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", , " <0 " !:' ,"" I .,' ,,' ,I' .. ,,' ,. " .... o M, .; LLI " .1 1,1', '" ., ~ '" eN ? (J .1.-', It' \ },,\j' fii~,' ,.,~ ' , .' '. . "0' Z , '" ,I " " ,\: " ;'/' ,'II I',;' " '" ,,[,' " 'j' ,," ' , ",' <0. '.,' " '.',' ," " , , .,: " ". , ,': "", '.' " (",'}! l;,~,i!'~",'; '_', "I' '. ;..;J,',ir,' '. .1 fll, I',;, .. " .., Itll 'I; L ',' J. ,.",' :1' .,' ., , ". ',J' ,1,-, " I, ....(_ "'" " ': ., " ,III ,,,. ,. j If ., ,) '; I;J c. RIVo1543 IX AFP (10911. totMOHWEAl lH Or PENNSYLVAHIA DEPARlHEHI Of REVEHIIE IUREAU OF IHDIVIDUAl TAKES DEPT. /IOAOl UARAlSlURQ, PA 171U-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE NO. 21 ..'I'I <\(;8 94113261 04-14-94 TYPE OF ACCOUNT R ~ ~AVINOS CHECK!NO TRUST CERTIFICATE REHIT PAYHEHT AHO FORHS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 FILE ACN DATE ESTATE OF OAKLEY S,S, NO, 209-12-5854 DATE OF DEATH 01-2~-94 COUNTY CUM8ERLAND ERMA KERR 1272 W TRINDLE MECHANICS BURG SHIRLEY B RD PA 17055 DAUPHIN DEPOSIT BK . T h.. provld.d the V,plrt...nt with the Inforutlon 1 hhd below which hu bun uud In calculating thl pottntl.l "IC dUll Thlir r.earth Indlcet. thllt It the duth of thl abov, dle.d.nt, you wer. .. Joint aMn.r/blneHolary of thl. Icecun\' If you fnl thh Inforutlon h Incorr.ct, ph... obtain wrlthn corrlCtlon fro. thl flnllncllll lnllltullon, attach I COPy to thl. for. Ind return It to thtl .bov, .ddr.... Thlt Itccooot I. taMabl, In .coordan". with thl 1nhtrlhnc. Tell la", of the Couonwllllth of P.nnsYlvonia. Qu..tlons -'1 b. an,w.red by oll11nt Mall 11-'-6)((. COMPLET! PART 1 B!~ . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Aooount Ho, 491610213't Dill 09-04-74 Elhbllohld Account B.llncl Perclnt Tlxlbll AMount Subjlot 10 TI. TI. Rlt. Potlnltll TI. OUI 1,778,09 50,000 889,05 ,06 53.34 TAXPAYER RESPONSE D WILL RISULT IN AN OFFICIAL TAX ASSISSMENT BASID ON THIS NOTICI To In,ur. proper cr.dlt to your account, two (Z) cop I" 0' thl. notl08 lIlu.t acco.pany your pay..nt to the Rtghtlr of Willi. Hak. chtck pnyablQ tOl "Rtglster of 1411111, Aglnt", x x HOTEl If talC pay..nt. tlf'l iliad. within thr.. (31 lonths of th. dlcldent'. data of dl.th, you lilY dtduct a 5% dlttaunt of thl tllC dUI. "'ny Inh.rlhnc. talC due will b.eo.. dellnqulnt nlnl f91 lonths altAr thl date of d..th, PART II] [CHECK ] ONE BLOCK ONLY .... Thl above Infor.aUon and tft'le due I. corrlct. 1. You illY choc.. to r..1t pay..nt tl) thl R.ul.ter of Willi, with two (opl.. of thlt notlcl to obhln I dl.oount or avoid Intlrl.t, or YOU gay chick bOlC ....... and r.turn thlt notlcl to thl R.gletlr of Wille and an offlolal I.......n\ will bl 1.luld by thl PA nlpart.lnt of Rlvanul. a, 0 Thl abov. ....t hat btln or will bl rlported and talC paid with thl Plnneylyanla Inhlrltanc. TalC rlturn to bl filld by th. dlc.d.nt', r.prl..ntltlvl. C. 0 Thl above lnforlllUon I~ncorr.ct and/or dlbtt and d.ductlont w.r. paid by YOU. You IU.t cOMpll" PART L!J nnd/or PART [!] balow. PART If you indiclte I difflrent tax rat., pl.... .tat. your OFFICIAL USE ONLY o AAF ~ rlllttonlhlp to dlOldlnt, PA DEPARTMENT OF REVENUE TAX RETURN C:lI1rUTATION OF TAX ON JOINT 'TRWIT ~CCOUNTS PAil LIHE I, Oltl Eltlblllhld 1 1 2, Account Bahnce 2 2 3, Plrclnt Taxable 3 X 3 4, Aoount SubJlot to TI. 4 4 5, Olbtl Ind Olduotlon. 