HomeMy WebLinkAbout97-00451
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9,~'~_ I INHERITANCE TAX RETURN
I'f:.._~ I RESIDENT DECEDENT
COMMONWEAL'" 0' PENNSYlVANIA j (TO BE FilED IN DUPLICATE
DEPARtMeNT ,0' REveNUE
".._".A."sfJ:p~o'r'!:~ao~I" ,__WITH REGISTER OF WillS) COU'HVCODE
-.--.-----r15Imrn1~NAMf (lAST, 'IRST, AND MiD1:i[fTNTfiAlT-----..-.~-".-~... .- . T '--"'If;Tff6TNf7r(OMPtfH .4,OO~B5 .-..-
~ STONE, I\NN1\ W. 1-fcs,9lah Village
~ SO~~~~U~'~~N~7~~-,u-,'.-,',T.4.A,.'~D.l,F6"D~^~i.7.'"" ["^" OF""" 1100 Mt. I\lten Dr.
__'",__,_ ________'.'" n _ 2- 14 -(~9 c,~,~c~IQ~~_g,~~_l~gd P~~.~055_,,_._n
= ~J I. Original Relurn r.l 2. Supplemonlol Relurn /] J. Remaindor Return
l'i~..~ Ifor dol.. 01 d.a,h p,io, 10 12,13,821
~ [] 4, Limited Eslate [J 40, future Inlarel' Compromi" ! .-J 5, Federal Ellal" Tax
:2... (10' dOl.. 01 d.olh ollar 11.12,8~1 R.lu,n R.q,i,.d
Utra [~l 6, Decedent Died T",tole C"J 7. Decedenl Maintained a li"inU Trusl ,__ 9, Tolal Number of Sofe Oepo1it 801(01
<( IAllocn copy of Willi (Alloch copy of l,uIl1
ALL CORRISPONDiN"c, AND CON-P1DENYlAL TAX INI'ORMATION sHOuioaiDlREcfiii TOI
NAME - Iptfi(M;;il!t~C A[)O~m-
Stephen C. Nude1, Esquire 219 Pine Street
,ffiiONE NUMm ,___~__~__H_~ -- Ila r. r i s bu rg, P 11 17101
___.._1 ~l!J '= 236-5000 "'==~=" __ , ..___
h I -0-
1. Rool E,'ol. (Sc .dul. AI 1) . ____._, .. ....._,..,..__._,
2, SIock. and Bond. IScn.dul. BI I 21~~_:J.!.4I~.~,~.._....__
-0-
3, Clol.ly H.ld Slock/Partn."hlp Inl".IIISch.dul. CJ (3) ,___~___.,___..,.___.__
4, Mo,lgog.' ond NolO. R.c.lvobl. IS,h.d,l. DI I 4) _~.,__________
5. Co.n, Bonk Dopo.I" & MI".llon.ou. PO/Ional P,op.rlrl 5) .~~lO. 01.___,
(S"n.dul. EI
6, Joln"y Own.d Prop.rty ISch.dul. FJ
7, T,on.I." ISch.dul. GI (Sch.dul. LI
8, To'ol Groll All." Ilalallln.. 1.71
9. funeral hpenus, Administrative COUI, Miscellaneous I 9)
Expon... ISch.dul. HI
10, D.b". Morlgog. liabillll.., U.n. (Sch.dul. II 1101
11. 10101 D.duclion. (10101 IIn.. Q & 101
12, N.I Valu. 01 Eliot. (lin. 8 mlnu.lin. II)
13. Charilabl-o and Governmental BeCluesh (Scnodule Jl
14, N.I Vol". Sub i." '0 Tax IlIn. 12 minu.lin. 131
15. Amount of line 14 taxable al 6% rale
Ilnclud. volu.. Irom Sch.dul. K 0' Sch.dul. M,I
16. Amounl of line 14 taxable 01 15% rale
IInclud. volu.. from Sch.dule K or Sch.dul. M,I
17, Principal lax due IAdd tax from line 15 and from line 16,)
18. Credits Prior Payments Discount
Rev '1500 fXt- pl.SSI
i fill NUMIIR
,
'.
