HomeMy WebLinkAbout88-00257 �
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
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Estate of ._(���-�`�/1/-1 ���C/t�.�17�/?�No. �� —(�—"c�s�
also known as To:
Register of W' s for the /
Deceased. County of -/ �°�l�y<<' in the
Social Security No. Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in �✓, �
� -� � ounty, P n sylva�,ia, with
,
t h Py' lastfam/ity r rinci a�l+y �}d nce t S�'��C1�° ' �—.!-�t-�� ' //2_� �' �����.
� / ( `�y�'�� ���C�F��`�"P�Y�� (list street, number and municipality)
u-��[} � � .
Decenden , then ��
(�,'�Dp,��S , � ``< < y ars of�ge died :C�� � , 19 ,
�"�( at 'ri ' Lc r�' ,J _ [ta
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Petitioner after a proper search ha ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
�`�:' ` � n�' �'' �Y � � % 3e� . �,-I��/E_
1 Y"t`� '1� �',EL� G �.
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THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF LUMBERLAND �
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed
� �� �. � �
before r�e this 29TH day of 4
= R 19 8 �
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- No. 21 - ss - 25�
Estate of ELIZ�BETH KRISTINA STRINE , Deceased
GRANT OF LETTERS OF ADMINISTRATIOIoT
AND NOW APRIL 5 , 19 8 8 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that DOROTHY L. STRINE
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
aze hereby granted to DOROTHY L. STRINE
in the estate of � ELIZABETH KRISTINA STRINE
`� �
C
Register of Will
ARY C. LEWI5
FEES
Letters of Administration . . . . . $ 13. 0 0
Short Certificates(1� , , , , , , , , . , $ 2 . 00 ATTORNEY(Sup. Cc. I.D. No.)
Renunciation . . .. . . . . . . . . . . . . $ 2 • 0 0
$ ADDRESS
TOTAL $ 17 . 00
Filed . . . APR.. .5.�. . . . . . . . A.D. 19 8 8
PHONE
Mailed letters to Administratrix on 4-5-88 .
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II�IARNI�IG: It is illegal to alter this copy or to ciupl�cate by ps�otostat or photograph.
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21 - 88 - 257
RENUNCIATION
( �t �`� l �2� h1 � 7`Z N�GL��_I-�� l'1 �-- deceased.
'In Re Estate of �
To the Register of Wills of ` �'`��'( �� County, Pennsylvania.
� .
The undersigned / ��� �����= ' 6� � '�� of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
G�' ^ l C.s �-�Z G"3'�-
be issued to � U�G �`� � - l I�`C�— .
r 1�"�t
WITNESS hand this�day of ��Q�L , 19�.
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(Signature)
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(Address)
(Signature)
(Address)
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" � REGISTER OF WILLS OF CUhI�ERLAND COUNTY
. R.EPORT OF STATUS OF ADMIAIISTRATION
(Por Resident Decedents Dying After July 1. 1984)
ESTATE NO. 21-8 8-2 5 7
Name of Decedent: Elizabeth Kristinq,Strine
Social Security Account No.: �Z��$ ��,�' � ,-r{�
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Date of Death: 5�5�8� ��-' � .�r_,
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Name of Personal Representative{s): Dorothv L. Strine '' �
_ ;
Capacity Executor _ Administrator c.t.a.
(check one) Administrator X Administrator d.b.n.
Is the administration of the estate complete? Yes � No
If "yes", how was the administration ended? (check one)
By court accounting
By account stated to parties in interest
Did the parties release the
personal representative?
Othec (explain) Administrator f iled inheritance tax return
Total amount paid to date to creditors and for funeral and $ 2 , 000
administrative expense
1'otal value of distributions to date to beneficiaries $ 5 , 234
If administration is not complete, estimated value of assets $ ��A
still in administration
NOTE: This status report is due no later than the due date fur filing the Pennsylvania
Inheritance Tag Return or, if no Inheritance Tax Return is required, nine (9) months
after the date of death; if the administration of the estate has not been conciuded,
a summary report shall be filed annually thereafter until the administration is complete.
I certify under penalty of perjury that the foregoing information is correct to the
best of my knowledge, information and belief.
