HomeMy WebLinkAbout97-00431
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L^W OFFICES
SAlOIS, GUIDO, SHUFF & MASLAND
2109 MAkKET STREET
~ 0, 80X 731
CAMP HILL, PENNSYLVANIA 11001.0737
REGISTER OF WILLS' OFFICE
QUMBERLAND COUNTY COURTHOUSE
CARLISLE PA 17013
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WillS
CQUNTYCODE
REV :U,OOE)( t(7-g~)
FDA OATES OF DEATH AFTER 1~1)1I91 CHECK WiRE
IFASPoUSAl. II
p lillL!JL~=QLMMf&.._L..L___
FILE NUMBER
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8
E
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DI!CCDE~H'S COMflLEI E ^DDnES~i
2312 Logan StnlOL
CUlnp f1l11
~pplemontal Roturn
D 41. Fulur. Intorest Compromlso
(for dalos 01 death after 1~-1~-621 05.
Dec.:odent Died Testate 0 7. Decedont Mair\!alned a Living Trust 1 8.
(Attach copy of Will) (Attach a copy 01 Trusll , ._____.
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD DE DIRECTED TO:
o 0
~ g
S ~
DHCEOENT'S NAME (lAST, FIRST, AND MIDOll: INITIAL)
Yeatts, Charles E.
SOCIAL SECURlfV'NUMBEiA DATE: OF [)E"'TH~ATEOFi);Tt;-~-'
716.05-7857 04/28/97 0]/06/1917
___._ County
{IF APPLlCABLE)SURVIVINQ 9POU9E'S NAME (LAST,fIRST AND MIDDLE tNITIA\.) SOCIAL SHCUAITY ~IUMElER
Cumberland
C A 8 IR11.
H P L D~,
E P 0
C R C
K 0 K fJ(16,
P S ~
1. Roal Estale Schodule A)
2, Stocks and Bonds (Schedule B)
3, Closoly Held Stock/Partnorshlp Interasl (Schodule C)
~, Mortgagos and Notes Rocolvablo (Schedula D)
6. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E)
6, Jointly Ownod Property (Schedule FI
./. Transfers (Schodule 0) (Schodule L)
0, Tolol Gross Assel' (lolal Lines 1-7)
9. FUil9ral Expenses, Administrative Costs, MIscellaneous
Expensos (Schodule HI
10, DeblS, Mo'tgago Liabilillos, Uens (Schodule I)
11, Tolal Deduction, (total Unos 9 & 10)
12. Net Value 01 Estate (Line 6 minus Line 11)
13, Charitable and Governmantal Bequests (Schedule J)
14, N!,!..:'~ue Subjocllo Tax (L1no 12 minus Line 13)
15, Spousal Tran,'ors (lor dat.' 01 dealh aher 6.30-94)
See Instructions for Applit::able Percentage on page 2.
(Include l/alUflS /rom Schedule K or Schedule M.)
16. Amount of line 14 Utxablo a16% rale
(Include I/Cillues Irom Schedula K or Schedule M.)
17. Amount of Line 14 taxable at 15% rate
(Include I/alull!i from Schedllla K or Schedule M.l
18, Principal lax duo (Add lax Irom L1no 15, 16 .nd 17)
19. Credits/Sp Poverty Prior Payments Oisco..mt
0.00 :.1.0,000.00 + _~L052. 63
20, II L1no 19 is gre.ler than Line 18, enler Ihe dillerence on Line 20, This is lho OVERPAYMENT.
~ 0 ~ck horol' you aro roquoallng a ..'and ~our ovorpaymen!:1
21. II Line 1815 greater than Una 19, enler the difference on Line 21. This Is tho TAX DUE.
A. Enter the interest on thtl balance due on Line 21A.
B, Enle' lhelotai 01 Line 21 and 21A on Line 21B, This is tho BALANCE DUE,
Make Check PaYlblo to: Rlgl'le, 01 Wille, Agont
. . 8E SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
una~ltloll or ;.)8rJury, I declare that I hAve eJ(i1mln&dlhls ,elllrn, Including lIccomparrylng ,ch6dules and statements,.ridiO the besl 01 my knowledge 100 belt.f, Ills true,
correclaod complete, I d.clilre thal.11 r..18Illat_ hu boan raported at Hue tnlr~ol value. O.cl~rBlIon 01 praparer olher lhan lhe personal repr.senlatlvels based on al rm lion of
which preparer h~lny knowledge, r ( .-
Original Relurn
limited Estate
NAMr.
