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Home My WebLink About88-0244 R.Fb ,_�_�D�X+ lA:5!;j �' ��`� �� ;� � INHERITANCE TAX RETURN FILE NUMBER '��>`�:��` , RESIDENT DECEDENT COMh+.ON'N/EALiH GF�ENNSY�VANIA (TO BE FILED IN DUPLICATE NO letters 1SSlleC1�/r � �'/� GEPARTNeiV7 OF REV'tNUE � POST OFFICE ROX P..S27 ��. j "� HARR�SB,,R�, P� ,:,os�32� , WITH REGISTER OF WILLS) ��_�'�� ...✓f ___-- --- --_-----_- _ _---_ � _ -- -_ - ----- - '�DKEDFNT'S NAME(LAST,FIRST,AND MIDDLE INITIAL) � �DECEDENT'S COMPLETE ADDRESS F.. � � I, Sherman, Joseph 121 West King Street w ��SOCIAL SECURITY NUMBER � �� rDATE OP DEATH � �� - I Shippensburg, PA 17257 o ', 204-01-8563 �January 12, 1988 w I ;co��,Y Cumberland � ' �rX� 1. Original Retum ��I 2. Supplemental Return ❑ 3. Remainder Return �c�Y (for dates of death prior to 12-13-82) W av r_� 4. Limited Estate ❑ 4a. future Interesf Com romise ❑ 5. Federal Estate Tax u�� (for dates of death after 12-12-82) Return Required a 00 ' I__� b. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust _8. Tofal Number of Safe Deposit Boxes a (Attach copy of Will) (Attach copy of Trust) __.� . __ _ ALL CORRESPONDENCE AND CONFIDENTlAL TAX INFORMATI'ON SHOWLD BE QIRECTED Trb: : _. 1 F. i NAME . - . . . . . . . �COMPLETE MAILING ADDRESS -----�- W W ' Joel R. Zullinger, Esquire j � o iSuite 310 Chambersburg Trust Co. Bldg. p 0 �rei.EPHONE NunnaeR 1 Chambersburg, PA 17201 I ( 717 ) 264-6029 �� I r-,' �' , _ ..---, _ -r, -- ._ � _.- - � r �� l. Real Estate (Schedule A) ( 1) - � - _ �li 2. Stocks and Bonds (Schedule B) ( 2) _ � ' - 0 - i 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) - 4. Mortgages and Notes Receivable (Schedule D) ( 4) � , II 5. Cash, Bank Deposits &Miscellaneous Personal Property( 5) _75�.�0 (Schedule E) Z � - 0 - O I 6. Jointly Owned Property (Schedule F) ( b) � i 7. Transfers (Schedule G) (Schedule l) ( 7) - � - � I�! 8. Total Gross Assets (total lines 1-7) ( g) 75n.00 a 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) l,918.�� W Expenses (5chedule H) � - 0 - :10. Debts, Mortgage Liabilities, Liens ($chedule 1) (10) ��1 1. Total Deductions (total lines 9 & 10) (��) l,918.00 I12. Ne�Value of Estate (line 8 minus line 11) (�2) - 0 - I'13. Charitable and Governmental Bequests (Schedule J) (13) - 0 - I 14. Net Value Subject to Tax (line 12 minus line 13) (�4) I 15. Amount of line 14 taxable at 6% rate (15) x .06 = � (Include values from Schedule K or Schedule M.) 'I 16. Amount of line 14 taxable at 15% rate (16) x .15 = � Z I (Include values from Schedule K or Schedule M.) 0 ;17. Principal tax due(Add tax from line 15 and from line 16.) (17) � � � I 18. Credits Prior Payme�ts Discount Interest a '� � + - �18) p I 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) V A.❑Check here if you are requesting a refund of your overpayment. X F I20. 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) !I B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (20B) � � Make Check Payable to: Register of Wills, Agent _ __ __ ._ _ _ __ .. __ . -- - � �► BE SURE TO ANSWER ALL QUESTIDN5 QN REVERSE�IDE AND t0 RECHECK MATH 4�' � _ - :,- _ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. - - SIGNATURE OF PERSON RFSPONSIBLE FOR FILING RETURN ADDRESS DATE ,� 121 West King Street, Shippensburg, PA 17257 �3 � SIG TU OF EPARER OTHFR THAN REPRESENTATIVE ADDRESS DATE 'n , • Suite 310 Chambersburg Trust Co. Bldg. _ TC._ _ -- __ Chambersburg, PA�7�0� -- y ' '�-/�O&' REV-1508 EXt(9•81) � COMMONWEALTH OF PEIVNSYLVANIA SCNEDULE "E" ENHERITANCE TAX RETURN CASH AND MISCEL�.ANEC�US RESIDEIVT DECEDENT PERSC)N�L F�R�PERTY ESTATE OF �p FiLE NUMBER � Joseph Sherman No letters issued (Ali property jointly-owned with the Right of SurvivorshiR must be disciosed an 5chedule "F") � � s ITEM DESCRi?