HomeMy WebLinkAbout96-00172
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
*'
COMMONWUlTH O' PENNSYLVANIA
DEPARTMENT O' REVENUE
DEn. 210601
HAUllIUIO..... 17121-0601
o Nt' NAM llA'. II . AND MIDDU INITIAll
8
iii
III
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SOCIAll!CUllfT HUMIU
172-01-4048
DAIl Of DIAT"
01/28/96
15-87- g
-r
.-
pf "''''lCAllIl "'1'tMNO UOUU.. HoUIlllA", '"" AHD /IIIDOlI tHlfIAll
fOR DAns 0' DlAfH AFTlR 12/31191 CHICK HII
If A SPOUSAL
POVIRlY ClIDIl IS CLAIMID 0
fill HUMIIR
DAuer'IITH
0/29/07
21-96-0172
COUNTY CODE
ClerOIN 'S COM'UIl ADD_ U
Church of God Nursing Home
801 North Hanover Street
c~ r1is1e, PA 17013
AMOUNT RrCIIVID IUlINS'.UClIOHSI
YEAR
o 3. Remainder Return
(for dolo. of doalh prio, 1012,13.1
o 5. F,d,ral Ella't To. R,lurn Requlrea
.Q.. 8. Tolal Number of Soft D.posit Sou
!XII. Originol R.lurn 0 2. Suppl.m.nlol R.lurn
o A. Umll.d ella't 0 40. Futur. Inl.,... Comproml..
(for dOl.. of d.olh oh.. 12,12,821
o 6. Dec,d,nt Di,d r.,toll 0 7. D'Cld,nt Maintained 0 living Trult
IAhoch copy of WillI (Ahoch copy of f ru"1
~u.:COIIESPONDlNa'ANDCONFlDENTlAL TAX INFORMATION SHOULD III DIRECTED TO. . -..
HAMI COMPUn MAIliNG ADOanS
ULI'HONI HUMII.
243-5513
x
o
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::5
~
III
..
I. Roal ElIOII (Sch.dul. Al
2. Slocl<s ond Bond. ISchedul. 8)
3. OOllly H.ld SloclcJportn...hlp Inl....1 ISch.dul. q
~. Mortg08" and No'.. R.uivobl. (Sch.dul. 0)
5. Cosh, Bank D.pollts & Mlsc.llanlOus P,nonal Property
ISchedul. EI
6. Jointly Own.d Prop.rty (Sch.dul. F)
7, T,on.f... ISchedul. GIISch.dul. LI
8. Total Gro.. A.llt_llalal Un.. 1.7)
9. Fun.ral EXP'""', Administrative Cosl., Milc.llan,ouI
Exp.nll' ISch.dul. H)
10. D.b", Mortg08' Uobilili.., U.n. (Sch.dul. I)
11. f 0101 D.dudion. (10101 Un.. 9 & 101
12. Nil Volu. of E,'ol.IUn. 8 minus Un. 111
13. Charifabl. and Governmental B'qUllt. (Sch.dul. JI
U. N.I Volu. Subl.d 10 Toa (Un. 12 minu. Un. 131
15. SpoulGl fron,lo.. (fo, dol.. of d.olh oh.. 6-3D.9~1
5.. In,'rudlans for Ar,pllcabl. P,rc.ntag. on R.v.ne
Sid.. (Indud. volu.. 'om Sch.dul. K 0' Sch.dul. M.I
16. Amount of Un, 1 A taxabl. at 6% rat.
(Indud. volu.. from Sch.dul. K 0' Sch.dul. M.I
17. Amount of Un. IA faxabl. at 15% rot.
Ilndud. volu.. from Schedul. K 0' Sch.dul. M.I
18. P,incipolloa du.(Add loa from Un.. 15, 16 ond 17.1
19. Cr.dit. Spousal Poverty Cr.dit P,ior Paym.nts
+ 4.456.13
-"'. .
