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/EV-lS48 EX AFP IIO-931*,
CO""OHWUllll or P[NNSYlVANIA
D(PAAIH(HI or REVENUE
I\UIf(AU or INDIVIDUAL fAkES ~ . . '
DIP'. ..eobol
ItARIUSBUNO, PI 1112'8'0601 -=
lIoTICE OF IIIIIERITAIICE TAX
APPRAISE"ENT, ALLoHAIICE OR olSALLoHAIICE
OF oEOUCTIOII" AIID ASSESS"EIIT DF TAX DII
JDIIITLY IELo OR TRUST ASSETS
DATE 12-26-94
ESTATE OF WOLF
M DATE OF DEATH 04-21-94
CUMBERLAND
COUNTY
RUTH
FILE NO. 21 94-0759
ACN
94126637
S,S/D,C, NO, 174-05-1750
BETTY L DELP
130 E RIDGE ST
CARLISLE PA 17013
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
AliQuot R...Ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-iv:is4-i-EX--AFP--iib-:93j------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
DATE 12-26-94
ESTATE OF WOLF
RUTH
M DATE OF DEATH 04-21-94
COUNTY
CUMBERLAND
FILE NO, 21 94-0759
TAX RETURN WAS,
S,S/D,C, NO. 174-05-1750
IXI ACCEPTED AS FILED I I CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
94126637
FINANCIAL INSTITUTION, FARMERS TRUST COMPANY
ACCOUNT NO.
5-58516
TYPE OF ACCOUNT, () SAVINGS llO CHECKING I I TRUST I I TIME CERTIFICATE
DATE ESTABLISHED 03-01-79
Account Balance
Porcent Texeblo
Amount Subjoct to Tex
Debts ond Deductions
Toxoblo Amount
Tox Reto
Tox Due
525.45
0,500
262.73
,00
262.73
,06
15.76
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."
x
x
TAX CREDITS:
PAYMENT
DATE
08-27-94
RECEIPT
NUMBER
MM912889
DISCOUNT 1+1
INTEREST 1-)
.00
AMOUNT PAID
15.76
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER TillS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, .
I IF TOTAL DUE IS LESS THAll $1. ND PAYHEIIT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( eft), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS, I
15,76
.00
,00
,00
~, ,. ..
PURPOSE OF
HDTlCEI
To fulfill thl r.qulr...nt. of S.ctlon Zl~O 01 the Inherltancl and E.tet. tlW Act, Act zz 0' 1991. (72 P.S.
S.cUon 21ltO>>.
PAYHEHTI
D.tach thl top portion of thl. Hatle. end lubelt with you~ p.y~ent to the Regl.ter of Will' printed on the
r.ver.e .Id..
~~ Haka check or ~on.y order payable tal RECISTER OF WILLS, ACENT.
All pay..nts received shall flr.t be applied to any Intere.t which .ay be due, with any re..lnd.r applied to the taM.
REfUND (CR)I
A refund of . t.M cr.dlt, which wa. not reque.ted on the taM return, .ay b. reque.ted by coapletlng an "Application
for Refund of P.nn.ylvanla Inherltanca and E.tate TaM" (REY~1313). Applications ara available at the Offlc. of
the Ragl.tar of Will., any of the 23 R.v.nua DI.trlct Offlc.. or by c.lllng tha ,p.clal Z~-hour .n.warlng .ervlce
nu.ber. 'o~ for.. ord.rlngl In Pann.ylv.nl. 1~800-36Z-2050, outs Ida Pann'Ylvanla and withIn local
Har~hburg araa (111) 141-809~, lDDa (111) 172~22SZ OI..rlng lap.lrad Onh).
