HomeMy WebLinkAbout96-00808
Oath of pf)r~;ullill HoproGulltativo
Cornrnonwoulth of Pennsylvunia
Coullty of DllUphill ( 111>,\\ r \1,1111
'IIIU l'oliliollOI (!;/'aIJlJVO'lliIlIlIH! ,woad,' <ll1d allirrl1lr.lll1illll1u Sl<llol1lOl1lS 1111110 furoyuillY 1'011liuII a'o Iruo,
cUllocllu Illu hosl uf 1110 kllllwloliuo <llIli huliof uf l'ullliullorl!<lil1ld 11"'1, as POlsolI~lloprusollli1livol81111 1/10 lJocud.
I'olilil1l1lHls') wili woll al1d truly alil11illislUr tl1u ostalo accord illY 10 law.
holoro 1110 tills.
September
JO
Sworl1 to al1u aflirl110u HIlU slIhscrihuli
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Mary <;:./ Lewis ! I} Iti}
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IJ(,CIIU: OF IIEGIST!:I1
E,late 01 _(F)_(2i1-LL-I~{ r I no
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(llso known as
2l-96-808
Ducu~suU
No,
Social SoculIly No: .,'lj;l( '. -) D . ?Nf.. '
Dille 01 Doall1:
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AND NOW. __?..:'~~be~~___. 1 9!J~L_, ill cOllsidoralion of Illo !'ollllon
(111 tho rovorso side Iwroor!, solisfoctory proof hoviny booll prosonlod bofore me,
I r IS DECREED that Lollers tQTostamolllary 0 of Admillistrollull
me IWleby granted to (~)(I (-(ev' (:.,. 0, I' n\c'(
1.1.1 ft,.1 It 11.1. I ,1.~~I\"'~ ~I., IhllftU. ~M'lItlr', '~"1Il'1. ll..~Il"".
in the abovo ostulo unu thut tho InslrUllIentls)' If any, uated . .Januarv J!),1976
doscrilJed in tho POlilion bo uurnillod to probulo ,lIlulilou of rocord us lho last Will of Decedenl
FEES
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IilVontury & Tox Forms".
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$ l8.00
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DATE HLED: 9-30-96
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COMMONWEAL'rH OF FENNSVLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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IHI'OOldAN1'S NAldE (Typoal1'1W111 It
wa or G. Parmer
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----~S~NUM8ER
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l. 1'0 apptll the inaomefor mainteYlaneo, lIuppor.t
eduaation, and oare of eaah suah ohitd untit Huah
ahitd attains the age of It years; aftor oaah suah
ahitd attains the age of ot years, the eo.~us of
the respeativo truets shall be paid direatly to
eaah suah ahild.
8. 1'0 retain for f;ho purposes 1lOy'eof, for suah
time 00 in tho judgment of my said Trustee io
propel', and without any liability on his part
fo~ so doing, all 01' any part of the property,
real and personal, at the time eonntituting my
said trust cstate.
J. To sdl, either pr"I:vatelu or at pubUa auation,
at suoh time or times, for ouah proic.e, and on ouah
term. and aonditiono 00 mu Tl'uotee may dctcrmine,
all or anu part of the property, real and personal,
at any time eonntituting my naid trunt eBtate.
4. 1'0 invollt, rcdnveot and keep invented in suah
~lauritieB as my Trustee may select, and without
restriation to Buah securities 00 are eommonly
known as "legal" for tho investment of truet funde
in Permsylvania, all mdnyo eoming into ita P08S-
ession as part of the prinaipal 01' eorpU8 of mu
said trust e8tate.
5. If the inaome derived from anu trust ereated
above 1:S insuffiaient to provide fo,r eduaation,
inaluding that above high sehool level, and for the
main-tenanee of arlY ohiZd of m1:ne, 01' if any emt3rgeneu
should arise affecting the health and well-being,
whether due to aecident, injury, Deriouo illness or
any oause not now forDeen, then in the sole disare-
tion of my Trus&ee, there may be applied for the use
of suah ohild, in addition to inoome, suah portions
of the prineipal as in my Trustee's judgment are
propel' and neeessary in the aipeumstanaes.
