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I. R.al E,lal.IS,h.dul. AI
2. Slo,\' and BondI IS,h.dul. B)
3. Clallly H.ld Sla,UPa,ln."hlp Inl...., IS,h.dul. q
A. MOIlgag.. Dnd Nol.. Receivable (Schedule 01
.5. Cash. Bonk Oepollh & Mhcellaneoul Penonal Properly
IS,hodul. EJ
6. Jalnlly Own.d Prap..ly IS,h.dul. 'I
7. T,anllmIS,h.dul. GIISch.dul. I)
B. Tolal Gron A,"1s (10101 Un.. ,.7)
9. Funeral EJlpense., Admlnhlrotly. Co"" Miscellaneous
bp.nll' ISch.dul. III
10. D.blt, Marlgag. lIablllll.., U.n. IS,h.dul. I)
11. Talal D.ducllanl(lalat Un.. 9 & 101
12. N.I Valu. 01 E,lal. (Un. 8 mlnul Un. II)
13. Cho,lIobl, and Govtrnmenlol Sequel" (SduuJule J)
U. N.I Valu. Subl.clla To. IUn. 12 mlnul Un. 13)
15. 5pouloI ',on,f,,, Ifor dol.. of dealh cher 6.30.9.&1
St. Instrudlons fa, Ar,pllcobl. Percentagll on R....en.
Sid,. (Indud. votu.. ,om Sth,dul. k or schedul. M.I
16. Amount allln. I.d IOJlobl. 01 6% fole
(Includ. volulI from Sth,dul, K 0' Schedule M.)
17. Amount 01 lIn. lA loxobl, 01 15% ,ole
IInclud. volu.. f,om Sch,dul. k 01 Schedule M.I
18. Principal 10' duo (Add la.lrom tin.. IS, 16 and 17.1
19. C,edill Spoulal Pove,ly C,edil Prlo, Paymenh
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWIAllH 0' "NNSYLY.'NI' (TO BE FILED IN DUPLICATE
OI,.llMIHI or ll"(NUI _ 'l q 1_
1t.."srJI&.l~'1'!llI0601 WITH REGISTER OF WILLSI COUN'YCODE od VEAR ~
( II S ,"I . loUD MIDDU un IA'I OtctllUU.' (OM,UI( ADOlln
LAMBERT OLIVE G. 124 HERMAN AVENUE
W(IAt SICUllfY"UMIII DAtI 0' UIA~oltf 0' IllUt LEMOYNE, PA 17043
208-24-0904 1 /17 /~._112 /22/1900 C.~, CUMBERLAND
"""....,, IU''''''' ,,""u', N'.r ,'U. ,.." 'N' ._r ~",.., TOClAiTlWiiilHuMiii ...ou,,, '((1"'0 ISli 1",,"uerooll'l
n I. O,lglnal R.lu,n 0 2. Supplemental Relu,n 0 3. Remainder Relu,"
(lor dol.. 01 d.alh prior 10 12,13,821
o ... limited Edal. [-1 .co. Fulure In,,,..1 Compromit" 0 s. Fed"al ellat. tax R,lurn R.qulred
- lIar do... 01 d.a,h all" 12.12.82)
~~. 6. Dec,denl DI,d hllote 0 7. Oflcedenl Malnlalned 0 living trUll
(Alta,h copy 01 Willi (Altach 'opy 01 trUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
