HomeMy WebLinkAbout94-00818
REY-l!143 I!X AFP (8-94) '*
CotItOHVEAlTH OF PENHSVLVAHIA
DEPARTMENT OF REYENUE
BUREAU OF INOllJlOUAl TAlCES
DEPT. 280601
tlARRISBURQ, PI. 1711l.0601
/~' ,:) 'J I, I
XNFORMATXOH NOTICE
AND
TAXPAYER RESPONSE
c
FILE NO. 21 '1'1':) / ~/
ACN 94142709
DATE 09-22-94
ESTATE OF RAFFAELLI
S.S, NO. 076-10-3306
DATE OF DEATH 01-26-94
COUNTY CUMBERLAND
TVPE OF ACCOUNT
G ~ SAVIHgS
_ CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ADA
FOX
C/O 1500
CARLISLE
JULIA M
TERRACE AYE
PA 17013
FAAHERS TRUST COMPANY has pruvldld thl t1lpllrtMClnt with thl Inforllltlon lhhd below which hat blln u..d In calculating thl
potlntlel tll( dUI. Thllr rlcordl indlcat. that at thl duth of thl above dlCldlnt, 'IOU WIr' II Joint owner/hln,flohr" of this account.
If 'Iou fI,1 thh Inforutlon I, Incorrlct, phau obtain written correction froll thl financial Institution, llthch a tOpy to thh for.
flnd r-tu,'" 1t ~o tJ.., abo., udJ,"'H. 'hh ~v;,. ."Il h tQ;;;!:.lol L'\ 1l:.."r.~;)IH,t> I'lth tl1t lutHul..nr,QII T,,;, tMn "' tt~c. C...,'a,tlNI.)Ul of Pllrln~~I"."16,
QUlltlona ~'Y bl eOlw.r.d by ~a)llng (111) 1al-83Z1.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILINO AND PAVMENT INSTRUCTIONS
Aooount No. 1-272125 Oltl 12-01-77
Eshblhhld
Aooount BI1onol 406 ,63
Plrolnt To.lbl. K 50.000
AI.unt Subjlot to TI. 203,32
TI.Rlb K ,15
Pohntlo1 TI. OUI 30,50
PART TAXPAYER nESPONSE
COI FAILURI to RESPOHD WILL RISULT IN AN OFFICIAL TAX ASSESSMENT BAS!D ON THIS NOTICI
A.
To Inlur. prfJplr erldlt te your a~count, two
III copl.. :Jf thh notlc. lIlu.t IIccolpany your
pay..nt to the Reghter of WilL.. Hllkl chick
payable tOI "R,ghhr of Willi, Ag,nt",
NOTEI [f talC pIlYU"t, lire ..ads within thr..
(3) lonth, of the dar..dlnt', dati of dlath,
YOU .ay dlduot a S;': dllcount of thl talC dUI.
Any Inhlt' Itance talC dUI w111 bleD.. dlllnqulnt
nln. (9) I('"th, 8ftlr thl dati of dl8th.
[CHECK ]
ONE
BLOCK
ONLY
o Th, aboy, Inferllltlon Gnd tIIlC due It correct.
I. '1'ou ..~, choo.. tn rult pay..nt to the Rlght.r of Will, Iollth two cepit' of thit notlc. to obt.ln
8 dllcount or avoid Interl.t, or YOU lav ch.ck bOlC "An and r.turn thlt "at Ice to thl Rlgl'tlr of
WI lit and an olflclal a.......nt wll) bl I..uod by ~hl PA nlPart.lnt of RIVlnul.
8. [J The abovI a"lt hat b'e" or wll) be rlportld and tlllC P81d with thl pI""lyIV8nla Inherltancl TaM rlturn
to bl fllld by thl dlcedlnt'. rlprl'lntatlvl.
C. 0 The ebove Inlo"atlon IW"~Drrflct lind/or dlbt. IInd deduction. wife paid by you.
'1'ou IU.t cOtphtl PART ~ lind/or PART 0 bllow.
If you indicate I difflrlnt tlX rata, pl.... .t.tl your
rllltlonshlp to dloldlnt,
rA~T
~
rA~ RETURN, CUMPUrATION O~
LINE 1. Olto Elhblhhld I
2. Account a_l.nc. 2
5. Plrolnt To.lbh 5 K
4. Alount Subjlot to TI. 4_______
5. Clbb Ind Old\lotlonl 5
6. Alount TI.lbll 6
7. To. Rlto 7 K
8. Tlx DUI a
OFFICIAL USE ONl V 0 AAF
PA DEPARTMENT OF REYENUE
lAX UN JU1Nl/1RUSr AUCUUNTS
PAil
1
2
3
4
5
6
7
a
DEBTS AND DEDUCTIONS CLAIMED
-
PART
~
DATE
"',JI" \..-
PAID
PAVE~
DESCRIPTION
AMOUNT PAID
(,(
I ( I I I I /, I I ~
1,'':11, I 1,'1'
'" ,/ .' /(.','
'j( "
TOTAL IEn Ir on Llnl 5 of TI. CQIPutltlon)
I
Under p.naUi..
