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-~.'At.'i- 1 INHERITANCE TAX RETURN
~ RESIDENT DECEDENT
COMMm'WfAlltl Of PENNSYl"N" (TO BE FILED IN DUPLICATE
DfPARbMW'?J REVENUE WITH REGISTER OF WILLS) 21- 97-308
HARRI'B~RO, ~A \'lb. D"" COUN1V CODf. VfAR NUM8ER
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Ii:! 1. Orlglnol R.'urn [ I 2.
[J A. Limited Ellate r-l Aa. Futuro Inhue" Compromilo
Ifo, dol.. of deo,h nlt.r 12.12.82)
(-] 6. Deudent Died Tltttolo [J 7, Decedenl Moiololnod (l livIng Trial
.' (Allo,h copy of Willi IAlloch wpy of Trull)
t;::~.~:O:CIH:N:fC::Pl"NTl.L TAX 1~~R~Trl~:;~~3,~e~ i~~i~~C~::~~~' s t',
TfL,,"ONf NiiM...---"-~---'- ..------- ---- .-.--- 56R old York Road
~aJL_L~}.1l- 3 .~~,~~~'"=~= ~~=~~_c_~~_,,_-~_~.~~~~.f.!l~,.J.'A.......J.l.l.UL
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Thomp~on, Robert M.
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I" ""llrA'lIl SUhWINIl "(lU"S I/AMIIIAU '11\' AWl MIOUlIlfll!lAII
Real E,'at, ISchedule A)
Slock. ond Bond. ISchedule 8)
Clo.ely Held Slock/Portn."hlp Inllr,,' (Schedul. q
Mortgages and Notes Receivable 15chedllle 01
Cash, Bank Dlposlll & Miscellaneous Pe~.anal Property
(Sthedul. EI
Jolnlly Owned Properly (Schedul. 'I
Tron,'e" 15chedule GI15chedule LI
Total G~ou A...ts l!atallln" 1.7)
Fu~.ral F.xpen,el, Administrative Coth, Miscellaneous
E'p,n.e. (Schedule HI
Deb". Morlgoge L1oblll<le.. Lien. ISchedule I)
Totol Oeduc<lonl ('otal Line. 9 & 10)
Net Value af E,tate (line 8 minus line 111
Charitable and Governmental aequests ISchedul. J)
Nel Valu. SubllCt to To'.ILlne. 12 mlnUl L1n, 13)
Spou.ol Tron.fell ('or dOle. 0' doolh ofter 6.30.9~1
Se. Instructions for Applicnble Percentage an R.....e"e
Side, llnclude values from Schedulfl K or Schedule M,l
Amount of line 14 taKable at 6% rnte
(Include valulI from Schedule K or Sche~ule M.l
Amounl of line 14 taKabl. al 15% rate
llndude values from Schedule K or Schedule M,)
Prlnclpnlta, due (Add to, f,om L1n.. 15, 16 ond 17.1
Credits Spousal Poverty Credit Prior Poymenh
+ ----
tlO
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I foa DATU OF DIATIt AnlR 12/31/91 CHICK IIIAI
" A SPOUSAL
POVIATY CAIDIlIS CLAIMID I .1
'Ill NUMB.A
1'''.!(OfRIHII!
9/5/2B
1 ""'Al """'" 1I11M"'.
Supplem&ntol Roturn
235 N. Second Street
Wormleysburg PA 17043
_.__.8, Tolal Number of Safe Depa.1t 80K8t
Esquire
-.--.----. ....-----
_.._--~-........,
(11__..... .----..-
(2) __.. .. ....___._ ..______.__._.
(3 ) __u.____.__~________
14 I .--.--.-.--..-.----.-.
15 I ..- 5111-~0-2---~
(61~_.._._.
17 I ~-------
722.00
( 81
5111.02
1 ~ 1--
1101
(11)
(12)
(13)
(14)
722.00
4389.02
4389.A.D.2.
