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HomeMy WebLinkAbout95-00606 '. i~cA /11- '11 - /.2- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) Rl'V.1500 u. 11.lul \ ( l!! i~~ ..~.. lillfi ='" 8~ 5iJ 1. Original R,'urn 0 2. Supplemental R,turn o A. lImlttd Eltal. 0 AD, FulurI Inlt,,,t Comproml.. lv/l.L NOT I'trof.lIlTED (for dolo. of doo.h oflo, 12.12.B21 rgJ 6. O.e.d.nt DI,d TIllo'l 0 7. o,e,d,nt Molntalntd a Living Trull (Alloch copy 01 Willi (Alloch copy of T,ull) 'CORRn NDINCI 'AND CON.IDINTlAI; TAX INPORMAnON SHOUI;D 81 DIRICTIDTOp";;fi~~~W.lil" (OM'1I MAlliN A II W/t..L1IlM /-/, KI,..f'Lt: lfi lil fd '" ~',v , ..,.,. COMMONWU.l1H Of P(NHU1YAN1A DEPARTMENT Of R(VENUE OIPJ. "0601 HARRIUUIlO. PA 11 2I.060t DEe EN" NAME IlA' . III . AND MIDOll IHI IAll Kl/OPL.E we'At UCUllnv NUMllII 1'15' - 07 - 7s-g' III "hIUIUIIUhlY!HO ..ouu., ,.,,"', "All. 1,1" AND IoIl00\IIHlll"'1 fIllPHONl NUMIU -, ~ I 1. Rool hlolo 15chodulo AI 2. 510ck. ond Bondo (5chodulo BI 3. Cloooly Hold 510ck/Ponno"hlp Inloro.' (5chodulo q .c. Mortgag.. and NollI R.c.lvable (Sch.dull 0) 5. Cash, Banll O'pOIIII & Mlle.llon,ouI P.nonal Prop'r1y (5chodulo E) 6. Jolnlly Ownod Proporly 15chodulo '1 1. T,ono'", (5chodulo 0) (5chodulo II 8. Tolol Gran An'lI (Iolollln.. 1.7) 9. funllal Exp.ns.s, AdmlnlslratlYI CoStl, MlsClllan,ouI bp.n..s (Sch.dul. H) 10. Dobl., Mongogo 1I0bllllloo, lion. (Schodulo I) 11. Tolol Doducllono (Iololllno. 9 & \0) 12. Nol Voluo 01 Eo'olo(lIno B mlnuollno 111 13. Charllabll and GOYllnm.nlal a.qu,sIS ISth.dul. J) 1"'. N.t Volul Sub.et 10 Tax lInl 12 mlnuI lIn. 13 15. Spousal Trans'.n (for dolll of d.oth aft., 6.30.9"') 5.. Inslruetlons for Applltabl. Parcenlog. on R.Yln. Side. (Indud. volu.s Irom Sth.dul. K or Sthedul. M.) 16. Amount of lIn. 1A loxobl. at 6% rol. (Indude yalulI from Sch.dule K or Sch.dul. M.) 17. Amount of line I'" toxobl. at 15% rat. (Indud. valulI from Schedul. K or Sch.dul. M.) lB. P,lnclpol.oo duo (Add 100 from lIno. IS, 16 ond 11.1 19. C,.dlll Spousal POy.rty Credit Prior Paym.nll + z ~ f . 8 a cWl COUNTY CODE DEN' M'l 0 I OETHIl'J't VIL.LIl~e :125 wESL.ey DI\'IVE ME 11ltfo/ICS tJlI/T(;. ;>"1 COllnl AMOUNT II CE VID IIU I IU "IONI' :1 't HIDDe~ /fOCI-(ESTI:If, III 121 PI (4) (51 (6) 171 S82.,/{) Il.JS !.fWI, 7(, , 20. 1I11no 191. groolor .hon lIno IB, on'or Iho dllloronco on lIno 20. Thlt IOlho OVEAPAYMENT, IiID 21. If lIn. 18 II greatll thon lIn. 19, Inlll the difference on Lln. 21. This II the TAX DUI. A. Enter Ihelnl.,est on Ihe balonc. due on line 21A. B. Enlor Iho'ol.1 olllno 21 ond 21A on lIno 218. Thlt I.,ho BALANCE DUE, Mob Check Payable tal A.gl,tll of Willi, Aglnt 19) (10) 5 'J 12, (.S 3'1 'I. 0 ll' (IS) (161 (111 1'-/0 352.11 , Dlscounl + 42/ OL Inl.rest CI",ck t\L'le II you C111' f1'qUI'\1l1l11 u It.fund of YOUI oVl'ifluynll'llt AOOIUI :r'l HIPD;;IV IfOCHE<;TPn , VIlI.L.EY tiP. NY 1'/'2~ 'OA OATIS O' DIATH Ani A 12/31191 CHICK HIAI IF A SPOUSAL 0 POVIRTY CAlDIT IS CLAIMID FIll NUMBIR 9.1) VEAR 6o~ NUMBER /7tJ5!i o 3. Remolndlt R.furn Ifor doloo 01 doolh prior 10 12.13.B21 o 5. federal Eslall Tax R,'urn Required ..Q. 8. Tolal Numb., of Sofa Dlposlt Bous .jf~""''\\;; " v Ij Lt.I:Y If D. N,! 