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HomeMy WebLinkAbout97-00542 + ---+ --- 20. If llno 19 I. greo..r .hon lIn. 18, on'" .h. dlffor.nc. on lln. 20. Thl.I..h. OVERPAYMENT, a O'.1"I'Zn.~1_"'J'."''''I'Ulnu.''II'I'.'_'l.Ift''ITI''ln.TI'J.u_'1'lliU!l!.l....111'. 2'. If Lint 18 it 9,.0Ier than lint 19, enter th. dlH.rencI on lint 21, This It ,h, T AX DUE. A. Enter Ih.lnl.r,,1 on lh, balance due on Un. 21A, B. Enl.r ,h. 10'01 ollln. 21 ond 21A on lIn. 21&. Thl.l.lh. BALANCE DUE, Mako Ch.ck Payabl. tOI Rogl.t.. of Will" Ag.nt " . ~ ~ IE SURE, TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -C -C. .'. Und., ponoltl., 01 p.rlury, I d.c1or. .ho' I hove 'Komln.d .hl. ,,'urn, Including o<componying "h.dul.. ond .Io'.m.nh, and '0 .h. b.., 01 ,oy knowl.dg. and boli.f, Ibllll'du., carr'" and compl.,.. I d.c1ore .hol 011 real 01'0" ho. bun reporl.d 01 Hu' morkot volu.. Oaclorollon 01 preporer o.h" ,hon .ho p."onol rop.o..n.atl" I. 0" on 011 Information of WhiC~" orer hot any knowledge. $IGNALjI o. 'rIoON RE.~PON"Et '0/1 N""'6'RITUiN~-./AODRf!t$ .----.. D,,1( J. , ... '(L ' " '" " ' 420 Market Street '..(',J(Q, ~~... ',",,--. .(.' ...~ ,'~"j New Cumberland. PA ).7070 IV S-r (f .,o_tm' ,~,..~~;\lIjT"'N mm'NTs1l" '0"'" 30] "" k St [' 0 1 ()g I1A ,.",r et . r . . [lOx . . Lk~~^- -1elW~_l'A...1704 3-01UL------ __'f I!: 'it 'I) Edmund G. Myers, Esq. RtV. \!IOO IX. 1",q.4) &i Iil b\ .. ~ ..:s.. blf" QE~ ..... wili .... "z 8~ / ,,-, 1'1, I - / / 'OR OATIS 0' DIATH AnlR 12131191 CHICK HIRI INHERIT ANCE TAX RETURN ~tv:;ryu~:~DIT IS CL~IMID [J RES I DENT DEC E DENT;ii:IN1iM'li---n~r ------~.--------- COMMONW\"l" Of m,"SYlVANIS (TO BE FILED IN DUPLICATE "'l f - q 7 ;. .:.-il " Dt'''~ M!Nl 0' R~VfNUf (."fi .. , ...... .....,lfJlli, ~~Or,.I2'Ob-2I__.___ WIl'H REGISTER OF WILLS) COUN1Y COD! Y!AR o 0 Z~~M I~~' 'NO MIOWINIT'''I c~='~="""C'~l----"'-~~tfHl'~mrr;i"~~{,~i~f~' ~:~'~t ,_. - ,OClS' ;'CU"'~ NUM'" - - '1'0'"01''''''' -"--"]DiliOrmiH------ ~~~rP~~1 ~~ ~;~'l~~i~l\load --186-- 38-:2.'Z21L___ ___._LtlJ..ll/9-6-r.- .l!l1lL11.--.. ,,"Y---I' 1IlillIlLAW___________. .-- I" """""'lU==~~:~':~":~'=-_ _l~':~I~'~~N~:I~ _ ....__C:=:::~C"ONII ~ 1. Orlgll'lal Return n 2. 5upplemonlal Relllr" (] 3, Remaind.r R.turn .. (for dolOl of doo,h prlo, '0 12.13,821 [J 4. lImllod E.lo'o 0 40. Fu'uro Inllllll Comp,oml.. 0 S. F.dllol ElIOlo To. R,'urn R.qullfd (for dolll 01 d.o,h of..r 12-12.82) o 6. Dtctdlnl Died rlllcl. 0 7. Dlcedent Molntalned 0 LJying Tnat IAlloch copy 01 Willi _ IAlloch co~y of Tru.l) . ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI NAM( - CQMHfH MAalNO AOORfU F..nmund G. Myers, Esquin, Johnson, Duffie, Stewart & Weidner ,,"'HONI NUM'" --.-----....-..-.----.-.-....