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Home My WebLink About96-00929 ~ -. ... ~. ."'..201....1 146945 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUti OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . DNO.AA RECEIVEO FROM: i ACN ASSESSMENT I':' CONTROL ~ NUMBER AMOUNT DOROTHY W GAULT 161 .'7',160.00 1518 CHATHAM ROAD CAMP HILL, PA 17011 ESTATE INfORMATION: 1:1 filE NUMBER 5i 21-1996-0929 1:'1 NAME Of DECEDENT (LAST] ~ GAULT JR EDWIN R ~ DATE Of PAYMENT Iii 11/15/96 EI POSTMARK OATE COUNTY SSN 204-01-2059 IfIRST) (Mil CUMBERLAND DATE Of DEATH 08/16/96 REMARKS DOROTHY W GAULT m TOTAL AMOUNT PAID $7,100.00 VZ REGISTER OF WillS . ,;j ft. RECEIVEO BY' I,. / . . : d' . SIGNATUR1 / MARY C. LEW I S 'd.d REGISTER OF WILLS " I .I ~';. 1/ SEAL CHECK II 794 . i ),/ - ( _.- ~~-_._-.'-;-'. , _..~. ,--v.. .' .. i !. ,- , . ~-_I -~ , -:.:-._--.....~...~JdIl _ - r 1:. COMMOUWEAltH Of PENNSYlVANIA otPArHMttH OF nEVENUE OUREAU DF INDIVIDUAL TAXES D[P1280601 IlAHRlSOURG, PA 17120.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT W~' :-. . . . NO. AA211301 Ilr.V.tl02l"Jl: 111.961 RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT LEDERE.H SUSAN E 134 SIPE AVENUE 101 $9,C.(1~.~: HUMMELSTOWN, PA 17036 FOl 0 HUll fOlD HERE .. ESTATE INFORMATION: , . FilE NUMBER r-. ~1-1.Qq;.,-()92Q CSN 2F1()R"TIO I 2(\57 NAME'OI' o(t;~onlT ILASn -T S 'Mil MTEBffildNprn+tN-R J R rosTMMdtu'97 cOiJNr1HQ;)-IOO TOTAL AMOUNT PAlO 'f,9.64Q.92 MTE~1~~Rl:AND MARV C. LEIIVIS, Regllfter of Wills REMA RECEIVED BY DOROTHY W GAULT I1ARY C. Lnll S REGISTER OF WILLS SEAICHECKII 81'~ ~ :,; 1 L!', )~ .~_._'.;......U'~...r.....:..: .~.;..:..' _:a._.....~.......-'4. ----.-..-- '"---~--~--_. ---.. --~-~- --- .--.---------. -------,-_.--:--._~--- I 1," . ~,'" -_I -r""""""- , ----..---... -..--:" ..)f. _ ..F"rr~ .,:. CAB H P L E P 0 C R C K 0 K P S Ie - 1110 -,~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS REV. 1500 EX .(7-94) co"~mIMh!\\tl PtM'ilW"IA "'RRISR5~t.iJMh....." D E C E o E N T crCEDENT '5 NAME. IlAST, FinS'. AND MIDDLE INITIAL) Gllult Jr. Edwin R. SOCIAL SECURITY NUMorR 20/,-01-2059 OAf[ Of DEAftt 08/16/1996 DAlE Of Olnllt 0',/0,,/1919 IIF ArrllCAUl[lSUnVIVING SPOUSE'S "'AIr,lE IlA!tf,rm!if AND MIDDLE INITIAL} Gllult, lJoroth II. X 1. Onginal Relurn 4. Umttod Estale FOR OAfES OF DEATH AFlEA 12111191 CHECK HERE IF A SPOUSAL pov -AlYCA ITISC AIM FILE NUMBER COUNlYCOOE. orCEOENT'SCOUPlETE. ADDRESS 1518 Chllthllm ROlld Gllmp 11111, I'A 17011 Counlr Cumbllrlllnd ~iOCIAl srcumlY NUMOER 191 -18- 3586 2. Supplomental Rolurn 4.. Futuro Inlofosl Compromlso (for d.l1os of dO.llh .lltor 12-12-821 [R] 6. Docodent Dlod TOSt.llo [R] 7. Decodent M,llnl.llnod .1 livIng Trust (Attach co of Willi (AIl.1ch ,1 co of f,u!)l) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: R E C A P I T U L A T I o N T A X C o M P U T A T I o N SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN , I (' .