HomeMy WebLinkAbout97-00702
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEAl'H 0' PENNSYlVANIA (TO BE FILED IN DUPLICATE
DEPARTMENT Of REVENUE 2 ()
HA'RlSfJ:&, ~~n\'8.0601 WITH REGISTER OF WILLS) .. COUNTY CODE '" I YEAR...I 7 NUMBER
- ck~.::l.'~'~A"~.I:Al~.L~.~.~L.~,N."."~.,.{........... .." t.. ................-.....--1. ".."(.'"O'.'I'G'..'( .1".'''').'".''A..''iJ',.~I'.I.).~''"--F -1\'1)7 ;~) J r
i zcY'r~ OUMj' .' Y~i~1j. JJ"('/';'J (j? r~'~}~'''i'//9 i , (::'";'L~I~~:.';I ~~~)~i,~/ h .__.__'P__p
_!..._ I" :'''c::"':~:'O"::':''''\~'',,''""-"'/O'i "''':~ ... rCiAL ,[(u",,, L~", ..tMouN,,''''VfO l~' "I5"II'"ON'I______.___
~ 1, Orlglnal Return rJ 2. SUpplflmtinlOI Return [-j 3. Remainder Return
llor dale' 01 death prior 10 12.13.82)
[] 4. limited Ellale [1 40. Future Inlllret' Compromile [-J 5. Federol fstot.lal( Relurn Requlrod
1101 dOl.. 01 deolh all.r 12.12.821
06, [] 7. Decedent Maintained a living Trul'
IAlloch copy of TrUll}
AN.. CC)N" tAl(I~PQRMATlc)M SMOULQ II lilt! .. TO. ,
_.':) _ COMPlflE MAIliNG ~OOAHS II f'
'c- I "::'''-\,~h}l_~_ :J) 0 Cl V}l \' Y ,.c ~\'"
,~ J ,- C I' r ~ (: T l' t' (.2 J~:' "h / -7] I
'T-t-llc? ~ "1
.....qt-'Z}..'Z: ..~-
.... ._.__.... _. n'_" ______u
. ~ ~ II SURI TO ANSWIR ALL QUESTIONS ON RIVI!l).!i.!lD!~!,!D T~ RICHICK MATH. <II( <II(
Under penalties of perjury, I declare thai I hov. tlKomlned lhls return, including accompanying $Chodules and slolt'lmonh, and 10 the belt of my knowl11d~. and beliel,
it i,lru4t, correct and complete, I dedare thai all real 811..:118 has been roported allrue morkol voluo. Dedaration of preparer other thon the penonal representative I,
bosed on allli'iformollon of which pr.poror has any knowledge.
~^fijjY(jfffiOt:riITS'6N""f'6R;iiiNG"fU'N---m - A"",m"-~~~---(){ , mmm~i.'--- "j,iC" -----..---
1iONA\;~~f~~P,~;c;'f~'~~i~~~"?o;?go .. . m....~ .. n ~t u~,E--~ ._HO'?\'\. DAltp.?D'~l
RE,'" UOO EX+ (l.q.j
I!!
~1:Sl:1
:c ~
u ..
ii
81
/ I) / (if I,)
.OR DATISO. D_A1H An_R 12131/9''.HICKH.U
" A SPOUSAL .
POVIRTl CUDIl IS CLAIM III Ll
P1U NUMUR
'*
70 :l.
___ 8. Tolol Numbe' of Safe Deposit Box"
..~
z
S!
5
g
u
il!
NAME!
l_ I " I (,l
t1iIPHONE NUMIlU(
7171 7
1, Reol Eltot. ISchedule A)
2, S'ock. ond Bond. (Schedule 8)
3, Closely He'd Stock/Portnenhlp Inter..' (Schedule C)
4. Mortgages and Nol" Receivable ISchedule DJ
5, Cash, Bonk Deposits & Mlle,lIonltouI Penonal Properly
(Schedule E)
6, Jolnlly Owned Property (Schedule f)
7, Tronden ISchedule G} ISchedule L}
8, Total Gross Antll (10101 Un.. 1.71
1II. Funeral hpln..., AdmInistrative Com, Mlsctlllaneou$
Exp.nse. (Schedule H)
to. Debtsj Mortgage Liabilities, liens ISchedul. I)
11, To'o' Deductions (10101 Lln.. 9 & 10)