(151_______~.,~.
1161 ...........AJ.U...Q.2._______. ,06 . .._._....___..~_6J.....34
117) mo. .m.____........_..__...__' .15 .
(18)
2.6),_~4
Dhcount
Interest
t.
1'9)
120)
If line 19 It greClhH than Une 18, enter the difference on line 20. Thli i. the OVERPAYMENT.
110
Check hele if you cuo Icqullsllng Cl refund of your o....erpayment
If line 18 js greater than line 19, onlor Iho difference on lina21. Thh is tho TAX DUE,
A. Enler the InhHO" on tho bolnnco due on lIno 21 A.
B. Enler the 10101 of Un& 21 and 21A online 218. Thil is tho BALANCE DUE.
.~~_k_.._~h.~k P~vobl. to I R.~~~!~~_~_f .WI_"I._ Agent
("III
(11AI
(218)
263.J4
6.6.3
270..11
f:. __.._:___~~Jlo:_~~_SlJRnO-ANS-WE~.ALL-CllJESTlO.NS ONREVER!ESiDEA.t:lI)!il~~c.Hi~K_~ATH ~~_________
Undor penahio. of perjury, I dtlclor(llhall hwt€l (lO(cl'lIirwd this return, indudinq O(cor<lfHH1'ling Hhfldulos and slctomonls, and to the best of my knowledge Clnd bello!,
It is true, comHI (Jnd comploto. I declore Ihnl 011 ron) o}~IC11e hel! hlltJn rllpollocl 01 IflJO nlClrkot value Dudorolion of preparer olher thcln the personal represenlalho il
bcnud on all information of which prepmor hm (my ~nowled90
~.G~JUR..EE..'~.'f.PE.i.S.i::iN-R-lSP-6t:'-i.llilf I(lIi..fllINi, RllI1R.N. Al)(J~t.~~, .. ..' . ..~ 7 . ,"I..... (lA-if-..... . --...--
, yo- .L'/c/h ::21- If; ';/ L (;.' 6: ~ . c:? -
" ~~";O'BE".',"R"'A~{~~~:'!'l.jt-{>~~v Y{'.~ ,'it 'In .~ .....~(.4 Dj6;_ '-::f;;.:
) C"ii?: j2J/ f1 17 -i'/7 I
Act '48 of 1994 provide. for Ih. r.ductlon of Ihe tax role. Impo..d on the n.1 valu. of tran.f.,. 10 or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .Ialule will b.l .
. 3% ,.03) will b. appllcabl. for ..tat.. of dec.dotnt. dying on or aft.r 7/1194 and b.for. 1/1/96
. 2% (.02) will b. appllcabl. for ..tat.. of deceden.. dying on or ofter 1/1196 and b.fore 1/1/97
. 1 % (.01) will b. appllcabl. for ..tat., of d.c.d.n.. dying on or aft.r 1/1/97 and b.for. 1/1/98
. Spou.al tran.fe" occurring on or aft.r 1/1/98 will b. .umpt from Inherltanc. lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (vI IN THE APPROPRIATE BLOCKS.
