HomeMy WebLinkAbout95-00471
.'.
..,
21- 15-'17/
95114602
04-20-95
TYPE OF ACCOUNT
~ SAVINGS
CNECKINC
TRUST
CERTIfiCATE
REV-1S43 EX AFP 18-941*
CO""OHWEAlT" Dr PENNSYLVANIA
Dt:PARTHENT or REVENUE
BUREAU OF INDIvIDUAL TAkES
DEPT. Z8D6Dl
tllAAlSaUAO. PA 1712'1.0601
/ :j " 'I::' - 7
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO.
ACN
DATE
ESTATE OF ISABEL M EICHENLAUB
5.5. NO. 203-20-2485
DATE OF DEATH 11-14-94
COUNTY CUMBERLAND
JUNE B SAUERS
868 ACRI RD
MECHANICS BURG
RENIT PAVNENT AND fORNS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701~
PA 17055
PNCDANK tin provided the Dapart..nt with tha Infor..tlon 1 htad balow ~lc:h hn ba.n u..d In celculatlng the
potantla. taM dUB. Th.lr recorda Indlcat. that at tha d..th 0' tha above dleadant, you ..ar. I joint ownat/blnaflclary 01 thl. account.
If you ,... thl. Inlgra.tlon I. Incorrect. pl...1 obtaIn written corractlon fro. the financial Inttltutlon. attach a COpy to thl, fora
and raturn It to the abovI .ddr.... Thl. account I. t..able In accordance with the Inheritance r.. l.w. of tha Co..onwa'lth of Pannlylvanla.
Qua.tlon. .ay ba an.warad by calling 11111 181-8321.
COMPLETE PART 1 BELOW. . . SEE REVERSE SIDE FOR FILINU ANU ~AlM~NI INSTKUCTIONS
Account No. 5140178663 D.t. 10-31-92
edablhhed
Account aalanc.
P.rc.nt Taxable
A~ount Subject to
T.x R.t.
Pot.ntlal Tax Du.
ro Inlura proper cradlt to your account, two
121 copla. of this not lea .ult acco.pany your
pay.ant to tha Raglltar of Will.. "aka chaCk
peyabla tOI "Raglster of Will., Agent".
PART
[!]
3,800.92
50.000
1,900.46
2B5:~ .~"
TAXPAYER RESPONSE
FAILUR~ TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
K
HOIEI If t.. pey.ent. ere ..de within three
(3) aonths of the dscedent'. dete of daeth,
YOU .ay deduct a 5~ discount of the ta. dua.
Any Inh.rltanc. te. dua will baCDna dallnqu.nt
nlna (9) aonth. aft.r the data of d.,th.
T..
K
[CHECK ]
ONE
BLOCK
ONLY
A. c:J lh. above Infor.atlon and ta. due I. corr.ct.
1. You ..y choo.e to r..lt pay.ent to the R.gI.ter of Wills with two cop I.. of thl. notlc. to obteln
a dl.count or avoid Int.r..t, or you aey check box "A" and return thl, notlc. to the Register of
Will. and an offlciel ........nt will be I..uad by the PA Depart..nt of Ravanue.
8. nf1 Th. abova ....t ha. b.an or will be reported and t.. peid with the penn.vlvanla Inheritance Ta. return
1\ to be filed bv the dec.dent'. repr...ntat1ve.
C. c:J Tha above Infor.atlon I~ncorract and/or d.bt. .nd d.ductlon. MIre paid by you.
Vou .Ult coaplata PART l!J and/or PART [!] below.
PART If you indlcat. a differant t.~ r~e1~!..e stat. your
~ r.l.tlonshlp to decedent I ~/
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Oat. Eatabl1sn.d 1
2. Account ae1ance 2
3. Percent Taxabl. 3 x
4. A.ount Subject to Tax 4
S. D.bt. and Deductiona S
6. AlIOunt Ta)labl. 6
7. Ta)l Rat. 7 X
8. Tax Du. 8
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
DATE
DEBTS AND DEDUCTIONS
PAD
I
2
3
4
5
6
7
8
CLAIMED
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Lin. S of rax Coaputationl
I
.
Undar p.nalti.. of p.rjury, I declar. that the
co_pl.t. to the b.st of .y knowledge and ballef.
Q~1 ~.r-~np~.u
T I ATt!
facts I h.va reported above ara tru., correct and
HOME 1 ~-r17 1 73;::2 - ,,/63 d' _
WORK I~ 1 _ ~-/f-r.5
TELEPH NE NUMBE DA'ft
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHENT with flPpllc:ebla Inta',,' b...d on Inlo,..tloo
luba1tt,..d bV the ,1"Melal In.tltutlon.
Z. Inhe,lt~. t.. bec~' delinquent nl~ aonthl .ft., the d~.dent'. data of d..th,
1. " Joint account ,. t..abl. Iven though lhe dlCldant', nee. wa. added .. . ..11., of convent.nc..
