HomeMy WebLinkAbout96-00574
~ ~ BE SURE TO ANSWER ALL QUESrlONSONREVERSE SIDE ANDIO RECHECi(,oIATH -0(-<
Undor penoltiel of pOfjury, I dedore Ihol I hove e...amined Ihi\ return, in(I~"d;~ -~'~omp~ny~g-'~7h;{j~l;~ nnd ,!atnmenh, and 10 the bf'\! of my ~nowled91! and beliel,
it i, true. corree! ond complete. 1 declare thaI 011 real cllo!1! hO\ beron ,,'ponf'd 01 Irue mor~el volvo Ot'dorotlon 01 prrpOfef olher thon !hl! renane! f(',Helenlolive i,
b(n II information of .....hlch prf'porer hen cny ~nowledgf'
~IGtjA1Uii{ 0 '~li..6,~'''i~'POlj~'lIll 101111\'11(, WII(J~' ^N~~f ~'. Jf33 .5. YoA:'K S'1: ().fto1l'
ot:.-/ n!E~II!llIICS.1JIfI?(,,,P/1 /7~SS" 1-/1. f(,
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1 lOR DATlSOI DIAlH AnlR 12/31191 CtUCK HIAI
, II A SPOUSAL ,
i POVIRIY CRIDIIIS ClAIMID ,
I fill NUMBIR q q
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
57Lf
(Olvl",orlwl Al III 01 1'1 P4H~'I"MfIA
()IPAIlTMltH 01 NI....I'wl
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! 2 Supplcnwn10l Reluln
] J Remuinder Relurn
(lor dahn 01 death p,ior 10 12.1 J.821
fuderol E,tolll Tm Relurn Requifltd
O,iginal Return
limitf!d hI ate
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I ] 4u Futuro Inlcrest Compromiut
(lor datil' 01 death ohef 12.12.821
Decedenl Dif!d Te'fole ) 7 Decedent Maintained 0 living T Hnl
IAllach copy of Willi (Attach copy 0' Trultl
._-,.._------_._.._.---~._-_._----'---
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
NAM( =1CO,",PIITI MAlllt4GADODU!l
CI-/ltt2.I.6S E: SH/E7..J)S:or z. (.,<J. 1'11"'/11I ~r.
..-,-..---'- -- -.,.......-----
"'''HONtNUM''' fl?eC/f,>9NICSBIA 1!6-, Pt'1 /7DS,s"
[J/7 L .7"h~ -.OU'.?007~ ._o_~c",,~,. u__"',.... ,~ .., ~ .,.. ---"~'O'CCCCC'''7"'.
_ 8 Total Number 01 Sole Depo,it 80UI
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III 0
121 0
13 ) 0
(4 ) 0
(5 ) 0
16 ) 0
17 ) '1-INFO O/lJI.Y-.lJGTO
(9 ) ~t). (lU
(101 0
~"/~....,
o
,. Real E"ale 15chf!dule AI
2. Slac~' and Bondi (Schedule 8)
J. Closely Held Slack/Poftnership Inteuut (Schedule CI
4. Marlgogel and Notel Receivable (Schedule 01
S. Co,h, Bonk Depo,ih & MiuelloneouI Penanol Properly
(Schedule E)
6. Jointly Owned Properly (Schedule F)
7. Tranlfen (Schedule G) {Schedule II
8. Talol Gron Aueh (totollinf!' 1.71
Q. Funeral ElIpen'el, Adminiltralive Co,,,, MiuelloMou'
Ellpenl"I (Schedule HI
1 O. Deb", Mortgage liobililiel, lienl (Schedule I)
11. Tolal Deductionl (total line, 9 & 101
12. Nel Value of Ellote (line 8 minus line 111
13. Charitable and Governmental Bequo," 15chf!dule J)
IA. Net Value Subiecllo TOll lline 12 minuI line lJ) .__.._____
15. Spou,ol Tronller, Ifor date, of death ah"r 6.30.94)
See In"ruelions for Ar,plicoble Percentage on Revers"
Side. (Include value, rom Schedule K or Schedule MI
16. Amount a. line 14 toxable 01 6% rate
(Include value, from Schedule K or Schedule Ml
17. Amount of line 1.4 lallabt" at 15Q.'o role
(Include voluoI from Schedule K at Schedule M.I
18. Principaltok due (Add tOk from line, 15. 16 and 17)
lQ. Crodih SpoulOl Poverty Credil Prior Poymenh
o + 0
(0 )
o
(III
(12)
(13)
--~ ----
o
o
(151 /lO/z.x d<<e m Sf~"JA/. ,,=
t.-4nsG per "m;.J9w.t.
