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HomeMy WebLinkAbout95-0223;~-aa-~~ 501 ~~~ v I soo i x + III .o I I FOR DATlS OF DEATH AFrE 1 CN[CK M[RE ~, 4~.a INHERITANCE TAX RETURN IroviRroTr~clAeE~IT la culMeo ^ ^' ~°~~'.'^ RESIDENT DECEDENT qt! N1JMSlR COMMONWEAITMOFPENNSYLVANIA (TO BE FILED IN DUPLICATE 21 95 0223 DEPARTMENT OF REVENUE WITH REGISTER OF WILLS DEPi.2B0601 MARRtSBURG, PA 17121).0601 COUNTY CODE YEAR NUMBER DE EDENT'S NAME IlAS ,FIR ,AND MIDDLE I I IA M tZ Best, Doris C.W. 20 Ridge Lane W S IAL SECURITY NUM ER A A - I Newv i 11 e , PA 17 2 41 c 464-18-8562 8/7.4%93 12/05/14 Cumberland ^ 3. Remainder Return W ®1. Original Return ^ 2. Supplemental Return Q„ s (for dates of death prior to 12-13.82) udu ^ 4. Limited Estate ^ 4a. Future Interest Compromia ^ 5. Federal Estate Tax =00 (For dates of death aFter 12-12-82) Return Required rJ d to ®6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes Q ____ _ ___ (Attach copy of Will) (Attach copy of Trust) ALL C()RttfSPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD bE DIRECTED TO: ( NAME :' C M E MAltl A SS W Richard L. Webber, Jr., squire 366 Green Spring Road ~ c P.O. Box 40 V O EL PM NE NUM! Newville, PA 17241-0040 °' 717 776-6566 .~ 1. Real Estate (Schedule A) (1) ~!~--~ 2. Stocks and Bonds (Schedule B) , , Z~ 18 , 5 4 6. 8 8 l x'/ 3. Closely Hsld Stock/Partnership Interest (St:Mdule C) { 3) 4. Mortgages and Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits 8 Miscellaneous Personal Property( Sr G (Schedule E) g 6. Jointly Owned Property (Schedule F) (6) ~ 7. Transfers (Schedule G) (Schedule L) (7) d 8. Total Gross Assets (total lines 1-7) ~ (8) 18 , 546.88 W 9. Funeral Expenses, Administrative Costs, Miscellaneous ( ~~ ~ 4 • 743.94 ar Expenses (Schedule H) r 10. Debts, Mortgage liabilities, liens (Schedule I) (10) I1. Total Deductions (total lines 9 ~ 10) (11) 12. Nst Value of Estate (line 8 minus line 11) (12) 13 r 802.94 13. Charitable and Governmental Bequests (Schedule J) ~~ (13) 14. Not Value Subject to Taz (line 12 minus line 13 (14) 13, 802.94 15. Amount of line 14 taxable at 696 rate (15) 13 , 8 0 2 . 9 4 x , s ~ 8 ~ R _ 1 f3 (Include values from Schedule K or Schedule M.) 16. Amount of line 14 taxable at 1596 rate (16) x .15 : Z (Include values from Schedule K or Schedule M.) Q 17. Principal tax due (Add taz from line 1 S and from line 16.) (17) 8 2 8.18 ~ 18. Credits Spousal Povstiy Credit Prior Payments ' Discount Interest ~ + + - (18) ~ 19. IF lino 18 is greater than line 17, enter the difference on line 19. This is the OVER'AYMENT. (19) Q ~"'~ ~~ t"' 20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE. (20) 8 2 8.18 A. Enter the interest on the balanu due on line 20A. (20A) 6 5 . 7 6 B, Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (20B) 893.94 Make Check Payable to: ReOlst4r of Willer ARent? __ _ ss- w-_BE_SU_RE_TO _ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH eMl4! ~dar penalties of porjury, I declare that I havo examined this return, including accompanying schsduls3 and stalsmenta, and to the best of my knowledge and bsliel, s true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of prsparer other than the personal representative is sect on all information of which preparer has any knowledge. ;NATURE N RESPONSIBLE fOR F I T R ADDR A ~,~ ~ - ' 20 R'd a Lane, Newville, PA 17241 '"~ ~t 1 ~h~'"' ,NA R f P ARER O H R HAN EP A IVE ADDR A R i c h a r ~ T . _ wA r T-, o ,- ,- ~ ti ti n ,...