OBJECTIONS. Any party In Intara.t not ..thflad with the .pprol....nt, allowance or dl"llowane. of d.ductlon. or ........nt
of taM (Including dl.count or Inter..t) .. .hown on thl. Not Ie. .ay Object within .IMty (60) day. of receipt of
this NoUc. bYI
--wrltt.n prot..t to the PA napart..nt of R.venue, Board of Appeal., napt. Z810Z1, Harrl.burg, PA 11128-1021, DR
-~olectlng to h.v. the .att.~ d.teraln.d at the .udlt of the account of the p.r.onal ~.pre..ntatlva, DR
-~app.al to the Orphan.' Cou~t
ADHIN-
ISTRATJVE
CORRECTIONS I
Factual arror. dl.covarad on thl. ........nt .hould b. addr...ad In writing tal PA napart..nt of Ravanua,
Bur.au of Individual Ta_a., AlTNI POlt A.......nt Ravllw Unit, DEPT. 280601, HarriSburg, PA l11Z8-0601
Phon. (711) 187-6505. Sae page 3 of the booklet "Inltructlonl for Inh.rltanca TaM R.turn for a Relldant
D.e.dant" (REV-1501) for an eMPlanatlon of ad..lnhtretlvalY correctabla orror..
DISCOUNT,
If any taM due I. paid within thrae (3) cal.ndar .onth. aftar the d.c.dent'l da.th, a flv. parcant (5~)
discount of tha t8M paid II allowad,
INTEREST I
Int.re.t I. charg.d beginning with flr.t day of dellnqu.ncy, or nlna (9) ..onth. and one (IJ day
fro. tha data of de.th, to the d.ta of pay.ant. T.Ma. which beca.e dallnquent before Januar~ 1, 1982
bear Int.ra.t at tha rat. of .1_ C6XJ perc.nt par annu. calcul.t.d at a dally rata of .000164.
All ta_.. which bec:e..a dallnquant on or e"ar Janu.ry 1, 1982 will bur Int.,nt et . rate whlc:h will very fro.
calandar y.ar to calendar yaar with that rat. announcad by the PA D.part~ent of R.v.nu.. Tha appllcabla
Inter..t rata. for 1932 through 1995 eral
'tm Int.rll.t Rlltll Dllllv Intorut Fntter lor Intoro.t Rntll Olllly Intorolt F'neter
193Z ZU .000548 1987 OX ,000247
1983 16iC .00043a 1988~1991 llX .000301
1984 lliC .000101 1992 .~ .000241
1985 In .000356 1993-1994 ,~ .000192
1986 1O~ .000214 1995 OX .000;!47
ulnter..t is calculated .. followl!
INTEREST = DALAIICE OF TAX UIIPAIO X NUnDER OF DAYS DELIIIQUEIIT X DAILY INTEREST FACTOR
-~Any Hotlce I..uad .ft.r the t.M boco... d.llnqu.nt will r.flact nn Inter..t calculation to flft..n (151 dey.
bayond tha dllt. of the ft,.......nt. If pay..nt I. ..ade .ft.r tha Intaro.t co..put.tlon date .hown on tha
Notlc., addltlonftl Internt .u.t ba calculalod.
... ~. .-. -.... -., -. .
- -'- - -.-, ~--- -.- - -- --- -.- - -- .-- -- ---~.- -- --.- .._.. ----- - - - - --- - ---
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!.......'.,' '.~' ..'....'...."'."'.......'.. .l'.."'.,.l...'.../f..~..'....."...'...'.,..." "'''. '., '..
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24\(t;;,!,'.<?i ~;.",i\ii!'(';;IJf,P.J',,,;;i;;COMMONWEALTH.OF,:PENNSyLVANIA c;'Ji,'t"."';!;:'T,':'.,7.' . . . ..;
~~~f~.~ ,~.~~~~.~.~~. ~:~*~~~~i;~~%~1~?;;:~~:~/~~r~~!~!~~;~;~~E~ti(!!;~~j~,f:~;~~ff~~/{~":~\'~::-;:"~:::,?.~: ;...;,:'~[',"}'. \:>::;':: '.-;~.~~I--~:. ~.:, . !,
1~~ii',;,~jt;A~t'lri9mc:I~~ ~~~E.,p,r\~;~E.t:lNf(LV.~~I~ .'NI:lE~!T~~~t;E.,N1,~EST~TE rAX < "::'?~o 0,0: "c} t,), ..<<..' 0'
ACN
ASSESSMENT Il'
CONTROL ~
NUMBER
RECEIYED FROM,
i
AMOUNT
BETTY L DF-LP
<,I't! 2bb37
$15.76
130 E RIDGE STREET
CARLISLE PA 17013
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21-1994-0759
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SSN 174-05-1750
IR MI
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REGISTER OF WILLS
m TOTAL AMOUNT PAID
RECEIVED ~'1;!)
