HomeMy WebLinkAbout02-0672
1'/ 7') /(
~ COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG I PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21-o.:J.- ~:?&I-
02133094
07-18-2002
REY~1543 EX AFP I09-DO)
~~~
/ 11f0~/~
EST. OF CLIFFORD R STEWART
5.5. NO. 203-10-9162
DATE OF DEATH 01-01-2002
COUNTY CUMBERLAND
TYPE OF ACCOUNT
iii SAVINGS
D CHECKING
D TRUST
D CERTIF.
MARGARET L STEWART
669 FRONT ST
WEST FAIRVIEW PA 17025-3155
REMIT PAYMENT AND FORMS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICES has provided the Department with the inforllation listed below which has been used in
calculating the potential tax dUB. Thair records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If yoU feel this inforllation is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions .ay be answered by calling (ll?) 761-d327.
COMPLETE PART 1 BELOW . . . SEE
Account No. 87005314801523 Data
Established
REVERSE SIDE FOR
12-05-1985
FILING AND PAYMENT INSTRUCTIONS
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
5,432.66
50.000
2,716.33
.15
407.45
TAXPAYER RESPONSE
::i~g~~~;::i:~~i!i!~~i!!!~!li~~~~u~iiiii~.ii!!i~~~g~!I~~i!!i~~~~i!ii!liiiii~~i~~ilil!II~~~ii!ii!1
To insure proper credit to your account, two
(2) copies of this notice .ust accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent...
x
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
yoU may deduct a 52 discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART
[!] 1!;j;.!'F.A!~Li:iR~i;i~~lli!~i!Uiofljj!,!
........-...-.-.-.-.-.-.-.-.-.-.-.-.-...-.-.-.-.-.-.-.-.-.-.-.-.-.-.-...-.........................
.-...---,.....-......-......-........-...................................................................
,..................................,........,.......,....................
I~JJ;L
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above inforllation and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessllent will be issued by the PA Department of Revenue.
B. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. c=J The above information is incorrect and/or debts and deductions were paid by you.
You !lust co.plete PART 0 and/or PART ~ below.
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PART If you indicate a different tax ratel please state your
@J relationship to decedenttuJ '1-- -Zt~ J~' ~/h/
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
declare that the facts I have reported above are truel correct and
belief.
v
HOME (
WORK (
TElEPHONE
)
)
NUMBER
7(~!/Pt'
ATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with applicable interest based on inforllation
submitted by the financial institution.
z. Inheritance tax becomes delinquent nine .onths after the decedent's date of death.
3. A joint account is taxable Bven though the decedent's nallB was added as a matter of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint names within one year prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wife lIore than one year prior to death arB not taxable.
6. Accounts held by a decedent "in trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. BLOCK A - If the inforllation and computation in the notice are correct and deductions are not being clailled, place an "X"
in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and subllit them with your check for the amount of
tax to the Register of Wills of the county indicated. The PA Depart.ent of Revenue will issue an official assessment
(Form REV-1548 EX) upon receipt of the return from the Register of Wills.
Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent.s representative, place an "X" in block lOB" of Part 1 of the "Taxpayer Response" section. Sign one
COpy and return to the PA DepartMent of Revenue, Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 17128-0601 in the
envelope provided.
3. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts 2 and 3
according to the instructions below. Sign two copies and submit the. with your check for the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assess.ent (Form REV-1548 EX) upon receipt
of the return froll the Register of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the date the account originally was established or titled in the manner existing at date of death.
For a decedent dying after 12/12/82: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (MM) appears before your first na.e in the address portion of this notice, the $3,000 exclusion
already has been deducted from the account balance as reported by the financial institution.
2. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is deterllined as follows:
A. The percent taxable for joint assets established more than one year prior to the decedent.s death:
1 DIVIDED BY TOTAL NUMBER OF
JOINT OWNERS
Exa.ple: A joint asset registered
DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
SURVIVING JOINT OWNERS
in the nalle of the decedent and two other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) = .167 X 100
16.77. (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
Exa.ple: Joint account registered in the nalle of the decedent and two other persons and established within one year of death by
the decedent.
1 DIVIDED BY 2 (SURVIVORS) = .50 X 100 507. (TAXABLE FOR EACH SURVIVOR)
4. The amount subject to tax (line 4) is deter.ined by mUltiplying the account balance (line 2) by the percent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part 3.
6. The amount taxable (line 6) is deter.ined by SUbtracting the debts and deductions (line 5) fro. the amount subject to tax (line 4).
7. Enter the appropriate tax rate Uine 7) as deterllined below.
death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 07..
The lineal class of heirs includes grandparents, parents. children. and lineal descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings" are defined as individuals who have at least one parent in COllllon with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
Date of Death Spouse Lineal Sibling Collateral
07/01/94 to 12/31/94 3% 6X 15X 15X
01/01/95 to 06/30/00 OX 6X 15X 15X
07/01/00 to present OX 4..5%- 12X 1.5%
M he tax rate lllposed on - the not value of transfers froll a deceased Chlld twenty-one years of age Dr y
ounger at
CLAIMED DEDUCTIONS
PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are deterllined as follows:
A. You legally are responsible for payment, or the estate subject to ad.inistration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of payment.
c. Debts being clailled .ust be itellized fully in Part 3. If additional space is needed, use plain paper 8 l/Z" x 11"'. Proof of
pay.ent may be requested by the PA Department of Revenue.
\..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. ZaD60l
HARRISBURG I PA 171Z8-D601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21-0t>J.- ~ 7.:2J
02133095
07-18-2002
;!
