HomeMy WebLinkAbout97-00876
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INHIRITANCI TAX RITURN
R,OIDINT DICIDI!NT
(TO .1 fllLID IN DUPLICATI!
M~~T~~ r oeAHI Amn Ir/eJ' OH"OK HeRS
TY c~ OIl IY CLAIMUO .
PILI NUMBIIl
nev, I~OO ex, (I.'.)
S>1l"
21,,97"
cOM~g~XII'Wtl\<1J'.PMJWaKANIA
HARRtaW8R&,?rn\PB'OIOI. ..
PSOSOINT'a NAMS (LASI, ,IRST, AND MI,ODLI1NITIAL)
Wavodau Et ~l ,p,
sociAL ncUAITY NUMftSA
17~"01.5030
u
00 r 0
peowllSNT'S OOM~LeTS AOORHBU
321 IUgheh Strooe
Now Cumborland, I'^
I
Iii
"
17070
OATS OP biRTH
10/0~/1915
Oounl . Cumborlond
{IP AP~LICABLalaURV1VINO opouse'6 NAMH (LAeT.PIA8T ANO MIDDLe INITIAL) SOCIAL seoURIIV NUMBeR
DMVOP DHATH
08/08/1997
AMOUNT neoalvso (8U INaTRUOTloNsl
0,00
Ramalndar Relurn
(for data. 01 d.ath prior to la" 13"8a)
Fed.ral Setate Tax Ralurn Raqulred
Total Numbar 01 Sala DapoBlt aOK88
I, Supplamenlol Return
4., Puture Intar..t comproml.e
(for del88 01 daalh altar la"12"8a)
CID e. D.c.dant Plad nelate 0 7, D.cadsnt Malntaln.d a Living Truel
Atlaoh 00 01 Will) (Altach a co of Truet
ALL COIlIlI$PONDINCI AND OONPIDINTIAL TAl< INfOIlMATION SHOULP BI DIIlIOTID TOI
NAMS OOMPLBTS MAlLINO AOORsas
O~o~ e ^, V~U n 111
TlLSPHONe NUMBSR
17 5. 10
, .$1 8elat. Sc .dula
I. Stooke and Bond8(Sohadula El) (Il
3, CI088!Y Hald SIooklPartnar8hlp Inl8r88t (Sch.dulaC) (3)
4, Mo~gega' and Nola8, Recalvablo (Sch8dule D) (4)
,I. Oa8h, aank Papgelle & Mlecallanaou. Paraonal Proparty (Sch. S) (e)
e, Jolnlly Own.d Proparty (Sch.dule F) (S)
7, Translsr8 (Schadule G) (Schadule ~) (7) -
I, Total Gr088 ,~88"S (tolal Lln88 1"7)
8, Puneral Expana.., Admlnletratlvo Coel8, Mlecellanaoua
Expenea8 (Sohedula H)
"0, Debte, Mortgaga Llebllllla8, Llen8 (Sohedule I)
.'1, Total Deductions (lolel Lines 9 & 10) .
. '1, Nat Value 01 Eelota (Line 8 mlnu8 Lilla 11)
13, ChAritable and Qovarnmentol Baquaete (Schadule J)
.14, Nat Valua sub act 10 T8K ~Ina 12 mlnu8 Line 13)
11, Spoueal Tran8fa" (for dat88 of daalh all.t S.30"94)
Sa' In81rucllone fot Appllcabla parc8ntaga on poga2.
(lncluda valu88 from Sch.dul. K or Soh.dula tM
18, Amount of Llna, 14 taxabla al6% rote'
(lnclUda valu88 from Schadula K orSchadulo M.)
17. Amount 01 ~In. 14taKabla al16% rat.
(lncluda VoIU88 from Sohadule K or Schadula M,)
,18, pilnclpal taMdua (Add tax from Llna 16, 16 and 17.)
1', CredltelSp Povarty Prior PaYmente Discount
+ S80,78 + 30,57
10, If Llna 191s 'raalar than Llna 18"antar Ihe dlffaranoa on Lln. 20. This Is tha OVIFlPAYMINT,
IE 0 C .ck htialf ouata a uaaU "fund of OUt OVtt a manl,
11, If Llna 161. gr88tar than Llno 19, antar the dlffaranca on Lint 21. Thlels the TAX PUI,
fI" Enter Iha Intar~8t on tha balanoe due on Line 21A.
