HomeMy WebLinkAbout96-00773
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DIPI JIIOt.l:.)l
tlAUI~alJl(; PA l1lJMOt,()I
DI(IIlIt~1 ~ 'j"''''1 IlllH I,~~I ""ll) "'1[1IHI ,pj'I'''11
Wlnleru, Alma I..
FOR DATES OF DEATH AnER 12/31191 CHECK HEAl
IF A SPOUSAL _
POVERTY CREDIT 15 CLAIMED [J
Fill NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
773
ICfCfip
YEAR
2-/
COUNTY CODr
NUMBER
111"11 01 11I41t4
Ij-~-t)h
"A\"'\'.'.I."lloI.','."
111411 01 ftllllt.
I-n-IH
r"" '" II'"":""'"'"
Supplemontal Retu'n
1-13.
~OCIAl !,ICU.,I, '11I""111
172-2h-c)]HH
1"AP,,,IA''',\,'''''''''V' ,,\I \.,A"I
I X I 01'0'"01 R.","
[] 4. limjlftd E\tale I .so. futuro Inle.e'l Comp.omne
(lor dolo, of death ofte. 12.12.82)
[) 6 D",d,,' Di.d ""0" J 7 Doc.d." MO'"'oi"d 0 ["i"O ,,,"
(Anoch copy of Will} (AlIach copy of hull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
; 2
LJ 5.
_ B. Total Number of Safe Depo,it Boxes
....
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'l4M( (OMPLE Tl MAllII~G ADOIU ~~
.Icrry A. \{elgle, EH'Iulrc flAllK, \{Ella.E ANIl PERKINS
HLHHOt~(tfv",i(~-~~--'-~~-------------- 12() Ennt King Street
717 J=c.J}_2,:;.Li~~'='~=~__u___7=,=====~==_==SILIl~I'Cn"h'!n;., PA 172')7
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I. Real E'lole (Schedule Al
2. Stock, and Bonds (Schedul" B)
3. Closely Held S!oc~/Pa.lneflhip Inlore,1 (Schedule C)
4. Morlgoges and Noles Receivable (Schedule D)
5. Cash. Bonk Deposits & Miscellaneous Personal Properly
(S,h.d,l. el
6. Joinlly Owned Prope.ty (Schedule FI
7. Tranlf,rs (Schedule GJ (Schedule 1I
8, Total Gran Auets (10101 lines 1.7}
9, Funeral Ellpenses, Adminisl.alive COSh, Miscellaneous
Expen,es (Schedule HI
10. Debts. Mo.lgage liabilities, liens {Schedule II
11. Talal Deduclians ('alai Lines 9 & 10)
12. Net Value of Estalo (line 8 minus line III
13. Cha.ilObllJ and Governmenlal Bequests (Schedule J)
14. Nel Value Subject to Tax (line 12 minus Line 131
15. Spousal Tranlfers Ifor dOh" of deolh after 6.30.94)
See In11.uctions for Ar,plicable Percentage on Reverse
Side. (Include valuos rom Schedule K or Schedule M.)
16. Amounl of line 14 talloble at 6% ralo
(Include values Itom Schodule K a. Schedule M.I
17. Amoun! of line 14 talloble at 15% rate
(Include values f.om Schedule K a. Schedule M.I
18. Principal 1011 due (Add lax from lines 15, 16 and 17.)
19. C.edil, Spou,al Pove.ty Credit Prior Paymonh
Inle.e,t
II)
121
(3)
(~ )
( 51
1,546.55
161
17 1----.---
19) ____5_,7]JJ~g_Q_ __.___
(10) ______2,5.9_fl.,.2"--___
(8 )
1,546.55
8,276.54
(6,729.99)
(Ill
(121
(13)
(I~)
(6,729.99)
(15)
..___.____~ x. ___=
(161
_n_" .06 =
(171
_________.__" .15 =
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(18) . NO~E _::_~NSOLVENT
Discounl
+ ---~-- + ---~~_.--- -
(191
1201
20.
If line 19 is greater than Line lB. enle. Ihe diffe.ence on line 20. This is the OVERPAYMENT.
gO
Check he.e if you aro requesting 0 refund of your ovorpayment.
