HomeMy WebLinkAbout94-00948
1
. fYoIlOO IX. 111.91'
1. Roal E.lalo (Schodulo AI I 11 __._____._____.__
2. S'ock. and Bond, (Schodulo BI ( 21 ____.______
3. Clololy Hold S'ock/Por'r'Drlhlp Inlorol'(Schodlllo q (3). __.__..____
4. Mortgogo. and Nolo. Rocolvablo (Schodulo D) ( 4) ___...
5. Ca.h, Bank Oopolltl & Mlteollonoou. Pononol Proportyl 51
ISchodulo EI
6. Jolnlly Owned Proporly 15chodulo FI
7. Tran.'o" ISchodulo G) ISchodulo L)
B. T 0101 Grall AIIOI. I'ololllnll 1.7)
9. Funoral Expon.o., Admlnlllrallvo Co,", Mlte.llanooul ( 9) '___ 2,107 .43
Expon," ISchodulo HI
10. Oobl', Mortgag. lIabllltlo., lion. (Schodulo II 11 0) ._
11. Tolal O.ductlon. Ilololllno. 9 & 10)
12. Not Valuo 0' E.lalolllno B mlnu. IIno 111
13. Charitablo and Go\,.,nmonlal Boquo," (Schodulo JI
14. Nol '1aluo Sub ocllo Tax (IIno 12 mlnu.llno 13)
15. Amollnl of IIno 14 'axablo 01 6% ralo
Ilncludo valulI 'rom Schodulo K or Schodulo M.)
16. Amount a' IIn. 14 loxoblo 01 15% ra'o
(Includo voluo. from Schodulo K or Sch.dulo M.)
17. Prln"pollox duo (Add lox 'rom IIn. 15 and 'rom IIno 16.)
1 B. Crodl'. Spou.al Povorly Crodlt Prior Paymonll Olscounl Inloro.1
--.---- + -------- + .---. -. - --_...-.--
19. If IIn. 19 II greolor Ihan IIno 17, onlor Iho diHoronco on IIno 19. Thl. I. Iho OVERPAYMENT.
110
20. If IIno 171. 9reolor Ihan IIno 19, onlor Iho dllloronco on IIno 20. Thlll.'ho TAX DUE.
A. Enlor Iho Inloroll on Iho balanco duo on IIno 20A.
B. Enlor Ih. lotal of IIno 20 and 20A on IIno 209. Thl.l. ,h. BALANCE DUE.
Mak. Chock Pavabl. tal R.gl.t., af ~llIe, Ag.n!
, ... ..IIURITO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH..... .' .'. .
Ind., Plncltl.. of perjury, I declar. thaI I have oMamln.d Ihll return, InclucTI;,g ac(omptJnylng Ichedule. and Ilal.menll, and 10 Ih, bllt of my knowledge and beB,f,
I,'ru., CNllct and compl.,.. I dldore thut all real '''01. has boen reported allrue mcukel value. D.clarallon of preparer olh.r than Ih, plrsonnl "pr..lnlallvl II
alld on ufllnformollot'l of whIch re or.r hat any knowledge.
'OW\WRE e. PIR!eN RIlliNG RElURN ADOiW-u-------.--u-----.-----.---- bAle
Hnry E. Palmer, 804 Hillside Drive, Carlisle, PA 17013/1'7-1}'(
\Ir---Aboill, --- - ~rr--7I--7-'fi.-/
Jerry__A. Weilli...JJ6 E.. King St., Shjppensburg~.--!..ll?7
~
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52...
0.111
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COMMONWEAlTH 01 PENI~!nYAN'A
DEPARTMENT 01 REYENUE
O!Pl.28D6D1
HANRISRURG. PA 1712'.01>01
/ '/- ,;( '-I ~ - /
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ITO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
,-
9L1
YEAR
ffi
~
Q
. I, M
fOR OATIS 0' DIATH Ann 12/31/91 CHICK HIRI
" A SPOUSAL
POVIRTY UIDIIIS CLAIMaD 0
fill NUMlrR
~/
COUNTY CODE
DON' Ml 0
Palmer, Calvin D., Sr.
!OCIAl SECURITY NUMaeA; TAU Of DEATH lDAfE Of1iRt~--
216-07-2104 8-16-94 2-3-18
--------
IKJ I. Original R.lurn 0 2. Supplomonlal Rolurn
o 4. lImltod E.lal. 0 40. Fuluro Intoroll Comproml.o
(for dolo. of deo,h aftor 12.12.A21
o 6. Olcod.nl Olod T..,o'o 0 7. Oocodonl Malnlainod a living Tru'l _ 8.