12. Net Value of Ellote (Line 8 minus Un. 11)
13. Charitable and Go.....rnm.ntal Bequel" (Schedule J)
14. NIl Value Subl.ct to Tax (Lint 12 minus lint 13)
15. Spousal Transf.r. (for dol.. of death aft., 6.30-94)
Se. lnltructlons'or Applicable Percentage on Rev.utl
Sid.. Ilnclude valu.. horn Schedule K or Schedule M.l
16. Amount of lInt 14 taxable 01 6% rat.
(Includ. valu.. from Sch.dule K or Schedule M.l
17. Amount of line 14 tUKoble at 15% rate
(Inelude values from Schedule I< or Schedule M.l
18, Prln<lpolto. due (Add 10' from L1n.. IS, 16 ond 17,)
19. Credits Spousal PO\lerty Credit Prlor Paymenlt
+ _....-..-_.._.~.-
?
~
~ A P
( 11 .---.....--..--....~'
( 2) ____..___._
13 )
14} .
'2 ~3'" _.'
IS} -~,~~=---
f.;
16} . ?5 'f IL g-
17 } ,
I, Ilr. ::L 1"
t q} -
, / .J f ' 2'1'
110) ~
-J
18 )
jJ
I
(FO, 2.F
/,J3~.~_
..J-'t.J- ;3 I Ii ~ 'L?
,- 0 -
j' ~ 1_ :5 I (j ~ ~ "i-
1111
112)
113)
114)
K,_Sl
115)-.....--
----"----~-----
I
M
..
.,
116) ..____._~__.~.__........ ,06 a _m.______,_..__..._..-
,:>,~ .:310 ~3 r I'f 6. r~.
t 17} -.......4.-.-.--------.-... ,15 a --/.---------..-..---
6
.J I'i- 6 J.:::-.
118) --....T--------'-..;1'=..-..
1191 L[,,}~.___.._
1201 .---....
Interest
Oiscounl-, "J
;I. .r 7. ?-",
+_...-._..~-_..._..--..... -~- -,-
a
20. If line 19ls greater than line 18, enter the difference on line 20. This is the OVERPAYMENT.
II [J~.""'_'''''''l'_'lf~U''''1IUIf.._...mmn'''.It1''-'''&''I!IS&..IIII''''
121}
121A}
12181
21. If line 18 is greater than Une 19, enter the diU,renca on Une 21. This is ,he TAX DUE,
A. Enter thelnleres' on the balance due on line 21A.
6. Enter the tOlal of Un. 21 and 21A on Une 216, This h Ihe BALANCE DUE,
Ma~e Check Payable to: Relll~" of _~lll.~_ ~ge~!
RfV,lS10 fKt 1J.87)
.
SCHEDULE G
TRANSFERS
COMMONWfAUH Of PfNN!)YIVA,t-lllo
INHIIITANCI YAK InUIN
IIIIOIN' DICIDINY
ESTATE OP
k ,\ II ~'I ,;1111' Fl' \1'(
'HIS SCNIDULI MUST II COMPUl/D AND miD" IHI ANSWER 10 ANV 0' 'HI QUESTIONS ON lHI REVIRSE SIDI 0' 'HI COVIR SHUT IS VIS.
mASf PRINT OR TYPE
L
PILE NUMBER
ITEM PE&CRIPIION or PROPlRIV IOIAL VAWI PECD DOLLAR VALUE
rXCLUSION O,b OF PECroEI<T'5
NUMBER '"dude name 01 "18 Ironll."IIO, Inoif rO/Clhutllltlp In dueBdn'II, dill/} UI/HIII,I., OFA&Sf1 INI INHRf&T
f.J'C r V ~.l, .,<. r hll A ('f 111'-,1 I { :i' ?I, rl1 J 0 6~ j ~J: rV-
Y Ii J ,- .\ II tf I '
t-\ 0 2- 07 07
Lr'h\JI) Ii Z. I'n}"" ~'-)"l"\A '\ hi r (Q
I
b/i/?{
\H~"i 3 10 o'~ ] 0 o<l. 6'0 FO ;.. 1/ 0 2,2," 6' 0
PSftV J'IlVljJJ' (?
/ I
2. .- S' Ii 1
'#- () '2_ 0 1 () '7 'f i J
, I
s J J~ if ;>..J.:!"
