HomeMy WebLinkAbout97-00427
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,oa DA'UOP DIA'H A,"a n/31191 CHICK HIU
INHERITANCE TAX RETURN ~o"v::~yu::~DIT II ClAIMID 1.1
RESIDENT DECEDENT IlL' HUM.iii u_~ :'IiiT'! - '1m
COMMONW\..." Of PlN,,!nVANIA (TO BE FILED IN DUPLICATE
Of'Ak MtN' or RfVfNUf l
H"RI!fJ~6.l~J'1'i\,'ObOl WITH REGISTER OF WILLS) CO\JNTvr.OD~ 3-ylA~99'~_="rl-~u~BJ~
~-- 0 U~l~~~I~': f"'p;;~~dl~IM~rrm(--~"";=;'---=-"'--~-----~]5[i!~~~)TWf]iri'~o~;~~t;;~~d.()r -.--
~ lociAL"jRu,"TY NUM"~ .- --j&"1E 0; {HAIH 15A" D' ~Ik!l' /16 1!:rfoI'cl Howl
!li 17631'959'5 9-11-199(, 5-15-1911 Damp Ilill, Pa 17011
~ ~,A,pt;;:ififi iu.VivillO l'OU"~ tlAo,lIIlAl1,iii, MID 1.110011"/111"'11 ISOCIAI ~f(1I~11Y NUM~~M (OUlllf^Mo(~N/~VC~I~tD~lffIN$liilfCiI6Nif.n .....-._-_._,~'"------ -----
na na nn
'__00___ ....mH.______ .__....... .,----~--_..-.--'.---~---.......-.-..----
f~ 1. Orlglnal Return L ,j 2, SupplCtmttntol RlIlurn [] 3. R(lmalnd.r R\!IUfn
lfor dalll of death pdor 1012,13.82)
(] 4. lImUed falole [ ] .40. fulurtt Interell Compromise [] 5, Fed.ral hlale T(III R.turn Rflqulrtld
lfor dOlfl 01 denth after 12.12.t\21
[] 6, Oectldllnl Dltld Tetlate I-I 7, Dltcedenl Moln/cllrlCtd a living Trenl .cL 8, Tolal Numb., of Sol. Oepolll 80KlU
IAlloch copy of Will) IAIIoch copy 0 Trutl)
ALL COIUt.SPONOINCI AND CONFlOINTlAL TAX lNPORMMiON SHOULD II OIRICTID TOI
1i'AMr~'-----_._-~._..'---"---""""~"-~-' coMPifff'M-.i.IlINO ,,"poltt!.!.
Nancy Ammon" 3519 Groen Street
""'Ho"THDMm"-- --"-"-....-"~---."- . .--".--..... Harrisburg, Pa 17110
71'1 7311 )'\91\
~___._ =L';"~~.L~=c-_.-.._"-'--"-"'=='=~--""-='-"~"-=='-"="-"~--" .._......~=....= - m
20. II line lQ II grenter Ihon line 18, nnlflf llitl dllltlrenc(l on line 20, Thl, Is the OVER"AYMENT.
II [] ...mn.nr.wt:."I.]'.tl''''I,lI'I.I.~1U111.'.II.IIIt'I''l'r.P.'I'III.lt'''''.I'JIU11"'II\.II'
21, If line 18 II grflotl'H thon line \9, enler Ihe di!f<<Hl;\nce on Unft 21, Thll il IhelAX DU~. (21) ______u____.. ,_.~;4 --, -., ._n_~___
A, Enler lhe inll'Hflst on Ihf! bulonc8 due on Une 21 A. (21 Al
&. Enl., 11,. 10101 ollln. 21 ,,,,d 21 A on Lino 21 &. Thillllh. &ALMICE DUE. 121 &1 _-_~:.-::==::ZiYE=--==::=::::=-=
Ma~. Check Po'(ahl. tOI Rtg~.!ttf o! Will" Aoenl.___...-_. ._._ __ _ _.__._ ---
-'-__._____~M_ ~__~_~E...S~E -Tg_A~~~~R_AL_L-QU1sTiOJin-ON Ri'-vEisI~IIl~~N~ TO R!CHICk MATH-- ~..(
Under penallle1 of perlury, I declare Iholl hove ElKamlned lhis relurn, Inclucli-ng uccompnnying tdu;dule, ~nd ;U;lemonh, and IC-lhfl bell 01 mY1;~-;ledge and belie"
1111 true, correel and com pie I!! I decltlffl Ihnt 011 rflul fHlolft hot bean rflporlerJ nt lIu" mark"t voluo, Decimation of preporfH olher Ihon lhe perlonal reptelentoHve I;
baled on alllnformalion 01 which pr{tptHttf hm (my knowledg8.
