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HomeMy WebLinkAbout94-00751 "2 "7, f~ '-' . RE~-'lS43 EX AFP ll-911 * COtMONWUl HI Of PfNHSYlVANIA Of:PARIHEHT OF R[\.'{NU[ BUREAU Of INDIVIDUAL TAkES OCPI. ZID6QI ItARRISBURG, PA 11121-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. ACN DATE Z1- r'l~ 94111198 04-1Z-94 TYPE OF ACCOUNT A ~ SAVINGS CHECKING TRUST CERTlFICAH 76"1 ESTATE OF CLARK 5.5. NO. 199-05-8798 DATE OF DEATII 01-0Z-94 COUNTY CUMBERLAND SARAH CDNRAD ..JOAN C 60 DREXEL PLACE NEW CUMBERLAND PA 17070 REHIT PAYHENT AND FDRHS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HARRIS SAVINGS BANI( h.. pravld.d the D.part..nt with the Infor.atlon listed b.low which h.. b..n u..d In ulculetlng the potantlal taM due. Their record. Indlc.t. th.t .t the d..th of the abov. d.cedent, you w.r. . Joint owner/b.n.'lclary a' thl. .ccount. If you 'HI this In'arntlon Is Incorrect, pi.... obt.ln written correction 'roe the financial In.tltutlon, att.ch . copy to thh 'or. II""d ,.o~urn It to .... DthI"".. adt'...... T~" IlCf:ft\.n' h h,.~I. I" IlccordlOflCe with 'he '''....rlh~c. Tn L.". ,., ttw. (fllMIOI*aelth of Partn_'l'h,,,,,I.. ~w..tl~,. ~~ ~. ~c.cr~~ =~ c~l~ln. t7~7' 71~.el~1. COHPLETE PART 1 BELOW . Account No. 07-60-001554 . . SEE REVERSE SIDE FOR Doh 01-Z3-93 E.t.blhh.d FILING AND PAYMENT INSTRUCTIONS Account a.lanc. 6,039.08 P.rc.nt T.xabl. )( 100 . 00 Aoount Subjoct to TOM 6.039.08 r.x R.t. )( .15 Pohntlol To. Duo 905.86 PART TAXPAYER RESPONSE COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE I A. S'Th. abov. In'or.atlan and t.1l due .. cart.ct. 1. Vou .ay choo.a to r..lt pay.."t to the Ragl.tar a' Will., with two copla. a' thl. notlc. to obtain a dl.count or avoid Intara.t, or you .ay ch.ck box "A" and r.turn thl. notlc. to the R.gl.t.r 0' Will. ftnd an o"lclal ........nt will bo I..u.d by the PA Dep.~ta~t of Revenu.. To In.ure proper credit to your account, two en copl.. 0' this notlc. .u.t acca~..,y your pey..nt to the R.ghht 0' Wllh. H.. check paYable tal ""R.ghtar of NUll, Agent". NDTEI If tax p.ya."t. ar. aeet. wUhln thr.. e51 .unth. 0' the d.cadent'. det. 0' d..th, YOU aay d.duct a 5Z dl.count 0' the t.M du.. Any Inh.rltanc. tax due will beco.. d.llnqu.nt nln. (9) .onthl .,ter the d.ta 0' d.ath. [CHECK ] ONE BLOCK ONLY I. 0 Th. aboya ....t hu b.en a~ will b. reported and tex pllld with the PIlfY'l.ylv....l. Inh.rltance YaM return to b. ,Il.d by the d.c.d.nt'. rapr..antlltlve. C. 0 Th. .bov. Infor..tlon Ik-\ncarrect end/o~.bh and d.duction. w.r. pa!~ by you. Vau IN.t co.pl.t. PAAT l!.J and/o~ PART l!..J balaw. ; " If you indlcat. . dlff.r.nt t.K r.t., pl.... .t.t. your ralationshlp to decad.ntl OFFICIAL USE ONLY 0 AAF PA DEPARTHENT OF REVENUE PART ~ TAX RETURN - r.nHI'UTATXON LINE 1. Oat. E.t.bll.hed 2. Account B.lanc. 3. Percant Tax.bl. 4. Anount SUbjeot to T.K 5. Debt. and Deduotion. 6. Anount T.x.bla 7. TaK R.t. 8. raK Due TAX ON JOINT/TRUST ACCOUNTS PART [!] DATE DEBTS AND DEDUCTIONS PAD 1 2 3 4 5 6 7 8 CLAIMED OF 1 2 S 4 5 & 7 X 8 X PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Ent.r on Lln. 5 of TaK Conput.tlonJ I . Undar p.nalti.. of perjury, I d.cl.r. th.t the f.ct. I cOftPlet. to the b..t of .y knowl.dg. .nd balief. 1/1 TA~;2;~R~i:~;T~~~ ,,( hay. reported above .ra tru., corr.ct HOME ( 1//) //:'/_-1.:':5/ WORK (7/ / ) ;/ f/ /,' / -j TELEPHONE NUMBER I ond 'f 4>(.' /;'1 DA E GENERAL INFORMATIDN 1. fAILURE TO RESPOND WILL RESULT IN AN OFFICIAL YAK ASSESSHENT with eppllcabl. Int.rnt b...d on Infor..t1on subaltt..:t b, ttM 'Inanc:hl In.t1tutlon. 2. lnhllrlt..-M:. t.x bICOllI' d.llnquent nine .un'h. .fter the dacadent'. data of d..th. S. A Joint account I. t..abl. .ven though the d.c~."t'. n... w.. added .. . ..ttar a' convenl.nc.. ,. Accounh (Including tho.. hald betW"" hu.band and wlf.) which the d.cadent put In Joint n.... within OM ,..r prior to d..th Ir. 'ul1y t..able .. tran.'."" 5. Account. ..tabllshed JointlY batween hU.band and wi'. eor. than one y..r prior to d..th .r. not taxabl.. ,. Account. held bw . d<<Mtant "In trust 'or'" another or other. Ir. t..abl. fully. REPORTING INSTRUCTIDNS - PART 1 - TAXPAYER RESPONSE 1. ILOCK A . If the Intonation and caaputatlon In the notice Ir. cornet ~ deduction. ara not baing cla.Hd, plIKI an "X" In block "A" a' Part I 0' the '"Taxp.yar R..pon.... ,.ctlon. Sign two cop I.. and .ubalt the. with your chick 'or the ..aunt of tu to the Register of Wllh 0' the county Indlcat.d. 'h. Dep.rt,ant 0' RlVMUI wUI Is.u. en official ........nt (far. AElJ-1548 EX) ""an r.celPt 0' the A'turn 'ra. the AIghter 0' Wll1.. z. BLOCK I . If the ....t ,p.cifled on thh notlc. hu been at will ba r.ported and tax p.ld with the PafVlIvlv.,,11 Inhar1t~. T.x R.turn fll.d by the decadant". r.pr..entatlvl, pl.c. an "k" In block '"." 0' Part 1 0' tha "Ta.p.y.r A..pon.... ..ctlon. Slon ana copy and r.turn to the PA Depart.ant 0' R.v.nu., Bureau 0' lncllvldull T.n., Dlpt za0601, Ulrrleburll, PA I1U,-0601 In the env.lope provided. S. ILOCK C . Jf the notlc. Infar..tlan 1. Incarrlct andlor d.dUctlona .r. baing Clal.ad, chick block "C" and cDeplet. Part. Z and S ~-......,.I..C ," ..... 1"_,,...,.'1_, ......".,.. ~Ien I.." 1:",,1._ .vI .,....,. tt>_ ..II., """"',. r.h.clo fa.. tM _.,....t n' till. 11"........,.. In th_ R.."llt.r a' Will. a' the county Indlcat.d. Th. PA O.p.rt.ant of Ravenue will I.~ an af'lcl.1 .......ant (far. REV.15~' EX) upon t.c.lpt 0' the return fro. the R.ghtar 0' Wllls. TAX RETURN - PART z - TAX COMPUTATION LINE I. Ent.r HOTEl the d.t. the account orlgln.lly w.. e.tabll.h.d or tltl.d In the .~ar .xl.tlng at d.ta 0' d.ath. Fat 8 dac.d.nt dying .'tar IZ/lZ/lZI Account. which the d.cadent put In Joint n.... within ana Cl) ya.r 0' d.ath .r. tuabl. fully a. tnn,'.r.. flawev.r, thara Is an axclu.lon not to aMC.ad 15,000 p.r tran.f.r.. t.gardla.. of the ".lu. 0' the account or the nu-bar of account. h.ld. I' a doubla a.tarlsk (xx) appear. be'or. your 'Ir.t na.a In the .ddr... portion a' thl. not Ie., the 'S,OOO exclu.lon alraady has b..n d.ducted fro. tha account balanc. .. report.d bv the f!nDn4':l.l In.titutlon. Z. Ent.r the total balanc. 0' the account Including Int.ra.t accrued to the d.t. 0' d..th. S. Th. p.rcent 0' the account that I. taxabl. 'or each .urvl"or II d.tar.lned a. 'ollow'l A. The p.rcent taxable 'or Joint ....t. .,tabll.h.d eor. than ona y..r prior to the dac.dant'. d..thl 1 DIVIDED BV TOTAL HUHBER OF JOINT OWNERS EM88Pl.1 A Joint ....t t.al.tar.d DIVIDED BV TOTAL HUHBER OF X 100 . PERCENT TAkaBLE SURVIVING JOINT OWNERS In the n... 0' the dac.d.nt end two othar par.on.. 1 DIVIDED IV :5 (JOINT OWNERS) DIVIDED IV Z CSURVlVORS) . .167 X 100 . 16.1iC (TAXABLE FOR EACH SURVIVOR) I. The p.rc.nt t.xable 'or a...t. cr.at.d within one yaar 0' the dac.dent.. d.ath or account. owned by the d.c.d.nt but hald In tru.t for another IMI"ldu.U.) (tru.t banaficlarl..U I DIVIDED IV TOTAL NUttiER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES X 100 . PERCENT TAkAILE Ex&aplal Joint account raal.t.r.d In the na.a 0' the dac.d.nt and two othar p.r.on. a"d ..tabllshad within on. y.ar 0' daath by the dac.dent. I OIVlDED IV Z (SURVIVORS) . .SO 1C 100 SOX eTAXABlE FOR fACU SURVIVOR) ~. Th. aaaunt .ubJact to tax Cllna ~) I. dat.ralnad by .ultlplyl"g the account b.lanc. Clln. ZJ by the p.rcant t.xabl. CII". S). S. Ent.r the tot.l of the dabt. and daductlon. 1 htad In Part S. b. 1". waaunt t.llaol. lllne bJ I. detaratnaa by ,ubttnctlng tnu a'bt. and aeauctlan. lllna ~J tro. the aaaunt 'UbJ.ct to taM lline ~J. 7. Ent.r the appraprl.t. t.x rata Clln. 7) a. dat.r.lnad b.l~w. A. Tran.f.r. to lIn..l dncandantl Includlna fath.r, lother, hu.band, wlf., .on, dauDht.r, grandchl1dra", .on-In-!ew, daught.r-In-Iaw, .tepchlld and t".lr I..u. ar. taxabla at .Ix p.rc.nt (6~). I. Tran,'.r. to all othlr. Including broth.r, .I.t.r, unci., aunt, naph.w and nl.c. ara taxabl. .t flft.an Plrcant C1S:CJ. C. I' you cheng. tha tax rat., pi.... ,pacl'y your ralatlon.hlp to tha dac.d.nt In the arl. pravld.d. I. Tha a.ount of taM dua Cllna II It dataraln.d by .ultlplylna the a.ount h.abl. Clln. 6) by the tax rat. ClI". 