HomeMy WebLinkAbout97-00480
,i--"
:, ,ji
f:,.',~c
~&
.,~ .
fd
- rc ~-'
1;~~,- ~-_,
?? r,r
- .,
n,,:
.~
['-:1----,.
~
, ~ i ~ ~
. III ffi ~ ~
\...1
~ ~ 5 ~ ~
. a'~ ~ ~
Q
I i ell ~ ~
, ~ ~
:t
~
,'. . \ ~.
. '
.
;0''1_.
..
I
1
I
'!
I
!
I
I
I
I
I
I
I
i
I
I
I
i
!
..
I
I
I
I
,
U
~.
Z ~
~. s
~~~~~i
~~~Vl(l)~
~ ~~ U~
Sh,iIld.
~~d'l
~
~
~ ... .", ',--'\-" ,-, '" .
~,
~~
.. 0 ~
ffi~
~~ ~
~8 ~~
~~i:l8
:z; Ql J-o
PUl.--l
00
UUeJ<li
~II~
~~~,~
I)r'
I;"
,
,
I
1,\
Ii)
J
I
.-
.~
..,
,..
,-
.~
'"
"
"
-
41
"
-,
"
~
",
~.
,-
:::::
...
..,
..
"
-
,..
..,
~~
I
(,\l
I~l
N
N
1'1:,
1'1;1
I
rt;r
'1'
\\1
II" .
'" I
I
I
I
I
I
I;
I
I
~;..: '
VI
-';
.,
"
,I"
;1
, '\
1
-,
t ,;~..
~, ..' II
.. 1
',,':H' .
j; "~'\tr},
('- '\
, , ~,
;4>\' J.I
,
r
.
I
. -ft', I
",' '. ,,"i':' ,
, .f':')
'L ...._
, - ~.. If' .;
. \..' 1;'_," ,~ 1
' . I' ' . ':," ,
I ',~~,-f /'
\;16.
LJ~ l' ....
~: - 'I' ~
, i.4' . /"f,
. ,
"I _"l "
~" i
It,,';
'(... .
. ..
',:
"
,
,
J
(, ."
1 t, .
;:!'
\-f
f
-,!
..---' -~
----+-.---~.:_:~...~;Tl br - 7" ~'"..
ro.--.... ,I
/,.'
lH~.hOOlX. (IPnl
~ ,~" " INHERITANCE TAX RETURN
'e:~;~ RE:SIDENT DECEDENT
COMMD~~~I~~Wr~,'I\v~W1ANIA (TO BE FILED IN DUPLICATE 'I 'I" IHII
".RRI!MJ, ~:P'l'~lu .'., I_",,!TH.RE.GISTER OF WIL.LS'-_ COU~lY_~OD[_n _r[~.. NUM81R
51, "RST. MjD MIDDII IN"'I,"r---~.. '-"'-'-'.--.-l)rWjl'Nl'!.r~MmTnli~UB--~'~~"='=~"
~ KotZIIKJ)'<'1', Sr., Ilan)' II, II> COllllt 1')' 1:1,,11 l'lan', IV
8 =ArmulIT'i1'lUMm...'.-...--I.OAI..OHUlii "-'lo,manIRlII I;lill' Iii II, I'^ 1'/1111
l!: JH~HI!)-~(,S~ r,/~J/!I:' III//r,/.:II Olllll}(, I' I 1111<1
__~_ ___~_______.._____.______~_..._._._,____. ...._< ~_O.IJ~_ .....~,~...._,..,__
iJiJ 1. Original R.'urn U 2. Suppl.m.ntal R.'llrn l] 3. Remolnd.r R.lurn
(far dol.. of d.olh prior 10 12.13.e21
o 5, F.d.rol E.lol. Tax
Relurn R.qulr.d
IL B. Talal Numb.r of Saf. Oepo.11 aa...
~
~~S
52...
.....
~
~g
~~
U2
1. R.al Eliot. (Sch.dul. A) ( 11
2. Slack. and Band. (Schedul. 81 ( 21
3. C(a..ly H.ld SIar.k/Partn."hlp Inl.r..I (Sch.dul. C) (31
4. Martgag.. and Nate, R.c.lvobl. (Sch.dul. 01 ( 41
5, Ca.h, Bank Oepo.II' & MllCelloneou. P.raonal Prop.rty( 5)
(Scnodul. EI
6. Jolnlly Owned Property (Schedul. FI ( 6)
7. Trand." (Schedule G) (Schedule LI ( 7)
B. Talal Gro.. A..e" (10101 line. 1.71
9. Funer(J1 bp.",.., Administrative CO'h, Miscellaneous ( 9)
Exper,.e. (Sch.dule H)
10. O.b", Mortgage Ltabllille., Lt." (Schedule II (10)
11. Ta'al O.ductla" (Iatalllne. 9 & 101
12. N., Valu. of E.loto (IIn. B mlnu.llne 11)
13. Char:'abl. and Gov.rnm.ntol 8oqu.." (Sch.dule JI
14. N.I Volu. Subj.ct'o Tax (IIn. 12 mlnu. lin. 13)
15. Amount of IIn. 14 laxabl. 01 6% rate
(Includ. valu.. from Sch.dule K or Sch.dul. M.I
16. Amounl of IIn. 14 loxobl. at 15% rote
(Includ. vah,.. from Sch.dule K or Schedule M.I
17. Prlndpal tax duo (Add la, from IIn. 15 und from IIn. 16.)
1 B, Credih Spousal Poverty Credh Prior Parman" Ditc;oonl Inleresl
----~---__.. + ~(I.T,(.JIII L:iI\L~21Jn. __~_
19. If lin. 10" gr.ol.r than lin. 17, .nl.r Ih. difference an line 19. Th"" Ih. OVERPAYMENT,
DXi
20 If Ulle 17 It gre"lflr than line 18, entor the dlfferen<:o on line 20. Thh litho TAX DUE.
^' Enter the Inlere'l on the balonce due on line 20A.