B. I hereby nominate, aonstitute and appoint my brother-
in-law, Kenneth R. Parmer, as Exeeutor of this my Last Will and
Testament, Guardian for anu minor benej'ieiary named herein and
Trustee of any Trusts herein apeated,
I,TEM IV. I direct that aZZ legaoies and all shares and
interests in my Estate, whether of prinoipal or of inaome, while
in the hands of my Exeautrix, Exeeutor 0.1' Trustee, shan be fpee
from attaohment, exeaution or sequestration for anu debt, aontpaot,
obligation or liability oj' any legatee or benefioiary, and shall
Hkewise be free from pl,edge, ass1:gnment, 1J0nveyanae 01' antiaipation,
and that the personal reoeipt by suah legatee op benefioiary, shall
be the 8uff1:aient disaharge of my Exeeutrix, Exeeutor or Trustee.
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OatZ A. Parmer
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')I'IM)NW'~PE:,mYYl~AIMIINHERIT ANCE TAX RETURN Fill NUMUER
rJt;Pftl::1M::Nl 01 RtVdhk
HI'RRIS~~~;; \~~;111'0601 _~ESIDENT__~~f..EQ_~rfl"_=~____;'!~!!.s!l~6 .
f!ECEOEIH'S NMlf (LASi, rlR5i. MJ(, t,II[)[ll!' INIlIAL~6 ,{bIMl blOC~~" 1~I)W,rt; W(JI'J~
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/ 1937
THIS RETURN MUST BE FILED IN DUPLICATE WITlllNF
REGISTER OF WILLS
PARM!':R
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~ 1. Original Relum 0 2. Supplemental Return 0 3, Remainder REltum (dale oj oaBth plll'il \c. \i,lJ.e~i
D 4limlled Eslille D 4a FuMe InlalOsl Compromise I'" ,I """, ,'" 11.11.821 D 5. Federal ESlale Tex Relum Required
o G De:edent Died Teslalfl (AtLlCh copy of l'iltlJ 0 7, Decedenl Maintained a living Trust (..l,~~hcopvpflMl) --' 8. Total Number of Salo Deposit Boxes
o 8.lItlgalion Proceeds Received 0 10, Spousal POVElrty Credit l~a\ll ofdllath i)(l\W~n 12.3\,9\ an~ \,\,95) 0 11, Electiorlto tax lmder Sec. 9113(A) (^1Ll~t, 5.;<. (1)
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CON~IDENTlAL TAX INFORMATION SHQULD BE DIRECTED TO:
HA.ME. COMPLETE MAIliNG ADDRESS
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10""7"1'1";''''''692_2.3/15
129 l'iARI< 1::'1' ::;CJ1{E!':T
~lJ LLlIRS BURG PA
17061
LAIV OFfIlC!':S
I Real ,'lale (Schedule A)
(I) 00
(2) 00
(3) ()O
(4) 00
(5) [l(J
(61 DO
17) DO
18) ,[i0
(9)
110)
2 Slocks an; Bon;s ISchedule B)
?i Closely Held Corporation,Partnership or Sole.Proprielorship
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4 Moogagas & Noles ReceIVable IScheoul' D)
5 Cash, Bank Deposl~ & MIScellaneous Pernonal propeny
(Schedule E)
6 Jolnlly Owned ProperlY ISch.dulo F)
'7 Illler.Vll'o~ Transfers & Miscellaneous Non,Probate Property
(SoheduleG or L)
8 TOlal Gross Amls (Iolal Lines 1.7)
9 Funeral E'pensos & Admlolslrallve Cos~ ISchedule H)
10 Debl' 01 Oecedent. Mong.ge Liabilities, & Liens ISchedule I)
11. Tol.1 O,ductloo'llolal Lines 9 & 10)
1111 DO
(12) O()
(13) O{i
--
(141 00
(15) lYe)
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(16) .-' cl
(17) nD
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116) O()
12 N,' Valua of E'late (L1n. 8 minus Line 11)
13 ChSnlabl. .nd Govemmenlal Beques~ISec 9113 Trust' lor Whloh an eleo1lon IQ lax has 001 been
made ISohedule JI
14. Net V,'u. Subject to Tax ILlne 12 minus Line 13)
15 Amounl 01 line 141axable
althe spousal tax rala 1 I
Soe Instructions on reverse side lor applicable porcentage
18 Amounl 01 line 141a<.blo
al6%rale
11, Amounl o! line 1418xable
a115%mto
x ,0
x ,06
15
18 Tax Due
19
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
liMIer IJf;lialheS or ~~lIry, I IlOCI!l'O lhal I hitv~ (1~8mlrled thiS rolurn, IncludlflQ OCCllmpanYllIQ schodull\~ 8m! sllllolT(lnls, IInd 10 Ihll..'(lsi ol my I;nowllXl~e llnd oolie!, II i~ InIO, COI'JOClllnd completo ~llllll~on of prepa'or otMr
