HomeMy WebLinkAbout95-0238~,1 ' q ~l D~~g
This is to certify that the certificate hereunto attached is a true and accurate copy of the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General. Assembly, approved 29 June 1953, P.L.
304.
AUG 16.200T
Date
n,~T !~ FD QASE: 4-12-95rc
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PEIIYANEMT
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Fran eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
COMMONWEALTH OF PElN1SYLIIMNIA • DEPARTMENT OF HEALTH • VRAL RECOtiD3
CERTIFICATE OF DEATH
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'I~dCAI EIfAMwENCORONER
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REGISTRM'S SIGNRURE AND NUMBER _ ~ _ ~ _ DRE FlLEDIMOM.Oay. vearl
7]. ~~. ~°,~~s,~(,/ JJ~ 7.. ~ 991"'
~EV-1500 EXm (7-94)
HARRI
ALTH OF PENNSYLVANIA
KENT OF REVENUE
iEPT. 280601
JRG, PA 17128-0601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR DATES OF DEATH AFTER 12131191 CHECK HI
IF A SPOUSAL
POVERTY CREDIT IS CLAIMED. ^
rBB.C HUMBER
COUNTY CODE YEAR NUM!
Perry, Mary E. The Woods
W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Lisburn Road
W 381-03-3676 03-02-95 07-03-12 ~a p Hill, PA 17011
O (lf APPIIGABIE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDIE INITIAL) SOCIAL SECURITY NUMBER uUn AMAIINT RFfFIVFn IcCC Iwlcrel lrl
W
Y ¢ y [~ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return
v x x
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^ 4. Limited Estate ^ 4a. Future Interest Com romise
P
f (for dates of death prior to 12-13-F
^ 5. Federal Estate Tax Return Re
uired
v ~ is (
or dates of death aher 12-12-82)
[~ b. Decedent Died Testate ^ 7
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ece
ent
aintained a Living Trust
(Attach copy of Will) (Attach copy of Trust} ,~ 8. Total Number of Safe De osit Boxe
P
oZ COMPLETE MAILING ADD E S
Mark R. Parthemer, Esquire P.O. Box 741
~~ TELEPHONE NUMBER Harrisburg, PA 17108-0741
717 236-9377
1. Real Estate (Schedule A) (1) None
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Stock/Partnership Interest (Schedule C) (3) None
4. Mortgages and Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) NC1nP
Z (Schedule E)
0
b. Jointly Owned Property (Schedule F) (b) 4 5 , 415.0 5
~ 7. Transfers (Schedule G) (Schedule L) (7) None
a 8. Total Gross Assets (total Lines 1-7)
(8) 4 S ~ 41 5 [) 0
9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 9 r 9 6 4. 7 4 , ~ ~~ • q q
Expenses (Schedule H)
~y `'.
10. Debts, Mortgage Liabilities, Liens (Schedule I) (1Q) 9 6 0 . 2 7 a L3~•u
11. Total Deductions (total Lines 981 10)
(T 1) _1 fl
A 7 ~. (1 (1
12. Net Value of Estate (line 8 minus line 11) y
(1Y) 3 4 , 4 9 0.0 0 3(. 7G0 ~
,
T3. Charitable and Governmental Bequests (Schedule J) •
(13) TTnna
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 3 4 , 4 9 0. 0 0
15. Spousal Transfers (for dates of death after 6-30-94)
See Instructions for Applicable Percenta
e on R
1
g
everse (
5)
Side. (Include values from Schedule K or Schedule M
) x._= None
.
1 b. Amount of Line 14 taxable at 6% rate (16} 3 4 , 4 9 0.0 0
(Include values from Schedule K or Schedule M.) x .06 = 2 , 0 6 9.4 0 ~J ~5~ ~ f
17. Amount of Line 14 taxable at 15°k rate (17)
oz
(Include values from Schedule K or Schedule M.) X .15
a
~" 18. Principal lox due (Add tax from Lines 15, 16 and 17.)
