HomeMy WebLinkAbout97-00921
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REV-1600
INHERITANCE TAX RETURN
RES!DENT DECEDENT
I(
RlVleoo'X1t"'1 ~t..
COMMO~~8YLVANI^
O~P^R\MHN' OF REVENUE
OCPUIII601
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"3'8'fI/loall<f97
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" Original ~olum
o ~,Llmlted allata
o 6, Dacadont Died TOIIJI\o {...,h copy of\\lll
o 0, Litigation Procaads RacelvOd
o ,~, Supplomonlal Rotum
o ~a, Futura Inlaroll Compromlla II.. of<llllh Ii\Ir 11,11-111
o 7, Decadant Ma'~lalnsd 0 LMno Trull I""h,op, of TfU\11
010, S ulalPovorty Credit (I.. of <lI""lot<;oon 11,11.11"" 1,1,111
BD,
1, Real ellata (Schedule A)
2, Sloqke Md BondllScI1edu'e BI
3, C~a~ Hald COl)lQrotlon,Partnel8h'p 'or Sole.Propllelol8hlp
~. ManOliOes & NOIeI R,ecelvable (Schedule D)
0, C8Ih, Sank DOPOllIs & Mlscellanoouo POl'lonol Property
ISchedule a)
6, Jo'nt~ OWnad Property (Schedule P)
7, Inlor,Vlvos Translol'l & Mlscellanooul Non'Plobata Property
(Schedula G or LI .
S, Total Gro.. AmI. (total Llnasl,7)
O. pun.ral e,pen,181 & Adrnlnlslrellve CoslllSchedule HI 101
10, Dable of Dacado~t, Mortgega Llabllltlea, & Llenl (Scht\dule II (10)
11, TOlal Oaduotlons (total LlnasO & 10)
,.j ;'i;,!'.., [;'1'<.',,1;;
1'7 oC;,:2./
~ . Lt E
P D ,1361< t5
t:::rro /c( fA / '7 Od".r-
I. . I
16) ,af(), '1.;;1. 10
:'4, ,t,lI.. 1/ (; , .
, 7 a .;;.~:), 9
(11)
111
(2)
131
(~I
(0)
161
17)
I I .f-7D , C>D 0 .&3"0
Hi
,~J I~'~ 0 {( 9
12, N,st ValueofellalslLlne 8 m'nUI Line 111
13, Chonlable and Govarnmental BequoltslSacOl13 Trulla fOlwhlch an election 10,ta, has nol been
mede (6chedule J)
1~. Net Valua 8ubjtOl to Tb (Llno 12 mlnue L'ne 13)
10, Amounl olllna 1~ ta,abla '
etlhOlpOuealla' rala , ,
. See Instructlonson,laVOIl8 Ilde lor applICable percanla~go
16, Amount of IIno 1~ taxable rL ,( 1. / "-. 1 I
' 016%lala " ' I r U , , 7 '" .- X
17.AmounI01Ilnol~Ia'abla "
a115% rBle "
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(13)
114)
115)
,06 1161
,15 117)
(16)
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DATE / ;;
. C( ( rr-
Deoedent'll Complete AddroUI
811\U iT ADOIU,GS 'J.' C. 6 ~ ' , 1'~ " ',';
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-
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CIlY
Tn Payment. and Credits:
1, T~xOu8(P~ge1 L1nelSI
2, Credl18fPaym~nls
A, Spquaal Poverty Cradll
8, Prior Paymenls
0, Dlscounl
(1) _
--
.' ;
-~
TOlol Crodll8 (A + B + C I (2)
, ' 3, Inlor08UP~nally If applicable
P,lnlarall
E, Penally
Tolallntoro8UPMolly (0 + E) (3)
4, If line 218 grealer,lhan IIno 1 + line 3, onler the dlffarenca. Thla I~ Ihe OVllRPA YMI!NT,
Oheok bOK on Pegel Line Ie to requeet e relllnd (4l
6, If line 1 + IIno 31e grealer Ihen line 2, onler,lhe difference, Thlela the TAX DUI!, (6)
A, Enler Ihe Inleresl on Ihe lex due, (eA)
a, Enler Ihe lolel of Llno 6 + 6A, Thla la Ihe BAL.ANOll DUe, (68)
1 i ~llITl Make Q!)lior Purable to,' RllihSTER OF ;-Lt~fflt~~1 ",~IIDI1mllln;
Pl.,!ilASB ANsweR THe FOl.,l.,OWING QUesTIONs
BY r>L.AOINQ AN "X"IN THB APPROPRIATll Bl.,OCKS
1, Old deoedent make a transler and: Yee No
a, retain the uee or Inoomeol the property Iranslerred; ",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ~ f
~ .::::; ~h~'::~~:~:=:'::~~~~.~.'.~..'.~.~.~:~~'~.~~~~'.~~~~:""..'.'::.~.................I:I ...
d. reoelve the promlee lor life 01 either paymente, penams or care? "",,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,, 0
2, II death oocurrad on or pelore December 12, 1982, did decedenl wllhln two yeare
preoedlng death Iranaler property without racalvlng adequata conelderatlon? If dealh ocourred
ollar Dacember 12, 1982, did deoedent Iraneler property wl,lhln one year of daath wllhout
reoelvln'f~doquote conelderatlon? "" ," ,,,,,,,,,, '" '''''''' '''' ,,,.,, """'". ,,,.,, ".", ,,,,,,,,, '" "",,,,,,,.,,. "'"'' D. !8r
3, Old deoodent own an 'In trust 101" or payable upon death bank eccount or eecurlly
4. ~tl:l~e~e~:rn~~~~:~'i~di~id~'~i';~'il~~';;;~'~; '~'~~~~~t:' ~~~~iiy: '~;'~ii;~~' ~~~:~~~b~';~"~:;~~~~Y?:::: 8 ~.
