HomeMy WebLinkAbout97-00972
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OtCEOf1NT'S N~ME (L"!lT, IIm!.T. "NO MIODll~ INITIAll
Dl~~_--~ ._____!'-nr!"-------- ___f.
',oC:IM '1(;CURITY NUMHEH lAB Of ()[ "10}0"1I OJ {l11I\ It
?01_1l7_c)?8S 10/~"i1997 1?/?/I/191l'\
counly ClllI\borl/1I\c.l
,I: ^;.~~(:~~~':~~~IV:';POU-.lE :'_~'~: ILA<".F~n~ '''0 M':'~~'m[l^, 'l~~~^:~URl;~~M~r;;- JAM~~"t n~:.(~.EO ll.~~:;;.rr';~:~;~~
1. Oll\l,n<llll<o1l111' OZ. SlIpplomOlll<llllolllrn ~ Hom.lndor Hul",n
4. LimllOd E"I.I. 0 41. Fu''''o IIIloro"l Cor"p,on,,'" (lor ,Iole" 01 d'i,'h plior 10 1;!- \3 821
__ _ (I'" dale' 01 doa'h <llIor \2 ,,! 821 [J 5. Foderal E,IIIIO Ta' Howrn Hequlloel
[}J 6. Doc.denl Dlod Te,lo'e [..1 7. Decedool MOInlOlned a Living Till'" () B. Tolal Number 01 Solo Pep""" Ho,",
_,_,J~~h copy o~L-.____~50Pt_9.!.I!..':!.~~_-,~...__.._._----_'~-'---_'_'_~~..~_._-,-~..--
C P ALL CORRESPONDEN~~ CONFIDENTIAL.TA! INFt?RM.'TION SHOULD _~.P..I!:l!~~_._--'-----------~-
o 0 NAME -r:OMPl-ETE MA1UHG ADORl:SS
~ ~ ~~!lCc~.~llghoA. F:fi~L.~__---___-__-_ IRWIN, McKNIGHT & HUGHI.:S
~ ~ [('LECHONENUMS'" 60 Wost Pomfro\". Stroot
T 717-2/19-23S3 Carllslo PA l70n
1. Real Estate (Schedule ft.) 1 Nono
2. SloellS anel Rand, (Schedule Bl (2) Nano
3. Closely Held Stock/Partnorshlp In.ore" (Schedule CI (3) -----. Nan~
4. Mortga\les and Nole" Recei,able (Schedule D I (4) ~
5. Cash. Rank Depo,,"S & Miscollaneou, Personal Ploperly (~ich EI (5) ----Tv, '1.98
6. Jointly Owned Property (Schedule FI (6) __~i:S35.'TI)
7. Tran,lelS (Schedule GI (Schodule LI (7) ----.-~
8. Total Gross As~els (total Uno~ ,.:n
g. Funeral EKpensos, Administrative Co5\S, Miscellaneous
Expenses (Schedule H)
10. Debts. Mortgago Liabilities, LIens (Schodule l)
11. Total Deducliom: (tolal Lines 9 & 10)
12. Net ValiJ8 01 Estate (Une 8 minu':i Une 11)
13. Charitable and Governmental Bequests (Schedule Jl
14, N.!!.~~~~ (Line 12 minus ling 13)
15. Spousal Trans/efs (lor dalos 01 death aller 6..30-94)
See InstructIons fO! Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M)
16, Amount 01 Line 14 l<ll<ilble at 6% rate
(Include values from Schedule K or Schedule M-)
17, Amount of Line 14 taxable at 1Sni, !(lle
(Include values from Schedule K or Schedule M)
18, Principal tax due (,'\dd tax hom LIne 15. 16 and 17.)
