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HomeMy WebLinkAbout97-00993 ,,' \" ill \ ':' '- COMMONWEAlTH Of' PeNNSYLVANIA Ilf'PAfHMENr Of' r1t'VtNUI' BUREAU OF INDIVIDUAL TAXES Or:m2flOOo I /IAfUHsnUflO. PA 111?'fl'OOOI PENNSVLVANIA INHERITANCE AND ESTATE TAX Ot:FICIAL RECEIPT . NO'AA 242578 "'VI""",,,,,, t..... RECEIVED FROM: I ~ JDELLEN D. TRAUTMAN ACN ASSESSMENT CONTROL NUMBER AMOUNT 10 WHITE DAK BLVD MECHANICS8URG, PA 17055 -- 101 -__.950.00 .--.....1.- __ -;-~ ft, FOWWflf ---------r- ------.---------. ESTA E INFORMATION: FIlE NUMBER 21-1997-0993 SSN 521-20-9759 NAME.iif.D[:c6J[Nl.iLAS11.....--.-(FiRsn~'_____.iMi)_ PENDLETON GFlf\CE C ~-'---"--"'- ---.- .. -.-.-----.-..---..-- --~-_.._-~.---,--_._-----------._..._----~_._----_._- DAH: Of PAYMENT 12/l(J II '?97 ._-._-.. .-. .-.. -. --"-. -- ...-----.-- -----~-~--_._----~~-------..~--------------.- P081MARK DATE 12/17/1997 -...--.,,-.---- -,,---.. --'. -.-.--.~..-...n_~~~.~~_____________________.~___~ COUN)Y CU~lBERLAND . - .__.._-_.__.._--_....._...__.__._--"._,--_.._~~~_.-----._-.._-~---- DATE OF DEATH , 'l/eS/F/'n f1EMARKS'JOEu.EN 0 TRAUTMAI~ ....-------- -- FOWHERF. -- --- - TOTAL AMOUNT PAID _ "950.00 --. '2/ /i PEl ( /'., '( I ~ ' -. / I ,/~,- _ ~ . . REOEIVED BY Ltff{a. $ (, ,/Z?I-I/<",tJ:'.:7.?",&". <'. MARy C. wrs i/, 4},?].. REG I STErR OF WI lUi/{/l(/;/1 /f7 (/ . SEAEHECI<:1I lCi15' "- ~_. ..~. -.."--_...._,~....~" ~---._- ....- .~---.. -..-....--. -."... --,~ m,CiIS1HIOF\NILl.S '-.-. --".~. ,..~.--. ""-. -- ........ ..--. -.- __m ----, -._..~ _.. __~__~~ ___ __L_ ,_ f..),?;J !-9 ~ DillE c,,4.) /W REV, \liOOE)( 1(1.94) I ,J ~ I ' I, II INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUP\.ICATE WITH REGISTER OF WILLS .tJ "J FOR OA.tES OF OE~nl.fTEA 1ZlllI" CHEClC. HERE If" SPOHn"L LJ .NWll!0llillI.l.W<1bI"'EO FILE NUMBER 2.1.97 ' 993 NUMUEf\ '(l.:A" cO"'~~~~~t.UII\~fl.fl!W\IMllal~ HII"",.B5~t,~l~\"",' {;ouHlY GOOf. OECEOfNT'SCOMfll.ETE AOORf:S9 10 Whito Ouk 1I0ulevard Mllchanlcaburg, PA 17055 ~ C ~ ~ DECEOENrs NAME (lAtlT. FIRST, AND MIDDLE INl1IAl) pOlldleto~~uce e. - 9OCIA.l SEGURITV NUMBER DATE Of OEATH 521.20.9759 09/23/1.997 DATF. OF BIRTH 06/l2/1.916 COllnl Cumbo r 1 and 1;;;;LiC;.LEIsURViViN;;ou.~;:;;T:fi~Sl Aao "'IOOLE 1Ill1lllLI SOCIAL SECulln, aU"'eE"~",oual "ECEIVEO I"EE la.l;u;;i;;;W ._L 0 ,00 gz.-SuPPlemental A.tum --.-----LJ3, f\.~A;;lu;;;-- 4a, Fulure Inler..t Compromi'. (lor d.,1S 01 d..th prior to 12-\3-82) ('or dallS 01 d.elh a\ter 12.12-82) 0 e, F.do,al Estat. To< A.tu," A.qullld D.cedent Died T..tat, 07, Dec.dent Malntain.d a Li,ing Trust -2-,1, Tolal Number 01 Sal. D.pos~ Bo,"s (~I' copy 01 Will) (I\ltach a copy 01 Trusl) - C P "LL CORIIESPONDENCE "ND C~NFIDENTI"L T"X INF~~"N SHOULD 8E DIRECTED TO: o ~ all"'. CO"'PLEIE "'AILlao IIOO"ES' ~ D ~2E~A. Vau~hll III .