HomeMy WebLinkAbout99-0001
--.J
15056041125
REV -1 500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue '* C C y
, , oun ode ear
Bureau of Individual Taxes INHERITANCE TAX RETURN ty
PO BOX 280601 I'll na
Harrisburg, PA 17128-0601"""'" --=- RESIDENT DECEDENT .f;;;:J-I -, I
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
File Number
trot
Date of Birth
207221471
062 3 1 9 9 7
07221931
Decedent's Last Name
Suffix
Decedent's First Name
FISHER
JACOB
MI
K
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
FILL IN APPROPRIATE OVALS BELOW
[XJ 1. Original Return
o 4. Limited Estate
o
o
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
p
DAN I E L
ALTLAND
E S Q
717 232 766 1
Firm Name (If Applicable)
C A L D W ELL &
REGIS
"'-3
~WILLS U NL Y -1:]
;:u I "
. :II: rn'J
CD 0 G),:':::>
~m:EQ -= ~/~ (~
3;'fn - frl rr1
oo~ ~ :..n C:J
6~~ -0 ~.~ ~
8 ::It;.;.; ~
~ ~ r:: n1
:0 C/' c)
~ATE FILED c.n ." 1
KEARNS
First line of address
3 6 3 1
NORTH
FRO N T
S T R E E T
Second line of address
City or Post Office
State ZIP Code
H A R R I S BUR G
P A
17110
Correspondent's e-mail address:daltlandlO2caldwellkearns.com
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief,
it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge,
SIGNAT E OF PERSON RESPONSIBL FOR FILING RETURN
$"
tr-;E $"", 0
7(/0
Side 1
L
15056041125
15056041125
--.J
.-I
15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: JACOB K. FI SHER
RECAPITULATION
207221471
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B)
... ................ .,. . .. ...... .,. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D)
........................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . . . . . ., 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested. . . . . ., 7.
18928.50
9. Funeral Expenses & Administrative Costs (Schedule H)
9.
18928.50
415.00
8. Total Gross Assets (total Lines 1-7)
..................... ...... 8.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
. . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10)
. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
4 1 5.0 0
18513.50
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . 14. 1 8 5 1 3 . 5 0
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a){1.2) X.O _ 15.
16. Amount of Line 14 taxable 1 8 5 1 3 . 5 0 1 1 1 o . 8
at lineal rate X .0lL- 16. 1
17. Amount of Line 14 taxable
at sibling rate X. 12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 1 1 o . 8 1
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
o
Side 2
L
15056042126
15056042126
.-I
REV~1~OO EX Pag,e 3
Decedent's Complete Address:
File Number
o 0
DECEDENT'S NAME
JACOB K. FISHER
STREET ADDRESS
19 LANCASTER AVENUE
CITY I STATE I ZIP
ENOLA PA 17025
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
1,110.81
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
721.90
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in avalon Page 2, Line 20 to request a refund. (4)
A. Enter the interest on the tax due.
721.90
0.00
1,832.71
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
1,832.71
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ...................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00
c. retain a reversionary interest; or ................................................................................................ 0 00
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
RE\Y-1509 EX.. (6-98)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
JACOB K. FISHER
FILE NUMBER
o 0
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Susan A. Garman
19 Lancaster Avenue
Enola, PA 17025
Daughter
B
c
JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A. 4/29/94 Real estate and improvements at 19 Lancaster Avenue, 37,857.00 50. 18,928.50
Enola, PA 17025
(Copy of Deed attached)
Date of death value determined by dividing assessed
value of $2,650 by CLR of .070.
TOTAL (Also enter on line 6, Recapitulation) $ 18 928.50
T
(If more space is needed, insert additional sheets of the same size)
","-1,511 EX' (1.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JACOB K. FISHER
FILE NUMBER
o 0
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees Caldwell & Kearns 400.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Filing Fee for Inheritance Tax Return 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 415.00
(If more space is needed, insert additional sheets of the same size)
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death:
Discount:
0.00
Interest Table
Year Days Delinquent Balance Due Interest
this time period this year this period
Before 1981
1982
1983
1984
1985
1986
1987
1988 throuah 1991
1992
1993 throuah 1994
1995 through 1998
1999
2000
2001
2002
2003 0.00
2004
2005 0.00
2006
":1/").11/1 QQQ t-hn' 11 1/1 .I11?nn7 721.90
-.