I ?OIPl,"tl tn the1bl,"t
\ L(~.{,'I }) I. III (.
of plr jury, I dlollrl thlt thl fooh I
of IY kno.lldgl end bllllf.
hi VI rlPorted Ibov. .rl tru., corrlct and
HO~E (/'/'/) :) 'I,,' !.L'-' ')
WORK () I I
'kIT"
LEPHONE NUMBER UA t
/~v
GENEkAL INFORMATION
1. FAIl.-!! TO RESPOHO WILL RESULT IN AN OFFICIAL TAM MSESSHENT with ,pnllc'blo Into,...t bnod Dn Infor"UDn
.UbllUtltd by the 'InMolll In.tltutlon,
2. InherJt~. tl)l btea... dtUnqulflt nlnt lont". aUtr thl dirlaM", dati of dnth.
]. A Jo'-t ICcount I, tlMIbI, IVI" though thl dICtdlnt', n... MUI "ddtd a. a ..tt.r of convlnltncl.
ft. AccOU\t. (including tho II ht!d b.tuII" hUlband and wll.1 which thl dte.dlnt put In Joint na... Illthln on. Vetr prior to
unlit Ir. fully tllC,bl. II tran.f.r..
5. ACCOYlh utlbllthtd Jolntlv b.twu" hu.band and wlflllOf' than on. Vllr prior to dntll ere not hIlMI..
6. AccOUIt, held by . decldtnt "In trult for" anoth.r or ath.r. art ta~abl. fully,
REPORTING INSTRUCTIONS - PART 1
TAXP~VER RESPONSE
l. alLU I . If tM in'orntlon end cUlp'll.tlo" In thl notic. art corr.ot Ilnd d.ductlonll !'Ir. not bllng elll.,d, pleo. In "X"
In lJoek "AM 0' p.,rt 1 of thl "TaMpaVIr R..pon.... lIetlon. Sign two copl.. Ilnd .ubalt th.. with your chllck 'or thl nount of
tnM .. the R.ghhr of Willi of thl county Indicated, Thl PA nlPartllnt 0' R'II.nuI will 11.1,.11 In offlohl a...."..nt
(f'orll.Y~1S48 E)O upon recllpt of thl r.turn frol th. R.ghtlr of Will..
Z. IILOCIII ~ If thl "lIet lpeclflld on thh notlcl has bun or will b. report.d end telC paid with thl P.nn.yl....llnll InherltlnCI
hM IIturn 'lied by thl dlcldlntl. reprl..ntatlvl, plllc, an "X" In block "II" of rotrt 1 e' th. "Tallpaver kuponll" floUon. SllIn on,
nop, and rlturn to thl P. DlPart.lnt of Rev.nuI, Buruu 0' Individual TII~", Dipt 280601, Ilarrl'llurg, PA 11128-0601 In thl
lnw.1ope flrovld&od.
5. IILOCI C - If thl nottcI Inforlatten 11 IMerrect nnd/or d.duotlon. llr, b.lng clnl..d, ch.ck block "C" nnd cOlpl.h Part' 2 and :5
Iltl':Otdlng to ttl. lnstruotlon. b.1CJ~. ~Ign two copl.. Ilnd sub...lt th.1l with your ChiCk 'or In. nlounl of tnlC peynbl. to th. R.ght'r
of 111111 of tM county Jndlcatld. Th. PA OIPllrt..nt ot R'II.nUI 14111 l..uCol an cfflclal ru......nt IFor. REY-Ulj8 EX) upon rlc,lpt
of" r.turn 'ro. the Reghhr of Will,.
TAX RETURN - PART
2
TAX COMPUTATION
lIHE
1. Ent_ the ,*-\. thl nccount orlglnnlly Will utablhhld or tltlad In thll unn.r elllstlng Itt dlth of duth.
NOT(, For I dlcldlnt dYing a't.r 12/12/821 Accounts which the d.o.d.nt put In Joint nlll.S within onl III y.er 0' d'lth ar'
hubJII 'u11y .. trln.ltrll. IIoweller, therl II Iln uclu.lon not to .~e..d B,ODD pit trnn".r" r.gudl... 0' th. valul of
thl ICCount or the nullber of noeountl hlld.
If. doutll. uttrlGk (NMI apPlart blfcre your IIrtt nalll in thl add".. portion 0' thil notlt.. the 11.000 fllCeJuslon
11ruclY hat bl." dlductld 'rcI thl account bllllncl III reporttd by th. flnnncln1 In,tJtutlcn.
2. Entlf tht tot.l bllancl ef thl account JMludlng inttr..t "ceruld to thl dati of duth.
]. 'ht ,.rOllnt of thl Mceunt that h hllabll 'or tach .urlllllcr I. dtttrllln.d nl '0110~'1
A. The perunt talC6bl. fnr joint a."t, l,tablJ.hld lorl than on.. YlIlr prior to thl dlcldlnt" duthl
I DIVIDED IV TOTAL HUHBER Of
JOINT OWHERS
(x_lll A Joint a..et rtghtortd
DIVIDED IIV TOTAL HUHBER OF X 100 .. PERCENT UXUlE
SURVIVINO JOIHT OWNERS
In thl nn.1 of thl dlcldlnt and t~o othlr plr.nn..