(Attach copy 01 Will) (Attach copy 0' Tru'l) _
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
, M 3:MPUTE MAiliNG A.OORESS
Jerry A. Weigle, Esquire HARK, WEIGLE AND PERKINS
1 PIl NE N M8EN ---- 126 East King Street
Shippensburg, PA 17257
717 I 532-73~8 -
804 Hillside Drive
Carlisle, PA 17013
~.".~!~~mbe r l.and
[J 3.
[15.
Romalndor R.lurn
I'or dolo. 01 doalh prior 10 12.13.92)
Fodorol E.lo'o Tax
R.lurn Roqulrod
Tolol Numbor of Solo Oopo.1I BoxlI
o
( 6)_.
( 7)
I 8)
o
(11). 2,107.43
(121 ----12,107 .4ll.._
(13)
114)
115)__00
(2,107.43L
o
x .06 =
(16) __.'--___
x .15 =
(171
o
CliNk .w,~ .f VOU (Ill' J(!'(IUI'\!UlO n rcfune! of your ovcrpnvmcnt
119) .._________
(191_.
(20) _00_
120A) __'__'_'_
(2081
.&'J~'itl :J
~fJl,..
COMMONWIAlIH O. PINNIYWANIA
INHllllANCIIAX WUlN
llllDINI DICIDINI
ESTATE OP - .
UV.IJIIU+IJUj
ITEM
NUMBER
Calvin D.
SCHEDULE H ~l
fUNERAL EXPENlIES,
ADMINISTRATIVE COSTS AND
MI~CELLANEOUS E~~ENSES PII.!'II Pllnt or Typ"
LNUMIAR
Palmer, Sr. ______
-~
DESCRIPTION
AMOUNT
1.
A. Funeral bplnl..1
1,504.00
B.
1.
2.
Ewing Brothers Funsral lIome
The Burbage Funeral 1I0me
501.25
Admlnlltrallvl Call1l,
Perlonal Rlprellnlally. Commllllonl
Social Security Number of Pellonal ReprllenlallYIl
Year Comml..lonl paid _
AttornlY Fill
75.00
Mark, Weigle and Perkina
3. Fomily exemption
Claimant Rllallonlhlp
Addlo" of Clalm..nt 01 docodent'l death
Strol' Addro.. __
4.
C.
1,
2.
3.
4.
5.
6.
7.
8.
City __
_._State
Zip Code
Probale Fell
Mltcellanlaul bplnllll
Regiater of Wills, Cumberland County - HUng Insolvent PA
Inheritance Tax Return
Belvedere Medical Corporation - 8.-19-94 statement
Belvedere Medical Corporatirn - 9~16-94 statement
10.00
10.81
. 6.37
'-
TOTAL (Allo ontll on IInl 9, Rlcapltulatlon) S 2,107.43
(If more IpacI I. n..dld, Inllrt additional .h..t. 0' ,ami ".1.)
It/- j'; (;, .- /
RlEV-1547 IX AFP (08-94*
ICOHHOHWfALTH OF PENNSYLYANIA
V DEPARTNENT OF REYENUE
BUREAU OF INDIYIOUAl TAXES
~EPT. nom
HARRIOBURO, PA 111ZI-0601
ISTATI OF PALMER SR - FILl NO. ..
DATI OF DIlATH 08-16-94 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUIHIT THE UP~ER ~ORTION OF THIS FORH WITH YOUR TAX
PAVHENT TO THE REGISTER OF WILLS. HAKE CHECK PAVADLE TO "REGIS7ER OF WILLS, AQENT"
REMIT PAYMENT TOI
'I
V
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND AISESSHENT OF TAX
ACN
101
DATI 01-30-95
JERRY A WEIGLE ESQ
MARK ETAL
126 EKING ST
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt RIMI Hed
CUT ALONO THIS LINIl ~ RETAIN LDWIlR PORTIDN FOR YOUR RECORDS ~
il IV; iS4-j" Ein;.p" "fo '8:94 Y"No'fi c r OF - I"N'Hiiii i' ANe! "TAX "APPRA i S ElfiN"-; -,\L.l"liwANC! - iiliu-- - - --.." - - - - --
DISALLOWANCIl OF DEDUCTIONS AND ASSESSMENT DF TAX
ISTATE OF PALMER SR CALVIN D FILl NO. 21 94-0948 ACN 101 DATIl 01-30-95
TAX RETURN WAS I I X) ACCEpTED AS FILED
I I CHANGED
RIlSIlNVATION CONCIlRNING FUTURE INTER 1ST - SEE REVERSE
APPRAISED VALUE OF RIlTURN BASED ON, ORIGINAL
1. Re.1 E.t.t. ISohedule Al II)
2. Stooke ond land. I Schedule I) e 2)
S. Cloe.ly Held stcok/P.rtner.hlp Intere.t ISchedule C) IS)
4. Hartg.ge./Natee R...IYeble ISohedul. D) (4)
i. Cuh/lonk Depaolto/Hho. p.reontl Praperty eSohedule EI Ii)
6. Jointly awned Praperty lSohedule F) (6)
7. Tron.fere ISahedule G) 171
I. Tabl A...to
.00
.00
.00
.!l..Q..
