HomeMy WebLinkAbout96-00715
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COMMONW~AlTH Of PENNSYlVANIA
nEPARTM[NT Of REVENUE
DEPT,280601
_~":~~158URq~.~~_17_1_~~.:~~1
DECEDENT'S NAME (LAST, fiRST, AND MIDDlE INIIIAli-----.n-~---...-.--:-.--.-.-~.
__..._~A .p... "D...,E, ;,_ [_6: (j ~ A P....I I.')
.O~~~~'~TV3N~".~~~_~n~_Io_n ~A0 ~. ~A:t1cln~ ["/[, (~8"'~ (! ~
[" "''''''''''''''''''', "OU5<' "../ "'" "'" ''''''',,0<, """"'_1'0('" \[([,,,,, "UM"".
----_.._.~- ,,-.
[~, Original Relurn [I 2. Supplomonlol Roturn
r] 4. llmitod Estate [ 'J 40. Fulure Inloro\1 Compromiso
~__./ (for doles of death ahOf 12.12.82)
M 6. Decedent Died Testote l 1 7. Decedent Maintained Cl living Truu
(Alloc' copy of Will) (Alloc' copy of T ".[)
- .---.
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD'8E DIRECTED TO.
~E NA E" /j _ ==C'OMPlm MAILING ADORESr.
~!il eolZ.~l:-_E'__L9-".k-.\c.0s"'-__~:__.______, )...-1 L-v, i-\\C\~, ST
._ 8~_:~~):; ~M"1.-~ ~ -:L' ~LScc".,~~..=.~=.,=...=~.~.". Qi;.,:J \ 2.L~.bJ~-.~-\ 7_01 L.~_=~.=.
1. Real E,lot' (Schedule AI ( I I. I 11'),. 0(>0, of>
"i r- 2-
2. Stach and Bond. (Sc'edule B) (2) ,_ ~'t-.'t-, 't, , ..'- .
3. Clo.ely Held Stock/Porln...hip 1n[ere.[ ISc'edule q (3) .
4. Mortgages and Noles Receivable 15chtldule 01 (.:I J
5, Cosh, Bank OBposil5 & Miscellaneous Personal Properly (5)
(Sc'edule E)
6. Jointly Owned Properly (Sd'ldulo F)
7. Tron.'... (Schedule 0) (Sc'edule II
8. Total Gron Aneh (lolol lines 1.71
Q. Funeral Expenses, Admlnislrallve Cosls, Miscellaneous
hpen... ISchedule H)
10. Oebh, Mortgage liabilities, liens (Schedule Il
11. Tolol DeductiOn! (Iotollin.. Q & 101
12. Nfll Value of Estate lllna 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject 10 Tax (I.Ina 12 minus line 13)
15. Spousal Tron"fen lfor dale! of death OhM 6.30.94)
See Instruclions for Ar,pHcClble Percentage on R~h'erse
Side, llnclude values rom Schedule K or Schedule M.)
16. Amount 01 Une 1.4 taKable 01 6% rate
Ilndude values from Schedule K or Schedule M.l
17. Amount of Une 14 taKoble 01 15% rate
llndude values from Schedule K or Schedulo M,)
18, Principal lax due (Add !Ole from tines 15, 16 Clnd 17.l
19, Credits Spousal Poverly Credit Prior Payments
--- +
REV I~DO [1(+ (/:'1<11
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR OATIS OF DEATH AFlER 12/31/91 CHECK HERE
IF A SPOUSAL
POVERTY CREDIT 15 CLAIMED I I
FilE NUMBER
2.1 - \ "'leI (., .-071::-'-
COUNTY CODE YEAR NUMBER
I-
ili
ffi
u
'"
Q
{)('r.j(l[t:iTS'"(-X>Mfiirlr -~-r)DI!["~s----"---'---'_:"_-~--~---
1111 L,,(\(, LAN("_
NQ..""..i\ ((" p,J.. 1 1'1.'t 1
c"""r^Mou5~[~[~~b~f[G,~~~~~~-'..:..
r _l 3. Remainder Roturn
Ilor dOles of dOCllh prior 10 12.13.82)
[I 5. Federal Eotote Tax Ro[urn Roqu;rod
~ 8. Tolol Number of Sale Deposit BOXEl$
n k 0,_ f'->.(. ~_,t?,_,
Z
Q
S
:::0
I::
~
ill
..
( 6)
( 7)__
(B1 Jl~_':I::..1d 3 S-
I Q)
iL_OLIf_-,- " 0.___,.,
110)
Ill) -.J=L- D I 4:.0.0_
1121 f ~7 -'>, '2,,, 1 ,...00_
1131 -------.-
1141
115) .,______,..____u_________._ X, __c
(16).IX~. .'30 ],...Q.,,___x ,06. ___.J.E_;._.i:JJ2--,-~)g__
117)_
.__.__u.. X .15 1:1
IE
..
r.:
~
it
.
..
u
(18) ---.1~2._:L''liL~:,Q....u.
,
Discount
Inlerell
+
1191 --------------
120) ------.-----------
~
I-
20, If Llne 19 is grflater than LIne 18, enter the dlHorence on Lino 10, Thil I. the OVERPAYMENT,
DID
121) ___L9~l'i_.a'._,.9_~_
(21 A) --.------zr<;{S--(; b n__
(2IB) .._.jQ,__._L_LQ_~ ,,,,,,,_,.
