HomeMy WebLinkAbout97-00204
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I 'OR DAlIS 0' DEATHAmR 12/31/91 CHICK HUE
I' A SPOUSAL
POVIRTY CREDIT IS CLAIMED I I
PILI NUMIU
I ,)( (( /
ICOIJN1Y COOl YfAR
(JIll i)ii.jf~- ttJ'MriHf AtiOHP;';--
INHERITANCE TAX RETURN
RESIDENT DECEDeNT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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Iil
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(OM~ONWEAL1tj Of 11fhlNSYLYANIA
DEPAltlMtNT Of R~VENUf
O!rl "0601
HARIlI$'U~Q, rA 17120.0601
Dm6it41~! NlM't '(l..\'-~T"lIRSf, A-t~O MI'DOlllt~I'i^li.------'-----...~n
Frost Bonnie J.
'~~A~~C~~\~'~i~i~'7- ..... I"~;'; I' ~'~1'9 6 II'~,'I ';' ~I'; 91 0
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iii I. Oolglnal R.'",n
In) 4. llmlt.d ellal.
I ! 6.
_~ 8. Tolal Number of Safe Depolit BOKOI
(\,~I~I
NlIMRfR
528 Mountain Road
80iling Springs, PA
(''''''(C\lmber land
I 'MOUN! '"1''' (, 1'(( 'NmUClln!"1
17007
:ilffi
.""
"':0:
Elf
r I 2 Supplomental Relurn
! I 40. future Inlerell Compromhe
lIar dOlol of dealh after 12.12.82)
Decadenl Died Te51ale [OJ 7, De(edonl Mainlained C1 living Trutl
IAllacil copy 01 Willi IAllach copy 01 Trull)
ALL'C;ORRISPONDENCEAND CONFIDINTIAL TAX INPORMATION SHOULD II DlliiCTlD TO, ---"-'-'-'-
NA~'~~hOnY .~,. DeLUci!, Esqu~~e --.......--.lcf~~iT~~~GnA~D"~Str:~t ----.''-- ,,,.' -
""'HOII' NUM.f. P.O. Box 358
l7J.7)_256::.611-44~__~- =, aQil.i1!9c,SpJ:ing~,.=,.P.A=~7Q.o.7"
I. R.al e"a" ISchedul. AI II I . ...0-
2 Sla"k1 and Bond. ISchedul. BI 121 -.0-
3. Clol.ly H.ld Stack/Pa,'nerlhlp Int.'." ISch.dule q ( 3 I -0.-
4. Mortgage. and Noles Receivable 15chedule 01 (4)- O~.__
5. Calh, Bonk DeptHih & MI5telloneauI Perlon,,1 Property (5 I 29,543.1-2
ISch.dul. !I
6. Joinlly Owned ProplcHty (Schedulr fl
7. T ,anti." ISciled"l. GIISch.dul. II
8. 10101 Grou Aile" ltolal tlnel \.7)
9, Funeral EKr.enles, Adntlnhlrotlve COifs, Miscellaneou$
EKpenles ISchtldule HI
10. O.bil, MOrlgagelioblllllOl, LI." ISch.dul.11 (101 ,L.3,4A,~'L,_..._,__
II. T otol O.d",lIa" 1'0101 lln., 9 & I D) 1111 .."_6,,,,852.7.8.
12. Nel Volu. 01 ellal. (I.In. B mlnulllne III (121 .._22.,.69.11,,3,4
13, Charitable and Governmental Bequel" (Schedule Jl 1131 ..._"_____~.Q~..__.
14. N., Valu. Subj.cI 10 Tax ILln. 12 mlnullln. 131 . (141 -..22, 690..34.
.~____.__._________._..~_____~.________~_________t::::!.__.._.._.__ _____
15. Spaulal Tramfen lfor dales of dealh olter 6.30.941 .~ O-
See Instruclioni for Applicable Percentage on Revene P51 . ._)C, ...1:1
Side. lInclude valuel Irom Schedule K or Schedule M,l
16. Amount of Une 14 laxoblt'l at 6% rOle
llnclude values from Scht.rk" V or Schedule M.l
17. Amount of line 14 tOKOb)e at 15% role
(Include values from Schedule K or Schedule M,l
18. Principal tax due IAdd lax from Ul'le5 15, 16 and D.j
19. Credili Spou501 Poverly Credil Prior Poymen"
[I 3
[J 5
Remainder Relurn
(for dalfli of death prim 10 12.1 :)-(121
Federcll eslate Tax Return Required
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III
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(61,
171
-..~ 0 ~--
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(91
. A,..9.06,.lL4.,.__.____
18 I ..._?lL~_Uf,H...
(161
:!2L690.H.
