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REV-15~j EX AFP (8-941*
COHHONWEAllH or PENNSYLVANIA
DtPAAlHENl OF REVENUE
BUREAU or INDIVIDUAL lAkES .
DEPT. taD601
HARAISBUAG, PA 1712I-D601 -=
;'.5 . . t'll) - s>
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 - 9S'- L/ 7.:2.
95102869
02-02-95
LEILA R BECKENBAUGH
123 PENN ST
SHIPPENSBURG PA 17257
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAVHENT AND FDRHS TD.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
ESTATE OF WILLIAM R BECKEN BAUGH
5.5. NO. 204-26-8917
DATE OF DEATH 11-06-94
COUNTY CUMBERLAND
DAUPHIN DEPOSIT BK & T hili provld.d 'h. D.p.rt.ant with tha Infor.atlon Ihhd balow which h.. ba.n IJud In ulculat ing tha
potantlal tax dua. Thall' racord. Indlcata th.t at the death of the abova dec.dent. YOU w.r. a Joint own.r/b.n,'lcl~ry Q' thl. account.
If you fa.1 thl. Infor.atlon I. Incorract, pie... obtain wrltt.n corr.ctlon fro. the flnancl.1 In.tltutlon, attach a COpy to thl. for.
And r.turn It to the above addr.... 'hi. ~ccount i. 'axabl. In .ccordanc. with the Inh.rltanc. TaM law. 0' the Coa.onw..lth of P.nn.ylvanla.
Gu..tlon. ..y b. an.werad by c.lllng 1717' 7.7.15Z7.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0097120154 Doto 01-28-80
Eltabli.had
Account Balance 2,957.25
Percent Ta.able X 16 . 667
Altount SUbjact to Ta. 492.88
Ta. Rate X .06
Potantial Te. Due 29.57
PART TAXPAYER RESPONSE
CUI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
A. ~ Th. above Infor.atlon and tax due I. corr.ct.
~ I. You aay chao.. to r..lt pay..nt to the Ragl.tar of Will. with two copl.a 0' thl. notice to obtain
. dl.count or avoid Int.r..t, or you .ay ch.ck bOM -A- and r.turn thl. notice to the A.gI.t.r of
Will. and an official a.......nt will ba I..ued by tha PA D.part..nt 0' Rev.nu..
To In.ure prop.,. cradit to your account, two
(2) copl.. 0' thit notlc. 'Ult accoapany your
pay.ent to the Aeghtar of Wills. Hake chack
payable tOI -Ragittar of Will., Agent...
HaTEr If tax pay.ant. ara a.d. within thr.e
IS) aonths 0' the decedent'. dah of daath,
YOU .ay deduct a S:C discount of the tax du..
Any Inheritance tax due wll1 bacoae d.lInqu.nt
nine (9) .onth. aft.r the data 0' de.th.
[CHECK ]
ONE
BLOCK
ONLY
B. c:J The above ....t ha. baan or will be r.portad and tax paid with the Penn.ylvanla Inh.,.ltance Tax return
to b. fllad b, tha dec.dent'. repr..antatlva.
C. c=J Tha above Infor.atlon I~ncarr.ct and/or dabt. and deduction. w.r. paid by you.
You au.t coapl.t. PAAT ~ andlar PAAT ~ b.low.
If you indicata a differant tex rate, pl.... .tata your
ralationlhip to d.cedentl
PA
OFFICIAL USE ONLY 0 AAF
DEPARTMENT OF REVENUE
PART
~
TAX IlErURN . l;;OMPI.l'rlhlui'4
LINE 1. Oata E.tabli,had
2. Account aalance
5. P.rcent Ta.able
4. Anount Subject to T8.
S. Debt. and Deduotionl
6. Anount Ta.able
7. Ta. Rate
8. Tax Due
TA;': Oil oJulN'r, T~u3T ACCO\:NT&
of
1
2
3 K
4
5
6
7 K
8
PAD
1
2
3
4
5
6
7
8
CLAIMED
PART
~
DATE
DEBTS AND DEDUCTIONS
DESCRIPTION
AMOUNT PAID
PAID
PAYEE
I
TOTAL (Enter on Lin. 5 of Ta. Conputation)
I
t
Under penal tie. of perjury, I declare that tha
/~ .conPlo~,to,~ but of n./noWlodgO ond bollof.
/~(t/iiA:V"V, "'{~ ~.., t:w(' (I.
I E 51 R VO' f '-.
fach I
have raported above are trua,
~~~~ ~., /') : J - j :' - -
TELEPHO~E NUM9ER
corract and
l})
.. ...
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OfFICIAL TAX ASSESSHENT with nppllcabl. Int.,...t b...d on Infor..tlon
.ub.ltt.d by the flnanClI.1 In.tltutlon.
t. Inh.rlt.nc. tax b.co... delinquent nln. eonth. eft.,. tha d.cad.nt'. d8t. of d.,th.
5. A Joint 'CCDUnt I. t'M.bl. .van though th. d.c.dant', na.e wa. add.d a. . ..tter of convlnlanc..
4. Account. I Including tho.. h.ld b.tw..n hu.band and wlf., which the dlc.dlnt put In Joint n.... within on. y..r prior to
d..th .r. fullW t.xabl. .. tran.f.,...
S. Account. ..tabll.h.d Jolntlv b.tw..n hu.b.nd and wife .ara than on. y.ar prior to da.th are not t.xabl..
6. Account. h.ld by a d.ced.nt "In tru.t fo"" .nothar or other. a,.. t'Mabl. fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. alOCK A - I' the Infor..tlon and coaput.tlon In the not Ie. .r. corr.ct .nd deduction. ara not b.lng clal"d, pl.c. an "X"
In block "A" 0' Part I 0' the "T'Mp'var A..pon.... ..ctlon. Sign two cop I.. .nd ,ub.lt tha. with your ch.ck far the aaount 0'
t.. to tha A.gI.t.r 0' Will. of the county Indlcatad. Th. PA Dep.,.t..nt of Alv,nu. will I..u. an o'flcl.l ........nt
IFora AEV-15,a EX) upon r.c.lpt 0' the r.tu,.n fro. the A.gl.t.r of Will..
z. aLoeK a - If the ....t .pecl'l.d an thl. not Ie. h.. b..n 0,. will b. r.port.d and ta. p.ld with tha Pann.ylv.nl. Inh.rltanc.
Ta. A.tu,.n fll.d bW the d.c.d.nt.. r.pr...ntatlv., plac. an "X" In block "a" of Pe,.t I of the "T'xpay.r Ae.pon.." ..ctlon. Sign on.
cOpy end r.turn to the PA D.p.rt..nt of AIV'nu., Bur..u of Indlvldu.l TaMI', n.pt 110601, Ha,.rl.burg, PA 171za-0601 In the
.nv.lop. provld.d.
5. alOCK C - I' the not Ie. In'o,...tlon I. Inco,.r.ct andlor deduction. are b.lng clal.ld, ch.ck block "C" .nd co.pl.t, Part. Z and 5
'-;~GnU..g 101 the It..~..U\or.I.,.I. b..u.. 3lwn twu .:upl.. &001 IUb.,t the. wlth your ~hec;.. tor tna ..ount af ta. payaol. to thl Raght.,.
0' Willi of ih. county Indlc.ted. Th. PA nep.rt..nt 0' A.v.nu. will I..u. an official ........nt IFo,.. REV-154a EXJ upon r.c.lpt
0' the return froa the Algl,t.,. a' Will,.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Enhr
HOTEl
the d.t. the .ccount orlgln'llY w.. I.tabll'h.d or tltl.d In the .annar .xl.tlng .t data of d..th.
For a d.ced.nt dying .ft.r 12/12/1Z1 Account. whiCh the d.c.d.nt put In Joint na... within anI CI) yaar of d..th '1"
ta.'ble fully.. tr.n,f.r.. tlow.v.r, th.,.e I. an a.clu.lon not to 'Mc.ad 15,000 p.r tran.f.r.. ,..gardl... a' the valu. of
the .ccount or the nuab.r of .ccount. h.ld.
no
I' . daubl. ..t.,.I.k C--I ,pp.ar. b.fo,.. your flr.t na.. In the addr... portion of thl. no~c.~ the
.lr.ady ha. be.n d.duct.d 'roe the account balanc. e. ,..port.d bv the financial In.tltutlon.
fi:::J
.~~~oo .xclU' 00
2. Ent.,. the total b.lanc. 0' the account Including Inter..t .ccruld to the data 0' d..th. '-~
5. Th. p.rc.nt a' the .ccount th.t I. t..able fo,. ..ch .urvlvor I. d.ter.ln.d I. follow'l ~ _
A. Th. p.rcent tl.abl. for Joint ....t. ..tabll.h.d .ore th.n on. v..r prior to thl d.c.dlnt'. d..thl
DIVIDED ay TOTAL NUHIER OF
JOINT OWNEAS
Ex..pl'l A Joint ....t r.gl.t.r.d
DIVIDED IV TOTAL NUHIER OF X laD . PEACENT TAkAILE
SUAVIVING JOINT OWN[AS
In the na.. 0' the d.c.d.nt .nd two oth.,. p.r.on..
,,'
o
I DIVIDED IV J (JOINT OWNEAS) DIVIDED IV 2 CSUAVIVOAS) . .167 X 100 .
16.7X CTAXallE FOA.EAtH SUAVIVO~)
B. Th. p.rc.nt ta.abl. for ....t. cr.at.d within on. yaar of the d.c.d.nt.. d.ath or account. ownad"bY the d.,.dlnt but h.ld
In tru.t for anoth.r Indlvlduall.J Itru.t ban.flciaria.J,
I DIVIDED IY TOTAL NUHIEA OF SUAVIVIH~ JOINT
OWNEAS DR TAUST IENEFlelAAIES
X lao . PEACENT TAXABLE
E.a.plll Joint .ccount r.gl.t.r.d In the na.. 0' the dac.d.nt and two oth.,. p.r.on. and ..tabll.h.d within an. y.ar 0' d.ath by
tha d.cadant.
