HomeMy WebLinkAbout02-1139
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INFORMANT'S REPORT
G
REV-1500
17-/0 q~ 3
~*' ., CO~~~N~~~0~~~A OF
I:, 'lilli. :. DEPARTMENT OF REVENUE
) OEPl 280601
",.; ,'. . I. HARRISBURG, PA 17128-0601
INSOLVENT
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
a..,IOL
3.~.
COUNTYCOOE
YEAP
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nUl0HER
SOCIAL SECURITY NUMBER
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DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL)
Sunday, Daisy C.
DATE OF DEATH (t-;M:DD'YEAR)--'~-r- DATE OF'BIRTH (MM-DD-YEARI
05-02-2002 06-23-1920
._~.~-_._-~--_._~ ,._-_.'--.~'-
(If APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. fiRST. AND MIDDLE INITIAL)
N/A
SOCIAL SECURITY NUMBER
160
05
8969
THIS RETURN MUST BE fiLED IN DUPLICATE WITH THE
REGISTER OF WILLS
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~ 1. Original Relurn
o 4. limite.d Estate
06- Decedent Died Testate IAl1ach COil/' of Will)
o 9. Uligalion Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale oldNlh after 12.12-82)
o 7. Decedent Maintained a living Trust (AMach copy of Trust)
o 10. Spousal Poverty Cred~\ Idale 01 death belween 12-31.91 and 1-1-95)
o 3. Remainder Relum j\l~\\J oj u&a\h pilOT IQ 12- 13-82)
o 5_ Federal Estale Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) IAfI~(;h Sr;hO)
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THIS SECTION MuSt BE c'()MI!,LETED. AI-L CORRESPONDENCE
NAME
Jane M. Alexander, Esquire
FIRM NAME (If AppliCilble)
.10 IAL. 'AX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
148 S. Baltimore street
Dillsburg, FA 17019
TELEPHONE NUMBER
(717) 432-4514
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 6)
3. Closely Held Corporation, Partnership or Sole.Proprietorship
4. Mortgages & Noles Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Joinlly OW\1ed Property (Schedule F)
o Separate BiHing Requested
(1)
(21
(3)
(4)
(5)
(6) $3.257.62
(7)
7. inter-Vivos Transfers & Miscellaneous Non.probate Property
(Schedule G or L)
(9)
(10)
(B)
$5.049.07
$58.24
(11)
(12)
(13)
($1,849.69)
-0--
$3,257.62
8. Total Gross Assets (total lines 1-7)
9 Funeral Expenses & Administrative Costs (Schedule H)
10. Debts 01 Decedent. Mortgage liabilities, & liens (Schedule I)
11. Total Deductions (lotal Lines 9 & 10)
$5,107.31
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)
(14)
($1,849.69)
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
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15 Amount of Line 14 taxable at the spousal tax
r~te, or transfers under Sec. 9116 (a)(1 .2)
,.0 __ (15)
-0-
,,0_ (16)
16. Amount 01 Une 14 taxable atlineaf rate
17. Amounl of Line 14 taxable at sibling rate
, .12 (17) _______
-0--
, .15 (18)
18. Amount of line 14 taxable at collateral rale
19 Tax Due
(19)~~
. ----~.Q-=---
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS oN ItI:VERSE 1llOE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
908 Nixon Drive
CITY
I STATE --~----Tiip
Mechanicsburg,
17055
Tax Payments and Credits:
1. Tax Oue (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
-0-
Tolal Credits ( A + 6 + C ) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TolallnteresUPenalty ( 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 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
-0-
8. Enter Ihe lotal of Line 5 + SA. This is the BALANCE DUE.
(SA)
(58)
A. Enter the interest on the tax due.
-0-
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
................0 []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a lraosfer 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; Of..
d. receive the promise for life of either payments, benefits or care? ..
2. If death occurred after December 12, 1982, did df2cedenl transfer property within one year of dE';.']th
without receiving adequate consideration?
3. Did decedent own an "in trust for" or payable UPOIl death bank account or security at his or her oeath?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ... ...".............
