HomeMy WebLinkAbout95-00411
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REV-1543 EX AFP (8-94) *'
CO""OHWU,L tIl OF II[HHSYlIIA..U
OtPAA'"[Hl OF REVENUE
BUREAU OF IHDIVIDUAl IA~[S .
DEPT. :SOflDl
IlARR1SIURG, PI l1UB.ObOl lI:
FILE NO. 21 tf.J-. Vii
95112225
04-12-95
INFORMATION NOTICE
AND
TAXPAVER RESPONSE
ACN
DATE
WILLIAM J SCHEFFY """"" fM..v
-:so~ 16IH :.r..;>t. '/;' ~
NEW CUMBERLAND PA- 11010
'ItJ~/<:. Pit 17 '-It) 2
TYPE OF ACCDUNT
~ SAVINDS
CHECKIND
TRUST
CERTIFICATE
REHIT PAYHENT AND FDRHS TDI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 11013
ESTATE OF BERTHA E SCHEFFY
S,S, NO. 192-14-0939
DATE OF DEATH 01-06-95
COUNTY CUMBERLAND
DAUPHIN DEPOSIT OK I T has provided the Capart..nt with the Inlor..tlah I htad balow which ha. b..n UI.d in nlcul.Una the
potantlal I.. dua, Thalr racord. indlcat. that at the d..th of the above dacadant. you ..ar. a joint aNnat/baneflclarv of thl. account.
If you ,..1 Ihb Infor..Uon it Incornet, p..... obtain written correction fro. thll financial In.tltutlon. attach II copy to this for.
ond raturn It to the above .ddr.... Ihl. account I. l...bl. In accordanc. with the Inh.rlt~c. f.. taws of the Co..onw.llth of Pannsylvani..
Uua.\~ons .IIV bl .n.wlr.d Ly calling t/ll~ lu/-l.l:.lI.
CoHPLETE PART 1 BELOW .
Account No. 8000134136
. . SEE REVERSE SIDE FOR
D.to 12-01-82
e.tablhhed
FILING AND PAYHENT INSTRUCTIONS
To Inlur' propar cradlt to your account, two
(2) cop I.. of thll notlc. aust acca.panv your
pay..nt to the R.glst.r of Will.. Haka ch.ck
plyabl. tOI "Rlgl.tlr of Will., Aglnt".
Account Balanca
Parcant Ta)Cable
A~ount Subj.ct to
Ta)C Rate
Potential Tax Dua
B.025,64
50.000
4.o12,B2
.06
240,71
TAXPAVER RESPONSE
RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
x
NorEI If 'a. ply.ants ar. aada within thr..
13) lanth. of the dlcldant's datI of d.ath,
you .av d.duct . 5X dl.count of the taK due.
Any inherltlnel ta. due 101111 beeo.. d.llnqu.nt
nine I') eonth. .ftar the data of de.th.
To.
K
PART
ill
FAILURE TO RESPOND WILL
[CHECK ]
ONE
BLOCK
ONLY
A. ~ fh. above Infor.atlon and tilt due Is corrlct.
1. You ..V choo" to r..it pn.ent to the Raghter of wills with two copl.. of this notlea to obtain
a dl.count or avoid intlrast, or you ..v ch.ck bolt "A" and return thl. not Ie. to the Ragl.tar of
wills and an official ........nt will b. I..uld by the PA D.p.rt.ant of RavanuI.
B. r=J The abav. ....t ha. beln or will b. raportad .nd ta. paid with the Pann.ylvanl. Inh.ritanc. Ta. r.turn
to b. fllld bV tha dacadant'. r.pr...ntatlv..
t. 0 Th. abava Infor.atlon I~ncarr_t and/or dabts and daductlon. w.r. paid by you.
You au.t co.plata PARf l!J lndIot PARf 0 b.low. ("') Q .,'
If you indicata . differant t.)C rate, pl.... .t.ta your
ralationship to decadent I
PART
[3J
TAX RETURN . COMPUTATION
LINE 1, Data E.tablishad
2, Account Balance
3. Percant Taxable
4. AMount Subjact to Tax
S. Debt. and Deduction.
6, Aftount Ta)Cable
7. Tax Rat.
a, Tax Due
:n
p."".,
Q.~rICIAL'- SE oNLV~ 0 AAF
PA DE.,.,PARTHE~! OF ~EV~NUE
~
TAX ON JOINT/TRUST ACCOUNTS
OF
1
2
3
4
5
&
7
8
K
PAD
1
2
3
4
5
6
7
8
CLAIMED
-u i..
'; '-<,
~ '
\Jl
0..
ci
Cft
"'"'
U:;:..:.
x
PART
~
DATE
DEBTS AND DEDUCTIONS
AMOUNT PAID
DESCRIPTION
PAYEE
PAID
\
.
\
TOTAL CEnt.r on Line 5 of Tex COMPutation)
Under penalties of perjury, I d.clare that the feet.
cOMP1.ta to the bait of ny knowledge and beli.f.
W('I/'Mo/I~ lJ..R.~M
TAXPAYER SIGNATURE . I
I have r.port.d above are true, correct and
)
)
NUHBER
HOME (
WORK (
TELEPHONE
~.5'
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSttENT wllh Ilppllcllbla '"hnlt b..lld on 1n'or..Uan
lubatUad by the UMMel.' Institution.
Z. Inh.rltanca taM baeo... dllllnqullnt nlnll aonthl .,ta.. tn. dllelld.nt', data of d..th.
5. A Joint account I. ,...bl. .van though thll dllelldant" nR.. WIl' lidded a. II ..tlar af conv.nt.nell.
4. Account. (InclUding thO'. hald b.t...." hUlband and "llal which tn. dllcadant put In joint n.... within ana V.." prior to
d..th era fully 'lI.abl. II' Irlln,fa....
5. ACLountt a"lIbll,hlld Jolntlv bat...." hUlbllnd and wlf. aor. then ana y.... prior to d..lh .t. not tll.8bl..
6. Account. hald by II dllcadant "In trult lor" IInatha.. or othar. ara t.~abl. fully,
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCM A . I' the I"'or..llon and co.put.tlon In th. not Ie. ar. corr.ct and dlductlon. ar. not baing clal.ld. plec. en "X"
In block "A" of P.rt 1 of the "TaMp.y.r R..pon.a" .actlon. Sign two copla. Ind .ubalt th.. with your ch.ck for thl alGunt of
tSM to the A.gI.t.r of Will. of the county Indlcst.d. lh. PA D.p.rt..nt of R.v.nul wl11 I..ue .n offlcl.l ........nt
eFor. REV-15~' EX) upon rlc.lpt of the r.turn fro. the R.gl.tar of Will..