IF THI! ANSWeR TO ANY OF THE ABOVE QUESTIONS IS yes,
YOU MU$TOOMPl.,IlTIlSCHI!DUl.,EG ANPFll.,E IT AS PART OF THE RETURN
72 1',8, 99116 (a) (1.1) (I) provided lor the reduotlon of the tax rete Impoeed on the net velue of Irens/ere to or for tllo use .of the
eUrvlvlng epoUee Irom 6% to 3% lor datee of deeth on or aller July 1, 1994 and before January 1, 1996,
72 P,S, D9116 (0) (1,1) (II) provided lorthe reduction 01 the ratelmpoaedonthe net value of tranefere to or for the.uee of the ourvlvlng
spouea Irom 3% to 0% lor datee 01 death on or efte(Januery 1,1996, The st8tute doee not exempt a tran~rer to a surviving epOUee
from tax, end the statutory requirements lor dlecloeure of eesets end filing e tax return ere otlll applloable even If thB,survlvlng spouee
Is the only beneficiary,
U'
FOR PATE a OF DBATH ON OR AFTER JANUARY 1, 1998. Pleaee anewer the following queatlon by plsolng an "x' In the
appropriate space.
Old the dea\ldent areate a true, t. ~lIar arrangem, ent whlah II lolely lor the IUNlvlng IpoUla'l benent for hll or her. enllre
IIfellme? Yel 0 No I?:ST. . . ,
If you anewered yes 10 the above queetlon, the tax on the truet or elmllar arrangement Ie pootponed untlllhe death of the aeoond
epouee, al whloh time It will be lully taxable at therate(e) applicable to the remainder banefiolary(les), Enter the value 01 the truet on
Schedula J, Part II, In ord.ar to remova II from the aalcul8110n 0/ the tax due In this ostate. You mey wish to file SchedUle 0 In order to
make the election ovallable,undar Section 9113, lithe oleotlon Is made, the truet or similar arrangement Is texed In the estate,of the
nret deoedent epouee, the,portlon.olthe trust or elmllar arrangemantwhloh benefits the surviving epouee Ie taxed at thenro toxrate,
and the remainder Ie taxed atth.o rate(s) applloable to Ihe remainder benefiolary(les), If you chooee to make Ihe aleotlon, you muet
attach Schedule 0 toe IImaly.OIed tax return, along wl(h Schedule(s) K .and/or M In order to ehow the apportionment of the truet or
elmllar arrangement between the surviving epouse and the remainder benefiolary(les),
,
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d.o9ruou Nanl:, th1rty~l.'o\1l: IIndfo\lrMtqnUhll (34,4) pot'ohen to 0 pain\: n t
tho Hno of lllpd l1owor fo't'mol:ly. of I), II, Sh,'1nk!'thance by I;ho nnOlO,
NO,rth 4J <113<]roao Wall\: \:hil:tY-OIHl (31') porohoe 1;0 tho plaoo of UlWUHllIW.
CONTMNINQ 12not'o() anrl 52 pet'ohOll,
, 'PIUICT, NO.2. DllOlNNINO Ilt.lll1-U.QU.J2lUll. nt' I;ho nouthoaat 001'11011
fJ ~I/'~O/)\IJ ~" of 'Pr.l\ot Nd, I hardll, formorly lllnds of 0001'0", I,Umuo( /lml ~!lInl1fI1ClI;Ul'ln',
'111 ,Compnny 1 tht!llooby tho .tl1tt,!;:ll; and tho woat:llrtl' aidQ Of'IlIHd prl.vatn'rolld
, . North 3.0q<:>9ro.'UNoal:, two hundrQdlJ.ovol1\;h-nino (279) foet to 111mJnt
6 JH)(l L ""0 lit Uno of. l/1ndll now.or Int.", 0.1.' I\aymond C, Ilt70hm Ilnd Dorthll ':1, Ur!lIJll\,
t'i 1..,,4~ ",,1'1 hill Wifllltt1GnO(l b~' bho lilt l:ot' IIl1stwl'\rd,ly ana hUndt'eel sovonLy (17())
,. fOllt ,to ~n {rol' p~e.!l.al:ll.no of.lllndfl now or 10.1:0 of Ch11l7.tOll Wllulln I
th~nca by tho lllt~9r Routh '9 d~"raao Dnot tWo hUhd~oe! uovun\;y (270)'
fOe~.to 4 plpQ,1I1; litHl of hlld of WUllam HIII.'Hn, \;henoe by thu laHIJr
South 61 dogt'Qoll 45 mlnutes 11est ana hunc.lt'ed llnVlln\;y-sOvel1 (17'1) f:O<.lt
to. thll place of BeOINNING.
