HomeMy WebLinkAbout97-00185
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(()Mf1il~:;;b~'i~\cg":\V~~WANII' (WTOIT8HERFEIGL~~T~NR ~~PWLl~~:)E ~ / 9 'I 1'8 S-
HARR""f,.\. ~~Onl"O"" COUNTY corlE YEAR NUMBER
O'Cl"'Nl'5N'A~;-I,.iii,.,i~fffiM'oo"'l'N'''''T~-~c----.~-.. . -.. Of( r;-~.nl~~:::rO/:'::i-~ --. -- --.-.---".~~.
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,CIALU,'WIllY,N"U IIf,'""", O'\'1fOf,/I'A,(',H,I(JA'~O ,'~IRH,', /))~~IL~I:'~lJ14l/lIi t~ 1?"'C'~/j
j(!:A:O___~:/J-Z1(, . _ /6I.,h'9t, 2 ~7 /117 ("""'f (',,/,,/il,,('!...t_
'" "{;;,,,,Oi ''''''''''" '::':::_""" '"'' "." "" "",J""", I~O(l^l ~, lJR~~.. NUM&fR AMO(Wll1fClIVtD (!lH INSTRUCTlON&1
,
-('~-O~'i~'I~~1 R~'urn I J 2 Supplflmenlal Relurn r: r-13..R.malnd~~ R~l~n
(for date I t)f deulh prior to 12.13-82)
[-J 4. LlmHed estate [ ) 40. Future Inlonul COlllpromile [J 5. Federal ellale Tal( RotOlO Required
1101 dole. 01 deolh aile, 12.12.62)
t"l6 Decedent Died Te,.Iale [-j 7. Decedent Maintained a living Trust
IAlloch copy 01 Willi IAlloch copy of T,u..)
AlLCORRiipONDENCI AND CONFIDINTlAL fAl( INfORMATION SHOU-LD IE PIRlan TOI
NAME -. ---=rCOMPlHe MAILING ADOIH~SD
~6?Jt;~i1.L,). fi~i(,J.I"'~"- ;T.v: _~ __.. __ "I 54iV.....";e,1i live
.'_"IPZ;.UJ.'~l(;:,~I~""_ ...... ~...~~"_=.==_ 111' ,~~" ~'_~!:'~ J~~~~!;'~"--:1J~ .~.==~~
1 Reol Ellole ISchedule A) 11 I ~_.. _..:2:' -I ;.., , ;
- 2, S,oc', ond 80ndllSchedule 81 12) ..//i.Z,-QQ'... ."
r'1
3, CI(HIly Held Stock/Parlnerlhlp Interelt (Schedule C) (31 _.___~ _.._m ____+n._.._m~__.. UJ
4. Mortgages and NOIII Rtl~elvoble ISchedule 01 (AI .........-----...~~-..r .-~---..._----'-- ')l
5, Co.h, Bonk Depo.I" & MlseellonooUl P,..onol Prop'"y 15) ~__OI,tmO~_O'LQ.Q,-._. <.
(Schedule E) ;,"l
6, Jolnlly Owned P,op"ly ISchedule FI 161 _. -..
7 T,o..le.. ISchedule G) ISchedule l) 17 1~~:_~=='~=~=~:~=~__:R;1- Ut
-J '''I ') 05, 60
6. TOlol Groll Aile" (lololl.lne. 1.71 (81 __._~"j,..L.~__.___n
Q. Funeral Expensel, Administrative COlt I, Miscollanooul I Q 1 ___.._.._m'~~~_~M7..J.~..__....
hpenles (Schedule H)
10, Oeb", Morlgogellobllill... lie.. 15chedule I) 110) _~_..~_)-j_.2JfJ'.' OQ.._._.. S. 'I'^-1 00
11. Tolol D.duc"o.. (Iolollin.. 9 & 101 111) ..__I_.._'.___'_~_"'"
12. Nel Vol" of ellolellln. 6 minUlllne II) (121 ~.3,J.>..3.~,_gP..
11. Charitable and Governmental Bequesh jSchedule Jl 1131 ._~__..~'_.__......,"______.._ ....___.
......__ 1.:_.."'!'...~~!. Subl!5I-"'J~Llne 12..~~.lin. .~.__._~__._..__.___...J!jL:-3.-i.~3 ~.g.9_====:=...
