HomeMy WebLinkAbout96-00111
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15 - :-13-1....1
.REV. 1100 EX '(7.04) ~ tlli:RJT ANCEl AX RETURN for dlle. of dealh Iner 12131191 check here if I
~ RESDENT [ECEDENT .poulIl poverty credrt II c1llmed _
CC>MMOH\'oULTHOfPENNIYLVANIA (TOBEFLEDtlDlPLlCATE FILE NU2MI8ER 96 II ,
Of.PARTUENT OF RE\tNUE
om '_I WTH REGISTER OFWLLS) COUNTY CODE YEAR NUMBER
IWIRIISURO, PA 17"'~1
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENTS COMPLETE ADDRESS
WARDECKER, MARTHA S, 375 Claremonl Drive
I 'aOClALaECURITYN....SER DATE OF DEATH QATE OF BIRTH Carlisle,l'A 17013
; 189-09-4762 OS/24/95 10/29/99 .COUNIY Cumberland
; ,. ,,",*-11know'oo a_, N....I~II '''0......._ "''''1 . SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INsmUCnONS)
;;: '( Original Return
2, Supplemental Relurn
3, Remainder Return
(lor dales 01 death prior to 12-13-82
5, Federal Estale Tax Return Requlrod
8, Totel Number 01 Sale Daposit Boxes
I!!
~112 4, Limited Estale 4a, Future Intarest Compromise
Q 8 ~_' (for dales of death after 12.12-82)
iil ';-: 8, Decedent Died Testate 7, Decedent Maintained a Living Trust 0
~ (Attach copy 01 Will) (Attach copy 01 Trusl)
, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
I'" :HAME COMPLETE MAILING ADDRESS
~ STEPHEN L, BLOOM MARTSON, DEARDORFF, WILLIAMS & OTTO
l5: . TELEPHONE NUMBER i 10 E, IIlgh SI.
(717 ) 243-3341 Carlisle. I'A 17013
-.. --"-- ... - +..
-~--~f---.." _dO . --- .
1, ReBI Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
3, Closely Held StocklPartnershlp Interest (Schedule C)
4, MortgBges and Notes Receivable (Schedule D)
5, Cashl Bank Deposits & Miscellaneous Personal Property
(Scnedule E)
8, Jointly Owned Proparty (Schedule F)
7, Translers (Schedule G) (Schedula L)
8, Total Gross Assels (total Lines 1-7)
g, Funeral Ex!!enses, Administrative Costs, MlscellBneous
Expenses (Schedule H)
10, Debts, Mortgage Liabilities, Liens (Schedule I)
: 11, Total Deductions (Iotal Lines 9 & 10)
, 12, Net Value 01 Estate (Line 8 minus Line 11)
, 13, Charitabla and Govemmant Bequests (Schedule J)
: 14, Net Value Subject to Tax (Line 12 minus Line 13)
:'15, 'Spousal Translers (lor dBtes 01 death after 8-30-94)
(Include values from Schedule K or Schedule M)
: 16, Amount of Line 14 taxable at 8% rate
(Include values from Schedule K or Schedule M)
17, Amount of Line 14 taxable at 15% rate
(Include values from Schedule K or Schedule M)
I 16, PrinclpBI tax due (Add tax from Lines 15, 18, and 17)
19, Credits Spousal Poverty Credits Prior Payments Discount
+ + (19)
; 20, If Line 19 Is greater than Line 18, enter the difference on Line 20, This Is Ihe OVERPAYMENT (20)
, A. [] Check here If you are requoltlng a refund of your ovorplymonL
i 21, If Line 18 Is grealer than Line 19, enter the difference on Line 21. This Is the TAX DUE.
A, Enter the Interelt on the balance due on line 21A,
B, Enter tha tolal 01 L1na 21 and 21A on Line 21B, This Is the BALANCE DUE,
Mike Chock PlYlbla to: Rogllter of Willi, Agent
M BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH M
. - _..
