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COMMONWUtTH Of PfNNSYLVANIA
DfPARrMfNr Oil REVENUE
DIPr.210601
HAIRISlURO. 'A 17121.0601
N NAMlLA,1 ,AN
(S-.5lv -3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
Ml Dl INI ALl
MASTERS, John A.
A'
.,
MI
DA 0 0
H
195-05-5515
3/29/95
lQi 1. Original R.lurn
D A. Umlted E.tat.
238-1731
( 6)
( 7)
(15)
(16)
oeD
fOR DATES Of OEATH AFTER 121J1I91 CHECX HERE
If A SPOUSAL
POVERTY CREDIT IS CLAIMED 0
fiLE NUMaER
OJI
COUNTY CODE
MPL ADDAf 5
9s
~15
YEAR
NUMBER
770 Poplar Church Road
Camp Hill, PA 170ll
CO" CUmberland
D 3. Remalnd" R.turn
(lor dalll of death priarla 12.13.e2)
D 5. Fed"al E.tate Tax
Relurn Required
~e. Talal Numb"af Safe O.pallt BaxlI
DA Of IIRTH
5/26/07
-0-
-0-
-0-
_n_
10,794,93
1,346.96
-0-
".."1 on
6.46
5.774,43
-0-
Oflcount
Check. here. if you arc. requesting a refund oFyauravcrpaymcnt;
D 2. Supplemenlal Relurn
o Aa. Future Inlered Compromise
(far datil of death ok" 12.12.e2)
D 6. O.cedenl Died Tlltate 0 7. Decedent Maintained a Uvlng Tru.t
(Attach ca y of Will) (Attach capy of Trust)
~LL~CO ES~P. 0 ,C~~0!!:OIll~'O.ENTlAl1M':IN~ORMAnONSHOULO.BE OIRECTED.TO;';!~~t~'!>1.\'~"aW~l!;-:
HAM COMPLE MAILING AD Rf
}.. . . '.r:.,
Dennis J;' Shatto, Esquire 31 North Second Street
H NUMI p, o. Box 1l!347
Harrisburg, PA 17108-l847
HAl" ADIl: J.
:r. Jk.(fu I > I n.2- H.,
{~r J
~( e)
(11)
(12)
(13)
(1A
)( .06 co
)( .15 co
(17)
Interest
(1 e)
(19)
(20)
(20A)
(20B)
,
,1
..,:0
.l..
')
1. Real E,lal. (Schedule A) ( 1)
2. Slack. and Band, (Schedule BJ ( 2)
3. Cia Illy Held StadclPartne"hlp Inlerest (Schedule C) '( 3)
A. Mortgages ~?d Nates Receivable (Schedule 0) ( A)
5. Calh, Bank Oepasits & Mlocellaneau. Pe"a'nal Praperty( 5)
(Scnedule E)
6. Jointly Own~d Property (Schedule F)
7. Tran.le" (Schedule G) (Schedule L)
e. Total Gran Amll (total /In.. 1.7)
9. Funeral Expenles, Administrative Costl, Mlscellaneoul ( 9)
Exponll' (Schedule H) , ,
10. Deb II, Margage Liabilities, Lien. (Schedule I) .:, (10)
11. Total Oeducllanl(tatal lines 9 & 10)
12. Net Value of Ellate (line B mlnu. line 11)
13. Charitable and Governmental Bequest. (Schedule J)
lA. Nel Value Sub eclla Tax ~Ine 12 mlnu. line 13
15. Amaunl cif IIn~ 1A tax~ble' 01 6% role ,
~.nclude valu.. f(am Schedule K or Schedule M.)
