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TRUST DEPARTMENT
JENSEN, BESSIE T/U/W
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PNClBANK
PA S'l'ATE INHERITm::E TAX
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REGISTER OF WILLS,
lIGENI'
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lJ\ST WILL AND 'l'ESTAMENl'
OF
BFSSIE E, JENSEN
I, BFSSIE E. JENSEN, of New ClItberland, Cunberland Co\mty,
Pennsylvania, being of sOtmd and disposing mind and lllSJX)ry, do make, pUblish
and declaro this to be my Last Will and Testament, hereby revokillg all Wills
and Codicils by me at any time made.
ITEM I,
I cl:I.rect that all inheritance and estate taxes
b&caning due by reason of my death, whether such taxes may be payable by my ,
Estate or by any recipient of any property, shall be paid by my ExeaJtor out
of the property passing under this Will, which is not specifically bequeathed
or devised, as an expense and cost of ll<ininistration of my Estate. My Executor
shall have no duty or obligation to obtain reiIrbursEm!llt for any such tax paid
by my Executor, even though on proceeds of insurance or other property not
passing under this Will. In the absolute discretion of my Executor, my
Executor may pay such taxes ~diately or may postpone the payment of taxes
on future or remainder interests \mtil the time possession thereof accrues
to the beneficiaries.
!TIM II, I hereby exercise all powers of appointnv!nt which
I may have at the t:lm! of my death in favor of my Executor, and all property
subject to all such powers of appoinonent shall be included in my Estate,
ITEM III,
I hereby give and bequeath all of my household
furniture and fumishings, autaoobiles, books, pictures, jewelry, china,
linen, silverware, wearing apparel and all other articles. of household or
personal use and adoImlel'lt to my spouse, c"'YRIL D. JENSEN, if he survives me,
or if he does rot, in equal shares to such of my children as survive me.
ITEM J)J, I give, devise and bequeath all of the rest,
residue and remainder of ~operty, real, personal and mixed, to my spouse,
,~~,~. 'k:J.: Il?l.~.~t~vft
CYRIL D. JmSEN, if ~he s ves ine, or, if~ fhe dOOi' 001'; I direct that all
such property shall be added to the as~ets constituted in the Trust established
Page 1 of 3 pages
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. in a certain .A.greement of Trust executed by me and my said spouse as Settlors
and by CCNB Bank, N,A" having offices in and arOlZld New Curb er land , Pennsyl-
vania, as Trustee, said Agreaoont of Trust having been dated January 8, 1980,
with such assets to be distributed as part of the assets of said Trust,
ITEM V, If at any time any minor child shall be entitled
to receive any assets hereunder, CCNB Bank, N,A., having offices in and around
New Clni:lerland, Pennsylvania, shall act as Guardian of the assets payable to
such child, Said Guardian may receive and acbrlnister all assets authorized
by law and shall have full authority to use such assets, both principal and'
inccme, in any roamer said Guardian shall deem advisable for the best interests
of such ch:I.ld, including college, university, post-graduate or other education,
without securir1g court order. Said Guardian shall have all the rights and
privileges as to the Guardianship'(s) and the assets thereof as are herein granted
to my Executor as to my Estate and the assets therein,
InM VI. Any person who shall have died at the SBl!W! time
as me or in a camon disaster with me or under such cirClIllStances that it is
difficult or iII\Xlssible to determine who died first, shall be deemed to have
predeceased me.
