HomeMy WebLinkAbout94-00990
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUM.ERLAND
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UI
Eve I y_n
b,'ng duly
K. Schroth
sworn
accordIng 10 law, d.po... ..nd "Y' Ihats h. is the survi vinR sPouse
0' Ih. Est". 0' Pnlll P ~rhrnth
'01. 0' --- --------- -.__. -.--. - - __h_ --- , Cumb.rland County, Po., d.c....d ..nd th" tho
withIn Is an Invenlory mad. by EvehK. Schroth _, the sold survi vinR spouse
0' Ih. .nllr. .stal. 0' sold d.c.d.nl, consl.llng 0' alllh. p."on..' pro"erty and r.al ~st.t., uc.pt r..1 .st.l. outsld.
th. Commonwealth 0' P.nn.ylv.nl., and Ihallh. flgurll 01'1'0 It. .aci~ l~m 0' tr"nv.nlory r.pr...nt It'l ,.Ir v.lu.
II 0' Ih. dol. 0' d.c.d.nl'. d.alh. 't--<!.---Ol . ~
Sworn to _ ..nd .ub.crlb.d ba'or. m., ~ - -
E~KWKX~~~~ Evelyn K. Schroth
~olJen bLr I~
~tL- t'. ~" t2n~~
19 94
3525 September Drive
Notar Publ
Notarial Sonl
Unda A. DeAngelo. NOlary Public
Harrisburg. Dauphin County
My CommlBBlon E.plre. Sept. 17.1998
14th
Camp Hill, PA 17011
Addr...
Dol. 0' Oealh
July
1994
Doy
Month
v..,
INSTRUCTIONS
I. An Invanlory mu.t b. fII.d withIn Ihr.. monlhl ..ft.r appolntm.nt 0' pa"onal r.pr...ntallv..
2. A luppl.m.nl Inv.nlory mu.1 b. fII.d withIn Ihlrly d.y. 0' dllcov,ry 0' ..ddltlon.I.....h.
3. Addlllon..' Ih..h may b. ..ttach.d .. to p.rlonelly or really
4. SOl Artlcl. 'V, Flduclarl.. Acl 0' /949.
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InventDry 01 the real and personal estate 01
Paul P. Schroth
deceased
1. Commonwealth of Pennsylvania - Retirement Check
1,591 92
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COMMONWIAlTH 0' 'fHNSYlVANI4
DIrA.'M!HT Of I\YIHUI
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HAUISlUIO. 'A 17121.o6CU
. HAM ILA . I . AN
Schroth, Pnul 1'.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
ITO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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MID l INII
COUNTY COO!
N' M L A
3~2r; Seplemher
Camp 11111, I'^
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7/14/<)4
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A. t HUM
184-26-3151
Cumherlulld
Drlye
17011
R.mainder R,lu,n
(10' dolo. 01 doo,h p,iorto 12.13.821
hd.ral Ellal. To.
R.tur" R.quir.d
T 0101 Numb., of Safe O,polil 80...
(IS)
1191
(20) -0-
(20.0.1
(20B) -0-
CHAt,
~ 1. Original R.lur"
o A. lImllld Eliot. 0 Aa. Futur. Inl.'.I' Compromh.
(10' dolO. 01 doolh oher 12.12.821
o 6. D,c.d.nt Di.d T.llol. 0 ,. D.ud.nt Maintain.d 0 Living Trull
(AlIoch cop 01 WillI IAlIo<h copy 01 Trulll
ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TOr:
HAM M L MAlLIN A
John R. Zonarich, EsquIre Skarlatos & Zonorlch
204 State Street
IInrrlsburg, PA ~:J7101
o 2. Suppl.m.ntal R,lu,"
03.
05.
_8.
H H NUM
233-1000
B. Enl., the 10101 0' lin. 20 and 20A on lin, 20B, This it ,h. BALANCE DUE.
Male. Ch.de Payabl. tal Rlgl,.., 0' Willi, Ag.nt
.. ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
/l525 September Drl ve, Cnmp 11111. I'A 17011
201, State St.reet. IInrrl"buql, PA 17101
Unoe, p,nch.., of pit jury. I d.clar. lhal I ho", ..omin.d this "Iur", Including accomponYlng ten.dul.. and 1I0Ilm,"". Gnd 10 the bill 0' my IInowl.dg. and b.I..~
Iln tru., cor"C1 and campi.... I dlclar. lhot all ,.01,"01. has b..n upotl.d 01 true motll,. ..nlu.. O.darollon 01 p"porer olh., Ihon Ih. p.rsonal ,.pr",nIOh". i.
bal.d on olltnlormOlion 01 which pr.pOf.' hOI an.,. knowl.dg..