John E. Sl1ke
COMPL.tTE MAJWlQ ADDRess
Sa'dls, Guido, Shuff
2109 Market Street
Camp 111116 PA 17011
1) ___ 1~887 .1,0
(2) 11, ,458.50
(3) None
(~) Non~
(5) 309,51,1,,13
(6) 11 ,144.50
(7) 32,616.68
TELEPHONE NUMBER
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(9)
29,137.55
(10)
2,074.16
(15)
0,00 X
2197-0/,31
YEAR
NUMBER
AMOUNT flECEIVIlO (SEE INSTRUCTIONS)
0.00
Remainder Return
(for date. of dealh prior to 12-13-6~1
Foderal Elstat. Tax Roturn Requlrod
Tolal Number 01 Safe Deposit BOXflS
IX Mas1and
(8)
468,651. 21
(11)
(12)
(13)
(14)
31,211. 71
437,439.50
437,439.50
=
0,00
26,246.37
(16)
437 ,1,39.50 X ,06 =
0.1)0
T
A
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(17)
O,OOX,IS=
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Interest
(18)
26,246,37
(19)
(20)
21,052.63
0.00
(21)
( 2,1A)
( 218)
5,193.74
0.00
5,193.71,
SIGNATURE OF PERSON RESPONSIBl.E FOR FIWlQ RETURN
____,. '7,P .'''1 J!. ,)f' 0 u' uN
SIGtlATURIi' OF PR6PAREA OTHER THA.N REPRESENT A'rIVE
)-r1v\ I' vit~A'
Copyright (el 1994 forfmOflWAre only CPSyslems, Inc.
Nancy Y. Garcia
??~~. ~.oga!,. .~~r.oet............................. .,.
Camp IIi 11 , PA 17011
Saidis, Guido, Shuff & Mas1and
2109 ~1srket Street
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COM.I~gMhY^NI^
ESTATe Of
....2!!!rles E. Yoatts 55!! 716.05.7857
Jolnllenant(.)r
SCHeDULE P J
V-OWNED PROPERTY
04/28/97
FILe NUMBE!!,
2197.0431
nl!V - 150UX . (12'''1
NAME
"A.----r:lanoy y, Garo ill
ADDRESS
23~2 Logon Street
Camp Hill, PA 17011
RELATIONSHIP TO DECRDENT
daughter
8,
C,
JolnUy-owned propertyr
LETTER ...---.
ITEM DATE TOTAL VALUE DIlCII'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET Ok INT, ECEDRNTINTEREST
TENANT JOINT
1 A 02/14/95 PNC Bank, c/a 3,362.75 50,00X 1,681.38
account no. 5140070855
2 A / / Series E 6< EE 18,926.24 ,'iO.OOX 9,463,12
Bonds . see attached list
., TOTAL (AI.o onler on IIno 6, Rooa Itulallon)
(It more .paool. nefdod, Insert addlllonal.hool' at II",. .128,)
Copyright (0) 1994 fOlm lortwlre only OPSy.llml, Inc.
11 144. 50
Form 1600 Schedule F (Rev. 12-88)
.e~t of C~<<(b l' ~'I tI :> /h(~c 3 "f.k
E:\EEBONDWlCE&DB,DB 5/2]/97
Date
hlue luue CM^ t'r-
/- Serlnl Number Iml1 FRee VO,~ Millilll Y\:!!! IfrillLY.ll!llll IQlnllolcrc~!
