HomeMy WebLinkAbout97-00627
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IJI~'I'ITI()N 1"OIt IJIWIIA TIC "lid GHAN'I' Ol? L,E'I"I'EHS
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Vollr pelhhlllcr(S), wh\lls/i\1'& I H Yl'urs ul' IIUU 01' 'oldur un Iho OXUUIII.t::i.l<
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uflcr uxu"lnloll 01:111\'.\\'111 ulTurud for pl'obnlcl \VIIS nOlllw VICII,11 of u kllllilll nnd WII! nevor 1Il1jlldloAled
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(II' \I\lIlIl~lIed,llll'u,). . ^lIliorsonul propurlY " $ J.Uf>,1[!!g11 ,~()",'
(h'nul d(}l1\lulI.1d'ln I'u,) l'orson"1 proporlY IlIl'ollllsylvUllltl $'
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Vulllu or l'oRI USlllle In l'unlls)'lvuwll"" ,So ~O~~,,(),N>
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OATH 01,' .)It.~SONAl4 IUWlmSEN'I'ATIVE
COMMONWgA,LTlIOFI'ENNSVI;VANIA }' l::I/:l
COUNTVOJt' ....a.u1i1JU.I2LI1AJb , '_'
Tllc I1Plllllll"II(H,lIhl\W'lit\II'~\I,swuur(s) llI' ul'l'lrlll(s) 1IIIIIIIIu SIUlcll\ClIlS III ,I he furullolnllpellllounro
1I'lIc 111\(1 CUlwcl UHllu hcsllll' ,II,' IillulI'lcdllC IIlId,hollul' of pcllllollor(S) und IhlllllS llor~onlll foprolon'
1IIIII'c(s) u!,llIvl'IHII'C dcecdut\l Iwjlllul\ur(s) II'lIlwull:11I 11'111)' 1\(,1,91IUl!.!.UI' lI~uSlllle lIucordlnlllo IIIW.,
.. S\\,'~lfI,r I,ll, 1.l1',lIrf'lI'lI\Ud.s.\\~ 1,II,'IJ~rlbUd 1" ., 0_ .i,2ll.k:~.c\..~","- I
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:O~MO~~~VLVA~IA
DllPARTMeNl Of' REVeNUe
OaPT,7!0601
I ,~,.
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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T ue, p ATlwnHTlIB
RBOIS11lR OF WILLS
7 P.
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'-. .
0, 2,Buppl<lmenlal Relum
o 4e, PuIUnllnl~nl4t Compromise 16I00IdllIh....Il,Il~~
tJ ", De<:edenl Malnlalnod a LMno TIIJIIf'khCOl'101T,",u
010, BpoUsal Pova Cnldn'dllloldlllh""","NI,II ond 1"'011
l;
o 3, Remelnuel RelUm 1610 01 dIlIh "'" b 1l,IHlI
0' 6, podera! EI\ftle T~ Ra~lm Requited
Q. 6, Tolal Numbor of Bafe DlpoI<< Boxes
011,S~lotaxunderBao,eI13A \AlLt<lllohOI
I
L
(. CI..OU .$lrte ,eb.
M~cHIINlaS8#f(,r,., P/I
r: F' I.d
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/~~SS" .
:'\'1,\;
1, Real ellalel8d1e<lu,", A)
2, BI0ck4 and BondI (B~tdu'" B)
(1)
(2)
@
14)
,
, I q '$', ,() () /::) I " ()
t'i
c. ~ l
(;rr(l;.rl);~i! lll1l'1
,I"
, (If)
'I . CJO
I .,IN?
1 r ~<3.:;"/ I
. () t?, I
dll!
I. un
/q 5"IO~3".:;"J
I
~
3, CIofIIy Held Corporollon,PlrinOnlhlp 01 Bo"'.Propr1llotlhlp
4, Mot1g,ges & Nolos Roeelvab'" (e~edule DI
6, Cash, Bank Depoaltl & Milcel~nOOUI PetlOnel ProPlrty
IB~odule el
6, Jointly OWned ProPlrty 18d1e<Iu'" F)
7, Inle,.VIvOl TtlInlfetl & MilcellanUOul Non.Probale P'OPlr1i
IB~odu'" Cl or LI '
8, TOIlI Oroel AllOle (tolal Lln..1.7)'
e, Funeral eXPln..1 & Admln~lt1Itive Coo1l18d1e<lu'" HI (8),
10, D.bll of Doeedln~ Mot1glee Llablll\ltl, & L"'nl (Schodu'" I) (10)
11, Total Deduollonellolal Llnel9& 10)
(11) " :J' r f) It> ;2,. I I
-
(12) 1/9 (; ; II,/', D/ ~
'(13) ()O
I' .
