Loading...
HomeMy WebLinkAbout95-00701 }.' ~ . - }~ ;~~~~~~~~{t~t ~-- ' _0,. :,. ,~"' ~ _., . tiUtft;ticj? '. ""', ,~~. ~Ji"'~ . \ q~J~ 'I- 'MiIII!' ~~~~\~~~?:. ,::' ; "-.\", - 0 ''-', '. ,'.,-'( '.^y' r , ,',' ., ~4". ,~ '~r~~':~~'if4::2...~G>' "d.,.:, _.. _ \,- --', " '" -,~-'_\ a- - 'II- :, , ,"II) \1&.1 ;,.- "..' '.', ~d_ -.: .~ ',- ::~<'-~\ ~/~-}f::\ '0' , .'''--. - - . - - ~ .--. ,- "- "c_ _', - % ,-- ~(\~_:::::' .~' . '. .~. -.' . ;-~ t1,t d . I , t; I;, 0 .K! CO~ (II ;I-i~f ,I; ,...... . .1 .." '_'''~ '-J' . .J:,'.:,- ,...:<c "'f.' _' '-'d . ~.. Lit" ;.J :I tA TrT,u I. ~. I i I I I I ~,,: . , I . ,. n " ," ~. ~~ " ~~ ~~ ~ , , , ~m~ f' I :r 1II 00 ru In II" In r'- 1II a. I, I , L \ , .I I I \ t ;.'; I- ., ! 1 . I > ; I I j ...., I , \ i i ., i t1i 11- M ,,~ to- Ii , , i V ~.. ) , r, ., f I - --.Jr"" ... ,--+ . r . -,--......,.'~..._-. .... "'""r".... --:'~",-.~ - --;- __ - ____ _____ _ ___ __ _ _ _ __ _ __ _ _ _ _ __ __ _ _ _ _ _ _ ____ '" ,- . -, : '-" '0' ','I ""'''' . \ ":i_~~,:'J;', J ~:J . b~!i[~A o8~H'~~i,fOMMON:~:~~T~: R~:~:YLVANIA r~.':':'"",,,, . OFFICIALRECEIP'TePENNSYLVANIA INHERITANCE AND ESTATETAX ~ .. i ~ ~ It. RECEIVED FROM: D ACN ASSESSMENT Ii' CONTROL 11;,I NUMBER AMOUNT '. ;. ; STUFFT CAROL J 1eos E POWDERHORN ROAD 101 .a....au.19 MECHANICSBURG, PA 170:5:5 j I I ,atDH",J I I ! I I I i ;... 'OtDHftf ESTATE INfORMATION, ~ filE UMBER li1 e1-199:5-0701 ~ NAME Of DECEDENT IIAST) ~ CARVER DOROTHY M II DATE Of PAYMENT m POSTMARK DA E COUNTY SSN 16e-48-0:579 (FIRST) IMI) CUMBERLAND DATE Of DEATH ,j REGISTER OF WILLS f:1 TOTAL AMOUNT PAID .:3.9:30. 19 PB C)'III ,> ';t- . RECEIVED BY !filA",; " ,- :AN..., "'1.-../ " f.j ~ 51 NATUR I' MARY c. LEWIS ~E/rl/:.'~ REGISTER OF WILLS lSJi,ld-' " I / '- REMARKS CAROL J STUFFT SEAL CHECKfI 4811 -- --- - --- ------- - ------ - - --- - - ----- - -- - ~- -- n -- -- c . . . 'I" :; ~,l:. . - . .' , . -& .., .~ 1 , / ;. \ \ - ,.- l . . -1 ,---' - -..,..-...- \, -.- .~.. -- ---- f~- -:-----..Jld_ _ _~1J' -:-:.,. - ,- " . I IS -,!,-G, - CJ "UM500 tx. 11.~41 z c ;:: :!! '" "- '" c u S E Ii! III '" I JFORDATlSOFDIATHAnlR 12/31191 CHICKHIRI INHERITANCE TAX RETURN ~o~m!,u~:~DIT IS ClA!~ID.lJ_~ RESIDENT DECEDENT Fill NUMBIR COMMONW,AllHOfPfNNlYlVANIA (TO BE FILED IN DUPLICATE .....J 9s ~O I DfPAJlfM[Nf Of R[VENUE at' HA..,.fJlb: ~~~lll""" WITH REGISTER OF WILLS) COUNTY COOE YEAR NUMaE~ o CIDIN . HAMf II'" flU' AND MICOH INltlA11 DI((OI~~ ., (OMPUI( AOOI n ell- 61.. v~.. ,;, -I-k.y '\.-~-~1-.--.-.~.-. ~ ~- - -. -.- ~~.: ~-.' f. 7(1.,-".{(., H", ,,,,._ )_.- SOCIAL neUI11Y HUMan OAIl 6; OfA'H CATE DIll_IIi IU ''- , I' " _ l . _ V tr." I. "'~""","If_ )Q..'') I ~ - of-'C 07 -l-/-cr'l C) -L-' -10 c'""(.Mo.fu..... "..1..".1 '" "_....,, ""'::..""''' . .,., ".. ,.... ,., .,...., ,.".." J'OC""iCUi,ji~N~.,[j- ~LN' "',,,,,. I'" 'N'UUCllON', M 1. Original Return 0 2. Supplemental R.lurn 0 3. Remainder Relurn 'fJ Ifor dOl" of d.alh prior to 12,)3.82) o 4. limited ellal. 0 40, fulure Inter'll Compromise 0 S. Fed.ral ellot. To. R,'urn Required Ifor dole. of deolh oher 12.12.82) ~ 6. Oecedenl Died Tellole 0 7. Oecedenl Molnloined 0 living Tru'l 08. Tolol Number of Safe Oepo.il BOlio. ., (Attach copy of Will) (Alloch copy of Trulll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. N,i::iA' It. S" f,.(~ -I COM;I~::"iO';':'" Pdw~"'\r"......", pd. UtE'HONE _ ", '1'1- 1~.e~I.....~..(~..' fJ-f /7"\1 ~ ~ ..so> lillf~ "''''9 u~.. :!IE ..", "z 8~ z c 3 E !:c III .. 1. Roal Ellalo ISchodulo AI 2_ Slack. and Band. ISchodulo B) 3. Clo.ely Held SlocUPortne,.hlp Intere'l (Schedule q A. Mongog" and Note. Receivable ISchedul. 0) 5, Ca.h. Bonk Depoll" & Mlleelloneau. Pe,.anal Properly ISchodulo EI 6. Jolnlly Owned Properly (Schedule F) 7. T,a..f." (Schodulo G)ISchodulo II 8, TOlol Gran Ane.. (Iolalllnes 1.7) 9. Funeral Expenle.. Admlnlllrolive Co.". Mlleolloneou. Expen.e. 15chedul0 H) 10. Oebll, Mortgaglll liabilities. liens (Schedule I) 11. Total Deductions (10101 lines 9 & 10) 12. Nol Voluo 0; EIlole (line 8 minus lIno 11) 13, Charitable and Governmenlal Bequesll (Schedule J) lA. Net Valuo Subject 10 TaJ!: (line 12 minus line 13) 15. Spousal Transf". (for dol.. of death after 6.30.94) See Instructions for Ar,plicable Percenlage on Rever.. Side, (Include valu.. rom Schedule K or Schedule M.) 16. Amounl 0' line lA taxable 01 6% rate (Include valu.. from Schedule K or Schedule M.) 17. Amaunl of line 14 taxable 01 15% 'ole Ilnclude valu.. from Schedule K or Sch.dule M.) 18. Principal tax due (Add lox from Un.. IS, 16 and 17.) 19. C"dih Spousal Pav.rly Cr.dil Prior Paym.nts Ohcounl _ Inleresl \L-.- + ----9_ L-2l,lb,'O'-1. ---p_ (19) (20) (I) (2 ) 131 I ~) (5 ) o o () o 7s;n/,3~ (6) (7 ) () o (91 l ()~b. bo 18 ) IT: )1" ~L- (101 ~^. . ~ ~-oO,e (IS) (161 -__~_~o.. c,j-z. . }_1..,,___. (11) b S ~ b_ {" 0 (121 -1L3-.5t- l<l, I 'L (13) D (I~I {, ~, '1 fC:>, ., "2- o ,06. ___LUn~.:. X---~ () )C._a 1171 ---'~-___~____~~___~__~_' _15 D 1181 _!:I_Ll..~Y- ). 0 b, 8' r- 20. If lIn. 191. grealer Ihan lIno lB. .nler Ih. difference on line 20. Thlslllhe OVERPAYMENT. 11 0 .":r.r:lIW".....I"'I"'..II'."UI'I'1 ""'t... r.Jrrr:T:-='t .'1 .."......"U,.U.'III.I.1 21. If line 181s g,.al" Ihan line 19, .nler Ih. differ.nce on line 21. This h the TAX DUE. A, Enler Ih. Inlerell on ,h. balance due on line 21 A. 8, Enler Ih. tala I of lIn. 21 and 21 A on Un. 21 B. Thi, is Ihe BALANCE DUE, Malee Check Payabl. tal Regll'a, of Will., Agent (211 _3.5 ?D./ 9- (21A) (21B) -----3:,-JJJ-!.Ll ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< Under p.nchl.. of perjury, I d.c1are Ihat I hove .xamined Ihls relurn. including accompanying schedule, and ,'ol.menh, and 10 Ih. bell of my ~nowled91J and b.lief, It II tru.. corr.ct and compl.t.. I d.c1are thol 011 real "'ole has been r.ported 0111U8 market value. Declaration of prepare' olher Ihon th. p.rlonal repre.entatl.... it ba.od an alllnformallan of whkh proparor ha'~tOwl.d90- SIONAtLlJJ..Qf- N IlUPONSI:Lt '~lt~O ~~ . -~-~ _ ". DATI - ---.:.... -__..JJ-u.t E,f~""~1~",~_p_~!_!4"~~l'-\_~':'I/Jt -~-~1-'-4!-t;.s= ~ SIONATUIU 0' 'JlHAIlU OTli 'HAN IlHIl15ltltAHVf AI) [~!l I ,.>? ,_ pAn t- ,. -~_____ m___._,_ _ _ _h____.__ <.f.,., , . . Act #48 of 1994 provide. for the reduction of the tax rote.lmpo.ed on t!le net value of tranale,. to or for the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will bel e 3% (.03) will be applicable far e.tate. of decedent. dying on or after 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97 e 1% (.01) will be applicable for e.tate. of decedent. dying on or after 1/1/97 and before 1/1/98 e Spou.allranale,. occurring an or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (.;) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a transFer and: a. retain the use or Income of the property transFerred, .......................,..,............................ b. retain the right to designate who shall use the property transFerred or Its Income, .............., c. retain a reversionary Interest; or .................................,................................................. d. receive the promise far life of either payments, beneFIts or care' ....................................... 2. IF death occurred an Or beFore Oecembel 12, 1982, did decedent within two years preceding death transFer property wllhaut receiving adequate consideration' IF death occurred aFter December 12, 1982, did decedent transFer property wllhln one year of death wllhaut receiving adequate consideration' "...........,.."".......,...........".,..."",..........................,......, .............. 3. Old decedent awn an 'In trust Far' bank account 01 his or her death"'....,............................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. - - ~- "-... " ( (-- c! ,'J f'. ,,' I,.J "lIt: " , , ::> 0: F' rJU .. ._-___-.........._._ ...~w_ . lI'IIIOIU.11.'1) '*' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONWIAltH O. "NNmVANIA INHIII'ANCI 'AX lnuaN I"IOINT DlelDINT ESTATE OF -~,".....' '--...;.. PlIo" Prlnl or l' . FILE NUMBER IAII property 1.lntly.ewned with tho _.,hl of lurvl..nhlp mu.t b. dl.cI...d on Sch.dule- ') ITEM NUMBER DESCRIPTION I. P N c. 8,-~ t '-'/,.T ,-f-j ,/I N> 0.( a"fL,-, -I J-) 1. f"7 )(, ;), pfIJ C Ij /l-vvf( '~\"-/. .r, ,.t.L,. I',f. O./..,;;-!! '). 1. f"7 by J, P/IIc. 6A...K C...r-l,1';c",1-.: 0'fO.l'u,;7 ,t. }-..S7 S> tf. f\1-e 1/0", /:?,....... t c.. ..1;-<;',>t-t- .~rO~p<>1'.1' J.I- 3/Ll-OS"'lV,'i'e,: P rI ( S II v' .;. S r A c , u " .. -f .If: S I . , c)") 1 -) 5'7 J. s. 6, IN C. '- k...oc #:" ~ II Co.: \,,-,-1 )J:- r:-I- '10 co -9" y) 7. R....fu....J _ Cll",,+r't /I1....Juw.s py..flr'!-t""'..v1T II<-.."",,,-r (Anoch addlllonol SY." )( 11" ,hee',lf more 'pac. It needed,) VALUE AT DATE OF DEATH 10, ll.l/), ",) '}. r, l!~' I' j) I f', d ,,0. tl C. S, ullc.l, II b / , :,-79. S-t::. J,1l(~,c,7 1"7, 0/3, 77 s- .s-37, .3 1- . , . U\tUIlUtl'.1I1 ISTATE OF ITEM NUMBER A. 1, "- -- -.. .~-----.....-,~-- ~,::~,--.~c.~J'1'-;<~"V"'~ " ~,.....,."!~~.~' ..;'-"- -!~ COMMONWEAlTH 0' PENNSYLVANIA INHERITANCE TAX anUII:N IU!IIOfNf DfCEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI. a.. Print or T . DESCRIPTION AMOUNT Fun.ral Exp.n,." M~~~S Fu~~.~/ ~-- IlA ... ~ ",-"..,', \ h "'I' Ie-. I '7 ~\\ {,08b~'b 1. B, AcImlnl.trallv. CO.t" 2. 3. Perianal Reprelentative Comml..lonl Social securily Number of Perianal Reprelentative: Year Comml..lonl paid o Allornoy Feel o Fomtiy_ Exemption Claimant Addre.. of Claimant at decedent'l deolh Street Addre.. Relationlhlp o City 4. Probate Feel C, MI...llan.ou. Exp.n.e" 1. 2. 3. 4, 5. 6. 7. 8. Stele Zip Code D TOTAL (Alia enter an line 9, Recapitulation) (II mar. .pac. I. n..d.d, In..rt additional .h..to ol.am. .1..,) 5 bo 8'l., bD y .(\lUIJU.ll."1 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plea.e Print or T e FILE NUMBER . COMMONWIAUH 0' nNN'TlVANIA IHHIIltANCI fA. U'UIH .UIDIN' DleIOIN' ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1, u", Po.',d /lA.Q J'c'lII p,-,lls I,.) ",'-L.. tUo ~""'I....IIc.He---i f,(,if- IVI.A ~'. co ..l-l-t e.,. 0 fl>-.-,.. ,our ,..... S SVc'J~ TOTAL (Allo en'er on line 10, Recopltulollon) (II more 'poce is nltded, inllrl oJcliliono' .h..II 01 lome II,.,) $ SO D , 'IV.!JUllt Pl11 '*' COMMOHWUlfH Of "NN'''VAN1A INNllnANe. ,.... InUI" IUIDIN1D1CIDlNl SCHEDULE J BENEFICIARIES ESTATE OF L tJO'rD-Il'1 (l-l. C 1/ ,I!. If.> l!.. ~ILE NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE ITEM NUMBER 1. ;I, ITEM NUMBER 1. A, Taxable Beque'''1 p ~ tv ,'c, A ~ /... ""0 Ie. I~ 0 JJ I /'11l1l+I"r4u~~ c f't II o( s-fv-(.f-'-I- I)..." IE. (IcJ....,./_...I,"~., 1M. I . L PI/I 7.. ~- f '"~'- "t\""'....)~V'''' f o Ilu~ k+ r" 13,oo,/,01:l l) tit) J k of- f.y- 13, \)i)I( , cJ i::. ~, Soy CAI/;a {lto '(04 K"", ('/..1' D A, /l-I '" ~k~",iL I~ """0' P fI IJ;n.." k~ /3.00'(' vi:> '7<>11- <I, t..1't fl.fl.'1 'IlJaV" ~ 71.\, j3u./.Jy J., D}; u.p l~cJY t (,u", t-t, ) T~ I< /tS '71. I 08 50 AJ I 3 ,ulll{, u ,.) s; 6-Il/l.(J.y CriRv~R.. l'll PAP-lIdd~ Ill!, V(J'v/( ,lA, I"?Vo"L S "tV 13. UC}V.cN NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental aequellll TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo ente, on line 13, Recopllulotlon) (If mor. .pace I. needed, In.ert additional ,he.t, 0' I""'. ....) s o ~ r, -. -~ LAST WILL AND TESTAMENT OF DOROTHY M. CARVER I, DOROTHY M. CARVER of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practicable after my death. II - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my children, Patricia Fleegle, Carol Stufft, Joy Calliqaro, Larry Carver and Gary Carver, in equal shares per stirpes. III - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or representatives shall have the absolute power in his discretion to pay the same at once whether or not the law under which they are imposed per- mits the postponement of all or part of them to a later time. IV - I appoint my son-in-law, Maynard Stufft, as Executor of this, my Last Will and Testament. Should the said Maynard Stufft fail to qualify or cease to act as such, then I appoint my son-in-law, Robert Fleegle, to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. kNOLD. aUKS 6: BAYLHV Al1l1RNtVS AT LA'" U., yuan mm .....1U..,'.....n...lNt.17011 IN WITN~WHEREOF, this, the I day of , 1974. I Mve hereunto set ~t2p/o1')~-' /0 J tJ ~ /? J /,{,~'4?" /J/'1, ~~ (SEAL) DQtothy M. Carver Page 1 my hand and seal on .. _....__,.,..."_'4...-,. Signed, sealed, published and declared by DOROTHY M. CARVER, Tes- tatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, hav unto subscribed our names as attesting witnesses. Ga111? JAIl , k6hh..... ACldress ' Y/?-~;i dJe.a<Ld_~-, Name fl~d~ A. Address