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RIlV.l1lI43 ftX AFP (1091'.
tOHHOHWUL IH Ol' Pl:IlHSYLYAHIA
DEPARTHEHT Ol' REYEI<<JE
IlJREAU Ol' IHDIYIOUAL mES
DEPT. 210m
UARRlIBlRG, PA 17121.0601
, 1 q . ~ 3.~ . 3
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
C'
FILE NO. 21' (1'1" 711/
ACN 94134122
DATil 08-10-Q4
ESTATE OF DESTEFANO
5.5. NO. 578-28-0785
DATE OF DEATH 05-12-94,
COUNTY CUM8ERLAND
TYPE OF ACCOUNT
8 ~ SAVINGS
tHECKIHCl
TIlIIST
CERTIFICATe
REHIT PAY"ENT AND FDRHS TO,
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
MARY
GLEASON
33 ALTERS RD
CARLISLE
ANGELA M
PA 17013
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F,\R"ERS TRUST COHPANV h.. pra'flld41d the OlpartHnt with tM Infar..t1on Ihtld below wt1lch hn blln ulld In cllculltlng tht
potentlll tlM due. TMlr rlcordl imllelt. that at thl duth of the above dlcldent, you Wlrl /I Joint ownlr/blnef1ohry of thll IOCO\lf1t,
If W'OU f..1 thh Inforlat1on I, Incorreot, pl.... oat.ln wdUen correotlon fro. thl flnanolal Inltltutlan, l\tlch . copy to thh for.
.\J ,..turn It tll tht DDOV' Iddrt.a.' I.lhl' t<lo':v\",l 1, tftl(ltQJ.Q 1/1 .'...oruo,.,c. wi.h U,l' JntwrttfttV.ll TOll l;:~:1 011..101 l..11uo"....'lth Of t'.nn:!ll.'n~,13.
Qulltian, 'I~ be an.wlr.d by call1ng (717) 717.8527.
COHPLETIl PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account Ho, 8"43954 Oat. 06-11-87 To In.ur. prop., crldlt to your /lClcount, two
E.tablhhed (Z) copl.. of thh "ollc. IU.t Iccolpany your
pay.."t to the Rlgllt., of Willi. Hakl chick
plyable tal "Reghter of Willi, A~t..,
Aooount Bolonoo 870 . 96
Poroont To.oblo X 50 . 000
Aoount Subjoct to ro. 435.48
Tox Roto X ,06
Pohntlol Tox Duo 26 . 13
PART TAXPAYER RESPONSE
COI FAILURI TO RISPO~D WILL RISULT IN AN OPPICIAL TAX ASSIS8HIlHT BA81lD ON THI8 NOTICI l
,
A. f71 The abo'<ll Infor..tlon and tu dUI h correct.
U 1. You IIY chao.. to rult p.y..nt to the Righter of Willi, with tNO copl.. of thh notlcl to obtain
. dllcount or avoid Intlreet, or you IIY check bo~ "A" and rlturn thl. notlcl to thl R,gleter of
Willi and en official ........,t wHl be .\..uld by thl PA Dlpertlent of Revlnue.
JJ
NOTEI If tlM PIVHntl arl ,tdt within thr.e
ll) lonthe of thl dlcedlnt'. dlt. of dllth,
you IIY deduct u 5X dt.count of thl tlM due.
Any 1""'lrltllMI tlM due will bleo.. dlllnqutnt
nine (9) lonth. altar thl dltl of death,
[CHECK ]
ONE
SLOCK
ONLY
ft. 0 Thl aboll' lII..t hat b.en or will bl r.portld end tile paid with t~ Pltvllylllenla l"herlhncl TaM return
to bl fllld by thl decld.~tll rlpr...ntI1Ivl,
C, [J Thl abovI Infor..tlon l,~ncorrlct and/o~lbt. and dlductlon. wlr. plld hy YOU,
You IUlt co~lltl PART ~ and/or PAPT L.:J bllow.
If you indicat. I difflrlnt taK ratl, pili'. .tltl your
rolotlonlhlp to dooldont.
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX RETURN 0 COHPUIAUON OF "AX ON JU1NUTRUSl
LINE 1. Doto Eltoblhhod 1
2. Aooount allanc. 2
3. Poroont To.oblo 3 X
4. Anount Subjoot to To. 4
5. Oobh ond Doduotlonl ,~
6. Aoount Toxoblo 6
7. To. Roto 7 K
a. To. Duo a
PART
~
DATE PAID
~
AC(;uUN1$ PAD
,1
2
3
4
5
6_
7
8
~~BTS AND DEDUCTIONS CLAIHED
--:
~
PAYEE
DESCRIPTION
AMOUNT PAID,
E
TOTAL IEntor on Llno 5 of
To. co""uhtion I
I
.
