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COMMONWEALTH OF PENNSYlVANIA BUREAU OF INDIVIDUAL TAXES
DEPARTMENT OF REVENUE
Dear Register af Wills:
Enclosed yau will find: Ocheckls) Odocump~ts(s) which were received by the Department of Revenue in error,
These may be processed accarding to normal procedures.
REMINDER: The POST MARK DATE on envelope anached to any checks enclosed must appear Dn your
Official Receipt.
Thank yOU.
Sincerely,
John Murphy, Chief
Inheritance Tax Division
(717) 787.6201
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RENUNCIATION
In Re Estate of
Guuuar .I. Hood
deceased.
To Ihe Regisler of Wills of Cumber! and
Counly. Pennsylvania.
The undersigned
Hel a Hood mother
of
the above decedent. hereby renounce(s) the right 10 administer the eSlate and respectfully ask(s) Ihat Lellers
of Administration
be issued to Anne ~I. Cox
WITNESS
~~VY1(~ J Jo 0)
my hand Ihis 21 day of Oc/;o~r . 19~.
(Signalure) I I
,,-/, 13r;J'j.1pr>rl" kG
Sr...nf:n... HtArlo.., CA 13't55
(Addren)
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(Signature)
13/ VIA V,stA VERDE
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CERTIFICATION OF NOTICE UNDER RIlLP. 5. 6(.!ll
Name of Decedent:
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Date of Death:
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Will No. ~ I 'i C'- () ,) '( 2-
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to
the (ollowing beneficiaries o( the above-captioned estate on
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Address
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except )___,-.-.' u
Date: /I /1'" /1 (..,
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Signature
Name
Address
DOUGLAS, UUUliLA:i I{, DOUGLAS
P,O. BOX 261
CARLISLE, PA .7013
Telephone!117),J.y-', 17~()
Capacity:
Personal Representative
,/ Counsel for personal
representative
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
IN RE: ESTATE OF Gunnar J. I-Iood, DECEASED
NO. 21-96-0892
TO:
Helga Hood
1417 Bridgeport Road
Santa Maria, California 93455
Please take notice of the death of decedent and the grant of letters to the
personal representative named below. You may have a beneficial interest in
the estate under the Intestate Laws of the Commonwealth of Pennsylvania.
Name of decedent: Gunnar J. Hood
Last known address of decedent: 781 Hamilton Court, Carlisle, PA 17013
Date of Death: Oct. 9, 1996
Place of Death: Carlisle, Pa.
County of Grant of Original Letters Cumberland
Decedent died Intestate.
.
Name, address and phone number of all personal representatives:
Anne M. Cox, Administratrix
27 W. High St.
Carlisle, P A 17013
Name, address and phone number of counsel:
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa. 17013
Phone: 717-243-1790
Additional information may be obtained from the undersigned:
Douglas, .oou&!as
By
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa. 17013
717-243-1790
Dated: November 13,1996
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TCSI 001 CODE IHB ACCT 4310391921802377 CYCLE 19 AGENT 0218
( 12 MONTH HISTORY ).......................................................... .
.......................................................... .
SCREEN SELECTION ( A M N 4 ) => HOOD GUNNAR J
CURRENT (01) 03/19/97 (02) 02/19/97 (03) 01/21/97 (04) 12/19/96
PAYMENT 0 0 I 0 0 0
091696 .00 .00 I .00 .00 .00
MIN PYMT 99.00 695.00 I 596.00 497.00 398.00
PURCHASE 0 0 I 0 0 0
.00 .00 I .00 .00 .00
CASH ADV 0 0 I 0 0 0
070196 .00 .00 I .00 .00 .00
CREDITS 0 0 0 0 2
.00 .00 .00 .00 104.85
MISC CHG 0 0 0 0 0
.00 .00 .00 .00 .00
INS FEE .00 .00 .00 .00 .00
LATE CHG .00 .00 .00 .00 .00
OVRL FEE .00 .00 .00 .00 .00
PURC F/C .00 .00 .00 .00 .00
CASH F/C 92.79 .00 .00 .00 .00
LIMIT 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00
BALANCE 4,949.76 4,949.76 4,949.76 4,949.76 4,949.76
........ . .......................... . ............ . ............ . ............ .
........ . .......................... . ............ . ............ . ............ .
