HomeMy WebLinkAbout95-00403
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,REV-1100EJ( .(7.1-41
I 5-' 3 s" '7
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTYCOOE
21-95- lft).3
Yt' An NUUIH:n
FOR DATES Of DEATH AfTER 12131111 CHECK HERE
If A SPOUSAL
FilE NUMBER
COlAMF"'X1.~~'J:\\OFFPrfM'J~~AHIA
HAnRlsRB~~.~.ffi'2i.oc.ol
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DECEDENT'S NAME lLA5T. fIH~T,AND MIDDLE INITIAL)
Evolhoch Jamon
SOCIAL SECURITY NUMBER DATE Of DEATH DATE OF DIRTH
160-16-2705 02/24/1995 04/27/1917
DECLDEN"S COMPLET[ AllOnES$
7 Flrohouno Road
Walnut Bottom, PA
17266
A,
Cumborland
Counl
Remainder Rllurn
(10' dal.. 01 d.ath pliO' '012-13-82)
Federal Estall Tall Allum Rlqultld
T 01.1 Number 0' 5.'1 Oeposit BOlles
SOCIAL SECURITY NUMDER
AMOUNT RECEIVEDtSEE INSTRUCTIONS)
100 %
(IF APPLlCABLEI SURVIVING SPOUSE'S NAt.lE ILAST .FIRST AND MIDDLE INITIAL)
Evolhoch 80tt J,
X 1. Original Rolurn
4, llmtad Esta"
CAr
no
C R C
KOK
P 5
2. 5upplemental Rllurn
41. Fulure Int'fl51 Compromise
(fo, dales of death aher 12-12-82)
~ 6. Oecodlnl Olld Teslall 07, O,cldent Maintained I Living Trusl
(Anach co 01 Will) (Anach a co 01 Trusl)
C pAll CORRE5PONDENCE AND CONFIDENTIAL TAX INFORMATION 5HOUlD BE DIRECTED TO,
o 0 NAME COMPLETE tr.AAlLlNQADDRESS
I! U Ro or 8, Irwin IRWIN, McKNIGIIT & HUGHES
~ ~ TELEPHONE NUlABER 60 Wost Pomfrot Stroot
'i 717-249-2353 Carllnlo PA 17013
1, Reel Eslale (Schedule A) 1 ono
2. S,ocks end Bonds (5chedule B) (2) Nono
3, Clos.1y Hold SlocklPenne,.hlp Inte'es, (5chedule C) (3) None
4. Mongagos end Noles Recolvable (Schedule D) (4) NonD
5. Cesh. Bank Deposits & Miscellaneous Pe,.onal Propeny (Sch, E) (5) 18,884,98
5. Jointly Owned Propeny (Schedule F) (5) NanD
7. Transfe,. (Schedulo G) (Schedule l) I7l Nono
8. Total Gross Ass.,s (total lines 1-7)
9. Funeral Expenses, Adminlslrallv8 Costs, MisceUaneClus
Expenses (Schedule H)
10. Debts. Mongage llabihOes. Liens (Schedule I)
", Total Deductions lIotal lines 9 & 10)
12. Net Value 01 Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Ne' Value Sub oct to Tax (Line 12 minus llno 13)
15. Spousal T,ansfe,. (for date. of dealh ahe, 6-30-94)
Se. Instructions lor Applicable Percentage on page 2.
(Include values Irom Schedule K or Schedule M.)
16. Amounl 01 Line 14 laxable at 6'1. rate
(Include values from Schedule K or Schedule M,)
17. Amount of Line 14 taxable at 150/. rate
(Include valuos Irom Schedule K 0' Schedule 1.1,)
18. Principal tax due (Add la. from Line 15, 16 and 17,)
19. C,oditslSp Poveny Prlo, Payments Dlscounl Inle,os'
0,00 + 0 . 00 + II, , 10 0 ,00
20. U llno 191s greale, 'han LInG 18. ente, the diUe,once on L1no 20, This Is the OVERPAYMENT.
~ 0 ICheck her. If you ar. requesting I refund 01 your overpayment.1
21. II Line 1815 gtealer lhan Line 19. enler the differencl on LIn. 21. This Is Iho TAX DUE.
A. Enter the Interost on the balance due on Line 21A.
B. Ente, 'hetOlal 01 line 21 and 21A on line 21B. This Is the BALANCE DUE,
Make Check Pa able 10' Re Isler 01 Wills. A enl
. . BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
., J>>M t ..0 p.r uty, c1ec~I.lh.11 twve .....mined lhls '_'utn. nc udlngaccamplinylO!l KhlKiul...nd a'.'eIMols.and 10 (he boal 0 my nowlec:ige aootMl,et. I" !lUll.
conKI &nd CDmpMle. decloltelhllall ,.&1 illite hn bHn r.porl~ allrue ft'IIfhl valu.. Decllr.Uonol p'efWI.r ather than Ihe periOrwl rep'e..nt.tivell bu~ an .lIlnfofrrwUon 01
which prep&l'tI halllrf knowledO..