.00
.00
,DO
II)
.00
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funer.l EMp.neu/Adtl. Ca.to/Hha. E.pene.. lSohedule HI (9)
10. Dobte/Nartgego Llobllltle./Llene ISohedul. II 110)
11. Tat.l Doduatlano
12. Not VelUll af T.. Return
IS. Cherltlble/GayernMInt.1 Boqueet. ISoh.dule JI
14. Not V.IUll of Eet.te lubj.at ta T..
2,107.43
.00
Ill)
112)
USl
(4)
'.107 43
2,107.43-
.00
2,10" .43-
NOTII If In IlIe..Mlnt WI' i..uld prlviau.ly, linl' 14/ 15 and/ar 16, 17 Ind 18 will
'~lfllat~,igu~~th8t includl thl tatll of ~ return. I.....'d to dltl.
A'II8IMIH~ OF TItK I ,:>
1&. ~t af ~lne 14 .trlpou.tl r.te llil . DO X .03._ . DO
16. .......t af ~e 14 ."Ie et Llneel/Cle.. A r.te 1161 .00 X .06. . DO
17. ~t af ot.. 14 '*.....le et Collet.r.l/Cle.. I ret. lH) .00 X .15. . DO
II. ~~IMlp.l fie IlUlI .J ue) . DO
I." I '_
TAX CRllanl. .1)
PAVH~l!Il' ~
DArt:
DISCOUNT 1+)
INTEREST 1-)
AHOUNT ~AID
TOTAL TAX CREDIT
BALANCE OF TAX DUI
INTEREST
TOTAL DUI
.00
.00
.00
.00
. IF PAID A'TER DATE INDICATED, lEE REVERIE
'DR CALCULATION 0' ADDITIONAL INTEREIT.
I IF TOTAL DUE II LEIS THAN .1, NO PAVHENT IS REQUIRED.
U TOTAL DUE II REFLECTED AS A "CREOn" ICRI, VDU HAV IE DUE
A RE'UND. lEE REV!RSE SIDE 0' THIS FOR" 'OR INlTRUCTIOHI.1
,.,....,.,...._".....,-_... I.......
.,...,
ReSERVAtlONI Eltat.. 0' deoedlnt. dvlng'on or bI'at. Dla..o.r 1', 19" -- I' .nv 'utur. Int.r..t In the I.t.t. I. trln,'.rrld
In po.....lon or .nJoYMnt to Cl... I (l.o11.t".I) b.nefloltrl.. 0' the dle.dent ,It" thl 'MPlrttlon of any IIt.t. 'or
llf. or 'or v..r., the Co.-onwellth h.r.bv .xpr...lv r...rv.. thl rIght to .pprll.. and ...... trln.f.r Inherlt.na. TIM"
.t thl llNful CI... I (ooll.t.r,l, rlt. on .nv .ueh futuro Int.r..t.
PtJRlIOSE llI'
NOTtCEl To fulfill the r.qulrllttn" of S.ctlan 2UO of the InhlrU.ne. .nd E.t.t. Tlx Act, Act 22 of 1991, 72 P.S,
'oollon mo.
PAYMENT, Ott.ch thl top portion of thl. Hatle. .nd .ubRlt with your p.v..nt to the A.ol.tlr of Nlll. prlntld an thl r.v.r.. .Id..
--"111<. ohKk or _. order .....1. 1., REGISTER OF NILLS, AGENT
All PIVltnt. r.c.lvld .hall flrlt be appll.d to anv Int.r..t whlah a.v b. due with any rl..lnd.r appll.d to thl t.M.