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabla dabt. and d.ductlan. ar. d.t.raln.d a. 'allaw'l A. Vou lagally ar. r..pon.lbl. for pay.ant, or the ..tat. .ubJact to adalnl.tratlan by . plr.onal r.pr...ntatl". I. In,u"lclant to p.y the d.ductlbl. It.... I. Vou actually p.ld tha dabt. .,tor dl.th of the dac.dant and can furnish proo' a' p.y.ant. C. O.bt. b.lng cl.I..d .ust b. It..l,ad fully In Part S. I' .ddltlonal .pac. I. n.ed.d, us. pl.ln pap.r I 1/2. Mil". Prao' a' pay.ant .ay b. raqul.tad by the PA Depart..nt 0' R."anu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORHATION OR ASSISTANCE. CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. REV-1S43 EX AFP 0-91) *' COH1"ONWUl HI OF PEHHSVlVAHIA DErARl~HT Of REVENUE BUREAU Of INDIVIDUAL TAXES uEPT. 110601 ltARRISlURG, PA l1ua-06D1 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. Z1 ~ 'll{~ 7 SI ACN 94111199 DATE 04-1Z-94 CONRAD 60 DREXEL PLACE NEW CUMBERLAND JOAN C PA 17070 TYPE DF ACCOUNT A ~SAVINGS CHECKING TRUST CERTIFICATE REHIT PAYHEHT AND FORHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE. PA 17013 ESTATE OF CLARK S.S. NO. 199-05-8798 DATE OF DEATH 01-0Z-94 COUNTY CUMBERLAND SARAH HARRIS SAVINGS BANK h.. .,..1.'. Ih. D...,I.onl .lIh Ih. Inl.,..lIon 1101.. b.,.. .hl.h h.. b.... u... In ,,'.u..lln. lho p.lontl.' I.' ..... Th.I' ....,.. Indl.... Ih.1 .1 Ih. ...Ih .1 Ih. ..... ...._1. .... .... . j.lnl .wn.'/b....llcl.'. .1 Ihl. ..c....l. 11 .... 1..1 Ihh Inl.,..tI.n .. Inc.,n.l. p..... .b..ln .dllon ..".cllon 1'" .h. IIn....I.1 In.lllullon. .1I..h' .... I. Ihl. ..,. on. ,,'u,n II I. lho ..... ...,.... Thl. ....un. I. I...... In ....,...c. .llh Ih. Inn.'II.... T.. I." .f Ih. C..........h .. p.nn.".onl.. Quutlan' .a~ bl ...,...ud by caUing lIl0 IIU-UU. COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Account No. 01-00025902 Doh OZ-Z3-78 E.tablhhed 1l.374.3Z 50.000 5.687.16 .15 853.07 TAXPAYER RESPONSE FAILURE TO RESPOND,WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE to In.url proper credit to your ICCOunt. two (2) copla. 0' thl. not lea IU.t IccoapanY your pay.ent to thl Register a' WIU.. Make ChICk payabla tal "Regl.tlr Q' Willi, Alltnt". Account a.lanc. p.rc.nt Taxabl. A.aunt subject to TaX Ta_ R.t. potenti.l T._ Due MOTEl If taM pay.ant. are .ade within thrae eS) aonth. 0' the decadant" date of death, yOU ..y deduct. sX dl.count a' the tax dUa. AnY Inhatltanca tax dua will beco.e delInquent nine C91 .anth. .ftar tha d.te af d..th. K K PART ill A. ~he abava lnfor..t1on and taM dUa 1. correct. l!J i. Vou ... .h.... I. ,..1. p...onl .. Ih. ...1.1., .. 0111.. .llh I.. c.pl" .1 Ihl. no.I.. I. .b..ln . .1....... ., ...1. In....... ., .ou ... ch'" b.' -0. .... n'u,n .hh noli.. I. Ih. ...1.1.. .f Will' and en affldal .......ant will b. 'uued by the PA Oapartaent a' Revenua. .. E:) Th. ..... ..... h" b..n ., .11' b. ,.p.,". .... ... p.l. .llh .h. p.nn..'.onl. Inn.,I...... T.. ,,'u,n to be fllad by the decadent'. tIlpr..entDtlva. C. E:) Th' .b." In..,...I.n I~n..".cl .n.I.' ..b" .n. .,.uc'l.n. ..,. p.l. b. .ou. Vou IlUIt coaplete PART \!J and/ar PART GJ b.1PM. r-; - [CHECK J ONE BLOCK ONLY PART ~ T^Y. LINE If yOU indlcate . dlffarant t.x rata, pl.as. .t.ta your ralatlonahip to dacadantl OI'FICIALUSE OtlL V E:) AAF PA DEPARTHENT OF REVENUE ' ~ "._..__.,._,.~....~";. .........;..- -'" "-- T".l< ON JIJIHTITPIJ!lT M~COl"ITSP^D 1 2 3 (; 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED RETURN - COHrVT^TION O!' 1. oat. E.tabli.hed 1 2. Account a.lance 2 3. parc.nt Tax.ble 3 4. AMount Subjact to Ta_ 4 S. Oabt. .nd Deductlon. S 6. Altount Ta_abl. 6 7. Tal( Rat. 7 8. T._ Dua 8 ,. x x AMOUNT PAID PART @ DATE PAID DESCRIPTION PAYEE TOTAL (Enta~ on Llna 5 of Tax COMPutatlon) . Undar pan.ltle. of parjurY, I dacl.re that tha f.ct. I cOMPlat. to knowladg. and b.liaf. -h h.V. r.portad .bov. ara true, corract HOME (,;;') /1/"-/ I,'I :1/ WORK ( 11/ ) ;'.Ii /(., ond " / J t- J.(;tI- DA'tE' GENERAL INFDRMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"ENT with appllUbl. Inhr..t buad an In'at..tlon .ubalttad b>>, the flnllnCl.1 In.titutlon. r. Inh'rlt~. t.x bacoea. delinquent nln. aon'h. .'t.r the d.c.d.nt', data 0' de.th. S. A Joint ItCcaunt Is tultbl. .van though lhe decadent'. n... WI' lidded.. . ..tt.r of convenlenc.. ~. Account. (Including tho.a h.ld b.tween hu'band end wlf.1 which the dlcadent put In Joint n.... within one y.ar prior to d..ttt .r. fully hubl. .. tran.hr.. 5. Account. ..tabll.hed Jolntlv b.twsan hutband and wi'. Iota than on. v.at prior to d..th .r. not taxlbl.. ,. Account. held by . d.c.dent -In tru.t for" ~thar at other. .r. t.xabl. fullv. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - 11 the Infor..tlan and co..,ut.t1on In the notlc. ar. cartac:t end deduction. .r. not baing clallad, PIK. an fOX" In block "A" of P.tt 1 of the "Y.Mp.y.r R..pon.," ,.ctlon. Sign two cop I,. and .ub,lt tha. with your check fat the ..ount 0' tax to tha A.gl.t.r of Willi of the county Indicated. The Dap.rt..nt 0' A.vlnu. will I.'u. an o"lcl.l B.......nt (far. REV-IS'. [k) upon tac,.pI 0' th~ R.turn 'roe the Rlglstar a' Will,. z. BLOCK II - 11 the ....t ,pacified an this noUc. hat been or will b. raport.d and tax p.ld with the penn.vlvanla lnheritanc. T.x A.turn 'lied by the d.c.dent'. r.pr.,.nt.tlvl, pl.c. an "k" In block "B" 0' Part 1 0' the "T.xplvlr R..pan.... 'Ictlon. Sign one copy end r.turn to th. PA Dap.rt,ent of AS\la~, Bur.au 0' Indlvldu.1 T.x.., DIPt 210601, Harrl.burg, PA 111,a-0601 In the envelope provided. 5. ILOCK C . If the notlc. In'or..tlon Is Incorr.ct and/or deduction. ara being cl.I..d, chick block "C" and co.pl.t. P.rts Z and J ,c~'''''~Il. h. UMt 11l.L1w"tl"... 1...1.... ~'.' t.v ..",pl., ...'" .~..h u_. .11I. :ru...t u..... (.., t:,1lo w.:..on\ we t6.. ji.).-.I. t... th. RaOlh:iAl'" 0' Wills 0' the county Indlc.ted. rh. PA D.partaant 0' Rlvlnue will I..ue en o"lcl.1 .....,-.nt (for. RtY-1541 EXJ upon r.c.lpt 0' the r.turn 'ro. the R.gl.tlr a' Wills. TAX RETURN - PART Z - TAX COMPUTATION LINE I. Entll' HorEI the d.t. the account arlgln.IIW w.. ..tabll.hed Dr tltlad In tha aann.r .wl.tlng at d.t. 0' dl.th. for. dac.dant dying .,t.r 12/12/121 Account. which the dac.d.nt put In Joint n.... within on. Cl) YI.r a' d..th ar. t..abl. fully .s tran.f.r.. llowavar, th.te Is an a.clu.lan not to ellc..d IS,OOO p.r tren"lr.. reg.rdl... 0' the v.lu. 0' the account 01' the nuab.r 0' .ccount. h.ld. t, . doubl. ..t.tl.k (MM) app.lrs b.fore your 'Ir.t neaa In tha addr..s portion 0' thl. notlc., the 'S,OOO .xcluslon .lr.ady h.. b..n d.ductad 'ro. tha account b.lance .. r.ported by the 'Inencl.l In.tltutlon. 2. Ent.r the total balanca a' the account Including Int.r..t accruad to the data of deat~. S. Th. p.rcsnt of the account th.t Is taxable fat aach .urvlvor I. d.ter.lned .s 'allow., A. The p.rcent taxabla 'or Joint ....t. ..tabll,had .ar. than on. y..r prior to the dac.dent'. de.thl DIYlDED IV TOTAL HUMBER OF JOINT OWNERS [Ma.pI.1 A Joint ....t r.gllt.r.d DIVIDED BV TOTAL HUMBER OF X lOa . PERCENT TAXABLE SURVIVING JOINT OWNERS In the na.. a' the d.cadent and two other p.r.on., I DIYIDED IV S (JOINT OWNERSJ DIVIDED IV 2 (SURYIVORS) . .167 X 100 l6.7~ (TAXABLE fOR EACH SURVIlJOAJ I. Th. parcent t.xabl. for ....t. cr.at.d within on. ya.r of the dacsd.nt's d.ath or acCountl owned bW the dsc.d.nt but h.ld In tru.t far another IncUvldu.U.) (tru.t b.neflc1.rl..h I DIVIDED BV TDTAL NUHBER Of SURVIVING JOINT OWNERS OR TRUST BENEfICIARIES X 100 . PERCENT TAXABLE Exaapl.1 Joint account t.glstared In the na.. of the decadant and two othlr psr.on. and a.tabll.h.d within an. y.ar 0' d..th by the dlcsdant. 