HomeMy WebLinkAbout96-00754
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWrA""ot ,,,mmYAHIA (TO BE FILED IN DUPLICATE --I
Orf'''IIIMlNI Of R(V(t4U( C>(
O!PI lBOOOI WITH REGISTER OF WILLS)
_ '~~_RI~III!"~!J.. PA.,~/I'~ ~bOl COUNTY COO~
010 OINI') t4AMl IIA!lI, 'IR~'. AND MIDDII 11.111"'11 IHCI 01 fl!.!1 (OM'II Tl ADOIlI!iS
Cr Idt:!r. A 1 let:! N. 2JI, (;rt:!t:!n 11111 Ilnnd
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1 B9-41t-1tt176 11-2J-96 J-J-J2 Co." Cumbt:!r Innd
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L Rool E"o'. (Sch.d,l. AI ( 1 )
2. Sloch and Bond, ISch.d,l. BI (2)
3, Clolely Held Slack/Partnership Inlerall (Schedule C) (J )
4. Mortgages and Noles Receivable (Schedule 0) ( 4 )
5. Cosh, Bonk Deposits & Miscellaneous Personal Properly ( 5 1
(Sch.dy'. E)
6. Joinlly Own.d Prop.rty (Sch.d,'. F) ( 6)
7. Tron,f... (Sch.d,l. GI (Sch.d,'. LI (71
8. Total Gron Auols (10101 lines 1.7)
Q. Funeral Expenses, Administralive COSIS, Miuelloneous (91
expenses (Schedule H)
10. Debts, Mortgage liabilities, liens (Schedule II 1101
11. Total Deductions (10101 lines 9 & 101
12. Ner Value of Estoto (Line 8 minus line 11)
13. Charilobltt and Governmental Bequests (Schedule J)
lA. Nel Value Subject to Tax (line 12 minus line 13)
15. Spousal Transfers (for dotes of death after 6.30.94)
See Instructions for Applicable Percentage on Reverse (15)
Side. (Include values from Schedule K or Schedule M.)
16. Amount of line 14 taxable at 6% role (16)
(Include values from Schedule K or Schedule M.I
17. Amount of Line 14 taxable at 15% rare (17)
(Include volues from Schedule K or Schedule M,I
18. PrincipolloJl. due (Add IOl( from lines 15, 16 and 17.)
19. Credits Spousal Poverty Credil Prior Poymen's
+
'OR DATES 0' DIATH AnER 12/31/91 CHICK HIRr
" A SPOUSAL
POVERTY CRIDIT IS CLAIMID [J
-_..---_...- - . ---..~_._, -~..-
ml NUMBER
03.
OS.
~~
'154
YEAR
NUMBER
00 1. Original Relurn
o 4. limiled ES'ote rJ 40. future Inleresl Compromise
(for doles of deolh after 12-12.821
o 6. Decedent Died Testale [J 7. Decedenl Moinloined 0 living Trust
(Alloch copy 0' Willi (Alloch copy 0' Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMf COMPau MAiliNG ADORUS
Jerry A, Weigle, Esquire HARK, WEIGLE AND I'lmKINS
TmPHONf NUMBER 126 East King Street
532-73B8 Sid ensbur I'IG '~17257
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Remainder Relurn
(for dales of deolh prior 1012.13.82)
federal Eslale Tox Relurn Required
_ 8. TOlol Number of Safe Deposit 80ll.8s
949.14
,I. ,
r..:
11,185.75
(B) 949.14
Discounl Inleresl
1111
(121
(131
(141
X._= NONE
X .06 =
X .15 =
(I B)
(19)
(201
1211
121A)
(2IB)
+
20. If line 19 is greoler Ihon line 18, enler the difference on line 20. Thb is the OVERPAYMENT.
aD
11,185.75
(10,236.61)
(10,236.61 )
INSOLVENT
21. If line 18 is greole, than line 19, enter the difference on line 21. This is the TAX DUE.
A. Enter Ihe inlere" on the balance due on line 21 A.
8. Enter the total a' line 21 and 21A on line 218. This is the BALANCE DUE.
Make Chock Pavabl. to: Reglllor of Will., Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penalties of perjury, I declare Ihatl hove examined Ihis relurn, including accompanying schedul" and slolements, ond 10 the best of my .nawledge and belief,
it is 'rue, carrect and complete. I declaro thai 011 roo I o,lato has boon reparled ottruo markel value. Declorolion of preporer olher than Ihe persanal representative is
based on 011 infarmation a' which preporer has any .nawledge.
