HomeMy WebLinkAbout94-01052
/.'.-:; .. if - G, ! FlU NUMIIR
~"I'S..9. INHERITANCE TAX RETURN
1!:,,6.\'\' RESIDENT DECEDENT
COr,IMOIIW/."" ui rElllmVAW, 'TO BE FILED IN DUPLICATE
O~f'ART^\dir tJr 1t~"~tlUE ,
Il""S~r:~ t~?1~1";J,j" WITH REGISTER OF WILLS) COUNIV CODE VFAR
- - -~-'::~~~~l,~;:, ';'e;~:;~:h,,,,:, - ;,:,: 0:""'- . -1'~;~::;;~.~::S7~" -
Co i ~o\t -30 "/"'3l - I ~~1j-'14. I lo'I1'o~ C'"~" '''''''Gtill.l.''lUt:lmm--..__._..._
l!! I ~ I o"uin"t RoI",n I ~ 2, Supplomonlal Return [ ) 3, Remainder Relurn
~ ~ (far date, of dealh priarta 12.13.821
~g:..., I : ,I Umlt,td E11\dt. r .14a. Futuru Inloro,1 Compromho ~.'] 5. Federal eilC1lf1 Tal<
o~9 I Ifar dal" of d.alh alt., 12.12.821 Return Required
iteG I >(b Dtlcnd(}111 rHI"J l'.'liIJlu [.n] 7. Du<:odenl MCllnlalnon:: living Tru,t _8. TOlolNumborofSafoDepolltBoJCO\
<t I (Allach ,"'py "f Wdtl IAllarl< copy of Tru'l)
i A(~coili'i'PONoliN=E '~rirli:oNFiiiINnAi:'TAX 'Nf'ORMAfiOtiSHOIILD II' DIRECTED TOI
I ~ [".'..'1"...---......... -., , ....- .......- ..._-.......--,ccjMPmrm~ili..i7ibmr-.-
I ~ .i'"~~;~:;:4':::===,~-""j~8~~::~::_:"'.~., 'I~" _ ~_ ~
I. Roal "101. 15ch.dule t.) ( I).... . mu. .. ._... .
}, 5'0<1, and Rand. (S,hedule 8) ( 2) . ... '__ --=_..__,.....___.
3, Clo.ely fiurd S,ock/P.Jrlnmhl" Inlere,llSchedule q I 3) ._______...::-=... ... ..........
4, MortllCl9'" Clnd No'.. Recei,ablo (Schedul. D) ( 4) '_'_" ._~... ......._....
~, Ca,h, Bank Depo.ill & Mlsc.llan,oul Penonal Propertyl 5) --.~.i2:.Lj,LlL_
(SeI,odule [)
6. Jolnlly Owned Properly (Sch.dule FI I 6) ._.__......~____.__
7, Tw"lnll ISchedul. G) (Sch.dule l) I 71 _.____._~_.._.__
0, To'ot Gross Assell 110101 IIn., 1.7)
?, Funeral ~xpen"', Admlnlllroli,e COlli, Mitcollan,oul I 9) ---2:.1~L____
Expen... ISch.dule HI
10, Debl., Mortgag. lIobllltle., lie" (Sch.dule I)
11. T 0101 D.duclion. 1'0101 line. 9 & 10)
12. N,I Valuo of EIIOI' Iline a minus line III
13. Chorilable and Governmenl"1 D.que'"ISch.dul. J)
__ 1~._~I._~~~5..".~!..,!~~T~~.~.!..!2 mlnu.llne 13)
15. Amount of line 14 toxabl. at 6% ral.
(Indud. ,nlutl from Sch.dul. K 0' Sch.dul. M.)
16, Amounl a' line 14 ,a..bl. at 15% ral.
Ilndudu ,alu.. from Schedule K or Schedul. M.)
117. Principal lax duelAdd ladram lin. 15 and from line 16,1
I
18. C"dill Prior Poyme"" Discount Inle'OII
........-....-.....-.. +-...---.... .. .-.-.-..----.--
19. If line 18 II greater Ihan line 17, enler Ih. dlffer.nce on line 19, Thll i.lh. OVERPAYMENT.
I IiIl.'
20, II line 17 i. grooler IhCln line la, onler 110. difference on line 20. Thi. i.lh. TAX DUE.
A, Enler Ihe Inle,e.1 on Ihe balance due on line 20A.