N COMmit MAIUNO AOOIUS
JAMES M. BACH, ESQUIRE 352 South Sporting Hill ~oad
IIl1'ItONI"U..... Mechanicsburg, PA 17055
Oilcounl
.. .. :1:5.40
20. If lin. 19 Is groolor than tin. 18, .nlor Ih. dill.ronco an lin. 20. lhll Is ,h. OVERPAYMENT.
mo
21. UlIne 18 II greal., I~an line 19. en'e' Ifle dillerence on line 21. lhh II Ih. tAX DUE.
A. Enler Ih, Inl".., on Ih. bolanc. due on lIn. 21A.
8. Enl",h.lolal allln. 21 and 21A an tin. 218. This 1,lh. 8ALANCE DUE.
Mo.. ChIC. Payabl. 10. R.glolor 01 Will., Ag.nl
I >>- >>- BE SURE to ANSWER ALL QUESTIONS ON REVERSE SIDE AND to RECHECK MATH 00( 00( I
Unde, Plnohl.. of perlury. I de do" Ihatl ~a,+,. 'lilomlned 11.11 r,lu,n, Including accolnpan~lng Ich.dulll and Ilallmlnll, and 10 Ih, b.11 01 my ~nowl.dg' and blllel,
II h hUI, correct and comple'e. I dlclare Ihol 011 ftol "'ah, hat been repo,'ed othul marhl valu.. Oecloratlon of p"pare, olher Ihon th. p,nonol "p,...nlollv. II
bolt on ollln'o,mallon of w h prepare' hal Y ~nowled9"
I A I , 0' 'OtlS l OlflU . 1 ~ ADOiUS" O.~, . J1",_ fP~
3819 CHESTNUT STREET, CAMP HILL, PA 17011 ~- ~~ ,_
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rOR OATIS or DIAlH A"fR 12/21" 1 CHICK NIRI
If A SPOUSAL
paVIRTY CRIDIT IS CLAIMID 0
iiiiNUMilR
170
NUMBER
_ 8. Tolal Number 01 Soft O.potU Bo...
(I) 0
(2) 0
(3) 0
(41 0
IS) _$2.,JlJi:;~.J.9.
o
o
(6)
171
$2,065.39
(9)
(101
$269.93
o
181
269.93
1,795.46
Ill)
(12)
113)
IUI
$1,795.46
(IS)
1161_-.!.1,795.46
)(._11
)( .06.
108.00
117)
)( .15 'II
1181
$108.00
Inl"..1
$102.60
119)
(201
Chc.ck IHHC if you brc u~qut'sfl"{j a ,erund of your oVIl.payrucnt.
$102.60
1211
(2IA)
121BI
352 !?_.--pPQR'rING IIILL ROAD, MECIIANICSBURG, PA17055
. ~
~U.C7"11
ITEM
NUMBER
'*'
COMIoIOHWIAl1H a. IINNSVlVANIA
INHEllTANCe tAX UTUIH
.UIDEN'DECIDIHT
LAMBERT, OLIVE G.
1.
A. Funeral Expensell
MUSSELMAN FUNERAL HOME
B,
1,
2.
3.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Prlnl or T e
DESCRIPTION
Admlnlllratlve CostSI
Porsonal Representallve Cammllllons
Social Security Number af Porsonal Represenlallve:
Year Cammlsslans paId
Allarney Fees
family Exemptlan
Claimant
Address af Claimant at decedenl's dealh
Street Address
City
A. Probate Fees
C, Miscellaneous Expensell
1,
2,
3.
4,
5,
6,
7.
8.
Relatlanshlp
Slale Zip Code
TOTAL (AlIa enler an line 9, Recapltulatlan)
(If mare space Is needed, Insert addlllanal sheets of same size.)
AMOUNT
$269.93
S 269.93
/
REV-1547 EX AFP (12-95*
CDHMaNWEALTH OF P(NNSYLVANIA
DfPAATH(HT Of AEvtNUE
IUREAU Of INDIVIDUAL TAXES
DEPT. ZlUDI
HAlAISaURO, Pi 17128-0601
/~)-- Y7-{,
CL-
NOTICE OF INHERITANCE TAX
APPRAISEHEHT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDHS AHD ASSESSHEHT OF TAX
ACN 101
DATE 06-24-96
01-17-96
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PRaPER CREDIT TO VOUR ACCOUNT, SUBHIT THE UPPER PORT IaN aF THIS FDRH WITH YOUR TAX
PAVHENT Ta THE REOISTER aF WILLS. HAKE CHECX PAVABLE Ta "REGISTER aF WILLS, AGENT"
REMIT PAYMENT TO:
JAMES M BACH
352 S SPORTING HILL RD
MECHANICS BURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount Re.Hted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is'4i"Eif"AFP"iIF9!;"j"HiificEucin-NHEififliiici"Ylix"APPRAisEifEHT";"ALi."ciwliNci"iiliU---------"---U
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAMBERT OLIVE G FILE NO. 21 96-0170 ACN 101 DATE 06-24-96
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. Reel E.tote ISchodule Al III
