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HomeMy WebLinkAbout97-00055 N ~~ 15 111 .!ill 0 (\~ t? S! ' . E'l.'" .. R ~~~ ~~: Il"\ ,;(..) - T_:'1 ~&~ h, ~ L. {J t) \U ~.- ?U og> '"~; .0 lfio:: p; ~a a: gC.JO-Lbbl-1c I [ 1 \ ! i \ \ \ ! I ! I I \ \ B , \ i , I I I I i \ I I I i I I \ I I \ , " " Ii 'I II II !i II . 1Q" .".,",'.n' jl, \11\ HoW '(QTK ,bti1.ngO:r 1"1. ',: e'.'. '.f' .1.1 . OJ! J _ i'~:l' Ii Willi ,I - u n n '.... .0',(\(," '"oBtaMont$Y:V (,) ,,,,:,on by A, hElTl'1 tel' II nanwfl, 0 )),1. tot ();,,,h:Ln, 1\ ~~. ~O~':;Uh' b~;;:O:~ :~' "" 0' S" ;;~~~""~:~~:'"";,\l\nl \' !\.t /13 wood RiYJil, 109C'j8, I '"LR " An '" ,,'0. ",ld" aMll ,.,"M' of my ~, '" to .,t:11 -- ' whatsoever kind (),\'\<1 nature, i),Ylfl wherenorovor" nitl\n,tOrl, o'fwhi 1'1, I m'a.y <1ie' seiZ.t;Jrl, or ',IosseW3EjCl, or'inwpiohT may hi..ve o,rty , . .. . I, i nterNd:, OJ' over \'I1'1ion 1 I~a:v \1(tveany 'poVlfJr of a"f)ointment r tentalTl,mt,,;:ry cl:blpoDit'Lon, I ,~iV0, deyH18 ",nil 'hequoB,th (W' f01 owi'.: 1.20;" '~o Mr. n6fue:rti')8.r1 AyeX'H,re,d,,,'~ng ,l,t 7131'NoodhoUQW; DX'ive.. QflP; Honow t;\}!'trtments, /f132, :\ustin, Texi,s, 7873\. I 2.2&;, to 1>\)", :I)\vid AyeX'Q,3 wood 11oad, wentt;Own, N.Y,. 10998' 3. 20){, to iiIJ;.i.):U.fforCl ilyeTiJ, '3 wood noad, Westtovm, N.Y 109 8. ~'. 2()o~ to Mrs, I,irlllt).Finn~l;H, 620 We'lbIlO()(1 "V8n\le, Rivq:r 118. l' ,NtT 5,20;/, to Mti:1, GaMraAye'cfo1 lfIg Wf'stOl').l'kC'town HOlld 1f16, \ ~'our1'rH,~ If~1':'.'~~",.":~:.'~~"" ."~\;!~~~~~: t Cl: fCO. 1:(1 !\.yer",,'e "1.1 (;i~'\ at/13 ';'/00e1 Road, ,rttown, 1'IY 10')98 o11oull1 nl:0ileoeaf.\e l11e, t~n, " . . 'I fin,il only tl1en, p,nd in SW)11 evpn!; I d{;re6t that. c1i(3'I;rihuttOl'l . f my remaininr/ tate l)G divide" equO,llY fJ,n\onn: my 2 ,neidell, 8 d tll!l two neplieW!l at 2 80),0\1 ind'e;Hlo,C, 20'f, 8.6 nJ'evlpusly menoned in Pn:rL\.[(t'F'ph irniT(1, 6lVove, ~W)H&:''tp~Jtltl\'~ _, _' ",1' 25';" to 1\11'. Hobe,d; 1>)(,r I. J\yerll. "I - '\ ;.' In thc,.tllame bf 'GodfAY'':L''\'t ...---_.....-~--_--..- .' .-...,.;..,."..,.,....;.. 1 , V;,Vl\I, nnw",nt}:v L'f),'i't:l'll'( '0" oxj'('l'cl Drive, 'lalio:y Gol,ta'~8, iT,Y" C}Flr\,,'t,,'m, (~ounty of ROcl{,lfl,r)rl, f;t,\le of !1c}11ndmind nct:] mernnry, butml YU J of 'the town' of rlohe-x'Ol)Y mrd~:e'; f)\lbl1f3h, doc 'ItnJ,n to ~:},nd l_rn~'- t;aT'lent; hOl'qty '('(;1vok_tnf'; p, ".t. ,\y time tlere'\;ofoY'o ;lu",t dr'",' l;", f:P1G nRS',Ct _.-.--- I di:reet 'I 0'( 075. \. , i',O U ;v:\ 'hYCJ'ri.. .OJ 111l'.