HomeMy WebLinkAbout97-00416
1)I~TrrION "'OI~ I)ROHATI': and GRANT 01- LETTERS
":1/(///' /1'P,"//11, .1. r;C/ S /" No. c.-l I 1'1 .... IUill.
a/so kl/oll'l/ /H _. [0:
Register 01 Wills lor 1111'
. .hm.. ...m. ... .. ,/I/'c'<'tIw'r/. ('OIlIlIY 01 C\lMIlJmJ.flNJL.__ III Ihe
SO('/II/ SI'c'II/'ilY No,(8{ ':..Q.') --:().f"<.y'/._. ('Of1lf1lollwealth 01 I'ellllsylvllllln
The petilloll or Ihe olldersi~lled respeellully represellts Ihm;
Your petitloller(s). who Is/are IH years 01 age or older aa the eXeell1 ~,e... .. __...._..... Ilamed
Il1lhe lasl will 01 the aho"" deel'delll, dllted -.S "I' I('~_t.('r< . _~.~_... .........._.._... 19_~f-_
1\11(1 l'lldiell(s) duled . __.__.._....__...___.__.__..
('lllll' r~I{,\'Ullf dr('1l1ll~tnlll'r~, ('.11. rrnlllldUllnll, drolll (If {"{'('Iuor, Ole.1
Deeelldelll W'!S domiciled nt denth ill ..... .c...'1_~..(..eL"..~.---.... Coul1ly..yennsylvunin, with
h....(_/Z._ IlIsl~If1lII~' or Prlndp~~r()lellee III ..-/iI"'...L-..XL'!!t'!!JI.L-_../h;L.~~,j.r
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nll)~~I:I. the~~:J' ~~;;~_lur~~F:~&J:~1 ";.-5:7.'( ~=:.2..L..__~___. 191-2~:
I'\eepl a~'l1l1ws, d~em did Ilot murry. wa:r:;:;t divorced and did not hnve a child born or adopled
alter e\el'lIlioll 01 the will ollered lor prohale; was nOllhe I'lctim 01 a killing al1d was never adjudicated
1111'of1lpetent: ____.___. ... __.._._._______._..___--..-__
Deeendent al dealh oWiled properlY with estimated values as FollolI's:
(l(dol11ldled in I'a,) All personll! property
(II not domiciled in Pu" Personal property In Pennsylvania
<II not domiciled in Pa,) Personal property in County
Vnlul' or rcnll.'stull' in Pl'llnsy!vunin
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\\'HEREFlJRE. petllionerbl respectfully requesl(~~he prob te of Ihe last will and codlcll(s)
presenled hl'rewith lInd the grum of lellers.__._U-z. ...
I (ll'Slam~nlllr~': lIdrnlnl.'iH or\ C,l..\.; admlnlslfatlon d.h,n,c.t.8.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.IH OF PENNSYLVANIA I .
COUNTY OF .._..S:U~IBLRLAND ____ J ::;8
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The (wtilionel(s) allllll'.namrd ',wear(s) or alfirm(,) Ihal the slUlements in Ihe Foregoing petition arc
/rlle and WIH"llo tlte hl'st 01 Ihe knll\\lcdge and helieI' 01 pelilloner(.s) and lhul as personal represen-
tlllil'l'l'.) "I' I Ill' ahol'l' decedent pl'lilloner(s) will well nnd trnly administer the estate according to law,
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dOMMQt-IWI!A~T" Of' PflNNBVI.Y^NI.4' OiPAR1M~NT Of' Uti"L'"' IIITAl RECORDS
CERTIFICATE OF OEATH
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:1-97-416
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/5""~ 175' 1,/
~ '. v. INHERITANCE TAX RETURN
".)\W~i;!' RESIDENT DECEDENT
coMMo~~r.\~IWT'ilfPm~W~ANIA (TO BE FILED IN DUPLICATE
......... ... "Ak,,~M:{~,~1'996()1. ... . . WITH REGISTER OF WILLS)_cou~~coDE ... 19~ZR . Oib~8ER
-r-m mor;:;; nm:~: ,"5bTriNm~---- [miNT'S COMPlETE Aooms
Q '~CI~;t~_~;~~;~~..m . I '.IOA~;~~~~7- TA~;I;;;L6m:_ c~~::.~~:!::~~~:~E~~...~~~~-3~31
~! [XII. Original Return I I 2. Supplemental R.turn U 3. Remainder Relurn
'" ~~ Ifor dote. of deolh prior to 12.13.921
h::~ 114. lImlt.d ellole [ 140. Fulure Intelell Comproml.. [J 5. Federol ellole Tax
:x:~... Ifor dole. of deatl, aher 12.12.B21 Return Required
Uta:l [16, Decedent Died TeslCllfl II 7. DecedantMalnlalneda livIng Tru.t _8, Tolal Number of Safe Depos1tBoxes
<( IAttoch copy of W!IL. . ......_m._.o_..0.!!~h copy of T''!!!L...
