HomeMy WebLinkAbout94-00893
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
REY- uooU t(11-91)
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HARAI!l U 'O,rA "'aI-unnl
DECEDENT'S NAME (LA!lT, FIRST, AND MIDDLE INITIAL)
Beshore 1.11111111
SOCIAl.. 5ECURlTYNUMOER
166.46.3587
X 1. Orlglnol Roturn
D 4. Umilod ESlalo
D 8. Docodont Dlod Toslolo
(Anoeh copy 01 Will)
04..
o 7.
Futuro Inlorosl Compromlso
(101 dolos 01 doath ot101 12-12-82)
Docodofll Maintalnod 0 Uvlng THUll
(Allach 0 copy 01 Trust)
o 8.
FOR DATE!) OF DEAltl Arlt" 12/),,(1' CU[CIi. HERE
IF A SPOUSAL 0
f'OV[ATYCREOIT 19 CLAIMED
FILE NUMBER
COUN1Y COOE
YfAnq l{
8''13
NUMBER
D[C[UENT'!.i C.OMPLETE ADUAP.5
.J. n 7 Wertzv11le Ront!
~:lIollI, I'A 17025
CUllrll'l'
Cumberland
03.
o 6.
Romalndor Roturn
(lor dol09 01 doolh prior 10 12-13-02)
Fodoral Estalo Tmc
Rolurn Roqulrod
Tolol Numbor of Solo Doposlt 8ox09
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE OIRECTED TO:
NAME
James G. Mar an, Jr.
R
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5l0NATUAE OF PERSON RESPON!]IDL[ FOR FILING RETURN AOOAE55
TELfPtiONE NUMDER
717 234-4121
I. Rool EBlolo (Schodulo A)
2. StoekB ond BondB (Sehodulo B)
3. CloBoly Hold Sloek/PonnorBhlp InloroBt (Sellodulo C)
4. Mor1gag09 and Noles Rocoivoblo (Schodulo D)
6. Cash, Bank Deposits & Miscollanoous Porsonal Proporty
(Schodulo E)
8. Jointly Ownod Propony (Schodulo F)
7. Tron.loro (Sehodulo G) (Schodulo L)
8. Tolol Gross Assots (total IInos 1-7)
9. Funeral Exponsos, Admlnistrativo Costs, MIscollanoous
Expon.o. (Sellodulo H)
10. OoblS, Mongogo UOblllllo., Uon. (Sehodulo I)
11. Tolol Doduetlon. (lolollln09 9 & 10)
12. Not Valuo 01 Estato (Uno B minus IIno 11)
13. Charltablo end Govornmonlal Bequests (Schodulo J)
14. Not Valuo Sub oct to Tax Uno 12 minus Iino 13)
15. Amount of IIno 14 taxablo at 6% ruto
(lncludo voruos from Schodulo K or Schodulo M.)
16. Amount 01 IIno 14 taxablo at 15% rolo
(Includo voluos born Schodulo K or Schodulo M.)
17. Principal tal( duo (Add tax from lino 15 and horn Ii no 10,)
1B.CrodilsJSp povorty Prior Payment9 Discount
0.00+ 0.00 + 78.90
19. IIlIno 18 Is groater than Iino 17, onler tho ditloronco on IIno 19. This is Iho OVERPAYMENT.
~ 0 ICheck here If you are requesUng a refund of your overpaymenLI
20. IIlIno 17 is groator thon lino 18. onlor tho ditloronco on Iino 20. This is tho TAX DUE.
A. Enler tho Intorost on tho balonco duo on Uno 20A,
8. Enler 1he 10101 of line 20 and 20A on Iino 208, This Is tho BALANCE DUE.
Make Check Pa able to: Re Isler of Wills. A ent
. . BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Und.f p.n..ll..a II' per,U'Y,' dnl.." th..t. h.a.... ....mln"llhla ,.lurn. InCIU(hnlJ.Jccnmp..nYlng ath.dlll.a olnd a..\llImlnlt, and In (hi blal or my knll....l.dlJ. and b.IIII, .1111'111,
CUlflCt and cnmpllll.' dlcl"relh"t aU leallsl,,11 hu bllen "pllflld "I"\le m",k.t..."llle. Olcl.u,,'lIln III JHlp..,,' IIlhl' lIun thl p.,.nn..llep,...nl..ll...e IS bUld un "'U Inlo'm41l11n
III
....h.ch prep",,, h.J14nyknllwledo',
COMPLETE MAILINQAODRES5
Ilepfort!, Swartz 6 Morgan
1'.0. Box 8B9 O(~
llarr1sbur PA' 17108,0889
(1) None
(2) None
(3) None
(4) Nono
(5) None
,
".
