HomeMy WebLinkAbout01-1113
-,
L-
REV-1500 EX + (6-00)
OFFICIAL USE ONLY
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R D
E E
S N
T
C
o
M
P
T U
A T
X A
T
I
o
N
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
17-Z5-/\
1113
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME(LAST, FIRST, AND MIDDLE INITIAL)
Fidler Anna E.
DATE OF DEATH (MM-DO-YEAR)
NUMBER
21-01-
COUNTY CODe YEAR
SOCIAL SECURITY NUMBER
171-30-6626
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
DATE OF BIRTH (MM-DD-YEAR)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Llmltec::lEstate
3 date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent MaintaIned a Living Trust
(Attach copy of Trust)
D 10. Spousal Po....ertyCredlt D 1,. Election to tax under Sec. 9113(A)
(date of death between 12'-31-91 and 1-1-95) (Attach Sch 0)
niltfjt$l$EC~gtjB,eoMlil,;~!~;:im'eQR~~Ii!NC:.iie~I'1!i~i\'lAtj~;il~QRM^'tl~i'll$j;jQm;,,!!~,)g;~Ii:!I'Qi
NAME COMPLETE MAILING ADDRESS
X 6. Decedent Died Testate
(Attach copy of Will)
D 9. Litigation Proceeds Recei....ed
Ro er B. Irwin Es .
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
R
E
C
A
P
I
T
U
L
A
T
I
o
N
49-
1. Real Estate (Schedule A)
2. Stocks and Bonds (SChedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub'ect to Tax (Line 12 minus Line 13)
13,312.11
(1)
(2)
(3)
N
i!fcJ
Nao!i
6,010r5
i r '.OFFICIALU!;ONLY
~ :Oro
roo
.,:~:!, (J
c::J ',- . :~
C"":) i:p
I
0"1
(4)
(S)
15,033.62
-0
N
f,J
CO
()
-h
,. "
NOQl>
(6)
;).<
(8)
21,044.37
7,505.72
226.54
(11)
(12)
(13)
7.732.26
13.312.11
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
o 0
.045
.12
.15
(IS)
(16)
(17)
(18)
(19)
x
X
X
X
0.00
599.04
0.00
0.00
599.04
13,312.11
Copyright (c) 2'000 form software only The Lackner Group, Inc,
FormREV-1500 EX (Re..... 6.00)
Decedent's Complete Address:
STREET ADDRESS
21 Winchester Gardens
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
599.04
29.95
Total Credits ( A + B + C) (2)
29.95
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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 10 requeel a relund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A This is the BALANCE DUE. (58)
..........;.;" .,"'~~~~.,?heck Payable 10: REGISTER OF WillS, AGENT
';;~;;:~~::~~~~~::~:~~:!~~Lt~W[~6"';(j~;~;6~s'BYPLACINGAN:~~!!!!jN'''f~''~'''~P~~~~:~I:~~~':~t~~~:~:!'!!'",::':
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ~ ~xxx
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. . . . . . . . . .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
0.00
0.00
569.09
0.00
569.09
D
D
D
[R]
[R]
[R]
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 bellef, it Is true,
correct and complete. Declaration of preparer other than the personal representative is based on all Information of which ptElparer has any knowledge.
SIGNA RE OF PERSOt:t~ FOR FILING RETURN
<4M.- 7.:, lJ~~
SIGNATURE OFPREPARER OTHER THAN PRESENTATIVE
Debra A. Nevins Duane R. Dietz DME
1200 Sadler Drive 155 Greenbriar Rd.
- --CarE~ie-,--PA--i'i6i3------Eiii';ti:-;b;;r--,--p;C 17024
IRWIN McKNIGHT & HUGHES DME
60 West Pomfret Street
-----------------------------------------------------
Carlisle PA 17013
iL(t!CI
iLl ,( 0,
For dates of ath on r after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spou 7. [72 P.S. 9116 (a) (1.1)(;)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after 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. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefjciaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX1Jj.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. 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.