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No
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Under penalties of perjury, I declare that I have examirled this return. including accompanying schedules and statements. arld to the best of my knowl;" J and belief, il is true, correct
and complete
Daclaratior'l of preparar other than the personal representative is based on all information 01 which preparer has arlY knowledge
DATE)
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For dat s of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
{72 PS 99116 (a) (1.1) (I)l
For dales of death on or aner January 1, 1995, Ihe tax rate imposed on the net value of transfers to or for the use of 'he surviving spouse is 0% [72 P.S. 99116 (alll1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure 0: assets and filing a lax return are still applicable even if
the surviving spouse IS the only beneficiary.
For dates 01 death on or aner 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%, excepl as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1 II
The tax rate Imposed on the net value of Iransfers to or for Ihe use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.311. 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.
"".,....."....
COMMONWEAlTH OF PE/lNSYLVANlA
INHERITANCE TAX RETURN
SI NTO NT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
Sunday, Daisy C.
dl- 001
FILE NUMBER
1139
If In I..et wo.llllde joint within one yel' of the dlcedlnt'. dltt of dllth, If mull III reported on Schedule G.
SURVIVING JOINT TENANT(SI NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.patricia A. Sadler
307 York Road, Carlisle, PA 17013-3159
Daughter
B.
c.
JOINTLy.oWNED PROPERTY:
LEtTER {}ME DESCRIPTION Of PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of finaoclallnstilulion <W1d bank a::counl number or similar idenlifylng number. AIt8ch DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed torjoinUy-heId real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. Citizen Bank checking account no. 142-892-1926 $5,442.25 50' $2,721.12
2. A allfirst account no. 8-000-000-1798934 :.$1.073.01 50% $536.50
.
TOTAL (Also enter on line 6, Recapilulalion) $3,257.62
(If more space is neerle<!, insM a<1ciitinnal shAAl, of tho ..m. ';7.\
NOV-26-2002 11:41
CITIZENS BANK
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!l allfirst
November 20, 2002
Jane M. Alexander
Attorney at law
148 South Baltimore Street
P.O. Box 421
Dillsburg, Pennsylvania 1 7019-0421
'lifir~l Hnandal Ct'nLer N,/\.
P(). \)(!.\ ')lll)
t\liJlsb(n(), Dr ]l)<.J(l(-;
RE: Estate of Daisy C. Sunday
Date of Death: May 2, 2002
Social Security Number: 16lXlS-8969
Dear Ms. Alexander:
In response to your request, please be advised of the following account the above-named
decedent had with this bank and the balance on the date of death.
Account Type........................... Statement Savings Account
Account Number....................... 8000000] 798934
Ownership (Names 01)................ Daisy Sunday or Pauida A. Sadler
Opening Date........................... ]0/02/00
Balance on Date of Death...........$ 1,072.83
Accrued Interest...................... .] 8
Total......................................$ 1,073.01
This response does not apply to any assets held with Allflrst Brokerage, where Allfirst Bank ;s serving as a tnlstee, nor to
any credit cards owned by Bank of America bearing AlI/ltSt Bank's name.
For further account infonnalion, closures and/or reimbursement of funds refer to below
branch:
5219 Simpson Ferry Road, Mechanlcsburg, PA 17055, telephone 717-255-2031.
Sincerely,
"?ll. C? '~Ulc'/~'
Mary Anne Macielag
Associate l/elS
(302) 93+2240
REV-1511 EX+ (12-99) .
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
al - OL-I/3,c,/
ESTATE OF
FILE NUMBER
Sunday, Daisy c.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myers Fw1eral Home - Duneral expense $4949.07
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
2. Attorney Fees Jane M. Alexander, Esquire 100.00
3. 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
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapi1ulation) $ 5,049.07
(If more space is needed, insert additional sheets of the same size)
A I/fllldllrd ofexcel/(,lIH! ill Ce/ll/'(l/ P<!IIIl.,yll'<lllia .rincf! /9/0
cil - 0 '<... - II ~31
noyo L. MVI!:RS, JR., SUplrvisor
)711. MAIN mr~n
MECIIANll'SIIUIl.(i.I'I'NNSYL\lANIA 11U~S
(117)1(,(,..:\411
lyef€> Funeral Home, Inc.