19. Credlts/Sp Poverty Prior Payments Discount Interest
0.00. 0.00 . 12.96 Cl.OO
20. II Line 19" gre.,er Ih.n Line 18. enlor 'he dill.len~ne 20 This IS Ihe OVERPAYMENT.--
[[J 0 [ChOck here If you Ire requeetlng I retund of your overplyme~
21, If LIne 181~.greater than Une 19. tinter the difforence on Line 21. This is the TAX DUE,
A. Enter tho interest on the balance dllO on line 21A
B. EnlOllhe lotal 01 Line 21 and 21A on Line 218 TillS is Il1e BALANCE DUE.
Mike Check PlYlble to: Regls'er 01 Wills. Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH · ·
u"Ci,; p,"""I" of poriWY. I docl"o 'h,11 havo ."minod 'h" re.."".ICO"idI09 ""omp,mylog "hodolo' ,nd ",,,monl,. "d '0 ,h. "",. 01 my 'nowlod"o and bo"'!. II " ''''0.
,"tr.ct ,od complo'O I d"cI"o 'hat ,II ,,,' ,..I'" h" ,,,on ,"por.od" tr"" m"",,1 ,,'," D"I",troo ot p,op"o, o.l1or Ih" "'" p,,'OMI ,"pro,"o.atl" " omd no ,lIloloro""00 el
which prepaffH has llny kflOwllldge
~
~
CAB
~n
C R C
K 0 K
P S
~I
I ~ ,:) I' ( . 1'-1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNIYCO(lL
'fTAR
tJUMBfH
roll DAII": (Jr Pl:AIH AI fUl W:l\I(l\ cHfCl", HFRr
IF ^~;I'()lJ'"i\1_ [-..---\ .
l'{IVIU1J YJ.mt;h1HJ~\ m~lMll)..- .... ~_.-----"-----.-
FILE NUMBER
? 1 - '1/
q1;L
~PPtl.~ tlJ\\!lQ~~liJji"\\~ ANIA
H^kRIHH5~t, pr\,' \Zlt- 0"0\
()rcr,(JUH'~~ cOMI'!.f If: ^(IPIII" 'j<j
9 Kuvltl Rond
Mochal\!f'llhuq'" PA
t"/O!")!')
~
C
A
P
I
T
U
L
A
T
o
N
(B)
8,883.08
(9)
/1,%3.50
None
....,.---
(10)
(11)
(12)
(\3)-
(14)-
h,563.50
11,319.58
None
/1,319.S8
(15)
O.OOx
0.00
(16).__
4,3~X .06'_
?:.:~
(17)
O.oox 15'
~._QI?-
T
~
(IB).
259.17
C
o
M
~
~
!
N
(19) 12.96
(20) (). no
-.--.----'-
(21) 2M). 2.2
( 21A)----O:OO
(21B)=__..1!'~ 2f
----
. RETURN Nancy .I. Ml1lor
_ 9 Kovln Road
y----.-------.- -
L-- Mochanl csbllC!1 , PA 17055 --
ENTAlIVE IRWIN McKNIGHT & HUGHES
60 WORt Pomfrot Stroot
Carl l';i~, ~l()i:\
OAT[
.--........
REV" 1S09 EX + (12.88)
PILI! NUMIlEfI
'-\ -97-
COM~~nm%wj!ll!W~'N,^
EST-.TE OF
Anna F. Diener _ 5511 21\3.0 -, ~ ~l?B~L__LOI?~lLl)<J/-w
Jolntton.nt(o):
_ _ .,__.n__ W. ~__~_.m__~_~
------ ---
flEL-.TIONSHIP TO OIlCEOENT
d/l~lgti\-or
A.
"-.ME .--_._.._~--~-------.-..--
Nancy .1. MITGr.------.----
-.DDRUS
l) K"'v I Illl;;;;r..----..--c------
M""ilIl1l1ollb\lrg, PA 170,5
B.
C.
___~.....'<._rl_.'e'~-~'-'-"--., ._~."__._~___~_ _~~_.~_,~___m---
-
OOLL-.R V-.LUE OF
OECEOENTINTEREST
Jolntly-own'_ pfoPorWI
DECD'S
'10 INT.
TOT -.L V -.LOE
OF ASSET
lO,018.22
-~.......-~."~-,..
DESCfllPTION OF PROPERTY
-
LITTeR
FOR
JOINT
TeNANT
- -A-----'
O-.n
1.1-.0.
