HomeMy WebLinkAbout95-00542
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REV-1548 EX AFP (12-95*
CCHHOHWEAl Tft OF PENNSYlVANIA
DEPARfHENT Of' REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. za0601
tURRISIURC, Pi 17121.0601
C/ I,
NOTICE or INIIERITANCE TAX
APPRAISE"ENT, ALLOHANCE OR OISALLOHANCE
or DEDUCTIONB t. ANO ASSESS"ENT or TAX ON
JOINTLY "ELD DR TRuaT ASSETS
DATE 08-12-96
CDUNTV
ESTATE OF KELL
RUTH
E DATE OF DEATH 06-19-95
FILE NO. 21 95-0542
S.S/D.C. NO. 171-28-0241
HARDLD G KELL
311 W GREEN ST
MECHANICSBURG PA 17055
CUMBERLAND
ACN
95144755
REMIT PAVMENT TOI
REGISTER DF WILLS
CUMBERLAND CO CDURT HDUSE
CARLISLE, PA 17013
Anount R.lllitt.d
CUT ALONG THIS LINE ,~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:i54-i-Ex--AFP--ii2-:9Sj-.---------.------------------------------------------------------------------------
NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE OR DISALLDWANCE DF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JDINTLY HELD DR TRUST ASSETS '
DATE 08-12-96
ESTATE DF KELL
RUTH
E DATE OF DEATH 06-19-95
CDUNTV
CUMBERLAND
FILE ND. 21 95-0542
TAX RETURN WAS.
ACN
95144755
S.S/D.C. NO. 171-28-0241
(X) ACCEPTED AS FILED ( ) CHANGED
JDINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTIDN. MELLON PSFS
ACCDUNT NO.
TD14-A49234-C
TVPE DF ACCOUNT. () SAVINGS ( ) CHECKING (Xl TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-22-91
Account Balanca
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxab1a Amount
Tax Rate X
Tax Due
6,053.02
1. 000
6,053.02
.00
6,053.02
.!5
907.95
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
INTEREST IS CHARGED FRDM 03-20-96 TO 08-20-96
AT THE RATES APPLICABLE AS OUTLINED DN THE
REVERSE SIDE OF THIS FDRM
NOTE. TO INSURE PROPER CREDIT TD
VDUR ACCOUNT, SUBMIT THE
UPPER PDRTION DF THIS NDTICE
WITH YOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAVABLE TD.
"REGISTER OF WILLS, AGENT."
AMDUNT PAID
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TOTAL DUE .
. Ir PAlO AFTER THIS DATE, SEE REVERSE FOR CALCULATIOH or ADOITIOHAL INTEREST. .
I IF TOTAL DUE IS LESS THAN fl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOIT" I CRI, YDU MAY SE DUE A REFUND.
SEE REVERSE SlOE Dr THIS FOR" FOR INSTRUCTIONs. I
.00
907.95
34.54
942.49
0 .-:<1:
'0 If) "0.
.~~ "., "
i) ',~ Ii: ('
l"'I
....
@
'.
n ..\ J1
U Gl '0 ,c: E
wU: !-" ~8
a:
PURPOSE llF
NOnCE I
To fulfill the raqulra-.nt. of Slctlon 21'0 of thl InhlrltanCI and E,t.t. '1M Act, Act 2Z 0' 1991. (72 P.S.
Sacltlon 1140).
PAYItEHT.
o.tech the top portion of this HoUcl Md SuMlt with vour papMt to tIM Rlohtn of Willa printed on the
r.vI,... lide.
..- ttMa check or 1tOM)' ordar pIWMlla tal REOISTEA OF WILLS, ACENT.
All p.~t. rlcllvlld ,hell first b. applied to MV lnta,...t which "W bl due, with MY n..lndl,. .idled to the tlX.
I
RUUHD ItA" A refund 0' . tax crHIt, which .... not requested on thl tlx return, .aw ba raquutad bv CHIII,Uno en "App!JcatJon
for R,fund of ponn.wlvanla Inherlt8nC1 Bnd E,t,t, Tlx" (AEV.1515J. Appllcatlonl .r. Ivallabl, at the af'lcI of
the Rlal,tl" of WillI, an)' of thl IS R.v.~ DI.trlct O"lc.. or by call1na thl ,plols1 Z.-hour .n....rlna ..rvlel
~r. for 'or.. ordlrlngl In Pennlvlv..,.a 1~IOO-S6Z-Z0S0, out.ld. P~,Ylv~la ~ within local
Harrisburg ar.. (717) 717-8094, TOOl (717) 77Z-ZZ5Z IH..rlna lap.lr.d Only).
OIJECTiOHSI Any p.rty in Int.r..t not ..tl.flad with th. appral.....,t, allowanc. or dlsallowanc. of d.ductlona or ......-.ot
of t.. (Including dl.count or Intara.t)-.. shown on thl. Hotlc. ..y ObJ.ct within .I.tv (60) d.y. of r.c.lpt of
thl. Hotlc. bYI .
--wrltt~ proh't to th. PA D,p.rta..,t of R.v,nu., Baird of App..l., Dept. 2IIOZI, H.rd.burg, PA 17121-1021, OR
--.lactlna to h.v. th. ..ttar d.hraln.d It th. audit af th, ICCount of thl p.rson.l rlpre.entatlvl, OR
--~al to thli Orphan.' Court
ADHIH-
ISTRATlVE
CORRECTIONSI
FOGtual .rror. dl.cov.r.d on thl. ......aant should bl .ddr....d In writIng tOI PA D.p.rtllnt of Revenue,
Bur'au of Indlvldu.1 T...., ATTHI POlt A.......nt R.vllw unit, DEPT. Z10601, H.rrl.burg, PA 171ZI-0601
~ (717) 717-6505. Sa. p.g. S of thl bookl.t -In.tructlon. for Inharltanc. Ta. Raturn for. R..ldant
Dacadant- (REV-ISOI) for en ..planatlon 0' adalnl.trltlv.lv corractlbl. .rror..
DISCDUHTI
I' any tax dua I. p.ld withIn thr.a ISI c.land.r .onth. .ft'r tha d.c.dant'. daath, . 'Iv. parcent (SXI
discount 0' thli tax paid I. sllow.d.
PENAL TV.
Th. lSX t.x .-n..tv non.partiolpatlon pen.lty Is coaput.d on th. tot.1 a' thl tax and Int.r..t "'I"ld, and not
p.ld bafor. Janu.rv II, 1996, the first day .ft.r tha and of th. tlX ,,",sty parlod. Thl. non-p.rtlclpatlon
penalty I. eppelllbl. In th. .... .annar and In thli thl .... tl.. Plrlod .. YOU would .ppa.l lhe t.x and Int.r.st
that h.. ba.n ......ad a. Indlc.t.d on this notlca.
1 NTEREST I
Int.ra.t i. charged baalnnlna with flr.t day of dellnquencv, or nine (,) ~th. and ana (I) d.y
fro. thl data of d.ath, to tha data 0' ply..nt. Ta... which bac... dlllnquent bafore J~ry 1, 191Z
baar Int.r..t .t thli rate 0' .Ix (6X) p.rcent plr annua c.lculatad .t . d.llv r.t. of .000164.
All t..a. which bee... delinquent on or .,tlr Janulry 1, 191Z will ba.r Int.rl.t at a rat. which will vary 'rOl
c.lend.r VI.r to c.lend.r v..r with that r.ta announcld by th. PA Dep.rtsant 0' Ravenus. ThI eppllcabl.
Int.r..t rat.. for 191Z through 1996 ar'l
Vllr Intarllt Rat. D.llY Int.r..t Factor Vaar Int.r..t A.t. D.lly Inhrllt F.otor
1981 ..~ .000541 1917 .~ .000i!47
1913 16~ .00001 ,1911-1991 IIX .000301
..14 ll~ .000301 1992 .~ .000247
1915 ISJ< .000356 1995-1'94 n .00019Z
1916 1O~ .000274 1995-1996 OX .000247
--Intarllt I. c.lculat.d .. followlI
INTEREST a aALANCE OF TAX UNPAID X NUn8ER OF DAYa OELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I..ued .ft.r t~ ta. b.cDle. d.llnquent will r.f1.ct ~ Int.r..t calcul.tlon to ,I,t.'n 115) G.y.
bayond thli .tl of thl ........"t. If p'vsent .. .ede aftar thl Int.rllt coaputet1on d.t. mown on thl
Notlc., addltlon.l Int.r..t lU.t ba c.lcul.tad.
COHHONWEAlHIOF PENNSYlVANIA .... -
DEPARTH[HT OF REVENUE INFORMATION NOTICE FILE NO. 21 95-0542
BUREAU Of INDIVIDUAL IAXES AND
OEPT. ZIID6Dl TAXPAYER RESPONSE ACN 95144753
HARRISBURC, PI. 11UII-D601 DATE 09-13-95
IIf.lhlll "'II.t"
TYPE DF ACCOUNT
EST. OF RUTH E KELL o SAVINGS
S.S. NO. 171-28-0241 o CIIECKING
DATE OF DEATII 06-19-95 [iJ TRUST
COUNTY CUM8ERLAND o CERTIF.
REtlIT PAY tiE NT ANO FORtiS TO.
GLENN C KELL REGISTER OF WILLS
116 S CHESTNUT ST CUMBERLAND CO COURT HDUSE
MECHANICSBURG PA 17055 CARLISLE. PA 17013
HELLON PSFS he. provld.d the n.pert..nt with the Infor.eUon lllt.d b.low which he. b..n uled In celcuhtlng the
potent lei teM due. Ihelr record. Indlcel. thet et the d.elh of the Dbo"e dlced.nt, you w.r. e Joint own.r/b.n.flclery of thl. Dccount.
If you fe.1 thl. Infore.tlon I. Incorrect, pl..sl obt.ln wrltt.n correction froe the flnenclnl Institution, attach D cOpy to thl. for.
and return it to thfl abov. .ddr.ss. Ihh Dccount Is tDMlld:. In Dccordlllnc.! with the Inhultence lelt laws of the Co..onw..1th of Pennnlvanle.
Que.tlon. ..y be .n.~.r.d by ceiling (717) 1ij/-II)Zl.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIDNS
Account No. TDI4-A49233-C Dot. 04-22-91
Eabbliah.d
Account a.l.nc. 6,053.02
P."c.nt T.x.bl. )( 100 , 00
AMount Subj.ct V, T.x 6,053,02
T.. Rot. t /P X .~
PobnU.l T.. Ou. 3~/d 9B7. 95
PUT TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
.. 0 Th. abov. Infor..tlon end taM due I. corr.ct.
