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I)ETITION \-'OIt I)IWUATE und GRANT O\-" LETTEH.S
C-llllIl' oJ MfI\l(",^R1,I~J\~.l'!_ tlr<,~!I\!!~--_._. N". .__~L:-9.t5-=-_~t~~-----
also knoll'n as MfI\lG^\lET /lNNE Md;)U^1D To:
a/k/a lINNE McQU^JO ~ ,qI1/Ll/14~ Reglmr of Will. for lhc
/Jrcrasrcl, Collnl)' of CLMIlElllMP In lhe
Sodal S,'rllril)' No. 2B5-32-('06~ Commonwealth of Pennsylvnnla
The pelltioll of thc IInder.lgncd re.peetfllll)' leprc'clIlS lhat:
Your petltloncr(.), who Is/allllS )'cnrs of ngc or oldcr nn the execllt...2!:
in the In.t will of thc nbove dcccdem, datcd september 5.
nnd codlcil(.) datcd
lI~wed
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Deccndelll wa. domiciled nt dcalh III Cunberland COUnl)', Penn.ylvnnln, with
hJL-last fnmlly or principnl rcsldcncc nt 489 CountrY Club \load
I1orolll'h of C;unp If i 11
(Ibt mcel. number and mundfla1iI)"}
{.,.lIC ,('It\lln' clrCl\mstance., c.g. lenundllionl dealh or e\t(UIOft cle.)
Dccendent, then 60 ycnrs of ngc, dlcd ^UQtlBt 15. ,19 95
nl_ OnlyrliPir MPrlir~l fpntpr .
Exccpt as follows, decedent did not mnrry, was nOl divorced nnd did not hnve n child born or ndopted
nfter exccurlon of tbc will offered for probnle: wns not the victim of a killing and was never ndJudlcnted
Incompctent:
Deccndent at dcath owned propcrty with cstlmntcd ,'nlues ns follows:
(If domiciled In Pn.) All personnl properlY
(If not domicil cd In Pn.) personnl property In Pennsylvnnla
(If not domiciled In Pn,) Personnl propcrlY In County
Value of rcnl cstnle In Pcnnsylvnnln
sltuntcd ns follow.:
S 15.000.00
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WHEREFORE, pClltloner(s) respectfullY rcquc.tls) the probnte of the Inst will and codlcll(s)
pre.ented herewith and the grnm of Ictters Testamentary
(ItUllmeRlar)'; admlnhtrallon C.I.3.; adminhlrlulon d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } tiS
COUNTY OF _SlA~~P
The pethi;)I\cr(~) abolc.nnme.1 ,,,.,ar(s) or affirm(s) thnl the .talemcnts in thc foregoing pctltlon arc
Iruc nnd correct '0 thc be. I of Ihe ku;)wlcdgc and belief of pclitloncr(s) and thaI ns pcrsonnl rcpre.cn,
Intlve(,) of thc above decedent pelilloncr(.) will wcll nnd truly administer lhe estate according to law,
Sworn to or affirmeo and .SIIr.scrlbcd. { C\ . _..OJ O. jAo ~.. : .~ '"
befo~'is ~~___ day of ~;rj McQumrr ~.
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~Mary(~'. ui"Wis . 'Rl'~;slfr 'of :E:
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N (). 21-95-9(,4
Eslule of Ml\rl(',^\lI~J' lINN McOlIAII> (l/k/n . Deceused
Ml\IlGI\IlI';r /INRF."Mc:ulJI\IU.M'f'"; ~AlI> (,
r.NN ~JI) .
I>EClmE OF PHOBATE ANI> GI~ANT OF LETTEHS
AND NOW Dacunbar 26. 19~, In con,ldcrullon of thc pClhlon on
the revcrsc ,Idc hcrcof, ,atl,fnctor)' proof hllvlng bcen prcmllcd bcforc mc,
IT IS DECREI!D thnl thc Inmumenl(,) dnled Saplanbar 5, 1979
de,erlbcd thcrcln bc udmhted 10 problllc nnd f1lcd of rccord ns thc Ins I will of _.._..
Maroarel Ann McQuaid
and Lettcrs TeslmlCnlarv
nre hercby grantcd 10 Ronald ,1. McQuain
FEES
P b L E S 50.00
ro ate, ctters, te..........
Short Ccrtlfleates( 3) .. . .. . .... S 15.00
Renunciation ...,..".,..,... S
x-Pages (9) S 27.00
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Horace A. Johnson (06340)
Johnson, Duffie, Stewart (, Weidner
,\TTORNEY (SUp, CI. 1.0. No.1 09
301 Market St., P. O. Ilox 1
Lemovne, PA 17043-0109
ADDRESS
(717) 761-4540
PHONE
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AUG 1 3 1995
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COllIIONWfALTH Of PENNSYLVANIA' OEPARrllEHT Of HEALTlt. VITAL RECOROS
CERTIFICATE OF DEATH
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1fast IlTill itttb {[t~hlltttltt
OF
MARGARET-ANN McQUAID
I, MARGARET ANN McQUAID, of 1007 West Foxcroft Drive,
Wormleysburg, Pennsylvania, declare this to be my Last Will and
Testament, hereby reVOking all wills and codicils at any time
heretofore made by me.
SECTION FIRST
Payment of Debts and Expenses
I direct my Executors to pay my debts (other than
mortgage indebtedness), the expenses of my last illness and my
funeral expenses as soon as may be convenient after my death.
SECTION SECOND
Bequest of Tangible Personal Property
A. I give and bequeath all my personal and household
effects, automobiles, and all other tangible personal property,
to my husband, RONALD J. McQUAID, if he survives me for a
period of thirty (30) days; or, if he does not so survive me,
to my children who are living at the expiration of such periOd, l
to be divided among them equally in such manncr as they may )
agree. In case of any disagreement, the decision of my Execu-
tors shall be binding.
B. If any beneficiary in the opinion of my Executors
is under a disability as defined in Section FIFTH hereof, my
Executors shall represent such bencficiary in any division of
such property among the beneficiaries entitled thereto. Any
or all of the itcms distributable to any such beneficiary may,
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in the discretion of my Executors, be delivered to the benefi-
ciary, to the parent or guardian of: the beneficiary or to the
person having custody of or caring for the beneficiary (and a
receipt signed by such person shall fully discharge my Execu-
tors), or may be sold and the proceeds retained for such benefi-
ciary's benefit under the provisions of Section FIFTH hereof, or
may be retained, during disability, any expense for storage,
insurance and safekeeping charges to be paid from the income of
any trust from which such beneficiary is eligible to receive
income under Sections FOURTH or FIFTH hereof.
SECTION THIRD
Orphans' Deduction Gifts
If a gift to a child of mine will qualify for the
orphans' deduction under Section 2057 of the Internal Revenue
Code of 1954, as amended, ("the Code"), I give and bequeath to
each of my children who survives me and who is under the age of
twenty-one (21) years at my death an orphans' deduction gift
equal to (i) Five Thousand Dollars ($5,000) mUltiplied by the
difference between age 21 and such child's age as of his or her
last birthday on or proceeding my death, less (ii) the value of
all other assets in my gross estate which qualify for the
orphans' deduction and which pass or have passed to such child
under other provisions of this Will or otherwise1 provided,
however, that if the aggregate orphans' deduction gifts so
calculated will result in (a) the estate tax with respect to my
estate under Section 2001 of the Code (after taking into account
all other deductions and applying all credits available except
the unified credit under Section 2010 of the Code), being less
than (b) the unified credit available with respect to such tax
under Section 2010 of the Code), each of the orphans' deduction
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remaining principal shall be divided into equal shares so that
there will be one shore representing each then living child
of mine and one share representing each then deceased child
of mino leaving then living issue.
1. Each share representing a then deceased child
of mine leaving then living issue shall be paid to such issue,
per stirpes.
2. Each share representing a then living child
~ mine shall be held in a separate trust, to be administered
and distributed as follows I
a. The net income shall be paid to such child.
b. .In addition, if my Trustees in their sole
discretion consider it advisable, they may from time to time
make payments from principal in such amounts as they may deem
appropriate for the health, support, maintenance and education
of such child and for the benefit of his or her issue living
from time to time.
c. Such child shall have the right to withdraw
such amounts of principal from the trust as he or she may from
time to time request1 provided, however, that no payment
of principal under this Paragraph shall be made to such child
during any calendar year if such payment would exceed an amount
equal to the greater of Five Thousand Dollars ($5,000) or five
percent (5%) of the aggregate value of the principal of the
trust at the time of payment, less, in either case, the amount
or amounts of principal previously paid to such child during
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such calendar year under this Paragraph. -Such right of with-
drawal shall be exercised by instrument in writing delivered to
my Trustees, who shall thereupon distribute to such child the
amount thus requested. My Trustees may make distribution in
cash or in kind.
d. Such child shall have the right at any
time after reaching the age of twenty-five (25) years, by in-
strument in writing delivered to my Trustees, to withdraw one-
half (1/2) of the principal of such trust valued as of his or her
twenty-fifth birthday (or as of the setting aside of such trust,
if such child has already attaJned such age) I and the right at
any time after reaching the age of thirty (30) years to withdraw
the balance of the principal of such trust.
e. Upon such child's death before receiving
full distribution of the principal of his or her trust, the
remaining principal thereof shall be paid as follows:
1. To or in trust for such one or more
of my issue (other than such child), in such amounts or proportions
as such child may appoint by Will containing specific reference I~
to this power of appointment I or, to the extent that this power (~
is not effectually excerised,
2. To such child's then living issue,
per stirpes, or, in default of such issue,
3. To my then living issue, per stirpes
(any principal thus accruing to a then living child of mine
for whom a share is then held in trust hereunder to be added
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to, and thereafter applied as part of, the share originally
set apart hereunder for his or her benefit) .
f. If at my death or at any later time fixed
for distribution of principal all of the above described
beneficiaries shall be deceased, such principal shall be
distributed to the person or persons who would have been
entitled to inherit such principal from me under the Pennsyl-
vania intestate law if I had died at that time intestate,
unmarried and possessed of such principal.
SECTION FIFTH
Retention of Property Distributable
to Beneficiaries under a Disability
Any property (whether income or principal) distributable
to a beneficiary under a disability may be retained by my Trustees
in a separate trust and may be invested and applied (together
with any income earned by it) from time to time for the bene-
ficiary's benefit in any way which my Trustees may deem appropriate
(except that the income of the Harital Trust shall be distributed
or expended currently for my husband's benefit).
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Such property shall be distrihuted to the beneficiary
when he or she is free of disability, or, in the case of death
during disability, shall be paid to his or her estate.
If the continued retention of property under this
Section should be impracticable because of the small size of
the fund, my Trustees may distribute it for the beneficiary's
benefit. Any property held for a minor may be deposited in
a savings account made payable to the minor at majority at a
savings institution selected by my Trustees.
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For the purposes of this Section, a beneficiary shall
be considered to be under a disability during minority or while
under the age of twenty-one (21) years or at any time when such
beneficiary shall, in the opinion of my Trustees, be unable by
reason of advanced age, illness or other condition to properly
manage his or her affairs.
Payments made for the benefit of a beneficiary may
be made directly to the beneficiary, to his or her parent or
guardian or to the persons caring for or having custody of the
beneficiary, or may be applied for such beneficiary's benefit
by payment to such other persons, organizations or institutions
as my Trustees may select, and the receipt of any such payee
shall be a full release therefor.
SECTION SIXTH
Protective provision
I direct that the principal of my estate and the
trusts hereunder, and the income therefrom, so long as the sarnA
are held by my Executors or Trustees, shall be free from the .f
control, debts, liabilities and assignments of any beneficiary ('\'-
interested therein, and shall not be subject to execution or
process for the enforcement of jUdgments or claims of any sort
against such beneficiary.
SECTION SEVENTH
Tax Clause
I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, other than
any generation skipping taxes, (inclUding any interest and
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obligation to repudiate the same in favor of better offers.
c. To subscribe for stocks, bonds or other invest-
ments; to join in any plan of lease, mortgage, merger, consoli-
dation, reorganization, foreclosure or voting trust and
deposit securities thereunder; to exercise options to purchase
stock and other property; and generally to exercise all the
rights of security holders of any corporation.
D. To register securities in street name or in the
name of a nominee or in such manner that title shall pass by
delivery and to vote, in person or by proxy, securities held
hereunder and in such connection to delegate discretionary
powers.
E. To retain reasonable amounts of cash uninvested,
in the commercial or trust department of any bank or trust
company, including any corporate fiduciary hereunder, for such
periods of time as are deemed reasonable for the efficient
administration of the estate or trust.
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F. To borrow money and to mortgage or pledge assets
held hereunder as security; and to lend money upon such security
as may be deemed sufficient.
G. To make all reasonable compromises.
H. To make distribution in cash or in kind or partly
in cash and partly in kind, and, except as otherwise specifically
directed, to allocate specific assets to or among the beneficiaries,
including any trusts h~reunder, in such manner or proportion as
they may deem advisable; provided, however, that this clause
shall not be construed to permit them to affect the value of the
distribution to which any such beneficiary may be entitled
hereunder.
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this my Last Will and Testament this !i.day of S;z:....,,~
1979.
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I~Jti~~ ~~ (SEAL)
, . ,J MARGARET ANN McQUAID
Signed, sealed, published and declared by MARGARET ANN
McQUAID, the above-named testator, as and for her Last Will
and Testament, in the presence of us, who, at her request, in
her presence, and in ~le presence of each other, all being pre-
sent at the same time, have hereunto subscribed our names as
witnesses.
; Ii a IV 'v '7 rl. SI- ;./I1-rJ e,
Address '~
8'~ D~~ <'5-6., If'fr ;())LJ
(LYvcu P ~tUJ\'J)
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Denr Mr. Johnson:
Rc: Estnle of. Mnrgnrel Ann McQuuid
File No.: 2195-11964
This is in rcsponse 10 your requcsl for an extcnsionlo file the Inherilnnce Tux
Relunl for Ihe nbove-rcferenccd estntc.
In nccordance wilh Section9136(d) of the Inheritunce nnd Estule Tnx ACl of 1995,
the time for filing Ihe rctUnl is exlended for nnudditionul period of six (6) months, This
extension willuvoid the imposilion of u penalty for fuilure 10 mnke utimcly rclUnl, However, it
does not prevent interest fromuccruing on :my tux remuining unpuid nfier Ihe delinquent dute,
The retllnlmllst he filed wilh Ihe Regislcr of Wills on or beforc Novcmbcr 15,
1996. Bccullse Scclion 9136(d) oflhe 1995 AClullows for only one extnt pcriod of six (6)
months, no udditionul extension(s) will be grllnled Ihut would cxceed the muximllll1lime
pennilled,
/ Sincerely,
().1 /1 \/11/ /.
/;~I:~~:~I:~hY, ~~i~~( Z1()/
Inherilunce Tnx Division
S,IT:INHR3
pc:nmm:121
20. If lin, 19 It g,.al., Ih"n lIn. 18, .nl.r Ih. diH'fI"c, on lIn. 20. Thh is Ih. OVERPAYMENT.
aD
21. If lint 18 Is 9"0'., than lIn. 19. ,"1., Ih. diH."nct an lIn. 21. Thil 11 th, TAX DUE.
A. Ent., Ih. Inl".1I on the balonu due on lIn. 21 A.
B. Ent.r ,h"olal of L1n. 21 and 21A on lin. 218. Thlt h th. BALANCE DUE.
Mok. Check Payabl. flu Right., 0' Willi, Ag.nt
~ ~ . BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
J,.:i., plnolli.. 01 p.rjury. I dlclor. rholl ho.,. uomin.d this ,.Iu,n. intluding occomponring leh.dul.. ond s'allm,nll. and 10 Ih. bill of my ~no.....l.dg' and b.Ii.,.
. Illt..,., co".ct and compl.I.. I d.dor. Ihot 011 ,.01 ..101. has bun upotl.cf 011'1,1' mork., ...olu.. D.c1aralion of P"po'" C1lh" 'hon Ih, plnonol r.pr.lInlo1i.... i.
)Dlld on 011 Informal ion 0' which pr.po,., ha' ony ~nDwl.d9"
:,..ttt-.I O~~'K'".UVOZ.\\"I ~~.h~ UhilN AeellU 489 Country Club Hood c..u
1(\...... 'j M.*,-.. CillO 11111, P^ 17011 .30 n.~ qb
,.to...... 'E" ...OOI.U 1 Mdrket St., P. O. Box l09 0"'1I ~
Lema ne, P^ 17043-0109 !l..-oa..y ~~
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'tEAR
lOR DArlS 01 D'ArH Ann 12/31191 CHECK HER'
I' A SPOUSAL
paVER", CREDIT IS CLAIMrD 0
/Ill NUMBER
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COMMONwt"'UH O' P[NNlnV...NI...
Dt'.....'''''!",1 0' ItV!NU!
D!" 21060 I
........lsIU.a.'. 17121.0~1
cIUOUd'. NA~II~A,T. '11". ..,.0 ~IDD~. INITIAq
Md;lUJ\1I>. MI\Il('J\IlI<:1' ~ Il/k/n ~^11>,
SOCIAl SlCul'IT NUM'" DAlI 0' DIAIM
J\NIIIF.
21
COUNry COD'
DIClDltfT'S C ""UII AOCI ,
489 Country Club (lolld
CI1lllll11, I'^ ]7011
Co..' Cl.HImRIJ\N1)
AMOUNT 1.c:rl~.D tUllNSUUClIONSI
$258,334.36
03.
05.
95
0%4
NUMBER
285-32-6062
J.
]6]-32-2549
McQ\lIJid, RoM] d
(i) 1. Original R,'urn
o A. lImit.d e.la"
riil6.
o 2. Suppl.m.ntal Retut"
R.mainder R.tur"
(far dol.. 01 d.ath prior to 12.13.82)
Fed. tal Elfal. To. Return R.qulr.d
o Aa. Futur. Inl.,..1 Campramiu
Ifar dol" 01 d.ath oh.t 12.12.B2)
e.ud.nl Di.d Te.tat. 0 7. e.ud.nt Maintain.d a li~ing Tru.t
(ANach copy of Will) (Atlach copy a. Tru.tl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAME CO....~ITI "'AIUNQ ADCUU
Jlomce h. Johnson, Esq. Johnson, Duffie, Stewart & Weidner
""'-ONI NUN'" 301. Market St., P. O. !lox 109
_ 8. TOlol Number a. Saf. D.palit Bo...
