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HomeMy WebLinkAbout95-00536 . ~J-q5..S3(P J)IANN O. I~AlIlll.II"J" ATTORNEY AT LAW 3448 TRINDL[ RDAO C........ HILL, PENNBYLVANIA 170' I TELEPHONE 17171 737-0100 FAX 17171975'0697 July 12, 1995 Register of Nills Cumberland County Courthouse Carlisle, PA 17013 Re: Estate of John L. Mentzer Date of Death: April 21, 1995 Social Security Number: 174-05-1118 Place of Death: Cumberland County Nursing Home Dear Sir or Madam: Enclosed herewith please find a check in the amount of $2,196.02 which represents the pre-payment of Inheritance Tax on the above referenced estate. This is the first action and filing on this estate. It should be noted that this Estate was not probated due to the fact that the only asset of the Estate was an annuity established by the decedent naming his daughter as benefiCiary, which is not an asset requiring probate. Ne are, therefore, merely paying tax on the value of that asset at the time of the decedent's death. Very truly your, DGR/dd Enclosure 15-~l/-/i II :\ " J, i\ I' j;' !j " II " \ I' -- -. -.......,... -'..-. .......______~___________ ___ _ _ ___ _..~___...o.- ___________ ---- -- , ~ ~.": '-,' , . 'D......../...... '/1..1... '048.01'S.,"::XC9PAM.()NY/E.A. LTH on.. ENNSYLVANIA N~:p .. ..' . ,', ,i '. . DIPARTMINT OPRIVINUI 1;'~I~i;I"'1 ' " .'.' .OFFIC:IALltEC:EIP1'. PENNSYLVANIA INHERITANCE AND ESTATETAX>. "."-,,,- ...,., ,'" ~t~_O. , 'fiIfB1 " " .'" RECEIVED FROM: D ACN ASSESSMENT P:' CONTROL ... NUMBER AMOUNT RADCLIFF DIANE GILBERT 344b-344S TRINDLE ROAD 101 I I , se,19b.oe I i I r I. /010 "(Of ~ I I \: '\ I I ~ I~ \ .r &?196 I I I I I I CAMP HILL PA 17011 ESTATE INFORMATION: E'I FilE NUMBER ~ 1-1 EJ NAME OF DECEDENT II DATE OF PAY N m POSTMAR COUNTY DATE OF D fa TOTAL AMOUNT PAID SEAL CHECKtI 151591 RECEIVED BY REMARKS JUNE M MCNEAL REGISTER OF WILLS MAR V C. LEW REGl~TER OF _~__ - - -- - - ----- - - --- -,--;---.,-...:._- - - -- ----- ---~ !-- -- r:' '" . . , . . : ..--,. ~..,...,...,- ", Y' . ....-.--- , --.,....---~~.J:::..A r - . --.:.:::J'-.:, _ _ Ii"'" ....:~ RfV.UOO u. po.,., !}~l\ . ~~ COMMONWIA~tH O' "NNSYLVANIA OOAIII MINf O' _,VfNUE "A.."fJ:~i, ~~O~12'.0601 N '. HAMllLAn, 'Iut, AND MIDDl MENTZER, JOHN L. SOCIAl IICU..ITY HUM'II '1 .. ~ lie:!'" IlllE~ "'''9 u.... ~ 15 ..'{<I ~/'i INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) c.. <'~ 'OR OATIS O' DUTH A"ER 11/31191 CHICK HIRE If A SPOUSAL 0 POVERTY CREDIT 15 CLAIMID fILl NUMBIR 21 1995 0536 INllAll COUNTY CODE DletDI'" os caMHi I "DOlin YEAR NUMaER o At L1mll.d Ellatl 0 Ao. future Intlr..t Compromhl (10' do... of d.o.h of". 