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INHERITANCE TAX RETURN :O~:~U~:~DITlS CLAIMED 0
RESIDENT DECEDENT FILE NUMBER
(TO BE FilED IN DUPLICATE
WITH REGISTER OF WillS)
REV-1500 EX+ (11-91)
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COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE IN ITIAL)
NUMBE
21-78-0532
COUNTY CODE YEAR
DECEDENT'S COMPLETE ADDRESS
PRICE ESTELLA
SOCIAL SECURITY NUMBER DATE OF DEATH
DATE OF BIRTH
401 High Street
Summerda1e, PA
167-50-2073
o 1. Original Return
o 4. limited Estate
7/15/78
o 2. Supplemental Return
8/28/97
County
CUMBERLAND
~ 3. Remainder Return
(for dates of death prior to 12-13-82
o 5. Federal Estate Tax
Return Required
- 8. Total Number of Safe Deposit Boxe~
o 4a. Future Interest Compromise
(for dates of death after 12- 12-82)
o 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
j~~<::I~"~$.~~."'~E~N~<::~~f">Etffl~~t'~'~f~~
NAME
SPENCER G. NAUHAN
TELEPHONE NUMBER
ESQUIRE
POBOX 840
HARRISBURG, PA
17108
236-3010
1. Real Estate (Schedule A) ( 1)
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)
(Schedule E)
6. Jointly Owned Property (Schedule F) ( 6)
7. Transfers (Schedule G) (Schedule l) ( 7)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9)
Expenses (Schedule H)
10. Debts, 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 (Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
15. Amount of line 14 taxable at 6% rate
(Include values from Schedule K or Schedule M.)
16. Amount of line 14 taxable at 15% rate
(Include values from Schedule K or Schedule M.)
17. Principal tax due (Add tax from line 15 and from line 16.)
18. Credits Spousal Poverty Credit Prior Payments
+
\(J
12,134.74
36.00
( 8)
12,134.74
36.00
12,098.74
(11)
(12)
(13)
(14)
X .06 =
12,098.74
(15)
725.
(16)
. x .15 =
(17)
Discount
Interest
+
(18)
(19)
19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT.
iii 0 a:"~!II"""-I_''''I'..''~''''.l'I~~ II.,. ...I'"l'I'I":!':-='l_....I.,_....~.~...,II'" .I~
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. (20B)
Make Check Payable to: Register of Wills, Agent
725.92
64.08
790.00
....
-
REV-1502 EX + (12-85)
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SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ESTELLA PRICE 21-78- 2
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
MS;I:OENCE;
401 High street
East Pennsboro Township
CUmberland County
Summerdale, PennsYVlania
Per Attached
Settlement statement:
Item 401. Contract Sales Price 15,000.00
Less:
Items 1106, 1107, 1112, 1201, 1203,
1205, 1303 and 1305 2,865.26
Sales value.................................
$12,134.74
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
$
12,134..74
ITEM
NUMBER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Rf'/.lSIl EX+ (7-881
-
~j~
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or Type
fILE NUMBER
21-78-0532
ESTATE OF
ESTELLA PRICE
DESCRIPTION
Funeral Expenses:
AMOUNT
1.
Administrative Costs:
1.
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
2. Attorney Fees
3. Family Exemption
Claimant
Address of Claimant at decedent's death
Street Address
Relationship
City
State
Zip Code
Probate Fees
Miscellaneous Expenses:
Filing fee - PA Inheritance Return
Filing fee - Releases of heirs
15.00
21. 00
TOTAL (Also enter on line 9, Recapitulation)
s
(If more space is needed, insert additional sheets of same size.)
36.00
REV.I51J EX+ (2.87)
=
ESTATE OF
COMMONWEALTH OF PtNNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~..L'.o.
\ ~1\
, ,
SCHEDULE J
BENEFICIARIES
J
ESTELLA PRICE
FILE NUMBER
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests: Remainder:
1. RICHARD SHEARER son one-half
612 Mourning Dove Road
AUdobon, PA 19403
I
2. KYMBERLY SCHAEFER ~randdaughter one-fourth
1903 Cherring Lane
Charlotte, NC 28262
3. CYNTHIA ROBBINS ~randdaughter one-fourth
1230 Gulf Blvd, Apt. 1004
Clearwater, FL 34630
21-78-0532
ITEM
NUMBER
1.
B. Charitable and Governmental Bequests:
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S
(If more space is needed, insert additional sheets of same size)