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INHERITANCE TAX RETURN
RESIDENT DECEOENT
(TO BE FILED IN DUpLICATE
WITH REGISTER OF WillS) COUIl~ louE
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YEAR
377
IlUMBER
II 11ayrield Drive
l1echanicHbul"\\, I'A 17055
('"'l ,;;~j~1f'1llfr5::a~iJiiij(ij"ii'i_ ._..____~_~-=
1_) 3 Remainder Relurn
(f., dnl..., d.n,h r,I., In 12.1:l.021
I J .5, rndflfnl t,lolfl lall. RelUtn kequlred
o 1 0101 t~umbet 0' Sofe Oepodl nOll.fJt
; . ";l1Y.77\''',W;' . -..-:-. . ~
..--- ~....;..I....- _.... - -. .--. ...-
- --.-------- --_.--
2,285.43
- . ..
161
(7)
(01 __~JJ85,-43__
roMMlJUW(l\llll 01 tfllt~5_IV^,,,^
tlfr^IlIMttlll1r R[vfllllF
IHrt ,,,n~,ol
IIAAIlIS8URG, rA 111111 ObOl
~=- iii(iiJhT~fimf1ii~tiii~riii~lU~Hjriiij~il--
.... ~IARlNKO, Hary A.
m ,,,iiil ,i;;i;ii; ii;;.,i; . \"W ;,j "Wii rii Iii ,,;Iii
__~. ,..l~:~,::;:;, :;~ i", ".. ".. ,,;,(/;.'2 51.".' ,~/.:,i.!.~::,
I);] I Oli"innl Rl!h,," I I , SlIppl"m"",nl R"lllln
I I A (!milrel F'lnl'" I I An ruhllP 1111,.re,1 C.""proml,,,
(10' tlnln, 01 dnolh nllnr 1,.12.01'
Lib (lreellnnl Oird Irnloln I I 7. I>reedrnl Moinlninrd n L1l1lng "uII
IAllatll cop)' 01 Will) 1^lIaeh (011)' of lfu,l)
--:iJffi ~FJf~6ftm~BfJBUJ~~~lfEBf!!!BmJ!A~!~r.6~lj~~Yhl~~~lf16Jl,
~c Murre1 R. Halters, 111, Eso. 51l East 11ain Street
B~ iiiifiiOiiiii"mi; ---- . Mechanicsburp" PA 17055
_____ ( 717) 697-11650
I. RfOnl E dnlr (Sel1lHlul,. A) II I
2. SlocL, ontlOonlh (Schnclull'l 0) (21
3. Cloll,l)' IlfOld Sloc~/rOllnfl,,"ip Inlflf"d (ScfllHluln C) 13 )
A. MOllgog"'I nnd tJnlr, Rnrrll1nhl,. ISd,tllluln DJ I A I
5. (n,I" 9on~ Orpodll & M;ut'lInnl'olll r"nonnl r,oJlt'lly 151
ISd..d,'. EI
6. Jolnlly Ownnd r,opr"y (SclHHlul" n
7. Ironlf"" (Seh"dul" G) ISclu:oc!ul" II
b. tolol Glon Aurh (lolaIUM, 1.7)
9. runf!lal fllp"n,",_ Aclminhhollll" Cod,_ Mhccllnnrou,
F.p"nu:OI ISchnduln tI)
10. t)(llth. MOllgngtl L1obililifn, lin", (SclUHlulr 11
11. 10101 Or ducHon, (lolnlllofO' 9 & 101
12. t~"l Voluf\ of E,lalnlllOfl 8 minu' linft 111
13. (Imlllnbl" ond Gov(',nmnnlnl Rnqu"," (Scl1fHfulo 1)
IA. H,' Val", Subl,,'I. Ta. (lin. 12 mln" lin, 131______.. -------
15. Spou,ollrnn,'on I'ot dol!!' of denlh cllor 6.30.9A)
Sntlln,lrUc1iont fot ^r.pllcnhlo PftlCfOolagft on Rt'lllfl"" 115). _________ u__~_____.___)(,_ --=