/ (\ - ~
(] 4, limited Ellal.
[J 40.
,
.'_."
fOR OATIS Of DEATH A"IR 12/~1191 CIlECK HERI
If A SPOUSAL _.
POVERTY C~EDn IS..CLAiMED Ll
PIll NUMBER ' n ..-- ~..-....
I'^
17jllH
:Q 6. Oeced.nl Ol.d To,'al.
IAltach copy of WI!I)
~l~'O RESPONDENCE AND' _
[J 7
HII, fl'lS. '\'
7 .Ilh!), H2_
U,ISII.l(l
( 81
88,305, 1~
Ril'hanl
S. J'l'iudnulII, Esqlli]'(.
\0llD.5(1
117 , ~!)''I. 2H
(11)
(12)
(13)
(141
17 ,0(13, 7Z
71,,24] .~2
-11-
7l,2~ 1.112
2 ,R4~). (l(i~
(!1RONflWMilR
( 717_.J-_ 2 3~- ~()llll
z
o
~
E
~
DO
(15)
z
o
1=
g
...
~
o
u
g
(16)
K ,06..
:3,7t17.1~
K,15.. ~.2(J2~___
(17)
'h,'ll]'?:'.
(1BI .---.2~~5ll
(191 ___..__~S. 77 .___.__._._
Check horo if au oro roque.ltlng 0 relund 'Of your ovorpovmont.
1201
(20A)
(208)
B. Enl.r tho 10101 olllno 70 and 20A an lin. 208. Thl. " Ih. BALANCE DUE,
'.. __. M".k.'C:h..c"Patub~'_.!"'Il.~~It-,.,.of .WJlI!.-_"-~.nt____..,_..
.----,---. ... liiis.URETO AN.SYlER -AiiaUESTIC5NSON REVERSE SIDE AND TO RECHECKMATHi'tB." "iV'i. i,i.;," '. iii' .
Und&rr~~hllu of p.rjury, I dodor. lhol I hovtJ'~)(amil1.d thit relurl'i, including accompanying Ich.,.dule_ and lIalemflnh, and 10 the bill of my knowledge and b.li.f,
Ill, Illlft, (arred and comfllll'~, I d.clare lhol 011 reol Clilate hOI boen fClporlClcf ollrufI morkBI valuo. DedClrallon of prepare' olh.r than the perlonal repr.,.nlaH..., II
bmed on olllnformallon of whkh proporot hat any knowledgll.
1!!/-'Of ~Sb~~~,:'~f~~b'.~~"'G1f\'f~N"--~I,:~"RI'~~ Ila~~~":\ :l~~~. ~~ -::, ~;~~~"I.;-~-;' /\ I!() II ~- '). '?~~--
fl u;;Zr~1f~!ri;l,~bj!~I~I"VE -AD-OmS." .-.-,-- - .. ----.--.-.-,-,-~---- ~-----.
, . \',1), HlIX '1~.I, 11.11'11',11111'1',1'/\ 1:11If: :>(e/C'f.)
-th-dttlt~L ,-hYPt~lIl1lll, ..j,....p' - - -- -.-... -. -.- ~--- -".. .__~.-._._____ J...":(;..J-1.__L1.I_-.._.-___
UV.ISII f~t ('."I
, ,SCHUll"'!'!>' H j
~b I ~lJNe!Ml EXPEN5eSr
C~~~I!:1~~~!:Mf~1mmAt'" 1 ~l~~~~t~~J6~s~E~~T:~,1~s~ _ _ _. _ PI.a.. Prln! or Type
ESTATE OF lIun')' D. KotZ,IIIO}'UI', Sr. ___~_~~~~:='~~-~=~_~r~ENUMBEft 2H17-4811
ITEM
NUMBER
OESCRlM'ION
A. Pun.rcllEKp.n'.'1
B.
4,
C,
1.
2.
3.
4.
S,
6,
7.
8,
1.
Musso]mWl FlUloral HalllJ
1.
Admlnlt/,aliv. C~.h; Executor's roo
P.nonol Repr~l~nl~lI"~ Cn"l1mb,lan, Harry D, Kotzmoyer.. Jr.
Social Security Number of Per.anal Reprelentatlve, .J 81 7.8
Vear Commlulanl paid 1997.
51]1
2.
FrieJrnWl fl Fr.lolbnwl, P. C.
Attorney Fee.