(h..'ck 'CHI if VOU (HO foquesting Q refund of you, ovcrpovmcnl.
21. If line 1811 grealer thon Uno 19, enler the diHarence on Line 21. This is the TAX DUE,
A. Enler the interest on Ihft balance due on line 21A
8. Enter the tolol 01 tine 2\ and 21A on linn 21B. This Is the BALANCE DUE.
._~nk. Ch.~k Pa_va~l. .!~: R.~I.t.r_~f ~~~~.~!_.~g.~! .__..__ n.+__.' ..
1i.t<1",'ij, .., ~,... 8E SUR! TO ANSWER A~l QUESTIONS ON REVERS! SIDE AND TO ._CN.tIC M~Ytlf! !t:..ti'Y ,,1" :: .y~
Und.r penalti., of perjury, I d6clore that I hove examined this return, including accompanying schedules and stotemonh, Clnd to the best of my knowledge and belief,
illt Hilt, correct and compl1l18. I decloft:l !holllll feol (l\tate hm b\18n rflporled 01 true mClrkfll volue, Declmotion of pre parer other thon Ihe perianal repre""lotive I.
bOled on all informallon of which preparer hOI any knowledge.
"~,IU,,:~~{~~~~~:::~-'~~:::,:::-{ I I I"'...~ UI~ (, L I. ne11v~=,~~(I:- f)A ::;:-0j~i/~/'i-
I '
~jj- 1 Fu~fR~~~~~~N~ES, I
COMMONWfAlTH 0' PENNSYlVANIA ADMINISTRATIVE COSTS AND i
_ INf~\~~,~Wtt,~\~~RN MISCELLANEOUS EXPENSES I Please Prlnl or T
ESTATE OF 'C;;,- ,- ".- .."... .,. ..'--=="j-jij[E NUM-eER __n_ YP!
ITEM __I_____~c.{ (\-1-L b _ P> A I~~ l'o.,______J 2 , - I '1 ~ - 0 l ( ~
NUMBER DESCRIPTION AMOUNT
---------------.--------
A.
'tfV.l~ll nt 1'881
1.
Funeral bpens.s:
k vJ Ii) CI \3.'-I.il'1-I e r >
2(.,,'1,00
B. Administrative Costs:
4,
C.
1.
2,
3,
4,
5,
6,
7,
8,
1.
Personol Representative Commiula~s
Social Security Number of Personal Representative,
Vear Commiuiono paid \ '1'91
to",A" A, UltlLrw:.s
llilf - ~Ic:> -1.'1'1)...
11,700,00
2.
Attorney Feo$ 00UL.L':1l,) f:JL)'''''lM~1 ~ ~OW~L'~~
I
q, 't 1.l0, Q ()
3,
Family Exemption
Claimant c: 0' Ar:<' A , BA-R.J'Lq Relatlon.hlp S" (\
Addreu of Ciairnant ot decedent'. death
Street Addre15 II I \ La r\ '" l....ArI e
City ___ N Qu..'~ . ~ \., L.. Stoto t' A-,_ Zip Code I, 'J..<f I
5, $'"00. ,>0
Probate Fees
Mlsc.llaneous Exp,,,,,,,
~~~la..... (':x~'" ~~ 0 . ;::'"--",, p(~A-'-.
\)/l.JZ.,,~,"\k<-\"'v' I-~,-, Y'V'<Z '.,.
/J.."-NI\iC-N,+t ~'\U'T, :eNS,
ell- \\\~\"'- H-o<; r-
':>t",,,Q. '::, IV' ,-\-k - S->.J~VQ'i
H"''''''-l ~Q,N "i,<",.....\<2-, t-.-ffR("~\
k(:oT<<.r 0 r (}...; ,\\~ P.e..hA.tt?, Sh.fi~,rv'''l1r"'~I'fivt+-IAtLT
C:",..~\ \')" rl '-"d.. \.-,~"'-' ) ~N I CtJ.V
.t..109.l.-7
(,10/...,1
11.1.00
1~", O()
,-:l- S"'<.:>, ~X)
j)- \. Q(!
<r-1tIJC)
I.. (I, (, ()
--~-------.-----~_._-_.._.,--'_._._--~_....-
TOTAL (Also enter on line 9. Recopltulotlan)
(II mort spaco Is "tld.d, 1"$01'1 addltlonol sho." of sam~ silO,)
$ '5'/01 if, 33
----r--
,-
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BUREAU OF INDIVIDUAL TAKES
INIlI UIIANrt IAI< DIVISIUN
HIP!. ?Mf,OI
I!AIH~ISIHJlHl, Pl I 'I ~tI 0(,0 I
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
NOTICE OF INIIIRITANCf TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMHH OF TAX
GEORGE F DOUGLAS III
27 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(
09-7.9-97
BARTLES
09-03-96
21 96-0715
CUMBERLAND
101
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l14.~iWt~
l[~ .1'.., it If ~ 101 "1
EDGAR
D
[-_-=~~~:nt R..i~=L_~=~-J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: 15'i1" EiCAFi.-co'F97Y "NcificniF - i"NHEiiiTA'i,fcE- TAx" iipp Riiis E;';ENT ~_. Ai. rOWANCE"cili- - --- -- - -""" - - -"-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARTLES EDGAR D FILE NO. 21 96-0715 ACN 101 DATE 09-29-97
If an assossment was issued previOUSly, lines 14. 15 and/or 16. 17 and 18 will
reflect figures that include the total of ALL returns assessed tD date.