~
19. Credits Spousal Poverty Credit P forpA,~L en
}fo
~
1354
n~O Interest
UUYU
v v UU (18)
+
+
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•
•
- (19) __ 2,100.00
x
ra- 20. If Line 19 is greater than Line 1 B, enter the difference on line 20. This is the OVERPAYMENT 3 0 • f) 0
. (20)
21. If line T8 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE.
(21)
A. Enter the interest on the balance due on Line 21A.
(21A)
~ B. Enter the total of line 21 and 21A on Line 216. This is the BALANCE DUE. (21 B)
Make Check Payable to: Register of Wills, Agsnt
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~~~•~BSURE'~T05ANSWER~ALL'~QI~,ES„ jrS ONtEVERSE SIbE AND'T@~
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Under penalties of perjury, I declare that I hove examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief
it is true, correct and complete. I declare that all real estate has been re
orted at t
b
k
d
l
p
,
rue mar
ase
on a
l in motion of which preporer has any knowledge.
et value. Declaration of preporer other than the personal representative is
SIGNATURE O SPONSIBLE FOR F RETURN ADDRESS
--C~laGyt p~~-i/
20Jr Allendale Way
~
~
DATE
~~
'~
1
SIGN TORE OF PREPARER OTHER THA N VE ADDRESS ~- I~ri
.~~ ~~ P.O. BOX 741 DATE
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% (.Q2) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
• 196 (.®1) 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.
1. Did decedent make a transfer and:
a. retain the use or income of the property tronsferred, . ......................................................
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 oiwn an_'in~trust for'. bank account at his or her death$ ......................................
~IF T E ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, N
YOU MUST~MPLETE SCHEDULE G AND FILE IT AS PART OI: THE RETUR
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eev,-ISOV ex+ lid-eal
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Mary Evelyn Perry 1995-238
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A• Gladys~Louise Bosan 205 Allendale Way Sister
Camp Hill, PA 17011
B.
C.
Jointly-owned property:
ITEM LFORR DATE
NUMBE JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
~• A 6-6-93 Legg Mason Certificates of $80,000.00 507 $40,000.00
Deposit
Acct. No.:254-9319-01-126
Money Market Account 1,961.18 50g 980.59
2. A PNC Bank NA
Checking No. :5140222353 6,222.09 50$ 3,111.05
Savings No.:5130159872 2,646.81 50$ 1,323.41
TOTAL (Also enter on line 6, Recapitulation) 5 4 5 415 . ~ 5
(N more space is needed insert addifiona! sheets of some size)
REV-1511 E%+ (7y8B1
'
14
SCHEDULE H
~
~~ FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
INHERITANCE TAX RETURN
RESIDENT DECEDENT MISCELLANEOUS EXPENSES
Please Print or Type
ESTATE OF FILE NUMBER
Mary Evelyn Perry 1995-238
ITEM
NUMBER DESCRIPTION AMOUNT
A. Funeral Expenses:
~• Memorial Plan, Miami, Florida $ 1,289.80
2. Stephen Bosan - Expenses incurred in transporting
urn for burial. Harrisburg to Miami (lodging, meals,
mileage ) gg4,97
3. Parthemore Funeral Home 2,419.03
B. Administrative Costs: G. Steven Bosan 2, .
1. Personal Representative Commissions 1~
_ _
Social Security Number of Personal Representative: 14 0 18 8 3 5 7
Year Commissions paid to be paid in 1995)
2. Attorney Fees Boswell, Snyder, Tintner & Piccola 2, 270.75
3. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
City State Zip Code
4. Probate Fees _ $ 144. 4 8
C. Miscellaneous Expenses:
~ Patriot News -Advertise Grant of Letters 184.96
2 Cumberland Law Journal -Advertise Grant of Letters 40.00
3. ~ Register of Wills - Filing Fees 350.00
4. ~
5.
b.
I
7.
8.
I
TOTAL (Also enter on line 9, Recapitulation) I $ g , 9 6 4 . 7 4
(If more space is needed, insert additional sheets of same size.)
REV-1512 EX~+ (1-93)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN DEBTS OF DECEDENT
RESIDENT OECEDEN7 ,
MORTGAGE LIABILITIES AND LIENS
:STATE OF Please Print or Type
Mary Evelyn Perry FILE NUMBER
1995-238
ITEM
NUMBER DESCRIPTION
AMOUNT
1- The Woods - Ret irement Village
2.
Bell Atlantic.-
Final Bill $ 860.00
20.46
3. Michael Suchanick, Preparation of 1994 Tax Returns
40.00
4• Internist of PA - Last Illness Exp.
37.89
5. Ritzman X-Ray
1.92
TOTAL (Also enter on line 10 Recapitulation) $
960 27
(If more space /s needed, Inserf oddlflonol sheets of same size.)
ftEV•1513 EX+ (2•B7) ~
SCHEDULE J
COMMONWEALTH Of PENNSYLVANIA B E N E F I C I AR I E S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary Evelyn Perrv
FILE NUMBER
ioos_nn~~a
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequests:
~ Gladys Louise Bosan Sister Specific begt
205 Allendale Way of $10 , 0 0 0.0
Camp Hill, PA 17011 One-half CCNF
Money Market
account (not
existence at
of death and
residue
2. Douglas D. Vinyard
9100 Goodale
Overland, Missouri 63114 Nephew One-half CCNF
Money Market
account - not
existence at
of death.
