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HomeMy WebLinkAbout97-00496 I i I I , i I I " I I I I I I 'YrllPI\IHT ~ ""IIA.HINT kACUill This i.. tll u'rlii'~' t!l,ll till' illl~llfll;lllllll 1H'11' ~',I\'l'l: i., \(lll(,\(h ',qll{'d IJlilll ,Ill t11Ii',IILd \ (.ltilit,lh' HI dl',ull dill\" lilnl Wilh lilt' .1\ I,milll{t'gi\lltll. Thl' tlligill,d l'l'ndll,lIe willllC ldt\\',lldc'd Itlllw "l,lll \'il.lI I{{'\llld, (lHi((, ['ill 11\'1111,111('111 fiIJrq:. WARNING: It Is II10gal to dupllcato Ihls copy by photostat or photograph, h'r fill thl\ ll"!'IHk,lIl', "",~,(]O "_Ilfjl/i/i;iilii.;,~~. #,i'i~\~\ltlOf i'E;;}., ~!~~," ,-~t'l,,1~~' .~~l ~, ,c . 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II I'! ii, " ," " " i i 'I i II I' Ii 'I 'I Ii I ,I,! II':, II, ,.III'i,", II i ,llI1i; ,'I I I I, I 1 i ) , I ~ "'1'1] f II., :~ 11 ';'! II illl i:I!, :; ,j i I: : III' ': ',:: III :' I - ii', ;11!1. r;iili :ii ,'I" !,I'i" " " "I " , " , :1 I" , , ^ '1 , "I I ~ II ::1 II 1:11 ;, I I , 1-') Ii I, " i 1'1 "I'll (f) to file any federal income tax return for. any year for which I have not filed such return prior to my d~ath, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executori and to pay from my estate reasonable compensation for all their services, and (i) to conduct along with or with others, any business in which I am engaged in, or have an interest in at the time of my death. Article V I nominate, constitute, and appoint my son, STEPHEN GRUBE, Executor of my Last will and Testament. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever, of my Executor, I nominate, constitute and appoint my brother, RICHARD O. PISCHKE, Executor of my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act, for any reason, of RICHARD O. PISCHKE, I nominate, constitute and appoint my sister-in-law, JOAN W. PISCHKE, Executrix of my Last will and Testament. In the event of the renunciation, death, resignation, or inability to act, for any reason, of JOAN W. PI SCHKE, I nominate, cons'ti tute and appoint my nephew, RICHARD P. PISCHKE, of 115 Buffalo Run Road, Bellefonte, Pennsylvania, Executor of my Last will and Testament. I hereby relieve my Executor, whether original, substitute, or successor, 3 RfV.l.SOO ex + 1~.1,l41 m fil Irl .. w ~;lI) w"'''' w..w :r:~9 t..lCL,rtl ~ :ilffi .", .." ..", w.. 1'-, ,) I V/ I ,'1 (', fOR OATIS Of DEAnl AnER 12/31/91 CllECK IlERI If A SPOUSAL POVIRVY CRI.OIT IS CLAIMID [I mE NUMBIR INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWeAl'" Of PfNNmVANIA (TO BE FILED IN DUPLICATE ""A'~I\'WJ,MVENur WITH REGISTER OF WILLS) ._ ~~~RI$8URO,!