HomeMy WebLinkAbout96-00902
11("'.l~OO (.. (111'&1
,,~:(~:~C\
-~ffI~
J r In'.. ,) . I.)
.-
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
; IDA DAIIS Of DIAIH A"IA 12/31/91 CHICK HIAI
; If A SPOUSAL ,
'I POVIAIY CAIDIIIS CLAIMID ,
fill NUMBIR
I :~ 1 ')Ii-1)91)2
,COUNTY CODE
11ltWIIlI ~ (0"'''1111 AO[llll'J\
1 40 Futuro 'nle",,' Compromit"
liar dolo, 01 deoth altor 12-12-821
Decedenl Oied Tostale ] 7. Decedent Maintoined (] Living T,us,
(Alloch copy 01 WillI IAllmh copy of Tru,')
_____._ _.__._....____.___n~__._~.__
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NA.' r O~PLIl( /olAltltlG ADOIll'J'J
Murrel R. Halters, I~.I_,_.l~~_q. 51, E. 11ain Sbpfllt. JJ
'"!PHON,NU.''' f1echanicsburr.;; 'PA '171)55'~
717) 697-4651) __..____._. uc..,,___._,..".__ccoc~,~.c_c ..u
....
"'z
Ww
"'0
"'z
00
u..
z
o
;::
:5
::>
...
ii:
c
u
w
"'
1. Real Estate (Schedule AI
2. Stocks and Bonds (Schedule 81
3. Closely Held Slock/Partnership Inlores' (Schedule q
4. Mortgages and Noles Receivoble (Schedule 01
5. Cosh, Bank Deposits & Miscellaneous Penonal Properly
(Sth.dul. E)
6. Jointly Owned Properly ISchedule F)
7. Transfers (Schedule G) (Schedule LJ
B. Tolol Gran Auets (tolollin", 1.7)
9. Funeral Expenses. Administrolive (0''', Miscellaneous
Expenses (Schedule HI
10. Debts. Mortgage liabilities, liens (Schedule II
11. Tolal Deductions IlolallinelQ & 10)
12. Net Value of estate (line 8 minus Uno 11)
13. Charitable and Governmental Bequos" (Schedule J)
Nel Value Subied 10 Tax (line 12 minus line 1 J)
Spousal Transfers liar doles of death after 6.30.941
See Instructions for Applicable PercenTage on Rovene
Side. (Include values from Schedule K or Schedule MI
Amount of line 1 A tOllable at 6% role
(Include values from Schedule K or Schedule M)
Amount of line I A tOllable at 15% role
(Include values from Schedule K or Schodule M.)
Principal tall due (Add tall from Lines IS, 16 and 17.)
Credits Spousal Poverty Credit Prior Payments
+
YEAR
NUM8ER
(OMMOr~wf "lltt 01 P!Nrl!lUVANIA
[)(PAIllMIHI 01 AI....IHUI
Ofpf ]1101)01
14AAI1I!lIlUIIG. p" 111180601
OICWIrH!lNAMIIIA\T IIR\! AtI[IMllJllIl IF'IIIAII
EAKIN, Truy D.
...
ffi \CXlAI !IleUlll' 'WMIIII Ill"'l (J' [)IA'" JOA" 01 h 11111
!:l .~2~...~!-015J 10/3 1/% 1 O!/.:' /61,
__~_ ~~'~'~~~:~i~';'~~'.~':" ."...".", ..", 1"'1(~'~~~~'~';~~11
~ KJ 1. Original Relurn ; 2 Supplemnntol Reluln
:.&:~cn
~g:~ [] A. limiTed EstoTe
~~9
~CD 06.
14.
IS.
16.
17.
z
0
;:: lB.
c
... 19.
:>
..
'"
0
u
>< 20.
c
...
n
61. Pe'leh-,
rlel.,,,i l],e.
