HomeMy WebLinkAbout96-00493
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21. If line 18 is grooter than line 19, enler the difference on line 21. This is Ih, TAX DUE.
A. Enter the inlerest on the balance duo on line 2' A.
8. Enter the 10101 of line 21 and 21A on line 218. This is the BALANCE DUE.
Mak. Chack Payabl. to: Reglller of Wills, Aganl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~
~~der penalties a' perjury. I dedore Iha11 have cPlomined this return. including Q(componying Hhedulel and stolemen". and 10 the be,' of my Ilnewledge and beliel,
I' "Irue, (orrecl and complete. I declare Ihol 011 teal "lole has heen reporled allrue morkel value. Declaration of preparer other thon the personal reprelentative i1
ba'Jd..~n 011 information ~(..whlch pre parer has any ~nowledge. L . ~ I -
~''''U" O. ,,",ON ",,00'"'''' to. '''ING '"U.N ADD'''' . OAT! ~ I't. (......
/,/__ / ,::' Donald II. Davidson, 141 Shippcnsbllrg Rd., Shippensbllrg, PA 1725-
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
YEAR
NUMBER
FOR DATES OF DEATH AnER 12/31/91 CHECK HERE
IF A SPOUSAL
~OVERTY CREDIT IS CLAIMED [J
FILE NUMBER
~\
COUNty CODE
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COMMONWfAl1H Of PHmS'flVANIA
DfPARTMtNt Of A(V(NU(
Of PI 180bO I
HARJIISIURG. PI. Ill?8 abQl
OtClOINT'i N""'( ILAst 'IRST, ""40 Mlotll( INIII"\I
Davi<lson, Mary E.
~O(IAL StCUltl1t' f4UMIU
r~~~~i~12 -
SOCI"I SleUIIIl' 'lUMUI
OlelOI"I'\o COMPIITt AODU!.S
Swaim Health Center
210 Big Sl'ring Road, Sewville,
(OUII' Cumberland
"",out.' _(<lIVID IUIINS111UCTlONSI
CAU Of OIAI"
172-36-1577
1-14-96
II ."."...11 ,...."....c.vo.~u, "'''llI'\' '.1\' "..t>"'OOII "dl'll
[J 2. Supplemental Relurn
03,
05,
Remainder Relutn
(for dotll' 0' death prior to 12.13.821
federal e,lolt! To. Relurn Required
[] 1. Original Relurn
o 4. limiled Es'ale 0 .to. Fulure Inleresl Compromise
(lor dales of deolh olter 12.12.821
[] 6. Decedent Died Teslale 0 7. Decedenl Mainlained a living TrUll
(Allach cop)' of Willi (Alloch copy of Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
_ 8. 10101 Number of Sole Deposil 80.es
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COMPUTl MAILING AOORl!l!l
~IARK, W~:IGJ.E AND PERKINS
126 East King Street
hil'l'en.fibu.m,_ I~" 1725.7
NAM(
Jerr A. Wei Ie Es lIire
ThtPttONt NUMt{.
532-7388
111
( 2)
13)
(4 )
(5 I
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1. Real Eslole (Schedule A)
2. Slacks and Bonds (Schedule B)
3. Clalel)' Held SloddParlnenhip Inlerest (Schedule q
4. Mortgagel and Notel Receivable (Schedule D)
5. Cosh, Bonk Depositl & MiscellaneouI Personal Properl)'
(Schedule EI
6. Jointly O.....ned Property (Schedule F)
7. T.on.le.. 15chedule G)15chedule l)
8. Total Gran Auell (tatallinel 1.7)
9. Funeral E.penlel, Administrative CoslI, Miscellaneous
E.penles (Schedule H)
10. Dehll, Mortgage liabililiel, lien I (Schedule I)
11. Tolal Deductions (Iolallinel 9 & 10)
12. Net Value of Eltate (line 8 minuI line 111
13. Charitable and Governmental BequeUl (Schedule J)
14. Net Value Subject 10 Tax (line 12 minus line 13)
15. Spousal Transfen lfor dalel of death after 6.30.94)
See Inltrutlianl for Af,plicable Percenlage on Revene
Side. (Include 'Values rom Schedule K or Schedule M.)
16. Amount of line 14 ta.-able 01 6% role
(Include 'Values from Schedule K or Schedule M.)
