HomeMy WebLinkAbout96-00151
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20. If L1no 191. g"a'or Ihan L1no lB. on'or Iho dlHoronco an L1no 20, Thlt It Iho OVERPAYMENT.
ElO
21. If L1n. 181, gr.al., than lln. 19, tnl.r ,h. diH.,.nc. on lin. 21. ThI,I. the TAX DUE.
A. Ent., ,h. In'''''' on ,h. bolanc. due on lint 21A.
B. En'or ,ho 10'01 of lln. 21 and 21A on L1no 21B, Thlt I. ,he BALANCE DUE.
Mob Check Payabl. tOI Rtglll., of Will., Ag.n.
':""."",','" .1 SURI TO ANSWER ALL QUEmONS ON RlVEDE SIDE AND TO RICHICK MATH ,',,')'";Ji~:#1I;i.(i.,
Under plnolll" of perjury. I declar. thot I have uomin.d ,hi, rllurn, including accompanying schedule, and .rot.mlnts, and to the best of my knowledge and b,li,f,
ill, tru., corrld and compl.t.. I d,dore that 011 ,.01 '11011 hot b..n "portlO at IruI morlle' value. D.c1arotion a. prepare' other thon ,h. penanal r.ptlllntoll.... II
bOlld on all Information of which pr.par.' hot ony knowledge.
SIO IUllO' '(UON IUPONSIIIl 'O.'Il/NO UTUIN AODlns DAn -7.d.
17241 'Z: ,1/
'Z. -7 -If,;
PA 17257
IEv;oo EX+ tM.)
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lIlf~
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/6 .Sf;.
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'OR DATU 0' OIATH AfTER 12/31/91 CHICK HER!
If A SPOUSAL
POVIRTY CRIOIT IS CLAIMID 0
fill NUMIIR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'i"
/SI
NUMBER
15
fil
bl
..
COMMONW(ALTH 0' P(NNS,YlYANIA
DEPAlJMfNT Of RfY(NU(
DfPT,210601
HARRISIURO. PA 11111.0601
lCIO N' NAMIILA'. 'IU . AND MIDOL(INIIIAII
Vaughn. Howard G.
SOCIAL SICUlun NUMIIR
~/-
COUN1Y CODE
orCIOWI'S CO""'tl I AOOIIU
360 Running Pump Road
Newv iile, I'A 17241
C~M Cumberland /.
A"'OUNT llCllVIO jUt INUIUCT10NSI
, j...,
YEAR
DAn or OIA'H
10-20-95
1-4-21
177-16-1344
'" A"'I(Atll, iU'Wl\'IHO 11Ou" 'H"'II tl"". 't'" 'HO ""00t1 1"'11"11
[j 1. Original Relurn
03,
05,
Remainder Return
(fo, dalO. of doa,h p,iar la 12.13.B21
F.deral E.tat. Tall. Rlturn R.quir.d
o 2. Supplemental R.lurn
:/l15
....
"z
8~
o A. lImit.d Ella'. 0 040. Fulur. Inter.st Compromill
(fo, da... of doa,h af.or 12.12.B21
06. Ole.d.nl Di.d Tlllo" 0 7. oee.d.nt Mainlain.d a li"ing Tru.t
(A"ath copy of Willi (Allath capy al Trull)
Ml,CORRUPONDINCI AND CONfiDENTIAL TAX INfORMATION SHOULD .1 DlRICTID TO.
CO""llIl "'AILING AOOI
MARK, WEIGLE AND PERKINS
126 Eaat King Street
Shi enabur PA 17257
'~'~Cf~ !J-S:}'('4J!~~i
_ B. Total Numb., of Sof. oepolit BOIl.II
.; ";~;.,.; ;-~'1.'""'t,. f
Jerr
IUlPHONI NUMIU
532-7388
z
..
S
E
~
III
..
1. Roal E,'a'o (Sthedulo A) (I )
2. S.ocks and Bond. (Sth.dul. BI (2 )
3. Cla..ly Hold SlocklPartno"hlp Inlo,." (Schodul. C) (3 )
A, Marlgagll ond No'" R"olvoblo(Sthodulo 01 (A I
5. Co.h, Bonlc oepo.ill & Mile.llaneauI Personal Prop.rt)' ( 5 )
(Schodul. EI
6, Jain"y Ownod P,aporly (Sthodulo FI (61
7. Tran"o" (S,hodul. G) (Sthedulo l) (71
B. TOlol Grall A..eUlto'allin.. 1.7)
9. Funaral Ell.p.n.... Adminhtrali". COlli. MI.celloneaus ( 9 )
EJl.p.nslI {5th.dule HI
10, Dobll, Martgog.liabillllll. li.n. (Sthoduloll (101
11. Total Deductionl (10101 Un.. 9 & 10)
12. N.t Valu. of Eltat. (lin. B minus line 11)
13. Chorilobl. and Go"arnmentol Sequ'II' (Seh.dule J)
lA. N., Volu. Subj.ct to TO.llllin. 12 minus line 13)
15. Spou.al Tron.f.,. (for dol.. of death ohar 6.30.9..,
S.. In.tructlon. for Applicable P.rc.ntag. on R.".,.e t I SI
Sid.. I'nclud. 'Volues from Schedule K or Sch.dul. M.)
