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Home My WebLink About95-0225500'75021 REK1500 EX+ 17-94) ' ~, ~ ~ t_c ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG, PA 67128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS] FOR DATES OF DEATH AFTER 1 Z/ "191 CHECK HERE IF A sPOUSAL POVERTY CREDIT IS CLAIMED n a 1 - 9.~ p IUNTY CODE vFeQ Rud Clarence c. 1705:~,etch~orth Road Z SOCIAL SECURITY NUMBER DATE OF DEATH DATE .OF BIRTH W ° 207-07-4758 12/24/94 2/27/1903 Camp Dill; PA 17011 W " c,~n, Cumberland ° QF APiLICAlLE) SURVIVING S-OUSE'S NA/•1E (UST, FIRST AND MIDDLE INITIAL( SOCIAL SECURITY NUMBER euni wr ee~mven m« ~........~_._.. _. "' ~ a rn ®1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return =oo ~+ ^ 4. limited Estate ^ 4a. Future Interest Compromise f (for dates of death prior to 12-13-82) ^ 5. federal Estate Tax Return Re uir d ~m c ( or dates of death after 12-12-82) ^ 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust q e ~ B T (Attach copy of Will) (Attach copy of Trust) . otal Number of Safe De osit Boxes - P ~ sZ _ Austin F. Gro an, Es uire .. COMPLETE M I A 24 N 32 d S ~ = v ~ TELEPHONE NUMBER . n t re - ~7 717 737-1956 Camp H 111, PA ~~ 7 011 ,,_; _.~ 1. Real Estate (Schedule A) (1) _~ -=r- jj 2. Stocks and Bonds (Schedule B) (2) T ~ `°`- ~ 3. Closely Held Stock/Partnership Interest (Schedule C) (3) ~l V 4. Mortgages and Notes Receivable (Schedule D) (4) - - a 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) __ 2 5.00 `} `" C) Z (Schedule E) =~ ~ - 5 6. Jointly Owned Property (Schedule F) (6) ~. 1 .746 43 ~. 1 ~ 7. Transfers (Schedule G) (Schedule L) (7) 8 5 , $ 4 5 , 2 0 c 8. Total Gross Assets (total Lines 1-7) (8) ~ 7 , 616.6 3 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 6 1 Expenses (Schedule H) - ~ ~ ~~ ~ 10 D bt M ~ . e s, ortgage Liabilities, Liens (Schedule I) (10 11. Total Deductions (total Lines 9 8 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) ~-' 9~,siia~ (12) ~~ 13. Charitable and Governmental Bequests (Schedule J) , (13) 14. Net Value Subject to Tax (line 12 minus Line 13) - (14) ~4,,~~',~~,~ 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on Reverse (15) Side. (Include values from Schedule K or Schedule'M.) x __ ,, 16. Amount of line 14 taxable at 6% rate (Include values from Schedule K or Schedule M.) (16) ,~ ,, a ~ ~ , `"~ X .06 . ~i~'3 "j'6 ~ 17. Amount of Line 14 taxable at 15% rate (17) z° (Include values from Schedule K or Schedule M.) x .15 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (1B) d ~ 19. Credits Spousal Poverty Credit Prior Payments Discount Interest o v + $277.60 _ + 277.60 (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) ~ 5 , 274.56 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 she BALANCE DUE. (21A) (21B) Make Cbe k P bl 5~~'~t ax Under penalties of perjury, 1 ded~ it is true, correct and complete. I e based on all information of which thatall deal a tote hlas base reported atctrue maarke9valuea DeclaraHontof preparerdotheh er has any knowledge. _ 24 N. 32nd Street, Camp H1_ti,P c aya a fo: Regisfer of Wills, Agent ~t my knowledge and belief, ~e personal representative is DATE 0~0 .l DATE ~/~ a/5.~ REKisov IX+ pz.ep I COMMONWEALTH Of PENNSYLVANIA INHERITANCE 7AX RETURN RESIDENT DECEDENT OF Rudy, Clarence C. Joint tenan!