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Home My WebLink About95-00442 J .CI). , .... .: D 0 '~., .... VI Z' ~ -,.. --. .-'.. _. -, ~~ , -- - - --- ..-------- -- -.- --- -- .-. -- .._-- - ---.- - -.-.- --- ----- ----------_..-:. D AA 047855 COMMONWEALTH OF PENNSYLVANIA NO. DePARTMeNT OP ReveNue OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '-* '1V-1I""r',"! RECEIVED FROM, i ACN ASSESSMENT ., CONTROL ~ NUMBER AMOUNT NANCY E BLUST ";)lll!lbl .130.46 4324 VALLEY ROAD ENOLA PA 170e~ 'OIOHllf ESTATE INFORMATION, I!:t FILE NUMBER U 21-199:5-0442 I!:t NAME OF DECEDENT (lAST) ~ ELLIOTT JANET C II DATE OF PAYMENT II POSTMARK DATE COUNTY SSN 202-36-9866 (FIRSTI (Mil CUMBERLAND DATE OF DEATH REMARKS NANCY E BLUST m TOTAL AMOUNT PAID $130.46 SEAL CHECK II 4:56 RECEIVED BY REGISTER OF WILLS MARY C. LEWI REGISTER OF WILLS w - - - --- ---~----------- --- --;- ~- -- --.-.- --- -- - --- --- _._ --------r--:-- ~. '. --' --~ ... - --~..... ~;- - -;---~-----... ., '. - -, ....... ..... '. . - D AA 047853 COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OP REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX IrV-1I'2111'.'41 . ;~ ): .... j RECEIVED FROM, i ACN ASSESSMENT ., CONTROL ~ NUMBER AMOUNT BARBARA E SHOLLY '1"11~lb2 "l~U."'b 1~ KIM ACRES DRIVE MECHANIC6BURG PA 1705:5 'OIPHU' ESTATE INFORMATION, I!:t filE NUMBER U 21-1995-0442 1:'1 NAME OF DECEDENT (LAST) ~ ELLIOTT JANET C II DATE OF PAYMENT II POSTMARK E COUNTY SSN 202-36-9866 (fiRST) (Mil CUMBERLAND DATE OF DEATH REGISTER OF WILLS m TOTAL AMOUNT PAID $130.46 ..",,,, ~lJJJ1"(!.~ MARY C. LEW REGISTER OF WILLS REMARKS BARBARA E SHOLLY SEAL CHECI<II 7826 _.;--.-:--.------ --.-.~- -.--- --.- -,-,--- -:-- ~ - -.- -- _.- -- - -- --,----;:;--.-;--:--:--:-- -.- ., . "'1', .. .,', . " .. . " "" .~ , I , .. . --. . r-'" -, . 7-~-'-.~-.--'" _---. 1..... 't<EV-1543 EX AFP .18-94) '*' coHtOfWEAlnt Of PENNSYlVANIA . DEPlRTHEHT Of REVlNUE BUREAU Of INDIVIDUAL ,aXES DEPr. zaD6DI IIARRlSIURG, PI 11UI-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE ND. 21-15 _0'1<1.2- 95109567 03-23-95 Iii 1:1 .; ESTATE OF JANET C ELLIOTT 5.5. NO. 202-36-9866 DATE OF DEATH 01-06-95 COUNTY CUMBERLAND TYPE OF ACCDUNT ~ SAVINGS CHECKING TRUST CERTIFICATE RE"IT PAV"ENT AND FDR"S TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 I ~ -, L.i\ CUI' BARBARA ESHDLL V 15 KIM ACRES DR MECHANICSBURG PA 17055 FIRST FEDERAL SAVINGS ha. provided thl Dlpart.ent with thl Infonation llltad balow which h.. b..n u.ed In calculating the potential t.. dUI. Their racord. Indlcat. that at thl d..th of thl abOve daud..,t, you ..ar. a Joint owner/beneficiary of this account. If you ,..1 thl. Infor..Uon II lncornct, p..... obtain written cornctton fr08 thl financial In.tltution, .ttach . copy to this fora IM'ld r.turn it to thl abOva .dd,..... Thl. account is hubl_ In accordanu with thl Inharltenca 'a. lew. of thl Co..",....lth of PannIYIVMla. Que.tion. ..y ba Dn.Wllrad by calling (717) 787.8SZ7. COMPLETE PART 1 IU:.LUW _ . . :JI:.~ RI::.VERSc. SID a rufi FILING ,;tin F;....,-1EHT Ir:::;TnUCTXaN:J Account No. 0157145115 Dot. 08-14-81 eabbllah.d Account B.lanc. P.rc.nt T.x.bl. AMount Subj.ct to T.x R.t. Pot.nti.l T.x Du. 26,344.55 16.667 4,390.85 .06 263.45 TAXPAYER RESPONSE FAlLURIL TO RESPOND WILL RESULT IN AN DFFICIALTAX ASSESSNENT BASED ON THIS NOnC! To Insur. prop.r cr.dlt to your acco~t, two (2) copl.. of this notlc. INst IICCOIlP8f1Y your pey..nt to the Register of Wllh. Ho. check peyebl. tal "Register af Will., Ag.nt" , )( )( HOTEl If lelC Plly...,t. er. ..de within thr.e IS) .anth. of the decedent.. dete of deeth, yau .ey deduct. 5% discount of the tlllC due, Any InherltllnCe t8k dUe will beco.e delinquent nine (9) .onth. efter the dete of de.th, Tox PART [!] f [CHECK ] ONE BLOCK ONLY A, D The abOve Infore.tlan and telC due Is correct. 1. You ..y c.hoo.e to re.lt pey..nt ta the Register of Willa with two c.opl.. of this notlc. ta obhln II dl.count or avald Interest. or you .ey check bolC "A" IInd return this notice to the Regl.tar of Will. and an offlclel .......ent will be I,.ued by the PA Depertesnt of Revenue. 8. 0 The .bov. ....t h.. been or will be raported and talC paid with the P....".ylvllrtl. Inher1tllnc. TalC return to be filed by the decedent'. repr...nt.tlve. c. a The IIbov. Infor..Uon Is Incorrect and/or debt. rand d.ductlon. ..ere paid by you. You .u.t coeplete PART 0 and/or PART 0 below. OFFICIAl: USE ONLY 0 AAF', . PA DEPARTMENT OF REVENUE . If yau indic.t. e diff.rent tax r.t., pl.... .tat. your r.l.tion.hip to d.c.d.nt~ PART ~ TAX RETURN - CDHPUTATION LIttE 1. Dab E.hlblhhttd 2. Account Balanc. 3. Parcent Taxabla 4. A.ount Subjact to T.x S. Dabt. and D.duction. 6. A.ount T.xable 7. Tax Rat. 8. Tax Du. K ON JDINT/TRUST ACCOUNTS f-/.,t 1:1'L. .:n. . of'" -/-. .,..~- . /b. ",1,7 Y-.;:'~ 9(1 , S':.,. ,.- ._" I l'~-: 9 fi' / .~ :{ 4. is' 7 ,()'~ 77." DEBTS AND DEDUCTIONS PAD' 1 2. 3 4; 5 .6 7 8' CLAIMED TAX OF 1 2 3 4 5 6 7 8 K PART ~ DATE PAID I -,(. - 6- I ,- . .:t, ~. 1 :1) V. (hi r r r F..l J I . f +Tr:"~ r", /I r:UI r ~ DESCRIPTION fi.5:.J'./ ",aE/V IO;V.~ ,;:; , (1I"N~~~IJf! E'i II D JI F. ,_J,,'b t:15 ~.."J' /) L.... I L. ,', /I I TOTAL (Ent.r on Lln. 5 of T.x Co.put.tion) AMOUNT PAID :? -/\ 'Iv . '" '" /l <PO :)" 'A-t<. .~-'" PAYEE "'- , t'JIJE .C;r-: II.} €. . " l I ~ (lJ . .;, t1. ". Und.r p.n.ltl.. of p.rjury, I d.cl.r. th.t the f.ct. I have r.port.d .bov. .r. tru., corr.ct and co_l.t. to the b..t of .y knowledge and b.ll.f. HOME ("/)'/) "7(,(" ",'41111 (.~ /I;~ <1." ";IE;, -A-..' WDRK ( ) fr: I,IA'IIIII. <'FIe Filii If ~ " "lIp'JEI 'v GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHEHT with appllubl. lnt.r..t b.tH on Infot..t1on ,ubIIlttMl by the tI"encla. Institution. 2. tntwrlt.w:. tllC becOHI 1M1Inquent "InII ItOfttht aftar thl diced.,,", dlt. of d..th. 1. A Joint account I_ ,..abl, IV." though thl dlcadent', n... w.. added .. . ..tt.r of convenience. 4. Account. (Including tho'. held b.t...." hu.b~ end ..Itt) which the decadent put In Joint ".... within on. y..r prior to cMiath .r. fully talCab.a a. trent'.r.. 5. Acco~t. ..t"'ll~d JointlY between hUlbend and wlf. ~r. then ~ y..r prior to d.ath .r. not t........ 6. Account. held by . dec~t Mln trult forR nnothar or athar. .r. ,..abl, fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If 1M Infor.atlon and c..-putaUon In the noUn .r. cornet and d~tlon. .r. not baing clal..d. piau.... "X" In block ..,,, of P.t' 1 of the oor.xpaya,. A..pon.... tectlon. Sign two CoPla. end .ubalt t~ ..lth your cMck far t". -.GUnt a' tax to the R.gl.t.r 0' Will. 0' tha county lndlcat.d. 'ha PA Oaplrt.ent 0' R.venue ..Ill I..ue an o"lclll .......~t (Far. RtV-I541 EX) UPOn rlc.lpt a' the r.turn 'roa the R.gl't.r of Will.. z. ILDCJC I - If the ....t .peclll.d an thll notlc. h.. be.., or ..111 b. raported end tax p.ld ..lth the P.nnsvlv",l. Inheritanc. Tax R.turn '1 lid by the d.cedento. r.pr..entatlv., plac. In "X" In black "I" a' P.rt I of tha "Ta.p.yer R..pon.a" sactlon. Sian one copy.... r.turn to t". PA Depart...,t 0' R.VIlnUl, Iura'" of Incllvldu.1 ,...., Pept Z10601, tl.rrllburg, PA I7IZI.0601 In the anvalope provided. J. BLOCK C _ I' the notice In'or..tlan I. lncorr.ct andlor daductlon. ar. baing cl.la.d, check bloc~ "C" and coepl.t. P.rt, 2 and J according to the In.tructlon. b.lo... Sign two cOP I'. and sub.lt oha. with your chack 'or thl aeount 0' tax p.y.ol. to tha R.,I.t.r of Will. 0' thl county Indicated. 'ha PA O.p.rt-.nt 0' R.venue ..Ill I.sua en of,lcl.. .....saant IFor. NEV.I54. EX) ~ r.c.lpt 0' thl raturn 'roe thl R.,lIt.r 0' Willi. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Ent.r the data the account orlglnally .... a.tabllsh.d or titled In the aann.r axl.tlng at d.ta of d..th. HDTEr Far. dlCed."t dying aft.r 12112112, ACCOWlh which the d.c.dant put In Joint n.... within on. II J yur 0' d..th ar. taxabl. fully.. tran.f.r'. Howevar, th.ra I. en a.clu.lon not to ..c.ad 'J,OOO p.r tran.f.r.a r.g.rdl... 0' the vII us 0' thl HCount or the nuabar 0' acCOlM1t. h.ld. If . double ..t.rlsk (..) appe.r. b"ora your 'Ir.t n... In tha addr... portion 0' thl. not Ie., tha 'J,OOO .xclu.lon 11r.ady hi' bean deducted 'roe Iha account ballnea .. raported by the 'Inencl.1 In.tltutlon. Z. Entlt thl tot. 1 bllenc:. 0' tha acClMWlt InchJdlng Int.nst acct\.ed to the dlt. 0' duth. J. Tha parcant 0' tha account thlt I_ ta.abl. for .ach lurvlvor I. dataralned .. 'olio..., A. The parc~t taxobla for Joint a..at. e.tobll.hld aora than ona ya.r prior to tha dacadent., d..th, DIVIDED ay TOTAL NUHBER Of' JOINT OWNERS Ex.-pl., A Joint ....t raal.tarad OIVIDE:D av TOTAL HUttBfR Of' X SURYIVIHC JOINT OWHERS In the ny. 0' t". decadent and two othar 100 . PERCENT TAXABLE par.on.. I DIVIDED av J (JOINT OWNERS) DIVIDED IV Z (SURVIVORS) . .161 X 100 16.1% (TAXAaLE fDA EACH SURVIVOR) I. The p.rcent ta.lble for a..at. cr..t.d within one y.ar 0' the dacadant'. d.ath or account. oMnld by the d.c.dant but h.ld In tru.t 'or MOther IndlvlduaH.J (tru.t baneflelarlll) I I DIVIDED av TOTAL NUttBER OF SURVIVING JOINT OWNERS DR TRUST BEHEFICIARIES X 100 . PERCENT TAXABLE Ekaaplal Joint account r.alltarad In tha naaa 0' the d.c.dent and two oth.r p.r.on. and ..tlbll'had within ana ya.r of da.th by tha d.c.dent. ~ 1 DIVIDED BY Z UtINIVORS) . .50 X IDD . 50% ITAIlAILE FOR EACtl SURVIVOR) 4. ThI a.aunt subJact to tftX (Iln. 4J I. d.taralned by aultlplylng the account balanc. Clln. Z) by the parcent takabl. (Iln. 3J. 5. Ent.r the total 0' the dabt. and d.ductlon. II.t.d In P.rt 3. 6. The.-owtt tuabla Ulne 6J II detaralned b~ .Ubtractlng the dabh end d.duCtlon. 1l1ne 5) froa the IhfOUMt subJact 10 tax (llna 4). 1. Ent.r the approprlat. tek rata (1In. 1) .. dat.r.lned below. A. for d.ta. 0' d..th occurring .'tar 6/30/94, Iha tax rata. for transf.r. to .pousa. ar. .. follow.s I. Data. 0' d..th on or aft.r 1/1/94 and b,'or. 1/1/96 tha rata I. 3%. Z. Data. 0' d..th on or a,tar 1/1/96 and b.'ora 1/1/91 thl r.ta I. Z%. 3. D.t.. 0' d.ath on or aft.r 1/1/97 and b.'or. 1/1/98 the r.ta I. 1%. 4. D.ta. 0' da.th on or .ftar 1/1198 tran,'ar. to .pou.e. ..Ill ba .....t 'ro. take Not., Far dat.. of da.th prior to 1/1/94 tren,'.r. to spou... ara takabl. at 6%. a. Tr....'.n to Ilne.1 d.,cand-.h Including father, aother, son, deught.ro grandchildren, Ion. In-I..., ~tar-In-I..., .t~lld and their I..ue ara ta..ola at .Ix parcent (6X). C. Tran,'.r, to .11 other. Including brother, II.tar, uncia, aunt, nephew and nl.ca ora t..abl. at 'I,t.en percent (15%). D. I' you ch~ thl taM rata, plaa.a lpecl'y your r.latlon.hlp tD the decadent In tha .r.. pravldad. I. The aaount 0' t.. due Cline .) I. dat.r.lned by aultlplylng thl aaount ta.abl. (line 6) by the tax rata (line 1). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIDNS CLAIMED Allowabl. dabt. and deduction. .ra datar.IRId a. 