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\ I'OR DATIS Of DEATH AnER 12131191 CHECK HEAl
"'~:~'b INHERITANCE TAX RETURN ~tv::fyU~:~DITISCLAIMED 0
(O"''''OHWI'~ "Hlm,V'H" RESIDENT DECEDENT ;'ILa ~UMliiit-- --'--,- q q 5--- -q-' 5-5- .'-
DIP,""'IH! 0' ",vi NUl (TO BE FILED IN DUPLICATE 0'..
H..."rJ:~. ~~'l'J\'. 0"" ,._ ' '" .. '" WITH REGISTER OF WILLS) C<!~N'Y coor YE~R , n NUMBE,R
DIClDW '. t4....MIII."~ . fin. ....,m Mloollltll 'A'I Ul(lp1t41 (OM'lITl ....DOIlU
Franklin. Glenn A. 40 SmlLh Ruad
'O(lAl..t~;': ;'~~~~93 '----T.ff:~I~~~~--'J'f;~i;~;~~~- -- (.~~wv ~~I~~~ /;~nd ~;~~,:~~y
(II '''I'V.IllI \Vltl.,UI, "oull 'N"'" n"" If." ;iltl;~Aii-, -'l~oo"nl(IJRlioru.v:iii~'- ~ -~AMoi:iHT~rffiviDi\n ".'IRUCIIOU'1
I'velyn I,. _ FranklIn __L J,_ 100X
a;J I. OdOlnol Rol"n rJ 2. Supplomon'ol Ro,,,n 0 3. Romoindo, Roru'n
_ - (IOf dOl II 01 death prio, to 12.' 3.821
o A. L1mitod E..o'o [J AD. 'ulUlO In,olo" Comp,oml'o 0 5. Fodolol fI'o'O To. Ro,uln Roqul,od
tfor dol.. of doath all., 12.12.821
o 6. Decedent Died T.,loIO lJ 7. Decedenl Malnlained 0 living TfU"
(Allath tOpy of Willi (Anoth tOpy of trUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
-
_ 8. Talal Number of Sol. Depolil 60'"
H''''
(OM'UH MAI\IUG AOOU
HAlIK. WI,IGLI, ANIJ PI,RKINS
126 I'nat King Street
.-Ji\uPIlJlJllilll!r&> PA 1 72'i]
BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
Undol ponohiOl 01 po'jul,. I dotlolo ,hol I ho'o o.omlnod .hl. loruln. IntludinO occomponylno "hodulo. ond .'o,omon". ond '0 ,ho bOl' 01 m, InowlodOo ond bollol.
II IIlIuo. ,0rro,1 ond ,omplo,o, I do,lolo .ho, all '001 0"0'0 ho. boon ,opo,'od 0' lIuo mOllo' voluo, Ootlololion of p'.pOIOI olhol,hon ,ho pOllonolloplo.onloll,o I.
baled on aU Inlormallon of whlth pre parer ho. any kno.....ledge.
"0"'"'' 0' ....OH ""OH'"'' '0' "~HO' U'H .00.... DAlI r
'~... tIVJ!'I!L C:t.1'GJ.iJ..~ dicL. ,.---!,vel,yn E. Frlll]],ll.!l1 '.0 SmithRood , Newville , I'A 1 n4.l-L'J- -13 S})
I "o".'U" 0' J\,,~1l\' 0"" ,,,.. ",""" IV' '00"" oAll r-
_ /'''',LL+=- ' .Jerry A. Wulf\le. 126 I'.~ St., Shippenuburg, I'A 17257 (l-/)J)-,>
Jerry A. Weigle. I'nquirc
1(1(Pl10N[ NUM". "
-LJ17 I
532-73!l.!L.-.
(1)
121
(3)
I A I
15l 13.000-,,90
lbl
171
:z
'"
S
~
bl
..