12.12.B2) 06. olc,d,nt Di,d tellO" 0 7. Olcld.nt Maintained CI Living Trull (Anoth copy 0' Willi (Atloch copy of Trult) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D1RECTID TO. ". .., ...~"., NAMI COM,mt MAILING AOORln 3448 TRINDLE ROAD CAM~ HILL, PA 17011 -0- -0- _0_ -0- 38.526.63 -0- -0- 174-05-1118 DAIl O' DeATH 4/21/95 CO"1I1 12/2/08 11' ."Uo.ILIIIUIYI'fI"'O "oul... "'1.111 fUll!. "ln ."'.D .'OCHllfoIllI&ll ~ I. Orlglnol Return o 2. Suppl.mlnlol Return 375 CLAREMONT DRIVE CARLISLEf PA 17013 AMOUNT IICIlVID I,n ItdlluClION" o 3. R.malnd.r R.turn 110. do... of dlD.h p.ID"D 12.13.821 o 5. fed.ral Eatal. Tax Relurn R.qulred Q... B. Tolol Numb.r of Sof. O.potll 60..s ..y ..r,~~.:~" .~:~.~ '. (8) 38,526.63 Interesl (III 415.00 (121 38,111.63 (13) -0- (14 lR. 111. fi::! -0- le._a le .06 IS 2,286.70 le .15 a -0- (IS) 2,286.1.0 (191 2,305.82 (20) 19.12 (211 (21A) (21BI lilffi .... ..z 8~ DIANE G. RADCLIFF TlU'HONl NUMeu 737-0100 20. If lIn. 191s gr'OI.r Ihon L1na_lB, .nl.r th. diU.r.nc. on L1n. 20. This Is the OVERPAYMENT. 1Ei!~.":r.!1~'I.u..I_"'I'.:'''~oI'II('~11111:.'."Inr.r.r:1_'J.'I'I"'~""'!l!1'.IIII"'1 21. If lint 18 Is gr,ol.r Ihon lint 19, .nt.r th. dift.renc. on Line 21. This Is the TAX DUE. A. Enter Ihe Inl.rll' on Ihe bolonc. due on LIne 21A. B. Enl.r Ih. 10101 of Line 21 and 21 A on LIne 216. This Is Ihe BALANCE DUE. Male. Ch.c!.: Payabl. 101 Reghl.r of Willa, Ag.nl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< . (.,der p.nahles of perlury, 1 declare Ihal I hove uamined Ihls relurn, Including accompany-Ing schedules and stotem.nh and to the blSl of my ~nowledgl and belief. s Iru., corred and comple'.. 1 declare Ihal all r.al .lIole has been reporled 01 true markel volue. Declaralian of prepar.r ath.r Ihon the personal represenlelive h .lId on alllnformetion of wh.lch preporer has any ~nowled9.. 'I N"TUIl 0' 'lISON IU'ON$IIU '01 'lUNG Il!UIN "COIUS D"U /, " !t Hill PA 17011 et!JiJ!j- Trindle Rd. Camp Hill, PA 17011 D"~.';8/;:?S- '" " ~ ~ c III '" 1. Rool E"Dt. (S,hod,l. A) (I) 2. StD,k. ond Bond. (S,hod,lo BI (2) 3. Clo..ly Hold 5.0,kIPortn...hlp In....'' IS,h.d,l. q (31 4. Mortgages and Notll Recelvabl. (Sch.dul. 0) ( .. ) 5. Cosh, Bank D.pallts & Mlsc.llan,aus P.rlonol Property ( 5 ) IS,hod,l. E) 6. Jointly Own.d Properly (Sch.dule FI 7. T,onll... (5chod,lo GI(S,h.d,l. L) 8. Talol Gran An.1s (10101 Un" 1.71 9. Fun.rol E,IIp.nlel, Admlnlstrotiv. Cosl1, Milcellon.ous E,IIp.nll~ (Schedul. H) 10. D.bIS, Mortgag. liobllllles, U.ns (Schedul. I) 11. Tolal D.ducllons (10101 Unes 9 & 10] 12. Net Value of Estet. (lln. 8 minus lIn. 1 'I 13. Choritablll and Gov.rnm.ntal B.ques" (Sch.dul. JI 14. Nil Valu. Sub',CIIO loll. (lIn. 12 minus lln. 13} 15. Spoulol Tronlf.n (for dollS of d.ath ah.r 6.30.941 S.. Instructions for Appllcabl. P.rcentag. on R.....n. Sid.. (Includ. volulS from Sch.dul. K or Sch.dul. M.) 16. Amount of lIn. 14 101l.obl. 01 6% rot. (Includ. yolues from Sch.dule K or Schedule M.I 17. Amounl of lIn. 14 tOll.obl. 01 15% ral. (Includ. values from Sch.dule K or Schedule M.I la. Princlpallall. 0101. (Add tall. from lines 15, 16 and 17.1 19. C,.dils Spousal Pov.rly Credit Prior Paym.nts _0_ + ?.IQfi.02 + Discount 109.80 (61 (7) (9) 415.00 -0- (10) (15) _ -0- (16) 38.1)1.63 (171 -0- z " ~ .. :& .. u >< ;! Irv.UII b. v..., . . ." . COMMONWU,UH 0' 'ENNSYLVANIA INHl!llTANCI! lAX UTURN .!lIDENT DI!CI!DI!NT PI.a.. PrInt or T . SCHEDULE H FUNERAL EXPENSESf ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES JOHN L. MENTZER 21-1995-0536 ITEM NUMBER A. Funeral Exp.n..., DESCRIPTION AMOUNT I. All prepaid -0- B. Admlnl.t,allv. Co.II. 4. C. 1. 2. 3. 4, 5. 6. 7. e. l. P.nonaJ R.p....nlallve Commllllon. Social S.eurlty Number of P.nonal R.pr...ntallve: V.ar Com millIon I paid -0- 2. Allarney Fe.. Diane G. Radcliff, Esquire 400.00 3. family Ex.mpllan Clalmanl Add.... of Claimant at d.e.d.n1', d.alh SI".t Add.... R.lallonlhlp Clly 5101. Zip Cad. Prabal. Fee, MI.e.llan.au. Exp.n.... Filing fees - inheritance tax return 15.00 TOTAL (AlIa 'nl.. on lin. 9, R.e~pllulallan) (If ma.. 'paee I. n..d.d, In..rt additional .h..t. of .am. .1...) S 415.00 /.5~';<I~/'; C,.. REV-1547 EX AFP (12-94* COtMJNWUlnt Dfl' PENNSYLYANIa [l[pARTHDfT Of' Rf:YDIJE I&MfAU Of INDIVIDUAL TAXU DEPT. UD60 I HARRIIIURG, PA 171rl-0601 HOT ICE OF INHERITANCE TAX APPRAISENENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAlC ACN 101 DAY! 11-06-95 FILE NO. DAY! OF DEATH 04-21-95 COUNTY CUHBERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FOHN WITH YOUR TAlC PAYMENT TO THE REGISTER OF WILLS. HAME CHECK PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TOI DIANE G RADCLIFF 3448 TRINDLE RD CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AllOUnt R..ltted CUT ALONO THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiiV': iii47-iif-"Fjo--n'2:94Y-iiiifici--oF-Yriiiiiiii'ANci-YAx-A'pjiiiA'isiifENT~--"i.i."oiiANci-iili----------------- DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF MENTZER JOHN L FILE NO. 21 95-0536 ACN 101 DATE 11-06-95 TAX RETURN WAS. I X I ACCEPTED AS FILED I I CHAHIlED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN 1. R..l E.t.t. ISchedul. Al III 2. Stock. end Ilond. IScMdul. BI 121 S. C1a..ly Held Stock/Part...rahlp Inhrut IScheduI. CI ISI 4. Kart_../Not.. Recelvabl. (SeMdul. D) (4) 5. C.ahlBank Depo.lt.'HI.a. p.r.on.1 Property ISchedul. EI 151 6. Jointly Own.d Property ISchedul. FI 161 7. 