HomeMy WebLinkAbout02-0974
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
17 - 4'1- II
OFFICIAL USE ONLY
D
E
C
E
D
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T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME(LAST, FIRST,AND MIDDLE INITIAL}
Dunkle Mabel I.
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
174-05-2807
THIS RETURN MUST BE ALED IN DUPUCATE WITH THE
DATE OF BIRTH (MM-DD-YEAR)
07/31/2002 01/08 1913
(IF APPLICABLE SURVIVING SPOUSE'S NAME (LAST, FIRST,AND MIDDLE INITIAL)
21-02. 91 ~
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent MaintaIned a living Trust 0
(Attach copy of Trust)
(Attach copy of Will)
o 9. litigation Proceeds Received
3. (date of death
. Remainder Return prior to 12-13-82)
S. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A)
(date of death between 12~31-91 and 1-1-95) (Attach Sch 0)
THIs SECTION MUSt BE cOMPl,ETEIt.ALL CORRESPONDENCE &. CoNFItlENTIALTAX INFORMATION sHOULD BilllAECTEIt 10: ;
NAME COMPLETE MAILlNGADDRESS
Ro er B. Irwin Es .
FIRM NAME(lf Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
R
E
C
A
P
I
T
U
L
A
T
I
o
N
49-2353
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
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 (7)
(Schedule G or LI
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 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)
(1)
(2)
(3)
None
NODEr
None
(4)
(5)
None
500.00
(6)
59,496.88
None
1,686.70
180.40
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
58,129.78
X
X
X
X
.0 0
.045
.12
.15
Copyright (c) 2000 form software only The Lackner Group, Inc.
OFFICIAL USE ONLY
I,
(8) 59,996.88
(11) 1.867.10
(12) 58,129.78
(13)
(14) 58,129.78
(15)
(16)
(17)
(18)
(19)
0.00
2,615.84
0.00
0.00
2,615.84
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address.
STREET ADDRESS
5010 South West Street
CITY I STATE I ZIP
Carlisle PA 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)
2,615.84
130.79
Total Credits ( A + B + C) (2)
130.79
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
":!:~'t~~~~:~~~~~~!y'~~I'~~tt~~i~~"~G~~Y'I~~~:I~~I:~t~~I'~~I~~::::'!~!!":~~"y~,~:~~~:~I~~!~:I~y~I'~t~@k~I"
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ~ ~ix
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?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Totallnterest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek 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)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable 10: REGISTER OF WillS, AGENT
0.00
2,485.05
0.00
2,485.05
o
o
o
[!l
[!l
[!l
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my k:nowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
Robert L. Dunkle
201 Buckthorn Drive
-----------------------------------------------------
Carlisle, PA 17013
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
-- -carYisi~---PA-- -i i6i3-- -- -- - ----- - - --- ---- --- ---
DATE
tl)/'Il/f))...
DATE
For dates of dea on r 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
/.[72PS.9116(a)(11)(;)].
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. 9116 (a) (1.1) Oil]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return 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. 9116 (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. 9116(1.2)
[72 P.S. 9116(aXlI].
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)]. 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.
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-001
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mabel I. Dunkle
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSiI 174-05-2807
07/31/2002
FILE NUMBER
21-02
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
1
DESCRIPTION
Miscellaneous personal property sold
VALUE AT DATE
OF DEATH
500.00
TOTAL (Also enter on line 5, Recapitulation) $ 500.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mabel I. Dunkle
SCHEDULE F
JOINTL V-OWNED PROPERTY
SSII 174-05-2807
07/31/2002
FILE NUMBER
21-02
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT(S) NAME
Ralph H. Dunkle
ADDRESS
RELATIONSHIP TO DECEDENT
2018 SW Brisbane St son
Port Saint Lucie, FL 349
B.
Robert L. Dunkle
201 Buckthorn Dr
Carlisle, PA 17013
son
c.
JOINTLY-OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY %QF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECO'S VALUE OF
account number or similar identifying number.
NUMBER TENANT JOINT Attach deed for jointly- held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 B 03/11/98 First Union, certificate 20,938.22 50.00% 10,469.11
1116270
2 A 03/11/98 First Union, certificate 20,938.22 50.00% 10,469.11
~16279
3 B 09/01/67 M&T Bank, checking account 16,957.03 50.00% 8,478.52
4 B 04/24/96 Waypoint Bank, certificate 30,080.14 50.00% 15,040.07
111754286694
5 A 04/24/96 Waypoint Bank, certificate 30,080.14 50.00% 15,040.07
111754286695
TOTAL (Also enter on line 6, Recapitulation) S 59,496.88
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1509 EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Mabel I. Dunkle
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSfl 174-05-2807
FILE NUMBER
21-02
07/31/2002
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Cumberland Valley Memorial Garden
590.00
2
Grace United Methodist Church
200.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number{s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT <5< HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
750.00
4. Probate Fees
S. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
F. Potteiger, Auctioneer - expenses
131.70
2
15.00
Register of Wills
TOTAL (Also enter on line 9, Recapitulation) $ 1,686.70
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-1512 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mabel I. Dunkle
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES. AND LIENS
SSfI 174-05-2807
07/31/2002
FILE NUMBER
21-02
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Comcast Cable
DESCRIPTION
AMOUNT
40.39
2
Penn Power & Light Co.