-- 301 MarkL'l: St.. P. O. Box 109 '] I 76] 4.540 ~Q..,...l'A ] 704 3-.0109 1. R.al E.lo.. (Sch.dul. A) (I) ..----------.-.---.---- 2. S.ockt ond Bond. ISch.dulo B) 12 } - 3, Clo.oly H.ld Slock/Por.nership In..rOl' (Sch.dul. C) 131 -- 4, Mortgoges Qrld Noles Recel\lobl. (Schfldule'D) 141 .'-'~-~-' S, Caroh, Bonk Dopo.lll & MIIt.lIon,oul Penonol Properly (SI ..------ ISch.dulo E) 6. Joln.ly Own.d Properly (Sch.dul. FI 16 I 9,297.50. 7. Transfer. ISch.dul. G}ISchodul. l) 171 ---'- 8. T 0101 Gran Au." 110101 Lines '.7) 9. Fun.ral ExPln5", Administrative Costs, MlItellaneous {9.\ EKp.nll' ISch.dul. HI '0. Debu, Morlgog' llobl1ili", Liln1 (Schedule Ii 11. T 0'01 O.dUCllon. ('ololllnOl 9 & 101 12, Ne' Value of Ellal, (Un. 8 minuI line \ 1) 13. Charitable and Governmental BeQ,uOI" (Schedule J) lA, Net Value Sublec1lo TalC. ILint 12 minus lint 131 15. Spou.ol Tron.!'" 1101 do.OI 01 doolh olt" 6.30,9~} St. In.trudiar" for Applicable Percentage on R.....r.. {l SI Side, (Include valu., from Sch,dul, K or Schedul. M.l 16. Amount 01 Line \.4 taKable at 6% role llnclude value. from Schedule K or Schedulfl M.) 17. Amount of line 14 taKable at 15% rate llnclude value. from Schedule K or Sch.dul. M.) 18, Prlnclpol'oK duo IAdd 10K I,om lIno, 15, 16 ond 17.1 19. Credlu Spou,al Poverty Credll Prior Paym.nll ~~ _ 8, TOlal Numb., of Safe O,poIll Ba.uI " s ! a: 18) 9,297.50 365.00__ 291. 70 __ (11) 656.70 (12) 8,640.80 (131 -0- (14) 8,640.00 )(._.11 -0-- X ,06 IIIl -0- X ,\5 1:1 1,2Q/i 12 1101 1161 1171 8.640.00 " Ii! !C ~ . .. u S (1BI -L-296.12 Int.r..t Ollcount (191 _-=.ll= (20) (211 121AI (21BI 1.296.12 -0- 1.296.12 DAn , """"""1'''''1 * 1 1 COMMONWIAll~ 0' r1NNIYlVANIA JOINTL Y~~~~~~~~OPERT. Y. . INNI~ITANCI TAX mu.N ~IIIDINT DICIDlNT ISTATI 0'- .-------=--------~-==__ymTNUMBIR. __ ZO,I,D,. .10I.l\l'L________.._.._______.._......___....__L_.._..___ Joint taooot(.). ____ NAMI___ A, Andrea E. Karns ~---------_.-------- .--" , -- - --- __~~DRm _~____ 420 Market Street New Cumoorland, PTI 17070 Niece RILATIO~IHlrTODltEDINT I, C. -~ Jolotlv.owood proporlv. ITlM LlmR DATI 'OR TOT AL ~ ALUI DECD'S DOLLAR VALUE 0' NUMBI JOINT MADE DISCRIPTION 0' 'ROPERTY 0' A SIT %INT, DECEDENT'S INTlREST TINANT JOINT 1, A 4/95 Members 1st Federal Credit Union " Checking Account No. 150955-11. 5,083.57 50% 2,541. 79 2. A 4/95 Members 1st FL.clera1 Credit Union - Savings Account No. 150955-00 13,511.42 50% 6,755.71 TOTAL (AI,o onfor on IIno 6, Rocoplfulallon) (1/ moro 'poco I' n..d.d In,.rt odd/I/onal,hooll 0' ,omo ,Iu) $ 9,297.50 . "~"~'~I\ _~J.t.. CO....ONWI.\1H 0' PlNNIYIV.NI. INHlIn.NCI'.X 1\'UIN 11t101N' DICIO Nl '.V.""<<'"I"'_l , SCHEDULE H FUNEKAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS f:XPENSES Ploa.. Print or i . -- zor.n, JOI.lIN DESCRIPTION AMOUNT ITEM NUM8ER A. Fun.ral bp.n.... \, B. 1. 