HomeMy WebLinkAbout88-0250 � " j �j __ �-,��� __ I c� FILE NUMBERo2�-- ��-v��
REV-1500 EX+ (8-86) INH�RITANCE TAX RETURN
k"
���� RESIDENT DECEDENT
GOMMONWEALTH OF PENNSYLVANIA (TO BE FILE�D iN DUPLICATE
DEPARTMENT OF REVENUE
POST OFFICE BOX 8327 WITH REGISTER OF WILLS)
HARRISBURG,PA 17105-8327
DECEDENT'S NAME(LAST,FIRST,AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
1�-
W �,�� ��Lp E, 1224 Dickinson nrive
uSOCIAL SECURITY NUMBER DATE OF DEATH � C��-1S�2� PA �_701�
0 159-24-7811 �January 15, 1988 Ctunberland
.__._ --- _ --- counry
W _ .-_ - -____-_ _--__ _- -_..___
�- '�1. Or�ginal Ret�rn ❑ 2. Supplemental Return ❑ 3. Remainder Return
Y�Y (for dates of death prior to 12-13-82)
W�c� I ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax
Vam (for dates of death aher 12-12-82) Return Required
❑ 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust _8. Total Number of Safe Deposit Boxes
a (Attach copy of Will) (Attach copy of Trust)
-- __ ____ _ _._� ,_
ALL CORR�SPONDENCE AND CONFiDENTIAI TAX I�lFORMATIUN SMQULD BE'QIR�CTED TO:
� __ '--- _---
1 H NAME COMPLETE MAILING ADDRE55 LL
N Z
� o EI�RD L. SCHORPP, E5nUIRF 36 South Hanover Street
0 O TELEPHONE NUMBER Cd�11Sle� PA 17013
a
1_717 ) 243-3727 �
l. Real Estate (Schedule A) ( 1) _ '� "r�:
2. Stocks and Bonds (Schedule B) ( 2) -
3. Closely Held Stock/Partnership interest (Schedule C) � 3)
4. Mortgages and Notes Receivable (Schedule D) ( 4) -
5. Cash, Bank Deposits&Miscellaneous Personal Property( 5) 2�a1-6.33
(Schedule E) -
Z
O 6. Jointly Owned Property (Schedule F) ( 6) 5�2.77
�
a 7. Transfers (Schedule G) (Schedule L) ( 7) 1.7,25�.On
J
� 8. Total Gross Assets �total lines 1-7) ( g) ��--Qr!��•��
� 8,937,00
Q 9. Funera! Expenses, Administrative Costs, Miscellaneous ( 9)
W Expenses (5chedule H)
°C 24,661.25
10. Debts, Mortgage Liabilities, Liens ($chedule I) (10)
11. Total Deductions (total lines 9 & 10) (��) 33,598.25
12. Net Value of Estate (line 8 minus line 11) (�2) -�
13. Charitable and Gove�nmental Bequests (Schedule J) (13� -�-
14. Net Value Subject to Tax (line 12 minus line 13) (�4) -�-
15. Amount of line 14 taxable at 6% rate (15) x .06 = -�-
(Include values from Schedule K or Schedule M.)
16. Amount of line 14 taxable at 15% rate (16) x .15 = _ _
(Include values from Schedule K or Schedule M.)
Z
� 17. Principal tax due(Add tax from line 15 and from line 16.) (17) -�-
f-
� 18. Credits Prior Payments Discount Interest
� + - (18) -�- --
Q 19. If line 18 is greater than line 17, enter the difference on line 19. This is the l7VERPAYMENT. (19) -Q- _
V A.❑Check here if you are requesting a refund of your overpayment.
X
~ 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 206. This is the BALANCE DUE. (20B)
Make Check Payable to: Register of Wills, Agent
�► �► 8�SURE TO ANSWER ALL QUEST10N5 QN REV�RSE SIDE AND Tt'1 Rf�HfCK MATH i/iMl 41 '
- --.__ --�---- -. - -- -- --- =- ,_
Under penalties of perjury, I declare that I have axamined this return, including accompanying schedules and statements, ond to the best of my knowledge and belief,
it is true,correct and complete. I declare that all roal 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.