Date: tP , 19 �� � .
! Personal Representative
, Attorney for F.state
'R�is report must be signed by the personal representative, oc one of them when more
�/ than one, or by counsel for the estate.
�,
- • REGISTER OF WILLS OF CUMBEftLAND COUNTY
REPORT OF STATUS OF ADMIidISTRATION
(For ftesident Decedents Dying After July 1, 1984)
ESTATE NO. 21-�� 257_ RECOR!?���; ,, ._.
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Name of Decedent. �l�= �� �f � 1 S�"' n ��� ;l �
Social Security Account No.: `��'' � �— �L/�f,F+�
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Date of Death: � 5 �7
Name of Personal Representative(s): Dorothy L Strine
Capacity Executor Administrator c.t.a.
(check one) Administrator x Administrator d.b.n.
Is the administration of the estate complete? Yes No x
If "yes", how was the administration ended? (check one)
By court accounting
By account stated to parties in interest
Did the parties release the
personal representative?
Other (explain)
Total amount paid to date to creditors and foe funeral and $ 2,OD0 (approx. )
administrative expense
1'otal value of distributions to date to beneficiaries
$ -0-
If administration is not complete, estimated value of assets $ ��0�
still in administration
The estate is involved in pending litigation.
NOTE: This status report is due no later than the due date for filing the Pennsylvania
Inheritance Tag Retucn or� if no Inheritanee Tag Retucn is required, nine (9) months
after the date of death; if the administration of the estate has not been conciuded,
a summary report shall be filed annually thereafter until the administration is complete.
I certify under penalty of perjury that the foregoing information is correct to the
best of my knowledge, information and belief�
Da�e�:-- � � , 19� -°w�t"
�� .,�
, Personal Repre ntative
Catherizl�� M. � Attorney for Estate
Mahady-Smith
This report must be sgned by the personal representative, or one of them when more
,� than one, or by counsel for the estate.
�/�
. . ftEGISTER OF WILLS OF CUMBERLAND COUNTY
REPORT OF STATUS OF ADMIMSTRATION
(For Resident Decedents Dying After July 1, 1984)
ESTATE NO. 21- 88- 257
Name of Decedent: Elizabeth Kristina Strine
Social Security Account No.: None
Date of Death: 5/5/8 7
Name of Personal Representative{s): Dorathy L . Strine
Capacity Executor Administrator c.t.a.
(eheck one) Administrator x Administrator d.b.n.
Is the administration of the estate complete? Yes No X
If "yes", how was the administration ended? (check one)
' By court accounting � •
r`--�+9 �
By account stated to parties in interest �`� � ���
i:7�
Did the parties release the +�:_A c `=;n
personal representative? z� � ;�
Other texplain) ��': � �;�
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23 +\j �n�
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Total amount paid to date to creditors and for funeral and $ 2 , 000
administrative expense
Total value of distributions to date to beneficiaries � -�-
if administration is not complete, estimated value of assets $Not calculated
still in administration
The estate is invalved in pending litigation .
NOTE: This status report is due no later than the due date fur filing the Pennsylvania
Inheritance Taz Return or, if no Inheritance Tag Return is required, nine (9) months
after the date of death; if the administration of the estate has not been conc�iuded,
a summary report shall be filed annually thereafter until the administration is complete.
I certify under penalty of perjury that the foregoing information is correct to the
best of my knowledge, information and belief.
� ,
pate: June 29, 1990 , 19__ �, '�
, ersonal presentat�ve
Catherine M. Mahady-S�nith, Esq. , A ttor ey for F.state
This report must be signed by the personal representative, or one of them when more
y,.
than one, or by counsel for the estate.