REV-1545 EX AFP (09-00l
MARGARET L STEWART
669 FRONT ST
WEST FAIRVIEW PA 17025-3155
REMIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
TYPE OF ACCOUNT
D SAVINGS
IX] CHECKING
D TRUST
D CERTIF.
FDRMS TD:
~ fl/'fJL
/~~~
EST. OF CLIFFORD R STEWART
5.5. NO. 203-10-9162
DATE OF DEATH 01-01-2002
COUNTY CUMBERLAND
HOUSE
ALLFIRST FINANCIAL SERVICES has provided the Departllent with the information listed below which has been used in
calculating the potential tax dUB. Their records indicate that at the death of the above deCBdentl YOU were a joint owner/beneficiary of
this account. If you feel this infor.ation is incorrect, please obtain writtBn correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW
Account No. 0081954018
I( I( I( SEE
Date
Established
REVERSE SIDE FOR
08-28-1964
FILING AND PAYMENT INSTRUCTIONS
Account Balance 1,367.23
Percent Taxable X 50 . 000
Alnount Subject to Tax 683.62
Tax Rate X .15
Potential Tax Due 102.54
PART TAXPAYER RESPONSE
[!]~ii~~~~~I!,~iiii~~!!iil!,l~~.ilil~~!i!iil!,~~~~iiiii~~!!iiMiiii~.i~;j!j~~~iiii~.iiiii~~~.~!!i!!.~.ii;i!.iiii!~~~~!!!ii~!li~.i!ii~
To insure proper credit to your account~ two
(2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills~ Agent...
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 51. discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) Months after the date of death.
[CHECK ]
ONE
BLOCK
ONLY
A. c=J The above information and tax due is correct.
1. You may choose to reMit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest~ or yoU may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
B. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. c=J The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 0 and/or PART 0 below.
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PART If you indicate a different t~ ra~_Plea~~!a~our
~ relationship to deceden~t(9 (, :..n-Jk ~ ~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PAYEE
DESCRIPTION
AMOUNT PAID
1
TOTAL (Enter on Line 5 of Tax Computation)
I
$
perjury, I declare that the facts I
ledge and belief.
and
HOME (
WORK (
TELEPHONE
z,.
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with applicable interest basad on information
submitted by the financial institution.
2. Inheritance tax bBco~as delinquent nine ~Dnths after the decadent's date of death.
3. A joint account is taxable Bven though the decedent's name was added as a matter of convenience.
4. Accounts (including those held batwesn husband and wife) which the decedent put in joint names within Dna year prior to
death ara fully taxable as transfers.
5. Accounts established jointly between husband and wife more than one year prior to death ara not taxable.
6. Accounts held by a dacedent "in trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS
PART
1
- TAXPAYER RESPONSE
1. BLOCK A - If the inforlllation and cOllputation in the notice are correct and deductions are not being claimed, place an "X"
in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and submit them with your check for thlil alllount of
tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assess~ent
(For. REV-1546 EX) upon receipt of thlil return from the Register of Wills.
2. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one
copy and return to the PA Departllent of Revenue, Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 17126-0601 in the
envelope provided.
3. BLOCK C - If the notice information is incorrect andlor deductions are being claimed, check block "C" and complete Parts 2 and 3
according to the instructions below. Sign two copies and submit thelll with your check for the allount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Forll REV-1546 EX) upon receipt
of thlil return from the Register of wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the date the account originally was established or titled in the manner existing at date of death.
For a decedent dying after 12/12/62: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the nu.ber of accounts held.
If a double asterisk (MM) appears before your first name in the address portion of this notice, the $3,000 exclusion
already has been deducted frail the account balance as reported by the financial institution.
2. Enter the total balance of the account inCluding interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is determined as follows:
A. The percent taxable for joint assets established more than one year prior to the decedent's death:
1 DIVIDED BY TOTAL NUMBER OF
JOINT OWNERS
Exa.ple: A joint asset registered
DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
SURVIVING JOINT OWNERS
in the nalle of the decedent and two other persons.
I DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) = .167 X 10D
16.7% (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(sl (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X IDD
PERCENT TAXABLE
Example: Joint account registered in the name of the decedent and two other persons and established within one year of death by
the decedent.
1 DIVIDED BY 2 (SURVIVORS) = .50 X 100 50% (TAXABLE FOR EACH SURVIVOR)
4. The amount subject to tax (line 4) is determined by .ultiplying the account balance (line 2) by the percent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part 3.
6. The a.ount taxable (!ine 6) is deterllined by SUbtracting the debts and deductions Uine 5) from the a.ount subject to tax Uine 4L
7. Enter the appropriate tax rate (line 7) as determined below.
p ounger at
death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0%.
The lineal class of hlilirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. "lineal descendants" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings" are defined as individuals who have at lel!lst one parent in com.on with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
Date of Death Spouse Lineal Sibling Collateral
07/01/94 to 12131/94 3Z 6Z 15Z 15Z
01/01195 to 06/30/00 OZ 6Z 15Z 15Z
07/01100 to present OZ 4.57.- 12Z 15Z
M he tax rate 1. osed on the not value 0' transfers frail a deceased Ch1ld twenty-one years of age Dr y
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are determined as follows:
A. You legally are responsible for pay.ent, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of pay.ent.
C. Debts being claimed must be ite.ized fully in Part 3. If additional space is needed, use plain paper 8 1/2" x 11". Proof of
payment .ay be requested by the PA Department of Revenue.
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of t!;/'f-tf,i /P S feUJ,h-T
also known as
,2/- C),2- c:. 7,-'7
No. ""S.-
To:
Register of Wills for the
County of in the
Commonwealth of Pennsylvania
Deceased.
