HomeMy WebLinkAbout94-00850
--..
,-he.:'
",,,.,...,!
f.'
_\,:,iC{'
"'
ro'-
",',.
-,
RfY..,OO. EX + 11.9Al
I!!
..:s..
frlg:~
",09
u~..
.
I 4 - ;;13 rt - ~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OR OATIS 0' OIATH AnlR 12/31191 CHICK HI~
I' A SPOUSAL Q
POYIRTf CRIOIT 15 CLAIMIO rn
'Ill NUMIIR
;1./
COUNIY CODE
DlctOENI'i COMPUTE ADDIUi
Iii
iii
frl
o
COMMONWfAltH OF PENN5YlYANIA
DEPARTMENT Of REYENUE
Of PT. 280MB
HARRI5BURG. FA 11121.0601
DtCEOEH' NAME llA t. flO . AND MIDDlE IHlTtAl
CONSTABLE Willard A.
iOCIAl nCUIWY NUMln DAIf or DEAItI
1/12/94
q~
YEAR
r- 5 0
171-07-2660
I" .'"ICAIUI SlIlWIVlua SPOUII'S "AN rlAII. f'llI ANO NtOllllllltllAtl
NUMBER
411 E. Main Street
Shiremanstown, PA
eOl/1I1 eu net
AMOUNIIECUVIO IUI INStaUCTlONSI
17011
OAn Of 1I11H
11/20/11
rn 1. Original Return
o 2. Supple menial Return
o 3. Remainder Relurn
(for dole. of deolh prior 10 12.13.821
o S. Federal Ellale TaK R,'urn Requlr.d
o .to. Fulure Inler8l1 Compromlll
(for do'e. of doo,h oller 12.12.82)
o 6. Decedenl Died rellale 0 7. Decedenl Malnlalned 0 living Trull
(Allo,h ,opy of Will) (Allo,h 'opy 01 Tru'l)
\CORRESPONDENCI AND CONFIDENTIAL T X:INFORMATIONSHOULD.BE DIRECTED, TOb'"..,::;1 m'l",' ,,1\1"'11:'
COMPIlIE MAl tNO ADOIU
1. Real Ellale (Schedule A)
2. Slo,ks and Bond. (S,hodule BI
3. Clollly Held Sloc~/Parlnerlhlp Inler..' ISchedule C)
.t. Martgagel and Noles Receivable (Schedule D)
5. COlh, Bank Deposlls & MllcellaneauI Penanel Pfoperly
(S,hodule E)
6. Jalnlly Owned Properly (Schedule f)
7. T,o"le" (S,hedule G) (S,hedule l)
8. Talal Gron Aueh (10101 line I 1.71
9. Funeral Ellpenses, Admlnlllrallve COlli. Miscellaneous
Ellpenl" (Schedule HI
10. Dob... Morlgoge lIoblllll... lion. (S,hedule I)
11. Talal Deducllan. (lalalllnel 9 & 10)
12. Nel Value of Ella'e (line B minus line 11)
13. Charitable and Governmental Bequelh (Schedule J)
l.t. Nel Value Sub eet to Tall (line 12 mlnul line 13)
15. Spaulal Transfers (far dolel of dealh afler 6.30.9.t)
See Instruction. far Ar,pllcable Percenlage on Reverse (15)
Side. (Include volulI ram Schedule K or Schedule M.)
16. Amount 0' line 1.t la;,cabl. 01 6% role
(Include valulI from Schedule K or Schedule M,)
17. Amount of line 1.t laKable 01 15% role
(Indude valulI from Schedule K or Schedule M.)
18. Principal lax due (Add lax from Unll 15, 16 and 17,1
19. Credit. Spaulal Paverly Credit Prior Poymenll
11';'10 + +
20. If line 191. grealer Ihan line 18, enler Ihe difference on LIne 20. Thll I. Ih. OVERPAYMENT.
aD
21. If LIne 18 II grealer than line 19, enler Ihe difference on line 21. Thl.I'lhe TAX DUE.
A. Enler Ihe Inlerel' on Iho balance due on line 21A.
B. Enler Ihe 10101 of line 21 and 21A on line 218. This I, the BALANCE DUE.
Malee Chuk Payabl. tal Reglst.r of Will., Ag.nt
o ~. limited E,'a'e
rillii
"'0
"'z
3~
Murre1 R. Walters
TUIPHONI NUM.U
717 697-4650
III Es
z
o
S
E
~
frl
'"
z
o
1=
~
'"
o
u
S
_ 8. Tolal Number of Safe Oepa.U BOK.'
54 East Main Street
Mechanicsburg, PA 17055
III
12)
(3)
(~ )
(5 I ---13-.-95J1..D.O
16)
(71
13.950.00
(9)
8.365.00
(g I
(10)
8,365.00
5.585.00
(Ill
(121
(13)
(I~)
5.585.00
)(._11
116)
5,585.00
335.10
)( .061::1
1171
)( .1S II
1181
Olscounl
Inler8l'
335.10
0.00
Check he,e if you arc requesting a fefund of your overpayment.
