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HomeMy WebLinkAbout94-00925 ~'I~~ ~OMMONWEAITH Of PENNSYlVANIA DEPARTMENT 01 REVENUE DEPT. 210601 HARRISIURG, 'A. 17129.0601 /'i'~41.!>- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COUNTY CODE ~EAR f:/ if REV.ISDO!K+ 111.911 1. Rial Ellal'ISchodulo A) ( 1) 2, Slackl and BondI (Sch.dulo 8) ( 21 3, Clololy H.ld Slock/Parlnerlhlp Inloroll (Schodull C) (3) 4, Mortgago. and Nolol Rocolvoblo (Schodulo D) ( 4) 5, Calh, Bank Dopa.1I1 & Mlleollanooul Po"onal Praporty( 5) IScnldulo E) 6, Jalnlly Ownod Praporly (Schodulo F) ( 6) 7, Tranlfon ISchodul1 G) 15chodulo L) ( 7) _ 8, Talal Gron Anotl (lalall1nol 1.7) 9, Funeral E.ponlol, Admlnlllrallvo COllI, Mllcollanooul I 9) Explnlll (Schodulo H) 10, Debll, Mortgagl llablllll.., lllnl ISchldulo I) 110) 11. Talal Dlductlonl (1010111... 9 & 10) 12, Nil Value of Ellalo (IIn. 8 mlnUlllno 11) 13, Charltablo and Governmonlol 80quol" (Schodulo J) 14, Nil Valuo Sublo"to Ta'llIno 12 mlnulllno 13) 15, Amount of IInl 14 la.ablo 016% ralo (Includl valUII from Sch.dulo K or Schodulo M,) 16, Amount of IInl 14 ta.ablo 01 15% ralo (Includl valu.. from Schodulo K or Schodulo M,) 17, Principal 10. duo (Add 10. from IIno 15 and from IIno 16,) 18, Crodltl SpoUlal Povorty Crodlt Prior Paymonll Dlscounl Inl.rlll - + - - +-- --- 19, If IInl 1811groaler than IIno 17, onler tho dllloronco on IIno 19. Thll Is Ihl OVERPAYMENT. 1110 20, If IInl 1711groalor Ihan IInl 18, onllr Iho dlll.ronco on IIno 20, Thl. Is thl TAX DUE. A. Enler Ihl Inlerl" on Iho balanco duo on IIno 20A. B, Enler Ihl Iota I uf IIno 20 and 20A on IIno 20B, Thll lItho BALANCE DUE. Makl Chick Payabll tal AIgl.t" of Will., Agln' .... II .U" TO ANSWIlI AU QUIITfONI ON IIVIIIIIIDI AND TO IKNICK MATH." Und.r pinelli.. of perlury, I dedar.that I havI '~amln.d Ihl, return, Including accompanyIng Ich.dul.. and tlallm.nll, and 10 ,h, bell of my knowledge and blll,f, It I, 'rUI, correct and (omple'.. I d,do" thai all real III at. hOI bltn r.ported altrul mar~.1 valuo. Declaration of preparer other than th. plnorol "prlllnlatlv. " ballrl on alllnformallon of which pr.parer hal any knowledge. !iWlA1U::C~'e~Srrm:_R~'lINDA!T~R:_=-bD0:' (;.I.ID')-' ~>I /JI ',11'I,,1, 11I17,H> DATI/c. .29'-'/Y SIGNATURE ~; piE'~~~R'NlEP~!mmlvr Atillhm 6Alr I l!! ~i~ i5~iI II 82 ~ i ~ I s 'OIDATI.0' DIATH"nlR \2/3\/9\ CHICK HIRI lP " 'POU'AL POVIRTY CRIDIT II CLAIMID 0 PILI HUM". c()...~\~1:0\1. 11'\- lDAl! OP DIATH --jDAl! 01 81RTH - \bl-o!,-?,'\2C '2-:l.-L\Y (\-]0'06 ~ 1, Original R~turn -- 0 U:;pl.monlal nllurn o 4, lImltod E,lal. [] 40, Fuluro Inl""1 C.mpr.milo \-/: (f.r dol.. of dealh ahor 12.12.B2) ~ 6, Docodlnl Dloa Tollalo 0 7, DlCodonl Malntalnod a lIvlllg Trull (Attach Cop of Will) (Attach cop of Trull) COQIWONDINCI AND CONPlOlNTlAL TAX INPO nON 'HOULD II DlIICTIlI TO. e MAIliNG ADDRess Co.... \e+()\'\ 0 S-t("Oll~S yC(,b L.uulJck~..c.~~,,\,,~ l HONE NUMeeR ~ I I. r.> Il\ \ -, 0 s.; s;: ,'\o\~L"'r,,,\(' ~\)I'V'\ .1.'21/ J "2 3 1- '-\ 5" 03 ' strou..ss, TAnmlJifv NUM8ER Lc. 