3,
Family Exempllon
Claimant
Addre.. of Clnlm,,"t "I d"CO~Mt" ~ealh
Street ,A.~C!'~" _
City
Sla!' _~ ~Ip Code
~.IQlIo"hlo
i
Probate ~e.1
MI...lIaMouI e><r"n'UI
Cumberland Law Jaumal (estate adwrt:i.sing)
'nl() Senti ne] (estato !Illvortislng)
'Iho Patri at-News Co. (advortJs,iJig of enr Lmd sl\owblolVor)
Johnson, Du frie, Stowart I, We I dner (scrvl cos regarding ostat )
IVi lliam OlOnolVuth, Auctioneer
Ctmdxl)'land Co, Huglstor of IVLlls (foo for ri ling InhorltwlCo
tax rot urn)
'1homas R. Pinos (I'umoval of snolihl()\~ol', bed 1,lih(101bnrn~'')
Ilany Kotzmoyer, Jr, (postag!.', I'l'lllovnl fuo Ii gns)
TOTAL (AIIO enler on line 9, Recapitulation)
(If more Ipa.. I. needed, Inl.ri oddltlonal.~.... of .am. II.e.1
AMOUNT
5,040.70
4,000,00
3,350,00
232,00
60.00
51. 12
27.00
]50,00
200,00
15,00
](). DO
18.34
$ 13, I ~;,I. I ()
.._-~-'. .-.'._- _.___u._ ..-._. _ .._ H"~'._ ~ - --._---------
A U ~l OEflMHMlNT OF HOW;IN(; Ilncl UHlIAN ()(VEL.Of'MUH OMB I~o, 2G02.0;!I,i!j
SEHLEII<1LNT STA lEMENT TlflJl'flO
.------,- Luotp!llll
SECURED LAND
TRANSFERS, INC. -. __..u
B. TYPE OF LOAN
3800 Market Streot I.llrHA 2.1 I rMHA 3.~ I CONV UNItI"
Camp Hili, PA 17011 4, II VA 6.1 I CONV, INS,
Q. FILE NUMBeR: I /, LOAN NUM8€R:
Phone: 761.7'144 106608 9909284
----...--
Q. MORT. INS. CASe NO:
- ._~
C, NOTe. This lorm 1.lu,"IShod 10 [jlv. you 0 .Iolo,"onl of OClU31901ll0monl com. Amounl. paid 10 and by Iho .olllomonl ogonlllro ,hown 110"" "'mhud
'(po,c )' woro paid oUI.lrJa Iho closlno: 1t1l.y aro .hown 110ra lor Inlormallonal purpo,o. and ara nOllncludod 1111110 lolala . ~..__._
D. NAME AND AODRESS OF BORnOWER, E NAMe AND AODflEBS OF SELLER: F. NAME AND ADDflES~ OF LENDEH:
Dennis L. Helm Harry D, t<otzmoyer I Jr, PHH Mortgage Services
Executor of the Estate of Corporation
Harr.y D, Kotzmoyer, 6000 Atrium Way
Mt. Laurel NJ 08054
- -.-""-.-
G. PROPERTY LOCATION H SETTLeMENT AGENT: I. ~EmEMENT OA IE
Lot 99 Countr.y Club Park
16 Country Club Place W Secured Land Tr.anoferf.l. 1nc, 06/23/97
East Pennsboro Township PLACE OF SETTLEMeNT:
CUMBERLAND County 3800 Market St, Camp Hill PA 17011
J, SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF BELLER'o TRANSAOTION:
~~OSS AMOUNT CUE FROM ~ORROWER .OO.GROSB AMOUNT DUE TO SELLER
101. Contract saJos prico 88 O(}O ;-00 ~o1.ConlracI8alas prlco 880lHi-:-oO'
102, Personal properly '.'.Personal proporly ---
103, Sotiiamenl charges 10 borrower (line 1400) ~r94 ,-'49 ._-.---.
<03
.
'0< <0.
.-
'0' '0'
Adjuslments for Ilemr. paid by seller In advance AcJjllslments lor llems paid by 801l0r In adV'an~o - --
10ft, CilyfTown laIC 10 408_Clty/Town tax 10
107, County laIC 0blTI79710 12 /31/9' 149,08 407,Counly la,ll 06/23/971012/31/9 149.08
101, A..oumllnll '0 408.A"8umenll 10 20.0T-j
109. School 06/23/971006/3079-7 20.01 <tOQ. Sohool 06/23/971006/30/9'
IIO-Ref/Sew:$87. 75/t'I end 6/; 6,73 <loRer;sew:S87,75~nd 6/ 0 .. "'(),7 31
III "II. '~-j
112, m
-
120 DROSS AMOUNT DUE FROM aORROWER 90370,11 <20 GROSS AMOUNT DUE TO SELLER 88175.8:! I
=i
'00 AMOUNTS PAID av OR IN aEHALP OF BORROWER '00. REDUOTIONS IN AMOUNT DUE TO SELLER
:lOI. Deposit or earnett money 2500,00 50LExceas deposll (S08 Instrllcllons)
202. Principal amount 01 now 1080(s) 50000,00 'o..Selllomonl charge. 10 .ollor (line 1400) 734D.50-
'03. E'isting loan(s) loken sublocllO 603.Exlating loan(a) taken allblocllo
.0< , 6O..POYO!l 01 First Morlgago Loan
NONE
206. 60..Payo!l 01 Socond Morlgago Loan
208. liDO.
