HomeMy WebLinkAbout97-00688
/L)
~O. DAbIlOPDIA'HAn.. t2/3tl9' CHICK HI"
INHERITANCE TAX RETURN :o~::fYu~:~Dn'lcLAIMID II
RESIDENT DECEDENT ""'HUMIIII ..... ...... .
COMMONWf..fH 0' "NNSYlVANIA (TO BE FILED IN DUPLICATE J 0 '1
Om!!MINl ~' ~\vrNU' 21-97- ,.., ~
umllfJIZ,. ~"'I'!llI060' .. ... WITH REGISTER OF WILLS). COUNTY COOE . .... mK. . ..... NlIMIER
_m'..___. Dorn~..t..:~I~~:~';:.. '.""..NiT..'. IA..iT~..~. ____. .... _.mum]!>". i1;~~H.~. i;~f.'.,~. !. *.~I'.r.~~ "'. ~;~'-_._--.~
I ~~'~~~~[;I~i~=-_- ::]~~::-~~i~ 996 r~~; ;;:"~ 923 CU"", g~~,~~~iu~~~ 1701.3 u.
_--=__.." 1:~I"..III1:::"~:.',:"'C,H..MI ".., ".., ,"0 "'""'1_"""'''_ ., l"lCl" "wIllY NIIM'" ('MOII'" "(f1V1I> I'" """"IIIONII
~ 1. Original R.lurn Ll 2. Supplement"l Rltlurn ( ) J. Remainder R.lufn
('or doto, a, doo'h p,lo, to 11. I 3.821
[J 4, limited ESlat. [J 4(1, future Inte'et' Compromhe rOO) 5 foderal hlfJI. To. Return Requlr.d
1'01 dote. of dooth oftor 12.12-821
[16. Olc.d.nl Died rellale fJ 7, Oecldenf Malnluined (I living Trull h9.8 Total N'Jmber of Sol. Oepolll 0001
IAlto,h ,opy of Will) (Alto,h ,opy of Trulll
.RU,oNDIN(tANDCOtlFlDINTlALrAX .lNPORMATlON'I"OULD "/DIRICTIOio;-"'---.-".....-.-'----- ."-C-.
':'::~\~~~Y':::5:;:Y --~,~,. [~~i=:!~~,~t':=-
(
.
16'
lIV, ISOO!K. 1/.9'1
l!!
~Il:l
'" !':i
u '"
1. Rool E .tolo (Schodule AI
2, Slack. and 80nd. (Schodulo 81
3, CI"oly Hold Slo,k/Parlnonhlp Intoro.. (S,hodulo q
4. Ml>flgage. and Notes Receivable ISchedule 01
5, Cash, Bonk Deposits & Mlle.llaneoul Personal Properly
IS,hodulo EI
6, Jol"'y Ow nod Property IS,hodule FI
7. Trondon (S,hodule OJ (S,hodule LI
8. Tolal Groll Au." (tolol Lines 1.71
9, flJneraIExpens.., Administrative COSh, Mls(ellan.ou~
hpon.o. (S,hodule HJ
10, Dob", Mortgogo Llabilitlo., Lion. IS,hedulo I)
11. Jolol Dodu"'on. (Iolal Llno. 9 & 10)
12. Ne' Value of Estote (lInll 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. N,' Value Subject to Tall; (line 12 minus line 13)
15. Spoulol Tranders (for dOlts of death aft., 6.30.94) ,
5,. Instructions for Ar.plkable Percentage on Reve'ie (15)_.
Sid., (Include value, rom Schedule K or Schedule M,l
16, Amounl of line 14 taxable 01 6% role
(lndude values from Schedull.J K or S,hedule M,)
17, Amount of Une 14 toxable at 15% role
jlnclude valu" from Schedule K or Schedule M,l
18, Prlndpallal( due (Add 101( from line I 15. 16 and 17,)
19, Credits Spoulal Poverty Credit Prior Pa~menls Discount lrllerell
--~ + ..._~---. + ---~-._-,~ ___..~_....u_____"
20. If line 19 Is gr.allr ,han Lln. 18, enl.r the dlHerenc. on line 20, Thil lithe OVERPAYMENT.
riD
.9:J~'9..._
~
.J.15
Ill..
Bf
z
52
...
:5
~
5
III
II:
"
52
to:
...
i
:0;
co
u
S
rI'l
c
111 _TO ,_...'______h.__.___
I 2 1 ___________"._________.
13) __"_______
/41_ _._____
(51__._____.!l.~ 301.~!_
161
(7) ..-
(9) __
8.301.45
181
8.301.45
(101."__
1111 . _ 8,301. 4~___.