~~_.-
Undlr plnllt!.. of ~Irjury, 1 dicier. th.t the flctl I hlVI reported abOYI .r. tru., corr.at and
oo""loto to tho boot of .y knowlodgo .nd boll.f. ~OME ('.'/,') ,'/ ( ,:: ' ,jJ
, /U)'1pA':i.R~' C.S'X"G /,Ir' ~'R~'E' '( ,.! I, ,,'... WORK ( )
~ rE ~ U TELEPHONE NUMBER
,'..)-( /, . ~
, , ,
bAT~ "
,/1,/
GENERAL INFORMATION
1. fAILURE TO RElI'ONII WILL RESULT IN AN OFfICIAL TAM ASSESSHENT with opplloolllo Into,o't bo,od on Inforutlon
_Iltod by tho f1nonolol In,tltutlon.
II Inherit..... tlM beG"'l dlUnquent nine IMnth. Iftlr the decedent', d8t. of dlMth.
S. , Joint HOCKl'lt II tulbll "'In though the cMcl~t'. OWl WI' Iddtd II . ..tter of conventtnel.
4. Acooun" Uncludlne tho,e held HtWMn hulblnd .-.d wU,) which the HcecMnt put In Joint n.... within OM v,.r prior to
deeth ara fullv 'INIbII e. tran,f.,..
S. AOClounh IItllbllltMd Jolntlv betVHn hulblM Md wifl lOr. thin 001 yur prior to dHth Irl not tlM"lbll,
6. Aooount. held bV . deoedlnt "In tru.t for" another or other. ar. taxlbll fullY,
REPORTING INSTRUCTIONS - PART 1
. TAXPAYER RESPONSE
1. ILOCJ( A ~ If the infor..Uon tnd ClaputlUon In the noUee art correct Ind deduction. ara not ~ing allhted, placl In "X"
In blook "A" of Pert 1 of t'" "hllpIVIr R..pon.... IlCItlon. Sign two cop II' II'ld ..1\ thM with your chKtc; for the MOUnt of
tax to the Regl.tar 0' Will. of tha county Indicated. The Dtp.rt-.nt 0' RIVenul will I.sue In o"lolel ..I....lnt
(For. REV-U48 EX) upon rtcllpt of thl Altur" frol the R-ahtlr of Willa,
Z. BLOCK I . If \M ....t ,peolfied on thh notlcI htl bien or will be rlPOrtld and tllC plld with tha P..",.vlv."I. Inh,rhlnefl
Tax R_turn filed bv thl dlCldtnt'l repr...nt,UvI, PIICI 111 "X" In block "B" of Part 1 of thl "lIKPlY" Ruponll" ltotton. SiAn or..
COPV and return to the PA Dtplrt-.nt uf Re~enut, BurelU of Individual T.~e., o.pt Z10601, ~rrilbur8, PA 171Za~0601 in the
-nvelope provided.
... "LOCK C ~ If th4 ""tI.;t 1(llor.GtI:.~ 1: ,\r.~;lrr.ot end/nr d.~ctlon. 'lrl IJllng ohlNd, cMcil lilll'::" "C" r.r:cJ co.pht8 Part. l ..td 3
IOClordlfloil to thl In.truotlon. b.low, Sign two coplu II'ld subtllt thell with your ch"ck for tM IIIK)U1t of t'l( PIYlbl1 to the Aqhtlr
of Willi of the COWlty Indlclted. The PA o.plrtHnt of RIV.nul will luue ern officlll Il.......nt (For. REY~1541 EX) upon recllpt
of thtl nturn frOll th41 Righter of Willi,
TAX RETURN - PART 2 - TAX COMPUTATION
L1HE
1. Enter thl detl thl ItOC/lUnt origln.lh Wit utllblhhed or titled In thl IlMIr uhtlnQ at dlte of death,
NOTE I For. dec~t dying Iftlr 12/12/&21 Aocount. Mhlch the dIe.dlnt put In joint ne.t. within ant (I) y..r of d.lth .r.
hMlbl1 fully.. trlnsfer'. Howey." thin II WI Ixcluslon not to IMelld 13,000 per trlnlf"e. "Iglrdl..s 0' the v.lua of
thllOCOU'1t or the ~r of ICc~tt held,
If a doubl1 ..t.rllk (MM) apptlrl beforl your flr.t n... In the addrls, portion of thl. notte., the 15,000 'Malu,lon
.Iready his ~ ritduotld fro. thl acoount bllanol 81 rlPOrtld by the flnancl.l In.titutlon.
