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OE~~IPICA~;QHQP NOT~CE UNDER ~U~E 8.6(~)
"ame ot Deaedent, BARBARA K. LUTZ, a/k/ a BARBARA KAUFF~lAN LUTZ
Date of D.at~1 OCTOBER 4, 1997
Win No. 1997-0851 . State rile No.
To the R.gi8t.~'
I o.rtify that, notio. of! bfilneUoid intGraet. r.quir.cl by
~ullil 5.6 C,,) ot th. Qrphansl CO\.lrt Rule, was s.rveC\ on or lIIailea
to the tOllo,winli1 tlenefichry (iss) of ,the Abov.-oaptioned ..tate
on 11/14/97 " .
liAI:nl
B.I,e. MISSIONS
S. PAUL SIDgS
Add~&ss
p 0 BOX 290, GRANTHAM, PA 17027-0290
--
717 HIGHWAY 62, LANESVILLE, IN 47136
Notioe hAS now blilen given to all persons entitled thereto under
.' Rl.lle 5.6 (a) Q)(oept
Datel
11/L4/97
N/A
..A1vr..d.d (1.&u"j(..~1'l /1I.1.tA,
signature v,
Name GERA~D J. DR I NSERiES_q,U~ REHO}\li55
Address 22 N. Railroad Bbreet~ P.O.
.' Box :123. pa~myr8, PA 17078
'elephohe 1?17) 838-6348
',,,,
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Oapacity.
Persond Repr.esentative
X counsel tor Personal
Representative
{"i (~
AIV.;li>>lXlll"T\ ~
COMMO~8VLVANIA
DliPARTMENT OF REV\lNUe
DliPT.2BOeOI
REV.1600
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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BAR BA R A ,K
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BA RA
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205-42.3052
0/04/1997
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!XlI, Original Ralum
o 4, LlmllOd Ballllo
IX] 0, Ooc<<lonl Olod Tellale IAIIOehCOllI 0IW.)
o 9, L"~allon Proceedl Re<:olved
o 2, Supplemonlal ROlum
o 40, Fuluro InterMt Comproml6o 1~.oI_II\oIII,II.111
o 7, POOO<!onl Malnllllnod a LMI19 TNII IAllooh COllI 0I1MI)
10, SP<1UIllI Poverty Cr.d" Id.oIl1111lb....,' 11,11,1111141>1,111
KAUFFMAN
106/f90
o 3, Romalndor RolumINllol"''''''''''~II'11I11
g 6, Fodoral Bllllle T~ RtlUOl Required
_ 8, Talal Number of Safo Dopol" BOKeI
011, B\oQtJon 10 tox undorSea, 81131,) I'-hIch0)
D D I
aeRALpJ. BRINSER. ESQUIRE
/I I
BRINSE I WAGNER & ZIMMERMAN
TELEpt
e II D
22 'N. RAILROAD STREET
P.O. BOX 323
PALMYRA. PA 17070-0323
,06 (10)
,16 (171 5 1 7 2 3 . 6 7
, (18) ,J", 5 , 7 2 3 . 6 7
". .
~O\lltr
1, Roal Bllato (SC/1odule A) (1) ..'
2: Stocke and BondI (SC/1odule B) (2)
3, Clololy Hold Corparallon,PallOel1hlp or SOIo,Propnotol1hlp (31
4, Mcagoooo & Nolel Reoolvoble (SC/1ed~1e 0) (4)
6, Calh, Bank OOpol1to & MlScollanllOul POrlQnol Property (6)
~ (Schedule B)
.~, 8, JolnUy OWned Property (Schedule P) (61
7, InlorNlvos Tranlfora & MllOOllanllOul Non,Probale Property (71
(Sohodulo G or l)
8, Totol Oroot AIIOII (Iollllllnol 1>7)
~
9, Funoral ExpenlOs & Admln~~aUvo Costs (SC/1odulo H) (9) '.
~ 10, Oebts 01 Oe<:odont, Mortgago llabllmel, & L10nl (Schodule I) (10).. 1
", Tolll Deductlonl (tolllllln0l8 & 10)
4 3 1 4 9
I.
(6) ,
11356.7
2 19,0 .7
(11)
~
12, Net Vellla 01 Eelllto (Line 8 mlnul Llno 11)
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modo (SC/1edule J)
14, Net Vltue SubJeclto Tax (Llno 12 mlnUI Llno 13)
16, Amounl of Ilno 14101xablo '
allhllpoUlel1olx rato ';,' ... 1
Soo InotruotJonl on revo~ I~e lor applloab~ peroonlllQo
18, Amount of Iino 14111Koblo .