TOTAL '(AI,o "nfer on line 7, Re(apil~IClllonl
(If morelpc(8 Is needod, Imorl addilionCl/lhoell o/lomo ~ile,)
COHMOHWlALTH OF PEMNSVLVANIA
DlPARtMlMT OF AEVENUE
IUREAU Of IND1YID~AL TAXES
DEPT. Z106D1
HAARlSIUAQ, PA l11Z'~D601
'*
FILl. NO. 21
ACN 91132116
DATI. 07"'11-97
TVPE OF ACCOUNT
EST. OF MARGARET L KElLER 0 SAVINGS
S.S. NO. 207-07-4843 tilCNECKINQ
DATE OF DEATH 05-24-97 0 TRUST
COUNTY CUMBERLAND 0 C!RlIf.
REMIT fAVNENT AND fORMS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
U~.IUI U m (1."1
LINDA H ZIMMERMAN
2200 VALLEV GREEN RD .
ETTERS PA 17319
fSECU h.. .ro.ld.d tho Depart...t .Ith tllO Infor..tlon 1I.t" b.lo' .hl.h h.. b..n und In ..l.ul.tlno tho
..t.ntl.1 te. du.. Th.lr r...rd' Indl..t. th.t .t tho d..th .f tho .b..' d...dent, ..u ..r. . j.lnt o.n.r/b...fl.l.r. .f thl. ...aunt.
If .OU f..1 thl. Inf.r..tl.n I. In..rr..t. pl.... ..t.ln .rltt.n ..r,..tl.n fr.' tho .In.n.l.l In.tltutl.n, .tt..h . ,op, t. thl. 'or.
and "turn It t. tho ..... ...."... Thl. ....unt I. .e"ble In ...ord.... .Ith tho Inharlt.n.. TOM ,... .f tho C._n...lth .f .."no.l"."'.
QIJ~:Uon' .')1 to. liIl,.dl'" to.. 0.111nll (711 J 76'146!'1.f.
COMPLETE PART 1 BELOW . . . SEI. REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
Aooount No. 0207074843-SH4 o.h 06-04-96
..tabU.h.d
To In.url proplr orldlt to your lecount, tNO
(z) copl.s of this notlol lU.t IcoO.,.ny your
p.y.ent to th. AIII.tlr of Mill.. Mlk. cnlck
pevebll tOI ftAe,l.tlr of WIll., Agentft.
PART
m
6,395.45
100.00
6,395.45
.15
959.32
TAXPAYER RESPONSE
:ii'~XLUIII!:TOi:RI.PG"::"ltL'RUUli1:,:INAM:iCIPFiCIAt,iTAX, ASSU$HINT IAUII ON THIS NOTICI
~.:""...'".,;"'>:':':':' ,:;'.-,:.',f"'~'~"'~"-:";:'~"""'- ':';,:",;"':'-_ ':'.'; ,,!'.f".":' ~'.;"".' .,.:""..," '.'.,-: ; ':,....,- ",'.;." --,-:"...,..;",:.",..--:"":,.,,, -.',:- ,f.',""';: ,,'.',:.r"" ."..".,,-:,; '..--;. ""'.' .... ',., -..,... , ; .... ..... .. ": .... ".'.' ,- ,
Acoount a.lano.
Peroent Taxula
AMOunt Subj.ot to
Tax Rat.
Potontl.1 T.. Duo
M
HOTEl If tl. pIY.lnt. Ire ..d. ~lthtn thr..
(1J Month. Df the dee_d.nt'. date of de.tn,
YUIJ ..y deduct s S~ dltQ~t of the t.. due.
Any lnnarltlnce ta. dUI ~111 becoa. d~llnquent
nln. (,) aontht aftlr tn. date of d.. tn.
T..
M
[CHECK J
ONE
BLOCK
ONL V -
A. c:J The .bav' tnfor..tlon and taM dUe 1. corr.ct.
1. Vou .'V choo" to r..lt psy..nt to the R.,l.tlr of Willa wlth two copt.. of thl. notlce to obtal"
I dl.count or Ivold Int.r.st, or you ..y chack bo. ftA~ Ind r.turn thll notlc. to the R.,l.tlr of
Will' and an officii' .......-nt ~lll b. l.cued bv the Pl o.p.rt.lnt of R.venue.
I. c:J lh. .bo.' ....t h.. b..n or .111 b. ,..ort.d .nd t.. ..ld .Ith tho p.nn..'vonle lnn.rlt.no. T.. ,.turn
to b. fUed by the d.c.d.nt'. reprl..ntltlV'.
