HomeMy WebLinkAbout94-00787
HowEll C. METTE
JAMES VI. EVM-IS
ROBEk T MOORE
CHARLES a ZW All Y
pntk J. RESSLER
LLOYD k. PERSUN
CRAIG A nONE
JAMES A UUH
DANIEL l. SULLIVAN
STtVEN D SNYDER
GUN R. GRELL
CHRISTOPHER C. CONNEI\
U:t5E LP.OCE1'.5
1'11DTTIll. IDVANH III ,,'()()J)HII)1ll
^ I.HOFDL'.uOSAI. (.'OIU"onATION
ATTORNEYK AT I.AW
a401 NORTI1 FI{ONT HTRE1<:T
1'".0. nOX nOM
I\tTlktO
I\O'I1\T E Woo051Dl
TtUPHONE
(117) 2)3.5000
'AX
(111) 236.1816
IR5 NO
23.1085005
ANPUW H DOWLING
MICHAEl n Run
kO,U.T p, HAYNES III
PAULA J LEICHT
PAVID ^. f1TZ5IMON5
GUY P. IENEVENTAt.lO
MICHAEl D P1PA
KAkEt.I N. cot.lt.lULY
RoaYN J KATZMAN
JAY50t.l!\.. WOLrCAt.lG
SCOTT 0 MOORE
ANDIlEW J OSTIlOW5KI
ELIZABETH M CALCAGt.lO
EMILY L. LOt.lC
JlARRlHUURO. PA 171l0.00M
September 13, 1994
Register of Wills
Cumberland County Courthouse
One courthouse Square
Carlisle, PA 17013-3387
Re: David C. Warren, Deceased
SSN 204-03-5350
Dear Sir/Madam:
Enclosed herewith please find the following
1. Inheritance tax return (filed in duplicate).
2. Check in the amount of $3,330.30 in payment of
taxes owed.
3. Check in the amount of $15.00 in payment of filing
fees.
please note that Mr. Warren's will was not probated.
Kindly acknowledge receipt of the tax re~~~~ by time-
stamping the enclosed copy of this letter and returning it to. " '
&: ~urp n ~:
~. ROger~.,..
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Enclosures
10720_1
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REV .,&00 EX. ("-1'1
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPUCATE
WITH REGISTER OF WILLS
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cO"~P~i'I.~~ \\'If'',fl\,Wb~'NIA
Y. ".00'
HARRIS U a. PA 17121.0801
FOA DATU OF DEATH AnER n""11 CHECK HERE
IF A &POUSAl 0
POVERTY CREDIT IS CLAIMED
FILE NUMBER
COUNTY CODE
'7'~ 1
NU~D[R
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL I
Warren, David C.
DECEDENrs CO~PLETE ADDRESS
813 Coolidge Street
New Cumbe1and, PA 17070
SOCIAL SECURITY NUMBER
204.03-3250
X 1. Original Rerum
County Cumberland
o 4. Umiled Ealale
rn e, Decodenl Died Teslale
(Anach copy 01 Will)
0....
o 7.
Futuro Intorosl Comp,omlse
(lor dalea 01 dealh aller 12-12-82)
Docodenl Malnlalned a Uving Trual
(Anach a copy 01 nusl)
3. Romalndor ROlurn
(lor dalea 01 dealh prior 10 12-13-62)
D 6. FodoraJ Estato Tax
Roturn Roqulrod
_e. Tolal Number 01 Sale Deposll Bo.os
COMPl.ETE MAILINQ ADDRESS
Mette, Evans & Woodside
3401 North Front Street P.O.
Harrisbur PA 17110-0950
None
None
None
None
66,295.41
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(I)
(2)
(3)
(4)
(5)
C P AU. CORRESPONDENCE AND CONFIDEKTlAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0
R N
R 0
E E
5 N TELEPHONE NUMBER
- T 717 232-5000
1. Real Ealale (Schedule A)
2. Slocke and Bonda (ScOOdule B)
3. Cloaely Held Slock/Partnerahlp Inlerosl (Schedule C)
4. Mortgages and Noles Rocolvable (ScOOdule D)
6. Cash. Bank DoposllS & Mlscollanoous POt'80naJ Proporty
(Schedule E)
5. Jolnlly Owned Property (Schedule F)
7. nanalera (Schedule G) (Schedule L)
8. Tolal Groas Assets (Iolallinea 1-7)
9. Funoral Exponsos, AdmlnlsU81lvo COSIS. Mlscollanoous
E.penaes (Schedule H)
10. Debia, Mortgage Uabl1llies, Uens (Schedule I)
11. TOlel Deduclions (Iolsllines 8 & 10)
12. Nel VoIue 01 Eslale (line 8 ",nus line 11)
13. CharUable and Governmenlal Boquests (Schedule J)
14. Not Valuo Sub oct 10 Tax (Uno 12 minuslino 13
15. Amount olllno 14 taxablo al ErA. rato
(Include volueslrom Schedule K or Schedule M.)
