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HomeMy WebLinkAbout94-01074 '~ ,."' '" :.,-l;\::[i} ,.:'; .:'Jii:~;~~k.) :tl'~i,':~:1 " I- 1 " ,t~" _::'t $'- ',"" " ; ~ ,"C', >.;:: "- , '{'.~-,'~ '.: c,t, " .;-:'" , ~ i ~i'iL> ;.; , "~i . "~\;': - I :"' " "'.o~~, ., .'i ;:,:t,'~ "",_.;'7',- '-,,-" REV-1543 EX AFP (8-941*, C~ALTH Of PENNSYLVANIA DEPAAlHENT Of' REVfNUE IUAEAU OF INDIVIDUAL TAXEI DEPT. Z.0601 HiRAIIIURa, PA 11111-0601 FILE NO. ACN DATE 21 - C/4- /0 7Lf 94151422 11-26-94 INFORMATION NOTICE AND TAXPAYER RESPONSE PATRICIA J MYERS 151 BEIDLER DR SHIPPENSBURG TYPE OF ACCOUNT ~ SAVINGS CHECKIHG TRUST . CERTIfiCATE REHIT PAYHENT AHD fORHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 ESTATE OF MINNIE J MV~~S 5.S. NO. 162-22-6502 DATE OF DEATH 07-02-94 COUNTY CUMBERLAND PA 17257 PNC BANK hu provldld thl Dlp.rt.lnt ..lth thl Infor..Uon lI.tld b.lo.. ..hlch hu b..n u..d In calculltln, thl potlntl.l t.x duI. Thllr record. Indlc.te th.t .t the d..th of the abov. d.ced.nt, you w.r. I Joint own.r/b.n.flcl.ry of thl. ICCount. If you f..1 thl. Infor..tlon I. Incorr.ct, pl.... obt.ln wrltt.n corr.ctlon frol thl flnanclel In.tltutlon, .ttlch . copy to thl. 'or. WId r.turn 1\ to ".. .-,uv. .ddr.... Tlth ...~cunt h h"lbll In .I,;c~rt!tnc. "lth t~'" IMtrJh.,c. T:t'1 to,,'l' n' ."ft (''':'IIf'nvclllth Q' P.M'Ivlvl,.I... au..tlon. .IY b. In....r.d by c.llln, (717) 7'7.1521. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS Account No. 1750017488 Oato 02-14-85 Ed.bU.h.d To In.ur. prop.r cr.dlt to your .ccount, two CZ) cop I.. 0' thai notlc. .u.t Iceo,plnY your p.y..nt to the Rlal.t.r 0' Will.. HIk. ch.ek p'Ylbl. tal "A.'I.t.r 0' Willi, Aaent". Aacaunt Balanca 505.39 Parcant Ta.abla K 50.000 A.aunt Subjaat to Ta. 252.70 Ta. Rata K .15 Potential Ta. Dua 37 .91 PART TAXPAYER RESPONSE [!] I 'FAILURITO.. RESPOND. .lfILL R!8UL T:.IN .AN' OFFICIAL TAX. ASS!8SNI!NT BASED. ON' THIS' NOTZCa> A. c=J Th. Ibov. In'or..tlon and t.x due I. corr.ct. 1. You ..y chao.. to r..lt pay.ant to the Aagl.t.r of Will. ..Ith two cop Ie. D' thll notlc. to obtain . dl.count or .vold Int.r..t, or YOU ..y ch.ck box "A" and return thl. notlc. to the A.gllt.r of Will. end an o"lcl.1 ........nt will b. I"uld by the PA D.part_ant 0' A'v,nu.. NOTEI I' tlX pI~eentl .r. .Id. ..Ithln thr.. (S) .onth. 0' the d.c.dant". d.t. of d..th, YOU .ay d.duct . 5X discount 0' the t.x du.. Any Inh.rltancl t.x dul will blCo.. d.llnqu.nt nln. (9) aonth. .,t.r the date of d..th. [CHECK ] ONE BLOCK ONLY B. c:J Th. ebov. ....t h.. ba.n or will b. r.port.d .nd tlX p.ld with thl Plnn.~lvanl. Inh.rltancl Tex r.turn to bl flt.d by the dlc.dlnt'. r.pr...nt.tlv.. C. ~ Th. lbovl Infor..tlon I~ncorr.ct and/o~lbt. and d.ductlon. wlr. p.ld by you. You .ust caapi." PAAT L!J end/or PAAT L!J bllow. PART If ~ou indlcata a diffarant t~ r.t,,~l.a.a .t.t. ~our [!] ral.Uon.hip to d.cldant1 -~"1- _J) TAX RETURN . COHPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Eotabl hhad l;j - I + - J S 2. Aocount Ba1anc. 2 So 1. .., '/ ;5. Parc.nt TaMabl. 3 X !} lJ. 00 Co ~. A.aunt Subjact to Ta. ~ .:I !:":J.. ,0 S. D.bt. and O.duction. 5 6. A.uunt TaMabl. 6 7. TaM Rat. 7 X 8. TaM Du. 8 OFFICIAL USEONLYOAAF PA,DEPARTH.ENT OF_ REVEN~.E.' PART [!] DATE .?oS "., 0 ." " IS. I I.. DEBTS AND PAD 1 2 3. 4' 5 6 7. 8 CLAIMED DEDUCTIONS PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Ent.r on Lln. S of TaM COMPut.tion) I . Undar penalttaa of p.rjur~, I d.clar. that th. C~l.t. to the b..t of MY knowl.dg. and bali.f. -rm~:~~.^.T~E ~~ faot. I have raportad abova ar. tru., corr.at and HOME 1 _..._"~~:~ fOP~"l~I.,?n...7:J 0 _.1! 10, ''-''''''--''-' I.).,_;JI......'~. ""-n.TJ;__~=-.L~> , GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAK ASSESSHEHT with appllcabl. Inhrut b...d on l"fora.Uon .ubtlltted b~ t... 'Inlnol.l In.tI.utlon. I. Inhlrlhnc. tiN b.COM. dlUnquen. nln. 'onthl '''.r the du.d.n", d.t. 0' d..th. J. A Join. ~count I, t.wlbl. 'VIM though thl d.c.dent'. n... w.. .dd.d .. . ..t'.r 0' convenlenc.. 4. Account, (lnchJdlng tho.. h.ld b.tw.an hu.band Ind wlf.) which the d,cld.n' put In Joint n.... ..I thin on..ReeGHb"d.JIflt,;:J of ".'h or. full. .....,. .. ......,.ro. RO[li[,t(:( (JJ WI/Is 5. Accoun.. ,,'lbll.hld JointlY b.....an hu.band end ..I,. .or. thin on. ~"r prior to d..th .r. no' tlw.bl.. 6. Account. held bv . d,cldant "In trut' 'or" ~th.r or ath.r. Ir. t'M~I. fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE94 DIG 23 PI :11 1. BLOCK A . If 'he In'.r"'lon and cOlPUtltlon In the not Ie. .r. corr.ct and d.ductlon. .r. no' b.lng al.lled, pl.cI In "X" In block "A" of Pit' 1 0' the "hJlP.~.r R..pon.... IICUoM. Sian t..o copl.. end .ub.1t th., with your ~Ii{or_.~~~:~~) trourt t.w to the R.gI".r 0' Will. 0' thl coun'v lndlc...d. Th. PA DIP.rt..nt of A.y.nu. will I.tu. an o"'~~1fr~?fd Co P"A .,.,. REV-UU EX) upon reCllp' 0' thl "turn fro. the A.ghter ., WUh. IQ Ot 1"\ Z. ILOCIC... If the ..... .p.olfl.d on thh notic. h.. b..n or ..Ul b. report.d Met '1If Plld with the P'M'vl"..,.. Inh.rltllnC' T.. R"urn 'II.d by 'h. dlc.d.nt', r.pr".ntltlv., pl.c. en "X" In black "I" 0' P.r' 1 a' the "T'.Ply.r AI.pon'l" '.ctlon. Sign on. copy ~ r.t~rn to the PA Dep.r'.en' of RIV.nue, B~r.1U 0' Indlvldu.l T'M'., D.pt 110601, H.rrl.burg, PA 1711'-0'01 In 'he anv.lope provld.d. S. ILoa C - It the notlc. Info,.ltlon h Incorr.ct Indlor d.ductlon. .r. b.lng clll,ed, chick block "e" and cOlPI.t. Pith 2 and S according to the In.tructlonl b.low. LIDO t..o copl.. Ind .Ub.lt th.. ..Ith your check 'or the ..aunt 0' "M P'vlbl. '0 the A..I.t.r of Will. of the county Indlc".d. Th. PA D.p.rt,ant af R.vanu. ..Ill I..u. an of,lcl.1 e......ant (For, AEV.154' EX) UPon r,c'lpt of thl r.turn fra. the R.gl.t.r of Will.. TAX RETURN - PART 2 TAX COMPUTATION LINE 1. Ent.r the dlt. 'he .ccount orlgln.lly w.. ..tabll,h.d ar tl.l.d In the .ann.r 'MI.tlng .t d.tl of d..th. HOTEl For. dlc.dent dying I't.r 11/12/'2, Account. ~Ich the d.c.d.n' put In Join. n.... ..Ithln on. (1) y..r 0' d..th .r. t.wlbl. 'ully .. tran.,.r.. Ho".v.r, th.r. I. an 'Mclu.lon no' to ,wc..d 15,000 plr tren,'.r.. r.g.rdl... a' the v.lue of 'he ICCoun. or the nuablr 0' .ccount. held. If . double "terl.k Ckk) Ipp..r. b,'or. vour 'Ir.t n... In the .ddr... por'lon a' 'hl. notlc., the 15,000 ..elu.lon .1r.edy h.. b.en d.ductld 'roe the ICCOunt b.lanCI I. r.port.d by the ,Inlncl.l In.tltutlon. I. Ent.r the to'.l balanc. of the .ccoun. InclUding In..r... .ccrUld '0 the d.t. of d..th. S. 'hi Pltc."t of the .ccount th.. I. hlutbl. fa,. "ch .urvlvor I. d.t.,lln.d .. '0110"'1 A. Th. percent tawabll 'a,. Joint ....t. "'1b11.h.d lOr. then on. Y.lr prior to the d.c.dent'. dllth, I DIVIDED BY TOTAL NuttiER OF DIVIDED IY JOINT OWNEAS EW"Pl., A Joint ....t r.glltered In t~. n... 0' TDTAL NUHIEA OF X 100 . PERCENT TAXAILE SURVIVING JOINT OWNERS the d.c.d.n' 8nd two othl,. Plrlon.. . 1 DIVIDED Ii S (JOINT OWNERS) DIVIDED IY 2 CSURVIVORSI . .167 X 100 . 16.7~ CTAXAILE FOR EACH SURVIVORJ S. Th. p.rcen' '.klbl. 'or ....t. cre.t.d within on. YI.r 0' the d.cld.nt'. d..th 0,. ICCount. owned by the d.c.dln' but h.ld In tru.t 'or ,"ot~lr Indlvldu.lc.J Ctru.' b.n.'lcl.rl..J, 1 DIVIDED IY TOTAL NUHIEA OF SURVIVING JOINT OWNEAS DR TRUST IENEFlCUJIIES x 100 . PERCENT TAMAIILE Ek.apl., Joint 'cco~t r.gl.t.r.d In the n... of the d.c.d.nt end t..o oth.r p.r.on. and ..t,blllh.d within on. y..r of de..h by the d.cld.nt. 1 DIVIDED IIY 2 (SURVIVORS) . .50 X 100 . SU UAXAllE FDA tACH SURVIVOR) 4. Th. IIOUnt 'l.CiJect to t.w Cllnl 4) h d.t.rlln'd by aultlphlng 'h. .ccount b.lancl (lIn. 2) by the pltClnt t.ubl. Uln. 5). 5. Entlr the tcbl of the debh and deduotlon. lilt." In Ptll't 3. 6. Th. HOUrlt .e.tbl. Ulna 6) h d,'.ralnad by 'ubtractlng thl d.b.. .nd deduction. Clln. 51 'rol the 'HUn. 'ubJ.o. '0 tu Cline 41. 7. Entl" the IPProprl.t. t'k r.t. (line 7) II d.t.r.ln.d b.lo... A. For d.t.. a' d..th occurring "'.r 6/50/94, the ... r.t.. for 'ran".r. to 'POUI.. .r. .. follow., 1. 0.... of d..th on or .ft.r 7/1/94 end b.for. 1/1/96 the r.t. I. 5~. I. D.... of d...h on or .,t.r 1/1/" and b,'or. 1/1/97 the rlt. I. Z~. S. D.t.. 0' de.th on or .ftlr I/I/9' and b.'or. 1/1/9. the r.t. I. I~. 4. D.... 0' d.ath on or .ft.r 1/1/'. tren,'.re to .pou... wiil b. ...~t frol tex. Hot., Far dlt.. of d..th prlar ta 7/)19~ tren.',,,, to .pou... It. ....bl. .t ,~. I. Trln.',,,, to Un..l de.cend.,.... Including f.thlt, .other, 'on, daughter, grandchildren, IOn-ln-l..., dlUllh'.r-ln.l~, .t,pchlld end thllr I..u. Ir. t.wabl. .. .Ik p.rcent C'~J. C. Tran,'.r. to .11 oth.r. Including broth.r, .l.t.r, uncI., aunt, neph... and nl.c. .r. t..abl. .. fl"len p.rcant (15~1. D. If YOU ching. the "k tit., p..... ,p.clf1l your tll.Uonthlp to the dec.dlnt In the .,.11 provided. I. ThI IIOUnt of tax due (lln. I) I. dat.r.IMId by .ultlPlYlng the .eoun. t...bl. Clln. 6) by thl t.x r... (line 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Al1a..1b11 debt. end d'ductlon. er. d.tlr.ln.d .. fallow., A. You l.g.11y .re ,...pon.lbl. 'or p.ve.nt, ar the ..t.te lubJ.ct to ed.lnlltr.tlon by . p.r.anel r.pr..ent.tlv. I. In'u"lcllnt ta p.y thl dlduCltlble U.... I. You .ctu'lb p.ld the d.b.. .ft.,. dlUh of the dle.dent end Cln 'urnhh proo' of p'Y.ant. C. Dabt. baing cl.I.1d au.. b. It..I'ld 'ully In P.rt S. If .ddltlon.l .p.e. I. ne.d.d, u.. pl.ln pap.r II Ill" x 11". Proof a' P'YltIf1t ..v b. ,..que.tld by the PA Dlpert..". 0' A.v.nu.. ::'.':...'.,..... 'C'-',." ,'..,:,. .. ...... ....... . . . TAXPAYER ASSISTANCE IF. YOU NESD FURTHER INFORMATION OR 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 (71n 787-8327.: TDD.(71n 772-2252 (HEARINGIHPAIREDONLV) :.\,:" REV-is43 EX AFP (8-94) * CDMKlHWEALTH OF PENNSYLVANIA DEPAAUtE:NI OF AEVfHUE IUR[AU Of INDIVIDUAL TAXES DE.pr. ,.1101 HARRlS'ORO, PA 17111.0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 -91.( - ID?1f 94151423 11-26-94 ESTATE OF MINNIE J MYERS 5.5. NO. 162-22-6502 DATE OF DEATH 07-02-94 COUNTY CUMBERLAND TYPE OF ACCOUNT ~ SAVINgS CHECKINg TRUST CEMTlfICATE REHIT PAYHENT AND fORHS TO. REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 PATRICIA J MYERS 15 BEIDLER DR SHIPPENSBURG PA 17257 PHC BANK h.. provided thl Depltt.lnt with the Info,..tlon listed balow which he. been uud In calcuhUng thl potentia. t.M due. Th.lr r.cord. Indlc.t. th.t et thl d..th 0' the above d.cedent, you ..er. . Joint ownar/bene'lcl.rY 0' thl. account. ., you '..1 thl. In'or..tlon I. Incorrect, pl.... obteln written corr.etlon '1"'0' the 'Inanoael In.tltutton, .ttach . copy to this 'or. end r.turn It to thl above addr.... Thl. .ccount I. t...ble In Iccordance with the Inherltanc. Tax L.w. 0' the Co,.onwe.lth 0' Penn.Ylvanl.. Duo.U"." ..W'''' ","'.rc~ bv ".III"G f7lll '17.""21. COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Account No. 1750017509 D.t. 03-26-85 E.labll.h.d Acaaunt Bal.nc. 1. 009.67 P.ra...t T.xabl. M 50. ODD A.aunt Subj.at to T.x 504 . 84 T.x R.t. K .15 PalanU.l T.x Qua 75 .73 PART TAXPAYER RESPONSE m 1'P'AILURI,rO RESPOHD ,llILLRESULT"IH AN OI'FICIAL' TAX ASSESSMENT BAUD OH THIS HOTICI 'I A. 0 The lbo"l Infol"'..tlon WMI tele dUll h correot. 1. You I.V choo.e to re.lt p.y.ent to the Ragl.ter 0' Will. with two cop I.. of thl. notlc. to obt.ln . dl.count or .vold Intere.t, or you ..y check bOle "A" .nd r.turn thl. notlc. to the Aegl.t.r of will. and an official .......lnt will b. I,.uld by the Pi DIP.rtlant of Aevenu.. To Inlure proper credit to your account, two CZ) cap I.. of thl. notice ,u.t .cco.p.ny youl'" p.y'ant to the Aeg..t.r of Will.. Hike check p.yabl. tal "Regl.t.r of Will., ADlOt". HOTEl If t.. PIYllnt. ara ald. within three eS) .onth. 0' the dlced.nt'. det. 0' deeth, YOU ..y deduct. SlI dhcount of thl tile due. Any Inhld lanc. tax due will bleH. dlllnquent nln. I') aonth. "te~ the det. 0' d..th. . [CHECK ] ONE BLOCK ONLY I. c:J The .bov. ..I.t h.. bean or will be ~eported and teM p.ld with the Pennlv1vlnl. Inherltanc. T.M return to b. 'lIed bv the d.ced_nt.. repre.ant.tlve. c. ~ The ehov. Infor..tlon l~ncorrect ~d/o~_btl and d.ductlon. wer_ p.ld bv you. You MI.t ca.....t. PART L!J Mellor PART l!J below. PART If you Inrllcat. a dlffarant ~~aa.e .tat. your [!] r.laUon.hip to dacadent. ~-) TAX RF.TUPN . COMPUTATJON OF TAX ON JOINT/TRUST ACCOUNTS LIHE 1. D.ta Eatablhh.d 1 J ~'" (,. - .~S" 2. Account eal.ne. 2 I. OD rr (,,1 5. P.reant Ta)Cabl. :5 )( 50,0 tJ n ~. A.....,t Subj.at to T.x ~ .~" '1-. .~".. S. Debt. and Daduotion. S- 6. A~unt T.)C.bla 6 7. Ta)C Rat. 7 X I. Ta)C Due I <OFFICIAL USE ONL V" 0 MF 'PA\DEPARTH,ENT Oft REVENUE" " ,! 50 tr. J t- 00," J ". ^'J PAD 1 2 3, 4, 5 6 PART (!J DATE PAID DEBTS AND DEDUCTJONS - PAYEE DESCRIPTION AMOUNT PAID I I TOTAL (Entar on LJn. 5 of Ta)C co~ut.tJonl . Under p.n.ltJ.. of p.rjury, I d.alara that tha fact. I f~h. ~"~:::r.d.. and b.lI.t. TAXPAYER SIGNAYb~E' or-- have r.portad abova ar. tru., carr.at and HOME ( ) WORK ( 111> '1'10 .;H 10 TELEPHONE NUMBE~ , . " '''''\''''. ,.." GENERAL INFORMATION 1. FAILURE TO RESp.QHD WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with eppllubl. In'.rut b...d on Infor..Uon IIUtMIIUId by the flnlftClI.l In.tI'utlon. Z. Inhlrltine' "M b.eu... d.l1nquent nine .onth. ,".r the d.c.dent', d.t. 0' d..th. S. A Joint .ccount I. ....bl. .ven though the dlced."t', n... .... .dd.d ., . ,.tter of convenIMc,. ~df.qrt'';.()l!I(;J of 4. Account. (lncludlna tho.. h.ld b.tw.", hu,bend and ..If.) which the d.ud.nt put In Joint n.... ..lthln ani ',.. .......O,.f V./III d..th I,. 'ulh t..abl. .. trent'.r.. 0 I.. cr V B 5. Account. ..tabll&hed JlllntlY b.t...en hu.bend ~ ..If. lor. than on. y..r prior to d..th .r. not ....bl.. 6. Accoun', held by . d.ceden' "In tru.t 'or" ~th.r or oth.r. .r. t,MIbI. fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE94 OIC 23 PI :11 1. ILOCIC A - If the In'ar..t1on end caput.lIon In thl notlc. e,. correct and deduction. Ir. no' b.lng c1......::'1. piece en "X" . I In block "A" 0' P.r' 1 of the "r.Mpey., A..pon.... lIotlon. Sign t..o copt.. and lualt th.. with your WIiW l)ol-J.h.' uOt.nt ~,our t.. to thl Regl,'.r of Will. 0' the coun'y Indlc.t.d. 'h. PA D.p.,.,,,,, 0' R.v.nu. ..Ill I..u. In o"I~~xj (;()., f'~ e'or. REV.l'~1 EX) upon r,cllp' 0' .hl r.turn 'roe thl R.al.t.r 0' Willi. Z. ILOCK.. I' the ....t .p.cl'l.d on thl. notlc. h.. b.en or ..Ill b. r.ported ~ t.. peld ..lth the P.nn.ylvenle Inh.r.'enc. TIM R.turn 'lied by thl d.c.dent'. r.pr.,en..tlv., pl.c. In "X" In block ...~ 0' P.rt 1 0' the ~T..p'v'r A..pon..~ 'Iatlon. SI.n onl copy end r.turn to thl PA Dlp.rtlent 0' R.venu., Bur.eu of Indlvldu.l T...., D.pt Z80601, H.rrl.bur., PA 17118-0601 In thl env.lope provld.d. S. ILOCK C - I' the notlc. In'or..tlon I. Incorr.ct Indlar d.ductlon. .r. b.ln. cl.I..d, chick black "C- and co.,llt. P.rt. Z end 3 ~cordlng to IhI In,'ruc'lon. b.low. Ilgn '''0 cop I.. end .ubllt th.. wllh your ch.ck 'or the ..ount 0' t.. p.yable '0 the Alal.t.r of 111111 c, \t.' CGW1b' Indl~.,,,,,. TI.. F;. 0..... ~....I~ vf R."....... ..111 luu. an of tic I. I .........,t uo,. Ht.Y-I!,'. t:IlJ upon tlc.lpt of the re'urn '~OI thl A.gI.t.~ of NIll,. TAX RETURN - PART 2 - TAX COMPUTATION LINt: 1. Ent.~ thl d.t. the .ccount orlgln.llv w.. ....bll_h.d or tltl.d In the Iennlr .xl.tln. .t d.t. of d.eth. HOTEl For. d.caden' dying .ft.r lZ/Il18Z1 Account. which the dec.d.nt put In Joint n.... ..l.hln one 11) y..r 0' d..th .r. t..abl. 'ullv .. tran,'.r.. How.v.~, th.r. I. an ..olu.lon not to ..c..d 15,000 p.r trln.f.r.. r...rdl... 0' the y.lu. of thl KCount or thl nuab.~ of ,CCDW\t. h.ld. If . daubla ..t.rl.k (...) .pp..r. b.for. vour flr.t n... In thl Iddr... rortlon 0' .hl. notlc., 'h. 15,000 ..elu.lon .1r.ady h.. b.en d.duc..d fro. the .ccount b.lence .. r.port.d by the 'InlOcl.1 In.tltutlon. I. Ent.r .h. to'.l balencl of thl .ccount Including Int.r..' .ccruld to the d.te 0' d..th. s. Th. plrcent 0' the account th.t I. ta.abl. 'or 'Kh .urvlvo~ I. d.t.r.lnad .. 'olio.... A. The p.rcent t..able 'or Join' ....t. ..t.bll.hld lOr. than on. v..r prior to the d,cldent'. d,,'h. I OIVID[D IV TOTAL fUtlEA OF JOINT OWNERS E...,l.. A Join' ..... r.gl...r.d DIVIDED IV TOTAL ....IEA OF X lOa . PERCENT TAXAlLE SURVIVING JOINT OWNERS In .h. n... of thl decldlnt end two o'her p.rlon.. 1 DIVIDED IV S (JOINT OWNERS) DIVIDED BV I (SURVIVORS) . .167 X 100 . 16.7~ (TAXAILE FDA EACH SURVIVOR) I. The percent t..able 'or ....t. cr..t.d ..Ithln on. v..r 0' the d.c.dent'. d..th or .ccounl. own.d by the decaden' but h.ld In tru.t f.o~...1n01h~r Incllvldu.U.1 ctru.t ben.flchrlu). 1 DIVIDED IV TOTAL NUHIEA Of SURVIVINO JOINT X 100 . PEACCNT TAMAILE OWNEAS OR TRUST IENEFICIAAIES E...,I.I Joint account r.gl,'.r.d In the n... of thl d.c.d.nt end two oth.r p.r.on. and ..tabll.hed ..lthln one v..r 0' d..th bv the d.c.dent. 1 DIVIDED IV Z (SURVIVORS) . .50 X 100 . 5O:C: (tAXAILE FOR EAtll SURVIVOR) 4. ThI eeoun' .ubJ.ct to t.w Illn. 4) I. d.t.raln.d bv .ultlplylng the .ccount b.lanc. Clln. I) by the p.rcent ...lbl. Clln. 51. 5. Ent.r the '0..1 0' the d.bt. and d.ductlon. ll.t.d In Part 5. 6. The ~t hlllbll Illtll ,) I. d...r.lned by .ubttlctln, th__ d,"h IItI1f4 ~N'l.IfW't. ftl",,!) fr"" ttlll n!!unt IlwJcat to taN (llnr. 1,). 7. En'.r the appropriate t.. ra', (lln. 7) .. det.r.ln.d b.lo... A. Far d.t.. of d..th accur~lnD .,t.r 6/50/94, the tax r.t.. for tr.n,'.r. to .pou... .r. .. follows. 1. D.t.. of d..th on or .ft.r 7/1/9~ end b,'or. Jill" the rat. I. 5X. I. Dat.. of d..th on or .,t.r 1/1/96 and b,'or. 1/1/.7 the r.t. I. 2X. S. D.t.. of d.eth on o~ .,t.r 1/1/97 end b,'orl 1/1/.. thl r.t. I. IX. ~. D.t.. of d,,'h on or .ft.r 1/1/.8 'ran.f.r. ta .pau... will b. '.lIPt fro. t... Not.. For d.t.. 0' death prior to 7/1/'~ tran.f.r. ta .pou... .r. t.lIlbl. .t 6X. I. Tran.'", to lineal d..c.ndanh InclucUn. f.ther, .oth." son, dMlght.r, grandchildren, .on.ln-I..., d.uQht.r-In-I..., st.pchlld ~ their I..ue .r. t..abl. .t .1. p.rcent ('XI. C. Tran.'", to .11 oth." Including brother, ...ter, uncI., ~t, n.ph... and nl.c. a,. t..Bbl. .t flit.." percent USX). D. If you chin.. thl t.. r.t., pl.... sp.cl,y your r.l.tlon.hlp to ,hI dlc.dent In the .r.. proVided. I. The IIOUnt of tax due Cline 81 I. de'.ralned by .ultlplylng the .lOunt t..abl. Clln. 6) by thl ... r.', (lln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowlble dab.. and d.ductlon. .r. d,'.rlln.d .. 'allow.. A. You leg.llv are ~..pon.lbl. 'or p'YI.n', ar the ..t.t. .ubJ.ct to IdIlnl.tr.tlan bv a p.r.on'l r.pr..ent"lve I. In.uf'lcl.nt '0 pey thl dlduCltlbl. It.... I. You lC'u.lly p.ld the d.bts .ft.r d..th of the dlc.dent and CIn furnl.h proof of p'Ylen'. C. Dabt. b.lng cl.IBId eu.t b. It..I,ld fully In P.rt S. I' 'ddl'lon.1 .p.c. I. hi_dId, u.. pl.ln PlPlr I Il,. . 11-. Proo' 0' p.yaen' IIY b. r~.t.d by the PA D.p.rta.,,' of R_venue. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR 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. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY) " -' -. -- -......... -'.. ."- ~~-----~~~--------------------------------------' 1'<""''''~:,~\''i.:_~~'-''''~~'.-:7':,',-*,'__:''<".":'_'~<:''_'~-,':__:' .: ~'-,'-," .... '__,,' . , . .'. ' ili.jf\.;..-:~.;.{.A.;;,(~.t...~;iO:~!22,";;"8'.(\.'8'.:3!.,.,....", /':.'c. '.O..'..M...... tAONW..'. .EA.' 'a;.:rH. '..0. F"',.PE. NN. SY.LV.., ~. NIA. . 1I,1;";"t(,~,,~,,\.., ._' ',' ,i;>;:;;" DIPARlM,INTOF RIVINUI,' .' , "',' "'.. I'illfJ;~iJ~,i~f;:;tC:Y:.OF,.ICIAL RICIIPT. PENNSYLVA~IA INltlRITANCIAND ESTATI TAX. ACN ell ASSESSMENT P:'I II CONTROL iii NUMBER "'."...:' . ...<:,c ' ....... ..; " RECEIVED FROM, AMOUNT PATRICIA J MYERS 1:51 BEIDLER DR '0100'710 '60.12 BHIPPENBBURG PA 17ee7 ''',' I ~ tOCD "fI' 1~:: ," 'h,. ESTATE INFORMATION, ,>",,-' '!II IL UMBER W.. ~ e1-1994-1074 tl",-' 'I:'> EJ NAMEOF~E~~~: M~~~IE J II DATE f PAYMENT m POSTMARK DATE COUNTY BSN 16e-e2-6:50e (FIRST' (MI) I '0.0 HII' 1 I I I I I I , I CUMBERLAND DATE OF DEATH REGISTER OF WillS .60.1e REMARKS PATRICIA J. MYERS SEAL CHECK" 1:539 " " I ~, .0, " ' '" r , .' . .f .. . ....-..-.... , ---.- f - '..., . ~J ~. ...M. ~ __ 14,,: "1':_.. I ! 'I .- ~ --. ... .'.. . .. , i 1 , { , -( I' :, J -- -""- -..........-.... i . I'" o ,4 I " (, \ "~ . I i I I I ,<;),":7>r-" " 't- f; q ',;J/!I'j",/ ...........~.... r') - o I"""' ... 1 I I j t, 'I I I, ._-------. I Vd "ClQ PUlllJoqwno \-InO'.) ~r"/'II''>!lAIO II:Ld (zmo ~6. SIIIM )0 JOIS)tlOtl jO el)!jlQ ,PiJpJ009t1 l if' ~ , .. '.~'-~---~._''-' ~... .',-"'''1'' .-.". --"""".,,-'-'.. ~ -'- -....-_.__.__....._- I .r .,~ ~'- - - - - - - -I I i I I , . H. .., .-....".- ,-,' "t,'__'-;' I t j , , ! I I I I . . CI\ , i \ l I I t . '. . t/, t;ct' *1," to '\., :H",I. ~' 1:'-" ',J'.'" ,.\..,_",t ..,. .1 i', , I ~ I . ,r ~ 1..,/ !'..... ~... ; . . ";: !. .~ ".'.,;~ 01,'. r., \ "1 'It .. ; . 'Of,;;,,\- ' . ~ i': 'A ! ~. ,,' t , .., .to' '. " .~. -1' '. , I ,j i' . . I . I.,. fo':" r . . ~, .... ., ' .f .__c,..___' R:'~"~. .w _.dJrt ~- .1' _. -. - ......' ..., ..- . t , --'-- - .-- ---- ---- --- ---- - _.- -- - - - - - --- - -- - - - -- - - - - - - - - --- -- . D' ".. 'AA .0'.2.... 2' 6.'.~..~ ' COMMONWEALTH OF PENNSYLVANIA ~o. ...., . . _ OJOJ DEPARTMENT 0' REVENUE . ; ".""11 tWI . OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ,. RECEIVED FROM, a ACN ASSESSMENT r:'I CONTROL iii NUMBER AMOUNT 'J PATRICIA J MYERS 1151 BEIDLER DR 9410141!e .1:5.16 941014e3 .30.e9 SHIPPENSBURG PA 17e07 _ fOtD Hili tOtD Hflr . , ESTATE INfORMATION, ~ filE UMBER 1II el-1994-1074 !'I NAME OF DECEDENT (LAST) II:iI MYERS MINNIE J II DATE OF PAYMENT m POSTMARK DATE COUNTY SSN lbe-ee-600e (FIRST) (Mil CUMBERLAND D.'TE OF DEATH SEAL CHECKIl 14SS m TOTAL AMOUNT PAID ?2~. V. . RECEIVED BY , .4:5.415 REMARKS PATRICIA J. MYERS REGISTER OF WILLS MARY c. LEW REGISTER OF WILLS ~,,7.':7,'::7.~,~:- ~---::- -,,,::,", -:~:-::- -:-:-:-~-:-,-:----: -- -. - ---;- -- - - - - - -- -- -- -, -~!-.-'-:--'.~ -,,- """.-. , . 'j.. ; ...\ , , . . ;. 'I,.. , , -i' .." " .J I ~' . " f. \ \. 0, . 0\' t -f '. "," .... ..--' r""'~ --. ~_ 1, ..~ '- , ,.., _d I REV-1543 EX AFP (8-94) *' COHHOHW[Al Tit Of PENNSYLVANIA DEPAATHENT OF AEVfNUE IUAEAU OF INDIVIDUAL TAXES DEPT. 280601 HARAU.lIRD, PA 17121-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE c ,> ';_1") 7 '1'" NO. 21 - / 95100710 01-12-95 ESTATE OF MINNIE J MYERS 5.5. NO. 162-22-6502 DATE OF DEATH 07-02-94 COUNTY CUMBERLAND TYPE OF ACCOUNT ~ SAVINGS CHECKINO TRUST CERTIfiCATE REHIT PAYHEHT AND fORKS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PATRICIA J MYERS 15 BEIDLER DR SHIPPENSBURG PA 17257 PHC BANK h.. provld.d the Olp.rtllnt ..lth the 1"'or..Uun lht.d b.lo.. which hu b..n uSld In ulculaUnll the potentl.1 t.M due. Th.lr ..Icordl Indlc.t. th.t .t the d..th of the above dlcad.nt, you w.r. I Joint own.r/b.n.flcl.ry 0' thl. .ccount. I' you ,..1 thl. In'or..tlon I. Incorr.ct, pl.... obt.ln wrltt.n corr.ctlon 'rD. the ,Inancl.l Inltitutlon, attach. copy to thl, for. and r.turn It to the ,bavI .ddr.... Thl. .ccount I. t.M.bl. In .ccordanc. with thl Inh.rltanc. TaM l.wI of the Co..on....lth 0' P.nnsylvanl.. DuI,'lon. "v b. In....r.d by c'lllng (717) 1.7-1111. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account Ha. 1750017564 Data 08-10-85 E.t.bUah.d Account D.lane. Parcant Taxabl. A.aunt Subject to T.x R.t. Potant!.1 Tax Du. 2,003.99 50.000 1,002.00 .15 150.30 TAXPAYER RESPONSE FAJLURI TO RISPONDllJLL. Rl!SUL T. IN AN, OFFICIAL .TAX ASSESSMENT BASED ON THIS NOTICE K To In.utl prop'" cr.dlt to your account, two (I) cop I.. of thl. notlc. .u.t .cco~any your p.y.ant to the R.gltt... 0' Willi. H~. ch.ck p.yabl. tal ~.gl.t'r 0' WillI, AG.nt". ..------ K HOTEl 11 tile P'Y""" '1"'1 ..d. ..lthln three eS) .anth. of the d.c.d.nt-. d.t. 0' d..th, you .Iy d.duct . 5~ dl.count 0' the t.x du.. Any Inherltanc. tllC due ..111 b.cOtl. d.lInquent nln. (9) ,onth. .ft.r the d.t. 0' d..th. Ta. PART [] [CHECK ] ONE BLOCK ONLY A. 0 Th. abov. I"'o....tloo and t.. due h corr.ct. 1. You "V choo.. to r..1t p'YHnt to thl A.ghtar 0' WUh ..lth two copl.. 0' thh notlc. to obt.Jn . dl.count or .vold Intlr..t, or vou .'V ch.ck box "A" and raturn thl. not Ie. to the A.gl.t.r of Will. .nd In official .......ent ..Ill b. l..uad bv the PA Dapart..nt 0' A'v,nu.. I. r:J Th. .bov. ....t ha. b..n or will b. raport.d and t.x p.ld with the Plnn.ylvanla Inharltanc. Tax r.turn to b. ,1I.d bv the d.c.dant'. rap,...ntatlva. C. Jtl Th. above In'or..tlon IMncorract and/o~.bh and d.ductlon. w.n plld by you. ~You .u.t co.pllt. PAAT l!J and/or PART L!.J balo... PART If ~ou Indlcat. a dlffer.nt t,x rat~lLPlaa.a atata ~our [!] r.l.Uonahlp to dec.dantl ~~. rK1k) TAX nETURN . COHPUTATICN OF TA~ ON JOINT/TRUST ACCOUNTS LINE 1. Data Eatablhhad 1 O'~ - ,0 ~'fS 2. Account Oalanc. 2 r;t cO) 0 -; . '1 1.1 5. Percant raxabla 3 )( . SO. 000 It. Aaaunt Subj.ct to Tax It I ,., 0 ?. a 0 ~. Debta and D.ducUon. 5 . 6. AltDunt Taxabl. 6 I 7. Tax R.t. 7 )( 8. Tax Due 8 OFFICIAL USE ONLY. OAAF: PA DEPARTMENT OF. REVENUE .. PART [!] DATE OlD :t.oa . at.. (,0. I,). DEBTS AND DEDUCTIONS PAD 1 2 '3 4 5 6 7 8 CLAIMED PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Entar on Line 5 of Tax COMPut.tJon) I . Under p.naltla. of parjury, I d.clar. that the fact. I ~a"lata to tha ba.t of .Y knawladga and baliaf. ~G~'U~' .xJ hava raportad ahOY. ar. tru., corract and HOME (1") WORK (1/1) 1 'I 0 - 3'i 1 0 TELEPHON~ NUMBER GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IH AN OFFICIAL TAX ASSESSt1ENT with .ppllcabl. Int.r..t b...d on Infor....on .ubllttK by the flnanchl Institution. 2. Inherltanc. "M beeGl" d.llnquent nlnl eonth. ..t.r the d.c.d.nt'. date of d..th. S. A Joint .ccount I. t.Mabl. .ven though thl d.Clden", n... w.. .ddad .1 . ..tt.r 0' convenienc.. 4. Account. (Including tho.. h.ld b.twlen hu.band and wlf.) which the d.c.dlnt put In Joint n.... within on. ,..r prior to cMlth I,. 'ulh "lIabl. ., .r....r-n. S. Accoun', ,,'lbll~ Joln.'y b.t...en hu.b~ end wlf. ear. thin on. y..r prior to d..th .r. not t...bl.. 6. Account. held by . d.cld.nt "In tru.t for" ancth.r or o'h.r. .r. tlll.bl. '1.111.,. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. ILOCK A . I' thl In'or..tlon end cDlpUt..lon In thl no'lc. Ir. corr.c' end dlductlont .r. not b.lng cl.I..d, pl.c. In ".. In block "A'" of P.rt 1 a' thl "T..p..,1t R..pon.... ..cUon. Sign two copt.. and ,ub.1t th.. with YDUr check 'Dr thl eaount 0' t'lI to thl R.gS,'.r of Will, 0' the county Indlc.t.d. Th. Pi D.p.rtlant of R.venu. will 1"uI an o"lcll' .......ent CFor. REV.IS~I EX) upon r.c.lp' 0' the r,'urn 'rD. thl AIg).t.r of Will.. 2. aLOCK I - If the ..... 'Plcl,l.d on thl. notlc. h.. b..n Dr will bl r.port.d and till p.ld with thl P~.ylvlnl. Inh.rltanc. T'lI A.turn ,II.d by the d.c.d.nt'. r.pr..entatlv., pllc, an ..... In block ..... of Pert I 0' the "T,lIp.y.r R..pon.... ..ctlon. Ilgn on. copy end return to the PA Daplttllnt 0' R.VllnU., Iura." of Indlvldu.l T...., D.pt 210601, U.rrhburg, PA 17121.0601 In thl env.lop. pravld8d. 3. ILOCK C . If thl notln Infor..tlon Is Incorrect aneIlar deduction. ar. b.lng ca.I..d, ch.ck block "COO end ca~I." Part. , Met 5 aCloIardlnll to "h. 111.1IJGlhna b.la.. :Ign h.O t.;upl~. and .ub.1t tt... with vaur check fn~ Ut, ..cu:,t cl t.. rlvabla tc t.... Rlahh" 0' Will. a' the county IndlClted. thl PA D.par'.ent a' A.vanue will Illu, an a"lcl.1 ........nt (far. R[V.1541 ex. upon r.c.lpt of the return 'rOIl thl A.glat.r 0' Willa. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Ent.~ thl d.t. the accCK.W\' adgln.lh w.e ..tIJbU.had or tlU.d In the IlIW'l.r '1Ilatlng at d.l. 0' d..th. HOTEl For. d.c.den' dying .,t.r 12/1Z1821 Account. vhlch the d.c.dant put In Joint n.... within on. II. v.er a' d..th .r. tulJbll fullY a. 'ran."", t1aw.var, th.,. h an ..elu'lon not to .lIn.d t5,000 per Iran.hr.. r.gerdl... a' tha valua 0' the .CCCK.W\t or tha nuab.r of account. h.ld. If a double ....rhk (.... app.ar. be'ora you~ fin' n... In the .ddr... partlon a' thl, notln, the n,ooo ..clullon alr.adY ha. balM deduct.d 'ra. the account b.llnc, a. r.por..d by the 'In.nclal Inltltutlon. 2. Ent.r the tot.l balanc. of .h. account Including In..~..t .ccrued 'a the d... 0' d..th. J. The parcent 0' the account th.t Is t..ebl. 'or .ach lur"lvor Is d.ter.load I' 'ollowlI A. Th. p.rcent ta.abl. 'a~ Join' ....tl 'Itlblllhed .or. than ani YI.r prior to the d.cldent'. d.ath. 1 DIVIDED IV TOTAL NUHIEA OF DIVIDED BY JOINT OWNEAS E..-pl.1 A Joint ....t ~.tl,'.rld In t.... n... 0' TOTAL NUHIER Of' II 100 . PERCENT TAXAIlE SURVIVING JOINT OWNERS the d.c.dent and two oth.r p.r.one. 1 DIVIDED IV J (JOINT DWNEAS) DIVIDED IY Z (SURVIVORS) . .167 . 100 . 16.1X (TA.AILE FDA EACH SURVIVOR) I. Th. p.rcent t,lIabl. 'or ....t. cr..t.d within onl y..r of the d.c.d.nt'. d..th or .ccount. owned by the d.c.d.nt but hlld In 'ru.t for enoth.r Indlvldu.IC.. Itru.' bln.flol.rl..), . IDO . PERCENT TA.AllE 1 DIVIDED IY TOTAL HOHlER OF SURVIVING JOINT OWNEAS DR TRUST IENEFlCIARIES EIIIIPI.. Joint account r.tl.t.r.d In the n... 0' thl d.c.dent end two athar p.r.on. and ..tabll.h.d within on. y..r 0' d..th by thl dlcedent. 1 DIVIDED BY I CSURVIVORS) . .51 K 100 . SOX ITAIlABLE FOR EACH SURVIVOR) 4. The eeount .ubJ.ct to t.. (lln. 4) I. d.t.r.ln.d by eultlplvlng the .ccount b.lanc. Clln. ,) by the p.rcen' t,lI.bl. Illn. 51. S. Ent.r the to'.1 of t.... d.bt. end dlductlon. 11"1d In P.rt J. 6. Th..-aunt t..lbll Uln. 6) h d.huln'd by .ub'rectlng \h. dRt. end d.ductlon. ClIn. 51 'roe th. "CM'lt .ue,J.ct to t.. I1ln, -I. 7. En'.r the .pproprl.'. t.. r.t. Clln. 7) .. d.t.r.ln.d b.low. A. For d.t.. 0' d..th occurring .,t.r 6/31/94, thl t.1I r.t.. 'or tran.,.r. to .pou.a. .r. .. follow.1 1. D.t.. 0' d..th on or .'t.r 7/1/94 and b,'ar. 1/1/96 the r.t. I. 5~. 2. O.t.. 01 d..th on or ,'t.r 1/1/96 end b,'ar. '1/1/91 thl r.t. l.zX, J. D.t.. of d..th on or .fter 111197 and b.fore 1/1198 thl ret. II IX, 4. O.t.. of d..th on or .Illr 1I1198 tran."" to .pau... ",Ill b, ......t 'ro. hll. Not.. For dat.. 0' dI.th prior '0 1/1/94 tran,'.r. to .pou... .r. t'lIabl. .t 6~. e. Trlnlf.r. to lIn..l d..cMtd."t. Including f.th..., ItDth.r, .on, daught..., grandchlldrln, .on-in-I.w, dllUUhter.ln--law, .t.pchlld end their llIua It. tallabl. .t .1M percant 16:eJ. C. Tran.,...I'o all oth.r. Including brother, .I.t.r, unci., aunt, naphaw and nl.c. .~. t..abl. .. 'I,t.," p.rcent CI5:eJ. D. If you chano- the ... r.t., pl.... lpeclfy your ~.I.t1on.hlp to the d.ndent In thl .n. provld.d. I. The MCU'lt 0' t.. due Ulnl ., I. d.tu_Inad by wltlplYlng the ..ount '.xabl. Cllne 6) by the t.. nt. Uln, n. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AIII*IbI. deb.. end deduction. .,. dlt.,.lnad II '0111*.1 A. You 11811h Ita rllponalbl. 'or p..,..,., O~ the ....t. .ubJIC' to adllnl.tr.Uon by . pUIONI reprllent.Uv. II In.ufflclent to p,y the deductlbl. It.... I. You ectu.Uy p.ld the d.bt, .ft... dllth of the dlCed..,t end can 'u..nllh proo' of ply.en'. C. Debt. being cl.IBId IU.. be It..l.ad 'ully In p.rt J. I' addltlon.l .pace I. neld.d, UI' pl.ln pap.r . Ill" . 11". Proof 0' p.yaant MY be requa.tad bv the PA Daplrtaent 0' A.venul. TAXPAYER ASSISTANCE IF YOU NEED FURTHERINFORHATlON OR 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) 787-0:527. TDDI (717l 772-2252 CHEARIND IHPAIRED ONLY) V ;{:-,5'- 1'-/ REV-1548 EX AFP (12-94* NOTICE OF INHERITANCE TAK C..-....l TIt OF PENNSYLVANIA APPRAISENENT, ALLOHANCE OR DISALLOHANCE 0('''''''.' OF REVENUE Of DEDUCTIONs" AND ASSESSNElfT Of TAM ON ......u OF I.OIVIINlAl TAXES JOINTLY HELD OR TRUST ASSETS PE:PI. 110611 IIARRI.IURa, PA 11128.06111 c.... DATE 02-28-95 COUNTY CUMBERLAND ESTATE OF MYERS MINNIE J DATE OF DEATH 07-02-94 FILE NO. 21 94-1074 S,S/D.C. NO. 162-22-6502 PATRICIA J MYERS 151 BEIDLER DR SHIPPENSBURG PA 17257 ACN 94151422 REMIT PAYMENT TOI REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... Rifv:i54-i-iiC-AFii-ii2~94i------------------------------------------------------------------------------------ " NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-28-95 ESTATE OF MYERS MINNIE J DATE OF DEATH 07-02-94 COUNTY CUMBERLAND ACN 94151422 FILE NO. 21 94-1074 TAX RETURN WAS, S.S/D.C. NO. 162-22-6502 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORHATION FINANCIAL INSTITUTION, PNC BANK ACCOUNT NO. 1750017488 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST c~ TIME CERTIFICATE DATE ESTABLISHED 02-14-85 Account BelRncR Percent TexRbla X Amount Subject to Tex Debts end Deductions Texsble Amount Tex Rete X Te" Due 505.39 0.500 252,70 .00 252.70 .06 15.16 TAX CRED:J:TS: PAYMENT DATE 12-22-94 RECEIPT NUMBER AA022633 DISCOUNT C+) INTEREST C-) .00 NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGIST~ OF WILLS AT~HE ABOVe~DRESS\. HllKt' CHECK OR MlJIlEY oRrl?k PAv,j\)['e TO, "REGiSTER OF-WILLS~-: AGENT." ;':" S3 :'~ .~ ::1 roJ .,'. ;,,'+" AMOUNT PAlD, i', <::l - ..., ~ =7 :ll ",- 90 5.16 -oC: )>;.l. IJ1 \0 15.16 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE If PAID AfTER THIS DATE, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. . If TOTAL OUE IS LESS TH.N .1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" I CRI, YOU HAY DE DUE A REFUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I . tL',-.,-,~, ~:" PlWOSE OF NOnCEI To fulfill the r.qulr...nt. of S.ctlon Z140 0' tha Inherltanc. and E.t.t. Tax Act, Act 22 of 1"1, 172 P,I. Sactlon ZUD). PAYHEHTI D.tach the top porUon of th"Notlc. and .ub.lt with ~our p.ya.nt to the R....hr of WUh prlnt.d on the river.. .Id.. -- Hlkl check or .on.y ord.r pav.bl. tOI REGISTER OF WILLS, AGENT. All p'Y'ant. rac.lv.d .hall flr.t b. appll.d to any Int.r..t which .ay b. du., with any r..alndar .ppll.d to tha t.M. REFUND (CR) I A re'und of a t.x cr.dlt, Wllch .... not nquuhd on the tax return, '.y b. r.qu....d by coapl.Ung an "'Appllc.t1on for A.fund of Penn.ylvanl. I~rltanc' and E.t.t. Tlx'" IREY-l)l)). Appllc.tlon. ar. 1",lllbl. at th. Q'flc. 0' thl Regl.t.r of Wille, any of the 21 Rlv.nu. DI.trlct Offlc.. or by c.lllng the .p.clal 24-hour an.wlrlng .arvlca nuablra 'or 'or.. ord.rlngl In P.nn.ylvlnll 1.800-36Z.2050, out.ld. p.nnsylvanl. and .,Ithln loc.l H.rrllburg .r.. (717) 717.1094, TDD' .717) 77Z.2252 CHa.rlng '.p.lr.d Only). OIJECTIDHSI Any p.rty In Int.r..t not a.tl.fl.d with the .ppr.l....nt, .Ilowanc. or dl..llo.,.nc. of daductlon. or .......ant of tax (Includln. discount or Int.r.at) .. .hawn on thl. Notlc. ..y obJ.ct within .Ixty (60) dava of r.c.lpt 0' thh Notlc. bYI .-.,rltt.n prot..t to the PA D'part.ant of Alvanu., Board of App..l., D.pt. 281021, Harrl.burg, PA 17121-10Z1, OR ...llOtln. to havI thl .ett.r d.t.r.lnad at the .udlt 0' the .ccount of the p.r.on.l r.pr.lant.tlv., OR --appa.l to the Orphana' Court ADttIN- ISTRATlVE CDRRECTlOHSI Factu.l .rrora dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tOI PA D.parteent of Revenue, Bureau 0' Indlvldu.l T.II.., ATTNI Po.t A.......nt R.vll" Unit, DEPT. 280601, Hltrhburg, PA 17121.0601 Phone (717) 7.7-65D5. s.. p.gl 3 0' the bookl.t "'In.tructlon. for Inh.rltanc. T.II R.turn for. R..ld.nt Dacld.nt'" (REY-150l) for an 'lIplan.tlon of .dalnl.tr.tlv.ly corr.ctabl. error.. D I SClU4T I If InY t.x dul .. paid .,lthln threl (1) calend.r .onth. '''.r the d.c.dant'. d..th, . flv. p.rcent CSlC) dhcount of thtl hx paid I. .llowed. INTERESTI Intar..t la charg.d beglnnlna with 'Ir.t d.y 0' dallnquency, or nln. (9) .onth. end one Cl>> day 'ra the d.t. of d..th, to thtl data of p.y..nt. T'II.. which blc... dlllnqu.nt b.,o,. January I, 1912 b..r Int.r..t .t the rat. of .111 (6~) p.rcent par annul c.lculat.d .t . d.lly r.t. 0' .0001~. All tax.. which bee... d'llnquent on or .ft.r January 1, 1912 will b.ar Int.r..t .t . rat. which will v.ry 'r~ cal.nd.r y..r to cal.nd.r y.ar with that r.t. announc.d by the PA a.p.rt..nt of A.vlnue. The appllcabl. Intlr.at r.t.. for 1912 through 1995 .r'l 'Wr Int.r..t Aat. Dal1v Int.ra.t Factor 'Wr Inhr..t R.t. Oallv Inl.r..1 '.alar 1982 'OX .000541 1917 'X .000247 191) l'X .00045. 19U"1991 llX ,OOOJOl 1... llX .00D301 199Z 'X ,000247 1985 13X .000556 199)-1994 7X ,000192 1... lOX .000274 1995 'X ,000247 --Interut 1. c.Jcul.tld .. follaw'l INTEREST a BALANCE OF TAX UNPAID X HUNBER OF DAYS DELIHQUENT X DAILY IHTERElT FACTOR --Any Notlc. I..u.d .,t.r the t.. bac~. delinquent .,IIl r.flect en Int.r..t c.lcul.tlon to 'I,t.an (II) day. beyond thl d.t. af thl .......-nt. I' Plvaent I. .ads .,t.r the Int.r..t CDlpUt.tlon d.t. shown on the Hotlcl, ~ltlonal Int.r..t lU.t be celcul.t.d. , t' Y6:1548 EX AFP 02-941* CDHHONWEAL TIt OF PENNSYLVANIA DEPARTHENT OF AEVENUE IUAEAU OF INDlYIDUAL TAMES DEPT. 210601 HAAAlSBUAO, PA l11ZI''0601 _..~ /:;-5- /1 NOTICE OF IHHERITANCE TAX APPRAISENENT, ALLOMANCE OR OISALLOMAHCE OF DEDUCTION5, AND ASSESSNENT OF TAK OH JOINTLY HELO OR TRUST ASSETS DATE 02-28-95 C- ESTATE OF MYERS . MINNIE J DATE OF DEATH 07-02-94 COUNTY CUMBERLAND FILE NO. 21 94-1074 S.S/DoC, NO, 162-22-6502 ACN 94151423 PATRICIA J MYERS 15 BEIDLER DR SHIPPEN5BURG PA 17257 REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Allount R...ut.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:isiii-Eif-AF-p-riif:94i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-20-95 ESTATE OF MYERS MINNIE J DATE OF DEATH 07-02-94 COUNTY CUMBERLAND FILE NO. 21 94-1074 TAX RETURN WAS. S.S/D,C. NO, 162-22-6502 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 94151423 FINANCIAL INSTITUTION, PNC BANK ACCOUNT NO 0 1750017509 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 03-26-85 Account Balance Percent Taxable Amount Subject to Tax Dabts and Daductions Taxable Amount Tax Rata Tax Dua 1,009.67 0,500 504.84 .00 504.84 .06 30.29 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 ABOV~~DRES~. MA~ CHECK OR ~EV OR~R PA~Q'E TO, "REGISTER OF WILLs:i.'AGENT." , ~ '( I" Q NOTE. x x I'. .' TAX CREDITS: PAYMENT DATE 12-22-94 .-' AMOUNT P1l.D ;30.29 , ~\_, ...- ~1 DISCOUNT (+) INTEREST (-) .00 RECEIPT NUMBER AA022633 (/)9.. o TOTAL TAX CREDIT OALANCE OF TAX DUE INTEREST TOTAL DUE . If PAlO AfTER THIS DATE, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. . I If TOTAL DUE IS LESS THAN fl, NO PAVNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" << CR1, YOU ttAY BE DUE A REFUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I 30.29 .00 000 .00 I I I , ,. :! I' i' , I PURPOSl! Of HDTlCE. To fulfill the requlr"lnt, of S.ctlon IUD of the Inheritance end E...t. Tall Aat, Act ZZ of 1991. (72 P.I, S.ctlon 2UO). PA'ntEHT I Detach the top portion of thl, Ho'lc. end .~It ..Ith your PlY'IO' to thl Rlgllt.r of WillI printed on the r.v.r.. ald.. -- H.... chick Dr ltOMy ord.r p.ylbla tal REalSTEA OF WILLS, ACENT. All p'va-nt. r.calv.d .h.l1 'Ir.t ba appll.d to any Int.r..t which .ey b. du., ..lth any r...lnd., ~pll.d to thl t'lI. RUUND(CRh A r.'und of , "11 credit, which wa. not r.que.t.d on the ..M return, ..v ba r.qu....d by coapl.tln. an ~Appllc.'lon 'or R.,und 0' Penn.ylvanl. Inheritance and E.t... T.x" (REV-IllS). Appllc.'lon. arl .v.llabl. .t thl o"lc. of the R..I".r of WillI, any of thl ZS R.v.nu. DI.trlol Df'lcI. or by c.lllnl the ,plcl.l 14-hour en....rln. ..rvlc. nuablr. 'or for.. ordlrln'l In PennSYlvania 1-100-362-1050, out_ld. Penn.ylvanJ. and within local Harrl.bur. .r'l (717) 7.7.1094, TDDI (717) 77Z.IZSZ (H..rln. lap. Ired Only). OIJECTIDHSI Any perty In Int.r..' not ..tl.'11d wl'h .hI .ppr.l....n., .llow~. or dl..llowlOc, 0' d.ductlon. or ........n. of t.M (Including d..count or lnter..t) .1 .ho,," on thl. Ho'lc, ..y obJ.ct within .11I'y (60) d.YI 0' rlc.lp' of thh No tic. bYI --..rltten prot..t '0 the PA D.part..n' of A.V.nul, loard of App..l., Dlpt, 211021, H.rrlsburg, PA 17111-1021, OR ...llctlnD to have thl ,.tter d.t.,.ln.d .t thlllUdlt 0' thl accOl.W'lt of the p.non.l r.pr..entativ., OR ..epp..l to thl Orphana' Court ADttlH- ISTAATlVE COARECTIDHSI Factual .rror. dl.cover.d on thl. ........nt 'hould b. .ddr....d In wrltln. tal PA D.p.rt..nt 0' A.v.nue, Bur.au of IndlvldU.l T...., ATTNI Po.t A......lnt Aevll" unit, DEPT. Z10601, H.rrl.burg, PA 17121'u601 Phone (717) 717.6505, s.. p..e ! 0' the bookl.t "In.tructlon. 'or Inh.rltlncl Ta. A.turn for. A..ldent Decedent" (AEV.1501) for In ..plan.tlon 0' ~lnl.tr.tlv.lY corr.o'lbl. .rror.. DISCOUNTI If In~ t.. ~ I. p.ld ..Ithln 'hr.. (S) c.l~.r aonth. .,t.r the d.c.d.n", d..th, . 'Iv. p.rc.nt (SX) dl.count of thl t.. p.ld I. .llow.d, INTEREST I Int.r..t I. ~reed be.lnnlna with 'Ir.' d.~ 0' dellnquanc~, or nine (9) lanth. ~ one (1) d.y frill thl d.t. of d,,'h, '0 the d.t. 0' p.y'ant. T.... which bee... d.ll~t b.for. J~.ry I, 1912 bI.r Int.r..t .t the r.t. of .1. (6X) p.rcent par ennui c.lcul.tld at . d.lly r.t. 0' .000164. All t.... which bee... d.llnquent on or ,".r Jenuarv 1, 1911 will b..r Int.r..t .t . r.t. which will v.ry 'roe cllender y..r to c.lender v..r with th.t r.tl announc.d by the PA Dep.rt.ant 0' A.venut. Th. appllcabl. Int.r..t r.t.. 'or 1912 through 1995 Ir" 'tilt Intlr." Rltl Deily Int.r..t Fector 'tilt Int.r..t Retl Delio., Inhr..t Fector 1982 .0' .000541 1917 .. .000147 1965 1" .00001 19U-1991 11. .OOOJOI 19.. lU .00OJOl 199' .. .000247 1915 15. .00OJ~ 1995-1994 7. .000192 1916 lor .000274 1995 .. .000247 --Inter..t I. calculated ,. 'ollow" INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR uAny Notlc. h.wd .fter thl t'M b.ca.. d.lInquent ..111 refl.et an Intlr..t c.lcul.tlon '0 flft.en US) d.y. b.yond .hI d.t. a' 'hI .......-nt. I' P'YIIM' I. .edI .ft.r the In..r..' coeput,tlan d,', shown on the Notlc., .dcUtlon.l Intlrllt lU.t b. c.lculltld. (/oj~/ If s /3- :wt ;'J-::il. vi /5-~-1t/ ACN 94151422 '_/EV-lb07 EX AFP (12-94)*, cQtttOHW[AL Tit Of' PENNSYLYANIA DEPARTl'ENT Of REYfHUE BUREAU OF INDIVIDUAL fAXES DEPl', 180601 HAAAISIURQ, PA 171,.-0601 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 03-27-95 A OF MYERS MINNIE J FILE NO. 21 94-1074 DATE OF DEATH 07-02-94 COUNTY CUMBERLAND NOTE. TO IHSURE PROPER CREDIT TO YOUR ACCOUNT, SUB"IT THE UPPER PORTIDH Of THIS fDRH WITH YOUR TAK PAYHENT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REHlT PAY"ENT TO. l PATRICIA J MYERS 15 BEIDLER DR SHIPPENSBURG PA 17257-9746 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.aunt R..ut.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ iiiV:i60i"EX-AF-p-nz:9,ii------Jiiii-iNHERiTAilCE-fAX-iii:A'TEHitif-bTAcciiUiW-iiiJi------u-------u---- ESTATE OF MYERS MINNIE J FILE NO. 21 94-1074 ACN 94151422 DATE 03-27-95 THIS STATEHEHT IS PROVIDED TO ADVISE Of THE CURREHT STATUS Of THE STATED ACN IH THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY Of THE PRINCIPAL TAX DUE, APPLICATIOH Of AL~ PAYHENTS, THE CURRENT BALANCE AND If APPLICABLE A PROJECTED INTEREST fIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 02-21-95 PRINCIPAL TAX DUE.___-------.-- 15.16 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 12-22-94 AA022633 .00 15.16 2Q ~ :D ::l \" :nlh . - III (I l 3; ('~', I"! m , \', i1 " c i . , .- , ~' . .-" C VI ~~. ~~., ;- TOTAL TAX CREDIT -..J 15.16 BALANCE OF TAX DUE .00 INTEREST ,00 . If PAID AfTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE fOR CALCULATIOH Of ADDITIONAL INTEREST. I If TOTAL OUE IS LESS THAN f1, NO PAYHEHT IS REQUIRED, If TOTAL DUE 15 REfLECTED AS A .CREon" ICRI, YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. '. . . PAYHEHfI D".ch the top portion 0' thl. Hot Ie. and .Ub_It ..I.h your Ply.-nt ..d. peyabl. to the n... and .ddr... prln'ld on th. rev.r.. .Id., If RESJDENT DfCEDfHr .Me chick or .on.y ord.r payable tal REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT .... ch.ck or 'OMy ord.r pIyabl. tal COHHONWEALTH OF PENNSVLVANIA. All p.yaen" r.celv.d ah.l1 b. appll.d fIr.. to any Int.,.... which ,.y be due ..I.h any ,....Ind.r applied '0 thl t... AEfUHD (eR), A ""und of . ... cr.dlt. which .... no' ,.Iqu..t.d on the T.w R.turn, ..y b. r.qu..t.d by coapl.tlng In "Appllc.Uon 'or R.,unct of Penn'vlvltl1l. Inhlrltlnc, end E...t. fllt" CREV-UU). Appl1c.Uon. ara IVIUlbl. at the Offlc. 0' the R.gI.ta,. 0' Will., any of the 21 A.venue Dlstrlc' Off Ie.. or 'rD. the D.p.rt..nt'. 24-hou,. an.w.rlng ..rvlc. nuaba,.. for 'or.. ord.rlng. In P.nnlYlvanla 1-loD-'6'.2050, out.ld. P.nn'vlvant. end within local Harrllburg .r.. (717) 717-8094, TDDI (117) 771-2252 (Helrlng 1~.lrld only). REPLY TOI. av..tlon. r.g.rdlng '1'1'01" contained on thl, no'lc. should b. .ddr....d to. PA Dep.rt'ant of A.v~, Bur.au 0' Individual TIM.e, AITNI POI' A......en. Alvl... Unl', D.pt. 210601, Harrisburg, PA 17121-0601, Phone (717) 717-6SD5, DISCOUNTI If any tl. due I. paid within thrl' (3) c.l.nd.r 'onthl .,..,. the dle.d.nt', d..th, . 'Iv. p.rc.nt (5X) discount of the tu plld h allo...d. INTEREST. Int.r..t I. ch.rg.d b.glnnlng with fir.' dly 0' d.llnquency, or nln. (,) 'onthl end on. (1) day 'rOl t~ dete 0' dl.th, to the data 0' p'~'en'. T.... which b.ea.. d.llnquent b.for. January I, 1'12 bl.r Intar..t at tha r.', 0' .1. (6~) p.rcant p.r annu. c.lcula'.d at . dall~ rete of .0001'4. All t,XII which bee... dallnquent on and "'.r J~u'ry 1, 1912 will b..,. In'er... .. . nt. Ifhlch 11111 vary 'rD. calendlt yilt to uland.r Yllr with th.t rat. announc.d by the Pi Dlp.rt_en' of A.v.nu.. Th. appllcabl. Int.r..t rat.. for I'll through 1'95 .r., V.ar In'.ra.t R.t. Dllh Inte,..t F.ctor Year Inter..t R.t. Dally Int.r..t F.ctor 1911 1915 19'4 1985 1986 10~ .000541 16~ .000451 1l~ .000501 15X .000356 lOX .000214 1987 9~ 198'.1991 1l~ 1991 9X 1995.1"4 7~ 1995 9~ .1I1l47 .DD0501 .000247 .DOOl91 .0110247 ..Int.r..t I. c.lcul.tad .. 'ollow., INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR , ~, --Any Hotlc. I..u.d .,te,. the tax b.eoa.. d.lInqu.nt ..Ill refl.et .n Inter... c.lculatlon to flft.en US) d'lf' b.yond the d.t. of thl ......lInt. I' p.yaant I. ..da .ft.r the Int.relt cOlpUtatlon d.t. lhown on the Hotlcl, addl'lonel Int.r..t lU.t ba c.lcul.t.d, f?-Y - ,8 7Y~ ;? 2. '~'iI':"" I )- ::,-- /1./ / ~' V-i6G7 EX AFP (12-94* C~ALTH Of PENNSYLVANIA DE:PARIM[NT Of' REVENUE IUAEAU OF INDIVIDUAL TAXU DEPT. 210601 IIAAAUlUAG, PA l11Z'-0601 ACN 94151423 (j" (lr, v' CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... ii{v:i6"0"f"ix-AFP-nz:94y------JJii.--iiiifiRii:ANCE-;:iiiC-s"iifEiiEIWilTAcciiiJiif--iili.---------------m_-- ESTATE OF MYERS MINNIE J FILE NO.21 94-1074 ACN 94151423 DATE 03-27-95 THIS STATE"ENT IS PRGVIOED TO ADVISE Of THE CURREHT STATUS Of THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SUHHARY Of THE PRIHCIPAL TAX DUE, APPLICATION Of ALL PAVHENTS, THE CURRENT BALANCE, AND. If APPLICABLE, A PROJECTED IHTEREST fIGURE. 30,29 30.29 .00 .00 .00 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 03-27-95 MYERS MINNIE J FILE NO. 21 94-1074 07-02-94 COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of THIS fORH WITH YOUR TAX PAYHEHT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REHIT PAV"ENT TO. " PATRICIA J MYERS 15 BEIDLER DR SHIPPENSBURG PA 17257 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.OlM'1t R..Ut.d DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 02-21-95 PRINCIPAL TAX DUE, _,_...._,____ PAYMENTS (TAX CREDITS), PAYMENT DATE 12-22-94 RECEIPT NUMBER AA022633 DISCOUNT (+) INTEREST C-) .00 AMOUNT PAID 30.29 00 -0:0 c m 3 _ m -, '" n t, n () " . (' LI ;J ~ , ;::- I- ;tl, ::J VJ ;:I. :I ~. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . If PAID AfTER THIS DATE, SEE REVERSE SIDE fOR CALCULATIOH Of ADDITIONAL INTEREST. I If TOTAL OUE IS LESS THAN .1, NO PAVHENT IS REQUIRED. If TOTAL DUE IS REflECTED AS A "CREon" I CR J , YOU "AV BE DUE A REfUHD. SEE REVERSE SIDE Of THIS fORH fOR IHSTRUCTIOHS. J . ; , , , , < > " 'j~ .1 f \ 'i ;'1 ~; it .' " r " .'. .s. :t :b f .' ;;.\ ,\- 6: I.~,:. f... ~? ..... !:~ 4'(; " ~t; ~,. :i:''; ''';. \t ~, " I'J '" ~' ; t,', i '~ 1 ;'1 './ j "'J ,:''- (~ ~ , !(' 'Ii ~. '...; ';, " f,~ .t ~ ;..~ .. ~ 4 . '. PAYHEHl'1 DatHh the top porUon of thl. NoUc. end .w.1t with your p.pent .MI. p.vlbl. to thII MH Md IMIdn.. printed on thl r.v.r.. .Id.. If RESIDENT DECEDENT .Ik. ch.ck or HnlY order paylbll tOI REGISTER OF WILLS, AGENT I If HQN.AElIDEHT DECEDENT .ek. ch.ck 01" .onIV ordll" p,yul. tal COHHONWEALTH OF PENNSVLVANIA. All p.~te r.c.lv.d thall be ~111d flr.t to lOy Intar..t which ..y b. due ..Ith IOY r...lnd.1" eppll.d to the tIM. REfUND (au I A rlfund 0' . t'M ar.dlt, which wa. not raqua.t.d on the Tax R.tu~, ..y be r.que.t.d by caapl.tlng In "Application 'or A.fund 0' Penn.ylvlnlll Inherlt~c. end E.t.t. T.x. (REV-ll15). Appllcatlonl ar. .v.llabl. .t the DUlc. of the A.,lItl" 0' WIUI, MY of the U Revenu. ulltrlct OffiCII or frill the a.p.rtunt'. 2".hour In....rlna ..rvlcl nuablr' 'or 'or.. ord.rlng, In penn,vlv.nla 1.aoO.36Z~ZD5o, out.ld. Pann.ylvlnl. ~ ..Ithln loc.l H.rrlaburg .r.. (717) 7.7-1094, lDb' (717) 11Z-22SZ (He.rlng 1~.lrld only). REPi.Y TDI QuI.tlon. r.g.rdlng .rrore contained on thl, notlc. ~ld bl .ddr....d tal PA D.p.rt.ant 0' A.venu., lur..u of Indlvldu.1 T...., ATTNI Po.t A......lftt A.vl.w unit, Dlpt. 210601, H.rrl.burg, PA 17121-0601, phone (717) 717-6505, If InV t.. due Ie plld within thr.. ()l cllend.r .onthl I,ter the dlc.dent'. d.ath, a 'Iv. p'rc~t (SX) dl.count 0' the tl. p.ld 11 allaw.d. D1SCOUHlI INTERfIT I Int.r..t 1. ch.rged beginning ..Ith 'Ir.t dlY of d.llnquency, or nine (,) aonth. end one (1) dlY 'r~ thl dlt. of d'lth, to the dlta 0' ply.ent. T.xI. which bee... d.llnqu.nt b.for' Janu.ry 1, 1'12 b..r Intlr..t .t the rat. 0' II. (6X) p.rcent p.r ennui c.lculat.d It . dally rlt. of .000164, All ta... which b.c... delinquent on end .,t.r January 1, 1'.2 will b..r Int.ra.t It . r.t. ..hlch ..Ill v.ry 'roe c.lend.r y.ar to clland.r yelr ..Ith th.t r.t. announced by the PA D.plrt..nt 0' R.venue, The appllc.bl. Int.r..t r.t.. 'or 1'12 through 1"5 .r.. V..r Int.r..t R.t. D.lly Intlre.t Factor Yur Int.r..t A.t, D.lly Int.r..t Factor I'll ZO~ .ODoS4I 1917 .~ ,000247 1915 16> .000411 1'11-1991 ll~ .000:501 1914 II~ .000101 '992 OX .000147 1915 ,,~ .00nS6 1")-1994 7X ,000192 1916 lOX .000274 199' 'X .000247 --Intera.t II c.lcuhhd .. 'ol1owlI IItTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINQUENT X DAILY IItTEREST FACTOR .-Anv Notlc. 1..Uld .,t.r the ta. baeo... d.llnquent will r.,l.ct ~ Int.r..t calcul.tlon tll fl,tean (15) dev. b.yond the d.t. of the ......lInt, I' p'Ylent I. aade .,t.r the lnt.r..t cOlpUt.tlon d.t. shown on the HoUc., addltlon.l Intlr..t ...... b. cllculated. -.......,... 0f IS- - .s- -/'/ EV-1548 EX AFP (12-94) NOTICE OF' INHERITANCE TAX CIlItttClHW(AUH lJF ......YLv..U wi APPRAISEMENT. ALLOHANCE OR DISALLOHANCE D<PAR'It(N' lJF "VENUE OF' DEDUCTION" AND ASSESSNENT OF' TAl( ON alllEAU lJF INDIVIDUAL TAX.. JOINTLY \JELD OR TRUST ASSETS D[PT. 210601 HARA1SIURC, PA 17121.0601 c-()~ I ~" 05-15-95 ESTATE OF MYERS MINNIE J DATE OF DEATH 07-02-94 CUMBERLAND COUNTY FILE NO. 21 94-1074 S.S/D,C. NO. 162-22-6502 95100710 ACN PATRICIA J MYERS 15 BEIDLER DR SHIPPENSBURG PA 17257 REMIT P~~.ENT TOI REGISTEIt'~t: WIl,1;S :0 CUMBERL~D CO C6URT ~~~~E CARLISLE, PA UOI3', _: , '" A..aunt R..l t~ -.J I .'." ._1 . N --- CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORIISl L_ ~... In c. ------------------------------------------------------------------------__________~~._____~________~________ REV-1548 EX AFP Cl2-94) ut NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-15-95 ESTATE OF MYERS MINNIE J DATE OF DEATH 07-02-94 COUNTY CUMBERLAND FILE NO. 21 94-1074 TAX RETURN WAS I . S.S/D.C. NO. 162-22-6502 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 9510071 0 FINANCIAL INSTITUTION, PNC BANK ACCOUNT NO. 1750017564 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 08-10-85 Account D8lance Percent T8xable X Amount Subject to Tax Debts 8nd Deductions T8x8ble Amount Tax R8te X T8x Due 2,003.99 0.500 1,002.00 .00 1,002.00 .06 60.12 NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SU8MIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYADLE TO, "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE 02-27-95 RECEIPT NUMBER AA022883 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 60.12 I /. I . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE IF PAID AfTER THIS OATEJ. SEE REVERSE fOR CALCULATION Gf ADDITIONAL INTEREST. . IF TOTAL DUE IS LESS TH N II, NO PAYHENT IS REQUIRED. Is'E.TDTAl OUE IS REfLECTED AS A "CREDIT" I CRI, YOU HAY SE OUE A REfUND. . REVERSE SIDE OF THIS fORH fOR INSTRUCTIONS. J 60.12 .00 .00 .00 ; " ~. '" ',t i? -i:. :;. l J~ r~' K ~' PIJIPOU OF NOTlCEI PA'mDfT1 :'!-\ ~' it RfF\IfD(CAh ;( f OIJECTIDNSI ADMIN" IITRAUYE CORRECUONSI DllCOlICTI INTERESTI , ~ , x ~ it. i: , \,-, ~ YO,,",,,~...', ,~, -~.,^ To fulfill the raqulr...nt. of I..tlon 2140 0' the Inherltenc. end E.t.t. T.. Act, Aat 22 a' 1"1. (71 P.I. haUon 2140). DltHh the top portion of thl. Notlc. end .utMllt with wour Plwaant to the AItII.t.r of WUlI prlntH on the tllI.r.. .ldI. .... H..... check or MnlW arder p.yabl' tal REGllTER Of' WILLI, ACDIT. AU p.yuntl rec.IIIH IhIll flr.t be IPPIIH to .,>> Int"..t which ..w be duIi, ..Ith MY r...lndlir 'PfIUH to thl tu. A r.'uncI of . tu arHlt, which w.. MIlt requlltH on the tu r.turn, NY be r..,.dltd by coepl.tlng M "AppllclUon for A.fund of PIMnII1MI. Inhlrltence end E.t.t. T.." (AEV"ISIS), Appllc.tlon..re Iy,UMl. .t the Offlc. of the Aegl.t.r of Nll1., .,>> af the 2S R.llenue DI.trlat Df,lc.. or by c.lllng the .peolal 24.hour .,....rlO8 ..rvlc. nuaber. for for.. orderlngl In P,""lVlllenl. 1.800"162.2050, out.ld. P....,.ylvenl. end within loc.1 Harrllbur. .r.. (717) 7i7-1094, TDal (717) 772"1152 (Ha.rlng IIP.lrH Only). Any party In Int,,"t not ..thflH with the ~,."....,t, .UDlftnCa or dl..Uowanc. of dlduatlon. or .....Plnt of tme Unoludlng dllCount or Int.,..U .. Ihown on thll NoUc. uy Object within .lxty (60) d.y. of rectllpt 0' thl. NoUc. bvl --..rltten prot..t to the PA o.p.rt.ent 0' RevlnUl, la.rd of Appe.l., o.pt. 211021, H.rrllburl, PA 1712'''1021, OR .....lactlng to hlv. the ..U., dlt.,.lned at the Mldlt of the ltCCOU1t of the perlon.l repre'Mtatlv., OR ....appeal to the Orphen.' Court FHtuIIl "rorl dlsaovered on thl. .....gent should be eddre..ed In writing tOI PA o.partHnt of RIVInUI, Bur.au of Indlvldull Tu.., ATTHa Po.t A.....-.nt Alvl... unit, DEPT. 210601, ,.,rl.burg, PA 17121"0601 PhonI (717) 7'7-6505. ... Pete S of the bookl.t "In.truotlon. 'or Inhe,ltenc. T.. R.turn for I Re.ldlnt Daaldlnt" (R[V.1501) for an 'Mplan.tlon of edllnl.tr.tlv.ly corraatabla .rrar.. If MY tu duIi .. paid ..ithln thr.. (5) c.land.r eonth. a'h, the decadent'. dI.th, . flv. perclllt UX) dlaoount of thl t.. paid I. .IIDNed, Int.,..t 11 cherpcS batlmlnt with flnt d.>> of dellnque,nc>>, or nln. (9) aonth. end one (1) day frOll the dIIt. of dII.th, to ttM data of P'Plnt, Ta... which b..... delinquent bI'or. J......ry 1, 1912 bur Int,,"t .t the ,.t. 0' .1M (~) percent par ........ calculated .t . dillY ,.ta of .0001M. All tu.. which ~ dlllnquM\t on cr aft., January 1, 1912 will be., Int.,... .t a ret. which wUl vary 'rOIl eal.....r ynr to callndar year ..I th \hit nt. ~Id by thl PA D.,..,t.."t of Rlvll"IUe. The ...l1cabl. Inter..t rate. for 1912 through 1995 .r" ~ Int.re.t A.t. D.Ilv Inter..t Fector ~ Int.n.t Aat. D.Uv Int.re.t F.ator 1912 ..X ,OOO54S 1917 OX .000247 1915 16X ,OOOUS 1911.1991 IIX .000511 1'14 IIX .000501 1"2 OX .00OZ47 1915 In .001SH 1995.1"" n .000192 1966 lOX .000274 1"5 OX .000247 .-I"t.,." I. ealculated .. 'allowe. IIITEIIElIT . IALAHCE OF TAlC UNPAID X KUKIER GF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. luUld .ft., the t.. lMH:OM' dellnquent will reflect an Int.,lIt c.lcul.tlon to flft..., US) dI)'I beyond the date of thl ..........t. If P'YHMt 11 ... .ft., the lnter..t cOIIpUt.Uon ut. .hown on thI Notlcl, adcUUonal Int.,lIt ...t bI c.lcul.ted. .'1, .. -5 (' o ,/ ..,... C" , ~ , r ~ J Id~ U~ i~J i ...,-_... --.......~-" .......... . ,.' "''!,:-, I I \ \ -I 1\ -, -=1 -: t. II : -= :: I 51 I -, , , . 0. " ~ ~ I , J -3 Ci .~ <:: h -. ."";) c:0 cl r'" ~ .)-1. ~ sf~ - " >.I, .;C;" ~. !. '''\' .' -'.'. .....h,1- I.':',",." .. "f,' '. ~ , I ..',.'.i " 'r .-.. .-- ~"_.. --.:' ~~;:~:._~., ---- n__" "! ~ '.,,1 :' '. v" ~.., >' .. "'t' ., ." : ! "a,':'".' ...1 ~ ,1 'I" ,; /\ ' , ""''''''.. .'- , : I ~,,,,, " . . , ,..;, , : ,. . . I ,I " . . .. .... t ~, . , . . . 'f oM_ - v-~' ~ -~~. ....::- . I ,I '! " \. , :::r ;r, ",'I