1121 ______~.OO.,,_
/131_____.__.________
1141 .__O~~_
..-----------~-)(,~.
(16) ..._______
)( .06 II
/17) ...__._.__m.__,____.__" .15.
1181
Chell.. ht'fP .f yo~! {IlL' '('qul''''HlB {I ,pfund 0' your {lvNpClyrnl'nt
(191
(20)
21. If LIIl. 18 II 9realer than Line 19, enl.r the dlUerence on Line 21. This Is the TAX DUE, (211
A. Enter Ihe irltere't on the balance due on Une 21 A. 121 A)
8. Enlor tho tolol of lIno 21 and 21A on Llno 218, Thi. I. tho BALANCE DUE. 121BI.. _____
Make Checle Payable '01 Regll'" of ~~II., Ag,"' _ ___~~~_____.__ .~.
~ >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDI AND TCj' RECHECK MATH--~- ~
Under penoltl.. of perjury, I declare thai I have uamined .hj, return, Including accompCln)'lng Ichedules and statements, and to the best of my knowledge un'db';lief,
II Is true, correcl and complete. I declare ,hal all real ellale has been roporled at true market value. Declaration of preparer olher Ihon the personal representolive i~
bo,edon all Information of which preparer hOl any knowledge. . ____ __ ..__.._ _ _ ._ ._'__ . ______ _.___~~_.
:::::;:~~::+.J;:p:':'~~- _-~::::::. .__~'hU un Uh__~~~._____n_______ ::::,/ ~'I If I
---.---~AJ..-1"',"1 . .... ~S.!I11nover St.~Cl!rHsleJI>!\JJllJ~ .. ___m_ .Y!J'/b.T
~r6'
~
~
~e /"
,e
,,'l
.;0 ~~
~o ~t::j.
~.." .p
~~<l.'"
, ~o ~
~.. ~e 'be...
fwo ~ ~
e ,,<! ~'" ;SO
~...,,~ ^
~ ^' ;~:\ .'
~ atO-"li..)\ .0(:-
:.>t." ,T C ~
~~ 6' ~fb .~
~~ 0'" ~ ~~
~.. ($. ,.O'~
<l."..,0 ,v
....,,<>
~
. 0"<>
~~
0"'"
~"
~O"
~O~ / i'
!!ii'l ;s~
+e ~ (j
<c; o.~ ~ !It'
s," ;s!!ii ~ ~"/
'<,,,!!ii <:} ~,,~ ~
'l-~ ~
,}"
..
(J""
,,~
'<."
~ ""~' //
... ~,-~~ /'
.."'~~"~~/ '",
;)"tJ~~o~~.../ .' /
~~~c-5f ,/'
~ ~ ~-".,/' /
~(;~,,~ov./ / /
#~~#/ .... /
..~~~'l' ,/ / /
'~~~/ ' /
" <:>~.,c/ / o~ /
" ,,~~ ,j / .A'" /
~,:./ / rf' - /
" /.... /
,/ ~'V /'
// ~'}) /
.;t~ / ~, /
~1. ./ ~~" ,/ ,
,,~t~ /7' .....'$ / /
~ ~!<,.'./. V /
~~';,' ~~. // / '
~4.t/ /
~ / /.';'
// /,0"'-'
/ /::- ..l-
".
~.
'v
."
~-
/
1:)1:)
~.
.,0;:;
1:)1:)
1:)'
/
//
/ //
;,' / /J';/
~ ~'l
$ /
~
~
,,"
~<>
/
. '"
*0
'*
~
""e
,,<,,'1> ~
.... 0';:;:
c," c,v ~ ",<:-
a'f O,;:,.~ 'I> l:>0 ~.;:;: . ~",,0
C,v V ~0' c,'li ~ ~
"'~ 'l>v ),.0 ~0 '" 0';:;:
..' "':J0 c,., f!c" ,-0 ,,'I> 'I>~
..e~ ~:;,.~ 00, c,fQ a-
Re" ;:.'1> 0,_ ~":i ~v ,-'1><:- 'i,c,
'''i' _~O .;:,.0 .~ .~<., _:f. 'I>
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
15/t),1;Y
BUREAU Of INDIVIUUAI. lA~ES
IHm.HltANct !AlI IIIVI'ltlH
m:P1, i'8D601
IIARRISIHIRO. 11. 11l1fl<Oi11H
NOllCI. Of INIII.R11 ANCI, 'A~
APPRAISI.Hf,NT, All,O~ANCI. OR 1l1SAllO~ANCE
Of DEDUCTIONS AND ASClSSMENT 0' IA~
u~.a.111 _r~ IU.tll
\1-11-9]
BERNIH sEL
11-05-96
21 91-0688
CUMBERLAND
101
IRENE
F
FREY 8 T !LEY
S s HANOVER sT
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
t~_::::_.:,Im,o~~[=~=~~I:~='~:l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO;
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
,fiv: iSiii' e:X';' pji' i oii= 97"1"' NOT i or 'oF' Y NHe:iii t ANC'i' TAx' APpilA i Se:HEN'f; -;. i. LowANC' i' oR' - -' -., - -' -.. - -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
IRENE F FILE NO. 21 91-0688 ACN 101
PA 11013
DATE
\1-17-91
ESTATE OF
BERNHISEL
-
I CHANGED
TA~ ,RETUNN WAS: I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASEo-DN; ORIGINAL RETURN
1. R..l Est.te ISchedule Al
2. stocks and Bondi (Schedule 8)
5. Closely H.ld stock/r.rtnarship Inter'lt ISchedule C)
4. Hortgegls/Not.. Receivable (Schedule D)
5. Calh/Bank Deposits/Hila. Personal Property (Schedule E)
o. JointlY Owned PI'opert)' (Schedule F)
7. lranliars (Schedule Q)
a. Totel Auet,
NOTE: Tu insure proper
credit to your account,
submit the upper portion
of this for'" with your
tax. paYlnent.
