HomeMy WebLinkAbout97-00210
I:, ,II".) (I' 'OR DATl5 0' DIATH Afl'IR 12131/91 CHICK H."
INHERITANCE TAX RETURN ~oA,,::$,umDIT ISCLAIMID II
RESIDENT DECEDENT fill NUMIlR
(QMMO"WEAllH Of PlNNSVlVM'" (TO BE FILED IN DUPLICATE ....../
DfI'ART~IENl Of REVENU[ 0
HARRlSfJ:~, ~~0\1:"0601 WITH REGISTER OF WILLS) COUNTY COPf
... 0 ~ y NEL~' ~A:-i~~i;:;," MIOOI;'N''';:''------'--~--l-- '6f(fPP;"~ ~O~~:-::~~ D,'lve
lfj ,oe"IIfCUOIiv Nu..;;I.--'-- -IO'i'0, 0"'" j""'O{II"" -. Carlisle, P A 170 t 3
~ 717-10-6678__. ___ p~_~ct. J9]967APr.19J6 . cooo'r'g\ll!lb~r!!!D_'L___':twld_k2i;'j__.i1l!..<L j
._.:.__ ':~'~::~:~o ..0:.::"" '"'' ':'~~'~':':~'_ :"., :U",":M'" . AM:UN1.,,"V'~~~'~~:C"0"SI ______.__._n_:_~
IJ 2 Supplem,,"1 Relu," U 3,
[J 5.
fl:fV.1.500 El{+ (7J/AI
l!!
~158
'" 9
u ..
:315
"f:>
Sf
fJ 40, Future Inlllflltl Compromis"
(la, do'" 01 deo'h after 12,12,821
("] 7 Decedent Mainlolntd a living TruU
- (AIlach copy of TrUll)
.INt1ALTAX INFORMATIOwa"~ULD BI OIR_1) TO, "."It '.
CQMPl TE M.4.ILlNO "'00 ss
5 South Hanover Street
Carlisle, Pa 17013
1, Reol E.ro'. IScoedule A)
2, S'ock. ond Bond. ISchedul. BI
3, Clolely H.ld S'ock/Por'norshlp III,oro" ISchedul. C)
4. Mot1gogel and Not" Recolvable 15th.dule OJ
5. Calk. Bank Depollh & Miscellaneous Perlonol Properly
ISch.dul. EI
6, Joln,ly Owned Property (Schedule FI
7, Trontlers ISchedule GIISch.dulo II
8, Total Gron A..,,, (Iololllo.. 1.71
9, Funeral Expen'I', Admlnhtfallve CoollI, Milcellaneous
E.pOnlll ISchodvl. HI
10, Dobh, Mor1gog. lIobilIUe., 1I.nl ISchodvl. I)
11, To'al D.dvcllonl ('o'ollln.. 9 & 10)
12, Net Value of e.tate (lln. 8 minus Une 11)
13, Charllabl. and Governmental Bequtlh (Schedule J)
14, Ne' Volu. Svble" '0 To. IlIne 12 minus lIn. 131
15, SpoUlol Tron.fors (for do'el of d.o,h oft.. 6,30,94)
S.. Inslructlons for Applicable P,r(tnlogl on Rever.. 115)
Sid., Ilnclvdo yolulI from Sch.dul. K or Sch.dul. M,I
16. Amount of Un. 1.4 taxable at 6% rale
Ilnclvde yoluOI from 5ch.dvle K or Schodul. M,I
17, Amounl of Unt 14 taxable 01 15% rale
(Include valu.. from Schedule K or Schedule M,)
18, PrlnclpalloK due (Add 101( from linea 15, 16 and 17,1
19. Credlll Spousal Poverty Credil Prior Payments Discounl
._.___.~._.____.__ + _.._~_~__ __'.._... + .,___._m..._..__.
*'
..9,
,
LXII
[J4
U6
Original Ralllrn
lImlttd Eltate
lflEPHONf NUMBER
( 717 L
24b'i1U&..
..
5!
5
~
b:J
..
z
5!
Ii:
...
i
.
'"
u
::!
...
Cl'l
,;)10
YEAR
NUMBER
Remalneler Return
liar do'.. of doo,h prior '0 12.13.821
Federal Eltate Tal( Rtturn Requlrfld
._ 8, Tolol Numb.r of Safe Dtp0111 BO}(I!II
-W~ITM
' _,"- ' '-~'l.':! --.
",' "\t'-'--- .,
"~ft
,-
III ,......_,___. ".. ,-,----.
121__________
131-
(41_,_.._"..________._
(51 .._.___Hl.93~_'__~Jl_
I..j
.J
__1:0
,1. m
'.(1 ()
, "
.