Sldfl. (1"c1ud" valunt rom Sc"ndulll I< 0' SchflfJuln M.I
1/,. Amounl clUne tA lallohl" 01 6% ,aIn
(1"c1u(f., volun, from ScI,eduln K Of Sclu.duln M.I
17. Amount of Lint'! IA 1a.lU1hl" 0115% Inrn
Ilnclud" value, horn Scllf,duln k Of Schnduln M.I
18, rrlndpnlln.. duo IAdd Inll. I,om llnni 15. 16 nlld 17.1
IQ, CUHlih Spoulnl rOlletly Clf'!dil rriof rnymenh OiteotJnI Inlnllnl
_________ -I- n.__.n______ +.- -----
20. It Lln' I? II g,oal.. Ihan Lln. 10. .nl.. ih. dill...nco.n Lln! 20. Thull II.. ov~~pAYMlNt.
a IJ..U"f.I~il<l(..I.'.I.'I'.'II'.I'I'III,~'11il!.'.I>lnr.r.n.'.I.}lI.'l'I'U~ hll>I,l .
21. If Lln" 10', glflolet than line 19, "nlnr the diUefftnC(l on line 21. 1111, It I"., lAx OU~.
A. ~nlnlll,nlnlflln,1 on IIH' hola"c" dun on tlnn 21A.
n. Enl.. ,h.lolnl nllin. 21 n,,12'A an lin. 21B, ,hili."" BAlAllCE DUE,
Ma~. ch..~ Payabl. lal R.gllt., al Willi, Ag.nl
~t II nUmlDfJ!W(~meUnJl6,m~lDIijlm-,f\!JllonllMJ.ift!IDIJ!ilf:MI- -
n" .na II... p..\U1y.ld;;!n.. I~'" Itn'. ..amin.J iT,ll ""'". In,l'ding net.",pnnyl.g "h-;1.;i.. anJ IIn,.",..II. a.d I. it. .., al my n."',dg. .od .11..
1111 to . ,au.d and ,a"'rl.', I d,dn.. ,hnl nil ,.nl ..'nl. hn. h..n "rn.,.d a' to"" mn,\,1 ,nl", O.dn,nli.. al r..rnr.. a,h.. Ihnn II,. p...nnnl "r'll..inli" II
base on aI1IO~Q~IO 01 ""Mch ,.,reflDrer 110, ony knowledge.
~i'i'\1if;'" "';;i1,oiqrr.:iiiiiiii- -,m;;mn. . 11- ~la-vfier(rnl;ive---- - -.--"r . (
'. .1.__ d~~' ~.t;anJe~ .I,...'l,wi_nko !'lcch"l1iC);J?1JJ:p'~_I'A--LIO.5j-. IIIi' ( , V
'S tAW' 0 ~rrA'l~ 0'11I III^, "r tllAlI., ...Pf1Il,.... oiii
_ .' ~t~-t~fj iL; -L !lurrcl. R. Halters, Ill, Esu. -. -- ------. -'~~:2L_.:!._~_':.--
~. . _ 51l East Ilain Street
Hcchanicsburg, PA 17055
(?I
408.30
338.117
(III _______ 746. 77
(l21},53~~~___
(13) -0-
(141 1, 53!!. nn
(101
(16)
1,'i38.6n
-~.- ----_.-_.-~._-_._---
. .06 = ______~~12___
(171
.________. ,15 =
..--------.-.-----
(lal
n.32
(I?I ________.____
120)
(2i)
(21AI
111B)
f):~. 32
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_ 9 ;'L' 3.2__-
IIVISOl".IUII
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
\_~
,e,;g.
COMMOHW(AUtt Of 'IUHSYlVAHIA
INHllnANCI 'AX ,IIUIN
IUIDI"' DICIDI"'
Ploo.o Print 0' Type
FilE NUMBER
ESTATE OF
MARINKO, liary A.