B. Enter tha to\el 01 Line al And alA on Line 21B, This Is tha BALANCe PUB,
aaCao . 01 a lata 0 la
.. .. BI BUill 0 AN WI~ ALL QUIBTtoNB ON PAOli ANO 0 IIIOHIOK MATH <l ~
rpenl 0 pe' rv. to t.. II Ii ')11m. .,."tn, no noaccomr. nynglC .UI" ...menl.t.O · 10 no. I a.. · i, I uti
r:or,tct and campi".. dtCllttlh',t.lIlBtltttet. hn bHn IBpo'tld e' t,,,, mt'kBl ve ut. OKI...llon of p.IP'''. olh.. Ihen Ihl pt..onal"plBnntetlve I. butd on eli Info.mtllon of
Whloh p..pt.BI he..ny knowltdOI. ' ,'. .
elONATU OP ~BRSON RBSPON$! L POR PlLINO RBtURN Bonnie K, Wa10h OAfS
135 Yellow B~eeohea Orivo
Ciim"" imr '"pA"" 'i'iliii .- ~""...~.. ,. - -.., ......"" --
1, Oilgl~.1 Rllum
4, Limited EBl8t.
o I,
...L8,
3901.
CIl
one
None
NQ!l!
Non~
2,016,39
18.255,41
None
I
1
20.331'; 80
(8)
9.706,50
(8)
407,90
. (10)
10.114,40
10.217,40
,
(1')
(11)
(13)
(14)
10 217.40
, 0.00
0.00 X
:
(18)
613 ,04
10 ,217 . 40 X .06 :
(1S)
0,00
0.00 X .16:
(17)
Q
613,04
(16)
Inla.81t
611.35
0,00
. (1')
(10)
1,69
0.00
1,69
(11)
( I1A)
( 11B)
i 1//lt(ltl1
OAtS
1,/.f'/f7
Po,,, 1800 (n.v, 7-111
3904 Trind1e Road
Cam'" imi"' 'pi.." 'i7liii'...."'. -"'"'"' ~.."."."'
.... .\ "
Estate nfl Ethel F, Wovcdau
" Soo Boo III 112.01.5030
Oats of ' Do at hi 08/08/l997
Oontinuation of Sohodulo H.Jl2 "
(Attornoy ~'oos)
Itsm Oesoription
II
l. Ollorgll A, Vaughn, III I resorvo for payment of attorney's foa
2 . Ollorgll A, Vaughn, III I paymllnt of IIttornllY's foo
3 Ollorgs A, Vaughn I III I paymant of att'or.noy' a foo
4 Ollorgs A, Vaughn, III I payment of attor-nllY' a foo
Amount
300,00
l75,00
187.50
162,50
....................
825,00
... . \ ,
~
~
,,-'
"
~
',~
~
~
.-,.j-~
,---
"...,.~.,
. .t.-- .1-.... ..._.....""""4.....;~..-r"_'...~;;ff"...~-i ._.....,fU L
-........... iHlJi. u---~ 1-"1 t..
...
--- ~
WILL
OJ!'
B'1'HliI. B'. WBVawJ
I, 1!n'HBr.. J!', ..,oolW, of the Borough of New Cumbarll1nd, Curr/Jerland County,
Pennsylvania, daolare this to be my last: will a0:3 r.evoke any will previously ll\!l,de by
.
I~ 1, I direct that all my just: debts a0:3 funeral expenses, including mY
gravemarker a0:3 all expenses of my last illness, and anY and all taxes and assessments
ill'(losed by any governl1)'.lnt:al body as a result of my death, whether on property passing
"
under this will or,otherwise, shall be Paid from my residuary. estate as soon as praoti-
oable after my decease as a part of the expensa of the administration of my estate.
ITilM II. I give lInd bequeath all of my household goods, autOlltlbiles, jEIWe1ry, and
all other artioles o~ hO\lsehold and personal use, equiplQnt SI'\::1 ornament, tCXlether with
aU insurance ther'eon and r.elating thereto, in, ecjU/\l shares, to tho!5e of my chi 1dren
~ho survive my death by 'sixty (60) days, The division of the property described in
this Item II shall be made by my personal representative who shall give due te'i!ard to
~
the personal preferenoes of my Children. The deoisions of mY personal representative
'shall nevertheless be final" binding, arrl conclusive in .all such matters,
ITEM III. I give, devise, a0:3 bequeath all the reat, residue, and remainCler of mY
possessions and estate of every nature and wherever situate in equal shares ,to those of
the fo11~ing persona who survive my de~th by sixty (60) daysl my sont ~TER D.
ws.vOOl\!J, of t,emoyne, PflIlllsy1vania, my daughter, BONNIE K. WELC;H, of Oamp Hill,
1
J-. ., .
