HomeMy WebLinkAbout97-00585
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,OIDAfUO'DlAfHAnU12/31Itl CHICKH.
If A SPOUSAL
,OYUn CIIDI' II CLAIIIIID 0
fiLl HUMIII .
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE fiLED IN DUPLICATE
WITH REGISTER OF WILLS)
~l l IN! IAU
J.
97
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2\
t:OUNTY COOl
N' /rII ..
453 Woodcrent Drive
Mechanic.burg, rA
o..U 0' A H
2/12/91
O. .0_ II. H
5/15/15
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(II "'\ICA'~.' 'U'VIVI"'O IJOun'I "'''11II111..4'', 'I'" "NO 1Il1110U INIII.IoII
Pease, Claire J.
D 2.
Supplemel1tal Return
D 3.
D $,
!L8,
11055
Remainder Retmn
lfor date. of death prior la 12.13.
Partetal elfa'e TOA R,h.;r" Requir.r
() I. Original R"urn
0.4 limit.d Ello'e 0 40. Putur. In'.r"t Compro,nil.
Ifo, dolo, of d.a'. ok.. 12.12.82)
(l fI, O.c.d.M DI.d TIIIU" 0 7. O.e.denl MalMoin.d 0 Ll'flng Tfult
("'010'. copy of Willi (AOIo'. copy of Trull)
ALL CORRES'ONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD II DIRECTED TO.
NM.I COM'l M"IUNO "OO"IU '. ; '. '
CharUs F. Sullivan CPA \513 Cedar Cliff'Dr.
He ""ONI NUMIU
117 731-5466 Camp Hill, PA 17011
I.
2.
3.
4,
5,
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51 4.
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9,
10,
II.
12.
13,
14,
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16,
17,
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Ii' 18,
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.... 19
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:I 20,
....
21.
R.al ella'. (S,..dul. "'I III
5'0'" and aond. (Sc..dul. 8) I 2 )
Clollly H.ld SlOcklPartno".lp Inre,.., (S,..dule C) ( 3)
Mortgag.. and Not.. R".I.able IS,..dul. 01 ( 4 I
COlh. Bonk O.palill & Mile.lloneout P.nonol Prop.rty I 5 I
(S,..dul. EI
Join,ly Own.d Proptrty IS,..dul. F) 141
Tranof... (S,..dul. 01 (S,..dul. L) ( 71
TOlal 0'011 Au'" (10101 Lints 1.7)
Funeral El(p.nsll, Admlnlstrafiv. Collt, Mlte-lIaneous (91
E..pens.. (Sch.dul. HI
Deb", Mortgage liabilili'I, li.ns (Sch.dul. I) (10)
T 0101 O.du(.1iont (10101 Lints Q & 10)
N., ValuCI of eltat"ILin. 8 minus line 11)
Charitable ond Governmlnlol Bequtlt. (Sch.dule J)
N., Value Subier.' to To,( (Line 12 mi~'l
Spousal Tronsf.r. Ifor d01l1 of deulh ah.r 6.30.94)
S.. Inlfrudlo"s for Ar,pllcable P.rcen'age on Reverse 1151
Sid.. (Includ. ...alu.. rom Sch.dule l(' or Sch.dul. M.)
Amount of line 14 ICl.abl, at 6% fO!e !l6}
llnclude 'foluet Fram Sch.dule K or Sch.dul. M.)
Amaunl of line 14 ta.obl. al 15% rOI' (17)
(Includ. Vl:llu'l from Sl::h.c:Iul, K I')r Sell.dule M.)
Principal 10. dUI (Add lOll from lin" IS. 16 ond 17.)
Crediu Spuusal Povltny Cf.dil Prior Pay men"
+
$8\,222.00
( 8)
16.664.15
(11)
(12)
(13)
(14)
lC,_-
64.557.85
)( ,06.
. 1$.
(181
Oilcoun,
Inlerlll
Tolal Numb.f of Soft Deposit ao~
$81.222.00
16.664.15
64,551.85
3.87J.!l_
3,873.47
3,873.47
3,813.47
.' >- >- Ie SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANO TO IICHECK MATH -<-<
Und.r p."ahi'l of p.rjury, I d.daf. Ihol I have ....amin.d thl, f.lurn, including accompanying sch,dul.. and Ilul.m.nll. and fa ,h. bel' 0' my knowl.dge and b
il II true, COH.C' ond 1.1t I d.dort Ihal all ,eol ..101. hot b.." "port.er at Iru. marktt ",alu.. D.claration 01 p,.por., other Ihon Ih. p.nanal repf.le"lot
bat.d 0" I infor Ion F which pf.portr hOl ony kno.....l.dg..
SION _ N\.'~O" "liNe 'lefl,lfllN "OOlun OA/I
-' p. se for Claire J. PeD.s" 93 Dllnca.!!.....!t,Lllcedale,HS )9452 C;-'l-f-I1
01 t ....B!NI..'I"t .OO.B~ - rule
'.11 CPA \5\3 Cedar Cliff Dr., Camp lIill,PA 17011 ~7
77
+
(19)
\201
C:OMMONWI"UH 0' ill;NN'n""'NIA
Ol'UTMe.NT 0' ItIV'NUI
om 21060 I
. HAUISlU"O,;. 17! 11.000 I
IN' .....Mi"(l.'-". 'IIU. AN
Pease, Gabri.el
'O(I"'~ \lCU.1 '1 NI,lMI .
172-01-0530
If Lin. lQ II greal.' t"on Lin. 18. ,nler the diHer.nc. on Line 20. This ilthe OVI.'AYMINT.
II 0 ,...:r.n~.I\III"I""'I'.'II"I"""I"'III'I.....,...m:r:n.'I'l'I_....I;U~..ul'I.1
If line 18 i, gfeuI.r Ihan line 19, .nllf th. dIH.f.nc. on lin. 21. Thi,il'k. TAX DUI.
A, En'.f the int.r.t' 01'1 the balanc. due on Lin. 21 A,
&. En'.f ,h.lotal of Line 21 and 21A on Lin. 211, Thil it ,heIALANCE DUI.
Malll. Chee'" Payable to: R.,lIt.r.f WlII., Agent
121)
121A)
(211)
Cj>,,:fl."
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, COMMONWI.~lH O' PlNNlnVANIA
~NHI."ANCI tAIl ~nUIlN
115101'" OleIOI'"
IkfAftT ~ ~.
Gabriel J. PeaRe
UV.l,UIII'I',tll
ITlM
NUMelR
A.
I.
2.
3.
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1.
2.
~ SCHEDULE H
FUNERAL EXPENSES,
AOMINISTRATlVE COSTS AND
MISCELLANEOUS EXPENSES
~
'l~al. P,lnl ~p.
21-97~
------
-"--
DESCRIPTION
Fun.,al bp.nl...
Malpezzi Funera1 Home
Diocese of Harrisburg - Burial plot
Holy CrosR Cemetery - Grave Opening
Admlnlll,allv. COlli'
'.uonal Rep,ellntatlv. Commlulonl
Social Security Numb.r of 'enonal Repr..enlotlve,
Veor Commlulonl paid
Attorn.y F.el - Anthony DeLuca
3, Family exemption
Claimant ..Ja.aire J. PeURe Relatlonlhlp SpouRe
Addreu af Claimant of dlc.d.nt'l death
St,..t Addreu 453 WoodcreRt .ll.Iive
City Mechanlcsbun. _Stale..ll-- Zip Code 17055
A.
C.
1.
2.
3.
A,
5.
6.
7.
8,
-
CharieR F. Sullivan CPA_preparation of 1997 Federal,
State , Local Income Tax ReturnR
Charles F. Sulllvan CPA_preparation of 1997 Federal ,
State Flduciary Income Tax Returns
Chsrles F. Sullivan CPA_preparation of Pennsylvania
Inheritance Tax Return
The Patriot News - Legal Advertising
Proball F.es - Register of Wi.lls - Fill.ng 'Fee
Mlleellan.ous bp.ns",
Charles F. Sullivan CPA_prepsratlon of 1996 Federal,
State , Local Income Tax Returns
Executor's travel expense between Mississippi' PA
Cumberland Law Journal - Legal AdvertiRing
AMOUNT
-
$5,842.00
815.00
675 . 00
75.00
3,500.00
15.00
285.00
1,848.00
250.00
250.00
3,000.00
49.15
60.00
~
$
16,664.15
TOTAL (Allo enler on Iln. 11, Recapitulation)
(II mar. spaco II n..d.d, Inl'" aclcllllonal sh..ts 0' lam. Ila..)
