HomeMy WebLinkAbout95-00545
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21. If Llno 10 II o,oalor Inan lIno 19, onlor lho diffo,onco on lIno 21. Thil h Iho TAX DUE,
A. Enlor Iho Inloroll on Iho balanco duo on lino 21A,
6, Enlor Iho 10101 of lIno 21 and 21A on L1no 216. Thh jl Iho DALANCE CUE.
Mok. Chock Payabl. tal Roghl.r Df Willi, Aoon.
f.:1'~'W/"r,-.~" ",""'''.iX:.'''>-I>::''BE.:SU RE '.TOr ANSWER'.'ALL1Q U ESTI 0 NS,ON' REVERS E'SI DE 'AN O'TO' RECHECK.iMA TH 0;'<(', l<,!, . ~ ~MPJJ .I~~~ . .
Undor ponahiol of Plrjury. I doc/a,o Iholl hove okamlnod Ih" ,olu,n, Inc/udln!] accompanylno lChodulel and Ilatemonn, and la Iho bOil of my knawlodoo and boliof,
II" .ruo, corrocr and complolo, I ddcla,o Ihol all '001 011010 hOl bOdn raparlecf 01 Iruo markol valuo. Dcclorolion of propa,or olhor Ihon rhe peuanol rep,elenlalivo II
baled on olllnfarmalian of which p,epo,er hOI any knawlodoe,
~I '1 Of rU~ON II ~ f It fJUNO IltrUIlN ADDUU 44 East Yellow Breeches R CAll
IIf! '?-~ ~9.s-
DAll
?-..z.o-9.s-
/s'-
j fOR DAns Of DtATlI AfTtR 12/J 1/91 CHtCK HtRE
INHERITANCE TAX RETURN ~o~m!,ugiDlT IS CLAIMED 0
RESIDENT DECEDENT flLt NUMUER c-dr-'
(TO BE FILt:D IN DUPLICATE oJ T':;'
WITH~~~~STER_<?_F_WILLS) '-OU.NTY_CODE..2- L ~EAR 9~- NUMBER
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COMMONWlAITH Of P[NNUlYANIA
DU.....RTMfN1Of "(Y(NU[
OE'7, nOMI
IlARltI~BU"O, rA 11121-0601
DICI01NI't, NAMt IIAU, mH, AND MICOH INlIlAll
Nichols Katrina
'OCIAl $leU1l11Y NUMllA
304 South Hanover Street
Carlisle, PA 17013
c"~,,. CumlXJrlt'md
AMOUNt ltlCllVlOIUt IN~tll\JctIOtdl
166-30-7111
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wg;g
Og:~
:.li
'01.
04,
lImilod EIICllo
o 2. Supplemcnlol Roturn
Original ReIU'"
o 3. Romoinde, Rol"'tn
lfar dalol of doaln prior 10 12.13.02)
o S. Fodc,ol EUclo To" Rolllrn Roqui,od
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SIe
o .40. fulura Inloroll Comp,omho
Ifor dolo. of doolh oflor 12,12,821
06. Docodont Died Tollole 0 7. Decadonl Moinlolnod" Living Trull
(Allacn copy of Will) IAUaen copy 01 T,ull)
~ALL,.CORRE5P.ONDENCE:AND.CONF.IDENTIAL',TAX:JNFORMATION;SHO.ULO.BE.:[\IRECTEO.\TOi\(,"';;~"1\11(,j,..,~;j";:;t\i:t~h,.~"t:::V.\I'l,\\!.'l
HAM( (OMrUI[ MMINe, AOCUU
Edward L. Schorpp, Es . 36 South Hanover Street
"'''''ON' NUM'" Carlisle, PA 17013
( 717 243-3727
_ 8. Tolal Number of Sar. Dopa IiI BOkOl
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:0
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,
(I) 0,00
(2) 0,00
PI 0.00
14) 0.00
(S I 572,00
161 178.03
(7) 0.00
(8) 750.03
(9) 3,174,00
(10) 0.00
I. Roo' Ellola (Schodu'a Al
2. Slockl and Bondi (Schodule OJ
J. Clo.oly Hold SlockJPorlnanhlp InlorDlI (Schadu'a CJ
.t. MOrlooool and NOUta Recolvable IScnadule OJ
5. COlh, Bank Capos III & Mllcellonaaua Penonol P,ope'ly
(Sch.dula E)
O. Joinlly Owned Propo~l)' (Schodule F)
7. Tron.fo" (Schodula GIISchadulo L)
O. Tolal Grall Allellllolol L1nel 1.7)
9. funeral Exponsel, Admlnlllrolive C0511, Mhce!loneous
EkpOnSe) ISchodulo HJ
10. Oobll. MotlDoDa lIobilitlel, Lions ISchedulo I)
11. Talal Ooducllanl (lolal LII.a) 9 & 10)
12. Nol Valuo af EIlalo llino 0 minus llno 11)
13, Charilablo and Govornmonlal Boqualll (Schodulo J)
14, No. Vol" Sublacllo To, ILlno 12 mln" L1na 131
15. Sfioulal Transfan (for dolOl of daalh ahor 6.30.94)
Soo Inl!rUcllenl far Applicable Parcenlooo on Rovorlo (15)
Slda, (Includa volu.. Irom Schadulo K or Schadula M,I
10, Arnounl 01 lIna 14 IOll;obla 01 6% ralo (16)
(Includo volu.. from Schadula K or Schadula M,I
17, Amoun. of L1no 14 lo,obla 01 15% ro" (17)
[Includo voluos from Schodulo K or Schadulo M.I
18, Principal 10' duo (Arid 10' from L1n.. 15. 16 and 17.)