I DIVIDED!Y ] (JOIHT OWNERS) D1VIOED IIY Z (SURYIYORSI .. .167 )( 100 . 16.JX (TAXABlE FOR EACIl SURYIYOA)
II. ~ pere.nt talCabll 'or a"lt. or..tld within on. Ylar 0' thl d.c.d.nt'. dlath or nccountl own.n by the d.e.dlnt but h,ld
In trust 'at another Indlvldul'Il(,) Itrult blnl,lellrlo.)l
1 DIYIDED IIY TOTAL HUHBER OF SURYIYINO JOINT
OWNERS OR TRUST BENEFICIARIES
)( 100 .. PERCENT UXAftlE
[lCelP11' Jatnt account r,gl.tlr.n In thl nn., of th. dlcedlnt and two othlr plr'en' and .Itnbllsh,d within onl Y.lr 0' dlath by
thl ~tdtnt.
1 DIVIDfD IIY Z (~YIVORS) . .so X 100 .. 50~ (UUlllE FOR EACIl SURVIYOR)
4. ThI.-aunt lubjlct to taw (line 4) Is dlter.lnld by lultlplylng th. dccount balancl (llnl ?) by thl plrelnt tallabll (11nl 5).
5, Ent.. the tl)tlt l)f thl debt. .nd dlductlon, lIlted In Pllrt ~.
6. Tht ~t taxable (lInl 61 It dlttrlln~d by IUbtrectlng thl dlbt. llnd dlductlcn. Illnl S) frol th. 1l10unt ,ubjl"t to tile (lIne 4),
7. Entlf the approprlatl talC ratl (lln~ 7) Itl dltor.to.d b.low.
A. For dat.. of dl"th occurring aftlt 6/:50/94, thl till ratGl fcr trlln.fl" to IPOUI" fir. a. '01101411
1. Oatu o.f duth on or after 711/94 nnd befo" 1/1/96 thl ratl I. 3;:.
t. Oat., of dlath on or a'tlr 1/1/96 find blfor. t/1/97 thl rat. I. Z%.
:5. Oat.. of death on or after 1/1/97 nl1d blfor~ 1/1/98 thl rat. I. 1%.
4. Detl' of death on or aftlr 1/1/98 tran.flr. to SPOU'I' will h. IllI.pt fro. tfllC.
Hotl: F'or dat.. 0' dllth pr lor to 71\194 trltnlltrt to .pou... are hllllbll at 6;:,
II. T'IM"Ir. to lIn.lIll delClndllntl including fathtr, lother, lon, d,lullhter, grandchlldr.n, .0n"ln-hlol,
-.;htlr-If1-11Ml1, ,t,pchlld and th.lr Iltu. art tll~llblt at .ill perc.nt (6;:1.
C. Tranl'Ir' to nll othl,. Including brother, sl.tlr, uncll, aunt, n.phl~ llnd nl,cl art t~lCabll at f1ftun Plrclnt lISiO.
D. If YOU changl thl! tllC rat., pll"l splclfY your rtlfltlon'hlp to thl dlcldlnt In tho lIr1n prcvld.d.
8. The...,t at tax due (line 8) h d.ttr.lnld by .ultlplylng thl n.ount tlllabll (1ln. 61 by thl ta~ rat, Olnl 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
A 11..., 11 d6bh and ~tlon. art dlterlln.d at 'allow,:
A. "'" 11gllh "r8 rucontlble for ply..nt, or th. utatl .ubJlot to adlllnlttretlon by a Plrsonal rlPrtllntltlYI h In.u'flcl,nt
to pay thl dttduotlble It,...
B. Yeu tctuallY paid the dlbt. nft.r dlath of thl dlc.dlnt Itnd can 'urnl.h proof of PftY~lnt.
C. hbt. b.lng chlnd MJ,t bl Itn1.ud fully In PlIrt 3. I' llddJtlonll ,PIlCI I. n..d.d, UII plain pap" 8 112" II 11". Proof 0'
~y..nt Iny bl r.qu..tld by thl PA n~Plrt..nt 0' R.y.nuI.