119)
(20)
'~
(21)
(21AI
(2181
~'-rfll'. I
, "
.,;..l;. ~... ,.,
,:\Or"'k,~1: to',:,,':.. \ ,BE SURE TO ANSWER ALL QUESTIONS ON REVERSlSIDE AND,TOREC ECK AT ',.l
"d.r p.nalll.1 of perlury. I declare Ihat I have lJItamlned Ihll return, Including accompanying Ichedulel and Itatemenl1. and to Ih. bel' of my howl.dg. and b.lI.f,
1111 tru., correct and complele. I declare Ihal all real ellale hal been reporled al true market yalue. Oeclarollan of preparer olh.r Ihan Ihe perianal r.pr....,n~1 IIv. h
baled on all Information of which preparer has any ~nowledge. /6 '., L/ - L_
i If Of PEIlSON 1115'0 I lE f 11lNO InUliN ADDRUS t . ant. OAIf.
Colleen B. Constable Shiremanstown PA 17011
ADDIlUi DAlE
Murre1 R. Halters, III, Esq. 1':;~C(-r,.'T
5 E. Main St., Mechanicsburg, PA 17055
, ,
Act .48 of 1994 proYlde. for the ,eduction of the tax ratellmpo.ed on the not value of tran.ferl to or for
the u.e of the IpOUle. The rat.. 01 prelcrlbed by the Itatute will bel
e 3~ (,03) will be applicable for eltate. Df decedenll dying on Dr after 7/1/94 and before 1/1/96
e 2~ (.02) will be applicable fDr e.tate. Df decedent. dying on Dr after 1/1/96 and befDre 1/1197
e 1~ (.01) will be applicable for e.tatel Df decedentl dying on Dr after 1/1/97 and before 1/1/98
e Spoulal tranalerl occurring on or of tor 1/1/98 will be exompt frDm Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make 0 Iranller andl
;(
a. r.taln the USI or Income of the property transferred, .......................................................
b. retain the right to deslgnale who .hall use the property tronslerred or Its Income, ........."',..
c, r.taln a reversionary Inlerell; or ...................................................................................
.t
d. receive the promise lor life of either paymlnts, benefits or care' ..............,....,..........,..,..... Y
2. If death occurred on Dr belore Oecemb.r 12, 1982, did deced.nt withIn two y.ars pr.c.dlng
deolh transf.r property without r.celylng adequate consideration' II death occurred alter
December 12, 1982, did decedent tranller property withIn one year of death without recelylng
adequall (onsld.rollon................................................................................. 00.................
i:
3. Old decedent own on 'In trusl for', bank account 01 his or her d.ath''''....'''..,........................,
k'
IF THE A~SWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
')
uu
1E't1SOlU. P:~'1
W'
COMMOHWIAUH O. PlHHmYAHIA
IHHIlIlAHCI TAX RnURN
I..IDINT DlelDINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSON~,L PROPERTY
Ploa.o PrInt or l' 0
'filE NUMBER
ESTATE OF
CONSTABLE, Willard A.
CAli p,.p.rt., lolnll't~n.d with the Right .f Survlvorahlp mull b. dl.clo..d on Sch.dul. '1
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
I.'
1992 Oldsmobile automobile
per appraisal of Bob's BP.
13,950.00
,
i
-:;
.r
~'
TOTAL Alsa ontor on IIno 5, Roco lIulatlon S 13 , 950. 00
(Allam addltlonol 8,",," lC 11" ,h..flll more .poc. II needed.)
om
CONSTABLE, Willard A.
ITEM
NUMBER
IIYUII'It""1
. -
i
..- ...-..-----.....-.---
.....~-
..--.. ..- ----~
t!Jb '
COMMONWfAUlt o. ,umlnVANIA
lHllllltAHCf tAX UTU_N
..IIDINT DfCIOIHf
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Prln' or T .
B R
DESCRIPTION
AMOUNT
-
A. Fun.ral Exp.n...,
B.
l.
Myers-Harner Funeral Home
Alto-Reste Cemetery
M. R. Cupples Memorial Co., Inc.
5,620.00
595.00
55.00
2.
3.
I.
AcImlnl.trollv. CO.'SI
P.rsonal R"pre,"nlall." Cammlulan.
Social Slcurlly Number of Personal Rlp..llnlallvlI
Year Commlulons paid
2.
Allornoy FI..
Murrel R. Walters, III, Esq.
95.00
3.
Family exempllon
Clalmonl Colleen B. Constab1ft8lallon.hlp surviving wife
Add..u af Claimant 01 decldenl'. dealh
Slreol Addr... 411 E. Main Street
Clly Shiremanstown Stale Pa. Zip Code 17011
2,000.00
4. Probale Fe..
C. Mlscellan.ous Exp.n...,
1.