1....,81.... (Schedul. Q) (7) 8. Tot.l A._t. .00 .00 .00 .00 38.526.63 ,DO .00 III 38.526.63 APPRDVED DEDUCTIONS AND EXEMPTIONS I 9. Fun.ral Expen.../A~. Coata/HI.a. Expen... (Schedule H) (9) 10. Oebt./Horto.ge Llabl11tl../Llon. ISchedu1. II 1101 .00 11. Tat.l Deduction. 1111 12, Het V.lue af T.x R.turn 1121 13. Cherltab1./Co..r.-.to1 B.qu..h ISchedul. Jl 1131 14. Het V.lue of Eaht. Subject ta Tax 1141 NOTEI If an aBBaBB.ant waB iBBuad praviouBIy, linaB 14, 15 and/or 16, 17 and 18 will reflact figuraB that includa tha total of ALL ratUrnB aBBaBBad to dota. ASSESSMENT OF TAXI IS. A.ount of Line 14 at Spou..l rat. (IS) 16. Aoount of LI... 14 taxabl. .t LI....I/CI... A r.t. 1161 17. Aaount of Line 14 tax_I. at CoU.t.r.I/CI... B r.t. el7) 11. Prlnclp.l T... Due TAX CREDITS: PAYHENT DATE 07-17-95 10-30-95 415.00 411; nn 38.111.63 .00 38.111.63 .00 K'OO. 38.111.63 X .06. .00 X.lS. ClII .00 2.2B6.70 .00 2.286.70 RECEIPT HUIIIl E R AA04801B REFUND DISCOUNT 1+ I INTEREST I-I 114.34 .00 AHOUNT PAID 2.196.02 23.66- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2.286.70 . DO .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1. HO PAYHENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I >1 . O. I '" ..! 1;,;\. " , t.J\ _~ :J n: 0l) AUUlVATlDth [.tat.. of decedMtI cb.,... on or Mfor. ~r 11, 191' .. If InY future 1nt"..t ln the ..tat. .. t.....,"r... .n po......on or ,"Ja~t to C1a.. . (0011atar.1) banaflcl.rla. of ~ ~t .ft.r ~ -.plratlon of any a.tata for llf. or for ,Mrs, the ( _..Un herattY ..r...h n..rvea the rl.-,t to ...r.l.. end ...... tran.far l"'rU__ Tu.. at the l.wfu1 C1... . (co11.taral) rat. on any ~ futura Int.r..t. "-01' MOUa. To fulfill the r...lr..--tI of Ieotlon 1140 0' the InherltlnC8 end Eat.tI Tax Aot, Act II 0' 1"1. 11 P.I. Ieotlon '141. PA'nEHT1 DetKh the tap portlon of thla Notl.. and sut.1t .,Ith ,our p.,..,t to tha R....t.r a' MU" pr'lntad on the '.....ra. .1.. ....... chedl; or .ana, or.r P8V"IlbI. tOI REGISTER OF MILLS, AaEHT AU per-"tI rH.lved MIll first be 1IPP1lad to MY Int.,..t which ..y be duD .,Ith any r_IndrI,. applied to the tu. AUl.IGI (CAh A ,.flftd 0' . tax c,....It, tthlch .... not reque..... on the Tax R.tum, M' be requeltad b, cDllPI.Ung an "ApplleaUon foro Rlflnt of ,.,.,.,1"",1. Inha,.Uance and btat. Tu. (REV-UIS). AppllcaUonl .r. .vall.la at tha Dfflca 0' tha R...llt.,. of Mill., an,o' the Z3 Revanua DlIt,.let Dffleal, 0,. bv eaUlng the IPDClal 14-hou,. an.."'", ..rvlca ,.,...,. foro '0"" o,.dad,...1 In "".vlvanl. 