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I Fill NUMIIA
~,,:I;,., INHERITANCE TAX RETURN
'!\.';.)' iU~IDENT D~JCfDENT o?/ tf1
WMMm'Nl.ltfll ,,; I' 'IImV,II"^ 'TO nL FILED IN DUPLICATE
OCf'ARTM":NI Lt' I t VLNU( \ ~a;;
"",,;J~161<oi~L"J"'t WITH F\EGISTER OF WILLS) . CilUNTVCODE .. VEAR NUM8!R
.____,_u ... "'rr'~',';fj[t~'i';'si-,,:,"i~' i.:....r:-FliLf.. ;j"ili"i:ii[itJtYilllliX-C)'--' ---.....--. ..--.. . ..__..__._-.tt:iofl1r'~,(~iJffilrX6Ml1t~~;..;.:.~=.;.;;-~~;:;;
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"I 7~J ./)?~;lt/l . ;/1'(' 16 '. /i}l:frk' c""'r.CtlmdML//lV{)_ .... .___....._____
~ 1'~,-1. (): ;~Jjn(l! /("')I,rn 1_ 2, SUpplOlllCr'ltlll Rolurn I -J 3, Ramulndor Rswrn
~...'~g (lor dOlol of dooth prior to 12.13.821
V _ ( I 4. I.iUlllt!d ESI(Jltl !' 1 4cl. r llluro l/llmo,' COffiorornilo r- J 5, Fedornl Estate TaM.
olil... 110' dolo I of "onlh '"Ii., 12.12.B21 Rolorn Roqul,od
R:(Q i [ 'I 6. Ol)~lldltll! Dilrj T'I\ICllo Id, 7. Docedonl Main,~,jn"d (I U~ing Trvll _.e. 8, Total Number of Safe Depollt 80.l(e.
<C I l/;'ll{1dl CDP) 01 ~/;ll) IAllclch copy of Trtl~ll
~IL(c?iijiiiS!e"i~6~Nr.~_~~C.~~,~TLiii:N:!!Ar!K~'i~~i>!~~!f~ ~Hi~!i>- ~!. o~jC;TI~_'_~~_,____~~'~--'::-':=':u3.:3~'~,
f';~4.M~ '\.vMPLfH MI .INO A JUlltS't
m;"iitjt~~,~::tnc5, _!~':!..~~~t _ __ ,_,___._ '1.538 c' iVo 1/1 /2,D
Ak'ull/I'/k PlJQ /7,;;.'.,'1/
h ~~_~c=-."'~~_-~7=~~"'=::='~~ _--==~
(110
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nFV-I500 F\. 11:!.881
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1. R(J(l1 ~ i!Clt(, 1,5c1tUdulo Aj
}, S'ockl ond 8nnd. 15d..oulo ~I
3, CI,)!oly Hold S">rUl'orlllorthlp Ir,lorOlI I&,hoclulo q
4. M!)"gu~J;)l ,1i1c1I,lotol Recolvable (Schodulo 0)
5, Calh, Bonk n'pollll & MllcollonooUl P."onol P'oporly( 51 '
(Schodulo EI
6, lolnlly Ownod Propnrly (Schodulo FI
7, Tronlfo" ISthodull< GliSchodulo II
8, T olnl Gro" A"oll 1'01011,,01 1.71
I Y, Funorol "pOOlOI, Admlnl","llvo COlli, MI"ollonoool ( 9) __~."-_~.l!.n. "..._,__
"poo.o, ISchodulo H)
'\0, Dobll, Marlgoo' llabllillo., lIo.. ISchodulo II 1101 ",..____MaJ!/![_..._,___..
II. Tal,,1 Dodu,lIon. (Iolollln.. Q & 101
12, Nol Vuluo 01 E.la", Illno 8 mloulllno 111
13, Churitablo and uO'/Nnmenlal Boqu6111 (Schodulo Jl
.._ ____ .!4, No~.V~lu.o :,ubl~" 1.0. T~'.Qln_,.1 ~,,~o...!!"! _1~1
15, Amounl of 1100 14 to, obi. 01 6% rolo
(Ioclud, voluo, from S,hodulo K or Schodulo M,I
16, Amounl of IIno 14 to,oblo 01151, rolo
Ilnc"rdo valu.. Irom 5,hodulo K or S,hodul. M,I
17, PrlnclpollO' duo (Add 'odram IIno 15 ond Irom Ilno 16,1
I 18.Crodill Prior ~'mon" + "D'l~ ._I_~,,"..