:!lIGNA1UI[ Of PfRSON)fSPONSIBll lOR fill G RlTURN "DORISS OAT[
.......u ". ..... John A. Crider, 234 Green HIll Rd" Newvillt:!, I'A, 17241 q-2.0 -9ft.
SI '" URf Of PRfP"""1 HER IH ... R(P UN .'1'1 "OOlllSS 0"11
'- Jerry A. Weigle, 126 ~:. King St., Shippensburg, I'A, 172579-/~
Check here if you ore requesting 0 refund of your overpayment.
11\1')0111.12'11
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SCHEDULE E J
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PER~ONAL PROPERTY Plea.. Print or Type
FILE NUMBER
COMMONwrAlfH O' ,rNNSYlVANIA
IHHllnANCI fAX InUIN
IUIDINT DICIDIHJ
ESTATE OF
Alice H. Crider
(All property lolntly.own.d with th. II,hl 0' Survl"c.,.hlp mull b. dllClo..d on Sch.dul. PI
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Orrstown Bank Checking Account 1/616745
57.16
2.
Orrstown Bank Christmas Club Savings Account 0903-000004
90.00
Accrued interest to date of death
1.98
3.
1972 Terry Trailer Camper
800.00
TOTAL Also enter an line 5, Reca
s
949.14
(Allach additional BYt.. x II" ,h..1I If more 'pace I. n..d.d.)
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1l~~~l911
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COMMONW(...UH Of 'INNSn......NI...
INHUn...NCI f...xlllUIN
IlSlD(Nf DfClOfNl
ESTATE OF .-. - -
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES . _ .__Pleall P'~nt '!! TYJ!!
-=-_____ ___L~~UMB~R
ITEM
NUMBER
A,
1.
B.
1.
2.
3.
4.
C.
1.
i\ 2.
3.
I
,
i 4.
I
5.
6.
7.
8.
Alice N. Crider
DESCRIPTION
AMOUNT
------.------.----. -.-
-.. -.--------...-.----------.---.-.-
Funeral Expenllll
Fogelsnnger-Uricker ~'unernl Home
5.774,20
Administrative Calli:
Penanal Repre.entative Camml..lan.
Social Security Numb.. 01 Porsanal Rop....ntative:
Year Camml..lan. paid
Allarney Feo. Nnrk. Weigle nnd Perkins
125.00
Family Exemption
Claimant
3.500.00
John A. Crider
Relatian.hip
Spouse
Add.... 01 Claim""t at decedent'. death
St..et Add.... 234 Green Hill Road
City Newville State PA Zip Code
17241
Prabote Fe..
Mlacellaneaul Expenll"
Register of Wills. Cumberland County - filing Insolvent PA
Inheritance Tax Return
Bankcard _ credit card outstanding balance. Account
#5438-8656-5000-0497
10.00
1.776.55
TOTAL (AI.a enter an line 9, Recapitulation)
(II mare Ipoce It needed, Inlert oddltlanallheell allame Ilze.)
S 11.185.75
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INNIIIIANCIIAl IIIUIN
IUIOINIOIClOINI
- .-
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ESTATE OF
Alice H. Crider
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
A. Taxable Beqvel'\:
1. Not relevant os estate is insolvent.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Chariloble ond Governmental Bequells:
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enler an line 13, Recopitulotionl S
(If mar. 'pace I, n..dad, In,art additional ,haa.. 0' .ama .In)
-.
.....
CDHHDNWEALTH DF PENNSYLVANIA
DEPARTHENT DF REVENUE
/ If-I :,{S' .-J.
(' /
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BUREAU Of INDIVIDUAL TAXES
IHlllAIUHC[ lAIt DIVISION
DEPf. ZIU,Ol
HARRISIUNG, PA 11Ill.0,01
NOTICE Of INHERITANCE TAX
APPRAISEHENT, AllOWANCE OR DISAllOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
JERRY A WEIGLE
HARK ET AL
126 EKING ST
SHIPPENSBURG
Esa
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
01-06-97
CRIDER
08-23-96
21 96-0754
CUHBERLAND
101
Allount Ra.1i tt.d
PA 17257
i*
'I..n.," lI. 111.'"