16. Amount of line lA laxable 01 15% role
(Include valu.. Iram Schedule K or Schedule M.I
17. Prlndpaltax due (Add tax from line 15 and Iram line 16.)
1 B. Credit. Spau.al Poverty Credit Prior Pay men I.
+ +
19. II line 18 It grealer Ihan line 17. enler Ihe dlflerence an line 19. this Is Ihe OVERPAYMENT.
aD
20. II line 17 II groater Ihan /lne 1 e, enler the dlflerence an line 20. Thi. It the TAX DUE.
A. Enter the lnt.re.. on the balance due on line 20A.
B. Enler the latal allln,; 20 and 20A an line 20B. Thl. II the BALANCE DUE,
Make Check Payable to: Regl.,or 01 Wtil., Agent
':,;,;"",:;;;,,~"{,;;,<:,:,"':'''.~.;BE SUREJO)~N5WER:ALL,QUESTION5 ON REVERSESIOE'AND TO .RECHECK MATH ;lII."'S:i:;;i1.::.':.;;ra.i;j;n.~t,
Und.r penaltl.s of plllury, I dido,. that I have uamtned Ihll r.turn, Including accompanying schedul.. and Itat,ment., and 10 Ih. bet! 01 my ~nowledge and b.lief,
II b 'dl'1ll, corr.ct and campl.t.. I declare Ihat all real ..tate has been r'parted 01 true market value. D.c1aration of prepar.r olh., than Ihe penonal repre..ntative Is
ba.e On alllnfarmolion 01 which prepar.r has any Ilnowl.dge. _
SIONAfURI: 0' rUSON IUsrONSIIU: fOR PILING RETURN ADDRUS DATl
:J
-
.-J
12,141. 89
6,367.46
5.774.43
-0-
5,774,43
346.46
-0-
346.46
-0-
-0-
346.46
-0-
346,46
~k"'/r 19""~-:
Q-/)-1S
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pleole Print or T e
FilE NUMBER
COMMONWEALTH O' PeNNSYLVANIA
INHI_ITANt. 'AX _nUIN
IISIDIN' DICIDINT
ESTATE OF
JOlIN A. MASTERS
IAII proplrt)' lalntlYoOwn.d with th. Righi of Su.....l\lonhlp mUI' b. dllCl.....d on Sch.dul. F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
l. Retirement benefit $ 456,96
2. Certificate of Deposit No. 73417 CCNB Bank, N.A. 9,893.8l
3.
Refund from Blue Ridge Haven West
444.l6
TOTAL Allo enler on line 5, Reeo lIulotlon S 10 7
(AItClCh addltlonal.~. M 11" .hu'tlf mot. .poull n..d.d.)
....lIotn.".....
.. ~~
COMMONWIAUH 0' 'INNSYlYANIA
INHlIlTANCI fAX InUIN
.UIDIH'DlCIDIN'
SCHEDULE F
JOINTLY-OWNED PROPERTY
ISTAlI OF
JOHN A. MASTERS
I FILE NUMBER
Join' 10nGn'I')' F il
Dorothv ..!h-_~_Q
NAMI
A.
Dorothy B. Failor
-_.-
ADDRESS
45 West Avenue
Shiremanstown, PA l70ll
RELATIONSHIP TO DECEDENT
Sister
B,
C,
Jolntly-ownod proporty.
ITEM LmEA DATE DOLLAR VALUE OF
FOR TOTAL VALUE DECD'S
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1, A PNC Bank, N.A. $2,693.93 50% $1,346,96
Checking account - - .
. No, 51-4007-3095
,
TOTAL (AI.o onlor on IIno 6, Rocopitulotion) S 1.346,96
(If more .poc. ;. ne.ded in.e" additional sh"" 01 lame sin)
...
1IV.ISlIlh f1.II)
,
I
~~:~~
._~
COMMONWiAUH 0' 'fNNSYLVANIA
INHeRITANCe TAX ItnUItN
. .UIOtNT DfCfDfNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea.e PrInt or T e
R
ITEM
NUMBER
A,
8,
4.
C,
1.
2.
3.
4.
5.
6.
7.
8.
FI E
MASTERS
DESCRIPTION
AMOUNT
1.
Funeral Expen.e.:
Stone and Murray Funeral Home
$5,9l5.oo
1.
Admln/.trallye Co.lI:
Personal Representative Cammlulons
Sadal Security Number of Personal Representallve.
Year Camml..lons paId
2.
Attorney Fe..
Cleckner and Fearen
425,00
3. Family Exempllan
ClaImant Relallanshlp
Addre.. of ClaImant 01 decedent's death
Slreel Addre..