(lf more space is needed, insert additional sheets of same size)
pest
in
date
in
date
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $
i None
^~a rl"', 4
Legg Mason Wood Walker, Incorporated
1010 Pine Street,. Harrisburg, PA 17101.1289
717.233.5055
Member New York Stock Exchange, lnclMember SIPC
March 27, 1995
BOSWELL, SNYDER, TINTNER & PICCOLA
Attention: Ms. Maronetta F. Miller
315 North Front Street
P. 0. Box 741
Harrisburg, PA 17108-0741
RE: Estate of Mary E. Perry
Social Security ~~381-03-3676
Date of Death: 3/2/1995
Dear Ms. Miller:
We have an account set up for Mary Evelyn_Perry & Gladds Louise Bosan.
The account number is 254-9319-01-1261. The account was opened 6/6/93.
There was no change of ownership since the account was opened.
We were instructed to submit $420.00 each month to PNC Bank to Mary
E. Perry and Gladys L. Bosan joint account at the bank. Please advise
us if we are to supposed to stop submitting the $420.00 to the bank.
On the date of death (3/2/95) there was $1,961.18 in Legg Mason Wood
Walker Cash Reserve Money Market. The client also owned the other
following positions:
52,000 Greenwood Trust (New Castle, DE) 6.3~
Due 6/15/04 Book Entry C.D.
28,000 Lasalle National Bank Chicago, IL
6.6~ Due 9/18/12 C.D.
Both these issues are worth face value since they are C.D.'s. The
dividends earned this year to date are $16.35. These dividends are
from Legg Mason Cash Reserve Trust.
The decedent does not have any outstanding loans or balance due.
If you have any questions, please do not hesitate to contact me at 233-5055.
Sincerely,
i
;~
Jo n J. Fabian
Vice President/Investment Executive
JJF/amr~
PNC OPEP.ATIONS SCPA TEL~717-730-2389 Jul 25.95 15=U5 No.UUS P.02
.. ~ s~,
•~ !NO Bank, N.A.
';~ ~ 4Y9Y (YUiisk• PiQe ~ ~~
(aznp Nill, TA 19011
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~.
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• V
April 1z, 1s9s PNCIl~A~.I~II~. ~,
• ~r-
tdaronetta F. Mili$r '~
Bo6ti+el1, Snyder, Tintner, & Piccola
CounsRl~rs At Law
315 North Front ~trcCt
P.O. Sox 741
Harrisburg, PA 17108-0741
~RE: Max'y E. Perry
Date of Death: March ~, 1995
So~^ial Security No. 381-03-3G7G
Dear Hs. Miller:
As per your request fir information on accounts tho above
refergnr.Pd decedent held with us, the information iR as tollows:
-Chcvkinq Account No. 5140222353 opened 07/01/82 in the names of
Mary E. Perry, Gladys L. Doasn. Balance at date o! deat~l:
$6,222.09. Accrued interest: S7.69. interest ante: 2.02$.
-Savings Account No. 5130159872 oponed 05/1/87 in the name of Mary
E. Perry, Gladys L. RORAn. Balance at date of death: $2,646.81.
AccruaA interest: $5.78. Interest rates 2.74.
Enaloeed arQ COQIP..R of statements s2ivwing any t„tithdrawals made from
the account.
Stock information can be obtained from Chemival sank
1-~3U0-982-7652.
If I ran be of any turthes~ assistance, please feel fray to Contact
me at {717) 730-2321.
S~~~Prely, _1
Edith iancil
Miscellaneou3 Services SugPrvisor
Bank Operations
ET/mky
LAST WILL AND TESTAMENT
OF
MARY E. .PERRY
I, MARY E. PERRY, of the Borough of Camp Hill, County of
Cumberland, and Commonwealth of Pennsylvania, being of sound and
disposing mind and memory, and not acting under undue influence of
_ any person whomsoever, do make, publish and declare this instrument
to be my Last Will and Testament, in manner and form following:
PRIOR WILLS
FIRST: I hereby expressly revoke all Wills, Codicils and
testamentary writings of whatsoever kind and nature heretofore made
by me.
DEBTS AND EXPENSES
SECOND: I hereby direct my Executor or his successor,
hereinafter named, to pay all my just debts, expenses of
administration and funeral expenses out of my estate as soon as is
practicable after my decease.