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
,REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna E. Fidler
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSII 171-30-6626
09/07/2001
FILE NUMBER
21-01-
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 M&T Bank, checking
DESCRIPTION
VALUE AT DATE
OF DEATH
4,438.49
2
1987 Chevrolet Celebrity; 2.8 liter V6 sedan, 68628 miles
700.00
3
Miscellaneous personal property
394.50
4
Winchester Gardens, security deposit
477.76
TOTAL (Also enter on line 5. Recap~ulation) $ 6,010.75
(It more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Jnc. Form REV-1508 EX (Aev.1-97)
,REV-1510 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna E. Fidler
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
SSlI 171-30-6626
09/07/2001
FILE NUMBER
21-01-
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DES~RIPTlON OF PROPERTY %QF
ITEM INCLUOETH NAME OFTHE TRANSFEREE THEIR DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 MetHfe Annuity 15,033.62 1.5,033.62
TOTAL (Also enter on line 7, Recapitulation) $ 15,033.62
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
,REV-1511 EX +{1-97}
COMMONWEALTH OF PENNSYLVANIA
lNHER1TANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Anna E. Fidler
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSfF 171-30-6626
FILE NUMBER
21-01-
09/07/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Giant, meal
164.81
2
Harrisons Flowers
236_91
3
Lebanon United Church of Christ
100.00
4
Nickel Funeral Home
5,864.00
5
Rice Memorial, inscription fee
70.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s}
Street Address
City State Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
1,000.00
City
Relationship of Claimant to Decedent
State
Zip
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Carol Cox, apartment cleaning
55.00
2
Register of Wills - filing fee
15.00
TOTAL (Also enter on line 9. Recapoulation) $ 7,505.72
(If more space is needed, insert additional sheets of the same size)
Copyrlght{c) 1996 formsoftwareonlyCPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
.REV-1512 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERlTANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna E. Fidler
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSfF 171-30-6626
09/07/2001
FILE NUMBER
21-01-
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Blue Mountain Anesthesia
DESCRIPTION
AMOUNT
36.11
2
Corncast Cable - final bill
13.88
3
PP&L
115.07
4
Sprint Telephone
61.48
TOTAL (Also enter on line 10, Recapitulation) S 226.54
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
.AEV~ 1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Anna E. Fidler
SS# 171-30-6626
09/07/2001
FILE NUMBER
21-01-
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
1 Shirley I. Bender
133 Cameo Drive
Fayetteville, PA 17222
Daughter 1/6 remainder
2
Dale E. Dietz
3 Jeffrey Drive
Columbia City, IN 46725
Son
1/6 remainder
3
Duane R. Dietz
155 Greenbriar Road
Elliottsburg, PA 17024
Son
1/6 remainder
4
Maynard D. Dietz
233 Seventh Avenue
Burnham, PA 17009
Son
1/6 remainder
5
Debra A. Nevins
1200 Sadler Drive
Carlisle, PA 17013
Ida J. Wine
6510 East Canal
Fort Wayne, IN
Daughter
1/6 remainder
6
Daughter
1/6 remainder
Painte Lane
46804
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1513 EX (Rev. 9~OO)
'.-.
LAST WILL ANIl TESTAMENT
I, Anna E. (Clouse) Fidler, presently of Aspers, Menallen Township,
Adams County, Pennsylvania, hereby make and publish my Last Will and Testament,
revoking and making null and void any other Wills or writings in the nature
thereof by me at any time heretofore made.
Item 1: All my just obligations shall be paid as soon as may conven-
iently be done after my death, including my funeral, burial, memorial, hospital,
medical and nursing expenses, and including all transfer inheritance, estate
and other death taxes, as well as estate settlement expenses, all of which shall
be paid from the residue of my estate.
Item 2: I give, devise and bequeath all the rest, residue and
remainder of my estate, of whatever nature and wherever situate, unto my six
children: Dale E. Dietz, Shirley I. Bender, Maynard D. Dietz, Ida J. Wine, Duane
R. Dietz and Debra A. (Dietz) Nevins, share and share alike. In the event that
any of my children fail to survive me, I give such share unto his or her children
or issue taking equally but per stirpes; and if any of my children who fail to
survive me leave no children or issue surviving me, I give said share unto my
other above named children, or to their respective children or issue, taking
equally but per stirpes.
Item 3: As Executors of my Will, I appoint and constitute my two
children, Duane R. Dietz and Debra A. (Dietz) Nevins, and I direct that none of
them shall be required to furnish bond.
IN WITNESS WHEREOF, I, Anna E. (Clouse) Fidler, have to this my Last
Will and Testament subscribed my name and affixed my seal in the presence of two
witnesses, who, in my presence and in the presence of each other, subscribed
their names in attestation hereof this
J .( t?~ day of June, 1980.
