HomeMy WebLinkAbout96-00156
1,1:' J?C-(,
t.ltERrr ANCE TAX RETURN
RESDENT IECEDENT
(10 BE FLED t.I DlPLlCA 1E
vvm-t REGlSlER OFWLLS)
REVol&ooEX.(M') *
COMMON'r\UI. TH OF' PfHNSYlYAHLA
DEPARTMENT Of REYfHUE
OEPT 21a01
HARRISBURG.PA 17\211-0001
DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAl)
RAUDABAUGH, VIOLET ".
SOCIAl. SECURITY HUMBER OA TE OF DEATH
188-12-4631 12/04/95
\ i. ~I SlsvTvng 8pou.... Hlmelle.I, '...1 Met Mddle IM.I
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for dates 0' death aner 12/31/91 check here if a
spouIII poverty credit is claimed .__
FILE NUMBER
21 96
COUNTY CODE YEAR
/,,!}-6
NUMBER
DECEDENTS COMPLETE ADDRESS
98 lIai, Road
DATE OF BIRTH Newville, "A 17241
02/23/07 COUNTY Cumberland
SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
4a, Future Interest CDmpramisa
(for dales of daalh aftar 12-12-82)
6, Decedent Diad Testata 7, Decedent Mainlained a Living Trusl
(Mach copy of Will) (Attach copy af Trust)
. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING AODRESS
IVO V. orro, III MARTSON, DEARDORFF, WILLIAMS & 0110
'TELEPHONE NUMBER. 10 Easllligh Slreet
(717 ) 243-3341 Carlisle, "A 17013
i
;.; 1. Original Ralum
2, Supplamanlal Relum
1, Real Estale (Schedule A)
2, Slocks and Bonds (Schedule B)
3, Closely Held Slock/Partnershlp Inlerest (Schedule C)
4, Mortgages end Notes Receivable (Schedule D)
5, Cashl Bank Deposits & Miscellaneous Personal Praperty
(Scnedule E)
6, Jointly Owned Property (Schedule F)
7, Transfers (Schedule G) (Schedule L)
8. Total Grass Assets (lolal Lines 1-7)
g, Funeral Exp.enses, Adminlslrallve Cosls. Miscellaneous
Expenses (Schedule H)
10, Debts, Mortgage Liabilities, Liens (Schedule I)
11. Total Deductlans (total Lines g & 10)
12, Net Value af Eslale (Line 8 minus Line 11)
13, Charitable and Govemment Bequests (Schedule J)
14, Net Value Subject ta Tax (Line 12 minus Line 13)
15, Spousal Transfers (for dates of death after 6-30'94)
(Include valuee from Schedule K or Schedule M)
16, Amaunt of Line 14 taxable at 6% rale
(Include values fram Schedule K or Schedule M)
17, Amount af Line 14 taxable at 15% rale
(Include values from Schedule K or Schedule M)
16. Principal tax due (Add tax from Lines 15, 16, and 17)
19, Credits Spousal Poverty Credits Prior Payments Discount
+ + 79,25 (19)
20, If Line 19 Is grealer than Line 1 B, enter tha difference an Line 20, This Is Ihe OVERPAYMENT (20)
A. C Check here If you are requesllng a refund of your overpaymenL
21. If Line 181s grealer than Line 19, enter the difference an Line 21, This Is the TAX DUE.
A, Enler the Interes( on the balance due an line 21A,
B, Enter the talal af Line 21 and 21A an Line 21B, This Is the BALANCE DUE,
Make Check Payabla to: Regleter of Willa, Agent
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH"
Unde, penlllles of pe~ury, t declare that I hive examined thll return. Including accompanying schedules and statements, and to the belt of my knowledge end
belief. ~ Illrue, correct end complete, I declare that all ,eal estale hll been reported at true market value. Declaration of preparer other than the pel10nll
reprelentltiYe II blled on alllnformallon of which preparer hIS any knowledge.