STONATUkfOfpfRSON REpONSiiilF(iilfiiltjilRfllliiN""- ----A6bRi ~s
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iIGNAfu,~~~*{r'f(.6il:'~f.i^ii .~Li(,V,(i" Zlii,[,,[,;~" I{/X')/<" Ik_,it.
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1. Real eslale 15ch,dule A)
2, 5toc~s and Bondi (Schedule 8)
3. ClolIl)' Held Slock/Parlnerthlp Inleresl (Schodule C)
., Morlgag.. ond Not,n Receivable (Schedule D)
5. Cash. 8on~ DflpOlill & MllCellonnous Pan anal Property
(S,h.dul. E)
6. Jolnlly Ow",d PropCltly (Schfldule F)
7, Tranlfers (Schedule 0) (S.:h,dull'll)
8, Tolol Oron AI"ell (10101 line\ 1.7)
9. Funeral Expenlel, Adminillrative COlli, Mllcellonflou9
EKp,nuu ISch.,dule HI
10. Oeb", Morlgnge Uoblllllel, lien I (Schedule I)
11, Tolal O,dur.tlonlllolollineI9 &. 10)
12, Net Value of E,lol., lline 8 minulUne 111
13. Charitable ond GovcHnmentol BftqulllII ISchedule J)
~0~~~_~~_~._~~~l~~LI_? ..!~~.1~!~~...1_~~!~~ l!~!l~L_. __~~~--
Ill) 6,998
(12) 7 ~22Z---------
1131 _...~--~..Q.
1141 -1.227
o
1$) ___14.2~2__--__
191.n~
1101 --------
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15. Spoulal Tronde,. lfor dolel 01 deoth after 6.30.9Aj
See In\lruc.llonl lor Applkuhle Percenlnge on ReVltrll
Side. (Indudo valunl from Sdll~dule I( or Schedule M.)
16, Amounl of line 14 100Wblff al 6% roltl
(lndude values Irom Sdli,dul" K or Schodule M,l
17. Amounl of lhlll 14 lOJ'.oblfl 01 15% role
(Include value I from Schedl.le K or Schedule M,l
18, Prlnclpal tn", due IAdd 101( Irom lin61 15, 16 one! 17.)
19. Credih Spoulnl Poverly Credil Prior Pnymanh
"'
"'
1151,_"__,__"___,__~_'..'M_'.
~.---~-~'
"__...______~_. ,06 .' .._._____~_!!)!L....__..~__.""_
116)
117) .
___,_.,,_~~_r..._)( ,15.
-~-_._......-~--_._-~---""
II &1 _____.__~J!.L___..
Dhl;ount
Inleretf
1191
1201
------_.-,--~-~-..
ii";iT~--. -~._-,-.-,.-.--..,~,---
'/..h:;11~/
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SCHEDULE F
JOINTLY.OWNED PROPERTY
CQMMONWI.'lTH or "NNIY~V"N'A
INHlltnANCf TA)( IlIW_N
AUID!!NT DfCIDfNT
~TATI~' ~'r1~da_ u~~lm~~_.________=-_~__~_~________l~~~~____
Jolnllononll.l.
NAME
_0 ____._~D!>!!S_S
3519 Groon Street
lIarr.l~bUr.g, Pa 17110
RiiATIl,?NSHIP TO Iili:ioiNT
Da.ughter
A.
Nancy Ammons
B.
C,
Jolntly-ownod p,oporly.