[:' , TAXPAYER ASSISTANCE
,. . ' IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
, ' " REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTIlICT OFFICE
",' OR CALL THE BUREAU OF 1NDIYIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
,',., 'HARRISBURG AT (717) 787-0327, TDDI (717) 772-2252 (HEARINO IMPAIRED ONLY)
RIV-IIOO IX. 111'.'1 rOR Mill or UIA'" ArTlR 12/Jl/91 CIlICK IIIRI
~I~~'~ INHERITANCE TAX RETURN ~0~:~?yUmOIT'H11I1MI0 0 _
't"lil'Jt RESIDENT DECEDI:NT iiiiNUi.iniil----'-'.---..------;--
COW.\()"WI^\lIl1"rrtllllliVAtM (TO BE FII.ED IN DUPLICATE 21 9' 818
urr^""'''I 01 ,rvEtllll H EGISTER OF WILLSl - '0-
uln ,nOI,'lI WIT R . COlllllY COllE YEAR IlUMnE~
IIAhAI5I\UnO, r^ 111180h'JI _ .__.._~-_..- -.------~._:....--::--=---:=~=-..:=:::-=:;::-:-=..-=:
-.-~.iiftfljHiiji'fl,UlniA\rll~~~ArjfiWlr{llni.lIOAII - .- _u___. _._~- m" mUtiITllJrcUJ,\fUH Mj[j~[!~ --- -.....-
15 Raffaelli Ada G. 1500 'l'orracc Avenue
g IOVArmU,11Y 11l1I.lt,,-.---...... '---\IiA1f'(j/ Iii AlIr-'--'\Ii.IHUrll,lIl--- Car lisle, PA 17013
o 076-10-330~ _,____.._,lf~Y_~~,__~~~U893 ~''.''!L~_l!.~berl2nd
~--' -iiii'I~'-Orl~;~;;r;;;,~,;- [I 2, Sv""I''''"111 R,'urll lJ 3, R.n",'nd.. n.lurn
:!~ ,_ (10' .10101 01 d.lllh prlOl 1012.13.821
~[O [J ~, 1I..1I0l1 E,'al. [J ~a, Evlv" 11110'011 C.rnpl.ml.. LJ 5, rndoral Ellol. 10.
5~g .. 110' rllllo. 01 d.alh "II or 12.12.821 n,'urll R,~vl",1
R: tn LI 6. Otlcnrl",,1 Ointl T n""tn LI 7. Onend""l M(11nlnlru'Hl 0 u...1nU Trull _ O. T olnl t'~urnbor of sure Onpoll! nOKnl
<( I^"",h copy 01 Willi (MI",h '''py ollrulll
--- ALL CORReSPONiiENCEANUCONfioEiiifAL I^,{ IN~0,"MATl5N1TIoUlD at b,iREOieo ,TOI It,-li;'} ':1.,','''':'::("...,: I," ;"J
I.. f1Am---------'-----'-..-- -.------.,-,--.--~-- ,Gml!1!'M~llIfliniiiiR!lI---~--- -
~ ~ Edward L. Schorpp 36 South Hanover st.
o z IIlHIlUilfl!Ul.lm----'----'------ Carlisle, PA 17013
u 0
..
n, Enlor Ihn 10101 or Hnn 20 (In" 2M on 1111. 20n. Thll 1.,1" nALANCE DUE.
Ma~. Choc~ rayohl. ,., n'nll'., 0' Willi, An.nl
l' ' ~.. -.----=. .;::~EsuR~To:K~~~V'ER-AICQUEsTi6ff~-5f[iieVfRh,SlilH-ANb ,TO,REoHtcl( MAtif;li~ "1 <i:' /I"" :: :,,:--' j
U;j~;-r~n~iii~,-~rr-~~Fj;Y:_i~I~~i(;;~ ih~i.iil~~~.~~~r;,j;;~;j .~li~;~i;;;n.:i~~iu.ai~r.....~;;~;i;n~-yi~nsa;;..cTJ;,-n-;ti~jm;;j~;;ri;iJ;;h~il~r~y-~~;~i;;Jg.~ 'n~ffi;~ii5j;
1111 hllll, (OHMI nnl! compl"llI. I dnclcull Illnl nil Itln1 utoln IIn, hMn rnporlllc (1111UI market value. Uaclaratlon of preparnr olhttr Ihonlhtt flDrlanal reprDlnnlallve II
btJlnd on nil Informntlnn 01 wlllch prl'flornr !lnl nny kl1owlot!!1t'l.
Im~~'Ui!1irm!6f1 ,mUlI~!ll Iii, 1l1111ri 'iIlIP""-----. AOllm\ -
{j ,
'11t/l((' /', ,~/Idtri 200B Marion Avo., Carlisle, PA 17013
II ,(MVI u fW:9~~[r " f.m iIl~lI,!--- AfiuH\\
W4Y 36 S. Hanover St., Carllsle, PA 17013
----. -------- -. ..-. .-.- -- --_.- -- ..- --.-.--.----.--------.---------
" .l...7 ~7 JJ~,3:~7~L_,.-,---
z
o
j
E
g
I. ROlli Ellol. l"eI.odvl. AI I I) __--'-o_..Q.Q
2, Slatk.,,"d no"," IS,h.dvln n) I 2) 0 . 00
3. Clo..ly 1I0'd Sloe~/PorloOl\hlp Inloroll ISth.dvl. q I 3) 0_.00
~, Mo"UaUOI and Nolot Rotolvablo ISeI.odvlo UI I A) 0 . 00
5, ta,I.. ~nll~ Drpo"" ~ Mh,ollnooo," ro"olllll P'ol'orlyl 51._LJ?1..!L..9..3
15th.dvlo [j
6, Jolnlly Own.d r,ol'OIly ISehndvl. rj
7, !rorlll." (Seh.dvlo 0) (Sth.dul. 1I
a, 101111 G'OIl AIl,'1 (101,,1 Ilno. 1.71
9, runOllll Exl'nll'''. ^rlmlllhlrllllvo COil., Mlleollan,oVl I 9) ~ 15.70
ExpOlIlOl IS,h.dvl. III
10, Unb", Mo,'uoU' 1I0h111l10l. lI'OIISeI,.dul. I) (101 405.37
1 \, 10lal Doduelloll'llollllllnot 9 & 10)
12, N., V"lvo 01 E,'ul.llI" 0 ..lnVllln. II)