ASSESSMENT OF TAX:
15, Amount of line 14
16. Amount of Line 14
17, AlIlount of Une 14
18. Prineipal Tax Du.
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ (l)
2. Stocks and Bonds (Sch.dule OJ (2)
!, Closely ~jeld stock/Partr'lerfihip Interest (Schedule C I (3)
4, Mortgages/Notes Receivable (Schadule DJ (4)
S. Cash/Bank Deposits/Misc. PBrsonal Property (Schodulo EJ (5)
b. Joi~tl~ Owned Property (Schedule F) (&)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cosh/Mhe. Expenses (Schedule H) (9)
10. Debts/Hortgage Llabll1ties/L1ens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Chmr1tablo/Governmental aequests (Schedule JI
14. N.t Value of Estate Subject to Tax
NOTE:
at Spousel
taxablll at
taxable at
rete
Lineal/Clal. A rat.
Collateral/Class a rate
115)
116 )
117)
TAX CREDITS I
I PAYMENT
I---.O:~ ~~.. 97
CHANGED
189,000,00
24.454,52
,00
~
20.866,83
,00_
,00
18 )
51, 014,00
,00
( 111
1121
(131
114)
,00
183,307,00
,00
X ,00.
X ,06.
X ,15.
118 ,
RNE~MEBI:RT--.~NTE~~SJ}I~-p~'I)D -l-~-,--l--~~UN~ PAI~_.n_-
----AA211399-.------------;'01i" -------10, 983-:ifiJ-
TOTAL TAX CREDIT
--~..-...~-----_._---,.,---------- ,.---
BALANCE OF TAX DUE
------~,--_.__._...,_._- . --- ----
INTEREST AND rEN.
,--- ---
TOTAL DUE
L_._____.
INTEREST IS CHARGED THROUGH
AT THE RATES APPLICABLE AS
REVERSE SIDE OF THIS FORM
-
10-14-97
OUTLINED ON
THE
NOTEI To insure proper
eredit to your aceoul1t,
submit the upper portion
of this for", with your
hx pa~",.nt.
234,321. 35
~l ,014 00
183,307,00
,00
183,307.00
.00
10,998,00
,00
10,998,00
10,983,00
.---.
15,00
~----_._--- ._----.-
16,77
___ _.__.u____ ._~u___.____
31,77
, IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF AODITIONAL INTEREST,
IF TOTAL DUE IS lESS THAN $I, NO I'AVMENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICR', YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM EOR INSTRUCTIONS,)
RESERVATION I
PURPOSE OF
NOTlCEI
PAYHENTl
REFUND (CRll
OBJECTIONS I
ADHIN
ISTRUIVE
CORRECTIONSl
DISCOUNT:
PENAl TY:
INTERESTl
, ,
[.tatu of deCedentl"Jy)~g on or b,fCire OeQfllllber 12, 1982 ~. If any future Jnterut In the utah II tranlferred
In pOIse.IJon or .njoY~.nt to Cia,. B (collatoral) beneft~tarle' of the doc.dlnt after thQ explratJon of any ..tat. for
life or for Y811rs, the COIll.onw8o!th hflrClby upr'ouly r8lerllU the right to appral.e and 8ua.. trlln.fer InhClrllance TflxlI
at the lawful Clan B (ilol1llter81l rate 01' any sucn future Inhrut.
To fulfJ11 the rClqulroments of Section 2140 of the InheritAnce and EltatCl Tax Act, Act 21 of 1995. (72 P.S.
Seotion 9140),
Ootach the top portion of thll Notlco end lubmlt with your p8ymont to tho ReglstGr of Willi prlntod on the rOllerse .lde.
--Hilke check or IlIoney order payable tOI REGISTER OF' WILLS, AGENT
A refund of a tll~ credit, which wal not requested on the Tax Roturn, may be reque~ted by comp1C1tlng an "ApplicatIon
for Refund of Pennsylllania Inherltrmce and Estate lflx" (REV-13I3l, Applications are lIval:oble at tne OffIce
of the Reshter of Wills, any of the 2~ Rovenue OIstrlct Clfflcllll, or by calling the t.pDcllll 24-hmlr
anlwertng servJce number I for fornl orderlngl In Pennsylvlll1la 1'800'362~20S0, outside PennlyIvanla !Iud
within local Harrllburg lIr811 (7171 787-8094, rOO" (717l 772-2252 (Hearing Impaired Onlyl,
Any pnrty In Inter.s't not satlsflBrI with the apprnlsfllllent, allownnce or dlsllllowance of deductlonl, or llue...ent
of tux (IncludIng dlsoount or Intllrllstl al shown on this Notice must object within sh:ty (60l d~YI of rQoelpt of
this NotIce bYI
-.wrItten protut to the PA Departlllent of Revonue, 80rlrd of Appenls, Oept, 281021, Harrisburg, PA 11128-1021, OR
--1iI1ectlon to havCl the Matter detorlllned at audit of the accuutlt 0-( the parlonal represenhltlve, OR
-'appeal to tho Orphan,' Court,
Factual errors discovered on this 81selsllent Ihould be addrGlled In writing tOI PA Department of Rlvenue,
BurGau of Indlvldu1l1 Taxes, ATTH: Post AueullIent Re",lflw Unit, DClpt, 280601, ttarrlsburs, PA 1712a-ObOl
Phone (7171 787-6S0S, SCle page !i of the bool.;let "Inltructlonl for tnhGrltanclil lex RClturn for rI Rosldent
Oecedent" (REV.150l> for an explanation of adlllnhtrotlveh corroctftblCl errorl,
If eny trlx due is paid within threl Ol calender Ilonthl after the decedent'l dellth, Q five percent (S%l dhClount of
the tllX paid III allowed.