1 M93598883E E $1,000,00 May 72 $4,0]3,60 $3,2H3,60 CMrlo YfolttS
2 M9H98884E E $1,000,00 May 72 $4,033.60 $],283,60
3 M93598885E E $1,000,00 May 72 $4,0]],60 $3,283,60
4 M93598886E E $1,000,00 Mny 72 S4,0]3,60 $3,283.60
5 M93598887E E $1,000.00 Mny 72 $4,033.60 $.1,283,60
6 M93598888E E $1,000,00 May 72 $4,033.60 $3,283,60
7 M93598889E E $1,000,00 Mny 72 S4,033,60 $3,283,60
8 M93598890E E S 1 ,000,00 May 72 $4,033.60 S3,283,60
9 M93698375E E $1,000.00 May 72 S4,033.60 S3,283,60
10 M93698376E E $1,000,00 Mny 72 $4,033,60 $3,283.60
S10,000.00 $40,336.00 $32,636.00
11 M201487676E E $1,000.00 JIIO 76 $.1,429,20 $2,679,20
12 M201488383E E $1,000.00 JUIl 76 $3,429,20 $2,679,20
13 M201488384E E $1,000.00 Juo 76 $3,429,20 $2,679,20
14 M201488385E E $1,000,00 Juo 76 $3,429,20 S2,679,20
15 M201488386E E $1,000.00 JUII 76 $3,429.20 $2,679.20
16 M201488387E E $1,000,00 Juo 76 $3,429,20 $2,679.20
17 M201488388E E $1,000,00 JUII 76 $3,429,20 $2,679,20
18 M201488389E E $1,000.00 Juo 76 $3,429,20 $2,679,20
19 M201488390E E $1,000,00 JUII 76 $3,429,20 $2,679,20
20 M2014H8391E E $1,000,00 JUII 76 $3,429,20 $2,679,20
21 M201488392E E $1,000.00 JUII 76 $3,429,20 $2,679,20
22 M202645927E E $1,000,00 JUII 76 $3,429,20 $2,679,20
23 M202645928E E $1,000,00 JUII 76 $3,429.20 $2,679,20
24 M202645929E E $1,000,00 Juo 76 $3,429,20 $2,679,20
25 M202645930E E $1,000,00 JUII 76 $3,429,20 $2,679,2,0
$15,000.00 $51,438.00 $40,188,00
26 MOl2651715EE EE $1,000,00 Oct 85 $l,lOH.40 $608.40
27 MOl2651716EE EE $1,000,00 Oct 85 $1,108.40 $608.'10
28 MOl2651717EE EE $1,000.00 Oct 85 $1,108.40 $608.40
29 MOl26S1718EE EE S I ,000,00 Oct 85 $1,108,40 $608,40
30 MOl2651719EE EE $1,000,00 Oct 85 $1,108.40 S608.40
31 MO 1265 I 720EE EE $1,000,00 Oct 85 $1,108,40 $608,40
32 M012651721EE EE $1,000.00 Oct 85 $1,108.40 $608.40
33 M012651722EE EE $1,000,00 Oct 85 $1,108.40 $608,40
34 M012651723EE EE $1,000,00 Oct 85 SI,108,40 $608.40
35 M012651724EE EE $1,000.00 Oct 85 $1,108.40 $608.40
36 MOI2u5!725EE EE $1,000,00 Oct 85 $1,108.40 $608.40
37 M012651726EE EE $1,000.00 Oct 85 $1,108.40 $608.40
38 M012651727EE EE $1,000.00 Oct 85 $1,108,40 $608.40
39 M012651728EE EE $1,000,00 Oct 85 $1,108.40 $608.40
40 M012651729EE EE $1,000.00 Oel 85 SI,108.40 $608.40
41 MOl2651730EE EE $1,000,00 Oel 85 $1,108.40 $608,40
42 M012651731EE EE $1,000,00 Oel 85 $1,108.40 $608.40
43 M012651732EE EE $1,000,00 OCI 85 $1,108.40 $608.40
44 M012651733EE EE $1,000,00 OCI H5 $1,108.40 $608,40
45 M012651734EE EE $1,000,00 Oct 85 $1,108.40 $608.40