SIG ATURE OF PERSON RESPO IBLE FOR FILING RETURN ADDRES� DATE
��-, � � .
, �„ , 1224 Dickinson Dr. , Carlisle, PA 17013 � .� 1988
�F�EP AN R NTATIVE ADDRESS D TE
------
i
. � 36 South Hanover St. , Carlisle, PA 17013 �--� -19g�
' �7-/6��
PLEASE ANSWER THE FaLLOWING QUESTIONS BY PLACING A CHECK MARK (�) IN THE
APPROPRIATE BLOCKS.
YES NO �
� � I
1 . Did decedent make a transfer and: '�,
' x
a. retain the use or income of the property transferred, ..................................... � �' —
ix
b. retain the right to designate who shall use the property trc�nsferred or its income, ;___
�
� X
c. retain a reversionary interest or .................................................................... _
- � X
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 x
occurred after December 12, 1982, ciid decedent transfer property within one year of I
death without receiving adequate consideration? .................................................
3. Did decedent own an 'in trust for' bank account at his or her death?...................... I, X
IF THE ANSWER TO AIVY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
REV-150& EX+ ('7-g3)
SCHEDULE "E"
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS AND
INHERITANCE TAX RETURN MISCELLANEOUS
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
CLINE, F�ROLD E.
(All property jointlyowned with the Right of Survivorship must be disclosed on Schedule "F")
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Optir.� Invest�nt Club — Ac�ount balance 2,416.33
TOTAL (Also enter on line 5, Recapitulation) $ 2,416.33
(If more space is needed insert additional sheets of same size)
ItEV-1509 EX+ (7-83�
COMMONWEALTHOFPFNNSYLVANIA SCHEDUL� ��F��
INHERiTANCE TAX RETURN
RESIDENT DECEDEN7 �pINTtY-OWNED PROPERTI(
ESTATE OF FILE NUMBER
CLINE, Harold E.
Joint 1�nant�s):
NAME ADDRESS RELATIOWSHIP TO DECEDENT
a• Ada M. Cline 2111 nTewville Road MD��
Carlisle, PA 17013
�.
C.
Jointly-owned property:
LETTER
ITEM FOR DATE TOTAL VALUE DECD'S DOLIAR VALUE OF
NIIMBE JOINT MADE DESCRlPTION OF PROPERTY OF ASSET "/o INT. DEC@DEN7'S INTEREST
T@NANT JOINT
t. A 9/23/85 Certificate of Deposit No.
180-076923-C at C�nw�alth
National Bank 1,005.53 1/2 5502.77
TfyTAI (Also enter on line 6, Recapitulation) S 502.77
(If more space is needed insert additional shaets of same size)
,
- �/r�'/��
Commonwealth National Bank BY� ��- P��" —
,� Q��GLO�:����`�'!1�'GG��CL�r•-�
D
R�: Harold E. Cline deceased: 1/15/88 * (H�W) husband and wife
Ty�pe of account: Commercial Loan T��� of Accvunt:
�ccount ti�unber: 0114692221 account ti�unber: '
O��ner's �'ames: Harold E./Vaunlee C1ine Cn-Yner's Names:
Date O��eried: 6/12/86 Date Operied: �,
R��te: R,��te:
Uate of Peath �a�a.nce: L���te oi Death Balar:ce:
_1�cr;.ied Iriterest: .3ccru�•� irLterest:
Toi.al Balarice: To t al Balacice:
T,yne of :�ceourit: Checking Type of Account:
:�cco«nt Vuni'�r: 182-242586 accou:�t �umb<�r:
,'�,ner's :�ames: Joint (H�W) Os�ner's �vame�:
Datr C1�riec.�: prior to 1/1/70 DatF� c?t_�riec.�.:
R�te: 4.7 5% rt.��e:
Date ai Ueath Balance: $5,789.13 D�t� of DE��th Bal•ance:
.-+cc��u�7 Ir�rerest: $9.90 accru��_i Interest.:
Tota1 ��lanc-�r; $5,799.03 Total �'.�lance:
T�.'��t �.�� .�r_��:<�ur�t: Checking 'I't-i��_ r_,t s�Cc„�Lll"lt::
acc_�our:;� '��un�;er: 182-111788 .�ccoL�nt '�um�er:
(�'Ts'YiE Y''� :��l�e�: Joint �H�W� (_��TYlr>r��� `cU�I1k:S:
D,=it�:� Gt���nr_�r.i: 8/13/84 D��i.e t�t:enec't:
�^:��t t r•:
� n/a �.�i�e:
i.���tE v± ��r"2.t�1 ��:cL1C�: �0•�� D:ti:e nf ��=�.L11 ��I��.P_CE_:
ii,�r�t_i<-.a i.�li.?Z'25�: ¢O.00 .-�Cc:`T'L1�(X ill�arA�t.:
Tot�:.;. ��wl.�.r�c�e: $O.00w Total B�al�,r�:c�:
'i�-u�-� �.=�f -?�=��»lr� Certificate of Deposit T�Yr'� °f ;`,c=°`�1t:
ac;,ou�,t tiumq��r: 180-076923-C .-�c�o�uzt _'��an'c�er:
Os..�ne�^'�. '�ames:Ada M./' Harold Cl ine (mom)c;�v-n<::�r's "��t��s:
^ � C1x-���e�_�: 9/23/85 Date c>p�_.zeci:
i-a t:��
Rat.e. 8.65 o F.�.te:
D:zt<�• ot D�atr� �alance: $1,000.00 Dac� c�z De�ch Bal�lce:
.'�cc��t.ed T_nt�res t_• $5. 53 =�r_crued In�er?st:
Tc�t.11_ Bta�_a..ri�.:e: $l,005.53 Tvtai B��.lanr_�e.
T�_�e aL :?���C�lli";C: Safe Deposit Box '�'t,,� ,>>i' :�c:c�.:tu��:
:1c:��Lii:: �`l1.U11'n.�t•; 18OOOZI.OS6 :�CCOLII"1L _�+LIIRG�er:
L�il;nHr'S :,:�]l�?Y; Joint (H�W) l�Sv71t:1'S �it:tP1E.'S:
�_�i.� C,x�r+.c�_�: Dat:�.� �:>>>��nct;:
r„a
�,�t<_•: _�.�.r.�.:
�a;.F� ��L D�r.�th L���latice: r��te �:�f De��t.�, n.a�.ar,c�.
:�C(:'_,•�.+:'-1 Ii1t:P1 E'S�: :�.C��2'L1F=l� IT:'.:�L'c''::L:
';'r,i;��_1 Balance: '�.:�ai yalar��_�_�:
i:t �ccoi.int: T-�pe oP :lccount :
T;�r;, .
_ac�.,l�unt tiiiitil:u��•: :�cc�.��int '`�;L�rir�i:
O��n��'� tiame�: O�Zier's ��unes:
�:.tt�.• ���::�:ried: L%�:itf� i7pc:�ri��.i:
1.i7.�.��: F:a��f'.
._;3t. _ (i� JF';3t�1 �Jc:���l'it:'l''. . Li.i1:!' C�i Z�l�i'.t:l i.-.i:�il`c�Ti��t'.
=.��,�:•".�.�..� II1tET't'S►:: :�i_'(_I"_]E'Q �ritZl't'St:
']'�,t;-u �'�a1_�uic��: Tot:�l i alanc�:
REV-1510 EX+ (7•83)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE ��G��
INHERITANCE TAX RETURN
RESIDENT DECEDENT T RA N S F E RS
ESTATE OF FILE NUMBER
CLINE, HAROLD E.
THiS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM TOTAL VALUE DECD. DOLLAR VALUE
NUMBER DESCRIPTION OF PROPERTY EXCLUSION OF ASSET % OF DECEDENT'S
INT. INTEREST
l. On December 21, 1987, proceeds of sale o
1978 �7ohn Deere backhoe, Serial rT�unber
410D?.95144, titled solely in decedent's
name, in the ampunt of $17,250.00 were
deposited in joint checkin_q account in
names of deced.ent and his surviving
spouse, Vaunlee E. Cline. 0 17,250.00 100° 17,250.00
TOTAL(Also enter on line 7, Recapitulation) $ 17�25�,n�
(If more space is needed insert additional sheeh of same size.)
