HomeMy WebLinkAbout96-00741
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RICHARD J. GREEN. .JR.
ATTORNItY AT L-AW
IIOB rrPtANKL.IN eTAltlLT
,JOHN.TOWN. P1tNNIIVI..vAN'A nil>'"
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Q!RTIFICATION OF NOTICE UND~m RUL[\ 5.6 ( a)
Name of Decedent:
Anna Bacha
Date of Death:
7/14/96
Will No.
Admin. No. 2196-0741
To the Registerl
I certify that notice of beneficial interest req~ired by
Rule 5.6(a) of the Orr~ans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
9/18/96
Name
Anna C. Holtzman
Address
2 Lilac Drive
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto umier
Rule 5.6 (a) except__ none /
/'\<
Date: 10/14/96
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Signature
Name Murre1 R. \Jalters, III, Esq,
Address 54 East Main Street
Mechanicsburg, PA 17055
Telephonel17) 697-~.~:0
Capacity:
X
Personal Representative
Counsel tor personal
representative
COMMONWEAlTH Of PfNN~'(\V^NIA
DfM~lM~NT Of REl/fNUf
PfPT 280601
IIARRISIIURO, PA 17128.0bOl
=-==- ."-b"ftf'DfNI~'$~~'AM"filAit~-rIR~t-ANi;'MiT;;;I-E-INirt;ii"::-~'-'''-O_'~-''-'.':
Bacha, Anna
:r_~~'~(~'~Y_N;:"~6."-__ ...~......I"7'?F:)'9 6 .. p;';;'\ '/';;'9 ~
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KJ 1. Original RlJlurn I I 2, Supplomontnl Return
L~I .. lImlt.d E,'al. I I 'a. fuluro Inl.'OII Ca"'promiln
I'or dC1I(J~ 01 denlh aher 12.12.82)
XJ 6. Decedent Dlod Te\lolo [1 7, Oer.odonl Mulntalfltld 0 living Tru\'
(Attach capy al Will) IAtta,h copy 01 Tru,ll
.. ------ All CORRESPONDENCE AND CONPIDENTiAl TAX INFORMATIO"NSHOULD BE DiRECTED TOI --.----.---~..
NAMr---.----- ..------- ~-----. - - .~- - ~-.- - - -. --JCOMfiifH MAiiITT6AOCjiiTIs----.-.--- -~"-~ ----- ------.. --- ----
Murrel R. \va1ters, III, Esq. 54 East l1ain Street
ffi;pii5~;NUMB,"- -... ~-- . - -.-- p ...- - - t1echaniosburg""PA 17055
L2.17) 697 -/,6 5 0 " .
-.~-~._"- ~~C_~"~=~~,-~...=c,=,~~,.~_". =- ---- -"~~- -=. ."~~'(r::--"=--'_.""-~="~.=~'t',._=~.~,,~,=,.=-,=~,
1. Reol Ella'. ISchedule A) I I)
2. Slock, and Bond, ISch.dul. BI 121 ~
3. ClolOly H.ld SlocklParlnerli,lp Inler"IISch.dul. CJ I 3 )
4. Mortgages cmd Notes Recel....able ISchedule Dl ( 4 )
5, (cuh, Bank Deposits & Miscellaneous Pertonal Property (5 I .
ISch.dul. E)
6. Jointly Owned Properly (Schedulo Fl
7. Tra..I." (Schedule G)ISch.dule l)
e. Tolol Gron Auoh (tolalllnes 1.7)
9. Funeral Expensos, Administrative Cotls, MI"ellaneous
Exp,,,,, ISchedule HI
10. Deb.., MOIIBage 1I0bllilies, L1... IS,hndule I) 1101
11. Tolal O.ducllo.. Ilolalllnes 9 & 10) 1111 _.__...~___BI1,~Z.~~
25 900.23
12. Nel Valu. 01 EII:>le 11Ine B minus line 111 1121 -----.1-. .--~~-_.-
13. Charitable ond Governmental Bequesh (Schedultl Jl (3) -----.-.-~---...._.
___ .!.~. Nel V~:_ue Subjecl.lo Ta~.J~~ne~~2.m~I~~~'J:In!._1.'1____...________________J.~'1 _-:.~:s....9c~Q~Il"
15, Spousal Tront'ers llor doles of death aher 6.30.941
Seo Instrucllo", for Applicable Percentage on Reverse (151 . ..._._....__.. .____... .~~_ .._._~.H_)('
Slue, llnclude v(llues from Schedule K or Schedule M.l
16, Amount of lIno 14 taKablo 01 6% rato
!Include values from Schedule K or Schedule M.)