I, You .ey ehoo.e to reelt pey.ent to the Regllt.r of Will. with two copl.. of thl. not leI to obteln
e dl.count or avoid Inter..t, or you .ey check bOM -.- and return thll notice to the RIgI.t.r 0'
Will. .nd an o'flcl.1 ........nt will b. Illued by the PA Depert.ent of Rev.nu..
To Insure prop.r credit to your account, two
(ll caple. of thl. notIce .Ult aceo.pany your
peyeent to the Algl.t.r 0' Willi. Heke chaek
peyeble tOJ "A.gl.ler 0' WillI, "gant".
HOTEl If t8M peyeant. er. .ad. withIn three
(1) .onthl of the dlc.d.nt'. date 0' de.th,
YOU .ay dlduct a 5~ dllcount 0' the tax due.
Any Inherltene. taM due will beco.1 d.llnquent
nln. (9) .onth. e,t.r the det. 0' dleth,
[CHECK ]
DNE
BLOCK
ONLY
B. ~Thl above ....t he. b.an ar will b. report.d Dnd talt peld with the P.nn.ylvenla Inherltencl I.. r.turn
to b. 'lied by the decedlntll repre.entetlve.
C. ~ha ebov. In'or.etlon I~neorrect end/or dabtl end dlductlonl were peld by you.
P ~ou .Ult co.pll" PART l!J and/or PART 0 below.
If you indicate a different t.x r.tet pl.... .t.te your
"el.t ionahip to d.Cld.nt I "- ~ A/
PART
~
TAX R!TURN - COMPUTATION OF T~Y. ON JOJNT/TIIIIRT ACCOUNTS PliO ...____
LINE I, D.te E.t.blished 1 1
2. Account Oolonc. 2 t..175'3.o'~ 2
3, P.rc.nt Tax.ble 3 )( IIJO . 3
4. A_aunt SubJoct to T.. 4 t...~:r3_c'/'L 4
5. D.bta .nd Deduction. 5 5
6. A_aunt ro.obl. ,,6 (,.~S 3. ",:J-. 6
I,&.s> 7S?..t"1."~TNlNhl" t:~~ 7 X U'5:5.s)'., ..1t;!:/{ _ 87
a I'i.. bu. J'lIrur il""vl a
PART DEBTS AND DEDUCTI~S C~MED
I!l 1~""Dw;. J~.s;o"h y,qIOf/.?~S'.:lO
DATE PAID PAYEE DESCRIPTION
OFFICIAL USE ONLY [] AAF
PA DEPARTMENT OF REVENUE
?//?/'JJ
AMOUNT PAID
I
TOTAL (Enter on Lin. 5 of Tax Conput.tionJ
I
.
p."jury, I d.clare th.t the f.ct. I
ny k oNledge and b.ll.f.
have report.d
HOME (
WORK (
above .re tru., correct and
)
)
;...
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT ",Uh IIppllUbl1 lnteru' b...d on In'or..tlon
.Ub.lttld by thl ,lnancl.1 Inttltutlon.
2. Inherlt.ncl ,.. bleD." d.llnquent nln. lonth. .,t,t thl dlc.d.nt', dl'e of d..th.
1. A Joint ICCount I_ 'I_abl. IVln though thl dlced,n", n... "'.. added .. . I.tt.t of convenlencl.
4. Account. (Including tho" held bltwlen hUsband end ",If.) which thl dlcld.nt put 1n Joint n.... within on. y..t prior to
death .t. "llIv tenbl. '1 Iran,hr,-
5. Account. 1,'lbIS.hld Jolntlw b.twlen hU,bend end wlf. lor' than ana v..t prior to d.ath .t. not tIMlbl..
6. Account. held by . dlcedent "In trult for" InGther or oth.r. .t. ,..abl. fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAVER RESPDNSE
1. SlOCK A . l' the Inlor.,llon and co~u'.tlon In thl notle. .t. corract end d.ductlons .r. not b.lnD cl.l.ld, pilei an "X"
In block "A" of P.rt I of 'h. "Y._ply.r R.,Pon.'" ..ctlon. Sign two cOP I., and .ubslt th.. with your ch.ck for the ..aunt of
tlX to the R.gI.t.r of Will. of the countv Indlcat.d. Yh. PA D.p.rt.ent of A.venu. will l'lu. en offlel.1 .......lnt
(for. REV-1541 EX) upon r.cllpt of thl r.turn fro. the R.alltlr of Will..
2. BLOCK' _ If the ....t .plelfl.d on thl. nQtlcl h., blln or ..III b. r.port.d Ind t.>> p.ld with thl Plnn.ylvanll Inh.rltanc.
Tlx Rlturn fll.d bV the dlcld.nt". r.pr..tntltlv., pllCI an "X" In block "I" of P.rt 1 of thl "Taxpl.,.r RI.pon.l" ..ctlon. Sian on.
copy and return to the PA Dlpart..nt of A'v,nu., lurelU of Indlvldu.1 Ta..., Dapt U0601, ttarrhburg, PA 11121-0'11 In tha
Invllopl provldld.
5. ILOCK C ~ If the not lei Infor.atlon II Incorrlct andlor dlductlon. arl blinD cl.l.ad, chick block "CM and COIPI.tl p.rtl 2 and 5
.ccordlng to thl In.tructlon. b.low. Sign t..o clottl.. and .ub.U th.a with 'tour ch.::'" '0" till "Hunt of tI>> pllyabl. tn ttl. Alaht...
of Wllh of thl county IncUc.tld. Thl PA D.pI..tll.nt of Alv.nu. will In". In offlcl.1 ........nt (for. AEV-1541 U() upon r.cllpt
of thl return fro. the R.aht.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
UN[
1. Ent.r
HOTEl
the d.t. tn. .ccount originally.... ..tlbll.h.d or tltl.d In the .enn.r Ixlltlna .t date of dl.th.
for. d.c.dant dylnD eft.r IZ/12/121 Account. ..hlch tha dac.dlnt put In Joint n.... within ~~\) y..r of da.th .r.
ta.lbl. fully.' tran.fl". Ito...ver, ther. II an .xclutlon not to I.c..d .5,000 p.r tran.f~1 uo.rdl.n of th.,vafu. of
tha .ccount or the nuablr of .ccountt h.ld. - ~ ' ' ~ ' '
..
..
If a doubl. a.t.rl.k (~.) app..r. b.forl your flr.t n.aa In the Iddr..' portion of thl. not leI, th.
.lr.ldy h.. b.an dldUctld fro. thl Iccount bllanc. .. r.port.d by the flnancl.1 In.tltutlon.
Ent.r thl tot.l b.lanc' of thl eccount Includlna Intlr..t .ccru.d to the data of d..th.
T~ parcent of the .ccount that I. t_.abl. for ..ch .urvlvor I. d.t.raln.d .. follow'l
A. Th. p.rcent t.xlbl_ for Joint ....t. a.tabll.hld aor. than on. ya.r prior to the dlced.nt'. dalthl
n,ooo
,,,
r~;
I'~l
-,I
..clutlon '
1 DIVIDED IV TOTAL NUHIER OF
JOINT OWNERS
[.I.p111 A Joint ....t rlgl.t.rld
DIVIDED IY TOTAL HUMIER OF X 100 . PERCENT TAXAlI!
SURVIVING JOINT OWNERS
In the n... of the d.c.d~t and twa oth.r p.r.on..
t\
1 DIVIDED BV 5 CJoINf OWNERS) DIVIDED IY 2 CSURVIVoRS) . .167 . 100 . 16.1% CTA_AILE fOR ~AC~ $URVIVo~~
I. Thl p.rclnt t..abl. for ....t. cr..tad within on. y.'" of the d.c.d.nt.. d.lth or .ccount. awnld by tha dlc.d.nt but h.1d
In tru.t far enothar Indlvldu.l(a) Ctru.t banaflcl.rl..)1
1 DIVIDED IV TOTAL HUHIER OF SURVIVING JOINT
OWNERS DR TRUST IENEFICIAAIES
_ 100 . PERCENT TA_AllE
[.IIPI.l Jalnt .ccount raal.t.r.d In the n..a of thl d.Cldlnt .nd two othar Plr.on. and 'Itlblllhad within on. y..r of d..th by
thl d.cadlnt.
1 DIVIDED IY 2 CSURVIVoRS) . .50 X 100 . sax (tAXABLE fOR UCIt SURVIVOR)
4. Thl ..ount .ubj.ct to tlX Clln. 4) I. dlt.r.ln.d by aultlplylna thl nccount b.lancl (1In. 2) by thl plrc.nt tl_Ibl. Clln. 3).
5. Entlr thl total of the d.bt, .nd d.ductlon. Il.tld In Part 5.
~. Th. oanU!'lt tox.hl. Cllna 6J It dltaralnld bv ,ubtrat.:tlnll tha d.~t. O!'lrt <10ducUon. flln.. 5) froa thl ..aunt lubJsct to tOIC ClIlI' It).
7. Entlr thl approprl.t. taw rat. (1In. 7J I' d.t.r.lnld b.low.
A. for dat.. of daath occurring .ft.r 6/50/94, the ta. rlt.. for tran.f~r' to .pou.a. arl a. followt'
1. Oltl' of d..th on or .ft.r 7/1/94 and bafor. 1/1/95 the ret. I. 3~.
Z. Oat.. of daath on or aftar 1/1/95 tran,far' to .pou.a. will b. ta_.d It OX tax ratl.
Hot'l for data. of dalth prior to 1/1/94 tran.f.r. to tpoUla. Irl ta..bla at 6X.
I. Tren,f.,. to lIna.1 d"Clndant. Including fathar, .0U\ar. .on, dlUght.r, grandchildren, .on-In-law,
dlUght.r-ln-I..., .t.pchlld and th.lr I.'u, .r. tawabl. at .1. parc.nt C6XJ.
C. Tran.f.r. to all othar. InclUding broth.r, .I.tar, unci., aunt, n.phlw and nl,cl arl tlwabl. at flft..n p.rclnt (IS:CJ.
D. If you ch~' the t.. rat., pl.... ,p.clfY your r.l.tlonthlp to the d.cldant In the .rl. provld.d.
I. The I.ount of tlJt due (lln. I) i. d.t.ralnld by IUltlplylng thl a.aunt t8.abl. (lIne 6' by the tlK rat. ClIn. 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl' dabt. and d.ductlon. .r. d.t.raln.d .. follow'l
A. You Il0allY ar. ra.pon.lbll for p.y..nt, or th. ..tlt. .ubJ.ct to adalnl.tr.tlon by a par.onal r.pr..lnt.tlv. I. In,ufflclant
to p.Y the d.dUctlbl. It....