". Acc'uJntt (Including than hald batwlen hu.bllnd Ilnd wlf.1 lfhlch thl d.cedent put In Joint n.... within ona yu, prior to
da,.t" .r. fully '.ubl. It I,.".,.r..
S. Account. ..t.oll,hed Jolntlv batwlen hu,bend and wlf. ~r. than ~ .".r prior to d..lh .r. not t..abl.,
6. ACCCK6!t, held b., . dM:~t "In trutt fa," anoth.r or ather. ara '1Ilabl. fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A . If th. Infor..Uoo Itnd c~l.tlon In thl notice .r. cornet WId dlductlon. .r. not baing delatKI, pileI'" "X"
In block ..,.. 0' P.rt 1 01 the "'a.pI.,I' R..po".a~ .actIDn. Sign two copla. and .ubalt thaa with your chack for the aaount of
talC to the Aaghtar of WUII of the county Indlc.t.d. the PA Dap.rtaent of R.vanua wUI Is.ua an offlel.l .......Mt
Cfor. RfV.I541 E~) upon r.c.lpt of the raturn 'roe the A.gI,tar Df Will..
Z. ILOCk I . If the ....t ,peelfl.d on this notice h.. b.en or will b. r,porC.d and t.1C p.ld with the P'Mulvanl. Inh.rltane.
'alC R.turn fllad by the d.c.dent'. r,pl..ant.tlv., plac. ~ ~k~ In blDck ~I~ of P.rt I Df the ~T..p.y.r A..pon..~ ..etlon. Sign ona
copy and r.turn to the PA D.part.ent of RavlM1Ua, luraau of Individual ta..., Dapt za0601, tl." hburg, PA 111211.0601 In tha
env.lope provld.d.
3. IIOCk C . If the notlc. Infora.tlon I. Incarrect endlor deduction. .ra b.lng cl.I..d, ch.ck blDck ~C~ and coapl.t. Part. Z and 3
.ccordlng to tha In.tructlon. balow. Sign two cop la, and .ub.lt th.. with your chack far the a.ount of t.. paYable to the R.gl.t.r
of WUIt of the county Indlcatad. the PA Dapartaant of A.v.nua will l..u. an offlcl.l .......'""t fF"rlll DFV.'''''' F'IIl '1fW'" r.r..I,..
of tha r.turn froe tho A.gl.tar of will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Ent.r tha data tha account originally wa. ..tabll.h.d or tltlad In th. .annar ..I.tlno at data of daath.
NOTEI For. dac.d.nt dying aft.r IZ/lZ/aZI Account. which tha d.c.d.nt put In Joint n.... within on. CI) y..r of d..th ar.
talC.bla fully a. tran.f.r.. HDwavar, th.r. I. an ..clu.lon not tD ..c..d '3,000 p.r tran.f.r.' r.gardl... of tha valu. of
the account or the nuabar of .ccount. hald.
z.
..
Enhr the tot.l balanc. of the account Including Int.ratt .ccrued to the dah 0' d..th.
Th. parc."t of tha account that I, t'lCabla 'or .ach .urvlvar I. dat.raln.d a. follow.,
A. The parcant t.lCabla 'or Joint ....t. a.tabll.had eor. than one y..r prior to tha d.c.dant'.
If . doubl. ..terlsk (ul .pp.a" bafore your fltlt n..a In the .ddr... portion of this notl1f') the 13,000 ..elutlon
.lraadY ha. b.an deduct.d frD. the account balanca a. repDrtad by the financial In.tltutlo~T ;- \r1 '~1;!'
'.,.;1
d..th,
I DIVIDED IY
TOTAL HUHIEA Of'
JOINT OWNERS
A Joint ....t r.gl.t.r.d
DIVIDED IY
TOTAL NUMBEA OF
SURVIVIHO JOINt OWNERS
the d.c.dent and two oth.r
.
100 .. PERCENT TAkAIIE
'"
w
ExMIPI.r
In the n_. of
p.r.on..
I DIVIDED IV 3 CJOINT OWNERS) DIVIDED IV Z (SURVIVORS) .. .167 k 100 .. 16.7~ (tAXABLE fOR EACH SUAVt~l
I. Th. p.rcant ta..bla for ...at. cr.at.d within ana ya.r of the dac.dant'. daath or account. owned by the ~.c.d.nt but hald
In tru.t far another IncUvhtu.U.I (trust banaflcl.rl..l1
n
1 DIVIDED BY TOtAL HUKIEA Of SURVIVING JOINT
OWHERS DR TRUST BENEfiCIARIES
X 100 .. PERCEHf TAXAILE
E.uplal Joint account ragl.t.rad In tM n..a of the d.cad.nt and two oth.r par.on. and a.tabll.h.d within ana ya.r Df d..'h by
tha daud.nt.