17. Amount of line 14 taxable 01 15% rate
(Include 'Valuel from Schedule K or Schedule M.)
18. Principal tax due (Add lax from line, 15, 16 ond 17.)
19. Credill Spou,al Poverl)' Credil Prior Po)'ments
+
+
(191
120)
( 61
17)
1,320.75
(B)
(9 )
507.00
(101
507.00
813.75
(11)
(121
(13)
(141
813.75
(151
x,_=
542.50
x _06 =
32,55
(161
271.25
x _ 15 =
40.69
(17)
(1 B)
73.24
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Discount
Inlerell
20.
If line 19 is 9reoler Ihon line 18, enler Ihe difference on Line 20. This il Ihe OVERPAYMENT.
iii 0 .tt:r.r.l~tN("I"'I'J,..U"'(>I.I'I'ltI"I....('-IlIr.r.n"TI.1'1.'l'.I'U~'h,I'101
(21)
(21A)
(21B)
73.24
Jerry A. \<ei!lle, 126 E. Kin!l St.. Shippensbllrg, PA 17257C,~t.; S;C
.hllllll_I'U)
ESTATE OF
ITEM
NUMBER
Il~.~...~-
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_. .,.
COMMONWrAUH 0' 'lW~\Tl\lAUlA
IUH(IItlAN(( TAl R(1Ufl:U
IllSlNNIOfCfOfNT
I
,
FUNERAL EXPENSES, j
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
- . --- ....~ ~ ----.--- - ~
Ploa.o Print or Typo
FILE NUMBER
SCHEDULE H
Mary E, Davi<lson
DESCRIPTION
AMOUNT
A, Funoral Expon...:
1.
1.
B. Administrative Co.ts:
- 0615
2.
3.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
Personal Repre.enlolive Commission. Donald H, Davidson
Sociol Security Number of Personal Repre.enlotive: 192 - 30
1996
150,00
Year Commissions paid
Attorney Feos
Mark, Weigle and Perkins
250.00
Fomily Exomption
Claim anI
_ Relotionship
Address of Claimanl 01 docedonl's dealh
Streot Address
City
Slale
Zip Code
Prabale Foe.
Miscellaneous Expenses:
Register of Wills, Cumberland County - filing Inventory,
Appraisement, and Statement of Debts and Deductions
Register of Wills, Cumberland County - filing Family Settlement
Agreement
Linda K, Klein - notary fee
25,00
50.00
7,00
Mark, Weigle and Perkins - reimbursement for postage, xerox
copies, and long distance telephone calls
25,00
TOTAL (AI.a enlor an line 9, Recapilulatian)
(II more space Is n..ded, insert additional sheots 01 samo size.)
5
507.00
v
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
u:
Donald II. Davidson
bolng duly sworn ___-.___ occording to lew, doposos end seys thot ho _ _ _1." .1.!Ie.--"!~l'B-'.'I!._ _ ____
_._.__..____ ...._.._ _.____ of t!fl.xl!llfllf.XlIf< Nary E. Davidson
let. of __W~st!,ennsboro Township ..____..._ _ .._, Cumborlend County, Pe., d.c....d end th.t the
within is on invontory modo by ___lJ_ClllilLd_.lJ...D!!yldson _ .__. _~__, the said stepson
of Ih.~,"fIIf.ltIf soid dace dent, consisting of all tho pe.,onol prop.rty and rool ostot., IXcepl ..01 "tal. outside
th. Commonw..lth of P.nnsylvonio, end that the figures opposite each item of Ihe Invonlory represent it's fair volu.
os of tho doto of docodent's death.
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Notarial Seal
~!~da K. Klein, Notary Public
. ..ipjlensburg, PA cumberland County
r,~y comlrisslon Expires AuguSI15, 1996
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Donnld II. Davidson, Stepson
141 Shippcnsburg Road
Sworn to
and subscribed before me,
j
Shippcnsburg, l'A
17257
Add,...