1 DIVIDED BV 2 (SURVIVORSJ . .50 X 100 . SOX CTAXULE FOR EUIl SURVIVOR 1 4, Tha a.aunt ,ubJ.ct to tax Cllnl 4) I. dat.r.ln.d by aUltlplylng the account balanc. (1lna 2) by the psrcant taxable (lln. S), S. Ent.r the total of the dabt. and d.ductlon. II.tad In Part S. 6. Th. a.aunt t..abl. Clln. b>> II datar.lnad by .ubtractlng the dabts and deduction. Clln. S) froe the a.ount lubJ.ct to tax (1lna 4). 7, Ent.r tha approprl.t. t.x r.t. Illn. 7) .. dat.r.lned b.low. A. Tran,'ars to Iln.al dl.candant. Including fathlr, aother, hu.band, wi'., .an, daughtlr, grandchlldran, lon-Inalaw, daughtsr-ln-law, .t.pchlld and th.lr I..u. ars t..abl. at Ilx p.rcant (6~J. I. Tran,'.rs to .11 oth.r. InclUding broth.r, slst.r, unci., aunt, naph.w and nl.c. ar. ta.abl. at fl,tlan parc.nt 115~). C. I' you chang. the tax rat., pl.... .p.clfy your r.latlon'hlp to the d.c.d.nt In the ar.. pravldad. 8. rh. a.uunt a' tax due Illnl 8) Is d.t.ralnad by aultlplylng the a.ount taxabl. Clln. 61 by the tax rat. Clln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabla d.bt. and daductlon. at. d.taraln.d .. 'olloWII A. Vou lagally ar. r..pon.lbl. 'or p.y.ant, 01' tha a.tat. 'UbJ.ct to adalnlstratlan by . par.onal rapra.ant.tlva I. Inlu"lclant to pay the daductlbl. It.... B. You actually p.ld the dabt. a,t.r dlath 0' tha dac.dant and can furnl.h proof 0' pay..nt. C. D.bt. b.lng cl.I..d lU.t b. It..lzad 'ully In Part S. I' addltlon.1 .pac. II n.adsd, u.. plain pap.r I 1/28 M 118. Proo' 0' paysent .ay b. reque.tsd by the PA D.part.ant a' R.vlnu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL TilE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. REV-1S43 EX AFP 11-911* COfVIOHWEALItl OF PENNSYlVANIA OEPlAIHENT OF REVENUE BUREAU OF INDIVIDUAL TAkES OEPT. Z80601 IlARRISlURC, PA l1ua.0601 FILE ACN DATE NO.Zl- 911" 7j-/ 94111Z00 04-1Z-94 INFORMATION NOTICE AND TAXPAYER RESPONSE ESTATE OF CLARK S.S. NO. 199-05-8798 DATE OF DEATII 01-0Z-94 COUNTY CUMBERLAND TYPE OF ACCOUNT A ~ SAVINGS CHECKINO TRUST CERTIFICATE REHIT PAYHENT AND FORHS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SARAH CONRAD 60 DREXEL PLACE NEW CUMBERLAND JOAN C PA 17070 HARRIS SAVINGS BANK h.. provided the Daparta."t with the In'or.atlan Ilstad below which ha. been u.ad In calculating tha potential t.x dUe. Their record. Indicate that at tha d..th of the above decadent, you lI.r. . Joint oMfMlr/ban"Ic1.ry 0' this account. I' you 'aa1 thl. Infar..tlon ., Incorrect, pl.... obt.ln written correction 'roe tha ,Inancl.l Inltltutlon, attach. COpy to thll 'ora ftnd return It to the abava ~ra... Thl. account 1. ta.abla In accordanca with the Inheritance Tax Law. 0' the Co..onw.alth 0' Penn.vlvanl.. Qua.tlon. .av ba an.warad by call1no (717) '17-au'. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Account No. 07-000Z0474 D.to 01-Z3-93 Eat.bU.hed To Insura proper cr.dlt to your .ccount, two (U capl.. 0' this notice .u.t acca~an... your pay..nt to tha Raal.t.r 0' Will.. Haka chack paYable tal "R.gl.tar 0' Will., Agent". Account B.lenca 746.36 Percent T.xable )( 100 . 00 AMount Subj.ct to Tex 746.36 T.x Rat. X .15 Pot.nt 1.1 Te)C Due III .95 PART TAXPAYER RESPONSE CDI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE I A. Q Tha abova In'or.atlan and tax dua .. correct. 1. You .ay chao.. to ra.lt p.y.ant to the R.gl.t.~ 0' Will., with two copI.. 0' thl. not lea to obtain a dl.count or avoid Int.re.t, or you a.y check buM "A~ end raturn thl. notice to the Regl.t.r a' Will, and an o"lclal ..'.'..ant will ba I..ued by tha PA n.part.ant 0' Revenu.. HOTEl If tax pay..nt. ara ..de within thraa ()) aonth. of the dacadent'. d.ta of duth, you .ay deduct . 5~ dl.count 0' tha tax dua. Any Inheritanca taM due will baco.e dallnquant nine (,) aonth. .'tat the data 0' da.th. [CHECK ] ONE BLOCK ONLY II. 0 Th. abov. ....t h.. baan or will ba nporhd end tax p.ld with the PIlIV1.ylvenla Inharltenu Tax ntuP'n to ba 'Ilad b~ tho dacedent.. tepr..entetlva. C. 0 The above Infar_atlon l~ncorroct and/o~ebtl end d.duction. wore p.ld by you. Vou .u.t co~late PART ~ and/or PART ~ below. If you indicate a diff.rent taM rat., pl.... .t.t. your r.lationship to dec.d.nt, l!F.FICIAL USE ONLY, 0 AAF PA DEPARTHENr OF REVENUE PART ~ TAll R:OTURU - COMPUT^TION Of" LINE 1. Date Est.blished 1 2. Account B.lanca 2 5. Percent T.K.ble 5 4. Anount Subject to TaM 4 S. Dabt. .nd Deductions 5 6. Anount T.Kabl. 6 7. T.x R.te 7 8. T.M Ou. 8 T^X eM .l?INT/TRl!ST ^r.rIlIJNT!.' x I'^D 1 Z 3 4 5 6 7 8 CLAIHED , ' K PART ~ DATE DEBTS AND DEDUCTIONS PAID PAYEE DESCRIPTION AMOUNT PAID 1-- I TOTAL IEnt.r on Lin. 5 of TaK Conput.tion) I . Und.r p.n.ltie. of p.rjury, I decl.re th.t the f.ct. I conpl.~. to th. but. Qf IIY knowl.dg. .nd b.U.f. ( ). I~' I , '- -"-f..u:A /"-;--C. t..;;~.,/( _ TAX~AVER SIGNATU E hay. report.d abov. .re tru., corract HOME ( /1' / ) / /.f/: -I' :;'-,' / WORK (-1/ 'I ) ~a( /d'J-7 TELEPHONE NUN E ond df~ /;.1/ DA I , , GENERAL INFORMATION 1. fAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appliCable Inhrut bu.d on Infor..tlon ,ub4llttad by the f1n~l.l In.tltutlon. 1. Inhllrltanu tax becoe.. dallnquent nine .onth. altar the dlced.tlt". d.t. of duth. 5. A Joint account I. taxabl. even though the d.c.dent.. n... w.. added a. . .attar a' convenlenc.. ~. Account. (Including tho.. "aid betw.en hu.b~ ~ wi'.. which the dlcadent put I" Joint n.... within an. y.ar prior to da.th .r. 'ullv t.xabla .. tran,'er.. 5. Account. ..tMilhhltd Jointly betw.." hu.band end wi,. Hr. than on. vut prior to d..th ar. not '.Ilabl.. 6. Accounts held by . dlcedent "In tru.t for" another or ather. ar. t.uble fulh. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE I. BLOCK A . ., the In'ar..tlon and ca~t.tlan In the notlc. ara correct end deduction. .r. not baing clalaad, plec. In "k" In block "A" of P.rt I 0' the "TaMperar Ra.pon.a" .ectlon. Sign two cop I.. and .ub_lt th.. with your chIck fot the aaount 0' t.x to the Regl.tar a' Will. of the county Indlc.tad. Iha D.partaent 0' R.venut will I..ua an o"lcl.1 .......ant IFor. AEV-1541 EX) upon r.c.lpt of the A.turn fro. th. RIglltar 0' Will.. Z. BLOCK I - ., the ....t .plcl'l.d on thl' notlc. h.. b.an or will b. reported and t.x paid with the Ptnn.vlvanla Inheritance Tax Return 'Il~ by the dlcad.nt". r.pr..ent.tlv., plec. an "k" In block "I" D' P.rt I of the "Taxp.y.r Ra.pon..- ..ctlon. Sign one copy and return to the PA Daputaant 0' Rav.nue, lura.u D' Indlvhtu.1 Ta..., Dapt 280601, lI.rrltburg, PA 17121-0601 In the ....""lop. provided. S. ILOCK C - I' the notlc. Infor..tlon I. Incorr.ct and/or deduction. .te being cla..ad, chIck black "e" and co.plat. P.rt. 2 and 5 accoralrtg to tn. InUructl"". O.~OIf. :thIn hHI copl.. end .UDan U1e. wit" your cn.Ck tal' tn. aaount at 'IX p.yeal_ to tne A.ulnar 0' will. 0' the county Indlc.t.d. Th. PA Dep.rt.ent of R.vanua will I..u. an official e.,..,.ant (for. REY-IS41 EX) upon rac.lpt 0' the raturn fto. the Ragl.t.r of Will.. TAX RETURN - PART Z - TAX COMPUTATION LINE I. Ent.r the d.t. tha account orlgln.lly WII' ..t.bll.had or tltlad In the .anner .xl.tlnG et data 0' daath. HOTEl far. dacedent dying .'t.r llllllll, Account. which the dacadent put In Joint n.... within ane (II y..r 0' da.th are tax.aJl. 'ully II' ttenlf.rs. nowav..., then Is an ..clu.lon not to axc.ad n,ooo p.r tran.feraa regard I... a' the value 0' the account or the nuab... of account. held. If a dauble a.t.rlsk C--. .pa.r. b.for. your 'Irst nu. In the Itddra.. portion a' thl. natlc., the n,ooo .xcluslon already has baan daduct.d fro. the account b.lanc. a. r.ported by tha financial In.tltutlon. l. Enta, the tot.1 balanc. 