HomeMy WebLinkAbout94-00947
Rt.V. I 10<. 1\ + I1I.vll
. ,
1. Real Ellale (Sch.dule A) I I)
2. Stack, and Bandt (Schedule 6) ( 2)
3. Clalely Held Slack/Partnership Inlerlll (Schedule C) (3)
4. Marlgage' and Naill Receivable (Schedule D) ( 4)
5. Calh, Bank Depo,lIt & MI"ellaneou, Po"onal Properly I 5)
(Schedule E)
6. Jolnlly Owned Properly (Schedule Fl ( 61
7. Tran,fen (Schedule G) (Schedule l) I 7)
8. TOlal Gro" A"oll (10101 line, 1.7)
9. Funeral Expenll', Admlnl,'raliv. Co,", Mllcellaneou. ( 9)
Expenlll (Schedule H)
10. nebl', Marlgage lIablilllll, llenl (Schedule I) (10)
11. T 0101 Deduclion, 110101 line, 9 & 10)
12. Nel Value of Ellale (line 8 mlnu, line 11)
13, Charlloble and Governmenlal BequIIII (Schedule J)
11. Nel Value Suble" 10 Tax (line 12 mlnu.llne 13)
15. Amounl ., line 14 laxable 01 6% 'ale
Ilnclude value. 'rom Schedule K or Schedule M.)
16. Amounl of line 14 laxablo 01 15% role
Ilnclude valulI 'rom Schedule K or Schedule M,)
17 Principal lax due (Add lox from line 15 and from line 16.)
18. C,edll, Spoulal Poverty C,edll Prior Paymenll
------- + '-- +
19, If line 1811 grealer Ihan line 17, enler the dlHerence on line 19. Thl.I. Ihe OVIRPAYMINT.
aD
20. If line 171, grealer Ihan line 18. enler Ihe dlHerence on line 20. Thll IIlhe TAX DUI.
A. Enter Ihe interlll on Ihe balance due on line 20A,
B. Enler Ihe 10101 of line 20 and 20A on line 20B. Thlll,the BALANCI DUI.
Make Check Pavable to, Regilt.. of Will., Agenl
. . BI SURI TO ANSWIR ALL QUISTiONiON RIVIR.I.IDI AND TO RICHICK MATH....
Undor penaltIes of pllrlury. I d.c1ar. that I hay. IJllomin.d Ihll return, Including accompanying schedule. and l'o'lm,n'., and to th, bill of my knowledge and belief
Ill, truI, corrflc' and comple'.. I dlclar. thaI all real ellale has betn reponed altru. mark'l volu.. Declarallon of prepare' olh,r than th. penonal reprelentallvlt j\
baled on aU lnformallon of which preparer has any knowledOI.
~Ol u1!01 msm, RE!POmmnoR f1UNO R!TITR,.------'OO~ IiA!r
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~ '( INHERITANCE TAX RETURN
~i;~*~ RESIDENT DECEDENT
COMMONWfAllH DI P"~NlYlVANIA (TO BE FILED IN DUPLICATE
OfPAR1~WWJJ'''NUf WITH REGISTER OF WILLS)
HARRISIURG, PA 17111.0601
C T'S NAME (lAST. 'IIU-r, AND ,\UOO-lE INITIAl!
PO. DAn. 0' DIATH ARI. 12/31191 CHICK HI
lP A .H1U.AL 0
H1VIRTY C.IDIT II CLAIMID
'ILl HUM.I. a 11
0)/ 'f'T
COUNTY CODE YEAR NUMB
REILLY, JOYCE M.
~JArncuAifVNUMlfR
172-01-0088
Original Relurn
"lDAJll5l'DfAfH-
_._._~3-0 1-9/,
o 2. Supplemenlal Relurn
3520 S(!ptcmbor Drivo, Apt. 1/3
Camp Hill, PA 17011
co~ Cumborland
o 3. Remainder Relurn
(for dalel of dealh p,'or fa 12.13.8
05. Federal E,'ale Tax
Retur" Required
..Q. 8, Tolal Number of Safe Depollt 80x
01-20-11.
[j/1.
