HomeMy WebLinkAbout97-00334
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PA REV-H\OO EX (1-97)
Dooedenl'. COin lele Address:
STREET AOORESS
Messiah village
100 Mt. Allen Drive
CITY
Mechanicsblrg
Tax Paymenls and Credit.:
1, Tax DualPage 1 Una Ie)
2, Cradlla/Payrnenl1l
A, Spousal Poverty Cradll
B, Prior Paymenla
C, Dlscounl
Poge 2
STATE
PA
ZIP
17055
(1) 86,394.44
73,925.20
3,890.80
TOlal Credlls (A + B + C) (2)
77 ,816.00
3, IntaresVPanally n applloabla
0, Inlaresl
E, Panally
0.00
0.00
TotallnleresVPenally (0 + E) (3)
4, If Ilna 21s grealer Ihan line 1 + line 3, ent.r Ihe dlnerenoe, This Is Ihe OVERPAYMENT,
Check box on Page I Un. 1910 ..quasI. ra'und (4)
e, If line I + line 3 la greale' Ihan line 2, enle' Ihe dlnerenoe, Thlslslhe TAX DUE. (5)
A, Enter lhe Intere.t on the tax du^, (5A)
B, Enler the tolal Of Une 5 + 5A Thl. Is Ihe BALANCE DUE, (5B)
Make Ched, to: REGISTER OF AGEMT
0.00
8,578.44
0.00
8,578.44
ANSWER FOllOWING
BY PL4CING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a tran.fer and: Ves No
a. retain the use or Income of 1he property lranslerred; . , . . . , , . , . . . , , " .".""",'."", ~ ~
b, relaln the right to de.lgnale who .h.1I u..lh. property Iran.ferred or II. Income;, , , , , , , , , , , , , , , , , ,
o. retaln a reversionary Intorest; or. , , . . . . . . . . . . . , , . , . , , , . , . , , . . . , . . , ,. " "".",.,.,..,.
d, rooelve the prom.e for life of ellher p.ymenl., benelll. or care?, , , , , , , , , , , , , , , , , , , " """'"
2, II death occurred on or befo,e December 12, 1982, did d.ced.nl wllhln two yoar.
preceding death Iran.f.r properly wlthoUI rooolvlng adequele con.lderallon? II doelh occurred
after Oaoomber 12, lSe2, did decedentl,an.fe, property wllhln one yea' 01 death wllhoul
recolvlng adequale consideration?, , , , , " , , , , , , , , , , , , , , , , , , , , , ' , , , , , , , , " " , , , . " " '
a. Old decedent own an "In trust for" or payable upon death bank aCCoLlnt or security
at his or her dealh'l ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ","","""",","',
4. Old decodent own an Individual retlrefY\(ml account, annuity, or other non-probale proporty? , , , , .
o
~
~ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN
72 P,S, 8911e (a) (1,1) (I) provided for the ,eduction of tho ,ax ,.telmposed on Ih. nel value ollr.n.I8I.lo or fo, Ihe use of Ihe .urvlvlng spou.. f,om 0% 10
3% lor dates 01 death on or after July 1, 1994 and befo,e Janu.ry I, 1995
72 P,S, 8911e (a) (1,1) (II) provided for Ih. reduction ollhe ralelmpo..d on tile nel value 01 t,an.'e.. to or for the u.e of Ihe .urvlvlng .pouselrom 3% 10 0%
for dates 0' death on or tlfter January 1, 1995. The statute does not e)(emnt a Iransfer 10 a surviving SPOllSO from tax, and the statutory roqulrements for
dlsclo.ure 01 .....t. and filing a lax raturn are .11I1 applicable even If Ihe .urvlvlng .pou.e i. the only banellclary,
FOR DATES OF D'=ATH ON OR AFTER JAMUARV 1, 1995 -- Ploa.e an.wer Ihe following qu..llon by placing en "x" In the approp'lale space,
DId 1M doc_I o,oa', a Wat 0' slmll., strangemant whloh Is .olaly fo, tha surviving apou..'a ban.fll fo' hla 0' ha, anllrs In.lIm.?
V.a 0 NO@
U you answered vesta the above question, the lax on tho Irllsl or almllar arrangement Is postponed until the death of the second SPOUSD, at which tlrTkllt will
be fully I""able allho ,ate(.) applicable 10 111. ,omaindor benellclary(le.), Enler Iho valu. of Ihe Iru.t on Sc""dule J, Part II, In orde, 10 remove II from the
calculallon of the 1ft)( due In Ihls e.tate, You may wl.h 10 III. Sol1oaulo 0 In ordor to maka Ihe oleollon available under Socllon 9113, IIlhe elecllon I. made,
the trust or similar arrang"ment Is ttll(ed In tho ostalo oltha Ilrst docedent apollse, Ihe pOl110n 01 the trust or similar arrangement whIch banettts tho surviving
spouse Is tllltod allhe zero tft)( ralo, and the remainder Is laxed sltlle ralo(s) applicable 10 the remainder benaficlary{les), If you choose to make tho oIectlon,
you mu.1 aUaoh Schedule 0 10 a Ilmely-fIIed tax ,elurn, along wllh Schedule{.) K and/or M In order 10 ,how Iho apportlonmenl of Il1et,ust 0' .Iml.r
arrangement between tho surviving spouse and 1ho remainder bonollclary(les).