0' the account Including Int.r..t eccru.d to the data 0' da.th. ). The parcent a' tha .ccount that II t.xabl. 'or .lIch .urvlvor I. datet.ln.d III 'ollowtr A. Th. p.rc.nt taxable 'or Joint ....t. e.t.bll.h.d ear. than on. ye.r prior to the dacadent'. da.thl 1 DIVIDED BY TOTAL HUHBER OF JOINT OWNERS Exupl., A Joint ....t r.gilt.r.d DIVIDED BY TDUL HUHBlA OF X 100 . PERCENT TAkaBLE SURVlVINC JOINT OWNERS In the na.. of the dac.d.nt end two otha.. par.on.. I DIVIDED IY 3 (JOINT OWNERS) DIVIDED BY 2 CSURVIVORS) . .167 X 100 . 16.1~ (TAkABLE fOR EACH SURVIVOR) B. The p.tcant t.xabl. 'or ....t. cteat.d within ~ y..r of tha dac.dant'. daath or account. awn.d by the d.c.d.nt but h.ld In tru.t '0.. another Indlvldu.lC.) Cttu.t bana'lclarl.." I DIVIDED IV TOTAL HUKIER OF SURVIVlNC JOINT OWNERS DR TRUST BENEfICIARIES X 100 . PERCENT TAXABLE E...pl., Joint account regl.t.red In tha nil.. of the d.cedant end two oth... p.t.on. and ..tabll.had within on. y..r 0' d..th by tha d.cad.nt. I DIVIDED BY l (SURVIVORS) . .50 X 100 . 50~ (TAkABLE fDR EACH SURVIVDR) 4. Tha lI.ount .ubJ.ct to t.. Clln. ~) I. d.t.r.ln.d by .ultlplylng the account b.lance Clln. lJ by the parcant t...bl. Clln. 3). 5. Ente,. the tot"'l I'If tha dahtl ".,ti rl.rluctlr,"tI llst.ri In Pllrt :s. 6. Th. a.ount t.xabl. (llna 6) I. dat.r.ln.d by .ubtractlng tha dabt. and d.ductlon. Clln. 5) froe the a.ount .ubJact to taw Illn. ~J. 1. [nt.t the approprlata t.. rat. (1In. 7) a. d.t.r.lnad b.law. A. Trnn.f.r. to Un..1 duc.ndanh Including hthar, .oth.r, hUlband, wlf., .on, d.ught.r, grandchlldr.n, .on-In-Iaw, deughhr-In-hw, .t.pchlld and th.... Inu. IIr. taMllbl. at .IM p.,.cant (6~L B. Tran.far. to all athar. IncludinG broth..., .I.tar, unci., aunt, n.ph.w and nlec. are tll..bla at fl't.an parc.nt (15~). C. I' you chang. the tax rat., plall.a .pacl'y your r.latlon.hlp to the dacad.nt In the .ra. provldad. I. Th. ..aunt 0' tax due (1lna I) I. datar.lnad by .ultlplylng tha a.aunt taxable (line 61 by the tax rat. Clln. 11. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabl. dabt. and dadUctlan. ar. dat.r.lnad a. follow" A. You lagally .re ra.pon.lbl. far pay..nt, or tha ..t.t. ,ubJect to adalnl.tratlan by a p.r.onal tapra..ntatlv. I. tn.u'flcl.nt to pay the daductlble It.... a. You actually paid tha d.bh aUar d..th 0' the dacadant and can furnish proof a' plly..nt. C. Dabt. b.lng clal..d BU.t ba It..lz.d fully In Part 3. I' additional .pac. I. n.adad, u.a plain paper 1 Ill" x 11M. Prao' 0' pay.ant ..y b. r.qua.t.d by the PA Dapartaant of Revanu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORHATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE DR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-83Z7. " " . J ; I , I I . j I I I' ~ J ,-! . , . f i '1 f ! J I i 1 . t ! I , I .' j r . j 't l !' i ;' . V' .' I ' ;, \, I ........--- -. --.. , . 1I1~') '0 .. II"','; \_i'.. 1),' --' I'U. '<;--\ .')o','U .',1.""'.--",,'. '" '.::V'''-' .'. ---. .... I, C,."'.."- -':r ,-- ;4 v ""," -., .' ,"" ...,- ...~ t "~ . .S' \ " ..,' , " ' ,'l- 1', " , j , 'f' " if ;', w".r ~ .. " . .... '. '.-.j, , . ..a r.. " PI #.\ " l' .~ . ..' , I .' , , .,.:. , .~~ ,j '. "--"'r _r~' OJo-..JOo__ .II r.. -~.t. '; ! 7.~_ , I , \ \ \ , " I . I I t; t PURPOSE OF NOTICE I To 'ulflll the r.qulr...nt. of S.ctlon 21'0 of the Inh.rltanc. end E.tltl Tax Act, Act 22 0' 1'91. 172 P.I. Section 2IU). PAyHtNT, alt.ch the tap portion of thl. Notlc. and .ubelt with your p.~.lnt to the AIgI.tlr 0' will. printed on the rev.t.e .Id.. -- "Ike check or aon.y ordlt plyabl. to, AECISTEA Of WilLS, ACENT. All pay..nt. r.c.lved .hall flr.t b. .ppll.d 10 ~y Int.r..t which .ay be dua, with any r..alndar applied to the t.x. REFUND I CA J , A te'und 0' a t.x cr.dlt, which w.. not r.que,l~ on the t.x return, .ay be r.qua.led by co~l.tlng an "Application 'or R.,und of P'MlYlvanla Inhatltance end E.tat. Tax" IA[Y~UlS). Application. Ira av.llabl. at the Office of the A.gl.t.r a' Will., any a' the 2S Rlv.nu. Ol.trlct o',lcI. or by calling the .plcl.1 2'-hour en.w.rlng .arvlcl nuab.t. 'or 'ora. ard.rlngl In P.nn.ylvanla 1-100-562-2050, out.lde P.nn'Ylvania and within local Harrl.burg .r.a (717) 787-809', TOOl (717) 712-2252 IH.arlng I'Pllr.d Only). OBJECTIONS, Any party In Int.r..t not .atl.'I.d with the appr.I....nt, .llowenc. or dl.allowanc. 0' d.ductlon. or ........nl of taM (Including dl.caunt or Int.ra.t) I' .hoNn on thl. Hallc. al, obJ.ct within .IMty 16DJ d.y. of r.c.lpt of this Hatlce byl -~wrlttln protl.t to the PA D.p.rt..nt 0' Revlnu., loard 0' Appa.I., Olpt. 261021, M.trl.bUrg, PA 171Z'~lDZI, OR .-ellctlng to h.v. the .att.r d.ter.ln.d .t the audit a' thl .ccount of the per.onal r.pr..ent.tlvl, OR -.app..l to the Orphan.' Court AD"IH- tSTRATlYE CORRECTlONSI F.ctu.1 arror. dl.cov.red on thl. ........nt ~Id b. .ddr....d In writing tal PA D.p.rt..nt of R.v.nu., Bur..u a' Indlvldu.1 T.xe., ATTNI Pa,t A.......nt R.vl.w Unit, DEPT. 21D601, Hatrl.burg, PA 171ZI-0601 Phon. (717) 717-6505. Sa. paa. So, the bookl.t "In.tructlon. for Inh.rltanc. Tax R.turn for. R.,ld.nt O.c.dant" (REV-lS01) for an axplanatlan 0' adalnl.tr.tlv.ly cotrlctable arror.. DISCOUHT, If .ny taM due Is paid within three 131 callndar .anlh. aftlr thl d.cad.nt'. duth, a flv. p.rc.nt (5le) dl.caunt of the taM paid I. allowad. IHfEREST, lnt.r..t I. charg.d big Inning with flr.t dlY of dellnquenc~, or nine (9' .anth. .nd one II) dly fro. the d.t. of d.ath, to the d.t. of pay,ant. TaXI' which baca.. dellnqu.nt b.for. J.nulry I, 1912 bur Int.r..t at tha rat. of .he (6le) plrc.nt per annua calcul.ted at a dally rail of .00016". All t.xe. which b.c... d.llnquent on or o'l.r J.nu.ry I, 1912 will baar Inter..t .t . ratl which will v.ry fro. c.l.nd.r yl.r to c.l.ndar y.ar with Ihat tate announc.d by Ihl PA Oepart..nt of R.v.nue. Th. .ppllc.bl' intere.t rate. for 1912 through 1995 ar., ltaZ 19&5 lta4 19l5 1916 .-Int.rut 2O:C 16le lliC l!iC lDiC 1. calculltad a. .000548 .000431 .000101 .000lS6 .000274 followlI l:m lntor..t Rat. n.ll", Int.r.,t rltctor 1911 n .0002U 1911-1991 lIiC .000l01 199Z .~ .000247 1993-1994 lX .oooln 1995 .~ .0002"7 ~ Intarolt R~t. 0811", Intoro.t Fftctor INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlcl l..uad ,'t.r the t.. b.co... dlllnquent will r.fl.ct .n Int.r..t calculation 10 flft..n (15) day. b.yond the data of the ........nt. If p.y.ent I. lad. .fta,. th. Int.re.t calputatlon d.tl ,hQwn on the Notice, addition.. lnt.rut IU.t be c'lculetad. \ -------.-.~...---.r.~... , - ~- If ...-......-.-. "/ '].., 1 _ ~1 I' ......... ..").... _J EV-1S48 EX AFP (10-931*, COHHOHWUl H4 or PUUtSVlVANIA OCfI"AI"[N' or PlvrHUf IIUPrAU or INDIVIDUAL "xts ,. . . tllPT. :BDbOI IIARAlnURC. PA IlllA'Qbot . .