HomeMy WebLinkAbout95-00812
O()VlftNOflS' ROW
17 NORnI mONT S11lEn
IIARRISRURll. rENNSYLVANIA 17101
E MAIN STREET. RROI I\OX '66
ELlZARF.n1VIIU. rF.NNSILVANIA 170n.701
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KERWIN AND KERWIN
ATTORNEYS AT I.AW
17I7111s.4761
FAX 1717111U4Il
Pilau Rrpl, To,
o II^RRISSURll OFflCE
. F.UZARETIIVILLE OffICE
17171161.1111
(71718.6-9011.
FAX 171711.1..410
rA1Rk'x E t;l.U,'IN II'mllHl71
nlUtXlRY lot KlR\\'IN
1tM1Nl"E J KfJlV.'IN
jl~EJ'Illl t:l.R\\1N
(lOllY JotlClUI\E KER.....IN
October 25, 1995
f-1 <I
:"1
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Martha A. Schucker - No Letters
Date of Death: 09/30195
Social Security Number: 162-07-8819
(j",
Dear Sir or Madam:
Please find enclosed herewith, for filing in your office, the following:
I. Three copies of the Inheritance Tax Return for the above-captioned estate,
2. A check payable to the Register of Wills, Agent in the amount of $114.14 for the
tax due.
3. Three copies of the Inventory.
4. A check payable to the Register of Wills in the amount of $25.00 for the filing
of the Inheritance Tax Return and Inventory.
Please note that no lellers have been granted in this estate. Would you kindly time stamp
one copy of the Inheritance Tax Return and one copy of the Inventory and return them to me
along with a receipt for the paid inheritance tax in the enclosed, stamped, self-addressed
envelDpe.
Thank you for your kind help,
GMK:bmk
EnclDsures
:'5Jt/!A Y-
~.fY M. KERWIN
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REV. 1600 EX, n.'4J
NO I.ET'I'ERS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FilED IN DUPLICATE
WITH REGISTER OF WillS
NUUBER
fOR OATES OF DUnt AfTER 11Ilt'It CHECK HERE
If A5f'OUSAL 0
pnvEIHYCR[DIT IS CLAIUEO
FILE NUMBER
DJI
COUNJ'tCODE
'IS
RI2-
CO"'~Ff,'lI.~r.hl'\~fPofNID'~~'N"
HARRlSfl5~t,i!ro 'Z~'06O I
YEAR
D
E
C
E
D
E
~
DECEDENT'S NAME lLAST .fIRST. AND MIDDLE INITIAL)
SCHUCKER MARTHA A.
DECEOENT'SCOUPLETE ADDRESS
17th and Markot Stroots
Camp Hili
SOCIAL SECURIJ't NUMBER
162-07-8819
DATE OF DEAl H
09/30/95
DATE OF BIRTH
02/06/03
Count Cumbor loud
(IF APPLlCABLE)SURVIVINa SPOUSE'S NAUE (LAST ,flRSI AND MIDDLE INIIIAL) SOCIAL SECURITY NUUDEk
AMOUNT RECEIVED (SEE INSTRUCTIONS)
~ H X~:
C Ii C
K~~ [gI6.
C P
o NAME
I ~ Gro or M, Kerwin Es ulro
5 H TELEPHONE NUUBER
T 717 362-3215
1, R.al Eslal.(Sch.dul. A) 1
2. Slocks and Bonds (Sch.dule B) (2)
3. Closely H.ld SlocklPannershlp Inlerest (Schedul. C) (3)
4. Mongages and Noles R.colvabl.(Sch.dul. D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Ploperty (Sch. E) (5)
6. Jointly Owned Prop.rly (Sch.dul. F) (6)
7. Translers (Schedul. G) (Schedule L) (7)
8. Total G.oss Assets (total lines 1.7)
9. Funelal Expenses, Administrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts, Mongage liabilities, liens (Schedule I)
11. Tolal Deductions (total lines 9 & 10)
12. Nel Value of Eslate (line 8 minus Line 11)
13. Charitable and Governmental aequests (Schedule J)
14. Net Value Sub ecl to Tax (Line 12 minus Une 13)
15. Spousal Transf.rs lIor dales of death aher 6-30-94)
See Inslruclions '01 Applicable Porcenlage on page 2,
(Include values from Schedule K or Schedulo M.)