(6)
(7)
27,755.46
9,325.61
(6)
37,081.07
(9)
6,952.50
(10)
3,827.0B
(11)
(12)
(13)
14
10,779.58
26,301. 49
None
26,301. 49
1;578.09
(15)
26,301. 49
)( .0611
(t6)
0.00 X,15'
0.00
(17)
1,578.09
IntCfost
0.00
(19)
(19)
78.90
0.00
(20)
(2DA)
(2DB)
1.499.19
0.00
1,499.19
DATE
9i'i 'W;;rtz;';(i i;" 'R;,;,-.i..,""",....., - --,..'.'",-
i;i;';i;": 'P;'i;,;~v'i';~i;i';" 'ii62S"""" -""."",..
AOORE~~
~I~J~~~!,(!" !',"!'!Lt,;:,~, ,t-!'.'m.'~l)",."",.., '.'"",.',
P.O. Box 889
il;;rr E',;,ii: ':' rii'. i 'ii68':6889"""" -"".,. u. -,
FllFm 1 lA..... II-Ill)
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a tranafol and:
I. retain the use or Incomo 01 the proporty transferred . . . , ,
,.,......,............... '.,.
x
b. rololn tho right to doslgnote who sholl use tho property tronatolled or Its Income, . . . . . , , . . . . . . , . . . ,
x
c. retain a reversionary Intorest or. . . . . . . . . . . . . . , , . , . . . , . . . . . . . , . . .... . . . . . . . . . .
x
d. receive Iha promlso for 1110 01 olther poyments, benelllo or cal01. . , , . . . . . . . . , . . . . . . .
......... .
x
2. " deoth oceuned on or beloro Docomber 12, 1992, did docodent wllhln two YOMS precodlng doOlh
tranaler proporty without recolvlng odequote eonsldelallon111 deoth oecullod aitor Decomber 12,
1982, did decedont transler propony within ono year 01 dooth without receiving adoquoto
consldoratlon? . . . . . . . . . . . . . . . . . . . . . . . , . . . . , . . . . . . . . . . . . . . . . . . . . . . .
x
,
,
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,
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3. Did decedent own on 'In truallo( bonk aceounUI his or hor dOOlh1 . . . . . . . . . , . . . . . . . . . . . , , . . .
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.
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Copyright lei 1IIil form lotlw.r. Clnly Cent., PlIU Sotlw&'e, Int.
Farm 1500 (Alv. "-1111
ITEM LETTER DATE
FOR MADE TOTAL VALUE DECD'S DOLLAR VALUE DF
NUMBER JOINT DESCRIPTION OF PROPERTY OF ASSET "INT, ~ECEDENTINTEREST
TENANT JOINT
1 A 08/03/93 Certificate of Deposit 25,079.59 50,00\ 12,539.80
Ifl083220169018; Opeend
8/3/93 in the name of
Lillian J. Beshore and
Joanne Sheaffer; Total valu
is $25,000 plus $79.59
accrued interest -
$25,079.59
2 A 04/19/8B PNC Bank, Checking Account 9,553.12 50.00\ 4,776.61
No. 5140272158; Joint wlth
daughter, Joanne Shellffer;
Opened 4/19/B8; Totlll value
of account os $9,945.05 plu
accrued interest on $8.17
totaling $9,553.22
3 A 01/23/93 98B.311 shares Penn power & 20,878.01 50.00\ 10,439.05
Llght, Jolnt with daughter,
Joanne Sheaffer, 21.125 per share
TOTAL 'Also ontor on IIno 8. Rocoollulotlon\ 27 755.46
REV- 1r.oaElt" t3.161
eO"'\'N~N:~M.W~'i"A~'WltY.h\'ANIA
Rt sib'iN'l'bE C EO''t'NT
ESTATE OF
Llll1an J. Beshore
SCHEDULE F
JOINTLY-OWNED PROPERTY
SSIf 166.46.3587
OB/30/1 <)<)/,
Jolnttonant(a):
A.