2,
3,
4.
5.
6.
7,
8,
TOTAL (AI.o e.,'or on line 9, Rlcapllulallon)
(If more spac. I. n.ed.d, Inurt additional .he.'. of .am. size,)
s
8,365.00
.~Y.UU.I ~~J '11
.~
COMMOHW....UH Of ,eNN,YlVANIA
INHIRnAMCI fAX ..fURN
..IIDINI DIClDINI
SCHEDULE J
BENEFICIARIES
ESTATE OF
CONSTABLE, Willard A.
FILE NUMBER
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
3HARE OF ESTATE
A. Toxabl. Bequlltll
1.
Colleen B. Constable
411 E. Main Street
Shiremanstown, PA 17011
spouse
100%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental B_quelll:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.a enler an line 13, Recapllulallon) S
(If more .pac. II n..d.d, Inl.r' addlllanal .h..t. of lam. all.)
Name
Phone
No.
,^'1
Dolo (drf/ l?ll
(" \~ / q.S! t .
.'
.,
.
'7"
BOB'S BP
295 RT. 15
D1LlSBURG, PA 17019
432-4413 or 697-1605
Cullomer'.
O,d.rNo;
Addr,"
.o~o.,
O""c.c,.
=n::
OUAN.
DESCRIPTION
~ '('lll-
TAX
TOTAL '3 ~ . oil
All claim. and relurned good. MUST b. accompanied by 11111 bUI,
he'd by
V1'~9:Pw P,lnl,d In UU.
007687
JVOlS47 EX AFP IDS094*
CDHHOHWEAlfH Of PENNSYLVANIA
DEPAAlH(HT Of REVENUE
BUREAU Of tHDIVIDUAl tAXES .
PEP'. lion l
ttARAISIUAG. PA UllI-OUl
/11- 1 ;rt - .~
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
ACN 101
'it:.
o
DATE lZ-19-94
CHANGED CT ::
...
OJ
~:DO
0'00
~.
, .~O
~
13 .9 . 0
.00
.00
II)
8.365.00
.00
111)
1121
I1S)
114)
.00
5.5B5.00
.00
AHDUNT PAID
INTEREST IS CHARGED FRDM 10-13-94 TD lZ-Z7-94
AT THE RATES APPLICABLE AS DUTLINED ON THE
REVERSE SIDE DF THIS FDRM
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
Allount Ra.Ht.d
..,.
'-'
C?
~
X .00.
X ,06.
X .15.
I1SJ
FILE ND.
01-IZ-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS 'ORH WITH YOUR TAX
PAYHENT TO THE REOISTER 0' WILLS. HAXE CIlECX PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAVMENT TOI
MURREL R WALTERS 111 ESQ
54 E MAIN ST
MECHANICSBURO PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECDRDS ~
iiE\;:iiiioTEX.AFP-iiiif:muiioricE-.OF-YriHEiiifAHCE-YAx-jippiijiisEHEiiT~--Ar.i:ciwiiNCE-i:iR-._momo.m_-
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF CoNSTABLE WILLARD A FILE NO. ZI 94-0B50 ACN DATE Z-19-94
JS
,,':E
ml\.'
.., t~
,
("'1,-",
h.t. '.
a
-
~: It
::::-:;\.
lilo
-
If an assessment was issued preYiously. lines 14, 15 and/or 16. 17 and IB will
roflect figurel that include the total of ALL returns assessed to date.
ASSESSMENT OF TAXI
15. Allount of Lln. 14 at Spou..l
16. A.aunt of Lin. 14 t.~.bl. .t
17. Allount of line 14 taKabl_ .t
18. Principal T.~ Due
TAX CREDITS I
PAYHENT
DATE
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CDNCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. R..l Estat. CSchadul41 A. III
2. stock. and Bond. (Schedul. 8) (2)
3. Cla..h Held stock/hrtnar.hlp Int.r..t (Schedule C) 15)
4. "oriaaa../Note. R.ceivable <<Schedule OJ (4)
5. C..h/Bank D.po,it,/Hilc. Person.l Prop arty CSch.dul. EJ 15)
&. Jointly Owned Prop.rty ISchedul. F) Cbl
7. Tran.hrs C Sch.dul. 0 J C 7)
8. Total A.,et s
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.rd Expen..s/Adll. Costs/Hi.c. Exp.n..s ISchedul. HJ (9)
10. Debts/Hortaage LiabiliU.s/Li.ns CSchedule II ClOt
11. Tatal Deduction.
12. Hat Value of Tax Return
15. Charitable/Governll.ntal a.que.t. CSchadul. J)
14. Hd Value af Estata Subj.ct to Tax
NDTE:
rat.
Line.l/Cla.. A rat.