Thu 15~ tax Illllnelty non-partlclplltlon penalty IA computed on tho totlll of the tax Ilnd intorest rlll..sed, and not
paId before Januery 18, 1996, the flr.t day eftClr the end of the tox 8111nuty periOd, This ncm'partlcIpatJon
penL'llty Is oPPftoleblo In the sallie filrlnner rind In thu the slu,e tlmo period llll you would eppeel the tax Bnd Interelt
that has been as.e'led as Jndiclltld on this notIce.
Inttrut II charged boglnnln" with first dey of delinquency, or nlnCl (9l "'onths and one Ol dRY fro", thl date of
nnth, to the dllte of paYlllent, TIIXII which becaMe delinquent before January 1, 1982 bur Inter..t at the rate (If
.1x (6~) percent per llnnu. calculated 8t a dldly rllte of .00016(,. All tllXU which llecallll dellnqUlnt on and after
Jaflullry I, 1982 will bellr Interut tit 0 rllte which 1'1111 "'lIry fro. cllllilndllr Ylar to calendar y"ar wlth that rate
ennounced by the PA Oepartlllant of RClVenuCl, The IIPp1!cable lnterut rates for 1982 through IfJ97 IIrll
~ Intel'ost Ra!! DailY Intllrut Fl'lctor :t.!!r l!ll!r.!.1i..E!.!.! OI'l!lY Inhr.~t FRetor
1911t 20% .000548 1987 9% ,000247
1983 16% .0004~8 1988-1991 11~ ,0OO~01
1964 111: , OOO~Ol 199? 9~ ,1I00?47
1985 1.5% ,000356 1993-1994 7~ ,000192
1986 10~ ,000274 l1J9S-1997 9~ .000247
--Inter..t Is calculated ., follow'l
INTEREST . BALANCE or TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
M-Any Nottca Ilsued &ftClr the tex b.oollles de11nquent will reflect an lntere.t cftlcullltlon to fifteen (15) day.
beyond the dllt, of the a.......nt. tf paYMent Is mede after the Inhrut cOlllputlltlcn date ~hClwn on the
NOtlCI, IIddltltln!l1 Interut lIIu.t bl calculated,
PAVHENT I
Detaoh the top portion of thl, Notloe and sub_It Hlth your paymlnt madl payabll to thl nlMI and addre..
prlnt.d on the rever,e .Ide,
If RESIDENT DECEDENT lIIake cheok or lIIonlY order payable tOI REGISTER OF WILLS, AGENT,
If NON~RESIDENT DECEDENT lIIakll ohlok or 1lI0nlY order payabll tOI COMMONWEALTH OF PENNSVLVANIA.
REfUND (CR)1 A refund of ~ tax credit, whJoh was not requl.t~d on the Tax Return, lay bll r.quI.ted by oo~pl8tJng ~n
"Applioatlon for Rlfund of Penn.ylv~nll Inherihnc8 and E,tat. Tax" (REV.1313), Applioation, aro avallabl. at
the Offloll of the Reghhr of Wlll1, any of the 21 Revenue Ohtriot OfflclI or frolll the Oepewtlllont', 24~hour
an,wlring nrvlo. nl.lMblllr' for forlllt orderlngt In Ponn.ylvlllnla 1-800-362-20!iO, outside .Penn,ylvanJo
and within local ~larrhburg 8rDft (17) 787-8094, TOOII (717) 77?-22S2 (Hearing IMpaired only),
REPLY TOI
Qu..tlon' regarding error. contalnad on thl. notice .hou1d be addre.aed tOI PA Oapert.ent of Revenue, Bureau
of IndJvldual TaxII, ATTN: Po~t A..euMent Review Unit, Dept. 2110601, Harrisburg, PA 17128-0601, phone
(717) 787~6.S05.
DISCOUNTI
If anY tax dUll JI paid within three (3) calendar Month. after the decedent'. death, a five perclnt (5%) di.count
of the taM paid is ,=,Uow.d.
