HomeMy WebLinkAbout94-00968
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INtIe~TA~~TltRE7URN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTveoCH
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FILE ~iER 9'-1 9 (p f/
REV; 1.\(10 EX ~ 11-141
20. II L1no 19 19 groolor Ihan Llno 16, OnlOllho dlllorllllco on LInD 20. This lolho OVERPAYMENT.
[TI 0 fCiiOck hor. If you are requesting a relund of your overpayment I
21. II Lillo 16 Is g,oolor Ihon Uno 10, onler 11m dillOlOIlCO on Lillo 21. Thl" 191ho TAX DUE.
A. Enlor Iho 111101091 olllho bolallco dllo 011 Uno 21A.
e. EnlOl Iho lolal 01 UIIO 21 ond 21A 011 Uno 21B. Th191.1t1O BALANCE DUE.
Mak. Check Pa abl. to: Ro I.\or 01 Will., Agon'
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAG~ 2 AND TO RECHECK MATH .. ..
Und.r p.n&IlIU 01 JI"JUIY, I d,c1iilihal I have .."mlnlld tillS ''''1I/n, Ifltludltlg,Htnmjlanymg schltiUTf'S.nd '\/lI.mlnls, InlJ 10111. Lt." 01 m)- krwwl.dg. and btl!ltl,llll Iftl",
cnfllcllnd complel'. I dler.tI' Ih.l"II,..ln'41. hu bun reporl,d .IIIUII market ~Ilu.. (lle!.".'lon ul prelll'" IIlh., Ih.n 'he p'JI.lln.lrepre..nl.,I....1I bUld on.lln nlttll n 01
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()(CEOENT'5 NAME II.A5T, FUlfIT, AND MIDDLE INITIALl
U III I (;;
DArl OF DEAltt OAf[ OF UIRnt
O[C[ [lENT'S COMPLl T[ ^[)Ol\r!;~
O~-~(,;'N J--7-/4
iJI-s,o-. J(JJ.j
Counlr
lIF APPLICAOLEJ SURVIVING SPOUSE'S NAME ILAST,FIHST AND MlOllL E INITIAL) SOcrAL SECUIHTY HUMDE R
1]:]1."Ci"glnal Rolllrn
o 4. Urnllod Eslalo
2. Supplomonl.1 Rolurn
41. FuhllO IlIlorust Compromi!1o
(lor dOlo' 01 doalh alior 12-12-62)
o &. Docodonl Dlod Toulalo 0 7. Docodonl M.lnlolllod a Living Truol
(AIIach copy 01 Will) (AII.ch a coPy 01 T'"91)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
[Js.
6.
~
NAME
S.!L~ c.-~iJt!e'1i.. ___.__
TElEPtlONE NUMOER
1/7- .)'/0 -OJ u-.r
1. Roal Eslolo (Schodulo A)
2. Slocks ond Bondo (Schodulo B)
3. C\osoly Hold SlocklPallnolshlp InlOlosl (Schodlllo C)
~ ~Pl190gos and Noloo Rocolvoblo (Schodlllo D)
I}! dSh, Bonk Dopo.lI, & Mlscollonooll' Po"ollol P'operly (Sch. E)
it' ~Inlly Ownod Ploperly (Schodulo FI
.Ji~ :+\onslora (Scho~ulo G) (Schodulo L)
:t ,Tolal GlOSS A9S01. (10101 Unos 1 -7)
I!i IFunoral Exponaos. Adn,nlslrallvo Cosls, Mlscollalloous
III ~xponsoa (Schodlllo H)
i.{llpbl', Mortgago Uablllllos, Lions (Schodlllo I)
11.lT9Ial Doducllons (lola' L1nos 9 & 10)
12. fifol Valuo 01 Eslolo (Uno 6 rnlolls Uno 11)
13. Ch.,lIoblo and Govornmonlol Boquo'l. (Schodulo JI
14. Nol Voluo SlIbjocl 10 Tax (Uno 12 llIinus Uno 13)
IS. Spollool Tron,l.,s (lor dolo. 01 doslh ollor 6-30-04)
500 Insllucllon. lor Appllcoblo Porconlago on pogo 2.
(Incllldo volllo, hom Schodlllo K 01 Schodulo M.I
16. Amollnl 01 Uno 14 lox.blo al 6% rolo
(Incllldo valuos hom Schodlllo K or Schodlllo M.)