l!lIlnJht~.DD.i..rtQ[{Ill~la!!i~JLl:!!!~l>d (In MI iniormllhOll 01 wllieh OrNI/lrell@1. !!ill'.tr:!~l\lQsI~_._~_____.~___....__.._
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURI, ADDRESS
t0~-,"t/Z/ ~L(S>i.Jj1:,,"ev::__...___~._'_~!_: tll 11" ,! 'i ['.I_~~_.:..!._::~/ 'j
SIGNATURE OF PREPARER OT~ER T~AN REPRESENTATIV, ADDRESS
(11'/ldI1i{ ( :/ ll/III" /,< ,( I ?'f II Ii', 1" ',j 1/1/111/'./:11'\
t" 1'/1 ,( I
DATE
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DATE
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Decedent's Complete /.ddress:
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CIIY
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Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. Credits/Payments
A. Spousal PovMy Credll
S Prior Paymenls
C. Discount
(1)
3, InleresVPenelty if applicable
D, Interest
E Penalty
Tolal Credits (A. B. C)
(21
TotallnleresVPenalty (D' E ) (3)
4. II line 21s grealer Ihan line 1 . line 3, enter Ihe difference. This is Ihe OVERPA YMENT,
Check box en Pege 1 Line 19 to requelt 8 rofund (41
5, II line 1 . line 3 is grealer Ihan line 2 enl9r Ih, dlff9'enoe This IS me TAX DUE. (5)
A, Enler Ihe Interes! on the la' due (5,AI
S, Enler the lolal olU,le 5. 5A This" Ine BALANCE DUe, (58) (/ 0
_~~nl:~..!.,a:..~=g~~=~~;'~~~~ll:;;:':"
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did (Iecedent make a transfer and. Yes
e. retain the lIse or Income of the property transferred: '"" .,0
b. retain the right to daslgnate who shall use the property transferred or its income: ,,".. 0
c, retain e reversionary interest, or., "'"'''''''''' ". [J
d. receive the promise for life of either payments, benefits or care? . 0
2. If death occurred on or before Decembar 12,1982, did decedent within two yeers
preceding death transfer property without receiving adequate consideration? If daath occurred
after December 12,1982, did decedent transfer property within one yeer of death without
receiving adequate consideration? ,."., ",.."". """,,,,,,,,,.. ...,. .,,,,,.... "".0
3, Old decedent own an "in trllst for' or payable lIpon death bank accollnt or securlly
el his or her death?..... .....",.............,..,..,..,..,,,..,,. .., ..,,,...0
4. Did decadent own an individual retiremenl Mcount, an,uily, or other non'problJl~ proporty? ... [J
No
~
~
o
o
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTiONS 18 I'E9,
YOU MUST COMPLETE SCHEOULE G AND FILE IT AS PAIH 0' "'YI! RETURN
_........,'W:rr."'l'!Y'''''.....~.....,.,.:...~''''''''''...........~......r'''''''_I.'.,~'"''''~_~ . ,. """''''l1l''''''''''''''' .;1.1"..... .,.....'
I14fJfN/lW.'~~li~;.:.'\~t~~w...\~;;, ~<\o".~i.~,..\:Jtt~J:r:i.::.:....',.,l:iii..';;;IfJ. ~lj~11~l~,(,t~~:...II'i.l~iJol\~,;,\jN~UUl4111...,,;-i~Qi~,i:,~i,J1L',,~;fJ~r:;;,,;,~;;.J'lji,. '_,,: ',-;
72 P.S. ~9116 (a) (1.1) (I) provided for the reducticn of the tax rate rmpooed on tho nol vnlu~ 01 trnrlufmu to or for the lIse of the
surviving spousa from 6% to 3% for dates of death on or after July 1, 1994 and befow .Ianunry 1, 11"'6,
72 P.S, ~9116 fa) (1,1) (ii) provided for the reduction of the rate Imposed on the net volua of trnru;for~ 10 or for the use of the surviving
spollse from 3% to 0% for dales of death on or after ,January 1, 1995. Tho sleluto rtQ.~1.D.QJ..Q!\.oIl1PJ a transfor to a sllrvlving r.pOCise
from tax, and the statutory ,equlrements for dlsclo~ure of assets and filing a lax r(llu;'n are stili applicablo even if th~ S~Jrvll'lng spouse
Is the only beneficiary.
FOR OATES OF DEATH ON OR AFTER JANUARY 1,1995. Plaese al1SWer the following question by placing an ",~" In the
epproprlate space.
