HomeMy WebLinkAbout97-00317
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.OR OATIS OF DIA'H AmR 12/J 1/91 CHICK HUE
INHERITANCE TAX RETURN ~O~mn:~DIT I!CLAIM'D [ I
RESIDENT DECEDENT IIU NUMaIR
COMMONWfAlIH Of "NN'YlVANIA (TO BE FilED IN DUPLICATE "J' Q'7 :2/1
DEPAR.TMtNT Of R.EV[NU~ 0 I 0(.. V
HARRISfJ:c\, ~~onl,eo6<l1 WITH REGISTER F WillS cou,m CODE VEAlI "UM8ER
S :O:~:l~~~~::~i~~AND.~'~~;"Nll'~::" '''''--r'':=''':~~ [""""' , ;:.::~~;'~i";~~l :~~ - .
___ ; _ ~~,~,:~~:==1ft~;:; l,^l~'''' ^'w "i~},c,~{96I'O"AI~~~~<,gy,,, (""'JAM~~(~M~l},~, IN,,"",nO;'"
pq 1. Original Relu~n LJ 2. Supplemental Rttlurn rJ 8. RI!/flClindnr Return
I'or do'o' 01 death prior to 12.13.021
[] 4, limited eltate [] 40. [_J 5. Federal EUclle Tax Return Required
[] 6. Docedenl Died r"'016 _~ 9, Tol,,1 Number of Safe Depotll Boxes
REV.1500 fX+ (7.Q.tj
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John S. Davidson
mEPHON~ NUM8ER-~-__~M""'~-----'._-" .._-~-~
717 1 533_:;.?_1,Q1..-===~~.=-==:".=~_=,.-.
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1. R.ol ella'e (Sch.dul. A)
2. Slo~ks ond 80nds (Sc:h"dule Bl
3. Clo,oly Held StocklPor'ner,hlp Inler"'15chedulo q
4, Mortgages and Notes Recel....able (Sc,hedule D)
5. Cash,. Bank Deposits & Mlwtllaneous Penonol Property
ISchldule EI
6, Jointly Owned PropClrty ISc:hedule F)
7. 'ronllo" (Schodul. GIISch.dul. LJ
8, Total Gran AUflts llotalllnes 1.7)
9. funeral Expenses, Admlnistrallve Cosh, Miscellaneous
Expense, (Schedule HI
10, Debh, Mortgage lIabllllles, liens lSchedule I)
11. 10tol Deductions (tolol lines 9 8. 10)
12, Nfll Value of Estell) (line B minus line 11)
13. Chmltable and Go....ernmentClI BeCjuellllSc:hedulfl Jl
14. Net Value Subject to lox .l~~!2.~!? minus line 13l
15. Spousal Trantlen (for datl!ts of dee.th after 6.30.9.4)
See In.tructlons for Applicable Percentage on Revflne
Side. (Include values from Schedule K or Schedule M.l
16. Amount of line 14 to)(oble 01 6% rato
(Include values from Schedule K or Schedule M.l
17. Amounl of line 14 laxable ot 15% relte
(Include valuel froln Schedule K or Scl1edule M.l
lB. Princlpaltax due (Add lax from lifl~s 15,16 and 17.)
19, Credits Spousal poverty Credlt Prior Payments
II)---.......-...------~-~._..
(2 I .--..-..-..- ...--~-
( 3 ) _____..._ _
141 .~...__._..------~-
151 ----.-----~--
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(7) 14.287_,96
586.39 (01
19)
liD) 2,487.90
r~-'\
-J
14,287.96
1111 3,074.29
1121 _._lJ..1..213.67
113) 0 .__.________
1141 11,213._6.7
1151-._
116) _------.lWP. 67
X,__III
_~ .06 a ~~n.~~L____._._
(171 "..__._.__.._____._~_x .15 a _.