-
(141 , / e; () 1 1'1. I , I 0
(16) ,oj .f) ()
,06 (16) .() 0
,16 (17) ).8 , 5"" f. I 7
(18)
"<)
t.)
, ,
',I
\0
16)
(81
(7)
~ ;1
(e)
[,I
,f", P b ;:1... I I
,Of)
12, Nel Vllue of SatatllLlne e mlnul Llno 11)
13, Chlntab'" end Clovemmen\lll8oqlJtl\llBed 8113 TNIII 'o'wh~ en election to IIX hiS nol boen
moae (Bchedu'" J)
14, Nel VII~I ,ub/lOl to Tlx'(Llne12 mlnul Line 13)
16, Amounl of line 14 taxabll
01 thUpousal \Ill nUe I I
B9IlnllNo1~nl on raverie Ilde for appilQab'" Plloolitllge
18, Amounl of line 14 taxlble
el8%rala I I
17, Amounl of line 14 taxlble
6118\\ 1110,
16, TI. Due
19,
, p,,,
x ,0
. IP "
I I 'I 0, If ~ / . 10
x
x
1'1_-
ADDRBBS
(p C\l>WoeY ~ d ,
f()t.e.\,~., '.ell I>u.\'<t-. I? A- \ 1 "S~
IP 17fJ;l.5
. ,
(1) OI.~. 5'p 'I, 17
Tolal CredltB (A + e . C ) (2)
1 :f~hrG,t "" "'" ~,rer""',~~ lIf." ~~i5m&"t.
TotallnlerOIVPena,llY (D' E) (3)
.~, If IIno 211 grealer then line 1 . line 3, enler the d,"aren~, Thla,II the OVIlRPA VMIlNT,
Oheck ~ox on Pag. 1 Lln'11 to requeel a refund (~)
6, If line 1 + line 31a grealer IhBn line 2, enler the dlfferance, Thla IlthB TAX DUEl, (6)
II, Bnlor Iholrltereal OR the tax due, (M)
e, Bnter thB lolal of Line 6 . M, ThlB la Iha BALANCEI DUEl, (6e)
~8ble 10: REGISTER OFWILL~ AGENT
~E1 POL~~ING QUEl8TION8
BV PLACING AN "X" IN THB APPROPRIATB BLOOKS
1, Old dOClldlnt make a tran.fer and: VIS
8, retaIn the UB' or Income 'of the property tran.'erredl'lj'''''jH''Htj'''''''IIIl;Il'HI'''''I".,It''""'H"'" ~
b, reteln Ihe right to dellgnate who ahall ula the propeny tranaforred pr Ita Inoomel ","""'"''''
0, rataln. reversionary In, tere.t: ,or ".""""",,,,,,,, "".""""",,,,,,,,,,,,,,.,,, '111""'1'111110"" "''''''''''''11''',
d, receive the promise for life of either peymentl, beneflta or cere? '"''''''''''''''''''''''''''''''''''''''
2, If death oCQurrad on orbafore Deoember 12, 1982, did deoedent within two yearl
pracedlng death tranlfer propeny wlthoul receiving adequate oonllderatlon? If death Doourred
eller Daoember12, 1982, did decedent tranl'er propeny within one year ofdelth Wlthoul i
receiving adequate conslderatlon? I ."IIIl"'''''''''Uj.''lt'',HtH""."j,I",..I.tt't'',,,'''''II If.., ,. ,"""1 ",,,,',,;1,' 0
3, Old decedent own an 'In truet for' or p~yableupon death bank aooount or 8eourlty
4, ~11;I~ec:e~:~~:~~~~' i~'di~jd'~'~'I"~~'il';~'~'~'ri't"~'~~~~~t:' ~~~~iiy: :~~. ~ih~~t ~~~:p~!~tb'~'t;~' '~I;~~~t~y?:::: ,8
IT
BTATS P.4
~N()/..H
TIIIPlymentt and Credits'
1. Tex Due (page 1 Line 16)
2, Credll8IPaymanla
A, Spouul Poveny Credll
S, Pllor Paymentl
C, Olmunl
()
()
p
3, InteralVPonally If appllceblB
D,IRIBrelt.