REV-1511 EX+ �5-85) SCHEDULE „H"
FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES Please Print or T e
RESIDENT DECEDENT �P
ESTATE OF FILE NUMBER
CLINE, Y.,AROLD F.
ITEM DESCRIPTION AMOUNT
NUMBER
A. Funeral Expenses:
�• �,ving Brothers Ftiineral Hcxne, fi�.eral bill 6,690.00
2. [nTestminster Cenetary, grave opening 247.00
B. Administrative Costs:
1. Personal Representative Commissions - —
Social Security Number of Personal Representative:
Year Commissions paid
2. Attorney Fees
3. Family Exemption
Claimant Vauril2e F. Cl]11e Relationship SpouSe
Address of Claimant at decedent's death
Street Address 1224 Dickinson Drive
City C�'11S1'e State PA Zip Code 17�1'3 2����.��
4. Probate Fees
C. Miscellaneous Expenses:
1.
TOTAL (Also enter on line 9, Recapitulation) $ 8�937.00
(IF more space is needed, insert addifional sheets of same size)
REV-1512 EX+ (7-g3)
COMMONWEALTH OF PENNSYLVANIA SCHEDU�E "I"
INHERITANCE TAX RETURN DEBTS OF DECEDENT,
RESIDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS
ESTATE OF FILE NUMBER
CLINF', HAROLD F.
ITEM
NUMBER DESCR IPTION AMOUNT
1. One-half outstanding principal balance due Fiill Financial on
joint mortgage obligation secured k7y real esta.te aUmed jointly
k7y decedent and his spouse, Vaunlee E. Cline, as tenants by the
entiret_y. Principal kaalance as of' Januar_y 15, 1988, was
$43,374.71 24,187,35
2. Carlisle Cc�arnu�.ity fimbulance - �paid account 87.25
3. The Milton S. Hershev Medical Center - unreimk�ursed r�dical
expense 18.00
4. Harrisk�urg Healthcare - unreimbursed medical expense 24.75
5. Masland Associates -- unreimbursed. medical e�ense 100.00
6. The Milton S. Hershey Medical Center - unreimbursed med.ical
expense 125.00
7. N�dical Personnel Pool - unreimk�ursed medical expense 64.40
3. Carlisle Hospital - unreimbursed medical exp�azse 54.50
• TOTAL (Also enter on line 10, Recapitulation) � 24,661.25
(If more space is needed insert additionai sheets of same size)
v�w or•r•iccs � �� �. „ �
LANDIS, BLACK,��t&.SCHORPP � � ��� �
3G SOUT!-I i-IANQVCR STREET
CARLISLL, PbT]NSYLVANIA 17013
ItODERT R.ULACK TELGPhIONE(7l7) 2q3-3727 J.11UYU LANDIS
�&�,�,� i�ti�i� (1934•198q1
GDWARD L SCIIORPP
)OSGPII J.McIN'fOSI I
(1990•197�)
MarCh 2, 1988
Hill Financial Savings Association
�ATIN: Mortgage Department
16 West High Street
Carlisle, PA 17013
RE: Estate of Harold E. Cline
Date of Death: January 15, 1988
Dear Sir or Madam:
Please be advised that we represent the above-captioned
estate. At the time oP his death, Harold E. Cline and his wife, Vaunle�
� E. Clins, were ob].igated to your institution on a purchase money
mortgage secured by premises at 506-516 H�xkshire Lane, Mechanicsburg,
Pennsylvania (Hampden Township) . We are not paying that mortgage o�f in
full at this time. We are, however, requesting that you provide our
office with the unpaid principal balance of the �rtgage loan, together
with accrued i.nterest, through the date of his death of January 15,
1988. We need that i.nforn�ation for Fennsylvania lnheritance Tax
purposes.
Thank you for your coopPxation in this matter. Shoul.d you
have any questions, please advise.
Very txuly yours,
LANDIS, BLACK & SCHORF'P
Edwa� L. Schorpp
ELS:cc
P.S. The mortgage was dated September 25, 1976, in an original
principal amount of $72,500.00, and was reco�led in Cumberland
County Martgage Book G11, page 20�.