19, If 1100 18 II groOlo' theroll"o 17, onlor Ih, dlllo,o"o on 1100 19, Thll Illho OVERPAYMENT,
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(121 _3~_.?..dj_.~P__.
Ndt4l4'
(131 .__.._____,_____..
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116) ...__N.tN.~ ___M ,15 ~ _~__.__.,,_
(171 ._L' ~..'l~_._.._.,.
1181 ___.1..f.. "l____.."..
1191,,_.,._.mm._____.__
CIIC(~ JUIU." if you hr. '(IctUlI\hnU U Illfulld or your QVI"puy"wnl
1201 ._L21I ' " f'___ "
(20A) ..-..mlllf;.r'_u-,
(2081 ._L? ~...'.T_______"
20, If Ilno 17 I. groCllor Iiloo Iln, 18, .olor Iho dlllo""o 00 lioo ,0, Thll II Iho TAX DUE,
A. Enlnr the inlerell Oil Iho bolullclJ duo on Iinll 20A.
B, Eolor Ih. 10101 af lin. 20 ood 20A on line 20B, Thll I. Iho BALANCE DUE,
Mak. Check Pavobl. to, R.gl.t., of Will., Ag.nt
l_______......_._....._._.. ...____.__.__...___.._...u..._ ._._ _.____....__._._...~.._.,___H_.... _ _
:~_. ____:..,_,:.:.~~~~~~uif~ .TCC~".SW!. ALL QUllnONI_~~.~~~~1!!DIA~l) 10 !1C'.f41C1l,~""':; _~~:L~~:if')'~
Under ponolllel of pflrjury, I dl)~lorn Ihut I ho~tl u1':omined thll rnlurn, Including accomponylng IChoduhll and \lalemftnll, and 10 the b~1I of my knowledge and blUef,
11 II true, correct and complele. I dllclore ,ho' (III rtlol ,,10111 hOl heen ropOllod at Irue mmkol valu8. Oec/oraUon of preparer olher Ikon the plrlonal reprellnlall'll II
batod on all information 01 which proporor hOl any knowledgo.
::::~;::-R~:~~~H~fRr ',,(j;;I',"G RfiUR;i;~~:'i:::~~~~~_'~~'H' ~;~;~'~;~/~.L~~lL-_~ :t; 41 ~._ ?K--
:....
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE
APPROPRIATE BLOCKS.
VI.S NI) .
1. Old decadent make a transfer and:
a. retain the use or income of the property transferred, ....................................... ~
b. retain the right to designate who shall use the property transferred or Its Income, 1/
c. retain C1 reversionary interest or ,............,,,...........,................................'..,..,,. ~
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
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? ................................................. Y'"
3. Did decedent own an 'in trust for' bank account at his or her death?..................... V
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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IIV.1S09.X. 1~z.l11
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SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONW!AIlH 01 P/NNSYLVAN'A
INHIR',^NC! TAK R!lURN
RIIID/NI D!C!D!NI
ESTATE Of
Jf;.II1 J .jt(.J',I)AJ o.
L_ NUMIER
Jolntt.nont{sl'
A.
NAME
I1Rlly J l1ul.-#:t d
ADDRESS
'" S' J1 , 8A1"'-" ~11
AI~..;I' /fl. 1?7-Ir//
I
RELATIONSHIP TO DECEDEN.T
~h 1'7;t..
I.
C.
I
Jolntly.own.d prop.rty,
ITEM LEnER DATE
fOR TOTAL VALUE DECD'S DOLLAR VALUE Of
NUMIE JOINT MADE DESCRIPTION Of PROP~RTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 9/tS"liil ClflCtJIIfoMf (lee; ~I "".,. I' ~7. 3e>:r~.cS'
1",;< ,.,r,.ru,,/ iii OfoM7,z,
.:l. A '4s I" flr,.I,./tr,,,1.c. .- S'06 1'f"/~.5' I ~ 0 II', ?;.. $J~ 1I?$1l,~. 9",
Y,"K i-#~" I I
I I
I I
i,
i
TOTAL IAII,o Inlll on IInl 6, Rocapllulollonl
(II more IpacI II nlldld Inll" addillanallhutl of lame liu)
$6'6"11,0
,..
II~ork
.' ~ Federal
. I SAVINGS & LO<\N
. . ~~.. ~.ASSOCIATlON
1',1, /1.
November 30 I' 1993
Audrey B. Perry
4538 Enola Road
Newville, PA 17241
REI SUSAN O. BISH ESTATE
Dear Ms. Perry,
Please reference your letter dated Ocr,obElr 29, 1993 in regards to
the above mentioned decedent. Two (2) accounts were located
in our computer system for her.
