r...lnd.r .ppll.d to the tl..
REFUND (CA)I A r.fund of . tl. cr.dlt, which w.. not r.qu..ted on the TI. A.turn, "V b. r.qul.tld bv cD.pl.tlng .n -Appllc.tlon
for A.fund of P.nn.ylv.nll Inh.rlt.ncl and E.t,t. T.." (REV-ISIS). 'ppllc.tlon. .r. .v.llebl. .t th. Offlc.
of th. R.gl.t.r of Will., sny of th. 21 R.v.nue Ol.trlct Offlc.., or bv cllllng th. .p.clll Z"-hour
an.w.rlng ..rvlc. nu.b.r. for for.. ord.rlngt In p.nn'Ylvant. 1-100-562-2050, out.ld. p.nn.vlv.nt. .nd
within locsl H.rrl.burg .r.. (717) 787-80''', tOOl (717) 77Z-2252 (H..rlng I.p.lr.d Onlv).
PAVHENTI
OBJECTIONS I Any p.rtv In Int.r..t not ..tl.fl.d with th. appr.I....nt, .llowanc. or dl..llowanc. of d.ductlon., or ........nt
of t.. (Including dl.count or Int.r..t) I' .hown on thl. Not lei lU.t obJlct within .Ixty (60) dlY' of r.c.lpt of
this Notice bvt
--wrIU.n prDt..t to thl PA Dsp.,tllnt of R.venu., lo.rd 0' Appuh, Dspt. 281021, H.rrhburg, PI 17128-1021, DR
--.I.ctlon to hlv. th. ..tt.r d.t.r.ln.d .t IUdlt of the .ccount of th. p.r.on.l r.pr...nt.tlv., DR
--.pp.ll to th. Drph.n.' Court.
ADHIN
lSTRATlYE
CORAECTIONSI
F.ctull .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltln, tal PA D.p.rt..nt of A,vlnul,
lur'lu of Indlvldu.l '1.1., A"HI Po.t A.......nt Alvlew Unit, Dspt. 280601, Harrl.bura, PA 17121-0601
Phon. (717) 717-6505, S.. pag. 5 of th. bookl.t "In.tructlon. for Inh.rltanc. Ts. Return for a R..ld.nt
D.e.dent" (AEV-ISOI) for .n e.pl.n.tlon of Id.lnl.tr.tlv'IY correct.bl. .rror..
If .ny te. du. I. Plld within thr.a (1. c.l.ndar .onth. aft.r th. d.c.dant'. d.ath, . flva perc.nt (SX) dl.count 0'
the ta. psld I. allowed.
DISCOUNTI
IHJEREsrl
Int.r..t J. ehar,sd beginning with flr.t dlv of d.IJnqusncv, or nine (9) .onth. and on. (1) d.y fro. the d.t. of
daath, to th. date of pav..nt. ,.... which b.ca.. d.llnqu.nt b.for. Januarv 1, 1982 b.ar Int.r..t .t the r.t. of
.1. (6X) p.reant p.r annUl calculat.d .t . dallv r.t. of .00016~. All ta.e. which blca.a dallnqulnt on snd .fter
Janu.ry 1, 1912 wIll b.ar Int.r..t .t a ret. which will vary fro. calendar v.ar to c.lendar y.sr with that rete
announc.d by th. PA Daparts.nt of A.vsnu., The appllcabl. Int.rl.t ratea far 1982 through 1995 .r'l
'!.2r Intlrllt Aat. Dally Int.re.t Factor ~ Inhre.t Rat. D.lly Interllt Factor
1982 m .0005,.8 1917 .~ .0002~1
1915 16X .000"5. 1918.1'91 11% ,00OSOI
191' 11:( .000501 19'2 .~ .000247
1985 ISX .000556 1991-1990\ n .0001'2
1916 I'~ .00027~ 19'J5 OX .000247
--Inte".et h ulcuhtsd .. fol1owlf
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS OELINQUF.NT X DAILY INTEREST FACTOR
--Any NotIce I..ued .ft.r the ta. baco.e. d.llnqu.nt will r.flect .n Inter..t calculation to fifteen (15) deva
bsvond tha d.te of th. ........nt. If pevaant la .ad. .ft.r th. Int.r..t co.put.tlon det. .hown on th.
Notlc., Iddltlon.1 Inter..t .u.t bI calcuhtld.
RRGlSTI!R OP ...ILLS OP CUMDI!RLAND COUNTY
REPORT OP STATUS OP ADMINISTRATION
(Par Resident Decedents nylng ACter July I, 1984)
P.STATP. NO. 2I-qq- 'll5
tV
, ,
LV
( . \
l~A,J
Nome of Decedent:
Social Security >\ccount No.:
Ray
Date of Death:
T. H~Ull-f.( ~r.
III t-/ - Z l:j,,-l-5 7
ID'I~I-f-lqrl/
Name of Personal Representatlve(s):
Capacity
(check one)
Executor
Administrator
Adminlstra tor c.l.a.
Admlnistra tor d.tf,:nf' 'l' ~J
~ t >
Yes ~ No
~
\,.,
Is the administration of the estate complete?
If "yes", how was the administration ended? (check one)
By court accounting
Ry account staled to parties In Interest
Old the parties release the
personal representative?
Other (explain)
.'
1.,1
Total amount paid to ao te to credl tors ond for funeral and
odin I nistro tl ve expense
Total value of distributions 10 dute to bcndlclurles
s
If administration Is not complete. estlmllt~d value of assets
stili In IIdminlstratlon
$
$
NOTE: This stntus report is due no IBter than the due date for rIllng the Pennsylvania
Inheritance T8lt Return or, If no Inheritance Tax Return is required, nine (9) months
aCter the date of death; if the admlnistrallon of the estate has not been concluded,
a summary report shall be riled annually thereaCter until the admlnlstrallon Is complete.
I certify under penalty of perjury that Ihe foregoing Information is correct to the
best of my knowledge. Informlllion and belief. ~ L( '\
note: I () - 1,')- .19:15 ~c..V\ ~
. Personal kepresentallve
. A Itorney for Estate
This report must be signed by the personal representative, or one of them when more
than one, or by coun.'lC1 for the estate.