19. C,edill Spousal Povorry Crodil Prior Paymanll Ohcounl
(II)
(121
(lJI
(14)
3.174,00
0.00
0.00
0.00
0,00
)(.__1:3
0,00
)( .06 .:
0,00
)C .15 A
0.00
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0-
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(16)
0.00
Inloral!
+
+
(191
120)
0.00
~
0-
20. If lIno 1911 oroaler rhon Line 10, enlcr Iha differanca on LInD 20, Thll Is IheOVERPAYMENT.
t;i;! 0 .t4:r.r:l~IIIIl..1."'II..II.. "I'II!'III"ltll'."11'I"r.'T': ~.'I'llliII.l'I'lj~"III'I.lr"IPJD -m
1211
(21AI
(210)
0,00
Aoa"" 36 South Hanover St.
,17n1~
I'
Ad "8 .11 99' p"'"'' f., .h. ",,,1\,, ., .h. ... ..... Imp.." " · h. ... 00 '00 ., ..... I." .. .. 10<
tho uso ollho spouso. Tho ratos as proscrlbod by tho statuto will bo:
. 3'/' (.03) will bo appllcablo lor ostatos 01 docodonls dying on or altor 7/1194 and boloro 1"196
.' 2'10 (.02) will bo appllcablo lor ostatos 01 docodonts dying on or altor 1/1/96 and boloro 1/1/97
. 1'10 (.01) will ba appllcablo lor ostatos 01 docodonls dying on or altor 111'97 and boloro "1'98
. Spausallransfers occurring on or altar 1'1/98 will bo examptlrom Inhoritanco lox.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK t....) IN THE APPROPRIATE BLOCKS.
a. rololn tha use or Incomo of the properlY transforrod, ........,........,....................,...............:
" Did dacodonl moko 0 tronsfor and:
b, rotoln lho right 10 doslgnolO who shall uso tho proporty lronsforrod or llllncomo, ..........,....
c. retain 0 ravarslonary lntarast; or ...................................................,....................,..........
d, rocalva lho promlso for 1110 of oithar paymonll, bonofils or coro~ .................................,....,
2. If doalh occurrod on or baforo Docambar 12, 1982/ did dqcodonl wilhin lWO yaars pracodlng
daalh Ironslor flroparlY wllhoul rocolvlng adaquoto considorollon~ If doalh occurrod af10r
Dacambor 12, 1982, did docodonltransfor proporly wllhln one yoor of doolh wllhout rocolvlng
adoqualo consldorollon~,....,......"",......"........."".....""",."..",...,..".....,""'"''''''''''''''''''''
3. Did dacadonl own an 'In trust foro. bank accounl at his or hor doalh~..........,.............,.............
YES NO
."~
x
x
X
X
X
X
X
IF '(~E AN~WER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOOMUST:COMP.LETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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~ SCHEDULE E
CASH, IlANI( OF.POSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
~-_.
Planla Prlnl Dr Typa
rl[irNOMliell
.9"l~'"
'!i~1JI~
COMMOtlWU.UIl or rnut!\ylVAWA
lHIIlIU'^tftl 'Ml IUUkU
lISlOlflt DlctUlUl
ESTATe or
Nichols, Katrina
(A'i"I;;;p;i;};Wlv.~hii;;-iiiai'~'1i;;"'hi~7~'b;",ij;fc.~;d~-,;S;i;;;i~i;iI
-----
VALUE AT
DATE OF DEATIl
ITEM
NUMBER
DESCRIPTION
-----
---
,
-- ------
572.00
1.