21. If line 18 is g.eale. than line 19. entet Iho diffe.enco on line 21. This il the TAX DUE.
A. Enler the intere,' on the balance due on line 21A.
8. Ente, the 10101 of line 21 and 21A on line 218. Thi, is the BALANCE DUE.
Make Check Payabl. 10: Reglat., of Willi, Au.nt
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penalties 01 perjury. I decla.e thai I hove 6Itomined Ihis .elu.n, including accompanying schedules and slolomenh. and 10 the bell of my ~nowledge and belief,
it ist.ue. correct and campleto. I decla.e that 011 .eal eslalo has been repo.'ed otlrue ma.ket value. Declo,olion of p.epa.et olher than Ihe peuol\r;l1 -Rflne r.ativ.'is
b01ed on 011 info.matian of which p.epo.e, has any knowledge. li (..1 t.' ~
~tGN UR OfPIRSONJE, ON!l~tlwfHI~H:illfT~t.I ADDRESS 04T{
1. 1(ltJ.~C.J~\~.;,~!I._ .--s.amllle C. GlroskL. 26 East Orange Strcct, Shlppcnsburg!.. PA 17257
NATUR( O. PlUP....~'HU lHAt~rPIl(!tfNT4'I'o'(-. 0- 40DRB!> OAt( c..;'/lSn("
,'"'-/ ~ (. L'1...,.j.._~f)c121..c~!IY tI. \{ciglc, 126 East KII1.g Strect, Shll'l)~.!!Hburg. PA \7:f5?
//
1211
121AI
121BI
U\l',,"".11-1I1
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS_E_XP_E_~SES ... ______~~eall p'rlnt or Ty~
_____._ ____ ._~ _ ______J:LE N_U~BER __
,,~I~~1\
_~fIlJ~
COMMONwrAlTH Of 'lNN,nVANIA
INttUIII...NCl ,.... IUUIN
1(SlOlNID(([OlN'
Alma I.. Winter"
DESCRIPTION
ITEM
NUMBER
A. Funeral bponle.:
I.
B.
1.
2.
3.
4.
C.
I.
2.
3.
4.
5.
6.
7.
8.
Fogelsanger-Ilrickcr Funcral lIomc
Spring lIil1 Cemetery - opening gravc
Admlnl.tratlve Co.lI:
Personal Representative Commissions
Social Security Number 01 Personoi Representative:
Year Commissions paid
Attorney Fees
Mark, Weigle and Pcrkins
Fomily Exemption
Cloimon'
Address 01 Claim""' at decedent's deo,h
Street Address
City
Relolion.hip
State
Zip Code
Probate Fees
Mllcellaneoul bpen.e.:
Register of Wills, Cumberland County - filing Insolvent PA
Inheritancc Tax Return
Dennis L. Gotshall, Auctioneer - appraisal of personal property
TOTAL (Also enter on line 9, Recapitulation)
(If more .pace I. nuded, Inllrt additional .heetl of lame IllO.)
AMOUNT
4,915.00
450.00
375.00
10.00
20.00
s
5,770.00
11'W"1111'11')1
,.
\ SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
\
PI.a.. Print or Typ.
FILE NUMBER
(()IIIl...oNwt"UM Of "NI4,,,vAUlA
lflttlll'ANtllA.lltU...
1I'101H101e101H1
ESTATE OF
hlma I.. W intcrH
AMOUNT
ITEM
NUMBER
DESCRIPTION
1.
Mark, Weigle and PcrkinH - outstanding balance duc at date of
death
250.00
2.
Dauphin Deposit Bank and Trust Company - Instal1mcnt loan
1103439860001
1,143.61
530.00
3.
Cumberland VaHey Hose 0 2
550.50
4.
Borough of Chambersburg
9.00
5.
Chambersburg Hospital
10.42
6.
Cardiovascular hssocintes
9.51
7.
Pulmonary hssociates
3.50
8.
Fry Ophthamology Associatcs
TOTAL (AI.a enter on lin. 10, Recapi.ula.ion)
(II more spac. is n.eded, ins.r' additional sheels 01 some sill.'
$
2,506.54
'1'- UfJlh 111'1
\
\
SCHEDULE J
BENEFICIARIES
~.ib'9
tl'. '
->
(OM""OI."""A'IH 01 ,ftllllUYAIIIA
INN.III"Nell... InUIN
----=~'~ 11~IDINt ~~_~t~~NI
FILE NUMBER
ESTATE OF
Alma I.. Wintcrs
~-,-,_._---
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
-------.
A. Taxabl. aeque,',:
1. Not relevant as estate is insolvcnt.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Beque,":
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.a .nlor on lino 13, Rocapitulatian) S
(II mar. .pac. Is n..d.d, In..rt additional .h.... 01 .am. .1..)