Signed, sealed, declared and published
by Anna E. (Clouse) Fidler as and for
her Last Will and Testament in our
presence, and we, at her request, and
in her presence, and in the presence of
each other, have hereunto subscribed
our names as witnesses on the day and year
last above written.
./ .( ,.
(,'
I. ,," Ll
:,!i
.) //
. / ~
ll,.
(SEAL)
/
..:.L :"'-~-.:/..;- .~_ - (_
----"
p .
L. ,1 f;
( [' I, ,(.t'LL[[;,
'II
(I
~~
.,. ~l ;"'1, ,,'. 'I,j
'1./
Anna E. (Clouse) Fidler
mM&TBank
October 17,2001
RE:
Estate Search
The Estate of:
Date of Death (0.0.0.)
ANNA E FIDLER
9/7/2001
To Whom It May Concern:
Identified below is the account information requested.
I. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$4438.49 $.00
CHK
2679018867
ANNA E FIDLER
4335
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
A Safe Deposit Box titled in the Decedent's name existed at our NORTH MIDDLETON OFFICE. The Safe Deposit Box Number is
0000525.
If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724-
2440 outside ofthe Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORA nON
BY: y;;(LU-f1....~/'-J2 h-t"',AA~~'~
Authorized Signature / .
DATE: (0- \, ~ () \
Manufacturers and Traders Trust Company. 1100 Wehrle Dnve, PO. Box 767, Buffalo. NY 14240-0767
10/10/2001 15:38
IB/l~/2Bel 13:34
71 ?541, 1198
19182528273
METLIFE
METLIFE TUl...SA
PAGE 02
Pi>RE. 02
_..- ,->'- --
Met"otOM'-" l.i't l~urarv:. :omp,l"y
MtlI.IB CllsiJlmOl Sorvco 00R0l . Mil
1:zal2 Eul51S1 $I.... P') 6e' z2Qe9
Tulsa. OK 74121-206&
MetLife
DUANI: R DIETZ
FAX 717 54' 1198
RE
ANNUITY DEATH CLAIM
DECEASED ANNA E FIDLER
CONTI'IACT 073 30Z 938 AB
0.., Mr Dietz
T"la ie In ,.spOt'se tel your cln to our toU free number r.questlng the date of dleth
valull for thll above contrlct.
ConUllct 073 302 939 A8 ia non-Qualified and all menl.. are cOmliaarad tllllble In
the yeer receiVlld. The data of death value II of s.pt.mb.r 07,2001 "
,'5,033.82.
If you hive any quel1:lons, ple.I' feel fr.. to caR our toil-frill number .t '-100-I3I-
7732. One of our CUltomer Service Consultanta will be happy to IIIlilt yeu.
Sincerely
~ A-rl""..,I85
Rltll Andernn,ACS
AMUltY Oe.th Claim Unit
AnnUitY Administrative Operll1iona
October 10,2001
11/28/2001 13:58
7175411198
METLIFE
PAGE 04
MltropoHlln Uflllnsulll1C8 Company
...0I1.I1t1 CUldDnw SlMce Center - Tulsa
12l102 EGlS1Sl SlrI8l. PO Box 22069
111111, OK 74121-2069
MetLife
DUANE R DIETZ
155 GREENBRIAR RD
ELLIOTTSBURG PA 17024
RE ANNUITY DEATH CLAIM
DECEASED ANNA E FIDLER
CONTRACT 073 302 939 AB
Deer Mr Dietz
. -'-'..
Your claim for tha daath benefit under the above contraat we. proce..ed September
26,2001. Your shere of the settlement tateled ",487.8B. The full benaflt plid
was $7,324.52. The payment details for your shara Is:
Settlement Amount
Cost Basis Amount
le.. Federal Income Texes Withheld
Las. Stlte Income Texes Withheld
Claim Payment Amount
$7,487.88
$6,904.46
$163.36
$0.00
",324.52
This contrect is non-qualified end all proceeds over the co.t ba.l. are considered
tsxable in the year received. The cost besls Is listed ebove.
If you hive Iny other questions, pleeae feel free to call our toll-free number at 1.
800-838.7732. One of our Customer Service Consultlnt. will be happy to e,,'at
. )'ou.
---'---'. -"'.
