HomeMy WebLinkAbout02-0902
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' ~COMMONWEALTHOFPENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,280601
HA~_R!::;!'I_U~G, PA l?~~~~L
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I 17':"1').'':;'3 .Y
I FILE NUMBER
21 001 oCJo;<
QQj,JNTY C;9DE_ YEA"L NUM~ER
_m_..__ ___ _____
SOCIAL SECURITY NUMBER
~
Z
W
Q
W
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SAVITSKY, ELEANOR
DATE OF DEATH (MM-DD-YEAR)
07/18/2002
192-14-4902
--TeATE OF BIRTH-tMM.OD-YEARj
i 06/0111913
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
ISOCIALSEC~~~I~u1~: OF WILLS
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
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UZ<
w~g
:t:~..J
U~m
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o
~ 6.
o 9.
Decedent Died Testate (Attach copy
of Will)
Litigation Proceeds Received
D 2. Supplemental Retum
o 4a.
o 7.
o
.;"," , _ "., ,,}2;'~1.918nd 1-1-95\
,illlli~~I_ji_i~ .]11,.;
1 Original Retum
4 Limited Estate
Future Interest Compromise (dale of death after
12-12-82)
Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
''!!i!$illE ..HiM.
NAME
Edward L. Schorpp
- ....~.- ,.-'H iII1IIlNllAQlIliOllI!il!lfll!OTEDl'(l:
COMPLETE MAILING ADDRESS
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z .045 (16)
Q 16.Amount of Line 14 taxable at lineal rate x
~
<
~
~
~ 17.Amount of Line 14 taxable at sibling rate 26,173.60 x ,12 (17)
~
0
U
~ 18. Amount of Line 14 taxable at collateral rate x ,15 (18)
----
19. Tax Due (19)
FIRM NAME (If applicable)
Martson Deardorff Williams & Otto
Ten East High Street
Carlisle, PA 17013
TELEPHONE NUMBER
717/243-3341
1. Real Estate (Schedule A) C)~:
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6..Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1) None.
(2) None
(3) None
------
(4) None
(5) 8,916.80
(6) 26,591.24
(7) None
(9) 8,436.49
(10) 897.95
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
!
..,~I
j
(8)
35,508.04
(11)
9,334.44
26,173.60
(12)
(13)
(14)
26,173.60
3,140.83
3,140.83
>~'lll;i$_'i:li*il$\liliRiA~~iIWl!liiIIQH$'i:I~!i1~~,l!illlEiiAI'IIlR~lil"ellltl.i~. .~-_.----------:-_ ___
Form REV-1500 EX (Rev. 6-00)
Copyright 2000 form software only The Lackner Group, Inc.
Decedent's Complete Address:
STREET ADDRESS
700 Walnut Bottom Road
CITY
Carlisle
STATE PA
I
,ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,140.83
157.04
Total Crediis (A + 8 + C)
(2)
157.04
3. Interest/Penalty if applicable
D. Interest
E. Penalty
8. Enter the total of Line 5 + 5A. This is the BAlANCE DUE.
(3) 0.00
(4)
(5) 2,983.79
(5A)
(58) 2,983.79
TotallnIerest/Penalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
Make Check Payable fo: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................... .............................
b. retain the right to designate who shall use the property transferred or its income;..............................
c. retain a reversionary interest; or ............................................... ,................................................ ..................
d. receive the promise for life of either payments, benefits or care?.............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.... ....................................... .............................................. ..... .......................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................................... ....................... ............................. .........................
Yes No
~ I
D 181
D 181
D 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
. ADDRESS
19 Abbey Court
~arlisle,1'~~(}13
/0-3-0:;;).
DATE
ADDRESS
/0 -3-o~
DATE
Ten East Higl) Street
Carlisle, PA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
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. 99116 (a) (1.2)].
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. 99116
1.2) [72 P.S. ~9116 (a) (1 )1.
The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. 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.