Collateral/Cl... 8 rate
(15)
I1bl
(17)
RECEIPT
NUHBER
DISCOUNT I + I
INTEREST I-I
UI
IX)
13.950.00
R.36~ no
5.585.00
,00
5,5B5.00
.00
335,10
.00
335,10
,00
335.10
4.89
339.99
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS fORH fOR INSTRUCTIONS. I
,
"
RESERVATrON, E,'at.. of d.c.dlnt. dWlng an or b.for. Dlc..b,,. 12, 19'2 ~- If any lutur. Int.r..t In the .It.t. I. tran,f.rred
In po.....lan or .nJo~'nt to Cl.., I (eol1.t,r,l' bln'flcl.rl.. 0' the dlc.dlnt .,t.r thl Ixplratlon of any ..tat. for
II'. or 'or v..r" thl Co..onw..lth her.bv I.pr...lw r...rv.. thl right to IPpr.I.. end ...... tranl'.r Inheritance T....
at thl lawful el... . (coll.',ral' rata on any such future lnt.r..t.
PURPOSE OF
NOTICEl To fulfill thl raqulr...ntl of Slctlon 2140 of thl Inherltanc. Bnd Eltat. Ta. Act, Act zt 0' 1991. 72 P.S.
Section ZlU.
PAYKENTI Detlch thl top portion of thl. Notlel and .ub.lt with vour plv.ant to thl Rlgls,ar 0' Will, prlntad on thl rav.r.. ,Ida.
..Haka chIck or lonew ord.r paVlbla tal REOISTER OF MILLS, AGENT
All plv..n'. r.calvad .hall flrlt ba appllad to .nv Intara.t which .av ba dua with anv ra.alnd.r appllad to tha ta_.
REfUND ICR)I A rafund of . ta_ cradlt, which wa. not r.qu..t.d an the Ta_ A.turn, "V b. r.qu..t.d bV ca.pl.tlng ., MAppllcatlan
far Rafund a' P.nn.ylvlnla Inh.rlt,nca .nd E.t.t. T._M IREY-1313). Appllc.tlan. .r. .v.llabl. at tha Df,lc.
a' tha Ragl.tar a' Will., .ny of the 23 R.v.nu. DI.trlct O'flc.., or bV calling tha .p.clal 24~haur
anlwarlnu ..rvlc. ~bar' 'or far.. ard.rlngl In Pann.ylvanl. 1~100-36r-2050, out.ld. P.nn,Vlvanla .nd
within lacII H.rrl.burg .r.. (717) 111~1094, TOO' (717) 772-2252 IH..rlng I~alrad Onlyl.
OBJECTIONSI Any p.rtv In Int.ra.t not ..tl.,I.d with the .ppr.I....nt, ellawanc. or dl"llawanc. a' d.ductlan., or ........nt
of ta_ I Including dl.count or Int.r..tl a. .hawn on thl. Natlc. .ult obJ.ct within .Iwty (601 d.V' of racalpt a'
this Notice bVI
--wrltt.n prat..t to the PA a.part..nt a' Rlv,nu., Ba.rd of Appa.I., DEPT. ZIIOrl, Harrl.burg, PA 17121-1021, OR
--.l.ctlan to have the .Itt.r d.t.r.ln.d .t eudlt of the .ccaunt a' the p.r.an'l r.pr...ntatlv., OR
--app..1 to the Orphan.' Court.
AD"IN
ISTRAflVE
CORRECTIONS I
f.ctu.l .rrar. dl.cav.r.d an thl. ........nt .hauld b. .ddr....d In writinG tal PA O.p,rt..nt a' R.v.nu.,
Bura.u a' Individual T,llll. ATTNa Pa.t A.......nt R.vl.w Unit. DEPT. za0601, H.rrlsburG, PA 17UI-OUI
Phone 17171 717-6505. S.. p.g. 3 of the baakl.t "In.tructlan. 'or Inh.rltanc. T.w R.turn far. RI.ldlnt
Olc.d.nt" IREV' 1501) far an l.pl.n.tlon of edllnl.tratlv.lv carr.ct.bla .rrar..
INTEREST I
I' eny t.w due I. p.ld within thr.. (3) c.l.nd.r lanth. .ft.r the d.c.d.nt'. d..th, . 'Iv. p.rcant C5~) dl.count of
thl ta. paid I. allaw.d.