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
__ ___'__________ _ _;~u ,II', l\ \ \ ,",' _ _, _____ _ _,________,,_______ ,
boing duly , "",-' C) ~ f ) _ _ _, _h_h according 10 law, doposos and says Ih".l ", ho ,,',,:, _~J,'''-_u.i'\,C)......\j, ___
..-__ of tho e,tato of __ (.. ".: .\ (\ ~-1~~~~)
~~_:;-==-~~--C;'~-~\.;~,t;~'-C ,,__ ,_ n _, Cumborl.nd Counly, Po" decoasod and that the
'Ih' I . I d b \ \ . ,'- th 'd , \ I) ;,,\ )(
WI In san I"von ory ma 0 y .--.--- - -- -- .__ __ _ ._. ._'____1 e sal _
of the ontiro ostalo of said docodonl, consisting of all tho personal prop.r1y and roal ostato, ..cept roal estale outside
Iho Commonwoalth of Ponnsylvania, and thai tho liguros opposito oach 110m of tho Invontory roprosonllt's fair value
as of tho dolo of decodont's doalh.
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eucutor ~~~h~-~~!~r~~ .
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and subscribod bofore mo,
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NOTARIAL SEAL
JANET M.LAY NOTARY PUBLIC
fARlISlE BORD., CUMBERLANO COUNTY
,'.. """JISSION EXPIRES JUNE 26, 1999
O.le of Death ___~__
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INSTRUCTIONS
I. An inventory must be filed within threo monlhs after appoinlment of personal ropresontative.
2. A supplement Invenlory musl bo filed within thirly days of discovery of additional assets.
3. Additional sheets may be attached as to personally or really
4. See Article IV, Fiduciaries Acl of 1949.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONW,.lIHO' "NNSTlVANlA (TO BE FILED IN DUPLICATE
DEPARTMENT 01 R(VENUE
O[PI 180601 WITH REGISTER OF WILLS)
tiAUI~.BURG,_P_~ 11I~8~4?_~_1_. COUNTY CODE
D(C(DIN"!IE_~.Mt ItA:'1. 'IR~'. .um.M1CHHI...lrHll....1l __ _ .. . .. . Ot(fDl~ll~ (OMPlll( AnUM(!l!l _
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011. Original Rolurn [-j 2 Supplemental Relurn [] 3. Remainder Return
r (for dClles 01 death prior 1012.13.82)
o 4. limited Ellalo [] 40. Future Inlerell Compromise 0 5, federal Eslale TaK Relurn Required
(for dales of dealh alter 12.12.821
o 6. Decedenl Died Teslate [:l 7. Decedent Mainlained a living Trust
(AlIach copy of Will) (Allach copy 01 Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAME \ (OMPUTE MAIL!UG AOOR{!l!l
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REV.1500 Ex. (1'9'"
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1. Roel E,'el, IS,hod,lo AI
2. S'e,I, end Bend. (S,h,d,l, BI
3, Closely Held SIock/Parlnership Inleresl (Schedule q
4. Mortgages "Jnd Notes Receivable (Schedule 01
5, Cosh, Bank Deposits & Miscellaneous Personal Properly
(S,hod,lo EI
6. Jainlly Owned Property (Schedule F)
7. Tren,'... IS,hod,'o GIIS,hod,lo I)
8. Tolol Gron Anels 110101 Line, 1.7)
9. Funeral Expenses, Adminislrativo ':os", Miscellaneous
EKpensos (Schedule H)
10. Debls, Morlgage liabililies, liens (Schedule II
11. Total Deduction, (10101 lines 9 & 101
12. Net Value of Eslale (Line 8 minus line 11)
13. Charitable and Governmenlal Beques" (Schedule JI
14. Net Value Subject 10 TaK (line 12 minus Line 131
15. Spousal Tran,fers (far doles of dealh after 6.30.94)
See Inslructioh' for Ar,plicable Percentage on Revers"
Side. (Include \lalues rom Schedule K or Schedule M.)
16. Amount 0' line 14 tOAoble 01 6% rate
(Include \lolues From Schedule K or Schedule M.)
17. Amounl of linD 14 taKable at 15% role
(Include \lalue' from Schedule K or Schedule M.)
18. Principolta. due (Add 10. from Line, 15, 16 and 17.1
19. Credits Spousal PO\lerty Credit Prior Paymenh
+ -_.._--- +
FOR DATES OF DEATH AnEA 12/31191 CHECK HERE
IF A SPOUSAL
POV:.E~n CREDIT. .I.SCLAI~~CL._.__
FILE NUMBER
.:"" L
(1)
(21
(3)
(41
(5)
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YEAR
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(9)_tf7. 34-'1,
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NUMBER
_ B, T otol Number 01 Safe Deposil BolIO'
(8 I _
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(111 .~'-I-.?, ,~. )..)