B, PanBlly
(l
---
No
;
IXI
~
72 P,S, 09118 (e) (1,1) (I) provided for t e reduat on of t e taK rate Impose on the nit va ue of Iran. arfto or for the Ute ,0 t e
aurvlvlng IPOUte from 6% to 3% for dat88 of death on or aller July 1, 1994 and before January 1, 1998, " ,
72 P,S.19111l (a) (1,1) (II) provided for the reduotlon o/the rate imposed on the net value 01 tranafetlto or for thl Ute of Ihl lurvlvlng
apouee from 3o/q to 0% for dat88 of death on or aller Jen~lry 1,1998, The Italule doas noteKemot a ,tranafer to I aurvlvlng apoule
from tax, and the ItalutoryrequlrllfTlent. for dl.olo.ure of aeeete and flllng a tax retur(1 er8,ellll appllOitble eVln If the surviVing ,poule
II the only beneflolary, "
FOR DATIlB OP DBATH 01'<1 OR APTBR JANUARV 1,1188. Pleaae an ewer the fDllowlng queetlon by plaolng an 'x'ln Ihe
epproprlate Ipaoe"
Old the deoadent oreate a trual or ,lfTlllar arrangement whloh luollly for Ihe lurvlvlnll !IpOUI8'a benefll for hll orh.r .nllre
lIfatlme? Ves 0 Nil )Bl, ,
If you anlwered yeB to the above queatlon,tha tax on the truet or almllar arrangement la poetponed'untlllhll death of thl!18l00nd
Ipouae, et whloh time II will be fully taxeble at me rete(a) applloable to the rernalnder,beneflolary(lee). Bnter the value olthe truel on
Sohedule J. Pan II, In ordllr to remove II from tha oalculallon Df tha laK due In Ihla Istata, VllU may wl.h to flIe Sohldull 0 In ordlr to
make the elaollon available under Saollon 9113, If the election la mede, the trust or elmller arrangemenlla tlxed Ih the 88tala of the
fltlt deoedent epoulO, the ponlon of the truet or similar arrangement whloh beneflts the aurvlvlng spouse Is taxed at the lero tax rata,
end the remainder IltaKed at the rete(a) applloable to tha remainder beneflolary(lee),1f you ohoose to make the elllatlon, you muet
aUsoh Sohedule 0 tc a IImely.flIad teK return, along wllh Sohedule(l) K and/or M In order to ehow the apponlonmlnt of thl trust llr
similar arrangement betwelln the eUNlvlng epouee and the remainder bllneflolary(llIa),
. I ,..
I V,llllI" VIII .
COMM,ONWIAI1II O'~INNIVlV~NIA
IN~"lb~N I 'tr,k RlmRN
SCHIDULI H
fUNeRAL expeNses,
ADMINISTRATIVE COSTS AND
MISC:BLLANEOUS EXPENSES
ClA rHl;"telNE M, Gt:1 W/f1/J
;l1..q7-&'~7
ITEM
NUMBIR DESCRIPTION
A,
,8,
C.
1.
2.
3.
4,
6,
6.
7.
8,
1'.
1.
2,
3,
PI/n.ral bp.nl'"
I<"i~ht~ F'lAnera,/
,
HMI~; II~/,.r/''rw-
AdmIRI.lratfv. COlhl
Plflonol R.pr..entatlv. Commllllon' '
Social $.curlly Number of Personal R.pr..entallv81
V.ar Camml..lo"1 paid
Attorney F.e, CIt.~/IJ 1f:'.sh,.~f,/1J ';IIr ca.. pt... e.crt111t,rh.-\-l',,1' I/.l\~ ~~
~'~~r..~~r~ey' ~e~ \11'111 b& #.~ "'^ 'lo"'ff\&",c",..1 ~~,.....+. 'pI
Pamlly Exemption
Claimant AJf}A{E. Relallonlhlp
Add,... ~I Clalmanl 01 d'Cldeat'l death
SIr"t Add,...
City
Slate
Zip Cod.
4. I P,obal' FII' 4WI Shil,.-I c4rtl~C:A.Hif
MIIe.IIc,n"aul bp.null
Air.rfIJI".} In #4 Harrl.t.lArj (l1-.fr,. W~.t
fldVi~fr,;'!J /11 11-.. C14m ~cl"l.r1d ~f..l,I.I Jl>l.4rllCl.1
G"'''r~' C. a/Cl.lI.u" ~&..I rast""te A<fP,...Iu./.
IM",.kll/4) 'f1"p4ft ftt
'fN/'n; ffl fpr ~htt';f4t:Ct "^-I' ~~rn
'T:N.A-Wff~(,t /ie btC4l/dtpf' fi'/~1I1I'al d/s~"If~Mf /n h~
ph"tP,~Pfl'" H, (i,CUl1IlIntJ p{ f.,'tlr;ef(. (d afl/l,.IA,IfJ..