YE~ N()
1. Old decedent make a Iransfer and:
K
a. retain the use or income of the properly transferred, "'" " "",," " ,,,""" "'""" """ " " " "" ""
b, retain the right to designate who shall use the properly transferred or lis Income, """"""'"
K
c, retain 0 reversionary Interesti or ,",,""'"'''' """""'" '" " " ,,,"",, ,,, ,,"'''''''''''''''' " " ,,," ",,"
K
d. receive the promise for life of either payments, bBnefl1s or care' """""""",,,,,,,,,,,,,,,,:,,,,,,
x
2, If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer properly without receiving adequate consideration' If death occurred Ilfter
December 12, 1982, did decedent Iransfer properly within one year of death wlthoul receiving
adequate consideration'", "",,,,..,,,,, .""" ,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,.,,,,.. '" """
x
x
x
3. Old decedent own an 'In Irust for' bank account at his or her death"'.,.""",,,,,,,,,,,,.,,,,,,,,,,,,,,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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SCHEDULE H
.;,;~ FUNERAL EXPENSES,
COMMONWEALTH Of "NN~v.;^NI^ ADMINISTRA'r1VE COSTS AND
INt~I~\~~~'iV.~'.~!~~'N MISCELLANEOUS EXPENSES PI.a.__!.rl,n.t or Type
i'STATE OP--- ."~.... =r~="=-==--"~~-'-"_=~~" "~"~"""-'''=''''~''~'mr'FlttMBi'R --~.,
..~.__~~~~~~~n, ~ob..e..:.~ ..,~'_, ,. ...I. 21~9_~ ~~~ ~,.,
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ITEM
NUMBER
._~~.-_.
A.
1.
DESCRIPTION
Pun.ral Exp.n...,
1.
B. ,Admlnl.tratlv. ClI.t"
2.
Penanal Repre.entallve Commlulonl
Social Security Number of Pe"onol Repre.entallve,
Year' Cammlulanl paid ,______-~_.
Attorney Feel
3. Family Exemption
Claimant __..____.__._____~._' ~elatlon.hlp ._-----:'.
Addrell of Claimant at deeodonf'l death
Stroet Addren .__._.___.__.
4,
C.
1,
2,
3.
4.
5.
6.
7.
8,
H______-...--._..,.i.-_.__...~-
City _.__._.___"._...____~_.Slat~ ~___ Zlp.Code---~_...,_
Probate Fe.1
MI.eellan.au. EKpen'.1I
File Inheritanoe Tax Return
File Release
Cumberland Law Journal ..; Advertising
Patriot News - Advertising
AMOONT
475.00
38.00
15,.00
4.00
60.00
130.00
..--------'--~-_.-,.-..--~.-----E----....-
TOTAL IAllo enter on line 9, Recapitulation) . S 722.00
(il mo,. .pae. I. needed, In..rt oddltional .he.II of .am. .Ize.)
/'5: /;i:)~ 1:/
DUREAU OF INDIVIDUAL TAKES
INIn:RIUHC[ TAl< lIJ~ISION
OEI1r, la06DI
tlAIIRISIWRO. PA li'llS-1I601
COMMONWEALTH OF PENNSYLVANI\
DEPARTMENT OF REVENUE
NonCE OF INIIERITANCE TAK
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAK
KATHLEEN C HUFFER
cln JnEL n SECHRIST ESQ
568 OLD YORK RD
ETTERS PA 17319
DATI!
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-97
THOMPSON
05-20-96
21 97-0308
CUMBERLAND
101
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IU.IUI 1111. Ul."l
ROBERT
M
[-------------'-:3
_=~~~un.!._.!!.~it~~~==
------._-----
MAKE CHECK PAYABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
REV: iS4";" EiC A F ji" (03" :97"i "Noi'"i c r "oF" "iNti ER if ANC i" i' AX" lip PRAY Ii EifENT", - "A L l"oWANc i" 'OR"" - - - -.." -"""" -"-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THOMPSON ROBERT M FILE NO. 21 97-0308 ACN 101 DATE 09-29"97
If an a,sessment wes issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
Uj, '""ount of l.in. 14 at Spau..1 rat. US)
16. Allfount of Line l't bxabh .t Un..I/Ct... A rat. (16)
17. ~lIfount of Lina 14 taxebla at Coll.taraI/CI... 8 rat. (17)
18, Principal Tax Due
TAK RETURN WAS: I X) ACCEPTEU AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R..I Estat. (Schedule AJ (1)
2. Stocks and Bonds (Sohadula 8) (2)
5. Closely Hald stock/Partnership Inter..t (Schedul. Cl (3)
4. Hodgagafl/Notes Reoaivable ISohedule D) (4)
S, Cesh/8enk Dapoliits/Hisc, Personal Prop8rt'1 ISch.dul. E) (.6)
6, Jointly Dwn.d Proparty (Schedule f) (6)
7, Transfars ISchedul. 0) (7)
8. Tohl Ass"t.
, CHANGED
.00
.00
.00
,00
5.111.02
...i9...