-..' /,"Ir C P o 0 "'''E R N R D Suslln E. Lederer Es . ~ ~ fElEPHONE NUUBER - T 717 533-3280 1. Real Estate (Schedule Al 2. Stocks and Bonds (Schedule BI 3. Closely Held Slock/Pannership Interest (Sched"le C) 4. Mongages and Noles Receiyable (Schedule OJ 5. Cash, Bank Depos~s & Miscellaneous Personal Property (Sch 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule GJ (Schedule Ll 8. Total Gross Assets !total Lines 1-7) 9. Funeral Expenses. Administrative Costs. Miscellaneous Expenses (Schedule H) 10. Debts, Mongage liabilities, Liens (Schedule II 11. Total Deductions (Iotal Lines 9 & 10) 12. Net Value of Estate (line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Transfers liar dates of death alte, 6-30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable at 6'/, rate (Include values from Schedule K or Schedule M.l 17. Amount of Line 14 taxable at 15'/, ralo (Include valuos from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Line 15, 16 and 17.) 19.Credits/Sp Poverty Prior Paymenls Discount 0.00+ 7,100.00 + 373.68 20. II Line 19 is greater than Lino 18. enter the difference on Line 20. This is Ihe OVERPAYMENT. ~ 0 ICheck her. If you are requesllng a refund 01 your overpayment.1 21. II Line 18 is greater than Line 19, enler Ihe difference on Line 21. ThIS is the TAX DUE. A. Enter the interest on the balance due on Line 21A. B. Enter lhe lotal of Line 21 and 21A on Line 21B This j, Ihe lIALANCE DUE. Make Check Pa able 10: Re Ister of Will.. A enl ~ ~ BE SURE TO ANSWER ALL flUES-i,ONS ON PAGE 2 AND TO RECHECK MATH .. .. Under penAltIes 01 perJUry. I declare thai I have eumlned Ihlsrelurn, 1n.;ludlt~j t1..~".I'lloln)'..;g schedules and slalements.and 10 the besl 01 my knOWledge and bellel. It Is IrlHt. correct and complete. I dedare thatal! real e51ale has been reported atlt'~ t',:rt.:!: '.IIie. Declaralion 01 preparer other than the personal represenl.!lve Is bas~ onal1 lnlorma!lon 01 which prep.llrer has any knowledge. I '0:- ,<-h--,,---...~ "-- j..J_.,..~ ~ ~.. Copyrlghl (c) 199410tmsoftware only CPSY5tems,lnc. [K] 5. I 8. COUPlEfE UAIUNG ADDRESS Jllmes, Smith [" Durkin 13/, S I pc Avenue Hummolstown PA 17036 None None None None None None 660,337.21 1 (2) (3) (4) E) (5) (6) (7) (9) 11,17/,.77 (10) None (15) 21-96- 929 YEAR NUUBER AUOUN' RECEIVEO(SEE INSfRUCflONSJ 8/,0,670.67 Remainder Return (lor dales of dealh pliO I to 12-13-82) Fedoral Eslate Tax Relurn Required Total Number of Sale Doposlt Bo.es (8) 660,337.21 (11) (12) (13) (14) 11,17/,.77 6/,9,162.1,/, 6119,162.1,4 363,769.18 X Or., 0.00 (16) 285,393.26 X06' 17,123.60 (17) Intorest X .15' 0.00 Dorothy II. Gault 1518 Chatham Road earn" Hi i i -: - pi,- - - i ](ji i- - - - - - - - - - - - -.. - - -. - - - - - -. -- James, Smith [" Durkin ! )!~ _ S.l p.<: _ !'