16. Amounl 01 lino 14 laxablo 8t15% raID
(Includo valuos trom Schodulo K or SChodulo M.)
17. Principal lax due (Add laxlrom line 15 ond Irom line 16.)
1B.Crodlts/Sp Povorty Prior PoynxIOts Dlscounl
+ ',BO.,)n + I 7 ~- :;g
18. IIlino 10 Is groator than lino 17, ontor tho dl"oronco on Iino 10. ThiS IS tho OVERPAYMENT.
[!J D ICheck her. tt you are requeaUng. refund or your overpayment. I
20. If Uno 171s groator lhan IIno 10. onlor Iho dilforonco on Uno 20. Thlslslho TAX DUE.
A. Entor tho Inlorost on tho balanco duo on Iino 20A.
8. Entor 1ho lotal of lino 20 and 20A on lino 20B. This Is tho BALANCE DUE.
Make Check Pa able to: R. later or WillI, A ent
~ ~ BE SURE TO ANSWER AU. QUESTIONS ON PAGE 2 AND TO RECHECK MAnt .. ..
und.r p.n.alh" ot p"Jury.1 d.cl,ar.,n.at I n.a..... ,UITIIn.d Inll nlu,n.lnr;ludlng .ar;r;ornp.anYlng "n.duIU .nd .I.al.m.nt.. .nd 10 tn. bu' ot my IIno......l.dg..and b.II.I,II.1 UU'.
r;o".c'and compl.I..1 dlcl.ar.lh,,'.U ,..,..t.l. hn b..n ,.porl.d.' true m.'~'I""llu.. Der;I,a,ahon of prep.,.r 01"" Ih.an Ihl pI"on,,1 flp"unl.aII....I.1 bUld on .nln'o,mltlon or
......nlch prep.'" hn any IIno......l.dg..
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(15)
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SIQNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
None
None
7,869,00
None
58,426.41
0,00 X .15'
Intorost
Box 5950
(e)
66,295.41
(11)
(12)
(13)
14
7,869.00
58,426.41
None
58 426.41
3,505.58
)(.08 .
0.00
(t7)
3 , 505,58
(t8)
(t8)
0.00
0.00
(20)
(20A)
(20B)
3,505.58
0.00
3,505.58
DATE
r~-1-.-t\~J ,)-;>~, ,,/:L-", L..-rJ
.,ONq PAEPAnEA~~EA!, AEPAE.ENTATlVE
Z(r-.!: (. ,'<:.0:.,OL)
Copyrlghl (c) j91 lorm lollw.ar. only clnt.r~CI 5011.......,.. Inc.
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New Cumberland, PA 17070
ADDRESS
Mette, Evans & Woodside
34'oi' North'. fi.-;;ri t. S-trei;t. j,:ci:. BOK. 5.9'50..... -.
iliirri~.buri{". PA... i 'iiiO.:095Cj"".. -......... -....-
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CATE '/
:J-IJ-~LI
Form 1500 IR......Il-l1l1
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decodont mako a translor and:
a. rotalnlheu80orlncomeottheproportytIanslorred . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
....... .
b. rotaln tho rlghl10 doslgnato who Bhall uso tho p,operty transforrod or hslncome, . . . . . . . . . . . . , . . . . . . . .
x
c. retain a reversionary Interest or, . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , .
x
d. recolvo tho promise lor 1110 01 oltho' payments. bononts or cero? .....,...... ..... .... .... . ...
x
2. "doath occurrod on 0' bolo,o Decombor 12. 1902. did docodont within two yoars precodlng dOBlh
translor property Without rocelving adequate consideration? II death occurrod aher Decomber 12.
