HomeMy WebLinkAbout05-25-88
.. ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. .
Under penalties of perjury, I declare Inot I have examined Ihis return, including accompanying schedules and ,totemen", and to the best of my knowledge and belier
it is true, correct and complete. I declare thOf 011 real estate has been reported at true market value. Declaration of preparer olher thon the personal representative is
based on all information of which preparer hos any knowledge.
SIGNATURE OF PERSON ll:ESPONSI8lE FOR FILING RETURN ADDRESS DATE
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R[\I.1500 fl(. (:2 811
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FILE NUMBER
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COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
POST OffiCE eox 8327
HARRlsaURG, PA 17105.8317
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
21-78-166
COUNTY CODE
DECEDENT'S COMPLETE ADDRESS
YEAR
NUMBER
DIEHL, GLENN W.
SOCIAL SECURITY NUMBER
Star Route, Box 89
Shippensburg, PA 17257
DATE OF DEATH
DATE OF BIRTH
174-20 8240
o 1. Original Return
o 4. limited Estate
12/18/77
5(] 2,
5/21/26
County
03,
05,
Remainder Return
{for dates of death prior to 12.13.82)
Federal Estate Tax
Relurn Required
Total Numberof Safe Deposit Boxes
Supplemental Return
o 40. Future Interest Compromise
(for dote. of deo,h after 12-12-B2)
~ 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust
(Attoch copy of Will) (Attach copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
_B,
Robert M. Frey
TElEPHONE NUMBER
5 South Hanover Street
Carlisle, PA 17013
243-5838
35,000.00
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1. Real Eotole (Schedule AI ( I)
2, Stock. and Bond. (Schedule B) ( 21
3. Closely Held Slock/Parlnership Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule 01 ( 4)
5. Cosh, Bonk Deposits & Miscellaneous Personal Property( 5)
(Schedule E)
6, Jointly Owned Property {Schedule fl ( 6)
7, Tron.fers (Schedule G) (Schedule l) ( 7)
8. Total Gross Assets (total lines 1-7)
9, Funeral Expenses, Administrative Costs. Miscellaneous ( 91
Expenses (Schedule H)
10, Deb". Mortgage Uobilitie., U.n. (Schedule II 1101
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subiect to Tax (line 12 minus line 13)
15. Allount of line 14 taxoble at 6% rate (151
(Include values from Schedule K or Schedule M.)
16. Amount of line 14 taxable at 15% role (16)
(Include values from Schedule K or Schedule M.)
17. Principal fa" due (Add tax from line 15 and from line 16.) (17)
18. Credits Prior Payments Discount Interesl @ 6% from
+ SeDt. 18. 1978 {IB}
19. If line 18 is greater than line 17, enter the difference on line 19, This is the OVERPAYMENT. (19)
DO
20. If line 17 is greater than line 18, enter the difference on line 20, This is the TAX DUE. (20)
A. Enter the interest on the balance due on line 20A. (20A)
B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (208)
Malee Check Payable to: Register of Wills, Agent
1,980.57
00
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35,000.00
I B)
4,344.70
9,766.35
(11)
(121
(131
(141
20.888.95 X ,06 =
X ,15 =
14.111.05
20,888.95
20,888.95
1,253.34
+ 727.23
Checle here if you ore requesting a refund of your overpayment.
/
Star Route, Box 89, Shi
ADDRESS
May'; r; 1988
DAlf
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5 S. Hanover St., Carlisle, PA 17013
May -i' j-;-1988
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v') IN THE
APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
x
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,
x
x
c. retain a reversionary interest or ....................................................................
d. receive the promise for life of either payments, benefits or care? .......................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
d h . h ., d 'd' 2
eat Wit out receiving a equate consl eratlon. .................................................
3. Did decedent own an 'in trust for' bank account at his or her death?......................
x
x
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
'- Rf\'.\(!)Ol EX+ 17.83)
COMMONWEALfH OF PENNSYLVANIA
INHER1f ANCE fAX RETURN
RESIDENT DECEDENT
SCHEDULE "A"
REAL ESTATE
ESTATE OF
FILE NUMBER
GLENN W. DIEHL
21-78-166
(Property lointly.owned with Right of Survlvonhlp mUlt be dl.cloMd on Schedule "F") All reole.tote should be reported at fair market
value which i. defined as the price at which property would be exchanged between a willing buyer and a willing ..IMr, netfher belnl
compelled ta buy or Mil, both having reasonable knowledge of the relevant fad..
