HomeMy WebLinkAbout95-00790
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'OA OATIS 0' DIATH Ani A 121~ 1/91 CHICK HIAI
INHERITANCE TAX RETURN ~o~::f.,ugtDIT ISCLAIMID rl
RESIDENT DECEDENT 'liINUMIIIi------------
COMMO"W""" O"I"""'v'''1A (TO BE FILED IN DUPLICATE ., , n 5 7 qo
,,:I:.~:fj(mJnl;::~t WITH REGISTER OF WILLS) _.. (O_U;COOE_Y~'R NUM.BE_~
c I~ '. N"MIII" ,I ," "'10m INI '''II Il (IlHt~ '(0101'11 I _DDUU
It:GUlRE, ELI7J11lE'Il1 II. 100 Mt. Allen Drive
.oclA~~~u~~'8~;~~7 -----T'~~~~~.~H--13~~~~~;--. C"~~~~~~' (Upper Allen 'IWp.)
t" ......"" "",,~. "'MI. ..., "... i,ilo..,-;;;;,;;;;',;;,;;;,,-- lOCi.. "(iiiii:-"UM..i~=~ri..-OVii"lCm;D-,..iii;;;"U("O".1
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blll: "'9
51_
Pn 1. Original R,lur"
o 4. llmlt,d Ellal'
(] 2. Supplementol Aelu,"
R,maind., R'lurn
('or dol.. of d.alh prior to 12.13.82)
hd.,ol E'lal' Tax R.lurn R.quir.d
!!'/ - 4:.)-1 D
r
-
03.
OS.
rJ Ao. fulu,e Inter..l Camp ramI,.
.- (for dol.. of d.ath oll.r 12.12.82)
06. DIC.d.nl Ol.d T.'lol. fJ 7. PIC.d.nt Maintained 0 living Trull
(Attach copy 0' Will) (Alloch c:opy of Trult)
AL1.CORR"PONDINCI AND CONPlDINTlAL TAX INPORMATION SHOULD BI DIRECTED TOI
OM'l MAIUNG 10 RU
_ 8. Total Numb., of Safe C.pallt BOk"
-"
.t ,
I. R.ol Eltol. (Sch.dul. A)
2. Slockl and Bondi (Sch.dul. B)
3. Clollly H,ld 510ck/Porln"thlp Inl"..1 (Sch.dul. q
.c. MortgoO" and NOI.I RIC.lvabl. (5c:h.dul. 0)
5. COlh, 80nk O,poIIII & Mhc.llan.auI P.nonol Prop.rly
ISchedule E)
6, Joll'llly Own.d Proplrty (Sch.dul. fl
7. T,o"'mISch,dule GllSchedule II
8. Tolol Grall AU'II (Iolollln.. 1.11
9. funltol bp.n"I, Admlnhlratlv. COlli, Mhullon,ouI (9 J $ 7,150.50
Exp.n"I ISch.dul. H)
10. O.bll, MOtlgag. lIabllitl.., lI.nl (Sch.dul. I)
11. Tolal D.duclionl (Ialallln.. 9 & 10)
12. N,t Volu. 0' ellol. 11In. 8 mlnuI line 111
13. Charilobl. and Gov.rnm.nlol R.qu'III (Sch.dule J)
1.4. N.I Volu. Sub 'cllo Tak 11In. 12 mlnUIUne 13)
15. Spoulol Tranl'.'I (for dol.. of d.alh ah., 6.30.9.41
5.. Inllrucllon, 'or Ar,pllcobl. Perc:.nloge 01'1 R.ven.
SId.. (Includ. volulI rom Sch.dul. K or Sch.dul. M.I
16. Amount of lIn. 14 lakabl. 01 6% rol.
Ilnclud. volu.. from Sc:h.dul. K or Sch.dul. M.J
17. Amount ollln. 1.4 takabl. at 15% '01.
(Includ. volu.. from Sch.dul. K or Sch.dul. M.J
18. PrlnclpaltaJl. due (Add taJl. ham Un.. IS, 16 and 17.)
19. C,.dill Spoulal Poverly Credit Prior Poym.nll Di,count Inl.rlll
o + $16,244.67+ $854.9R 0
20. If L1n. 1911 oreal., Ihon lIn. 18, .nllt lh. dlffer.nce on lIn. 20. Thll II th. OVERPAYMENT.
II O...rm.'I,.I'''._''''I....,...LI,I'll.'.,III.'."'lmm~_''''I'I_'..I'''''WI.''''''LI''
:il15
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Charles E. Shields, III
UU'HON( NUMIU
2 W. Main Street
Mechanicsburg, PA 17055
III 0
o
(2) -_
(3) 0
o
141 __
151 $ 31,975.56
$260, R62. 34
o
(6)
171
(8)
$292,837.90
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..