_":<:~~_<: _ _ _ . . . . . .. . .. .. _ _ _ _ .. _ _ _ . _ . .. _ . . _ _ Hummelstown, PA 17036 (18) 17,123.60 (19) (20) 7,1,73.68 0.00 (21) (21A) (21B) 9,649.92 0.00 9,6119_92 DATE Ern -ct'-, DATE S-/)-'(-( Form 1500 (Rev. 7-94) co , ~ I: ~ -, C .fl N r,. ... ~. '- $ " r- 0- 11'.1.: p, '" :J c:c: Uti Estllto of: ~:dwln R. Cault Jr. Soc Soc II: 20/,.01.2059 Dato of DOllth: 08/16/1996 Continuation of Schodulo C (Transfors) Itom Doscrlptlon of Proporty Exclusion Total Valuo Decds Dollar Val of II of Asset 7. Int Decds Intorost valuo roportod per 7/31/96 book value 8 236 shsros Boll Atlantic, 13,909.25 100.007. 13,909.25 CUSIP #077853109 - traded on tho NYSE, common; held by the Edwin R. Cault, Jr. Living Trust, dated 7/27(94 9 100 shares Boeing Company, 9,168.75 50.007. 4,584.38 CUSIP #097023105 - traded on the NYSE, common; held by the Edwin R. Cault, Jr. Living Trust, dated 7/27/94 and the Dorothy W. Cault Living Trust, dated 7/27/94, as tenants In common; 1/2 value reported 10 100 shares Boeing Company, 28.00 50.007. 14.00 CUSIP #097023105 . 1/2 accrued dividend 11 100 shares Browning-Ferris 2,518.75 100.007. 2,518.75 Ind Inc, CUSIP #115885105 - traded on the NYSE, common; held by the Edwin R. Cault, Jr. Living Trust, dated 7(27/94 12 964.192 Delaware Croup 19,775.58 100.007. 19,775.58 account no. 5023325312 13 5 shares Ceneral Motors 295.00 100.007. 295.00 Corp CI H, CUSIP #370442501 - traded on the NYSE, common; held by the Edwin R. Cault, Jr. Living Trust, dated 7/27/94 14 5 shares Ceneral Motors 1.20 100.007. 1.20 Corp CI H, CUSIP #370442501 - accrued dividends Estato of: Edwin R. Gault Jr. Soc Sec II: 20/.-01.2059 Dato of Death: 08(16/1996 Continuation of Schedule C (Transfors) Itom Doscrlptlon of Proporty Exclusion Total Value Docds Dollar Val of II of Assot 7. Int Decds Interest 15 House & lot loceted at 1518 106,500.00 50.007. 53,250.00 Chatham Road, Camp Hill, Lower Allon Township, Cumberland County, PA; hold by tho Edwin R. Gault, Jr. Living Trust, dated 7/27/94 and the Dorothy W. Gault Living Trust, dat - por 10/7/96 appraisal 16 1,959.891 Janus Funds 50,134.01 50.007. 25,067.01 account no. 201820018-8; held by the Edwin R. Gault, Jr. Living Trust, dated 7/27/94 and the Dorothy W. Gault Living Trust, dated 7/27/94, as tenants In common - 1/2 value per Janus Fund records 17 714.924 Kemper Funds Tech-A 8,479.00 100.007. 8,479.00 account no. 01-89538353-4 18 1,514.076 Lord Abbett & 18,411.16 100.007. 18,411.16 Co., Affiliated Fund Class A, account no. 4000907248 19 Lot located at Lot no. 753, 11,388.35 50.007. 5,694.18 Lake Meade Subdivision, Reading Township, Adams County, PA; held by the Edwin R. Gault, Jr. Living Trust, dated 7(27/94 and the Dorothy W. Gault Living Trust, dated 7(27/94 - per Adams County tax assessment: Assessed value $4,765 Common level ratio x2.39 20 800 shares Melville 34,900.00 100.007. 34,900.00 Corporation, CUSIP Estato of: Edwin R. Gault Jr. Soc Sec 1/: 20/.