HomeMy WebLinkAbout97-00784
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R[V. !!llH)lD( ,[7.94!
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
rOIl DAlt!, or OIiAIH ^" fEll 1;':.11191 GH[<;I( HE'U;
If- "':;/'(lll~i^l I"-L
_eQYfflr.!.~ftUl!l!.L~!...~lMS1L~ _.... _.
FILE NUMBER
cOM ~19pm~~~\ ~U,';l'ttjJj!~\\~ ANI!
tl'AHI!l~BJ;hi~~~9\" 060'
COUNTVCOD[
~ 1 .97.
lKLf
NUMBER
'i~An
~
C
,
otCr.OEN1'~j NAML (l.A~II, rlH'il. MllI.110[ll.[ INiTIAl.) llL:CEOLNT'!, COMPI [rt A(JD'U:'i~;
Suld<H'N HilIT! S. /,0 TrlNh Gap ROlld
'~;;~;~~~~~;;~~:JM~~~]~~:~;~j):{~~'~_ ,:~:~(;':/~r~\ 1-- co""yell r I ~:~::,:r ~:Ttd I 7013
(IF APPLICABLE I SURVIVING !iPOU';E'S NAME (lA!.T,FHl:,T AND MIDDLE INITlAU ~OG1AL SEGUHITY NUMBER M,10UNT RECEIVEO(SEE INSTRUCTIONS)
0.00
X 1. Original Roturn
... limited Eslale
03.
05.
o 8.
---r:.Ji Supplomol1lal Return
D 41, Future Inlere~t Compromise
(10' dates 01 death atter 12..12-821
Decodent Died Testate 0 7, Docedent Maintained a Living Trust
(Attach copy 01 Willi (Attach a copy 01 Trusll
C pALL CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T~
o 0 NM.4E COMPLETE MAILlNQ ADOFIESS
R N
~ ~ Marcus A. McKnight III, Esqulro IRWIN, McKNIGHT & HUGHES
S N TELEPHONE NUMS'R 60 West. Pomfret Street
- T 717-2/,9-2353 Carlisle PA 171lU
1. Real Estale (Schedule AI 1) NoTtIJ
2. Stocks and Bonds (Schedule BI (2) __ None
3. Closely Held Stock/Partnership Interest (Schedule CI (3) NonlJ
4. Mongages and Noles R"OIvable (Schedule 01 (4) NonlJ
6. Cash, Bank Deposits & Mi!.icellaneous Personal Property (5ch E) (5) 1 ,1J 38.71
6. JOinily Owned Property (Schedule F) (6) NoTte
7. Translers (Schedule G) (Schedule LI (7) NonlJ
8. Total GlOSS Assets (total lines 1-7)
9. Funeral Expenses. Administralivo COSls, Miscellaneous
Ellpenses (Schedule H)
10. Oebls. Mortgage liabilities. liens (Schedule I)
11. Tot., Deductions (Iolal Lines 9 & 101
12. Net Value 01 Estato (Line 8 minus Line 111
13. Charitable and GovernmenlalBequests (Schedule JJ
14. Not Value Subject 10 Tax (line 12 minus L.!!'e 13)
15. Spousal Translers (for dales of death alter 6-30-94)
See Instructions for Applicable Percentage on page 2.
(Indude values horn Schedule K or Schedule M.)
16. Amount 01 Une 14 taxable a16% rale
(Include values from Schedule K or Schedule M.)
17. AmOllnt of Line 14 lilxable at 150/'0 rate
(Include values from Schedule K or Schedule M.)
18. Principal tax due (Add tax lrom line 15, 16 and 17.)
19. Credits/Sp Poverty Prior Payments Discount
o . 00 + O. 00 + 0 . 00
---
20. Jf Line 19 is greater than Line 18, enter the difference on line 20. This is the OVERPAYMENT,
m 0 ICheck here" you .re requesting a refund of your oveTpayment.1
21. II line 18 is greater lhan line 19. enter the dillerence on Line 21. This IS the TAX DUE,
A. Enter the interest on the balance due on Line 21A
B. Enler Ihelotal of Une 21.nd 21A on Line 218 ThIS is the BALANCE DUE.
Make Check Pa able 10' Re 'ele, of Wills, A enl
· · BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Urdef pftflalli1l9 of perjury, I decl~ffl thaI I havl'le~~mlned Ihi9 return. Including accompanying 9chedule9 and statements, and to Ihe bllst of my I::nowledge and belief, It Is tlue.
correct ana complnte.l der.lilfe that all real p.Mtilte hu been reported ill true milfl;et value Declilfatlon of prep~rer olhelthan the pef!lonal lepresenlallve Is bll9ltd on alllnlormallon of
which pfllP""H him any I::nowll'Jdge.