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=
1. R.ol EIIC" (Sch.dul. A) (I)
2. Slach and Band. (Sch.dull B) 121 1" 42" qn
3. Clallly H.ld SlackJPat1n.tlhlp Inl.rtlt (Sch.dull C) (3) ]25.000.00
4. Martgag'l and Noli' R.ctivabl. (Sch.dul. D) (4)
5. Calh, Bonk D'palit. & Mhctllan.ou. P.rlonol Prop.rty (51 121,8B5.16
(Sth.d,l. E)
6. Jointly Own.d Property ISch.dul. F) (6)
7. Tra,,,f.rl ISch.dul. OIISch.dule l) (7) B,751.10
8. Talal Oton AU'f' (tctallin.. 1.7)
9. Fun.ral E.p.n.... Adminiltraliv. CO"" Milc.lIon.cu. (91 15.730.80
hpenlt. (Sch.dul. HJ
to. D.b", Martgag. Liobiliti.., li.n. (Schl'dul. I) (10) -O-
Il. Talol D.duclian. (tolallintl q & 10)
12. N., Volu. of Eliot. {Lin. 8 minu. Lin. 11)
t3. Charitabl. cnd OOIl'.rnm."lol S.qu.... (Sch.dul. JI
U. Nil Valu. Sub'." to To. (lin. 12 minu. line 131
15. Spau.al Tranlf.r. (far dol.. of d.ath chlr 6.30.Q.:) 258.334.36
s.. InllruCfion. for A~pllcabl. P.rc.nlog' an R.II''''' 115)
Sid.. (Includ. valu'l ram Sch.dul. K or Sch.dul. M.)
16. Amounl of lIn. 14 ta.obl. at 6% rol. 116)
(Includ. volutl f,om Sch.dul. K or Sch.dul. M.)
17. Amounl of lint lot tallabl. at 15% ral. 117)
(Incll,ldl valu.. from Sch.dul. K or Schedul. M.)
18. Principal to. due (Add 10. from line. 15, 10 and 17.)
t9. Cr,dill Spou.cl Pall'.rty Cr.dit Ptiar Paym.nll Dilcaunt Inler..t
+ +
111) ]5.730.BO
112) 258.334.36
113) -0-
114) 258,334.36
)C._a -O-
X .06 = -O-
X .15 = -0-
118) -0-
119) -0-
(20)
121) -0-
(21A) -0-
(218) -0-
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274.065.16
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Check hero if yDU oro requesting 0 refund of your overpayment.
.
Atv. \SOl U + t4.861
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COMMQHW(A\lH OF PfNHS'flVANIA
INIURIIAHCf lA)lIIIIUIIN
RUIO(Nt _Dh..l!llH1
J
FiLE NUMBER
21-95-0964
SCHEDULE B
STOCKS AND BONDS
ESTATE Of McQUAID, MARGARET ANN a/k/a
McQUAID, MARGARET ANNE: McQUAID !INNE
McQUAID, ANN
(All propo,lv 'olnllv.ownod with RighI of Su,vlvo..hlp mu.1 bo dl.c1o..d on Schodulo f.)
ITEM
NUMBER
1.
VALUE AT DATE
OF DEATH
DESCRIPTION
711.00 Shares - Van Kampen Municipal lncane F\Jnd H49
@ $14.82 per share
10,537.02
2.
115 Shares Proctor and Gamble
@ $68.625 per share
7,891.88
s
18,428.90
TOTAL (Aho enler on line 2, Reco Itulotion
III more SpiJCft i, neecled, insert additional sheeh 0' same lin.)
.,- -. - ..... -..
.IV,ISO'I.. fUll ~
~
COMMONWfAUH 0' 'fNNSYlVANIA
INHIII'ANCI TAX _nUIN
IIIIDINT DletDINt
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
Ploa.. PrInt or T 0
FILE NUMBER
21-95-0964
ESTATE OF McQUAID, MARGARE1' ANN a/k/il McQUAll) , Mi\IlC',^Rf,r ANN"
McQUAID, ANNE: McQUAID, ANN
SclH~dulc (.1 or (.2 musl be attachod for each bu,inoss interest of tho docodent, o,I1or Iflon a proprietorship.
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1. One-Third Interest in a partnership known as
WILLIAM CAMPBELL FARM, Ripley, Ohio.
The fann consists of approxlinately 87.22 acres with
a hone, shed/garage: Barn: Tobacco Barn and Stripping
Room. Tobacco is grown on the property.
CUrrent Fair Market Value
based on its present use as
a tobacco farm. $ 195,000.00
Current Fair Market value
based on its highest and best
use due to the location and view
of the land for a possible
commercial site. $ 375,000.00
(See Copy of Appraisal attached.)
Decedent's one-third interest based on the
current Fair Market value.
$ 125,000.00
S 125,000.00
(If more 'pace i. n..d.d, In,ert additional ,h..ts 01 ,ame si,..,
UV.lie..,..,,,'"
.
COMMONWEAltH O. 'INNU1YANIA
INHUI'ANCI ''''X ..WIN
R[SIDIH'DI(IDIN'
SCHEDULE C-2
PARTNERSHIP
INTEREST REPORT
5T E OF McQUAID, MARGAllET ANN <I/k/,)
McQUAID, MARGARET ANNE: McQUAID, ANNE:
McQUAID, /INN
21-95-0964
1.
Name of Partnership
WU ]jdln CtlInpbe.1l F,mn
F.d.rall. D. Numb., 31-1078813
lA' p.r Farm 10651
Oar. Bu.ln.1I Camm.nc.d ...May 23, 1983
Add,e..
P. o. 130)( 66
Ripley, Ohio 45167
Bu.lnen Activity
Farming/Crops
2. Clanlficallon of Partner.hlp: filGeneral
OUmll.d
OOrh.,
Decedent wal of' hvHvintlr11
portner. If decedent was a IImlled partner, provide Inlllallnvellment S
3,
A.
B. Ma
C.
aid
1'0 OF INCOME 1'0 OF OWNERSHIP SALARY BALANCE OF
CAPlrAL ACCOUNT
One-third One-third -0-
One-third One-third -0-
One-third One-third -0-
PARTNER'S NAMES
4.
5.
D.
E,lImal.d Valu. of d.c.d.nl',lnl.,..1: 5 Fair Market Value: $65,000.00
Amount and type of partnership Indebledne" to decedent at date of dealhl S None
Highest & Best Use Value:
$125,000.00
6. Was there me Insurance payable, upon Ihe death of decedent, to the partnership' Dyes XJNo
If yes. Cash Surrender Value: S Net proceeds payable: S
Owner of Policy:
7. Was there a written partnership ogreemenlln effect at Ihe time of the decedenl's death' IilYes DNo
If YO" allach copy 01 ag,..m.nl, Copy attached.
8. Old the partnership haye on Inter"lln any olher partnerships or corporallon' Dyes RJNo
If yes, report the neee"ary Information on a "parole sheet, Including Schedule "C.l" or "C.2" for each Interllt.
9. Old the decedent'slnier..t In the partnership change In the yeof before deolh If the dole of deolh was on or oher 12/13/82 or If death occu,red
prlo'ta 12/13182 In rho la.'lwa y.a,,' Oy., filNa
If y.., explain:
10. Was Ihe decedent relaled 10 any of the olher partners' (ZJYes DNo
If y." ..plaln: Decedent was a sister of William and Mary Ellen.
11. Wa, tho partn.rshlp dlllal..d or IIquldal.d aft.r d.c.d.nl', d.arh' oY.. Xia No
If Y", report alllhe ,.Ioted Informallon, Including copies of the Sales Agreement and/or Settlement Sheet.
12, Wa, tho d.c.d.nl', "ack ,old' Oy., DNa None issuL>d.
II yes, proYlde D copy of Ihe agreemenl of sole, etc.
13. Plea.. submit the following Informotlon:
See attached.
A. A detailed description showing the melhod of computation utilized In the valuation of Ihe decedent's Inlerest.
B. Complete copies of financlalslalem.nll or complete copies of Ihe Federal TaJt Return, (form 1065) for the year of dealh and <is preceding years.
C. If the Com~any owned Real Estate, furnish 0 list showing Ihe complele oddre"',, and estimated Fair Market Valu.Is. II Real Estole
Appraisals hove been secured, plea.. attach cople..
14. ALL OTHER INFORMATION RELATIVE TO AFFIXING THE TRUE VALUE OF THE DECEDENT'S INTEREST SHOULD ACCOMPANY THIS
SCHEDULE.
. ".
AP~-16-1997 141113. FROM,
RRO
RR,;,;
AA TO
171776131315 p.05
REAl, ESTATE APPMISAI,
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MARGARL'T ANN MCQUAID ~;STA'ft: - TOM 'lMlt\.'1,\N. ATfORNfo:Y
PROPERTY LOCA'rrON: 6690 u.s. ,2
RiplAY, Ohio h51fW
TKI\~r SIZE: 67.22 Acres
TOWNSHIP: Union
Ufo:fo:U uoo~ & ~AGfo: NO.: ~lO/~59
l'ARCt:Lo N I 39-0'lh016
SCHOOL DISTRICT: RipleY
IMPROVEMENTS TO REIIL ES'fATE
HOME: Type - 2 Story ... Attic
Exterior - Block
Foundation - Block
Roof - Metal
Porch - Front (24x6)
Deck - No
Patio - Yes
Driveway - Gravel
Type of road _ Fronta on U.S. 52
Garage _ Detached (Poor condition)'
Age - 1906
B....ement - None
Heat - Oil FA Furnace
Fireplace _ Decorative only
Airconditioning - No
Electric Service - 220
Gas - No
Water - City
Sewer/Septic - Septic
Windovs _ Replacement-Insulated
Doors - Stonns
Insulation - 110
Kitchen Cabineto - Few, but nice
Woodwork - Original, painted
DESCRIPTION OF HOUSE
The houae ill older and larger containing approximatelY 1600-1900 aq.ft. of living
area. The first floor contains the kitchen, living room, family room, bathroom,
and a large entry hall. The furnace is in the entry hall. Three bedrooms and a
large hall area can be found upstairs. The home also hB& a very large attic area
containin~ duct work for the heatinB system, The home has been remodeled recently
nnd has new electrical end plumbing systems. Box gutters have alao been replaced.
Choices of paint colors, wallpaper. and floor coveringa have been nicely coordinated.
The house ia unique and interestinB.
BUILDINGS
1. Shed/Garage _ Frame construction. Currently used, but in poor condition.
2. Combination Barn with 2 Shed Areas _ Shcdsconta1n stalla. Barn is tiered
for tobacco. Frwne cons~ruction with a
block foundation. Good condition.
3. Tobacco Barn _ Frwne construction. Good condition (60X321
4. Stripping Room _ Frame. Detached. Minimal value. (16x12)
@
@
...... '
APR-16-19~7 14! 11 FROI'I
AAO
RAe...
Afl TO
17177613015 P.06
ASCS INi'ORMATlOJt
The Brown County ASCS
regarded as cropland.
quota of 5656 pounds.
Of rice shO\lS 67 acrea of fumland, 69.1 Bcreo of \lhich is
The basic tobscco quota is 5597 PUUllllu >liLh .", erfective
'The \lheat base is 10.7 acrcs and thc corn base is 36.5 acres.
GENERAl. COMMENTS
The setting is the moat atriking aapect of this property, The fam is hestled
along the Ohio River bet\leen the Ohio and Kentucky hills. 'rhe privacy and the
vie\ls are moat impressive., Plenty of pcople "ould love to live here. Another
fcautre is that the entire northern boundary of the property fronts on Esgle Creek.
a deep >later tributary to the Ohio River. Although flooding is a possibility, the
elevation 'is such 'that the concern for flooding is very rarc. Obvious~, thi..
property is Imi'lUe in many respects.
SALES OF COMPARABLE PROPERTIES
1.
6368 W. Henry Rd.. 133.74 R~res. olrl 2 story brick "ith'2652 sq.ft.,
3 barns, some \loods, but mostly tillable' or pasture. No significant rrontage.
Conveyed from Norman Bare to Shannon & Melisss Dotson on 1/23/96 for
$250.000. (ve~ similar. adJuatment for s~rp.agp.)
2. Le\lis TIlp. _ 6808 Vernon Hill Road, 76.43 acres, 1 story frwoe, 7 rooms, several
outbuildings. More paoture than tillable. Conveyed from Elbert Malone
to Melvin Derickson on 10/27/95 for $166.500.
Union ,TIlp. -
3. Franklin TIlp. - 9141 Arnhcim Day Hill Rond, 67.62 acres, older, remodeled 1 story
frame \lith 1662 sq.ft., partial bas~~ent. Pasture & tillable. 2
barna. Pond. Conveyed from Earl Burns to Nicholas Segrist on
2/21/96 for $165,000.
Information concerning sales of comparable property provided by the Real Estate Pace
Gervice, the MLO Quarterly Dale.. Dummary; and tho nppraioor'o pcroonal roal estnte
experience.
CUIUlENT FAIR MARKET VALUE AS OF APRIL 8, 1996
$195.000.
Research in the Brown County Tax Map Orfice determined thut this property does not
have a definitive survey on recolu. The dencription on the moot recent deed shows
that thi.. fann at one time had 100 acres and eight poles or laad, oave and except 3. "1
acres and 9.42 acres. When the 9.42 ucre tract \las sold only a very omall 8JIIllnnt of
frontage on U.S. 52 remained \lith I;he originul fam. This probably "as not particularly
significant then, but now it h. The IlrD\m County Engineer'..Orriee otCltoo thnt n property
must have 50' of road frontage in,ordcr to subdivide the property. After consulting
\lith the tax map office, an independent l'csearch office, and the surveying finn that
surveyed the 9.42 acre tract, an exact deLermination of actual frontne;e can not be mllde
unless an actual survey is performed. The gencral consensus of, opinion \las thnt the
rrontsge is less than 50'. Consequently, oubdividing is not prcsently a possibility
as a highest and beat unsge. H""e.el', thl:< does llot eliminate the pODDibility of the
(8)
RPR-16-1997 14112 FROM
ARO
RR,;,;
AR TO
17177613015 P.07
. '
property being uaed as n commercial aite, according to the Rrown Couhty.Engineer'8
Office. With I.he elttrelue ....ounl. of w..l.er frontue;e on the Ohlu Ri.e,- allll Eue;le C,'eeJ<.,
and a most attractive setting, the mind can visuali~e severnl different ways of using
this property. lIigheat WId beat use would be aOUlewhere ulong these lines.
BALE OF COMPARABLE PROPER'T'l
1. Huntington Twp. _ U.B. 52, 62.17 acres at the edge of Aberdeen. FormerlY an airport
'oIitb one relatlld building. Frontage all U.S. 52 and I.he Ohio River.
Reported to have had a sever commitment prior to purchnse. Conveyed
from Junia Tyler to UB Concord Inc. on 6/23/95 for $466,000.
Information concerni.ng sales of cOllparable property provided by the Real Eatate Pace
Berviee, the MLB Quarter~ Balea summary, WId the appra1aer' a peroonal real eotate
experience.
CURRENT FAIR MARKET VALUE AS OF APRIL 6, 1996 - - - - - - -
(BA~ED ON HIG1~BT AND BEST USE)
_ _ _ _ _ $375.000.
I. the undersigned appraiser. do hereby certify that I'have vie'oled the foregoing
deacribed real estate and I believe said real estate \11th improvements ia 'oIorth the
llI!lounts stated above.
Submitted bY~t"'..c~
David E. c'r";pef
Broker/Office Mgr.
Hook Realty
Georgetown, Ohio 45121
(8)
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PARTNF.RSIIII' AGREEMF.NT
I MICHAELS. PFEFFER
,,"OIU.'fA,LAW
',O,to."
11I1'\1',0"10"1"
"nl"I~Jfl
Aareement made thio _____ day of , 198__,
by and between MARGARET ANN MCQUAID, 489 Country Club Road,
Camp lIill, PA 17011, MARY EVELYN BONNEAU, 563 N. Selby Blvd.,
Worthin&ton, Ohio 45085, end WILLIAM 1. CMn'BELL, 6745 Smith
Road, Loveland, Ohio 45140.
1. The partles do here!'y form a partnership under the
firm nllDle of WILLIAM CAMPBELL FARM with the principal off1ce
and place of buoiness at U. S. Route 52, Ripley, Ohio.
2. The purpose end bus1ness of thio partnership shall be
to conduct farming operetions on approx1mately 87.13 acres 1n
Brown County, Ohio, known ns W1lliam Campbell Farm and the
doing of 011 things neeeooary and 1ncident thareto.
3. The tarm of this partnerahip shall commence on the
~ day of /IVl, ,l~O 3, a~d chall cont1nuo thnrrnfte
until termineted by the pr,:,vioions of this aareement.
4. Each partner shall contribute equally to the capital
of said partnership.
5. No interest shall be paid on the initial contribution
to the capital of the partnership, or on any subsequent con-
tributions of cepital.
6. The net profito of the partnerohip ohall be divided
I
equally between the partners, and the net losoeo shall be
borne equally by them.
7. Nc1ther partner shall ralenae or cancal any indabted-
no.. or obligation due to the partnarah1p excapt on full payment,
nor shall either give or axtend credit to any person'or company,
without the conaent of the others. Neither partnar shall at
any time sign the firm noma, or his own nama, or pledae the
firm's credit, or his own individual cred1t, in any manner 00
aurety or auarantor on any paper, bill, bond, note or draft,
or othar obligation whatooever. Neither partnar ohall aosign,
pledge or mortaage any of tho partnershLp property, or hio
interest therein, or do anythtnc or permLt nny nct whereby
. .
',.
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,
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tho firm's money, intereot or property, or his interest therein,
may be lioble to aeizure, ett~chment or execution.
8. There sholl be kept
of busineso of said firm, et
.
of said partnership, true,aecurote,'full ond complete books
.
of occount, in which ohall be enterod all moneya reeeivcd and
disbursed by soid portners, or either of them, or thnir o&ents
or employees I 011 controcts;undertokin&s, obli&otions, debto
. .
ond liobilities token or incurred, and DIDO 011 'other matters
ond thinGs in ony mannor opportoining or belonging to the
business of soid firm.
It sholl be the duty of William I. Compboll to koap
faithfully, carefully ond' occurotoly the boot,s ond occounte;
ond.it shall be the duty of William I. Campbell, Dt 011 times,
ot tho principal
all timas dur1n&
office and placa
tho continuance
MICHAElG. PFEFPE
"nONlI'.'......"
1'.0 to."
flI"-U,OH",.,.II
It"I,,""1
to furnish the partnera with true, occurate and complete in-
formation, account and data of all tranoactions and thingo by
him undertoken, or under his charge.
Each portner shall, at all timeD, hove freo acceos to anid
books, ond to all papers, documents and writings, belonging to
the firm, without interruption or interference by the other.
9. All money 0 received by the partners, or either of
them, from the busineao ahell be depoo!.ted in DankOhio National
Bonk, or ~ueh other benk or banka 00 tho partneru ahall mutually
agree upon, to the account and credit of Wil11am Campbell Farm.
