HomeMy WebLinkAbout97-00418
b. \ ~, 1'1 \ ...,j l'OAOATESOfDIATHAnlAI2/31/91CHICKHIRI
9, INHERITANCE TAX RETURN II'ASPOUSAl I
~ ~. RESIDENT DECEDENT I ~,~:~R~~~::DIT 15 ClAIMID I
COMMONWEAllN Of ,rNNSYlVAN'A (TO BE FILED IN DUPLICATE I I ' I I I I I' .
[)EPA~'MrNr Of REVENUE
''''",lm:u~orJl",,{),. WITH REGISTER OF WILLS) COUNTY COPE YEAR. .. NUM~"R
(lEe DrN' NAM (LA ,fii'ffAi.'ii'iMiOffi"fTt"iifi,rii--.----.---- ..-.... --.. {l{(-fj"Jfiil~~T{ii.ipllrr ,.()I1~f5r--..-----._-.-._---~~.m
Hensel, loIn 1\. 'i?79 I!:. 'l'rind1e Rd.
so(fAi-s-tcuiiilYNOMB"fi I"A""'''''''' Ir)^H{).r'81~1t! t1pchanicHburr,t PA 17055
191~18~4798 2/8/97 ~\/'l/()6 e",>o' Cumberland
""';"";,;i'"".";,,,o',.o<,,,,.,,..,,,,,,i,,,, "", """'" ""'"'' I""'" "'".."! """", [,,,,,,,,,, .,nIVlOi'l"N'fnu":':III:
fX) 1. Original Rolurn ! I 2. Supplnmonlol RlJlurn [I J, Rnmalncler Rlllurn
llor datos of c oath prior 10 12.13.821
r-14. limited Ellatl'l ! ] Au, Fulufo Intorot! Compromi'e [J 5, Federol Etlale TOK Return Roquired
Ilor do'.. 01 d.olh olr" 12.12.821
U 6. Decltdent Died Teufole f) 7. Deudonl Maintained Cl living Trull _ e, Tolol Number or Safe Depolil 801(81
IAtio,h copy 01 Willi IAlloch copy 01 [ruIII
ALL CORAIIPON"DINCIAND CONflDINTIAL TAl( INPONMATION IHOULD 81DIRICTI0 TOI --.--.-..---
N'Murrel R. Walters, I;~, E~-;'---.--IOMPU"M^,,'NOAon"'f---.------- -------
,,,,,,iomNU""".. . . -... 51, Enst t1flimc:ttreet . I
J.L~L-L~9_~::~6.5~ . .,..__ ~e~~~~icB~U.~~~..!A.:~j .l~~~~\~.,.= q_
-0-
~O- .
-.0-
~o-
.14,112:31
I. R.ol E1'o'. (Sch.dul. AI
2. Slock. ond Bond. ISch.dul. BI
3, Clotely Held Slock/Portnerlhlp Inlerelt (Schedule CJ
4, Morlgagt'l and Notes Receivable ISchedule OJ
5. Calh, Bank Deposits & Mllcellaneous Personal Properly
IS,h.dul. EI
6. Jolnlly Ownod Prop.rty ISch.dul. FI
7. Tronolor. (Sch.dul. GIIS,h.dul. LI
a. Tolal Gron Aueh (tolol Lines 1.7)
9, Funeral EKpentll$, Adminhtratlve COlh, Mi$Cellaneoull
Expenun ISchedule HI
10. D.b", Mortgog. Llobillli.., lion. (Sch.dul. IJ (101 _ ....._.._. 61.9.I.JJL.--,.._.~
1 L T 0101 Ded,,"lono 110'01 lin.. 9 & 101 1111 _.....4..1..3.:JI)~ .3_Q.
12. N., Volu. of E,'oleILln. 8 mlnu.lIn. 111 1121 __.lid)lJ,JlJL
13. Chorltobl. ond Gov..nmenlol B.qu.." ISch.dule JI 1131 .____...1_....0...........
.. _____1.4~.t'!.!!_V.olue_~ubl.<!.!0..!~"-ILln'-13-"'1~~oJ:In~..!,3L__...~_____.___.___..___.____._~_~_Jl~.L_-)!!.,iiL~.,_B:~~.c:._.