AU CORRUPONDINCE AND CONPIDINTlAL TAX INI'ORMAnON SHOULD IIIIIlIICTlD TO.
~ ~ N ~~RA.NC_~~--:- S~~HA~-~SQ. om ___IOMPlETE ;;t~N; A:~~~H SECOND S1'REET
o Z m""ONEHUM'" HARRISBURG, PA 17110
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_m._ ~ ( Z17) = .2.3~-::~li1~.".~o~.
R~V I~()O f.X. (l1.lJll
1. Real e.late 15chedul. AI ( 1) __._.
2. Stack> and Bond. (Schedule BI ( 2) __.
3. Clo.ely Held Stock/Porlno"hlp Inlere.1 ISchedule C) (3)
4. Mortgago. and Nole. Rocoi,able ISchodule 01 ( 4)
5. COlh, Bank Oepo.lh & Mllcelloneolll Pe"onol Property( 51
(Schedule EI
6. Jolnlly Owned Properly (Schedule FI
7, Tronsfe" (Schedule GI(Schedulel)
8. Totol Gra.. A..e" 110101 line. 1.7)
9, Funerol Expenses, Administrative COSh, Miscellaneous ( 9)
Expen!.' (Schedule HI
10. Deb", Mortgage liabilities, lien! (Schedule II
11. Total Deduction! (Iololllno. 9 & 101
12. Net Volue of E.lolelllno 9 mlnu.llne 111
13. Charitable ond Go,ernmentol Beque." (Schedule JI
__._ ..__u.14:..toJ.!'..Value .SubjecI.'!' Ta".~I,!e.~2_mln~.llneI31
15. Amount of Une 1.4 toxable at 6% rote
(Include yalue. from Schedulo K or Schedule M.)
16. Amount of line 14 taxable at 15% rale
(Includ. ,olue. from Schodule K or Schedule M.I
17. Principal lox duelAdd lox from 1100 15 and from line 16.1
18. Credits Spousal Povorly Crodil Prior Payman" Discount lnlerest
+ + .__.._----.._.._-~. ----.-
19. If line 18 I. greoler than IIno 17, nnlo, tho differonce on lI"e 19. Thl. I. Ihe OVERPAYMENT,
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'OR OATIS D. DIA'H AFrIR 12/31/91 CHltK HIU
" A IPOUIAL ..
'OVIRTT CRlDn II CLAIMID []
,iLl Nu",uiiii. . . . ......_...._._m....
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55,116.77
( 61___
( 7)
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( B)
55.116.17
31.379.91
(10) _
(151
23.736.86
(II) _____.u___u
(12) 23.736.86
.(131 ________.._..
(I~ 7',716_86-
1.42~.,2L.
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x ,15..
(17) __ ._L!I.2!!..2L
(18) _...._m__.m..
11'/) ----..--..-
Chuck hero I' you (lrc f€l'quDstinu {l'rcfund of your oveqlOvml'n1
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20. If line 17 I. grootor thc," linu 18, o,,'or tho diff"once on line 20. Thl." the TAX DUE. (201 ....~42!1..21.
A. Enter the intorost Oil the bClIClnco dllo on line 20A. 120AI _.___.~_____..._.___.__,._,
8. Enter the 10101 of line 20 ond 20A online 206. This iJ the BALANCE DUE. (2081_._.___.__tJ!t~4_~Zl__
~ak.. Chock Pavable to, Rool.te, .f WIII~,.~~.nL .. . .