1&. Amount of Line 14 taKable al 6", rale
(Include values flom Schedule K or Schedule M.)
17. Amounl 0' Line 141axable ailS". rale
(Include values from Schedule K 01 Schedule M.)
18. Principal I.. due (Add la. !rom Lin. 15. 16 and 17.)
19.Ctedils/Sp Poverty Pllor Payments Discounl
+ + 6,01
20. II line 19 is g,ealer thtln line 18, enlelthe difference on line 20. This is the OVERPAYMENT.
III D ICheck her. If you .r. requeltlng I refund 0' your overpayment.1
21. II L1no 18 Is grealer Ihan line 19. enlllthe dilference on Un. 21. This is lhe TAX DUE.
A. Enter the int,,,sl on the balance due on line 21A.
B. Enler Ihe lolal 01 Lin. 21 and 21A on L1n. 21B. This Is Ihe BALANCE DUE.
Mah Check Pa abl. to: Re liter 0' Willi, A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
.rJMN ..opeftMY, K " ....... .r.""n,ne "lJKtOm~nyngK .. ...m.n.,' 0 f 'Omt now g.. " "Ul,
CO"'cl.nd compl.I.. decllr.lh.t.1I ".I.all" h.. b..n "porled.' Iru. INr",' ~.IUII. D.t1.r.Uon DI p"p"r.r olh.. than ItI. p ,noNI "p'...nlaUvlla boIaed on IlIlnlolmllloo 01
which prep"" h.. Irrf knowl.dg..
2. Supplemental Return
4a. Future Interest Compromise
(lor dales 01 death aher 12-12-82)
Decedent Died Testate D 7. O.cedent Maintained a living T.ust
(Anach co 01 WiU) (Anach. co of Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Original Aeturn
Limited Eslate
Remainder Aelurn
(lor dates 01 death prior 1012-13.82)
Federal Estale Ta. Aelurn Required
Total Numb.r 01 Sate Deposit BoxlS
05.
-.!L8.
COt.4PLETE MA1l1HG AOORESS
Korwln & Korwln
RR 01, Box 566
Ellzabothvlllo
PA 17023
~
C
A
P
I
T
U
L
A
T
o
N
2,232.33
(8)
2,232.33
(9)
229.91
(10)
(11)
(12)
(13)
(14)
229.91
2,002.42
2 002.42
(15)
0.00 X
:
0.00
(16)
2,002.1,2 X .06:
120.15
I
X
C
o
M
C
I
T
o
N
(17)
0.00 X .15:
0,00
(18)
120.15
Inler051
(19)
(20)
6,01
0.00
(21)
(21A)
(21B)
Ill, .11.
0,00
111,.11.
SIGNATURE Of PERSON RESPONSID~E fOR ~ILlNG RETURN
DATE
.' . rlrnt.
Korwln & Korwln
RR Ill, IInx 566
~:-'-izili;';~i,;;ii i;;;- p~-' - i iliif --. -.-. -.. -. - - --. - - -.
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DAfE
In I,
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SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REY. UHEX .(1.111
CO...tI.'m~{\,g,NbY.H"
ESTATE OF
MARTHA A.
ITEM
NUMBER
A.
B.
C.
Pi.... P,lnl Dr T .
fiLl NUMBER
SCHUCKER
SS
162.01.8819
09 30 95
DESCRIPTION
AMOUNT
1
Fun.,al Exp."..'.
Boscov's Depertment Storo . BurIal Dross
B9.91
1,
Admlnllt.aUva COltll
Personal R.presentatlvI Convnisskms
Social S.curity Numb., o' Personal ReplIs,nlat!vl:
V,a. Commission. paid
2.
Attorn.)' Fees
Korwln & Korwln
125.00
3.
Family Exemption
Clalmanl
Address 01 Claimant at dlcedent's death
Str..t Address
City
State
Zip Cadi
Rllatlonshlp
4. Prob.'. Fees
1
Mlle.llanlDUI Exp.nl..:
Cumberland County. FIlIng 1nhorltanoo Tax
Roturn and Inventory
15.no
, 229.9\
TOTAL (Also Inlll on Ln. 9, AICI Mutallon)
(lr mo,. ,plcll. n..ded,ln..rt addltlonal,h..11 of ..m. II.,.,
'11 If 11'1111 Iln';IlI!".'.1'1'111.rrr."'I"fW I,
j 'p,II\M , '1 If".