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(8)
18,884.98
(9)
9,439.79
(10)
42.35
(11)
(12)
(13)
(14)
9,482,14
9,402,84
NanD
9 402.84
(15)
9,402.8~ X~:
282.09
(16)
0.00 X .06:
~
(17)
0,00 X ,15:
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(18)
282,09
(19)
(20)
(21)
(21A)
(21B)
267.98
0.00
267.98
SIGNATURE OF PERSON RESPONSIBLE fOR FILING RETURN
DATE
7 FlrehousD Road
iliii';~t -Bot"tom- - -PA"'i 72-66" -. -. _..- -. --- - -. - - - -.
(AI/H
DATE
REPARER OTHER THAN REPRESENTATIVE
~. ~ AlA
IRWIN, McKNIGIIT & HUCHES
6i:i-Wos't - Po.;tr;;t- St-root'; -Cilri i ;;i.;; - 'PA - Hel13'
::In/Ii
FOfm 1500 IR..... '-1-41
..._...--_.....,...--~-- ..
...~_._..
--.~
..~.M. __
0.00
0.00
14,10
0.00
,~~ "'1.:-
, I
Act 1148 of 1994 provides for Ihe reduction of the \all rales Imposed on Ihe nel value of Iranslers 10 or for
the uae of the apouse, The rales as prescribed by the slalule will be:
.3% (,03) will be applicable for estales of decedenls dying on or aller 7/1/94 and before 1/1/96
.2% (,02) will be applicable for lltalea of decedenls dying on or aller 1/1/96 and before 1/1/97
.1% (,01) will be applicable for estales of decedents dying on or aller 1/1/97 and before 1/1/98
.Spousal transfers occurring on or aller 1/1/98 will be exemplfrom Inherl1ance \all,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
" Old decedlnt make a blnsflr Ind'
.. retalnlho bSI or Income oflho proplflYbansllrrld.. ' , ".. ",. " . .,. , . , . , .,. ., . . , " .", X
b, retain Iho right to deslgnall who shall usa Iho prop"flY bansllrred or Its Income, . . , . . , . , , , . , . , . . , , , , . X
Co r.talnlr'vlrskJnarylnt.r.st:or.... .... . . ., ......... . .,. . . .. . . . ... .. . . . ...... X
d. racelvelho prorrisefor lile 01 either paymonts, banllits or CI..?, "" .", , , , . . . " ., " ., ,...,., X
Z. II death occurred on or betar. Oecember 12. 1982. did dlc.dent within two year. preceding death
blnsflr proplflY withoul receiving edequlle conslder.lIon? II death occurred abr December 12,
1982. did dec.d.nt tllnsl.r propertY within ani yeat of d.ath without r.c.lying ad.quat.
conslderlllon? ' , , , , , . , , , , , ' , . , . . . , , . . , . . , . . . . . . , , , . . . . . . . , . , , , . , , . , , . , X
3. Old decedent own an 'In bus"or'blnk accounUI his or her death? . . . . . , , , . , . . . , , , , , , . . , . , ' . , , , 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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FOIm 1500 (ROY, 7'''1
Cop';'rtohl (e) 1194 form IOtlWIl" anty CPS)'",ms, lnc.
,
REV -.1101 EX + 11-171
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pie... Ptlnl or T .
FILE NUMBER
21-95.
cO"lf.m~gMhYAHIA
ESTATE OF
James A. Evelhoch SSe 160-16-2705
02/24/1995
(All '00
ITEM
NUMBER
1
olnll ownod with RI hi 01 Su,vlvorahl mUll be dllclolod on Schodulo F)
DESCRIPTION
VALUE AT DATE
OF DEATH
14,034.98
Distribution share from tha
Estate of Lester D, Yerlstt
2
1988 Chevrolet C1500 2X4
truck, vin 2GGDC14H3J1114109
(eppreisal attechod)
4,850.00
TOTAL (Also onlo, on One 5, Roc. kulallon)
(Ana.h .dd~lonaI8112' x 11- sheets N mDrup... b needed.)
Copyrighl (e) '84 form ~flw.,. ont; CPSyst.,.,lne.
S 18 884,98
'D<m 1500 Sehod... E (Ar;.2-I7)
REV - 11" EX . 1'7-11)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl...1 P,lnt or T .