~'-.J
I
'"
( 61__.___,___,_____
(71 ----,--..-----..---
14,078.75
.i
\,J
(i!' ()
~
1~.938.~~__
181
,~
_,_I
( 91__.
1101___,
(111
(12)
(131
(141
14,078.75
( 14!!~I.L
(14.0.17 )
)(,----.-
1161
x ,06 .
1171 ____."'_.._"'_.._,_x ,15 .
(181
Inleresl
20, If lint 19 II grtal.r than Une 18, .nler Ih. dlHetence on line 20, Thillllhe OVERPAYMENT.
IIU
(191
1201
tt\l'( ~ 1".'11' If YOll Or(' f('qul'!ollng rl H,lljnll of yom oVl.'f.p~ynH\nl
21. If Une 18 is grealsr Ihon Une 19, enler Inll difference on linlt 21 This illne TAX DUE,
A, Enle! Ihe inleres! on Ine balance due on line 21 A
(21)
121AI
121BI
D'Ai{"
~PS_-,-lf].ll..
.:;jJ),S 1997
--'''-f.--'~---
8, Enler Ihe 10/01 of Une 21 and 21A on line 21 B, Thil illhe BALANCE DUE,
Ma~. C~..ck. Pavabl. tOI Aegl~.t.r o~ Wlll,~ Ag~~.!__..__"____._..______
L' "i;{"p~,." IE SURE 'l'OANSvmA~L QUESTIONS q~ REVERSE SIDE AND TO RECHECK MATH <II( ~;:~ii:f.""'it-1>:~~r~
~r.,der pflnaIU., of perjurr, I d~doro Ihol I have examined Inil relurn, including Q((omponying ,~hedules and "alements, and 10 Ine bell of my knowledRfI and bell.f,
1111 IrUl:l, correcl and complele, I declare Ihal 011 reoleslole has been rapar/lld 01 true morkfll valua Declarotion of preparer other Ihon Ine perlonal representative h
baled on alllnfurmallon of whicn preparer nos any kpowledge.
5lM}~W) or.';fP;ONR(!.'1N1'IBiJf~fHMO)~'ETUIiN'---"\,A(lDR~S--- -- ,,' -- ... -----------~ OAIT
'~Ll.. c~Jdl0f__.../L9t" Ii i \ j}91ShcPlvoorl D/'" CUI'ILslc, I'A 1'1013
SIONAT ~E Of PI!EPAllfR OltlfR TtjM~ IIfPRf!.fN'A1IV~ AO()RE~~
_.._..__tG.~~1_~~ u7>,_ 5 S. IIl11lOvch' St., Cu/'lislc, "Al?013
.fVUll!h (1,841
rkTAU"'OF
ITEM
NUMBER
A.
B.
4.
C.
1.
2,
3.
4.
5,
6.
7.
8,
~:Jt'9"
,....-Yf/I:No
COMMONWfAlTH OF P~NNSYlVANIA
tNHEIHT.NC[ T....l( flUURN
MUIDfNl DECf(>ENl
l SCHEDULE H I
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND I
_ . MISCELLANEOUSEXPENSES_J __~_ Ploa.o P~.')t ~!1Y.e.o..
" - -------.--'rtTNUiilIfR
LYNELL W. WOLF
,._J..___,~__"
DESCRIPTION
AMOUNT
1.
Funeral Expon...,
Hoffman-Roth Funeral Home, funeral services
Carlisle Memorial Service, Inc., lettering grave marker
5,987.50
630.00
1,
Admlnl.tratlve Cathl
I Por.anal Repro.ontallve Commissions
Social Security Numb.. of Personol Ropre.ontallve:_
Yoar Cammlsslon. paid
2.
Attorney Fee.
500.00
3,
Family Exomptlan
Claimant
Address of Claimant at decedont', death
Streot Addro..
City
Zip Cado
Rolallonshlp
State
Probato Feos
MI.eollanoout Expon.o..
Homesteaders Life Co., pre-arranged burial expenses for spouse,
Edith V. Wolf
J. J. Skelton, fuel 011
6,002.00
240.64
54.04
6.29
14.54
1, 74
2.00
PP&L, electricity
Bell Atlantic, telephone
The Sentinel, ad to sell Chevy Blazer
Wal-Mart, "For Sale" signs for Chevy Blazflr
Notary Public fee
Rubbish removsl
130.00
TOTAL (Allo enle, on line 9, Recopitvlolionl S
(If ma,o .paeo I. noodod, In.ert addlllonal.hooh of .amo .11..1
/'j-/ (, c') ,"
BUREAU OF INDIVIDUAl. TAKES
IHHUIUNCl UN OIVIUOH
O!:PT, 1.10601
HARAn.UNn, PA l1lZl"0601
COMMDNWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
.