S20,OOO.00 $22,168.00 $12,168.00
Total $45,000.00 $113,942.00 $85,192.00
v.::.st c- f- Clwl ~ ,\ V~" ttf (h,'e I, of" G
E:\EEBONDW\DB&CE,DB 5/23/97 \)
Date
IsslIe hSlle
Serial Number ~ Face Volue Mlut!h xw: IillJl)~ Tolullnterest
1 M210127605E E $1,000,00 AIIg 79 $2,672.00 $1,922,00
2 M210127606E E $1,000.00 AIIg 79 $2,672,00 $1,922,00
3 M210127607E E $1,000,00 AIIg 79 $2,672.00 $1,922,00
4 M210127608E E $1,000,00 AIIg 79 $2,672,00 $1,922,00
5 M210127609E E $1,000.00 AIIg 79 $2,672.00 $1,922,00
6 M210127610E E $1,000.00 AIIg 79 52,672,00 $1,922,00
7 M210127611E E $1,000,00 AIIg 79 $2,672.00 51,922,00
8 M210127612E E $1,000.00 AIIg 79 $2,672.00 $1,922,00
9 M210127613E E 51,000.00 AIIg 79 $2,672,00 $1,922.00
10 M210127614E E $1,000,00 AIIg 79 $2,672.00 $1,922,00 CACI')/!> I
11 M21012761SE E $1,000.00 AIIg 79 $2,672.00 $1,922.00 ~4'
12 M210127616E E $1,000.00 AIIg 79 $2,672.00 $1,922.00
13 M210127617E E $1,000,00 Aug 79 $2,672.00 $1,922,00
14 M210127618E E $1,000.00 AIIg 79 $2,672.00 $1,922,00
514,000.00 $37,408.00 $28,908.00
15 M35250433EE EE $1,000,00 Nov 89 $779.20 $279,20
16 M35250434EE EE $1,000.00 Nov 89 $779.20 $279,20
!7 M35250435EE EE $1,000,00 Nov 89 $779,20 $279.20
18 M352S0436EE EE $1,000,00 Nov 89 $779,20 $279,20
19 M3S2S0437EE EE $1,000.00 Nov 89 $779,20 $279,20
20 M3S2S0438EE EE $1,000,00 Nov 89 $779.20 $279.20
21 M35250439EE EE $1,000,00 Nov 89 $779,20 $279,20
22 M352S0440EE EE $1,000.00 Nov 89 $779,20 $279,20
23 M352S0441EE EE $1,000,00 Nov 89 $779,20 $279,20
24 M3S2S0442EE EE $1,000,00 Nov 89 $779.20 $279.20
25 M35250443EE EE $1,000,00 Nov 89 $779,20 $279,20
$11,000.00 $8,571.20 $3,071.20
Total $25,000.00 $45,979.20 $29,979.20
E.~r f- ('),(/1(;, ~/(,<1 tis PaC/ (,,+- b
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E:\EEBONDW\CE&DB2,DB 5123197
Date
hsue Issue
Serial Number ~ Faee Vnlue Mill1.lh ,Ym Tulul Vulue TOlullnle~QS\
I M14479873EE EE SI,ooo,OO JUIl 86 $1,065,60 $565,60
2 MI4479874EE EE $1,000.00 JUIl 86 $1,065,60 $565,60
3 M14479875EE EE . $1,000,00 JUIl 86 $1,065,60 $565,60
4 MI4479876EE EE $1,000,00 JUIl 86 $1,065,60 $565.60
5 MI4479877EE EE SI,OOO,OO JUIl 86 $1,065,60 $56MO
6 MI4479878EE BE $1.000,00 JUIl 86 $1,065,60 $565,60
7 MI4479879EE EE $1,000,00 JUIl 86 $1,065,60 $565,60
8 MI4479880EB EE $1,000,00 JUIl 86 SI,065,60 . $565.60
9 MI4479881EE EE $1,000,00 JUIl 86 $1,065,60 $565,60
10 MI4479882EE EE $1,000,00 JUIl 86 $1,065,60 $565.60
II MI4479883EE EE $1,000.00 JUIl 86 SI,065,60 $565,60
12 MI4479884EE EE $1,000,00 JUIl 86 $1,065,60 $565.60