5 5 b, AMount ro,"blo 6 6 7, T.. Rlt. 7 K 7 M e, TI)( Due e 8_ PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID J F TOTAL lEnto" 010 L1nl 5 of ro. COMpulltlonl , Undlr plnllttll of plrjury, I dlollrl thlt thl flotl I lltl to th..b oJ o~ MY knowlldgl Ind blltlf. ,:. '') tf'~11 hive rlPortld abave are truI, cot'r.ct and ~OME ((\UTL2J.~L~_~(i(1 ,r; WORK ( ) TELEPHONE NUMBER OENERAL INFORMATION 1. FAILURE TO RESPONO WILL RESULT IN AN OFFICIAL TAX ASSES~HENT with ""pllcoblo Into,..t bo..d on Inlo,oollon ,ub.ltt.d by th. fJnanoltl InltltutlOll. t. Inhtrlt~. 11M bleo... dellnqulnt nln. lonthl Ift.r th, dlCldtntls del, of delth. 1. A joint account I' tlMlbl1 IYln tho~h th. dleldtnt" n'" wat IGd,d al a .~tt.r of cony,nl.nel. 4. Account. (Including tho.. held bttwI'" hu.band and wi'.) which the dlc.dtnt put In joint n.... within on, Yltr prior to dulh ar. fully tlM,tlh .. 1,,,lIf.r.. 5. Account. .11'bll,hld Jolntlv bttwI.n hUlulnd .nd wlf. lor. thin on. y..r prior to dt,lh ar. not tlMlbl., 6. Aocountl held by . dlcldlnt "'n trult for" nnothlt or olht" ar. 'llIIbl, fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE I. BLOCK A - If the Infor..tlon and co.put,tlon In th, "ollt. ar. corr.et and dtduotlonl Ir. not btlng alal.ad, pllCI In "~" In bloolt "A" 0' Pnt I of thl "Tr:lePIYllr RIIPonll" lIotlon. Sian two cOl'>IQI Ind lub.1t th.. with your chick for thl IIOunt of tlM to thl Rlalltn of Will. of thl county Indicated, Th. DIPart..nt of RtWlnua will IIIUII an off10ial ..".....nt (For. ~EY"I~46 EK) upon racalpt of the A.turn froa tha Aaal.ter of Willi. 2, ILOCK I - If the a..at ,plolfhd 011 thh notlca has ba.n or will bl rtportad and taM peld with thl Pann.~lvanla Inharltanca TIM Aaturn fll.d by tha dacld.nt'l rlpr...ntntlva, plac. an "X" In block "ft" of Part 1 of the "lalCPIyar A..ponu" I.ctlon. Slan ana copy and r.turn to thl PA Dlpertllnt of Alvlnul, BureflU of Individual TaMil, elpt 280601, Ilarrhburg, PA 17128-0601 In thl .nvalop. ~rovld.d. 1. IlOCK C " If the noticl InforllUon It Incorr.ct and/or d.duotlon. art bat"g olalnd, check block "C" and coaplata Part. Z and 1 fl~.I(lrrllF1t' to tho I"~~r"otl~"r b.lo", t1gr. t\:~ cordt.Ll ~".:l ...halt t:\oIlI ..Iu. :.vur 01...,,10. fur tnl tllluunt of ttllt pa.,aoll to 111a relghtlr of Wills of thl county Indlcot.d. Tha PA Olpart..nt of R.VlnUI will IlIu, en oHlohl a.......nt (FtJr. AEY"1548 EX) UpOl' rle.lpt of the raturn fro. tha Alphtlr of Willi. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Entar NOTEI the dstl the account ~rlglnolly wa. 'Itab11lhld or tltlld In tha aannlr IKlltlna at dati of dlath. For a dlcldlnt dying aftlr IUIZ/821 Accounts which tha dlcldlnt put In Joint nea.. within ani (I) ynr of dlbth era t.nbll fulh III tran.f.". ttOWIVIr, therG Is an IKolullon not to 'Hcnd H,OOO fler trenlhreo r.garulnl of th.. vl!l1u. of the "ecount or thl nuablr 0# aecountl hald. If e double ,.Itlrhk (1111) appurl btfora your fl"t nUl In thl addr... portlon of thh notlcl, the n,ooo uolullon elready hll b..n dlductld fro. thl Iccount balanc. nl rlPort.d by tha financial Inltltutlon. 