Under penlnlel 01 perjury, I declare Ihlll hive examined Ihls relurn, Including Iccompanylng Ichldule. Ind .Iatemenll, Ind 10 Ihe bell of my knowledge Ind
bellef,ltla true, correeland complete, I decl..e that IU rell eltale hll been reported allrue market vllue, Oecllrallon of prepa'.r olher lhan Ihe perianal
!8P~..nllt!Ye,l. bl.ed on,aUlnformlllo ,of which prepsrer hIS Iny knowledge,
SIGNATURE OF PE N RESP~'NrjBlE F91FIl1 RETURN ADDRESS DATE !
-?H~ , tJ,uvfc 0-, 34 W, BoltimorcSI"Carlisle,I'A 17013 ,f,L !T/q~
(~TURE Of PARER 0 Rf: EsudATNE ADDRESS DATE
10E,llighSI..Carlisle,I'A 17013 :;J../6/Q6
~
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a:
z
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S
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
(15)
(16)
(17)
1,013,00
(8)
4,819,00
(11)
(12)
(13)
(14)
x ,00 =
0,00 x ,06 =
x ,15 =
(18)
Inlerest
(21)
(21A)
(21B)
1,013,00
4,819,00
insolvenl
0,00
0,00
*'
SchldJIBJ
B&11a1lc11lies
Coe.NOfrMtAlTH OF PENNSYLVANIA
IHHERlTAHCe TAX RETURN
RUIOENT DECEDENT
--------.----- .._._- .....
.--_._-.-_.-.-.-.- .._----. ---
ESTATE OF
WARDECKER. MARTHA S.
- -----.- ------- -.- .-
Nrr~~ER i-" _.u~~~ ~~D ~~DR~~S OF BENEFICIARY
-------. A: TiuliliBiqueeli:--- "" ..
----o'Ch 0 Milhiril E:Wlifdeck:iir""u,
34 West Baltimore Street
Carlisle. PA 17013
........7;-....... Tc./Trey:a:ncii.WaroccKcr.............................................................................. Ufiiiiilsiiii.................. 2'S%.csiiilC'.rcslil'uc...........
166 East Penn Street
Carlisle, PA 17013
.'-..37'.'..' Oiii}i.Wiii'i1eelicj"--........................................................................................ Oi'iiiiilsoii.................. 7S'%..csliiic.resiilii'c...........
S 1 S South Pitt Street
Carlisle, PA 17013
'''''''''';r;-''''. RiiiiilyWBrilecl('cr......_...................................................................................... Ufiiiiilsiiii.................. 2'S%.c.siiilC'.i'eS1il'uc...........
S 1 S South Pitt Street
Carlisle, P A 17013
FILE NUMBER
Estate 96
--.. .
RELATIONSHIP I SHARE OR AMOUNT
i OF ESTATE
. Grandson
25% estate "residue ..
-.lTE"'------.-.. 'n' -.- ..-..... ...... " .
NUMBER NAME AND ADDRESS OF BENEFICIARY
---S:-Chlrlliililiin-doQovemmiinl.ial Biicjiislli: .
AMOUNT OR
SHARE OF ESTATE
----- --------............--.......................................................................................................................................................... ...................................................
-........... -......-...-...---.........................................................--...................................................................................... ...................................................
..................... .......................................................................................................................................................................................................... ...................................................
....................................................................................................................................................................................................................................................................................
......-........... .-.....................................................................................................................................................................................................................................................
-..................--..........................................................-.......................................................................................................................................................................