, .EMENT OF FUNERAL GOODS AND SERVICES SELECTED .
(h~l~ ,J af~ unl)' for IhuM.: ilcnlllhalj'Ou 'jf;lcct~d or that all: fC,/ulll:d, If wc are r~,/Ilircd b~ law or bj' I cemeter) or cfenlawl~ IU llIie In~ Ilems. we wm
c~plaln in wrillng b~low. .
1ll'''U lekdtd a funer~lth~1 mal' retjulreembalming. ~Udl as a funeral with "kwlng, you may have 10 pa~ f"r-embalm;nll, VtIII dullO( have 10 pit. for emlnlmloll
l'JU did nol al'llf""~ if )'ou IiCk'ued ~'r~ng<mcnll 'Udl;ll a dlreu tremall"n or immediate burl~, If we ch~r~ fur embalming, we will uplain wh~ lM'luw
fur tlje Senke of /),:-:",....., t ~"".....J......I Pateoflkatb S~l-o"'L
Charge to: fJ~-h,";4' II -s...J.I"", , '(.;D-I y",h (2L C.,hl. p,~ 17()1"'.7
Name Addrc'J <:ill' 5lale
A. CIIARGE fOR SERVICES SELECTED,
l. I'ROfESSIONALSERVICES
Scryke,o(funer.l DirctlOrlStaff
fombidminll
Olherprepawi"nofbod!
s:r"'C1
5~
5"'-;'.1
SUR.fOTAL OF PROfESSIONALSER\'ICES
I;AULlTIH AND ~tR\'lCt~
lIleoff~cililie, and ,dl'it., (ur
l'icwing(VisilaliunIW.kej 50"1""..., I
U,>eufbcililk,andr.c[l:icn
(v,fun('l'Jlcertmvn,.. \ 5 :r....~.,
L',c ufbcililie,.ml ,cn'icc,> for
MemuriaISerl'i,," s~
lI>eufcquil'mellland >l:rl'ins
fvr IIl'::I."e,iJt 'tn'ite S 'f~~. ,
OIDtrme "f(.dlilic,
AIL:&.I..-!
Al S :r;..~ ,
Linl!lmillC
l.ocal
!'amilyt...
Lonl
Hu\\"er tar 0' noul displlsilion
Local
Lt:uJur":l'.'gj"....r
I.<,,'al
Carforpallbl:arcrs
Loc.1
OUI of town lramporc.tion
5/.....1
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sr.....f
,-
,-
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SlIB.TOTAL Of AUTOMOTIVE EQUlPM,ENl'.
Tm'M. Of I'ROH$SlONAt SERYICES,
FACILITIES AND AUTOMOTIVE
EQUIPMENT
A51~
AI~.J
B. ClIARGE fOR ~IERCIIANDlSE SELECTED, ..."
Ca_>~Cl _,.. .. . _ ,_, S 11<;':; .
{Dt;GiptionJ-2.." ",4 t".:;.lIr,
(J--..f...:(: f r~,..,.,
OlhtrRe(epl.dc 5_
Ilk....rirll<'ni__.~_______.____
OultrlJ.uriai,"Hllainn 5~
([)e'Uipli"nJ-8,( (r....._iuj
l~r"ll
IPun'ha'tr)
Olhcrclolhlnf,
Crem.honum
(Descriplion)
OTHER
'-
'-
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TOTAL MERCHANDISE SELECTED
C. SPECIAL CHARGES,
fo"nrdiull"fn'maill510
lFunendilome)
Recdving 01 remains from
(fu~rlIHomel
ImmedWeBurial
\ OjreuCrrmalion
SUB-TOTAL OF SPlOCIAL CIIARGES
D. CASlI ADVANCED
Opening G1JI'e
Celll<ltryElJuipmcnl.
/'ot.lld Oceo.!
Ne,,",p.prrNOllccs-/.IKal
Nrw,papcrNOlicel-Out."f-lown.
Tekphone &; Tdcgraml
Airfare
Cklg)'IMalsOffcring.
P",jbur~n
~~:::~~~l;o,ilt~e !l;3Ih
PoJinElmrl
flower!.