TOGlJTIlEn with 11I\. ellSllrnMtin tho IHI\;U1'U of a rillht-of-I</ny ovor,
upon IIt1d alo"'J tho slIid, private rond, 16 foot in Idc\Lh, .tnul.udorl in, piln
IdthJ:I\ tho c10SCll:iptio" of 'l'ract No.2, and oxtonil.!n\1 north\~nl.'dly
\;hrqugh propllrt~' ofl\aymond C, IJr,llhm.l\nd 11017\;111.\ E, Ot'ohm, hill 1~(f'1,
~o tho pUblla r.olld. lonc.lin\1 fr.om ~l1o~1I to tho Sl;nLo IloMl, in oomnlon
withlJn.idDt'ohms, thair hoit'1J an4 /\sol\1l1o, nubjoct to tho pnymol1l; of
tho l)rOllorl;.lolll1 tllpnt'\: of, tho OOn\; .ofmdl1t:ollllI1CO of 9nJcJ pl.'ivlll:e
rand i till oat forth .tht:ha daGl(! ~,br)vo tocl boll,
, tv 61.'\}IJ L
N.' 'Tl'I~ (::
5 ~Cf'OOI';
'8 ~.\'~Sw
(\ ",,1:' t~"J
tJ ~1, ~()(,.v)
." -I ,\
:. mQre ...
1,,'o(.sv~6 MOE i'l!)
'.
RlY,1501lX + 14,"~1
J
',$CHIlDUU B
. STOCKS AND BONDS
- ,. , -~=~-''''''~=''-~=~'=~"'-PILlNUWiill-=='-~-'' ;==
fq'77~ OOt(,J.,f
.
St-e.ip~,~i'l ~'(~~;'5kd'r
(All p'op,,'~' olntlv-owned with Right of SU,Y~_!!,hlp ,mU!t b~ dlicio~-ed' on Schldule' f, I' ---,-------
IT .. , ----'-------'--~---~--- -------
Nu~~h DeSCRIPTION . 'VAWE AT DATE
OF DeATH
. / SO :5kti ("US A ia r~.s -~~ -:'D~;';tY~ .~-E ~~-;~~S-~1~'~:-,' !$' ~ 0:3 tf , b (I
J... 1..(00 :)h.a.I......~ ;(,'on ,~/ vev' I{B,I)(I
6. i3b ;3SMf't)$ /l,"-ftE'( tn0 /'.1, IS7Jid
"Ii, /10 S'M,r.es' t\lCL(-lJ..n;t(.t~ 1'(/(, 4:'.;{,.So
~. I.), to ~'ha. rQ$ ~e(.tl(., Tee. /)I!Y' Corp Is'<.f 3. s,-o
J:,\)!Sha,I1'-SS'/ver SI-I1.k nU-;'U''13 C-Ot'.f ~1,~1
?() 5'hAr(i~ rflr-e..€' - r-I\/~ S<iJslIn.s ~1()c.., G, 30. ()(.J
"?Ow 5(lC{,u:fJ-.:, 'TIsco Co yp " q '7 ,s.~,s;o
1.
er"
'7,
s'
q, Plrt:.ase:, tJO/-e., : As f\'?r fettel'" ot 4ff"':/.;?<{., Iq~!
~rolt\ rYlONy' +hcu~ tl. (u,lnd::~..... DP.~ {-he S'(-oct5
#u. rJ,..Q.r:..J..-.d.1..,.d: 0(,()n~~ f.,()f V'cz..,etf-C.e ,- ,
/,Qor+h Ie $'<. Ol" VCUU.e~ 0..'5 of cJ-tt1-~ of-.
~t{ll..kwas UIlC.lva.\lttble, , --r1\Jt;.~ S(-oCt.5
, o...re 1<n.oWI1 a.<:- I, ~n (I~ sl-o ct'J.;.,:'G.f\ct IU-e."
h1)J- t-rtt.d.1 J.. 0 n an_A/j w~ ((. k.no<Df\ .
e: '1<-chtt r,\(6 e. . ~ V<2 v- C(! 1.0 e {"'.t? d~. (-e> I m (/1eAi ,
-l.~ be o~ 5()r1{J1 val w. 0$ fA? 1'~'C't.L,
. tl t\...,/'\O f'(JJ'~d... ,COp~, Of U<..Q.' SO I1U...
Afr'il ~I.J, /qqtr /e1f~r.
. TOTAL (AI.. In'.. on line 2, Re'~llulatlonl _L~ B;{ Cl..:J q
(II marl IpaCI II n..c!oc!, Ime,' oc!dlllana'lh;;;; a'-,ame ;I;;'~I-"--'-
.
Ik_\"1.:4fX'lt'II_~.-
_ SOHEDULE E
COMMONweALTH OF peNN8YWAN'A CASH, BANK DEPOSITS, & MISC,
INHeRI1A~Ce TAX ReTURN PERSONAL PROPERTY
I. AT8 OP t:: . '.' J IJ '7. ( PILI NU BaR ';"")
. .)\-<lPtJl.n '1\. U~.{.0e'r J!3Q'?-OO.7cX-(,
Include lI1e proceedl of III~atlOn and the datelhe p~edl wa,a ,ece~ed by 111. ollala: All proptJly jolnllyoOwned wtthlhe right of IUl'llvo"hlp mUlt be dllololed on 80heduIt F,
ITBM VALUE AT DATE
NUMBER DESCRIPTION OF DSATH
I.WfP,.+erhDll&.,e, Se.,(Ltr( h e'5 '1-r10 r)t,OIUJt <R.Si1v I~(
f1t..J- r k t', f--P-u.n d.:; 0
f, ('Sf' Ntl,h 0"\([1 6tt.rV~ 0 P Ml.lfr'15V11 ~I ('g r- h ('ka fe, op I J.., ()1{.8 ,4> 0
rJ.p, P()$t'1-- ., ot;,-10,w 'T .