I. Real fllol, (Sthedule A)
2. Sloth and 60nd. ISth,dule B)
3. Clo.ely Held SlotltlPoflnenhlp Inlere.' (Sthedule C)
4. Morlgage' and Naill Retelvable (Sthedule D)
5. Ca.h, 6anlt Depo.ih & Mlltellaneou. Penonal Property
15,hod,lo EI
b. Joinlly Own.d Proplfly (5thedulo Fl
7. TlonllolllS,hodulo Gl15,hodulo II
B. Total G,on Anel. (lolollln.. 1.7)
9. Funeral bpen"', Admlnhlrolive Co.", Mb"lIaneouI
bpe"... (Sthedule H)
10. Debl', Morlgoge llobilille" lien' (Sthedule I)
11. Total Dedutllon\ (tolallln.. 9 & 10)
12. Nel Value 01 e.talD (line 8 mlnu. Line 11)
13. Charitable and Governmenlal Beque,'.15chodulo J)
14, Not Value Subitc1lO To" (Une 12 ~1~ld1e 131
15. Spoulal Tran.f'rI Ifor dOl II of dealh alter b.30.9A)
See In.trutllo", for Applltoble percentaoe on Reverie
Side. (lndude valUellrom Sthedule K or Sthedule M,l
1 b, Amounl of line 1 A tOkoble 01 b% role
(Intlude value. ham Sthedule K or Sthedule M.l
17. Amounl of line 14 lakable 01 15% role
(Include volue. ham Sthedule K or Sthedule M.)
18. P,intlpolta" due (Add to" from Line' 15, 16 and 17.)
19. Cflldill Spau.ol Poverl)' Credit Prior Poymenll
Diltounl
tnlele.'
(0)
13,000.00
19l
(101
19,183.48
(111_1.2.0183.48
(121 _U!..J83.48)
(13)
I!A) (6,183.48)
1151----,---.------".--- ~9NI~:_.!l!~~:r...--,-
(lbl __-,----,-----" .Ob _ NON)~lNSOI,Y~~T
(171___'
)( .IS II
(101
:z
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!;1
...
~
"
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U
+ + (191
20. If Line 19 II g"oler .ha" Une lB. enler .he diller.n" on Lint 20. Thl.l. the OVERPAYMENT. (20)
DO ..... ,..
~
...
1211
121A)
IlIB)
21. If line 181. glealer Ihon Unt 19, enler .he dillerente (In Line 21. Thill. tho TAX DUE.
A. Enler Ihe Inler..t on the balonte due on Line 21A.
B. Enler the tolol of line 21 and 2 I A on Une 21 B. Thl, I. the BALANCE DUE.
Ma". Check Payobl. tOl R.gI".' of Will., Ag.nl
.
Act '48 .f 1994 p'ovldes for the reduction of the tox ratDs ImposDd on the not value of Iransfe,. to or for
the use of the speuse. The rates as prescribed bV the statute will bDI
e 3% (.eIl wIN be applicable for estates of decedenll dVlng on or after 7/1/94 and before 1/1196
e 2% (."1 wIN b. appllcabl. for DstatDs of decedenll dVlng on or after 1/1/96 and before 1/1/97
e 1 % (.'11 wiN It. applicable for estates of decedenll dVlng on or after 1/1/97 and before 111/98
e SIITu--1 ken.Nrs occurring on or after 1/1/98 will bD exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
YES NO
1. 0111 "'cedent make a transler and:
a. retoln the use or Income 01 the property translerred, .......................................................
x
b. retain the right to designate who shall use the property translerred or its Income, ...............
x
c. relaln a reversionary Interest; or ...................................................................................
x
d. receive the promise lor lIIe 01 either payments, beneFits or careV.......................................
x
2. If death occurred an or belore December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate conslderatlonV II death occurred alter
Dec.mber 12, 1982, did decedent transler property within one yeor 01 death without receiving
adequate consideration9 ..... to,.. II.......................... I...... .............,...................... ...... ..........,0
x
x
x
3. Old decedent own an 'In trust lor' bank account 01 his or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
---- ...._.~... .-...