, . 16 West High Street, P.O. Box 127,Carlisle, PA. 17013 • 7I 7-249-2525
�ILL
� � � "���� '''���� FINANCIAL°
March 3 , 1988
Vaunlee Cline
1224 Dickinson Drive
Carlisle , Pa . 17013
R� : Mortgage account �f 28-00-066101
Dear Mrs . Cline :
We received the enclosed letter dated March 2 , 1988, requesting
information on your mortgage account . It is our Corporate policy
not to release any information to anyone other than our customers
without their written authorization .
The principal balance on the account as of January 15 , 1988 was
$48 , 374 . 71 . The January payment was made on January 21 , 1988
with the interest amount of 405 . 58 , principal - 292 . 33 and the
escrow was 224 . 65 . The total payment amount was $925 . 00 .
I hope this information helps and if there is any further infor-
mation that we may help you with , please feel free to contact
our office at any time .
Sincerely,
��
! � J...... .I L��.
�. 1
�
�
r
r' •� � -.
: .
� �i `• C' /�r ?� �
`�..
C. ,_.c... -�. , .;•....,. . . �,
Joyce Paukovits , Supervisor
Payment Processing Department
incl .
HIII Financial Savings Associ�tion
, REV-1513 EX+�9-86�
�.��# SCHEDEJLE J
�Y�.,5`�J.�,
COMMONWEALTH OF PENNSYLVANIA B E N E FI C IARI ES
INHERITANCE TAX RETURN
RESIDFNT DECEDENT �
ESTATE OF FI�E NUMdER
CLITIE, HAROI� E.
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSNIP SHARE OF ESTATE
A. Taxable Sequests:
�� �launlee E. Cline survivinct
1224 Dickinson Drive spouse 100%
Carlisle, PA 17013
ITEM NAME AND ADDRESS OF BENEFICIARY AMOt��J� OR
NUMBER SNARE QF �ST,4�T�
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITA�LE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S
(If more space is needed, insert addifional sheets of sam�siz�)
..:t-+—c:�..,�....�.�..,.....�'M-.-��1-.......r-�.�..���..--...:......--�=•,....�•���..v..����•s�.� ....,.::.i..�,� ..•.._...... .. ....... :.. : .. . .... . .... .. . .. . ...
0�o. 1������� : c��nnn�►�vwr����rw o� P�r�i���r�.v,���� � � �.
L��PARrtMENT D�RE1tE1+�UE
�Ev.,,67 ex c�z.�� DFF1ClA�.R�C�lP�' • PEt+INSYLI/At+tiA'1NH�RITAt#ICE ANd ESTA'CE TAX
ACN
RECEIVED FROM: � ASSESSMENT �
CONTROL AMOUNT
NUMBER
� E�B�f��375f3 $3t�»:L7
?1da 2�I. C:�?nc�
2��.1 1V�^��i 1�.a R��d
Carl..i�l�, PA �.7Q13
— FOLD HERE FOLD HERE-
ESTATE INFORMATION�
� FILE NUMBER
��.^-�$-�2.�,1�
� NAME OF DECEDENT (LAST) (fIRST) (MI)
��_�.:�� x���o�a �.
� DATE OF PAYMENT
, �. ".""�..�i. �� �.��'i$
� POSTMARK DATE
�OUNTY
C UPi�.1£.'Z'�$11C�
DATE OF DEATH
' `T����`���y �'� ���$ � TOTAL AMOUNT PAID �3�}_ 1 7
REMARKS
`y,
SEAL ,.,/ -� ,
RECEIVED BY�, r �` ���,�;�
/r' SIG ATUR
1
REGISTER OF WILLS
.�
REV. 1543EX (12-86) � �
CGMMONWEA�TH OF PENNSYLVANiA � � �
` �� � INFORMATION NOTICE �FILE N0. 21-��-�,�J �
DEPARTMEN? OF REVENUE 5� `..d �
BUREAU OF IFlD1�9GUAl TAXES s i ��'�'�jwX. .'g�;�'I I /�NQ IQCN 88009758
�'''
F.o. gvx asz� '"r �-.�'ir2y`�,�?'� TAXPAYER RESPONSE IDATE 03-08-88
HARRISBURC. P� 1%10:,-6327
TYPE OF ACCOUNT:
ESTATE OF CL�INE HAROLD j—j SAVINGS
5.5. N0. 159-24-7811 �' CHECKING
DATE OF DEATti 01-15-88 Cj TRUST
COUNTY CUMBERLAND i`�'i TIME
CERTIF�CA i E
CLINE AD� M �HiS !� NOTi A TAX BlLL
2111 2d�WVILLE RD
CARLISLE PA 170i3 ' FA�'�.,��� '�� R�:,S'PON�
�(T!L> RE�tlLT �N ASS�SSNJ�NT''
COMPiQNWEAi,TH Nr'1TIONAL has advised us tnat the ownership of the bank account reported below was
transferred to you as a result of the death of the above decedent. This transfer is .axabie in accordance with
the Inhs>ritance 7ax Laws of the Commonwealth of PennsYlvania. Questions may be answered b�� calling (717� 787-8327.