~ .. . ~ .....",1.... .,
TOTALS 0 721.90
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
Total Balance Due on January 17, 1996:
Penalty:
Pr(!ctitioner Portal
Page 1 of I
Penalty and Interest Calculations
CALCULATION DATES-
3/24/1998 TO 11/14/2007
TAX DEFICIENCY $ 1,110.81
CALCULATED INTEREST $ 721.90
BALANCE AS OF 11/14/2007 $ 1,832.71
[ Start Over J
https:/ /www.doreservices.state.pa.us/pi tservices/Defaul t.aspx
11/5/2007
H10",.R(}'; REV C)/R('
. This is. to certifY that the information here given is correctly copied from an original certificate of death dul~ filed with me as
. Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fillOg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No.
4395935
JUN 2 3 1991
<
Date
-:cl._._
COMllOHWEAl.TH 0............. . DlEMII'rMENT OF HI!ALTtf. Yn'Al IItECORDS
CERTIFICATE OF DEATH
65 v,.,
COUNTYOf'_
1Wl!0f'_ IRlHPLACalClv_
1-.010(._, -or~CGunovtpA
J.fechanicsbur
_(lnoI_.givo...._~
(0-'2\ 7
_STRlJI._
-lIontod.-.
~CSIJodlol
I. Widowed
1741.o....__1ro F."'~~
White
~IPOUII!
11__,,__
Cumberland
UIUAl.
';"=::~~:::.I:.T
Driver , Tr
~I--_..--~.-.z-.c_
19 Lancaster Avenue
Enola,PA 17025
,.
PA
I""
IlIII
-
......
Cumberland......... 17..0 ~"="=..
1IIllTHEII'I_lFinl.__~
PAnn~hnrn
6-24-97
-
[""
DUllOlOIlAl A
NoD
MRT.. 0IIlIr..- -........10_. ilia
noIlaU1Jng....~_gioaoI..FMTI.
I :
DUllOlOIl AlACONSIQuENCE Of):
-
DUllOlOIl AI Aco.EOUENCE Of):
-1llIl'DI'IY"-S _0fI DEAI'H
____10 ~
CClMPUTION OfICAUIlI - -
Of'DlEAlH7
- 0 ........~
_0 NoD - 0 CouId...ba_
DII1E 0fI1NJURY
~.llay. -
TlUE 0fI WJUIIY
INJURY R WOIIK7 DEICIlIllE HOW INJURY ClCCIRWll.
-.
-""10-*...,,,,,,,
'--I'HY_{Ph-~_o/____ian"'''""""",*,_ana_'''231
......-.."".............---.....-.,----.................................................... .
ZI.
o
o
o PlACEOI'lNJUIlv.Al_....m._.~_ lot.
IlI-.g. Me. lSpac:jy\
...
... 0 NoD
~I/~J/'" I
~.4
'---Y<<lCEllTlP't_-~_"__ond~lO_o/_1
......-.."".............--.....-.-.--.--.....-.,----.........................
:M.
lj'
ii
c ,.__________-.......-.................,""-.<M...."-....-'...'... .1..
HI05H05 REV 9-H6
This is to certify that the information here given is correctly copied from an original. certificate of death duly filed with me as
.Local Rl:!gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
",':'," .:..:....,.-'.:.
....-::.......'.....,-.:.......:. ;.........,..:...:..........
. '., .' ,... , .' .
. ' . - . " '...
.. - . .. ," ...
'- .--- -....
.."'" -, ."".. '...
...' .. - - . . . ..
' "', , .... . . .-
/.":".,'-"':"""'. . - ::......::........
'.. ..... "......
. ""'-..., .. .
:':'-':".':-::"", '.....'.,........:,;.:.
