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HomeMy WebLinkAbout03-0494Joel O. Sechrist Attorney at Law 568 Old York Road Etters PA 17319 Telephone 717 938-3396 Facsimile 717 938-9613 June 17,2003 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 RE: Ralph R. Bachman To Whom It May Concern: Enclosed are two copies of the Pennsylvania Inheritance Tax Return in regard to Ralph R. Bachman who died July 4, 2002. Mr. Bachman was a resident of Mechanicsburg. No estate has been opened in this matter. Also enclosed is a check in the amount of $503.79, made payable to Register of Wills, Agent, representing the Pennsylvania Inheritance Tax which is due and check in the amount of$15.00 for filing of the Inheritance Tax Return. Thank you very much for your assistance in this matter, and if you have any questions, please contact me. JOS:lm PC: Susan L. Prescott Very truly yours, REV-1500 EX CQMM©NWEALTH QF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128~0601 I--- Z ILl LLJ .c~O0 < Z z Rev-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bachman, Ralph R. DATE OF DEATH (MM-DD-YEAR) IDATE OF BIRTH (MM-DD-YEAR) 05-15-1918 07-04-2002 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received OFFICIAL USE ONLY ~iL'F~'~Ji~'~;;~ .............................................................. County Code Year Number ISOCIAL SECURITY NUMBER 716-09-5533 THIS RETURN MUST BE FILED IN DUPLICATE WITH REGISTER OF WILLS SOCIAL SECURITY NUMBER  2. Supplemental Return J___~3. Remainder Return (date of death prior to 12- 4a. Future Interest Comprise (date of death after 12-12-82) L.J5. Federal Estate Tax Return Required 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes 10. Spousal Poverty Credit (date of death between t2-3~-9~ and ~-t-gS) [--'--] 11. Election to tax under Sec. 9113(A) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME I COMPLETE MAILING ADDRESS Susan L. Prescott Ic/o Joel O. Sechrist, Esquire ~568 Old York Road l Etters PA 17319 FIRM NAME (If Applicable) TELEPHONE NUMBER 717 938-3396 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (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) ~'-~ Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, 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/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES .? ~0.ooi $o.o0 j $o.00 $2~,581.75i $51249.21 $0.00 (8) $6,580.81 (11) (12) (13) (14) OFFIC,~[~,,, S E ONLY $32,830.96 $21.749.3~ $11,081.63 $0.00 $11,081.63 $15,168.52 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at cellateral rate 19. Tax Due 20. ~ $11,081.63 x (15) x .045 (16) x .12 (17) x .15 (18) (19) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < $0.00 $498.67 $0.00 $0.00 $498.67 Decede~t's Complete Address: ..,STREET ADDRESS 10 Lois Lane CITY Mechanicsburg ISTATE PA IZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest $5.12 E. Penalty Total Interest/Penalty (D + E) (3) 4.If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Une 20 to request a refund (4) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BAJ_ANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT $498.67 $0.0~ $5,12 $503.79 $5O3.79 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ~ b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate cons deration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which No contains a beneficiary designation? ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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. Declaration of preparer other than theJ~_rsonal representative is based on all the information of which preparer has any knowledge. SIGNA URE OF PERSO ~-Po~"~ LE FO I RETURN DATE AI~DRESS 68 RESS ~ ~ ~68 ~l;SySork Road, Etters PA 17319 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 3% [72 P.S. §9116 (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 0% [72 P.S. §9116 (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 0% [72 P.S. §9116(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 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(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. REV-1508 EX + (1-97)() COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bachman, Ralph R. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 22- Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1981 Mobile Home located at 10 Lois Lane, Mechanicsburg, Pennsylvania, sold on March 1, 2003 VALUE AT DATE OF1919DEATH $19,000.00 Personal Property sold at auction 2001 Chevrolet Cavalier automobile $481.75 $8,100.00 TOTAL (Also enter on line 5, Recapitulation $27,581.75 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1-.97)(I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bachman, Ralph R. SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 22- If an asset was made joint within one ' SURVIVING JOINT TENANT(S) NAME A. Susan PrescoE JOINTLY-OWNED PROPERTY: fear of the decedent's date of death, it must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT 35 Cedar Drive, York Haven, PA daughter Lt= ~ ~ ~-R DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number, DATE OF DEATH NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET DECD'S VALUE OF INTEREST DECEDENT'S INTEREST 1. A. 11/2/93 Savings Account - Waypoint Bank $700.30 50.0% $350.15 2. A. 1/9/01 Checking Account- Waypoint Bank $9,798.11 50-0°/ $4,899.06 TOTAL (Also enter on line 6, Recapitulation) $5,249.21 (If more .sn2c~ i~ n¢¢clCH ine~-I. ~,.,I.4;.~;..~, _~.__._ -z .L onal sheets of the same size) COMN1ONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bachman, Ralph R. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 22- Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. Parthemore Funeral Home 2. Flowers 3. Geo's Restaurant - funeral meal 4. Woodlawn Memorial Gardens DESCRIPTION AMOUNT $4,688.00 $159.OO $181.81 $1,242.00 5. 6. 7. COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees State Zip ister of Wills - File Return $295.00 $15.00 TOTAL (Also enter on line 9, Recapitulation $6,580.81 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (1-97)(1/ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bachman, Ralph R. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Manor Care Nursing Home 3. 4. 5. 6. 7. 8. 9. 10. 11. Tim Keller - maintenance of mobile home until sale Jeff Watson - repairs to mobile home Zimmerman Plumbing - repairs to mobile home Shipley Humble - fuel oil SAC Oil Co. - fuel oil K-Mart - "For Sale" sign Kathryn Fetrow - Real Estate Taxes Stonemill Management - Lot rent until sale PPL - Electric Service until sale Chevy Chase Bank - Balance of Car Loan Kevin Pratt - Snow removal TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT $2,217.00 $512.65 $160.00 $2,995.O0 $217.35 $353.75 $5.12 $110.68 $2,297.72 $169.71 $6,074.54 $55.00 $15,168.52 RE¥-'T513 EX +'~9-00)) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bachman, Ralph R. SCHEDULE J eENEFICIARIES FILE NUMBER 22- NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Susan Prescott 35 Cedar Drive York Haven PA 17370 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) :laughter AMOUNT OR SHARE OF ESTATE ;NTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET ~BLE DISTRIBUTIONS: ~ A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 100% CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE- $0.00 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURg, PA 17128-0601 REV-ZS~3 EX AFP C09-O0) ZNFORHATZON NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 02156891 DATE 09-05-2002 SUSAN PRESCOTT 55 CEDAR DR YORK HAVEN PA 17570 TYPE OF ACCOUNT EST. OF RALPH BACHMAN [] SAVINGS S.S. NO. 716-09-5555 [] CHECKTNG DATE OF DEATH 07-0q-2002 [] TRUST COUNTY CUMBERLAND [] CERTTF. RENTT PAYHENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NAYPOZNT BANK has provided the Department wlth the information listed below which has been used in calculating the Potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/banefic/ary of this account. If you feel this information is incorrect, please obtain written correction fram the financial institution, attach a copy to this fora and return Jt to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by ceiling (7173 COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 52111qQq57 Data 11-02-1995 To insure proper credit to your account, too Established (2) copies of this notice oust accompany your Account: Balance 700.50 payment to the Register of Wills. Hake check payable to: "Register of Hills, Agent". Percent Taxable X 50 . O 0 0 Amount Subject to Tax 350.15 NOTE: If tax payments are made within three (3) months of the decedent's date of death, Tax Rate X .15 you may deduct a SZ discount of the tax due. Any inheritance tax due wilI became delinquent Potential Tax Due 52.52 nine [9) months after the '"=La of death. PART TAXPAYER RESPONSE A. [] The above information and tax due is correct. 