Z. BLOCK B _ If thl ....t .p.ciflld on thil notln h.. b..n or wlU be report.d and tu p.ld with tha penn'Vlv.nla Inhlrltancl
hIC Aaturn fll.d bV the declllent'. repra..nt.tlv., pl.ce en "X" In block "B" of P.rt I of the "T..p.Ylr Re.pon,l" IIctlon. Sign on.
copy and r.turn to the PA Dep.rt..nt of Rlvlnua, Bur.eu of Indlvldu.l TeMa., Oapt Z80601, Herrl.burg, PA 171Z8-0601 ln th.
anvalopl provld.d.
,. BLOCK C _ If th. not Ie. Infor.utlon I. Incorr.ct and/or d.ductlon. .re being cl.l.ld. chick block "C" end co~l.t. P.rt. 2 and 5
BCllardl,.,g to thl l"ctr',II:tlon, bo"low. l'1Q"I two coP I... _nd IIMIIt th.. with )/1)11" c".ek fa" tnll "...nunt of tll_ p4Yl'bl. to thl P.gilt.,.
of Will. of the county Indlcatad. Thl PA D.p.,.taant of R.vlnul will I..u. an offlcl.l ........nt (For. REV-15'S EX) upon rlcalpt
of the r.turn fro. the R.gl.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Ent.,.
NOTEl
the d.t. tha account orlgln.llY w.. ..tabll.h.d or tltl.d In the .enn.,. aICI.tlng at d.t. of dl.th.
For. dlc.dlnt dvlng afta,. 12/IZ/821 Account. which thl dacad.nt put In joint n.... within one (I) ya.,. of da.th .r.
t.lCabl. fullv I' tran.f.rt. Howav.r, thara I. an IMclu.lon not to aICcaad .5,000 par tran.faraa r.g.rdl.t. of the valu. of
the account or tha nu.bar of .ccount. hald.
If . doubll ..t.rl.k (... .pPI.r. blfora your flr.t nail In the .ddr... portion of thl. not Ie., thl .5,000 IMclu.lan
alr.ldY h.. b..n d.duct.d frol the account b.lanc. a. r.port.d by the fln.ncl.1 Inttltutlon.
Z. Ent.r the tot.1 balanc. of the .ccount Including Int.r.,t .ccru.d to the d.ta of d.ath.
5. Th. Plrc.nt of thl .ccount th.t la t.IC.bla for a.ch .urvlvor I. dat.r.ln.d .t follow.1
A. Th. parc.nt teMabla for joint ....t. a.t.bll'had lore than ana y.ar prior to the d.cadent'. daathl
DIYIDED IIY TOTAL HUMBER OF
JOINT OWNERS
EM..plal A joint a.,at ragl.t.r.d
DIVIDED IV TOTAL NUHBER OF X 100 . PERCENT TAXABLE
SURVIVINO JOINT OWNERS
In th. n..a of the d.c.dant .nd two oth.r p.r.on..
1 DIVIDED IIY 5 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .167 X 100 . l6.7X (TAXAIILE FOR EACH SURVIVOR)
B. The p.rc.nt t.ICebl. far ....t. cr.atad within ana v..r of the dae.d.nt', d..th ar .ccountt ownad bv the d.cedant but hald
In tru.t for anothar Indlvldu.I(,) (tru.t b.n.flclarla.)1
I DIVIDED BY TOTAL NU"IIER OF SURVIVING JOINt
OWNERS DR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
E...plel Joint .ccount r.glstered In the n... of th. d.cld.nt and two othar par.on. and e.t.bllshad within on. y.ar of d..th by
tha dacadlnt.
I DIYIDED BY 2 (SURVIVORS) . .SO X 100 . SO:iC CTAMABlE FOR EACIl SURVIVOR)
4. The ..ount tubJ.ct to tllC (1In. 4) I. d.tlr.ln.d by .ultlplylng the .ccount h.lanca (1lna 2) by the p.rc.nt tlICabl. (Iln. 5).
5. Entar the total of the dabts .nd d.ductlon. I htad In P.rt 5.
6. Th. e.ount ".abl. Clln. 6) It dattr.lnad by .ubtrllctlnG tha dlbt. IInd daductlonl Ulna S) fro. the a.ount .ubJ.ct to t.. Ulne 4).
7. Cntar the .pproprlata tax ratu (1In. 7) a. u.taraln.d balow.
A. For dete. of d.ath occurring .ft.r 6/30/94, tha t.IC r.t.. for tran,f.r. to IpOU..' .r. a. followtl
I. D.ta. of d.ath on or .ft.r 7/1/94 .nd b.for. 1/1/96 tha rat. I. 5~.
Z. D.t.. of daeth on or .ftar 1/1/96 .nd bafora 1/1/91 th. r.t. I. 2X.
3. o.ta. of daath on or aftar 1/1/91 and bafore 1/1/98 th. r.t. I. I~.
4. O.ta. of daath on or eftar 1/1/98 tran.fart to tpou..' will b. .M..pt fro. taM.
Notal For d.ta. of da.th prior to 7/1/94 tran.f.r. to .pou.a, ar. talC.ble at 6~.
B. Tr.n.f.r. to Iln..1 d..c.nd.nt. Including f.th.r, .othar, .on, daughtar, gr.ndchlldr.n. .on-In-l.w,
daUght.r-ln-l.w. ttapchild and th.lr l..u. .r. ta.able at .IM p.rc.nt (6;().
C. Trln.f.r. to all othar. Including brothar, ,I.t.r, unci., .unt, naph.w and nlac. .r. t.Mabl. .t flft..n p.rcsnt (ISX).
o. If you chang. tha t.IC r.ta, pl.... .paclfy vour ralatlon.hlp to the d.c.d.nt In the .r.. provld.d.
S. th. ..ount of t.IC due Ulna 8) II d.ttr.lnld by .ultlphlng the ..ount t.nbla (IIna 61 by thl t.IC nt. Uln. 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allow.bl. d.btl .nd daductlon. ere dat.r.lnad .. follow.'
A. You lagally .re ra.ponllbl. for p.v.ant, or the a.t.t. subj.ct to ad.lnl.tratlan bv . p.r.on.1 r.pra..nt.tlva I. Intufflclent
to pay the daclucUbl. It....
B. You .ctually p.ld th. d.bt. aftar d,.th of the d.c.dant .nd c.n furnl.h proof of pay.ant.
C. Oabt. being clal..d au.t ba Ita.lrad fully In Pert 5. If eddltlonal Ip.C. It n..dad, Ut. plain papar 8 1/2" )( II". Proof of
p.y..nt ..y ba raqu..t.d by the PA Oap.rt..nt of R.vanu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE OISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327, TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
.,. -.. - -. .,' -, ..~ --
j---"-
I
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,
- - -- ----------- - - .-- - ~-- --. ---- --- ----- - -- ---- ---- --- - ----
D AA 047805 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
1I~1I6J"'I""1
.