BlI.rb..rc:l W\6e... \"'e'Il\\'o",,,u''''~,,,t t-r nl>r..."~ f..,,4S w:tnts:p
4011""1\ \Al!II
TOTAL (AI,o enler on linG 9, RlCopllulatlonl
(II marl epan II n..d.d, In,.rt additional eh..le olea.n. el".1
AMOUNT
Ie '
31 n"l/) ,
Wit-I jI~lJ.
1!lF~r:z.1I1!t>
NO,vS
" 1'1, ~irJ.
.
S,?, II
""0/ Q~
I~I'/ (II)
'-/7S',1I~
?4/G. ~f)
~ ()(). $'t)
" .J, .$"b
P oS. DO
$5; ~~a. II
t I' ,
.
,
CI,AUSICllIUML ItS'I'ATE AIIIIllAISAL&
. ~''1'E ANALVSIS
.
.
Subjoot propor!)' Is locntcd on tho soulh side (lfpusty Lllne (II prlvntorotld) wost of Lnmb's Gllp
Road In Hnmpdon Township nnd Is known lInd n\lInbcrcd liS 2310 Dusty LlIne, finolll, Cumborlnnd,County,
PA,' ,
The trnot, whon purohllsod In 1948, oontlllnod 47 noros and 141 porcheB or 47,88125. aores,
Subsequent SIlIes of II 17.79 acre pllrce! IInd a 1.23 IIcre pllrcelllndpurchllse ofn .48 nore plll'colshould ,Iollve
1\ totnl of29.34aores, A:ddltlonnlly, a SO' wide by 1096' rll!ht-of-Wny hl18 beon srnnted aoross the center of
the property to.acooss the 17,79 acre tract that wns previously sold. However, the Cumberland County tax
rllcordB show t~e property ns hnvlns 27.78 acres, Which IB the amount of ncrenl!othnt will be usud for the
'purpose of,thls aJlprnlsnl. A ourrent survevls recohllnend~he 99~e\lt Qorel\lIe an~ '
~', TopographY Is sloped and roiling with an ovornll no,rlh to south downward slope,
. Utllltleslnelude electrlolty lIlid telephone with prlvnte sewer nnd prlvnte,wllter.
, Zoning of the property Is R-C, Resldentlal-Countrr,i Perml\teduses Include slngle~famlly detached
dwelling, publlo plll'ks, agriculture, nnd hortloulture uses" Condltlonnl uses Include churohes, sohools,
reoreatlonllllll'ea;camps, greenhouses, nnd nurseries. ,.The subjeot use as a Bingle fllmlly resl~,encols l\
pennltted use with tenant resldenoes a preexlstlnS non-confonnlng use, An extraot of ttw applloable zoning
regullltlon Isatta,ohed at the Addenda, Based on Infonnntlon obtained fromMt'o Spensc, Towilshlp Ensineer,
sulxllvlslon of the land on a private dirt road Is not pennltted. Highest and best use Is dee,med to be use as
a single family e,state type 'resldenoe or IISBemblage with oontlguO\IS trllcts fot Mure potential development,
Proximity ot Hazards and Flood Inf(lrmatlOlI The appralBer has 110 knowledge of underground
storage tanks, or hllZlll'dous materIals on site, In the soli or subsoil. or gases founded It, ,the environment such
~s toxlo WllSte or radol,l gns, etc,. whloh mayor mllynot be pres~nt In the property, The possible presence
of lead bllSed paint In properties built prior to 1976, should also be detennlned. I urge the ollent to retain an
expert on these matters with \11ls appraisal based on clelll' oertlfioatlons and assumes the property Is oleared
,of hllZl\rdousmaterlals,
, aasedl:mlnfol'ma(lol1obtalhed from .the Township Offloo and U. S. DeplIrtment of Houslns and
Urban Developmellt and Federallllsuranqe Admlnlstrnilon Flood Maps, the traot Is located In Zone X of
flood hllZllrd area whloh are nreas determined to be outside 500-year flood rlaln with noflo,od Insuranoo
required, Flood map Is dated 3/2/93, Community Panel Number 420360 ,00058, FloodMnp Panel was not
printed as It has no speolnl flood hUZlIrd arella.
23100ully,Lene
4
a.omoL.l
"'7"~"-' '-.- 0"
I .0,{1 .
