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Home My WebLink About95-0166 REV•1580 E~+ (7-9a1 r - ' ' '~ FOR DATES OF DEATH AFTER 12131f91 CHECK HEA INHERITANCE TAX RETURN IF A SPOUSAL O ' POVERTY CREDIT IS CLAIMED ,~ ";s RESIDENT DECEDENT FILE NUMBER CO MMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (TO BE FILED IN DUPLICATE ~' f ~ ( DEPT. zeoaol R WITH REGISTER OF WILLS) 21 95 o p HA RISBURG, PA 17128.0601 COUNTY CODE YEAR NUMBE ~~ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS TURNER ADA H 846 W. South Street W O SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle, PA 17013 W 165-24-0998 06-10-94 03-02-1894 c°unt Cumberland p (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LA ST, FIRST AND MIDDLE INITIAL( SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONSI ~ ® 1. Original Return ^ 2. Su lemental Return pp ^ 3. Remainder Return Y c Y ^ 4 Li it d E (for dotes of death prior to 12-13-8: =oo . m e state ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required ~ ¢ ~ m (for dates of death aher 12-12-82) a ^ b. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: uy'+ W NAME COMPLETE MAILING ADDRESS IRWIN McKNIGHT & HUGHES 60 West Pomfret STreet ~o TELEPHONE NUMBER Carlisle, PA 17013 717 249-2353 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 Deposits $ Miscellaneous Personal Property (5) 1 .838.67 _ (Schedule E) b. Jointly Owned Property (Schedule F) (b ) a ~ 7. Transfers (Schedule G) (Schedule L) (7 ) r•- d a 8. Total Gross Assets (total Lines 1-7) (8) 1 ? 838 • 67 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 621 7 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 8~ 10) (11) Fi21 -'~7 12. Net Value of Estate (Line 8 minus Line 11) (l2) 1 , 217.30 13. Charitable and Governmental Bequests (Schedule J) (13) 121.73 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1 , 095.57 15. Spousal Transfers (for dates of death after b-30.94) See Instructions for Applicable Percentage on Reverse (15) x._= Side. (Include values from Schedule K or Schedule M.) -- 16. Amount of Line 14 taxable at b% rate (16) 1 , 095.57 x .Ob = 65.73 (Inc ude values from Schedule K or Schedule M.) 17. Amount of line 14 taxable at 15% rate (17) X .15 = z (Include values from Schedule K or Schedule M ) p . 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (18) 19. Credits Spousal Poverty Credit Prior Payments Discount Interest v + + - (19) 20. If line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 65.73 A. Enter the interest on the balance due on Line 21A. (21A) B. Enter the total of Line 21 and 21A on Line 218. This is the BALANCE DUE. (21g) 65.73 Make Check Payable to: Register of Wills, Agent l l ~ ~ BE 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 stotements, and to the best of my knowledge and belief it is true, correct and complete. I eclara that all real estate has been reported of true market value. Declarotion of preparer other than the personal representative is based on all information of whit preparer has any knowledge. SIGNATU P N RESPONSIBLE OR F CitRETURN ADDRESS DATE ~ ,/ / `~ ~ `~ I ~~~~---~ 846 W. South Street Carlisle PA 17013 0 C'' ~ -95 SIGNATUR AR ROT R HAN EPRE ENTATIV ADDRESS DA E ~ 60 W. Pomfret Street Carlisle PA 17013 0~- Cr~(~ -95 Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.02j will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1% (.O1) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (r) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: X 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, ............... X c. retain a reversionary interest; or ................................................................................... X d. receive the promise for life of either payments, benefits or cared % ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding X 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 X adequate consideration$ ................................................................................................... 3. Did decedent own an 'in trust for'. bank account at his or her death ...................................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .-- ~ ra: f_' ,.= ~r, -- G.- ~. N 1 2 ~ '.'~~ .