- 01- 2059 Dato of Death: 08/16/1996 Continuation of Schodulo G (TranHferH) Item Description of Proporty ~;xcluH Ion Total Value Docds Dollar Val of 1/ or ASHot 7. lnt Docds lntorost 1/585745102 - traded on the NYSE, common; held by tho Edwin R. Gault, Jr. Living Trust, dated 7/27/94 21 900 shares Merck & Co Inc, 62,212.50 100.007. 62,212.50 CUSIP 1/589331107 - traded on tho NYSE, common; held by the Edwin R. Gault, Jr. Living Trust dated 7/27/94 22 100 shares Norfolk Southern 8,450.00 100.007. 8,450.00 Corp, CUSIP 1/655844108 - traded on the NYSE, common; held by the Edwin R. Gault, Jr. Living Trust datod 7/27/94 23 100 shares Norfolk Southern 56.00 100.007. 56.00 Corp, CUSIP 1/655844108 accrued dividend 24 150 shares Paine Webber 3,337.50 50.007. 1,668.75 Group Inc, CUSIP 1/695629105 . traded on the NYSE, common; held by the Edwin R. Gault, Jr. Living Trust, dated 7/27/94 and the Dorothy W. Gsu1t Living Trust, dated 7/27/94, as tenants In common; 1(2 value reported 25 200 shares Pfizer Inc, 1/.,625.00 100.007. 14,625.00 CUSIP 1/717081103 - traded on NYSE, common, held by the Edwin R. Gault, Jr. Living Trust, dated 7/27/94 26 200 shares Pfizer Inc, 60.00 100.007. 60.00 CUSIP #717081103 . accrued Estato of: Edwin R. Gault Jr. Soc Soc II: 201, - 01- 2059 Dato of Doath: 08/16/1996 Gontlnuatlon of Schodulo G (Transfors) Itom Doscrlption of Proporty Exclusion Total Valuo Docds Dollar Val of II of Assot 7- Int Docds Intorost dividond 27 2,752 sharos Philip Morris 21,6,301,.00 50.00r. 123,152.00 Companios Inc, CUSIP #718154107 - tradod on tho NYSE, common; hold by tho Edwin R. Gault, Jr. Living Trust, datod 7/27/94 and the Dorothy W. Gault Living Trust, dated 7/27/94, as tenants in common; 1/2 value reported 28 404 PNG Bank Corporation, 12,751. 25 100.007- 12.751. 25 CUSIP #693475105 - traded on the NYSE, commonj held by the Edwin R. Gault, Jr. Living Trust dated 7/27/94 29 PNC Bank - certificate of 5,001. 24 50.007- 2,500.62 deposit no. 21001027242; held by the Edwin R. Galut, Jr. Living Trust, dated 7/27/94 & the Dorothy W. Gault Living Trust, dated 7/27/94, as tenants in common; 1/2 value reported 30 PNC Bank - certificate of 5,001.24 50.007- 2,500.62 deposit no. 21001027243j held by the Edwin R. Galut, Jr. Living Trust, dated 7/21/94 & the Dorothy W. Gault Living Trust, dated 7/27/94, as tenants in common; 1/2 value reported 31 PNC Bank - checking account 11,908.80 50.007- 5,954.40 no. 5140022802; held by the Edwin R. Galut, Jr. Living Trust, dated 7/27/94 & the Dorothy W. Gault Living Trust, dated 7/27(94, as tenants in commonj 1/2 , t:stuto of: t:dwln R. Gllult Jr. Soc Soc 0: 20~.01-2059 Dllto of DOllth: 08/16/1996 Contlnulltlon of Schodulo G ('l'rllnsfors) Itom Doscrlptlon of Property II t:xcluslon 'l'otul Vllluo of Assot Docds 7. Int Dollllr VIII of Docds lntorost vuluo roportod 32 PNC Bunk . checking uccount no. 5140222062; held by the Edwin R. Gulut, Jr. Living Trust, duted 7/27/94 & the Dorothy W. Guult Living Trust, dated 7/27/9~, as tenants in common; 1/2 vulue roported 32,396.22 50.007. 