Did the decedont craate a trust or similar arrangement which Is solely for the surviving apouse's benefit for his or her entire
lifetime? Yes .E;?L No 0
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time It will be fully taxable at the rate(s) applicable to the remainder beneflclary(ies), Enter the value of the trust on
Schedule J, Part II, In order to remove II from the calculation of the tax due in this estata, You may wish to file Schedule 0 In order to
meke the election avalleble under Section 9113, If the election Is made, the trllst or slmller arrangement Is taxed In the estate of the
first decedent spouse, the portion of the trust or similar errangement which benefits the survlvil1g spouse Is taxed at the zero tax rate,
and the remainder Is taxed at the rale(u) applicable to the remainder beneflclary(leS), If you choose to meke the election, you must
ettach Schedule D 10 a timely. filed tax return, along with Schedule(s) K and/or M in ordelto show the apportionment of the trusl or
simller arrangemant belween the surviVing spollse and tha remAinder beneficiary :,es)
BUR[AU OF INDIVIDUAL TAXES
INIIIHITANCI. ,^); OIVISIUN
IlIP1. ?80601
IlMIRIS8URG, I'A 11118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANC[ TAX
APP~AISEMENT, Al.LOWANCE OR UISALlOWANCE
OF DEDUCTIONS AND ASSESSMENT or TAX
~IV J~" H U" (Ol JII
!
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-22-2003
PARMER
08-17-1995
21 96-0808
CUMBERLAND
101
GAIL
^
AL.LEN SHAFFER
SHAFFER & ENGLE LW OFC
129 MARKET ST
MILLERSBURG PA 17061
r" . Amount Rom!".d 3
----~~-
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 ...
RE-v=i54-j-Ex--AFP--coi-=o3)--HoirIce--oF-I-NHER-ifANi:E-Tiix-A-PPRA-isEH-EHT~--A[l-oWAN-CE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PARMER GAIL A FILE NO. 21 96.0808 ACN 101 DATE 12-22-2003
'rAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
( 5)
(6)
(7)
,00
,00
,00
,00
,00
.00
.00
(8)
NOTE: To irlsure proper
credit to your account,
submit tho uppor portion
of this form with your
tax payment,
1. ROIl Estate (Schodulo A)
2.
3.
4,
5.
6.
7.
8.
Closely Held Stock/Partnership Interost (Schedulo C)
Mortgages/Notes Receivable (Schedulu D)
Cash/Bank Deposits/Misc. Personal Property (Schedulo E)
Jointly Owned Property (Schedule F)
Transfers (Schedulo G)
Tohl Assets
,00
APPROVED DEDUCTIONS AND EXEMPTIONS.
9. Funeral Expenses/Adm. Costs/Misc. Expensos (Sch~dula H)
10. Debts/MortgRge Liabilities/Liens (Schedul~ I)
11. Total Deductions
12. Net Value of Tax Rnturn
13. Charitable/Governmental BequestsJ Non-eloctod 9113 Trusts (Schedule J)
14, Not Valuo of Estato Subject to Tax
(9)
(10)_
.00
,00
(11)
(12)
( 13)
(l4)
OD
.00
,00
.00
If an assass.ent was issued previously. lines 14. 15 aad/or 16. 17, 18 end 19 will
reflect figures that include the total of 6hL returns assessed to date.
ASSESSMENT OF TAX.
15. Amount of Line 14
16. Amount .Jf Line 14
17. Amount of Line 14
18, Amount of Lino 14
19. Principal Tax Duo
NOTE.
at Spousal
taxable at
at Sibling
hxablo at
rato
(15)
(16)_
(17l
(18)
,00 X 00 . ,00
,00 X 06 . ,00
,00 X 00 ~ ,00
,00 X 15 . .00
(19)1ll .00
AMOUNT PAID
Lineal/Class A rato
rate
Collateral/Class A rato
~
DATE
REC-EIPT
NUM8ER.
lITstQ[Tfl'T"-TIT'--'
INTEREST/PEN PAID (.)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
-------
INTEREST AND PEN.
-_._..~..._--_.-..._..__. .'.,-
TOTAL DUE
,00
------_.~--- ..-
,0.0
---_._..-~~.__._----------
,00
,00
IF PAID AFTER DATE INDICATf.O, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL OUl: IS LESS THAN _I. NO PAYMENT IS REQlIIRtn.
IF TOTAL DUE IS Rf:FI.!;CnO AS A "cREOITH (CR) I YOU MAV Rl:: IHlI
A REruND. SFE REVI:RSE SIDE or TfllS FORM FOR IN9TRtJCTIO~S.)