HomeMy WebLinkAbout12-06-88 (2)
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.,y" C;MMONWEALMNNSYLVANIA
DEPARTMENT Of REVENUE
IUIlAU Of IXAMlNATION
P.O. BOX 8327
HARRISBURG, PA 17105
DECEDENT'S NAME (LAST, fiRST, AND MIDDLE INITIAL)
ID- \43- 1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FilED IN DUPLICATE
WITH REGISTER OF WillS)
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CRAIG, LESTER
SOCIAL SECURITY NUMBER
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FILE NUMBER 21-78-10 I
DECEDENT'S ADDRESS
Cou
R. D. 2, Box 47
Shippensburg, PA
l.lumberland
17257
204-01-1
01. Original Return
04. Life Estate
1]1 2. Supplemental Return
o 4a. Future Interest Compromise
03. Remainder Return
o 5. Federal Estate Tax
Return Requi...d
_8. Total Number of safe deposit boxes
06. Dececlent died testate 0 7. Decedent maintained a living trust
(Attach of Will) (Attach co of trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD IE DIRECTED TO:
NAME ADDRESS
Forest N. M ers
TELEPHONE NUMBER
(7 17)532-9046
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1. Real Estate (Schedule A) ( 1)
2. Stocks and Bonds (Schedule B) ( 2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule D) ( 4)
5. Cash" Bank D!lPosits & Miscellaneous Personal Property( 5)
(Scnedule E)
6. Jointly Owned Property (Schedule F) ( 6)
7. Transfers (Schedule G) (Schedule L) ( 7)
8. Total Grass Assets (total lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9)
Expenses (ScheCIule H)
10. Debts, Mortgage Liabilities, Liens (Schedule I) (10)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
U. Net Value subject to tax (line 12 minus line 13)
15. Amount of line 14 taxable at 6% rate
(include values from Schedule K or Schedule M)
16. Amount of line 14 taxable at 15% rate
(include values from Schedule K or Schedule M)
17. Prindpal tax due (add tax from line 15 plus tax from line 16)
9974 Molly Pitcher Highway, Box 2
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Shi $'8 STAT~
CITY
-0-
-0-
-0-
-0-
9,192.60
-0-
-0-
( 8)
3,403.50
-0-
(11)
(12)
(13)
(14)
5 .789. 10
)( .06 .
7
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9 , 192 .60
3.403.50
5,789,10
-0-
5,789.10
347.35
-0-
347 .35
-0-
-0-
+,
19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT.
A. OCheck here if you are requesting a refund of your overpayment.
20. If line 17 is greater than line 18, enter the difference on line 20. This is the.ALANCE DUE. (20)
A. Enter the interest on the balance due on line 20A. (20A)
B. Enter the total of line 20 and 20A on line 20B. (20B)
Make Check PayaWe to: Reg'ster of Wills, A,ent 347 . 35
...E SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
Under penalties of perjury, 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. I declare that all real estote has been reported at true market value. Declaration of preparer other than the personal representative is
based on all in . n of which rer has any knowledge. R. D. 6, Box 137
· Shi ensbur PA 17257 11/29/88
ADDRESS DATE
(15)
(16)
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18. Total Prior payments:
Amount Paid
Discount
)( .15 .
(17)
Interest
(18)
(19)
SIGNATURE Of PREPARER OTHER THAN REPRESENTATIVE
Box 2
t/
347 .35
-0-
-0-
11/29/88
DATE
REV-15G8 EX+ (70413)
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COMMON~ALTH OF PENNSYLVANIA
.INH~RITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LESTER \J. uRAIG
(All property Jolntly-owned with the Right of Survlvonhlp muet be dbcloMd on Schedule "P")
SCHEDULE uEu
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
FILE NUMBER
21-78-101
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
2.
Funds from \Jlass Action Suit
Sale of personal property
li,192.60
2,000.00
TOTAL (Also enter on line 5, Recapitulation)
.
9,192.60
(If more If)eCe I' needed INert eddltlonel thMtl of .me tin)
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SCHEDULE uJu
BENEFICIARI ES
.
GOMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT PECEDENT
ESTATE OF
LESTER v. vRAIG
FILE NUMBER
21-78-101
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequests:
1. Mary Jean vraig Wife 100%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Govemm..tat Bequerts
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also en1Br on line 13, Recapitulation) $
(If more ~ I. nMded 1MM't eddltlonallhMtll of ..me 1Ize)
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COMMONWEALTH OF PENNSYLVANIA
DE~RTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B060 1 ..
HARRISBURG, PA '712Bu.l60' DATE
ESTATE OF ~IG LESTER C FILE NO. 21 78-0101
DATE OF DEATH 12-17-77 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT".
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NOTICE OF INHERITANCE TAX ACN
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS. AND ASSESSMENT OF TAX
101
REV-1547 EX (12-88)
REMIT PAYMENT TO:
FOREST N MYERS ESQ
BOX 2
9974 MOLLY PITCHER HY
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
I Amount Rem;..d
CUT ALONG THIS LINE
----------------------------------------------------------------------.
:a- RETAIN LOWER PORTION FOR YOUR RECORDS --
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED - SEE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 1 SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) ( 1)
2. Stocks and Bonds (Schedule B) ( 2)
3. Closely Held Stock/Partnership Interest (Schedule C) ( 3)
4. Mortgages/Notes Receivable (Schedule D) ( 4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5)
6. Jointly Owned Property (Schedule F) ( 6)
7. Transfers (Schedule G) ( 7)
8. Total Assets
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( 8)
2,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/ Administrative Costs/Miscellaneous
Expenses (Schedule H) ( 9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1 OJ .00
1 1. Total Deductions (1 1)
12. Net Value of Tax Return (12)
1 3. Charitable/Governmental Bequests (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE: If an asseSSMent was tssued prevtously, ltnes 14, 15 and/or 18 and 17 wtll
reflect ftgures that tnclude the total of ~ returns assessect to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate
1 6. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
.00
2,000.00
.00
.00
(15)
(16)
.00
.00
X.06=
X.15=
(17)
.00
.00
.00
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
12-06-88
402214
.00
347.35
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST TOTAL DUE 347. 35CR
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CRl. NO PAYMENT IS REQUIRED)
347.35CR
.00
\:(AXES taLI..
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INHERITANCE TAX
EXPLANATION OF CHANGES
Craig
FILE NO. 2178-0101"-
101-02
ACN
EXPLANATION OF CHANGES
covered under the old No Vault Act and ia t.x exe.pt.
debts va. received on the original return.
debts were credited to this return.
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PAGE
. TAX EXAMINER:
France- Krill