I hereby direct my Executor or his successor, hereinafter
named, to reimburse my sister and her husband, GLADYS L. BOSAN and
GEORGE S. BOSAN, for their generosity in providing to me the
necessary advances and guaranteed supplemental rental funds for my
acceptance and continued living at The Woods at Cedar Run Nursing
Home.
TAXES
THIRD: I direct that all estate, inheritance, transfer,
legacy or succession taxes, or death duties, which may be assessed
or imposed of, wheresoever situate, whether or not passing under
this my Last Will and Testament, including the taxable value of all
policies of insurance on my life and all transfers, powers, rights
or interests includible in my estate for the purpose of such taxes
and duties, shall be paid out of my general estate as an expense of
administration, and without apportionment, and shall not be
prorated or charged against any of the gifts in this Will or
against any property not passing under this Will. In the absolute
discretion of my Executor, hereinafter named, he may pay such taxes
immediately or may postpone the payment of the taxes on future or
remainder interests until the time possession accrues to the
beneficiary or beneficiaries named herein. My Executor may, in his
discretion, arrange for extension of time for the payment of said
estate and inheritance taxes, and any interest and/or penalty
incurred on any such taxes, whether or not resulting from such
extensions or postponements, shall be borne by my estate as an
expense of administration.
SPECIFIC BEQUESTS
FOURTH: I give, devise and bequeath the sum of Ten Thousand
. (;10,000.00) Dollars to my sister, GLADYS L. BOSAN for her own use
and enjoyment.
I give, devise and bequeath the balance, if any, of my CCNB
Money Market Account to the following persons in the following
amounts:
(a) One-half (1/2) to my sister, GLADYS L.
BOSAN of Camp Hill, Pennsylvania. If GLADYS L.
BOSAN should predecease me, then I give, devise
and bequeath the interest which such deceased
beneficiary would have received, if living, to
her son, STEVEN G. BOSAN of Camp Hill, Pennsylvania.
(b) One-half (1/2) to my nephew, DOUGLAS D.
VINEYARD of Carbondale, Illinois. If DOUGLAS D.
VINEYARD should predecease me, then I give, devise
and bequeath the interest which such deceased
beneficiary would have received, if living, to my
sister, GLADYS L. BOSAN of Camp Hill, Pennsylvania.
RESIDUARY BEQUESTS
FIFTH: All the rest, residue and remainder of my estate, be
the same real, personal or mixed of whatsoever nature and kind and
wheresoever situate, including any property over which I may have
any power of appointment, I give, devise and bequeath unto my
beloved sister, GLADYS L. BOSAN. In the event that GLADYS L. BOSAN
should predecease me, then I give, devise and bequeath the interest
which such beneficiary would have received, if living, to GEORGE 5.
BOSAN and STEVEN G. BOSAN, equally, share and share alike.
2
POSTING OF BOND
NINTH: I hereby direct that my Executor, or any successor as
named by me herein, shall not be required to give bond or other
security required by law or otherwise for the faithful performance
of~their duties.
EXECUTOR POWERS
TENTH: I hereby give unto my Executor, or his successor,
hereinafter named, the fullest power and authority in all matters
or questions pertaining to the administration of my estate and
trust, executing the provisions of this my Last Will and Testament,
including, but not by way of limitation, the power and authority to
determine all doubtful questions which may arise in the con-
struction of this my Last Will and Testament; I further hereby
authorize and empower my Executor, or his successor, pending
settlement of my estate, to sell, convey, mortgage, lease, ex-
change, encumber or otherwise dispose of any and all of the prop-
erty, real, personal or mixed at any time belonging to my estate,
either at public or private sale, without prior approval of any
court, and at such times and for such price or prices and in any
such case upon such terms as he may think best in his discretion,
and I authorize and empower my said Executor to execute,
acknowledge and deliver to the purchasers, grantees, mortgagees,
vendees, assignees or other persons, such contracts, deeds, mort-
gages, bills of sale, and all other instruments of writing neces-
sary or proper without obligation upon the latter to see to the
proper application of the proceeds. He shall also have the power
to compromise or otherwise settle or adjust any and all claims,
charges, debts and demands whatsoever against, or in favor of my
estate as fully as I could do if living. He shall further be
empowered to carry on and conduct any business enterprise which I
may be engaged in at my death, to retain any assets, including
stocks or securities which I may own at the time of my death,
pending settlement of my estate, without regard as to whether or
not such assets or securities are legal investments for fiduciar-
ies, and may make distribution in kind to my Trustee. Pending
settlement of my estate, he shall also have the authority in his
discretion to convert, sell, exchange or dispose of such assets and
securities either for cash or for terms satisfactory to him and to
acquire other assets without limitation to securities or invest-
ments as may be declared legal for investment of trust funds. He
shall further be empowered to borrow money, and to pledge assets of
my estate as security therefor, for the purpose of paying taxes
which may be levied upon or payable by my estate in accordance with
this Will and in the event that funds in the hands of my Executor,
or his successor, shall be insufficient to pay such taxes, and if,
3
in the opinion of my Executor, or his successor, it appears that
conversion of securities and other assets, real and personal, would
then be made at a sacrifice.
