HomeMy WebLinkAbout95-00691
,1..
, '
"-,'
,
i
a
"
$
~:8
i5o~
~
Ii
i"
8z
2
Z
o
g
~
o
u
S
1!J--55-13
'01-1500 rx. 111'''1
"
~~; ,:-,~..
. ':,.,....
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
POI DAns 0' DUTH Ami' 2/21 '" CHICK HIli
IP A IHJUIAL
HJVII'" CIIDIlI. CLAIMID 0
PILI HUM I' I
326 Shed Road
Newville, PA 17241
Cumberland
o 3. R...alndar R.turn
(fordal" 01 doath prior 10 12.13.821
o 5. f.darol Ellol. Ta.
R.turn Required
<L.8. Totol Numb.r 01 So" D'po.lt 8001.
COMMONWIAlIH O' PlwNIYlYANIA
orr,u'M(NI O' .'VfNUf
Of" 710001
HU.~~~lJ_.O. ~A 11IU.0601
21
COUNTY COOE
Wilson, Minnie J.
,
207-03-7998
11/01/94
06/14/19
c
o I. Original R.turn
o 2. suppl....nlal Return
04. llmllad E,'ol. 0 4a. fulur. Inllr..t Campramlsa
('or dol.. 01 doolh oft.r 12.12.821
o 6. D.c.dlnt DI.d Tostol. 0 7. Docodan' Malnlalned a Uvlng Tru,'
IAlloch cop 01 Will) Allach co 0' Tru"l
ALL CORRESPONDENCI AND CONfiDENTIAL TAX INPOllMAnON 'HOULD II DIRICTlD TO.
,wr' ..
Richard L. Webber, Jr'r Esquire
95
YEAR
L;q{
NUMBER
366 Green Spring Road
P.O. Box 40
Newville, PA 17241-0040
~
~
!
1,131.73
1. R.al E,'ol. (5chedul. AI ( 11
2. Sloc~. ond Bond. (schedul. II ( 2)
3. Clo.aly H.ld sloclt/Par1n."hlp Int.r,,' (Schodull c) I 31
4. MorigoO" ond NOI.. Roe.lvobl. (schodul. 0) ( 4)
5. Ca.h, lank O.po.lI. & Mlsc.llanoou. '."onol Prop.ny( 5)
(Sen.dul. E)
6. Jolnlly Own.d Prop.ny (Schedul. f) ( 6)
7. Tra..',,, (Schodur. G) (sch.dul. II ( 7)
8. Tolol Groos 10...,. (Iolollln.. 1.7)
9. funorol hp.n.... Admlnl"ra~v. Cost" Mlscollonoou. ( 9)
hpan... 15ch.dul. HI
ID. Dlb". Morigog. Uobllltl... U.n. Ischedula I) (ID)
11. T olal Deduction. (Iolollln.. 9 & 1 DI
12. Nil Volu. 01 E.lol. (IIn. 8 mlnu. IIn. 1 'I
13. Charllobl. ond Govornm.nlalloqu..Is 15chodul. J)
14. N,I Volua Sub.ct 10 To. IIn. 12 mlnu.lln. 13
15. Amounl 0' IIn. 14 lo.obl. 01 6,. rol.
Ilnclud. valu.. 'rom Sch.dul. K or Sch.dull M.I
16. Amount of IIn. 1,( 'a.-obI. 01 15,. ra'.
(Includl valulI 'rom Sehldul. K or Schedull M.)
17. Prlnclpalla. dUI (Add la.from II.. 15 ond from II.. 16.)
1 e. Credl.. 5pouser Povlny Crodlt Prior Poymlnl. .
+ +
19. IIlIna IB I. groolor Ihan IInl 17. Inlor lhe dlflor.nCl on IInl 19. ThI.1s ,ha OVUPAYMENT.
mO...:rm!ll......,..-..................OI....'1.,..........rrrrn..:'l_................u..u..JIII..,II.
20. If IInl 171s g"ol..'hon Iin. lB. Intor Ihl dlfl..lnCl on linl 2D. Thl.I. Ih. TAX DUE.
A. Enler the fn'.,.., on th. balance due on IIn. 20A.
B. Enlor ,hi 10101 olllnl 2D and 2DA on linl 20B. Thll I. Ih. IALANCE DUE.
Make Chock Payobll to, R.gl.,.. of Will" Agont
.... liE SURE TO ANSW'R ALL QUlmONS ON RIVIRn 5101 AND TO RECHECK MATH......