MARY C. LE:WI
REGISTER OF WILLS
REMARKS
DETTY L. nr,LP
SEAL
CHECKtI ::39b6
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REV-1S43 EX AFP (1-911 *'
CLr.-..'NWEAlHt or 'IENHSVIVAHIA
DEPANTH[HI Dr R[V[NU[
BUREAu or INDIVIDUAL TAX[S , '.'
DEPT. Zatl601
ItAAAlSaURG, II" 17128-0601
Il!- 'J 7,).- I ~
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21- 9 '/-7S"1
94126637
06-28-94
ESTATE OF WOLFE
S,S, NO. 174-05-1750
DATE OF DEATH 04-21-94
COUNTY CUM8ERLAND
TYPE OF ACCOUNT
M ~ SAVINGS
CIIECKING
TRUST
CERTIFICATE
REHIT PAYHEIIT AIIo FORHS TO,
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
RUTH
DELP
130 E RIDGE ST
CARLISLE
BETTY L
PA 17013
FARMERS TRUST COMPANY hu provided U.. Depart..nt with the Inlor...tlon Ihted below which hu bell" u..d In calc:ullltlnll the
pat.ntl~l ta. du.. Their recorda Indicate thftt Ilt the death of the ebo". dacedant, you ..er. II Joint owner/beneficiary of thl, IlCCOunt.
II you hel thlt InfornUon Is Incorrect, phil" (lbt.ln wrltt.n correction fro. tha financial Institution, attach. copy to this for.
..~ ...t:.Jr'" It '0 t.., ",r'.'t: ..;1........' 1hl. ............, I.. t"..~~I,. I" "~~(Ir"."". wit" ttt. h.II.,.I.,...... '"lo' I,,,.. nf thot COII.on..1l1ll1th 0' P.M....lvllnl..
Qu..tlon. ..y b. an.w.r.d by calling (117) 787.8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account 110. 5-58516 o.t. 03-01-79
establiahed
To In.ur. prop., credit to your account, two
(2) copl.. of thl. notln .u.t acco.p.ny your
pay..nt to the hghhr of Willi. Hake ch.ck
pey.ble tOI "Righter of Wl1h, Agent...
Account ealance 525, (.5
Parcent Ta)(able )( 50.000
Allount Subj.ct to Tax 262.73
Tax Rata )( .06
PotenUal TaK Due 15.76
PART TAXPAYER RESPONSE
[01 FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE I
A, 0 Th. .bove Infor.llt1on and tall due Is cornet,
1. You .ay choo.. to r..it p.y..nt to thl R.ghhr of Wllh, with two cop Ie. of thlt notic. to obtain
a dl.count or avoid Int.re.t, or YOU ..y chack bOll "A" and r.turn thl. not lei to the Regl.t.r of
will. and an officIal a.......nt will ba I..uld by thl PA Clp.rt.ent of Revlnul.
NOTEI If hue paY.lntl ar. .ado within three
U) .onth. of tho decld.nt.s date of duth,
yoU .ay d.duct a S:C discount of the tllllC due.
Any Inh.rltance tall dus will blco.e d.llnqullnt
nine (9) .onth. aftlr thl date of dlath.
[CHECK ]
ONE
BLOCK
ONLY
8. c:J Thl above ....t ha. blln or will bl report.d and tall paid with the Penn.ylvania Inheritance Tall return
to ba fllad by tha dacldant'. repra..ntatlv"
C. c=J Th. above Infor.a\lon 1. Incorrlct andlor dabts and deduction. w.rl paid by you.
You .u.t co.plete PART 0 andlor PART 0 bllow.
If you indicate a different taK rat., plea.. stat. your
r.lationship to decadantl
PA
OFFICIAL USE ONLY 0 AAF
D~~~RTMENT OF REVENUE
PART
~
TAX Rt.TURN . COMPUTAllilN
LINE 1. Oat. E.tablishad
2, Account Dalanc.
