HomeMy WebLinkAbout97-00039
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OOMMONweALTH OF FeNNSVLVANIA . oeMATMeNT OF flSALlII. VITAL RI00R08
CERTIFICATE OF DEATH
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n, Samuel A.
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COMMONWF.yAL TH OF PENNSYLVANIA
DEPAR M~Nr OF ~EVENUE
[ T. ?!lOfi \
HARRIS U G,PA \ 128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BF. FILED IN DUPLICATE
WITH REGISTER OF WILLS
lOll (Mll'.iOI U!.Al!1 AI- 11:1\ \i'I]\/'I\ CHICK HUH
If ^ ',f'OII',1\1 j 1
1'_(~VJ~,-IJ(.:~IP1J.! 1'_i!_:J~Ll.AFp _'
RFV. l!iOO LX . I) -94i
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~ ~ NAME
R 0 Ro er B. Irwin, Esqu} re
~ ~ TELEPHONE NUMBER
T 717-21,9-2353
1, Real Estate (Schedule AI
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedultl C)
4. Mortgages and Notes Receivable (Schedule Dl
5. Cash. Bank Deposits & Miscellaneous Personal Property (Sch El
6, JOintly Owned Property (Schedulo FI
7. Transfers (Schedule GJ (Schedule L)
8. Total Gross Assets (total Linos 1 ~ 7)
9. Funeral Expenses, Administrative Costs, MisceUaneolls
Expenses (Schedule H)
10, Debts, Mortgage Liabilities. liens (Schedule I)
11 , Total Deductions (tolal Lines 9 & 10 I
12. Net Value of Estate (Line 6 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14, Net Value Subject to Ta, (Line 12 minus Line 131
15. Spousal Transfers (for dates of death after 6-30-94)
See Instructions lor Applicable Percentage on page 2.
(Include valLfos Irom Schedule K or Schedule M )
16. Amount of Line 14 tilxnble at 6~/-l rate
{Include values from Schedule K or Schodule M,}
17. Amount of Line 14 taxable at 15% rate
(Include values from Schedule K or Schedule M.)
18, Principal la' due (Add ta, from L1na 15, 16 and 17.1
1S. Credlls/Sp Poverty Prior Payments Discount Interest
0,00. 0,00 + __J.I,7.1,8 __ 0.00
20, II Line 19 is greater than line 18, enter the difference on line 20 This is the OVERPA.YMENT.
CD D ~eck here It you a,e requestl~fund of your ovarpayment)
21. II Line 16 IS greater than line 19, entor the differenct> on Uno 21 This is the TAX DUE,
A. Enter the interest on the balance due on Uno 21A
B. Enter Ihe tolal 01 Lina 21 and 21A on Line 218 ThIS IS the BALANCE DUE,
Make Check Pa able to: Re Islor of Wills, A ent
~ ~ BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH 4 4
lJnde """'111'850/ perjury, I declare that I have eKdmlMd thl~; rnlufn, Intludlng accompanyinq 5chl!duhl~j nnd statements. and (0 the bogt of my \:;f1owlfldgA and belief, it Is true,
c 'ct IInd ompfets, 1 declare (hilt aU rnal estate 11ilS bean fflportnd al \run rnark['! ....illufl Dtlr.liII~tiol1 01 IJrnpar6f other th.m the pllfnOl'\ill fepresontatl....e fs based on aU Information 01
~e ferhilsanyknowleJqe
SfGN1\T; At OF PERSOrf RESPONSIBLE:: FOR FILING RETJ~N Denny W. Barr 1 ck
/1 I ./{, ' /:'. ';7'> Mcuclml Road
'.{/L .J .' ~ b/l.-tif(,k' Nuw"Jl1o, PA 17';.lil
!!IGNATURE PRf.FARER6THER THAN REPflES!:NTATIVE J rw j n, McKnll1,ht &. l'h.ll1hu~1
~/---71 (.1 I..>
/ ").(. 60 West. POlT\frOL Serent.