'ollow" A. You leg.lly ara ra.pon.lbla 'or payaent, or the ..t.ta subject to .a.lnt.tratlon by . par.on.1 repr.sentatlv. I, In,u"lclent to pay the d.ouctlbla It.... a. You actu.lly paid the debt. a"ar d.ath 0' the decadent and cen 'urn Ish proa' 0' P'YHftt. C. Debt. baing clal.-d au.t be It..l,ad 'ull, In Part 3. I' additional .pec. 1. neeLad, us. pllln peper 1 I/l" x 11". proa' 0' pav-ant uy be reque.tad by the PA Depart...t 0' R.vsnua. 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) I .--......._-~.._. ,-.-- -".... . #.; " ; 1 ~ c . .. " / \ \ . ;; <'f) t ~ q ~ lU ~ ~ \!J ~ . , I , . , ,,,, \ ! I i :-. . 0. t , . , }, 'i '.,J f ~ .~..' t : ~ ~. . , . 'P;" '0\ ~ I r; " I I \ 1 A. j I , -..- , , I ~ ...\ \0) i...... .;) !~" ~ t"l . ~ , .~ ~ Q: I,~A~~ ) \I~ (J) "l1 I III Ill. " ! \\!.~ ''1:~tIl '~'1:~ \'1: ... I "" ~~ . "...~ '. ~~':t. lno..~l::J f ':' '", III .<\ " - ; ~ .... ':: r. j' ',\ . > 'J :', ~ If, {.. > " ... . ~ , . 'It. "'t r. r ",.1 "1":' ~. . .", .-- . ,'. . ~ ". At. '-. ". '. . ',f"- .~1. '\ . I I ... . , ... . . , " .1..__' , .., -...~<. -~_...~~ "7::~ r~ - _.J t...- }. '. REV-~~3 EX AFP (8-94)_ CD""OHWUlllt OF PENNSYLVANIA OEPARTHEHT OF AEVOAJE aURUU Of IHDIVIDUAl TAXES DEPT. Z80601 UARRISIUAG, PA t7IU-D6DI INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ND. 21 ACN 95109568 DATE 03-23-95 TVPE OF ACCOUNT ~ SAVlIlCS CHECKINC TRUST CERTIFICATE RENIT PAVNENT AND FDRNS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ;1,\: ESTATE OF JANET C ELLIOTT 5.5. NO. 202-36-9866 DATE OF DEATH 01-06-95 COUNTY CUMBERLAND . 1.1 ,,;., 'I (. Gl'l NANCY E BLUST 4324 VALLEY RD ENOLA ';\ PA 17025 FIRST FEDERAL SAVINGS h.. provIded the Dspert.ent with the Infar..Uan 1 hted below which hils been u..d In ulculatlna the pot.ntllll lllx dUll. Their racords Indlcst. thllt lit the d..th of the above decedent, you ..lIr. II Joint owner/beneflclllry of thl_ IIccaunt. If you f..l this tnlor..Uon is Incor,.act, pl.... obt.ln wdUan corrllction fro_ the flnancl.1 In.tltutlon, .ttach . copy to thh for. and return It to the .bov. .ddr.... Thl, account 1. ta.able In IIccordanca with the Inheritance ta. la..a of the Co..onvealth of Pennsylvania. Qu..tlon. ..y ba an.~.r.d by calling (71/) 78/-a)Z7. COHPLETE PART 1 BELDW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIDNS Account No. 0157145115 D.t. 08-14-81 Eat-bU.had Account D.lane. Parcant Tax.la A.ount Subjact to Tax R.t. Potantial Tax Dua To In.ur. propar cr.dlt to your account. two (ZJ cop I.. of thl. notlca .ust .cco.pany your pay.."t to tha R.glst.r of w11l.. Haka ch.ck payabla tal "R.gl.t.r of will., Ag.nt". PART [!] FAILURe.: TO, RESPOND. WILL 26,344.55 16.667 4.390.85 .06 263.45 TAXPAYER RESPONSE RESULT INANDFFICIALTAXASSESSHEHT BASED ON THIS NDTICE x HOTEl If tax pay.."t. ar. ..d. ~Ithln thr.. el) aonth' of tha dec.d.nt'. data of d..th, you ,.y d.duct . 5X dl.count of the tax du.. Any Inh.rltanc. t.x due will b.CD.' d.llnquent nln. ,,) .onth. .ft.r the d.ta of d..th. T.. x [CHECK ] ONE BLOCK ONLY A. c=l Th. abov. Infar,atlon and tax due I. corr.ct. 1. You ,ay chao.' to r.alt pay.."t to the R.gI.tar of Will. ~Ith two copl.. of thl. notlc. to obtain . dl.count or avoid Int.ra.t. or you .ay chack box "A" and return this not Ie. to tha R.gI.tar of will. and an official ........nt will b. I..uad by the PA Dapart..nt 0' Ravanue. B. r:J Tha abava ....t ha. b.an or ~lll ba r.ported nnd tax pnld ~lth tha P.nn.ylvanla Inharltanc. Tnx raturn to be 'Ilad by tha decadant', rapr..antntlva. C. ~ The above Infor.aUon l~ncarraClt and/a~abh and deduction, ~ara pnld by you. You .u,t coaplata PART l!J end/or PART l!J bala~. If you indicat. . diffarant t.x r.t., pl.... .tata your r.lationahip to dac.dant, OFFICIAL USE ONLY 0 AAF! PA DEPARTMENT OF REVENUE PART ~ TAX RETURN - COMPUTATIDN DF LINE 1. D.t. Eat.bllahad 1 2. Account aalanca 2 3. Parcant Taxabla 3 4. Amount Subjact to Tax 4 5. Dabt. and Daduction. 5 6. AMount Tax.bla 6 7. Tax Rat. 7 X 8. Tax Dua 8 ON JOINT/TRUST ACCDUNTS /~;. _ I If -';..1/ -,; :~ /,... ,3 J.I "I. f,-/;. I I", I, t,.'/ 4.. ,-:;' '/(1. ~!; ,q Illl;: '/<( I ",:{~<4-"Y-',,/ . (,t-, ,iT/' 1"1 DEBTS AND DEDUCTIDNS PAD 1 2 3 j\ 5 6 7 8. CLAIMED TAX x PART [!J DATE PAID DESCRIPTION AMOUNT PAID PAYEE ~':-:' ..!l (J A-~ .f){) ", /lb'r/, ,q .'5{} I'.~: ( ....." 7A 'tl' _I I...,..) ct! J! ... /=")..'''/ 1J:;,r. 1('.. )/' /J J -' (..1' I / = /~ I ('J.! III ;-~": (. -' I I... ':,V (. I , - I .~JFI...~,/J(~F!; II, ,'-':; _ J ,". -, I"/) ~ I' '~rF -"Y': ~ (ilt.IIJ ;- Frl' .,;s _' AI:"'J.:' , Il)" / 1'11';'-; 't"J .l.nr/'Ilit=: TOTAL CEntar on LIna 5 of TaM Co_putation) . (, ~/b , -" :1 '/0") 'I c,- -. Und.r panalti.. of perjury, I declare th.t the facta I co~l.t. to the b..t of .y knowledge and bali.f. '),0 "Iii /' ,d, ,f. hay. reported aboya .ra true, correct and - / HOME ('II! ) /.,~.'~-/~'lr' If f /,?,~.- IWllK ( >'/- /hm;/I, ,.)1'1: EN/!, 11:3 . 'c IlJITI 1/'" Ilierlllr,eRE Etv/:c r I ,/, .:5 ~ GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN DFFICIAl TAM ASSESS"EHT with ~plh:abl. Inbu.1 bued on Infor..UDn Iubtlltted bV the fln....cl.. InlUtutlon. t. I~rlt.nc' '1M b.c~' delinquent "In. ~th' .ft,r thl dlcld.nt" dl'l of d.,th. S. Ii Joint ICCount I. 'IMllbl. Iven thoUGh thl dludant" "... ..I' added III . ..thr of convenlenc.. It. ACCOU'Itl (lndudlng tho" held b.twlen hUlbllnd and wUsI whim 1M dlcedent put In joint n._' within OMl y..r pdot to d..th .t. fully 'Iwabl. .1 tren,'.r" 5. Accounts ..tllblhhed Jointly b,''''1In hUsband end wlf. Ion thM on. Y"" pdor to d..th ar. not hlilltb". 6. Account. held by . d.c~.nt "In tru.t for" anathlr or other. .r. ,..IIbI. fully. REPORTING INSTRUCTIDNS - PART 1 - TAXPAYER RESPDNSE 1. alOCK Ii ~ If the Infor..tlon and co.,t.Uon In thl notlcl at' cornet end dldUctlon. .r. not beinG cl.l..d, pl.e. Ilf'I ..... In block "A" of P.tt 1 of ItM "T..p.,I" A..pon.... ..ctlon. Sign tNO cop I.. and .ubIIlt th.. ..ith your chack far the .-aunt of t.x to the A.gl.t.r of Will. of the county Indlc.t.d. 'h. PA n.p.rt.."t of Rev.nue ..111 I..u. an official .........,t IFor. REV'IS'" E)U UPOn racelpt of the r.turn frOll the A.gbtar of Will.. 2. BLOCK B . If the ....t ,p.clfl.d on thh naUU h.. b.en or ..Ill b. r.port.d end t.x p.id ..Uh the P.nn,vlvMla Inhedt.nc. T.. A.turn fll.d by the d.cedsnt'. npr..anteUv., phu an "X" In black ..,.. of Pllrt 1 of the "Ta.p.v.r R..pan.... ..ctlon. Sign on. copv end r.turn to the PA Dlpert.ent of A."anue, Bur." of Indt"ldual ,..... D.pt 2106Dl, H.rrhblJrg, PA 17121.0601 In the .n".lopa pro"lded. S. BLOCK C _ If thai notiea Inforastlon h Incornct and/or d.dUctlon' ar. b.lng el.I..d, ch.ck block "COO and caapl.t. Pert, Z .nd S .ceol"dln!J to the In.t!''lu~~tcn, b.lc'" Sian two copl., and .ub.dt th.. with your ch.ck for the II."".-t of t.. f1lyebla to t~ Aagbt... of Will. of tn. county IncUcatld. Th. PA Dlp.rhlMt of Ravenua ..Ul I..ua en offlcl.l ........"t If.,r. REV.IS4I EX) upon r.c.lpt of the r.turn froe the R.gl,t.r 0' Will.. TAX RETURN - PART Z - TAX COMPUTATION LINE I. Ent.r the data thl 'CClM"t odgln'Uv .... a,teblhhad or tltl.d In lh. .enn.r ulltlng .t d.tl of d.ath. NOTE, for. d.c.dant dvlng .ft.r 121121121 Accountl lolhlch the d.udlnt put In joint n.... ..Ilhln ana (1) y..r of d..th an t.nbl. fullY .. tran.h,... Ho...v.r, thlr' Is an I)(cluslon not to ..e.ed IS,ODO p.r tran.f.ra. r'lIardla.. of th. "alua of the .ccount or the ,...r of accounts held. If. doubl. a,tarllk 1..1 .pp..r. b.fora your first n_a In the .ddr..' portlon of thh notlca, tha IS,OOO a.ctuslon .Inacty hI' b.an daducted fro. the .ccount b.1Mea a, raported by the flnancl.l In.tltutlon. Z. Entar the tot.1 b.lancl of the account Including lnt.r..t accroad to tha d.t. of d.,th. S. The parcant of the acCCM'\t thet II t.xabl. for ..ch ,urvlvor 11 d.ter.lnad II fOUO"11 A. The p.rcent t.lIIabl. for joint ....ta uteblhhed 80r. then one y..r prior to the dec.dant'. d.,th' 1 DIVIDED IY TOTAL JUtBER OF JO I NT OWNERS [x.-pl.' A Joint ....t r'1I1.t.r.d DIVIDED BY TOTAL HUHIER Of X 100 PERctH' TAXAlLE SURVIVING JOINT OWNERS In tha n... of the d.cadent IIf\d t..o other p.r.on.. I DIVIDED IV S (JOINT OWNERS) DIVIDED IV 2 (SURVIVORS) - .161 X laD . 16.n( (TAXAllE fOR EACH SURVIVORI I. The p.rc.nt tllnbl. for ....t. cr.,tad ..lthln ona y..r of th. d.cadent'. d..th or IlCcD\W1t.ownad by the d.c.d.nt but h.ld In tru.t for anoth.r Indlvldu'Us) (tru.t b.....flcllld..)' I DIVIDED BY TOTAL HUHBER Of SURVIVING JOINT oWNERS OR TRUST IENEFICIARIES X IDa . PERCEHT TAXAIlE E....l.' Joint .ccount rlghtarad In th. nan of the decad.nt end t..o o'h.r p.r.on. end ..tablhh.d ..Ithln ona Y.'" of d..th by the d.c.dant. I DIVIDED BY 2 ISURVIVORS) . .50 X lOa . sox ClAMABLE FOR tACH SURVIVOR) ". Th. HOUtt ,ubJ.ct to ta. Uln. U I, d.hr.lned by .ultlplylng the accCM'\t b.lanc' (lln. ZI by the pareant t,..bl. IlIne 31. 5. Ent.r thl total of th. dabt. IInd dadUctlon. IlItad In Part S. 6. The MMN'lt t,lIIabl. Ulne 61 h d.ter.ln.d by ,ubtractlng th. d.bts and d.ductlon. Clln. 5) fro. the aRunt ,ubj.ct to tal( (lIna 41. 7. Ent.r th. approprlat. t.x r.ta (1In. 7) a. d.t.raln.d b.lo... A. For d.ta. of d..th occurring .ftar 6130190\. tha tax rat., for trlln."'" to ,pou,.' IIr' .. follo..'1 I. Dat.. of d..th on or .ft.r 111/94 and b.for. 1/1/96 the rllt. I. S~. Z. o.t.. of d.ath on or .ft.r 1/1/96 and b.for. 1/1/97 the r.t. I. ZX. S. Dat.. of d..th on or aftar 1/1/97 and b.for' 1/1/91 the rllt. I. IX. 4. Oat.. of death on or IIfhr 111/98 trllR.f.,.. to 'POU'" ..Ill b. 'lIIa~t fro' t.lC. Not" For dat.. of d..th prior to 7/1/94 tran.f.r. to ,pou.a. IIr. t,lIIabl. .t 6X. I. Tran,f.r. to lIn'll ducandant. Includlnll ,.thar, .oth.r, .on, daught.r, grandchildren, .on.ln-l.... daught.r-In.1Ml, stepchild and thailr I..UI er. t,.abl. at .t. parcent U1U. C. Tran,f.,.. to all othara Including broth.r, .ht.r, unci., eunt, n.ph'" and nl.c. .r. t,.abl. at flft.an p.rcant US:U. D. If you ctlanP the t,. rat., pl.... .p.cIfY your nl.tlon.hlp to the d.c,d."t In the .,... provided. 8. TM IIIO'oWlt of t.lC due Illna II) It d.t.raIMII by IlUltlptylno thl aaount taubl. Illn. 6) by the tax rete Ulna 71. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AIlowabl. debt. Ihd d.ductlon' .ra dataraln.d .. folio.." A. You llplly an re,ponllbl. for p.y.ant, or the ..tat. lubj.ct to adalnlstratlon by . p.rson.1 r.pr..ent,tlv. Is In.ufflclent to p.y thl! daductlbl. U.... B. You actUIIllY plld the dabt. .ft.r d..th of Uti d.c.dent and can furnish proof of p.y.....t. C. Dabt. b.lno ct,IMd ..,t ba It_bad fullY In Part S. If edctltlanal .pllC. h need.d, u.. plein papar a 1/Z" lC U". Proof of p.pant ..v be raquaat.d b., the PA D.p"t.."t of R.venue. TAXPAYER ASSISTANCE IF yOU NEED FURTHER INFORMATION DR ASSISTANCE, CONTACT ANY REGISTER OF WILLS., PA DEPARTMENT OF REVENUE DISTRICT OFFICE DR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-03Z7. TDDI (717) 77Z-Z252 (HEARING IMPAIRED ONLY) \ , i I } , I j ~ 1t ~ ~ .