1. You may choose to re. it payment to the Register of NiIls with two copies of this notice to obtain CHECK] ONE BLOCK ONLY PART TAX LTNE a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedant's representative. C. []The above information is incorrect and/or debts and deductions were paid by you. You must complete PART []and/or PART []below. If you indicate a different ~ax rate, please state your relationship to decedent: RETURN - COMPUTATION OF TAX ON dOINT/TRUST ACCOUNTS i. Date Established i 2. Account Balance 2 $, Percent Taxable q. Amount Subject to Tax ~. Debts and Deductions 6. Amount Taxable 6 7. Tax Rate 7 B. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAZM~:q PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under penalties of perjury, I declare ~hat the facts I have reported above are true, correct and complete to the best of ay knowledge and belief. HOME ( ) TAXPAYER SIGNATURE WORK C TELEPHONE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. ZBDB01 HARRISBURg, PA l?lZB-0601 INFORMATION NOTZCE AND TAXPAYER RESPONSE FILE NO. 21 ACN 02136890 DATE 09-05-2002 SUSAN PRESCOTT 35 CEDAR DR YORK HAVEN PA 17370 TYPE OF ACCOUNT EST. OF RALPH BACHMAN [] SAVINGS S.S. NO. 716-09-5553 [] CHECKING DATE OF DEATH 07-0fi-2002 [] TRUST COUNTY CUMBERLAND [] CERTIF. REHIT PAYMENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NAYPOINT BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint oener/beneficiary of this account. If you feel this information is incorrect, please obtain written correction free the financial institution, attach a copy te this fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Comaoneealth of Pennsylvania. Questions may be ansaered Oy calling (717) 787-&327. COMPLETE PART I BELON x x x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. q100019232 Date 01-09-2001 PART Established Account Balance 9,798. ! 1 Percent Taxable X 50 . 000 Amount Subject to Tax q,899.06 Tax Rata X . 15 Potential Tax Due 73q.86 To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Mills. Hake check Payable to: "Register of Mills, Agent". NOTE: If tax payments are made within three (~) months of the decedent's date of death~ you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. CHECK ONE BLOCK ONLY A. ~ The above information and tax due is correct. 1. You may choose to remit payment to the Register of Mills with two copies of this notice to obtain a discount or avoid interest~ or you amy check box "A" and return this notice to the Register of Mills and an official assessment will be issued by the PA Department of Revenue. B. ~ The above asset has been or mill be reported end tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PAYEE PART DATE PAID DEBTS AND DEDUCTIONS CLAZME~ ~ DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under penalties of perjury, I declare that the facts I have reported above ara true~ correct and complete to the best of my knowledge and belief. HOME ( ) WORK c ) TCI CDwnMc MIIM~CD - ~ PART If you indicate a different tax rate, please state your ~--~ relationship to decadent: TAX RETURN - COMPUTATION OF TAX ON dOZNT/TRUST ACCOUNTS LINE 1. Data Established 2. Account Balance 2 $. Percent Taxable 3 X o,, Amount Subject to Tax $. Debts and Deductions $ - 6. Amount Taxable 6 7. Tax Rata 7 X 8. Tax Due 8 2003 LANCASTER P4 .1 '~' ~. ~i:: ¥~.. JUN 17 200'~., LA:'".',, TO: Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OO27O1 SECHRIST JOEL O, ESQ. 568 OLD YORK ROAD ETTERS, PA 17319 ........ fold ESTATE INFORMATION: SSN: 716-09-5533 FILE NUMBER: 2103-0494 DECEDENT NAME: BACHMAN RALPH R DATE OF PAYMENT: 06/18/2003 POSTMARK DATE: 06/1 7/2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/04/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $503.79 REMARKS: TOTAL AMOUNT PAID: JOEL O SECHRIST ESQUIRE $503.79 SEAL CHECK# 2602 INITIALS' JA RECEIVED BY.' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDTVZDUAL TAXES TNHERTTANCE TAX DTVI'SZON DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX JOEL 0 SECHRZST 568 OLD YORK RD ETTERS '03 JUL 28 ,9:22 DATE ESTATE OF DATE OF DEATH FZLE NUHBER COUNTY ACN REV-ISCi7 EX AFP 07-28-2003 BACHHAN RALPH R 07-04-2005 21 03-0494 CUHBERLAND 101 HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REG/STER OF NZLLS CUHBERLAND CO COURT HOUSE CARLZSLE, PA 17013 CUT ALONG THZS LZNE I1~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03} NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF BACHHAN RALPH R FZLE NO. 21 03-0494 ACN 101 DATE 07-28-2003 TAX RETURN NAS: { X ) ACCEPTED AS F/LED { ) CHANGED RE$;-~¥ATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSR APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (SchaduZa 3. ClosaZy Held Stock/Partnersh/p Zntarast (Schedule C) (3) 4. Hortgagas/Notas Rece/vabla (Schedule D) (4) $. Cash/Bank Dapos/ts/N/sc. Personal Property (SchaduZa E) ($) 6. Jo/ntly O~nad Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Costs/H/sc. Expenses (Schedule H) (9) 10. Dabts/Hortgaga L/ab/1/t/as/L/ens (Schedule I) (10) 11. Total Deduct/ohs 27~581.75 5~249.21 .00 .00 NOTE: To /nsura proper .00 cred/t to your account, .00 suba/t the upper port/on .00 of th/s fora w/th your tax payaent. (8) 6,580.81 12. 13. 14. NOTE: ASSESSHENT OF TAX: 15. Amount of L/ne 14 at Spousal rata 16. Aaount of L/ne 14 taxable at Lineal/Class A rata 17. Aaount of L/ne 14 at S/bl/ng rata 18. Aaount of L/ne 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDZTS: PAYHENT KECETPT' ~ DATE NUHBER 06-17-2003 CD002701 15,168.52 (11) 32,830.96 21.749.3~ 11,081.63 D/SCOUNT (+) ZNTEREST/PEN PAZD (-) 24.93 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.) 498.67 AHOUNT PAZD 503.79 TOTAL TAX CREDZT BALANCE OF TAX DUE ZNi=KEST AND PEN. TOTAL DUE 528.72 30.05CR (15) .00 X O0 = .00 (16) 11,081.63 X 045= 498.67 (17) .00 X 12 = .00 (i].8) .00 x 15 = .00 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. Nat Value of Tax Return (12) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0 Nat Value of Estate Subject to Tax (14) 11,081.63 Tf an assessment Nas issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill reflect flgures that include the total of ALL returns assessed to date. RESERVATION: Estates of decedents dying an ar before December 1Z; 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Common#smith hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the taaful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECT[OHS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To ~ulfill tha requireeants of Section 2140 of the Inheritance end Estate Tax Act, Act Z~ of ZOO0. (7Z P.S. Section 9140). Detach fha top portion of this Notice and subait ~tth your payment to tha Register of Hills printed on tha reverse side. --Hake check or money order payable to: REGISTER OF #ILLS, AGENT A refund of a tax cradit, ahich UBS not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-IS15). Applications ara availubla at the Offlce of the Register of Nllls, any of the Z~ Revenue District Offices, or by ca111ng the speclal Z4-hour anseering service for forms ordering: 1-800-56Z-Z050; services for taxpayers aith speclal hearing and / or speaking needs: 1-800-447-5020 (TT only). Any party in interest not satisfied eith the appraisement, atloaanca, or diselloaance of deductions, or assessment of tax (including dlscount or interest) as sheen on thls Notice must object mithin sixty (60) days of receipt of this Notice by: --arittan protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171Ze-10Z1, OR --electian to have the matter detmralnad at audlt of the account of the parsonal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assesseant Reviaa Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 757-6505. See page 5 of the booklet "instructions for Inheritance Tax Return for a Resident Decedent" (REV-lBO1) for an explanation of administratively correctable errors. If any tax duo is paid within three (5) calendar months after the decadent's death, a five percent (BI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after tho end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in tho the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of daath, to the date of payment. Taxes which became dalinquant before January 1, 1982 bear interest at the rate of six (6Z) percent per annua calculated at a daily rate of .000164. A11 taxes which becama delinquent on end after* January 1, 1982 will bear interest at a rate which mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19aZ through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea__r Rate Factor Year Rate.. Factor 198Z ZOZ .000548 1987 9Z .000Z47 1999 7Z .O0019Z 1983 16Z .000438 1988-1991 llZ .000301 2000 8Z .OOOZ19 1984 IlZ .000301 199Z 9Z .000Z47 ZOO1 9Z .000Z47 1985 1SI .000356 1993-1994 7Z .00019Z 200Z 6Z .000164 1986 lOZ .000274 1995-1998 9X .000Z47 ZOOS 52 .