\8. i1ntll'::! Jj" I! I' [, d I' :~:: \,;' :,:',- '1\111 J2 iJ" '''5 t l) ;t1- ?t),;{, 0t.)n;, (--.,-{" ~o tITS. to l\trr. ~ Bancl:rn._Ayo:eo ~ RClCK)IOiclll ('fn~~l 01 Rogi~,,\el {i Wills '97 JAM '5, AlO 52 Ol.lr, d " . I l.'fAlrt CUmbil: ItAl\cl Co" PA .~ ~ ~ f ..~ j -- " e .- 001 lj\ -e. - ~))) /'fS) ( ~))) tf$ ~))) ~ td 0 ..... ~ ~~f' l;1 ~ - ~ T - ~ - ,'" <'4 ~ po (15 .~ " ~ t~ 'l5!1 :J 0 .~ . mg; liP. t. 0 ()"',,, ,.,,:.> ,-- :J- l,J It\ -,.') ", - ," '0 ~ ~ (1) W 0*" .1.1 L' ,'.Q ..,;,.... 8UI dc3 Ql p; t!ct: -" I'OA DATES O' D.'A'H AnIA. 12/31/91 CllICK HIA' INHERITANCE TAX RETURN ~o~::fyU~:;DI"SCLAIMID I I RESIDENT DECEDENT PILE NUMB'A COMMONW'AlI" Of PENN5VlVAN'A (TO BE FILED IN DUPl.ICATE 121-97-55 DEPARTMENT Of REVENUE "AR",fJ:.u~onl".o60' WITH REGISTER OF WILLS) CQUNTVCODE. . YEAR ....NUMBER ... O'v~~~2'k~:r~~~"A ~;OD" ,""j", 'j"-;.'/."I"'7""i.';""4"" [c;lo.C,',"",~~:'7~0~\!'SI:')UI~PII:a':n;)~0:v":o;17~~08111t'3~~_-ee'.t.'-_ -..'--...--- ':c~';~~~'~~~u:~r . ,.. ]'I^~/~Y~~" " 'r:L n1MIAM '" "',,,,,,,,,,",,,,,,,,, \>0,"" I 'I'M' ,,," """ .",,,,,,,,,,, "'"'''' 1''''''' ','"I''''' ",,".i. I AMOW" '<<."VlO 1\1' 'NI.',",IIONII r~ \. Original Return I 2 Supplemenlul Return [I 3 Remoindar Raluro {for dolel of cleolh prior to 12.13.82l rJ 4. limited fltole I 40. fullJre Illlerell Compromise [j 5. fedflrol Ellale Tox Roturn Roquired (for dotol of denth oltor 12.12.821 fk 6. Decedflnl Di~d fellate 1 7 Detedent MoinlClined 0 living ':'rU1t _.0_8. Tolol Number of Sofe Depolll 80"'" (Alloch copy 01 Will) (Alloeh copy 01 Trult) Ai,~ cORiiUPONnlNCI AND CONPlDINTlAL TAi< INFORMATION SHOULD ai DIRICUIl;TO, " NrMr"""'-- . .L_____~_ .~-.-.~~ ruMriTIfMAii:INC;.A7>Dif1r----.~--~.-------..,.-----.--- Stephen D. Tiley, Esquire 5 S. Hanover Street i1IfpjiON,'NUMif,"-' Carlisle, PA 17013 .. ...=JJ1'L1." ,.=~1.t~~8~8= '.. RfV l~OO [x... {J.(4) I!:! ,,:5" "If"" w..:5 :elF.... "I\:'" " ~.'J~~ ~ ... i!i lil III .. J,'" wi'5 "'c> "''' Sf z C> 5 ~ III u: 1 Real eUole (Schedule A) 2. Stocks and Bonds (Schedule 81 3. Closely Held Slock/PartMrlhip Interelt lSchedule q A. Morlgages and Notel Receivable (Schedule OJ 5. COlh, Bank Deposih & Miscellaneous Personal Proporly (Schedule E) 6. Joinlly Owned Property (Schedule f) 7, T,anlforo (Schedule GIISchedul. LI 8. Tolal Gron Auel$ (tolclUnes 1.71 Q. Fuoerol hpenses, AdminislrotivCt Co $II, Miscellaneous Expenses (Schedule HI 10. Debts, Mortgage liabilities, liens (Schedule IJ 11. Total D.ductlon.