..1,-361..4.2
)( .06.
1171
n...-O-..
)( .15 ~
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co
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co
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...
(18)
1,36..1 .42
Discoun!
InlereU
+
+
i19)
(20)
-0-
-0-
20. If line 19 is grMtel' Ihan Une 18, linter !htl difference on Line 20. Thi5 il tho OVERPAYMENT,
IIi']
(h(Jd~ hOf(! If you att! requosting 0 rcfvnd of OUI ovcfpayment.
1,361.42
-0-
1,361.42
21. If line 1 B ii greoler Ihon line lQ, enler Ihe differonco 011 line 21 Thi; i. tho TAX DUt:.
A, Entflr the inlfHtlsl on Ihe bolonco due on line 21 A
e. (nlet Ihe 10101 of lint! 21 and l1A on line 216 Thi5 is !he BALANCE DUE,
Make Ch.fk Payable to: Regl'hH of Willi, Agent
1211
121AI
121BI
___~.__,,=:===~~IlH~,IlIio~_:_Ns\i.iERALLQuE'sfioN5i:iNRE\illsT$j~iiA-~DT~RECHECK - MATtt--~ ..c.'-~'--'-=----"
Under pena(tlftl of parjury. I doclCH8 IhQI I h'lvfl flIwminfld Ihi~ rfJlllln, includinf (lC(ompanyinH ~dHldul()~ nnd .slalom8nh, and 10 Iho bft11 of my knowledge and belief,
"~'s Ir e., (or..rec! ond tOm. pltlto"..' dtlc.IOfetho! 011 r(lCll 0\101(1 11(..11 befln fopOrle( 01 t~Ufl rnnrkel yaluo DOdnrOI.lOn 01 propor8r olhllf lhan Ihe personnl reprlHenrolive i~
bm. '." _~.~.'.I.I..f_orma II~n ~I . '. p.'"ti" r 110, ony knowledgu. . ... ..' .
~! llH 0 f~S(H~ f5 }Il[ Ii ll~ ~r.lURN AI'PR~<. _ '// _ '/11'~ _A J'. [1Al!
_ ,_. ,qOIJI~) So7t'I'1{VIi/,!tltVl,Jj I.YNM.i.C",('a...,/ifo,rl '::It'll.")'r.
JiIl.AlU. OF "."ARI.'.':~.."st;..~.~ '}!A"" .' ".""R1\\ L). r". -,,,,, J n /n T"rbf-. 't ,S~. '. '''If~.. ,t.
t:u~Y' Id,djC~'~cylY '"(';'d(,('o r'~Vft;6'~/fL<J'lr7<r()'r. rjrJ'/17.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
101
Richa.rd J. froe t, Jr.'m_. _...~_.. m_.__._.. 'm' ...
being duly .liworn. _ .ccording to law, depo... and .ay. that ~. .~l.a_.the_. .....m.. ...
Administrator of the E.tate of .._...13.Cl..n.~e.i!...__!,:.ro~._.__...__._ .....__.
l.t. of ~ Sou th Middleton Township ._, Cumberlend County, Pe" d.cee..d .nd th.t the
within Ii an inventory mad. by him _._._, the ..ld.AdmiillJitr.llto.r_
of the entl.'e e.let. of ..id doc.d.n!, con.1.tlng of .11 the p.r.onal prop.rty and reel e.tate, exc.pt r..l .stat. auhld.
the Commonwe.lth of Penn.ylvania, and that the fi9ure. oppo.lt. each It.m of th. Inventory repre..nt It'. fair value
.. of the date of d.cedont'. death,
Sworn .nd .ub.cribed bofore me,
. Ud- (&~/~/fgp(:J
E"'"t(-.~-"mlnl..r.t.r ( ..