Flower, Morgentha1, Flower & Lindsay
11 East High Street, Carlisle, PA 17
(1)
( 21
131
I~ I
(51 39.862.13
(61
171
IBI
39.862.13
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(91
1101
7,R41 R?
663.86
1151
116)
(171 31,356.50
(111 8,505.80
1121 31,356.50
1131 0
IUI 31,356.50
)C._-
x .06.
x .15 . 4,703.67
1181 4,703.67
1191 4,703.67
(201 0
Discount
+247.54
Inr.r'SI
20. If Un. 19 I. graolo, Ihon Un. 18, .nl.. Ih. dil/...nu on Un. 20. Thh I. Ih. OVERPAYMENT,
110
CIU'ck hell' If you Ole lequc'Io'ln9 a relund of your overpayment.
o
(211
121AI
(21BI
21. If Un. 18 Is gr,ol.r thon Un. 19, .nt.r Ih. diK.r.nc. on lint 21. Thi, i, th. TAX DUE.
A. Enl.r ,h.lnl.r", on the balance due on line 21A.
8. En... ,h. 10'01 of Un. 21 ond 21A on Un. 218. Thio i. ,h. BALANCE DUE.
Mok. ChICk Payabl. to, R.gl.t., of Will., Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH 00( 00(
Und.r p.nalti" of p.rlury, I d.c1ar. that I have .xomin.d ,his r.lurn, including accompanying sch.dul" and ,tat.m.nh. and 10 the b.II of my ~nawl.dg. and b.li,
it Is 'ru., carflCl and compl.t.. I d.clar. ,hat all flal "tot. ha, b..n r.portecf at true mark.t valu.. Declaration of pre parer olh.r than ,h. p.nonal r.pr...nloliv.
bos.d on 011 information of which prepor.r has any knowl.dg..
SIGNAI~f'lUONIUPO"4,\. Illl'Ol/lllNr IU IU$ A Street DAn
/C-<t:': /,' 'd ,U,~/t' Ca 04/ /Z /96
NAIUI( 0' 'IH: IU HE.. THAN "raUlNT"IIYl 11 East High Street DAn
, x.. Carlisle. PA 17013 Jl4.//7 /96
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
_'AIfH 0' 'INNSY\VAN'A
IHHutTAHCI TAX SnulH
IUlDINT DICIDINT
Please Print or 'F e
F E NUMBER
21-96-0172
Hall, A1verta G.
lAII ~ ....'1, ....... with ,he lIthl 01 Sumwnhl, mu.I be d......... ... Schedu" "
ITEM
NUMBER
DESCRIPTION
1. Certificate of Deposit No. 8100810125, Dauphin
Deposit Bank & Trust Company
Interest accrued to date of death
2. Checldng account No. 0040285537, Dauphin Deposit
Bank & Trust Company
Interest accrued to date of death
3. Savings account No. 4915702596, Dauphin Deposit
Bank & Trust company
Interest accrued to date of death
See attached letter for items 1-3 above
(Anach additianaIS',C," )( 11" Ih..ts if more .pace II n..d.d.)
VAWE AT
DATE OF DEATH
-
$ 15,000.00
5.11
10,609.43
7.00
14,202.90
37.79
S 39,962.13
II~lilllhtl"lI
Please Print or Type
M
21-96-0172
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
C~ONWfAUH 0' PENNSYLVANIA
INHUltlNCI TAX IfTUlN
USIDfNT DECEDENT
Hall, Alverta G.
ITEM
NUMBER
A. Funeral Expensesl
B.
2.
3,
A.
C.
1.
2.
3.
A.
S.
6.
7,
8.
DESCRIPTION
1.
Myers Funeral Home, funeral
2.
Rolling Green Memorial Gardens, Inc., cemetery lot
AdmInistrative Cosll:
None
1. Persanal Representative Cammlsslons
Saclal Security Number af Persanal Representalive:
Year Cammilllans paid
Allarney Fees
Flower, Morgenthal, Flower & Lindsay
Family Exemplian
Claimant
Relationship
nnnc.