All debts and obli&ationo of the firm shall be paid by check
on oaid bank occount, or accounts, siGned by any partner.
10. .Wl1liam I. Campbell 10 heruby deaignoted os tho
managing partner of tho partnaruhip, and 00 ouch managing
"
partner shall datermina the policy and mathod of oparat10n of
tho partnership. The mana&1n& partner ohall have superVision
of the management of tho businaos and the aaoi&nment of dutiaa
and ohall preside at 011 maetin&s of tho pdrtnership. In the'
event of the incapacity of William I. Campbell to act 00
mana&in& partner, then tho remaining partners shall, by
elect a oucceosor mnnag1n& partner.
.' ';'1.
:11"" I,'
'. '.....,..
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I MICHAELS. PFEFFER
AnolUlnAT\.AW
',0,101"
"'''''',OHIO'''''
d'lI"'''SU
11. Tho managing portner shall consult and conCar with
the othar partners bafore taking any Dtepo reaulting in any
substontial chan&e in tho oparatiop or policieo of tho partner-
ship affairs, in the 0010 of any portion of the partnarship
ao~ets, ~f~e~., than in the uoual,couroe of buoinasa ,or, in any
manner affect1ng the portnanhip.buoinaso unuaually aD judGed
by tho ordinary operation of tho partnarahip buoinaos.
12. The {lnrtnarshi{l shnll bo obHllnted to pny any
expenDea incurre~ by all of the octiva partners whila they
ora acting in tho course of partnarahip buoineoo as part of
,
tho partnar8hip'~ normal operating axpensas. Thesa expanoes
sholl ba repaid to aach partner on 0 monthly bao1o, on aub-
8tant1ation of the expenaaD'by submittal of an,expanoe vouch or
by the partner.
l3. No partnar shall draw out any part of tho partnarship
profits",w1thout tho prior writtan conoent of the other partnars
until the oggrogato partnarohip assato'exceed the sum of
$ ~ f.l 00. OIl, Such sums sholl bo Det apart during the term
of the partnerahip 08 partnarship capitol. ~\en tho partner-
ship asoota excead such sum, any partnor may than draw out tho
whole,or any part of his shore of tho profits that is ovar and
abeve tho amount sot apart as partnership cap1tal,
14. . This agreement may ba a.oanded in wr1ting at any dma
uponagrecment of all partnars.
IN .WITNEss ~IEREOF, the parties heroto have set the1r
hands the day and yaar f1rst abova written.
In ~a presanca of,
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We, lGtiy.. R,1'>ON~111J ..:Ji1, , j!,"otl. -r, )".6''''':./ ,and
, llareby consent to the forgoil\g.
.
partnersh1p aareement and aaree to exacuta ouch documents 00
may be necessary to carry out tho intent and purposa of this
agreement, e1ther act1ng in !"y 1nd1v1dual capac1ty or 111 OilY
future capacity es a fiduciary that may arioe by reaoon of the
death of my spouse, and particularly we agrae to execute any
deed of conveyance or b1ll of solo that may be requircd in the
event of the withdrawal of my spousa from tha partnarohip
created in tho forgoina p~rtnersh1p aarccment, or in tho event
of my spouses' death, to executa ouch documents,ao may be
necessery to tranofar title of the prop arty daocribed in the
forgoing aBreament to the ramo1ning or ourviving membors of
the pertnership in accordance with oaid partnerohip aarcement.
For value received, We hereby waive any claim wo may
now or hereafter have to any of tho preoent or future assets
of the forgoing partnarahip, includina, but not raotricted to,
any right of claim we lUay hava to dower or to a community
interest there1n, and we do further aaraa to axecute any dead,
b11l of sole, or inotrument that may hcreaftar be rcquired to
carry out the intent and purposao expressed in said partner-
ship agreement.
We do hereby acknowledga that we have read tho termo
of the forgoing partnerohip aBraement and thnt we understand
the intent and purposes thoreof. ;1;,17 17 ~,... ~
Dated. 1983, '/.~/!;f~'
J PCI", J1ltJtI.(u: (
MICHAEL S. PFEFFER
A"OMfYA'U~
',0.10111
_,,"If,OHIO"'"
aUU'Hm
RPR-16-1997 14:~9 ,FROM AAO nn~. nn TO 17177613015 P.~4
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..
Fonn 1 065
U.S. Partnership Return of Income
(l.fl.I1"1en1 oll". l,.ul6'J'
IntPfl.ln..~SttvIc:.
For ulend., )lu, 18904, Of tu V..r beginning .......,. lG04, and ending ........ I '8 ....
~ SOft liB nrnte lnstrucllons.
It. f~1 bUlin.sa acllvlty
~A'''''''''
B Pr\ncC~odUCI Of "rvice
~~
C OUllnol1 COOl number
I~D
Un' ********** 5-01GIT 451b7
IRS WI: 31-1U78813 OEe'ill :;1-/ l
'abel. WIlLlAM CAMPUELL FARM
~:~:: WIlLlAM CAMPUEll PTR
pliO' PO UOX bb
print RIPLEY OH 451b7-0Ubb
or lvI>",
I
OUb H;r--
,
J_
o fmpIO,., ldlnllllullon numbu
E Data businer.s Ilarted
F loW lIut. {UI "t.IIl.lMllwdltllll
G Chack appllcabls bo,os: 111 0 InlUal rolurn (2) 0 Flnol rolurn (3) 0 Chango In oddross (4) 0 Amonded rolurn
H Chock sccounllng molhod: (I) ~ Cosh (2) 0 Accrual (3) 0 Olhsr (speclly) ~ ...........'5....'............................'........'
I Number of Schedules K.1. Attach one for oach person who was 0 partner o. any limo during the tax yoar ~ ..........~.,.........................................
Csutlon: Include only trada or bus/nass Incomo and a'ponsos on linas la Ihrough 22 below. Soa tho Instrucl/ons 'or more In'ormsl/on.
10 Gross receipts or soles 10
b Less returns end ellowances, lb lc
2 Cost of goods sold (Schedule A, IIno 8) 2
OJ 3 Gross profit. Subtract IIns 2 from line 1 c . 3
E
3 4 Ordinary Income (loss) from othar partnerships, estates, and trusts (attach schedule) . 4
.5 5 Net farm profit (loss) (attach Schsdule F (Form 1040)) , 5 -
6 Net gain (loss) from Form 4797, Psrt II, line 20, 6
7 Other Income (loss) (see Instructions) (sttach schedule) . .SJ~, 7
8 Total Income loss. Combine lines 3 throu h 7 . 8
I 9 Salaries and wages (other than to partnars) (less employment credits) . 9
10 Guaranteed payments to partners , 10
~ 11 Repairs and maintenance. 11
.ll 12 Bad debts . 12
t 13 Rent, 13
'14 Taxes and licenses 14
15 Interesl, 15
X 160 Depreciation (seD Instructions) 160
bLess depraclotion reported on Schodule A and elsewhero on return 16b
In 17 Depletion (Do not deduct 011 and gas depletion.)
c
0 18 Rellremanl plans, etc. ,
tl
:J 19 Employee benefit programs . -
"tl
OJ
C 20 Othar daductlons (attach schodule) 20
21 Total deducllons. Add the amounts shown In the lor rl hi column lor lines 9 throu h 20 21
22 Ordinary Incomo (loss) from trade or buslnoss octlvlties. Subtract IIno 21 from IIna 8 " 22 - W
Undo' penallles 0' perjury,l dec:la,elhalI have examIned thlt rolum,lnclud1no accompanv\na achedul.a and Italementa, and to the best of my knowledge
and belief, It Is true, correct, and complele, Declaration 01 pr.pDrer (other than Qtlnclfllr pirtner) I' based on all Information of which preparer has any
kno.....ledg..
Please
Sign
,Here
Paid
Preparer's
Use Only
~ Signaturo of gene,al partner or limited Iiablhty company member
Prepar.,', ...
.lgnllure ,..
Fi""', name (or ~
yours I' lell.employed)
and add,ess
~oale
For Paperwork Reduction Act Notice, aee pogo 1 of seporate Inst
I
112
PlEY
~.6'1297 31.1()6214<P1S90Z
(513) 392'4371
Preparer'. aoclalleGurity no.
. ,
. ,
Fonn 1065 (1.94)
Form '065 (199") Page 2
mmm!II!EI Cost of Goods Sold
1 Inventory ot beginning 01 yaor. . , . . , . , . ,
2 Purchases loss cost 01 1I0ms wllhdrawn for porsonol use,
3 Cost of labor, , . . . , . , . . . . . . . ,
4 Addltlonol section 263A costs (see Instructions) (olfacll sclledllle) ,
5 Other costs (attach schedule)
6 Total. Add lines 1 through 5 . . . . . , , , , . . , ,
7 InVllntory at end of yoar. . . . , . , . . . . . , , ,
B Cost of goods sold. Subtract line 7 from IIna 6. Enter haro ond on page 1, line 2
00 Check all methods used for valulno closing Inventory:
(I) 0 Cost
(tI) 0 Lower of cost or market as described In Rogulatlons section 1.471.4
(III) 0 Wrlledown of .subnormol. goods os described In Regulations section 1.471.2(c)
(Iv) 0 Other (specify method used and aUoch oxplanotlon) ~ .............................,....,....,...............,......,........
b Check this box If the LIFO Inventory method wos adopted this fnx year lor any goods (il chocked, a/fach Form 970). ,~ 0
c Do ths rules of section 263A (lor property produced or ocqulred for resale) apply to tho partnerohlp? , 0 Ves 0 No
d Was there ony change In determining quantltlos, cost, or valuotlons between opening ond closing Inventory? 0 Ves 0 No
If "Ves," aUach explanotlon,
1
2
3
4
5
B
7
8
mmm!IlI!J Other Information
1 Whet type of entity Is filing th~turn?
Check the oppllcable box ~ 9ll General portnershlp 0 L1mlled partnorshlp 0 L1mlled 1I0blllty campony
2 Are ony partners In this partnership olso partnerships?, . . . , . , .. ..,.,..,..
3 Is this partnorshlp a partner In onother partnership? . . . . . . , ., ,..".,."
4 Is this partnership subject to tho consolldotod audit procedures of socllons 6221 through 6233? If .Ves," soe
Designation of Tex MaUo", Partner below . , . , . , . , , .' , , , , . . . . . .
5 Does this partnership meet ALL THREE of the following requirements?
e The partnership's total receipts for the tax year were less than $250,000:
b The partnership's total assets at tho ond 01 the tax year were less than $600,000: AND
c Schedules K'l are filed with the return ond furnished to the partners on or before the due date Oncluding
extensions) for the portnershlp raturn.
If .Ves," the partnorshlp Is not required to complelo Schedules L, M'l, and M-2: lIem F on page 1 of Form 1065:
or lIem J on Schedulo K-1 , , , , . , , , . . . . . , , . . , .
6 Ooos this partnership hove any foreign partnors? . , , , . , . . . . , , . . . , . , , ,
7 Is this partnership a publicly trodod partnorshlp as defined In sacllon 469(k)(2)? , , , , . , . , . ,
o Has this partnerohlp filed, or Is II required to filo, Form 0264, Application for Roglstratlon of a Tex Sholler? .
9 At eny time during calendar yoar 1994, did the portnershlp hove an Intorost In or 0 signature or other outhorlty
ovor a financial account In 0 lorolgn country (such os a bank account, securities account, or othor financial
account)? (See the Instructions for oxceptlons and filing requlremonts for Form TO F 90-22,l.) If 'Ves; entor tho
name of the forolgn country. ~ ,...................................................,..,.......,......,................,....
10 Was the partnership the grentor 01, or tronsforor to, 0 foreign trust that existed during the current tax year,
whother or not the partnorshlp or any partner has ony benellclallnterest In II? If 'Ves; you may have to file
Forms 3520, 3520.A, or 926 , . . . , , . . , . , , . . . . . . , , . . , . , . . .
11 Was there a distribution of property or a transfor (e,g" by sale or death) of a partnership Interest during tho tax
yeor? If .Ves,. you may elect to adjust tho basis of the partnorshlp's assots under section 754 by aUachlng the
statement described under Elections Made B the Partnershl . , . . , . . . . , . . . . . .
Doslgnotlon ot Tax Matters Partner (Sea Instructions.)
Enter below the general part nor designated as tho tax maUers partner [TMP) lor tho tax year 01 this return:
Nome 01 ..
doslgnaled TMP ,.
Address of ..
doslgnated TMP ,.
Identifying ..
numbor of TMP,. oll?C} - _? l../ - b.l ?"IS'
Form 1065 (t094)
mmmm!I3 Portnera' Shores of Income, Crodlls, Ooductlons, elc.
Page 3
(0\ Dlslrlbullvo sharo IIams b) Tolol omaunl
1 Ordinary Incomo (loss) from trndo or buslnoss nctlvitios (pogo 1. Iino 22) 1 <-..-?I.I<; "
2 Nellncomo (loss) f,om ronlol ,eol osloto acllvltlos (oUacl. Form 882f) . I' 2 ,/
38 Gross Incomo from othor ronlnl nellvillo! . . . . . . .. 30 '1 . .
b Exponses from olher ,enlol ocllvillos (oUoch scl,edulo). , , , I 3b I I ~'"
i c Nsllncamo (loss) f,om olher ,enlol ocllvillos. Sublrocllino 3b from line 30 3c
~ 4 Portfolio Incomo (loss) (seo Inslrucllons): a Interesl Incomo 40
b Olvldond Incomo . 4b
ell c Rayolty Income 4c
E
8 d Nel short.lsnn copllal goln (loss) (attach Schadu/a 0 (Form lOSS)) , 4d
.5 o Nsllang.tenn copllol goln (loss) (attach Schodu/o 0 (Fonn lOSS)} , 4e
I Othor portfolio Incomo (loss) (aUach schadule) , 41
5 Guaronlesd paymenls 10 partne'" . . , , , . . . , , . . . . . . . , 5
6 ,Nel gain (loss) un~~~:ecllon 1231 (~Iher thon d~D.{O cr~alty orlhelt) (ettach Form 4797) 6
7 Other Income noss ettach schedule . . . . . . , . . . , . 7 I~I
, 6 Charltobls conlrlbullans (seo Inslrucllons) (eUach schedule) , 8
u
"1::1 8 Socllon 178 expense doducllon (attach Form 4562). 9
"20 10 Oeducllons relslsd to portfolio Income (see Insl,ucllans) (1Iemlze) 10
C,., 11 Olhsr deducllans (altoch schedulei. . . . . , . . , . 11
!1:~ 12a Interesl sxpense on Inveslmenl debts . , 12s
~~ b (1) Invsstmenllncome Included on IInss 40, 4b, 4c, end 4f obove 2bl1'
i2) Invsslmenl exoenses Includsd on line 10 obove, . . . . 2bl2
130 Credit lor Income lax wlthhsld , . , , 13s
b Low. Income housing credil (see Inslrucllons): ~3bii
(1) From partne,shlps 10 which secllon 42(1)(5) applies for property placed In seNlce belore 1990
~ (2) Other Ihan on line 13b(1) for property placed In DeNice before 1990 3b12'
(3) From partnerships 10 which sscllon 42(1)(5) opplles lor property ploeed In ssrvlcs olter 1989 3bl3
U (4) Othsr Ihan on line 13b(3) lor property placed In service allsr 1989 , 3bl4
c Ouallfled rehobllllallan expendlturss rolalad to renlal reol eslals sellvllles (altach Form 3468) 13c
d C,edils (elher Ihan c,edlts shewn on lines 13b and 13c) ,elaled 10 ,enlal real estale aclivllies (see Insl/ucllens) 13d
e Credits relaled 10 olhor renlal acllvlllos (see Instruellans) 130
14 Other credils (see Inslruellons) , . . . . , . . 14
i; 150 Nel eamlngs (loss) from sslf,emplayment , 15e ~ ,,')yc. /
, -- b Gross farmln9 or fishing Incamo, , . , 15b <C. o<;r, tlc, 1"-
_a.c
-~u
"l E c Gross nonlorm Income. . . . . . . 15c
'lilfl 16. Oapreclollon odjuslmenl on property ploced In sorvlco ollsr 1986 160
"c b Adjusled gain or loss 16b
~.h ,
o Oeplsllon (other Ihon olt ond gos) , , , , 160
fi~:! d (1) Gross Income 'rom 011, gos, and gsolhsrmol properties . . 6d'1
~o!! (2) Osducllans ellocoble 10 011, gas, and geolhennal propert~s . . 6d'2
o Other adluslmsnls end lax nreference Items lottoch schedule . 160
III 170 Type of Income ~ ................. b Foreign country or U.S. possosslon ~ ......,.........
ell
~ c Tolal g'oss Incamo from sources oulslde Ihe United States (attach schedula). 17c
c d Tolel applicable deductions ond losses (aUach schadu/e) . 17d
at o Tolsl foreign taxss (check one): ~ 0 Paid 0 Accrued 170
e, I Reducllon In taxes available ,f~: credit (attach.~chedUla) , 171
& a Other forelan tax Informallon attach schedule , , . 170
18. Tolal sxpendllures to which a oscllon 591s) election may apply. 180
... b Type of expendlluras ~,...........................................................................
ell 19 Tax-exsmpllnleresllncome 19
8 20 Other lax-exempllncome . 20
21 NondOOucllble expenses . . . . . , . . . . , . . . , . . . . . , . ~
22 Other Items snd emounts reaul,ed 10 be reoortOO sena,alel. 10 nortn." Is..lnslructlonsl (attach schOOula!
23. Incoms (loss). Combine lines 1 through 7 In column (b). From Ihe result, sublracl the sum 01
III lines 8 Ihrough 120, 17e. and 180 . . . , . . . , . . . . , , . . " , 230
~ b Anolysl. by Iype la) Corpo,als (b) Indlvlduol Ie) Partne"hlp (<I) Exempt (0) Nomlnee/Olher
.. at partnar: I. Acllve II. Posslve organIzation
.'l
II) Gon.ral partn."
(2) Limited partns"
Schedule F
(Form 1040)
OtPllrtrnentallJwTr..,UF)'
Internal R.wn~ 5ef'VICe (')9)
Profit or Loss from Farming
. Alloch 10 Form 1040, Form 1041 or Form 1065.