:r.o:M VII. In the settlement of my Estate, my Executor shall
possess, BIIDI1g others, the foll<:Ming pcMers:
(a) To sell either at public or privnte sale and upon such
tenns and conditions as my Executor may deem advantageous to my
Estate, any or all real or personsl estate or interest therein,
whether owned by me severally or in conjunction with other persons
or acquired after my death by my EKecutor and to consllJll\!lte said
sale or sales by suffident deeds or other instIi1nents to the pur-
chaser or purchasers, conveying a fee simple title, free and clear
of all trust and without liability of the purchaser or purchasers
,
to see to the application of the purchase m:mey or to make in:\uiry
into the validity of said sale or,salesl also, to make, execute,
acknowledge and deliver strf and all deeds, assignnents, options or
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JOM
AGRmlENT OF TRlJSl'
- This is a JOINT A~OF TRUST made and entered into as of Y #:>'
' I ~,' ,9;Q',19. .
day of ~'1',/-,~.f.'"tJ ' 19Jrf. by between CYRIL D. JENSEN am BESSIE E. JENSEN,
his wi.f~, of New 6..roerland, Cutberland County, Pennsylvania, hereinafter for pur_
poses of convenience, jointly and severally called "Settlor", arxi C(}lJl BANK, N,A.,
a corporation duly formed and existing under the laws of the United States with an
office located in Harrisburg, Pennsylvania, hereinafter called "Trustee".
WI'lNESSETH:
WHEREAS, Settlor has certain assets (auxmg ~ch may be insurance poli-
cies) which are or hereafter will be transferred and/or made payable, as appropriate.
to Trustee herein named.
tUoI, THEREFORE, in consideration of the tn1tua1 covenants and agreements
herein contained, it is agreed by and between the parties hereto as follows:
AR1'Ic:IE I:
Settlor; or any othm: party or person, fran time to
time, may treke insur~e policies or other assets subject to the tenns of this
Agreement of Trust, either by inter vivos transfer (including benef:lcim:y designa-
tion) or by WUl.
AR1'Ic:IE II:
Upon receipt by Trustee of any assets, Trustee shall
rold and admin:l.ster said assets, IN TRlJST NEVERnlElESS, under the following temw
and conditions:
(a) Trustee shall have, hold, manage, invest and reinvest the
same, collect the income and pay aver the net incaoo, in quarterly or tmre,
frequent installments to Settlor, or either of thEm during their lifet:imes..
Settlor and Trustee specifically recognize that assets placed :In t:h1.s Trust
by Settlors during their lifetime and constituting this Trust ~ the
lives of both Settlors shall be and shall be treated as assets held by
and for Settlers as tenants by the entireties.
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(b) During the existence of the 'l'n1st established in this Agree"
ment of Trust, Trustee ( rEJgardless of the disability or incapacity or uncer"
tainty of whether Settlor or either of than is dead or alive) my expend so
1l1ICh of either or both the income and prlncl.pal of the Trust as, in the sole
discretion of Tnwtee, may be necessary and/or advisable to supplement all
income of Settlor or either of than in order to provide for support and main-
tenance, including, but not limited to. medical, oospital, nursing and nurs"
ing 00me care of Settlor or either of them. Addit:l.onally, Trustee shall
pay to Settlor or either of than such BI1DI.Illts of pr:lncipal as Settlor or
either of than III1IY, fran t:lIre to t:lIre request in writing,
(c) Upon the death of either Settlor, during the continued exist-
ence of th:I,s Trust. survived by the other Settlor. the Trust shall continue
and Trustee shall pay over the net inccrne ao%r principal to or for the
benefit of the surviving Settlor in the smre manner as provided for Settlor
prior to the death of either of than.
(d) Upon the death of the survivor of the Settlors the Trust
assets shall be distributed, per stirpes, to the issue of the last Settlor
to die.
(e) Trustee specifically is auth:>rlzed and directed, upon the
request of the personal representative of the estate of Settlor or either of
them to pay to such estate or directly to the t:ax:Ing Ilutb:lritiea BrrJ lIIIDUllt
equal to any additional estate and/or inheritance tllXes, and interest and
penalties thereon. which may be payable by the estate of the Settlor because
of the :Inclusion in such Settlor's estate, for tax purposes, of assets of
this Trust.
ARl'IClE III: No part of the :lnccxne of principal of the property'
held under these Trusts shall be subject to attachment, levy or seizure by any credi-
tor, spouse, assignee or trustee or receiver :In bankruptcy of ~ beneficiary prior
to his or her actual receipt thereof. Trustee shall pay aver the net incaDe and
the principal to the parties herein designated, as their interests nay appear, with"
out regard to anY att:eupted anticipation, (except as specifically prcw1ded in thi8.