ITEM LEniR DATE
'O~ MADE DESCRIPTION O' PROPINTY TOJA~ ~ALUE DE~D'S DOLL~ VALUE OF
NUMBE JOI T 'AUT % NT. DECEDE T'S INTER 1ST
TENANT JOINT
-.
1.
J 1975 Checking Aocount
POO Bahk 9,551.00 50 1t,774,00
J 1975 PNC Stock
)2 3/4 Shares X 495 pr ah 16,211,00 50 8,106,00
J 1975 Affiliated Ii'urn
218,86 Sh X 12,29 2,690 50 1,345.00
TOTAL (Aha .nl., on IIn. 6, R.capltulatlonl
s
14.225.00
(If more spact is needed ins." oddillona' sheets o( sam. lize)
4f - "t. I ~. l' "I
SCHEDULE H
e\ ~,~ FUNERAL EXPENSES,
COMMOIIW"'JlIOI """'"'''''' ADMINISTRATIVE COSTS AND
'N'~~~:6~'~lfc~^lf~t~~.N MISCELLANEOUS t1XPENSES
BIAn1S'-'"~==='--=o'-'"~,', ~"OO,"'~"",".,'" ,. -- -,. . --- ..
l''rlecla M, Uffelman
I Pili RUM:~i~'o P!l!!!-!!.~~~~_.,__
?2
~L _ _.L___~~___.~_"" --<..._.__~_ _ ~......,
ITEM
NUMBER
DESCRIPTION
AMOUNT
. ,...._..._-.,...._,._~-._~_.,.-..--~- ,-,
1.
Fun..a! bpenu..
Gilbert Parthemore, Und~r,'Laker,
Hea.clntonB - (l1ngrioh Momor:l.n1n
5,698
60
^"
1.
Admlnl.lratlve Co.,..
Personal Repr."enlullv8 Coml11lulons _ .....
Social Security Numbor 0' Perlooal Roprolontoll.ol -,,,,"---,--'--,-'-,---.-.'
Yoar Comml..lon, paid __.. ,_..__,.. ...' ,-.-~_...
B.
2.
Attornoy Fo..
3,
Family Exempllon
Claimant ______.__. Rolollon.hlp
Add".. of Claimant at docod.nl'. d.oth
St"ot Add".. _______..,-_____.._._-'--_
City _, ______________....__.__5101. _.~__,~ llpeod.
4, Prob at. F...
C. MI...Uaneou. bpen.e..
1. Landmark Baptist Churo}',
- ,
2. Camp Hill Dare Csnter
Faalers Ji'lowers
3.
Blue CroBs, Blue S hle1d
4.
S.
6.
7.
8.
,.
;00
595
41
104
_.---.--._u__~__.......__. _,n..'.__.~_.,___..___~___
.-.-.., _.._.-...---.--,.~
, TOTAL IAll. Oilier on lin. 9, Recapitulation)
s
6,998
III morolpaco I. "..dod, In...' ~ddltlonal.h..1I 01 lamo II..,)
\ ,~~;-',",-:
t. ,1
/c?~/7f/ - II
BUREAU OF INOIVIDUAL TAMES
INttElH1M;CI. lAX UIVISION
m:roT. <'80601
IlAHRI!lOURO, I'A 111;'3'0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INIII:RITANCF. TAM
APPRAISEMENT, ALLOWANCE OR DISAllOWANCE
OF OEDUCTIONS AND ASSESSMENT Of TAM
08-11-97
UFFELMAN
09-11-96
21 97-0427
CUMBERLAND
101
[=,,,,:,==A~=~iu:~~}l=~~:=:=J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO!
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ..
iIE"V: iiif;7 - Ei(";. j: p" i oj- :97"i '"Ncif iCE - -oF' i:"NHE"iiif ANtE - 'fAx - iip PRiif S EHE N'r; -;. il"owANc E" eiR'o -.. - - - -.. - - '". - -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRIEDA M FILE NO. 21 97-0427 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
