Loading...
HomeMy WebLinkAbout80-00634 ",: .:;t:~I,". ; ~:~~:(r. ~.'L':'.' ~.,C'. 1;;.,-., ~;>".:~:. r~~F . , ~j;r:A:::-": :~2~i:",: . .~.., .,-.. ~J;\~F> :f&'"..'J:" 'f:'~:f,~: '1\..' (~; "', ..f'\' , .~~:::::>: ~~~:' ~""." ~~;~;i. ~i'c':' It ~~t:~, ~ ~ . >< ~ ~ m .. i , , I i fa ~ ~ I . ~ tIl ~ ,~ ~ ~ Cf) ~ . .., .., Q .... co 0 . - M Cl) ~ - . 10 0 - z J3 " I - ~ RE"_~U EJC+ (7-80) COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT I , I I i I I i I I I Estate af John S. Stoner Lest address 1'3 S. Filbert St. lSTREET) I- Z W C W U W C INHERITANCE TAX RETURN FOR INSOL VENT ESTATES (Instructions on Reverse Side) ::r. Ro/x,.--J' 8-/au{{er, E6~, /O-,3-J'1J 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 u: Date af Death t.,.,) / '~ I 9;r~ Social Security Na, 172-01-2541 TYPE OF ASSET ~ I- W ~ ~ ~ OFFICIAL USE ONLY DATE 5/16/80 ~ z c " u " c w c c z '" ~ ?- m w C OFFICIAL USE ONLY / /-/.3~-1 (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..- -", (V"l I ~, 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 s ~ 73 7. </-0 DE UC.TlONS ALLOWED -tf,lll''(.I;) /'/fJ/~ lid t ,e) 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. ... ~ > z m 0 > :;; .... ~ 0 3: m ~ '" m a "ll m . t '" ~ '" 0 ; 1"\ a ~ .. ~ t'I'l ;; I .., ;; ~ ;; a ~ ;;; ;. . ' ~ ~ . . ~ ., '" m ;r ~ a a ~ a .'; . a.. N n !! a ?: !: "ll 0 n > m > ~ Z > 0 0 0 '" 0 m G'l n c: 0 -i ~ .... m '" z '" > Z Z ,... z m -i m -i ? z 0 0 Z ... -< '" m '" 0 '" ... Z 0 0 ? ." ." '" > ... 0 Z -< m > '" -< m > '" 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) ;4;: ~~~ 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 *' COUNTY FILE NO: " ." / DATE . 't.: . ~,f ,'~ ~ ; ESTATE " ,'/' TO: / ,j..,j , I /:' ./ FILE NO. /,' /' .~./ I ..:<~,' ".~// _. I'". ~~ ;.# / ~ ./ ,,/ .- -" I,' f':"- .-'./ I~'./J";'-_- ;"/' ~ ,,' " -- COUNTY ;'-'//J"'/;~' J //. -^"....( ~..- .. ~ - '_n /'//, __",/". A' " ' ,/ - '(-"(1 ......'_. / ,'..>;~(.; -~ DATE OF DEATH '~I --I // v ,. , Appraised Value of Estate: Real Estate $ . ,/ J I,'''? I.f' Personal Property Jointly Held PropenylTransfers . $ .., , ~1; , /iO Total Gross Estate Total Approved Deductions - ,!../'/:{ -/ ,i' ( ) I s Clear Value of Estate Less: Approved Charitable Exemptions - Clear Value of Estate Subject to Tax $ Amount Taxable @ 6% Rate $ " , p, ..1' 'ax <tup' /Jr,-v VC"rlA- '..; .- , / ,4 /Y{:~.J .....<-~--;-.,://, ) ./ r , -1- /j /..;.' :"il / ' ; - ./ ~l ' .-------" -.-; .~ I ,/";::,7);/ " /l>'P ...-" I 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 s . s s s = . = . = 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 ( Assessed by: ~ - -- -)'/,- / ,J, I See Inlormation on Reverse Side Ag.nt1.0rtht' mmo(/"Wt.~!h .\' r--: ) /IJ'i-j ,A>U/I/ , ~/ I \Ll ,I ',i ~_ i { (: ", / ",:/:'i . /-r---' ,/ ),j<,lJ..jJ n-/.zJ