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(OMMONWUUH Of PrNNSVlVANIA
INH,.n"NCI '''IC InUIN
IIIIDIN' DleIDIN'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
pl.a.. Prlnl or T .
FILE NUMBER
ESTATE OF
Glenn A. Franklin
(All pr.p.rty lolntly.own.d with tho Right of Survlvonhlp mull bo dllclol.d on Schodul. '1
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
1994 Dodgc Dakota Truck - purchascd July. 1995
13.000.00
"
,- .
TOTAL AI.o .nl.r on lin. 5. R.ea
s
13 000.00
(Attach additlo"aI8~- )C 11- th..'t If more spacols n..d.d,1
"'("'1~1l1:' 1'.111
ESTATE OF
ITEM
NUMBER
Glenn A.
SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
_ j.. MI~CE~L~NEOUS ~.x..PENSES __ PI.a.. Pr'n' or Typ.
riLE NUMBER
I'runkl i.~_..__,__,_,___,_______
~I~~"
..llJIs...:
COMMONWU.UH Of PlNtnnVANIA
IWURllANCf TA. ItnUIlN
IlUIDlNT OfC[OfNI
DESCRIPTION
AMOUNT
A, Funl/al Exp.n,",
B,
A.
C.
1.
2.
3.
A.
5.
6.
7.
8.
1.
4.818.00
EgKer Funeral 1I0me
Flowers - funeral
75.00
1.
Admlnl.'ratlv. CO.t'l
Peroonol Repre.enlallve Camml..lonl
Social Security Number of Peroonol Rep'elenlotlvel
Yea, Comml..lonl paid
2.
Allorney Feel
Nurk, Weigle and Perkins
350.00
3.
Family e.emptlon
Claimant Evelyn E. Franklin Relotlonlhlp
Add,e.. of Clolm~n' 01 decedent'l deolh
Spouse
3,000.00
SI,ee' Add,e..
40 Smith Road
City
Newville
Slole PA Zip Code
17257
P,obole Feel
Mlle.llan.ou. Expen.."
Register of Willa. Cumberland County - filing Inaolvent PA
Inheritance Tax Return
Chrysler Credit - outstanding loan on 1994 Dodge Dakota Truck
10.00
10,930.48
TOTAL (AlIa enle, on line 9. Recapitulation)
(II mall .poce I. n.eded, '..ert addlt'onal .h..,. 01 .am. .Iz..)
S 19,183.48
-
"V ISUI'. Ilt'l
~~
(OJ.lIollOl~wl"ll" 01 thm,nVAIliA
INNllltANCr tn UtUIN
"'!!?I_~'.~~!I~~N'
.....1
SCHEDULE J
BENEFICIARIES
J
FILE NUMBER
ESTATE OF
Glenn A. Franklin
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
-----~--
A. Tallobl. a_qulth:
1.
Not relevant os estate is insolvent.
"
\
\
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
I
8. Charitable and Governmental Oeque,'u
I
1.
.
,
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTSIAI.o onlor on IIno 13. Recopltulotlon) S
(II mar. space I. n..d,d, In..rt addltlonoI1h"'1 of lam. ,Iul
I 701- ,)
;-)
REV-1547 EX AFP 112-95_
COMMONWEALtH or PENNSVLVANIA
DEP"AfMN' or A[Y[NOC
BUREAU or INDIVIDUAL TAk[S , .