C. 0 lh. above lnfor..tlon I~ncorreot tnd/o~.btt and deduotlon. war. paid by you.
yOU .....t coeplat. PAAT l!J and/or PART ~ bllow.
If you indioata . different tax ~at., pl.... .tata your
ralatlonahlp to deoad.nt,
,.....i "~I dFFtctA~ ilSEOIl\;Y:'
:iiil:'::: .,:", ,". . '. e"TQ"~E'
TAlI nN J(lTNT ITIIII!!T ar,MIIMTO:~ ^!!:rl!::,,~E~~~~~ ,: ::",:::::: ,:~::i:':i::'~~':'
:',:':::::.1;' " " :"',
:2 "',:,' """,,,', ',,:i:':,',"', :'i",' ::':::,'" ",'
::\::::\\\\\\\\\\:\!:\\'j:'::\~':':':\:~ :;::::!'f':':' ::i:;I:::;:::::,:":' "':':',.:,..: ,::::::!::!:':'::!,: ::::'~:!:~:if:,~:f;i!:::':,I\I:i:-!::l::i:i:!!:':!i,::i\
" . ",' :4'" ',',;:::y,::;:!i:'i/;' "":::'i,':"!ii!:::i',!::1i::::,::::i:!:~:.:!:i::; li::::,:;:::,::'!!!:\!;::::::'!\!!!!!::!;,:::!]
:",:,::,,"',::,"'::"':":'\:'::1'::::.',:::::::,::,,'ii"':"":":"'::':'.""'i'::";::;;"::::;!::'":,\
,:,<:".:.,_.:'"" ::::,::!'/ 'f', :1'::\',','f :"!';:::ii;\:::!'!!:;:':!\:::i!:!:i:j;i\ii:1!:!ij
8, : ,:" """,i',':'::?':,:"'i
DEBTS AND DEDUCTIONS CLAIMED
PART
(!]
TAX RETURN . COMPUTATION OF
LINE 1. D.t. Eet.b1lehod 1
2. Acoount aalanca 2
5. peroant Taxabl. 3 M
4. AMOunt Subjoot to T.. 4
5. Debt. .nd Doduotlone 5
.. AMOunt Taxabl. '
7, To. R.to 7 X
I. Ta~ Dua a
-
PART
[!]
DATE PAID
~ _\
DESCRIP1'lON
AMOUNT
\=-
e
PAID
PAVEE
-\
..
CQKMOHWIAlTH OF PfNN'VlYANIA
DlPA~TM!NT ~ A!YEHUl
~IAU Of INQIYIDUAl TAME.
Dt!PT, 210601
HA~RI'.~Q, PA 1112a-0'Ol
*1
FILE NO. 21
ACN 97132117
DATE 07-11-97
TVPE OF ACCOUNT
EST, OF MARGARET L KELLER IX] SAVINGS
5.5. NO. 207-07-4843 o CHECKING
DATE OF DEATH 05-24-97 0 TRUST
COUNTY CUMBERLAND 0 CtiRm.
REMIT ~AYHENT AND fORMS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
U~'IUIIII" ll.m
MM LINDA H ZIMMERMAN
2200 VALLEV GREEN RD
ETTERS PA 17319
ftSftCU hi' provlaea thl O.pe,t.,nt with the Infor..Uon lhtea b.low which h.. b..n u.ed 11, cllnuhtJng the
potentlll tlM due. Their r~ora. Indlalte that It thl d,lth of the Iboy' d.ctd.nt, you w.r. I joint own.r/b.n.fl~lary of this ICCOunt.
1f you f..l th1. lnfor..t10" II Inoorr.ctj pl.... Dbt,ln wrltt.n carr.ctlon fro. the flnlnoi.1 In.tltut1on, .ttlch . COpy to thit for.
Ind r.turn At to thl 100v. addr.... Thl. locount I. t.~.bl. 1n accord.no. with the Inherit.ne. Tlx llw, of the Co..onw..lth of P."".vlv~"IA.
blUon. .Iy be an....rltd by olUing (ll7) 7.7~UZ1,
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
Aooount No. 0207074843-SHl Data 06-04-96
tehblhhad
Acccunt a.l.nc.
P.rc.nt T.)(.bl.
AMOunt Subj.ot to
T.. R.i:.
PotMfttlal T.x Dua
To In,urI prop.,. credit to your lecollnt, two
(Z) oopl.. of thI. notlcl MU.t leco.p.ny your
Ply.ent to the Regl.ter of w1Il.. Mike oh.ok
payabl. tal "R.ghUr of NUl., Ag.nt".