Int.r..t I. charg.d b.glnnlng with 'Ir.t d.v of d.llnqu.ncv, or nln. (,) ~th. ~ on. el) dev 'roe the d.t. of
d..th, to thl d.t. 0' p.yaent. T.... which b.c... d.llnquent b.far. Janu.ry I, l'lr ba.r Int.r..t It tha rat. of
.Iw I'~) p.rc.nt p.r annul c.lcul.tad .t . dIlly r.ta of .000164. All tl... whIch b.ca.. d.llnqu.nt on end .,t.r
Januarv I, 1912 will baar Int.r..t at . r.t. which will v.rv 'ra. c.l.nd~r y.,r to c.land.r v..r with thlt r.t.
announc.d bV the PA D.p.rt..nt of R.venu.. Th. appllcabl' Intar..t rat.. far 19ar through 1994 .r"
DISCOUNT I
'!!!! Inter.st Rat. D.lly Inter..t f.ctor ~ Inter..t R.ta DIlly Inhr..t f.ctar
Ifl2 XU .000541 19a6 .OX .000274
1985 16X .0DOUa 1987 'X .D00247
1984 IIX .00031l 19aa~I"1 IIX .DOOSOI
1915 ISX .00035' 1992 OX .000247
I"S~I994 'X .000192
1995 OX .000247
--Int.r..t I. c.lcul,t.d .. fallaw',
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Natlca I..ued .ft.r the taw b.coa.. dallnquent will r.fl.ct an Int.r..t calcul.tlon to flft.an CISJ dlY'
bayond tha d.t. 0' the .......ant. If p.y.ant I. .ad. .,t.t tha Int.r..t caaputatJon data .hOwn on tha
Natlca, additional Int.r..t .u.t ba c.lculatad.
REV-1S47 EX AFP (OB-94~
COHHOHWULTtI OF PENNSYlVANIA
, DEPAATHENT Of' REVENUE
J BUREAU Of INDIVIDUAL TAMES
DEP'. 21D6Dl
HARRISBURG, PA 17111-0601
S E 0 FILE ND.
DATE OF DEATH 08-14-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER GF WILLS, MAKE CHECK PAYABLE TO "REGISTER G, WILLS, AGENT"
REMIT PAYMENT TO:
1'1
"1' ,~)\
.' {v -
ACN
101
~
NOTICE OF INHERITANCE TAK
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT 0' TAK
JOEL R ZULLINGER
75 EKING ST
SHIPPENSBURG PA 17257
DATE
01-30-95
REGISTER DF WILLS
CUMBERL~~CO CDURT
CARLISL~iKA lUll 3
3', i:rl
f~!
Alloun
HOUSE
::0
:TJrn
,.~ n
R...1tt.d:~
(': :i:
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDll. .... 0'1 :"
ii{li"=is4i-Ex-AFi'--iilii=94Y"iiiificE""o';-YNHEifii'ii,(cE-YAinipPRAisEiiEii:r;-AL1-owA;rcE::O-R_m:~____m__--
DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT D/;, tAX ~ i'" '..
ESTATE OF WITTER OLGARETTA K FILE ND. 21 94-0950 ACN )>fpl ,'>', DATE 8.01-30-95
-
TAK RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: DRIGINAL
1. Red eat.t. (Schedul. Al ell
2. Stocke and Bonda (Schedul. 8) (2)
3. Clo..ly Held Stack/Partnarshlp Int.,...t (Schedule C) (3)
4. Hartg.a../Hot.. Receivabl. (Schedul. DJ (4)
5. Ca.h/Bank Daposita'Khc. Parsonal Prop.rty (Schedul. E) (5)
6. Jointly Owned Prapa,-ty (Schadule F) 16'
7. T,..nsf.,.. (Sch.dul. 0) (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.r.l Expen.../Ad.. Co.t./HI.c. Exp.n... ISchedul. H) (9)
10. Debt./Hortgag. Liabiliti../LI.n. (Sch.dul. I) (10)
11. Total Deduction.
12. ~~t V.lu. of Tax Return
13. Charitabla/GoY.rn~ent.l a.que.t. (Schedul. JJ
14. Net Value of E.tat. Subject to Tax
If an assessment was issued preYiouslY, lines
reflect figures that include the total Df Abh
ASSESSHENT DF TAXI
15. A.ount of Lin. 14 at Spou.al rata (15)
16. A.ount of Lin. 14 taxabl. at Lineel/Cla.. A rat. (16)
17. A.ount of Lin. 14 taxabl. at Collat.ral/Cl... Brat. (17)
18. Principal Tax Due
NDTEI
TAX CREDITS:
PAYHENT
DATE
11-12-94
RECEIPT
NUMBER
MM913180
DISCOUNT I +l
INTEREST 1-)
126.55
I CHANGED
.00
.00
,00
.00
7.116,60
41.757.51
.00
IBl
4B,874.11
6,652.51
38.89
Ill)
112)
113)
(14)
6.6Ql 40
42.182,71
.00
42.1B2.71
14, lS and/or 16, 17 and 18 will
returns assessed to date.
.00 X .03_
42.182.71 x,06.
.00 X .15_
llB)
.00
2.530.96
.00
2.530,96
AMOUNT PAID
2,404,41
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2,530.96
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION GF ADDITIONAL INTEREST,
I' TOTAL DUE IS LESS THAN fl. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREon" (CR), YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS 'ORM FOR INSTRUCTIONS,)
II
\;
j,
'1:
q
'I
'I
:1
11
;1
j1
Ii
':I
, ; I
.