018% ralo
11, Amounl ollino 14101xablo
at 16%ralo
16, Tu Due
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Oeoedent'e com lete Addre.e:
al A & MESSIAH VILLAGE
100 MT. ALLEN DRIVE
MECHANICSDURG, .,
v
aTATB PA
17066
Tax Plymente Ihd Credltll
1. Tax Due (P~e 1 Line 18)
2. CredllliPaymenle
A, Spoueal PQvarly Credll
S, PrlO/ Paymenll
C, OI'CXlunl
3, Inte,a,VPanally If applicable
O,lnler881
e. Pan ally
(1)
6.723.67
-
-0-
-D.
-0-
TolalCredll8 ( A + 8 . C ) (2),
-0-
-
Tolallnler08VPenally ( 0 . E ) (3)
4, If line 211 greale' Ihen line 1 + line 3, ente, Ihe difference, Thl' I' the OVBRPA YM&NT,
Oheok box on P,ge1 Llne1e 10 requllt. refund (4)
8, If line 1 + line 318 greater Ihln line 2, enter Ihe difference, Thlll'lhe TAX DUe, (6)
A. Enter Ihe Inlerell on the lex due, (SA)
8, enter Ihe toial of Line 8 + SA, This 18 the BALANOB DUB, (68)
M~k9 Oheok pa able 10: REGISTSR OF WILLS AGENT
-0-
.0-
6,723.67
6, 723,67
P IS 8 8 BR THIS PO 0 I G QS 0 8
BY PLAOING AN "X" IN THB APPROPRIATB BLOOKS
1, Did deoedent make a I,ansfer and: ' Vas No
81 retain the uae or Income of the prope'rty trAn8ferredllllt'I!fIH'lfltl"'''''''''''tll''HII''''''"!l'HII'''''''~ ;
~; ;::::~ ~h~e~:~~I~~~~s:~~~:s~~~. ~~~~I, .~~,~..t,~,~, .~,~~~~.~~..t,~~~;,~~,~~~~, ~~. ~~~, ~~.~,~,~,~,i.::::::::::::::::
d. reoe,lve the promlee for,lIfe of ~Ither paymentl, benefits or oare? .......,........,........................
2, If death oooulred on or bafme Deoambar 12, 1982, did deoedent within two ye~rt\
preoedlng death t,anlfer, properly wllhout reoalvlng adequate oonslderatlon? If death ooourred
after Deoember 12, 1982, did deoadent tranlfer property wllhln one year of death Wllhout
3,
l[)
~
4,
72 .Sol19 8 a)(l, ) (I proved for t e re uot on of t e tax rate Imposed on I e nel value 0 tran8fere to or for the ~Ie of the
eurJlvlng epouse from 6'/, to 3% for qatee of deeth on or aller July 1, 1994 end before January 1, 1998, "
72 P,S. 69118 (e) (1,1) (II) provided for the reduotion o1'tho rotelmpoeect on the net value of transfereto or for Iha use of tl1J .urvlvlng
epouse from 3% to 0% for datee of death on 0' eftor Januery 1, 1996, The stotu,te doee not eKe mal a tranefer to a eurvlvlng epoule
from tax, nnd the stalutory requlremente for dlsoloeu,e of sIGeta and flllng a tOK return ere stili ePFllloable even If the surviving epoule
lalhe only baneflolery.
FQR DA Te8 OF DBA TH ON OR AFTI!R JANUARY 1, 1996. Please Mswor the follOWing queetlon by plaolng an 'K" In Ihe
approp,lete spaoe,
Did ths deoedent oreale atrult or 11m liar arrangemont Whloh II solely for the lurvlvlno Ipouse's beneflt for his or her entire
lifetime? Yel 0 No I]]
If you answered yee to Ihe abova quell/on, the InK on tho trusl or elmllar arrangement Ie poelponed until the death of the eeoond
spouse, et which time It will be fully texeble at the rete(s) applicable to the remainder beneflolary(lel), Bnter the yelue of the trult on
Sohedule J, Pari II, In order to remove II from tha caloulatlon:of the ISK due In thla a-'ete, You may wllh to file Sohedule 0 In,order to
meke the eleotlon available under Seotlon 9113, If Ihe eleotlon II made, the tru8t or elmller elrangemenlle laKad In the ellale of, the ,
flrsl decadent epouae, the portion oflhe trust or almllar anengemenl whloh beneflhl the surviving ,poule Is laKed at Ihe ~ero ta.K rate,
end Ihe remainder Ie laKed at the rale(e) applicable to the remainder boneflolary(loe). If you ohooee to make the, eleotlon, you muet
atlach Sohedule 0 to a timely.flled lax roturn, along wllh Sohedule(8) K and/or M In order 10 ahow the apportionment of the trusl or
elmllar elrangement between the aurvlvlng 8pouse and the remalnde, beneflolary(lee), ,
, '
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$CHIDULI H
. pl,lNeltA\. eXpeNses,
. ADMINISTRATive COITl AND
Mllce\.LANeOI,lI expeNses
pllclIl p,ln' 0' T I
21-97.0B61
BARBARA K. LUtz
~,-,-----
AMOUNT
DISCRIPTION
_--r-...--.....--........---------...-- ...........--
punl,Clllllplnt..'