" ( - k_"__J:!!I.U~_I_~, PA ._1J.~lJ.~_._____,~_,_,,___
CAB
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C R C
K 0 K
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FILE NUMBER
;> I- 9i' ()(I'I'J
'(EArl
NUMOFll
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DUTD[t11 :i COMf'lEl E AU()HE~;~;
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DECEDENT'S NAME (l.A~H, FIRST. AND MIDDLE ItllTlALI
Uarrick Oolorl. I,
SO;;" SE';RIlY NUMBER -r~E OF OEAT~- 0;:1' or~I1;~-;~;~":'
184-26-7573 1';/75/1996 0';/77/1)J'>
__ _ Coun(y Cumber land.
{IF APPLfCABL E\ SURVIVING SPOUSE'S NAME (LAST ,FIRST AND MIDDLE INITIALI SOCIAl. SECURITY NUMBER
AMOUNT RECEIVED (SEE INS1 AUCTjON~;'
(J,OO
I (lor) [)o\lb 1 ing Gap Road
Nowv I II 0, PA \ 7/./11
a:: -_..
2. Supplemental Return
4a. Future Interest Compromise
(lor dates of daath ahar 12,12-821
D 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust
(Attach copy of WilD ~ (Attach a copy 01 Trust) ._
All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUI.D BE DIRECTED TO:
Remainder Return
(for dates 01 death prior to 12 -. 'l3 -82)
federal Estate Tax Return Roqlllred
Total Number of Safa Depo!ilt Boxes
X 1. Original Return
4. limited Estate
Os,
8,
COMPLETE MAILING ADORES::;
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IRWIN, McKNIGHT & HUGHES
60 West Pomfrot SLI'eot
Carllsie PA 17013
1) 62,900.01l
(2) -----None
(3) None
(41 None
~I 1,657,70
(61 None
(7) None
(8)
6Ii,5~7,70
(9)
8,645,00
(10)
6,J}3,50
15,398.50
49,159,20
Nono
(11)
(12)
(131
(14)
49,159,20
(15)
0,00 X
0.00
(16)
119,159,20 X .06'
2,9/,9,55
T
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0,00
(17)
0,00X15'
--
(18)
2,9/,9,55
(19)
(20)
147,1,8
O,OIl
(21)
( 21A)
( 21B)
2,8M,07
Il.OIJ
2 , 80 2..,-Q2..
DATE
DATE
4 lo,m :iOft....Mll only Cf'Sysl!Jm~,. Inc
F or~1!OOiri;;-T-g~',
06-23-97
BARRICK
12"2.5-96
21 97-0039
CU~lBERLAND
101
I=~__.._~~:~~l,~:l_ft.~ ~- 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINI! .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
R 'EV: is,,-i - Eif -j. Fif - f 03:97") - Noy:t c r -6 F - YNHER"i;: Atic E - YA ii - A-PPR iii 5 E j,fE" NT -; -j. L row AN-c E - cjli - - - - -.. - - - - - - -.. --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DELORIS I FILE NO. 21 97-0039 ACN 101
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 as.essed to date.
ASSESSMENT OF TAX:
IS. Anount 01 Line 14 at Spousal
16. A,"ount of l.ine 14 taxable at
17. Anount of Line 14 taxable .t
18. Prlncip~l Tax Due
-'-AM~UNT;~;;--J
----'2;00.2',-07 I
. _'__'~d"" ....--.-. ..-1__ I
~;N~~~R~~l~~B;:~~E~-_- .~. ~~:~~-'~-~.. ...