Address af Claimant at decedent's death
Street Addrell
Cily
Slale
Zip Cade
Probate Fees
Register of Wills, letters of administration
Mlseellaneaus Expensel:
The Sentinel, advertising letters
Cumberland Law Journal, advertising letters
Register of Wills, filing inheritance tax return fee
Allowance for closing costs
TOTAL (Also enter an line 9, Recapitulalian)
(II mare space Is needed, insert additional sheets af same size.)
AMOUNT
4,555.00
970.00
1,993.11
74.00
74.71
60.00
15.00
100.00
,-
5 7 841.82
IIV.lsn I" (1-871
ESTATE OF
ITEM
NUMBER
\.
2.
3.
4.
5.
ITEM
NUMBER
W
COMMOHWIALTH Of ,INNlnVANIA
INMllnANCI 1AII''''IN
IUI0lN'f'lelDIN1
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-96-0172
Hall, Alverta G.
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
6.
A. TOkabl1 Blqu..U:
Ralph Shenk Brother
341 "A" Street, Carlisle, PA 17013
Rose Hobbs Niece
504 W. Main Street, Thomason, GA 30824
corrine Wilden Niece
1578 Clinton, Apt. 3, Muskegon, MI 49442
Janice Keene Niece
Royalton, Pennsylvania
Helen V. Shenk Myers Niece
R.D.il, Box 352, Loysville, PA 17047
John W. Shenk Greatnephew
R.D.il, Box 400, Shermansdale, PA 17090
Donald E. Shenk Greatnephew
810 New Bloomfield Rd., Duncannon, PA 170 0
Vicki M. Shenk Rockwell Greatniece
R.D.i2. Box 53, Loysville, PA 17047
James L. Shenk Greatnephew
R.D.#2, Box 280B, Newport, PA 17074
CONTINUED ON ATTACHED SHEET
1/3 res.
;
estat r
estat \
!
1/9 res.
i
1/9 res. estat \
\
1/9 res. estat
1/12
res.
i
esta \
esta I
I
I
1/60
res.
1/60 res.
7.
1/60 res.
8.
1/60 res.
9.
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B, Choritobll and Governmlntal Blqu..U:
\,
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha Inll' an linl 13, Recapilulatian) S
(If mar. spaco Is n..dld, Insert additional sh..ts of same sl,,)
IIY,IIIII.. 1J.t7)
ESTATE OF
ITEM
NUMBER
16.
17.
18.
19.
ITEM
NUMBER
I.
~
eaolAAl,)NWIAUH Of ,IHHlnYAH1A
INHlltJANel ,.... InUIN
IIIIDINI tICIDIN'
CONTINUED - PAGE 2
SCHEDULE J
BENEFICIARIES
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
21-96-0172
esta I
I
;
esta I
I
i
,
esta I
I
esta I
I
i
esta I
I
res. esta I
I
res.esta I
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,
FILE NUMBER
Hall, Alverta G.
A. To.ablo Boquo""
11.
Roy E. Shenk
303 Sand Bank Road, Mt. Holly Springs,
Frank C. Myers, Jr.
1235 Mountain Rd., Newburg, PA 17240
Joan L. Myers League
878 Sheehan Avenue, New Carlisle, OH
Jay W. Myers
42 Seavers Road, NewVille, PA 17241
Donna Kay Shenk Zeigler
Pl O. Box 1221, Mechanicsburg, PA 17055
Nancy Lee Shenk Gross
R.D.'2, Box 376A, Liverpool, PA 17045
Jean Elizabeth Shenk Stitt
1340 Mountain Road, Newburg, PA 17240
Theodore E. Shenk
R.D.'2, Box 345"A"3, Newburg, PA 17240
David E. Shenk, III
R.D.'2, Newport, PA 17074
reat grand
nephew
reatnephew
17065
reatnephew
12.