7 PA16002 NTF 10&1'0
Copyright Farms Sollwar.Only, \997 Nelco, Inc,
J
q
REV.11lOO EX + (1-97) i_
COMMONWEALTtI OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
--.------=------='---
ESTAT! OF
Sllra R. stewart
SCHEDULE F
JOINTLY-OWNED PROPERTY
PIU! NUMBER
21-1997-0334
If III _ _ IMdt JoInt wtlhln OM Y'" olth. _nt'l dat. 01 dNth, " mUlt bo roporlod on 8ohodule O.
SURVIVING JOINT TENANT(S NAME
ADDRESS
RELATIONSHIP TO DECEOENL
JOINTLY-OWNED PROPERTY:
LETTER DATE OESCRIPTION OF PROPERTY %OF O"rE OF DEATH
ITEM FOR MAOE Include name ofllnanelallnsfllullon and bank DATE OF DEATH DECO'S VALUE OF
JOINT aocount number or similar Idenllfylng number,
NO, TENANT JOINT Maoh deed for Jolnlly-held real estal8, VALUE OP ASSET INTEREST OECEOENTSINTEREST
None
,
.
.
-
TOTAL IN90 enler on line 6 RllOlWllulallon\ . 0.00
7 CPAll NTF 1010'
C:op~rl"ht Fotml Boftw.Ft OnlY, 1981 N.lco, Inn,
(II more .pacel. n..ded, Insert addlllonal.haol. ollh. .arr.. .Iz.)
REV-l&10 EX. (1-97)
SCHEDULE G ;hl
INTER-VIVOS TRANSFERS &
MISC._NON-PROBATE:~~ERTY =-_
FILE NUMBeR
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
esTATE OF
Sara R. ste..rart
21-1997-0334
TN. oolledukl mU'1 be oompkltod and IU.d Illh. .nowo, 10 any 01 quooUono 1 Ihrough 4 on Ih.. 'OVO'06 .Ida of Iho REV-lIIC1O COVErl SHEET I. YOl,
-
OESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUOE NAME OF THE TRANSFEREF., THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE
RELATIONSHIP TO DECO & DATE OF TRANSFER.
. NO, ATTAC:H COPY OF T!jE DE~Q.FOR RIAL ~STATE, VALUE OF MlSET INTEREST APPLlCABLEl
It:.enw3 1 throogh 19 where held in
the F\lrded Revocable Tr.ust
l\greement dated July 7, 1995 with
Sara R. stewart as Sett.lor am PNC
Bank as Trustee. A copy of such
trust is attached.
1 Harris SaVID;JS Bank, 635 North l2ti 8,274.59
street, Len.:JYTlE!, Pa 17043 -
Certifi~ate of Deposit # 127101
2 PNC Bank, N.A. Certificate of 14,245.96
Deposit # 21001012920
Accr:ued Interest 29.04
3 PNC Bank N.A. Certificate of 8, 113. 63
Deposit # 2l00l012924
Aoorued Interest 21.12
4 PNC Bank, N.A. Certificate of 13,957.56
Deposit # 21001012930
Aoorued Interest 45.4l
5 5000 Delaware Ri v. Port Park Del 5,328.99
Riv BmJs RV bond Dtd 2/1/89; Mat.
1/1/2007; 7.35% @ 106.579500
Interest accrued frOOl, 1/1/97 to 85.02
3/24/97
6 5415.228 units Faton Vance Muns Tr 56,968.20
Pa Tax Free Fd @ $10.52/unit
7 10000 Franklin Pa ~l Sch Dist 10,080.95
bond Dtd 6/15/9l; Mat: 10/1/200~:
6.500% @ 100.809500
Interest aoarued fran 10/1/96 to 312.36
3/24/97
Total fran continuation paqe(s) 456,261. 18
TOTAL (AI.a onlo' on Uno 7, Roo.nllulatlonl 573.724.0l
(If mo,o spac.l. n..ded, Insert eddltlonal sh..ls ollhe same sl2e)
7 CPAO' NT'IO.,0
Copyrlghl Form. 8011w.,. Only, lilil7 NlIlco, InlJ,
APPRAISAL
~ersonal Property of .s'4.h!lJL__~?.Et;:. [J",)M;L_.,_~S j~TE
Appraised by Chuck E. Bricker AU094.L
---------~_. --~-
- ~V..,~:~ ~--
ITEM VALUE VALUE
- O/-J f!- _L.Mt_CL:.9C. K- /00 6ll
D~lr "", ~I!(
LI fLf2JJ!!rIP-- lOd,ut>
~P1LtSCANT D/5t1 :2.6 0 ~ \;:i;'('f)I.r-
-
,.G::E, fE /J SLAG\ 0M f 3b6,Ob
--n MECHANICSBUP.G OffiCE
5.;tD.6\o 77) TAL A , LIA- rS:-,it: C
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~fUMM 's
e.~ebt.y ~'r:&:
34 weST MAIN STREET
MECHANICSBURO, PA, 17066
APPRAISAL
APPRAISAL
Phone: 766,9422
Appraisal For:
~ft,h7
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,Thl\~pp(a"al conUllulet> out careful IV .,vdled opinion of
;.:)h' relall replacement GaS! Ihrough our facIlitieS
~ Ihe dlweu soles nalure value
ollhe atrtQle(sj descr.bed :lbove Insofor 0 In '
obser"ollon. We uumo no Ilobll,l Win' e mounllno(S) ho.... permltled
token on !he bo ollh. y . relpecl 10 any OC:llon Iholmoy be
" opprollol,
~ APP'O".'