2. Stock. end eond. ISchodule BI 121
3. Clo.ely Held Stack/Partnership Int.r..t (Schedule C) (3)
4. Hartg.g'I/Not.. Receivable (Schedule OJ (4)
5. C..h/Bank Depollt./Hllc. Parlonal Property (Schedule E) (S)
6. Jointly awnod Proporty ISchodulo FI 161
7. Transfers ISchodulo GI 17l
8. Tot.l A...t.
.00
.00
.00
.00
2,065.39
.00
,00
IBI
2,065.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funaral Expen.../Adll. Coata/Hi.c. Expans.. (Schedule H) (,)
10. Dobt./Hortgoge Liobilitios/Lion. (Schedule II 1101
11. Totol Doduction.
12. N.t Valu. of Tax R.turn
13. Charit.ble/Govern..ant.l aequa.t, CSchedule J)
14. N.t Value of E.tat. Subject to rax
269.93
.00
1111
1121
1131
1141
'6Q Q:'I
1.795,46
.00
1. 795.46
If an assessment was issued previOUSly, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Line 14 .t Spous.l rat. (15)
16. A.aunt of Lin. 14 taxable .t Lin..l/Cl... A r.t. (16)
17. A.aunt of Line 14 taxabla at Collataral/Cla.. B rata (17)
18. PrlncJpal Tax Due
NOTE:
.00 X .00.
1,795.46 X .06.
,00 X ,15.
nSI
.00
108,00
.00
108.00
TAX CREDITS:
PAVHEHT
DATE
02"22"96
RECEIPT
NUHBER
AA1l2547
DISCOUNT 1+)
INTEREST 1-)
5.40
AHOUHT PAID
102.60
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
108,00
,00
,00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FaR CALCULATIaN OF ADDITIONAL INTEREST.
I IF TaTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VOU HAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FaRH FaR INSTRUCTIONS. I
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RESERVATIONI E,t,t.. of decedent, dying on or before Dec.~r 12, 19.2 -- If any future Int.r..t In the ,,'at. 1. 'ran,fatred
In poI'I.,lon or enJo~t to Cl... . Ceolla',r,l) beneflclarl.. 0' the dec~t a't,r the I.plrallon 0' any ,,'at. for
II'. or for year., the C~.lth hereby ..pr..,ly r...rv.. the right to IPPr.l.. ~ ...... trana'.r Inherltancl 'ax..
at the l.wful Cl,.. B (colla',ral) r.t. on any luch future Int.r..t.
PUIIPOS[ Of
HOTlCEr To fulfill the r.qulr....,tI of Section 2140 of thll InhtirltMtCI Md Elhl' hx Act, Act ZZ of 1"1. 7Z P.S.
Section 2140.
PA'ntENTI DetKlt the top portion 0' thh Notlc. ... ,ubIIlt with your pnll.,,' to the Rqhtar 0' NUll prlntltd on the tn,r.. Ilde.
uPtllka cNck or .oney order PIY"'.8 tal REaISTER OF MILLS, ACENT
All PIYMfttl recllved ,hill flrst be 1IPP1Ied to ."y Intarut which ..y be dw with .,y r...lnder .plled to the tlX.
REF\ICD (CA)I A nf\.nd of . t.x credit, which .... not reque.t.d on t~ hx A.turn, ..y M r~.ted by c~l.tlng ~ "Appllc.tlon
for A.fund of Penn.ylvanl. Jnherlt~. ~ E.t.ta T.... (REY-IS1S). Appllc.tlon. .r. .v.ll.bl. It the Offlc.
of the A.gI.t.r of Will., any of tha ZS Alvanue Dlltrlct Offlc.l, or by calling the .peclal Z4-hour
an.warlng .arvlca nulbarl far for.. orderlngl In Pann.ylvenl. 1-100-S6Z-Z050, out.lde Penn'Ylvenla and
Mlthln loc.l ~rrllburg .ra. (717) 717-ID94, TOO' (717) 77l-Zl5Z (He.rlng I.,.lred Only).