_A.- \7.~?o.~q~.~L.,"_______,_",,___. ". -.------ ," ,-.-. , .. otClOEN1'$ NAMl (IASl, 'IR'!>CM-TIl~;Hi(ilTmi(iAtl-.""----'" ~~\Wt} 1M'! 1 I ! I I YEAR () 111ft' "uNn~ ,) I COUI'ITY COOl: [;f({fif.r;i;~(:O;;irTfiT/J,{iR{~S-'--"-'-----~ ~7 COLGATE DRIVE CAMP HILL, PA 17011 {:!l_~j_r1.1( ^MOU~j rREc{,vTtiIWEl~'Rfliuc-f,oNSl-----'------~- _I, " '" ~ E ~ III .. _G_Rllllll-...--ELUIQR. l' .-- J -- - --I $OCIM HCUIlIlY NUMMR 1l....1f (If UUdH [IAIl (II IllR1l1 _ 1 98-1 2 35fL2~~-- --" -1.2.:-..12."-1-- ...Ji,-,ll",23 -, 1'1 ,..,'\tC....lll IU_Vl'NIO VllU\1 ~ ~IAIr\IIIA~! IIU! AlIll MI(lNI'~111tAlI ~OCIAl !>fCUPHY ~HJMBIR ~ __'___~ _._._~__________._-~.~.___ .~_ _ _ ___ n___~__ [1 I. OrigInal Roturn L] 2, Supplamentc11 Roturn rJ 4. limited E,tUlo fl 40. Fuluro Intarclt Compromllo llor dOllll 01 doath allor 12.12.02) [J 6. Decodenl Diad Testala [] 7. Dccadonl Maintained n Llvlng Tn}11 (Alloch copy 01 Willi IAlloch copy oll,u"1 ALL CORRESPONDENCE AND CONfiDENTIAL TAX INfORMATION SHOULD BE DIRECTED TO. -- NAMI JO""'" "."'NO AO"'''--'' STEVE GRUBE__________________ 47 COLGATE DR!VE IIL""ONINU"'" CAMP HILL PA 17011 L~LUl-8300 - --' ' .. __ __ .In~_"'_~~" --'- ~.. 1. R.ol E,'ol. (Sch.dul. AI ( II ____.-----9,O',JlO1l..-on,-,~ 2, Slock. ond Bond. (Sch.dulo 81 (21 ---::.Q=------ 3, ClolOly Hold SlocklPo,lnor.hlp Inl"OII (Sch.dulo Cj 131 -0- 4. Mo',gogOl ond Nolo. R".lvoblo (Schodul. DI 141 ___" -0- 5. Co.h, Bonk D.po.ln & MllCollonoou. Po"onol P,oporly 151 _-_ 44 . 28..9~SL-_- (Sch.dul. EI 6. Jointly Ownod Proporly (Schodule Fj 7, l,onll." (Schodul. GI(Schodulo LI 8. T 0101 Groll Anotl (10101 line' 1.7) Q. Funeral Expenun, AdmlnlUralivo Cosh, MI,celloMou, EKpenses (Schedulo H) 10. Dcbh, Morlgage llobilillos, Lien' (Schedulo I) 1 L TOlol Deductions (Iolallloos 1:1 & 10) 12. Nel Value 01 Eslate (Une 0 minus Line 11) 13. Charitable and Govf}rnmonlal Bequosh ISchedule J) 14. No: Vulull Subject 10 Tax (Line 12 mInus UnEl13) lS, Spousal Transfors (for dales of deolh after 6.30.1:141 See InstrvclloM for Appli<;oblu Percentage on Reverse (IS) SIde, llnclune values !rom Sche-dulo K or Schedule M.l 16. Amounl of line 14 la.....able 01 6% ralo (Include values from Schedule K or S~hodule M.) 17. Amount 01 line 14 ta.....ablc 01 15% role (Include volues Irom Schedule K or S(hedulo M,l la, Prlodpollox du~ (Add lOll: from lino~ 15, 16 and 17.) 11:1. Credih Spousal Povarly Crodil Prior p(lymar'\t~ __", ,~__H____' + =0"" --j ._____.~____________n__.