-~--_._--,_..-.-_...,.-._. .. .sEsij'uro-AN1WER'AiCQi:li'srlO'NS ON R.VI.SI SIN AND TO ItICHKIC MATH". ._~--
_._~-_.__.._...__.__._-_.._._-"..-----...-_.- ._-------~ . ~
Undor ponohles of porlury, I dftclare thol , have oKomirwd Ihil fltlllrn, includin\J accompanying schedules and slatemenll, and IQ the b$fI of my knowledge and beHal,
Ills trutl, corrncl cmd complnto. I declare ,helt <III reml os/ola 11m booll reported clllrue market value. Oetlaratlon of preparer other Ihan the personal reprfllenlativo il
bcuod on (111 informotlon of which propmer hen (In/, ~nowlndfle
sr';NA1VR[6'i't'J)?R~"'fIlIN"r. "'"R>I,IDORIIS ..._m......_u__..._n....__ ---.- D..irr-...- _
~~R;~RiR orflfR T"AN RFP"mllAT'I" i) 7 AI~!~W-ANl)...Qg.CjH\'\j'Jij{.J,_eAl1QLL..._ Jj~..9n.CJ 7-
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COMMONWeALTH 0' 'INNsnvANtA
INHIltITANi:! TAX ~l!TUO'.j
ItISID!NT DeCIDINT
SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ISTATI OF
F0.UST, DELLA I,
ITEM
NUM3ER
A.
DESCRIPTION
Fun.ral bp.n.'.1
1.
BURIAL & HEADSTONE
8. Admlnl.tratlv. Call.1
1. F.nonol R.p....ntotl.. Comml..lonl .
Social S.curlty Numb.r of P.rsonal R.p....ntatlvel
Y.ar Comml..lonl paid
2, AHorney F...
3, Family ex.mptlon
Claimant R.latlonlhlp
Add.... of Claimant at d.c.d.nt'l d.ath
Str..t Add.... .
City Stat. Zip Cod.
.. Probate Ft.1
C. MIIe.llan.ou. Exp.n'''1
1. MEDICARE REINBURSEMENT
2. MISCELLANOUS MEDICAL BILLS
3,
.,
5,
6.
."
8,
Pl.a.. Print or T .
21 1.997 041~
AMOUNT
S5,545.10
1,271.00
.....---"""...---
2,000.00
276.00
22,187.81
100.00
(If more .pac. I. n..ded, In.... addlUonal ,h..1I ot lam. .....)
TOTAL (Alia onle, on IIn. 9. R.capltulatlon)
S 31,379.91
I'V.I6>I$'" 17,tsl d
CO~ONWEt'~NNSYlVANIA
INHUITANCe lAX RETURN
ReSIDeNT DeceDeNT
- - - --- ._..~ --- -
I. e.tat. of ~)UST. DELLA 1.
- IMlddl. Inlll~
(loll.NumltJ {FI'" Nom.'
II. It.m No. O..crlptlon Valu.
-
A. Real Elfale (plea.. dllcrlbe) .
NONE
.
,
Total value of real Iltate . . S
(Indude on Sealon II, Line C.l on Schedule ~)
B. Stocks and Bond. (pleall Ii.t) ,
i
NONE
.
. ,
- Total value of .tocks and bondl . S
(Include on Section II, L1n,' C.2 on Schedule L) .
C. Clo.ely Held Stock/Porfllerlhlp (attach Schedule C.l and/or C.2)
(plea.. Ii.t)
NONE
Tolol voiue of Closely Held/Parfnershlp S
(include an Section II, line C.3 on Schedul. Ll
0, MOrfgagll and Notll (plea.. Ii.t)
NONE
Total value of Morlgoge. and NaIll S
(include on Section II, Line C.d on Schedule l)
E. Co.h and MI.cellaneou. Per. anal Proplliy (plea.. 11.1)
NONE
Tolol value of Ca.h/Milc, Per., Pro!,ert)' S -~
(Indude on Secllon II, Line S-5 on chedule l)
~. -
III. TOTAL IAllo onter on Secllon II, line C.6 on Schedule L) S
INHERITANCE TAX
SCHEDULE L-l
REMAINDER PREPA YMEN1' ELECTION
-ASSETS-
--
PilE NUMBER 21
1997
0416
(II more Ipaee I. needed, ollaeh oddilionol 8V, K 11 Iheets,1
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIOUAL TAMES
INttfNIUNCI !Ai( DIVISION
llflll.1I0flOI
IIAHRISIOOG, PA 1I1l1'0ut
NOTICE OF INHERITANCE TAM
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
Of OEOUCTlONS AND ASSESSMENT OF TAM
12-15-97
FOUST
04-25-97
21 97-0416
CUMBERLAND
101
EAOlOunJJ..l.~9
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR VOUR RECORDS ....