I DIVIDED IY 2 ISUAVIVORS) . .~o X 100 . 5CX ITAXAllE FOR EACH SURVIVOA)
4. Thl a.ount .ubJlct to tax Clln. 4) I. dat.r.lned by ~ultlplylng the account b.lanc. 111"1 ZJ by the p.,.c.nt t..abl. Illn. 5).
5. f'nt.~ the tat.l D' the tI.bh IIntl d..lunt!""1 II_t.,. I" P.,.t 3.
6. The a.ount taxabl. Cllnl 6) I. d.teraln.d by ,ubtractlng the d.bt. and d.ductlon. Illn. 5) fro. the a.ount .ubJ.ct to tax Illn. 4).
7. Ent.r the .pprop,.lat. tax ,..t. (1In. 7) a. d.t.r.ln.d b.low.
A. For dat.. of d..th occur,.lng aft.,. 6/50/94, the ta. rat.. for tran.f.r. to spou... are a. follow'l
I. Det.. of d.ath on or aft.,. 7/1/94 and be'or. 1/1/96 the ,.at. I. 3X.
2. D.t.. of d.ath on or a,t.,. 1/1/96 .nd be for. 1/1/97 the ,.at. I. 2X.
J. D.t.. of d..th on or a't.,. 1/1/97 and b.for. 1/l/9a the ,.at. I. I~.
4. D.ta. of d..th on or a,t.,. 1/1/91 tran.f.,.. to IpOU... will b. .x.~t f,.oa t'M.
Not" Fo,. d.t.. 0' d.ath prior to 7/1/94 tran.f.,.. to .pou... a,.. ta.abl. at 6~.
I. Tran.f.r. to lln..l de.c.ndant. Including fath.r, .oth.r, .on, daught.r, grandchlldr.n, .on-In-Iaw,
daught.r-In-Iaw, .t.pchlld and th.lr I..u. .,.. ta.abl. at .1. p.rc.nt (6X).
e. Tran.f.r. to .11 oth.,.. IncludlnD broth.r, .I.t.r, uncle, aunt, n.ph.w and nl.c. a,.. taMabl. at flft..n p.rc.nt (ISX).
D. I' you chang. the ta. rat., pl.... .pacl,y you,. r.latlon.~lp to the d.c.dent In the ar.. p,.ovld.d.
a. Th. ..aunt of tax due 111n. a) I. d.ter.ln.d by .ultlplylng the alount t.xable Illn. 6) by the tax rat. Illn. 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabt. and deduction. are d.t.r.ln.d a. folloWl1
A. You l.g.lly .re re.pon.lbl. 'or paye.nt, 0,. the ..tat. .ubJ.ct to ad.lnl.tr.tlon by a per.onll r.pr...ntatlv. I. In.ufflcl.nt
to p.y the d.ductlbl. It....
I. You actually p.ld the d.bt. .ttar d..th 0' the dlc.d.nt and can furnl.h proo' of p.y..nt.
C. D.bt. b.lng olai..d au.t b. It..lz.d 'ully In Pa,.t 3. I' additional space I. n..d.d, u.. plain pap.,. a 1/2" x II". Proo' of
p.y.ant ~.y b. raqu..t.d by the PA O.p.,.t..nt of R.venu..
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)
R€V-~S~~ EX AFP (8-941_
COHHONWEll HI or PENNSVlVANIA
DEPAATHENf OF REVENUE
BUREAU OF INDIVIDUAL TA~ES
DEPT. llD6DI
ttARRISBUAC, PA 171ll-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21-'7~_Jl7~
95102879
02-02-95
ESTATE OF WILLIAM R BECKENBAUGH
5.5. NO. 204-26-8917
DATE OF DEATH 11-06-94
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIfICATE
REHIT PAVHENT AND FDRHS TD.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
LEILA R 8ECKENBAUGH
123 PENN ST
SHIPPENSBURG PA 17257
DAUPHIN DEPOSIT BK & T hu provldad the D.part..nt with the lnfora.tlon listed balow which has b..n u..d In calculating the
pot.ntlal tax du.. Thall' racord. Indlcat. that at tha d.ath of the above deced.nt, you w.ra . Joint own.r/bane'lclary 0' thl. account.
If YOU f.. I thl. Inforaatlon i. Incorrect, pl.... obtnln written corr.ctlon frail the flnancl.1 In.tltutlon, attach. copy to thl. fora
and r.turn It to tha above .ddr.... Thl. account I, taMabl. In accordanc. with the Inherltanc. TaM law. of the Co.~wa.lth of P.nn.ylvanla.
Du..tlona ..y ba anew.rad by c.IIJnQ (717) 117aI5l'.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 4937702122 Doto 02-09-65
Ed.blhhed
Account Dalanc. 1,482.13
Percent T.M.ble X 16.667
Allount Subj.ct to Tax 241.03
T.M R.t. )( .06
Pohntl.l T.. Due 14.82
PART , TAXPAYER RESPONSE
CD, FAILURE TO RESPOND WILL RESULT IN.AN OFFICIAL TAX ASSESSMENT BASEDON.THIS NOTICE
A. ~ Th' above Infor..tlon and taM due I. corr.ct.
1. You aay choo.a to r..lt pay..nt to the R.gI.tar of Will. with two cop I.. of thl, notice to obtain
a dl.count or avoid Int.r..t, or you a.y ch.ck box "A" and r.turn thl. notlc. to tha Regl.t.r 0'
Will. and an official a.......nt will b. I..ued by the PA napart..nt of Revenu..
To In.ura prop.r credit to your account, two
(l) copl.. of thl. notlc. .u.t accoapany your
pay..nt to the Reglat.r 0' Willi. Hak. chack
payabl. tOI '"Raglstar of Will., Agant".
HOTEl If tax pay..nt. ar. .ade within thr..
(5) aonth. 0' the d.c.d.nt.. data a' death,
you .ay d.duct . 5~ dl.count of the tax du..
Any Inherltanc. tax dua will b.co.. d.llnqu.nt
nln. (9) aonth. .,t.r the d.t. of da.th.
[CHECK ]
ONE
BLOCK
ONLY
I. c:J Th. above ....t ha. be.n or will be r.port.d and taM paid with the P.nn.ylvanla Inherltanc. Tax r.turn
to b. filed by the d.c.dlnt., rapr..entatlve,
c. c=J The above Infor.atlon I~ncorract and/or d.bt. and d.ductlon. wer. paid by you.
You aust co.plata PART ~ and/or PART [!] b.low.
If you indic.t. . different taM r.t., pl.... .tat. your
ralationship to dacadent,
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX RETURN - COMPUTATION
LINE 1. D.t. Eatablishad
2. Account Bal.nc.
3. Percent T.xabl.
4. Aaount SUbjact to r..
5. Dabt. .nd Daduction.
6. AMount Ta.abl.
7. T.x Ret.
8. T.x Dua
OF
1
2
3
4
5
6
7
8
K
TAX ON JOINT/TRUST ACCOUNTS
PART
@]
DATE
DEBTS AND DEDUCTIONS
PAn
1
2
3
4
5
6
7
8
CLAIMED
x
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL IEnter on Lin. 5 of Ta. COMput.tion)
I
.
Under pan.ltia. of parjury, I daclar. th.t the f.ct. I
cOMpl.t. to the bast of my knowledge and baliaf.
Lie!..... - f'. ~ K,.! ~ ~ lIf i".lU "I.
I TA~AVEt( SIG'N)(iuRr v '
have raportad above ara tru.,
HOME (?~'l 1 ,'1";5;':
WORK ( )
TELEPHON NUM8ER
corract .nd
, "'/''!
14"' _ /
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with appltcabla Int.r..t b.,.d on Infor..tlon
IUhlttad by the flnancl.1 Inltltutlon.
2. Jnharlt.nca t'l( beco... d'lInquant nine eonthe ."'1' the dlcadent'. d.ta 0' d..th.
:So A Joint ,ccount I- t.x.bl. .van though the d,c.dent's n... w.. added a. . ..tt.r of convanience.
4. Accounh IIncludlng tho.. h.ld batw.en hUlband and wlf.) which the dac'dent put In JoInt n.... within on. y..r prior to
d.ath .f'. fully t.""bh .. tran.far..
5. Account. ..tabllshed jointlY b.tw.an hu.band anc:l wlf. '01" than on. y..r prior to da.th ar. not t.x.bl..
6. Account. held by . d.cad.nt "In trust far" Math.,. or othar. ara t..abl. fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. ILOCK... If the Infor..Uon and coaput.Uon In tha notice '1'. correct and d.ductlona ar. not baing chl.ad, pl.ca an -X"
In block "A" 0' Part I 0' the "Tlxpay.r R..pon.... ..ctlon. Sign two copl.. and .ub.1t th.. with your ch.ck 'or the .aount 0'
t.. to the R.ght.,. 0' Wills of the county Indlcat'd. Th. PA D.part.ant of A.v.nu. will JIIU. an offlcl'l .......ant
Ifora REV-1SU EX) upon rec'lpt 0' the return 'roe the A'lIhte,. 0' Wills.
2. BLOCK I .. If the ....t .p.clflad on thh notice h.. bean or .,111 b. reported and t.. paid with the Pannlylvanla Inh.rltance
Tax A.turn 'l1.d bV the d.ced.nt'a r.pralantetIv., place an "X" In block -... 0' P.rt I of the "ra.p.y.r R..pon.... "cUon. Sign on.
copy and return to the Pi n.partaant a' R.v.nu., Bur.au of Indlvldu.l TaM", Dapt Z10601, H.rrlsburg, PA I71ZI.0601 In the
env.lope provld.d.
S. 8LOCIl C - If the notlc. Infor..tlon h Incorr.ct and/or deduction. ara b.lng cla..ed, check block "C" and co.pl.ta Part. Z and :s
,c..:ordlng to tha Inl.ructlons below. Sign hill celli.. .nd 11oI:)1;1t th.. with vnu,. check 'or the ..ount 0' t.x pay.bla to the A.gllh,.
0' WIU. of the county Indlcat'd. Tha PA D.pa,.t.."t Q' Rav.nu. will I..u. an offlci.l ........"t (For. REV-1548 tKJ upon rIIc.Jpt
0' the raturn fro. the A'glsh,. 0' NUll.
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
I. Enhr
HOTE.
the d.t. the .ccount orlgln.Uy w.. utablhh.d 0,. titled In the aanner .d.tlng at data of d..th.
For. d.cedent dvlng aft.r 121'12/821 Accounts Which the daced.nt put In Joint n.... wlthln(ar~"'lJ y..r of
taMabl. 'ully a. tr.n.far.. How.v.r, th.r. Ie an 'xclu.lon not to 'Mc.ad U,GDD p.,. tran.~,k' r.gard!...
the account or the nuab.r of accounts h.ld, ~: I , ::)';
If a double ..taritk (1111) appa.r. b.fo,.. your flr.t n... In the .ddr... portion of thh notlc., the 13,000
alra.dY ha. be." deduct.d fro. the .ccount balanc. .. report.d by the financial In.tltutlon. (
b
2. Ent.r the total balanc. of tha account InclUding Int.r..t accru.d to the d.t. 0' death.
3. Th. parc.nt 0' the account th.t II taxable for "ch .urvlvor 11 datar_Ined .. follow.. N
A. The percant taxable 'or Joint auets ..tablhh.d IlOra than ana y..,. prior to the d.c.dent'. da.th, u
d..th are
of the :!f!lua of
~n:
.. ('
..clu.lon
I DIVIDED BY
TOTAL HUHBER OF DIVIDED BY TOTAL HUHBER OF
JOINT OWNERS SURVIVINC JOINT OWNEAS
Ex.."I., A Joint ....t r.ghtar.d In tha n... of tha dlcedant and two oth.r p.r.on.. .r,; . .
1 DIVIDED BV 3 (JOIHT OWNERS) DIVIDED BV Z ISURVIVORS) . .167 X 100 16.1% (TAXABLE Fo~iAcit SUAVIVQA)
x
lOG
. PEACENT .TAXABLE
...:,?
(.; <.-
I. Th. percant ta..bl. for ....t. cr..t.d within on. y..r of the dlc.dent.. daath or account. owned by the d,c.d.nt but h.ld
In tru.t for anoth.r Indlvldu.U.) Itru.t ben.fleI.rle.h
I DIVIDED BY TOTAL NUHBER OF SURVIVING JOIHT
OWNEAS OR TRUST BENEFICIARIES
K 100 . PERCENT TAXABLE
En"'la, Joint account ".ghhrad In the na.. of the dacedant and two othar par.on. .nd ..tabllehed within on. y..r 0' death by
tha dec.d.nt.
I DIVIDED IV 2 (SUAVIVOAS) . .50 X 100 . 5G;( (TAXABLE FOR EACH SURVIVOR)
4. Th. .aount .ubJ.ct to t.x Illn. 4) I. d.tar.lnad by aultlplYlng the account bal.nce Illn. ZJ by the p.rcent taxabl. Illn. 3).
5. Ental' the tot.l of the dabts and d'ductlon. I hhd In P...t 3.
6. T11.. _uUIli. '.......1.. :11.....n :. tJ.l..,..it,..; L., .....\I...i.ll1101 u,. ..i:l~. ....: 1$...:.....\1.,.,. :11,',4 :) (1'':'':; U",. Cl.o..,J.olt ...t;JC.:It to: ~c:.( (line.
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7. Enhr the approprlata talC rat. Uln. 7) a. d.t.r.lned b.low.
A. For dat.. of d.ath occurring .ftlr 6/30/9~, the tax rat.. for tran,'er. to 'pou.a. ar. .. follow.,
1. Oat.. of d'ath on or after 711/94 .nd b.fore 1/1196 the rata It 3;(.
Z. O.t.. of duth on or aft.r 1/1/96 and b.for. 1/1/97 tha ret. It Z;(.
3. Oat.. of d.ath on or after 1/1/97 and b.for. 1/1/98 tha rat. I. 1;(.
4. O.ta. of death on or .ft.r 1/1/98 t,.an.f.r. to .pou... will b. ....pt fro. taM.
Not., Far d.t.. of death prior to 711/94 transf.r. to .pou.., ar. taMabl. .t 6;C.
8. Tran.f.r. to IIne.l d"c'ndanh InclUding father, 'oth.r, .on, deughtar, grandchlldran, .on.ln-law,
d.ughtar.ln"law, .tapchl1d and th.lr I..u. '1', t...bl. .t .he p.rcent (6;(J.
C. Tran,'.rl to .11 other. InClUding broth.r, .lat.r, uncia, aunt, neph... and nl.ce '1" ta.abl. .t flfta.n p.rcent USiU.
D. If YOU chltng. the tax rata, pl.... .p.clfy Your ral.tlon'hlp to the dQcedlnt In the ar.a provldad.
I. Th. ..aunt of tax dua lUna 8) Is d.t.r.lnad by ,ultlphlng the a,ount t.xabl. Clln. 6) by the ta. rat. Illn. 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabla dabts end d'ductlon. ar. d.t.r.ln'd .. fallow.,
A. You l.gally ar. re'pon.lbl. 'or paY'ant, or +h. ..tate .ubJact to ad'lnhtr.t1on bv a per.onal r.pre.antatlv. 1a In'ufflchnt
to p.y tha d.ductlbh It....
I. You actually peld the dab" aftar d.ath 0' the d.c.dant and can furnhh proo' of paV"nt.
C. O.b.. b.lng d.l.ed IN.t b. U..iud fully In P.rt 5. 11 'ddltlonal .p.c. Ie n..d.d, Uti plain p'p... 8 IIZ" x 11". PrOD' of
p.y.ant .ay ba r.qu..t.d by the PA D.part..nt of Aev.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. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY)
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REV-l543 EX AFP (8-941 *
CDMOHWUL UI or PENNSYlVANIA
DEPARlHENI Of P[\lO,,1(
BUAUU OF INDIVIDUAL 'UEI
DfPl. lID6GI
IlARAISIUAO, PA 11UIl-DUI
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
NO. 21 - 'i:, - ~ 1.v
95102870
02-02-95
TYPE OF ACCOUNT
~ SAVINGS
CHECKIND
TRUST
CERTIFICATE
REHIT PAVHENT AND FDRHS TD.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
FILE
ACN
DATE
ESTATE OF WILLIAM R BECKENBAUGH
5.5. NO. 204-26-8917
OATE OF DEATH 11-06-94
COUNTY CUMBERLAND
DONALD R BECKEN BAUGH
805 CRESCENT DR
SHIPPENSBURG PA 17257
DAUPHIN DEPOSIT BK & T h.. provld.d the O.p.rt..nt with the Infore.Uon I htad below wttlth hu b.an uud In nlcul.Ung the
pot.ntlal tax dua, Thalr ncord. Indlcat. th.t .t th. lluth of the above dec.d.nt, you w.r. . Joint owner/b.n.flclary a' thl. .ccount.
11 vou fa.l this Infor.aUon Is Incorr.ct, pl.... obtain wrltlan ctlrractlon fro. the flnancl.1 Institution, ,.\tach II copy to this for.
-'~d ....t",.,. It t: 'h, Ilt..~\.lt ........,., TI"I" ....,...~".t I" .."....1,. lot ...,.,...tl.."C'.. ...I~" .,.. 1,.....,.1._-. ,,," ,_.." t.... r:~"Jt" ft' P,"nf''''lvanl.
Gu..llon. ..y b. .n.w.rad bv calling (711) 7a7-IIS27.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0097120154 Doto 01-28-80
Eat.blhh.d
Account Balanca 2,957.25
P.rcant Ta.abl. X 16 .667
Allount Subj.ct to Ta. 492.88
To. Rob M .15
PotanUal Ta. Due 73. 93
PART TAXPAYER RESPONSE
COI FAILURE TO RISPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
A. ~ The above Infor.atlon and ta. due I. corr.ct.
~l. You ..y chao.. to r..lt p.yaent to the R.glst.r of Will, with two cop I.. of this notIce to obtain
. discount or avoid lntar..t, or YOU ..y chIck bOM '"... and r.turn thl. notlc. to the R.gi.t.r of
Will. and an official ........nt will bl I..uad by the PA Depart.ant of A.v.nu..
To Inlure prop.r cr.dlt to your aCCDl.W'lt. two
CZ) copl.. 0' thh notlc. lust .ccoepany your
p.y.ant to the Aeglstsr of Wills. Hall. ch.ck
pay.bl. tOI -R.ghter of Wills, Ag.nt...
HOTEl If t.x p.y.antl .r. ..d. within thr..
eS) .onth. of the d.c.d."t'. data of duth,
you ..y deduct. S:C dhcount 0' the tax du..
Any lnharlt."c. taM due will beco.. d.lInqu.nt
nIne C91 ItOnth. .ftar the data of d..th.
[CHECK ]
ONE
BLOCK
ONLY
I. c:J Th. above a...t hat b.." or will b. r.port.d and ta. p.ld with the P.nnsylvanl. Inherlt.nc. Tax r.turn
to be '11.d by the dec.dent'. repr..entatlve.
C. c:J Th. above Infor.atlon I~ncorr.ct and/o~.bt. and deduction. w.r. paid ~y you.
You BU.t cO.plet. PAAT ~ and/or PAAT ~ b.IDW.
If you indicat. a diff.r.nt ta. rat., pl.... .t.t. your
r.lationship to d.cadant.
PART
~
lAX RETURN - COMPUTATION
LINE 1. Doto E.tobll.h.d
2. Account Bal.nc.
5. Parc.nt TaMabl.
4. AMount Subjact to T.x
S. Dabt. and Daduction.
6. AMount TaMabl.
7. Ta. R.ta
a. Ta. Du.
OFFICIAL USE ONLY 0 AAF
PA OEP^RTHENT OF REVENUE
TIIX ON JU1NT/'fRUlll ACl;UUlll'b
ut'
1
2
3
4
5
6
7 X
8
DEBTS AND
PAil
1
2
3
4
5
,6
7
8
DEDUCTIONS CLAIMED
M
. PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEntar on Lina 5 of T.. Conput.tlon)
I
.