Aclmlnlt"ClIIVI Cot'"
Pe,IonClI Rep'olOntall~e Commllllonl
Social Secu,lly Number of Petlonal Rep'OIenl~,II~el
Year CommllllOnl pCllcl . --
-
, ,126.00
,AllornoyPeol _ BRINSER, WAGNER & ZIMMERMAN
PClmlly Ellempllon
Claimant ._---- Rolollon,hlp --'--
Addroll of ClalmClnt at docodonl'l dualh
, '
~treetAddroll
-'-
----------~--
Slolo __ Zip Code
-
63.00
20,00
Clly -
~pb lo Pe 1 . REGISTER OF WILLS
'IIDBITI~NAL COST OF LETTERS - REGISTER OF WILLS
15.00
MI.elnClnlout IlIp"II,11
REGISTER OF WILLS - FILING FEE
REGISTER OF WILLS - (2) SHORT CERTIFICATES
SI~NATURE GUARANTEE & POSTAGE
MISCELLANEOUS EXPENSES
6,00
7.77
1.00,00 .
TOTAL (Allo enlor on line 9, Recapllulollon) $ 1 t 35G, 77
(If mort .pae' I"ne,ded, Inlltl ocldlllonClI .h"" 01 lame .111.)
MAKI CHICK PAYAI~I AND RIHIT PAYHINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THI8 LXNI .. RITAIN ~CWIR PORTION PCB YOUR RIOORU8 ~
ftW:1I1i'f"l'l/'-A~1i'.ra':"Y-R~Yf6i--6'-'mAi'IIYf~llDI-Y,{'j!-AjS~ftAYiiWIIt"'At'L-6il~'f(d'I.'lffl'~---._"'''''''--
DI8A~LOWANCIPop UIDUCTICN8 AND A8S18iHINT OP TAX
18TATI OP LUTZ BARBARA K PILI NO. at 97-0851 ACN 101 UATI 07-27-1998
TAX RBTURN WA81 I X) ACCBPTBD A8 pueD C I CNANgeD
RI81RVATICN CONOIRNINO PUTURI INTI~18T - 811 RIVIR.I
,APPRAISID VALUI OP RITURN BABlD CNI ORIGINAL RETURN
1. Rill e.tltl C80h.duII A) ,
a. 8took. end 80nd. laohldull 8)
I. Clo..I~ HIld 8took/Plrtn.r.hip Intlrl.t 180h.du.I C)
q, "orta.al./Notl. Reoeivlble CSoh.dule 01
I, CI.h/llnk DIPo.ita/"i.o. Plr.onll ProPlrt~ ISohldul1 H)
6. Jointl~ Olfned Propert~ laohldu.. P)
7, Tren.f.r. Caohldu.e 0)
8, Totll A..lt.