I. You actually paid thl dlbt, .ft.r da.th of the dac.dent end can furni.h proof of p.y..nt.
C. D.btt baing cl.lald lU.t b. It.alzad fully In P.rt 5. If .ddltlonll ,p.c. I. need.d, u.a plein p.par I I/Z" K II". Proof of
ply..nt "V b. r.qua,tad by thl Pi Daplrtaent of R.venul.
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORHATION OR ASSISTANCE. CONTACT ANV
REGISTER OF WILLS. PA DEPARTMEHT DF REVENUE DISTRICT OFFICE
OR CAll THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327; TOOl (717) 772-2252 (HEARING IMPAIRED ONLY)
COHHOHWUllll OF PENNSVl VANIA ~ '*
DEPAR1HEN1 Of REVENUE INFORMATION NOTICE FILE NO.21 95-0542
eUREAU OF INDIVIDUAL lAMES AND
DEPT. :60601 TAXPAYER RESPONSE ACN 95144754
IlARRISeURO, PA 17121'0601 DATE 09-13-95
tn.lhlll II' 11."1
TVPE OF ACCOUNT
EST. OF RUTH E KEll o SAVINGS
5.5. NO. 171-28-0241 o CHECKING
DATE OF DEATH 06-19-95 !Xl TRUST
COUNTY CUMBERLAND o CERTlF.
RENIT PAYNENT AND FDRNS TOI
GLENN C KEll REGISTER OF WIllS
116 S CHESTNUT ST CUMBERLAND CD CDURT HOUSE
MECHANICSBURG PA 17055 CARLISLE, PA 17013
HELLOH PSFS h.. prollld.d the D.put..nt with the Infor..Uon IIlt.d b.low which hili be.n ulld In celculaUng the
potentlll tall due. 'hair recordl Indlcata that at tha da.th of thl, ab,,"a dlcadant. you ...,a. joint oWftlr/ban.flcl.ry 0' thl. account.
If you 'a.1 th" h,'or..tlon .. Incorract. P..... obtain ltrltt.n 'lorr.ctlon fro. thl ,Inancl.l Inltltutlon, .ttach a copy to th" for.
end r.turn It to thl aboll. .ddr.... Thll account I. t..able In ~r.cordanc. with the Inh.rltanc. TB. Lawl 0' the COllonw..lth of Pennlylllanl..
Du.ltl~. .ay~. .~.w.~.rl hy ~~II Ino 17171 7ftJ.ft5l7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FDR
Account No. SA00140-108237 Ooto 07-21-71
Eat.blhhed
FILING AND PAVMENT INSTRUCTIDNS
Account a.lance
Parcent T.Kebl.
Anount Subject to
TeK Rate
Potential TaK Due
16.456.41
100.00
16,456.41
~
9:/ '7.3 b' 2, ('68, G6
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NDTICE
To Inlur. prop.r cr.dlt to your account, two
ell COpll1 of thll notlc. IUlt accolpany your
pay..nt to th. R.gllt.r 0' Willi. Hak. check
payabl. tal -R.glltar 0' Willi, Agent-.
K
Tox
t/f,
K
NOTEI I' tall pay.entl ar. .ad. within thr..
C)) .onthl of the d.c.dlnt'l dlte 0' dl.th,
you .ay dlduct . SX dllcount 0' the tall due.
Any Inhlrltance t.ll due will blco.1 dallnquent
nlnl C') lonthl a,t.r thl data of d..th.
PART
rn
[CHECK ]
ONE
BLOCK
ONLY
A. c=l Thl aboll. In'or.atlon and tall dua II corr.ct.
1. You .ay chao.. to ra.lt plY.lnt to tha Raglltar of Willi with two coplal 0' thl. notlca to obt.ln
a discount or allold Int.rl.t, or you .ay chIck bOM -A" and rlturn thll notlc. to the Rlglltlr 0'
WillI .nd an o'flclal BIII....nt will b. Illuod by thl PA Dlpart..nt of RaYlnua.
e. rtl Th. above allat hal blln or will ba r.port.d and taM paid with thl Plnnlylllanla Inhlrltanc. Tall r.turn
~ to ba ,llad by tha dlc.d.ntOI rlprallntatlva.
C. ~lh. aboy. In'or.atlon I~ncarr.ct and/o~abtl and d.ductlon. wlr. paid by you.
~ You IUlt coapl.t. PART l!J undlor PART L!J balow.
If you indicate a different tax rate, pl..se ,tate your
relationship to decedant l .5" /"C-
OFFICIAL USE ONLY 0 AAF
PA DEPARTHENT OF REVENUE
PART
~
TAX RETURN - CDHPUTATION OF TAX ON JDINT/TRUST ACCOUNTS
LINE 1. Data Estebli.hed 1
2. Account aalance 2
3. Parcent Taxable 3 )( /tJ"
4. AMount Subject to T.K 4
5. Debt. and Deduction. 5
6. Anount Taxable /] 6
7. rax Ret. ~ /t:J 7 )( ;:::"
8. T.. Ouo J,4" S;l> I "t 8
PAID
PAD
1
2
3
4
5
It. 'I Kt., '1/ 6
CJ~7)Y 7
~~ . S-
a
DEBTS AND DEDUCTIONS CLAIHED J
'1'''' >- /}t>G: 9 :1'/,,, '1- f/&L- 9 J 3,2
DESCRIPTION
/" 1-/.1/', Iff
/~. "10'(..,"11
~
PA
~
DATE
PAVEE
? 1/9 j'FJ
AMOUtlT PAID
I
TOTAL
,
,
I
.
(Enter on Line 5 of Tex Conputatlon)
Under penalties of perjury, I declare th.t tha
cOMpleta to tha be.t of ny knowledge and bali.f.
~ ~ e rf-oId7/
1l ~lGNATtJR
fact. 1
have r.ported above ara tru~
HOME (~~7) I~~
W~~~EP~O~E N~MBER
corract and
-:n77 ~ ~
Cf 6A~--
OAT _ I
...
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT wlth .ppllcabl. Int.,u' b...d on In'or..lIon
lubelUld by thl 'Inanel,a tnllltullon.
2. lnherlt~. t.. blea'" dlllnquent nln' lonthl .,t,t thl dlCldlnt', dl'l of d..th.
S. A Joint .ccount I. t..,bl. IVln though thl dlCldlnt', n... .... added .1 . ..tt.t of conv.nl.ne..
~. Account. (Including tha.. held b.t....n hulband ~d wlf.1 which thl dlcld.nt put In Joint n.... within on. v..r prior to
d..th .t. fully t,.,bl, .1 tran,'.r..
S. Account. ..t~lllhed Jolntl" blt....n husband and wi'. lor. than on. y..r prior to d..th .r. not t...ble,
6. Account. held by . dlcld.nt "1n tru.t for" .nath.r or oth.r. .r. t,.abla fully.
REPDRTING INSTRUCTIONS - PART
1
- TAXPAYER RESPDNSE
1. BLOCK' a If thl Infor..tlon and coaputatlon In thl notlcl .t. corr.ct and d.ductlon. .r. not b.lng cl.I..d, pllc. en .X"
In block "A" of P.rt I of the "TeMp.y.r R..pon.." ..etlon. Sign tNO cop I.. and .Ubllt th.. Nlth your ch.ck 'or the ..aunt of
t.M to the R.al.t.r 0' will. of the county Indlclt.d. 'h. PA D.plrt..nt 0' R.v'nu. NIII I..u. an o'flcl.1 .......ent
(for. REY-IS~' EX' upon r.c.lpt of the r.turn fro. the R.gl.t.r of Will..
l. BLOCK. _ If the ....t 'Plelfl.d on thl. notlc. hi' b..n or NIII b. r.port_d end t.M plld Nlth the P.nn.yl~anl. Inh.rltanc.
TIM Rlturn fll.d b~ the d.c.d.nt'. r.pre..nt.tl~', pl.cI .n "X" In block "B" 0' P.rt I 0' the "TI.pey.r Re.pon.l" 'Ictlon. Sign onl
cop~ and r.turn to the PA DIP.rteent of RIVlnul, Bur.au of Indl~lduII TI.", D.pt 1B0601, Hlrrllburg, PA 17118-0601 In the
en~llopl provldld.
3. BLOCK C _ I' the notice Inlor..tlon I. Ineorr.et andlor d.ductlon. .r. bllng ~1.1'ld, chick block "e" end coapl,tl P.-t. l and 3
Iccordlng to the In.tructlon. b.loN. Sign two cop II' and .ubelt ttl.e ~Ith your chick for the .eount of t'M p.y.bl. to the R.gl.t.r
of NUl. of thl cOW1ty Inalcu.d. The Pill 0....' t....I\ 0' ".II,,"'U. ..UI 1."u. .., ulrhd.l .....~....,\ ,roOr. rt!:'J I~_C :::0 ~"'I raCIlFo\
0' the nturn 'rol the R.ghter of Will..
TAX RETURN - PART 2
- TAX COMPUTATIDN
LINE
I. Entar the date the ICCount orlglnlllw NI' ..tebll.h.d or titled In the .ennlr a.l.tlng et d.t. of d..th.
HOTEl For. d.c.dlnt dying .fter Il/IZ/8Z1 Account. which the d.cadent put In Joint n.... Nlthln on. II) y..r 0' d..th era
te.abla fullY .. tr.n.f.rs. 1I0Navlr, there h an ..clu.lon not to ..ce.d 'S,OOO p.r tran,'.rl. r.g.rdle.. of the valua 0'
the account or thl nuab.r of ICCount. h.ld.
I' I daubl. I.t.rl.k C"I Ippa.r. bafor. your flr.t na.. In the eddrl.. portion 0' thl. no{1~~:Jth' '~~DOO ,.clull,onJ._,
alr.ldy h.. b..n d.duct.d 'roe the .ccount bllanc. .. report.d by the flnenclel In.tltutl~;' ,
l. Ent.r the tot.1 bllenc. of the .ccount Including Int.ra.t .ccru.d to the data of dl.th.
3. Th. p.rcent 0' the ICCount th.t I. t..lbl. for .ach .urvlvor I. d.t.reln.a I' folloN'1
A. The p.rcent t..abll 'or Joint ....t. ..t.bll.h.d .ar. th.n on. y..r prior to the dlc.d.nt'. de.thl
" ,
i,
. ~j
DIYIDED IV TDTAl NUMBER OF
JOINT OWNERS
E.eepl.1 A Joint ....t r.gl.ter.d
DIYIDED BV TOTAL HWtBER OF II 100 . PERCENT TAXABlE
SURVIVING JOINT OWNERS
In the n..e of the dlced.nt and two oth.r p.r.on..
t_'
---J
I DIYIDED BV 3 (JOINT OWNERS) DIVIDED BV Z ISURVIVORS) . .167 X 100 . 16.7X nAUlllE fOR EACH SURVIYOR)
8. Th. p.rc.nt ta..bl. lor ....t. cr..t.d within on. y..r of the dacedant'. d..th or account. oN~.d by the dec.dent but h.ld
In tru.t 'or ,,"othar IndlvldulIIll.' (tru.t b.naflcl.rlu" '-.0
1 DIYIDED IV lOTAl HUMBER OF SURVIYIHG JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
EK..pl.' Joint account regl.tar.d in the n... of the d.c.d.nt end two othar p.r.on. and ..tabll.h.d Nlthln on. y..r 0' d..th by
the d.c.d.nt.