2, 3, A. C. \, 2. 3, 4, 5, 6, 7, 8, Admlnl.tratlv. Ca.ltl P.rsonal R.prol.ntatlve Commlnlonl Social Securlly Numbor of Porlonal Repr..enlallv'l Yaor Comml..lonl paid A"orn.y Fo.. - .Johnson, Duf fie, Stewart & Weidner . 350.00 Family E~.mplion Clalmont Addren of Clolmant 01 decedent'. death Slrut Addra.. _- City Relatlonlhlp Slole Zip Co do Proba'- Fe.. MI.c.l\an.ou. bp'n'''; Register of wills - file Inheritance TaK Return. 15.00 TOTAL (Allo ontar on I1n, 9, Rocapitulatlon) (If mort .pac. I. n.od.d, In.ort oddltlonal .ho." of .omo .1...) s 365.00 ~-- -", ',.. ... ."~" '",.-' TO Register of Wills Office Cumberland county courthouse 1 Courthouse Square FROM JOHNSON. DUFFIE, STEWART' WEIDNER Attorneys lit Law p,o, Box 109 LEMOYNE, PA 17043 CarliSle PA 17013-3387 , DATE: 6/2.5/97 SUBJECT: fOLD + Jolan Z01d, Deceased Date of Death: November 14, 1996 Enclosed for filing for the Estate of Jolan Zold (Date of Death; November 14, 1996) are the following; 1. Original and copy of Inheritance Tax Return. 2. Check in the amount of $1.5.00, filing charges. 3. ChE'C'k In thp a\l'0unt of $1.,296.1.2., Inheritance Tax payment. PLEASE REPLY TO . SIONED Edmund G. Myers csh REPLY 'In~) '1\:) (}, liZ ~\[\r '6, ,. ,. .' . ~ ,)LI DATE: SIONED RtorOlf Item tF270 or.vtlo, P.O, 8O_~, HNtfo,d, OT 06IGH!944 CEDI, ,...,P"n\"~U.SA. THIS COpy FOR PERSON ADDRESSED , -~' ~H t- ;, " 'j,' . \/ 11 .-..r---- .._-- ~..-- _'~.~~~.~.::...,..>1....,1 ~ "'" '1'.'-' '~, .,~ ..'~ .. ~.~;, \ ;, t, . / :f/ P 7 - /1 IU~EAU Of INDIVIDUAL TAMES INHEAllANtE TAlC DIYISION DEPT. 21D601 HARRIS.URO. PA l11ZloD601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ (1/ NOTICE Of INHERITANCE TAM APP"AISEHENT, ALLOWANCE O~ DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAM UW.lIuumlu.t11 EDMUND G'MYERS ESQ 301 MARKET ST PO BOX 109 LEMOYNE PA 17043-0109 DATE ESTATE OP DATE OF DEATH FILE NUMDER COUNTY ACN 10-13-97 ZDLD 11-14-96 21 97-0542 CUMBERLAND 101 AMount ~.1l1 tI.d - JOLAN L 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 .... 'REV': li;;;- EX-AF,,--ni:F 9'fi-iloi'"i ci--o;;-Ytiiiiiii TANCi- TAX -i\piiiIAiiiMiilr; -ALi."OWANci -OR -- - --.- uu.. - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZOLD JOLAN FILE NO. 21 97-0!i42 ACN 101 DATE 10-13,,97 - TAM RETU"N WASI (Xl ACCEPTED AS fILED RESERVATION CONCr.R~G FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1, ~..1 E.t.t. (Sohodul. Al 2, Stooko end lond. (Sohodulo II S, Cloo.ly H.ld Stnok/P.rtn.r.hlp Intor..t ISoh.dul. CI 4. "ortseg../Not.. R.c~lv.bl. ISchedull DJ S. C..h/Bank Depollta'"llo. Perlonal Prop.rty (Schedull E) ., Jointly OWn.d Prop.rty (Soh.dul. fl 