HomeMy WebLinkAbout97-00817
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Real E.tale ISchedule AI
Slack. and Bond. ISch.dule 6)
Clo.ely Held S'acklPa,tne"hlp Inlere.' ISchedule CJ
Mortgages and Noles Receivable (Schedule Dl
5, Cash, Bank Deposit' & Miscellaneous Perianal Properly
15chedule E)
6. Jointly Owned Properly ISchedule F)
7, Tran.fe" ISchedule 0) {Schedul.lI
8. Total Gron Au," (lolalllnes 1.71
9. Funeral Expenses, AdmlnlU,oli'l8 Cosh, Miscellaneous
EKpen.e. (Schedule HI
10, Debts, Marlgage liabllllle., Lien. ISchedule I)
II. T alai Oeducliont Ilalnlllne. 9 & 101
12, Ne' Value 01 Eifol. (line 8 minus Une 111
13. Charitable Clnd Governmental 8equ8slt ISchedule Jl
14, Net Value Subject to lax Illne 12 minulline lJ)
15, Spau.al Trond8ll liar dale. al death aher 6.30.941
See Int'rucllons for Applicable Percentage on Reverse (151 --
Side, (Indude values from Schedule k or Schedule M.)
16. Amount of lInlt 14 IOll;obltt 01 6% role
llnclude valuel from Schedule K ot Schedule M'I
17, Amount of line 14 taKabl, at 15% role
llnclude values from Schedule K or Schedule M,l
18. Prindpallox due (Add 101( from Llne$ 15, 16 and 17,)
IQ, Credlls Spousal Poverty Credil Prior Payments
-,-- + +
20, II line 191. grealer Ihan line 18, enle, Ihe dlHerence an Line 20. Thill. the OVERPAYMENT,
liD
21. If Line 18 Is great.r than line 19, .nler the dlff.renc. on line 21. This is the TAX DUE.
A. Enter Ih. Inl.r.st on Ihe balanc. due on Une 21A.
B, En.er Ihelalal 0' Line 21 and 21A an line 21B, Thl.I.,he BALANCE DUE,
Make Check Payablo la, Regl,'e, af Will., Agont
il,yt:,i'\/:. i.' .. ...UI. TO AN'W.I ALL QU....tlONU).'UJYIR.nl\)>>JMt..liJCf~
Und.r penalties of perjury, I d.c1are Ihat I have eKomlned this rClturn, Including ac.:ompan).'lng sct-t.dul'l and ,tatem.n.., and 10 the b." of my knowledg. and belief,
ills true, corr,cl and complet.. I d.clare that all real .slate has boen reported 01 Irue market ...alue. Declaration of pre parer other thon ,"e personal reprllenlatl...e Is
bated on (llIlnformallon l.~f which preporer ha. any knowl.dge.
SlO~.~~UIl:( 0' ,fUON .f~'Q~518(f.'9J1 flUN RElURN . . AODll:fSS
Q.d./f, rf'..1di - w' (:1? 1/c./11 Dr, J
SlGNA1Ull:I 0' PilE PARER ounll: THAN IIEPIIUfN1ATIVE ADDRESS
,
UV, I5OO!K+ (/.9'1
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iU
uE~
...
iii
fil
hi
..
/ ( -: ,:l 0(; - /;L , ,
"-, ,,:.-'- \...--'"
po. DATil 0' DIATH A"I. \2/3' /9, CHICK H~.E
INHERITANCE TAX RETURN ~o~::~U~~DIT IICLAIMID 0
RESID~NT DECEDENT .iLI HUMli. -..-.------- oy 7
COMMONW!ALTH 01 P!NNSVlVANIA (TO BE FILED IN DUPLICATE Q
OfPAltlM!N' Of RfvENUf " ( C 7
HARRISfJlb, ~~~I,,0601 WITH REGISTER OF WILLS) COUNTY CODE CJ'.. YEAR 7 __ . NUMIER
DE 'NAMt I(An~ '1;;1, AND MIDDlf"-iNi,iALI -- . :uIC!DINl" COMPUU ADDun .-..--.
S'/ /. /~, ;,:!!tt,"~:,;"I\Y'II'''i''
iOd%-#"tl;iff.1:.t:.-----p>AWQ,O"'" "oA.'illi'iii,."-. PI' I'" . ;{ ill'-. I. ('
PJ.2.::J). (- :~~. ;;C~J._.J?::l~':~ll zJ A::_3.=-i~":: [~~(t'I:"CI;~ :.!;;::;1!j~~(~_~_'-,--
III ,,",,ueA'lll 'VIVIVIr-K, VOI,JU" ~IAN (LAS!, IIUI MlO MIOOIIINI11A,lj 50CIAl U(UIIIIY NUMlfR "'MOUNl Il:ECEIV!D (SU IN5TRUCTlON")
____ffj_IL,.H..~._._. _...____.ft!lIL_._._______. I[I/tl -.-------,
EJ 1. Original Relurn r] 2, Supple menial Relu," [] 3,
[J 5.