3. dClrri.5 S'ttVI/1~ .6tLllJ:.. c~xh hecHe. '()f CLcPDf;1/-
o q -53. a&O.;t.1 (
Ai, t+c.t.t-n:~ 'SfJ.V,I1c;1rJ(tu ce..I.~(fiGCdc ofM-fDS(r
oq~::,"T.(; - .xf/78f.( I -
~. H-a~'r/.5 ~VI/I~ (3C(/1-LG.t+ihCCll-e- of de-post'(-
Oq.00003D70
~. ~a,l~r(s .Q{ V"1~S &111. sa Vtng's IJ..CCoUltl-
Oq.~c~ooq/~~ .
-1. V<X-rtoU-s {1r-eCf-rm,'!.> per Cl.-f+tldu.J tlppattsal
DP Joh n 's Sf 0 (hhCj Gooc! 5
8, ClsSDff1~ Atnd..fjLf15 Q)(cl -('0 J. m, 5'hUhel.f,
~) ~.(Yt-ct:h
';;I.
'~S'I sN,,;{.o
"7,'If? 1ft:> .
$)NS, S:7
~, S~SI'l3
$' ((P 00 , ~o
..)S'Q .00
q: 0#>1:1 on f't-lUlJ..,
I o. h..ou.se~ Me c.t ~t!)c.(s... - JJ,jk1.J.'( C'1r1.4-l''- bJu.Y\.A..
red(.<.~e. Ln {;<(,l..r'lJa.r~,Cl
If. <!tt.r- U1.::>t..tro.nureroJe
/;.., &(e A+(tLnheu r{l funJ.
(0. h 0 /"ILL K) ~ner :::, ~n,$ t(, rctn 0.. reM-cZ"
)700,00
B-
qq, Be .
10,'10
8'&.06
TOTAL (Also enler on IIn. 6, R80~plluletlon)
(If mOle Ipace Is heeded, Inso~ eddltlonal sheell of Iho aemo IIZo)
. bJ-. ffOf3, 17
CUSTOMER NAMI!
SARA'T M"fjMMA-EX._........,
"ERIon ENIJINCI
""(f:lhlliijiIH '"
MONTHLY ACTIVITY. INFORMATION TO IIALANn: YOlll{ A(TOllN'!'
f"L'-'
lw"ns
"dl !IHI''''S I'lJllCIlASlm
, "" ',SISSIII'Il
111\'II,I'NIWITIiIUlST CIIAllOHI.
~Ii 'III'\' MAI\KI1T IIUNIlSl'lII\CiIASP.1l
W'II' "H,NES MAI\KlLT Ilnrosl'I's
1'11'1.\1 IlIclllTH
~ IIIKI
JIl,I.III.~1I
1\""
IUKl
_~~~.~,~!cl,&t
1.1l,II(,7,7S
(,lmnl'l'S
SI'(:IIIIITII'S HI'III (\" ,....' "',
CI (nf:KS IIHI'USII'I\II ' "
IlIVlIlI'NIIIINTI',III!S I IN!'! IMI' (I; i/ ,\' ' 'I,
MUNLY MAI{KI!T 11INIlS Sill II ' " "I ,
WNII ,HINHY'~I"'(/"!T WI'I'IIIII("W,\I"')I"/. \. '
'I'OTAL CI\~IlITH \1; "," !
"_.~_.-........__.._~----
\lI'I':I>nNll lI~L^I\lClt 111,00 +NI':T M!\'IVI1'Y U~,1I1 ~ CLOHINll M('~N('I': llllOl\lmAm: 1I(!I!III'NT S!IIf')
.._~~___.v__._________._n_'",,"~ ~~~ ._._,..__~" .__.__.m__.~_'''____'_~'__;__
MONTHLY ACTIVITY liY An()VI~ CATElHmV
M'rT
- ,.,,-,_...~- _...._______............ -'-"'l""""
I \':11 Widl"l SOI.Il
1:"'\11 flUI':; SOLD
, t\;;l1 O:III;! ,SOLll
(';\1;11 nur~ SOLIl
L\ Ii II O,ti{l,! sow
CAI;\I (l i(t1~! SOLIl
(-.\!Hl , I;Vil~ SOI.tl
t 'ASH illlOS sow
("\~lll lI!dl~ mil)
(i\OII 11,1111 SOUl
1,,," 11.1:11) SOLD
MA'M'lp.INC
NATUllAUn IN!: NnlV
II WTS NAT\IIiArln INl;
W<T I'll 121~ IN(,
I!XI' 11/31/1'1'1H
III WAC 'I'L1CIINDI,Ony (J,iVlll,OI'MI',N'I'
COI\I' ,
'IHRIlI! l'IVI! SYS'i'BMS INt:
TClSc;O CORI' NIlW ..
AIlAMS IlBSOUIlCI!S '" nNlmnY INC
Nnw
SUUTlllHNAI. C\OLllI"OIII'
U S (IOI.D COItI' Nnw
001.1) KINO (;ONSC)L\I.lA'i'BD INC
BQlJtNOX Sl1l.AIlINc Nnw
1.00 FOil '1'1 III 1.01'
TOTAL
QrIi\N'/'I'n'
/'I/(I1/'!
(,lId)
( II,)
(2)
l',_-j! ",
'l1(,H"~\
,III/Ill
{U~Il/1I
( 12(,) IJ.lr/~n
PO} 2IJ./llI
(JIK,) MI,SIl2~
(ISII) II,lr,l~
( 'IIKI> IU71111
(,\0) n.\IlJH
( 1,2(0) 1I,IHilO
( 11.1) 1I.i11110
id
"
i' d
~-----g- .--"~_.,.- ..-....~--..,~-...'--,.-
"
,..,,1
Vi Lk'" J\l
, (, 1))"Q) U I
."':> '-bi_A.'-
'jot
I'
. )"/
" '/1'
\1
j\ ~,
''',) , '
14'l'iI :l;,ii/ PH
.