Social Security No. j' 0 3 . / C) . '7/(, 2-.
The petition of the undersigned respectfully represents that:
Your petjJ;ionens , who is/av 18 e~rs of age; older, appl
L~ It f-!~c/.A J-(. Te):::>y-
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in (I uL->1,,' Ii ~y. j,,,.., J County, Pennsylvania, '2fh
h/$ last family or principal residence at (,iP9 ~,,+5+-, L,)c?,.r~"'fl-V":'-'-' ,j J,l.
(list street, number and municipality) I
/JL
for letters of administration
on the estate of
.19
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property sI / ?'J O. Ck/ C, , 00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania '..L ') $
situated as follows: kki?J:::-c>..f$f-;'l"r*I.i)f';;'/~"'ru;eu;IJ4,J}",-,; .;; 'l.7',,?7D,o,'
Petitioner /after a proper search h~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name .L
L It
j-
Relationship
r-
.""'C'iC'<j P/J. J7{J2_'"
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
0ToP
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} ss
The petitioner(s) above.named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
swor. n to or affirmed and subscribed f '* '7j, IUfltZ/v /J.- r ~/!f
be~ef.e ~his. !: oJ. . ~0'i j
QC!'\)N'J ~c'("U 'JC~h","" D~ I
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Reg/ste
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No. 21-02-0672
Estate of
CLIFFORD R. STEWART
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW FEBRUARY 11, ~ 2002, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that MARGARET L. STEWART
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to MARGARET L. STEIVART
in the estate of CT,TFFORD R. STl'WART
C\ (f)ttn tl
vJoru,i('j'i/l,. '&i~f"eClJj~~,j;;i.D/ff
Regis r of Wills
FEES
Letters of Administration $ 270.00
Short Certificates( 1) . . . . . . . . .. $ 3. 00
Renunciation ................ $
JCP $ 10.00
TOTAL _ $ 283.00
Filed F~B.~VN\Y: .P.,....... A.D. IXIX2003.
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
MAILED FEBRUARY 12, 2003
17-77- II
~/
REV-1500 EX (6-00) REV-1500 OFFICIAL USE ONLY
. COMMONWEALTH OF
PENNSYLVANIA INHERITANCE TAX RETURN
DEPARTMENT OF REVENUE FILE NUMBER
DEPT. 280601 RESIDENT DECEDENT ~-fDE - i.l d!. {ltl~;lg
HARRISBURG, PA 17128-0601 YEAR "-"BER
DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I-
Z STEWART, CLIFFORD R. 203-10-9162
W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RElURN MUST BE FILED IN DUPUCATE WITH THE
C
W 01/01/2002 05/05/1922 REGISTER OF WILLS
()
W (IF APPLICABLE) SUR\1\1NG SPOUSE'S NAME (lAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
STEWART,MARGARET L.
w IXI 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (dale of death prior to 12-13-82)
'"'
",,,,,, 0 4. UmitedEstate 0 4a. Future Interest Compromise (date 01 death after 12-12-82) 0 5. Federal Estate Tax Retum Required
u"''''
w"-u 0 0
J:~g 6. Decedent Died Testate (Attach copy of WI) 7. Decedent Maintained a Living Trust (Attach COrrf otTnllt) _ 8. Total Number ri Safe Deposit Boxes
u,,-co
~ 0 9. Utigation Proceeds Received 010. Spousal POoJerty Credit (date of death between 12.31-91 aoo 1-1-95) 011. BectiontotaxunderSec.9113{A)(AII"hS'hO}
'"' Tl!1$~C'rlQN:MIl$TElI!~!!I:l;n;D!AL.Lc::QI'!Re$I"ONbl!NCEP,1!lP:~lDRIAL.'l:'A!C:IN~A"lON$HclIJt.\:l:Iil!l!!!lIFlI!~l'r'pi
z
w NAME COMPlIETE MAILING ADDRESS
a MARGARET STEWART 669 FRONT STREET
z
0
"- FIRM NAME (If App[;caJ;e) WEST FAIRVIEW, PA 17025
'"
w
'"
'" TELEPHONE NUMBER
0
u 717-732-1488
1. Real Estate (SchedlAe A) (1) OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 1,207.80
.... .i~, . d
3. Closely Held CorpO<ation, Partner>hip ex Srie-Proprielorship (3) - " '0
-:') VJ
4. Mortgages & Notes Receivable (Schedule D) (4) - L
2,135.00 c:
5. Cash, Bank Deposits & Miscellaneous Persooal Property (5) ,
Z (Schedule E) I
0 v.J
6. Jdntly ONned Property (Schedule F) (6) 85,325.71
~ o Separate Billing Requested _.~
~._....
:J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 11,000.00 en
I- (ScheduleGor L)
ii: 8. Total Gross A.- (total Lines 1 - 7) (8) 99,668.51
<l:
() 9. Funeral Expenses & .Allministrative Costs (Schedule H) (9) 8,089.00
W
0:: 10. Debts of Decedent, Mortgage Uabilities, & Uens (SchedlAe I) (10)
11. Total Deductions (total Unes 9 & 10) (11) 8,089.00
12. Net Value of Estate (Une 8 minus Une 11) (12) 91,579.51
13. Charitable and Governmental Bequests/See 9113 Trusts for which an e1ectioo to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 91,579.51
SEE INSTRUCTlONS FOR APPUCABUE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0 91,579.51 X 0--.2.