___..T,O~ AL._DUE_ __. .__________.00 .....
/ ') /1 .~
BUREAU OF INDIVIDUAL TAXES
INHtRIIANer rAIl: lllVIS[ON
IlEPI. 260601
IIARRIS8lJRG, PA 11l28-0uOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RODER B IRWIN ESQ
IRWIN ETAL
60 W PDMFRET ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
BARRICK
TAX RETURN WAS I I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON) ORIGINAL RETURN
1, R..I Est.t. (Schedule Al III
2. Stocks and Bonds (Schedula B) (2)
3. Clos.l~ Held stock/Parinership Internst (Schedule CI (3)
4, Hortg.ges/Note. Rec.iv~bl. (Schedule D) (4)
S, C..h/Denk Deposits/Misc. Personal Property (Schedula EI ISl
6, Jointly Owned Property (fichedule Fl (6)
7. Transfer. (Schedule G) (7)
8, Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS)
9. Funeral Expunse./Adn. Costs/Misc. Expens.. (Sched~le H) (91
10. nebts/Hortgage Lhbiliths/Uens (Schedula Il (10)
11. Total Deductions
12, Net Value 01 Tax Return
13, Ch...it.ble/Gover"",enb1 Bequests (Schedul. J)
14, Net Velue of est.te Subject to Tax
NOTE)
r.te
Line.l/Cle.1 A r.t.
Coll.teral/Cl... B rata
115)
1161
(111
TAX CREDITS)
-~._----
PAYMENT
DATE
03-25-9)
RECEIPT
NU~BER
AAf85320 -
DISCOUNT It)
INTEREST/PEN PAID (-I
'147-:48"
. IF PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
I CflANGED
62,900.00
,00
,00
,00
1,657.70
.00
,00
leI
8.645,00
6,753.50
III )
112)
113)
114)
,00 X,OO,
49,159,20 X,06,
,OOx,15,
lie)
( , ~
;,?&/jdJ.
I~p}-
.(~-I\~J U H~ 1111."1
DElORIS
I
DATE
06-23-97
NOTE: To insure proper
oredit to your 'acoountJ
subld t the upper portion
01 this form with your
ta)( pey"ent,
64,557,70
1~.3gR ~o
49,159,20
,00
49.159,20
,00
2,949,55
,00
2,949,55
IF TOTAL DUE IS LESS THAN II, NO PAVMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED A5 A "CREDIT" (CR), YOU MAY UE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, I
00
c..; ( .
~n
i)
REGERYATIOHt Eltat.. of dlc,dlnt! dying on or balor, Ooc,"b'" 12, 1'82.' if It"Y futllr. It'ltlr..t In thl ..ute lr"trllntf.,.red
In pOII..,lon or .njo~M.nt to Cla.t B (col1at.ral) blneflclarl,. of thl dlcod,nt after th_ IKPlrlltlon of any .,tat_ for
I\f. or for Ylarl, the Co~.onw,"lth hereby 8Kpr...ly rQI'r~.. the rlght to appralsl Ilnd ...... trnnaf.r InherItance TaKI'
at the lawful eta.. B (oollateral) rat. on IIny luch future Interl.t.
PURPOSE OF
NOTICEl
To fulfil! the requir..entl of Slctlon Z140 of thl tnh.rlhnol ond E.tate Tftx Act, Act 21 of 1995. 02 P,S.
SecUon 9140),
PAVMENT:
Detaoh the top portion of this Hotloe and sub.lt with your Plly..nt to the Register of Will, prlntad on the rev.rl' sJd..
.''''''11<. chIck Dr lIIoney order pftyablv tal REGISTER Of ltILLS, AGEN'!'
REFUND (CR II
A refund of fl tft)( credit, which Wftl not rBque.t"d on the fllle Return, lIIay he rtquuhd by COllpleting an "ApplIcation
for Refund of Pennsylvania Inh.rltance and Estate Tox" (RrV-1313), ApplJcfttlnns arB available ftt the Offlc.
