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COMMONWEAlnl OF PENNSYlVAUlA' DEPARtMENT OFHEALtIt. VITAL REconus
CERTIFICATE OF DEATH
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Wormll!ysburg
76 Grecnwuod Circle
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'alHlASKAMl...II.......'.1Il
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Hary I.ouise Strickland
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I fOR DATlSOf DIATHAmR 12131191 CHICK HIRE
If A SPOUSAL
. POVERTY CRIDIT IS ClAIMID I
fiLE NUMBIR
bll 9~ 33.r
COUN1Y CODE YEAR NUMBER
fXll. Original Relurn
D 4. limiled E\tale [1 .to. Future Inlere" Compfomi$o
Ilot dolen of death oher 12-12,821
Qg 6. Decedent Died Te\late [] 7. Decodenl Mointained 0 living Trull
(Aneth copy of Will) (Alloch copy of Tn"'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
(OMMONW(At1H Of PEUUSYLVAtllA
OIPARlM(NT Of RfVfUUE
DIPI 780bOI
_,_~H~~~!~_8U~.o. P'A I !~, ?8~bOl_
OICIOItH!I ,.,.AM{ Il"'~I.II''.II. M.O MICOlt ItHlJAtl
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lIorn, Irene L.
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II 2
NAME
Mrs. Mary Louise Strickland
TElEPHONE NUMIER
:.63-82R 1
Ot(IDlrn'')(O~Pllll ,100011'.1')
_ \U~'~~'~'~'i;900
r"'~"(U"'","M'" __
Supplemcntnl Return
76 Greenwood Circle
wormleysburg, Pa. 17043
("""'f Cumber land
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1. Real e,tale (Schedule A)
2, SIocl. ond Bond. (Schedule BI
3. Clo,ely Held Stock/Parlnenhip Inlere" (Schedule C)
4, Mortgage, and Note, Recei'Voble (Schedule D)
5, Cash, Bonk Depo,it' & MiICellaneou, Penonol Property
(Schedule EI
6. Jointly Owned Property (Schedule F)
7, Tran.fe" (Schedule GI(Schedule l)
8, Tolal Gran Aneh (10101 line, 1.71
Q. Funerol Expense"~ Adminl'troli'Ve Cosh. MilCellaneou,
Expen,e, (Schedule H)
10, Debt,. Mortgage liobilitle" lien, (Schedule I)
11, Total Deductionl (total line, Q & 101
12. Net Value of e'late (line 8 minus line 11)
13, Charitable and Go'Vernmenlal Beque'I' (Schedule JI
14, Ne' Value Subject 10 Tax (line 12 minus line 13)
Spou,al Tran,fen (for dole' of death after 6-30.941
See In,truction, for Applicable Percentage on Re'Vene
Side, Ilndude 'Value, from Schedule K or Schedule M.)
Amounl of line 14 tall able at 6% rate
(Indude 'Value, from Schedule K or Schedule M.)
Amounl of line 14 tallable 01 15% role
(Indude 'Value, from Schedule K or Schedule M.I
Principal tall due (Add tall from line, 15. 16 and 17.)
Credih Spou,al Po'Verty Credit Prior Poymenh
[j3
[J 5,
.o....B
Remainder Relurn
(lor dale' 01 dealh prior 10 12.13.82)
Federal E,late Tall Relurn Required
Tolal Number 01 Safe Depo,il Balle'
IS,
16,
17,
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COMPltTt MAtllt~G ADORns
76 Greenwood Circle
Wormleysburg, Pa. 17043
(1) __.m__'_~_____"__
121._ .--. - - -, ---~---
(3)______~___-
14) -___________
(51 _ ..-~------ ,-----.----~
._LV8.,_li.?l,_!~__
( 61
(7)
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(BI_.~ 218,_651.15
19)
6,618.76
---.-.------ --~_._----------
(10) _"__
(11) ~_6.L6l8. 76
(12) __._~~_'032. 39
(131__________,____
(141
212
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(16)
_212,032.,39
o
___.J 2_, 721,.94___
o
x ,06 =
(17)_-
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(lBI ___1.2_, 721,_~4.__~
DiICounl
Intere,1
+ $12,085.84.$636.10,-
(lQI
(20)
12.721.94----
If line 19 is greater than line 18. enter the difference on line 20. Thi, i, Ihe OVERPAYMENT.
aD ...:r:n1l,(,jl..t..j.II...,..,-I,IIUtlhI!-'.'.II'IT."r:~.'.l'lll.'l''(.U~'.I,,(.111
If line 18 i, grealer than line 19. enler the difference on line 21. Thi, i, the TAX DUE,
A. Enler the inlere,t on the balance due on Uno 21A.
B. Enter Ihe lolal of line 21 and 21A on line 218. Th;, i, the BALANCE DUE.
Make Chick Payable 10: RlgIII., of Will,,_ Ag,nt
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
~~der penalties of perjury. I declare Ihall hO'V8 examined thh rei urn. including occompon}'ing ,~hedule' and ,Iolemen". and 10 the be,' 01 my ~nowlodge and belief.