FILE NUMBER
21-95-
cO"l1.mllm~w.whYANIA
ESTATE OF
James A,
ITEM
NUMBER
A,
02 24 1995
Evelhoch
SS
160-16-2705
DESCRIPTION
AMOUNT
1
Fun.ral Exp.n...:
Cumberlsnd Valley
Gardens
Memorial
550,00
2
4,145.00
Foge1senger-Brickor Funeral
Home, Inc.
3
Saylor's Market, funeral
catering
186,93
D.
Admlnlll,allva Calla:
P,rsonal Rlpr.slntativ, Commissions
Social SICUrity Number of Personal Rlproslnlative:
Yllr Canvnlssians paid WAIVED
0.00
1,
z.
AIIornlY FIOS IRWIN HCKNIGUT & HUGHES
1,000,00
3.
3,500.00
Family Exemption
Claimant Betty J. Evelhoch
Address of Claimant at decedenl" d.alh
Strlll Addross 7 Firehouse
C~ Walnut Bottom
Statl ~ Zip Codl 17266
Rllatlonshlp
spouse
Road
4,
Probate Fees
0.00
C, MI.e.nan,ouI ExPln...:
1 Registor of Wills, filing 25.00
fee
2 Notary Public fees 6.00
3 United of PA, long distance 26.86
telephone charges regarding
the funeral
TOTAL (Also Inter on line 9. RICI "ulalion)
(il mara "P"CI Is nHdod,ln.." addRlonallhHl1 alllml """.)
CopyrIght (c) '"4 form aoltwat. only CPSYI"".,Inc.
S 9 439.79
Form 1500Schodulo HtRov. 7"')
.
,
REV. ,.,2 EX. (1.1>1
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Plu.. Print of .
FILE NUMBER
21-95-
COlll1.mlim4\m'~JbYAH'A
E5TATE OF
James A. Evelhoch SSO 160-16-2705 02/24/1995
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
23.71
J, Edward Dagen, MO, FACS,
acct. 04910, balancs due
2
Graham Medical Clinic,
balance due
18.64
TOTAL (Also onter on Une 10. Roco ltulatlon)
(II more spoc. Is neodod, Inson oddltlonol shools 01 limo slzo,)
Copyrtghl(c) tll4 toon.,'twve OIttyCPSysterna,lnc.
42.35
.
Form 11lOO Sc'*'ulo It..... 1.1>)
REV. 1S1J EX + (2.1,.
SCHEDULE J
BENEFICIARIES
CO"I'U?Al~~~~1bYANIA
ESTATE OF
James A. Evolhoch
ITEM
NUMBER
ITEM
NUMBER
FILE NUMBER
21-95-
SS 160-16.2705 02 24 1995
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT DR
SHARE OF ESTATE
1
A. T..lble Boqullts:
Betty J. Eve1hoch
7 Firehouse Roed
Walnut Bottom. PA 17266
spouse
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charltablo Ind Govornmantal Blqulsts:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also Inlll on Una 13. Riel hulallonl
(II mo"spaells ntodld,lnson Iddhionallholts o'lIma lizl,)
Copyrlgh'(c) '"4 fOfmtoltwat.DnI'/CPSyate,.,Irw:.
s
Form 1500 Sc:hechM J (RI'V.Z-I1)
0,00
IDOl:
jEa~t 31lill all~ ([~~htlltl'l1t
I, J^"IHS A, IlVI!I.1I0CII, oC SOllth Newton 1'owllshlp, Cllmborlnnd
County, I'onn.ylvnlllll, declll!'e thl. to bo my III.t will IIl1d rovoke 1111
wlllK which I havo prevIously mlldo,
give, devise and boquoutl. my ontire estoto. roul
and l'c 1"501l01 to InY wi ru. Uet ty .Juno I!vo 1 hoch. L r silo shu J 1 NUTV 1 vo 1110
otlle rw 1 su ,
Hive, devise nnd bcqucutll tllo Sllmo to my Issue por stirp 5,
absolutely alld III Cee simple,
II AllY share oC my eHate which shnll become distrlbut ble
to a belloClclary not oC Cull logal age, .hllll bo held In a sllvlllgs ac aunt
in tho nama oC tho mInor In 0 Codorally IlIsllrod Instltution IIntil tho
mIllOI' attain. tho IIgo oC 18 yoors.