aev.isoo Ex� (�2-sa� ✓,3 �,�jd' � FILE NUMBER
a.,;�� - INHERITANCF TAX RETURN
'�,':,!'?�.�:�`� ' RESiDENT DECEDENT � :�>i/ --- s';;' - ��t,� j
` COMMONWEALTM OF PENNSYLVANIA (TO BE FiLED IN DUPLICATE
DEPARTMENT OF REVENUE �/�TH REGiSTER OF WILLS •
DEPT.28obo1 � COUNTY CODE YEAR NUMBER
MARRISlURG.PA 17128-0601
- DECEDENi'S NAh�E�lAST.FIRST,,4N0 hUODLE INITIAI) DECEDENT'S COMPLETE AODRESS '
W STRINE Elizabeth Kristina 75 Winchester Gardens
VSOCIAI SECURITY NllMBER DATE OF DEATH DATE OF BIRTM C ar 1 i s le , PA 17 013
o None 5/�5/87 . 5/4/87 �,,,�, Cumberland
W ❑ 2. Supplemental Return ❑ 3. Remainder Return
Q � 1. Original Rerurn- . . (For dates of death prior to 12-13-82)
N
vau ❑ 4. Limited Estate ❑ 4a. Futurs Interest Compromis� .. ❑ 5. Federal Estate Tax
(for dates of death ok�r 12-12-82) . Return Required
v�m ❑ 6. Oxedeot Died Testate ❑ 7. Oxedent Maintained a Living Trust _8. Totol Number of Safe Deposit Boxes
�
Q (Attoch copy of Will) (Attach copy of Trust�
ALL CORRESPONDENCB AND CONFIDENTIAL TAX tNfORMATION'SHOULD BE DIRECTED TO:
1 1� NAME COMYIETE M/►IIING AODRE55 -
� a Dorothy Strine -�t-B �`� D �-- "'"� Co5 ��y�"'J ��
p Z TELEPMONE NUMBER C 3r 1 1 S le, PA 17 013
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1. Recl Estate (Schedule A) � �)
2. Stocks and Bonds (Scheduls 8) • ( �)
3. Closeiy Held Stock/Portnership Interest (Schedule� ( 3) .
4. Mo�tgages and Notes Rxeivcbl� (Schadule D) ( d)
P�� � $5 , 234 . 20
5. Cosh, Bank Deposits b MiKsllanwus Penona)Pro 5
Z ' (Schedule E) -
O � 6)
� 6. Jointly Owned Property (Schedule �
Q
� 7. Trcnsfers (Schedule G) (Schedule L) ( � •
_ ( 8)
Q 8. Total Gross Assets �total lines 1-� $3 8 6 4 .5 0
v 9. Funerai Expenses, Administrative Costs, Miscellaneous ( 9) '
� Expenses (Schedule H)
10. Debts, Mortgage liabilities, Liens (Schedule I) (10)
11. Total Deductions (total lines 9 3 10) . (��) .
(12) $1, 369 .70
12. Net Value of Estate (line 8 minus line 11�
13. Charitable and Governmental Bequests (Schedule J) (13�
ld. Net Value Subject to Tax (li�s 12 minus line 13) �14)
�S $1 369 70 x .o6= S 82 - 18
15. Amount•oF line 14 taxoble at b%rate ( )
(Include values from Schedule K or Scfisduls M.)
16. Amount of line 14 taxabl�at 1596 rat� (16) x .15 =
(Induds valves from Schedul� K or Scheduls M.)
(17) $ 82. 18
O �7, p��apai tax due{Add tax from line 15 and kom line 16.)
►=
a 18. Credits Prior Payments Discount Interest .
� + _ (18)
�
p 19. If lins 18 is greater than li�e 17, entar ths differencs on line 19:This is tha OVERPAYMENT. (
V �G . . . . . . . . . .
x
a Z0. If line 17 is greater than line 18, enter the diFference on line 20. This is the TAX DUE. (2�)
�
A.Enter the interest on rhe balance due on line 20A. ' (20A)
B. Enter tha total of line 20 ond 20A on line 208. This is the BALANCE DUE. (ZOB)
Mak• Check Payabl• to: R�gist�r of Wills, Ag�nt '
�►�►BE SURE TO ANSWER ALL�UESTIONS ON REVERSE SIDE AND TO RECHECK MATH�i�
Under penelries of perjury, I declare rhot I have ezamined this return, including accompanying schedules and stateme�ts, and to rhe best of my knowledge ond beiief,
�t is rrue, correct and complere. 1 deciare rhat all reol estete has been reported at true market valu�. Deciaretion of preparer other than rhe personal represenrari�e �:
bosed o all information of which preparer has any knowledge. OAiE
SIGNA R OF P�.RSQN RESVONSIB R fIUNG RETURN O�NESS,J �� • / � /�/O ,„ (� A^��
l� .��{.� � �.J /1 �
r , onre
SIGN fURE OF PFE RER OTMEti THAN REPRESENTATIVE A D DR E S S� ,
1��)
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PLFASE ANSWER THE FOLLOWING QUEST10N5 BY PLACING A CHECK MARK (✓) IN THE
APPROPRIATE BLOCKS.