--
..
'. irv.itoJ.., tlUfI
*
co/o\MONWIAUH Of PlNNIYlVo\NIA
INHUlTANClIo\K UIU.N
"IIDINI OICIOI"1
ISTATro;-
Gabr1.e1 J. Pease
SCHEDULE F
JOINTLY.OWNED PROPERTY
-1...::::..-.
J.lnll.."nt(I)'
NAME
A. Tho.as R. Pl!ase
ADDRESS
4S3 Woodcrest Dr.
MI!chan1csburg, PA 17055
I.
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J.lnlly..wned P'Op'''YI
ITIM LlnlR DATE
'OR
NUMBI JOINT MADE DESCRIPTION OP PROPERTY
TENANT JOINT
1. A 8/12/8 4,368.252 Sh. Pioneer
Miel-Cap Pund
2. A 12/31/ 3 2,848.109 Sh. Seligman
COlllm 6 Info
Pund
PILI NUMBER
21-91-
RI~A TloNSHIP YO OICIDINT
Son
TOTAL VALUE DECD'S DOLLAR VALUI OP
O' ASSET ~ INT. DECEDENT'S lNTERIST
i'
501 44,109.00
501 36,Sl~.00
TOTAL (AlIa .nlor on line 6. R""piIUlolionl
III mort '/JDct il n..eI.d in'I" addi,ional ,hell" 0' lomt ,in)
s
81,222.00
..'''~"
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LAS'r WILL AND TF.S~'AMENT
OF
GABRIEl. J. Pl'.llm:
I, GABRIEL J. PEASE, a resident of alen Rock,
New Jersey, being of Bound and dinpo[llng mind, momory and
understanding, do hereby mako, publloh and doclare thIn to
be my lAst Will and Teetament, hereby revoking any aM all
wills and oodioils heretofore msde by me.
~'IRST: I diroct that all my juot debts and my
funeral expenoeo be paid as soon after my death as may be
practicable.
SECOND: All the rest, residue and remainder of my
property and estate, of every kind and description, real,
personal and mixed, and wheresoever the "sme may be situate,
of which I may die seized or possossedJ or to whioh I may be
entitled at the time of my death or over whloh I may IlI,ve
II any power of teetamentary dieposit1on, I give, devi.. and
bequeath absolutely and forever in fee simple to m; wife,
CLAIRE J. PEASE, in the event she shall survive me.
THIRD: If my ssid wife ahall not survive me,
then I give, devioe and bequeath to my Trustee hereinafter
named all the eaid reot, residue and remainder of my
property and estate, in trust, as followo:
A. My Trustee shsll div1de the oorpus of the
tr\let into as msny equal shares ss there are ohildren of
II mina then living nnd deceased children of mine leaving issue!
then Burvi ving.
B. For all purpoBes of thio W111 snd the dis-
position of my estate hereunder, adopted children of mine
(and their issue whether natural or adopted) and adopted
ohildren (and theil' i""Ue whether natural or adopted) of
allY denoelldant of mine ahall he oonni,del'etl and \.I'eated ln
all renpeetn the name sn n,tural children and thotr i""ue.
C. If my "on, THOMAS H. PRAS" , "hall nurvl ve me,
then one of the ahal'en BO divlded nhall he "et apart anti
nhall be held in truBt for hlB benefit for the term of hi.
lIatural life and upon hin desth, my Truntee "hall dlntribute
the l'emainder of the trust to hl" i.Bue per ntirpe. and J.n
defaul t of .ueh l..ue, to my other chlld or chlldl'en or
their i.Bue pel' stirpes. until "uch "on nhall attllln the
aile of twenty-one yearn, my TI'ustee ahall pay to him 01'
expend on his behalf' no much of the net j,ncome derlvBd from
hiB partioular fund as my Truntee may deem advlsuble to
provide fol' hi. maintenance, education, welfare and comfort
and "hall from time to t.lme (at such time. as my Trustee
I deems appropriate) add to the oorpus any surplus income. \
Upon my .aid son, Thomas R. pea.e, attaining the age of
twenty-one year., my Trustee shall pay to him or on hi.
behalf the entire net lncome ofhls fund during the remalnder
of the term of the trust.
D. If my Bon, JEFFREY M. PEASE, shall survive me,
then one of the share a shall be .et apart and held in trust
for hiS benefit. until my Baid SOli, Jeffrey M. Peaae, ahall
attain the age of twenty-one years, my Tru.tee .hall pay to
him or expend on his behalf, so much of the net income
derived from hie particular fund aB my Truetee may deem
advisable to provide for hi" maintenance, education, welfare
and oomfort, and Bhall from time to time (at suoh time. aB
-2-
my death) I and hold fundo ullinveoted, 01' depon:l.t any mOllOya
of my ostate (or of any trunt hereby created) In one or more
sav.lngo 01' other bank" (Includlnl~ tho flduolary) In any fom
of account whatnot' or not lnteroot-boD.ping;
b. Voto thl'ough j,t" officorn, employeoo 01'
agento, in person or by general, limited or diooretionary
proxy, or glve l,ta conoent for any purpone, in I'oopect of
any ntockn or other oecur1tieo eonut! tuting "nneto of my
eotate or any truot hereunder; exerc.lse 01' lIell any rights
of aubocrl,ption 01' other rightn In reapect thereof;
c. Hold two or more truots or other fundo in one
or more consolidated funds, In which the separate trusts or
furlds shall have undivIded intereats;
d. Sell, exchange or otherwise dispose of realty
and personalty publJ.ely 01' privatelY, whollY or partly on
credit or for any considerstlon, including stocl,", bonds 01'
other oOl'Porate obligation., and grant options for the \
purchase, exchsnge or other disposition of any such property;
e. ray general legacieo, eotablioh truots, and
divide or diotrlbute prirlclpal, in klnd or in money, or
partly in each, or by wa~' of undivided intereoto;
f. Delegate discretionary powers to agents,
remunerate them, and pay their expenses; employ and pay the
compensation of accountants, custodians, legal and invest-
ment oouneel;
g. Renew, assign, alter, extend, oompromise,
release, with or without. consideratIon, or eubmit in
srbHration, obl.lgationa or claIms, including tsxes, held
by or annerted against it or whIch af,reot eotate or trust
asaets j
-5-
/'4
IJ,nd seal, tMs 1(P. 'day or June, One thousand nine hood red
and sixty-rive,
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..R.~'~_
TIlE POREGOING INSTRUMllN'l' oonS1S~ng of nine (
pages, this page inoluded, was on the / ro' " day of June,
1965, signed and sealed at the end thereor and at the sa
time published and deolarsd by GABRIEL J. PEASE, the above
named Testator, 8S and ror his Last Will and Testament, in
the presenoe or eaoh or us, who, this attestation olause
having been rirst read to us, did at the request of the aBid
Testator, in his presenoe, and in the preeenoe of eaoh other
sign our nsmes as witnesoea thereto.
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Residing at c', / .7(.< .Ie (I...c"..."'l,f, ..( ,
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LAST WILL AND TESTAMENT
OF
CLAIRE J. PEASE
I, CLAIRE J. PEASE, a resident of Mechanicsburg, Cumberland
county, Pennsylvania being of sound mind, memory and understandil\g,
do hereby make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils heretofore made
by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
states, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this Will or otherwise/
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by rellson of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such benef iciary.
(I-p~ ~. ~4A-
CLAIRE J. PE E
1
,
-1 ~; " "r
,
, ,;
" ". ~
OF
CLAIRE J. PEASE
~ I give, devise and bequeath all of the rest, residue
and remainder of my estate, real, personal and mixed, of whatsoever
Kind and nature, and wheresoever situate at the time of my death,
in equal shares, unto my sons, THOMAS R. PEASE and JEFFREY M.
PEASE, provided, however, that they survive me and are living sixty
(60) days after the date of my death.
ITEM 4-.:..
If and in the event that my son, JEFrREY M. PEASE,
does not survive me and is not li.ving sixty (60) days after the
date of my death, then and in such event, I give, devise anc;l
bequeath his share of my estate unto my daughter-in-law, BETH ANN
PEASE.
ITEM 5: It is my wish that my son, JEFFREY M. PEASE, and his
wife, BETH ANN PEASEr be appointed as Guardians of the Person and
Estate of my son, THOMAS R. PEASE, who is disabled and mentally
impaired.
ITEM 6:
I hereby nominate, constitute and appoint my son,
JEFFREY M. PEASE, Executor of this my Last Will and Testament, with
full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of him in this or any other jurisdiction for his
performance of this office.
() ~t.. ;1' (j~.-d~
CLAIRE J. P SE
2
_,..~ ~"_;_'__4""'~"'.' K-_-.-'._.,
LAST WILL AND TESTAMENT
OF
!,
CLAIRE J. PEASE
If and in the event that my son, JEFFREY M. PEASE, does
not survive me and is not living sixty (60) days after the date of
lilY death, or does not complete his duties as Executor, then and in
suoh.vent, I hereby nominate, constitute and appoint my daughter-
in-law, BETH ANN PEASE, Executrix of this my Last Will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety .is required of her in this or any other
jurisdiction for her performance of this office.
IT.~ 7: If any provision of this will or of any codicil
hereto is held to be inoperat.i ve, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, CLAIRE J. PEASE, the Testatrix, have to
this my Last Will and Testament, typewritten on four (4)
con.ecutively numbered pages, subscribed my name and affixed my
seal this J-'icJ1 day of February, 1997.
C4~A1- ~,a~n
CLAIRE J. P SE .
3
......"'-...--,.,..._~"..
COM~ONWl.ALTH O. ,eNNSYLVANIA '
COUNTY O' CUM'ULAND
}
III
tJ....-"',
.Jeffrey M. Pl!aHI~
...ln9 duly "PI"otn...d ,coor"ln910 I.w, ".po... ,n" "YI lhet h. --1.L,lh.. purRons)
reprcscnlnllvt! 01 the estIll of (;lIhrlld .1. PI'IIRn
1.1.01 4:;3 WOO.~l'I'''R..t Ill'. , M'l.shllnll'lIh1l1"l1_, Cumberl.n" eouRly, .... ..ea....tI.n.. th.tth.
wllhlnl.,n Inventory m.tI...y_ JcU.'ny H. I'nall" __ ,th.l.ldPt!rllonlll rllp,
of the .nllll ....1. 01 uld d......nl, conll"'n9 01 .11 the p.flonll prop'.rly .n" r..1 ....1., lice r,"1 ....1. .uta,...
Ih. Commonw..IIh of Plnnlylv.ni., .n" th.1 Ihl 119U','" oppo.lt. ..ch It.m of Ih.lnYl~ r.pr .nlll'l f.lr Yllu.
'1 of Ih. ...1. of d.c.d.nl'. d..th. /" .
Ind .ub.crl"," b.lolI mo, J~ ~ z.. _
~ helllt., ~ AIII",I"..tr...,
19 ./nffrey H. PeaRll
93 l)lInrlln Ht.
I..."edllle. M1.sHlHnipp1. 394S2
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0.1. 01 D..Ih
12
O'Y
Ft!hrullry
M..th
1997
Y..,
INSTRUCTIONS a c,
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I. An Iny.nlory mull b. fll.d wllhin Ihr.. monlhl .ft.r Ippolnlm.nl 01 perlonal r.pr...nl.II.,..
2. A .uppl.m.nl Inv.nlory must b. fiI.d wllhln Ihlrty d'YI 01 dilcoYlry 01 Id..lllon.I.......;
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3. Additional .h..ts mlY b. .It..h... .. to pllton.IIy or rully
04. S.. Articl. IV, Fid,ucilri'l Acl of 19049.
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COMMONWI;Al.TH 01' PENNSYl.VANIA
DEPAnTMI;NT Of ,,"VENUE
9UREAU Of INDIVIDUAL TAXES
tJEPT260801
HMUllSaURG, 1'/\ 11178-0601
RECEIVED FROM:
I
CHARLES F SULLIVAN CPA
1513 CEDAR CLIFF DRIVE
CAMP HIL~. PA 17011
rOlDHHK
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PENNSYLVANIA
, INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
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. ,
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NO. AA211528 "'V 1I0W III.'"
-
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101-
.~1 .lil"~. 47
---.------.....-
FOl..OIIEFlE ..
ESTATE INFORMATION:
I'Il.ENUMBF.ll
_...2.l.-::1.992':'-O.5.0J:L-......8SN.. 1 ?p.,() 1-0l'\30
NAME OF DECE'OF.NT (LAST) (I'IRSTI
__..,P..EAS.LGABHIEL-.L-.---.-
DArF. 01' PAVMENT
(Mil
,7L..ll-L'l.2-... ....,....---".-----'...--..-----
POSTMARK DATE
,......___,7.10121.5'_.1--______..__.-'.._...._______._______
COUNTY
,.,...,._-CUMBERUUllIL-........---...----...:....--,--.--
DATE 01' DEATH
.__ IV 1 Ol /9" ..
REMARKS JEFFREY M PEASE
C/O CHARLfS F aUI_L I VAN CPA..
SEAL CHECK II 11 <,
<<:
TOTAL AMOUNT PAID
"3.873.47
(-I...j" ,-' 91<
i' i/ iI' l___."r-
RECEIVED BY /:/(1'::1 (', (.' 'Ii J) . ~j /
MARY C. L' IS / / .,,' ,
REGIS1EROF WIl.LS' "/^(,/"
HLni~;llJl 01 WILlD
.-, .~.- --~..-
,
...,....,.. '71"
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r"'''''' . '
;,:. 1$'1'0-//
IUftEAU Of INDIVlOUAL TAXES
11K"IlANOE lAM DIVISion
Dl!PT. ZI060.
HARR.'.~O, PA 1'12'-0601
COMMONWIALTH Of PINNSYLVANIA
DIPARTMINT OF RIVINUI
*'
0'1....
./
HOTICE Of INHEftITANCE TAX
AppftAISE"ENT, ALLOWANCE 0" DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
UV.IU'U'" nt.,,.
10-27-97
PEASE
02-12-97
21 97-0585
CUMBERLAND
101
f'--..' AMount ReMltt.d 1
MAKI CHICK PAVAILI AND RIMIT PAVMINT TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS L1NI .... RITAlN LOWIR PORTION FOR YOUR RICORDI ....
iiiV': iiW'ix..AFji 'iil':97T"iloi'"ici'.oP.i"Niiiii'ifANCi. ;..A'itAPPRA.iiiifiilr;.ALioWANCi.o.limm...... m..
DISALLOWANCI OF DIDUCTIONS AND ASSIISMINT OF TAX
GABRIel J FILl NO. 21 97-0585 ACN 101
CHARLES F SUllIVAN
1513 CEDAR CLIFF DR
CAMP HIll PA
DATI
ISTATI OF
DATI OF DIATH
FILl NUMIIR
COUNTY
ACN
GABRIEL
17011
18TATI OF PEASE
DATI
10-27-97
TAX ftETUftN WAS I (X I ACCEPTED AS fILED
RISIRVATION CONCIRNING FUTURI INTIRIST . SII RIVIRSI
APPRAtSID VALUI OF RITURN IASID ONI ORIGINAL RETURN
1. ft..1 Elt.t. (Soh.dul. AI
2. Stooke end BondI (Sohedul. I)
S. Clol.ly H.ld Stook/P.rtn.r.hlp Int.r..t ISohedul. CI
_. Hartl..../Not.. ft.o.lv.bl. (Soh.dul. 01
I. C..h/lonk Dlpoalt./HI.o. p.r.on.l prop.rty ISohedul. E)
6. Jointly -.. prop.rty I Soh.dul. f)
7. Tranlf.r. ISohedul. 01
I. Tot.l Au.to
I ) CHANGEO
.00
.00
,DO
.00
.00
81.222.00
.00
III
NOTE I To tn.ur. proper
credit to your aGoaunt,
.ull.1t the upp.r porUon
of tn1. for. with your
t.. p.y-.t.
(1)
(2)
151
(_I
(II
(61
(1)
81,222.00
APPROVID DIDUCTIONS AND IXIMPTIONSI
16,664.15
,. funer.l E.ponl../A~. Co.t.I"llo. Expan..1 (Sohodul. H) ('I
10, _to/Hod.... U...illU.I/U.n. (Sohedul. II (101 .00
11. Tot.l _Uon. (111
12. Net V.l.. nf T.. ft.turn 1121
11. Cherltabl./Oov.rnMlnt.l I.que.ta, Non..l.ot.d '111 Truat. (Sohedul. J) (III
1_. Net V.l.. of IIt.t. SUbject to TIN (141
NOTII If.n ........nt w.. i..u.d pr.viou.1Y, lin.. 14, 15 .nd/or 16, 17 .nd II will
refl.ot figur.. th.t inolud. the tot.l of ~ r.turn. .......d to d.t..
ASSISIMINT OP TAXI
11. Aoount of Line 1_ .t Spou..l r.te (11 I
16. Aoount of Line 14 t..ab1. .t Llne.l/Cl... A r.t. (16)
17. Aoount of Line 14 t..abl. .t Coll.t.r.l/Cl..a I r.t. (171
II. prlnolp.l T.. Due
TAX CRIDITSI
PAY"ENT
DATE
07-U2-97
1;;;,."" 11i
64,557.85
.00
64,557.85
.00 X' 00.
64,557.85 X .06.
.00 X .15.
(18)
.00
3,873.47
.00
3,873:4'7
ftECEIPT
NUNIEft
AA211521
OISCOUNT (+)
INTEftEST/pEN pAlO (-I
.00
,873.47
A/lOIINT PAID
TOTAL TAX CRIDIT
BALANCI Of TAX DUI
INTIRIST AND PIN.
TOTAL DUI
3,873.47
.00
.00
.00
. 'IF pAID AFTEft DATE INDICATED, SEE ftEVEftSE
fiO" CALCULATION OF ADDITIONAL I"TE"EST.
( IF TOTAL DUE IS LESS THAN .1, NO pAYHENT IS ftEQUlftED.
IF TOTAL DUE 11 ftEFLECTED AS A "CftEDIT" ICftl, YOU lIAY IE DUE
A ftEp\IND. SEE ftEVEftSE nDE Of THIS fO"" FO. INSTIlUCTlONS.1
J
Jbl-_~
0(:)
RESERVATION' ,.tlt.. of deQI-.nt.dylnt on or b.for. blG....r 12, 1"1 ~~ If any future lnt.r..t In t~ ..t.t. J. trln.f.rred
In pO.....lon or IhJOv.ent to Cl... . (0011et.r,1) bInIfl~l.rl.. of thl dlaldlnt .ft.r the IMPlr.tlon of an_ ..tlt. f.r
11f. .r for v..r., t~ C~lth hertb1 .wpr...lv r...rye. the rllht to ."r.l.. and ...... 'rln.f,r INhlrltenol "X"
.t ,~ l..ful '(1... . '(ooll.t.,.l) r.tw on InV .UGh future lnter..t.
_Of
NOTI(EI To ~ulfll1 thl requlr~t. of I~tlon 21~O of thl Inh.rltlnG. end t.tst. T'M Aot, Aot II of I"'. (lZ P.S.
leaUon '140).
PAYMf,NTI Det.ch the top portion of thl. Notlo. Ind .~It with your ply-.nt to the R.,l.t.r of Nltll ptlnted on the r.y.r.. tide.
_~.... check or IIOMy ord.r p'Ylbll tOl REOXaTD OF MILLS, AGENT
MfUND ((R)I A r.fund of. t,M oredlt, .hlch .... not "qu..ted on t"'raM A.turn, H.,. be rtqu..ttd by o....I.Ung WI "AppllolUon
'or R.'und a' P.~tYlvanll Inherltanc. end E.t.t. T'M" (REV-ISIS), APP1Ie.tlon. .r. Iv.lltbl. .t thl Office
of thl R.,hter 0' Wlllt, 'ny 0' 'thl ZJ R.v.nue DI.trlct Dffic.., or by Cll1int thl .peaill 2~~hour
tn.werl~ ..rvlc. ~r. 'or 'or.. orderlngl In Penn.ylvtnll 1-IOQ-!6Z-20S0, out. Ide Penn.ylvanil tnd
within locI 1 Hlrrl.bur. .re. (717) 71'-'094, TOOl (117) 112-"S' (HI.rlnt liplired Only).
DIJECllONll Any p.rty In Int.r..t not ..tl.fled with the eppr.I.lIIMt, .110WDnCt or dl"llowano. of ~tlon., or .......-nt
0' t,M (Including dl.count or Int.r..t) .. .hDNn on thl. Notlol .u.t objtct within .ixty (60) dlyt of r.o.I,t 0'
thit HoUo. bYI
~.Mrltten prote.t to thl PA D~arttent 0' Rev~, lo.rd of ."..11, ol,t, Z,1'21, Wtrrl.burl, PA 17111.1021, OR
--elaction to hive thl ..tter de"relned at eudlt a' the IIClOCM'lt of thl p."onel rlPrennteUv., 011
--.....1 to t.. Orphtn.' Court.
