HomeMy WebLinkAbout97-00894
HAKI CHICK PAVAILI AND RIHIT PAVHINT TOI
REBISTER OF WI~~S
CUMBER~AND CO COURT HOUSE
CAR~IS~E, PA 17013
CUT ALONQ THIS LINI .... RITAIN LOWIR PORTION pCR VCUR RICORDS ~
llW:U4'1f'1'\('Afr'Jl"rb':.,.nloYf6l".tSll'i'NHiRifl'il6'''Y~X'Apji~'AfilWilr;'Atrow~lJ'6'i'bii"""'''''''''..
. ' , D18AL.LCWANCI Cf! DIDUCTlCWS AND AssliliiHINT 01" TAX
ISTATI 01" COPE DANIIlL F pIL.K NC. 21 97-0894 ACN 101 DATI 03.02-98
T~X RnURH W~81 I X I ~CCBPTEP ~8 FI~BD I) CH~HaeD
RISIRV TIO CC CIRNI I" TURI I TIRIST . SII RI IRSI
APPRAIUD VAL.UI CP RITURN IAUDCNI ORIGINAL RETURN
1. Raal Bltata 180hadula ~l
2. 8tookl and 80ndl 180hadula 81
I. clolaly HIld Btook/partnlrlhlp Intaralt (Bohadul1 Cl
4. Hortoagal/Hot.. Raoalvlbla 180hadula 01 '
I. Calh/8ank Dapodt./HlIO. P.roon.l proparty' lSohadul1 B)
6. JolntlyDwn.d Proparty (Boh.dula Fl'
7. Tranlfar, lBohadule 01.
8. Tot.l~...h
APPROVID DIDUCTICNS AND IXIHPTICNSI
9. Fune~al B~p'n,,"/~d~. Coah/Hllo. BMP.nl" (80hldule HI (9)
10. Debh/Hortg.g. ~lebll1U,"/Llenl laohadull I) 1l0) ,DO
11. Tohl,oaduoUon. Ill) .00
12, Net Valu, of TaM R.turn lla) 664,36
11, Ch.r1tabll/aov..rn~a"hl 81Qullhl Hon'eleohd 911S Trulh (Bohadul.. Jl llS) .00
14. Hat Value of hht. Bubjaot to Te. . . (14) _ 564.36
NOTlI Ifllln ......m.nt \1/" b.u.d prlv:l.ljlU.ly, 1:I.nl, 14, 11 and/or 16" 11 and 18 101:1.11
r.fl.ot figur.. th.t :l.nolUd' the tat.l of 6kk r.turn. .......d to d.t..
ASSISSHINT CP TAXI
11, A~ount of Llna 14 et Bpoulal rete (11)
16. A~ount of Lln. 14 teM.ble ..t ~ln..el/Cl'" A r.t. (161
17. ~~ount of Lln. 14 te..ble-.t Col1ateral/Clal' 8 rata (171
18. Prlnolpal TaM DU"
TAX CRIDITSI
PAVHBHT
DATB
. 4.
r I
1,1,:J.1,~ '-le.
COHHCNWIALTH 01" PINNSVLVANIA
DIPARTHINT 01" RIVINUI
(~
BURBAU OF IHDIVIDU~L TAMBB
IHIlEHIlAHCC 'A~ OlYII10H
OCPT, IID6DI
IlARRIUURO, PA 17111' D6Dl
HanCB OF INIIERITAHCE TAX
APPRAIBBHENT, ALLaM~NCE OR DIBALLoW~NCB
OF DBDUCTIONB AND ABBBBaHBNT OF TAM
CINDV NICKLE
179 BOWIE DR
GRANTVIUE
DATI
ISTATI CP
DATI 01" DIATH
PILI NUHDlR
COUNT V
AON
03.02-98
COPE
09.06.97
21 97 - 0894
CUMBER~AND
101
A~ount Ra~(Had
PA 17028
III
III
III
141
III '
16l'
171
.00
.00
'-.00
.00
.00
664.36
.00
lB)
.00
,DO M .00.
564. 36 M' 06.
,DO X .U.
Ilal
"
RICUFT
NUH8BR
DnCDUHT (+)
IHTBRBBT/PBN P~ID (0)
,AHOUHT P~ID
TOTAL TAX ORICIT
DAL.ANOI ,01" TAX DUI
INTIRleT AND PIN.