~) ft' NOTICE or INHERITANCE TAX APPRAISEHENT, ALLDMANCE OR DISALLDMANCE OF DEDUCTION.. AND ASSESSHENT Dr TAX ON JOINTLY IIELD OR TRUST ASSETS DATE lZ-Z6-94 COUNTY ESTATE OF CLARK SARAH A DATE OF DEATH 01-0Z-94 FILE NO. ZI 94-0751 S.S/D.C. NO. 199-05-8798 JOAN C CONRAD 60 DREXEL PLACE NEW CUMBERLAND PA 17070 CUMBERLAND CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:is4-a-Eif-AFP--iio-:9ii------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE lZ-Z6-94 ESTATE OF CLARK SARAH A DATE OF DEATH 01-0Z-94 COUNTY CUMBERLAND FILE NO. ZI 94-0751 TAX RETURN WAS, ACN 94111198 REHIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AMount R.ll"litt.d ACN 94111198 S.S/D.C. NO. 199-05-8798 (XI ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION, HARRIS SAVINGS BANK ACCOUNT NO. 07-60-001554 TYPE OF ACCOUNT, (10 SAVINGS ( ) CHECKING ( I TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-Z3-93 Account Balance Porcent Taxable Amount Subject to Tax Dobts and Deductions Taxable Amount Tax Rate Tax Due 6.039.08 1.000 6,039.08 .00 6,039.00 ,15 905.86 x x TAX CREDITS: PAYMENT DATE 08-Z9-94 RECEIPT NUMBER MM91Z878 DISCOUNT (+) INTEREST (-) .00 NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS. AGENT." AMOUNT PAID 905.86 i TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADOITIDNAL INTEREST. . I IF TOTAL DUE IS LESS THAN $1. ND PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR J, VOU HAY aE DUE A REFUND. SEE REVERSE SIDE OF TltIS FORH FOR INSTRUCTIONS. I 905.86 .00 .00 .oo-i PURPOSE OF NonCE I To ful,lll tha r.qulr..."t. of Sactlon zl~a of the Inh.rltanc. end E.tat. T.x Act, Act 22 0' 1'91. C72 P.S. hctlon 2UOJ. PAVHENTI aetach the top portion 0' thl. Notlc. .nd .ub_lt with your pa~.ent to the Ragl.t.r of Willi prlntad on the ravu.. ,Id.. -~ Haka ch.ck or ~an.y ordar payabl. tOI REGISTER OF WILLS, ACENT. All pay.ant. r.celv.d ,hall flr.t b. .ppll.d to any Int.re.t which ..y be dua, with .ny r...lndar appllad to the tax. REFUND (CRh , A r.'und 0' . taM cr.dlt, whiCh wa. not requ..t.d an the tax r.turn, '.y b. t.qu..t.d by ca'PI.tlng an "Appllc.tlon for R.'und 0' Plnn.ylvanl. Inhlrltanc. and E.t.t. T.x" (REV-1515). Appllc.tlon. ar. av.llabl. .t the O"lc. 0' the RIgI.t.r 0' Will., any of the 25 Rev.nu. DI.trlct O'flc.. or by calling the ,pecl.1 Z~-haur an,wlrlng .ervlce nU.b.r. 'or 'ora. ordatlnal In Penn.ylvanl. 1-100~16Z~2050, aut.lda P.nn'Ylvanla and within 10c.1 Harrl.burg ar.a (717) 717-10'4, TDO' (717) 772~ZZ52 (H..rlng t.palr.d OnlyJ. OBJECTIONS I Any party In Int.r..t not ..tl.'I.d with the .ppr.I....nt, allow.nc. or dl.allow.nc. 0' dlductlon. or ........nt 0' tan ()ncludlng dl.count or Int.r..t) a. .hown on thl. Notlc. I'~ abJect within ,lMty (60) day. of r.celpt of thle Notice bYI uwrlttan pro tilt to the PA Ollparta.nt of Rav.nu., Board of APP.IIIs, Dept. 21to21, Harrisburg, PA 17U8~I0Z1, OR ~-el.ctlng to h.v. the ..tt.r dater.ln.d at the audit of the account 0' the p.r.onal r.pre..ntatlv., OR ~-'pp.al to the Orph.n.' Court ADNIN- lSTRUIVE CORRECTIONS I F.ct"el ertors dl.cov.r.d on this a'......nt should b. .ddr..'.d In writing tal PA D.part"nt 0' R.v.nu., 8urnu 0' Indlvldu.1 Tau., ATTNI Pa.t A.......nt Revl.w Unit, DEPT. Z10601, Harrisburg, PA 17128-0601 Phon. (717) 787-6505. S.. paga 3 0' the boakl.t "In.tructlon. far Inhetlt.nce Tax R.turn for. R..ld.nt O.cld.nt" IREV~1501) for an .xplanatlon 0' .dalnl.tratlv.ly corr.ctable .rror.. DlSCOUNTI If any tax due 1_ paid within thr.. C5J callndar lonth. .ftar the d,c.d.nt'. d.ath, . 'Iv. perclnt (S~) dl.count a' the tax paid I. allow.d. INTEREST I lnt.r..t I. charg.d beginning with flr.t day of d.llnquency, or nine I') aonth. and on. (IJ day fro. the data 0' d.ath, to the d.t. of pay.ant. TaMe. which bec... d.llnqu.nt b.for. Janu.ry 1, l,a2 b.ar Int.r..t at the rat. of .Ix (6~J parcant p.r onnul calculat'd .t . dally r.la of .000164. All tax.. which baca.. d'llnqu.nt an or after January I, 1'82 will b.or Inlar..t at a r.te which will v.ry fro. cal.ndar yaar to cal.nd.r Ylar with thet rat. announced by the PA Depatt'.nt of R.venuI. Th. applicable Intlre.t rate. for 198Z through 19'5 aral t!lr Int.re.t PRt. Dally Intor..t Fftctor naz I'll 1'8'" 1985 1'86 -~Int'r..t 20:C 16:C 1l:C 1l:C 10;C I. calculat"d .. .000541 .000418 .000501 .000lS6 .000Z74 follow. I ~ Inter..t Aata Dl'lllv Tntara.t F'l'lctor 1917 .. .0002~7 1'88~1991 II=< .000501 19'2 .. .0002.,7 1993-19'" ,. .00019Z 1995 .. .0002~7 INTEREST. BALANCE OF TAX UNPAID X NllnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I..u.d after tha tax baco... d.llnqu.nt will rafl.ct an Int.ra.t calculation to flftaen (15) day. b.yond the data of the a.......nt. It pay..nt I. Nad. afler the Int.rolt coeputatlon data shown on Ih. Notice, additional Intara.t NU.t be calculatad. PURPOSE OF NonCE I To fulfill the r.qulra..ntl of Slot Ion 21~0 uf the Inh.rltanc. and Est.t. TaM Act, Act 2Z of 1,'1. (7Z p,S. Sactlan 211t0). a.t.ch the tap portion of thl. Notlc. .nd lub.lt with vaur p.Y.lnt to the Rogl.t.r of Mills prlnt.d on the r.ver.. sid.. n "aka ch.ck at .aney ordlr pllYllble tal RECISTER OF WILLS, ACENT. All paY.lnt. r.c.lved ,hill flr.t be .ppll.d to any Int.r..t which .ay b. due, with any te.alnd.r appll.d to the t.x. A r.fund of . tftX cr.dlt. which w.. not r.que.ted an the tax return, ..y b. requ..t.d by co.pl.tlng an "Appllc.tlon for Refund of PIMlYlvant. Inh.ritanc. and Est.t. t.x" (REV-UtS). Appllcatlon. ar. IIv.lIabl. at the Offlu of the R.gl.ter 0' Will., IMY of the 2S A.v.nuI DI.trlct Of,lc.' or by calling the .p.clal Z~-hour an.w.rlng .ervlc. nuabar' 'or 'ora. ordlrtngl In Plnn.ylvanla l-600-S6Z-2050, aut.lda plnn,ylvanl. and within loc.l Hatrhburg arn (717) 117-80'~, TDOI (711) 77Z-225Z (H..rlng I.p.lr.d Only). PAV"ENT I REFUHD ICR)I OBJECT IONS I Any party In Intlr..t not ..tl.,lld with the appr.I....nt' .Ilowanc. or dl..llowanc. 0' dlductlan. or ........nt a' t.x (Including dl.count or Int.ra.t) II' .hown on thl. Natlc. ..y objlct within .Ixty (60) d.y. of t.c.lpt of this Notice byl ..wrltt.n protut to th. PA D.part..nt of R.v.nue, lo.rd of Appuh, D,pt. 211021, narrhburlh PA 17121-1021, OR ....l.ctlng to hava the ..Uer d.tlraln.d at the audit a' ttla account of the par.onal r.pt...ntaUva, OR --IIPpul to the Orphans' Court AOHlH- lSTRATlVE CORRECTIONSI Factual error. dl.covlr.d on thl' ........nt ,hould b. .ddr....d In writing tal PA D.part.lnt 0' R.v.nu., auteaU a' Individual TaXI', ATTNI po.t A.......nt R.vl.w Unit, DEPT. 210601, Harrl.burg, PA 1712a-0601 Phon. (717) 711.6505. SI. pag' 3 of the bookl.t "In.ttuctlon. for Inh.rltanc. Tax R.turn far a R..ldlnt o.c.dlnt" (REV.ISOlJ for an .xplanatlon of ad.lnl.tr.tlvalY corr.ct.bl. .rror.. If any t.x due I. paid within thr.. I)) callndar .onth. o,t.r the dacld.nt'. daath, a flv. p.rc.nt C5~) dhcount 0' the taM paid I. ollow.d. Int.re.t I. ch.rg.d b.glnnlng with flr.t day of dlllnquency, or nln. (9) lIanth. and on. III day fro. the dotl of deoth, to the dete of pav..nt. Tox.. which blca.. dlllnqulnt b., or. Januerv I, 19at beer Inter..t .t the tit. of .Ix 161.J plrclnt plr annul calculated at a dllllv rat. of .00016~. All ta... which beca.. dallnquent on or after January I, 1912 will b.ar int.relt at a rata which will v.ty fro' eal.nd.r yaIr to callndar yaar with that rat_ announced by the PA OIPart.lnt of Ravllnu.. The applicable Inhr..t nh. far t9llZ through 1995 ani '!W tnt.rut Rate Dftll~ tnt.r..t FRetor :w.r tnt.r." Pate Dally I"tar..t Fector 1982 ZO~ .000548 1917 OX .OODZU "U 16~ .0004)8 1918-1991 tlX .00nOI 1984 t1~ .oonat 199Z OX .000247 19a5 U~ .000lS6 1991-1994 1X .000192 1986 lOX .000274 1995 OX .OODZU ..tnt.re.t 11 cai.cul.t.d .. follow. I INTEREST = BALANCE OF TAX UNPAIO X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notica I.sued after the ta. boca... d.llnquant will roflect an intere.t calculation to ,Iftl.n tiS) d.y. b.yond the date of the a,'.S...nt. If pay..nt i. .ad. .,tar the Int.r..t ca.putation data shawn on the Notice, odditlonal Iht.ratt "u.t b. CIIlculated. DISCOUNt I INTEREST I -.I -. ".. ....... ..... ,~ . '. , ...:..------------- --......-.-----.---.-----____---::_-L- I , I 6 m I RECEIVED fROM, AMOUNT I I I I I JOAN C CONRAD 941111 98 .90:5.8b I I I 941111 99 s833.07 I bO DREXEL PLACE I "'It! 1 HWO "111.9:5 I NEW CUMBERLAND PA 17070 , I L '()(DHUf 'OlD Hf'f I I I ESTATE INfORMATION, I El fEN MBER i 21-1994-0731 BSN 199-0:5-8798 I I E1 AME Of DECED T ST fiRST MI I I II OAT PAYMENT I I I II PO TMAR A I CO NTY I CUMBERLAND I I AH m TOTAL AMOUNT PAID SI.870.ee REMARKS JOAN C. CONRAD / C SEAL CHECK* 27:58 t/. RECEIVED BY _ REGISTER OF WILLS ----------------------- -----------..- I I . "----- --..._~-----_;.-.~~.d~ 4-"'.i.'~"_. ~.'