NAME
Joanne Sheaffer
ADDRESS
<)17 Wertzvllle Road
Enola, PA 17025
B.
C.
JolnUy-ownad property:
(II molD spOCO 19 noodod.lnsult oddillonnl shoots 01 sarno slzo.)
Cupyllghl(clll1111 'nrm lullw.'1t unly C.nl" PI.n SI1It....."., Ine.
~, ..
FILE NUMBER
RELATIONSHIP TO DECEDENT
Daughter
Fo,m 1600 Sch.dul. F tR.'1. 12-11'
l!..
I'Ne lIank, N.A.
.1:l.I:ll:"ulhl,'l'il..l'
(,nllltlllll.I',\ 171111
October 3, 1994
PNClaANK.
HepfDrd, Swartz & Morgan
III North FrDnt Street
P.O. Box BB9
Harrisburg, PA 17108-0889
RE: L 111ian J. BeshDre
Date Df Death: August 30, 1994
Social Security No. 166-46-3587
Dear Ms. Gaffrey:
As per YDur request for information Dn aCCDunts the abDve referenced
decedent held with us, the informaiton is as fDllDWS:
_ Checking Account ND. 5140272158 opened 04/19/88 in the name Df JDanne
Sheaffer and Lillian J. Beshore. Balance at date of death: $9,945.05.
Accured interest: $8.17.
_ Certificate of DepDsit AccDunt ND. 1083220169018 opened 08/03/93 in
the name Df Lillian J. 8eshDre and Joanne Sheaffer. 8alance at date of
death: $25,000.00. Accured interest: $79.59. Interest frDm January I,
tD date Df death: $690.72.
If I can be of any further assistance, please dD not hesitate tD cDntact
me at (717) 730-2313.
Siilcerely,
,.~~~. /.
Drew J. Kishbaugh '7
Assistant Vice President
8ank OperatiDns
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IOHARRIS~O
.D SAVINGS BANK
lIarris SavlnHS Operations Center
635 Nnrth 12th Street
I.emoyne, f'ennsylvnnln 17043
7171731.1440
7171731.0859 fax
September 19, 1994
Hepford, Swartz & Morgan
111 North Front Street
P.O. Box 889
Harrisburg, PA 17108-0889
RBI Lillian J. Beshore Estate
Social security" 166-46-3587
We are unable to locate any activo accounts under,. the name of the above
mentioned decedent. A certificate of deposit was closed on January 14,
1994 for $17,233.67. Thia account was held jointly between Lillian J.
Beshore or H. Joanne Sheaffer. Since thiB account was closed before
Lillian Beshore's death, I was uncertain if you needed information
concerning this account.
Please contact me at the above number if you need further assistance in
this matter. Thank you.
Sincerely,
~-U'L.~~..
Gretchen L. Cale
Customer Service Technician
.
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REV - 1&10 Ek + (1-111
eO"\1.'m1fl;1~{\~c\~~/l>>'ANIA
ESTATE OF
SCHEDULE G
TRANSFERS
Ploaso P,l"t or T 8
FILE NUMBER
Llllian J. Beshore SS# 166.46-35B7 08/30/1994
THIB SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY DF THE QUESTIDNS ON PAGE 2 IS YES
ITEM DESCRIPTION OF PROPERlY TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER Inc;lud. "..m. of Ih,I,anll.,.., th.If EXCLUSION OF ASSET % INT. DECEDENT INTEREST
f.tatlOn.hID-to d.c.d.nt d.-t. 01 t'IOI'.,.
1 Harris Savings Associlltlon 3,000.00 8,616.84 50.00% 11,308.42
Certiflcate of Deposit;
Transferred to Joanne
Sheaffer on January 14, 1994
2 475 shares Penn Power & 10,034.38 50.00% 5,017.19
Light, Joint with daughter,
Joanne Sheaffer; Transferred
to daughter's sole name in
February, 1994
21.125 per share
TOTAL (Also onlor on lino 7. RocoDllulollon) S 9 325.61
(II moro spaco Is noodod, lnsorl addItIonal shoots 01 sarno slzo.)