luNA UNit srON!tIIL It 'lUNG It tUItN ADDlt DA1(
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l. Rool ella'o (Schodulo AI ( I)
2. S'ock. and Bond. (Schodulo SI ( 2)
3. Clo..ly Hold SIocklPannorohlp In'..o" (Schodulo q (3)
~. Mongogo. and No'o. Rocoivoblo ISchodulo D) ( ~I
5. Casht Bonk D.poslta & Mlle.llan,oul hnonal Prop.rtyl S)
(5cnodulo EI
6. loin'ly Ownod P,opony (5chodulo F) ( 6)
7. Trontlo.. (Schodulo G) (Schodulo tl ( 7\
8. Total Gran AU'II (loloIUn.. '.7)
9. Fun.ral Expenle., AdmlniJ'ratlv. COlts, Mlsc.lIan,ouI ( 9)
hpon.o. (5chodulo H)
10. Oob... Mongogo tiobili'i... tion.(5chodulo I) (10)
11. Total O.dudions (rolaflin., 9 & 10)
12. N,l Valu. of Ella't (lin. 8 minus lin. 11)
13. Charilable and Governm.ntal 8equ.m (5ch.dul. J)
lA, Net Value Sub"ClIO Tax (Iin. 12 minus lin. 131
IS, Amount of lin. U 'aJtoble 01 6% ral. (15)
(Include valu" from 5ch.dul. K or Schedul. M.I
16. Amoun. af lino I~ .oxoblo al 15% rolO (16)
(Include valu.. from 5ch.dule K or 5ch.dul. M.I
17. Principal tax duelAdd lax from line 15 and from lin. 16.)
18. C,.diU Prior PoymenU Oi,count
+
19, If lin. 18 i. grlolll thon line 17. tntll th. djff.,ence on lin. 19. This h ,h. OVERPAYMENT.
IJIO
20, If line 17 i. greolll thon line 18, Inter the diff.r.ncI on lin. 20. Thi' i. 'h. TAX DUE.
A, Enter lh. inl.r,,' on the boloncl du. on lin. 20A.
"
1. 'i91 .92
Checle: hIre If you are "quesllng a r.fund of your overpaym.nl.
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PLEAS! ANSWER THE FOLLOWING QUESTIONS PV PLACING A CHECK MARK (~) IN THE
APPROPRIATE BLOCKS.
....
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1. Did decedent make 0 Iransfar and:
a. retain the use or income of Ihe properly Iransferred, .......................................
b. retain the righl to designate who shall use Ihe property Iransferred or ils Income,
. . . t
c. retain a reversionary In erost or ....................................................................
d. receive Ihe promise for life of either payments, benefits or core? .......................
2. If dealh occurred on or before December 12, 1982, did decedenl within Iwo years
preceding death transfer property without. receiving adequate consideralion? If death
occurred after December 12, 1982, did decedenl transfer property within one year of
dsalh without receiving adequate consideration? .................................................
3. Did decedent own on 'in trust for' bank accounl at his or her dealh?......................
YES I NO
x
x
X
X
X
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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ll\i1JOtIX. p.l1)
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COMMONWfAllH O. ~IHHSYlVAHIA
INMIIITANC. TA anUIN
IIIIDIN' Ole DINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please P,lnl or 'I' e
FI E UMBER
Schroth, Paul P.
(All property lo'nt''/'"OWned with tho Right .f Survivorship mu.' bo dlnl.,.d an Sch.dul. '1
.,
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE Of DEATH
1.
Commonwealth of Pennsylvania - Retirement Check
1,591.92
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TOTAL Also enler an line 5, Reca
2
(Allam addillonol 8\0\" )( II" ,h.... If more 'pac. I. n..d.d.)
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COMMONW!AltH 0' pfNHIYlVANIA
INHIRITANC! TAlC R!TURN
IIIIDINT D!eeoeN'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.al. Pllnt or T .
B
Schroth, Paul P.
ITEM
NUMBER
A,
B.
A.
C.
1.
2.
3.
A.
5.
6.
7.
B.
AMOUNT
DESCRIPTION
1.
Funeral Exp.nl'"1
Richsrdson Funeral Home
3,321.00
1.
Admlnlltrallv. Callll
Personal R.p....ntallve Commissions
Social S,culily Number 0' Porsonol Roplosentatlvll
Year Cammllllans paid
2.
Attorney Fees
Skarlatos & Zonarich
423.50
3.
family Exempllan
Claimant
Address af Cralment 01 decedent's death
St..ot Address
City
State
Zip Cod.
Relallanshlp
Probate Fees
Mlsc.llaneaul Expons..,
Register of Wills - Inheritance Tax Return Filing Fee
Register of Wills - Inventory Filing Fee
10.00
10.00
TOTAL (Alsa enter on line 9, Recapllulallon)
(I' mare space II noedod, Insert addlllanal shooll of lam. 1110.)
S 3,764.50
JOHN R. ZONARICH
ANNA MARIC SaSSaNO
THOIAAS R. MILLeR
SKARlATOS & ZONARICI-I
ATTORN!:YD AT LAW
204 DTAT!: STR!:!:T
HARRISBURG. P!:NNSYLVANIA 17\01
(717)233.1000
FAX (717)233.6740
STeeL TON OFFICI!