~ ~.. I 10 J ~ ~ 1~~~ '~ Y" ""- ~. t~~ ~~~' ~ ~.~, F~~ , ,-":t., "'.:1 - "',1. '.; H'~ :".,:_ . /'" "j,. -,.,c ,. t..~\ - .t, . , '1' " " "0 ;. i'} · .. '- - ~.... jt: "~ 'I),: "'.," 'j-, \ !.,-';'?:'>~ ~.~ ; f-~:~'.r-~-~ ,~'J~-- r . . j " ":'4 ~_.~~"''7~"",,:~.y'.!_-;;'--7~~f'i('''~'1':'~'"''~'~l't-!'''~'''''',,,"__:__K~_:'''.~''~~-~...~_~~<- i' -.'1 cw-' ~I ; !'\ t ;' . , . .. -/ .. ..>t- .~_..- -.... ..~_. ~,-......' r - ."..,..- t. -~1. -....~.- --..-."....~~'~--..,.,_....... , -.: - , . \ ~ 1 I > , J . REV-1S43'CA AFP, (8-94.1 * COPUlOHWEAllll OF PUIH~VlVANIA DEPARTHENT OF REVENUE BUREAU or IHDIVIDUAl TAXES . DEPl. :!I0tlOl HARRISBURG, PA l11Z800bOl INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 95112226 DATE 04-12-95 TVPE OF ACCOUNT ~ SAVINGS CHECKING TRUST CERTIFICATE REHIT PAYHENT AND FDRHS TO, REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE. PA 17013 R I. ESTATE OF JANET C ELLIOTT 5.5. NO. 202-36-9866 DATE OF DEATH 01-06-95 COUNTY CUMBERLAND 'q id:; 1 il :~ ,? NANCY E BLUST CI" 4324 VALLEY RD CUll, ENOLA ,'j \ PA 17025 DAUPHIN DEPOSIT OK & T hu provided the Oaparhant ..1Ih Ihe l"''''II_tlon 1 htad balow which ha. ba.n u..d In ulculaUng U,. potential taM due. Thalr racord. Indlcata that at the d..th of the above decadant, you war. a Joint owner/beneflclarv of thl. account. If you f..1 thl. Infor..tlon I, Incorract, pl.... obtaIn wrlttan carractlon frail lhe 'Inanclal In.tltutlon, attach II COpy to thl, for. and raturn It to the aboye .ddr.... Thle account I, taxable In occordonca with tha Inhlrltanca TOM low' of tha Ca.aonwoolth of Ponn.ylvanl.. Duoltlun. .ey ba an.wared by colling (717) 787.8527. COMPl.ETE rART 1 BEl.OW t: t: " flEE REVeRSe :lIDE rOR FILING Allll PAYMeNT I::::rIlUCTIOIIS Account No. 0030558883 Dat. establish.d 03-07-83 To Insura praplr credit to your account, two (2) cop lei of thil not lea IUlt occo~anY your peyaant to the Rlgl.tor of Will.. "ako chock payablo tal "Rlglltar of will., Agent". PART [!] 1.569.07 50.000 784.54 .06 47.07 TAXPAYER RESPONSE FAILURE TD RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NDTICE Account Balanc. Perc.nt Ta)Cabl. AMount Subject to Ta)C Rat. Pot.ntial Ta)C Du. " HOTEl If tax Ply.ont. ore .oda within thre. (J) .onthl of the dlcldlnt'. date of death, you .ay deouct a 5~ dllcount of tha taM due. Any Inhorltance tOM due will blco.. dollnquant nine (9) .onths after the dlt. of de.th. To' " . [CHECK ] ONE BLOCK ONLY A. 0 Th. obove Infor"atlon and taM due Is correct. 1. You aay choo.e to ra.it poy.ent to the Regllter of Willi with two cop I.. of thll notice to obtain a dllcount or avoid Intarast, or you ..y chock baM "A" and return thll notice to the Real.tor of Wllh and an official a"en..nt wUl bo hsuod by tho PA DIPartaont of Rovenue. II. 0 Th. above al..t hllll beon or will ba reported and talC paid with the Ponnsylvanla Inherltenca TalC raturn to bo filed by the dacadontOs roprasentatlve. C. 0 Tho above lnfor.atlon Is Incorrect and/or dllbll and daductlons wore peld bY you. You .Ult cooploto PART ~ andlor PART ~ bolow. If you indicat. a diff.rent taK rat., pl.... .tate your r.lation.hip to d.c.d.nt, OFFICIAL USE ONLY 0 AAF PADEPARTHENT OF REVENUE PART ~ TAX RETURN - COMPUTATION LINE 1. D.t. Establishad 2. Account aalance 3. Percent Ta)Cabla 4. AMount Subjact to Ta)C 5. Dabt. and Daduction. 6. AMount Taxabl. 7. Tax Rat. 8. TalC Du. JOINT/TRUST ACCOUNTS ()7 -e'I-','3 '1' 6-&' 7, 0'/ ) b-O,C>l1 '7'6+, !"r+ 7<;?'-f ..,-.;. o TAX ON PAD 1 2 3 4 5 6 7 8 CLAIMED OF 1 2 3 4 5 6 7 8 " " PART [!] DATE DEBTS AND DEDUCTIONS PAID PAYEE DESCRIPTION AMOUNT PAID . J I. .(l(l ,5/, .~- I ,..;- ,~- r. ~l I- n 1!;.r.F .J.l JI;.) I.,. I - "::(I} ..;, P' pr:'i 1 EM I'I'.IJ=-P :') _=,.(J I tl~~; TUTAl tEnter on Lin. 5 of Tax COMPutation) . Undar penalti.. of parjury, 1 declare that the facts I co~pl.t. to the ba.t of m~ knowl.dge and ball.f. l;) [,I /)("/- TAXPA~i~~' ~tbN1t'URE h,) ,.(.) {j v h.v. reported HOME ( \WRf( ( TELEPHONE above ar. true, corr.ct and ) '/,{-;J.- I~'I(' ) '11:1;.7 IlfilJ .';;,EF- NUMBER r,. ",hs- c,J v.;, 'I ,.::/ .y.:l1 DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with eppllcabh Int."..1 b...d on Infor..tlon lubeltlad by thl financial lo.Ututtan. Z. Inh.rUanca ta. baeD... delinquent nln8 aanthl "fh,. the dac., ant', data of d..th. ], . Joint account I, t...ble avan though the dlcedanl', n... w', added a. . ..tta,. of conventencl. ~. Account. (Including thO.. held batween husband Ilnd wlfa) whl~h the dacadant put In Jalnt n.... within ona Y.." prior to d.ath ar. fully ,...bl. .. tranlfa,.s. S. Account. ..tabllshed Jointly batw..n hUlbllnd find wlfa 80r. thAn on. yn,. prior to d..th era not tall.bla. 6. Account, held by . dacldant "In trust lor" anothl,. or ~th.r' ara t...bl. fullv. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If thl Infor..Uon and cOlPUbtlan In the notln ara cornct and dadUctlon, ara not being chl.ed, placa .... "X. In block "A" of Part I of the "faxp.yer A'.pon.... ..ctlon. SI~ two cop I.. .nd .ub.lt thae with your ch.ck for th. ..ount of t.. to th. R.gl,tar of Will. of th. county Indlc.tad. Thl PA D.p.rt.lnt of R.venu. will I..ue an o'flcl.1 ...........t (Fora REV.ISU EX) upon r.cllpt of thl rlturn fro. thl RIghtlr of WIU.. Z. BLOCK B . If th. ....t 'Plclflad on thl. notlc. h.. b..n or will bl r.port.d and tlx p.ld with ~ Penn.ylvanla Inharltancl Ta. Aaturn fllld by th. d.cad.nt.. r.pr...ntatlva, pl.cI .n "X" In block "B" of Part I 0' th. "'..paYlr R..pon.... .actlon. Sign on. copy end return to tha PA Daplrt..nt of RavenuI, Bur.au of Individual Ta.... Dapt Z10601. Il.rrhburll, PA 17121.0601 In tha .nv.lope provldld. 5. BLOCK C . If thl notlc. Infor..tlon I. Incorract and/or dldUctlon. .r. baing cl.llld, chick block "C" .nd co.pl.ta P.rt. Z and 5 .ccordlng to tha Inatru..tlnn. b..low. Sign two copl.. .nd .ub.1t tha. with your chack for the .eaunt of tax p.nbl. to the RIglstar of Wllh 0' the county Indlntad. The PA Dapart..nt of R.vanue will Is.UI an official ...........t (Fora REV.UU EXJ upon rac.lpt of thl raturn froe thl Raahhr of Wllh. TAX RETURN - PART 2 - TAX COMPUTATION LINE l. Enhr tha d.ta the .ccount originallY WII' utllblhh.d or tltl.d In tha eanner ..htlng .t date of daath. NOTEt For II dlc.dant dYing .,t.r IZ/IZ/IZt Account. whiCh the d.cld.nt put In Joint n.... within on. (IJ y..r of d..th .r. t...bl. fully.. tran.f.ra. Ilowevlr. th.r. I. .n ..clu.lon not to ..c..d 15,000 p.r tran.f.r.e r.aardla.. of tha v.lua of tha account or the nu.ber of account. hlld. If a double a.tarhk IxOl) appa.r. bafora your flr.t na.. In the addre.. portion of this notice, the 15,000 axcluslon alr.ady h.. blln dlductld Ira. thl account b.lanc. III r.porhd by the financial In.tltutlon. Z. Ent.r the total balanc. of the ICCOunt Including Int.r..t accru.d to the data of d'lth. 5. The p.rc.nt of the account that h h.abll for .ach .urvlvor II datar.lnld .. followl! A. Tha parclnt t...bl. far Joint ....t. e.tablhhed .ora than one yur prior to thl dlcedant's d..thl DIVIDED BY TOTAL NU"BER OF JOINT OWNERS EMa~lal A Joint ....t reglst.rad DIVIDED IV TOTAL NUHBER OF X 100 . PERCENT TAXABLE SURVIVING JOINT OWNERS In the na.. 01 the dacadant and two othar Plr.on.. I DIVIDED BY ;5 IJOINT OWNERS) DIVIDED BY Z CSURVIVORS) . .167 X 100 16.7% CTAXABLE rOR EACH SURVIVOR) a. Tha perc.nt ta.abl. for ....t. craat.d within one y.ar of the dlc.d.nt's de.th or .ccount. owned by thl d.cedant but h.ld In trust for anoth.r Indlvldu.tc.) (tru.t beneflelarla.1s I DIVIDED BY TOTAL NUHBER OF SURVIVINQ JOINT OWNERS OR TRUST BENEFICIARIES X too . PERCENT TAXABLE EM..plal Joint .ccount r.gl.t.red In tha na.. of tha dlcedlnt and two ather p'r.on. and a,tabllsh.d within ana ~eer of deeth by the d.cedlnt. I DIVIDED at Z (sURVIVORS) . .50 )( 100 . SU CTAXA8lE FOR EACH SURVIVOR) 4. The .eaunt .ubJICt to taM Uln. 4) II dahrlllnsd by .ultlplYlng thl account balance IUne ZJ by tha parcant te.atzle Ulna 3). 5. Enter the totel of the d.bt. and dlductlon. II.ted In Part 3. 6. Th. ..ount t.Mlbla (line 6) .. d.t.rlllned by .ubtr.ctlng the dlbts .nd d.dUctlon. IlIne SI froe thl a.ount 'ubJact to tSIC Cllnl 4). 7. Enter tha appropriate t.. rata (1lns 71 a. d.tlralned balow. A. For data. of daath occurring nfhr 6/30/94, the t.M rate. for tran,f.r. to .pou.a. are ft. follow.. 1. D.ta. of da.th on or aft.r 7/1/94 and be for. 1/1/96 tha ratl I. 5X. Z. D.t.. of da.th on or afbr 1/1/96 and b.for. 1/1/97 thl r.tl II 2;c. 3. D.t.. of da.th on or aftar 1/1/97 and b.for. 1/1/98 the r.t. I. l;c. 4. Date. 0' death on or aft.r 1/1/98 tran.f.r. to .pou... will b. eM..pt froe tlM. Not., For d.te. of da.th prior to 7/1/94 tran.f.ra to SpOU.I. ar. taMabl. at 6X. B. Tran.f.r. to 11n.al dl.c.ndant. Including fath.r, soth.r, .on, daughtar, grandchildren, son-Jn-Iaw, daughtlr-In-Iaw, .tapchlld and thalr I..u. are ta~.bla at .IM Plrc.nt (6X). C. Tr.n.f.r. to all oth.rs Including broth.r, .I.t.r, unci., aunt, naphaw and nl.c. .re ta.abl. at fJft.en p.rcent (15;c). D. If ~ou change the taM r.te, pi.... ,plclfy your ral.tlonShlp to tha d.cld.nt In the ar.. provldad. 8. Th. ..aunt of tSIC dua Ulne AJ II d.terelnad by IlUltlplYlng thl .~t taM.bl. (Unl 6J by the taM rata (Une 7J. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AllOWable d.bt. and daductlon. ara dateralnad a. follow'l A. You Ilg.lly are r..pon.lbl. far p.yeant, or thl a.t.ta .ubjlct 10 adeJnl.tr.tlon by . p.r.onal r.pr..ant.tlva I. In.ulllclant to pay tha deductlbl. It.... B. You .ctu.11Y paid the d.bts aft.r d..lh of thl dacad.nt and can furnish proof of p.y.ant. C. Dlbts beJng dal.ad eUlt bl It..lzed fully In Part 5. If addltlon.1 .p.c. I. nlld.d, u.a pt.ln pap.r A t/2" M 11". Proof of p.y..nt ..., ba raqua.tad by the PA Dlpart..nt of R.....nu.. 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. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) >'.---~+;_.~.'-- ...,,-._-'~._-"- -. ~.- -- --- .-....--..----, ., ; 1 I I , , , I 'J I , "- j "l J I I I I , , , , 'J I.., . . ~ : . (J :~~t . . ~;t , ~~~ ;J' " "" ~ ~. ~ "'l ~ ~' 80, ~cc "-~ 0.,: \ .-.--'" - .............., '..... . ,- . ""-.- , , " ~ ": ~~~ ... . ; .' " L'., ... \ j I., , :JJ~ " ",4.' t ~ -'" . , . .,: , /. - ",,;'" .\. 1 I '" ;~ , '.lU ,,., ., , , ;, ," ,', 'd . J.,1 , , ;> ., " 'n, -, ' .. ' 1 . f". . , '\1" , .. ' ~.' ,:: . ~ \ ,...." -f t_' ... ' J ,,,' ," . ! , ~" i~~ , " I \, . " . , " , .- -"-'""-~."." ---' -- --.- r- 1.':_~ . _ J 1 _--- 1 , I ' , ~I , '-)!. . , 4,2 ... t1JII. 1...:,i Cl , . -:, 0:: p~';J.;;.;'lC :)'. , i " " ,-i,: CO lJ.~j '.\1" en , i~ 'J')'Q:, .,t{t' ~ ", _~I :r ~'olr ijje :',,'~' "~:': ... , IcJII 't' ,: '."., . ;.;'lifO, ",.'..'1':":1.....'" '_"""'.- ""I; ,. ',_:,:-'- s'.".' -..u'I "',~,-- \'.....'...~;,...l.~~ ' ,_i;'~~; \ ',~' iIIt \"~,.'~, \ '.....