1902. did decodont translor p'opony within ono yoer 01 doath without recolvlng adoquato
consldoratlon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
3, Old decodont own on 'In trustlo( bank occount a' his or hor doath? . . . . . . . . . . . . . . . . . . . . . . , , . . . . .
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
COPYflghl(c11811t lorm loft...,. on IV Clnl,' PiIU 50ttwlll, Inc.
Form 1500 IRIII, 1 t..ll)
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last l1t1ill rnth QIestctlttcnt
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PAVID C. WARREN
~
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I, DAVID C, WARREll. of the Borough of New Cumberland,
Cumberland County, Pennsylvania, do make, publish and declare
this to be my Last Will and Testament. hereby revoking all Wills
~nd Codicils by me at any time made.
-
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I direct that all Inheritance and
~
estate ta~es becoming due by reason of my death, whether such
taxes may be payable by my estate. o~,by any recipient of any
'. .:\ .;\
property. shall be paid by.the Executor out of the property
,....y:;~. ..... . :. .... . .-\
passing under IT~11 IV of~~hl~ Will ,''ts ,an expense ,and cost of
administration of' my est~te.... The Ex"c~t~r shall h~ve no duty or
obligation to obtain relmburseme~t for any such tax so paid,
even though on proceeds of insurance or other property not
passing under this Will.
......
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I direct the Executor to pay the
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expenDeD of m:1 lant il1ncsD and funeral expenses from the
property passing under this Will as an expense and cost of
adminlstr~tlon of my estate.
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InlLIll :
I give and bequeath all of my
-
houuehold furniture and furnishings, boo~.u, pictures, jewelry.
silverware, automobiles. wearing apparel and all other articles
of houuehold or personal use or adornment and all policies of
Insurance thereon to my wife, DOROTHY 11, WARREll, if she' survives
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me.
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Page 1
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(e) To hold In~estments In the name of a
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nominee: and
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(f) To underta~e all other acts In their
judgment deemed necessary for the proper and
advantageou. administration and settlement of my
estate.
.....
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Any person who shall have died at
-
ITEM VI:
-
the same time as I shall have. or In a common disaster with me.
or under such circumstances that the order of our deaths cannot
be established by proof. or within thirty (30) days of my death.
shall be deemed to have predeceas~~ me.
.. '
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JTEM VII: .... 1 hereby .nomlnate ,,',consti tute and
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my wife,.DOROTHY;I1.' WARREll.. 'to_be the Executrix, herein
-
,-
-
appoint
'..'
-
referred to as "Executor". In.the event,of her death or her
Inability or refusal to .erve. I nominate. constitute and
appoint CClIll BAlIK. N.A.. lIew Cumberland, pennsylvania to be the
Executor. Th. Executor .Is specifically relieved from the duty
or obli&ation of filing any bond or other security,
III W1TlIESS WIIEREOF. I ha'/e set my hand and seal to
this. my Last Will and Testament. consisting of this and the
!'....I
precedln& tWO (2) pages. at the end of each page of which
also set my Initials for greater security and better
Identification this /t! day of ~ ' 1990.
/i
DAVID C. WARREll
I ha....
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(SEAL)
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AFFIDAVIT
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COl1MONIIEALTH OF PElItlSYLVAlIIA )
) SS:
COUNTY OF )
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We,
and
t the Witnesses whoee names are
-
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw Testator, DAVID C. WARRtN, sign and execute the
instrument as his Last Will and Testament: that Testator signed
willingly and that he executed said Will as his free and
voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testator signed the Will as
Witnesses: and that to the best of our knowledge the Testator
was at that time. eighteen'.'(18) or more years of age, of sound
mind and under no 'constraint or undue influence.
.-
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Witness
Wi tneas
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Sworn to and subscribed
before me this day
of . 19
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Notary Public
My Commisaion Expirea:
(SEAL)
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Dauphin Deposit Bank
and Trust Company
MAIN OFfiCE, 213 "ARKET STREET. HARRISBURG. PENNSVLVANIA 1710\
Oecedent76~irmation
Nome:
DBVid C. Warren
Social Security No.: 204-03-3250
Dote of Death (000): 06/16/94
Account No.
