HomeMy WebLinkAbout97-00902
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OIiPART"'&NT OF REVeNUE
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REV-1500'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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111
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I I,IAT,
OCIAL CURl YN P
o I I
f8l1, Or1glnel Relum
o 4, Llmlle~ EI~le'
.
o 6, oece~ent Ole~ TeslelOlAnOlh..., ~ \';I!
o I, LlIIgeUOn Pro<lle<ll Rec;elved
BOT ON
o 2, Supplomental ROlum 0 3, Romllndor Relum If.. ~ ""11"'" ~ 11,1).1'1
o 4a, Fulure Inlololl Complomlla Id.. ~""" of\fIlI,II'Il! 0 6, Fedorol Eltalo TOI Rolum Roqulred
o 7, Oecodenl Mllntalnod e Llvillg Trulll""h...,oIT",o _ 0, Total Number of Sole OellOIIISolOl
o 10, Spoulel Poverty Credlllf.. 01 do"" i><_n 1l,1!,II'nll,I,II! 0 \ 1, Election 10 lei under Sec, 11 13(A) I"'" 1M!
o RR DB OB A 000 T L TA I PORMATIO 8 0 I
(>>~Pl t~LI 0 8
(i'f'rill !3e>)( 7:3 8
1.-f/,vDI.5rJC.I(I'&, (1)1 1'7(1W -17oS"
,
IE
Sc..Hf..'unl
c' U '-'-':"
" Reel EelaTo (~eduleA) (1)
2, 610cke en~ Bondl18chedule B) (2)
3, Closely Held COrpOreUon,Por1nerehlp or Sole.Propnelorehlp 131
4, Mo/1lolOl & Nolel Recelveble (Schedule 0) (4)
".6, ClSh, Benk Oapol~ & Mlscellanoouo Pereonel Property (6)
I (Schedule E)
S, JolnUy O,vnod Proporty ISchedule FI (6)
7, InleroVlvOI Tronofere & Mloc;ellanooul Non'Plobele Proporty 171
lScl1adulo G or L)
6, Total Grell Allllo (IO~1 Llnel \,7)
~ "9, Funorol Expensel & Admlnlllrellve COlli ISchedulo HI 19)
10, Debll of Oocodenl, M0/1gege Lleblllllel, & LlenslSchodulo I) 110)
II. Tolel Deductlonsllolal Llnol9 & 10)
I
I I 0 'q-, ro 'f '3 . to '1
,
S- 0 , b '3 ,... :)-S'
(S) , I :{5', ~'7 q.'2 f-
,/5"0.00
.3 ,~:;'rl.3 If
(11)
3,'70'7.313
, I 5 I ,5""'7 I , 8" b
.00
,/5/,5'7/.8'b
~
II, NIt Valua of Ellale (Llno 0 mlnul Line 1 \)
13, Cho/1~blo and Govommontal BoquellllSec 91131.rullllor which an oloctlon 10 101 hel nOI beon
mado ISchedulo J)
14, NIl Value Subject \~ Tex (Lln612 mlnul Line 131
16, Amount of line '4 tmblo
al 1h00poueellollale " ,
Soelnllruo1lonl on revo~o sldo for applicable por~nlOge
16, Amounl of IIno 1410xable I c- I r r;'. I 8' 1-
116% 1110 I ~.J , :;> . co x
II. Amount of IIno 14 talable
el16'Mole
112)
1131
x ,0
(141
(16)
,00
,16
110)
(171
(16)
1IO~J.j..'3/
, .
~,OCf 1.3/
x
16, Tex Due
11,
pttf*elo\hel
1'"
DATe 1/"'/7-1f,/
DATe
11/17/91
,
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Iste Address!
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Tax Payments and Oredlts!
" TlllC Pue (Page Hlno 16)
2, Crodllo/Peymonl1
^, Spoul8l Povo~y Crodlt
B, Prior Peymonto
C,Pllcounl SP70 ~S4, ~(L-
3, InlerolVPonally If appllcoblo
P,lnloroll
e, Ponelty
(1)
q oqJ/-.;'L
.
Total Crodlla (A t B t C) (2)
Lf-6"4-, ~I /
(3) -~O ~
(4) -0,-
5, (5) 8. &.?J '1, Cr; 0
(eA) _0'-
P AS AN8WI!R THe POL WI, Q Q B8TI0 S
ElY PLAOING AN "X" INTHB APPROPRIATB BLOOKS
1, Old dooeden\ meke 0 tran8fer and: Ye8 No
a, retain the UBe or Income of the propet1ytrenaferred: ,..,,,,,,,,,,,,,,,,,,.,,,,,,,,,,.,,,,,,,....,,,"",,.,,"'" ~ I
b, retain therlgh\to de81gnote who 8hell uae the property tranaferredpr 1I,lnoome: ",,,,,,,,,,,,,,
0, releln 0 reversionary Interoatl or"""",,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,.,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,
d, reoelve the proml8a for life of ellher payment8, benent8 or nare? """,,,,,,,,,,,,,,,.,,,,,,,,,,",,"'"
2, If de8th ooourred on or bafore.Decel)1ber 12,1962, did dooeden\ within two yaers
preoedlng death tren8fer prope~y wllhout reoelvlng adequete oonalderatlon? If death ooourred
after December 12, 1962. did decedenl tran8fer property within one year of death without,
reoelvlng,41dequate oonalderaUon7 ''''''H"",,,,,,,,,,,,,,,,,,,,,,,,,",,''''''''''''''''''I''''''''''H'',;,,,,,,,,,,,,"",.. 0 ~
3, Old deoeden\ own en "In truol for" or payable upon death bonk accounl or 8ecurlty
4. ~i~l~e~,~~n~~~~:'~"I~d;~;d~ji;~\ii~;n~~;'~~'~~~~I'.'~~~~i~:'~;'~th~~'~~~~'p~~b~;~'~;~~~;;~?:::: ~. ~
12 p,S, 99116 (e) (1,1) (I) provided fo, tho reduction of the tex rate Impo8ed on the net value oflranilfera to or for theue8 oflhe
8uNlvlng 8pouee frort1 6'10 to 3'10 for de\et of dealh on or efterJuly 1, 1994 and before Jenuary 1,1995.
72 P,S, 99116 (a) (1.1) (II) provided for Ihe reduollo~ oflhe rela Imp08ed on Ihe net value of tran8fare 10 or for the u'e of the 8urvlvlng
apcule from 3'10 to 0'10 for dates of deolh on or a~er Jenuary 1. 1995, The statula doe8 not exemot a transfer to a 8uNlvlng spOU8e
from tex. and the etalulory req~lrements for ~1801oeure of oseet8 and filing e tax relurn are atlll applicable even If Ihe aurvlvlng 8pou8e
18 the only beneflolery,
FOR DATes OF DBA TH ON OR APTeR JANUARV 1, 1 ee5. Ple'8e answer the following question by placing on 'x' In Ihe
appropriate epaoe. '
Old the (looedent orea\e a truet or Ilmllsr arrangement whloh II eolelyfor the lurvlvlng IPOUU'I benent for his or her entire
IIfetlmo? ' Vel 0 No ~ .'
If you an8wered yes to the above queetlon, the tex on thelru8t or 81mller errangement la poetponed un\lIlhe death of the 8econd
epouel, at which time It will be fully taxable a\ \he rate(a) applicable to the remainder beneficfaty(les), Enter Ihe value of Ihe trU8t on
SChedule J, Part It, In order to remove II froln the oeloulatlon ,of the tax due In thle eotate, You mey Wl8h 10 file Schedule 0 In order to
mekethe election available under Section 9113. IIlhe elec\len 18 mede, the true\ or el",lIar arrangement 18 texed In Ihe ella\e oOha
first deoedanl8pouoe, the portion oOhe tru8t or 81mller arrangement which benefits the surviving epoueele taxed at the r,ero lax rate,
and the remainder Ie taKed al the rate(8) applicable 10 the remainder beneficlary(lea), II you Ch0080 to make Ihe eleotlon, you muat
aUeoh Sohedule 0 to a IImely.fiIed lax relurn, along with Sohedule(8) K and/or M In order to ehow the apportlonmenl of Ihe Iru8t or
81mller errangement between the 'UNlvlng 8POUSe and the remainder beneficlery(les),
/5 ,) I 3.. /
BUR~AU OF INUIVIOUAL TAM~B
IHIlrRIUHtC 'A~ DIVISlQH
Dtfll, U060'
IlARRIIIURQ, PA I1Il1'OUl
COMMONWEALTH OF PENNSYLVANIA
DIPARTMINT CF RIVINUI
NDTlC~ OF IHII~RlTANC~ TAK
APPRAIBEHEHT, ALLOWAHCE OR DlaALLOWANC~
OF DEUUCTlDHB AHD ABBElBH~HT OF TAll
C/
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06'02-96
SHAPXRO
09'15.97
21 97-0902
CUMBl!RLAND
101
L ~A~ounl RI~ltt.d J
MAKI CHECK PAYABLI ,AND REMIT PAYH~NT TOI
REOXSTER OP WXLLS
CUMBERLANO CO COURT HOUSE
CARlXSLE, PA 17013
OUT ALONO THIs ,"INll .... RllTAIN "OWIR PORTlCN FOR YCUR IUCCRDs 4Ii
fl'W: liW.i'ltA~1f.Cfi9.:m..ill)YfenS"'i~HiRffAiJ'ci.YA'X.AP'~A{ll'lfiNr..AtrcWAiJ'ci.blf............... -.
DuALLOWANCll OF DIDUCTloNs ANDA88ISSHI~T OF TAX
ISTATI OP SHAPXRO MARY E FILl NO. 21 97-0902 ACN 101 DATI 06-02-98
TAM RBTURH WAB I (X I ACCEPTED AI PILED I CHAHGED
RISIRVATIO CO CIRN 0 PUT INTIRIST. Sll Rll IRSI
AflPRAlslD VALUI OF RETURN .A8IID ONI!, ORXGXNAl RETURN
1, Rill E,tltl Clohldull Al
~. Itookl Ind 80ndl Ilohldull II
I.clo..l~ IIlld Itook/Plrtnlrlhlp tntlrul IlohldullC)
~, Hortlllll/Hotll RIO,IVlbll IBohldull DI
I, Cllh/llnk DIPOlltl/H1IO, Plrlonll Proplrty Ilohldull El
6, Jolntl~ ownld Proplrty llohldull Fl
7, Tranlflrl CSohadul, 01
I. Tot.l Auatl
CAROL l! SCHRUH
RR 1 BOX 738
LANDXSBURG
DATI
laTATE OF'
DATI OF DIATH
FI,"I NUMDlR
COUNTY
ACN
MARV
E
PA 17040
III
lal
III
I~l
III
16'
171
.00
.00
.00
.00
104.643.69
,00
&0.'63&.55
III
HOTE I To lnlu.. prop..
oradlt to your looount,
lub~lt Ihl uPPlr portion
of Ihll for~ Wlthllour
IaN plY~lnl,
158,279.24
ApPROVID DIDUCTIONSAND IXIMPTIONSI
9, Funarll ENpana"fAd~. COIII/Hho, bpanl.. Clohedule III 191
10, Debll/Horlllalle LllblllUel/Llenl' llahedule 1) 1101 3,887,38
n, Totl1 Deduollonl Ill) 3, 7Q, ,llA
la, 'Hit VIlua of TIN Rllurn IUI 151,571.86
11, Cherlhbla/Dov..n~entll leou..1I1 Non.lhohd 9ns Trulh Ilohedull Jl IUI ,00
l~, Nit Vl1uI of hlllllubjlot 10 TIN 1l~1 1S1',571.86
NOTII X1'.n .......m.nt wa, :L1i'U.d prlViou,lY, Unl. 14, 1S end/or 16, 17 anll 18 w:Lll
rlfllot f:Lgure. thet :Lnolude thl total of ~.r.~urn. 1111...d to dltt.
A8el88MINT OF fAX,
1&. A~ou~1 of Llnl l~ It Ipoulel ret. (11)
16. A"ount of Line l~ IINlbll It LlneellCh.. A rat. lit)
17, A"ount of Linl l~ tlNlbh ,tcoUahr,lfC11.. I rite 1171
11, ~r lnolpl1 TlNDUI
TAX CRIDnel
PAYHENT
DATE
lBO,OO
,00
151,671 ,86
,00
M ,00.
M ,06.
II .lB.
1111
,00
9,094,n
,00
9 ,094,31
RECUPT
HUHIER
o
DncoUHT Ct)
INTERElt/PEN PAID I-I
4,
TCTAL TAX CRIDn
BA~ANCI OF TAX DUI
INTERIlST AND PIN.
TOTAL DUI
9,094,32
,01eR
,00
.01CR
. IF' ~"ID AFTER DATE IHDICATED, IU REVERIE
FOR CALCULATIOH OF ADDITIOHAL IHTEREIT.
IF TOTAL DUE II LESS TIIAH U, NO PAVHENT 11 REQUIRED.
lP TOTAL DUE II REFLECTED AS A "CR~DlT" ICRl, YDU HAV BE DUE
A REFUND, lEE REVERSE SlD~ OF TillS FORH FOR IHSTRUCTIONS ,I