~ rate, ex transfers under Se:. 9116 (a)(1.2) (15) 0.00
I-' 16. AmountciLine14taxableatlinea/rate X.O_ (16)
:J
Q. 17. Amount a Line 14 taxable at sibling rate X .12 (17)
:iE
0 18. Amount of Line 14 taxable at collateral rate X .15 (18)
()
~ 19. Tax Due (19) 0.00
20.0 1.C;l-lEC;K'.!iEREIItYop..l\Re:FleGtl.!ESTINC:;'AFleFlJIlD.Ql;..AtlO\l!:~"AYMeN't1
j--'
STF PA42D21F.1
> > BE SURE TO ANSWER ALL QllllSTlOI'I$ ON REllER$J;: SIOJ;: AND IlBlIlECK MATH < <
.Decedent's Complete Address:
,
STREET ADDRESS 6 6 9 FRONT STREET
CITY WEST FAIRVIEW I STATE PA I ZIP
17025-3155
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5)
0.00
0.00
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
1RI
1RI
1RI
1RI
1RI
IXI
contains a beneficial)' designation? . . . . . . . . . .. .. . . . . .. .. . . . . . . . .. .. .. . Ix]. 0
IF THE ANSWER TO AtN OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penaJUes of pOljury, I dedare that I have e><amined this return, including accomparl)1ng schedules and statements, and to the Uest of my knCMIedge and boiel, it is true, correct
and CXlmplete.
Declaration of preparer other than the personal representative is based on all irtormation rJ which preparer has any knowledge.
SIGNATUR OF PERSON RESPONSI LE F NG RETURN
,Zc &73
ADDRE
669 FRO T STREET WEST FAIRVIEW, PA 17025
SIGNAT~:~ER OTHER THAN ~EPRESENTATIVE
ADDRESS 9, 10 -
1820 LINGLESTOWN ROAD, HARRISBURG, PA 17110
DATE
~/J~/4.1
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfe!s to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)l
For dates of death on or after January 1, 1995, the tax rate imposed on the net value oftransfe!s to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exernot a transfer to a surviving spouse from tax, and the statutoI)' requirements for disclosure of assets and filing a tax retum are still applicable even
if the surviving spouse is the only beneficial)'.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)l
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)l A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
STFPA42021F,2
REV.1507 EX + (1.97) (I)
COMMONWEALTH OF PENNSYlVANL>\
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
CLIFFORD R. STEWART
FILE NUMBER
2002-00672
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONE
STFPA42021F.S
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
BOOK Q 20 PAGE 390
mogttl1rr witl .It .... n"gvl.r~ thl! teae.e.", heretlitGfI1e.t. au ."urte...cr. to the lame belo..g-
i.., or;' .",."n'1I .,,"tai.i.g, IIfIfl the rrIPer,ioa .flll revernon" remlli.der au remai"der., renll, i"ue, .nd
profilo thereof; Auil aISD.II the e,lale, right, title, i.lerell, properly, claim and d.ma.d ",hallo.".r, bolh
in 1a... and equit" of th,. I.U party of the fird ,art, of, in. to or O1d of the .aid 1'r~miu,. and t!'Dery pdrt
and parcel tlu~reo'
IDo ifaur aUll to 1!folll
11.;.1 part i es of the ..00JUl part, their
b.hoof of th. ,aid part ie s of th. ..cond pari,
the .aid premise" 'lVith all and ,iagal",. the appurtenance., "n'o flu
heir. ana a...g1l', to and for the only proper ",e and
thei r heir. and an.gn, forever.
!\ub
THE SAID party of the fhst P!!rt, his
lit""" ezec.tor. .fld admini6trator'J do
.aid part iea of the .reaM ,.,.,.
tl. Ni<I party of tlla
by these pre,e1d., covenant, grant and agree to and with 'h,
their heirr and a"ig",. Cha'
first part, his
heirl ollaM lingular the hereditament. And premile. hereinabove ducribed and granted or mentioned. and in-
tended 10 to be, 'With appurtefUlfJCel. unto the laid part 1e8 of the ucond part. their hein
and auigfJ'~ cgain" the laid pan y of the firlt part and hie heir, and againd all and every other
perlOft or peT,on, 'Whomloever, lawfulls claiming or to claim the lame or ang part thereof.
,hall and 'IlDill, by Ihe.. pr..."t" WARRANT A.ND FOREYER DEFEND
llu lIiturss IIlJtrrof
her....to'et his haad
the ,aid part l'
au leal
Signed, Sealed and Delivered
in the Presence of
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IU.Nn03 ON\flli38WnO
Wf7'P'i :/
SQ;30 iO 83080333
Jill ,to 3OIiJO'03ml033M
FEE-SIMPLE DEED-Typewriter
&4t5 3Ju~pnture1
7# dayof ~
Thou.and Nine lland"d and Sixty-two (1962).