7. Tran.flra (Schedule 0) I, Tot.l A...t. ( I CHANOeO NOTE I To in.ur. ,roper credit to your IcOOunt, lubMit the upper portion of thll fora with your h. p.y.....t, ,00 .00 ,00 ,00 ,00 9.297.50 .00 (II III (21 ISI (41 (SI. ('I 171, 9,297,50 APPROVED DEDUCTIONS AND EXEMPTIONS I 9, fun.rlll e.ponoo./Adll, Coah/Hlso, E,p.n... (Schodul. HI (9) 365,00 10, D.bh/Hod,.,. LI.bUIU../Llonl ISch.dule II UOI_--12.L..1.O.. 11, Tot.l DoducUon. (11 I 12. Net V.IUll of T., R.turn (121 15, Ch.rlhbl./Gov.rnHnbl loqu..t. (Schodule JI USI 14, N.t V.IU1l of Eobt. Subj.ct to Tax U41 NOTEI If.n ......m.nt w.. i..ued previou.ly, line. 14, 15 .nd/or 16, 17 .nd 11 will r.flect figure. th.t. includl the tDt.l of ill r.turn. .......d to d.t.. ASSISSMENT OF TAXI 1&, Allount of Lln. 14 .t Spoua.l r.t. (1&1 16, Aooount of line 14 b,obl. .t L1no.lIClo.. A r.t. U.I 17. Aooount of line 14 t..ebl. .t Co11atoral/Cl... I rat. U7l II, Prlnclp.l T.. Dull 'Ii' 70 8,640,80 .00 8,640,00 ,00 M ,00. ,O!!.M,06, 8,640,00 M ,15,_ UII ,00 ,00 1,296,12 1,296,12 TAX CREDITS I PAVHENT DATE 06- 5-97 DISCOUNT (+ I INTE"EST/PEN PAID (-) - ,00 AHOUNT PAID 1,296,12 ~ECEIPT NUHlER AA211467 TOTAL TAX CREDIT IALANCI OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,296,12 ,00 ,00 ,00 M If PAID AfTE~ DATE INDICATED, SeE ~EVE"SE fD~ CALCULATION OF ADDITIONAL INTE~EST, If TOTAL DUE IS LESS THAN fl, NO PAVHENT IS ~EquI~ED, IF TOTAL DUE IS ~EFlECTED AS A "C~EOIT" (C~I, VOU HAV .E DUE A "EfUMD, SEE ~EVE"SE SIDE Of THIS fORN FO~ INSTRUCTIONS.I un ~= (;~ '-\1 RESEAVA,IONI E.t.t.. .1 d...d.nt. dvlno an .r b.l.r. o......r II. 1911 -- If .nV I"tur. Int.r..t In Ih' ..t.t. I~ tron.l.rr.d In ,......\on .r onl.....t t. CI." I (..II.I.r.ll ..n.,I.I.rl.. .1 tho doC.d.nt .,t.r thO ...I,.tlon .f onV ..t.t. I., ",. ., fo' y.or.. thO C_......llh hOrobY ...roOlIV ro'.'Y" thO rI.hI t. opp"I.. ond ...... t,on.lor Inhlrltenoo ,.... .t thO l..f"1 CIO" a (0.".t".11 "to on onY .uoh futuro Int"..t, PIJAPOSE of HOlStE. ,. f"lflll tho ro...lroHnlo.f So.II.n 21'0.f thO Inhlrlton" ond utot. ,.. ..t. ..t !I .f 199'. l1Z "S. Sac'ion 91lta i. Ilot..h thO t.. .orllon ., .hl. Holl.. ond ",..It .lth you, .....nl t. tho ...I.tor .f Will. .rlnt.d .n thO "..". lIe11, --Hok' .hO" or ..n.Y ord" ....bl. to! REOISTEll OF NILLa. AOENT PAyttEMTI A "fund .1 . to. or..lI. ""I.h ... ..t .......t.. on thO to. ..t",n. ..y" "",...t.. bv ....I.lln. .n "..."..Ilon f., A.I..... ., ..nn..I...,I. Inhorltono, .nd F..t.t. Ill<" (REV-IU'), ...110.11.... or. ...llObl. .t 'hO oHIo. .1 thO A..I.t., .1 Will.. onv 01 tho " ....... OI.t,lot Of,lo'" ., bv ..111.. thO ....101 ,'-hOU' .....rln. ..,.1., nuobO,. f.' I.'" .,d.,ln,' In .onn.yl...I. 1-100-'6,-'0'.. out.ld. ..nn.yl...I. ... .Ithln 1...1 Ho"l.bU'a .,.. (111) 1.1-10... '00' (111) 11'-"" (H..,lno 1...1'" Only), REf'UMD (CAll DIJECTlOMlI AnY ..,ty In Int.,O" not ..tl.fl.. .Ith thO app,.I.....,. .11,,"0' .r dl..II...... .f elldUOtlon.. 