~'! t.. '" i' I t..~, I .... b\ I ...., \ /.1 .. 1" . ; \'~ : .. I,'. .~c .r., i.. ",r ~ ItJf~ I ,,,, 't 1 ',: i~~ . ~ .,4J . . :E Q. ..... r-- .... Oi 0', -r:.. ,.~ o EO "<I' Pr ..~ ~ Z :::0, '~ ~1\ "l .- ,.. ..", ..", '.- .. ,pi '" ,- '- .. , III: III } .. .1h':I~,___ ~' , , '" ;11;',. .,.;"",.,'" ';~i',\::_ h"'I,'_ ~'- ,~'" .- ",: , i::I ~ ~j .:' '0 " .'~ I~'~ .., 'tp!f .. rj... ..,. I I . : ~I ...... - ....'..-.,-..... . ''\ ~ .', . . '.,\ ~ " > ..,r. . .. ....' I ~~-, '... .,; III .;:- '. ~,' iii J I ..I ... ~ / REV-1543 EX AFP 18-941 *' CD""OHWrAllll or III HH5Vl VAHIA . DEPAATMENT Of JUV[HU[ BUREAU Of INDIVIDUAL '''.[$ . DEPT. "10601 IlARAISIURG, PA 11U'a-ObOI NANCY E BLUST 4324 VALLEY RD ENOLA PA 17025 I,", J1' J' ,) - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE ND. 21~q!.-.l/~L 95112161 04-12-95 TYPE OF ACCOUNT ~ SAVINGS CHECKING TRUST CERTIFICATE REMIT PAYMENT AND FDRMS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 ESTATE OF JANET C ELLIOTT S.5. NO. 202-36-9866 DATE OF DEATH 01-06-95 COUNTY CUMBERLAND DAUPHIN DEPOSIT OK & T hel provided the Pepart..nt wlth the tnlor.atlon listed balow which hn heen u..d In calculating the potantlaa 'aM due. Thair records Indlce'. that at the d.ath of the above decadant. you ware II Joint owner/beneficiary of thl. account. If YOU f... thl, tnlar..tlon I, Incorract, pl."'. obtain written correction fro. the flnnnclal In.tllution. attnch II COpy to thl_ 'ora and raturn It to the above addr.... This account I. I..able In ftccardance with the Innerltance la. laws of the Coaaanwealth of Pennsylvania. Que.llons ._v be .n~wor.d by ,.111ng (71/) Iv; 6.~'. FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELDW . Account No. 8000152436 . . SEE REVERSE SIDE FOR Doto 06- 06-90 E.hbl1.h.d 10 in.ure proper credit to your ac,ount, two I l) caple. of this notice lIU.t accOllpsny your pav.ent to the RegS.ter of WSlll. Hake check payabl. tal "Ragl.t.r of Will., Avant". 13,045.35 16.667 2,174.27 .06 130.46 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NDTICE Account Balanca p.,.cant T.lC.abl. A.ount Subjact to Tax Rata Potantial Tax Dua K To. K PART ill HOTEl If ta. pay.anta ar. .-d. within three (5) eonths of the d.c.dlnt', data of d.ath, you .ay dlduct a 5~ dl.count of tha ta. dua. Any Inherltanc. ta. dua will bacoaa d.llnquant nlna (9) Months .ftar tha data of de.th. [CHECK ] ONE BLOCK ONLY A. {gJ Ihl abova InforaaUon and ta. due II corr.ct. 1. You .ay chao.. to r..lt plvaant to the Regl.ter of Wills with two copl.. of this notic. to obtain . discount ar avoid Intar.st, or YOU .av ch.ck bo. "A" and r.turn thl. notlc. to the Ragister of Will. and .n offlclal .u...~t will b. lssu.d bv the PA Dep.rt.ant of R.v.nu.. B. c:J Th. .bov. ....t has been or will ba reported and ta. paid with the pennsvlvanla Inherlt.nc. T.. return to be fllad by tha dlcedant.s repre.entatlve. C. 0 Th. abova infor.atton II Incorroct nnd/or dabts and deductions were paid by you. You aust coapla'e PART ~ and/or PART ~ bllow. If you indicate a differant tax rat., pl.... stata your r.lationship to dacadentl OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE ---pO . ct. PART ~ TAX RETURN - COMPUTATION LINE 1. oat. Establishad 2. Account Balanca 3. Pa,.cant Taxabla 4. A.aunt Subjact to TalC. 5. Dabt. and Daductions 6. A.aunt TalC.able 7. rax Rat. 8. Tax Dua TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 . 8 K PART @] DATE PAID PAYEE DEBTS AND DEDUCTIDNS PAD 1 2 3 4 5 6 7 8 CLAIMED ,', '- C' ~- . ~, \..., ~7~ '" T" " ,,' , . , :r.1 :n~ DESCRIPTION AMOUNT PAID ! I I I TOTAL CEnt.,. on Lin. 5 of Tax Conputation) . Und.,. panalti.. of p.,.jury, I d.clara th.t tha fact. I conpl.t. to the b..t of MY knowl.dg. and b.li.f. '1}t7l/Clj E.. 8L/!J-C TAXPAYER SIGNATURE hava report.d above .,.a tru., carr act HOME ('(/'/) 1.1,')-/,qJ/.O WORK ( ) TELEPHONE NUMBER ond fr A /'1." GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSt1ENT with eppllUbl. Int.rn' b..ad on Infor..tlon lubeU'ad bv thl financial Institution. Z. Inheritance t.. baca... delinquent nln. eonth. ft't.r thl dacedant's data 0' d..th. ], A Joint account I, t..abl. avan though the decldant" "ft.. wa. added a. . .attar of conv.nlanc.. 4. Account. Ilncludlng tho.. held batw..n hUlband and wlfal which the decadant put In Joint n.... within on. y..r prior to d..th ar. fullv t...bl_ .. tran.f.r.. S. Account. ..tabllahad jolntlv batwean husband and wife .or. than on. y..r prior to d..th .t. not t...bl.. b. Account. held by . decadant "In trult for" anather or athar. .r. taxabl_ fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK.. If the In'or..tlon and co.putallon In the notlc. ar. corr.ct end uaductlon. ar. not b.lng clal.ad, plac. en "X" In black "A" a' Part I of the "Ta.pay.r R..pon.a" ..ctlon. Sign two copla. .nd .ub.lt t~ with your chack for the ..uunt 0' t.. to the Ragl.t.r of Will. of the county Indlc.t.d. Th. PA D.part..nt of R.v.nu. will I..u. an o"lclal .......ent (Fora REV.IS41 EX) upon rac.lpt of the raturn fro. the R.gl.tar of Will., 2. alOCK a . If the ....t .p.clfl.d on thl. notlc. h.. b.an or will b. r.portad .nd t.. p.ld with the P.nn.ylv~l. Inh.rltanca T.. R.turn fll.d bv the d.c.d.nt'. r.pr..ant.tlv., plac' .n "X" In block "a" of P.rt I 0' tha "T..paVlr R..pon.." ..ctlan. Sign one copy and r.turn to the PA D.p.rt..nt of Ravanu., auraau 0' Indlvldu.1 ,...., Dapt :10601, Harrl.burg. PA 17121-0601 In thl .nv.lap. provldad. 5. BLOCX C . If the not Ie. In'or.atlon I. Incarract .nd/ar d.ductlan. ara b.lng clal'ld, chack block "e" and caapl.ta Parts 2 .nd 5 .ccordlng to tto. Instructions balow. Sign two copla. and subalt U.a. with v'",r chack for the ..",ount of ta. J'''vGbla to the Reghter a' will. af the county Indlc.t.d. Th. PA D.p.rtaent 0' Ravenu. will I..u. an offlcl.1 ........nt (For. REV-1541 EX) upon rac.lpt a' the r.turn fro. the R.gI.t.r 0' Will.. TAX RETURN - PART - TAX COMPUTATION 2 LINE I. [nt.r the d.t. thl .ccaunt arlgln'llY w.. ..tabll.h.d or tltlad In the .ann.r ..I.tlng at data of d..th. NOTE I Far. dac.dant dying .ftar 12/1Z/121 Account. which the dacad.nt put In Joint n.... within on. (1) vaar of d..th ara t..abl. 'ully .. tr.n.llrs. Itaw.var, there Is en a.clu.lan not to a.caad 11,000 per tran.f.ra. regardla.. a' tha valu. 0' the .ccount or the nu.bar 0' account. h.ld. I' . daubl. .sterlsk (MM) appe.r. ba'ar. vaur 'Irst na.. In the addre.. portion 0' thl. natlc., the '5,000 ..aluslan alr.edy ha. b..n d.ducted 'ro. the account balanc. a. r.portad bv the flnancl.1 Institution. Z, Entar tha total b.lenca af the account Including Intarlst accru.d to the d.ta 0' d.ath. 5. Th. parclnt of thl account that I. t...bl. 'or aach survivor I. dat.ralnad .. fallow'l A. Th. p.rcent t,k.bl. for Joint ....t. est.bli.had .or. than one y..r prior to the d8Cadant., da.thl DIVIDED BV TOTAL NUHBER OF JOINT OWNERS Ek.aplal A Joint a...t ragl.tar.d DIVIDED BV TOTAL NUHI(R OF X 100 . PERCENT TAXABLE SURVIVING JOINT OWNERS In tha na.. of the d'Cldent .nd two othlr p.r.ons. I DIVIDED BV 5 (JOINT OWNERS) DIVIDED BV Z (SURVIVORS) . .167 X loa . 16.7~ ITAXABLE FOR EACH SURVIVOR) B. Th. p.rc.nt t...bl. for ....t. cr.at.d within onl Ylar of the dlc.d.nt'. dl.th or .ccount. owned by thl d8C.dant but hald In tru.t for .nathlr Indlvldual(s) (trust b.nlflcllrla.)! I DIVIDED BY TOTAL NUHBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES X lOa . PERCENT TAMABLE Eka.plel Joint .ccount ragl.tlrld In thl n... 0' the d.eldlnt nnd two othlr par.on. and .,t.bllsh5d within ona Ylar 0' death by the dlcld'nt. I DIVIDED IV Z (SURVIVORS) . .sa )I 100 . SOl( (TAXABLE FOR EACtI SURVIVOR) 4. Th. .aount .ubJect to t'M (Ilnl 4) Is d.t.r.ln.d by .ultlplylng the account balanc. (II". II by the parclnt taM.bla (line 51. S. Entlr the total of tha dlbt. and dlductlan. list.d In P.rt 5. 6. Th. a.ount t.M.bla (1lna 6) I. d.tar.lned by .Ubtractlng the dlbts and d.ductlan. (1lna 5) froe the ..aunt subtlot to ta. (11nl 4). 7. ~~tlr the .pproprllte t.. ratl (11nl 1J a. olt.rained b_lnw. A. For d.t.s of de.th occurring .ftar 6/50/94, the t.. rat.. for tr.n.flr. to SPOU'I' are .. follow.1 I. D.tl. of dllth on or .fter 7/1/94 and before 1/1/96 thl rat. I. 5i(. l. Oat.. of dlath on or .fter 1/1/96 and b.for. 1/1/91 the r.ta I. Zi(. 5. D.t.. of da.th on ar aft.r 1/1/97 and b.fora 1/1/"1 the r.ta Is Ii(. 4. D.t.s of dl.th on or aftlr 1/1/98 trans,.r. to .pou..s will b. ,.Iapt fro. ta.. Notal For data. of dllth prior to 7/1/94 tran.f.r. to .pau... ara taklbla .t 6i(. B. Trans'er. to Iln.al da.clnd.nt. Including father. .oth.r, .on. daught.r, gr.ndchlldr.n, .on.ln-I.w, daughtar-In-Iaw, .t.pchlld .nd thalr ls.u. ar. ta.abl. at .1. p.rcent 16~). C. Tran.f.r. to all othar. Including brother, .i.ter, uncia, .unt, n.phlw and nl.c. ar. t...bl. .t fl,tl." percent IIS~I. D. If YOU ch.ngl the t.. rat., pi.... .paclfY vour r.latlonshlp to 'h' decld.nt In thl .ra. provldld. 8. Th. ..aunt of t.. due Uln. I) Is d.tar.ln.d bv IllUltlptylng the ..ount taMabl. Clln. 61 by the t.. rat. Ulna 71. CLAIMED DEDUCTIONS - PART DEBTS AND DEDUCTIONS CLAIMED 3 Allowabl. d.bt. .nd daductlon. ar. d.t.ralnad .s fallaw.1 A. You I.gally ar. r.spon.lbl. for pav..nt, or tha ..tat. .ubj.ct to a~lnl.tratlon bv . p.rsan.1 r.pre.."t.tlva I~ In.ufflclsnt to p.y tha dldu~tlbl. It.... B. You .ctually paid tha debt. aft.r d.ath of the decad.nt and c.n furnish proof 0' p'v'lnt. C. O.bt. b.lng clalaad aust ba Ita.lzed fully In Part 5. If additional .p.ca I. nlld.d, u.. pl.ln p,plr I Ill" . II". Proof 0' paV'lnt .av ba r.qu..tad bv thl PA Dlpart..nt of Revenu.. 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) REV-IS43 EX AFP (8-941 * COMMONWEAL HI or PENNSYlVANIA DEPART"ENT OF REVENUE BUREAU OF INDlvlnUAl IU[S . . DEPT. za0601 "ARRISaURG, PA I1U"0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21- ",', 'It{). 95112162 04-12-95 ESTATE OF JANET C ELLIOTT 5.5, NO. 202-36-9866 DATE OF DEATH 01-06-95 COUNTY CUMBERLAND TYPE OF ACCDUNT ~ SAVINGS CHECKING TRUST CERTIFICATE REHIT PAYHENT AND FDRHS TO I REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 BARBARA E SHOLLY 15 KIM ACRES DR MECHANIC5BURG PA 17055 DAUPHIN DEPOSIT 8te & T h.. prollldad the Depart..nt ..lth the Inlo,...\lon lI.t~ balow .-hleh hfl. ba.n u.ed In calculating Ih. patantlaa ta_ due. 'hl.r r.cordl Indlcat. Ihat at the d..th af Ih. abo"a dacadent, YOU ..ar. a Joint own.r/beneflcl.ry of thl1 account. If yoU '..1 thl. Intar..tlan I. Incorrlct, pl.... obtain ..,Alten corractlon frol the flnancla. Institution, .tt~ . copy to thl. 