Undar pan.ltl.. af parjury, I d.clar. th.t tha facts I
conplata to tha ba.t 0' ny knowladga and bali.f.
~T~/
hava raportad .bova ara tru., corr.ct and
HOME (7.:;17 I '5""~ 'f-.1 .r.7'~('
WORK ( _' I _
TELEPHO NUM8
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appllcabl. Int.nlt lIu.d on Infor..tlon
lubeltt.d by the flnanci.l Institution.
Z. Inh.ritanc. t.x b.cu..a d.llnquent nln. aonth. aft.r the d.c.d.nt.. data of d..th.
5. A Joint .ccount I. ta..bl. .van though the d.c.d.nto. na.. w.. added a. . ..tt.r of conv.nl.nc..
~. Account. (Including tho.. h.ld betw..n husbend .nd wlf.) which the d.c.d.nt put In Joint n.... within on. yaar prior to
d..th are fully ta..bl. a. transf.r..
5. Accounts ..t.bllsh.d Jointly betw..n hUlband and wU. .or. than on. y..r prior to d..th .r. not t.ubl..
6. Account. h.ld by . d.c.d.nt '"In tru.t for'" another or other. are t...bl. fullv.
REPORTING INSTRUCTIONS - PART
- TAXPAYER RESPONSE
1
1. BLOCK A . If the Infor..Uon and coaput.tlon In the notlc. ar. corr.ct IInd d.ductlon. ar. not b.lng clal.ad, plac. an '"M'"
In block '"A'" of P.rt 1 0' the '"Taxpay.r A"Pon..- ..ctlon. Slun two cop I.. and .ub.lt the. with your ch.ck for the .eount of
t.. to the A.gl.t.r 0' Will. of the county indlcat.d. Th. PA a.part..nt of R.v.nu. will I..u. .n of'lclal ........nt
(For. AEV.15~1I EM) upon r.celpt of the r.turn frOB the A.gl.t.r of Will..
z. BLOCK I . If the ..,.t .pacl'l.d on thl. not Ie. ha. b..n or will b. r.port.d and tax paid with the P.nn.ylvanla Inh.rltanc.
T.. A.turn ,II.d by the dec.d.nt.s rapr.,.ntatlv., place an '"X'" In block '"I'" of Part I a' the "TaMp.y.r Ae.pon.." ..ctlon. Sign on.
copy and r.turn to tha PA Dap.rt..nt Q' R.v.nua, Bur.au of Individual TaM.', Oapt ZlI0601, Harrl.burg, PA 171ZII.06Dl In the
env.lop. provld.d.
5. BLOCK C - If the not Ie. Infor..tJon I_ Incorr.ct and/or d.ductlon. ar. b.lng c._I..d, check block '"C'" and coapl.t. Part. Z and 5
according to the In..ructlons b.low. Sian two caple. and subelt tha. wlth your check for the ..ount of t.. payabl. to the R.gl,t.r
of Will, 0' the county Indlcat.d. Th. PA D.part..nt of R.v.nu. will I..u. an official ........nt Ifora AEV-15411 EX) upon r.c.lpt
0' the r.turn fro. the Aaal.t.r of Will..
TAX RETURN - PART
- TAX COMPUTATION
2
LINE
1. Ental'
NOTEI
the d.t. the account orlgln.lly wa. ..tabll.had or tltl.d In the .ann.r ..Istlng at data 0' d..th.
For a d.c.d.nt dying .'tar IZ/IZ/IIZI Account. which the d.c.d.nt put In joint n.... within on. 11) y.ar of d..th .ra
ta..bl. fullY .. tr.n.,.r.. Ilow.v.r, th.re h an 'Mclutlon not to 'Mc..d 1:S,000 p.r tran,"r.. ng.rdl... of the v.lu. 0'
the .ccount or the nuab.r of account. h.ld.
Z,
3,
[, . double alt.rl.k I~M) appe.r. b,'or. your flr.t n... In the addr... portion of thl. notlc.,
alr..dy ha. b..n deduct.d fro. the .ccount b.lance .. r.port.d by the financial In.titutlon.
no
Ent.r the total b.lenc. of the account Including Inhr..t accrued to the data of d..th. c:: i'-
Th. percent 0' the account that I. taxabl. for .ach .urvlvor I. d.t.r.ln.d a. '~llow'l
A. Th. parcent t.Mabl. for JoInt ....t. ..tabll.h.d .ore than on. ya.r prior to the d.c.d.nt', d..thr
the 15,000 'Mclu.lon
'..i':
'-;,
_::0
\1"1
EMaaplll
TOTAL NUMBER OF
JOINT OWNEAS
A Joint a.,.t real.t.rad
X 100 .
L,
~...
DIVIDED BY
DIVIDED BY
TOTAL NUMaER OF
SURVIVING JOINT OWNERS
the d.c.d.nt and two other p.r.on..
PERCENT TAXABLE
In the na.. 0'
r:..~
16.7X (TAXABLE FOR EACH SUAVIVORJ
I DIYIDED BY 5 IJOIHT OWNERS) DIVIDED BY Z (SUAVIVORSJ . .167 X
100 .
B. Th. percant t.Mabl. for ....t. cr..t.d within on. y.ar of the d.c.dent.. d..th or account. own.d by the decad.nt bUt h.ld
In tru.t for anath.r IndlulduaU.J Itru.t b.neflclarle.)r ;J
I DIVIDED BY TOTAL NUHBER OF SURVIVING JOINT
OWNERS QA TRUST BENEFICIARIES
X 100 . PEACEHT TAXABLE
fL-!
Exa.plel Joint account r.al.tar.d In the n..a of the dec.d.nt and two oth.r p.r.on, and ..tabll.h.d within one y.ar 0' d.ath by
the d.cadent.
I DIVIDED BY Z (SUAVIVORSI . .50 )C 100 . 50le (TAXABLE FOR EACH SURVIVOA)
~. Th. a.ount SUbject to tex (lln. ~) I, d.t.r.lnad by .ultlplVlna tha account b.lanc. (1In. Z) by the p.rc.nt t.x.ble Illn. 5J.
S. Ent.,. tho: tohl of th: c!ltbtfl: 3"d d::uc':lo:u :'!:I':':~ 1,", r..,.\ :.
6. Th. aeount t...bl. (IIna 6) h d.taralned by lubh'actlna the d.bt. and deduction. I1ln. SJ fro. the lIaount ,ubJ.ct to taM I1ln. 4J.
7. Ent.r the approprlat. t.x rat. Cline 7) a. d.ter.ln.d b.low.
A. For d.t.. of d..th occurring after 6/30/94, tha tax rat., far tran.fer. to .pou... ar. a. follow..
I. C.t.. of d..th on or .,t.r 7/1/94 and before 1/1/96 the rat. I. :sX.
Z. Oat.. 0' d.ath on or aft.r 1/1/96 and bafor. 1/1/97 the rat. I. ZX.
:So O.t.. of daath on or .,t.r 1/1/97 and b.for. 1/1/91 the rat. I. IX.
4. c.t.. of d.ath on or aft.r 1/1/91 tran.f.r. to .pau... will b. ....pt fro. tax.
Hot'l For d.t.. of d..th prior to 7/1/94 tran.f.r. to .pou... ar. taxabl. at 6X.
B. Tran,'.rs to llnaal dascendant. IncludIng f.th.r, 80thsr, .on, daughtar. grandchlldron, .0n~lnplaw,
d,ught.rpln-Iaw, stepchild and th.lr I..u. ar. ta_abl. at .IM parc.nt 16XI.
C. Tran.f.r. to all oth.r. IncludIng broth.r, .I.ter, unci., aunt, n.phew and nl.c. are taMabl. at ,Ifte.n p.rc.nt (ISX).
D. If you changa the tax rat., pl.... .paClfY your ralatlon.hlp to the decadent In the ar.a provld.d.
The .eount of t.x due Illn. 8) I, d.tar.ln.d by aultlplylna the a.ount t.x.bl. (1In. 61 by the tax r.t. Clln. 1).
"
""
a,
CLAIMED DEDUCTIONS - PART
DEBTS AND DEDUCTIONS CLAIMEn
3
Allow.bl. d.bt. and d.ductlon' are det.r.ln.d al 'ollow'l
A. You l.g.lly ar. r..pon.lbl. for p.ye.nt, or th. ..tat. .ubJ.ct to adelnl.tratlon by . p.r.onal r.pr...nt.tlv. I. in.uf'lcl.nt
to pay the d.ductlbl. It....
B. You actu.lly paid the dabt. aft.r d.ath a' the dac.d.nt and can furnl.h proof of pay..nt.
C. D.bta b.lng clal..d .u.t b. It..lz.d fully In Part 3. If addltlon.l .pac. I. ne.d.d, u.. plain pap. I' I I/Z'" x II'". Proo' of
p.y.ant ..y b. r.qu..t.d by the PA nep.rt.ent of Aav.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 (7171 787-8327. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY)
REV-154J EX AFP (80941_
COHHOHW[llflt or PENNSYLVANIA
DEPART"ENT Of" REVENUE
BUR(AU OF INDIVIDUAL U)lES ,
DEPJ. ZaD6al
HARRISIURG, PA 11111-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
NOdI ~q'5-<-(7~
95102880
02-02-95
TYPE OF ACCOUNT
~ SAVINGS
CNECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FDRHS TD.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
FILE
ACN
DATE
ESTATE OF WILLIAM R BECKEN BAUGH
5.5. NO. 204-26-8917
DATE OF DEATIl 11-06-94
COUNTY CUMBERLAND
DONALD R 8ECKENBAUGH
805 CRESCENT OR
SIlIPPENS8URG PA 17257
DAUPHIN DEPOSIT OK & T ha. provided tha Dlpart.anl with th. Infor.aUon I htad b.low which h.. bean L1l1d In calcuhtlne tha
pot.ntlal tax due. Th.lr r.cord. Indlcat. that at the death of the above dar.eu.nt, you w.r. a Joint ownar/b.naflclar~ of thl. account.
If you f.. I thh Inlor..atlo" II Incorrect, pl.... obtai,.. WI' It h." C'orractlon fro. tha financial In.tltutlon, attr.ch " copy to thh for.