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELZNGIUENT X DAZLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent ,111 reflect an interest calculation to fiftman (IS) days beyond the date of the assessment. Xf payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. %~ BUREAU OF ZNDTVZDUAL TAXES INHERZTANCE TAX DTVZSION DEPT. ZSO691 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP (01-OS) JOEL 0 SECHRIST 568 OLD YORK RD ETTERS PA 17519 DATE 11-24-2005 ESTATE OF BACHMAN DATE OF DEATH 07-04-2002 FZLE NUHDER 21 05-0494 COUNTY CUMBER LAND ACN 101 r Amount: Remi'l:'l:ed RALPH R HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper cred/~ ~o your account, submi~ ~he upper por~Lon of ~his form wi~h your ~ax payment. CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~x~ INHER'rTANCE TAX STATEMENT OF ACCOUNT ESTATE OF BACHHAN RALPH R FZLE NO. 21 05-0~94 ACN 101 DATE 11-24-2005 THZS STATEMENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELON ZS A SUMMARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLE, A PROJECTED ZNTEREST FZGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-28-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): ~98.67 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 06-17-2005 CDOOZ701 5.06- 505.79 IF PAXD AFTER THZS DATE, SEE REVERSE SZDE FOR CALCULATXON OF ADDZTIONAL 1NTEREST. ( ZF TOTAL OUE IS LESS THAN $1, NO PAYMENT 1S REQUZRED. XF TOTAL DUE 1S REFLECTED AS A 'CREDZT' (CR), TOTAL TAX CREDZT 498.75 BALANCE OF TAX DUE .06CR ZNTEREST AND PEN. .00 TOTAL DUE .06CR YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- Tf NON-RES[DENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVAN/A. REFUND (CR]: A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of PennsyLvania Inheritance and Estate Tax" (RE¥-1313). Applications are available at the Office of the Register of ~ills, any of the 23 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: l-BOO-qq7-3OZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB060I, Harrisburg, PA [7[ZB-0601, phone 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, [996, the first day after the and of the tax amnesty period. INTEREST: interest is charged beginning Nith first day of delinquency, ar nine (9) months and one ([) day free the date of death, to the data of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (BZ) percent par annum calculated at a daily rata of .O00[Bq. All taxes which became delinquent on and after January l, 198Z will bear interest at a rate Nhich Hill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Year Rate Factor Year The applicable interest rates for 1982 through 2003 are: Interest OaiZy Interest Daily Rate Factor Year Rate Factor 198Z ZOZ .O00S~B [987 9Z .O00Zq7 1999 7Z .O0019Z 1983 162 .000~38 1988-1991 llZ .000301 ZOOO 8Z .000219 198~ 1XZ .000301 199Z 92 .0002q7 ZOO1 92 .O00Zq7 1985 13Z .000356 1993-1994 7X ,O0019Z ZOOZ 6X .O0016fi 1986 lOX .OOOZ7~ 1995-1998 9Z .O00Zfi7 2003 SZ ,000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shoNn on the Notice, additional interest must be calculated. . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 NameofDecedent~Q L ~(\ \(fl ( Date ofDeath: 3/ 5!{)"V ;;{ GO ~ - 4OJ~ Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether admJ!ti~tion of the estate is complete: Yes 0 No !JY 2. If the answer is No, state when the personal rer~es~n!itVve reasonably believes that the administration will be complete: I 0 ill ct1\'::b "- - 3. [fthe answer to No. [ is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~---CS) ~e-s tllU.rA /V- Name R ~ I S- f\.\orli"\ r-nYi.T 6l-1 ~Qrm)b() (9 1';11 0 Address 117 'd6J.-US';; ~ Date: L)j;q/O\ Telephone No. Capacity: [jyersonal Representative El Counsel for personal representative vA