Copyright (c:llU91Inlm 10ttWol" (Jnly C.nl., PI.e. SoftwI", Inc:.
Form 1500 Bch.dul. G IAev. 2-11)
"
REV.. 111 t EX + '1.111
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pls.so Plint or T 0
FILE NUMBER
eOMlI.'lli1rt1~{\'fe\~~~ANIA
eSTATE OF
L11llan .J.
ITEM
NUMBER
A.
Beshore
SSn 1(,6./,6.3587
OB 30 199/,
DESCRIPTIDN
AMOUNT
1
Fune,.1 Expen...:
Musselman Funeral 1I0me,
Inc., funeral h11l
4,702.50
B. AdmlnlalraUve Coata:
1. Personal RepresonlaUve Convnlsslons 0.00
Social Security Number 01 Personal Roprosontotlvo:
Voar Commissions paid
2- Anorney Fees 0.00
3. Family exempllon 2,000.00
Clolmont Joanne Sheaffer RoloUonshlp Daul\hter
Addres. 01 Clalmont ot docedonl'a dooth
Stroot Addross 917 Wertzville Road
City Enola Slole !!!!!!. 21pCode 17025
4. Proboto Fees 0.00
C. Mllcellaneoua Expenl":
1 Reserve for additional 250.00
admlnistration expenses
TOTAL Also onlor on lino D. Rocll ltulllllon
(II moro upaeD Is noodod. Insert I1ddltlonaluhoolo 01 sarno slzo.)
Copyrtghtlc.} lilll form lollw..,. onlY' C.nt., Pllce SUll""''''', Inc.
S 6 952.50
Fnlm 1500 5ch,dul. H IA'v, 7-11'
_....-..__.....'"'"'c,_.......,_.;._.c
;'-1;'<> i
..
REV- 1112 EX + llU~11I1
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
eO"I'N'lnlfb1~~\,~At~~/hYANIA
ESTATE OF
FILE NUMBER
Ll1l1an J. Bashore
SS# 166.46.3587
OB/30/1994
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
2,B30.89
Odd Fellows Borne of
Pennsylvania. final b11l
2
Blue Cross/Blue Shield
payment for August, 1994
114.10
3
Dr. Paul Stoner, medical
bill
125.00
4
Medic Alert bill
741.00
5
Telephone, Bell Atlantic
PA, final bill
16.09
S 3 827.08
TOTAL (Also ontor on Ilno 10. ROOD i1ulotion
(II mora spaco Is noodod, Insor1 additional shoots DI sarno sizo.)
Copyt'lght lei Hill farm aoflw'&'llloly Cant., PlIU Softw.,., Inc.
Fmm 1500 5ehadlll. I (AI..,. 7."1
REV ~ un EX + II-It)
eO"\l.ml~~{~~e~IK1~ANIA
ESTATE OF
SCHEDULE J
BENEFICIARIES
Lillian J. Beshore
ITEM
NUMBER
ITEM
NUMBER
SS# 166./,6.3587
08 30 199/,
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1
A. Toxoblo Boquos's:
Joanne Sheaffer
917 Wertzvllle Road
Enola, PA 17025
Daughter
NAME AND ADDRESS OF BENEFICIARY
B. Chorllablo ond Go.ornmon'ol Boquos'S:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also onlor on IIno13. Roco lIulatlon
(It molD Bpaco 19 noodod. Insolt additional shOOls of Barno SI20.)
CopYright (el 'VIII fu'," .ottw"'lnoly Clntl, Pllce SoflwlII. Ine.
FILE NUMBER
AMOUNT OR
SHARE OF ESTATE
100\
AMOUNT OR
SHARE OF ESTATE
$
0.00
Fo,," 1500 6chldllll J IRI",1-171
., ., .'. .. -
.
