HomeMy WebLinkAbout96-00017
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RIV-1547 IX AFP (12-951*,
C~ALTH Of PENNSYLVANIA
[J[PAATttVCT OF Rf:YOIJ(
IlItUU Off INDIVIDUAL TUU
D[PT. U06D 1
HARRIIIURO, PA 17121-D'01
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ACN 101
DATI 04-08-96
DATI OF DEATH 04-15-95
FILE NO.
COUNTY
CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TD YOUR ACCOUlT, SUBIlIT THE UPPER I'ORTIDll OF THIS FORll WITH YOUR TAX
PA~ENT TO THE REGISTER OF WILLS. KAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
RONALD E JOHNSON ESQ
78 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
_t R_lttltd
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEY:is4TE'if""Fji"nF9sY-NoYIcE--oniiHEii'ITANcE-YA'x-ApjiRA'IsEiiENT-;-"Li."OMANCE-ij'ri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF HUFF MABEL M FILE NO. 21 96-0017 ACN 101 DATE 04-08-96
TAX RET1JRlI WAS, I X I ACCEI'TED AS FILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. ISchedul. Al 111
2. Stock. ond Bond. ISchedul. BI 121
S. Clo..ly Hold Stock/P.rtnorohlp Intoreat IScheduI. CI ISI
4. Kortg8Ol.lNoto. Rocolvoblo IScheduI. DI 141
5, CoohlBonk Dopo.lt.,"l.o. Por.anal Property ISchedulo EI 151
6. Jointly Owned Property IScheduI. FI 161
7. Tronafor. ISchedulo GI 171
a. Tot.1 A...ta
,00
.00
.00
.00
1.243.08
.00
.00
lal
1,243.08
APPROVED DEDUCTIONS AND EXEMPTIONS I
,. Funar.1 EKPOR.../Ado, Co.t.,"l.o. EKPOR'o, IScheduI. HI 1'1
10. DobtalNortgooo Llobllltl../Llona ISchodulo II 1101
11. Tot.1 Doductlona.
12. Hot Voluo of Tox Rotum
IS. cn.rltoblo/Go..rnoont.1 Boquo.t. ISchodulo JI
14. llot Voluo of Eat.to SUbject to Tox
315,00
.00
1111
1121
IlSI
1141
~11i no
928.08
.00
928.08
If an assas..ent was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to data.
ASSESSMENT OF TAX:
15. Aoount of Llno 14 .t Spou..1 r.t. 1151
16, Aoount of Llno 14 toxoblo .t Llno.I/CI.aa A r.t. 1161
17. Aoount of Llno 14 t..obl. .t CoII.t.rol/CI... B rot. 1171
lB. Prlnolp.1 Tox Duo
TAX CREDITS:
PAYHENT
DATE
01-11-96
NOTE I
.OOX,OO.
.00 X,06.
928.08 X .1S.
llal
.00
.00
139.21
139.21
RECEIPT
NUIlBER
AA082489
DISCOUlT 1+1
INTEREST C-I
.00
AHOUNT PAID
139.21
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
139,21
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDll OF ADDITIONAL INTEREST.
IF TDTAL OUE IS LESS THAN .1, NO PAYMENT IS REQUIRED,
IF TOTAL OUE IS REFLECTED AS A "CREDIT" CCRI, YOU HAY II OUI
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,I
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R[SllVAfJONI E,t,t.. of decedent' dylnt on Dr before Dec.-ber II, 1911 .. If ~ future In,.,..t In the ..'st. I, tren.,.rr~
In po.....lon or ~Jo,.ent to Cl,.. . (call,t",l) '-ne,I,I.,I.. af the decadent .ft,r the Ikplr.tlon of ~ ..t.t. for
II'. or for v..r., the C~.lth her~ Ixpr...., retetV8. the right to .",..... ~ ...... tr~.fer rnherlt~. ,....
It the I_Jut ct... . (cOU,t'tIU t.t. on MY IUCfI rwturl Int.,...t.
~llI'
MOnCEI '0 fulfUl the ,...,.r..-nh of Sectlon 1140 of U. ~lbncli ... E.t.t, Tax Act, Act ZZ of 1"1. 7Z P.S.
IeaUon U40.
PA'tMDfT. DetllClh the top portion of thlt HoUel Md ~lt ..111I .... ,.,..t to the _..I,t" 0' WUla printed on the rift'" ,Ide.