I DIVIDED BV Z (SURVIVORS' . .50 X 100 . SOX (TAXABLE fOR EACH SURYIVOR)
~. Th. a.uunt .ubJact to tl. (1In. ~1 I. d.t.reln.d by .ultlplylng the eccount b.lanc. (1In. Zl by thl p.rc.nt t..ebl. Clln. 3).
5. Entar tha tatllll of the d.bt. .nd daductlon, II.t.d In Plllrt 3.
6. Tha ..ount t...bl. Illnl 61 I. dat.r.lnad by .uotrectlng the dabt. end deduction. Clln. 51 frce the e.ount .ubJ.ct to t.. Clln. ~,.
7. Ent.r the IPproprlat. t.. rat. Illna 7' III' d.t.relned b.low.
A. For dat.. 0' d..th occurring lII,t.r 6/30/94, the t.. r.t.. 'cr tran.fer. to .pou... .r. e. 101lcWII
I. Oat,. 0' d.cth on or .ft.r 7/1/94 and b.'ora 1/1/95 the rete I. 3X.
Z. oat.. of d.ath on or aftar 1/1/95 tr.n.'er. to 'PCUI" will b. till_ad .t ax t.M ret..
Hot., For d.t.. 0' d..th prior to 7/1/9~ tran.,.r. to 'POU,I. .r. t..able at 6X.
e. Tran."" to Iln..1 duc.ndant. Including f.thar, .other, .on, daughtar, grandchildren, .on-In.llw,
deu!lht.r.ln-IIN, .t.pchlld and th.lr I..u. .ra taM.bl. .t .1. p.rc.nt 16XI.
C. Tran.f.r. to .11 othar. Including broth.r, .I.t.r, unci., nunt, n.ph.w end niece .r. t...bl. .t 'Ift..n p.rcent (15X).
D. I' YOU changa the tl. r.t., pl.... .paclfy your ral.tlonlhlp to the decad.nt In th. .r.. provldad.
a. Th. ..ount 0' t.. due Clln. aJ II datar.lned by .ultlphlng the fI.aunt t..abla Cllne 6J by the ta. r.t. l11n. 1).
CLAIMED DEDUCTIDNS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. and d.ductlon. ere d.t.reln.d e. fallcw.1
A. You l.g.llw Ir. r..pon.lbl. for p.y..nt, or the ..t.t. lubJ.ct to .d.lnl.tr.tlon by . p.r.on.1 r.pr.,ant.tlv. I. In.ufflclent
to p,y the d.ductlbl. It....
B. You .ctu.lly plld the d.bt. aft.r d..th 0' tha d.c.dent end can furnl.h proo' of p.y.ent.
C. Dabt. b.lng cl.I..d lU.t b. Ita.lz.d fully In P.rt 3. I' .ddltlonal .paca I. n..ded, u.. pl.ln pap.r a l/Z" . II". Proof 0'
plyeent e.y b. r.qu..tad by the PA O.p.rt.ent 0' R.v.nue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFDRMATION 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 ONLYJ
.,;. -.... - --.. -. '- .
,
,~" . , .
~L_--------------------------~-~------------------
,
\~ .,
""\
,
;,'>, -I
I
,
fa TOTAL AMOUNT PAID .343.20
CW
RECEIVED By?1/,cUU.I. t :;,~,.. ~(.lU:.J. ' IdA/.
)' 51GNATU r' 'I " ;'
MARV C. LEWIS ,..f. I';/i'<~c/I'/:'t
R~~ISTER O~ WILLS
Ig";';.'.":A' A 4 "C6MMO~WEALTH OFPENNSYL'IANIA
- ~~, :...0 8,023 DEPAltTME~OPRIV'NU'
.,.,,' OFFICIAL RECEIPT. I'ENNSYLVANIAINHERITANCE AND ESTATE TAX
~.'V.H t "...,
.
.'"
" '-', "
"> i
'.....,. ",
\
ij:"';-:- '_,;::_ _~"""'"",,'",,,,"""--::""'::::-"7.;::;7/:-:;,7;;;.:-'7.'''''''''''''=:- -- ---.-- --- - -_.-~ - -::-.-.r'""?i" - 'T-:C:
J '.~ ~ t
&
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
m
RECEIVED FROM:
9511-f1./15~
$:!I4:s.eo
GLENN C KELL
llb SOUTH CHESTNUT STREET
MECHANICSBURG PA 17033
-
ESTATE INFORMATION,
~ FilE NUMBER
U 21-1~~3-0542
~ NAME OF OECEOENT (lAST)
~ KELL RUTH E
at OATE OF PAYMENT
m POSTMARK OATE
COUNTY
SSN 171-2S-0241
(FIRST) {Mil
CUMBERLAND
OATE OF OEATH
REMARKS
GLENN C KELL.
SEAL
CHECK" 107
REGISTER OF WILLS
,
"
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"
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t.. - " .....:-.
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,
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-
.
------- - --- - - - - -- - ---- - - - - -- - - - -- - - - - - -.-- -'- - - - - - - - -- --
O"A'A'0'48022.' COMMONWEALTH OF PENNSYLVANIA
NO.. ". . '. . DIPARTMINT OF RIVINUI
J"" u~,.", OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAlC
..
.... .
..' "".' ..' .... '..^
"..'.-., ;.. '.'
..<,.,,' '--,' '.
'.' :'.': ..
. . ;
-..,
. ...... .
RECEIVED FROM:
&
ACN
ASSESSMENT r:t
CONTROL ...
NUMBER
AMOUNT
GLENN C KELL
9:5/41./ 75Lf
...
.93B.e3
Ilb SOUTH CHESTNUT STREET
MECHANICSBURG PA 1700~
lotO HilI -
ESTATE INfORMATION,
EI fiLE NUM8ER
m NAME Of OECEOENT
II OATE Of ~
m POSTMAR
COUNTY
(FIRST)
(MI)
OATE OF D
REMARKS
m TOTAL AMOUNT PAID
.9:iIil.liI:il
CW
GLENN C KELL
REGISTER OF WILLS
-y
REC"EIVEO BY '/)//.':' .! " .." '.'.J / .,-"
;I S:~~"~~l, of 1;.. ;Cfj
MARY C. LEWIS '
REGISTER OF WILLS
SEAL
CHECK" lOb
-,--,7":'- - --- --.- ~.-.~--....::--......-.~,.~;7'"';,~,,-:-:----........:'..~_....... --- - --- -- --. - - -.---;.- -.;-- - ~::-.~.~
, \' ..
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....- ....-......-........
~
-
....~_._- .;....----- -.-:-.. -- - - ----.--.- --- - ---.---- - --------- --- -- -----
"",;"., ,t,.., f. ,
D~o.AA048035:_!:"_,S ,COMMOND~~~~~T~: R~:~:YLVANIA ..
,,,;,..; "',,,,' " ':O..ICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .'
/~,..:
'...-........... -'. .. .'
-,'
.... '
. .
'....
RECEIVED FROM:
&
ACN
ASSESSMENT I!'
CONTROL ~
NUMBER
AMOUNT
NANCV KELL
30 RUNNING PUMP ROAD
lu1
..:lIIfO.CU
NEWVILLE PA 17241
ESTATE INFORMATION,
~ FilE UMBER
lIII 21-19915-0:542
~ NAME OF DECEDENT IlAST)
Iii I<ELL RUTH E
II OATE OF PAYMENT
EJ POSTM^RK OATE
COUNTY
aSN 171-2e-0241
(FIRST) IMII
CUMBERLAND
OATE OF OEATH
fa TOTAL AMOUNT PAID
.3,.:5.20
PB
REMARKS
NANCV KELL
SEAL
RECEIVED BY j,' (, '
'"
",' ' .
J"- -.' 0-'/,.-
,I $tGNArURE
".,' .. ,.""
CHECK" 720
REGISTER OF WILLS
MARV C. LEWIS
REGISTER OF WILLS
'-j.-
"1
__._.-::'" _. _ __ _ _ _ ,__._ __. __ -:.~ ~"'~'-:'".'~'_ :0-..- --.- - -- -"":""- - - - - - - -~ - _.- -.---..."1.:"7'-"'
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REV-1548 EX AFP (12-94)*,
cOHHOHWEALTH OF PENNSYLVANIA
OEPAATtENT at Rl:v(NUE
IURfAU Of' INDIVIDUal TAXEI
DEP'. 110'01
HARAIIIURG, Pi 1712..0601
HOTICE OF IHHERITAHCE TAX
APPRAIaE"EHT, ALLOMAHCE DR OIBALLOMlXC8
OF OtllUCTIOH t. AHO AaaEBa"EHT OF TAX ON
JOIHTLY nELD OR TRUBT AaBETB
DATE 11-13-95
ESTATE OF KELL
RUTH
E DATE DF DEATH 06-19-95
CDUNTY
CUMBERLAND
FILE ND. 21 95-0542
S.S/D.C. NO. 171-28-0241
ACN
95144753
GLENN C KELL
116 5 CHESTNUT ST
MECHANICS BURG PA 17055
REMIT PAYMENT TOI
REGISTER DF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
Aoount R..ltt.d
CUT ALDNG THIS LINE ... RETAIN LOWER PORTIDN FOR YOUR RECDRDS ~
Rirv=is4-i-iif-AFii.iiif:94j--------------------------------.------------------------..-------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX DN JOINTLY HELD DR TRUST ASSETS
DATE 11-13-95
ESTATE OF KELL
RUTH
E DATE DF DEATH 06-19-95
COUNTY
CUMBERLAND
S.S/D.C. NO. 171-28-0241
(X) ACCEPTED AS FILED () CHANGED
JOINT DR TRUST ASSET INFORHATIDN
FINANCIAL INSTITUTIDN. MELLON PSFS ACCOUNT NO.
ACN 95144753
FILE ND. 21 95-0542
TAX RETURN WAS.
TD14-A49233-C
TYPE DF ACCOUNT I () SAVINGS ( ) CHECKING (10 TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-22-91
Account Bdenc..
P..rc..nt Texeb1.. x
Amount Subj..ct to T..x
D..bts end Deductions
Texeble Amount
Tex Rete X
Tex Due
6,053.02
1. 000
6,053.02
.00
6,053.02
.06
363.18
NOTEI TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION DF THIS NOTICE
WITH YOUR TAX PAYMENT TD THE
REGISTER DF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TO.
