HomeMy WebLinkAbout97-00234
I!)-I(,!./
BII~EAU OF INDIVIDUAL TAMES
IHHUlTAHCf: TAll OlVl$10H
Of::PT, 280&01
tlARRISIUAG. PA 1'121- 0601
caMHONWIALfH 0' PENNSYLVANIA
DEPARTMENT OF RIVENUE
NOlltf or INltf""AMCI lAX
Arr"AIUHINT. AL' DWAHCi' OR IIISAl.LOWANCE
01 DfDUCllaNS AND ASSfGSHFNI 01 TAM
06-25-91
LINDERMAN
12-06-96
21 91-0234
CUMBERLAND
101
E _~~:ount"'~Mltt.d .~
HAKE CHECK PAYABLE AND REHIT PAVHENT TO:
REGISTER OF WILLS
CUM8ERLANO CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONO THII LIME .. '''TAIN LOWIR PORTION FOR YOUR RECORDS ....
RIV: Iin - .'1( - Afl 'ji" . f bY: UY - ilon lSi - 'o~ -YNHim A;ici - T"A x- A"ppp,iifii EHENT ~- - ALL oWA'i(ci - OR ---" - - - - --- - - - -""
DIIALLOWANCI OF DEDUCTIONS AND ASSESSMENT OF TAX
(HORClI F FILE NO. 21 91-0234 ACN 101
DATI
..TATI OF
DATE OF DEATH
FILE "UHliR
COUNTY
ACN
If .n ........nt W.. i..u.d pr.viou.lY, lin.. 14. lfi and/or 16. 17 and 18 will
reflect figur.. thet includ. the total of abh r.turnB a.....ed to date.
ASSESSMENT OF TAX'
11i. 'umunt of' L1r.. lot .f 5po",.l
HI. A.ount at U". 1ft t.ilI.bl. .t
11. A~t of l'n. I~ t.~abl. .t
II. PrlnGh'.! Ta.Olfe
TAX CRIDITI,
PAYHIHT
DAII
031l.Q1
VINCENT B MAKOWSKI E5Q
PA NATIONAL BANK ILbO
PO BOX L
SHAMO~.I N
PA 11812
!STATI OF l.INDlHMAN
'AM MIILlRN W~S I 1 X) ACCEr'TED AS FILED
RUERVATION CONCIANINO'"FUTURE INTEREST -; SEE REVERSE
, ._..._.....__n
APPRAXSED VALUE OF RITURN BARID aNI ORIGINAL RETURN
1. "..1 f..t.t. taClhadul. AI
2'. StotlkCII and lol,d. (aoh_u..,l. It I
S, C101.1~ U.ld !toltk/f'.dnerlhip Int.r..t (Schedule C)
4, Mud,.g../Hotu M.C1ehltbl. (Sohedula 01
5, Caih/.anI< O.po.ih/Hhc, ".r.on.l Prop.rty (Schedul. E)
., ,'olntlll' Uwnad rro,...rty ISch.duh f I
7. Tr.,,.,..,.. (Sch.dul. 01
a. Total A...h
APPROVED DEDUCTIONS ANb EXEMPTIONS I
,. funer.l E)(p.n.../Adll, Co.h/Mho, Expllo... (Schedul. H)
10, Dehh/Ho,.t._,a UItbi11tl../lillo. (Schedul. I)
11, Total Daduction.
12, Net Valva of hJo: ".turn
15, Ch.rUabla/Oo".rn..nhl D.quuh Itch.dule J)
14, H.t Valu. of f.t.t. Gubject ttl lax
NOTE I
rat.
1.1n.1I1/Chu A rat.
(';oU.t.ral/Cl... a r.t.
M~C~IPI
HUHIE R
AAI8S265 ..
. .~._._------~
DISCOUNT (.)
~.."4~~RESTIPEN PAID (-I
.00
. 1/ PAID AII~R DATe INDICATED, SEE REVERSE
fOR CAL tll( AllaN Of ADDI! IONAL INTEREST.