of the R.gllt"r of Wills, any of the ~3 Revenue UJstrlct Offlcel, or by callinG thR spacl,,1 24-haur
ans.,.rIng .ervlce m,ebera for forlll arc1erlngl In PennSylVlml" 1-800-36Z-?'OSO, outlld. PennsylvanIa fInd
within local flarrl$burg arQft (117l 781.8(194, TOOt (717) 77j';o.Z2S2 <tinrlng hpaired Only),
OBJECTlONSI An\! party in Interest not satisfied with the Ilpprn I umelnt , <III('1w~mce or dlsallow"nce of deductions, or assessment
uf tftlC (Inoludlng discount or Interutl IJS shown on this Notice mUlt nbjeot within sixty (60l day. of rec.ipt of
this Notice bYI
--wrIthn prot...t to the PA Oepl!lrtlllnt of Revlnue, Boftrd of Appeah, Dapt. 281021, Harrisburg, PA
--election to hl!lv. the ~"tter d.ter.ln.d at audIt of the Rccount of the p.rsonal r.pre~.ntotIvl,
--l'Ipp."l to the Orphlln.' CO~lrt.
17128-1021,
OR
OR
ADHIN
IS'~ATJ\lE
CORRECTIONS I
Footuftl .rroil dllcoverld on this aUBIIIIICtnt should b. llddrluad In wrItln", to: PA Oapertlnant of Revonue,
Buruu of Individual Tl'l)(u, ATTN: Post Al'lIlutlment Review Unit, Oopt, 280601, Ifarrhhurg, PA 17128.0601
Phon. (717) 787~6;OS, Sea page S of the booklot "Instructions for Inharltflnce TalC Return for II RuJdlnt
Decadent" (REV-IS01) for en IlCplftnl'ltlon of !ld~lnl.trfttlvely corrActabll .rrors,
DISCOUNT:
If Ilny talC dua Is paid within thrg8 (3) clllondtlr month. oftar the decedent'. dfl!lth, II flvl parcant (SX) dhcount of
tha talC paid 11 ftllowed,
PENAl TVl
fhe IS% talC !llllnnty non-particlpfttlofl penalty Is cOlllputcld on the total of thll talC find Interut uselled, and not
paid bafare Januar~ 18, 1996, th. first dlly ,lfter the Ind nf the tftlC &llInuty periOd, Thl. nCln-pnrtlclpatlon
panalty 11 eppnlabla In the l!l'll. lIIanner and In the the UIU tilll per lad ftS YOU would appelll the talC Ilnd Inhrllt
th&t has been a....sed I'l. Indlcnted on this notlcl,
INTEREST:
Intar..t II chwrged beginning with first day of dellnquancy, or nln. (9) 1Il0nths "nd one (ll day fro. the date of
d..th, to the date of p"YII.nt. TltlCes which lIecallle d.lJnquant baforl January I. 1982 bear Intarut at thCt rat. of
six (6%) p.rcallt par l'lnnUIll caloulatad at fI dl'lll'l rste of ,000164, All tlllClt which bCtol'llla delinquent on and sftllr
January I, 1982 wIll Ulanr Interest lit a rate which will vary frolll oal.ndar year tu Cl'illndllr year with that rat.
announc.d by the PA Oepar tmant of RevenuB, Thl 8pp1lcllb1a Inter..t rlltes for 1982 through 1997 aret
~ Interut R!lh DRily Int.rut Fllttor ~ Intermst Rl'lte nllllY tnhrut Fllctor
1982 20% ,000S48 1981 9% ,O~O247
1981 16% ,0004.58 1968.191l1 11% ,OOC301
198" 11% .000301 1992 '1% ,000241
1985 13% ,0003S6 1993~ 1994 7% ,000192
1986 10% ,OOO?74 1995~19q7 9% ,000247
--Inter.st II cftlculnted .. fnUowll
INTEREST" BALANCE OF TAX UNPAID X NUNBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. lltuld lifter the tltlC bl<:OIlU delinquent will rltflect "" Intllrllt calculation to flftlln (1S) deYI
bl~'and the dnta of the lluul.ent, If p"y.snt I_ .ulde IlHor the Intercut cOllputftt!on dllte shown on the
Notice, Ildditlo~.l Intere~t IIUlt bl r.blculRted,