~
NonCE OF INltERlTANCE TA~
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENr OF TAK
05-12-97
WOlf
10-26-96
21 97-0210
CUMBERLAND
101
E--'..A-MounCIiO;Ii'tod--.-3
~.- . -_..."""~
-------.---"----
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, fA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YDUR RECORDS ~
R 'EV: iilW OEX"j. j: p - i 03:97 Y - Noi'i C E - -ciF - "iNti! iii T ANC E - 'fAx - ;'-P' PRA- i SEifENT -; - j. L l"ciiiAN-c E - iiA' - - - - - - 0 0 0 0 0 - 0 - - --
DISALLDWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
LVNELL W FILE NO. 21 91-0210 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
FREV . TIlEV
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF WOLF
UK RETURN WAS: (X) ACCEPTED AS FILED
REflERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Ect.t. CSchadul. A)
2. stucki and Bond. (Schedule BJ
5. Clo..l~ Hald ~tock/P.rtn.r.hlp Inter.at (Schedule C)
4. Harte.u../Hot.. Receivable (Schedule DJ
S. C..h/Bank O.polits/HiIC. ~.r'o".l Property (SChedule E)
b. Jointly Owned Property (Sch.dule F)
1. Transfers (Schedule Gl
a. Totel Alleh
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~p.n.../Ad~, Ca.t~/Hi.c. E~p.n... (Schedule H)
10. Olbt./Hortgagl Li~bilitia./Li.n. (Schedule IJ
11. Total Deduct iona
12. NIt Value of Tax Return
l~. Charitable/Government.l aequ'lts (S'hldula J)
14. Nat IJII1ue of Estat. Suhjaot to rill>:
If In I.....ment WI. i..ued previou.ly, line.
reflect figure. that include the totll of ~
ASSESSMENT OF TAXI
16. A~ount of Line 14 .t Spous.l rata (IS)
16. A~ount of Lina 14 taxable at Lineal/Cia., A rat. (16)
17. AMount of Lin. 14 taxable at toll.t.raI/Cl.,. R rat. (17)
la. PrinciPII TIX Du.
TAX CREl!lTS I
-PAVHENT-f
DATE
---
NOTE:
RECEIPT
NUHBER
DISCOUNT (')
INTEREST/PEN PAID (0)
) CHANGED
ll)
(2)
(5)
(4)
(S)
(6)_,
(7)
.00
.00
. 00
,00
13,93B.58
.00
.00
(8)
*'
In'l'" U." lOl.I11
L VNEL L
W
(9)
110 I
14,078.15
,00
(11)
(12)
(15)
(14)
DATE
05-12-97
NOTE I To in sur. proper
oredit to ~our account,
I~~it the upper portion
of thil for. with ~our
tal( p.~~ant.
13,938.58
14.078 7~
140,17-
,00
140.17-
14, 15 and/or 16, 17 8nd 13 will
return. ...u.ld to date.
.OOK'OO. .00
,OOK.06. .00
.OOK.15. ,00
(18) .00
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
-----
TOTAL DUE
~
.00
------ :~~ -
. If PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTERESr.
If TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
If TOUL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF TltIS FORH FOR INSTRUCTIONS.)
,
,j
i
I
I
i
I
1
RfSERIJATJOfU
PlJRI'1lIE OF
NOnCE,
PAVHENT,
REFUND (eR) I
ll'\
L',t'.('
'ILL
U ."?
"=;'
-
r~
0\
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;2
, I~O~;
cc.
p:;
{l) ~
(.)8
Ethtl. of dtcltdttnt. d~Jnt on or tHlfor. o.cIlllHlr 12; 1912 u if any future inter'I'l 1n tM o.t.to 11 tran,flrrld
In pOlsa..Jon or .njoy..nt to Cl.., I (0011at.ral) bln.flcl.ri.. of thl dlcldlnt .ft,r t~. IMPlrttlon 0' anv .,tat.
11'. or for YI'r., thl Co..onwellth hareby l"pr...1V rllarv.. the right to ."ra',. end ...... tran.f.r inherltlnGl
at tM 1...'ul tlu. I (/lolht,ral) rllt_ on any such lutur. Int<<r..t.
f.r
TaMo.
To fulfill thl r.quirt-.nt. of Slctton 21~b of thl Inherltano. and E.tat. Tax Aot, Aot 21 of 1995. (72 P.I.
hctlCM1 91401.
Datlch the top portion of thl. Natlcl and tub.lt with your Ply..nt to thl RI,l.'tr of Will. printed on thl river.. .Id~.