17. Amount 01 Uno 141sxablo at '5% rolo
(Includ. VOlllOS horn bchodlllo i\ or Schodulo M.I
16. Pllnclpallll)( duo (Add lox 110m Uno 15, 16 and 17,)
19. ClOdlls Spouoal Povorly Crodll P,lor Paymonls
(17)
COMPLETE MAIliNG ADORE 55
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NUMUER
AMUUNT RECEIVED lSE E INSTRUCTIONS)
Romallldor Rolurn
(101 dalo. 01 doalh prior 10 12-13-62)
Fodoral E,'alo Tsx Rolllrn Roqullod
Tolal NlImbOl 01 Salo Dopoall Boxos
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DATE
rorm 1500 lA.'1, '.'4)
21-94-09611
RENUNCIATION
In Re Estate or jH~' JJ,(,UJlII-"l i(!t4."...~-<-'
r v
To the Reaister or WllIs or ((.l/1'1.l..l1f.tf.", /.--
The underslaned ~.AiJ1 tlJJA/;-U/.-/
"
. the above decedent, hereby renounce(s) the rlaht to administer the estate and respectrully ask(s) that Letters
.
?J~;";,.;:r",,.b.,.,< )
be issued to LrA_~'~ A. 1t1.u-f'~ -
deceased.
County, Pennsylvania.
of
I.
x-
WITNESS
. hand this -fl day or~, 19~.
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J RIV-llft7 IX AFP 112-9,.*
C_ALTH OF Pt:NNlYlVlIIIA
Ol!PARTIl[HT OF AlY!1U
IUIIUU OF IHPIVIDUAL TUU
DEPT. 110601
H.UA1l1UAQ. P. I7UI'06Ol
NOTICE OF INHERITANCE T^X
APPRAIIEHENT, ALLOWANCE DR OIIALLOWANCE
OF DEDUCTIONS AND AISESIHENT OF TAX
ACN 101
DATI OS-28-95
DATE OF DIATH 05-26-94 ~~b~T~O. CUHSERLAND
HOTE. Tn INSURE PROPER CREDIT TO YOUR ACCOUNT, SUIHIT THE UPPER PORTION OF THIS FORH WITH YDUR TAX
pAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAVAILE TO "REgISTER OF WILLS, AgENT"
REMIT PAVMENT Tal
SUZANNE E GREENE
175 E lOUTltER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
I Aoount RNltt"
CUT ALONG THIS LINE ~ RITAIN LOWER PORTION FOR YOUR RECORDS .....
it IV: isW" iii .AFP"ilif: 94 T"NoYi c i""ciji.i"liliiiii TAifc!" YA'X" A"piiiiA"i SEHiiir;"AL rciwANci. ciA' ...........".."""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ISTATI OF WINAND DAVID G FILE NO. 21 94-096S ACN 101 DATI! OS-2S"95
TAX RETURN WAS I (X I ACCEPTED AS FILED (I CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I Eobb (Schedule AI 1I)
2. Stock. and Bond. (Sohldulo 81 (21
S. Clo.oly Held Stook/P.rtner.hlp Intoro.t (Schedul. Cl (S)
4. I1ortg_./Nob. R...lvoblo (Schedulo 01 (4)
I. C..h/lank Ilepo.U.'Hlao. por.onol Proporty (Sohedulo El 151
6. JointlY OWned Property (Schedulo fl 161
7. Tr...f.r. (Sohedulo GI 171
a. Tobl Alloh
.00
.00
.00
,00
634.0!l..