'-------- -- .-- - - - ---...-- -._-. _.-. -- -.- .,.-- -..- -- - - --- - - - - --
. ,,,tmt~T:N~fiM~~iWmm\~':"'J:~r.rC~1;l\~',""nll\tt~\~';~~N
'-,' "lh~' :\i:,)~;:~~i~OM~~!lIW.~(i~I9,';:p':.NNSt~'!.~t\I,~;~~~:t::~:i~t<2:: ::,r,:'''''';~1}':' .'
91''1.), fO IJI'l);:)>}'~Jw~fr '!'. D.',.......uT O. aau'N"',"'" :','< "-,,,,", : . 't.,- ,-. i' ~t."'- ".
~ :[~:.;! ~,~'\'~: 'Jf\,ct'i'f;;,.:f ,$ "iP;""" ,~~" ,\" M, iiI . -'~;(' h- h,.y' ,'-~. ~"'~'l'lt 'Itp,'!.
jj ~~ "f~OfflC!~~~..~"".l":' ,,,,t;lmv~m~I~H. ..fA C.M~D,In:~T~~ '. ..Y~7Ynw!Jlt~i\;i.~,
ACN
~ ASSESSMENT P:'
II CONTROL ~
NUMBER
RECEIVED FROM,
AMOUNT
MORGAN JAMES G JR
111 N FRONT ST
P 0 BDX eS9
HARRISBURG PA 1710e
101
.1,499.19
'OtO"'"
'QO"'"
ESTATE INfORMATION.
S M
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II
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el-1994-0B93
SSN 166-46-3:5B7
M
REMARKS
m TOTAL AMOUNT PAID
"1,499_19
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~-----------~~--------------~r>-~
. ~ I ,
SEAL
CHECK" 11:53
RECEIVED BY
JOANNE SHEAFFER
REGISTER OF WILLS
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REV:)547 EX AFP loa-941*
CQMkONWEALlH or PENNSYLYANIA
ptPAAIHlNl Of R[YENUE
BUREAU 0' IHDIVIDUAL IAXll
\ DEPt. ZIO.Ol
, ItAAAlnURO, PA IIUI.aua
I'
//I-)II,(',~
NOTICE Of INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
ACN
101
DATE
01-24-95
FILE NO.
08-30-94 COUNTY CUMBERLAND
TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TIlE UPPER PORTION Of TNIS fORM WITN YOUR TAX
PAYMENT TO THE REGISTER Gf WILLS. MAKE CHECK PAYABLE TO "REGISTER Of WILLS, ADENT"
REMIT PAYMENT TOI
NOTE.
JAMES G MORGAN JR
HEPFDRD ETAL
PO BOX 889
HBG PA 17108
REGISTER OF WILLS
CUMBERL~p-CO COURT HOUSE
CARLISL~1t. A ~013 :1Jf.?
~ III n
l. AIIOU t Rellltt
5::
CUT ALONG THIS LINE ~ RETAIN LDWER PORTION FOR YOUR RECDRD9 . ..... 0'\
----------------------------------------------------------------------------------_.---------------~------------
REV-1547 EX AFP 1 G8-94 1 NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE'lOR ,
DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT IfF TAX ~ &i'"
ESTATE OF BESHORE LILLIAN J FILE ND. 21 94-0893 ACN:&lol ....j DATEftOI-24-95
-
TAX RETURN WAS I I X I ACCEPTED AS fILED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ONI ORIGINAL
1. R..l EIl.t. (Schedula A) 11)
2. stockl and Bond. (Schedule BJ (2)
3. Cla..ly Hald stock/Partnership Int.r..t (Schadule CI IS)
4. Hortg.g../Hot.. Receivable (Schedule DJ I~)
5. Ca.h/Oank Oapollt./Hllc. Parsanal Property (Schedule E) (51
6. Jolnth Ownad Proparh (Schadul. FI C61
7. Transfar. CSchadula 01 C71
8. Total A.sats
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. funaral Expansa./Adll. Cosh/Hhc. EMpan.as CSchadul. HI C91
10. Dabts/Hortgaga Liabilltias/Lians CSchadula II CI01
11. Total Daduction.
12. Hat Valua of Tax Raturn
13. Charitabla/Dovarn.antal B.qu.st. CSchadul. JI
14. H.t Value of Eatata Subjact to TaK
If an assessment was issued praviously, lines
reflect figures that include the total of ALL
ASSESSMENT DF TAXI
15. Allount of Lin. 14
16. Anount of Lln. 14
17. Anount of Lln. 14
18. Principal Tax Du.
NOTE I
at $pouul r.t.