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF D1\Ul'IIlN
1
J
III
FH1\NK SCIlUCKEll
--. -,--.---.--..---. ......... -.--. ..--.------..-----...--.,--..-.-...- - ..-....
b~lng duly _sworn __ _n" ""u_ .ccordlng 10 I.w, dopolO' .nd "y' th.1 1.0 J II .,""hl1
I ExecutoLp______.___ u _'_u_ ___u_." 01 Iho E,hlo 01 _MlU'_tlla.-A._lh:huclluJ:
,
I.t. 01 _"_Camp_lIill _ on_.____ ____, Cumborl.nd County, r.., ,'.CII'"' .nd 11,.1 II,.
wllhln h .n Inyontory m.dD by ..J::I."l\llkJtchucke.I:--__"_____un".__' "'D sol.' "xucuLIJI.'
DI tho onllrD o,hle 01 sold docDdenl, con,hllng 01 .11 fhD pOrlDn.1 prDp.rly .nd rool 011.10, OIcof.1 ,..1 ..,.1. ""hl,l.
Iho CDmmonwoollh DI Ponn'yly.nl., .nd Ih.I Ih. IIguro, Dppolllo eech 110m D' Iho InyenlDry ",,,,".,,1 II', ,.1, ..111.
.11 01 tho d.le 01 decodonl', de.lh,
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I
., ec.~bc r
lr!6n~ 0
19 'is"
4. "il
... f . ' ./
-z-~ o. ~.&(.-! . \._"
FH safUa<~'UUIO' . AJmlfthlut.,
.nd ,ub,crlbod bDIDro me,
.llL\'les.t._!!roatL Strce t.
I
.
NOlarial soal
Beatnce Marie Kerwin. Nolary Public
Washinglon TwP.. Dauphin COllnly
My Commission E,pires Jllly 25.1998
_. PllMSyIv,,","Assooatoonol-
30th
01 Oo.th _______
DIY
Eliznl~_!;'lVU19L!Jl\_ .170.U
Add"..
0.10
I
I INSTRUCTIONS
I.' An In.onlory mu.f bo 1II0d within fhroo monlh. .If., oppDlnlment 01 pOrlDn.1 roprOlonhll.o.
2: A .upplemont Inyonlory mu.1 bo 1II0d withIn thirty d.y' 01 dl.coyory 01 .ddItIDn.1 OI,.h.
,
3" Addltlon.1 ,h..h m.y bo .1I.ched .. fo pDrlon.lly or re.lly
~: S.e Arllclo IV, Flducl.rl.. Acl 01 1949.
September
Month
1 ?lJ~_ __________
Vur
III
H
.rl
ffi 6'
III
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a.. -' u. , :11 J "- ell E
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z 0 c :11 ~ ,;
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a.. ...
c 0
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0 Jl III
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Invonlory of Iho rool and paraonal oalato 01
"" "
Mll.tl.hll.-~lil-
___ docoasod
I' "
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.-- _..-..--_.-...- ... ~,-.. --
1. Refund check from Buff ington-Reed Funeral lIome 2,232.
I
33
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I
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,
D NO. AA 082266 COMMOND~~~~~~T~: ~~:~:YLVANIA
. OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
nY-II62.II....'
~&
RECEIVED FROM: i
ACN
ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
GREGORV M KERWIN ESQ
RR 01
BOX 566
ELI2ABETHVILLE, PA 17023
101
.114.14
-fOlD HilI
'~DHf"
ESTATE INFORMATION:
~ FILE NUMSER
'" 21-199:5-0812
EJ NAME OF DECEDENT (LAST;
SCHUCKER MARTHA A
m DATE OF PAYMENT
EI POSTMARK DATE
COUNTY
CUMBERLAND
DATE OF DEATH
SSN 162-07-8819
(FIRSTI IMII
SEAL
FRANK SCHUCKER
CIO GREGOR V M KERWIN ESQ.
CHECK" 4274
fa TOTAL AMOUNT PAID
'114.14
DO
REMARKS
REGISTER OF WILLS
j .......'
RECEIVED BY l . . I I. ,," J Ii.)
/ SIONAlU~ I . . ~ J
MARY C. LEWIS ,/,;J .l!,!