(12) if 2 ,:r71 .'fC!
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(15) ....__..._._~____~______ x. __.=
x .06 =
,,) '5' 7 ~ . oQ
(171 .~~__...._____x .15 =
Discount
Inler.st
7 00
20.
If line 19 is grealer Ihan line 18, enler the difference or. line 20. Thi, is Ihe OVERPAYMENT.
aD
(18)
(19)
(201
121)
(21AI ... ~~
121B). ,;2. ':l I{ O. (ol)
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..0(..0(
Under penalties of perjury. I declare Iholl he...e uomined Ihis r.turn, including accompanying schedules and slolemen", and to the bell of my knowledge and belief,
il is Irue, correct and complele. I declare Ihol all real estate has been reporled 01 Irue marhl value. Declaration of preparef alher lhon the penonal reprOl.nlati\le i,
bosed on 011 information 0' which preparer has any knowledge.
~IGNAtURt Of PUSCN JlUPONSIBIL JQA filING 1l11U~ ADOIll~ OAn
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SIGNAlURf Of PR('U[R aIH!R 'HAU Il(PU$tNUtlV{ AODIU!I!I --
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Check here ilyou are requesting a rofund of your overpayment.
21. If line 18 i, grealer Ihan line 19, enter lhe difference on line 21. Thi, is the TAX DUE.
A. Enter the inleres' on the balance due on line 21 A.
B. Enler Ih. tolol of line 21 and 21A on line2lB. This is Ihe BALANCE DUE.
Make Ch.ek Payabl. 10: Register of Will., Agent
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ESTATE OF
ITEM
NUMBER
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COMMONWULtH Of 'lNNSYlVANIA
INHUIIANce tAX anUIN
IUSIDlNt DfCfDfNt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.as. Print or Typ.
I FILE NUMBER
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DESCRIPTION
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1.
I Fun.ral Exp.ns..,
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Admlnlstratlv. Costs:
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1.
Personal Representative Commissions
Social Security Number of Personal Repre,enlative:
Yeor Commissions paid
2.
COUGLAS, DOUGLAS & DOUGLAS
r,o. BOX 261
CARLISLE, PA 17013
Attorney Fees
3.
Family Exemption
Claimant
Addre.. of Claimant at decedent's death
Relationship
Street Addre..
City
Slole
Zip Code
Probate Fees
Miscellaneous Expons.s:
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TOTAL (Also enter on line 9, Recapilulation)
(If more spac. Is n..ded, Insert additional sh..ts of sam. sl...)
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AMOUNT
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Gunnur J. Hood Estnte
Schedule H conlinued
Penn dot, copy of nccident report
Smurt Corp.. copy of records
Cumberlnnd Vnlley Hose, copy of records
Conrnd Siegel, aClunrinl expert
Auto denIers, copy of records
Pn. Depl. of Trnnsportnlion
Prothonolnry. filing complninl
Cumberland Valley Court Reporters
Printed Imnge
CNA,workmens compensation lien
Airfnre tickels for Helga
Tolnt
"'denotes 20% allribuled to survival aClion
5.00
21.24
5.00
860.0{)
3.00'"
1.00'"
9.10'"
9.60'"
5.72
2,375.00
118.62'"
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Bureau of IodividuR1 Toxes
Inheritance Tax Division
Dept, 280601
Harrisburg, PA 17128-0601
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DOUGLAS, DOUGLAS & DOUGLAS
ATTORNEYS AT LAW
27 w_ HIOH STREET
P. O. DOl( 281
CARLISLE, PENNSYLVANIA
17013-02el
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INOIVIOUAL TAXES
INI'lIIIIAHe[ faX DIVISION
DIPT. 1801l0l
IlAAAIUUNC, Pi 11111-0601
NOTICE Of INItERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSNENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WILLIAM P
27 W IHGII
CARLI SLE
DOUGLAS ESQ
ST
02-16-98
11000
10-09-96
21 96-0892
CUMBERLAND
101
*'
11"1"'11 U.I....,I
GUNNAR
J
1___ A.!',oun\ R..I H.~=
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT 1I0USE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii"fli:gc'-i-ExuAFpuio'if:97riiii'''-icEuoF--fNHEiiiTANcE-T'Ax-jiPPR'A-isEif€ii'r-,--,H.i"oWAN-CE-oli-mmm----m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF 11000 GUNNAR J FILE NO, 21 96-0B92 ACN 101 DATE 02-16-98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense./Adn. Costl/HI.c. Expanse. (Schedule HJ
10. Debts/Harig.g. Liabilities/Llans (Schedule Il
11. Total Deductions
12. N.t Valu. of Tax R.turn
13. Charitable/Govern..nt.l Saqua.ts} Non-elected 9113 Trult. (Schedule J)
14. H.t Valu. of Eat.t. Subject to Tax
PA 17013
( I CItANGED
III
(21
131
141
(51
(61
(71
.00
.00
.00
.00
90.240.65
.00
.00
(81
NOTE: To Insure proper
credit to your account,
sub.it the upper portion
of this forn with your
tax pay..ant.