Discount
lnter(l~t
110) __._.__6.72.82
o
+ ..._---~------
1191
(201
20, If Line 19 15 greater than Line lB, enter tho dlfferenco on Llno 20. Thlt, h the OVERPAYMENT.
gO
C1H'ck hqrp If you me f(.l uQ\ling (I rofufld of youI' OVJH,Hlyml.!nt
______912.-'3.2
(21)
IlIAI
(210)
21. If line 18 Is greater than lInfl 19, enler the diHarence on Line 21. This Is Iho TAX DUE.
A. Enler the lnteres' on ,he balance due on Line 21 A,
6. Enler the tolal of Line 21 and 2lA on line 21B. This Is tho BALANCE DUE.
Mak, Ch,ck Payable tOI R~gllttf of Will., A,'"t
l. .~~,... 8E-~URi.!~ANSW"RAI.I.a..uji!IQ~i~N.RE~ERS.;..s.I~!.~~.;TORECHECKMATii--:'(- ~ -
Undor panoltles of perjury, I dfldarolholl hove oxamlnJd thls return, including Qccomponying schedulos and SI(llomonts, and 10 tho b~Jsl of my knowledge and belief,
it h Iruo, corroct and CClmplete, I doclare Ihol "II reol 6t'010 has boon reported {II trufl markel vtllu6. Doclmation of propc., or olhor than tho personal roprelentatlvfl IS
bOled on all Information of which preparer hO$ ony kr\C>wladgo.
~2?::,:fL~;ESP,7;~;.;,('":":,"'UR" 4"100 ^,~;f~~kvi e~1 Road/. Meehan i esll1Jrg I. . P~;7-;55' ... .. OA"-------m-
.,I:~;(Y4:Z7i6:H~.~:N W",""IA"" r, O. A;~" 437, Hershey, pJ\ J 7033 ii,1f '1-. 2.. (' .-.,
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BUREAU OF INDIVIDUAL TAXES
JNHtRITAHCE TA~ DIVISION
OCPT, 280601
tIARAI!tBUMQ, r'A 11121-0601
COMMONWI!ALTIi OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE DF INHERITANCE T^X
APPRAISFHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF 'TAK
06-30-97
MOORE
11-09-96
21 97-0317
CUMBERLAND
101
t ---Aftounl R.ftltlod
MAKE CHECK PAYABLE AND REMIT PAY MEN" TOI
REGIST~R OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
iiEV: is'47-iif - Aiip-foi-: 97") -iliifi C i- -0';- YNHirii f ANtE - TAX - iiP' PRA- i siif€ilr; -A LIoWAiici-oli -- - - - - - - - -- - -.. --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PAUL K FILE NO. 21 97-031'/ ACN 101
DATE
ESTATE OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
APPROVED DEDUCTIONS AHD EXEMPTIONS I
9. Fune,.al Expanailla/Ad... Co.te/Hi.c. El<pen,.. (Schedule H) (9)
10. nobh/Horl.o.. Uabllltl../L1an. (Schodule I) llO) 2.487 .n
11. Totol n.ductlon. Ill)
12. Nlit Value of Tax R.turn (2)
HL Charitable/Govern..nt.l Bequ..te (Schedul. J) U!)
14. Nat Value of e.t.t. Subject to Tax nit)
NOTl!! If an ......ment waR b.ued pr.viDu.ly, J.ine. 14. 15 and/or 16, 17 and 11 will
reflect figure. that include the tDtel of ill return. 88U..ld to dati.
