HomeMy WebLinkAbout97-00859
2', . 97 . 669
RENUNCIATION
In Re Illtale of
,loan ^. Dic\(
decealed,
To Ihe Rel'lter of Will. of
Cumberland
CoUnly, I'ennlylvanla,
The undenllned
P.ather
of
Ihe above decedenl, hereby. reno~nce(l) Iho rllhllo administer Ihe eSlatc and respectfully alk(l) Ihat Lelters
of. Administration
be IlIued to Dianne ti. \~ona
WITNIlBB hand Ihls __ day or I 19_,
'"
0
Dick (8I,oolllt.)
~J '
1-. 919 sprin~ Circle
('j Mechanics ur~, PA 17055
" (Addr,")
1'.- ,... -,
("('i
(8I,oltut.)
Sworn to and subsoribed
before me this dav
of Ootobsr, 1997. .
(Addrm)
Notary Publio
(8I,ollUr.)
(Addt.lI)
"
POWER OF ATTORNEY
KIIOW All Mell ",1' TI'l-We I'n',\l'II(,\'1
(I n l'\'IIl'uhh' I
liON I, Nil. II,
2 3R1f>.7 06
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~t~~~ go~lfYMf~wtg SNYDER
'....::'_-~,: ~~-::\ITmm{IZtTIIffi.lTVn)!i!\Ts:__.".
THOMAS R V1EHMAN'
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AUCTION COMPANY AND AUCTION HOU~E *..............
~RIVATe DETECTIVE ............*.**..........*....
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NO'tIOt:1 Thl~ litltdm mll~! hn Ullll1ll (f Iii nol UHm, 111/111'1 11\11 n COIllilod copy. ~------.
Deoedent'l Com lete Address!
smmADORESS 919 s i Ci' 1
., . pr n~ 1. r,! ~
CIH
M~chanicflhurg
GIAmpA
liP 17055
Tax Paymsnts and Oredltsl
1. Tpx PUP (Page 1 LI~e 18)
2, Credlt8/Payment8
II, SpOu8al PDVe~y Cradlt
B: Prior Payment8
C, DI8count
3, IOlereaVPenalty If eppllcable
D,lntere8t
e, Penalty
(1)
Total Credlta (A + B + C) (2)
(3)
(4)
(6)
(eA)
4,
6,
P II 8 A' BR THII POLLO I 0 Q B8TI N8
BY PLAOINO AN "X" IN THB APPROPRIATII BLOOKS
1, Old decedent make a tranlfer and: Yel
a, retain the Ule cr Inccme cf tha prcperty traneferred: ,,"'" """",,,,,,,.,,, ""'"'''''' ",," " "" " " " ,," ~
b, retain the right to dellgnpte who phell upe the property tranpferred pr It I Income: ,,,,,,,,,,,,,,,,
o. retain a rever810nary Interest, or ',"'~"H"""'" '" """">1"""""" '.""""'" " """"','" II " """""",..""
d. receive the promlee for life of either paymente, banefltp or cara? ,,,,,,,,,,,,:,,,,,,,,,,,,,,,,,,,,,,,:,,,,
2, If death occurred on or befcre December 12, 19B2. did decadent within two yeera
preceding deith tranlfer property without reoelvlng adequate conelderallcn? II death ocourred
after December 12, 1982, did decedent tranlfer property within cne yeer of dealh without
reoelvlng adequate oonslderatlon? "''''''''';!!'''' 'i' '" "",'i,""" ,.,. '" ",.""". """""'~",'" """""""" I". 0
3, Old decedenl own an 'In trust fcr' or payable upon death bank aocount or 8aourlty
4. ~11~I~e~a~:~~~~~:'~' i~d;~i~~'~'i ';~;I';~~~~i '~'~~~~~t': ~~~~;ty: '~;' ~ih~~' ~~~:'p~~b'~';~'~;~~~;;y;;:::: B
-0-
i
GiI
~
. .IP THE AN8WER TO ANY OP THE ABOVB QUESTIONS IS YES,
YOU MUST COMPLBTB SCHEDUI.B 0 AND PILE IT AS PART OP THE RETURN:
111 10 11 L
72 P'S' 99116 (a) (1.1) (I) provided for tha reduotlcn cf the te~ rala Impoeed on the nat value of transfarsto or for l~a ule of the
8urvlvlng epouae from 6% to 3% for dates of death on cr after July 1, 1994 end bafore January 1. 1996, '
72 P.S; 99116 (a) (1,1) (II) provided for the reductlcn ofthe rate 1m pOled on the net value of \ransfers to or for the use cfthe surylvl,ng
spcule from 3% to 0% for datee of death cnor after Jlnuary 1. 1996, The etatute doe8 not eXflmct a,tranefer to e surviving spcuse
from tax, and 1M Itatutory raq~lramenlli lor dleclo8ura cf aesete and filing a tax'return are 111I1 applicable aven If Ihe 8urvlvlng Ipoule
la the only beneficiary,
1111
PORDATI!8 OP DBATH ON OR AFTI!R JANUARY 1,1998. Plea8e answer the follcwlng quaetlon by placlng.an '~.In the
appropriate apace, ' .
Old the daoedent areata a truet or .Imllar arrangement whlah Ie eolely for the .urvlvlng .pouee" beneflt for hie or her entire
lifetime? Yee 0 No lID
If you an8wared ya8 to the abova que8t1cn, tha tex cn the truat or similar arrangement Is poetponed until the death of tha second
8pouse. at whloh tlma It will be fullY ta~able et the rete(8) applicable to the remainder banefiolary(les), Entar the velue cf the tru8t on
Sohedule J, Part II, In order to remove I\ftom the calculation of tha tax due In thl8 eslate, You may wlah to flIe Schadule 0 In.order to
make the ~Ieotlon avalleble under Sactlon 9113, If the election 18 mada. .the Irust or similar arrengement I.s texed In the estate of the
fir8t deced~nt epoule. ,Iha portion of the trual or similar arrangement whloh beneflte tha surviving spoule II taxed at Iha zero tax rate.
end the remainder Ie taxed at the rate(8) eppllcable to the remainder benefiolary(lee). If you ohoose.tc make the electlcn. you mUlt
aUaoh Schedula 0 to atlmaly-fiIed tax return. along With Schedule(8) K end/or M In order to ehOW thallpportlonment of the tru8t or
81mllar arrangement between the surviVing Ipou8e and tha remainder benefiolary(le8),
, I
I
"""'''':'''''..
r.OMMO!ffll;~"H 01' PiNN&V\VANlA
INIIERIIANGP TAX RStURN
SOHEDULEJ
BENEFIOIARIES
DICl<, Joan A.
NUMSER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TA SLE DISTRISUTIONS (Ino ude oulrlgh!8poU801 dl8trlbullollll
1.
Ann Diok mothe):' 50%
919 spr.in~ Cirole
Meohanios urA, PA 17055
2 John Diol( father 50%
919 Spring Cire1e
MeohaniosburR, PA 17055
ENTER DOU.AR AMOUNTS FOR DISTRISUTlONS SHOWN ASOVE ON LINES 16 THROUGH 11, AS APPROPRIATE, ON REV 1600 COVER SHEET
NON.TAXASL OISTRISUTlONS: '
A, SPOUSAL OISTRISUTIQNS UNDER SECTION 9113 FOR, WHICH AN ELECTION TO TAX IS NOT BEING MADE
1,
S, CHARITABLE AND GOVERNMENTAL OISTRISUTlONS
1.
TOTAL OF PART 11. ENTER TOTAL NON.TAXASLE DISTRISUTlONS ON LINE 13 OF REV 1500 COVER SHEET $
(I moro apace la needed.lnled IIddlllonal ,haelS of the aame 8110)
HAKI OHIOK PAYABLI AND. ~IHIT PAYHINT TOI
REGISTER OF WILLS
OUMBERLAND QO COU~T HOUSE
OARLISLE, PA 1701S
OUT ALONG THI8 LINI ~ RITAIN LOWIR PORTION "OR YOUR RIOORDS ~
flW: 114"f.''S('.~~Y.fD':nr"i.lDYi6'. .IW't'liili'lilf1lrd".Ytl!.illl'lIftil"fil'Uiilr..At'l.1S11Aild'i.b1j'....... ..........
DISA~LOWllkDI OF DIQUO loNe ANb A8BI88HI~T 0" fA~'
18TATI OP DICK JOAN A PILI NO. 21 97-0869 ADN 101 DATI 06.08'9S
tAK RetURN WA81 I X I AccePTID A8 FnllD I I CHANOID
Pl81RVATION DDNDIRRING PUTURI INTIRI8T .SII RIVIRSI
APPRAI81D VIILUI ~II RITURN BA81D ONI ORIGINAL RETURN
1, R..1 e.t.t. 180hedule AI
B, stock. end 80ndl ISollltdull 81
I. Dlo"l~ Held 8took/F.rtn.r'"ip Intor..t 18oll.dul. CI
~, HortO..../Not.. R.o.ivIb1. (SoIlldUl. DI
a, C..II/BllIlk lIepodh/Hho., F.r.on'l Frop.rty ISolledu1. II
6~ Joint1~ ~d Frop.rt~ 1801l.du1. FI
7, Tren.f.r. (Sohedu1. 01
8. Tot.1 A...t.
APPROVID DIDUOTIONS AND IXIHPTIONSI
9, FllI1Ir.l IMp.n.../A., Co.h/Hi.o, IMP.n... IsolI.du1. HI 191
10, Dlbto/Horto.o. LiIbUHi../Li.n. ISolI.dUl. II 110 I 9 ! 706.16
11, Tot.l D.duotion" III I,
1B, Net V.1~,of T'M R,turn I1BI
1S, CII.rit.~l"Ooy.rn_.nt'l B.que.t" Non..l.ot.d 911S Tru.t. (Soll,dul. JI 1111
l~, N.t V.lu. of Bot.t. Bub.l.ot to T'M Il~ I 6 ,6 6 9 ,14.
NOTII If ,n ......~.nt w., i..u.d pr.viou.1Y. lin.. 14, 18 and/or 16. 17 Ind IS will
rltf'J..o'll fillurll thill'll inolud. the tDhl of ill rl'llurn. .......d to dati, . ,
AS818SHINT. ,OP TAx I
la, AlOunt of Linl l~ .t 'poU..l r.t. (181
16. AlOunt of Lin. 1~ t'M.~l. ,t Line.1/Ch" A r.t. (16)
17, A_ount of Lin. 1~ t.Mobl. .t Co11.t,r.l/cl... B r_t. (171
18. Frinoip'l T'M Due
TAX ORIDIT81
FAYNINT
DAnt;
/:;",:J('T~/.{
8UREAU OF INDIVIDUAL TAKES
'"'It'MI1~ljCt '~K GIVI.lotI
PEP,. 280601
II~RRIIlUAO. I'~ 171f."0601
DDH~~=~ft~~I~TOSpPft~UI~bXANIA
NOT1CE OF INHERITANCE TAK
AFFRAI81HINT, ALLOWANCE OR DI8ALLOWANCe
DF DeDUCT1DN8 ANU A88188HENT OF TAK
MURREL R WALTERS III ESQ
64 E MAIN ST
MEOHANICS6URB PA 1706&
DATI
ISTATI 0"
DATI OP I:IIATH
PILI NUHBIR
COUNTY
AON
06.08.98
DICK
10.05.97
21 97.0869
CUMBERLAND
101
A,olllT~ RoUt.d
III
(BI
ISI
(~I
lal
I~I
(71_
.00
.00
.00
.00
14 J 360.62
.00
.00
181
11,325,60
',.OOK .00.
.00 K ,06.
, OOK .lB.
1181
DISCOUNT .1 + I
INTIREST/FeN PAID (.1
AHOUNTFAID
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8 ..~f)
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TOTAL TAX CRIDn
BALANDI Oil TAX DUI
INTIRI8T AND PIN.
TOTAL DUI
N IF FAID AFTER DATE XWOXCATEO, SEI REVERSI
PDR CALCULATION DF ADDXTIONAL INTERIST,
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