8000182475
2040332500
Type
Certificate of Deposit
I A A
------------------------ ------------------------ ------------------------
Date Opened
or Issued
03/09/85
05/04/82
------------------------ ------------------------ ------------------------
Date C10SBd
or Matured
03/09/95 (Maturity)
Date of Death
BBlance $20,000.00
$33,967.60
------------------------ ------------------------ ------------------------
PLUS
Date of Death
Accrued Int. $15.73 $56.61
------------------------ ------------------------ ------------------------
Joint OMlers
(if any) or Dorothy M. Warren None
------------------------ ------------------------ ------------------------
Date of Joint
OMlership 03/09/85
------------------------ ------------------------ ------------------------
------------- -----------------~._---- ------------------------ ---,---------------------
Special Comments: N/A
Add;tlonal ,n(ormatlon ava,1able at 120,00 per hour. One hour m1nlw,um.
Date Prepared: August 30, 1994 Prepared by: Cheryl A. Bowers
Customer Management Infol'mat ion Oept. (CMt)
Telephone No. (717) 255-2054
Page 1 of 1
Form 00-020-218 (REV 7/93)
~ Indianapolis Life
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August 17, 1994
Mette, Evans & Woodside
9401 North Front Street
POBOX 5950
Harrisburg PA 17110-0950
Attn: Cayle D. Swindler
Regarding: SC10949 David C Warren, Deceased
Dear Ms. Swindler,
This is concerning the inquiry on the above contract.
It is a ten year certain, with five years remaining to
be paid. We show the beneficiary: Dorothy M. Warren. Mrs
Warren has elected to receive the remaining sixty payment each
month. The payments are $187.97 per month. This equals
$11,278.20, on June 16, 1994.
If I can be of any further assistance to you, please feel
free to contact me.
Sincerely
L [JtAl lc.... ~
Ann Dever, ACS
Accounting Specialist
General Accounting
11'111\1/.11'1111/11 \\11111/ "'111\\11111111'
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August 22, 1994
Mette, Evans, and Woodside
ATTN: Cayle Swindler
3401 N. Front street
Harrisburg, PA 17110
Dear Ms. Swindler:
As per your request, I'm enclosing the quotation showing
the value of David C. Warren's annuity [certificate number
3504605] at the time of his death, June 16, 1994.
If you have any questions, or need further information,
feel free to call 249-8933.
Sincerely,
~rf/~--
Roger A. Immell, PhD, FIC, CFP
enol: ctf value
~r"II'llJt'. rllh"t:J Ihrl'l:~n A-\I I'llltlhulnl. In;, ~kmh;'1 ',.,so ~1I1{
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Death Claims Service Information
certificate 3504605
Deceaaed. DAVID C WARREN
Death Date. Jun 16, 1994
...
BASIC COVZRAOIl
PLUS ADDITIONS MINUS IHDEB'rEDHIlSS
TOTAL PROCDDS
-------------- ------------------
--------------
$20,993
$0.00 $0.00
$20,993.00
Addltlana . PUA . to... rldon . FPA . lurplus . pr_11II roflnlo
Indtbttdneaa . loan + loan inter.at + liII premlLml
Theee amount. are for quotation purpo.e. onlr' The final amount. payable
will be determined throuqh the claim evaluat on proce...
BeDeficiery De.iguatioD'
Dorothy M Warren, wife
Special me..aqea for tbi. certificate oDly.
1.
Senefits received from an annuity or tax qualified plan with
AAL will be subject to federal income tax withholdinq unlsss
the recipient elects not to have an amount withheld. The
withholdinq is completely voluntary. If the bsneficiary doss
not want any federal income tax withheld, an election form W-4P
(Withholdinq Certificate for Pension or Annuitr Payments) must
be completed and mailed to AAL. If this form s not submitted,
federal income tax will be withheld from the taxable portion of
the death benefit at the rate of 10'. If withholdinq is
desired please note that when submittinq the claim forms.
Secause pennsrlvania has special divorce regulations, if the
insured was d vorced, you will need to obtain and submit a copy
of the divorce decree AND property settlement with the claim
formB.
2.
Mo.. ID. 00208-52-52 8
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
R[V..tlllU+ 1..1.1
cO"::'\l\lUi\~~~l.W~JbYAN"
ESTATE OF
PIoI9O P,lnl 0' T 0
FILE NUMBER
David C. Warren SS~ 204.03.3250
ITEM
NUMBER
A. Fun.,.1 Elrpen...:
B.
c.