I DIVIDED IV Z (SURVIVORS) .. .50 )( 100 .. SOiC (fAXABLE fOR EAC" SURVIVOR)
4. Tha uaunt .ubject to talC Clln. 4) h d.tar.ln.d by aultlplYlng tha account balanu ellna U by tha parc.nt 'Ollobla Ulna S),
S. Entar the tot.1 of the d.bt. end daductlan. II.tad In p.rt S.
6. Tha ..ount t.lCabl. (1In. 6) I. datar.lnad by .ubtractlng the d.bt. and d.ductlon, (1lna S) 'roe tha a.ount .ubj.ct to talC (1In. 4).
7. Entar the approprlata talC r.t. (1In. 11 .. dat.r.ln'd balow.
A. for dat.. of death occurring aftar 6/30/94, th. talC rat.. for tran.'ar. to .pau.a. ar. a. 'ollow'l
1. D.t.. of d..lh on or aft.r 7/1/9~ and bafDr. 1/1/96 tha rata I. S~.
2. Oat.. of daath on or aftar 1/1/9' and bafDra 1/1/97 tha rat. I. Z~.
S. Oat.. of d..th on or aft.r 1/1/91 and ba'Dr. 1/1/9. the rat. I. 1~.
4. Data. Df d..th on or aftar 1/1/9. tran.f.r. to .pou... will b. .1C.apt fro. talC.
Hat.r For dat.. of d.ath prior to 111/94 tran.'ar. to .pau... ara t..abl. .t 6~.
B. Trand.,.. to lI".al d..cendant. Including 'athar, Rthar, .on, daughhr, grandchildren, .on-ln.I....,
daughtar-In-L..., atepchild and their luua ara t..abl. .t .1Il p.rcent (6:CJ.
C. Tran.f.ra to .11 athar. Including brDther, .htar, lonela, aunt, nephew and nlaea .ra t..abl. at flft..n p.reant US:U.
D. If you change the talC rat., pl.... .paclfy your ral.tlonshlp to lh. dec.d.nt In lha araa pravld.d.
.. The a.ount of talC due Cline 8) I. d.tarainad by .ultlplylng the aaount t..abl. Clln. 6) by the talC rata (1In. 7..
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabh and daductlon. .ra dat.ralned .. 'allOWII
A. You Iqally .ra rupantlbl. for pa.,.ent, or the ..ht. .ubj.ct to .d.lnlstratlon by a personal r.pr...ntaUIII Is In,ufflclant
to PlY the dedUcUbl. It....
I. You actually p.ld the dabt. aft.r daath of the dacadent and can furnl.h proa, ~f p.v-ant.
C. Dabt. "Ino c1.I11ed au.t b. ItHhad fully In Part 3. 11 additional .p.ea It ".adad, u.a plain p.par a l/Z~ It 11". Proaf of
p.y.....t ..y be raqua.led by the PA Dapart...,t of Aavanua.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
. . RESISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (7171 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
IIEV.ISOO u. 11941
*
21. If line 181. grlol.r thon lInl 19, Inter Ihe dUference on lIn. 21. Thl.I.'he TAX DUE.
A. Enter Ihelnlere.t on ,he bolonce due on line 21A.
8. Enl.r Ih. 10101 ollln. 21 ond 21 A on lIn. 218. Thl. " 'h. 8ALANCE DUE.
Malee Checle Payable to, Regllter of Willi, Agent
:ot.~J'''"", . 'Ii 8E:SURE .TO ANSWER ALL\QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH,;!. 1i..,.'~",,' {~'1i."",..:
Under penoltle. 0' perfury, I declare Ihot I have uomlned 'hIs return, lndudlng accompanying .chedules and Ilalemenh, and to Ihe best of my knowledge and belle',
'b' It true, correct and complete. I dedare that 011 reale,'a'e hal been reported 01 true marKel value. Oedarallon of preparer olher than Ihe pononal repr..entatlve II
a,ed on aI/Information 0' which pre arer ha, an ~nowledge.
luu 0' ""'0 ''''ON,,,,, 'O'/lIINO mUIN '00'''' "'" A. i. .. /; I). _ DAIf
-;rt/;~ tibu; "<!r/. L/~ & (7o~J ~//JlrC
5INIAI,v, .00.... 20 5. r6TH 5T. CAMP 'Hill PA 11011 D' / /
'. qN/ff'
l!!
~~~
!:!fu
u~ii!
ti15
"'''
"'z
Bf
z
co
5
!
'"
z
l!!
~
.
B
g
fOR DATES Of DEATH A"n '2/31/91 CHECK HERE
I' A SPOUSAL
POVERTY CREDIT IS CLAIMED 0
fiLE NUMBER
21
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
15
~
..