NANCY AMMONS
3519 GREEN. ST .
HOG
PA 17110
ESTATE OF UFFELMAN
TAX RETURN WAS: I X) ACCEPTED AS FIL~D
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held stock/Partnership Interest {Schedule Cl
4. Mortgages/Notes Reca!vable (Schedule OJ
5. "ash/Bank Patposi h/Hisc. Parsol,al Property (Schedule E)
6. Jointly Owned Property (Sch.dul~ f)
7. Tranchrs (Sohedule GJ
8. Total Ass.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expansas/AdM. Costs/Hisc. Expense. (Schedule H)
10, Dobts/Hortgage Liabilities/Lians (Schedule I)
11, Total Daductions
12. Hat Valua of Tax Return
13. Ch.rit.hl./Gov~rnMent.l Bequest. IS~h.dul. J)
14. H.t Value of Eltat. Subject to Tax
If an assessment was issued previously, lines
reflect figures that include the total of Ahh
ASSESSMENT OF TAXI
IS. AMount of Lina 14
16. AMount of Line 14
17. AMount of Line 14
18, Prinoipal Tax Due
NOTEl
.t Spou..l
taxable .t
t.xabla at
rat.
Lin.aI/Cla.. A rate
Collataral/CI... Brat.
TAX CREDITS:
PAVHENT I
DATE
05-09-97
RECEIPT
HUMBER
AA211282
DISCOUHT I')
INTEREST/PEN PAID 1-)
.00
. IF PAID AflER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I CHANGED
III
121
131
141
151
161
171
,00
.00
.00
,00
.00
14,7.25.00
.00
181
,-'oJ /
l,
.~,' ~I ':~
(, ~. ....~
ft .~, " ..~~
'#'1' - p.l'
..';,t-... ~ .,,,_,'-1,,/1 .
HI-I<;.I!' If' <11-111
191
(10)
6,998.00
.00
Ill)
(12)
(13 )
(14 )
FRIEDA
M
DATE
08-11-97
NOTE: To insure proper
oredit to your account,
submit the uppar portion
of this forM with your
hlx PRlyft18nt,
14,225.00
6.998 no
7.227.00
.00
7.227.00
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
.00
434.00
.00
434.00
434.00
.00
,00
.----.--
.00
IF TOTAL DUE IS LESS THAN $1. NO PAYMEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM fOR INSTRUCTIONS.)
(IS)
(16)
1171
.00 ~.OO.
7.227.00~.06,
.00~,15,
118)_
,
AMOUNT PAID
434.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
--------
TOTAL DUE
RF.SERIIATlONI
PURPOSE Of
NOTICE I
PAVMENT I
REFUND (tR) I
OBJfCTIDHS I
ADMIH
IS1AU1YE
COARECn~SI
DISCOUNT I
PENAll'i I
INTEREST I
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E.tlt.. ot d.oed'flU dYina on or be'for. Olcub.r 1~, 1982 -. If .ny future int.r..t in th' uut. ,II tran.flrred
In po.....lon or enjoY.lnt to Cl..' B (oalhtlra1J b,nlfloiarlu of thl dlcld.nt eft.r the IMPlraUon of IIIV ..tit. for
II f. or for y..r., tt,1 COllllllonwt8Uh h.rlbv IMlltllllY rllerll" thl r iaht to apprals' and ulln 1:r"ntfl" Inhld tanco laMe,
at the lawfui Ci~.' a (collat.ral) rate on any luoh futurl int.r..t.
To fulfill thl requirellllnts of Seotlon 214& of ~h. Inheritanc' and EII1:ate TalC Aat, ,Act 21 of 19lJS. (72 P.S.
Seotion lJ140l.
Detach the top portlon of this Notice Bnd lubmlt with your paYM.nt to thl ReAlIhr o.f Will. printld on thl r.ller" .Ide.
-."al<._ ch.ok or ",oney order payabl' tOI Rf:OISTER OF MILLS, AGENT
A refund of a hx credit, whloh w~. not roquutlld on the Tax R.turn, mllY be r"quuted by COMpleting an "Applloation
'for R.fund of Plnn.ylvanla Inh.ritance and Estate Tax" (REV-15131, Appllc.atlon. al'l avallabll at the Office
of the Reghter of Willi, an')J of the 23 Ravamll Olltdct OffiCII, or by oalling thl ,peclal 24.hOllr
an.werln; .orllloa numblrl for for~1 vrdsrlng: In PlnnSYlllari1a 1-800-362-2050, outlide rennlylvanla and
within looal HarrisbUrg arlll (717) 781-8094, TOOl 11111 112-22~2 Olurlno Illpalr.d OnlYl.
