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ANTIIONY T. MdlETl1
,\1'11111 NI Y M I^W
.1117 NORTlII'It( )~T STltlrr
CAMERON MANSION
IIARRISIUlIUi, 1',\ 1'11I1
1'111 ):\:1, ("~, ~ ;N. \MU,
h\XI~l",.!Hi.\'i'"
March 28, 1996
Register of wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Attn: Cheryl
Re: Ida L. Smith, Deceased (Date of Death: December 31, 1995)
Dear Cheryl:
Enclosed is the original and two copies of the Inheritance Tax
Return for the late Ms. Smith. All of her property was jointly
owned with her son, David. He signed the Inheritance Tax Return as
survi ving joint tenant. We will not be formally opening an estate.
Enclosed are two checks from my trust account. The first is
made payable to the order of the Cumberland County Register of
Wills for Fifteen ($15.00) Dollars, representing the filing fee.
The second is made payable to the Cumberland County Register of
wills, Agent, in the amount of One Thousand Six Hundred and Two
($1,602.00) Dollars, representing the inheritance tax.
Please file and docket this Inheritance Tax
accordance with your rules and customs. please return a
time-stamped, with your file number appearing thereon.
for your fine service.
Return in
copy to me
Thank you
Sincerely r~. /'
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f..fl'"tJ4v-''f-.. lv 0-}c:_Cl
Anthony ~jMcBeth, Esq.
ATM:drr
Enclosures
cc: David R. Smith (with billing and copies of statements as
provided)
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, fOR DAns Of DIAlIl AnlR 12131/91 C!lICK lURE
If A SI'OUSAL 1-_.1
POVERTY CRIDIT IS CLAIMlD
.--.--...---.. -------------
FILE NUMBlR
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COMMONWIAllll Of rltHl!)YlVAfol^
D(PAIIIMI!H QlIUVWU(
OIPI,180t.Ol
__J~AAA)~~~A~~'A _'?l,1_B_'OWI
OICIOlUI-~ NAMIII"~'. fllt~l. At~U MILHHlltOlllAl1
Smith, Itl;) I,.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS) Icourm COO[ cJ,../
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C;lIIlP II i 11; FA 17 II 1 1
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Romaindo1 Rolurn
(lor dolo. 01 doalh prior 10 12.13.82)
Fodoral E\lolo Tax Rolurn Roquirod
~ 1. Original Rolurn
o 4. limitod blalo 0 40. Fuluro Inloroll Compromi\o
(for dalo\ of doalh allor 12.12.02)
Kl 6. Docodenl Died T 0.1010 0 7. Docodonl Mainlainod 0 living Trust
(Anach copy 01 Will) (Anach copy of Tru'l)
ALL'CORRESPONDENCE (AN oiCONFI D ENTIAL. TAX' INFO RMA nON ;SHOU LD BEi DIRECTED iTO: \,' .,'1 .f,. '~::11''-)i.\Ij\l:<1.I' ~~~;
NAMl COMPLLH MAllltHi "OOR[~$
Anthony T. McBeth, Esquire 407 North ~ront
HlVHONlNUMllR ll~rrisburg, P^
717) 238-3686
[J 2. Supplomontal Rolurn
Tolal Numbor of Safo Doposil Boxos
Street
17101
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1. Roal E"alo (Schodulo A) ( 1 1
2, Stack. and Band, (Schodulo B) ( 2)
3. Clo,oly Hold Slock/Parlnanhip Inlorost (Schodulo C) ( 3 )
A. Morlgago\ and Nato, Rocoivoblo (Schodulo 01 I A )
5. Cosh, Bonk Doposil\ & Miscollanoou\ Pononal Proporty (5)
(Schodulo EI
6. Joinlly Ownod Proporly (Schodulo f) I 6 )
7. Tran,fo" (Schoduto G) (Schodulo L) (7)
O. TOlal Gron Anol\ (Iolallino' 1.71
9. Funoral Expanso\, Admini,lralivo COSII, MilCo\lonoou. (9)
Exponsas (Schedulo HI
10. Dobu. Morlgago liabililios. lions (Schodulo I) (101
11. TOlal Deduclions (rolallino\ 9 & 10)
12. Nol Value of E\lalO (lino 8 minus lino 111
13. Charilablo and Govornmonlal OoquoU\ (Schodulo JI
1.4. Not Valuo Subjoct to Tax llino 12 minus lino 131
15. Spousol Transfon (for dalos of doalh ahor 6.30.9AI
Soe Instructions for Applicablo Porcentago on Rovono
Sido. (Includo valuos from Schodulo K or Schodulo M.)