ALlCE
H
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PORTION FOR YOUR RECDRDS ....
iiE"V:isejj-EX-AFii-ii1f:96Y-NoYicEuoF-YIiHEiiiTANcE'YAx-A"PiiiiA"isEiiiNT-;-,m'-owAiicE-olim_m_m_mu
DISALLOWANCE DF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF CRIDER ALlCE H FILE NO. 21 96-0754 ACN 101 DATE 01-06-97
TAX RETURN WAS, I ) ACCEPTED AS fILED
I X) CHANGED SEE ATTACHED NOTICE
If an assBssmBnt was iSSUBd prBviously, linBs 14, 15 and/or 16, 17 and IB will
rBflBct figurBs that includB thB total of abh rBturns assBssBd to datB.
ASSESSHENT OF TAX:
15. AnDunt of line 14 at Spou..l rat. CIS)
16. Anount of Lin. 14 taxable at Lin..I/CI... A rat. (16)
17. Anount of Line 14 taxabl. at Collat.ral/Cla'l 8 rat. (17)
18. Principal Tax Dua
RESERVATIDN cDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN
1. Ra.l Eat.t. (Schedule AJ (1)
2. Stocks and Bondi (Schedule OJ (2)
3. Closely Hald stock/Partnarship Intara.t (Schadul. C) (3)
4. Hortgag../Not.. Receivable (Schedula DJ (4)
S. Cash/Bank Depolitl/Milc. Parsonal Property (Schedule El (5)
6. Jaintly Owned Property CSchedule f) (6)
7. Transfers ISchedule C) (7)
8. Total Asset.
.00
.00
.00
.00
949.14
.00
.00
(8)
APPROVED DEDUCTIDNS AND EXEHPTIONS:
9. Funeral Expen.e./Ad.. Co.t./Hisc. Expense. ISchedule H) (9)
10. Dlbtl/Ho.tglge Llabllltlll/Lllns ISchldule I) (10)
11. Totel Deductions
12. Net Velue of Tax Return
15. Charitable/Govarn.ental aeqUe.t. (Schedule J)
14. Net Value of Estate Subject to Tax
8,634.89
.00
(11)
112)
(13)
114)
NOTE:
.00
.00
.00
X .00:
X .06:
X .15:
118)
TAX CREDITS:
PAYHENT
DATE
DISCOUNT 1+)
INTEREST 1-)
RECEIPT
HUHBER
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
HOTE: To in.ure proper
credit to your account,
.ub.it the upper portion
of this for. with your
tax paYllent.
949.14
R.634 Rg
7,685.75-
.00
7,685.75-
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAH 11, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREOn" ICR), YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS FDRH fOR INSTRUCTIONS.)
"
RESERVATIONI E,tat., of decadent. dying on or bafar. D.c.~r ll, 1911 ~. If any future Inter..t In the ..tat. 1. lran,'.rr.d
In poI.I.llon or enJoy.ent to Cl'.. . (co11,'ar,1) ~flcl.rl.. of thl d.c~t ,ft.r the Ixplratlon 01 any ..,.t. for
II" or for y..r., thl Co..onw..lth hereby .xpr...ly r...rv.. thl right to appral.. ~ ...... tranl'.r Inh.rltance rlXI,
at the lawful el... . (co11,'.ral) rat. on any luch future Int.r..t.
PIJllI'Mt DI'
NOTICEs
To fulfill thl r.qulr..."tl of Section Zl4D of thli Inherltanc. and E.tet. hll Act, Act ZZ of 1991. 72 P.S.
Section 2140.
PAYMENT I
Detach the top portion of thl. Notle. and suo.lt with your Ply.ent to thl R.gl.tar of Will. prlnt.d on the r.v.r.. .Id..
u"aka Itheck or .oney order plyable tal REGISTER OF MILLS, AGENT
All p.,-.nt. racal'l.d ,hall flr.t ba appll.d tu any Inlar..t which ..y b. due wIth eny r...lndar applied to the tall.
REFUHO (CA)l A rafund of a ta. credit, which wa. not r.qu..ted on the Ta. R.turn, a.y be requa.ted by coapl.tlng en "application
for R.fund of pann.vl'lenla Inharltanca and E.tat. T.x" (REY.lSlS). Application. ar. avallabla at the Offlca
of the Aegl.t.r of Will., any of tha ZS Rav.nue Ol.trlct offlca., Dr by calling tha .p,cl.1 Zft-hour
an.werlng .arvle. nuaber. for for.' orderlngl In pann.vl'lanl. 1-aaO-56Z-Za50, out.ld. PennIYI'lenl. and
within loc.l Harrl.burg .r.. (717) 7al-a09., TDD' (717) 77Z-ZZ5Z (H..rlng lap.lr.d Onlv).