13. Cha,lIablo an" Govo,n",.nlal nn~vOlI'ISellOdvl. JI
lA, Nol Valv. Svblotll.lo. (IIno 12 IlllnVlllno IJI
15. Amavn' ollln. I~ la<ahl. nl {,% /(11.
Ilotlvd. v"luot from SeI,odvl, K or 5ehodulo /A,J
111)
(12)
(13)
(lA)
X .06"
6.921.07
0.00
0.00
0.00
0.00
O.OQ
0.00
I 61
I 7)
1,528.03
I 8)
(151
0.00
(161
X ,15 "
z
o
,::
g
..
:f.
()
u
~
16. ^mounl 0111111' lA 11Ixnbln 01 15% wi,.
11",lvdo valvOl frorn S,hodvlo K or S,h.dulo M.I
17, I'rlntlpollo. duo (^ddla< lrom Ii". 15 ondl,om lioo 16,1
18, Crodi" 5povlOI l'''OIly Cmd;1 rrlo, ray",ooll
___.__....____. + _}'O.,,~.Q_
(lUI
1191
(17) -
0.00
'"10rOlI
D",ouIII
+----- -
30.50
30.50
lQ. II 111111 10 h 91/'0In, l1H1ulilHl 17, t'llllnllhn dlllt'lfnncn on Hlln I? Thh II Illl' OVERrAVMENT.
~ 0 1iItr.r1!1mm1larJilla:n.." l;~l iTr.f'ITYmlTl11TnpT!"'.'A~!lI.al]i)mlrmr;m~
20. IIl1n. 17" u,oal" Ihan IIn. 10, ,"10r ,,,. dlll.ron" on II", 20, T"111t Ih. TAX DUE.
^. EnltH 1111) lnlnrnlt on Illn Iwlnnen dun on 11110 :wA.
0.00
(201
120A)
1208)
0.00
IiAi!
" J If '1/'1</
um .
...IA!~.L~",
PAV~EHTI
REFUND (CR II
REPLY
TO.
DISCOUNT.
INTEREST .
Detlch thl top portion of thIs NoUo, and IUblllt, with your plYU"t 'ad, PlYlbll to thin... and addr". pr Intld
o~ thl rlv.r.. Ilde.
All ply.,ntl receivld .haUllr., b, applied to any Intlrllt whloh aa)/ b, dUI with ,ny rl..lnd.r tpplhd to thl till.
A rlfund of . ttIC oredlt, IIhlth w.. not r.qultttd on thl Tell Rltllrn. .'Y b, rlqlluttd by cOllpl,ttng an
""ppUoaticR for Refund of Plnrllylv4nl, Inheritance and ElteltI Tu" (REY-U13J. App!JeaU"nl art ,.vaU'ble at
thl OffiCI of thl Rtg!ltlr of WlIh, any 0' the 24 Rlvlnul Olltrlct OffiCII, or by ualllng thl 'PI,dal 24-h'lur
'"Iw.rlng ..rYlel nuaber. for for.. orderlngl HEW IN PENNSVLVANIA 1-800-362-2050, outlld. P,nnlY1Ylnl,
and wtthln thl 10011 Harrhburg llreft (117) 787-8094.
QuutJllnl r,gardlng trrors contaln.d on this noUel Ihould b. addr....d tOI PA D'Plrt...nt of R.v.nu., lIuruu
of Individual Tal<II, MTNI Post A.......nt R.vl.w Unit, DEPT, 2a0601, t1arrltburg, PA 11128-0601, phon.
Iml 707-6505,
If any tal< due h paid within thr.. (5) cahndar Ilonth. after the dlc.d.nt', dllth, II fiv. p.rc.nt (S:() dhcount
of the tal< paid I. alloH.d,
Inter..t Is charg.d biglnnln; with fIrtt tJll~ of d.lInqu.nuy, or nlnl (91 1I0nthl and on. (1) day fro. th. dlte of
dllth, to tho date of pa~lI.nt, Tal(1I which bun. d.lInqu.nt b.fo" January 1, 1982 bur Int.rut It th. rat. of
Ihe <6XI p.re.nt p.r annuli c.lcullltld lit a dlll~ rate of .000164, All tlll:lI which b.eu. dlllnquent on and aft.r
Januarv I, 19aZ will btar lnt.r..t at II ratl which will V"r~ froll oalondar y.ar to caltndar yur with that rat.
Innouncld by thl PA OIPart..nt cf Rlvlnut, JIll appUcabl. Interut rat., for 1982 thrOUgh 1995 art!