('o'ol Lln.' 9 & 10) 12. Net Value of Eslato (Une 8 minus line 111 13. Chadtablfl and Governmental Bequells (Schedule J) lA. N!' Value Subjecl t,~ Tax. tUne 12 minulllne 131 15. Spoulal Transfers (for daliOs of df'oth oller 6.30.9l11 See Inllructlons for Ar,plicable Percenlage on Rever~'t Side. Ilnclude values rom Schedule K or Schodule M, , 6. Amount of line 1A lo..oble 01 6% role (Include values from Schedule K or Schedule M,l 17. Amounl of line lA to..able at 15% rote (Include values from Sthedule K or Schedule M,l 18, Principal tax due (Add lax. from lines 15, 16 olld 17,1 1 Q, (red ill Spoulal Poverly CrAdil Prior Peymonts ! :_:, II I , J. ,~, z .. ~ ~ IE .. '-' + .,._.__,._."._..r.__._.__....~____.~.___..__~..._.____. ..~ -, ,- ---_.---~. .._._-,._--_._----_.._--~.....__. -... -- (II 121 131 (4) (5) (6) .. (7)._. (13. 3.J!Q..0,Q. ,~ 18) ~..,.._~_..~!.~_O.~ 00 (9 1 .. ."_'. ..l.~,?~!..lL.~ (10) ...__._._. ."_'__"~__' . 15 348.75 (II) __._..._.1._..._. 37 951.25 (121 ._--.._~-,- .. (131 --.....-...-......- (14) . .._~'L95~.~'i__, (15) . ..._......_..___....._.._.~, .._* (161 .._....._.. ._...__~_. ...._., ~ (17) ....3.?,.!l5}.~.~~.._x ,06. .15 * ......._..__.~.6.9~.68 (18)._..__ .2.1(Jll~&8. Discount Inlerelt +, (191 (201 ::; <- 20. If line 19 II grealer than Lind 18, enler Ihe difference on lir,e 20. This is Ihe OVERPAYMEN'i. 1;10 Ch(.c~ hCfC If YO\) ore tequesting a refund of our overpayment. (21) , (21A) (21B) ._ 5,6.92.68 189.82 . .. -- . -- - ._5&82.,50 21. If line 18 is greater thon lina lQ, enlBr Ihe difforence on lino 21. This it the TAX DUE. A. Enler tho intBresl on Ihe balance due on line 21 A. 8, Enler the lotal of line 21 ~lnd 21A on line 21B. This is Ihll BALANCE DUE. ~a,~. ~he(k__~.~.y~.~.~! to_~._.!t_.f!I~_!~_'_ o!.,,,!!lII',J~g_~~.'_ ~~ BI SURE TO ANSWER ALL QUESTIONS ON REVEASE SIDE AND TO RECHECK MATH ..(:.oc: ,.. Under penalties 01 perjury, I declare thaI I hCl\lO eXl1mi'ned lhi~.7;1~.;~~;;I~di~~g--;(~ornponying--;(h;d~.!;; and !I~'tem~~ts, and 10 Iho bes~~yk~;Iedg-;~~d belj;f, 1 il true, correct and compl3te. I declore Inal all reol osl(1le hos beun reponed l111ruo market value Decloration of preparer other than Iho penonCJI represonlative is bose:!.. on 011 i~for~.~~~~~nich ptep~Hor h_O\ any knowlodgfl. __ _ _ ~"~;:;.:::z;;;:::~~~J.i:~~,,~V1'W R..d,S~O;' I:O~t,~;~;;;--=-= p,u-/:' ~,,; .-1 ':.o.....A) .:..L.:.!.'J--- . ._5_S..IIIlIl~V!:.S!~,_C.'lrlis.!~,n.~a.l.~Q~.3... ..____.__.,_. .#_1.1~.91.. " July 21 Sept. 26 Oct. 23 23 Register of Wllls, I Rhort certificate Register of Wills, I short certificate Register of Wills, filing Inheritance 'rax Rotum Register of Wills, Agent, Pa. 