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. ALL that certain lot or tract of land situate in Hopewell Township
Cumberland County, Pennsylvania, bounded and described as follows:
BEGINNING at a point at corner of land now or formerly of D.
Rodney Fogelsonger and the public road leading from Shippensburg to
Newburg; thence Eastwardly along said land now or formerly of D.
Rodney Fogelsonger, One Hundred Seventy-five (175) feet, more or
less, to a point; thence by land formerly of Wilbur A. Fogelsonger and
wife, Southwardly Two Hundred (200) feet, more or less, to a point;
thence still by land formerly of Wilbur A. Fogelsonger and wife,
Westwardly One Hundred Seventy-five (J 75) feet, more or less, to
a point; thence along said Shippensburg Road, Northwardly Two
Hundred Seven (207) feet, more or less, to the Place of
BEGINNING.
TH E above-described tract of land has thereon erected a dwelling
house with mailing address of Star Route, Box 89, Shippensburg, P A
17257.
BEING the same premises which Wilbur A. Fogelsonger and
Mirian S. Fogelsonger, husband and wife, by deed dated the 11th day
of November, 1950, and recorded the 2nd day of January, 1951, in
the Office of the Recorder of Deeds in and for Cumberland County at
Carlisle, Pennsylvania, in Deed Book "P", Volume 14, Page 14, granted
and conveyed to Glenn Diehl.
Appraised value: $35,000.00
35,000.00
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed insert additional sheets of some size.)
S 35,000.00
.....,. --'"
REV.U12 EX'" (7-83)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
GLENN W. DIEHL
FILE NUMBER
21-78-166
ITEM
NUMBER DESCRIPTION
AMOUNT
1. Mortgage due Dauphin Deposit Bank and Trust Co.
Interest
2. Commercial loan due Dauphin Deposit Bank and Trust Co.
Interest
3. GMAC, balance due on installment sales contract - $1,065.60
1/2 attributable to Glenn W. Diehl
5,100.00
20.19
4,100.00
13.36
532.80
TOTAL (Also enter on line 10, Recapitulation)
(If more .~e. II needed In..rt 8ddltlon81 Ih..U of ..m. .Inl
$
9.766.35
REV~U~l( EX+ (7~'3)
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-78-166
GLENN W. DIEHL
ITEM DESCRIPTION AMOUNT
NUMBER
A. Funeral Expenses:
1.
B. Administrative Costs:
1. Personal Representative Commissions
Social Security Number of Personal Representative: - -
Year Commission. poid
2. Attorney Fees 1,750.00
3. Family Exemption 2,000.00
Claimant Edith L. Diehl Relationship Spouse
Address of Claimant at decedent's death
4. Probate Fees
C. Miscellaneous Expenses:
1. Excess debts and deductions on insolvent return filed Feb. 5, 1979 499.70
2. Register of Wills, filing Supplemental Inheritance Tax Return 10.00
3. Reserve to file Account and Decree Awarding Real Estate 85.00
TOTAL (Also enter on line 9, Recapitulation) $ 4,344.70
llf more spece I, n..ded InUf'"t .ddltlon.1 sh..ts of ...me sin)
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ESTATE OF
ITEM
NUMBER
1.
ITEM
NUMBER
1.
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(OMMONW~"'lTH Of p("'N!lYl~ANI'"
INHUltANCt TAll. REtURN
USIOINT DECEDENT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
GLENN W. DIEHL
21-78-166
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. lolloble Bequests:
Edith L. Diehl
Star Route, Box 89
Shippensburg, PA 17257
Spouse
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAlso enter on line 13, Recapitulation) S
(If more 'pace is n..d.d, insert additionalsh..ts of lome size)
AMOUNT OR
SHARE OF ESTATE
100%
AMOUNT OR
SHARE OF ESTATE
j
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