16. Amount of lino lA taxoble at 6% ralo
(Includo valuo\ from Schodulo K or Schodulo M.l
17. Amount ollino 1.4 laxablo at 15% ralo
(Includo valuos from Schedulo K or Schodulo M.)
10. PrincipolraK duo (Add lox hom lino\ 15, 16 and 17.)
19. CrodiU Spousal Pavorly Crodit Prior Paymonll
+
20. If lino 19 is groalor Ihon lino 18, onlor Iho difforonco on lino 20. Thi\ is Iho OVERPAYMENT.
m 0 "elrn~i('III...I~l'I'.'H'.II.'I'l'I'1 "hI~...II.'Ittr.r.II":'J"Tl'III.'l.'l'U~'.l"I'I'I-
(II)
(12)
(13)
(lA)
x._= -
x .06 =
x .15 =
(10)
(191
1201
(211
(21A)
(21B)
29,176.00
365.00
(0 )
719.00
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(15)
(16) 28,092.00
(171
Di\Counl Inttlfo\1
+ 84.00
21. If lino 18 is groalor rhan lino 19. onlor tho dilforonco on line 21. This i.lho TAX DUE.
A. Enlor Iho inlorolt on rho balanco due on lino 21 A.
8. Enlor rho 10101 of linD 21 and 21A on lino 218. Thi\ is tho DAlANCE DUE.
Make Chuk Payable to: Reglst.r of Will., Aglnl
29,176.00
1,084.00
28,092.00
-0-
28,092.00
-0-
1,686.00
-0-
1,686.00
84.00
1,602.00
-0-
1,602.00
Uy.l)Oft.. 112-111
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'f;,.JifJJt$
COMMONWlAUtt Of PtNNSYLVANIA
INtl[RIlANC[ TAl( R[fUMN
RfSIDUH ctCtDtHf
SCHEDULE F
JOINTLY-OWNED PROPERTY
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fiLE NUMBER
-~--------=-=..-_._._._-~._- -----
ESTATE Of
Ida L. Smith
Joint tonanlls),
----------
RELATIONSHIP TO DECEOENT
Son
NAME
A. David R. Smith
AODRESS
8A Richland Avenue, #203
Camp Hill, PA 17011
B.
C.
ITEM LETTER DATE
fOR TOTAL VALUE DECO'S DOLLAR VALUE Of
NUMB'ER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 1990 PNC Bank, C.D. #213461 $40,000.00 50 $20,000.00
A 1990 PNC Bank, C.D. #227667 $11,108.00 50 $ 5,554.00
A 1990 PNC Bank, Checking Acct.
# 51-4023-7539 $ 2,530.00' 50 $ 1,265.00
1\ 1990 PNC Bank, ~Ioney ~Iarket
Account # 51-3010-5444 $ 4,714.00 50 $ 2,357.00
*1~5-96 Statement
Balance less 1-3":96 depos;t
($699.00), plus 1-5-96
debit ($100.00)
TOTAL (Also onlor an lin. 6, Rocopilulolion) S29r176.00
Jolntly-ownod praporty:
(If more space is nceded insert addi'ional sheels or some size)
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SCHEDULE 1.1
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
__ ....~ __Plu~asu Pri"t or. Typo
fIIE-NUMiIER
'.
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,"'0 'O{ir"
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COMMONWCAlTtl Of P(NN!tnl,'ANIA
INUCAITAHC[ tAX A[lUlm
R[SIP[Nt D_[~[P.[~t_,,__
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ESTATE Of
Ida L. Smith
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
Funeral Exponsus:
1.
B.
Administrative Costs:
Penonol Ropresontalive Commissions
Social Security Number of Porsonal Ropre.entalive:
Yoar Commissions paid
1.
$350.00
2.
Allornoy Fees
3. Family Exemplion
Claimanl
Addross of Claimant al docodent'. death
Slreet Addrell
Rolaliomhip
City
Slato
Zip Code
$ 15.00
4.
Probato Feo.
c.
Miscollaneous Expensos:
1.
2.
3.
4.
5.
6.
7.
8.