/1)-.. li,/ ' .'J
, 1,1 /
BUREAU OF INDIVIDUAL TAXES
IHtI(RIfANCE lAIl DIVISION
DEPJ. ZlIDftOl
ItARRI5IUMO. PA 11UI'0.01
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
c..-
..,*
NOTICE OF INHERITANCE lAX
APPRAISENENTo ALLOWANCE DR DISALLOWANCE
Dr DEDUCTIONS AND ASSESSNENT OF TAX
nl.lhl II ,It Ill'"
JERRV A WEIGLE
HARK ET AL
126 EKING ST
SHIPPENSBURG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
01-06-97
WINTERS
05-02-96
21 96-0773
CUHBERLAND
101
ALHA
L
PA 17257
\
AMount Re"ltt.d
-l
HAKE CHECK PAVABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
ifiv:is4"'i"Ei('jiFP-iIF9i.Y"iiiificE--Oj:-YNHERiTANcE-YliiniPPiiAisEHiiir-;-jiL'LOWANCE-ijli-u--mumuu
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF WINTERS ALHA L FILE NO. 21 96-0773 ACN 101 DATE 01-06-97
TAX RETURN WAS' I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roel Estoto I Schodulo A) III
2. stock. and Bondi (Schedule OJ (2)
3. Clo..ly Held stock/Partnership tnt.r..t (Schedule C) 15)
4. Hort,ag../Hot.. Raceivable I$ch.eula OJ (4)
5. Cash/Bank Deposits/Hisc. Parsonal Property (Schedule E) IS)
6. Jointly Owned Property (Schedul. f) (6)
7. Transfers (Schedule Cl (7)
8. Total A...t.
I CHANGED
HOTE: To insure proper
credit to your account,
subllit the upper portion
of this for. with your
tax paYMent.
,DO
.00
.00
.00
1 .546.55_
.00
.00
lBI
1. 546 . 55
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. funeral Expenses/Ad.. Costs/Hisc. Expenses CSchedule H) (9)
10. Dobts/Nort;o;. Llobllltlos/Ll.ns (Schodulo II 1101
11. Total Deductions
12. H.t Velu. of Tax Return
15. Charitable/Govern.ental Beque.ts ISchedule J)
14. Hat Velu. of Estat. Subject to Tex
5.770.00
2.506.54
Ul)
(2)
(3)
U41
A.?7f.. 1;4
6.729.99-
.00
6,729.99-
If an assessmont was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that includo the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Allount of line 14 .t Spousal rate CIS)
1&. AMount of line 14 taxabl. at Lineal/Class A rate Cl&)
17. Allount of line 14 taxable at Collateral/Cla.s B rate (17)
18. Principal Tax Du.
NOTE:
.00 X .00=
.00 X .06=
.00 X .15=
UB)
.00
.00
.00
.00
TAX CREDITS:
PAYNENT
DATE
DISCOUNT 1.1
INTEREST (-I
ANOUNT PAID
RECEIPT
NUNBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" ICRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS.)
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RESERYATION, [,tIt., of dlcedent, dying on or be for. Dtc.~.r IZ. 1"2 .. If any future Int.r..t In the I,l,t. I. transflrred
In po.....lon or enJoy.en. to Cl... . (col1,..r,1) b~flcl.rl.. of thl decadent ,'t,t the I.pltatlon of IftY ,,'at. for
II', or for y..t., thl Co..onw..lth her~y l.prl.lly t...tv.. thl right to appral.. and ...... tran,'.r I~rltanc. fax..
It the l.wful el... . (coll,'.ral) r.t. on any luch future Inter..t.
PIJIII'O<[ OF
NOTlCE1
To fulfill thl reqult...ntl of Slctlon 214D of the Inherltancl and Elt,t. Tlx Act, Act lZ 0' 199.. 72 P.S.
S.cUon 21U.
PAYtENT,
D,tech the toP portion of thl. Hotlel and ,ubalt with your P.y.~t to thl RIIIs"t of Willi prInted on thl r.v.r.. .Ida.
"-"aka cheek or INW1ly order plyabl. tOI REOISTER OF MILLS.. ADENT
All p.y-.ntl received .hell flr.t be applied to any Intere.t which e.y be due with any r...lnd.r appll.d to the ta..