.der p.nolti.. of pOllury. I dldor. thaI I ho.... '.IIomln.d Ihll r'lurn, Including a(compan~lng "h.dul.. and Itatlm.nll. and 10 the b..t of my .nowlldg. and b.lie'.
. trUI. '."ocl ond ,.mpl"". I dlda.. 'hal 011 ..01111011 hat boon ..portld allrul ma,l" .alul. D,d.raUan 01 p"par.. olh.. 'han 'hi plrlanol r~PI""lol;'" II
I.d on aUlnformotlon of 'Which pr.partr hOI any .nowl.dg.. 9k~-!!l.~
JN~.R' ~~~ I DAJI!" I
'Gr~~~~ eatt 30 Longs Gap Rd., Carlisle, PA 17013
.~
Webber,
,I'
41.21>0.'i0
6,008.34
( B)
143.99
(111
(12)
(13)
14
115)
1A.22Q QO
lC .D6.
116)
)( .15_
(17)
Dl&counl
tnlerll'
(18)
,119)
(20)
(2DA)
(2DBI
44.382.23
6.152.33
38.22Q.QO
38.?2Q.QO
2,293.79
??Q~
70
2.2Q1.7Q
?7 7{;.
? .":1" l:i.l:i.
366 Breen Sprinq Rd., Newv
DAJI!
f'j'.r/fS'"
17241-0040
,
.
',"INIt 'h '''1'1
"~.~~,, ::J
...JF.fl;,.
COMMONWIAItH Of pt"N\YIYAN''''
INHfll ANC' 'AI I"UIH
l"IO'H' CIClOI""
mATE OF - -
SCHIDULI E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pllo.1 Print or T I
R
Minnie J. Wilson
IA" ,r.~", 1..'~'.!.~~.~~!th.!~.~~I.h' .f Survlwnhl, ""... ... tlllel...4 ... Se...tI.1e ..
ITIM DnCIUI'T'ON YAWl AT
NUMBER DATE OF DIATH
1. Farmers Trust Company checking account $ 931.6B
2. Nationwide Insurance - refund 24.00
3. Nlkionwide Insurance - refund 152.00
4. AARP - medical refund 24.05
,
I
S 1 131.73
IAltalh addUIOftal ..... lit 11......... If MeN ."" I, .....,}
'f
llY.U1D u. 1'.11)
W
COMMOHW'''''H Of PfNNnlVANIA
INHIIJTANCI TAX lnulN
I.SlGlln ~1~_Nf
ESTATE 0'
SCHEDULE G
TRANSFERS
PlEASE PRINr OR rYPE
FILE NUMBER
Minnie J. Wilson
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SlOE OF THE COVER SHUT IS YES.
ITEM OESC~IPTlON OF PROPERlY' ., EXCLUSION 'O'Al VALUE OE~D 8?~ll'c~~t~V.~
NUMBER Includ. nome 01 ,ft. "anl"'~, ,~w ~.~~hip 10 deudenI. dote 01 'ton,'." Of ASSET INf. INTEREST
1. Real estate, with improvemsntsr 21,000 61,000.0 100%
located at 326 Shed Road, Newville
PA, Lower Mifflin Township, Cumber and
County. Transferred by Decedent to
her children, Vonda L. Farling,
Glenda R. Beatty and Maynard L.,
Harold J., Dale E., Steven L., and
Michael A. McCullough on August
25, 1994.
61,000.00
(21,000.00)
EXClusion
2. Real estate (lot) located near
Espyville, PA, North Shenango
Township, Crawford County transfer ed
by Decedent to her son, Michael A.
McCullough, in March, 1994
3. Real estate (lot) located near
Espyville, PA, North Shenango
Township, Crawford county, transfe red
by Decedent to her son, Steven L.
McCullough in March, 1994.
1,280. 0 100
1,280.50
1,970. 0 100
1,970.00
. _!O'A_L.J~~o,,~I!' o~ lin. 7. R.c:opllulo.lionJ S 43,250.50
III mole _pace it needed. if..." arhlilionol Ib.." 01 10m. .in.}
,
t.vIIlII" I' .11
ITEM
NUMBER
~@;~
COMMOHW'Al1H Of 'fHNnWANIA
INHllltAHCf ,,,. .nUIN
IUtDIN' DfCEDINI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.aal Prlnl or T I
Minnie J. Wilson
DESCRIPrION
A. Fun.,al bplnal.,
2.
3.
4.
B.
A.
C,
1.
2.
3.
A.
5.
6.
7.
8.