C
2 \ --97 -0451
YEAR
NUMBP'iJ
~i
=~
8~
z
o
;:
~.
E
~
..
976.80
--_.._---.---
-0-
161
( 71
646,371. 64
( 8)
27,792. 5~,__
-0-
1111
112)
113)
1141
27,792. 5~___
618,579.0~_,
:0-
-~+~
618,579.0_8
___ 37 ,JJj~.1_,"d
(151_ 618,579,.08
____x ,06 ..
116) ____,___,__x ,15..
z
o
S
:>
~
8
><
;'!
(17)
37,114.74
Interesl
-0-
Tili, i.'he OVERPAYMENT,
(18)
(IQI
+
1 q. If line 18 is greater thon line 17, Anler the difference on line 1 Q.
m~
20, Illino 17 is greater thon line 18, enlor rho djfferonce on line 20,
A. tnter Ihe interesl on Ihe balanco due on line 20A.
Choclc here if you are foquo.ting a rofund of you, oV6rpnymbnt.
___}.7_,..!l4 . 74
Ini. i. Ihe TAX DUE,
120)
(20AI
(20BI
37,114.-/4
e. Enter the 10101 of lilHl 20 ond 20A on line 20B, This is the BALANCE DUE,
~___~_. _____~_~_~,~_~~.!~k Pay~~_l. tOl ReJ'_I~~.r of WIlls,__ Ag~nt
---------.~---~... .BiiuRETo--AN"SWER-AL"LQUEST'IONS .ON'REVERS-E-'SIDE AND TO.RECHICK MATH". --
Li~de( pona,,-;;;-;;Tp;;l~';y:ld~~~erh~;;j--h~~~ e~-;;;~.~'r'hj~'~;~f+~': .i-~(I~~jing--q.(;'omp~;ryi~g.~~~j~(~'s. ond -;1~-;';~~: and 10 Ihe besl of my knowledge ond~b~'ii~~L
il is lrlle, correcl Clnd complete. t declare If Wi 011 fool O~!Clto hC1$ beon roportlld 01 lrue mnr~ot ..alue. Decloralion of proparer other !hon !he pOr1onol represen!otivIJ i;
baled on all infofmo!ion 01 which prepnrar hm ony kflowledge
',";~j':E'6C;ER'5N "'"0")"//" II,N" i"'JR" ~)~~~:,\ ~,; 1)"2) Ii rid.jU dd . .u'''' 6Aie'" ..' .
"~~~Q"\Y~f~~:\~' /:tr,!f~t.\ri ~,}f'~t5~NT';'-TIVf }.tff,'~,K 1.,'1 Vt,'fl. 1'.\ 17376 0:1/71:7
,!. ,," { 2.19 I'in" SLre,el' I Ie!
/, '.', ,'" ,t.u , >ldrrhbur,I,I'\17101 'J,,2't'.
{. /-
SMITH BARNEY INC.
PAGE 1
-
ACCOUNT POSITIONS
AS 01" 04/16/97
'1>. W STONE
) BFlRllARA STINE
I SHEEP BRIDGE ROAD
,1( HAVEN PA 17370-9537
ACCOUNT: 724-18827-1-6-792
FCI JEFFREY Fl. HOPP
QUAR'n'l:Y SYM/CUU' SECUKtTY DESCk%,TIQN ,IUCE MARKI': VALUe
16,015 !BCX se MONEY rUNDS CASH PORT CL 11 ,1.000 $16,015.43
10,192 ANl\OX ALLIANOE NORTH ~ERN OOVT CLA 7.750 '78,990.54
I NOOM~ "R I NO
49,060 29470138B006 UTS EQUITY INCOME FUND # 2 M 1.141 $$6,977.46
CONCEPT SIR REAL ESTATE INVT
2,456 FRRSX FRANKLIN REAL EITATE SEO TR a.2~O S37,S63.7!