RECEIVED FROM,
f3
ACN
ASSESSMENT P:'I
CONTROL ~
NUMBER
AMOUNT
WILLIAM J SCHEFFY
"';:'11~~~:5
..C''tV. II
2672 SUSQUEHANNA TRAIL
YORK PA 17402
lOIOtlUr
ESTATE INfORMATION,
e'I fiLE NUMBER
g 21-1995-0411
e'I NAME Of DECEDENT (LAST)
~ SCHEFFY BERTHA E
II DATE OF PAYMENT
m POSTMARK D E
COUNTY
SSN 192-1/,-0939
(fiRST) (MI)
CUM ERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
.240.77
,.
WILLIAM J SCHEFFY
SEAL
CHECKlI 649
RECEIVED BY
REGISTER OF WillS
MARY C. lEW S
REGISTER OF WILLS
------- -- ---- -----.-..~.-- -:-.- -- ~-- -- - -- _._~---- - -..--..,.- ------~- -....--
, - ,
!
1",
.
.
. '
" - ..-.. - ~ . ..-..
~~
.~
----
-:-:-~_.11
-~
-..-
REV-1543 EX AFP (8-941,*,
CotOtOHWEAlfll OF PENNSYlVANIA .
OEPAATHENT OF REVENUE
BUREAU OF INDIVIDUAL lAMES ' .
Of PI. UD601
HARRISBURG, PI 111U.0601 -=
LOUISE M SANGER
304 16TH ST
NEW CUMBERLAND PA 17070
NO. 21- q6- 41/
95112224
04-12-95
TVPE OF ACCOUNT
~ SAVINGS
CNECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORNS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ESTATE OF BERTHA E SCHEFFY
S,S. NO, 192-14-0939
DATE OF DEATH 01-06-95
COUNTY CUMBERLAND
DAUPHIN DEPOSIT 8K I T ha. provldad the Oal'lart..nt with the Infar..tlon llstad balow which h.. ba.n und In calculating the
potenUal 'all dua. Thalr racord. Indlcat. that at the d..th of the abov. dandant, 'IOU war. a Joint owner/banaflclary of this account.
If \taU f..l this Infor..tlon Is incorract. pl.... obtain written corractlon fr08 the financial insUtutlon, attach. copy to this for.
and raturn It to the above .dd,..... ThI. account I_ tllMabl. In accordanca with the Inh.rltanca Tn laws of th. Couo"w.a1th of PaM,vivanla.
Cua.\lun. 'UJ:/ ba ,..".w,lad kl c:dUnu (717J :0: o"n.
COMPLETE PART 1 BELOW .
Account No, 4912721263
. . SEE REVERSE SIDE FOR
D.h 12-07-82
Establishad
FILING AND PAYMENT INSTRUCTIONS
To In.ura propar ctadlt to vour account. two
(Z) copla. of thl. notlc. ""st accoapan)' vour
pav..nt to the Ragl.tar of Willa. "aka chack
payabla tOI ~.gl.t.r of Will., AgantR.
Account aalanca
Percant Taxabl.
AMount Subjact to
Tax Rata
Potantlal Tax Du.
3,166.46
50,000
1.583,23
.06
94.99
TAXPAYER RESPONSE
WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED OM THIS NOTICE
x
HOTEl If ta. pay.ants at. .ad. within tht..
(3) sonth. of tha dacadant'. data of duth,
vou .av daduct a SiC discount of tha ta. due.
AnV lnhetltane. ta. due will b.eo.a dallnquant
nlna (9J .onth. .fhr tha dlta of daath.
T..
x
PART
[!]
FAILURE TO RESPOND
[CHECK ]
ONE
BLOCK
ONLY
.. 0 Tha abova Infor..tlan and talC dua Is corract,
1. You aav choo.a to rull payaant to tha Reghter of willi with two cop la, of this notlca to obt.ln
a discount or .",old intara.t. or YOU .ay chack box "." and raturn this notice to the Raglshr of
willi and an offlel.l ....u..nt will ba Is.uad by thl PA Dapatt..nt of Rav.nue.
a. 0 Tha abova ....t h.. baan or w111 b. raportad .nd ta. p.id with tha pann.vlvanla Inharltanca TalC return
to b. fllad by tha dacadant" tapra.antatlva.
C. 0 Tha abova Infot..tlon I~ncorrect nnd/or dabt. .nd daductlon' ..ata paid bv you.
Vou au.t coaplata PART L!.J and/or PART ill baloN.
If you indicat. a diff.rent tax rata, pl.... .t.t. your
r.lation.hip to decad.nt.
OFFICIAL USE ONLY 0 AAF
DEPARTMENT OF REVENUE
PART
~
TAX RETURN - COMPUTATION
LINE 1. D.t. E~tablish.d
Z. Account B.lance
3. Parcant Taxabl.
4. Anount Subjact to Tax
5. Debt. and Deductions
6. AMount Taxable
7. Tax Rata
8. T.x Due
PA
TAX ON JOINT/TRUST ACCOUNTS
OF
1
2
3 X
4
S
6
7 X
8
PAD
!
2
3
4
5
6
7
8
CLAIMED
PART
I!J
DATE PAID
DEBTS AND DEDUCTIONS
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL IEnter on Lina 5 of TaK COIIIPut.Uon)
I
.
Undar panaltie. of p.rjury, I daclare that the
cOlllpleta to tha be.t of ny knowledga and bell.f.
. .p . h
~dti1if hI' ~'1,M'-
T 5 TURE
fact. I hava reported above are true, correct and
HOME ( ") :17 ) 771/- - ~ '7 <L 1>'
WORK ( _ 1 f/_Il- ?",-
TELEPHON NUMBER "'DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with applicable Intanst b...d on t"for..tlan
tubtltlad by the financial Institution.
1. Inh.rltanc. t.. baco... delinquent nln. tonlhl .,t., the decedtnt.' data of d..th.
S. A Joint account I. '..able tvan though tha decadant" n... .... added .. . ..tta, of convenl.nc..
,. Account. I Including tho.. h.ld bat....n hUsband and wlf.1 which t~ d.c.d~t put In Joint n.... within ant V'" prior to
d..th .r. fully t..able .. trenlf.,..
S. Account. ..tabl1thed Jolntlv betw.en hUlb.nd and wlf. aor. then on. Y'" prior to d..th .r. not t..abl_,
6. Account. held by . decadant "In trutt for" enothtr Dr other. .r. t,..bl. fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
.. BLOCK A . If the In'or..tlon and co.putatlon In the notlca ar. corr.ct end daductlon. .r. not b.lng cl.l.ed, placa en ~x-
In block "A" of P.rt 1 of the "T..p.yar Ra.pon.." ..ctlon. Sign two cop la' and .ub.it tha. with your chack for tha ..ount of
t.M to the R.gl.t.r 0' Mall' of the county Indlc.t.d. tha PA Dap.rt.ant 0' R.venua will I..u, an of'lclal ......aent
(For. WEV-154e EX) upon r.c.lpt 0' tha r.turn fro. the R.gl.t.r 0' Mill..
Z. BLOCK B _ If the ....t .p.clfl.d on thl. notlc. h.. bDan or will b. raport.d 3nd t'M p.ld with the P.nn.ylv~l. Inherltanc'
T'M A.turn fll.d by the dac.d.nt'. r.pr..ant.tlva, pl.c. an "X~ In block "1- 0' P.rt I 0' the -"Mp.y.r R..pon.." ..ctlon. Sign on.
COpy and r.turn to the PA Dap.rt.ant of R.vanua, Bursau of Indlvldu.l T...., D.pt Z10601, H.rrl.bUrg, PA 171ZI-0601 In the
anv.lop, provld.d.
5. BLOCK C _ l' the notlc. Infor..tlon I. Incorr.ct .nd/or d.ductlon. ara baing clelaad, ch.ck block "C" and coapl.t. P.rt. Z end 5
.ccordl". to the In.tructlon. balow. Shin two cool.. and .ubtllt thaI with your chack '0" tha '.~Jnt 0' till lI"vllbla to the Aaglst.,.
0' will. of the county Indlc.t.d. th. PA Dap.,.t.ant 0' Rav~' will I..u. ftn o"lcl.1 .....seent IFor. REV-1541 EX) UPOn racalpt
0' tha raturn frOl the R.gl.ta,. 0' Willa.
TAX RETURN - PART
2
TAX COMPUTATION
LINE
1. Entar tha d.ta tha account originally wa. ..tablllhad or tltl.d In the a~" a.l.tlng .t d.ta 0' d.ath.
NOTE I For. d.cadant dying .ftar IZ/IZ/BZ: Account I which the dac.dent put In Joint n.... within on. (I) y.ar of da.th ara
t..abla fulh a. tran".r.. Ilow.v.,., tha,.a Is an a.cludon not to alCuad U,OOO par tran.fara. reg.rdlu, 0' the valu. of
'h. .ccount or tha nu.b.r 0' "ccount. h.ld.
I' . doubla a.tarllk (..) appe.r. before your flr.t na.a In tha addr..s pa,.tlon 0' thle notlca, the 15,000 a.clu.lon
alra.dY h.. baen deductad fro. the .ccount b.lanca a. raportad by the ,lnancl.1 In.tltutlon.
Z. Entar the tot.l b.lanc. 0' tha account Including Int.r..t accrued to the d.t. 0' da.th.
5. Th. parc.nt 0' tha 'CCDunt that I. ta.abl. for ..ch .urvlvor I. det.ralned a. 'olloN.1
A. th. p.rcant t..abla 'or Joint ....t. a.tabll.had aor. then on. y..r prior to tha d.c.d.nt', d.athl
DIVJDED IV TOTAL NU"IER OF
JOJNT OWNERS
E...pl.1 A Joint ....t ,..glttarlld
DIVIDED IV TOTAL Hl.mIER Of' X lOa - PERCENT TAXABLE
SURVIVJHC JOINT OWNERS
In the n.a. of tha d.cadent and two oth.,. p.r.on..
I DJVIDED IV 5 (JOINT OWNERS) DIVIDED IV Z (SURVJVDRS) . .167 X 100 . 16.7% (TAXAILE FOR EACH SURVIVOR)
I. Th. p.rc.nt t.lC.bl. far ....t. cr..tad within on. y.ar 0' the dac.dent's d.ath D" account. own.d by the decadent but hald
In tru.t far anoth.r Indlvidual(.) (t"Ult b.n.,lcl.rl..)1
1 DJVIDED IV tOTAL HUMBER OF SURVJVING JOINt
OWNERS OR tRUST BENEfiCIARIES
X 100 - PERCENT ,AXAILE
EM.apl., Jolnt account real.t.r.d In the n... of tha d.c.dant and two Dth.r p.rson. and .,tabll.had within one ya.r 0' da.th by
tha d.cadant.
1 DIVIDED IV Z (SURVIVORS) . .SO X lOa . SO~ (TAXAalE fOR EACH SURVIVDRJ
4. Th. .eaunt .ubJ.ct to t.. (lln. ~) I. d.t.raln.d by aultlplylng tha account balanc. (lln. Z) by the p.re.nt ta.abl. (11n. 5).
5. Entar the total of the dabt. and daductlon. lls'ad In P.rt 1.
6. th. a.ount t..abla Ulna 6) Is d.taralnad by .ubtractlng the d.bts and daductlon. (1)n. 5) frOll the .aount 'ubJ.ct to ta. (lIM 4).
7. Ent... the "uproprlat. tax r.ta Ulne 11 .,. aetar..ln.d balow.
A. for dat.. 0' d.ath occurring .ft.r 6/50/9~, the ta. ,..t.. for tran,fa,., to 'POUI.. ar. as follow.'
I. Oat.. 0' daath on or aft.,. 7/1/9~ and bafo,.a 1/1/96 tha rata I. 5~.
Z. D.t.. 0' daath on or a,ta,. 1/1/96 and b.for. 1/1/97 the r.ta I. Z~.
5. Dat.. of da.th on 0,. aftar 1/1/97 and b.fora 1/1/'1 the rata I. I~.
4. D.t.s of daeth on or .,ter 1/1/98 tran'f.r. to .pou.a. will b. 'M.apt froa tax.
Hot.1 For d.t.. of d..th p,.lor to 7/1/94 tran.far. to .pou.a' .r. t.lCabla .t 6~.
B. Tran,'.rs to Iln..l da.cand.nt. Including f.th.r, eoth.,., .on. daughter, grandchildren. ,on-In-Iaw,
daught.r-1n-l.w, It.pchlld and th.ir I..u. ara t.lCabl. at .Ix p.rcant (6~).
C. Tran.f.r. to .11 oth.rs Including brath.r, ,11'ar, uncia, aunt, n.phew and nl.c. ar. t.lCabl. at flft..n p.rcent (15~).
D. Jf you chang. tha talC rat., pl.... .paclfY you,. ral.tlon.hlp to the d.c.dent In the .ra. provld.d.
e. Th..-aunt 0' t.1C due (1In. II I. d.tar.ln.d by aultlplylng the aaount t..abl. (1In. 6) by the t.. r.t. (llna 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allow.bl. d.bt. and d.ductlon. era d.t.r.ln.d a. follow"
A. You l.g.IlY .re re.ponslbl. fa" pay.."t. or the ..tat. .ubJect to adalnlstnUon by . personal rltl,...ant.tlva Is Inlufflclent
to p.y the d.ductlbl. It....