IAlI p,aperty lolntlyoowned wllh ,he Right af $urvlvonhlp mUlt b. dlulo..d on Slhedule FI
VALUE AT
DATE OF DEATH
ITEM
NUMBER
DESCRIPTION
1.
Mellon Bank - checking 0100-000-8423
2,285.43
TOTAL (Also onlB' on line 5, RBcopilulotion) 5
2,285.43
IAllalh addillonal ewo )( 11" sheels if mOl' space It need.d.)
.,yUll'.."..,
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
_ uuu_ !'ease Print or Type __
rii:~UM~E~_ ___
AMOUNT
~,:~) ~
".:';;.,.'r\
. .lrr'~
COMMQUWUlTlt Of PWNSYl"AHtA
INtI(RllAflCr 'A_ Il(fUAtl
_"~!_5!p_r!~H~.~crl?~"~~' _
ESTATE OF
MARINKO, Narv A.
ITEM
NUMBER
A. Funeral Expens..,
DESCRIPTION
_ .___.____ "..._.... _._. __. .___n ...___.___.__.___
I.
Malpezzi Funeral Home - 'lechanicsbuq~, l'A
258.30
2.
Deacon Paruso - conduct service
25.00
B. Administrative Costs!
renouncer!
I.
Penonal Reprosenlalive Commissions
Social Securily Number 01 Personal Reprelentative: -- --
Yoor Commissions paid ____+
2.
Allorney Feel Murrel R. Halters, III, ESfl.
110.00
3. Family exemption
Claimant
Address of Cloimanl 01 decedent's death
Street Address
Cily
Relalionship __
Stale ____ Zip Code
d.
Prabare Fees
15.00
C. Miscellaneous expenseS!
1.
2.
3.
d.
5.
6.
7.
8,
TOTAL (Also enter on line 9, Recapilulalion)
(II more space Is needed, Insert addltlonol sheets 01 some size.)
S 408.30
I(YUUII.t1UI
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Ploa.. Print or Typ.
~__________________ __.__J:~~UMBER
COMMOuwtAl1HOI',UIlUlVA'UA
.ltHUIIAHCI1Al I(IUIU
IUIO(HID(CIOIllI
ESTATE OF
MARINKO. Hary A.
--~-----~------~---------
ITEM
NUMBER
DESCRIPTION
AMOUNT
2.
Hershey Pharmacy - medicine
324.00
14.47
1.
Villa Teresa Home - residential care
TOTAL (Also onto' on lino 10. Rocopilulolion)
(Ir mOle spoce is needed, inse,' additional sheels or some size.)
s 338.47
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INHIIIIANCf lAIl I"UIN
I"IOINIDICIDINI
SCHEDULE J
BENEFICIARIES
ESTATE OF
HARINKO, Har~' A.
FILE NUMBER
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
--~---------------_.-~---. -~- ..- -----~.... -"----------- -----~-------
A. Taxable Bequosh:
1.
son
100?
Stan1ev T. Harinko
11 Hayfield Drive
Mechanicsburg, PA 17055
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13. Recapitulation) S
(If more space Is need.d, Ins.rt additionalsh.... of same sin)
v
,
,/
,I'
ii
'I
e ,:
REV-1S47 EX AFP (12-951 J
COHHONW'A'1l11lt 11'''''''S'ttVANU ~N'
DlI1AN'HINT 01 IHVIHtJl ~~. :o.'L
IlUNIAU Ul IHOIVlIltJAI IAIII S ~t to., .;. \ "
OIPI. :aObOI 1 ,.W
HAIHIIS8UNG. I'" 1/10'''.01001 ~!" VI.
ESTATE OF "MARINKO ' MAIlV
DATE OF DEATH 08-21-95
NOIICE 01 INHERIIANCE lAX
APPRAISEHENT. AllOWANCE OR DISAllOWANCE
or DEDUCTIONS AND ASSESSHENT or TAX
ACN 101
^
FILE NO.