R/E SEO Fll CL It
1,803 OHIAX OT INV1 FDS INC OLOSl\t. HIOH 15.170 $27,362.91
INCOME FD CL A
4,782 MrIOX MFS STRATEGIC INCOME FUND 8.090 '38,693.73
',737 61744KS76000 MORGAN STANLEY WORLDWIDE HIOR 13.170 8101,900.38
INCOME FO ct A
4,000 'VALUIl 5S FUNDAMENTAL VALUE aL D 9.620 $38,482.91
EST FREE 5 A/O 04/16 $3,4112
EST CDSC MAX CHA~GE U,7S0
32 #NATRA sa NATURAL RESOUCES CL II 20.800 $685.42
2,301 #NA1'RA SMITH BARNEY NATURAL RESOURCES 20.BOO $47,877.23
FO CL A
2,039 'OPTIlB sa PREMIUM TOT RIT aL S 19.650 $40,082.56
EST FREE $ A/a 04/16 $S,082
EST coso MAX OHARGE SX,7!O
11,834 IOSIP8 SMITH BARNEY OIVERS!FIED 7.9S0 $92,900.81
ST~TEOIC INCOM~ FUND OL 8
.. MORE ..
-
SMITH HARNEY INC.
PAGE 2
ACCOUNT POSITIONS
AS OF 04/16/97
:A W STONE
, BARBARA STINE
i SHEEil aar DGE ROAD
.K HAVEN PA 17370-9537
ACCOUNT: 724-18827-1-1-792
FC: JEFFREY A. HOPP
QUAM'UTY SYM/C:USI P SECURITY DlllliCRIP'l'ION PRICI MARKS'.!: VA:LUE
2,423 BB02n20~OOO TEMPI.E~'ON REAL SSTATE SEe FO 14. ~70 $35,559.58
cJ. II
2,9!! 9209~2603007 utS VAN KAMPEN AMERN CAP EQ 10.620 $31,382.10
OPPORTUNIT~ TR41 OLOBAL ENEROY
5,000 717saxwooIo PHILAOELPHIA PA HOSPS AU HaSP
DROSS REV-METROPOLITAN HOSP-
OTD 6(1(B1-IN DEFAUJ.T-INTCH
13, 75 07/01(2009
TOTAL ACCOUNT VALUE
,..........===t2:I.
643,474~82
','
:'ALU@00E9 NOT INCLUDE UNPRlceo seCURITIES,
9IN'ORMATION IS BEING PHOVloeo AT YOUR REQUUT AND DOES NOT R!pl.AceOR 9up!MeOE YOUR SMITH BARNSYINO, OUSTOM!R
\TIiMENT. THIS IN~ORMATION IS BASED UPON THE MARKET VA~U! OPYOUR ACOOUNT AS OF TH! CLOS~ OF BUSIN!SS AND IS SUBJEOT
DAILY MARKET FLUCTUATION,
.
.e....ls09u.llJ..1 l 1
-I!;~ SCHEDULE F
__~OM~:tm:~~~f:~~:!~1m:~'NI~_, _~OINT~Y~O_~,N~O, PR~~;~R~~.,_ _.____ .___.___.'
F.STATE OF Fill NUMBER
STONE, ANNA W. 2197-0451
---------_._..,--_.._.__._.-~..- .... ..--~_._.~~-_.._._- ---.-,---..--
Joint tlnontl.)'
NAME
A. Barbara Stine
ADDRI.SS
470 Sheep Bridge Road
York Haven, PA 17370
RILATioNi'Hiii To"oicl!lENT _ "'
Daughter
B,
C.