13.
14.
reatnephew
15.
reatniece
reatniece
reatniece
reatnephew
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Goyernmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o onler on line 13, RecopilulOlion)
/If me'e IpOCO Is n..dod, Insort additional Ihools of lomo Ilro)
AMOUNT OR
SHARE OF ESTATE
1/60 res.
1/36 res.
1/36 res.
1/36 res.
1/60 res.
1/60 res.
1/60 res.
1/60
1/180
AMOUNT OR
SHARE OF ESTATE
S
"
IIV.IIUllt (1.&11
~
CO....ONWtAUH 01 ,iNNlnYAN..
""IIYAHCI ,UlnvtN
lUIOINt CICIDI"I
CONTINUED - PAGE 3
SCHEDULE J
BENEFICIARIES
PILE NUMBER
mATE OP
ITEM RILAnONSHIP AMOUNT OR
NUMBER NAME AND ADDRESS OP BENEFICIARY SHARE O. ESTATE
A. Ta.abl. BequII'"
20. William L. Shenk Great grand 1/180 rea.est
E.A. - C.H. 47, Flight Simulator, Unit 15 67 nephew
APO - AP 96271-0442
2l. Robert E. Shenk Great grand 1/180 rea.est
1901 "A" Hoover Avenue, Allentown, PA 181 3 nephew
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Gavernmenlal BequIIIS:
1.
None
o
i.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o enlt' on line 13, Rtcapitulalion)
(If mare spaCl II nud.d, Inllrt oddltlanal shu'" af 10m' IIz.1
s
o
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE: 213 MARKET STREET. HARRISBURG. PENNSYLVANIA 17101
n7 2~S.2121
Decedent Confirmation
Name: Alverta G. Hall
Social Security No.: 172-01-4048
Date of Death (000): 01/28/96
AcccxI1t No. 8100810125 0040285537
Type Certificate of Deposit Checking
Date QJened
or Issued OS/26/95 02/10/72
Date Closed
or Matured 06/26/96 (Maturity)
4915702596
saVings
OS/26/71
Date of Death
Balance .15,000.00
PUJS
Date of Death
Accn.ted Int. $5. 11
Joint Olners
(if any) None
.10,609.43
.14,202.80
$7.00
$37.79
None
None
Date of Joint
OlIlnershi p
Special no tnts: N/A
Addltlanel Inf..,..tlan avenable at '20.00 per hour. one hour .Inl_,
Date Prepared: March 21, 1996 Prepared by: Carolyn A. Berkebi Ie
CUstaner Management Information Dept. (a.lI)
Page 1 of 1
Telephone No. (717) 255-2054
FaMl 00-020-2IS (R!V 7/18)
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,
RECEIVED FROM,
&
ACN
ASSESSMENT III
CONTROL ~
NUMBER
AMOUNT
FLOWER JAMES D JR
11 EAST HIGH STREET
101
...,"06.1~
CARLISLE, PA 17013
ESWE INFORMATION,
!II fl NUMBER
Y 21-1996-0172
!II NAME Of DECEDENT (lAST)
Iii HALL ALVERTA G
I DATE Of PAYMENT
B POSTMARK
COUNTY
SSN 172-01-4048
(FIRST) IMII
REGISTER OF WILLS
t
I
1
,
.1
':1
. ii
m TOTAL AMOUNT PAID .4 . 4~6 . 13 i
VZ '\
r , .
