HomeMy WebLinkAbout97-00878
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6. That Petitioner and Decedent were neVer ma:t'ried to eauh
other.
7. That the estate of the Deoedent and the value thereof
is as follows I
a, Acoidental death beneUts from Elrie Insurance
Group - '$2,500,00
b. Funeral benefits from Erie Insurance Group -
$5,000,00
c, Property damage benefits from Erie Insurance Group
- $350.00
8. That no disbursements have been made from the estate
prior to the filing of 'this Petition.
9. That the names of all unpaid claimants to wh~m '
~etitioner nas not ide or knowl.l;ldge of ue I
a, Quantum Imaging & Ther,~peutic Association $74 '.00
b. Philhaven lS9.55
o. Good Hope Family Physicians 81.00
d, PP&L 452.pO
,j
e, J. C, Erlich Co., Ino. 212.00
f. Key Bank Visa 4,485.00
g. Myers Funeral Home 5.,884,.S5
2
I'
$500,00, and property benefits in the amount of
$350,00, Said amount shall be distributed in
aooordanoe ,with paragr!!\ph (d) below I
b, That Petitioner may sign any and all dooum~nts
neoessary to transeer the 1992 Chevrolet Cavalier
automobile ihto Petitioner's name I
0, That the engagement ring shall be held by Wendy
Nissel, in trust, for Elrica Elnsminger C\nd shall be '
transferred to Elrioa Elnsminger upon her twenty-'
fifth (25) birthdaYI
d. That the estate of John S. Ensminger, Jr. as set
forth C\bove shC\ll be awarded ae followsl
(:1.) Cost of Administration
(a) Register of Wills
(b) Legal advertising
(0) Costs
(d) Counsel fees
(2) Family Exemption
(3) Funeral expenses
(a) Myers Funeral Home
(b) Carlisle Memorial Servioe
5
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t,.AW QPPIQllll Of
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f~g?
KNUPP & KODAK. P.c.
ROPIRT IWlNO KNUPP
'(Im.mll
ROPIRT ~, KNUPP
RQPIRT D,.KODAK
oARY J, IMB~UM
OAMllRON' ~1AN8ION
407 NORTH fRONT STRIlIlT
P.O. BOX 11~0
HARRISBURG, PA 17100.1B40
717/238.7181
PAX mInB,718B
OP OOUN8B~
ROBIRT H, MAURIR
october 29, 1997
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHouSE SQUARE
CARJ.jISLE . I?A 17013
REI THE ESTATE OF JOHN S. ENSMINGER, JR.
Dear Register ot Willsl
Enclosed' ple<\se . find an Amended I?etition fat' Settlement of
Small Estate, two proposed Orders, <\nd <\ Rule to Show Cause and a
cheok. in theamourtt of. $33.00. pleaae <\ccept the original.s for
filing and return the ,time-stamped oopies in the enclosed self-
addressed st<\mped envelope.
please forward the Petition, two Orders, and Rule to Show
Cause on to Judge Sheely.
If you have any questions, please call.
Very truly yours,
KNUPI? & KODAK, I?C.
a:?, ..j
GJI/lmc
Enclosure (sl
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COMMONW ~lIH 0/ PftN1UVANIA
DIPAR IN! rJ R VeN I
ttARRl1I R6' JA t9 1100101
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lOR DATU 01 DEATIi AlTER 12/31191 CHICK HER
IF' A SPOUSAL
POYIRTY CREDIT 15 CLAlMIII 0
filiNUMiiii
21-97-878
COUNTY CQDI
I U. M f. 5.."
415 Bernheisel Bridge Road
Carlisle, PA ,17013
c."' Cumberlanq
~MDVH c I I IIN U ONII
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH"REGISTER OF WILLS)
I ~
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Jr.
A01"
1 69
M .
III
( 21
( 31
( 41
( 5 I
( 61
/71
0.00
0.00
o.ou
,
0.00
8,100,00
44,000.00
0.00
YeAR
NUMB!.
ac l. Original R,'vrn 0 2, Svppl.m.nlol R"v,n
o 4,Llmll.d ellal. 0 40, 'ulv" 111101'" Catnp,oml\.
('0' dalll 0 d.olh 0"01 2012.921
o 0, Pmd, ,nl Ol.d toU~I' 0 7, PIC.d.nl Moln/q/n.d a living TrUll
(Allo~~ copy 0' WIll) , (AUach copy of Troll)
ALL CORRIIPONoeNCI AND CONflDINTIAL TAX INfORMATION SHOULD 81 DIRICTlll TOI
I
Gary J. Imbll,lm 40 NQrt:h" Front at., Box
Harrisburg, PA 17108-1848
,
l. R.ol Qllol. (Sch.dvl. AI
2. Slackl ond Bondi {Sch.dvl. 81
3, Clol,.ly H.ld Slock/Pa"nollhlp InlOllll (5ch.dvl. C)
4, Morlgagll and NollI Rocelvobl. (Bch.dvl. DI
S. Calhl Sank D,polllI & MhcoUon.ou. POllonal Properly
15cn.dvl. QI
6, Jolnlly Owned P'op.rty (Sch.dol. P)
7. T'aMlorl (Sch.dvl. 0) (Sch.dvl. II
8. Tolal O~OIl AI..II (Iolallln., 1.71
9. Puneral e.pon,.., Admlnhltoll" COli', MhcoUan,oUI
exp'",1I (5~h.dul. HI ,
10. D.bll. Mortgali. LlablliUII, lI.nl (Sch.dol. II
11, 7.101 O'~ocUanl (Iolalllnll 9 & 101
12. N., Valv. 01 ella," (lIno S mlnVI lln. III
13, Cho,ltabl. and OoY.,nmonla, h/fv"'1 (Sch.dvl. JI
14. N'" Valv, Svb 'el to 70. lln, 12 mlnullln. 13
IS, Spaulal T,anl"/I 1'0' dalll 01 d,alh "'t., 6.30.941
Sot ,In,'/vcllan. 10, Ar.PU~abl. p,[contog. an R.yerl.