Drive
1 7 :Uil
Ann
PA
(".."',
I A.""", """'" I'll ''''''U'1<"''''_
] 3 Remainder Relurn
(lor dales 01 doalh pliar To 12.13.821
j 5 Fnderol Eslale Tall ReTurn Required
_ a Tolol Number of Safe Deposit Bo.es
(11
(21
(31
(4)
(5)
t,)
~
..
I, ,81)0.1)0
i-'
,
o
(61
(71
191
7,J81.01)
J.I), 99<). JI,
1 B I
m4, Rnl).DIJ______
1101
lR,:JRO.J4
..n... .. ___~'_"_~_'^_____
-0-
Ill)
(121
1131
u__u___.___.__.~__
-1).-
IISI
..
=
1161
. 06 =
(171
. .IS =
(181
Discount
Inh!fc.,1
+
IIQ)
12D}
If Line 19 is greater than line 18, enler Ihe difference on Line 20. This is the OVERPAYMENT.
aD
.chock here If you aro requelling a refund of your overpayment.
If line 18 is grealer than Line 19, enler tho difference on line 21. This is the TAX DUE. (2l)
A. Enter the inler.s' on the balance due on line 21 A. (21 AI
B. Enler the talal of Line 21 and 21A on Line 218. This is the BALANCE DUE. (21B)
Mall. Ch.cle Payabl. 10: R..~I.t!' of ~iII,._ A~.,!'I! . '" _ _ ._m ~_._____
>- >- BE SURE TO ANSWER ALL QUESTIONS oi.iREVERSESiDE AND TO RECHECK MATH :.c::.c:-.---..-
~~der penalties 01 perjury. I declare Ihal I hove ellamined Ihis relur", including accompanying schedules and ,talemenh, and 10 the be~I of my ~no.....ledge and belief,
IllS true, correcl ond complelc. I declare thaI 011 real eS'olo has been repOllC"d 01 true mor~et valu!:! Declarotion 01 preporer other Ihnn Ihe penol"jollepresenTolivo is
based on all information of which preparer hOl any knowledge
:'G:r~Ut O""f{1~~t~~-'o~'m'''G'iIU'''-'i:;:;r'' A. Eakin ~~I;:~~~~~ ~~n i~~~~ D)_I;f, 9iH
......~u~~,....~'1..I" 7"""".'''' ."",,, . D.';" .
--IIt/i-;(/N · '-=-" . .. lIurrel It. Halters. HI. Esq. 17055'/ - :z i <,
~ 511 E. ~l.1in St., IIccl1.1nicsburp" PA
. .
IlvlJOln. (1111
~~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
..___nn_.__~'I~me Pri,,'. or Tyre
filE NUMBER
2196-0902
COMMONWfA.lIl1 or PrHNSl'lVAHIA
INIIUIIANCf fAX UIUIN
IUIDINI DICIDINI
EsrATE OF
Troy D. Eakin
...- .--_______.__._____...._..___...h_ __.._ ........__..._ _. _._,
IAIl p,op.,t., lolnll.,.own.d ~~!h. RIght 0' SU'V~~!.,~,!__~~u'~_~.~.~~~~~~.~~o~ ~~~~~~I.~~~!
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
._..___ _.__._ ___ .. .. _.n_ ... ._____.____.~..._ .___ _... .____..__
1.
2.
3.
1985 GMC pickup truck
3,200.00
mechanics tools
1,200.00
3 handguns
400.01)
TOTAL IAlso enler on line 5, Recapitulation) S
4,300.00
(AlIach additlonal 8~iH J( 11N '~'"'h If m011!t 'pnc" II nl!tl!tdl'd 1
11\1''''1'.1'''1
~ SCHEDULE H
~ FUNERAL EXPENSES,
COMMONW(AL!ItO' PENN'''VA,,'A ADMINISTRATIVE COSTS AND
"'~:~:::;':.~(ot,~'(W~'" MISCELLANEOUS EXPENSES Please Print or Tvpe
ESTATE'O:ro~:~'- Eaki~ ~____________~_____~_~__J:~U9M::~'902' ~___
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1.