'!!!t Intlr..t Rata Dally Int.rut Fnctor !!.'!! Intertlt Rat. Dally Int.rut Factor
1902 20% ,000540 1907 9% .000247
1m 16% ,000438 1988-1991 11% ,000501
19a1t I1X ,000501 1992 9% ,000247
1905 15% ,000356 19~5-1994 1% .000192
1906 10% ,000214 1995 9% ,000247
"-Intarut 11 calculat.d a. 'ol1owlI
IHTEREST . BALANCE OF TAX UHPAIO X HUHBER OF DAYS OELIHQUENT X DAILY IHTEREST FACTOR
-
I
--Any Hotlc. IlIu.d aft.r thl lu b.ec".. d.lInqu.nt will r.fllct IIn Intertlt calculaUon to flltlln US) daYI
blyond thl data of thl all'lIltnL If Pft~unt I, tladt bfttr thl Inttrtlt co.putatlon date .hown on tha
Notlc., additional Inttntt IU.t bl calculftt.d.
,
"
EY-U47 EX AFP 108-94*
CO""OHWEAlHI OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL I'Xf.S
DEPT. Z80601
HAPR1SBURO, PA 17121-0601 . I
UTATI! OP n:'F~[rr- - ADA' G -. -- FILE NO. 16
DATE OF DEATH 01-26-94 COUNTY CUMBERLAND
NOTE. TO INSU"E P"O~ER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPE" PORTIOH OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO ""EGUTEH OF WILLS, AGENT"
REMIT PAYMENT TO:
)11 ) ') )- I
c.......
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR OISALLOWAHCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN
101
DATI! 01-24-95
EDWARD L SCHORPP
36 S HANOYER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE. PA 17013
Q
~ .. A~~ I RlnU
(. (,',
-' '" "
['. c:
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORIlS .... ". ,
R"!V: is;'-i - E'l[. A Fp.. Iii s.; 94"i. NoT"i C E' .OF. "iNHEii i'( AifcE. T"i. x. A.P PRA i siHEN'f;. A(t"liw Aifctljli... ~".. - ..... ." ......
DISALLOWANCE OF DEDUCTIONU AND ASSESSMENT O~ TAX
ESTATE OF RAFFAELLI AOA G FILE NO. 21 94-0818 ACt{ ,~01 :,~ DATI!, 01-24-95
UL .. Wo
1 ) CHAHg6~;~ '" -'.
-j
TAX RETURN WAS I (X I ACCEPTED AS fILED
RESERYATION CONCERNING FUTURE INTEREST . SEE REYERSE
APPRAISED YALUE OF RETURN BASED ON: ORIGINAL
I, Rill Eltltl (Sohldull A)
2. Stookl Ind Bondi ISohldul1 B)
3. Clollly Hlld Stook/~Irtnlrlhlp Int.r,"t ISoh.dul. CI
4, HortOlgll/Notll R.oll.lbll (Sohldul. 01
5. Cllh/Blnk OIPOlltl/HIIO. P.rlonal Proplrty (Sohldull E)
6. JointlY Ownld ProPlrty ISoh.dull FI
7. Tr.nlf.rl (Sohldul. G)
B, Tot.1 Alllt.
111_
121
131
141
(5)
161
171
.00
.00
,00
.00
1.528.03
,2]..
.00
(BI
1,526.03
APPROYED DEDUCTIONS AND EXEMPTIONS:
9. Fun.rol E.p.n,"./Ad~, Co.t./Hllo. E.p.n.11 (Sohldul. HI (91
10, Olbh/Hortglgl LlobIlIUII/L1lnl ISoh.dull II 110)
II. Tot.1 Olduotlonl
12. Nit Vllu. of TI. Rlturn
13, Chlrltlbll/go.lrnnlnt.1 Blqul.t. (Sohldul. JI
14. N.t Vllul of E.tlt. Subjlot 10 T..
6,515.70
405,31
Ill)
1121
1131
114)
i..9~q 07
5,393.04-
.00
5,393.04-
NOTE I
11 an a....am.nt waa i..u.d pr.vioualy, lin.. 14, 15 and/or 1&, 17 and 18 will
r.1llct 1igur.. that includ. the total 01 61h r.turn. a......d to dat..
ASSESSMENT OF TAX:
15, Anount of L1n. 14 .t Spou..1 rot. 115)
16. ~nount of Lln. 14 tl.lbl. .t Lln..I/CI.I. A rlt. (161
17. Anuunt of Lln. 14 tl.lbl. It Collot.r.I/CII" B rltl (17)
IB, Prlnolp.1 TI' Du.
TAX CREDITS:
PAYHENT
DATE
09-26-94
.00
,00
.00
K ,00.
K .06.
K ,15.
liB)
.00
.00
,00
.00
RECEIPT
NUHBER
MM912991
DISCOUNT
INTEREST
('1
(-I
.00
AHOUNT PAID
30,50
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
30.50
30.50CR
.00
30.50CR
. IF PAID AFTER DATE INDICATED. SEE "EVERSE
FD" CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "C"EOIT" (CR), YOU "AY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FO~ IHSTRIICTIONS.I
RfSERYAT!ON,
PURPOSE OF
NOTICE,
PAYMENT I
REFUND (CRI,
"
,"
, '
"
"
Eltat.. 01 dlcld.nh d~lnll on or bllor. Olelllb.r 12, 1982 ~~ If any future Int.r..' In thl ..tet. It 'ranstlrred
In POI....lon or ,nJOYl,nt to Cia.. a (col1at.ral) bln,flel.rl,. of the d.ctd.nt .ft.r thl IMplretlon of any ..tat. for
11'. or for YI.r., thl CO"IOnWlalth h,rlbV Ixpr...lv r..lrv.. the rl~ht to appral.. and ...... tran",r Jnh,rlleno, Tax'.
at thl lawful ell" a (co111t.fall rah on any luch lutu" Inter....
