HomeMy WebLinkAbout94-01039
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1. Real Ellale ISchedul. A) I 1) ...._.__..._..___._._.__
2. Slockl and 8and. (Schedule 8) ( 2) _____.__.J O. OO_n.______
3. Clolely Held Slack/Panne"hlp Inloroll (Schedulo C) (3) _...__.______-'-_
4. Mongagel and Nal.. Rocelvable (Schodule D) ( 4) __.____.____._
5. Calh\,8ank Depalll. & Mlscellaneou. Peroanal Proponyl 5) _.
(Sc edul. E)
6. Jolnlly Owned Propeny (Schodulo F) ( 6) __________
7. Tranlfe" (Schedul. 0) (Schodule l) ( 7)_._
8. Tolal Gran Anell (Iolallln.. 1.7)
9. Funeral Expen..., Admlnlllrallv. Co.I., Mlsc.llaneaul ( 9) __......-J., 388 . 81
Exponl" (Schodul. H)
10. Debll, Mangoge lIablllll.., Llenl (Sch.dule I) (10) __
II. Talal Deducllan. (Iolalllnel 9 & 10)
12. Nel Value of Ellal. (line 8 mlnu.llne 11)
1~. Charllablo and Gavornmonlal 8eque.l. (Schedule J)
14. N.I Value Subjoct 10 Tax IlIne 12 mlnulllne 13)
15. Amaunl of IIno 14 laxabl. 016% role
(Include valu.. Irom Schedulo K or Schedule M.)
16. Amounl 01 line 14 laxabl. 01 15% role
(Include valu.. Iram Schodule K or Schedule M.)
17. Principal lax duo (Add lax from line 15 and from line 16,)
18. Credlll Spou.al Pavony Credll Prior Paymenll Dhcaunl Inlerell
t _ t.___ -___
19. II line 18 h grealer than line 17, .nler Ihe difference on line 19. Thlll.lho OVERPAYMENT.
aD
20. II line 1711 grealer Ihan IIno 18, onler 1100 difference on line 20. Thh Illhe TAX DUE.
A. EnlOr Ihe Inler..1 on 1100 balance duo on line 20A.
8. Enler Ihe 10101 of Iini 20 and 20A an lIu. 20B. Thl. II Ihe 8ALANCE DUE.
Ma~. Ch.ck Pavabl. 101 R.gl.ter 0' Will., Ag.nt
. .,>rli,::&~HI:)..'........ '!!.!URI TO'ANSWIR ALL QUESTION-e ON REVERSlSIDI AND TO RICHI~K MAnf....~.',',.;.'.:j:.'P!~:I\'t.;;";;lii
Under Plnalll.. of p.rjurYI I d.dor. thaI I havI Ixamln.d Ihlt rOllJrn, Including accompanying Iehe'dullS and 'Ialemlnll, and 10 th. b.11 of my ~nowl.dg. and bell,f,
1IIIru., carred and compl.llt. I dlclar. lhal all ,.alellol' hat been reported ullru." market valu.. DlClurallon of prefJarer olh.r than th. plrlonal "pr..lntall; I.
'alld or nil Information of which proparer 1001 ony knowledg.. 11 _ ) .9" .
~ronmo;;rmPlfNmTf1O~A!fURN-ADb.m----- -----.--------. oiJr- .,
. /K-O~"( r OI.iL(.f Lenora E. Daihl. 18 S. Washinoton S.hL~ensburg, PA 17257
A H I AliDlif!r--~on =--- --. ~rr-
Jerry A. Weigle, 126 E. King St., Shippensburg, PA 172571[_/.'li
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'OR DATlSO'DIATHAnlR 12/31/91 CHICKHIRI
'j INHERITANCE TAX RHURN If UPOUSAL
+~I;~ RESIDENT DECEDENT ~I~~~R~:::DIT.I Cl:'IMID 0
COMMONWEAlTH 01 PlNN\YIVANIA (TO BE FILED IN DUPLICATE ~A 'C"
DIIAR1MINT or RlvlNUE ,,,oJ I
HARRIS~~:ld~nlll060l. . WITH REGIS!.F.~..OF_,,\,I.L~SI___ C.9UN'Y.~()Q~ cJ..L . YEAR ff.. NUMBER
C!NTIS NAM! IlASTI '1ItST, AND MIDOl! INITIAl) - - --lm~fNTTJ' COMPUTE ADDRESS
Dnihl, Adam.B, 18 South Wnshington Street
o .'ALlr<iffifYfliiMm-----rAlronilwr---.j"Aff6HiRm-....--. Shil'Pcnsbllrg, PA 17257
180-01-5/113 10-7-94 2-8-03 c.", Cumberland
----------- .------.---.--.- ..=- --.-
00 1. Original Relurn [] 2. Supplomentnl Relurn [] 3. Romolnd" R.lurn
(far dOli I 01 d.alh prior 10 12.13.82)
[J .~. Federal Ellale Tax
Rolurn Required
_ 8. Talal Numb" of Safe D.po.1t 80m
rJ 40, Fulure Inl"oll Compromllo
(for dol.. 01 dealh all" 12.12.82)
DlCedonl Dlod TOllalo 0 7. Docedenl Malnlalnod a living Trull
(Allaeh copy 0' Will) (Allach copy o~ T,",I)
ALL CORRISPONDINCI AND CONPID~NtlAL TAX INPORMATlON SHOULI) 61 DIRIClID TO. .