1.5, Spoulal Tran1fers (for dalOI of death afl.r 6.30.941
See Inltruc!ians lor Applicable Percentage on Roverae 1'5)
Side. (Indude ~aluel from Schedule K or Schedule M.)
16. Amount of line 14 taxable 01 6% rote
llnclude values from Schfldvle K or Schedule M.l
17, Amount of line 14 ,axable at 1.5% rClte
(Include values from Schedule K or Schedulo M.l
18. Princlpal taK due (Add tax from lines 15, 16 and 17.)
lQ, Creditl Spoulal Poverlv Crodil Prlor Paymenls
RIV-l!100 Lt+ (7.9<4)
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['0,., DATno" D IATHA"_. 12 131191CHICKHIU
If A SrOUUL
POY.RTf CllOIT IS CLAIMID [ I
flU HUMin
(I~'.,iI.
fi', SI\
,
~
fil
~
__ e, Tolal Number of Sofe Deposil BOKel
:215
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B~
.,
l!!
:5
~
c
fll
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(/i (,)
..,.
-
.K,.
It ___._........._______
1161.._
___>< ,06 II
--
117)
)( .15 II
.,
..
~
IE
..
u
~
....
(161
_.
Discount
Inlertlsl
.-
(19)
1201
+
+
20, If line 19 Is greatflr thon line lB, enhr ,he dlfferentft on line 20. This is Ihe OVERPAYMENT.
aD
Ch{.( k tWIll If you nIl' IlHluc\ting (I Hlfund of YOUI ovctf)(lym'Cnl
_..
21, IIline1B is grloler lhon l.inB IQ, enter Ihe differenco on lino 21. This;s Ihe TAX DUE, (21)
A. ~nlflt Ihe interesl on tho bolllllCO due 01\ Line 21A (ilA)
8. Enler thtt toto I 01 line 21 Clnd 21A lJn lino 718, This is Ihe BALANCE DUE. (219)
___ Mak~_ Ch.ck Pavabl. tOl R.g"'.' of Willi, ~9.nt ______.__._.__~..___._.__
==-===.20:')o.~.iisUR(TO.A~SW.!R:~ii.,QUiSfIO~S_ON R~yiis-iS!I>~~~D Tp_RlCHEt;K MATH' ..( :'<._____......_
Undor penalties of perlury, I docloro Ilwt I hove GKClminod Ihls rOlvrrl, Induding (l(co'l'lpanying schedulos and 'totements, ond 10 Iho best of my knowledge and bltll.f,
I il true, correct and complete. I declare Ihol all reo I 851\1lfl hm b(lCll roporlfld III trHO morkllt ...olue, Dflclaralion of preparer olher Ihan the pOrlonal reprlitsenlolive l.
;~9-.!.!~__?..n__~I!_i.~~?.I_m(H!~rl.o_! ~_h.i~.h .rr,~'pa.rer has_~_~y knowlfl.~_Qe._ _ __ .. .... _______._ ...._._..__ _.__.___... ..._.____._~"
'lIGNATUIH Of "~'O~f$PON$11Il1 fO~ 'IW~G IHH/RN A(WJ!:(5$ DAH
2n..<<:WJ. t~~] "..'1 c)-h..'u"'cOl>VI~t' ;J/..{h"I-II::;),,,.,..n 12(1::'.5.~n nn..:'<'.'J.~?d.n_.._
'>1Qj(f'A'{URf Of rAIl: OHH~ lIi~'-AfPA(StNTAtIVI AOOAH!." DATfY~ ij.J
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l,j./C;3- /0
aUAEAU Of INDIVIDUAL TAMES
IHtf.:RITAKCt: TAl( b'VISlOJr~
DOl. 1I060 I
HARRISBURG, II. I/aR-060l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TAM
APPRAISEHENT, ALLOWAHCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
0',-28-97
HOFOVC I N
12'20-96
21 97-0185
CUMBERLAND
101
[~~~,_~~:I_==~i.d -=3
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS L INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiEV: iiiljj- Eii - AF'P - i 0'3: 9'iT - NoYi c n\'F - "fNHEii iT AN-C E - TAX' 'lip PRAY Ii EioflfN T -; -,u.l-OWANC E - OR - - - - - - _m'" - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MICHAEL J FILE NO, 21 97-0185 ACN 101
If an a.....M.nt wa. i.lu.d previously, lin.. 14, 15 and/or 16, 17 and 18 will
renact figure. that include the total of ill return. allas.ed to dat..