REGISTER OF WILLS
,-- -- - -- - ---- ---'-- --.- - ~--- --- --- ----- -- -- --- -- -- - - -.-
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.:.-.._.-'""7"-....--...~.d~ _'~f ....~..
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'1/
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REV-1547 EX AFP 112-95*
COMHOtMALTH Of PE*SVlVAHIA
DEPARlt€"f Of R(VENUE
'UREAU Of INDIVIDUal TA)ln
DEPl'. lID601
HARIUSauRC, PA 11111.0601
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
ACN 101
DAT! 02-12-96
09-30-95
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUSNIT TNE UPPER PORTION OF TNIS FORM WITH YOUR TAX
PAYNENT TO TNE REgISTER OF WILLS, NAME CNECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
GREGORY M KERWIN ESQ
KERWIN 8 KERWIN
RR 1 BOX 566
ELIZABETHVILLE PA 17023
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
Aaount R..Hted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iii'i=is4TEx--iiFP-nF9i;"j-NcificEucWYriHEiiii'ANCE-'fA'x-jipjiRAiiiiHEN'r;-iii.Di'WANCE-ifR'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHUCKER MARTHA A FILE ND. 21 95-0B12 ACN 101 DAT! 02-12-96
TAX RETURN WAS. I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rod E.toto ISchodulo A) 11)
2. Stock. and Bondi .Schedule BJ (2)
S. Clo..ly Hald Stock/P.~tn.rahlp Int.r..t C~l. C) IS)
4. Kortg.g../Not.. Receivable (Schedule DJ (4)
S. C..h/B.nk Deposita'Hi,c. Parlonal Property (Schedule EJ (5)
6. Jointly Owned Property (Schedule f) (6)
7. Transfara (Schedule 0) (7)
8. Total A...h
) CHANGED
.00
.00
.00
.00
2.232.33
,00
.00
IBI
2,232.33
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expen.../Ada. COlta/Hlac. Expan... (Schedule HJ
10. Dobt./NortgOQO Llabllltlo./Llon. ISchodulo II
11. Total DaducUon.
12. Nat Value of Tax Raturn
15. Charltabl./Govarnaantal Baqua.t. (Schedul. J)
14. Nat V.lu. of E.t.t. Subj.ct to Tax
IIOTE:
191
1101
229.91
.00
(11)
1121
1131
1141
"9 91
2,002.42
.00
2,002,42
I~ an assessment was issued previouslY, lines
re~lect figures that include the total D~ 8hh
ASSESSMENT OF TAX:
IS. Aaount of Lin. 14 .t Spou.a1 rata C1S)
16. ~ount of Lin. 14 taxabla .t Llneal/Cl... A rat. (16)
17. A.aunt of Lln. 1~ t.xab1a at Co11.t.ral/Cl... Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYNENT
DATE
10-26-95
14, 15 and/or 16. 17 and 18 will
returns assessed to date.
.00 X ,00.
2.002,42 X .06.
.00 X ,15.
Ilel
.00
120.15
,00
120.15
RECEIPT
NUIl81R
AAOB2266
DISCOUNT
INTEREST
e'l
I-I
6.01
AItOUNT PAID
114,14
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
120.15
,00
,00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS TNAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE
A REFUND, SEE REVERSE SIDE OF TNIS FOHN FOR INSTRUCTIONS,'
RESERVATIONI E.t.t.. of decedent. d~lng on Dr before Dec.-blr ll, 1,8l _& If env future Int.re.t In t~ ..t.t. I. tten,'.rred
In po.....lon or enjo~t to CI... I (coll.t.ral) beneflCllrl.. of the decadent .ft.r the Ixplratlon of InV ..t.tl for
Ilf. or for y.ar., the C~llth ~reby Ixpra..lv ra..rv.. ~ right to eppr.la. and ...... tran.f.r Inherlt.nc. T.x..
at t~ l.wful Cia. a . (collat.r.l) r.t. on anv such futura Int.r..t.
PURPIlSl' Of
HCIT1CEI
To fulfill the requlr..-nta of Section ll40 of the Inherlt.nc. ~ Eltat. Ta. Act, Act 2Z of 1991. lZ P.S.
Section 2140.
REf\.IUJ(CRh
DatKh the top portion of this Notlc. and .w.1t with your PII~t to the Ralll.ta,. of wllh printed on the nvar.. .Ida.