....... check or ...., order pQebll tal REGIlTEa.. lILLI, &GEIfT
All ~t. rec8l'111d 1IM11 flnt be .,,11ee1 to .", .n.....t tlhlch .., be due with 1M ,._1"" ...lIed to u. to.
mum CCR). A r,f\ftI of . bllC credit, which .... not ,.~It... on the Tax .,tum, MY tM ,.....ted b, cOllPllt1ng M '"AppUCIUon
'or R,fund of PennIY1~1. rnhl,.lt~ ... E.t.t. ,... (REV-ISIS). "'llcatlon. .r. .v.ll~l. .t the Office
af the R..lst.r of WUh. WIY of the Zl Revenue aldrkt OffICH, .. Q ceUlng thl! specl.1 Zit-hour
~~rl", ..rvlc. ~r. 'Dr for.. orderlngl In .....,1v.n1. 1-"'-36Z-Z'S'. out.lde Pennwwlv.nl. ~
Mlthln 10081 ~rlabur. .r.. (717) 7.7-1094. TDDI (717) 77Z-ZZSZ (Hter~ 1.,.lred anlv).
OIJ(CTJDNlI Anr party In Inttr..t not "thfl.t Mlth the ...,..1-.t. .U--.ce Of' dlAUOdnU 0' deduction.. or .....~t
of lIx Clncludlng dltcDlllt or Inttr..t) .. IhcMI _ 11II1. MDtlce ...t abject Mlthln .lxty (60) dQ. af recel,t af
thl, Notlc. byl
--Mrltt~ ,rot..t to the PA DIP.rt-.nt of Aevenus. ~ .f ~I.. Dept. ZIIIZI. Herrllbur.. PA 17121-1.ZI, 01
--.INtlon ta ........ tM ..U.r dlt.r.lned .t MMllt .. .... ......t of the perlDMI r.r......t.UVtl. 01
........1 ta the Orphan.' Court.
ADllIM
IlmllVl
~elllllll,
hOMI .rrors dllCOVtlred on thlt .........,t Ihould .. addrened In wrIting tal PA _.r...,t of RWWIUD.
aur.eu of Individual T..... ATTNI po.t A....seent ...1.. unit. Dept. Z"'II. ",rrllburg. PA 17IZI-"'1
Phone (717) 7'7"61OS. 1M ,... S of the bookl.t -wtrucUon. for lmerlbnca Tax A.tum far . R.I1..,t
OM.....t- (REV..nOl) far_." ..phnoUon of "lnhtI'Ml"l, car....bbl. or"r..
I.IOIlII,
If MY tax duo It 'lid Mlthln thr.. (3) c.1..-r ...th. .ft... the _.....t.. dnth. . flvl perc..,t (5%) dltcClQtt of
the tax paid I. .U......
Intor..t I. cMrgld bellnnlftl Mlth first dev of .11~. or nlM C,) ~th. ~ Dr'MI (1) day fr. tM lilt. of
deIIth. to the .t. of ,.~t. Tu.. MIlIch ~ .U~t before Jwuaty 1. I9IZ bear Int.r..t .t tho rat. of
.1. (U) ,erc."t ,er ..... c.lcul.t.t at . daUv ....... ....lM. AU tax.. MIlich bee.. dIIllhCll*'t on ~ .ft.r
~rv 1. 1"2 Mill beDr Int.r..t .t . r.t. Mhlch .111 Vtlrv f~ calendar veer to calendar year Mlth thet rete
~Id bV the PA o..rt-.nt 0' Rev""". The ...l1cml. lnt.,...t r.t.. for I'll through 1'" .r'l
DIIaIlIfl.
'!!!! Intlr..t Aat. Dally Int.r..t Faator ~ Int.nd R.t. Dallv Int.r..t Faator
19&Z lOX .000541 1.17 9X .GOOZ47
INS IU .OOO'SA l'U-l"l IIX .1OI1n
I'" IIX .IODJIl 1"2 'X .GOOl'"
I9IS IU .0ODSS6 I"S'I'" n .00n9Z
I'" lOX .OOOl71t 1995'1'" 9X .010247
--Inter..t I_ c.leulatld .. '011011..
llITEllE8T . BALANCE OF TAlC UIlPAIO X IfUIlIEII Of' OAYS OELJIIQVEIn' X DAILY llITEllE8T FACTOR
--Any Notle. l..uId .fter the tax ~. dlll,...,.t Mill reflect., lnt.r..t calcul.t1on to flft.... nS) days
beyond thl! dIIt. 0' thl! .........,t. If ,.,..,t I'... ..tar u. Intar..t CDIPUt.Uon ct.t. Ihowl on ttJI
MoUca. IIddltlCll\llI Inter..t ...t be calcul.tld.