B. Enler 110. 10101 01 lin. 20 and 20A on line 20B, Thl. II the BALANCE DUE.
i_._._.. ~~ko Ch.ck.~~yablo to, Rogl.tor.' Will., Ag.n'
___._...._._~_~ ~~I SURI TO ANSWIR ALL QUISTlONS ON RlVI'" ..~J AND TO._ MA1H....1:.. .'.. Y'iItr"'J"~
Under penalties of porlury, I doclare tholl heve eKomlned Ihll return, Including accompanying schedule. and Ilalementl, and 10 the bill of my knowledge and belief,
111:llrue, corrdcl and complole. I declare !hal all reol ellale hot been reported allrue market value. Declarallon of pr.parer olher than the personal repre..nlall...e II
based on all information of which preparer hal any knowledge.
SIGNA:: rur~~~~Ri:i~N-':~:~Nu~~;1~~~~i;1/~~
~-.- ....--.-../~!JA~<- .fib 1\ () r1J~t.rr...IJ~!JJL' a _--1/:..1:::.1 '1
UV"\OOI!t /l1,13j'
.
021-
11
HUM.B..~.~
. .
'_~~._:....i..' :'\~ 1
z
o
~
E
~
..
I al
~'P.4.'i~___
-
(10) ..__.__.__u.___.
(111-.....ul.i'....!iL___
1121_-J)i~It;.lr ~s...LAi~_.
(131
(14)
1151
.__M .06..
(16)
M .15 II
z
o
~
!;
...
~
8
~
..
(17)
Chuck h~t(' If you ore '~(lut'\Iiny (I ,,"ullcl of you' OVtHp{lvrnonl
(181._.____.
1191 _________
120) _____..__._..,
(lOA)
120BI _____.________.
,oW" ,. b''"'' ...., ,nd ,1.". "".. ., ". b,,'M" .., "" ,oW" "
,. ." .'b" .',. ,b" 1. ,." ",.".. ,.", b'" ,..., ,. ,.,...,.
."b ,,,., ,. ,., "".", ....,., ., ..."'" ",b." ,'.bl"" ,., ..,
,." ."",1.. 'b"'" ..' " ."..", · ""."".. i' ,.", .. .",
b""'" .. ,."", ,. .o,b ,."".",. .., .".,' .,.,k ,. 'b, ,.".,."..
,. "., .b"'" ,., b." ",b .,.,k ,., ,b. ,.., ., 'b" " ""'. .od '0
,." "id "nok " .. "n ". ".. .. " ., ,,,,,,., """",,"" ..,
.." b.." .. ,..." ." ".,k', ......, b"" ,., ,.,..,..... ...., b,
" .,,,,,,, b"'" """,,", " .,,,. " k"" " ""I ,,,,,.,,..., "
..."., .., .,.".. ,. ""b.... ,. .,,1, f.' .,.,k.. b'od. ., ..b"
,,,...,,.... .. ""b... ., ..b'''''' """. ,." .."., ,nd ,. ...'".
lb. ,," ,,,.,, """,0< " ,,,..,.b"'" ,,,,id.,, " "..in ,.,."....,,
.., ,." .f 0' ....,., ,..1 ., ,.,...,, """b ,. ., no, b"'" ,.".""".
., ,. nok. ..1. 'b.,.." .. ,., ,.,,,'" ,b."" .., ..,..... .f .b.
".,.,., .,. ., .,b" ",.,,,., ., ,.".. " ., ..,.,., Th' ,..."
b"'" ...,."., .b." b. ,. " ....' ,.,.,.., ,."....,.,',. ,., ." .",.... ·
,b."" .., .b'" b. ,. ."",.. ,., no. ,. "",.".. .f .,b" ,,,.,,
confetted on said fiducintics.
" ,",,'SS ,",.EO'. 1 ,.SSl' ..,0 J"""S, b"" ,. ,b" .. Ln" "'" ..,
".,....,. .".."",. no , .b.'" ,f ,.,." '0,""" ,...."",.", """
my name at.thC bottom of all pages hcteto fot the putpose of ident~icatiPn
,,' .. ""i1" b""'. on ,.~~ 3 b'" "" ., bon' no' "", ,h" Xi 1<-
day of {,\ (, LV~. ('D 19.1&-'
,
EAL)
0,1
..
/',
I,
( . 1\ ') \.