Slnceraly
i6r4.4 ,",'''rI.Aes
Rita Andarsen.ACS
Annuity Death Claim Unit
Annuity Administretlve Operetlons
September 28, 2001
Metropolitan Life Insurance Company
MetLile Customer Service Center - Tulsa
12902 East 51st Sfreet, PO Box 22069
Tulsa, OK 74121-2069
MetLife
DEBRA A NEVINS
1200 SADLER AVE
CARLISLE PA 17013
RE ANNUITY DEATH CLAIM
DECEASED ANNA E FIDLER
CONTRACT 073 302 939 AB
Dear Ms Nevins
Your claim for the death benefit under the above contract was processed September
26,2001. Your share of the settlement totaled $7,487.89. The full benefit paid
was $7,324.53. The payment details for your share is:
Settlement Amount
Cost Basis Amount
Less Federal Income Taxes Withheld
Less State Income Taxes Withheld
Claim Payment Amount
$7,487.89
$6,904.46
$163.36
$0,00
$7,324.53
This contract is non-qualified and all proceeds over the cost basis are considered
taxable in the year received. The cost basis is listed above.
If you have any other questions, please feel free to call our toll-free number at 1-
800-638-7732. One of our Customer Service Consultants will be happy to assist
you.
Sincerely
~it4 r1~.AeS
Rita Andersen,ACS
Annuity Death Claim Unit
Annuity Administrative Operations
September 28, 2001
MILLER'S AUCTIONEERING SERVICE
KEITH R MILLER
494 BRICK CHURCH ROAD
NEWVILLE, PA. 17241
(717) 776-6692
I am an Auctioneer, licensed by the Commonwealth of Pennsylvania, having ten years
experience in sales and in appraising personal property.
Purpose of Appraisal
The purpose of this Appraisal is to estimate the market value of the subject personal
property.
The type of value placed on all items listed is fair market value. I have no present or
contemplated future interest in the personal property.
Definition of Fair Market Value
The most probable price, as of a specified date in cash or in terms equivalent to cash, or
in other precisely revealed items for which the specific property rights should sell after
reasonable exposure in a competitive market under all conditions requisite to a fair sale,
with the buyer and seller each acting prudently, knowledgeably and for self interest, and
assuming that neither is under undue duress.
(Appraisal Institute - 1992)
Reference material for obtaining prices includes past sales tickets.
Keith R Miller
AUL2863L
MILLER'S AUCTIONEERING SERVICE
KEITH R MILLER
494 BRICK CHURCH ROAD
NEWVILLE, PA.I7241
(717) 776-6692
APPRESIAL REPORT
OF
PERSONAL PROPERTY
Prepared for: Duane Dietz
EXECUTOR
Prepared for: Debra Nevins
EXECUTRIX
ESTATE of:
ANNA E. FIDLER
21 WINCHESTER GARDENS
CARLISLE, PA. 17013
ATTORNEY: Roger Irwin
AS of:
October 04, 2001
Purpose:
Inheritance Tax
BY:
Miller's Auctioneering Service
494 Brick Church Road
Newville, Pa. 17241
Keith R. Miller, Auctioneer # AU-2863-L
BEDROOM # 1
TV Trays
Night Stand
Double bed w/box springs & mattress
Box of material & pictures
Red white kitchen stand
Sewing stool
Fan
Blue chair
Tins
BEDROOM # 2
Blue chair
Sewing machine (white brand)
Black bedroom suite
(bed, night stand, 4 drawer dresser & dresser w/mirror)
Floor light
I side chair
Black & white TV
Linens
Walker
HALLWAY & LIVING ROOM
Small modern book case
Small desk
TV stand
White shadow box w/mirror
End table
Coffee table
Brass floor light
Plaid sofa & chair
Brown recliner
Towels
Lawn chairs
Magazine rack
Black floor light
$2.00
$6.00
$35.00
$1.00
$2.00
$3.00
$2.00
$1.00
$ .50
$1.00
$3.00
$45.00
$6.00
$2.00
$8.00
$4.50
$16.00
$22.00
$4.00
$12.50
$2.00
$3.00
$6.00
$12.00
$18.00
$6.50
$1.00
$1.00
$4.50
KITCHEN
Pots & pans
Waffle iron
Coffee pot
Toaster
Popcorn popper
White metal kitchen cabinet
Wooden modern dinette set 4 chairs w/extension
1983 small freezer
Microwave stand
1985 microwave
$6.00
$1. 00
$2.00
$2.00
$ .50
$27.50
$72.00
$27.00
$14.00
$12.00
$394.50 TOTAL
1987 Celebrity Chevrolet
Vin # 2GlAW51W3H2100678
2.8 liter V6 4 door
64,628 miles
$700.00
$1094.50
"\/?~ l2~-- / /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-IU7 EX AFP <12-'"
ReOJ1c,::;i {Jf
Re:~F;. ..:i
ROGER B IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE
.02 FEE 19 A 8 :49
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-11-2002
FIDLER
09-07-2001
21 01-1113
CUMBERLAND
101
AlIOunt Re.itted
ANNA
E
Cj~~i~:
pl:l.~b15-::::' P/\
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subeit the upper portion of this for. with your tax payaent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=i6Cfj-EY-AFP-fi";f=ooi-------...--iNH€iiTANC'E-fix--STATEMENf-OF-ic-couirf--iii.---------------------
ESTATE OF FIDLER ANNA E FILE NO.21 01-1113 ACN 101 DATE 02-11-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE HAMED ESTATE. SHOWN BELOW
IS A SUMKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-14-2002
P R I NC I PAL TAX DU E : ..__~._.......__.._.m..m....__..m.._.._...._......_.........~.__......._.~............._.......__................._.._~........_.m.___.._.______.._............__.