1-'II-S""Z150, ....tll. PWWlnlvanla and .,Ithln local "'rrhbur. .r.. (l1n 7'7-IOM, fDD. (17) nZ-IZ51 UtMd,. I.-Ir'" OnlY). a-";CTlDHSI Anv party In lntlr..t not ..th'I" wlth the ...,..I.-,t, .llowance or dl_Uowance 0' deducUon., Dr .......,t 0' tu Clnoludlng dl~t .r Intar..t) a. Ihowl on thl. Notiea .... object within .1Mb (,OJ AV' 0' raMlpt of thl. MoUea bva --.,rltt.., pr.te.. to the PA Dlpart..,t 0' R...,...., Ioard .. Appu", Dept. Zlun, ...rrha.tr., PA 171l.-un, OR --al_tlon to have the _tt" det.ralned .t -..tit of U. account of tha par.onal r...r....,tatlva' OR --appaal to the Drphen.. Court. ....'N IITRATJYI!: CORR(CTJDHSI 'eatual arrors dlNOYerad on thla .......,t IhDUld be addra.... In .,rIU.... tal PA Daparhent of A..,..,., aur.au of Indlvldull TaM", ATTNI Po.t A....~t A.vl.. unit, Dept. Z.0601, "-rrlabur., PA 17111"0'01 Phone (717) 717-'501. ... P'" S a' the bookl.t "In.truotlon. for Inharlt-.MI' Tax A.turn for _ Raddant Daoadant- (REV-1SOI) for an .~l~tlon of adalnl.tratlv.ly Gorraatabl_ .rror.. INTERESTI If .", tax .. .. paid within thr.. (S) ul....r aanth. aftar the daclldMt.. dHth, . flya parc..,t U:U dhcGU1t 0' the t'M paid" .11....... In..nlt .. ch8rgad baal,..,l.... .,Ith flr.t day 0' dallf'lCll,.llnCY, or nine (.) aonth. end ana el) dQ 'r. the data 0' dHth, to the data 0' p.pant. Tu" ..nlch bee-. dell~t bafora .....rY 1, 1911 bu,. Interllt at the rata of .he ('~) ,ercant pa,. .... c.lculat'" .. _ AI1V rete 0' .0'0164. All tUII tthlch bIIc_ dallnquant on end .fta,. Janu8r>> 1, 1'" .,111 baar .nt.r..t at . rata ..nloh .,111 v.ry fr.. ulandar v..r to c.lendar y..r .,Ith that rat. ~.. b, the PA Depart...,t 0' A~. TM ...lIclbl. Int,,"t rat.. fo" 191Z through I'" .r" DISCOUHlI '!!!! Int,,"t ..ta Dally Int.ra.t Fectol" !!!! Int.rllt R.t. DailY Inter..t FlGtar 1911 lOX ....5041 I'll OX ..00247 19U lOX ....U. 1'11-1"1 IlX ..usn I'" IlX .conn I"r OX ...0247 1915 In .000SS6 I"S-I"" n .000191 I'" lOX .000274 I"" OX .000247 u Int.ra" .. calculated a. 'aU..... IIfTEREIlT . BALANCE OF TAX UIlPAID X HVIlIEII OF DAYB DELI"QUEIlT X DAILY IIfTEREIlT FACTOR --An, NoUea liNed aft.r tha t8M bee... dlll,....,t .,111 rafleat In Int,,"t c_lcul.Uon to '1ft..., ns) .'1' bayond the data of the .........,t. If p.,..,..t II Ada .ft.r the .nt.rllt coaputlt1on d8ta shown on the Hotlca, addlU_l Int.rllt ...t M calculatld. ~ ~:r'J:\";_(.""'