. , '- ~o~1 ~607 EX AFP (12-941* . CQHHDHWUL TH Of PENNSVl\lAHIA . DEPARTHEHT OF REVENUE (BUREAU OF INDIVIDUAL TAkES DEPT. 210601 HARRISBURG, PA 11128-0601 ;1/-;(32 -3 (. --()'15 -(,: ACN 94111198 :INHERITANCE TAX STATEMENT OF ACCOUNT DATE 04-03-95 I!.STATE OF CLARK SARAH A FILE NO. ZI 94-0751 DATE OF DEATH 01-02-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE AOORESS SHOWN. HAKE CHECK PAYABLE AND REHIT PAYHENT TOI , JOAN C CDNRAD 60 DREXEL PLACE NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Allaunt Re"ltted \ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ REV:ii.llTEX-AFP-rW:ij'i.-i------..ii-iiliiEiiiTAiiCE-fAX-STAfEHEti'riiF'-ACciiijjjf--ii..--------------- -- -- -- ESTATE OF CLARK SARAH A FILE NO. 21 94-0751 ACN 94111198 DATE 04-03-95 THIS STATEHENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHDWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE AND IF APPLICABLE A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-30-95 PRINCIPAL TAX DUE .___ 362.35 PAYMENTS (TAX CREDITS), DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 905.86 PAYMENT DATE 08-Z9-94 RECEIPT NUMBER MM91Z878 :0 :Om (i:.ll-' t'.) 9 nn c'" =l .. c; ~: r. U;' 0 _00 . , , ,- f l L "0<- p;4. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 905.86 543.51CR .OD 543.51CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I r-o - ~ ... . PAVPtEHT, o.tach the top portion of this Notlc. and .ubII!t with your p.~..,t aad. payable to the n... and eddre.. printed an the r.ver.. .... If RESIDENT DECEDENT .... chKk or ltORa_ order payable tal REGISTER OF WILLS, AGENT, If NON-RESIDENT OE:CEDEHT alike chack 0,. .onlY orde" pay.bl. to, COHHONWEALTH OF PENNSYLVANIA, All p~ya.nt. rec.lv.d .hlll be apPllad 'Ir.t to any Int.,...t which .ey b. due with any r..elnda,. ~llad to the teM. REFUND (CAli A ,..'und of . taM credit, which w.. not requa.ted on the Tax R.turn, .ay b. rlque.tad by coapl.tlng en ~Appllc.tlon 'or Refund of P.nn.ylvanle Inharltanc. 8nd Eeteta TIM" (REV-ISIS). Appllcetlon. ar. IVIllabl. at the Dfflc. of the R.llht.,. 0' WIU., any of the ZJ RevMUe Dlst,.lct Offlu. or froe thl Dapert.ant', 24-hour an.werlng 'Irvlc. nuabar. '0,. 'or.. orderlngl In Penn.Ylvanla 1-800-162-2051, out.ld. Pann'Ylvenla and within loc.1 Herrl.burg Ir.. (117) 7"-1094, TOO' (717) 772-2252 eKe.rlng lapalrld only), REPLY TOI Ou..Uon. rlprdlna arrors contained on thh notle. should be IIddr...ed tal PA Oepart.ant 0' R....enue" But..", 0' Indlvl~l 'ex.., ATTN, Po.t A......ant R.vl.w unit, Dept. Z10601, Harrl.burg, PA 17121-0601, phon. (717) 117-6505. DlSCOUHTI If any tlM due I. paid within thr.. ($) c.lendar eonth. after the d.cldent'. d..th, . 'Iv. plrcent (5%) dl.count a' the tax paid I. allowed. INTERESTI lntata.t II chetg.d b.glmlng with flrat day of dallnquency, 0,. nln. (,) aonth. and ana nJ dey frOll tha d.h of daath, to the data 0' pey-.nt. Tax.. which bac... d.llnquant bafor. January I, 1"Z baar Int.,...t at t~ rata of .IK (6XJ parc.nt par annu. calculat.d .t . dally r.t. of .000164. All taxa. which b.e... delinquent on and .fter January I, 19'2 will bear Int.relt .t . rat. which will vary fro. calendar ~'Ir to c.lendar ya.,. with that ,.ata announced b>> the PA Dlpert.ant of R.vanue. T~ appllcabla Inter..t r.t.e 'or 1'8Z thr'oUgh I"S ete. V..r lnt.r..t Rlt. Dally Inter..t Flotar V.e,. lnt.r..t Ret. nllly tnt.re.t Factor 19IZ z.~ .000548 1'17 .~ .000247 1915 16;( .000458 1'.....1991 1I~ ,000501 19" 1I~ .000301 1992 .~ .000241 1'15 U~ .00035' 1993"1994 n .00019Z 191' IO~ .000274 '99S .~ ,000247 ...tntar..t I. calculated I. 'allow.. INTEREST a BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "'Any Notice I..ued aft.r the hM becoa.. dellnquMt "Ill r.flect .., Inta,...t c.lculatlon to flit.." USJ dan beyond the data of the .......ant. If p.,.ant I. .Id. after the Inter.et co~tatlon data ~ on the Notlc., addltlOAal Intar..t .u.t be cllcul.ted. hV-1607 EX AFP 112094* . _ 00 ../-'COHHOHWUl HI Of PENNSYLVANIA .. \ D[PARIHENr OF REVENUE BUREAU OF INDIVIDUAL rAXES tJ(pr. 280601 HARRJSBURC, PA 17lZa-0601 I U - ) I}). -'? {. . (,-V \~-- (" lJ.~ o " vi ACN 94111199 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 04-03-95 ES ATE OF CLARK DATE OF DEATH 01-0Z-94 SARAH A I FILE NO. ZI 94-0751 COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE ADDRESS SHOWN. HAXE CHECX PAYABLE AND REHIT PAYMENT TO' , JOAN C CONRAD 60 DREXEL PLACE ~EW CUMBERLAND PA 17070 REGISTER DF WILLS CUMBERLAND CD COURT HDUSE CARLISLE, PA 17013 AMount R..Uted CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES .... iiE'v:U;iWEX--Aiiji'-n'2:94Y------Jiiiii-fiiii€iiifA'Ncif-fliif"s'i,'iiTEiiENf"'iiF"-li'i:"couN'T--iiiJi--------------- ___m ESTATE OF CLARK SARAH A FILE NO. Z1 94-0751 ACN 94111199 DATE 04-03-95 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION DF ALL PAYHENTS. THF CURRENT BALANCE. AND. IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT, 03-30-95 PRINCIPAL TAX DUE I ._________._..___.... 341. Z3 PAYMENTS CTAX CREDITS), PAYMENT DATE 08-Z9-94 RECEIPT NUMBER MM91Z878 DISCOUNT C+) INTEREST C-) .00 AMOUNT PAID 853.07 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I on :n:O Ctf) tI 3 p ..Ol (;I() n l'. ~ (' " ,. - :-0 !.::: (, ,.j 9. :r-...~ TOTAL TAX CREDIT 853.07 BALANCE OF TAX DUE 511.84CR INTEREST .00 TOTAL DUE SI1.84CR PAVttDlTI D.tach the top portion of thll Notice and .utMllt ..lth your paYMt'lt .ad. paYllbl. to the n... Md addr... printed on the r.v.r.a .Ide. If RESIDENT DE:CED[HT ... check or IIOneV order paYIlbI. tal REGISTER OF WILLS, AGENT, If NOH-RESIDENT DECEMNT aake ch.ck or aonay ordar payable tal COtmONWEAL TH OF PENNSYLVANIA, All pay.~t. r.c.lved .hall be appll.d flr.t to any Int.t..t which ..y be ~ ..Ith any r...lnd.r applied to the taM. REFUND (CA)I A r.fund of a ta. cr.dlt, Which .... not r.quI.tad on the T.. Return, .ay ba r.~.ted by coaplatlng an .Appllc.tlon 'or Rafund 0' Penn.ylvanl, Inherltanca Md Eltat. Tax. (REV-ISIS). application. ar. ay.ll~l. at the OfficIo' the RIgI.t.r of Willi, any of the IS R.vanu. DI.trlct OffiCII or 'roe the Dapart-.nt'. 24-hour an.werlna .arvlc. nuabat. 'or 'or. I orderlngl In Pannsylvanl. l-100-S62-2150, out.lda Pennsylvania and ..Ithln local Harrisburg .r.. (717) 717-1194, TDD. (717) 772-2252 (Ha.rlng lapllred only). REPLV TDI Question. r.g.rdlng .rron cont.lned on thl. notlca should be addr...ed to' PA Daplrtunt of Revenue, lunau of Individual Taxes, ATTNI Pa.t A......ant R.vlew unit, D.pt. 280601, Harrl.burg, PA 17121-0601, phone (717) 717-6505. DISCOUNT I I' any tlM ~ I. paid ..Ithln thr.. (S) cal~r aonth. .ft.r the decedent', da.th, a flv. patcant (5X) discount of the taM paid I. .Ilowed. INTEREST I Intara.t I. charg.d b.glnnlng with flr.t day 0' d.llnquency, or nine (9' .unthl and one (I' day 'ra. t~ data of death, to the d.t. 0' paweent. Tax.. which blc... dallnqu.nt be'or. J~rY I, 1982 b..r Int.r..t at the r.ta of .IM (6~) p.rc.nt par annua calculatad at a d.lly rat. of .000164. All taxa. which bee... delinquent on and Ift.r Janulry 1, 1912 ..Ill ba.r Intara.t at . rat. which will vary froe calendar year to calendar y.ar with that rat. announcad by the PA Dapartaant of R.vlnue. The appllcabl. Int.r..t rata. fa" 1912 through 1"5 ar.. Vaar Interut Rat. Dally Int.r..t F.ctor Vllr Intarut Ratl Dally Int.r..t Fecto~ 1912 ..X .00054. 1917 n .000"'7 1911 lOX .000451 1918-1991 IIX .000!0l 1914 IIX .ooosa! .". OX .00''''7 1915 ISX .000556 1995-1990\ 7lC .000l" 19" lOX .000274 1995 OX .00OZ47 --Int.rut I. calculated a. faUawl1 INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued .,tar the taM bacoaa. dallnquent will r.'lact an Intlr..t c.lcul.tlon to flft.an (15) day_ beyond the data of the .......ant. If p.pant II .ade eltar the Int.r..t coaput.t1on data shown on the NoUc., additional Int.r..t .....t ba calcul.tad. "' "-\ ~'~~. J I L\ ~d. ?