III I oppoillt 115 oxecutrix oC this my lost will and
tostamont, my wlCo, netty Jano !ivelhoch; IC Cor any rellsoll she sholl
fall to qllollCy or coaso to oct os such durlllg tho IIdmlnlstrotioll of
my 05toto, I appoint os u substituted execlltar my son, Oavid L. [velh eh;
if for any rellson he sholl foil to qualify or cellse to oct os sllch dll Ing
tho ndmlnlstrotlon of my ostoto,
appoint us alternate executor, Tho
FIrst Nationol Dank oC NewvIlle, Pennsylvllnlo,
IN WI'I'NIlSS WIIIlItIlOF, I hovo hereullto set my hlllld nnd seal
this i:!.2- dllY eC November, 1975.
'I'Ml'!'"
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{{
(SIlAI.)
Jomes A. Hvolhoch
Signed, .euled, r.ubllshed and declored
by JUniUS A. Eval toch, testator above named,
o. olld Cor hIs IlIst will olld tostament,
written on one shoot of paper, in our
presence, whOl in his prosence, at Ills
request, and n the presence of OilCh
other have hereunto subscribed our
numes os attesting witnosses:
f)-Clll~r~ l~~ rG~ ,JiQQ, M lL
)J'/~
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~1.p/lonI: (717) 532-2121
Sales
H & H Chevrolet
Oldsmobile, Pontiac and Cadillac, Inc,
Post Olllce Box 98
Shlppensburg, PA 1725NI098
Service
0.1. March 1 IDV"
To The Estate Ofl
M James A. Evelhoch
7 Firehouse Road. Walnut Bottom. PA 11266
1988 Chevrolet C1500 2x4 Truck
V.I.N. #2GCDC14H3Jll14109
Title #40101818402
-Cheyenne Trim
-4 spped automatic wi overdrive
~ -136,540 miles
-5.0 v8
The above described Chevrolet pickup
truck has an estimated average retail
of $4,850.00
~-d CtJa-
~~~d C. Walker
Used Car Sales Manager
\
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
"I
,..,__BE'l"l'X. J.,_,EVEWOCII
.-- - ..,._--~. ..-- -- --_.-_.._...._._...~-- -.- --_. - ......- -
being duly _.fNP_rn __ _. . 'lccording 10 Illw, deposol .1nd IllY' that sho is_.the. ---...-. ---~-_. ....- .,-.'
___Rl!!l!:I!.~QJ::"u _,mp . .' ... .. .... u' . .. , 0' tho E.tato 0' ...Jollllla...A....Eulhllch
I. to 0' .' .south Newton, Tvp. ., Cumborland Counly, P.., docoasod .nd thot tho
within II an Invonlory mad. by, Betty. J. J!vlllho~h ,._, tho ..Id ~1l".Yto.!:._._
0' tho onllro o.lalo 0' ..Id docodonl, conol.llng 0' all tho po"onal pro"drty and roal o.lato, oxcopt real odato ouhldo
tho Commonwoalth 0' Ponn.ylvanla, and thai Iho flguro. oppo.lt. .ach 110m 0' tho Invontory repro.ent II'. 'air value
as 0' the dol. 0' docodont'. doath.
Sworn
and .ub.crlbod b.'oro mo,
../l,.zt.t (L:.~~
"'---7p" ex.cutor. Admlnhlt.lor
Hay
&.1':' _1995
~
j
Walnut" BllttQllla._J!A. 17266
Addr,..
7.l'J.DlhQUIIlLRQOd
Dale 0' Ooalh ..-.
_._;l4.
D.y
_,,_~ebrunry, ..
Month
... ..___......l2,!1.~_______._.__
Y..r
INSTRUCTIONS
I, An Inventory mu.1 be flied within threo month. altor appolntmonl of po"onal reprosontatlve,
2. A .upplemont Invonlory mud bo f1lod within Ihlrty days 0' dl.covory of additional aueh.
3. Additional .hee" may be altached .. to porsonalty or roalty
4, See Article IV, Flduclarie. Act of I 949,
IV) ~ ..;
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INVENTORY
Estate of:
Date of Death:
County:
Jamas ^. Evolhoch
February 24, 1995
Cumbarland
--........--..........-.....--.........................................
Miscellaneous Personel Property:
1
Dietribution shere from the EBtate of Lostor 0,
Yerlett
14,034,98
2
1988 Chevrolet C1500 2X4 truck, vin
2CCOC14H3J1114109 (eppraisal attached)
4,850,00
Subtotal
18,884.98
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"''\''~''i1; ~ . .., ." ,,-,.; -
.,..."..,.,18,884.98
~ ~-. ). -I, ,,'i
Total Inventory
.