RECEIVED BY Jj lit!, } / it", '/'/ !-.~ u. i.
tr j l:GNful!,/ ._
MARY C. L~WIS 0)f;(.;)~I~,,7.l
REGISTER OF WILLS 'I
CUM8ERLAND
DATE Of DEATH
REMARKS
SEAL
RALPH L SHENK
C/O JAMES D FLOWER JR ESQ
CHECK II 6
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REV-1S47 EX AFP 112-95*
COHHOHWEALTH 01 PENNSYLVANIA
DE:PAATPtEH' OF A[YOU:
IURfAU Of INDIVIDUAL TAXES
DOT. :la601
HARRISBURC, PA 17.'1-0601
t!v-
ACN 101
NOTICE aF IHHERITANCE TAX
APPRAISEHENT. ALLaWANCE OR OISALLaWAHCE
OF DEDUCTIaNS AND ASSESSHENT OF TAX
DATE 08-05-96
E FILE NO.
DATE OF DEATH 01-28-96 COUNTY CUHBERlAND
NOTE. TO INSURE PRaPER CREDIT Ta VOUR ACCaUNT, SUBHIT THE UPPER PORTION OF THIS FaRH WITH VOUR TAX
PAYHENT Ta THE REGISTER OF WILLS. HAKE CHECK PAVABLE Ta "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
JAHES D FLOWER JR
flOWER ETAl
11 E HIGH ST
CARLISLE PA 17013
REGISTER OF WIllS
CUHBERlAND CO COURT HOUSE
CARLISLE. PA 17013
A.ount R..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:i547"E'j[-"FP--ii'F9sY"iiij'ficEucii'-YNHEiiifANCE-i'AX-iippRiiisEilEiir-,--,m-ciiiANcE-oli-u-------mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HAll AlVERTA G FILE NO. 21 96-0172 ACN 101 DATE 08-05-96
If an assassmant was issuad praviaus1y, linas 14, 15 and/or 16, 17 and 18 will
raflact figuras that includa tha total of ahh raturns assassad to data.
ASSESSHENT OF TAX:
15. A.ount of Line 14 .t Spou..l r.te 1151
16. A.ount of Llna 14 taxable at Lln..l/CI... A rat. (16)
17. A.ount of Llna 14 taxable at Collateral/CI... 8 rat. (17)
11. Principal Tax Due
TAX RETURH WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel E.tete ISchedule A) 11)
2. Stock. end Bonda (Schedul. B) (2)
3. Clos.ly Held stock/Partnership Intar..t (Schadul. C) (3)
4. "ortgag.,IHot.. Recelvabl. (Schedule DJ (4)
5. Ca.h/Bank Dapollt.'Hllc. Parlonal Property ISchedule E) IS)
6. Jointly Owned Property ISchedule FI 161
7. Tranafers ISchedule C) (7)
8. Totel A..et.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Fun.rel Expen.../Ad.. Co.ta/HI.c. Expen... ISchedule H) (9)
10. Debt./Hortg.ge Liebilitie./Lien. ISchedule II 1101
11. Totel Deductions
12. Het Valu. of Tax Raturn
13. Charitable/Covern-ent.l Beque.t. (Schedul. J)
1~. H.t Valua of Estat. Subject to Tax
NOTE:
TAX CREDITS:
PAVHENT
DATE
04-17-96
RECEIPT
NUHBER
AA1l2744
DISCaUNT 1+1
INTEREST I-I
234.53
I CHANGED
.00
.00
.00
.00
39 .862 .13
.00
.00
IBI
39.862.13
7.841,82
663.86
1111
1121
1131
1141
R.~n~ Rn
31.356.50
.00
31.356.50
.00 X ,00.
,00 X .06.
31.356.50 X .15.
1181
,00
,00
4.703.67
4.703.67
AItOUHT PAID
4,456,13
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYHENT MUST BE MADE BY 10-29-96-,
4.690.66
13.01
.00
13,01
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIaN aF ADDITIaNAL INTEREST.
I IF TaTAL OUE IS LESS THAN '1. NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). VOU HAV BE DUE
A REFUHD. SEE REVERSE SIDE aF THIS FaRH FOR INSTRUCTIONS.)