COMMONWEAlTH OF 'ENNSYlVANIA
DE'ARlMEN' Of UVlNUl
0....210601
HARRISIURQ 'A 11l:le.OMJl
OICIO Nl' NAMI (IAS. tl". A M10D~ INl 1""1
EICHENLAUB, ISABEL M.
lOCIAl SleUlll,. NUMIU DAft O. DIAtH
DAf( 0' 111"1
95
411
COUNTY CODE
DfCIDlNl'S (OMPUI( ADDIUS
YEAR
NUMBER
868 ACRI ROAD
MECHANICSBURG, PA 11055
Co... CUMB ERLAND
AMOUNl ltCllVIO 1St( IN".uctIONSI
203-20-2485
09/20/15
fl' .."tlC....t".U.WI'l'IHO .JtOuu" N"'AolI ,,"'U, 1"" UtO "'tOOII 'WII"ll
Orlglnol Return
Limited ellale
o 2. Supple menial Return
o 3. Remainder Return
('or dol.. 01 d.olh prior 1012.13,82)
o 5. Federal Ellate Tax Relurn Required
..Q.. B. Tolol Number of 50f. Oepoll' Box..
o 40. future Inl.r.., Compromh.
Ifor dol.. 0' death aft,r 12.12.82)
o 7. Decld,nl Maintained Q living TrUll
(Attach copy 0' Trult)
D~CONFIDENnA MAX'INFORMAnON SHOULD BE DIREOTIDlTO.
COMI'ttTf MAILING ADORUS
NDENCE !A
868 ACRI ROAD
M ECHAN I CSBLRG, PA (~ 7~ 55
132-4638
I. R.ol Eflol. (S,h.dul. AI
2. Slo,ks ond Bond. (S,h.dul. 8)
3. Clo.el)' Held Slock/Partn,rshlp Inler8,1 (Schedule q
... Mortgage. and Noles Recelyoble (Schedule OJ
5. COlh, Bon~ olpO.It, & Miscellaneous Penonal Properly
(S,h.dul. EJ
6. Jolnlly Owned Property (Schedule fJ
7. Tron.!." (S,h.dul. G) (S,h.dul. II
B. Total Grall Anlh {Iolal Un.. 1.7}
9. Funeral Expenll', Admlnl.tratlve CO.II, MIscellaneou.
hpen... {Schldule HJ
10. Debts, Mortgage lIablliti.., Uenl (Schedule I)
11. Tolal Oeductions (tolaILlne. 9 & 10)
12. Nel Value of Ellate (Line 8 minuIUne 11)
13. Charllabl. and Governmental eequllu ISchedule JJ
'<4. Nel Value Sub eet to TaK line 12 mlnulUne 13
15. Spoulol Tranlfort (for dolel Df deoth oft" 6.30.9411
See In.tructlon. for Ar,pllcable P"cenlage on Rever.e (15)
Side. (Include volue, rom Schedule K Ot Schedule M.I
16, Amount of line 141loxoble al 6% rol, (16)
(Includ. values from Sch.dule K or Schedule M.)
17. Amount of line 14I'axobl, at 15% role (17)
(Include value. from Schedule K or Schedule M,)
18. Principal 'ox due (Add lox from lIn.. 15, 16 and 17.1
19. Cr.dlts Spoulal Poverty Credll Prior Payments
(11
(21
131
(4 I
(5 I 100.00
(6) 21,900.46
(71
(9 I 1.217.37
(10) 1,844.00
(8 I
22.000.46
9,121.31
12,819.09
1111
(121
(131
(141
12,819.09
M.__
12,819.09
M .06 II
172.15
)( .IS II
liB)
172.15
Oilcounl
Inlere"
+ +
20. If lInl 19" greater than line 18, enlet the dlffer.n" on line 20. Thl.I.,he OVERPAYMENT.
m 0 ...mn.'II.II~I_'('''.'''''''''I'll.IlIl'II.'.''Jmm-='l_'.I'11I....(...LI..!.& ''''''.1
(19)
(20)
112.15
(211
(21AI
(218)
172.15
Act '48 of 1994 provld.. for the r.ductlon of the tax ral.. Impo..d on the net valu. of Iranal.r. to or for
the u.. of the 'POUI.. Th. ral.. a. pre.crlb.d by Ihe .Ialul. will b.1
· 3% (.03) will b. appllcabl. for ..tat.. of d.c.denll dying on or after 7/1/94 and b.for. 1/1/96
· 2% (.02) will b. appllcabl. for ."0'.' of dec.d.nll dying on or after 1/1/96 and b.for. 111/97
· 1 % (.01) will b. applicable for .lIate. of d.c.d.nll dying on or after 111/97 and before 111/98
· Spoulal tranaler. occurring on or after 111/98 will be exempt from Inherllance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (vol IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make 0 transfer and:
a. relaln Ih. use or Income of the properly transf.rred, .......................................................
x
X
b. retain the right 10 designate who sholl use the properly transferred or Its income, ...............
c. retain 0 reversionary interest; or ...................................................................................
X
d. receive the promise for life of either payments, benefits or carei .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer properly without receiving adequate canslderatloni If dealh occurred after
December 12, 1982, did decedent transfer property within one year of death wlthaul receiving
adequate conslderollon9................... ........... to............. I............................................ II .......
X
3. Old decedent own on 'In trust for' bonk accounl at his or her dealhL.................................... 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.
,
IlY.IJOIlh 11'1)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
.