Pllnnsylvanil\,' /100 my 9raooson, THOMAS Wi'lLCH, of eM{.! llill, pennsylvania. The
distdbution under this Item III to my ohildren shaH be per stirpes al'l;l not per oapita
so that !feither. of my ohildten predecease ma or is deoeasl!ll1 on the sixty"firat daY
following my death, suoh child 1 s share shall pass instead to his or her lineal
dlileoel'l;lents. In the event my gral'l;lson, THOMl\B Wi'lLCH, l?redeoaaSCils me or is daoeasad on
the sixty"first day following my death, his share shall pass to my da\l9hter, BONN I III K.
wmLCIi, if then living al'l;l, in default thereof, to my son, WAL'rElR D. wmvODAU, ot his
~
"-
I'..
~
~
issue; per stirpes.
ITEM IV. I appoint my daughter, BONNIE K. wmLCH, exeoutrix of thie my last will.
Shquld my said daughtet predecease me or otherwise fail to qualify Or cease to serve as
exsoutr ix of this my last will, 1 al?point my son, WTIL'l'ER D. wmvODAU ,exeoutor of this
my last will.
~
ITEM Y. In addition to the other powers and authorities granted to my pa~sonal
representatives by ~ennsylvania law ul~ by the other terms and prOVisions of this will,
1 hereby give to my personal representatives the following power.s and authoritieR
effeoti've wit.hout court appr.oVal and until aotual dilltribut\or\ of. all propertyl to
oompromise ~ny olaimor oontroversy, to make distribUtion in oash or in kind, or partly
in cash and partly in kind, and in suoh ~nner as my personal representatives may
dstliltmine ~md at valuations finally to be fixed by tham, to invest in all fot'11\9of
property, including any etock or other securities in any corporate fiduciary or its
succ!3ssor withO\lt restriction to .1nvesboonts authorh:ed for pennsylvania fiduoiaries,
as my personal representativee deem proper, without regard to any pril\ciple of risk or
diverSification, to retain enyot ,~ll assets of my estate, real or personal, without
2
02"24.98
WEVODAU
08.08- 91
21 97.0876
CUMBERLAND
101
I Anaunt RanU lad I
HAKI CHIOK PAVAB~I AND RIHIT PAYHINT TCI
REG~STER OF WJLLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT A~ONQ THII ~INI' ~ RIT&IN LCWIR PCRTION PCR YOUR RICCRDI ~
ltW: liW.l'l/' .Af/ll'. fb1f:ny .tlbVf 6l..cli''iNtlllift llle.. Vlil~ 'Ajl'II~Aii llfiilr..At 1:CSil~ll6..,'b1f... ..............
DIIA~~OW^NCI CF DIDUCTIONI ANb AI'IIIHI~T OF ~A~ '
IITATI OP WEVDDAU ETHEL F FILl NC.21 97.0876 ACN 101 DATI 02.24.98
TAM RITURN WASI C Xl ACCIPTID,AS FILBh I I CHANGBD
RIIIRVATICN CONOIRHINO FUT~RI INTIRIIT . III RIVIRII
APPRAIIID VA~UI OP RITURN BAIID CNI ORIGINAL RETURN
1, Rail latll. ISohldula A)
2, Blaok. and Bondi ISohadul. Sl
I, Clol.l~ Hald St.ak/Plrtnprlhlp Int.rllt ISoh.dull Cl
4, Hort~.gII/N.t.a Rla.IVlbl. ISoh.dula DI
., CUh/S."k DIPod \l/Hho' Plr.anll Prap.rt~ IS.hldula I)
6, Jol"tl~ Ownpd prapart~ ISahadula ,)
7,Trln.flr. Isah.dull G)
S, Totli Aalat.
APPRCVID DIDUOTIONI AND IXIHFTICNI.
',Funaral Bxpan.../Adn, COlto/Hho, EWP"'''" ISahadull HI C 91
10, Dlb\l/Hartglla LhbUU1../Lllnl CSohlduh 1) (10) 407.90
11, Tntll DlduoUonl Illl 10,1111,40
12, Nit VI1Ulaf Tlw Raturn (12) 10,217,40
18, ChlrUlbla/Oavarn..nt.l,,"QU8ltl' Nan-Illolld '111 Trull. ISah.dul. J) 1111 ,00
14, N.t Volu. af Blhll Bubj..1 to Tlw 11~1 10 ,217 ,40
NCTII If,'" ......m.nt w.. i..uld pr.viou.1Y, lin.. 14, 18 .nd/or 16, 11 end 18 will
r.fl.at figur.. ,tn,t inolud. the tot.l of ~ r.~urn' .......d to d.t..