SIGNATURE OF PERS~N RESPONSIBLE FOR FILING RETURN ADDRESS.. DATE J /
~,-o.,. [1. Ua....v 98 HaIr Rd,. NewVllle, PA 17241 c51lao 9(,
I T ~ERI2:I'I;E'(i;iANREPRESENTATIYE o\PJlR~S H' h C l' 1 17013 OATE / . J
~ lU 1:;. 19 St.. ar 15 e. PA 02. /91?t.
4. Limited Eltate
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a:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
(15)
(16)
(17)
~
~
S
3, Remainder Retum
(far dales of dealh prior to 12-13,82
5, Federal Eslale Tax Relum Required
o 8, Total Number of Safe Deposll Boxes
2,562,69
34,381.50
(8)
10,507.50
20.25
(11)
(12)
(13)
(14)
x ,00 =
26,416,44 x ,06 =
x .15 =
(18)
Inlerest
36,944,19
10,527.75
26,416,44
26,416.44
1,584,99
1,584.99
79,25
(21)
(21A)
(21B)
1,505,74
51,505,74
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:;!!;". INHERlTAHCE TAX R!TUAN
fl'-~'--' AlIUHTDECEOENT - - --_.--~.~---_. --.-.--.,...-. . ----------.--.
~,} . ESTATE OF ' .-"" ".n. .. .00 . . . .. ,FILE NUMBER
Kv';.. RAUDABAUOH. VIOLET P. : Estate 96
~t-Jorntliiiinl(i):--'-'-"-"-" .. ...... ... .' ....-. . ." ,....
f'. a.. Jiillai\.Hilf-------.98HilliRoar ..... ........ .. .IDilUghli:r" -- .n""
::'k :J ________ _J~~~~~.:!~..~~~____________.._ .......---..---..------.---
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SchediE F
JcI~ OMted Property
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Jolntly-owned property:
r Date .....--. ......00........ "1' --.....-..-, ...... - r DollarValu,'"
Jfoo nrt Made Deacrlptlon 01 Property ! Totel Value I Decd'a j 01 Decadanl'a
T.~~ant JoInt . 01 Anet j % INT. : Intereat
03722/88 iiiTners TrosfCiimpiriy;-siivhigs'III;3SS877 ... .....--19.'183:8 -'SO% ,..--. '9.741:93
'.' ''""''''2:-- --~ '1IB72!Jl1S- Biiiie'iiTiii'i('t'ciiiijiiRy7~71lT2'O:rr3Tnic-5iiiiiCc-" "-"--T'O;rm -SII%-. --'S'.IIB'f:tJO
oflhese funds was exclusively from Julia Hair.)
, - -0lf175794' Fenners TrUsf'COniiiiiiiy,"C:Ii.1Il'05'3~-- - --'J~;'Olr8:11 .....'50"70..- ---T7;IJ.l:r:O'J
-'-A-:-- 'U17n'19r enne'iiTrusf'C'ii'ri'ijiiiiiKCD'...1T93'S3'4------ ---"''5;0'2IT,O -'SII%- . 2':sr.f.'5~
J.
4.
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-------...............----------.........--.......... ...........................- ...--- .-..---......-....
-----_._--_.--~.-_._---_._.--
Schedule F TOTAL
534,381.50
,
FARMERS
TRUST
One \^kst High Street P.O Box 220
Carlisle, Pennsylvania 1701'
llll~
Dat.
2/10/96
Martson Deardorff Williams & Otto
10 E. High St.
Carlisle, PA 17013
Re: Eltat. of. Violet RaudabauQh 188-12-4631
Dat. of Ollth 12/4/95
Dllr Ms Myers
In answer to your requllt concernlnv Iccounu owned, .lther ..plrately or Jointly, by
the above nrerenc.d decedlnt and the ballnce In tlch account .as of the dlt. af
dtlth, WI have chlck.d our records and are IUbmllllnv the faUowlnv Information In
dupllcat., w. 1U99IIt that you rue on. of thele I. lien attach.d to the Pennrylvanll Inv.n.
tory forml (RCC) to IUbstantlat. the balanc. you report.