40.86
3
Sprint Telephone
99.15
TOTAL (Also enter on fine 10, Recapitulation) S 180.40
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Mabel I. Dunkle
SSff 174-05-2807
07/31/2002
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
son
son
FILE NUMBER
21-02
AMOUNT OR SHARE
OF ESTATE
one-half
remainder
one-half
remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU la, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
0.00
TOTAL OF PART 11- 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)
Copyright (cl 2000 form software only The Lackner Group, Inc.
1.
Ralph H. Dunkle
2018 SW Brisbane St.
Port St. Lucie, FL 34984
2.
Robert L. Dunkle
201 Buckthorn Drive
Carlisle, PA 17013
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Form REV-1513 EX (Rev. 9.00)
h~
mill
anb
~t5tanntnt
I, MABEL I. DUNKLE of Carlisle, Cumberland County, Pennsylvania,
do make and publish this as and for my last will and testament, here-
by revoking any and all wills heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and ad-
ministrative expenses as soon as convenient after my decease.
2. I authorize and empower my executors to sell any real and/or
personal property owned by me at my death, at either public or private
sale or sales, and to give good and sufficient deeds and/or bills of
sale therefor, in fee simple, as I could do if living. My executors
are authorized and empowered to continue to engage in any business in
which I may be engaged at my death, for a period of one year after my
death.
3. All the rest, residue and remainder of my property, real and
personal, I give, devise and bequeath to my two sons, Ralph H. Dunkle,
Jr., and Robert L. Dunkle, share and share alike.
4. Should either of my children die before my death, leaving a
child or children under the age of twenty-one years, to take the in-
terest of their parent by substitution, then I give devise and be-
queath the share of such grandchild, to be held in trust, by Farmers
Trust Company, Carlisle, Pennsylvania. The trustee, as well as my
executors, are hereby authorized to retain, unconverted, any property,
real or personal, that I may own at my death, and shall be under no
duty to convert the same into legal investments. The trustee shall
have the power and authority to sell, transfer, convey, invest and re
invest and to pay over the net income of the trust property to or for
the use and benefit of any such grandchild or to accumulate the same
in the sole discretion of the trustee. The trustee is also authorize
and empowered to pay over to, or for the use and benefit of said
grandchild, such portion of or all of the principal of the grandchild
trust estate as in its sole discretion seems proper, for the mainten-
ance, education or setting up of said grandchild in business or in a
profession or for similar purposes. When the said grandchild reaches
the age of twenty-one years, then whatever remains of income or prin-
cipal of the trust estate shall be distributed to said grandchild.
5. I nominate and appoint Ralph H. Dunkle, Jr., and Robert L.
Dunkle, to be the executors of this my last will and testament with-
out the filing of any bond.
6. I direct that Irwin,Irwin & Irwin, Carlisle, Pennsylvania,
be retained as attorneys in the settlement of my estae.
WITNESS my hand and seal this
13'tfr;""day of September, 1965.
/7~ Ii I
J://a '1-'. .
/
G~. ,/J-<_~j~IlJ.SEAL)
Signed, sealed, published and declared by the within named
testatrix as and for her last will and testament, in our presence,
who at her request, in her presence and in the presence of each
other, have hereunto set our names as s.
'~~L.-.- .t;. Lh~
/)
. ~u, ....,~"_,."._,~,....,-..,.."~.., '."_~.'"'" "^"_"'..''''_''''~ ','U
'_NO
Re:fercnce 10: 409561
First UnionJWachovia
Atm: Balance Confiunation Services
POBox 40028
Roanoke VA 24022-73 I 3
October 29, 2002
IRWIN MCI<NIGHT & HUGHES
60 WEST POMFRET STREET
CARLISLE,PA 17013.3222
SUBmCT, Verification I ConfU'lnarioD of AccOllDt and Balance Information provided for:
Customer: MABEL I DUNKLE (SSN# 174-05-2807)
Date oCDeatll: Joly 31, 2002
Dennsit Aecount Information
ACCOllnr
Type
ACCQunt
Number
OatlofDel:lth.
Bala.nc:.:
Avcrnge
Balance.