06 16 94
DESCRIPTION
AMOUNT
1
John E. Neumeyer Funeral Home, Inc.
4 , 114 . 00
2
Gingrich Memorials . Headstone
1,005.00
I.
AdmlnllInlU.. eolll:
Poraonal Rep,ooonllllve COrm1llSion.
50clal 5ocu'tly Numbo, 01 Personal Rep,ooonIIU.e: 490.05.4229
Ve.. COrm1loslon. paid _
2.
Anomoy FIlOIl
Mette, Evans & Woodside
750.00
3.
Family Ex8f11llion
Clalmanl Dorothy M. Warren
Add,... 01 Clalmanl II decedonl'. deolh
snool Add,... 813 Coolidp;e
c~ New Cumberland
2,000.00
Rololion.hlp
Spouse
Street
5'01e PA Zip COdo 17070
4.
"'obOle Foo.
Mlo.lulneoul Elrpenl.l:
S 7 869.00
TOTAL Also onlor on Ilno 9, Roca lIulaUon
(II more apace Is noodod,lnsort addItional shoots 01 sarno slzo.)
COllynght Ie) '''' form lOti..". onl.,. Clnl., PIece Sollllt"",I"c.
Foun 1500 Sch.dull H (RIY, 7-11'
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--- -.---- -- - - --- ---- ----. ----. - - - -- -- - --- --
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~,;,1~~~~,~ j;:~f,;:':()FFiC:IAL ~EC~'Pr;. 'pe~~SYLV~NiA INHERiTANCE AND ESTATE TAX! ,,:::~'~ ,,:.: :'~,:.: ~"-'-,'
ACN
ASSESSMENT Ii'
CONTROL 1,;,1
NUMBER
RECEIVED FROM,
a
AMOUNT
ROGER" ELYSE r::
3401 NORTH FRONT STREET
POBOX 5930
HARAI SBURG PA 17110
101
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ESTATE INFORMATION,
fa FILE MBER
!:'I AM
1;,1 WARREN OAV IDe
ID DATE 0 PA M
m PO "'AR DA
COU Y
SSN 2(l1.'-03"~~e50
FIR T MI
CU/1!JF.RLAND
iFDm
REMARKS
fa TOTAL AMOUNT PAlO
.3.330.30
DOROTHY M. WI1RFlEN
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GNATUR
SEAL
CHECK II 71J2
RECEIVED BY
REGISTER OF WILLS
~- ------.- -- --- - - -- -.-- --- --- --- - - --~---
WILLS
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REV-1547 EX AFP 108-94) ~
(11""0101101'.1111 01 1',.......'1"....1" ~....~ ~~'}
llll'Atil"IHl lJI III VI NIII (.,......; 1;.l.. NOl1n or JNIRRITANt[ tAM.
f!"~lAlJ III Itdll\lllllJAI "'.IS ;' _ -:t?l . \,' AI'f)H^I~IHlHI, ALlOWANC[ OR DISALLUWANCE
::~~~i~~~~~;~l". III"''' 0'.01 ,.'. .t:. : Of nUJUC110H~ ANn AsseSSHENT or ux DATE 12~26~q(1
E'STATE OF IoIARRI:tI DAIIID-l FILE NO. "21' ~i,-07B7'
DATE OF DEATH 06-16-9', COUNTY CUMIIERLAlIO
;,/NOHI 10 INSUR[ IIHOI'[R CR[DIT TO VOUH ACCOUNT, sunHIT TIlE urrrR "ORTtOH or TIllS rORM willi YOUR TAX
PA\lt1[NT TO TIlE RlGISUR or HUlS, MAKE cllteK PAYABle 10 "RIGISHR or WillS, AG[NY"
REMIT PAYMENT TO:
ACN
101
I,
El YSE E ROGERS
METTE HAL
PO 1I0X 5950
illiG
REGISTER OF WILLS
CUMIIERLAIID CO COURT 1l0USE
CARLISLE, PA 11013
"A 11110-91',6
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,-,_._.._.....,...~
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
i(EIi: is '47 - EX 7. F P- - i 0 ii: 9 (, Y - IioY iCE - -6 i: - "iNH ER i i' A HC E - 'r"Ax - A P PitA is EM Eli T -; -;.. L i.-6w Aifc E - iili - - - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF WARREll DAVID FILE NO. 21 94-0181 ACN 101 DATE 12-26-9"
TAX RETURN WAS 1 I X I ACCEPlED AS fiLED
CltANG[D
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGIIIAL
1. R.al E,t.to ISchedule A)
2. stocks and Donds ISch.dula 8J
S. Closely ttdd stock/P.rtnership Interelt ISchedule C)
4. Hartg.ges/Not.. Receivable (Schedule DI
5. Cash/Dank Deposits/Hisc, Personal Property tSchedule [)
fl. Jointly Owned Properh ISchedule f)