15, Spouled Transfeu Ifor dates of death alter 6.30.941
See Inltructions for Applicable ~ercentage on Reverie (151
Side, llnclude value I from Schedule K or Sr.hedule M.l
16. Amounl of ll", 14 taxablo 01 6% ralo
(Include valuet from Schedule K ot Schedule M.)
17, Amount 01 Line 14 laKoble at 15% role
(Includo volVI'II from Schedula r. or Schodulo M,l
18. PrIncipal tal( due (Add la)l, from linlts 15, 16 (HId 17.)
19. Credits SpollIC11 Poverly Crooil Prior PClymOt111
Rf y. I ~(){) EX. (I ,Q~l
~
~:!:cn
IIIIE~
i5liii
.
i
III
"
~~
..z
fl~
z
o
5
::>
t::
=e
III
'"
z
!2
Ie
~
E
c:>
u
~
>-
+
1.11.
(21
(31
(41.
(51
;,..
I
,I
(61 .
(71
II 231. 87
___.1...____.__ __"On'
.;
1'_'1
01
(91 .._}!7:~.~..Q.9.._.___
1&1 _.~8..1?4~.1~d
-._)(,--~.
(161
111.,613.88..,
876.83
...K ,06 .
(171
_)( ,15 .
(181
..
Discount
113.811
(191
(201
Intoroll
832.99
20. If Line 19 il greater than lino 18, ontor the diffort'nco on lino 20 Ihi51, the OVERPAYMENT,
DIU
Check l1ero d you (JIO fl.'qu(tsllng (J rofund of your ovorpoymont
832.99
21. Illlnll 18 II grealfH rhon Line 19, onltH tho dilflHfI()U) on lin(l 71 Thi\ is tho lAX DUE.
A. Enter the inleres( on thtl boloo(o dlJ8 on tino 21 ^,
(21)
(2IA)
12',8)
832. gC:j
B, Enler Ihe 10101 ollino 21 und 21 ^ on lino 21 fI This is lho BALANCE DUE,
__~ak!__Ch.ck Pavnbl. tOl Regllt.r of Will.! Ag.nt
_~~-~~=- ~=~.~~u...~F.TO.ANS~ER ALL QUESTIONS ClNREVEASE SIllF. AND.TORiic'Hli:}<~~T.Il_ .<(."'<-~-...----'
Under penahlu of perjury, 1 dlldore !hot Ilwvo O)(C1tl1illod Ihis [OhHn, inchHlintj lI((olllPunyinfl H.h~dultls and stnlornlJllts, Clne! 10 thn be;1 of ~lY kno;ll1c1ge ~lnd il~ji~f,
It I~ Irue, corrucl ond complltlo. 1 declCll(l rtlClt oil roul eslorn has boon roportod ut truo mor~ul ....oluo D'lclwotion of prupurer olher Ihon thu personol representati....e is
oated on olllnformalion of which preprHor has ony knowlodfjU I
;~.=1J/):~U'~~(' ~;~p~~ ~!';2i::; "::, ^,;, ~':: :::': r ';; I, Ii;::,,' ::ic: I~t;;: c;,~::: 1~~:':
r~ ,.. /;1 1--( _____
'ill fl. I1nin ~t., 11echllnicshul-P,. f>^ 170~i')
UI'_lmf.. (f,RRI
~ SCHEDULE H I
~ FUNERAL EXPENSES,
WMMoNw,.ml eH "NN\VlYANIA ADMINISTRATIVE COSTS AND
INm:.I,~'I.~'o\Ac",~~~~'N MISCELLANEOUS EXPENS~S_ _ PI.a~t or Typ.
:~ATE :Frle~)S~~, -IO~:-;'-----~-~~ -~--'---I~"~UMBER-=
ITEM
NUMBER
DGSCRIPTION
AMOUNT
1.
Fun.ral Exp.n...,
Myers Funeral Homt)
A.
2.
St. Mark's Lutheran ChUl'ch, Mechaniosburg
- reception lunch
3,266.00
160.00
3.
Organist
50.00
8. Admlnl.tratln Co.'"
1.
Personal Representatlye Commlsslonl
Social S.curlty Number of Personal Representative, ._
Y~ar Commissions paid ._.m____~_
renounced
2.
Attorney F..s
l1urrel R. \Val tel'S , III, Esq.