RErUND (CA)I A r.fund of a tax credit. which WI' not r.que.t.d on the T.. Return, .ay be r.que.t.d by coapl.tlng an RAppllc.tlon
'or RI'und 0' P.nn.ylvanl. Inherltanc. end E.tat. Ta.R (REV-Il1l). Application. are .vall.ble It the Of,lcI
of the Real.t.r of Will., any 0' the 21 Revenue DI.trlct O,flc... or by c.lllng the .pacl.1 2~-hour
an.werlng ..rvlc. nueblra for for.. ord.rlngl In P.nnaylvanla 1-100-162-2050. out. Ida Pann.ylvanl. and
within 10c.1 H.rrl.burg area (717) 717-10". TOO' (717) 772-2252 (H.arlng lap.lr.d Only).
OBJECTIONS I Any p.rty In Inter..t not .atl.fled with the appr.I....nt. allowanc. or dl..llowance of deduction.. or ........nt
of t.. Clncludlng dl.count or Int.r..t' a. .hown on thl. Notlc. lU.t obJ.ct within .I.ty C60' day. of r.c.lpt of
thh Notlc. bY1
--written prot..t to the PA D.p.rt..nt of R.v,nu., Board of App.al.. D.pt. Z81021. Harrl.burg. PA 17128-1021. OR
--.Iactlon to have the a.tter deteralned .t audit of the account 0' the per.on.l repre.ent.tlv., OR
--appa.l to the Orphan." Court.
ADMIN
ISTRAlIVE
CDAREClI0HS1
Factu.1 .rror. dl.cov.red on thl. .......ent .hould be addr....d In writing tal PA DIP.rteent of R.venue.
Bur.au 0' Indlvldu.l T..... ATTNI Po.t A.......nt Ravlew Unit, D.pt. 280601. H.rrl.burg, PA 17128-0601
Phone (717' 787-6505. 5.. page 5 of the bookl.t Rln.tructlon. for Inh.rltanc. T.. R.turn for a Ra.ldant
DacadentR CREV-ISOl) 'or an ..planatlon 0' adalnl.tr.tlvely corr.ctabl. .rror..
DISC~T 1
I' eny t.. due I. p.ld within thr.. (lJ cal.nd.r eonth. a,ter tha d.cadent". d..th, . 'Ive percent (S~, dl.count 0'
the tax paid I. allowed.
PENAL TV I
ThI 15X ta. .~.ty non-p.rtlclp.tlon penalty I. coeputed on the total 0' the ta. end lnt.r..t .......d. and not
p.ld bafor. January 18. 1996, thl flr.t day .ft.r the end 0' the ta. aane.ty period. Thl. non-p.rtlclpatlon
pen.lty I. appe.l.bl. In the .... aannar and In the the .... tl.. parlod a. you would appaal the ta. end Int.r..t
thlt ha. bean I..e...d a. Indlc.t.d on thl. notlc..
INTEREST1
Int.r..t I. charg.d b.glnnlng with flr.t day of dellnquancy. or nine (9' aonth. and ana CI) day fro. thl date 0'
death. to thl d.t. 0' p.yaant. T.... which bec... d.llnqu.nt bafor. Janu.ry 1, 198Z baar Intar..t at tha r.t. of
.1. (6X) percent per .nnu. calcul.tad at a dally r.tl 0' .00016~. All. t.... which b.c.e. d.llnquent on and .,tar
Janu.ry 1. 1912 will b..r Inter..t at a rat. which will vary fro' c.llndar yaar to calendar yaar with th.t rat.
announced by the PA D.part..nt 0' A.Vlnue. Tha appllcabll Int.r..t rata. for 1912 through 1997 ar.1
'!!!! Interut Rat. D.lly Inbra.t Factor !!!! Intere.t Rat. Dallv Interut Factor
I'az zax .000548 1'17 'X .000Zf,J
1981 16X .000U8 1988-1991 lIX .000101
I"~ lIX .000101 1"Z 'X .0002f,J
1985 UX .000156 1991-199~ 7X .000192
1986 lOX .OoaZ7~ 1"5-1997 'X .000Zt,7
--Inter..t II calculated .. follow. I
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..ued .ftar the t.. b.cuae. dellnquant will r.fl.ct an Int.r..t calculation to flfta.n (IS) day.
b.yond the date 0' the .......ant. If pay.."t I. .ade aftar the Intar..t co~t.tlan d.ta shown on the
Notice, addltlon.l Intarut IN.t be calculat.d.
,