16. Amaunl of lIno 1 A 'a.ablo 0' 6% ra'o (161
(Indud. volulI from 5ehedul. K or Schedule M.I
17. Amaun' af lino 1 A la.ablo a' 15% ralo (171
(Indud. "alulI from 5ehedul. K or Sth.dul. M.)
lB. Principal loll. due (Add loll. from line. 15. 16 and 17.)
19. C,.dill Spousal Po".")' C,edit P,ior Paym.nt.
+
(191
(20)
10.00
6,948.13
(B 1
10.00
6,948.13
(6 .938 .13)
(11)
(121
(131
(IAI
(6.938.13)
M._-
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o
o
)( .06.
)( .15.
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(IB) NONE - INSOLVENT
oi.count
Inte"'1
+
Chc<k here ., you nle fI~quC'\ling 0 Il.fund of your OVl,"poymcnl
(21)
(21AI
(21&1
Ad '41 ef 199.. provld.. for the r.dudlon of the tax rat.. Impo..d on the n.t valu. of tran.f.r. to or for
the u.. ef .. .pou... Th. rat.. a. pr..crlb.d by the .tatut. wll\ b.:
. 3~ (.~ will be IIppllcllbl. for ..tat.. of d.c.d.nts dying on or aft.r 711/94 anti ".for. 111/96
. 2~ (.11) will be IIppllcllbl. for ..tat.. of d.c.d.nts dying on or aft.r 1/1196 and b.fllr. 111/97
. 1~ (.'1) will ... IIppllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 111/97 and b.for. 111/98
. SpeuIP'tHNlafera occurring on or after 1/1198 wll\ be ex.mpt from Inherltanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
IV PLACING A CHECK MARK k) IN THE APPROPRIATE BLOCKS.
YES NO
1. Dlti tIec.tlent make a transler and:
x
a. retain the use or Income 01 the property translerred, .......................................................
b. ret.ln the right to designate who shall use the property translerred or its Income, ...............
x
c. ret.ln a reversionary Interest; or ...................................................................................
d. r_lve the promise lor lile 01 either payments, benelits or care9 .......................................
2. II HlIth occurred on or belore December 12, 1982, did decedent within two years preceding
death transler property without receiving adequate canslderatlon9 II death occurred aher
D.ce",ber 12, 1982, did decedent transler property within one year 01 death without rec.ivlng
adequate consideration' ...,...............................................................................................
3. Old decedent own an 'In trust lor' bank account at his or her death9......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
...,
x
x
x
x
x
'II",IJIIII: ""'1
ITEM
NUMBER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
tfi!-
COMMONWIALI'H 0' 'fNNSYLVANIA
INHf.IfANC! TAX UTU1N
RlSIDINT OICIDINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or Typ.
Howard G. Vaughn
DESCRIPTION
AMOUNT
1.
Fun.ral Exp.n'ell
Fogelsanger-Bricker Funeral Home
5,421.60
1.
Admlnlllrallv. Ca.1I1
Personal Represenlative Comminions
Social Security Numbe, of Personal Representative:
Year Commlnlons paid
2.
Allorney Fees
Mark, Weigle and Perkina
175.00
3.
Family exemption
Claimant
Address of Clolmonl at decedenl's deolh
Slreet Add,en
Cily
Stale
Zip Code
Relationship
Probale Fees
MI.e.llan.ou. Exp.n'.'l
Dauphin Deposit Bank and Trust Company - Home Equity Loan
716.64
Dauphin Depoait Bank and Truat Company - Easy Line of Credit
Loan
Register of Willa. Cumberland County - filing Inaolvent PA
Inheritance Tax Return
624.89
10.00
TOTAL (Also enle' on Iino 9, Recapitulation)
(If mar. .pae. I. n..d.d, In..rt additional .h..t. of .am. .Iz..)
s
6,948.13
J
!I'}~ h,- /
,- -
REV-1547 EX AFP (12095*
COtttDMAL TH Of P[HHSYlVAHIA
DlPAATHl:NT Of R(ytl<<JE
ItIt[AU 01 INDIVIDUAL TAXU
DE:PT. 110'01
HAARISIURG, PI 1712.-0'01
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT DF TAX
DATE 05-13-96
DATE OF DEATH 10-20-95
FILE NO.