._--~~
Oat. of Death
'It a e I
Marjorie 1\. DeLuca. tory Public
South Middlelon Twp., Cumoorland C.ounty
My Commission EMpires Nov. 1, 1999
Member, Pennsylvania Association ot Notaries
.12th._ .... ..._. m_.m..___.__ ._.NOllemberr_.._._~___h__._..1.9.96
DflY Month Vear
5,2 8 .Mo.un tai.!.U~oa9_.____ u.___._ ..__
Addre..
Boiling Springs, PA 17007
INSTRUCTIONS
I, An inventory mu.t be filed within three month. alt.r appolntm.nt of personal repre.entatlve.
2. A .upplement Inventory mu.t b. flied within thirty day. of dl.covery of additional ....h,
], Addltional.heeh may b. attached a. to personalty or realty
4. See Artlcla IV, Fiduciaries Act of 1949,
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
8UREAU ~f INDIVIDUAL TAMES
IHunUlAIoiCf TAlC UlvtslON
DEP1. 110&01
1l4RR1 SBUAO, PA Illla"DIlOt
NOTICE Of INIlERIT ANCf UM
APPRAISEMENT, ALLOMANCE VR DISAlLOWANCf
OF DEDUCTIONS AND ASSESSMF.NT OF TAM
DATE
!STArE OF
DATE OF DEATM
FILE NUMBER
COUNTY
ACN
f.- ~~~~~~~tod. --1
MAKE CHECK PAVABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
R ifV'; i serf" Eif -A F p"" (o'ii:97"i" NOW C E - -oF" "INHER-i T AN-cE" "fAx - A P PRAYs Ei1itiT": -A L L oiiiliic E - iiri -"" - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMRNT OF TAX
BONNIE .1 F'ILE NO. 21 97-0204 ACN 101
ANTHONV L DELUCA ESQ
113 FRONT ST
PO BOX 358
bOILING SPRINGS PA 17007
ESTATE OF
FROST
TAM RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING-FUTURE INTEREST - SEE REVERSE
. .
APPRAISED VALUE OF RETURN RASED ON: ORIGINAL RETURN
1. R..l EQt.t. (Schedule A)
1.. Stocks ftnd 80nds CSch.dul. 8)
3. Closely Held stock/P.rtn.r~hip Int.".lIt (Sch.dulll C)
4. Hartg.gal/Not.. Raceivable CSch.rlul. D)
S. Celh/8.nk Deposita/Milc, Personel Property lSchedule E)
6. Jo~ntly Owned Property (Schedule f)
7. Tran.fa,.a (Schedule GJ
e. Tot.l AI.et,
(ll
(21_
(3)
C41
151
16)
171_
11-03-97
FROST
11-12-96
21 97-0204
CUMBERLANO
101
CHA~lOED
.00
,00
,00
,00
29.543,12
,00
.00
CI)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. FunMr.l Exp.n.../Adn. Costs/Hilc, Expans.. (Schedule H)
10. D.bt./Hortg.g~ Liabiliti../li.nl (SchadulM Xl
11. Total O.duction.
12. N.t Valu. of Tax R.turn
IS. CharH.bh/Go\,.rnM.ntal BaquuhJ Non~.hct.d 9113 Trult. (Schachtl. .J)
14. N.t Valu. of eat.t. Subj.ct to Tax
Non::
RECEIPT
NUMBER
AA211566
DISCOUNT 1 + )
INTEREST/PEN PAID C-I
,00
(9)_
(10)
('
,/
*'
lfY.li., r. '" Ul.l/I
BONNIE
J
DATE
11-03-97
NOTE I To inlurw prop."
credit to your Icr.ount,
IUbllH tn. upp.r portion
of tnil forll with yo!.,r
tax pay...nt.
29,543.!L
4,9 DB, 54
1,944,24
Ill)
1121
113)_
1141
,00
22,690,~4
,00
M ,00,
M ,06,
)( .151;_
(18)
If an aSlesBmBnt was iBluBd praviouIly. lines 14, 15 and/or 16. 17 and 18 will
reflact figureB,that include the total of ~ returns aBseiled to date.