AM -- IOMJmr;;iA'lINO AooRfU
Jerry A. Weigle !.....I\s_qllire ____... HARK J WEIGLE AND PERKINS
I ONI NUMIU 126 East King Street
( 21J....L....532-73B8 ~~=-~~._ Shippen~b~~~, PA 17257
o ~,
[J 6.
L1mlled E.lal.
( 8)
10.00
(II)
(12)
(13)
(14)
(15) _..________K .06.. tiONE
6,388.81
~.378 .81)
(6,378.81)
- INSOLVENT
(16)
_K .15..
(17)
CIII'(~ tl('fe if you me WCluosli"9 0 refuncJ of your Ovelfl(lymr'n'
(18)
(19)____
120)
(20A)
120B)
IlV.IIOIIlC~ 1"'11
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'ESTATE OF
SCHEDULE "B"
STOCKS AND BONDS
FILE NUMBER
Adam B. Daihl
tAli rop.rty JolntlYoOwnld with Right of 8urvlvorthlp mutt b. dllclotld on 8chedul. IIPIl)
ITEM
NUMBER
I.
DESCRIPTION
Cumberland Valley Cooperative Aseociation - 1 Share Stock
I'
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I'.,
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1-"
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.,.
TOTAL (Allo enter on line 2; Recepltuletlonl
flf mort ,p.o. I. n_td Inlln .ddltlan.1 .hHtI of 11m. tilll)
":,.
I,..'"
(\ "",ll"_ ;1..ln...i~4''''' "..."'....hU.;fl,' .,),
".
VALUE AT DATE
OF DEATH
10.00
.. II
',.
,I
..
,
,
"
.
10.00
i
"~ISI! u. 11.'11
Adam B. Daihl
SCHEDULE H rJ
fUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND .'.
MISCELLA_NEOUS EXP~~SES PI. a,. Prln' or Typ.
rl NUMIIR
.-.-----
~:j~
COMMONWlAllH o. "NNlnvANIA
INHI!IlANCI TAX UTUXN
!"IDINI DICIDINT
mA'l Of
IUM
NUMBER
DESCRIPTION
AMOUNT
1.
A. Pun.ral EMp.nl.11
Fogelsanger~nricker Funeral lIome
5,832.40
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Funeral Reception
94.41
325.00
Spring lIill Cemetery - grave opening
1.
Admlnlllratlv. Calli'
Penonal R.prelentallv, Commlnlonl
Social Securlly Number 0' Penonol Reprelentatlvel
Year Commlnlanl paid
2.
Atlorney Fe.. Mark I Weigle and Perkins
125.00
.