Sid" (IMlvd. yalu.. rom Sch.dv . K 01 5ch.dol. M,I
\6. AmoVnl 01 lln. 14 lO~.bl. .1 ~I(, rat. "
(I~clvd. v,olvII f,om Sch.dvl, K or Seh.dul. M,I
17, Amount 01 L/no 14 t.~ab/. allSI(, lot.
(Inclvd. va/vII "om S~h.dvl, K a" ,Schodul. M,)
18, f,'nclpalla. dv. (Add la~ Iromlln.. IS. 16 .nd 17,)
19, C'od", Spaulo' Pa""y CIOdll Prior Poymonll
191
10,624.40
9,386.52
o 3, R.malndor R'/v'n
I'.' dalll 01 d.Olh p,/o, 10 12.13-82)
o 5, F.d".1 111." To. R,lu'n R.qullld
- 8, Talc,1 Nvmber of Sa', D.po,11 BOAII
11848
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(151
(16)
(171
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32,089.08'
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:~t~'- J~'. ; :,.
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(12)
(131
14
20/010.92
'~2, OC9 n-9
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.3'?,Oag.08'\I
0.00
K ,06 .
l.925.34
K .15 .
(181,
+ + (191
20, lr'lIn',19" "01., thon Uno 18. .nl.r th. dllloronc. on lIn. 20, Thh h Ih. OVeRPAYMENT. (20)
Do
21. If Lln, 18 h gl.ater Ihon Uno 19. onl.' Ih. <l11/.ronco on Lln. 2l. Thll h Ih, TAX bUE. 1211 __J ( ~ ~ ~. 34
A. Intlr Ih. Inlor," an Ih. balanc. du. .n lIno 21A, (21 AI _
8, Bnl.r Ih. 101.1 0/ lIn. 21 ond 21 A on Lln. 21 B. Thh I.,h. 8ALANCI DUa. (2181
Mak. Ch"k "0 obi. 1., R.gl".. a'WIIII, Ag.~, _
.' ", "'" U SURe TO AN$weR ALL QUUTIONS ON RBVER$! $IDIANb TO RICHBCK MATH ~ ~" ...,
LlndOl pona II.. 0' porlu,y, I oclllro Ihot ,I av, ".mlnod Ihll r.lurn, Including accompany-Ins Ie .dvl" arid lIolOmonll, ond 10 Ih, b," ., my knowl.ds..nd b.II."
il II IrvII, COtrectl ond compl"', ,I rloclora Ihol all rool 01101. h.1 boon roport.a.t t,o. m.rkO! valv., D.clo,allo" 01 Pl,paror .,her Ihan Ih. P'/lon.1 ropllltntall" II
bOI.d on all !nlolmollon 0 which ro oror ha, ony knowl.dg., , "
A ... ~~ , '7A\~~1~1 \, ,. ~'l.. C (\, ''.\\ "\ ,i \ 0 - ot'~ ') I)), q~__
- - ~
1-
COMM01WlAllH d. PINNmVA<i!A
IN IRtl~NC!I~! RtlURN
, IIIOINt DICU>!N1
mAh or -- -~-~-.,_."
~1.,q"l t.. 1J.&"
ENSMINGIllR,
,
\TIM
NUMalR
A.
'1,
a.
1, ,
2,
3,
4,
C.
1,
2,
3.
4,
5,
6,
7.
8,
...........---.
JOHN S. JR.
SCHIDULI H
fUNIRAL IXPSNSBS,
ADMINISTRATIve COSTS AND
21_97-a7B
--..-...- --------- ...........---- '
PBSCRIPTION AMOUNT
----
.....---.---------.
----....---..............-......-----........-
2,695.00
1,975.00
690.00
300.00
750.00
-
fU!llIol IIIPeno..'
Myers wun~ra1 Home Se~vldes and Wacl1i~les
casket;
vault
cametery charges
Langsdorf Cemetary Assooiation
Carlisle Memo~lal service - headstone
Admlnlo11atlve COlt"
Penonal Rapresen/oilve Commlu\onl W A ! V III D
Social Security Number of ,Perlonal ReprOlenlDHvel
Year Commllllanl paid -
1,881.40
-'-+~
2,300.00
Altor~ey fool Gary J. Imb1um, Esq.