TOTAL DUI
'*
11,,,,""'1 Iff UH'1
DANIEL
F
HUTB! To lnlura proplr
oradit to your aooount,
tub~lt the uppar portlon
of thit for~ wlth ~our
h~ pay~ent.
564.36
.00
$3,86-
,00
33.e6
$3.86
,DO
.00
.00
M tF P~ID AFTER DATB XHDIC~TID, BBB RBVBRBB
FOR C~LCU~ATIoH DF ADDXTIDH~L IHTBRBaT.
( IF TOTA~ DUE IB LEBB THAH .1, Ho FAYMEHT 18 RBQUXRBD.
IF TOTAL Due tB ReFLBCTED AS A "CREDIT" (CRI, yoU HAY BE DUB
A REFUHD. SEe RBVERBE SIDE OF THIS FORH FOR IHSTRUCTIONS.)
1-" , " I
,", ,
"I ( ,
r,
r",J
I
("I"
;;:l~
" It) ,
:V\.:I~ P\ ,," ">!
{.[.: (3 (y
AUERYATlDNI Eltat.. of dlold,n" dvlng on CJr blfar. a.OIHIr U, \911 .. If tnv future Int.ru' In thl "tet. II trln,'.rr,d
In POI'I.,lon or ."Jov..nt to CI,.. I (oal11',r.l) bln.flo'.rl.. of thl dlDldlnt .'t,r thl IMplratlon'af tnv I.t.'t for
Uf. or far y..rt, thl C:oQonw"Uh h,r.bv IMpr...h r...rVI' thl rl"hl to .ppr.... II1d ...... tr.nlhr Inhlrlhnn TIM"
It thl Ilw'ul Chi' I (OQU,t,,.,U rite on tnv ,uoh future tnt.r..t,'
PURPose OF
NOTICE'
PAYNEN"
To 'uUlll thl r.qulrt..ntl of Itotlon 2140 of thl IM.rHlnol and Elt.'t TIM Aot, ADt 21 of 1'191, (1' PII.
"OIlOh '1401,
Dltaoh thl top portion of thlt HoUal and tub.1t with your Plv..nt to thl R"hter 0' N11l1 prlntld on thl r,v.r.. lid'.
'-Naka ohaok or aOhay, ardor payabla 101 REGISTER Of MI~L., AGENT
OIJECTlONI,
It refund of . t'UI aredlt, whloh Nil not "Iqullt,d on tht TIM A,turn, ..y bt r.qullted bV' aalPltUng an "Applloatlon
far Refund of P.nri.~ly."I..I"htrlt.no. end I!:It.tI ,TIM" (fUlY-ISlI), AppllGltlonl II'I IVIUabl, It thl OffiCi'
of thl AIghtlr of ..1111, Iny of thl U RIVlnUI Dhtrlot Offlo.., or bv oalllnl thl spioltt '~.hou,.