. -...... - -,", ,-,
..,............-. ...,..,.........
.....-'.' .'."- ,-....,.........,-........
. .. -- -, ......
..,.:..:......:.::.:....:: .::.-:",-:;::.-';,..;
. -, .... . ...... ....
::.........-......:::.............:;..':.:.:: ....:::.'...:::.::.....................;:..:
Fee for thiscet~iticate~-$-z;60
No.
...2187
-",
Date
COMMONWEALTH OF PENNSVLVAN'A · DEPARTJ,fl!NT OF HEALTH. VITAL ReCORDS
CERTIFICATE OF DEATH
h~,:,j kI"W'i '." '- ~'~(d
trRE'FlLEN........'" ","":,,'>:~_.'4W f".J~,'r~' 1/
_O#DECEllE (f".-.LMI)
I.
AOE(lU~ UNIlEIlI YEAR
MonII1o llayo
Marsha J. 'isher
HounI
8lR1'Ill't.ACl \CiIy '-P' 'i>"
HiP'Erl&~'i, ^
7. Fa
FACIl.tI'Y NAIoIE Of ""'........ gI,. "'Ind"""'l*l
19 Lanca,sterAve,~,Enola,
-
..
52vlS.
._COUNtY
..
DEAfH
1II
-..
Cumberlan:i
NT' USUAl. ClCCUMl'1Oii
- ~"'=:~~=:r
-Ita. Clerical .
1lICIOENT., MAIUNQ ADOAUs lSIrMI. Cllvnown. SlaID. ZIp Co>>)
: 19 Lancaster Ave
Enola, pa 17025
II. _
FArHEIl'S -IF". Modele. LMI)
II. . Morris P. Kautz
1lNF<lflMAHT's - (T\'WPrinIl
~ ' Jacob K. Fisher
. &unoC~O .---__0
~ DanalIonO 0IIlw~
"'I..
_lM4e_"'~by
=----
-...uac:AUM (FinoI
_.. c:ondition
_-.gin_l_
.-:....'
:~...-
"" any,1aIlcIng 10 1m-.
=-.-_INO
~~=in;My
~r_.gin_)LUT
E
DUE 10\011 AS ACONSEOuENCE OF):
-*lANAUlOPSV WEllE AUlOPSV~s MANNE" O#DEArH
~fIEIIFOAMED7 _LA8l.E PllIOR 10 ~
COMPlETION OF CAUSE
- OF IIEA7H7 -..
. ~ 0
- 0 No _0 No 0 - 0
PAn! Of' ''WRV I
(MonIh. D.v. llMI)
Homlcld.
"-ndIng ',--ion
Could nol"'-"'_
o
o
OM.
PlACE 0# IN.IURY ..-._.1....._ ~.....
~ ....lSl*Iy)
31M.
... -.
~(Chacll onIyor1ll) ,
.QIl1VlYINOIIHYIlClAN~~_..___ p/1yIiciInhu____.....23) ,", ;,.,),
Tv...-..""~.___IO...~__.._..................................................~
....-_ANDc:eIrnP'tINOlIHYIlClAN~bcJit,Ilf<l'l<>UIlC:i__oe<1iIyinglO_cl_1 ,.,. .c';
Tv..._..""...........__....._. -.-........__lOlh..8IIM(..__..--.... ",..:.,...............
a
'IIIDICAL IlCAMINEIlICOIIONIR
Onu.._ oI----..~.-....-n.In..,........__"...atu..It_.4ate._P...... _......IIllI......_
.......,......6.. ..6. .6... .... .6. 6... '..6. 6.................... ......... ........ ..... .... .... ......., ..... ....f ."
11.. "
RE 'lIl1101U1rullE AND
bL/.tJ /1/ I
Olhar -
lSPoCM 0
.....'
pa
-
L.." ~j ~.~~~l~":::~~'_~.~' '.1;
I===-
I.... -......
I
I
I
... q .' V'"j",' ~?\;, HoB"'"
""""., ........~ID-.llul
. ; lllIl ...~_......IWITI.