'or. and r.turn It to the abo..,. .dd'.... This account h tnlbl. In accordanc. wlth the InharltllnCl rIll L.... of tM c~.lth of P..",.yl",.nl.. QUI.tlon. .av ba .nlwlrad by c...lra (,.,) 7~7.A3Z7. COMPLETE PART 1 BELDW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIDNS Account No. B000152436 D.t. 06-06-90 EatabUshad Account ealanca 13.045.35 Percant TaMeble )( 16.667 AMount SUbjact to TaM 2,174.27 T.. R.t. X .06 Pot.nUal Tax Dua 130.46 PART TAXPAYER RESPONSE COI FAILURE TO RESPOMD WILL RESULT 1M AN OFFICIAL TAX ASSESSMENT BASED OM THIS NDTICE A. I'\A"'Th. above Infor.atlon and ta. dua h corract. q 1. You .ay choo.a to raalt pay.ant to tha Ragist.r of WII.. with two copl.. of this notice to obteln a discount or avoid Inter..t. or you .ay chick bo. "A" ana r.turn thl. not Ie. to tha Ragl.tar of Will. end an official a....~t will ba I..uad by tha PA Dapartaant of Ravenue. To In.ura propar cr.d.t to your lecount. two IZJ copiaa of thl. notica au.t accoaplnY your pay.ant to tha Rallhtar of WIU.. Haka chack payabla tal "Ragl.tar 0' wi. la, Agant". HOfEI If ta. pay.ant. ara aad8 within thr.. elJ eontha of tha dacadant'. data of d.ath, YOU ..y daduct . 5~ di.count of tha t.. dua. Any Inherltanc. ta. due will bacoa. dallnquant nlna e9J lonth. ."ar tha data 0' daath. [CHECK ] ONE BLOCK ONLY B. 0 Th. abo",. ....t hu h..n or will ba reporhd ftnd taM paid with tha Pannnlvanla Inherltanca Ta. raturn to ba fll.d by tha dacadan". rapra..ntatlva. C. 0 Th. abo",. InforlllaUon I~ncorract nnd/or debts and daductlon. wara paid by yOU. You au.t co.plata PART ~ 1ftlU_ PART 0 balow. If you indicate a diffarent tax rat., pl.... .t.ta your ralationship to dacadant, PART ~ TAX RETURN - COMPUTATIDN UHf 1. Uata EahblhhlllJ 2. Account Salanca 3. Parcant Taxable 4. AMount SUbjact to Tax 5. nabt. and Daduction. 6. AMount T.xabla 7. TaM Rat. 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS '~ ICI4.!; USE.DIJT/i 0 AAF PA'DEPARTHl:NT OFlG'RItVENUE '.. ,. I, OF 1 2 3 4 5 6 7 X 8 PART [!] DATE DEBTS AND DEDUCTIONS PAD 1 2 3 4 5 6 7 8 CLAIHED ~ .. .., K . D:J "'~ ~'; \,., (.j W\ ;':.;" .... PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL IEnter on Line 5 of T.x Conput.tion) Under penaltia. of parjury, I d.cla~. th.t the fact. I co~plate to the b.lt of ny knowladge and b.liaf. t! ' ~P~~~'E .-k"M"-""-/;:; I . have report.d .bove are trua, correct and HOME (7/ /' 1 7 t, t, -...;' ,/" 9 WORK ( 1 TELEPHONE NUMBER t"t,-y!c' DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"ENT with IIppllcnbla Int.r8.t baud on Infar.-aUon lub"Uted by thl tlnanclal InlUtutlon. Z. Inhlrlt."cl tu bleo... delinquent nln. lanthl alt.,. lhl dUldent". date of d..th. 1. A Joint account I. tlMabl. .van though the dlcadant'. nn.. 101.' ftddad a. II ..tta,. of canvlnlanca. ". Account. I IncludinG tho.. hald bat....n husband and wife) which the dacadant put In Joint na... wllhln ana Y.'" prior to d..th ara fully taMabl. a. tran.f.,... S. Account. ..tablllhad Jointly bat....., hUlband and wlf. lor. than ana Y.." prior to d..th ara not laMabla, 6. Account. hald by . dlcadant "In trult for" anoth.,. or othar. ara ,..abl. fully. REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE I. BLOCK A . I' the Infor..tlon and co.putatlon In the notlc. er. corr.ct end d.dUctlon. .re not b.lng clal.~, pl8Ce an "X" In block "A" 0' Part 1 of the "raMp.yer Re.pon.e" section. Sign two cop I.. and .ub.lt th.. with your check for the ..ount of t.M to the Regl.t.r 0' Will. of the county Indlc.t.d. rho PA D.p.rt..nt 0' Rev.nue will I..u. .n o'flcl.1 .....a.ent (For. REV-1541 EX) upon racelpt 0' the return fro. tha Regl.t.r 0' will.. Z. BLOCk a - I' the ....t .pacl,led on thl. notlc. ha. b.en or will be r.ported and tow paid with the P.nn.ylvanl. Inherltlnce TelC R.turn fll.d by the dec.dent'. r.pr...ntatlv., pl.ce en "k" In block "B" of P.rt I 0' the "TelCp.y.r R.spon.e" .ection. Sign on. copy .nd r.turn to the PA Dapart..nt 0' Ray.nua, Bura.u 0' Individual TaM.', Dept Z10601, .tarrlsburg, PA 17111-0601 In th. anv.lopa provided. 5. alOCK C - If tha not lea In'or..tlon ,. Incorract end/or daductlons er. baing clal.ad, chack block "C" .nd caapi at. Pert. Z and 5 according to the Instruction. b.low. Sign two caple. end sub.1t th.. with your ch.ck for the a.o,.",t 0' tu p.y.bl. to the Raglst.r uf will. of the county Indlcatad. Th. PA O.pert.ent of R.y.nua will I..u. an offlcaol ........nt (for. REY'1546 EX) upon r.c.lpt 0' the raturn fro. the R.gI.t.r of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Ent.r the data tho account orlglnelly wa. e.t.bll.h.d or tltl.d In the .enn.r a.l.tlng et d.t. 0' d..th. HOTEl For e dac.d.nt dying .ft.r Illll/all Account. which the d.c.d.nt put In joint n.... within on. CI) v..r 0' deeth .r. t..ebla fully a. tren.far.. Howey.r, thar. I. an aMclu.lon not to a.c.ad '5,000 par tren.f.r.e r.g.rdl... of the valua of tha account or tha nuebar of .ccount. hald. If a double ..terl.k CM.) app..r. b.'or. your flr.t ne.. In the eddr... portion of thl. not Ie., the 15,000 aMclu.lon alraady ha. boan deduet.d fro. the eccount balanca .. r.port.d by Ih. 'Inanclal In.tltutlon. Z. Entar tha total balanca of the eeeount Including Int.r..t .ccru.d to the data of deeth. 5. Tha parc.nt of the account th.t I. ta_.bla for .ach .urvlyor I. dater.lnad .. follow.' A. Tha parc.nt ta_ebla fo~ joint ....t. ..tabll.h.d .era than ona y.a~ prior 10 tha dacadant" d..thl I DIVIDED BY TOTAL HUHBER OF JOIHT OWNERS E_e.pl., A Joint ....t ragl.t.r.d DIVIDED BY TOTAL I<<JttBER OF X 100 . PERCENT TAXABLE SURVIVING JOINT OWNERS In tha na.a of tha dacadent end two othar p.r.on.. 1 DIVIDED BY 5 CJOINT OWKERSI DIVIDED BY Z (sURVIYORS) . .167 X loa . 16.7iC (TAXABLE FOR EACIt SURVIVOR) B. Tha p.rcant teM.bla for ....t. cr.atad within ana y..r of the decadant', d..th or account. owned by the d.c.d.nt but h.ld In tru.t for enoth.r Indlyldual(.) (tru.t ban.flclerl..)1 I DIYIDEO BY TOTAL HUHBER OF sURVIYING JOINT OWNERS OR TRUST IIENEFICIARIES X )00 . PERtENT TAXABLE E_..pl., Joint account r.gl.t.rad In tha ne.a of the d.cad.nt Gnd two oth.r par.on. nnd ..tabll.had wllhln one yuer of deeth by tha dac.dant. 1 DIYIDEO BY Z (SURVIVORS) . .50 X 100 . SOle (TAXAIILE FOR EACII SURYIVOR) 4. Th. aaount ,ubject 10 talC Cline 4) I. d.t.r.ln.d by aultlplv!ng tha eccouot balenc. (llna I) by the p.rcant ta_.bl. (1lna 5). 5. Entar the tohl of Ih. debts and deduction. I htad In Part 5. 6. Th. a.ount taMabla (1lna 6) I. d.t.ralnad bv ,ubtractlng Iha dabt. and daductlon. Clln. 5) free tha e.ount .ubj.ct to ta_ Clln. 41. 1. Entar the !\ppro...-J.t. t.", ...t. fll..."n .... r1"~:.rl'llf,.,j u.lel", A. For dete. of de.th occurring aftar 6/30/94, tha la_ r.t.. for tran.far. to .pou.e. ar. e. follow'l 1. Oat.. of d.ath on or aft.r 7/1/94 and bafor. 1/1/96 tha ret. I. 3~. I. Oat.. of death on or aft.r 1/1/96 and b.for. 1/1/97 the ret. I. Z~. 5. Data. of da.th on or aftar 1/1/97 end b.for. 1/1/91 the rat. I. IlC. 4. Oat.. 0' daath on or eft.r 1/1/98 trenaf.r. to .pou... will b. e_a.pt fr08 te_. Hot., For d.t.. 0' daath prior to 7/1/94 tren.f.r. to .pou... ara ta_able .t 6:<. a. Tran.f.r. to Ilnaal da.c.ndent. Including f.ther, .oth.r. .on. daught.r, grendchlldr.n, .on-In-l.w. daught.r-In-Iaw, .t.pchlld end th.lr I.au. .ra taMeble .t .IM p.rc.nt 16:<). C. Tran.f.r' to all oth.r. Including brothar. .I.tar. uncia, .unt, n.ph.w nnd nlac. ar. ta_.bla .t flft.an perc.nt CISle). D. If YOU chang. the taM r.ta, pl.... .p.clfy your relatlon.hlp to tha d.cadant In tha ara. provldad. I. Th. aeount of t.M dua Cllna I) I. datar.ln.d by aultlplylng the e.ount taMebl. Illna 61 hV the taM rat. Cllna 7). CLAIMED DEDUCTIONS - PART DEBTS AND DEDUCTIONS CLAIMED 3 Allow.bl. dabt. and daductlon. .r. dat.raln.d aa follow,' A. You legally .r. r.apon.lbl. for pay.ent. or the ..tal. .ubjact to ad.lnl.tratlan by . p.rlonel r.pra.antatlva I_ Inau'flel.nt to p.y the deductlbl. It.... 8. You .ctuelly paid the dabt. .ftar daeth of the d.e.d.nt end can furnlah proo' of par-ent. C. D.bt. baing clal..d au.t b. Ita.lz.d fully In Part 5. If additional ap.cI la nledad, u.. plain p.par a III" M II". Proof of pey..nt .ey b. raqu.atad by the PA Dapart.ant of P.y.nu.. 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. TDOI (717) 772-2252 (HEARING IMPAIRED ONLY) " I I __ _.W --.. _. ..... l,' . ~ J ~ j I 'J I .\ I ;~ ( ,\1'1 t ~. I' i_ f) I / i , I i 1 i . i '\) " q 1'\ " ~ 1 ~ ~1~ r ~ .1' 'JJ j i I i I I I I i I i i \0 ~. .. \"..1' -' - o r . ' ; .. iii I ::: ~ I ~ " I .: ! t.: II I "Q. 1111 .3s B i~j I 0.1 I ~; ., '''u: 0: is' . ' ,;, t: -,-:I UU ".0- . .." --...O' _..' .. -- ,-::-,- - - - ..:: - - - - - - s . :: - ..:: ..:: ..:: ..:: - " 0. .' " . . , \ , 'f ~ '. .", .- It I . .,' T . _"" r. ,..,$\1 , < ,4\ I J . fl. ., "jJ ." .., " l'" , :- ." '0- Ow.. . fI. ~, ". I. . .t", \ . '1.\; :.\ '.J... fI_:, 0 , .' .;. -.~ , 'I I .. \ '" " . . .' , ..---.. r- .,.-- _~PllI __ I, ..:- , - -. .- --. ..... '. . ~:S;"'1_._______ _...:.._._ _ ______u~.___._.__ ___'_. u_.____._. .... ..- ---..- -- -..- - - - -- --. - -~. --. -.-- D \:'; AA047874 COMMONWEALTH OF PENNSYLVANIA ~. DEPARTMENT OP REVENUE ^ OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX uv.'..'III....' . ~, ACN ASSESSMENT ., CONTROL ~ NUMBER AMOUNT i RECEIVED FROM: NANCY E BLUST 9:5109:568 .77.09 4324 VALLEY ROAD ENOLA PA 17025 ESTATE INfORMATION, I!:t FILE NUMBER U 21-199:5-0442 m NAME OF DECEDENT (LAST) II DATE OF PAYMENT m POSTMAR E COUNTY 66N 202-36-9866 (FIRSTI (Mil DATE OF DEATH m TOTAL AMOUNT PAID .7:L.5J9 S13 I , REMARKS NANCY E. BLUST \ RECEIVED BY Jli, . I / /f SIGNATURE SEAL CHECK" '1:57 REGISTER OF WILLS MARY c. LEWIS ~ REGISTER OF WILLS 'jT'- _ _ _____=,===== ==::::! =.= =:::;.-=:::= =:::::: =- '_.=::::::::::: = =::::: ,~, ==== _.:::::..,..:-J' I t.., , ..--,,' --.....--- . 7.~.-.._--;":-............~J1 - - ...... ",,-:.-. ~.. .-... . .. ____ .____~_'.___ .__ __.___.._____._.__ ___...._. ..' ._ __. _..._~_. _ __ ~_ __.___ .__~_.__4__..._.__ ('''" ...1 RECEIVED BY '}/fi , .. L- 1/'1.1,.(/" ./ / SIONAlijfU . _/ ',. _', t MARY C. LEWIS .<' . '1 I REGISTER OF WILLS 1 :~ AA 047875 COMMONWEALTH OF PENNSYLVANIA N . DEPARTMENT OP REVENUI ~ OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . ,~ " ~ 11'1.".'._1'."1- RECEIVED FROM, fJ ACN ASSESSMENT f!I CONTROL ~ NUMBER AMOUNT BARBARA E SHOLLY 95109:567 .'/7 . 09 1:5 I<JM ACRES DRIVE HECHANICBBURG PA 17055 _'OtOHII! ESTATE INFORMATION. I!:t fiLE NUMBER U 21-199:5-0442 m NAME Of DECEDENT (LAST) II DATE Of PAYMENT m POSTMAR E COUNTY 66N eOe-Sb-98bb (FIRST) (MI) DATE Of DEATH m TOTAL AMOUNT PAID tZZ..!J!J SG REMARKS \ \ I ' \ ___ __ ____ ____ ___ - - _"_ _'._ -:'.---:- - __ - - _. - - -- - - - - - --.- -""':'IT - -- --- . . '.,:; .,l. ' . ' , .. BARBARA SHOLLY SEAL CHECK" 7827 REGISTER OF WILLS , .' ...' " " ~ . . ': -- - ~ ,.... .._--& _r-.. ""Ill , ~- ~ , . . \ ! .. ~~ , . I .....:_. . , f ~ I':> :3 d- V 'I c., RlV-J548 lX AFP (12-94* CO~'LTH OF PENNSYLVANIA DEPARTHENT OF REYENUE BUREAU OF INDIVIDUAL TAKES PEPr. ZI06al HARRISBURG, PA l11ZI-0601 NOTICE Dr INNERITANCE TAX APPRAISEKEKT. ALLDHANCE DR OlSALLDHANCE Dr DEDUCTIONs. AND ASSESSMENT Dr TAX DN JOINTLY HELD DR TRUST ASSETS DAT! 07-10-95 ESTATE OF ELLIDrr JANET C DATE OF DEATH 01-06-95 CDUNTY CUMBERLAND FILE NO. 21 95-0442 S.S/D.C. NO. 202-36-9866 ACN 95109567 BARBARA E SHOLLY 15 KIM ACRES DR MECHANICS BURG PA 17055 RlHIT PAYMlNT TDI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 A.ount R..Ut.d CUT ALDNG THIS LINE ~ RETAIN LDWER PDRTIDN FDR YOUR RECDRDS ~ R-!fv:isiri-EiC-AFP--ri2r:94j------------------------------------------------------------------------------------ NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLDWANCE DF DlDUCTIDNS, AND ASSESSMENT DF TAX DN JDINTLY HELD OR TRUST ASSETS DATE 07-10-95 ESTATE OF ELLIOTT JANET C DATE OF DEATH 01-06-95 COUNTY CUMBERLAND S.S/D.C. NO. 202-36-9866 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFDRHATIDN FINANCIAL INSTITUTION. FIRST FEDERAL SAVINGS & LOAN ACCOUNT NO. ACN 95109567 FILE NO. 21 95-0442 TAX RETURN WAS. 0157145115 TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 08-14-81 Account Balanca Porcent Taxable X Amount Subject to Tax Dobts and Deductions Taxable Amount Tax Rate X Tax Due 26.344.55 0.166 4.390.85 3.105.98 1,284.87 .06 77 .09 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PDRTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK DR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." TAX CRED:tTS: PAYMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID PAYMENT MUST BE MADE BY 10-07-95M. TOTAL TAX CREDIT BALANCE DF TAX DUE INTEREST TDTAL DUE . Ir PAID AFTER THIS DATE. SEE REVERSE FDR CALCULATIDN OF ADDITIONAL INTEREST. · IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTioNS. I .00 77 .09 .00 77 .09 ,..1 ," ~r N t"':""' :.....( :11').. ,." ... ':5 '., ..~ ,<' t) '1 ULi:..: a: YJ~ d ,- ,~ :3 Uu PtJAPOSt '" NOTICEt To fulfill the raqulr..-nt. of S~tlon rl~D of t~ Inh.rlt~c. ~ E.tata T.. Act, Aot 2Z of 1"1. (71 P.I. SHtlon n~O). PAvtlDfTl o.tKh tMi top portion of thh Motle. Ind .ubIIU wUh you,. P'ywMt to the Attght.,. of WUl. p,.lntH on the r.v.,... .ldtI. ._ "-k. chick or ~IV ordt,. pIYabl. tOI REGISTER Of WILLI, AGENT. All ply.-nta rac.lvld Ihlll flrat bI applied to ~)' Intarl.t which "Y bl ~, with ~y ,....lndI,. ~111d to the t.x. REFUND eCR) I A ,..fund of . t.x cradlt, which WI' not ,.aque.tld on thl ta. ,.atu,.n, .ay bl rlqueatld by c~lltlng en "application for Alfund of Ptnn,vlvenll Inhl,.ltlnCl end E,tltl Ta." (REY-1SIS). Appllcatlona ara avallabla .t thl OffICI of the A.gl.tar of WIll., en)' of thl ZS R.v~ DI.t,.lat Offlca. ar b)' cllllng tha 'PIGI.I Z~-hou" ~.w.rlna ,a,.vlca ~r. for for.. ordtl,.lnal In Pann.vlv~I' 1-100-562-2050, out.lda Pann.vlvanla and within local Harrl.burg ar.a (717) 787-1094, TDD' (717) 772-Z252 (H..,.lng r.,.lred Only). OI.JECTlONSI Any p.rty In Intar..t not ..tlsfled with thl appr...aMnt, .Uowenc. ar db.Uowllne' of dHuctlon. 0,. .....nant of ta. (lncludlna dbcount or Int.rnU a. shown on thl. Notlc. .ay obj.ct within sixty (60) dlY' of rac.lpt of thl, NoUc. bYI .....,.Ittan protl.t to the PA D,plrt-.nt of R.venue, Baird 0' App.al., Dlpt. ZII021, Har,.lsbu,.g, PA 11121-1021, OR "electing ta hlVI thl ..U.r dotar.lned at thl audit of thl account 0' the pI,..onal reprl.entatlv.. OR --appa.l to thl Orphan.' Court ADMIN- ISTRATIVE CORRECTIONS. 'actu.l .rror. dhcoyar.d on thh ........"t .hould b. addra..ed In w,.ltlng tOI PA o-part.ttnt 0' A.vanua, Bur..u of Indlvldu'( T.x.., ATTNI Po.t A.....aint R.vla" unit, DEPT. ZID601, Ha,.,.I.burg, PA 1112'-0601 Phone (111) 717-6505. S.. P'OI 3 of tha booklat "Inltructlonl for Inh.rltancl 'aM R.tu,.n foro a Re.ldent Decadent" IREY-ISOI) 'or en .xplanatlon of ~Inllt,..tlv.ly co,.raatabla arra,... DISCOUNTI If any tax due II paid within th,... (5J calendar aonth. aft.,. thl dlcldant". d..th, . 'Iv. pa,.cant (5~) dllcount of th. tax paid I. allowed. INTEAESTI Intar..t .. chlirged bqlmlng with first day of dallnquency, 0,. nln. (,) .unthl Md on. (1) dlY frDe thl data 0' d.ath, to tha data of pa~..nt. T.... which b.c... d.llnquent ~fo,.. J~ry 1, 1'.Z baa,. Intar..t .t the r.t. of .IM l.x) pa,.cant pa,. annul c.lculated at a dally ,.ata 0' .000164. All t.... which bee... delinquent on 0,. aft.r Janua,.y I, 1912 will b.a,. Intlr..t at . ,.at. which will v.,.y f,.OII calendar Y"" to CII~ar ~..r with ~t rata ~ed b~ th. PA D.part.-nt of Aavanua. The appllclbl. Intar..t rat.. for 1"2 through 1915 1,.11 '!ur Int.r..t R.tl D.llv Int.rut Fector '!ur Intlr..t R.ta Delh Int.rad Fector 1912 ZOX ,000541 1911 OX . DaOZ47 1915 lOX .ODOOI 1911-1991 lU .DanOl 19'~ m .ODOSOl 1992 'X . D00247 1915 lSX .ODOS56 1993-1994 n .000192 I'" lOX .000Z7~ I... 'X .DD02~1 --Jnt.,.lIt 1. c.lcul.ted .. fallow.. IIfTERElIT . BAl.AIfCE OF TAX UIfPAID X NunBER DF DAYB DELINQUENT X DAILY INTEREST FAcrDR .-Any Notlc. I..ued aftar the tn bMOM' dallnquent ..Ill raUect an Int.,...t calculation ta flftlllft US) day. bl~ond thl d.ta 0' thl ......eent. If p.yaant I. .Ida afta" tha Int.,.a.t coaputatlon data .hown on thl Hotlc., additional Int.r..t lU.t be calculated. /' 15.. :3 J'-J/ C/ REV-1S4B EX AFP 112-94* COHH~.~AlTH Of PENNSYLVANIA : DEPAATHEHT Of REVENUE BUR[AU OF IHDIVIDUAl TAMES DEPT. 2106DI HlRAISIUAD, PI 17121.0601 NOTICE DF INHERITANCE TAX APPRAISEHENT, ALLDMANCE DR DISALLDMANCE OF DEDUCTION. t, AND ASSESSHENT DF TAX ON JOINTLY nELD DR TRUST ASSETS DATE 07-10-95 ESTATE OF ELLIOTT JANET C DATE OF DEATH 01-06-95 CDUNTY CUMBERLAND FILE NO. 21 95-0442 S.S/D.C. NO. 202-36-9866 ACN 95109568 PA 17025 REMIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NANCY E 4324 VALLEY ENOLA BLUST RD AMount R..1thd I CUT ALDNG THIS LINE .. RETAIN LDWER PDRTlDN FDR YOUR RECDRDS ~ Rirv:isirU-EX--AFji-iiii:94i------------------------------------------------------------------------------------ NDTICE DF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLDWANCE DF DEDUCTIDNS, AND ASSESSMENT OF TAX DN JDINTLY HELD DR TRUST ASSETS DATE 07-10-95 ESTATE DF ELLIOTT JANET C DATE OF DEATH 01-06-95 COUNTY CUMBERLAND FILE ND. 21 95-0442 TAX RETURN WAS, S.S/D.C. NO. 202-36-9866 (X) ACCEPTED AS FILED (l CHANGED JDINT OR TRUST ASSET INFORMATIDN FINANCIAL INSTITUTION, FIRST FEDERAL SAVINGS & LOAN ACCOUNT NO. ACN 95109568 0157145115 TYPE OF ACCOUNT I (l SAVINGS ( l CHECKING ( l TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 08-14-81 Account Balance Par cent Taxable Amount Subject to Tax Debts and Deductions Texable Amount Tax Rate Tex Due X 26,344.55 0.166 4,390.85 3,105.98 1.284.87 .06 77 .09 NOTE. TO INSURE PRDPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT." l( TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+l INTEREST (- l AMOUNT PAID PAYMENT MUST BE MADE BY 10-07-95M. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TDTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN DF ADDITIDNAL INTEREST. . I IF TOTAL DUE IS LESS THAN f1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIDNS. ) .00 77 .09 .00 77 .09 , , ('~ <;;.T r:'".f. r;-.J ,r..p- L:') M ~ ,-~-~ ., 1.\ " \.)(L 11: In ~)' .t: ....) ::s (5u PUIIPOSE OF NOTlCEI To 'ulflll the r~lr..-nt. of Section 2140 of t~ [nharltanc. and E,t.t. 'I. Aot, Act ZZ of .991. (12 P.S. SICtlon 2140). PAYHEHT. a_tech the top portion of thl, Notlel ~ .~It with your Plyaent to the Rlllat.r 0' Willi prlnt~ on the r.v.,... aide. .... "lie. chKk or HMy ord.r p.y"'.' to. REGISTER OF WJLlS, 'CENT. All p.yaent. recaivld .hall 'Irat ba applied to any Int.,...t Which ..y b. due, wIth any r...lnd.,. ~lJ~ to the tlX. REfUND (CRJ I " r.fund of . t.. credit, whIch wa. not r~.t.d on thl tax raturn, ..y ba r.que.tld by cQ~l.tl"a an "APpllcltlon 'or R.fund of Pennsylvania [nhe,.lt~. 8nd E.tat. 'Ix" (REY.lSl!), Applications .r. Ivallabl. at thl D"lcI 0' thl RIglat.r 0' Willi, any of thl ZS Rlvenue District O,flc.. or by cIlllng the '~ol.l 24-hour answering ..rvlce ~r. far far.. arderlngl In Penn.ylvenl. 1.100.562-2050, out. Ida PInn.ylv~la ~ within locII Harrhburll .r.a C7I7) 781-1094, lDD' (717) nz-zzsz OI..rl"1I lap.lr.d Onb), OBJECTIONSI Any p.rty In Int.r..t nat ..tl.fled with the appr.I....nt, allow~a or dl.allowanca of deduction. Dr .......-nt of t'M (Including dl.count or Intar..t) I' ahown on thl. Hatlc. aay obj.ct within .IMty (60) day. of r.calPt of this HaUc. bYI -.wrltten prat..t to tha PA Dspartaent of R.venu., Ba.rd of Appaal., Dapt, 2110:1, Harrl.burll, PA 17121-1021, OR ".leaUnll to hav. tha a.tt.r dlt.r.lnld et the audit of the account of the p.r.on.1 r.pr..ent.Uv., OR --IIPP..I to thlt Orph.".' Court AtNtIH" ISlRATlVE CORRECTIONSI F.atuI. .rrar. dl.cav.r.d on thl. .......ent .hould be .odr...~ In wrltlno tal PA Dlp.rt.."t of R.V.nuI, Bur.... of Individual Tu.., ATTHI pa.t A......ent Rlvl... Unit, DEPT. 2110601, tt.rrhburll, PA 17121"0601 Phone (717) 717"6505. S.. p.g. S of the bookl.t "In.tructlon. far Inh.rltanc. TIM Raturn for a R.,ldent Oac.dlnt" CREV"ISOl) for an .xplanatlon of adllnl.tratlvllY corr.at.bl. .rror.. DISCOUNT I If sny tlM due I. paid within thra. CS) cal.ndar aonth. aft.r the d.cldent'. d.ath, a flv. ~.rcent (5~) dl.count of the taM paid I, .lloWld. INTEREST. Int.r..t I. char,1d baalnnlng with flr.t day of dallnquency, or nine (" -.nth. and one (1) d.y fr.. the d.t. of d..th, to the d.ta of p'Vlent. Tax.. which baca.. d.llnquent b.fora January 1, 1912 ~.r Intarl.t at the r.t. of .IM (6X) p.relnt par annua calculat.d .t a dallv r.ta of .000164. All t.... which bec... d.llnquent an or aft.r Jenu.ry 1, 1'.2 will b..r Int.r..t .t I r.t. which will v.ry fr.. calend.r ya.r to callM'1dar Yllr with ttt.t rat. announced by thl PA DIP.rt.."t of R.venue, lhe applicabla Int.r..t r.t., for 1'12 through 19'5 .ra. lIIC tnt.r..t R.t. Dilly tnt.r..t FectDr UIr tnt.r..t Rat. .IlA1.1l.J'.' .r..t Fect.,. 19.2 1915 "14 1985 "16 ....(nt.r..t ,U lOX llX IU lOX I. calculated a. .00054. .OOOU. ,OODSDI . DDDSH .00U74 follow.. 19.7 19....1991 I'" 1995.1994 I'" ox llX 'X 7lC OX ,000247 ,000501 ,OOU47 .000192 .000241 ~ ' IIITEIlEIlT . BALANCE OF TAX UNPAID X IfIlIIIIER DF DAYS DELINQUENT X DAILY IIITEIlEIlT FACTOR ..An~ Hatlea I..ued aft.,. the tax blcOll. d.llnquant will r.fl..t an Int.r..t calculation to fift.an CIS) daw. bevond the data of tn. ..&...-.nt. If p.y-.nt I. aade eft.,. the Int.r..t c.~tatlon datI .hown on thl Hatlcat ldeU Uon'l Inter..t lIU.t b. calculated. V REV-1S48 EX AFP (12-94* CDHMIJI;wEALTH OF PEHH1YlVAHIA .. DfPARTftEHT OF REVENUE BUREAU OF IHDIVIDUAl TAkES DEPT. ZlD601 HARRISBURG, PA 171Z8-0601 ;:5-3S- 9 L NDTICE OF INNERITANCE TAX APPRAISEMENT, ALLDNANCE DR DISALLDNANCE DF DEDUCTIDN.., AND ASSESSMENT DF TAX ON JOINTLY HELD DR TRUST ASSETS DATE 07-10-95 ESTATE OF ELLIOTT JANET C DATE OF DEATH 01-06-95 COUNTY CUMBERLAND FILE ND. 21 95-0442 S.S/D.C. NO. 202-36-9866 ACN 95112226 NANCY E BLUST 4324 VALLEY RD ENOLA PA 17025 REMIT PAYMENT TD: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AltOunt R..itt.d CUT ALONG THIS LINE ... RETAIN LDWER PDRTIDN FDR YDUR RECORDS ~ Rif,;:i5,,-8i-E3c--AFiP--iii!~94i---------------------------------------------------------------------------------___ NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLDWANCE DF DEDUCTIDNS, AND ASSESSMENT DF TAX ON JOINTLY HELD DR TRUST ASSETS DATE 07-10-95 ESTATE OF ELLIOTT JANET C DATE OF DEATH 01-06-95 COUNTY CUMBERLAND FILE NO. 21 95-0442 TAX RETURN WAS. S.S/D.C. NO. 202-36-9866 (X) ACCEPTED AS FILED () CHANGED JDINT D~,TRUST ASSET INFDRMATIDN ACN 95112226 FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BK & TR CO ACCOUNT NO. 0030558883 TYPE OF ACCOUNT. () SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-07-83 Account Balsnce Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Dua 1.569.07 0.500 784.54 784.54 .00 .06 .00 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER DF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." )( x TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID . TDTAL TAX CREDIT BALANCE DF TAX DUE INTEREST TDTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION DF ADDITIONAL INTEREST. . IF TOTAL DUE IS LESS THAN fl, NO PAVMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I tRI, VDU MAV BE DUE A REFUND. SEE REVERSE SIDE DF THIS FDRM FOR INSTRUCTIDNS. I '-, .00 .00 .00 .00 . " <:r e.'( N if)..; '" C"} "" .- ~ ~;, ,~ .~ } 0.> ,11 ,n (~8 '..H.1~ p' a: PIIlPOSE OF MOTlal To fulfill the r"""eHf'Itl of Section un of tM Inherlt_. Met Eatat, T8If Act, Aot ZZ of 1"1. (72 P.I. Section zt_G). PAYMEHTI DetKlt thl! loti portion 0' thl. MaUe. Md ....It with you!" .,.,...,t to the R-elahr of NUh print'" on thll r...,.r.. I1de. .~ "-k. check or ~, order p.y~l. tal REaISTER OF WILLS, AGtHT. All p.,.."U ...catv'" .".11 flr.t be .,l1M to 11I'I, Inta....t which ..y be dull, with MY .....lnd11r IflPllM to the .... RUUHD (CH) I A r.fund of . t.. 0.."11, which .... not requa.t... on thl t.. ratum, "V be rlql.Hl.tH by cOllplaUng WI ""ppl1caUon 'or R_fund of P.m"l".".a InharltMCI .nd Eltat, ,.... (REV-UUI. Appllutlona ar. ly.Uabl, at thli OffiCI of the Aegllt... of Willi, MY of t~ ZS R~~ DI.trlct Dfflc.. Dr by ~lllng the .,.alai Z'-tM)ur .,..~rlng ..,vlel "."...... for 'or.. orct.rlnal In P......SYl"lftl. l-100-562"Z150, outaldll Penn"lv."l. WId within local Harrisburg .r.. (7171 117.8D94, TDDI (717) 772.2252 (He.~lng l.,.l~.d Only). OIJECTlONSI Anv p.~ty In In..~..t not ..thfl.d with tM -.r.......t, ,UDMlInC. o~ dh.UDMlInC. of deduction. or .....uent of t.. Unaludlng dhcount o~ Int.r..n .. .t1OWl on thl. HoUc. "V object within .hctv (60) '-11" of rK.lpt of thl. Hotlc. bvl .-..rltt., p~ot..t to ttMi PI Dep.rt....t of A.~, lo.rd of Appul., Dept. 211a2:1, "'~~"burlJ. PI 17lZa.1GZl, OR u.1Mtlng to halv. thl! ..tt.~ dlit.r.IMd .t the Mldlt of ttMi KCount of ttMI ,.non.l np~....,t.Uv., OR --."..1 to thl Orph8n.' Cou~t ADMIN" ISTRATlYE CDRRfCTlDHSI FlCtual I~~O~' dl.cov.r.d on thl. .......-nt ahould be .odr...ed In ~rltl", tOI PI Dep.rt~t of A.v~, aur..u of Indlvldu.1 r...., ATTN. POlt ,.......nt Alvll.. unit, DEPT. 210601, H.~rllburl, PA 171'I~a601 PnoM (717) 711~65a5. I.. pqe 5 of ttMI bookl.t "In.truotlon. 'O~ IntMlrltsnc. Tu A.turn for. Allldent D.cldent" (REV-ISoI) fo~ en ..plln.tlon of ~lnl.tr.tlv.IY correctable .rror.. OISCOUfTI If IInV tl. dw II p.ld within thr.. (J) c.l...~ IOr'lth. .ftl~ thl decldlnt'. d..th, I fJVI p.~cent C5;,c) dllcount of thI tu p.ld, I. Illowed. IHTEAUTI lnt.~..t h dMrg.d b..lmlnrr with flrlt d.v of d.lInquInCV, o~ "Ins (9) ""th. Met DIM (1) dav fr. thl! dlt. of d..th, to thl d.t. 0' pay""t. TI... which blH:.. d.lInqu1nt b,'otl JInWI~Y 1, 1912 b..~ Int.r.at .t thl r.t. of .1. (6X) p.rcent ,.r ~ cllculatld It . dillY rlt. of .000l~. III tUII which bee_ d.1I~t. on or af"~ .....rv I, 1912 ..UI bIIr Int.r..t at . nt. ...,jch wUI varv frOll callndar y..r to e.l~r y..~ with thlt r.tl snnounced by thl PA O.,...teent of A.v~. TtMI sppllcabll Int.r..t rnt.. 'or 19.2 through 1995 .r'l ~ lnt.....t Rstl D,llv lnt.r..t F.etar ~ lnt.....t R,t. 0.11... Int.....t FtICltor 1912 zax .000541 1917 9X .ODOZ47 1915 ,6X .000"11 1911-1991 IIX .ODUOl ".. III .ooosn 1"' 9X .100247 1915 ISX .00OSS6 1995"1994 7X .000192 ".. IDX .000Z74 1"" 'X ,000247 .-tntlr..t II e.lcuhtad .. 'oIlDW" INTEREST . IALAHc:B OF TAll IIHPAID X HUKBER DF DAYS DELINQUENT K DULY INTEIlElIT FACTOR ".Any HoUe. luUld .ft... thl t.. bee... cs.UnquMt wUl nUNt 11ft Intlr..t e.lcul.Uon tD flfthn US) d.y. beyond thl det. of thl ...........t. If p..,...,t II .Id. .ft.r thl Intlr..t CD8IPUt'tlon d.'. IIhoMn on thl Notlel. Iddltlon.l Int.r..t .u.t be cllcul.tld, ," / .IEV-1S48\EX AFP (12-94* Cotl'OfWEAl TH OF P[NHSVlYAHU DlPARTHEHT Of REYEHUf BUREAU OF I ND 1\1 J DUAl TAXE 5 DCPT. 280601 HARRISBURG, PA 17121.0601 1:{.3 '.?- '3' NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLDNANCE DR DISALLDNAftCE OF DEDUCTIDNu. AND ASSESSNENT OF TAX ON JOINTLY IIELD OR TRUST ABBETS DATE 07-24-95 ESTATE OF ELLIOTT C DATE OF DEATH 01-06-95 COUNTY JANET CUMBERLAND FILE NO. 21 95-0442 S.S/D.C. NO. 202-36-9866 ACN 95112161 NANCY E BLUST 4324 VALLEY RD ENOLA PA 17025 REMIT PAYMENT TOl REGISTER DF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE. PA 17013 AlIOW'tt R..! tbd CUT ALOND THIS LINE ~ RETAIN LDIIER PORTIDN FDR YDUR RECDRDS .... R-Efv=i54-i-iif-AFii-ri:i:941------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLDWANCE OR DISALLDIIANCE DF DEDUCTIDNS, AND ASSESSHENT DF TAX ON JOINTLY HELD DR TRUST ASSETS DATE 07-24-95 ESTATE OF ELLIDTT JANET C DATE OF DEATH 01-06-95 COUNTY CUMBERLAND FILE ND. 21 95-0442 TAX RETURN WAS. S.S/D.C. NO. 202-36-9866 (X) ACCEPTED AS FILED ( ) CHANGED JDINT DR TRUST ASSET INFORHATIDN ACN 95112161 FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BK & TR CD ACCOUNT NO. 8D00152436 TYPE OF ACCOUNT I () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 06-D6-90 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 13.045.35 0.166 2,174.27 .00 2.174.27 .06 130.46 NOTE. TD INSURE PRDPER CREDIT TO YOUR ACCDUNT. SUBMIT THE UPPER PORTION OF THIS NDTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS. AGENT." x x TAX CREDITS: PAYMENT DATE 06-07-95 RECEIPT NUMBER AA047855 DISCOUNT (+) INTEREST (-) .00 AMDUNT PAID 130.46 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE FDR CALCULATION OF ADDITIDNAL INTEREST. . I IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DuE IS REFLECTED AS A "CREDIT" I CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FDR INSTRUCTIDN.. I 130.46 .00 .00 .00 u '. " ., ~ L'lJ ,: <( ';"-{ "10.. ti\ (J ro, <0 N " .'~ ' ~ ,'.l ,..) U 'k' ~ e 0>0; 08 a: PURPOSt: Ill' NOnCE. Ta fulfill t~ r~lr...nt. of S4ctlon ZI~a of t~ InherJt~. ~ Eatat. ,.. Act, Aot ZI of ."1. (72 P.S. Section UUJ. PA'mOfT I o.tech the top portSDn of th" MoUe. Md IUbIIIt with your PIYMI\t to tt. R..ht.r of Nllb prInted on tM rever.. .lde. ...... .... check or IMMMY or.r plyMale tOI REGISTER OF' WILLS, AGENT. All p.ran" ncalved aM11 first be .....Ued to "'1' Int.r..t Which .., H w., with "'1' r...lndt1r ...U. to the talC. REfl.I<<ICCRh A rthwld of . tlllC credit, whlch .... not ,......tect on tM tl. r.turn, ..y tM rlMlUelt..s by cOIIPlaUng ... "application '0,. Raf\.nd of P..."yl"..,I. Inhe,.1tMCI Met Eltet, r.... CREV-lSl:s). ApplicatJon. .r. .".lhob at the OffiCI of the A-O.lt.r of Willi, MY of the ZS R.v~ DI.trlot D'fle.. or by calling the .peaS.. Z4-hour an,werlng ..~lc. ~r. far for.. o~rlnar In P~lYlv..,l. l-IDD-56Z-ZDSD, out,lde P~.ylv..,l. and within locII "-rrtabu,.. .r.. (717) 7.,-ID94. TOOl (717) 172-2%52 (He.rln, I~alrad Dnlv). OBJECTIONSt Any p.rty In lntan.t not ..t!lflad with thlt IlPPn!l....,t. .11owanc. or dhal1owanc. of deduction. or ........,t 0' tax (Inaludlng dl.count or Intar..t) a. shown on thl. Notlc. .av objaat within .I.ty (60) dav. of ree.lpt of this Motie. by. --wrlttan prot..t to tM PA D..rt..-.t of R.vanue. Board of Appeala. DllPt. 211011. H.rrlabUra. PA 17UI-lDZl. DR --allaGtl", to haw! tha ..ttar cMtar.l~ at tM Duel! t a' tha eccount 0' tM par'OMI rapr...,taUve. OR ......1 to tha DrphWl.' Court AllltIN- ISTRATlVE CORRECTIONS I F~tu.l .rror. dl.cov.rad on thl. ......sent .hould ba addr...ed In wrltlna tOt Pi o.part-.nt of A.v~. Bur.au 0' Inctlvlctu.l Ta.... ATTHt Put A.....ant Aavl... Unit. OEPT, Z10601. Itarrllbura. PA UUI-06D1 Phone (717) 717-6505. S.. P... S of the bookl.t "Instruction. for IntMritanc. T.. Aaturn far a Ra.ldent DIc~t" (REV-IS01' 'or ~ ..planatlon of edalnl.tratlvalv correctable .rror.. DISCOlIITI If ~v tu dua S. p.ld within thr.. U) calendar ~th. .ftar the deudent", d..th. . flva ptIrcent (5~) dhcOU"lt of the tax paid I. aUowed. tHTERESTI Int.r..t I. chIIr,ed beglnnlna with first da., of daUnquancy, or nl,.. (9J unth. and one (l) dev 'rH tM data of death, to tM date of P'VHnt. T.... which bee... dallnquent bei'ore Jenuarv 1, l'IZ bur lnt.raat at the rata of ab (61) percent per ~ calcul.ted at a dalh r.t. of .0DDlM. All tax.. which bac... delinquent on or .,tar Jenuarv 1, 1'.' will bur Int.ra.t at . rata which will varv froa c.l.....r !t..r to calanct.r vur with th.t rat. MnOUnCed by the PA Dep.rtMnt of AevWMJa. The .,.Ucabl. Intere.t rat.. 'Of 19.2 through 1995 arat 'Wr Intara.t Aat. 0.11", Intara" FltCtor 'Wr Intar..t A.t. Dallv Intarnt FltCtor 1911 lOX .010541 1'17 'X .G002n "8 16X ,000411 1'....1991 11X .000501 "14 11X .000SOl 1'" 'X .0001.47 1915 lU .000156 199'-1994 7X ,000192 1'66 lOX .000274 199. 'X .ooun --Inter..t I. calculatad .. follow.. INTEIIEIIT . BALANCE OF TAlC UNPAID X HUftBER DF DAYB DELINqUENT X DAILY INTEREST FACTOR --An., Motlc. I.~ .,t.~ the ta. bec~. 6allnquant Mill r.'laat an Intara.t c.lculatlon to flftaen (15) deve bavond tM dete of tM .........t, If p.YMnt Is .ad. .ftar the Int.ra.t cOllPUtaUon date shown on the Notic.. IlddlUonal Intera.t .....t be celcul.tad. _~_!;!!t,<,.",,":_ 15-3S-Y A!\"."154C. !X AFP (12-94* CQMMOHWfAl TH Of' PfNHSYL VANtA DfPAATtfE:NT Of' REYEtAJE BUREAU OF INDIVIDUAL TAXES DEP'. 2I06Dl HARAlS&URG, Pi 11121-0611 NDTICE DF INNERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLDNAHCE OF DEDUCTION". AND ASSESSnENT OF TAX DN JDIKTLY NELD DR TRUST ASSETS DATE 07-24-95 ESTATE OF ELLIOTT JANET C DATE OF DEATH 01-06-95 CUMBERLAND FILE NO. 21 95-0442 S.S/D.C. NO. 202-36-9866 BARBARA E SHOLLY IS KIM ACRES DR MECHANICSBURG PA 17055 COUNTY ACN 95112162 CUT ALDNO THIS LIN! ~ R!TAIN LDWER PORTION FOR YDUR R!CDRDS ~ Rifv:is4-i-Eif-AFP--ii2~9~1------------------------------------------------------------------------------------ NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLDWANCE DF DEDUCTIDNS, AND ASSESSM!NT OF TAX DN JOINTLY HELD OR TRUST ASSETS DATE 07-24-95 ESTATE OF ELLIOTT JANET C DATE OF DEATH 01-06-95 COUNTY CUMBERLAND FILE NO. 21 95-0442 TAX RETURN WAS. R!MIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE. PA 17013 AItO~t H..! tted S.S/D.C. NO. 202-36-9866 (X) ACCEPTED AS FILED ( ) CHANGED JDINT DR TRUST ASSET INFDRKATIDN FINANCIAL INSTITUTION. DAUPHIN DEPDSIT BK & TR CD ACN 95112162 ACCOUNT NO. 8000152436 TYPE OF ACCOUNT I () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE DATE ESTABLISHED 06-06-90 Account Bahnce Percent Taxable X Amount Subject to Tax Debta and Deductions Taxable Amount Tax Rate X Tax Due 13.045.35 0.166 2.174.27 .00 2.174.27 .06 130.46 TAX CRED:J:TS: PAYMENT DATE 06-07-95 RECEIPT NUMBER AA047853 DISCOUNT (+) INTEREST (-) .00 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCDUNT, SUBMIT THE UPPER PORTION DF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK DR MONEY ORDER PAYABLE TO. "REGISTER 'OF WILLS. AGENT." AMOUNT PAID 130.46 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TDTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. . I IF TOTAL DUE IS LESS THAN II. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIDNS. I 130.46 .00 .00 .00 ~ '. co .'" .. ~'i n' .., C"'. I"~ '0 N ;j , " '..1 'p 1(0 I: 1:)(;' !J\ ';J ~ 0.:- c:Ju ........ .. NOTICE. To fulfill the requlr..-nt. of Seotlon 214D of the Inn.rlt~. ~ E.t.t. Tax Act, Aot IZ of .991. (72 P.S. s.atlon ZUD). P''(MEHTa u.t..:h the top POl"Uon of thl. Notice Md ,uo-it with you,. pl)'Mnt to the Alight... of WUh prlntM on the r.v.r.. .Ide. -- ""1 check or IlClfMW eu'de,. pIy8bla tal MOISTER OF WILLS, AE:OCT. All p.~t. received sh111l I1r.t t. eppl1M to MY Intanlt which nw tMi ckM, with ....y r...lnd1r applied to the tax. RfFUKD (eA) I A r.ft.ftd of . t.. O,.edlt, whIch .... not r....ted on the talC return, ... tM requested by calpl,Ung en "'AppllClltlon '~r R.fund of PennlylvMla rnherlt~. ~ Elt,t. r.... (AtV-1J1J). application. .r. .v.l1~1. at the affl~ of the RI,llt,r of Willi, any of U. ZJ Revenue Ol.trlct Dfflc.. or by cIlllna the ',.0111 14-hour .....w.rlng ..rvlel nu.ber. for for.. ord*rlngl In Penna"lven._ 1-100-562-2050, out,lda Penn.ylv....l. ~ within 10C81 Har~labU~. .~a. (717) 717-1094, TOO' (717) 77Z-ZZSZ (~~Ing I.,al~ed Only). OBJECTIONS I Any p.~t~ In Int.~a.t not .atl.fled with the ~~.I''''nt, .Ilow~. o~ dl..llow~a of d.auctlan. or .....-..nt of tu ctncludlng dhcOWIt or Inta~..U .. ~ on thla Nottca ..~ abject within .hetv (60) dau of ~ec.lpt of thll NoUc. b~1 --w~ltten p~ot..t to the PA Dep.~taent of R.venue, lo.~d of Appe.l., Dept. ZIla21, H.~~I.bu~., PA 17121-1021, OR --.Iecting to he". the ..tt.~ Mt.~.lned .t the IlUdlt of the eccOWlt of the "non.l ~"'~"ent.tlv., OR --eppe.. to the Dr~'. Cou~t ADMIN- ISTRATIVE COARfCTlDNS I Fectuel a~~o~. dl.cov.~ed on thl. .......-nt ~ld ~ add~...ed In w~ltlng tal PA Dep.~t.ent of R.v~, Iu~.eu of tndlvl~l T.x.., ATTNI Po.t A......-nt R."I.w unit, DEPT. 210'01, H.~~I'bu~g, PA 17121-0'01 Phon. (717) 7'7-6505, S.. P'" 5 of the bookl.t "In.t~uatlon. for Inherltanc. Tlx R.tu~n fo~ . A..ld~t Decedent" CREV-15U) fo~ ., .xpl~.tlon of ldelnhtnUv.h co~~aotNI. arrors. DISCOUNTI It InY hJC due II paId ...1thln threa (S) c.lend.r IMnth. .It.~ tha dKedent'. d..th, . IS". percent (U) dl.count 0' the t8JC p.ld I. .llowed. INTERESTI Int.n.t II ct.r.. begInning ..ith f1~d day of delinquency, or nIne (,) .onth. and OM (l) d.y f~Q11 the d.ta of da.th, to the d.ta 0' P'YMnt. T..a. .....Ich bee... dal.1nquent bafore JIInUII~Y 1, 1912 beer Int.~a.t .t the ~at. of .Ix (~) p.~cent P8~ InnU8 c.lcul.ted .t . d..11y ~.t. of .000164. All t.... which bee... delinquent on O~ Ift.~ J~ry I, 1'1' .,111 bI.~ Inta~a.t .t . ~ata which ..III va~y '~u. calender y..r to calendllr y..r ..Ith thet ~.t. ."toun.:.d by thli PA D....~tHnt of Ra"enue. The 8PPllcllbl. Int.~..t ~.ta. 'o~ 1"2 through .995 .~.I l'lZ "U I... 1915 ".. --Int.~..t 2DX 16% IIX ISX lOX II calcul.t... .a .UDS4I .auus .UDSn .anss. .00027' 'OllIMUI Xur Intar..t Rat. Dallv Int.r..t FMltor I.., 'X .0002., 1'11-1991 11% .00aUl I'" 9X .0002., 1"'-1994 7ll .000192 I'" .. .0002., 'tIIr Intu..t Rata Dallv Intlr..t Fac:tor InTEREBT . BALAnCE OF TAX UHPAID X nUHBER OF DAYS DELlnQUEHT X DAILY IH11JUOBT FACTOR --Any Hottea t.~ .,t.r the tlJC becoae. delinquent ..Ill ~.fllOt In lnt.~..t cllcul.tton to fifteen (IS) de,a ~,ond the d.t. of thl .....lMnt. If p..,.."t II... .ftar thli Intara.t COllPUt.Uon data shoWn an thI Hotlca, IMidIU~l Intar..t ....t ~ calcul.t_. i -~! PAYHENT I Detach the top portion of thlt Natlu end subalt ..ith your pa.,..nt ..d. p.ubl. to the n... and addre.. printed on the rlVln. sid.. If RESIDENT DECEDENT ...... ch.ck or .oney ordlr PlYlble tal RECISTER OF WILLS, AGENT, If HON-RESIDENT DECEDENT ..k. chIck or lonlY order plyable tal COt1"ONWEALTH OF PENNSYLVANIA. All p.y.ant. r.celvld .h.ll ga appll.d flnt to any Intlrest which ..'1 ba dutl with .ny ra..lnd.,. IPplled to the t... REFUND leA>>! A r.fund of Ita. cr.dit. which 10111 not requllt.d an th. rail R.turn, ..y b. nquntod by cOlpl.tlng In "Appl SCIUon for Ralund of PlnnlYlvanll Inh.rltance and E.tet. Truc" (REY-ULU. Application. arl .vllllble .t the OffiCI of the R.ght.r of 'lUll, any of thl .n Rav.nul Dlltrlct Offlcn or fro. the DIPlrt..nt'. 2~-hour .n....rlng ..rvlca nun.,.. for forI' ordlrlngl In pann.ylvanla 1-'10-562-2050, outside P.nn.ylvanh Ind wlthln local Hlrrlsburg Ir.. (717) 781-'O'~, TODI C7171 772-2252 CH.lrlng I.pllrld only). AEPLY Tal Qu..tlan. rllllrdlng ar,.ar. cant.ln.d an thll noUce .hould bl .ddr....d tal PA Dlplrt..nt of R.venu., Bur.lu of Individual hu., ATTN. Post A.......nt Rlvl... Unit. Dept. ZlI0601, Harrisburg. PA 1712a-0601, phon. 1717) 717-6505. If any tIll due Is plld ..lthln three (]) c.landlr .anthl afh,. thl d.c.dant'. d..th, a flv. p.rcant 15:0 discount of the ta. plld is allawld. DISCOUNT I INTEREST I Int.re.t II chlrg.d bIll Inning with flnt day of dllinqu.ncy, or nlnl (9) .onthl Ind on. el) day frail the dlt. of d.ath, to thl dlt. of pIY.lnt. T.Il11 which bee"l dlllnqu.nt blfor. Januuy I. 1912 blar Int.,.nt at thl rate of .Ix (6~O plrclnt p.r annul ulculatld at e dally reta of .000164. All t.... which blc... d.lInqu.nt on and aft.r January I, 1912 will bear Inhr..t It a rate which will ",ary fro. calendar yaar to calendar y..r wlth that rat. announc.d by the PA Oepart.ant af R.vanuI. Th. appllcabl. Intlre.t ratl' for 1982 through 1996 arel Year Intar..t Ret. Dally Internt ractar Vea,. Int.r..t Rata Dally Intare.t factor 1912 211" .0005'" 1987 'X .00DZ47 19I5 lOX .OOOU' 1981-1991 11;( .000301 1984 11;( .000501 1992 'X .00DZ41 1915 U;( .000556 199)-199" lX .000192 1916 10;( .00U7" 1995-1"6 .X .Ot0247 n [nt_,.a.t II calculated .. follow'l INTEREST . BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NoUce I..u.d aft.r the tax baeo... d.lInquent wUI rafl.ct an Inhrnt calculation to flft..n (15) days b_yond the data of the ........nt. If pay.ant Is .ada aft.,. tha Internt co.putaUon date shawn on the Notlc.. Iddltional lnt.r..t .u.t b, calcuht.d. '/ :< REV-1607 EX AFP (12-95_ COMMONWEAL lH OF PENNSYLVANIA . DEPAR1"EHl OF REVENUE BUREAU OF INDIVIDUAL TAMES . DEPT. Za0601 tIAARISBURG. PA 17Ua.0601 ACN 95109568 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 03-18-96 ESTATE OF ELLIOTT DATE OF DEATH 01-06-95 NOTE. JANET C FILE NO. 21 95-0442 CDUNTY CUMBERLAND TD INSURE PROPER CREDIT TO YDUR ACCDUNT. SUBHIT THE UPPER PDRTIDN DF THIS FDRH WITH YDUR TAX PAYHENT TO THE ADDRESS SHDWN. HAKE CHECK PAYABLE AND REHIT PAYHEHT TO. , NANCV E BLUST 4324 VALLEY RD ENOLA PA 17025 REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Anount R...Ut.d CUT ALONG THIS LINE .. RETAIN LDWER PDRTION FDR VDUR FILES .... if EV = ir.ij"j-EX--iiFii-mr=9iff------iiilii-iNtiiiiI;'ANCif-fiiic--s'i'iiiEHifNf-i:i,;-AC-ccii.itii--iiiii----m--------- m -- ESTATE OF ELLIOTT JANET C FILE ND.21 95-0442 ACN 95109568 DATE 03-18-96 TNIS STATEHENT IS PRDVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATIDN DF ALL PAYHENTS, THE CURRENT BALANCE. AND. IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 07-03-95 PRINCIPAL TAX DUE. 77.09 PAYMENTS (TAX CREDITS). PAVMENT DATE 06-13-95 RECEIPT NUMBER AA047874 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 77.09 TOTAL TAX CREDIT INTEREST 77 .09 .00 .00 .00 BALANCE OF TAX DUE . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATIDN DF ADDITIDNAL INTEREST. ( IF TDTAL DUE IS LESS THAN '1. NO PAYHENT IS R~QUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIDNS. I TOTAL DUE " PAYHlNT, Detach the top portion 0' thh NoUn and ,uhlIlt with your pay.,nt ...da Ply_bl. to the n... end eddnu printed on thl r.vlrs. ,Ide. If RESIDENT DECEDENT _aka chIck or .onlY order PI.,abh tal REGISTER OF WILLS, AGENT. If NOH'AEStDENT DECED!"" .... chIck or lonl., orde,. pa.,able tal COttttONWEALTH OF PENNSYLVANIA. All pa.,aenh nulvld ,hall ba applied flr.t to any Int.,...t which .,., ba due with any r...ind.,. .ppUad to the talll. REFUND eCAJI A ,.efund of .. ta. cradlt, which ..a. not raqua.tad on thl Ta. Return, ..., b, requa.tad by coaplatlng an "Application for Refund 01 Plnn,.,lvanl. Inheritance and E,tat, YaK" (AEY'I!l!'. Application' ara avallabl. .t the D"lcI of thl Ragl,t.,. of Will., any of thl 25 RavenuI District Dfflc.. Dr frol thl Dapa"t..nt', Z.'hour answering ,ervlce nu.bers lor lor.s orderlngl In pennSVlvanla I-II00-36Z-l0S0, outside Pennsvlvanla and within locel Herrlsburg ara. (717) 7117-11094, TOO. (717) 77Z-ZZSZ CHeering IlIpelred only). DISCOUNT I guest Ions regerdlng .rrore contalnlld on thl. notice should b. addr.s..d tal PA Oepart..nt of R.venu., 8ur.eu 01 Individual bll.', ATTN: Post AS""II.nt Revill" Unit, aept. l1l0601, Ilsrrlsburg, PA 17128-0601, phone (7171 787-6505. 11 any tllll due .. Pllld within three 131 cahnd.r .onths after the d.ua.nt's duth, a flv. p.runt C5X) dhcount of the t.x p.ld Is allow.d. REPLY TOI INTERESTI Int.r.st I, charg.d b.glnnlng with Ilrtt day of dllllnqullncy, or nlnll (9) lIonths and on. (I) day Iroll thll dlltll of d.eth, to thll dlltll of plly..nt. Tax.s which b.ca.. d.llnqu.nt before January I, 1911Z b.er lnt.r..t et the rate of six (6~) p.rcent p.r ennuII c.lculat.d et a dally r.t. of .000164. All t.... which b.c... d.llnquent on .nd .ft.r Jllnuary 1, 1911Z will blllr Int.r..t lit . r.t. which viii v.ry frol cIl.nder y.er to cel.nd.r yeer with Ih.t r.te announc.d by th. PA D.p.rtl.nt of Rllv.nUI. Th. eppllcabl. Int.r.sl rat~. for 1911Z through 1996 ar.1 V..r Int.rnt Rllt. Oal h Int.rut Factor Vear Inter.st R.t. Olllh Int.r..t Faotor 1911Z zoX .0nSltll 19117 'X .00Ol47 19U 16X .0004311 1988-1991 llX .000501 1911ft llX .0110301 1991 OX .COOtU 1985 UX .0003S6 1995'1994 'X .COIlI92 1986 lOX .000274 1995'1996 'X .01l0lU --lnt.r.st II calculat.d .. followlI INTEREST = BALANCE DF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR --Anv Natlce Is.u.d aft.r th. tax b.co... dllllnqu.nt will r.fl.ct an Inter..t c.lculetlon to flft.en (ISI day. beyond the d.te 01 the ........nt. II p.Y.llnt I. ..de .It.r the Int.re.t cOlput.tlon date ,hown on th. Notice, addltlon.1 Int.r..t lust b. c.lculat.d.