Ill' true. corrccl and complete. I dedare thai 011 reol fnlole has been reporled 01 true marlel ...alue. Dedaration of prf!parer olher than Ihe personal repro'onloti'Ve j,
bo,ed on all information a' which preparer ha, any knowledge
~IG:aTUA[ Of PEASON A{SPON~IBH fOf! ~~~~-f~:ii~~-~D-DiiT~~---- "7 6G-r-ce-n-Wt;o(f-.c~1. rcTeU----H.------.-------- O-Aff
__,/))14~.ili'::'::'::':~::..,.40~~~,..t.;-.-L.--.. _Wormlcysburg, Pa. 17043-.---- 4/25/96
51GNATU1f 0' 'rPARfA OTHlA 'HAr~ IlIPlllSftllATI\lf AO~~(SS ci:ii------------
(21)
121A)
(21BI
Act #48 of 1994 providoslor 11,0 roduction 0111,0 lax .alos irnl'olud on Iho nul vllluu 01 "nnslu" 10 or lor
tho use 01 the spouse. The roles as prescrlbod by Iho slalulu will 1,0:
. 3% (.03) will 1,0 applicable lor 0510101 01 docodonh dylllg on o. lilt.. 711/94 "'HI hulo.o 1/1/96
. 2% (.02) will 1,0 applicablo lor 0110101 01 docodonh dying on o. olt.. 1/1/96 IInd helaro 1/1/97
. 1% (.01) will 1,0 applicablo lor ellalol 01 docedonh dying an or alter 1/1/97 anti holor. 1/1/98
. Spousal Iransfers occurring on or altor 1/1/98 will 1,0 oxompllrom Inh.rllanco lox.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (V") IN THE APPROPRIATE BLOCKS.
1. Did decedent make a tranlfer and:
YESTNO
I
I
i
i X
-----.t--.---
! X
a. relain the ule or income 01 the property Iranllerred,
b. retain the righlla delignale who Ihail Ule Ihe properly IraOlferrod or ill income,
t---
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, X
1--
,
! X
c. retain a reversionary inlerelt; or ........,....,........,....,....,
d. receivo tho promilo lor lile of eithor poymenll, bDne/ill or caro~ , '
,.-.--
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2. If death occurred an or before December 12, 1982, did decedonl wilhin Iwo yen" preceding
death Iransfer property wilhout receiving adequole conlidornlion~ II delllh occurred oller
December 12, 1982, did decedent Iranller properly wilhin one yelll of denlh wilhoul receiving
adequale cansideralian~..,..,..............,..............,.." ......, ........'
3. Did decedenl own an 'in truII lor' bank accounl III hil 01 1111, rl.lllh~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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SCHEDULE F
JOINTLY -OWNED PROPERTY
COMMQt4W[AUlI OF rWUS'flVAHl4
INnUItANCf IAll AE1URI4
IUS\D[HI DECED[Nt
1E NUMB~R
ESTATE OF
lIorn, Irene L.
Joint II"ontl')1
- --- -----.- - ------ ---
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
_n ______ .~_.__.__
A.
lIorn. Irene (..
76 Greenwood Circle
Wormleysburg, Pa. 17043
Self
B.
Strickland, Mary Louise
76 Greenwood Circle
Wormleysburg, Pa. 17043
Daughter
c.
Jolntly.owned prop.rly:
ITEM
NUMBE
LEnER
FOR
JOINT
TENANT
A - B
8/6/9_
$85,000. 2~ yr.CD
"3054872 First National
Bank of Marysvi11e
A. CREATElJ CD. SEE PROO'
ATTACIIED - EXIIIBIT ].
DATE
MADE
JOINT
DESCRIPTION OF PROPERTY
TOT AL VALUE
OF A5SET
DECD'S DOLLAR VALUE OF
% INT. DECEDENT'S INTEREST
$95,234.72
000
50% $ 47,617.36
1.
(6% )
2. A - B 1/4/9 $100,000. ] yr. CD $100,461.33 50%
"3057545 First National nOD
(6%) Bank of Marysvil1e
ROLI.ED OVER FROM DAUPIIIN
DEPOSIT BANK & TRUST CO.