EXECUTOR
ELEVENTH: I hereby nominate, constitute and appoint GEORGE S.
BOSAN, to be Executor of this my Last Will and Testament. In the
event that he shall predecease me or for any reason be unable or
unwilling to accept this appointment, then and in that event, I do
hereby appoint my sister, GLADYS L. BOSAN, to be the successor
Executrix of this my Last Will and Testament and to have all
rights, privileges and duties conferred and created by reason of
said appointment.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
!/~` day of _~=~y~,,"~_ , 1993.
(SEAL)
Mary Perry
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
Testatrix, MARY E. PERRY, as and for her Last Will and Testament,
consisting of four (4) pages, in the presence of us, who at her
request, in her presence and in the presence of each other, all
being present at the same time, have hereunto set our hands as
witnesses:
.C~ ~ ~ ~
Address
Na Address '
Name Address
4
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS:
We, MARY E. PERRY, the Testatrix and Lori A. B. Zerbe ~
Mark R. Parthemer , and Diane E. Grissin~;er the
witnesses, whose names are signed to the attached foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed, sealed, published,
acknowledged, and declared the instrument as her Last Will and
Testament; and that she signed willingly and that she executed it
as her free and voluntary act for the purposes therein expressed;
and that each of the witnesses in the joint presence of each other
and in the presence and hearing of the Testator, signed the
instrument as witness to her Last Will and Testament; and that to
the best of their knowledge the Testatrix was at the time eighteen
years of age or older, was of-sound and disposing mind, memory and
understanding, and was under no constraint or undue influence.
MAR PE Y, Testa rix
-~.~
Witness
;;~
~~ ~ ~ Witness
:`
_ .~c.cJ ~
W' Hess
Subscribed, sworn to and acknowledged before me, the
undersigned officer, by MARY E. PERRY, the Testatrix, and
subscribed and sworn to before me by Lori A. B. Zerbe
and Mark R. Parthemer and Diane E. Grissin~er
the witnesses, in the presence of each other, this 11th day of
February , 1993.
~~ ~ ~ > ,,
Notary Public
~.
S A+GT,n„41AL ~~
=_`%
._._ _... .. I
REV-].547. EX AFP (12-95)
COl~10NNEALTH 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 vlza-oeol DATE 12-25-95
es~w~e ur r~RR• riHRT ~ FILE N0. L1 y~-ucao
DATE OF DEATH 03-02-95 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:
MARK R PARTHEMER ESQ
PO BOX 741
HBG PA 17108
Amount Remitted
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547•EX AFP (12-951 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PERRY MARY E FILE NO. 21 95-0238 ACN 101 DATE 12-25-95
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. Stocks and Bonds (Schedule 8)
3. Closely Hsld Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
(1) .00
(2) .00
(3) .00
(4) .00
(5) .00
cb) 45,415.05
(7) .00
(e) 45,415.00
(9) 7,693.99
(lo) 960.27
(11) A.654.96
(12) 36,760.64
(13) .00
(14) 36,760.64
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 rate (15) • 00 X . 00_ . 00
16. Amount of Line 14 taxable at Lineal/Claw A rata (16) .00 X .06. .00
17. Amount of Line 14 taxable at Collateral/Class B rate (177 36,760.74 X .15. 5,514.11
18. Principal Tax Due (lg) 5,514.11
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST (-) AMOUNT PAID
06-02-95 AA047833 105.26 2,000.00
11\ I CRCJ I 1J I.nNRl7CL rRUI'I 1L-U3-'/'.~ I U U1-UL-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 2,105.26
BALANCE OF TAX DUE 3,408.85
INTEREST 26.10
TOTAL DUE 3,434.95
( IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
t REV, 1470 EX (8-88);~
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF CHANGES
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
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FILE NUMBER _ 1. -
ACN
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SCHEDULE ITEM
NO. EXPLANATION OF CHANGES
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