. Seo Inslrucllons lor Schedulo ~ (Form 1040~
ttlme01 prOPfltlOl
earn bell Farms
A PnnclPflI pIOdu:t. Ontrlbe loon. DI tYI'O WOld' ytU pnnc'JlIIItfOp01' IKWt)' b lhI (\,I'f,,"t till .I!..,
C Accounllno mothod: (1) 00 Cash (2) 0 Acc,usl
E Oid u'material! utlC! ale' In the 0 erallon of thiS ~usirus dun 1994111'140 I see InstructIons for limit on USI"" kisses. . . . . . . . . . . ,X Ves No
Part I Farm Income - Cash Method. Complete Parts I and II(Accruolmelhodl..poyerscemplele Parts II end III, ond line
11 el Pert I.) Do not Include sal.s of livestock held 10' dtall, b,e.dlno. spo,I, 0' dslry purposes; ,epo,t lI1ese sales on Fo,m 4797.
1 Ssles ofllveslock snd 01110' Items you bought fOl/.salo. . . , . . , . . . .. 1
2 Cost or oth.r bssls ofllvestock snd 0111., ilems ,epotted on line t. , . . . .. 2
3 Subt,act IIno 2lrom IIno 1 . . , , . . . . . . . . . . . , . . , . ' . . . . , . , . . . . . . . . . , . . , ,
4 Sales of livestock, produco, grains, nnd other products you raised. . . . . . . . . . . . . . . . . . . . .
SoTOI.lcooptllIIVldi.lnbullons(fo'rr(.)11I99.PATR) . .. .W 35.1 5bTu.bl..""unl ..
6oAQ,lcullu,slp,og,ampaymenls.. . . ." ...[!!] 6bTu.bl..""unl ..
7 Commodity Credit Co,po,stian (CCC) loons:
o CCC lasnSloported under elocllon . , . , , . . . . . . , . . , . . . . , . . . . . . . . . , , . . , . . ,
bCCClo.nslo~.II.do'np.ldwllhc.~IIoClI.. . ... ., ,l...1!!1 I 7cTu.bl..""unl
8 Crop Insurance proceeds and certain dlsasler payments:
eAmountrecelvedln1994 , , , " ,. ... .. ,l...!!L I 8bTu.bl..""unl
c Ifel.ctlon to defer to 1995 Is sttsched, checkhe,o ~ 8dA""unld.r"re<llmm 1993, .
9 Custom hire (machine work) Income. . . . . . . . . . . , . . . . . . . . . , . . . . , , . . . . . . . . .
10 Oll1erlncome,lncludinolederalsndslalegasolineorlueltsxc,edlto"elund,.."""....,.
11 Gross Income. Add emounls In lI1e ,Ightcolumn fo, lines 3111tough 10,IIsccrusl mell10d lupsyer,
enter tho amount from a e 2 line 51 .........,...............,............ l'
Part II Farm Expenses - Cash and Accrual Method. 00 nellnclude pelSonal 0' IIvlno s'pensss such ss
taxes, InsurancD, repairs. etc, on your home.
12 Car and truck expenses
(slsa sliach Form 4562),
13 Chemicsls.....,..
14
35 Tolelexpenses,Addllnes 12 thlough 341. ....".. , ..,. ..." '." ",.. , .. 35
36 N.tt"m prolit or (loss). Subllsct I,no 35 110m Ii.. 11.11. pm'". onl" on fo,m 1040,11.. II .ol .Iso on
Schedule Sf,lln.l.lf I loss, you must 00 on to line 37 (estales,INsts, and partnerships, !::eO rnSINtIIOnS). . . .
37 I'you have 8 loss, you must check the box that describes your Investment In this activity.
If you checked 37a, entsr lI1elo.. on Form 1040, IinslB, and slso on Schedule SE, line 1,
II you checked 37b, you musl sltach Form 619B.
0181 For Paperwork Reducllon Act Notice, see Form 1040 Instructions.
ero s
Conservation_expenses.
Attach Form 8645. . . .
1S Cu.lom hire (mschl.. worlt) .
16 Deprociation Rnd section
179 expenso deduction
not claImed elsewhero. .
17 Employea benelit prag,ams
other than on line 25. . . . .
18 Feed pu,chased. . .
19 Fe,tillls,S and lime.
20 F,eighlsnd Irucklno .
21 Gasoline, fuel, and 011. .
22 Insurs",. (olhe, Ihan he.llh) , .
23 Inlerest:
e MMOsoe (p.id 10 blnk~ .Ie). .
bOll1er , . , , . , , , . . ,
24 l.bor hired less em Imnl enl. .
12
13
25 Penslonsol pml,I,.h.ri"'l pl.ns
26 Renl or lease:
14
15
a Vehicles, machinery, and
equipment. , , . . . . , . . . . .
bOther Qand, animals, etc). . , . , . ,
27 RepallS and malnlenancs, . , . , , ,
28 Sesds and planls pu,chased . ,
29 Slorage and warshouslno. , , ,
3D suppll.s purchased. , . , , . .
31 Ts'.s.......".".,
32 Utilities . . , , . , . . . . . . . .
33 Velerinary, breeding. and medicine. , . .
34 0111., e'penses (specify):
awarehouse fees
b}9SLa}===============
c____________________
d____________________
e
,mlsc----------------
170.
16
5 001.
17
18
19
20
21
22
842,
911.
23a
23b
24
mll0212 l~
OMO'., IM!lOO74
1994
14
5<<l.......tyH_($SN)
. 1 J:l
o [nlei' pMclP'lIIlQt1CUII.nlIIlClMly cod.
(f,omP.1g.2) ~ 120
o E.mployw ID nwm.. (DH). If.ny
3
4
5b
6b
5 689.
35.
"::,,,'
;, -,"" ~-'
7.
7c
8b
8d
9
10
13 575.
19 299.
.. 25
<.-':-.,
26a
26b
27
28
29
30
31
32
33
15 390.
789.
34a
34b
34c
34d
34e
341
599.
65.
1 281.
25 048.
36
-5 749,
}
..."......ItNn\
IS.'flSk.
~firm~nl
37 X
37
Schedulo F (Fo,m 1040) 1994
Form 4562
Depreciation and Amortization
(Including Inlormatlon on Listed Property)
. Attach Ihls form 10 your relurn.
01.10"" 1!l4~.OI72
[Mpo1I1menIClfthtTre:na-y _
InlelMI Rhenut ~rw:. (99)
t-MtTIf(l) thcMn on return
Cam bell Farms
DlAlnlU at actMly to Yohtt, lh' 'OIm rel.lln
1994
67
Id."'I)ot"QNW'tlbet
I Part I I Election to Expense Certain Tangible Property (Section 179)
Nole: 1/ u hr1VO an 'LIsted Pro , . com lete Pm' V bcloftJ tJ com fete Partl,
1 Maximum dollar limitation. (If an enterpriso zona buslnoss, 500 Instructions,) . . . . . . . .
2 Total cost o16ectlon 179 property placed In servlco durlno l!1e ta. year. . .
3 Throshold cost of section 179 proporty boforo roduction In limitation . . . . . . . . . . . . .
4 Reduction In limitation. Subtractllne 3 from line 2.11 lero or less, entor ,0. . . . . , , , . .
5 Dollar lImitation for la. year. Subtraclllne 4 from line 1, II loro or less. enter ,0" (II msrrled mlno
5e aralcl seo Instructions. .........................,.........
6 a Oeserl lion of fa or b Cost
1 17 500
2
3 200 000
4 o.
5 17 500.
e Elected cost
7 L1sled property, Enter smount from line 26 ,....,......,.,..,...., 7
8 Talal elected cost o16ectlon 179 property. Add amounts In column (c).lInos 6 and 7 . , , . , . 8
9 Tentative deduction. Enler l!1e smaller 0' line 5 or line 8 . . , . . ' . . , . . . . . . . . ., ..".. 9
10 Carryover of disallowed deduction from 1993 , . . . . , , . . . . . . . . , . . . . . . . , . 10
, 1 Taxable Income limitation. Enter the smaller of taxable Incomo (not less than loro) or Iino 5. 11
12 Section 179 e.pense deduction. Add lines 9 and 10, bul do nolenler more l!1an tine 11 . . . 12
13 Carr over of disallowed deduction to 1995. Add tlncs 9 and 10 10" line 12. ...,.~ 13 1 213.;-
Nole: Do nol use ParI II or Pari 1/1 below lor /isled property (aufomoblle., certain other vehicle.. cellular lelephones, certain compulers, or
properly used (or entertainment, recreation, or amusemont). Instead, use Part V (or listed property.
lpart II. I MACRS Depreciation lor Assets Placed In Service Only During Your 1994 Tax Year
Do Nollnclude Llsled Pro ert
(a) (b) Monln,,,,,
CI3"lftCJllionofptoperty )::'f1~~
1 213.
o.
o.
(C)OallstofdeptltClallOn
(tluslnnsJIt'lVntmenlll\'
enl .. "" In'UU:llOnl
Section A - General Oe
.J~
(g)Oe"'''~''''n
dedl.CtlOn
14 a 3. car fa
b5. oar fO
C 7. ear 10
d 10. oar 10 or
e 15. ear fO or
f 20. oar fa or
9 Resldenlial renlal ,
property. . . . . ,
h Nonrosidential roal
proporty. . , . . . . ,
7.5 MM
7.5 MM
39 MM
MM
Section B - Alternative Do reclatlon S slsm ADS
5/L
5 L
5 L
L
15 a Class life
b 12. ear.
c 40. ear .
I Part III.' I Other Depreclallon (Do Nollnclude L1sled Property)
16 GDS and ADS deductions for a..ets placed In service In tax years beginnino belore 1994. . . . , , . .
17 Property sublect to section 168(1)(1) election. . . . , . . . . , . . . , , , , , . , . . , . , . , , . , ,
18 ACRs and ol!1er de raclatlon . . . . . . . . . . . , . . , . . . . . . . . . . . . , . , . , , . . . . . .
12 rs
40 rs
MM
5/L
5 L
5/t
19 L1sled property. Enter smaunt from line 25 , . . . . . , . . . , . , . . , . . . , , , . , . . , . . . , . .
20 Tolal. Add deductions on line 12, lines 14 and 15 In column (g), and lines 161!1rough 19. Enter here
and on the approprletellnes of your rerurn. (partnerships and S corperatlons .. 'eelnstructians ..
21 For assets shown above and placed In servIce during the current year, onter
tho ortlon of l!1e basis attributable 10 soction 263A costs . , . . . . . . . . . . . , 21
0181 For Paperwork Reduction Acl Nollce, seelnslrucllens,
fDIZOOl2 12mJ94
16 1 376.
17
18 3 625.
19 o.
2D
Form 4562 (1994)
IPart IV, I Summary
. .
OMO No. 1545.0099
SCHEDULE K-1 Partner's Share of Income, Credits, Deductions, etc.
(Form 1065) ~ Soe sepArotelnslructlons.
o.pw1men1 ollhti It.''ury
Interntl n...._ S-w. For calendar YII' lW4 or tl. YII' b.glnnlng , lW4, Ind ending , HI
Parlner'. Idenlllylng number ~ '0 ~ 3 ~i&S.R- Pnrtnarshlp'~onlllylng numbor ~ 3.1 10 '1 ~ '8 I .~
Portnor's noma, oddross, and ZIP code Pnrtnershlp's 110me, Oddross~nd ZIP (jo~e() 0
~~~~~ LJ4L-~~~
~?J. ~~ ~& ~P.O. --f3ot- lPto
~ Lls' to 'I
.
F Portner's shar f Ilobllltios (soo Instructions):
Nonrecourse. . , , , . . $ ....,..............,
Qunllflod nonrocoursa flnnnclng $ ...............,....
Other , . , . . , , . . $ ....................
G Tax sholter roglstrotlon numbor. ~ ...,...,..................
H Check here If this partnership Is a publicly traded
partnership as defined In secllon 469(k)(2). . " 0
Check oppllcable boxes: (11 OFlnsl K-l (2) OAmended K-l
~@94
A this partnor Is n general portner 0 limited portner
o limited lIabllify company membar r\ .1
B What type of enlily Is this partner? ~ ~.........,
C Is this partner a 0 domestic or 0 0 torelgn partnor?
E (II DeforD change (I~I nd of
o nter partner's percentage of: DI leonina''''' , ..,
Profit sharing, . . , , ......... % .., '.. %
Loss sharing . . . . ,...,.... % "I'i~.. %
E Ownarshlp 01 capllal. ., .....,... ~ ...f,:}.. %
IRS Centor where artnershl filed return:
J Anal .1. 01 ortner's co Ital account:
(al Cepit., account at
beginnmg 01 vea,
(bl Caprtll contributed
during year
cl Partner's share 01 Unes
3,.., and 7, Form '065,
Schedule M.2
(I) Capital .ccaunl at end 01
yea' Icomblne columns I-I
tht h I
(d) Wl1hd,awals and
dlllJlbutions
(0) Distributive sho,. 110m
(b) Amount
Ie) 1040 nte.. onler the
amount In column (b) on:
} See Partne,', Instructions lor
Schedule K.l (Form 1065).
j
~
1 Ordlnsry Income Ilass) from 'rodo or business sctlvlllos
2 Not Income (loss) from ,sntsl real estale octivlllos
3 Net Income Oass) from othor ,onlol activlllss .
4 Portfolio Income Ooss):
o Intersst
b Dlvldonds. , . . ,
c Royaltlss, . . . ,
d Not short-tsrm copltol goln (loss)
e Nst long-term capital gain (loss),
1 Other portfolio Incomo (loss) (attach schod"le)
5 Guaranteod paymsnts to partner . . . .
6 Net gain (loss) under secllon 1231 (olher than due 10 casually or the It)
7 Other Incomo loss ottsch schedulo . . , . . . . ,
6 Chorltablo contributions (sea Instructions) (attnch sChed"/o) .
o Section 179 exponse deducllon. , . , . ,
10 Doducllons relalsd to portlollo Income (attach sChod"lo) .
11 Othor deductions ottoch sClled"'O, ,
1
2
3
101.
40
4b
40
4d
4e
41
5
6
7
6
o
10
11
..
E
o
u
.5
Seh, 0, Part I, line 1
5ch, 8, Part II, line 5
Sch, E, Part I, Ilno 4
Sch. D, line 5, col. (Q O' (~l
Seh. O,line 13. col. (Q 0' (gl
Enluon,pplatlIe1lntcIYOl,ll,.It.rn
} See Panne,',lnstructlons for
Schedule K.' (Form 1065).
(nltfon,ppllUblelnfolyourftMII
5ch. A, line 15 Dr 16
,
u..
:Ie
~~
See Partne,',lnstructions for
Schedule K.' (FOIm '06!.!).
go;;
.s!! 128 Intersst exponso on Investmsnt debts, ..",
~ c b (1) Invostmont Incomo Includod on IInos 40, 4b, 4c, ond 41 above
e - 2 Invostmont ex enses Includod on Uno 10 Dbovo
130 Credit for Incomslax withheld . . . ,
b Low-Incomo housing crodll:
(1) From soctlon 4201(5) partnorshlps for property placed In
sorvlcs bofaro 1990 , . . , , . . , . , . ,
(2) Other Ihan on line 13b(1) lor property placed In service belore 1990
~ (3) From section 4201(5) pnrtnsrshlps for proporty placed In
e oorvlce attar 1089 . , . . , . , . , . . . , . .
U (4) Olher than on IIns 13b(3) lor property placed In servlcs alter 1989
c Ouallfiod rehabllltstlon expendituros relatod to rentol real eslolo
actIvitIes (sse Instrucllans) . . . . , . . . , . . .
d Credits (other than crodlts shown on IInos 13b and 13c) relolsd
to rontol rool estate sctivlllss (soe Instructions), ,
a Credits rolatod to othor rental acllvltios (see Instructions) ,
14 Othsr credils sso Inslructlans . . . , . , .
For Paperwork Reduction Act Notice, ... Instructions 10r Fann ~065.
120
bl
b2
130
Fomt 4952, line 1
} See Partne,'. Instructions for
Sctledule K.' (Form 1065).
See Partner's Instructions lor
Schedule K.l (Form 106S).
Fonn 8586, Uno 5
) See Partner'. Instructions ro,
Schedule K.l (Form 1065).
Schadule K.llForm 1065) 1994
13d
130
14
Cat No 1l394A
Schedule K.1 (Fonn 1065) 1994
Pagu 2
(0)1040 fliers enter the
amount In column (b) on:
5ch. SE, Section A or B
} 6H Partner', Inltructlon, 'or
Schedule K.' (form 1065).
(oj Distributive Ihoro Itlm
tb) Amount
n
,?;~
-'Iii.
,!! H
!a
II
~.E
FOfm 1116, chock boxes
I Form 1116, Par11
Form 1116, Por111
Form 1118, Par1111
See InslrUetlons for Foon 11 18.
} See Partner'llnstNCtlon, fOf
Schedule K.1 (Form 1065).
1
150 Net aemlngs (loss) from self.emplaymont.
b Gross fonnlng or fishing Incomo. . , ,
c Gross nonfarm Incomo. . . . . . .
18e Oeproclatlon odJustment on property placed In servlco nftor 1986
b Adjusted goln or loss , . , . , , , , , ,
o Ooplstlon (olhsr than oil and gos) , , . , , , . , , ,
d (1) Gross Income from 011, gos, ond gsothonnnl proportlos , ,
(2) Osductlans ollocnbls to oil, gns, and goolhonnnl proportles
e Othor sd uslmsnts and tOK reforoneo lIoms nttac', schedulo
170 Type of Incomo ~ .......,.........,.......,.......................
b Nome of foreign counlry or U,S. possession ~ ...,.............
o Total gross Income from sources oulslde the Unllod States (allach
schedule). . . . . . . . . .' . . . . . .
d Totel sppllceblo doductlons and lossos {allach schedule}.
e Total foreign toxe. (check one): ~ 0 Paid 0 Accrued.
f Reduction In toxes avollobla lor credit {alloch schedule}
Othsr larel n tox Inlonnatlon alloch schedule . , . .
Soe Partner', InllMtlons
fOf Schedule K.1
IForm 1065) and
InstructIOn' for Form 6251.
~
~
6.
'!!
o
...
170
17d
17e
171
17
180 Totsl expondilures to which a soctlon 59(e) oloctlon msy opply
b Type of eKpsndltura. ~ ...........................................
Form 1040, Ilns 8b
} See Partner', Inllructlons 'or
Schedule K.1 (Form 1065).
"-
OJ
g
......................................................................
Tox.exempt Interest Incoms ,
Other tax.exempt Incomo. . . . . .
Nondsductlble eKpenses. . , . . .
Recapture of low.lncome housing credll:
o From section 420)(5) psrtnershlps , . . } Form 8611, line 6
b Olher than on line 22a. . , . , . .
Supplsmontol Inlonnotlon roqulred to bo reported separately to aach portnor {allach additlonsl schsdules If mora space Is
noodsd}:
19
20
21
22
23
..........................................................................................................................................
..........................................................................................................................................
..........................................................................................................................................
,
.........................................................................................................................................,
c
o
~
E
.::!