1"1'2'1 (BI I 'H 0 f.] . lrl. , Ill) 1121 (131 114 S" /"10 , 71/. 352 73 11 x._- )( .06 . f?W2.I./3 )( .15 . (IB) X 42.1 13 '121.0L 8' 0 cJ n. 0"7 (19) (201 (21) 121AI (218) 5('000,0"7 LAST WILL AND TESTAMENT m: GLADYS H, RIPPLE I, GLADYS H. RIPPLE, of the Borough of Camp Hill, Cumber- land county, pennsylvania, being of sound and 'disposing mind and memory, do hereby revoke all prior Wills and Codicils made by me, and do make, publish and declare this to be my Last Will and Testament: ITEM I: All inheritance, estate and similar taxes becoming due by reason of my death (hereinafter collectively referred to as "Death Taxes"), whether such Death Taxes shall be payable by my estate or by' any recipient of any property, shall be paid by my Executor out of the property passing under ITEM III of this will as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers of appointment shall be included in my estate and shall be governed by the provisions of this Will, ITEM III: I give, devise and bequeath all of my property, real, personal and mixed, to my son, WILLIAM H. RIPPLE, or, if he ......!;. t "/1 I ....-.~ 1 . , " -. .'. ,;. ~ - - " does not survive me, to his wife, JEAN K. KIPPLE, or, if she also does not survive me, to my grandson, WILLIAM K. KIPPLE, or, if my said grandson also does not survive me, to such issue of my said grandson as may be living at my death, per stirpes, or if no such issue are living at my death, then as follows: (a) One-half (1/2) thereof to the OTTERBEIN UNITED METHODIST CHURCH, presently situated at 310 Peffer street, Harrisburg, Dauphin County, Pennsylvania, to be used as the said church sees fit; provided, however, that if at my death the said church has ceased to exist as a separate congregation, then this portion of my property shall be distributed to the BETHESDA MISSION OF HARRISBURG, presently situated at 611 Reily Street, Harrisburg, Dauphin County, Pennsylvania, to be used as the said organization sees fit, (b) One-half (1/2) thereof to the BETHESDA MISSION OF HARRISBURG, presently situated at 611 Reily street, Harrisburg, Dauphin County, pennsylvania, to be used as the said organiza- tion sees fi t. ITEM IV: No interest in the income or principal of my estate shall be assignable by, or available to anyone having a 'o.t. <- , \ '...., , " :'.. I -2- ,. claim against, any beneficiary of my estate before actual payment to the beneficiary, and no part of the income or principal of my estate shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary's actual receipt thereof, My Executor shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary of my estate and without regard to any claim thereto or attempted levy, attachment, seizure or other process against the said beneficiary. ITEM V: Any person who shall have died at the same time as I, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. Any person, other than me, who shall have died at the same time as any then beneficiary of income of my estate, or under such cir- cumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased such beneficiary, ITEM VI: In the settlement of my estate, my Executor shall possess, among others, the following powers, to be exercised for the best interests of the beneficiaries: A, To retain any investments, whether real or personal property, including any shares of stock or other securities of my Executor or of a holding company controlling my Execu- tor, which I may have at my death, for so long as my Executor may deem it advisable for my estate to do RO. '.. .