Familyfixempt\on,
CI None
alman! _._~__ RelaHonlhlp ----
Addrell of Claimant at decedenl'l dealh
Street Addrell - ---
---
State
__ Zip Cade
City
33.00
Probate Foo.
peti~ion to settle small estate
Mllcel\an*oul bpo!l.."
--..
.----------.......-----~------_.............-----~.---......-------..--.-
$ 10,624.40
TOTAL (AIHl enter on line 'Ii RecapllulDllon)
-
(If moro Ipace II n..dad, Inlort lIddltlonllllhooll aflame IIJe.l
I ~AU OF INDIVIDUAL TAXBI
IHIlRAIIAHCI TAM PIVIIIOH
DRP r, 110101
IlAARIIIUAO, PA 17111-0601
vWIIlIW'f't..r1k'll \I,' r....lIiw'..ftHt."
DEPARTMENT OF REVENUE
'*
NDTlCE OF INIIERITANCE TAM
APPRAI8EHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONI AND A8SEISHENT OF TAM
It",IHum",.,,,
RecorrJu," I!( (' 01
ROfli',l,; Willa
DATI
18TATI OF
DATI OF DEATH
FII.E NUHBlR
OOUNTY
AON
OS-18"98,
ENSMINGER JR
08-02"97
21 97-0878
CUMBER~AND
101
A.ount Re.IHtd
JOHN
S
GARY J IMB~UM
407 N FRONT ST
HARRISBURG
'98 MAY "1
BOX 1184,'"
PA 1]108
CltJrl\
CumbUi ",,,I I.
All :10
MAKE OHICK PAYAILI AND RIMIT PAYMENT TOI
REGISTER OF WI~~S
CUMBER~AND CO COURT HOUSE
CAR~IS~E, PA 17013
CUT ALONG THI8 LINI .. RITAIN LOWIR PORTION FOR YOUR RIOORD8 .....
f(1{IT: 11'4"1 "fix"Arll'"r ~'lj :m""tlllY{ a1" "rip" 'W AiliIfAWI" 'f."il" A,sp~ii{i ilfilW" A r:t."owAilcl" OR """"......""""" -.
, DI8ALLOWANOI OF DIDUCTIO~S AND A8118SHI~T OF TA~
IITATI OF ENSMINGER JR JOHN S FILl NO. 21 97-0878 AON 101 DATI OS"18-98
TAM RETURN WAS' I I ACCEPTlD A8 FILED I XI CItANOBD SEE ATTACHED NOTICE
RISIRVATION OONOIRNING,FUTUR. XNTIRIST " 811 RIVIR81
APPRAISID VALUI OF RITURN IA81D ONI ORIGINA~ RETURN
1. Rttl Ett.t. 180h.dul. Al
2. atook. .nd lond. ISoh.dul. BI
a. 010.tly H.ld 8took/P.rtntrthlp Inttr.tt ISohtdul. CI
4, Hortete../Nottt RtotlVtblt ISohtdult 01
a. Ct.h/Stnk Dtpo.lt./HI'o, P.rtontl Proptrty laohtdult EI
., Jointly Owntd FroPtrty laohtdult FI
7, Trtn.ftrt laohtdul. 01 '
a. Total Auth
" ",url
0, P^
F--
III
121
III
141
ISI
161
171
,
.00
.00
.00
.00 "
8.100.00
44.000.00'
.00
III
NOTSI To In.urt proptr
ortdlt to your tooount,
.ub.lt tht upptr portion
of thl. f.r. with ~our
tax p'~.tnt.
52,100,00
APPROVID DIDUOTION8 AND IXIMPTXONSI
9. Pun.r.l bptnut/Ad.. Coth/Hlto. bptn... 180h.dul. HI 191 10,624.40
10. Dtbh/Hort,.,. LI.bIUtl../Lltnt Iloh.dull II 1101 9.386.52
11. Tot.l D.duotlon. 1111
12. Ntt V.lut of T.x R.turn 112 I
15. Ch~rlt.bll/OOVtrn.tnhl BtquuhJ Non-t1tohd 9115 Truth ISohtdult JI 1111
14. Ntt V.lua ,of Eat.t. lubjtot to Tax 1141 32,089.08
NOTII X1.n ...,..m.nt w.. 1..u.d pr'V1DU.1Y, l1n.. 14, 18 Ind/Dr 16, 17 'Ind II will
r.11.Dt 1iDur.. thlt 1nDlud. thl tDt.l D1 ~ r.~urn. .......d tD d.t..
A88181MENT OF TAXI
II. A.ount of ~Int 14 .t 8pou.tl r.tt 1111
16, A.ount of ~Int 14 t.x.bh .t Lln..l/Cl... A r.ta 1161
11. A.ount of Lln. 14 tax.blt .t CoU.tar.l/Cl..t B r.ta 117)
II. Prlnolp.l Ttx Du.
TAX ORIDITSI
PAYHBNT
DATe
'n.n1n Q2
32,089,08
.00
.OO~.OO.
.00 M .06.
