HomeMy WebLinkAbout97-00592
AEV:1010 EX . (~-01)
COMMONWEALTH OF PENNSYLVANIA L
INHIJIITANCI TAlC RETURN
RIIlOlNT OIelOlNT
IIIn'ATIl OF -='-
SCHEDULE Q
TRANSFERS
PLEASE PAINT OR TYPE
FlU! NUMBER
8amJel P Hanlin
TIlIIICH, MUIT II COMPLETlD . FIU!D IF THe ANIWlR TO ANV OF THE QUESTIONS ON TIll! REVIRIE 1101 OF COVIR IHEIT II VEl,
DEflCRIPTION OF PROPE.RTY DECO. DOLLAR VALUE
ITEM Include nlme 01 the IrIOlI...., lhelr EXCLUSION TOTAL VALUE % OF DECEDENT'S
NO, rlllllon.iitiilo decedenl, dll. 01 trln.!II, OF ASSET INT. INTEREST
.
1 On 6-6-96 the decedent and his 0.00
spouse, Billie L Hanlin, created
Inter-Vivos Tmat No, 3033BN with
Menon Bank N,A. Please note that
an assets transferred to the trust
were jointly ~ed longer than 1
year prior to the decedent' 6 death,
Value at date of death -
$353,607.06
Q:Ipy of InstnllT'eIlt attached ,
,
I,
.
,
- TOTAL (Aloo .nlll on line 7, RooRDllul.llonl .
0.00
(It more .p.c. I. n..d.d, InRln .ddlllonll .hoel. ot Dime .IZ.,)
PA11101 NT. ""A
COPV,loh1 Form. Soflwl" Only, 1814 NllleD, Ino. NI.PAIO!
REY...1"t u.. (7....)
L SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELlANEOUS EXPENSES
--
Pi.... Prlnl or Type
FlU! HUMI!R
COMMONWfiAtTH OF ttENN8VlVANIA
INHIRITANCI! TAX ~lTURN
AUIClENT ~ICEDENT
. llTATI! Of'
sanuel p Hanlin
ITI!M
NO,
~ FUMW,'~n~:
Dl!SCRIPTION
AMOUNT
---
1 Fogelsarger-Bricker Funer'al Hare - atate11'ent
5,565.50
I, Admlnl.tr.UV' eo.lI:
1. Pereanlll R.pr...ntallvo Commleelon8 500.00
Socllll security NumbOr ot Poreorlel Reprosentatlve:
Vo.r Oo""".8Ion. pllld .
2. Anorney F_ 0,00
3, FllTity Ex~tIon 0.00
Cllllmant Re'atlon.hlp
Addr... ot Cllllmanl .1 d/Kledenl'. de.th
Sir'" Addr...
CIIV_ Stale Zip Code
4. Prob.te Filii 0.00
C, MI.....lanoou.Explln-:
1 Cl06~CbStl'l 100.00
TOTAL ....80 enter on line e Roo
(11 more ....c. I. naeded, ,nHII .ddlIIon.1 .h.." of 11m. "1.,)
.
6185,50
PA1."1 NTF '21'
ccpytlllM Fo,m. ScHwa'l Only, 1n~ Nllco, Ino. Nt4PA111
'\.
~ ....,,""....y.,.
'q./j': St~
~
./>0
<./
-...~ -'~
~~a~'t~
~~ c/
~8
......
s.]
, 6'6'.s
1Il, ManRllemenll'.'ovlsions: We BIIlhori1.e our trustee:
A, Relain/lom!: To retain and to invl1st in any form of real or personal pl'Operty
anywhere which, in 0\11' tr\lstee's opinion, is appropriate tor 0111' tnlsl, withollt
being required to diversify;
'. B, Nominees: To hold property in the name of a nominee. We have been informed of .,
SEe Rule 14b-!(c) which enables corporations for corporate communicalion
porposes to learn the identity and holdings of the beneficial owners of the
corporation's securities where securities are held by lfanks and registered in
"nominee" name, We direct that 0111' trustee not disclose the information to those
,
corporations;
C, s.dlL\...na: To sell at public or private sale, to exchange or to lease for any period
of time, any real or personal property, and to give options for sales or leases; and
D. Distribute: To distribute in cash or in kind.
These provisions shall continue in full force until the actual distribution of the property. The
investment' provisions and all ili'e other provisions, authorities and discretion given under our trust
shall be in addition to those granted by law, shall continue until the distribution of the property,
shall be exercisable without court authorization, and, unless exercised in bad faith, shall be
conclusive upon all the benefic}!Iries,
.',.'
IV. Protective Provlshll1: To the greatest extent permitted by law, before actual payment to
a beneficiary no interest in income or principal shall be (i) assignable to a beneficiary or (ii)
available to anyone having a claim against a beneficiary.
~ ,
. .
V, f'\ccountln2: Our trustee shall send us statements at least quarterly showing the trust's
transactions, Unless both of us are incapable of handling our own affairs, one of us must report
any errors to the trustee, Including the non-receipt of a statement, within 90 days after we
normally receive a statement. Otherwise, we, at our trustee's discretion, may be deemed to have
accepted the transactions as stated.
VI. Provisions Rel!ardlnl! Our Trusle.!;: We direct that:
A. Instructions: Our trustee may consider oral instructions as if they were written as
long as our trustee believes in good faith they are genuine and any distribution is
made only to either of us or to any account in which either of us has an interest;
B. C;onflicts of Interest: The fact that a trustee is active in any aspect Qf Ihe
investment business as that business is broadly understood shall not be deemed a
conflict of interest. Purchases and sales of investments may be made through any
department or affiliate of our trustee. 'Our trustee may pay the firm its usual
charges for the service. Any income beneficiary or his or her legal representlltive
. may cancel this power by a writing delivered to our trustee;
-2.
/!j-: It{ I-II
IUREAU Of INOIVlDUAL TAMes
1NHl!:IUTANCE TAX DIVISION
DlPT, zaG'"
HAMIIIIJRQ, PA l1lZa~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUI
'*
cI/
NOTICE Of INNeRITANCe TAX
APPRAISF."ENT, ALLOWANCe OR DIShLLDWANCE
Of DeDUCTIONS AND ASSeSS"eNT Of TAX
It'I-li4''' ."....."
MELLON BANK NA
ROBERT G CHASE
PO BOX 7899
PHILA PA 19101
DAT! 10-27-97
!lTAT! OF HANLIN SMUEL P
DATI OF DIATH 10-19-96
FILl NUMIIR 21 97-0592
COUNTY CUMIERLANO
ACN 101
L A.ount ...1 tt.d -1
MAKE CHECK PAYAILI AND RIMIT PAYMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWIR PORTION FOR YOUR RICORDS ~
illv:Uitj-iX-Apji-Co':9'iY"iioYici.o;-YNAiiiifANci-"'AX.APPilAiiii4iiir;.Ai.i."liiiANCi.iili.....----..m---
DISALLOWANCE OF DIDUCTIONS AND ASSESSMINT OF TAX
!lTATI OF HANLIN SMUEL P FILE NO. 21 97-0592 ACN 101 DAT! 10-27-97
TAX RETURN WAS I (X I AccePTED AS fILeD
RISIRV TION CONCIRNING FUTURE INTEREST - 8EE REVERSE
APPRAISED VALUE OF RETURN lASED ONI ORIGINAL RETURN
1, R..l e.t.t. ISoh.dul. Al
2, Stook. _ Bond. (Sohedule II
S, Clo..l~ Held Stook/p.rtn.r.hlp Int.r..t ISohedul. CI
4, Nort...../Not.. R.c.I.obl. ISch.dul. 01
5, C..h/l.nk D.po.It.I"I.c, P.r.on.l Prop.rty (Sch.dul. EI
6. Jointly o...td Prop.rt~ (Sohedul. 'I
7. Tron.f.r. ISohedul. GI
I, Tot.l A...te
I I CHANGED
NOTE I To in.ur. proper
oredit to your ~Oount,
.ub.1t the upp.r port.lon
of thl. for. with ~our
t.liC p.y.....t.
,DO
.00
.00
.09
60 I 05(..73
,00
.00
181
Ill_
IZI
ISI
141
ISI
161
171
60 ,05i.:.ll.
6,185.50
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral E)(pan.../AdII. cOltl/Hila. Expen... -:Schadula HJ (,)
10, _h/Nort.... LlobUIU../Lion. ISchedul. II 1101 ,00
11, Tohl o.cIuoUon. 1111
12, Net V.l... of T.. R.turn I1U
15, Ch.rU...l./Oo..r"...,t.l I_.hl Non-.l.ct... 911S Trud. ISoheclul. JI llSI
14. Net V.l... of eat.t. Subjoot to T.. 1141
NOTII If.n ........nt w.. i..u.d pr.viou.1Y, lin.. 14, 15 Ind/or 1', 17 Ind 11
r.fl.ct figur.. th.t inDlud. th. tot.l of ~ r.turn. .......d to dlt..
ASSISSMENT OF TAXI
11, Aoount of Line 14 .t Spou..l r.t. (III
16, Aoount of Line 14 t..obl. .t LIne.l/Cl... A r.t. 1161
17, Aoount of Llna 14 t.....l. .t Coll.t.r.l/Cl... I r.t. 1171
II, Prlnclp.l T.. Duo
TAX CREDnSI
PAYMeNT
DATe
, lAIl 1;,0
53,869.23
.00
53,869.23
will
.00
.00
.00
.00
53,869,23 X .00.
,00 X .06.
..:!!!. X ' 15.
nil
RECeIPT
NUNI[R
DlSCDUIIT 1+ I
INTeReST/PEN PAlO ('1
AIIOUNT PAID
TOTAL TAX CREDIT
IALANCI OF TAX DUI
INTERIST AND PIN.
TOTAL DUE
.00
.00
.00
.00
" If PAID AfTER DATE INDICATED, SEE REveRse
fOR CALCULATION Of ADDITIONAL XNTeREST,
C If TOTAL DUE IS LESS T"AN .1, NO PAYMeNT XS RE~XRED,
If TOTAL DUe lS RE'LeCTeD AS A "CReDIT" ICRI, YDU "AY IE DUE
A REfUND, seE REVERse Sloe Of TNIS 'DRN fOR INSTRUCTXONS,)
R\!IEI!\IATllllh
PlIlI'OR 01'
MOTlCEI
PAV"'NT I
REfutrD (CJt)1
OIJECTlONSI
ADMIN
IITO.TlIIE
CORRECTIONS I
DIICCQfI.
_lTV.
INTmlT1
.,'t,'\j
,Gu
, ,
E.t,ta. of deo-"ntt d~int on .rbefor. Deoalbtr 12, 1..2 ~- if In~ future lnter..t J~ thl ..tata 1. trenlf.rred
In pa....tlan or enJov.ent t~ Cl... . (00Jllt'ral1 blnaflol.rl~. .f thl ~cedlnt aft.r the IMplr"lon .f InV I.t.te for
llf. or for v..r., the c~lth hareb~ IKPr..tlW r.t'rvI' thl rllht to tppr,... ~ ...... ',,"'f.r IAherltenol 'I."
~t the llW'ul Cl... I (0011It,ra.l rtt. on inw.uch future In'.r..t.
To fulfill the r.~lr..-nt. of Slctlon 21~O of thl Inheritance end E,t,t. Tlx Aot, Aat 21 of 1995. (12 P.S.
SeoUon 9140).
OIt~ t~ top portion of 'hi, Notlc* and .~It with your ply..nt to t~. R'II,t,r of Willi printed on the rav.r.. ,Ide.
~_"_. check ~r IIOnfllf' ord.r Plv.11 tOI RECISrER OF MILLI, AGENT
A I".ft.nd of . tll( credit, lIlhlch .... not requllttd on thll TIlC: R.turn, "Y be rlqutlltld by ClllMlPlaUng In "Appllc.Uon
for Rafund of ,.nn.vlvanl. Inhldtenca Md ht.t. Ta)C" (REY~1SU). AIIpHcaUon. .r. 1\,I,Uel. It the OffiCI
of thl Rlll.tlr of Will., anv of the 2) A.v~nuI DI.triot Dfflc.., or by c.~llng thl .p~I,1 Z4-hour
en.warino .arvic. nuabar. 'or for.. ordering I In P.nna~lveni. 1-100-362-2050, outalda Pann.v1vanl. Ind
with~n 100.1 HarrllDUrl .ree (717) 711~IO'" TOO' (711) 772~ZZ52 (Hear In. lap.ired On1y).
Any Plrty In Int.r..t not ..tl.flad with tha ftPprll...-nt, IIIUMano. or dl.,IIUMano. of dlductlono, or .......-nt
of t~M (inoludlnt dl.count or Int.r..t) .. .hown on thl. Notlc. au.t obJlCt within .IKtv (60) dav. of r~.lpt of
thl. MoUa. bYl
~-wrltt'" prot..t to thl PA OIP.rt-.nt of R'venue, loord of ,pp..I., Dept. 211021, ",rrllburl, PA 17JZ.-I0tl, 01
u~IIClU"" to MV' the ..tt.r det.r.lned .t audit of thl ICcount of the perlonel rapr'llf1tIUV., OR
-.."..1 to thl Orp~.l Court.
,.t...l .rrorl dlsCOVlred on tMs ......Mnt .hould be IIddr...ed In writing tOI PA DaplrtHnt of Rev..,..,
lur..u of IndividUal T.x.., ATTNI po.t A.......nt RavllN unit, Dept. Z10601, Harrllburl, PA 11IZI~0'Ol
PhonI (117) 1'1-'505. S.. Pili 5 of the bookl.t "In.truotl~. for Inhlrltano. TIM R.turn for' Ra.ldlnt
Dac~t" (REv-lSOl) for an 'MPlenatlon of ~Inlltr.tlvlly corraotlbll .rror..
If any tlX dull Is p.ld within thr.. ()) c..llndar IIDnth. .fter thl dIolMnt~. ..th, I flvl percent (IX) <<"HOWlt of
thl t.M paid I. .11~.
The 1SXtalC: ___.tv non~p.rtlclp.Uon penelb h COllpUtad on thl tot.1 of the t.M and Int.ra.t ......ad, and not
p.ld blfor. Jenuary 1', 1"6, thl fir.t day .ftar thl end of t~ t'M ,,",.ty p.rlod. Thl. non-Plrtiol,.tl""
peMltv 11 .....1..1. In the ... Mr'WMr and In the the ... UM period .. you MOUld .....1 thl to Ind Int.r.1t
that hi' bHn ....... .. Indluted on this notlc..
Intentt I. char.. bell""lnt with flr.t dav of dellnquaney, or nlM (9) ""tht and one (1) dav 'rOIl thl dat. of
..ttI, to thl date of PQMnt. T'M" Nhlch bM.. delinquent before J......ry ., 19112 blar Int.r..t .t the nt. of
..hI ('~) parc''"t Plr ~ calcu!.t_ It . dally rat. of ,.000164. All t.M" which ... dellnctUMt on end after
Januarv 1, 1..2 will blar Int.re.t .t I r.t. Nhlch _Ill vary frDl c.lendar y..~ to c.lendar y..r _Ith thlt rat.
announced by thl PA o.,.rt.-nt of R.venue. ThI appllo..la Int.r..t r.t.. 'or 19.2 through 1991 .r'l
'W.!: Int.r..t R.t. O.lh Int.r..t Factor X!!r Inter..t Alt. Dllh Intar..t Flotor
1911 lOX .000541 19.' 'X .000241
191. IU .00041. 1'11-1991 llie .00OJOI
1914 lIZ .000501 1991 'X .000241
I'" lSX .000S56 199'-1994 'X .000192
I'" lOX .000274 199'-199' 'X .000247
nJnt.r..t I. c.laulated .. follow. I
IIlTIRUT . BALANCE OF TAX UNPAlD X II1J1lIER OF DAYR DELINQUENT X DAUY INTERUT FACTOI
~~AnY "'tloa 1.1UId after thl t.M b1c~. delinquent will r.fleut In Int.re.t oalcul.tlon to flftllft (15) daYI
blyoM tM data Df thl .........,t. If P'VllAt I. .... .ftar lna Int.r..t COIIpUtlUon data Ihown on the
NItta., additional Intar..t lU.t be cIlcul.t...