Household fumish1ngs, appraised value.
TOTAL (AlsD anlar Dllllno 5, RacDpllulDIIDIl)
S 572.00
-"-'--
1^lIotll adc.llllollul BY," x 11" ,huh II more Ipot' II nudod,'
.. JlV,lSotUtll:.U, "
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CONoMONW(AUH Of rENNSYLVANIA
INHUITANCt tAX InUIN
U51DtNT D[CIDINT
ESTATE OF
Nichols, I<LItrina
Joint I.nanl(.).
A.
NAME
Mary E. Estep
B.
Paul M. Estep, Jr.
c.
Jolntly.own.d praporly.
SCHEDULE F J
JOINTLY-OWNED PROPERTY
FILE NUMBER
ADDRESS
44 Yellow Breeches Road
Carlisle, PA 17013
44 Yellow Breeches Road
carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Daughter
Son-in-law
ITEM LEnER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET 0/0 INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 4/8/94 Savings Account #139185-00, 534.07 33... 178,03
" Members 1st Federal
Credit Union.
TOTAL (Aha onlor an lino 6. Rocapilulallon) S 178.03
(If mora 'paco ;. neeclacl inlet' oclclilionol.hooll o/.ama .iza)
. ,
,
J,UH 7-9:, MOt! ~: 03 PM 1EMBEF:H ST
: t.:: :'~(i.
i~ 7'r1'~::;I~il;:;1
. ......
p,
J."
Members ~r
FEDERAL CREDIT UNION '
SHARE SAVINGS ACCOUNT:
Account Number/Suffix
Do te Opened
Principal Bolance at Date of Death
Accrued Interest to Date of Deeth
Name of Joint Owner, if any
1
139185 -00
4-8-94
5532.67
$1, 40
Marv E, E.tell
Paul ~l. Estep, Jr,
2
N/A
CHECKING AC~OUNT:
Account Number/Suffix
Date opened
principal Balance at Date of Death
Accrued Interest to Date of Death
Name ,of Joint Owner, if any
N/A
N/A
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Opened
Principal Bolance at Date of Death
Accrued Interest to Date of Death
Name of Joint Owner, if any'
N/A
N/A
CERTIFICATES OF DEPOSIT I
Account Number/SuffiX
Cartificate Number
nllra Purchased
Rollover Dates, if applicable
Valua, including interest at Date
of Death '
Name of Co-Owner, if any
Maturity Date
Interea t Rate
Accrued Interest to Dace of Death
N/A
N/A
:z '" ~'"
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CU Authorized Sig aeur'" ----_
.......
Eacate of KATRINA NICHOLS
Data of Death 5-29-95
Social Security No, 166-30-7111
7-17-95
DaCa
Ins. CIaima Administrator
Ti tIe
.
.
, .
llY-1S1I t.. 17.'"
ITEM
NUMBER
.
COMMONWEAltH or 'ENNSYLVANIA
INHU"ANCI lAX UIUIN
IUIO(NI DECEDENT
F
Nichols, Katrina
A. Fun.ral Expen.e..
B.
1,
1,
2,
3,
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
DESCRIPTION
Gibson-Hollinger Funeral Hare - funeral bill
Admlnlslrallve Ca.lI,
Po"anal Ropro.ontall.. Cammlnlan.
Social Soeurlty Numbor of Po"onal Ropr..onlall.o,
Voar Commissions paid
Allornoy F.o.
Family Exompllon
Claimant
Addron of Claimant at doeodont's doath
Slrool Addro..
City
,4, Prabato Fao.
C. MI.eollanoou. Expon....
1,
2,
3,
,4,
5,
6,
7,
0,
Rolatlanshlp
Slato Zip Co do
Plea.e Print or Typo
FILE MBER
AMOUNT
3,174.00
TOTAL (Also onlor an IIno 9, Roeapltulallon)
(If maro .paco I. noedod, In.orl additIonal .hoo.. of .amo .Ize.)
S 3,174.00
.
~~~..".-","""~_'!-"';'""-"'';';'\;''i~~,,,,...v~~~''A''''.'';I''''''-''''W-''''';'"""""'''~':'i'n.-.
/5 - '1.5 - ()
j
REV-1547 EX AFP 112-94*
CDI'IOM'ALTH Of' PElIfSYLVAHIA
DEPAIIUtEHr OF R[VEJrU
IURl:AU Of INDIVIDUAL TAXES
D(PT. 210601
HARRIIIURG, PA 171n-0601
ACN 101
NOTICE Of IHHERITANCE TAX
A~~RAISEHEHT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHEHT Of TAX
DATE 10-30-95
FILE NO.