201. 607.
208. 608,
2011. 60Q.
Adiu.lmanla lot Iloms unpaid by sallar AdJu.tmant. lor lIam. unpaid by sailor
'10. Clly!Town la, 10 61o.Clly!Town lax 10
21 L County lax 10 61 I.Counly laIC 10
212. A,ao'amenls 10 612,Alloumo'1t. 10 ---
~:. f)ohool 10 ~13, Sohool 10
2\'. 61<
215. 615.
216. 616.
217, 617.
218. 1118.
2111, 5111,
220, TOTAL PAID BY/FOR nORROWER 52500,00 020. TOTAL REDUCTION AMOUNT DUE SELLER 7340.50
300. OASH AT SETTLEMENT FROM OR TO BORROWER oooOASH AT SETTLEMENT TO OR PROM SELLER
"I. Gross amounl duo Irom borrowor (1lna 120) 90370,11 00 I. 0 rass omounl duo 10 oellor (IIno 420) 88175.82
30. L6Sa umounl pulrJ by/lor bcrrower (line 220) 52500.00 002 Lass raducllon omol/nl due .ollor (IIno 620) - 7340, 50
.
lm CASH (O(] FROM) ([ ] TO) BORROWER 37870.11 ,o3,CASH (DO TO) ([ ] FROM) SELLER 80835.32
--
BUYOf 01 UOftO'NO(~ SlglllllUllJ
Snlll,l('1 filgotlhlro
HUD.I Rov. 6/66
,'~, ULI'AlllhIU~1 UI.IIUUSIHU ANLJ UHUAN UlVloLUf'Ml'NI
SETTLEMEN r STATEMENT
uMB No j!!JU?' ,()~!t"!J
f' 11<;10 ~J
PAID ~ROM -PAIDfilol,f'---.\
BORROWeR'S SELLER'a
FUNDS AT rUNDS AT
SETTLEMENT S.TTLP.MENT
~~~C:~I
1109.
1110,
111\
11112.
1113,
1200 GOVERNMENT RECORDING AND TRANSFER cHARGES
1201. ReeD/ding lees Dead$ 23,50 Morlgage$ 27.50
1202. Cily/counly lax/slamps: Dead $ B B 0 , 00 Mortgage $
1203. Slala lax/slamps: Daad $ B B 0 , 00 Mortgage $
1204.
\205.
1300 ADDITIONAL SETTLEMENT CHARGES
130 I Survay 10
'1302 PosllnspaGlion 10
1303
'1304.
1'305~_
[i4OOTOTA!:. SETTt.Il:MENT CHARGES (anlor on ljnos 103 and 602, $ocllons J and K)
101.
702
103
104
800 ITEMiiPjiYAiiLf.IN COljfIEoTiONWiTii'LOAN
801 l.f.lun ~?rIVlf1illiOrl rell -~~-~~--o;--
6('12. LOllfl Olllcmml %.....
oo3A~lIlalll FllO 10
a04, Cfo<1I1 noport to
~[onda(8 Ins pee lion Foo
606MofIVB\lO lrmmmoo Apflllcu\ion Foe to
eU7 AS!llJmpliofl FfJO
'fo~ Doc, Pt'ep, Real Estate Mtg Resources
~9 Underwrite Real Estate Mtg Resources
610 Mail Fee Real Estate ~ltg Resources
B11'fiii('SeI:v:----. - PHH Mortgaoe Services
900 ITEMS REOllIRED BY lENDER TO BE PAID IN ADVANOE
001. Inlarosllrolll 06723]971006QO/97 @$
f-=.~._--<-
902. MOIlgago Insurance PrOlJliwn lor mo. to
903 Haza"llnsu'ancaPramll,mlor 1yrs 10 Erie- Ins. ($lB5 POC)
904 Flood Cert yrs 10 PHH Mortqaqe Services
905 Mtq, Fee PHH to R~R (S5B7,50POC)
1000. RESERVES DEPOSITED WITH LENDER FOR
1001 Hazard Insurance mo. @ $
F~
1002 Morlgago InsurElnco mo. @ $
1003. CilylTown lax mo. @ $
1004. Counly lax mo. @$
~~5, ,^sS9ssmonts fno. @ $
1005. mo. @$
1001 _' mo.@$
1006. mo, @$
1100. TITLE OHARGES
1101. Settlement or closing lee to
1\02. Abstract or 11110 search to
1103. Tille examination to
1104. Tille Insurance binder to
1105. Document prepcHallon to
1105. Nolary I.as 10
1107, Allorney's leos to
(Includes above ilams No.)
f--
110a, Title Insurance 10
(includes abovallams No:)
Lender's coverage.$
Owner's coverage $
D1Sb. Fee
L. SETTLEMENT OHARGES 106608
~. TOT AI. SALHS/HROKER'S COMMISSION ~...d on price' ---'TI'ii 0 0 0 , 00, 7, ~__
- DiviSion 01 COIl1,;,laslon (IIn" 700) ns lollows To t ill : $ 6 , 160 , 00
$ 616000 _...!? - Jack Gaughen Realtor
$ 10
Comml'lIlofl paid 8t Salllornent
.----.-...1
i
,
-REMR
REMR
(~250
(' 50,
POC)
POC)
____.__ ,__ __ 1
__....__.__. .1
..--.--....---1
____.J
11 , 13/day
125,00
125,00
25,00
50,00
,
89,04
---,'--1
I
_.',-._--1
i
----- -1
-......--"'
I
_..__m ~
..-.~---.I
.----1
22.50
Inia,
Ilno.