,:';''',10,
p~ t~ :0
3 " :Om
'" (;to
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-1-
~ R!V~1547 !X AFP (12'94~
C.....ONWULTH OF PENNSYLVANIA
, QE:PAAlttENf Of' Rl:v[NUE:
IURfAU Of INDIVIDUAL TAMES
DE:PT. 210601
IlARAIIlURG, PA 17U"0601
15 -3.5--9'
/v
V
NOTICE Of INHERITAHCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
ACN ) 01
DAn 08-28-95
S FIL! NO.
DAn OF DEATH 02-24-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION Of THIS fORH WITH YOUR TAX
PAYHENT TO THE REGISTER Of WILLS, HAXE CHECK PAYABLE TO "REGISTER Of WILLS. AGENT"
REMIT PAYMENT TOI
ROGER 8 IRWIN
60 WEST POMFRET
CARLISLE
STR
PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A.aunt R... ttad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REv:is4j-iiC-"Fji-(i'F94riiiificniF-YtiiiiiiiTANCE-YAiniPPRiiiiiEiiENT-,--;m,-ciwANCE"Ormm-------u-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES FILE NO. 21 95-0403 ACN 101 DAn
TAX RETURN WAS. ( ) ACCEPTED AS fILED I x) CHANGED SEE ATTACHED
ESTATE or. EVELHOCH
08-28-95
NOTICE
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I Eat.t. (Schedul. A) (ll
2. stock. and Bond. (Schedul. 8) (2)
5. Cloa.ly Hald stock/Partner.hlp Int.r.at (Sch.dul. CJ IS)
It. Hortg'DI./Not.. Receivable (Schedul. OJ (4)
5. Caah/Bank Depolita/Hi.c. Paraonll Property (Schedule EJ 15)
6. JointlY Owned Property (Schedul. FJ (6)
7. Tranafarl (Schedule OJ (7)
8. Total A...t.
.00
.00
.00
.00
18.884.98
.00
.00
(B)
18.884,98
APPROVED DEDUCTIONS AND EXEMPTIONS I
t 9.439,79
9. Funaral Exp.n.../Ad.. Co. ./Hl.o, Expen.e. (Schedul. H) (9)
10, Dobh/Hodgogo Llobll1U.o/Llono ISchodu1. II 110l 42.35
11. Tot.l Deduction. ell) q . taR::>> 14
12. Not V.1u. of TOM R.tu,n 1121 9,402,84
.15. Charit.bl./Gavern.antal Oeque.t. (Schedul. J) (15) ,DO
14, H.t V.1u. of Eoht. Subjoot to TOM 114) 9.402.84
NOTE I If an assessmsnt was issued previDusly, lines 14, 15 and/or 16, 17 end 18 will
reflect figures that include the total of ~ returns assessed tD date.
ASSESSMENT OF TAXI
15. A.aunt at Lln. 14 at $pou.al rat. (15)
16. A.aunt at Lln. 14 taxab1. at Lln.al/Cl... A rat. (161
17. A.aunt at Lln. 14 taxable .t Coll.t.ral/Cla.. Drat. (17)
18. Principal T.x Du.
TAX CREDITS I
PAYHENT
DATE
05-23-95
9.402,84 X .00.
,DO X .06.
.00 X .15.
(18)
,DO
.00
,DO
.00
RECEIPT
HUHBER
AA047791
DISCOUNT 1+)
INTEREST I-I
,DO
AHOUNT PAID
267.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
267,98
267,98CR
.00
267.98CR
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
If TOTAL DUE IS LESS THAN n, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICR). YOU HAY BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIOHS,)
RESERVATION I E...t.. of dec.s.nh dylna on or befara O'C....r 12, 1912 ... If IWlY 'utur. Inhr..t In tIM ..tat. 1a tren.f.rred
In po.....lon or "'Jo~."t to Cia.. I (collat.ral) beneflclarla. of ~ dlCed."t aftar the ..plratlon of eny a.tat. 'or
llf. or far y..r., the C~.lth her.by '~r...ly r...rv.. the right to appral.. ~ ...... tren.f.r Inherltanc. T....
at the ....ful C.... I (coll.taral) nt. on My .uch future Inhr..t.
PURPOSE llF
NOTlCEI To fulfill the nqulr......t. a' Sactlon 2140 of the Inherltanc. end E.t.t. T.. Act, Act ZZ of 1991. 7Z P.S.
Section 2140.
PAYHEHTI D.t.ch the top portlan of thl. Hot Ie. end .ubelt with your p.y-.nt to tha R..I.t.r of Will. printed on the r.v.r.. .Id..
"-Hak. check or Nnay ordar payabl. tal REGISTER OF MILLS, AGENT
All pa~t. rec.lved thall flr.t be applied to any Int.r..t which ..y be due with any r...lndar applied to the taM.