220.00
3. Family Ex.mptlon
Claimant
AddrsiI of Claimant at decedent', death
Street Address "
~.Iatlonshlp
City State Zip Code
4. Probate Fees
C. MI...Uah.ou. Exp.n....
1.
2,
3.
4.
5.
6.
7, . ,
8.
,15.00
TOTAL (Also enter on line 9, Recapitulation)
s
3,711.00
.
(II mar. .po.. Is n..ded, In..rt additional sh.." 01 sam. slz..)
---ri---"-
''''''\~ I"" W I SCHEDULE I l_
COMMO"W",,,, 01 PI""'''''"'' DEBTS OF DECEDENT,
'"'~:::~~~iIO'I~"::~~'" MORTGAGE LIABILITIES AND LIENS Plea.e Prlhtor Typ.
ESTATlO,,-.---"" ....---.-<- ..-. ..-- um....... <-.-... 'J' FILl NUMBER
~_.__.__~=~~=:.~_.r.~~~_~:._..__..__. "'___'__"_____'__'_ _.__...___
N~'J~ER IlUCRIPTION
AMOUNT
--'""'""T'----"--''''---'--..
1.
PP&L - electric
187.93
2. Bell Atlantic - telenhone
3. Pinnacle Health - medical
4. Internists of Central PA - medical
5. West Shore Pathology - medical
6. Todd Palleschi, DPI1 - medical
7. Cowley l1edical Associates - medical
8. Dr. Azizkhan - medical
9. Physicians Rehabilitation - medical
10. Vascular Associates - medical
11. Ritzman Assoc. - medical
18.51
54; 72
9.37
16.[\9
17.16
32.65
,. 214.60
26.18
31.00
10.29
"
TOTAL IAllo ontor on IIno 10, Rocapltulatlonl
$ 619.30
(If more space Ii needed, insert additional $heels of same sile.)
/5'-/19 -'1
BUREAU Of INDIVIDUAL TAXES
IHIIUlII,uUI IAI( "'viSION
UUIf,lflOIIOI
tlA~RI!iBUIIU, IlA lll"~ 01,1/1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOllcr Of INNfR'lANCI TAX
APPRAISfHENT, AIIOWANCI OR IlISAl UIWANCE
Of OfOUCTIONS AND MiSrSSM[NT or TAW
DATE
ESTATE OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
08,11, 9 7
HENSEL
02-08'97
21 97-0(118
CUMBERl.AND
101
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG
PA 17055
I!STATE OF
HENSEl.
TAX RETURN WAS, I X 1 ACCEPTED AS flLEO
RI!SERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R.al Est.t. (Schedule AI
2, stocks and Bonds ISch.dulM 01
3, CJ.o,.ly ~I.ld stock/Pertn.rsnip lnhrut (Schedule CI
4, Mortgages/Not.s R.c~iv.bl. (Schedule DI
S. each/Bank Deposits/Misc. Personal Property (Schedule El
6. Jo1ntl~ Owned Property ISohedule FI
7. Tr&nlf.rs ISchedule OJ
8. Total AII.ata
APPROVED DEDUCT lONE AND EXEMPTIONS:
9. fynar.l Expans.s/Ad". Costs/Hisc. E~p.n... (Schedule HJ
10. nahtl/Hortgag. Liabilltia./Lians lSchedule IJ
11. Tobl Daduootionl
12, N.t V.lu~ of T.x R.turn
13, Ch.rit.bl./Oovarn~ant.l Bequ..t. (Soh.dul. J)
14, Nat Value of F..t.t. Subject to r.x
NOTEI
.t Spou..l
taxable .t
tax.bl. .t
r.te
Lina.l/CI..1 A rat.
Co1l.t.ral/ClaMI 8 r.t.
TAX CREDITS:
--.---..--.
PAVMENI
DATE
05-07-=97
RECEIPT
NUMBER
AA?11269
DISCOUNT I.' I
INTEREST/PEN PAID I-I
43,84
. If PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST,
,',
l..'/
(,1.. 'IJ
....,O\,i~ '''f.:'
;'~i~,~i)j\~~;;'
(ij;li~t.""