COMMONWIAI!" O. P1NNIYIYANIA
INHIIITAHCI TAX .nUIN
USIDtHT DltlDINT
ESTATE OF
ISABEL H. EICHENLAUB
Pleoll Print or l' e
CAli prep."" lolntly..own,d with the RI,ht of Survlv."hlp mu" b. dl,d...d on Schodul. "
VALUE AT
DATE OF DEATH
ITEM
NUMBER
DESCRIPTION
1.
VARIOUS HOUSEHOLD GOODS AND CLOTHING
100.00
TOTAL Also enlo, on line 5, Roco
100.00
S
(Allac.h addlllonal 8Yt" x 11" ,h.." If mot. .paull n..d.d.)
NAME
ADDRESS
868 ACRI ROAD
HECHANICSBURG, PA 17055
RELATIONSHIP TO DECEDENT
DAUGHTER
11\'.110911+ 112.'"
..
COMMONWEAUH OF PENNIYLVANIA
INHfRlTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
ISABEL H. EICHENLAUB
FILE NUMBER
21-95-471
Jolnl 'ononllll.
A.
JUNE B. SAUERS
B.
C.
Jolnlly-ownod proporty,
ITEM LmER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. A 10/31/9 '. PNC BANK - CHECKING ACCOUNT 3,800.92 50X 1,900.46
AIC # 5140178663
A 11/91 SUN BANK - CERTIFICATE OF 40,000.00 50X 20,000.00
DEPOSIT AIC # 3300050352
-
I
TOTAL (Aho enler on line 6, Recapitulation) S ? 1 So.O,~4.6._
(II more space i. ne.d.d ;nler' additional sheets 0' lome size)
F
ISABEL M. EICHENLAUB
ITEM
NUMBER
"VUlIlltl'''J
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
Plea.e Print or Tvpe
COMMONWEAltH 0' 'fNNS,YlVAHIA
INHUI.lfANCf fAllllnUIlN
IlUIDEN' OICfDINf
21-95-471
DESCRIPTION
AMOUNT
1.
A. Funeral Expen.e..
V. L. SEEBOLD FUNERAL HOME
FUNERAL MEAL - FOX'S FAMILY RESTAURANT
TlJIN HILLS MEMORIAL PARK . BURIAL LOT AND VAULT
5,283.70
302.00
691.67
1.
B. Admlnl.trallve Co.t..
500.00
Pe..onal Repre.enlallve Camml..lans
Sacial Security Number al Pe..anal Represenlallve:
1995
Year Camml..lans paid
2. Allarney Fees
3.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
Family Exempllon
Clalmanl
JUNE B. SAUERS
Relatlanshlp DAUGHTER
Addre.. al Claimanl at dec.denl's d.ath
868 ACRI ROAD
Street Addr...
100.00
City --HECHANICSBURG
SIal. PA
Zip Cad. 17055
Probate Fo.s
MI.eellaneous Expen.e..
McKONLY & ASBURY . ESTATE TAX RETURN PREPARATION
400.00
I
!'
TOTAL IAlsa onl.r on line 9. Recopllulolion)
(II more .paee I. needed, In.ert addlllonal .heet. 01 .ome .1...1
s
7,277.37
"''''''''1'.''1.
COMMOHWIALIH 0' ,IHH'"VAhIA
INHIlIIANCI toll "IUlN
t"IOIHt DIUDINI
ESTATE Of
ISABEL H. EICHENLAUB
ITEM
NUMBER
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
AMOUNT
PI.a.. Print Dr T .
fiLE NUMBER
21-95-471
DESCRIPTION
NURSING SERVICES:
MARTIlA HILLER, LPN
BARBARA LINDEMUTH
KELLY ASSISTED LIVING SERVICES, INC.
KENDALL ENTERPRISES NURSING
1.
TOTAL (Alia onlor on IIno 10, Rocapllu!allan)
(II mare spac. il M..ded, inser' oddilionol,h..,. 01 some I1z..'
72.00
768.00
684.00
320.00
$
1,844.00
(C(Q)rPY
1LL&6t .1iI!Iill <O Wcshtutcttl
I, ISMEr. H. EICIIENLAUn, a rl!sident of Selinsgrovl! Uorough. Snyder
County, Pennsylvania, being of sound and disposing mind and memory, married
and OVer the age of eighteen years, declare this to be my Last Will and revoke
all wills and codicils previously made by me.
I'l'EH I: IDENTITIES OF SPOUSE AND CIIILDREN. J am marril!d tn Donald II.
Eichl!nlaub ("my spouse".). J have five children now living, namely, Harry A.
Eichenlaub, June B. Sauers, Donald E. Eichenlaub, David L. Eichenlaub, and
Richard E. Eichenlaub. I have no deceased children who leet issue surviving
them.
I'l'EH II: PROPERTY BEING DISPOSED OF BY WILL. It is my intention to
dispose of all my property, including any property OVer which J have a pOWer
oe appointment.
I'l'EH III: EXPENSES, DEBTS, AND TAXES. I direct that all expenses of
administration of my estate and of my last illness, funeral, burial, and
gravemarker, all legally enforceable debts incurred by me, and all. taxes
assessed in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate.