"REGISTER DF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
07-25-95
DISCOUNT (+)
INTEREST (-)
18.16
AMOUNT PAID
345.20
RECEIPT
NUMBER
AA048035
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS OATE,.,SEE REVERSE FOR CALCULATION OF ADDITIONAL IHTEREST. ·
I IF TOTAL DUE IS LESS THAN n, NO PAVNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I C~~, VDU HAV BE DUE A REFUND.
SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS. I
363.36
.18CR
.00
.18CR
nc:
C ('
l..1
.,.
PlIlPOSl! OF
NOTICE. To fulfill the ,...,.,.MWltI of SeoUan U40 of the 1,.".,,!tMC8 Met Estat. 'U Act, Act 12 of lnl. (11 P.I.
SeoUon 1140).
PAvtEHTI Dehch ttM tDP portion of thh Notlc. Mid IUbIIIt with your ,..~t to the R..htar of 1111" print.. on U.
rever.. ......
... ..... check 0,. MnII'II' order pay_II tal MallTtR OF WULS, Ac:oa.
All ,.~t. real..,ad .11 flrat ~ .....11.. to WlW Int.,...t which MY ~ due, with ...... r_l"" ...11ed to the tax.
RU\IGI CCAJ. .. r.ftN of a tu credit, which .... nat ,.....ted an the to return, _'II' be ,.....tad b'll' cHPlaUI"II In "AppUutlon
for Aaknl of P."".vl..,.,I, tntMrltWICI 8nd Eltat. Tu. (REV-UIS). Application. an ...,.Ihbl. at tM Dffl~ of
the Aealstar of N11l1, "''11' of the Z3 Alv.-.ue DI.trlct offlc.. or bv calling the lpeel.. U-hour .......rlnG ..rvlcl
~,.. for for.. orderlngl In P"'Ql."."I, l"IDD-562-205D, out.lde P.""lvl..,."I, ... within local
..""bbu". .r.. (717) 711-IOM, TDD. (717) nz-uS! (...."Ing r..,.lnd On!r).
OBJECTIONS, Anv p.rty In lnta,...t not ..Uafl.. with the .,...s..-.nt, aUow.-.ca Dr dl..l1~. of deduotlon. or .........,t
of tax Clncludlng dhcaunt or lntlrllt) a. Ihawl an th1l Hatlc. ..y abJ.ct within IIdy UG) dan of r~lpt of
ttll. Notlc. bya
.-wrltt~ prot..t to t~ PA o.p.rt.-nt of R.v~, loard of Appell., n.pt. 211021, H.rrlsburg, PA 17121-1021, OR
.-.lHtlng to h.y. UM ..tt.r ctater.lnad .t the audtt of the ac~t a' the p.non.1 rapr.untatlv., DR
.-.....1 ta the Drphm., Court
ADMIN.
IITRATlVE
COARfCTlDNla
Factual .rror. dl.cov.red an thl. ......-.nt ~ld ba addr..18d In writing tal PA o.part-.nt of Rlv~,
aureeu of Indlyldual T..... ATTNa Po.t A....~t R.vl.. unit. DEPT. 28a'01, HarrllbUrg, PA 17121-0'01
Phone (717) 787-6505. S.. P-oa 5 0' tlla bookl.t "rn.truotlon. for Inherltanc. Tu Aeturn 'or. Allldlnt
Decadent.. (REV-IS01) 'or an .wplanatlon of ad.lnl.tratlv.ly corrao tab I. .rror..
DISCOUNTI
If .,y tu dl.MI 11 Plld within thr.. cs) ~lancMr ItOnth. Iftlr the cMc:**,t'. d..th, a flvI parcent CSlCJ
dlDCOYlt of the tax paid II IUawad.
INTERUTI
Inta,...t II charged baglnnlng with flr.t day a' dellnquMCy, ar "I". (9) ItOnthl ~ ana (1) day
'r. the dati af death, to the dIIte af peYMt'lt. TUII which bacaM delinquent ba'an J.-.uary I, nil
baar Int.rll.t at tha nte of ahl (OJ parCWIt par ....... calculated .t . dilly nt. a' .000IM.
All tUI, which bee_ delinquent on or Iftlr JWlUlry 1, 1911 will bear Int.r..t at . nt. which will VIIry 'r.
eIIl"r yaar to calMd.r y..r with that nt. .-nJUnCad by the PA Dep.rt....t of Revenue. Tha appllcabl.
Intar..t rete. for 1912 thr~ 1995 arar
'WI: Int.ra.t Rata U.llv Int.r..t Feetol" 'WI: Inter..t R,t. Oallv Int.,...t Feetor
1..2 ZOX .OOOMS 1'17 9Z .001147
1905 162 .000411 1911-1991 IIX .001Sat
U64 IIX .oonat I99Z 9Z . aDOZ47
1'15 UX .000356 1995-1994 12 .DDal'Z
UN lOX .00027" 1995 9Z .OOan1
..Intlrllt I. calcullted e. follow"
IIlTEIlElIT a aALAXCE OF TAX lIIIPAID X HUXaER OF DAya OELIXQUENT X DAILY IIlTEIlElIT FACTOR
.-Any Hatlc. luuad after the tu bac:oae, dallnq.,ant ..III nflact en Inter..t calculation to ,1ft.... US) dan
beiyond the data of the ........"t. If p.YHnt II ..... .ft.r the I"tlrllt COIlPUt.Uon at. Ihown on the
Matlc., eddltlonal Int.ra.t au.t be c.lculated.
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PAYHEHTI
DetKh the top porUon of thl. NoUe. end aubIIlt with your paYHf'lt .ede payllbl. to the "... end eddr...
printed on the r.v.r.. .Ide.
If MIIDDCT DECEDENT Ak. cMck Dr eane~ order pa.l. tal REGISTER OF WILLS, AGENT,
If tONlfllDEHl DECEJ:l(H1' uk. chKk Dr BMY order p.yllbl. tal Cotl'tDNWEAL TH OF PENNSYLVANIA,
AU pa~t. rec.lved thaU be ."lIad flnt tD ..,~ Int.r..t Nhlch ..~ be dull with M~ r...lndar ..,..lIad to the b.,
REF\ICD CCAll A r.flnd 0' a t.. credit, which w.. not r...,..ted on the r.. R.turn, MY be raqua.tad b~ cDllPI.Una WI
"Appllc.tlon for R.'und of P~.ylvMI. Inherltanca and E.t,t. Ta." CREV-1S1S). Appllc.tlon. .ra evallllbl. at
the Offlc. of the R.gl.tar of Will', MY 0' the 23 R.vanua DI.trlct Offlca. or fro. the Dapartaant'. Z4-hour
an....rlnt .arvlca nuaber. for for.. ord.rlngl In Pann.VlvMla 1-100.S6Z-Z050, out. Ide Pann.ylvenl.
end within local Harrl.bUrg .ra. (717) 717-1094, TOOl (717) 77Z.ZZ5Z CHearlna 1.,.lrad only).
REPLY Tal Qua.Uon. r.gardlng arran contained on thl. notlca thDuld be eddr..Hd tal PA Dep.rt""t of R.v...., Iura"
of Individual T...., ATTNI po.t A.....sent R.vlew unit. Dept. '10601, l~rrl.bUrD, PA 17121-0601. phone
(717) 7'7-6505.
DIstOUNTI If any ta. due I. p.ld within thr.. CS) c.landar ~th. a,t.r the dac.dant'. d..th, a flvl p.rcant CIX) dl.count
of the ta. p.ld I. .llowed.
INTEREST I Int.ra.t I. charged beDlnnlna with 'Ir.t d.y of dellnquencv. or nine (9) ~th' end one Cl) da~ frol thl date of
death, to the data of p.v-ent. Ta... which bee... d.llnquent ba'or' Jenutry I, 1912 baar Intar..t .t the rat. of
.1. C6X) p.rcant p.r annua calcul.ted .t . d.lly tat. of .000164. All t.... which bee... d.llnquent on end .ft.r
J~ry 1, 19.2 will b..t Int.r..t at a r.t. which will v.ry froe c.I~.r y..r to calendar y.ar with th.t r.t.
announced by thl PA Dep.rtsent of R.vanua. The appllcabl. Int.r..t rat.. 'or I,.Z through 1995 aral
Y.ar Int"..t R.t. D.lly Int.r..t FBCtor y..r Int"..t Rat. D.llY tnt,,"t FMtor
1912 zox .000541 1,.7 9% . n0247
1'15 lOX .000411 1911-1"1 11:1: .001501
1'" I\X .00DSOI I'" .X .000Z47
1'15 \SX ,OOOS56 1995.I994 7X ,000191
I'" lOX .000274 I"S .X .000Z47
...tnterast I, c.lculated .. 'allow..
IKTEJlE8T . aALANCE OF TAX UHPAID X HUHDER OF DAYS OELIHQUEHT X DAlLY IHTEREBT FACTOR
--Any Notlc. I..ued a,t.r the taM bacoaa. delinquent will r.,llGt an Int.r..t calcul.tlon to fl.tlan (15) day.
beyond the d.t. 0' thl .......-nt. If pav..nt I. IIda .,t.r thl Int.r..t c~t.tlon d.t. shown on thl
Notlcl, .ddltlonal Int.r..t au.' be c.lculated.
~~V.1548 EX AFP (12-94)*
CQHMOtMALUI OF PENNSYLVANIA
DEPlJltHfNt OF REVENUE
IUREAU OF INDIVIDUAL tAXES
DEPT. lInDl
HARAISIURG, Pi 171ZI.0601
I.~;o '/5 - (p
ROTICE OF INHERITANCE TAX
APPRAI~, ALLOMANCE OR OISALLOMANCE
or OEDUCTIONti.o ANO A88E8aNENT OF TAX ON
JOINTLY .ELD OR TRuaT AaSETS
DATE 11-13-95
ESTATE DF KELL
RUTH
E DATE OF DEATH 06-19-95
CDUNTV
CUMBERLAND
FILE ND. 21 95-0542
S.S/D.C. NO. 171-28-0241
GLENN C KELL
116 S CHESTNUT ST
MECHANICSBURG PA 17055
ACN
95144754
REMIT PAYMENT TDI
REGISTER DF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
baunt R..Utad
CUT ALDNO THIS LINE ~ RETAIN LOllER PDRTlON FDR YOUR RECDRDS .....
Rirv:isiri-Eif-AFii-ri:f:94i--------------------------------------------.----------.---------------.------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOllANCE OR DISALLOllANCE OF
DEDUCTIDNS, AND ASSESSMENT DF TAX ON JDINTLY HELD DR TRUST ASSETS
DATE 11-13-95
ESTATE OF KELL
RUTH
E DATE DF DEATH 06-19-95
COUNTY
CUMBERLAND
ACN
95144754
FILE ND. 21 95-0542
TAX RETURN WAS.
S.S/D.C. ND. 171-28-0241
(X) ACCEPTED AS FILED () CHANGED
JDINT OR TRUST ASSET INFORHATIDN
FINANCIAL INSTITUTION I MELLON PSFS
ACCDUNT ND.
SAD0140-108237
TYPE DF ACCDUNT I () SAVINGS ( ) CHECKING (lO TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-21-71
Account Bahnce
Per cant Taxeble X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rat. X
Tax Due
16,456.41
1. 000
16,456.41
.00
16,456.41
.06
987.3B
TAX CREDXTS:
PAYMENT
DATE
07-19-95
RECEIPT
NUMBER
AAD48022
DISCDUNT (+)
INTEREST (-)
49.37
NOTEI TD INSURE PROPER CREDIT TO
VDUR ACCDUNT, SUBMIT THE
UPPER PORTION DF THIS NDTICE
WITH VDUR TAX PAVMENT TD THE
REGISTER DF WILLS AT THE
ABDVE ADDRESS. MAKE CHECK
DR MoNEV DRDER PAVABLE TD.
"REGISTER OF WILLS, AGENT."
AMDUNT PAID
93B.23
987.60
.22CR
.00
.22CR
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST
TOTAL DUE
. IF PAlO AFTER THIS DAT~..~EE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
C IF TOTAL DUE IS LESS TOAN .1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( C~~l YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE Of THIS FORK FOR IHSTRUCTIONS. )
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PIJRl'llSElIF
NOTICE I
Ta fulfill the r~lr...nt. of Section Zl~D of the Inherlt~ ~ Elt.t. T.- Act, Aat ZZ of ."1. ell P.I.
Section 114D).
PAVllDfTI
Det... the top portion of this HoUce end suIMllt with your PI)'Hf'lt to the A..lIt.r of WUb printed on the
r.v.r.. .la.
-- twt. check or IIOMV order PIV.oll tOI REGISTER OF WlLlS, "CENT.
AU pIYMnh receJvMl _11 first be ...lIed to MY Int.r..t which aav be .., with ....v r..I"r ...lIed to the tax.
REfUNDCCRh
A r.~ of . taM er"'St, which Nel not ,.....ted on the to r.turn, ..v be r.....ted bv COIlPl.t1nt W1 "Appl1utlan
'or R,fund of Pennivlvanla I~rlt~. Bnd Elt,t. 'IX. (AEV-151J). application. Ir. av.l1~1. at the OffiCI of
the R....t... of "Uh, "'V of tM ZS Rav..,..,. Dhtdet Dille.. or by ClUing the ...-elll Z4-hour ..........1"1 ..rvlce
~r. for fo~. o~rlngl In P~'Ylv."l. l-IDO-J6Z-ZISD, outside P~.vlv.nl. ~ within locII
"-..rhburg .t.. (717) 717-1094, TUD' (717) nz-usz CHurlng I...lnct Onlv).
OBJECTIONS I Any p.rty In Int.r..t not ..thflMt ldth the Itppnl.......t, aUowMCa a,. dl..Uawwtea of deduction. or ......Mnt
of taM tlncludlna dl.count a,. Int.,...t) .. shown on thl. Hatle. .IV object within Ilxtv (60) day. of "lCelpt of
thh Notice bv.
u..ritt.., p,.atest to the P" D.p.l"t.....t of RIV..-.u., lall"d of Appnl., Dept. 211021, HlrI"bburll, P" 17121-1021, OR
--.Iectlng to hIIv. thll ..tt.,. d.te,..IMd It the IlUdIt of the IMICount of the pIIrlOnlll reprIHntatlv., OR
--1IPPH1 to the o,.ph.,.' Court
..DMIN-
ISTR..nVE
CORRECTIONS I
FlMltud .rror. dluovlred on this ........,.t should be addr.ned In writing tal P" Deplrt""t of AIVenue,
lurlau of Indlvl~1 TIXII, "TTHI po.t ........-ot R.v!.. unit, DEPT. Z10601, H.r,.l~rll, P" 17121-0601
Phone (717) 717-6505. S.. P.II. , of the bookl.t "Inltructlonl fa,. Inherltanc. TaM A.tum 'or e R..ldant
Dlcedtnt" tREV-1S01) for an explanation a' ~lnl.trltlY.lv eorrlCtable er,.a,...
DISCOUNTI
If MY ta. due Ie p.ld within thr_ U) c.l.ndar .onthl aft.1" the dICed.,..t". de.th, . fly. perctnt u:n
dbCCMlt of the tax paid Sa aUGNed.
IHTERESTJ
Int.,..lt I. chII,.gad betl,..,lng with flnt d.y 0' delinquency, a,. nine (9) ..-.thl and ana (1) dlV
frCMI the dIIt. of duth, to the data of PIYHf1t. ,.... which bac.- deUnquwlt bafon JenuIIrv 1, 191Z
bear Int.r..t It the rat. of .1. t6%) parcent pe,. ~ calcul.ted .t a dally rat. of .0aOI64.
..11 t.... which ~ delinquent on or Ift.r J....ry 1, 1.IZ will bea" Intar..t at I ,.ate which ..Ill varv 'rCMI
callnd.,. y..,. to calandlr v..r .,1 th that rate ~ bv the P" Depart.....\; of A.v........ The 1IPP1lclbla
Int.r..t r.ta. fo,. 1912 thrOUGh 1995 .ral
bit Jnt.,...t Rata Dallv Int.,...t FltCtor Iur In''r..t R.te nallv tnt.n.t f'lCtor
1911 ..X .OUS41 1917 OX . UU47
1915 lOX .0aouI 1'61-1991 IIX . uun
1'" IIX .DDUn I'" OX .00U"7
1915 I5X .DDDS56 199'-1"" 7X .000192
19" lOX .ODD274 1'" 'X .ODD2lt?
ulnt.r..t II calcul.ted .. fallow.'
IHTEREBT . aALANCE OF TAX UNPAID X HUnBER OF DAya OELINQUEHT X DAILY IHTEREBT FACTOR
--Any Hotlc. Issuld .,tlr the ta. b1cu... delinquent will reflect an Inter..t calcul.tlon to fifteen (15) deys
tMyond thl d.t. of the .......-tt. If p.y...t 11 IIIldI aft.r thll Int.r..t cQIIPUtatlon dlte lhown on the
HoUCI, adell tlonal Int.relt .,.t b. c.lcul.ted.
IS- <IS- G
ACN 95144754
R~V"1607 ~X AFP (12-94'*
CDHHOHWEALTH or PIHHIYlVAHIA
I)[PARUtEHT Of' RlVl:NJE
IURfAU OF INDIVIDUAL TAXtl
DEPT. 11060.
HAARIIIURG. PA 171r.~O"1
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 11-13-95
KELL RUTH E FILE ND. 21 95-0542
DATE OF DEATH 06-19-95 COUNTY CUHBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE ANO REHIT PAYHENT TO. "
GLENN C KELL
116 S CHESTNUT ST
HECHANICSBURG PA 17055
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AJoount R..Uted
CUT ALDNG THIS LINE ~ RETAIN LDWER PDRTION FDR VDUR FILES .....
iiiY=i6ijj"EX-AFP"nZ=94y------iiilii-iFlH€iiiTAiieE"f;.iCii'A'fEHi'tif-bTA"ccDuii'f--iiiii--...--------u------
ESTATE OF KELL RUTH E FILE ND.21 95-0542 ACN 95144754 DATE 11-13-95
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATEO ACN IN THE NAHED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS,
THE CURRENT aALAHCE. AND. IF APPLICABLE. A PRDJECTEO INTEREST FIGURE.
DATE DF LAST ASSESSHENT DR RECORD ADJUSTHENT. 11-06-95
PRINCIPAL TAX DUE I. 987. 3B
PAVHENTS (TAX CREDITS'.
PAVHENT
DATE
07-19-95
RECEIPT
NUHBER
AAD48022
DISCDUNT (+)
INTEREST (-,
49.37
AHDUNT PAID
938.23
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TDTAL DUE
987.60
.22CR
.00
.22CR
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1.
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
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"
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PA'ntEHT1
DItKh the top portJon of thh NoUca end IUbIIlt with pur pav.ent ... ,a,..la to the ,... end -.kIren
printed on the l'avern .Ide.
... If RESIDENT DEt[D[HT ..a cMck or IIOMY or.r paysbla tal REGISTER OF WILLS, AGENT I
.. If NON"RESlDENT DECEDENT .... check or IIOMY order ,.)'IIbla tal CottttOtfWEAL TH OF PEfrlfSYLVAHIA.
All p.~t. ree.lved thell be alPPlIed first to .,y Int.re.t which ..y be w. ..Ith ..y r...lnder ...-Iled to the tal
RU\JND (tA)1 A nf\nll of . to credit, which .... not reque.ted on the T.)C R.turn, ..y be reque.ted by cCMlPI.tJng en
~Appllc.tlon for Aafund of penn.vlv...l. Inherltenc. end E.tata Tax- (REV-ISIS). Appll~tlon. .ra evwlllbl. at
the Offlca of \hi Regllter of MI1II, ...y of the 2S RavMUe Ohtrlot Offlon or frOll the Oep.rt-nt"l 24-hour
...swerlna ..rvloa nueblr. for far.. ardlrlngl In Penn.ylvanl. 1-'00-S6Z"Z05', out. Ide Pann.ylv...l.
and ..Ithln lac.1 Harrisburg .r.. (717) 7.7-1094, TOO' (717) 772"Zts2 (Hllrlng IIP.lred only).
REPLY TOI QunUon. rag.rdlna error. contained on thl. netic. Ihould M addra.'" tal Pi o.p.rtllll'lt of R.vsnua, Bur...
of Indlvl~1 Taxll, aTTNI Pa.t A......ent R.vl~ Unit, Dept. Z106ol, Harrisburg, PA 17IZI-0601, phone
UI7) 717-6505.