.5
~
OJ
E
OJ
ii.
go
Ul
..........................................................................................................................................
..........................................................................................................................................
..........................................................................................................................................
..................... ......... .............. ... ................. ... ...... ... ..... .... .....~.... ...... .............. ... ....... ..... .... ....
..........................................................................................................................................
..........................................................................................................................................
..........................................................................................................................................
..........................................................................................................................................
...........................................................................................................................................
..........................................................................................................................................
SCHEDULE K-1
(Form 1065)
o.~"'m<<tloft"-TI..'ury
Inl.nal"~ SV'ttCe For calendar Y'" 1~ or tn yu, bftQlnnlnu
Partner'oldenll In number ~ S -,s-l - (pO -
Port nor's namo, address, and ZIP codo .
~~d::::'~~ ZZJ~
'-"-;'/.'~-~7 ,4
QMD t~o. 1545-0099
Partner's Share of Income, Credits, Deductions, etc.
... Soe separato Instruellons.
. 'mH, and ..,dlng . 19
Partnorshlp's Idenllfylng numbor ~ 3.1 10 I"j ~ ~ I :~
Partnership's 11omo, address, and ZIP codo
W~~~~
P.D, ~ LPl.o
{!)/}., LJS , <0 'I
,
F Portnor's shar f lIabllitios ('00 Instructions):
Nonrocourso. . . . . ,. $ ..............,.....
Oualirlod nonrocourso financing $ ...............,....
Othor . . , , . , , ,. $ ....................
G Tax shollor rogl.tration numbor. ~ ........,.................
H Chock horo If this partnorshlp Is a publicly tradod
partnarshlp as dofined In soction 469(1<)(2). . ,. 0
Chsck oppllcable boxs.: (11 DAnai K.l (21 oAmondsd K.l
A Thl. portnor I. 0 genoral part nor
o Ilmltod liability company mombor r\ I
B What type of entity Is Ihls partner? ~ ~.........,
C Is this partner a 0 domesllc or a 0 foreign partner?
I PI Delore change (I~nd 01
D Entor partner s percentage 01: 0' I.nnlnaloon , .ar
Prollt sharing. . . , . . . ..,...... % ..) ,.. %
Lo.s sharing , . . . . .....,... % "1'13... %
Ownership of cepltal . . . , ......,.. % ..,I~.. %
E IRS Center where ortnershlp flied return:
J Anat 010 01 ortnor's co Ital account:
1.) Cap/lat aceounl II (b) Cepllal conlributed
begInning of year during year
(e) Par1nltf', .hare olin"
3.4, and 7. Form 1065,
Schedule M.2
(D) Distributive shsre Item
....
..
o
d-
.,
E
o
u
.E
1 OrdlnDry Income 00") from trade or buslnDSS sctivllles
2 Nst Income Oa.s) frem rentsl roal estata activities
3 Nst Income (loss) from other rontel octivltiss .
4 Portfolio Income Oas.):
e Intorest
b Dividend.. . , . .
c Royallle.. . ...
d Not .hort.tenn capltel goln Oo.s)
e Net long.lenn capital goln Ooss).
I Othor portfolio Income Qoss) (sttach schedule)
5 Gusranteod payments to partner . . . . . , , . . .
6 Net oaln (loss) under section 123t (olher than due to casually or thell)
7 Othor Incams oss sttach schedule , . , . . , . .
6 CharUoblo contributions (.ea Instructions) (sttach schodule) .
o Section 179 oxpsn.o deduction. , , , , , . . .
10 Doductians relatod to portfolio Incomo (a"ach schoduls) ,
11 Olher deductions a"ach schedulo. . , . . , . .
.
u..
:Ie
'tIo
";0
C
'E
",-
o::f:!
;;: '" 120 tnterost ox pense on Investment debts. , , , . . , . .
g! 'E b (1) Investment Incomo Includsd on lines 40, 4b, 4c, snd 4f abovo
It: - 2 Investment ex eoses Included on Uno 10 above
13a Credit lor Income lax withheld . . , , . , ,
b Low,lncome hoU.ln9 credit:
(1) From section 42(j)(5) partnerships for property placod In
servlco befors 1990 . . . , , . . . . , , , .
(2) Olher than on line 13b(1) for property placed In service before 1990
(3) From section 42(j)(5) partnerships for preperty placOO In
ssrvlce after 19BO , . , . , . . , . . . . . , ,
(41 Olher than on line 13b(3) lor property placed In service alter t9a9
c Qualified rehabilitation expendlturo. rolated to rental real ostate
sctlvlties (sea Instructions) , . , . . . . . , , , ,
d Credlls (other than credits shown on lines 13b ond 13c) relaled
to renlol resl estate sctlvltie. (.eo Instructions). , . ,
II Credits rolated to other rsntal octlvlties (see Instructions) ,
14 Olher credits sos Instruction. . . . . . . . . .
For Papsrwerk Reduction Act Notice, ... Insltuctlons lor Fonn 1065.
~
l!!
u
~@94
(ef) Wlthdraw.ls and
distributions
(I) Capital account .1 end of
year (combine columns (e)
1M> h dJ)
(b) Amount
(0) 1040 flIere ent.r the
amount In column (b) on:
} s.e Partner'. InstructIons tor
~heclul. K.l (Form loe5).
1
2
3
40
4b
4c
. 'old
4e
41
5
6
7
8
o
10
11
(.,1.
Sch. B, P8III, line 1
5ch. e, Part II, line 5
Sch, e, P8II1, line 4
Sch. D, line 5, col. (Q or In)
Sch. D, IIns 13, col. IQ 0' (0)
Enllfon.ppllabltlln.olrourttluIn,
} See Partne,', Instructions for
Schedule K.l (Fonn 1065).
[n\.r Gn'Pplltlblt 1In. olvourrtlum
Sch. A, line 15 or Ie
} See Panne,'slnstrucUons for
Schedule K.' (Fonn 106'1.
Fonn 4952, line 1
} See Pannltr'. Instruction. for
Schedule K.l (Form 1065),
See Partner'. Instrucllons for
Schedule K.l (Form 1065).
Form 8580, Une 5
13<1
130
14
elt. No. 11394A
I See Partne,', Instructions lor
Schedul. K,' (Form 106'),
SchOOule K.l (Fonn 1065) 111II4
SchBdul. K.1 (Fonn 1065) '994
lb) Amounl
Pao_ 2
(c) 1040 ml... Inler Ihe
emounlln column lb) on:
Soh. BE, Bectlon A or B
} See partne,', an,trucUonl for
Schedul. K.I Ifoml 1065).
(e) Dlalrlbutlvl ahare IIam
G:I lBa Nol e.mlngs (loss) Irom sslf,omploym.nl,
~ ~ b Groso farming or fishing Incom., . . . .
~ "a c Gross nonfarm Income. . . . . . . .
,!!Il
iIJ
~II
;i
-4:
:!
~
~
C
'"
'E
~
...
..
8
c
o
'.Q
..
E
oS
.5
~
..
E
..
'ii.
Q.
:J
CIl
168 Ospr.clollan odjuslm.nl on prop.rty ploc.d In ..rvlco all.r 10B6
b AdJustodgalnorlass. . . . . . , , . , , .
c O.pl.llon (ath.r Ihon 011 and gas) , . . . . . . . , .
d (1) Gross Incom. from 011, gas, ond g.othsrmol prop.rtlos . ,
(2) O.ducllans ollocobl. to 011, gos, ond goothormol proportlos
e Othor od u.lmonts and tax rolor.nc. 1I0ms attach .chodu/a
17a Typo or Incama ~ ......................,..........................
b Namo or forolgn country or U.S. po.....lon ~ .................
c Tolal gro.slncom. Iram sourc.s oul.ldo Iho Unllad Slala. (sttach
schedule). . . . . . . . . " . . . . . .
d Tolol.sppllcobla dsducllon. ond 10.... (attach .chodul.).
e Tolal for.lgn taxes (ch.ck ons): ~ 0 Psld 0 Accrued,
f Reducllon In lax.. avellable for cr.dlt (aUach .chodu/e) .
Other forel n lax Inlormallon ottach .chedule . . . .
See Partner'. InltNc11on1
fot Schedule K.1
Iform 1085,and
lnatNctlonl fot Fonn 8251.
Form 1116, check bo...
I Form 1116, Pili I
Form 1116, Pili 11
Fonn 1116, Pili III
S..lnstruetlont lor Form 1116.
} Set Partner'. InltNc1)ons for
Schedul. K.I lfomllOll5).
170
17d
17e
171
17
lBa Totel expenditures to which 0 secllan SO(s) elecllon mey opply
b Type of expendllurs. ~ ...........................................
180
......................................................................
Fonn 1040, Unl 6b
} See Partrlet'. InttnJCUonl fOf'
Schedull K.I lfomllOll5).
19
20
21
22
Tax.exempt Inleresllncome .
Other lax.sxempt Income. . . , , .
Nondeducllbl. expen.e.. , . . . ,
Recapturs or low.lncome hou.lng credll:
From secllon 420)(5) psrtnershlps , , . } Fonn 8811 line B
Otherthsnonllne228. . . . , .. '
Supplomentsl Inlarmallon required to be reported' seporalely to each po~nsr (attach additional .chedu/e. /I more .pace I.
needsd):
8
b
23
..........................................................................................................................................
..........................................................................................................................................
..........................................................................................................................................
,
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OMU No. 1545-0099
SCHEDULE K-1 Partner's Share of Income, Credits, Deductions, etc.
(Form 1065) ~ Seo sopamlo Inslrucllons.
o.plf1~ of h If...ury
In'..."" n...tnUtI~. For cal.ndar Yelr HKM or ,.. y.ar beginning . tOO4, Ind endIng , to
Po'lner'o Identifying number ~ .J yartner.hlp'. Identifying numbor ~ 3..1 10 '1 ~ '8 I :\
Portner's nome, address; nnd Z,/~O'./ Pnrtnershlp's nomo, nddress, ond ZIP eodo
W"..,. C~ W.JlJ-.-.:v....... ~~
t(,'it1 V.s. S.J / -~ ~ ~ b P.o, --I3o-t- lP~
'-B ~. I GI2. LJ-s I <0 'I
F Partllo"s shardJ,f lIabllltlos (soo Inst,uctlons):
Nonrocourso. , , , . ,. $ ......,........,....
Quollfled nonrocoursa financing $ ..........,....,....
Othar . . . . , , . .. $ ......,..........,..
G Tax sheller reglstrotlon numbsr. ~ .........,................
H Check here II this partnership Is a publicly traded
partnerohlp es defined In section 469(k)(2), . .. 0
Chock sppllcablo boxes: (1) OFlnol K.l (2) OAmendod K.l
A This pertner Is general partner
o IImlled lIabJllfy company member ("'\ I
B What typo of enllty Is this partner? ~ ~..........
C Is this partner n 0 domestic or n 0 lorelgn portner?
. ~I Defore ching. ~~I nd 01
DEnter part nor B porcentago of: Dr termlnallon , f1ar
Profit sharing. . . . . ......... % ..) ,.. %
Loss sharing , . , , ...,...., % "l'/~" %
Qwnerohlp 01 capllal ........' % .../,).. %
E IRS Center where artnershl flied return:
J Anal .1. 01 ortnor'. co 1101 accounl:
(.) Cepit.' Iccount at (b) Cepitll conttlbuted
beglnnlng or y..r during year
tc) Pattner'. shat., 01 lines
3,4, and 7, Fonn 1065,
Schedule M.2
(0) Dlslrlbullvo shoro 110m
'iii
VI
o
d.
GI
E
o
u
.E
1 Qrdlno'Y Income ~oss) I,om trodo or business ectlvltles
2 Nellncomo ~oss) Irom 'enlol rool estate octlvltlss
3 Net Income ~oss) Irom other rontal activities.
4 Portfolio Income ~oss):
a Inte,est
b Dlvldonds, , , . .
o Royallles, . , . ,
d Nel short'lenn capllal gain (loss)
e Nellong.tonn capllal gsln (loss).
I Other portfolio Income ~ass) (aUach schedule)
5 Guarsnleed paymenls to partner
6 Net gain (loss) under secllen 1231 (ether than dus te casually er thell)
7 Olher Income oss aUach schedule , . , . , . . .
8 Chnrllabls contributions (see Inslructlons) (sttach schedule) ,
9 Secllon 179 expense deduction. , . , . , . . .
10 Deductions reloted to portlalla Income (afloch schodulo) ,
11 Olhsr deducllons attoch schedulo . ,...,.
,
U III
::s c
"00
G>;>
C
5t;
tl ~ 120 Inlersst expense on Investmsnt debts, , . . , . , , ,
!l: c b (1) Investmenl Incoms Included on lines 40, 4b, 4c, and 41aOOvo
c - 2 Investment ox onS8S Included on flno 10 obove
130 Credll for Income lax withheld . . .
b Low.lncama housing crodll:
(1) From section 420)(5) partnerships lor property placed In
servlca bolore 1990 . . . , .. ..,..,
(2) Olher Ihan en IIns 13b(1) for property placed In service belore 1990
(3) From oecllon 420)(5) partnerships lor propsrty placed In
service oller 1989 . , . . . . , , , . . . , . ,
(4) Other than on line 13b(3) lor property placed In servlcs aller 1989
c Qualllled rehabllitallon expenditures rolsted 10 rental real eslale
acllvltles (seo Inslructlons) . . . . . , , . , , , ,
d Crsdlts (other than credits shown on "nss 13b and 13c) related
to renlal real estala actlvllles (see Inslructlons). , . .
e Crodlls roloted to other rentol activities (see Inslructlons) ,
14 Olher crodlls see Inslrucllons. .......
For Paperwork Reduction Act Notice, ... Instructions for Form 1065.
J'l
'6
e
u
1
2
3
~
40
4b
4c
'4d
4e
41
5
6
7
6
9
10
11
i]@94
td) Withdrawals and
distribution,
e) Capltll account at end 01
year (combine columns (I)
thlO h (d)
lc) 1040 nlo.. .ntor Iho
amount In column (b) on:
} See Pattner'. In,tlUellens '01
Schedule K.1 (Fenn 1065).
101..
Sch, B, Pert I, lino 1
Sch. a, Part II, line 5
Sch. E, Pert I, lino 4
Sch. O. Uno 5, col. (~ ()l (!))
Sch. D, lin. 13. col. (Q or (0)
(ntnon IPCllltlbIt lint OI)1XlI "Illln.
} See Partner', Inslructlon. lOt
Schedule K-1 (Fonn 10651.
(nl.ton'~liCJbleln.of)'O\l'ftll,lln
Sch. A. line 15 or 16
See Partne,'sln'ltucllons '01
Scheduls K.l (Fonn 10651,
Form 4952, lins 1
} See Partner', 'nstrucllon. lor
Schedule K.l (Fonn 1065).
See Partner's Instruction. for
Schedule K.1 (Fonn 1065).
Fann 8586, line 5
""
13d
130
14
eal. No. 11394R
See Partner'. Instructions for
Schedule K.l (Fonn 1065),
Schedulo K.l (Fonn 1005) lQ9.4
Schedule K.1 (Form 106~1 '994
(.) Dlstributlv. .hsre lI.m
(b) Amount
P'O. 2
(c) 1040 fil.... enter th.
amount In column (b) on:
Sch, BE. Section A or B
} See rlr1n.,..ln.tructlon. for
Schedule K.1 (Fonn 1065).
u
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158 Not earnings ~o..) from sell.emplaymenl.
b Gro.s 'annlno or fishing Incoma. , . .
c Gross nonfarm Incomo. . . . . . .
16. Oeprsclollon adjustmsnl on prop.rty placed In servlca oller '000
b Adjusted gain or loss. . . , , . , . . . . ,
c Oeplsllan (olher thon 011 and gas) . . , . . . . , . ,
d (11 Gross Incams from 011, go., and gOOlhenn.1 propertlos . .
(2) O.ducllon. allacsblo 10 011, gas, and gsolhsnnal proporilo.
e Olhor sd uslmonls and tax roloronco 1I0ms ottach schodu'o
17. Typo of Incomo .. .................................................
b Nsmo of forolon counlry or U,S. posso.slon" .................
c Total gross Incomolrom sourcos out.ldo tho Unllod Slates (sttach
schedule). . . . . . . . . " . . . . . .
d Tolal.sppllcoblo doducllons and lossas (attsch schodu'e).
e Tolal foreign taxeD (check one): .. 0 Pold 0 Accrued .
I Asducllan In taxos .velleblo lor credit (sttech schedule)
Othor lorol n lax Infannsllan attech schodulo . . . ,
See rlrtnet'" Instructions
'Of Schedule K.1
IFonn l06o)snd
Inslructlons for Fonn 625'.
Form 1118, chock boxes
) Form 1118, Part I
Fenn 1118, Part II
Fenn 1118, Psrllll
Set InstNclloN fOf Form 11' 6.
} See PaM'" InltNctlol'ls for
Schedule K.1 (Fonn 1065).
168 Total oxpondlluro. 10 which a oocllan 50(0) elocllon may apply
b Type ole.pendllure. .. .............,.............................
...
..
g
......................................................................
Fenn 1040, line 8b
} See P.rtn.,.. Inltruc::tlons tor
8chedul. K.l (l'orm 1060),
Tax.exsmpllnteresllncome ,
Other tax-oxsmpt Incoms, , . , , ,
Nendsducllble expen.e.. . , . . .
Aecaplure ollow-Incomo hou.lng crodll:
From .ocllon 42(1)(5) partnorshlps . . .
Other Ihan on line 22a . . . . , . .
Supplsmontal Infonnallon required to bo roportod soparalely 10 each parinsr (ottach oddltlonsl schedu/a. If more space Is
needod):
19
20
21
22
8
b
23
} Form 8811,lIne 8
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Fonn 100.\ 119951 P'g. 3
Partners' Shares 01 Income Crodlta Deductions elc.
(s DI.trtbuUv. ehar. Ita me
1 Ordinary Income ~ass) from trode or buslnass actlvltla. (pags 1, IIno 22)
2 Nat Incomo (loss) from rsnlsl real oslols eCli"lIla. (sttach Form 8825) .
3a Gross Incoms from olhor renlal actlvltio. . . . . . , ,. 3a
b Expanses from olhor ronlal oCllvlties (attach schedule), . ,. 3b
o Nst Income ~0S5) from olher renlsl acllvlllo.. Sublract IIno 3b from lin. 3a
4 Portfolio Incom. (loss): a Inlsrssllncam. .
b Dividend Incom.. . . . . . . , . . . . . . . ..
c Royalty Income . . . . . . . . . . . . . . . .
d Nst shart.term capllsl goln (loss) (sttach Schedule 0 (Form lOBS)}
e N.t long.tarm capllal gain ~0S5) (attsch Schedule 0 (Form lOBS)}
I OIh.r portfolio Incom. ~oss) (attach scheduls) . . , . , .