TOTAL (AI.o onter on lino 9, Rocopitulalion)
S 365.00
(If mo!e space is neoded, in sort additional shoets of same size.)
. .,'
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LlIs'r HILL IIND 'l'!:S'1'J\l11':N'I'
m'
11111 L. SHI'l'lI
I, IOi\ L. SHI'rll, of HcchanicBbur'J, Cumberland Count~',
pennsylvania, beinCj of oound and diupooinCj Inind, do hereby make
and declare this to be my Laut \-lill and 'l'eotament, and I do
hereby revoke and make null and void all prior \<Ii1l5 and Codiciln
made by mc at any time heretofore.
.'
ITEM I. I direct that upon my death my remaino be turned
over to the lIumanity Gift5 negiutry, Suitc 1905 lIealth Science
Center, 130 South Ninth Street, Philadelphia, PII 19107.
ITEM II. I direct that all my legally valid debto. funeral
and administration expcnoeo, and inheritance and estate taxes
incurred on account of my death oha11 be paid by my personal
rcprcoentativc out of my residuary estate ns Goon after my death
as practicable.
ITEM III. I give, devise and bequeath all of the residue of
my eo tate of every nature and wherever uituatc to my Gon, DAVID
R. SHITII if he nurvive5 me by tlurty (30) dayo. Should DIIVID R.
SMITII not be living on the thirty-firnt day after my death, I
give, devise and bequeath all of my estate of every nature and
wherever nituate to my granddaughter 1<111\1 nilE S~IITII.
.
ITEI1 IV. I appoint DIIVID n. SflI'l'II a" Executor of thin my
Lllot h'il1 LInd 'l'eotamcnt. In the event:. of the refusal or
inability or 5aid OIlVID 1\. SMITII to oerve or continue to "erve an
my Executor, I nominate and appoint Cumberland County National
DLlnk as my SUCcoGGor Executor.
1
., .
PNClBANIK
Slllllhcl.'nll;ll. 1',\
Statement
106
IDA L SMITH
DAVID R SMITll
8 A RICHLAND LANE
APARTMENT 203
CAMP HILL PA 17011
LAST PAGE
STATEHENT NUHBER 51-3010-5444
STHT END DATE
01-04-96
ENCLOSURES
PAGE
MONEY MARKET
IDA L SHITlt
OAVIO R SHlTll
ACCOUNt NUNDEII
TAX 10 NUHBER
LAST SiNi END DATe
Sl-3D10-5t"tCf
190-20-1B38
12-04-95
fOil CUSTONEII SEIIVICE CALL
I-BOO-537-2262
ACCOUNT SUMMARY
CIIECK~
PREVIOUS BALANCE
4,476.39
DEPOSITS/CREDITS
237.95
NUHOER
e
AHOUflT
.00
~ITlIDR^~^LS/DEDITS
.00
DAILY ACTIVITY
EXPLAN^TION OF TR^NSACTION
YOUR PREVIOUS STATEMENT BALANCE
INTEREST' FROM CERTIFICATE 21001020749
INTEREST FROM CERTIFICATE 21001e1997e
EFFECTIVE 12-25-95
INTEREST PAYHENT
CIIECKS AND
OTNER DEOITS
DEPOSITS AND
OTNER CREDITS
18e.03
46.42
10.70
ACCOUNT INFORMATION
HINIHUM BALANCE
AVERAGE BALANCE
AVG COLLECTED DAL
CIlARGES AND FEES
CNECKS PAlO
4,476.39
4,598.20
4,598.20
.00
o
INTEREST PAlO TillS PERI 00
INTEREST PAID TIllS YEAR
TNE ANNUAL PERCENTAGE YIELD EARNED IAPYEl IS:
TNE NUMDER OF OAYS IN TillS INTEREST PERIOD IS:
TilE AVERAGE DAILY BALANCE USED FOil TilE APYE IS:
TilE INTEREST EARNEO DURING TIllS PERIOD IS:
2.77 %
31
4,596.20
10.7e
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
o NO. AA 112684
RECEIVED FROM,
fJ
ACN
ASSESSMENT P:'
CONTROL ...