~ ='S w '__. ~ U u: t ~''~REV-1508 EX• (2-B') `~`'~` COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or ADA H. TURNER 21-95 (All prop~rfy jointly-owned with fhe Rioh} of Survivera6io must 6. diselet.d en Se6.du1. FI (Aftoch odditionol BS4" x il" shs~t~ if more •pocs is n~sdsd.) Riv-1511 E7(+ (7-88) ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ~...... .. yr ADA H. TURNER ITEM DESCRIPTION NUMBER A. Funeral Expenses: 1. Nissley Funeral Home 6 254.55 Less Balance in Core States 6,241.01 Account 200097371-5360846. 13.54 2. Funeral Luncheon -Gathering Place 3. Ms. Lady 4. Mr. Jamison B. Administrative Coats: 1. Personal Representative Commissions Sociol Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees IRWIN Mc KNIGHT & HUGHES 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees C• Miscellaneous Expenses: ~• Phone Expenses 6.03 + 5.48 2. 3. 4. 5. 6. 7. 8. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additionol sheets of same size.) Pbo~ Priet or 21-95 AMOUNT 13.54 296.32 25.00 25.00 250.00 11.51 621.37 'Rt'V X1513 E%t (2-87( COMMONWEALTH OF PENNSYLVANIA INNERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: ~• Messiah Village-Endowment Fund . 100 Mt. Allen Drive 57 Residual P. 0. Box 2015 Mechanicsburg, PA 17055-2015 2: Brethren In Christ Board of World Missions P. 0. Box 390 57 Residual Gratham, PA 17027 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, insert additional sheets of same size) ~~~n~c yr FILE NUMBER ADA H. TURNER ~t_as r' WILL OF ADA H. TURNER Upper Allen Township. TURNER, currently of Last Will I, ADA H' lvania, declare this to berm or hills and Pennsy any and all P Cumberland Countyhereby revoking and Testament, Codicils made by me. ust debts and funeral expenses be I, I direct that all mY 7 assets of my estate as soon as practicable after my paid from the demise. that may aid out of the II. I direct that allee famY deathnhshallnbe paxeas if said be assessed in consequenc the same effect eneral estate to all property principal of myexpenses of administration noa passing under taxes were estate whether or includable in my taxable this Will shall be free and clear thereof- estate, of my including property over III. All the rewhereverdusituaaeremainder o and bequeath as whatever nature anower of appointment, I devise which I hold a P follows: Five (5~) percent unto Messiah Village, p,, to be placed in it's Mechanicsburg, Pennsylvania, Endowment Fund; g, Five (5~) percent unto Brethren In Christ World Missions, Mount Joy, Pennsylvania, to Board f or be used as it sees best; ercent unto my daughter, Laura C, Ninety (90~) P er stirpes. T. Hoffman or her issue p I~,, I appoint my daughter, Laura T. Hoffman, Executrix of this my Will. V. I direct that no bond be required by my fiduciary for urisdiction. the faithful performance of her duties in any 7 ADA H. TURNER, herewith set my hand IN WITNESS WHEREOF~tYpewritten on two (2) sheets of paper to this my Last Will, (~L including the attestation clause and signatures of witnesses, th i s a ~ ''~` day of Q ~,.~--a ~ 19 8 9 •,~ / ~~ L~% J~ ~ ~'v~~lf1 57 (SEAL) ADA H. TURNER Signed. by ADA H. TURNER, by her declared to be her Will in our presence, who have hereunto subscribed our names as witnesses in her presence and at her request, this z7~' day of ~~~ /' /1'989 . ~.) ~ / .~ C,i.-E. ? ,e~~'-`u-~-~~ residing a t ~ ~,~~ ~~ t ~~ ). / / ~ // n i. ~/ ~ residing at ~ ~~,, ~., ~'~Z~.?~ ~~/~ -2- I~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~-~----~--~-~«--~'L WE, ADA H. TURNER, A~v~-mot `3. S:•~o ~z and -<<'~Tµ ~ <<.~;n_y the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she. signed willingly (or willingly directed another to sign for her?, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses and that to the best of our knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. G~~~, ~ 1~/ ~~s.~~ ~k / ADA H. TURNER ~~ ~ ~ ~. WITNESS/` ,~ / / i W I'PNE S S Subscribed, sworn or affirmed and acknowledged before me by ADA H. TURNER, the testatrix, r~ ~Ye~,~ a SL~-~~~~ and KE, ~ .. A. a~ ~~y , witnesses , this z ~'-` day of 9 ~ ,1989. -~ (SEAL) NOTARY PUBLI Notarial Seal Robert L. Fry, Notary Public Upper Allen Twp., Cumberland County My Commission Eapirss Aug. 19,1991 A!c- `er, Pennsylvania Assoration c1 Nofarios -3-