COUNTY
DATE 08-05-96
2\-96'"0371'
CUMBERLAtlD
NDTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SU8HIT lIlE UPPER PORTION or THIS rORH WITH YOUR TAX
PAYHENT TO THE REGISTER or WILLS, HAKE CHECK PAYA8lE TO "REGISTER or WillS. AGENT"
REMIT PAYMENT TO:
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICS8URG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
F._=t~Dunt R8Mltt.d I
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: is'4-j-Eif - Aj:i>--nF9SY- Nor-icE- -OF - "iHHEii iiANeE - TAX - iiPPRA is Ei.jENi'-'--AL.i: OWAiicE- oR- --- - ------ - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARlNKO MARY A FILE NO. 21 96-0377 ACN 101 DATE 08-05-96
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AI ell
2. stocks Bnd Bonds (Schedule OJ (2)
3. Closely Held Stock/P8~tn.rship Int.rest (Schedule CI (3)
4. Hartg.ges/Notes Receivabl. (Schedule DJ C41
S. CashlBank Deposits/Hisc, Personal Property (Schedule EI {51
6. Jointly Owned Property (Schedule f) 161
7. Transfers (Schedule GI (7)
8. Total Assets
CHANGED
.00
.00
,00
.00
2.285.43
.00
.00
181
2.285.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Fun.~Bl Expenses/Adm. Costs/Misc. Expenses (Schedule HI (91
10. Debts/Hortgage Liabilities/Liens (Schedule II 1101
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests CSchedule J)
14. Net Value of Estat. Subject to Tax
408.30
338.47
Illl
112)
1131
1141
746 77
1.538.66
.00
1,538.66
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rat. (15)
1&. Amount of Line 14 taxable at lineal/Class A rat. lib)
17. Anount of Line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax DUB
TAX CREDITS:
PAYHENT
DATE
05-09-96
NOTE:
.00 X .00,
1,538.66 X .06,
.00X.15,
1181
.00
92 .32
.00
92.32
RECEIPT
NUHDER
AA1l2822
DISCOUNT I')
INTEREST 1-)
AHOUNT PAID
.00
92.32
TOTAL TAX CREDIT I
IBALANCE OF TAX DUEl
I INTEREST AND PEN. 1
TOTAL DUE
92.321
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS rORH FOR INSTRUCTIONS. I
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RESERVATIONI [.tata. of dacadents dying on or bafor. D.c.~b.r lZ. lQaZ -. if nny future Intar..t In the ..Int. I. 'rnn,"tred
In Po.....lon Dr anJoyment to Clo.. B lcollal.r811 banaficlntl.. of the dacadent aftar the .~plration of any ..tata for
Ilf. or for yaar., the Co..onwanllh hereby ..pr.s.lv relarve. the right to apprals. nnd ...... tran.f.r Inheritance T....
at the lawful Cia.' B Icollateral) rata on any such future Int.r..t.
PURPOSE Of
HOTlCE I
PAYMENT:
R[fUHD I CR J I
. OBJECTIONS:
ADMIN
ISIRATlVE
CORRECtIONS:
DISCOUNT:
PENAL TV I
INTEREST I
To fulfill the requir..ant. of Section 2140 of the Inheritance and Estnte TOM Act, Act ZZ of 1991. 12 P.S.
Saction 2140.
Detach the top portion of this NoticD and sub_it with your pay..nt to tho Regl.ter of Wlils printed on thD rovors. .ldD.
--"ak. check or .ono., ardor payablo to: REGISTER OF MILLS, AGENT
All pay.onts rocDlvod shall first bo appllDd to any interolt which .a., bD duo with any re.alndor oppllDd to tho tax.