-, ...., c- ... _ . _ _ ., , ., ,. ... . - - PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (r) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer ond: 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 poyments, benefits or care? ....................... x 2. If death occurred on or.before December 12,' 1982, did decedent within two years x preceding death transfer property without receiving adequate consideration? If death occurred after`,~ecemb~r 12, 1982, did decedent transfer property within one year of ._ .. death''rthout •~eceivi~g~adequate consideration? ................................................. ~.._ 3. Did decedent ~vn an 'in trust for' bonk ueeount at his or her death? ...................... If THE ~-NSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU M4lST C©•NIPI,~cE SCHEDULE G AND BILE IT AS PART OF THE RETURN. .., RFV.ISO~ Ex. ~i-eel COMMONWEALTH OF T'CNNSYIV ANIA INHCRITANCF TAX RETURN RESIDENT DEUUtNT Doris C.W. Best SCHEDULE B STOCKS AND BONDS 1995-00223 (All property j ointly-owned with Right of Survivorship must be disclosed on Sc6~dule F.) _ _ ITEM DESCRIPTION vAOFEDEADFITE NUMBER __. 1• 35 shares of Southern California Edison Company 599.38 preferred stock C $17.125/share 2. 40 shares of Hillenbrand Industries, Inc. common 1,690.00 stock C~ $42.25/share 3. 198 shares of Norfolk Southern Corp. common 13,488.75 stock C $68.125/share 4. 30 shares of Armco Steel Corp. preferred stock 206.25 C $6.875/share 5. 60 shares of beneficial interest of PNB Mortgage 37.50 and Realty C $0.625/share 6. 100 shares of Commonwealth Edison Co. preferred 2,525.00 stock C $25.25/share TOTAL (Also sMsr on line 2. Reeaoituletienl I S i +a ` ~ n c o 0 eE'vlsn EX. peq SCHEDULE N ~.~:a n,.;l~:~ FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND COMMONWEALTH Of PENNSYLVANIA INHf RITANCE TAX Rf TURN MISCELLANEOUS EXPENSES please Print or Type RESIDENTDECEDENi ESTATE OF IL NUMBER Doris C. W. Best 1995-00223 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1• Frank Egger Funeral Home 1,425.00 B. Administrative Costs: 1. Personal Representative Commissions _ _ Sociol Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Richard L. Webber, Jr., Esquire 927.34 3. Family Exemption Claimant James W. Best Relationship spouse 2,000.00 Address of Claimant at decedent's death Street Address 20 Ridae Lane City Newville State P'~°' Zip Code 17241 d. Probate Fees Cumb. Co. Register of Wills 73.00 C. Miscellaneous Expenses: ~• Cumberland Law Journal - legal ad 40.00 2. Dept. of Health Vital Records - corrected death cert. 12.00 3• Valley Times-Star - legal ad 41.60 4. Stock transfer fee 225.00 5. 6. 7. 8. TOTAL (Also enter on line 9, Recapitulation) $ ,4 ; 743.94 ~ ,. ,t~lr. p.M ,,~• '~ SCNED'ULE J COIMfONw1~uN °t .eNNS~/YA.IU BENEFICIARIES INNI~III~NCI /I~i \IIUf111 1f IIDINI DIC(DINI OTE OF Doris C.W. Best FILE NUMBER 1995-00223 ITEM UMBER NAME AND ADDRESS OF sENEFICIARV RELATIONSHIF AMOUNT OR SHARE OF ESTATE A. Taraabb Rpwstr: 1. David W. Best, M.D. son 1/3 1101 First Colonial Road, Suite 400 Virginia Beach, VA 23454 2. Katherine B. Harris daughter 1/3 3811 Farmlington Drive Upper Arlington, OH 43220 3. Jonathan W. Best son 1/3 116 Way Road Middlefield, CT 06455 ITEM NAME AND ADDRESS Of E~ENEFICIARY NUMBER /. Cho~i{aibb and Govsrltwllsnlal ~~gwgs: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alto on1W on litf~ 1~, Rfxapitulation) ~1f Iwo-o sped {s wf~, MNr1 ~Irios>•1 shwts of solw~ sis~) AMOUNT OR SHARE Of ESTATE 5