)'
REV"1!l4"' EX AFP (12.94_1 J
COHHONW[Al Ttl or flENHSVl VAN I , ACN
DE.AmENT Of Rru/,Nur NDTICE DF INHERITANCE UK
BUREAU Of INDIYIDUAL lAm APPRAISE HE NT , ALLOWANCE OR DISALLOWANCE
r.~~:i.:~~:~I.A 11lZa-D601 DF DEDUCTIONS AND ASSESSHENT OF TAK DAT! 03 -13 - 9~
mJ\'(roF'--:lEilr(tNS-==='~ms1~ ~"'}.,-=~~ ~~-~ .~~..~L""-~=--'i:lLfNO. =o~-"2i =9'r.:r05'r"===~
DATE OF DEATH 02-13-94 COUNTY CUMBERLAND
NOTE. TD INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBHIT THE UPP~R PORTION DF THIS FORH WITH VOUR TAK
PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS r AOENT"
REMIT PAYMENT Tal
/./). . 'I 1"
1
l/ Of'
101
ROBERT E MVERS
100 VDRK ROAD
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Eg~-~~:}~."~="=j
r '1 ')
. .
---~. ,
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~::j ,
R 'EV: iSiii . EX. -A Fiji. f i'F 94"1" NOT i c r -ci F - "iNti Eiii f AN"C E - "fAx - iiP' PRiii S EMENr; -A [rciWANC ~ cili""""" -. -., - - -." - -"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTAT! OF JENKINS BESSIE A FILE NO. 21 94-1052 ACN 101 ~,': DATIl 03-13-95
, I
TAK RETURN WAS, I X I ACCEPTED AS FILED I CHANo~a S ..~ vi ".
j I
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED aNI ORIGINAL
1. Rill E.hh ISohldul. AI III
2. Stock. .nd Bond. ISohldul. BI 121
5. Clo,"ly HIld Stook/P.rtn.r.hlp Int.r..t ISch.dul. CI (5)
4. HortU.UI./Not.. Rlo.ly.bl. ISch.dull DI 141
5. C..h/B.nk O.po.lt./HI.o. P.r.onll Proplrty ISch.dul. EI 151
6. Jointly Dwn.d Prop.rly ISch.dull FI 161
7. Tr.n.flr. ISoh.dul. 0) (7)
B. Tot.l A...t.
.00
.OQ.
.00
.00
2,324,95
,00
.00
(B)
2,324.95
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.rel EXPlnlel/Ad", COltl/Hile. Ev.pln... (Sohedule HJ (9)
10. D.bh/Hortu,u, Lhbllltl../Llln. ISohldull I) 1101
II. Tot.1 D.ductlon.
12. Nit V.lu. of TI' R.turn
15. Ch.rlt.blI/Ooy.rn..nt.1 B.qu..t. ISoh.dul. J)
14. Nit Vllul of E.hh Subjlct to To.
2,368.91
.00
III )
(12)
(13)
114)
?36R 9L
43.96-
.00
43.96-
If an alle.lment wal illuld prev1ouIly, line. 14, 15 and/or 16, 17 and 18 will
reflect figure I that includl the total of ~1h returnl allelled to dati.
ASSE9SMENT OF TAXI
15. A.ount of Lln. 14 It Spou..l
16. A~ount of Llnl 14 tl.obll It
17. A.ount of Llnl 14 t..lbll .t
18. Prlnolpll TI. DUI
NOTEI
rate
Lln..I/Cl... A rltl
Collot.rll/Cll.. B rltl
1151
U61
U7l
.OOK'OO.
.00K.06.
. 00.. K . 15.
Ila)_
.00
.00
,00
,00
TAX CREDITSI
PAYHENT
DATE
RECEIPT
NVHIER
-
DISCOUNT (+1
INTEREST (- I
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF ?AID AFTER DATE INDICATED, SEe REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DVE IS REFLECTED AS A "CREDIT" ICRI, VOU HAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
MSERVA TlON I
PURPOSE Of
HOTlCE,
PAVHEHT I
REFUflD (CRl,
OIJt!CIIDNS,
lDllIN
IIIRlIIVE
CDIlRECIIONS,
DISCOUHT'
INTEREST'
"
.'
.,
.'
'I'
.'
I' ~
Elt't,. of d,c'd.nt' dvlna on or blfor. Ololab'r 12, 1982 ~. If IMV future Inter..t In the ..tatt II trln,flfr,d
In POI.llllon or ."JOVI."t to el,.. I (0011.',r,l) bln,flolarl.. 0' the dlCldlnt aftor thl IMplretlon 0' anv ..tet. for
11'. Dr 'or, Vlor., th, COIl.onw.,Uh hereby IMpr...1Y r...rvII thl right to apprllh, end ...... tr,","1r Jnherltlnc. Tawn
It thl Ilwfu! Clo11 I (ool1,',r,ll, rot, on t"V lueh future Int.r..t,
To fulfill the requlr...nt. of Slot Ion 21~O of the Inh.rltlnct and Elt,t. Tlx Act, Act 2Z of 1991. 72 P,SI
51O\lon 2140.