) CHANQED
,00
.00
.00
.00
.00
33.196.15
.00
(8)
(11
(2)
(3)
(4)_-
(5)
(6)
(7)
(9)
(101_
.00
.00
1111
(12)
113)
(14)
.
UW-IH1 II'" III.tll
GEORGE
F
(1SI
1161
1171
.00 X .00,
33,196.15 M' 06,_
.00M.15,
(18)
DATE
06-23-91
AHOUtlT PAID
1,991.11
- .
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
---.--
TO'rAL DUE
NOTE: To lnsur. prop.r
credit to your accoun't,
sub_it thft upp.r portion
of thill for.. with your
lex pay.ant.
33,196.15
nn
33,196.15
.00
3'3;'i96.TI
.00
1,991. '/1
,00
1,991.11
1,991.11
.00
.nO
.00
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
RESERVATION I
PURPOSE OF
NOTICE I
PAVHENTI
flEFUHO (eft) I
0Q
~ ,0
\0
.,1
;11
u
"
L
~~
~
\C)
,
Estah. of dacedentl dying on or b.fore Dec..ber a, 1982-- If any future Inter.st In t~--'..'tat. l..:.::tra".ferr.d
In po.....lon or enjoy..nt to etan B (coUateral) b.,..ficlarie, of the d4tCledent If tar the Ixpiration of any e.t.te for
11ffl or for yurs, the Coltaonwultn hll"eby Qxprlll'!y r...rllu the r!ght to appraIse and 8"US tral1.fer Inhel'1tance Ta)!..
at the IMfful Cl... e (coUetaral> r8U on tmy !ouch .Future interut.
To fulflll th. requlra.ants of Sa()tJon 2140 of the Inhar1tanCJa and Estata Tax ~ct, Aot 21 of 1995. (72 P.S.
SIOti(," 9140),
D.ta~h the top portIon af thIs Notlc~ Bnd sub.it with your p~Y..nt to tho Regi.ter of Wills printed on the rever.e side.
HHl!Ike check or 1lI0n.." ord.r ptlyabhl tOl REGISTER OF HILLS J AGENT
A refund of a ta)( crllodit, which W8S not r.quuhtd on the Tax Raturn, IIIIlY ba l'aqu4l1lted by cOlllpleting an "Appl tcation
for Rafund of Pannsylvllnlb Inheritllncll and I:state Tax" (RF.VM1313l. Appllontions lire nvai18bll tlt th. Offl~.
of th. Reghtar of WJlls, 8nyof thll 23 Ravanua n!strJct OHlca., or b." calling thG spac]al 24~hour
anlw.rlng s.rvic. nUlllbar. for forNS ord~rlngl In PnnnsylvaniB l-ftOO.36Z~20S0, out.ld. P.nnsylvBnJa ana
wlthln 10"'al Harrhburg area (717) 181-80l}4, TOO. (717) 77Z-225Z (Hearing Illpltired Only).
OBJECTIONS: ^ny pRrty in lnt.rolt n~t satlaflod with th~ appralsellent, allowance or dls~llowan~. of deductlon., Dr a.s.....nt
of taK (Including dhcount or interast) l'Il shown on this NotlclI lIIust Object ..ithln sixty (60) day. of receipt of
thh Notice bYI
IlDHIN
ISTRAlIvt
CORRECTIONS:
D!SCDUNT:
PENAL TV I
INTEREST I
.-writt.n proteflt to thll PA O,pllrtlllant 0.' Revanu., Board 01\ Appanls, Dept. 281021, Hnrrlsburg, PA 171Z8MIOZIJ OR
-..lK1:1o" to have the IInHllr detarlllined nt audit of the acoount of tl1l1 personal repr8lJanhtlv8, OR
.-IIIPt'Ju1 to thD Orphan.' Court.
