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Home My WebLink About95-0153 r REV-•1547 EX AFP (12-941 COMMONNEALTH 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 05-15-95 ESTATE OF S K NETH S FILE N0. Z1 94-ales DATE OF DEATH 11-27-94 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 T0: DAVID H STONE PO BOX E NEW CUMBERLAND PA 17070 Amount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS t ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-94) NOTICE OF 'INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHAFFER KENNETH S FILE N0. 21 95-0153 ACN 101 DATE 05-15-95 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stooks and Bonds (Schsdul• Bl 3. Closely Held Stock/Partnership Interest (Sehedul• C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schsdul• E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Sehedul• I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Sehedul• Jl 14. Net Value of Estat• Sub,iect to Tax REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 (1) .00 (2) .00 (3) .00 (4) .00 (5) .00 (6) .00 (7) 63,966.16 (8) 63,966.16 (9) 9,739.00 (lo) .00 (11) 9.739.00 (12) 54,227.16 (13) .00 (14) 54,227.16 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat' 16. Amount of Line 14 taxebl• at Lineal/Class A rat' 17. Amount of Line 14 taxable at Collateral/Class B rat' 18. Principal Tax Due TAX CREDITS: (15) 54,227.16 X .03= 1,626.81 (16) . 00 X .06. .00 (18) 1,626.81 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-l AMOUNT PAID 02-24-95 AA022867 73.84 1,402.97 PAYMENT MUST BE MADE BY 08-28-95*. TOTAL TAX CREDIT 1,476.81 BALANCE OF TAX DUE 150.00 INTEREST .00 TOTAL DUE 150.00 * 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 REV-Id70 EX (6-88( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENT'S NAME FILE NUMBER Kenneth S. Shaffer 2195-0153 101 TAX EXAMINER: Sheila RIeT?onnell PAGE ~~~. REV-i~00 E + (11-9 y CO~N10NwEAlTH OF PENNSYLVANIA v DEPARTMENTAF REVENUE DEPT. 280601 HARRISBURG, PA 1 71 28-060 1 s ~ ~ R DATES OF DEATN AFTER 12/31191 CHEtK HI INHERITANCE TAX RET 1F A sROUSAI. RESIDENT DECEDENT PoveRTY CREDIT is cu-IMED ^ (TO BE FILED IN DUPLICATE FILE NUMBER WITH REGISTER OF WILLS) couNTY cope ~ YEAR ~ Nur~l ~r w ~ HAFFER, KENNETH S. 510 E. Coover St. V OCIA ECURITY NUMBER DAT OF DEATH DATE OF BIRTH Mechanicsburg, PA 17055 ~ ~ ~-22-5775 1-27-94 04-13-29 county Cumberland ~ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return Y Q ~ (for dates of death prior to 12-13-. u~,~ ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax x~® U I (for dates of death after 12-12-82) Return Required =~~ i ~ 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Bo; I (Attach copy of Will) (Attach copy of Trust) r;LL C RRE5PO-VDENCIc AND:GONFIGENTIAL TAX INFO)HViA'f i~N SH#?IJLD •~ i}tlfE[TED TO: I 'NAME MPLETE MAILING ADDRESS w z ~ ~ I avid H. Stone, Esquire Stone LaFaver & Stone O Z IT EPHONE NUMBER p,0. Box E ~' a ~ 717, 774-7435 New Cumberland, PA 17070 1. Real Estate (Schedule A) z O t- Q W I 2. Stocks and Bonds (Schedule B) (2) j 3. Closely Held Stock/Partnership Interest (Schedule C) (3) ~ / / / ~ 4. Mortgages and Notes Receivable (Schedule D) (4) (~ 5. Cash, Bank Deposits & Miscellaneous Personal Property( 5) ~ (Schedule E) 6. Jointly Owned Property {Schedule F) (6) ~ ~Q~~j~ /~ U~ ~~ ~~ 7. Transfers (Schedule G) (Schedule L) ( 6 6 ~ I 8. Total Gross Assets (total lines 1-7) ~ (g) 60 r~~''° • 1 V 9~~y 9. Funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) i ~ ~ 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) ~ _ n n 9~-~9' ~° 11. Total Deductions (total lines 9 & 10) (11) ~ f ~ 12. Net Value of Estate (line 8 minus line 11) (12) ~ ~`~¢07~~ I' 13. Charitable and Governmental Bequests {Schedule J) ~' (13) . 00 ~ ?7 2 2 7 ~ 16 ~¢ ~'~ /~ 4 9 ~ ~ 14. Net Value Subject to Tax (line 12 minus line 13) , v a • ~i? ~ 15. Amount of line 14 taxable at 6% rate (15) 4 9 • 2~ x I l '~~ ],.