B. You actu.lly paid the d.bts .ft.r d.ath 0' the dac.dant and cen fu,.nl.h proof of pay-.nt.
C. Dabt. b.lng cl.I..d ault b. It..lz.d fully In Part 5. If addltlon.1 ,pac. I. na.dad, u.a plain pap.r I I/Z" . 11-. proD' of
p.ya.nt .ay ba r.qua.t.d by th. PA D.II.rt..nt of R.venua.
TAXPAVER 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) 787-0327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
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REV-1543 EX AFP (B-941 *
COHHOHWfAlllt OF prHNSn\llHIA
DEPARtMENt OF REVENUE
BUREAU OF IHDI\llooI\ lAkES . .
alP'. l80bOI
IlARAISlURG, Pi 111:a-ObOI
FILE NO. 21 'i J" '1//
ACN 95112224
DATE 04-12-95
INFORMATION NOTICE
AND
TAXPAVER RESPONSE
LOUISE M SANGER
304 16TH ST
NEW CUMBERLAND PA 17070
TVPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF BERTHA E SCHEFFV
5,5, NO, 192-14-0939
DATE OF DEATH 01-06-95
COUNTY CUMBERLAND
DAUPHIN DEPOSIT BK I T ha. provided ttM Depart..nt ..lth ttM Infor..tlon 1 hhd baloM which has bHn u..d In uh:ulat 1"9 the
p...n.I., U. .u., Ih'" .oeD.d. 'n.'''U .ho' a' 'h. ....h of .h. ..... d.....n', ,ou wor. . J.'n' Dwnor'..n.flcl". D' 'h'. .cc.unt.
If ,.U ..., .hl. In.....tlDn I. Inmm" p,.... ..uln wdtt.n c..nctl.n "D' 'h. fln.nc,.1 In"ltutl.n, att.ch . c.P' '0 'hh f...
on. n'u.n I' .. .h. ..... ..d...., Ih'. .cc.un' II ,....,. In .cc....... with ,h. ,,,,,.dUn.. t.. "w, of 'h' CD.......lth .. P.nn..lyonl',
Du..Unn. .... h_ IIn...a,.tI h.., callinG (117) 1&'''8521.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INS1'RUCTIONS
Account N.. 4912721263 Dab 12-07-82
Established
To Inlur. prop.' credit to your account, two
fZ) cop I.. of thl. notlcl SUit Iccoapany your
ply..nt to thl Ragl.t., of Will,. Haka chIck
plyabl. tal -Raalatar of Wills, Agent-.
PART
IT]
3.166,46
50,000
1.583,23
,06
94,99
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE
Account aalanc.
Parcant Tal(abla
AMount Subjact to
Tax Rata
potantial Tax Dua
K
HOTEl If ta. pay..nts ar. .ad. within thr.a
e)) aontha of the decedent's deta of de.th,
you e.y deduct e SX dlacount of tha ta. due.
Any inherltanc. ta. due will beco.. d.llnqu.nt
nine (9) .ontha after the data of d..th.
T..
x
[CHECK ]
ONE
BLOCK
ONLY
A. r=J The above Infor.atlan and taM dua I. correct.
1. You .ay choo.a to ra.lt pay.ant to the Raglstar of wills with two caple. of thl. not lea to obtain
a discount or avoid Intarut, or you .8'1 check bOM -A" and nturn thh notlc. to tha R.glstar of
WIUa and an official ........nt will be Issuad by tha PA napart..nt of R.vanu..
8. c:J Th. abova a..at has baan or will b. raparted and taM paid with the Pannsvlvanla Inh.rltanca Ta. r.turn
to ba filed by tha dacadant's repra..ntatlve.
C. ~ Th. .bove Infor..'lan l~ncDrract andIa~ebts and d.ductlons wera p.ld bV you.
You lNst co.ple" PARt l..!J and/or PARt l!J balow.
If you indicat. a different tal( rah, pha.. .hh your
ralation.hip to decedent I
OFFICIAL USE ONLY 0 AAF
PADEPARTMENT OF REVENUE
PART
~
TAX RETURN - COMPUTATION
LIHf 1, Date E.tablished
2. Account aalanc.
3. Percent Taxabl.
4. Anount Subject to Tex
5. Dabts and Deduction.
&, Anaunt Taxabl.
7, Tal( Rat.
8. Tax Due
K
PAD
1
2
3
4
5
6
7
8
CLAIMED
TAX ON JOINT/TRUST ACCOUNTS
OF
1
2
3 X
4
5
.
7
8
----. - .... ..---..-.-.....-. .-....-
DEBTS AND DEDUCTIONS
PART
[!]
DATE PAID
PAVEE
DESCRIPTION
AMOUNT PAID
TOTAL lEnter on Line 5 of Tal( Conputation)
.
Under penalti.. of perjury, I dachre that tha facts I
conpht. to the be.t of .,y knowledga and beUef.
Vt'U'f ,'.o(.JZ. n(, Ar.''7-<--t1..e~--
~AVER SIGNATm of
have reported above are true, corr.ct .nd
HOME ('7/'7) 77/f- - to '7 rr- 6""
WORK () 1- - / / - 'If)
TELEPHONE NUMBER DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"ENT with applicable Int.r..t ba..d on Infor..tlon
subalttad by the financial In.tHutlon.
2. Inh.rlt.n~. t.~ baeD... delinquent nlna aonthl a'tar the dlcadant'. data of d..th.
S. A Joint account 1. t.~.bl. Iyan though tha dlcadant', n... wa. added a. . a.ttar of convanl.ne..
~. Account. IlncludlnD tho.. hald batw..n hUlband and wlfa) which the decadant put In Joint n.... within on. y..r prior to
d..th .r. fully t.~.bl. .. transf.r..
S. Account. ..tabllshad Jointly batw..n husband and wlf. lor. then on. y.ar prior to d.,th .r. not ta_Ibl.,
6. Account. hald by . decldlnt "In trult for" anothar or othar. ar. t...ble fully.
REPORTING INSTRUCTIONS - PART
- TAXPAYER RESPONSE
1
1. BLDCK A . If thl Infor..tlon and co~utatlon In the notice ar. corr.ct and d.ductlon. are not b.lng clel..d, piece an -X"
In black -A- of P.rt 1 of the -Ta.p.w.r A..pon..- ..ctlon. Sign two cop I.. and .ub.lt th.. with your ch.ck far the aaaunt of
t.. to the Raal.tar of Wlll. of the county Indlcat.d. Th. PA D.p.rt..nt of A.v.nu. will l..u. an offlcl.l .......ant
IFor. REY~15"'. EX) upon reulpt of the r.turn fro. the R.gllt.r of Wl1h,
Z. BLOCK B ~ If the ....t .p.clfl.d an thl. not Ie. ha. b.an or will b. r.port.d and ta. p.ld with the P.nn.ylvanla Inh.rltanca
Ta. R.turn fll.d by th. d.c.d.nt'. r.pr...nt.tlv., pl.c. an "X- In black -a- of p.rt I of the -TaMpay.r R..pon.." ..ctlan. Sian an.
COpy and return to the PA D.part..nt of R.v.nu., aur..u of Indlvldu.l T...., D.pt Z10601, Harrl.burg, PA l11ZI-0601 In the
,.nv.lop. provld.d.
J. BLOCK C . If thA notlc. lnfor..tlon I. Incorr.ct andlor d.ductlon. .r. b.lng cl.I..d, ch.ck black "C" and co.pl.t. Part. Z and 5
.ccordlna to the In.tructlon. baloN. Sign two copl.. .nd .ub.lt th.. wIth your chack far the ..ount of t.. p.yabl. to the R.gl.t.r
of utll. I.' tha "QUlI'!:)> lnolc4ltad. Tn.. PA DaJlart..nt of Wav.nya .111 IIlua en otth;l.l ..........nt (I'or. Rf,V.lS't6 EX) upon rac.lpt
of tha raturn fron the R.gllt.r of Wllh.
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
1. Ent.r
NOTEI
the data tha account originallY w.. ..t.bll.had or tltlad In tha ..nnar ..I.tlng at data of d..th.
Far a d.cad.nt dying aftar lZ/lZ/aZI Account. which the dacadant put In Joint n.... within an. (1) r..r of da.th ara
t...bl. fully .. tran.f.r.. Itow.v.r, thar. II an axclu.lon not to ..c..d n,ooo par tran.f.r.. rag.rdl... of tha v.lua of
the .ccount or tha nuBb.r of .ccount. hald.
If a double a.t.rl.k (..) .ppaar. bafor. your flr.t n... In tha .ddr... portion of thl. notlc., the .S,OOO axclu.lon
.lra.dy ha. b.an daductad fro. the account balanc. .. r.port.d by the flnancl.l In.tltutlan.
Z, Ent.r tha total b.lanca of the account Including lntar..t accru.d to the data of d..th.
5. Th. p.rc.nt of the account that I. taMabl. for .ach .urvlvor I. d.t.r.ln.d .. follow'l
A. Tha perc.nt t..abl. for Joint ....t. ..t.bll.h.d .ora than on. y..r prior to the d.c.d.nt'. d..thl
1 . DIVIDED BV TDTAl NUHBER OF
JOINT OWNERS
E..apl.l . Joint a...t real.t.r.d
DIVIDED BV TOTAL HOHBER OF X 100 . PERCENT TAXABLE
SURVIYINC JOINT OWNERS
In the na.. of tha d.cadant and two oth.r par.on..
1 DIVIDED BV ] (JOINT OWNERS) DIVIDED BV 2 (SURVIVORS) . .161 X 100
16.1% (TAXABLE FOR EACH SURVIVOR)
B. Th. p.rcant ta.abl. for ....t. cr.atad within on. y..r of the d.c.d.nt'. d..th or account. awned by the dac.d.nt but h.ld
In tru.t for .nothar IndlvldUal(.) (tru.t banaflclarl.')1
1 DIY IDEO BV TOTAL NUHBER OF SURVIVING JOINT
OWNERS OR TRUST B[NEFICIAAIES
X 100 . PERCENT TAMABLE
Ex.apl.: Joint .ccau~t r.ul.t.rad In the n..a af the decadant and two othar par.on. and a.tabll.had within ana yaar of daath by
tha dacadant.
I DIYIDED BV Z (SURVIVORS) . .50 X 100 . 50% nAMABLE FOR EACIt SURVIVOR)
~. Th. a.ount .ubjact to ta. (llna ~) I. detar.lnad by aultlplylng the account b.l.nc. (Iln. Z) by the pare ant t...bl. (lln. 5).
5. Entar the total of the d.bt. and deduction. II.t.d In P.rt S.
6. Th. ..aunt ta.able (line 6) I. d.teralnad by .ubtractlng the dabtl and daductlon. (1In. 5) fro. tha ..aunt .ubJ.at to t.. (1In. ~).
1. Entar the ~oproprlat. t~~ r~t. fllne 1) &e not.rftlnad b.loH.
A. For d.t.. of death occurring aftar 6/50/'''', the taM rata. far tr.n.far. to .pous.. .r. a. fo1law'l
1. Data. of da.th an or aftar 1/1/94 ond bafor. 1/1/96 \h. rata i. S%.
Z. D.t.. of da.th on or aftar 1/1/96 and be for. 1/1/97 the rata II ZZ.
3. Oat.. of d.ath on or aft.r 1/1/97 and bafora 1/1/98 tha rata I. 1%.
~. Oat.. of d.ath on or aft.r 1/1/9a tran.f.r. to spou.a. will ba ..a.pt fro. ta..
Nota: Far dat.. of d..th prior to 1/1/94 tran.f.rs to .pou... ar. t...bl. at 6%.
B. Tran.f.r. to lln.a1 d..candant. Including fath.r, 80th.r, .on, daught.r, gr.ndchlldren, .on.ln.l.w.
daughtar-In.law, Itepchild and thalr I"u. ar. ta.abl. at .1. p.rc.nt (6%1.
C. Tran.far. to .11 oth.r. Including broth.r, .I.t.r, unci., .unt, naphaw and nl.c. .r. t..ab1. .t flft.an parc.nt (15%).
D. If you changa tha t.. r.t., pl.... sp.clfy your r.latlon.hlp to the d.c.d.nt In tha ar.. provldad.
8. Tha a.ount of ta. due (lln. I) I. d.tar.lnad by aultlplylng tha ..ount ta.abla (lln. 6) by the ta. rata (lIne 1).
CLAIMED DEDUCTIONS - PART
DEBTS AND DEDUCTIONS CLAIMED
3
Allowabla d.bt. and d.ductlon. .ra d.t.r.ln.d .. followl!
A. You lag.lly ara r..pon.lbla far pay..nt, or tha a.tat. .ubJ.ct to ad.lnl.tratlon by a par.ona1 rapraaant.tlv. I. In.ufflclant
to pay the daductlbl. Ita...
a. You actually p.ld the dabt. aftar d.ath of tha d.c.dant and can furnl.h proof of pay..nt.
C. D.bt. b.lng clal.ad au.t b. Ita.lzed fully In Part S. If additional .pac. I. n.adad, u.. plain p.p.r 8 1/2- M II". Proof of
pay..nt .ay b. raqua.t.d by the PA Dapart.ant 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. TDDt (717) 77~-2252 (HEARING IMPAIRED ONLY)
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PlJIIPOSE OF
NOTlCEI
To fulfill the r.qulr..-nt. of S.atlon ZI40 of the Inherlt-nc. and E.t.t. T.x Act, Aot ZZ of 1"1. (71 P.I.
haUon Z140).
PAYttEHTI
DIItech the tap portion of thl. HatlCI ~ .ubIIlt Nlth your p.pent to the Regl.t.r of WIl.. printed an the
river.. .Ida.
-- Ha. chKk or IIOMY or.r p'111111 tal MOISTER Of WILLS, AGEHT.
AU p.penh rec.lved WU flut be IIPPlIed to MY Int.r..t .....Ich uy be dIM, .,lth .,y r..lnar ...Ued to the tlX.
AEF\JICD(CAh
A r.fW1d of a tax oredlt, Which .... not r.....ted an the tax r.turn, ..y be r.....ted by cOllPI.tlng en "AppllCIIUon
far R.fund of Penn.ylvanll Inherltancl and Eltat. T.... (REV-I'I)). ApplIcation. ar. .vallabla at the Offlc. of
the Regl.t.r of Will., InY of the ZJ R.v~ DI.trlot Offlc.. or by callIng the .peel.1 Z4-hour .,....rlng ..rvlc.
nuaber. far far.. ordering, In Penn.ylvanl. l-100-16Z.2050, out.ld. Penn'Ylvanla 8nd within local
Harrisburg .r.. (717) 717-1094, TOO' (717) 77Z.ZZSZ (He.rlng I~alrld Only).
OBJECTIONS. Any p.rty In Int.r..t not ..tl.fled Nlth thl ~r.I...-nt, allowanc. or dl..llo.,~a of dldUctlon. or .....seant
of tax (includlna dl.count or Int.r..t) .. ~ on thl. Hatlc. ..y object Nlthln .Ixty (60) d'1' of recllpt of
thh HotlCI bYI
--.,rltt., prot..t to thl PA o.p.rt-.nt of R.v~, Ia.rd of AppI.l., a.pt. ZlloZ1, Harrlaburg, PA 171ZI-10Z1, OR
"Ilectlna to h..... the ..ttar d.tarllMd at thai eudlt of thai ICCCM.l1t of thl pluDMI rapr....,t.Uv., OR
--appeal to thai Orphan.' Court
ADMIN.
ISTRATIYE
CDRMCTIOHS I
F.utu.l .rror. dl.cov.r.d on thl. ......lInt should be addr...ed In writing tal Pi aap.rt-.nt of R.vanua,
Bur.au of Indlvldu.l Tlx", ATTNI po.t A.....-.nt R.vl.w unIt, DEPT. Z106ol, lI.rrl.burg, PA 171ZI-0601
~ (717) 717-650S. S.. paa- I of the bookl.t "In.tructlon. for Inherltanc. ,.. R.turn for. R..ldant
Decadent" (REV-1501) far., .xplan.tlon of ad.lnl.tr.tl".ly correctable .rror.,
DISCOUfT I
If .,y tlX dIM I. p.ld within thr.. (I) c.I~'r .unth. .ft.r the d.cedent'. d..th, . fl". p.rcent (SX)
dlacount of the ta. p.id I. allavad.
INTEREST I
Intarllt .. charged beglMlna .,Ith flrtt dey of dlllnquanay, or nlM (9J aonth. 8nd OM (I) day
frOl tM d.t. of d.ath, to u. dIIt. of p.y....t. f.... Whldt bac... d.lInquent bafore Januery I, 191Z
baer Intara.t at thl rat. of elx ('X) parcent par annua c.lcul.ted at . dally r.t. of .000164.
All tax.e which bIceaa d.llnquent on or .ft.r January 1, 19az will beer Intar..t .t . r.t. which will v.rr froe
c.landllr yaer to ,..landar y..r with that rat. WIl"IOUnCId by the PA D~art....t of R.vWIUI. ThI a,ppllcabl.
Int.r..t r.t.. for 191Z through 1995 .ra.
'lW Inta,..t A.t. 0.11'11' Inta,..t Fectar 'lW Intar..t A.t. D.llv Int.,..t ;lMltq~
1912 ZDX .000541 1917 9X .000247
"U 16% .000411 19".1991 IIX ,OODSGl
".. IIX .000301 199. 9X ,OOU'7
19as UX .OODSH 199'.1994 n .00019Z
"16 lOX .00027. 1995 9X .00az47
--Intlre.t I. calcul.tld .. fallow"
IItTEIlEIIT . BALANCE OF TAll UNPAIO X HUKBER OF OAYS OELINqUENT X OAILY INTEREST FACTOR
-.Anr Notlcl I.auad .ft.r the taw bacoae. d'llnquent will r.flact an Int.r..t c.lcul.tlon to flftaan (IS) day.
beyond th. data of the .....a.ant. If p.~t I. aadI .ft.r the Int.r..t cOIPUtatlon d.t. ~ on thl
Notlc.. additional Int.r..t lU.t b. calcul.ted,
.
.j 'P_. ~..... ..'_ _. _.~ .
-- --- ----~...:...--.;.--- - -----, - -.-....-- - -- ~ - --- - -- - - - - - -- --- -- --.- - - - -- -- -- ---
- 'OIOHflf
D AA 082128 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARtMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVED FROM:
;11\111""'1'.'"
.
-; ...
',. ~
i
ACN
ASSESSMENT ~
CONTROL i;,I
NUMBER
AMOUNT
LOUISE M SANGER
'>'0 11 <::~~4
.'1'.....,'1
304 16TH STREET
NEW CUMBERLAND, PA 17070
ESTATE INfORMATION,
~ fiLE NUMBER
g el-199!5-0411
E1 NAME Of DECEDENT (LASTI
SCHEFFV ERT
II DATE Of PAYMENT
EI POSTMARK OA E
COUNTY
SSN 1ge-14-0939
(fiRST) 1M')
CU BERLAND
DATE Of DEATH
REMARKS
SEAL
1.
m TOTAL AMOUNT PAID
.94.99
CW
LOUISE M SANGER
CHECK" 1060
'I
RECEIVED BY /;' /J,,:' ' ,'" <J ^ .' I .'
, SIG U, J
I I :~ 1', (/j ,. )
MARY C. LEWIS -^..,.
REGISTER OF WILLS ;.~/ If.
REGISTER OF WILLS
...'
.~
-------------------------------------
,
:
-~
.