Ind rllturn It to th. above .ddr.... .hl.ICt'ount Ie tallabl. I" accordance with t.... Inh.ritanu T.x law. of the Co..on~..lth uf Pannl'lll,,"nla.
Que.tlon. ..y b. anew.r'd by calling I/./J '.'.b~l;.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 4937702122 Dot. 02-09-65
e.tab11.h.d
Account a.l.nc. 1,482.13
P.rc.nt Ta.abl. )( 16 .667
Altount Subject to Tax 247.03
T.x R.t. )( .15
PotonUol lox Duo 37 . 05
PART TAXPAYER RESPONSE
CUI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICe
A. r1X Th. above Infor..tlon and tax due I. corr.ct.
~l. You .ay choo.a to ra.lt pay..nt to the Rlgl.t.r of Will. with two cople. of thl. notlca to obtain
. dl.count or avoid Inter.at, or YOU .ay chack box '"A" and r.turn thl. notlc. to the Regi.ter 0'
Will. and an of'lcl.1 ....,...nt will b. I,.uad by th. PA D.part..nt of R.v.nu..
To In.ur. prop.r cr.dlt to your .ccount, two
(Z) copl.. 0' thl. notice lU.t .ccolpany your
pay.ant 10 the Aagl_t.r of will.. Hak. ch.ck
payablt tal "R.gitt.r of Wills, Agant'".
NOTEI If taM pay.ant. ara .ad. within thre.
es) Iantha 0' the d.c.dant'. data of daath,
yoU .ay deduct a 5~ discount of tha ta. due.
Any Intlarltanc. tax dua will baco.. dallnquent
nine (9) eonth. aft.r the data of d..th.
[CHECK ]
ONE
BLOCK
ONLY
B. c:J The abova ....t he. bean or will b. reported and tall paid with tha Pannaylvenia Inh.rltanca Tax return
to b. filed by tha dlcadent.. repr...ntatlv..
C. 0 Th. I'lbova Infor..Uon IMncorr.ct and/o~abh and deduction. w.r. paid by yOU.
You .u.t co.pla'. PAAT ~ and/or PART L!J b.low.
If you Indlcat. a dlff.rant tax r.ta, pl.... .tat. your
r.l.tlon.hlp to dacad.nt.
PART
@]
'l'M.
lINE
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
RETU~N COl1rnrr.TIOr:
1. D~t. E.t.bll.h.d
2. Account B.l.nca
3. P.rcent Taxabl.
4. AMount Subj.ct to Ta.
5. D.bt. and Deduction.
6. Anount T...bl.
7. Ta. Rat.
8. Ta. Du.
or TtoX
1
2
3 K
4
5
6
7 X
B
ON JOu:r .rrn...t-:~. ,l\CCO!.!"~'!'P.
- ..,
, hI-'
----.--....- --....--
PART
I!l
DATE
DEBTS AND
1
2
3
4
5
6
7
8
DEDUCTIONS CLAIMED
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Ent.r on Llna 5 of Tax Conputatlon)
I
.
Under p.naltl.. of
conplat. to the b..t of
~~~
p.rjury, I dacl.ra th.t tha fact. I
ny knowledga and ballaf.
have reported above ar. trua, corract and
HOME l7 ~? ) --.J.7-/. 6 9,...7
WORK (' fl )
TELEPHO NUMBER
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAM ASSESSHENT with IIppllcabl. Int.r..t b.ud on Inlon.tlon
lub.itt.d by the flnancl.1 In.tltutlon.
I. Inh.rltanc. t.. baeD.e. delinquent nln. eonth. .lIar the dae.d.nt's data of d..th.
S. A Joint account I. t..abl. .van though the d.c.d.ntt. n... w.. .dded a. a .att.r of conv.nlance.
It. Account. llncludlnl thou hald b.twa.n hUlbend and wi'.. which the d.c.dent put In Joint n.... within on. y..r prior 10
d.sth .r. fullw t...bl. a. tran.fer..
\. Account. ..tabll~.d Jointly b.tw.." hUlb~ and wlf. .or. than on. y.ar prior to d..th .re not taxable.
.. Accounts held by . d.c.dlnt "In trust 'or" anolhar or oth.r. .ra t.xable 'ully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BIDCK A . If the Infureatlon and co.putt,lon In Ihe notlc. .r. correct and d.ductlon. .r. not b.lnD cl_le.d, pl.c. an "X"
In block "A. 0' Part I 0' the "TaMp.var Aupon... ucUon. Sign two copl.. find ,ub.it thaI with your ch.ck for the a.aunt of
t.. to the RIghter of will. of the county Indlut.d. The PA D.part..nt of R.v.nu. will luua an official ........nt
IFat. REV' IS'" EX) uPon receipt of the raturn fro. th. R.alshr of Willi.
2. BLOCK.. If the ".at ,peclfl.d on thil notlc. hI' b..n or will be r.port.d .nd tax p.ld with the Penn.ylv.nla Inheritance
T.. A.turn filed by the dlc.dent.. rapr.s.nt.tlv., placa an "k- In block ..... of Part I of the "Ta.p.y.r A..pon.... ..ctlon. Sign on.
cOpy and r.turn to the PA Oaput..nt 0' Revenue, Bur..u of Individual ....., D.pt ZlID601, ttarrhburg, PA 17121-0601 In the
env.lop. provid.d.
S. BlOCK C . If the notlc.. In'or..tlon II Incorr.ct and/or deducHon. ara to.lroO chl..d, r.heck block "C" and cOIIPI.ta P.r" landS
.o::~~...!...-: t.. ...~ 1...........1,..' ..~1.... !lIe'" tu,. "=l'I~1 r""f c\.-t>."I' .."'- . ,'to ~'l"ur tt'"o;:". '0;' ~". ..~v.,t 0' t.:: l"'-'lI..h',1 ',; \tl. lI.s1r~'~
of Willi of the county Indicated. Th. PA Depart..nt of A.v.nue w1l1 I..u. an official ........nt CFor. REV-IS". EX) upon racalpt
of the r.turn 'roe the Aagittar 0' Wills.
TAX RETURN - PART
- TAX COMPUTATION
2
LINE
1. Entar
NOtEl
the d.t. the account originallY wal e.tabllshad or titled In tha .ann.r .xl.tlng .t data 0' d.ath.
For. d.caJant dying .ftar lZ/12l1lZ1 Account. which tha dacad.nt put In Joint n.... within ana C I) ya.r of de.th ar.
hubl. fully.. tran.f.ra. How.var, th.re h an .xclu.lon not to ."c.ad lS.aaD p.r tr.n.f.ra. r.g.rdl... of the ....11.1. of
the account or the nuebar 0' .ccounts held.
..
5.
If . double ..t.rllk 111111 app..rl bafore your first na.. In the addra.. portion of thit notlca,
alr.ady h.. b.an d.ducted '1'0. the account b.l.nc. es raporhd by the financial In.tltutle'l'\J
Enhr the total balanc. 0' the account Including Int.n.t accru.d to the dah of duth. C "
Th. p.rcent 0' the account th.t I. talll8bl. for alllch .urvlvor h d.hraln.d a. follow. I
A. Th. parcant t.xabl. for Joint ...... ..tabllsh.d .ore than on. yaar prior to the d.cad.nt'. d..thl
the tS,DaD .lIclu.lon
,.-:- -:",?J
\."
EMsapl.,
TOTAL HUH!EA OF
JOINT OWNERS
A Joint ....t raglstered
X 100
. PEACENT TAXABLE
,-
en
DIVIDED IV
DIVIDED BV
TOT AL NlmIER OF
SURVIVING JOINT OWNERS
the decadant and two oth.r person..
In the n..e of
,,'
I.:...l
16.n: ITAIClBlE fOR UCtt SUAVIVOAI
I DIVIDED IV S IJOINT OWNERSI DIVIDED BY 2 (sURVIVORS) . .161
.
loa
I. Th. p.rc.nt taxabl. for ....t. craatad within on. year of the d.c.d.nt". d.ath or .ccount. own.d by th..dec.d.nt but h.ld
In tru.t 'or anothar IndlvlduaUaJ (tru.t ban.flelari..11
I DIVIDED BV TOTAL NUHBEA OF 5UAVIVING JOINT
OWNERS OA TAUST aENEFICIAAtES
x 100 . PERCENT TAkABLE
" .
Enapl'l Joint account r.glsterad In the ha.. of the decad.nt and two oth.r p.rson. .nd ..tablhh.d within on. yur of duth by
the dac.d.nt.
I DIVIDED IY Z ISURVIVOASJ . .50 k 100 . sa:c ITAMABlE FOR [lClt SUAVIVDR)
,.. 'ha a.ount ,ubJ.ct to taM ClIn. It) h d.l.ralnad by .ultlptylng the .ccount balanc. Clln. Z) by the parcant tallnbl. Illn. SJ.
5. Ent.r the tot.l of tha d.bt. and d.ductlon. lhtad In Part S.
6. Th. ..,:,unt tallabl. Illn. bJ I. d.tar.lned by .ubtmcting the dabts and deductllH\1 (llna!lll fro. tha ..ount ,ubJ.ct to tall C1Jna "J.
7. Ent.r the approprlat. t.x rata Illna 7) a. d.t.r.lned balow.
A. for d.t.. of d..th occurring a't.r 6/10/9,., th. tall rat" for tran.fqrs to spou.a. ar. a. follow'l
1. Dat.. of duth on or aft.r 1/1/9/i and b.for. 1/1/96 the rate h n.
2. Oat.. 0' duth on or aft.r 1/1/96 and b.for. 1/1/97 the rat. h 2:C.
1. Data. 0' da.th on or aft.r 1/1/97 and b.for. 1/1/91 the rate I. 1:C.
/i. Data. a' duth on or aftar 1/1191 tranlf.r. to .pous.. will b. .....pt frc. ta..
Not'l For dat.. of d..th pdor to 71119" tranlf.r. to .pou... .1" taubl. at 6;(.