13 MI4479885EE BE $1,000,00 JUIl 86 $1,065,60 5565.60
14 MI4479886EE EE $1,000,00 JUIl 86 $1,065,60 $565.60 ChMIc')
15 M14479887EE EE $1,000,00 JUIl 86 $1,065,60 $565,60
16 MI4479888EE EE $1,000,00 JUIl 86 $1,065.60 $565.60 YetJ.1t>
17 M14479889EE. EE $1,000,00 JUIl 86 $1,065,60 $565,60
IS MI4479890EE BE $1,000.00 JUIl 86 $1,065,60 $565,60
19 MI4479891EE EE $1,000,00 JUIl 86 $1,065,60 $565,60
20 MI4479892EE EE $1,000,00 JUIl 86 $1,065,60 $565,60
$20,000.00 $.21,312.00 $11,312.00
21 M2427S386EE EE $1,000,00 Jul 87 $876,80 $376,80
22 M24275387EE EE $1,000.00 Jul 87 $876,80 $376,80
23 M2427S388EE EE $1,000,00 Jul 87 $876,80 $376.80
24 M2427S389EE EE $1,000,00 Jul 87 $876.80 $376,80
25 M24275390EE EE $1,000,00 Jul 87 $876,80 $376,80
26 M2427539 lEE EE $1,000.00 Jill 87 S876.80 $376.80
27 M2427S392EE EE $1,000,00 Jul 87 $876,80 $376,80
28 M2427S393EE EE SI,ooo.OO Jul 87 S876.80 $376.80
29 M2427S394EE EE $1,000,00 Jul 87 $876,80 $376,80
30 M2427S395EE EE $1,000.00 Jul 87 $876,80 $376,80
$10,000.00 $8,768.00 $3,768.00 ,
(
Total $30,000.00 $30,080.00 $15,080.00
E:\EEllOND\l^CY &NG.DB 5123/97 fQse b ,<< b
Date
Issue luue
Serial Number ~ Faee Value M!m.l!! XlUll: Total Value TollIl 11lterut
I M6S23137EE EE $1,000,00 Mar 84 $1,194.40 $694.40
2 M6S23138EE BE $1,000.00 Mar 84 $1,194.40 $694.40
3 M6S23139BE EE $1,000.00 Mar 84 $1,194.40 $694.40
4 M6S23140EE EE $1,000,00 Mllr 84 $1,194.40 $694.40
S M6SZ3141EE BE $1,000.00 Mar 84 $1,194,40 $694,40
6 M6S23142EE EE $1,000.00 Mar 84 $1,194.40 $694,40
7 M6S23143EE EE $1,000.00 Mar 84 $1,194.40 $694.40
8 M6S23144EE EE $1,000,00 Mar 84 $1,194.40 $694.40
9 M6S2314SEE EE 51,000,00 Mar 84 51,194.40 5694.40 C ~1 At.>
10 M6S23146EE BE 51;0&:00 Mar 84 51,194.40 5694.40
11 M6S23147EE EE 51,000.00 Mar 84 $1,194.40 $694.40 vel!.
511,000.00 $13,138.40 $7,638.40
o(
12 L30028S92IEE EE $50,00 Jun 87 543.84 $18,84 Nailer
$SO.OO $43.84 $18.84
13 MS9967123EE EE $1,000.00 Noy 93 $574.40 $74,40 ~ea i!s
14 MS9967124EE EE $1,000,00 Noy 93 $574.40 $74.40
15 MS9967125EE BE $1,000.00 Noy 93 $5'/4,40 $74.40
16 MS9967126EE EE $1,000.00 Noy 93 $574.40 $74.40
17 MS9967127EE EE $1,000.00 Noy 93 $574.40 $74.40
18 M59967128EE EE $1,000.00 Nay 93 $574.40 $74.40
19 MS9967129EE EE $1,000.00 Noy 93 $574,40 $74.40
20 MS9967130EE EE $1,000.00 Noy 93 $574.40 $74.40
21 M59967131EE EE $1,000.00 Nov 93 $574.40 $74.40
22 M59967132EE EE $1,000.00 Noy 93 $574.40 $74.40
$10,000.00 $5,744.00 $744.00
Total $21,050.00 $18,926.24 $8,401.24
JUL-16-1997 12135
"NO \Ian~. N.A.