7, Tran.fors (Schedule 01
O. Total A.sat.
.00
.00
.00
.00
66.295,41
.00
.00
(0)
11)
(:n
131
(4)
IS)
Ibl
17)
66.295.ltl
APPROVED DEDUCTIONS AND EXEHPTIONSI
q. runeral [xpentons/Adlll. Cosh/Hisc, bpenl.. (Schnduh II)
10. Debts/Hortgage Liabillties/linns (Schedula II
11. Total Deductions
12. Het V.lue of Ta. R.turn
13, Charitable/Governlllental naqua,t. (Schedule Jl
14. Hot VnlUR of tst.tn Subjnct to Ta.
101
1101
7.869.00
.00
III )
(12)
113)
11,,1
7.B6Q 00
58, (,26. it!
.00
58, (,26, It!
If an assessment was issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15, ^nount uf Line 14
lb. Anou"t of Lin. 14
17. Anou"t of linn 14
18, Principal Ta~ Due
14, 15 and/or 1&, 17 and 18 will
returns assessed to dote.
NOTEI
at 5pouul
taJ(sblo ut
laxnbh 8t
rat.
Lineal/CIsss A ratu
Collator.l/Clals 0 rate
1151
(Hd
1171
.00 X .00.
58,(126,(t! )( .06"
.00 X .15.
1I0!
.00
3,505,58
.00
3.S05.58
TAX CREDITS:
..-------
PAYHWT
OAf[
otj-:T,.": 9(,.'
-.--.------------- --~._----_._--._--
RECElPT DISCOUNT 1+1
NUHOER INTEREST C-)
.-.---MMiJIZ-ij'i,i1-- ------.1'75:'2-8'- -----3: 330-.30
AMOUNT PAID
1_--.___-- .
.---.-.-----...- CT'~TAL ~~E~~REIlITC==-i--5-0~~:i8..~i
18ALANCE OF TAX DUEl .00 I
I~~__ ~NTEREST---~_.____ _,~~=~,O~~'-~i
I.. ...__~_ll!~l:..~UE_._____L. .00.1
I tr TOTAL DUE 15 LESS THAN U, NO PAYHHn IS REQUIRED.
Ir TOTAL our IS RHlECHO AS A "CR[DIT" fCRJ, YOU MAY Dr DUE
A R[FUND. 5[[ REVERse stOt or
. Ir PAID ArTCR DATE INDICATED, SEE R[VERSE
raR CALCULATION Of ADDITIONAL INTEREST.
RESERVATION I E.tat.. of d.c.d.nt. dvlng on ot b.fot. O.c.ab.t 12, 1"2 .- If any future Int.t..t In the ..t.t. I. tran.f.tr.d
In Po.....lon or .nJov..nt to CI... B (coll.t.ra') bln.flcl.rl.. of thl dlc.d.nt .ft.r the ..plratlon of anv .stat. for
Ilf. or for y.ar., the Co..onw'llth h.r.by I.pr...lv r...rv.s the right to .ppr.I.. Bnd ...... tran.f.r Inh.rltanc. T....
.t the IBwful CI.ss B (coll.t.r.l) r.t. on Bny such future Int.r..t,
PURPOSE OF
NOTICE I To fulfill th. r.qulr...nt. of S.ctlon 21~0 of thl Inh.rltanc. and E.t.t. T'M Act, Act 22 of 1"1, 72 P.S.
S.ctlon 21,.0.