Not. that W. havI shown the correct nvlltratlon for IIch account. AIJo, Int.raat aCON.d to
the dat. of d.ath, If any, llllat.d u a _paratl "VUII.
Very truly yOlln, Certificate 95554 was opened 1/11/91 for $4,014.25.
fl II 1/ The value as of 12/4/95 was $5,029.07.
~ ~Odlu:t-2..cCertificate 120413 was opened B/2B/95 with funds
Doris Goodhart from another bank. The opening value was $10,000.00.
CD/IRA dept. The 000 value was $10,162.00.
Certificate 105367 was opened 4/25/94 for $31,682.27. The DOD value was $34,088.05.
All three of the certificates are registered to Violet P. Raudabaugh or Julia A. Hair.
;'
SC.H. P Ir1ClYJ~ ~-'-I
personal property of any nature; to sell, lease, pledge,
mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my
tI
;1 estate for such terms and such prices as she may deem advisable;
ji
'I to borrow money for any purposes connected with the protection
and preservation of my estate; to mortgage or pledge any real or
personal property forming a part of my estate or to join in or
secure the partition of same; to compromise any claims or
demands of my estate against others or of others against my
estate; to make distribution in kind and to cause any share to
i
': be composed of cash, property or undivided fractional shares in
II
property different in kind from any other share; and to execute
and deliver such instruments as may be necessary to carry out
any of these powers.
this
IN WITNESS WHEREOF
?~
I have hereunto
and seal
day of November,
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
testatrix, as and for her Last Will and Testament, in the
presence of us, who at her request, have hereunto subscribed our
names as witnesses theretor in the presence of the said
testatrix and of each other.
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RECEIVED FROM.
&
AMOUNT
m
OTTO JVO VJCTOR JJ1
10 E HJGH BTREET
Ju1
.l,~O~.f4
CARLJBLE, PA 17013
ESTATE INfOIMATlON.
!tINMR
III 21-1996-01:16
I!ll! NAME Of, DECEDENT (lAST)
~ RAUDABAUGH VJOLET
II NT
B
SSN
(fiRST)
P
188-12-4631
(Mil
CUMBERLAND
~ 0 EATH
REMARKS
m TOTAL AMOUNT PAID
SEAL
JULJA A HAJR
CIO JVO V OTTO
CHECK" :1:10
1l J ESQUIRE
SI,:l0!5.74
CW
RECEIVED BY !/Vill'l. C. ~(~,.w, AY'.J
(j S1aNAlfi i"l.i-1l.I JJ .1'J-
MARY C. LEWJS '/ ~ U
REGJSTER OF WJLLS
REGISTER OF WILLS
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REV-1547 EX AFP (12.95*
CDHHOHWEaLTH OF P[NNSYLV&Hll
D[PAlTftEHT 01 R[Y[NJ[
Il.R(AU OF INDIVIDUAL TAUS
DEPT. ZlD60l
HARRIIIURG, PA 17121"0611
NOTICE Of INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESS"ENT Of TAX
ACN 101
DATE 05-13-96
DATE OF DEATH 1Z-04-95
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TD YOUR ACCOUNT, SU8"IT THE UPPER PORTION Of THIS fOR" WITH YOUR TAX
PAY"ENT TO THE REOISTER Of WILLS. "AKE CHECX PAYA8LE TO "REOISTER Df WILLS, AGENT"
. REMIT PAYMENT TO:
IVO V OTTO II I
MARTSON ET AL
10 E HIGH ST
CARLISLE
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PA 17013