Ul'i~.1 ;t 1" 111 tll
10LA
B
'Alr.ount
Ii.. I tt!d o,~..c~".1
I
,
) CHANGED
III
121
13)
141
1&)
(&1
(71
.00
,00
.00
.00
14,712,31
4,231.Ql
,00
(8)
DATE
08"11,9'1
I
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RF.TAXN LOWER PORTION FOR YOUR RECORDS .....
ifilj=isiii" Eif"AFi; -I 0'3:97-'- -iloYi cE" OF - 'fNHEifii' ANCE" YAir iippiiiiisE;.iEN'r,- -AiTciwA~"liE- eili' - -- n__ - -. - _.. - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
IOLA B FILE NO.21 9'1'0418 ACN 101
If an ......m.nt was i..u.d pr.viou.ly, lin.. 14, 15 and/ar 16, 17 .nd 18
refl.ct figur.. th.t include the tot.l of ~ r.turn. .......d ta d.t..
ASSESSMENT OF TAXI
15. AMount of Lin. 14
16. All'lount of l.in. 1',
17. AMount of Lina 14
18. Prinoipal Tex Dua
191
1101
3,711,00
619.30
III )
(12)
113)
1141
NOTEI To in lure proper
credit to your aocount,
lub~it the upper portion
of this form with your
tax PAym.nt,
18,944,18
4.Bn~
14,613.88_
.00
14,613,88
will
.00
876.83
,00
876,83
876,113-1
,00
___"_.:~.ll.,..
.00
------.-------..
If TOTAL DUE IS LESS THAN $I, NO PAVMENT IS REQUIREU.
If TOTAL OUE IS REfLECTEO AS A "CREOIT" (CR), YOU HAY DE DUE
A REfUND. SEE REVERSE SIDE Of THIS f~RM fOR INSTRUCTIONS.)
11&)
(1&1
1171
,00
14,613,88
,00
K ,00__
K ,06_
K ,15.
liB)
AMOUNT PAID
832.99
TOTAL TAX CREDIT
BALANCE OF TAX DUE
---------.
INTEREST AND PEN.
,--~_.._--------
TOTAL DUE
u\
\i =-1
n
" iV-1
O~
,..--
CJ
cq
I-l 1 L
!" <H 8
0
R~SE~YATIONI e.t.tl' ~f "IOldlntl dvln~ ~n or before Otculblr 12/ 1982 -~~ 1f IIny future Int.r..t In the ..tatl I. traM,f.rr'Q
In pO"'lIIlnn or enJoy",ent to Cia.. a (ooll.t.rlll> blnlflol,rl.. of th. dloldlnt after thl IMpJrat!o'l of flnY ..tat. for
11ft or for VI.r., thl Co..onwl.lth hlrlby IMPr...ly r...rve. thl right to appral.. and ...... trtn"lr InhlrltenQe TUM..
It the llwh,t CIn.. a toolhUrell rllte nn any luch 'utur. lnt.rllt,
PURPOSE OF
NOtlCEI
PAYHENT I
REFUfolD (eR)1
OBJECTlOHSI
ADHIN
ISTRATlvt
CORRECTIOHSI
DISCOUNT I
PENAl TVI
IHTERE,ljTI
To fulfill tn, r.qutrlllllllnh of Seotlon 2140 of thl Inh.tlhm~e IInd Estatl Till( Act, Aot 21 0" lCJ9S, In P,S,
hotlon 9140),
alttloh the top portion of thh Nollo. flnd .ub",lt IoIith your paYlllllnt to thll k.;lttlllr of Wills prlnt.d on thl ,......1'.. .Idl,
'-Hake oh.ok or IIIonlV ord.r Ilflytlbl. tOI REOtSTER OF' HILLS, AGENT
A refund of a tax credit, whloh WIl' not'rQcjuDlted on thl TfllC Return, may be r9qulltod by oampl..tln; In "Appllcntlon
for R.fund 0' p.nn.ylvanla Inhlllrltancl Ilnd Elltate TalC" (lU1V~lJUl. Applloathm' Itr. Ilvallnble at the Offloo
of the Rlwhter of Wilt., any of the l! R.v.nu. Dlstrlot Offices, or by r:l'llllng tho Ipeolal l4"hour
nn.w.rln; ,erv\oCl numbers for fnrllll orollrlnSI tn pgnn.yl"'lInln 1-600-362-l0S0, ouhldll PenOlylvllnJIl nnd