I'ln.bu'llh, ~A, 1526&
PNCBANK elF
412 76 P.0l/f.l2
Decedent R.portin9
~ PNC Plo.a, 33~ rloor
Pit~h, PA 15222
PNCBANK
July 16, 1997
La'" Offices
Saidis, GuidQ,'Shuf!' Maaland
2109 Marlr..et Street
P.o. Box 737
Camp Hill, PA 17oo1...()737
RE: !.state of Charlell E. Yeatts, Deceased
SSN: 716-05-7857
1lOO: 4/28/97
Dear Mr. John E. Slike:
Pltue find the information you have requ."teCl listlild belO\o1.
~ ACOOUNT
~ .5140070855 Charles &. Y.atts Nancy Y. Garcia
DOD Balance: $3,357.23 + $5.52 accrued intere"t
SAVDlGS A(XXU71'
05130071803 Charl'll E. Yeatts
000 Balance: $13,106.71 + $42.94 accrued interest
Establiuhtd 2/14/95
Establiahed 5/1/85
Cl!.RrIFICAm CR DEPOSIT
.21001017918 Charles E. Yeatts Established 7/5/95
OOD Balan~: $1,086.19 + $3.18 accrued interest
.21001017919 ChArles E. Y.atts Established 7/5/95
OOD Balanc.: $1,086.19 + $'.18 accrued interest
.21001017920 Charles E. Yeatts Established 7/5/95
DOD Balance: $1,086.19 + $3.19 accruQd interest
121001018407 ChArles E. Yeatts EStablished 2/14/95
COD Balance: $15.000.00 + $24.45 accrued interest
121001018408 Charles E. Yeatts Established 2/14/95
000 Balance: $15,000.00 + $24.45 accrued interest
021001018409 Charles E. Yeatts Established 2/14/95
DOO Ba1anclI: $15,000.00 + $24.45 accrued interest
;.t[.///J,-/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
('.
IU~EAU OF INDIVIDUAL TAKE~
INHUI fAHf.f TAM nIYISIO~
Df.Pl. llObOl
ttAARUIUPO, PI. InZI-OllOI
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEOUCTIONS ANO A~SESSHENT OF TAK
DATE
ESTATE OF
DATE 01' DEATH
FILE NUHIER
COUNTY
ACN
12-15-97
YEATTS
0(,-28-97
21 97-0431
r.UMBERLANO
101
E- AM~~~c~'!.~
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAHD CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: iiiii - iii-A;' P - i il9=97i" -Nofi c r -OF - i"NHEiiii A;.ic E - fAX - A-P- pjiiii S EioiifNT -; -At. 1. oWAioic i - eiR' - - - - - _m - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES E FILE NO. 21 97-0431 ACN 101
JOHN E SLIKE
SAlOIS ETAL
2109 MARKET ST
CAMP HILL
PA 17011
ESTATE OF VEATTS
HK RETURN WAS, I X) ACCEPTED AS FIl,cD
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I E,t.t. (Schedula AJ
2. stock. and Bond. (Schedule 8)
5. Cla..ly Held stock/Partnership Intftr..t (Schedule C)
4. Hartg.gas/Hot.. R_caivabla (Schedule D)
S. C..h/Bank Daposits/Hi.,. Parlonal Proparty ISoh.dul. E)
6. Jointly Owned Property (Schedul. F)
7. Transfers (Schedule G)
t. Total A..et.
) CHANGED
III
121
(3)
14)
(S)
(&I
( 71,
100,887,40
14 ,(158,50
.00
.00
309,544. 13
11.144,50
32,616.68
II)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~pan~es/Ad~. Costl/Mile. EXpanlftl (Sohedule H)
10. Debtl/Mortg.g. Li.bi11ti.w/Li~n. (Sohadule Ii
11. Total DeductionJ
12. Net Value of hx Raturn
13. Char Habl./(;ovarnlnanhl Bequ..t,; NanN.hoted 9113 T,'u.t. (Sohedule J)
14. Nat Value of Est.te Subject to Tax
NOTE:
If an assessment was issued previously, lines
reflect Uguras that include the total of ill
ASSESSMENT OF TAX:
IS. AMount of line 14 at Spousal rat. (15)
16. A~ount of Ljno 14 tMMabla It Line.l/CI... A rIte 116>>
17. A~ount of Line 14 tax~bla at Coll.taral/Cla.. B ret. (17)
18. Principal Tax Dua
TAX CREDITS:
PAYHENT
DATE
07-01-97
09-22-97
RECEIPT
NUHIER
AA211488
AA242257
OISCOUNT It)
INTEREST/PEN PAID (-)
1,052,63
.00
. IF PAID AFTER DATE INDICATED, SEE ~EVERSE
FOe CALCULATION OF ADDITIONAL INTEeEST.