.. .
, .
by the laws of that Commonwealth.
IN WITNESS WHEREOF, Settler has hereunto set his hand In the day and year
first above written and Trustee has executed this instrument and caused its corporate seal to
be affixen hereto.
A TIEST:
By '1P 4J~. . " '
( AL) ,
PNC BANK, National Association
By'CA~~' b~
ice Pres, & Trust OHI
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
)
)SS:
)
. On this the !jJJJday of ~, ~ ' before me a Notary
Public, the undersignen officer, personally appeared ~ 'i
known to me (or satisfactorily proven) to be the person whose name Is
subscribed to the within Instrument, and acknowledgen that s/he executed the same for the
purpose therein contained.
IN WITNESS WHEREOP, I have hereto set my hand and notarial seal.
. \JQ~U Qj~irJ-,
Notary Public
NalIMIIIMI
Debra ~ smfl, N*ty P\do
=~~J~
4
. ',.......---....
_'C" ."""....._-......",._...- ,-,
PlJIlPOIEOF
NOT1CEl
To fUlfill the raqulr..ent. of Slctlon 214& (b) of the Inh.rlt.na. Ind F.,tlt, raM Aetl Aot 21 of 1991.
(72 P,S. Slat Ion 9141),.
PAVHEHTI
D,t,oh the top pOrtion of thll Nutte. and tubalt with your ply.'nt to the Rlgl,t,r of Will, printed on t~
""VI,." ,Idl,
-- Hike ChlClk or 1lI0nty ordtlr p'VHlt tOI REGISTBR 0' MILLS, AGENT.
REFUND (CR) I
.Ii rlfund of . hie ortdit ..y b, r.qu,.tld by cOlIPl,Unll In "APPllolUon for A,fund of Plnn'Vlvant,
Inherltlno, Ind Elt,t, TalC" (REY-1313l, ApplJoltlon8 are IVlllabl, at the Offl01 of the A,gl.t~r of Willi,
any of the ~3 R.vlnul Ol.trlot Offltl. or frol the O.p.rt~'nt'. Z4"hour an,wlrlng l.rvl01 nu.o.r. for for.. ord.rln.~
In P.nnIYlvanl~ 1-800-362-2050, outside Pannlylv."I. and within local Harrllburg ara~ (7171 781-8094,
TOOl (717) 772~2252 (H..ring lIP_ired Only),
OIJECTJOHSI AM party in Inhr..t' not Il!lti.U.d with tha iU....II.nt 0' tax a. .hown on thit notica IIIIly obJ.ot within
.Ixty (60) day. 01 r.c.lpt of thl. Notlc. bYI
--writt.n prohllt to the "''' n.p.rt..nt of R.v.nuI, Baird of Appuh, D.pt. Zal0211 Harrl.burg, PI. 1712&-10211 OR
--lllotlng to have the lIIIatt.r ~.t.rlllltn.d at audit of the p.r.onal r.pr...ntativ., OR
--eppul to ttw Orphan.' Court,
"DfHN~
ISTRATIVE
CORRECTIONSI Faatual .rror. dl.tov.r.d on thl. ~"."II.nt ,hould b. addr....d ln writing tal P" DaPlrt..nt 0' Havlnu.,
8ur.~u of Individual Tax.., "TTWI Po.t A.......nt R.vi.w Unit, DIPt. 28060~, Harrl.burg, PA 17128-0601,
Phon. (717) 787-6505, S.. pig. S of the booklet "In.truction. for Inh.ritanc. Tax R.turn for ~ R..ident
Olc.U.ntA CREV~1501) for an Ixplanatlon of adMlnlstratlv.ly corr.ctab)1 .rror..
I
.
PENAL TV I
Th. 15X tax a~..ty non-participation p.nalty I. cCllllput.d on the total of the tax and Int.r.~t a......d, and not
paid b.for. January la, 1996, the flr.t day aft.r the and of the taM allllnasty p.rlod, Thl. non-partlolpatlon
p.nalty I. app.alablo In tha ~allll. ~ann.r and I~ the the .a.. tl.. p.riod a. YOU would ap~..l the taM and lnt.ro.t
that ha. be," a.,a...d is Indicat.d on thl. notlct,
INTEREST I
For dlt.. of dlll.th on or Ift.r 10-!-91, P.nn.ylv.nla E.tat.. Tax baud on the F.der,d Estah Tax
return b.co... d.l1nqulnt at thl .xplraticn of nln. (09) Months frail the data c.f dlath,
For d.t.e of d.ath prior to 10-!-91, Penn.ylvanla E,tat_ TaM bl.ld on the Fld.ral E.tnt. Taw return
bacc... dallnqu.nt ot the 'MPlration of aight'.n (1^) Month. fro. the data of d..th.