Allount R..1 Ued
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiitj:is4'i"EX-"Fii-nZ-:9i;"j-NoricniFniNHEiiifANCE-i:AX-AppiiAisEHiNi'-;-"LL'oiiiiN'CE-ORmnmmmm
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RAUDABAUGH VIOLET P FILE NO. Zl 96-0156 ACN 101 DATE 05-13-96
TAX RETURN WAS' I X I ACCEPTED AS fILED
I ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roa1 E.t.t. ISchodulo Al III
2. Stack I and 8and. ISchodulo 81 121
S. Cla.ol~ N.1d Stock/P.rtnorshlp Intor.lt ISchodulo CI 151
4. "arig.gel/Nat.. Receivable <<Schedule DJ (4)
5. Cash/Benk Oepo.lta'HJlc. Parlanal Property (Schedul. EJ (5)
6. Jalntl~ Ownod Pra.ort~ ISchedul. fl 161
7. Transfors ISchedula GI 171
a. Total Au.h
.00
.00
.00
.00
Z.56Z.69
34 .381. 50
,00
181
36,944.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen.../Ad.. Coat./Hlle. Expen... (Schedule HI .91
10. Dabh/"artg.1l8 Lhbl1ltlu/Lhns ISchodulo II nOI ZO. Z5
11.' Total Doductlans 1111
12. Not Value of T.. Roturn 1121
13. Ch.rltsblo/Gavo,Nnont.l 8aquo.ts ISchodulo JI 1131
14. Not V.lua of Elt.t. Subjoct to T.. 1141
NOTE: If In 1..eSSllnt WIS issuld previDuslY, lines 14. 15 Ind,or 16, 17 Ind 18 will
refllct figures thlt include the totll of Abh returns asslssed to datI.
ASSESSMENT OF TAX:
. 15. Aaount of lino 14 .t Spou..l ,.to 1151
16. Aaaunt of Lln. 14 t...blo .t Llnoal/Cl.sl A r.to 1161
17. Aaount of Lln. 14 t..abl. .t Call.toral/C1.ss 8 r.to 1171
11. Principal Tax Dua
TAX CREDITS I
PAY"ENT
DATE
OZ-Zl-96
10,507.50
1 n .'1" 71i
Z6,416.44
.00
Z6,416.44
.00
Z6,416.44
.00
x .00.
X .06.
X .15.
n81
.00
1,584.99
.00
1,584.99
RECEIPT
NUI18ER
AAllZ537
DISCOUNT
INTEREST
1+1
I-I
79.Z5
ANOUNT PAID
1.505.74
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,584.99
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fDR CALCULATIDN Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN .1, NO PAY"ENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YOU "AY 8E DUE
A REfUND. SEE REVERSE SIDE Of TNIS fOR" fOR INSTRUCTIONS. I
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RESERVATION I [It,t.. 0' decedent, dylno on Dr before Dec.~r II, .9.1 -- .f ~y future lnt.....t In the ....t. I, 'ren.f.tted
In po.....lon Dr "'Jo~t to Ct... . (colbl...,U b~f1cl."'.. of thll deCedent situ thl ..plt.Uon of ....y ..t.te 'or
11', or for Y""" the C~.lth her.by ..pr...ly r...rv.. the right to IPPr.l.. ~ ...... trenlf.r lnherltencl 1....
It the lewful Cl... . (co11,'eral' nt. on ."y luch lutur. l"t.r..t..
PIMPOU OF
NOTlCEI To fulfill the requlr..-ntl of SectIon 2140 0' thl Jnherltenc. end [,tit, f.. Act, Act It of 1991. 72 P,S.
Section 2140.
PAYMENT I Detech the top portion 0' thh Hatlu end .w.1t '11th your PIYNnt to the _..hter 0' lUlls printed on the nv.,... IteM.
..H.... cMck or IMWMIY order ,'Vable tal REOISTER OF MILLS, ADENT
All 'lYNn'S received wll flnt be ."Ued to MY lnt.....t which ..y be due with ."y ,....Indel" .plled to tM t...