32,089.08 M .15.
IlSl
.00
.00
4,813.36
4,813.36
RECEIPT
NUHIER
DISCOUNT I + I
INTEREIT/PEN PAID (-)
AHOUNT PAID
INTEREST IS CHARGED THROUGH 06-02"98
AT THE RATES APPLICAB~E AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX OREDIT
IALANCE OF TAX DUI
INTlRB8T AND PEN.
TOTAL llUE
1,925.34
2,888.02
22.11
2,910.13
M IP PAID AFTER DATE INDICATED, SEE REVERIE
FOR CALCU~ATION OF ADDITIONAL INTEREST.
IF TOTA~ DUE II LEIS THAN II, NO PAYHENT II REQUIREO.
IF TOTA~ DUE IS REFLECTED AI A "CREDIT" ICRI, YOU HAY SE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
I
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.I
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-
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1){IMM:Hi~YIV^Nl^
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I( N S M I N (] I( 1\ : 1\ ,
SOCI!IOEGUII1VlilJl.l ~R
5 t> " ~7
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IJAII'Of'(ltAlIl
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(If APNIC"IIt~' SUIIVlWfO 6i1OUSt'8 Im,lt, (LAS'. 1'l1l6t, AND MIf)tHn IlllflALl
Nt"
o 1, OI~'n"1 ROlurn
o 4, Llmllnd 601010
o 6, Oecedonl Dlod TOllal. '!'~"'''''''W''
o 0, LII~"tlon Plocoodl Rocolvod
Sot; At Sr:CUflllY 1IlIMUnl
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1I11111WIlIIUl MUII1IlH mHO IN IlIJI'UCA1f. WllIllIlI:
REGISTER OP WILL.S
I&J ~,SlIlIlIlomonlnl RollIlII
o 40, FululO Inlololl COI1111101111,0,"",,"""""'" I1IH1l
o 7, Docodonl Molnlolnod n Living TIIIII'''''''''Pf,/)roll)
o IS, SlIouaol Povlllly C,odll"",oi'"U,"'M." 11,MI '"' 1,1,1'1
o 3, ROlllolntlol RollIlIll."Q""I"~"'.II'llall
0,6 Fodolol EolOlo Tax ROlurn Roqvlrod
_ 8, Tolol Numbor of Solo DOlloal1 Soxoa
o 11, filocllon 10 lax undorSoo, 0113 A) 1"",'''''0)
1, Rool EololO ISchedvle A)
~, Slocko and SondolBchodvle S)
3, Clololy Hold Corpolatlon, Portnol8hlp pr Splo.PlPllrlolorohlll
4, Mortgogel & Noloa Rocelvabla (Bchodllla D)
6. Caah, Sank Dopoalla & Mllcellanoovo Peloonol P(Ollody
(Schedvlo E)
6, ,Jolnlly OIInod PIPporty (SchedvloF)
7. Inlor.Vlvoa TronolOI8 & Mlocollanoovo NDn.Plobald Plollerty
(Sehodule 0 01 L)
8, Tolol 01011 Aaaola (10101 Linea 1.7)
0, Fllnoral Exponlea & Admlnllllallvo COIls (Sehedvlo tl)
lS, Oobla 01 Decadent, Mortgoge Llobllllloa, & Llenalscnodlllo I)
11, Tolal Doducllona (tolal Linea 0 & 10)
~
al
18, Tax Duo
19,
1',0, 1I0X II H4"
IIAI\I\ISIIUIW
11)
(~)
(3)
14)
(5)
(6)
(7)
, ,
1~, Nol Valvo 01 biota (~In. 6 mlnlla Line II)
13, Charlloblo and OovotnlllOnlalSequoats/Soo Q113 Trllllalor which 011 oloellon 10 lox hnl nol ooon
llIade (Sehadulo J)
14. Nel Valuo SUbjootto Tox (Llna 1~ mln08 Llno 13)
15, Amollnl 01 IInO 141axaolo
ollhu apoUaallox ralo , I
BOO Inllrvcllona on rovelso aldolor oppll""olo parconlano
10, Amovnl otllne 1410xublo " ,.
alB% 1010 ., I
1/. Amounl 01 line 1410xoblo
01 15% ralo
10)
110)
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(8)
H I 7 " (, . 5 2
111)
(12)
113)
(14)
,0 (16)
,06 116)
,16 (17)
(18)
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17012 /-,:)$-(/1
DATE
1710" I-/l)()'}
.
Decedent's Com lete Address:
11IHH! Al1l1Hll,lO 105.1 I\liBH! '<'A STllHHT
CIIY CAllLISLH
nlA1Ii PA
liP 17012
T.IC Payment. .nd Credlts,l
I, tax Duo IPogo 1 LillO 16)
2, Crodlls/PnYIIIQlIls
A,~pousol Povorly Crodll
a, Prior PaVlllolIls
C,OlsooulIl
II)
3, IlIloreslll'ollolly If appllcoblo
O,lnlorosl
E. POllnlly
TOlolllllorDslIPnnolly (D ." E) (3)
4, II line 21s groalor Ihon 11110 1 + IIno 3, 011101 Iho dlllolonco, Thlslslho OVElRPA YMElNT.