taxable at Lin..l/Clas. A rat.
taMabl. at Collat.r.l/Cl... B r.t.
ll51
llbl
1171
TAX CREDITS I
PAYMENT
DATE
10-20-94
RECEIPT
NUMBER
MM913104
DISCOUNT 1+ I
INTEREST I-I
78.90
I CHANGED
.00
.00
.00
.00
.00
27. 755.46
9.325.61
181
37,081. 07
6,952.50
3.827.08
1111
1121
1131
1141
In,77Q GR
26.301.49
.00
26,301.49
14. 15 and/or 16, 17 and 18 will
returns assessed to date.
.00 X .03.
26,301.49 X .06.
.00 x.15.
1181
.00
1.57B.09
.00
1.578.09
AMOUNT PAID
1.499.19
.~
1
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TDTAL DUE
1,578.09
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICRI. YOU MAY 8E DUE
A REfUND. SEE REVERSE SIDE Of THIS fDRM fOR INSTRUCTIONS. I
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RESERVATION, E,t.t.. of dlcldant. dying an or bafor. Dlc..bar 12, 1912 .. If any future I"'.r..t In thl 'Itat. I, 'tln,'.tr,d
In po.....lon or ."Jov..nt to Cl... a (col1,t,r,l) blnl,lcl,rl.. of thl dlc,d,nt .ft,r thl ..pltatlon of ~y I.tat. for
11'. or 'or v..r., thl Co..onw,.lth hat.bv l.pr..'lv ral.rv.. thl right to .ppra.'. and ...... tranl'.r Inherltancl ,....
It thl .Iwful el,.. . (col11,.rel) r.t. on anv such future Int.,...t.
PURPOSE OF
NOTICE, To 'ulfl11 thl requlr...nt. 0' Slctlon 2:1,.0 of thl InharUancI and Elt,t. T8I( Act, Aat U of 1991. 12 P.S.
SICtlon 21"0.
PAyttEHTI D,tlch thl top porUon of this NoUn ,nd .ubatt with your plv..nt to thl Rlllhta,. 0' Will. prlnhd on thl revlr.. ,Ida.
"'HuI chick or .onlV order paVlble tal REGISTER OF MILLS, AGENT
All p.y..n" r.ulv.d .h.H flrst b. .ppll.d to an., Inhrnt which .ay b. du. with .ny n..lndar appll.d to th. ta..
REFUND (CA)I A r.fund of . ta. cr.dlt, which w.. not r.qu..t.d on th. Ta. Aaturn, ..., b. r.qu.at.d by co~l.tlng an "Application
far Rafund of P.nn..,lvanl. Inharltanc. and E.t.t. ,..n (REY-lSlS). Application. .ra aVlllabl, at the Offlc.
of the R.gl.t.r of Willi, any of the 2S R.v.nu. DI.trlct Off Ie.., or b., calling the ,plelal Z4'hour
an.w.rlng ..rvlca nu.ber. far fora. ord.rlngl In PannlYlvanla 1-800-S6Z-Z0S0, out.ld. P.nn'''lvanla and
within local H.rrllburg .r.. (717) 787-8094, TDD' (717) 772-2ZS2 CHa.rlng lap.lrad Only).
OBJECTIONS I Any p.rt., In Int.r..t not ..tl.fl.d with the .ppr.I....nt, .llowane. or dl..llowlne. of d.ductlon., or ........nt
of ta. Clncludlng dl.count or Int.r..t) .. .hown on thl. Hotlc. au.t obJ.ct within .IKt., (60) d.y. of r.e.lpt of
th" Hotle. b.,1
"wrlUln protnt to the PA Dlparta.nt of R.v.nu., Board of App...., DEPT. zalOZI, U.rrhburg, PA 171Z8-1021, OR
...lectlon to hlv, tha a.tt.r d.t.nlned .t audit of th. .ccount of the p.rsona. r.pr...nt.Uv., OR
._app... to the Orphan.' Court.