I'l'EH IV: SURVIVAL OF SPOUSE - RESIDW\Ry ESTATE. I give the residue of
my entire estate to my Spouse, if he is liVing on the thirty-first day after
my death.
I'l'EH V: NON-SURVIVAL OF SPOUSE - RESIDUARY ESTATE. If my Spouse is not
living on the thirty-first day after my death, the residue of my entire
estate, or the proceeds therefrom, shall be divided into five equal shares and
distributed as follows:
A. I give one such share to my son Harry fl. Eichl!nlaub, or to his issul!,
per stirpes.
D. I give one such share to my daughter June 0. Sauers, or to her issue,
per stirpes.
C. I give one such share to my son Donald E. EiChenlaub, or to his
issue, per stirpes.
D. J give one such share to my son David I,. EiChenlaub, or to his issue,
per stirpes.
E. J give one such share to my son Richard E. Eichl!nlaub, or to his
iSBUl!, per stirpes.
~'. If any of the five named beneficiaries is not. living on till> thirty-
Cimt. day aeter my death and has left no issul! t.hen living, then the short'
- 1 -
.
that would have passed to such bencl iri/lry or the issue of such beneficiary I
give proportionately to the other b,!Oeficiaries under this Item V.
ITEM VI: EXEiCUTORS.
spouse falls or ceases to
June B. Sauers and George
this Will.
I appoint my spouse Executor of this Will. If my
serve, then I appoint my daughter and son-in-law,
D. Sauers, or the survivor of them, Executors of
ITEM VII: GUARDIAN OF PROPERTY. I appoint Snyder County Trust Company,
of Selinsgrove, Pennsylvania, or its qualified affiliate or successor, Guard-
ian of any property which passes, either under this Will or otherwise, to a
minor and with respect to which I am authorized to appoint a guardian and have
not otherwise specifically done so. Such Guardian shall have the power to use
principal as well as income from time to time for the minor's support and
education (including private elementary and secondary schooling, technical
schooling and post-secondary schooling) without regard to his or her parent's
ability to provide for such support or education, or to make payment for these
purposes, without further responsibility, to the minor or to the minor's
parent or to any person taking care of the minor.
ITEH VIII: BOND. I direct that the Executors and Guardian appointed by
this Will shall not be required to give bond for the faithful performance of
their duties in any jurisdiction.
ITEH IX: WILL NOT CONTRACTUAL. My spouse and I may be making wills at
approximately the same time and to some extent the wills may be reciprocal.
Nevertheless, the wills are not made pursuant to any agreement between us and
each of us may modify or revoke his or her will at anytime.
and
set my hand
( SE,\L)
The preceding instrument, consisting of this and one other typewritten
page, each identified by the oignature of the Testatrix, was on the day and
date thereof signed, published, and declared by Isabel M. Eichenlaub, the
Testatrix therein named, as and for her Laat Will and Testament, in the pres-
ence of us, who, at her request, in her presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
5/ ~L 11, rn rH>-tJ..
S~_-.v- J?1
6,p,>, ~.r-
(
- 2 -
.......--....,..
.
ACKllOifLRDGHP.NT ^ND ^/'PI/l^VIT
COMMONWEALTH OF. PENNSYLV^NIA
SS
COUNTY OF SNYDER
1 and
, the Testatrix and the witnesses respec_
tive y, whose names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the Testatrix signed
and executed the instrument as her Last Will and that she signed willingly, and
that she executed it as her free and voluntary act for the purposes therein ex-
pressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of their knowledge
the Testatrix was at the time eighteen years of age or older, of sound mind and
under no cOnstraint or undue influence.
~ ./-.fl.fI71, ~".Jb.n.JL (SEALI
Isabel M. Eichenlaub
~'
J;~1
.s,U\,. ess
If. /11 n-.-.......~
(SEAL)
<,/0."". rn. ,Jj'J~'" P:.-r
0wit~ss ~
.
(SEALI
SUbscribed, sworn to and acknowledged before me by
the Testatrix, and SUbscribed and sworn to before me by
and :1/7"" /11. I?""/,,.- , witnesses, this '(::r/;
1989. :t j
, ,
My Commission Expires:
,r/ J~,(.-f1 <'1 .,.. (). (',eft 1.
Notary PUblic if r7.
- 3 -
-. ..... '.. ~
------------------------------------------------
D AA 0481.10 COMMONWEALTH..OF PENNSYLVANIA
NO. ... . DIPARTMINT 0" REV.NUI
OFFICIAL RECEIPT .. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
.1\(11",..1....1
RECEIVED fROM:
ACN
ASSESSMENT P:'
CONTROL ...