REfUHD (CRh A r.f\.nd of . taM credit, which w.. not r.qua.ted an the Ta. R.turn, "y b. requa.ted by co.....tlng en "Appllc.tlon
'or R.fund of Penn.ylvanla Inherltanc. and E.tat. T'M" (REV-1313). Application. '1'" .v.llabl. at the Offlc.
of the Ragl,t.r of Will., any of the 23 Rlvenue Ol.trlct Offlc.., or by calling the .pecl.1 24-hour
."....rlng ..rvlca nuabar. for for., ord.rlngl In Penn.ylvenla 1.800-362-2050, out.ld. Penn.ylvanl. and
within local Harrisburg ar.. (717) 787-8094, TDO' (717) 772-2252 (H.arlng 1....lred Only).
OBJECTIONS I Any party In Int.r..t not ..tl.fled with the appral...-nt, allowanc. or dl"llowanc. of deduction., or .....IIInt
of tax: (InclUding dhcount or Inhr..U .. shown an thh HoUc. "",.t Object within .lxty (60) d.u of recalpt of
thlt HaUca bYI
ADHIH
ISTRiTlYE
CORRECTlOHSI
-.wrltten prah.t to the Pi o.p.rta..,t of RIV.,.,., Bo.rd of APPIII., D.pt. 281021, H.,.,.hburg, PA 17128.1021, OR
--.Iaction to have the a.ttlr d.t.ralnad .t audit of thl account of the p.rson.l rapr..."tatlv., OR
--",peal to the Orph.".' Court.
DISCOUfTI
Feetual '1"1"01'" dhcov.ract on thlt ......-.nt thould b. eddr...td In writing tal PA D.partaant 0' Ravenue,
lura.u of Individual T...., ATTHI Po.t A.....-.nt Ravlaw unit, O~t. 280601, H.rrl.burg, Pi 17121.0601
Phone (717) 717-6505. $a. pa.. 3 of the bookl.t "Inltruction. for Inh.rltanc. raM R.turn fa,. . R..ldant
Dacadant.. (REV-1501) for an IMplan.tlon of ~Jnl.tr.tiv.lY correctabl. '1"1"01"..
If any t.~ ~ I. P.ld within thr.. (3) c.landa,. aonth. .,t.r the d'c~tnt.. de.th, a flv. p.rcant (5~) dl.count of
the tllJC p.ld It .Uowed.
INTEREST I
Int.r..t I. ch.r.~ baglnnlng with fir.t d.y of delinquency, 0,. nln. I') lonth. and on. (1) day froe the det. of
death, to the data 0' p.y.ant, T.~.. which bee... d.IJnquant b.for. January I, 1'82 b'l,. Inter..t .t the rat. 01
liM (6~) percent p.r IW'nlI cllculattd .t . dalb rat. of .000164. AU t.... which bee... dlUnquent on and .ft.,.
January 1, 1'12 will b..,. Int.r..t It . rlt. Which will v.ry '1"01 c.lend.r y..r to cllendar y..r with that r.t.
announced by the PA Dap.rtaent of R.venu.. The appllcabla Intlr..t r.t.. fa,. 1982 through 1995 .1".1
'!!!r Intar..t R.t. O.lh Intar.at Fector !!!r Intar..t R.t. Oally Int.r..t Factor
19aZ .n ,000541 1987 .~ ,000247
1'83 16> .000431 1981.1991 1I~ .000301
.... 1I~ .000301 .". .~ .000247
1985 UX .000S56 1993-1994 7X ,000192
.... lOX .OaOZ7" I'" .~ .000247
....Int.r..t II calcul.tad .. 'ollCh<l.r
INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-An~ Hotlc. ll.uad 1ft.,. thl t.M bICOII. delinquent will r.flect an Int.r..t c.lcul.tlon to II,tlan (IS) day.
beyond the d.t. of the ......alnt. If p.yaant I. aada .'tlr the Int.r..t coaputltlon dati .hown on thl
Notlc., additional Int.r..t au.t be cllculattd.
"
~ ,'h~~~.'_'~_"_ ~-'
.."..,70...1....1
.
INHERITANCE TAX
EXPLANATION
OF CHANGES '
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT Of REVENUE
,; 'BUREAU O'INDIVIDL!AL TAXIS
DEPT. 280601
HARRIS8URG, PA 17128.0601
DECEDENT'S NAME
,.
FILE NUM8ER
2195-0403
JameB A. Evolhoch
ACN
101
SCHEDULE
ITEM
NO,
EXPLANATION OF CHANGES
Act 21 of 1995 reduced tbe tax rate on trallefora to a surviving spOUBe
'fru,ilYjiercoDtdto Opercont for datllildof dcothon or after Jaiiuai-y 1.