O.Y
January
Month
1996
Dole of D..lh
Vu,
INSTRUCTIONS
I. An invenlory must be filed within three months after appoinlment of porsonol represenlotlve.
2. A supplemonl inventory musl be filod within thirty days of discovery of additional essets.
3. Additional shoots may be ettochod OS to porsonolty or roolty
4. See Article IV, Fiducleries Acl of 1949.
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COMMONWEALTH OF PENNSYLVANIA
DlPARTMINT 0' RIVINUI
OFFICIAL RlCII" . PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
DNo. AA 112967
RECEIVED FROM:
i
ACN
ASSESSMENT r:'I
CONTROL iii
NUMBER
AMOUNT
WEIGLE JERRY A
126 E KING STREET
HlI
~/~.c"
SHIPPENSBURG, PA 17257
ESTATE INFORMATION:
~ fiLE NUMBER
g 21-1996-0493
Ilt NAME Of DECEDENT (LAST)
II;iI DAVIDSON MARY E
II DATE Of PAYMENT
B POSTMARK DATE
COUNTY
SSN 172-36-1'577
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
~73.24
VZ
JERRY A WEIGLE ESQ
SEAL
I /1
RECEIVED BY -' ..'
SIGNATURE
." / . -. ..J
CHECKII 12700
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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REV-1547 EX AFP 112-951~l l;;
CmcMONVUL lit Of PlHHSVI VANIA ACN 101
M".'""NI or .,v"M NOTICE OF INHERITANCE TAX
'UREAU or ,NOI.IOU" "'IS . APPRAISEHENT. AllOWANCE DR DISAllOWANCE
~~:~is:~:~~IPA ""...... '" OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 09-23-96
ESTAfCOF DAVIDSOn HARY =~ . "FILE NO. 219670493
DATE OF DEATH 01-14-96 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER. CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAVABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
JERRY A WEIGLE ESQ
MARK ETAL
126 EKING ST
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.,ount Re"ut.d
CUT.ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REiFis4i"EX-"FP-nF9sY-NoYicE--OF-YNHEiiii'ANCE-YAiO\'PPRAisEHENr-.--,m.-OwANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIDSON MARY E FILE NO. 21 .96-0493 ACN 101 DATE 09-23-96
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l Estat. (Schedule A) ell
2. stocks and Bonds (Schedula 8) (2)
3. Closely Held stock/Partnership lnterast (Schedule CJ (3)
4. Hortg.g.s/Not.. Racelvable (Schedule DJ (4)
S. c..h/Bank Deposits/Hilc. Parsonal Property (Schedule E) IS)
6. Jointly Owned Property CSchaqula fJ Ib)
7. Transfars (Schedula G) (7)
8. Total Ass.t.
) CHANGED
.00
.00
.00
.00
1.320.75
.00
.00
(Sl
1,320.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adn. Costs/Hlsc. Expenses (Schedule H) (9)
10. D.bts/Hortg.g. Li.bllltl.s/LI.ns (Sch.dul. II 1101
11. Tot.1 D.ductlons
12. Net Value of Tax Return
13. Ch.rlt.ble/Governnent.l Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
507.00
.00
1111
1121
1131
1141
~07 00
813.75
.00
813.75
NOTE:
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. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Due
.00 X .00=
542.50 X .06=
271 .25 X .15=
IlSI
.00
32.55
40.69
73.24
TAX CREDITS:
PAYHENT
DATE
06-Z1-96
RECEIPT
NUHBER
AA1l2967
DISCOUNT (+1
INTEREST (-)
.00
AHOUNT PAID
73.24
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
73.24
.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, VOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
'I.'
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RESERVATION: E.tat.. of d.c.d.nt. dying on or b.for. D.c..b.r Il, 1~8l -- If any future lnt.r..t In the e.tat. I. tran.f.rr.d
In po.....lon or enJoy..nt to Cia.. 8 (collet.ral) ben.flclarl.. of thl dlcldlnt aftlr the e.plratlon of any ..tat. for
life or for ~.ar., the Co,.onw.alth hlrlby ..pr...ly r...rvI. the right to appralsl and a..'" tran.f.r Inhlrltancl ,....
.t thl I.wful CI... a (coll.t,ral) ratl an any .uch future Inter..t.
PURPOSE OF
NOTICE:
To fulfill the rlqulr...nt. of s.ctlon ll~D of the Inh.rltanc. and E.tat. Ta. Act, Act II of I~~I. 1l P.S.
S.ctlon UltG.