PENALTYI
The 15% tax allnolty non-participation penftlty I. cOMputed on the total of the tax and Intere.t a......d, and not
paId bafnre January 18, 19Q6. the flrlt day aftar the end of thl tax a~ne.ty periOd,
INTEREST I
tnterl.t I, oharged beginning with firlt day of dellnquenoy, or nlnl (9) Month. and onl (1) day frol the date of
death, to the date ot paYlllent. Taxe. which beo..e delinquent bllforl January 1, 1982 blar Jntll'l.t at the rate of
.iK (6%) peroent per annulll oa1culated at a dalllol rata of .000164. All tax.. which bloa.' d.Unqulnt on and after
January I, 19&2 will blar inter..t at a retw which will vary frolll oalendar Ylar to oaJlndar YI.r with that ratl
announoed by the PA Depart~ent of RevenuI, the applloable Jnterelt ral.. for 1ge2 through 1997 arll
V..r
tnter.st Rat. Daily I~tarelt faotor
Vear
Interut Ratl
D~lly Inter..t Faotor
1982 20% .000ft48 1987 9% .000247
1983 16X .000458 19&8~1991 11% .000301
1984 11% .000301 1992 9% ,000241
1985 15% .000356 1995-1994 7% .000192
1986 10% .000274 1995-1997 9% .000247
~-Intlr"st It caloulated .. followsl
INTEREST m BALANCE Of TAK UNPAID K NU~BER Of DAYS DELINqUENT K DAILY INTEREST fACTOR
hAny Notice luu,d aftlr the tax bICOIlI. d.llnqulnt will refhct an Intlrut calcutltlon to flft.ln (Ui) dlY'
blyond thl dlt. of thl ........nt, If floly.ant Is .Idl aftar thl lntullt cOltputat Ion dltl shown on the
Hotlo., "ddltlonll Intlrllt IIIU,t b. calculated.
,I" 1'1. (
I," . 1."
l _.-
DUREAU Of INDIVIDUAL TAXES
INIiERIUNC[ TAX llIVIS(ON
DFflT, lft0601
H.~RISR\JflG, PA 11l?a-0601
COMMONWEAL Tti OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-98
BARTL ES
09-03-96
21 96-0715
CUMBERLAND
101
E- ~ .im~unt R..l1tod-J
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
GEORGE F DOUGLAS
27 W HIGH ST
CARLISLE
III
PA 17013
~..~' .fl
I ),' ~
,t _,l,:
llV.I\H l_ A'P 1011/1
EDGAR
D
TO:
NOTE I To insure proper oredit to ~our account, Jublllit the uppe.. portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
il"EV: i 593" E'if "A F p" i 'O'1j: 97T""''''" iili - 'i 'N-HER i"f ANilE" i' 'A"x" R "E"cORii" Aii-;jusi'j.;ENi'""1i ii""""""".,""""""""""""" - - """"" -
ESTATE OF BARTLES
EDGAR
o FILE NO. 21 96"0715
ACN 101
ADJUSTMENT BASED DN:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
I. R..I Estate (Schedule A)
2. stocl(s and Bonds (Schedule B)
3. Closely "aid stock/Partnership Intorest (Schedule C)
4. Harig.ges/Notas Receivable (S~h.dul. DJ
S. C.'h/Bank Dopasits/Hisc. Personal Property (Schedull EJ
6. Jointly Ownld Proplrty ISohldula FJ
7. Transflrs ISohadull 0)
8. Tobl Asslts
DEDUCTIONS AND EXEMPTIONS I
9. Funaral Expan$as/Admlni>>trativl Costsl
Hisclllanaoul Expense. (Schedule Hl
D.bt~/HDrtg.u. Liabilitil~/Lians (Sohedull Xl
Total Deductions
NIt Valul of Tax Return
Charit.bl./Govarnmlntal Bequa.tsl NonRlllotad 9113 Trusts
Nat V.lua of Estat. Subject to Tax
10,
II.
12.
13.
14.
TAXI
15. Amount of
1&. AlItount of
11. Allount of
18. Principal
TAX CREDITS I
____n__
PAYMENT
DATE
Line 14 at Spousal rat.
Lina 14 taxabla at Linaal/CI... A rata
Llne 14 taxable at Collataral/Cla,s 8 rat.
Tax Du.
RECEIPT
NUMBER
AA211399
AA24229B
DISCDUNT (t)
INTEREST/PEN PAID (-)
,00
,00
06.09"97
10-02-97
(1)
(2)
(3)
(4)
(5)
(6)
(7)
189,000,00
24,454,52
,00
.00
20,866,83
,00
,00
(81
DATE 05-13-98
234 , 321 ,3~
59,314,00
195,007,35
,00
195.007,35
,00
11 ,700.44
,00
11.700,4.2,
5:;;P~;;Ji;~H~~:?~uf.~
___!.'IT_AL _~~E.mm .J______~_~.~.:7_1......n_.
If TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED,
If TOTAL DUE IS REfLECTED AS A "CREDIT" (CR). VDU MAY BE DUE
A REfUND, SEE REVERSE SIDE Df TillS fDRM FDR INSTRUCTIDNS,)
INTEREST IS CHARGED THROUGH 05"2B-98
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. If PAID AFTER DATE INDICATED. SEE REVERSE
fDR CALCULATION Df ADDITIDN^L INTEREST,
(9)
(10)
39,314,00
,00
(11)
(12)
(13)
(14)
ISchedul1 J)
(15)
(16)
(17)
,OOX,OO=
J95,007,35X,06 =
,00X,15=
(18 )
AMDUNT PAID
10,983,00
31,77
PAVMENT,
Detach th. top portion of tht, Notiol and lub_it with your paY..nt ~ad. paYable to the ni.. and addr...
printed on the rovlr.. .ld..
-~ Mllkit cheok or MonlY order peyabh tOI REGISfER OF WILLS, "GENT.