- S ~ lELEPHoaE aU"'BER 717 97~,9102 I, Real E.tat. (Sch.dul. A) I 2, Stock. and Bond. (schedul. B) (2) 3, Closely H.ld SIOckIPa~n...llip lotere,t (Sch.dule C) (3) 4, Mortgeges and Not.s A.c.luabl. (Sch.dul. D) W 5, Cosh, Bank Depos~S & Misc.llaneouS Pllsonal ProperlY (Sch. E) (e) e, Jointlv Ownod Prop'rty (Sch.dule f) (e) 7, Treosfers (Schedul. G) (Sch.dul. L) (7) e. Total Gras:> Assets (total Unes 1 ~ 1) 9. Funeral Expenses, Admln~strathi8 Costs, MiscellaneouS Exp.ns" (Schedul. H) 10, Debts, Moogag. Liabilities, LI.ns (Sch.dul. II II. Total D.duclions (total Lln" 9 & 10) 12, Net Valu, 01 Estat. (Line 8 minus Llno 11) 13, Cha'itabl. and Gov,,,,meotal B.quest. (Schedul. J) _ 14, N.t Value Sub oct to T.. (Line 12 minus Line 13) - IS, Spousal Transllls (lor dal'S 01 d.ath a\tor 6..30-94) See InstructIons for Applicable Percentage on page 2. (Includ. valu,s from Schedul. K 01 Schedul. M.) 11. Amount 01 Line 14 taxable at 6'1. rate (lnclud. values hom Schedule K 01 Sch.dul. M.) 17, "",,,unt 01 Llno 14 t..abl. at 15'/, ,at. (Include velueshom Sch.dul. K 01 Schedul. M.) 11, Princlpall.x du. (Add t.. ham Llno IS, 16 and 1'1,) It, Clldlls/Sp poverty Prior Payment. Discount . 950,00' 50,00 20, II Lln. \9 is gr.alll than Lln. 18, .nter th. difforenc. on Lin' 20 This Is the OVERP"YMENT, !!J 0 'Cha.k hila II ou .ra ra .a"ln . "fund 01 oUlovOrPlYiiilrii] 21, II Lln. 18 Is gllatll Ihan Lln' \9, ent..th. dlff...nc, on L1n. 21. This Is tho T"X DUE, A. Ente, thelnter.st on the balance due on L~n. 21A B, Enter tho total of L1n. 21 and 21" on Llno 210 This Is Ih. B"LANCE DUE, M.k. Cha.k P. .bl.'o: Ra 1.111 01 Will. " .nl ~ ~ BE SURE TO "NSWER "LL QUESTIONS ON PAGE 2 "NO TO RECHECK MATH ~ ~ liOdor pen.IIT" of penury, I d"I".th." h.'. ...nll..d .hls ,.'urn, 1n<liiding ",.omp.nylng "h.dul'" .,.'.m'."" loth. ,,".'0 m; knowl.dg..ad bOil." III. "UI, co".cl.ad compl.t..1 d.eI". .h...1I r..''''''. h" boon "pa,'.d of "OIma,k.1 VOIOl. 0."","0.01 p,.p".,alher Ih..,h. p."on.' r.p,,,.,,t.,,,.,. ,,"Hd on .lIlnfo..""on.f whlth p,epa,.' h.s arrf knowled9" -- C" 8 X I, H P L 4, E ~ ~ -' ~ H []:la, Oflglnal Return Limited Estato ------- ()C', r: IV 3904 Trlnd1.o Roa~ eam l Hill PA 1.7011 :D 'JJ Il" \1') {ll ~ C " P I T U L ~ I o N one --- None NOlie NOlie None 22 ,667 :'1"5 NOllo (I) 22,667,75 I, , d '1 oJ! ") " r") "n (9) 3 I ~c22 1,81.3,56 5,689.61 1.6,978.14 (10) (11) (12)- (13) (14) 16 ,978,,14- (1el_ 0.00 X , 0.00 (II) 1.6,978,14 X .06' 1 ,01.8.22., (17) 0,00X.1S' T " X C o 101 ~ T 1 o N (11) 1,01.8.69 Interest (19) (20) 1. ,000 . 00 0,00 (21) ( 21") - (21B) - 18.69 -- 0.00 18 ;69 -- DAlE - - Joe1.1en D, Trautma" 1.0 White Oak Bou1.evard Mechantcsb'urg'; . Ph' --i70S5""". --", -.,"....' George A, Vaughn, 111 3904 Trind1.e Road ~6inp' HiiL 'Ph'. 