~"-,:".' 4
Ii,.,.I"....".. '~"1
~ ,</
lHJUAY 111 V<<lJIII<t
_0".';;'0
M.
IqZbl-t
.l2UI2
THIS DEED is made the ~ day of April, 1994,
BET WEE N
PNC BANK, NATIONAL ASSOCIATION, successor by merger to CCNB Bank,
N.A., formerly known as Cumberland County National Bank and Trust
Company, a national banking corporation ("Grantor"),
AND
JACOB K. FISHER and MARSHA J. FISHER, husband and wife as tenants
by the entirety (as to an undivided one-half interest) and 6USAN
M. GARMAN (as to an undivided one-half interest) as joint tenants
with the right of survivorship ("Grantee"):
WIT N E SSE T H
That the Grantor in consideration of Eight Thousand six Hundred
Fifty and No/lOO Dollars ($6,650.00) paid by the Grantee to the
{
Grantor, the receipt whereof is hereby acknowledged, does hereby
grant and convey unto the Grantee:
ALL THA~ CERTAIN tract of land with the building and
improvements thereon erected, situate in East Pennsboro
Township, Cumberland county, Pennsylvania, bounded and
described, as follo~s:
BEGINNING at a point on the westerly line of Lancaster
Avenue, which point is 276 teet North of the northwesterly
corner of Huntington and Lancaster Avenues; thence in a line
at right angles to Lancaster Avenue, North 83 degrees 30
minutes West 167.5 feet to a point on the easterly line of
the 15 feet wide unopened alley; thence along same, North 06
degrees 30 minutes East 50 teet to a point; thence in a line
at right angles to Lancaster Avenue, South 83 degrees 30
minutes East and through the center at a partition wall
167.5 teet to a point on the westerly line of Lancaster
COOk 104 'lCf1157
Avenue aforesaid; thence along same, South 06 degrees 30
minutes West 50 feet to a point, the place of BEGINNING.
BEING improved with a two and one-half story frame dwelling
known as Lancaster Avenue.
BEING the southerly ong-half throughout of Lot No. 9 and the
northerly one-half throughout of Lot No. 10, Block B, in
Plan of Lots of West Enola, recorded in the office of the
Recorder of Deeds for Cumberland County, pennsylvania in
Plan Book No.1, Page 29.
BEING Parcel No.2 of a Blanket Deed, Group IV, which
J. S. Gleason, Jr., Administrator of Veterans' Affairs,
by deed dated July 22, 1964 and recorded with the
cumberland County Recorder of Deeds Office in Deed Book
L, Volume 21, Page 241, granted and conveyed unto
Cumberland county National Bank and Trust Company,
whose name changed to CCNB Bank, N.A., now known as PNC
Bank, National Association, successor by merger, the
Grantor herein.
}
UNDER AND SUBJECT, nevertheless, to all easements,
restrictions, encumbrances and other matters of record
or that a physical inspection or survey of the premises
would reveal.
Grantor hereby covenants and agrees that Grantor will
warrant SPECIALLY the property hereby conveyed.
IN WITNESS WHEREOF, the GrEmtor has caused this Deed to be
duly executed as of the day and year first written above.
ATTEST:
GRANTOR:
PNC BANK, NATIONAL ASSOCIATION,
successor by merger to CCNB Bank,
N.A., formerly known as Cumberland
County National Bank & Trust
Company
BY_~
Name: R. A. Babula
Ti tl e: Vice President
eOOK 104 pmH~
.
COMMONWEALTH OF PENNSYLVANIA
55:
COUNTY OF
CUMBERLAND
On this, the
4th day of
Kay
, 1994, before me, A
Notary Public, the undersigned officer, personally appeared
R. A. Uuouln
who acknowledgedl~s.lf to be the
of PNC Bank National Association, a banking
Vice Preaident
association, and that ~ as such officer, being authorized to
do so, executed the foregoing instrument for the purpose therein
contained by signing the name of the banking association by
Her sel r as such of ricer.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
~1V~
Nqtary Publ it: -
_.. SoB
_"-So/Io. N<QyPWc
:"r1.';>,'"~f-=~,~
........ ~....,.,iV"""""""ot
My Commission Expires:
(SEAL)
.