QI,A\J1ilEtt REAL ESTATE AI)PRAISA1,.S
. ~ALJS COMPAIJISONJ\I)I)R9AQn. ((Jont'lI)
SlIlil 5 is tWo 1I\Ullollnt pllrcel" totllllns S3,71llores onLllmb'sOIlP Rand that sold In Olllober,
1996, for $275,000 or $5,120 per 1I0ro, Tho llrst pllroolIs Idolllod.\>n'lhe wost sldll df
LlImbs GlIp ROlld 1I\Ulloont to the north sldo ofl.81, This property Is Identified liS TIIX
PlIrcel Number 10.15.1279.006 In Hnmpden Township hllvlllg 34,501lores lImi
approxlmlltely 1200':b offrontllgo on LlImbs Gnp Rond, The secol1d pllroel, oontalnlng
19,21 lIores, lIbuts the west side of the llrstpllroelllnd Is Identllled liS Tax Paroel
1'Iumber 38.06.009.009A In Silver Spring Township. Thill pllrcel doesnol have rOlld
frpntllge,
SALES COMPARISON ADJUSTMENTORlO
S.lo# A<\Iuslmonl Poroonlailo
prloo Por A<\I Prl~o
Aoro Balo 'J'lmbor llulldlna Par Aoro
Oalo \,0011\1011 Land Aroa
1 $ 7,793,QO +1 0' .5 0 0 $ 7.4~ LOO
. 2 $ 12,481.00 +1 .20 .10 .20 0 $ 6.353,00
3 $ ~,829,00 +4 .5 .5 0 0 $ 6,419,00
4 $ 8,758,00 +5 0 .5 0 .29 $ 7,006,00
5f $ 5,120,00 +7 .5 H5 0 0 $ 5,990,00
JJXpLANATION OF AD.I1JSTMBNTS
SlIle 1 Is a smllller tract which would normlllly sell lit II higher prloe pet I\orewlth 1\ downwllrd
adjustment lIPproprlate, Upward adjUstment Is made fOf time since slIleof compafllble,
Adjusted price p,ef lICfO of land Is $7.481,
8l1le,2 hlls IIn uPwllrd lIdjustment for t1meslnoe slIle, Downward lIdjUstments are made for
compllrllbles smllller slzellnd mllrketllble timber vidue lInd loclltlon,
Adju~ted price petllore oflllnd Is $6,353,
.
2110 DUsly Un.
13
B'0~~BOL'1
'.
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1,.fl(II ~ In vrhoI. ()f 1'1 p111 \I(lOfIIM fill<<. ~~Ofl Of nlllon,' on,ln (It lilt JI'OlIptcdYf owntrt<< O<<llplllU (It lht ptl'lptllY tppl"l'fd, or ~ th, 'IC', coh:1f Of ",1I0IIt! \)fI,IR of Iht Pft',n! 1;I,*"tf. OJ
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'.11I1t JWIIIMI ~. ~ _ \1'1 COOfomlUy with ",41. 'lIbf~1 i<J \h. r<<tll1rmwnU of ,h. Codf'or rllJrHtlM~ fhhl$4 IIld IlllIldlrlb o(.,or...lonll Conduct ot tht ,ppnl'" Of''IlIIllIOl'lI
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CO!!l1HOIlI!I ~No LlMmNO CONomO~S' 11M ............,Iht ^""'"" 0WfIIi'1 I' '" """,II~ ,,,,,,II "~'" ~"'" ,~lowl,S .0)11<I'"" ..d 10 ,..h ""'. '1',,1". ...,d IImlll,S """",...
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1\ 11lf ^R"I~ IIiN1* no ~Hty for n'lMim ot.ltPIlIII,," atr..:tJn. thl P{Of4l't~ tflrftl* ot 11I41111. th'UIO, nOr doH thf ",~..IHf rf1Mkf tn)' opinion at t4lh41Il1f, _hlah It "I~nwd
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J, '"" A~kflOll'flllllttdto""lCIItlnmyClf...... "'~bte'~'ofhevlft,madt tht tfJPfllt" ll11h fd",nu mOlt pr~,y Inf\ll..ucwI;i1nlM4 tntn'tfMnll havt btfn ptnl0l,l1111nl44
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for IvdI~tlQf\t,bffQl(tn.I""",,."hlchml.hlbtftq\llrtdiOdlKOm'\tchfKtori, .