NUMBER
AMOUNT
&
JUNE B SAUERS
e6e ACRI RD
101
.77e.?~
MECHANICSBURG
PA 170:5~
ESTATE INfORMATION,
I:t fiLE NUMBER
g el-199~-0471
EJ NAME Of DECEDENT (LAST)
II DATE Of PI. ME NT
m POSTMAR
COUNTY
SSN e03-eO-2"8~
(fIRSTI (MI)
DATE Of 0 A H
REMARKS
m TOTAL AMOUNT PAID
· 7:Je...:J!5
DO
JUNE B SAUERS
SEAL
CHECK" 4e::1?
\:' ,', \.,/
RECEIVED BY i.'llt ii. (/ I. , .,~ '.. ,./
~ ,.J SIONATlJ~r 1./
~ ;l :Y'", .: J', f_) .
MAny C. LEWIS - J
REGISTER OF WILLS
REGISTER OF WILLS
---- --- --,.,-.- -- ---- ---,.- - ~-- ---:- - --- - - -- .,.-- -- - - --- _ _.-:-u_.-.... ..,..,_;.
" .
- _. ~-.....,--
.
_1I~ _" "q -_..,,;
--.....-.-----";."".....-....
/5-L/O-1
RIV-1547 IX AFP (12-94*
C~Al'H Of PENNSYLVANIA
DlP""IttEHf UP' R[V(HUE
IURUU Of INDIVIDUAL TAXES
DlP'. 110611
t\ARRIIIlllG, PA 17128.0601
,I
'-'
ACN 101
NOTICE DF INHERITANCE TAX
APPRAISENENT, ALLDWANCE DR DISALLDWANCE
DF DEDUCTIONS AND ASSESSHENT OF TAK
DATE 11-06-95
FILE NO.
DATE OF DEATH 11-14-94 COUNTY CUMBERLAND
NOTE' TD INSURE PROPER CREDIT TD YOUR ACCDUNT, SUBHIT THE UPPER PDRTION OF THIS FORN WITH YOUR TAX
PAVNENT TD THE REGISTER OF WILLS. NAKE CHECK PAYABLE TO "REGISTER DF WILLS, AGENT"
REMIT PAYMENT TO:
JUNE B SAUERS
868 ACRI RD
MECHANICS BURG
PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AltOunt R..l U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiiv:is47-Einj:ji-n'2=94Tilii'ficE--oF-YNHEii'ifANcE-YAx-j\piiRAisEH€il't-;-AL.LOiiANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EICHENLAUB ISABEL M FILE NO. 21 95-0471 ACN 101 DATE 11-06-95
APPROVED DEDUCTIONS AND EXEMPTIONS:
,. Funeral Expen.../Aa.. Caata/Hi.c. Exp~... (Schedule H) (9)
10. Debh/Nodg.g. L1ob1l1H.o/Liono (Schodulo II (101 1.844.00
11. Tot.l DeduoHono (111
12. N.t Value of TaM R.tunn (12)
13. Charitable/GovernMent.l Bequ..t. (Schedula JJ (13)
14. Not V.luo of Eot.t. Subjoct to Tox (141
NOTE: I~ an assessment was issued previously. lines 14. 15 andlor 16, 17 and 18 will
reflect ~i9ures thet include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Lina 14 at Spau..1 rat. (15)
16. A~t of Lina 14 taxable at Lin..l/CI... A r.t. (16)
17. ~t of Lina 14 taxable at Collat.ral/CI... Brat. (17)
18. Principal Tax Dua
TAK RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eot.t. ISchadul. AI
2. Stocks and Bond. (Schedule OJ
3. Clo..ly Held stock/Partnership Int.r..t (Schedul. CJ
~. Kortgag.a/Not.a R.c.ivabl. (Schedul. DJ
S. Cash/Bank Oepoaita/Hlac. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Tr.n.fera (Schedule OJ
8. Total A...t.
TAX CREDITS:
PAVNENT
DATE
08-14-95
RECEIPT
NUHBER
AA04811 0
DISCOUNT (+1
INTEREST I-I
.00
I CHANCED
III
(21
131
(41_
151
(61
(71
.00
.00
.00
.00
100.00
21. 900.46
.00
181
22.000.46
7.277 .37
Q .1.,1 ~7
12.879.09
.00
12,879.09
.00 X .03=
12,879.09 K .06=
.00 X .15=
1181
.00
772.75
.00
772.75
AHOUNT PAID
772.7S
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
772.75
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIDNAL INTEREST.
( IF TDTAL DUE IS LESS THAN .1. NO PAYNENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU NAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
,
i"'-
c:j\
c:'
. ::,J
r)r..)
RESERVATION. Eltates of decedwlts dying on Dr be'on ~r 12, 1912 ..- if WI)' future lnt.,.nt In the ..t.t. I, t"",,".r,.-,
In po......on or ..do,....t to el... . (caUlt.,.,U ....flcl.rl.. 01 the dec.....t In.,. the axpl~t1on of WI)' ..t.t. for
11" .r for Y""" U. C~lth :lIIriMIv '.lIr...b ,....Mr" the right to IIPPnha .Mt ...... t,..,.f.,. 1",.,.,.U.nc1 r....
It the l.wful el,.. . (coll.t.,..l) rat. on ~ ~ fUtu,.. lnt.r..t.