,,19,95,..,Th8 eMtllt,e, record haa been BdjUlted in accordance wit~ ,the changes.
-...,...,--.........."...
"~.,.., ". .-.-.. -- .~.-.....- -" . .... -.. -~..--
--- ..-_.-._._---~.+.._.~_..._._... .....-...,,- "..-
....._.......~._ _..__.____.._.~.. '_'_'" ..v___......,' ---.~.<.- -. ._-.~
_... ____...~____.._~ _.....~_._....._..T~_'U.-_ ,,-.~--'~" _ -'.' -~----" .-. ....--.._".~-- .-'. ... -...,,-.......-, --'-'-."- --.- - .-----. _.~~._--_.~_._.~- ~._"'''- -.
._..~-~...~_._--_."'-.,- ...~._.--.~,.... '.-"'. -~.~-- .~~~.. .._..._...~.. ------.. .-~ .._.~ .~_._~..._~".....~~ .,. ...-"'-~"'_.."'---.__._--<-_. -< ~ ~ ..,.. .~._._.._-_.-.- - -.
.. _.___.,~ .__.._. .._.~ __'._'_~_ _0_...._....___ __.".__......._..._~__~" ...-....._~..~_.~~_.,..~_~_ ....-.~ -",.- . ,o-_.___..........~._-._.........~---_....~ ~.-._-~....~ ..-
..... _w_~
_~__~..._.__.... ~,__",'_~_' ~__._ ____..~". n._.... w _.._.."".~_,,__~__._.~. ..,- - ...-.-.---,....-.~-~-~-_...~---.-.,,~-------------.- ~......,--'---'~ -.. .. <
( ,-.-
.._______~,...~____~....___.. .__.~__~.__.__.._... __ ...__.,..___ ~,_......... _~__..~,~.W.___.L"_<. ..~_,~_._._~".~:~.__._._"_,..,.._..~._r___...__..._..,__ .._.~.. - ~ ---~--. ~
---_. .~--~ ~._..,,-------_. .~-_. --- ---_....~"._-
d_______..~_ ~._"._.__...___.__...~._w_.......~~~.;,.._'__ ~--,. <<~-.-'--~ -.-.
__~... ..__.~_.._.._'. ..~_. .__ _.~_~~T. .~,.._~..--
_, _..~. .._~____. _ _ .' .~._._ _ _~.._._......~_.+__. .._".~ ,"v. ._. __ _.._ ,,-- -_._-,-_.<'_.__._-~,.-_.._~ - ~.- +--.'
__.. __. _..<_.~_..... _.....__....._ ___ _...."___ _.____u .~_..",
_.,._~._ .,"_....._ .~T~' ...~..._." .. ---~.--.-~~..---.....~.-'--,..-.- ~.~...--_.-._- ....-,.~-_.~..+.- .
---.-----. _..-_....-_._~-
- -.---.,---.'.-'. ---_.- -- ~-,---~,.- .~-- ..._---_..-~_.,.'...~~.- .,,--.-.--..--.---. -..---;..-_..._..--+.._._-_.~._..._-~ -.-.--...
~ ~--_._-_.. ,....,~ ._-,--~--
..._.......~.- ...<. ~--_.
, , - ..-.- _.- ~ - .,- ." -- -~ ",....-..._~_.~~ ~ .
. __ _ .__-'" ..~'.. ~__,_._ ~ v .__...._..
..~_.ar"
. ~ .".......-...... .
TAX EXAMINER,
Deborah UasbingtoR
PAGE
l
/11"- 35 - 7
\
L/
REV-1607 EX AFP 112-94*
CO.ICIHWUL TH OF PfMUYllJAHIA
DlPARTflI:NT DP' R[ytHl..t:
IURfAU Dr' INDIVIIlUAL fA,XU
DlPr. 210611
HARRISIURG, PI 17121.0601
ACN 101
INHERXTANCE TAX
STATEMENT OF ACCOUNT
DATE 09-18-95
EVELHOCH JAMES FILE NO. 21 95-0403
02-24-95 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREDIT TO YDUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE ADDRESS SHDWH, HAKE CHECK PAYABLE AND REHIT PAYMENT TO. 1f
ROGER B IRWIN
60 WEST PDMFRET
CARLISLE
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
STR
PA 17013
Aoount R..ltted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
ii!"y:il.iij-ix-"iip--iiz:94"j"-----ii..--iiiHERiYANCE"TAX-STAfiiiENT-il"F"Acciiiitif--.-iii------------------ ---
ESTATE OF EVELHOCH JAMES FILE NO. 21 95-0403 ACN 101
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS.