A. CREATED CD. SEE PROOF
ATTACIIED - EXIIIBIT 2.
50,230.67
3. A - B 3/28/ 5$90,000. 3] mos. CD $95,621.00 50%
"8]0065739-4 Dauphin nOD
(6%) Deposit Bank & Trust Co.
ROI,LED OVER FROM YORK
FEDERAL SAVINGS & LOAN
A. CREATED CD. SEE PROOF
ATTIICIIED - EXlIlIHT 3.
47,810.50
4. A - B 2/8/95 $40,000. 2 yr. CD $42,837.48 50%
"300-]730-5, "3821 Pa. DOD
(6%) State Bank. ROI.LED OVER
FROf1 FIRST NATIONAl. BANK
OF MARYSVILLE. A CREATED
CD. SEE PROOF ATTACIIED
EXIIIBIT 4.
21.410.74
. -------.---------.----.. --_._-~--
TOT Al (Aha enter on line 6, Recopilulolion)
SCONTINUED
(U more 'rncr. is t1prdl!d ;"'1'1" oclelilinnol ,hefl" or some ,iz'!}
. -
ll"'U~U.III'1) j
*
COMMOHWE,lUH Of rEHNSnVAtUA
IUHERltAHCE 'AX UIURH
RESIDENt DECEDENt _
SCHEDULE F
JOINTLY -OWNED PROPERTY
.._._...,... u....._...__-._
-----.-----.-
--.-.....- -, .
--..--' -
rili NliMiiii
E5TATE OF
Born, 1 rene I..
-.. ._~.._.._..-_.._-
Jolnllononl(')'
.. - - - - - --..-
APDun
RIlA 1I0NSltlP TO DEClDlNT
__~.M_ _______.___
NAME
---_._._-~_..-
Hot r
A.
Born, lrene L.
., (, (~ll'f'nwtIlJfI f'i I f'l f'
WOlml"ynlllll<), I'd. 1'IO~1
B.
strickland, Mary I,QulRe
7 (, (~"fll'nwnf)ll (" I f'l r'
Wlllmll'ynllln<). 1'/1. l'IO~:1
Ilnughter
c.
---------...--
Jolnlly..own.d prop.rtYI
---- ---------.. ..-- - ..--'--- .. ,.----.
ITEM LEnER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPIION OF rROPlRTV OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
-----.-.--.-- ...u._....____
ICO TINUED:
5. 8/6/9, $50,000. 3 CIl $56,~56.06 50'/, 28,228.03
A - B yr.
fl025(,1~7752 FlrRI 1l0D
(6% ) FCllernl of Barr I RIlIIrg
A. ClmATEI1 CIl. Rim 1'1100 .
ATTACII"11 - 1':XIIII1IT 5 .
6. A - B 10/29/' 0 Commerce llilnk, Camp Bil ,$~5,197.30 50% 22,590.69
1'/1. 1701\ DOll
(6% ) Checking Account
flOr,1201(,213
7. A _ 11 1/271, (, Two (2) $75. Un \lell
Slnll'" Silvln(lR 1I111H1R,
(6%) SI'rtl'" E
$ l,49~.32 50%
1l01l
747 .16
___..__. +... u__'__ _.._.__ --
TOTAL IAllo onl.' o~ ~n~.6:Ro~llp~u~:~0~1___s.1.)..!!.!-65l ~~-
(If mOl" 'roc" is ",..efflC' in"",' mld.'ionol ,'u~nl, of 10,"" sill"}
U\lI)II(..I'''1
ESTATE OF
ITEM
NUMBER
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.....,.,.
COMMONWUl1tt Of PWNS'l'lVAlUA
IIUIUIIIANC( tAX Af.)URU
AlSIDENt DECEDENt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPE_NSES Ploa.. Print or Typo
~FILE NUMBER
._~______ __..____.__.._ __.__. ____.--1
1I0rn, I rene I,.
DESCRIPTION
AMOUNT
A. Funeral Expon...,
1.
2.
3.
4 .
B.
1.
2,
3.
d.
C.
1.
2,
3,
d.
S.
6,
7,
8.
$ 5,769.00
stone & Murray Funeral Borne, New Cumberland--include
clergyman and organist fees, opening of grave, etc.
pealer's Flowers (altar vases and casket spray).
OJ's Catering, New Cumberland, Pa. - Luncheon follow-
ing Funeral Services.
226.79'
145.75
Borst Memorials, Palmyra, Pa. - Bronze Marker, etc.