Tax" whJch b.c... d.llnqu.nt b.fore January 1, 1982 blar '"t.ra.t at the rata of .ix (6X) p.rcent p~r annu.
ollcullt.d at a daUy rata ~f ,000164. All talCI. which b.ca.. dClUnqu.nt (In or aft.r January I, 1982 wiU b.ar
Int.r..t It . rata which wlil ~ary fro. ool.ndar y.ar to oll.ndar y.ar with that rat. announold by the PA
D,plrt..nt of R.v.nuI. Th' appl1cabl. Int.,..t ,..t.. for 1982 thro~.lIh 1998 arll
V.ar Inhr..t Rah Del1~ Inhr..t Factor V,ar Int.rut Rat. Dally Int.r..t Faotor
1982 ZO:c ,000548 1981 9% .000247
19113 16X .000438 198'l-11j91 IlX .nOOlOI
19114 11X .000301 1992 9if, .000247
1985 15:C .000156 199]-1994 7X ,000192
l'A6 10i': ,000274 1995-199. 9X ,000247
ulntar..t 11 cllculat,d " folloWl1
INTEREST a BALANCE OF TA~ UNPAID ~ NUMBER OF DAYS DELINQUENT ~ DAILY INTEREST FACTOR
~-Any Notloa I.eu.d Ift,r the tlM bloo... dallnqu.nt will rafl.ct an Int.r..t o.loulatJon to flft,en (IS) day.
beyond the data of the a......,"t. If paY'.nt I, ..d. aftar the Int.r..t oo.putltion data .hown on the
Hotlo., additional 'nt.ro.t IIIIU.t ba cllcuhtad.
, ,
I
I
COMMONWEALTH OF PENMSVLVANIA
DEPART"ENT OF REVENUE
(1_.--
*
BUREAU OF INDIVIDUAL TA~ES
INHERITAHCr lAI( DIVISION
DEPT, Zl0601
HARRIS.URa, PA l11Z8-0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE O~ D15ALI,OWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
UHllI U U, HH11
03-23"98
STEWART
03-24-97
21 97"OH4
CUMBERLAND
101
E_ AM=:-t R.~ltt.~_~
MAKE CHECK PAVABLE AND REMIT PAVHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINii ... RETAIN LOWER PORTION FOR YOUR RECORDS .....
R 'EV: ii'4j-ix "AF;;" f 0 ij:97j" -Na"fi ci" "OF" i"tiiliiii f ANC'i" "fAX "liPPRA- is Ei-tENT -,- -Ai:. i-owANcE" 'OR ---- -- -- -,,-- - -"""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
~ARA R FILE NO. 21 97-0334 ACN 101
JOHN A SCZEPANSKI
1600 MARKET ST 8TH FLR
PO BOX 42933
PHILA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTV
ACN
R
SARA
PA 19103
ESTATE OF STEWART
DATE
03"23,,98
I
I
i
i
,[
I
I
II
i
,
TA~ RETURN WAS, I X I ACCEPTED AS FILED
RiiERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON, ORIGINAl. RETURN
1. R..l E.t.i. (Schad..ll. A) UJ..
2. Stock. and Bondi (Schedule 8) (2)
5. Clo..ly Held Stock/P.rtn.r~hlp Int.,...t (Schedule C) (5)
~, Horta.g../Not.. Receivable (Schedule DJ (4)
Ii. C..h/Bank neposih/Hho. Par.onal P,'oparty (Schedule EJ (s)
6. Jolntl~ Own.d Prop.rt~ I$o~dul. Fl (61
7. Tranlf.,.. CSchadul. OJ (7)
a. Total A...t.
622,058.11
I CHANGEO
.00
.00
,00
,OQ.
48.334,10
.00
573,724,01
(8)
NOTEt To Inlur8 prop.,.
or.dit to your account,
lub_it the upper portion
of thl. forM with ~our
tax pa)l...nt.
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. Funeral b:palu../Ad... Coah/Hhc. b:pen... (Schedule H)
10. D.bta/Hortgaga li~bl11tl.l/ll.n. (Schedule I)
11. Tot.l Deduction.
12. N.t V.lu. of TRX R.turn
15. Charit.ble/Gov.rn...nt.l 8.qu..t,~ Hon~.l.ct.d 9115 {ru.t. (Schedule JJ
14. N.t Value of Elt.t. Subj.ot to Tax
41,190,28
191
no)
2. 90f" 88
1111
112)
(13)
114)
~4. D9~ 16
577,962,95
2,000,00
575,962,95-
will
i
I
I
i
If an aSBessment was iBBued previouBly, lines 14, IS and/or 16, l7 and 18
re1'lect figure. that include the total of a.~J.. returnB .BlIBBBed to date.
ASSESSMENT OF TAXI
IS, Anount of Lin. 14 .t Spou,.l ..t. (15)_
16. .~ount of Line 14 taxable .t Lin..I/CI... A r.t. (16)
17. Anaunt of Lin. 14 t.xabla .t Coll.t.ral/CI... B r.t. (17)
18. Principal Tax Due
TAX CREDITS I
PAYMENT
DATE
06-20-97
12,,22,,97
NOTE:
.00 ~ ,00.
. 00 ~ ,06._".
575,962.95 ~ ,15.
nBI
.00
,00
86,394,44
86,394.44
RECEIPT
NUMBER
AA211452
AA242588
DXSCDUNT (')
INTEREST/PEN PAID I-I
3,890,80
,00
AMDUIlT PAID
73,925,20
8,578,44
TOTAL TAX CRED~
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
86,394.44
.00
.00
,00
. IF PAID AFTER DATE INDICATF.D, SEE REVERSE
fOR CALCULATIOM OF ADDITIOMAL INTEREST.
IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CRF.DIT" (CRI, YOU MAY BE DUE
A REFUHD, SEE REVERSE SlOE OF THIS FORM FOR IMSYRUCTIONS,1
\,':'1
'..,
. ~:~[
"
CJ
'=,
c:)
f?'l
it ~:
" :.J
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RESERVATION I Esht.. ('If d.oed.nt. dying oh tlr bltorl D.o.-b," 12, 1.82 "w If any futur'. lnt.r..t In the ..tet. II tl'ln.ferred
In POI....lon or .nJoy.tnt to Cia.. B (oollat.r.l) b.n.flelerll' of thl dlc.dent Ift,r tho Ixplratlon of .ny ..tet, for
I1f. or for ~eer., the Co..onwewlth hlr.by Iwpr...ly r..erve. thl right to appral.. and ...... trln.f.r Inheritance ,.W..
at the llwful CI". a (ooll.t.r,l) retl on 'ny IUCh future lnt.r'lt,
P~POSE OF
NOTICE I To fulfIll the r.qulr'''lnt. of SIPHQ" 2140 of t~ Inn.rlhno. and btltl Taw Act, Aot 21 of 1995, (72 P.S,
S.ctlon 9140),
PAYHENYI Butach thl top portion of thll Notlcl nnd subait with your pay.ent to thl ~lol.t.r of Willi printed on the rIver.. .Id..
--Hlk. chlok or MOntly ordlr payabll tOI REOISTER.QF NILLS, AOENT
REFUND (CR)I A r.fund of 8 taw or.dlt, which wa. not rlqul.tad on thl Taw Return, .IY be r.que.tld by cDaplltlng an "Appllcltion
for R.fund of Plnn.ylvanla Inh.rltlnoe and Eatate Tax" (REV~IS1S), Applloatlon. '1" avallabl. at the Office
of the Rlgllter of Willi, .ny of the 25 R.vlnue 01.trlot Offloel, or by oalllng thl .peoill 24~hour
on,woring ..rvlc. nutb.r. for fora. ord.ringl In Penn.ylv.nl. 1-800w36Z.2050, out,ld, P."".yl~oni. Ind
within 10011 Harr hburg a". (71'1> 7117-409", TOO' (717) 772~~ZSZ (Hur Inll I.p.ir.d Only).
OBJECTIONS I Any party In lnt.r..t not .atl.fl.d with the apprals"lnt, allowano. or dl..llowanc, of deduction., or ........nt
of t'K (Inoludlng dl.count or lntere.t) a. .hown on thl. Notlcl IU.t objeot within .IKty (60) day. of r,ollpt Qf
this NoUce bYI
~.wrltt.n prot..t to the PA Dep.rt..nt of Rlvlnue, BOlrd of Appe.h, D.pt. 281021, H.rrlsburg, PA 1712a~IOtl, OR
~~8110tlon to have th_ .attlr d.tor.inld ~t audit of the aocount of the per.onal rlpr...ntativ., OR
--app.al to the Orphan.' Court.
ADIUM
ISTRATIVE
CORRECTIONS I
Flctua1 .rror. dlsoovlr.d on thl. ........nt .hould b. .ddr....d In w~Jting t01 PA Dlpart.ent of R.~.nut,
Bur..u of IndIvidual Tax.., ATTNl Po.t A..I..lllnt R.vl.w UnJt, D.pt. Z80601, Ha,'rl.burg, PA 17128.0601
Phon. (717) 7&7-6505. S.. Pili' S of the booklet "In.truction. for Inh'rlt.n~. Y.w R.turn for I R..ldent
Deoldlnt" (REV-ISOl) for an .xplanation of adMlnlstratlv.1Y correctable Irror.,
DISCOUNT I
If Iny tax ~ I. p.id within three (5) cal.ndar ~th. aft.r thl dec.dent'. d.ath, . fJva p.roent (S~) discount of
the tax paid h allowld.
PENAL TV I
The 15~ taK .-nI.ty non-p.rtlclp.tlon pen.lty i, c~ttd on thl total of the tax Ind Intlre.t .......d, end not
paid b.forl January la, 19'6, thl flr.t day aft.r the end of thl taw ..n..ty Plrlod. Thi. non-plrtlolpatlon
penalty I. appeal.bl. In the I~' ,ann.r and in the the J~' tie. period .. you would appeal th8 tlW and Int.r..t
th.t h.. been .......d a. Indlc.ted on thl. notlc..
INTEREST I
Int.r..t I. charged b.glnnlng with flr.t day of delinquency, or nln. (9) IOnth' and one (1) day frol thl d.t. of
death, to the date of paYI.nt. f.xI' which blo... delinquent b.fore Jlnuary I, 19ftt b..r Int.r..t .t the r.t. af
sIx (6%) p.rcent p.r .nnuI caloulet.d at . d.lly rat. of ,000164. All taw.. which beo..e delinquent on and .ft.r
.I.nuary 1, 19a2 will b..r Int.rest at . rata which wl11 vary frol c.llndar YI.r to callnder VIIII' with thlt ret.
announc.d by th~ PA Dep.rt_ant of Rev.nu., Tha .ppllcabl. Int.~..t ratl' for 198~ through 199& arll
'!!!! Interut R.te D.lly Intorut Fftctor :!!!r Int.rest R.t. Oftlly Int.rest Factor
1982 20% .00051t8 1967 OX .000247
1985 16% ,000456 1'6&~1991 11% .000501
1m 11% ,ORalOl 1'1'/' 9% ,000247
1985 15:< .000556 1993-1994 7:1. .00011U
1986 10% ,000274 1"5~199& 'X .000247
-~Intar..t Is cIIlculated .. followll
INTEREST a BALANCE OF TA~ UNPAID ~ NUMBER OF DA~S DELINqUENT ~ DAIL~ INTEREST FACTOR
~.A"y Notlc. ISlued aft.r the tllK b.co~.. dlllnquent will r.fl.ot an Intlr..t c.lculatlon to flft.en (IS) day.
blyond the date of the ........nt. If pay..nt t. n.de after the Int.r..t co_put.tlon d.t, Ihown on the
Notice. additional lnhre.t IU.t bill calculat.d,
~
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fB .~
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& .:::J 0 CO_
U.o , UJUJ(.!)
t--
0 UJ~ 00 OJ tto::o::
H H_ !1b OJ :::><(:::>
(1)(") ,..