AII188HINT OF TAXI
11, Anaunt of Llnl 14 .t Spou..1. rill 1111 ,00 M' 00., ,00
16, A.aunt of Llna 14 hwabll at Llnad/Cl.aa A rata Cl6) 10 ,217,40 M' 06. 613,04
17, A.olintaf Lln.14 tawlbll It CallataraI/Dl." e ratl (17) .00 M'U. .00
la', Prlnalpal Tlw Dua lle) 613 , 04
TAX CRIDntl
PAVHENT
DATI
6",J.11 -~~
COHHONWIA~TH OP PINN8V~VANIA
DIPARTHINT OF RIVINUI
, - \
(~./
BURBAU OF INDIVIDUAL TAMBS
IHll~RIl~HCE UK DIVI810H
DEP', !IOU I
Il~RRIIBURO, p~ 11118-0601
NGTlC~ OF INlleRITANCB TAM
APPRAISBHENT, ALLOWANCB OR DISALLOWANCE
0' DBDUCTIONS AND ASBEIBHBNT OF TAM
GEORGE A VAUGHN
3904 TRIMDlE RD
CAMP HILL
III
DATI
I8TM'1 OP
DATI OP DIATH
PILI NUHBIR
COUNTY
AON
PA 17011
III
C21
III
(4)
Ill!
16,)
171
.00
.go
.00
.00
2 l 076 j.S9
18.286.41
,- iOO
9,706.50
RBCUPT
NUHIER
DJ8COUNT It)
INTBREST/PEN PAID Co)
AHDUNT PAID
11-24.97
,
.0
,
1. 69
AA242494
TOTAL TAX CRIDIT
BAlANOI OP TAX DUI
INTIRI8T AND pIN.
TOTAL DUI
*'
UV.IHlIl m ItHlI
ETHEL "
F
NOTUI To Inlur. pr.plr
orldlt to ~.ur a.oaunt,
lubnlt tha uPPlr portian
of thh for~ with ~our
taw, p.~l8nt,
lal
20.331,80
613,04
,DO
.00
.00
M l' PAID A'TBR DAYE INDICATeD, eee RBVERle
POR CALCULATIGN DF ADDITIONAL INTBRBGT!
IP TOTAL DUB II LEB. TIIAN .1, NO PAVHENT 18 REQUIRED.
IF TOTAL DUE 18 ReFLBCTED AB A "CREDIT" ICOI, YOU HAV IF. DUE
A RBFUND, BEe REVBRIE IIDE OF TIIII FORH FOR INSTRUCTIONS.)
RUERYATlOH,
PURP08B OF
HOTlCE'
PAVHEHlI
REFUHb (CRl'
OlJECTlOH8I
AOH1H
18TRATlVE
, CORRECTlOH8I
onCOUHT I
pEHALTY'
IHTERUT I
pc! \r) :0
.;,: II' ft;
'-I C":'I ,
'y,
G\
I.,.)
(J'
-il
FJ
.l~ . l~\
1>"..1
htlt.. of dloldlnhdv-ino on or blfort nln,bar 12, 19U ... If .,w futurl tntlr..t In thl ..h" It trln.tarred
1n palll.,lon or ,"jOy","t to ell.I . (collatlral) blneflal_rl.. of thl dle.dlnt 'ftlr the-Ixplratlon Q' tnv ..tat. for
l1f. or for Y.lra, thl Co..onw.llth hlrlbvlxpr...IV rl.lrv.. thl right to IPpral,. and ...... trl"ef,r Inh'rltlnol tIM.'
It thl hwful CIIII I (ooll,tlrtll rite on anv ,UGh futur.' Int.rut.
To f~1fIH thl rlqulr..."h of ..oUan UitO of thl- Inh,ritanol and luta', taK Act, Aot U of 1"1. (11 PII.
S.otton 91~O).
Dttaoh thl top part Ion a' thlt Notlol and tUb.Jt with your pav.."t to thl R.glltlr of Will. prlMttd on thl r.ver., .Id..
..H.k. oh..k or .on.y order, p.y.bl. 10' RllllISTER OP HI~~S, AllllNT
. rlfund of I tlM or.dlt, which w.. not r.quI.t.d on the 11M Return, ~I~ b, r,quI.tld'bV oO~plltlna In "~ppl10.tlon
for'Rlfund qf Plnn.vhlnllJnhlrlhnol Ind Ettltt hie" (REII"UUl. ApPUcIUon' Irl .VIUlblt.t thl OffiCI
of Ih. R.al,l.r 01 HIlI.. .ny of Ih. II R.v.n". OI'lrlol 01110... or bY o.lllne Ih. .p.ol.1 I.-ho"r
In.w.rlng IIrvlOlnUlbtr, for for~' ord.rlnll' tn Plnnulvlnl. 1.600"162"1010, au"Idt PlnnlV1Yanla ,nd
.Hhln 1."1 H.rrlob~ra .rla !111l 1a7-l09., TnOI mll nl-U,I W..rlna I.pelr.d Onlvl.