JOINT
Tli7FfiFi
PNCII';I\\l.,N, ,,:,;;(~rtfHo;, te
"I :1"1,,"I1\. 111.\0010\01179
50 .007,
5,009.06
ITEM
NUMBER
1
2 A 02./1 '19', pNC Hllllk, N fA. I ""r\.1 f IOllt8 1,OlO.41 50 . 007. 505.2l
01 ll"I\lllll\. (i? \ 00 \ 028970
3 A 02.,11995 ' I'NC Hllnk, N .A. , cort I f [oate 4,041.65 50,00% 2,020.83
of dllpotllL (P.l00 10291.62
--
7,535.10
---
__n_n~'o_n_~'''"''~'~.<ri-+''----..
TOTAL IAlso en\er on line 6. Recapitulation)
Of molO ,pMel, n.eded. Insen additional ,heel' 01 ,.me ,Ize.)
CUP'illijll! ,....\t~ !i1'ililloll11,un llf\ly (lfJ'jylill1f1l'L 1M
form 1500 schedulfl F (Rev_ 12 -88\
LAST WILL AND TESTAMENT
I, ANNA l~ OWNER, of MechllnicsbUfg, CUl1lberlllml County, Penn~yIVllnia, do hereby
make, publish and declllre this to be my la~t will lInd testllment, hereby revoking all wills
heretofore made by me.
L I direct my personal representative to pay all of my debts, funeral and administrative
expenses as soon as convenient after my decease.
2. I authorize and empower my personal representatives to sell any realty and/or
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give good and sufticient deeds and/or bills of sale therefor, in fee
simple, as I could do if living. My representative is authorized and empowered to engage in any
business in which I may be engaged at my death, for such period of time after my death as seems
expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to
my children, shllre and share alike; if any of my children predecease me, then their share shall be
divided equally among my remaining children.
4. If at the time of my death my son, James T. Brunner, does /lol predecease me, then
his share shall be held in tmst by his daughter, Joan Trostle. The trustee is hereby authorized to
retain, unconverted, any property, real or personal, that may be transferred to James T. Brunner,
and shall be under no duty to convert the same into legal investments. The trustee shall have the
power and authority to hold, manage, invest and reinvest, and to pay over the net income of the
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
//)-,211-/'-1
IU"EAU Of INOIVIOUAL TAMES
IMHEAIlAMCt: lAM OtYl'iloH
DEP'. '10'01
UARtlIIIUMO. pA PUI-OUl
H<lTlCE Of INIIf-RlTANCE TAM
APPRAISEHENT, ALLOWANCE 0" OISALLOWANCE
Of OEDUCTIONS ANO AS~ESSHENT Of TAM
0~-09-98
DIENER
10-24-97
21 97-0972
CUMBERLAND
101
E~~~U:\ R,o;~=L~~]
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv: is'4j-iiCAFp. r oii=97"i -Noi'"iciuojit "itlHiiiif iiii'ci - ;'-AX-APPRAi SEHiilr;-m:"OWANCi- oR' -- -oo - - --. - - -. -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANNA F FILE NO. 21 97-0972 ACN 101
OAT!
ESTATI! OF
DA T! of DEATH
FILE NUMBER
COUNTY
ACN
APPROVED DEDUCTIONS AND EXEMPTIONS I
t 4,563,50
9. Funorol Expon.OI/Aoo. Co, ./Hllo. Expon.oo (Sonodulo HI (91
10. Oobto/HarlgOgo L1obllIUOI/Llon. (Scnodulo II nOI .00
11. Totol OoduoUono 1111
ll. Not Voluo of Tox Roturn 1121
15. cnorHoblo/oovorn...nlol BoquOlhJ Mon-oloohd 9115 Tr...h (Sonodulo JI (151
14. Not Vol... of eototo Subjoot to Tox (141
NOTEI If.n ......m.nt w.. i..u.d pr.viou.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 will
refl.ct figure. th.tinc1Ud. the tot.l of Abh r.turn. .......d to d.t..