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RESERYATlOHt
E.I.I.. of do..d.nl. dylno on or bofor. 0......' lZ, 19.Z -- If ony fu'ur. Inl.r..1 In IhO ..1." I. .,on.f."od
In 'o.....,on or onjo..... '0 CI... I (..,I.I.r.11 b...fl.l.rl.. .f ,h. d..od.n' .f..r ,h. ."Ir"lon .f on. ...... '0'
Ilf. .r f.r V..,., lho Co.......I.h h.r.by ."r."'Y ,...r..' .h. rlon' .. ."r.I.' end ...... "on.f., Inherl..... I.'.'
at the lawful el..' . (collatarsl) rat. on InY such future lnt.r..t.
_EOf
HOTICEt
10 fulfill thl raqulr...nt. of Slctlon Zl~O of thl Inheritance and E,tBta TIK Act, Act ZZ of 1991. 72 P.S.
Sactlon ZlU.
O....h .h. 'op por.lon .f .hl. Ho.I.. ond .ub.11 .llh your ,.y..nl I. Ih. R..I,'.r .f Will. ,rlnl.d .n IhO ,...,.. .Id..
.-Kekl check or ~" order plyabh tal REGISTER OF MILLS, AGENT
oil ,.....u ".ol.od ....11 fl,,1 b. ."II.d '0 ony In.....1 whl.h ..y b. duo .lth ony "..Indor ...11.. I. Ih. to"
o ,.fund .f . I.' .rodl., whl.h ... nol ,.....I.d on ,hO I., R.lurn. ..y b. ,.....I.d by ....'.11.. on .0.,11..llon
for R.fund of Pennsvlvanla Inherltenca and Estata 'IX" CREV-IlIS). Application, .r. avallabla at thl OffiCI
of the RIgl,tar of Will., any of the Z3 Rav.nul District O"lc.., or by calling thl .~cl.1 Z~.hoUr
8n1.arlng ..rvlel ~.r' for for.. ordarlngl In Pennsylvania 1-800-]6Z-2050, out, Ida penn,vlvanla and
within local Harrisburg .r.. (711) 117.80", TDD' (111) 17Z-ZZSZ (Hllrlng I~.lrad Only).
Any ,.r.y In Inl.r..1 nol ...,.fl.d .llh lho ..'r.I....nl, ,"ou.... .r dl..11...... .r d.ducllon.. .r ........nt
of I., (Inel..l.. dl..ounl .r Inl.,...1 .. .ho" on Ihl. Holl.. .... .bj..1 .llhln .1,ly (.., d.,. .f r...I,1 of
this Hottcl by;
_..,111.. "01..1 10 IhO ,. o.,.rl..nl .f ....nu., 'o.r. of 0"..,., 0.,1, ZIIOZI. H.rrl.bUr., ,. 11IZS.'OZI. DR
.-.lactlon to hava tha .attar datlralnld at audit of tha .ccount of tha par.onal rapr..ent.tlva, OR
.-appa.l to thl Orphen.' Court.
Pln€HTs
AEflJtD (CRh
. OIJECTlOHSI
AllOOIH
ISTAAllvE
CQAAECTIOHSI
Factu.l .rror. dl.cov.rad an thl. ~".7...nt .hould b. .ddr....d In wrltlna to; PI D.p.rt..nt of A.venu"
Buraau of Indlvldu.l T...., IT1H: pa.t 111....ant Aavlaw unit, Dapt. ZI0601, Harrllburg, PI 171ZI-0601
Phone (111) 117-6505. S.a'p.gl S of the bookl.t "In.tructlon. for Inh.rltanc8 Tlx R.turn for' RI.ldant
OIcedant" (REV-1501) for en I.plenltlan of ad.lnl.tr.tlvalY corrlct.bll .rrar..