04.
o 40, Fulure 'nlerell Compromlll
Ifor dale, of dealh oker 12.12.82)
o 6. Deceden' Died rlllale 0 7. Decedenl Malnlalned a living Trult
(Attach cop" 0' Willi IAllach copy of Trull)
ALL CORRISPONDMNCI AND CONflDINTIAL TAX INfOllMAnON SHOULD BlIDIRICTID TO,
;r.;;;r A
lImlled Ellale
Chatles H. Stono
l PHO N MIIR
Stone LaFever & Stone
1'.0. Box E
New Cumberland, PA 17070
717.1 774-7435
-')(1
11,485.36
5,066.90
9,216.00
I 8)' "
16,552.26
1.767,60
(11)
(12)
(13)
(14)
10,983.60
5.568.66
5,568.66
(IS)
5,568.66
114 I?
)( .06.
(161
)( .15.
(17) ___.)34..J..?..___
Dlscounl
Interell
CII('(k tU'fC ., vou ore fcqu('\'ln~I'C1 I,.IUIHI 0 VUUI nVt"pClVllll'nl
(18)
(19)
(20)
(20A)
1208)
334.12
334.12
,
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,
.1V.1509U+ 1'lUII
~
COMMONWEAlTH Of PlNNSYlVANIA
INHERITANCE TAX RIlURN
R!!IDENT DECEDENT
ESTATE OF
. JOYCE M. REI!.L Y
Jalnl tenant(.),
NAMe
A. Joyce A. McKelvey
B.
C.
---
Jolntlv.owntd property,
SCHEDULE F
JOINTLY-OWNED PROPERTY
-----.
ADDRISS
530 S, 3rd Street
Lemoyne PA 17043
"
II' '
J PILI NUMBIR.
RILATIONSHIP TO DECEDENT
Daughter
ITEM . LIneR DATI
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER JOINT MADI DISCRIPTION OP PROPERTY
TlNANT' JOINT OP ASSET 'AI INY. DECIDENT'S INTEREST
. -
1. A 10-07-9 Meridian -
Savings Acct. No. 8279402104
Principal $12,422.99
Interest 60.89 $12,483.88 50% $6,241.94
.
2. A 10-16-9 Harris Savings Assoc.
Savings Acct, No. 05-02-12373
Principal $10,433.22
Interest 53,61 $10,486.83 50% $5,243.42
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0 Aha unl., on line 6
-.-------.--.----
T TALI
, Recapllulallonl i S11,485. 36
.-------.--
(If rnorl" sparo '\ IHtoaOd IIlHHI rlticl"'OlHlI ',fllHI'1 of lomo Illrtl
,
I . Merldlln
PO aD. 1102
Roodll1g. PA 19003
-
.. Meridian
April 7" 1994
TO, Charles H. Stone
ADbRESSI St~ne, La Faver , Stone
Attorneys at Law
414 Bridgs Street
P,O. Box E
New Cumberland, PA 17070
RE, Estate of I Joyce M. Reilly Date of Death, March 1, 1994
~nts and Balances on Record as of Date of Death,
DATE DATE ACCR. .
ACCOUNT # ACCOUNT TITLE OPENED CLOSED PRINCIPAL INT.
CK 50664686 Joyce A. McKelvey or 05/17/93 5,064.12 2.78
Joyce M. Reilly.
. SV 8279402104 Joyce A. McKelvey or 10/07/92 12,422.99 60.89
Joyce M. Reilly
MERIDIAN BANK
~ ~~ V, ()lo.~("4~
Kameswari V. Bhamidipaty
(610) 655-3352
KVB/hlb/303
CK . Checking'
SV . SaVings
CD . Certificate of Deposit
XC . HOliday Club
VC . Vacation Club
CL . Commercial Loan
II, . Installment Loan
DB . Discount Brokerage
PI, . Plus Loan
.PH . Student Loan
SO . Safe Deposit
TR . Trust
WI, . Will
LT . Living Trust
MO . Open Line of Credit
MG . Mortgage
LA . Auto Leasing
il~lll0 IX,' ,1 '~I
~k~~ I SCHEDULE G i
COMMONWWTH m PINNI'IVANIA TRANSFERS',
IHH::~I~I'l.C;IDTtcUI~V'H. . . , '
__ ._...._ _...... _ _________._____L___.__...__...--.- ..____~~"~=,-=--.--L .
istATiOf ---.. -- -----.-- -.. ---... .n -.- -- - ''''PILENUMBIR
PLEASE PRINT OR TYPE
.------ .-.
..-.------......
JOYCE M. REILLY
.-.-."..- ---...-...-......-...-...--..--..-..-.... .-. --_.....- ._.__..._.__.._...-._........~.-._...~._------ _.~-_.,-_.._. .._--- ,. ,....
THIS SCHEDULE MUST BE COMPLlTED AND PlLlD IP THE ANSWIR YO ANY Of THE QUESTIONS ON THE REVERSE SIDE Of THE COVER SHUT IS YEI.'