0' ........." ., t.. Oncl",lIn. olo."""t or Int.".tl .. .ho.n on thlo Holl'. ou.t .bj..t .lthln .I.ty (6.) d.V' .f ,...1.' .f this MoUe. b~1 __.r1It.n .rot..t to thO" O.."t..nt of ......... I...d of .....1.. o..t, 20\.21. H.rrl.b"rI. .. \112.-1021. OR __.I..llon to h.y, tho ..ltor eIItor.ln.d ot ....It of tho .o."""t ., 'no .."on.1 ,.."..ntoll", OR --app,,\ to the Orphans' Court. .ONIH tS,'AlIIIE COflRfCTIOMSI roOt".1 .".r' dl.....,.d on thl. ........nt .hould b. ..dr..... In .,Itln. to. P' O...,...nt .f ...enue. Iu'.ou of tndl.1du.1 ,..... ."H. .o.t .......... A.yl.. Unl', ...t. '1.6.1. H.r,l.bU"." 111'1-06.1 ..... (111) 111-6.." S.. .... . 0' ,h. boo.1.t "tn.t,u.tlon. ,., Inh.,ltonc, ,.. ..Iu,n '.r . ...Idon' o.o....t" (AEv-I..I' fo' .n ...I..,..lon 0' ...lnl.tr..I..lY .o,r..tobl' .,'0'" 11 ...y t.. duo 10 ..Id .lthln WOO Ul c.l.nelar _'h' .ft" thO eIIo.d...t'. ..oth, . ".. .oro.nt ts~) dl.c"""t 01 the taM pald ,. .11~. DISCOUNT I ThO I'~ t.. ......y non-..,.lol...lon pon.lty I. cooput.d on tho t.t.1 of thO t.. end Int.r..' ......... ond no' ..Id bofor. Jonu"y II. 1996. thO flr.t d.v .ft., thO ond 0' thO ... .....ty p.,I.d, 'hi. non_p.,tlcIP.tlon ._Ity 10 ...oolobl. In thO ._ ...." ond III .hO .hO ._ 11.. .or I.d .. you .ould .....1 II.. to. end IntorU' that ~. bMen .......d .. indicated on this notlc.. PEHAl TV I I"TE." I tnt.,ut I. oh"..d ...Innlno .lth ""t d.y.' e11l1n......y. 0' nino (9) _tho ...... (I) ..y f'" ,no ..t. of ...th, '0 thO ..t. 01 p."....t, ,.... ""Ioh __ e111t_t "'0" J.....rv I, 1902 b.or In.or..t .t thO ,.t. .f II. (6Xl ..,..... ..' .... c.lculO." .t . e11I1Y ".. ., ,...160, .11 ..... ""Ich -- e1111_t on ... .ft., Jonu"y I, 191' .111 ...r Int.,..t .t . r.t. ""Ich .111 ..,y f," c.l.neI.' V'" to c.lond.' y.., .Ith thOt ,.t. onnouno.d bv ,hO .. OOP.,....' 0' ......., 'ho oppll...I. Int.,..t ,.... fo' 191' throuoh 1991 .,., V.er Intlrl't R.t. Olllv tntlr..t f.ct~r !!!! tot.r..t R.t~ DallY Intere.t factor - 19l1 20~ ,DOOM' 1917 9~ .00attt1 1915 16~ .0004S' '91'-1"1 11;( .00DS01 19'''' I1~ .oon81 1..' 9~ .D002tt1 1"5 lSiC . DeISS' I99S-1994 7~ .000192 ".. lOle ,00027" 1995~1991 9X ,oa0241 ..-lnllrl.t 1. a_loulated .. folloW.1 IHTEREaT . aALANCE OF TAX UNPAID X HUHaER OF OAya DELINQUENT X DAILY INTEREST FACTOR --AnY HotlO. 1...... .ftor thO to. ..._. e1111...-t .1\1 ,,"oOt ... Intor'" ..Ioul.tlon to flf'- (UI "Y' boyond thO d.t. .f .hO ......-t. 11 p.y_t I. _ .ftor thO Intor..t ._t.tlon ..t. .- on thO MoUe., IlCkIlUCM\lll lnt.r..t .....t be calCulltlel.