.
lEY.1500 IX. 17.qAI
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wOo"
:0:09
.......
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/S-'7G1- J2--
FOR DATES OF DIATH AnlR 12/31/91 CHICK HIRI
IF A SPOUSAL
POVERTY CRlDIT IS CLAIMID 0
FlU NUMIIR
21
'*
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
YEAR
96
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COMMONWEALTH 0' '[NN~Y1VANIA
DE'AIlMENT or l!Y[NUf
DEPT. 2.0601
HAUIUUIG, 'A 17121-C601
ole. DINT" HAMll\AU, 'Iut, AND ""DOl! INUlAll
Huff, Mabel H.
$OClAl $ICUII1't' NUMIU
DATI Of IllTH
DlctOfNT'$ COM'lIU ...OOIU$
Sarah Todd Hemorial 1I0me
1000 W. South Street, Carlisle, PA
c~., Cumberland 17013
AMOUNT I(C(IV(O IU! INstluCtIONS)
COUNTY COOE
DAIl Of Of AT"
4/15/95
9/13/09
181-05-2612
P' 1o"lIC",IUllut'll'f'INC) lPOVU" 1'110/11 """."''' 101'10 .IOO\IINI1IAtl
N/A
~ 1. O,lginol R.lurn
o A. limited ellal.
03,
05.
....Qe,
o 2. Supplemental R.lu,n
oAa,
o 7,
R.mainder R.lu,n
(for dot.. a. d.ath prio, 10 12.13.821
F.d.ral Ellal. Toll. A,turn Required
T 0101 Numb., of Soft O,pollt 80...
~6,
Dec.denl Died T..tot.
(Allach copy 01 WillI
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Esquire
Street
17013
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1. Real EIlale (Schedule AI (I)
2. Slack. and Band. (Schedule B) (2 I
3. Cla.ely Held Slack/Parlne"hip Int..." (Schedule C) (3 I
A. Marleage. and Nole. Receivable (Schedule 0) I A I
5. Cash, Bank O.po.ill & Miscellaneous Personal Property {5 I
(Schedule EI
6, Jointly Owned Property (Schedule F) (61
7. Tran"e" (Schedule GI(Schedule II (7)
8. Tolal GrolS Auets (Iolallint. 1-7)
9. Funeral Expense., Administrative COlts, Milcellaneoul 19)
Ea,.n... (Schedule H)
10. D.bu, Mortgage liobilililS. Uens (Schedule 1) (10)
11. Tolal Oedudion. (IDlallin.. 9 & 10)
12. Nt' Value of Ellalt (lint 8 minus line 11)
13. Charitable and Governmental OequII" (Schedule JI
lA. N.t Value Subject to Tox Illn. 12 minu.line 131
15. Spousal Transfen (for dollS of death oh., 6.30.9")
S.. In,'rudians for Ar,plicoble Percentage on Rlyen. (15)
Sid.. (Include valulS rom Schedule K or Schedule M.l
16. Amount of lint 14 loxobl. 01 6% rol. (16)
(Include value. from Schedule K or Sch.dule M.)
17. Amavnl 01 line 14 la,able 01 15% role (17)
(Includ. value. from Sch.dul. K or Schedule M.)
18. Principal to.. due (Add tax from lin.. 15, 16 and 17.)
19. Ct.dill Spou.ol Pov.rty Credit Prior Poymenll
+ +
20. If lIn. 19 i. gr.ot.r than Un. 18. .nt.r the diKer.nce on lint 20. Thi. i.th. OVERPAYMENT.
aD
21. If Un. 181. gr.al.r than lIn. 19. .nter Ih. diKerence on lint 21. Thl. i. Ih. TAX DUE.
A. Enter Ih. int.r..t on the balance due on lint 21 A.
B. Ent.r Ih. lotol of lint 21 and 21A on line 218. Thil i. the BALANCE DUE.
Male. Ch.cle Payabl. to: R.gi.t.r of Willi, Ag.nt
139.21
(211 ____'.__oo_'______'___
(21 AI. _., ____,_
(21B) __._139.2L_____,,____,_
1,243.08
(el -L,243.08
315.00
928.08
(111 315... 00
(12) 928.08
(13) -D-
IU) 928.08
X._II
X .06 II
x .15 II 139.21
----,
(Ie) 139,2.1
(lq)
(20)
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Check here ., you ore requesting a fefund of your overpayment.