DEPl. 1110601
ItARRISlURO, PI 1112'8-0601
ESTAfE OF FR'A
DATE OF DEATH 08-13-95
ACN 101
NOTICE OF INHERITANCE TAW
APPRAISEHEHT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS ANO ASSESSHENT OF TAW
,
A
DATE 04-15-96
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITN YOUR TAW
PAYHENT TO THE REGISTER OF WILLS. HAWE CHECW PAYABLE TO "REGISTER OF WILLS, AGEHT"
REMIT PAYMENT TO:
JERRY A WEIGLE ESa
MARK ETAL
126 EKING ST
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount Ralll Uad
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEV:iS,,-j-Eic-iiiip-n'F9i;"l-iioYicE--0i1-YNHEiiii'ANCE-YA'X-iippiijiisEi.jEiiT~--iiLi:OWANCE-ijR---m__mm__-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRANKLIN GLENN A FILE NO. 21 95-0955 ACN 101 DATE 04-15-96
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. R.al Eat.t. (Schedul. A) II)
2. Stock. and Bond. (Schedula 8) (2)
5. Cloa.ly H.ld stock/Partnarshlp lnt.r..t (Sch.dul. CJ (3)
4. Hortgag../Not.. Receivable (Schedule DJ C~)
5. Ca.h/Bank Depolita/Hlle. Parlon.l Proparty (Schedula E) IS)
6. Jointly Owned Property (Schedule f) (6)
7. Tranafer. (Schedule OJ (7)
a. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS.
9. Funaral Expans.,/Ad.. Coat./Hi.c. E~p.n... (Sch.dul. H) (9)
10. D.bt./Hortgag. Liabiliti../Li.n. (Sch.dul. I) (10)
11. Tot.1 D.duction.
12. N.t V.lu. of T.K R.tu~n
13. Charitabl./GovernM.ntal B.qu..t. ISch.dul. J)
14. N.t Va1u. of E.tat. SubJ.ct to Ta~
NOTE.
11 an assassmant was issuad praviDusly, linas
ra11act 1iguras that includa tha total 01 ALL
ASSESSMENT OF TAX.
1S. AMount of Lin. 14 at Spou..l ,.at. 115)
16. AMount of Lin. 14 t.~.b1e .t Lin.al/Cl... A rat. (161
17. AMount of Line 14 taxable at Collat.ral/Cla.. 8 rat. (17)
18. Prlncip.1 T.~ Du.
I CHANGED
.00
.00
.00
.00
13.000.00
.00
.00
(Bl
13.000.00
19.183.48
.00
III)
1121
113)
11~)
1 q . 1 R3 4A
6,183.48-
.00
6,183.48-
14. 15 and~or 16, 17 and 18 will
raturns assassad to data.
TAX CREDITS.
PAYHENT
DATE
RECEIPT
NUHBER
GISCDUNT 1+)
INTEREST 1-)
.00 X .00.
.00 X .06.
.00 X .15.
(18)
.00
.00
.00
.00
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL IHTEREST.
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOHS.I
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RESERVATIONs E...,.. of decHentl dylna on or bdor. Dleaab.t 12. 1982 ... If MY future Int.r..t In thl ..t.t. II tr.".flrrltd
In pa.....lon ar anJav.-nt to el... I leall",r.l) beneflcl.rl.. of thl dlCldlnt .f'at thl ..plra'lon of any I...t. for
11'. or for v..r., thl Co.-onw..lth hat.by ..pt....y t...tv.. thl right to IPor.t.. and ...... tran,'.r Inheritance r....
at the lewful Cia,. . (colll"r..) tat. an eny such future 1"I.r..t.
PU!POSE or
NOTICE I To fulfill" the rlqulr..ent. of SICtlon 2UD of thl InherltlKlu end hta'. T.. Act, Act U of 1991. 72 P.S.
Section IUD.
PAVHEHTI O.t.ch the top portion of thl. Not lei and .u~lt with your ply.."t to thl RIDlt'.r of Willi printed on the r.v.r.. .I~.
--tlM. ehec:k or ~y order payebl, tOJ REGISTER OF MILLS, AGENT
All pa,..nt. r.calved shall flr.t ba applied to any Int.r..t Which .ev be due with any r..alndar eppll.d to the tftx.