(sj: NAME A. Carole J. Patterson B. C. Jointly-owned property: UMBER _ ~. ~> ~•. ADDRESS RELATIONSHIP TO DECEDENT 1705 Letchworth Road daughter Camp Hill, PA 17011 L ITEM NUMBE FpRR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S 96 INT. DOLLAR VALUE OF DECEDENT'S INTEREST ~ ' A PNC Bank Account ,` 23,492.86 50% 11,746.43 TOTAL (Also enter on line 6, Reccpitulationj I $ 1 1 , 746 43 (If more space rs needed insert addrfronal sheefs of same size) SCHEDULE F JOINTLY-OWNED PROPERTY REK1508 EX+ (2.8n SCHEDULE E CASH, BANK DEPOSITS AND _ COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS - IN RERSI~D NTEDE~EDE~NTURN PERSONAL PROPERTY Please Print or CCTATe /tee _ Rud Clarence J. - - ~-_~: (All property lointly-owned with the Right of Survivorship must M diselowd on Sehedub F) ITEM NUMBER DESCRIPTION VALUE AT .DATE OF DEATH 1. Personal belongings given to the nursing home 25.00 ,~ TOTAL (Also enter on line 5, Recapitulation) $ (Attach additional 8'r4" x 11" sheets if more space is needed.) ~.I .~ • REY.IS11 E%+ p.ee) ALTN OF PENNSYLVANIA ANCE TAX RETURN IENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES B. C. A• Funeral Expenses: ~• Parthemore Funeral Home Rud Clarence C. ITEM - NUMBER DESCRIPTION 2. 3. 4. 1. 2. 3. 4. 5. 6. 7. 8. Administrative Costs: Personal Representative Commissions Social Security NLmber of Personal Representative: Year Commissions paid Attorney Fees - Austin F. Grogan, Esquire Family Exemption Claimant Carole J. Pattersq~lationship Daughter Address of Claimant at decedent's death Street Address 1705_ Letchworth Road Pleas~.Print or Type 3ER - f:. ~ F' ~: {~ AMOUNT I City Camp Hi 11 State PA Zip Code 17011 Probate Fees Miscellaneous Expenses: Copies, notary fees, postage Final medical bills Final Income Tax Return Register.~of Wills - Filing Fee 11,528.04 500.00 2 , 000.00 .~' 30.00 957.57 50.00 15.00 TOTAL (Also enter on line 9, Recapitulation) v $~„8.~' . 6 r .... r REV.151~ E%+ (bB7J '~ SCHEDULE .1 COMMONWEALTH OF PENNSYLVANIA B E N E F i C!A R I ES INNERITANCE TAX RETURN - RESIDENT DECEDENT ESTATE OF FILE NUMBER Rudy, Clarence J. ~ ~:, , ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: ~. Carole J. Patterson daughter 100% 1705 Letchworth Road Camp Hill, PA 17011 ITEM NUMBER NAME AND ADDRESS OF BENEF1ClARY B. Charitable and Governmental Bequests: 1. AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) $ (If more space is needed, insert additional streets of same size) s REV•IS10 EX+ (2.87 COIvIMONWEAITN OF PET` A SCHEDULE G 'TRANSFERS PLEASE PRINT OR TYPE xua Clarence C. THIS SCHEDULE MUST 8E COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTY DECD. DOLLAR VALUE NUMBER Include name of the transferee, their relationship to decedent, date of transfer. EXCLUSION 70TAL VALUE o~ OF DECEDENT'S OF ASSET INT. INTEREST 1 Family home located at 1705 N/A 5,845.20 100 85,845.20 Letchworth Road, Camp Hill _ PA 17011, Cumberland County Transferee: Carole Patterson daughter Date of Transfer: 2-14-94 TOTAL (Also enter on line 7, Recapitulation) $ $ 5 8 4 5 . 2 0 (If more space is needed, insert additionoi sheep of same size.) ~' r 317 THIRD STREET NEW CUMBERLAND, PENNSYLVANIA 17070® __ ____ LAST WILL AND TESTAr~ OF ~,:. CI~,R~TCE C . RUDY - I, CLI.4IZIIVC~ C. RUDY, of Lower Allen Township, Cuclber]~,d ~~~,~ Pennsylvania, being of sound mind, memory and tmderstanding, do hereby make, publish and. declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. I. I direct that my Executrix hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. All the rest, residue and remainder of my estate, whether real, sersonal or mixed, and wheresoever situate, I hereby give, devise and bequeath mto my wife, MARY B. RUDY, if she survives me by a period of thirty days. If cry said wife does not survive me by a period of thirty