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HomeMy WebLinkAbout95-0106REV-1547 EX AFP C1Z-R4) COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF R~VcNUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. tso6ol OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG, PA 17128-0601 AGN 101 DATE 04-24-95 ESTATE OF LUCAS GENEVIEVE E FILE NO. 21 95-0106 DATE OF DEATE~ 12-17-94 COUNTY CUMBERLAND NOTE: TO INS4IRE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE 70 "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: J ROBERT STAUFFER ATTY MARKET SQUARE BLDG 1 W MAIN ST MECHANICSBURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 amount Remitted CUT ALONG TF9IS LINE P RETAIN LOWER PORTION FOR YOUR RECORDS ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-94) NOTICE OF INi~€RITANCE TAX APPRAISEFiENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LUCAS GENEVIEVE E FILE N0. 21 95-0106 ACN 101 DATE 04-24-95 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATIOPJ CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. Raal Estate CSchedule A) 2. Stoe(cs and Bonds (Schedule 8) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Sank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND. EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Nat Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Not Value of Estate Subject to Tax (1) .00 (2) .00 (3) .00 (4) .00 (5) 1 , 000.00 c67 20 , 774.42 (7) .00 (8) 21 , 774.42 (9) 75.00 (lo) .00 (11) 7~_ 00 (12) 7.1,699.42 (13) . 00 (14) 21,699.42 NOTE: if an assessment was issued Isreviously, lines 14, 15 andior 16, i7 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Lina 14 at Spousal rate (15) • 00 X . 03_ . 00 16. Amount of Line 14 taxable at Lineal/Class A rata (16) 21, 699.42 X . 06. 1, 301 .96 17. Amount of Lins 14 taxable at Collstarel/Class B rate (17) •00 X .15. .00 18. Principal Tax Due (lg) 1 , 301 .96 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID 02-08-95 AA02281I 65.10 1,236.87 TOTAL TAX CREDIT 1,301.97 BALANCE OF TAX DUE .O1CR INTERE .00 TOTAL DUE .O1CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT•' (CR), YOU MAY SE DUE A REFUND. SEE REVERSE SIDE OF T(iIS FORM FOR INSTRUCTIONS.) REV-1547 EX AFP (12-94) CONMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG, PA 17128-0601 ACN 101 DATE 04-24-95 ESTATE OF UC G I FILE N0. Z1 95-0106 DATE OF DEATH 12-17-94 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO ''REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: J ROBERT STAUFFER ATTY MARKET SQUARE BLDG 1 W MAIN ST MECHANICSBURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Amount Re~nittsd CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS t ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-94) NOTICE OF INHERITANCE TAX APPRAISEi~ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LUCAS GENEVIEVE E FILE N0. 21 95-0106 ACN 101 DATE 04-24-95 TAX RETURN WAS: (Xl ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. Real Estate (.Schedul• A) 2. Stocks and Bonds (Schedul• 8) 3. Closely Held Stock/Partnership Interest (Schedul• C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedul• E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedul• G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ade. Costs/Misc. Expenses (Schedul• H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governe~ental Bequests (Schedule J) 14. Net Value of Estat• Subject to Tax (1) .00 (2) .00 (3) .00 (4) .00 (5) 1 , 000.00 (6) 20 , 774.42 (7) .00 ($) 21, 774.42 (9) 75.00 (lo) .00 (11) 75.00 (12) 21, 699.42 (13) . 00 (14) 21, 699.42 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17 and i8 will reflect t'igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat' (151 . 