REFUND (CR), A refund of II tax credit, which wa. not requllted on the T~x Return, may be requested b~ co"platln; an
"ApplicatIon for Refund of Pennlylvan!a Inheritance and Eltatu Tax" (REV-1313), ApplicatIon. ar. available at
the Offlol of the RIlllatar of Wllh, any of the 23 RevenUI Oistrict OHiou or froll the DeplIrtllient'.. zlt-hoy,'
answering glrvlc. nv.ber. for for~. orderlnQl In Pennsylvania 1-8~~-362-2DSD, outsld, PannlylvanJ.
and withIn local Harrisburg area (717) 787-8094, TDDI (717) 772-2252 (Hearing Impaired only).
REi'LY
TO,
DISCOUNTl
PENALTY,
INTF.RESTI
Que.tlons r~gardlng .rror. contaIned on this notIce should be addrQssod to: PA DepartMont of Revenue, Bureau
of IndIvidual Tax," ATTNl Post Al~"'Ment Revi.w Unit, Dept. 280601, Harrisburg, PA 171~8-0601, Phon.
Ol?> 781-6505.
If any tl~ due 1. peld within three (3) calendar months after the decod.nt's d.ath, a fiu. perc.nt (S~) disoount
of the ta~ p~id 1. allowed.
The 15~ tax ft~n~,ty non~partioIpatjon penalty Is oOMput.d on the total of the tax and lnt.r.st a.s....d, and not
paid b.for. January 18, 1996, the l1rllt day aft.r the end of the tax 8Ilnuty periOd.
lnhrut 11 ohBr"ed ba"lnnInll with l1rst day of dlllinqueocy or nlnll (9) months 8f1d ono (1) day froll the date of
death to the d8te of pay.ent. Taxe, whIch b'c~~e delinquent before January 1, 1982 bear Intere,t at the rat_ of
,he (6~) p4lrcent per annuIII c8lcuht,d at 8 dl!ll1y rate of .000164. All taxes which becelle delinquent on and fl'lftllr
Jenu~ry 1, 198? will b.ar Interest 8t a rate whIoh wIll very froll oalendar yeal" to call1lndar y.ar with that rate
announoed by the PA Depart~.nt of Revunue. The 8pplIc~ble Int.relt rates for 1982 through 1998 ~ral
~
Intlre~t Rat. DetlY Int~r.5t ractor
Yeal'
Interest Rate
DullY Interest Factur
1982 20;( .000548 1987 .% .000247
1.85 16~ .000438 1988-.1991 ll~ .000301
1.84 11): .000301 199Z 9): .000247
1985 13)( .0003S6 1991-1994 7J( .000192
19e6 10)( .000274 1995~199a .% .000241
-~lnt.r.lt II calculated o. fclloWll
INTEREST . BALANCE OF TAX UNPAIO X NUHSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~.~ny Notlu h.ued "fter the tax b.oo... d.l1nquant 101111 r.flect all Jnter.llt calculatIon to flft..,., (15) daYI
beyond the data of the a"la.want. If pay.ant i. ~Bd. aftar the tntlra.t oo~putatlon dlt. Ihown on the
Notte., ftdnltlonll lnt.r'li .u.t bl calculated.
/ t) / ~,:,-c
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
"
*'
BUREAU OF INDIVIDUAL TAXES
INllfJUTANCr UI( DIVISION
IlEPr, <'&0601
HARRISBURG, PA 171Z8-0601
.H-I~ll fl UP 1,jt.111
1:(;,
II
;,1
I,.
GEORGE F DOUGLAS III
2'1 W HIGH ST
CARLISLE PA g~~p
:111
I'l,
DATE 05-13-98
ESTATE OF BARTLES EDGAR D
DATE OF DEATH 09-03-96
FILE NUMBER 21 96-0715
COUNTY CUMBERLAND
ACN 101
t.--=-^~unt-Re~lttod 1
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
'91J JlIL
(l \", "1
' ..' . )
NOTEI To insyre proper credit to your ~ccount, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R 'EV: iS9-j - EX -A Fi>- - f 09-: 9'7"i - - - - -iili' - i t[1i ER i"f Mii:"E - i'iix - R Ie OR if -Ail j-usi'j.fEN T" -Ii Ii - - - - - -.. - - - - - - - - - - - - - - - - - - - - --
ESTATE OF BARTLES
EDGAR
D FILE NO. 21 96-0715
ACN 101
DATE 05-13-98
ADJUSTMENT BASED DN,
VALUE OF ESTATE:
1. Ra.l Est.t. (Schedule A)
2. Stocks and Dondl (Schedule B)
3. ClosllyHeld stock/Partnership Interest (Sohedull C)
4. Mortgages/Notes Rlclivmble (Schedull D)
5. Cash/Blnk napolits/Misc. P8r~onal Property (Sohadule E)
6. Jointly Owned Property (Schedule Fl
7. Transfer. (Schedulfl G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expense. (Schedule H)
nebts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value I)f Tax Return
Ch~rit.ble/GoY.rnmental Bequests, Non-elected 9113 Trusts (Schedule J)
Net Value of Estat. Subject to Tax
ADMINISTRATIVE CORRECTION
III
(2)
(3)
(4)
IS)
(6)
(7)
189,000,00
24.454,52
,00
,00
20.866,83
,00
,00
18)
234,321,35
la,
11,
12,
13,
14,
TAX:
15. Amount of
16. Alrlount 01
17. Alnount of
18. Principel
TAX CREDITS:
PAYMENT
DATE
(9)
110 I
39,314,00
,00
Ill)
112)
113)
114)
39,314,00
19~,U01,35
,00
_-ill., 007,35
Line 14
Line l(t
Line 14
Tax Due
Bt Spouul
taxable It
taxable at
rate
Lineal/Clms. A ret.