To fulfill 'hi r.qulr...nts of Slctlon 2140 of thl Inhtr1tllncl IInd Esta't Tal( Aot, Act 22 of 1991. 72 P,S.
Slotltln 21~O.
Detach thl top portion of thl, Notlcl and sub.lt with your paY.lnt to thl Rlgl,t,r of Will, prlnttd on thl rlv.r.. ,Idl.
..Hakt chick or .onlY ord.r Plvabh tOI REGISTER or HILLS, AOENT
411 pay..n" rec.iy.d .hl1l1 flr.t b. appl hd to any int.r..t Nhich lIay b. due with any r'''lnd.r applhd to the t811.
A r,'und of a taK cr.dlt, which was not r~qu'ltld on the TaK Rlturn, lI~y be rlqUI.tld by cOllplltlng an "Application
for Refund of PlnnlylYlmla Inhlritancl end Estatt Tu" (REV-13UJ, Applications IIrl ayallabll at thl OffiCI
of thl R.gI.ttr of Wills, any of thl 23 RIYGnut DI.trlct OffiCII, or by calling the .p.clal ,4-hour
an.wlrJng ..rvICI nUllb.r. for for~s ordlrlngl In P.nnsylvanla 1-800-362-2050, out.ld. P.nnlylvanla and
within IQoal Harrhburg area <717> 787-8094, TOO. 1717l 772-2252 (Hurlng I.palr'd Only),
OBJECtIONSl Any party In Interllt not IIItllfl.d with thl approl.....nt, allowanct or dhallowanc. of dlduotlonl, or "1""II.nt
of taK (Including dllcount or Intlr..t) al .hown on thll NotlcI .u.t obj.ot within .IKty (60) day I of r,cllpt of
thlt Notlcl bYl
--written prot..t to the PA D~part.'nt of Rtv.nu., Board of App.al., DF.PT. 2ft1021, Harrllburg, PA 17128-1021, OR
--II.ctlon to havI thl .att.r dltlr.ln.d at audit of the aocount of thl p.r.onal rlpr..lntatlvl, OR
--appul to thl Orphan.' Court.
AD"IN
ISTRIIIYE
CORRECllONS,
DISCOUNTI
INTEREST,
FactuIt .rror. dl.cov.r.d on thl, a.......nt .hould b. addr....d In writing tal PA DIPart.,nt olR.y,nu.,
Ilurlllu of Indlyldual Tu.., ATTNI po.t h....II.nt Rlvl.w Unit, DEPT. 250601, Harrhburg, PA 17128-0601
Phon. (717) 7U-6S0S, S.. page 3 of tht booH.t "lnttructlon. for Inherltanc. TaK R.turn for a Allld.nt
Olc.d.nt" (REY-ISOI) for an 'Kplanatlon of ad.lnlstratlve}y corrlotabll .rror..
If IIny tall dUI It paid within thr.. (S) cal""dar lonth. aft" th. dlc.d.nt', duth. a fJy. perclnt (S%Jdl.count of,
thl taK plld I. allow.d.
Intlr..t I. chargtd b.glnnlng with flr.t day of dlllnqu.ncy, or nln. (9) .onth. and onl (1) day fro. thl date of
duth, to the d.t. of paYllnt. TIlIII which beca.t dtllnqulnt b.fore Janulry 1, 1912 bur Interllt at tho rate of
,lie (6%1 percent per annu. calculat.d at II dally rata of .000164. All taKII which blClllt dlllnqu.nt on and alhr
January I, 1'82 wIll b.ar Int.re.t at a ratl which will vary frol caltndar Ylar to callndar y.ar with th.t rate
announc.d by thl PA O.p.rtllnt of RIYlnu.. Th. appllcablo Int.re.t rat.. for \'82 through I"S arll
!!!! Int.,..t Rat. DailY Int.r..t Factor !!!r Int.rllt '!!.~ D.lly Int,,"t Factor
1902 20% ,0001'0 1'07 'X ,000247
1.03 16X ,000'38 1'80.1"1 llX ,000301
1'0' 11X ,000301 1..1 'X ,0001'7
l'OS 13% ,000336 1"1-1'" 7% ,0001'2
1906 lOX ,0002" 1m 'X .0001'7
--Inter..t h c 'Icul.t.d II follow"
INTEREST m BALANCE OF TAX UNPAID X NUKBER OF DAYS OELINQUEHT X DAILY INTEREST FACTOR
--Any Hotlcl I..uld aft.r thl t.K blco." dellnqutnt will rlfllot an Int.r..t clleulatlon to flfttln (15) diY'
blyond thl d't. of th. ........nt. If paYlllnt It I.da .ftlr thl Intlrelt coaputatlon dlt. .hown on the
Notle., Iddltlonal Int.rllt Ilutt bl eftlcullted.