Chook box on Pago 1 Llno 1610 IDquosl 0 rolund (4)
6, If 11M 1 + 111103 Is groolor Iholllloo 2, onlor Iho dlfforonco, TillS Is 1110 TAlC DUe. (6)
A, Enlor Iho Inlorosl on Iha lox duo, 16A)
a. Enlor Iha 10101 of LillO 6 + M, This Is 1110 BA~ANOEl DUe. (6B)..
. ,Make chef~able to: REGISTER OF WILLS, AGENT r
p~ElASe ANSWISR THEl fOLLOWING QUElSTIONS
BY P~AOING AN "X" IN THe APPROPRIATEl B~OOKS '
1, Did de,oedent make e transfer and: ,Yea No
a, retain the use or Income of tho property tranoferred: ".""",,,,,,, " "'''''''''' "" '" " " " ""'" ",.. "..... ~ ~
b, retain the right to deolgnale who shalf use the proparty tranSferred or lis Income: """,,,..,,..,,
0, retain a,reverslDnary Interest: Dr """""""""''''''"""."",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,..."
d, I'ecolve the promise for life of either peymants, benaflts or oara? ",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,,,,,,, ' .
2. Ifdeath oCDurredon or befora December 12,1982, did docedenl wllhln Iwo years
preceding death transfer property wlthoul recelulng adequate cDnslderallon? If death occurred
after Deoember 12, 19B2. did dacedent trensfer property wllhln one year of dealhwlthDut
reoelvlng adaquate oonslderalloll? ""'''''''''''''''''''''''''''''''''''''''''''''''''''''''''',,,,,,,,,,,,,,,,,,,,,""..,,,,,, 0, 0
3" Old deoadel,t own an "In trusl for" Dr peyable upon dealh bank account or security
'4, ~tl~'I~e~a'~:~~~~~:~'i~d'l~id~~;' ;~ii;~ri;~;;;' ~~~'~'~',;'i: '~";";'~'Ii~:' ~;. ~i'I;~; '~'~'~':~;~b~i~' ~;~~~rt~?'::::: B B
.. IF THEl ANSWElR TQ ANY OF THEl ABOVe QUElSTIONS IS YElS,
YOU MUST OOMp~ElTEl SOHElDULEl G AND FI~El IT AS PART OF THEl RElTURN
I
72 P,S, 69116 (a) (1.1) ~) provldad for the raduclIDn of tho tax rata Imposad on the, not Value Of transfars to or for the use of Ihe
sUlVlvlng SpDl/Se from 6 Y. to 3% for dates of dealh on cr efter July 1. 1994 and bafDre January 1, 199B, .,
"
,
72 P,S. 69116 (a) (1.1) (II) provided for the reduDIIDn of 1I1e rate Imposed on Ihe net Value of trans/erslo or for the use of Ihe sUlVlvlng
spouse frOm 3% 10 0% for detes of death on Dr afler Jsnuary 1, 1908. The slatute doas not exem~t a transfer to a sUlVlvlng spouse
from tax, and the atatulDry raqulremants for dlsDlosure of assets ahd lll1ng a tax retl/rn are stili appllosble even If Ihe sUlVlvlng spouse
Is Ihe only beneflolary,
FOR DATElS OF DElATH ON OR AFTeR JANUARY 1. 19,98 . Pleesa answer the following question by placing an "x" Inlhe
epproprlale space.
Did the daoedent oreete a trult Dr 11m liar arrangement whloh Ie soley for the sUlVlvlng epouee's banerlt for hll or her entire
lifetime? Yel 0 No 0
If you answered yea to the above question, the tax on the trust or ,similar arrangement Is postponed unlll the death cf the second
spouse, at whlDh time II Will be fully tsxable allhe rate(s) applloable 10 the remainder beneficlary(les), Enter the Value of Ihe Irust on
Schedule J, Part II. In order to rem~ve It from tl1e celculallDn of Ihe lax due In, this eslata. You may wish to file Sohedule 0 In order to
msko Ihe election evsllable under Section 9113, If tho elecllDn Is medo, the trust or similar arrengemant Is texed Inlhe estate of the
flrsl deoodonllipOuae, the portion or the trust cr similar arrangement Which beneflls Ihe sut\llVlng spcuse Is taxad atlhe zero tax,rata,
at,d tho remainder Is taxed at the rale(s) appllcabla to the remainder baneflclary(les), If you choose 10 make the elecllon, you must