N0Ti~ER ,,,Iud. :~m. 0' 'h.. "f,~~~~~'~~r~:ir.:.~j:~JE:d:.'~-dal.~~":nt;:r~" EX~;U~'~;- -~OJt~im~T-DiiT;" 8f~hW~~vf'
.. ..._.. .......m________._.._......___....._._.. ..,...._. ___....._ _.._.___,_.Il'l_L_.. ..
. I I
1. Meridian - Checking Acct. No. 50664686 I
Made joint 5-17-93 (less than one year I' I
prior to death)
Principal $5,064.12 I
Interest 2.78 ' $5 066 90
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(II ",ot. .pac. II nuri.a, inl'" addItional .hull o( .am. IIII,).
: 5 .?,.Q~~. 99____.__
...\
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:f:
Meridian
PO !In, 1102
nUi.ldtIH1, fJA 19603
. Meridian
AprIl 7, 1994
TOI
lIDDRESSI
,Charles H. stone
Stone, La Faver & Stone
Attorneys at Law
414 Bridge Street
P.O. BOl' E
New Cumberland, PA 17070
RE: Estate of I Joyce M. Reilly Date of Death 1 March 1, 1994
Accounts and Balances on RllCOr.d as of Date of. Death:
DATE DATE . ACCR.
ACCOUNT" ACCOUNT TITLE OPENED CLOSED mm~ .lliL...
,
CK'506646B6 Joyce A. McKelvey or 05/17/93 5,064.12 2.78
Joyce M. Reilly
SV 8279402104 Joyce A. McKelvey or ,10/07/92 12,422.99 60.89
Joyce M. Reilly
,
, L,
'. '
',.,
"
,
MERIDIAN BANK
"
f!. (,\.........\,\(..."'-\4. V () kll~.cti~(.f
Kameswari V. Bhamidipaty
.(610) 655-3352
KVB/hlb/303
CK -Checking
SV n Savings
CD - Certificate of Deposit
XC - Holiday Club
VC a Vacation club
CL - Commercial Loan
IL a Installment Loan
DB a Discount Brokllrage
PL - Plus Loan
PH . Student L,oan
SD . Safe Depoait
TR . Trust
WL - Will
LT - Living Trust
MO a Open Line of. Credit
MG ..Mortgage
LA . Auto Leasing
rnM~-=T
NUMBER I
A. Fun.ral Exp.n'.1I
~.V.llI1IX+ 11."1
UTATE OP
1.
2.
3.
8.
2.
~:.I~:~
.... SfNu.-
COMMONWEAlTH 01 PINNIYlVANI"
INHIRIT"NCI T"K RltuRN
RIlIOINT DECIDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI. a.. Print or Tvp.
I PILI NUMBIR
JOYCE M. REILLY
DESCRIPTION
AMOUNT
Parthemore Funeral Home - funeral expenses
Rolling Groen Cemetary - grsve
Romberger Memorials - stone
$ 6, 172.00
640.00
915.00
1.
I
Admln/.lrallv. Ca.",
Penonal Reprllentatlve Commllllon.
Social Security Number of .Persanal Repruentallvel
Year Commlulon. paid
Attorney Fees Stone LaFaver 6. Stone
500.00
3. Family exemption N/ A
Claimant Relationship
Addrell of Claimant at decedent's death
Street Addrell
City , State
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Zip Code
Probate Fees Filing return
15.00
MI.e.lll1n.ou. Exp.n..1I
The Storage Depot - storing personal items for five months
424.00
450.00
109.00
Money paid to various people to move personal items
Reserve for filing releases and closing costs
TOTAL IAlso onter on line 9, Recapltulatlanl
(If mar. .paee I. n..d.d, In..rl addUlanal sh.... of .am. .118.)
s
9,216.00
,. '1-...."'. "r "-'U.,.',~.,
..
~e~.1t'.". ~'''I J:At,~
..:W
COMMONWUUH 0' PlNNIYLYANtA
I"'HI~ITo\NC' 'All .nU.N
USIDINrOICIOIN'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTIES AND LIENS
mATI 0'
PI.a.. Print or Typ.
PILI NUMBIR
N~~rIR . DISCRIPTION
1. Camp Hill Plaza Apts - rent due
2. Bell Telephone - telephone service
3. Bon Ton - date of death
4. PP&L ~ electric service
5. Sa~ons Cable - T.V, service
6. Tax Collector, Camp Hill Boro
7. Payroll taxes due for in-house nursing care (Unsmployment Tax.
$107.34; PA Dept. of Revenue. $75.60 & IRS, $701.10)
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TOTAL IAllo enltr on line 10, RlCapllulallon)
(II more Ipace I. nlldoc/, Inllrl addillono/.h,,'f 0' lame Iln.)