PC")
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I, .
I.
t5l :0
:0(1)
(0 ()
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(,r:.1 '"
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PAVItENTI
r,. j"
I,'J
, ) :..::
il C'>
:'t)C I
Dttlah thl top portion of thh Hotlc. and tub,1t with your PIV.."t ..d. ply,bIt to the n~;;tftd 'ddr~.
pr InUd on the r.Vlnl . ldt.
::;:'
(il r.l
-'.
1/ RESIDENT DECEDENT uk. choc' or oon.. or'" p...bl. tOI REGISTER OF WILLS, AgENT,
1/ NON-RESIDENT DECEDENT ook. ,hock or .cn" ardor p."bl. tOI COHHOHWEALTH OF PENNSYLVANIA.
All Ply.."t, r,ollv.a ,hall b, appl1,d flr.t to any Int.~..t which "IY b. dUI with liMY ,..nllnd" IPplhd to thl tlM.
REFUND (CRll A rtfund of . tlX cr.alt, which WaI "at r.quuttd on thl hue A.turn, .ay bt "quilted by coapleUng an
"Appllcltlon 'or A.fund 0' Plnntvlvanla InhlrlhnCI and E,tftt_ Tax" (REV-I!13). Appl108tlonl IIr. available .t
thl OffiCI of thl Righter of Will', any of thl ~3 R'VlnUI Dlatrlet Offlcu or 'rol thl DIPart..lnt', 24-hour
an,wlrlng ..rvlel nuab.,. for forft. ordlrlngl In P.nn,Ylvanla 1-800.36Z'ZOfiD, out'ldl Plnn.ylvanla
and within lecal Ilarrhburg arn (117) 787'8094, TDD' (717) 11Z.2252 IHnrlnll hpalrld only),
DISCOUNT I
QUI.tlon. rlgardlng Irror. contalnld on thl. notlco .hould bl addr....d tal PA O.part~.nt of R.v.nu., aur.au
of Individual TallU, AnNl po.t A.......nt R.vllw Unit, DIPt. 280601, Harrltburll, PA 11128'0601, phonl
17l7l 787-6505.
If any tl~ due I. paid within thrl' (3) callndar ~onth. aft.r the d.cld.nt', d.ath, a flv. Plre.nt (5i'.) dl.eount
nf the ta~ paid I. allowld.
REPlV TOI
INTEREST,
Intn..t It choro.d b.glnnlng with flr.t clay of d.llnqulncy, Dr n.lnl (9) ~onth. and cnl (1) day frail thl data 0'
daath, to thl dati of pnYllllnt, Tun which blcalll dlllnqulnt b"for. January 1, 1982 blllr lntnllt at thl rata of
.Ix U%) pare.nt p.r annuli caleul.ted at rl dally rat. of .000164. All talCu ilhlch bloallll d.lInqulnt on nnd aftlr
Janunrv 1, 1982 will bur 'nt.r..t at a rate which will vary froll callndar yur to cal.ndar Ylar with that rllte
announcld tlY the PA Oapartllant of R.v.nu.. Ihl nppllcnbl. Intlre.t ratu for 1982 throu~h 1995 artl
Vear Int.r..t Rat. Dally Int.re.t Factor
V.ar
Intlr..t Rata
Dalh Intn..t Faotor
1982 lO% ,000548 1987 9% .000l47
1985 16% .000418 1988-1991 11% ,000501
1984 11% .000101 1991 9% ,000247
1985 15% ,000156 1995-1994 7% .000192
1986 10% . ~OO274 1995 9% .000247
--Inter.,t I. OIlcul.t.d .. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST PACTOR
....ny Notice Itluld aftar the talC b.ec... d.llnQu.nt will rtfl.ct IIn Inter..t calcul.Uun to flftun CIS) daV'
blyond th. dllt. of the 1I....III.nt. Jf paYllnt It Iud. aftar thl Intare.t cOIPutatlon date .hown on the
Hotlct, Ilddttlonal Inttrt.t IU.t be calculatld.
e
STATUS REPORT UND~R RULE 6.12
Name of Oecedentr ..4019 c;:: ~Frl9;;::.t.1L )
Date of Death. V~w~~y ~(l;r 199';
Will No. :t1-9.L1-7?It? ___ Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the aumlnistration of the nuove-capt ioned estate r
1. State whether administration of the estate 18 completel
Yes+ No___,_
2. If the answer Is No, state when the personal
representative reallonably belleves that the administration will be
complete.
3. If the answer to No, I is Yes, state the following r
a. Old the persona 1 r~resentative file a final
account with the Court? Yes No .
b. 'l'he separilte Orphans' Court No. (if any) (or
the personal representative's account is l
'j) tfJ
d) i:';'
, ~ .::~
c. Did the personal rep/:esentative s~ate an
account informally to the jJarties in interest? Yes'" No
E"57ft9~ /N'sOL /AE.N?-
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
::::.0'1_'::;" Co",, ."d may ~~
C~.&
~
NIloij\~ ease type or pr nt)
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~/S'~L~ ..~~a/3
Address r
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representative
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