HomeMy WebLinkAbout95-00498
'" -,. ., ""~".:.' "''''-''--~
REY-1543 EX AFP (8-941*
COHHQHW(Al lit Of PENNSYLVANIA
DtPARltttNI OF REVENue
BUREAU OF IHDIVIDUAl TAMES
DEPT, ,.0601
ItARRUILlRa, PA 17U8.0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 -95.lfK
95115850
04-29-95
ESTATE OF IRA STEVENS
5.5. NO. 186-01-9868
DATE OF DEATH 02-24-95
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
m ,'.;
,CHESTER R S1-EVENS
128 PIN OAK LN
SHIPPENSBURO PA 17257
1'1
I
. I
.__J
J
DAUPHIN DEPOSIT BANK & hu prayld.d the Dlpart..nt with the Infor..tJon IlIt.d b.low which h.. bun yud In ulcyl.tJng the
pot.ntlal taM!dU" Th.lr:;~cord' Ind~'.t. that .t the d..th of the above d.c.d.nt, you w.r. a Joint own.r/b.neflcl.ry of thl. account.
If you f..l ~. Infor..tion I. ~5 .et, pl.... obt.ln wrltt.n corractlon froe tha financial In.tltytlon, attach a copy to this fare
and r.turn It to 'h~ abova ~ddr.ft.. . hi. account I. t..abl_ In a~cardan~. with th. Inharlta~. Ta. law. of the Co.-onwa.lth 0' P.nn.ylvanla.
QU.ltlan. .ay b. an.warad bv calling (11" 78'.8)21.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 009753B051 Doto 06-01-84
Eahblhh.d
Account Bdanc. 7,802.46
Par cant TaMab1. )( 8.333
AMount Subj.ct to Ta)( 650.18
TaM R.t. )C .06
PotanU.l Tal( Du. 39.01
PART TAXPAYER RESPONSE
CDI FAILURE TO RESPOND MILL RESULT ,IN AHOFFICIAL TAX ASSESSNENT BASED ON THIS HOTICE I
A. ~ Th. above In'or..tlon and ta. due I. corr.et.
~ I. You .av choo.. to r..lt pay.ant to the R.gl.tar of Will. with two copl., of thl. notlca to obtain
a dl,count or avoid Int.ra.t, or YOU ..y chack bOM "A" and rutur" thl. notlca to tha R.glst.r of
Will. and an official ........nt will ba I..uld by the PA C.p.rt..nt of R.vanu..
To In.yra propar cr.dlt to vour .ccount, two
(2) cop I.. of thl. notlc. au.t acco.pany your
pay.ant to the Rlglltar of Will.. Haka ch.ck
pay.bl. tOI "R.gl.tMr of Will., Agent".
HOlEr If t.. p.ye.nt. ara ..d. within thr.a
e!) eonth. 0' tha dacldant.. data of d.ath,
you e.y dadUet . S~ dl.count of the ta. du..
Anv Inh.rltanc. t.. due will baco.. d.llnquant
nln. (9) eonthl aft.r the data of daath,
[CHECK ]
ONE
BLOCK
ONLY
.. c:J The .bov. ....t ha. b..n or will b. rapart.d and ta. p.ld wlth the P.nn.vlv.nla Inhlrltanc. T.. r.turn
to ba fllad by the dac.dlnt', rapra.antatlve,
C. c:J Th. above Inforeatlan I~ncorr.et and/o~lbt. and d.ductlon. w.ra paid by you.
You eu.t coaplat. PAR' l!J and/ar PART L!J b.low,
If ~ou indic.ta a diff.rant tax rata, pl.... atata ~our
ralRtionahlp to decadent I
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF,REVENUE
PART
[!]
TA~ n~TUnN - COMPUTATION
LINE 1. Data E.tabli.had
2. Account Balanc.
S. P.rcant Ta~abla
4. AMount Subject to Te)(
5. D.bt. .nd Deduction.
6. AMount TaMabla
7. T.M Rat.
8. TeM Du.
TAli Otl JOINUTnUBT ACCOUtIT!!
PART
~
DATE PAID
DEBTS AND DEDUCTIONS
rAC
1
2
3
4
5
6
7
8
CLAIMED
or
1
2
3
4
5
6
7
8
K
K
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.r on Lin. 5 of Ta)( COMput.tionl
I
.
Und.r pan.1tt.. of perjury, I dec1ar. th.t the facta I
n~Ol.~ to th. but of ~y knoHl.d.. ond bdhf.
T~~~/ll"~/
haye reported abova era trua, correct
HOME ltf/r() ;r'2.-~t,<I,9
WORK (!:'uO ) I ~?. tl'> 0
TELEPHONE NUM
.nd
.
.
GENERAL INFORMATION
1. fAILURE TO RESI'OND WILL RESULT IN AN OfFICIAL TAX ASSESS"EHT with appllcabl. Int.ra.t buad on Infor..tlon
.ubIIlttad by the flnwtOl.l In.titutlon.
t. Inheritance ta. bacoae. delinquent nine aonthl .'t.r the dec.dent'. d,t. of d..th.
S. A Joint account I. t..abl. Ivan t~ ~h. dac.dent', n... w.. .dded .. . ..tt.r of convenlenCI.
4. Account. (l~ludlng tho.. held b.tween huaband and wi'.. which the dle.dent put In Joint n.... within on. y..r prior to
da.lh .r. full~ t.x~l. .. tran,'.r..
5, A~c~t. ..t.oll~ Jolntlv b.tw.." hu.band and wlfa ~r. then one y..r prior to d..th .r. not t.xabl..
6. Accountl held bV . decad.nt "In tru.' 'or" another or other. ar. taxabl. fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. BLOCK A ~ If the Infur..tlon and eoaputatlon In the not Ie. .r. corr.ct and d.ductlon. .r. not baing c.el.ad, pl.c. In "~
In block "A" 0' P.rt 1 0' the "T..p.y.r R..pon.... netlon. Sign two eapl.. and lubIIlt thai with your chack 'or the MOUnt 0'
t.. to the Aegl,t.r of Willi of the county IncUcatad. Th. PA a.put.ant of Revenul will tuue In offlel,l ......"",
(For. Rt:Y-1541 EX) upon reca.pt of the r.turn fro. thll R.glster 0' WJU..
I. aLoac. - II the ....t .f*jlflad on thh notlc. hu b..n or will ba reported and tax p,ld with the Pann'Vlvanl. Inherltanc.
Tlx R.turn fll.d by thl decadent', rapr..antatlv., pl.e. an "X" In block "a" of P.rt I of the "T,.p.YI, R..pon.... ..ctlon. Sign one
copy and r.turn to the PA aap.rt,an' of A.venu., lur..u 0' Indlvhtu.. r'Il", D.pt Z10601, It.rrhburll, PA 11121-0601 In tha
Invelopa provided.
J. BLOCK C . If the notlc. Infou.Uon h Incorrect IInd/or daductlon. ar. b.lng el.I..d, ch.ek black "c" and coaplata P.rte Z and S
."",,, dl~ to) th. In.tructlon. bclc-n. 1:1;"\ two ('or I.. IInlt .ytMt!t th.. with yttVf" r.h.c" for the ..aunt of taM p.yable t" the Rlglat.r
of Will. of the county Indica tad. Th. PA D.p.rtaant of R.venu. will I..u. an offlcl.1 ........nt (For. REY-1548 EX) upon r.c.lpt
of the r.turn fro. the Rlgl.tar 0' Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Ent.r the d.t. the .ecount orlalnallY w.. ..t.bll.had or tltl.d In tha aanna" ..I.tlng at date of d..th.
HOrEr For. d.c.dent dying aft.,. U/llllrl Accounh ""Ich the d.cad.nt put In Joint n.... within on. (1) y..,. of dlllh ar.
t.ll.ble fully.. tran.f.r.. Itow.v.r, th.r. I. an ellelu.lon not to .Mc..d IS,OOO p.r trln.f.r.. rall.rdle.. of tha v.lua of
the account or the nullbar of accOU1h h.ld.
If a doubla ..t.rllk (Ma) ~..,.. b.fora your flr.t n... In the addr... Portion of thl. notlc., the IJ,OOO ..elu.lon
.Ir..dy h.. be." daductad fro. the ~ceOU1t bal."e. .. report.d by tha financial In.tltutlon.
Z. Ental" the tot. I bal.nc. of the account IneltJdlng Int.r..t accrued to the d.t. of d..th.
J. The p.rc."t of the .ecount th.t II taxabl. 'or IIch .urvlvo,. h dat.,..ln.d .. foUowlI
A. Th. p.reent taxabl. '0,. Joint ....t. ..tabll.h.d aar. than on. y..r p,.lor to the d.c.d.nt'. d. thl
I DIVIDED BV TOTAL NUHaER OF
JOINT OWNERS
Exaapl.r A Joint ....t regllt.r.d
DIVIDED IV TOTAL NUHaEA OF x 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In tha nail of the d.cadent and two other p.r.on.,
I DIVIDED IV 3 CJOINT OWNERS) DIVIDED IV Z (SURVIVORS) . .167 X 100 . 16.7)( nAXABLE FOR EACH SURVIVOR)
a. Th. p.rcent tax.bla fa,. ....t. cr..t.d wIthin on. yaar of the d.cad.nt'. d.ath or account. ownad by tha dec.dant but h.ld
In try.t for anothar Indlvldu.U.) (tru.t banaflclarlll)'
I DIVIDED ay TOTAL NUMBER OF SURVIVING JOINT X 100 . PERCENT TAMABLE
OWNERS OR TAUST BENEFICIARIES
EMaaplar Joint account r.al.t.r.d In tha n.a. 0' the d.c.dent and two oth.,. p.r.on. and ..tlbll.h.d wIthin on. ya.r of dl.th bv
the d.cad.nt,
I DIVIDED IV Z (SURVIVOR') . .50 X 100 . 50)( CTAXAllE FOR EACIt SURVIVOR)
4. The aaount .ubjlct to taM Uln. 4) la dlhralnld by IilUltlplYlnll the eccOt.Vlt balanc. ClIn. Z) by the perc.nt t.xabl. (lIne 3).
5. Entar the tot.1 of the d.bts end d.ductlan. lilted In Pa,.t ~.
6. 1he aaount ta.abla (Una 6) II d.t.r.lnaa by .ubt,.acting tha dabts Bf1d uaducUon. l!tna !tJ '1"0. thll ...uunt SutaJKt to talC 111111f 4).
7. Ent.r the approprl.t. taM rata (line 7) a. d.t.ralnld b.low.
A. For dat.. 0' d.ath oecu"~lna .ft.r 6/3D/94, the t.M ~at.. for tran,'.r. to .pau... .r. a. 'allow.,
1. O.t.. of d.ath on or .ft.r 7/1/94 and b.'ora 1/1/96 the r.t. I. 3)(.
Z. Oat.. 0' de.th on or aft.~ 1/1/96 .nd b.for. 1/1/91 tha rat. i. ZX.
3. Data. of d..th on or .'t.r 1/1/97 and b.for. 1/1/9' the rate I. IX.
4. D.t.. of d..th on or after 111191 tran.f.r. to .pau... .,111 ba aM.apt fro. taM.
Not.r For d.te. of de.th prior to 7/1/94 tran.f.r. to 'POU'.. .,.. tlxabl. at 6X.
I. Tran.f.r. to Iln..l d..eendant. Inoludlng '.th.r, aoth.,., .on, daughtlr, IIrandchlldren, .on-In-Iaw,
daught.r-In-Iaw, at.pchlld ~ th.lr I.,u. .r. t'Mabl' .t _1M p.reant (6~).
C. Tran.f,,.. to all oth.r. Includlna brothe", .Ist.r, unci., aunt, nephew and nl.e. .r. t.xabl. .t flft.en p.rcant CI5X).
D. If YOU chanae tha tay, r.t., pl.... .paclfW your ral.tlonshlp to the d.e.dant In the .,... provld.d.
8. The uount of taM due (lIne .) It d.t.r.lnld by aultlplYlna the uount taKabla (11M 6) by the t.1I rata UIM 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabla dabt. and d.ductlona ar. d.t.raln.d a. followl'
A. You l.g.IIY .~. rupon.lbl. fo,. pay..nt, or the ..tat. .ubJect to adalnlltr.tlon by . p.r.onal rapr..entatlv. .. In.ufflel.nt
to p.y the daductlbla It....
I. You eatually p.ld t~ debt. aft.r d..th 0' the decadent and can furnish proo' of p.yaant.
C. Dabt. b.lng cl.l.ad ltJ.t be It..l..d fully In P.rt 3. If additional .pac. I. n..dad, u.a pl.ln pap.r 1 l/Z" . 11~. Proof 0'
p.yaant .~y b. r.~.tad by the PA Dapartaant of R.venu..
."/,'" . ," . TAXPAYER ASSISTANCE .
, , IF VOU NEED FURTHER INFORMATION OR ASSISTANCE; CONTACT AHV..
. ..REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE,<:.. ..,
, OR. CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER IHQUIRV. UNITIN, ......
HARRISBURG ATHl7) 787-8327. .... TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
RE~'1543 EX AFP 18-941_
COHHOHWEAl Ttl OF PENNSYlYANIA
DEPAAIHENr Of REYE~
BUREAU OF INDIVIDUAL TAMES
DEP'. la0601
HARRISBURa, PI 111Z1.0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 "fS .'ns
ACN 95115796
DATE 04-29-95
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
In
ESTATE OF IRA STEVENS
5.5. NO. 186-01-9868
DATE OF DEATH 02-24-95
COUNTY CUMBERLAND
"
"
r..
, .,r
" ,,:
CHESTER R STEVENS
128 ~~N OAK LN
SHIP,.ENSBURG
PA 17257
.. ~ I
";':)
"
\,Jw. :)~ ..:! ~;
DAUPHIN DEPbSlT BK & t h.. ~j)t.d the Depart..nt with the Infor..Uon lhlld below which h.. bun yud In calcul.tlng the
pot.ntl.. t.. du.. Th.lr record. Indlc.t. that .t the d.ath of the abov. d.c.d.nt, ~ou war. . Joint ownlr/ban.'lelary of thl. .ccount.
If you f..1 this Infur..tlon I. Incorr.et, pl.... obtain wrltt.n corr.ctlon fro. the 'In.ncl.1 In.tltutlon, .ttach a copy to thl. for.
and r.turn It to the .bov. .ddr.... 'hla .ccount I. ta_abla In accordance ~Ith the Inh.rlt.ne. Ta. law. 0' the Co.aonwl.lth of P.nnsylvanl..
Que.tlon. "V ow en.w.r.d DY c.'llnu l'." 'al-a)~,.
COMPLETE PART 1 BELOW
Account No. 8B00426161
. . . SEE REVERSE SIDE FOR
D.to 02-16-83
EatabUshed
FILING AND PAYHEHT IHSTRUCTIONS
To In.yr. proplr crldlt to your account, two
(Z) cop I.. of thl. notlc. au.t .ccaapany your
pay.ant to the Rlgl.t.r 0' Will.. H". ch.ck
ply_bl. tOI "Ragl.tar 0' Will., Agant~.
Account B.lanc.
P.rc.nt T.xab1.
AMount Subject to
TaM R.t.
Potenti.1 Tal( Du.
PART
CD
10,033.08
8.333
836.06
.06
50.16
TAXPAYER RESPONSE
FAILURE TO RESPOND MILL RESULT IH AN OFFICIAL TAX ASSESSMENT BASED OH THIS NOTICE
x
T..
HorEI If t.M PIY..ntl ar. ..dl within thr..