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instrunent) pledging or assigrment by any beneficiary under the Trust am witrout
regard to any claim thereto or attelll'ted levy, attacl1nent, seizure or other process
against said beneficiary.
ARTICLE IV: Trustee shall possess, among others, the following
powers to be exercised for the best interests of the beneficiaries:
(a) 1'0 vary or to retain invest:rrents, when deerood desirable
by Trustee, and to invest in such bonds, stocks, !'Otes, real estate unrt-
gages or securities or in such other property, real or personal, as Trustee
shall del!Il wise, witrout being restricted to so-called "legal investments."
(b) In order to effect a division of the principal of the ..
Trust or for any other purpose, including any final distribution of the
Trust, Trustee is autrorized to uske said divisions or distributiDns of the
personalty and realty partly or wOOlly in kind. If ouch divisions or dis-
triwtions are IlBde in kind, said aasets are required to be divided or dis-
tributed at their respective values on the date or dates of their division
or distdbution.
(c) To sell either at public or private sale and upon such
terms and conditions as Trustee IlBY deem advantageous to the Trust, any or
all real or personal estate or' interest therein owned by the Trust severally
or in COl\i\llCtion with other persons, and to constIIJIBte said sale or sales
by sufficient deeds or other inst:rlm!nts to the purchaser or pu:rchRsers,
conveying a fee s.inple title, free and clear of all trust and witbJut obli-
gation or liability of the purchaser or purchasers to see to the applica-
tion of the purchase uoney, or to Imke inquiry into the validity of said
sale or sales; also, to make, execute, acknowledge and deliver any and all
deeds, assignments, options, or other writings \>iUch ll'8y be necessary or .
desirable in carrying out any of the powers conferred upon Trustee in this
paragraph or elsewhere in this instrunent.
(d) To llJ)rtgage real estate, and to nnke leases of real estate.
(e) To 'borrow mmey ttan"any'party, including Trustee, to pay
,
indebtedneSs of a Trust, and taxes.
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(f) To pay all costs, expenses and charges in connection with
the aamru,stration of the Trust, including a resSOMble compensation to
agents.
(g) In the discretion of Trustee, to unite with other owners
of similar property in carrying out any plans for the reorganization of
any corporation or cCllpany wOOse securities form a part of the trust.
(h) To wte any shares of stock which form a part of the
Trust.
(i) To assign to and hold in the Trust an \mdivided portion
of any asset.
ARTICLE V: If at any tiIoo any miror chUd shall be entitled to
receive any assets hereunder, rom,BANK, N,A. shall act as Guardian of the assets
payable to such child, and shall have full authority to use such assets in any
manner it shall desn advisable for the best interests of &'Uch child, including col-
lege, university, post-graduate or other education, wit:h:lut securing court order.
Said Q,jardian shall have the rights and privileges as to the Guardianship(s) ard the
assets thereof as are herein granted to Trustee as to the Trust and the assets
thereof.
ARl'1CLE VI: It is expressly understood and agreed that Trustee
is not obligated to pay BI'\Y preral.UIIS or assessments on the aforesaid insurance poli-
cies, and is to be under m obligation in respect to the oaid policies of insurance,
eKCept to the extent expressly agreed to herein,
ARl'ICLE VII: With respect to any insurance policies ...trl.ch now are,
or, at srry tiIoo may be owned by Settlor, Settlor reserves to Settlor, cbdng Settlor t s
ownership of said policies and during Settlor's lifetime, all payments, dividendS,
surrender values and benefits of any kind which may accrue on account of any of thP.