ASSESSMENT OF TAX:
1&. AMount 01 Line 14 at SpQu..l rat. (1S)
16. A.aunt of llna 14 t.)(abl. at Un..I/CI... A rat. (16)
17. A~ount af line 14 t.)(abl. .t Colt.t.ral/CI... Brat. (17)
Ie. Prt~lp.l Taw Due
TAX CREDITS:
PAVHENT
DATE
MICHAEL J HOTOVCIN JR
4 SHERWOOD DR
MECHANICSBURll
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17055
ESTATE OF HOFOVCIN
TAM RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R...l Eat.t. (Schedule AJ (1)
1.. Stock. and Bond. (Schedule B) (2)
5. Closely Hflld stock/Partnership lntereat (Schedule C) (!)
4. Hortgeges/Not.. Receivable (Sch.dul. D) (4)
S. C..h/Bank Oapol1h/Hil(.:. Per tonal Prop.rty (Sch.dule E) (5)
6. Jointly Own.d Prop.rty (Sch.dule F) (6)
7. Tran.fars ISch_dlJh G} (7)
$. T(.It8l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
,. Funer.J. E)(pen.../Ad.. COlts/Hise. E)(p.n... (Schedule H) 19J
10. Oabta/Hortg.qa Llabillti../Lianl <<Schedule I) (10)
11, Total Deduction.
12. Kat V.lu. of Tax R.turn
15. Charitablu/GovarnMantal Baqum.tl Isch.dule J)
14. Net Value of Est.t. subjeet to rex
NOTE I
RECEIPT
NU"BER
DISCOUNT It I
INTEREST/PEN PAID 1-)
) C"ANGED
---:..!UL
157.0Q
.00
.OQ
2,138.0Q
.00
.00
18)__
4,369.00
1.558.00
Cll)
1121
CUI
114)
,00
.00
.00
M ,00.
M ,06.
M .15.
Ill)
AHOUNT PAlO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(.....
'*'
In lhlU I" tU"1
MICHAEL
J
DATE
04-28'97
NOTEl To inlura proper
oredit to your .(loount,
lub_it the upper portion
of thl. forn with your
tax pay".nt.
2,295.00
5.9" 1I.lL
3,632.00-
.00
3,632.00-
.00
,00
.00
---
.00
~OO
.00
.00
,00
---
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREQIT" (CRI, VOU HAY IE nUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
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RfSERYAnO.h E.t.tllf. of dlc'dent! dvlng on or blfar. Oeolmr 12, 1912 ~H, If lIMY futu,.. Int.rlllt In thl tUelt. I. t"..,.t.rred
In pa.....lon or enjoyaent to Cl,.. . (ooll.ter.l) bln'fIclarll' of thl dlcldent ,ft.r the IMplr,tlon of any ..tet. for
IlIa or for v..r., the C~..lth h.r.by 'MPr.~.ly r...r~.. the right to Ippr.I.. Ind .A.... trIM,f.r Inh.rltlno' rIXI.
It the IMlful ehll . (.ool1et'''IO rlt. on .ny luoh future .Int.r..t.
PURPOSE Off
NOTlCEI
PAMMY I
REFUND (tR) I
OIJECTIOHSI
ADMIN
ISTRATIVE
CORRECTIONSl
DtsCOUHT I
PENAL TY I
INTERESTl
To fulfill the rlquir...ntl of S~t1Qn 214(1 of thl Inherit_nee and E.tetlt 1u Aot, Act 21 of 1995. (12 P,S.
S.ctlon 9140),
Detloh th4t top portion of tnil NoUcl end .LiDIlIt ..Uti your Plyaent to thl Rlllht,r of Willi printed on tha r.v.r.. lid..