PA!T
l1Jl@
27,022.60
100.0~
27,022.60
.15
4,053.39
TAXPAYER RESPONSE
~~t~~~~,i~~i:t~~~!I!m'!~~~K':.~r;~"i~~:'~!!l"Xc;~~~.'tt~~'.A8$"!l$II~~'~II'!I"!"I.IlOTXc::1;1
A. c:J Thl tbov. infor..tion and taM due II corr.ct.
1. You ..y OhOOll1 to ,...It ply..nt to the Rlgl.tar of Will. w1th two cop!.. of thl1 notiel to obtain
. dhcount or avoid int..rllt, or YCu..y ch.ck bQ~; "A" and r.turn thit noticI to the Rlghtar of
Will' .nd an offlel.l ........nt will b. i..uld by the PA D.part,.nt of Aavlnu..
M
NOTEI If tlx ply..nt. ar. ..d~ wlth1n thr..
(1) lonth. of thl d.cedent', d~t. of de.th,
YOU .ay deduot . 5% dI.count of the tlM du..
AIW lflherUlncl hI( due will b.eo... d.lInquent
nln. (9) lonth. aftar the riat. of d..th.
T.x
M
[CHECK ]
ONE
BLOCK
ONLY
.. E:J Tha abov. ....t ha. baen or will bl raportld and tlX plld with the Plnn.vlvanJI Inh.rlt.nr.. Tlx r.turn
to bl fll.d by the dle.d.nt', r.p,....n..Uy..
C. 0 Th. above infor..tlon i,J.ncorrect .nd/o~.bt. and d.duotlon. we,., plld by you.
You ~.t coapl.t. PART ~ Ind/or PART ~ b.lew.
PART
[!]
'!'~:'4:
LINE
If ~ou indlcat. a dtff.~.nt t.x r.t.~ pl.... .tat. your
ral.tlonahlp to d.o.d.nt,
'::::::;ii::!::i:i':: ~::!!::: ;.:'. :;i;i:!::Ji!i::!::::'m:i!!!:::\
",,:::::.;,;,::i"':;':':':i::;i::!:!:;i!Hi!i!;!ik:"
,:":.:::",,,:,:::
.. : l OFf' Ie iAL., .U$
.. EPAij~Mt~~,:.
<, . , :," ; : : : ! ; ': i::: ::!: Ii;::, : : ; 1 :: I : I : ' ! ' : ~ ! : ! ,: : ! '
"A~ t'~ \'~!~T"''!'RU!T ^~C"tl~,,!,!
RP.TI!"'~ " C'nM"'.lT^TI{l~ (I~
1. O.ta E.tMbllehad 1
2. Account ..1....0. 2
S. P.roant 'a.abl. 5
4. AMOunt Subjaot to Tax ~
I. D.bte and Deduotlona 1
6. A..ount Ta.abl. ,
7. T.x R. ta 7
.. T.. Du. e
; , , ' , ' ': '~'::: ~ : , : : ::: i ,,. .,
x
:::I!::::,I::;:':'::;:.,::::';:;,;';';':"":""I;:;':'1"::i:!!i;!!i:i!i:iiii:!i!!!ii
.' :,,.:::!":::!::;, . ::'::;;:Ii,::::i~ ::;::::'\ ":::'1:::;::: :;i::i!::::ji:jil:iil:!iiij
"""/::':";' ;::;:::::;::i ':':':,',i 'il'; il::I:::,:.:i:>i:I::!::!!i;:::;:!:::;!:!!:::!!
".",.",.",.",,1.:,:1';';,':. ":"':",::":!:!';i:h:i:'iii!:!!!!i;j!;i;i!
x
:,7. :!:.,. ....
"/ ':8'
DEBTS AND DEDUCTIONS CLAIMED
"1';'::;1,:'.:,::1;',::;:::::":;:
PART
[!]
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
I
-I
TOTAL IEnt.r on Lin. S of Tax Co..putation)
J
.
Und.r .en.1ti.. of p.rjur~, I d.alar. th.t the fact. I hav. r.port.d .boy. .r. tru., corr8Ct end
OOMP1.t. to th. ba.t of .y knowladg. and ballaf.