CAr
~ ~ 0
C R C
K ~ ~ ~ 6.
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(9)
175,00
(10)
None
(15)
0.00 X
(18)
Remainder ROlurn
(lor dates 01 doath prior to 12..13-821
FedfUal Estato TClX Return Required
Tol.1 Number 01 S.fe Deposit Boxes
(8)
1,/,38.71
(11)
(12)
(13)
(14)
175.00
1,263.71
None
1,263.71
,
0.00
o . 00 X .06 '
0.00
T
A
X
C
o
M
P
U
T
A
!
N
(17)
1,263.71X15'
189.56
Interest
0.01l
SIGNATURE OF PEASON RESPONSIBLE FOR FILING RETURN Mil dred M. She 11 er
144A McAllister Church ROlld
(;;;t: i i ~l<i.;PA . 1701:i .
IRW [N, McKNIGHT [, HUGHES
60 Wast Pomfrot St.reot
Carlisle, PA .17011
!JoIlWil/ll oni)' Cf'Systom'l.lnc
(lB)
189.56
(19)
(20)
0.00
0.00
(21)
(21A)
(21B)
189.56
0.00
189.56
DATE
DATE
FCJr~ 1500 (Rev 7.9",
"-.} ,/ (:/
/::.).. ;. () '1 .. ,,'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(1/
~f..
~'
IUR~AU OF INDIYIDUAL TA~ES
INHERIlAHCE 'All DIVISION
DEPT. ZehOl
HARRISeURO, ~~ 11118-0bOI
NOTICE OF INHERITANCE TAK
APPRAISEHENT, ALLOWANCE O~ DISALLOWANCE
OF DEDUCTIONS AND ASSESSHF.NT OF TAM
11~.lh' till' llt,"1
12-22-97
SEIDERS
04-19-97
21 97-0'/84
CUMBERLANO
101
E_A"OunfRO"lj~~=_. I
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ..
R iV: is;,," Eic oil pi." i 0'9-:9;T"iloT" i 13 r "oF" i NHER"ii'ANcr," TAX- A jiPRii iSEiiiNr; -ilU"OWANCE"iiR' OM 0 - --""_.- -" -"""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRY S FILE NO. 21 97-0784 /LeN 101
DATE
ESTAT! OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MARCUS A. KNIGHT III, ESQ
IRWIN, MCKIGHT HUGHES
60 WEST POMFRET ST.
CARLISLE PA 17013
ESTATE OF SEIDERS
TAK RnURN WAS I (X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto ISchodulo Al
2. stock I and londl (Schedule B)
3. Clo.ely Held stock/Partner.hip Intere.t (Schedule C)
4. "origaga,/Not.. Receivable (Schedule D)
S. C..h/lank Dapoalt./Hlsc. Parlonal Property (Schedule E)
6. Jointly OWnod Proporty ISchodulo F)
7. Transfart (Schedule Q)
I. Totol A..ot.
HARRY
S
DATE
12-22-97
I 1 CHANGED
III
(2)
(3)
(4)
(5)
161
I'll
.00
.00
.00
.00
1,438.71
.00
.00
III
1,438.71
NOTE: To inlur. proper
cradit to your .coount~
lubnit the upper portion
of this forll with your
tax PI)!...nt.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expans../Adn. Cottl/Hile. Expan... (Schedule H)
10. Dobt./Hort.o.o LI.bllltlo./LI.nl ISchodulo I)
11. Totol Doductlon.
12. N.t Velue of 'Tel( R.tU,.rl
15. Ch.,.lt.ble/Govern..nt.l aequest.) Non-.lected 9113 Trust. (Schedule J)
14. Not Voluo of Est.to SubJoct to To.
NOTE:
1'1' an a.se..m.nt wa. issued previou.lY, lin.. 14, 15 and/or 16, 17 and 11 will
r.'I'l.ct 'l'igure. that include tha total 0'1' ~ return. a......d to dat..