5 Guaranlaed paym.nts to partners . . , . . . , , .. ..... .' ,
6 Nst gsln ~oss) undsr section 1231 (olhsr thsn due 10 casually or Ihelt) (attach Form 4797)
7 OIhsr Incom. oss attach schedule . . . .. '
" 6 Charllable contributions (attsch sc~sdul.). . . .
:I on 9 Section 179 upsna. deduction (attach Form 4SB2} ,
~ ~ 10 D.ductlons r.lated to portfolio Incoms ~t.mlz.). .
11 Olh.r d.ductlons attach acheduls . . . . . .
,;; _ ~ 12a Intsrs.t expensa on Inveslmsnt debts. ;'. . . . . . ".
!1 ~ S b (1) Inv.stmentlncome Included on IIns. 4a, 4b, 4c, and 4f sbovs .
.5 E.E 2 Inv.stment ex sns..lncluded on line 10 sbov.. , . . . ,
13a Low.lncome housing cr.dlt: . '
(1) From psrtnersltips to which section 42(j)(5) spplles for property placed In esrvlcs belors 1990 ,
(2) OIher than on IIna 13s(l) for propsrty placed In.ervlca bsfors 1990 .'. . ." . .
(3) From partnership. to which section 420)(5) appll.s for property plsced In service alter 1989
(4) Olher than on line 130(3) for prapsrty plac.d In eorvlc. slt.r 1989, . . . . ,,' .
b Oualified rehabllllstion expendilur.s rslated to ronlal real s.late sctivlties (attach Form 34B8)
c Credits (olh.r than cr.dlls .hawn on IIn.. 13a and 13b) r.latsd t~ rsnlal rsol e.tat. scllvities
d Cr.dils relaled to olher rsntal sctivitle. . ,
14 Other credit., ...', . , . . . .
t- 15a Nst esmlng. ~0S5) from sslf.emplayment .
== III b Gross farming or fishing Incams. , . ,
~ e c Gross nonfarm Incomo. ; . . . . .
'gB
nc
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on
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16a Deproclatlon adJuslm.nt on property placed In servlc. altsr 1988
b Adjuslsd gain or loss , . . , , .", . , , " .
o D.pl.tion (oth.r than 011 and gas) , . . . . , . , . .
d (1l Gross Incom. from oil, gas, and geothermal properties , .
(2) Doductlons sllocabla to oil, gss, snd g80th.rmal propertle. ,
. Other ad uslments and tax relerencs Items (attach schedule ,
17s Typ. of Inco[Tl. ~ ....,............ b Forslgn counlry or ~,S, possession ~ ....I...........
c TOlal gross Incomo from sources outside Ihe United Slal.s (attach schodule)
d Tolal appllcabl. dsductions and losses (attsch schedule) .
o Tolal foreign tax.s (check one): ... 0 Paid 0 Accrued .
I Reduction In taxes avallabl. for credit (attach schedule), .
Other lorel n lax Information sttach'schsdule . " . ,
16 Section 59(s)(2) ..penditures: a Typo ~ ..............................:........... b Amount ~
1 9 Tax.a..mpt Inler.sllncom. .
20 Olher tax....mpllncame, , . , , , . , , .
21 Nondoduclibl.o.pen.s. . , . . . . . . , .
22 DI.trlbutlons of monoy (cash ond mark.lable s.curlllss)
23 Distributions 01 property olher than money . , , . . . .
24 . Olher lIems snd amounts r ulred to be re Med se aralel to artnelS attach schedule
250 Income (loss). Comblno Iinos 1 through 7 In column (b), From th. resull, sublract ths sum 01
, lines 8 through 12a, 17., and lab ..,......""".
b Analysis by type la) Corporola Ib) Individual (e) PaI1nelShlp
01 pariner: I. Aclivs II. Passlva
(1) Generar pa~n."
121 limited partners
, .
. '.
..
.,
.
on
~
co
~
170
17d
17.
171
17
18b
19
20
21
22
23
25a
(dJ Exempt
organlzatlon
T tal .moun
"
te) Nomlnee/Olher
Schedule F
(<orm 1040)
Profit or Loss from rannlng
CWO~_I~O:)U,
1995
14
o.~.,tm.nt of ItI. Tt'UIlI"t
Inl,,".1 Rn.nue $t>r'fIC' ('9"))
NIno, O'PIDP,\t;IOl
~ Altach 10 Form 1040, Form 11141. or Form 1065.
~ S..lnstructions for Schedule F (Form 1040~
Social s.cunf)t H~, (11N)
(am bell Farms
^ PllnclPl1 Product. DrtCtibe In en. Of f.o We'd, y~, PM(I~aI ClllP Of Ac:h'l't fOllh. CiI",nl fu Vu"
BEn'" PIIt''Clp.1 ~tlC\jtMaJ 1<;f'flty eo,.
(I',omP....2) ...
ero 5
120
o [mplO)"l' ID HumlHr {t1H).1I Any
C Accounlino mell1od: (1) 00 Co'" (2) 0 Accrual
E Old u tm.lttfl.1I put'ti~t.'ln the op<<allon of lhis boslnes dun" 1995' If 'No,' ste In$tnKlJons for limit on sslve loues ...................... X Yes No
Part I . Farm Income - Cash Method. Completo Parts I and II (ACCNOI m.1hod taxpaye.. campi. I. P.rts lI.nd III. .nd line
11 of P.rtl.) Do nollnclude sole. of live.lock held fo, d,olt. bteedino, .port, er dairy purpose.; reporl lI1ese .ole. on Fo,m 4797,
1 Sale. of live.lock and oll1e, Item. you bought for re.ole .,. .. . .. '. . ..., ... . . 1
2 Cost or other basis or livestock and other Items reported on line 1 ........,. 2
3 Subtract line 2 from line 1 ................... .............,............. ............,.. .................
4 Sales 0' livestock, prcduce, grains, and oUler products )Iou raised. ... '" , .... .. . . . . . , . .. . . ... . . . .. . . . . . ..
5. Tot.I_li... d,slnbutior~ (Fonr(s) 10000.PATR).....,. .W I 5b T.ublumount ..,....
6. Agricullursl program psyments ..................ru 6b lwblulI'oOllnt .......
7 Commodity Credit CarperaVon (CCC) loans:
. CCC loon. reported under eleclion ...... .... ,.,..... .,......... ......... ...,.,... ." ,., ...". ....".,'.,
b cee lo.ns rorrtolld or I!pJid with ca1,fic.alos ....'....... .W I 7c Twblumount ,......
8 Crop Insurance proceeds and certain disaster payments: "'.;.~'. ";';
. Amount received in 1995 ..:....................L!!L I 8bTwblumount ....... 8b
c 11 elecUon to derer to 1996 I. attached, check he'e~ 8d Arr.ount deflmd r..m ISSI ..,.., 8 d
9 Cu.tom hire (machine work) Income... ....." .,.,... ...... ..", ..... .... ...,.., ."., ....,...,... ........ 9
10 Oll1er Income, Includlno federal and .tate ga.oline or rueltax credit or ,erund ". . . ..., , , .,.. .,.. ..,. ., . . ., 10
11 Gross Income, Add amounts In lI1e right column 'or line. 3111,ough 10.11 accrual mell10d taxpayer,
enter lI1e amounl from e 2, line 51 ............... ..,......... ..................... .................. 11
Part II Farm Expcnsos - Cash and Accrual Method. Do not Include personal or living expenses .uch as
taxes, Insurance, repairs, elc, on your home.
3
4
5b
6b
4 093.
7.
7c
2 000.
6,093.
12 Car and truck expenses
(01.0 attach Form 4562) . . .. . . . . 12 25 Pension or,d profit.sh.r1nj1 pl.ns ....,'.,... 25
13 Chemicals........ ............. 13 26 Rent or lease:
14 Conservation 8~;mse5. a Vehicles, machinery, and
Attach Form 5...... ...... 14 equipment. ......................... 26.
15 Custom h"e (""chine """') ......... 15 200. b Oll1er QSnd, animal., etc) ........... 26b
27 Repairs end maintenance. . .. , . . . . . . . 27
16 Decrecialion end section 28 Seed. and plants pu,cho.ed . . , . , . , . . 28
17 e'pen.e deduct,on
not claImed elsewhere ......... 16 5 195. 29 Slo,age snd wa,ehou.ino . , . . . . . . . , . , 29
17 EmplOihee benefit pr~rams 30 Supplie. pu,chosed ...........,...., 3Q
oll1er an on line 25....,...... 17 31 Taxes .............................. 31
18 Feed purcha.ed ............... 18 32 UUIIUe. ........... ...,...........,.. 32
19 Fertilizers and lime............ 19 557. 33 VefoYiNty, breet:!ino. ,00 medicine .......... 33
20 Freight and trucklno ........... 20 34 Oll1e, expense. (.poclfy): '.'.-.'>I"~'
21 Gasoline, fuel, and oil ......... 21 . warehouse fees 34.
22 Insu..",. (other INn h..lth) . . . . . . . . . 22 1 022. b}~i~====:======== 34b
23 Intere.l: :;)f.t cE~Q~f~~g~~_______ 34c
a Mortgooe (poid to ,,"nks, olc) ........ 23. d~it~_____________ 34d
bOther ......................... 23b . 34.
-----------------
24 Labor hired (I... ern,lmnl u:lsl ...... 24 341
101.
42.
672.
373.
75.
24,
740,
35 Total upenns. Add line. 12 II1rough 341.. . . .. .., .. .. .. .. .. .. .. .. .. .. ...... .. .. .... .. .. .... . .... .. .., ..
36 Net r,rm p,olit 0' (10"). Subtr"llIne 35 r..m line II. It . prolot. enler on Torm 1040, line 11 Ind .Iso on
S<hedule Sf, line 1, It. loss, )OU must Ol on 10 1111I 31 (os"'''' WsIs, Ind porlnersh,ps, ...1ns1I\JC\'ons) ....."........,..,., 36
37 IIlau hove o lass, you musl check lI1e box 11101 de.crlbe. you, Investment in 11115 scUvlty,
II you checked 370, enler lI1e loss on Form 1040, IIno 18, and .Iso en Schedulo SE,lIn. 1.
II you checked 37b, you musl ottoch Form 6198.
BM For Paporwork R.ductlon Ac1 NotIce,.ee Form 10411 Instructions.
35
9 001.
-2 908.
1
37 aX ~.'ri,::,1rMfl1
37l:i ~m~~nt
Sche~ule F (Ferm 1040) 1995
Form 4562
Depreciation and Amu(t1zallon
(IncludIng Inlonnallon on listed Property)
, AtlAch \hIs 'orm to your ..rum,
1995
67
tdM\fyl"'9 H~
()VlJNa t~Oln
o.p."me..., of I"'. f,...""
1n"'n.IR.....""" s..,...ke ('9')1
Nlm.(I) ~ 011 Retum
o.~, 01 Nt"""t 10 Yo"''''' lJ'1~ fOlmP......'
eam bell Farms Seh F Unlit led
Election to Exponse Certain Tanglb e Proporty (Section 179)
(Not.. Ir you have sny 'Li,t.d Property, . compl.t. Part V b.lo,. )<lu compl.t. Part I,)
1 MaXimum dollar limitation. If an enterprise lone bO'lines'5, see imtn.lctJom. ..........,...,..................
2 Talal cosl 01 5ecbon 179 property placed In ..",i,. during 111. laa y.ar ......,..,......',.....',.. '..
3 Thr.shold ca,1 01 "'cbon 179 property b.loro ,.ducboll ,n Ilmllabon ....'........,..,.......'.......... ....
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less. enler .(). ........................,........
5
517 500
1
'2
3
4
5200,000
Dollar limitation 'or ta.. )'Caf. Subtract IlOe 4 fl _ ',line 1. It UfO or less, enter .0., If man -:01 riling
separately. see Insltuctlons. ................,..,....................,........,......., , .. 5
6 (a) Descripl,on of property b ~) Cosl _ _,_ ---.te) Elecled co,\1
7 Listed property. Enler amounl fromlin. 27 ............'.............. ...... ~'.
8 Totalelott.d cosl of sectJon !9 property. Add smounts In column (c), lin" 6 and 7, '..,............., 8
9 Tentative deduction. Er:h r Ue smaller of line 5 or line 8 ....... ................................. 9
10 Csrryover 01 dissllow.d deduction from 1994 .......... ..........., ............... ......... .... 10
11 Tsaable Incom. limilation, Enter 111. smaller ollaaabl", (", .... II1sn zero) er line 5 ................. 11
12 Section 179 eapens. deducbon, Add lin.s 9 and 10, buldo note, '" moroll1an lin. 11 ..................... 12
13 Carryover of d",lIowed d.duction 101 \96. Add lines 9 and 10 1...lin. 12 ....... ~ 13
Noto: Do not use Parlll or Parllll below for listed property (automobiles, certain otfler vehicles. cellular telephones, certain camputers, or
property used for entertainment. recreation, or amusemenQ. Instead, use Part V for I,sted property.
IPart II >\' I MACRS Depreclallon lor Assets Placed In Service Only During Your 1995 Tax Year
(Do NOllnclude Listed Property)
Section A - General Asset Account Electfon
14 It you Bre maklno the election under section lE8(i)(4) to group on assets placed In service during the tal year Into or.e
or more eneral auet accounts. check this bOI 'See Instrucbons. ..........................................,.........
(a) (b)........nd Ie) .... too '"'''~''' (d) (.) (I)
Oa"d,u~ of P'C)Sl'rt'J .tI, plACtoJ ~Sifl",^""t'tm.nl In. R.cO'w'ry c::tliCaJ eon-.nlion ~.:no.J
In ...,...,,,. - ...lnstrUC!lCnll
Seellon B - Gon.ral Do reclaUon S sl.m GOS
~
(9)o.~,KiI;tiGn
dfo1l1C1lOn
15a3. ear ro ...,......
b 5. ear 0 r ..........
c 7. eor ro ..........
d 10. .ar ro rt ........,
e 15. .ar ro rt .........
, 20. .ar ro rt ..,......
9 R.sld.nbal renlal .......,
property ...........,.....
h Nonresidenbal ,eal .. . . . ..
property ................,
3 330.15.0 r5
tly
ISODB
167.
27.S
27.5
39
S/L
S/L
S/L
S/L
5<tcUon C - AllemaUv. O.
16aCla..liI. ................ S/L
b12. .sr.....,............ 12 r5 S/L
c 40. .or.................. 40 r 5 MM S I L
Part III" Other De reclallon Do Notlneludo Llstod Pro
17 GDS and ADS deduc~ons lor a..ets placed in ..",ice In taa y.ars b.giMing b.lore 1995 .......,......... 17
18 Property sublect to _cob on 168(1)(1) elecUon .................... ..........,................... ..,......., 18
19 ACRS ond olher d. reclalion ...'",'..,..,.....".........",......"..,.""""..,...".............. 19
Part IV' Summa
20 Listed property. Enler amount Irom I,ne 26. ............................ ,......'..... ........ ............. 20
21 Total. Add d.duct,ans on lone 12, Ion.s 15 Dnd 161n column (g), Dnd Ion.s 17111rough 20. Enler here
and on the apptopriate Ilroes of your return. Partnet!J1ips and S corporatlons - see Imtrucllons ............ 21
22 For ossets shown above ar.d placed in service during Ule current ~eBr, enter
the ortlon of the baSIS nttllbutable to section 26JA costs .,....,......',.,...,... 22
, BM For Paperworl< Reduction Act Notice, se.lnstructlons.
1 181.
3 847.
5 19S,
F:rm 4562 (1995)
flCHEDULE K-1 Partner's Share of Income, Credits, Deductions, etc. OMU No,I54S.OO'l'
(Form 10.65) ~ 5<1. ..peraloln,'",o.ianL ~@95
DepArt"""1 01 "" 'r.ltury U
01<'11,",,1 "'v,,,,,, S.,...,n For ul.nd" YUt lt9S or t.n Y'" begInning I lD05, .nd endIng .111
Partnar'.ldenllfylng number ~ Z~I~!J8 Partne..hl '.'danll In numbar ~ -' 078813
Partner's name, sddress, and ZIP code Partnership's name, address, and ZIP code
mlliam Campbell IHllium Carrvbell I'ann
P. O. Box 66 P. O. Box 66
Ripley, Ohio 45167 Ripley, Ohio 45167
A This partner Is a Gl general partner 0 limited partner
o limit ad liability company member
B What Iype of enllly Is this partner? ~ ,...lnd....,.......,
C Is this partner a Gl domesllc or a 0 foreign partner?
E I (II Be'OI, chang. . (U) E'nd 01
D nler partner 8 percentage of: Ot 1,""In.lIon year
Profit shsrlng . ......... % 1/3..... %
Loss sharing . . . . . . , ..,...... % .1/3..... %
Ownership or capital . , ; . ...,..... % 11.3..... %
E IRS Center where partnership filed relum: Cincinnati
F Partner's share or lIabltlties (seD Instr.ucllons):
Nanracourse, , . . , " $ .....,..............
I Qualified nonrecoursa financing $ ...................,
Olhar , .. .... $ ...................,
G Tax shalter.reglstratlon number. ~ ..........................
H Check here If this partnership Is a publicly traded
partnarship as defined In seclion 469(k)(2). . " 0
Ohi01eck sP~lIcable boxes: (1) 0 Final K.1 (2) 0 Amended K.l
J Analysis 01 partner's capital account:
('1 Capital account .1 (bl c,pa,1 ccnllibuted Ie) P&I1ner', ,h". 01 line, (dl Withdt.w.ls,nd el) Caplt.1 account .1 end Dr
~inn;ng 0' Yel' during)'",' 3. 4. and 7. Form le65, distnbutiOfU yt., lcombl~~t column. (.)
Sc~t'du" ,..., Ulreu h Cd))
( )
(s) OI.lI1butl.o shsro 110m (b) Amaunl (c) 1040 "'0" onlor lho
. amount In column (b) on:
1 Ordinary Inceme (loss) Irem trade or busl..ss Bclivilie. 1 ~ "') } 5.. c.g.. 5 .nd 6 0' ,
2 Nellncome ~oss) Iram renlsl real eslale acllvllles 2 PIMer'. In'Il'\te1lon. for
.' 5.:t1f'dul_ K.1 (Form 1065).
3 Nellncome (loss) frem other renls! acllvllles . 3
. .~
"iii' 4 Portfolio Inceme ~as.): . ~\
III e Interest 4a $ch. e, Part I. IIno 1
~ ., ,
b Dividends, 4b 5ch. B. Pal1l1. line 5
.