TAXPAYER SIGNATURE
HOME ( )
WORK ( )
TFI FPHnNF NlU","F.~ nATF,
i .1"q~III<. 1""1 \ \
1:,ifwt~ FU~~r:LDE~~~N~ES,
CO/ol/olONW,^,HI of p'NNmVANIA ADMINISTRATIVE COSTS AND
~_~'~~~\1t:i.~1'D\^c\~~mR~ _ __ _MISC~~LA~E()US EXP~SES ___~ PI.a~._P!I~t_!'! TV~' ---
=_:' f,JE;l)4~G ~, t -0: ~~~-L'"~"-~~~
DESCRIPTION AMOUNT
ITI!M
NUMBER
-
A.
1,
B.'
1.
7..
...' "",'~n ...".,'
-~._~_.~.~--~----..~-------,--"--~-~.~,~~~_._-------_.---"-~,.~.~'-~~,.,~-~--~-_..
_.....----~-~----.--
cf' C) J": :c..!
Fun.ral E~p.nl"l - .1 .
FA ~ k , ~ c - 'iv I ~ \1 ~ '>of) "
F" ~ h ~ 1
I) . h, ~-
Admlnlllrotlv, COlt..
Personal Representative Commissions
Soda! Securlly Number of Personal Repre.entallve:
Veur Commissions paid --
!?-7.;. 13-
Attorney fees
7D~1 ,h\hviJt-
3. ' family Exemption
Claimant
Address of Claimant ot decedent'. death
4.
.C,
1.
7,
3.
4.
S.
6.
7.
8.
Relatlonshlp -
Streel Addre..
City _,.
--
Zip Codl
State
Probote fees
Mllc.lIan,oul bp.nl."
f,'U') +-<t
1:.J, _;+f-t>.,r ~
l-I\i
~ ~ +"'/10'1
I J"
f0'
\) V
--
s I I fI- }..r
TOTAL (Also enlor on line 9, RecQpltulatlon)
(If more IPQC.l1 n..d.d, Inl.rt additional Ih..tl of lam. II...)
-~------
--
,~
#"'~~'"
=~... "'~'~'~~~
(f . 'iu
.
1, 1/,/ . f9 j
? f)-~ 1:4 ~ 'liJ y
" !J~l,;\
f.-J 10 v
,
01-
IJ
'fir. ~'. ~ (j'"
.. ~( I; r ~ ~ 3 I
of..
f'-ef,
)0/1,
'L_ f~!!{J~-
~ v.p'/~ I,,,,, J L:)!/
VI-') ~,
~f
,
1'1
7
~~.J--' (;-r.1
22;~,< t~.-w,~.
, f; ~' \d
1 '~.I
(;;1
C':J
!:.'.~
(,n~
"-l
t, ~1,
., ~'i
J
"f
',r' r"';' --- .,'- '
- .,.~..... -~
... "
c-'~;-.~;r _'\~ .T ,~~_.
!
...".........-.;.:..'.".....'
...., .,.>. -~
, f-
\',1 l
.J [; '0"
1'" "')
VI) I"
;li~ :ir; .1";;
1'-(','\""<')
Ii' . ~,o./, .
,,' \~J! f'I;
V' '. ,.,
f j': i';-:
-
-
.
"
..::
~
-
-
"
"
-
.-
1,
-=
,
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--
1,_ c::>
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BUREAU Of INDIVIDUAL TAMES
IHllCAllAMCC UN DIVISI'"
litO!. 21..01
11AARISlURO, e>>A 11121-06'H
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
*'
("~
NOTICE Of INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEBUC110NS AND ASSE~SMENT Of lAM
.n."..' 1M If' In,",
12-08-97
KElLER
08-23-97
21 97-0702
CUMBERLAND
101
[----~~~:_~ l
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R"iV:iii;1-iif-AFP"iO!i:,;j'"ilOifici"'OF-i"liHiROifAHiCi"ifAX"A'pjiRiiiiiifiilT~"'ALi:oiiAifci"CiR-"-"--O"-"'"-"-"'
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGARET L FILE NO. 21 97-0702 ACN 101
LINDA H ZIMMERMAN.