Q_ 8. Total Number of Safe Oepolit Box..
.
~ 4,
[gJ 6,
[1 .40. Future Inter..' Compromise
(lor date. 01 deolh after 12,12.B21
7. D.cedent Malnlolned a living Trust
IAllach copy 01 Tru.tl
-J
Remainder Return
Ila, dole' af dealh prlar la 12.13,82)
Federal E.'ate Tal( Return Required
Limited Ellote
""8
l:!..
..,.,
8f
OMPUlE M I Res
/ ?, '7 ;.;;, 11'17') r '.
__, /'1~ (';;(tll,(s/)u~4=TA
(11-.--.--. (" Dt,..
121 ,-..------~ (, (\
(31 _,,.[" (] 6 ,
I 4 I ______~_C!..LP 0 -
15) _, (,C:;-3 S> X 7
I ~ r)~C;-_~
z
5!
~
~
hi
0:
161 _.__._._0, (! C'_
I 7 ) 0 I 60
;; <:;3.(;;1 ll-
18)
191___Z!l,3,O~
()IDO
1101 -
7)' 3/0.2.-
?5 I/../.,;{r:::;-
/ b.~ ,*~
6' t'j! C;, ? ()
1111
(12)
113) _
114)
~/DO
)C._IS
1161 (lIU () . ,06 =
117) _.~0JJ2.f)__. .15 =
_..______9.2.0:.2_
Q71.2
._L.LL'J!::.. _
z
Ii!
i<
...
~
.
8
S
(181
Inle'e~1
Discount
{),OO
(), DO
(191
(20)
CIIl.ck hl'll' II you elf(' f('qul'~hnH (l ,,,fund of yOlH OV("puynll'Il"
o 7, //.7
1211 _____L._ '/" ~,
121A) ___.. 6 ' C> 0
121BI ____3 ;7; /,L 7
!'1t'I'/all}[ .j'(1 '.'J T"'A
OAn .
//J/VY?
DAlE ( /
/?O,C,S..
"'''U..."II, '* l l
COMMONW!~UH 0' ;WNlVlVANIA AD~~~~~~~~~~;~1~:'AND
.. IN~\~:I~~)la'tc'!~J~~'N ~_~_ . ._. MIS~~LLAN.~~~S EX~~,~SES ._ Plea",Pr.!ntor TVp.
UTATI orc., . ' (' . / =r: NUMBER
'u ) I d () r l..-:>- r oce A ,
,_,___..._n. ,_''''.__". _.._...)..,..".. ....''''''..,,"-----.......-...... ,....--..-,....,--.." ----~-----
ITEM
NUMBER DESCRIPTION
___.~___ _~~_...... ~_._________..,.._,___~~.....~_.... ,.c_____..._____"____._~_________
A. Fun.ral bp.n...'
\,
AMOUNT
r161..J er S,
1'1 in; s.. Ye f I <~ lie,,,, (;( (\{, u.. VI1
Funera I lUI1{,~
fie 1>1 Dr; () { C,)Yc> V1 e-
/fJ 1, / 'i?
3C:;-, 00
/;:CC,IfD
1C ~ ? I DO
1.
I. Admlnl.tratlve Co.'"
6,00.
2.
3.
4,
C.
1.
2,
3.
4.
5.
6,
7.
8,
Personol Repre,eRlallve CommlnloRl
Social Security Number of PersoRal Repr.,eRlatlve,
Year CommluloRl paid __.,,"_~____
Allorney Fee,
()IOO
Fomily Exempllon
Clalmanl
Addren of ClalmoRI 01 decedenl" death
Slreel Addre"
City __'-_.
D,DO
Relallonlhlp
Stale
Zip Code
Probate Fee,
DIDO
MI.e.nall.ou. bp.n....
DEI /....0.. horo.. -!o,,',e s.
Dr. ~:Po.tL( Dl1 ,L6e,j) fDc!;aY'fIs.C
l?,e it 1t-l-!c"{/lYIL' - 'PI}
I{~ ,So?
30/ DD
10,?t
TOTAL (Allo enler online 9, Recnpltulallon)
(II mort .pac. I. n..d.d, In..rt addltlonal.h.... of .am. .1...1
s 7;(3,6..:;c
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II
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C" C ~,l'f
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'.... ~
~ ::j Q}
(\ \j ~'"
~ '~ ,,~ F
~ "J.3.
~ ....siL . ^ \
~ L. ~ ~
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COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
l" ,
.