VaultSer~keChw6c .
SliB.TOTAL Of ADVANCES
We ch~rge)"ou 101 our,crrktl ill OOlaini"ll
('perlfJ'(IlWlldll<ln'e~lb<illareJlla~.IlPJ
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SUMMARY m CHARGES
A. Prufe"ionaI5trl'i(el. hl"dlties ~nd
lquipmcrll. ~no.! AUllunotll't
E.qul~m(m
II Mer,h.ndiliC
C SpemiChargc,
II C;llhAd""Kt'
rO'LU Of All SfCTIONS
PAID AT TIME OF OR !,RIOR TiJ
ARRANGEMENTS I~d. .Q)If>
BALANCE DUE. .. ;io/';' 'Pl_-'.J.~., .1" ~ ('SlLS-
Adn"wkd~rn""ll..~r<h ~f""..I,) REASON FOR EMBALMING V7- r-v~ - ,.:II ...1
kegi.ltcrh""~(l) S~ <'-""/< ......'~_ 7'-
~knl<>')" (ol,ler, S S....I If anl' l~\\', nJ]let~r)". '" ..r~mallr;. requilCment~ hao'< ,e'luircd the purchalC
Pra,.tr(~,d.> $_._ lJ(!nvj.l(lheilt:",Jj_'ltdah"l'cthel~wurrClluirclllellli'cxl'lajncdl>c[UW
j'mlp",ar)'~..,cmJf~e;._ (If:, I"'J ;l.!:%; -1...-
1I"r'IJld<llh!ll/! s_ ~_~,~J C...(;j~'~'.~ c.>"'~
I ~~rec lh.n J 11..'r ex.mint'd tile ileml u~ glll!d.land "'(I'keB~kcled ~1101'r an.! fOUIld lhom llJ ho wrrt..r Jnu ~'....rdi"g I" Ihe ....njlCm<n" I hnr rr'l""'ltd, I .(kno"''''dxe
~"t'l'l "f~ "'I'! "f till.> ~I"ll'mcm "f fun<ral ('00.1, an<l ]!~,nre> Selec(ed .llepl"t>'<\\\ j'\ I ~'jSt .uffi<il'n\ Illmb lnil.lhlc In, pal"llcnr "I Ill< I'a,ll IlIil'< hll Ihe /llkllb
and >ell"t' r.chltu J ~bu .g<tC}",Ukt paymcm o(S.'~ '-<4/', "'nhi'1I .... da...I, I "[('few"" ~>inll)' amlsel'er~lJr li)/)Ie ""ilh 'nI'on< ell\.' wllo
''/In, hduw, A laIr ,h.l/l" of . " ..(~ . , per month .nlU~nlln, 10 ---L'L"L~ per rca, w,l1l", aplli1e<l III lhe ulIl"'id bala...:r ocJlinllin/l.:iLL- ""rs
I~I"OJ ~ht <l!l.-U~ Ill" J/lr.,:menl. 1.~!1I ,1'0 PAllO the l'une"llllreum .iIItA50n~hIe ~(lSll paid b\' Iht j.""."lll,,<<:I,.. 1.1 toll."1 ''''"um, I ,IWe un.ler IhiJ 'l\fc(lnem
~,,"J" ,o',~::':~_llldUdc,;juomey\ l""~, coun ,,,,,,, "'}i3<l '>1M' ~-'>>l~, AIIJ 'oIddllluIl;d KT"f"el or Illerrnan<l. ". unlr:r<d 0. rcqurltttl Aller lilt dAle uf lhi. agrrem.m ,,'ill
,,.. (1111,,<1,...._1" I 0 thl.l agre<mcQ! ~ o.! t CO,t ,. of 1..,1 "" rcnel"l<:<i on Ihe lin.i bill or 'l.t<nlC'H
1'1<.,1) /r..A_ '.1:._. n I' ~~ 2 ~.......
IPu'c.''''l a'/.7 \\)110>
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COMMONWEALTH OF PENNSYlVANlt\
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
sunday, Daisy C.
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. verizon - debt of decedent - phone service
AMOUNT
34.44
2.