Imo.
Imo.
Imo.
Imo,
Imo.
Imo.
'. .
.
.'. .
.'
", .
,
--
Secured
Ends. 100/300/B.1
50,000
BB,OOO
Land Transfers
--::l~:::-
-
35.00
Secured Land Transfers
Cash
Secured Land Transfers
Misc. $
51.00
B80.00
--
BBO,O-O
- Bowers Pest Control
1B5.50
2194.29
7340,50
PI/hilt IIgfU Ihllt 1\0 "'blllly I' I..um.d by SlllIanlufll ^uunl IIH 1/111 ,lHlurlcy 01 (nlurmlUull llll!ll,f1li1d by oUlln, u ,hlJWIl olllhllltUO-1 S.lIlllnlllfll Sllilufh"nl. S..I1I..munl '\11"111 hllH/b'l O-p'Qll1r
ruslllVot 1/1' fight 10 dllPOlil,llY' Itllo\Jllla oolll/ollld lor rlistwflomorll In .n lnlof8l1 uUIIIlg 1000llfll In II Fedllrillly Inll/lod IIIIWullon ,nd 10 clodn Iny Inllloll 10 BI/IlEld 10 III own ICOOUIlI ll'l<!rlillonll
cOnlpllfluliolllor III IlHV1CI/,In HllllrlllUGIIQIl
HUD OERTIFIOATION OF BUYERS AND SELLERS
I ho,vo calolully rovlOwoellho HUD.l StlllIomont Slatomonl and 10 tho Utl9t or my knowladga and bollot, It Is a Huo and accuralo slnlomenl or all rocolpls onel cllsbursornunts
IMido on my accounl by mo In 11119 llansaclion, Ilunhor cor Illy lhat I have rooelvod a copy olltla HUO. 1 Solllornont Slalomont.
l) & . -' r, ;rff' J...
Uuy%rIlOrrOWlt"ISlol/fdIIUf,
lIvy''''^lj(jfOU& PlIllflll
~ /J. 1.-t~hI~)' (r;:f>Ie'U~
Sulllll'ISIUIIIlI{,O ~( ,
9ullll/'l Now Addlun 6. f'lIollO
CCIHlllo Illll;ourll uf llli!! IIIUIIIII:II<lI1. I till I Clluuul lH \,,111 CIVIII 11111 1"/ld,lo tlo dl,lllllllld In llCCllfdllfll;O willI 1111' Ilal'llllllnl
Z.t?I'Q11
/Jul
I' nr 1!"I/l,I~ "III
Hun. \ llo~ !,lllIi
FRIEDMAN & FRUmMAN, P.C,
AI"l'OllNltYliI A'l' LA"'"
000 N, RICCON\) RT,
FlI"l'H }lJ.()OU
p.o, nox \Jfl4
lIAIlRl!!lntIllO, PISNNHY1,VAN1A 1'/100
(117) iJtHI.II()(I(}
Tf:t,i~{\OI'llr.U 'NO. (711) Ullll-nOHo
RtelltANn $, FR1RP).IAN
JOliN F,Rl~(J
February 5, 199B
cumberland county Register of Wills
cumberland county court House
1 courthouse square
carlisle, PA 17013-3387
In reI Estate of Harry D. Kotzmoyer, sr.
No. 21 9'7-1\80
Dear sir or madam:
Enclosed herewith please find an original and three (3)
oopies the Inheritance Tax Return on the above-referenced estate.
I have enolosed a check in the amount of $15.00 to cover the cost
of filing.
Aft.er filing, please return two (2) ,of the copies in
the enclosed envelope.
Thank you.
Rioha
. Friedman
RSF/bPldorresaf,oUmbregi.l~r
Enclosures
eel Har~y D. Kotzmoyer, Jr.
Charles E. Shields, III, Esq~ire
-'> (~,
/t/ ):i3t:.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C:'..--'
BUREAU Of INDIVIDUAL TAMEI
IHtIRIlANU- !All IIIIJIJION
l)f:Pl, ,.060 I
IIAARI SltlttO, I'A 11111'0601
NOTICE Df INHER'TAHtE TAM
APPRAISEHENT. AI.l.DWAHCE OR DISALLOWAH/:E
OF DEDUCTIDNS AND ARSESSHENT Df TAM
*
tI~'IW um (,..tll
04-20-98
KOTlMOVER
05-09-97
21 97-0480
CUMBERLAND
101
l~--=:1~:~_~MI_~~-1
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR R!CORDS ~
REV: iS4"'f "Elf-APi;"r 0'9"-"9'; rNoYi Of" "aF - YNHEiiii ANtE "YAx - "A-PPRA"i S E ilENT"; -AiXawAifcE - iili- -" -.. --".. - - - - - --
JlSALLOWANC! OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRV D FILE NO. 21 97-0480 ACN 101
RICHARD S FRIEDMAN ESQ
PO BOX 984
HARRISBURG
DATE
ESTATE OF
DATE OF DIATH
FILE NUMBER
COUNTY
ACN
HARRY
D
PA 17108
ESTATE OF KOTlMOVER
DATE
04-20-98
TAX RETURN WAS I (X) ACCEPTED AS fiLED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
) CHANGED
1. R..I ~at.t. (Schedul. A) III 80.835,32 NOTE: To inlur. prop.r
2. stock. W\d Bond. <Schadule 8) (21 ,00 credit to your acoount,
S, Clolely ...1<<1 stock/P.rtnership Int.reat (Soh_dulo C) UI ,00 lub..it the upp.r' portion