., c Royallles . , 4c 5ch. E. Pat1l. line 4
E .' . . .
d Net short.term capllol gain ~ass) 4d Soh. 0, IIno 5, col. (0 or 19l
0 .
u Nellang.t"rm capilal ga:n ~ess). 4a
.5 a Soh. 0, line 13, col. (0 or 19)
f Other portfolio Incama (loss) (attach schedule) 41 , [r.lttCnl;;tQ:ltlir'CI~u"lhltn
5 Guaranleed paymenl. to partner 5 } 8M pl;_ e af PIMer'.
. . .. InSIl\lct:onl rar Schedul_ K.1
6 Nel gain (less) under secl/on 1231 (other than due 10 casually er Iheh) 6 (Fonn leSS), .
7 Othsr Income Ooss) (attach schc~.,:eJ, . . . . , , , , 7 (nIItOnIWiCJ:1.IinICI)'llututum
, '8 Chsrllablu conlribullan, (see InSlnJclion,) (attach schedule) , 8 . 5ch. A.line 15 or 16
g~ 8 Secllan 179 expensa deducllon , 9 } 5.. c.g. 7 01 C'nn..',
'CO . . .
.,:;:; 10 Deducllons rslated to pertfallo Incama (attach schedule) , , 10 InllnJct,onl tor Schedule K.'
D 11 Other deductlens Isttach sChedule': , , . . , , . 11 (Fonn lOSS).
-
c_
e2! 12a Interest expense on Investment debts. . . . . 12a Form 4952. line'
-;;;..
.. - b (1) Inve'lmenllncemelncluded en lines ~a, 4b, 4c, snd 4f abo.a bill } SH page 7 at Partner'.
>.E Instl'1.lCI'<<3ns 'or Schedule K.1
c (2)lnveslmenl exoen,a, Included on I/na 10 above . b(2) (Farm 1065).
13a Low-Income housing credit:
(1) From ,ecllon 42ij)(5) partnerships lor property ploced In ~
service belore 1990 '. , ' iili
(2) Olher than en line t3;(1) "o"p'rdpe~ P"'C;d ,~ s;rvl~e b'e,o;e 1'990 I-
(3) From see lion 42~1(5) psrtnershlp, for preperty placed In 31 Form 85S6, line 5
J:'l sarvlce oller 1989 . . . , . . . . . . , . , , . s 3
'6 (4) Other Ihan en line t3.(3) lor properly placed 10 service aher 1989 _
e b Qualified rehsbllilsllan expendilures r.lsted to renlal roal aslala ' ' .
0 acll.llles , , . , . , . . . . . . . . , . . , i
c Credils (olhsr ,Ihan credils shewn en line, 13a snd 13b) rslaled ~ ) ~~... ,_eo
10 renlal real .slalo aCllvilie.. , , . , . , . . , , , 13c InSll'1.lCtlOnl ror Schedule K.1
d Cradils relaled 10 alher renl~1 acllvllls, 13d (Fonn 1065).
14 Othor credits. 14
Fo! Paporwork Reduction Act HoUeD, see InstrucUons for Fonn 1065.
Cat. No. 1139.m
Schadule K.l (Form 1065) 1995
SCHEDULE K-1 Partner's Sh~re of Income, Credits, Deductions, etc. OMD No, ,..s.ec;o
(Form 1065) " See uparalelnslrucllon.. ~@95
.!Iep~"tolhT'...ury .
1tI1",,"a1 ~...."'W s.tW. For e.le-nd.r ~tI' 1095 or III vU, beginning .1095. and .ndlng . '0
Partnor'sldentl In number" 270-38-4658 Pnrtnershl '.Id.ntl In number" 31 0
Portner's namo, address, Dnd ZIP codo Partnership's namo, address, and ZIP code
, IHllinm Campbell Fann
~lary Evelyn IloMddelauC . p. O. Box 66
827Z Spruce Ne e ourt Ripley, Ohio 45167
COlumbus, Ohio 43235
A this partner Is a (}I genoral partnor 0 limited partner
o limited liability company member
B What type 01 entity Is this partner? " ..J.W!................
C Is this partner a ua domastic or a 0 foreign partner?
E. (II Belorl Chl"O' (lij End or
o "ter partner s percentage of: Of lttmin.hon 't,~,
Profit sharing... , . . . , ......... ~ ..J.Z('~" ~
Loss sharing . . , , . . , ...,..... ~ ...1).. ~
Ownership 01 capital , . . . ......... ~ ..1/.3.. ~
E IRS Cenler where partnershl filed return: Cincinna ti,
J Anal sls of ortner's co Ital account:
(a) Capilli Iccounl., (b) Capital contributed
beginning of YII' du~"g V'"
F Partner's share 01 liabilities (see instructions):
Nonrecoursa. . . . $ ......,..,....
Oualified nonrecourSD financing S ,...................
Other . . . . . . $ '...........,.......
Q Tax shelter reglstrallon number, " ........,.............,..,
H Check here It this partnership Is a publicly traded
partnership as definsd In section 469(k)(2), . .. 0
IDhiltheek sppllesble boxas: (1) 0 Final K.1 (2) 0 Amended K.l
eel Part".,', lhar. olin..
3. ., and 7. Form t065,
Sc~f'dul. 1.1.2
, (e) Dlstrtbutlve .hore Item
'iii'
,en
~
ClJ
E
o
u
.!:
1 Ordlnsry Income Ooss) from trade or business setlvltles
2 Net Inceme Ooss) from rentsl rssl estate acll~tlss
3 Net Income Ooss} from other' rental activities.
4 Portfolio Income Oos.):
B Interest
b Dividends, "
o Royallles , ,.
d Nel short.term capital gain Ooss)
e Nst lang.term capltel gain Ooss). '.
f Other portfolio Income Oass) (aHach schedule)
6 Quoranteed payments to partner , . .., ,',' ..
6 tiel oaln (loss) under secllon 1231 (other than due to casually or thell)
7 Other Income pass aHach schedule . . , , , , .
8 Charllable conlrlbullons lseo Inslrucllons} (aHach schedule)
9 Secllon 179 expense deduction. , , , . , , . ,
10 Deducllons related to portfolio Income (attach schedule) ,
11 Other deductions attach schedule . , . . . . . ,
,
UlIl
"c
"00
...,
C
c
.,-
e'"
-;; ~ 12a Inlerest expense on Investment debts. . . , ',' .. . ,
~ c 'b (1) Inveslmenllncome Included on lines 40, 4b, 4c, and 4f above
. c - 2 Investment ex enses Included on line 10 above
130 Low.lncome housing credil:
(1) From seellon 42(j)(5) partnerships for, pr~perty placed In
servlcebefore1990..... .',. ,", .',..
(2) Other than en line 13a(l) for properly placed In service belore 1990
(3) From section 4201(5) partnerships for property placed In
servlcaafterl969. ,', .. . . ..'. . , , , ... ..
(4) Other Ihan on line 13a(3) lor properly placed In service alter 1989
b Ousllfied rehabilitallon expenditures relaled to rental rsal eslnls
acllvllles . . . . . , , . , , . , . . , . . ,
c Credits (other thsn credits shown on lines 13a and 13b) relalnd
to renlal real eslale acllvllles. . '. ',' .'
d Crsdlts related 10 olher rental sellvllles , , , , .. .
14 Olher credils. . . . . , . , . . . . . , ,
For Paperwork ReducUon Act Notice, loo.lnstrucUons tor Fann 1005.
.....
J!I
'6
~
o
(d) Wi\tldtlwll. and
d'llnbutlClN
It. CI~lt.a1 account II end 01
YII' lccmbin, ColumN (Ij
IN h(dl)
'-
(b) Amount
Ie} 1040 nle,. enter the
amount In column (b) on:
} s.. ~'O" 5.nd 5 or
P,rtr.,.. Insttuct:cns ror
Sched\,ll, K.l (Fonn 'P65).
1
2
3
"
4a
4b
40
4d
4e
4f
5
8
7
8
9
10.
11
~
Sth. B. Part 1,IIne 1
SCh, B. Part lI,'pne 5
5ch. E, Part I. line 4
, Sth, D. line 5. col. IQ or (;1
SCh, D. line 1 a. col. (Q or (gl
[..ler I:I\J=pllc.ltl,."c:IYCl.lr rl~.M
} Sot pi;, 6 or p.rtrler's
lnstructcns rOr Schedule K.'
IFo,," 10eS). .
EM" CI' .p~llUtt.lIr..~, 1M ,,:~r.,
5th. A. line 15 ot 18
} SH p.g. 7 or P.nner's
ItIItn.ctcns 'a' Schedule K.'
IForm 1eSS). ..
Fonn 4952, line 1
} S~ pig. 7 of P.rtner's
Instr\ictlOns for Schedule K.1
IFonn 1065. .
. '
Fonn 8586, line 5
:
13e
13d
14
CII. No. 11.394f\
) SH ~O' 8 01 P,ttne,',
InstructiOns 'a, ' Schedule K.l
(Form '80S): ,"
Schodule K.llForm 1065) 1995
SCHEDULE K-1 Partner's Share of Income, Credits, Deductions, etc.
(Form 1 065) ~ See s.parato In.truc~"ns.
D~IDI.,...1'"..ury
Inl""AI P...."". S....IC. For ul.nda, ~..r 19'>5 or tu V'" b.glnnlng I tDtS. and ending . HI
Partnor'sldsnll In number ~ 28 -32-6062 Partnershlp'sldenlltylng number ~ 31
Partner's name. address. and ZIP codo . Partnership's namo, add ross, and ZIP code
~targaret Ann ~I.:Quaid ,., William C1mpbcll Fann
489 Country Club Road P. O. Ilox 66
Campllill, PA 17011 Ripley; Ohio 45167
OMU No', 1$.45-GC~9
~@95
1078813
A This partner Is a Ul general partner d limited partner
o limited liability company member
B What type of entity Is this partner? ~ ...Ind,.........,.,.,
C Is this partner a Ul domestic or a 0 foreign partner?
E. ~I S.lo'. chino' p~ End 01
D nter partner s percentage of: or terminallon ~'3'
Profit sharing, , . % ,.1/.3.. %
Loss shoring , , . , , , . .......,. % ..1/.3.. %
Ownership 0' capital . . , . ...,..... % ..1/:3.. %
E IRS Cenler where partnership filed return: Cincinnati
J Anal sls 01 artner's ca Ilal account:
F Partner's share of liabilities (see Inslru,ctlons):
Nonrecourso .' . . . . .. $ ....................
Oualilied nonrecourse ',nancing S .....,..............
Other I ., . .,.. S ,..................,
G Tax shelter registration number. ~ ..........................
H Check here II this partnership Is a publicly traded
partnership as delined in seclion 469(k)(2), . .. 0
Ohi\Y1eck opplicable boxes: (1) o Final K-l (21 o Amsndcd K-l
,
(II Clplt.llCcount II
beginning Q' V'"
(b) C.pl1al contributed
dur.ng ytar
Ic Partne,', IMr, 01 line'
3,., and 7, Form 1b65.
Sehedulf'l M.2
(el eaQI\.I1 account It end 01
year (eombitle column, f.)
, II'ItO h c:1
(d) Withdraw.ls and
di,tnbution.
(a) Olstrlbutlvs shars Itom
'(b) Amount
(c) 1040 mors ontirthe
amount In column (b) on:
} SH ".gu 5 and e 01
P,r-.l1er', lnt.lM:tiar.. ror
Schedult K.l (Fonn 1065).
"in
"
o
::!.
Gl
E
o
u
.E
Ordinary Income ~ass) Irom trade or buslnoss actlvllles
Net Income ~oss) from rental real s,:::. acllvllles
Net Income (loss) from other re',lal scllvllles .
Portfolio Income ~oss):
a Interest
b Dividends. . , , ,
c Royallles. . , , ,
d Net short.tenn capital gain (loss)
e Netlong'lenn capital gain ~oss).
I Other portlalio Income (loss) (aNach schedule)
5 Guaranteed payments to partner , , . .
6 tlet gain (loss) under seclion 1231 (olher Ihan due to casualty or Ihell)
7 Other Income loss attach schodu'e . , . , . . . ,
8 Charitablo contribulians (see Instrucllons) (aftsch schedule) .
9 Section 179 expense deducllon. , , . , . , , ,
10 Deductions related 10 portfolio Income (aNach schedule) .
11 Other de due lions attach schedule. , . . . .
1
2
3
1
2
3
4
4a
4b
40
4d
4e
41
5
6
7
8
9
10
11
.' ,
Se". e, Part I, lin, 1
5eh. e, Part II, Une 5
5ch. e, Part I, IIn. 4
Seh, 0, IIno 5, col, l~ or Is)
Seh. 0, lino 13, col, l~ or (g)
hltt clll;;bat!. 1/1, 01 ~ur rt:-~r:t
} SH "age e el P,Me",
Instrwctions 'or Schedule K.t
(Form lC6S),
[nlt'Ol'\I:eIQ~'.I:l. ClI,curlll~r.,
"
5eh. A,fine 15 or ,6
} SH ""'0' 7 of Pattner',
In.tNctlon. 'or Schedule K.'
IForm 10e.I.
,
U"
:3c
'Co
Gl.,
C
~'ti
.5 e! 12a Interest expenss on Inveslment debls , . . . . .
"J!!
g! c b (1) Investment Income Included on lines 4a, 4b, 4c, snd 4f sbove
c: - 2 Investment expenses Included on line 10 abovo
13a Low-Incomo hc:,using credit:
(1) From secllon 4201(5) partnerships 'or property placed In
, .
service belore 1990 . . . . ., .,.,..
(2) Clher Ihan on line 13a(t) for property placed In seNlce belore 1990
(3) From see lion 420)(5) partnerships lor property placed In
service eher 19B9 , . . , . , . . . . . . . , .
(41 Olher tnan on line 13a(3) lor property placed In smlce aller 19B9
b Qualified rehabilitation e~penditurcs related to. rental real estate
activities . . . . . , , . . , , , .
c Credits (other lnan credits shown on lines 1301 and 13b) related
to rental real estate activities, . . .
d Credils related to other ronlal ocUviUes . . , .
14 Other crodils . , . , . . . . . . . . .
For PaperNork Reducllon Act NotlcD, seo lnstroc.llons for Form 1065,
Form 4952, line 1
} 5.. p.lQ' 7 01 P'Mer's
In,truChon. for Sctledut, K.1
(Form tC651.
Form 8586, line 5
J!I
'6
e
u
] S... pagt 8 01 Partner',
lnstn:c:tlons 'or SChedl.JI, K.t
(Form lCO.),
5chsdulo K.' (Fonn 1065)1995
ell. No. 1139"R
Scnedul. K.1 (Fonn 1065111i1U
P'g, 2
(0) Dl,lnbuUvo .ha.. Itom :
(b) Amount
.
/ ..., l~q )
I
(e) 1040 nro.. ont..tho
amount In column (b) on:
Sch. SE,Soctlon A Ot 8
} 6ee pIO. e of Plrtn,,',
Inltn.lc;tion. for Schedul. K.I
(Form 106$).
ei
*~
~'a
150 Nst .arnlng. ~oss) Irom sell'.mploy",ent. ,1Se
b Gro.. lorm1ng or n.hlng Incam., ; . ,1Sb
c Gross nonfarm Income. 150
180 Depreclallon odjuslment on prap.rty plsced In se",lce siler 1988 180
b Adjust.d goln or loss . " '. " " 18b
e Doplellan (olher Ihan 011 and gss) ,. 18e
d (1) Gro.. Incom. Iro'l1 011, gas, and geothermal properlles d(1)
(2) Deducllons .lIocobl. 10 oil, gss, ond geolhermsl propsrllss dl2
· Other sdjustmsnts .nd lax pralerencs Item. (a/lach sched.u/~ lOe
17. Typs of Incems ~ ....,..,...............,..,..............,....... ~ Ferm 1118. chock be.e.
b Name of lorelgn counlry or U,S. pessesslon ~ ................. ~ )
c Total gross Incems from sources outsldslhe United Slot as (a/lach ~ Form 1118. Pa" I
schedule). . . . .... 'f, 17c
d Totsl sppllcabls d.ductlons snd 10.... (s/lsch schedule). 17d
· Tolsl larelgn laxss (chsck one): ~ OPald OAccrued. 170 Form 1118, Pa" II
I Reduction In taxes avallabls lor credll (sttach schedule) . , 171 Form 1118. Part III
a Other lorelgn lax Inlarmsllen (attach scheduleJ, . .. . ~ "'lnolnlclio'lS lOt Fonn 1118,
18 Secllon S9(s)(2) .xpenditures:. Type ~ ....,.........:'.....:.... ~ } ~~.e:3~:r~p~~I.K.,
b Amount . .... 1Ub (Form 1065).
19 Tax.exempt Interest Income. '. . . . ... 19 Form 1040, line 8b
20 Other'tax.exsmpt Incom..., " .. 20 )
21 N d d tlbl 21 s.. p'O. 9 01 PI1'tt'Itr'.
on e ue 8 expenses . ...... In.~ctionl fa, SChedur, K.1
22 Dlstribullons 01 monsy (cash end msrkslabls seeurilles) " 22 (l'orm '081).
23 Distributions of properly olherthan money ., . 1123 , .
24 Recaplure 01 law.lncome heuslng crsdlt:
8 From secllon 42ID(S) partne..hlp. . ...: 24e } Ferm 8~", nne 8
bOther thsn on !,ns 24a, . . . ,I 24b ! ,
25 Supplamentsllnlormsllon required, to be r~parled separa,taly to each parlner (attach addilional schedules If more spsc~ Is
needed): , . " ' ", ,
~j
il ~
u ~
E u
ij-
~.E
See pig" e .nd g of
P.rtn.'" Inltruction.
ro, Schtdul. K.1
(Form IC~land
In.lJ\;ction. for Form e251.
Xl
..
r:.
c
tn
'e!
If
..
..
:5
o
.............................................................................................................................................
.....................................;.. .............................................. ~.... ~....................................................
...........................................................................................................................................
c
o
:=
10
E
s
.5
............................!.............................................................................................................
......................... 0.0.....'.:.............. ~............,...............:.................. ~..............."........................
..................,......................................... ~................ ~........................ .,:'....................................
19
c
..
E
..
a.
D.
"
CIl
. . . . . .
............................................................ .................................... ~................ J..........................
. ,
...............................................................:.............................................................,..............
..........................................................................................................................................
.....................................................:.....................................................................................
..........................................................................................................................................
............... ................ .......... ..:.... ............ ... .... .......... ...... .... ........ .... .... ........ ....... ... ........ ...~. .....
................................................................................................ ~.................... ........... ..........
, ,
................................. ..........;,...... ~""""""""""....................,:.......... ~. ....................................1
,
R(V. UIO (.. 11.811
.