COM?LE7E M�ART !1� BELOYt * * * SEE REVERSE SIDE F��2 FILblVG AND PAYMchJT INSTRUCTICl�S
Account No. 18C�-076923C Date 09-23-85 To insurc proper credrt to your 2CCGl;Gil a
Estabiished �opy o` this notice must accompany your pay-
ment to the' Register of .�ilis o� the caunty
Account Balance 1,OC�5.53 inqicatsa above. Mak,e check pavable te:
"Register of Wilis, Agent".
Percent Taxable k 5C.000 NOTE: If tax oayments are made �✓ithin 3
Amounis Subject to Tax 5U�•�� months of the decedent's dale o` death, you
Tax Rate X .06 may deduct a 5�o discoun; of the tax paid.
30.17 Any inheritance tax due will became delirquen:
Potentiai Tax Due nine (9) monYhs after the date of aeath.
PART� TAXPAYER R�SPONSE - _`=' ,�;
- -, A. � The above information and tax, du� is correct. �+ '., _
' I 1. V'ou may choose to pay the Register ct W'iii; with this noticc te ob4ain �� ,
� CHECK I a c'iscount or avoid interest. 0� --. `
ONE � 2. You may await the officiai assessment from the Department of Revenue. '`J
jl BLOCK �
ONLY � B. u The above asset has been or wil! be reported and paid by ,he estate fiduciary. -
L � y
J C. '�i The above in`crmation is INCORR�CT andlor debts and deduction, are being Gaimed.
You must complete PART �2; and/or 3 6e{ow.
PART 21 TAX RETURN - TAX CALCULATION OF JOINT/TRUST ACCOUNTS i FOR OFFICIAL USE ONLY u AAF
!PAD
Dace Establish�d 1 - � i —
Account Ealance Z -- --- ! 2 -----
Fercent Taxabie 3 X i 3
Amouni Subject to i ax 4 �'I 4
Debts and Deductlons 5 i 5
Taxable Amount 6 '' 6 —
Tax Rate 7 X I� '
Tax Due 8 i 8
PART; 3 � DEBTS AND DEDUCTIONS CLAIMED
DATE ?AID PAYtE DESCRIPTION AMOUNT PAID
�
I I
_ i
TOTAL (Enter on Line 5 of Tax Calculation) S
Under penalties of per�ury, I declare that I have examined this return, and to the best of my knowledge
and belief, it is true, correct and complete.
