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HomeMy WebLinkAbout81-00534 'dI, M If) .... o -i. 1 ~ ~ ~ III :z; ~ ~ "~ i ...:l ~H?l-S?''t .' _ II _3<:'( -.y ~a/)l ) Estate of Harold L. Albri9ht Last address 4 41 Herman Avenue - (STREET) I- >- % Lemoyne, 17043 n: w Penna. < Q U w (CITY) (STATEI {ZIP' => U Q w u: Q 1981 Date of Death May 17, (~E.ec. () Sara Namo lCDUNTV NO. STATE NO. Adm. Othor F. Albright REV.519 EX" (12.80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DeCEDENT INHERITANCE TAX RETURN FOR IN SOL VENT EST A TES (Instructions 011 Reverse Side) Social Securi ty 1'10. z..o 4 - 0 ~ -=;4 ~ ~ Addre.. 441 Herman Avenue (STREET' Lemoyne, Penna. 17043 (CITY) (STATEl tZU"} Under penalties of perjury. I declare that I have examined this return and to the hast o~ .fll'{ knowledge and belief it is true, correct and complete. ? Date Social Security 1'10. ~ '\ ~ - 0 '3>- 5'\s.Q'1 '^ Signature of FiduCiary personal Miscellaneous items of personal property, clothing, and the like $ 500.00 DEPARTMENT VALUA TION (OFFICIAL USE ONLY) _ ::o~ ""n '20 ",:0 ,.,0 .1rrl ":9 ==- ~ TYPE OF ASSET DESCRIPTION N ::0 :~;~ c '=' .. .~ .:" ~ I- w ~ ~ < TOT AL $ OfFICIAL USE ONLY OAlE H....ME OF PAYEE >I.-t-' y- .- 'I DA.T!:. NATURE OF cLAIM AMOUNT CLAIMED Family Exemption $2,000.00 Burial expense 2.500.00 ~ % Q ;:: U => Q w Q Q Z < ~ ... .. .. Q Musselman'S Funeral Home TOTAL '-f ~~. rl rl 'i !p'-O t"O ~{) , . ,,}J/l /,' \ ;) , - , //.itCI (! /7I.L-:,/---:'..d I RE~TER Of Wl~ (;: ...*-?I OffICIAL USE ONLY D,6.iE INS1RUCTIONS ivp E OF ~ _ Indicate whether the QssC't is real estate, personal property, transfer or jointly-owned. DESCRIPTION _ List all assets awned solely by the decedent or owned iointly with anothor party or parties as tenants In common or as loint tenonts with right of survivorship at the time of death. Include the decedent's percentage of ownership, tho name (5) and relationship to the decedent of tho surviving joint owners and the estimated markot value of the decedent's interest os of tho dato 01 death. Include intangible personal property titled in the name of the decedent but payable at death to another party or parties including but not limited to P.O.D. U.S. Savings Bonds and tentative trust accounts. list any property transferred by the decedent within two years of death for whi ch he/she did not receive valuable and adequate consideration. Describe all real estate locoted in Pennsylvania by lot and block number, street address, number of acres and include a general description of the land and buildings, Also, include the book and poge number in which the deed is recorded and the elCact title 05 indicated on the deed. DEB1S & DEDUC1101lS _ Unsatislied liabilities incurred by the decedent prior to his/her death are deductible against his/hnr taxable estate. In addition to debts incurred by the decedent, other items ore claimable including the cost of administration, ottomeyfees, fiduciary fecs, funeral and burial expenses including the cost of a burial iot, tombstone or grave marker. List the date on which each debt was incurred and/or paid and the r.cmcs 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 estate's liability for the debts being claimed should be attached to this return A family exemption may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who ore members of the same household as the decedent. ~ ... > ... m l> Z " ~ :;: " 0 ;0 m , m ~ v> v> ;; ; . '" . ~ ." ~ . . ;;; ;. ... . . " '" " :r j . . ~ 0 ~ ,. . ~ n a ~ !: "'0 " n l> m ~ ! z ~ 0 0 " '" " C> n c: " ~ ! ,... m m ;'< :z ;0 l> :z :z ,... :z m ~ m ~ ~ :z ~ ~ :z ~ ... v> m '" ~ v> 0 ~ :z 0 '" ~ "t1 "t1 ~ ~ 0 Z ... m ,... m "'0 :c o Z m :z ~ ~ ... < ... m ~ '" ... m ~ '" ~ , INFORMA liON PLACE FOR FILING _ lhe retum is to be filed in duplicote with the Register 01 Will. 01 the county wherein the decedent resi ded. liME FOR FILING _lh. return i. due nine months alter the docedent'. deoth, unle.. an e.ten.ion for filing has been applied tor Dnd granted by ,hct Secretary of Revt"nue within the nine..month period~ FAILURE TO FILE RETURN _ Section 79101 the 1961 Statute provide. that" . ".any person who willfully lails to file a return or other f'cport requlrtd of him ,hall be perionally liable.. .. .to Q penalty of 250~ of .he tOk ultimately found to be due or $1,000 whicht'ytr j. the less to be recovered by the Department of Revenue 0'5 debh of like amount ore recoverable by law." NOTE: F.... paid to on estale repre.entolivu; namely. an exacutor or administrator, for .eryice. perl armed in ad. m,ni.tering an e.tate i. reportable for Penn.ylyania Income Tax purpa.es. This taxable incomo ilem .hood be reported on form PA.4D.lndiy;duollncame Tax Return. INFORMATION To insuro proper credit to your account, tho nnmo at Iht. oslmc and filo numbm shuuld he cluady print. ed on tho check or money ordor. This assessment is made in accordant;p. wi~h Section 708 of the Inheritanco And Estate Tax Act of 1861 172 P.S. i 2485.708). To rhe extent rhat inheritanco tax is pSJd within lhroo 13) months after tho death of thl.:' deep-dent, a discount of five 151 percent is ellowed 172 P.S. 9 2485.716), Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the {lxpiration of nine (9) months after the decedent's death (72 P.S. 9 2485.711). Inheritance Tax on a future interost is payable wilhin three (31 months aher the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. S 2485.712). Calculale interest from the delinquent datD shown on the face of this form to the date of actual payment using the following interest table: ------------ --------- - ----- ---- - - - - --- - ------- - -~. - - - - --- -- - ----- - - - - - - - -- -- 1 month ,005 4 months ,020 7monlhs ,035 '0 months ,050 2 months .010 5 months ,025 8 mcnths ,040 " mon!,hs .055 3 months .015 6 months 030 9 months ,045 12 months .060 t days .00017 " days ,00186 21 days .00352 2 day. ,00034 12 dey's ,00203 22 days ,00369 3 day. ,00051 13 days 00220 23 days ,00386 4 dey. .00068 14 days ,00237 24 day. .00403 5 days .00065 15 d(]y~ 00250 25 days .00420 6 days .00101 t 6 days ,00267 26 day. ,00437 7 day. .00118 17 da~'s 00284 27 days ,00454 B deys ,00135 t 6 days ,00301 2B days ,00471 9 days .lXl152 19 days ,003tB 28 days .OO48B 10 deys .OOt69 20 day. ,00335 30 days ,00500 ..,_ ___ ____~__ ___ ______ _ ___ _ ___ __ ___ __ _ _ ______ __.... ___.__ _ _ n _________ _____. Any party in interest. including the CommonweAlth and the personal representative, not satisfied with the assessment may object thereto within sixl~ (60) days a1ter receipt at this Notice as provided by Section tOOl of thelnhcrilanca and Estate Ta. Act of t 96t (72 P S, S 2485,10011, Make check or money ordcr p"yablc to: "Regis\Cf of Wills. Agcnt" Mail to thc address listcd below'