SCHEDULE G
TRANSFERS
(OMMOUWfAlIH Of Pftm~YlV,At~'A
INHUIfANCI lAX RnUJlN
.11IDINt DICIDINt
PlCASC PRIN! OR IYPC
ESTATE OF McQUAID, MARGARET ANN a/k/tl
McQUAID, MARGARET ANNE: McQUAID, ANNE:
McQUAID, ANN
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
.
ITEM I OESCRIPIION Of PROPERTY EXClUSION lOIAl VALUE DE.~O g?~II~~~t~V,ES
NUMBER Inc/ud. nam, o',h. 'lOftt'''''', ,t.." './IJ.I,pIt~h;p 10 rlf'fPdf'"t. QOI. o'f",n,'., ot ASSET INT. INURl!.'
1.1
I
FILE NUMBER
21-95-0964
Mas land & Barrick, Inc.
No. ATG-550272
Beneficiary: Ronald J.
- IRA Account
McQuaid,
husband
Date of death value
$ 8,751.10
r TO.T,*-~. '~ho'~nl~r ~_~_li~_'_?.~'c_~p;!~.lol.IClft.~_ S 8,751.10
(II mar. ,pac, i, n"d.d, inu"tadc/ltional '~'lIh a/lom. liz..),
SCHEDULE H
~'@:~l\ FUNERAL EXPENSES,
CO,"",ON"'''";;H o;';'NNmVAN" ADMINISTRATIVE COSTS AND
'NHIl".NCI "X "'URN MISCELLANEOUS EXPENSES
alllCINf DICIDIHT
STATE OF McQUMD, Ml\RGI\RE:!' ANN a/k/a
MdJUA1D, Ml\RGI\RE:!' ANNE: MdJUA1D, ANNE: McQUAID, ANN
II"UIIII_I,UI
ITEM
NUMBER
Plla.1 Print or T I
FILE N MBER
21-95-0964
DESCRIPTION
AMOUNT
1.
A. Funaral Explns...
Myers-Harner Funeral Home, Inc. - funeral expenses
3,643.00
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Admlnlstrallvl Cash.
Personal Repr,,"nlatlvo Cammlulan.
Sodal Socurlty Number 01 Perianal Ropresentatlvo.
Voor Commluions paid
Attorney Fe.. _ Johnson, Duffie, Stewart & Weidner
B,OOO.OO
Family Exomptlan
Clolmon' Ronald J. McQuaid
Rololion.hlp
Husband
Addre.. 01 Clalinont et decedent'. dooth
Stroe' Addrou 4B9 Country Club Road
City Camp Hill 51010 PA Zip Co do
3,500.00
17011
Probalo Fo.. - Register of Wills - Probate & Short Certificates
97.00
Mlscellanlaus Expens...
Cumberland Law Journal - advertise letters
60.00
67.30
57.50
25.00
The Patriot-News Co, - advertise letters
Register of Wills - exemplified copies - Ohio
Register of Wills - file Inventory & Inheritance Tax Return
David E. Cropper - real estate appraisal - William Campbell
Fam
Brown County Probate Court - court costs - ancillary
Administration - Brown County. Ohio
Reserve for close-out costs
100.00
131. 00
50.00
TOTAL (Alia onlor on IIno 9, Recopltulallon)
S 15,730.BO
(II mare spacI Is noodld, lnnrt additional shoo's of saml slzl.)
REV.1649 EX. (8<9')
'*'
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
c;o~nlornM<a'l1.\'At4A
MDlTANCITAI un......
....,""..."".,..
ESTATF-OF McQuaid, Margaret Ann a/k/a f'U.Numbcr
McQuaid, Margaret Anne: McQuaid, Anne: 21-95-0964
McQuaid, Ann
PART A: Enter the descriplion and value or.lI interests. both LU.1blc and non-wahle, rCludlns of local ion. (nd o(dcdu"ions)
...hich pUlIO the d<<NtnI'.IUMVlnlI use by will. inttstacy. op"J.tion ofl.1.w, or olhcrwise.
Description of items ,\mount
I Schedule E - Autanobiles & Jewelry
(Second Section - Paragraph A - decedent's Will) $ 36,160,00
2. Schedule G - IRA Account
Ronald J. McQuaid, Husband, beneficiary
6,751.10
3. Residue - Section Fourth of decedent's Will
(Calculation attached)
211,423.26
Part A Total: Enlctlhc amount shown oathe rccapiwlllion lheftinthe Otctdcnt In.fonnatlon ~dlon. 258 334.36
Election To Subject Property To Tax Uader Section 21l3(A) As A Taxable Transfer By This Decedent.
If a trust or similar atnnlcmcnt meets the nquiremcnu of SKtion 2113(A). and:
a.. The trust or similar arnn&cmcnl is listed on Sdu:dulc 0, and
b. The value of the tl\1.I:l or similar unnccmcnt is mltftd in whole or in part u an asset on Schtdutc O.
then the lranSfcrots penonAI rcprescnwivc may specifically i&nlUy the \lUst (aU or a fi<u:tional portion or pacmugc) to be indudN in the election to have
luch truJt or similar propctty trcued u a u.uble ttaNfer in this !!:$Ute. If less \lw1the entue value of the Wit or similar property is included. as a
Lluble lnNfer on Sl:hedulc O.thc pcnon.J.l rqncs.rnl.J.livc sh.J.1I be considered 10 huc R\.J.de the cl~1ion oNy u 10 I fr.u:tion of the IlUSt or limil.J.t Unnlemmt.
Th. numcraJOC' oflhis fiution is cquallo thc .J.Itlounl ofthc Wit or similu am.n&tmmI tncludtd as I t.uable asset on S~htWle O. The denominator is cqtuJ
to the loUl value of the 1tUJ% Of dmilu IJ'TJl1gcmmL
ELECTION: Do,oU elect unclrrSKdon 1113(.\) to tr,.t ... a tauble tramrerln t.hJJ nLate all ora portion oralnut or IImUararn.nlemcnt
c:ruUd for the sole U.H oflhlt decedent', turvtvlnl lpoUH dUMllhe tW"VlvlnllpoUU" enUre llteltmc7
YES D:'tO 0 Slcnaturr DaCe
Noll!: Jrthr election appU" to more than one tfUll or tlmUar arf2l1lement. then a separate fonn must be' timed and med..
Part B: Enter the d.csaiption and value of all interests, both bnble and non.UJUble. rCllldless of loc.2lion. (nct of deductions)
whh:h as.s to the decedent', lurvi\ling spouse for ""hi~h a SC'CIilH1 2113 (A) cltaion is being m2de.
Descri ticR of hems ,.\mount
I
Part B ToUI
. . I .
Schedule 0 - CJ\LCULI\TIGlS
Estate of: McQuaid, Margaret linn a/k/a
McQuaid, Margaret Annel McQuaid, Anne:
McQua id, linn
21-95-0964
Estate of Nellie Martin
Stocks & Bonds
One-third interest in William
Campbell Fann Partnership
$ 83,725.16
18,428.90
Residue:
Schedule H - Deductions
125,000.00
$227,154.06
(15,730.80)
Residue
$211.423.26
. .
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
55:
RnnH 1 rl .1. Mr.Ourd n
b.lng duly swom .ccordlng 10 I.w, do po... .nd ..y. th.t ho is Executor
of Iho e.hlo of Marodrpl' Ann McQuaid
lat. of Bo~l!9!! of. ~d1np_!~~,~!, .___ , Cumberl.nd Counly, Pa., d.c....d and that tho
within Is an Inv.ntory mado by Ronald J. McQuaid , tho ..Id Executor
of tho entire estal. of ..Id d.cedent, con.Isting of .11 the po"on.1 prop.rty and roal OItat., oxcopt real OIt.tO ouhld.
the Commonwealth or Penn.ylvanla, and Ihat the figure. oppo.ite each It.m of the Inv.ntery "prOlsnt It'. f.lr valu.
o. of tho date of dace dent'. dealh.
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96
(t.,JJ~.M<~
eUCll'or . Adminhlr.tor
Ronald J. McQuaid, Executor
489 Country Cluh Road
~ .
DIANNE lENIG, Nolary lti 'c ::.
lcmoyno Borough Cumberland Co.
My Commission Elpircs Dec, 21.1007
Camp Hill, PA 17011
Acid,...
0.10 or Death
15th
DIY
AUQUst
Month
1995
VUt
INSTRUCTIONS
I. An Invontory must bo llIed within three month. aflsr appointmont ef p.rsono' "p..sentativo.
2. A .upplom.nt invsntory must bo filed within thirty day. of di.cov.ry of .dditional a"oh.
3. Additional .h.oh may b. attach.d .. to personalty or rs.lty
4. Se. Arllclo IV, Fiduciaries Act of 1949.
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Register of Wills Office
cumberland countycoUrU10USe
1 courthouse square
I'I~()M
JOHNSON, DUFFIE. STEWART & WEIDNER
Attorneys et \.aw
P.O. Bo)( 109
LEMO'fNE. PA 17043
TO
carlisle, PA 17013-3387
D,\'rE: 10/18/96
SUDlECT: Estate of Margaret }\On Md;lUaid 21_95-0964
fOLO +
please forward twO (2) short certificates to this office for the abOve-
captioned Estate. A check in the C'IllOunt of $6.00 is enclosed,
Thank you.
PLEASE REPLY 10
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SIGNED
Horace A. Johnson
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COHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c--
BUREAU OF INDIVIDUAL TAMES
JHttERITAHCE 'AX DIVISION
DEPI. 18D601
IWtAISlURC, PA 11ue'0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
02-17-97
MCQUAID
08-15-95
21 95-0964
CUMBERLAND
101
HORACE A JOHNSON
301 HARKET ST
PO BOX 109
LEMOYNE
ESQ
PA 17043
Aftount R..ltt.d
*'
...."u.. &I, III.'"
MARGARET
A
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iv=is'4-j-EX-AFii-nZ:96Y-iioi"icE--OF-YNHEiiifANCE-i"AX-APjiRAisEHEii'r;-ALt'oiiANCE-O-lim---m-----m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HCQUAID MARGARET A FILE NO. 21 95-0964 ACN 101 DATE 02-17-97
APPROVED DEDUCTIONS AND EXEHPTIONS:
15,730.80
9. Funeral Exp~.../Aa.. COltl/HiIC. Expan... (Schadule H) (9)
10. Debt./Hortgaga Uabiliti../Llana (Schadul. 1) 110) .00
11. Total Daduction. (11)
12. Hat Value of Tax Raturn (12)
15. Charltable/GoYlrn.ental a.qua.t. (Schadul. J) (13)
14. Nat Value of E.t.t. Subject to Tax (14.
NOTE: If an aBsessment was issuad previously, lines 14, lS and/or 16, 17 and 18
reflect figures that include the total of ahh returns assessed to date.
ASSESSHENT OF TAX:
15. ~t of lIn. 14 .t Spou..l ..1. 1151 258,334.36 M .00.
16. Aaount of LIne 14 taxable at Lln..I/CI... A rat. (16) .00 X .06=
17. haunt of Una 14 taxable at Collat.raI/CI." 8 rat. (17) . 00 X .15.
18. Prinoipal Tax Due (18)
TAX CREDITS:
PAYHEHT
DATE
TAM RETURN WAS. (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Eat.ta (Schadul. A)
2. stock. and Bond. (Sch.dule B)
5. Clo.aly Hald Stock/Partnarship Inter..t (Schedul. C)
4. Hortg.ga./Nota. Rac.ivabl. (Schedula 0)
5. C.ahlBank Dapo.its/Hiac. Paraonal Prop.rt~ (Schedul. E)
,. Jointly Owned Property (Schedule f)
7. Tranafara CSchedula 0)
a. Total A..et.
RECEIPT
NUHBER
DISCOUNT 1+ I
INTEREST (-I
I CHANGED
(11
(21
131
141
(51
(61
(71
,00
18.428,90
125.000,00
.00
121.885.16
.00
8.751.10
(el
NOTE I To inaur. proper
credit to your account,
aub.it tha upper portion
of thia for. with your
tax payaent.
274,065,16
1 ~. 73n Rn
258,334,36
,00
258,334.36
will
,00
.00
.00
,00
.00
.00
.00
,00
. IF PAID AFTER DAlE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS TNAN '1, NO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY eE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
N
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RESERVATIONI E...t.. of decedent. dvlne on or b.for. D.c..c.r 12, 19" .. .f en_ future Int.,..t In the I.l.t. 1. t,en".rr.d
In pa.....lon or ."Jornnt to CI... I (cathl....U beneficlarl.. 0' the dac.dent .ft... the ..plt.Bon of ..,y ,,'at. for
llf. Dr for y..rt, the t~.lth her.by .wpr...b nl.,...... thli right to appr.h, .-wi ...... 'rM.h, Inhllrlt~. T....
.t the lawful eh.. . (coUat.raU t.t. on .,y such future lnt.rut.
.......,.. OF
NOTletl To 'ulfUl the r~lr.""" af Section 2.40 of tM lriMlrltlMC' 8nd E,t,t, Tax Act, Act lZ of 1991. 12 P.I.
Section 2140.
PAVttEHT, Detach thli top portion of this Notlc. and ,ue.1t ..lth your PlY"'" to the Regia..,. of Willi printed on the rev.,... dd..
--Hek. cMck or RneY orct.r p.y~l. tal REOISTER OF HILLS, ADENT
All p'v-ent. ...calved ah.!1 flr.t be BPPll.d to any Int.r..t which ..y be ~ wlth MY r...lnd.r BPPlled to the tax.
REf1.ICD (CR)I A r.fund of . t.1I cr~lt, .....Ich .... not raqu..t.d on the T.. R.turn, .._ be reque.ted b_ cHPI.Ung ." -Appllutlon
for R.fund of Penn.ylvlnl. [nhlrltene. end E.t.t. T'II- (REV-ISIS). Appllc.tlon. .r. .v.llabl. at the Offlc.
of the R.gI.t.r of Will., ."y of the IS R.venue DI.trlct Offlc.., or br c.lllng the .peel.1 24-hour
en.werlng ..rvlc. nueber. far fot.. otd.rlng! In Penn'vlvlnl. l-100-S6Z-Z050, out.lda Penn.rlvenla end
"Ithln local "-ttl&burg araa (717) 781-1094, TDD' (717) 77Z-U52 CH..tlng repaired Onh).
DIJECTlOHS, An_ party In Inhr..t not ..thfted tdth ... eppr.h....,t, aUDtolenca or dl"UDMenca of deduction., or ........"t
of tax (Including dl.count or Int.r..t) .. shawn on thl. Hotlca .u.t ObJact ..Ithln .llIt_ (60) d.yt of r.c.lpt of
thh Notlc. b_1
.-..rltten ptot..t to the PA Depart...,t of R.v.nu., BOllrd of Appalllt, Oapt. laIDII, H.rrlsburg, PA 17UI-1OII, OR
--alactlon to hav. the ..tt.r etat.ralned .t audit of thll KCount of the perton.1 r.pra.....t.tlva, OR
uappe.1 to the Orphan.' Court.
AllI"N
ISTAAUVE
CORRECUDHSI
Factual .rror. dl.cov.r.d on thl. ........nt lhould b. addra..ed In ..rltlng tal PA D.p.rt...,t of R.venue,
Bur...... of Individual Tallll, ATTNI po.t A......."t Revl... Unit, Dept. 210601, tt.rthburg, PA nUa-0611
Phone (717) 781-6505, S.. peg. 5 of the bookht -In.tructlon. for Inherltanca ... R.turn for II R..ld..,t
Decedent.. (REY-150lJ for." aIlPI.".tlon of echllnhtratlv.h corr.ctabl. atrorl.
If MY t'll due It p.ld within thr.. (]) calendar IIOI'Ithl aft.r the d.udent.. daath, . flv. ~rc."t U:O dltcount of
the t.. paid 11 Illowed.
DISCOUNT I
PENAL TVI
,he 15% tu ~.h non-p.rtlclp.tlon penalty It coaputad on the tohl of the ta. Dnd Intera.t ......ad, end not
p.ld bafor. Januat_ II, 1996, the flr.t d._ .ft.r thll and of the t.. eane.ty parlod. Thl. non-p.rtlclpltlon
panelty h appaalebl. In the .... a~r Bnd In the thl .__ tI.. parlod .. you would appaal the tax Met Int.r..t
that hat bean ......~ a. Indlc.tad on thlt notice.
INTEREST I
lnt.r..t h charged baglMl1t1I ..Ith flr.t d.y of d.lInquency, or nine (9) IIOOth. end one (1) da_ fra ttM d... of
de.th, to the d.ta of ply.."t. Tau. which bee... delinquent bafor. January 1, 1911 b..r Intlr..t .t the r.ta of
.Ix (6~) percent ~r ~ calcul.ted .t a d.lly rat. of .0001'4. All t.Il.. which bee... d.llnquent on ~ .ft.r
January 1, 191Z will be.r Int.r..t .t . rat. which ..III v.ty froe c.lend.r y..r to c.lender ya.r with th.t r.t.
announced br the PA o.p.rt.."t of R.venu.. ThI appllcebl. Int.r..t rata. for l,a2 through )997 .r'l
~ lnt.r..t Rata Oal1., Intarut Factor ~ )nt.r..t Rat. Dally Inter..t F.ctar
1912 tax .000541 da7 OX ,OO02U
19U I'X .0004~ 19aa-)991 IlX .000101
1914 IlX .000101 1992 OX .OOOZ47
1915 lOX .OOO1Wt 1995-19M 7X .000192
1... lOX .000274 1995-1997 OX .ooazu
uJntar..t II c.lcul.tact .. folll*.'
INTEREST a BALANtE OF TAX UNPAID X HUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice I..ued aftlt thl t.. becOMlI dallnquent ..III reflect M Intlr..t calcuhtlon to flf"en ClU d.n
bayond the data of ttM .........,t. If pa~t h .ode .fhr the Intar..t co~t.tlon d.t. shown on the
Notlc., additional Int.r..t au.t be c.)cul.ted.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~'AIlGAIlE'l' ANN ~lcQUAJIJ a/k/a ~'AIlGAIlE'l' ANNE McQUAID
a/K/a nNN~ McYUAID a/K/a ANN McQUAID
Date of Death: Auqust 15, ]995
will No.
Admin. No.
0964
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No x.
* Executor is also the surviving spouse & sole beneficiary.
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attach to his report.
Date: ~/Jflf?
I
S'
':",
e A. Johnson
Please type or print)
Jo n on, Duffie, Stewart & Weidner
3 larket St., P. o. I30x 109
Address Lemoyne, PA 11043-0109
Yo'
'"
I
(717) 761-4540
Tel. No.
.1
,
,
1,;-=".
Capacity:
Personal Representative
Counsel for personal
representative
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(MAH: rmf/ AM3)