ASSESSMENT OF TAXI
IS. A"ount of Llno 14 ot Spou.ol roto CIS)
16. AMount of L1no 14 to.oblo ot Lino~l/Clo.. A roto (16)
17. A~unt of Llno 14 to.ublo ot Coll.torol/Clo.. B roto (17)
1a. p,.lnclpa1 Tal( Due
TAX CREDITS I
PAVHENT
DATE
09-25-97
RECEIPT
NUHBER
AA242270
DISCOUNT 1'1
INTEREST IPEN PAID 1..1
.00
191
(10)
175.00
.00
1111
(12)
1151
1141
171; .QJL
1.263.71
.00
1,263.71
.00 K .00,
.00 K .06,
1,263.71 K.15,
1181
.00
.00
189.56
IB9.56
AHOUNT PAID
189.56
TOTAL TAX CREDIT 189.56 'l
BALANCE OF TAX DUE .00 ~
l INTEREST AND PEN. .~
TOTAL DUE ~
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "C~EDIT" IC~), YOU HAV IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~H FOR INSTRUCTIONS. I
. IF ~AIO AFTER DATE INDICATED, SEE REYERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
~ESERY~T10N,
PURPOSE OF
HOlleE:
PAVHEHT I
AEfUHD (eR) I
OIJECTIONS;
A~IN
JS1RATlYE
CORRECTIONS,
DISCOUNT 1
PENAL lV I
INTEREST 1
"
Eltllt.. of dec.dents dying on or blfor. a.celther 12, 1912 -- If any future Inter..t In thl ..tat. II 'rlnlflrred
In po.....lon or enjoy..nt tD Cia.. " (coll.t.r.U b,.,.41ol,rl.. of tnll dleldlnt after thl IKP'r.Uon of Inll ..tate ~or
IIf. or for 1I,.r., thl COIIl'l1nw..lth h.r,by l)Cpr.nly rt..lr,," thl rlllht to IIfIpral.. Ind ...... trantf,r lnhedtanol TIlKII
at thl hwful Ch.. . ((JoUat.raU rat. on any luch future Intarut.
To fulfill thl requir...nt. of Slation l140 of thl Inherltenee Ind E,t.te 'rlIC Aot, Aot Z1 of 19'5, <72 P,S.
5.otlon 9140).
O.tloh thl top portion of thil Nottu and lub.it with your PIII.."t to the AIIII.tlr of wll11 prlntad on thl rllllr.. .tclt.
4~"ak. chlok or Iloney order paylble tal REGISTER OF MILLS, AGENT
A refund of I t.x credit, which WI' not rlqul.tld on the Tax R.turn, .ey bt rlqul.tld b~ coaplltlng an "Appllcfttion
for Rlfund of P'M.ylvanla Inhlrit.nce imd Estate TalC" (REV~UU). AppltolHon. ar. Iv.U.ble at thlOfflu
of thl AIghtlr of NUll, Iny of the 23 Alvenue ohtrict OffiCII, or by calling the IPlcial 24~ho"r
an.wlrlng .ervlel numblr. for for" ordlrlngl In Plnn.ylv.ni. 1-800-362~2C~O, out.ldl Penn.ylvlnia .nd
within 10cIl Harrisburg arl. (717) 787-1094, TOOl (717) 112-22Sl UI..r1ng IIIPalred Only).
Any party in lntlrllt not ..tI.flld with thl appral"lIIlnt, .Uo..ancl ot dlullowancl of d6ductlon" ur ".......nt
of tall (Including di.count or Int.r..tl at .hown on this Hotle. 1I.....t objlct within .llCty 160J dlY' of rlclllpt of
this Hotlcl bYI
--",rittln prote"t to thl PA Depart.ent of R.vlnue, Board af App.al., Dept, 211021, Harrltbura, PA 11121-1021, OR
MMel.ICUon to ha". thl ..thr d,t,,"ln.d at audit of the account of the perlonll rIPr..l"t.tlvl, OR
-~'PP'11 to the Orpha".' Court.
Fectul1 Irror. dlnov.rld on thi. ........"t .hould be .ddr....d In ",rltlng tOI PA D.plllrt.lnt of RIYlnU',
Jureau of Indlvldl.lel TalCI', ATTH: po.t Au.....nt RI\'I... Unit, Dep\. za0601, HarrJlburg, PA \7128"0601
Phon. 17111 787M6S0!;, Se. P'P 5 of thl onokllt "In.tructlont for InheritancI Tat( Rlturn for I Relid.nt
O,cldent" (REYMISDl) for an 'Mpllnltlon of aOIIlnl.tr.tlv.ly correct.bll Irror..