ilabt IDlJr
ill lI.e year of oar Lor.l 0""
il'1lUttll HAROLD C. MATTERN, Trustee in Bankruptoy, for John R. 'harner & Florenoe
G. Turner, his wife, Bankrupts, or the Borough of West Fairview, Cumberland County,
Pennsylvania, Grantor, and party or the rirst part,
AND
CLIFFORD R. STEWART and MARGARET L. STEWART, his wife, of the Borough of West Fairview,
Cumberland County, Pennsylvania, Grantees and partiea
of the ...ond 1'.". llIIIitUtBllttl1 Thill Ihe .aid party af Ihe fir.. parI. for and in can,id...,iolI
of the..m of SEVEN THOOSAND FIVE WNDRED ($7,500.00)-----
Dollarl, lawful money of the United Stat.. of America, well and truly paid by Ihe ,aid part i8lft( Ihe ICeond
po.rt to the .aid part Y of the fird part, at and belor. the .ealing and delivery of theu pre'eftt.~ the receipt
whereof i. hereby acknowledged, h8 S gTtuatetl, barg.med,
wid, aliened, en/eolfed, relet lied, conveyed and confirmed and by theu prelent. do grAftt, bargain, .ell,
alien, enfeoff, release, convey, and confirm unto the said part iee of the ,econd part their
heirs and assigns,
"-ll that certain tract of land in the Borough or Weat Fairview, Cumberland County,
Pennsylvania, bounded and described as rollows:
BEGINNING at s point along the publio road leading from West Fajrview to Marysville,
at at point between the land formerly of Arthur R. Rupley, now T. B. Rookarellar and
Katharine M. Rookafeller, and the property herei.n conveyed, (whioh point is now or
wes lately marked hy a rence); thence along said road northward two hundred (200)
reet to property of George Alleman; thenoe esstward two hundred fifty (250) feet,
more or less, to the Susquehanna I1~J theno~ southward two hundred (200) feet
along said river to a point, (on a straight line rrom the point of beginning);
thence westward two hundred fifty (250) feet, more or less, to the place or BEGINNING.
HAVING thereon ereoted II two and one-half story rume house and other improvements,
known as #669 Front Street, West Fairview, Cumberland County, Pennsylvania.
BEiNG the same premisea that Katharine M. Rooksrellar, widow, by her Deed of Conveyanoe
dll~ed January 4, 1951 oonveyed to John R. Turner and Florenoe G. Turner, his wife,
whioh Deed or Conveyanoe is reoorded in the Offioe or Reoorder of Deeda in and for
Cumberland County, in Deed Book np", Volume 14, Pege 352.
THIS conveyanoe divesting all liens and encumbranoes against the said premises is
made pursuant to the ~lr ot the Referee in Bankruptoy for the Middle District of
Pennsylvanill, under date of August 29, 1962.
BOOK (Q20 PAGE 39'7
BOfOUgli'~~~
Cumbo Co. Pa.
1'" Real Estate Transfer Tu
Date mt. '1S.err>
um . o. IS.. o. All ~.
REV-1503 EX + (1-97) (I)
C~ON_LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
CLIFFORD R. STEWART
FILE NUMBER
2002-00672
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1.
60 Shares UGI Corporation
VALUE AT DATE
OF DEATH
1,207.80
TOTAL (Also enter on line 2, Recapitulation) $
(If more space '5 needed, ,nsert additional sheets of the same size)
1,207.80
STFPA42021F.4
UGllnvestor Relations
Page I of 1
Stock Price Lookup
II
(UGl)
2002 January 01
LJpdat~price ..
UGI
(UGI - NYSEI
December 31, 2001
High $20.67
Low $20.13
Open $20.47
Close $20.13
Volume 208,200
Stock Ouote
Stock Graph
Price Lookup
Calculator
Copyright@2OO3byUGI Corporation and shareholder.com. All rights reserved
http://www.sharcholder.com/lIgi/lookllplJG[.cfin
(,/1 (,/2()()3
REV-,1508 EX + (1-97) (I)
COMMONVlfAlTH OF PENNSYlVANl<\
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
CLIFFORD R. STEWART
FILE NUMBER
2002-00672
Include the proceeds r:A litigation and the date the proceeds were received by the estate. All property joinlly-owned with the right of sUNivOIShip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PERSONAL ITEMS 200.00
2.
1996 BUICK CENTURY STATION WAGON
1,935.00
STFPA42021F9
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,135.00
MSN Aulos - Kelley Blue Book Print Page
Page I of I
msn~ Autos
Your complete source for car buying information
8
Kelley Blue Book
Trade- In* Report
Monday, June 16, 2003
1996 Buick Century Wagon 4D
4-Cyl. 2.2 Liter Engine
Automatic Transmission
67,000 Miles
Pennsylvania
Selected Equipment
Front Wheel Drive
Power Windows
Power Seat
Air Conditioning
Tilt Wheel
Steel Wheels
Power Door Locks
ABS (4-Wheel)
Power Steering
AM/FM Stereo
Vehicle in "Good" Condition
A "good" vehicle rating means that the vehicle is free of any major defects. Many cars owned by consumers
fall into this category. The paint, body and interior have only minor blemishes (if any), and there are no
major mechanical problems. Rust, in areas of the country where it is a problem, should be minimal and a
deduction should be made to cover the cost of correcting it. The tires match and have substantial tread
remaining. A clean title history is assumed. A "good" vehicle may need some reconditioning to be sold at
retail, but major reconditioning should be deducted from the value.
*Trade-In Value
Trade-in Value represents what you might expect to receive from a dealer for a I II
consumer-owned vehicle. Keep in mind that the dealer must then absorb the cost of
making the vehicle ready for sale, advertising, sales commissions, arranging 1$1,935 *
financing and insurance and standing behind the vehicle for any mechanical or
safety problems.
!,lilck to KelleYl3lve!,lQQk
~Q to MSN Autos LJsed_CilL-'\lil[~etplace
Copyright @) 2003 by Kelley Blue Book Co., All Rights ReselVed. May-Jun 2003 Edition. The information in this report Is intended for the
personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions.
http://,, ul (" III sn _coll1ik bb/printpage_aspx?type=tradein&tid= 123 7 4&ll1ake= Buick&ll1odel=... 6/16/2003
REV-1509 EX + (1-97) (I)
COMMONVvEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
CLIFFORD R. STEWART
FILE NUMBER
2002-00672
If an asset was made joint within one year of the dececlent's date of death, it must be reported on Schedule G.