.00
.00
J1.2..
.00
8,301.45
.00
.00
181
(1)-
121
(3)
(4)
(5)_
101
171
8,301 ,~
8.301.45
~Q..
Ill)
(12)
1131
1141
A.~nl t.1i
.00
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
C). Funeral Expenses/Ad"'. Costs/Misc, Ex.panse. lSch.dule HI
10. Oebts/Hodaeg. L iabili ti.s/Liens (Sch.dule 1)
11. Tot,l Deduct ions
12. Het Value of tax Return
IS. Charitable/Govern..enhl Bequest.; Non~el.ct.d 9115 Trusta
14. Net Vfllua of e.t.te Subject to tax.
19)
1101
(Schedule J)
If .n ......m.nt w.. is.ued previOUsly, lines 14. 15 .nd/or 1&. 17 .nd 18 will
r.fl.ct figure. th.t includ. the tot.l of ~ r.turn. .......d to d.t..
ASSESSMENT OF TAX;
IS. A,"ount of Lin. 14 at Spousal rate llS)
16. A",ount of Une 14 hxabh at lineal/Chss A rat. (lid
11, A,"Gunt of Line 14 taxabla at Co1lat.ral/Cla.' B rata (11)
11, Principal Tax. Due
NoTE;
,00 X .00,
.00 X .06,
.00 X.lS,
1181
.00
.00
.00
.00
TAX CREDITS I
PAvi1"EtiTT RECEIPT
DATE NUMBER
t.----
.~----~_.---- ---
AMOUNT PAID
DISCOUNT It)
INTEREST/PEN PAID (-I
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,00
,00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
rDR CALCULATION Of ADDITIONAL INTEREST,
If TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED,
If TOTAL DUE IS REfLECTED AS A "CREOn" (CRI, you MAY 8E DUE
A REfUND, SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS,)
,
(j
RI!$ERYATlOHI Elte... 0' dleldanh dvlng on or b.'or. Dle...ber ll, 1982 .~ l' Iny 'u'lIr. I"'.,.., In the ..,.t. is trln,f.rr,n
In Po.....lon or 'njoy~.nt to cta,. . (oolln'tral) bln.flcl.,... of 'hi dlCtdlnt .'t,r thl IMp1ra'lun a' .ny ..ttt. for
II'. or 'or y..r., thl CO~~o"w..lth hereby IMpr...ly r".r",.. thl right to appral.. and ft..... tranl'.r Inhtrltancl TaK..
at 'hi lawful Ctan B (coI18lt,r.ll nit, on IIny lueh future lnt.r..t.
f"URPOSE OF
NOTlCEt
To fulfill thl "qulrlllllntt 0' Slctlon i!141l of thl Inh.rltante flnd [1It1t, lal( Act, AGt Zl of 1995. en P,S.
Section 91itOl,
PAVI1f.NTI
n.tach thu top portion of thl, Notlcl <'tnd Illbflllt wIth ytlur pay",.nt to thl Register 0' Wills printed on thl rl"'I", ,Idl,
"l1lk, chuck or 1Il0fl9Y order plIYflble tal REGISTER OF' HILLS _ AGENT
REFUND (CRII
" r.fund of" talC crodlt, whJch Will not :.questod on thll falC Return, My b. r.que.ted by eOlllphttlnlll'ln "Application
for R.fund of Penn.ylVollllla Inherlhlnee llnd [stitt. (11I1" (REY-IlUL Application. art avallabltt at the Offlett
of thl R.ghtlr of "'Ilh. any 0' the Zl Alvenue District 0"1(';81. or by ctll1lny the ,p.clal i?4-hour
~naw.rlng ..rvlcl nUlIlb.ra for forllla ordlrlngl In P,nnlylvftnlft 1-800-36i?-Z050. out. Ide PennsYlvania and
within local tllrthb'lrg .ru ('/111 167-8094. TODII 0111 17Z.ZZSZ We.rlng 'Mpalred Onlyl.