15 ,AN,,'!),
IURE^U OF INDIVIDUAL TAKES
INHERIT.Net TAX OIVISICH
DEPT, lIU601
HARRISlUAO, PA 11111"0601
NOTICE OF INHERITANCE T AK
APPRAISEHENT, ALLOWANCE OR DISALI.OWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAK
U'HUI U u, "t.tn
DATE
ESTATE OF
DATE OF DEATH
FILe: NUMBER
COUNTY
ACN
DALE BICKSLER
127 HOLL V DR
MECHANICSBURG
PA 17055
01-12-98
SIDER
08-12-91
21 97-0817
CUMBERLAND
101
F~~':::" AMOU.'!,\. R!~ltt!!! ,-- l
-~~-_._._._~--
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: is'47 - E;("AF ji - (09-; Wi -NOTicE- -oF - i"NHER iiAiicE - TAX - APPR'A i sEHENr; -A L i"owANcE - ali--- -- - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GRACE L FILE NO. 21 91-0817 ACN 101
ESTATI! OF SIDER
UK RETURN WAS I I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I. R..I Eltoto ISoh.du1. AI
2. Stock1 and Bondi (Schedule 8)
S. Clo..1~ Held Stock/P.rtn.~.hlp Int.r.lt ISoh_dull C)
4. Hartgavaw/Not.. Rlceivable (Schedull OJ
5. C..h/Bank Depolita/Mile, Parlonal Property (Schedull E)
6. Jolnlly Own.d Prop.rty ISoh.dul. FJ
7. Tran,fara (Schedule OJ
a. Toto1 An.to
GRACE
DATE
01-12-98
I CHANGED
(1)
(2)
(31
(4)
(51
(61
(7)
.00
.00
.00
.00
1.535.27
.00
.00
(&I
NOTE I To insura proper
credit to your eccount,
subMit the upper portion
~f Ihll for~ with your
tex p.y..ent.
1.535.27
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.rel Exp.n.../AdM. COlt./Hi.c. E_pen... <<Schedule H)
10. D.bII/Hortg.g. Ll.bl1Itl../LI.nl ISoh.dul. I)
11. Tot.1 D.duoUon.
12. Net Ve1ue 01 rex Return
13. Cherit.ble/Oovern...nte1 Bequ..tl; NonMelect.d 9115 Tru.t. <<Schedule J)
14. N.I Vdu. of Elt.t. Subj.ot 10 T..
If an a..e..ment wa. i..ued pr.viou.ly, lin..
reflect figure. that include tha total of M.b.
ASSESSMENT OF TAXI
15. A~ounl of L1n. 14 .t Spou..1 r.to 115 J
16. A~ount of L In. 14 t...bl. .t L1nuI/Cr... A r.t. 1161
17. A~ounl of L1n. 14 t...b1. .t Coll.hr.I/CI... I r.t. (17)
1a. Prlnclp.1 T.. Du.
TAX CREDITS:
PAYHENT
DATE
10-06-91
N07l!1
RECEIPT
NUHIER
AA242318
DISCOUNT (.)
INTERESTIPEN PAID C -)
4.87
I~)
(10)
723.02
L
. IF PAID AfTER DATE INDICATED, SEE REVERSE
fDR CALCULATION OF ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY IE DUE
A REFUND. SEE REVERSE SIDE OF THlS FORH fOR INSTRUCTIONS.)
.00
Ill.!
Cl21
(13)
(14)
7'~ n,
812.25
162.45
649.80
14, IS and/or 16, 17 and 18 will
return. a.....ed to date.
.00 K .00=
. 00 K' 06=
649.80K.15=
1181
.00
---.:.l!.L
97.41
97.47
AHOUNT PAID
9'7.41
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
102.34
4.87CR
.00
4.87CR
I
,
I
,
'I
J
I
!
i
,
RESERVATION I Ettlt.. of diced.".. dyln. on or be fori Dlc."',,. 12, 1912 -- If tny 'I.ltura Jnt_r..t In thl I.t,t. 11 trlnsflrrld
In Po.....ton or ,nJov."nt to CI,.. I (coUatarlll blntflolarl.. of thl dlclKftnt ,ftlr thl IMPlrltlon of thy, ..t.t. for
11f. or' for ~..r'j thl Co..onw"Uh htrlbY ,ucpr".h r..lrll" the right to appral.. and ...... trln"lr Inhlrltanc. TI~..
at thw It..lvl CI... a (ool1atl,.IU rlt. on tny IU<lh future Interlllt.
PtJRPOSE Of
NOTICE I To fulfill thl r.quir..,nt. of hoUon Zl/tO of thl Inherltlncl Ind blat_ TIM I\el, Act Zl of 1''''. (12 P...
Stctlon 91..0 J.