B. Tr.n.f.rs to IIn.al d..cendant. Including fath.r. .oth.r, lon, daught.r, grandchlldr.n, .on-In-I.w,
daught.r-tn-Iaw, .t.pchlld and their it.ue .r. t..abla at she p.rc.nt 16:C).
C. Tran.f.rs to all othar. Including brothar, .I.t.r. unci., aunt, n.ph.w and nlac. ar. tallabl. at flfte.n p.rc.nt (15:CI.
D. If YOU ch.nge the tax rat., pl.... .paclfy your ralatlonshlp to the d.c.d.nt In the ar.a provided.
I. Th. ..ount 0' tall due Illn. It I. dat.r.lned by aultlplylng the .aount taM.bla lllna 6) by the taM ra', tllna 71.
CLAIMED DEDUCTIONS - PART
DEBTS AND DEDUCTIONS CLAIMED
3
Allowabl. d.bts and d.ductlon. are d.tar.ln.d .. follow'l
A. You I.gally ar. r.spon.lbl. far pllly..nt, or the e.tata 'ubJact to Dd.lnl.tre'lon by . p.r.on.l r.pr...nt.tlv. Is In.ufflcl.nt
to p.y the d.ductlble It....
B. You ectually paid the d.bts aft.r duth of the d.c.d.nt and can furnith proa' of pay..nt.
C. n.bt. baing clal..d aust b. Ihaltad fully In Part 1. If additional spnce It n..d.d, u.. ph In pap.r a I/Z" x 11". Proof of
pay..nt ,'.y b. r.qua.t.d by the PA Dapart..nt 0' R.v.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. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY)
-I --. ............ _. .~ -.
.
----- -- --- ---- - -..-....-
,. __>.. __ .__ __._ __ _____ .._. _.__ ____ ~._ .._ __ .____ _ _ _._ .__ _~.' _,.,. _ ___ __ _. ___ ~" ___ ...._ u._ __ .~.
II 'A <A 047896 COMMONWEALTH OF PENNSYLVANIA
NO. < < DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
.
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IIV-I162 II 1."'1
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
RECEIVED FROM:
i
LEILA R 8ECKENBAUGH
123 N PENN STREET
95102869
.29.57
95102879
$14.82
SHIPPENSBURG PA 17257
ESTATE INfORMATION:
~ fiLE NUMBER
~ 21-199:1-0472
EJ NAME Of DECEDENT (LAST)
II DATE Of PAYMENT
m POSTMAR E
COUNTY
SSN 000-00-0000
(fiRST) (MI)
DATE Of DEATH
m TOTAL AMOUNT PAID
$44.:39
DO
REMARKS
LEILA R BECKENBAUGH
,'~\ 'J
RECEIVED BY /1/( '"I,', ,:I" , '
_/ SIGNAl'uRf..
f/ .,./ ~:.. /;.' I ~ '
MARY C. LEWIS '
REGISTER OF WILLS
SEAL
CHECK" 136
REGISTER OF WillS
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.~ COMMONWEALTH OF PENNSYLVANIA
~,' DNO. AA 047902 DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
',I'V-U6111,n4!
RECEIVED FROM:
a
ACN
ASSESSMENT 'l'
CONTROL I:lI
NUMBER
AMOUNT
DONALD R BECI<ENBAU13H
8015 CRESCENT DR
95102880
.37.015
REGISTER OF WILLS
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~NATURf I
MAR V C. LEWl I
REGISTER OF WILLS I
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SHIPPENSBURG PA 172157
''It.o:
ESTATE INFORMATION,
~ FILE NUMBER
U 21-19915-0472
EJ NAME OF DECEDENT ILAST)
II DATE OF PAVMENT
m POSTMAR
COUNTY
SSN e04-eb-S917
IFIRSTI IMI)
DATE OF DEATH
REMARKS
HELGA A BECKENBAUGH
SEAL
CHECKtI 31572
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COHHONWEAltH or PENNSVlVANIA
DEPAAJHEHf Of REVENUE
BUREAU Of" IHDIVIDUAl tun .
Dl:pr. llID6Gl
HARRISIIURG, PA HIZII-D6U
NDTICE Dr INHERITANCE TAK
APPRAISEHENT1 ALLONANCE DR DISALLDNANCE
Dr DEDUCTIDN51. AND AS5ESSHENT Dr TAX ON
JDINTLY HELD DR TRUST ASSETS
ESTATE OF BECKENBAUGH
DATE 08-07-95
WILLIAM
R DATE OF DEATH 11-06-94
CUMBERLAND
FILE NO. 21 95-0472
S.S/D,C. NO. 204-26-8917
LEILA R 8ECKENBAUGH
123 PENN ST
SHIPPENSBURG PA 17257
COUNTY
ACN
95102869
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..ltted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rifv:is4-i-EX--AFP--iiz-:94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-07-95
ESTATE OF BECKENBAUGH
WILLIAM
R DATE OF DEATH 11-06-94
CUMBERLAND
FILE NO. 21 95-0472
TAX RETURN WAS,
COUNTY
S.S/D.C. NO. 204-26-8917
(XI ACCEPTED AS FILED ( I CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BK & TR CO
ACN
95102869
ACCOUNT NO.
0097120154
TYPE OF ACCOUNT, (l SAVINGS (Xl CHECKING ( l TRUST ( l TIME CERTIFICATE
DATE ESTABLISHED 01-28-80
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Daductions
Taxable Amount
Tex Rata
Tax Due
x
2.957,25
0,166
492.88
.00
492.88
.06
29.57
x
TAX CREDITS:
PAYMENT
DATE
06-19-95
RECEIPT
NUMBER
AA047896
DISCOUNT (+1
INTEREST (-l
.00
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
29.57
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 01, ND PAYHENT IS REQUIRED.
IF TOTAL CUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE DF THIS FDRH FOR INSTRUCTIDNS. I
29.57
.00
.00
.00
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PURPOSE OF
NOne! I
~l,? 1_;
.... ..,
To fulfill the r.qulr...n" 0' Section 21~O of the Inheritance .nd E,tat. Ta. Act, Act
lactlon 1140).
;.-:;
'-'
2f 0' 1991. (72 P.I.
PAYMENT I Datach the top portion of thl. Hotlcl and .ubalt with your paye.nt to the A.all'.r of Willi prlntld on the
r.va,... ,Ida.
... Haka chick or ""'1 ord.r p.yabl. tOI REDISTER OF WILLS, AClNT.
All ply.ant. ,..c.lved ,hall flr.t ba appllad to any In tar. It which ..y ba dua, with any ,....Indar applied to the t...
REfUND leR)1 A rl'und 0' . t.. cr.dlt, which WI' not requa.tad on tha tax r.turn, "V bl r.qu..t.d by co.pl.tlng an '"Appllc.tlon
for R.fund of Pann.vlvanla Inherltanc. ~ E,t.t. ta." (REY.III'). ApPllc.tlon. '1" Ivai labia .t the Of' lei of
the R.,I.t.r 0' Willa, any of tha IS R.v,nue Ol.trlct O"lca. or by c'lllng tha ,p.Ctl' 24.hour an.warlng ..rvlcl
nuaber. for for.' ord.rlnG' In P.nnsylvanla 1.100.,62.2050, out.lda P.nn.vlvanla and within local
H'rrl.burg .r.. (717) 717-10'4, TOO' (717) 712.2252 (H.arlna t.palrad Onlyl.
OBJECTIONS, Any party In Int.ra.t not ..tl,fl.d with tha .ppral..aant, .llow.nca or dl..llowanc. of deductIon. or .......ent
of ,.. (Including dl.count or Int.ra.t) .. .hown on thl. Hotlce ..y obJ.ct within .Ixtv (601 d.~. of rec.lpt of
thh Notice b~1
--written prot..t to the PA D.p.rt..nt of R.v.nue, la.rd of App.als, Dapt. ZIIOll, Harrl.burg. PA 17111-1a21, OR
"alactlng to hen the ..ttar d.tar.lnad at tha .udlt of the account of the par.an.l npr...nhtlvI, OR
--appa.l to the Drphan.' Court
AOHIN-
ISTRATIVE
CDRRECTIDNSI FactuIl error. dl.cov.rad on thl. ........nt .hould b. .ddra.,ad In writing tal PA D.plrt.ant of A.vanul,
lurlDU of Individual T'Ma., ATTHI Pa.t A""'lant A.vl.w unit, DEPT. ZIIC601, H.rrllburg, PA 17121-0601
Phon. 1717) 717-6505. S.a pig. J 0' thl bookl.t "In.tructlon. for Inharltanc. TIM Aaturn for 8 R..ldent
D.cedant" IAEV-Isol1 for an 'Mplanatlon of ad.lnl.trltlv.ly corr.ctabl. 11'1'01".
DISCOUNT I
If any t.x dua I. p.ld within thraa IS) c.l.ndar .onth. .ft,r the dec.dant'. d.ath, . flv. parc.nt C5~)
dl,count 0' the tax paid I. .llow.d.
IHTEAEST I
Int.ra.t I. charged b.glnnlng with flr.t day of da1lnquancy, or nln. (9) aonth. .nd on. el) da~
fro. tha data of daath, to the d.t. of pay..nt. T.... which bec... delinquent b.far. January 1, I'll
be.r Int.r..t .t tha r.t. of .Ix 16~) parc.nt p.r annua calculat.d .t . dally ret. of .000164.
All t.x.. which b.c..a dallnqu.nt on or .ft.r Janu.r~ 1, 19l1Z will b.ar Int.r..t .t a rlt. which will v.ry fro.
c.l.nd.r ye.r to c.l.nd.r y..r with that rata announced by the PI D.p.rt.ant of Rav.nu.. Tha appllcabl.
Int.r..t rat., for 1911 through 1995 '1'11
UAr tntar." Rat. nalIy tnt.ra.t Faetar xur tnhr..t Rata DailY Intlr..t 'Iotar
1982 za~ .000S4I 1917 OX .000lU
1911 I'X .000UI 1911-1991 \IX .00asOI
1914 \IX .000501 1992 'X .000lU
1915 UX .GOasS6 1995-199" 7X .000191
1916 lOX .00021" 1995 'X .0001U
--tnt.rllt h calcul.t.d .. fallowlI
INTEREST . BALANCE DF TAX UNPAID X NU"BER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..ued aft.r the t.x b.co.a. dellnqu.nt will r.flact an Int.r..t c.lcul.tlon to ,Ift..n 1151 day.
beyond the d.t. of tha ........nt. If p.y..nt I. .ada .ftar the Int.ra.t co.put.tla" d.t. .hawn on th,
Notlc., additional Int.ra.t au.t b. c.lculated.
rt-...- ~ ---- ---,.--.
PURPOSE OF
NOTICE.
PAYHEHT.
REfUND (CA).
..
00
r;
:.-'
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.'.f'l
I
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To ful,lll tha r.qulra.ent. 0' Slctlon ZI'O of tha Inh.rlt.ne. and E.tat. T.x Act, Act ZZ of 1991. III P.S.
Sactlon '1'0).
Dat.ch the top portion 0' this Hotlc. Itnd .ubelt with your ply.ant to the R.glster of Wills prlnt.d on tha
r.v.r.. .Ida.
-- H.k. ch.ck or eonav ordar p.y.bl. tOI REalSTER DF WILLS, AGENT.
All p.y.ants r.celvad sh.ll flr.t b. appll.d to any Int.r..t which e.v b. dw, with Iny ra..lnd.r 'PPllld to thl tn.
A rafund of . t.. cr.dlt, which w.. not rlqu"t.d on tha tlX r.turn, eay b. nquI.t.d bv coepl.tlng en -APPllcltlon
for R.fund 0' PIM.ylvanl. Inharltance and Est.t, TIll" IREV-ISIS). Appllcetlon. Ira Iv'lIlbla It the Officio'
thl A.glster 0' Wills, eny of the z.s Rlvlnul Dhtrlct Offlc.. or bv caUlng the .p.clal Z"-hour .".wlrlng .arvlce
nuabar. for forI' ordlrlngl In Pannlylvenla 1-1I0D-S6Z-2D5D, out.lde P.nn.ylvanl. and within loc.l
H.rrl.burg '1'" (711) 711-10", TOOl (717) 71Z-2252 CH.lrlng lep.lr.d Only).
OIJECTIONSI Anv plrh' In Int.r..t not ..tlsflld with the IPpr.Is...nt, .Uow.nee or dls.llowanca 0' d.ductlon. or ........nt
of t'lI (Including dl.count or Int.r..t) .. .hown on thl. Hotlce .ey obJ.ct within '1lIty (60) d.y. 0' rocelpt of
thll Notice bY1
--wrltt.n prot.,t to the PA Dep.rt..nt of Alvenu., loard 0' App..", D.pt. ZII10Z1, Harrisburg, PA llUI-10Z1, OR
--.l.ctlng to h.v. thl ..tt.r dat.r.ln.d It the audit of the .ccount of the p.r.on.1 repr...nt.tlva, OR
--app..1 to the Orphan.' Court
AD"IH-
ISTRATIVE
COAAECTIONS1
DISCOUNT.
IHTERESTI
Factual .rror. dl.cov.r.d on thl. a.......nt .hould b. .ddr....d In writing tOI PA D.part'.nt of A.v.nue,
Bur.au 0' Indlvldull Tex.., ATTNI Po.t A"""lnt R.vl.w Unit, DEPT. 210601, Hlrrl.burg, PA 17121-0601
Phon. (717) 717-6505. $a. plga S of the bookl.t "In.tructlon. for Inharltanc. Tell A.turn for. A..ldlnt
D'cldent" IAEY-1501J for an 'lIplenetlon of Idllnlltr.tlv.ly corr.ctebl. .rror..
If any tlM due I. Plld within thr.. (3) cllendlr lonth. a't.r the dec.d.nt'. dllth, a 'Ive perc.nt (5~)
dhcount of the t.. paid it allow.d.
Intar..t I. ch.rg.d b.glnnlng with flr.t d.y 0' d.llnqu.ncv, or nine I'J aonth. and ona 11) d.y
froe the d.t. 0' dl.th, to the deta of pIY"nt. Talla. which blcae. d.llnquant b.fore Janu.ry I, 19l1Z
baar Int.r"t et the rat. 0' .111 16~) p.rc.nt p.r ennue calculated It a delly rat. of .000164.
AU t.IC., which b.c... d.lInquant on or eUar Jlnuary I, 1982 will ba.r Intarnt It I rate which will v.ry fro.
cel.ndar Y'lr to cII.nd.r y.ar wIth that rat. ennounc.d by tha PA D.p.rt'ant of A.v.nue. Th. appllclbl.
Intlr..t rlt.. for 19l1Z through 19'5 '1'"
\Dr Tnt.,a.t "at. Dall", Int.r..t Factor \Dr Int,,"t Rlt. Dally Inter..t Factor
1912 ZO~ .000541 1911 .~ .000Z41
19U 16~ .ODOOI 1911"1991 Hie .000501
1914 IU .000SOI 199Z .~ .000241
1915 Uie .000556 1993-1994 1~ .GDOI9Z
1916 toie .000274 1995 .~ .000241
--Int.rnt It calcul.t.d .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Notlc. Inuld IIt.r tha tax b.coen dlllnqulnt will r.'hct an Inhrnt c.lculatIon to 'lfh.n 1151 d.y.
b.yond tha d.tl 0' the ........nt. I' pay..nt II .ad. .ft.r tha Int.r..t co~tatlon data .hown on the
Notlc., additional Int.r..t aull b. calcuhtad.
/5- '7'0' :S-
R;;V-1548 EX AFP 112-94*
COHMONWUl TH or P[NNSYlVANIA
DEPAR1HENl or REVENUE
BUREAU or INDIVIDUAL turs .
DEPT. ZlID6DI
tlAAAI5I1UAO, PA "1111-0601
v
NDTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLDHANCE DR DISALLDHANCE
DF DEDUCTIDNs <. AND ASSESS"ENT DF TAK ON
JDINTLY "ELD DR TRUST ASSETS
DATE 08-07-95
COUNTY
ESTATE OF BECKEN BAUGH
WILLIAM
R DATE OF DEATH 11-06-94
FILE NO. 21 95- 0472
S.S/D.C. NO. 204-26-8917
LEILA R BECKEN8AUGH
123 PENN ST
SHIPPENSBURG PA 17257
CUMBERLAND
ACN
95102879
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount Ra",itted
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-Efv:isiia-EiC-AFP--riz-:94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-07-95
ESTATE OF BECKEN BAUGH
WILLIAM
R DATE OF DEATH 11-06-94
COUNTY
CUMBERLAND
ACN
95102879
FILE NO. 21 95-0472
TAX RETURN WAS,
S.S/D.C. NO. 204-26-8917
(X) ACCEPTED AS FILED 1 ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BK & TR CO
ACCOUNT NO.
4937702122
TYPE OF ACCOUNT, (10 SAVINGS 1 I CHECKING ( ) TRUST 1 ) TIME CERTIFICATE
DATE ESTABLISHED 02-09-65
Account Balanca
Percant Taxable
Amount Subject to Tex
Debts and Daductions
Taxable Amount
Tax Rate
Tax Due
1, 482.13
0.166
247.03
.00
247.03
.06
14.82
x
x
TAX CREDITS:
PAYMENT
DATE
06-19-95
RECEIPT
NUMBER
AA047896
DISCOUNT (+)
INTEREST 1-)
.00
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
A80VE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
14.82
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATIDN DF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. VDU HAV BE DUE A REFUND.
SEE REVERSE SIDE DF THIS FDRH FDR INSTRUCTIDNS. I
.
14.82
.00
.00
.00
l",
..
gQ
.: t.'
,,,
Vi
i'~
'.J
",'"
~7;
I
UJ
'lJt
:::-'.:''..
,
..'1
I:;
-l
'n
'"
PURPOSE OF
NonCE t
To fulfill the r.qulr...nt. 0' S.ctlon 21" Q' the inherltenc. and E.t.t. TaM Act, Act 22 of 1'91. (72 P.I.
S.ctlon Z14Dl.
PAYKENTt
a.t.ch the top portion of thl' Notlc. and .ub.lt with your p.y..nt to the R.allt.r of Will. printed on the
r.v.r.. lid..
__ Hak. ch.ck or .on.y ord.r payable tal RECISTEA OF WILLS, AGENT.
All ply..nt. r,c'lv.d .hall first b. applied to any Int.re.t which .IV b. du., with any r..alndar .ppll.d to the tlM.
REFUND (CA).
A r.fund 0' . taM cr.dlt, which w.. not r.qu..t.d on the tax r.turn, .'V b. r.qu..tad bv co.pl.tlng an "Application
'or R.fund 0' P.nn,ylvanla Inh.rltanc, and E.tat. Tax" CAEY-151l'. Appllc.tlon. '1" avellabll at the Df,lcI of
the A.gI.t.r 0' Willi, .ny 0' the 21 A.v'nu. DI.trlct O,flc.. or by c.lllng the .p.ol.l Z4-hour anawlrlng I.rvlc.
nuabar. for for.. ord.rlng, In P.nn,ylv.nla 1-1I0a-S6Z-Z05D, out.ld. Penn,Vlvanl' and within lOCI.
Harrl.burg ar.. (7171 1117-a094, TOO' (717) 172-ZZ52 (H..rlna lap.lred Only).
OBJECTIONS, Any party In Int.r.at not ..tl.,l.d with the .ppr.I....nt, allowance or dl..llowance 0' d.ductlon. or .......ant
of t'M (Including dllcount or Int.r..t) a. .hown on thl. Notlc. .ay obJ.ct within .IMty '601 dav. 0' r.calpt of
thh Hotlu bYI
.-wrltt.n prote.t to the PA Dapart'ant of Ravenue, Board of App..I., D.pt. ZIIIDZI, Hlrrllburg, Pi 171ZII-10Z1, OR
--.l.ctlng to hlv, the .att.r d.tar.ln.d at the .udlt 0' the account 0' the par.on.l r.pr..entatlv., OR
--.pp.al to the orphan.' Court
ADH1N-
lSTRATlVE
CORRECTIONS.
F.ctu.1 .rror. dl.cov.r.d on thl. a....,..nt .hould b. .ddr....d In writing tOI PA D.part..nt 01 R.vlnu.,
Bure.u 01 IndlvldU.1 Talll., ATTNI Po.t A.......nt R.vl.w Unit, DEPT. ZlI0601, Herrhburg, PA 17UI~06ll1
Phon. (111) 717-6505. Sea plga S of the bookl.t "In.tructlon, for Inh.rlt.nc. Tlx R.turn for. Reald.nt
O.c.dlnt" (REV-1501) for In .xplan.tlon 01 .d.lnl.tr.tlv.ly corr.ctabl. .rror..
DISCOUNT.
If any t.x due II p.ld within thr.. CS) c.l.nd.r .onthl .fter the d.c.d.nt'. d..th, . five p.rcent C5~)
dl.count of the t.M p.ld la allow.d.
INTEAESTI
Int.r..t la ch.rg.d b.glnnlng with flr.t day of d.llnquencv, or nln. C,) aonth. .nd on_ Cl) d.y
'1'0' the date 01 d..th, to the d.t. 01 p.y..nt. T.x.. which bac... d.llnqu.nt b.for. Janu.ry 1, I'll
b.ar Int.r'lt at the r.t. 0' Ilx 16~) parc.nt per ~ c.lcul.t.d .t . d.lly r.t. of .OOOI6~.
All taM" which bee... d.llnqu.nt on or ,'t.r Janulrv 1, 1,IIZ will b.ar Int.r..t at a rate which will v.rv Iroe
cal.ndar y.ar to cal.nd.r y.ar with that rat. announc.d by the PA D.part.ant of R.v.nu.. Th. appllcabl.
Int.re.t rat.. lor I'll through 1"5 Dr..
till: Int.ra.t Allt. D.IIY Inhrad 'actor Iur Intara.t Allt. DailY Inhr.st FactaI'
nil zaX .000541 1911 'X ./lO0l41
1911S 16" .00OUII 1911-1991 11" .00OSOI
19l1tt 11" .000501 1991 'X .OOOlU
1911 15j( .0005S6 1995-199" 1X .00019Z
1916 10~ .00021" 1"5 'X .oa0l41
"-Inter..t I. c.lcul.t.d .. follow'l
INTEREST a BALANCE OF TAX UNPAIO X NUnBER OF OAYB DELINQUENT X DAILY INTEREBT FACTDR
.-Any Notlc. t..uad .ft.r the taM b.coe.. d.l1nquent will reflact an Intar..t calcul.tlon to flft..n CIS) dlY'
b,vond the dlt. 01 the ........nt. If pay..nt I. ..d. aft.r the Int.r..t coaput.tlon data .hown on the
Notlc., .ddltlon.1 Int.r..t lU.t b. c.lcul.tad.
/ 5'- .f/ t::' - :?
Rli'~01548 EX AFP (12094_
CO"HOHwrAlllt Dr P('HHSVlVANIl
DlPAA1HfHI or REVENU[
IUAUU Of INDIVIDUAL fAllII
OEP" lllD6D1
IIAAAIS8UAG, PA 17111-0601
NDTICE Dr INNERITANCE TAK
APPRAISE"ENT, ^LLDNANCE DR DISALLDNANCE
DF DEDUCTIDNs., AND ASSESS"ENT DF TAX DN
JOINTLY nELD DR TRUST ASSETS
DATE 08-07-95
ESTATE OF 8ECKENBAUGH
WILLIAM R DATE OF DEATH 11-D6-94
COUNTY
CUMBERLAND
FILE NO. 21 95-0472
S.S/D.C. NO. 204-26-8917
ACN
95102880
DONALD R BECKENBAUGH
805 CRESCENT DR
SHIPPENSBURG PA 17257
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..t t t.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rifv:is4-i-Eic--AFii-iiz-:94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-07-95
ESTATE OF BECKEN BAUGH
WILLIAM R DATE OF DEATH 11-06-94
COUNTY
CUMBERLAND
FILE NO. 21 95-0472
TAX RETURN WAS,
S.S/D.C. NO. 204-26-8917
(XI ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95102880
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BK & TR CO
ACCOUNT NO.
4937702122
TYPE OF ACCOUNT, (lO SAVINGS ( ) CHECKING ( I TRUST ( I TIME CERTIFICATE
DATE ESTABLISHED 02-09-65
Account Balance
Percent Taxabla X
Amount Subject to Tax
Dabts and Deductions
Taxable Amount
Tax Rata X
Tax Dua
1,482.13
0,166
247.03
.00
247.03
,15
37.05
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SU8MIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
06-19-95
RECEIPT
NUMBER
AA047902
DISCOUNT (+)
INTEREST (-)
.00
AMOUNT PAID
37.05
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN DF ADDITIDNAL INTEREST. .
IF TDTAL DUE IS LESS THAN '1, ND PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( eA), YOU HAY DE DUE A REFUND.
SEE REVERSE SIDE DF THIS FORH FDR INSTRUCTIDNS. I
37.05
.00
.00
.00
'1
c...
pURPOSE OF
NOTICE I
PAYKENTI
REFUND (CR)I
...
(")0 :0
,= , 'l! ::1
~ t..i l"'
1--::
r;:.1
I
cn
." t,.,
",;. ; .~ "
'~J
To ful'lll the r.qulr'.lnt. of Sactlon 2140 0' the Inh.rltanc. and [It.t. Tlx Act, Act 22 of 1991. (72 P.S.
Section 2140).
D.t.ch the top portion 0' thl. Hotlc. and .ubelt with your pay..nt to the R.gI.tar of Will. prlnt.d on the
rlv.r.. .Id..
~~ Hak. ch.ck or .on.y ord.r p.v.bl. tOI AECISTER OF WILLS, AGENT.
All p.y..nt. r,cllv.d .h.ll flr.t b. appll.d to any Int.r..t which .av b. du., with anv ra.alnd.r appll.d to the t.x.
A r.fund of e t.x cr.dlt, which WI. not r.qu..t.d on the tax r.turn, .'V b. r.qu..t.d by co.platlng an "Application
for R.fund 0' Penn.vlvanla Inh.rltance and E.tat. Tax" IREV-1313). Appllc.tlon. Ira avallabla .t the Offlca of
the R.gI.t.r of Will., any 0' the Z3 R.v.nu. DI.trlct Dfflc.. or by calling the .pacl.l Z4~hour an.w.rlng ..rvlc.
nuab.r. 'or for.. orderlngl In P.nn.ylv.nla 1~800-36Z~ZC50, out.ld. P.nn.ylvanl. and within local
H.rrl.burg .r.. (717) 7117-a09~, TDDI (717) 772~ZZ5Z IH.arlng lapalr.d Only).
OBJECTIDNSI Anv party In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allow.nc. or dl.allowanc. 0' d.ductlon. or ........nt
a' t.x (Including dl.count or Int.r..t) a. .hown on thl. Notlc. ..y obj.ct within .Ixtv (60) day. of r.c.lpt of
thh Notlc. bYI
~~Mr'tt'n prot..t to the PA Oepart..nt of Ravanue, Board of Appe..., D.pt. ZIIOZ1, Harrl.burg, PA 17IZII-IOZI, OR
--.I.ctlng to have the .att.r d.hr.ln.d at the .udlt of the account of the parson.1 r.pr...ntatlv., OR
--app.al to the Orph.n.' Court
AD"IN-
ISTRAnVE
eORAECnOHSI
DISCOUHTI
INTEREST I
F.ctu.1 '1'1'01" dlscov.red on this ........nt .hould b. addr....d In writing tal PA a.parl..nt of A.v.nue,
Bur..u of Individual Tax.s, ATTNI Po.t A.......nt R.vlaw Unit, DEPT. ZIIC601, Harrisburg, PA 171Z4-0601
Phon. (717) 717-6505. s.. pag. 3 0' the bookl.1 "Instruction. for Inh.rlt.nc. T.x A.turn for a A..ld.nt
O,c.d.nt" IREY-1501) for an ..pllnatlon of adllnl.tratlv.ly corr.ctable .rror..
If any ta. due I. paid within thr.. (3) c.l.nd.r aonth. afear the d.c.d.nt'. d.ath, . flv. p.rc.nt 15~J
dl.count of the t.. paid I. alloM.d.
Int.r.st I. ch.rged b.glnnlng with 'Ir.t d.y of d.llnqu'ncy, or nln. C91 lanths and on. CIl day
fro. Ih. d.t. of de.th, to the d.t. of pay..nt. Ta... which b.c... dallnquant b.fora January I, 19l1Z
b.ar Int.r..t at the rat. of .1. C6~) p.rc.nt p.r annul calculat.d at a dallv r.ta of .00016~.
All ta... which bac... d'llnqu.nt on or a't.r January I, 19l1Z will bear Intar..t .t a rat. which will vary fro.
cal.ndar y..r to c.l.nd.r y.ar with th.t rat. announced by the PA aapart'ant of A.vanu.. The appllcabl.
Intar..t rat.. for 19.Z through 1995 '1"1
'WI: Int.r.st Rata Dally Inter..t FlletDr 'WI: Interut AlIlI DailY Int.,...t Fecto,.
19l1Z ZO:c .0005'tl1 1987 'X .00az~7
1915 16~ .aoolt3ll 19811~1991 II~ .00OSOI
.911~ II=< .000501 199Z 'X .oaozu
.915 IS=< .00OS56 1995-1"It ,. .oooaz
1916 lU .OOOZ7~ 1995 .. .000Z47
nlnhrll' I, c.lculat.d a. 'ollowll
INTEREST . BALANCE Dr TAX UNPAID X NUKBER Dr DAYS DELINQUENT X DAILY INTEREST rACTDR
--Any Notlc. I..ued .ft.r tha tax b.co... d.llnquent will refl.ct an Int.r..t calcul.tlon to fl't..n CISI d.y.
b.yond the d.t. of the a.......nt. If p.y..nt I. .ad. .,tar the Int.r..t coaputatlon d.ta .hown on thl
Notlc" additional Int.r..t au.t b. calculatad.