~_.n_____.__~ [] 3, [15, Remalnd.,r Rltlurn (for dCllet 01 dealh prior 10 12.13.82) fodoral Eilolo Tax Rolurn Aoqulred ~ 0, Total Number of Sale Dopo,i1 901(111 ( 6 I ,___,_Sl-r1-5 8 (7 I _...,."fi- 22 18) 14~.14'1'" 31 I q I 13.555.50 (101 ?17.rlO 1 3.7". 'lrl (111 (121 (13) (14) l?Q, F,:J.4Jl __x,.:-.--= 1161 ~....J.2.!L-fi7.<1 _ R 1 717n.o.4Q .X ,06.. 117) _ _x ,15 .. -_._----~ z .. f1 !; .. '" .. w (18) Dhcounl Inl(He1t (lql 1201 _,0-__ +_ ___ 0-- --.-.._~--_.._-~-_._-_._-_.- 20. If Une 19 i~ graator II\0n lino 18, nnlllf lho difforanc6 on lino 20. Thilll the OVERPAVMENT, m O__l!l:r:r.l!WiII<-lf,.la"'II.'U'."I.nlll.11111111..f'Irn":T:r:t""'III.'l:J,,]j!l!.lo'~liI'loI 21, If line 18 h groater lhon line 19, enler the differenco on Une 21. 'Thil i~ Iho TAX DUE. ^, ~nlor Iho inl/H.Ht on Iho hnlnnco dun on lin!) '11^ B. (111or llw 1010\ 01 Linu II (Jlld riA on litH' 711\, rhi\ i', II\!, nALANCE DUE, ...~_.~...._ .,'~.~~~ .C~o.~~.~~Y,Cl~.I_o to: R.l)J~j~t(Jr of Wilh,.~gunl {211 ____~4_1ll.0__'_4.8_____ 121 ^I----..,----..-,-..---- (71 fil ~ .... -.-.-~~"j;...'BF..SURE..TO--A:N.svir..R-.ALLQUESTIONS ON REVERSE SIDE AND T'O RECHEC-t<' Mi\TH' ...(__...___.___..n~__~..... Undor penohla$ 01 periury, I d;J~ro th(~.-n~~~;-;;~'~i~cl!i;i~-~,~~";;:i~~~i~-(j'~~~-;;~~p~;~i~~'~~h'~-c~~--;'~~'~~~~;~ Cln(rl~lW-bo~t ~I my knowledge ond bollef, II \, true, correcl (Ind 0 plcle. I doc\oro thoY{l1l runl oslnto 11m buon roporlod {lllrufJ mnfkOII/Clluo, ~11<laroliol1 01 preporor othor Ihon Ih(l porsonClI ropnuonlativo Is ~~:,~,n,~I~;~io' ,~-S;!i.!'i~~;1l;~hl~'NonLk'.O':;'~:~;~l ----.. --- / /1 ~'_ .....--"'---~.....-._--"--_... nAlE / / ".RERO' RlliA,rt0P(flfNi''';P ...'c.h4,/i, ::.lL_~,l/nr lull, LZc../L ,1.;';"/:/..112----- UV.UIlIWI ('.4~1 hTATE Of ITEM NUMBBR ~I~:~~ ......Sfllm- COMMONWEALTH or PENNSYlVANIA INtURITANCf YAM ReTURN RUIDfNT Of.CIDINT .- ELINOR P. GRUBE 1. A. Funeral EMpeNIIsl SCHEDULE H FUNERAL EXPENSES, ADMINISTRATlVG COSTS AND MISCEllANEOUS EXPENSES .------..--.. __0__'-' Plea.. Print or TVp.' DESCRIPTION , FUNERAL -NEILL FUNERAL HOME MINISTER 1. B. Admlnl.tratlve Colll1 2. 3. 4, C. 1. ~, 3, 4. 5, 6. 7, 8. Perianal Representallve Commlulonl Social Securlly Number of Personal Represenlallvel Vear Commlulonl paid Allorney Feel JAN L. BROWN, ESQ. Family Exempllon Clolmanl STEVE GRUBE Relationship Address of Claimont at decedenl's dealh Slreet Addre" Clly _ CAMP HILL 'Prabato FOOl MI.cellaneoul ExpenlOlI ~mJ 47 COLGATE DRTVE Slalo P A Zip Code 1 7 n, 1 SENTINEL-LEGAL ADVERTISING CUMBERLAND