~ ...( "-: , .' , -3- <_-n"_:,_""'''-' ~ - ,-.,,_.--< B. To vary investments, when deemed desir- able by my Executor, and to invest in all forms of real and personal property, including such stocks, bonds, notes, real estate mortgages or other securities, including common trust or investment funds operated by my Executor, and stocks, bonds, time deposits and other funds of my Executor or of a holding company controlling my Executor, as my Executor shall deem advisable, all regardless of any limita- tions imposed by law on investments by executors, any principle of law concerning delegation of investment responsibility by executors, or any principle of law concerning investment diversification, c. In order to effect a division of the principal of my estate, or for any other pur- pose, including any final distribution of my estate, my Executor is authorized to make said divisions or distributions of personalty and realty partly or wholly in kind, said assets being divided or distributed at their respective values on the date or dates of their division or distribution, In making any division or distribution in kind, my Executor shall divide or distribute said assets in a manner which will fairly allocate any unrealized apprecia- tion among the beneficiaries. D. To sell either at public or private sale, upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal property or interest therein owned by my estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust, and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or salesl and also to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in this will. . V,. 1'. ;t. (; _j' . . , , .. -4- ~". :~~; E, To mortgage real property, and to make leases of real property for any term, F. To borrow money from any party, includ- ing my Executor, to pay indebtedness of mine or of my estate, expenses of administration, Death Taxes or other taxes, G. From the same source as from which Death Taxes are to be paid in accordance with ITEM I of this Will, to pay all Death Taxes or other taxes, and expenses, costs and charges in connection with the administration of my estate, and my Executor shall pay the expenses of my last illness, funeral and burial. H, To vote any shares of stock which form a part of my estate, including any shares of stock or other securities of my Executor or of a holding company controlling my Executor, and to otherwise exercise all the powers incident to the ownership of such stock, and to actively manage and operate any unincorporated business, including any joint ventures and partnerships, with all the rights and powers of any owner thereof, including the power to incorporate the same. I. In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the merger