A rofund of a tall: crDdlt, which was not requested on tho r,ue Return, .ay b. roquo.t.d b., co.plotlng an "Application
for Rofund of Ponns.,lvania Inherltanco and [stat. lax" IR[Y-I1111. Application. arD avallabl. at tho OfficD
of tho Rogi.ter of Will., any of th. Zl R.venu. Oi.trlct Offic.., or b., calling tho special Z4.hour
anlwDrlng lervlc. nu.bor. for for.. ordering: In Ponns.,lvanla 1-800-36Z.20~O, outsldo ponns"lvania nnd
within local Uarrlsburg arll8 (17) 7a7.8094, IDOl 17171 nZ.ZZ~2 WDRrlng l.palrDd OnlyL
Any part., in Inter..t not sati.fled with tho apprRlso.ont, allowanc. or di.allowance of doductlon.. or nsso.s.ent
of tall: (Including di.count or Intore.t) as shown on thl. NoticD .u.t obJoct within slll:t., 160) da.,. of roceiPt of
this Notic. by;
--written prota,t to tho PA C.pRrt.ont of Revenuo, Board of Appoals, Cept. 281021, Itarrlsburg, PA
--oloctlon to have tha .att.r dotor.in.d at audit of thD Rccount of the personal ropr.s.ntativD,
--appoal to thD Orphan,' Court.
17128-1021,
OR
OR
Factual error' dlscovorod on thl. assDss.ant should ba nddra.,od in writing to: PA Depart.ent of RDv.nuo,
Buroau of Indlvldunl lax... 'IIH: Post A".ss.ont Rovlew Unit. Dept. 280601, Uarrlsburg, PA 17128-0601
Phono (7111 181.6~0~. Soe'pago 1 of the booklDt "Instruction. for Inhoritance Tax Roturn for a Re.idont
Decedent" (REY-I~OI) for an Dxplanatlon of ad.inl.tratlvel., correctable error..
If an., tall: duo I. paid within threD (1) calendar .onth. after the decodant'. death, a five pDrcent (~XI discount of
tho tall: paid Is allowed.
The I~~ tax a.ne.t., non-participation ponalt., i. co.puted on tho total of the tall: and intDre.t a.se.sed, and not
paid bDforD January 18, 1996, the first day after thD Gnd of the tax a.ne.t., porlOd. Thl. non.partlclpation
penalt., I. apPDalabla In tho .a.o .annor and In thD tho sa.e tl.. p.rlod as you would appoal tho tall: and Int.rD,t
that has boon asso.s.d a. Indicated on thl. notlco.
IntorD.t Is charged bOglnnlng with flr.t day of delinquoncy, or nine (91 80nths Rnd one II) dR., fro. tho date of
death, to tho datD of pay.ont. Taxo. which boca.. delinquent b.for. January I, 198Z bear Intero.t at thD rata of
,Ill: (6%) porcDnt per annUM calculatod ot a dail., rate of .00016~. All ta.o. which boca.D dDllnquent on and aftDr
January I. 19a2 will boar Interest at a rato which will var., fro. calDndar .,oar to calendar .,oar with that rate
announced b., tho PA nepart.ont of Rovenue. Tho appllcablD lnlerDst rato. for 1982 through 1996 arD:
'!!!! Intoro.t Rlllte Dall., Intor..t rlllctor !!!! Intered R"te O"ll., InterDlt Factor
1982 2U .OOO~48 1987 .. .00021,7
1981 16;(: .0001,38 , 1988~1991 11% .000301
1984 11~ .000301 1'992 9;(: .000241
19l1~ In .0001~6 1991-1994 ,. .00019Z
1986 10;(: .000214 199~.1'996 .. .000241
"Intor..t Is calculatDd .. follow'l
INTEREST = BALANCE OF TAX UNPAID X NU~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notice ISSUDd aftor tho tall: boco.., dDll~qu.nt will reflDct an Intor.,t calculation to fllt.on (1~1 days
b..,ond the datD of thD a'lo,..ent. If pay.ent Is .ade of tor the Intor.st co.putatlon data shown on the
Notlc.. additional Inter..t .u.t b. calculated.