.~O
.00
(al_
634.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
t 3.2S7.00
9. F.....r.1 E.penoe./Adoo. Co. ./Hlac. E.pen... (Schedule HI 191
10. Debb/Horte_ Lhbllltl../L1en. (Sohodulo Xl liD) .00
II. Totol o.duotion. (III
12. Het Val... of To. R.turn 1121
IS. Ch.ritoblo/govornMInt.1 lequ..t. (Schtdul. Jl (111 _____
14. Not Vol... of E.tDto S<.objoct to To. 1141
NOTEI If.n ........nt w.. 1..u.d pr.v1au.ly, l1n.. 1ft, 15 .nd/ar 16. 17 .nd 11 will
rwPl.,t f1gur.. th.t 1na1ud. th. tatll of Ahh return. .......d ta d.t..
ASSESSMENT OF TAXI
II. Aeount of Lint 14 ot Spoulll rot. (III
16. Aeount Df Llno 14 to.oblo ot Llno.I/C1o.. A roto (16)
17. Aeount of Lint 14 t..oblo ot Coll.toroI/CI... I rot. (171
la. princlp.1 To. Duo
TAX CREDITS I
PAVHENT
DATE
~.'A7 no
2.653.00~
.00
2,653.00-
.00 X .00.
.00 X .06.
.00 X .15.
llal_
.00
.00
.00
.00
RECEIPT
NUHIER
DISCOUNT (+1
INTEREST (-I
AHClUNT PAID
TOTAL TAX CREDIT
BALANCI OF TAX DUI
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERIE
FOR CALCULATION OF ADalTIONAL INTEREST.
( IF TOTAl DUE IS LESI THAN fl, NO pAVHENT IS REquIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU NAY IE DUE
A RPFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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III_ATlOlh I. lit.. .f doc_to dvl", .. or bafo.. Ilto_r U. 1911 .. If on. futllr. lnlorlll In 1M ..t.t. I. tron.f.rrod ,
tn'po.....Son or enjoVllnt to ca.... (00111',r,1) bIne'loJer... of thl dtotdlnt .'t,r thl l.plra'lon of InV I.,.t. fo~
11'. or for v..r.. thl C~lth herebv I.,r...lv r...rvI. thl rltht to eppf.... Ind ...... trenl"r Inherltenol T.x,.
at thl IlMful el... I (co11",rl1) rat. on InY .UGh future Int.r..t.
~'Of
MOTlCt:1
PAYltElfT,
IIII'11Gl IQUI
....CTI01111
AIlIlIN
IITRATlYli
_CTlOIIII
OIICOUNTI
INTtIIIIT I
To fulflU the requlrlMnh of IeoUon Zl~O of thl tnherltlnClI Ind E'tflh T.x Aot, Act ZI of 1"1. 71 P.I.
IooU.. 1140.
Det.m, thl top portion of thl. Hotiel 1M lubIIlt with your PIV..,,' to thl Rtlhhr of "1111 prlnte.j on the ravlr.. .Ide.
u"*,. .hook " ..... ordor PlY. I. 101 REGISTER OF MILLS, AGENT
AU PIYMntl reollvtct IhtU flrtt be ."UId to In)' In"rllt which "V be due with In>> r...lnd1r _Heel to the lItH.
A rehrMI of . tu credit, which WI' not rlquuted on the h)l Rlturn, ..v INI r......ttd hv C0IIP1IUnt en "."UeIUon
for Ref~ of Pem."lYenl. tnhlrttll'lCll end Eltltl Tlx. (REY-UU). Appllc.Uons Irl IVII1IbI. It thl OffiCI
of the Allllter 0' Willi, InV of thl 2S MIYtnUI Dlltrlet Offlc.., or bv c.Ulng tM '1*1111 Z4-hour
en....rJf1I nryJel ~rl for for.. ordertnGl In Plm.vl"lnl, 1-100"562"2050, outllde Penn'vIVWtII Ind
within Icte.l Hlrrhburl nil (717) 7'7-aOM, TOO' UI7) 711-2251 (HI.rlng I.,llrld OnlY).
Anv ,.rtv In tntl.'ltt not nthfltd "lth thl ."rlhIHnt, .UOIltnCI or dlnUowtnOl of deduoUonl, or .....lMnt
of t.1C Unoludlnt dllCOU"It or tntlrllU II .hqwn on thh Notlcl lIlJat obJlOt within Ihctv ('0) dav, of rlG,lpt of
thlt Motlo' bVI
--wrtU., protllt to the PA o.plrtlllf'lt of AIV~, aoard of ~11I, Di9t. 211021, Hlrrhburl, PA 11111-1021, OR
....INtlon to hlvl ttMI uttflr detlr.lnteI It .ucUt of thl 1G0ount of thl perlOtll. rlprlltntltl.,., OR
-.......1 to thl OrpMr'l" Court.