or reorganization of any corporation or company whose securities form a part of my estate, including my Executor or a holding company controlling my Executor. J. To assign to and hold in my estate an undivided portion of any asset. K. To hold investments in the name of a nominee. L. To compromise claims and controversies, and to abandon any property which, in my Execu- tor's opinion, is of little or no value, M. To partition, subdivide or improve any real property in which my estate may have an interest, and to enter into agreements . '." . _.~ .,' .{". ( . " '. ...... /~ ." ... ~ -5- f concerning the partition, subdivision, improve- ment, zoning or management of any such real property, and to impose or extinguish restrictions on any such real property. ITEM VII: If, at any time, any minor shall be entitled to receive any assets free of trust by renson of my death, whether payable hereunder, by operation of law or otherwise, I appoint CCNB BANK, N,A., with primary offices in New Cumberland, Cumberland County, Pennsylvania, as Guardian of such assets authorized by law payable to such minor. The Guardian may receive, administer and shall have full authority to use such assets, both principal and income, in any manner the Guardian shall deem advisable for the best interests of the minor, including college, university, graduate or other educa- tion, without securing a court order, The Guardian shall have all tHe rights and privileges in its capacity as Guardian as are herein granted to my Executor as to my estate, ITEM VIII: I hereby appoint my son, WILLIAM H. KIPPLE, as Executor of this Will. If for any reason he should fail or cease to BO act, I appoint the aforesaid CCNB BANK, N.A, as Executor of this Will. All references in this will to my "Executor" shall refer to my aforesaid Executors, individually or collectively, ITEM IX: Any Executor or Guardian shall qualify and serve without the duty or obligation of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with its standard schedule of fees in effect when the services are rendered. '-.( " ( /. t. ,': -6- IN WITNESS WHEREOF, I, GLADYS H. KIPPLE, herewith set my hand and seal to this, my Last Will and Testament, typewritten on eight (8) sheets of paper, including the self-proving attestation clause and signatures of witnesses, J.I'<O also written my name, this . ,- day upon each sheet of which I have of June, 1989. ?,,.: . I 'AI /Ul'f1' t't',..., / . Gladys H./Kipple -1''1;' I- " /c.. (SEAL) , ." .,,' .,til} On this ~ day of June, 1989, in our presence, GLADYS H. KIPPLE declared to us, the undersigned, that the foregoing instrument was her Last Will and Testament, requested us to act as witnesses to it and to her signature thereon, and thereupon signed said Last Will and Testament, We now, at her request, in her presence, and in the presence of each other, believing the said GLADYS H, KIPPLE to be of sound mind, hereby sign our names as witnesses. "J;...-:~~~;~~-l-:.-::j ,,0:.':;/0-;. residing at +11 v '7,~,d.~,'k. '~;:l.y~ 7-,b"~yb,(t ) )(,1. < 't:/." '1h ,.-:It.),,!....L residing at /?1J ~ R~.'