3. Parcant Taxabl.
4. Anoun! Subject to TaK
S. Dabt. and Deductions
6. Anoun! Taxabl.
7. TaK n.ta
8. TaK Du.
TAX Ol<l J07f~Y '7;;: fST I,CCOUI.7:"
OF
1
2
3 X
4
5
6
7 X
8
P,iO
1
2
3
4
5
6
7
8
CLAIMED
PART
@]
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Lina 5 of raK Conput.Uon)
I
$
Under panaltt.. of perjury, I declare that the facts I
co~p~to tho b~~dO"lodg: .nd b.lI.f.
TAXPAdTURE 'J--
have reported abov. Ire truI, correct .nd
HOME 17/7) ,;; <f.3-cto ~ h
WORK I il~ f ) ~-~-7;~
TELEPH E NUMBER A
.,
GENERA~.fN~oRMATION
, "
1. FAILURE TO RESPOND WILL RESULT IN AN OFFlCIAL'"n)( ASSESSHENT with appllCllbl. Int.r..t band on inlor..Uon
lIubal\hd by the flnBnel.. Institution. . ,.
Z. Inh.tltanea tllX baeo... dallnquant nln. lIonths .'\,r 'tha dllclldant'. data of d..th.
S. A Joint eeCDunt I. 'a.abl. IIVlln though th. d.cadlln". n... w.. add.d .. II ..ttar of conv.nl.nell.
4. Account. I Including tho.. held bat",.." hu~d nnd wl,.1 which tha dllclldant put In Joint n.... within on. y..r prior to
d.ath .t. fulh tanbl. .. transf.r.. "
5. Account. ..'ftbll_had Jolntlv batw..n husband IInd wlf. liar. than on. V,., prior to d.ath .t. not 'aMabl.,
6. Account. hald by II decadant "In truI' for" enothar or olhar. .r. t...bl. fully,
or
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BlOCM A . Jf tha lnlor..llon and coeput.tlon In the not Ie. er. corrlct .nd dlductlon. .r. not b.lng clll..d, pl.c. .n "X"
In block "A" of p.rt I of the "'...p.)'.r R..pon.." ..ctlon. Sign two cop I.. I!lnd .ub.1t th.. with your ch.ck far the I!l.aunt of
t.. \0 thl R.gl.'.r of Will. of the county Indlc.t~d. 'h. D.p.rt..nt of R.v.nu. will I..u. I!ln offlcl.1 ........nt
(Far. REV.15~~ [M) upon r.c.lpt of thl R.turn fro. the Aagl.'.r of Will..
2. BLOCK B ~ If the I!l...t .plclflad on thl. natlc. he. b..n or will bl r.partad and ,... paid with the P.nn.ylvenl. Inherltanc.
Ta.. Raturn fll.d bv the dlcadant", rapr..entatlva, plac. .n "X" In black "BOO of Part I of the "Ta.pey.r R..pon.." ..ctlon. Sign on.
cop)' .nd r.turn to the PA D.p.rt..nt of Aev.nu., Bur.au of Indhddu.1 T...., Dept 280601, Il.rrhburg, PA 17128.0601 In the
anvelope provld.d.
I. BlOCK C . If the "otic. lnfar.lltlnn h lno:~"r.~t lIIIn"'nr d.ltllrttnr~ .., to-Inti eI"h.." ,"'''C.. "'""Ioc "f'" ...... en!!,.I..t. P..~t. Z .,.1'1 !
.ccordlng to tha In,tructlon. balow. Sign two copl.. .na .ubalt th.. with your ch.ck for the ..ount of t.. pa)'.bla to the Ragl,ter
of Will. of the county Indlc.tad. Tha PA Dap.rt.ant of Rlvanua will I..ua I!ln offlcl.1 ........nt (Fora REV.15~a EXI upon racelpt
of the return fro. the Aa.hhr of willi.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Enter tha d.te the .ccount orlgln.lly wa. .Itabll.had or tltlad In th. aann.r a.l.tlng I!lt d.t. of d..th.
NOTCI For e dMc.d.nt dying .ftar 12/1218Z1 Account. whiCh tha decadent put In Joint n.... within ana (II y.ar of da.th .ra
h.abl. fully a. tran,f.r.. Itowev.r, thera II .n a.clullon not to ...cud 11,000 p.r tr.In.hr.e reg.rdl.., of tha v.lu. of
the account or tha nuebar of accountl h.ld.