RESERYATION. Eltat.. of dlC.d~t. d~Jng on or blfar. a,cI.b.r 12, 1'.2 .. If any future Int.r..t In thl ..t.t. 1. trans fir red
In po.....lon or enjoy..nt to el... . (eol1et,,.a1) bln.flcl.rl" 0' the dleedlnt .ft.r the Ixplratlon 0' any I.t.t. for
11'. or for v..r., thl Co..onw..lth hereby I.pr...ly r...rv.. thl right to appreJ.. and ...... tranl"" Inh.rltencl 'IX"
at the llw,ul eta,. I (collat,r.l) rat. on any luch future Int.r..t.
PURPOSE OF
NOTICE, To fulfill the r.quir.'tnt. of Slctlon 2140 0' thl Inherltanc. and E,t,t, Tex Act, Act 22 of 1991. 72 P.S.
S.ctlon 2140.
PAyttEHTI a.heh thl top portion of thle NoUn and ,ubIIlt with your Ply..nt to thl RIght,,. of Wille prlnhd on thl nv"" side.
--"aka chIck or .onlY order payable tal REOISTER OF MILLS, AOENT
All p.y..nt. r.c.lv.d .h.ll flr.t b. .ppllad to anv Int.r..t which .av ba dul with any r...lnd.r appll.d to the t.x.
REFUND (CA)I A r.fund of . t.x cradlt, which w.. not raqu..t.d an thl T.x Rlturn, .IY ba rlqua.tld by caaplltlng an "Appllcltlon
far Refund of Pann.vlvanla Inharltancl end E.tat. T.x" CREV-ISIS). Appllc.tlon. erl avallabl. It thl OffiCI
of thl Rlgl.t.r of Will., any of t~ 2S Rlv.nu. DI.trlct OffiCI', or by calling tha .pacl.1 24-hour
an.waring .arvica nu.blr. for far.. ard.rlngl In Plnn.ylvanl. 1-80a-S62-2050, out.lda P.nn.vlvanl. and
within loc.l Harrl.burg .r.. (717) 787-8094, TOOl (717) 772-2252 (H..rlng IIP.lr.d Onlv).
OIJECTIONSI Any party In Int.rl.t not ..ti.flad with the appr.I...tnt, allowanc. or dl..llowanca of dlductlon., or .......ant
of tax (Including dl.count or Int.r..t) .. .hown an thl. Notlc. au.t obj.ct within .Ixty (60) d.v. of r.cllpt of
this NoUn bYI
--wrltt.n protIst to the PA nlp.rt..nt of R'Vlnu., 80.rd of App..h, DEPT. 211021, Harrisburg, PA 17128-1021, DR
--.l.ctlon to h.v. the I.tt.r dat.r.ln.d at audit of the account of the p.r.on.l r.pr...ntatlv., OR
--app..l to the Orphan.' Court.
AD"IN
ISTRAnVE
CORRECnONSI
F.ctual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rt.ant of R.v.nua,
Bur.au of Individual T'M", ATTNI po.t A.......nt Ravl.w Unit, DEPT. 210601, H.rrl.burg, PA 17128-0601
Phon. el171 717-6505. S.a p.ga S of thl bookl.t "In.truotlon. for Inharltanc. Tax R.turn for a R..ld.nt
OIcadant" CREV-ISOI) for an .xplanatlon of adalnl.tr.tlv.ly corr.otabl. .rror..
If any tax due I. paid within thr.. eJl caland.r aonth. aftlr the d.c.d.nt'. d.ath, a flv. p.rcant CS~l dllcount of
thl taM paid I. aUawd.
DISCOUNT!
INTERESTt
Int.ra.t I. chargld baglnnlng with flr.t d.y of dallnquency, or nlnl (9) lonth. and ona el) d.y fro. the datI of
daath, to the data of p.y.ant. TaMI' which b.c.., dallnquant b.fora January 1, 1911 ba.r Int.r..t at tha r.t. of
.Ix (6X) p.rc.nt p.r annua c.lculat.d at . delly r.ta of .000164. All tax.. which b.c,.. d.llnquent on and .ft.r
January 1, 1912 will b.Rr Int.ra.t at . rata which will vary fro. c.landar y..r to cal.nd.r y..r with thlt rltl
announcld by the PA O.p.rtaant 0' R.venul. Th. appllc.ble Int.r..t retl' 'or 1'82 through 1995 .r.1
~ Int.ro.t Rat. D.lh Intarlst Flctor !!!!' Int.rllt R.te D.lly Inter..t Feator
1982 2n .OO05U 1987 'X . DDUtU
1985 16;( .ODDU8 1988-1991 IlX .00nGl
1984 IlX .aaalDI 199Z OX .00UtU
1985 UX .oanS6 1995-1994 ]X .000192
1986 lOX .OOOZ74 1995 'X .aaDZtU
ulntar..t It calculat.d eo follow' I
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF OAYB DELINQUENT X DAILY INTEREST FACTOR
.~Any Hotlc. I..ued .ft.r the t.. b.coa.. d.llnqu.nt will refl.ct an Int.r..t c.lculatlon to ,lft.an (15) dlY'
b.~ond thl d.tl of the .......-nt. If p.~.ent I. .adl aft.r thl Int.r..t coaput.tlon d.t. .hawn on the
Hotlc., Iddltlonal Int.r..t .u.t be c~lcul.tad.