16,198.11 33 100 sharos Rito Aid Corp, CUSIP #767754IO~ - traded on NYSE, common, held by the Edwin R. Gault, Jr. Living Trust, duted 7/27/94 3,350.00 100.007. 3,350.00 34 200 shares SmithK1ino Beecham p1c, CUSIP 0832378301 - tradod on the NYSE, common; held by the Edwin R. Gault, Jr. Living Trust, dated 7/27/94 11,375.00 100.00r. 11,375.00 35 200 shares SmithKline Beecham p1c, CUSIP 0832378301 . accrued dividend 63.70 100.00r. 63.70 36 151 shares TransAmerica Corporation, CUSIP #893485102 - traded on the NYSE, common; held by the Edwin R. Gault, Jr. Living Trust, dated 7/27(9~ and the Dorothy W. Gault Living Trust, dated 7(27/9~, as tenants in common; 1/2 value reported 10,579.~4 50.00r. 5,289.72 37 1,386.98 VanGuard/Wollington Fund account no. 9892653970; 35,~92.82 50.00r. 17,7/,6.1,1 , , AEV. 1511 EX . (7.88) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES . Pi.... P,lnt a' T . FILE NUMBER ?1-96-929 cO~~\l\lfi,\~~~JVhYAHIA ESTATE OF Edwin R. ITEM NUMBER A. Gault Jr. SS 20/,-01-2059 08 16 1996 DESCRIPTION AMOUNT 1 Fun,,"1 E.p.n.... Grace Evangelical Lutheran Church 56.77 reception 2 Grace Evangelical Lutheran Church reception committee 25.00 3 Parthemore Funeral Home, Inc. 7,7/.3.00 I, Rolling Green Cemetery - tent 65.00 Total of Continuation Schedule(s) 50.00 B. Admlnlllllll.. Caito: 1. Personal Representative Commissions Social Security Number of Personal Representative; Year Commissions paid 2- Attorney Fees James, Smith & Durkin 3,000.00 3. Family Exemplion 0.00 Claimanl Relationship Address of Claimant at decedent's death Slreel Address City State Zip Code 4. Probate FeBs C. Mllelllln.oul E.p.nIOO: 1 Mark Heckman, Appraiser - appraisal fee 235.00 TOTAL (Also enlor on line 9. Reeapdulalion) (If mar. IPle. II noodod,lnlOrllddlllonll shooll olumo Ilzo.) Copyright (c) 1994 'arm soltw"e anty CPSystlms.lnc. S 11,174.77 Form 1500 Schedule H (Rev. 1-!!) AEV. tit) EX. (l.l7) cOMrN'lill~{\'~~~/hY'NIA ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 21-9&-929 EdwIn R. ITEM NUMBER GClult Jr. 551 20/,-01-2059 08 16 199& RELA T10N~HIP AMOUNT OR SHARE OF ESTATE NAME AND AODRESS OF BENEFICIARY 1 A. Taxablo Boquesls, Edln R. GClult, Jr. LIving Trust, datod 7/27/9/, G/o Dorothy W. Gault, Trusteo 1518 Chatham Road GClmp Hill, PA 17011 1007. Trust ITEM NUMBER NAME AND AODRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests; TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also onlor on lino 13. Roca ~ulalion) (If more space is needed. insert additional sheets of same size.) Copyright {cI1994 form IOflwa,. only CPS)'slems.lrc. s Form 1500 Schedule J (Rev. 2.87) 0.00 R[Y.1UlJ[)(.(IU9S) COUIr,lONWEAllll or rlNNSYlYANIA IN.~ERIfANCE TAX RETUnH SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE RESIOENf OECEO[Nf ESTATE OF Fill Numbor Edwin R. Gllult Jr. SSII ~OI,.OI'~()'J9 08/16/19% ~1-96-n9 PART A: Enter Ihe description and value 01 alllnleresls. both 1;lllilblo ,1nd non.l.lll,lble. regardless 01 local Ion .1nd not 01 doductlons. which ass 10 the docedent's SUrVIYln S ouso b Will. Inlost,1I:: ,0 or.ll1on oll.lW. or otherWIse Desc,. IlOn 01 Items Schodule G, Items 1.]8 Lutheran IIrotherhood . II fo Insurllnco policy no. 00769]1, MetU Ce - II Ce Insuranco policy no 10]2532 MetLICe - liCe Insurance policy no. 872729~A Northwostern Mutual Lifo Insuranco Co. - llfo Insuranco policy no. ~ ]]6 90] lIemN I 2 ] I, 5 Amount 660,]]7.21 21 ,221. 03 5,000.00 3,151./,1 162,136.02 Loss schodulo H doductlons (11,175.00) Part A Total: Enter the total here and in the spouse's ~Amount Received~ block on Page 1 8/.0 I 670.67 Election To Subject Property To Tax Under Section 2113(A) As A Taxable Transfer By This Decedent. If a trust or similar arrangement meets the requirement of Section 2113(A). and: .. The trust or similar arrangement is listed on Schedule O. and b. The value of the trust or similar arrangement is entered in whole or part as an asset on Schedule O. then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the eleclion to have such trust or similar property treated as a taxable transfer in this eslate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O. the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value 01 the trust or similar arrangement. ELECTION:Do you elect under SecUon 2113(A) 10 Ireal .s ,'.xable'r.nsler In this est.te .11 or . portion ol.lrusl or similar ...;;;g;,;;;;;i- cre,'ed lor Ihe sole use ollhls decedent's surviving spouse during the surviving spouse's enUrollleUme? YES IRJ NO 0 Slgn.ture i\_ .','/ 1/ u ,/ ,/,'., '7 D.te ',-/1 ') r):; Note: It the election a illS to more than one trust or similar arran ment, then a se arate co of Schedule 0 must be sl "ed and filed. / Part B: Enter the description and value of all interests. both taxabl& and non-taxable. regardless of location and net of doductions. which pass to the decedent's survivin spouse for which a Section 21 13(A) election is be in made. Description of items MotLlfo - Ilfo insurance Northwostorn Mutual LICo policy no. ~ ]36 903 Schodulo G, Itoms 1-3, 5, 7-9, 11,12, 16-18, 20-22, 24, 25, 27, 28, ]3, 3~, 36 & 38 Schodulo G, itom 32 (partial) lIemN 1 2 Amount policy no. 872729~A Insuranco Go. - 1(2 3,151.1.1 life Insuranco 3 81,068.01 555,636.72 /, 2,567.86 (Loss oxompt Ilfo Insurance proceods Sched. 0, A, 1&2) (81. ,219.1.2) 558,201, .58 Part B Total (see instructions) Form 1500 Schedule 0 (Re'J. e.gs) Copyflghl (e) 1995lorm software onlyCPSyslems.lnc. Ie, 1/ II i)'- ~) ! i L - '. COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU Of INDIVIDUAL TAXES lHlIlNIUIoICI I". DivisioN DIP'. ~lIOhOl IIAMNI'.iIUNG. JlA III:e'ObOI NOTICE Of INIIERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT Of fAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 11-03-97 GAULT 08-16-96 21 96-0929 CUHBERLAND 101 HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV= i5"T EX-AFpuiiiF97Y"NOifcEnOF-YNHEiifi'ANCE-YJix-iiPPRiifs EHENT";-AL.rOw;.iicE-iili----u-m---uu DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX EDWIN R FILE NO. 21 96-0929 ACN 101 SUSAN E LEDERER JAHES ET AL 134 SIPE AVE HUMHELSTDWN ESQ PA 17036 ESTATE OF GAULT TAX RETURN WAS: I ) ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule AJ 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Horts.ges/Hota. Receivable (Schedule OJ 5. Cash/Bank Deposits/Nlsc. Parsonal Property (Schedule EJ 6. Jointly Owned Property (Schedule fJ 7. Transfers (Schedule G) 8. Total Alsats 1- AnDu"t Rani H.d I X) CNANGED SEE 11) (2) (3) 14) IS) (6) (7) .00 .00 .00 .00 .00 .00 660.337.21 EBI APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expanses/Ad". Costs/Hlsc. Expanses (Schedule HI 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govarnnantal Bequasts; Non..lected q1l3 Trusts (Schedul. JJ 14. Net Va1u. of Estata Subjact to Tax If an assessment was issued previOUSlY, lines 14, lS and/or 1&, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Anount of Lina 14 1&. Anount of Line 14 17. Anount of Line 14 18. Principal Tax Due NOTE: at Spousal rate taxable at Lineal/Class A rat. taxable at Collateral/Class 8 rate TAX CREDITS: PAYMENT DATE 11-15-96 05-14-97 RECEIPT NUMBER AA146945 AA211301 DISCOUNT I') INTEREST/PEN PAID 1-) 373.68 .00 11,174.77 .00 Ill) 1l2l 113) 114) 19) 110) I1S) 110) 117) 212.811.32 X .00: 285.393.26 X .06: .00 X .15: 118) (, ~~~~. ~ ~rrJ.:~ :~, ~!..\..._ .t: AHOUNT PAID 7.100.00 9.649.92 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE II. .~.I II '1' II' "I EDWlU R j DATE ATTACHED 11-03-97 NOTICE HOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 660.337.21 11.174 77 649.162.44 .00 649.162.44 .00 17.123.60 .00 17.123.60 17.123.60 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. If TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fORH fOR INSTRUCTIONS.) " HLV.1AiOl)l, (~'~i PROOA IE 10120191 ,f~~ INHERITANCE TAX EXPLANATION ~J.~.:o>> OF CHANGES co~""nf.j\"".AllIl or 1'1 tltlSYI VMll.A r>r1'.AH'MI tll 01 III VI NUl nURUUor INDIVIDUAL TAXU lJIl'l :l\I.Y,() I HAllIlL'llllllll. I'A 1:1;'AOh/)1 l:l NAME Edwin Gault rtL~ 2196-0929 ACN 101 SCHEOULE ITEM EXPlANA liON OF CHANGES NO. The amount on line 15 does not Include assets passing to a trust or similar arrangement for which a Section 2113 election has not been made (72 P. S. 9113). The reported values of the excluded assets have not been verified by the Department of Revenue. TAX EXAMINER Bill Lyons PAGE 1 ROW Copy .' P\JIPOS[ OF NOTICEs To fu1fll1 the ....,1r-.,tl of Section 2145 CbJ of the tm.rlt.w:. end Eatet. Tu Act, Act ZI 0' .995. (ll P.S. Section 'US). PAYflENT. DlitllCh thI top portion of this NotlCI end tut.lt with your paYMnt to the RltIIlstll'" of IUlh prlnt~ on the river.. llde. .. "-It. eMck or MM)' or..,. payable tor REGISTER OF HILLS, AGENT. REJ1.tID{CRh .. refund of . tax credit ..y bl r~.t~ by co.plltlng an -'ppllcltlon '01'" Refund of Penn.ylvanA. t~l"'lt~. end Eatel. Tlx. (REY..]lS). application. ar. Iv_Ilabl, It the Of'lcI of the Reallt... 