17, Amount of Una 14 10Koble 01 15% rCltEl
llnclude values from Schedule K or Schodule M,l
18. Prlnc.lpctltnx dUl1lAdd tClX from lIno~ 15, 16 ond 17.)
lQ. Credih Spou101 Povorty (,ndit Prior Poymon"
==-:-~ q~::~)I. BE SURETO ANSWER ALL QUESTIONS ON REVEIlSESiDE AND TOIlECHECKMATH <l( <1/(.. ~. .....
Undor penalllns (If pnrjury, I dnclCHn thnt limyI'! o.nrni'lod !fli\ rolurn, including nrro(~p(Jflying Hjl~riujo\-~~d ~'I'ato~~~i,~ '(lnd-i~ ih~ rJo\i of r~y k'rH>wiodflfl nnrl ilnii~L
III, !run, carrot! nnd romplntn. I dnclofO rhnt nil rnnl oltlllo 110' boon !Opnlllld ot tlun mOtknl v(lluo. Dodnrnlion (If propnrflf nlhflr limn tho flfllwnnllflfHfllollto!ivo j,
basod on olllnlormnlion 01 whkh propmol ho\ filly k'lOwlodno
S!(";t'I^hiH onrllSntl RI ~rili'I"'~11 "iR jlll/j\..j.Kt fllUII ^11(111l ',',
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fOR DATES Of DEATH AnER 12/31/91 CHECK HERE
If A SPOUSAL
POVERTY CREDIIIS tLAIMED I I
fiLE NUMBER
/ ]
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
lJ6
07/11
...
ili
lil
III
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COUNlY CODE YEAR NUMBER
1",~~~i:: ~(;~~' i~i~ -~I:A~:.7~:5 -5--"- ---
(0""'[ Cumberland uun ~..~
A"O'''II R""vEolm'''''RUC1l0NSI_~.
I I 3. Romolndor Return
lfor doles of death prior to '2.13.82)
'-:1 5. fadftrol Estale TOK Roturn Floqulrnd
_._.. 0, Talal Number 01 Safe Doposi! 801(05
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. 22,~~i)r.}r::: u-::n~
4,212,28
.--o=-- --
( 61
(71
19)
755.30
.(8) ___~."?~6~inl'9.9.
~ ~)JfL.z.6._
III _._~..___..____~...
(161
~2 5 ,900.,23..
1 551f,Ol
. ".-----P..--.. .._
_ _.x ,06 :r
1171
..... X .15 &l
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g
(IB)
1,551,.01
Discount
Inlorest
+
,.
(191
(20)
20, If Une 19 Is grnCttor thon Uno 18, onlor tho differonco on lino 20, This j, the OVERPAYMENT,
mil
Chcc~ horo If you aro requostlng a tt' und of your OVOtpClvrnont.
1,55/,.01
21, If line 1 B Is grll(ttfH th(ln Uno lQ, l'Il\lor tho diffnronco on line 21, Thi~ is Iho TAX DUE,
^ EnlfH lho Inlolosl (In IIHI hCllorHo duo on Uno '}l^
n, EntfH thn lolnl of linn 21 Clfld 21A on lino ?lB_ Thi, h lht! BALANCE DUE,
~ak.__Ched( Payable to: Reglsle, of Willi, Agonl
1211
121AI
1218)
Annn C.
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COMMONWEAltH or PENNSVlVAt~IA
INftERITANCf TAX R[TURN
RJ.:SIDENT DECEDF.NT
SCHEDULE F
JOINTLY -OWNED PROPERTY
Anna Bacha
--,----~---.-- --- - .-- U--~LL~NUM.~Ei;.;~;~~-~7~,~~.-.
ESTATE Of ....
-_._._.-_.__..~,.... .,-.-..------'.. -....,.--......-..-.-..-....-...-
Join' ',non'(.I,
_..__~~~~_._.~__NAME ____._.__..
A. Anna C. Holtzman
ADDRESS
u~__.______ _ ___ ,-,.___...___________
2 Lilac Drive
Mechanicsburg, PA
~~ ._.!!EL~!Q~S.!I!'.!~_IlECEDENT ~
17055
stepc1auf\hter
B.
C.
- _..............._-~----~_.._._-------- ~------~--_._~
Jolntly.own,d property.
-.- _M__.___'~_~_._.
ITEM LETTF.R DATE
FOR TOT AL VALUE DECO'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
..__.. __.___..__ ~.__w__.__. ______.__._.__._~____.~_.__..__._. -------. ----.
1. A 3/26/9 Dauphin Deposit - check ng
110033402752 2,599.23 50 1,299.62
2. A 4/16/9' Dauphin Deposit - savin s
1/5700071630 229.77 50 111,.89
3. A 2/28/9 Fulton Bank
CD 1/2520085519 5,595.53 50 2 , 7 9.7 . 77
__._____.. ...__..,_...._~ __.....~..._~. _..____._n____. ______.__,_,_...__..___......___~ ..~~-.-----.-. ..--------.. .--- .-,---...-
TOTAL IAI.o onl.r on fin. 6, Roc"pllulation!