(16) .!> . 06 =
o
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t?
. 15 =
o
(17)
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(101
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Di"aunt
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(19)
1201
+
18, enter the difference on lino 20. Thi, i, the OVERPAVMENT.
20.
II line lQ j, greotef than line
au
o
o
o
Check here If you are ,equesting a refund of your oVllpayment.
21. If line 1 B j, 9reolor Ihon line )t~. enlor Ihe diffe,ence on line 21 Thi, j, the TAX DUE.
A. Enter the inlerell on thf! balance due on lint' 21 A
B Enter the total of line 21 and 21A on lino 218, Thi, il the BALANCE DUE.
~"~h ~~.d~ _~oJo~.I._to: R~~~.il!.r o! Wills, Ag.nt
1211
(21AI
(210)
(,;.q
]!1.
Act #48 011994 providOllor Ihe reduction 01 Ihe lox ralellmpoled on Ihe nel value 01 Iranllen 10 or lor
Ihe UI. 01 Ih. Ipoule. The ralal 01 prelcrlbed by Ihe Ilalule will be:
. 3% (.03) will be applicable for ellalOl 01 decedenll dying on or alter 7/1194 and belore 111/96
. 2% (.02) will be applicable lor ellalel 01 decade nil dying on or alter 1/1/96 and before 111197
. 1% (.01) will be applicable for ellalel 01 decedenll dying on or afler 111197 and before 1/1198
. Spoulal translen occurring on or alter 111198 will be exempl from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK !v') IN THE APPROPRIATE BLOCKS.
J.E.5, Ji.Q..
1. Did decedent make a transler and:
a. relain the use or income 01 the properly translerred, .......................................................
>.
b, retain the right to designate who shall use the property translerred or its income, ..,..,..,......
:x
c, retain 0 reversionary interest; or ....,..............,...............,...............,..,.........,..................
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d, receive the promise lor life 01 either payments, benelils or care? .....,..,..............................
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2, II death occurred an or belore December 12, 1982, did decedent within two years preceding
death transfer property wilhout receiving adequate consideration? II death occurred alter
December 12, 1982, did decedent transler property within one year of death wilhout receiving
adequate consideration?.."""..""."..,..,.."....,.""...",..,..""",.."""",..........",."...""..""""
)(
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3, Did decedent own on 'in trust lor' bonk accounl at his or her death?....................................,
1-
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE, SCHEDULE Gl~ND FILE IT AS PART OF THE RETURN.
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lOMMONWUll11 Of 1'1 Ntl\H\lAt4!A
lNHUIfANCr tAil .nU'N
'1\IOINl DICI DINt
SCHEDULE G
TRANSFERS
PlEASE PRINI OR rYPE
ESTATE OF
FILE NUMBER
e t-/// E
IJ/- ;tL.G"X/lAJDEIt!
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWEM TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES,
, DECD DOllAR VAlUE
ITEM DESCRIPTION OF PROPERTY EXC\uSIOtl TOTAL VALUe ... OF DECEDENT'S
NUMBER: '"c/ud. nfln'e 0' the tWOI''''ttt.', Ih." ,elu'.on.h,p to dctl,dp"', dill" of t,u",'''' or ASS(t INT INTERlST
/,
fD/I! J}1.sCL()'sU~li' 1'<<I?,<7o..s~!> 111/
~/lJr-eJl'il'Hl1Y WI7'~ T,vG' LAlu /h-JD
PBf PHt:Wt? (Jp/JIJ/EIf'SA'O,()A,l It-Vr.y'
P,N(JL J>,I,8en-:
10010
"-
II, eSS.iJ2
IDOl.' ~/I 3SS'oo'2-
V,4A1G-u Mi> tvG?7-lESU;Y IN~"fE
FUN./:J - IRA VIrLUl:"IIJ,fSS: t.l2
DCSl6 Nb?:'" ,P/I- Y/1l3tE /S ])E:C.Eb@J7i
SullJ//VIN6- IIJtS,8/MJ.b, R()~82T
L- 1It.1::")<,4A1 'J)m<:.
(See fklu.Df'/ 01 ST-CLrtl1lmt
a !nJ.ehul )
TOTAL (Allo enter on lin. 7. Recopilulolionl ! S 0
,,, mOlt' 'pace II "('.rled, ,fU('ff add,'lonol ,hee" 0' 10mI!' Ilze J
~ . .
11~'''IIl. 11111
ESTATE OF
ITEM
NUMBER
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfAIHt Of '(N~~UI\l"UIA
INttUIIANC( IAI IlflUIlU
RnIOW' Of((OfW
IE'L.V/€ /11. //-tG)(~,A/1>e-R
DESCRIPTION
1.
A. Funeral Exp.ns...
1.
B. Admlnlstratlv. Casts:
Personal Representotive Commissions
Social Security Number of Personal Ropro.enlative:
Year Commissions paid
PI.as. Prlnl or Typ.
r NUMBER . .
'" _.--.. .--- '''.-.
2, Allorney Fees CHI/'flLES E. $ltl/?ZJ)S 1C. (/.I.ndder",j"ed 4r (.I,;,y
3, Family Exomption
Claimant
4,
C.
1.
2,
3,
4,
5.
6,
7,
8.
,()I-~
Relationship
Acldress of Claimant at decodenl's death
Street Address
City
Slole
Probate Fees
Mlsc.llaneous Expens..:
J:/VN6- /NIIEI1/7"lItlJC~ fif... ~rl<ltlll
Zip Codo
TOTAL (Also onlor on lino 9, Recapitulation)
(1/ mar. space Is need.d, Inserl additional she.ts of same slz..)
AMOUNT
AJoNIi
"vIA
'it'. -
s
If). ,r:>
IIHGl1iTHII 01' WIl,I.1i 01' CUMIII!IU.A1lU COUlITY
IWI'OIlT 0(1 1iT^1'lJ1i 0(1 ^IJMfNI1iTIIA'110N
(l'or 1Ic::ldent lJeeedent~ lJylnu ACter July I, 19H1)
H1iT^'I'1! NO. 21-qU. - -!J 7!:L
NUllle of Deeedenl: EL VIE Ill. /lLE)<//NlJE"i(
1ioelul Security Account No.: I!'(, - .;)~- Y6./t(.
Ou te of Deu th:
.3 - .at) - 7ft;
NUllle of Personul Hepreselllulivc(s):
Ro.<3B;?T L /1L.~A''u.LJef!
Cupuelty
(check one)
Executur
Aumlnlstrulor
:<
^dminislru lor e.t.u.
^dllllnlstrulor d.b.lI.
Is the udmillislrulloll of the estute eOlllplele'!
Yes
x
No
If "yes", how wus thc uuminislrullon cnued'! (check olle)
uy eourl uecountill!:
By ueeounl sluted to purties In intercst X
Did the purlies relellse the
personul representutivc?
Other (expluill) #I66'/IrlIP ~ ('1J/F6 .srru04 7?~..v .-2GtPV/A!!/N6-
FIJ.IN6- OF //lIIIEl?/T/JAJCE TAX 1:!E71-1K/V.
Totul lImount puid to du te to el'cdi tors lIl1d for fUllerlll unu
udlllillistrutive expense
$_iJjA-
'I'otul vlllue of distributions to ullte to bellcficiuries
$ 1/ 1'5f./)1.-
.
If lIumil1istrulloll is lIut cumplcle. c.stilllulccJ vullle uf ussct.s
still ill uuminislrutioll
$
NOTE: This stutus report is due nl) lutcr limn the uue <hlte ror filit'l: the I'clIIls-ylvUlllu
fnherilunee Tux lIelurn or, If lIO h.hcrilullce Tux lIeturu Is re(luired, nine (9) months
ufter the dute of uelllh; ir the IIdmlnistrulion of Ihe c.~tnte IlIls nol been concluded,
u sUlllmury rcport shull be filed ulllluully lhercufter until the udlllinislrlltion is complete.
I certify unuer pClllllty of (lerjul'Y Ihllt II", forcllOill!: illformlltioll is correel to the
bcst of my knowlcdl:e, informlllioll 'IIul hclief. .
llutc: "1' If ,t9,qv ~~~
, """"Oltul-ll"jll'#Mlllt"t-We
, ^ Ilor/lcy for E~lnlu
'1,ls report must bu si!:nt.'tI by the pursonlll rcpresentutivc, or onc of thcm whcn morc
thun onc, or by eounscl for t!IC ustute.
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiilj:iS4'i-EX-AFP--iiiF9r.T"iioYicE--OF-YNHEiiii'AifcE-YAX-jiPPRA"isEHEN'i'-,--,\L,i:oiiAifcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELVIE M FILE NO. 21 96-0574 ACN 101
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 ~.t. CIS)
16. Anount of Lina 14 t.xable at Lin..l/Clall A rat. (16)
17. Anount of Lina 14 taxable at Collat.ral/Class Brat. 117J
18. Principal Tax Due
l., ,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/.5-,/ /5 -;'1
BU~EAU OF INDIVIDUAL TAXES
I frI.'llR 1 IANC[ tAlC DIVISION
(l[PI. 1806Ql
tIAARI5BUAG, PI. 11IZI-0601
NOTICE OF INHE~ITANCE TAX
APP~AISEHENT. ALLOWANCE D~ DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
to-28-96
ALEXANDER
03-30-96
21 96-0574
CUMBERLAND
101
Anount Re.ittad
ESTATE OF ALEXANDER
TAX ~ETU~N WAS:
I ACCEPTED AS FILED
I X I CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l Est.t. (Schadula Al Cl)
2. Stocks and Bonds (Schedula 8) (2)
3. Closaly Hald stock/Partnership Int.r..t (Schadule C) (3)
4, Hortg.ga./Not.. Raceivable (Schedul. DJ (4)
5. Cash/Bank Daposits/Hisc. Parsonal Proparty (Schedule E) CS)
6. Jointly Owned Property CSchedule F) (6)
7. Transfers CSchedule G) (7)
8, Total Assets
,00
,00
,00
,00
,00
,00
11 ,855,02
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses CSchedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) CI0)
11, Tot.l Deductions
12. Net Value of Tax Return
13. Charitable/GoYern~.nt.l Bequests CSchedule J)
14. N.t Value of Elt.t. Subject to Tax
10,00
,00
llll
ll21
ll3)
ll41
NOTE:
11.845.02 X .00=
,00 X ,06=
.00 X .15=
ll8)
TAX CREDITS:
PAYHENT
DATE
DISCOUNT 1.1
INTE~EST 1-)
~ECEIPT
NUHBE~
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
\
(---
i*
'l,-Ihl III" tll.tu
ELVIE
M
SEE
DATE
ATTACHED
10-28-96
NOTICE
NOTE: To insure proper
credit to your account,
sub.it the upp.r portion
of this for. with your
tax pay.ent,
11.855.02
1 n nn
11.845.02
,00
11.845.02
,00
,00
,00
.00
,00
.00
,00
.00
. IF PAID AFTE~ DATE INDICATED, SEE ~EVE~SE
FD~ CALCULATION OF ADDITIONAL INTE~EST,
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS ~EQUI~ED.
IF TOTAL DUE IS ~EFLECTED AS A "C~EDIT" IC~). YOU HAY BE DUE
A ~EFUND. SEE ~EVE~SE SIDE OF THIS FD~H FD~ INST~UCTIDNS.I