ASSESSMENT OF TAX:
lS. Allount of line 14 .t spau..l r.t. 11&1
16. Aoount of L1no 14 toxoblo .t L1nool/Cle.. A roto 1161
17. Aoount of Llno 14 toxoblo ot Collotorol/Clo" B roto (171
lB. Prlnolpol Tox ouo
TAX CREDITS I
PAYHEHT
OAlE
12-10-97
REBECCA R HUGHES
IRWIN ETAL
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF DIENER
, AM RETURN WAS I (X I ACCEPTEO AS fILEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rool E.toto IScn.d"lo Al
2. Stook' ond Bond. (Schedulo II
S. tlo.ol~ Hold stock/Portnor.nlp Intoro.t (5chodulo tl
4. Hortgogo./Hoto. Rooolvoblo ISnnodulo OJ
S. C.lh/Bank Dapolltl/Hllc. peraonel Property {Schedule EJ
6. Jolntl~ Ownod Proporty (Sonodulo f)
7. Tranlfarl (Schedula OJ
I. Totol AUoto
RECeIPT
HUlIIER
AA242534
DISCOUIIT (+)
INTEREST/PEN PAlO (,1
iZ.96
I I CIIANOEO
III
121
(Sl
(4)
151
16J
171
. Oil.-
. Oil
. Q.\l.-
.Ou.
1.347.98
7.535.l..Il.-
.00
(II
'*
uv.IUI n '" In.'''
ANNA
F
. IF PAlO AFTER OATE INDICATEO, SEE REVER$E
FOR 'CALCULATION Of AOOITIONAL INTEREST.
If TOTAL OUE IS LESS THAN '1, NO PAYHENT IS REqUIREO.
If TOTAL OUE IS RefLECT EO AS A "CREOn" CUI, YOU HAY liE OUE
A REf UNO. SEE REVE"SE SlOE Of THIS fORH fOR INSTRUCTIONS.1
.00 M .00.
t" 319 .5S M' 06.
.00 M .15.
OIl
AI10UHT PAlO
246.22
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE
03-09-98
NOTE I To inlure proper
credit to your aocount,
lub.it the upper purtlon
of tnl. foro wltn ~our
t.)( paYilI.nt.
8,8S3.08
4.1i~~ liD
4,319.5S
.00
4,319.58
,00
259.17
.00
259,17
--
259.18
.01CR
.00
.01CR
.RESERVATlON.
PURPOSE OF
NOTICE I
PAVHENTl
REfUND (eA) I
OIJECTlDHSl
ADltIN
lSTAATlVE
CORRECTIONSI
DncowtT I
PENALTVt
l"lE~ST I
, Jr.,
I:.'
E!ttat.. of dlcadent' dylnl on or blfor. Dlo.'" lZ, 19'2 -- if any future lntlr..t In.Uil nhtl I, tran".rnd
1n pc:ll....lon or enJov..nt to el,.. . (colllteral) b'M1fl~l.rhl' of the dlcldlnt Ift.r thl Ixplration M any ..tit. for
llf. or for YIArl, thl.Co."on",..lth hlr.by IlCpr...ly r...r\l" the rlllht to appr.l.. and ...... trentf.r InMrltanc. TalC..
at the lawful Cl.IM . (oatlet,r,ll rata on any luch future Int.rl.t.
Ta fulfill thl requlr...nt. of Stctlon 2140 of the Inherltanct and Estel_ TaM Aot, Aot 21 of )9'S. (72 P.S.
Sactlon 9140J.
Oatloh the top portion of thll Notlcl and lub.lt with your pay..nt to thl Rllll,t.r of will. printad on thi n\llr" slde.
--Maka Clheck Ot ItOnlY ord.r plyable tOI REGISTER Of.' MILLS, AGENT
A refund of II teJl. credit, which w.. not reque,tad on tha lalC Raturn, .IY ba rlqu..tld by eOIlPI,Ung GIn "AppllcaUon
for Rlfund of Plnnlylvanll Inh.rltanca IInd E,tltl hx" (REV~1!U). Applh:atlon, .ra IVll1ebll at the Offlca
of the RI'I.t.r of Will., any of the Z] RI~anua Dlatrlct Offlcal. or by calling tha .p.ctll 24whour
..,....rlne .arvlca mlIlber. for fl)r.. ordarlngl In Pann'Ylvenla \~aOO~S6Z~ZOSO, v\lhlda P.nnulvanl. end
within local H.rrhbUr. .rflll (717) 1I7~.09"", TDDI (717) 17ZwZZSZ (H..rln. IllfIaltad only).