If . double a.tarllk ("lIIl app.arl bafor. your flr.t na.a In the addr'l. portion of thl. notlca, the IS,OOO ...clu.lon
alre.dy ha. b.an daductad fro. tha account bal.nca a. raport.d b)' the flnancl.l In.tltutlon.
,. Entar the total balanc. of the account Including Inter..t accru.d to tha data of da.th.
S. Tha p.rcent of tha account that I. taxabla for .ach lurvlvor I. det.relned al follow'l
A. Th. perc.nt ta_able for Joint ....t, a.tabll.h.d .or. than one yel!lr prior to the decad.nt". daathl
I DIVIDED IV TOTAL NUHIEA OF
JOINT OWNERS
haeplal A Joint ....t n.llt.rad
DIVIDED IY TOTAL NUHI[A OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In tho nae. of the d.c.dent and two oth.r perlonl.
I DIVIDED IY S CJOINT OWNERS I DIVIDED BY 2 (SURVIVORS) . .167 X 100
16.7;( nAMABLE FOR EAClt SURVIVOR I
B. Tha parcant t...abla for a.,at. craat.d within one vear of tha decadentt. de.th or account. owned b)' tha d.c.d.nt but hald
In tru.t for another Indlvlduall.) (tru.t b.neflclarlU)1
1 DIVIDED IV TOTAL NUHIER OF SURVIVING JOIN'
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXAILE
E....plal Joint account re.l.t.red In the naa. of the d.cedant and two othar parlon. and a.tabll.had within ana va.r of daath b)'
tha decadant.
I DIVIDED IV Z (SURVIVORS) . .50 X 100 . 50;( nAXAllE FOR EACIl SURVIVOR I
4. Tha aeount ,ubject to tax Cline 41 I. d.tar.lnad bv .ultl~lvlng the account balanca (11nl ZI bv the parc.nt t...abl_ Clln. I).
S. tilt., ti,,, \ul.1 "f ,he. deDu ana 0110"1:\1:11"',11 !i.tl" In P.ft ,).
6. Tha a.ount t._abl. (1lna 6) I. d.t.r.lnad by .ubtractlng tho debtl and deductlonl (lln. 5) fro. tha a.aunt IUbjact to ta. (line ~).
7. Ent.r the appropriate ta.. rata Cline 71 a. det.r.ln.d b.low.
A. 1ran.ferl to Iln.al dalcandant. Including fathar, .oth.r, hu.band, wlfa, Ion, daught.r, grandchlldr.n, .on.ln-Iaw,
daughter.ln.!aw, .tapchlld and thalr "Iue lira tuabla at Ih parcllnt (6:e).
a. 'ran,'er. to all othar. IncludinG broth.r, Illtar, uncle, aunt, n.ph.w and nlllcl ara la..bl. at flft.en percant (15:(1.
C. If vou changa tho taM r.ta, pl.a.. ,p.clf~ your relatlon'hlp to the dacedent In the .ra. provldlld.
8. The aeount of t... duo (line I) I. dater.ln.d b~ .ultlpIYln. tho aeount ta"l!lble (llna 6) b)' the ta.. r.tll (1In. 71.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debts and d.ductlon. ar. dater.lnad ., followu
A. You legally ar. ralpon.lbla for pa)'.ent, or tha altat. lubjllct to ad.lnl.tratlon b)' . p.rlon.1 r.pre..ntatlve I. In.ufflcl.nt
to pa)' tha deductlbla It....
I. You actu.lly p.ld the debt. .ftar de.th of tha deced.nt and can furnl.h proof of pay..nt.
C. Dab" being cl.I..d .u.t ba It..lnd fully In Part S. If addltlon.1 .p.ca I. nudad, u.. plain paper 8 112" M II". Proof of
pav..nt .ay b. requa.tad by the PI D.part..nt of Aevenue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION DR ASSISTANCE. CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF. INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327.
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Dear Register of Wills: I
Enclosed yau will find: Ocheckls\ Odocuments(s\ which were received by the Deparlment of Revenue In error,
These may be pracessed according to normal procedures.
REMINDER: The POST MARK DATE on envelape a"ached to any checks enclosed must appear on your
Official Receipt.
Thank yau,
OEllS5 (9.931
*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Sincerely.
John Murphy, Chief
Inheritance Tall Division
(717) 787.6201
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