Any party In int.r..t not sati.fled with the 8Pprol.e~ant, allowanco or disallowance of deduotionl, Dr all.....nt
of tex (Inoludln; dilcount or Int.rlst) a. .hown on thl. Notice mu.t obj~ot within sixty (~O) day. Qf r.celpt of
thll Notlae bYI
..wrltt.n prot..t to the PA Department of RllllnUft, 80tird of Appeall, nept. 261021, tlarrhburg, PA 11128.1021, OR
'.Il.ctlon to halle the ..tt.r deter.lnld at audit of thl ac~ount of thl plrsonai r.pr..entatiye. OR
--appeal to the Orphan.' Court.
F.gtuai .rrors dllcOllered on thl. ftIi....~.nt .hould bl addrell.d In IolrHln; tal PA Depart.ent of Relltnut,
Bur"'" of Indlyidual TIMllII, ATTN! Po.t AI"I....nt RIl,Ill1ol Urdt, Dlpt, 280601, Harrhburg, pA 17121-0601
Phon. (7111 181-650!;. S.. ploa S of th. bool<.lIt ''In.truo11on. far Inh.ritana. Tax Return for a Ruldlnt
,Deo6dent" (REV-IS0ll for an IMplanation nf adalnl.tratlvllv correctibll Irror..
If any t.~ rlul i. paid within thrl' (3) calendar .onth' aft.r the dlcldlntt. dI.th, . filii Plrcent (S~) di.oount of
thl tlX paid i. .1Io~.d.
The lS~ taM ..n..ty noR-participation p.nalty I. oo~ut.d on the total of the ta~ and Intarl.t .......d. and not
paid b.fore Jln",ary 18, lCJCJ6,thl flr.t day aft.r thl .nd of the tex allnltty plriod. lhl. "on-p.rticlpat1on
plnalty 11 ~pp..labll In the .a.e lIannlr and i" the tha '~Ile ti.. period a. you would app..l tha tax and intlr..t
that hat bltn a,,,ucd II indlCltlted on thi_ notic..
I~tar..t I. chargld baglnnlng with fir.t day uf d.lln~Ulncv, or nlnt (CJ) .onths and Qnl (11 day froll the d.tl of
d..th, to the date of ply..nt. Tax.' wnlch b.oa.. d.llnquant beforl January 1, 1912 b.ar 1ntlra.t .t the rlt, of
.IM(6X) p.ro.nt plr annul aaloylat.d at a dally ratl bf .0001b~, All t.x.. whi~h bea.a. dlllnqulnt on and.ftlr
J.nulry 1, 1982 wl1l b..r Intor..t It . rate which will vary fr~ oalondar y.ar to cal.ndar V.,r with that r.t.
announo.n by th, PA nlpart.ent of Plvllnul, Th. eppilcable Int.r.st rata. for 1'82 through lCJ91 .r'l
't!.!r Jnt.rut Fla'l !2.!.!.!t tntorllt FltCltor ~ Intlrut Rate DailY Interut FactQr.
\9&2 201: ,OOOS48 19" 9X ,000241
\983 161: .0004U 191'.l'.llJI llX .000301
1914 11X .000:50) 1992 9X _000241
19&5 IS;': ,000156 1993-1994 1% .000192
1'916 10;': ,OOO?14 \995-199'1 9X .000241
~-Int.r..t 11 calc",latld .. folloWII
INTEREST . BALAHCE OF TAK UNPAID K HUHBER OF DAYS DELIHQUENT K DAILY INTEREST FACTO.
-~Any Hotlee il.uld aftlr the tax bleo..' dllinqulnt wlll rlflwct an intera.t calauiltion to flfte.n (15) d.v.
blyond the datil of thl ........nt. If paYllent 11 lIIadl aftl.' thll 1ntflrllt oOllputaUon d.t. .hown on the
HotloB, ftdd1tlonB\ Internt .u.t b. calaulated.