(10)
$
693.21
1111
(121
(131
141
$ 7,843.71
$2R4,994.91
o
$284,994.91
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1151_____.___________.....__
116) _$_2R<i.1.9~_4~_~J__
o
.____.M .06.
_LEJl99.65
o
1171
.M ,IS.
1181 $ 17,099.65
(191 $17,099.65
(20) 0
1211 0
121A) 0
1218) 0
21. If lIn. 18 II gttol.r lhon lIn. 19. .nler the differenc. on Un. 21. Thilll 'h. TAX DUE.
A. Enl" th.ln'.,.., on Ih. balance due on line 21A.
B. Enl., Ih.IOlol of line 21 and 21A on lin. 21B, Thl,lIlh. BALANCE DUE.
Malee Check Pavabl. '01 R.gllt.t af Will., Ag.nt
!, BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
Undtt p,nalll.. of p.rlury. I d.dotllhall han 'xamln.d lhh r"urn. Indudlng accompanying Ich.dul.. and IIal.menh, and 10 th. b.II of my knowl,dg. and beli.,.
II I. fru.. correct and compl.I.. I d.clar. Ihat all ,.01..101. hOI been reporl.a 01 true market valu.. D.clarallon 0' p"par., other than Ih. p.nonol "pr...nlatlve II
paled on alllnformolian of \It p,. arer hal any knowl.dg..
~ION U 0' 'USON Iura lE R filiNG Il(tURN _OORUS OAf(
. ~.?/.~/A" &" - 35 Fox Croft Dr., Canp Hill, PA 17011-1530
'~E OJ "'('AU 01 R AOOlUS DAlE
.I. , (' 2 W. Main St., Mechanicsnurg, PA 17055 10 ';J ;I.>'.)~
IIY-l,"" ,.. II'TJ
ESTATE OF
~'Ja",()~
W
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWfAUH 0' PfNNSYlVANIA
INH.IITANC. TAX InUIN
IUIDIHT DICIDINT
Please Print or T e
FilE NUMBER
Elizabeth H. McGuire
(All pr.perly 1.lnlly.own.d with .h. Righi .f Syrvlvonhlp my.1 b. dllCl...d on Schedule '1
ITEM
NUMBER
1.
2.
DESCRIPTION
Refund fran Capital Blue Cross, Security 65 Policy
Reinbursements for prescriptions
($225.30)
3. united Services Life Annuity
Principal amJunt at d.o.d. (see letter attached I
4. Queen Anne chair in Sc:rre.oIhat dilapidated condition and
in need of re-upholstering
5. One 6lTI3ll oval wall mirror
6. Old floor laI1ll in need of laI1ll shade
7. Assorted custane jewelJ:Y of min.i.rnal value
8.
(CARlone-half (1/21 interest as tenant in camcn in
1985 Ou:ysler LeBaron. (cash value $1,900 t retail
value $2,900 = $4,800 divided ~ 2 = $2,4001 (see letter
attached)
*INFO NOl'E: Decedent ncved into the nursing hare facility
approximately 2 1/2 years ago and disposed of her property
and jewlery at that tine. At approximately that tirre
items on Sched. F were rrade joint as well.
VALUE AT
DATE OF DEATH
$ 114.10
$ 111. 20
$30,520.26
$ 5.00
$ 5.00
$ 5.00
$ 15.00
$ 1,200.00
TOTAL Also enler an line 5, Reca Itulallan $31,975.56
(Attach oddlllonal 8~" )C II" .h.... if more .pac.l. n..d.d.)
",.., .
f.'- ....
. .
. .
.