}-'>J- ,R~V-1607 EX AFP (12-94* \ COHHOHWEAlTH OF PENNSYLVANIA DEPARTHENT OF REY<NUE INHERITANCE TAX ~~~~U'~6:~DI.IDUAL TAkES STATEMENT OF ACCOUNT MAARlsaURO, PA 17118-0601 -\-III-~; ACN 94111Z00 DATE D4-03-95 CLARK SARAII A FILE NO. ZI 94-0751 01-0Z-94 COUNTY CUMBERLAND HOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE ADORESS SHOWN. HAXE CHECX PAYABLE AND REHIT PAYHENT TO, " JOAN C CONRAD 60 DREXEL PLACE NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Allount R..1tt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .... iiEv:iliiWEX-AFP-nZ:94y------..ii-iNH€iiii:jiNC!"TAX-s'i'iifEiiENT-oF-Accciuiif--iii.-------------_._----- ESTATE OF CLARK SARAH A FILE NO. ZI 94-0751 ACN 94111Z00 DATE 04-03-95 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IH THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT, 03-30-95 PRINCIPAL TAX DUE,_ 44.79 PAYMENTS (TAX CREDITS), PAYMENT DATE 08-29-94 RECEIPT NUMBER MM91Z878 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 111. 95 00 c:ro- ~ c- o- 0'- \ :0 :Om (II (') \~.~ P ,: . ~:--.~ II' 000 ~ :). r.-. " '. '.... II .. .) " ~~ .-- l'J TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 111. 95 67.16CR .00 67.16CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN '1, HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ~~/ PAVtlEHTI Detach the top portion of thh NoUc. and subalt with vour p.pent aad. paY_I a to the nee. and addnu prlntad on the rav.rs. .Ide. 11 RESIDENT DECEDENT ..... check or IIOMV ordar ply_I. tal REGISTER OF WILLS, AGENT. 11 NOH.RESlDENT DECEDENT .aka check or san.v ordar pIvlble to, CO""ONWEALTH OF PENNSYLVANIA, All p.y.ant. rlc.lved shill be appllad 'Ir.t to any Int.r..t which .ay ba due with anv raaalndar appll.d to the tlX. REFUND (CA)I A r.fund 0' a taM cradlt, which wa. not raqua.tad on the TaM R.turn, ,IV b. rlqua.t.d by caapl.tlng an "Appllcltlon 'or R.fund Df Penn.ylvanll Inhlrltanc. and E.tata Tax. (AEV~IS1S). Application. at. Ivallabl. at the O,flca 0' the RIgl.tar of Will., any a' the 2S R.venue DI.trlct Offlca. or 'roa the DaPlrtlent's 24-hour an.w.rlng .arvlc. nuablr. for 'ore. ord.rlngl In Penn'Ylvanla 1-100-S6Z~20S0, out,ld. p.nn.ylvanl. and Nlthln local Harrl.burg .r.. (111) 111-1094, TOO' (111) 712-2252 (H.lrlng lapalrld onlv). REPLY TOI DUIIUan. r-aardlng .rron cont.lned an this nottee mould b. addr...~ tal PA D.part.ant of Aavenue, lun.. 0' Indlvldu.1 Taw.., ATTNI pa.t A.......nt Ravlaw unit, D.pt. 210601, Hlrrl'blJrg, PA 11121-0601, phon. (111) 117"6505. DISCOUNT I I' any taM dua I, Plld within thr.a (S) cal.ndar aonth. .,t.,. the d.cadant', d.ath, . flv. p.rc.nt (5~) dl.count of the tlW paid I. allow.d. INTEREST I Int.r..t II charg.d b.glnnlng with flnt day 0' d.llnquencv, or nln. (" eonth. and ana (1) day 'ra. the data of d..th, to the data of pIPlnt. TaxII which bee... dlllnquent b.for. JlII'IUaty I, 1912 baar Intarast .t thll rat. of .IM (6~) percent p.r ~ calculatld at I dally rlta 0' .ODDI64. All taxI' which b.c.aa dallnqulnt on and .,t.r Janu.ry I, 1912 will b"r Intlr..t at . rat. which will vary fro. c.lendar y..r to c.lendar v.ar with that r.t. announcad bV the PA D.part.lnt of R,vanu.. The appllcabl. Intar..t r.ta. 'or 191Z through 1995 ar., Vaar Intan.t Rata Dally Interut ractor V.ar Int.rut R.t. Dally Int.nst FHtor 1912 Z'X .OD0548 1917 OX .000247 1915 "X .DODUI 1911-1991 llX .UnOl 1914 llX .0anDI I99Z 'X .ooozn 1915 ax .ODDS" 1"'-1"" 7lC .00019Z 1916 lOX .000274 199. 'X .000241 --Int.ra.t II c.lculated .. '01101111 INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYB DELINQUENT X OAILY INTEREST FACTOR --Anv Notlca I..ued .ftar thll tax bac~. dellR4Ulnt will ra'lHt an Intera.t calcul.tlon to fl,teen (IS) daYI beyond the data 0' the ......eant. l' p.yaant I. .ads .,tar the Int.r..t coaputatlon data .hown on the Natlca, additional Int.r...t IlUst be calculatad. . ~1607 EX AFP 02-94_ t/' R~~;.wALlH Of PENNSYLVANIA . DEPAArHEHT Of REVENUE BUREAU OF INDIVIDUAL TAkES DEPT. lIUOl HJRAJSIUAG, PA 11121-0601 It -.;n,~ - 2> (,.t () .,/ ACN 94111198 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 05-15-95 S T OF CLARK SARAH A FILE NO. ZI 94-0751 DATE OF DEATH 01-0Z-94 COUNTY CUHBERLAND NOTE, TO INSURE PRO~ER CREOIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE ADDRESS SHOWN. HAXE CHECK PAYABLE AND REHIT PAYHENT TO, , JOAN C CONRAD 60 DREXEL PLACE NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CD COURT HDUSE CARLISLE. PA 17013 A.OW1t R..ttt.d CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR FILES ..... R EV:i6iij-Eif-AFP-fi'~r:94'r-----.liiii'--iiiiiiiiiTANi:'E--TAif-sTiifiH'E-riT-ii"-AccDu;if--.-ili--------------------. ESTATE OF CLARK SARAH A FILE NO. ZI 94-0751 ACN 94111198 DATE 05-15-95 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF TNE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-30-95 PRINCIPAL TAX DUEl. 36Z.35 PAYMENTS (TAX CREDITS), PAYMENT DATE 08-Z9-94 04-Z4-95 RECEIPT NUHBER MH91Z878 REFUND DISCOUNT (+) INTEREST (-) .00 .00 AMOUNT PAID 905.86 543.51- -'- " "I r',J C1\ ~~ , .f'::! \0 :"J ~. 'e I 1..D(C a: >- :~ 36Z.35 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE II~ P, ., .."j. :- E .~ :i 0u · IF PAID AFTER THIS DATE. SEE REVERSE SlOE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I \. PAVJtEHTI Detach tIM top portlan 0' thh NoUce IInd IUbaIt with your p.pant .ade pay.tll. to ttM n... and Ildclr". prlntad on ~ rav.r.a .Ide. If RESIDENT DECEDEHT aalea check or ~y order pnllbla tat REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT aaka chack or aonev order p.yable tOt COHHOHWEALTH OF PENNSYLVANIA. All p.yanh rM:.lv.d shaU be appllltd flr.t to env Int.r..t which .ay ba dua ..Ith MV r_lndar appllad to the tu. REF\IID (CAli A nflnl 0' . to cradlt, ""Ich .... not reque.tad an the TaM Ratutn, ..y tM r..,..tad by caaplaUna M ~Appllc.tlon 'or Rafund 0' Pann.ylvanl. Inheritance and Eltat. Tax" (REV-ISIS). application. are ev.IIDbI. at the D"lc. 0' tho Ragllter 0' Will., any 0' the IS Ravenue Dllt,.lct D"lca. or 'roe the o.part-.nt.. 2'-hour an....rlng ..rvlce nuabar. 'or 'orl' ardarlngl In PannlYlvenl. 1-100-562-2050, out.lde Penn.ylvanl. IInd within local Harrllburg ar.a (717) 717-1094, TOOl (711) 17Z-2Z52 (Hearing lapalred only). REPLV TDI Que.tlon. regarding .rror. contained on thh notlc. .hould b. addr...ad tal PA Daplrbant 0' Rev...., lure., 0' Individual Taxa., ATTNI POlt A.....eant Ravl... unit, Dept. 210601, HarrIsburg, PA 17121-0601, phone (717) 717-6505. DISCOUNTt If any tax due .. paid within thra. (5) calandar aonth. aftar the decadent'. daath, a flve percent C5X) dhcount 0' tIM tBJC paid .. aU~. IHTERESTI Int.r..t h chIIrllad baglmlng with flr.t day 0' daUnquancy, or nine (9) ..,th. and OM (1) day 'roe tha dlit. 0' daath, to ~ date a' paw-ant. Taxa. ""Ich bee... dallnquent be'ora Jenuarv I, 1912 tMar Int.ra.t at tIM r.te 0' .IM (6X) parcent par annul calculatad at I dally rata 0' .000164, All tlxa. which bee... d.llnquent on IInd I,tar January 1, 1911 will baar Int.ra.t at . rata ""Ich will VlrY 'roe c.l~ar yaar to calend.r yaar with that tat. ennouncad by thl PA Departeent D' Revenue. The appllcabl. Intara.t rata. 'or 1912 through 1995 araa Veer Intere.t Rat. Dallv Int.r..t Fector Va.r Intera.t R.t. Dally Intar..t Factor 1911 ZDX .000541 1917 'X .000241 I." 16X .0004)1 1911-1991 ll~ .00U01 1.64 UX .00UOl 199' .X .000141 19a5 UX .000556 1995-1994 7X .000191 I... 10;( .Ooa274 1995 'X .000141 ."'Intar..t I. calculatad a. fallow'l INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Notlca I..uad .'t.r the tlM baeo.a. dallnquent will r.'I.ct an Int.r..t calculation to 'I,taan (15) dav. bavond ttM data 0' thl .......ant. I' p.yeent I. .ade aft.r the Intar..t coaputatlon data .hown on the Notice, addltlon.1 Int.r..t au.t b. calculated. ~-L -1607 EX AFP (12-94* \:~AlTlt Of' P[HHSVLVANIA . DEPARntENT Of REVENUE BUREAU Of INDIVIDUAL TAkES DEPT. 210601 ttARAtslURO, PA 17121-0601 1'/'). 