Jolntly.ownod proplrty,
ITEM LETTER DATE
FOR
NUMBE JOINT MADE DESCRIPTION .OF PROPERTY
TENANT JOINT
1. A 1991 PNC CheCking Acct.
#8697682
TOTAL VALUE DICD'S DOLLAR VALUE OF
OP ASSET % INT. DICIIIINT'S INTERIS!
1,753.59
0%
876.80
TOTAL (All" enler on line 6. Recopltulotlonj
$
876.80
(II more space is needed insert arJdil;onal she~h of some size)
'1l.IM"I!h (I.Ul
B'fAYf OF
ITEM
NUMBER
A.
-!,Jij.
COMMONW&ALTH m P(NNSYlVANIA
INHUITANI.;! TAl( UTURN
...RESIDENT DeCEoeNT
SCHEDUU H
FUNERAL EXI'ENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~I.a.. P,lnl a, Typ.
STONE, ANNA W.
2197-0451
DESCRIPTION
AMOUNT
1.
Funeral Exp.n"'1
Neill ~uneral Home
290.00
8. Admlnlll,allv. Co.1I1
1. ' Personal Representative Commission.
Social Security Number of Porsanal Representatlvo:
Vear Commllllon. paid
City
4, Probate Pe..
C. MlleeUan.oul Exp.n.ell
1, Messiah Village
2, Emerald Drug
3.
4,
5.
6.
7,
8,
2,
Attorney Foo.
45,000.00
3,
Family Exomptlan
Claimant
Add..1I of Claimant at docodont/. death
Str..t Add..ss
Relatlon.hlp
Stat. Zip Cod.
~50 .50
1,940,.51
11.55
TOTAL (AI.o ontor on IIno 9, Recapitulation)
(If more .paee I. n..d.d, In.." oddlllonal sh..ts 01 sam. .Iz..)
$ 27,792.56
10-21-97
STONE
04-16-97
21 97-0451
CUMBERLAND
101
E=-=A.OUn( R.';I_~==::J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv: i54-j. iie" "AFi; - i 03':97"1 - Mo'fi C E - o"F" i "NHiRii' ANc E - TAX - AP'PRii"i s iilEiW; -j. L.l oWAiic E - "(fri'.. --- - -. -.......-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMF.NT OF TAX
ANNA W FILE NO. 21 97-0451 ACN 101
APPROVED DEDUCTIONS AND eXEMPTIONS:
27.792,56
9. Funeral Expan.../Adll. COlts/Mhc, Expan... (Sch.dule H) (9)
10. Debt./Modgeg. li.biliti.s/liens (Sch.dul. I) (10)_ .00
11 . 1'ot.l Deduction. (11)
12. N.t Value of Tlx R.turn (12)
15. Charih.bh/Gov.rOlllnhl 8equuh (Sch.dull J) (15)
14. Nat V.IUII of hht. Subjact to rax (14)
NOTE: If an .sseslment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figure. that include the total of ill returns assessed to date.
ASSESSMENT OF TAX:
IS. AltOunt of L. In. 14 at Spou..l
H" Allount of Lina 14 taxable at
17. Allount of L In. 14 taxable .t
11. Principal Tax Dul
TAX CREDITS:
PAYMENT
DATE
07-10-97
/5~/f/- h
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAMES
IHtfERIUHCE TAIl UIIJISION
DEPT, 280601
HARRISBURO, PA 111ZI-06Dl
NOTICE OF INHERITANCE TAM
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
STEPHEN C NUDEL ESQ
219 PINE ST
HBll
DATE
!STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17101
ESTATE OF STONE
TAM RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUI:: OF RE'rURN BASED ON: ORIGINAL RETURN
1. ~..1 Eat.i. (Schedull A)
2. Stocke and Bond. (Schedule 8)
3. Clo.oly H.ld stock/Partnership Inhrlllt (Schedule C)
4. Hort".g.,/Not.. RlulYebla (Schedull D)
S. Cuh/Bank Oapalih/Hhc. Partlo".l Property CSoQhaduh E)
6. Jointly Owned PI"OpI,.b (Seh.duh f)
7. Tranlfllr. CSchuduh OJ
8, Total A...ts
( ) CHANGED
(1)
(2)_
(3)
(4)
(S)
(6)
(71
,00
643.474,82
,00
,00
2.020,02
876,80
.00
(8)
rat.
lineal/CI... A rat.