f! .~. [: c. '(?' ;'. I
'I
L '
(,ii,
V
/.J -:;> ;1,'1--::(
REV-1547 EX AFP (12-941*
( COHHOHWEAl Tit Of PENNSYlVANIA
DEPAR'"fHT Of REVENUE
BUREAU OF INDIVIDUAL TA~[S .
OEPT. ZlO6DI
ItAARtSIURC, rA 17IU-06Dl
NOTICE OF INNERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 04-03-95
S OF FILE NO.
DATE DF DEATH 01-12-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX
PAYHEHT TO THE REOISTER OF WILLS, NAKE CHECK PAYADLE TO "REOISTER OF WILLS, AOENT"
REMIT PAYMENT TO:
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CD COURT HDUSE
CARLISLE. PA 17013
Anount Relli t tad
C)()
CUT ALOND THIS LINE ~ RETAIN LOWER PORTIDN FOR YOUR RECDRD~ -, ..... ~:11 ~:J !~j
ii'iy=i54i-Ex""iip"nZ-=94Y-iloi''icniT"iNHEiiii'ANcE-YAx-jiPPRjiisEHEiiT";-"r.LciwiiNCE;JjR.."""~.~"__"__"n
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ~j
ESTATE OF CONSTABLE WILLARD A FILE NO. 21 94-0850 ACN 101 L DATE 04-03-95
TAX RETURN WAS. I X) ACCEPTED AS FILED ) CHANOED'
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 01
1. Rad Ed.t. (Schedul. A) (1)
2. Stack. and Bond, ISchedule OJ (2)
3. Clol.1~ Hald stock/P.~tn.r.hlp Int.r..t (Schedule CI (3)
4. Hortgag../Not.. Receivabl. (Schedule DJ (4)
S. Ca.h/Bank Oapol1ta'Hhc. p.,..onal Praparty C Schedule E) CS)
6. Jaln11y Owned Property (Schedule Fl (6)
7. Transfer. (Sch.dule OJ (7)
8. Tot.l A...t.
C)
"r, .-
)- :; r\
.00 u..1
.00
.00
.00
.00
.00
.00
III
v.
.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.~.l Exp.n.../Adn. Ca.t./Hl.c. Expen... (Schedule H) (9)
10. Debt./Horta.ae Llabll1tie./Ll.n. (Schedul. I) (10)
11. Tot.l Deduction.
12. N.t Valu. of Tax R.turn
13. Charitable/Govern.ant.l eequ..t. ISchedule j)
14. Nat Value of E.t.te Subject to Tax
,00
.00
1111
(12)
113)
114)
nn
.00
.00
5.585,00
If an assessment was issued preyiauslY, lines 14, 15 and/or 16, 17 and 18 wlll
reflect figureD that include the total of ALL returns aDsessed to date.
ASSESSMENT OF TAXI
IS. Anount of Lln. 14
16. Anaunt of Lina 14
17. Anount af Line 14
18. Principal Tax Due
NOTEI
.t Spou.al rat.
t.xabl. .t Line.l/Cl... A rate
ta~abl. at Collat.ral/Cl... 8 rat.
115)
116)
(17)
.00
5.585.00
,00
X .00.
X .06.
X .15.
111)
,00
335.10
.00
335,10
TAX CREDITS I
PAYHENT
DATE
01-12-94
DISCOUNT 1 + )
INTEREST 1-)
RECEIPT
NUHDER
SPDUSAL
ANDUNT PAID
.00
335.10
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
335.10
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl. NO PAY~ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY DE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
.
.,",'''-~,:Ui
"':
I
r
"f;
~
:<:
-;,
"
1
,
1
~
R[S!RVA'IOHI flt_t.. 0' dlcedent. dYing on or bafor. D.c.~.r 11, 19.2 .. I' any lutur. Int.r..t In thl ...at. 1. tran.flrr.d
In po.....lon or .nJoy..nt to el... . (coU,t,,.,U blneflcl.,I.. 0' thl dludent aftar thl ..pltaUon of en)' ..t.ta for
11'. or far y..,.., thl Co..anw'l1th h.r.bv ..pnutv r...rv.. thl rloht to .ppr.... Itnd ...... trenl',,, Inh.rUMeI h...
.t thl l...ful Ch.. I leolht.r.U r.t. on any such future Int.r..t.