'rrnnsfer Inheritance Tax Reserve for 1997 income taxes Sandra Ayers, Executrix commissions Frey and Tiley, Attomey'f; fee Reserve to file Account TOTAL DISBURSEMENTS RECAPIT1,lLATION Total Principal Received T'otallncorne Received Total Receipts Less Total Disbursements Balance for Distribution 3.00 3.00 15.00 5,8,82.50 100.00 2,865.00 3,415.00 115.00 21,331. 25 53,300.00 , 3,203.43 56,503.43 "'21 , 331,25 35,172.18 PROPOSED SCHEDULE OF DlSTRUlU'l'ION BALANCE FOR DISTRIBUTION TOI Robert Earl Ayers P. O. Box 1093 Bastrop, TX 78602 One-fourth of residue of estate: 313 shs. Textainer @ 14, in kind' , Balance for distribution TOI David Ayers 178 Waterloo Road Westtown, NY 10998 One-fourth of residue of estate: 312 shs. Textainer @ 14, in kind Balance for distribution -2- " 35,172.28 4,382.00 4,4U.Q5 8,793.05 4,368 00, 4,425 05 8,793.05 . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE D //<) "..')" BUREAU OF INDIVIDUAL TA~ES INHlRIfAHCE l~K DIVISION DEPT. Za0601 IlARRUIURO, III 17lZfI'0601 NOl,C~ OF INHERITANCE TAW APPRAISENENT, ALLOWANCE OR DISALLOWAHCE OF DEDUCTIONS AND ASSESSNENT OF TAW 02-16-98 VAVRICKA 10-03-9. 21 97"' 0055 CUMBERLAND 101 E:~-- ~:~_~-R!.IH;d-:-~=j MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLANO CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORllS ~ il EV: is;,-;' -~X'AF p' - (' iiF 97 T' NoT" i eni,;; - i:"NHEii i i AiicE'r i. x' ilPPRiI"i $ EM ENT ~ . -A ri"ciwANcE' oii'- - - -.-.,. -- - - - - -.. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EMMA A FILE NO. 21 97,"0055 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMlIER COUNTY ACN STEPHEN D TILEY ESQ 5 S HANOVER ST CARLISLE PA 17013 ESTATE OF VAVRICKA TAW RETURN WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I E,t.t,. (Schedule AJ 2. Stock, and Bondi (Sch.dule 8) 5. Clom.ly Hald ~tQck/P.rtn.r~hlp Inter.lt (Sc~l. C) 4. "or"g.g../Not.. Receivabl. (Schedul. D) Ii. C.lhtRank O.pasi h/Mhc. ,'.,..,on.l Property (Schedule E) ". Jointly Owned Pr'lp.rty fSch.dul. F) 7. Tr.~.f.r' (Schadule G) ... Tobl ASiI.t. ) CHANGED (1) ~ (2) .00 IS) .00 141______, ,00 ISl_ 53.300,00 (~) ,00 (7) .00 18) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune,.al E~p.ns../Ad.. Coat,/Hilc. Expen... (Schedule H) 10. Debts/Hortg_a_ Liabiliti../Lt.na (Schedule I) 11. Tot.l Daduction. 