1,
Egger Funeral Home
Georges Flowers
Reverend Jeff Kettering
Dress for Dec~dent
1.
Admlnlll,allva Co.lal
Personal Repra.enlollva Commission.
Social Securlly Numbar 01 Personal Rlpra.enlollva.
Veor Commission. pold
2.
Allornoy Foe.
Richard L. Webber, Jr., Esquire
Fomlly Exampllon
Clalmont Rllallonlhlp
Addrass al Clolmont at decedlnt'. dlalh
Streat Addrass
3.
Clly
51011
Zip Cade
PlObote Fee.
Mlaclllanloua bplnala\
Cumberland County Register of Wills - filing fee for
Inheritance Tax Return
TOTAL (AI.o Intar on ifnI 9, Recopllulollon)
IIf morl apac. 10 n..d.d, 'nllrt additIonal .h.... of aam. 0..1.)
AMOUNT
$ 5,291.00
103.35
50.00
48.99
500.00
15.00
s
6,008.34
.,
NW Itlll.. II.... ..&.0
~~
c.O..O-.....,... Dt 't""""'''HI.
.......1111....... tal_nul...
.nlllf"lttc'DtHI
SCHEDULE I
DEBTS O' DECEDENT,
MORTGAGE LlABLlTIES AND LIENS
I"AYI O.
PILI NUM'I~
Minnie J. Wileon
mM
HUM".
DIIalmoM
AMOUNT
I.
Adame Electric Cooperative, Inc. - electric bill
55.85
23.59
64.55
2.
United of PA - telephone bill
Adame Electric Cooperative - electric bill
3.
'OTAL (AI........ ...11.. 10. ....pl.vl.tl.nl
111- ... Ie ....., "-' . .."....01 "-s aI ._ .1,,)
S 143.99
- -. ..- ...... ....
r------------------------------~-----------------~
r
I
:
I
I
'-rOtOHftf
;"i~'.. " ;1, ....",
b~iiA~(082148COMMOND~~~~~T~: R::~:YLVANIA
~~;;.;.. ~.~ .' OFI'ICIALRECEIPl'. PENNSYLVANIA INHERITANCEAND ESTATETAX
.
RECEIVED fROM:
I
ACN
ASSESSMENT I!'
CONTROL IitI
NUMBER
AMOUNT
RICHARD L WEBBER ESQ
PO BOX 40
366 GREEN SPRING ROAD
NEWVILLE, PA 17e41-0040
101
.e,3l!!1.~~
lOtDH,.,
E5TATE INFORMATION:
f:'I fIl NUMBER
li'I el-199~-0691
1:'1 NAME OF OECEOENT ILAS'I
I;tI WILSON MINNIE .J
II DATE OF PAYMENT
EJ POSTMARK DATE
COUNTY
SSN e07-03-7998
IFIRSTI (Mil
CUMBERLAND
DATE OF OEATH
REMARKS
m TOTAL AMOUNT PAID .e, 3e 1.15~
/' V,"'
.""". f~ Jf/~H4J'
, N E :
MARY C. LEW
REGISTER OF WILLS
SEAL
GLENDA R BEATTY
C/O RICHARD L WEBBER ESQ
CHECK.. 1142
REGISTER OF WILLS
. .
".;.~:-::7..:-.-:~---------.----------- ---___---~.- _.-.--_________-...-~-:------
. ~ .'
I :."
.;'
....
.
"
-
I
\'
-. .
v.'
r
. .
.r
.' ~ --. .,.
.._---
,,-..,-..-
__w,.
., ~.
.
7'""
'-'~..Jl...
1,',._.
I I.
"\
'........-.
,
\.
/!r~ (;:/- /3
'J
I
,
REV-1547 EX AFP (12-95*
CotttClNWUL TH OF' PENNSYLVANIA
PEPARTHEHT Of' A[Y[JU:
IUREAU Of' INDIVIDUAL TOU
DEP'. 11060.
HARRISIURG, PA 17111.0'01
DATE 12-25-95
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF OEOUCTlONS AHD ASSESSIlENT OF TAX
OF FILE NO.