REFUND (CR)1 A ,.fund of . tlM credit, Nhleh NI' not r.qu..tld on the TIM R.turn, .IY b. r'quI.t.d bv eOIP1.tJ", In ~AppllcltJon
for R.,und 0' P.nn,vlvlnh Ioo".ltane. Ind Elt,t. TIIx" (REY-UU), ApPllaltlon..re .vIIU.bl. .t 'Chi Offlc.
of thl R'II.t.r of Will., tOV cf thl l5 R.venue Ol.trlot Offlc.., er bv c.lllng thl .p.ol.1 Z_-hour
tn....rlng ..rvle. nutb.rt 'or for" orderlnll In P.nn.vlvtnl. l-eoO-562-20S0, ouhld. Penn.vlYIOI' tnd
N!thln loa.1 H",ltburl '''" (711) 781-1094, TOOl (717) 772-22S2 UI..r)ng 11IP.lr.d Onlv),
OIJlCTJOHII Anv Plrtv In Int""t not ..\l.fted with the IPPrll,,-.nt, allow.ne. or dlllUow.ou of deductlen., or 1I.....""t
of tlM (Including dl.count or Int.r..tl " .hown on thl. Hotlc. .u.t obJ.ct within .JMtV (60) d'YI af r.e.lpt 0'
1hlt Hotlce bVI
--NrIU," prat..t to thl PA Dlplrt..nt of R'V.nul, Baird of Appuh, OEP1. 211021, Illrrilburll Pi Unl-IOU, OR
--II.atlon to hlv. the ..tt.r det.r.lned .t .udJt of thl Iceouot of the plr.unal r.pr...ntltlv., OR
.-.",.1 to thl Orphan.' Court.
ADIlI"
IST~ATII'!
COllllt!CTI11f111
l"lIll!:lTI
Feotuel .rrQr. dl.cov.rld on thl. a.....eent thculd b. .ddr....d In writing tOI PA Olp.rtlent of R.v,nut,
lur.1U of Indlvtdull TIM", ATTNI po.t A.......nt Alvl.w unit, DEPT, 2.0601, H.rr..burl, PA 11121-0101
PhonI (111) "7-~JOI, S.. Pile S of thl bookl.t "In.1ruotlon. for Inh.rltanc. Tlx R.turn 'or I RI.ldint
Deoldlnt" "teY"UOll far In .xpllMtlon of ..lnhtrIUvlh corrletlbl. Irrort.
If anv t.x due I. plld within thr.. (5) elllnd.r .onth' Ift,r th. dleldlntf. dllth, . flv. p.ra.nt (IX) dl'DOunt of
thl t'M plld I. .llowed.
Inttr..t I. charged bIIlnnlng with flr.t d.v cf d.llnquency, or nine (9) lonth. end one (1) d.v frot thl det, of
de.th, to thl d.t. of Plvwent. 'IMI' which ble... delinquent blfor. JtnUlrv 1, 19'2 bI.r tnt.r..t It thl r.t, of
11M (IX) Plrcent plr &nnUI e.loul'tld .t . dilly rat. of ,00016~. Alt t,MI. which bla... d.lt~t on end Ift.r
JlnUlry 1, 1"2 will bllr Intlr..t It . rlt. which will vlry frOl olllnd.r v"r to clland.r VI.r .Ith thlt rlt,
IIMOUNItd by thl PA o.,ertHnt of A'v,nut. Tho oppllubl. Int,,"t 1"3'" for 1912 throuttl 1'" 1"1
DllClIUICTI
t!!t Int,,"t A,t. ~lv Int.r..t Fletor ~~ Int"..t Rlt. DailY Inttr..t F.ctor
1911 lOX .DOO14' 1911 tl .000147
1.11 lOX .OOOU' 1'11-1"1 m .OOOJOI
1914 \IX .000101 1"1 tl .0001\7
1911 IU .000111 1"'-1994 7X .nOOl91
1911 lOX .00017\ 1"1 'X .0001\7
ulnt,,"t 1. cllculltld .. follow.1
IIITEIUT . SALANCI OF TAX U",UO X NU"la OF DAYS DELINqUENT X DULY J"mUT FACTOR
--Anv Nott41 II.ued .ftlr thl tlX beeDle. deltnquent Nil, r.fleat en Int.r..t olloul.tlon to fifteen Cll' day.
bewond thl dlt. of 'hi ....o.lMM'lt. If IIIYMnt It ledt 1ft" thl Int"..t CCMIPUtttlon dltl .hown on thl
NoUat, eddltlDnllI Inter..t MI.t be cltoullted.