Z ~5 <(::>00
UJ 0::0 0 ' O(/)
~ ~B Z H(/)Q
Zoc (/) -
$:UJ ..J HHZ
..J O::UJ<(
(I) Oeo ~ UJ:':::::C
u. 1-:2: ooO::U
0 UJ::> O<(UJ
::Co 0:::2::2:
LU I-
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PRIVATE BANK
SARA STEWART
CERTIFICATE~
14.047,5600 PAR HARRIS SAVINGS BANK
CTF OF DEPOSIT 105"16"102106
4,93~ DUE 9/6/99
21.144,1600 PAR HARRIS SAVINGS BANK
CTF OF DEPOSIT 118"72-2l7254
2,83~
PNC BANK, NATIONAL ASSOCIATION TRUSTEE
UNDER THE DEED OF TRUST OF
SARA R STEWART DATED 7/7/95
ASSETS HELD AS OF 3/24/97
(DATE OF DEATH>
,W,D,S
5.00U PAR DELAWARE RIV PORT AUTH PA 8 NJ DEL
7,375X DUE 01/01/07
Oil 106,5796
INTEREST FROM 1/01/97 TO 3/24/97
10,000 PAR FRANKLIN PA REGL SCH DIST RFDa FGIC
6,50~ DUE 10/01/04
Oil 1UO,8095
INTEREST FROM 10/01/96 TO 3/24/97
10,000 PAR PENNSVLVANIA STATE
6,607. DUE 06/01/08
Oil 106,1740
INTEREST FROM 12/01/96 TO 3/24/97
10,000 PAR PENNA STATE TPK COMHN
6~ DUE 06/01/15
Oil 101.9010
INTEREST FROM 12/01/96 TO 3/24/97
fl!Iil!.S
5,415,228 UTS EATON VANCE PENNSVLVANIA
TAX FREE FUND
Oil 10,5200
1,022.495 UTS PRUDENTIAL MUN SER I'D PA SER
CL A FD 1056
iI 10,5100
3.440 UTS PRUDENTIAL MUNICIPAL SER FUND PA
SER CLASS B FD 1068
Oil 10,5100
6,087 UTS PNC LONG TERM PA TAX FREE INCOME
FUND
Oil 8.1190
177 UTS PNC SELECT EQllITV FUND
iiI 36.4070
" 2 -
"
PNCBANK
5,328,911
85.02
10,08n.95
312.56
10,617.40
207.17
10,190.10
188,33
56,968,20
10,746,42
36,154,40
49,420,35
6,444,04
1135002
14,047.56
21,144,16
TA!fHnl (tol~51
'9cl S~p 30 1\11 :~;iO
Clh'fI
Cum!,;
i:.Jrl
PA
_OF
NOTICE I
To fulfl~l the taqulr..-nt, of Section 2145 (b) of the Inh4rltang. .nd E.tet_ raM Aot, Act 21 of ."a, (72 P.~.
SlIotlon 9145),
PAVMEHTt
Detach thl top portion of this Notlo. end ,ubftlt with your pay..nt to the R,glst.r of wtlll printed on thl
r.v....n I!(k..
..~ HIlke ohack or .onay order payabht tOI REGIYTER OF MILLS, AGENT.
REFUND (eA) I
A refund af 8 tRK credit allY be requasted by co.pieting an "Application f~r Refund of PennsYlvania
Inn-rltenoe and f.,tftt. lax" (RF.VM1313), Applications are available at the Offl08 of the Regl.t.r of WillI,
IMlY of ttMl 23 Rel/.Roo l'IIat,.iot OfflolilS Of' froll tht:! Dt-Pflrtunt's 2"4-hour ttnllwerl"g ,grvlea tllHtbers for for.. arderIrnJI
In Pennlylvanla 1-800-362.2050, outside Pennsylvania Bod within local Harrisburg .rn. (717) 787~8094,
TOO. (717) 772-2252 (~aring I~alr.d Only).
OBJECTIONS I Any party In In18r..st not utbflgd with tho aUfills.'IIlt. of ta)( lIS shown on this notice lIay objeot within
8iKty (60) days of reoalpt of thIs Hotice by~
p-WrittDfl protest to the PA Depart..ant of Revenulil, Soar<l of ^pposls, Dept. 281021, HarriSburg, PA 1712&-1021, OR
--.I.oUng t(l "avlI tho lIatter doterllln"d at 8udlt of thG p41rsl)nal r-.prosDnb.tlVft, OR
u~.l to ttu Orphans' Court
ADtlIH-
ISTRAllVE
CORRECTIONS I fac.tual _rrorll d1Bcovared on this auasnent should ba addrlllSud In writing tal PA Uepart..nt of Raveou.,
lur.au of Individual "a)(al, ATTH: Post Anan.ant Review Unit, Dept. 280601, Herrhburg, PA 11118-0601,
Phone (717) 787-650S. SIbO pnge 5 of thu booklet "Instruotions for Inheribnce hl)( Retul'n for 8 Residant
o.o.dent.. (REV-ISO}) for an eMP}8l1eUon of adMinistrativelY correotable arrors.