COUNTY
CUMBERLAND
HOTE. TO INSURE PRDPER CREDIT TO VDUR ACCOUNT, SUBHIT THE UPPER PORTIDN OF THIS FORH WITH YOUR TAX
PAVHENT TO THE REGISTER OF WILLS. HAXE CHECX PAVABLE TO "REDISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
JERRY A WEIGLE ESQ
MARK ETAL
126 EKING ST
SHIPPENSBURG PA 11251
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
AMount R...1tt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii!'v:i54i-Ex-Ai=ii-ii''f:95T"iioYicEno,,-YN'HEiiifAiicE-YAx-APjiRA-isEifEiiT-,--ALl"OWANCE-olim--m-mm--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VAUGHN HOWARD G FILE NO. 21 96-0151 ACN 101 DATE 05-13-96
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. RooI E.toto ISchodulo A) 11)
2. Stock. and Bond. (Schodulo B) (2)
5. Clos.ly Hald stock/Partnership Int.rllt (Schedul. C) (31
~. "ortoao../Not.. Receivable (Schedul. OJ (41
S. C.&h/l.nk Deposita/Hi.c. Parlonal Property (Schedul. E) (51
6. Jointly Owned Proporty ISchodulo F) 161
7. Tranlf.,.. (Schedule OJ (7)
8. Tot.l A...b
) CHANGED
.00
10.00
.00
.00
.00
.00
.00
IB)
10.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funa,.al EKP.nl../A~. COlta'Hi.c. Expans.. (Schedul. H) (9)
10. Dobt./Hortgogo Liobilitio./Lion. ISchodulo II (10) .00
11. TotoI Doductlon. (11)
12. Nat Valu. of TalC R.turn (12)
15. Charitable/Covlrn..nt.l Bequ..t. (Sch.dul. J) (lS)
Iq. Hot Vo1uo of E.toto SubJoct to To. Ilq)
NOTE: If an assassment was issued previously, line. 14, 15 and/or 16, 17 and 18
reflect figures that include the total of abh return. assessed to date.
ASSESSMENT OF TAX:
15. A~unt of Lin. 14 .t Spou..l ~.t. 115)
16. A.ount of Lin. 14 taxab1. at Lin..l/e1... A ~.t. 116)
17. Aoount of Lino Iq to.oblo ot CollotoroI/Clo.. B roto 117)
18. P~Jncipa1 Tax Du.
6,948.13
6. q4R n
6,938.13-
.00
6,938.13-
will
.00
.00
.00
X .00.
X.06.
X .15.
lIB)
.00
.00
.00
.00
TAX CREDITS:
PAVHENT
DATE
RECEIPT
HUHBER
DISCOUNT 1+ I
INTEREST I-J
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE IHDICATED, SEE REVERSE
FDR CALCULATION DF ADDITIDNAL INTEREST.
I IF TOTAL DUE IS LESS THAN fI, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS.)
RESERViTlO'h
I'IIlPlIU llF
f<<JTlCEI
PintEHT.
AEF1.JrCD (CA)I
OIJECTlONS.
AIIt1N
IITRAUIIE
CORRECTIONS.
DISCOllCTI
INTERnT.
~Q
gfli ~ ::IJ~
!~ J1i 8
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E.tlt.. of decedent. dying an a,. bIIfar. Dec"" 12, 1982 -- If MY futu,.. Int.,...t In t~ ..tat. l'IOt"""fI~:~'
In po.....lan 0,. enJo~t to CI... I (col1.t.,..I) beneflcl,,.II' of the decadent .ft.,. ~ ~MPlr.t~ of ..,.~~~.t. for
llf. or fa,. y.ar., the Co.eonwellth he,.eb. axpr...ly r.,.,.v.. the right to app,..I,a ~ ..~.. tr~r InhI~~. T.w..
.t the l...ful Cl... . (coU.t.,..1) r.t. on ..,. such fu~u,.. Inter..t. ~ C. iii
;o"~ ~ g
To fulfill the raqulra.ant. of S.ctlan 2140 of the Inherlt8nC' ~ E.tlt. Tax Act, Act 22 of 1991. 72 P.S.
Section 2140.