3, Family Exemption
Claimant Relatlonlhlp
Addren of Clalm~nl ot decedent'l d.ath
Street Addrell
Clly
State
Zip Code
Probate Fe.1
Mllc.llan.oul IKp.nllll
Register of Wills, Cumberland County - copy of marriage
certificate for Social Security
Register of Wills, Cumberland County - filing Insolvent PA
Inheritance Tsx Return
2.00
10.00
TOTAL lAlla enter on line 9, R.capllulatlan)
III mar. Ipace II n..d.d, Inl.rt additional .h..lI of .am. ...., I
s
6,388.81
/ (; ') / /1
.REV-11l47 EX AFP (12-94''*H
~ COHHONWUl JII Of l'EHH5VI VAN I'
DEPA.THEHI OF REYEHUF NOTICE OF INNERITANCE TAN
BUREAU OF IHDIYIDUAl TAiES . AP~RAISEHENT, ALLOWANCE OR DISALLOWANCE
~:~iS:~~~lpA IIIlE-D601 OF DEDUCTIONS AND ASSESSHENT OF TAN DATE 02-21-95
mAlE OF DArnr==" -'7\lfAM -=B=~~==--'-=- FirE"No. - - m==.-
DATE OF DEATH 10-07-94 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TNE UPPER PORTION OF TNIS FORH WITN YOUR TAN
PAYHENT TO TNE REOISTtR OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AOENT"
REMIT PAYMENT TOI
JERRY ^ WEIGLE ESQ
MARK ETAL
126 EKING ST
SHIPPEN5BURG PA 17257
~//
ACN
101
REGiSTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r Amount R.ml~_-l
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
RiV: iS4T iie"A j: if. (1-'[:94 Y. NOT i ar "OF. "(Nil iR i;: AN"C!. TAX" A"P liiiA" i 9 EHENi' "; "A i. i:!iWANCE "OR"""""".."". -."...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ISTATE OF DAIHL ADAM B FILE NO. 21 94-1039 ACN 101 DATE 02-21-95
If an ......m.nt ~a. is.u.d prlviou.1Y, lin.. 14, 15 and/or 1b, 17 and 18 will
r.fl.ct figur.. that includ. the total of Ahk rat urn. a......d to date.
ASSESSMENT OF TAXI
IS. Amount of Lln. 14 at Spou.ol rot. (IS)
1'. Amount of Lln. 14 to.obl. .t Lln..I/Clo.. A rot. (I.)
17. Amount of Llno 14 t..obl. .t Collat.rol/Clo.. B r.t. (17)
lB. Prlnolp.1 T.. Duo
TAX CREDITS I
PAYHENT
DATE
TAN RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
I. R..l E.t.t. (Sch.dul. A)
2. Stooke .nd Bond. (Soh.dul. BI
5. Clo..ly N.ld Stook/P.rtn.r.hlp Int.r..t (Sch.dul. C)
4. Hortg.g../Noto. R.o.lyobl. (Sch.dul. D)
B. Co.h/B.nk D.pa.lt./HI.o. P.r.onol Prop.rty ISah.dul. E)
.. JointlY O"nod Proporty (Sch.dul. F)
7. Tron.f.r. (Sohodulo 01
B. Total A..ot.
APPROVED DEDUCTIONS AND EXEMPTIONS I
?, Funerll Expln.../Adn, COltl/HilO, Expln... (Schedule H)
10. D.bt./Hortgogo Llobllltl../LI.n. (Soh.dul. II
11. Total D.duollon.
12. N.t V.luo of To. Roturn
15. Ch.rltobl./Oav.rnm.nt.l B.qu..t. (Soh.dulo J)
14. N.t V.luo of E.toto Subj.ot to To.
NOTE I
RECEIPT
NUNBER
DISCDUNT (')
INTEREST (-)
I ) CNANDED
11)
12)
(5)
(4)
IS)
(6)-
17)
.00
10.00
.00
.00
.00
.00
.00
(Bl
10.00
(9)
110)
6,388.81
.00
(111
1121
113)
(14)
6.388 AI
6.378.81-
.00
6,378.81-
.00
.00
.00
N .03.
N .06.
N .15x
liB)
.00
.00
.00
.00
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS TNAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
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REIERVATlONt
N
EI,.t.. of dlGldlnt, d~ln. on or hlfar. Dla"b,r 12, 1982 -. If .n~ lutur. Int.r..t In thl I.,.t. II ,ren.flrred
In pa.....lon or 'nJov..nt to CI... II tcolht,r,U bln,flol,rl.. 0' thl dlCldlnt ,ft,r thl IMpir.Uon of any ..tit.
ltf. Dr for v..r., the Co..cnw"lth hereby Ixpr...ly r...rVI. the right to IPpral.. and ...... trlnt'.r Inhlrltlnol
It thl Ilw'u! el'.. I (ooll,t,r,l) rat. on Iny ,uch tutur. Inter..t.
.: I J
I.
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)>;;>
Vi (i
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fer
Tlxl'
PIIlPOIE Of
HOlIC!I
To ".\f111 tht r.qulr...nh of SIIOtlO" 21'10 of the Inh.rltancl and Zlt.h TIM Aot. Act 22 of 1991. 72 P,S.
I.odon lUG.
PAVI'A!N!I
Detleh thl top portion of thl, Notl,. 8n1 lub.lt with your Ply..nt to the AI;I.t,r of Willi prlntld on the rIVlr.. .Id..