OIJECTIOHSI Any p.rty In Int.r..t not ..tl.flld Mlth the appr.I",,"t, .llowlnea or dl.allawanc. of deduction., or .....aaant
of tax (Including dl.count or Int.r..t) .. shoNn on thl. Notlca au.t obJ~t within .Ixty (60) day. of ree.lpt of
thl. Nottc. byl
-.wrlttan prot..t to tha PA Dep.rt.ant of A.venu., lo.rd of Appaal., Dlpt. ZIIOZI, ~rrl.burg, PA 171ll-IDZI, OR
--.Ieetlon to haVe the ..ttlr d.tlr.lned at audit of the .ccount of the per.anal r.pr..entatlv., OR
uBPPIal to the Orph."." Court.
AllIUN
JSTRATJYE
CORRECTJONSI
Feetual .rror. dl.cov.r.d on thl. ........nt .hould b. addr....d In writing tal PA Dep.rtaant of A.vlftUl,
lur.eu of Indlvldu.1 T...., ATTNI Po.t A......ant A.vl... unit, Dlpt. Z10601, H.rrlabura, PA 171ZI-0601
Phone (717) 717-6505. Sea paa' S of the bookl.t "In.tructlon. for Inhlrltanc. T.. A.turn for. A..ldent
Oac~t.. (REY-1501) for an ..planatlon of adllnl.tr.tlv'IY corr.ct.bl. .rror..
DISCOUNTI
If ~ ta. du. I. p.ld within thr.. IS) c.lendar aonth. .ft.r the d.c~t'. d..th, . flv. percent (5%) dl.count of
the tax p.ld I. .llowed.
PEKAL TVI
The 15% tlX -.na.ty non-participatIon penalty I. coaputld on tha tot.1 of thl ta. and Intlr..t .......d, and not
p.ld Mfor. Jenuary .1, 1996, the flr.t d.y .ft.r the end of the t.. .-na.ty parlod. Thl. non-p.rtlclp.tlon
pen.lty II ....allbl. In the .... .ennar and In the the .... tI.. per loci II you MOUld appe.1 the ta. and Internt
that has been ......ed .. Indicated on thh notlc..
INTEREST I
Int.r..t I. charaad Mglnnl", with flr.t d.y of d.llnquency, or nine 191 .unth. and ana (1) d.y fro. the data of
death, to the d.t. of p.,.ant. T..a. which bee... delinquent b.for. January 1, 191Z b1ar Int.ra.t at thl rat. of
.Ix I'X) percent par ~ calcul.ted at . dally rat. of .ODOI64. All t.... which bac... dallnquent on and aft.r
January I, 1911 ..Ill ba.r Intara.t at a rata which ..Ill vary froe c.landar yaar to calandar ya.r ..Ith that rat.
announced by the PA D.,artaant of A.venue. ThI appllc.bl. lnt.r..t rat.. for 191Z through 1996 ar.1
I!!! Intera" A.t. D.llv Int.r..t F.ctor !!!r Int.,.st A.t. O.llv Int.rnt Factor
1911 zax .OODS'" 1917 'X .00OZ47
1915 .6X .000411 1981-1991 .U .00asOI
1914 11% .OOD5DI 199Z .% .OODZ47
1915 ISX .00DS56 199'-1994 n .a0019Z
1916 10% .00D274 1995-1996 .X .aaoz47
ulntar..t I. calculated al follOMII
INTEREST . BALANCE OF TAX UNPAID X NU"BER aF DAYB DELINQUENT X DAILY INTEREST FACTaR
....Any HoUc. I..ued .ftar the tIX HeDIN. delinquent will r.flaet en Inter..t calculation to flft.en (15) d.y.
bevond the data of tI'M ......Mn\. If P'YNnt II _ad. .ftar the Intarllt co.put.Uon d.ta shown on the
NoUc., addItional Intarllt au.t b. calculat.d.