2. Enter the totll bll..w:. of thl ICCOU"It InolucUng int.,ltt acoruld to the dlt. of dt.th.
S. ThI ~rclnt of the acCCK.W\t thlt h tlllabl. for IIch Jurvlvor It deterllnld II fol1owll
A. The ptrcIf'lt taxabll for Joint ....h uteblhhtd lOr. thWl ant ytar prior to th. deoldlnt'l de.tht
1 OlilDED IY TOTAL HUHIER Of'
JOIHT OWMERS
EIf..,lll A joint ....t r'llst.rld
DIYlnED IY TOTAL HUHIER Ol' X 100 0 Pl:AtEHT TAXABLE
S~VIYIHCI JOIHT lHIHEAS
In tM n.... of tM dectdlnt end two other pe,.onl.
I DIYIDED IY S (JOIHT OWMERS) OIVIDED IY 2 (S~YIVOAS) . ,167 X 100 . 16,7X (TAXAILE FOR EAtH SURVIYOR)
I, ~ Plrclnt t.M~11 far ".It. ore.tad within one YI.r of the dectdtnt'. dllth or account. owned bv the dlcldtnt but held
in tru.t for InCItMr Indlvldul1C.J (tru.t ~flollrl")l
1 DIYIDED IY TOTAL IRJHftEA Ol' SlMlVlYIHO JOIHT
OWMERS OR TAlJST IEHEFltlAAIES
X 100 . PEAtEHT TAXAILE
EIf..,111 Joint .f-count rl.lltlrld In the nae. of the dlctdtnt and tNO other per.onl and I.tablllhld wlthln ant y..r of dt.th by
thl decedent.
1 DlilDED IV 2 (S~YIYllf<S) . .50 X 100 0 SOX (TAKAILE FOR EAtH SlMlVlYORl
~, TM MOunt '1ttbJtrt t[\ t,v. nine 4' \. dettrf,lntld tly llultlr'ltvtng thl l'lceount b"hnc" (Un. 2) bY the Plrelnt talClbl. (11M 3).
5. Ent.r the tot.l of the ~t. Ind ct.duottonl lI,tad In Part 5.
6. ThllNMKIlt tlKlbta (line 6) II d41t".lntd by subtraotlng thl dlbtl and d.ductlan. UI", 5) frOll thl a.ount lubjlOt to tlM (IInl 4).
1. Entlr thl IPPropriltl tllC rftt. (1In. 7) II dltlr.l~ bllow.
A. Tt.".f." to IIn"l cMICtndMh Inoludlnl fDthtr, lather, hu.band, "If., ton, dlUtht.r, granckhl1dren, .on~ In-law,
d.ughtlr-ln~llW, .tepchl1d and thalr i..uI ere talClbl. at Ill< perolnt (6X>.
I. Tran.lt" to aU other's Including brother, .lIter, unoll, amt, nephlw and nl.el 1''' tllllbl, at flftlen percent (15l0.
C. If you chantl the t'M ret., pl.... .peolfV your rllationshlp to the dectdtnt In the It.. provided,
a. TlM.-aunt of tl)C due Cline I) It dlt"llnttd b" Il'Ult1plylfflol tM IlIOUMt tuabl1 (lint 6) bv the tllC rill Ulne 7),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Al104fable chbh and d.ductionl a,. dlt".lnld 81 followll
A. You legallY ar. rllPonllbl1 for PIYHnt, or thl utatl lubject to adIllnhtratlon by . personll rtprtuntltlv. It Inluffloilnt
to PlY the ~tlbl1 It...,
I. You totuIUy paid the dMitt .fhr dl.th of the decedent end oWl furnhh proof of paYMnt.
C. ORh bllng ol.httd IUlt bl Itl.lud fullY In Part J. If additional SplOI II needed, Uti ph In PlPlr a 1/2" Ie 11". Proof of
p.yeent ..y bl reque.t.d bv the PA Otplrt-.nt of RIVtnUl,
.,...
, TAXPAYER ASSISTANCE ",' ,",' "".,.' '..".., .','."',.. ,""
,'.. ',., "..,." IP,YOU NEED FURTHER 'lNFORHATlONOR ASSISTANCE, CONTACT ANY'"
" ,RE9ISTEROF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFtCE
OR CALL THE BUREAU OF INDIVIDUAL, TAXES; TAXPAVER INQUIRY UNIT IN
HARR'lSIIURO AT (717) 78708327. , ',;,
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PURPOIIi Ol'
NOTICE,
To fulfill tho roqulr_tl of SoGUon Z1~O of tho Inherlt"'" ond E"t"'" TI. Aot, I,t 21 of 1991. III P...
Sootll," Z1~Ol.