ASSESSMENT OF TAX:
15. Allo~lnt of Un. 1~ At Spou.al r.t. (15)
16. Altount of lina 14 t.xabl.. .t lin..l/Cl... A rat. (6)-
17. Allount of Lin. 14 tax.bla at Collat.ral/ClalM a ...t. (17)
18. PrIncipal Tax Dua
TAX CREDITS:
PAYMENT
DATE
07-23-97
AMOUNT PAID
i.361.42
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~ .R~l 78.
22,690,34
.00
22.690.34
.00
1,361.42
.00
1,361.42
'_'''; "2_~
.00
.00
.00
---~
. IF PAID AfTER DATE INDICATED. SEE REVERSE
FDR CALCULATION Of ADDITIONAL INTEREST,
If TOTAL DUE 15 LESS THAN II. NO PAVHENT IS REQUIRED.
If TOTAL DUE 15 REFLECTED AS . "CREDIT" CCR), YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE Df THIS FDRM fOR INSTRUCTIONS,I
"
,
,
{)U
RESERI/ATlOHI Elbt.. of d.c.alnt. d~lng on or befure Dlo..b't 12, l'U ~~ If .ny future Int.t!..t In the ."at. 11 trlnl'trr,d
In po.....lon or ~Joy..nt to ell... (ool1lt'rtl) blntf1ollrl.. 0' thl d'Oldent Ut.r the IMP'ration of any .,t,h for
11'. or for y,.rl, the COMOnw,.1th hl"bV IMpru.h r...rvII the rl~t to ."prltt. and ....'11 tr.n.',,, Inh.rlt.nol Tall"
.t th. 11""1.11 CI... I (coU,t'rlll rlt. on MY .uoh future Inhr..t.
PURPOSE Of'
NOTICE 1
To fulfill thti r.qult...n" of Slotlon l1~D of the Inh.rltenc. Md Eltat. laM 'at, A(;I Zl of 1995, (72 P.I,
SleUon 91401.
PAYHENTI
Detlch the tup portion of thil NoUell and tubett with vour pIV..lnl to the RIght(,
.."_. ~h'Clk or eonlV order plyabll tOI REGISTER OF MILLS, AGENT
, Mlllt prlntld on the ,..wlr.. .Idl,
REFUND etR)1 A r.fund of. tu (It.aU, which was not r.qu..hd on th. TIIw R,turn, May b. l'Ulle~ltol/J bY co,pletlnl en ".pplloatltln
for Refund of Penn'YllJ.nle Inh.rltanc. Ind E.tate Tall" (REV-l5U), "'ppllo.tlon. I1r. IIvlIllabh .t th,OfUo.
of thl Re,i.ter of WJlh, any of thl 23 Rev.nuI Dhtrlc:t Offlc.., or by call1n. I". special Z'-houl'
1In....erlnll ..rvicI rn$b.r. for for.. erd.rl"lIl In Pannsylv.nla l-enO-362-Z0S0, I)uhlde P.nnsylvanla mnd
tllthln 10011 H.rrlsburgl'll'''' (7171187-8094, TDD' (1171 nZ-ZZ!iZ (Hllrln, I.p.ired Onlyl.
OIJFCTlOHSI "'ny party In Inter..t net ..thfl.d ~1th th-ol apprahaunt, 1I11ewanc;1 or dls.llow.nc. of d.ttuotlefl.. Ill' ........nt
of hI( (lncludint dho~t or Int.r..t> u .how!l nn this Notlcl IlUlt obJlct Hlthln sikh (60) dlYS of r.oalpt of
thh Hotlol bYI
--lifrHtan pretut to the PA n.part..nt" of Ae"'lnUI, leiI'd of Appnls, nlpt. 2810Z1, Hlrrhburg, PA 11128-101,1, OM
--IlIKtlon to hll"" the ..ttar d.terained It audit of tM aocount of thl perllt/n.l rflpru.nt.tI...., OR
h~l to the Orphans' Court.