LAW JOURNAL (If moro .paco I. needod, Inlort additional .hoots of same size,) TOTAL (AI.a onlor on line 9, Recapitulation) AMOUNT $ 3,360.00 200.00 -0- $ 6,089.00 $ 3,500.00 $ 270.00 $ 76.50 60.00 $ 13 L SUMMARY OF SALIENT FEATURES Slibll)(;l AlkIIo5~ 4'1 colq.to o~iVa l'lJ<llO""~~n ROQord Dook 19k P.gOl 460 CIy CAmP iliJ,l County ~urnb8rlQnd 51" "^ Z~l CO\Io 1'1011 Censuslri~l 0111 MilpnotclO!'l::C 1'-2'-0545-394 SaloPrk:e I.NI^ Oalool~ NI^ 8oIrowor/CIlcnt Est_to of Orubo lerOOl Estato of Grube Slzo(SqtlilJoFectl 1,204 PrlcflporSlluaJofool localx,n 1'\vg SUb1.trba ^'1' 40 hs Est. Condhm Average ToldJRooms 6 DedroQms 3 a,,,,, 1,5 Appraiser LinaA S, GrAdy Oalool^pprd/$cdVil/uc 05/30197' fIoolE,lrn..oIV'" $ 90,000 II' form SSO ~- 'lOTAl2LW lor W~)lklI'/5' apllIills.11 soflwJlQ by d ~I nlQ(!Il, loco - 1.800.Al.lIMOOE i:ilo'JI'J,.!ljl)./I!IUJ',11l1i 1(,1) COMMONWEAI.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE /S'- / f II. P BUREAU OF INPIVloU^L TAMF.S INtfERJTANCE fA)! 1I1VrstoN DUll. l80601 HAFfR1SBUMD, I'" 11128-0601 NOnCF. OF INIIERITANCE TAM APPRAISEMENT, AllOWANCE OR OISALLOWANCE OF OEDUCTIONS AND ASSESSMENT OF TAM 11-24-97 GRUBE 12-12-96 21 97 - 0496 CUMBERLAND 101 E-~__ A.~~!-~.'!ltt.d - J 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 RECORDS .... R i!V; is4''i- EY"AFi;" (il'9'; 97"1" "Hili'i c nip" YNHEii i f ANc E - TAX -iI P PRiI"fSEifENT",- -A [rciwAifcE - (jli- -"" -- - -- -- - - -. -. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ELINOR P FILE NO. 21 97-0496 ACN 101 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN STEVE GRUBE 47 COLGATE DR CAMP HILL PA 17011 ESTATE OF GRUBE TAM RETURN WAS, (X) ACCEPTED AS FILED RE5IERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN iAS~ON: ORIGINAL RETURN 1. R..l E.t.tc (Svhadul. A) 2. stock. bnd Bond. (Soh.dule 8) 3. Clo,.ly held StCl(:k/p"rtn.r~hlp Inhrest (Sc:h.dul. C) 4. Hortgag.,/Notas Rao.lvable (Sch.dulft D) 5. C..h/S.nk Depa,tta/Hisa, Personal Property (Schadule E) 6. ,Jointly Owned Property (Schedule f) 7. Tranltaru (Sch.dul. Gl 8. Tot.l A....t. APPROVED DEDUCTIONS AND EXEMPUONS: 9. Funaral Exp.n..~/^dm. Costs/Hisc. Expenses ISchedule H) 10. Debts/Hortgage Liabilities/Lians (Schedula I) 11. Tntal DaduoUona 12. Nat Valua of Tax Raturn 15. Chad table/GovarnMental a.quashi Non~alac'lad 9113 Trustll 14. Nat Valu.. of elt'Ate Subj.ci: to Tax (9) UOl ) CHANGED U) (2) (3) (4) (5) (6) (7j 90,000.00 .00 .00 .O.Q. 44,289,09 9,158,22 ,00 (81 {I/ *' 13.555,50 217.00 (11 ) (12) (13) (14) (Soh.dub Jl UV.IUI