NUMBER
AMOUNT
MCBETH ANTHONV 1 ESQ
407 NORTH FlWNT [;1 HEE 1
Ivl
,. J . cue:. lIV
HArm I SflURG, PA
17101
SSN 190-20"1838
IFIRST) (Mil
CUMIlERLAND
DATE OF DEATH
'"
m TOTAL AMOUNT PAID
"'1,602.00
CW
REMARKS
ANTHON V T MCBETH ESQUIRE
SEAL
, /,
I (./
' ,j
RECEIVED BY. ! ,../. I . /, . '. .',./
SIGNATURE';''',;';'.
/./-... ~ ./!~.' ;
MAHY C. LEWIS '
REGlST[R OF WILLS
CHECKII 1 I i~2
REGISTER OF WillS
I
;
.._,~~
- ..
........-4......" _' A~r_.....
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/
,
,( .
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('; ,
, ,
/-"
REV-1547 EX AFP 112-951 ~
COHHOHwrAllII 01 JlrNHSVl'JANIA ~. . i, ACN 101
DEPARTMENT fll R[VINU[ . . ;1.. NOTICE OF INIlERITAHCr UK
BUREAU or INDIVIDUAl TAlliS ; !', :I" i APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPI. ZBhat l DOC E T F TAw 07 00 96
H......URG. ,'. "",,00" "il" ... : F EOU liONS AND ASSESSM NO" DATE --
EStATnJF-SHI-nr- - frfA=='-Y- --~"".-'. FILENO-.-===n Tr-026S=
DATE OF DEATH 12-31-95 COUNTY CUMBERLAtlD
NOTE: TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH VOUR TAX
PAVMENT TO THE REGISTER OF WILLS. MAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
ANTHONY T MCOETH
407 N FRONT ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Readthd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: is'4i-Ex- Ai: F'--n z: 95Y-ii01 i CE""elF - -iNtiEFi i fANe E - 1 AX - AP pilA is Eifiiir-;-A [i:owANe E - oR' - - -- -- _m - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH IDA L FILE NO. 21 96-0265 ACN 101 DATE 07-00-96
TAX RETURN WAS, I X l ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule Al 11)
2. Stacks and Bonds (Schedule OJ (2)
3. Closely Held stock/Pa~t".~ship Interest (Schedule C) (3)
4. Hartg.ges/Not.s Receivable (Schedule OJ (4)
S. C.sh/S.nk Deposits/Hlsc. Personal Property (Schedule EI 151
&. Jointly Owned Property ISchedule FI (&1
7. Transfers (Schedule G) (7)
8. Total Assets
.00
.00
.00
.00
.00
29.176.00
.00
181
29,176.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral Exp.ns.s/Ad~. Costs/Hisc. Expenses ISchedule HI Iql
10. Debts/Hortgage Liabilities/Liens (Schedule II C101
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Governmental Bequests (Schedule JI
14. Net Value of Estate Subject to Tax
365.00
719.00
IllI
1121
1131
1141
1.084 on
28,092.00
.00
28,092.00
If an assessment was issued previously, lines 14. 15 and/or 1&. 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A~ount of Line 14 at Spousal
1&. Amount of Line 14 taxable at
17. Anount of Line 14 taxable at
18. Principal Tax Due
TAX CREDITS:
PAVMENT
DATE
03-28-96
NOTE:
rate
Lineal/Class A rat.
Collateral/Class 8 rate
I1S1
I1bl
1171
.00 X .00:
28.092.00 X .06:
.00x.15:
1181
.00
1.686.00
.00
1,686.00
RECEIPT
NUMBER
AA1l2684
DISCOUNT
INTEREST
1'1
I-I
04.30
1.602.00
AMOUNT PAID
TOTAL TAX CREDIT i
BALANCE OF TAX DUEl
INTEREST AND PErl. I
TOTAL DUE
1,686.30
.30CR
.00
.30CR I
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN tl, NO PAVMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREon" ICRI, VOU MAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
"I
In
U,
I
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RESERVATION: [stat.. of decedonts dying on or before Doc..bot 12, 1982 .. If any fulur. Int.r..t In the 8state Is transferred
In pDI.o.lion or enjoy..nt to Clas, a (coltal.ral) beneflclarl.. of tho docodent after tho .xplratlon of any ..tat. for
II'. or for yoar., tho Co..cnw.8Ith horeby ..pr..,ly r...rv.. the right to npptal.. and al'." Iran,f.r Inhorltance Tnx..
at thl lawful Cia.. 8 {collnt.rall rnt. on any such futuro Int.rest.