19)
(10)
29,137,55
2, 07~ .u.
(11 )
(l2)
(lS)
(l4)
e....!... /!
W:'~:"n' .....~~
" .ih>-::J! ~
rw'
lH 11./ (I 'II r1' 'I'
CHARLES
E
,00 x ,00=
431 ,439.50 x ,06=
:00 X ,15.
(ll)
DATE
12-15-97
HOTfl To insure propor
credit to you,. lo;::ount I
.ub~it the upper portion
of thil for", with your
t.K PIYllent.
468,651,21
3] ,~II 7L
437,439,50
,00
437,439,50
14, 15 and/or 1&, 17 and 18 will
returns assess.d to date.
,00
26,246.37
.00
26,246.37
IF TOTAL DUE IS LESS THAN II, he PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR I, YOU HAY BE DUE
A REFUND, SEE REVERSE SlOt OF THIS FORH FOR INSTRUCTIONS, I
AHOUNT P~;;-~
20,000.00
5,193.7lt
.______[-L-
TOTAL TAX CREDIT 26,246,37
___...__._....._..__....n ._n._____ _. __.~_.__. ......_
8ALANC~ OF TA~~ ' 0_0 .~
INTEREST ~~~-~E:=J.' -- . O~d' '
TOTAL DUE ,00
-- ._---._~--
\
RESERVATION I Eltlt.i of dloedlnt. dYlna on or &.'or. D~o..b'r 12, 1~'2 ~~ If any futurl Int.rl.t In 'hi ..tat. II trln.f.rrld
In Po.....lon or .njoy..nt to ell.. b (coll~t.r~ll blnlflal,rl.. Qf thl dooldlnt .ftar the _~plr.tlon ~f .ny ..tat. for
lifl or for ~nr'j till COMlllonwl'Uh hereby IIl(preuly rUlrVII thl right to appra1t, and ~"e" trM.fer Inher1hlnn h~I'
af the Iftwful CIaIll ! (c01lnt.ral) rllt, or, IIny luch futurl Inter..t.
PURPOSE OF
NOTICE I
PUHEHT I
RfFUHD (tR) I
OIJECTIONSI
ADMIN
ISTR"TIIJE
CORRECTIONS I
DISCOUHT I
PfNAlTVI
INTEREST I
To fulfill the requlr..lnt. of Set:l1on 2140 of ttll Inh.rltlne" and E.tet. TII( "4:lt, Aot 21 of I~ClS. (12 P.S.
SeoUon 1)140),
Detloh thl top portion of thill Not1c~ and submit with your pay"ent to tho RlIghter of wills prlnhd on thl reVlrle .id..
ntt"k. ohftek or Illoney ord.r pay&b.1, tOI REGISTER Of' HILLS, AOENT
II rlfund af a tll( credit, ~hlch was flat rlquutctd on the Tn~ Return, mlJy be requested by cOlIPletlng In ....ppllcatlon
for Rlfund of Pennlylvanla Inheritance ftnrl Estltte TtI)(" (nEV~Un), A~lplic"tlon. ar. IIYl!tUabllt .t 'h. OfficI
of th, R.gJ.ter of W1III, ftn~ of the 23 Revenue [Ilstrlot Offlc"s, or by cal\lng the sPtel"l 24-hour
anlw.r Ing IIr" Ie. nUllbers for forll9 ol'der Ing: In Ponnsylvftn 1ft 1-801)- .%2- Z050, out slde Plnnsy I van la and
within local Harrhburg lire" (717) 7~H-8094, TOOIf ('(11) 77?'-2ZS?, (tI"arlng [MPaired Only).