(. J/.':J-b'l, If" A It~('Ii...ILI"1(,1 r:? , COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF DAUPHIN ) I, GLADYS H. KIPPLE, the testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the said instrument as my Last Will and Testament; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by GLADYS H. KIPPLE, the testatrix, this 2'~ day of June, 1989. JoI' . ._c.''\--:~''''i~.' -'II , , - -;r) , ,': '--}",L!.L.. .,. (Notarinl Seal) Gladys H,_Kipple ,.- ')-';L~~i'~~~ P~b'i'i~~ /', I, ) . j'/:TI\':!,":, ~=',~ -"--1 I<C)'w,~q ~;:l'~ ,,':t.,~. ';:',.-:','h~~~ HJnl~~rc. to.; ~':'.'~';::l (CUt~:i' My CcrJ:trj~!Cn ~~.!.i.; lloJ~ 1,~, 1~:~'Z J -7- COMMONWEALTH OF PENNSYLVANIA ) ) 55: COUNTY OF DAUPHIN ) WE, h-aNK 1-. ~kj~Jrl and LllII,{/IA Ill. ....r:;~d".I.. the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the said instru- ment as her Last will and Testamentl that the testatrix signed it willingly and executed it as her free and voluntary act for the pur- poses therein expressed, that each of us, the subscribing witnesses, in the hearing and sight of the testatrix signed the said Last will and Testament as a witness I and that to the best of our knowledge the testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence, kV,.; <1 1ft :L "!.:J. day Sworn to or affirmed and subscribed be fore me by h"~' k /-, and -Aj".-l-h~ ,t<. '-r:j. ,'I,"'" , the witnesses, this of June, 1989, fh:~~~::~'~ -lC~~~1i4 Witness - ))t.ti ',rl.,.. it/..,. ...1a..u'.k.~j.:'./ Witness (t:otar ia1 Seal) /' I . J' .' I ,).-\. ~"'-c, I:',. 1\1 ....( tv..._) l t ,... ~ ) / 1 Nqtary Public , , -8- 1l\lISOlI" (J.l7I 9..At.,~ ~ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plla.1 Print or l' I F E NUMBER ATE OF COMMONWfAUH O. 'fNNSYlVANIA INHIIIYANCI 'AX .nUIN I"IDIN' DICtDIN' CrL 11/)'15 H. KIIOI"LE (All pr....rty Iolntlv-own." with tho RIghi .f Survlvonhlp mutt be "1,eI...d Oft Sch.dule '1 ITEM NUMBER I. 2, 3. DESCRIPTION VALUE AT DATE OF DEATH CASH 8' '}..,IO CL.()THIIVfr 200,00 v-F-lVe L ft'l 'J 00,00 $ SS2.,/O I""och oddltlonal ew" )( 11'" .hee'l If mor. Ipac. II n..d.d.) . IIV.ISotlhIU-IfI '* COMMQNWlAUH 0' PINNSYLVANIA INHUlTANCI TAX 'U!fUIN .UIDeNT DeCeDINT SCHEDULE F JOINTLY.OWNED PROPERTY ESTATE OF Fill NUMBER (;L A D'tS H, /(lI",oL t: Join' 'onan'(olo A, lvlLt. I;",.., NAME /-I, KIPf>Lf - RUATIONSHIP TO DECEDENT SO~ ADDRESS '311 HI DDEN VAl-LEy 11'p. ~OCl-/eS TF./f NY 1'1(.2"1 , B, c. '. Joln,lv-owned propertv. ITE~R LmER DATE FOR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 7/11/(1'1 7, ITOW!: PltlC.E V, $, /1,021,02 ~O SSIJ.SI TIt6AScJ~Y f101ll/!'t Mh~l(E1 I-tCCOUIoJT NO, b/oo 21. 'f02-S ACCITUl!D /^'T. 7/IJQS-7/u/9S JS,OI SO 17,51 2, .lj 7/11/87 lSO II, S. TlfellSu~ y f.l tJlJDS H,!- LfSJ, 12 so 11'-1 72.'. S, , IS5VED II/IS /77 MI'oTcJtrl^'G '1/IS/07 7.875 ?, I A.I r. P""D 5/IS 4- ^" 0 1/ /IS I,CC./tVED INT, S/,S/9; - 7/21)11$ 3 Sscl.13 SO , 77'1, 97 J. II '/')./11'1 PIVC "" IV/( ClieC/(IIoJ(, , 8 U, 2' So 3'1'1'1, IJ !tecT, NO, 51-..,0IS-94'2 ~C.CtT Ve /) INT. 7Inl?s- 7/UJh. lj,/7 SO 2.,08 . TOTAL IAho on'o, an IIno 6, Rocapllulollon) 51'15 481,7' (IF more 'pace i. n..ded insert additional ,h..ts 01 same ,i,.) IIVI\III1'I'UI ESTATE OF . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWIAI'H 0' 'INNlnVANIA INHUIfANCI lAX .nUIN IUtOINf OICIOfNI crL.A{)'IS H. I< II" f' 1..1; ITEM NUMBER A. Funtral Expenltll 8, 4. C. 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION 1. W, HOME , OltVIL.L E FIJNE,.UIL. I(IMI'1EL FCJl\le~AL SettVlCfS 1, Admlnl.tratlve Callll Personal Reprolenlallve Comml..lanl Social Seeurily Number of Personal Reprelenlallve: Year Commtntonl paid 2. Allarney Fee. 3. Family Exempllon Clolmanl Addre.. of Claimant 01 decedenl'. dealh 51 ,eel Addre.. Relalion.hlp City Slale Prabale Fee. J '.OM ""' 0' ,,,. r NUMBER AMOUNT lIVe, 5"2 '15, '0 Zip Code MI.eellaneaul Expenlell ftEG'~Telt OF IV/t..L.S OF CVMt'JEttl-AAlO COtlNTr FII-/N6 FeE IT/! INHEItITIlIv'Ct: r....~ ItE Ttlt?1V lv'I-I..II\M H, Klfl"l-E . Y"HOTocory E)I f'elVses I~, 00 2., OS TOTAL (AlIa enle, on IIn. 9, Roeapltulollan) (If mare 'pace II needed, In.ert addltlanallhutl of lame Ilze.1 S ~312.,(S i~:C~ ~~' ~f~ 1f". l1Y:,". t:";,. .\i;: ~' iF f:1t "i:.'i ":.""':'1""1* COMMOHwrAUH o. PlNN'''YANIO\ INHflltlHCI JAIII'UIN IUIOIN'DICtDfNT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI.a.. P,lnt ar T . FlU NUMBER ESTATE OF (,.LIlDY.s H, K/(:Jf'L.E ITEM NUMBER DESCRIPTION AMOUNT 1. H"It~'Sf3vlt(r ffItDIOL.OCr'l /fSSOCIIlTES _ DEBT 0,: Dec, 2'/, dO 2, 3, '1, I't/..EtfT f'Hl'lttMItCY - bEeT OF DECEDeNT SVE CAItIt - DeIJT OF DeCEDENT '11,38 12,00 MS.TIt~f'(Jt./TItN MEDICAL INC. - DEIJT OF bECED, 153,00 s, I3L.VE c.ItOSS - I3Lve SIIIe!./:) - IJEIJT 0': D~Ceb. II j, ,70 TOTAL IAho on'er on line 10, Recopllulallon) (II mar. 'pace Is n..el.el, ins.rt additional .h..,. 01 sam. sin.) $ 3"'''.08 . _(v.un ,.. IU7J . COMMONW!AtlH 0' "NNULYANtA INH""ANe. lAX _nU_N IUIOINT D'C'DINI SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ITEM NUMBER AMOUNT OR SHARE O' ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1. A. TaKabl. B.qUIIIII wILl-1M,! H, JLf I-/IP DEN /'ro(.HESTEft, ENrl~e ESTIlTE klt"l"l-f VIl!-l-CY ~Q NY 1""2'1 SON ; ITEM NUMBER AMOUNT OR SHARE O' ESTATE NAME AND ADDRESS OF BENEFICIARY B. Charllabl. and Governm.ntal B.qU'1111 1. TOTAL CHARITABLE AND GOVERNMENTAL 8EQUESTS (Af.o onter on IIno 13, RocopUulotlonl S (If more .pac. I. n..d.d, Inllrt addltlanal .h..t. of .aml 1111) , ,,_ _ ~ 4.... __ ~, . . , 1:. . '!"""';'>, "', " " ;----------------------------------------------r- . ~ .." '," ".,. "" ' ''',' "c.;".','l<,~'.'::\;';t.:...'.n':"'.1:c'.:<"., .',:,.. ';,,' , " '_',' ",', ,';,,, DNo.AA 048t11'(':WF~~~p~tt:!:t~~:R~~~:YLVA~IA; r::::~:- _ '!' t, , . '. ' OFFICIAL R'ECEI" . PENNSYLVANIA INHERiTANCE AND ESTATE TAX ' : ," " : ..."..11/....' _ i' -',:;'"..;" "">'~~~ti ' ~ RECEIVED fROM. & ACN ASSESSMENT '=' CONTROL ... NUMBER AMOUNT WILLIAM H KIPPLE 34 HIDDEN VALLEY RD lut .t1, uuu. u., ESTATE INFORMATION. eI FILE NUMBER 511 e 1-19915-0606 S NAME Of DECEDENT (lAST) II DATE OF PAYMENT fa POSTMAR COUNTY 'O(OH'" ROCHESTER NY 146e4 BSN 1915-07-715S9 IFIRSTI (Mil DATE OF DEATH WILLIAM H KIPPLE m TOTAL AMOUNT PAID REMARKS / REGISTER OF WILLS \ ",' " n _ _7"'": _ _ _ .) RECEIVED BY //( /Id.f/! . .".J,>H~.:.1 .r:J.:.... -.:/ SIC!NATURJ /.