within looal fjarrltburo IIrCla (7111 187.a094, TnlJt {1171 17?-USZ Otlfllrlng lR1palred OnlyI,
Any perty In Int.r.lt not utllfl.d wHh the apprnl'''ftI-I'Int, allowanol t;lr dtllallowtlnoll of dldLlotlon., or ll".ulIlent
of talC (Includlnll dltoaunt or inhrutl all shown l)n Ihl. Notlc. lIlLl.t obJClot w:thln ,llCty (60l days of rec.lpt of
this Hotle. bYl
.-wrlthn prottlt to thl PA alpllrt...nt of Its...onue, BOard of Ap~Clall, OIPt, ZIBOll, Harrltburg, PA 17128-1021, OR
'-.I.ctlon to havI the ..ttlr d.t.r~ln.d at audJt of the account of the plrlonal r.pr...ntatlv., OR
.-~PPI81 to the Orphan,' Court,
FaQtu.l arror, d..cov.rld on thl. a.....III.nt .hould b. .ddr."lId In writing tOI PA Olpijrt.lnt of R~vlnUl,
Bur..u of Individual HUIU, ATTNI Po.t A.....M.nt Rltvlllw Unit, altP\' l80601j Herrhburu, PA 11128~0601
Phonl 011> 1U-6S0S, SI' P'1I1 5 of the booklltt "Inltructlon. for Inhlrltance hlC Rlturn for. RlttJdlnt
neeldlnt" (REV.aOl) far an I)(planatloll of IId.lfllttr6t1....IY oorrlotubll '1'1'01",
If any t'M due I. p.ldwlthln thrl~ (ll oellndar aonth. aft.r the dlced.nt', dlath, a flv. plro.nt (5~) dl.count of
the tlM p.ld JI .llowld.
The 15% hx I.nltty non-parUclp.t1on p.l1.ltV It cOllpuhd on th. total of the talC nnd Int.r.,t ."....d, WId not
paid b.fo,.. JanlUtry 18, 1996, thlt fll'lt dny aftar thl .nd of the till( aMnllty Pllrlod, Thl. non-PBrtlolpetton
Pltnnlty II nPPtalnl1le In thl UIIilIt l'1l'lnnlr nnd In th. the Sllo1l. thl. periOd 81 YOU would appeal thl tex nnd Int.,...t
that hll bit" .......1.1 81 Il'ldloeted on this natloQ,
Int.rw.t " oharg'd b.oJnnlno with flt.t day uf dlllnquln~v, or nln. (9) ~nnth, and on. (1) d.y '1'0. the dlt. of
d..th, to thl d.te flf paY.lnt, TlMIt whloh bile"",. dlltnqulnt b.for' January I, 1982 beer lnter.st ftt thl rltl of
.he (61:) pero.ntplr eonYII calculated Itt . dally rat. of .000164, A11 talCu which b.OI.1 dlllnqul"t on and .ftlr
J~nvery I, 1982 will ba., Interut at II rate IoIhl(lh will ...ery frolll cal.ndar 'lIar to cal.ndar YiltI' with thlt rat.
Innounolld bV the PA n.p.rt..nt of R....'"uo. Thll eppllonblll InhrCl.t rat.. for 19"2 throuoh 1991 .r'l
'!!!! lnt.rut Rate DIUv Int.r..t fnctor :!!!! Intarut A!!J.! Oallv Interut faotor
19l1Z ZOi< ,OO05ll8 1981 9% ,000241
19111 16% ,ooo~n 1988-1991 11% ,0OnOl
1984 11:( ,000301 1992 9% ,000l,41
1985 U~ ,000356 19~3-19"~ 1% ,000192
1986 IO~ .000214 1995.1991 9% ,000241
.~lntQr..t it celoutatld .. '0110"'11
INTEREST' BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.~Any Hotlcl luuad aHarth. te1'l bltcnlll" dlllnqullnt IoIlll r.flltet an Int.,.lIt c.lQul.tlon to flft.on PSI dey.
b.vond th. dlttlt of th_ ......Mnt, If pltYIII.nt It "lIde aft.r the InttreAt coaputetlon dllt. shown on the
Notlo., additional Int.r..t MUlt b. celculet.d.