YES NO
1. bid decedent make a transfer and: ;
a. retain the use or income of the property transferred, ' X
....................................... �
b. retain the right to designate who shall use the property transferred or its income, ' x
,
� ,
. � X .
c. retain a reversionary interest or �
....................................................................
i
� d. receive the promise for life of either payments, benefits or core? ....................... X
2. If death occurred on or before December 12, 1��2, did decedent within two yeflrs
preceding death transfer property without receiving cdequate consideration? If death �
occurred after December 12, 1982, did decedent transfer property within one year of �
death without receiving adequate consideration? � „ : x '
. ....................................:..........
� . �
3. Did decedent own an 'in trust fcr' bank account at his or her death?...................... x �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPI.ETE S�HEDULE G AND FiLE IT AS PART OF THE RETURN.
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RE���SOB E%. �2.871 • • , • �
, . a.�r ' SCHEaULE E ;
�,,,,�,'„� I CASH, BANK DEPOSITS AND �
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS I
�NMERITANCETAXRETURN PERSONAL PROPERTY
RESIDENT DECEDENT Please Print or Type
ES7ATE OF FILE NUMBER
Elizabeth Kristina Strine
(All property joinrly-owned wirh the Right of Survivorship must ba disclosed on $chedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
Proceeds from survival action i $5 , 234 ,20
Civil Docket No. 2656-Civil- 1988
Cumberland County
Received August 9 , 1990
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TOTAL (Also enter on line 5, Recapitulation) $ 5 ,234 . 20
(Atrach additional 8%:" x 11" shsat:if more space is nseded.)
114
REKISII E%�,�.e., ' SCHEDULE H
��1,"�.,�,�`� � FUNERAL EXPENSES,
n:;
COMMONWEALTH Of PENNSYWANIA ADMINISTRATIVE COSTS AND
�"aEsi INTED[!DlNTRN MISCELLANEOUS EXPENSES p��a� print or Typ�
ESTATE OF FILE NUMBER
Elizabeth Kristina Strine
ITEM DESCRIPTION AMOUNT
NUMBEit
A. Fun�rol Exp�n:�s:
1. Myers Funeral Home, Inc . $ 265 .50
2 . James R. Gingrich Memorials $1 , 100 .00
3 . Bellaire House $ 477 .00
B. Administrafive Costs:
l. Personal Representative Commissions _ _
Social Security Number of Personol Representative:
Year Commissions paid
2. Attorney Fees
3. Fcmily Exemption
Michael and Dorothy Strine parents $2 , 000 .00
Claimant Relationship
Address of Claimant at decedent's death
Street Address 75 winchester Garden Apartments
�;ty C ar 1 i s le Stats Pp' Zip Cod� 17 013
4. Probata Fees Letters of Administration and filing fee $ 22 .00
C. Miscellaneous Expens�s:
1.
2.
3. •
4. �
5.
6. .
7. -
8.
TOTAL (Also enter on (ine 9, RecapitulationJ $ 3 , 8 6 4 . 5 0
(If mon spaee is ne�d�d, ins�rt additional s6Nts of san�� sis�•�
117 �
AEv-IS17 EX��z•en � rwu,�
°'� SCHEDULE J
COMMONWEAITN Of►ENNStlVAN1A BE N E Fi C IA RI ES
INNElRANCE TAX REiURN
lESIDlNT DKEDENT
ESTATE OF FILE NUMBER
Elizabeth Kristina Strine
��M AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFIGARY RELATIONSHIP SHARE OF ESTATE
� A. Taxabls Bequ�sts:
1. Dorothy ,L . Strine Mother $2 , 5�6 .01
2 . Michael Strine Father $2 , 576 .01
ITEM NAME AND ADDRESS OF BENEFIGARY AMOUNT OR
NUMBER SHARE OF ESTATE
8. Charitable ond Governmental Bequests:
l.