PAYHENTI D.t.ch the top portion of thl. Notlc' and .ub.lt with your p.y..nt to the R.gI.t.r of will. prlntld on the r.v.r.. .Id.,
..Hak. ch.ck or .on.y ord.r p.yabl. tal REGISTER OF MILLS, AGENT
All p.y..nt. r.c.lv.d .hall flr.t b. appll.d to any Int.rl.t which a.y bl due with .nv r.aalndlr appll.d to thl t..,
REFUHD (CR)I A r.fund of . t.. cr.dlt, which wa. not rlqul,tld on the Ta. R.turn, a.y b. r.qu..t.d bV co.platlng .n "Application
for R.fund of P.nn'Vlvanla Inh.rltanc. and E.t.ta Ta." IREV.15151. Applications .r. .v.lllbll at the Offlc.
of the R.gI.tar of Will., any of the 25 Ravlnu. DI.trlct Offlc'" or by c.lllng the ,plclal 2,..hour
an,wlrlng ..rvlc. nueblr. for for.. ord.rlngl In P.nn'Ylvanla 1.'00.562.2050, outsld. p.nn.ylvanl. .nd
within local tt.rrlsburg .r.a 17171 7&1.8094, TOO' (117) 172.ZZ52 CH..rlng lap.lr.d Only),
OBJECTIONS I Any party In Int.r..t not ..tl.fl.d with the .ppr.I....nt, .llowanc. or dl.allowanc. of d.ductlon., or ........nt
of t.M (Including discount at Int.r..tl .. .hown on thl. Hotlcl .u.t obJ.ct within II.tv (60) d'vI of rlc.lpt of
this Hotlca byl
..wrltt.n prot..t to the PA D.p.tt..nt of R.v.nul, Board of App"I., OEPr, 281021, H.rtl.burg. PA 11128-1021, OR
...l.ctlon to h.v. thl .attlr d.t.r.ln.d at audit of th. account of the p.r.onal r.pr...ntatlv., OR
..appeal to the Drph~.' Court.
AD"IH
lSTRATlVE
CORRECTIONS I
Factual .rror. dllcav.r.d on thl, ........nt Ihould b. .ddr....d In writing tal PA O.part"nt of Rev.nu.,
Bure.u of Indlvldu.l T.lC.., ATTHI po.t h......nt R....I.w Unit, DEPT. 280601, Itarrhburg, PA 111211.0601
Phon. 11171 187.6505, S.. p.g. 5 of thl book lIt "Inltructlon. for Inh.rltancl Ta. R.turn for a R..ldent
D.c.d.nt" CREV.1501) for an ..plan.tlon of .d.lnl.tratlv.lv corr.ctabl. error..
lNTERESTI
If any t.. due I. paid within thre. (3) cII.ndar lontn. .ft.r lh. d.c.d.nt'. d.ath, a flv. p.rc.nt CS~) dl.count of
the la~ paid I. allow.d,
Int.r..t I, charg.d bIg Inning with flrlt d.y of d.llnqu.ncv, or nln. C'J aonth. and on. (ll d.V fro. thl dale of
de.th, to the data of pay..nt, TalC.. which b.ca.. d.llnqu.nt b.for. January 1, 1982 b.ar Int.r..t .t the rat. of
.1. 16~) p.rcent plr annul calculat.d at . d.lly rat. of ,000164, All talC" which b.c... dlllnqu.nt on and .ft.r
Janu.ry 1, 1982 will b.ar Inllr..t at a rat. which will ...arv fro. c.l.ndar v..r to cal.nd.r y..r with that r.t.
.nnounced by th. PA Depart,ent of R.v.nue, The appllcabl. Inl.r..t rat., for 1982 through 1995 arel
DISCOUNT I
'!!!! Int.,.lt Rat. D.lIy lnlarllt Factor V.lr ln1erllt Ratl D.lly lnt.rllt Factor
1982 20:C .000S48 1981 .. ,OOOl"7
1985 161C .000438 19811-1991 1l:C .000501
198.. U:C .000301 1992 .. .0002~7
1985 U:C ,000356 1993.199" ,. ,000192
1'86 IDle .000214 1995 .. .0002~7
.....Int.,..t I. calculat.d ., follawlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Anv Hotlcl I.,ued aft.r the t.. b.co... d.llnquent will refl.ct an Int.r..t calculation to flft..n (15) day.
b.vond thl d.tl of thl ........nt. If pay..nt II ..d. aft.r the Int.r..t coeputatlan dal. shown on th.
Hotlc., addltlon.1 Intar..t ""t b. calculat.d.
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