PENAL TVI
'-h. 15;:- tflX Mnnty non-portlc1pat1on penalty Is cOllputed on the total of the tal( end interest asu.nd, and not
paid tMlforR January 18, 1996, the first dRY afhr thfl and of the hl( aMnesty p.riod. This noo-plwt1c1paUon
~nelty 11 appaalable In the SQ.. Mannar and In tha t.hfl saMe tin par lad 115 YOU would appeal tha taM and inhra.t
that has been aSla..ad ~I Indicated on this notJee.
INTERESTl
Additional Parmlylvunla Estll'h Tax .ssessed 85 a rnsuH of I'; change on tho FedfJrel Estate TOM Closing
lathr beOOItU delinquent at the Cilxpiration of ong (ll Month frotl the datg the final notloe of thn InoreRs.
in F.dQr.l Estate tax Iy raoelv_d.
T8lC.1I whioh baoH8 delinquent boforo .January 1, 1982 beal' lnterflSt lit tho rato of six 16!:) pl)foc.ant per a~
calculabd ut a dalh rate of .000'64. All ta)(eS whhlh bacMle dellnqt!(lnt cn or after JltflUl!ry 1, }lJ82 will tMilr
lnterast at a rate which will vary frOM calendar yoar to oalendar year with that rftte announoed by 'th9 PA
Depart..nt of Revenue. Tho applloable Interllst ratoll fur 1982 through 1998 tlral
~ In18;'..\ ~ftte Deily Intor."t faotor Veal' !~~ DC'lllY Intorast Faotor
1982 ZO;: .000548 1987 9;: .000247
19U 16;: .000(,38 198&-1991 11% .000301
1'" ll~ .000301 1992 9% .000247
1985 13% .000356 1993-11}94 n .000192
".. 10;:- .001,1274 1?95~19lJl\ 9% .000247
"-Inter..t is oaloulatfl<l .. followsl
INTERtBT e BALANCE OF TA~ UNPAID X NUNBER Dr DAYS DELINQUENT X DAILY INTEREST FACTOR
~-Any HotIo. iUlled an_I' the tax b.co.... dUlllnquent wHl reflect an lnterest ealoull1Uon to flftelln (15) day,
beyond the date of the a....s..nt. If peYHnt is .ltde after the lnt.rest coapu'tat!un date .hown on the
NoUe., additional Int.re.t .uat be calCluhhld.
..
"
SARA'STF.WART
PRINOIPAl
RECE! PTS
NET GAIN/LOSS ON CONVERSIONS
ADJUSTED BALANCE
LESS DISBURSEMENTS
DEBTS OF DECEDENT
FUNERAL EXPENSES
ADMINISTRATIVE EXPENSES
FEDERAL AND STATE TAXES
FEES AND COMMISSIONS
FAMiLY EXEMPTION
TOTAL PRINCIPAL DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
PRINCIPAL BALANCE ON HAND
INVESTMENTS MADE
CHANQES IN INVESTMENT HOLDINGS
INCDME
RECEIPTS
LESS DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
INCOME BALANCE ON HAND
COMBINED BALANCES REMAINING
..
SUMMARVAND INDE~
UIin
I - I
4 - 6
7 " 7
7 - 7
7 - 8
8 - 8
8 - 8
7 - 9
l,oss,e7-
6,570,00.
995,5h
88,957.64-
54,140"8,8"
,,00
10 - 10
11- 11
12" 12
13. 16
11
17
18"18
- 2
PNCBANK
1155002
488,343.40
2,628.67
490,972.07
133,679.40"
557,292.67
2,000.00-
355,292.67
28,664.44
2,014.51-
26,649.93
.00
26,649.93
581,942.60
fl'lINnlllolll!l1
...
SARA STEWART
CONTlNUED.I.CASH
UNCASHED DIVIDEND CHECK
PAYAB~E 12/23/96
PRUDENTIAL MUNICIPAL SER FUND
CLASS A
UNCASHED DIVIDEND CHECK
PAYABLE 2/15/97
EATDN VANCE MUNI TR PA TAX FREE
FUND
CAPITAL GAINS DISTRIBUTION
PAYABLE 12/23/96
PRUDENTIAL MUNICIPAL SER FUND
CLASS A
RECEIVr:D
CAPITAL GAINS DISTRIBUTION
PAYABLE 12/23/96
PRUDENTIAL MUNICIPAL SER FUND
CLASS B
MESSIAH VILLAGE
EXCESS SUNDRY CASH
TOTAL INVENTORY
.