DatKh the top portion of thl. Notlc. ~ .ubel t ..I th vour PIYMnt to tht R....ter of "UlI printed an the r.v.rs. .Ida.
--...... check or MMV orde,. p.vllbl. tor REGISTER OF MILLS, AGENT
All p.w-nt, rec.lved shall first be -..pUed to ..,v Int.r..t which ..v bIi due ..lth ..,y r...lndlr appl1ed to the tax.
A refwld of . tax credit, which .... not r....tact an the Taw Raturn, ..v be rltqUl.tld bv cc*pl.tlng .., "Appl1catlan
for R.fund of Pann.ylv.nla Inharlt8nCa ~ E.t.t. T.w" (REV-1515). Appllc.tlon. .ra IV.Ilebl. at thl Offlc.
of the RIDI.t.r of Will., ..,v of thl 25 R,venue DI.trlct Offlc.., or by c.lllng thl .paclal Z4-hou,.
..,....,.Ino ..rvlc. nuabar. fo,. for.. ord.rlngr In Psnnlylv..,l. 1-100-562-1050, out.lda Pann.vlvanll ~
wlthln locIl Harrisburg Ir.. (717) 717-a094, TOOl (717) 771-1152 (He.rlng lapalrld Only).
Any p.rtv In Int.r..t not ..t"fled ..Ith thl 8PPr......"t, IUOWenc. or dl..llowll"lC' of deduction., or ...........t
of tax (Including dl.count or Int.r..t) a. .hown on thl. Hotlc. au.t object ..Ithln Ilxty (60) dav. of rac.lpt of
thll Motle. bYI
--..,.Itt.., P,.ot..t to thl PA Depart-.nt of R.venue, loard of Ap~al., Dept. l,IOll, Harrisburg, PA 17Il'-IOll, OR
.-.lectlon to have thl ..tt.,. dIIt.r.lned .t audit of the account of thl personal rapr..entltlv., OR
.-appaIl to the"Orphan.' Court.
Factual arror. dl.cov.red on thl. ...........t .hould be addr...ed In ..,.Itlng tor PA Daplrtaent of R.venue,
Iurl8U of Individual TIXI., ATTHr Po.t A....~t R.vlew unit, Dept. 110601, H.rrl.burg, Pi 171l'.0601
Phone (717) 7'7-6505. See P'" 5 of the booklet "In.tructlon. fa,. Inhlrlt8nC' T.w R.turn for. R..ldlnt
OIcedlntR (REY-lSOI) for an .xplanatlon of ~lnl.tr.tlv'IY correctable .rror..
If MY tlX due 1, p.ld within thr.. (5) c.lende,. ~th. .ftar thl decadent.. de.th, , flv. p.rc-nt (5%) dl.count of
the tlX p.ld I, .110N1d.
Intar..t 11 chIrgM beginning '11th flnt d.v of d.llnquMCv, or nine C9J aonth. and one (1) dey fro. thl d8t. of
de.th, to thl d.t. of pepant. T.x.. which bee.. d111nquant bafora JMUary 1, 1912 bear Int.,...t .t tht rat. of
.Ix ('~) percent pa,. ennu. cllcul.ted .t . delly r.te of .GGGl64. All tex.. which bee... delinquent on 8nd .ft.r
Januar, 1, 1,.Z ..Ill ba.r Int.r..t .t a ,..ta which ..Ill v.ry fr. c.lendar w.er to c.lende,. y..r ..Ith that r.ta
announced by thl PA Dap.rt-.nt of R.venue. ThI sppllclble 1nter..t r.t.. for 19.Z through 1996 .rel
!!!! lnt.,...t R.t. D.lly Int.r..t F.ctor V..,. Int.r..t R.t, Dally Int.r..t Factor
".Z ZOX ."0~4I 1917 'X .0DDZ47
1'.S I'X .DDDU' "11-1991 IIX .000501
1'14 IIX .000501 I99Z 9X .DDDZU
1'.S UX .000556 1995"l99.. 7X .DDDl92
1'16 lOX .DDDZ74 I 99~-1 99. 'X .DDD247
ulntar..t I. calcul,tad .. followlr
INTEREST . BALAHCE OF TAX UNPAIO X ~BER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
.-Any Hotlc. 1.1UId .ft.r thl t.x blcoae. delinquent ..111 r.flact an Int.r..t celculatlon to flft"" (15) d.y.
beyond the dIIt. of thl .........,t. If papant It .Ida IU.,. tht Int.,...t cc*putatlon d8t. shown on thl
Motlce, Mldltlonal Int.,...t ault be ulcul.ted.