SURVrJlNG JOINT TENANT!S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. MARGARET R. STEWART
669 FRONT STREET
WEST FAIRVIEW, PA 17025
SPOUSE
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR J~NT MADE looLdenameoffinaroalinstillJionardbarkaccolStrunberorsimilaridertifyirgrunber. DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT Attac:hdeedlorjoinUy-heldrealestate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. ALLFIRST GOLDEN AGE CHECKING ACCT #00819-5401-8 $2346.33 50. 1,173.16
2. A ALLFIRST SAVINGS ACCT #8-700-531-4801523 5,305.09 50. 2,652.55
3. A SINGLE DEWELING LOCATED AT 669 FRONT STREET 163,000.00 50. 81,500.00
WEST FAIRVIEW, PA, CUMBERLAND COUNTY
TOTAL (Also enter on line 6, Recapitulation) $ 85,325.71
STF PA42021 F.1Q
(If more space IS needed, Insert additional sheets of tile same size)
REV~1510 EX + (1-97) (I)
COfv1MON\'VEALTH OF PENNSYLVANIA
INHERJTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
CLIFFORD R. STEWART
FILE NUMBER
2002-00672
This schedule must be completed ard filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM If\CLUJE TtE NlIME OF Tl-E TRANSFEREE, TtEIR RElATIONSHP TO DECEDENT 00 TtE DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER OF "fRI\tI5FER. ATTACH A COPY OF TtE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST OF AFPUCABLE)
1. JOHN HANCOCK ANNUITY 11,000.00 100 11,000.00
TOTAL (Also enter on line 7, Recapitulation) $ 11 000.00
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.11
REV-,1511 EX + (1-97}(I)
COMMON'o/vEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRAllVE COSTS
ESTATE OF
CLIFFORD R. STEWART
FILE NUMBER
2002-00672
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. SULLIVAN FUNERAL HOME 4,106.00
B. ADMiNISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Represenlalve(s)
SOOal Secunty Number(s) I EIN Number of Persooal Representative(s)
Street I>ddress
City State Zip
Year(s) Commission Paid:
2. .A.ttomey Fees
3. Family Exemption: (W decedenfs address is rot the same as claimant's, attach e>qJlanation)
Claimant MARGARET SULLIVAN
Streetl>ddress 669 FRONT STREET
City WEST FAIRVIEW State PA Zip 17025
Reationship of Clmmantto Decedent S POUS E 3,500.00
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 283.00
5. AccountantsFees HAMILTON & MUSSER PC 200.00
6. Tax Return Preparer's Fees
7.
TOTAL (Aiso enter on line 9, Recapitulation) $ 8 089.00
(If more space is needed, insert additional sheets of the same size)
STFPA42021F12
STATEMENT OF FUNERAL GOODS AND SERVICES SELECl'ED
Charges are only for those items that you selected or that are required. H we are required by law or by a cemetery or crematory to use any items, we will .
explain the reason in writing below. . ..'
H you selected a fuuernl that may require embalming, sucb as a fuuernl with viewing, you may bave to pay for embalming. You do not bare to pay for embabn-
ing you did not approve if you selected arrangements sucb as direct cre,tI)aIion Rr J!!unediate b'lr!.a1. H wecbarged for embalming, we will explain wby below.
For the Service of (J.......~ \<. ~1'!1i~ . Date of Death '.,-.O.L
Charge to, }Y\.1v\ti-flruk HJ 1I!1.1.,.)-' .,
Name Address V - City State
A. CHARGE FOR SERVICES SELECTED,
I. PROFESSIONAL SERVICES , r:- tg
Services of Funeral Director/Staff.. .. . ~/\J _I..
.- r
Embalming ....................... .
Other preparation of body
Other clothing
....
.---L
.
Cremation urn. '....'...... ...... ,
(Description)
,
.
.
· oVi'O
TOTAL MERCHANDISE SELECTED.................. B'~
C. SPECIAL CHARGES,
Forwarding of remains to
OTHER
(Funeral Home)
ImmediateBuria1................. .
DirectCremation................. .
. ---
SIJII.TOTAL OF SPECIAL CHARGES...... ..... ..... C'_
D. CASH ADVANCED ,:' /
................................- _ OpeningGrave ..............1t..I:;.~
SUB.TOTAL OF FACILlTIESIEQUlPMENT ,... . . . . . . . A2 .- ~:~~~~~~~:::::: :::::. :: :i'
3. AUTOMOTIVE EQUIPMENT N N' L al .
ewspaper ollces- DC . . . . . . . .. .
Vehicle to transfer remains to Funeral Horn:? 5' ~ Newspaper Nodces-Out-of-town. . .. .
Local. , .,....... ............ .... ../.lL Telephone & Telegrams .
Hearse (Casket Coach) ~) r 11- Airfare..............::::::::::: .