aforesaid policies, and the right at any time to assign, pledge or use said policies,
or any of them or to change the bene.ticiary thereof, to borrow lIDl1ey thereon, or for
any purpose, witrout the consent, approval or jcdnder of Trustee, or any beneficiary
here1.llde:r. . It ia the intent of SettlOl', :In regard to said insurance policies, that
this inst.runent shall be operative only in respect to the proceeds of such of the
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policies as may be due and payable to Trustee at the time of the death of Settlor
or thereafter, after deduction of all charges against the policies by reason of
advances, loans, premiuns, or otherwise, and the recp.ipt of Trustee for such pro-
ceeds shall releaae the insurance corrpanies from liability on the policies,
AIrn:CU: VIII: It is agreed that Settlor may by inst:nment in IIdting,
delivered to Trustee, IIDdify, alter or revoke this AgrE!SlB'lt of Trust in lohole, or
in part, provided that the duties, powers, cOOllensation and liability of Trustee
shall rot be changed wit:h:>ut Trustee I s written consent,
AIrn:CU: IX: Settlor agrees and directs that upon Settlor's death,
the proceeds of such policies which are subject to the terms of this Agreeue:lt of
Trust shall be paid in accordance with the directions then set forth in said policies,
or beneficiary designations then attached thereto, In the event the proceeds of
said policies are payable to Trustee, Trustee may institute any proceeding at law
or in equity in order to enforce the pSytrent thereof, am may do and pro:fuuu any ang
all other acts and things which rmy be necessary for the purpose of collecting any
suns which may be due and payable under ther terms of said policies i it being dis-
tinctly urderstood, however, that Trustee shall rot, except at its option, enter into
or maintain any litigation to enforce payment of said polides until it shall have
been guaranteed mlsmification by one or lIDt'e of the benefi,ciari,es of this Agreemmt
of Trust to ita satisfaction against all expenses and liabilities to which it may,
in its judgment, be subjected by any such action. Trustee is autrorized to CMl\,'''Jdse
and adjust claims arising out of the insurance policies, or any of them, upon such
tenns and conditions as it may deem just, and the decision of Trustee shall be bind-
ing and conclusive upon all persons and corporations interested therein.
ARl'ICLE X: /my person, wOO shall have died at the SBIIB time as
Settlor, in a conm:m disaster with Settlor, or under such circtlllStances that it is
difficult or inpossible to determine wro died first, shall be deemed to hsve pre-
deceased Settlor. As between Settlors, sOOuld there be a camon disaster or death
under such ciremstan::es that it is difficult or itqlossible to det~ .m died
first, Cyril D. densen shall be presuMd to'Mve died first.
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m Wl'lNESS \HREOF, C'iIUL D. JENSEN and BESSIE E. .mISEN, each has here-
unto affixed their hands and seals, and CCNB BANK, N .A, has caused this Agreement
of Trust to be signed by its (Vice) Presiclent, attested by its SecretarY and its
seal affixed, all by order of its Board of Directors, and all on the day and year
first above written.