Date
Op",.d
Maturity Int&'e5t Accrutd Y'fD Date
D:l:te Rate In~[ Interesl Paid Clo~ea
CERTIFICATE OF DEPOSIT 247412041716270
LfC,\L TITLE; MABEL (DUNK.LE
ROBERT L DUNKLE
S20.917.J9
3/1112002 9/lli.I002
$20.83
$120.60
8/6/2002
CERTIFlCAT(; OF DBPOS1T 247412041716279
LEGAl, TITLE; MABEL 1 DUNKLE
~~. DUNKLE
$20.9\7.39
3/1112002
9/11'2002
520.83
5120.60
S/B/20D2
. Dur to sysr::1n Jimitltianli, wr: can only prOvide a twelvE: month average ba,lanc:r: on dltpOsitory acCQunts,
Other Tnformatinn
THE ABOvE REFF.RENCED ACCOUNT NUMBERS ARE A ROLLOVER. FR.OM CD 247412041481999 WHlCtl CLOSED 03.11-2oo2.
ojo Date of death balance does not include accrued interest.
.. If dare of death occuns on a weekend or a holiday, date of death balance does not Include lUly transactions that were
;;; ma<lc durirt8 that nme poriod
~ ~......UL-
Brenda Allen
Scrvlcenter Ali60ciatc
Ocrober 29,2002
(540)S63-7323
Phon. Number
ab!;Ii~
001032
F!'!M&TBank
Manufacturers and Traders Trust Company, 1100 Wehrle Drive. P.O. Box 767, Buffalo, NY 14240-0767
October 18, 2002
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
~~~~UW[~
OCT 26 2002
MABEL I DUNKLE
7/31/2002
IRWIN, McKNIGHT & HUGHES
To Whom It May Concern:
Identified below is the account information requested.
1. 1\II&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
0.0.0. Accrued Interest
Balances
(Includes Accr.
Int.)
$16,957.03 $.00
CHK
2673010373
OPENED 9/67
MABEL I DUNKLE
ROBERT L DUNKLE
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY: cf}/i4~ ~~'--'/~,.~
Authorized Signature
DATE: 0- I ,f - 02.-
08/22/2002
1"1 Way~qi!lKt
LOOK FOR US. WHL GET YOU THERE. ~~~~UWOC~
AUG 23 2002
IRWIN MCKNIGHT & HUGHES
60 W POMFRET ST
CARLISLEPA 17013
IRWIN, McKNIGHT & HUGHES
The information which you requested on the account(s) of MABEL DUNKLE
(Social Security Number 174-05-2807) is/are as follows:
1754286695
CERTIFICATE
04/24/96
30000.00
80.14
30080.14
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership JTO
Name of Joint ROBERT
Owner, if any DUNKLE
Date Ownership 04/24/96
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
1754286694
CERTIFICATE
04/24/96
30000.00
80.14
30080.14
JTO
RALPH
DUNKLE
04/24/96
PLEASE COMPLETE W-9
ZCerelY~
/J!itylio~
SENIOR SERVICES REP.
P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll Free I-B66-WAVPOINT (I-B66-929-7646) .IN YORK AREA 717/815-4500 . www.waypointbank.com
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 7 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11 96)
NO. CD 001788
ROGER B IRWIN ESQUIRE
60 W POMFRET STREET
CARLISLE, PA 17013
fold
ESTATE INFORMATION: ssN: 174-o5-2so7
FILE NUMBER: 2102-0974
DECEDENT NAME: DUNKLE MABEL I
DATE OF PAYMENT: 10/30/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/31 /2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 52,485.05
TOTAL AMOUNT PAID:
REMARKS: ROBERT L DUNKLE
C/O ROGER B IRWIN ESQUIRE
CHECK# 3015
SEAL
INITIALS: CW
MARY C. LEWIS
RECEIVED BY
REGISTER OF WILLS
52,485.05
REGISTER OF WILLS
`~ ~' !/ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP coi-oz~
DATE 12-16-2002
ESTATE OF DUNKLE MABEL I
DATE OF DEATH 07-31-2002
FILE NUMBER 21 02-0974
COUNTY CUMBERLAND
ROGER B IRWIN ACN 101
IRWIN ETAL Amount Remitted
60 W POMFRET ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DUNKLE MABEL I FILE N0. 21 02-0974 ACN 101 DATE 12-16-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule B)
3. Closely Held 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
[1) .00 NOTE: To insure proper
[2) ,00 credit to your account,
[3) .00 submit the upper portion
[4) .00 of this fora with your
(5) 500.00 tax payment.
(6) 59,496.88
(7) .00
(8) 59,996.88
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,686.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18 0.40
11. Total Deductions (11) 1.867.10
12. Net Value of Tax Return (12) 58,129.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 58, 129.78
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
00
00
00
15. Amount of Line 14 at Spousal rate (15) .
=
X .
16. Amount of Line 14 taxable at Lineal/Class A rate [16) 58,129.78 X 045. 2,615.84
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00
19. Principal Tax Due (19). 2,615.84
1 f1A YRGYi 1 V
DATE
NUMBER
+
INTEREST/PEN PAID (-l
AMOUNT PAID
10-30-2002 CD001788 130.79 2,485.05
TOTAL TAX CREDIT 2,615.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e eccnun cFF REVERSE STDF OF TNIS FDRM FOR INSTRUCTIONS.)