--H.h chick or .on.v ord.r pavanl. tal REOISTER OF MILLS, ADENT
All PIv..nt. r.o.I~.d .h.11 flr.t b. appll.d to Iny Int.r..t which 'a~ b. due with .n~ r"llnd.r appll.d to t~. t'M.
REFUND (CR)1 A r.fund of a t.M cr.dlt, whloh w., not r.qu..ttd on the T.w R.turn, .t~ b. r.qu.tttd bJ ao~l.tlng an "Appllc.tlon
far Rtfund of P.nn.~I...tnl. Inherltancl end E,tat. Tile" (REY-Illl). Applla.tlon, 'rill a....U.bl. .t thl OffiOl
of thl R.gllter of WUII, eny of the 23 RlvlnuG Olltrlot OffiCII, or bv calling thl 'Piela! Z4-hour
.n,w.rl~g ..rvlc. nu.o.r. for for.. orderlngl In p.nn.vl...anla 1-800-36Z-2050, out.ld. P.nn.vl...anl, 'nd
within loul Harrhburg ar.. (7171 187-809(1, TOOl (1171 772-Z252 (Hurlng IIPalr'd Onlv).
OIJECTIONS, 'n~ Pith In Int"t.t not IItllflld with thll apprah...nt, allow.nc. or dl"Uow.nc, of d.ductlon., or a......."t
of t.M (Inoludlng dl.count or Int.r..t) a. .hown on thl. Hotlc. Qu.t Obj.ct within .llety (60) d.~. of r.c.lpt 0'
thl. Hotlcl by,
--wrltt.n protllt to the PA O,partunt of A.....nu., BOllrd of Appuh, O.pt, 281021, HllrrhburQ, PA 17121-1021, OR
.-'I.otlon to h..... the .,tt.r deter.ln.d It audit of the looount of the p.r.onll r.pr..ant.tl...., OR
.-I"PII' to the Orphln.' Court,
AONIN
IIlRAlIVl!
CORMCllONII
".otuel errort dlscotJilred on thll ....ISIl.nt .hould b. .ddr....d In writing tal PA D.p.rt..nt of R.....nu.,
lurllu of Individual TIMII, ATTNI Po.t '..a....nt R.vl.w Unit, DIPt. 1I0601, Harrhburg, PA 17121-06nl
Phone (7171 787-6505. S.. page 3 of thl booklet "In'Jtruotlon. for Inhtl,lt'Me TaM R.turn for a Ruld.nt
D.ctdent" CREY~15011 for .n .wpllnltlon of Id.lnl.trltlvel~ corr.otabl. .rror..
If Inv tlJ( dUI It Plld within thrll (31 caltndtr tcnth. afhr ,,'. dlc.dlnt', dllth, . flv. perunt (S~I discount of
th61 tlM padd It .Uow.d,
DUCWfTl
IN!EMIlI
Intlrllt I. cherg.d b.glMlng wl'th flr.t da~ of d.llnqu,ncy, or nln. (91 tonth. and on, (I) dav frol the datI of
dtlth, to the dlt. of p.v..nt. T.~.. which b.e.,. dllJnqu.nt b.for. Jlnuery I, 1912 b.ar Int.r..t at the rat. of
elM (6iO perclnt PIt annul olleultt.d lit I dalh rat", of ,000164. All ta~1I which b.c... d.lInqulnt on and after
Jenu.rv I, 1912 will bIer Int.re,t at I rat. which will ....ry frol c.l.ndlr y.ar to o.llnd,r y.er with thlt r.t.
Innoun(:ld by the PA D.p"t..nt of Rty.nuI. Thl appllCAbl1 Interllt ratll for 1982 through 1995 .rll
!!!! Interllt R." Ollly Inter..t FI~ !!.!.r Int""t R.t! ORlly Interllt Flotar
1962 20)( .OOOS.. 1901 9% .000247
1915 16X ,OOOUI 1981'1991 IlX ,000501
1914 IlX .000101 1991 9X .0002H
1915 llX .000356 199).199" 7X .000192
1916 lOX .000274 1995 9X .000247
uIntlrllt I' o.lculatld al followlI
INTERE'T . BALANCE OF TAM UNPAID M NUNSER OF DAYS DELINQUENT M DAILY INTEREST FACTOR
"An~ Hotlc. IlIuld .fter the tlM buOIl" dellnqu.nt will rtfltt;t an Int"..t calculation to flit.." (IS) d.V'
bI~ond the dlt. of th. ........nt. If Plv..nt I. .ad. aft.r the Int.r..t eo.put.tlon date .hown on thl
NOtlOI, addltlon.l Interllt .u.t b. calculahd.