. .
. .
: .
. .
.
United Services Life
... R"....~' (....,..,
Annuity Sr,Yh'.. Crnlf'f
I~n, 110121017 ' Sr.lllr, \VA URl11';IDH
I.RlM....~t1.7t1ntl
september 01, 1995
Lawrence fl. HcOuire Jr.
35 Foxcroft Drive
Camp Hill, Pennsylvania 17011
ReI Elizabeth fl. McGuire, Deceassd
Policy Number. 2A02367740
Claim Number. 5G7l3
Delu' Hth H....OLllctii
Thank you for supplying the requirsd documentation.
We are pleased to enclose a benefit check in the amount of $ 29,840.48
made payable to Lawrence H. HcGuire Jr., beneficiary of Elizabeth H.
HcGuire, decsased.
OetaUs of calculations are ae followe.
Principal Amount
Intereet (08/07/95 to 09/01/95)
Lsss Federal Income Tax Withhsld
$ 30,520.26
80.27
760.05
Total Proceeds
$ 29,840.48
The company is required to report earned interest to the IRS for the
current tax year. You will receive a 1099-INT for $ 80.27 and a 1099-R
for $ 7,520.26 under your Social Security Number 162-22-5772.
The 1099-INT L'eporte interest earned from the date of death to the date
the ben..fit waD paid to the beneficiaL'Y. The 1099-R reports the
!.ntua:est.: f:lbCne'U while the lJ.,:,ll....y WAlS Act!...." pr';;.d.ou::s to tha dote of
death.
~
Should you have any questions, please do not heeitate to contact this
office 1-800-726-6221.
Sincerely,
~M?~
Michelle Oattilo
Senior Claims Examiner
Enclosure
CCI Pionner Financial Group, 1301171
UVU09II'IJlfll I I
eo,",o.w,'''.O' ".."".." SCHEDULE F
I.~WI\:.~\'."~:~:~~'. JOINTLY -OWNED PROPERTY
ESTATE OF Eli~:-;l. /oL'Gu~=-_H=~~~~_------- .--------'mE- NUMBER
Joint l.nonl(.I.
NAME
A, Iawrence H. McGuire, Jr.
ADDRESS
35 Fbx croft Drive
Camp Hill, PA 17011-1530
B.
c.
Jolntly.own.d p,op'''y'
ITEM
NUMBE
LmER
FOR
JOINT
TENANT
DATE
MADE
JOINT
(all i
re 1M
oint i
s
It year
rior
.o.d.)
DESCRIPTION OF PROPERTY
TOTAL VALUE
OF ASSET
Kerr{:ler H gh Yield-Fund A
$56,127.60
1.
2. (all i
with
Kemper High Yield-Fund B
$95,624.84
.)
3.
Kemper Municipal Bond-Fund A $95,915.70
Putnam High Yield Advantage $98,152.26
CC-A (as to itans 1-4 see
letter of F. Pfister attach
4.
5.
$15,000 CUmberland Valley $15,242.00
Pa. Bonds, 5.60%-09-01-1996
at 101.613
680 shs. DaUphin Deposit $18,020.00
COrp. at $26.125
16 sha. Gen. M:ltors elE at $ 738.00
$46.125
6.
7.
RELATIONSHIP TO DECEDENT
son
DECD'S DOLLAR VALUE OF
'HI INT. DECEDENT'S INTEREST
50 $28,063.80
50
$47,812.42
50
$47,457.85
$49,076.13
50
50
$ 7,621.00
50
$ 9,010.00
50
$ 369.00
(continued I
TOTAL IAho ""'.r on I1n. 6. R.eopllulollo") S
III more 'pace i. ne,d,d insert additional .hee', 0' sam. size)
Estate of Elizabeth H. M:Guire
Schedule F
Jointly-o.med property
(c:ontinuedl
Item 1/ Description of Property 'Ibta1 Value Deed's Dollar Value Of
of }\Sset % Int. Decedent's Interest
8. 2,956 units Lord J\bbett $27,343.00 50 $13,671.50
Bond Fund at $9.25
9. 521 units lord Abbett
Bond Fund 1./105 at .009 $ .09 50 $ .05
10. 2,112.21 units Prudential $ 2,112.21 50 $ 1,056.10
~ney Market }\Ssets at
$1. 00
(as to itans 5-10 see
, , letter of David Plish
attachedl
11. PNC Bank Interest Checking $ 5,703.13 50 $ 2,851.51
Account 1/5070082323
(PrinciPal & accrued into
to d.o.d.)