DISCOUNT I If ...y t.. due I. p.ld withIn thr.. (S) c.llnd.r .onth. aftar the dac~t'. de.th, a flva percent (IX) dl.count
of the to paid I. all~1
1HTDt!ITI Intlr..t h chlrgad bealMlna ..lth first d.. of dal1~v, or nlna (.) eaonth. and ana (I) dlY 'rOIl the dlta of
dI.tn, to the data of pay.-nt. Ta... which bee... delInquent blfara JlnUlr. I, 1912 bear Int.r..t .t the rat. of
II. (6X) p.rcant per ~ Cllcul.ted at . dilly r.t. of .000164. All t.... which bee... delinquent on and .ft.r
Januarv I, 1912 will be.r Int.ra.t at a rata which vIII varv fral ~Ilftder year to c.l~r ya.r with that rat.
announced by the PA Depart-.nt of R.vanua. ThI IPPII~la lnt.r..t r.t.. for 1.12 through 1"5 .ral
V..r Inter'" A.t. Dally Int.ra.t Feetar y..r Internt Rat. aallY Int.r..t feetar
1911 lOX 1000541 1917 tx .DOn47
1911 lOX .0taU. 1'''-1''1 IlX ..oosn
I... IlX .DOOSOI 1991 tx .OD0247
1905 UX .'OOS" 1993-1OM n .0001tz
ItI6 lax .001214 1995 tx .DOn47
."Int.r..t 1. c.lcul.tld .. follov.1
IHTEREI1T . aALAHCE OF TAlC UNPAID X ~BER OF DAya DELINQUENT X DAILY IHTEREI1T FAc:roR
-.any Notlca 1.1UId .,tar the ta. baca.al dlll~t Mill r.fllGt an Int.r..t o.lculatlon to flft"" (II) day,
beYond thl date of the .........t. If papant 11 ... a,tar thl Inta,.., coaputaUon date shown on the
Notlc., Iddltlonsl lntar..t .ult be calculatld.
v
COHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(1 1-"
-
BUREAU Of INDIVIDUAL TAMES
lHHtR1TAHCE TAX DIVISION
D(PT. lIout
HARRIIIURG, PA 17UI"061l
.n.IIU"'" ....'n
HAROLD G KELL
116 S CHESTNUT ST
HECHANICSBURG r~
DATE
ESTATE OF
DATE DF DEATH
FILE NUHBER
CDUNTY
ACN
09-03-96
KELL
06-19-95
21 95-0542
CUHB'ERLANO
95144755
A.aunt R..Uhd
RUTH
17055
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISL~, PA 17013
HOTEl To Inaureprop.r credit to your account, aubalt the upper portion of thl. fora with your taM pay..nt.
CUT ALONG THIS LINE ... RETAIN LDWER PORTION FOR YOUR RECDRDS ~
iiiv:i60i-EX-AFP-ni:i:96y------..ii-iiifiERiTAiiCif-YA'lf"STATEiiENY-OF-ACcii[iNT--iili.---------------------
ESTATE DF KELL RUTH E FILE NO. 21 95-0542 ACN 95144755 DATE 09-03-96
THIS STATEHENT IS PROVIDEO TO ADVISE OF THE CURRENT STATUS OF THE STATCd ACN IN THE NAHED ESTATE. SHOWN BELOW
:IS A SU11ItARY Of THE PRIHCIPAL TAM OUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICAaLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECDRD ADJUSTHENT. 08-05-96
PRINCIPAL TAX DUE. 907.95
PAYHENTS (TAX CREDITS) I
PAYHENT
DATE
RECEIPT-
NUHBER
DISCDUNT (+)
INTEREST (-)
AHOUNT PAID
00
~ !h'
:i
{;-..
:n
?tl~l
,..,
'-1
('I
;J
)-;,' :
v~ . .
~,
INTEREST IS CHARGED FROH 03-20-96 TD 09-18-96
AT THE RATES APPLICABLE AS DUTLINED DN THE
REVERSE SIDE DF THIS F9RM..
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.'
TDTAL DUE
.00
907.95
41. 04
948.99
. IF PAID AFTER THIS DAT~, SEE REVERSE
SIDE FOR CALCULATION OF AOOITIONAL INTEREST.
I IF TOTAL DUE IS LES~ THAN .1,
N9 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YDU HAY BE OUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
E
PAMNYI
DetKh tM top portion of thl. Notice end .ubIISt .,lth your p.y.ent sact. p.ylbll tD the haM Met addr...
prlntact on the r.vlr.' .l~.
If REIIDlHT DECEDDfT .... CMck or MMY ordlr p.y.bll tOI REGISTER OF WILLS, AGENT.
If HON-RfIIOOCT'DECEDfHT .... check or IKInIY Drdar PIyllbl. tOI COHttONWEALTH OF PENNSYLVANIA.
AU peyaent. rHIlved "'aU b. eppl1act flr.t to MY Inter..t tlhlch alY ~ dull .,lth any r..alndar .,,11ec1 to the tax.
RUUND (CRh A rlfund of . taK credit, Wllch .... not )-Iqul.tld on thli Tax Rlturn, AY be rlqu..ted by coaplltlng WI
RAppllcatlon for A.fund 0' P~'Ylvanl. Inherltanc. end E.tat. T.xR (REV-ISIS). Appl~cltlona .r. .v.llebl. at
the O"lcI a' the Ragl.t.r 0' Will., ~ 0' the' II A.v~ Di.trlct O"lc.. or froe the Departlent'. 24-hour
an....rlng ..rvlc. nuabera far 'ora. ard.rlngl In Pann.ylvanl. 1-100-562-2050, putalda p~.ylvenla
and within loc.l H.rrllburl ar.a (717) 717.'094, TDD' (717) 772-ZZ5Z (Ha.rlng lap.lred only).
REPLY Tal Qua.tlona r.g.rdlno .rrorl contalnld on thl. notlc. .hould bl Iddr....d tal PA DIp.rt.-nt 0' A'VenUI, Burl.u
0' Indlvldu.1 Tax..,' ATTNI Paat A.....llnt A.vl... unit, Dapt. 210601, Harr1.burg, PA 1712'-0601, phone
(717) 717-6505.
DISCCUfTI
If WlY taK due Is paid ..I thin thr.. (S) cIlllnd.r IIOf'lth. I,tar the decedant.. dlllth, . flv. ptIrCllnt U:U dlllCount
of the tlK paid 11 allowed.
PENALTY I
1lM 15~ to: _.lIltv non-p.rtlclp.tlon p.."l tv 11 ca.,utad on tM tDtal of the t.x and Int~rl.t .......d, and not
p.ld be'ar. J~ry II, 1'96, thl 'lr.t day aftlr the and af the tax .-ne.ty parlod.
INTEREST I
Intlr..t 1. ch.r.ld b..lnnln. with ,irlt day a' dalinquency, ar nlna (" lonth. end ana (I) da~ frae the data of
daath, to the data 0' P'Yllnt. TaXI' Which b.c..a d.llnquent bafar. Janu.ry I, 1"2 ba.r int.r..t at the raia a'
.1M (6~) plrcent plr ~ calculated .t . d.lly r.t. af .000164. All tax.. which b.c... dallnquent an end aftlr
January 1, 1912 will b.ar Int.r..t at . rat. which .,111 vary froa caland.r y..r ta c.landar YI.r with that rata
~.d by thl PA Dap.rta.nt of R.venu.. T~. appllcabl. Int.r..t r.t.. for 1"2 through 1996 .r.1 .
Vaar Intera" Rd. a.lly Intara.t Faator Va.r Int.r..t Ratl D.lIy Intara.t fector
1912 UX .00054' 1917 'X .000247
I'U I'X .OOOUI 1911-1991 IIX .00OSOI
1'" IIX .000sol 1992 'X .000247
1915 I!X .00OSH 1995"1994 7X .000192
1916 I'X .000274 1995-1996 'X . .000247
.
nlntar..t 1. calcul.tad .. fallow..
INTEREST . BALANCE OF TAX UNPAID X NUnaER OF OAYB DELINQUENT X DalLY INTEREST FACTOR
--Any Notlcl l.~ .ft.r the ta. baea.a. dallnquent ..111 r.flect an Intar..t calculatIon to fl'taan (15) d.y.
beyond the date 0' thl .......ant. If p.y...,t 11 I~a aUar thl Intara.t coaput..tJon data .howl on the
Notlca, IIddlt1~1 lnt.r..t ....t be calculated.
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a.tach the t. portlcw. of thi. HoUu Met ,uNit with your pev.,nt ..da p.yebl. to the 0'" WMI add''''
prl"t~ on t~ r.Vlr.' ,ld.,
If RESIDENT DEctl)tHT '.1 chick or lIonlY ord&' p"'I,'l1o tal REGISTER OF WILLS, AGEHT.
.t ."",,,,"~...~l UI:.!d.ucnl ...... t.t_ u.- ~ll_ ..n... ....)1...... leU .......Al...H",:,...111 U' ".",/.;....."""1".
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AU PIYIIMtl racIlv.d shtIU b. -plIad Ur.t to ,'v 'Inta,.lt which .,., bl due with anV' u..lndlr ,ppUld to thl! tlM.
.
REf\I(D (CAll ,. refund of . tall cr.cUt, which .... not nquut.d on thll 'IIC R.turn, "V " rlqUl,tlNt by cD~l.tln. an
~Appllc.tlon 'or R,fund of p.nolvlvants t~rltlnc' .nd E,t,t. 'I.- (REV.1'.S). application. .r. IVIllabl. It
the 0'f1cI of the Reglltar of Will., any of thl ZS Rlvenua Dlltrlct OfficI' or fr~ the Depart.ent'. Z4.hour
an.werlne ..rvle. nu-ban fD~ for.' ordering. In f'annsvlv...... 1"100"S62"1050, outsld. PaMnlv.,l.
and -.Ithln locll tt.rrllbUrll .r.. (717) 1I7.ao'~, TOOl (717) 7n-U5Z ni..rlng 1...lrH onlY).
REPLV Tal OUlltlon. r.g.rdlno .rrort cont.lned on thr. notice should b. IICIdr....d tal PA D,plrtlent of Rlv.nue. Bur.MI
of Indlvldu.1 TIXII, ATTNI po.t A.......nt R.vl.~ Unit. Dept. Z10601, H.rrlsburg, PA 1712&"0601, phone
(117) 717..6505.
DISCOUNT I
If MY tllC 'w. II plld within thr.. (S) calsnd.r'.c.nth. .ftar ttw dee.dlnt" d..th, . flv. p.rcent 15X) discount
a' thI talC p.ld Is .UDNICI.
PENALlVI.
Th. 15X tllC eans.tv non.p.rtlclp.tlon panlLtv .. coaput.d an th. total of thl talC and Int.r..t .......d, and nbt
plld b.far. Janutrv II, 1"6. thl flr.t d.y .ft.r the .nij of thl talC .-na.ty p.rlod.