PURPOSE Of
HOllCE:
PAYHENT:
REFUND I eR I :
D8JECTIONS:
ADHIN
J5TRAflVE
CORRECTIONS:
DISCOUNT:
PENAL TV I
INTEREST:
To fulfill tho requlr...nt. of Section ZI~O of the Inheritance and Estat. Tax Act, Act Zl of 1991. 72 P.S.
S.cUon ZlltO.
Detach tho top portion of this Notice and sub~lt Mith your pay..nt to the Register of Wills printed on the rever.e side.
hl1ake check or .oney order payable tOI REGISTER or HILLS, AGENT
All pay..nts received shall flr.t be applied to any Interest Mhlch ~ay be due Mith any reealnder applied to the tax.
A refund of a tax credit, which Mas not requested on the TaN Return, .ay be requested by coepletlng an "Application
for Refund of Penn.ylvanla Inheritance and Estate TaN" (REV~11111. Applications are available at the Office
of the Register of Wills, any of the 21 Revenu. District Offices, or by calling th. special Z4ohour
answering service nuebers for for.. ordering: In Pennsyivanla lo8DO-3&Z-Z050, outside Pennsylvania and
within local HarriSburg area (111) 181-8094, TDD. (1111 llZ-l25l (Hearing lepalred Only).
Any party In Interest not satisfied with the nppral.e.ent. allowance or disallowance of deductions, or asses..ent
of tax (including discount or Intere.t) as shown on thl. Notice .u.t Object within sixty (60) days of receipt of
this Notlce by:
--written protost to the PA Depart.ent of Revenue. Board of Appeals, Dept. Z810ll. Harrisburg, PA 11IZ8-IOl1. OR
--election to have the .atter deter.lned at audit of the account of the personal repre.entatlve, OR
.~app.al to the Orphans' Court.
Factual .rror. dl.cov.r.d on thl. n....s..nt should b. addr.ss.d In writing to: PA Depart..nt of R.venue.
8ureau of Individual Tau., ATTN: Post hs.....nt Review Unit. Dept. Z80&01. liarrlsburg, PA 11128-0601
Phon. (111) 7a7~6S05. See page 1 of the booklet "Instructions for Inheritance Tax Return for a Resident
necedent" (REV~150IJ for an ..planatlon of ftd.lnlstratlvely correctable errors.
If any tax due I. paid within three (1) calendar .onth. after the decedent.s death, a five percent (5~J discount of
the tax paid II allowed.
The 15% tax a8nelty non~partlclpatlon penalty I. co.puted on the total of the tax and Interest a..essed. and not
paid before January 18, 199&, the first day after the end of the tax n~nesty periOd. Thl. non-participation
penalty Is appealable In the sa.e .anner and In the the la.e tl.e p.rlod as you would appeal the tax and interest
that ha. been alse.sed a. Indicated on thl. notice.
tntere.t I. charged beginning with first day of delinquency. or nine (9) 80nth. and one (1) day fr08 the date of
death, to the date 0' pay.ent. In.es which beca.e delinquent before January I, 1981 bear Inter.lt at the rate of
six 16~J p.rcent per annu. calculated at . dally rate of .000164. All taxes which beca.e delinquent on and after
January I, 198Z will bear Intere.t at a rate whiCh will vary fro. calondar y.ar to calendar yoar with that rato
announced by tho PA Cepart.ont of Rovonue. The applicable Intore.t rfttes for 198Z through 1996 .rel
~ Intor.st Ral. Dally Intorut raclor :!2! Inlorlllst Rllto Daily Interest factor
198Z lO% .000548 1987 .~ .000241
1983 16% .000r.38 1988~1991 It:( .000301
1984 11% .000301 1992 9;1, .00DZr.l
1985 11:< .000356 1'993-199r. 1~ .00D19Z
1986 10:< .00DZlr. 1995~1996 ., .00DZr.7
-~Intere.t Is calculnhd n. followsl
INTEREST = BALANCE Dr TAX UNPAID X NUKBER Dr DAYS DELINQUENT X DAILY INTEREST rACTDR
~'Any Notlco Issued after the ta. beco~e. dollnquent will r.flect an Interest calculation to fifteen CIS) day.
beyond the date of Ihe assess.lllnt. If pay..nt II 8ade aftor the Intorest coeputatlon date Ihown on the
Notice. additional Interelt aUlt be calculated.