.00
(D)
APPROVED DEDUCTIONS AND EXEMPTIONS:
I), Funerel Expenoes/Ad,", Costs/Mise. Expenfiu (Schedule H) (9)
10. Debts/Hortgage Liabilities/liens ISehedl.l1e X) (10)
11, Tohl Oeductions
12, Net Velue of Tux R.turn
15, Cheritabllll/Govarnln.mtal Baquests (Schedule J)
14. Net Velue of Estate Subject to rex
722.00
,00
(11 )
(2)
(13)
(4)
NOTE:
.00 K'OO.
4,389.02 K .06.
,00 K ,15.
UD)
TAX CREDITS:
PAYMENT
DATE
05-30-97
DISCOUNT (+)
INTEREST/PEN PAID Co)
6.44-
RECEIPT
NUMBF. R
AA211368
AMOUNT PAID
270. 17
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE I To insure proper
credit to your account,
IUbMit ihe upper portion
of thil for~ with your
t.x pay..ent,
5,111.02
727 no
4,389.02
.00
4,389.02
.00
263.34
.00
263.3"
-
263.73
----
.39CR
.00
.39CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAVMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY DE DUE
A REFUND, SEE REVERSE SIDE Of TNIS FORM FOR INSTRUCTIONS,)
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RESERVATIONl tltetel of decedent. dying on or before Dlea.blr 12, 1982 ~- If any futur. lntare.t In the e.tlte II trln.farred
In po.....lon or enjOYlHnt to Cla.. a (colh,teraU blnlflolarJ.. o'f thll dlcadent aftllr thl .xplrlUon of any ..tate for
l1fe Qr for yearlB, the Couon....lth hereby upre..ly r'lIe""'.. thl rIght to apprllu ClOd ,..... trlm.hr Inherltanoe hlxII
at thl lawful Clan B (<lolhltarIU rate on any luch futurl Intllrllt,
PURPOSE' Of
NOTICE I
h fUlfIll the requlreMGnh of Seotlon 2140 of the Inh.r1hnclI Rnd E,ht. TII< Act, Aflt 2) of 1995, 02 P,S,
Section 9140).
P,lVKENT,
D.tach thll top portion of thlt Notice and llub",lt with your pay"ont to the Reghter of Wills printed on the rIllYlr.. tide,
--Maka chick or 1II0n.y order pll',4$b18 to: REGISTER OF' MILLS J AGENT
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REFUND (CI\)I A rlfund of a tal< credit, which wnl not r.quutod on the TIll( Raturn, 11I011 ba requutld by cOlllphtln; an "'ppllcatiof'l
for RefurvJ of Pennllylvanln Inh..rJhnc. !md Elt~ta Tax" (REI/"Ul!l), Applioation. lire available l!lt the oHIcl
of the RIgistcl!' of Willi, IInyof the 23 Revenue [lIstrlct Officu, or by call1ng th~ IPedal ?'4-hoIJr
an.werlnp service nunbars for for~s ordering: In P.nnsylvanla 1-800~36Z-20SD, out. Ide PennsylvenJa and
within local ~1.'Arrllburg l'll'U (17) 787-8094, TllDII (7l7) 7?l-llSl CH...rlng I.pl'llr.d OnlY),
OBJECTIONS I Any pert~ In Int.,'ut not yntlflfled wJth the l!lppra1selllllnt, allowance 01' dhflllowance of deductions. or a.......nt
of tax (Includln~ discount or Interest I 86 shown en thIs ~otlc8 .Ult object wIthIn sl~ty (6Dl day. of r.c.lpt of
thil Notlcl by:
~~wrlthn prohst to the PA Depl!lrtnent of Revonu., Board of "PI\~a19, DllpL ZaID?l, Hflrrllbura, PA 171l8-llIZl, OR
--eleotlon to hl!lve the .atter d.t~r~ln~d at l!lud!t of the aocount of tho parlonl'll r.pr.'lIntfltlv., OR
ul!lppeal to thl Orpha"s' Court.