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COO BANK, N.A.. Settlee
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(REV-1S47 EX AFP (08094_fl/ /1/.;1, ,) j
COMMOMWEIl HI Of PEMMSVIVANIA ACN 101
DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX
BUREAU OF TNOIVlOUAI lAMES , APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~~~i~:~~> ~~~~~"~~===m'str m__ OF;~~D~~IO~~_ :ND ASS_~SSMENT FO:L~~:O: :,,~AT;r'~: ~~_~_
DATE OF DEATH 12-23"93 COUNTY CUMBERLAND
['/
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TIlE UFPER PORTION OF TIllS FORM WITH YOUR TAX
PAVMENT TO THE REGIST~R Of WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
PNC BANK
C/O CHARMAINE BELL
PO BOX 308
CAMP HILL PA 17001
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
f~ - - A""u~~,!!~~!.!.~_d = '1
.__ __. I
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
it ilV: i 547 -E if -A j: ii" f 0 ii:94 T" NoT" fer "oF - "iNti Eii f;: AN-o E - T"f. x" lip PR Xis EH"ENr; -A i. l"owA NO E - ciri - 0 - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JENSEN BESSIE FILE NO, 21 94-0178 ACN 101 DATE 12-12-94
TAX RETURN WASI I XI ACCF.PTED AS FILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. Rlol Estetl ISchldulo Al III
2. Stccks and Bends ISchldulo BI 121
3, Clcslly HIld Stock/Plrtnershlp Intlro.t ISchldull CI 131
4. Mortgeges/Notes Rlcllvlble ISchldule 01 141
S, CIsh/Blnk Dlposlts/Mlsc, Per.onal ProPlrty ISchadule El ISI
6, Jointly Ownld ProPlrty ISohodule FI 101
7, Trlnsfers ISchldull GI 171
8. Totel Asuts
,00
,DO
,00
.00
2,020.34
,00
404,830,43
181
406,850.77
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Funeral Exp.nl.,/Ad~. eOits/HiIC. Explns.. (Schedull HJ (9)
10. Dlbts/Hortglge Llabllltles/Lllns ISchldule II 1101
11. Totel Dlduotlons
12. N.t Value of rax Roturn
13, Cherlt.ble/Govern.lnt.l Blquests ISchldule JI
14, Net VolUI of Estete Subjoct to Tex
10,204,85
950.53
1111
1121
1131
1141
1l.1~~.38
395,695.39
.00
395,695.39
If an assellment wal illued previously, linel
reflect figurel that include the total of Ahh
ASSESSMENT OF TAXI
IS, Anoun't of L1no 14 at Spousel rote IlS 1
16, Anount of Llno 14 te.oble et Llnell/C1lss A rltl 1161
17. Anount of Line 14 ta,"ble et Colllterol/Cllss B rato 1171
18. Principal Tax Due
NOTE I
14, IS and/or 1&, 17 and 18 will
returns alsolsed to date.
.00 X ,00,
395,695.39 X ,06,
,00 X ,15,
1181
,00
23,741.72
.00
23,741, '/2
TAX CREDITS I
PAVMENT
DATE
02-23-94
08-16-94
RECEIPT
NUMBER
XA855967
MM912830
-
DISCOUNT I t I
INTEREST I-I
1,184,21
.00
AMOUNT PAID
22,500.00
57,51
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
23,741.72
,00
,00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
.::~ -1'1 - I
IF TOTAL DUE IS LESS THAN n, NO PAYMENl' IS REQUJ,RED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTHUCTIONS.I
RESERVATION I E.tlt.. 0' d,cld,nt. dvlng on or beforl D'c'llbn 12, 1982 -- if any 'uture Interltt In the utah II tran.flrrld
In Po.....lcn or enjoy.ent to Cia., 8 (collat.rul) bene'lolarl,. 0' the dlc.d.nt a,t'r the eMPlratlon 0' any "tatl 'or
IIf, or 'or YUrt, thl COllllonwealth h.r.by IMprlt,h rlterv.. the right to Ippralll and a..... trlln,'.r Inhlrltlnc. TaM"
at the lawful Cia.. a (collateral) rat. on any luch 'utur, Intere.t,
PURPOSE OF
NOTlCEl To 'u14111 thl requlr..ent. 0' Section 2140 0' the Inh,rltlncl IInd Estah hll Act, .ct 2Z 0' 1991. 12 P.S.
S.otlnn 2140,
PAYHENTI Dltaoh the top portion 0' thl. Hotlc, IInd .ublllt with your pay..nt to the Rlgl.t.r 0' Will. printed on the rlv.r., .Idl.
-'Hake chick or .oney order pll1Able tOI REGISTER OF HILLS, AGENT
All paY.lntt r,celvld .hall 'Ir.t be IIppllQd to Any Intlrl.t which ~ay be due wIth any rl.alnalr applied to thl taM.