--~_--:-;-""--""'_H _"';-11. L ~..-
1
I
"
/
eo v-
v"
R!V-l!48 !X AFP (12-951*
C~ALTH OF PfNNSYlVANIA
Dt:PARTHENT OF A[VOlJE
BUREAU OF INDIVIDUAL TAkES
DEPf. tlOIDl
HARRISBURG, PA 1712.~a601
1:5 - .,C, ~ 3
HOT ICE OF IHHERITAHCE TAX
APPRAISEMENT. ALLOMAHCE OR OISALLOMAHCE
OF DEDUCTIONB l. AND ASSESSMENT OF TAX DN
JOINTLY nELD OR TRUST ASSETS
DATE 03-11-96
ESTATE OF SCHEFFY
BERTHA
E DATE OF DEATH 01-06-95
COUNTY
CUMBERLAND
FILE NO, 21 95-0411
S.S/D.C. NO. 192-14-0939
LOUISE M SANGER
304 16TH ST
NEW CUMBERLAND PA 17070
ACN
95112224
REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
AMount R..1tt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
RiEfv:isiii-iiC-AFji-riif:9S'------------------------------------------------------------------------------------
NOTICE OF INH!RITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-11-96
ESTATE OF SCHEFFY
BERTHA
E DATE OF DEATH 01-06-95
CDUNTY CUMBERLAND
ACN
95112224
FILE ND. 21 95-0411
TAX RETURN WAS.
S.S/D.C. NO. 192-14-0939
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BK & TR CO
ACCOUNT NO.
4912721263
TYPE OF ACCOUNT. (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 12-07-B2
Account Bahnc"
P"rcant Taxabl" X
Amount Subj"ct to Tax
D"bts and Deductions
Taxabl" Amount
Tax Rote X
Tax Due
3.166.46
0,500
1.583,23
,00
1,583.23
,06
94.99
TAX CREDITS:
PAYHENT
DATE
09-11-95
RECEIPT
NUMBER
AA082128
DISCOUNT (+)
INTEREST (-)
.00
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBHIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYHENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR HONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
94.99
94,99
.00
,DO
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE IS LESS THAN t1. NO PAY"ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU "AY BE DUE A REFUND,
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS, I
,(')
PURPOSE OF
NOTJCEI
To fulfll1 tI'M r..-IrMenh 0' Section U41 of thl Im.dt~ WId Eltate Tu Aot, Aot zz a' 1"1. (72 P.I.
Sectlon 2141).
PAvttEHT I
Detach UM top portion of thh Notice IInd IUbIIIt with your pnunt to the Rlghtlr of WI118 printed on the
rlvlrl' Ilde.
_.. "_a chICk or ltOMy ordar payeble tOI AEGISTDI OF WILLS, ACOn.
All payunh rec.lvMt shall flrlt b. .,ll" to M7 Inter'lt which .IY be due, with anw r...lnder applled to the tu.
RUUHD etA) r
. nfund of a hll crMtIt, which w.. not r.quII,tH on tN h. rltum, a.y be r8qUII.t.d by co.,letlna IIf1 "AppllcaUon
for Aefund of Penn.wlvenla Inherltancl end E,tat. Tax" (AEV-1515). application. ar. avallebl. at the Qfflc. of
the Aegllt.r of Will., eny of the 25 R.venul DI.trlat Dfflc.. or by c.lllng the .peelll 24-hour enswarlna 'Irvlcl
nueber. for for.. orderlngl In Penn.ylvanll 1-100-16Z.Z150, out. Ida penn.ylvanla end within local
H.rrl~rg arl' (117) 781"8094, TPD' el17) 77Z-ZZSZ eW..rlng 1.,.lrld Only).
OIJECTlOHSI Any p.rty In Int.r..t not "thUMt with the ~rallMlnt, allowance 01'" dl..llowllnc. of d.wcUon. or ........"t
of tall elncludlng dl.count 01'" Int.r..t) .. .hown on thl. Notlcl ..y object within .11Ity (60) day. 0' rec.lpt of
this Notlc. bYI
--written prot..t to the PA Dlp.rtaant 0' R.venue, lo.rd of App..II, O.pt. ZI1DZ1, Harrl,burg, PA 171ZI-1DZI, OR
--"Ictlna to have the aatt'r det.r.lned at thl Mldlt of the account of the perlonal npra.antIUvI, OR
--appaa1 to the Orphan.' Court
ADMIN-
ISTA'TlVE
CORRECTIONS I
Feetu.1 Irror. dl.covlrld on thl. ........"t should be addra..ed In writing tal P' DIPartaent 0' Rlvanua,
aur.au 0' Indlvldull T...., ATTNI Po.t ......-.nt Alvllw unit, DEPT. ZID601, H.rrl.burg, PA 171ZI-0601
Phone (717) 787-6505. S.. p.g. 5 of thl book lit "In.tructlon. 'or Inherltanc. Tall R.turn for. A..ldent
DaCldent.. eREV-1501) for en Ixplanatlon of edalnl.tr.tlv.ly correotabl. 11"'1"'01"".
DISCOUNT I
If any ta. dUe I. paid withIn thr.. e5J cII.nd.r .onth. aft.r the ~.dant'. death, a flv. p.rcant e5~)
di.count of the ta. paid I. allowed,
INTERf:STI
Intlr..t I. ch.rged belllmlng with flr.t dlY of dellnqu.wy, or nine (9) .onth. and one (1) day
froa the data of d..th, to the dati of paya.nt. T.... whIch bee... dlllnquent bafore Januarw I, 1,8Z
bl.r Int.r..t at the rat. of II. e6~J p.rcent par ~ calculated at . dally rat. 0' ,000164.
All tax.. which bee... d.llnquent on or aft.r January 1, l'IZ wl11 blar Int.r..t .t . rate whIch will v.ry froe
c.landar w.ar to cal.nd.r YI.r wIth that rata announced by the P' napart.."t of RIVenul, The appllcabla
Int.r..t rat.. for I,IZ thrOUGh 1'96 '1"'"
'tur Int.r..t Rat. D_ll" Int.r..t Faetor IIIr [nhr..t Rat. Dall" tnhr..t Fector
191Z ZOX ,00054_ 1917 'X .00DZ47
1915 "X .000ltSl 1.....1991 llX .0005D!
1'14 llX ,000501 .... .X .000247
1915 ISX ,000356 l'n~l9M n .000192
"86 lOX .000274 1995i-1996 'X .000Z47
-~Intar..t It c.lcul.tltd .. followll
IItTEREST a BALANCE OF TAX UlfPUD X NVnBER OF DAYS DELINQUENT X DAILY IHTEREllT FACTOR
__Any Hotlc. luuad aftar the tall baeo... d.lInquent will raflect en Inhrlst calculation to flft.., US) dan
b.yond thl data of the ........"t. If pay.ant II .-de e,t.r the Int.rl.t coaputatlon dati ahown on thl
Hotlce, addltlon.l Int.r..t au.t be calculated.