ADMI"
rSTRATlVE
CDRRfCTtOHSI
Factual 11'1'01'1 dlsoover.d on this ........nt .I''lrlldd b. addruud In writing tOI PA Dap.rtltent of R.vlnu"
luraMl of Indlvldu.1 Tawea, ATTNI Po.t ......."'", i Aevl.w Unit, Ollpt. Z8060l, H"'rlsburll, PA 171Z8-0601
Phone (117) 787-6505, 5.. pag. 50 of thl booklat "Inatructlons tor Inheritanel Taw R.turn f:)r I Ruldent
Doc.d.nt" (REV-lUll for an awpllnllUon of ad.llnu.trlltlv.h corr.qtabla .rrors,
01lCOlJr4TI
If any tlW dua It p.ld IIItthJn thr.. (I,) calendar .t/nths aft.r the d.nedlnt', d.ath, a fill. fJ'rolnt (5%) dltOQunt of
the hw paid It allowld.
PENAL TV I
The 15:< taM ..,..ty non.plrth:lplltloo penel ty Is cOllf.'utod on the totll of the taw Ilnd Intarl.t ......ed. and not
paid bafora Januarv la, 1996, thll fll'lt day IlIft.r the .nd of tha hw a.n..tv p.rlod. Thh non.pllrtloJpItlon
penllty II IPp..hbl. 11'1 thl .... IIl1nn.r and In tha the .IlIe till. p" lod a. ~ou lIIolJlu appul th. taM end Jntarl.t
tholt h.. bun .......d .. Indh:at.d on this notice.
INTEREST I
Int.rut II charg.d blglnnlng with flrllt dillY of dlllnqu.ncy, (I" nhla (9) Ilonth. 8O(.l on. (I) day fr~ the date of
d.ath, to thl dati of pay.ent, lawu which ble... dalinquant blfor. J.nu.r~ 1, 1912 b.ar lnter..~ 8t the rata of
alK (6i0 parco"t plr flnnu. calculatld ftt a dalh rllll of ,0001'.... All tlM.. which blu", delinquent on Me! after
Jenu.ry I, 191;:- 11I111 bear Interut.t II ntt. IIIhlch wlU var.,. frOIl ealandar vnr to ul\fllndar y..r IIIlth thlt rate
ltnOOUnCIact by the Pl nlpart..nt of fI,vlmu.. Thl .ppl1clbl. Internt rat.. for l'"Z throyth 1997 lral
~ Inter..t Aftta Oelly Interut rllctor :!!!r Inter..t Rite Ually Intlr..t Fletor
1982 lOX .000S41 19., 9% ,OOOZH
1985 16:< .00001 1\1.1-1"1 11:< ,000501
198, llX .000SOl 199Z 9~ ,000tU
1915 15X .00D356 1993-1994 1~ ,000191
1986 lOX ,oa0174 19950-1'" 9~ ,000Z47
~~Intlr..t h ol1cul.tld .. follow'l
INTEREST' IALANCE OF TAM UNPAID X NUHIER OF DAYS DELINQUENT M DAILY INTEREST FACTOR
~-'ny Notlel 1..U4d aft.r the tQW bloo..a d.linqutnt will r.fleet an Int.r..t o.lculatlon to flft.-n (IS) ~.y.
b.yond the d.t. of the .......lH\t, If ply.."t It lade .ftll' the Intll'..t cCMlpUt.tlon det. .hcM'l on the
Notice, IIddltlonal Intaralt ...t be c.lculated.
STATUS REPORT UNDER RULE 6,12
Name of Decedent: Bonnie J._~t
Date of Death: 1/./ ,J - tf'~
Will No, 1997-00~O4. Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the follow.i.ng with respect to completion of
the administration of the above-captioned estate:
1. State whether administrat.i.on of the estate is complete:
Yes_.li:_ No___
2. If the answer is No, state when the personal
representative reasonably believes that the adminietration will be
complete:. .______
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes.._ No_.lL....
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 interest7 Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Da te : -JL/..1f:17-
~ . ~/()~.
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19naiutf--
_1ill.\;.]]QDV L. DeLuca, Esquire
Name (Please type or print)
113 Front Street
P 0 1'\(w...3.5..B..,.. Rni 1 i n~ Sprinas. PA 17007
Address
-,
"
(717) 258-6844
Te l. No.
Capacity: _____Personal Representative
(MAH rrmfl AM3)
~Counsel for personal
representative