'i7ofC"'.'.'" ,-- --""".'" Form 1100 (R'V, 1."') 0.00 copyrIght (c) 19i04 fOlm software o"ly cpsy.ttm.. Inc. REV, 11011 EX' I".") COM!Il\l\1~{\WJOOMhYAlIIA ESTATE OF Grace C, Pendleton SCHEDULE F JOINTLY-OWNED PROPER 09/23/1997 SSII 521,20..9759 Jolnll'nlnt(I)' A, NAME JoeU en D. Trautman ADDRESS 10 White Ouk Iloulevard Meohaniosburg, PA 1.7055 B, C, Jolnlly.ownod P'OP"IlY' FILE NUMBEII 21- 97,993 RELATIONSHIP TO DECEDENT Daughter ITEM LEnER DATE TOTAL VALUE DECO'S DOLLAII VALUE OF FOil MADE DESCRIPTION OF PROPERTY NUMBER JOINT OF ASSET 'J. INT. DECEDEN'r INTEREST TENANT JOINT 1. A 04/1.9/96 Members 1st f'ederal Gred! t 1,86,36 50,00r. 243.18 Union: Share Savings ~ooount fl1.58179-00 ' Ilalanoe as of date of death 2 A 01,/19/96 Mambars 1st Federal. Credit 1,678,89 50,00r. 839,45 Union: Checing Account 11158179,11 ' Balance as of date of death 3 A 05/06/96 Members 1st Federal Credit 9,613,19 50,00r. 4,806.60 Union: Investment Savings Aooount f1158179..05 - Balance as of date of death 4 A 05/01/97 Members 1st Federal. Credit 12,552.35 50,00r. 6,276118 Union: Certificate of Deposit. #158l.79,40: Balance as of date of death (rolled over from same-owners joint acoount in existence in and prior to April 1996) 5 A 11/01/96 York Federal Savings and 21,004.67 50.00r. 10,502,34 Loan Aasociation ' Account #800.26493; Balance as of date of death (rolled over from same-owners account in existence in and prior to April 1996) i 0.00 TOTAL (Also .nter on lin. 6, Aeclpllulalion) Is 22 667.75 (If more spac. 1$ n.,d.d, inStHt addiUonal sheets of same SI21.) Copvrlohl (c) 1"-4 form loftwar. only CPSYI'tmS, Inc:. Form 1100 Schtdull F (R,y, 12~"1 Eytate of: . Grace C. Pendleton Sac See #: 521.20.9759 Date of Death: 09/23/1997 Continuation of Schedule H.B2 (Attorney Fees) Item Description II 1 George A. Vaughn, III Reserve for payment of attorney's fee 2 George A. Vaughn, III Payment of interim attorney's fee 3 George A. Vaughn, III; payment of interim attorney's fee 4 George A. Vaughn, III . Payment of interim attorney's fee Amount 250.00 150.00 .150.00 162.50 ...................... 712.50 WILL 0' GRACI C. P.NOLITON I, GRACI C. PBNDLITON, of Silver Spring TO~IShip, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me, ITIM I, I direot that all my just debts and funeral expenses, inoluding my gravemarker and all expensss of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as praoticable after my death as a part of the expense of the administration of my estate, ITIM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to those of my two daughters, JOILLBN D. TRAUTMAN, of Mechanicaburg, Pennsylvania, and JANET D. 