Admlnl.tratlve co.ts:
427.00
Personol Represenlative Commissions
Social Securily Number of Personal Repre.enlative:
Year Commissions paid
Allorney Fee.
Family Exemplion
Claimanl
Address oJ Claimanl at decedonl'. death
Street Addrell
Cily
Rolalion.hip
Slate __ Zip Code
Probate Fee.
MI.cellanoou. Expen.os:
Telephone Toll Charges - Bell ^tlantic & ^T&T
22.96
Certified Mail, Return Receipt & stamps
12.26
Register of Wills, Cumberland Co., Filing Fee
15.00
TOTAL (Aha onter on line 9, Recapitulation)
(II more spaco Is neoded, Insert addlllDnol shoo" 01 sarno .Ize.)
s
6,618.76
1'1
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NOTICE OF INHERITANCE TAX \
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE \
OF DEDUCTIDNS AND ASSESSMENT OF TAX
L FILE NO.
COUNTY
-
ACN 101
REV-1547 EX AFP (12-951 ~
CO""ONWEALTH OF PEHHSVl YANIA '
DEPARtMENt OF REYENUE
BUREAU OF INDIVIDUal fAXES ,~-~. ~
OEPt, :80601 ~
HARRISBURG, PA 171za-0601 '&::
DATE 05-27-96
Zl 96-0135
CUMBERLAND
ESTATE OF HoRN
DATE 01' DEATH OZ-05-96
IRENE
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYM~NT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
MARY LOUISE STRICKLAND
76 GREENWOOD CIR
WORMLEYSBURG PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A"ount Re,d U.d
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CUT ALDNG THIS LINE ~ RETAIN LDWER PORTION FOR YDUR RECDRDS ~
rtEV:i54j-EX-AF-p-n-Z:9SY"NOTicE--OF-YNHERiTANCE-TAic-APPRAisEHENi'-;-Ai.t'owANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS ANO ASSESSMENT OF TAX
ESTATE OF HORN IRENE L FILE NO. ZI 96-0335 ACN 101 DATE 05-Z7-96
Z18,651.15
TAX RETURN WAS: I X I ACCEPTEO AS FILED
I I CHANGED
RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN
1, R..I Est.t. (Schedule AJ (11
2. stocks end Bands (Schedule B) (2)
3. CloselY Held stock/PartnershiP tnterest (Schedule C) (3)
4, Mortgages/Not.. Receivable (Schedule OJ 14)
S. Cash/Bank Oeposltl/Hlsc, Personal Property (Schedule El IS)
6, Jointly Owned Property (Schedule fJ Cb)
7, Transfers (Schedule G) (71
8, Total Assets
.00
.00
.00
.00
.00
Z18 ,651.15
.00
IBI
6,618.76
.00
Illl
1121
ll31
ll41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/Ad", costs/Mise, Expenses (Schedule H) (9)
10. OobtslHortgogo L1obilltles/L1ons ISchedule II llOI
11, Total Deductions
12, Net Value of Tax Return
13. Charitable/Governnenta1 aequests (Schedule J)
14. Net Value of Estate Subject to Tax
6,61R 76
ZlZ.03Z.39
:00
21Z.032.39
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to dats.
ASSESSMENT OF TAX:
15, A~ount of Line 14 at Spousal rate (15)
1&. A~ount of llne 14 taxable at Llneal/Class A rate (lb)
17. Anount of Line 14 taxable at Collateral/Class a rate (11)
18, Principal Tax Due
NDTE:
.00 X,OO=
ZlZ,03Z.39 X.06=
.OOX.15=
lIBI
.00
lZ, 7Z1. 94
.00
lZ,7Z1.94
TAX CREDITS:
PAYMEHT
DATE
04-Z5-96
RECEIPT
NUMBER
AAllZ715
DISCOUNT I + I
INTEREST (-I
636.10
AMOUNT PAlO
lZ.085.84
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
lZ, 7Z1. 94
.00
.00
.00
. IF PAID AFTER OATE IHDICATEO. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" ICRl, YOU MAY BE DUE
A REFUHD. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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RESERVATION I E.tat.. of dlcldent. dying on or bllor. Oec..b.t 12, 198Z .. If any lutur. I"t.r..t In thl ..tat. II tran.f.rred
In pal....lon or enJoy..nt to Cia.. 8 (col1at.ral) bln,flelarle. of thl dlcldlnt aft.r thl Ixplratlon 01 any ..tat. for
11'. or for Ylar., thl Co..onwaalth hareby Ixpr.s.ly r...rva. thl right to appraise and 8"1" tran,f.r Inherltancl ,....
at thl lawful CIa.. 8 (collat.r.l) rat. on any such lulur. Int.r..t.