Anv p.rtv In lnt~rl.t not ..tl.flld ~lth thl .ppral....nt' allowlnol or dl.lllowana. of dlduotlonl, or'..I.....nt
of hie (lnol'udlnt dlsoount 0" Int.r..t) .. Ihown on thh HoUo. tu.t obJ.ot within IlMtv (60) d'l/I of r.o.lpt of
thll Holloa bY I
...wrltt.n prot..t to the PA D'Plrtalnt ofR,Vlnul, bird of App..ll, PIpt. 21102'1, H.rrhburg, PA 111U.IU~, OR
....hoUon"to hlvl thl .,thr dlttrllllnld It ludlt of the Iccount of thl pe,..onll rlprl.lnhUwlj OR
."'PPIII to thl ,Orphl"1 t Coyrt I
FlotU.. errorl dhClcy.r,d On thll 'I..,....nt Ihould bl, addrl...d In writing tOI P~ OIPart.lnt of RIV."UI,
I"r..u .1 Indlvld"al T..... ATTH' Po.1 A'......nl Ravl.. Unll, oapl. E80601, H.rrl.b.re, PA 11111-0601
Phonl,(?l?) ?""6'01, I.. P'O' a of thl bookl., ~tnltruetlon. for Inhlr"lnc. Tak R.'urn for. R"tdlnt
O.c.dlnt"CRItY"UOl) for .n IkP!tnlllthlt1 of Id.J"htr.UY'lV oor,..chbll Itrorl.
If anv tlM due II Plld "Ithln thrl, (5) callndar tonthl aft.r thl dlcld.nt'l dlath, I flYI p.rclnt (I~) dllPount of
thl hk paid,' 11 allow.d.
Th' llk tak allni'-t>> non.partlolp.Uon p.n,l W 11 Clolputld on the total of thl taM end intlr..t .......d, and not,
plld,bifo"l Jenu.rv la, lf96, thl fir.t dlV Ift,r th.,end of thl tlM a.n..tv plrlod, Thll non4partlolp.tlon ,
ptnoltv i. appall.bl, I" th~ .... ..nn.r and In the thl la.. tl.' p.rlo~ "VOU "oUad app.al the tak In~ 'nt.r..t
that ha. bltn ..~....d II Indla.tad on thll noUu. ,
tnt.,...t ,. ohlru.d b.glnnlng with flr.t dlV of d.alnqu.noy, or nln. (9) lonth. end bna (1) daY fro.th' dtt. of
d.ath,to th', det',ofPQV.'nt. tIKI.'whloh ble... d.llnqulnt b.forl Jlny.ry,l, 19,e b..r lnttrl.t ., \ht rltt of
.IM (6~)ptro'nt p.r .nnul qaloulat.d at I dallvrat, of ,00016~. All tIM.. whloh b.o... dlllnquent an and aftl"
JI"ut,.vl, 1982 will bllr In'I"'" at ,rat, whiCh wUl yarv fro. cIl.nd.r Yilt to o.l.nd.r y.,,. with thlt tit.
announo.d by thlPA a.parte'nt of Rlvlnu.. Th. appllolbll Int.,.e.tr.t.. far 1.62 through 19" Irl'
, '
tu.t Int.rut!tate DIllv tnt.rut I='aoto" ,~
Inttr..t Aat.
O.I~v Iht.,...t. Faator
1987
19$&,1991
1911
1991-1994
1996-199a
9X
i1x
9X
1X
9X
.000141
,000101
.0002.7
.000191
,0001~1
1911 lOX ,0001~1
1961 16X .000lU
191. IlX .000101
1911 UX .000116
1916 lOX .00011.
..I"t.r'lt I. o_louletld II follo"'l
XNTEREST . PALANCE OF TA~ UNPAID ~ NUHBER OP DAVa DELINQUENT ~ DAILV IH'tREDT FACTOR
"~Any HotlOI 1.IU.d-Iftlr thl tax b.oo... dlllnqu.nt will r,fllot an lnttr..t olloulation to flf\..n (11) dly.
b,vond tht date of 'hl.'I.,..."t. If ~IY.lnt II .adl after \~I lnt.r'lt oo.putltlon dltl Ihawn on thl
Mo\lol, addltlontS Int,,...t .Ult bl ol'oulat.d.