alleoh SchedUle 0 toe IIinely.'flled tex return, along wllh Schedule(s) K and/or M In order to show Ihe apportiOnment of Iho Irlist or
similar arrangement batweDn the sUlVlvlng SpOilS 0 and Ihe rem sind or bol1tlflclary(les),
Tolal Cracllls (A + B + C) (~)
MAKI CHICK PAVABLI AND RIHIT PAVMINT TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
OUT AL.!lNO THII LINI .. RITAIN LOWIR PORTION FOR YOUR RIOORDS ~
ftW: laW" i'l/'" ~ pop' C&'lf :nY"illlYi lli""ci."itfAilrffAlJ'cl" Y~X" 'AjS.R'A"iiilfiil,.";"~tt"ciQA'f(Di"b'lf"'""""""""""""""
.DI8A~~OWANOI oil DIDUOTlONI ANb ASIIIIHINT OF TAX
IITATI OF ENSMINGER JR JOHN S FILl NO.21 97-0878 AON 101 DATI OB"18-98
TAM RITURN WAil ( I ACCIPTED AI FILID I XI CHANOID SEE ATTACHED NOTICE
RIIIRYATION OONOIRNINO FUTURI INTIRIIT " 811 RIYIRII
APPRAIIID,YALUI OF RITURN BAIID oN, ORIGINAL RETURN
I. Reel Iltetl Ilohedule Al
a. Itookl end Sondl ISohedul1 II
S. Cloleh Held Itook/Pertnerlhlp Inhr..t Iloheduh CI
4. Hortgelel/Notel Reoelveble (Iohodulo 01
S. Celh/Benk Dlpolltl/Hllo. Perlonol Proport~ ISohodulo P.I
6. Jolntl~ Dwnld Propert~ ISohodulo FI
7. Trenlferl ISohodule 01
S. Totel Auoto
APPROYID DIDUOTIONI AND IXIMPTIONI. 10,624.40
9. Punlirel bplnlol/AdM. COlh/Hho. bponl.. ISohldule HI. 191
10. .Uebh/Hodglgo ~lebUIUel/~lonl (Sohldulo I I nOI 9,386 . 82
11. Tohl Doduotlono (11 I
12. Net Voluo of TIM Return (121
U. Cherltobh/Oov.rnMontel Poq"..to, Non-eleoted 911S Trulte 1I0hed"le J) (UI
,,14. Net Volu. of htete lub.leot to Tew 1141 32,089.08
NOTII If.n ......m.nt W., i..u.d pr.viou.ly, lin..14F 18 .nd/or 16, 17 .nd, 18 will
r.fl.otfigur.. th.t inolud. the tot.l of ~ r.~urn' .......d to d.t..
, AISIIIMINT OF TAX..
11. AMount of Lln.,14 et Spo"..1 r.te ns) .00 M' 00. .00
16. AMount of Llno 14 hMeblo .t ~lno.lICle.. A r.te (161 .00 X' 06. .00
17. AMount of Line 14 hMeble et CoUohrel/Ch.. 8 rete (171 32,089.08 X .16._, 4,813.36
18. Prlnolpol ToM Due 1111 4,813.36
TAX ORIDnl'
PAVHINT
DATE
1~:;,-.;(31- f
OOMMONWIALTH OF PINNSVLVANIA
DIPARTMINT OF RaYINUI
BUREAU OF INDIVIDUAL TAMil
1"'rRIlAWCr. lAM OIVIIIOlt
om, 110601
UARRJSaVNO, I'A 11111'0601
NDTlCI OF INIIIRITANCI TAK
APPRAISIHeNT, A~LDWANCI DR DISALLoWANCI
OF DSDUCTIDNS AND AISISSHINT OF TAM
GARV J IMbLUM
407 N FRONT ST BOX 1184
HARRISBURG PA 17108
DATI
IITATI OF
DATI OF DIATH
FILl NUM81R
OOUNTV
AON
OB-18-98
ENSMINGER JR
08-02-97
21 97-01178
CUMBERLAND
101
AMount ROMI Hod
I
nl
III
III
141
III
161
171
.00
.00
.00
.00
8,100.00
44,000.00
.00
III
RltUPT
NUH8I R
DISCOUNT I +l
INTIRIST/PIN PAID (-I
AHOUNT PAID
INTEREST IS CHARGED THROUGH 06-02-98
AT THE RATES APPLICABLE AS OUTLINED ON THE
REYERSE SIDE OF THIS FORM
TOTAL TAX ORIDIT
BALANCI OF TAX DUB
INTIRIIT AND PIN.
TOTAL. DUI
. IF PAID AFTIR DATI INDICATID, III RIVIRSI
FOR CA~CULATIDN OF ADDITIDNA~ INTIRIST.
.y
(...:.-'
*'
In.lt., tI "111t.tll
JOHN
S
NDTII To Inluro propor
orodlt to ~our eooount,
IUbMlt tho uppor portion
of thl. for.. with ~our
teM pO~Mont.
112.100. 00
'n.n1n.O'-
32,089.08
.00
1,9211.34
2,881.02
22.11
2,910.13
( IF TOTAL DUe IS ~ISS THAN t\, NO PAVHINT ts RIQUIRID.
IF TOTAL Due IS ReF~ICTED AI A "CRIDIT" leRl, YOU HAY II Due
A RIFUND. SII RIVIRSE aIDE DF THIS FORH FOR INSTRUCTIONS. I
.
,I',
~F ~, (~f
~ ' , 01
1\: ~r! u.
c ~ (),()
'-1, :h
() <L";",".)'
(j , ;;a %.l-l\/)
, , WfI'l.
. ,(T, -
;gc J:,:
'f;';. \Q
.'
MAKI OHIOK PAVAILI AND RIMIT PAYMINT TOI
REGISTE~ OF WI~~S
CUMBERLANP CO COURT HOUSE
CAR~ISLE, PA 17013
OUT ALIINGTHI8 LINI ~ RITAIN LOWIR PURnON POR YOUR RICORDS ....
'R'W :111N'.i'l(.A~'Jl'.rll":"j".illIYf/.l""lS,.-mAilfftAlf6', i"Y,{x.A'ii~ftAfiillltW-.AtrciQAWi.b1f"-"""~-, ""n.." n"_
" 'DXSALLCWANCI OP DIDUcnoNs AND A8SlssHI~T oil TAXe,
ISTATI OF ENSMINGER JR JOHN S "'ILI NO. 21 97-0878 AON 101 DATI 03-29-1999
TAX RETURN WAIl I X) ACCIPTID AI FI~ID I) CHANGID
RI81RVATlaN CONOIRNING FUTURI IHTIRIST .. 811 RIVIR81
APPRAI8ID ,VAtUI OF RITURN IA81D ONI sUPPLEMENTAL RETURN NO . 01
1. R..l I.t_t. CBoh.du1. A) (1)
I, 8took. .lid 101ld. Iloh.du1. 8) II)
B'. c10..b H.1d Btoak/p.rt"'r.hlp Int.r,"t (80h.du1. C) (I)
q. Hortg.g,"/Not.. R_o.lvabl' (Ioh.dul. D) Iql
I. C.lh/B.nk D.po.lt./Hllo. p.r.on'l Prop.rt~ (Soh.du1. II (I)
6. Jointl~ Own.d Prop'rt~ (Boh.du1. P) (6)
7. Tr.n.f.rl (Soh.dU1. 0) (7)
S, Tot.l A.I.t.
APPROVID DIDUCTIONS AND IXIMPTIONSI
9. Fun'r.1'IMPln.../Ad~. COlt./Hllo. IMP.nl.1 Ilah.dull H) (9)
10, O'"t./Hod,.g. ~1.bIU,U../LI.nl CSoh.du1. I) UO) 48.786.82
11, Tot.1 O.duotlonl (11)
la. Hat V.1u. of T,M' R.turll 11a) ,
lB. Ch'rlt.b1./0ov'rn~.nt.l ,.qu..t., Non".l.ot.d 911S Trultl Cloh.du1. J) (11)'
lq. N.t V'lue of elt.t. lub,l.ot toT'M (lq) 16,697.44"
NOTlI 11' 8nlllla.all\,"'I: W8, :l.I.I.l.d p".v:l.oU.1Y, Un.. 14, 11 .nd/or 16, 17 .nd, ~8 w:l.U
rafllot f:l.gur,. that :l.no1ud. th. tot.l of ~ r.~urn. .....'..d tod.t,.
AS8188HINTOP TAXI
18, A~ount of Lin. ,lQ .t IpoUI.l r.t. (18)
16. A.ount of Lln' lq t,M.bl. .t ~i"..1/C1,," Ar.t. (16)
17. A.ount of Lln. 14 t'M.bl. .t Col1.t.r.l/Cl.11 I r.t. (17)
II. Prin~4p.1 ,T'M DU'
TAX ORIOITSI
PAYHINT
DATI
OOMHONWIALTH OF PIlNN8VLVANXA
DIlPARTMINT OP RllVINUI
c....
BUReAU DF INDIVIDUAL TAMel
IHlIERlTAItCE TAM DIVIRIDtt
DePT. 180601
I~RRIBIURQ. PA 11118-0601
NOTICE DF INHERITANCE TAM
APPRAIIIHBNT, AL~CWANCE OR DlSAL~OWANCE
OF DIDUCTIDNS AND AIIESSHINT OF TAX
GARV J IMBLUM
407 H FRONT ST
PO BOX 11848
HARRISBURG
DATI
IIlTATI OF
DATI OF DIATH
PILI NUHIIR
OOUNTV
AoN
03-29-1999
,ENSMINGER JR
08-02-1997
21 97-0878
CUMBERLAND
101
A~ount R.lIltt.d
l,1
f'A eSn08
'I
.00
.00
.00
.00
.00
,00
,00
.00
.00 M .OO.~
'.00 M .06.
.00 M .111.
UB)
RICUPT
NUHBIR
DIICDUHT (+)
',INT8RIIT/PIN PAID (-)
AHOUNT fAID
AA270 09
REFUND
.
.00
.00
, ,
2,910.13
" 9.98-
TOTAL TAX ORllln
IALANOI oP, tAX DUI
INtlRIBT AND PIN.
TOTAL DUI
*
UNm '1 m Ut.tJI
JOHN
s
NOTE I To In.ur. prop.r
or.d~t to ~our .ooount,
.ub.it t~. upp.r portion
of thl. forll with ~our
t,M p.~..nt.
(8)
.00
~A.7AIi.R2
48,186.112-
.00
.00
.00
.00
.00
4,8211.49
4,8211.49CR
.00
4,828.49CR
'~ IF PAID AfT8R DATI lNDI0ATID, IBB RIVSRSI
POR OA~CULATION OF ADDITIONAL INTIREIT,
( IF TOTA~ DUI IS L8BS THAN .1, NO PAYHENT 18 RlqOlRID.
IF TOTAL DUE 18 RIFLeCTlD AI A "cREDIT" (CRl, YOU HAY B8 DUE
A RIPUNO, 18E REVERSI 810E OF THIS FORH FOR INITRUCTION8.)
PAVlPTI
Ptlooh tho lot> portion .f Ihlo 11011.. om! """'" wllh vDIlr p.veonl ..... p.volll. I. lhO n_ end 1Idd''''
p,lntlld on tho river" .hlo.
__ If R1811111lT llIClPa"T lOOk' .hOol< .r ..nov .,dor p.vobl. I., RBOIITIR OP 1f1~~8, AGBNT.
._ If I4OIl-RIlIIOIlllT pacl!OO"T .01<. .hOOI\ .r .....v .rdor p,volll' I.' Cot1HOHlfI~~ Tit Op ,,"tIIl8Y~Y~"l~,
~ I~)' A r.fund .f . I.. .,.dll, ~I.hw', pol r,.u"'ld on lhO TI' R.lurn, ..v be r.quo".d PV .oopl.'I", on
'AppLI~llon for R.lund .f penn.Vlvonl. Inherll,""' end a,'II' T'" IRtV.IIII1. APPllolllon. "" IVlllebl. II
lhO Dfll.. .1 lhO RIII.llr .f "III" onV .f lhO al Rlvenue DI."I.' Dffl..' .r f," lhO boPlrloonl', 14-hOU'
on'""I", ..rvl.' .....r. f., f.... ord.rlng' In ponn.vlvonl. 1_100-16a-aoao, DIlI.ldo p.nn,vlvlnll
end wllhln 1...llierrll""ra .r.. (1171 767-8094, TDOI 17171 7U-aaaa lliIerlna lop.lrlld .nlvl.
RIll'LV TO'
.UI.,I.n' ,.a.rdlng'.rr.r' ..nl.lned on I~I' n.II.. .hoUld P' .dd'....d to' PA Ooporlolnl .f RIV,"",' ,ur'"
.f IndlvldU.IT....' ~TT"' P." A.......nl R.vlew Unl', bopl, a10601, Hlrrl.pura. PA 17Iaa-0601, phonO
17171 7'7""08.
If onv '" dUo I.p.ld within Ihr" (II ..I.nd.r ..nlh. .fl.r thO do..dIOl" d..,n, · flv. PI,.onl (IXl dl...unl
.f lhO t"pllflo IUD\IOdl'
ThO IIX II' .....tV pon_p.rlloIP.tlon,pon.IIV I. ....ullld .n tho t.I.1 .1 thO t.. end In,.r." .......d, ODd pol
p.ld p.f.r. Jonu.,vla, 1996, thO flr.' d.v .fl., thO ond .f IhI t.. .....t. pOrl.d.
PIBC\lUWl I
PE"A~ TV,
l"nRE8T! ,1011..11 II .h.".d b.aln.l", wllh "..t do' .f d.lln......n.v. Or nino (91 oonth. ond on. III d.. fro' Ih. dOt. .f
dO.th, t. tho d." of P.vllnl. T.... whloh b..... d.Unqu.nt P.f." Jonuorv I, loaa "'., Inler..t ., tho rol. of
.1. (IXl plr.lnl plr .nnUl ..I.ul,'ld II . d.llv ,.,. of .000164. All I.... ~I.h "'.... dOllnouenl on ODd Ift.r
Jonuorv I, 1981 wlU bllr Inl....t .1 . nlO ~I.h will v..v fr.. ..I.ndor VII' to o.lond.. Vllr wllh ,h" rol.
onn.un..d bV lho PA D'P."...t .f R"'"""' Th' IPpll.obll Inl.r..t ,.,"f.' 19aa Ih'''oh 199' .r.,
19aa IlX .00014a,
1981 16X .000418
1914 UX ,000101
1988 IIX .000186
19" lOX .000a74
1987 9X .00"47
--In,.r..' I. ..Ioul.\ed "' f.II""
XNTBaBlT _,BALANCS OP TAM U""A1b M "URIER 01' bAYS DS~l"QUBHf If DA1~V 1HTURBlT PACTOR
y,'i' tnt.rut Rlt, p.ll~ tnt.r..t Viator
-
1988-1"1 UX .000101
199a 9X .000a47
1998-1994 '7X .00019a
199a-I..' 9X ,000147
199'1 7X .00019a
vear tnt.r..t Altt b.U~' lnt'f.tt Factor
-
--Anv "oil.' I..~d .fl.r lhO I.' b'..... dollnquonl will r"loot on In"'".' ..I..I.,lon 10 flft... (Ia) dlV.
bOvond lilt d.I' ., Iht .......'nl. I' p'V..nl I. .od' .11" lhO Inl.,..t ...,ut.tl.n dol' .hoWn on thO
Matla., IddltlDnll lnt.rl.t .u.t bt aaloUlated1