DATE OF DEATH 05-29-95 COUNTY CUMBERLAND
HOTE. TO IHSURE ~RO~ER CREDIT TO YOUR ACCOUNT. SUBHIT THE U~~ER ~ORTIOH Of THIS fORH WITH YOUR TAX
~AVHENT TO THE REGISTER Of WILLS, HAXE CHECX ~AYABLE TO "REGISTER Of WILLS. AGENT"
REMIT PAYMENT TO:
EDWARD L SCHORPP ESQ
36 S HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A-..t RHltt...
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
illV:is4j-ix-AFP-nZ=94Y"iiiiYicinOF-YNHiii'ii'ANCi-YA'x-iiPPRiiisiiiE'ii'i'-,--,U.t"ciiiANCi-il-Ii-------------m-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF NICHOLS KATRINA FILE NO. 21 95-0545 ACN 101 DATE 10-30-95
TAlC RETURH WAS. I X I ACCE~TEO AS fILED
( I CIWIllEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto ISchedulo Al III
2, Stock. end aondo ISchedulo 81 121
S. Clo.ol~ Hold Stock/~ortnorohlp Intoro.t ISchedulo CI 151
4, Hortaogo.lNot.. Rocolvoblo ISchedulo 01 141
S. Cooh/hnk lJopoolh/Hho, ~or.onol Property ISchedulo EI 151
6, Jolntl~ Owned Propert~ ISchedulo fl 161
7. fran."". (ScMdul. g) (7)
8. Total A...t.
,00
,00
,00
,00
572 , 00
178 , 03
,00
leI
750,03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, funorol !Mpen.o./Adoo, Co.h/Hlle, E.pen... (Schedulo HI 191 3.174,00
10, Dobt./Hortaoge Llobll1tlo./Llon. (Schodulo II 1101 ,00
11. Tetol Deduotlon. 1111
12, Hot V.lue of To. R.turn 1121
IS. Ch.rltobl./Oovor~tol Boquo.t. ISchedul. JI 1151
14, Hot V.lue of E.t.t. Subjoot to To. 1141
NOTE: I~ an aBBeBB.ant WBS iBsusd praviouBly, lines 14, 15 and/or 16, 17 and 18
reflect ~1gures that include the total o~ ALL returnB aSBessed to date.
ASSESSHENT OF TAX:
IS. A..unt of Line 14 .t Spau..1 r.to IISI
16. Aaount of Line 14 taMable .t Lineal/CI... A rat. (16)
17. ~t of Line l~ taMable at Coll.taral/CI... 8 rat. (17)
liS. Principal Tax Due
~,174 oa
2.423,97-
,00
2.423,97-
11111
,00
,00
,00
X ,00.
x,06.
X ,15.
1181
,00
,00
,00
,00
TAX CREDITS I
PAYHENT
DATE
RECEIPT
HUIIIl E R
DISCOUNT 1+1
INTEREST I-I
AHDUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
,00
,00
,00
,00
. If PAID AfTER DATE IHDICATED. SEE REVERSE
fDR CALCULATION OF ADOITIDHAL INTEREST,
If TOTAL DUE IS LESS THAN .1. NO PAVHENT IS REQUIRED,
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REfUND, SEE REVERSE SIDE OF THIS fDRH fOR INSTRUCTIONS,I
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Rt:KRYATlO'h Estat.. af decedMh dyl". on or befar. DecMber 11, 191' .. 11 ..." future 1nt.r..t In the ..tat. h t,.....'.rrM
In ,0.....101'1 or ~Jo~t to Cia.. I (call,t.ra.) beneflcl'rl.. of the decedent I,t.r the ..,lratlon 0' MY I' tat. for
lIf. or far Y""" the eo-onw..Uh her"')' ....,...b' r..,",.. thI right to ...,.1" ... ...... ,,..,.f.,. Inhllrltenca lb..
It the l~ful el... . (collat,r.l' r.t. on ~ such future lnt.r..t.
PIJIPllS( ..
NOTICE. To fulfIll the r~lr..-nt. of Section Z14D of the Jnhlrlt~. ~ Eat.t. TIM Aot, Act IZ of ."1. 72 P.I.
hollon 2140.
PAYtmtTI o.tKh the top portion 0' thh NoUel MIl ,ue.lt ..Ith your p.~t to tM Regilt,,. of WIU, printed on the raver.. .Ide.
ufWl. chKk or -.oM" order pI...11 tal REGISTER OF MILLS, AGEHT
All pIYMnh nc:alvlld ...11 fir" be Ipplled to "'1 Int.ra" WiSch ..y be dlM with "'1 r_I,.,. appll'" to the tax.