REFUND (CR)I A refund of a tax cr~lt, Which we. not r.qu..ted on the Ta. Return, eev bl requa.t.d bV coepl.tlng en -Application
for R.fund of Pennsylvanl. Inh.rltenea end E.t.t. Ta.- (REY-I1Il), Appllc.tlon. ar. .vallabl. at the OffiCI
of the R.gl.t.r of Wills, any of the 21 R.venue District Of'lc.., ~r by calling tha ep.cl.1 2~.hour
an.werlng ..rvlc. nu-b.rs for 'or.. ard.rlngl In Penn.ylvanla 1-800-362-2050, out.ld. p.nn.ylvanl. and
within loc.1 Harrl.burg .r.. C1Il) 187-80~, TDDI C717. 71Z-2252 CHa.rlng I.p.lrad Only).
OBJECTIONSI Any party In Int.r..t not .atl.,led with the appr.I..eant, allowanc. or dl..llawanca 0' d.dUctlon., or ......eant
of ta. Clncludlng discount or Int.ra.t) a. .hown on thl. Notice .u.t object within .Ixty (60) day. of recalpt of
thl. Notice byl
-.wrltt'n prat..t to the PA Depart..nt of R.v.nu., Board of Appe.ls, n.pt, 281021, H.rrl.bUrg, PA 17128-1021, OR
--'I.ctlon to have tha a.tt.r dat.r.ln.d .t .udlt of the account of the p.r.onal r.pr..ant.tlv., OR
--appaal to tha Orphans' Court.
ADI1IN
ISTRAlIVE
CORRECTIONS I
feetual arror. dl.cov.rad on thl. ......eent .hould be .ddr....d In writing tal PA D.p.rtaant of Revenue,
lur.M.I of Indlvldu.l Tau., ATTNI Post A.......nt Review Unit, Dept. n0601. Il.rrhburg, PA 17121-0601
Phone (717) 787-6S05, Se. page 1 a' the bookl.t -In.tructlons for Inheritance T.. R.turn far. Resident
Dec.dant- CREY-ISOI) far an ..plan.tlon of .dalnlstratlv.lY correct.bl. .rrar.,
DISCOUNT I
If .ny t.x due I. P.ld within thr.. (5) c.l.nd.r .onth. .ftar the decadant's d.ath, a flva p.rcant CS~) discount of
tha ta. P.ld II allowed.
INTEREST,
Int.rest I. ch.rg.d baglnnlng with first dav 01 delinquency, or nlna C9J .anths and an. CI) day fro. the dat. of
death, to the data 01 pav..nt. r.... which b.c... dellnqu.nt b.far. January I, 1981 b..r Int.re.t at tha r.t. 01
.Ix C6lC) p.rcent p.r INV'U8 calculatad at . dallv rat. of .00016,.. All t.... which b.ca.. dalinquent on and .ftar
J~ry I, 1,8Z will bear Int.r..t at a rat. which will vary 'ra. c.lender y..r to cal.ndar v..r with that rat.
announc.d by tha PA O.part_ent af R.v.nue. Th. appllcabl. Intar..t r.t.. far 1982 through 1996 ar'l
'!!!! Int.ra.t A... Dallv Int.r..t Factor V.ar tnt.r..t A.t. OaUy Int.r..t Factor
1'8Z 20X .OD05,.8 1'117 .. .0002U
1983 16. .ODOUI 1988-1991 UlC .000501
1984 IIX .000501 1992 .. .00UIt'
1985 I3X .000356 1991-19'" n .000192
19116 lOX .00027,. 1995-1996 .. .DOUU
--Inter..t Is calculat.d .. lallow.,
INTEREST . BALANCE DF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Natlc. la.uad aft.r the te. becaa.. d.llnquent will rafl.ct an Int.r..t c.lculatlon to Ilft..n (151 day.
b.YDnd the d.t. of tha ........nt. If pav_."t I. aad. a't.r tha Int.r..t ca.putatlan date .hown on the
Notice, Itddlt10nal Int.r..t au.t be calculat.d.