REf\ICD (CRh & nfWld of . t.x credit, .....Ich .... not nqtM.ted on the 18. R.turn, ..y be r....ted by coaplaUna ." "&Ppllutlon
fo~ R.fWld of Penn'vlv."la Inherltanca ~ [.t.ta ,.... CREV-I'l'). Appllc.tlon. .ra avallabl. at the Dfflc.
of the Regl.tar of Will', eny of the Z' Ravenue DI.trlct Offlca., or bV c.lllng the ,peclal Z4-hour
en....rlng .arvlc. nueber. far for.. ord.rlngl In Penn'vlvanl. 1-100-'6Z-Z050, out.ld. Penn.ylvanl. end
.,Ithln loc.1 H.rrllburg .r.. (717) 717-1094, TOO' (717) 77Z-1lSZ CHearlng I.,.lnd Only).
OIJECTIONSI Any p.rty In Int.r..t not ..tl.fled ..lth the appr.....ant, .llowanc. or dl..llowanc. of d'ductlon., or ......-.nt
of t.. (Including dl.count or lntar..t) .. .hown on thl. Hotlc. .u.t obJ.ct ..I thin .I.ty (60) d.v. of r.c.lpt a'
thlt Notlc. bVI
--wrlttan prota.t to the P& Dep.rt.ant of R.v.nue, lo.rd of &ppa.l., Dept. ZIIOZI, H.rrl.burg, P& 17IZI-IOZI, OR
--.lectlon to have the ..ttar det.r.lned at audit of thl account 0' the p.r.on.l r.pr..antatlv., DR
.......1 to the Orphan.' Court.
ADIIl"
ISTRATlVE
CORRECTJONSI
Factual .rror. dl.cov.red on thl. ......aant .hould b. ~r...ad In writing tal PA Dep.rtaant of R'v,nue,
Buraau of " Individual T...., ATTNI po.t A.....-.nt R.vlew unit, Dept. Z10601, H.rrl.burg, PA 17118.0601
Phone (717) 7.7-6505. S.. p,,, , of the bookl.t "'In.tructlon. for Inherltanc. T.. Raturn for a Ra.ldent
Dec~t"' (REV-1501) for an a.pl~tlon of ~lnl.tratlv.lY correctabl. arror..
DISCCUrfTI
If ."v t.. due I. p.ld ..Ithln thr.. (,) caland.r eonth. .ftar the dac.o.nt'. death, . flv. p.rcant (5%) dl.count of
the t.. p.ld I. allowed.
INTEREST t
Int.ra.t I. charged ballnnlna with flr.t d.v 0' delinquency, or nine e,) eonth. end one (1) d.y 'roe the data of
death, to thl data of ,.,.ant. ,.... .....Ich bec... dallnquent be'or. Janu.rv 1, 191Z bear Int.r..t at thl rat. 0'
.1. (6X) parcant par ~ c.lculatad at . dally r.t. 0' .000164. All t.... which bee... delinquent on end eft.r
January I, 19.1 ..Ill be.r Int.ra.t .t . r.t. which will varv 'roe caltndar v.ar to c.l.ndar v.ar with th.t r.t.
~ed by thl PA Dtpartaant of A.venut. The appllcabl. Int.r..t rat.. 'or 1,.Z through 1996 .r'l
~ Inter..t Rat. Dally Int.r..t Factor Vnr Int.r..t R.t. O.lh Inter..t Factor
1911 lOX .ooasu 198' 'X .000247
1911 16X .00041. 19..-1"1 IU .00OJOl
I'" IIX .000101 199Z 'X .0DOZ47
1915 ISX .OOOJ" 1"'-1994 7X .DOOI9Z
l... 10;c .OOOZ74 1"5-1996 OX .DDDZ47
--Intar..t 1. calculated .. followsl
INTEREST . BALANCE OF TAX UNPAID X NUH8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. IlIued .ft.r the t.. beco... delinquent ..Ill raflect M Int.r..t ulcul.Uon to flft.." USJ d.U
beyond the det. of the ......-.nt. If p.YHI1t It .~. aft.r the Int.r... CCMIPUt.tlon det. thown on thl
NoUe., Hdltlonal Int.,.st MI.t be c.lcul.ted.