TOTAL CHARITABLE AND GOVERNMENTAL BE�UESTS (Also enter on lins 13, Rxopitulation) 5
(If enon spae� is n�d�d. ins�rt additionai s1�Nb of scm�siz�)
119
��°`�'7 . . '
Certif icate of Settlement
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No. � �� of �-�-�� Term, 19 S1�
----------------------�`={=�"�,=-------- r--
Ac�ion in ---��=�s��-----
---------------------- -- Entered - - -- ----���-� -a-----
-------- ------------- � � �
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I, __�� _ _ _____ ___________ Prothonotary of the Court of Common Pleas of
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Cumberland Coun , do reby certify that the action in ------------- lt=�r------
entered to the �bove number and term and has been marked settled and discontinued and
costs_paid. � ,
-1-��_ day of -r__-_________ 19�� ___ �-- _ i_ _ S�V_-__ _______
� Proth tary.
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�; �. ,, � �+:; r� �, . • , ';Y DATE NUMBER
JAMES R. GINGRICH MEMORIALS In�oice Date NOV 25 8
5243 Simpson Ferry Rd. ��'`' � � � -
Plechanicsburq, PA 17055
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�,. ,;_;a� YF" ` ,O��,..lO: �:���� ;�t �,,: QRDER:NtA�1BER�a�:.116�,4B .,����F��p.�, ti,r.a�: :.
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Mr and P1rs r���n�e� F Strine
75 Winchester Garden=.
Carlisle, PA 17013
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.,, ..r.}��y {��, ' . ..'�1 � - �� � t'... ��' Yi`�����♦�.`� 4:i�St�
�>... . <.g�i.Wre'Jia.Y`�yWl.iti%'+�
3�.wv...Y�'...�--t�'F.eaP.�.. - . �'�Jeit'NL-.u:.+)il��.f��-�IE�/i3�:..�d��H�1S..�61�1d:1'�a��tY.
For Strine memarial as selected SEP 18 87: 1140.00
LESS DEPOSITS 500.00
BALANCE DUE � 600 .00
TFIANK YOD UERY MUCH. . . Ple�se inciude order number with payment .
A 1 1/71. per month charqe will be added to all accaunts o�er 30 days.
,
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Since 1910
���r� �urtprtti �um� �nr. LlCE:�'SED .-�SSOC!-�TES
BOYD L. 111'ERS, Supervisor �IICHAEL J. �1.aLPEi:ZI
37 E. �tAlti STREET BOl�'D L. :�1�'ERS, 1R.
�tECH.aN[CSBCRG, P� 1i055
(717) 766-3-�21
June 18. 1987
Mr. and Mrs. Michael Strine pr.
FortheFuneralof Elizabeth Kristina Strine
Casket Selection $139.00
Flowers 26.50
Vault Company Set-up and Tent 50.00
Cemetery Charges 50.00
Total $265.50 -
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. . . . • No 4280 � .;��
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- �ijoru (717) 243•5413
Name: iy�/�jG�i .
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Phone: Date: ��—��
No. Reservations
. . . � 7 �� -
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- , - -.. � 3anquets L/r�) —
� Luncheons Sub Total -��,,���
� Wedding Tax �7 —
Reception
_ - � Business Grat.
Meetings �/ �� —
� TOTAL
Catering "T
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- . � Net 7 days
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SETTLEMENT INFORMATION
(To be prepared by attorney only)
1 . Case Name: Dorothy L. Strine, et al, v. Stanley Beachy, et al.
2 . Date of Settlement: June 15, 1990
(Certificate of Settlement attached)
3 . Amount of Settlement of Survival Action: $8, 500
4 . Attorney' s Fee: $2 � g�5
5 . Attorney' s Expenses: $290 ,80
� 6 . Distribution of Settlement: $5 , 234 .20
Proceeds from Estate :
Amount to (beneficiary' s name) : Dorathy L . Strine - $2 617 . 10
.