--"akl cMck or IIOnay ordlr plyabl. tOI REGISTER OF MILLS J AGENT
A refund of . t.w cr~lt, which ~I' not r.que.ted on the TIM Return, .ay b. reque.ted by coepletlnJ en "Appllcltlon
for R.fund of P.nn,y!venlill Inheritanc. and Ewt.t. hM" (REY~U15), Appllc.tlon. ar. Iv.Ulble It tM Offla.
of the Rlli.t.r of Will., any of the 25 R.v.nu. Di.trlct Offlc.., or by caillng the .p.cllt 24-hour
."....rlng ..rvlce ~ullberl for for.. orarlngl In PlInnlylv."ta 1~IOO-36Z~ZOSO, outDid. Pem.ylvW1la and
~ithln locIl Harrl.burg ar.. (111) 111-1094, TDDI (111) 112-2152 (He.ring IIPalr.d Onl~).
OIJECTJONSI Any plrtv In Inter..t not .atllfl.d ~Ith the .ppl.i....nt, .110wlncl or dl..11ow~c. of d.ductton., Dr .w.....ent
of tlM (Including di.count or Int.r.,t) al .hown on thl. Hatlce IU.t obj.ct within .iMtV (60) dly. of rec.lpt of
thll Notlel bVI
ADMIN
ISTRUIYE
CORRECT IONS I
DISCCMlT I
PENAL TV I
INTEREST I
--written prot..t to the PA Dlpart..nt of Rlv.nu., Board of App.al" a.pt. 2el021, H.rrl'~lrg, PA 11121-1021, OR
--.llctlon to haIJI th.. Ill.tt.,. dat.r.Jn.d at audit of thl account of tha p.r.o"al r.pr..ent.tlve, 0"
--appall to the Orphftn" Court.
faotual arror. dl.coIJar.d on thll ....D.~ant should ba .ddr....d In writing tOI PA O.pertoant of Ravanue,
Bureau of IndlvJdual TIM.., ATTN: Pa,t A.s.....nt RavJaw Unit, D.pt. 210601, Harrl.burg, PA 11121-0601
Phontl (11) 111-650S. Saa p.". 5 of tha baokllt "In.tructlon. for Inhlrltanc. filM R.turn for a R..ldant
Dec.dant" (REY-ISOl) for an .Mpl.n.tlcm of 'dIllnl.tratllJ.lv correot.bla arror..
If eny tlM due 1. paid within thrle (3) callndar lonth. .ftar the dec~dent.. daath~ I fJIJI Plroent (5~) dl'cou~t of
the t.l( pald 11 .llow.d.
The 15X tax ..na.ty non.p.rtlclp.tlon plnaltv 1. co.putld on thl tot.1 of thl taM and Intlrl.t ......Id, end not
peJd b.fon Jenullrv 18, J996, the fJrst day aftar the .nd of t11. t.M allnllty plrlod. Thll non-p.rt1clpation
p.nl1ty II IflPIIlabll In the '~'I ~"In.r and ~n tha thl 11111 tI.a Plrlod 8' you would Itpplll the bw and Int.r..t
th.t h.. bien .......d a. Indle~tad on thl. notlcl,
lnt.rllt II charged b.glnnJng ~Jth first day of daUnqulncv, or nlnl (9) .onth. and on. (1) d.y fr~ the dlta of
d.ath, to the dlta of pI,'..nt. Tax.. which b.ca.. dallnquent b.fore January I~ 1982 b..r lnternt st the rat. of
.he (6iO pareant p.r annutt calculahld at II d.lly rat. of ,000164. All tax.. whIch b.ce.. clallnquant on aM IU.r
Januarv I, 19&2 will bur lntara.t It a r.ta which will vary frol c&lImdar v.ar to cellndar yaar ~1th that rat.
announced bv thl P. Dlpart.ant of Alw.nu., lhe eppI,Jcebl. Jntere.t rat.. for 1982 throo{fh 1991 .r.,
'!!!! Intar..t Rat. ~ntlr..t fl!tctor ~ In';"ut Rlt. D.llv Intarllt Factor
1982 20% ,000541 19151 9% .000247
1985 16.% .0011418 1988-1991 11% .000301
1984 llX .000301 1992 9% .000247
1"&5 13.% ,000356 1995",1994 7% .000192
1916 lOX .000214 1995-1997 9% .000241
--Intarllt I. Clllculet.d ao followlI
INTEREST . SALANCE OF TAX UNPAID X NU"SER OF DAYS DELINQ~ENT X DAILY INTEREST FACTOR
-8Any Notlca I..ued sfter thl tax bleo... delJnquant will rlfllot .n Intere.t caloulatJon to flft.en (151 dev.
b.vond th. date of thl a"I..aent. If plv..nt i. .ad. aftar tkl lntlr..t co~utatlon dati .hown on the
Notlcl, ftddItlonal Inter..t IU.t b. oalcul.tld.
\