INTEREST ,
Int.r..' I. chlr,.d b.,lnnlng -.lth flr.t d.y of d.Llnqu.ncv, or nlna (,J .ooth. and on. (I) day frol th. d.ta of
Ul;1lI\it, ~u t~ a..~a Uf ....'....I~. 1,)I,~ ..h1l.ln il....... "..11.........' ..1lI,,,ra JlUlUllr:l I, ..u.. L1"'.I" l,\~~r'.;' ,,~ ~;.. r'\1I u't
.1IC (6X) p.rc,"t par annu- cIlculat.d at . d.IIV r.t. of .000I6~. All t.xa. which b.c", dallnqu.nt on and .ft.r
Januarv I, I,IZ will b..r Int.ra.t at . r.t. which will vary fra. c.land.; yaar to c.land.r y..r with that rat.
announcad bV thl PA Dlpartlant 0' Rav.nul. Thl appl1cabl1 Intlr..t r.t.. 'or 1912 through 1996 ar,'
. .
Va.r Intlrllt R.t. Dilly Int.rllt Factor Va.,. Intlrllt Rat. DaUV Int.rllt Flcta"
1.12 lOX .OOO5U 1917 OX ,OD0247
19as 16X .OOOUI 1911.1991 IIX .000SOI
191~ IIX .DOGSOl 1992 'X .DOoz,\?
1915 ISX ,OOGSS6 1995..1994 7X .DODl9Z
1916 lax .000274 1995-199' 'X .000247
..)ntar.at II c.lcul_t.d a. 'allow"
INTEREBT . BALANCE OF TAX UNPAIO X NUnDER OF DAYS DELINQUENT X DAILY INTEREBT FACTOR
....AnV Hotlea I..u.d .ftlr tn. t.. b.co... dlllnqulnt will r.fl.ct ., Int.r..t c.lcul.tlon to flft.an (15) dlV'
blVond thl d.tl of thl .......ant. If p,.,..nt 11 ..dl aft.r thl Int.rut CQIlPUtatlon d.ta .hO"'; on tha
Hotlca, additional I"t.r..t au.t bl caleu.at.d.
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l',,_!,.,~,;> ,;",.1:' f 6'~83';;~.COMMO""IALTH'OF.,It,ENNSY,LVANIA '"', ", ,,' ';,',;. :r.;, "'. ' ;
1 NO; .f:.:" ::_,.,j,i'f'~>'DI'''''''''INT' '0' ',.IVIN'U.~ I", ',:,i..',', ',',' , ,,' j ~" "
",-' . , ". 'f ,'~ .i~~ '~,'~<. ",., J"ftftllll '~". I ~'C , ~
iiJt~;; , l~ilI~M~~.iPi:''''''NSji.VA''lii~"liiiTAij~AN~ISrATlTAx \ ' ',\,~ .,','\
ACN
ASSESSMENT P:'
CONTROL iii
NUMBER
RECEIVED FROM.
&
AMOUNT
NANCY L KELL
"'01'+'+/;:)3
...,...a..,9
SO RUNNING PUMP ROAD
NEWVILLE, PA 17241-9684
'OfOHn,
ESTATE INfORMATION.
mILE MIER
11III e 1-1995-0:542
m AME Of DECEDENT lLAST)
I:iI KELL RUTH E
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
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fa TOTAL AMOUNT PAID _ $948.99 'I
SK I
"""" ,,~~tjjf~ i
MARY c. LE IS 7/~~~1'
REGISTER OF WILLS ' ~
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SSN 171-28-0241
(fiRST) MIJ
CUMBERLAND
DATE Of OEATH
REMARKS
NANCY L KELL
SEAL
CHECK" 1129
REGISTER OF WILLS
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au~EAU Of INDIVIDUAL TAMES
...OITAHCt TAX DIVUION
DDr. 110101
HARRIIIURG, PA 17111-1'0.
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
J:NHERJ:TANCE TAX
STATEMENT OF ACCOUNT
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m.lnlP.,'.....NI
HAROLD G KELL
116 S CHESTNUT ST
MECHANICSBURG PA
DATI!
ESTATI! OF
DATE DF DI!ATH
FILl! NUMBER
COUNTY
ACN
10-15-96
KELL
06-19-95
21 95-0542
CUMBERLAND
95144755
"",,,unt ~..1ttod
E
RUTH
17055
MAKI! CHI!CK PAVABLI! AND RI!MIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE I To In.ur. proper crMItt to your ecCCK...t, aubIIH the upper porUon of thl. 10Ml with your tax p.yaent.
CUT ALONO THIS LINI! ~ RETAIN LOWER PDRTION FOR VDUR RECORDS ~
iiE'v=il,'iii"iic--AFjqoy:96T"-m-ii..--iilifiRITAiii:i'-i'Ax-i"iiTEiiifHi'-il"F"ACCOU'NT..ii.ii-m-m....mm..-
ESTATE OF KELL RUTH E FILE ND.21 95-0542 ACN 95144755 DATE 10-15-96
THIS STATEHENT IS PROVIOED TO ADVISE Of THE CURRENT STATUS OF THE STATED ACN IN THE NAnED ESTATE. SHOWN BELOW
IS A SUHHARY Of THE P~INCIPAL TAM DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AHD. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT, 08-05-96
PRINCIPAL TAX DUE" 907.95
PAVMENTS (TAX CREDITS),
PAVMENT
DATE
09-26-96
RECEIPT
NUMBER
AA146783
DISCOUNT C+)
INTEREST (-)
42.83-
AMOUNT PAID
948.99
INTEREST IS CHARGED FROM 09-27-96 TO 10-30-96
AT THE RATES APPLICABLE AS OUTLINED DN THE
REVERSE SIDE DF THIS FORM._
TOTAL TAX CRI!DIT
BALANCE OF TAX DUI!
INTEREST AND PEN.
TDTAL DUE
906.16
1. 79
.02
1.81
. If PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1.
NO PAYllENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI.
YDU ""Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
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PAYtIEHT I
o.teoh the top portion of thl. Notice Md __It ..Sth your PII~t .... p..l. to tM "... ... .w,..n
prlnt-.t an U. nv.rM .1....
If REllDENT DECEDENT -.Ic. check 0,. MMY or"'" p.pbl. tal REGISTER OF WILLS, AGENT.
If HatNIEllDEHT DECEDOIT ... chKk 0,. -'Y or"'" p.pbl. tal CotttOHWEAL TH OF PENNSYLVANIA,
All p.~b ,...Iv.d ilMll a ...lIed fI,..t to ....y Int.r..t MItSch ..y ~ .... ..Sth MV r_lncM,. ."II-.t to tM tax.
REf\ICD (ani A ,........ of . tu credit, Which .... not rltql.M.ted on tM Tax RJturn, ..v 1M ,.~.ted by cOIIpI.Ung .,
"AppIl_Uon fa,. Rd,", of PWlr'llYlwnl. IntM,.ltMCe Met E.bt. Tu" (R[Y.IJIS). Appllutlon. .r. rIIIlhbl. .t
the Dfflctl of thII R......,. of W..lI, My of tM U R.vWIUII D"t,.lot OfficII 0,. frOll tM o.p.,.tMnt'. 24.hau,.
.,..,.lnII "MIle. nulllb4n fo,. fo.... ordl,.lnIIl In P.,.,.yIYWlI, 1.100-562-2150, outsl... P.m_yl.,."l.
.... ..I thin IOCIII ..,.,.Ilburl .r.. (717) 717-1094, TDD' (717) nZ.21U (....rlna 11IIp.lr. onh).
REPLY Tal au..Uon. "~rdlnll .rror. contelnN on this notlCtl should t. IMIdr..nd tOI PA o..rtMnt of R.venue, aur..,
of Jndlyl~1 T...., ATTN. Po.t A......-nt R.vlew unit, Dept. '10601, Hsr,.laburg, PA 171'1-0601, phone
(717) 717-6505.
DJSCCUfTI If ....y tax due .. peld ..Ithln thr.. (S) eIIl....r ~th. .ft.,. tM decedent'. dHth, II flv. pe,.CWlt (IX) dllCOW\t
of thII tax p.ld .. .UDtMd.
PEHALTYI The 15% tax ~.ty non-perUclp.Uon f*Mltv I. CCMIIpUted on the tot.1 of the tu Ind Int.,...t ......., WId not
peld before Jenuerv II, 1996, tM flr.t dev en.r tM end of tM tu ~_tv period,
IHTDtESTI Jnt.,...t I. cherged bealnnhlSl ..Ith flr.t dev of delinquency, or nine (,) M)Mth. Ind one (I) dav fr" tM date of
"'eth, to the date of paYNnt. TUII which bee... delinquent before Jllr'lUIrv 1, 1'12 bMr Int.r..t It the r.t. of
.IM (0) percent Plr ~ Ctllcul.tect .t . dallv r.t. of ,000164. All tuu which bee... delinquent on Md .fta,.
Jenuary 1, 1'1' ..Ill be.,. Int.r..t et . r.t. which ..111 very frOl celender v.ar to calendsr Y"" with ~t ,..t.
~ed bv ~ PA Dapart-.nt of A.venul. The appllcaal. Int.r..t r.ta. for 1'.2 thrOUGh 1996 er.,
V..r Inte,...t AIIte Dllh Inter..t Factor
v...
Int.r.st R.ta
DIlly Jnt.r..t FlOtor
1'12 2U .000541 1'17 OX .00Dt47
19U 16% .000451 19....1"1 11~ .GaOSGl
1914 11~ . Glun 1992 9~ .000247
1915 In .000'56 1"'''1994 n .0001tz
19'" 1O~ .OOOt74 1"5"1996 9~ .00Dt47
"-Int.,..st 1, celcul.ted ., fol1ONII
IJlTEIIEI1T a BAL&IICE OF TAX UNPAID X HUKBER OF DAYI DELINqUENT X DAILY IJlTEIIEI1T FACTOR
nMy NoUe. ....... .fter IN tu becoeIe. delinquent "Ill reflect sn Int.r..t C8lculaUon to fin.... UI) diy,
beYond tM data of the ........,t. If P'YNnt .. -.de aft.r the lnt.r..t coeputaUon dIIt. IhoMn on thII
Notice, addltlons1 Intar..t .u.t be c.lcul.'ed.
STATUS REPORT UNDER RULE 6.12
Name of Decedent I Georgc Carl Minick
Date of Death:
06/01/96
Will No.
Admin. No. 1996-00542
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State~ether administration of the estate is complete:
Yes No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the pe~~al representative fi~ a..final
account with the Court? Yes No '~---e...-'\ ~~,\-~"",,\,
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI ~ C? .
c. Did t.he personal representative stt57 an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may batt Ghe -t this report.
Datel
05/06/99
John~l. Broujos, Esquirc
Name (Please type or print)
4 N. Hanovcr St., Carlislc, PA 17013
Address
v..
I 717) 243-4574
Tel. No.
:_.~;
Capacity:
Personal Representative
Counsel for personal
representative
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(MAH: rmf/AMJ)
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