Factual errtlr. dh~ov'red on thh Olillllllilumt sho~lld ba addrflllS41d In writing tOI PA n.pert-ent 01 RlIivllnu.,
Butuu of Individual TaKas, ATTN: Post h.ess.ent R.view Unit, Oa-pt. 280601, tlarrlsburg, PA 17128-0601
PtlOM (711) 787M6SaS. Sa. pllglol S of the booklet "InstructIona for Inh.rlt1,"ce Tax Rflturn far Il R8.Jdent
Olc.dent" (REV'ISOI) for ~n 8Kplanation of adllJnistrativ.ly correctable arrars.
If any tax du. is paid within thrae (3) c61llndllr Months sf tar the d.cedent's death, a flv. percent (5%1 discount of
the tax paid is allowed.
Th. lS~ tax .-"..ty non-participatJon p~nalty Is co.putaa on tha total of th. taK and Int.re.t a.,..s.d, end not
paId b.fore Jan\lllt~ 18, 1996, the first day aftot th. and elf the hI( a."asty period, This non-p8rtJcJpatJon
penalty J, appe.iabl. In thM sa~. .anner and in the th. 58" tJ.1I period a. YOU ~ould appeal the ta)( and Inter..t
that hili b..n nuu.d u Indlcated on thls notic..
Inttr.st I, oh~rg.d beginning with first dllY of delJnquency, or nlnM (9) .onths and on~ (1) da." fro. the datI o~
de.th, to the dat~ of pay..nt. Tox8' whIch ~.c~a delinquent blfora January I, 1982 b.ar Interest at the rat. of
si)( (6:0 pilrcent p.r l'IflnUIl cl'Ilcullltad l'It l'I dally rate of .000164. All taxes which blitcalle delinquent on and aft.r
JltnUary 1, 1982 will bear lnt.rut at II rah, which will vary frail calendar ynr to cnl.ndar year with that rate
,"nol~c.d by the PA Depart..nt of Revenua. The applicable Inter..t rot.. for 1982 through 1991 Ir.1
~ !!l.1.!wLm! Dally InterQst Fector l!!!r ~,.l!.!!.!! Dally Interast Fl'lotor
1982 Z~y. .000548 1987 9Y. ,000247
198! 16% .000418 1988-1991 11(. .000301
19114 11% ,000301 1992 9% .000247
19S5 UiC .000356 1993-H94 1(. ,000192
1986 10Y. ,0002'14 1995-1997 9f. .000247
.-Inhre.t Is calcull'llt.d .. followS!
INTEREST ' BALANCE OF TAX UNPAID X NUMBER OF DA VS DELINQUENT X DAIL V INTEREST FACTOR
'-Any Notlo. i..uad 8fter the tllX becD'" d.1Jnquftnt wJll r.flect an int.rest c81culat~on to fift..n (15) day.
b.yond the data of the 8,'~""nt. If p.y..nt I. .~rte after the interest oo.putation data shown on the
NoUc., additional inter..t lust b. oa1cu1l!lt.d.
~
~Is
n
II /(, '/ "f
(, I
I
I
1 H.enl hln't IS(h.dul, AI
2, !Hoth nnd BDlldt (~d\ldull Bl
J, Clo,ely Held Slotk/Paflnlnhlp IntDr"1 (Schedule q
A, Mortgag., and No'.. Rec..lvahl. (Sch.dule 01
.5, C{uh, 8ank Depot!'. & Mllctllnn,oul Personcl Properly
ISeh.dul. EI
6, Jointly Own.d Prop.fly {Schedule FJ
7 !,."I... ISeh.dul. O} IS:h.dul. II
8. ToIl'11 Orou AUI'I (1011'11 Unl' 1-7)
Y. Fun.ral EKp.n..., Adrninlllrollv8 Coth, Milcellaneoul
Ellp,n", ~S(h.dul. HI
10, Debh, MmlQog' lIobilltil', U.n. (Schedule II
11. lollll O"dl)(;llonl (loI"ll.Inl' Q & 101
12, N.I Yalu. of EllotlJ (lln. 8 Inlnu.line 111
13. Chorilllbl. and Governmenlal Bequ"11 (Schedule J)
14,
IS,
.~l
].."