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21- -
-...-- --
-- ----
ESTATE OF
SAVITSKY, ELEANOR
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
6,522.99
First Union CD #247412041098403, burial account
2
Forest Park Health Center, refund
1,980.93
3
Blue Cross/Blue Shield, refund of premium
262.88
4
Bell Hearing Aid Center, refund
150.00
TOTAL (Also enter on Line 5, Recapitulation)
8,916.80
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
------
,----..-
1 FILE NUMBER
21 - -
---- -..-
ESTATE OF
SAVITSKY, ELEANOR
If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Vincent Zeladonis
19 Abbey Court
Carlisle, PA 17013
Brother
JOINTLY OWNED PROPERTY:
2 A
see note
First Union Savings #3000023887773 (note: This
, account was opened 8/17/01 with funds from a First
Union account originally made joint in 1992. Account
type varied to take advantage of interest rates but was
funded with funds from original joint account opened
in 1992.)
DESCRIPTION OF PROPERTY , F DEAT
Incl~d~ n~me <?f~nancial institution and bank .a~count number DATE OF DEATH , D~COD'S; OA0~~0E OF H
or Similar Identifying number. Attach deed for JOintly-held real VALUE OF ASSET !INTEREST DECEDENT'S INTEREST
lestate.
__oj
2,213.211
38,385.641
I
,
ITEM . LETTER
NUMBER 'FOR JOINT
TENANT
DATE
MADE
JOINT
A
06/13/2000 F&MTrust, checking #33-22548
50%
1,106.61
50%
19,192.82
3
A
see note First Union Checking #1010042362274 (note: This
account was opened 10/22/01 with funds from joint
: savings account, Item 2 herein)
12,583.61,
50%
6,291.81
TOTAL (Also enter on line 6, Recapitulation)
26,591.24
*'
SCHEDULEH
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SAVITSKY, ELEANOR
FILE NUMBER
21-
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Kizis-Lokuta Funeral Home, Pittston, PA
6,987.00
2
Grave marker
250.00
3
Travel and accommodations to prepare for funeral services
412.00
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
State
Zip
2.
750.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
4. Probate Fees
State
Zip
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
I F&M Trust research ree 5.00
2 Tollealls 17.49
Total of Continuation Schedule(s)
15.00
TOTAL (Also enter on line 9, Recapitulation)
8,436.49
'*
ScheWIe H
Funeral Expel s e s &
Adnirlistl."ll Costs conli1ued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF SAVITSKY, ELEANOR
3
Register of Wills Filiog Fee, Inheritance Tax Retorn
I FILE NUMBER
21- -
15.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
__L
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - -
ESTATE OF
SAVITSKY, ELEANOR
Include unrelmbursed medical expenses.
ITEM
NUMBER
1 Continuing Care RX
DESCRIPTION
AMOUNT
346.39
2
Lancaster HMA Physicians
22.16
3
West Shore EMS-BLS
529.40
TOTAL (Also enter on Line 10, Recapitulation)
897.95
~EV.1513 EX+ (9.00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SAVITSKY, ELEANOR
FILE NUMBER
21 - -
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
nn Nnt II_t Tnurtillilll_'
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Vincent Zeladonis
19 Abbey Court
Carlisle, PA 17013
Brother
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she t
AMOUNT OR SHARE
OF ESTATE
100% of estate residue
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 91 1 3 FOR WHICH AN ELECTION TO T IV. IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1S00 COVER SHEET
f'~l~N "~
Reference 10: clOf:i812
FIrst UnionrWachovia
Attn: Account Ve-nfic3tJOl1S
POBox 40028
RU:lnoke VA 24022-"7313
A ugmt 20, 2002
MARTSON DEARDORFF WILUAMS & OTTO
TEN EAST HIGH STREET
CARL1SLE, PA 17013
SUBJECT: Verification / Conftrmationof Account and Balance Infomlation provided for:
Customer: ELEANOR SAVITSKY (SSN# 192-14-4902)
Date or Death: July IS, 2002
Deposit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance'"
Date
Opened
Maturity
Date
interest Accmed YTD Date
Rate Interest Interest Paid Closed
::::ERTIFrCA TE OF DEPOSIT
247412041098403
$6,519.42
3/16/2000
$3.57
$246 90
7/22/2002
LEGAL nTLE: ELEANOR SAVITSKY
BURIAL FUNDS ESCROW
:::HECKlNG
1010042362274
$12,58262
10/22/200 I
$0.99
$4\.74-
~EGAL TITLE: ELEANOR SA VITSKY
IfNCENT ZELADONIS
;USAN L. BENNER, POA
~CCOUNT AS TITLED SINCE OPENfNG
AVrNGS
1000023887773
$38,347_84
SIl 7/200 I
$3730
$540.86
.EGAL TITLE: ELEANOR SAVITSKY
'INCENT zELADONIA
CCOC'NT AS TITLED SINCE OPENING
ot D\lC \0 system limitations, we can only provide a twelve month average balallce on depository accounts
Schedule E, Item 1 and Schedule F, Items 2 & 3
RE: ELEANOR SAVITSKY
DATE OF DEATH
7-18-2002
ACCOUNT INFORMATION
L-CHECKING
SAVINGS
___CERTIFICATE OF DEPOSIT
SAFE DEPOSIT
SHARES OF STOCK
DATE OPENED 6-13-2000
DATE CLOSED
STILL ACTIVE
ACCOUNT NUMBER
33-22548
ACCOUNT BALANCE AT DATE OF DEATH
$2.212.97
ACCRUED INTEREST $0.24
TOTAL ACCOUNT BALANCE $2.213.21
NAME(S) ON ACCOUNT ELEANOR SAVITSKY & VINCENT ZELADONIS &
SUSAN L. BENNER POA
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAVINGS
____CERTIFICATE OF DEPOSIT
SAFE DEPOSIT
SHARES OF STOCK
DATE OPENED
DATE CLOSED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
------------------------------------------------------------------
Schedule F , Item 1
LAST WILL AND TESTAMENT
OF
ELEANOR SAVITSKY
I, Eleanor Savitsky ,of the Township of Jenkins, County of Luzerne, and the
Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do
hereby make, publish and declare this to be my Last Will and Testament, in manner and
form following, hereby revoking any and all Will or Wills or Codicils, thereto heretofore
made by me.
FIRST: I direct that all my just debts and funeral expenses be fully paid and
satisfied as soon as conveniently may be after my death.
SECOND: I give and bequeath all the household contents and furniture to my
sister in law, Peggy A. Zeladonis.
THIRD: I give and bequeath all the rest, residue and remainder of my estate to
my brother, Vincent Zeladonis, provided he survive me by thirty (30) days.
(~<
(SEAL)
FOURTH: In the event that my brother, Vincent Zeladonis, dies on or before the
thirtieth day following my death, then the residuary shall be distributed as follows:
A. My sister in law, Peggy A. Ze1adonis
40%
B. My brother, Joseph Zeladonis
20%
C. My nephew, Thomas M. Zeladonis
20%
D. My niece, Susan L. Benner
20%
FIFTH: I hereby nominate, constitute and appoint my brother, Vincent Ze1adonis
as Executor of this my Last Will and Testament. In the event that my brother, Vincent
Zeladonis, ceases to act or fails to qualify as Executor then I appoint my niece, Ssuan
L. Benner as alternate Executrix.
SIXTH: I direct that my personal representatives shall not be required to give bond
for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
"t''?!
, ,
,
~
,1999.
Will and Testament this 1M::
...
The preceding instrument, consisting of this and one other typewritten page, each
identified by the signature of the Testatrix was on the day and date thereof signed,
published and declared by, Eleanor Savitsky the Testatrix, therein named, as and for
Last Will, in the presence of us, who at her request, in our presence and the presence of
e other, have su 'bed our names as witnesses hereto.
,-
I,
....
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF LUZERNE
: SS
I, Eleanor Savitsky, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes herein expressed.
~.
Sworn to and s d
before me this K, day
of~ ,1999.