TNE CURRENT BALANCE. AND. IF APPLICABLE, A PRO~ECTED INTEREST FIGURE.
DATE 09-18-95
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT. 08-21-95
PRINCIPAL TAX DUE I. .00
PAYMENTS ITAX CREDITS).
PAYMENT
DATE
05-23-95
08-31-95
RECEIPT
NUMBER
AA047791
REFUND
DISCOUNT (+)
INTEREST (-)
.00
,DO
AMOUNT PAID
267,98
267,98-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
,00
,00
,00
,DO
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN .1.
HO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI.
YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, I
00
Ec
,
>,,+.1
It.,
i1
--,' ~:::_-
-,
t... ~
,;,
c:)
PAVtEHTI
DetltCh the top portion of ttlll NoUu end sut.1t with your plY.ent lied. pI.,abla to the n... III'Id Itddr...
prlntld on the rlv.r.. ,Id..
.
.. If RESIDEHT DECEDENT .-'t. chick or 110M" or.r pa.,abl. tOI REGISTER Of WILLS, AGENT.
__ If NQH.RfllDEHT D[CEDEHT ... check or lIOMy order pa.,abll tot COKHONWEAL TH OF PENNSVLVANIA.
AU plynnte r.ulvect .".U be 1PP11ed flr.t to ~y lnternt which ..y bl due ..lth MY n..lndl' IPPlJlMI to the tn.
REfUND (CRh A rl',", 0' II t.lC credit. which .... not nqu..tH on the 'I. A,turn, 8'" be requ..tMl by co.plaUno .,
-Appllcltlon for R.fund of P~,Ylvenl. InherltlftCl end E,t,t. T.." (REV-IllS). Appllclltlon. .r. l"aI1abl_ at
the D"lcI of the R.a.,tar of Willi, env of the 25 A.v~' DI.trict Offlc.. Dr fr~ the o.p.rtl.nt'. Z4-hour
Inlwerl". ..rvlcl ~r. far for.. ord.rlng, In Penn,vlvanla 1-IDO-)6Z-2050, out.ld. Pennl.,lv.nl,
MIl within loul HarrisbUrg ar.. (717) 717-1094. TOOl (717J nz-usz C....rlna 11IP.lrad only).
REPLY TDI Dueatlona raaardlna arrora cantal~ on thl. notlca ahoUld bl addraa.~ tOI PA D.,.rt..nt of R.v~. BuralY
of Individual Talll', AnHl po.t A.....nnt R.vl.w Unit, D.pt. Z10601, Htirrlsburg, PA nUI-0601, phon.
C717J 717-6S0S.
DISCOUNTI If anv taM due II paid within thr.. ()l cal.ndar aonth' aft.r t~ dacad.nt', daath, . flv. p.rc.nt (SX) dlacount
of the taM paid II allowad.
IMTEREST. Int.ra.t I, charged baolnnlna with flrat day of d.llnqu~y, or nine (9) ~tha end on. (1) d.y fr~ the data of
d.ath, to t~ data of p.y..nt. T.... which bee... d.llnquant bafora January 1. I,az b.ar Int.r..t at t~ rat. of
.1. (6Xl p.rcant p.r ~ c.lcul.tad at . dallv r.t. of .000164. All t.... which b.c", d.llnquent on and .ft.r
January 1. l'IZ will b.ar Int.r..t at . rat. which will vary fro. c.lendar y.ar to calendar y..r with that rata
announcad by the Pi D.partaant of R.vanu.. Tha appllcabl. Int.r..t r.t.. far l,aZ through 1995 .r'l
V.ar Int.r.at R.t. Dally tntar.at Factor
V.ar
tnt.rllt R.ta
Dally Intar..t Factor
191Z
1911
191.
1915
1916
--lntaralt
zox .OOOS~.
16X .OOO~SI
11% .D00101
IlX .000SS6
lOX . .DODZ7.
.. calculatad al fallowI'
1917
1911-1991
....
199)-1994
....
9X
IIX
9X
n
OX
.ooozn
.00nOl
.000Z47
.00Dl9Z:
.DOOZn
INTEREST a BALANCE OF TAX UNPAID X HVKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
.-Any Notle. 1..UId aft.r thl t.. bee~' delinquent will raflact en Int.r..t calculation to fl't..n (IS) dlY'
baYond th. data of the ........"t. If pa'tHl1t .. .ade aftlr thl Int.,..t eoaputatlon dtIta sholilft on the
Hotlea, additional lnt.r.at ault be calcul.tad.