'LAGEOLLE, of Indian Hills, Colorado, or to their issue, per stJrpes, who survive my death by thirty (30) days to be divided between them by my personal representative with due regard for their personal preferences, The deciaion of my personal representative with regard thereto shall be final, binding, and conclusive on all parties. ~ "I ITIM III. As of the date of elteoution of this my last will, I am survived by my two daughters as identified in ITEM II and by four (4) stepchildren who are. DONNA K. NYIRS of Hendersonville, North Carolinal RICKARD N. PBNDLITON. JR., of Medford, Oregon I JOHN A. PENDLETON, of Rodeo, California; and JVDITH A. GLOVlR, of Mountain Home, North Carolina. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to those of my above-named children and stepohildren who survive my death by thirty (30) daye. In the event all six (6) of the above-named individuals survive my death by thirty (30) daya, the distribution to them shall be in equal shares, per capJta, and not per stJrpes. In the event any of my stepchildren fail to survive my death by thirty (30) days, then such stepchild's share shall lapse and not pass to the issue of such stepchild, In the event either or both of my daughters fail to survive my death by thirty (30) days, the share of suoh daughter shall not lapse but shall instead be pass to those of' suoh daughter's issue, per stJrpes, who survive my death by thirty (30) days, ~ \ I C:II.WORKIWII.I.SIOO81396R,WPD COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * c.~ 15',)/(/ .'1 BUREAU Of INDIVIDUAl. TAKES INHERITANCE TA~ DIVISION OEPf. Z30601 HARRISBURG, PA 1712ft~0601 NOTICE Of INHERITANCE TAK A~~RAISEHENT. AI.l.DWANCE OR DISAllOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAK ,n.\U' II'" Ut-tll 08-24-1998 PENDl.ETON 09-23-1997 21 97-0993 CUMBERLAND 101 f= --'~=~~:~;~m.,d'. ~3 MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WilLS CUMBERl.AND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ... iiEY:i54i-EiCAFP-ni9=97Y"iiii'fi'cr-o;;-YNHEiiifANCi-TAnipiiiiAisEMiii:r-;-Ai.LOwANci-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GRACE C FILE NO. 21 97-0993 ACN 101 GEORGE A VAUGHN 3904 TRINDLE RD CAMP HILL 111 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN GRACE c PA 17011 DATE 08-24-1998 ESTATE OF PENDLETON ( ) CHANGED .- TAK RETURN NAS I eX) ACCEPTf.D AS FIl.ED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, R..l E.t.t. ISoh.dul. A) 2. Stc~k. ond Bond. (Schodul. Bl 3. Clos.ly Held stook/Partnership Inter..t (Schedul. Cl 4. Hartg.gel/Not.. Receivable (Schedule Dl S. Ca.h/Bank napa,its/Hi.c. Parsonal Property (Schedule E) 6. JointlY Owned Prop.rty ISoh.dul. f) 7. Tr~.f.r. (Schedule 0) 8. Total A...ta NOTE I To insure pl~op.r credit tQ your account, SUbMit the upper portion of this for.. with your' tai< pay"ant. .00 ,00 ,00 ,00 ,00 