~gfAPSP~B~
~
NOTARIAL SEAL
JOSEPHINE M. HOWLEY, NOTARY PUBLIC
. ,P'TTSTON, LUZERI/E COU~TY ,
~"IY CO~MISS'ON EXPIRES J~~!I.'~nYJ 1f.~!' '
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF LUZERNE : SS
We, rl-~ T-~"" ~ 7~ the witnesses whose names are signed to the
attached or.ro-;g;;ing instrument, being duly sworn according to law, do depose and say that we
were present and saw the Testatrix sign and execute the instrument as her Last Will; that Eleanor
Savitsky signed willingly and that she executed it as free and voluntary act for the purposes therein
expressed; that each of us in the hearing and signing of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge the Testatrix was at the time 18 or more years, of sound
mind and under no constraint or undue influence. ~ r: ~
?~A{.~
Sworn to and subscribed
be~S~y
of ,1999.
kAAy~U~
. NOTARI.( s' L
JaAf:~~~NHOWLEY. NOTARY PUBUC
:n r~w.jJ..'" ,LUZERNE COUNTY
"'''''-'-.. ....,,-,.,.~IEXt,I?lr:.'=: ltal"~qy
-_i_.';"::;,;;,;",,..:~,,'_~ :'~,~,22.qQ. j
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDlVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SCHROPP EDWARD L ESQUIRE
MARTSON DEARDORFF ETAL
TEN EAST HIGH STREET
CARLISLE, PA 17013
--------fold
ESTATE INFORMATION: SSN: 192-14-4902
FILE NUMBER: 2102-0902
DECEDENT NAME: SAVITSKY ELEANOR
DATE OF PAYMENT: 10/07/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/18/2002
NO. CD 001695
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,983.79
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: VINCENT ZELADONIS C/O
EDWARD L SCHORPP ESQUIRE
CHECK# 774
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$2,983.79
MARY C. LEWIS
REGISTER OF WILLS
/?- '1c2- (..:3
'v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG~ PA 171Z8~D6Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
EDWARD L SCHORPP
MARTSON ETAL
10 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
7 COUNTY
ACN
11-19-2002
SAVITSKY
07-18-2002
21 02-0902
CUMBERLAND
101
MOunt R_i ti.d
*'
IE'l-lSUUioFl'Ul-I2J
ELEANOR
PA 17,013
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 ...
REV=i547-Ex-"iiP--loFozY-NoT"icniF-'rriHEifiTANCE-,.-A'x-A!iPRAisEj.iENi:~--"Li-owANCE-Di-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SAVITSKY ELEANOR FILE NO. 21 02-0902 ACN 101 DATE 11-19-2002
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CHAN8EO
I~ an assess.ent was issued previouslY. lines 14. 15 and/or 16. 17. 18 and 19 will
r~lect ~igures that 1nclude the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIOuot of Line 14 at. Spousal rat. US)
16. ~ount of Lin. 14 taxable at Lineal/Class A rat. (16)
17. Anount of Line 14 et Sibling ret. (171
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
D TS.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule FI
7. Transfers (Schedule G)
8. Total Assets
III
121
(31
(41
151
(61
(7)
.00
.00
.00
.00
8.916.80
26.591. 24
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Mise. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total DaducUons
12. Net Value of Tax Return
13. Charitable/Govennnental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
191
1101
8,436.49
897.95
1111
1121
1131
(14)
NOTE:
.00
.00
26,173.60
.00
X 00 =
X 045 =
X 12 =
X 15 =
T
+
INTEREST/PEN PAID (-I
157.04
AHDUNT PAID
2,983.79
DATE
10-07-2002
NUHBER
CD001695
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your accountl
subMit the upper portion
of this for. with your
tax pay.ant.
35,508.04
9.::134 44
26,173.60
.00
26,173.60
1191=
.00
.00
3,140.83
.00
3,140.83
3,140.83
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU Ht.Y lIE DUE
A REFUND. SEE REVERSE SIDE OF THIS ~nllM ~nD TUC!TD......,.,.......... "