Amount to (beneficiary' s name) : Michael Strine - $2 , 617 . 10
7 . Date of Distribution: August 9 , 1990
���.���:����; �C3Ml�1C�NtAt�AL�TH Q� P�NNSY�,�C��tA
�. u�►�►a��r�t���r c���t�u�t�t�� `
aev.jida ex t�x.ae� £)��1CtAL R���11�+T • �ENl�1SY1.�A1�il;il�tM#�i�R1TANCE�Nt��`I'J��`�1"�� �
ACN
� ASSESSMENT � qMOUNT
RECEIVED FROM: CONTROL �
NUMBER
t�a�ha�X F.Str�.ne
� �ol �sa,ls
1t�5 Fry�own Rd
Carli�le,Pa. 1'�01:�
- FOLD HERE
FOLD HERE-
ESTATE INFORMATION:
� FILE NUMBER
� NAME OF DECE T LA (FIRST) (M1)
� DATE OF PAYMENT ��^ria
i
I� POSTMARK AT
�
COU NTY
DATE OF DE
� TOTAL AMOUNT PAID �82.�.S
REMARKS
R3o Social 5ecurity Numb+ex
SEAL � l� r , ��� ei��
RECEIVED BY �%� � � /: ' _1` � r� � ,.��.�,�� _.
�� �� S�1 NATURE ,
,''f
REGISTER OF WIILS
C��
REV-1547 EX (12-89) �
COMMONWEALTH OF aenNsv�vaNia � "� � � � NOTICE OF INHERITANCE TAX ACN �101
DEPARTMENT OP REVENUE ��� ''
BUREAU oF INDIVIDUAL rnxes ,-�'.� � ���I�� APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX
HARRISBURG, PA 77126-0601 DATE 11-ZO-gO
ESTATE OF STRINE ELIZABETH K FILE N0. 21 88-0257
DATE OF DEATH 05-05-87 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 T0:
DOROTHY STRINE REGISTER OF WILLS
105 FRYTOWN RD CUMBERLAND CO COURT HOUSE
CARLISLE PA 17013 CARLISLE, PA 17013
Amount Remitted i
�
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS `
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX (12-89)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STRINE ELIZABETH K FILE N0.21 88-0257 ACN 101 DATE 11-20-90
:__. �o .
��-_ � ,
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) ( 1) .00 � � '
O�
2. Stocks and Bonds (Schedule B) ( 2) .00 '-
3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) .00 =-
4. Mortgages/Notes Receivable tSchedule D) ( 4) .00 � -
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 5,234.20 „ �
6. Jointly Owned Property (Schedule F) ( 6) .00
7. Transfers (Schedule G) ( 7) .00
8. Total Assets ( 8) 5,234.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H> ( 9) 3,864.50
10. Debts/Mortgage Liabiiities/Liens (Schedule I) (10) .00
1 1. Total Deductions (1 1? 3,864.50
12. Net Value of Tax Return (12> l,369.70
13. Charitable/Governmental Bequests (Schedule J) (13) .00
1 4. Net Value of Estate Subject to Tax _ (1 4) 1,369.70
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will
reftect f.igures that include the totai of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate (15) 1,369.70 X.06= 82.18
16. Amount of line 14 taxable at 15% rate (16) .00 X.15= .00
17. Principal Tax Due (17) 82.18
TAX CREDITS:
PAYMENT � RECEIPT DlSCOUNT (+) � AMOUNT PAID
DATE NUMBER INTEREST (-)
08-08-90 j 562956 � 22.63- g2.lg �
08-09-90 � ABATED .O1- ; 22.65
� � i .
�
�
TOTAL TAX CREDIT g2.19
BALANCE OF TAX DUE .O1CR
INTEREST .00
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE .O1CR
OF ADDITIONAL INTEREST
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A
CREDIT (CRl Y�LI M�Y gE �LIF � RFFIINI'f CFF RFVFDCF CT11C nF TUTe cnou enn rueTe�irTrnue �