ACCOUNT .
NUMBER
HOW TITLED
DATE DOD INTEREST
OPENED BALANCE ACCRUED
--------------------------------------------------------------
090-327263 Susan O. Bish 09/15/84 $ 6,078.16 $ 3.32
Audrey P. Perry
500-177125 Susan O. Bish 06/15/89 $ 5,049.92 $ 10.82
Audrey P.' Perry
If you have any questions/ I may be reached between the hours of
8:30 AM and 4:00 PM.
." Sincerely, 3 .'
~,,-w-~
Assistant Manager
Data Control
101 South George street. P,O, Box 15068, York, Po. 17405.7068
(717) 846.8777 Fax No, (717) 846.0913
,..
, ,
"V.ISII Ih I!,'"
ISfATI Of
ITEM
NUMBER
A,
8.
4,
C.
1.
2.
3.
4.
5.
6.
7.
8.
~'~
COMMONW'AlTH OF 'INNSYlVANIA
'NHIAIlANCI TAX WU!N
!UIDEN! DrerDIN!
5CHIDULI H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPEN1ES
PI.a.. Print or T .
8/~ I/. ;II/SIN ().
DESCRIPTION
AMOUNT
1.
Funeral Exp.ns.s,
NAtlolll#N ;:4'1"'''' rlIM, . "R,I\Nl/", ~. I 7 "It. ...
G".".,:' t:'1,w"'$ a.,./"~/.I ~ 1'.,.1
71/.,,/\ .!I"II tV"rTeu '711. ~..J,,, ,,11 tJ.;H, Ti",../ 171. .v"e4...:)
1?.u. 4,::1"" ~""h.c.'''', ,1,1,,.Ir..,. tI,I/_,,, (j""!J;, NY. (C."'oI~.1
;:'". ;-;It/lddl,1 (I~"",,1l / ,71"...../1<1, ~. 4<<'H.'"
(.i",.;'" /i/',.t1h.", (10"" c:Ii~",,~ a"I;~
:1;4",/'0 .,. ~r1fllt:1>'."'1'
Admlnlstratlv. Cosll'
Personal Repreaentatlve Commlnlonl
Social Security Number of Personal Repreaentatlvtl
Year Commlulonl pold
~O,,..110
;.JS'. ,,.
,I. , '11
,11111 . 110
I'/d . tit:)
9'1, S'S
-? D, ~o
1.
-Aj/A -
2. Allorney Feel
3.
Family Exemption
Claimant 1/;1
Addre.. of Cloim"nt at decedent's deoth
Stree' Addrell .
City
State ,__ Zip Cod.
Relatlonlhlp
AI~
I
Probate Feel
MIsc.llan.aul Explns,sl
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~~,., NI~'c,,1 "4,,/c. (~,!J lIl~/'" M hlUl'd,,;) 31, d?
11,,/,1,.1/ Iire,1 ~f'"".c.I [J4~l1i", "44u/.,.,, (J;''NIl~.:J ..U;oo
It /'>I,I.;.I,'II.~' ",,'" '#-""
TOTAL IAllo ent.r on line 9, Recapitulation) S ;(1, :? 3,.5''1
(II mort spac. I. need.d, Inslrt addltlonal.h.." 01_ .....1
. ...., -""~
, ,,, . ". .' ,
---, _.-...- _... 'P- __. ___ __..~ __...__ _"_,.'_____"'__ _..__ .__ _.. ._...~ ~.,.~. __. .._ ._.._ - - __ - __ _...-_
RECEIVED FROM:
&
ACN
ASSESSMENT 'l'
CONTROL WI
NUMBER
AMOUNT
Audrey Perry
4!138 Bnola Road
Newville, PA 17241
101
---11711.44
1010 HUt
SUll.ln
I
O.
10. 1994.
~
fr'oFcbv~~erll.lnd
Ootober 23. 1993
REMARKS
8. S. '721-18-0941
SEAL
. II TOTAL AMOUNT PAID
U~II.4L
REGISTER OF WILLS
/'"
;
(
RECEIVED BY
,
,
.