il 'EV: ii,i1 -iie -AF P - f fiF 9;") - NOY i or .oF. i"NHiii i f AN"c E - YA x- A"P piiii i sEi(ENr; "Ai. rowAN-cE - (ili' -- - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DELLA I FILE NO. 21 97-0416 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNT V
ACN
FRANCES M SOCHA ESg
2201 N 2ND ST
HBG
PA 17110
ESTATE OF
FOUST
TAX RETURN WAS I I X) ACCEPTEO AS FILEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED OH: ORIGINAL RETURN
1. R..I Est.t. (Sch.dul. A)
2. stock. and Bond a (Schfldul. 8)
3. Clo..ly Held stock/P.rtnership Int.r..t (Schedule C)
4. Harig.g../Not.. ReceiYable (Sohedul. D)
J, C.sh/Bank neposUs/Mhe. Per.onal Propedy (Scheclule E)
6. Jointly Owned Property I Schedule F>>
7. Tranl1erl (S~h.dul. G)
I, Tot.l A...tl
I CHANGED
III
121
(3)
(4)
IS)
(6)
17l
,00
.00
.00
...!lQ.
55.116,7Z
.00
.00
151
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fune,.al Exp.n..s/~d~. Cowtl/HilO. Expans.. (Sohedule H)
10. Debts/Mortgage Liabiliti.s/liana ISchadula 1)
11. Total Deduction.
12. H.t Valu. of Tax R.turn
13. Charitable/Govern".nt.l Bequa.ts; Non~.l.ct.d 9115 Trust. (Schedule ,J)
14. N.t Value of E.t.t. Subject to T.x
If an assessment was issued previously, lines
ren8ct figures that include the total of ill
ASSESSMENT OF TAX:
Ii, AMount of line 14
16. A~ount of Line 14
17. Anount of line 14
la. Principal, TMx Du.
NOTE I
at Spou.al
b)(abla at
t-xabl. at
rat.
lin..I/CI... A rete
Coll.taral/CI... 8 rat.
TAX CREDITS I
PAYMENT
DATE
09"10-97
RECEIPT
NUMBER
AA242227
OISCOUNT I')
INTEREST/PEN PAID I-I
.00
. If PAID AFTE~ OATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
31,379.91
,00
III)
(121
IU)
(14)
(9)
IlO)
~~*
IIw-\l.IIII"IIt.l!1
DELtA
I
DATE
12'-15-97
HOTEl To in Iura proper
o,..cHt to )lour account,
SUbMit the upper portion
of thtl forM with your
tax pay"ant.
55.116.77
~I .~79 91
23.736,86
,00
23.736,86
14. 15 and/or 16. 17 and 18 will
returns aBussed to date.
liS)
116)
117)
,00 X ,00.
23.736,86 X ,06.
,00x,15.
115)
,00
1,424.21
.00
1,424,21
1.424,21
,00
,00
,00
IF TOTAL DUE IS LESS THAN U, NO PAYHENT IS REQUIREO,
IF TOTAL DUE IS REflECTED g A "CREOIT" I CR I, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUC'fIDNS,)
AMOUNT PAID
1.424.21
TOTAL TAX CREDIT
---.
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(el
RESERVATION, E,t_tll of deQadent, dYlng on or bafore O.c.~b.r 12, 198t .- )f any future 1nt.r..t In thl ..t~t. ,. tren.f.rred
in pOlsq,.lon or enjoyment to Cia.. ! (col1",t.r.l) bln.flelur!" of thl d.c.d~nt aft.r th..KPJ,atlon of en~ ..tfttl for
l1f' or for y..r., thl Com.Qn~'Blth hlr.by I>cpr..,ly r...rv.. thl right to opprai.. and a"I" tran,f.r Inherltanol TaxI'
r1t thl lawful Clawl [I, (0011l'lt.r81) fnt. on "'/IV luch future Inhrut.
PURPOSE OF
NOnCE I
PAYHEHT I
REFUND (eM) 1
OaJECTIOHSl
ADf1tN
ISTRATIVE
CORRECTIONSl
DISCOUHTl
PEH~LTY:
INTEREST I
To fulfIll thl requir.llenh of Section 2140 of thl Inheritance and Est.t. hx Act, Act 21 of 1995. (72 P,S.
Saotlon 9140),
Detach thl top portion of this Hotlcl and liublllt with your paYMont tll thl RIghhr of WUh pdntad on tt,a rev.'.. I!de.