OBJECTIONS I Anv p.rtv In Int.ra.t not ..tl.,led with the .ppral...ent, .llowanca or dl..IIONanc. 0' deduction., Dr .....Ieent
0' tl. (Including dl.count or Int.ra.t) a. .hown on thl. Notlca au.t obj.ct within .I.tv (60) d.y. 0' recalpt 0'
this Notlc. bVI
-.wrltten prot..t to the PA O.part..nt of Rav.nue, Bo.rd 0' App..I., O.pt. ZalOZl, Harrl.burg, PA 171za-l0Zl, OR
.-.lectlon to h.v. the .att.r d.tar.lned .t audit 0' the account of the p.r.on.l r.pr'lantatlv., OR
--appaal to the Orph.....' Court.
ADtUN
ISTAAlIVE
CORRECTIONS I
Factual .rrOr' dl.cov.r.d on thl. ......eent .hould b. addr....d In writing tOI PA Dlpart.ant 0' Aa'lenul,
Bur.au 0' Individual Tax.., ATTNI Po.t A....I.ant R''1lew unit, Dept. Za0601, Harrl.burg, PA 171Za.0601
Phone (711) 7a7-6505. S.. pag. S 0' the bookl.t "In.tructlon' for Inherltanc. 'a. R.turn 'or I A..ldent
Decadent" (REY-ISOI) 'or an .xplanatlon of adalnl.tratlvoly corr.ctabla arror..
DISCOUNTI
If any tax dua I' p.ld within thr.a (5) cal.ndar .onth. aft.r the dec.d.nt', d'lth, . fl'l' p.rcent (S~) dl.count of
the tlx p.ld I. .llow.d.
PENAL TVI
The 15% t.. .-na.ty non.p.rtlclp.tlon penalty I' co~tad on the tot.1 of the tl. and Int.r..t ......ad, and not
p.ld b.for' January la, 1996, the flr.t day aft.r the .nd 0' the tl. aan..tv p.rlod. fhl. non-p.rtlclpatlon
penalty I. appaalabla In tha .... .annar and In the the .... tla, p.rlod .. yOU would appeal the t.. and Intar..t
that ha. blan .......d a. Indlcat.d on thl. not lea.
INTEREST I
Intar..t I. ch.rgad b.glnnlng with 'Irst day of d.llnqu.ncv, or nln. (9) aonth. and ana (I) day 'roa the data of
d.ath, to the data 0' pavaant. Taxa. which bee... dallnquent b.for. J~ary I, 191Z blar Intar..t at tha rat. of
.1. C6~) percent p.r annua calculat.d at . d.llv r.t. 0' .000164. All taxI' which bee... dallnquent on end a,tar
January I, 19aZ will b..r Int.ra.t at . rata which will v.rv fro' c.l.ndar y.ar to calandar y..r with th.t rata
ennouncad by the PA D.parta.nt of R.'1'nu.. Tha appllcabl. Int.r..t r.ta. 'Dr 19aZ through 1997 aral
'!!!! Intara.t Aat. Dallv Int.r..t Facto.. !!!! Inter..t Aat. Dallv Inter..t Fecto..
1911 ZDX .GOOS'" 19a7 'X .00OZli7
198) lOX .GOooa 1'11a-I991 llX .aGOlOI
191ft llX ,OOnOl 199Z 'X .000Z'7
1915 1>% .DDOS56 1995-1994 'X ,000192
19a6 lOX .0DDZlft 1995-1997 'X ,OOU'"
-.Intar..t Is calcuht.d .. followlI
INTEREST ~ BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any Notlc. I..ued aft... tha hx baco... delinquent MlII rafl.et an Inter..t c.lcul'Uon to 'lft.an CIS) day.
beyond the date of the .......ant. I' paw-ant I. ..d. a,t... the Int.r..t coaputatlon date .hown on the
Notlca, additional Int.....t lU.t be calculalad.
"
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COMMONWEALTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
BUREAU 0' INDIVIDUAL TAXIS
DEPT. 780601
HARRISIURG, PA 17171.0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
filE NUMIER
21'11>-0754
101
Alice M. Crider
---'---- ----------- A-fN
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
It
B3
Raduced to $949.14. Family exe~tion con only be clnimed a~olnat probate
asaetll.
TAX EXAMINER: John Runp
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