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RE"_~U EJC+ (7-80)
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
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Estate af John S. Stoner
Lest address 1'3 S. Filbert St.
lSTREET)
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INHERITANCE TAX RETURN
FOR INSOL VENT ESTATES
(Instructions on Reverse Side)
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COUNTY Nod/..g>tJ-~31
STATE NO.
( ) Exec. () Adm, Other Survi vinp; spouse
Name Habel J. Stoner
Social Security No.
175-48-7450
Mechanicsburg, Penna. 17055
(CITY. (STATEI (ZIP,
S Add,e.s 1 '3 S. Filbert St.
U CSTREETI
5 Mechanicsburg, Penna. 17055
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Date af Death t.,.,) / '~ I 9;r~
Social Security Na, 172-01-2541
TYPE OF ASSET
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OFFICIAL
USE
ONLY
DATE
5/16/80
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OFFICIAL
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(CITY) 'STATEI (ZIP)
Undl!r penalties of perjury. I declare that I have examined this return and
to the best of mv knowledge and belief it ;s true, Correct and complere.
IDl 80
Slgno1 e of Flduclllry
Gllte
DESCRIPTION
ESTIMATED MARI(E r
VALUE
DEPARTMENT VALUATION
(OFFICIAL USE ONL YI
Personalty 1969 Chrysler Sedan Automobile-Sale
Price.
:I; 500.00..-
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TOT AL $ 500. OOS-(}.(), ~ (J
I do hereby certify that the above assets were appraised in accordance with Pennsyf-,:ania law.
NAME OF PAYEE
Myers Funeral Home,
Mabel J. Stoner
Register of Wills
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~ 73 7. </-0
DE UC.TlONS ALLOWED
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APPRAISER
October 23, 1980
DATE
NATURE OF CLAIM
AMOUNT CLAIMED
Inc. Funeral Bill
Family (Widowts) Exemption
Filing Rev-519 EX+ (This for)
$ 2734.40
2000.00
3.00
TOTAL
1-?1J
INSTRUCTIONS
ASSETS:
TYPE OF ASSET _Indicate whether the asSoc' is real estate, personal property, transfer or iointly~owncd.
DESCRIPTION _ list all assets owned solely by the decedent or owned jointly with another party or po:,.ics as tenants in
common or as loint tenants with right of survivorship at the time of death. Include the decodent's percentage of ownership,
tho name (5) and relationship to the decedent of the surviving joint owners and the estimated market value of the decedent's
interest as of the dote of death. Include intangible personal property titled in the name of tho decodel'l' but payable at death
to another party or parties including but not limited to P.O.D. U,S. Savings Bonds and tentative trust occounts. Li~t any
property transferred by the decedent within two years of death for which he/she did not receive valuable and adequate
consideration. .
Describe all real estate located in Pennsylvania by lot and block number, street address, number of acres and include a
general description of the land and building~_ Also, inciudc the book and page numht'r in which the deed is recorded and the
e'lCact title as indicated on the deed.
DEBTS & OEDUCTIONS _ Unsatisliod liabilitios incurred by tho docodont p,iar ta his/hor doath aro doductible against
his/her to'lCable estate. In additic.n to debts incurred by the decedent, other item~ arc claimable including the cost of
admini stration, attorney fees, fiduciary fee~, funeral and burial e~pen~es including the cost of 0 burial lot, tombstone or
grave marker. List the dote on which each debt was incurred and:'or paid and the name~ of each payee. Provide a brief
explanation of the nature of each debt claimed and the amount being claimed
Evidence to support the decedent's or the c~tate's liaL.ility for the debts being claimed should be attached to thi s return
A family c1<emption may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If thore is no spou~e,
or if the ~pcuse has forfeited his/her rights, then any child of the decedent who is a member of the some hou5chold con claim
the e'lCeiT1ption. In the event there is no such spOU5e or child, the exemption can be c1aimeC3 by 0 parent or parents who ore
members of the samt' hou sehold as the decedent.
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INFORMATION
PLACE FOR FILING _ Tho rotum is ta bo Iilod in duplicato with tho Rogistor af Wills af tho county whoroin tho docodent
resided.
TIME FOR FILING _ The return is due nine months after the decedent's death, unless on e'ICtension for filing has been applied
tor and granted by the Secretary of Revenue within the nine.month period.
FAILURE TO FILE RETURN _ Soction 791 of Iho 1961 Statuto providos that" , . ,any porson who willfully foils to filo a
return or other report required of him sholl be personally liable. . .to a penalty of 2500 of the ta'lC ultimately found to be
due or 51,000 whichever is the less to be recovered by the Department of Revenue as debts of like amount arc recoverable
by low."
NOTE: Fees pnid to an estate representative; namely, an executor or administrator. for services performed in ad.
ministering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item shoud be reported on
form PA,40.lndividuol Income Tax Return,
REV.tf18 Fe (7.80)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
October 23, 1980
Mabel J. Stoner
13 S. Filbert St.
Mechanicsburg, PA 17055
RE: Estate 01
Caunty 01
File No.
John S. Stoner
Cumberland
21-80-0634
Dear Mrs. Stoner:
You are hereby notified that the Insolvent
oppraisement in the estate 01 John S. Stoner
has been filed in the office 01 the Register 01 Wills 01 Cumberland
County on October 23 , 19 Jill. Said appraisement reflects the lollowing voluations:
Real Es tote
Personal Property
Jointly Owned
Translers
Total
None
500.00
None
None
$500.00
As to such tax that is paid within three months lram date 01 death, 0 live (5%) percent
discount is allowoble. As to any tax that remains unpaid olter nine (9) manths (lilteen months
when death oecurred lrom December 22, 1965 to June 16, 1971, inclusive; ond twelve manths when
death occurred prior to December 22, 1965) from date of death, interest at the rote of six (6%) percent
per annum is charged,
Any party in interest who is aggrieved by this notice may object thereto within sixty doys
alter receipt 01 said notiee as provided by Section 1001 01 the Inheritonce ond Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
Oetober 23, 1980
Signed
;.1,,-, , 'J C' II I)
..1_rIf'H Iii /-/r 1(1 d ,y~ ./
Tille Chief Apprai'iler
NOTE: This is not 0 bill.
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
Bl.:REAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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COUNTY FILE NO:
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DATE OF DEATH '~I
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Appraised Value of Estate:
Real Estate
$
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Personal Property
Jointly Held PropenylTransfers
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$
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Total Gross Estate
Total Approved Deductions
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Clear Value of Estate
Less: Approved Charitable Exemptions
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Clear Value of Estate Subject to Tax
$
Amount Taxable @ 6% Rate
$
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tax due
TOTAL PENNSYLVANIA INHERITANp:ril5-Qui: -$' ",;t {~)~h0
Amount Taxable @ 15% Rate
* '* ... ... .. .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by is - I
BALANCE OF PENNSYLVANIA INHERITANCE TAX ~UE'//j"l,,,~,,,, r
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Assessed by: ~ - -- -)'/,- / ,J, I
See Inlormation on Reverse Side Ag.nt1.0rtht' mmo(/"Wt.~!h
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