'I.r~"" IJL.~~;"\ (~.~\~\ (",I,d-, P A 110\3 e""'r c.. LI."\(.,~ v \ 'l',~ J o 3. Romalndor Rllurn liar dalll of dealh prior 10 12.13.B2) 05, Fodoral E1lalo To. D Rolurn Roqulrod _ B, Tolal Numbor of Safo Dopolll BO'.I -. CJ .- - C>-Oo - 0.' - O' 3,-'$7. "L b?lt(, " 3(, ! .J 4 3't b..:J(J I - C.J .. !;" b ~ \, '7 S- '-J ( 8) -.0.... (11). (12) (13) _ (14) Sb~I,7$;' I - D" - 0.' ~ 0" 115) )( ,06.. (16) )( ,15.. 117) (111.11.. !It'll' If ynll (Ill' IPClUI'\tllll) (I It,fund (If YUill uVC",IUV"ll'1I1 (18) 119) (20)___ (20A) 120BI ___._________ ~tk COMMONWWIH 0' PENNSYlVANIA INHIRIIANCE TAX RETURN RESIDENT DICEDIN! I.TATI 0' C \ J . ~'(" ~'-ol'\. .IT.M NUMIER A. llV.Ul1fll+ P.llt 1. "l-. 3.. LI. I. 6 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pllall Print or T pi C" .1 -pitfNUMIIR il\. .:::, '\::.T D v...~ S. ~. DESCRIPTION AMOUNT FunerallMplnllll S,"",,,,,,'2-.. \='v.."'~I(",\ '"''-''Me... '3lt, P 1\0\".,.1.:___1 ~. \'\i\o"",-\ c..,,"'. \ \ p~, Il'l'i~" Flowoe..-s R<,...-\",,-V(,"\- T\..\Y~ S,.\....A \ ""~'^,,\ c"v.....lt 'PA lies-I \ 'Rhar_c1~s f'\..<;~ +, I 4~ '!. c.~<'~t"...\ ~~. I 'f;-""\.,,,,<k.~ ~I\ \1ll ~4 tc,,,-\-;,,,\ ~'Ol.<,^""',,-\ Lu\"L-s 1(, e. 14" <,~, 1-\.\'\ ('"",,,.1 fl~ J . I Admlnlltratlvl COIIoI 11 <a <;,; I 5' I "lO. 00 I '22.. '-\.1 ~ '2. 11..- tlt) I Z. ""-/ oD 1. Perlonal Rlprellntotlve Commlulons Social Securlly Number of Pellonal Representative, Vlar Comm1u1onl paid 2, Attorney Fees City 4. Probote Fill C. MllclUanlOul IMplnllll 1. 2. . 3. 4. 5. 6. 7, .. 8. 3. Family Exemption Clalmont Addleu of Clolmant at decedent/I death Slreet Addroll Relatlonlhlp State Zip Cadi , I' . ' TOTAL IAllo Inter on IInl 9, Recapltulatlonl S S 6 ~ ,_ 1 s:- (If mOil IpaCI II nlldld, lnll" addltlonallhlltl of lame 11.1.1 " then.andin that event I give all my property, real, .per- sonal and mixed as aforesaid unto MEGHAN ANN STRaUSS, a one-half (1/2) shar~ and KATHARINE MARIE STRaUSS, a one-half (1/2) share, children of my son, Carleton O. Strouss and Jill Marie Strouss, his wife, to share equally, absolutely, their heirs and assigns forever. AND, it is further pro- vided that this gift shall open to let in afterborn mem- bers of the same class. In the event that the parents of ,the said children shall not be living, I Jesignate, consti- tute and appoint my secretary, JEANNE M. BRENNAN, of Mount Carmel, Pennsylvania, as Executrix of the said Estate. AND, I futther designate, constitute and appoint HELEN MALINOWSKI, Testamentary Guardian of such children during minority, ITEM TWO. For the purpose of administration or distribution, I hereby authorize and empower my hereinafter named Executor to sell and conveyor mortgage any real es- tate of which I may die seized, at such time as to him in his sound discretion shall seem adequate and to give good and sufficient deed or deeds, mortgage or mortgages therefor without asking leave of Court, without giving bond, and with- out the responsibility of any purchaser to look to the appli- 1 cation of the purchase price, for all of