(see letter of Edith Tance1
attachedl
12. Delaware Group, De1chester Fund A.
17,157 shares. NEl' ASSET VAWE
(fran Wall St. Journa11 =
$6.28 per share. = $107,745.96 50 $53,872.98
TOTAL (Also enter on line 6, Recapitulationl
$260,862.34
p
~
September 7, 1995
Charles E. Shields 111 Esq.
Mellon Bank Bldg.
2 West Main St.
Mechanicsburg Pa 17055
Dear Mr. Shields:
In reference to your request of the account value on the date of
death of Elizabeth McGuire the figures are as follows.
15,000 Cumberland Valley Pa Bonds 101. 613 @ $15,242.00
5.60% 09/01/1996
680 Dauphin Deposit Corp. 26.125 @ $18,020.00
16 General Motors CIE 46.125 @ $738.00
4 General Motors corp CLI! 42.125 @ $169.00
2,956 Lord Abbett Bond Fund 9.25 @ $27,343.00
521 Lord Abbett Bond Fund l/MS .009 @ 0.09
2,112.21 Prudential Money Market Assets 1.00 @ $2,112.21
Total Account Value on 08/07/95 $63,623.30
I hope the information supplied is sufficient, if you require any
additional information or clarification , please do not hesitate to
contact me.
Regards,
2)/$
David Pllsh
Assistant to
Bruce Mulvey
=~1~~~~' 1lYoo ~ llt1vo, Lernoo,ne, PA 17043-P,O, Box 7, Camp HlI, PA 17001
DECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO.:
Elizabeth H. McGuIre
08/07/95
184-48-2897
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Interest Checking.
5070082323
Elizabeth H, McGuire
Lawrence H. McGuire, Jr.
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
01/01/79
$5,700.96
$2.07
$33.42
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
STOCK INFORMATION CAN BE OBTAINED FROM CHEMICAL BANK
AT 1-600-982-7652
.IYUllU. ''''I
E F
ITEM
NUMBER
.
J
PI.a.. Print or Typ.
NUMBER
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
COMMONWEAltH O' P(NN'YlV.A.NI.A.
INHUn.A.HC( TAk II(JUIIN
1I(SIDfHT DfCfDlNr
Elizabeth H. McGuire
DESCRIPTION
AMOUNT
A. Fun.ral Exp.n....
1.
2.
3.
4.
5.
Myers-Hamer Funeral Hana
St. .:tohn's Cemetery - grave opening
Oeissler's Flowers - for casket
Messiah Village - catering
Gingrich Memorials
$5,758.00
$ 400.00
$ 45.00
$ 141. 57
$ 72.00
B. Aclmlnl.trallv. Co.lI.
4,
C.
I.
2,
3,
4,
5.
6.
7,
8,
1.
N/A
Perlonal Reprelentallve Cammlnlonl
Social Security Number of Penonal Reprelentallve:
Vear Com minion I paid
2.
Allorney Feel Olar1es E. Shields, III (estim.l
$ 718.75
3,
Family E.empllon
Clolmant
AcId,... of Claimant at decedonl'. doath
st,.ol Acldre..
Relallonlhlp
N/A
City
slale
Zip Code
Probale Feel
Mltc.llan.ou. Exp.n.e..
Filing Inheritance Tax Return
$
15.00
TOTAL IAllo entor on line 9, Recapltulalion)
(If more .pac. I. need.d, In.ert additional .heet. of .am. .Iz..l
S 7,150.50
11\l1J1J I" 11."1
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI. a.. P,lnt or T .
FILE NUMBER
(OMMOHWIAUH Of reNNin_NIA
INHllltANCI tA. InUIH
InlolHt OlelDINt
ESTATE OF
Elizabeth H. McGuire
ITEM
NUMBER
DESCRIPTION
AMOUNT
1,
Messiah Village - Final bill
$693.21
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional shee's o( same size.)