APPROVID DIDUCTIONS ANU IXIHPTION81 1,356,77
4, Pun.rll Bxpln.../Adn, Co.t./Hijo. Bxpln.l. laohldull H) 141
10, Dlbh/"ortalgo L,lobiUUI./Liln. C80hldull I) liD) 2,987.83 I
11, Total DeduoUon. 111) '.344.&0
la, Net Velue of Tlx Rlturn Ila) 39 ,146,49
11,' ChlrUlbll/OovlrnMlnta. alqul.tal Non-Illotld 9111 Tru.to Caohlduh J) 111) 988,66
lq, Nit VIIUI of eotltl 8ubjlot to Tax Ilq) 36 ,15 7 , 83
NOTII If.n ...'....nt W" 1..uld pr.vioU.ly, l1n.. 14, 11 .nd/or 16, 17 .nd 1* w111
r.fl.ot fiIlUr.. th.t 1nolud. th. tot.l of AJJr. r''l:urn. .......d to d.t..,
ASSIS8HINT OP TAXI
U, A.ount of Lin. Iq at apoulal rIte IUI .00 X, 00. ,00
16. A.ount of Linl lq taxlbl. at Linlal/CI... A rata U61 ,00 X ,06. ,00
17. A.ount Of Lint lq tllxlbll at Collataral/Ch.. a rata U7l 38,1ll7 ,83 X ,15. 5,723,67
18. Prlnoiprl TIX DUI 1181 5,723 , 67
TAX CRIDIT81
PAV"eNT
DATe
JI . (' :J
~) , ,) () } "';,J
aURBAU OP INDIVIDUAL TAXB8
IHlteRIlANCE TAM DIYISION
ltef!. 110601
IWlRlIllJRO. lOA 17111'0601
UOHMONWIA~TH CP PINNBVbVANIA
DIPARTHINT OP RIVIN I
NOTICf. OF INHERITANCB TAX
APPRAISB"BNT. ALLOWANCE OR DI8ALLOWANCE
OF DEDUCTIONI AND A8Seal"BNT OF TAX
GERALD J BRINSER EBQ
22 N RAILROAD ST
PO SOX 323
PALMYRA PA 17078
DATI
ISTATI OP
DATI CP DIATH
PI~I NUHBIR
CCUNTY
ACN
07-27-1998
LUTZ
10-04-1997
21 97-0861
CUMBERLAND
101
__AMount RI.I\t,d
(1)
(2)
II)
lq)
II)
(6)
In
.00
.00
.00
,DO
43.491. 09
.on
,DO
Ca)
RBCeIPT
NU"leR
DlaCOUNT l+)
INTeRBaT/PBN PAID 1-)
A"DUNT PAID
TOTAL TAX ORIDn
IALANOI CF TAX DUI
INTIRIST ANU PIN.
. TOTAL DUI
. IF PAID AFTBR DATe tNDICATBD, aBB RBVBRaB
FOR CALCULATION OF ADDITIONAL INTBReaT.
c
'*
Ut'I'" U,,, II..,,.
BARBARA K
l
NOTe I To in.url proplr
orldit to ~our eooaunt,
lublit thl uppar portion
of thi. forM Ifith ~our
tax pa~lant.
43,491,09
, 11,723,67
,00
,00
,00
I IF TOTAL DUE Ia LBal THAN II, NO PAY"ENT Ia ReqUIReD,
IF TOTAL Due 18 RBFLBCTeD A8 A "CREDIT" ICR), YOU "AV ae DUE
A REFUND, 8ee ReVERse 8IDe nF THIa FOR" FOR INaTRUCTIONa,1
t:J , 'I'
d \:.J iO'
II? "I ,
F:
en
r'-!
~ '.
,
, "
fJ' ")
'a; !~ d8
REI"AYATlOH, ht.t.. of dloed.nh d~lng on or b'fore P,ol.,r 11!, 1911 .. if ,nv future Int,rllt In tI,1 IIhtt .. tr.".f.rr.d
In po.....lan 0" enjov..nt tCl Cle.. II (ClClII.hrIU blntflollrl.. 0' the dloltllnt .ftlr the .Hplr.tlCln tI' MV ..t.tD 'or
11ft or for VI.r., thtCoHonwl.lth herlbv IICprl..1v rl.',.v" the right to IPpr'''1 tnd ...... tran,'lr IntMrlt.nol T.IC..
.t the law'UI CI... . (oClI..t.r.l) ,..tl on .nv .uoh future Int.rl.t,
_IE 01'
HOlICl1
To fulfill thl r,qulrl.,nh of 'Iotlon !lftO 0' the lnhlrltanol .mtl Eltet, 111C Aot, Aot, U 0'1998, (11: P,I.
',otlon 91ftDl,
P.t.Clh the top portion of thl. Natlol anti .ubllt with vour pIV.lnt to thl Rlgllttr of Willi ~rlnt.d an the river., Ilde,
"HIlll. ohook or .o",,~ ordor p.~lbl. 10' RBOIBTBR OP NULB I AOBNT
PAVHflHtl
'I
RlFUND eCR)1 ~ nfmd of . tiN atedlt, whloh Wit not nqu..t,d on th. hM R,turh, tay b. rlquelttd bv oOllPl,Ung In "'Appllo.tlCln
f~r R'fund pf PIM,vlvlnla In~trltano. and tltlt. T,IC" OUW"Ul1!" Applloltlonl II" ly,lhblt It thl Offh.
0' lho R'ul.l.r of Will.. on~ 0' Ih. I! R...nu. DI.lrlol 0"1.... or ~~ o.lllnu Ih. .p.ol.1 I.-hour
,".",rlng 'Irvlo' ~.r. far for.. ord.rlngl In P.nn.vIV~lln 1~100.56t~tO&O, outlld. P.nn.yIVanla .nd
within 10..1 Hlrrllbu" orll (1111 711-109.. TOOl (1111 77'-'181 Wllrlnu I.p.lred Dnl~)'
OIJIlOTlOHII ~nv ~Irty 11'1 Int.r..t not ..thfl.d with the appr.h...nt, allowlnol or dhaUowlno',c.f deduotlon., or ........nt
0' hlC <lnoludlnu dl.aount or lnt,r..., II .hown on thlt Notlo.au.t obJ.nt within .hctv (60) d.~. at rloelpt of
Ihlo Hollo. ~~I
';"':wrlU,n prot... t6 tht PA D'Plrt.,nt of Rev,nulI, IOlrd 0' App...., DIPt,' tllOlU, I1trrhbUrg, PA 17121-1021, OR'
.....I.otlon to hlv, the IIU.r dlt.r.lnld at aUdit of thl lacount of the "'1"01'1.1 rlPrll.ntiUvI, OR
".PP"I to the Orphtn.' Court.
AOWIH
181RATlYI
CORRe:CUONt, ftotuII 11'1'01'1 dhoov.r.d on thll ........nt thould bt .ddr....d In Nt-Hlngtal PA O.p.rt..nt of R.v.nvI,
.urlau of JhdlVldutl TaM", ATTHI Po.t A.......nt R'vl,w UnJt, O.pt, 210601, Herrl.burg, PA 171.'-0601
Phoot (711) 7".'1'1. ,.. ptgt 5 of thl bookl.t "In.tr~otlon. for Inh,rlt.nol '1M R.turn for I R..ld.nt
,P.ald.nt" (ASY-UOl) for In IMP1Inat,10" of adllllnhtraUv.tv 'Dorr.atabl, .rror.,
DI8COUNT' If IflV tlIC du., II plld Within thrll C:U o.l.ndtr 101lthl aftlr thl dlcad,ntlt dleth, I flv. p.rolnt (aX) dhoount of
Ih' 11M p.ld I. .Ilow~d,
PENALTY I The 11)( tlX .,.,..tv non"PlrtlolpIUon' ...ntHv .. oOlputldon the total of the tlM and Inter..t .......d, and not
pIld bifor. J.nu.rv la, 1996, the flr.t dav .ftlr thl .ndof UIt talC ..n..t~ plrlod, Thll non"partlolplUon
penaltv II IPP.llabl. In thl ..... ..nn.r Ind In thl the .... tI.e p.r lod III vau would epp..l the hM Ind Int'lrll' '
tntt h.. blln .......d II Inrtlalt.d Cln th" ootlo.. '
,
IHTlRI8T1 Inl"ul II ohorpld bl8lnnlnp with ,flrol d.~ p, d.IIMu.no~. or "In. ('I .onlh. .hd 0"' III d'~ 'ro. Ih. dll. of,
'd..th. to th. date afpIV..ntl TIM" whloh bla... dtllnqulnt h.lor. Jtnulrv 1, 19.2 bllr Int.....t It thl r.tt of
.1M (6U) plrolnt plr annul aalculat.d at . dallv ratl of ,00QJ6_. All tINI. whloh ble..e dellnqu,nt on and .ftlr
JlnUlr". 1, 19.. w1I1 b..r Intlrut at . rat. whloh will vary fro. oa"nc:tlr Vllt' to o.l.ndlr vI.r with thlt r.tl
~unold b". thl PA PIP.rt..nt of R.venuI. Th. IPpllolbl. Int.r..t ret.. for 19a2 through ,199' ."'1
tilt tnt.rl.t Rat. D.II~ lnt.ra.t Pactor
l:Ur
Interllt Aat, palho Intlr..t hotor
1911
1'8!
1914
1911
1916
"'lntlr..t
10~ ,OOO!.I
I^~ ,OOO.!I
Il~ .0DUal
I!~ .000!16
10~ ,00011.
I. olloulltld II followlI
lOll
1911-1091
1091 '
1093"199.
1996"1991
,~
IIX
o~
1~
o~
,000141
,OOUOI
,000141
,060191
,000141
tHTBRBBT . IALANCB OP TAX UH~AtC K NUKIBR OP CAYS DBLINQUBHT X OULY tNTIRBIT PACTOR
~~Anv HotlOI I..u.d 'ftlr the tlM b,oo.,,'dlllnqu.nt will rlfltot In-Int.rl.t alloulttlon to 'I,t.,n CII) dlV'
bitvond thl dltl Of till .........nt, If pay.int It .ad. nltlt the In..,...t oCl-.putaUon d.t. IhQWf1 on thl
HOUOI, eddltlonll Interait IUlt b. aaloultt.d.