Coll.t.,.a1/CI... 8 r.t.
.OOM'OO=
618,579 . 08 M . 06.
,00M.15=
UI)
USI
U6)
1l7l
RECEIPT
N\Jt1BER
AA211521
DISCDUNT (.)
INTEREST/PEN PAID C-)
1,855.74
AMOUNT PAID
35,259,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. ~F PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION DF ADDITIONAL INTEREST,
( 4._
.
IIY.Lit! u." IIl.HI
ANNA
W
DATE
10-21-97
NOTEI To Jnlurl p"op~r
crldlt to your 8ccount,
lubMlt th. upper portion
of thla fO~M with your
tlW Ply...nt.
646,371. 64
?7 .792 56
618,579.08
.00
618,579.08
.00
37 ,11~
,00
37,114,74
37,114.74
,00
,00
.00
IF TOTAL DUE IS LESS TNAN '1, NO PAYMENT IS REqUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDI1" CCRl, YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.'
,J
ej
RESEA.YAT10foll htat.. of dlcedlnts d~ln' on or ~for. OIClIIMb't 12, 191Z -- If lmy future tnt.rut in tI'M ..ta~e 1s \r.nlf,rr'd
In po....l1on or enJoy.."t to elfl" I (oolht'tal) blneUolari.. of lM dlcedent Ift,r thl Il(plraUon of any ..t.t. for
11f, or for y..rt, thl CollltOnwlIllth "etebY ,)Cpr. Illy ru.rv.. th, rJght to 6IJlprrd.. and SUflU tten.f,r IntMdtllhClI TIK"
at thl lawful Cla" D (collet't,l) rat. on any .uch future Inter..t.
PURPOSE Of'
NOTIcE I
To fulflll the r.tjulr...ntt of Section 2140 of thl! Inh.rJtIlMfI and Estat. fa)! liCIt, Act .U of 19'5. (72 P.S.
S.ctlon 9140),
PAVHENTI
n'~flch thl top portion of thl. Notice and sub_lit with your paYII.nt to the R_githr of Will, flrlntod 0f'I tl1a rever.. ,leM,
MM"ak, CMck or onlY ord.r payable tOI REGISTER OF HILLS, AGENT
REfUND (eR) I
A rlfund (If . till( cr.dlt, which wu not requI,ted on the TfI)( R.turn, IIIllY ba raf.tu....d by Go.phUng IHl "AppllcwUon
for Refund of Pltl'Wllylvanla Inh.rltance !!rId fIltfth TalC" (REV-IlllL Apflllc:eUon. ar. IIvl'thbla et th. Offlu
of the Raght.r of Will., arw of the Z1 Rllvenult Dhtrlct OfBc.., or by oal11nu the .pechl 24-hnur
anlwlrino ,.rvl<:1 IllJl'llbllf'" for forllfl ordlrlngl In Penn.ylvanla 1.80[)-362-Z0S0, out.lde Penn.ylvania IInd
within local Hllrrlsburgllru (717) 787-8094, TDD. (117) 712~ZZSZ (Haarlng h1Ptldrtd OnlY).