Coll.teral/Class B rate
(15)
(16)
(17)
,OOX,OO=
195 , OO.L.ll.X, 06 '
,00x,15'
liB)
,00
11.700,44
,00
11.700,45
06-09-97
10-02-97
AA211399
AA242298
,00
,00
10.983,00
31,77
l
RECEIPT
NUMBER
DISCOUNT 1+)
INTEREST/PEN PAID 1-)
AHDUNT PAID
INTEREST IS CHARGED THROUGH 05-28-98
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
:B~~~~~~'T~~ ~:~D~~E : __ - _1 i~L~,~~.~r{~__J
I_!NTEREST AN~ PEN~______._...l.8.,OL_'_j
I TOTAL DUE_ .___7_~_3:J ~_,
. IF PAID AFTER DATE INDTCATED, SEE REVERSE
FOR CALCULATION OF ADCITIONAL INTEREST,
IF TDTAL DUE IS LESS TlIAN U, ND ~AYHENT IS REQUIRED,
IF 'fDUL DUE IS RlnECHU AS A "CRIDIT" leR), VOU MAY BE DUE
A REFUND, SEE REVIRSI. SIDE Of THIS 10RH FDR INSTRUCTIONS,)
PAVHENT:
Oatachth. top portion of thl. N~tlc. and '~b.lt with your pay.ant ~~d.' payable to tha na~a ~nd addra.M
prlnt.don tha raver,e .id..
-- Hak. check or 1I0nay order payable tal REGISTER OF WILLS, AGENT.
REFUND (CR)1 A refund of a ta~ oredlt, which was not requ86ted on tha TSK Raturn, may be requested by oompleting an
"Application for Refund of Pennsylvanht Inharitanoe Bnd Eotate T8x" (REV-!!l3)' Appliel!ltlons are available at
tha Offl~. of the Register of Wills, 'any of the 23 Revenue Dlstrlot otfleu. or fro~ the Department's 24-hour
answering servIce numbers for furll' ordering: In Pennsylvania 1-800~362-2050, outsldu Pennsylvania
and within looal ~8rrj5burg area (717) 787-8094, TOOM (117l 712-2252 (HearIng IMpaired only),
REPlV
Te,
Quutlons regarding errerlll oontalned on this notioe should be addr'essed tOI PA Oeparhent of' ~ev.nu., Bureau
of Individual Texu, ATTN: Post Assellment Ravlaw Unit, Dept, 280601, Harrisburg, PA 11128-0601, Phone
(717) 167-6505,
DISCOUNT I
If an~ tax due Is paid within three (3) oalendar months after the deoedent's d8~th, a flv~ peroent (5%) dlsoount
of the ta~ paId is allowed.
PENAlTV:
The 15% tax lllllnuty non~part1cJpatIon penalty 11 oO.lputed on the total (If the tax and Interest aUlIsod, and not
paid bofore .Januar~ 18, 1996, the Hrlt day after the and at the tal'.: l'lMnuty pet.lod.
INTEREST:
Interest 11 chllrgad beglnnlnll with first day of dallnqueM)' or nine (9) lllellthl and one (1) day frolll the date of
death to the date 01 paYlllent. Taxus whloh baca.e del1nquMnt before January I, 1982 bear Interest at the rate of
,ix (6%) peroent p.r nnnU~1 oalculated at a daUy rate of .000164. All toxes whIch beoaMe dolinquent on and after
J8Inuary 1, 198Z will bear Irlterut at a rat. whIch wIll "t1r~ frolll cblendar year to oa1endar Yur with that rUt
llnnounoed ~y the PA OefHtrt..nt of Rovenue. Tha applloable lnter..t "at.. for 1982 through 1998 arel
Vour
Inter.st Rat. Oa.lly lntera.t Faotor
Year
Intar8tt Rata
DallY Inter.st Factor
1982 20% .000548 1987 9% ,000241
1983 16% .00041& 1988-1991 111. ,0OOMl
1964 11% ,000301 1992 9% ,000247
1965 11% .000'556 1993-1994 7% .000192
1966 10% .000274 1995-1998 9% ,000247
--IMerest 11 cllloulatcad .. fallowsl
INTEREST . BALANCE or TAX UNPAID X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTDR
--Any Notl". lUlled aftar tha tax baClO~" dalinquent will rettlet an lnt.rut onlculatlcm to flft..n (l5) days
beyond the date of the U....IIl.nt. If ,ulY.ant 11 .adl! ufter the Interest ooltPutatlon date 'hnwn nn the
Hotten, flddltlonal lntar-ut .u,t b. (llllol.llfltad.
l7 ~ Hllltl 1'll"~f.T
~ (I 1I0~ HII
WE PO H[""OV ttRTIF' tHAT tHE
WITHIH I' A n(UE AND caRfifef coPY
0' nil[ OI'UGIHl\l flttti IH 1:.1.