0' Willi, My of h Z3 R.v..... District Offlc.. or 'rOll the; Dep."tMnt", '''-hour ermHlrlng ..rvlce nu.tt11"'1 for lor.. orde,.lnSII In Pennsylvenl. l-IDD-J6Z-Z05D, outside Pennaylvanl_ end within local Hlrrlsburg '1"''' (717) 7.,-1094, TUO' (717) 77Z-ZZ5Z CHelrlng I~.lr~ Only). aUCTIONS: Any party In Int.r..t not ..thf1~ with tM 1I.......,..t of till( .. lhowl on thll notice '.y obJKt ..lthln Ilxty (60J day. of t8Cllpt of thl. Hotlc. bYI .....rlttln protllt to the PA Dep.rt.."t of R.v.,.,., IaIlrd of Appqh, Dept. Z8laZI, HarrIsburg, PA 171Za-1DZ1, OR --.lectIng to have the ..ttlr dIIt.ralned .t IlUdIt of the ~rSONll rllpr..."taUv., OR --eppeal to the Orphen.' Court ADttIH- lSTRATlYE CORRfCTlONS I Fectuel .rrors dlscov.red on this ........"t should be Bddr"'ed In ..rlUna tal PA Dep.rt.."t of A.v...., aur.au of Individual T...., ATIHI Past A........,t Review unit, Dept. Z10601, Harrisburg, PA 171Z..06Dl, Phone (717) 7.7-6505. s.. pltg8l 5 of the bookl.t ''In.trucUon. far Im.rlhnc. Tu R.t1.lrn far. R..ldent Decedent.. (REV-1501) far Bn axplen.tlan of ~lnl.tr.tlv.lY correctabla .rror.. PENAlTYI 11M 15% tax --.ty non-p.rtIclp.tIon penelty Is CDelpUted on the tat. I of the tax end Intarut ......ed, end not p.ld befora -'---ry 18, 1996, the flr.t day .ft.r the end of the tax __.ty period. Thla non-pertIcI~tIan J*'81 ty Ia ....hbl. In the .... ......r WId In the the .... U.. ~rlod a. YOU would eppeal the tax rd Inta,...t thet h.. been .....sed .. IndIcated on thla noUce. INTERESTI Add I tIOMI P"".YIVWII. Eltet. Tu .....sed .. . r..ul t of . c:hao9I on the FtlOInl E.tata Tax clo.lng Jetter bKoIMI. dIIllnquent .t the upl,..Uon of 0f'III (1) -.,th fru. the data the I1nal notI~ of the lner.... In Fede,..l Elt.t. 1.. I. received. Tu.. Wllch ~ delinquent before January 1, 1912 bur Int.rut at the r.t. of .hI (6%) percent per ..,.,. calcuhted .t a d8lly r.t. of .DOal64. All tu.. Wllch bee... dell~t on or .fta,. J~ry I. 1911 ..Ill bur Intlr..t at a ,.at. ""'Ich Mill very fru. c.lendar y..,. to c.landIlr YNr ..lth thet rat. ~ed by the PA Dap.rt.ant of R.v..... the applicabl. Int.rast r.t.. far I,.Z through 1991 Ir.1 Y... Intar..t R.ta Dally Inta,...t Fector ~ Int.rut R." D.lly Int.r'lt Fector .912 ZlX .DDOS4I 1917 OX .ODOZ47 1'13 16% .0D043. 1961-1991 11X .DOUDl 1'" 1U .DDUDI .992 OX .DODZ47 .'13 In .DD0356 1993-1994 n .OD019Z 1916 .IX .DODZ74 1995-1991 OX .DDOZ47 --Intar..t Is calculated II followlr INTEREST = BALAHCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NoUca I..ued aft.,. the ta. _0111 delinquent ..Ill reflect WI Int.r..t c.lcul.tlon to flft..., US) daYI beyond the dat. of the ........,.t. If p..,.."t Is .edI .ft.,. the Intarllt coaputetIon date IhONn on the Notlc., additional Intar..t ..,.t be c.lcul.ted.