If any tl1l( due It p.ld ..Uhln thral (3) ollend.r tonth. Iftlr the d.cedent., d..th, . fivI parc."t U:O dhcount of
the tllC paid II .Uo..ed,
The ISI: tlM .."e.tv non~plrtle.p.tlon p.n.lty I. co~put.d on the tot.l of thl tax and Int.rl.t .......d, and not
paid blfar. January 11, 1996, the flr.t day eft" thl .nd of the tIJIl ..""ty plrlod, Thlt nan.pertlclPIUon
pI"llty It .p..l.bl. In thl .... IIllnnlt I!Ind In the the 1IlI" tI.e par lad II YI)U would app..l the hlC and Int.r..t
th.t hn bl,n .......d I' Indle.t.d on thl. nallel,
lnternt h charged blClIMlnl ..lth first day of dellnqu.noy, or nln. I" .onth. and on, (I) d.y fro. thl dati of
de.th, to the dl'e of ply.ent. T'M" ..hlch blc", d.l1nqu.nt be for. JanulIry 1, 1'UI2 b.ar Internt It thl rlta of
.ill <61:) percent pit ano08 tl.lc:ulBt.d at a dally rate of ,000164, All ta~u which blene dlUnqulnt on IlInd after
Janulry 1, 1912 ..Ul bltr Intlrut at a rl!ltl which will vary fro. el'llendllr 'Iear to cIllndllr y..r ..HI'! that rete
lInnourlcld bY the PA OIPlrt.ent of Rey'o~lII, Thl .PPUclbl. lnt.r..t ratl' for 1981 through 1991 a"l
~ Intlrut Ratl O.llY Interut Fl'lctC'r !!!! Int.r..t Rate DailY Inter.. t Factor
1,.2 20X ,OOOSitl 1911 'X ,000247
1"13 16:< ,000411 1988"1991 11% ,00U01
19'~ lIX .ClO0301 1992 91: ,000l47
IUS 13lC ,0003S6 1993-1'194 ]X ,000192
1916 lOX .000114 1995-1991 'X ,000247
.~Int.r..t It c.lcul.tld .. fol10w'l
INT~R~ST . BALANC~ OF TAX UNPAID K NUH8~R OF DAYS DtLINQU~NT X DAILY INTEREST FACTOR
~-Any Hotloe Istued Ifter the tlM beeOH' dellnqulnt will rlU.et eo lnt.rut ollcuhtlon to flftl" US) d.yl
blyond the dlte of thl ........nt. If ply.,nt h .adl aft., thtl Intarllt eOllputaUon d.tl thown on thl
Hatlal, addltion.l Intlre.t ""It bt ellcul.tld.
COMMONWIALTH OF PINNSYLVANIA
COUNTY OF CUMIIRLAND
II:
.. MIL.DRED M. S"EI;I,I~R
being duly. SWORN . according 10 law, dopolel and sayl that she 1.S:J:1lE
___ .EXECUTRIX of tho Ellote of...IIAIlRY.-S~SIi:lDKIlS . .~_... -.....-....
lete of . PENN TOWNSHIP' Cumborland County, Po" doceaud and thet the
wllhln II an Invenlory modo by . HER -----., the said ---..- .EXECUTRIX-.....--
01 the entire ellole of said decedenl, conllsllng of all the porlonal prop..ty and real ellote, except real utate ouhlde
Ihe Commonwealth of Pennlylvanla, and thallhe figurel oppolite each Ilem of Ihe Inventory reprelent It's fair value
u of the dolo of decedonl's dealh.
S'IlORN
. and lublcribed bofore me,
)~m..E!:,;&!t::'I.trat~; SHELLER
144AKcALLISTER CHURCHRQAIL_-
"- --.----
CARLISLE PA
17013
. . .-...... ........-.-]
f\lOIU(j~11 C,uai
JUcqUOIUlO L. Dmwbt\u\)h, N(Jt,.IIY f '11l.:'!.: .~...
C.rll.lo Bora, Cumbo,land County
My Comm'sslon Explre. Aug 14, t "(),,
Merrbor,Pon~~'~
of Death 19
Dav
Addr."
Dot.
_.AJ'.IU.L __
Month
.._..l2.22._______ .-
V..r
INSTRUCTIONS
I. An Inventory must be flied wilhln three monlhs afler appointment of personal representative.
2. A supplement Invenlory mUlt be filed within thirty daYI of dllcovery of additional aneh.
3. Additional sheets may be attached al 10 personally or realty
4. See Article IV, Fiduciaries Act of 1949,
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