ACTioN,
bY ._"._~,n,"'4.0__._n_~'"'_'
Il.TTO"ttt't
VOU ..1 "1:""" I'Ir:OUIIt~b .,0 rll{ A
w."UN IU..,OI\'I[ TO UU: lNC:l.OBlO'
witHIN 'W,HU (*01 'PAn "ItOM lauvlCt
"~.IQ' 0" '" .IIU1GMCIl'( MAV Jt:
u.tlIJIIU. A."\I.IT YOU,
DOUGLAS, DOUGLAS & DOUGLAS
....nOIlNUa ",. L"W
,v ..,,...-'" ,.,
._.__._. _"___._.-.----......-n.-
A1'fOMHU
PAV~HT ,
Detach the top portion of thi. Notice and lub.it with your pdYlllent .ede payable to the na.. ftn~ addre..
printed on the rever.e .ide.
If RESIDENT DECEDEHl .ake oheok Qr .00et)' order pftynblo tal REGISTER OF WILLS, AGENT,
If NON-RESIDENT DECEDENT Mako oheol\ or MOney order PBynblo tOl COMMONWEALTH OF PENNSYLVANIA,
REFUND (CR), A refund of n tnx credit, whioh wu not requested on the Ta)( Return, .a~ be requested b~ cOMpleUng an
"Appllo8t1on for Refund of Pennsyivanht Inherltemoe and Estnte Tsx" (REY-1313)' AppllOlltion$ are aY8Uab18 at
the Offl08 of the Register of Wills, any of the 23 Revenu. District Offloes or frolll the Depart.ent's 246hour
answering servloe nUlllborll for for., nrdflrlnfll In PenhBy.tvanl8 1-800-362-20S0, out6ide Pennsylvania
and within local HarriSburg aroa (711) 787-8094, TOOl (717) 772-22S2 (Honrlng IlIIpnlred only).
REPlV TO:
Questions regarding errors oontalned on this notloe should be addressed tOI P4 Depart..nt of Revonue, BurQau
of Individual TflXUfi, ^TTHl Post 4ssesslllent Roview Unit, Dept. 280601, Harrhbur9, P4 17128-0601, phone
(717) 787-650!o.
01 SCOUNT :
If any tax due Is paid ~lthin three (3) oalendar Months after the decodent's death, 8 five perc~nt (5%) disoount
of the t~x paid is nl1owod.
PEHALTV:
The 15% tax aMnesty non-partioipatlon penolty is oo.puted on the total of the tax and intarest ftssolsed, and not
paid before January 18, 1996, the Urst day aHor the end of the tax a.nosty period.
INTERf,ST I
Interest 16 charged beginning with first day of dellnquenoy, or nine (9) "onthl and one (1) day fr~ the date of
duth, to tile date of paYMent, T"X8& tlhlch beoalle delinquent before January 1, 1982 bQal Interest at the rot. of
.1)( (6;{) percent pur annUM Calculated at fI dally rllto of ,000164. 411 tl:lXOll which b&osn dollnquent on Qnd after
January I, 1982 will bear Inhre.t l!lt a f'ato which wUl very frOM catendl!lr ;.tear to calender year with that rate
l!lnnounoed by the PA DepartMent of Revenue. The applicable Inhu'ut rates for 1982 through 1998 are,
Vfilar
Interest Rate Daily Interest Factor
Year
Interont Rate
Dally Intorest Faotor
19&2 20% .000548 1987 9% .000247
1983 IliX .000438 1988-1991 11X ,000301
1984 11% ,000301 1992 CJ% .000247
1985 13% .0003Sb lCJQ3-1994 7Y. ,00019,
1986 10% ,000274 1995-1998 CJi: ,000247
~wlntere.t 11 oaloulahtd .. follows,
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.6Any NoUoe issued after the tax beeoeo. delinquent wUt refhct an Interest oaloulatlon to flfteln Cl5) dan
beyond the dllh of the fI&lUs.ent, If payeant iii enda after the interut (lo.putatlon dftte Ihown 011 the
Notice, additional Intorelt Must be caloulated,
STATUS REPORT UNDER RULE 6.12
Name of Decedentl
Date of Deathl
Will No. ~) I .'} ~I
,
'Z'JLx(\ c I)
/ ~ 0~)--
,-) II
I~,-;-'t~, JI~{V,
(-) } 1- <
- I -,
Admin. No.
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1. State whether adminlstration of the eelate is complete I
Yes~_ No.______
2. I f the answer is No, state when the personal
representative reasonably believes that the administration will be
completel_. _.____
3. I f the answer to No. 1 is Yes, state the following I
a. Did the personal representative file a final
account with the Court'l Yes \" No .
b. The separate Orphans' Court No. (if any) for
the persoMal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
c'
~F.~'~
Sig,naL~,re,: \ '
U )(Ie. (~ (, { L / \,/u c,/U IlL
Name (Please type or print)
,0)) lv, 1f"J] "{ (~.rl)l(:" fA non
Address !-
r~-.
("--..J
~~,
1.:1.0 1 ,J- ~()) ('7 '( 0
Tel. No.
w::
[j?
.' I _~,~
()O
CapacitYI _____Personal Representative
I-~ounsel for personal
representative
(MAH I rmtl AM3)