$ - ij-.'2'r2~2H-'~ ~
-"-.-. ---_.._~. .--.. .."...-.~-,--- ...- .. .--.-....--....--......." ...-----..---'''--
(If more Ipact! II nended Ins811 additional she,h o( some sile)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
*'
/'?t'.::!?,$!
BUREAU OF INDIVIDUAL TAKES
IHttlRlTANct TAK OIVISiIDH
11[I'T. 180601
HARRISBURG, PA 111lB.n601
l ~....
NOTICE OF INHERITANCE TAR
APPRAlSF.HENT, ALl.DWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAR
'1V.1~~1 H I" (IH11
01-21-97
BACHA
07-14-9(,
21 96-0741
CUMBERLAND
101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ANNA
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
r~~~==~::==~~ltf~----~~~~1
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: is'ii - E"i - AFi; - (03-:9;") -NoT i c r OF - i:"NHEii i;: A'ifc E - TAX - liPPR"p.- is F.i,tENT -,- -A i. row AN-C E - DR - - - -... - - -- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTA'rE OF BACHA ANNA FILE NO. 21 96-0141 ACN 101 DATE 07-21-97
TAR RETURN WAS, I X I ACCEPTED AS FILED
I ) CHANGED
. -
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedull AI
2, stocks and Bonds (Schedule OJ
5. Closely Held stock/Partn.r.hip Int.rest (Soh_dull C)
4, HnrtgMg.~/Not.. Receivable (Sch.dull UJ
S, C.sh/Olnk Oeposits/Hisc, Plrsonal Property (Schedull E)
6, Jointly Owned Property (Sch.dule FJ
7, Transflr' (Schedule GI
8, Tobl A...t,
,00
,00
,00
,00
22.561,71
4.212.28
.00
CB)
NOTE: To in.url prope,.
crldl* to yaur Iccount,
IUblllt the upplr por'ticn
of this forll with your
hx ply...nt,
Ill,
12)
13)
(4)
IS)
C 6)
C 7)
26,773,99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expanses/Adm. Costs/Mho, Expan... CSch.dull H)
10, Dlbts/Hortgage Liabilities/liens (Schedull Xl
11, Tohl Oaduction.
12. N.t V~lu. of Tax R.turn
13, Charit.blI/Govarnnant.l BequIsts (Schadule J)
14, N.t Value of Est.to Subject to hx
755.30
118,76
(1ll
(12)
(13)
(14)
(9)
(10)
An,76
25,900,23
,00
25,900,23
If an assessment was issued previously, lines
reflect figures that include the total of abh
ASSESSMENT OF TAX:
15, Arlount of L In. 14 at Spousal rat. (IS)
16, Allount of linGa 1'1 taxable .t Un,.I/CI... A ...at. (16)_
17. Allount of LIna 14 taxable at Collateral/CI... 8 rat. (17)
18, Principal Tlx Due
NOTE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
,00 x ,00.
25,900,23 x ,06.
,00 x,15.
(18)
,00
1,554,01
,00
1.554,01
TAX CREDITS:
---~-
PAVHENT
DATE
04-10-97
AHOUNT PAID I
,. ",..-']
-.."C '" ""'~ .,."..,,~
BALANCE OF TAX DUE ,00
-.--.,-----.- --.----
INTEREST AND PEN. ,00
_______TO'TA~.~U_E____ ______~o....
IF TOTAL DUE IS LESS TlIAN n. NO PAYHENT IS REQUIRED,
IF TDUL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
RECEIPT
NUHBER
AA185372
DISCOUNT C.)
INTEREST/PEN PAID 1-)
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIOll Of AODITION^L INTEREST,
~
\'1
'}-,
I
,~jC,
,....
RESERVATIOHI E.tlt.. of dle.dent! dyIng on or b.fo,.1 necllbl,. 12, 1982 u if any future IMerllt In thl..tat. II tran,ferred
1n Po.....!on or enjOY",nt to Cll!lll B (callat.rlll) ben.Uclarju of the decedent after thl tlCplratlon of any estate for
lIf. or for Ylar., the Co..onw.alth hereby eMPr...ly re.erve, the right to appral,. end a..... tran.fer Inheritance Taxe.
at thl lawful CIa.. 8 (col1aterat) rate on any luch future Inter..t.