U." tit..,. ELINOR P DATE 11-24-97 NOTEI To in sur. propar cradit to your account, sub.it the uppar portion of this forn with your tal( pay..nt. 143.447,31 n,77? GO 129.61i:.!!, ,00 129.674,81 If an assessment was issued previOUSly, lines 14, lS and/or 16, 17 and 18 will reflect figures that include the total of Abh returns assessed to date. ASSESSMENT OF TAXI IS. Allount of Line 14 ..t Spousal rata US) lb. Anount of Lina 14 taxable at LJn'.l/Cla.s A rat. (16) 17. AMount of Lin. 14 t*xabl. .t Collat.ral/Cl... Brat. (17) la. Principal Tax Due NOTE: TAX CREDITS I PAYHENT DATE 08-22-97 RECEIPT NUMBER AA211682 DISCOUNT (+1 INTEREST/PEN PAID (-I .00 .00 129,674,81 .00 M ,00, X .06, X ,15,_ (18) AMOUNT PAID 7.780,48 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ----- TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. .00 7.780.48 ,00 7,780,48 7.780.48 ,00 ,00 .00 IF TOTAL DUE IS LESS TMAN .1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU MAY BE DUE A REFUND, SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.) \,~l :! ~ :3 ()C) RfI[RIJATJOHI eltlte. of dloedlntl dvl". DO or be'Dre Declublr 12, 191' ... If InV futu,.e Int.,ltt In thl Ittllt_ 11 tr-,\.flrred In polII..lon Cfr enJoYHnt to el... I (ool1lit.rl1) bltMlf'tollrl.. of thw dlOlcMnt Ifter tht IMP!"U"" of env utltl for lIfl IU' for y..r., tht Co.onwtl1th herebY eMprltdY r..e,.veI the tight to ",rllll end e.,I.. trlntf.,. lnhltr.!t1nCl1 TIM" It thl l.flJI CI... . (~ol1.tlr.U r.t. on eny .uoh future Intlr..t. _Of NOueE, Tn f"Ulll thtl rlqulrlMntl of BllOtto" Z1~O of thtl .tnherit.noe Ind s.tltl TaM Aot, Aot 21 of 19'1. (72 P,I. seuUon 9UO), PAVHE:Nl', Dlt.oh the top portion of thl. NoUo. llI'Id lub_it with your PIy..nt to thl R,ght,r u, Willi prlntlld on the r.v,,,,, II.. u.... c:tMtCk or 1IOMI!f order pIyabl1 tOI REGISTER OF' MILLS, AGENT REfUND (tA)1 A rlfund of , tlM erlcHt, which wa. not r.qulltld on thcl TIM Rlturn, I.Y bQ r.qutllbd by ~OIpletlne In "Appll~t1on for Refund of Penn.ylYlnll lnh.rJttnCll Ind Eltlt, TIM" (REV"U\3l. Appllcltlon. are ,valllbl. .t th.Offlc, of thlt Rqllter of Will., any of th. U Revlnu. Dlttrlot Offle", or by oll111na the 'PMI.I 24-hour "'....rlng ..rvioe ~r. for forll.ordll'JnSIl In PI"n.ylvlnll 1-800-362"2050, ouhld. P.nn.vlvlW'd. and within 10011 tlarrhburu Irll' (111) 111-8094, TOO' (717) 772-U52 ("e.rI". IlIpa.lrtd OnlY). OIJECTIONSI Any port~ In Int.r..t not ..tl.f.lw.l with tha eppral....nt, allowance or dl..llowanel of dlductlonl, or ......Ment of t.x (Including dheount or Inhrtltl