4. Mortg.gal/Not.. Reoeivoble (Sch.dul. D) (41 ,00 of this forft with your
S. C..h/Dank Oapof,it./Hlac. Per.onal Property (Soh_dul_ E 1 (S) 7,469.82 bx p.y..."t.
6. JointlY Own.d Prop5rty (Schedule f) (61__ ,00
7. Tran,far. (Sch.dub G) (7) .00
e. Tot.l A...h (SI 88,305.1(,
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funeral Expan.../Adft, Ca.t5/Hl.o. f:xpen.e, (Sohedule Hl
10. D.btM/Hortaage ll.blllti../ll.n. (Sch.dule Il
11. Totl1 Deduct!onll
12. Net V.lue of rax R.turn
13. Ch.rltabl./GoY5rn~ntal Deque.t.) Non-eleot.d 9113 Tru.t.
14. N.t V.lu. of E.t.t. Subj.ct to Tax
(9)
!lOI
13,15(,,16
3.909,56
1Il1
1121
(13)
(14)
17.0B Z2....
11.241. 42
,00
71.241. 42
(Soh_dull J)
If an allalsment wel issued p~BYious1y, lines 14, 15 and/or 16, 17 and 18 will
reflect figul'el that include the total of ill returns auenld to date,
ASSESSMENT OF TAXI
IS. AMOUnt of Line 14 .t Spou..I r.te
16. AMOUnt of Lin. 14 t.xable at Linaal/CI... A rate
17. AlIOUI"It of I.1ne 14 taxabla at Collateral/CI... a rat.
18. Principal Tlx Due
TAX CREDITS I
~AYHENT
DATE
01~25-97
NOTE:
liS)
(16)_
!l71
,00 M'OO.
47,494.28 M.D6.
23,747.14 M,15.-
Ill)
.00
2,849.66
3,562.07
6,411.73
RECEIPT
_BER
--'AA211579
DISCOUNT (+ I
INTEREST/PEN PAID (-)
320,59
AHOUNT PAID
6,750,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
7'~70'59~
658,86CR
.00
658.86CR
----
. If PAID AFTER DATE INDICATED, SEe REVERSE
fOR CALCULA TIOII Df ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN n, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI, YOU HAV BE DUE
A REFUND, SEE REVERSE SIDE Of THIS fORH fDR INSTRUCTIONS.)
',')(. I
(
"
,.
',CI
RESERYATIONI Elt.t.. of decedent. dvlnt on or before Oec.-blr 12, 19.2 .. if .ny future Int.r..t in the I.tetl I. trtn.f.rred
in po.....lon or ,"jo~t to Cia.. I (col1.t.r.l) benefleierie. of the dlctdent .ft,r the explr.tion of any ..tet. for
l1f. or for y..r., thl Co.eonw,elth hereby .xpr~..ly r.'.rv., the rilht to epprel.. Ind ...... trln.f.r Inn.rl'enc. T'M"
.t thl IMfful CII.. B (coUehr,l) rat. on any .uch future Int.r..t.
_OF
NOTJCf:1
PAYMENT I
REFUND (CA)1
OBJECTIONS I
ADHII'
ISTRATIVE
CORRECTIONS I
DlstOltfTI
PENALTY I
INTEREST I
To fulfill tM r~lr'""t. of SecUon 21"0 of thl lmerltanc. and E.tet, hit Aot, Aqt 21 of 1995. (72 P.S.
S.ction '140).
DetKh the top portion of thh NoUn and .ub"lt with your paYI,nt to thl Reght.r of NUlt pr1nted on thl r.n,.. 11d1.
--Mek, checlk or IMMWY oro.r paYable tOI REGISTER OF MILLS, AOENT
A refund of a hM credit, which Het not r~.ted on the Tax A.turn, aay b, requ4ltted by cOIIplatllll en "Application
for R.f~ of PMWl.ltlv8l1la Inhlrltanol lllnd Ettat. TaM" (REY-UUL Applloation. ere ,vallabll at thl OfficI
of the Reailt,r of Wllit, WlY of the 23 R,vtnl.II Dlttrlct Offlc.., 01" by calling thl .p~hl 24~hou'
In.werlnt ..rv1a~ ~r. far for.. orderlnal In P.nn.ylvanl. IHIOO-:562-20S0, out.ld. Penn.ylvant, and
Nlthln locII Harrhburg .r.. (717) 787~1l094, TOOt (717) 772-2ZS2 (Hllrlng IlIpllrttd Only).
Any plrty In Int"lIt not ..thU.d NAth thl epprlh...nt, all0N800' or dl..UONano. of d.w.ctlon., nr ...fIl....,t
of tax (includtnt discount or Intar..t) " .hoNtl on thin NoUe. IU.t Obj.ct Nlthln .hcty (60) day. ot. r~.lpt of
thlt NotlCl. by I
--Nrltt." prot..t to the PA Depart""t of U.vtnUe, Board of Appeal., Dept. 2811)21, Herrltbt.ltg, PA 17121-1021, OR
u.l~tlon to have the nthr aterllned ftt audit of tM ftOcount of the plrsonal repr.'.ntaUvI, OR
--~al to the Orrhan.' Cool't.
FlIOtual .rror. dlleov.rad on thlt a.......nt .hould b. ftddtlll.d In writing tOI PA Dlpart.."t of RI\I'nue,
Buraau of Indlvldu.l TaKII, AllN: Po.t "'....ant R.vl~ Unit, Oapt. 280601, thll'rltburg, PA 17121-0601
PhoM (717) 717~65(15. s.. Ptel 5 of the bookl.t "In.tructlon. for ,Inharltanc. TaK Return for a R..lctent
Daeadent" (IJ[V-1501l for an Ixpla".UDn of 8dIIlnhtratlv.h corr.ctabl. errora.
If any tlX ~ I. plld Nlthln thr.. (]) o.londar ~th. aft.r the d8etdtnt', death, . flv. p.ro.nt (SX) dl.count at
the tlX paid It .JlOMDCI.
ThI U:< tlx MOI.tv non-partiolp.tlon J*\.l ty h eOllPUttd on tha total of the hx and Int.r..t ......Id, and not
p.ld before January II, 1"6, thl first day .ft.r thl end of thl tll( MIne.tv p.rlod. Thlt non-partleip.Uon
p~lty It ~Ihbh In the ...... lam.r and In the thl .MI. U.. p.rlod III YOU ttQuld apPle I the tilt end Intar..t
that hI' been ......ed .. Jndlclt.d Dn t~l. notlc..
Int.r..t J. oh.lrlJld beginning Nith flr.t day of dallnquftO(1't', or oln. (I)) IMH'Ith. l!Ind Dn' (I) day frOll thl dltll of
de.th, to tM d.h of p.Yltft:\t. T'KI' which b4tclMtfl delinquent blfol" January 1, 1912 bear Inhr..t ftt the r..t. o~
.1" ('X) percent par DNnUI calculatld at I dIlly rata of ,000164. All tax.. whIch bac... delinquent on and .ft.r
January I, 1982 .,111 bllr Int.r..t at a rlt. which NUl V'".Y frOll oalender Yllr to c.l.oo.r Yllr with thllt rat.
lll'YKM.InCed by the PA DepartHflt of Rllv.n",., Th_ ~lIcabl. Inter..t retlll 'or 1'l1Z through 1991 Ira I
'!.!!!: Int.r..t R.t. Dally Intlr..t factor ~ !n!!L!.u..!!l! D.l1Y Int"..t FlCltar
1912 2a:c .000S48 1987 .~ .000147
1913 16:C .0004J8 19&&-1991 1I~ .000301
I'" 11:C .(100'30) '99' .~ ,0002~7
1915 13:C .000556 1995-1994 7X .000192
1966 10:< .DOO17~ 1995-1991 9< .0002U
ulnhr..t It clllc:ul.tad II follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
~-Any Hotlo. I..oed .ft.r the tllM bec~. delinquent will r.,leot an Int.r..t c.lcul.tion to fifteen CIS) d.y.
beyond thl dlt. of the "....~t. If PIIYMf1t I. aMI lifter thl Intarut caput.Uen dilt. IhcMfn en thl
HoUe., .odltlOOfll Intar..t MI.t be c.lcul.tad.
15'lk'3-~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(1--
*
.U~EAU Of INDIVIDUAL TAMES
ItH-:RI TAHCF fAll DIVISION
m:pl, lft0601
IlAAMISIURG, PA l11t1-0601
UV.lIl/Il"PlfI-1/1
RICHARD S FRIEDMAN ESQ
PO BOX 984
HARRISBURG PA 17108
DATE 05-26-98
ESTATE OF KOTlMOVER HARRV D
DATI OF DEATH 05-09-97
FILE NUMBER 21 91-0480
COUNTY CUMBERLAND
ACN 101
[ ---.A...ounf)'..IH.L_~1
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 11013
NOTE I To !nlure prop.r oredit to your .~uount, lubnit the upper portion of thh forM with yo"... tax p.y...nt.
CUT ALONG THIS LXNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R 'EV: i ;'07 - iif -APji -f iij-: 97"1" - - ---Ii iiii - fiiH'€1i i i'"ANcii -fAil - S TAT EHiitif - if" - Ai:cciuNT - - ii. w - - -- -- - - -- -- - -- - - - - --
ESTATE OF KOTlMDVER HARRV D FILE NO. 21 91-0480 ACN 101 DATE 05-26-98
- -
THIS STATEHENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IH THE NAHED ESTATE. SHONII BELON
IS A SUHNARV Of THE PRINCIPAL TAM DUE. APPLICATIDH Of ALL PAVNENTS. THE CURRENT BALANCE. AND. If APPLICABLE.
A PROJECTED INTEREST fIGURE,
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-13-98
PRINCIPAL TAX DUE, 6.411,13
PAVMENTS (TAX CREDITS),
PAVMENT
flATE
07-25-97
05-04-98
RECEIPT
NUMBER
AA211579
REFUND
DISCDUNT (t)
INTEREST/PEN PAID (-)
320,59
,00
AMOUNT PAID
6,150.00
658.86-
'0$ -
~ r::~
~ ')0:
(11 :;;;: ,
:)..'" Q: :'
"
If' ,
~ .,
. If PAID AfTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN .1.
HO PAVNENT IS REQUIRED,
If TOTAL DUE IS REfLECTED AS A "CREDIT" IC~J.
VDU NAV BE DUE A REfUND. SEE REVERSE SIDE Of THIS FORN fOR INS'rRUCTIONS, I
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6.411.73
,00
.00
.00
PlVHI!HT,
~tlOh the top portion 'of thh MoUal Md .ub.1t with your PIVont .1Kfe p~ytbl. to the n... and ~dr...
printed on the r'Ylr.. 11d1.
If REStorHT DECEDENT aekl check or onlY order Plyebla tOI REOISTER Of WILLS, AGENT.
If HOH-REIIIH'HT Dt!CEDEHT .... .hock or ..n.. .rd.r p..obl. t., COlttONIIEALTH OF PENNSVLVANIA.
~FUHD (CA)1 A r.fund of . taw crldit, which w.. not r~.t~ on thl Tlw Rlturnt ..y be r'quI.tld by co~l.tln. en
"Appl1cltlon for R,fund o~ Penn.yl~."l. Inh.ritancl and Ewt.t. Tlx" (REY.1Jl'), Appl1c.tlonl ar. Iv.tllblt .t
the OffiCI of the AIII,t,r of Willi" any of the lS R.venut 01.trlot nff.c.. or frol the Dlplrt-.nt" 24-hour
N'llwr1nt ..rvlce nuIlbtIr. for for.. orderingl In Plnn,v!vanJ. 1"100-5'2-2050, ouhldl Pann,vlvant.
~ within 100a1 Harrl.burg .r.. (717) 7.7-.094, TOOt (717) 77Z"2252 (Hllrlno r.,..rld only),
REPLV TOI Qu..t1onl r'llrding .rror. cont_tned on thll notlu .hould b. Iddr...ed tOI PA o.plrt..nt of R.y.nu., lur...,
of lndlylduel TIM", ATTN. Po.t A.......nt R.ylew Unit, D.pt. 280601, Hlrrl.burg, PA 1712B~0601, phone
(711) 117-6505.
DISCDUHll
If eny ~'M ckM it p.ld Mlthln thr.. CU c81.ndar 1I0nth. .ft.r tho acld,"t'. delth, I fiy. plrcent (IX) dllcount
of the taM p.ld II .Il~wed.
PENALTV I
The 15:< tlM eene.ty non~Plrtlolpatlon penalty 1. oo.put.d on the total of the tax and I"t.r..t ......td, and not
plld before Jenuary 18, 1996, the flr.t d.y aftllr the .nd of t~ ta)C NM.ty p.rlod.
INTEREST I
Inter..t II oMr.-d bttllnnlnt with flt,.t dew of delinquency, or nine (9) ""th. Ilnd one (1) dlY f,.ol thtl dete of
death, to the date of pav-.nt. Ta)Ca. which bae... delinquent b.f~,.. Jenu.rv I, 1982 DlMr Int.r..t It the rlt. of
.b (6~O plrcent plr .... celoulattd et 8 dally r.t. of .0001(,,,.. All tlKII Iolhloh h.o.... cltillnquent on and I"'f"
JIN'U.ry I, 1912 wilt b..r Int.rut .t . ret. which will ",ery frol callndar Yllr to oal.nder y.er with thlt rlt.
announotd by thl PA o.p.rteent of R.lltnUa. 1M IPPlloabl. Int.r..t rlt.. for 1911 thrQU8h 19n Ir.,
V..r Int.r..t Rftt. Dlily Jnt.r..t faotor
Vlflr
Int.,...t Rlt.
Deily Int.r..t Feotor
1912 20:< .00054. 1967 .~ ,000247
1.11 16~ .OOO4st 191&-1991 11:< .00OSOl
19.~ 11:< .000101 1992 .~ .000247
'915 15:( ,OOU'" 1993-1991\ 7% .000192
I'" 'O~ .000214 1995-1". .X .000247
-wInt.r..t II clloul.ted II follow'l
INTEREST . IALANCE OF TAX UNPAIO X NUHIER OF OAYS DELINQUENT X OAILY INTEREST FACTOR
-wMV Notlu lulled ,ft.r thl tlK tHK:0Il.. d4tllnctU41-nt ..111 r.flNt an Int.,...t c.louletlon to flft"" (IS) My.
btIycmd t1M date Df tM ....."...,,, If p'veent It ... .ft.,. thl Int.r..t oOllpUt.tI~ d.t. .hown on the
Notice, nddltlonal Int.r..' ..,.t be CIlouhtld.