ASSESSMENT OF TAXI
15. Allount of Un~ 14 at Spou..l rat. u.&)
16. AltOUnt of Line 14 taxable .t Line.lICl... A rat. (1')
17. A~unt of Line 14 t.~abl. at Collat.ral/Cl... 8 rat. (17)
18. Prlnolpol Tlx Duo
TAX CREDITS I
PAYHENT
DATE
04-02-97
JOHN S DAVID50N
320 W CHOCOlATE
PO BOX 437
HERSHEY
AVE
PA 17033
ESTATE OF MOORE
TAX RETURN WAS I (X I ACtEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST .. Sf! REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al e.tet. (Schedul. A)
2. stock. ..\d Bond. (Sch.dule 8)
3. Clo.el~ Held stock/Partnership Intar..t (Schedule Cl
4. Hortg.gee/Not.. R.c.ivabl. (Schodul. D)
S. C..h/lank O.poslt./Hlec. P_raonal PrOpMrty (Sch.dul. E)
6. Jointly Owo.d Proparty (Schadul. F)
7. Tran.far. (Schodul. OJ
8. Total A...t,
RECEIPT
NUM.ER
AA185355
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
I ) CHANGEn
llJ
121
(5)
(4)
(5)
(6)
(7)
.00
.00
,00
.00
.00
.00
14.287.96_
(81
(',
.
586.39
.00 X ,00,
11,213.67 X .06,
. Ol!, X .15,_
1111
AHOUNT PAID
672.82
Irv.IUI U ,,, cu.",
PAUl
K
DATE
06-30-97
NOTE 1 To insura prop.r
oradit to ~olJr acoeM.,t I
.ub.it the uppar portion
of thh for.. with YOlJr
tal( pay.ent.
14,287,96
3.D7!L..Z.9...
11,213.67
.00
11,213.67
.00
672.82
.00
672.82
TOTAL .., """ on ." ]
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN '1, NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" (CR), YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORtI FOR INSTRUCTIONS,)
. If PAID AFTER DATE INDICATED, see REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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RESERVATIONl E.t.t.. of 1~Id'"t. dying on or blfor. o.~.~r 12, 19'2 ~- 1f any 'ytur. 1nt.r..t 1n the ..t.t. J. tran.'lrrld
In po....M1on or tnjo~t to Cl... 8 (~oll.tlr.l) bene'lolar1.. of the dIe.dent .ftlr the IMp1rltlon of tny ..tat. for
Hf. '41" f~r Yllrt, thll C~nwetl1th h.r.bll IMpr.nly rllerv.. tho right to appr.I.. and ....11 tran.f.r tnhlrltanao TIM"
.t thl lawful CI... a (~olh't.r.1) r.t. on any such future .tnt.rut,
P\JRPilSI! 01'
NOTICE I
PAYMENTl
REf\I(IJ (CA)I
OI..ECTlOHSI
AIH1IN
ISTRATlVE
CORRECTIONS:
DISCOUNT I
PENAL TVI
INTEREST I
To fu1fll1 t~ r.qulr...nh of SlOtlcm 2140 0' tho Inherltanco and E.tato TIX Act, Act 21 of 1995. (1Z P.S.
SIOUon '140),
OItaOh thl top portion of thl. Notlea and .ubalt with your PIVllnt to the R,glatar of Will. prlntad on thl ravar.. f1~.
~-Hlkl chH:< (II" ltOnfIy O"'cM'" plyllbll tOl REGISTER OF MILLS, AGENT
A re'und 0' I tiN c....it, which 'II. not r.quuted on the TaM R.turn, lay ba ....qu..tld by COIIpl.Ung M "'ppllc.Uon
for R.fund of P~nn.yIYanl. Inh....ltano. and E.tat. riM" (REV-1313), Application. II". aVllllbla It thG O,flca
a' thl A..1Itar of NUlt, IlnY of the 2J A.....nua Diltrlet OfficII, or by c.Ulng thl .p.edal 2~-nour
Iln....rlng ..,vlca nuMMir. '01' forat ordtllrlngl In Penn,vl...arl. 1-800-]62~20S0, out.tda P.nnllylv~l. end
wlthln local Harrl.burg .raa (717) 181-8094, TDOI (111) 712-2252 (Ha.rlng I.palr.d Only).