r:-
RIV.1547 IX AFP (10"93*1
COMMONWEALTH Of PENNSVLYANIA
DfPAATIlEHI Of REVEl<< NOTICE OF INHE~ITAHCE TAW
BUREAU Of INDIVIDUAl lANES APPRAlSEHENT, ALLOWANCE O~ DISALI.DWANCE
DEPI. 11060\
IWlIIIlIURO, ~A l1\21,,0601 OF DEDUCTIONS, AND ASSESSHENT OF TAW DATI 05- 02 - 94
ISTATE OF ,nH SUS, -- FILE NO. '21 947m8
DATI OF DEATH 10-~3-93 COUNTY CUMBERLAND
HO'IE 1 TO INSU~E P~OPU C~EDIT TO YOUR ACCOUNT, SU8HIT THE UPPE~ PORTION OF THIS FO~H WITH VOUR TAW
PAVHENT TO THE REGISTER OF WILLS. HAKE CHECK PAVA8LE TO "REGISTER OF WILL~, AGENT"
REMIT PAVMENT TOl
ACN
101
..-
AUDREV B PERRV
4538 ENOLA RD
Nr,WVILLE PA 17241
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anount Rlnlltld
'-
J
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
Rly:Uti,"iiC"AFP""Ci'ii:93i""iloYici-.op-INHiifii'AN"ci"YA'i("iipPRA"isiHliili'~--Ai.rliiiANCi-oR"'''._"-"''''''"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ISTATI OF 8ISH SUSAN 0 FILE NO. 21 94-0018 ACN 101 DATE 05-02-94
TAW RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. RI.I Eltlt. ISohldull Al II I
2. stockl Ind Bonds ISohodulo BI 121
s. Clouh H.ld Stook/Portnerlhlp Inlarut ISohsdul. Cl ISI
~. Hortglgol/Hot.1 Rlolivlblo ISohldul1 01 I~I_
S. C.sh/Bonk Dlpoolls/Hho. Plrsonol Proplrty ISohldul1 El III
6. JointlY Ownld Proplrty ISohldull FI 161
7, Tranlllro .Sohedull Gl 171
S. Totd A..lh
I CHANGED
.00
.00
,00
,O.Q..
160,00
5,564.04
.00
(SI
5 , 724 , 04
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. FUnorl1 E,plnlls/Adnlnlotrltlvl C.sts/
HholUonlous E,pln... ISohldull HI 191 2 ,628.54
10. Dlbls/Hortglg. LllblliUu/L1lns ISohodul1 I) 1101 .00
11. Totol DlduoUono IUl
12, Nit Vllu. 01 TI. Rlturn (121
U. Chlrlllbll/Dovornllntll Baqu..1a ISohldul1 Jl lISI
l~, Nit Valuo of Eltlto Subjlct to TI. II~I
NOTE I If.n ......m.nt wa. i..uld pr.viDu.ly, lin.. 14, 15 .nd/or 1& .nd 17 will
refleot figur.. 'th.t inolud. the tot.l of ALL return. .......d to d.tl.
ASSESSMENT OF TAXI
IS. Aoount 01 Lin. I~ tl.obll It 6% rltl
16. Aoount of L1nl I~ to.lbll It 11% rlto
17, Prlnoipll TI. DUI
TAX CREDITS 1
PAVHENT
DATE
2,628.54
3,095.50
.00
3,095,50
IIS1
1161
3,095.50 W.06.
.00 W.lI.
lI71
185,73
.00
185.73
RECEIPT
NUH8ER
DISCOUNT 1'1
INTEREST I-I
AHOUHT PAID
01-10-94
855803
9.29
176.44
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
185,73
,00
.00
.00
. IF PAID AFTE~ DATE INDICATED, SEE REVERSE
FO~ CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN 61, NO PAVHENT IS ~EQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~H FOR INST~UCTIOHS.1
(')(')
fi r,' \(j or :0
,I,'.. .,1(11
0
,..
;!
"
, r
I'~
) , (<I I
. ,j ,
,1:'- ,t '.
0',
RUERVATlDIl'
E.t_t.. of dlc.dlnt. dYing on or blfor. Doc..b.r 12, 1982 -- If Iny future Int.r..t In thl I.t_t. 1. trln"lrred
In POI..,llon or .nJov.-nt to Cl... a (col1.t.,al) b'neflcl.rl.. of thl d,c.d.nt .,t.r the expiration of tny I.t.t. for
114. or for, y..r., thl Co..onw..1th her.by ..printy r...rvII thl rlgnt to appr.l.. and ...... tran'f,r tnMrUIf'Kl~ Tllell
It the llWful Ctle. I (co11_',ral) rat. on anv 'uoh future Int.r..t.
PUIlP1lSE Of
NOTICE,
To ful,lll thl r.quirt..nt. of Slctlon 2140 0' thl IAh.rltancl and f..tate TalC Aot, Aot lZ of 1991. 72 P,S.
Section 2140.