, ,
,.,
(I) ._.___.____
121 -.----
13 I
14 )
IS}
16) ..llhl96 ..15
17 }
-
t'.l
_;:0
,---.
t'J;
U1
o
-
'IV,lIoo 11.+ 11 "1 ~OR OATIS OfDIA1H AFTlR 12/31/91 CHICKNIRI
~'J~'9.. .1 INHERIT ANCE TAX RETURN ~~M;fTU~~QIT 15 C!.~L"!!!!.P ____
,..~ RESIDENT DECEDENT PILI NUMIIR
COMM""VI\AIII1 ," '11"',11,,"" I (TO BE FILED IN DUPLICATE "I~ 0 7 ':I .. ~
HH'~II'MH-H Ij~ " V,flIJt l/fK.' ,. a
"."llltfl,\ ~~O\'l ""'''' I WITH REGISTER OF WILl.S) CO!J~TV ODE _.lEAR NUMO
Hi...~_ rrt,t~l ifa-MrrIA~l fln, ATIo;;rnmfl;~mxlr-t;i'1.i;"'i')_rltrmwn-.'-18.-I[cf\JmR COMPUTE AOORESS,
I I,i 1It11l I III 11 11 1)IH)r<J" F. Fred l,illd.l,-rm~[lL_.. 46 Palmer Drive
. ."tIAIWll"""UMII. ]fJATfDlUf"lli \llATfOnIRTH Camp Hill, PA 17011
"l;;:},~~"l,;::"~}~!.,:~,, """ I'''' "'" ."" :"';;,~,,~,:.? bI1<,^~';I~!i"~:~'~~~"_ ,o~r~~'~~~v~o~~'~~"Ur.TlON'1
1'X I (,)dg!l1nllhl\ll'n~ .....~j","" I] 2 Supplemental Return [J 3, Remainder Return
.....I~T -rt:.,1I..1, (for dol.. of d.olh prio, 1012.13.821
I I d Unll!fill hhlhi 1_] 40, Fulvre Intertllil Compromi~& 0 5. Fedaral Estate Tax Return Required
(for dales of dealh ahllr 12-12.82)
I l tJ ().{.t~.1l1 01,11 1,,\10111 lJ 7. Decedent Malnlalned a living Trust 2- 8, Tolal Number of Safe Deposit BOKes
(Allmh lOllY of Will) iAllo~h copy of TrUll)
14I.CCORitiiPONOiNci"'ANrfcoNPIDINTiAi TAX INFOllMATlON SHOULD BE DIRECTIDTOI
I"(jl-;;r';,-'''-'-''''''''ec~".,"'~-------------~---- COMPlETE MAILING ACURESS (J ()
V j Iwont.B. Milko\<lH!t.i-,_J.~~tl::.:':..re __ Pennsylvania Nfvtionlllj. Bank~ldg.
H\HHOt~1 !HJMllfll. PO Boy. L. ' \ I
t,7j'U614-'04n1,c,_.... Shamokin, PA ,17872
;.0
II
tc
~
.
fl
.~w!t..~ulu. Subl!~~~~ (line 12 mlnul line 13L__
Spousal TrontftHl (for da'fU of death after 6-30-94)
S.. Inltructlona for Applicable Percentage on Revene
Sldo, (lndudl'l volues Irom Schedule K or Sch~dule M.l
16. Amount of linG 14 to/(ob-le at 6% ralfl
(Indud. ...alu.. from Sch.dllle K or Schedule M.l
1i'. Amllunt of Une 1.4 la.l\.able 01 15% role
(Includ. valUII from Schedule K or Schedule M.l
18. Prlnclpallok due {Add 101( from lInf1s 15, 16 ond 17.\
lQ, Credit, Spoulol Poverly Credil Prior PoymenU
_.~._..._--~--~ + ...----.-
(81 $33,196.15
191
110) -
.