P\IAPClSE DF
NOTICE. To fulfill the ,....lr.....tI of Section Zl~O of the Imerltancl .. Eltats llU Act, Act 2Z of .991. 72 P.S.
Section 2140.
PAYJtEHT. o.tKh the top partlon of thb Hotiel ~ sut.lt ..lth your p.,..... to the RlI1Ihtar of 111111 pdntMl on the reve,... ..cr..
__..... c:Mck 01'" .wMI)' .,..,. pav*ll tal REGISTER OF MILLS, AaEHT
All p.~t. rKllvlld shIIll first be ..1111d to Iln)' Int.,...t which ..y be m.. with WlY ,....lnder -.11.. to U. t...
REFUND (CRh A rdmd of . tmc credit, Witch ..u not rllqlJut_ on the Tn R.tum, RV be r~~..ted bV c....l.Ung WI -AppllClltlon
'or R"unct of PtlnnlYlv.,.a InherUBnCI Bnd Est.t, ,.... (REV-UU). Appl1C11tion. .r. ItWUlibl. .t tN Dfflc.
of ~ Aeal.t.r of Will., InY of ~ Z5 A.v~ DI.trlct Offlc.., or by c.lllng the &Peel.l Z4.hour
In__rlng ..ntlc. .....r. far fora. orderlngl In P.",.ylv....l. 1.aOo-)6z.Z0S0, autsict. P....nlwnl. ...
within local Harrhburg .r.. (711) 717"1094, TOOl (717) nZ.ZZ5Z Ct..rlng I..-Irlld OnlwJ.
OIJECTIDNS~ Any p...tv In Int....st not ..thUed Nlth u. 8PP...I~t, .Uownc. 0.. dl..UDWnCII of dedUction., 0.. ........"t
of tax Unclucllna dhc~t or Inhn.U .. shot<<l on th18 MoU~ ....t object Nlthln silCty (60J dIIy. of ..~Ipt of
thl. HaUc. bYI
\
......Ittan P..ot..t to ~ Pi o.p...teent of A.vsnue, Bo.rd of ~l., Dept. Z810Z1, Ha..rlsbu..g, Pi 171ZI.I021,
...Iection to hlNa the ..ttar dahr.lnMI .t SiUdI t of the SCCOWIt of U. ,....onsl rllPnnnt.Uv., DR
..eppe.l to the Qr-phsn.' Caul't.
DR
~
A"""
ISTAATlVE
CORRECTIONSI Featulll .r"ol"l dhconred on thh ...........t should be eddr.ned In ..rltlna tal PA DlIP...teent 0' R.v.....,
au...au of Individual T.x.., ATTNI Po.t A.....-ent R.vl... unit, DlIPt. Za0601. Hsrrltbu..g, Pi 17IZI.0'01
Phone (717) 717.6505, 5.. page 5 0' ~ bookl.t -In.t..uctlons fa.. Inherltanc. Tax Rsturn for. A..ldent
Decadent- (REY.1SOI) '0" an .xplenstlon 0' &delnl.tr.tlv.1Y co....ectebl. srrors.
I
INTEREST I
If ftC'Iy tax duB 18 paid within thr.. (5) calsndllr .onths .ftar thII decadent.. dasth, . flva plIrcent u:n dhclUtt 0'
the tax paid II .llOMMl.
Inbr.st h d\airged bealmlna ..Ith flr.t day of dallnquency, or nlM (9) MJnths and OM (1) dtIy 'rOIl the date 0'
death, to the dIIb 0' pay-.nt. Tun which ~ dlllInquent before January I, 1982 bur Int.r..t at thII rat. of
slM (6%) perclnt pa.. ..,.,. c.lcul.ted at . dally rat. of .000164. All t.u. which bK_ dallncNent on and aUar
January 1, 1'12 ..Ill beer Int.r..t at . ...ta which ..Ill v.ry f..OII c.lendar y..r to caland.r v..r with that r.ta
announc.d bv tna Pi Dep...teent of Aavenue. The eppll~abla Int.....t ...t.. for 191Z through 1995 aral
DISCOUIT I
'!!!!: Int....tt A.ta D.lly Intar.st Factor !!!!' Inte....t Rat. D.Uy Inhrnt F...tor
1982 ZO% .000548 1987 .. .0002'"
1915 16% .000458 l,aa.I991 IlX ,OOasOI
19M IlX .000SOl 199% .X .OOOZ'"
1'15 "X .00as56 l"S.I994 n .000192
1916 10% .000Z74 I... 'X .000247
"Int.r..t I_ calcul.ted .s follow'l
INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlc. i_sued .ft.r th. tax bacoaa. d.llnquent will rafleet an Intar..t c.lcul.tlon to fl"88M (I') da,.
beyond the det. of tn. ...........t. If pay.."t I. .ade .ft.r th8 Intarnt COllPUt.Uon data shoNn on the
Hotlc., addltlon.l Int.r..t .u.t be c.lcul.ted.
. .