:","t~~:. . ,~l: :,'BE<SURE O'ANSWERALL QUESTIONS:ON..MRSE:S1DE'AND TO ECHECK MATH ' ,.",." >'[o;"J'{,
Under p.nolti.. of P:'rlury. I dedor. thai I hove .xamined ,hi. r.turn, including accompanying ,cfledul.. and tlol.menu, ond to th. be't a' my .nowl.dge and b.Il.t.
It i. 'ru.. corr.d and complet.. I d.c1ore thot 011 reol ..tofe ha. bun report.d 01 true marb' volue. O.c1aration of pr.par.r oth.r thon th. p.nonal '.pltl.nloll.... II
baled on 011 information of which preparer hOI any ~nowledge.
SI 1l0f'IUONlUro ,lEfOlflllNGUfUIN ADOIUS 1 Tee Jay Drive, Mt. Holly SpringR, jJ^ ,. D"'lI-~---I/IO/.J(J
.00.." 78 W. Pomfret St., Carlisle, I'^ ~~OIJ' o,i,-n-iTiil/9r;--'--
...
I.VIlIII" P'"
ITEM
NUMBER
A,
B.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
..
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMOHwrAltH Of rrHNIYLYAHIA
IHHUIIAHCI tAX .nUIN
"'IOIN' OlerOIN'
PI.as. Print or T .
Huff, Mabel M.
21-96-
DESCRIPTION
Fun.ral Ellp.nllll
1.
Prepaid
1.
Admlnlstratlv. Cosh:
Penonal Representative Commission,
Social Security Number 01 Personal Representative:
Year Commissions paid
2.
A"omey Fees to Andrews & Johnson
3.
Family Exemption
Claimant
Address 01 Claimant ot decedent's death
Streel Address
City
Stale
Zip Code
Relationship
Probate Fees
Mlse.llan.aus Exp.nses:
Register of Wills--PA Inheritance Tax Return filing fee
TOTAL (Also anter on line 9. Recapitulation)
(If more .pae. Is n..d.d, Inllrt additional sh..ts of sam. sll'.1
AMOUNT
300.00
15.00
S 315.00
..
LAST WILL AND TESTAMENT OF MABEL M. HUFF
I, Mabel M. Huff, of the Borough of York Springs, Adwma
County, Pennsylvania, do make and publish this my Last Will and
Testament, hereby revoking and making void all former Wills by me
at any time heretofore made.
FIRST: I direct that my Executrix hereinafter named
first payout of my general estate all of my just and legally
collectible debts, expenses of administration of my estate and
all State and Federal transfer inheritance taxes, estate taxes
and any and all other death taxes becoming due with respect to
any and all property required to be included in my gross estate
for tax purposes, regardless of whether such property passes by
the terms of this Willi and the transfer of all such property
shall be free and clear of such taxes.
SECOND: I give, devise and bequeath unto my niece,
Joyce Carey, of Mt. Holly Springs, CUmberland County, Pennsyl-
vania, in complete and perfect ownership, all of the rest, resi-
due and remainder of my property of every kind and nature, real,
personal or mixed, and wheresoever situated, giving her seisin
thereof.
THIRD: I nominate, constitute and appoint my niece,
Joyce Carey, as Executrix of this my Last Will and Testament,
and expressly direct that she not be required to give bond. I
authorize my Executrix to sell any and all of my real and per-
sonal property at public or private sale, and to make, execute
and deliver unto the purChaser or purchasers thereof good and
sufficient deeds, bills of sale and assurances of title therefor.
IN WITNESS WHEREOF,
havtlt, to this my~t~ll and
11 day of p r-
ei hty-three (1 .
I, Mabel M. HUff, the testatrix,
Testament set my hand and seal this
, one thousand nine hundred and
Signed, sealed, pUblished and
declared by Mabel M. Huff as and
for her Last Will and Testament
in the presence of us, who, at
her request, in her presence, and
in the presence of each other, have
hereunto subscribed our names as
witnesses.
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'1/-1 t?l-4 1;1'1 'J Ii
Mabel M. Huff
(SEt)
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