,f ony ... duO ,. ,.Id .llhln Ihr" (51 ..l.n..r .onlh. .fl.r Ih. d...d.n1'. ...Ih, . fl.. ,.r.onl (SXI dl..ount of
the t.x paid is allowed.
lh1 15X t.. .-n..ty non-participation pen.lty I. caaput.d on the total of thl tlx and Int.r..t .......d, and not
,.Id b.f.,. Janu"y I', I..., IhO fir.' ..y ...., lho .nd .f IhO I.. .....Iy ,.rlod, Ihl. non-,.rll.".llon
,...'Iy I. .....1..1. In IhO .... .ann.r end In Ih. lho .... II.. ,.rlod .. you .ould .".., ,h. I.. end In..,..1
that h.. ba.n .......d a. Indlcat.d on thl. notlc..
tnt.rl.t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (.1 aonth. end on. (1) d.y frol thl d.t. of
d..lh, 10 Ih. d... .f '....nl, Jo,.. whl.h ....... d.II......1 bof... J....ory I, I90Z b..' In lor'" .. IhO ..I. .f
.he (6X) p.reant p.r annutI c.lculated at a dally rat. of .DDOI"'. All tl." which b'c,,' d.llnquent on end aft.r
Jenuary 1, 1'12 will baar Int,r..t at a rat. which will v.ry fr~ c.l.ndar y.ar to calandar yaar with that rata
announcld by thl PI Dlpartaant 0' R.vlnue. Thl appllcabla lnt.r..t rat.. for I'.Z through 1..6 .ra:
'!!!! tnt.r..t A.t. D.lly tnt.rut r.ctar ~ Int.r..t A.ta DallY Int.r..t Flctor
,..Z ZOX .ODD5'" 1..7 'X .000l47
1915 lOX .ODDUI . 1....1..1 UX .OOUDI
I'" UX .0DDlDl 1.92 9X .DOOZft7
1915 In .000156 1991.1.94 1X .OODI.Z
1.16 lOX .ODDU' 1995.1". .X .00OZ47
--lntlrllt is calcul.t.d .. fallo"'s
IlITEREST . BALAlICE OF TAX UNPAID X lIUlIBER OF DAYS DELIHQUElIT X DAILY IHTEREST FACTOR
.-Any Hotlc. 1.lued .ft.r 'hI t'll b.cOll' dlllnquent will r.fl.ct en 'nt.r..t calcul.tlon to flftl.n liS) d.y.
beYond thl d.t. of thl .......ant. If ply..nt I. lad. .ft.r the Int.r..t coaputatlon data .hown on thl
Hottea, addltlonll Intlr..t ..."t be calcul.t.d.
DISCOUNT I
PlHAl TV;
IHIEAEST I
.
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, -.1
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REV-1547 EX AFP 02-95*
~&lTH OF PENNSYLVANIA
IlEP"'TIIOfT OF _IOJE
ILREAU OF INDIVUIUAL TAXES
IlEPT. ZSO'OI
HAARISIUAC, PA 17128-D601
ACN 101
NaTICE Of INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
aF OEDUCTIaNS AND ASSESSHENT OF TAX
DATE 00-05-96
o FILE NO.
DATE OF DEATH 01-20-96 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER CREDIT TO yaUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YDUR TAX
PAYIlENT TO THE REGISTER OF WILLS, HAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
JAHES D FLOWER JR
FLOWER ETAL
11 E HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..ltted
\ ~.:. \
CUT ALOIIG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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JatKh ~h. top portion of \hI. Notlc. IiI'Id ,ubIIlt with vour PIYHI\t ... pI.,lllla to the n.. end Itddren
pdntlld on the ..her.. .Ide.
If RESlDENI Dr.::! DUIT aako chack or 110M" ordu ,..,Mll. tOI REGISTER OF WILLS, AOOO.
If HOH-R[SIDDn DECEDENT uk. check or .oM., order ,..,abl. tal CotltOHWEALTH OF PEtlfSYLVAHIA.
All p.,..," rec.l* shall be .plied flnt to MY "lnt.r..t which ..y be due with en., r...lncs... eppUed to the ....