PRIVATE BANK
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PNCBANK
1135002
5B .86
257.33
183.05
222.96
25.00
486.412.63
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PRIVATE BANK
PNCBANK
SARA llTlWART 11$5002
D~INS AND LOSSES DN SALES AND OTHER DISPDSITIDNS
lW.K J..AU
7/09/97 JEWELRY
PROCEEDS I 112.42
ACQUISITION VALUE, 2!LOQ 87,42
7/09197 PEkSDNAL PROPERTY
PROCEEDS, 228.05
ACQUISITION VALUE, 390.00 161.95-
7/09/97 APPRAISED JEWELRY
PROCEEDS, 489.02
ACQUISITIDN VALUE, _ 651.00 161,98-
7/09/97 CDSTUME JEWELRY
PRDCEEDS, 30.51
ACQUISITION VALUE, 1. 00 29,51
7116/97 PERSONAL PROPERTY
PROCEEDS, 100.00
ACQUISITION VALUE, 130,Qll 30.00-
7/22197 680 UTS PNC LARGE CAP GROWTH EQUITY FUND
PROCEEDS, 13,742.12
ACQUISITION VALUE, ~1.362.80 2.379.32
7122197 362 UTS PNC LARGE CAP VALUE EQUITY FUND
PRDCEEDS, 7,092.67
ACQUISITION VALUE, 6.338.26 754,41
7/23/97 14,047.560D PAR HARRIS SAVINGS BANK
CTF OF DEPOSIT 105-16-102106
4.93" DUE 9/6/99
PRDCEEDS, 14,047.56
ACQUISITIDN VALUE, 14.047.56 ,00
7123/97 21.144.160D PAR HARRIS SAVINGS BANK
CTF OF DEPOSIT 118-72-217254
2.83"
PRDCEEDS, 21,144.16
ACQUISITIDN VALUE, 21.144.16
7/25/97 5,415.228 UTS EATON VANCE PENNSYLVANIA
TAX FREE FUND
PRDCEEDS, 57,703.48
ACQUISITION VALUE, 56.968.20 7U.28
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.
PRIVATE BANK
PNCBANK
SARA STEWART DAINS AND LOSSES ON SALES AND OTHER OISP~SITIONS 1135002
WH JJW.
7/25/97 10,000 PAR PENNA STATE TPk COMMN
6Y. DUE 06/01/15
PROCEEDS, 10,458.30
ACQUISITION VALUE, 10.190.10 268 . 20
7/25/97 8,113.63 PAR PNC BANK, NATIONAL ASSOCIATION
CERTIFICATE OF DEPOSIT 1012924
4,7Sy' DUE 2/4/99
PROCEEDS, 8,113.63
ACQUISITION VALUE, 8.113.63 .00
7/25/97 14,245.96 PAR PNC BANK. NATIONAL ASSOCIATION
CERTIFICATE OF DEPOSIT 1012920
4.65" DUE 11/8/98
PROCEEDS, 14,245.96
ACQUISITION VALUE, 14.245.96 .00
7/28/97 1,460.511 UTS PRUDENTIAL MUNIC~PAL SER FUND PA
SER CLASS B FD 1068
PROCEEDS, A5,602,05
ACQUISITION VALUE, 15.191.62 410.45
8/01/97 3,000.132 UTS PRUDENTIAL MUN SER FD PA SER
CL A FD 1056
PROCEEDS, 32,521.41
ACQUISITIDN VALUE, 31. 699.25 822.16
7/29/98 13,957.56 PAR PNC BANK, NATIONAL ASSOCIATION
CERTIFICATE OF DEPOSIT 1012930
6.25X DUE 11/5/99
PROCEEDS, 13,957.56
ACqUISITION VALUE, 13.95.,....5..6. .00
7/30/98 6,756.71 PAR HARRIS SAVINGS BANK
CTF OF OEPOSIT 118-73-217331
7Y. DUE 1/26/99
PROCEEDS, 6,756.71
ACQUISITION VALUE, 6.756.71 .dD
TOTAL GAINS AND LOSSES 5,724.78 3, 096 . 11-
LESS LDSS -f.flH+ -
NET GAIN
....".....
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PRIVATE BANK
PNCBANK
SARA STEWART 1135002
RECEIPTS o~ INCOME
1ll.WUI
tlARRJS SAVINOS BANk
CTF OF OEPDSIT 105-16-102106
4.9SY. DUE 9/6/99
7123197 90.39
90.39
HARRIS SAVINGS BANk
CTF DF DEPOSIT 118-72-217254
2.85Y.
7123/97 78.62
78.U
DELAWARE RIV PORT AUTH PA I NJ DEL
7.375" DUE 01/01/07
7101197 99.35
7108197 7.17
106.52
FRANkLIN PA REGL SCH DIST RFDO FOIC
6.S0Y. DUE 10/01/04
4101197 12.64
7/08/97 175.14
187.78
PENNSYLVANIA STATE
6,60y' DUE 06/01/08
6101/97 122.83
7/08/97 67.83
190.66
PENNA STATE TPk COMMN
6Y. DUE 06/01/15
6101197 111.67
7/25/97 90.00
201. 67
PNC BANk, NATIONAL ASSOCIATION
CERTIFICATE OF DEPDSIT 1012930
6,25y' DUE 11/5/99
4107/97 74.09
5/05/97 71.70
6105197 74.09
7107/97 71.70
8/05/97 74.09
9/05/97 74.09
10/05/97 71.70
11105/97 74.09
12/05/97 71.70
1/05/98 74.09
2105/98 74.09
3/05/98 66 .92
4/06198 74.09
5/06/98 71.70
6/05/98 74.09
7105/98 71.70
7129/98 54.96
1,218.89
PNC BANkA NATIONAL ASSOCIATIDN
CERTIFIC TE OF DEPDSIT 1012924
4.75Y. DUE 2/4/99
4/04/97 32.74
1n"Notlllllll!ll
. 13 -