Any perty In int.rut not sllUJlfJad with the ftpprlllu",ent, "llowlIne. or dlsftllowanceof d,ducUonl, or allSUIII,nt
of h/'( (inCluding dlscount or lnt"".lt) lIS shown on this Hotlce Must object within sll(tl/ (ltO) day I of rac.lpt of
thlll Notlc. by:
.~wrlttlln protut to th.. PA O"lp~rhlont of RevonufI, fioftrd of "ppull, Oef't. Z810Z1, ~larrl.burg. Pol 171Z8~IQZ1, OR
""lIhiltlon to hl'llv, ttle "'l'lIthr tJotunllnod at audit of the l'Iccount of ttle plllrllonal repreuntatlv., OR
"llpPlftl t:l the Orphans' Court.
Faotu~l .rrors dlscover.d on this alsess.llnt should be ftddr..sert In writing to: Pol nlpart..ent of Rlvenue,
Burlau of Individual Tl'lI1(8Il, AnN: Post Asr.eulotent R"vlllw Unit, Oept, 280601, Ilarrlsbur\,l, P4 17~2a-G601
Phone Ol?) 141-1,505. SIl' oage S of the booklet "In.tructlon~ for InhlrltancfI Ta)( Return for.. Relidlnt:
Oeced."t" (REIJ~1S01' for l'lIn el(plftnatlon of tltlllinhtratlveiy correctable InO!"I.
If any ta)( due Is pftld within throe 0) oalendar 1II0nths after thl dec.u.nt'! deBth. a five perclnt (5:<'1 dhoount of
the tftM paid JI allowed.
The 15:<' tll( ~Ity non-plrtJtipatlon penalty 1. cOlllput,d an the total of thl tax and Intlr.lt al.llsed, and not
paid before Januarv la, 1996, the firlt dfty aftllr tho IInd of thll tftl( un.sty jl.rlod. This "on-participation
p.nalty is appaalable In the Sl'llllle lIlannllr' und In thQ thll ~!UIIQ tlrrJ6t p"rlod itS VOll wm,ld lIf1pel'lll the tft!: and Interest
that hal b..n ftlsnlld ulndlcated on this notieM,
Inb".t Is char gild beglMlr'9 with flnt tltly of dellnqutmcy, 01' "Ir.e (9)"onthl and 01'11 (11 dfty fro. the dtlt. of
de.th, to tnl datil of pfty...nt. rax.. which beca.. dolll'lquent before January I, ICla2 bear lnterut ftt the rftta of
lill (6%) ptrc:ant par annuli clIlcul.ted lit a dlllly ratA of ,000164. All tftl(llS which becll.. dollnquent on lInd lIftlr
Jftnuarv I, 1962101111 bellr Int.,.~,t at .. roto which will vftry frolll cllJal)dar vellr to Cl'llllndtlr y..r with that tfttl
announced bIJ the PA Depftrtftlflnt Qf Rev.nue, The llppllcllble lnterest rfthUI for P182 ttlrough 1998 ftrltl
'!!!!: Interut Rct'- DftJlv Inter...t F"ftctor !!!! Inhlfut Rate Dfl'ily Inter..t Factor
1982 20% .1I00~4a 1981 " ,OOO2H
1983 16% .000(,38 1988-1991 U% .000301
1984 11Y. .000501 1992 9% .000247
iUS U:I. ,OOOHti 199.5,-1?94 1% .000192
198& 10% ,OOOU4 1?llr,-1998 9% ,000247
ulnt"..t II calculatltd .. follows:
INTEREST = BALANCE or TAX UNPAID X NUNSER or DAYS DELINQUENT X DAILY INTEREST rACTOR
nAlly~otlce luu.d aftor the tal( be CO"" Ollllnquent will rllfteet tin Int.rut cftlcwl,'ltlon to flft.." <IS) day,
bllyond thfl dtlte of th. UtRuM.nl. If P1l'illlont 19 IIIllde nfter the Interll5t COlllputl'lltlon dl'llte Ihown on the
NoUe.. additional lnter..t _ult be call1ulated.