PAYH[NT I
D.t.ch the tap portion of thl. Notlc. .nd .ub.lt with ~aur ply..nt to the Rlgl.t.r of Will. prlnt.d an the r.v.r.. .Id..
uHak. ch.ck or lon.y ord.r p,yabl. tal REGISTER OF MILLS, AGENT
All pay..nt. r.calv.d shall flr.t b. .ppll.d to .ny Int.r..t which .ay b. due with any r..alnd.r .ppll.d to the t...
REFUND (CR)I
A r.fund of at.. cr.dlt, which was not r.qu.st.d an the Ta. R.turn, ..y b. r.qu.stld by co.pl.tlng an "Appllc.tlon
far Rlfund of P.nn.ylvanl. Inh.rlt.nc. and E.tat. Ta." (REV.llIl). Application. .r. avall.bl. at th.Offlc.
of the R.gI,t.r of Will" any of the l5 R.venu. DI,trlct Offlc.', or by calling the .p.clal 24-hour
an.w.rlng ,.rvlc. nuab.r. for for.' ord.rlngl In P.nn.ylvania l.aDO.56Z-2050, out.ld. P.nnsylv.nIa .nd
within local Harrl.burg .r.. (117) 181.80~4, TOOl (111) llZ.ZZ52 (H.arlng IIPalr'd Only).
Any party In lnt.r..t not ..tl.fl.d with thl .ppr.I....nt. allowanc. o~ dl.allowanc. of d.ductlons, or ........nt
of t.. (Including dl.count or Int.r..t) a. shown on thl. Notlc. IU.t obJact within sl.ty (60) d.y. of r.c.lpt of
thh Notlc. by:
oaJt:CTlONS:
..wrltt.n prot..t to the PA D.p.rt..nt of Rlvlnue, Board of App..I" D.pt. Z810ZI, Harrl.burg, PA l1IZ8.1021, OR
...I.ctloo to have thl .att.r d.t.r.ln.d..t audit of the .ccount of the par.onal r.pr...nt.tlv.. OR
...pp..l to the Orphans' Court.
ADHIN
ISTRA TlVE
CORRECTIONS:
.
F.ctual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddra..ed In writing to: PA D.p.rt..nt of R.V.nul,
Bur.~ of Individual T...., ATTMI Po.t A.......nt Ravlew Unit, D.pt. Z806DI, Harrl.burg, PA 11118-0601
Phon. (717) 181.6505. S.. page 5 of the bookl.t "In.tructlon. for Inh.rltanc. Ta. R.turn for a R..ldlnt
DlCldlnt" (REV-1501) for an ..planatlon of .d.inl.tratlvlIY corr.ctabl. .rror.:
DISCOUNh
If any ta. due 1. paid within thr.. (5) c.l.ndar .onth. aft.r thl dec~d.nt" d..th, . flv. p.rc.nt (5~) dl.count of
the tax paid I. allowed.
PENAL TV:
Th. 15X t.. aan..ty non-p.rtlclpatlon plnalty I. co.putld on the total of the t.. and Inter..t al...sld, and not
p.ld b.for. January 18, 1996, the flr.t day after thl .nd of the ta. a~l.ty p.rlod. Thl. non-p.rtlclpatlon
plnalty I. app..lable In the .a.e ..nnlr ond in the Ihe .... tl.. periOd a. you would .pp.al Ih. t.. ftnd Inler..t
that ha. b..n .......d a. Indlc.l.d on Ihl. notice.
INTEREST:
Inter..t I. charg.d b.ginnlng with flr.t day of d.llnquency, or nine (~) .onlhs ftnd one (1) day fro_ the dal. of
dlalh, to the dal. of p.y..nt. Tax.. which blc..e d.llnqu.nl b.for. January I, 1~81 bo.r Intor..t at the ral. of
,Ix (6%) p.rclnt par .nnu. calculalod at a daily r.te of .000164. All I.... which becn.e dollnquont an .nd .ft.r
Janu.ry 1, 1~81 will b.ar Int.r..t at . rat. which will vary fro. c.t.ndar y..r 10 calendar yo.r with Ihat r.t.