REFUHD (CR)1 A r.fund of II taM oredlt, which was not requllted on thl Tu Roturn, ~,.y bl r.qullted by cOMpleting an "AppllcIIUon
for R,fund of Penn'Vlvanla InherItance 8M rstnte taM" (REV-13131. Appllclltlons arll tllJallabl. at thlOfflcI
of the Rlgl.tlr of Willi, any of thl 23 Rlv.nu. Ol.trlot Offlcu, or by clIlllnll the ,plclal 24-hour
IIn,wlrlng servlCI nUMblr. for for~s ordlrlnlll In P.nnsytvnnlll l'800-362-~0~O, out'ldl Plnnsylvania and
wHhJn local It8rrltburg 8rll (7171 781-8094, TOO_ (1\1) 712-ZZS2 WearJng Illpalrld Onh)'
OBJECTIONSI Any party In Intlr..t nnt .atl.fl.d wJth the appral....nt, 0110w8nee or dl.a1lowanee of d.dijction., or a......tnt
of tax (Including dl.count or lnt.re.t) a. .hown on thl. Hotlce ~u.t object within .IMtV (60l dbY' of receipt of
thlt Hotlc. by:
-.wrltten prot..t to the PA Dllpartlll.nt of Revenuo, Board of Appul., DEPT, l81021, HarrhburQ, PA 17128-1021, OR
"ollctlon to have the .atter deur"ln.d at audit pf thJl flecount of the per.onal r.pre..ntatlv., OR
--apPt,,1 to the Orphan.' Court.
AOHIH
ISTRATlVE
CORR[CTlOHS,
Faotual .rror. dllcov.r~U on thl. ft.....n.nt 'hould be addr....d In wrltlnll tOI PA nep"rt.ent of Rlv.nu.,
Bureau of lndlvldual TaMOS, ATTIII Po.t A.....".nt RlIvlew Unit, DEPT. Z80601, tlarrl.burg, PA 11128-0601
Phone (717) 787-6505. S.. page 3 of the booklet "tnltl'uctlonl for Inherltlnet Tall R.turn for a Rllld.nt
Olc.dlnt" (REV-ISOl) for an Illplanatlon of ad.lnl.tratlvlly corrllotnbt. error.,
DISCOUHT I
If any taM due 11 paid within three (3) cal.ndar Month. aft.r thl dlo.dlnt'. d.ath, n flv. perclnt (5%) di~count of
the taM paId It allow.d,
INTEREST I
Int.r..t I. eharg.d b'lIlnnlng with flr.t day of dallnquency, or nlnl (9) "onth. and on. (1) day frolll the date 0'
dtath, to the date of plI:i..nt, TaMil which bloflllle dellnqu.nt b.for. Jtlnuary I, 198Z bur lnt.ro.t at the rat. of
.Ix (6:0 perc.nt per IInnUlll oalculatld fit a dailY rflU of ,000164. All t8M" which b.ealle oellnquent on and flitlr
J"nuary 1, 1982 will bear Intlr..t at a rat. which wlllvarv frolll cal.ndar Vlar to calendar yur with that ntl
announe.d by the PA D.parhllnt of Rev.nu.. Thl appl10flble Interllt rat.. fcr 198Z through 1994 artl
~ Int.rut Ra,!,! Olllly Illtere" Faotor Vlar Interllt Rftte D/lllv Inhrltt FlIotor
198' lOi: ,00OS48 198& 10% ,000174
1985 16% ,000438 1981 1)% ,000241
1984 11% ,000101 1988-1991 Il% ,000301
1986 m .00035& 1992 9% ,000241
1993-1994 1% ,00019'
1995 1)% .000241
--Interllt I. oaloul.hd II follow.1
INTEREST . BALANCE or TAX UNPAID X NUMBER or DAYS DELINQUENT X DAILY INTEREST rACTDR
uAny Hotico I..u.d after thl taM b.en... do11nqullnt will refl.ct IIn Int""t o.lculatlon to flftlln (lSI day.
b.yond thl dill. of thl a.......nt, If p'YIII.nt Is "lido tlfter the Inhrut eOlllputatlon date thown on thl
NoUc., additional Int.r..t IIIU" bl clllculat.d,