0 0 X . 0 3_ . 0 0 16. Amount of Line 14 taxable at Lineal/Class A rats (16) 21,699.42 X .06. 1,301.96 17. Amount of Line 14 taxable at Collateral/Class B rat' (17) .00 X .15. .00 18. Principal Tax Due (lg) 1 , 301.96 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 02-08-95 AA022811 65.10 1,236.87 TOTAL TAX CREDIT 1,301.97 BALANCE OF TAX DUE .O1CR INTEREST .00 TOTAL DUE .O1CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 1 r 1. Real Estate (Schedule A) (1) Q ~ 00 ~ 2. Stocks and Bonds (Schedule B) (2) 0 ~ QQ -`T-~ :.:- .-. 3. Closely Held Stock/Partnership Interest (Schedule C) (3) _ 0 ~ 00 , 4. Mortgages and Notes Receivable (Schedule D) (4) ne On ~' -- 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ~- s 000.00 ~ ll. (Schedule E) `- REV-1500 EX+ (7.9a) ~, '~ ~~ ~ ~" - - - INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12131191 CHECK HE1 IFASPOUSAL ^ RESIDENT D POVERTY CREDIT IS CLAIMED •. - ECEDENT FILE NUMBER t COMMONWEALTH OF PENNSYLYANIA DEPARTMENT OF REVENUE (TO BE FILED IN DUPLICATE ~ ~ ~~ ~~~ DEPT. 290601 HARRISBURG, PA 17128.0601 WITH REGISTER OF WILLS ~ COUNTY CODE YEAR NUMBS DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS LUCAS, Genevieve E. 901). Apple Drive W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH 1'Ze rihan3.CSburg, PA 17055 W 161-~31~-0264 12/17/94 3/22/10 count Cumberland D IIF APPLICABI.fI SURVIVING SPOUSE'S NAf1E (LAST, FIRST AND MIDDLE INITIAL( SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) ~ ® 1. Original Return ^ 2. Su lemental Return pp ^ 3. Remainder Return se a Y w~~+ °° ^ 4. Limited Estate (for dates of death prior to 12-13-8 ^ 4a. •Future Interest Compromise ^ 5. Federal Estate Tax Return Required ~ ~ ~ m (For dates of death after 12-12-82) a ^ b. Decedent Died Testate (Attach copy of Will) ^ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Trust) ALL _C_OftR~SPONCkNC~ j4ND CONFIDENtIAL TAX IN1~OI~MA1'ION, S r~ U TO_i;= . ~;"' `>- . d uy'J W a:o NAME J. Robert Stauffer, Atty. COMPLETE MAILING ADDRES Ma ke~ r Sq Bldg. 1~~ V~ TELEPHONE NUMBER t T T 1 VUe.St 1'~~. t• ;;~~ ~'rc, C1~ ' 1 6b-96 Mechanicsbj~, P1~ 17,~5~ z 0 t- d W c z 0 r d 0 ~- b. Jointly Owned Property (Schedule F) (b) 20, 7? I , 7. Transfers (Schedule G) (Schedule L) (7) n n n 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 75 • 00 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 0.00 1 1. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests (Schedule 1) 14. Net Value Subject to Tax (line 12 minus Line 13) ~(1(l~i:-~'7~R 15. SpousGl Transfers (for dates of death aher b-30-94) i ;~ _.7 '..7r1 C.'Z u ~; ~:~._ .~ _.-- ~~= ~_ ;3 to (B) 21s77~-•42 (11) _ 75.00 (12) 21, b99.42 (13) 0.00 (14) 21, 699.42 See Instructions for Applicable Percentage on Reverse (15) ~- - b. QO x,_= __ __~QeQ(Z Side. (Include values from Schedule K or Schedule M.) Ib. Amount of Line 14 taxable at b% rate (16) 21, 699.,(.2 x .Ob = 1 s ~Ol. e96 (Include values from Schedule K or Schedule M.) - - 17. Amount of Line 14 taxable at 15% rate (17) n ..~X .15 = _ ©e (~Q (Include values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Lines 15, 16 and 17.) 19. Credits Spousal PovertyQCre~li~ Prior Payments Discount Interest • U + 0.00 ,} 6 •0 _ 0.00 20. If Line 19 is greater than line 18, enter the difference on Line 20. This is the OVERPAYMENT. ~^ 1. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21A. B. Enter the total of Line 21 and 21A on Line 218. This is the BALANCE DUE. Make Check Payabls to: Register of Wills, Agent (,B) 1,301.96 1191 - 6 .09 (20) 0.00 (21) - 1, 2 6.87 (21 A) 0.0 0 „ ~ i ~ ~.) ~E''SuRE Z7 ANS `Att' © 5- N~ ~1- 'R ~N Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESSnQ4 Ap~1 e ]~r3.ve Iviechanicsbur PA 1 0 _ SI AT R 'ARE ~ ~EPRES~AT~E, ADDRESSf,Zarket . SQuare Bldg. _ _ , >f my knowledge and belie le personal representative ~~ DATE I~%% DAiE~ Z~-J`9ti Act 4'4i of 1994 iaEOVides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rats as prescribed by the statute will be: • 3% (.AS) wi{{ be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.8B) wil{ be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1% (.81) wi{I be applieable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spsusa+{ transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ~,~) IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: 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 reversionary interest; or ................................................................................... d. receive the promise for life of either payments, benefits or care$ ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982, did decedent transfer property within one year of death without recervmg adequate consideration$ ..........:...:.................................................................................... 3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, -YOU MAST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. f , REV-1508 FX+ (4-87) `\ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY CaiAlt yr FILE I CsEI~dL+'~TI ~ E E. LUCAS (All proporty jointlyowned with the Right of Survivorship must bo disclosed on Schedule Fj ITEM DESCRIPTION NUMBER - 1. 1937 Oldsmobile "Cutlass" automobile, sold to Suzette Beamer for X1,000.00. Please Print or VALUE AT DATE OF DEATH 1,000.00 TOTAL (Also enter on line 5, Recapitulation) I $ 1, 000.00 (Attach additional Sys" x 11" sheets if more space is needed.) REV-1509 E%+ (@-8B) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER GENEVIE'VE E. LUCAS Joint tenant(s): NAME ADDRESS RELATIONSHIP T6~ DECEDENT A• A~Tarilyn E. Shireman 901.4. Apple Drive Daughter Mechanicsburg, PA 17055 B. e. Jointly-owned property: ITEM NUMBE LETTER FOR JOINT TENANT DATE JOAINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S % INT. DOLLAR VALUE OF DECEDENT'S INTEREST ~• A:a 1/1/ PiJC Bank, N. A., Check- 1979 ing Account rdo. 50_ 2 . A . 2/,3/ 70082067. $ PNC Bank Id. A Savin s 2,159.27 5~ $ 1,079.6. 1983 , . , g Account Ala. 50-3012- ob71. 39, 389.56 5~ 19, 69..78 1 TOTAL (Also enter on line 6, Recapitulation) I $ 2 Q, 7 7~, ~ 1~.2 (ff more space is needed insert additional sheets of same size) REV-1511 E%+ (7.BB) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES GEI~12s'VIFVE E. LUCAS ITEM NUMBER A• Funeral Expenses: 1. DESCRIPTION Please Print or B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees ~'« Robert Stauffer, Esq., preparing Pennsylvania Inheritance Tax Return. 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death • Street Address Clty State Zip Code 4. Probate Fees C. Miscellaneous Expenses: ~. Register of Wills, filing Pennsylvania Inheritance Tax Return. 2. 3. 4. 5. 6. 7. 8. , TOTAL (Also enter on line 9, Recapitulation) I $ AMOUNT $ 50.00 25.00 75.00 (If more space is needed, insert additional sheets of same size.) ~ • # r REV~1513 E%+ (287( Y' SCHEDULE J COMMON'NEALTH OF PENNSYLVANIA BENEFICIARIES INIiFRITANCE TAX RETURN RESIDENT DECEDENT tJlAlt VF GET3EVIEVE E. 'LUCAS ITEM NUMBER NAME AND ADDRE55 OF BENEFICIARY A. Taxable Bequests: ~• T•'IARILYN E. SiiIRET~IAIV 94Z). Apple Drive T~Zeehanicsburg, PA 17055 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1. FILE NUMBER RELATIONSHIP AMOUNT OR SHARE OF ESTATE Daughter Entire Estate as reported herein. AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) I$ (If more space is needed, insert additional sheets of same size) ,,~~ c_a'`. ~; ~; ; -; z„ :.~= r~ w