�lf.1f�� ` VALUE AT NUMBER 17ATE OF DEATH �• 1976 Dodge Coronet Sedan, appraised by Bob Naugle of Naugle Motors, Inc. at $750.00 (see copy of apnraisal attached 750.00 TOTAL (Also enter on line 5, Recapitulation) $ 750.00 {If more space is needed insert additional sheets of sa rtie size) A U G L E ��d�� • - O T O R S ' �"�'pO1� - E � , ,. ,..,. , CHRYSL R 608 W. KING ST. SHIPPENSBURG, PA. 17257 717-532-4136 � � To the bes� of m�r Knor�rled;e,�he retail value of Bett;� Sherman�s 1976 Dod�e Coronet Sdn. is �750.00. ; G�.�. Bob Pdau�l Naugle �fotors Inc. REV-1511 EX+ (7-83) SCHEDULE "H" COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES, INHERlTANCE TAX RETURN ADMINISTRATIVE COSTS AND RESIDENT DECEDENT MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Joseph Sherman No letters issued ITEMI DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. Fogelsonger—Bricker Funeral Home 1,918.00 B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: ' ' Year Commissions peid 2. Attorney Fees 3. Family Exemption Claimant Relationship Address of Claimant at decedenYs death 4. Probate Fees C• Miscellaneous Expenses: 1. TOTAL (Also enter on line 9, Recapitulation) $ l,918.00 (If more space is needed insert additional sheets of same size) REV-1513 EX+ (7-83) COMMOt1FWEALTH OF PENNSYLVANIA SCHEDULE "J" INHERITAN(;E TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Joseph Sherman No letters issued ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE A. Taxable Bequests: 1. Betty Sherman, 121 West King Street, Shippensburg, PA 17257 wife of entire estate decedent ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE B. Charitable and Governmental Bequests 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed insert additional sheets of same size) REV-1547 EX (12-87) � COMMONWEALTH OF PENNSYLVANIA , F �-� d � NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE � ACN ZOZ euReAu oF INDIVIDUAL TaxEs "`}��,: �d--� APPRAISEMENT, ALLOWANCE OR DISALLOWANCE P.O. BOX esz� OF DEDUCTIONS, AND ASSESSMENT OF TAX � HARRISBURG, PA 17105-8327 DATE 05-09-88 ESTATE OF SHERMAN JOSEPH FILE N0. 21 88-0244 DATE OF DEATH 03-29-88 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: JOEL R ZULLINGER ESQ REGISTER OF WILLS STE 310 CUMBERLAND CO COURT HOUSE CHAMBERSBURG TR CO BL CARLISLE, PA 17013 CHAMBERSBURG PA 17201 Amount Remitted CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS "� - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1547 EX (12-87) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHERMAN JOSEPH FILE N0.21 88-0244 ACN 101 DATE 05-09-88 TAX RETURN WAS: (X ) ACCEPTED AS FILED ! ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ->;-�; � - APPRAISEO VALUE OF RETURN BASED ON: ORIGINAL RETURN -- "�� 1. Reaf Estate (Schedule A) ( 1) .00 � � , -, - : 2. Stocks and Bonds (Schedule B) ( 2) .00 � 3. Closely Held Stock/Partnership Interest (Schedule C) t 3) .00 -> 4. Mortgages/Notes Receivable (Schedule D) ( 4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 750.00 � 6. Jointly Owned Property (Schedule F} l 6) .00 7. Transfers (Schedule G) l 7) .00 8. Total Assets ( 8) 750.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses lSchedule H) ( 9) 1,918.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10? .00 1 1. Totai Deductions !1 1) 1,918.00 12. Net Value of Tax Return !12) 1,168.00- 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) .00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will refiect figures that include #he total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxabie at 6% rate (15) .00 X.06= .00 16. Amount of line 14 taxable at 15% rate (16) .00 X.15= .00 17. Principai Tax Due (1 7) .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT !+) AMOUNT PAID DATE NUMBER INTEREST (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST .00 * IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE .00 OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)