Schedule J TOTAL
v
15'- .Y.3 .' </
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REV-1547 EX AFP 112"95*
COHHOHW[ALTH Of P(NHSYlVANIA
DEPAATl1[NT Of R[V(JrU:
aURfAU Of INDIVIDUAL 'AMES
DEPT. Zl060l
HARRI.IURa, PI 17Ill-D'Dl
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 05-27-96
DATE OF D!ATH 05-24"95
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
STEPHEN L BLOOM
MARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount Ra..ittad
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iv:mrEx"Aiip-(i'F9iij"NoTx"CEUOF"YNHEiix"TANcE"TAx"iippRAx"SEif€Ni'";"ALLOWAiicE"jiiiuummn....u
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARDECKER MARTHA S FILE NG. 21 96-0111 ACN 101 DATE 05-27"96
TAX RETURN WAS. (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto (Schodulo A) (1)
2. Stock. ond Bond. (Schodulo BI (21
3. Closely Held stock/Partnership Int.r..t (Schedule C) (3)
4. "ortoag../Not.. Receivable (Schedule DJ 14)
S. Cash/SMk DapoIUa'Hhc. Parlonal Property CSchedule E) 15)
6. JoIntly Ownod Proporty (Schodulo FI (61
7. Transf.,.. (Schedul. G) (7)
8. Total AI.at.
.00
.00
,DO
,DO
1,013,00
,DO
.00
(81
1.013.00
APPRGVED DEDUCTIONS AND EXEHPTIONS:
9. Funer.l Expan.a./Ac.. COlta/Hile. Expans.. (Schedule HI (,)
10. Dobt./Kortgogo Llobllltlos/Llon. (Schodulo I) (101
11. Totol Doductlon.
12. Nat Value of Tax R.turn
15. Charitable/Govern..nt.l Baqu..t. CSch.dul. J)
14. Not Voluo of Estoto Subjoct to To.
4.S19.00
,DO
(Ill
1121
1131
1141
4.919 nn
3.806.00-
.00
3.806.00"
If an a.....mant wa. i..u.d pr.viou.ly, lina5 14, lS and/or 16, 17 and 1S will
refl.ct figur.. that includ. the total of ahb r.turns a...ss.d to dat..
ASSESSHENT OF TAX:
15. A.aunt of Llno 14 ot So.usol roto (15)
16. A~t of LJn. 14 taxabl. at Lln..l/Cl... A r.t. (16)
17. Aoount of Llno 14 to.oblo ot Collotorol/Clo.. B roto (17)
1&. Principal Tax Du.
TAX CREDITS:
PAYHENT
DATE
NOTE:
,DO
.00
.00
X .00.
X .06.
X .15.
(18)
.00
.00
.00
.00
RECEIPT
NUNBER
DISCOUNT l+)
INTEREST (-)
AHOUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
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RESERVATION. E.'at.. of decedent. dWlng on or ~for. Dec.~r 12, 1912 -. If any future In'.r..t In the I.'ata I. tr8n.f.rr~
In ~.....lon or enJo~t to el.,. . (collat.ral) beneflcl.rl.. of ~ dec~t I,t.r thl Ixplratlon of eny ....t. 'or
11'. or for year., the C~.lth her~v ..pr..,lv ra..rv.. the right to appra... and ...... 'renl'.r [nherlt~. ,....
et the l.wful Cia,. . (colll',r.1) rat. on any .uch future lnt.r..t.
PI.OlPOSl!llI'
MOna. To fulfill U. '....l,...."h 01 Section 1140 of the InherJbncI and Eltat. Tn Act, Act ZZ of 1991. 72 P.S.
s.ct Ion l140.
PAYMENT. DetKlt tM top portion of thh NoUe. and tutMllt with YOU" pn..,t to the R......I' of Willi pdnled on the nv.r.. IIc111.
........ check or __v order p.'Mda tOI REOISTER OF MILLS, AGENT
All pIJHf\h recalved .11 Ilra. be .-pplled to My Int.r..t whlch uy be duI; with My ,....IrMS.r applied to the tn.
AU1JND (0)1 A refund of e tax creelSt, which .... not r......ted on the T.. A.turn, ny be nqullted by CCMIPIIUng an "application
for R.fund of Penn,ylvanll Inharlt~1 and E.tltl T.." (REV-1313). Appllcltlon. are Ivallable at the Offlca
of the Regl.tar 0' WIll" an, of the 23 Rlv~ DI.trlct Dfflca., or by c.lllng the .paclll 24-hour
answerl", ..rvlce ~r. for fora. orderIng I In Penn.ylvanla l-100-36Z-2050, out. Ide Penn'Ylvanla and
..Ithln local Herrltburl araa (717) 117-1094, TOOl (717) 772-2252 (Hearing IIP.lred Only).