DATE OF DEATH 11-01-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREOIT TO YOUR ACCOUNT, 5UBHIT THE UPPER PORTION OF THIS FO~ WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TOI
RICHARD L
366 GREEN
PO BOX 40
NEWVILLE
WEBBER JR ESQ
SPRING RD
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE. PA 17013
HOUSE
PA 17241
AltOunt R_I tted
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiitj:i54j-iiC-"Fji-n2':9r;"f-NorIci--oj1-YriHiiiITliNci-rA'in-pPRAIsiifENT-;-"i.LoiiliNCi-oi--m------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON MINNIE J FILE NO. 21 95-0691 ACN 101 DATE 12-25-95
TAlC RETURN WASI I X I ACCEPTED AS FILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R.Il Eltltl ISchedul. AI III
2. stock. _ BondI ISohodul. 81 121
5, Cla..ly Held stock/Partner.hlp Inte,...t (Schedule C) (5)
4. Horto_.lNot.. Reclivobl. ISchedul. DI 141
S. Caah/lank Depoait./Hi.c. 'e,.sonal Property (Schedul. E) (5)
6. Jointly Own'" Proplrty ISchodul. FI 161
7. T,.."at.,.. (Schedule OJ (7)
8. Total A...t.
.00
.00
.00
.00
1.131.73
.00
43.250.50
leI
44.382.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 6,00B.34
9. Fun8ral Expen.../A~, Co. ./HIac. Expen.e. (Schedule HI.')
10. Oobto/Horto.... LlobillU../Llon. ISchodul. II 1101 143.99
11. Total O.duoUon. 1111
12. Not V.lue of Tlx R.t\lrn 1121
15. CMrltobll/OOv.,.".....tal 8Iqu..to ISchodul. JI 1131
14. Not V.lue of E.t.tl Subject to Tlx 1141
NOTEI I~ an a.....m.nt was 1..u.d pr.v1ou.1Y, l1n.. 14, lS and/or 16, 17 and 18 will
refl.ct ~19uree that include the total o~ ALL r.turn. a...leed to date.
ASSESSMENT OF TAXI
15. AItow1t of Line lit at Spou..l rat. US)
16. Aaount of LinD 14 taxobl. .t Lin..l/Cll.. A r.t. 1161
17, Aaount of Line 14 taxable .t Collateral/tl... Brat. (17)
18. Principal Tax Du.
~.1 G:> :1:1
38,229.90
.00
38.229.90
.00 x, 03.
3e. 229.90 X .06.
.00 x.15.
UBI
.00
2.293.79
.00
2,293.79
TAX CREDITS I
PAYMENT
DATE
09-18-95
DISCOUNT (0 I
INTEREST I-I
27.20-
RECEIPT
NUIlIlER
AA082148
AHOUHT PAlO
2,321.55
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2,294.35
.56CR
.00
.56CR
. IF PAID AFTER OATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADOITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS RE9UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FO~ FOR INSTRUCTIONS. I
,) I
,~, -I
:,,-".',!
~i}
i}hj
t!_,~\_;
,"'j
li.-,'~
'::i/.:-1
~s,1i
t~1
~{:~:fl
;;",.,,1
ti1(
'1~;j
Wi,:
'1ft,
tt'f)f
;h~
,:,g.'~
'!"",
I\;~
'.
L':.:l
",I'
i.::,yj
..",,)
'~ ':'
':'j
.~".-
'c,_,
""J
",..,
..r:'
, ,
"I
~>l
;i-,.;
,,:'C!
(")0
~; j;:*
'r\
::n
'-;'-'
.....,
;--,
t'.\
I')
Ij
,..-J
!,. .,
:'~ -
REIOtVAUOMI
E.bt.. .f ~tI QlntI on or before o.o.ber 12, lHI .. If .w tutu... 1nt.....t 1n the ..tat. 11 tr....ferr...
In po.....lon Dr ~j.~t to el... . (ooll,t.rol) beneflol.r... .f the decedent .ft.r the IKPlr.tlon ., ~ ..t.t. for
lU. Dr for YH", the tr ....ltn hlir.tw .)(It,....I)' r...rv.. the right to ......... Mid ...... '......'.r lMerlt~ T....
.t the I_tul Cl... I Coolhtl...1) r.t. on .,y M.ICIh future Inter..t.
PIIIPOSE III'
NOTICE.
PAYtEKl'.
To fulfill the r""lraMnt. .f botton 2148 of the InherltMCa _ Ed.t, Tu Act, Act II .f lMl. 7Z P.I.
s.otlon 1140.
u.tlMlh the top portion of thll HoUe. .. .-1t ..Jth your ,.,..,t to the R.."t" of NUh prlntlld on the rewr.. ....
........ chHk or .....V order ,._10 tOI 1EG1BTEIl OF MILLI, AGEIC"f
aU JlQMfttl r..lweI ..,.11 Urat bII .....l1ed to MY Int.,...t which _>>' be ... ..Sth .w .....I,.r 1IPP1lN to the tax.