Local".,....,.............. .... ._ ClaJTIMas'Offering.. ............ .~
Limousine i Pallbearers .......................-
Local. . . . . . . . . . . . . . . . . . . .. .. . Cenified CO('les gfte Death ?i. 4- 1"
Famdy C2t ce~cate/}.'.I:-:".!.). ~ /:>...... .----=-
LOC~...,................... .... . PoficeEscon .... ......... ....... .~
Flower car or floral disposition Flowers 1::6 .'.QtJ.. . . 9, m... . .. . . 'f -'7 ..M
Local.................... ....... .tl ~t S~ice re ......;...... :_
~';:lcar/cl~rgy ~~................. '1 ""Cv. 'J~ I ',l.' .~(\ ,
Car for pallbearers .~
~".:;~f't~;';~ ;;a~~~;;a;;~~::::::::: :X :+= 'D
.==1= 111!! ~ SUB,TOTAL OF ADVANCES. ... ... . ....... . ..... .. D J:i:_.J)
SUB-TOTAL OF AUTOMOTIVE EQUIPMENT........ A3':il2.:. We charge you for our services in obl2ining:
SUB-TOTAL OF 'PRoFESSIONAL SEiiVI~~.... AI.,} ICP;P-
2. FACILITIES AND SERVICES
Use of facilities and services for
viewing (VisitationIWake). . . . . . . . . S
Use of facilities and services
for funeral ceremony ............ S
Use of facilities and services for
Memorial Service ............... S
Use of equipment and services
for graveside service. .,.......... S
Other use of facilities
.
(Funeral Horne)
Receiving of remains from
.
TOTAL OF PROFESSIONAL SERVICES.
FACILITIES AND AUTOMOTIVE
EQUIPMENT..................... ...... ........ A
B. CHARGE FO~ MER~ISE.SELECTED:'JlIl-r' tl
Casket, dO. jj"... 1--.... .~
(Descriptionj7""':"" "
(specify casb advances tbal are marked.uP)
.!)~~'j1)
Other Receptacle .........:.. .....
(Description)
""".
.
SUMMARY OF CHARGES
A. Professional Services, Fadfities and -J!
. ~-
EquIpment, and Automotive /II L.~ Y
Equipment .......................~ $0_
B. Merchandise..................... '~7
C. SpeeialCharges .................. '",So( r<P
D. Cash Advances. .................. ." (, -.- lJ Jo~ (j)
. TOTAL OF ALL SEcrIONS........ ,........ '..."'..,' . 7 'J
PAID AT TIME OF OR PRIOR TO if Of, (j()
ARRANGEMEJR'SJO.....P!1.... .............. .
BALANCE~:Ql4.. ... . ............. ~/)-
REASON FOR EMBALMING 1- J-9 - 0 l../
If any law, cemetery, or ave required the purchase
of any of tbe items fisted t is explained below.
Outer burial container.
(Description)
Acknowledgement cards ........... . V
Register book(s) . . . . . . . . . . . . . .. . . .. I
Memory folders ....................,
Prayer cards. . . . , . . . . . . . . . . . . . . . . . t '
Temporary grave marker. . . . . . . . . . . S~
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RECEIPT FOR PAYMENT
Cumberland County - Reqister Of Wills
Hanover and Hiqh Street
Carlisle, PA 17013
STEWART CLIFFORD R
File Number 2002-00672
Remarks MARGARET L STEWART
CW
Receipt Date
Recetpt Time
Recelpt No.
2/11/2003
14:57:21
1031932
Transaction Description
------------------------ Distribution Of Receipt ------------------------
PETITION LTRS ADM
SHORT CERTIFICATE
JCP FEE
Payment Amount
270.00
3.00
10.00
Check# 3502
Total Received.........
$283.00
$283.00
y
,)) i
j ,
ol-\"'W'
. ,;,I\}
IV'
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
RE"'--1513 EX + (9..QO)
. ,
,
COMMON\\I'ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
CLIFFORD R. STEWART
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfefS
under Sec. 9116 (a) (l.2)J
MARGARET L STEWART
1. 669 FRONT STREET
WEST FAIRVIEW, PA 17025
FILE NUMBER
2002-00672
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
SPOUSE 100% of Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.14
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CUMBERLAND COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE, PA 17013-3387
CERTIFICATION OF NOTICE UNDER RULE 5.6 (al
Name of Decedent:
CLIFFORD R. STEWART
Date of Death: 01/01/2002
Will No:
2002-00672
To the Register:
, ) certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was
( served on or mailed to the following beneficiaries of the above-captioned estate on May 12'''
2003 (attached additional sheets, if necessary).
Name
Address
Marqaret l. Stewart
669 Front Street. West Fairview. PA 17025
Notice has now been given to all persons entitled there to under
Rule 5.6(a) except
,
Date: i:J, Z{)ti)
I I
. ?If'1/1JJ rY ~/tU/
Slgnat
Name: Margaret l. Stewart
Address: 669 Front Street
West Fairview. PA 17025
Telephone: 717-732-1488
;JC
o
'-,
-,,-r
Capacity: --L Person Representative
L_.
c...:
i--
Counsel for Personal Representative
I
\~,..j
(JI
N
~~
.
CERTIFICATION OF NOTICE UNDER RULE 5.6 (al
Name of Decedent:
CLIFFORD R. STEWART
Date of Death: 01/01/2002
Will No:
2002-00672
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on May 12'h,
2003 (attached additional sheets, if necessary).