DIJECTIDHSI Any p.rty In lnt.ra.t not .atl.fled with the appral.aaant, allowanc. or dl..llaw~a of d.ductlon., or ......aant
of t.. (Including dl.count or Int.r..t) .. shown on thl. Hotlc. .u.t object within .I.ty (60) day. of rec.lpt of
thl, Notlc. by,
--..rltt." protllt to the PA o.p.rtaant of RIV~, lo.rd of Appa..., o.pt. 211nl, H.rrltburl, PA 1712'-1021, OR
"-election to hIv. the .ett.r d.t.ralned It IIUCIIt of ttM ICCOU"lt of the per'ONI raprll."t.tlv., OR
--~al to the Orphan.' Court.
_IN
IS"",TlII!
CORRECTIONS 1
featual .rrorl dltcovared on thlt U'II"",t lhauld ba addraued In ..rltlng tal PA Dep.rta."t of R.v~,
Bureau of Individual T...., ATTNI po.t A.....tant Rlvl... unit, Dlpt. Z10601, Harrl.burl, PA 171ZI-0601
~ (717) 7'7-6505. See PIOl S of thl bookl.t "In.tructlon. for Inherltine. T.. R.turn far. A..ldant
Dacldent" (REV-IsOI) far an ..planatlon of ~lnl.tr.tIVlly correctabll .rror..
DISCOUtTI
If any tax due II p.ld ..lthln thr.. (3) c.landllr IIDnth. Ift.r the decadent". death, a flv. perc."t (51:) discount of
the tax paid It .11~.
PEHAL TVI
ThI 151: ta. --.-.ty non-p.rtlclpatlon penalty I. coaputld on the total of the ta. Md Intlrllt ......Id, and not
peld bafor. January II, 1996, the flr.t day .'t.r the end of the talC .-na.ty period. Thl. non-p.rtlclp.tlon
penal tv It .....Ilbl. In thl .... ~r and In the the .... tI.. period .. YOU would ~.l the talC and Int.rllt
that hi. bien ......ed II InclSeated on thlt notlCI.
IN1'[R[ST.
Int.rllt It c:hIIreted b11IMlnt ..lth flrlt d.y of delinquency, or nine (9) lIOtlth. and DnII (1) d.y fra thl d.t. of
dMth, to the data of p.YMt'It. T.... which bee... delinquent bI'or. J8l'lUllry 1, 1912 bllr Int.rllt at the r.t. of
.1. (6%) parc."t par annua cllcul.t.d .t I d.lly rete of .000164. All t.... which bee... delinquent on and .ftlr
J~ry I, 191Z ..III bI.r Int~r..t et a rat I which ..III v.ry fra clland.r y..r to calend.r y..r ..Ith thlt r.t.
announced by the PA o.p.rtaant of A.vlnUl. The ~llclbl. Int.r..t r.t.. 'or I'IZ through 1996 ar"
!!!t Interllt R_ta O.lly Int.r..t Factor !!!r Int.rllt Rat. D.lty Intlr..t Factor
1912 zax . DOOS4t I'll OX ,O"Z47
1913 I6X .OOOUI 1'11-1991 IIX .000301
19.. IIX .000301 199. 'X .000247
I9IS ISX .000556 '995-1'" 7X .000192
I... lOX .000274 1995"1"6 'X .000Z47
--Int.rllt I. cllculeted .. followtl
INTEREST . BALANCE OF TAX UNPAID X KU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.sued aft.r thl t.. bac~. dallnquent ..Ill r.flact en Int.r..t c.lculetlon to flft.an liS) day.
blyond thl date of thl ......""t. If p.pant It aeda aft.r the Int.rllt co.put.tlon data Ihot.In on thl
Notlc., additional Interllt .uU be calculated.