which this shall be his good and sufficient power of sale. AND I hereby nominate, constitute and appoint my son, CARLETON o. STRaUSS, Executor 'of this my Last Will and 'Tes tament to serve without bond in any jurisdiction. In the event that he shall not be living I designate, oonstitute I .. .2 .. REVo1547 EX AFP (08094* RlTH OF PENNSYlYANIA PA.THENT OF REYt:HUE lURE AU OF INDIYIDUAl T.'ES DEPT. 2IOAOI HARRISIURa, PA 171ZI.0601 l'l, .J 1111_ ~; L" NOTICE Of INHE"ITANCE TAK APP"AISEHENT, ALLOWANCE 0" DISALLOWANCE OF DEDUCYIONS AND ASSESSHEHT OF TAK ACN 101 DATI 01-24-95 FILE NO. DATI OF DEATH 02-02-94 COUNTY CUMBERLAND HOTEl TO INSU"E P"OPE~ C"EDIT TO YOU" ACCOUNT, SU8HIT THE UPPE" PD"TIOH OF THIS 'ORH WITH YOU" TAK PAYHENT TO THE "EOlSTE" OF WILLS. HAKE CHECK PAYABLE TO ""EoISTE" OF WILLS, AoENT" REMIT PAYMENT TOl CARLETON 0 STROUSS 486 WOODCREST DR MECHANICSBURO PA 17055 REOISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 L A~unt ""Mllt6d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RIV: i54'7 .ix. A Fp.l os: 94i" .NoYi Ii r .oF. i"tiHKiiifANCi. T"A'x. A"PPRA"i ii iifiNr; - A[, 'i."owAifc i. oR.. ............... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX !STAT! OF STROUSS CARLETON S FILE NO. 21 94-0925 ACN 101 DATE 01-24-95 TAK "ETURN WAS, I X) ACCEPTED AS FILED ( I CHANGED RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL 1. ""I Elbto ISchlduh A) III 2. Staakl and Bcnd. ISohldul1 8) (2) S. Cloo.l~ Held ,taak/Plrtnlrohlp Intlrllt ISohldul1 CI (5) 4. Hartglv.o/Notll Rocllvobll (Schldull 01 (41 i. CI.h/8ank DIPolltI/HI.o. Plrlonll Proplrt~ ISohldul. EI ISI 6. Jolntl~ Ownld Proplrt~ (Sohldull FI (6) 7. Tronlflrl (Soh.dull 01 171 a. Tat.1 Alllto .00 ,00 ,00 ,00 3.757.94 638.36 .00 IBI 4,396.30 APPROVED DEDUCTIONS AND EXEMPTIONS: 5,681.75 9. f_rll Explnlll/Adoo. Coolo/Hlec. EKplnl.1 ISch.dule HI (9) 10. Oobh/Hortgllll Llobllltlll/Llono ISohldul1 II liD) .00 II. Tat.1 Oeductlanl 1111 ---- 12. Het VII,.. of Tex Rlturn 1121 IS. ChlrltobII/OcYlrn.lnt.1 81Quloto ISohldul1 JI liS) 14. Net V.I"" cf Eltotl Subjlat to Tax 114) NOTEI If.n ......N.nt w.. 1..u.d pr.v1ou.ly, 11n.. 14, 15 .nd/or 16, 17 .nd 18 will r.fl.ot f1gur.. th.t 1nolud. the tot.l of ~ r.turn. .......d to dlta. ASSESSHINT OF TA~ 15. A-.nt of L1m 14 .. ~OUO.I r.tl I U I o . . -~~ a. AoOUdf of LlM 14 tloc. II .t LI...I/CI..I A r.to 1161 17. A~t of L~ 14 \'~';II .t Call.tlr.I/CI.11 B r.t. 1.7) lB. prl';b.1 T..,OuI ,',) TAX CRIDITS; N Ii. ~Al 71i 1, 285,45- .00 1,285.45- .00 K ,00. .00 K .06. ,00K.15. IIBI ,00 ,00 .00 .00 PAYHENr', .,' ,-,.) DAn C) I) ~cr. "ECElPL _'E"",.' DISCOUNT 1+) INTE"EST I.) AHOUNT PAID ~ lU U ,00 .00 .00 .00 . If PAID AfTU DATE INDICATED, SeE "EVE"IE '0" CALCULATICN Of ADDITIONAL INTE"EIT, IF TOTAL ~~E II LEII THAN .1, HO PAYHENT IS "EQUI"ED, If TOTAL DUE II "EFlECTED AI A "C"EDIT" IC"I, YOU HAY IE OUE A "EFUND, SEE "EVE"IE II DE 0' THII FO"H FD" INST"UCTIONS.I "'...~ ~~ . " .,,"'~ ~~~~~~~~ - ' '" "~''''N''''''''~'-,~,,,,,, ,. 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