599.04
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-06-2001 CDOO0608 29.95 569.09
TOTAL TAX CREDIT 599.04
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
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. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B
60 WEST POMFRET STREET
CARLISLE, PA 17013
_____n_ fold
ESTATE INFORMATION: SSN: 171-30-6626
FILE NUMBER: 21 - 2001 - 111 3
DECEDENT NAME: FIDLER ANNA E
DA TE OF PAYMENT: 12/06/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/07/2001
NO. CD 000608
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $569.09
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$569.09
REMARKS: ROGER B IRWIN
CHECK#18085
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/ 7-;JS--I/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recor,J~,
RehJ<
elATE
',<ijHSESTATE OF
DATE OF DEATH
FILE NUMBER
P 2 ~NTY
ACN
01-21-2002
FIDLER
09-07-2001
21 01-1113
CUMBERLAND
101
ROGER B IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE
.02 JAN 25
*~
REV-1547 EX 'FP el2-001
ANNA
E
ClerK.';
PA 17013Clunbenai,J
Allount Rellitted
d '.
FA,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y-=is47-iX--iFP--fiz:oo.r"No'Tici-OF-'rN'HiifiTAiiCE-YAx-"A-PpiAisiiiENT~--iiioWAifcE-CrR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FIDLER ANNA E FILE NO. 21 01-1113 ACN 101 DATE 01-21-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
X CRE TS:
PAY E
DATE
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
6,010.75
.00
15,033.62
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(I))
(10)
7,505.72
226.54
(11)
(12)
(13)
(14)
NOTE:
.00 X 00 =
13,312.11 X 045 =
.00 X 12 =
.00 X 15 =
REC IP
NUMBER
C T (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
PAYMENT MUST BE MADE BY 06-07-2002*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
21,044.37
7.73~ ~It
13,312.11
.00
13,312.11
(11))=
.00
599.04
.00
.00
599.04
.00
599.04
.00
599.04
IF TOTAL DUE IS LESS THAN $1, 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.)
J 1- ;;. 5 -II
BUREAU OF iN6IVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*51:
REV-l'Ol EX AFP <12-00>
ROGER B IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE
.02 JAN 25
q~TE
",~'STATE OF
"''IlATE OF DEATH
FILE NUMBER
P ~~!lTY
01-22-2002
FIDLER
09-07-2001
21 01-1113
CUMBERLAND
101
ANNA
E
Recoru"
Re~Jj~;te'
A..ount R...itted
Cierk"_
PA 17013 r,umbetkkiC
, PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub..it the upper portion of this for.. with your tax pay..ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-y=i6o'-ix-AFP--liZ-:ool-------...--iNHERITANc'E--YA;f-STATEMENY-O-.:-ACfcoUNT--...---------------------
ESTATE OF FIDLER ANNA E FILE NO.21 01-1113 ACN 101 DATE 01-22-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002
PR I NCI PAL TAX DUE: ....................._m......mm....m.......m..........................................................m............................................m......m.............................................
599.04
PAYMENTS (TAX CREDITS):
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-06-2001 CDOO0608 29.95 569.09
TOTAL TAX CREDIT 599.04
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )