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Home My WebLink About94-00910 REV-1543 EX AFP (8-941 * C~ALTH OF PENNSYLVANIA DEPARTHENT Of RfV[HU( BUREAU or INDIVIDUAL TAMEI MPT. Zl0601 IIARRIIIURa, PI. 17UI-060t / (/ . J ,/.5 ~) INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21- 9tf. 1/() 94147757 10-24-94 ESTATE OF VIRGINIA A WERNER S.S. NO. 195-07-4097 DATE OF DEATH 12-28-93 COUNTY CUMBERLAND TYPE OF ACCOUNT ~ SAVIHGS CHECKIHG TRUST CERTIFICATE RE"IT PAY"EHT AHD fOR"S TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 \_'. AGATHA E FRANK 611 2ND ST STEEL TON PA 17113 HELLON BANK NA h.. provided the Dlpart.,nt with the Infor..tlon I hhd balo.. which h.. ba.n used In ulcul.Un, the potantlal tlM due. Thalr r.carda Indlcat. that at thl d..th of thl abov. dle.dlnt, vau "It. I Jalnt ownar/beneflclary af thl, ICCount. If you ,..1 thh Infor..tion I, Incorract, pl.... obtain ..,.tUan cartaCUDn fro. thl flnanclel lnlUtutlon, athch . COpy to thh for. ~n~ ,...ft...,. It ." t"'!. "h....... .,t1".,,, 1hle po,.,....'". I. tfll.....'. In ~C'r.II,.,.-,.. with thl '~IIl,.Jt...u.. ".w I.... "' ft., r:o.~_.lth ", P~"vlvlll'll.. Que.tlon. .av be llI'I.warad bv c.lll~a (717) 787-8527. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Account Ho. 152-106123 D.t. 02-09-72 EatabU.hed Account 8olonc. 791 . 18 Percant Taxabl. )c 50 . 000 Aoount Subject t. lox 395.59 T.x R.te X .15 Pot.ntial Tax Du. 59.34 PART TAXPAYER RESPONSE [!] I FArLURITO RISPONDJlrLL.RUULT IN AM OFFICIAL TAX ASSE8SNENT BAseD ON THISNOTlCll A. OJ The abOVI In'or.atlon IlI'Id talC due II cornet. 1. You aav choo.. to r.alt payaant to tha Aagl.tar of Will. with two cop I.. of thl. notlca to obt.ln . dl.count or avoid Intara.t, or yoU ..v chack box ~A~ and r.turn thl. notlc. to the Raal.tar of Wills and an o'flclal .......ant will b. I..uld bv the PA D.p.rt_eot of A.v.nua. To In.ur. propar cr.dlt to your account, two (2) copla. of thl. notlca aust .ccoapanv your paylant to th. Rlglltar of Will.. "aka chack payabl. tOI ~R'al.tar of Will., Agant~. HOTEl If t.. p.v.antl ara .ada MUhln thr.. (5J .onthl of thl dacadent'. data of da.th, yoU .av d.duct . 5X dl.count of tha t.x dua. Anv Inh.rltanca talC due will b.co.a dallnquent nlna C') aonth. .ft.r tha data of d.ath. [CHECK ] ONE BLOCK ONLV B. c:J Tha above ....t h.. baan or will b. r.port.d and tax paid with the Pann.vlvanla Inh.rltanc. Ta. r.turn to b. fll.d bv tha dacadent.s rapr..antatlv.. C. c:J Th. abova Infor.atlon I~ncorract and/o~abt. and daductlon. w.ra paid bv you. You aust co.plata PART ~ and/or PART ~ balow. If you Indlcat. a diff.r.nt tax rat., pl.... .tat. your r.lationship to dec.d.nt. OFFICIAL USEONLVO AAF PAbEPARTHENT OF REVENUE . . PART ~ 'fAX "c.rUKN - COm'Ul"l.O.. LINE 1. D.t. E.t.blished 2. Account B.lanca S. Parcant Taxabla 4. A.ount Subjact to Tax 5. Debt. and Daduction. 6. AMount Taxabl. 7. Tax R.t. 8. Tax Du. TA^ Uj; Julin.....",)...,. A;:caUNiS PART ~ DATE DEBTS AND DEDUCTIONS PALJ 1 2 3 4 5 6 :7 8 CLAIHED OJ' 1 2 3 4 5 6 7 8 . X PAID PAVEE DESCRIPTION AMOUNT PAID I TOTAL (Ent.r on Llna 5 of TalC COMPutation) I . Undar pan.ltla. of par jury, I d.clar. th.t the co.plat. to the b..t of .y knowl.dg. and b.~I.f.. ~J/ _U~. /-,. I ' t! (i'l f toG. c, - - -;r:J::,! /l.' ) VE S ON T E , faot. I h.va raportad abov. ara true, HOME (-11-" 1 '/'~ ,/. ,~ ;) WORK (,__ ) TELEPHONE NUMBER corract .nd V)~_/ ,,-' /I '1'/ DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAM ASSESSHENY with applluble Int.r..' b.,ad on Inlor..tlon tubatthd by iN flnllnclal IntUtutlon. r. lnher1t~. till baca... delinquent nine eonthl aftar thl dlud."t', data of duth. J. A Joint account I, tl.abl, Iv,n though thl dle.dan", n... w.. added .. . ..ttat 01 convenience. ~. Account. (Including tho.. hald btt",en husband ~ wlf.. which thl dleldant put In Joint n.... within on. y.at prior to d..th at. fully t..able II tran,'e". 5. Accounh nt_Hahn Jolntlw b,t.,.." hu.b~ Met wlf. en th." ona vur prior to dulh at. not t....,.. 6. Account. held b1 . dlcadent "In trutt 'tlr. anothar or athar. .r. h..bh fully, REPORTING INSTRUCTIONS - PART - TAXPAYER RESPONSE 1 1. BLOCK A 4 If thl Infor..tlon and cOllPUtat1on In thl noUu .t. cornct Ilnd deduction. an not bllnt cl.I..d, place en -X" In block w," of P.tt 1 of the "hxp.y.r R..pon.... ..ctlon. SllIn two copl.. M,d .ubllt th.. with your check for the eeaunt of t.. to tM R.,ht.r of WUh of the county Indlnt.d. Th. PA D.plrt..nt of R.v.nu. will llIua an offlclll ......nnt CFor. REV.UU U) upon rec.lpt of ttl. r.turn Irol thl R.,hhr of WUh. Z. aLOCK. - If the ....t .p.clfl.d on thle notln h.. b.." or will b. nporhd end tn p.ld with the P.MlVlvenll Inherltenc. Tn Rlturn filed by the d.cedent'. r.pn.enteUv., piece an "X" In block "I" of P.rt I of ttl. "hxp.yer R..pan.... ncUon. Sign on. capv end r.turn to the PA Dep.rt.ent of Revenue, lure.u 01 Indlvldull Tlx." D.pt reD601, Hlrr..bur" PA 171re-D601 In the Mv.lop. provided. 5. ILOCk C - II thl notlc. Infor.~tlon I. Incorr.ct Bnd/ur d.ductlon. .r. b.lng cl.I..d, ch.ck block "C" and co.,l.t. Part. Z end 5 '~aordlng tu th. Inctrucllonl b.l~.. ~I.n t~o copi.. ar.cl .ubllt ttl.. wltn your ch.,~ tor ttl. ..uunt of t.. p.yabl. to ttl. RI,lltlr of Willi of the countv Indlc.t.d. Th. PA D.p.rt..nt of Rlv.nu. will I..u. an olflol.1 .......ent CFor. REV-154S EX) upon rlcllpt of the rlturn Iro. thl R.,ht.r 01 Wllh. TAX RETURN - PART - TAX COMPUTATION Z LINE 1. Entlr HOTEl thl d.t. thl .ccount orllllnllly .... IItabllth.d or tltI.d In thl .amlr ..htln, et d.t. 01 d..th. For I decedent dying .ft.r Il/lz/aZI Account. which thl dlcld.nt put In Joint n.... within ani Cl) YI.r of dl.th .rl t.nbl. fully.. tranlle,... How.vlr, th.r. 11 IN1 Ixclullon not to nn.d 15,000 plr tran.I.r.. r.,lrdl... of the valu. of the .ccount or the noab.r of Kcounh held. If . dauble ..tlrl.k CNNJ app..r. b.for. your Ilr.t n... In the addr... portion 01 thll notlcl, thl '5,000 exolu.lon alr.ldy h.. bl.n dlducted Ira. the .ccount b.lancl e. r.port.d by the flnanolll In.tltutlon. Z. Ent.r the tot.1 b.I~1 of the .ocount Includln, Int.r..t ICcru.d to the dlt. of dl.th. 5. Th. percent of thl account th.t I. t.xlbl. for Ilch .urvlvor I. dat.r.lned .. follow.1 A. Th. p.rcant t.xabll lor Joint ....t. .stabU.h.d .or. th.n ani y..r prior to the dlcedant'. d..thl DIVIDED IV TOTAL NUttIER (If' JOIHT OWNUS E_..,I., A Joint ....t r.lIl.t.r.d DIVIDED IV TOTAL NUttiER OF X 100 . PERCENT TAXABLE SURVIVINC JOINT OWNERS In the n..e of the d.c.dlnt and two oth.r p.r.on.. 1 DIVIDED IV 5 (JOINT OWNERS) DIYIDED IV Z (SURVIVORS) . .1'7 X 100 . 16.7:( CTAXABLE FOR EACH SURVIVOR) I. The percent t.Kebl. lor ....t. cr.. tad within ani Y.lr of the dacadent'. d.ath or account. ownad by the d.c.dant but h.ld In tru.t for ~th.r Indlvldu.U.J Ctru.t b.n.Ucl."'..)1 1 DIVIDED IV TOTAL NUMIER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES PERCENT TAMABLE X 100 Ex.apl.1 Joint account r.lIl.t.r.d In the na.. of the d.cadent and two oth.r p.r.~~. and ..tabll.tled within onl y..r of d..th by the d.cadent. 1 DIVIDED IV Z (SURYIVORS) . .5D )( lOa . 50:< ITAXABLE FOR EACH SURVIVORl _. Thl .lOURt .ubJect to tlX Clln. 4) I. d.t.r.lned by .ultlplvlnll the account b.lanc. C11n. rJ by thl p.rc.nt taxable Clln. 3J. 5. Ent.r the totll of the atilt .nd deduction. 1 ht.d In P.rt 5. b. Th. .ltOURt t.nbl. 111M ,) Ie d.t.r.ln.d by 'ubtractlng the d.b.. and dedUction. ClInl 51 Irol the saount .ubJ.ct to tl. Illn. 41. 7. Ent.r the IPproprletl tlK r.t. ClIn. 1) .. d.hr.lned b.low. A. For d.t.. of deeth occurring IIft.r 6/50/'*" thl hK rat.. for tran.I.r. to .pou... IIr. .. follow. I 1. DI'n of de.th on or .fhr 7/1/" and b.for. 1/1196 the rat. h n. Z. nat.. of dl.th on or afhr 1/1/96 and befor. 1/1197 the nt. .. 2:<. 5. nat.. of dl.th on or .ft.,. 1/1/97 and b.for. 1/1198 the rat. .. 1:<. 4. Dat.. of de.th on or afhr 1/1198 tran.'.r. to spou... will b. u.~t Irol '1I1C. Hot., For d.t.. of d.eth prior to 7/1/94 tran,'.r. to .pou... ar. t.x.bl. ftt 6:<. I. Tran.I.r. to 1In..1 d..cend..,t. Includlnll I.th.r, loth.r, .on, daught.r, grandchildren, .on-In-Iaw, dMlghtlr-ln-I..., .t.pchlld end their I..u. Ir. "xebh .t .he p.rcent (UJ. C. Tren.f.r. to 811 other. Including brother, .I.t.r, uncll, lIunt, n.ph.w and nlac. ar. t.xlbl. .t flftaan p.rcent CI5:<). D. If you change the talC ratl, pl.... .peclfY your reletlon.hlp to thl d.c.dent In the .r.. provided. a. Thl a.ount of t.IC dul Cllnl aJ It d.ter.ln.d bv eultlphlnll the ..aunt taxabll I1ln. 6) by the tex rlt. I1ln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AlIoweble dabtl end dedUction. .r. d.tar.ln.d .. lollow.1 A. Vou le,.lly .r. r..pon.lbll lor p.y.ent, or the ..tat. ,ubJect to .d.lnl.trltlon by . p.r.on.1 r.pr..ent.tlv. I. In.ufflcle"t to pay the deductlbl. It.... I. Vou .ctu.llv p.ld ttl. debt. Ift.r da.th of the d.cld.nt and can furnl.h proof of p.v..nt. C. D.bt. b.lng clal..d lU.t b. It..lnd fully In Part 5. If .ddltlonal .pece It na.d.d, un pl.ln papar 8 I/Z" K 11". Proof of p.pent ..y b. r.qu..t.d bv tha PA D.p.rt...,t of R.v.nuI. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION DR 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. TDO' (717) 77Z-ZZ5Z (HEARING IMPAIRED ONLY) --. Y."" -, - . ------ ----- --- -- - --- -- - ---- -'---'- -- -- - -- -------- RECEIVED FROM, a ACN ASSESSMENT I!' CONTROL I:lI NUMBER AMOUNT AGATHA E FRANK ~"'I""/OI -hY..:I4 I , L '~OHU' j I I I I I . 611 eND STREET STEEL TON PA 17113 ESTATE INFORMATION. 81 S II 9 'OfOHU, ; el-1994-0910 SSN 1915-07-4097 M WERNER VIRGINIA A CUHBERLAND REMARKS REGISTER OF WILLS m TOTAL AMOUNT PAID t159. 34 , cw I I 'K",,,~0J~ ~4 MARY C. LEWI I' REGISTER OF WILLS I AGATHA E. FRANK SEAL CHECKII 41567 --------'--------------- -------------- ' . , " ,~ .. . , / " . . . . ' , " - - - . r-"""" .. , "\F.'._.' , A_ _ _-.11'-.....,'..- --....-.--:-:-.......-.. r -.' \. / 'I ;;'1_:.;' .-5' REV-1548 EX AFP 110093* COMMONWEAl'H OF PENNSYLVANIA IKPAIlItu:NI OF REVEHUE BUREAU OF INDIVIDUAL lAMES o r. n0601 H AAtsIUAG. Pi I1lza-0601 e, 01- NOTICE OF INIIERITANCE TAX APPRAISE"ENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTION... AND ASSESS KENT DF TAX ON JOINTLY "ELD OR TRUST ASSETS E TATE OF WERNER DATE 01-10-95 VIRGINIA A DATE OF DEATH 12-28-93 CUMBERLAND nE NO. 21 94-0910 S.S/O.C. NO. 195-07-4097 AGATHA E FRANK 611 2ND ST STEEL TON PA 17113 COUNTY ACN 94147757 REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 AMount R...1U.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... RE-v:i54-i-i)f-AFP--iio-:9ii------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS DATE 01-10-95 ESTATE OF Wr~NER VIRGINIA A DATE OF DEATH 12-2B-93 COUNTY CUMBERLAND FILE NO. 21 94-0910 TAX RETURN WAS. ACN 94147757 S.S/D.C. NO. 195-07-4097 (X) ACCEPTED AS FILED ( ) CHANGED JOINT DR TRUST ASSET INFORMATION FINANCIAL INSTITUTION, MELLON BANK NA ACCOUNT NO. 152-106123 TYPE OF ACCOUNT. () SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-09-72 Account Balance Percent Taxable X Amount Subjact to Tax Debts snd Deductions Taxable Amount Tax Rate X Tax Due 791.18 0.500 395.59 .00 395.59 .15 59.34 TAX CREDITS: PAYMENT DATE 10-26-94 RECEIPT NUMBER MM913119 DISCOUNT (+) INTEREST (-) .32- INTEREST IS CHARGED FROM 10-27-94 TO 01-18-95 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM 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 DR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT." AMOUNT PAID 59.34 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS TN.N Ii, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR I. VOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 59.02 .32 .01 .33 co ~if - ':=t OEl ~- Ill;::::: E: ,) . ~, j: <',8 ;r-- 0 , ..) u - .' n , 1- '0 ~ ~ (,J 0101 ~.~j -= < ., 8l?,l ". .0 t5: "~g .- <lie: CD e: (.) PURPOSE OF HOTICE. To fulfill thl r.qulr..entl of S.atlon 2140 of thl Inheritance and E,t,t_ Tlx Act, Act It of 1991. (72 Ptl. SIOtlon 2UO), PAYt1EHT I Detlch t~ top portion 0' thl. Hotlel and ,ub.lt with your p.y.~t to t~ Rlgls'.r of Will, prlntad on the rav.r.. ,Id.. .. "aka chick or .onlY order pIYlble tal REGISTER OF WILLS, ACENT. All ply.ene. r.calvld shill flr.t ba appllld to BOY Int.r..t which "V b, dul, with BOY ,...Ind., .ppllad to the tlX. REFUND (eM) I A r.fund 01 . tlX cr.dlt, which WI' not r.qu..tld on thl t.. r.turn, ..y b. rlqueltld by coaplltlng an "Applleltlon 'or R,fund af Pennlylvanla rohlrStBOca and Eltat. ,.." (REV-Ill)). 'PPllcatlon. .r. IVIll_ble at thl O,flcl of the RIDII..r of Willa, ~v of the 25 A.v.nu. DI.trlct o'flc.. or bV c'lllng the .p.cl.1 2~-hour an.warlng ..rvlc. ~'r' 'or 'or.. orderlngl In Penn.vlvanl. 1-800.562-2050, out.ld. Penn.vlvanl. and within 10cII H.rrl.bUrg .r.. (717) 787-109~, TDDI (7171 771-2252 (H..rlng I~alrld only). OIJECTIONSI Anv p.rtv In Intar..t not .atl.fl.d with the appr.I....nt, allowanc. or dl..llowanc. 0' daductlon. or ........nt 0' t'M (Including dl.count or Int.r..t) .. .hown on thla Notlca "V obJact within .Ixty (60) dav. of r.c.lpt 0' thh Notlc. bVI --written protnt to the Pi o-p.rt..nt of R.vanu., lo.rd of APP...., D.pt. 281021, tt.rrhbUrlh PA 17128-lOU, OR ".I.ctlng to have thl ..ttar d.teralned .t tha audit of tha account of the parsanal raprnant.Uva, OR "..,p..1 to the Orphan.' Court ADHIN- ISTRATJVE CORRECTIONS I f.atual .rror. dl.covarad on thla .........,t .hould b. .ddr....d In writing tal PA D.p.rt..nt of R.v.nua, lur.au 0' Individual talC", AllNI po.t A.......nt Ravl.w Unit, DEPT. 280601, ttarrhburg, PA 17128-0601 Phone 17171 717-6505. S.. plge 5 0' the booklet "In.tructlon. for Inh.rltance TllC R.turn for a R..ldant D.c.dent" CREY-1501) for ~ .lCpl.natlon of adalnl.tr.tlv.lv corractable .rror.. DISCOUNTI If anv talC due I. paid within thr.. 151 calendar aonth. aft.r the dlc.d.nt'. d..th, a flva p.rc.nt 15~) discount of the talC paid h aUow.d. INTEREST I Int.r..t I. ch.rgad baglnnlng with flr.t dlv of dallnquancv, or nlna (9) lonth. and on. Cll dav 'roe tha data of dlath, to the data of pav..nt. TalCa. which b.caa. d.llnquant bafora Janulrv I, 19., b..r Int.ra.t at the rata of .llC C6~) p.rcant par annua calcul,tad at . dally rata of .000164. All talC" which bac... dallnquent on or .ftar Januarv I, 1911 will b..r Int.r..t at a rata which will vary froa ealandar yaar to cal.nd.r va.r with that rata ~c.d bV the PA D.part.ant of R.venu.. Tha appllcabla Int.r..t rata. for 1912 through 1995 ar" 'tor Inter.st Aat. O.lh, Intlra.t Factor xur Int.r..t Rat. Dall", Int.ra.t Factor 1912 tOX .000541 1,.7 .~ .000lU .915 I'~ .OOOUI 1918-1991 m .00OSOI I'.~ Il~ .000501 1992 .~ .00a2U 1915 U~ .OOOSS6 19U-I')9~ 7X .000192 19.. lOX .000l" 1995 .~ .000247 --Int.r..t I. calculatad .. 'ollow., IHTEREBT . BALAHCE OF TAX UHPAIO X HUHBER OF DAYS OELIHQUEHT X DAILY IHTEREBT FACTOR --Anv Notlc. I..ued .,t.r thl t.. blcoae. d.llnquent will r.fllct an Int.ra.t c.lculltlon to ,Ift.an (ISI dlVI bavDnd the date of the .......~t. I' pav..nt I. lada a,tar the Int.ra.t co~tatlon d.t. .hown on the Notlc., addltlona. Internt MI.t be calculatad. v/ t( ,J / Y' -..ly.J~':')- REV-154B EX AFP (12-94* COMMONWEAltH OF PENNSYLVANIA DEPARTMENT Of R[Y(N.I: IURUU OF INDIVIDUAL TAXEI DEPt. nOlo I HARRlllURG, PA UUI-UGl NOTICE OF INHERITANCE TAX APPRAISEftENT, ALLOMANCE OR OISALLOMANCB OF DEDUCTION <_AHO ASSESSRENT OF TAll ON JOINTLY "~LD DR TRUST ASSETS DAT! 10-09-95 ESTATE OF WERNER VIRGINIA A DATE OF DEATH 12-28-93 COUNTY CUMBERLAND FILE NO. 21 94-0910 S.S/D.C. NO. 195-07-4097 ACN 94149438 AGATHA E FRANK 611 2ND ST STEEL TON PA 17113 REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 AMOunt R..ltt.d ~ CUT ALOND THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... R-{v:is4-a-ijf-AFji-ri:f=94i-----------.------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-09-95 ESTATE OF WERNER VIRGINIA A DATE OF DEATH 12-28-93 COUNTY CUMBERLAND FILE NO. 21 94-0910 TAX RETURN WAS, S.S/D.C. NO. 195-07-4097 (X) ,ACCEPTED AS FILED ( ) CHANGED JOINT DR TRUST ASSET INFORMATION ACN 94149438 FINANCIAL INSTITUTION. MELLON BANK NA ACCOUNT NO. 152-1061232 TYPE OF ACCOUNT. () SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-09-72 Account Balance Percent Taxable X Amount Subject to Tax 'Debts and Deductions Taxable Amount Tax Rate X Tax Due 791.18 0.500 395.59 .00 395.59 .15 59.34 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 DR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT 8ALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER THIS DATE, SEE REUERSE FOR CALCULATION OF ADDITIONAL INTEREST. · C IF TOTAL DUE IS LESS THAN tl, NO PAYRENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU KAY BE DUE A REFUND. SEE REUERSE SIDE DF THIS FORN FOR INSTRUCTIONS. I .00 59.34 5.32 64.66 INTEREST IS CHARGED FROM 09-29-94 TO 10-17-95 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM 00 ~ ;" :11 '.f", \)1 ,.'.' C" :. .-.. I u, -l t'., J;' 1'-' PURPOSE Of NOTlCEI To fulfIll the requlr-..ntl of S.allan 2140 of the Inherltence and E,t,t. T-x Act, Act IZ 0' 1991. (72 P.S. SHUon 2140). PAYJEHTI DIIt.tl the top partlon of thh NoUe. 8M ,ua-it with your PIYMnt to the R-vht.r of WUb prlnt~ on the r.v.,... .Ide. ... "M' check or IIOMY order p.~l. tal REGISTER Of NILLI, AK:EHT. All p,~U rec.lved ...11 first be 1IPP1hd to MY Int.n.t which _>> bI We, with ."y r_SneII.. ..,l1M to the tax. REf1JND (CAli A nfund of . tax credit, WItch .... not r.....tld on the tu r.turn, ..y .. r.....t.t by COllPl,Ung ." -Appll"Uon 'or R,fund of p~.ylvenl. l~rltenc. ~ E,t,t, Tu. CREV-1S1S). ApplIcatIon. .r. lv.l1abl. .t the Of,lcI of the R-ahtl,. of WUh, ..,y of the U Rlv..- ohtrlol O"lc.. or by cIUlna ttMl ~1.1 Z4-hour ..,......Ina ..rvlcl ~r. for for.. orderlngl In pennlvlvenl, 1-100-562-2050, out,lde Pennlvlvenl. and within local Harrisburg .,... (717) 7.7-1094, fDDI (717) 772-2152 ("--rIng JIP.l~ed Onl~). OIJEClIDHSI Any p.~ly In Int.rllt not ..Usfled ..Ith the IIPPr.ls......t, .1l0WWtC. o~ dl..llOWWlC. of deductions or ............t of tu UnolucUng dllcount o~ Int.r.sU .. shown on this NoUc. _:I obJMlt ..ithln sbly (60) d.ys of rK.lpt of thll Notlc. bYI --writt.n p~ot..t to the PA DIp.rt.ent of Alvenue, Bolrd of Appeal., Dept. 211DZ1, Harrisburg, PA 17121-1021, OR --.IMltlng to "v. the ..tt.~ det.r.lned .t the IUd I t of the acCCU'lt of the per.onel rlPr.....t.Uv., OR --IIPP..l to the O~phBn'. Court AnttIN- ISTRAlIVE CORRfCTlDHSI FlICltvll .rrors dllcovlred on thll ............t should be addrllHd In wrlUng tal PA Oeplrt...,t of Rlvenue, lurllU of Individual Taxi', ATTNI Po.t A...........t Rlvl... unIt, DEPT. 210611, "-rrllburg, PA 17121-0601 Phone (711) 117-6515. S.. Pigs 3 of thl bookl.t "In.tructlon. for Inherltanc. Tu Rlturn for a RI.ldlnt OIc~t" (REV-1501) for In Ixplanatlon of ~lnlst~atlvll~ corrllCltBbla Ir~ar.. . DlstoUHTI If 1Wl~ tu ctu. h paid within thr.. (3) c.lendar -.nth. aftl~ the dec~t'. dllth, I flvl parclnt (IX) dllCCM1t of tM tu plld 11 aUawed. INTEREST, Intlr..t 11 chlrged beginning ..lth first dew of dellnquency, or nlM (9) IIOnth. and onI U) day frOll tM dat. of delth, to thl dlt. of Plyasnt. TUII ......lch bee... dlllnquent before JWlUIry 1, 1912 be.r Int.r..t .t tM nt. of .be (6:() perunt per .,.,.. calcul.ted .t . dally r.t. of .100164. All t.... .....Ich bee... delinquent on or .ft.~ JlnUlr~ 1, .912 will be.~ Int.rl.t .t . r.t. .....Ich ...Ill v.ry frOll c.lendI~ y..~ to cIIsndar y..~ with thllt r.t. MnOI..nCed by tM PA DepI~tHnt of Alvenue. ThI appllQbI. Intlr..t r.t.. fo~ .912 thrOUGh 1995 Ir., lJ.tt Int.r..t R,t. Olllv Inhr..t FltCto~ l:ur Inter..t RlIt. D,llv Interl.t FltCtor 1912 1913 19" 1915 1916 --Int.r..t zoX lOX IIX ISX 10. I. ca.culated I' .ODDMI .ODDOI .olun .ODD356 .0IUl. foUow" 19.7 1911-1991 ,"z .993-1994 '"5 .X IIX 'X 7X 'X .IIDZ41 .DDUII .DDU41 .DDU9Z . DDUU INTEJlEIIT . BALANCE OF TAll lIHPAIO X HUIlIlER OF OAYS DELIHQUEIIT X DAILY INTEJlEIIT FACTOR --Any NoUea hsued Iftl~ thl tlJC bee...1 delinquent wlU ~.f1Mt ., Int.rllt calculation to flft... US) day. beyond tM data of the ........,t. If p.~t 11 .... aft.,. the Int.r..t ~t.tlon dlit, IIhowI on the Notlc., .dcUtlon.l Int.rlst .u.' bIi calcul.'.. .4'~'" _ ...."" -. .. . ~~---------------------------------------~---------- . -..,. ..' . O. ,"A ....A. "'0' 8'2' '2' '5'.2.. COMMONWEALTH OF PENNSYLVANIA NO. ," , .. '. ' DEPARTMENT OP RIVENUE : ...;,.. "I.'" OPFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .' /.... :il " . ", , RECEIVED FROM, i ACN ASSESSMENT P:I CONTROL iii NUMBER AMOUNT AGATHA E FRANK .....1.......;36 .6...66 611 eND STREET STEEL TON , PA 17113 -'~OHfII SSN 195-07-4097 (fiRST) (Mil '~DHUI~ I I I REMARKS AGATHA E FRANK m TOTAL AMOUNT PAID REGISTER OF WILLS I RECEIVED BY );'1(, J . I ( .-' , . /~OI:lATU'E i . , I MARY C. LEWIS ""; ',' . REGISTER OF WILLS .64.66 VZ SEAL CHECKlt 47ge :,., " ,'" '. ,';.1",,;; I i , " ,+- , ) : , ~-------------------------------------------~---7~- P, . ' -- . -v-.,-.w- . -~ _','-':-...---.r..._..tI -'""q 1" ....:. -- , \ " v 1'/ . d. </3- .::J REV-1607 EX AFP (12-94* COHHOHW[AlTH Of PENNSYLVANIA DEPAAlHEHT OF REYENJE IURfAU Of' INDIYIDUAL TAXES DEPT. 110601 HARRISBURG, PA 171ZI-0601 ACN 94149438 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 11-13-95 S 0 WERNER VIRGINIA A FILE NO. 21 94-0910 DATE OF DEATH 12-28-93 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAM PAVNENT TO THE ADDRESS SHOIIH. NAME CNECK PAVABLE AND RENIT PAVNENT TO, , AGATHA E FRANK 611 2ND ST STEELTON PA 17113 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 AltClunt R..Ut.d -./ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... riEV:i6iWix-AFP-iiz:94"i"-m-iiiii;-iNifiRii'ANCE"fl\x-si'iiiiliiiftif-OF-l\ifciiu'Niu.-liiiu----mu-um---- ESTATE OF WERNER VIRGINIA A FILE NO.21 94-0910 ACN 941-19438 DATE 11-13-95 THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHDIIH BELOW IS A SUHHARV OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAVNENTS, THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 10-02-95 PRINCIPAL TAX DUE I. 59.34 PAYMENTS (TAX CREDITS), PAYMENT DATE 10-24-95 RECEIPT NUMBER AA082252 DISCOUNT (+) INTEREST (-) 5.42- AMOUNT PAID 64.66 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER TNIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS TNAN .1, HO PAVNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. 59.24 .10 .00 .10 I. HI 1-1 PAYPEHTI EMtltCh thlt top portion of thh Notlc. Md .utMllt ..1th vour ,.,...,t ... p.v.l. to ttt. n-. Iftd -*lr... prlnt~ on the r.y.r.. .1de. If AfIIDVCT DEaDENT ..... cMck 0' ItOMV or.' p.pbl. tOI R!DIST!R Of WILLS, ADENT t If NOH"REIIDEHT D[tfQ[Hf ...... chHk or 110M' ordlr PIV.l. tOI CotltOHW!AL TH 0' PENNSYLVANIA. All p.v-ent. rle.lvld .h.ll ~ eppll.d flr.t to InV Int.r..t which "V ~ due with InV ,...Inder ."II~ to the t... R['~D CtA). . r"l.W\d 0' a ta. cr.dlt, which .... not nqu8.t~ on tht ta. Raturn, aay ba r..-.tad bv oOllpl.Une In "application 'or R.'und 0' Pann.,lvlnla Inherlt~. and t.tata tSM" CRtV..l'l'). Application. .r. ."allabl. .t tM o"lc. 0' thtl R..lltar 0' WIU., WI' 0' thl l! llev"",. Dlltrlot OffiCII or 're* the EMpsrh,ent.. ""hour WI.we,lng ..rvlc. nuaber. 'or 'or.. orderl",1 In Pennlvav..,la a..aoo"",,,,olo, out. Ide Penn.vavlnl. Met ..Ithln 10cll Hsrrllburll ar.. (711) 711"1094, Too. C7U) 71"UII m.arlng I..alrad onh). REPlV tDI ChM.tlon. r..ardlng arrar. contllMet on thle noUu Ihould M addn..~ tOI P' Departllent 0' AavlnUl, alJr.au 0' IncUvldunl Ta.lI, ATTNI Po.t A........,t Ravl... Unit, Dept. 11061., lI.rrhbu'lI, PA 17111"0601, phoM (717) 717"65DS. D1SCotltTI 11 ....y t.. due 11 p.ld ..lthln thr.. U) a.l.ndar eonth. ,".r thl d..:.den"1 dI.th, a fly. parc",t n:n discount 0' the ta. paid 11 aUowad. INTEREITI Intara.' II charlled bagl""ln. ..Uh 'I"t dlY of d.lInquency, or nine Cf) ""thl and one CII dli1 "M the data of d.ath, to the dsta 0' p'vlent. hllU which b.OI" d.lInquen' b,'ora JMUarv I, I'll baar In'."" .t tM nt. of ,he U:U p.rcan' par annuli ulculatad .t a daUy ,.t. 0' .011011.'. All t.MII which b.c... d.llnquant fH1 and .ft., Janu.ry 1, 1911 will b.., Int.rut .t . r.t. which ..111 v.ry ',M uland.r ~..r to ultndar Vllr yUh th.t rat. announced bv thl PA u.p.rt-.nt 0' R.v~. The -..pllaabl. tnt.,..t ,ata. 'or "" through .". "'1 Y..r Int.rut R.t. a.lly Int.r..t '~tor Y..r Tnt""t R.t. a.tly Int.rllt 'ItGtor .'1' In .oaas41 191' ox .000'" 1'15 I6X .001141' 191'.."1 IU .III1DSol I'" llX .DODSOI 1'91 .. .0011'" 1915 ISX .000DS56 1"'.1'" IX .IIODl9I I'" iDle .000114 1'91 ox .11011'" --lntar..t I, c.lcul.tad .. 'ollow'l INTEREST . eALAHCB OF TAX UHPAID X HUHIBR OF DAve DBLIHQUENT X DAILV IHTBRElT FACTOR -"Anv Notlc. hlUed aft" thl till bK"1 1II)I".,."t ..Ill rafl..t ., Int",.t calcul.tlon t. 11ft.." 115) dav. b.yond the d.t. ., the ......eant. .f p.~-.nt I. ~ a't.r the Int.r..t coaputl'lon dat. .hown on thl Notice, additional Int"..t au.t ... calculi tad. '-. \~., l'\\\\)ii~ 11/I(l'\\; j~ \ \ '\..~ J i I h "J' ) il 1; I it 1 :\ <i\ \ .1" I \ .... ..... i I \ \ , , , '. .. ...~ ~ ~ () :x: ~ ~ -::f ~ ..~ r<\ ~ ~ - M ....... -.... ~" .- , .a at'- e.J ~ '- a~2t .~. cz:: UJ -f\J.j \- ~ \~ ",\.lJ - en :::r 'X> cb.~ ~. > \.,':s r..~ wu~ ~ I "-!.:: :';L <;;:.:., il:L \"2. ~ \ Q;: 'fu ~ \. G:~ I'L \ \0~\~ t '.. I \ cL: F\ ~, t~,<sCl;: ~ ~~~~ I :t:1 (~;0~i,~~':E:'~:::~':'-'- -' ;,:.') . . -- -: - -:: -: -- -; =; =; - -: - ~ . \ ::: t -: \ ~- \. - i , , 0. : ~ \ \ \ \ \ - -l, . '; , ~ 1 . '"' \ \ ....'.... 'I . . ~ " ~{. ,'"! . ~ . . _.t' r \ ,. I " ~ , I", ~\ . . ;.; ... ~,~ r , "J , :' .... l'" .. '. ..., ; \ . ..; ., I '0, 4,., t .1 '1-1" ~ '.\ ! .. ".1" t !,,. t \."Ii J .; ...." " \. .,~ , '. . \~ I ! .j i \ ,. , \ ": . i ~ \ , .. I , '. -- ~ ""'.:- --.' ';t . - - _..- - ---....... " . ~--....--....'-' ....,.., .'.... , ., , .. _", _.._",,"':'d >= .''''n."' ",'c,,.,, f" .;., {~'~"~'''''''~:F'~ '.~'i:.~ _",;~~-,.:,,,,.,,,"",:,, ,.. .". ,,-~. '. REV-1548 EX AFP (12-94)* CDI'ItONWEAL TH Of' PDlCSVLVAHlA IlEPART1lEIlT OF REVDIJE II.ItEAU oF INDIVJDUAL TAXES DEPT. 2111601 HARAISIURG, PA HUI-Ual - ..,.. "OTICl Om""IIITA"CI TA" A"IA111"tHT~ AL MA"e. 01 DIIALLOMA"CI 0' DIOUCTI0 l. AIIIIIIRtHT 0' TAlC 0" JOI"TL" 01 TIUIT AllrTI DATE 10-09-95 ESTATE OF WERNER VIRGINIA A DATIl Of' DCAlll 12-28-93 COUNTY CUMBERLAND f FILE NO, 21 94-0910 I .: (, S,S/~,C, ND, 198-07-4097 ACN 9414943B '.,' elF: AGATHA E FRANK 611 2ND ST STEEL TON PA 17113 RIHIT PAVHENT Tal REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 AllOunt R..Utod "tJ I {;. [. l~~--"-'--"'--'''-~'''-~~'''~ ..~,..,w~.~",.~'-"'#"~'- _.,.~._...",....".-~~,,~..~,._~._~~"_' ".\ . ~ .\' ." ; ~":., l~' ,- ',"'''' , ,~ \ I . 'i!< ,r f' " it :', ,'" r. >' . . .. i i , ~ ' '0; ':". r. ~ '\ .1 . t' .-. . \I,..f ., II '.~. '.. '. ,..' , ;' . ,. '. . . ..;' ,~ .. , . , ~. ,'} I It. "', ~ ' .' ' ~ - . .' < i , .... - . --...---*- -- r"';"~ .." ~_. J r -~... ~ _ 1 ~. " .' , '. ',- ' I' . -. .... ..~.. . 4_'-_ h____. ...."., ( I t t I I \\\\\\\ . ~ , o ;: ~ " ~ ,,\ .... Ul q;.. -. t- ~Ji~ ~'1 ';- N\ <l:f6~_ ~ I ""j; ~\';j- ';.c: ;.!) 'r' :1( m._..___"~ ~ \ ..'1"' j"", Jr;. ;~, I', i....j ...., r, ~':::t (oJ ,If' "1'1 I(,i, 0, t..." .....J .......t .. f"" ." -, 1.- r",,' -t'''"'' ) '..' t.~, ; ('1'.\ ct:' , \ "'...."_N.... _._..~- \U ,~ ~ '() '::t Q ~.'.~ ~ ._ lU Be ~. ~....U Qj ., ~. ~. ~.~......~ 'Lu"' '" \1J...t' , ';h~ ~ ~3_:1 ~ -.:t , 1.9 ~ ">:C ~ ~- <::t: ~~eJ """~' ...,." ,,~ -- '-"-'0'. .. .. . ~''-'''''''_'m_.__ ',-- -.~ rc' ,,~-.- -f!'- 't '.. ._,,- . '" , , " . ~ j I of ::,_ ";"~' "'..1'-" .il j f~..".\ j-._'.: 'n,"'- 't'. I ~, ,.1 I . ',f"'~' ", ~ . ..-.: . : It; . # ' '. '. r. \ 'r,.1 ....,-':.; >. ,fI, ... t , ;. t- . ., r- / ; I. ..~. :,' p. ': : r . . .f -~. v~ 1. _ 1, 1:_, . . , , .