days, then this gift to Ter shall be divested and I then give, devise and bequeath m3' entire estate unt ry daughter, CAROLS J. PATTERSON. III. LAW OFFICES N F. LAFAy ER 7 THIRD 3TRE[T CUMSERLANO, PA. If neither my wife, MARY B. RUDy, nor my daughter, CAROLS J. PATTERS( survive me by a period of thirty days, then I hereby give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or 1711XPd, and wheresoever situate, unto my niece, PATRICIA S. I~MPF. IV. I hereby narn;nate, constitute and appoint my wife, MARY B. RUDY as i•XPcutrix of this , my Last Will and Testament. If the said Mary B. Rudy should >redecease me, fail to gva,lify or cease to act as such, then I n~ninate, Page one of two Pages itute and appoint my daughter, CAROIE J. PATTERSON, as Executrix. If the said Mary B. Rudy and Carole J. Patterson should predecease me, fail t. or cease to act as such, then I nominate, constitute and appoint J. K~1PF as Executor. V. No fiduciary acting tinder this Will shall be rear' ed to post band in this jurisdiction or in any jurisdiction in which he may act. IN WITNESS WHEREOF, I, CLARENC~E C. RUDY, the Testator, have unto this Last Will and Testament, set my hand and seal this ~ ~~ day of January, D., 1983. (SEA] SIGNED, SEAI~D, PUBLISHED and IIECLARED by CLARENCE C. RUDY, the abo~ (named Testator, as and for his Last Will and Testament, in the presence of us have hereunto subscribed o~ x~es as witnesses at his request, in the LAW OFFICES JON F. LAFAVER 917 THIRD STREET NEW CUMBER LAND, PA. presence of the said Testator and of each other. Page two of two Pages •r REV-1547 EX AFP (12-94) CO'NMONNEALTH OF PENNSYLVANIA ACN 101 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 Inza-oeol DATE 06-06-95 ESTATE OF FILE N0. - DATE OF DEATH 12-24-94 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: AUSTIN F GROGAN ESQ REGISTER OF WILLS 24 N 32ND ST CUMBERLAND CO COURT HOUSE CAMP HILL PA 17011 CARLISLE, PA 17013 Amount Reeittsd 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 RUDY CLARENCE C FILE N0. 21 95-0225 ACN 101 DATE 06-06-95 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 Estat• (Schedule A] 2. Stooks and Bonds (Schedule Bl 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Miae. Personsl Property (Sehedul• El 6. Jointly Owned Property (Schedule F) 7.. Transfers (ScF-edul• G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Valw of Tax Return 13. Charitable/Governaental Bequests (Sehedul• J) 14. Net Value of Estste Subject to Tax (1) .00 (2) .00 (3) .00 (4) .00 (5) 25.00 (6) 11.746.43 (7) 85.845.20 (B) 97,616.63 (5) 3,105.61 (io) .00 (11) 3.1D~_61 (12) 94,511.02 (13) .00 (14) 94,511.02 NOTE: if an assessment was issued previouaiy, lines 14, 15 andior 16, 17 and 18 will re•f'lect figures that include tht total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X .0 3_ .00 16. Amount of Line 14 taxsbl• at lineal/Class A rata (16) 94,511.02 X .06. 5,670.66 17. Amount of Line 14 taxable at Collateral/Class B rate (17) •00 X .1 5. .00 18. Principal Tax Due (ig) 5, 670 .66 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) -21-95 AA02294 PAYMENT MUST BE MADE BY 09-25-95~(. * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 5,552.17 BALANCE OF TAX DUE 118.49 INTEREST .00 TOTAL DUE 118.49 ( IF TOTAL DUE IS LESS THAN O1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR), YOU MAY SE DUE r REV-1170 E% 16.881 COMMONWEALTH OF PENNSYLVANIA 9EPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME Clarence C. 2udy INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2195-0225 ACN 1 C11