UY.lIl1,H 1""1, ~ 8CH_DULI H
~i~ PUNBItAL BXPBNSBS,
_~..""" """"'" . ~DMI~. ISTRA.. T tV.B. COSTS AND
'N'~~~llti~lvtcx! ilmRN ."" .. MIS~E~~ANBOUS BXPBNSII
:5~ep~" n .. ~ ~X!:~ tf>i~~c_~_"___~ ~,
N~~~.R I DescRIPTION
A.
Bi
2,
PI.a.. Print or T .
/C1Q1 - 009;.. (
AMOUNT
_.-";'-~--"""~-~--~-""""""'-"--
1, '
I'untrctlllepen"'1
fJvu55e( nt.Cl n .rU.rl(~ f-(). ( ~~o/'toU!-:r f1 C '
1.
Admlnl.trcttlv. CO.t'l
P.rlonClI R.proltnlatlve Commllllonl ..i.L/. .;}/:..,/ "1
SoclClI Security Number of PerIanal RoprolenlCltlvol ,';It 7 ' TOO -q~...:...L
VOClr COl)1mllllbnl paid ,_/!l9E'J .,
Attorney Feel Do fl(.l. (t.(, {3, ()wc?n e5f$'
3, ~omllY Exemption
CICllmont __-"-~_.. RelClllonlhlp
Addrell of CICllmClnl ot docedent', doath
Street Addr'lI ___"
City ~______ Stale Zip Code
Pr~bat. Feel CU../rU?(" I' (a, n cl CDc"crLlt.J ~~'O (s Ch lIF w, i is
4,
C.
1.
2,
3,
4,
Ii,
6,
7,
8.
I
Mlle.llcm,oul Ilep.nl.1t
(ea.! .~.$~ke.- ,$(.I+le ment (IJ({).n:'Y~.5 "
. WaleI' rso().% S"t>c('(XI hi~s T()c - Stt-ieoP Slnck.,
T~ 'fa.tn"of-. Ne(,(,ls -a.ctuer'f15trlg .
CA.uiU::;le/" (0 ne( L(I.LU JClUrf)ct! ~ cull! e 1'1-1':) (r; 11
o..o.clc'(-,o,1.((( (iwli''l cuh' Ftci/-e:;
TOTAL IAIIO ente, on IIn. 9, Recapltulattonl
(II more .pae. I. n..d.d, In..rt additional .h..t. of tame .lx'.1
'ff/3(. Cio
~oC.M"'iV
tf.8' 8 CJ '; ,,()
.:lB c.(. 00
',,~, ,~c.15, &_(
a <t~, -30
{p;;?so
U(),Otl
/.~ &,.~-O
$5if3i?Cf. ~."
,..,._"....
, . .
,t) ) ClJMlml.~L^NULAW ,IOUI~N"J.
'. (\ C\~ '.2 1.!lUl~In'Y A VI~Ntm .
~ \'\- \\ ;/ CARI.ISt.E, PA 171113
,.-
",
/
JAtiUL\lt'GUY.'t.JL ,
".,--
CIlll.lbel'l\lml LIIW Journll! is !1uhlishQdeYl,iiY FridllY hy I Ill.' CII11111l'r1l1l1d Coullly IJIII
".RO(.IIIII(l1\ pndl$.dosll!nlltcd bylhll Court ofCulnmon Plcils tlM Iho oflkllllll'gill pllhlknlloll I'I\\'
('\II)llmrIRltd County nnd thQ lQl\ullhlwMpupcr fl1r pllhllolllloll of'lct\1I11l01Il\\lR,
- " I ~
TO:
pohnld 13. Owe", HSQUIlUl
..... ._.......-....-.-..........,.....;--........."'.....~"...,.._..._., ~>""~_._. ~~__ _~.,'_.~".. ~,_~.. ".......0_... _, ___., __.
, Slophen R. Zelglcr, EST A Tn
liE:
._'." _, .",._~.. ..__.'......__.n.~_... .'~~_.." 'm'__ 'r",' _,_~"_u._ ___ -- '-',-"
LIlBllllldverllsell1on\s mllsl ho received by Fl'iduy Noon, All Icgll!IIdycrlislllB mllMl h(1 paid
illlldvllnec, Mako nil chocks pny"blllIO: Cumborlnnd LnwJl1urnlll.
, .\,,~.""1:t!UII;T.~~~-.r:::::UI't1~au':ll Ul"".~~l!:21;';,:f'-lt.-O:'I:n"ltt;-!;1r:l~...-j~1~1.":'n1::~~r:!;;-1~.~';:ri'P:;Z,;;-:;",1P.;-"" .'--~r." !:~:~,,~!rt-,,-::,..!'-~.~ ".,~Htt:;:"te'_"',"_-'''O;
.^dvcrtllleJ1IUnl.IJ1SCl't~d on following dllll,1~:
I1BCBM13rilt 19,26,1997 JANlIARY 2,191)8
j, 'i. . .
""IVCl'tlslnB Cost $ 60,00
d
proof of Publlcatloll $ 0.00
Second Prool' Reqllc~l $ 000
PaYlnent l'l,1colwd $ 0,00
.......-...............