12. N.t V.h,. of Tax Raturn 13. Ch.ritabl./G~Y.rn.ent.l Bequ..tIJ Non~.l.ctGd 9115 Trulte (Schedule J) 14. Hat Value of e.t.t. Subject to Tox If an assessmDnt was iSSUDd previously, linDs 14, 15 and/or 1&, 17 and 18 reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAXI IS. AlIOunt of line I'. .t Spou..l rat. (IS) 16. A.ount of line 14 bxable .'t U"..l/Cbn It rd. (16) 17. AftOUht of Line 14 t.xab1. .t Collet.,.el/Cl... 8 rete (17) ~8. Principal Yax Due TAX r.REDITS I PAYNEN" DATE 11"12-97 NOTE: RECEIPT NUNBER AA242449 DISCOUNT C + l INTEREST/PEN PAID 1-) 185.60' . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTF.REST. 191 (10) 15.348,75 <, '* .00 Ill) (12) (15) 114) Uy.nH u ~" lit-HI EMMA A DATE 02-16'"98 NOl~: To insure prope," cr.dit to your .~countJ .~lt the upper portion of thtl for. with your t.x pay...nt. 53,300,00_ }5.348 75 37,951,25 ,00 37,951. 25 will .00 W,OO= ,00 .00 W,06=___ .00 37,951.25 w,15= 5,692,68 (8) 5,692,68 AI10UNT PAID 5,882,50 TOTAL TAX CREDIT --- BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 5,696,90 4.22CR .00 4.22CR I IF TOTAL DUE IS LESS THtN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED A~ A "CREDIT" ICRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRIICTIONS,I t:'j (,I f RESERVATtONI E.tolllt.. of HtItMtent. dvll"ll on or bIIfor. o.o...r 12, 1912 -- If MY future int.r..t in the ..t.t. 11 tnn,f.rr" tn po.....lon or anJo1N"t to Cl... 8 (ooll.t",1) MneflClI.rJ.. of the dH""t aUa,' the uplrllUon of MY ..t.ta for llfa or for ya.r., the C~alth heraby a.pra..ly r...rva. the right to epprtl.. and ...... tr",.far InnerltlnClM Taxa. et the lMfful C1ft.. . (collltar,U reta on MY .uc.h futl.lra Intar..t. PI_" NOTICE 1 PAvttENll REFutm ((11) I a.JEeT IONS I MinHIN ISrRAlIVE CORRECTlONSI DIf;:COUNT I PENAL T'. I INTERESTl To fulfill the r~lreHl'\tI of h(ltlon 2140 of thl> Inn.ritw\c' and E.t.ta hx Aot, Act 21 caf In5. (12 P.S, Sootlon 9140), DfltllCh the top portion of this NoHo. and lublIlt with your ply.."t to the RIIlst.r af Nllll prlntH on thl rl".r'l .1da. uH,k. check or llIonlY ord.r plIyalllt tOI REGISTER Of' NILUlI, AGENT A r.fund of a tax cr~lt. which Will not. rtqUt.tld on the Tax Rllturn, NY be r.que"ted by oDIIPlaUno an "Applloation for Rlfund of PII..".ylv....t. Il\htr ItMU and E.tetl h)t" (REY-UU)' AppllolUon. arl IVIUabl. et thl OffiCI of the R.ghter of NUh. any of the l! Rlv.nue DlItrlot OfUOIlS, or by cIlllng thl ,peelal 2~-hour M,w.rlng ,.rvlcl nuaa.r. for for.. orderlngl In Ptnn.ylvenla 1-800-162-2050, out.lu. Plnn.ylv.nla end wUhln looa1 Htrrhbur. .r.a (11) 787-809lt, TOOl (717) 77Z-2ZSZ (Hearing I.alred OnlY), Any Plttll In Int.r"t not .aU.fl.d wUn the epprah.Hnt, allowanc. or dh.llOlo1anca of ~t1on., or ....1II-.n~ of tax (I~cludlna di.caunt or Int.r.