Anv party In Intarut not .atltfllld with the eppraha..nt, allowanc. or dl..Uowenol of d.wotlont, or ......Mnt
of tax (Including dl.count or Intara.t) a. Ihown on thl. Notlea IU.t obj.ot within .Ixty (60) d...,. q, r.cllpt 0'
thlt NotlCl. bVI
---Nrlttltn protut to thl PA O.p.rtaant of R....enu., Board of App..h, Dept. Za1021, HerrltblJrg, PA 17121-1021, OR
--al.eUon to ho.... t.... ..ttar cJat.ralnad at eodlt of thA account of tha p.....onal rIPr.lenhtllla, OR
UIfIP..1 to the Orphanll' r::O~Irt.
Fectultl .,.,0.... dhcoy.rld 011 thl. 1I.......n_ lhOuld b. Itddr...ed In writing tOI P^ DapartHnt of AtlVanue,
BurtlllJ of Indlvht...1 TaMU, AnNl Po.t A..u...nt Revl.w Unit, Dapt, 280601, H.rrhburg, PA 17121-0601
Phona (111) "81'650!i. S.. page 5 of the booUat "In.tructlon. for Inh.rlt.nc. TIN Atturn for I A..ldlnt
Dac.o.nt" (REV-1501) for an IMplan~tlon of adalnl.trotlv.lv corr.ctabla .1"1"01"'.
If any tlM due I, paid within thr.. (~) cal.ndar .unth. .ft.r tho dacld."t'. da.th, a fl.... p.rv~t (5~) d1.count of
the t.1C Pllld 11 .1loWld,
The 15X tiN .-nI.ty nun-p.rtlclp.tlon plnllty II CQ8PUtld on the tot.1 of the tlM end Intar..t ......ad, and not
plld bafor. January 11, 1996, the fll'.t day aft.r t~ Ilnd of the taM Hnuty parlod, Th1l non-Plrthllpatlan
pan.1ty II .ppaalabla In tha ..... a~ar and In the thl .... tI.. p.rlod .. YOU ltOUld apf:HI.l thl tllC and Int.ra.t
that t\.al bHn ......."t u Indlcllt.d on thll not lc..
Int.ra,t 11 cMr," beglMIIlQ with fl,..t dav of dttUnquancy, 01' nil'll (9) ItOflth. and Onl (1) dIIy frM thl OIt. of
dI.th, to thl d.t. of p.v-.nt. T.M.. whIch ~... dallnquant bafor. JQfluftrv I, 198Z baar Int.r..t at tho rat. of
,1M ('X) parcant pftr ~ cMlculat.d at a dallv r.ta of ,000164. All taM.' which bao... d.llnquent on and after
Janutry I, 19'1 will b..r Int.r..t at a rat. which wIll vary fro. oelandar yo.r to tnl.nd.r y..r with that r.ta
IlMOUIlOad by thl PA Dtpllrtaltl'lt of R.v.nue, Th. appllcabl. Int.ra.t rata. for 1982 through 1997 .ra,
'!!!! Int.r..t Rata Dally Int......t fllctor !!.!II Int.,...t Rllta Dilly Int.rut Factar
1982 IO~ .000548 1917 .~ .000Z47
I.n 16~ ,00045' 1911-1991 1I~ ,000lDl
1'" lU .000lOl '991 .~ ,000Z41
1915 m ,OOOS!;" 1995-1"" '" .000192
19&6 1O~ ,000214 1995-1991 'X .000241
uInta,..t I. oalculltad .. follow.:
INTEREST . BALANCE OF TAX ONPAID X NUMBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Hotle. iI.u.d aftllr the hN baco... d.!Jnqulf'lt NUl refl.ct an Int.rut calcul.tion to flU.an (IS) day.
bayond thl d.t. of thl ........nt. If pav..nt I. .eda a,t.r thl Int.r..t coaputatlon data .hown on thl
Matic., addltlon.1 Intartl.t lIll.t b. calculatad,