(3) aonth. of tha dacad.nt". data of d..th,
yOU ..y deduct . 5~ dl.count of the t.x due.
Any Inherltanc. taM due will b.co.. d.llnqu.nt
nln. (9) aanth. aft.r the dlt. of d..th.
x
[CHECK ]
ONE
BLOCK
O~ILY
A. ~ The .bov. Infor..tlon and talC due Is carr.ct.
1. You ..y choo.. to r..lt p.y.ant to the R.g)at.r of Will. with two copl.. of thl. notlc. to obtain
a dl.count or avoid Int.r..t, or you aay ch.ck box ~A" and r.turn thl. notlc. to the Algl.t.r of
Will. .nd an of,lcl.1 ...I....nt will b. I..y.d by the PA Dapart.ant of Rlv.nu..
a. c:J 'h. abova a.llt ha. b..n or will b. r.portad and t.M paid with the P.nn.ylvanl. Inh.rltanc. r.. return
to b. fll.d by the d.cld.ntt. r.pr...ntatlv..
C. c=J Th. abav. Infar.atlan I~neorr.ot ftnd/D~abt. end d.duetlon. w.r. paid by you.
You .u.t co.pl.t. PART l!J and/ar PARI ~ balow.
If you indicat. . different tax rat., pl.... .t.t. your
r.1.Uon.'lip to dec.dent I
PART
[!]
TAlC RETURN . COMPUTATION
LINE I. Dot. Eat.bllah.d
2. Account O.lenea
3. P.rc.nt Taxable
4. AMount SUbject to Ta)(
S. D.bt. .nd Daduction.
6. AMount Tax.bla
7. T.)( R.ta
8. TalC Due
OFFICIAL USE ONLY 0 AAF
PA DEPARTNENT OF REVENUE
OF
I
2
3
4
5
6
7
8
TalC ON .lntNT;TIlII'lT 1\I~r.nIlNTS
x
P^D
1
2
3
4
5
6
7
8
CLAIMED
--_............."'.,....,~p.....
x
PART
~
DATE PAID
-l
DEBTS AND DEDUCTIONS
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.~ on Lina 5 of TaM COMPut.tion)
I
.
Under p.na1tia. of p.rjury, I d.clara th.t tha
eOMplata to the b..t of ny knowledge and ba1i.f.
~~~~((~ ~tf"'''~~
YE I AT
f.ct. I h.v. r.port.d abova .ra tru., corr.ct .nd
HOME ('~'1i~f7 ) ~S?'2.- 47>(,,9
WORK 1 ~ .'~, )....J?' -03.91.'
TELEPH ~ NUM R
.
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appllcabl. Int.rut b...d on Infur.atlon
.ubIllthd by the flnenolal In.tltution.
z. Inh.rlt~. t.. bac~' delinquent nine .onth. .ft.r the d.cld.nt'. d.ta of d..th.
S. A joint ICCount 1. ta.abl. avan though the dle.d.nt'. "... .... .dd.d " . ..tt.r 0' convenl.ne..
4. Account. UlHlludlnl tho.. held b.t....... hu.band IlI'Id wlf.) which the d.c.dent put In Joint n.... within OM y..r prior to
de.th ara 'ullV ,..abl. .. tran.f.r..
5. Account. ..tabll~ jointlY b.tween hu.band and wlf. lOr' th~ on. y..r prior to d.ath .r. not t..abl..
6. Account. held bV . d.c.dent "In tru.t 'or" ~thar or other. ar. 'I.lbla full>>.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. BLOCK A - If the InfornUon Ind cUllPUl.tlon In the nolle. ar. corr.et and deduction. .r. not b.lna cl.'ted, plIK. an "II"
In block "A" 0' Part 1 of the "r..p.Vlr R..pon.... ..ctlon. Sign two copl.. and .~It thl. with your check for the ..aunt of
t.. to the R.gl.t.r 0' Will. 0' the eountv Indleat.d. Th, PA Dapart-.nt 0' R.venue will I..u. an o'flcl,l ........nt
(For. R[y-1541 Ell) upon r.e.lpt of the r.turn frDl the RIgI.t.r of Willi.
2. BLOCK' - If the ....t .p.clfled on thl, notlc. h.. b.an or will be r.port.d and tax pold with the Pann,ylvanla Inherltanc.
,.. A.tyrn '1Iad by the d.e.dent', r.pr..antatlv., plIK. an "X" In block "I" 0' Part 1 0' the "T.xpay.r A..pon.... .actlon. Sign on.
copy and return to the PA Departaant 0' A.venue, lur..u of Indlvldu.1 ,...., Dapt 2.0601, H.rrl.burg, PA 171'1-0601 In the
env.lope provided.
5. BLOCK C _ I' the notice Infor..tlon I. Incorrect andlor deduction. .r. b.lng cl.I..d, chick block .C. end eaapl.t. Part. r and 5
.c~~rdl"a t" the Inltructlon. b.low. SiAn two coP I.. and .ubelt th.. with your ch.ck for lh. aaount 0' t.x p.y.bl. to the R.gl.t.r
of Wills of the county Indlc.t.d. The PA D.p.rt..nt of A.v.nu. will I..ua an of,lel.1 .......ant (For. REV-IS.. EM) upon raealPt
0' the r.turn frDl the R.gl.t.r a' will..
TAX RETURN - PART 2 - TAX COMPUTATION
UHE
I. Ent.r the d.t. the account orlgln.lly w.. ..tabllshed or tltl.d In the .enn.r .xl.tlng at d.t. 0' d..th.
HOTE. For. d.c.dent dying .ttlr 12112/a2. Accounts which the decadent put In joint n.... within on. (1) y..r 0' d..th .r.
t.xabl. 'ully .. tran.f.rs. How.v.r, th.r. I. an axclu.lon not to ..c..d '5,00D p.r tran.far.. ragardl... of the v.lue of
the account or the nuebar 0' .ccount. h.ld.
I' . doubl. ..t.rl.k (xx) .ppe.r. b.for. your 'Irst n... In the addr... portion of thl. notlc., the '5,000 ..clu.lon
alr.ady ha. blan daductad 'roe the account b.lanc. a. r.port.d by the financial In.tltutlon.
Z. Ent.r the total balanc. 0' the account Including Intare.t .ecrtJBd to the d.t. of d.ath.
5. The p.rcant of the account th.t I. taxabl. 'or .ach .urvlvor I. d.t.ralned .. follow..
A. Th. plrcent taMabl. for joint ....t. ..tabll.h.d .or. than on. ya.r prior to the d.c.dent'. d..thl
1 DIVIDED IV TOTAL NUHlER OF
.JOINT OWNERS
E..-pl.1 . Joint ....t regl.tarad
DivIDED IV TOUl tMtlER OF X 101 . PfRCEHT TAMABLE
SURVIVIHa JOINT OWNERS
In the n..a of the d.c.d.nt and two other p.r.on..
I DIVIDED IV 3 (JOINT OWNERS) DIVIDED IV 2 (SURVIVORS) . .161 M 100 . 16.7X CTAMABLE FDA EACH SURVIVOR)
I. The p.rc.nt tl.abl. for ....t. cr..t.d within on. y..r of the dae.dent'. d..th or account. awn.d by the dee.dant but h.ld
In try.t for another Indlvldual(.) (tru.t b.n.flcl.rl..)1
1 DIVIDED IY TOTAL HUHIER OF SURVIVING JOINT X 100 . PERCENT TAXAILE
OWNERS OR TRUST BENEFICIARIES
[..-pl.. Joint .ccaunt r.al.t.r.d In the n... of the dlc.dant and two oth.r p.r.on. Ind ..tabll.h.d within on. y..r of d..th by
thtl dtc.d.nt.
I DiViDED IV Z (SURVIVORS) . .5D X lDO . SU (tAXABLE FOR EACH SURVIVOR)
II
,
I
.. Tht aaount .ubjeot to ta. (1In. 4) I. d.t.r.ln.d bY eultJplylng the account b.lanc. (1In. Z) by the p.reant ta.abl. (1In. 3).
S. Ent.r the tot.1 of the debt. and d.dUetlon. II.ted In Part 3.
6. lht ~H tll"wlll UI"8 10) h iJlltor.lnu~ by auhtrcetl"D tho dc~tc and "oduc:tlont (II,." Ii>> fr". th" I'llII')Uf1t lubject to tu Uln. 41.
7. Enttr the approprlata taM r.t. (line 7) a. d.t.r.lntd b.low.
A. For dat.. of d..th oeeyrrlng .ft.r 6/30/94, the tax rat.. 'or tran.f.r. to .pou... .r. .. follow..
1. Oat.. of de.th on or .ft.r 111"4 end b.'or. 1/1196 the rat. It n.
2. O.t.. 0' de.th on or aft.r 1/1/96 and b.'or. 1/1/97 tha rat. I. Zi.
3. D.t.. 0' d..th on or aftlr 1/1/97 end b.for. 1/1/91 the r.t. I. I~.
.. Oat.. 0' death on or .ft.r 1/1/91 tran.f.r. to spous.. will b. .x.apt fro. t.M.
Not.1 For d.t.. of dlath prior to 7/1/9' tran.f.r. to spau... .r. taxabl. at 6X.
I. Tran.f.r. to Iln.al d..cendant. Including father, ..th.r, .on, deught.r, arsndchlldren, .on-in-I.w,
daught.r-In-law, .t.pchlld and th.lr I..ue .re ta.abl. .t .1. p.rcent (6~).
C. Tran.f.r. to .11 other. Including brothlr, .Ist.r, unola, aunt, nephew and nl.e. .r. ta..bl. .t flftaan p.rcent (15X).
D. If you change the tax r.t., pl.... .p.elfy your r.l.tlon.hlp to the d.c.dant In the .r.. provided.
I. The aaount of t.. dUe (1In. I) I. d.t.r.IRId bv BUltlplylng the aaount ta.abl. Cline 6) bV the taM r.t. (line 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable dabt. end deductIon. .ra d.t.ralnad a. follow.'
A. Vou l.a.lly ar. r..pon.lbl. for p.y.ant, or the ..tat. .ubJ.et to ~Inl.tr.tlon by a ptr.onal r.pre.ent.tlv. I. In,u"lclant
to pay the deductlbl. It....
B. You ~tu.lly p.ld the dabt. aft.r d..th of the d.eadent and can furnish proo' of p.yaant.
C, Debt. baing cl.laad su.t o. It.alzed 'ully In P.rt S. If additional .pac. I. n..ded, u.. pl. In p~r I 1/2. M II". Proof of
p.veant .ay be raque.tad bV the PA D.p.rtaent of A.v~.
, .'.' .,'. .,,',., ,TAXPAYER ASSISTANCE ...,,'> '. ,....
IFVOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY, .
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE<
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRVUHITIN'
HARRISBURG AT (717) 787-8327. TDD' (7171 772-2252 (HEARING IMPAIREDONLVI
RE~.lS43' EX AFP (80941_
COHHOHWfAlllt [If PENNSYLVANIA
DEPARUtEHr Of' REVENUE
BLlREAU Of INDIVIDUAL lAMES
DEPT. 21D601
ItARRISBURD, PA 17UI-0601
) ,c,,- . I./.J... .~<S
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ESTATE OF IRA STEVENS
5.5. NO. 186-01-9868
DATE OF DEATH 02-24-95
COUNTY CUMBERLAND
NO. 21 -9s ...J/ 9r
95115795
04-29-95
TYPE OF ACCDUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
HEHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CHES~~R R ~T&VENS
....,128 PIN OAK.tN
SHIPPENSBURG . PA
"
17257
,.,
I
~J
DAUPHIN DEPOSIT BK . i~ h.. provided the D.p.~b.nt with the Infor..Uon I hhd b.low which h.. b..n y..d In calculating the
patentlal t.~ due. Their record. Indlc.te thlt at the dl.th of the abov. d.e.dent, YOU ...r. . joint own.r/ben.flel.ry of thl. account.
If YOU f..1 tJ,Jp-ln'on.U6n h Inut-net, pl.... obtain wrltt.n eorr.ctlon fro. the flnanclel InatttYtlon, attach. copy to thh for.
end r.tyrn ICCto'th. abow.\.ddr..~ :Jhl. account I. ta.abl. In accordanc. with the Inh.rltanee la. Law. nf the Co..onw..lth nf P.nn.ylv~l.
YuuUon. ..v b. an.wand bv cal!.l)0117) 111.1327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8000429640 D.t. 02-13-84
Est.bliah.d
Account B.l.nce
P.rcent T.)(abl.
A.ount Subj.ct to
TaM Rat.
Potanti.l Ta~ Du.
To in.ur. p,.opa,. cr.dlt to your account, two
(2) cop).. of thh notlc. ..at aecoltPany your
p."...,t to the R.ghter 0' Willi. "aka ch.ek
p.y.bl. tor ~R.al.t.,. of W1118, AgantR.
PART
rn
10,010.25
8.333
834.15
.06
50.05
TAXPAYER RESPONSE
FAILURI TO RESPOHDMILL.RESULT IN AHOFFICIALTAXASSESSHEHT BASED ON THIS. HOTICI!
x
Tox
NorEI If taM pay.antl ar. sad. within thr..
el) .onth. of the d.c.dantt. data of d.ath,
YOU .ay d.dUet . SX discount of thfl tax due.
Any Inherltanea tax due will baco.. d.UnqUllnt
nine C9J aontha aft.r the d.ta of d..th.
x
[CHECK ]
ONE
BLOCK
ONLY
A. (8 The abav. Infora.Uon end tu due II correct.
1. You ..y ehoo.. to ra.1t p.y..nt to the R.ght.,. of Wil.. with two cop... of this notlc. to obtain
. dl.eount or avoid Int.r.at, or you ..Y ch.ck bOM ~A~ and r.turn this notle. to the Raglst.r of
Wills and an official a.......nt will ba I..u.d by the PA n.p.rt.ant of R.v.nu..
B. 0 Th. above ....t ha. b..n or will b. r.part.d end tax p.ld wlth tha P.nn.ylvanl. Inherltanc. TaM r.turn
to b. fllad by the d.e.d.nt'. r.pr...nt.tlv..
c. 0 Th. abovI InfonatlDn l,--,-ncorr.ct and/o~.bh and d.ductlon. war. paid by YOU.
You au.t coapllt. PART L!J and/or PART ~ b.low.
If you indicat. a diff.rant t.)( r.t., pl.... st.te your
r.l.tionship to d.c.d.nt,
PART
[3]
TAX RETUnN - COMPUTATION
LINE 1. Doto Eatobl1.hod
2. Account O.lanc.
5, P.rcant T.xabl.
4. AMount Subj.ct to r.x
5. Debt. and Deduction.
6. AMount T.M.bl.
7. Ta)( Rat.
8. T.x Du.
PA
OFFICIALUSEONLV 0 AAf'!
DEPARTHENTOFREVENUE .
OF
1
2
3
4
5
6
7
8
TAX ON JOIllt."TRUST ACCOUNTS
K
rAil
I
,2
3
0\
5
6
.7
8
CLAIMED
x
PART
~
DATE
DEBTS AND DEDUCTIONS
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
I~TAL CEnt.r on Lin. 5 of Ta)( COMput.tion)
of p.rjury, I dacl.... th.t the fact. I
of MY knowl.dge and b.li.f.
I
.
.nd
b-~-'1,'1
A E
...
~ _.- ~.--~-
,_~~..d .~_
--.-
\
...-~ .
-
'.
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appllcabl. lnt.ra.t b...d on Infor..Uon
.ubaltt.d by the financl.1 Institution.
2. Inherltanc. taM b.co.I' delinquent nln. aanth. .,t.r the d.ead.nt', data of dlath.
S. A joint eccount I. t...bl. eyen though ~h. d.cldent'. n... wa. .dd.d .. . ..tter of conv.nl.nc..
~. Account. (Including tho.. h.ld b.tw.en hu.band and wlf.. which the d.e.dlnt put In joint n.... within on. ya.r prior to
d..th .r. fully t..abl. .. tran.far..
5. Account. .etabll.had jointlY between hu.bend and wlf. .or. than on. y.ar prior to d.ath ar. not ta..bl..
6. Account. h.ld by . d.c.d~t "In tru.t for" another or othar. ar. taMabl. fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A _ If the In,or..tlon and e~put.tlon In the notice .r. corr.et and dedUction. ar. not b.lng clel..d, plae. an "X"
In block "A" 0' Part 1 of the "T..pay.r A..pon..- ..ctlon. Sign two copt.. end .ub,lt th.. with your eh.ck for the ..ount of
ta. to the Regl.t.r of Will. o. the county Indlcat.d. Th. PA D.p.rt.ant of Rav.nu. will I.'u. an official .......ent
(For. REV-1541 EX) upon r.c.lpt of the ratyrn fro. thl Regl.t.r of will..
z. BLOCK' _ If the ....t sp.elfl.d on thl. notlc. ha. b.,n or will b. report.d .nd ta. p.ld with the P.nn.ylvanl. Inh.rlt.nc.
'a. R.turn fllad by the d.c.dent'. repre..nt.tlv., pl.ca an "X" In block "B" of Part 1 of the "Ta.p.y.r R..pon.." .actlon. Sign one
copy end r.turn to the PA a.p.rt..nt 0' R.venue, Bur.au of IndlvldU.l ,...., D.pt 210601, H.rrl.burg, PA 17121-0601 In the
anv.lope provided.
I
I
I,
,.
;
,
,
s. BLOCK C . If the notlc. Jnfor..tlon I. Incorr.et and/or d.ductlon. are b.lng cl.I..d, ch.ck block "C" and coapta'. Part. Z end S
according to In. In.hUlool!Ull. 1I1ll".. =I..~. tw~ cOl'lal "nd 11.1,:.1\ ...-:_ with Y,"'" rh.d. fnr the "aount of t.. payabl. to the R.ght.r
0' Willa 0' the county indie.t.d. Th. PA DIP.rt.ant 0' R.venu. will I..y. en o,flel.l ........nt (for. REV-1S48 EX) upon r.c.lpt
0' the r.turn fr~ the Ragl.tlr of will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent."
NOTE I
the det. the .ccount orlgln.11Y w.. ..tabll.hld or titl.d In the .anner ..I.tlng at data 0' d..th,
Far. d.c.d.nt dying .ft." lZ/1Z/8Z1 Account. which the d.c.dant put In joint n.... within on. (1) y..r of d.ath ar.
t...bl. fully a. tran.fera. Ilow.var, there I. en ..clu.lan not to ..c..d '5,000 p.r tran.f.r.. r.gardl..' of the v.lu. 0'
the .eeount or the nuab.r of account. h.ld.
If . double a.terl.k (MM) .ppaara b.for. your flr.t n... In the .ddr... portion 0' thl. not Ie., tha 15,000 ..clu.lon
.lr.ady h.a bean daduetld fro. lhe .ccount bal.ne. .. r.port.d by the flnanel.l In.tltutlon.
t. Entar the tot. 1 belanc. of the account Including Intlr..t accrued to the d.te of d..th.
5. The p.reent of the eccount th.t i. ta.able for each .urvlvor I. d.t.r.lnad .a follow.1
A. Th. p.reent t..abl. for Joint ....t. ..tabll.hed aor. than on. y..r prior to the d.c.d.nt'. d..th'
DIVIDED BY TOTAL HUHBER OF
JOINT OWNERS
E_.apl., A Joint ....t r.gl.t.rad
DIVIDED BY TOTAL HUHBER OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the n... 0' the d.c.d.nt and two oth.r p.r.on..
B. Th. p.reent t...bl. far ....t. craat.d within on. y..r of the dee.d.nt'. d..th or .cco~,t. own.d by the d.e.d.nt but h.ld
In tru.t 'or anothar Indlvldu.IC.) (tru.t b.naflclarl..),
1 DIVIDED BY 5 (JOINT OWNERS) DIVICED BY Z (SURVIVORS) . .167 X 100 . 16.7% (TAMABLE fOR EACH SURVIVOR)
1 DIVIDED BY TOTAL NUHBER OF SURVtVIHG JOINT
DWHERS DR TRUST BENEFICIARIES
X 100 . PERCENT TAXAllE
E.aaple, Joint account regl.ter.d In the n..1 of the d.c.d.nt and two oth.r par.on. .nd ..tabll.h.d within on. ya." 0' d..th by
the dlcld.nt.
1 DIVIDED IY Z (SURViVORS) . .51 X 100 . !l0lC (TAXABLE fOR EACH SlmVtVDR)
4, Th. ..ount .Ubjact to t.. (line ~) I. d.t.raln.d bv aUltlplVlng the .ccount balanc. Clln. Z) by the p.reent t...bl. (lln. 5).
S. Ent.r the tot.l 0' the d.bt. end dlductlon. ll.t.d In P.rt 5.
6. 'h. ..ount ta.abla (11M 6) I. d.t.r.ln.d by .UbtraCUng tn. uabl. end lJ.ouGclunl O&llw lIJ frllw \Ilw "UUIl' .uUJa~l '0 t"4 nllltl If).
7. Ent.r the .pproprlat. tax rata (1In. 7) .. d.t.ralnld b.low.
A. For d.t.. of dl.th occurring aft.r 6/30/94, lh. taM r.t.. for tran.f.r. to .pou... ar. .. follow.'
1. D.t.. of dl.th on or .ft.r 1/1/94 and be for. 1/1/96 tha rat. I. 3~.
Z. D.t.. of d.ath on or aft.,. 1/1/96 and b.far. 1/1/97 the rat. I. ZX.
5. o.t.. of d.eth on or aft.r 1/1/97 and b.for. 1/1/98 the rat. I. IX.
~. D.t.. of da.th on or aft.r 1/1/98 transfar. to .pou... will ~ ..a~t fro. t...
Hot.1 For d.te. of d..th prior to 1/1/94 tran.f.r. to .pau... .r. ta.abl. at 6X.
B. Tran.f.n to IInllll da.cendant. Including father, aoth.r, .on, daught.r, grandehlldran, .0n-In-lltW,
daught.r-ln-lltW, .t.pchlld ~ th.lr I..u. or. ta.abl. at .IM p.rc.nt (6X).
C. Tran.f.r. to .11 olhar. Including brother, .I.ter, unci., aunt, neph.w and nl.e. .r. ta..bl. at fi,t.an p.reant (ISX).
D. If you changa the t.M rat., pl.... spaelfY your r.lation.hlp to the d.cad.nt In the .r.. provld.d.
8. The awount of taM due (line I) is d.teraln~ by .ultlplylng the .aount ta.abl. (lln. 6) by the taM rat. (1lna 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. and d.ductlon. .r. d.t.r.ln.d .. follow.'
A. You l.gallY .r. r..pon.ibl. for pey.ant, or lhe ..tat. .ubj.ct to ftdalnl.tr.tlon by . per.on.l r.pr..entativ. i. In.u'flcl.nt
to pay the deduCtible It....
.. You actually p.ld the dabta .ftar d..th of the dec.dant end can furnl.h proof 0' p.v-.nt.
C. Debt, b.lng cl.I..d au.t b. It..lz.d 'ully In P.rt 3. If .ddltlon.l ,paca I. n..d.d, u.. pl.ln papa" 1 1/2" M 11". Proof of
p.Y1lant ..y be requ.et.d b:,f the PA D.p."taant of R.v.nu..
...." ',' " TAXPAYER ASSISTANCE
IF VOU 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-S327.TDD' (717l 772-2252 (HEARING IHPAIRED ONLVI
."'.f
iJ
~
1
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.~. ---- - -..: -_..::.- - - - -_.-..-.~.~ ~.... ~.,~ ---- ---- - -~ - - -. - -- - ._- -- ..- - - -- -- -- ---
" .,'. ".. . .
, ... ',. '.,.. COMMONWEALTH OF PENNSYLVANIA
DNo.AA047956 '.. ".'. . . DIPARTMIHTOP RIVINUI " .. .
"'''''''1'''' . . 'OFFICIA\.RECEIPT . PENNSYLVANIA INHERI1'ANCEANDESTATETAX .,
" .......-.......,
'.'.,..
.'...:::.:....." ::
"'.'. .". .
RECEIVED FROM:
&
ACN
ASSESSMENT r:t
CONTROL ...
NUMBER
AMOUNT
SONORA J STEVENS
129 PIN OAK LANE
93113S30
$39.01
93113796
93113793
$30.16
.30.03
SHIPPENSSURD PA 17237
lOtOH'"
ESTATE INfORMATION,
1:1 filE NUMBER
~ 21-19'13-04'19
II NAME Of DECEDENT (LAST)
I] DATE Of PAYMENT
EJ POSTMAR E
COUNTY
SSN 186-01-9968
(fiRST) (MI)
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
&1::19.22
SEAL
CHECK" 2613
RECEIVED BY
SONORA J STEVENS
REGISTER OF WILLS
MARY C. LEWI
REGISTER OF WILLS
C"'~--:- --:;;..-:-::_-~,___ -.,......-- - ---- ........,.....,~-.---- -.----. --,--- -,- --~~"- --':::-:-,,;,~"~'~''''-7--:-~ ..-.0;.,-,--,-
~. ., ,
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'"
T
. .
.:
.._-- .
-~
t..- ~
--:-
"."
..
....,--,.
--._--~~A.
r-
REV-1543 EX AFP 18-941_
COHttOHWEAl TH OF PENHSYlVAHIA
DfPAAlHEHT Of REVENUE
BUREAU OF IHDIYIDUAl TAXES
DEPT. 280601
IlARRISlURO, PA 171Z8-0601
ESTATE OF IRA STEVENS
5.5. NO. 186-01-9868
DATE OF DEATH 02-24-95
COUNTY CUMBERLAND
NO. 21 J/f- '1f/S
95115797
04-29-95
TVPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACH
DATE
ROBERT E STEVENS
223 EKING ST
SHIPPENSBURG
PA 17257
rz.~.k.-C'S.ka ~.ul--'" / 9 I '7
DAUPHIN DEPOSIT BK I T h.. provld.d the n.p.rt..nt with the Infor..Uon 1I.t.d bllow which h.. h.n uud In calculating the
pot.ntl.1 ta. du.. Th.l~ record. Indleata that at the d..th of the above decad.nt, you w.r. a joint own.r/b.n.flclary of this account.
I' you f... thl. Infor..tlon I. Incorr.et, pl.... obt.ln wrltt.n corr.ctlon fro. the flnancl.l In.tltytlon, attach n copy to thl. for.
and r.turn It to th. ahnv. addr..., Thl. ~ecount I. ta..bl. In aceordanr.n with th4 Inheritance T.M lftw~ of the Ca..onw..lth of Penn.ylv.nla.
Qy..donl ..>>' ba ..,.w.rtlo by cftaHug till' ,al.a1tl.
COMPLETE PART 1 BELOW .
Account No. 8000426161
. . SEE REVERSE SIDE FOR
Dot. 02-16-83
E.t.b1hh.d
FILING AND PAYMENT IHSTRUCTIONS
To In.ur. prop.r cr.dlt to yoyr .ccount, two
ez) cop I.. of thl. not Ie. .u.t accoap.ny vour
p.v..nt to the Ragllt.r of Will.. Haka ch.ck
payable tOI "Ragl.tar of WillI, Aglnt".
PART
CD
10,033.08
8.333
836.06
.06
50.16
TAXPAYER RESPONSE
FAILURE TO RESPOND ifILL RESULT IH AH OFFICIAL TAX ASSESSHENT BASED ON THIS HOTICE
Account B.lanca
Parcent Taxabla
AMount Subject to
Ta)( Rat.
Potential TaM Dua
x
HOTEl If taM pay..nt. .r. ..d. within thr..
U) aonth. of the d.c.d.nt'. d.t. of dl.th,
you ..y d.duct . S:C dhcount of the tal( du..
Any Inh.rltane. h. due will b.ca.. d.llnqu.nt
nln. (9) aontha n't.r the data of d..th.
T..
x
[CHECK ]
ONE
BLOCK
ONLY
A. ~h. .bove Infor..tlon and t.M due I. corr.et.
4fT. You ..y chao.. to r..U pay..nt to the R.ght.r of NUll with two copl.. of this notlc. to obt.ln
. dl.count or .vold Int.r..t, Dr you ..y ch.ck bOM "A" and return thl. not Ie. to the Reglst.r of
will. and an offlcl.1 ........nt will b. I..u.d bv the PA D.part.ant 0' Rav.nu..
I. c:J Th. above ....t ha. b..n or will ba r.ported and t.M paid with the Plnnlylv.nln Inh.rlt.nca Ta. r.turn
to b. filed by the dec.d.nt'. r.pr...ntatlv..
C. c=J Th. .bov. lnfor..tlon I~ncorr.et and/oftj.bt. .nd dlductlon. w.r. pelf(b~ you.
Vou .u.t co.pl.t. PART Z .nd/o~ PARI ) b.low. ,- . . \:
, ':
:TJ
PART
~
If you Indlc.t. a dlff.rent ta)( rat., pl.... at.t. your
ral.tlonahlp to d.cad.ntt
OFFICIAL USE ONLY 0 AAF.
PA DEPARTHtNT OF:REVENUE
: ",'." , I.', ,::._. ~~~ :'~.
--'"'." ;-.~-_...
-
TI'.X o~! JOn!UTnUr.! !'.!~CC!U~!9 rAC
1
2
K 3
4
5
6
X 7
8
DEBTS AND DEDUCTIONS CLAIHED
!.A."I.
!1ETUrltl - COHI'UTI',T:Otl OF
1. Dat. E,t.b11,h.d 1
2. Account S.lanca 2
3. P.rcent TaMabl. 3
4. AMount Subj.ot to T.M 4
5. D.bt, .nd Deduotlona 5
6. AMount T.Mable 6
7. TaM Rat. 7
8. Ta)( Due 8
LINE
"':'~ .... ",f
",.,._ L') 0
.~.... ,.:.
PART
~
DATE
PAYEE
DESCRIPTION
AMOUNT PAID
PAID
I
.
I
TOTAL IEnt.r on Llna 5 of Te)( COMPut.tlon)
have r.port.d above are tru., corr.ct and
HOME 1 '71 7 I -; 3:;1. - /'1"Y''')'
WORK 1 I
GENERAL INFORMATION
1. FAILURE TD RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appllcabl. Intar..t b...d on Infor..tlon
.ubtlltt,d by the flnMel.l In.Ututlon.
Z. Inh.rltanc. taM baco... d.llnquent nln. .onth. .ft.,. the dlc.dant'. data of d..th.
s. A Joint account I. t...bl. .v.n though ~h. dlc.dant'. naa. WI. .dd.d .. . ..tt.r of conv.nl.nc..
~. Account. (IncludIng tho.. h.ld b.tw.en hu.blnd and wi'.. which the dlcldant Pyt In Joint n.... within on. y..r prior to
d..th Ir. fully tnabl. ., tran.'.".
S. Ace~t. ..tabll.hed Jolntlw batw.en hulband and wlf. IGr. then on. y..r prior to dllth .r. not t'.able.
6. Account. h.ld by . dec.dent "In tryst for" anoth.r or athlr. Ir. t...bl. fullv.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A - If thl Infor..tlon and cOlputatlon In the notlc. .r. correct and deduction. ar. not b.lng cl,I..d, pl.c. en "X"
In block "AM 0' Part 1 of thl "TaMP.V." A..pon.... uctlon. Sign two capl.. and .Wllt th.. with your ch.ck for the eaount of
t.. to the Algl.t.t of Will. 0' the eountv Indlc.t.d. Th. PA Dlp.rt..nt 0' R.v.nu. will I..u. an of'lelal .......ant
(For. REY.lS41 EX) upon r.c.lpt 0' the r.turn fr~ the R.gl.tl,. of will.,
Z. ILDCK I ~ I' the ....t 'Plel'..d on thl. notlc. h.. ba.n or will b. r.ported and t.1l p.ld with the Penn.ylvanl. Inheritance
T.M R.turn 111.d by thl d.e.dent', r.pr...nt.tlv., pileI an "X" In block "." 0' PItt I of the "r..p.yer R..pon.... '.ctlon. Sign one
copy and r.turn to the PA D.Plrt..n, of A.v.no., Bur.., of Individual TIIC", D.pt Z80601, tllrrhbtJrg, Pi 1712'.0601 In tha
envalope provld.d.
5. IlOCK C . If the notlc. Infor.atlon I. Incorrect and/or d.ductlon. et. blinD Clll..d, ch.ck block "C" and eo~l.t. Pert. Z and 5
Q~cordlng to tho lnrtructlenr ~.Inw, -'8" t~n ~nol.. and .ub.lt th.. with ynur eh.ck for the .aount of ta. p.y.bl. to the Algletlr
0' Will. of tha c~ty Indlc.t.d. Th. PA Dlp.rt.ant of Rlv.nu. will I..u. an official ........nt (for. AEY-1548 EX) upon r.c.lpt
0' the r.tyrn fro. the Ragl.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Ent.r the data the account orlgln.llY w.. ..IIb".h.d or tlll.d In tho .ann.r ..I.tlng .t data 0' d.alh.
NOTEI For. d.e.d.nt dYing .ft.r 11/lZ/8l, Acc( t. which Iha dlc.d.nt put In joint n.... within on. (I) ya.r 0' d..th .r.
t.xabl. fully a. tran.f.r.. ttow.v.r, 'h.r.. II an ..elu.lon not 10 ..c..d U,OOO p.r tran".r.. r.g.rd.... of tho valY. 0'
the account or tho nu.b.r 0' account. h.ld.
If . doubl. ..t.rl.k C-.) app..r. b.'or. your 'Ir.t n... In the addr... portion 0' thl. notlc., the '5,000 ..clu.lon
.lr.ady h.. b.an deducted fro. the account b.lanc. .. r.port.d by the ,lnanel.1 In.tltullon.
Z. Ent.r the tot.1 balene. 0' the aceounl Inoludlng Int.r..t .cerued to the d.t. 0' d..th.
5. Tho p.rc.nt 0' the account th.t I. t..abl. for ..ch .yrvlvar I. d.t.r.ln.d a. 'ollow'l
A. Th. p.rcent t..abl. 'or joint ....t. ..t.bll.h.d .or. than on. y.ar prior to the d.c.d.nt'. d.ath,
I DIVIDED IY TOTAL HUMBER Of DIVIDfD IY
JOINT OWNERS
E..~I., A joint ....t r.gl.t.r.d In the n..a 0'
TOTAL HUHBER OF X 100 . PERCENT TAXAlLE
SURVIVINa JOINT OWNERS
the dlc.dent and two oth.r p.r.on..
..
Th. p.rc.nt ta.abl. for ....t. cr..t.d within on. y..r of tha d.e.dent'. d..th Dr account. own.d by th. d.e.d.nt but h.ld
In Iru.t for enothlr IndlvlduaIC.) Ctry.t bln.'lelarl..),
1 DIVIDED BY 5 CJOINT OWNERS) DIVIDED IY 2 (SURVIVORS) . .161 X 100 . 16.1~ (TAMAILE FOR EACH SURVIVOR)
1 DIVIDED BY TOTAL HUHIER OF SURVIVINa JOINT
OWNERS OR TRUST BEHEFICIARIES
X 100 . PERCENT TAMABLE
~
E..~I., Joint account r.gl.t.r.d In the na.. of the dec.d.nt and two oth.r p.r.on. .nd ..t.bll.h.d within on. y..r of d..th by
the dle.dent.
I DIVIDED BV Z (SURVIVORS) . .50 X 100 . 50;( UAXAlLE FOR EAel! SURVIVDR)
4. Th. ftaounl .ybj.et to t.M (1In. 4) I. dll.raln.d b~ .Yltlplvlng the account bal.nc. (1In. l) bv Ih. p.rc.nt ta..bl. (1In. 5).
5. Ent.r the tot.1 0' tha dlbt. end deduellon. II.t.d In Part S.
It. lno ...aunt \.lu,lJl. lU,.. OJ 11 u"~.r..II".u Y)' .Ul.tlllt",~.Il1" U,. ....Llh alioS da.J.uoUUIII' UlI,,, !,,) ,...,. il,. .......w,,\ lIwt.J..,,\ tu e... Cll"", to).
1. Ent.r the .pproprlat. t.M r.l. (1In. 7) .. d.t.r.lnld bolow.
A. For d.t.. of d..th occurring aft.r 6/50/94, the ta. roll' for tran.for. to .pou... ar. .. follow'l
1. Dol.. of d.ath on or .ft.r 111/94 and b.for. 1/1/96 the rot. I. 3~.
z. Datil of d..th on Dr .ft.r 1/1/96 and bl'or. 1/1/97 the r.t. I. Z~.
5. Oil.. 0' d.ath on or .ftor 1/1/97 and b.for. 1/1/98 the rat. I. I~.
4. Olt.. of dloth on or .ft.r 1/1/98 tran,'.r. to .pau... will b. ..Iapt fro. ta..
Hat., for d.ta. of d..th prior to 1/1/94 tr.n,'.rL to .pou... .r. t..abl. .t 6~.
I, Tran.f.r. to Un..1 d.,c.ndanta Including f.th.r, IKIth.r, .on, d.yDhter, arandchlldren, .on-In-Iaw,
dauaht.r~ln-Iaw, .t.pchlld end their I..y. .r. t..abl. .t .IM p.rcent (6~).
C. Tran.f.r. to .11 oth.r. InclUding broth.r, .I.t.r, unci., aunt, n.ph.w end nlec. .r. taxabl. et flft.en porcent 115~).
D. If ~ou change the tl. rat., pl.... .paclfy Your r.latlon.hlp to the dlc.d.nt In the .r.. provldad.
I. Tho MOUnt of tax due Uln. I) II d.t.r.ln.d by INIt1pl.'lng the ..aunt ta..bl. Uln. 6) by the taM rat. Uln. 11,
;
,
,
I
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. end d.ductlon. .r. d.t.r.lnad .. follow. I
..
..
C.
You llgally ar. re.pon.lbl. for pav.ent, or the ..tat. .UbJ.ct to adalnl.tratlon by a p.r.on.1 r.pre.entatlv. I. In,u'flclent
to PlY the d.ductlble It....
You .etyaUy P.ld the debts aft.r death of lhe dec.d~t.nd can 'Yrnhh proo' 0' P.y.....t.('C' .IJ 1.11' CI lnl' "r:.
Debb b.lng el.I..d MI.t be It..b.d fully In Put J. If addltion.l ,plca Is nndod, uuGtr.lh ..,. 1 ~Ir" I tll":JUJroof of
p.YHnt .ay be roqu..t.d by tho PA D.p.rt.."t of RevenlIl.
.
TAXPAYER ASSISTANCE
'. . IF YOU NEED FURTHER INFORHATION 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 IHPAIRED ONLY)
REV-1543 EX AFP (B-941 '*
COHHQNWUllll Of PENNSYLVANIA
DEPARTHEHT OF REVENUE
IUAEAU OF tHDIVlDUAl TAMES
DEPt. 110601
HARRISIURG, PA 17UI.06D1
ESTATE OF IRA STEVENS
5.5. NO. 186-01-9868
DATE OF DEATH 02-24-95
COUNTY CUMBERLAND
FILE NO. 21 .
ACN 95115794
DATE 04-29-95
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ROBERT E STEVENS
223 EKING ST
SHIPPENSBURG
PA 17257
Po.:.ell C~JJ...,.r / 9' 17
DAUPHIN DEPOSIT BK I T h.. provldad the Dlp.rt..nt wlth the Infur..tlon titl.d belOtl which h.. b.an u..d In calculating the
polonllol 10' duo. 'holr ro.ord. Indl..t. Ih.1 .1 Ih. do.lh o' Ih. .bO.' d...d.nl, ,OU vor. . jolnl own.r/bana.I.I.r. o. Ihl. ...ounl.
If you ,..1 thl. I"for..tlon I. Incorr.ct, P..... abt.ln wrlttan corr.etlon 'roa the flnancl.1 In.tltutlon, .tt.ch . COpy to thl. for.
end r.lurn It to Ih. .bo'. .ddr.... 'hI. ...ounl I. to..bl. In ...ord.... vtlh Ih. Inh.rll..'. ,.. L.v. o. Ih. Co.......II" o. pann..I..nl..
WIIdlbll' ..v D. .....w.r.a DV eaUlng \II" ,o,-Utl.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILINo AHD PAYHENT INSTRUCTIONS
Account No. 8000429640 Doh 02-13-84
Eat-blt.had
Account Balance
Parcant Taxab1a
A.aunt Subjact to
TaM Rat.
potantia1 Ta)( Dua
10 Insur. prop.r cr.dlt to your account, two
(2) cap I.. of thl. notlc' .u.t acco.,anv your
p.y..nt to the R.gI.t.r of Will.. Hak. ch.ck
p.yable tOI "R.ght.r of Wills, Agent".
PART
CD
10,010.25
8.333
834.15
.06
50.05
TAXPAYER RESPONSE
FAILURILTO RESPOND MILL RESULT, IH AH OFFICIAL TAX ASSESSNEHT BASI!DOHTHISHOTICE
x
HOlE I If taw p.v..nt. ar. ..d. within thr..
eS) aonth. 0' the d.c.d.nt's d.t. of d..th,
you '.V d.dUet a SX dl.count of the t.M due.
Any Inh.rltanc. taM due will b.coa. delinquent
nln. (9) aonth. .,t.r the data of d..th.
Tox
x
i A.
i
I
I [ CHECK ]
ONE
BLOCK ..
ONLY
c.
~ Th. above Infor..tlon and taM due I. correct.
~, You .av choo,' to r..lt pay.ant to the R.glst.r 0' Will. with two cop I.. of thl. notice to obt.ln
. dl.count or avoid Inter..t, or you ..y ch.ck bOM "A" and r.turn this notlc. to the R.gl.t.r of
Will. and .n official ........nt will b. I..uad by the PA D.parta.nt of Rlv.nu..
c:J Th. .bove ....t ha. ba.n or will ba repart.d and ta. paid with the p.nn,Ylvanl. Inh.rltanc. TaM r.turn
to b. fll.d bV the dlc.d.nt.. rapr...nt.Uv.. n(J :u
~ it- '0 <>-'''\'"1
o Th. above Infora.Uon I~ncorr.ct and/o~.bt. and d.dUctlan. w.r. p.ld'by you.l1\ ; ,-
You lU.t co.pl.t. PART l!J and/or PARt ~ balow. '
,
If you lndlcata a dlffarant ta)( rat., pl.... .tat. your
r.lation.hlp to dacad.ntl
OFFICIAt'"'USE OIll;V 0 AAF'
PA. DEPARTH~TOF<)lE~ENUE'" .
'...:. ,'"' '.'
PART
~
T,." R!.TURN - cnHPIITlInnN
LINE 1. Doto Eotobl1.hod
2. Account Ba1anca
3. Parcant Taxabl.
4. A.ount Subjact to Tax
S. D.bta and Daductlon.
6. Aaount Taxabl.
7. TaM Rat.
8. Ta)( Du.
u" nN .lnrNTITPII!lT lIr.r.(lI.lNTS
~, ';:1'" .
OF
1
2
3 ~
4
5
6
7 X
8
'-"
~~,
,
-~
(/; ,~
-
..,;' \.(';.'
~ J ..
')>>;:1
\~
.... :<.,:,,:.;,
DEBTS AND DEDUCTIONS CLAIMED
PART
~
DATE PAID
PAYEE
DESCR I PTI ON
AMOUNT PAID
TOTAL tEntar on Lln. 5 of Tax Coaputatlon)
.
f perjury, I declare that the fact. I
MY knowledga and bellaf.
..u.#...4"..:1/
hava raported above ara tru., correct
HOME (-/If) ,~; 3,)' I~f(r
WORK ( )
DATE
ond
GENERAL INFORMATION
1. FAILURE TD RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with _11."10 Into,o.t b.... on Inf.,..t1on
~.ttad by the 'InanGl.l In.tltutlon.
z. Inherlt8nC. taM becoaa. delinquent nine ~th. aft.r the decedent'. d.t. o' de.th.
S. A Joint NOount .. ....bl. .van though ~he d.e"",'. .... .... Mkled .. . ..tt.r ., convenlenc..
4. Account. UnolucUftI tho.. held b.t,,"" hu.band and wlf.) which ttMi d.cad<<il put In joint MM1. ,"thln one w..r prior to
IInth .r. fulh 'I.abl. al tr....'.".
I. Accountt ..t.atUMM jolnth bIIt...... hu.band and wlf. acr. than one y..r prior to death .r. not t...l..
,. Acoount. held by . decadent Rln tru.t forR ~thar or o~r. .r. taKabl. fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BlOCl"" If the lnlar..Uon and cDIIPUtaUon In the notlc. ar. corrHt and d.watlon. .r. not b.lng cl......, ,lac. ." .....
In block "A" of "rt 1 0' the "T.llpIYlr R..pon.... IICtlon. Ilgn two copt.. and ,uNit thH with your check far' the .-owIt 0'
tlX to the Realat.r 0' Willi 0' the countr IncHc.tad. The Pi Pepertaant 0' A.v."..,. will hNII an offlolal ........."
('or. REV~l54' EX) upon ree..,t of the r.tyrn fru. the Regl.tar of Will..
I. BLOCK I - If thl ....t .,.olflld on thl. notlc. h.. b.an or will b. r.port.d and tlX p.ld with the Penn.vlvanla Inheritance
Tn A,turn filed by the dMBdlnt'. r.pr..entatlv., plac. en ")C" In block ... of Part I 0' the "T..p.y.r R..pon.... .aatlar" IS." one
copy ~ r.turn to t~ Pi D.partaant 0' R.venue, lur..u 0' IndlvldU.1 T...., Dept 180601, H.rrl.burg, PA 17118.0601 In the
~lopI provided.
S. ILOCI. C .. If the noUc. In'or,.UDn h lnoorrlet and/or deducUon. Irl being clIIHd, check block "C" Met cDllPlate P.rll Z Met S
.ecordlM to the In.tructlon. below. Ilan two copl.. WMI .ubelt the. ..lth your check 'or tha MOUnt 0' teM p.y"'l. to tM Regl.tlr
0' Will. 0' the county Indicated. Th. PA O.p.rt.ant 0' R.v~ will I..us an of'lelal ......lent ('or. REV.I541 ~) upon rec.Spt
0' the return froe the R.gi.t.r D' willi.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r the det. the account originally.... ..tabli.hld or titled In the .annar ..I.tlng at data of d..th.
NOTE I for. decadent Iblna .ft.r 12112111' Accounts Which the decadent put In joint n.... within one U) y.ar 0' de.th ar.
taxabla fully.. tran.'.r.. Howev.r, th.ra I. an .xolu.lon not to .xc..d '5,000 per tran.'.r.. rag.rdl... 0' the value of
thII account or the nuabar 0' KCount. hald.
If a doubla a.terllk [..) appear. be'or. your 'Ir.t neae In the addre.. portion of thl. not Ie., the '5,000 exclu.lon
.lr.ectw h.. bean deduct.d 'roe the KCCUlt balanc. .. reported by the flnllnCl.1 In.tltutlon.
Z. Enter the totd b.1Me. of the account lnolucflng Int.ra.t eccrU4ld to the date 0' de.th.
S. The percent 0' the account that I. t..abl. for aach .urvlvor I. dat.r.lned .. 'allow.,
i. ThI parcent t..abl. for joint ....t. ..tabllahed lOr. than ona yaar prior to the d.cedent'. d..th,
l' DIVIDED IY TOTAL HUKIER OF
JOINT DWHE:RS
Ex-.pl.. A joint ....t regl.t.rld
DIVIIJ[IJ IV TDTAL tutlER OF X 100 . PERCENT TAXAILE
SURYIVIHC .HUNT OWNERS
In the n... 0' the dacadant and two other p.reon..
1 DIVIDED IY 5 [JOINT OWNERS) DIVIDED IY Z [SURVIVORS) . .167 X 100 . 16.7% [fAXAILE FOR EACH SURVIVOR)
I. The percent t..abl. 'or ....t. cr..tad ..lthln OM yaar 0' the decadent.. d..th or account. owned by the d.eadent but held
In tru.t 'or anoth.r Indlvldu,l(.) Ctru.t bene,lel.rl..),
I DIVIDED IY TDTAL NUKBER Of SURVIVING JOINT
OWNERS DR TRUST IENEflCIARIES
EXlllpl.. Joint .ccOWlt r.ght.rld In the OIl. 0' the d.ead..,t and two other p.rson. and ..tltblhhed within one y..r 0' d.ath by
the d.e.dent.
I DIVlDE:O IY Z: CSUMVIVORS) . .50 X 100 . SOX [fAXAlLE fOR EACH SUMvlvot1)
X 100 . PERCENT TAMAllE
4. ThI MOUnt .wJ.ct to tu Uln. 4) .. d.t.r_lnad by .,1tlplYlng the .ccount b.llnC. Uln. 2) by the p.rcent t.x.bl. Ulna S).
I. Entar the tot.l 0' the dlbt. ~ deduction. ll.ted In Part 5.
6. n,w..wnt ta.DltI. Ulnll ,) h rJatllr.lnod b,. ~,..tr.('tlng the rt.hta """ rilNlUtltlnnl f1J". fU fro. t.. 8lIOUnt .tJbtaot to tax (line 4).
7. Entar the ~rDPrJ.t. t.x r.t. Cline 7) .. detar.lned b.low.
A. Fer d.t.. of d..th occurring .,t.r 6/50/94, the t.. r.t.. 'or tran.'.r. to .pou... ar. .1 'allow..
I. D.t.. 0' de.th on or .,t.r 7/1/94 and bafor. 1/1/96 the rat. I. 5~.
Z. Oat.. of death on or .,t.r 1/1/9' and b.for. 1/1/97 tha rat. I. ZX.
5. Oat.. 0' d.ath on or .,t.r 1/1/97 and b.for. 1/1/9. the rata I. IX.
4. Dat.. 0' de.th on or .,t.r 1/1/98 tren.f.r. to .pau.a. ..Ill be ..aapt 'roe t.M.
Not.. For dat.. D' delth prior to 7/1/94 tran,'.r. to .pou... ar. t..able .t 'X.
I. Tranal.r. to lineal de.eand8nts Including '.tMr, IIOther, .on, ~t.r, grandchildren, .on"ln.....,
daught.r"ln"law, .t.pchlld end thalr I.SUI .r. t.xabl. at .1. percent ('X).
C. Tran.'." to IU other. Including brDther, ...tlr, unci., aunt, MPhft end nlec. ar. t.xabl. .t flftlWt PIIrcent US~).
D. If you change the tu rat., pi.... spealh your r.latlonshlp to the d.c.dent In the ar.. prOVided.
I. Tha..aunt e' taM due Ulna .) .. det.r.lned by aultlplYlng the MOUnt t.xabl. Uln. 6) by the tu r.t. Ulne 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabta end deduction. .r. detaralned a. 'ellow..
i. You legally .r. r..pon.lbl. for p.weant, or the ..tat. .ubJact to ~Inl.tr.tlon by . PIIr.onal repr..ent.tlv. I. Insu"Iclent
to pay the deductlbl. It....
I. You IOtuallY paid the debts .ft.r d..th 0' the dacad<<lt -.d can furnhh proo' of p.YMtlt. C'C' 'l'I.l'V a Jnf'SI:.
c. IIabt. baing alalNd .u.t be It_Iud 'ulh In P.rt 5. If 1Mtd1tIDn.1 .pac. I. nHOed, u.. Hitn" .... . l:tr . '1~". 'fIrDO' of
p.YHnt aay be requlltad by the PA Depart.."t 0' R.v......,..
,.. .",.."..""".,.,,...,.' ,., . , ., ,.', "TAXPAVER,'ASSISTANCE<', .,. "'::':"":':,:.'..,:;,..;'.' '. "
. ,:IFVOUNEEDFURTHERINFORHATIOHORASSISTANCE,CONTACTAHV, ..
" :::.'_:':':'_;';'.':_:' ,-', REGISTER': OF: WILLS:~::_PA'-DEPARTHENT:,OF::.: REVEHUE:::DISTRICT::'OFFICe~'.' ~::::._..:,.:::.:::::)'.;.
"OR,.CALL.THEBUREAU<OF': INDIVIDUAlTAXESi TAXt'AVERINQUIRV' UHIT'IN,,:":'? .,.
". HARRISBURG Ar(717), 787-8327." ,., TDD"'. (717),712-2252" (HEARINGIHPAIRED, ONt V),
.~ .. ',"'.' .,
'.-...,:'....
R!V-1543 EX AFP (8-941*
CQHHOHWULtU OF PEHNSVLVAHIA
lKPARlHENI OF R[V[HlJ(
IURfAU OF INDIVIDUAl TU[S .
DEPl'. lI0601
ItARRUIURO, PA 11U8-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
NO. 21
95115851
04-29-95
TYPE OF ACCOUNT
~ SAVING~
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
FILE
ACN
DATE
ESTATE OF IRA STEVENS
5.5. NO. 186-01-9868
DATE OF DEATII 02-24-95
COUNTY CUMBERLAND
ROBERT E STEVENS
223 EKING ST
SHIPPENSBURG PA 17257
Pcu.c9- eS6~-d,,<4l
/ql7
DAUPHIN DEPOSIT BANK I h.. provld.d the Dlp.rt..nt with the Infor..t1on I ht.d b.low which h.. b..n y..d In calculating the
potantl.. t.M du.. Th.lr r.eord. Indlcat. that .t the d.ath of the above d.c.dent, you w.r. a joint own.r/bsnaflel.ry of thl. account.
If you fall this Infur..tlon Is Incorr.ct, pl.... obtain wrltt.n correction fro. the financial In.tltutlon, attach. copy to thll for.
~ r.turn It to the above eddr.... Thl. account I. ta.abla In accordanc. with t~. 'nharlt~a Ta. law. of the C~.onw..lth n' r~"".~lv~l.
Qu..tlon. ..y b. an.w.red b1 c.lllng (117) 117-1527.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT IHSTRUCTIOHS
Account No. 0097538051 D.t. 06-01-84
E.tab11.had
Account Balanc.
Percent T.~.bl.
AMount Subj.ct to
T.M R.t.
Pot.nti.l Ta)( Dua
7.802.46
8.333
650.18
.06
39.01
TAXPAYER RESPONSE
FAILURE TO RESPOND MILL RESULT IN AH OFFICIAL TAX ASSESSNEHT BASED ON THIS HOTICE
10 In.ura prop.r er.dlt to your .ecount, two
(z) cop I.. of thl. not lea au.t .cco.p.ny your
pay..nt to the R.gl.t.r 0' Will.. Hek. ch.ck
p.yabla tot "Ragl.t.r of Will., Agent".
x
x
HOTEl If ta. p.y..nt. ar. a.d. within thraa
es. eonth. of the d.c.d.nt'. d.t. of d..th,
you a.y d.duct a 5~ dl.count of the taM du..
Any Inh.rltanc. t.M due will blcoa. d.llnquent
nln. (9) .onth' aft.r the data of d.ath.
T..
PART
CD
..
'h. above Infor..tlon and tax due I. corr.et.
You ..y choo.. to r..lt p.y.ant to the R.gIst.r of Will. with two cop I.. of thl. notlc. to obtain
a dl.eount or avoid Intlr..t, or you ..y chack box -A" and r.turn thl. not Ie. to the R.gl.tar of
Will, and an official .......Int will b. I..u.d by thl PA D.p.rt..nt of R.v.nu..
[CHECK ]
ONE
BLOCK
ONLY
B. E:l Th. .bov. ....t h.. b..n or will b. r.port.d and tax p.ld with the P.nn~lv.nl. Inh.rltanc. T'M r.turn
to b. flhd bv the d.c.d.nt'. r.pr...nt.tlv.. l)~'>. _.:IJ
L- C. \..... . :\,
C. 0 Th. abav. In'or.atlon 'Mncorr.ct .nd/00.bh end dlductlon. ".ra p~ld bv you.' " -
You .uat co.pl.t. PART Z and/or PART S b.loN,
I
If you Indicat. a diff.rant ta)( rata, pl.... .tate your
relctionahlp to d.cedent.
PART
~
TAil RtTURrl - COHPUTAiIO::
LINE 1. Dat. Eatablished
2. Account B.lanc.
3. P.rcent Ta~able
4. AMount Subject to TaM
5. Debt. .nd Deductions
6. A.ount T.~abla
7. ra)( R.t.
8. T.~ Due
0. TAX c:~ J::n:r4T,rm':3T I.::CUUTO
OFFICIA - USE ONLY 0 AAF
PA DEPARTH~T OF'REVENUE
r.-
"..
PART
[!]
DATE
DEllTS AND
1
2
3
'I
5
6
7
o
DEDUCTIONS CLAIMED
),;;:J
',:..,
~_.t
\..J
....,
CI) c'
1
2
3
4
S
6
7 X
e
X
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnter on Line 5 of T.~ COMPut.tion)
I
.
hav. report.d above ara lru.y correct
HOME (':'/7 ) Lj 1)" - 7 c,...r
WORK ( )
.nd
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appllcabl. Int.r..t b..ad on Infor..Uon
.ubIIl\t.d by the flnwtcl.1 In.tltution.
z. lnh1rlt~. t.x b.coa.. dlllnquant nln. .ontha .,t.r the d.c.dent'a d.t. of d..th.
S. A joint .ceount I. t..abl. .van thoUgh the d.e.dlnt', "... w.. add.d .. . ..ttar 0' conv.nlenc..
4. Account. (Including tho.. h.ld b.tw..n hu.band and wi'.. which the d.c.dent put I" Joint n.... within on. ~..r prior to
d.ath .r. fully t.xabl. .. tran.flr..
5, Account. ..tabll.hed jointly b.tw.en husband and wlf. .or. than one YI.r prior to d..th ar. not t.xabla.
6. Accounta held by . d.e.dent "In tru.t for" another or othera Ir. t.xabl. fylly.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK A ~ If the In'or..tlon and co~ut.tlon In the notlc. ar. corr.ct and deduction. .r. not b.lng el.la.d, plee. en "X"
In block "A" of P.rt 1 of the "T,.p.Ylr R..pon.." ..etlon. Sign two cop I.. and .~It th.. with your chick far the .aount of
tlM to the R.ght.r of wills of the countv Indlcat.d. Th. PA D.part.ant of R.v.nue will luua en offlel.1 .......ent
(for. RfV-I548 EX) upon r.c.lpt 0' the r.turn fro. the Algl.t.r of will..
z. BLOCK B - If the ....t .paelfl.d on thl. notlc. h.. b..n or will b. r.port.d and tax p.ld with the P.nn.ylvanl. InhBrltanc.
T.. R.turn ,11.d by the duc.dant'. r.pr..ent.tlv., pl.c. an "X" In block "I" 0' P.rt 1 of the "T..p.rar R..pon.." ..etlon, Sian one
copy and r.turn to the PA D.p.rt..", of A.v.nu., Bur.au 0' Indlvldu.l tau., D.pt UD6Dl, It.rrhburg, PA 17Ua.0601 In the
anv.lop. prov~ded.
S. BLOCK C - If the notlc. In'or..tlon I. Ineorr.ct and/or dlductlon. ar. b.lng e..I.,d, chIck block "C" and caapi.'. P.rt. 2 and S
a.:&:ot'dlrll to t"'" In,truatlon_ ~.I('I". .Irt twn cl'lpl.. IInd .ub.1t th.. with your chack for the a.aunt of ta. pavllbl. to the R.ght.r
0' Willa of the county Indlcat.d. Th. PA D.plrt..nt of R.v.nua will I.au. an o,flcl.1 .......ant (For. REY-154' EX) upon r.c.lpt
of the r.turn fro. the R.gllt.r of WIll,.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r th. d.t. the account originallY w.. a.tabll.h.d or tltl.d In the .ann.r ..Iatlng at d.t. of d..th.
HOTEl For a dlc.dant dying aft.r 12/121121 Accounts which the dlc.dent put In joint n.... within on. (1) y..r 0' d.eth .r.
ta.lble 'ully a. tran.f.r.. Howev.r, th.r. I. an a.clu.lon not to ..c..d ",000 p.r tranaf.r.. rlg.rdla.. of the value of
the account or the nuebar of account. hlld.
If . doubl. ..t.rl.k (M.) app..r, b.for. your flr.t n... In the addr... portion of thl. notlc., the .',000 ..elu.lon
.Ir..dy h.. b.an d.ductad fro. the account balanc. .. raportad by the ,Inanel.l Institution.
Z. Ent.r the tot.l balanc. of the account Including Int.re.t accrued to the d.t. of d..th.
5. The p.rc.nt of the .ceount th.t II t...bl. for ..eh .yrvlvor II d.t.r.lned .. follow.'
A. ThI p.rcent ta.abl. for joint ....t. .atabll.h.d lOr. than on. YI.r prior to the dle.dent's d.athl
1 DIVIDED BY TOTAL HUHIER OF DIVIDED BV
JOINT OWNERS
[..-pI.1 A joint ....t r.gl.t.rad In the nea. 0'
TOTAL tutBER Of' X 100 . PERCENT TAXABLE
SURVIVINC JOINT OWNERS
the d.c.dent and two ottMIr p.r.on..
I DIVIDED BY ] (JOINT DWNtRS) DIVIDED BV Z (SURVIVORS) . .167 X 100 . 16.7% (TAXAllE FOR EACH SURVIVOR)
B. Th. p.rcant t..abl. for ....t. cr..t.d within on. Y.lr 0' the d.cad.nt'l dl.th 01'" account. own.d by the dlc.dant but h.ld
In tru.t for another Indlvldu.I(.>> (tru.t ben.flcl.rl..)1
1 DIVIDED IY TOTAL NUNIER OF SURVIVING JOINT
. OWNERS OR TRUST BENEFICIARIES
[.eapl.' Joint account r.gl.t.r.d In the nae. 0' the d.cadent and two oth.r p.r.an. and ..tabll.had within on. y.ar 0' d..th by
the d.ellld.nt.
1 DIVIDED IV 2 (SURVIVORS) . .50 X 100 . 50X (tAXABLE fOR EACIt SURVIYOR)
x 100 . PERCENT lAMAllE
4. Th. .lIDURt .obj.ct to taM (llnl 4J h d.t.r.lnert by eultlplYlng the account b.lanc. Uln. 2) by the p.rcant t..llbl. ClIn. 51.
5. Ent.r the tot.1 0' tha d.bt. end daductlona ll.t.d In P.rt 1.
a. thw aaou..\ '."lIIIolllll (.I.:nl (II h u"h.l..h...... L.. a.UUll...~llllt U.. ..l.Lttll..M.i 'h,.:UIl~h,... 'lllt.~) t.,,,. 11.. ".\1\,01,1 IIUIlJ.Io\ '" hh Cll.l. t;J.
7. Ent.r the approprl.tl ta. r.t. Illnl 7) .. d.t.ralnad b.low.
A. For d.t.. 0' d..th oceyrrJng aftlr 6/50/94, the t.. r.t.. far tranaf.r. to 'POU'I' ar. al 'ollow.1
I. D.t., of d..th on 01'" .'t.r 7/1/94 and ba'or. 1/1/96 the rat. I, 3~.
2. Dat.a of d.ath on 01'" .ft.r 1/1/96 and b.'or. 1/1/97 the rat. 1. 2~.
5. Oat.. of d.ath on 01'" .ft.r 1/1/91 and b.for. 1/1/98 the rat. I, l~.
4. Oat.. of d..th on or aft.r 1/1/98 tren.far. to .pou... will be IM..pt fro. tax.
Not.1 For d.t.. of death prior to 7/1/94 tran.'er. to .pau.11 ar. t..able .t 6~.
I. Tran.f.r. to Ilne.l d.,c.ndlnt. Inelydlng ,.th.r, .oth.r, .on, dlt.lght.r, grandchlldr.n, .on-In-I.w,
daught.r-In-l..., .tapchlld and their ".UII ara ta.abl. at .IM p.rcent (6~J.
C. Transf.r. to aU oth.r. InelucUng broth.r, ...tar, unci., Itt.lnt, nephew end nl.u .r. t...bl. .t 'lft..n p.rcent 115~),
D. If you chang. t~ ta. r.t., pl.... .peclfy your r.l.tlon.hlp to the d.c.d.nt In thl .ra. provldld.
8. The uount of tax due (line 8) h d.t"alned by .ulUp1vlng the INKlUI"'It hnblt Uln. 6) by the ta. nt. I1lne 71.
CLAIMED DEDUC1IONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debt. and deduction. .r. d.t.r.lnad ., follow'l
A. You 1.g.1Iy ara r..pon.lbl. 'or Ply..nt, or the ..t.t.
to p.y the dedUctlbl. It....
I. You ectually p.ld the debts .ft.r d..th of the dec.dent and can furnhh proof 0' p.yaent. C' {' I U Lilt
C. Dabt. b.lng clal-.d lU.t b. It..I,ld fully In Part 5. If additional .pac. I. need.d, u.. p"~ ~ ~.
p.y-.nt .ay be requaatad by the PA D.part..nt of A.venue.
.Ubject to ..lnhtraUon bv . plnonal r.pra..ntaUv. .. In.ufflclent
Q- 1nf SG
In" )( ~l. Proof 0'
,.... ,.' . ,'. TAXPAYER<ASSISTANCE .,...' ,. ..., '...
IF YOU NEEDFURTHERINFORNATION OR ASSISTANCE, COHTACT ANY
REElISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN .
HARRISBURG AT <(7171 787-8327.. TDDI (717) 772-2252 CHEARINOIHPAIRED ONLY)
- -'. ....... o. _. ._..
- ~._- -- -- -' -- -- ..- -~~ .-- - -- - -- -- .-~-' - - --*.. - -.- -- -- --"- -.- --"-,--"',
D~9' AA048064 .,..... .." COMMON::~~T~::J:~:YLVANIA
'\ ...... ., "
.or ." 'OFFICIAL RECEIPU PENNSYLVANIA INHERITANCE AND ESTATITAX
~..I~Il"UI'""I'i'.
.
,
,
RECEIVED FROM.
a
ACN
ASSESSMENT P;'I
CONTROL ~
NUMBER
AMOUNT
ROBERT E STEVENS
e2S E KING STREET
90110797
.00.10
9:511:5794
.Ol108lH
.:50.0:5
'3'.01
SHIPPENSBURG PA 17e57
,CHDHUf
ESTATE INFORMATION I
~ FilE NUMBER
Ii 21-199:5-0498
II NAME OF DECEDENT IlASTI
II DATE OF PAYMENT
m POSTMAR
COUNTY
SSN 186-01-9868
(FIRST) (Mil
,
DATE OF DEATH
fa TOTAL AMOUNT PAID
.1~q_~2
IlEPLACDG Rl!X:BIPl' . M47976
REGISTER OF WILLS
CW
RECEIVEDB;)/;ft,.;,/ r. ,:/",oJ'~" ,J
'/ SI~NATUH /~. J. _ ' j
MARY C. l.EWIS AI': ': ,.', /
REGISTER OF WIl.LS
REMARKS
HEl.EN L STEVENS
SEAL
CHECK" 1917
Ji'
.;;- - -----:-..,-.-,-- ~-----,-.,.. --.,-'.". .,...:-'----'..,- -- --. - -- -- -- --- .."..,,-.-.-- -- --:-.-;--- '"""=..
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t
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.'
.
t .. -~ . ;. 0
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,
-;-:;----:-~---...~~
11
-'-'.',--""-"--' '-
- . . .
D~~AA047!76,i,~~~MOND~:~~~T~:::e;~:YLVANIA. .
li;~lI..i.I"" .' ,'O"ICIALRICIIPT.. PINNSYLVANIAINHIRITANCIANDISTATITAX
..
RECEIVED FROM,
I
ACN
ASSESSMENT r:t
CONTROL I:iI
NUMBER
AMOUNT
ROBERT L STEVENS
eea E KJN STREET
9:511:5797
e:50.16
SH1PPENSBU
PA 172:57
9:51115794
9:511 :59:51
e150.0:5
.39.01
-'OlDHUI
ESTATE INFORMATION,
a II NUMB R
m
liD
N
(FIST)
EI POsTMAR
COUNTY
DATE OF D ATH
HELEN E STEVENS
m TOTAL AMOUNT PAID
/~
r--/
RECEIVED BY
.HIQ.PP
REMARKS
SEAL
CHECK" 191.'
REGISTER OF WILLS
MARY C. LEWl
REGISTER OF WILLS.
1:;r:=-t-'::;::::-P::::,-::-::7-:-:-..~-'---.'---"--'------'~--~'::,~",--.&_,,:.--~.-....- - ...,-'-- - - - --, ---~.~ ~1"r.:""'T'-71- -.- ----~ ,~-.
" "'1 t..~ ".,\. '.
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oi.
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.
'.
...
'.... "'I
.. .."._--.
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--...,.--'7.",............A.l:I
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_.....--""_....-~... ..........
-~_..._-..-._."-,,- .... --~...~_--..---....-._-.-. .--...
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lD
PUAl'OSt III'
HOTlCE.
o
-.J
To fulfill thl r.qulr..ent. of s.ctlon 114a of the Inh.rltanc. end E.t.te T.. Act, Act rz of 1991. (72 P.I.
Section 2140).
;;j
:.~
(~--")
V"l
2.
PAY~T. Detach the top portion of thl. Hotlc. ~ .~lt with your p.yeant to the A.gl.t.r of Will. printed an the
r.v.r.a .ld..
.... "eke check or ttonIy order paYMlI. tal AEGISTER OF WULS, ACfNT.
All p.yaent. received .h.ll 'Ir.t be applied to any Inter..t which ..y be du., with any r...lnd.r appllad to th. ta..
REFUND (CA)I A r.'und of . t.. cr.dlt, which wa. not r.qua.t.d on the t.. r.turn, ..v b. r.qua.t.d bV coepletlng an "applicatIon
for A.fund of Penn.ylvanl. Inheritance and E.t.t. T.." (REV-1515). Application. ar. ev.llabl. at the O,flc. of
the A.gl.ter 0' Will., any 0' the 25 A.v8n\l. DI.trlct o'flc.. or by call1na the .pacl.l Z4-hour an.warlng ..rvlce
~r. for 'or.. ord.ring. In Penn.ylvanle l-lla-5'2-Z050, out.ld. Penn.ylvanla ~ within loc.l
H.rrl.burg .r.. (717) 787-IDf4, TOO' (717) 772-2252 (H.erlna 1."lred Only),
OBJECTIONS. Any p.rty In Int.r..t not ..tl.fled with the appr.I...ant, .Ilowanee or dl..llowanc. 0' d.ductlon. or ........nt
0' taM (Including dl.count or Int.r..t) .. .hown on thl. Notice ..y obj.ct within .Ixty (60) d.y. of rec.lpt of
this Notle. by.
--wrltt.n prot..t to the PA D.p.rtaant Q' R.v.nue, lo.rd 0' App..l., D.pt. 111011, Harrl.burg, PA 17121-10'1, OR
--.I.ctlng to h.v. the .att.r dlt.raln.d at the .udlt of the account 0' the per.onal r.pr...nt.tlv., OR
--app..l to the Orphan.' Court
ADHIN-
IITAAnVE
CORREcnONS.
F.ctu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltlng tOI PA Dlp,rt.ant of R.v.nue,
Bur.au 0' IncUvldu.1 T...., AnNI Po.t A......ent A,vl.w Unit, DEPT. ZB0611, tt.rrhburg, PA 17121-0601
Phona (717) 7'7-6505. Sa. pag. 5 0' the booklet "In.tructlan. 'or Inh.rltanc. Ta. R.turn for. R..ldent
D.c.dent" (REV-ISD1J for an ..planatlon of .dalnl.tratlvaIY corr.ctabl. .rror..
DISCOUNT,
I' any t.M due I. p.ld within thr.. (5) c.l.nd.r aonth. .,t.r the d.c.d.nt.. dl.th, a 'Ive Plrc.nt (5~J
dl.eount of the t.. p.ld I. allowed.
IHJEAtITI
Int.ra.t I. charg.d b.glnnlng with fir.' d.y of d.llnquency, or nine (,) aanth. and on. (1) d.y
'roe the d.ta 0' d..th, to the date of pay..nt. T.... which b.ca.. d.llnquent b.'or. January 1, 1"2
b.ar Inter..t ot the rat. of .1. (6~J p.rcent p.r annua c.lcul.t.d .t . dally r.t. 0' .000164.
All taM.' which b.e... d.1lnquant on o~ eft,r January 1, 19.2 will b.ar Int.r..t .t . r.t. which will var~ fro.
e.l.nda~ y.ar to cel.nd.r y..r with th.t r.t. announced by the PA O.part.ant of Rlvanua. The appllcabl.
Int.re.t r.t.. for 1"2 through 1"S ar'l
'Wr Int.,...t A.t. Dallv tnt.nst Facto,. 'Wr Inte,.a.t Rat. D.lly Intera.t F8CtO,.
1912 ZDX .ODDSU 1987 OX .000247
19lJ I'X .DDIU' 1911-1991 IIX .00DJOl
1914 IIX .DlOS01 199' 'X .001247
1915 m .Dlns, 1995-1'''' 7X .ODI1"
1'" lOX .110274 1995 'X .Dl0247
nlnt.rnt I. c.lculat.d .. 'allow..
INTEREST . BALANCE DF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Hotlc. I..u.d .,t.r the taM bleoe.. d.llnquent will r.fl.ct an Int.r..t calcul.tlon to ,I't.an (15) d.ya
bayond the date 0' the .......ant. If p.y.ant I. .ad. .'t.r the Int.r..t coaput,tlon data shown on the
Notlc., .ddltlon.l Int.r..t au.t b. c.lcul.t.d.
/5. '/.;1-S-
0...-.
REV.1548 EX AFP 112.941*1
" COlt"OHWUlTlt OF PEHHSVlVAHIA
OEPARIHENJ Of REVENUE
BUREAU Of IHDIVIDUAl tAMES
DEPl. 210601
11ARR1SlURO, PA 17121.0601
NOTICE Dr INIIERITAIICE TAX
APPRAISEHENT. ALLOMAIICE OR DISALLDMANCE
or DEDUCTI01l51. AIID ASSEBS"EIIT or TAX DN
JOINTLY "ELD DR TRUST ASSETS
DATI B8-07-95
ESTATE OF STEVENS
IRA
DATE OF DEATH 02-24-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0498
S.S/D.C. NO. 186-01-9B6B
ACN
95115796
CHESTER R STEVENS
128 PIN OAK LN
SHIPP~NSBURG PA 17257
REHIT PAYHIHT Tal
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
A.aunt Ra.1 U.d
1
CUT ALONG THIS LINE ~ RETAIN LOWER PORTIOH FOR YOUR RICORDS ..
R-iv:isirS.E:lC-AFii.riif:94j.......__.........._...........-.-...-...-.-.-......................................
HOT ICE OF INHERITANCE TAX APPRAISEHENT, ALLOWAHCI OR DISALLOWANCI OF
DEDUCTIONS, AHD ASSESSHINT OF TAX OH JOINTLY HELD OR TRUST ASSIT8
DAT! 08-07-95
ESTATE OF STEVENS
IRA
DATE OF DEATH 02'24-95
COUNTY
CUMBERLAND
FILE NO. 21 95'B49B
TAX RETURN WAS,
S.S/D.C. NO. 186-01-9868
(XI ACCEPTED AS FILED ( ) CHANGED
JOIHT OR TRUST ASSET INFORMATION
ACH
95115796
FINAlICIAL INSTITUTION, DAUPHIN DEPOSIT BK & TR CD
ACCOUNT NO.
8BOB426161
TVPE OF ACCOUNT I (I SAVINGS ( I CHECKING ( I TRUST (10 TIME CERTIFICATE
DATE ESTABLISHED 02-16-83
Account Be1ance
Percent Taxable X
Amount Subjact to Tax
Debta and Deduction.
Taxable Amount
Tax Rate X
Tax Due
10,033.08
0.083
836.06
.00
836.06
.06
50.16
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT TltE
UPPER PORTiON OF THIS NOTICE
WI TIt YOUR TAX PAVMENT TO TIlE
REG I STER OF WILLS AT TIlE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TD,
"REGISTER OF WILLS, AoENT."
TAX CREDITS:
PAYMENT
DATE
07-01-95
RECEIPT
NUMBER
AA047956
DISCOUNT (+1
INTEREST (- I
.OB
AMOUNT PAID
50.16
TOTAL TAX CRIDIT
BALAHCI OF TAX-.lIjI
INTlRI8T
TOTAL DUr.
. IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATIDN Of ADDI loR~HfIMlil, ·
I IF TOTAL DUE IS LESS TIIAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT.. I CR I, YOU HAY IE DUE A RlfUNn,
SEE REVERSE SIDE DF THIS FDRH FOR INSTRUCTION.. I
50.16
.00
.BO
.00
PURPOSE Of'
HanCE.
PAYftEHTI
"IEFUHD eeA) I
OBJECTIONS,
ADtlIN-
ISYRAnVE
CORRECTlLHSI
DISCDtJlTl
INTEREST.
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To fulfill the r.qulreaent. of Section 2140 of the Inheritanc. and E,tat. ra. Act, Act 22 0' 1991. (72 P.I.
S.cUon tUD).
Oat~h the top portIon 0' thl, Hotle. end ,ubalt with your p.y..", to the AI,I,t.r of Will, prlnt.d on the
rev.r.. sld1.
.. "aka check or aoney order pay~l. tal REalSTER OF WILLS, AtEHT.
AU PlY'''''' nCllvld wll first b. appll.d to any Intlr..t which .IY b. du., with any ra..lnda,' appU.d to the tllC.
A r.fund of . t.. cr.dlt, which w.. not r.qu..t.d on the talC return, ..y be raqua.t.d by caapl.tlng en "application
for A.'und 0' Pann.vlvenla Inherltanc. end Elt.t. rl." (REY-ISIS). application. ar. available .t the Dfflea 0'
the Rlgi,t.r of Will., any 0' the IS Rlvenue District Dfflc.. or by ceiling the .pacl.. 24.hour an.w.rlng ..rvlca
nuabar. for 'or.. ord.rlngl In Penn'Vlvant. 1-800-362-2050, out.lda Penn'Ylvanl, and wlthJn local
Harrl.burg .r.. (717) 187-'094, TDD' (717) 772-2252 (H..rlna 1~.lr.d Dnly),
Any p.rty In Int.r..t not .atl.fl~ with the eppr.l....nt, .llowanc. or dl..llowance of d.duetlon. or .......ant
of tax (Including dl.count or Intar..t) .. .hown on thl. Notice .IY obJ.ct within .Ixty (60) d.YI of r.c.lpt of
thh NoUe. bye
--wrltt.n prot..t to the PA D.part..nt 0' RIV.nua, Board of ApPIII., D.pt. 2810Z1, Harrl.burg, PA 17128-1021, OR
--a..ctlng to h.va the ..tt.r d.t.ralned at the audit of the .ecount of tha per.onal r.pr...nt.tlve, OR
--app.lII to the Orphan.' Court
Factual .rror. dl.cov.r.d on thl. .....s..nt .hould be .ddr....d In writing to, PA D.p.rt..nt cf Rlv.nua,
Bur.au of Individual Tax.., ATTNI po.t A.......nt Rlvi.w Unit, DEPT. r80601, Harrl.burg, PA 171rl-0601
Phons (717) 787-6505. S.. paa. S of the booklat "In.tructlons fcr Inh.rltane. T.x R.turn for I R..ldant
D.c.d.nt" (REY-IS01) for an .xplanatlon cf .dalnlstratlv.IY corr.ct.bla arror..
If any t.M due I. p.ld within thr.a (3) eal.nd.r lonth. aftlr the dec.d.nt'. d.ath, . flv. p.rcent CS~)
discount of the t.x p.ld I. allow.d.
Int.r..t I. chargld b.glnnlng with flr.t d.y of d.llnqueney, or nine (9) .onth. and one (1) day
fro. the data of dalth, to the d.t. of p.y..nt. ,.... which b.e... d.llnquent b.'or. Janu.rv I, 191r
b..r Int.r..t at the r.t. of .IM C'X) p.rclnt p.r annu. calcul.t.d .t . d.lly r.t. of .00016'.
All t.x.. which b.c... d.llnquent on or .ft.r J~'ry I, 1911 will blar Int.r..t at a r.ta which will vary frOB
cal.ndar y..r to cal.ndar v.ar with that rat. announc.d by tha PA D.p.rtftlnt of R.v.nu.. Th. app1lc.bla
Inter..t r.t.. for 1982 through 1'95 ar.,
~ Intara.t Aeta Oallv Intar..t Factor
Iur Int.rut ht. Oally Intar..t Fector
1917 OX .0002.,
19.8"1991 m .000501
199r OX .000247
1'91-1'94 7X .00019Z
'"" 'X .000241
nil
1'13
1914
1915
191'
"-Inhrnt
20X
In
11:(
15X
lOX
I. calculat.d a.
.000548
.000458
.000501
.00OS56
.000274
follow"
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Anv Notle. 1..UId aft.r th. t.M b.co... d.llnquent will r.fl.ct an Int.r..t calct.llatlon to flft.en (15) day.
b'Vond the d.t. 01 the .......-nt, If p.y.ant I. aed. .ft.r thl Int.r..t co.putatlon data .hown on the
NoUn, addltlon.1 Int.r..t .,.t tHI e.lculated.
I' ,j'j.-
~) - '1,,( .~J
u
RE~-1548 EX AFP 112-94*
.., <O_HWEALTH Of PEHHSYlVAHIA
DEPARlKEHT OF REVENUE
BUREAU OF INDIVIDUAL lAXES
DEPT. Z80601 .
HARRISIURG, PA 171'1.0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOHANCE OR DISALLDHANCE
OF DEDUCTIONu.. AND ASSESS"ENT OF TAX ON
JOINTLY uELD OR TRUST ASSETS
DATI! 08-07-95
CDUNTY
ESTATE OF STEVENS
IRA
DATE OF DEATH 02-24-95
FILE ND. 21 95- 0498
S.S/D.C. NO. 186-01-9B68
CHESTER R STEVENS
128 PIN OAK LN
SHIPPENSBURG PA 17257
CUMBERLAND
ACN
95115850
REMIT PAYMENT TO.
REo1STER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
[
AMount MI.' U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTIOH 'OR YOUR RICORDI ..
R~E\i:i54-8-Ex--AFii-ri1f:94j----------------_._-_._..__........................................-----------------
NOTICE OF INHERITANCE TAX APPRAI8EHINTl ALLOWANCI OR DIIALLOWANCn 0'
DEDUCTIONS, AHD ASSESSMENT OF TAX ON JoINTLY HILD OR TRUIT AI81TI
DATI 08-07-95
ESTATE OF STEVENS
IRA
DATE Dr DEATH 0~'24-95
COUNT V
CUMBERLAND
S.S/D.C. NO. 186-01-9868
(XI ACCEPTED AS I' ILED I ) CIlANOED
JOINT OR TRUIT AIIIT IH'ORHAT10N
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BANK. TN CO ACCOUNT NO.
FILE NO. 21 95-0498
TAX RETURN WAS,
ACH
9511585B
OB9753B051
TYPE OF ACCOUNT, (I SAVINGS I Xl CHECK1No I I TRUST I I TIME CERTIFICATE
DATE ESTABLISHED 06-01-84
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rats X
Tax Due
7 ,no~.1\6
0.003
650.10
.BO
650.18
.06
39.01
TAX CREDITS:
PAYMENT
DATE
07-01-95
RECEIPT
NUHBER
AA047956
DISCOUNT It I
INTEREST I-I
.00
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR T AY PAYllENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER DF WILLS, AGENT."
AMOUNT PAID
39.01
39.01
.00
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE rOR CALCULATION or ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF TltlS FORH rOR INSTRUCTION>. I
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PURPOSEOf'
NOnCE.
To fulfill ~ r.qulr.aant. 0' S.ctlon 2140 0' the Inheritance and E.tat. rIM Act, Act zz of ."1. (72 P.I.
Saetion ZI40)..
PAytlEHTI
Dltach the top porUon 0' thb Notlc. end .lD!t with your pay..nt to thl RIght.,. of WUla printed on the
rav.,... slda.
-- "aka check or aon.~ ord.r payabl. tOI REGISTER OF WILLS, ACENT.
All pa~ant. ,.ee.lvad shall fJr.t b. appll.d to ~y Int.,...t which ..y b. due, with any r...lnd.,. applied to the t...
REFUND CCR) I
A r.fund of a tax credit, which wa. not ,..qu..tad on the tlM "aty,,", ..y b. r.qu..t.d by eoapl.tlng an "applIcation
for Refund 0' P.nn.ylvanl. Inh.rltane. ~ E.t.te Taw" (REV-I'.3). Appllc.tlon. ar. .vallabl. at the Offlc. of
the A.gI.t.,. of Will., any of the 25 A.v.nue DI.trlct Offlc.. or by c.lllng the ,p.c1.1 Z4-hour an.w.rlna ..rvlee
nu8b.r. for for.. orderlngl In Pennsylvanl. 1-800-362-2050, outald. P.nnsylvanl. and within loe.l
Hs,."I'burg ar.. (717) 717-8094, TOO. (717) 772-2252 (Hearlng lapalr.d Only).
DBJECTIONSI Any p.rty In lnt.,.a.t not ..tl.'lad with the appr......nt, allowlnc, or dl..llowanc. of d.ductlon. or ......eent
of tex (Including dl.count or Inter..t) .1 .hown on thla Notlca .aw obJaet within alMty (60) daya of rec.lpt of
thla Notlc. by.
--written P~oteat to the PA Dlpa~t.ent of AavlnuB, lo.rd of Appaala, D.pt. '81021, H.r~l.bu~g, PA 17121-1021, OR
--.Iaotlng to have the ..tt.~ d.t.~.lnad at the .udlt of the .ecount of t~ p.~aon.l r.pr...ntatlv., OR
--appaa1 to the Orphan.' Cou~t
ADHIN-
lSTAATlYE
CORRECTIOHSI
f.ctu.1 .~~o~. dl.eov.r.d on thla ........nt .hould b. .ddr....d In w~ltlng to. PA D.p.~t.ent of Rlvenu.,
Bur.au of Individual Ta~.., ATTN. Po.t A......ant R.vlew unit, DEPT. 2.0601, Harrl.burg, PA 17128-0601
Phon. (717) 7.7-6505. S.~ paa. S of the bookl.t "In.tructlon. for Inh.rltanc. r.M R.turn far. R.ald.nt
Dacad.nt" CREV-1S01) for In ..plen.tlon of adalnlatratlv.lw corr.ctabla .rror..
DISCOUNT.
If any t.~ due I. paid within th~.. (S) eal.nda~ aonth. .ft.r tho dlc.d.nt'. d..th. a flv. p.~e.nt C5~)
dl.count of tha t.. p.ld I. .llowad.
INTEREST I
Int.r..t I. cha~gad blglnnlng with flr.t d.W of d.llnquency, or nln. C,) aanth. and on. (1) d.y
froe the d.t. of dlath, to t~ d.t. of ply.ant. T.... WhIch b.e... d.llnquent b.for. Janu.ry 1, 19'2
ba.~ Int.r..t at the r.ta of .1. (6X) p.reent par ennu. ealcul.ted .t a dIllY ~.te of .000164.
All t.~.. which b.e... dllinqu.nt on or .ft.r January 1, 1"2 will b.ar Int.r..t .t a rata whIch will vary froe
ealanda~ y.a~ to calendar ~.s~ with th.t ~.t. announc.d by the PA Dap.rt.ant of R.venus. The .pplleabll
Int.~lIat rata. for 1982 through 1995 er..
'lW Intar..t R.t. Dallv Int.r..t F.ctor !Dr Int.ra.t R.t. Dallv Inter..t F.ctar
1911 'OX ,000548 1'17 'X .000247
l'IS I'X .0004S8 1'11-1991 IIX .000301
1'" IIX .000301 1992 'X .000247
1915 ISX ,000356 199'-1994 7X .000192
1916 lOX .000274 1995 'X .000247
--Int.,..t I. calculated .. follow.,
INTEREST . BALANCE OF TAX UNPAID X NUKBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anw Not Ie. la.u.d after tha taM beeo.a. d.llnquent will r.fl.ct an Int.r..t calcul.tlon to flft,." (15) d.W'
b.yond the d.te of the ......aant. If payaant I. ald. .ft.r the Int.r..t co.put.tlon d.ta .hown an the
Notice, addltlon.1 Intar..t ault b. calcul.ted.
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--
DEUS 19-931
'*'
COMMONWEALTH OF PENNSYlVANIA BUREAU OF INDIVIDUAL TAXES
DEPARTMENT OF REVENUE
Dear Register 01 Wills: .
Enclosed you wllllhld: Dcheckll) Ddocuments(s) which were received by the Department al Revenue In error.
These may be procelled according to normal procedurel. I
REMINDER: The POST MARK DATE on envelope o"ached ta any checks enclosed mUlt appear on your,
Official Receipt. I
Thank you. .
Sincerely,
John Murphy, Chlel
Inheritance Tax Division
(717) 787-6201
~"";:l'1TIL ~rrif"'1V-
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PIJIlPOSE IF
NOTlCEI
To fulfill ~ requlr--.nt. of Section 114D of t~ Inherltancl ~ E.tate r.. Act, Act 22 of 1991. C72 P.I.
Saotlon 2141).
PAYHDfTI
Detach the top portion of thh Notice Ind ....Jt Nlth Your plnant to the Regl.tar of Willi printed on the
r.ver.. .JeM.
... HIke cMdc or torMy order paY8lbl. tOI REGISTER OF WILLS, AGENT.
All PI~tI recel_ IhIU flnt be appllad to ...y Inter." which ny be dull, Nlth ...y r"'lnd.r applhd to the tax.
REFUNDCCRh
A r.1Ynd of I tax credit, .....ich .... not raqua.ted on the tallC nturn, uy be requested by co.pilUng ... "application
for R.fund of Penn.,lvenil Inheritanc. ~ E.tlt. TIM" (REY"1313). Application. .r. .vIllabl. It t~ OffiCI of
the Reglatar of Will., ...y of the 23 Revenue Dietrlot Of'lc.. or by calling the specl.1 14-hour .......rlna ..rvlce
nuaber. for fo,.. ord.rlnar In Penn.ylvanla 1-801-562-2050, out. Ids Penn,ylv...la ~ Nlthln loc.t
"rrlabur. er.. (717) 717-ID94, TDa, (717) nl-zzu CH..rlnQI IlIpslred Only).
OI.J[ClIOHS,
Any p.rty In Int.,..at not ..thfted with the 8Ipp,.......,.t, .Uowanc. or dh.Uowance of dlducUon. or ..........t
of tUl ClnclucUng d"count or Int.r..t) .. shown on thh NoUe. .ay object Idthln .bty (60) deya of "Helpt of
this Hatlc. bYI
--Nrltt... prot..t to the PA o.perteent of A.v~, Bo.rd of Appaal., Dept. 111021, Ha,.rlabur., P' 171'8-1011, OR
--electing to hlv. the .aU.r det.r'lned at thtl .wIt of thai account of the per.onal repr.sent.tlv., OR
--IPPMI to the Orphan.' Court
~IH-
IITA'lIVE
CORRECTIONS I
Fectusl .rror. dl.eov.red on thl. ......aent &hould be ~"e.ald In Nrltlng tal P' a.p.rt-.nt of R.venue,
aurlNlU of Indlvldultl Taxa., AnHI Po.t ..........t R.vl.., Unit, DEPT. 1111601, tlarr laburg, PA 17121-0601
Phone (717) 787-6505. See pega 3 of the bookl.t "Inatructlon. foro Inherltane. r.. Return for a Re.ldant
Decadent.. (REV-ISDI) 'or... allCplanatlon of adllnlatr.tlv.IY correctable .rror..
DrlCOtlCTI
If any tax M is p.ld .,ithln thr.. (3) calMder IIOf1lh. nft.,. thli acldant'. dhth, . five percent CSX)
dl.count 0' the tUl Plld I. .llowed.
IHTERfIT I
Intlr..t h charged bltlmlng Nlth flr.t da, of d.lInqueney, or nlM (9) *WIth. end ana U) chty
fr.. the d.t. 0' death, to the data of P.vunt. T..... Which becaH delinquent before Janu.ry 1, I'll
bear Int.r..t at the r.ta of .1. (6~) pareent par 8nnUI c.lculnt.d .t . dally r.t. 0' .000164.
All t.... which bee... delinquent on or .ftar January 1# 19ez .,111 be.r Intar..t .t . rat. which .,111 v.ry 'ro.
e.I..... Yllr to eal"r y.... Nlth thet rat. lnnDmCed by the PA Dap.rtaent of Revenue. The applJcabl.
Inter..t rat.. for,I912 through 1996 .re.
lilt Intara.t Ret. Dellv Int.r..t FReta!"
l:ur
Intar..t Rat.
Dellv tnt.r.at Featar
1911
1'13
1'114
1915
I'"
ulnter..t
,n
IU
II~
In
I'~
I. c.lculated e.
.00054.
.0004:5'
.000301
. ODOS56
.000174
fol1owlI
1911
19"'-1991
199'
199)-1994
1995-1'"
.~
II~
.~
7~
OX
.0110247
.000301
.000"7
.000192
.0011247
INTEREST . BALANCE DF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. ".ued aft.r thl t.. bKHII. del1nquent will reflKt ... Int.r..t cllculaUon to 'ift.... CIS) d.w.
beyond the chtt. of the ...........t. If Plwaant .. ude eft.r the Int.re.t CDllPUtetJon d.t. shown on the
Notlc., additional Intare.t su.t be c.lculated.
I ~ ,(!.
RI!V-1548 I!X AFP (12095*
COHttOtfWEAL TH OF PO.CSYLVAHIl
MPAATHEHT Of' RfVE~
IlmAU OF INDIYIDUAl TAXEI
DOtT. 110'01
HARAlIltaG, PA 11UI.UD1
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOXANCE OR DISALLOMANCE
OF DEDUCTIONs t. AND A&&E&SNEHT OF TAX ON
JDIHTLY HELD OR TRUST ASSETS
DATE 03'25'96
COUNTY
ESTATE OF STEVENS
IRA
DATE OF DEATH 02-24-95
FILE NO. 21 95,0498
S.S/D.C. NO. 186-01'9868
ROBERT E STEVENS
225 EKING ST
SHIPPENSBURG PA 17257
CUMBERLAND
ACN
95115797
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COIJRT HOUSE
CARLISLE, PA 17013
A.aunt R..ttted
CUT ALOND THIS LINE ... RETAIN LaMER PORTION rOR YOUR RECORDS ~
Rifv:i5~ioix-oAFii'ri2':951"-"'-"-"-""""...."".........-.-.-....................-..-......--.........
HOTICE OF INHERITANCE TAX APPRAISEMEHT. ALLOMANCE OR DISALLOWAHCE OF
DEDUCTIONS, AND ASSESSHEHT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-25-96
ESTATE OF STEVENS
IRA
DATE OF DEATH 02'24'95
COUNTY CUMBERLAND
ACH
95115797
FILE NO. 21 95-0498
TAX RETURN WAS.
S.S/D.C. NO. 186-01-9868
(Xl ACCEPTED AS FILED (l CHANGED
JOIHT OR TRUST ASSET INFORHATIOH
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BK & TR CO
ACCOUNT ND.
80B0426161
TYPE OF ACCOUNT. (I SAVINGS ( I CHECKING ( l TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 02-16-85
Account Balance
Percent Taxable X
Amount Subject to Tex
Debt. end Deductiona
Taxable Amount
Tax Rate X
rax Due
10,033.08
0.083
836.06
.00
836.06
.06
50.16
TAX CREDITS:
PAYMENT
DATE
07-07-95
RECEIPT
NUMBER
AA048064
DISCOUNT (+l
INTEREST (-I
.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
50.16
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATIDN OF ADDITIONAL INTEREST. .
C IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '.CREDIT" ( CR.).! YOU HAY SE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOHN FDR IHSTRUCTIOK>. )
50.16
.00
.00
.00
t',
, )()
PlJIPOSE ..
NOTlCEI
To fulfill the r~lr.-.nt. of Section 214D of the Inherlt~. ~ E.tatft Tax Aat, Aat II of 1"1. (7' P.I.
IeaUon IUD).
PAYfEHTI
DIItactt the top portion of thh Notice MIl ___It ..Ith yOUr pa~t to the Rllht.r of WUh printed on the
rllWr.. alda.
u ..... chadc Dr lIONy ordllr panAll. tal REGISTER OF WILLI, AGENT.
AU ,.~ta rilealv" ___11 flret be lipplllld to .,y Int.re.t Wllch "Y' be due, with .,y r-.lndllr 1Ipp1led to the tb.
REFlHI(CAh
A rafund of a tb credit, WIldt .... not reque.t_ on the tax r.turn, "Y' be r..-at_ bY' coapl.Une an "Appllc.Uon
for R.f\nd of ~Q'lwnl. InhBrlttnC. MIl btat. T.... (REV-Un). AppllcaUon. ar. lIVaUMlI. at the Offlc. of
the Regllt.r of Will., ~y of th. I! Ravenue Ol.trlat Dffle.. or by calling the .peelal 14.hour an....rlng a.rvlc.
nuaber. for fora. orderlngl In Penn.ylvanl. 1-.DO-S6Z-IDSO, out'lde Pann.yly.,l. end within local
Harrisburg ar.. (717) 7'7-1094, TDD' (717) n,-zzsl (....rlng IlIPalred Only).
OIJECTlONSI Any party In Intar..t not ..Uafl_ with tM appr.h.....t, aUowanc. 0,. dl..UOtAftC. of deduction. or ........"t
of tax UnclucUng dIscount or Inter..U .. Ihown on thl. Notlc. ..y object ..IUlln .lxty (60) dliVS of racalpt of
thl. NoUc. bYI
--wrItten prot..t to the PA DepartHftt 0' R.v......., Board d. Appea.., u.pt. 281021, Harrisburg, PA 17121-1021, OR
--electing to helYe the "U.r deteralMd at the audit of tIM IICcOlWlt of the ,.,..on.1 rapr.aent.Uva, OR
--appeal to the Drpfwn.. Court
ADttIN-
ISTRATlVE
CORR[CTlDHSI
Factual .rror. dl.cov.red on thla .....a.ant lhauld 0. addra'.ad In writing tOI PA Departaant of R.venue,
Buraau o. Individual T...., ATTNI Po.t '....aaant R.vl... unit, DEPT. 210601, H.rrlsburg, PA 17111-0601
Phone (717) 717-6505. ... pegs ! of the bookl.t ''In.truoUon. for IntMrltMCa T.x Return for a Aa.ldent
Decedent" (REY-1501) for an eKPI~tlon of adalnl.tr.tlv.ly correotlbl. .rror..
DISCOUNT I
If any tu dua .. p.ld within thr.. UJ calandar IIonth. a'tar the decedent., da.th, . 'Iva parc."t (52U
dl.eount o. the tax paid I. allowed.
IHTERfITI
Int.r... .. charged beelnnlng with flrat dey of delinquency, or nine (9) ..,..th. WMt one (1) de)'
'ra the date of dMth, to the data of paYMnt. T.... Which bee-. d.lInquent befor. J..,.r)' I, 191Z
ba.r Intar..t .t the r.t. of .1. (6%) percent p.r ~ e.lcul.ted at . d.ll)' r.t. of .000164.
All t.... which baca.a delinquent on or .'t.r Januar~ 1, 19., ..III bear Int.r..t .t . r.t. which will vary fraa
cal.,.,. per to e.lendar y..r with that rat. lftr'MKncad by the PA o.p.rtMnt of R.v....,.. The appllcabla
Int.r..t r.t.. for 19., through 1996 .r.1
lIIc Intar..t R.t. D.llv Int.r..t F~tar
lor
[ntar..t R.t.
Dallv Int.r..t Factor
"..
l'll
1'"
I9IS
1...
--Int.r..t
..~
10
ll~
In
lD~
.. c.lculated a.
.000541
.00041.
.00OS01
.0005S6
.OD0274
follow..
1987
19U-I991
I".
1995-1994
1995-1996
.~
ll~
OX
7~
.~
.00OZ47
.0D0501
.000247
.000192
.ODOZ47
IIITERE8T . &ALAHCE DF TAX UNPAID X IIUIlIlER OF DAYS DELIHQUElfT X DAILY IIlTEIlEST FACTOR
--An, Notlc. hlUld after the t.. bac:.., dellnqu."t will reflect an Int.ra.t e.leulaUon to flft"" (1S) de,a
beyond the dU. of the .....aaant. If P')'Hnt .. aede .ft.r the Int.re.t CDIIPUt.tlon data showt on the
Hotlc., additional Int.r..t ault be calcul.tld.
/'
__ 11.;
, --
REV-1548 !X AFP {12-95*
CQMM()tfW[Al TH Of PEHH1YLVAHla
o[PU1~HT or: REVENUE
IUR[AU Of INDIVIDUAL lAM[1
O[PT, liD'"
IWUlIIIURG, PA 17111.0601
HOTICE OF IHHERITAHCE TAX
APPRAIBEHEHT, ALLOHAHCE OR DIBALLOHAHCE
OF DEDUCTIDH t. AHD ABBElIBHEHT OF TAX OH
JDIHTLY HELD DR TRUBT ABBETS
DATE 03'25-96
ESTATE OF STEVENS
IRA
DATE OF DEATH 02-24-95
COUNTY
CUMBERLAND
FILE NO. 21 95'0498
S.S/D.C. NO. 186-01-9868
ACN
95115851
RDBERT E STEVENS
223 EKING ST
SHIPPENSBURG PA 17257
REHIT PAYHEHT Tal
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~t R..IHod
CUT ALONG THIS LIN! ~ RETAIH LOM!R PORTIOH FOR YOUR RECORDS ~
Rirv:!siii.iiC-AFji.Ci1i:9sj..............................-..--................................................-
NOTIC! OF IHH!RITANCE TAX APPRAIS!HEHT, ALLOWANC! OR DISALLOMAHC! OF
D!DUCTIONS, AND ASS!SSHEHT OF TAX ON JOIHTLY HELD OR TRUST ASSETS
DATE 03-25'96
ESTATE OF STEVENS
IRA
DATE OF DEATH 02-24-95
COUNTY
CUHBERLAND
S.S/D.C. NO. 186-01-9868
{XI ACCEPTED AS FILED (I CHANGED
JOIHT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BANK a TR CO ACCOUNT NO.
ACH
95115851
FILE ND. 21 95-0498
TAX RETURN WAS.
0097538051
TYPE OF ACCDUNT. () SAVINGS {lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 06-01-84
Account Balanca
Parcant Taxabla X
Amount Subjact to Tax
Dabta and Daductiona
Taxabh Amount
Tax Rata X
Tax Dua
7,802.46
0.083
650.18
.00
650.18
.06
39.01
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYHENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR HONEY ORDER PAYABLE TO.
"REGISTER DF WILLS, AGENT."
TAX CREDXTS:
PAYMENT
DATE
07-07-95
DISCOUNT {+I
INTEREST (-I
.00
AHOUNT PAID
39.01
RECEIPT
NUMBER
AA048064
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
IHTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATIDN OF ADDITIOHAL INTEREST. ·
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A .'CREDIT" I CRI. YDU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. I
39.01
.00
.00
.00
"
",(i
PllAPOSf; OF
NOTler,
To ful'lll the raquJr..-nt. 0' leG.lon 2140 of the Inharlt~ and Est.t. 'ox loot, Act Zl 0' 1"1. (72 P.I.
IMUon '.40).
,AYIEHT.
lIB'''' the top portion of thh Notice wid ....It Math ~OU,. ...~t to the Reg"'a,. of t"Ua p,.lntlld on the
r...rM .Ida.
... .... cMek Dr NnI, order PO'lIbl. tOI REGUTER OF WILLS, AGENT.
AU ~t. recalved thell Unt be applied to eny Int.,...t which .., be dl.M, with "1' r_Inder applied to the tu.
REnIGJ (CR) I
A refund of . tn credit, Nhlch .... not ,.....tad on the tax ,..tum, .., be r....t-.t by co.ploUng en "'AppllC11t1on
'or R.fund of Penns'lwnl. InharUMCo and Eat.t. fa." (REV-UU). Application. .r. .v.Uabl. at the Offleo of
the ...htar of IlSlh, MY of the ZJ A.v..,. Dhtrlot Off1ce, or by C11111ng the 1PH1a1 I.-hou,. .,....,.1011 ..nlc.
nuaber. for 'or.. ordering. In ~1Y1V8n1. l-IOO-J6Z-Z05D, out.lde Pann'rlvan.. and within loc.l
Harrisburg .r.. (717) 7.7-IOM, TOD. (717) nZ-IZ5! (...."Ing IllpIIlred DnbJ.
OIJECTlDfrCS I
an, p.rty In In..n.t not ..thfl.. with the eppnl......t, aUoww.c. Dr dl..UDWMC. of deductlan. or ..........,
of tu (Including dl.count Dr Int.r..t, .. shown on this Hotlce .., object wIthin sixty (60) day. 0' recel,t of
this Notlc. bVI
..wrlttan prot..t to the PA D-pert-.nt 0' Ravenue, aoard 0' Appeel., Dept. Z81021, Harrlaburg, PA 17128.1021, OR
-"'.Iaatlng to MYII the "U.r detar.IMd et the 8Ud1t of the IICIcount 0' t.tM peraonel repra..,t.Uva, OR 1
..appael to the Orphan.' Court
ADHIN-
ISTRATJYE:
CORRE:CTJDHSI
Faatu.l .rror. dl.eov.red on thl. ......eent ahould be eddr...ad In writing tot PA Dapartaant 0' Rav~,
Iura., 0' IncUvlctu.1 Tu.., ATTl.. Po.t As"uMnt R.vl... iJnlt, DEPT. Zl0601, "errhburg, PA 17lZ8"'0601
PhonII (717) 117.6505. 1M page S 0' the booklat "Instrvctlon. for InhBrltiInC. TaM R.turn for. Ra.ldent
Decadent" (REV-IIDI) for an .Mpl~tlon 0' 8delnlstr.tlvalv corraotabl. arror..
DllCOUfTl
If any to dutI h paid within thr.. U) calender IIOnth. aUar t.tM decadent.s de.th, . flv. parcant U:U
discount of the tex p.ld I. .1l0WlMt.
IHTtREST.
Int.ra.t h charIM bealmlng with flr.t day of delinquency, or nlM (9) .."th. and OM (1) dey
fr~ the data of death, to the at. 0' paY1llnt. Taxa. which ~ delinquent before J....ry 1, 1912
bur Int.r..t et the r.t. 0' .ix (6:n ptlreent per .... calcul.ted at . deltv rata of .000164.
All tb.. .....Ich ..... delinquent on or aU.r JW1U8ry 1, 19'2 will bur Intaroll at a rat. which will vary 'rOIl
calender year to e.lendar y..,. wUh that rat. 8f'nDWlC1ld by the PA Dap.rt.."t of Ravanue. TM applicable
Int.r..t r.ta. for 19'2 through 1996 .ral
Iur Inta,...t "_ta Dall.., Intere.t Facto,. xur Intar..t Ret. Dall.., Int.,...t F'aato,.
1912 ,ax ,00054. 1981 'X .G002..,
1915 162 .000u. 1911"'1991 11X .Ooosal
..... 11X .nGSn ,.., .X , ao0241
1915 ISZ .00GS56 1995.1994 n .000192
..16 lOX .000274 I99S'" 1996 'X .oooz..,
nlnt.r..t I. calculated .. follow'l
INTEREST . BALAlfCE DF TAX UNPAID X HUnBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
"'-Any Notlc. I..ued aftar the taJC becOM. delinquent will r.Uect an Int.r..t calculation to flU..... US) day_
beyond thB dat. of the ........,..t. If paY1llnt .. ...s. aU.r the Int.ra.t cOl!PUtaUon data ahown on the
Notlc., ~Itlonel Int.,.a.t ~.t be calculated.