~, Infom\tollon, fttltnMtf,N\d opInlont t\t",lthtd to Ih, Applel.", ~dCOl\I,lntdln th. ftporl, w". ~ntd ~tliTIlOUrc" ~14tl1d rtlllblt tl\d btllf'ltd lobi tnt.1IId Cootet- llil'wnlflllO
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7, b1KIO(I~ otlh. ~I~~ oflhtlflprtl'" rtponlt IQY$tlltd ~ tltt b~I.WI tIId M'IIlI.IlOl\l otth. pfoff4tlon.1 tppfahtl orfl'\lraUoN wJIh-vthlffl Ih. ApprtUtf I. ,mUtltd
,_'. Ntll!lff ill,I\Of *"~ ptri f)tlM ~l oftht ~ ot COI'1 U."~f(IMllldl", ~on4111410ft1..lo lht ~~ yetvt, lhtltknltl)loftll, Appl'INMf, (l'Or...IQlltl"IJlllil~, ftr",~\(l ~y
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.ama, UIt~.. Qf lu IlKffMOff M4..lfM, rnot1I.., Il\Ivrtft, cOlu\lh8lltl,1 profMllontl 'flP'111I1 QrJWllltllont, Of tny ,Iat, Of ftdlftllt tppt'OYtd nftwltl IftlUI\lllon, tn)- dtpirvntnl. itl!l4~, ot
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ftl"I~, MWf,tII..,'or od\tt mld!li wllhWi tht wrltlfn c.onHnl Pd Iflfl'OYII of Ibl Apft"'''',
9, on 11I1 ~,tubI~IOMtb'_Y~'"'*rtICll'i1imdClnl,lhtpstl f1P:fl and y;Ju, cOlI41utlOll ", 401'.lIn,"'1 \IpOO cOIllphUon of 1M lmpro~,""nllln a wOf\manllkl """'ftff.
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~yl~ OmdItkN-, 11M.1lpf'flltw II "'" In RpM 11\ 1h416tnUn~lonot huamou. IlIbt'tIIC" ~ dttrImtftlll InYltonmental, ~UonI. '"" tpprllltrl f1)I.Illnt II\Ip"tlon ohlld Inqlllrict tbovI tht
'uIl"'I"l'l"1.~dnO\"""",,,,,"''''''''''''''I_'''_'''I'II,,,,,,'''''''''''_''doal--'''v1,,,,,,,,,,,"'''''dlll''''hl'~''''ld'"''IllIIpr_'''S.II..I" 1II'....,bl.
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w~ld ntl"Ivt1t ."Mllh \'tlllf .'
APPITION~L,CPRTIfIC^T10N' 11>f^i'fItI'ot',,,," ""I'd.' , .
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a. Thtll ~Ion It flOI fOII,Un.tnl IIpol'! lIIf r"'ln, or. prtdtttmllntd nhlt !'If dJr"tlon In V-'II' IhM (non \h,~, of lM Iu",'.lha tmQUtIt of lhf \'till' ..'lmilfilhf wlnmllll of a
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IMeohanlosburg, PA 17055
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IURlAU O~ IHQIYIDUAL TAMil
INH8RITAHCE TAM DIVIIIOH
DIlPT, 110601
1~la'URO. PA 1711a-0601
OOMMONWIALTH Oil PINNSYLVANIA
, DIPARTHINT 01' RIVINUI
HOTlel D~ INHIR~TANCI TAM
A~~RAJ'ININT, ALLONANCI OR DIIALLOIIANCI
O~ DIDUCTIOHI AND AIOIIINBNT O~ TAM
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CHA"L~S E &HIELDS III
6 CLOUSER RD '
.., HECHANIOBBURG PA 17055
DATI
18TATI 01'
DATI 01' DIATH
I'XLI NUHlIR
QOUNTY
AON
12-14-1998
GEIHAN
12- 51-1996
21 97-0627
CUMBERLAND
101
AlIClUIIt M..ljtlld
CATHERINE M
MAKI OHIOK pAYAILI AND RIHXT PAYHINT TOI
RE~ISTER OF WILLS
CUMBERLAND CO COURT HOUSE
OARLI8LE, PA 17018
OUT ALONG THI8 LXN~ ~ RI~AXN 1.0j(IR PORTlON,~OR YOUR RIl00RD8,:'4
JcW:I.W.IY-~filI'.f&Y':"'n~&Yfa.-'lS .lNAI'hYf~llDI.Y,,~.'A ~~AYiliMllY,..~tt'lSQ~llcjl.'Illf.................