PAYHEHT,
Deteoh the top porUon of thh HoUct Md ._It with your PIYMl1t to the Regilt" of Nl1l1 printed on the
r.y.rH .Ide.
n .... ChICk or ItOl'MljI order pIyltll. tal REGISTER OF WILLS, AGENT.
All POYMntl recelYed IMll flrlt be applied to MY Interllt which ny bl dl.M, with InV rlA.neIlIr epplled to the tlX.
REFUHO ItAl,
A rlfood 0' . tllC orldlt, which .,11 not reque.tld on the tl. tlturn, ..v bl r.qullted by capl,U", In "ApfllIOIUon
for AlflRt 0' PIMIYlvln11 InherltlnClI end E.tltl TIM" (Iffy-nUL Appllc.tion. I" IVlIlebl1 at thl OfficI of
the Alfhtlr 0' Wllh, any of th. U RlvlfIUe Dhtrlot OfficII or by clUing the 1PM111 Z4-hour Inlltlr!ng ..,vlcl
nuMtrl 'or for., orderlngl In Pam.ylvanil lMaOO-SU-Z050, out,lde PlfYllvlvlnta end within lonl
HerrllbUr, .r.. (717) 717-8094, TDO' (717) 772.2252 (HelrSng Ilpllred Only),
OBJECTlONSI Any party In Intlrtlt not ..th,11d with the IPPrtheeent, aUowlOCI or tJl..UOWIInCI uf deduction, or .....lMI'It
of till (Includlna uhcOI.I\t or Intlrnt) II shown on thh MoUa. HW obJaot within tidy (60) dlYI of rlulpt of
thh NotlCI bYI
"wrlttln prot"t to the PA DtpartHnt of RIVenut, loard of Appe.lI, Dept. 28102L Hlrrllburg, PA 17UI-1021, 0"
--lllOtlng to helle the ..\tar cStteralned .t tM IIOdIt of the eGf:ount of the perlonel r~r..."t.t1ve, OR
ulPptll to the Orph.,ul Court
ADHIH-
ISIRmYE
tOAllEtTlOHS,
Fec1uel errors dltoover~ on thh ........"t Ihould be /lddr...ed In writing tOI P4 DtplrtHnt 0' Revenue,
IkAruu of JncUvlclutl Tax.., ATTHI po.t ....I....,t hill... Unit, DEPT. 280601, Hlrrllburll, PA 17128-0601
Phone (717) 717-6505, s.. Pili] of the boc*let "In.truotlon. for JnhtrltlnO. TIll Return 'or I Auldent
DecMMnt" (AEY-150lJ for., IXP11n1t1on 0' .inlltr.tlvllv corrlOtBbll error..
DII(OUlT.
If MV till due II p.ld wHI".ln tnr" (5) callndar IlOf'Ith. .ftar the deoldtnt'. duth, I flvl percent (5:0
dllcOlMlt of the till plid 11 IUowtd.
IHTEREST.
Jnt"ut Is. chtrRld bqlmlng with first titv of Dtll~v, or nlnt (,) ItOnthl Ind one (1) dev
frOll the d.tl of de.th, to the Glte of PIYHnt. TIIlI. which bee.. dtllnquwtt tMfore J.-.ullrv 1, l'U
Ntr intsrllt et the ret. 0' 1111 (6;() ptrClnt Plr ~ cIlcullted at I dlllv rats of .0001....
All tlllU which bM... delinquent on or Iftar JlnUlrv 1, 1.82 will bur Int.rut It I rat. which will very frOll
cllender Vllr to c.ltndlr Yler with that ratl WW'IOOOCId bv tM PA o.pert.."t of RIVIMJI. The eppllcBbl1
Interl.t rlt.. for 1982 through 1994 Irll
'lilt Inhrllt RIrItl D.l111 Interl.t Fector XW' lnt.r..t Rltl DIIlv lnterl.t FlCtor
1982 lOX .000S41 1916 lOX .000Zl~
1915 IU .OOOUI 1917 9X ,0001~7
191~ IU ,ooom 191.1-1991 lIX ,000501
1911 I3X ,00OSS6 1991 9X ,00OZ~1
199H994 IX ,000191
~-Interllt I. celculltld .1 follON'1
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY IHTERElT FACTOR
--Anv HotlCI luUld eftlr the till b1c0ltl1 delinquent will rtfllOt ." Int"ut celculltlon to ,1ft.." (15) dlV'
beYond the d.t. of tM ......eont. 11 PIVHf1t II AdI ,ft.r the Intarllt COIIpIJtltlon dat, .hcMm on the
Hotlu, addltlonsl Int"ut IllJlt be cllcul.ttd.