2.
3.
--------_..__._._.._-_._.._~~-----------
Fun..al Expense..
Ewin~ Brothers Funeral Home - CarlisJ.e
minister and flowers
glass cremation urn
1.
B. Administrative Costs:
2.
3.
Penonol Representative Commissions
Social Socurity Numbor of Po..onol Ropro.onlativo: .
Year Commissions paid ._____
Allornoy Foo. Murrel R. lolalters, III
Family Exomption
Claimant _Ter.ry_A._EakilL_- Rolotion.hip _s.ur_viving_sD.oUSe
Addro" 01 Claimant at docodonl', doolh
51 root Addro" _61_te.Ac.hy_Ann._Px.ive
City _NJ:!ID'iJJ.e_.__.____Slalo _.PA_ Zip Co do 1724L-
4. Proboto Foo.
C. Mlscellaneaus Expens..:
1.
2.
3.
4.
5.
6.
7.
8.
2,994.00
107.00
180.00
renouncerl
551).1)0
3,500.00
50.00
- _...__._-------~-~~._-----_._------ ----------~~.._-_._.~_.~-----_.~---- --.----------
TOTAL (AI.o enlor on lino 9, Rocapitulotion)
(If more space Is n.eded, Ins..t addltlanal sheets 01 same sl...)
5
7,381.00
ll.~- I ~ SI - SJ
.) -- ,
BUREAU Of IHDIVIDUAL TAXES
lHtl[R1TAHC[ lAX DIVISION
DEP'. ZAGbDl
HARRISIURa. PA 111211-0&01
CDMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,*'
{:..
NDIICE Of INIIERlIAHCI TAX
APPAAISIMENI. ALLOWANCE DA DISALLDWAHCE
Of DEDUCTIONS AHD ASSESSMENI Of TAX
IIt-...,III" Ill.'"
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
111 Esa
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
06-16-97
EAKIN
10-31-96
21 96-0902
CUMBERLAND
101
TROY
D
PA 17055
F
Anount R."lttad
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PDRTION FOR YOUR RECORDS .....
ifEV:i5'4"i"EX-AFP-ni3:97Y-iicifiCE--OF-YtiHERii'ANCE-TAiniPPRAisEi1€iir;-Ai.LowANcE-oli-----------------
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF EAKIN TROY D FILE NO. 21 96-0902 ACN 101 DATE 06-16-97
TAX RETURH WAS' I X I ACCEPTED AS fILED
RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN
1. Aool Estata ISchodulo AI III
2. stocks and Bondi (Schedule 8) (2)
3. Closely Hald stock/Partnership Int.ra.t (Schedule Cl (3)
4. Martg.gas/Hota. Receivable (Schedule OJ (4)
S. Ca.h/Bank Oeposits/Hllc. Parlonal Property (Schedule EJ 151
6. Jointly DMnad Property (Schedule f) (6)
7. Transfars (Schedule G) (7)
8. Total Als.t.
I CHANGED
HOTE: To lnsure proper
credit to your account,
sUbnit the upper portion
af this forn with your
tax pay"ant.
.00
.00
.00
.00
4.BOO.00
.00
.00
18l
4.800.00
7. 381. 00
10.999.34
Illl
1121
1131
1141
APPROVED DEDUCTIDNS AND EXEMPTIDNS:
9. Funaral Expansas/Ad". Costs/Hisc. E~panses CSchedule H) (9)
10. Debts/Hortgag. Liabilities/Lians CSchedul. 1) (10)
11. Total Daductions
12. Hat Value of Tax Raturn
13. Charitabla/Gov.rnnental Bequest. ISchedule J)
14. Net Value of Estata Subject to Tex
lA.~An ~4
13.580.34-
.00
13.5BO.34-
will
If an assassmant was issued previOUSly, lines 14. 15 and/or 1&, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT DF TAX:
15. Anount of Lin. 14 at Spousal rat. C1S)
16. Anount of Line 14 texable at Lineal/Class A rat. (16)
17. Anount of Line 14 taxab1. at Collateral/Class 8 rat. (17)
18. Principal Tax Du.
NDTE:
.00
.00
.00
.00
.00 X .00=
.00 X .06=
.00 X .15=
IlBI
TAX CREDITS:
PAVMEHT
DATE
RECEIPT
NUMBER
DISCDUHT 1+ I
IHTEAEST/PEN PAID 1-)
AMOUNT PAID
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
. If PAID AfTER DATE INDICATED. SEE AEVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAH $1, NO PAVMEHT IS AEQUIRED.
If TOTAL DUE IS AEfLECTED AS A "CREOn" ICAI. VDU MAV BE DUE
A AEfUND. SEE AEVEASE SIDE Of THIS fOAM fOA INSTAUCTIDHS.I
.00
.00
.00
.00
l_' ,
'"
1. i.--:
'-'
RESERVAfION: E.tat.. of dacad.nt. dying on or b.fora Oaca.bar 12, 1982 -- If any future Intara.t In the e.tat. I. tran.f.rred
In Po.....lon or enJoy..nt to Cia.. B leollat.ral) b.naflelarle. of thl dlCld.nt aftlr the e.plratlon of any ..tate for
Ilf. or for y..r., the Co..onw..lth her.by ..pr...ly r...rv.. the right to .ppr.I.. and a..... tr.n.f.r Inh.rlt.nc. Ta...
at the lawful Cia.. B (coll.t.r.l) r.t. on any .uch future Int.r..t.
PURPOSE OF
HOTlCE:
To fulfill the r.qulre.ent. of Sletlon 2140 of the Inh.rlt.nca and E.tat. Ta. Act, Act 21 of 1995. (72 P.S.
Section 9IU).
PAYMEHT:
D.tach tha top portion of thl. Notice and .ub.lt with your pay..nt to the Rlgl.tlr of Will. prlnt.d on the revlr.. .Id..
"Mak. chuk or lon.y order p.yab1a to: REGISTER OF MILLS, AGENT
REFUND (CR):
A r.fund of a ta. credit, which wa. not r.qulltld on the la. R.turn. ..y b. requ..t.d by co.pletlng .n "Application
for Refund of p.nn.ylv.nla Inh.rltanc. and E.tat. la." CREV-llll). Appllcatlonl are avallabl. at the Offlc.
of the R.gl.t.r of Will., any of thl 25 R.vlnu. DI.trlct Offlc." or by calling the IP.cl.1 24-hour
anlwerlng ..rvlc. nu.blr. for for.. ord.rlng: In P.nnlylvanla 1-800-162-2050, outlld. Pennlylvanla and
within local Harrl.burg .r.a (717) 787-8094, fOO. (111) 77Z-ZZ52 (H'arlng I.p.lred Only).
OBJECTIONS:
Any party In Inter..t not .atl.fled with thl appr.I....nt, allowanc. or dls.llowanc. of d.ductlon., or a.I.I..ant
of talC IInc1udlng discount or Inte".tJ as .hown on this Notice .u.t obJ.ct within shty (60) day. of r.celpt of
this Notlc. by:
--written prot..t to the PA O.p.rt..nt of Revlnu., Board of ApPI.Is, Olpt. Z810ZI, H.rrl.burg, PA 17128-1021, OR
--allctlon to have the .attar dater.lnad at audit of the .ccount of the parsonal rapr..antatlva, OR
--app.al to the Orphan.' Court.