M!:CHANICS S & L BUILDING
11 SOUTH FRONT STRel!T
STeeLToN. peNN8YLVANIA 17113
(717) D3D.D3B1
ANOI!LO 8KARLATOD (IDoe'ID8\)
Sohroth. Paul P,. Estate of
0/0 Thomas L. Sohroth '
3525 September Drive
I Camp Hill. PA 17011
Ootober 27. 1994
For Professional Services Rendored:
09/16/94 Heeting with olient to review potential estate assets
and issues for probate and tax.
10/24/94 Heeting with olient to review assets and debts (oopies
of information) for drafting Pennsylvania Inheritanoe
Tax return.
Compiling information for Inheritance Tax return.
10/26/94 Preparation of Inheritance Tax return.
Heeting with client to review and sign return; filing of
return with Register of Wills.
$423.50
Balanoe due
$423.50
--------------
--------------
A 1-!'Il per month rebilling charge which ill an
applied to the unpaid balance .~ftcr 30 day".
annual rate of 10% will be
Fed. T.O. ~]-~Ofi61~1
.
. '1\l~t11I"II"JI
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
. .. ..
CQMMOHWIAUH O' 'INN.n......HLA
IHHllllAHCllA...tUIIH
IIlIOIHIOUIOIN'
Plea.. Print ar T .
FILE NUMBER
ESTATE OF
:;chroth, Paul P.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Leader Nursing Center Camp Hill
1,814.27
, .
TOTAL (Aho ontor on IIno 10, Rocopllulo.lon)
(II mar. spoco i. noodod, In.o,' oddilional sllooh of samo du.)
$
1.814.27
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,
~!V"1547 EX AFP (12"94*
"", F COMMONWEALlH OF PENNSYLVANIA
DEPAA.HtN' Of AUtNUE
IUAEAU OF INDIVIDUAL fAXU
DEPT. tlDUI
HARAI'IURD, PA 171,I.a'Dl
1'I~)lIS -It(
C/
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DAT! 02-15-95
DAT! OF D!ATH 07-14-94 ~~h~T~O. CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAYHENT TO THE REOISTER OF WILLS. HAXE CHECK PAYABLE TO "REOISTER OF WILLS, AOENT"
REMIT PAYMENT TOI
JOHN R ZONARICH ESQ
SKARLATOS a ZONARICH
204 STATE ST
HBD PA 17101
REDISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount Re.Htad
CUT ALOND THIS LINE ~ R!TAIN LOW!R PORTION FOR YOUR R!CORDS ...
iiEv:u;,-nX"AFi'-"m":94Y"iiii'fici""ciF"-iNHiiiifAiici" TAX-X ppii'A"iSEiiiiii'-,n,U.i"ciwANci"il-Jiunmmumn
DISALLOWANC! OF DEDUCTIONS AND ASS!SSHENT OF TAX
ESTAT! OF SCHROTH PAUL P FILE NO. 21 94-0990 ACN 101 DAT! 02"15-95
TAX RETURN WAS. I X I ACCEPTED AS FILED
RES!RVATION CONC!RNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIDINAL
1. Rool E.toto IS.hodulo AI III
2. Stocka and Banda (Schadula S). (2)
5. Clo.aly Held Stack/Partnlr.hip Intara.t (Schedull C) (5)
4. Hartalga./Natae Racaivabla (Sch.dula DI (4)
i. C..h/Bank Dlpoeita/Hlac. P.reanal Praplrty (Schldule EI (il
6. Jaintly Own.d Property (Schadull FI 161
7. Tranef.re (Schldul. 0) (7)
a. Total AII.t.
I CHANOEO
.00
.00
.00
.00
1.591.92
.00
.00
IBI
1,591.92
APPROVED DEDUCTIONS AND EXEHPTIONSI
3,764.50
9. Funarll Explne.a/Ada. Caet./Hi.c. Explns.. (Schldull HI (9)
10. Dabtl/Hodgagl U.bUiUa./Li.na (Schldull II 1101 1.814.27
11. Totll DeducUon. Ill)
12. Nat Value af TaM Rlturn (12)
15. Charitabla/Oavlrnaantal S.qua.t, (Schldull JI (15)
I~. Not V.luo of E.toto Subjoot to To. 114)
NOTEI If an aB....ment was i..ued previou.1Y, line. 14/ 15 and/or 16. 17 and 18
reflect figure. that include tha total of abb return. a..e..ed to date.
ASSESSHENT OF TAXI
1&. A.aunt of Lin. 14 at $pou..l rat. liS)
16. Allaunt af Lina 14 taMabl1 at Linacl/Cl... A rata (16)
17. Allaunt of Lin. 14 taMabl. at Collataral/Cl... S rat. (17)
la. Prlnoip.l TaM Due
~.~7R 77
3,986.85-
.00
3,986.85-
will
.00
.00
.00
x .03.
X.06.
X .15.
118)
.00
.00
.00
.00
TAX CREDITS:
PAVHENT
DATE
RECEIPT
NUHBER
DISCOUNT l+)
INTEREST I-I
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
. DO
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAVNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)