AMOUNT
$ 585.00
38.74
140.3~
44.81
47.18
27.50
884.04
" ,
$ 1,767.60
)
~V01547 EX AFP IOB094* I
C""""NWEALIH Of PENWSVLVAN\A
Dt:PARlHENI Of REVENUE
IUREAU Of INDIVIDUAL lAKES
Dt:PT. ZI0601
UlRAUIURO, PA \71U-0601
Ill- ,I. '15 -- It!
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ACN I 01
(.
V
NOTICE OF INNERITANCE TAM
APPRAISEHENT, ALLOWANCE OR OISALl.OWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE 01-24-95
FILE ND.
DATE OF DEATH 03-01-94 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CR~DIT TO YOUR ACCOUNT, SUIHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REOISTER OF WILLS. HAME CHECK PAVAILE TO "REOISTER OF WILLS, AOENT"
REMIT PAYMENT TOI
CHARLES H STONE
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r
l
A.ount Re.ltted
CUT ALONO THIS LINE .. RETAIN LOWER PORTIDN FOR YOUR RECORDS ~
REV: ifiti; 0 iifo A FP O( oi': 94T 'NoYi ani':' "iNHiiiir ANc5'i' Y Ait 'A'p PR'A-i siiiE"NT ~ -. Ai.i:liwAifc5' i' cili-...... -... .....-
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ISTATE OF REILLY JOYCE M FILE NO. 21 94"0947 ACN 101 DATE 01-24-95
If .n ......m.nt w.. i..u.d pr.viou.ly, lin.. 14, 15 .nd/or 1&, 17 .nd 11 will
r.fl.ot figur.. th.t inolud. the tat.l of ~ r.turn. .......d to date.
ASSESSHINT OF TAXI
15. Anount of Line 14 et Spoueol ro~e (151
16. Aoount of Line 14 to.oblo ot Llneel/Cloeo A rote 116)
17. Anount of Line 14 to.oblo et ColleteroI/Cle.. I roto 1171
11. Prlnolpo1 T~ Duo
TAX CRID'li '.")
PAVHE,",' ~~
DATE" ,.
1 ~10- rt;
TAM RETURN WAS, I X I ACCEPTEO AS FILED
RISIRVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISID VALUE OF RETURN BASED ON: ORIGINAL
I. Reel E.tote ISohedulo Al
2. Stooko ond londe ISchedule I)
5. Clo.elv Held Stook/Pertnor.hlp Intere.t (Sohedalo C)
4. Hort,o,e./Notoe Rooelvoble ISohodule D)
S. Ceeh/l..k Depo.lt./Hleo. Pereonol Propertv (Sohedule EI
6. Jolntlv Owned Propertv ISohedule F)
7. Tr..efer. (Sohedulo GI
a. Totol Aueh
APPROVED DIDUCTIONS AND EXEMPTIONS:
9. Funerol E.pen.ee/Ad.. C..t./HI.o. E.pen.ee ISohedule HI
10. Debt./Hort,oge Llobllltle./Llen. ISohodule II
II. Tatol Deduction.
12. Net Volut of Te. Return
IS. Chorltoble/Oovern.entol leque.t. ISchedulo JI
14. Net Volue of E.tote Subjeot tc To.
NOTE:
DISCOUNT
INTEREST
(')
(0)
,00
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'n..';
.-
( UJ
\)
wu;
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8~
o IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( I CHANGED
(1)
(2)
IS)
141_
151
161
17I
.00
.00
.00
.00
.00
11. 485 , 36
5.066,90
III
16,552.26
191
1101
9,216.00
1.767.60
Ill)
(12)
(IS)
1141
In.QA~.60
5,568.66
,00
5,568.66
.00 M ,0 O.
5,568.66 M ,06.
.00 M . 15.
1111
.00
334.12
.00
334.12
AHOUNT PAID
334. 12
TOTAL TAX CRIDIT
BALANCE OF TAX DUE
INTIlRI8T
TDTAL DUI
334. 12
,00
.00
.00
I IF TOTAL DUE IS LESS THAN II, NO PAVHENT IS REQUIRED.
IF TOTAL DUE XI REFLECTED AS A "CREDn" (CRIo YOU HAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I