90,240.65
47.349 :>~
42.891.40
.00
42.891. 40
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date,
ASSESSMENT OF TAX:
15. Anou"t of Line 14 at Spousal ~.t. (15)
16. Anou"t of line 14 taxabl. at Lin..I/Clall A r.t. (16)
17. Anou"t of lina 14 taxable at Col1.t.r.l/Cl... 8 rat. (17)
18. Principal Tax Due
TAX RETURN WAS: (X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedul. A)
2. stocks and Bond. (Schedule 8)
3. Closely Hald stock/Partnership Int.r..t (Schedule C)
4. Hartg.gaI/Hot.. Racelvable (Schedule OJ
5. Cash/Bank Deposits/Hilc. Parlonal Property (Schedule E)
6. Jointly Owned Property (Schedule FJ
7. Tranlfar. (Schedule GJ
8. Total AI.at.
NOTE:
TAX CREDITS:
PAYNENT
DATE
10-30-97
11-13-97
RECEIPT
NUNBER
WRITE OFF
AA242457
DISCOlJHT l+ I
INTEREST/PEN PAID (,1
,00
6,52-
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-14-97
· If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
(91
1101
47,349,25
.00
.00
2,573,00
.00
2,573.48
2,573,48
,00
2.40
2.40
If TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED,
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR). YOU NAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS.)
(111
1121
1131
1141
.00 X .00=
42.891.40 X .06=
.00 X ,15=
1181
ANOUNT PAID
71.81
2,580,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
- '--
-..'"7'~ --
? r<T-.-
"
RESERYATION, E.t.t.. 0' d.cad.nt. dying on or ba'or. D.c.ab.r Il, 1911 .. I' any 'utur. Intar..t In the ..t.t. I. tran,'.rr.d
In po.....lon o~ .nJoy.ent to CI... I Icoll.t.r.lt b.n"lcl.rl.. 0' the d.c.dant a't.r the a.plr.tlon 0' any ..t.t. 'or
II'. or 'or y..r.. th. Co'.onNa.lth her.by a.pr"'ly r...rv.. t~ right to apprals. and a..... tran".r Inharltanc. T....
at tha I,w'ul Cia.. I Ccollat.r.l) r.t. on any such 'utur. Int.r..t.
PURPOSE Of
HOTlCEI
To 'ul'lll the r.qulr...nt. 0' S.ctlon ZI40 0' tha Inh.rltanc. and Elt.t. T.. Act, Act ZI 0' 1995. I1Z P.S.
Section 91"0).
PAyHtNTI
D.tach the top portion 0' thl. Notlc. and .ub.lt with your pay..nt to the R.gllt.r 0' WIll. prlnt.d on the r.v.r.. .Id..
--"ak. ch.ck or .on.y order p.y.bl. tOI REGISTER OF HILLS, AGENT
REFUND (CR) ~
A re'und 0' I t.1l credit, which wu not requll.t.d on the T.1l Rlturn, '.y b. requ..t.d by coaplatlng an "Application
'or R.,und 0' Pann,ylvanla Inh.rltanc. and E.t.ta Tall- IREV.IJIJ). Application. ar. av.llabl. at t~ O"lc.
0' the R.gl.t.r 0' Will., any 0' t~ ZJ R.v.nu. DI.trlct O"lc... or by c.lllng the .pecl.1 2~-hour
an.w.rlng ..rvlc. nuab.r. 'o~ 'or.. ord.rlngl In P.nn,ylvanl. l-aOO-J6Z.Z0S0. out.ld. Pann,ylvanla and
within loc.l H.r~I'burg .r.. (711) 117-1094, TDD. (711) 77Z-ZZSZ (H..rlng Tap.lr.d Only).