~-~$1 ( nc ude values from Schedule K or Schedule M.) '~'~ WldO /Ue?!~-~/ 16. Amount of line 14 taxable at 15% rate (16) x .15 = . 00 ~ ~ {include values from Schedule K or Schedule M.) f~y~~,~~ t ~ ~ 17. Principal tax due (Add tax from line 15 and from line 16.) (17) 1, 4~ 18. Credits Spousal Poverty Credit Prior Payments Discount Interest + + 73.84 _ (18) 73.84 `,~j i 19. (f line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) x Q ~ ~^ ~' f 20. If line 17 is greoter than line 18, enter the difference on line 20. This is the TAX DUE. l (20) ~., 4 0 2 .~'~ l A. Enter the interest on the balance due on line 20A. (20A) ~ B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. i (20B) 1, 4 0 2 . 9 7 Make Check Payable to: Register of Wills, Agent S'.ON :REVERSE"~IDE:AND l'O ;tt~CHE~IC MATf# ~'4r' accompanying schedules and statements, and to the best of my knowledge and belie at true market value. Declarotion of preparer other than the personal representative DATE DATE ~ +~-~ BE SLIRE:TO ANSWER ALL QUES Jnder penalties cf penury, 1 declare that I have examined this return, ina it is true, correct and complete. I declare that all real estate has been rep based en all information of which oreoarer h~~ ~~., 4~~WL,a.,e i 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 receiving 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 MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~ Y ~ C'~l "3 ,_- _ .. . -:' . i CY] ~= _ ~ ~+ _ ~va ~ m tl7 ~ ~ ~~ R~%•1510 EX~+ (7.83) COMMONWEALTH OF PENNSYLVANIA SCHEDULE "G" INHERITANCE TAX RETURN RESIDENT DECEDENT TRANSFERS Kenneth S. Shaffer rn~s scn lelvu~le musT sle cvMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIO NS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM NUMBER DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE OF ASSET DECD. % DOLLAR VALUE OF DECEDENT'S INT. INTEREST 1. York Federal Savings & Loan Assoc Acct. No. 110-030277 IRA Acct. naming Phyllis S. Shafer bene. t , / F , (//r -~ •i !r ~~ Princ. $63,657.73 '1, ,~J! ` Int. 308.43 $63,966.16 ~ 3,000 $60,9 .1 ~~100~ ,' ~ 60,9 6 r" ~, _.;'° t~ ~ c.. ~~ F k ~~ ~ y ~~ ' /~ TOTAL (Also enter on (ins 7 Recapitulation) $ 6 0 , 9 6 6.16 (If more space is needed insert additional sheep of same size.) REV-1511 E7(a (7-B81 ' ~:; ~k. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Kenneth S. Shaffer ITEM DESCRIfyT101~1 AMOUNT NUMBER A. Funeral Expenses: ~. Parthemore Funeral Home-funeral expenses 2. Rolling Green Cem.-opening of grave 3. Rolling Green Cem.- 4. Reception dinner B. ~ Administrative Costs: 1. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Stone LaFaver & Stone 3. Family Exemption Claimant Phyllis S. Shaff~elationship wife Address of Claimant t,d cedent's death ~_ .w.....~..,a.~.,. ~....~w..,~.,~~.~..,.~.,_,~_~^. .._.._~w.....a..n...ry..._._~.~ St~er~ddress 510 East Coover St. ~^ewM~~~~~"~"~~., ~Lity Mechanicsburg, -State PA Zip Code 1705 4. C. 1 2 3 4 5 6 7. 8. Probate Fees filing Inheritance Tax Return Miscellaneous Expenses: Closing expenses $6,777.00 655.00 1,467.00 65.00 650.00 25.00 100.00 ~ ~3y.~ TOTAL (Also enter on line 9, Recapitulation) $ 11 , 7 9 . 0 0 (If more space is needed, insert additional sheets of same size.) REV~i51~ EX+ 12~87~ ~ ' ~ ~~~~`~ SCHEDULE J COMMONWEALTH OF PEN NSYWANIA ~~• ~- BENEFICIARIES INNERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kenneth S. Shaffer FILE NUMBER NUMBER NAME AND ADDRESS OF BENEFICIARY ~ ~ RELATIONSHIP ~ AMOUNT OR I SHARE OF ESTATE ~ A. Taxable Bequests: i 1• ; Phyllis S. Shaffer i 510 E. Coover St., Mechanicsburg, PA 17055 I wife 100 Only beneficiary named. See Schedule " I I I i i I G" ITEM NUMBEP, j j NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: AMOUNT OR SHARE OF ESTATE 1. I NONE I I I T OTAL CHARITABLE AND GOVERNME NTAL BEQUESTS (Also enter on line 13, Recapitulation) $ NONE (If more space is needed, insert additional sheets of same size)