City
Stale
Zip Code
Prabate Fees
MI.eellaneau. Expen.ell
Service Charge - checking account
Register of Wills - filing fee for tax,return
6.00
l5.oo
TOTAL (Also enter an line 9, Recapitulation)
(If more .paee I. needed, In.ert addlllonol .heell of .ome .I.e,)
S 6,361.00
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FtRST CLASS
MAIL
,
CLECKNER AND FEAREN
ATTORNEYS AT LAW
31 NOATH SECOND STREET
HARRISSURG. PENNSYLVANIA 17101
TO:
.
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE PA 17013
- t,("" 3
REY-1547 EX AFP (12-95*,
COHHOHW[AlTH Of PENNSYLVANIA
MPARlHENl Of R[YEHUE
BUREAU OF INDIVIDUAL TAXES
O[PT. Zl0601
IWUUSlURG, PI 17121-0601
C/
ACN 101
NOTICE OF INHERITANCE TAK
APPRAISE"ENT, ALLOWAHCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
DATE 01-23-96
FILE NO.
03-29-95 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUB"IT THE UPPER PORTION OF THIS FOR" WITH YOUR TAK
PAV"ENT TO THE REGISTER OF WILLS. HAXE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
DENNIS J SHATTO ESQ
31 N 2ND ST
PO BOX 11847
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt R..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ......
REY=is4i-iinj:p--n'Z:9SY"ilii'fici""OF--{NHEiiifANcr'fA"inipiiiiA'iSEHEil'r;-,U.L'oiiANCriirium-m-mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MASTERS JOHN A FILE NO, 21 95-0695 ACN 101 DATE 01-23-96
APPROYED DEDUCTIONS AND EXEMPTIONS:
6,361. 00
9. Funeral Expen.../Ad.. Coat.'Hlla. E~pen... (~l. H) C')
10, Oebh/l1odg_ L.I.blllU../Ll.... eSch.dul. II 1101 6.46
11, Tal.l lloduaUan. e 111
12. Net Value of TaM R.turn (12)
13. Ch.rltabl./GoY.r~t.l aeque.t. (Schedule J) (13)
14. Hol Vol... of E.ht. SubjltOI 10 T.. 1141
NOTE I If an sBBeBBment wae iBBued praviouelY, lineB 14, 15 and/or 16, 17 end 18 will
reflect figureB that include the total of ~ re~UrnB aBBeBBed to dete.
ASSESSMENT OF TAX:
15. Aoaunl of Llno 14 .1 Spau..l r.I. e151
16. ~unt of Ll~ 14 taxable .t Lin..I/CI... A rat. (16)
17. Aaount of Lin. 14 taxable .t Collat.raI/CI... 8 rat. (17)
18. Principal Tax D\Ht
TAX CREDITS I
PAV"ENT
DATE
09-18-95
TAX RETURN WAS I C X I ACCEPTED AS FILED
RESERYATION CONCERNING FUTURE INTEREST - SEE REYERSE
APPRAISED YALUE OF RETURN BASED oNI ORIGINAL RETURN
1, R..l E.I.I. eSchodul. AI III
2, Slack. ond Band. ISchedul. BI 121
S. Cla..ly Hold SIack/P.rln.rohlp Inl.r..I eSchedul. CI eSI
4. Hortg.pa/Not.. Raceivabl. (Schedule D) lit)
5. CaahlB~ Depoalt.'"lao. Par.onal Property (~l. EJ (5)
6, Jolnlly OWnod Properly ISchodul. FI .61
7. Tr.naf.ra (Schedule G) (7)
8. Tot.l A...t.
RECEIPT
HUIlBER
AA082157
DISCOUNT
INTEREST
e+1
e-I
,00
I CHANGED
.00
.00
.00
.00
10,794.93
1.346.96
,00
eel
12 .141.89
~.:>I~7 4~
5.774.43
.00
5.774.43
.00 X .00.
5,774.43 X ,06.
,00 X ,15.
e181
,00
346,46
.00
346.46
At10UHT PAID
346.46
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
346.46
.00
.00
.00
. IF PAID AFTER OATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
e IF TOTAL DUE IS LESS THAN .1, NO PAV"ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCRI, YOU HAV BE DUE
A REFUND, SEE REVERSE SlOE OF THIS FDR" FOR INSTRUCTIONS.I