$ 693.21
Ih Iil)l" IU'I
~
COMMONWIAUH 0' ,INN'flVANIA
INHIIIlANCI lAX ."UIH
.nIDINI DICIOINI
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Elizabeth H. McGuire
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1,
A. Taxabl. B.qulltll
Lawrence H. McGuire, Jr.
35 Fox Croft Drive
Camp Hill, PA 17011-1530
son
100%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charllabl, and Gav.rnm.nlal BequI.hl
l.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AlIa .nl., on lin. 13, R.copll.lollon) S
(I' mort .pace I. n..d.d, In..rt addltlonal.h..t. o' .am. .11.)
- ~
r;
:,(
. ',' ~
1;;1
I?~
,
I
--...~.,-_..__..~.--- ~
Mr." III t.Jw\JUl...:rI;:;]'l\I1I;;f!'LQL.J;',lMJlIITIUL-1:l~QYJllli
1, I::l~IZ^III:'f1l II. UcGtJIUI.:, of tho Township oC Uppar hllen,
County or Ctlrl1barl.1nd, oud ntnto or Ilonnnylvnnln, boll1l1 or Dound
,'ntl diuIlouil1tJ rnirhl, rnoMury .lllt! umJol'ul;lntlJI1lJ, UU m.lko, I'Uhliuh
,.
\';
,
'i
nut! dC!clnro thIn to ho ny I.not Hill nnd 'I'out.lmonl.:, hOI'ohy
ro\'o~:l"(J lllle! Milklnl) void .1) 1 (ormul' ,'" J In by mo 011.: ony timo
~.....i
"'1
: ,~~ "
heraloeo!"o JlhlUU.
1.
1'1
l:
;~, I
I dia'oct tho p,]y~cnt or illl my juut dobtD nml Cunornl
O)(POhoca nn noon na convoniontly may bo nCtor my uoconuo. All
ootato, inhcl"itllnco, nuccooolon .lod othol' tl1)(CD imponed or
1,
pnyable by rOQnon of my denth, with ronpoct to nl1 proporty
pnooin<j unl!er thlo 11111, or otherwise, shnll be paid out of the
principal of my rosiduary cstate, as if such taxes wore adminis-
trdtion expanDoD, without apportionmont or right of
roimbursoment. I authorize my Executors to pay nIl such toxos at
ouch timo or timos 00 they doom advisable.
2.
All tho rOGt, rooiduQ nnd romainder DC my Estato, ranI,
perDonn} nnd rnh:cd, whatGoovor nnd whorosoover situate, I givo,
clovino nnd boquoath to my Don, [.awronco II. HcCuiro, Jr.,
currently of Foxcrott DrIvo, Camp lIill, Ponnsylvania.
.
J.
In tho avant, howevor, that my said Don should prodecoQso
mo, I givo, dovise and boquoath my said Estnto in equal shares
unto my throo (3) grandchildron, Lawrence II. MCGuiro III, Jeffrey
S. MCGuIro, and Kathloon E. MCGuire.
Shoull! nny of thorn
prodocOQOO mo, then uuch procodont'o ohnro shall go to his or her
Durvivinq children ~ nttrnon.
4.
I nominata, conotitute and appoint my son, Lawrence If.
MCGuire, Jr., to be the Executor of thin, my Last Will and
Tostament. It ho ohould predeceaso mo, or tor any othor roason
bo unablo to act aD Exocutor, I appoint Tho First Dank and Trust
Company ot Mechonicoburq to bo tho Exocutor in hiD place and
1
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15-&J - JD
toe
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R!V-1547 !X AFP (12-95*
Cotl'tONWUL T" OF POltsVlYAHIA
DEPUTttEHT Of' REv[HUE
IUREAU Of INDIVIDUAL "leU
O[PT. ""01
HARRUIl>>G, PA 11UI-UDl
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-12-96
FIL! NO.
OAT! OF DEATH 08-07-95 COUNTY CUMBERLAND
NOTE I TO IHSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TltE UPPER PORTION OF THIS FORN IIITH YOUR TAX
PAYMENT TO TNE REGISTER OF WILLS, MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
-...t R..lttod
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..
iii';:U4-j-ix-jiFjI--ii2':9sriiiiiici--oF-YNHEiiii'ANci-TAx"A'PpRA'isEiiiiii'-;-jii.L'oiiANci-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCGUIRE ELIZABETH H FILE NO. 21 95-0790 ACN 101 DATE 02-12-96
TAX RETURN WAS I I X I ACCEPTED AS FILED
I I CIWIGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Reel E.t.t. ISchedule AI
2. Stock. ond Bond. ISchedul. BI
5. Clo..ly Held Stock/Partnerahlp Int.r..t (Schedule C)
~. Hortg.ges/Not.. Receivable (Schedul. DJ
5. C.ah/B~ Deposlta/Hlea. Parsonal Pr~rty (Schedule EJ
6. Jointly Owned Prap.rty ISchedul. FI
7. Tran.fara (Schedule OJ
I. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEHPTIONSI
t 7,150.50
9. Funeral Expen.../AdII. Ca. ./Hlao. Expen... (Schedule H) C,J
10. Debto/Mortg_ LhbUiU../U.n. ISchedul. II 1101 693.21
11. Tot.l Ooductian. 1111
12. Nat Value of TaM Return (12)
15. Charltabla/Goyarnaant.l aeque.t. (Schedule J) (15)
14. H.t V.lu. of E.t.t. SubJeat to Tox 1141
NOTE I If an aBBallBment wall iBBued praviouBly, linall 14, 15 and,or 16. 17 and 18 will
reflact figuraB that includa tha total of ALL returns allllaBsad to data.
ASSESSMENT OF TAXI
15. ~t of Lin. 14 .t Spou..l r.t. 1151
16. ~t of Line 14 t.xable .t Lin..l/Cl... A ~.t. (16)
17. ~ount of Line 14 t.xable at Coll.t.ral/Cl... 8 rat. (17)
11. Prinaipo1 Tox Due
TAX CREDITS I
PAYMENT
DATE
10-23-95
111
121
151
141
151
161
171
.00
.00
.00
.00
31.975.56
260,862.34
.00
III
292,837.90
7,843 71
284,994.91
,DO
284,994.91
.00
284,994.91
.00
X . DO.
X .06.
X .1S.
UII
.00
17,099.65
,DO
17,099.65
RECEIPT
NUltBER
AA082247
DISCOUNT 1+1
INTEREST I-I
854.98
AItllUHT PAID
16,244.67
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
17,099.65
.00
.00
.00
. IF PAID AFTER DATE IHOICATED, SEE REVERSE
fOR CALCULATION OF ADOITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDrr" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS. I
t -- . -
\
'.
1
<)(
b.!
RfIERYAllDNI E,t.t.. of dec~t. dying on D~ be'or. u.c..ber 12, 1'" ~~ If ~ future Int.,...t In ~ ..'at. I, tr~''''red
In po.....lon or enJoYMnt to Ct... . (COU.t.AU benltfJol.r... of the deced.nt Ift.r u.. Ikpl,.aUon 0' ..., ..t.t. for
1.1,. or fa,. W""" the C~.lth her., '!cp,.lIh ,.....-v.. the rllht to ...,..... Md ...... tr....'.,. Jm.rUIIMI Tu..
.t the l~'ul el". . (colll'.r..) r.t. on ~ .uch futu,., Int.r..t.
PlIlPOU OF
NaTlCEr To tvlfUl thrI r~lr.....ta of s.aUon 2.40 of the I""rlt~ end Elht, Tax Act, Act ZZ of 1"1. 72 P.I.
IeotlDn 2141.
PAYHDfTI
,
Detecft the top porUon 0' thh NotlCI Md IIUblIlt with vour ...,...t to the A".lt.,. of W11h printed on u. r.v.n. .Ide.
...... check or ~v orct.,. p"MlI, to. REOISTEI OF HILLS, jGEIfT
All pIYMnb rKIlvN ....11 'Int tMI ...11_ to WI, Inte,..t .....Ich -V be ... with en, ,._1,..,. .,,11. to the tax.
REf1ICD caUl' ,..fund of . tu credit, INhlch .... not r8qUillt... an U. Ta Rltum, ~ bit r..,..t.t by c~l.Ung WI -Application
'or Refund of Pennlylv.nla 1m.,.lt~. ~ E,t.t. Tax- (REV-ISIS). ApplIcation. ar. .v.ll~l. .t the OffIce
of the A..I.t.r of Will., ~W of the 2J A.venue DI.trlot Offlc.., or by call1n1 the eplCl.1 14.hour
~.werlng ..rvlc. ~r. for 'or.. ordering I In '-nn1Y1v.n1. 1....-561.1.5., out'lda P~'vlv~l. and
within local ",rrlabor. .r.. (7171 7.7...94, TID' (717) 77Z-11S2 (Hlarlng 1.,.lrld Onlwl.
OBJECTJONS, Anv p.rh In Int.r..t not ..'hflltd wIth thl! appnl"-\t, aU0W;anC8 or dl..UOMMCtI of deducUon., or .......,t
of tn (IncludIng dlltCount or Inhr..U .. IhcMln on thll Notice ....t obJKt ..I thin .hltv (601 dewe of rKIIlpt of
thh Notlc. bWI
.....rltt.. prot." to the PA Daparbwit of hVMUII, Board of Appeal., Dlpt. 111011, Harrlabur., PA 1711'.1111, OR
"".Iectlon to hft. the ..U.r dat.r.lned .t .....It of the Kcount of the panonal r.r...nt.Uv., OR
..-.....1 to thl Orphan.' Court.
AIlIIIN
IITRATJW
CORRfCTJDHlI
'_tual .rror. dhcov.red on thh ........"t 1hou1d btI IIddr...ed In writing to. PA o.p.ru..nt of R.VIf1Ul,
lura.u 0' IndividUal TIXI" ATTHI Po.t A....seent R.vl... unit, Dlpt. 1'0601, Harrllburl, PA 1711..0601
Phone e7171 7'7.'501. S.. pee' S of the bookl.t wln.tructlon. 'or Inherltanca TaM A.turn for a A..ldant
Dacadentw (REV.1.011 for.. .xplanatlon of ad.lnl.tratlv.l~ correctabla .rror..
If ..v taM due I. paid ..Ithln thr.. (51 calandar ....lh. aft.r the Headent.. death, a five perc..t UXl dlltCount of
the taM paid hallowed.
Inter..t h charled beGlnnlna with flnt day of dlllnrwuancv, or nIne e'l IMlftth. .. ana (1) daw frM the data of
death, to the det. of P')"IIlInt. 'aJII' whIch bee... delinquent ba'or. JInUlf"W 1, 19" bear Int.r..t at the r.t. of
,I. e~1 peroent per am..- c.lcul.ted It .. dellv rat. of .DDOlM. All tlX.. whICh bee... dallnqu.,.t on and .ftar
.....rv I, 1912 will bear Int.ra.t .t .. rat. Nhldt ..Ul vary f,.,.. calendar YHf" to c.lendar V"r ..Ith that rat.
~... bv the PA Depart.."t of bvll'lUl. The appllcabl. Inter..t rat.. for 1'.1 through 19M .r.,
alleourU.
INTER!ITI
~ Inter..t R.ta Dally Int.r..t 'IICltar ~ Inter..t RIIt. Dallv Int.r..t 'aotar
1911 ZDX .DD'Ma 1917 OX .DOotn
I'IS 101 .DD04Ja 1"'-1"1 l1X .DDDSOl
1914 IU .ODDSDI I"Z OX .100147
1911 IS" .IOOSS. InS-19M n .0001"
19.. I'X .IOU74 Ins. 1'" ox .IOU47
".In"r..t h c..cuhted .. followlI
JItTEIIElIT . SAUNCE OF TAlC UNPAID X IlVIlBER OF DAYS DELINQUENT X DULY JIfTERE8T FACTOR
".Anw Hatlc. I..ued .ft.r thl! t.x beeDle. delinquent will r.flact an Int.r..t calcul.tlon to fIfteen (151 daVI
blvond thl! d.t. of the .....uent. If paPMt II ... aft.r the Int.r..t COllpUt.tlon at. IhoMn on the
Notice, IIddltlonal Int.r..t .,.t ba calculated.