ADHIN
ISTAATlYE
CORAECTIONSI
DJSCOUHTI
F.ctua. .rror. dl.cov.r.d on thl. ......Rant .hould ba .ddr....d In writing tal PA Deplrt.ant of R.v,nu.,
lunau of Indlvldu.l hu., ATTNI Po.t A.......nt A.vl.w Unit, DEPT. 280601, U.rrlsburg, PA 17128"0601
Phon. (717) 787-6505. S.. p.g. S of th. book!lt "In.tructlon. for Inh.rltancl f.. Rlturn for. R..ld.nt
D.cld.nt" (AEY-IS01) for .n IMPlanatlon of .dalnl.tratlvlly corr.ct.bl. Irror..
If In., t.. du. I. paid within thr.. CS) c.l.nd.r lonth. .ft.r thl dae.d.nt'. d..th. . flv. p.re.nt C5~) dllcount of
thl tIM paid It .llow.d.
INURESTI
Int.r..t I. charg.d bIg Inning with flr.t da., of d.llnqu.ncy, or nln. (9) lonth. ~ ona (IJ da., frol tha d.tl of
d..th, to the data of p..,..nt. T'M" which b.e... d'llnqu.nt b.for. Janu.ry 1, 1982 b.ar Int.r..t .t the rat. of
... C6~J pere.nt p.r annua ulcul.t.d at a dally rat. of .00016". AU taM" which blc'" delinquent on and after
Januar., 1, 198Z will ba.r Intlr..t .t . rat. which will vary froa cal.ndar y..r to c.l.ndar ya.r with that r.ta
announc.d b., the PA Olp.rt..nt of A.venua. fha appllc~l. Int.ra.t r.'a. for 191Z through 1995 .rll
~ Inter..t Aeta O.IIY Inter..t F.ctor !!!! Intera.t A.t. Oelly Intar..t Factor
nil zax .000541 19.7 ox .0002.,
19n "X .000418 19U-l"l ll~ .000501
1914 IU .00OSOI 1992 'X .ooor.,
1'15 UX .00OSS6 1995-1994 7X .000192
1986 laX .000274 1995 'X .0002.,
"-Inter..t II c.lcul.tad .. follaw.1
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--An., Notlc. I..uld .ftar the ta. b.co... d.llnqu.nt will rafl.ct an lnt.r..t c.lcul.tlon to flftlan (ISJ d.y.
blYond th. dlt. of thl ........nt. If p.~nt I. eact. .ftar the Intar..t co.,utltlon d.ta .hown on tha
Notlca, .dcUtlonel Internt au.t ba c.hulatad.
HEPFORD
SWARTZ &
MORGAN
I.I\WOHICU
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FAA 717 2.12.0&)2
Octllher 20, 1994
Mary C. Lewis, Rcgister Ill' Wills
Cumherland Cllunty Cllurthlluse
S. Hanllver Street
Carlisle, PA 17013
RE: Estate of Lillian J. Beshore
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nLlMIONE 7172.'1-1-1121
bLL flUE /100,2.'17-1121
~
Dear Ms. Lewis:
lam enclllsing the Pennsylvania Inheritance Tax return, which is in triplicate,
fllr the ahllve-referenced estate. I have alsll enclllsed a check made payahle tllthe
"Register Ill' Wills, Agent" in the amllunt Ill' $1 ,499.19 representing payment Ill' the
inheritance tax, and a check made payahle tll the "Register Ill' Wills" in the amllunt
Ill' $15.00 represenling the filing fee for the inheritance tax return.
Please file the return and return the clIPy marked filed tll me In the enclllsed,
self-addressed stamped envelllpe.
Thank YllU fllr Yllur allentilln in this mailer. Shlluld YllU have any questillns,
please dll nllt hesitllle III cllntaetllur III'fice.
Very truly Yllurs,
:slg
Enclllsures
H~PFORD, SW ARTZ ~ORGAN
~~h1]~~~:,~e/ Legal A~I~
tll James G. Mllrgan, Jr.
l[~'I\'cn'N OHlen
12 SouTII MMN 5mll
I~O Box 1\67
LI:"'II''''''N, I~ IJ'O.H'0Il67
Tn",,,,,! 71724/1,3913
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