ADMIN
ISTRATIV[
CORRECTIONS I Fl!Ictual .riniO dIscovered on thls asn"lIIont '/lholJld be addrtlulld 1n wrltlng tOl PA Deportlllnt of Revenull,
Bl/r'8u of Individual T81(el, ATTN: rblt AssGsfI.ent R.vll~ Unit, Dllpt. Z811601, lIarrhburg, PA 171l8-0601
Phon. (717) 7ft7-t!.SDS. S.. pagll 5 of tho booklet "Inltructlon. for In~,liIrltftncll Tal( Return for a Rulct.nt
n.cedent.. (REV-ISOl) for an .xplllnatlon of ftdllllnlstratJvaly corrlotabl. ~rror',
I
DISCOllNT I
If any tel< du~ 1ft paid within thrlo (~) cftlendar 1II0nth. aft.r the decodent'A deftth, ft flv. percent (S~) dl.eount of
thl taM p~ld I. allowed.
PENAL TV:
Thl 151: tel( l!lllln..t),! non-participation penalty is cOllpuhd on the totl!ll of thll tax l!lnd Inter..t auftlllied, l!lnd not
paid b.fo,"e Jnnul!lry 18, 1996, the flr.,t day after tho .nd of the tal< allln4l'tll period. Thh non"partlcipatlon
p.nel h Is IIppulable In the sa... Manner ,mri In the the lIa... tI.e pariod II"J you would appeel1 th. hI< IInd JnhrlOt
that he. bean a..alllad al Indlcatad on this notice,
INTtRESTI
Inter..t Is charged beglnnln~ with Hr.t dllY of de1Jnquancy. or nine (9) lIontll' and one (I) day fro. the date of
d",th. to the date of plSy..nt, Tal<l, which blea.. dallnquilnt blJfore Junuar)' 1. 198? bur intere.t at the rl!lte of
.11< (6:0 percen:- per tmnUIII calculated It II dally rate of .1I110164, All tOl(e. Nhlch beoaMe delinquent on and aft.r
JanualY I, 19b1 will ballr Intllrest at a rllt. which will ullry hon cl'llendllr ylilftr to Ilalendl!lr Yllar with that rlltl
announced b~ the PA O.part...nt of R."'anue. Th. appllcabl. Inter..t rl!lt.. for 1982: through 1997 Drel
't.!!t InterllSt Rllh Dl!ll1y IntlrGSt Factor
!!!! !.ll1!.r,!!.t.B.!.1! !!!l!L.I n t.r lU t Factor
11)87 9% ,ODlIl47
1988-1991 11% .000501
1991 9X ,DODl47
1995-1994 n ,000192
1995~1997 9Z ,DOOl47
1982
1983
1934
1985
198.0
-*I"t_".t
lOX
16X
1IX
13X
lOX
II oaloulQt.d l!ll
,ODO!i48
,000458
,000301
.ODO!!i6
,OOOU(,
follows,
INTEREDT = DALANCE OF TAK UNPAID K NUKDER OF DAYS DELINqUENT K DAILY INTEREST FACTOR
~*Any NoUe. luu.d aft.r thl hI< b.eu".. dellnqulInt will reflect an Inbr..t c~lcullltlan tl.'l f1ft..n OS) deys
b.yond the dat.. of the asllu.Gnt. If ply..nt is fIIadll aft.r the Int.rut co.putatJon data .hown on the
Nutioe, addItional Interelt ~u.t b. calcull!ltad,
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