111}
(121
113)
1141
33,196..15
115) _
116}
117)
)(,--
33,196.15
.__X
06. _____1.,991.77
x .15 III
118)
DllCouht
i'~___ -
In teres'
1191
120)
"
'"
>-
20, It Une 19 Is greater than line 19, ."ter Ihe difference on Une 20. lhis Is the OVERPAYMENT.
mC]
__:LL2.21.:2.L__
121)
121AI
I~IBI
21. II line 10 il greoter lhan line lQ, Mler Ihe difference on Line 21. This ilthe TAX DUE,
A, Enter the interell on the balance due on line 21 A.
8 Ent.r lhe 10101 of Une 21 and 21A on Une 218. This lithe BALANCE om:.
.~_____ Ma!e Ch.c~ PCI!~ble to: R!ol".r 0_' Will" Agent
_ ~ ~ 81 SURE TO ANSWER ALL ~UESTlONS ON REVERSI Sn?E AND TO RICHECK M~TH ~ -<( _
Under panohi.1 of ptr!ury, 1 declarethol t have examined Ihl, relurn, includino oc.componying schedules Clnd slalements, and 10 the be,! of my knowledge and beU.f,
It h Irut!, UHr8el uncl (omplete, I dedme tnot all teal .,'ole has been reported at trutl markel value. Dedorolion of proparer other than the personal repr...ntatlve \5
hl1l.d on ,aU Informallon of w leh prepmer has any knowledge. "
\-"j.Wi"Iii-;'~'":C , ";0'-'" NG'''' ,oo.m Ap-t-;'-sQg;-T6T-i,j--;-Ash St. 5,11)'
iN' "Of ;r1,b~"~y:~.t.iAiiVi--'."'ADIl,,,\;Ual..T'~~--T--.l~.LkBid- om ~0. ~7
V~.i.b.~_._---~--_. p6nE~~ L~n~.~amgkt~?api\ a~7872 g. · l.o~f7_
C1H'(~ hell' If you Ole ,cquc~lln9 n lIl"ulul QI yO\lf oVNpny(nent
'IVU","H 1"'''1 J:t~ I j
. '~~:r:l~~:fi.\r,~.'J_-.'.O~~~~~~~Ep~OP~TY.. .~_. _ ...._ _ ~
ESTAlI ~:nderm~n, G.:~e F., <1180 kn~_':'.:'__I~". ~:~e_d_ I~l1<iormll~._____rM8ER ___._________
Joint t.nll.tl.ll
A.
NAME ____ ____. ADDUESS_____._____
Alma M. Lind"rman Apt. 509, 101 N. Ash St.
Coal Township, PA 17866
RELAT!ON~!iIP TO DECEDENT _
Mother
B.
Kathleen Linderman
46 Palmer Drive
Camp Hill, PA 17011
Wife
C.
Jolntly.own.d prop.rty.
-
ITEM LEnER DATE
NUMBEI FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
JOINT OF ASSET 0/0 INT. DECEDENT'S INTERES
TENANT JOINT
,
1. A, B 10/26/92 FNB Bank, N.A. (Shl'lmokin
Branch) Account #421-0500602,
Date of Death Balance $4,000.00
Accrued interest 28.51 $ 4,028.51 16.667 $ 671. 43
2. A 2/1/93 Pennsylvania National Bank
and Trust Company (Shamokin
Branch), Account 119600258620 30,078.29 50 15,039.15
3. A 3/13/94 Pennsylvania National Bank
and Trust Company (Shamokin
Branch) Account #9600270257 5,016.17 50 2,508.09
4. A 1/14/85 Pennsylvania National Bank
. and TruHt Company (Shamoktn .
Branch) Account #9610051919 10.032.97 50 5,016.49
5. A 9/11/92 Pennsylvania National Bank
and Trust Company (Shamokin
Branch) Account #9600254602 10,021.78 50 5,010.89
6. A.B 1/29/85 1080 Shares Common Keys tone
Financial, Inc. 29.700.00 16.667 4,950.10
- - ----
TOTAL IAI.o en.er on line 6, Recopilvlotionl $33.196.15
T
(If more space is needed insert additional sheets of some si1.e)