IIx8ALLOWA 01 Oil IIIIlUo'i'xoN8 A II A88 ssHlhoji TAl<
ISTATI Oil GEIMAN OATHERINE M 1'11.1 NO. 21 97.0627 AON 101 DATI 12.14-1998
T All RITU~ IIAI' C X I ACCIPTIII AI flLID I I CHAIIOIIII
~1'I~VATlON CONOIRNXND,I'UTUAIl X~TlRI8T . 811 RIVIRS,
APPRAISIII VAI.UI, 01' RITURN IA.ID ONI ORIGINAL RETURN
1. R..l .ltiitlClohIdIlll Al
a, It~a and londl 'Clahedull'll
I, C10..l~ U.ld,t~/~art~r.nlp Intlrllt (lo~dU11 C)
~, Ha~tIltlR/Hatll RlOaivabla (Iohedull III
8. Cllh/lank OIPOIito'Ni.o, ~lrRanal Proplrt~ (lohodU11 II
.. JointlY ownod ~r~rty (lahedull PI
7, Tran011rl C aan.dUl. . I
10 Totol A,o.tl
III
(II
ell
e~1
(II
C61
HI
19B,000.00
iOO
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iOO
B23.21
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(81
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IrlldU to ~aur ..aaunt,
, aubtilt t,!II ..,..r porUon
01 th'R 10r. "ith ~aur
tal( pa_t.
198.5211. 21
APPROVIII DIIIUOTIONS AND IXIM~TION81 5,062,11
9. ~urilor"l IKpII'l..I/AdoIi CothlH'oo, IKpln..1 Clohoduh HI (91
10, IlIbh/Nort..... qabiUUu/Li"nl ClohodU11 II (101 ' . DO
U. Tot.1lNtdllOtiCll'!I Ill) , B. R/\:I. "
12. IMt YalUl 01 TaM Rlturn C~Jl 190,461 ,10
11, ChtIritllbl"/IlaVarnMl\tal IleqUllohj Nan."l"ot.d 9US Truott (So~dUl'" JI ClII ,00
1~. IMt Yal~ 01 ..tata' I\lb~oat to TI~ 'Il~ I 19 0 , 461 , 10
NOTII Xf.n .....,......nt WI- t..u.d pr.vtau.~y, ~to~~ 1.4. I 18 .nd/ar 16, 17 .nd' lS wt~~
rlrf'~'a1: f:L8Urll thlt tna~ud. the tat.). ctf aJ.Io. rl'llurn. .......d tei d.t.."
ASSIS8HllfT 01' TAXI ..
11, AaalAnt of 1.1"" lit "t SplIUo"l rat". UIl
16 j AatctUrlt of Lin.. 1~ t"MllIie at Li~.lIC1,.. A rate' (161
17. Aaount 01 Lint! 14 taKtbll It CollotRrel/C1111 8 rat" (171
la, Prinoipal T"~ buR
TAxeRllIlTSI
PAVNIIfT
DATI
" ,00 Ie ..00.
,00 M ,06.
190,461~10 M ,lB.
C161
.00
.00
as,869,17
28.569.17
, . "ICIIPT
IIUHllB R
DJleDUI(T e+1
IHTIR8ST/PIHPAID (.1
AHOUIfT PAID
INTEREST 18 CHARGED THROUBH 12"29-1998
AT THE RATES APPLICAl!LE AS OUTLINED ON TIlE
REVERSE SIDE OF THIS FORM
TOTAL TAX ORIDIT
SALANOI Oil TAX PUI
INTIRI8T AND PIN.
TOTAL PUI
.00
28,869.17
15,210,75
151.779,92
. I~ PAID AFTER DATS INDICATID, BIE REYIRBB
~OO CALCULATION O~ ADDITIONAL INTIREIT.
I IF TOTAL DUE II LEas TtIAN U, NO PAVHEHT II OEquIRID,
IF TOTAL DUI XI REFLICTID AI A "CREDIT" CCRI, YOU NAV 8E DUE
A RE~UND. lEE REYIRII IIDE O~ THII ~DRH FOR INSTRUCTIONS,)
HAKI OHIOK PAVABLI AND RIHIT PAVHINT TO,
REGISTER OF WI~LS
OUMBERLAND .00 OOURT HOUSE
OARLISLE, FA 17015
OUT ALaNG THI8 LINI .. RITAIN LaNIR PORTION FaR YOUR RIOORD. ..
~W: IIW.i'lC.~fl1i'.r&Y:n)".NllYf6i..cSF.Wili'lfifllld'I.YA'1l.A1l'FR'iiil'lfiilt...~tt"cl'QAllcSi.b1i.................