PURPOSE OF
NOTICE I
PAVHENTI
REFUND (CR) I
OBJECTIONSI
ADMIN
ISTRATIVE
CORRECTIONSI
DISCOUNT:
PENAlTYI
INTEREST I
To fulfill thl r,qulr"'lulnh of Slctlon Z140 of the Inh.rltan(l. and Eshte Tall ^ot, Aot 21 of 1995. 02 P,S,
SeotJ!)n 9140),
Dotach thl top portion of thl. Notice and subelt with your poy.ant to the Register of WllJ. prl"tod on th, river.. lId.,
uHllIke ohlck or Iloney crdqr pnyable tOI REGISTER OF HILI.S, AGENT
A refund of a tax credit, whIch wal not requested on the Tall Return, lay b, r9que.ted by COlpletlng an "ApplloatIon
for R,fund of P&nnlylvanla Inheritance and f..tate T~Il" (Rf.V-IlI!), Applloatlon. are available at the OffiCI
of the R.gl.tlr of Willi, any of thl 23 RevenuI DI.trlot Office., or by oalllng the .peolal 24~hour
answering .ervlol nUMber. for for.. ordlrlngl In Penn.ylvania 1~800~362-l0SD, out. Ide Penn,ylvanla and
within 10011 Itarrlsburg area (7171 787-8094, TDD. (717) nZ-ZZ5Z (Hlarlng hlpalrld Only),
Any party In Interut not nthfied wHh thl appI'ulseunt, ellowenoe or dlulloweno. of du(luotlonll, or allu..llnt
of tCK (In~ludlng dl.oount or Intere.t) 81 .hown on thl. Notloe MU.t obj.ct within sixty (60) day. of r'oll~t of
thh Hotlol bYI
--written protlllt to the PA Doparhl8nt of RaYllnue, Hoard of Appel'llll, Dept. Z81DZI, Ilarrltburg, PA
w~el.otion to have the !lIatt.r detar.lned 8t audit of the account of the per.onal repr..entattve,
--apPlal to the Orphan.' Court.
17126-10ZI,
OR
OR
Factual error. dl.oovered on thl. el..I'.lnt .hould bl addr"1I8d In writing tOI PA 04part.ent of RII."nu.,
Bureau of Individual TaKII, AnNI Pa.t hllu..nt Revllw Unit, Dlpt. Z60601, Hllrrhburg, PA 17123-0601
Phone (717) 787-6505. SII page S of tht bookl.t "In.truotiona for Inheritanoe Tall R.turn for a R..ld.nt
D.oedent" (REV-150l) for an IIlPlanation of adllnl.tratlvely oorr.otabte .rror.,
If any \Ix due 11 peld within threl (3) calendar lonth. IIHor the dlcedent'. death, 8 fiVI ,..Ire.nt (5:0 dl.C1C1unt of
the tDK paid I. allowld.
Th. IS% taK ..n..ty non~p"rtlelpatJon penalty I. eo.putld on thl total of the tall and Int.r..t a......d, and not
p.ld b.for. January 18, 1996, the flr.t day afttr thl Ind of the tell olnlllly period, Thh non-participation
penalty I. IPPlal.ble In the .ft.e .~nn.r and In the thl .... tl.. p.rlod a. you would app.Il thl taK Ind Int.re.t
that ha. b..n .......d a. Jndlcated on thl. not Ie..
Int.r..t It charged beglnnll'lCl with flr.t dllY of d.l1nqulnoy, or nlnl (9) .onth. .nd on. (I) dey fro. tha date 0'
deeth, to thl date of paye.nt. llllKII whioh blc.. delinquent b.furl January I, 1982 b.ar lnt.rut at the rllte of
till ('~) plrQlnt p.r ann~ caloulat.d at a dally rat. of ,000164, All talll. whlQh b.oa'l dlllnquent on end aft.r
January I, 1982 will blar Interelt at fI rat. which wll1 VlUY frol calendar year to Qahndllr y.ar with that rlt.
announcod by the PA Depart.ent of Revenus, Th. .pplloabll Intore.t rat.. for 1982 through 1997 arel
'!!!!' Int.rl.t Rat. nallv Int.r..t Faotor !!!r Intere.t Rat. Dally Intlr..t Faator
198Z 20% ,000548 1987 9% ,000247
1983 16~ .000433 1988-1991 ll% .000301
1964 11% ,000301 1992 9~ ,000241
19115 13;: .000356 1993-19"4 1% ,000192
1916 10% ,000274 1"95-1997 9~ ,000247
--Intlr..t I. caloulet.d a. 'OI1UW'1
INTEREST. BALANCE OF TAX UNPAID X NUNIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"MAnY HoUol IlIued .ft.r the tttK b,co'.1I dlllnll'Jlnt will reflect an Int.r..t caJoulet1on to flftllen (15) dlY,
beyond th. date of thl I.......nt. If pay.ant I. .ade after tha Intere.t eoeputatIon dati .hown on the
HOtlol, flddttJonal int.r..t "u.t be oelculatld.