PAVItEMT,
Detlch thl top portlon of thl, Hotlo. and lub,lt with !iour Ply..nt to thl Rlgi.t.r of Will. printed on thl rly'r', .Idt,
"M""o choc~ or ...... ordor po,oblo \0' REOISTER OF MILLS. AOENT
All PIV-.nt. r.c.lvtd .hall flrat b. applJ.d to any lntar..t which .'Y b, due with any r..elndtr applltd to the t.M.
RErUHO (CRI,
A r.fund of . tlM orldlt, which wa. not r.quI.t,d on the Tlx Raturn, .av b. r.qu..t.d by co~l.tlng an "Application
for A.fund of Ptnn'vlvanJ, Inh.rltancl and E.t.t~ Tax" (REV-lll]), Application. ar. IVIIlablo It t~ OfficI
of the Algl,t.r 0' Will., any of the 23 Rav.nut DI.trlct Offlc.., or by calling the 'Plolat Z4-hour
."....rl"l ..rvlel nuMHir. for for.. ordlrlngl In PaM"Ylvanta 1-800-362-2050, out.lda PaM'Vlvanl. Ind
within lOCI. Harrl.burg era. (717l 187-8094, TOO. (711) 172-2252 (Htarlng 1~llr.d Only),
OIJECTlIlHS,
Any party tn Intlr..t not ..tl.ft.d with the .ppr.I....nt, ,11owJnCI or dl..llowlnc, of d.duotlonl, or ......lent
of tlX (Including dl.count or Intera.tl a. .hown on thl. Nutlce IU.t obJlot within .IMty (60) day. of rlcllpt of
thll Hotlce bYl
uwrltten prot..t to thl PA DIP.rt..nt of Alvlnul, Board of Appeals, DEPf, 281021, .larrhburg, PA 17128-1021, OR
-~.lectlon to hlY' the .attlr d.t.reinld at audit of thl account of thl Plr.onll rIPrl'lnt,tl..,e, OR
ulPP'll to the Orphan.. Court.
AIl!!IN
ISTRA TlVE
CIlIlRECTlIlHS'
OIStOUNT,
f.ntual .rror. dl.cov.rld on t~l. a.......nt .hould b. addr...ed In wrJtlng tal PA D.part..nt of R.v~,
lur..u of Individual Tall", ATTNl Po.t A.......nt R'Yllw Unit, DEPT. 280601, Harrisburg, PA 17121-0601
Phone (117) 787"6505, S.. P'" S of th, bookl.t "In.truotlon. for Inhlrlttncl Tu R,turn for. Ralldent
Decedent" (nEY-ISOl) for an .~plan.tlon of a~lnl.tr.tl"'IIY carr.otlbl. .rror..
If any tlM due I. Plld within thr.. (3) callndlr .onth. Iftlr the decedent'. death, a flv. p.rclnt (SX) dllcount of
the tax P,ld It allowtd.
INTERElT'
Int.r..t I. oh.rttd btglnnJog with fir.t dlY of dellnqutnoy, or nlnt (9) lonth. Ind rn. (1) day froe thl d.t. of
delth, to the date of PI,.tnt, Taxe. which bloa.. dtllnqulnt blfore Januery I, 1982 bter Inttrt.t at tht r.t. of
.ix C6X) p.re.nt ptr annua calculattd at a datlv ratl of .000164. All tallt. which bte... dlllnqutnt on and aftlr
January I, 1982 will btar Inter..t at n ratt whloh will Vlry frol c.l.nd~r year to callnder y.er with thet r.t.
announc.d by thl PA Depart..nt of A.vlnu.. Thl appllceble lntlr.,t ratl. for 1982 through 1994 ar'l
'!!!.! Inter..t Ratl DallV Int.r..t Faotor :!!!r ~.!!l! Dally lnternt Faator
19az ZOX ,000541 1986 lOX .000214
1915 16X .OOo~3a 19a1 'X .000241
I9I~ IU .000301 l'U'I99I 1IX .000301
1911 IlX ,000356 199Z .l .000241
1993-1994 IX .000192
~"Inttr..t I. aaloul.t.d ,. 'ollowlI
IN1EREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAXLY INTEREST FACTOR
~~Anv Notlc. I"uld Ifter the till blOC'" dlllnqulnt will refllct en Interl.t eeloulltion to flftlen (lL) dtv.
b4vond the date a' th' ........nt. If p.Y.lnt 1. ..dl ..t.r thl Intlr..t ca.,ut.tlon dlt. .hown on the
Math., IdcUtlonll lnternt ..,.t b. celouleted.