In....rln. .."vlat nUlb'''' far for.. orderlnSlI in Plnnilvl",nl. 1-100"16'.2010, outtldl P'Mlvlvlnlt Ind
wllhlh 10..1 ~mhb"rQ or.. 11111 7el-.094, 100. 11l7l 111-1111 (~aorlnD lapalrad OnlY),
Anv Plrtv In Int.rllt not "tltflad wUh thl IPprlh...nt, eUo...nol or dhaUawIN101 of d.duothm., or ........nt
of tlM (lnoludlng dhoo\lf1t or Intarllt) II Ihown on this HoUot .ult obJlOt withIn .hetv (60) din of rlollpt of
Ihla Holloa bY, '
.....r!thn prot"t to thl PA D'Plrt.,nt of MIVlnul, IGlrd of App..h, Dlpt. ta1021, Hlrrhburg, PA 17UI"lOU, OR
....l.otlon to hlY' thl .IUI" d.tlrllned It IUd" of thl IOClount a' thl plrtanll r.pr."ntIUY" OR
....pp..1 to the Orphln.- Court,
REFUHO \CR) I'
AONlN
IITRATlVa
CORRECTION' I
tHURUT,
FIClt".l ,rror. dltoovlr.d on thl. ........nt Ihould b. .ddr....d In ~rlUn. tell PA Dlplrt.,nt of A."enuI,
lurll\J of InlUvldull TIM", ATTN' POlt hll,,"nt Rtvll.. Unit, Dlpt, raUol, tt.rrhburg, PA 11121-0601
Phonl (717) 7'7-6501, ,.. P'" I 0' thl baakllt "lnltruoUon, 'Dr Inh,rlt.nol TIM Alturn for. A..ldlnt
U'oldlnt" UlV-UOU for In IMPlanlUan of adtlnhtr,Uv.lv oorrlot,bl. Irrarl,
If .n~ tlM dUI h p.ld within thr.e (I) olhnd.r lonth, 1ft". thl dlo,d.nt'. d..th, . flYI Plrotnt 'uso dltoount of
thl tlM p.ld I. ,11oWld,
Th. 'UIe tlM III'I"tv non"p.rtlalPIUon plntHv it oOlPutld'on thl totll of thl tlM and Intlr"t .......dl Ind nelt
paid b.for, Jlnuarv te, 1996, thl flr,t dlV' tftlrth. I"d af' thl hM .Inlltv p.rlod, Thh nan-p.rUoIPI Ian
plntltv It Ippnllbll In thl .... "Mlr end In tnl the .... U.. plrlad .. )'OU would IPPIII the tlM ind lnbrllt
thlt hi' bien .......d I' Indio.ted'on thl, notlol,
Int.r..t It Clhlra.d b.glnning with fi,..t dlY af dlllnquencv, or nln. ('1 .onth, Ind a"' en dlV' fral the dlt, of
dllth, to t"" dlt. 0' p.y,ent. TlMI. whloh blOl.1 dlUnqulnt b.forl Jlnulrv 1, 1'18 bur In'.rllt It thl r.t. 0'
11M (6)(' p.roent pI,. .nnul olioul,tld It I dlUy rl't of ,000164, All t,aMi' whloh blo... dtllnqu.n' on and Iltlr'
Jlnu.rv 1, ,19at will btlr In'.rut .t . rltl whiCh wUI "lrV' ,rol clhnd.r Vllr to clllndlr Yllr with thlt rlt.
IMOUReld by thl PA DIPlrt.,nt 0' "'''lnuI, The ipplIclbl. Intlrllt "t.. for 19er thrllugh 1998 artl
OUCOUNTI
PtNA~IY'
'tW Intl,...t kIte Dll1v Intlr..t Factor uar. tnt.rut Rltl D,ll" Intlr..t 'Ictor
I'U 10~ ,OOOU' 191' 9~ ,000/41
I91S Ia~ ,000411 191'-1991 IIX ,000101
19I~ m ,000101 1991 ,~ ,000141
1981 II~ ,0001&4 I99S-I99~ I~ ,000191
1'16 1O~ .000114 1994-1991 ,~ iOOOI~7
-"lnttirllt " ollouhtld al fallo..tl
INTEREST a BALANCE Of TAM UNPAID M NU"BER Of DAYS DE~INQUENT K OAILY INTEREST FACTOR
~-Anv Hotlc. '"uld .,tlr thl tlM bl00111 dlllnq"lnt will r.,llot In Intlr'lt calculltlon to fl,tlln (ll) diY'
blVl!)nd thl dati 0' tht ........nt. 11 Plv..nt I. .ed. 1ft.,. thl Int"..t COlputlUon dltl ,hown Oft thl
HoUcI, Iddltlonll lnterllt ltU,t b. o.leuIM.di
-9 .._.~
IS.(')'/~ ,.t,
01"'''''1'''' ~ REV.1500
r.OMMONW~8VLVANIA INHERITANCE TAX RETURN PII.IHIIMMA
IlEPARIMENI OF REVENUE
06PT 280601 RESIDENT DECEDENT
I V". bM41....'(tOl'.
DY1AJI~t.. F
llA1(! or OEATIt OM! OF IIRTlI
el,,,!. ~1~~IL.F.tal.~I~~OOI~'% I ~~Ltj "
. .
" i:."'U'II)rji(
1 r9
l8J' 1. Orlglnel Relum
o 4, Llmlled Eltele
o 6, Decedent Died Tellllle '''''',~, ~ W'I
o HI allon P,oc:eedl Received
o 2, Supp~menllll Retum
..,0 4e, Fulu,e Inlereat Compromlae 1'*""''''''''' 11,11,111
o 7, DlKOdenl Malnllllned a LI/lng Trult I"'" ~,~ 'Mil
010, SpouIII Poverty C'edll'j"'~"''''_II'''''1 "" 1'\'111
o 3, Remelnao, Ralum ,... ~ "'''' "'" ~ 11,11-1;-
o 6, Federal Ealllla TaK Relum Requl,ed
_ 6, TolIIl Numbe, 01 Sela Cepolll BoKes
IJ 11. election tOteK unda,Seo, 9113(A) 1""'6<"1
I
e LOti
I I ~ 1'3. ()'..1I 'c 0 '(L
(ri1,.",v''Tul....'" Pit.. 1/<''Z...!r'"
" .
1, Raal Ellllle (Schadule A) (I)
2, Slockl and BondI (Schedula BI 12)
3, Closely Held Corporallon,Partnarehlp orSole,P,opnelorehlp 131
4, Martgegea & Noles Rece~able ISchedule 0) (41
5, Cllh, Benk Oepollll & MiSCellaneoul Pereonal Proporty 151
~ (Schedule 81
~ 6, Jolnlly Owned Prope1Y (Schedule FI (5)
7, Inl",vlvoa Tranafare & Miscellaneous Non,Probale Property (7J
ISchedule (l 0' L) ,
6: Totel Cl'OIl Anate (1011I1 Llnell,71
i
9, Funeral e'penaea & Admlnlsuallva CoslII(Schedule HI (91
10, Oebla 01 Oeceaenl, Mortgage Llablllllea, & Llenl (6chedule I) (10)
11. Tolsl Dlductlon. (tollll Llnel9 & 10)
~
12, Nit Valul 0' Bltall ILlna 6 mlnul Line 11)
13, Cherttable and (lovemmenlAlSequollJISeo 9113 Trusts lor wh~h an alectlon to lA, hIS nol been
made (Schedule J)
14, Nit Velul Subject 10 TIK (Line 12 mln",s Line 131
15, Amount of line 1 lA'eble '
ellheapoutolla>t rale , , .' x ,0
See Inlltuctionl on reveree Ilde lor eppllCable pe,cenlADe
16,Amountofllnel4laKlble r /' Ll 3 ~
al6%,ele '.:J 4) /' Il7 X
17, Amount of line 141A,ablll '
al15% rate x
16, Tex Due
19,
ADORES
1'1
ADDRBSS
.
-,0
-,()
-, Q '~
---,0 -
-,0.....
,5~4,,3~
-,0 -
(8)
.5"''1,3~)
.
- , () -
-,0
(11)
(12)
(13)
(14)
(16)
(18)
(17)
(18)
:3 3.3 <0
,
2>3 . ~ <li
-.0,-
,5fo'i,3(P
-.0-
.5 ~ if, 3 ~
.',
-.0 -
,06
,16
,DATB
/ ) - /0 ,q 7
DATE
/vurUI/lJ6 Ht)f/1t,,;'"
(l~ .
I AIM'Pn
Till Plym.nta Ind Qredltll
1, Tax Due (pege 1 Line 18)
2, Credl18lPaymonls
A, Spousel Poverty Credll
B, Prior Peymenls
C, Discount
(1) 3.3 .. A..b
i. (" ....
..J
..y-
=n=
Tolel Credlls (A + B + C) (21
_..~~FL,
3, InleresVPenelly If applicabla
0, Interesl - O,J
E: Penally - c ,~
. ' TOlellnlerasVPonally (D + E) (3)
4, If line 211 greeW then line 1 + line 3, enler Ihe difference, Thlslllhe OVBRPA YMBNT,
ChtlOk box on Pegs 1 Line 18 to "quOit 0 rofund (4)- 0 J
8, If line 1 + line 3 Is greelerlhsn line 2, enler Ihe dlffsrence, Thl8181heTAX OUE. (6) __:~,A. F~
A, Enter the Interest on Ihe Isx due, (M) -~
B, Enter the lolel of Line 8. SA, Thl818 Ihe BALANOS DUB, (8BI _ 3~
_ake Check Pa able to: REGISTER OF W/~~S~ AGENT
~ III un IUI 111I _ I I LI I
PLB SS A S SR TH P LLO ING QUE8TIONS
BY PLAOING AN "X" IN THS APPROPRIATE BLOOK8
1, Old deoedent meke e tranefer and: Yes
e, reteln Ihe uee or Inoome of the property treneferred: "'''''''''''''' ,,,,,,,,,,,,,,,,,,,,, """",,,,.." """.. ~
b, retain the right to deelgnate who ehall use the property transferred or lis Income; "....,..",.."
O. re,.ln 8 rever810nary Int.rllti or'"''''''l'''''''''''''''''''''''''',''''!'''''''''''''''''''''''''''''''''''"~"~to,,,,,,,,,,,
d, receive the promise for 11ft of ellher payments, benems or oare? ,..""""",,,,,,,,,,,,,,,,,,,,,,,,,,..
2, If death ooourred on or before Deoember 12, 1982, did decedent wllhln two yeare
preceding death Iransfer property wllhout reoelvlng edequate oonslderetlon? If death occurred
efter December 12, 1982. did decedent transfer property within one year of death without
receiving edequate conelderallon? """""""..",,,,,,,,,,,,..,,,,,,,,,,,..,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,..,,,,,,,,'" 0
3, Old deoedent own an 'In trust for" or payable upon death bank account or eecurlly
4, ~\~I:e~e~:rn~~~~:~' i~di~id'~~'I' ';~il';~~'~'~i '~'~~~~~i:' ~~~~iiy: '~;' ~ih~;' ~~~~'p~~b~'i~' 'p';~;;~rty?:::: B
IP THE AN8WSR TO ANY OP THe ABOVS QUB8TIONS 18 YS8,
YOU MU8T 00 PLSTS 8CHSDULt! G AND PILE IT AS PART OF THE RETURN
2 P,S, 09118 (a (1,1) (I) provided for the reduction at tha tax rate Impoeed on the net velue of tranefere to or for theuae of the '
lurvlvlng epouse from 8% 10 3% .for datee of deeth on or eftar July 1, 1994 and bafore January 1, 1998,
72 P,S, 09118 (a) (1,1) (II) provided for the reduotlon olthe rate Imposed on Ihe nat value of transfere to or for the uae of the aurvlvlng
epouee from 3% to 0'(0 for dalee of death on or after January 1. 1998, The etatuta does not exemDt a tranafer to a eurvlvlng apOU80
from tex, end the .tatutory requlrementa for dlsolosure of a88els and filing a tax raturn are atlll appllcabla aven If tha suMvlng epouse
Is the only baneficlary, .
~
-D-
No
I
~
~
FOR OATIS OP DSATH ON OR AFTER JANUARV 1, 1998. Plaa" enswer the following queetlon by plaolng an 'x'ln tha
appropriate epaoa,
Did the dloldent ore.t. . truet ~Imller arranglment whloh II lolely for the lurvlvlng IPOUIO'I benent for hll or her Intlre
IIfltlm.? Vet 0 No ~. .
If you anewerad yee to the ebove queellon, the tex on the trust or elm liar arrangement Is postponed until Ihe death of the oecond
epouee, el which tlma It will be fully texable at the rate(s) applloabla to the remalndar benafiolary(les), Entar the value of the trust on
Schedule J, Part II, In order to ramove It from the celculatlon of the tex dua In thle eatata, You may wish 10 file Schedule 0 In,order to
meke the elaotlon available under Seotlon 9113, If the election Ie mada, Ihe trust or slmller arrangament la taxed In the eetetl! of the
tlret decedent epouse, tha portion of the truat or elmller errangement which benefits the eurvlvlng SPOU80 Is taxed at the zaro tax rete,
end tha remainder Is taxed at the rate(a) applicable to Ihe remainder beneficlery(les), If you cho08e to make the election, you must
etlech Schedula 0 10 e tlmely.flIed lax raturn, along wllh Schedule(s) K and/or M In order to show the apportlonmant of the truat or
olmllar errangament betwaen the surViving apouaeend the remainder beneficlary(les),