AUtIGI (CRh " refund of . tax credit, which VII' not r.....ted on the Tu A,turn, ... be requllhd by cOIIplaUng ... "Appllcatlon
for Refund of P~.vlv.nl. I~rlt~a ~ E.tltl Tax- (REV-ISIS). Apptlcatlon. Irl av.II~la It the a"lca
a' ~ R.gI.tar 0' Will., ~y 0' the IS R.v~ DI.trlct a"lc.., or by oalllna tha .paclal Z4-hour
.,....rll"llll ..rvln ~r' 'or 'or.. ordarlnal In ""'-vIVWII. 1.loa-36I-zasO, Ol.Ihlda PemllYIVWlla and
within local HtlrrlNur. .raa (717) 711-8094, TODI (717) nZ-ZlSZ Ututrll"llll IlIPllract Onh).
DLlECTlDHSI Any plrty In Int.ra.t not uthflad with the ...ralaaaant, aUOIMnCI or dl..Uowanc:. 0' cMductlon., or .....--.t
cf tax Clnoludlna discount or Int.r..t) .. ~ on thh Notlc. ...t obJaot within .hely caD) daYI of racalpt cf
thl. Notlca by.
--wrIUan prot..t to tha PA Dep.rt.....t 0' R.v...,., Soard of ApfN..., Dept. lIlOU, Hlrrl.....Io'I' PA 17UI-lDZl, OR
--llactlon to have the ..tt.r cMtaralnad It IlUdIt 0' the leCOU'It 0' the p.r'ONI npr...,t.tlv., OR
--1ppU1 to the Drphwl.' Court.
AllI""
IITRATlYE
CORRECTIONS.
INTERESTr
hotual .rror. dhoovlrad on thl. ........"t Ihould ba addr...ad In .,rltlng tal PAt EMplrtMt'lt cf R.venue,
Jur.au of Individual Tax.., ATTN. Po.t A....lllnt R.vl... unit, Dlpt. 110601, J~rrlaburl, PAt 171ZI.0'01
Phone (717) 7.7.6505. Sea page 5 of the book..t "Jnstructlon. for l"""rlt~1 Tax Rlturn 'or. R..ldant
D1c~t" (REV-1S01) 'or an IkPI~tlon 0' adllnl.tratlvaly correctabll arror..
If any tme dUll .. Plld .,Ithln thr.. U) calandtlr ..,th. aU.r the ~t.. duth, I IIv. parcant cs:n dhcount of
the tax p.ld 1. .110Nad.
Jnt.,.ut II chlrgad batllmlng .,Ith 'Irst der a' iMUnquancr, or nlM (9) IIOnth. and ana (1) dar 'rOl the data 0'
death, to tM deta 0' pa,.."t. Tax.. which bee-. dlllnquant bI'or. .Jw..ary I, 1912 ba.r Int.rut at tha rata of
.he (.x) parcant par IfV'IUI calculatad at . dalJY rata 0' .010164. All taxi' which bee... dlllnquant an and IUar
January I, I'll will baar Int.r..t .t a rat. which .,111 vary 'rOl calendar r..r to c.lendar r..r .,Ith that r.t.
~ad by the PA o.p.rtaent of R.v~. The ."II~II Int.r..t r.t.. 'or 191Z thrOUGh 1995 .r'l
DISCOUfT.
~ In tara It Ra" D.llv Int.r..t '~tar ~ Jnhrut R.ta D.llv Int.r..t Factor
1911 In .111541 I.., ox .DDOZ47
1915 1U .01Usa 19&1-1"1 IIX .0DDsal
It.. 111 .UUOI It.. ox .IIIIU
1915 ISI . DlDS" 1995"1994 7X .IIDlt!
UN 101 .GIGZ14 1"5 ox .IIGI47
--Jnt.ra.t 1_ c.lcullted .. 'allow'l
IHTERE8T . BALANCE OF TAX UKPAID X NVKIER OF DAYS DELINQUENT X DAILY IHTERE8T FACTOR
--Any NoUce In"'" .U.r the tllC bIe_. delinquent .,111 ranact an Int.ra.t nlcul.Uon to ,1ft.." (15' ay.
barond thl d.t. 0' the ....._It. If p.~t I. ucla .U.,. tM Int.,.... coaput.Uon data shoNn on tha
Netic., additional Int.r..t au.t ba catcul.tad.