~.Hak. check or .one~ orrler pa~ftbl" tal REGISTER OF" HILLS, ^,~ENT
A r.fund of l!l tax cr'dlt, which Wi'll not raquvshd on the Ttlx Return, .1'1~ be raqua.tad b'i !'lo_platlng an "",ppliJl.tlltlon
for Rafund of Pennsylvltnln Inhorltance lInd E'itllte Tmc" (REY-llHJ. 4ppllClltlonv lira llvlIl1abla at thD Offico
of thl RIglltGr of Willi, flny of thr 2:'S Revenuo District Offices, or by cl111lng tha "p.chl 24.hour
an~warino sarvic. nUlIlb.fs for for~1 urderlng: In Pennl~lvllnlll 1-800-362-2050, outside Pennsylvania ~nd
within local Harrhburg 8reD (7171 787-809(" TOOl (]11) 772-ZlS2 (lhuH In" hpalred Only).
An~ party in int.rut not sathfiod with tho appnliulllent, allownnco or dhallowl'lnce of deduction., or BuaulIl.nt
of tax (Including dt5count or IntereJt) ai shown on thIs Notice lIIust object within si)(t~ (60) dayl of fftcelpt of
this Notice bYI
nwrltten protut t(l the PA DII~art...nt of Rel/enue, !lo"rd of Appelll., O.pt. 281021, HarriSburg, PA 17128-1021, OR
--.luctlon to hllve the lll$ttor dahl'Mlned i!lt audit of the account of the pllrsonal toprnontatlvlI, OR
. -appeal to the Orphllns' Cour t.
Fllctuel errors dl.oovlIred on thli'l !Iuou.",nt llhould be addrAlllld In writing to: PA Oapl'lrtllent of Rllvanull;
Bureau of Indlvldul'Il hllOS, ATTNI POllt IIlSelS~"nt Revllw Unit, lIeF't. 280&01, Harrhburg, PA 17128-0601
Phona (717) 787-1,505. Sell p!ll(IlI 5 of tho booklat "Instnlctlonl for Inherlhnl:le Tax Return for II Re"tdent
D.Q.dent~ (RE~-1501) for 3~ exp18natlon of adllllnlytr8tlvely correctl'lblll Mrrars.
If any tax due is Pel leI IoJlthln thru (31 calendar Months l'Ifter tha docedent" dlll'lth, I!I flvlII pllrollnt (5;() disclXInt nf
the tall paid i. allowed.
Tha 15% tall Bllnll'ty non-participation penalty II cMPuted on the totl'll of tllll talC and Interut asuulld, and not
patel before January 18, 1996, thll first di!lY Ilft.r tho end of the tillC ,,"'nnty period, This nowPllrtlclpatlon
penalty I, elppeatablll In tha SlIlIe ..'Innllr and In the the SIlIll" thlll perlnd illl YOU would "Pilei'll the telll llnd Interest
that hal baen Bs,e"lId III indicated on thl5 notice.
Intar.lt II ch.rgod hewlnnlng with flnt dely of dellnqu(fncy, or nine (q) IIIonths and on8 (1) day frail tha date l)f
death, to the date 01 ptlYllent. T81C1II which tHJlJll.IIIJllltnqUClnt bClfore .)lInullry 1,1902 btlar Interll.t at the rbte of
sl")( (6%) percent per llnnUIIl ccltcullltlul Ilt II chili'll rllte of ,nOO!64. All talllll which bllc:allle dllllnf:luent on and after
Jllnuar~ 1, P,8? will hur Inhrut ilt fI rate which will vitry fro", c~landar ~el\r to calendar yoar with that rata
announced by the PA Depart.ent of R~V8nUQ, The IIppllcllbl& Interest rato. for 1982 throUih 1998 aral
t!!!: Intarut Ra!,! D.'I\l'1 Int.rut Fl'ICtor :!!!!! w.terQst Rate Dally Intllr8.t Fllctor
1982 lO% .oe0548 1'J87 9% .000247
1983 161. .000458 1988-1991 ll% .000301
1984 111. .0OO~OI 1992 9% .000,47
1985 13% .0003!i6 1993-1994 7% .000192
1986 10% .0007.74 lil)l)-1998 .% ,ClOO247
--lnt.re.t is C"~(lul&tlld "' fallows;
INTEREST = BALANCE or TAX UNPAID X NUMBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any NotlclI Issued flftor tllp t,,1C haeollles d..llrl<lucHlt will reflect an lntllrast calculation to flftClan (U) day.
blyond thQ dllte of thlll flSS&ll!illlent. If pllyrU;Jnt Is ,."da nlt.r tha Intere,t COillputlltlon date shown rm the
HOtlClfl, additional. lnterut .us' be calculated.