~ _;.:_ " ),,'" i/ ,,<) (.1"../. "-,J MARY C. LEWIS REGISTER OF. WILLS -a.000.07 DO SEAL CHECK" 671 / / ..---'-=--....,."--........-....,=.....,,,.--,-....';'".:-:--~---- -.....- ----- - ---,....-.,- - --T~~---;-.--- " \' ~, ' .... t .' , .. i~-~- . -:..~ j- .,.,..... ~.-~~_ 1 _ _ ~ .....:- , /5- '1et;/;}. ~ REV-1547 EX AFP (12-94* COtttOIMAl TN (W" POMYLVAHIA DD'UTlD'T DI" R[Y[)U; IURUU Of INDIVIDUAL TaKEI DlPT. tlUIl HARAIIIUAG, PA 17l11.,'al NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ACN 101 DATE 11-06-95 FILE NO. DATE OF DEATH 07-20-95 COUNTY CUMBERLAND HOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUlfT, SU8ltIT THE U~~ER I'ORTION OF THIS FORN WITH YOUR TAX ~AVHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: WILLIAM H KIPPLE 34 HIDDEN VALLEY RD ROCHESTER NY 14624 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AIIount RHIt tM! CUT ALONO THIS LINE ~ RETAIN LOllER PORTION FOR YOUR RECORDS ..... iiE'lj: iii'4riif"AFP-iiZ":94Y-iliffici--ciJ;-i-riiliiiii'iiNcE-YAx-A-PPRA'isiifiili'-,--AL.i."ciwANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KIPPLE GLADYS H FILE NO. 21 95-0606 ACN 101 DATE 11-06-95 TAX RETURN WAS' (X I ACCEPTED AS FILED I I CHAHOED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I E.t.t. ISchedul. AI III 2. Stock. and Bond. ISchedul. BI 121 S. Clo..ly Held Stock/p.rt...rahlp Int.r..t IScheduI. CI 151 ~. Horto..../Hot.. Rac.lvabl. (Schedul. DI (~I S. Caahl88nk DepoaUI/Hhc. P.r.anal Property (Schedula EJ (S) 6. Jolntl~ Dwnad Propart~ ISchedul. FI 161 7. Tr~.f.r. (Schedule OJ C7J a. Tot.l A...t. .00 .00 .00 .00 5S2 . 10 145.481.76 .00 tal 146,063.86 APPROVED DEDUCTIONS AND EXEMPTIONS: 5,312.65 9. Funaral EKPen.../A~. Coat.mllo. Expen... (Schedula HJ (,) ID. Dabt./HortGag. Llabllltl../Llan. ISchedul. II 1101 399.08 11. Tohl DaducUon. 1111 12. Hat V.lu. of T.. R.turn 1121 IS. Ch.rltabl./Dov.rnaant.1 Oequolt. ISchedul. JI 1151 l~. Hat V.lue of E.t.t. SUbject to T.. II~I NOTE: If an aDDaDD.ant waD iDDuad praviouDly, linoD 14, 15 and/or 16, 17 and 18 will rBflact figureD that include the total of ~ returnD eDDeDsed to dete. ASSESSMENT OF TAX: IS. ~t of Line 14 at Spou..l rat. (15) 16. A.ount of Line 14 taMabla at Lin..I/CI... A rat. (16) 17. ~t of Lin. 14 t.M~I. at Coll.t.raI/Cla.. 8 rat. (17) 18. Principal Tax cu. 1;.711 7:01 140,352.13 .00 140,352.13 . DO X' DO. 140,352.13 X.06. .00X.15. 1181 .00 8,421.13 .00 8.421.13 TAX CREDITS: PAYHENT DATE 08-10-95 RECEIPT NU"BER AAD48111 DISCOUNT C'I INTEREST C-I 421.06 AItDUHT PAID 8,000.07 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 8,421.13 .00 .00 .DO . 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 DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I f- ~ '\ , '.. C:;, I ,--"1 f._ u.; 1'\ 1;' ...; :J GO REIDYAIIONI E,bt.. of decedent, ctwlnt on or M'or' ~r 11, .'11 .- Sf MY future In,.,...t In the .,tat. 1. tren"lrrlld In po.....1on or -njo~t to Cl... . Ceolletar.l) bene'lo..,... of ~ ~t 1ft.,. the 1.1,..tlon of MY ..,.t. for 11'. or for y..r., the C~.1th Mrllby I.UUtv UMrY" the rlllht to IPPr,'" ... ...... tun,'.r IrlMrltWlCI Tax" at the I,-'ul el... . Ccolllt.r.l) r.t. on ~ .uch future lnt.r..t. P\IIPlISE OF tllllCEI To luU111 the ,...,1,....". of Section 1141 0' the Jmerlhnce Md [It,t. fa Act, Act 21: of 1991. 