announc.d by the PA D.p.rt..nt of Revonu.. The appllcabl' lntor..t ral.. for 1~81 Ihrough 1~~6 .r.1
'!!!! Intarllt A.t. Dftlly Inlernt Fltctor !!!! Int.r..t AIIII. Dally Inhre.t Flllctor
1~8Z 10Z .000548 1981 'X .000Z41
1~85 16;( .oaOU8 1~88'1~91 lIX .0OOlOI
1984 lIX .000501 1992 'X .000141
1~85 15% .000556 l~q3-1~~4 1'1. .aOol~2
1~1I6 10% .000Z74 1~~\'1~~6 'X .000141
ulntarnt h calculat.d .. follow':
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAiLY INTEREST FACTOR
..Any Notlc. I..u.d .ft.r the ta. b.co.e. d.llnqu.nl will r.floct 8n Inl.r..t c.lculatlon to flft.ln (15) day.
beyond the data of Ih. ........nt. If pay..nl i. .adl afl.r Ih. Inl.r..t co.putatlon dale .hown on the
Notlc., .ddltlonal Int.r..t au.t bl calculal.d.
ESTATE OF MAltY E. UA VmSON
21.1)(,.(WJ3
FAMILY SETTLEMENT AGItEEMENT
TillS AGREEMENT madc this "7 ~~ day of f)( t t t. l . 1996.
IlETWEEN: NANCY B. DIEIIL. Guardian for ANNABEL S. DIEIIL. minor; JONI S. .
TA YLOR; WINIFRED D. WELLER; SARA D. MYERS; REBECCA D. DlEIIL; DONALD II.
DA VIDSON; PATRICIA A. DIEIIL; ROBERT D. DIEIIL; ELlZABETII J. DIEHL; JOliN E.
DIEHL; and ANNETrE M. BAILEY, bcing thc Icgatccs undcr thc Last Will and Tcstamcnt of
Mary E. Davidson, latc of Ncwburg, Cumbcrland County, Pcnnsylvania.
WIIEREAS. Mary E. Davidson dicd January 14. 1996. tcstatc. and under hcr Wilt Icft her
estate to thc parties hcrcin; and
WHEREAS, all the asscts of thc latc Mary E. Davidson havc becn liquidated or distributed
and all her dcbts paid in full, the said parties hereto desire that a Family Settlement Agreement be
executed, which Family Settlement Agreement will be duly rceorded among the deed records in and
lor Cumberland County.
NOW, TIIEREFORE, WITNESSETlI. that the parties hercto. in considcration ofthc premises
abovc stated, and of the Accounting and Proposed Schedulc of Distribution attached hcreto and made
a part hcrcof, and the rcceipt of thcir distributivc shares as therein shown, do mutually bind
thcmselvcs to the said Distribution amI Accounting as set forth amI furthcr mutually release each
other from all claims and dcmands whatsoevcr arising out of thc scttlcmcnt of the Estate of Mary E.
Davidson.
The partics hcrelo do furthcr agrcc that should any liability comc due to the estate of the said
dcccdcnt alier thc signing of this agrccmcnt. wc and cach of us do hereby covcmlllt and agrec with
I
- - '- - .....-_..._-...
J{cccillts flf J'rincill"l
Qlsh
Presbyterian Homes, Inc. - proceeds of nursing home patient care
account
1,235.95
Commonwealth of Pennsylvania - prorated pension for January 1996
52.82
Fogelsanger-l3ricker Funeral Home - refund from pre-paid funeral
84.80
Total Receipts of Principal
) .373.57
2
PrOlloscd Uislrlhutitlli 10 IIcnclicinrics
TO: Nuncy 13. DiehlliJr Annubel S. Diehl, minor
1112 Shure. CASH 66.11
TO: Joni S. Taylor
1/12 Share. CASH 66.11
TO: Winifred D. Weller
1/6 Share - CASH 132.22
TO: Sura D. Myers
1/6 Share. CASH 132.22
TO: Rebecca D. Diehl
1/6 Share - CASH 132.22
TO: Donald H. Davidson
1/6 Share - CASH 132.22
TO: Patricia A. Diehl
1/30 Shure - CASH 26.45
TO: Robert D. Diehl
1/30 Share - CASH 26.45
TO: Elizabeth J. Diehl
1/30 Share - CASH 26.45
TO: John E. Diehl
1/30 Share. CASH 26.44
TO: AnneLle M. Duiley
1/30 Shure - CASH 26.44
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MARK, WEIGLE AND PERKINS - ATTORNEVS AT LAW _ 120 EAST KING STREET _ 5UIPPEN5Duno, PA 17257.1397
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