OBJECTIONS:
Any p.rty In Int.ra.t not ..tl.'I.d with the .ppr.I....nt, .llow.nc. or dl..llowanc. 0' d'ductlon., or ........nt
0' tall (Including dl,count or Int.r..t) a. .hown on thl. Notlc. lU.t obJ.ct within .Ixty (60) day. 0' rec.lpt of
thh Notlc. by:
ADttIH
ISTRAJIVE
CORRECTIONS:
-.wrltt.n prot..t to the PA Dep.rtaant 0' R.v.nuet Bo.rd 0' App.al., O.pt. lIIOZI, Harrl.burg, PA
--'I.ctlon to h.v. the ..tt.~ d.teraln.d at audit 0' the .CCOl.V\t 0' the p.rson.l reprellntatlv.,
--.pp..1 to the Orphan." Court.
11121-IOZI,
DR
DR
Factu.1 .rror. dl.covarad on thl. a.......nt .hould b. .ddre...d In writing to: PA D.part..nt 0' R.v.nu't
Bur.au of Indlvldu.1 T...., ATTHI Po.t A......ent R.vl.w Unit, D'Pt. Z10601, Harrl.burg, PA 11121-0601
Phone (711) 717-6S05. S.. pag. S 0' the bookl.t "In.tructlon. 'or Inh.~ltanc. Ta. R.turn 'or. R..ldant
D.cadant.. (REY-1S01) 'or an ..planatlon 0' ac.lnlltratlv.IY corr.ctable arror..
DISCOUNT I
If any ta. due I. paid within thra. (J) cal.ndar aonth. ,'t.r the d.c.d.nt'. d.ath, . 'Iv. p.rcent (SX) dl.count 0'
the tal( P.ld I. .llow.d.
PENALTY I
Th. ISX t.. .."..ty non-participation pen.lty I. co~t.d on the total 0' the t'l( and Int.r..t .......d. and not
paid b,'or. Janu.ry 18, 1996, the 'Ir.t day a't.r the and 0' the ta. .."..ty p.rlod. Thl. non. participation
p.nalty I. app..I.bl. In the .... .annar and In tha the .... tl.. p.rlod .. YOU would app..l the tal( and Int.r..t
that h.. b..n I......d a. Indlcat'd an thl. not Ie..
INTEREST I
Int.r..t I. Charged beginning with flr.t d.y of d.llnquency, or nln. (9) eanth. and on. CI) day fro. the datI 0'
de.th, to the data 0' payaent. T.... which beca.. d.llnquent b,'or. January I, 191Z b.ar Int.re.t at the rat. 0'
.1. (6XI p.rcent per annul c.lculat,d at a dally rate 0' .00016~. All t.... which b.c... dellnqu.nt on and .'t.r
J"~.ry 1. 198Z will b..r Int.r..t .t a r.te which will vary fro. calendar ya.r to calandar y..r with that rat.
announc.d by the PA D.part..nt of R.venue. Th. .ppllcabl. Inter..l rate. for 191Z through 1998 .r"
'!!!! Inter..t Rata D.lIy Inllrllt Fftctor !!!! Inllr..t Rat. U.lly Internt F.ctor
1982 lOl . ooas~a 1917 .~ .OOOZU
1985 I'~ .ooou. 1918-1991 II~ .000101
198" III .000101 199Z OX .000Z~7
19I5 U:C .000156 1991.199~ 1~ .000192
1986 In .OOOl7~ 1995-1998 .~ .oaozu
--Intanst h calcullt.d .. followll
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..ued ,'ter the t'll becu.e. d.llnquent will r,fl,ct an Int.ra.t calcul.tlon to ,Ift.an CIS) day.
b.yond the d.t. of the .......ant. I' payaant I. aade after the Int.r..t coaputatlon data .hown on the
NoUc., addltlon'lI Intarnt MI.t be ulcuJated.