-~H.k' chtlok or .oney ord.r plIlYflbh tal REGISTER OF MILLS, AGENT
A refund of . hI( cr.dit, whloh Wat not r.qu..ted on th~ ral( R.tur'n, Ilay b. reque.t.d by oOIllPl.tlng an "Appl1olllUon
for Refund of PIM3ylvanla Inh.rltancl and E.tat. hI(" (REV-l]l]). App1JctlUDnI are avallabl. at the OHio.
of the A.gl.ter of Will., ."~ of the 21 A.v.nue DI.trl~t Off Ie.., or b~ calling the .p.elal 24Mhour
IN'I.w.rlne ..rvlo. nullbar. for forn oJrdarlngl In P.nn~Ylvlnla 1-8Q0-562-lOliO, outside P.nn'~lvanJ8 and
within loul Harrllburg .r.. (17) 787-a094, TOOlt (711) 712-2252 (HI.rlng Iapalr.d Only).
Any party In Jnt.r..t not a.thflad with the Ippr.I....n\' .110wllno. or (lh.11oNanc. of deductlona, Dr ........nt
of tal( (Including dl.count Dr lnhrut) II "hown on thh Notlcl au.t obj.ct within dl(ty (60) d.y. of r,cllpt of
thh NoUe. bYI
--wr1ttlln protut to the PA D.p.rt.lnt of Rlvlnu., Board uf App..la, Dlpt. 2alO?), Harrhburg, PA l1l28MI021, OR
--Il~tlon to h.v. th41 .attar d.t.ralntad at eudit of the account of the par.onal rapraaentativ., OR
--app..1 to thl Orphllnl' tour t.
reotual arror. dl.cov.rad on thl. a.......nt .hould ba addrM,..d in writing tal PA Dopartlll.nt of R.v.nue,
IurallLl of Individual TaI(Gl', AnNI Po.t ARlu..ant Ravl.w Unit, DIp\. ?806nl, Harrhburg, PA 17128-0601
PhoM (111) 787-6$05. S.. p.o' S of the booklet "In.tructlon. for Inh.l'1tan(le 111( Return for e Ruld.nt
DeCltdent" (REY-ISO)) far !In al(phnlt1ofl of .d.lnl.tr.Uvoh corr.Clt.bl. errors.
If any t'l( due II plld within thr.. (3) calendlr .onthl after the d.eld.nt'a d.eth, . flv. p.rCllnt (5~) dl.count of
thl tal( paid I. allowed.
The 15% tax .-n'Bty non-participation ponnlty II cOlllput.d on tha total of the t'l( and int.r..t .......d, and nut
p.ld bafora J.nuary 18, 19~b, tha flr.t dey eftar tha end of tha tll( .~..ty parlod. Thl. non.partlclpltlon
pan.lty It ftPp"lable In thll .n.a ..nnar flnd in the thl .... tI.. pari ad .. you would app..1 tha ta)l ftnd Int.ra.t
thllt hat baan ........d .. lodlcatad on this not1tllll.
Int.r..t It ch.rged b.glnnlng with fir.t d.y uf dallnqu.noy, or nln. (9) .antt,. .nd anI (1) day frMf tha data of
de.th, to thl d.ta of p.y..nt. T~I(I' which ~C... dellnquant before January I, 1982 b..r lnt.re.t at the rat. of
she (6X) pltrcant pllr annUlI ulcuhhd lit . dIllY r.h of ,000I61t, All tal(" which be"... d.1Jnquent on and aU.r
January 1, 1982 will b..r Intarolt .t ft rate which will v.ry fro. ,,"lend.r y.ar to cal.nder y..r with th~t rata
announc.d by the PA D.part..nt of R.venue. The appllcabl1 Int.r..t rat.. for 1982 throu;h 1997 .re,
'!!.!r lnt.r..t R.ta Dally Inter..t factor !!!r Interut RQh DailY lnt.r..t FlHltQr
uaz 20lC .00054' 1'1i17 9% . 000~41
1985 16~ .000418 1'188-1991 Ill( .000101
1984 lllC .000301 1992 9% .000241
1985 13X .000356 1995-1994 ,% .000192
1986 lOX .000274 1995-1997 9% ,OOOU1
~"lnt'r..t h o.l"uletod .. follow'l
INTEREST . BALANCE Of TAX UNPAID X NUNBER Of DAYS DELINQUENT X DAILY INTEREST fACTOR
--Anv Notice I..u~ aftar the tel( b.ClOIIaI d.l1nquant will rlflect an Int.re.t calculation to flftaen (IS) daYI
bayond the date of ttw ......unt. If p.yHnt II lade after the Jnhr~.~ cOIIputetlon d.t. .hnwn on the
Notlca, additional Intar..t Ilu.t b. c:alculltitd.