PAYMENT, Detlch thl top portion of thl, Notlel and lubllllt with yoor ~lIy.."t to thl RIghter of Willi prlntld on thl riVer.. .tde,
~-H.k9 ohlc:k or lonlY order pIVlbh tOI REOISTER OF MILLS, AOENT
REFUND (CA), .. refund of . tel< crldlt, which w.. not r.quI.t.d on the Tal< Rlturn, .ay be r.quI.t"d by ClollPl,tlng an "APPUcIUon
for R.fund of Pennlytvlnb Inheritance and Estatl ral<" (REV-UU). Application, ar. IVlllabla It t~ OffiCI
of thl Rlghtlr of Willi, ,ny of the 23 Rlvlnul Dlstriot Offlc.., or b~ calling \tl' 'PIClI1 24.hDur
In.wlrlng ..rvle. nueblr. for for.. ord.rlng, In Plnn.yl..,anla 1-"OO-362~20S0, ouhldl Penn.ylYanll and
within 10cIl Harrllburg ar'l (711) 787-8094, TOOl 1717) 172-22502 (Hnrlng IIPIlrla Onl~O.
OIJECTIONSI Any perty In lntlrllt not IIthUed with thl apprlt..lant, l110wanel or dhellowanCll of dlductlonl, or ........nt
of tll( (InclUding aheoun\ or Int.ralt) 411 shown on thh Hotlce IU.t obj.ct within dMty (60) dlVl of racIlpt of
thit NoUn by'
ADIll"
ISTRATlVE
CORRECTIONS I
DISCOUNll
PENAL TV I
INTEREST I
"~rltt'n prot"t to the PA Dlpart.lnt of R,vlnul, 10lrd of ApPI.lt. DIPt, 211021, Harrlsburg, PA 17128-1021, OR
"11IGUon to ha.." the lattar detar.lnld at audit of thl account of thl p"lonal "pr...nt.tI..,l, OR
u'PPlal to thl Orphanl' Court.
factual .rrort dltGov".d on thlt u.o;......nt Ihould bl Ida"...d In writing tOI PA D.part.ent of Ra..,,,,,,a,
lurtlU 0' Indhddual TII(.1, AllNI POlt A.......nt RII/I,w Unit, Dept. 280601, Herrhburll, PA 17128-0601
Phon. (717) 787-650050. S.. pig. S of thl bookl.t "In.trUCltlon. for Inharlhncl TIll R'turn for a R..ldlnt
O.clant" (REV-ISOI) for an Illpl.".tlon of .dalnhtretl..,.ly corr.otable arrorl.
If InY tlM due I. patd within thr.. (J) oll.nder lonth. .fter thl d.cadent'l death, a fly. pero.nt (S:O ft.ltGouot of
the tllC plld It aUond.
ThI ISX tlM Hn"ty non-partlolplUon pinal t~ 1t CHfK,ltld on the tot'l of thl tIll and Int.rllt ,.....ad, and not
plid b.for. Janulr)' 18. 1996, the first dlY Iftar the end 0' thl talC aanalty period. Thls non~p.rtlclp.tlon
p.nlUy It app.alabl. tn the IH, lann.r and In thl thl .... U.. f).rlod It yoU WOl,lld app..1 thl tax .od lntarast
thlt h.. b'ln .......d at IncUoltld on thlt noUc..
Int.r..t Jt charg.d bllllnnlng with flr.t dav of dlllnqusna)', or nln. (9) lonth. and one (1) day froe thl dati of
dl.th, to the d.tl of Plvnnt. 'IMII which baOl.. delln.,ent beforl JWtUary 1, 1912 bear tnt.r..t It thl rata of
Ib ('X) parclnt per IMLlII CIlcullted at I dalh rata of ,0001". All tllC.. which b1c... de1J~t PO IMd IUer
Janulr)' 1. 191Z will bier In-tarllt .t . rata Mhlch ~UI v.rv fro. cII.nder yl.r to calond.r yll, with thlt r"t.
Innounced by the PA P.pertllnt of R.",.nua. Thl ItPpllcabl. Interlst rat.. for 19.2 through 1998 .r'l
X!!r lnt.r..t Ratl DaUv lnt.rllt flGtor l!!! Inter,.t Rat. O'llY Inter..t factor
19.2 IOi! .000548 1981 '1 .000241
1915 16% .OOOUI 198'~1"1 11:< .000301
191~ 11:< .000501 1..2 '1 .000241
1m m .000n6 1995~1'M 71 .000192
I'" IOl .000214 I99S-I99. '1 .0110241
--Int,,"t I, calculated II follOWIl
INTEREST . BALANCE OF TAX UlIPAID X NUHBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
uAM NoUcl It.ued after thl tlX b.OOH. dellnquent wIll r.flect In lntare.t ClIlculaUon to fift.en (15) dlV'
"vond the data of tho ......Hnt. If Plyunt It lade .ft.r thti Intarllt aMpUtation deitl .hown on the
HoUee, IIddltlonll Intarut .ust be ulculatld,