O,tleh thl top portion of thl, ,Notlcl and lub,lt wJth your ply..nt to the Rlgl,t,r of Will. prlnted'on, thl rev.r'l .161.
--Naka chank or lona, ordor ."abla to, REGISTER GFHILLS, AGENT
411 ply..nt. rtCIIVld ,hall flr.t ba eppU,d to Iny Intar..t which .ay b, due with any uIIJndl.' applied to thl talC,
A r.fund of . talC credit, which WI!II not r,qulltld on thl Trlle R.turn, uy bt r,,,uII'ld by co.phUng an "AppllcIUon
for R'fUnd of Plnn,vlvant, Inherltlnc. and E,t". TalC" (REY-1SIS), Appllcatlonl ar. Ivallabl, at thl OffiCI
of thl Rlal,t,r 0' Willi, any of thl 23 Ravenut Dlltrlot Offlcla, or by oal11ng thl aplelet 2~.hour
anlwtrlng ..rvlol nuebar. for for.. orderingl In Plnn,vlvant, 1-800-362-2050, out,lda Ptnnlylvlnla and
within 10011 Harrllburg ar.. (711) 787-8094, TDOI (717) 772-2Z52 (H.arlng Xlpalrad Only).
Anv party In Intar..t not 1.'I,fl,d with thl .ppral....nt, al10wlncI or dl,.llowlnol of deductlun., or a.......nt
of tell llnoludlng discount or Int.r..t} II .hown on this Hotlo. .u.t obj.ot 'within IIMh (60) day. of r.nlpt of
thh Hotlc. bYI
~~wrltt.n protllt to the PA D.part..nt of R.v.nu., Board of App.als, O.pt. ZII0Z1, Harrhburg, PA l1lZl~1021, OR
~..I.otlon to hav. th. .att.r d.t.r.lntd ftt audit of th. account of th. p.r.onal r.pr...ntltlv., OR
~.app..l to the Orphan.' Court.
Faotull .rror. dl.cov.r.d on tht. a.......nt .hould b. Iddr'I..d In writing tal PA Dlpsrt,.nt of Rlvlnu.,
BurllU of Indlvldull TaMI', ATTHI Po.t A.......nt R.vl.w Unit, O.pt. ZI0601, Hlrrl.burg, PA 17IZI~0'01
Phone (7171 787~6505. S.. page 3 of the book lit "tnltruotlon. for tnher Uenc. hll Rlturn for I R.lid.nt
Dlc.dlnt" CREY~lS01) for en 'Ilplanatlon of adllnl.tratlvelY correctable error..
If anv tall due J. paid wtthln thr.. (3) oal.ndar lonth. eftlr th. d.cedlnt'. d.ath, . flv. p.rc.nt (5~) dl.count of
thl tlM paJd I. allow.d.
tnt.r..t I. chergld b.glnnlng with flr.t day of dellnqu.ncy, or nln. (9) tonth. and onl II) day fro. thl date of
d.lth, to thl d.t. of pav..nt. TaM" which bac.a. dellnquant be for. J,nu.ry I, 191Z ba.r Int.r..t .t the rat. of
11M (6~) plro.nt p.r Innut caloulat'd at a dallV rat. of .000164. All tax.. which blel.. dlllnP.Utnt on and aft.r
Jlnu.rv 1, 191Z will b..r Interllt at a rete which will vary frol o.l.ndlr Yllr to eallnd.r Yllr with th.t rat.
announcld by the PA D.p.rt..nt of R.v.nu.. Th. appllcabl. lnt.r..t r.t.. for 1912 through 1~9S ar'l
Y.!!! tnt.rut Rat. Dalh tnter..t Faotor ~ Interut Rat. Dilly tnt.rut Faotor
1911 lOX .000S4l 1987 9X .000247
I9n I6X .000438 1988-1'91 lIX .000101
198\ lIX .ooom 1991 'X .0002\7
1981 IIX .000lS! 1991-1994 IX .000191
1984 lOX . D00274 I99S 'X .0002\7
~.Int'r..t II cllculltad I' follow'l
INTEREn .. IALANCE OF TAX UNPAIO X NU"BER OF OAYS OELINqUENT X nAILY INTEREST FACTOR
~.Any Hotlc. I..ued eft.r thl ~IM b,col" d.llnqulnt will r.fllot In Int.r..t cllculltlon to flft..n IIi) day,
h'YOnd the date of the ........nt. If ply..nt I. .Id. Ift.r the Int.r..t cOlputetlon d.t. .hoNn o~ thl
Hotle., Iddltlonal Int.r..t .u.t bt clloulltld.