&-Haka chack or IIOOI~ orell,. plvabl. tOI REGISTER OF MILLS, AOEHT
All pe)'Hl"lt. rae.lweI shIlll flr.t be epplled to .....v Int.r..t which ..v ~ dUI with env r...lndar eppllMl to the tall.
A rafund of a ta. credit, which w.. not reque.ted on the T.. R.turn, ..)' be r~lted bv coaplating WI -Application
for Rafund of Pennlylvanl. Inherltanc. and E.tat. Tlx. (REY-ISIS). application. .r. avallebl. at thl Offles
of t~ Ragl.tar of Will., any of thl lJ R.vanua DI.trlct Officas, or by calling thl 5PlClal Z4-hour
.........rlng I.rvlc. ~r. for fora. ordlrlngl In P~'Ylv.nla 1-100-562-2050, outs Ida penn.vlvanla end
within local Harrlaburg ar.. (111) la7-1094, TDOI (111) 77Z-ZlSl (H8lrlng lapllred Onl~).
PAYJtENT.
OBJECTlONSI
Any plrty In Int.r..t not ..tl.flad with the eppr.I...-nt. .llowanc. or dl.allowenc. of deduction., or ......-.nt
of ta. (Including dl.count or Int.r..t) I' shown on thl, Notice .u.t object within .I.t)' (60) day. of r~lpt of
thh Notlc. bv.
--wrlttan prota.t to t~ PA Departaent of R.venue, lo.rd of appall" Dept. Za1021, Harrl.burg, PA 17IZ8-1021, OR
--.Iectlon to have thl .att.r eIIt.r.lnad at audit of the Kcount 0' thl per.onal rapr..antaUv., OR
--eppaal to the orphan" Court.
ADMIN
ISTRATlVE
CORRECTIONS I
INTERESTI
Factusl .rror. dl.cov.r.d on thl. .......ant should b. addr..." In writing tOI PA o.plrt.ant of Rav~,
aur.au of IncUvldual TIn., ATTNI Po.t ..........,t Ravl... Unit, ~t. 280601, IIl1rrhburll, PA 11121.0601
Phone (111) 7'7-6505. S.. pega S 0' the booklat ..n.tnuctlon. for InherltDnCa T.. R.turn for. R..ldant
Decadent- (REY-ISOI) for an 'lIplanatlon of .a.lnl.trstlv.ly corr.ctable .rror..
If any ta. due I. p.ld within thr.. (5) CllandI~ .unth. .,t.r the dlcadent'. deeth, a flv. p.rcent (SX) dl.count of
the tall paid I. allowed.
Int.r..t 11 charged beginning wi th I1r.t da~ of dellnquencv, or nine (,) eanth. and one n J day frOll the data of
death, to the data of p.veant. lall'. which bee... delinquent ba'or. January 1, I'IZ bear Int.r..t at the r.t. of
... C6X) parcant par IIIV'IU8 eslculated at a dally uta of .DODl64. All tu.. which bK... delinquent on and .ft.r
Januarv I, l'.Z will baar Intare.t .t . rat. which will y.ry frOll cal~r ~'.r to cal~r v.sr with that r.t.
~ad by the PA Dep.rt.ant of Ravanua. T~ eppllcab1e Intar..t rata. for 198Z through 1996 ani
DISCOl.lfTI
~ Int.r..t Rst. Dslly Int.r..t Factor !!!! Inten.t Ret. Dslty Intlr..t Factor
I'll 'OX .0005.. 1'.7 " .GDOZ47
1'15 "X .DOOO' 1981.1991 1IX .00OSOl
19.4 lIX .000501 .99. " .ODOZ~7
1915 I1X .DOOSS6 1'95-1994 n .DDOI9Z
.... lOX .000274 1't5-It96 " .000247
--Int.r..t I. celculated .. follo..'l
IHTESEST . BAL~CE OF TAX UNPAID X HUnBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice I.~ aft.r thl ta. bac~. delinquent will r.'I.ct an Int.r..t c.lculstlon to fl,teen (IS) day.
beyond the at. of the ......Mnt. If par...,t II... aft.,. the Inter..t coaput.Uon data shown on the
HoUes, addltlon.1 Int.r..t .u.t be c.Jcullted.