REfUND (CRh , r.hnI of . tax credit, which .... not r.....t... on the T.. Return, "1 be raqullt..t by co...htlng en
"AppllcaUon for AI""" of PIM.when.a J......,...nc. end E.ht. h." (REV-nU). application. ar. Iv.llMl, at
~ OfficI of the R..l.tl.. of Will., en., 0' t~ lJ A.venue DI.trlot OffIcI. or fro. the Deplrt.-nt'. Z4-hour
.,.......1"1 ..~lc. ~r. for for.. orderlngl In Penn.,lven.. l-IOO-)6Z-Z050, out.lde Penn,vlvenl.
end within local Harrl.burg .r.. (717) 7.7-1094, TOO' (717) 71Z-ZZ5Z (HearIng l.,.lrlld only),
REPLY Tal DutllUon. reprdlng arrors conhlned on \hr. notlc. Ihould M Mdr...... tOI PA o..rtMf'lt of R.v....., lur...
of Indlvl~ual T'k.', ATTNI po.t A......-nt R.vlew unit, Dept. 210601, Harrllburg, PA 171ZI.0601, phone
C?17) 717.6505.
DISCOUNTI
If WlY tax 'JJ.K; I. p.ld .,lthln thr.. (5) c.ll1ndar'Hnth. aft.r the dtelldent". cM.th, . flv. ,.rcent n~n dhcCM\t
of tM tax paid Is .Uowed.
PENALTY. .
TM Ig tax MM.ty non.p.rtlc1p.Uon peNlty It CHPUted on tht tot. I of the talC Met Int.r..t ......ed, end not
p.ld befor. January 11, 1996, tM flr.t d.y .ft.... thII aNI of thl talC aMII.ty parlod.
IN'ERESTI
Int.r..t 1. chargad b.;lnnlng .,Ith flr.t day of delInquency, or nine (9) eonth. end one (1) d.y froe tha date of
duth, to the dIIt. of p.YMftt. Tlk" ""lch bee... dIIllnquant befor. January 1, 1912 b..r Int.r..t at thl r.t. of
.he (6X) parc.,t per amua calculated at . dally nte of .000164. AU t.~.. ""Ich bee... delinquent on Met .ftar
January I, l'IZ .,111 bear Int.r..t at . r.t. ""Ich will v.ry froe c.landar y..r to calendar y.ar wIth that rat.
lnnQUnCed by the PA Dep.rtaant of R.venut. The appllcabl. Int.r..t rat.. for 19.2 through 1996 .r'l
.
. .
V..r Int.r..t Rat. DallY Intara.t factor
Ya.r
Int.r..t R.t.
Dally Int.r..t FlCto~
Ull lOX .00OS41 1917 tX .G002U
1915 IU .0004S1 1911.1991 IIX .00UOl
1914 IIX .OOOUI 1991 9X .000247
Ins ISX .00OS56 1995.1994 7X .00019Z
1916 lOX .000274 1995.199. tX .oaozo
--Int.r..t I. c.lcul.ted a. followlI
INTEREST . eALAIlCE OF TAX UllPAID X NUHeER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-"Any MoUc. I..ued .ft.r thl talC bec:0II.. delinquent will reflect an Int.r..t e.lcul.tlon to flfhan US) d.n
btiyond the d.t. of tha ...........t. If p,YMftt I. ucM .It.r the Int.n.t e~tatlon det. thowt on thll
Notle., 8ddltlonel I~t.r..t .u.t be c.lculatld.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:~_ C' ~
Date of Death: I....~ 'J./.
Admin. No. :2 ( -; (' - 0 / 7 ~
Will No.
Pursuant to Rule
Court Rules, I report the
the administration of the
6,12 of the Supreme Court Orphans'
following with respect to completion of
above-captioned estate:
1. State whether administration of the estate is complete:
yes-i-- No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No ~
I
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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