OI.A::CTlOHSI Any ~.rty In Inbr.'t not 'lIIthflad with th" r1pprlllhu...nt, alloJUlM8 or dluUowllnco of d~duot1onl, or fI'Ul\lIlMnt
(If tax (Including dhcount or jnt.r..tl AI shown on this Notlca eu.t object within Ilxty (60) dllYI of rllcolpt of
this NoUu bYI
--wrltt.n prot..t to tha PA Dllpart..nt "f P:IIVtrIUII, Boud of App.als, n.p\. 2S10ll, ~tllrrhburD, PA 1'/1(4-1021, OR
...lactlfJn to ha"'lI th. eftthr dllterlllnlld lit audit of ttl. allcount of tha pllrsonal rllpr...ntoUvlI, OR
--appa.1 to ttlv Orpluma' Court.
ADHJN
ISTRATlVE
CO!tRECTlON$1
Factual .rrOr. dl.cover.d on lhh IUlu.1l0nt Ihould b. IIddreuen In writing tUI PA Oep.srtllAnt of Rov.",..,
Bur.." of Indl\ddual TaKuJ ATTNI POllit Au..u.nt R8\11... UnJt, Oept. Z80601, tlarrl,burg, PA 1112a~D601
PhoM (711) 717-6505, S.. pae. S of th.. booklet "In.trucHons *01- Inh.ritanc. Ta>o: Return f(lr II R.dttent
DeoIldQnt" (REY-ISOl) for ftn IIKPlanatlon of ad.lnl,tratlvely ~orr.ctabl_ .rror..
DISCDUHT I
If IIflY tltlC "'.. It plldd within thr.. (3) c:ahndar lIonths aft.r the dllc.d.nt'" duth, a five perunt (S%) dhc:ount of
the tax p.,td It lII11owed.
PENAL TV,
The 1S~ tex ......ty non~parUolp8i: Ion p.nal tv h (;~putlld on that tutltl of the ta>o: and Int.ro.t as~...od, and not
paid before January 18, 19';6, the flrllt day i!lftllr the .nd of the tll)! "enllSty periOd. This non-partlclp.Uon
PIIM1ty h lIPP..labl. In the .alla .ann.r and In tha th. ..e. Uee p.rlod IUI yoU would app..l the tax and Intor..t
tlllt nlll. b..n .......d a. Indloated on thil notlcu.
INTEREST I
Int.r..t 11 r.htlr".d beu.\nnlrl" with first day of d.lInquency, (lr nln. (9) ItOnth. !ltld ane {II day frOll the dat. of
d"UI, tathe d"t. of pay..nt. TalC.1 which bellS.. delinquent b.fore January 1, 1982 bear Int.re.t at the rat. of
.IK (6:':l parcant p.r annuli c.lcuht.d at !I d!llh rflt. of .CDDI6it. All tax.. whlQh b.ca.. delinquent on lNld aftar
JtnUary 1, lCJb2 will bur Int.re.t at. rflh which will vary froll ClIl.Nh" Y.1I1" to clIl.ndol' Vlllr with that rat.
Innounud by thll PA O-.part..nt of Rev.null. 1h. appllcabhl lnt.r..t rat.. for 19ftZ thr'ough 1997 lIIral
Ym Int.rut R.te DIlly Inte.!..t factor Y!!! Int.r-.,.t Ratll !!!l!.L!!1 t. r.. t f&Ctor
1912 20X .000548 1'J37 'X ,OOOZit7
1981 16;( ,0004341 19'Hl-I"1 11;( ,000101
I9U 11;( .0003DI 1992 " ,00OZ~7
1915 11:< .00nS6 ~993-1994 1% .tJDt\192
1.86 10:< .0D027~ 1995-1991 '1 ,C00247
~-Int.r..t h cl1culat.d .. '0110""
INTEREST . B^LANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FAt1'OR
-~I.ny NoUee IIIUN IIft.r ttt. tax bltCOII.. dllllnqu.nt ..Ill reUect an Intlr..t caloulatlon ta Hfte.... (5) day,
btIyond the datil of thl> ........nt. If p.y..nt II ..d. eft.r thai Int.r..t Coaputllltlon det. ahotm on tM
NoUce, additional Int.r..t IN.t M celouhtect,