22.667.'75 ....JllL 18) (1 ) 12) (3l_ 14) (5) I.) 17) 22,667.75 3,876.05 1.813,56 (111 (12) (13) (14) _ Ii ./IRQ 1.1 16,978.14 ,00 16,978.14 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funeral Expens.s/Ad... Costs/Misc. Exp.nses;, (Schedule H) 10. Oebt./HortgoU- l.iabilltio./l.l.n. (Sch.dul. II 11. Total Oeductions 12. N.t Value of Tax Return 13. Charitable/GovernMent.1 Beque.t.) Non~.l.ated 9113 Trusts ISchedule J) 14. Not V.lu. of Eot.t. Subj.ct to To' I~) (10) I~ an a......ent was i..ued previouSly. lines 14. 15 and/or 1&, 17 and 18 will r.fl.ct figur.s that includ. the total of ALL return. al.....d to dat.. ASSESSMENT OF TAXI 1&. AMOunt of Line 14 .t Spou..l rata CIS) 16, Aaount of l.i~ 14 t...blo ot l.in..l/Clo.. A rot. (161 17. A.ount of Line 14 taxable .t Collat.r~I/Cl..$ B r.t. (17) lB. Principal Tax Due NOTE: .00 1,018.69 .00 1,018,6'9 ,00 K .00, 16,978.14 K .06,- ,00 K .15. (1.8) --' TAX CREDITS: PAVHENT DATE 12-17"'1997 06-22-1998 AKOUNT PAID DISCOUNT (,) INTEREST/PEN PAID C-) -50:00" .00 RECEIPT NUNBER AA242578 AA296349 950.00 18.69 TOTAL TAX CREDIT BALANCii-OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,018.69 ,00 .00 .00 . If PAID AfTER DATE INDICATED, SF.E REVERSE fOR CAl.CUl.ATION Of ADDITIONAl. INTEREST. If TOTAl. DUE IS l.ESS THAN .1, NO PAVHENT IS REqUIRED. If TOTAL DUE IS REfl.ECTED AS A "CREDIT" CCR). VDU KAV BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.) Flee I I.J". I.", I, :9[,] III 2 1"1 4 I';' :U4 Clc'iI CUIl!1 iii J\ RUERYATlONI Utlte. of deo.-nh dyjng on 01' before beClMtMr 12, -1982 u if an~ futl,lre lnt."..tln thtt ..tat. 11 trentferred In po.....ion or ."Jo~t to CI... B (coll,t.r_I) benMflcltrl.. of th4 deu~.nt after the .~plr.tlon of any ..t.t. for 11-,. or for yur., the Co.-IlOnttee1th helr'by IKpr...h r...rv.... tfM, right to IPPreilll and ...... transfer Inhtr1 htnce TalC.' et the l.wful Cl... . (col1~t.r.ll rete on MnV luoh future Inter..t. PUIlPOSE Of NOTICE I To fulfill the requJr.entl of Seotlon ~UO of thlt Inhlitltence end E,t.t. Tal< 40t, Aot 21 of 1995. (72 P.S. Stictlan 91,.0), PAVHfNT I o.hch the tap portion of this Hotiee end .ubIllt with your payunt to the R11I91ster of Wllh printed on ttMt relier.. ti.. -~""a check or 110''''1' order payable tOI REGISTER OF MILLS, AGENT RfFUND (CR)I A refund of . tal< oredit, which was net requested on the 'ax Roturn, .ft~ b. r.que.t.d b~ COMpleting ~ "Applloation for R.fund of PennsYlvania Inheritance and Estat. Tax" (REV-Illl). Applications are available at the Offlc. of the R.ahte,. of Nllh, .ny \Jf ttKI 23 R.V.f1ue Dhtrict Offices, or b~ callhlA thQ speci.l 24~hour ~....rlna ..,'vlce n...bers for foras orderingl In Pennsylvanla 1-800-362-2050, outside Pillnnlylvanla and Mlthln local Harrisburg .rea (717) 