~"""~_. ," .;" i '~l ,. 'J PAYfIDfl'I DetllCtl the top portion of thh Motlel and IUbalt Mlth your p.~t... p.vM.e to the'"... end Ildd,..a printed on the r.".r.. .Ide. If AlllDEN' DECEDENT ,ak. chKk or ItOMY order p.yable tOI REGISTER OF WILLS, AGENT. If _'RElIIIOlT IlI!CEOt:NT .... _. or ...., ordor __.. to' C_EALTH OF PEMlSVLVANIA. All P'YHntl received ehllU ... .,,11_ flr.t to MY Inte,.1t Wildt aav be ckIa with MY r...l*r .,11... to the tax. RU\ICD (CA), , refund 0' . ta. cndlt, which ".. not r......tact on the Ta. R.turn, 8Q be ,......ttld by eDIIP1.Ung an "application 'or R.fund of Pannlylvanl' Inherltlf'lC' and Eltet, T... (REV-ISU). ApplluUon. ara ,y,U..I .t tM Dffle. of the ...lIt.r of Wlll1, ..,y of the IS An....... Dlstrlot Dffl... or 'rOIl the o.part.."t'. U-hoUl" answering ..rvle. nuaber. for fora. orderlngl In p~.ylYanl. 1"'10-5"-'050, out. Ida Pann'vI"anl. Ind within lac.1 Harrllbur. .r.. (117) 717-1094, TOOl (717) 771-ZIS1 (Ha.rlng J.,.lrad only). REPLY TDI au..Uan. r...rdlng .rrors conhlMd on thh netlca IhoUld bIi adcIr...ed tal P' Departltltlt of R.venue, IurHU of Indlvldull T...., ATTHt POlt A......."t R.vl~ Unit, Dept. '10601, H.rrlsburg, P' 171Z.-0601, phone nl7) 717-6501. U any talt dUe .. p.ld within three (S) c.laodar -.ntha aftar the dacadant'l d..th, . flvI percent CS:O dhcount 0' the ta. p.ld I. allow.d. DIICDlIfTI IHTE:REITI Int.r..t I. eh.rgad blllnnl", with flr.t d.v of d.II~" or nlna (,) aonth. and one ell d.y 'rOIl the date of dllth, to the d.ta of p.vaent. ,.... which bee... deJI~t befora JInU.rv 1, 19.2 bl.r Inter..t It the r.t. of .1. ('~) p.rc.nt p.r ~ ea.cul.11d .t . d.llv r.ta D' .0DOI64. All t.x.. which bac... ~llnquent on and .,t., JM1Uary 1, I'll will b..r Inter..t .t a rat. which ..111 v.ry 'r.. e.land.r v.ar to calendar v..r ..Ith th.t rat. IIMOUM" bv the PA D.p.rt..nt of R.v.,-,u.. The IIppllcllbl. Intarllt rat.. far 191Z through 1996 .nl y..r tnt.n.t A.ta D.lly Inl.r..t Factor Y..r Int.n.t RIIt. D.lh Int.rllt FMltor ltlZ In .GDD541 1917 ox .GDGtU 1915 lOX .OODOI 1'"-1"1 IIX .oaUD! 1'" IIX .00U01 .99. ,X .DOOlU 1915 .SX .00U56 1"1"'1994 n .OOO19Z 1'16 .OX .ODDZ74 ltU-I996 ox .OOOZU "-Intar." I. e.lcul.ted .. 'OU....I I"TEREST . BALA"CE OF TAlC U"PUO X IlUIUlER OF DAYS OBLI"QUEHT X DAILY IIlTEIlEBT FAc:TDR -.Anv Hotle. 1..uad .ft.r the tax bacoaa. dallnquant will r.flect an Int.r..t calculation to f1ft"" (IS) day. be,and the d.ta of the ......alnt. If payaant I. ~ ,'t.r tha Int.,...t coaput.tlon d.t. ~ on the Notice, additional Intar..t IUlt be c.leulatad.