~t) .. .hown on tnl. Notlea lUst obj.ct within glxt~ (60) day. of rlaalpt of thh Notlc. bYI --written prot..t to the PA o.p.rt-.nt of Ravanut, aoard of Appe.l., Dept. Z&1021, HarrisbUrg, PA -~tlItCUon to ha". the ..ttar detar.lned at audit of the IICCOunt of the plt.OMI rtpr..antaUv., --apptJll tc the Orfthan.' Court. OR 171Ud021, OR f.ctu.l wrrar. dl.cov.red on thl. a.......nt .~Ild ba &ddr.I'~ In wrltlna tOI PA Dep.rt~t of RIVenut, 'uranu of Indlvldu.1 Tax.., AllN; Po.t A..Q...-nt RavllM unit. Dept. 2a0601, H.rrl.burg, PA 17128.06Gl Phone (717) 787-6505. Sae P&98 5 of the bookl.t ~In.tr~tlon' for Inh.rltanca Tax R_turn for a RI.ldent n.c:tdent" (REV-IS0l) fOl' an axplanatlon of adalnl.tratlvaly corr.otable .rror.. If any tax dut 11 pahl within tnr.. (1) calendflr aunth. aft.r the Dtw:acMnt'. dlath, a flve pareent (S;O dltoCl'4Jflt of tlta tax paid It allowed. The IS~ t.x .-nI.ty non-participation p~lty It coaput~ on the total of the tax and Inter..t ......td, and not paid bafor. January la, 1996, the flr.t day aftar the end of the tax eana.ty parlod. Thl. non-p.rtlclp.tlon penalty It appt.hbla In the IN. .f'\Mar and In thl the ... ti.. p.r led .. YOU would app.al the ta)( and Int.r..t that h.. b$<<l ......ed II' IncUcattd on thlt oot1u, Int.,..t It chlrued beginning flIlth flr,t day of ~l1nquency, or nine (9) IKH'lthl and OM! (1) doy frOll tho datI of death, to the dat.. of p.Ylltnt. T~.. which blCl'" dtllnquoot hefor' J.,.".ry If 1982 belllr Intar..t It th41 rat. of II~ (6~) percent p.r annua calcul.ttd at a dally rata of .000164. All ta~" which bee... d.llnquent on -nd aft.r Jltnuar~ 1, 1.1l ~Ill bear lnt_r..t at a rat. which will vary fro. flIlIl.ndar Ylllr to clll.nda,' yaa.. with th.t rab lMlMA'Kled by t1~ PA Dep.rtHnt 0", M.vanutl, The appliCable Int.re.t rat.. for 1912 through 1998 .rlll '!!!! Intlr..t RIlt. !!!.!.!.LInt.r..t Factor ~ Int.r..t Aata Oalh Int.r..t Factor 1912 to:< ,OOOSttl 1981 OX .00ot~7 1985 16;( .OOOU' 19aa~I991 ll~ .000501 ..14 IU .000301 1992 .~ .00OZ47 I.IS In .1l003S.~ 1993~199lt n .000192 19&6 1O~ .OOO~14 1995-J991 .~ ,000Z~7 --tnt.r..t It Cl.!cul.ttd .. f0110~'1 INTEREST = BALANCE or TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST rACTOR ~-Any Notice h.u.d aftlr ttM tall btclo... delinquent wUl rlfleet an Int.r..t calculation to flft.." (15) ay. btIl1onc1 tM data of the ."Il.nant, If pay""t h a.tdt aft.r thl Intar..t oOllflUtaUon dati thown on the HotICI, ~ltlanal int.rl.t .u.t be Clalculattd,