2200 VALLEV GREEN RD
ETTERS PA 17319
DATE
ESTATE 01'
DATE OF DEATH
FILE NUMBER
COUNT V
ACN
MARGARET
L
DATI
12-08-97
liT ATE OF KElLER
TAK RETURN liAS. I X) ACCEPTED AS fILED
I ' ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Rool E .toto I Sot.ockllo A)
2. stock. and Bond. CSchedule Bl
S. Clo.olY Held Stook/P.rtnor.hlp Intoro.t ISohodulo C)
~, Hartlal../Hot.. Receiyable <<Schedule D)
5. Cain/lank nepollt,/H1Ic, Parlanal Property <<Schedule E)
.. Jointly Own.d Proporty ISohodulo f)
7. Trlnlfart <<Schedule Q)
8. Toto I A.ute
NOTE I To insure proper
credit to your account,
tub..it the upper portion
of thil forM with your
tax pay",.nt.
.00
.00
.00
.00
2.232.00
. 09-
33.418.05
II)
III
(2)
131
141_
IS!
l&l
(71_
35.650.05
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. Funeral E)(p.n.../Ad~. COlta/HiIO, Expan... (Schedule Hl
10. Dobt./Hurt.o.. L1Mbllltl../L1.n. (Sohodulo II
II. To..1 Docklotlon.
12. N.t Voluo 01 T.. Roturn
1S. Ch.rlt~l./QOY.rnM.nt.l ..qua.t.; Hon-elacted 9115 Tru.t.
14, N.t V.lu, 01 Eoioto Subj.ot to To.
1,185.28
154.34
IUI
U21
USl
U41
1.31'1 112
34,310.43
.00
34.310.43
will
t91
UO)_
(Sohodulo J!
If .n ......m.nt w.. i..u.d pr.viou.1Y, lin.. 14, 15 .nd/or 16, 17 .nd 11
r.fl.ot figur.. th.t includ. the tot.l of abk r.turn. ....'..d to d.t..
ASSESBMENT OF TAXI
II. A.ount 01 Llno 14 .t Spou.ol rot~ IISl
I'. A.ount 01 Llno 14 to.oblo ot Llnool/CI... A r.to 11.1
17. AMOUnt 01 Llno 14 t..oblo .t Collot.roI/CI... B rot~ 1171
18. Prlnolp.1 T.. ou.
TAX CREDITS:
PAYHENT
DATE
08-20-97
NOTE:
.00 M ,00.
-:00 M .06.
34,310.43 M.15.
U8)
.00
.00
5,146.56
5.146,56
RECElPl
NUMBER
AA211662
DISCOUNT I')
INTERESI/PEN PAID I-I
257.33
AHOUI4T PAID
4,889--:-23
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,146.56
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN 'I. NO PAYHENT IS REQUIRED,
If TOTAL DUE IS REFLECTED AS A "CREOn" (CRI. YOU MAY BE OUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS,I
~~
MESERYA11ON, E.I.I.. Df d.....nl. d,lnl .. Dr b.fD" o.e.ob.r 12. 1912 -- I' en, fUlu,. Inl.r,'I In lhe..I.I. I. Iren.f.rr.d
In .D.....I.. .r .njD,oonl 10 '1... I (.DII.I.r.') b.n.fl.l.rl.. Df Ih. d.....nl .fl.r Ih. .,.lr.I1Dn of on, ..1.1. fDr
11f. Dr fD' ,..r.. lho .D.......,lh h.,.b, .,.,...1, ,...r..' Ih. rllhl ID ...,.1.. .nd ...... I,on.f.' Inh.rll.... ,.,..
at the IlwfUI CllIII . (colllhrlll rat. on any lueh futUtfol lntlrut.
.URPOSE Of
HOnCEI
To fulflU ,.,. r.qulr...nt. of SIOtlon Zl40 of thl Inhlrttanol and E.tate TIX' Act, lot 21 of 199!i. (72 P,S.
Slotlon 9140).
D.I..h Ih. 10. .0,IIDn .f Ih1. Hol1.. ond .ub.II wllh ye., poy..nl 10 Ih. R..1.I" D' Will. .rlnl.d Dn .h. ,...r.. .Id..
~-".k' chlok or lonlY order plyablll tOI REGISTER OF IfILLS, AGENT
PlVI€HT I
REFUND (eR) I
A r.fund of . taM orldit, which WI' not raqua.tad on thl lex Raturn, .ay bl raqua.tad by cOMplatlng an "lPplloatlon
for Refund of Plnn,ylvanta Inhlrlt8noll and E,tat. TaK" (REY-I!l)), APpllcatlont ara Ivallabll at thlOfflcl
of thl Raa'I'lr of Willi. any of thl 21 Ravlnul Dlltrlct Offlo.., or by oalllng thl .p.ol~l Z4-hour
an.werln. ..rvlol nUlblrt for for" ord.ring: In p.nn.ylv.nla 1-&OQ-362-2050, olAtsld' P.nn.vlvanla and
wlthln local Harrl.burg ara. (111) 7a1~a094, TOO' (111) 112.1,252 (H..ring I~p.lr.d Only).
Any party In Int.r..t not .atl.fl.d with the .ppr.l....nt, allo~~ne' or dl..llow.nc. of d.ductlon., or ........nt
of tall (Including dlse.oun't or Int.r..t\ IllS .hown on thh NoUc, .u.t obj.ct within .lllty (60) day. of r.c.ipt of
thh Notlc. bYI
--wrlll.n p,o...1 ID Ih. .. D..orl..nl .f R...n.., .Dord of A....I.. D.p\. "lOll, H.rrl.bu", .. l7IZ1-lOll, DR
-~.l.ctlon to have the .att.r d.t.relnld at audit of the account of the p.rlonal r.pr...ntativ., OR
.-.,p..l to the orphan.. Court.
OIJECTlONS I
ADMlH
ISlRAlIYE
CORRECTlOHSI
f.ctu.l .rror. dhcovar.d on this ........nt .hould b. .ddr....d in "rlUng tOI P. O.p.rtlll.nt of R.v.nut,
lur.eU of Individual Tall", ArTNl POlt ......III.nt R.vi.w UnH. n.pt. 2&0601, Harrl.burg, PA 17lZI~0601
Phon' <1l7) 711-6~OS. S.. p.,e S of the bookl.t "In.tructton. fl)r Inh.rHanca TIll Raturn for a ,...ld.nt
D.cadent" (REY-lSOl) for an a~pl.natlon of adalnl.tratlv.IY cnrr.ctabla .rror..
If any t.M due I. p.ld within thr.. (3) cel.nder .onthll aft.r the d.c.d.nt'. d.ath. a five p.rc.nt (S%) dl.oount of
the teM paid 1. allow.d.
Th' 16% taM ..n..ty non~p.rtlolpatlon p.nelty 1. oo~put.d on the total of the tux and lnt.r..t .......d, .nd not
paid b.for' J~nuarY II, 1996. the f1rst dav .ft.r the and of the tax ..n.sty p.rlod. Thl. non-p.rtlolpatlon
..n.II' I. .....,.bl. In Ih. .... .onn., .nd In Ih. Ih. ,... II.. ..rIDd .. ,ou wD.ld ....., Ih. I" .nd In I"'"
that ha. b..n ....II.d a. lndlcatod on this "oUo"
Intere.t l. cherged be.lnnln' with ftr.t day of d.linquency, or nln. (9) 'onths and one (1) dey fro' the date of
d..lh, ID Ih' d.l. Df .."...\. ro,.. whl,h b..... d.lln,u.n' b.foro J.nu." I, I'" b.or In lor..' .1 Ih. "I. .f
.lx ('Y.) p.rc.nt per annue calculat.d .t . dally rat. of .000164. All tall" which beeallla d.llnqu.nt on .nd aft.r
Januery 1, 191Z will be.r int.re.t at . r.t. whieh Hill vary fro. ~al.ndar y.ar to cal.ndar y.ar with tn.t rat.
announced by the PA Oepert,.nt of Revenue. Th. applicable Int.r..t rat.. for 1982 through 1991 erel
'!!!! Int.r..t Rata DallY Inter..t factor ~ Intera.t Rata OatlY Intar..t Factor
1912 20;: .000541 1911 9% .000247
1911 1'% .OO04JI 19l1-1991 11% .000101
nl4 11i! .000301 1992 9:'. .000241
1"8S 13% .Do01S. 1993-1994 n .00019Z
1916 10% .000214 1995~~.'91 9:'. .000Z41
~-lnt.r..t It o.hul.ted .. follow'!
INTEREST a BALANCE OF TAX UMPAID X NUMBER OF OAYB DELINqUENT X DAILY INTEREST FACTOR
--Any "oUce h.uad .ft.r the tax b.co... d.linqu.nt will raf,tect an Inter.st calculation to f\ft.en (15) day'
b,YOnd th.data of the ........nt. If pay..nt i. .ad. aft.r the inter..t to.,utatlon data .~own on the
Notice, additional Int.r..t .ust b. cahulatad.
DlSCOUHT 1
PENAL TV I
INTEREST I