Total Amountl)uo $ 600()
l:''tM~_~::::-"Ir.n:J;!_'t'
I'ltymorlt.rocelved -----"'-
by_
'It
- .. ~"'I_~_"--"_"'_;'>."""""'i;.~',"'_ -'.......'....,..;~...""'_"-ff"'.".,.. ,_ ~..;.. ~. _ ,,'~'..__ ;..,,,....,; '" ..._~_ ~._
" I, '
(~i,~:'(( ...! ~~A,Y'~~7g73i- ~J.9~:-73~. 3ar
, /- J . fOb 1 1997
. ,,../</1.1'><;'7 ..1 "" ..ece~..8r '" I."
i-i' - '-' / / - ~,/.9<,;'o ~1t.-~,4 ,,"-';' /~c '\'_
rhl, Inform.tlo" I.raqulred by "the Public Utility Com~llIlon. "lIulc"
Hl.lrvlc.lnclud.. the line charge,loo., calling and "O~JCH TONI;: service
(Ifapplloabl.). "Non-ee.lc"servlce Include. optlon.1 nt'vlces, other
Ihon TOUCH TONE, luch .. I.Q. Services, Mllntllnance agrClemllnt for
Insldll wire and Guardian IInd dlles not Include toll .ervlcGs., '
BASIC
TOI.L
Pas t Due Cut'rent Totals
Be I anclls Chlrglls
$25.37 ' $12.13 /t37.50
$2.00 $.66* $2.66
$.00 $.00* $.()(l
NON-BASIC
'TOTALS,
. l""'-'---:~"-'
(. $40.16
fho fdllowlng pages proVide additional billing detail..' "'"
., lIncludes Sell Atlantic and other urvlce provlderCs) chal'gCls,)
$27,37
$12.79
.
"AlH, I
CHLlli.M aNn SfHVICE$, Rill
_~""_........_~.,......-,.-o...._,"
$lff'IINi h'llilCR
~:-'l~, 1H1lH I Mlll
!!1f'1 A, u. 1102'-0000
Aooo"nt H"r/j~r. 200-111-0412
Coll'llor N..."'or. 111'329-9000
nlll Ooto, 1100 Y, 1991
Invo'oo W",I,qr! 20011701,12-911/09
ACCOIIRI SUMMARY
"AYMENt9,~ W~E lOLl. ~ IniAl
HI \;1(')09 ADJU9TMONY8 9ymM ROAMINO AMOURt PAYHI'Nt
HAI/\lief RECEIVED CHAROE,S CIIAROfS 11I1U 11llE IIY
V,'/,;'O '0.00 $11,:\5 T,O,OU HO,65 O~i; ?/111Q~'
N.illen, WE IIAVE 1101 ReCI:IVED YWR LAst "AYMI!NT
to ,\\'11'0 HRVIl:H IIITORRUPTIOH, yooR ACTION, IS REoUIRIO, 0./1' r~o"l'd. In<lll:n'o YOllr ."',,"nl ,.
".." """ lor tho ',1/09/97 .tnto"o"l, W. hovo "ol,od .1\ ".ymo"t. ,'oootvod <I' 0' 12/llI/V!,
1I1'IIMll 1ll M^kF. SURe TIIAt'YllU Me 8AlISF1F.0 ~ITII TtXIR SERVICE". If ,h~r" I.. 0 .orllloo '''"10
1h"'.f()IlC'~1 tandd,.... I.n ordor ,tnrllcofvo tho I,aymet\t rNl1, plnnRD cnll ~u~ Cu'_tumer !lnrvlf:C
0"1'" 0' (0001661-0611 for ^UI.une.. If Yllu hnv~n't alraady ug.t,un vuur paymont, tho
.n'il'''amol,~lt,C/lj.~hOV''lIIJtt bo ,molv'd by 121N/97 t. .VOld .orvl.. IUI""nalon nndon
.nlvnlfr~ fta,io r..t,or, IIrvl.... "
P." YllUr qonVf;nlon.. UI n...pt VISA, MMtERCARD, AMnRIC^~ n~PRGBa nnd 1lIsCOVtR,
$1.0); ?
) ,IfP 01(,
(.~:t\
Aocount IIl.mor. ,200,11".0/.12
Collullll' 'Hurbor, 717'329-900R
Pill DotOI Do. 9, 1997
""":;:;; 12124191 ..'
. ,.
$70,{,~
I
Cn.
nil i tn,
Chock. Pnynblo To'
~ff"''',N -It Hit nR
nl', UH',M tAIIG
GHOtA, PA 17025'0000
Collulor On'
P ,0, n.. 13?97
Dopt. "9
15 .,w-I .- "
IUREAU OF INDIVIDUAL TAMES
IHlll!RI1AHCE lAM PIVISIOH
IJf.Pl. n0601
IIARRI&nURO, PA 1712ft'0601
OOHHONWIA~TH O~ PINNIV~YANrA
DIPARTHINT OP RIYINUI ..
NOTICE Of INHERITANCE TAM
AffRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIDNI AND ASSESSHENT Of TAM
DONALD BOWEN ESQ
PO BOX B
ENOLA PA 17025
DATI
IITATI OP
. DATI OP DIATH
PI~I NUHIIR
OOUNTV
AON
08.03-1998
ZEIGLER
11-03-1997
21 97-0921
CUMBERLAIlD
101
AMolll11 RoUt.d
I
(I
*
IIYd'UlImm.m
STEPHEN. R
HAKI OHIOK PAVAB~I AND RIHIT PAVHINT TOI
REGISTER OF WILLS
CUMBERLAND CQ COURT HOUSE
CARLISLE, PA 17013
OUT ALONO THII ~INI .. RITAIN ~OWIR PORTION POR YOUR RIOORDI ... '
Tlw:lt1"'f.I'l{'.A~'JI'.rllv:nn::illYfal".d'/l.'mA''hYfAlJ'd'I.YA'j(.A'jSiI~Afiilllil'"..ALl."d'QAWi.b1l'.................