Any party In Int.r..t not .atl.flld with thl eppral.a.ant. 1I110w~a or dl.allowanca 0' dlductlon., or ........nt
of tal( (Includlnl discount orlnttr.tt) al .huwn on thh Notlea IIU..t obj.ct within .bty (60) dlyl of rK.lpt of
thlt NoUce bYI
-wtlrltt." protut to tha pA Depl1rt..nt of RIVat'M..., tGlrd of App.all, Oapt. ZII021, Htrrlsb\lfg, PA 1712'~lOZI, OR
w-.lactlon to hava tha .attar dltar.lnad at 8Udlt of the .oeoont of the p.r.on.l r.pr..antatlvl, OR
--app.al to thl Orphen.' Court.
Fectual arrort dhcovered on thll a.......n't .hould bl .ddr....d In \l4rltlnl tal PA nlptrt...,t of Rev~,
luraau of Indlvldull T.lC'" ATTMl po.t .....'.ant R.vllN unit, n.pt. 210601, Harrl.burg, PA 11128"0601
Phon. (117) 711-6505. S.. pag. 5 of the bookllt "In.truotlon. for Inn.rltancl Till( Rlturn for a A..ldent
OH"nt" (REY~15011 for .., 'lCplan.tI~ of adtllnlttratlvlly corrllchbll .rror..
If MY tll( due It plld within thr" (3) ulander IIOMth' after tn. dleladent.. de.th, . five ..-ro."t (SlO dlleooot of
the t'l( paid 1. allowed.
The lSle tal'! aMll.ty non-plrtlclpation P.,lIlty II cOllpUted on the tot.l of the ta)ll and lntarllt ......ed, .nd not
Plld b.for. JMUary II, 1996, the first dlY .fter the Ind of the tl)l ..."..ty p.r lod. Thh non~p.rt1olp.t1on
pen.Hy It app.alable In the .... InnnI'r end In tn. the .... tI.. p.riod .. you would app.al the t.lC end Intlr..t
th.t hi' b..n ......ed ., Indicated on thl. notlc..
Inter..t 1t charged b"lnnlng with flrlt day of delinquency, or nln. (9) 80nthl and onl (I) day fra the date af
~.th, to thl d.t. of pay-.nt. TIIM" whleh bee... dlllnquent b.for. January I, 1912 ba.r Inter..t at thl r.t. of
.1M (6l0 pero.nt per anm.. calculat,", It . daUy flh of .00016". All talCe. wh10h bee..1 d.lln~t on and .ft.r
JlhUary 1, 196Z will b.ar Int.r..t It . r.t. which NI11 vary fro. ul.mlar year to ctl.,ld.r yllr with th.t r.t.
IlMQUMItd by the PA Dap.rtHnt of R.",..-wa. The .,.lIc_I' lntar..t rat.. for 1962 thrOU$lh 19CJ1 arll
'!!!r lnt.r..t Rlt. Oalh lntlrllt FltClt!!: I!!! Intlrl.t Rat. 0111'1 lntlre.t FlHltor
1912 ZOX .000541 1917 .~ .0002..7
I.n 16:< .OOO~511 1'''-1991 m .000301
19.. 11:< .000501 1"2 .~ .0002..7
1915 Ule .00OS56 1995.191M ,~ .000192
1916 IO~ .00017" 1995"199' .~ .0001..1
nlnt.rl.t II calculated .. follCMil"
IMTEREBT . IALAMCE OF TAX UKPAID X KUKIER OF DAYS DELIMqUEKT X DAILY INTEREST FACTOR
uAny Notle. luuact IIUer the t.M becOMeI dall~t w111 raflect an Inter..t ulculltlon to flU.." (IS) d.y.
beyQfld the data 0' ttMI ........"t. If PIY.."t II .Ida after thl Intlrl.t cOllPUtatlon dat, .hoNn on the
Notte., IIddltlanll Int.r..t IUlt be c.lcul.tad.