PURPOSE OF
NOTICE:
To fulfill thl requlra..nt. of Section 214Q of thl Inherltancl and [.tat. Tax Act, Act ZZ of 1991, 72 P,S.
Section 2140,
PAYKEHT:
D,tach thl top portion of thl. Notlcl and .ubalt with your pay..nt to thl Ragl.tar of Willi printed on the revlrsl sldl,
uHah chick or .oney ordlr payable tOI REGISTER OF MILLS, AGENT
All pay.ents rlcelvld shall flr.t be applied to any Interest which .ay bl due with any rl.alndlr appllld to thl tax.
AEFUND (CA): A refund of a tax crldlt, which was not rlqulsted on thl rax Return. .ay bl requastld by co.platlng an "Application
for Aefund of PlnnsYlvanla Inhlrltance and Estatl Tax" (REV-IlI3). Application. ara available at the OffiCI
of thl Alglstlr of Wills. any of tha 21 Rlvlnue District Off leIs, or by calling the sPlclal 24-hour
answ.rlng service nu.bers for for.s ordlrlng: In Plnnsylvanla 1-800-362-2050, out.ldl PannSYlvanla and
within local Harrisburg ar.a (717) 181-8094, TOO' (717) 772-2Z52 Ollulng IIlpalrld Onh).
OBJECTIONS: Any party In Int.rast not satlsflad with thl appralsa..nt. allowanel or dlsallowancl of dlductlon., or asslss'lnt
of tax (Including discount or Interlst) as shown on this Notlcl MUst objlct within sixty (60) days of rlcllpt of
this Notice bYI
uwrlttln protnt to the PA nlparblnt of Rlvlnue, Board of Appaals, Dlpt, 281021, Harrisburg. PA 1712a-U2I, OR
"elactlon to havI thl .attlr datlr.lned at audit of thl account of thl plrsonal rlpresentatlve, OR
.-applal to the Orphans" Court,
ADNIN
ISTRATIVE
CORRECTIONS:
Factual errors dlscovlred on this as.ess.lnt should bl addressed In writing to: PA Dlpart..nt of RevenuI,
Bureau of Individual Taxe., ATTNI Post Assass.ent Alvlew Unit, Oept. 280601, HarriSburg, PA 11128-0601
Phone (717) 781-6505. Sel page 3 of thl booklat "Instructions for Inhlrltance Tax Rlturn for a Re.ldent
Dlc.d.nt" (REV-ISOI) for an e.planatlon of ad.lnlstratlvelY corr.ctable errors,
DISCOUNT I
If any tax due I. paid within three (3) calendar lonths aftlr the deCldlnt"s dlath, a five percent (5~) discount of
the tax paid Is allowed,
PENALTY:
The 15X tax aanesty non-participation panalty Is co.putld on the total of the tax and Interest assessed, end not
paid blfore January 18, 1996, the first day aftlr the end of the ta. .anl.ty plrlod, This non-participation
plnalty Is appealable In the sa.e .annlr and In the the sa.e tl'e plriod as you would apPlal the tax and Interest
that has bien as.essld a. Indicated on this notice.
INTEREST I
Intere.t I. charged beginning with first day of dlllnqulncy, or nine (9) .onths and one (1) day fro. thl dati of
daath, to the date of payelnt. Taxes which blcaee dellnquant before January I, 1982 blar Interest at the rat. of
SIM (6~) parcent per annul calculatld at a dally rate of ,000164, All taxIS which blca'l dlllnquent on and aftar
January I, 1982 will blar Interest at a rale which will vary fro. callndar Ylar to calendar year with Ihat rate
announcld by Ihe PA Dlparlaent of Rlvenue. The applicable Interest ral.s for 1982 Ihrough 1996 are:
!!!!: Intarest Rat. Dally Interest Faelor :!!!r Inlerest Rale Dnlly Inlerest Fnclor
1982 20% .000S4a 1987 9% ,000241
1983 16X .OD043a 1988-1991 1l~ ,000301
1984 l1X ,000301 1992 9% ,000247
1985 13X .000356 1993-1994 7% ,000192
1986 10;( ,000274 1995-1996 9% .000247
uInllrnt I. calculated .. follows I
INTEREST = BALANCE DF TAX UNPAIO X NUnBER DF OAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca Issued aftar the la. beeo... d.lInquent will reflect an Inlarlst calculation to flft.en (15) dan
beyond Ihe dall of the anen.lnt. If pay..nt Is .ad. aftar the tntlrut coapulatlon date shown on the
Nottce, addltlonel Inlerast .ust be calculated,