'U--3 ACN 94111199 , IY J- Ot/ INHERITANCE TAX STATEMENT OF ACCOUNT DATE 05-15-95 ESTAT 0 CLARK SARAH A FILE NO. ZI 94-0751 DATE OF DEATH 01-0Z-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FOR" WITH YOUR TAM PAYHENT TO THE ADDRESS SHOWN. HAME CHECM PAYABLE AND RE"IT PAY"ENT TO, , JOAN C CONRAD 60 DREXEL PLACE NEW CUMBERLAND PA 17D70 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 AMount R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... iiEV=iioiii-ix-iiFP-n2'=94yu----....--fNHE'iii'TANCE"i'lix-iii'A'TEiiEIWiiF-li'ifciiuiiTuji....--------u-------n-- ESTATE OF CLARK SARAH A FILE NO. ZI 94-0751 ACN 94111199 DATE 05-15-95 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A S~RV OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAY"ENTS. THE CURRENT BALANCE. ANO. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-30-95 PRINCIPAL TAX DUE I. 341. 23 PAYMENTS (TAX CREDITS), PAYMENT DATE 08-Z9-94 04-24-95 RECEIPT NUMBER MM91Z878 REFUND DISCOUNT (+) INTEREST (-) .00 .00 AMOUNT PAID 853.07 511 fj'f? , '0 \)1 :0 :1'10 5:; --..; "I 0\ :.vL r, -., - ~ _, . \C) \~\ " l, (. -~., . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF AODITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE OUE A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 341.Z3 ,DO ,DO .00 PA'ntEHT1 O.tech the top porUon a' thh NoUca Met lubIIlt with your paYHnt .1Ide paplll. to the n... and eddr... printed an the r.v.r.e sid., If RESIDENT DECEDENT .... check or 'CIM~ ordlr paylllbl. tOI REGISTER OF WILLS, AGENT, If NON-RESIDENT DECEDENT .... chack or .an.y ard.r P.ylllbl. tal COtufONWEALTH OF PENNSYLVANIA. All papenh tacalvad .hall b. applhd first to any Int.t.d which .ay be dutI with any reAlnd.r applled to the tu. REFUND (CA)I A ra'und a' a tu credit. which w.s not requ..t.d an the Tax R.turn, .SY b. r.que.tld by coapl.tlne an "Appllc.tlon 'or A.fund 0' P,""sylvanla Jnh.rltBnCe and Estats Tax" (REV-ISIS). applications Ir. avallabl. at the Off Ie. 0' the Reglat.r of Wills, any of the lS R.venue DI.trlct O"lc.s or 'ra. the Oapart.ant's t~-hour an.warlng ..tvlc. ~r' far 'or.. ordarlnGI In Penn,Ylvanla l-loa-S62-lasa. out.ld. Pennsylvania and within local Ilarrhbutg are. (7171 787-IOIM, TOOt (717) 772-2252 (H.arlng 1..ltad only). REPlV TOI QUIlIUon' tegatdlng error. contalnad on this notice ahould ~ eddr...ad tOI PA Dap.rt.ent a' Aevenue, lun.. 0' Indlvldu.l Tu.., ATTNI pa.t A.'.'..~t R.vl.w unit, D.pt. 280601, Harrl.burG, PA 17121-0601, phone (717) 787-6505. DISCOUNT I If any tu dull Is paId within thr.e IS) calendar IIORth. aft.r the dacadWlt'. d.ath, a flv. p.rcent (5~) discount of the tu paId Is allowed. INTEREST I Intare.t Is charged b-alnnlng with first d.y of d.llnquency. or nine (9) lontha and one (1) day 'raa the data of d.ath. to the data of pav.ent, Taxa. which bac... delInquent b.fors Januaty 1, 1982 b.ar Inter..t at the rst. of .IM (6X) percent psr annul calculatad at . dally rat. of ,000164. All tax.. which bee... d.llnquent on and .ft.r Januaty I, 19&2 will b.ar lnt.r.st at a rat. which will vaty 'rol calendar yaar to calend.r y..r with that tata announced by the PA Dapart.."t 0' R.vanue. Th. appllcabl. Int.r..t rat.. far 19&1 through 1995 aral Va.r Int.r.st Rat. D.lly Inter..t Factor V.ar Intatut Rat. D.lly Int.r..t Factor llJa2 ... .000548 1987 .. ,000247 1915 16% .0ao/fS& 19&8-1991 11' .000501 I... 11% .000501 ,,,. .. .000247 llJa5 U. .000556 1995-1994 7X .000192 1986 10. .000274 I'" .. .000247 --Intarut I. c.lculated a. 'allow'l INTEREST D BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. Is.ued aft.r the tax beco... d.llnquent will re'l.ct an Int.ra.t c.lculatlan to ,l,t.en (15) day. b.yond the data a' the a......ant. I' p.yaant Is lad. aft.r the Inter..t coaput.tlon data .hown on the Notice, additional Int.r.lt au.t b. calculatad. ~V~1607 EX AFP (12-94* . ClIluJ,HWUllll OF PENNSYlVANIA DEPARtHENT OF REVENUE BUREAU Of INnlYI0UAL TAMES DEPT. '10601 ItARRISBURC, PA 111U-0601 (. - /; 1/.1) C / t/ - ,;l :J .~ - .3 ~ .- ~O~ V ACN 94111Z00 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 05-15-95 ESTATE OF CLARK SARAH A FILE NO. ZI 94-0751 DATE OF DEATH 01-0Z-94 COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PDRTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REHIT PAYHENT TO, , JOAN C CDNRAD 60 DREXEL PLACE NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 A.ount R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... REV=il.'iii"Ex-AFP-nz-.:ii4y------iiiiii-iNH'ER'ii"ANcif-i'Ax-s'i'jiiiiiE-tii'-'if"-Acccii.ij.ji--.-iii--------------------- ESTATE OF CLARK SARAH A FILE NO. ZI 94-0751 ACN 94111Z00 DATE 05-15-95 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHDWN BELOW IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-30-95 PRINCIPAL TAX DUE, 44.79 PAYMENTS (TAX CREDITS), PAYMENT DATE 08-29-94 05-01-95 RECEIPT NUMBER MM912878 REFUND DISCOUNT (+) INTEREST (-) .00 .00 AMOUNT PAID 111.95 67.16- -, ('.J ~\J <- . ':j~~ 0, "J a:. u. 11'\ ::1\ ~5 ou TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 44.79 .00 .00 .00 >-- '::r. .~- . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PA VJtEHT I DetKh the tap porUon 0' thh Notlc. end .ublIlt ..Ith your p.yaant ... papbl. to the n.-. and IMSdr... p..lnt~ on the tav.r.. .Ide. If RESIDENT DECEDENT uka check or .oney order payable tal REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT aaka check 0" aooay a..d... paYabh tal COHHONWEAL TH OF PENNSYLVANIA. AU pav..,ts rltC.lvad shaU tMi appllad first to any Int.r.st which ..y b. dlMl ..Ith any .....lncM,. eppllld to thtI tu. REFUHD (CA)I A refund 0' a tu crldlt, which .... not requ..tad on thl Tax R.turn, .ay be r..,..tad by coapllUna lW'I "Appllcatlon for R.'uncI a' Pann.ylvlW'lla Jnherltanc. and E.tata Tax" (REV"Ul;U. AppllclUan. ar. avaUabla at the O'flc. of the Ragl.t.r of Will., any a' the 25 R.venue DI.t..lct Offlc.. or frol the Depart.ant'. 24"hour an.warlna ....vie. nuab.r. 'or fat.. ord.rlnal In Penn,Ylvanla 1"800"562"2050, out.lde Penn.ylvanla and .,Ithln local H.rrlsburg ara. (111) 181"8094, TDO' (117) 712"2252 (H.arlng 1~llrad onlWJ. REPLV TOl Qu..Uon. reg.rdlng .rrar. contalf*CI on this notlc. should be addru.ad tal PA Dlp.rt.."t of R.Vanull, Buraau of Jndlvldual Tax.., ATTHI Po.t A......ant R.vlew unit, Dept. 280601, Harrl~rg, PA 17IZ8"0601, phone (717) 787-6505. DISCOUNTJ If any tu due I. p.ld .,Ithln thra. (l) calanctar aonth. aft.r tha dltCadent'. d.ath, . flva parcant (5X) discCKnt of the tu paid I. allowed. INTERESTJ Internt" chatpd baalmlng .,lth flt.t day 0' d.llnquency, or nln. (9) Nnth. and OM (1) day frH the data of death, to tha data 0' payaent. Tax.. which bae... d.llnquent bafor. January 1, 1982 baar Int.rl.t at the rata of .IM (6X) p.rcent p.r annua calculatact at a dally rata of .000164. All taxe. which bee... delinquent on and a,ta.. J.nuary I, 1982 .,111 baar Int.r..t at a ..at. which .,111 v.ry 'ro. calendar yaa.. to cal~r y.ar ..Ith that tat. announc.d by tha PA Depart.ant of Revenue, Th. appllcabl. Int.t..t rata. 'or 1982 through 1995 ar., V.ar Intera.t Rat. D.lly Int.ra.t Factor V.ar tnt.r.st Rata Dally Int.r.st FltCltor n8Z 20X .000548 1987 'X .000Z47 ".. I6X .000453 19&1"1991 lIX .000501 "" lIX .000501 199' OX .000247 1985 nx .000556 1995"1994 nc .000192 1986 lOX .000Z74 '99' '2 .00D247 ...tnt.rut I. calculated a. fallow., INTEREST a BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR ....Any Notlc. I.,uad .,tlr the tax baeD... d.llnquent will ...'l.ct an Intara,t calculation to fl,taan (15) day. bayond the data 0' th. a.....aent. I' pa~ant I. .ad. a,tar the Inter..t coaputatlon d.ta shown on the Notlc., additional Intera.t .u.t ba c.lculatact.