ADMIN
ISTRAJlVE
CORREClIONS: Factual .rror. dl.coverad on this .1.1..'ant .hould b. addr....d In writing to: PA D.part..nt of R'Vlnu.,
aur.au of Indlvldu.1 TalCe., AfTN: Po.t A.la'I..nt R.vllw Unit, C.pt. Z80601, Hnrrl.burg, PA 17128-0601
Phon. (711) 787-650S. 5.. page S of tha booklat "In.tructlan. for Inh.rlt.ncl falC R.turn' for a R..ld.nt
oacad.nt" (REV-ISOI) for an ..planatlon of adllnlstratlv.ly corr.ctabla .rror..
DISCOUNTs
If any t.. due 1. paid within three (l) calandar .onths .ft.r tha d'Cldant'. d..th, . flv. perc.nt (S~) dl.count of
the tax paid I. allow.d.
.
,
.
PENAL TV I
fhe 15~ ta. a~e.ty non-participation p.n.lty I. co.put.d on the total of thl t.. and Int.r..t a......d, and not
paid b.for. January 18, 1996, tha flr.t day .ft.r the and of the tax a~..ty p.rlod. Thl. non-participation
p.nalty I. app.alabl. In the .... .ann.r and In the the .a.. tl.. p.rlod a. you would app.al the talC and Int.r..t
that ha. b..n a......d a. Indlcat'd on thl. notlc..
INfEREST:
Int.r..t I. charg.d b.glnnlng with first day of d.lInqu.ncy, or nln. (91 .onlh. and on. 11) day fro. the date of
d..th, to the data of ply..nt. f.... which bace.. d.llnqu.nt b.for. January 1, 198Z b..r Int.r..t at the rat. of
.Ix (6~1 p.rc.nt p.r annu. calculat.d at a dally rat. of .00016~. All tax.. which b.ca.. d.llnqu.nt on and .ft.r
January 1, 1982 will b.er Int.r..t at a rat. which will vary fro. cal.ndar yaar to cal.ndar yaar with that rat.
announcad by the PA Dapart..nt of Rev.nu.. 'h. appllcabl. Int.r..t rat.. for 1982 through 1991 ar.:
'!.!.!! Inter..t Aat. Dally Inter..t Factor !!!r Inter..t A.t. Dally 'nhr..t Fflletor
191!1Z ZU .000548 1987 .~ .000247
1985 16~ .aOOU8 1988-1991 11:( .OOUOI
1984 U:C .000501 1992 .~ .aaDZ47
1985 U~ . aaDSS' 1995-1994 n .000192
1986 I'~ .OOOU" 1995-1997 .~ .000Z~7
--Intar..t Is calculat.d .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlca I..u.d .ft.r the tax baco... d.llnqu.nt will r.fl.ct an Int.r..t c.lculatlon to flfta.n (IS) d.y.
b.yond the data of the a.......nt. If pay..nt I. ..d. aft.r the Int.r..t co.putatlon data .hown on the
Hotlc., additional Int.r..t au.t be calculat.d.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ,. "R c> ..,( 0
Date of Death: (';('JIt('i\'
Will No.
L':/( K,,f/
Admin. No. 1'I?v (')"')9.J ')
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State whether administration of the estate is complete:
Yes 'X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal repFesentative file a final
account with the Court? Yes No X .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No ~
d. Copies of receiPtS1frel ses" joinders. and/
approvals of formal or informal account 7b~f" with the
Cerk of the Orphans' Court and may be . che 't is'epOrt.
y
q.14C, (If.. \.
Date:
Signature
IL( l/-;:?2 t[ ?
Name (Please type
,:ri( /.:' I1rl .'(;
Address
w/! LTl7ri:f{
or print)
,-'tc:~<./y 1/ ,.f (Crt.JtI(?<:;
(J" ( -( .:;J ~ ~ .
( "1 {l {; C/ 7 t( ,. $' U
Te 1. No.
(HAH:rmf/AH3)
Capacity: Personal Representative
~ Counsel for personal
representative