IIIMI"
IITRATlVl!
e_CTlOMI,
PENAL TVI
,..tU41 .rror. dl.oov.red on thl. .......-nt .hould bI tddr...ed In wrltlRl tal PA o.,.rt-.nt of RIVenue,
Ivr... 0' Indlvldu.\ Taw'" AfTNl po.t ........,t R,vi... Unit, hilt. 21"'., Herri.bur" PA 17121.0611
Phone (717) 711-6101. SII p... 5 0' thl bookl.t "In.truoHon. for If'harltanc:e hM Rlturn f~r . A..ldIn~
DtoedGnt" (RE~-IS'I) 'or en 'MpJ~tlon of aa.lnl.tr.tlvaly corracttbl. .rror..
If eny tax due It p.ld within three (J) ce.__r IlDnth' after tN dacadent', dHth, I fly. parc..t CIX) dhoount of
thl t'M paid i. .llowed.
TN IIX t.. .....ty non.pertlclp.Uon peM1tY 11 c"fi'Uttd .,. thl totll of thl taM Met Inter..t ......., end nat
,.Id blfara Jenuery I', 1"', the 'Ir.t d.y after t~ end of thl t.~ .-nI.ty parlad. Thi. non-p.rtlol,.tlon,
plMlty h .......Itbl. ',n the ... lIIMIr Ind In t~ thl .... U.. per lad II you *>>Uld .....1 thl tlM end Int.r..t
that hi. bMn ......H '1 tnellcatlld on this noUc..
DISCOUNT I
IMTEItIIT I
Jntlr..t II charttd baglMlnu Mlth flrttdllY of .1I~y, or n,Ine(9) IOI'Ith. end OM (1) Illy fro. the nta of
..th, to the Ht. of "YMnt. T'M" liIhlGh _... .1I~t blfort JlnUlry 1, ..II....' Inter..t .t the ret. of
.ix ('Xl "roant ,.r If'InWI cllou..tad It . dally ret. of .D'01~. Al1 t.M" ..tlif!h _... _1I"....t on Ind eft.,
Jlnutry I, I'" will batr Int.r..t It . r.t. which will v.rv froe c.l~r v..r 'to cliendar ~r Mlth that r.t.
ennouno_ by thl PA Dltptrtlllf'lt of RlvtnUI. The tppllctbl. lnter..t "t.. for iM' through 1991 .nl
'WI: Intere.t R.t. Dallv tnt.re.t FlOtor 'WI: Int.nlt R.t. Dlllv Int.re.t Factor
1912 10k .OOOS~I 191' Ok .0"24'
I9IS Uk ....0. 1911'1"1 Ilk .111501
1914 Ilk .DlOIOI 1"1 .k .00U47
t9l. Uk ,OOOSH 1"5-1994 1k .oooln
1.16 Ilk .00017' I"S-I"' .k ..OU47
--lnt.,.II' I. oaloul.tad .. fo)1ow.1
IN'l'IIDT . IALANCE OF TAlC UNPAID X NUllI.. OF DAYI DELINqUENT X DAILY IH'I'EllDT FACTOI
~4AnV Motl.. I.tutd Ift.r thl t.. bIG.... dt.l~t will r.f1ect en Int.r..t c.loul.tlonto fiftlln (11) daV'
beyond the _ta of thl ......Mnt. If ,.~t 11 ..... Ift.r thl Intere.t cotpUt.Uon date ahoWl on the
Notlo" "'ltl~1 Intote.t .utt .. c.loul.tad.
alm.j \. '
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if~ ~ ~il'~ "". ",._ -eo. ,~_ L _ ~ ~.: I ' _ . _ _ I,'
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cr5
Chlrle8 F. Sulllvan
Certified Public Accounlanl
C.rtlfl.d Plnanclal PI.nn.r
1513 Cedar Cliff Dr.
Camp Hili, PA 171m
.
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(ill)
FI' ;oroo(J(
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'97
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liS. SUE KREN
REGISTER OF WI~LS
CUMBERLAND COUNTY COURTHOUSE
ROOM 102
CARLISLE PA 17013-3387
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