767-8094, TDDf (711) 172-2252 ('~erlng lap. Ired Onl~). OIJECTlOHSI Any party In Int.r..t not I.thfi.d wJth the apprat>>...nt, .llowanc. or dhallowane. of deducUon., at' ....!I.lIent of tax (Includlna dl.count or int.r..t) a. .hown on this Notice au.t obj.ct within Ilxt~ (60) days of r.ceipt of thll Notlu bYI ~-WI'1tt.n prot..t to the PA Depart..nt of R.venu., hard of Appeals, Dept. 281021, H.rrhburlil~ PA 17128-IOZ1, OR ~~.l.otlon to have the utt.r deteralned .t audJt of the ac:count of the p.rllonal repre..,..taUv., OR --appflel to ttM Drphanl' Court. AUtUH ISlRAnVE CORREC110MS I Feotual errors dl.cov.red on this .s......nt should b. .ddr....d in writing tal PA D.p.rt.ent of Rev.nue, aureau of Individual T.xe., ATTHI po.t A......ent Review Unit, Dept. 280601, Harrl.bUrg, PA 17126-0601 Phone (711) 781-6505. S.e pag. 5 of the bookl.t "Instructions for Inherltanc. Tax R.turn for ft R..idlnt Dec.dlnt" (REV-ISOl) for an QMPlunation of a~lnl.trBtiv.ly corr.ct.bl. errors. DISCOUNT I If an/ tax due i. paid within thr.. (3) c.lend.r ~nths .fter the dec.dent's death, e flv. parcant (S~) di.oount of the t.x paid is aJ lowed. PENALTY I The 1S:! t.x a.nelt~ non-participation p$Mlb it coaputed on tne total at ttlll tax .nd int.r..t .....ted, Iind not p.id b.fore Janu.ry 16., 1996, the fir.t day eft.r the .nd (If the tax ..n..t~ pariod. This non-partIclp.tion p.nalty 11 IaPp.alabla In tha ..... elnfMlr .nd in the the .... Ue. p.rlod ., ~ou would eppeal the t.x end inter..t that ha. be." .......d .. Indlcatad on th1l notice. INTEREST I Int.re.t i. ch.rged baginnJna with fir.t day of d.llnquency, or nln. (9) aanths and ~ (1) day froa the d.t. of death, to the det. of pa~..nt. lex.. ..hich bee... delinquent befare Janu.ry I, 1982 beer lnt.r..t at the rat. of eIx (6X) perc.nt per .nnuIt c.lcul.t.d at e daUy r.te of .000164. All taxes which b.c... dlIlInquent on Itnd aUar JInU.r~ 1, 1982 wHI b..r int.r.st .t fl rate ..hlch ..111 vflr~ frOll cal.ndar y.ar t(l cal.ndnr y.ar with th.t rat. lINlOunced b~ the PA ()epart..nt of Rev.flU(j. ThCl app1\cabl. t"t.".lIt rates for 198i through 1998 .r.1 '!!!!; lnt.,...t Rete D.lly Intar..t far.::tOt ~ Int.r..t Rftt. D.lly Int.re.t Factor 1982 20;': .0OOS4f1 1987 9% ,000247 1981 16% .000418 1988-1991 11% .000101 I'" 11% .000301 1992 91:: .00024':' I98S 13i:: .000356 1993-1994 7% .000192 1986 10% .000274 1995"1998 '9% .000247 ~-Inter..t is c.lcul.ted .. follONlI1 I"TEREBT a BALA"CE OF TAX U"PAID X "U"BER DF DAYS DELI"QUEKT X DAILY I"TEREST FACTOR ~~A"Y Hot Ice i,.ued,ft.r the taM baoOM.. dellnqu.nt will rllfl.ot an lnt.r.st calcul.tlon to flft.en (151 days he~ond the d.tll of the ........nt. If p.y..nt is eade .fter the Int.rell"! ooaputation date .hown on the Notice, addition.l int.r..t au.t be oaloulated.