j'C" , . I
.1 .. /.) __
BUREAU OF INDIVIDUAL
lI,tUITAHC[ IAlC DIVISION
DtPI. ZIO'OI
HARAISIURG. Pi 111ZI.0601
"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
)
TAKES
NOTICE OF INIIERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
Of DEDUCTIONS AND ASSISSHENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-16-98
1t00D
10-09-96
21 96-0892
CUMBERLAND
101
WILLIAM P
27 W HIGIt
CARLISLE
DOUGLAS ESQ
ST
PA 17013
r-
Allount A..1t t.d
, '
*'
'11.1"''''''1'''''1
GUNNAR
J
MAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iilfv:is'4TEx-"Fi>--io9-:97rilorIcr-o"uiHHERITANCE-TAx-jippiiXIseif€NT";-,ii.1."owANcE-OR--------------m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOOD GUNNAR J FILE NO, 21 96-0892 ACN 101 DATE 02-16-98
TAX RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto ISchodulo Al
2, Stocko and Bond. (Schodulo B)
3. Cloaaly Held stock/P.~tn.rshlp Int.r.st (Schedule Cl
4. Hortgoge./Noto. Rocelvoblo ISchedulo D)
5. Cash/Bank Deposits/Hilc. Parsonal Property (Schadule E)
6, Jointly Ownod Proporty ISchedul. F)
7. Transfar. (Schedule GJ
8. Totol Auoto
( ) CHANGED
11)
12)
13)
(4)
(5)
(6)
17)
.00
.00
,.00
.00
90,240.65
.00
.00
(8)
NOTE: To in sur. prop.r
credit to your account,
.u~lt the upper portion
of thl. forn with your
t-x pay"ant.
90,240.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans../Ada. COlt.'HIIC. Expans.. (Schedule H) (9)
10. Dobb/Hodgoge LioblUUu/Llono (Schedul. II 110) .00
11. Totol D.duction. Ill)
12. Hot Volu. of To. R.turn 112)
13, Ch..ltoblo/Govor"",.nt.l B.quuto; Non-.loct.d 9113 Trud. (Schedul. J) 113)
14, Not Volu. of E.t.t. Subjoct to T.. (14)
NOTE: If an assessment was issued previously, lines 14, 15 and,or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Lino 14 ot Spou..l r.to (15)
16, A.ount of Lln. 14 t..obl. .t Llnool/Clo.. A r.to (16)
17, A.aunt of Line 14 to.obl. .t Collotorol/Clo.. B rot. (17)
18, PrincipII T.. Du.
TAX CREDITS:
PAYHENT
DATE
10-30-97
11-13-97
RECEIPT
NUIIBER
WRITEOFF
AA242457
DISCOUNT (t)
INTEREST/PEN PAID (-J
.00
6.52-
BALANCE OF UNPAID INTEREST/PENALTV AS OF 11-14-97
47,349.25
,00 X ,DO.
42.891.40 X .06.
.00 X .15.
118)
AHOUNT PAID
71.81
2,580,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
47.349 ;;
42,891.40
.00
42.891.40
.00
2.573.00
.00
2.573.48
2.573,48
.00
2.40
2.40
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1. NO PAYHINT IS REQUIRED,
IF TOTAL DUE IS REFLECTEO AS A -CREDIT- (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
15,i?7 - /J..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
BUREAU OF IHOIVIDUAL TAXES
IHttEAITAHC[ TAlC DIVISION
DEPl. zaD60l
HARRISIURG, PA l11ll.0601
WILLIAM P
27 W HIGH
CARLISLE
DOUGLAS ESQ
ST
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-20-98
HOOD
10-09-96
21 96-0892
CUMBERLAND
101
A.aunt R..ltted
PA 17013
(.:...
'*
"'.IIIP II .,tl....,.
GUNNAR
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To tnsur. proper credit to your account, sub.it the upper portion of this for. Mlth your tax pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-iv:iE;0-j-Ei[-AFP--foJi:97i-------..ii-iNifERiirANC-i-YAi[-STiifEHifNY-jjF-A"c:couiif--.-..---------------------
ESTATE OF HOOD GUNNAR J FILE NO.21 96-0B92 ACN 101 DATE 04-20-9B
THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IH THE HAHEO ESTATE. SHOWH BELOW
IS A SUHHARY OF THE PRIHCIPAL TAX DUE, APPLICATIOH OF ALL PAYHEHTS, THE CURREHT BALANCE. AHD. IF APPLICABLE.
A PROJECTED INTEREST FIGURE,
DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT, 02-09-98
PRINCIPAL TAX DUE, 2.573.48
PAYMENTS (TAX CREDITS),
PAVMENT
DATE
10-30-97
11-13-97
02-17-98
RECEIPT
NUMBER
WRITEOFF
AA242457
AA269781
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
6,52-
2.40-
AMDUNT PAID
71.81
2,580.00
~
~:;-
(r
c'
"
,
L-
~'s.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATIDH OF ADDITIOHAL IHTEREST.
( IF TOTAL DUE IS LESS THAH tl,
HO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIOHS, I
~
~
:c
~"
-..\
:o~
(')0
(1.'.9:
~~ n
:-;', .:
c
-.:I
\.oJ
j:;.
....J
~\
iilg.
2.573,48
.00
,00
.00
J