72 P.I. IMUon 1140. "'nEXT1 Detach the top portion of thh MoUce ... .w.lt with YOUr" p.~t to the A....t.r of MUla pr1nt~ on the rwerte ,... ....... -=heck or .,.,.y or.r p.~l. tal REGISTER OF MILLS, AaEKT All ptIPMtl rHalved ...U Ur.t be ...11... to "'11' Intar..t which -v be dull with ..._ rMelnder IIPPlJed to the tax. RUUND (CAli. nfwtd of . tu cr.1t, -.Ich .... not r.....ttld on the Tn A.turn, .., be ,....u..,.. by c...l.U,. WI -AppllnUon far Refund of Penn,vlv",.' Inherlt~. ~ E.tet. 'ax" (REV-ISIS). Appll~tlon. el'" ~II~I. et the Dfflc. of the A..I.t.r of Will., ~ of ~ 1) AIVInUI al.trlat Dfflc", or bv c.lllng th4 specl.1 24-hour In.wlrlng ..rvlc. nueblr. for for.' orderlngl In PInn.ylvenl. 1-IOG-S6I-Z0SG, out.lde Penn.vlv~l. ~ Ildthln local Hlrrllburl '1"" (711) 717-laM. TDDt (711) nt-un (....rlng J..lred DnbJ. DLEClIDNSI Any p.rty In Intlrllt not ..tlsfled with ttM ...ral..-nt, IU__ 01" dt..Uownce of dlckM=t1on., or .........,t of tax (Including dllCCd\t or tnt.rllt) .. show! on thl. NoUe. ...t obJlClt within .h(ty ('U day. of racelpt of thl. Hotlc. bYl --wrlttln prot..t to the PA Dap.rm.1t 0' A.vlnUl. IoIrd of AppeIh, Dlpt. 211111. Hal"rllburl. PA 17UI-1I11. OR --election to MYe the .tt.1" det.r.IMd It MMlIt of tt. KCOU'lt of the paraonal rapl".....t.Uv.. OR ..."..1 to the Drphln.' Court. AD'UM IITOllVE CORREClIDHSI Feotuel .rron dllCov.red on this .........t shoUld bI 8ddr..iIId In writing tal PA DIp.rtNnt of AIVInUI, lureau of Indlvlduel T...., ATTHI Po.t A.......nt A.vl... unit, Dlpt. 110'01, HarrisbUrg, PA 171'.-0'01 Phone (717) 717-6501. 5.. p... S of the bookl.t "In.tructlon. for J~rltanc' Tax A.tum for I A..ldlnt Decldlnt" (REY-IIOI) for In .xpl~tlon of ~lnl.tt.tlv.lY correctable '1"1"01"" If any tn due II p.ld within thr" (S) Alandlr IlDnth. .ft.1" the daudlnt'. dMth, . flv. parc...t (n) dhcOWlt of the tax p.ld I, allowed. D I SCOlI(T I IffTOflTl Int.rllt I. chIraad begl,..,l". with first d.y of del1nquancv, or nll1ll (,) IlDnth. ~ OM (1) day fl"_ the dIIt. 0' dMth, to thl dlt. of p.vaant. Tu" whIch __ delinquent blforl Januery I, 1911 bear Int.rllt at thl rlt. of ... (62) percent per .....u. Cllcuhtld It a dilly r.t. of .0001604. All tax.. Wllch bec_ dlllnquant on and aft.r J....ry ., 1911 ..Ul M'" Intlrllt It . nt. which wUl Vlry froe C11land1.. veil" to c.landl.. V.... with thlt nt. announcld by thl PA DIp.rtNnt of A.v~. ThI appllcabl. Intlr..t ret.. fa.. I'll th..ough 1991 '1"" ~ Int.r..t R.t. a.llv tnter..t Factor !!!!' Int.r..t R.t. Dallv tnt.r..t Facto.. .'11 ..X .GUMI 1.17 OX .IUl47 1'" lOX .uoO. 1'11-1". IIX .UOSII 1'" IIX .OUsal I"' OX .IUI47 1'15 ISX .OIOS56 ."S-I994 n .GUIU I'" I'X .un7" 1"5 OX .UOZ47 utnt.r..t I. cllculltld .. follow.. IKTEREBT . SALAHCE OF TAX UNPAID X HUftlER OF DAYS DELINqUENT X DAILY IKTEREBT FACTOR ._Any Notlcl l.~ I,t... the te. bIc~. delInquent will refllGt ~ Int.r..t cllculltlon to fifteen (11) dly. bII.,and the All of the .........,t. If p'weent .. Nell .ft.r the Int.rllt CDlPUt.Uon dlt. IIhown an tM Hotlc.. 8ddltlonll Int.rllt .u.t be c.lculltld.