United Water, pennsylvania - debt of decedent - water se:mlices
23.80
TOTAL (Also enter on line 10, Recapitulation) $ 58.24
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00) .
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
1- 0'2...
FILE NUMBER
3Ci
Sunday, Daisy C.
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DlSTRIBUTIONS [include outright spousal distributions, and lranslers under
Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
1.
Patricia A. Sadler
307 York Road, carlisle, PA 17013
Daughter 1/3 residue
2
Michael J. snnday, Jr.
Range End Road, Dillsburg, PA 17019
s~ 1/3r~idue
3
Jerry sunday
9520 Carlisle Road, Dillsburg, PA 17019
Son 1/3 residue
ENTER DOLLAR AMOUNTS FOR OISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
Il NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. None
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 01 the same size)
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Name of Decedent:
Date of Death:
STATUS REPORT UNDER RULE G.12
Daisy C. Sunda
May 2, 2002
W111 NO . _ Tax docket no. 21-02-1139 Admin . No .
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the foi'ewinq with respect to completion of
the administration of the above-captionec:~es~ate:
1. State whether administratien of t:~e estate is complete:
Yes x No
.Z. If the answer iJ No, s~3t2 when the personal
representative reasonably believes t:~at the administration will be
complete:
.3. If the answer to No. 1 is Y?s, state the following:
a. Did the personal representative file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (if any) for
the persoral representati~~e's account is:
c. Did the personal =epresentative state an
account informally to the parties in i.^.ter~s*_? Yes x No
d. Copies of receipts, r=leases, joinders and
approvals of formal or informal acccunts may be filed with the
Cerk of the Orphans' Court and may b~ attached to this report.
Date: `~
ignature
Jane M. Alexander, Esquire
Name (Please type or print)
148 S. Baltimore Street
Address Dillsburg, PA 17019
( 717) 13,x, _ ~.~14
Tel. No.
(MAHsrmf/AM3)
Capacity: PersonaloRepresentative
x Counsel for personal
representative
/~-/oy ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
JANE M ALEXANDER ESQ
148 S BALTIMORE ST
DILLSBURG PA 17019
DATE 02-10-2003
ESTATE OF SUNDAY DAISY C
DATE OF DEATH 05-02-2002
FILE NUMBER 21 02-1139
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
-----------------------------------------
---------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUNDAY DAISY C FILE N0. 21 02-1139 ACN 101 DATE 02-10-2003
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 A)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 5,049.07
10. Debts/Mortgages Liabilities/Liens (Schedule I) (10) 58.24
11. Total Deductions
(11) 5.107.1
12. Net Value c)f Tax Return 1
849
69-
13. Charitable/'Governmental Bequests; Non-elected 9113 Trus (12)
ts (Schedule J) (13) ,
.
.00
14. Net Value of Estate Subject to Tax 1
849
69-
(l4) ,
.
NOTE: If an assessment was issued previously, lines
reflect figures that include the tot
l
f 14, 15 andior 16, 17, 18 and 19 will
a
o
ALL
ASSESSME returns assessed to date.
NT OF TAX:
15. Amount of Line 14 at Spousal rate (15) ,00
16.
Amount of
Line
14
taxable at
Lineal/Class A rate
(16)
00 X
17.
Amount of
Line
14
at Sibling
rate
(17l .
00 X
18.
Amount of
Line
14
taxable at
Collateral/Class B rate
(18) .
00 X
19.
Principal
Tax
Due . X
DATE
/PEN PAID (-) ~ AMOUNT PAID
00 _ .00
045 - . 00
12 - .00
15 = .00
(19)= . 00
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 E% ~FP (O1-OS)
( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(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) . 0 0 tax payment .
(6) 3 , 257.62
(7) .00
(s) 3,257.62
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B [collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
REFUND (CR): A refund of a tax credit, which was mat requested an the Tax Return, may be requested by completing 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 faros ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisament, 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 personal 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 Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone [717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident
Oecedent^ (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed 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 amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tine 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) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%] percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Vear Rate Factor
19g2 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1884 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown an the
Notice, additional interest must be calculated.