OIJECTIONSI
Any party In Int.rl.t not uthfied with thl llPpr8IulII.nt. ullowftnce or dllrlUOWllnell of dlduetlonl. or "SSIISllllnt
of tlllC (Including dllClount or Interut> a, Ihown on 'his Notice ",Ult objlot within sllCh (601 daya of r.Ulpt of
thll NoU..:o bYI
AUHIN
ISTRAlIVE
tORREtT IONS I
"wrltt.n protll.t to thl PA Dlplrt"'lnt of Rlvenul, Board of Appeals, O.pt. Zal021, H.rrlstlurg, PA 111?A-102l, OR
--.llctlon to h.vI the lIIett.r d.terllllnlci nt ftudlt of the fteeount of thll pllr.onlll rllPrl.lntntlvl, OR
--'PPIII to thl Orphlm.' Court.
faetuII Itror. dl.cover.d on thlt a..l..lllnt Ihould b. addr....d In tlrHlng tOI PA n.part,..nt of R.y.nuI,
Bur.au of Individual TaUI, ATTNr Po.t Allus",."t RII",I..., Unlt, Dlpt. Z80601, Harrhburg, fl" 111lA-06DI
Phon. (717) 787-6505, S.. png. S of the booklet "Instructlont 'or tnharltanc. TalC Return for a R"ld..nt
nlc.d.nt" (REV-UOII for an IlCpl.n.tlon of adllljniltratl",.1y eortletabl. Irror..
DISCOUNT I
1f Inll UK dUI Is paid within thr.. (JI callndltr IIonth. IIlHer the d.cad.nt'l duth, . flv. percent (51:0 dhClount 0'
thl tslC plld I. alloM.d.
PEHAL TV I
Tho IS% tlK ~lIlnelty non-partlclPltlon p.nalty I. cOllputld on thl total of th~ taK ana Int.r..t .......d, and n01
plld b.fore January lA, 1996, the flrllt dllY aHer the .nd 0' the talC /tllln"ty p.rlod. This nOIl.pertlelpatlon
p,nalty I. ~PJllllabl. In thl II'",. "'''nner IInd In thl thll ,all. tl"'lI periOd III you would app.al thl talC linG Intll'llt
thlt hal b..n a.'....d al Indlc.tad on thl. notlc..
INTERESTI
Int.",1 I. chargld blglnnlng with flrlt dllY of dellnqulncv, or nine (91 ",onth. ltnd on. (}I d.y frolll the dat. of
dlath, to Ihl d.t. of p,y"'lnl. Ta~I' which b.ealll dallrquent b.farl January I, 19A2 b.ar Int.rlst at the rate of
lhe (61:) perOlnt per ftnnUIII calculat.d at II dally rat. of .0001&4. All t8ICU which blcallll d.lInqu.nt on and .ftlr
January I, 19ai? will bllr Intlrut lit a rat. whiClh will vftry 'rolll cal.ndar vur to cal.ndar year with that r.t.
announua by the PA D.partllllnt of RevlnulI. The applicable Jnt.rest ratu for 1911Z thl'ough 1997 ar"
X!!!: Int.,...t Rllte DlIllv Interut Factor t.!!! Interost Rftte Dally Int.rut Factor
1982 lO% .000541 1981 9% .000247
1983 16% .000438 19A8-1991 11% .oonol
19A.:. 11% ,000301 I"Z 9% ,000247
19as 11% .OOOn6 19'1-1994 7% .0001'2
1916 10% ,000Z74 1995,.1'97 9% .000241
-.Inllrut It celflulat.d .. follow.,
X"TEREST . SALA"CE Of TAX U"PAXD X "U"SER Of DAYS DELX"QUENT X DAXLY X"TEREST fACTOR
--.n~ HOllel 1,lu.d I,tlr thl tlJ( b.eo... dlllnqulnt wIll r.flect en Int.r..t calcul..tlon to fl't,.n (IS) day.
beyond the date of the a"'I...nt. If PIYII.n' I. IIade Ift.r the lnt.r..t coaputetlon date 'ho~n on the
Notlc., .ddltlonel 'nt.relt _Ult b. calculat.d.