DXIA~~OWANOI OP DIDUOTIONI ANb AIIIIIHI~T OP TAX
IITATI OP ZEIGLER STEPHEN R PI~I NO. 21 97-0921 AON 101 DATI 08-03.1998
APPROYID DIDUOTlONI AND IXIHPTJONII .
, 9. fun.r.l EMp.n.../AdM, Co.h/Hho. E~p.n... ISoh.dul. HI (9) 34,829,16
10. D.bh/HortD'D' LI..bUI.U../L1.n.(Soh.dul. 11(10) 732.29
11, Tot.l D.duoUon'lll)
12. N.t V'l\ll of T.~ R.turn '1121
la. Ch.rltabl./Ooy.rn..nt.l E.qu..t., Non..l.ot.d 911a Tru.t. (Soh.dul. J) 11al
lA. N.t V.lu. of ht.t. Subj~ol to T.~ (lAI 208,362,71
NOTII If In ......m.nt w., i..u.d pr.viau.IY; li~~" 14, 18 .nd/Dr 16, 17 .nd 18 will
r.fl.ot figur.. th.t inolud. the tot.l of ~ r.~urn' .......d to d.tl.
AIIIIIHINT OF TAXI
u. Atllounl of Lin. lA .t Spou.11 r.t. I1S) ,00 M .00. .00
16. AMount of Lin. lA t.N.bl..1 Lln..l/Cl... A r.h (16) 208,362.71 M.06. 12.321,16
17. AMount of' Lin. lA t.N.bl. .1 Coll.hr.l/Cl... S r.t. 1171 ' 00 M . lB. , 00
18, Prinolp.l T.~ Du. ' (18)' 12,321.76
TAX ORIDITII
PAYHENT
DATI
14H RETURN WAS, I X) ACCEPTED AS fiLED
RkSIRYATION,OONOIRNING FUTURI XNTIRIIT . 181 RIYIRII'
APFRAIIID VALUI OP RITURN BASID ONI ORIGINAL RETURN
1, R..l EII.t. ISoh.dul. A)
a, Stooke end lond. ISoh.dul. II
a, ClOI.ly H.ld Stook/P.rtn.rlhlp Int.r..1 ISoh.dul. C)
A, HartO'D../Not.. R.o.1Y.bl. 18oh.dul. D)
s. C..h/.ank O.po.itI/Hl.o. P.r.on.l Prop.rty ISoh.dul. E)
6, Jointly OWn.d Prop.rty ISoh.dul. fl
7, Tr.n.f.r. ISoh.dul. 01
8, "Tot.l A...ts
I ) CHANGED
11l
IS)
III
IA)
18)
(6)
(7)
1&0.000.00
28 .320 . 19
.00
.00
62.605.97
.00'
.00
18)
RECUPT
NUHIER
DI8COUNT" I +)
INTEREST/PEN PAID 1-)
AHOUNT PAID
TOTA~ TAX ORIDIT
BALANOI OP TAX DUI
INTIRIIT AND PIN.
TOTA~ DUI
. If PAID AfTER DATE INDICATED, 8EE REVER8E
fOR CALCULATION Of ADDITIONAL INTEREST,
HOTEl To'ln.ur. prop.r
. or.dit to your 1lO00unt I
.~.lt the upp.r portion
of Ihl. for. with .your
I.~ p.y...nt'.
240,924,16
~A.R;Ii' 4R
~08 ,362.71
,00
12,321. 76
,00
,00
.00
IF TOTAL DUE 18 LES8 THAN .1, NO PAVHENT IS REqUIRED.
If TOTAL DUE 18 REfLECTED A8 A "CREOXT" ICR), YOU HAV .E DUE
A REfUND, SEE REVER8E 810E Of THI8 fORH fOR IN8TRUCTI0H8.1
RtlllRYATlOIU
PIlAfI(lIllIll"
HOTlCI,
PAY~I
RtlfuNO (CAI',
OIJllCTllIHIl
AlIHlH
lITAmve
C_CTllIHIl
1I11COUHTI
, PllHA~TVI
'IHTKIlIl8TI
~~ ')l.~ :tfP
en :1/ ,?
n ' ',)
=l)"-'
en "
d'1
.~
C~
,Jl
f-,) Tjj
; iJi ;2.,
, <:'-0
.-
.,1.1"of do,odInl' dvlnt on Or b.for. O.olObor II, 1"1 .- If onv f.lur. Inl.r,"1 In IhO ..111001. 1r.n,'.rr,d
in po.....Soo 0,., InjiJ)t.-nt to el... . (ClQUatlrll, b~'f101.rl.. af thl d'o.~nt .UI,.. thl ,)Cpl,..t'Uon of In~ ..t.te for
tHI or for v..r., thl c-.IitnW,llth htirlbv 'KPr,nlY ,..I.,r".. tlw ....t\tto .."..,1.. end-...... tranlfer Ihhtrlbtnol tlNII
at thl lewful 011" . (0011.t,rl.' ,.It. on .nV luoh futur. lnter,.t,
To fulfUl thl r1qujr..,nh of sloUon Uqo af thl tnm.rJtlf101 and htltl 'IK Aot! Allt n of 1995. (72 P.s,
_\Ion 9I.01. 0 ,
001../1 lho lOll ""rlloh 01 Ihll Holloo ond oub.1t with your pov..nl 10 tho Ro,lol.r 01 HIlIt prlnl.d on lho ,"Vir" .Ido.
..H.... oh.ok or ..n.y ordor ply.hlo 101 RBGISTBROP HILLS, AUBNT, '
A r.fund of I taM crldit, whioh".' not rlCf\.llltld on thl '"M Return, .IV ,"'t.qultted tJ~_ooIP1.Ung IIn ttAppllqlUon
far Refund of p,"".~lYanl. 1nh.rU.no. and Blt.t. T'M~ UUly..nUl. AflPllolUon, a,..aVfrllhbl. at the Offial
br the R..hhr of M11h, Inyof thl IS Rlv,nul bhtrlbt Offloll, or by oalltna the .p.olal a4"ho~I"
en'Nlrlng' itrvlol ntMbtU" for for., ord.rlngl -In P.nnsylvanla 1.~qO.S6a"20BO, out,ld.- R.nn'Ylvlnl. and
wlthl" 1...ll\trrllbur~ or.1 17171 717"00" TOO. (717) 771"n&2 lIloorln, lllfltlrod Only).
Anvp.rty In int.r..t not .,ti.fl.d with the .pprll....nt' .110wlno. or dl'llloN,no. of d.dUotlon" or ........nt.
of tlM (Inoludlna dl.oount or Int.r..t)" .hown on thl. Hotl91 .u.t objlot within .IKt~ (60) dlY' of r,otlpt of
Ihlo !lollo. b~1
......ritt.n prot..t to thl PA D.~.rt'lnt of R.,y.nuI, ~().rd of Apptlll., U,ptl e81021, H.rrhbllr~; JlA 171U"lUl;
"11.oUon to hIVI' thtt ...\tlr d.tlr.lned lit audit of thl acoount of the p.r.on.t rlpr...ntetlll., OR
-.~p,'l to the orphan.' Court,
OR
"'ot\*l Irror. _~~.oov.rtd On thh eU....lnt Ihol:i1d b. addr....d in wrl"lna tOI PA b.pa,.t.."t of R.Ylnu"
autlauaf .IncUvldU.l TIMI'; AttNi po.t A.......nt R.v..wUnst, Pept. 2BdfiOI, H.rrl.burg, PA 1712B-0601
Ptlone (711) 1I7"6BOlh ,... PI,I B of the book lit "In.truoUon' for InheritancI raM Return far I M..ldlnt
DeO~'"t" (RBy-.aOl) for an 'Kplanltlon of .d.1n1,trltlvllv,aorrlotab11 .rror..
If tn~t.M dUt 1. p.ld within three (5) Qatllid.r lanth. Iftlr- th. d'G.tIt"t'. d..,h, a flv. p.ro.nt (a:<) d1.oount of
\hO t.. p~ld,lo .1I...d.
ThI.la)( t'K Hnt.ty. non..!:tlrtlolplt1~ pln.1tv .11 oO..ut.d 'on thl t~~al of thfl t.M end Inter..t ,"......d,.IM not
p.ldbtforl JtnU.r~ 1&; 1996, the fll'lt day If hI' thl .nd of thi. "i( IM1l1ty plrJoch Thit nOf1"plrUoipaUon
p~n.1t~ it ~,"~I"h In the .~.. .emlr Ind .1n the thl .... U.e .!:tlr lCJd fit vou "auld app.el thl tlM end Intar..t
that hll bit" .......d II thdla.tld on thh noUa., '
lnt"..t 10 ohorg~d hUlnnl~O .Ith flrot day of dollMulnOy, .or nln. (9) ..nlhl ond on. 1I1.dlY Iroo thl dllo .f
eMith, to th.dlt., of PIV"nt, TlleU whle;h bleu. dlllnquent b.far. JlnUlrY 1, 1962b..r Int.r..t It thl r.t. of
11M (6Xl ~Iro.nt plr annul allculated,.t . dlUY rlt. of .00016tti All tltK.' Whloh bla.I' deUnqu.tlt on Ind Iftlr
Janulrvl, 19" "111 bl.r Inttr.lt.t. rat..whlohwll1vlry fro. o.llnd.r V'lr t~ oil.ndar V'lr with tha' rlt.
announold bY the flA DIfl_l'tllnt of R'Vlnu., Thl'lpp1!Olblil tnt.r..' nt.. fot 1982 thrO\IOh 1'198 ar.t '
'tw llitl"". A.t. Dall~lntu..t Flctor
\:w
'1ntlr..t Ratt Dally Intitr.U Flator
10'7
10'1'1001
1091
1091-199.
100&"1901
,X
11)(
oX
7X
oX
IIOOGa4'1
,000501
.0001.7
.000191
.0001.7
1911 lOX ,000841
I9IJ IIX ,000451
106. Ilk .lOnOI
191& m .0003&1
1061 10~ ,000114
....Int.r..t h olloulattd .. follow.1
IHTBRBlT ,. .ALANOB OP TAXoUHPAID X NU"stROP DAYS DBLINQUBNT X DAILY INTBRB8T PACTOR
....AnY'KoUo.,H.ued after tht h~ '~'COI" dlllnquitnt wJ11 ttflt"t In tntttllt oll~ul.tJon to flft..n (U). dlY.
blYDfld tht d~t. Of tht ........n\' U fJl~.'"t h ..d. .tttr tht lntorllt oo.piJtat1on dati .hown on thl
HO\loO; oddlllon.1 Inllr..1 ..01 bo ..loul.lld.