a. .hown on this Notice IN.t obJlct within ..lMb 16n) da~. of r~.lpt of thh Not 101 by. ~-wrlttln protut to t~ PA D.p.rtlllllt of Alv.nul, Baird of Appuh, Dlpt. 2&10i!1, H.rrlsburg, PA l1U8-1021, OR --IIIClUon to havI the hlUer dltlrllln'd at audit 0' the account of thl p.r.onlll rlprl.tmtIUvl, OR ~~appl.l to th. Orph.n.' Court. AOtIIN ISTRAllYE CORRECTlotfti. FaotuII .rror. dhClOVlrld on thh ''''Ulllnt .hould b. eddr....d In writing tal PA Dlpart.."t of RIVInIJI, Burn" of Individual TaXIIiI, AnNz POlt A.......nt Rlvbw Unit, Dapt. 280601, Harrhburo, PA 17128-0601 Phona (1H) 787-65(15. S.. p.ge 5 of thl bDcHc:1at ''In.trucUon. fer Inh.r.ltlncl Tax Return for I A.aJdlnt Ikcldlnt.. lREV-1501l far an Ixplanllltlon of adlllnhtraUv'h corrlctlbll .rrort. DISCOUNT I If 1f'IV t.M dull h Pllid within thr.. IS) cal.ndar IIOnth. aftlr th. d.eld,,"t.. dleth, . flv. percent (5:0 dl.e~t of thtl tex p.ld 11 allowed, PENAL TV I The 15;( tllM ..,uty non~p"rtJclp.Uon panalty I. cOllfl'uted on th. total o~ the hM and tnterut ......act, Ilftd not paid btlforl Januflry 18, 1996, tha tlr.t day flfhr the Ind (If thl tax ","uty p.r1od, Thll t1on~part1clpltlon p.nlit~ h appuhbl. In th. ..... .anOlr and In thl tI,. .... U.. p.r1od II YOU would llflPI.l the t.M If~ Intlrllt thet h.. bun .u..Md II indicated on thh ntltle.. INTEREST I Inter..t h eh.rgld bllilnninu with flrlt day of d.lInqu.nc~, or nln. (9) .onth_ and OM (I) day frOll thl dat. of d..th, to th. dati of ply..nt. Tlxu uh1ch bac... dlllnquant bafor. Januarv I, 1'182 blar Intar..t at th.rlt. of .1M (6:<) plrcant p8r IInt'IOI CI!lltlulahd lit a daUv rah of .000164. All taMU which ble... dlUnquw,t on and aft.r Janulry I, 1982 will bllr tnt.rut lit II r.ta Which will vlry fro. c.l~ar y.ar to c.hlndlr y..r .,lth ttllt ret. ltMounc..d by th. PA nlPlrtltGnt of Rav.ou.. Th. nppllcabh 1ntarut rat.. fOI' 1982 through 1997 arel '!.!!r !.nt.raNt Ra!! Ualh Inter..t rector !!!! Intlr..\; Rat. O"lly Inttlrut factor I'll 20:< .000548 1987 ,~ .000241 19a1 16% .00003 1983-1991 tIi: .000101 1914 11% .000301 L992 9% .000241 1985 u:< .oaOlS6 1995-1994 ]X .000192 198' lOX .000274 1995~ 1991 9~ .000247 ~~Int.tut I. cllloul.ttd I' follot.l.. INTEREST. BALANCE OF TAX UNPAID X NUNBEII OF DAYB DELlNQUENT X DAlLY lNTEREST FACTOR w-Anv Notlo. I..~ Ift.r tho taM blOOll' deUnquMlt .,111 rlr'het an 'nter..t calculation to flft..,., (15) nYI beVQnd th. d.t. of thl ........nt. If p.y..nt is .ad, aUar tha Inhrut cOIlPlJtatlon data lhown on tha Notlc., ftddlUonal Int.r..t .Ult b, calcuhtacl. \