.....::: S;1.I '.'
~ PI ~v
~ ~n~
-c ~! ~ I.~~
UI ~ ~:::l
~.., ;)1 ."
::D 0 C) ,....,
::3 c>"" ,-;)
r=:. l..' f....
(3) ::. ~~ :-:;,
4:J. -;: ~ ."0.1
rv "
p.
~oox 104 rUEU69
.
CERTIfICATION Of ADDRESS
I hereby certify that the precise residence of the Grantee
herein is:
19 Lancaster Avenue
Enola, PA 17025
~
Attorney or Agent for Grantee
R. A~ Babula, Vice Pres1denr
PNC Bank, M,A.
CO~ONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
}
RECORDED in the Office of the Recorder of Deeds in and for said
County in Record Book~. page7~.
WITNESS my hand and official seal this ~ _____ day of
~\}
. 1994.
~;?~
Recorder of eeds
0'<799
ga~a
~L..,II.A V.I
!!.~~a
?
r".."~FilFil~
'1~!;lt;;:ig
li?~~~
~i::'i=l_
~~i1.'1
~ 1'1
ili' ='
~- .-. n
., ~ i
= ~ ~
n 7.' "
~ ;? ~ ., g
'" ~ 1
". C" "'- i:i
~ ~
~ ~ " ~
'"
."
= :f
~ tit
-,
~.
=
i
~OOK 104 fAtEUftQ ~ ~, ~ I' t: to ~. ::::
8~~g t~Dl~g:~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B060 1
HARRISBURG, PA 17128-0601
REV-1162 EXI11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SUSAN M GARMAN
19 LANCASTER AVENUE
ENOLA, PA 17025
-.-----~ fold
ESTATE INFORMATION: SSN: 207-22-1471
FILE NUMBER: 2199-0001
DECEDENT NAME: FISHER JACOB K
DATE OF PAYMENT: 11/14/2007
POSTMARK DATE: 11/14/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 06/23/1997
NO. CD 008971
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,826.39
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,826.39
REMARKS: RECEIPT GIVEN TO ATTY
CHECK# 18274
INITIALS: JA
RECEIVED BY:
SEAL
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 1712B-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SUSAN M GARMAN
19 LANCASTER AVENUE
ENOLA, PA 17025
____nn fold
ESTATE INFORMATION: SSN: 207-22-1471
FILE NUMBER: 2199-0001
DECEDENT NAME: FISHER JACOB K
DATE OF PAYMENT: 11/14/2007
POSTMARK DATE: 11/14/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 06/23/1997
NO. CD 008972
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6.32
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$6.32
REMARKS: RECEIPT GIVEN TO A TTY
CHECK# 71408
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*
DATE 02-18-2008
ESTATE OF FISHER JACOB K
DATE OF DEATH 06-23-1997
FILE NUMBER 21 99-0001
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-18-2008
( See reverse side under Objections)
Amount Remittedl ~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FISHER JACOB K FILE NO. 21 99-0001 ACN 101 DATE 02-18-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
-..... '1 'J
{. {-
!"'::: 11: '~:, i
(-~
'~
P DANIEL ALTLANDBSQ
CALDWELL & KEARNS
3631 N FRONT ST
HBG PA 17110
REV-15~7 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
18,928.50
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
18,928.50
(9)
(10)
415.00
.00
(11 )
(12)
(13)
411;.00
18,513.50
.00
18,513.50
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
(14)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
11-14-2007
11-14-2007
02-11-2008
Net Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
CD008972
CD008971
SBADJUST
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
721.90-
.00
(15)
(16)
.00 X 00 =
18,513.50 X 06 =
.00 X 00 =
.00 X 15 =
(19)=
.00
1,110.81
.00
.00
1,110.81
AMOUNT PAID
6.32
1,826.39
.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,110.81
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
..-
.
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)