2. Entar the tohl ballnca of thl Iccount lnoludlnll Intarnt accru.d to the data of d.ath. 1. Th. per'clllt of thl 'Doount that 11 teKabh for 18eh lurvlvor 11 dlt.rlln.d al folloWl1 A. Th. plrcant taKabl1 for lolnt a'l.t. Iltabll.hld .or. then ona y..r prior to the dlr..d~nt.1 d.athl I OIYIDED IV TOTAl NUHBER OF JOINT OWNERS EM..pllll A joint a...t ragllttrtd O!YIOED BY TOTAL NUHIER OF K 100 . PERCEIH TAXABLE SURYIVING JOINT OWNERS In th. naa. of th. decld.nt and two othtr plrlon.. I OIVIO€O IV 3 (JOINT OInttRS) OIVIDEO IV 2 (SURVIVORS) . .167 X 100 . 16.71: (TAXA~lE FOR EACH SUAYIYOR) a. Thl plrelnt taKlble for al..t. or.atld within on" ~.ar of the dac.d.nt'l dlath or nceountl own.d by the dleedlnt but h.ld In tru.t for ano'h.r IndlvlduaJ(,) (trult bln.flehrln)I 1 DIYIDED IV TOTAL HUMBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES X 100 . PERCENT TAXABLE EMa~IRl Joint aocount r.glltarad In th. naa. of thl d.Cldlnt and tHO othlr p.r.onl and Iltabllshed within on. 'lIar of daath by th.. dloldlnt. I DIYIDED IV 2 (SUAY!YORS) . .50 X 100 . 50% (TAXABLE FOR EACtl SURVIYOR) 4. Thl a.ount lubjart to taK (lln. 4) II dlterlln.d by lultlplYlng th. Mcount bahncI (1In. II b~ the plrclnt tUrlbl. (lIno 1), 5. Ent.r thl totrll of thl dlbtl and d.d~tlon. Illt.d In Part 1. 6. Ina alount \lMnble 11In. 61 II d.'araln.d by IUbtractlng the dlbt. and daductlonl (1lnl S) frol the alount lubj.ot to taM (1ln. 4). 7. Ent.r thl appropriate taK rat. (line 7) a. d.t.ralnld bllow. ... Trims"" to Iln.al dllc.ndDntt Inc ludlng father, tlother, hu.t'land, wlf., Ion, daughter, grandch lldrln, lon-In" IIw, daughtar-In"law, 'tlPchlld and th.ir luu. art hMlbl. lit .Ile Plrca"t (6%1. B. Tranl'.rl to all othlrl Inoludlng broth.r, Illtlr, uncia, aunt, nlphew and nllcl arl taleabl. Dt flft.an perc.nt (15%), C. If you changl thl tlM rata, plla.a ,p.olfy your rllatlonlhlp to the dec.dlnt In the ar.a provldld. I. Thl nount of tu du. (lln. S) II dlhr.lnld by aUltlplylng thl UOUflt hlllObl1 Oln. 6) by the taM rate (11nl 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabll dlbh and d.duotlonl arl dltertln.d .. follow" A. 'Iou IlgallY art ra.pon,lbl. for pfly.,nt, or tho 'Itrlte .ubjlct to ~d.lnlltratlon by I plrlonal r.prlllntatlve I. Inlufflclent to PlY th. d.ductlbll It.... I. 'Iou .ctuIUy Plld thl :llbts aft.r duth of thl dteldent and con furnish proof of paY'lnt. C. Dlbts b.lng chil1ld IUlt be It..h.d fully In rllrt 1. If aadlt10nal ~pacI II n..d.d, UII pl.ln flrlpar 8 112" lC 11", Proof of pay.ant _ay bl r.qul.tld b~ thl PA Olpart..nt of R.v.nu.. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANr.E, CONTACT ANV REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327, ,;--1 (',1 (.. !i :) (.10 PURPose Of' NOTICE. To 'ulflll t~ rlqUlr..ent. 0' S.otlon 2140 0' the Inhlrltanol end E.tltl Te~ Aot, Act 22 0' 19'1, (72 P,', Soatlon II~O), PAYHENT, O.ttch the tOP portion 0' this Hotlce end lubtllt with vour Ply..nt to the Righter 0' WUlI printed on the rever.. dde, -- Hike check or lOOey ordlr peylbll tOI REGISTEA OF WILLS. AGENT. All Plv..n.. recllved Ihall 'Ir.t b. lpplltd to ."y Interut whlth IIV be dw, '11th any rlllllndlr epPUld to the tI~. REFUND (eA) l A re'!IId of a tlX credit, wnleh Wtll not requllt.d on tht hue return, IIY ba r.qu.lted by c~lltlng an "AppllcIUon for Rtfund 0' PtMlYlvenl, Inhtrltance nnd EI'I" TIIK" (REV-13UL Applleltlonl arl avallabll e' 'h. Office 0' ,he R.gl.t.r 0' Will., eny c, the 25 Rlv.nul Ol.trlct O'flcl' or by calling 'hi 'Plelal 24-hour .".werlno ..rvlol ou.blr. 'or 'or.. ord.rlngl In P.nn'vlvenll 1-800-362-2050, out,ld. Plnn.vlvanle and within 10cIl Herri.burg arl. (117) 181-8094, TOO. (717) 772-2252 (H.erlng lapelrld Only), OBJECTlONSl Anv PIt'V In Inter..t not ..tlsfl.d with thl ftPpralt..lnt, .llowtnCle or dl..Uowanel of dlductlcn' or n.......nt of ta~ (Including dl.count or Jnter..t) II .hown on this Hotlol .av cbjlct wl'hln .Ik'y (60) rlays of recllpt 0' thlt Notice bYI ."wrlttln protist to thl PA Oepart.en' of Rlvlnu., Board of APPlll', DIP\' 281021, Hardsburg, PA 17128-1021, OR -.'lIctlng to hlVI 'hi ..tter n.t.r.ln.d at thl audit 0' the account of thl ptrsonal rlprulntatlv., OR --app..1 to thl Orphln,' Court AONIN- ISTRA1IYE CORRECTIONS . factual errorl d1tccvlred on thlt ......lIOMt .hould b. .ddr....d In writing tOI PA O.p.rt..nt 0' Aav.nu., Bur.au 0' Individual Ta~'" ATTNI po.t AS"I...nt Rlvllw Unit, DEPT. 280601, Harrllburg, PA 1712'-0601 Phont (117) 787-650S. SH p-a' ] of the booklet "In.truotion, for Inherltanc. TalC R,turn far I Ruldent D.o~t" (REV~1501) for on IlCpl.netlon of adllnl.trltlvlly eorreQtlbl. .rror.. DISCOlllT. l' tOy tllC due t. paid ~Ithln thr.e (]) ell.ndar aonthl .,t.r thl dlcldlnt'. d'lth, a flv. p.rc,"t (SX) discount of the tl~ Plld I. allowed, INTEREST. Int.r.st Is charg.d b.glnnlng with first day of dellnqu.ncy, or nine (9) .onth. and on. (I) dlv 'rol thl dlt. of dlftth, to the d.tl of PIY'lnt. TaKI. which b.c..e d.llnqu.nt b.for. Janulry 1, 19'2 be.r Int.r..t It thl rlt. of .IM (6%) p.re.nt p.r ennui Clleul.t.d .t . dally r.t. cf ,000164. All tllC" which b,c... dlllnquent on or aft" Janutry I, 1912 '1111 bltr Interllt lit a ret. which will vary fro' ell.ndlr Ylar to e.l.ndar y..r with th.t rat. .nnaunc.d by thl PA Olplrt'ant of R4V'nu., Th. appliCable lntlr..t r,tl' for 19&2 through 1994 .r'l 'tw \Jl1W.Ll..llA1I D.lIy Intlrut FAa tor 'tw lnt.rut Al!lt. bUY Intlrut Fle'or 1911 lOX ,000541 19S6 lOX ,ooom 1911 1U ,000451 1917 9X ,OOOl4Y 19" I1X .000]01 1911.1991 m .000lO! 1985 m ,000556 1991 9X ,000147 1993-1994 IX ,000192 - .lntlrtlt I. alleulated a. followll INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Nath. hluld .ftlr tIM tal( b.e"... Hl1nqutnt will rtfleat 1M Int".st cII:lulltlon to fllt..n (IS) d.v' blvund the date of thl ........nt. If Plv..nt 11 ,.d. .ft" thfl Intlrtl' eOllPutltlon d.tl shown on thl Hotlee, tddltlonll Intlr..t ltU.t b, ellculated.