��,,� 1"��,:��� �l7>�� ���'���.- .../.�-��
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
�
REV-1548 EX (12-87) �
COMMONWEAITH OF PENNSVLVANIA �� ��
DEPARTMENT oF ReveNue � � d��� � NOTICE OF INHERITANCE TAX
BUREAU Of INDIVIDUAL raxes � � '-�� APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
P.O. BOX 6327 � ' `"'�'� OF DEDUCTIONS, AND ASSESSMENT OF TAX ON �
HARRISBURG, PA 17105-8327 JOINTLY HELD OR TRUST ASSETS DATE 05-09-88
�
ESTATE OF CLINE HAROLD E DATE OF DEATH 01-15-$8 COUNTY CUMBERLAND
FILE N0. 21 88-0250 S.S./D.C. N0. 159-24-7811 ACN 88009758
CLINE ADA M REMIT PAYMENT TO:
2111 NEWVILLE RD REGISTER OF WILL5
CARLISLE PA 17013 CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE r RETAIN LOWER PORTION FOR YOUR RECORDS `
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1548 EX (12-87)
NOTICE OF INHERITANCE TAX APRRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX
ON JOINTLY HELD OR TRUST ASSETS
DATE 05-09-88
ESTATE OF CLINE HAROLD E DATE OF DEATH 01-15-88 CO�INTY CUMBERLAND
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FILE N0. 21 88-0250 S.S./D.C. N0. 159-24-7811 ACN � 88009758
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED � . --�
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: COMMONWEALTH NATIONAL BANK ACCOUNT NO. 180-076923C
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING S ) TRUST ! X ) TIME CERTIFICATE
DATE ESTABLISHED 09-23-85
NOTE: TO INSURE PROPER CREDIT TO YOUR
Account Balance 1,005.53 ACCOUNT, SUBMIT THE UPPER PORTION
Percent Taxable X 50.000
Amount Subject to Tax 502.77 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - '�� PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 502.77
Tax Rate X .06 AT THE ADDRESS SHOWN ABOVE.
Tax Due 30.17 MAKE CHECK OR MONEY ORDER PAYABLE
TAX CREDITS: T0: "REGISTER OF WILLS, AGENT. "
PAYMENT RECEIPT DISCOUNT !+) AMOUNT PAID
DATE NUMBER INTEREST (-)
04-12-88 365444 1.51 30.17
TOTAL TAX CREDIT 31.68
BALANCE OF TAX DUE 1.51CR
INTEREST .00
TOTAL DUE 1.51CR
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A °CREDIT° (CR), NO PAYMENT IS REQUIRED)
REV-1547 EX (12-87) ;"�
�,
COMMONWEALTH OF PENNSYIvaNia �� 6�,;` ���` F NOTICE OF INHERITANCE TAX ACN 101 �
DEPARTMENT OP REVENUE 1 � �o.�
BUREAU oF INDIVIDUAL Taxes �'��,�x� � ....,;��-' APPRAISEMENT, ALIOWANCE OR DISALLOWANCE
P.O. BOX es2� OF DEDUCTIONS, AND ASSESSMENT OF TAX
HARRISBURG, PA 17105-8327 DATE O6—O�I�HS
ESTATE OF CLINE HAROLD E FILE N0. 21 88-0250
DATE c� DEATH 01-15-88 COUNTY CUMBERLAND
�'0'iE' 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:
EnWARD L SCHORPP ESQ REGISTER OF WILLS
36 S HANOVER ST CUMBERLAND CO COURT HOUSE
CARLISLE PA 17013 CARLISLE, PA 17013
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 CLINE HAROLD E FILE N0.21 88-0250 ACN 101 DATE 06-07-88
,._�- oo ---
TAX RETURN WAS: t ) ACCEPTED AS FILED (Y ) CHANGED — SEE �i�TACHE� NOT���
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE , '
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN -
1. Real Estate (Schedule A? ( 1) .00 ��
2. Stocks and Bonds (Schedule B) ( 2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) .00
4. Mortgages/Notes Receivable (Schedule D1 ( 4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule �? ( 5) 2,416.33
6. Jointly Owned Proper:y (Schedule F1 ( 6) .00
7. Transfers (Schedule G) ( 7) 17,250.CQ
8. Total Assets ( 8) 19,666.33
APPROVE� DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses tSchedule H) ( 9) 8,937.00
i0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24,661.25
1 1. Tota! Deductions (1 1) 33,598.25
12. Net Value of Tax Return (12) 13,931.92—
13. Charitable/Governmental Bequests tSchedule 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
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 690 rate (15) .00 X.06= .00
16. Amount of line 14 taxabie at 15% rate (16) .00 X.15= .00
17. Principal Tax Due (17) .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE I NUMBER I INTEREST (—)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST .00
* IF PAID AFTCR 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)
�REV-1470 EX (2S6) . - �
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
Q. O. BOx 8327 EXPLANATION OF CHANGES
HARRISBURG, PA 17105-8327
�israld F. C?ine 21-R#�-ft�5(1
DEC��Ef�TS NAME FILE NO.
ACN ���
ITEM
S�HEDULE NO. EXPLANATION OF CNANGES
" �eleted � thzs account :aas previ.otzslv a¢�eaRe�3 anc3 n�ic�.
e ora� M�nc�Ie�
TAX EXAMINER: PAGE
�,
1
REV-483 EX (12-87)
COMMONWEALTH oF FENNSYLVANIA _�'��; � NOTICE OF DETERMINATION AND ACN 201
DEPARTMENT OF REVENUE I� ASSESSMENT OF PENNSYLVANIA
BUREAU oF iN�ivi�ua� raxes ESTATE TAX BASED ON FEDERAL
P.O. BOX 8327 `
HARRISBURG, Pa 77105-8327 ESTATE TAX RETURN DATE � _zz_
ESTATE OF CLINE HAROLD E FILE N0. 21 88-0250
DATE OF DEATH 01-15-88 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT".
REMIT PAYMENT TO:
EDWARD L SCHORPP ESQ REGISTER OF WILLS
36 S HANOVER ST CUMBERLAND CO COURT AOUSE
CARLISLE PA 17013 CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR FILES '�
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-483 EX (12-87) **NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN**
ESTATE OF CLINE HAROLD E FILE N0. 21 88-0250 ACN 201 DATE 08-22-88
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified .00
2. Pennsylvania lnheritance Tax Assessed 28.66
(Excluding Discount and/or Interestl
3. Inheritance Tax Assessed by Other States .00
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed 28.66
5. Pennsylvania Estate 7ax Due .00
TAX CREDITS:
PAYMENT RECEIPT �•
DATE NUMBER INTEREST (—) AMOUNT PAID :-;�_ �-� ___,_---.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST .UO
TOTAL DUE .00
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CP.), NO PAYMENT IS REQUIRED)
* IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
�Internal Revenue Service Center Department of the Treasury
Mid-Atlantic Region Do-23/��
F'E-
Date: N�V 1 7 �gBB Estate of:
�Q.� HAROLD E. CLINE a 1 — S�''— �SZ�
� DecedenYs Soclai Securlty Number:
159-24-7811
D�te of D�ath:
" JANUARY 15, 1988
� EDWARD L. SCHORPP �O^��
36 SOUTH HANOVER STREET A. M. REISER
CARLISLE PA 17013 Contect Telephone Number.
(215)969-7064
Estate Tax Closing Letter(This is not a biil for tax due)
Our computation of the Federal tax liability for the above estate is shown below.
It does not include any interest or late payment penalties that may be charged, but other
penalties have been considered in the computation. You should keep a copy of this letter
as a permanent record because your attorney may need it to close the probate proceedings
for the estate. This letter is evidence that the Federal tax return for the estate has
either been accepted as filed, or has been accepted after an ad�ustment that you agreed
to.
This is not a formal closing agreement under section 7121 of the Internal Revenue
Code. We will not reopen this case, however, unless Revenue Procedure 85-13, reproduced
on the back of this letter, applies.
If you have any questions about this letter, please write or call the person whose
name and telephone number are shown at the top of this letter. If you write to us with
questions about this letter, please provide your teiephone number and the most convenient
time for us to call if we need additional information. Please attach this letter to any
correspondence to help us identify your case. Keep the copy for your records.
Tha.nk you for your cooperation. r
Sinc rely yours,,
Enclosure: Dire tor, Service er
Copy of this letter �
Tentative tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -0-
. . . . . . . .
Less: Aggregate gift taxes payable (for gifts made after 12-31-76) . . . . . . . . : . . . $ -�- �
Unified credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -0-
Credit for State death taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -�-
Credit for Federal ift taxes on ifts rior to 1-1-77 $ -�-
9� ( 9 P )
Credit for foreign death taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -�-
Credit for tax on prior transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -�-
Total subtractions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -0-
Net estate tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -0-
Penalties, if any . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ -0-
(over)
P.O. Box 331, Bensalem, PA 19020 ' Letter 627(SC) (Rev. 5-86)
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