'. D"l8A~LaNANlll all DliiUanaH8 A~D A88188HI~T aF TAX
18TATI OF GEIMAN OATHERINE M FILII Na. 21 97-0627 AON 101 DATI ,04.26-1999
TAll RUTURN WAal I ) ACCBPTBD Aa PILBD I x) CNANOBD SEE ATTAOHED NOTIOE
RI81RVATlaN oONalRNING PUTURI INTIRI8T . 811 RIVIR81 '
APPRAI8ID.VALUI OF RITURN BA81D aN. SUPPLEMENTAL RETURN NO, 01
1. Rill Bltltl laohldul1 A) Cl)
a, Btook' ond Bonde laohldul. B) Ca)
I, O~oelly Hlld atook/Portnlr.hip Int.r.at lanhldul1 C) II)
q, Hort.lgoa/Not.. RI.livabl1 IIohlrlul1 D) Cq)
D, CI.h/BonlI DIPoaH./Hb.. Plr,onll Proplrty laohldull B) CD)
6, JointlY OWned ProPlrty Caohldull F) (6)
7. Tr...,aflr. I Bohldull 0) (7)
a, Totol A..lt.
APPROVID DIDUOTlON8 ANDIXIlHPTioN"
9. PlII\orll BNPln.II/Adll, co.h/Hho, BNPln... (Bohldull II) (9)
10, Dlbt./Hod.I.1 LlobiUtil./Lilnl ISohldU11 I) (10) ,00
11, Totol DlduoUonl Ill) 1) :,(,(. lo7
18. Nit Vllll<!of rON Rlturn l1a) 10 .997, !l9-
11. Chlrltobl1/0ovlrnllntol Boqulata,Non-lllotld 9111 TrU.tl laohldul1 J) 111) ,00
lq, Net VIILNt of Botltl aub,jlot toTIN 11q) 179,463,51
NOTI' If In ........nt wa. 1..u.d pr.v1ou.1Y, l1n.. 14, 11 .nd/or 16, 17 Ind 1_ will
rBfl.ot f1gur.. that 1n01ud. th. tot.l of ~ r.~urn. .......d to dlt..
A8818S"INT OF TAX' '
II. Allount of Line lq It 8pouaol rotl . (18)
16. Allount of .~in' 14 tONlbll.lt Linl.l/cllll A rltl (16)
11. Allo~t of Line lq t.Nabl. It Coll.torll/Cll," B rltl 1111
la, prinolpol TIN DUI
TAX ORIDIT8s'
PAYHBNT
DATU
,
/5 1f'3 ...14
~
aOHHONNIALTH OP PINNSVLVAN~A
DIPARTHINT OP RIVINUI
r
BURBAU DF INDIVIDUAL TAMBS
IHUf.RIlAIl(f. lAK nIYI'I~
IIEIIT, nuol
UARRI.IURO, I'A 17118"0601
NOTICB OF INHBRITANCB TAM
APPRAiSBHBNT, ALLOWANCB OR DI8ALLOWANCB
OP DBDUCTIONS AND ABBBBBHBNT DF TAM
I,
OHA~LES E SHIELDS, III
6 OLOUSER RD \,1.'
MECHANIOSBURG [PA'170S6
DATI
ISTATI OF
DATI ap DIATH
FILl NUHIIR
OOUNTV
AON
04-26-1999
GEIMAN
12-51-199,6
21 97-0627
OUMBERLAND
101
AloUnt RloUtld
I,
.00
.00
.00
.00
266.88
.00
.00
(8)
11,264,47
,00 M ,00.
,00 .X .06.
119,46~,Sl X ,1S.
UB)
RBCUPT
HUNB"R
DISCDUNT (+ 1
~NTBRB8T/PaN PAID (,I
,0
AHOUNT,PAID
INTEMEST IS CHARGED THROUGH OS-11-1999
AT THE RATES APPLICABLE ~S OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TA ORIDIT
IALANOI OF TAX DUI
INTIRI8T AND PIN.
TOTAL DUI
*
tn.IUlumu..."
, OATHERINEM
l
NOT" I To inaurl proplr
orldit to YOUr ..oaunt,
lub~it tha UPPlr portion
of thh for. with ~our
toN PlY.lnt.
266,88
,00
,00' '
26.919.5~
26.919,S5
21,105.2S
5,814,28
3.585,45
9,197.75
. IF PAID AFTBR DATE INDICATED, BBB RBVBRBB
FDR CALCULATION DF ADDITIONAL INTBRB8T,
I IF TDTAL DUB IB LBBB TNAN .1, NO PAYHBN1 IB RBqUISBO,
IF TOTAL DUB IS RBFLBCTEO AB ^ "CREDIT" ICR). YOU HAY BB DUE
A RBFUND, BBB RBVBRSB BIDE OF TltIS FDRH FOR INSTRUCTIONB,)