ADlIKD (CA). A r.fund of . tax orlldlt, lilhlch .... not r....tlld on the Tex A."",", .., be ......ted by COIIPI,UI'll ... ttAppllHUon
for R,fund of p.nn.,lvenl. lnherlt~' end E.tat. Tex- (REV.ISIS). application. .r. eveSlabl. at the a"lce
of the R..I.t.r of Will., In1 of the ZS Ravenue DS.trlct D'flc.., Dr by cellini the spealal 14.hour
~....rlng ..rvlc. ....,. for fo,.. orderlngl In ,..,..,IVMI. 1.......S6I..ZOS., out. Ida Pennll'lvenll and
..lthln 10081 ..."tabu,. .r.. (711) 7.7...094, roD' (117) 71Z.Il51 nt..,11'III 1..lred Dnlv).
DlJlECTlDHS' An>>, perb In Int."..t not ..U.UIId ..IUI the ...ral..-nt, .Il~ or dl..U...-.ce of deO.Iotlon., or .....-.tIt
of t.. Unaludlng dhOOWlt 0" Int.r.." .. Ihown an thl. Notice ...t obJ.ct "Ithln .bb ('U dav. of receipt of
thl. Matlce b".
--..rIU" p"ot,.t to the Pi DepIIrbMt of A........, laI"d of Appa.1I, o.pt. 111111, ....rSSbu"., PA 11111.1121, OR
....I..tlon to tMIvI thl .U.r dlte".lned .t audit of the ~count of the ,.".....1 r...r..."t.UVl, OR
-......1 to the Drphan.' ~aurt.
NIII"
IITllATI""
CORRICTIDMII
lHTER!1T1
'IOtual .rrora dllCO'l.rlMl on thh ......Mnt ahould bI ~r..Md In wrSUI'II tal PA Dapertllltlt of A....InUI'
IuraaY of Indl...ldUal T...., ArrHl Pa.t A....~t A.vlew unit, Dlpt. 2'0'01, Htrrlsbur" PA 1112'.0'01
Phone (711) "7-'501. ... ,... S of the bookl.t "In.truatSon. for Inhe"ltlftOl T.. Rltum for. A..ldlnt
~t" (REV.lIDl) for ... 'kPI~tlon of ~lnl.tr.tIVllv oorreatabl. .rror..
If 1ft>>' to ... Ss p.ld within thr.. CS) _Ianet.r tIOftthl Ift.r \hi decadlnt'. ..th, I five parc.,t (12) db",,"t of
the tax p.ld I. .IIDM1d.
Inter." h cha"ged .,..1,.,11,. ..lttI first dI1 of dell,..,.ncY, a,. nine (f) .unthl and ani (l) _ fr. \hi dlt. af
..tn, to the dlt. of pQlMt. TIX.. which bec:..- dlU..".,..t blfor. oMnuaN 1, 1911 bear Int.r..t at the rat. of
.bt (AX) parnnt par .... c.lculltad at . diU" rat. of .010164. All tUII ""'Ich bec_ .s.lInquMt an and Iftor
Janutn 1, 1911 wUI Her Int.,...t at . rata ""'lch will vary fr.. ctl.....r "ur to colendar ~r with that rat.
~ by thrI PA DIP.r....t of R....WlUII. The appllcablo Int.r.st rat.. for 1911 through 1'" .,..1
alsc:DUHT1
~ Int.r.st Rat. Dlllv Int.r..t ,..tnr Yo!!! Int.r..t R.tl Dlllv Int.r..t Factor
1,.1 IIX .DIDS4I ,,.1 n .ID0I41
1,., 161 .1DD4S1 1'11-1"1 IIX .IIDSU
"14 IIX .0ODSIl ,,,. n .DID141
I'" In .DID'S. I"S.I994 n .IDOl"
"16 laX .ID0274 1"5-1'" n .0101U
ulnt.,..t I. calculated .. follow'l
IItTIlIIEIIT . IIALAlCCB OF TAX VIlPAlD X KUlIIEII OF DUS DELIHQUEIlT X DAlLY IIfTEIIEIIT FACTOR
uAM MoUn ItIUlld Ift.r the tlX __I dtUnquant ..Ul ,..f1~t ... Int.,.... cllculaUon to flft..., nl) day.
beyond the dat. of U. ..n......t. If PQHnt It ... .ft.,. the Int.,.... ~t.Uon dlt. ....... on the
NoUce, ~Itl_l Int.....t ...t be celcul.t....