PURPOSE Of'
NOTICE. To fulfill thl ,..quln""'. of bctton 21ftO of the tntMdtancI end Elt,t, ... Act, Act rz of 1991. 72 P.S.
SICtlon 21ftD.
PAMNTI a,tach the top portion 0' thh Notlc. and .ub.1t with your p'Ylent to thl AIgllt,r of Willi printed on thl nv.,.. "dl.
...H.... chIck or 10M)' order PIVlbl. tal REGISTER OF MILLS, ADENT
All pIy"nh ,.Iutv.d ,hIll fir.' b, .pplled to My Int.r..t which .av b. dus with any r..alndsr .ppU.d to tha t.ll.
REFUND (CRh A r.'und 0' . hx cr.d!t, which wa, not nc;u..t.d on the T.1l R.turn, ..V ba r'1U8,ted by cOllpl.tlnG an "Application
'or Ra'und of P.n'"ylvanl. Inh.r!tMce and E'hta Tax" CREY"IJlU. Appllc.Uon, ara av,Uable at thl Dfflcs
0' the R.ghter of WUII, any 0' the ZJ Rav.nu. Dhtrlct Offlc.., or by ceUlno the ,p.cl.1 n"hour
en,w.rlng ,.rvlc. ~'r' for 'or., ord.rlngl In P.nn'ylvanla 1.100-'6Z"Z050, out,ld. Penn.yl"anla ~
~Ithln 10c.1 Harrl'bura .r.. (717) 717.109~, TOO' (717) 77Z"Z25Z (H.,rlng 1.,.lr.d Onlyl.
OIJECTlDNS, Any p.rh ln lnt.r.,t not ,.thfl.d with the .ppr.I....nt, allowanc. or dl..Uowanc. 0' d.ducUan" or ........"t
of tex (Inc1udlna dhcount or Intarut) II ,haw" on thh NoUce lIU,t obJ.ct within .bly (60) d.y. of nc.lpt of
thh NoUce b~1
"wdU.n prot..t to the PA D.part..nt 0' R.venu., loard 0' App..h, D.pt. 111021, Harrisburg, PA 1712a-102l, OR
...l.ctlon to halo'. tha .attar datar.ln.d at audit 0' the account a' the p.raonal rapr...ntaU"., OR
_..PP..I to the Orphan,' Court.
AOftIN
IIfRATlVE
CORRECTIONS I
ractu.1 .rror. dlscovlrad on thl. ........nt Ihould b. .ddr....d ln writing tOI PA D.p.rt.."t of A.v.nu.,
lur.au 0' Indlvletu.1 Tan., ATTNI Po.t b......nt R.yl... Unit, Oapt. :10601, Il.rrltburg, PA 17121"0601
Phon. (7171 717"6515. SII paa. 1 of the booklet "InltrucUon. for Inh.rltanc. TIM R.turn for a Allld."t
D.c.d.nt" (AEV.15011 for an .xplanatlon 0' adalnl.tratlv.ly corr.otlbl. .rror..
If .ny talC due II paid ~lthln thr.. u) c.llnd.,. 8Onth. aftar the dacadent". dllth, . fly. p.rcent CSlf) dltcount of
the talC p.ld .. el1owad.
Intarnt It charg.d b..IMlna with 'Irst day 0' d.Unqusncy, or nine (91 aonth. and on. (1) day 'roe the data of
duth, to the det. of p'Y.'nt. Tex.. which baca.e d.llnquent b.for. Janu.rv I, I9IZ baar Int.rllt at the nt. of
IIlC C6l0 parcent par IMl.M c.lculatad .t . d.lly rata of .00016". All tall.' which b.c... d.lInquent on and aft.r
January., .'.Z wUI ba.r Intarut at a rat. which will "ary froa cal.ndar ~ur to calandar v..r with th.t rate
lMCMMlCed by ttt. PA O.plrta."t of Rlv.nue. Th. appltclbl. Int.r..t rat.a 'or 1911 through 1995 aral
DISCOUNT I
INTEAEST I
~ Intar..t Rata D.11y Intarllt r.ctor !!!! Inhr..t R.t. Dally Int.,.ut f.ctor
un Uk .000541 1917 .. .0DOlU
1911 IU .00001 1911-1991 'Ik .0aosOl
I9I~ 11:C .000101 .992 9k .OOD2U
1915 In: .00015' 1991-1994 n .ODOI92
191' \Ok . OO0l7~ I'"~ ox .0002,\7
"-lnt.r..t II calculated aa follow'l
INTEREST . BALANCE Dr TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTDR
"'Anv Notlca luuad .ft.r the tax baco... daUnquant will ran.ct an Int.rnt calculaUon to flft.an (151 d._.
bayond the date 0' the .......ant. If p.v..nt II ald. .ftar the Int.,...t coaputaUon data .ho..... on the
Notlca, .ddltJon.1 Intar..t au.t be calculated.