Ftotual Irror. dl~oY'rld on thlt u..u...,t thould belddr....d In wrlUng tOI PA DtplrtMf'lt of AIYtnuI,
lurleU of Indlvldull TIICI', ATTN. Po.t A'n.~t AIyl1M Unit, Dept. 2'0601, Htrrl'bUrl, PA 11121"0'01
PhoN (717) 7.7..6101. 1M Pili S of thl bookllt "In.trucHon. for Jhhtrltencl 11)1 A,turn for Q Rllldtnt
DIotdInt" (REV-II01) ~or In IMpltnltlon of .a.lnlltrltlYllv carrlCtabl, Irrors,
If env tIM due It Plld within thr_ (J) c.ltndtr eontn. Iltlr thl dlOldtnt'l ..th, I fly. Plro." (IX) dltoount of
tho tIX p.ld I. .U_.
tnt.rllt I. ohtrlild Mllnnl". wtth flr.t dlv of dellnquencv, or nine (,) Hnth. end OM (1) dtv 'rOIl the dlt. of
dHth, to the dati of PI)'8lnt. Taxu which bIG... dl1J~t blfor. JlnUlrv I, 1912 bHr Int.rllt .t thl rl" of
11M CO) ",roent Plr noM alloul.tld It I Allv nte of .000164. All h)lll Ntllch bH.. deU".,."t on and Iftlr
Januerv 1, 19.2 will bIIr Intlre.t .t I rltl which will Vlrr froe celtndlr Vllr to allender v.er with thet rltl
ennounold bv thl PA Dep.rtllnt of RIVtnUI, The app11Clb11 Inter..t tit.. for 1911 thrOUlh 1". Irll
~ Intlrllt Altl Dllh Inter.lt FlOtor :!!!r Intlrut RI" Dllh Intlrut Feotar
1911 In .0001\1 1.11 .~ .0001\7
1M' 16X .ooooa Itll-I "I lIX .000101
I'" 1IX .ooom 1"1 .~ .0001\1
nl. lIX .OOOU' 1"'-lttI IX .000191
It.. lOX .00017\ I". .~ .0001\7
.-Jnttrllt II C111oul.tld I' fallDMl1
IHTIUIT . IAWeB OF TAX UHPAIO X HUHSER OF DAYS DELIHQlIEHT H DULY IMTIUIIT FAllTOR
"An. NoIIOl 11_ .ftor tho t.. ...._. doll_t _Ill rofl..t on Int""t OII01llall.. t. flft_ (Ill 111'/.
bevond thl dlt. a' thl ...II....,t. If Plveent II ... Ifter thl Intlr..t OOlPUt'Uon .,. ,hown on thl
MoUee, IddltJ0M1' Inter..t "",t be Clloullted.
JRD/JuDe 30, 1992117858
"
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
CDrllsle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COUR1' ORPHANS' COURT RULES
To:
Personal Representative _SUZANNE E. GREENE
Counsel:
REI FAille of DAVID G. WINAND I Deceased, Lale of
MECHANJCSBURG
Faille No.1 21-1994-968
Dale orJ)ecedent's Death: MA Y 25. 1994
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed, is required to file with the Regisler of Wills a Slatus Report as required by Rule 6.12, In
lubst8tltially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice Is to advise
you that unless the requisite Status Report is flied with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this NDtlce that the Register of Wills
11 required to DOtlfy the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be Imposed upon the
dellnquCllt personal representative and the delinquent personal representatlve's counsel, if any.
Accordingly, If the requisite Status Report Is not flied by JUNE 28 , I~~, you are hereby
advised that I request will be submitted to the Court In accordmce with Rule 6.12.
Date: JUNE 13. 1996 (Lt'.)ll.
~~ ~ :0
Distribution to Estate File :u(~
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