Name
Address
Marqaret L. Stewart
669 Front Street. West Fairview. PA 17025
Notice has now been given to all persons entitled there to under
Ruie 5.6(a) except
Date:iu/;: ,-1) 2,?1t?.!/
(; ()
~ilLf/;~~';( ~fZ1~
Si atur
Name: Margaret L. Stewart
Address: 669 Front Street
West Fairview. PA 17025
o
ll}
Telephone: 717-732-1488
,Y)
I
-'
=
-,
Capacity: --"'-- Person Representative
Counsel for Personal Representative
""
p
. ., ,. ~
-' -........
f~~7?-/1
~
BUREAU ~~ INDIVIDUAL TAXES
I~l~R!TANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'") COUNTY
I i_~
ACN
MARGARET STEWART
669 FRONT ST
WEST FAIRVIEW
'\J_~
PA 17025
ESTATE OF
STEWART
TAX RETURN WAS: (
I ACCEPTED AS FILED
SEE
DATE 08-11-2003
ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. stocks and Bonds {Schedule Bl
3. Closely Held Stock/Pa~tn.rship Interest (Schedule C)
4. Hortgages/Notes Receivable {Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
08-11-2003
STEWART
01-01-2002
21 02-0672
CUMBERLAND
101
Allaunt Rellitied
*
REV-1547 EX aFP {Dl-05l
CLIFFORD
R
1 XI CHANGED
(91
1101
.00
1.207.80
.00
.00
2,135.00
85.325.71
11.000.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens {Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net VQlue of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total of ALL
ASSESSMENT OF TAX:
15. A.ount of Line 14 ai Spousal rat. (15)
16. Amouni of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate U7J
18. Amount of Line 14 tax.ble at Collateral/Class B rate (18)
19. Principal Tax Due
III
(21
(31
141
(51
(61
(7)
7,931.80
.00
1111
1121
1131
1141
NOTE: To insure proper
credit io your account I
submit the upper portion
of this form with your
tax pay.ent.
99,668.51
7.931 8n
91, 736.71
.00
91,736.71
14, lS and/or 16, 17, 18 and 19 will
returns assessed to date.
91,736.71 X 00 =
.00 X 045 =
.00 X 12 =
.00x15=
1191=
.00
.00
.00
.00
.00
TAll CR"DITS:
"C~CH ,+, ANOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-I
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RiY=154i-Ex--AFP--fi,r=o3YNoricE-oF-i-NHEifii'ANce-rAx-il-PPRii'isEHENT~--Aii-oWAiicE-DR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLIFFORD R FILE NO. 21 02-0672 ACN 101
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
,
RESERVATION: Estates of ddcedants dyin~ on or before DecBmber 12~ 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the dscedent after the expiration of any estet. for
life Of'" for years, the Conaonwealth hsreby expressly reserves the right to appraise and assess transfer InheritancB Taxes
at the lawful Class B (collateral) rate on any such futurs interest.
PURPOSE OF
NOTICE:
To fulfill the rsquire.ents of Section 2140 of ths Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 914D).
PAYMENT:
Detach the toP portion of this Notice and submit with your payment to the Registsr of Wills printed on the reverse sida.
--Make check. or 1I\008y order payable 'to: REGISTER OF MILLS, AGENT
REFUND (CR): A refund of a tax credit.. which was not requested on the Tax Return.. lIIay be requested bll cDllpleting an "Application
for Refund of PennsylvanIa Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills.. any of the 23 Revenue District Offices.. or by calling the special 24-hour
answering service for forms ordering: 1-800-36Z-Z0S0} sarvicas for taxpayars with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in Interest not satisfied with the appraise~ent.. allowance.. or disallowance of deductions.. or assessment
of tax (inCluding discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of AppealS, Dept. 281021, HarriSburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the parsonal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS:
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assess.ent Review Unit.. Dept. 280601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-ISOl) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar ~onths after the decedsnt.s death.. a five percent (5X) discount of
the tax paid is allowed.
PENALTY:
Tha 15X tax alllnesty non-participation psnalty is computsd on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax allnasty period. This non-participation
penalty is appealable in the same manner and in the the salle time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) 1I0nths and one (1) day fro~ the date of
death, to the date of paYllent. Taxes which became delinquent before January I, 1982 bear interest at the rate of
six (6X) percent per annum calculated a~ a daily rate of .000164. All taxes which became delinquent on and after
January I, 1982 will bear interest at a rate which will vary from calendar year to calendar YBar with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z003 are:
Intarast Daily Interest Dally Interest
~~ Year ~~ Year ~
Year
Dally
Factor
1982 20X .000548 1987 .. .000247 1999 ]X .000192
1983 16X .000438 1988-1991 llX .000301 2000 8X .000219
1984 llX .0011301 1992: 9X .0002:47 2001 9% .000Z47
1985 13% .000356 1993-1994 ]X .000192 2002 6X .000164
1986 10;: .0002:74 1995-1998 91- .000247 2003 5. .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax beco~es delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If paYllent is made after the interest computation date shown on the
Notice, additional interest lIust be calculated.
REV-1470EX{6-881
. .
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Clifford R. Stewart 2102-0672
REVIEWED BY ACN
John Kuchinski 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H 83 Reduced to $3,342.80. Family exemption can only be claimed against assets subject to
will or intestacy.
ROW
Page 1
STATUS REPORT UNDER RULE 6.12
NameofDecedent: (!hff~~ dZ;;-c>yV1J
DateofDeath:~/M-UAf?/J1- I) 2-00.:z-
WIll No.: /}/~-f' _ Admin. No.:
./
/
t1K
;</-CJ;;? -07.;J.,
'Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes IT No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account ~th the Court? . "J
Yes _ No W1--?~~ ~-I~U=</.Le~ r /cz
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: /}/) <<--
c. ~i~ the personal representative state an account info~ally to the parties tJ" ~~
m mterest? Yes 0 No Gr J- ~ ~ ;;-dcvu I'" C
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
Date:a})3 /}It:;lzv~ct:dli~/MJ
;r!t!-;f?ftJ2 d J,. SIt! wJ1/t?)
Name
;; iSf ~ ~/;ftJ~/r;P~;,
Address ) } P'd. 5;'
7/7- J. 3;2 -/cjyy
Telephone No.
Capacity: @ersonal Representative C. LtJ~)
o Counsel for personal representative