HomeMy WebLinkAbout95-00582
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Rl!....-1543 EX AFP (8-941 *'
COHHONWEALTIt OF PENNSYLYANIA
()[PARTHENT OF REVENUE
IUREAU OF INDIYIDUAL TAXES
DEPT. ZI0601
ItARRISIURG, PA 1712I~D601
/ S-. 9,r:.. /
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
'"
FILE
ACN
DATE
NO. 21- qJ: ..)-8'.:1.....
95131581
07-10-95
PEGGY STANK
30 CORNELL DR
CAMP HILL
TYPE OF ACCOUNT
~ SAVINCS
CHECKINC
TRUST
CERTIFICATE
RENIT PAYNENT AND FORNS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF MARGARET ANTHONY
5.S. NO. 166-20-6094
DATE OF DEATH 04-10-95
COUNTY CUMBERLAND
PA 17011
FNB BANK NA h.. prawided the Dep.rt.."t with the in'ar..Uon lht.d beia.. which h.. be.,.. u.ed in ulculaUna tha
potantlal tax ~. Their r.cord. Indicat. that .t the d.ath a' the above dscedent, you ..er. I Joint ownlr/bene,iclary a' this .ccount.
l' you ,..i this in'or.ation is incorrsct, pl.... Dbt.in written correction 'roe the 'Inancisl in.tltution, attach. copy to this for.
and raturn It to the ~vs .ddr.... Thl. .ccount is t.xabl. In accard~' with ths Inh.ritanc. Tax L.... 0' the Co.-onwe.lth of Penn.ylvanl..
Quo~tl~s ..y b: an~..r_~ ~, ~f\JI", (717) ~e7- ,.~~.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account He. 500-0001461 Ooto 08-11-7B
Eat.bli.h.d
Aceo...,t B.lllnC_
P.,.c..,t T.xabl_
A.ount Subject to
T.K R.t.
Pot.nti.1 T.x Du.
To in lure proper credit to your account, two
(l) copis. 0' thi. notic. .u.t acccap."y your
ply,,,,t to the Rsghter 0' wills. "aka check
pSYabia tOI MRsgl,tar 0' Wills, Agent",
PART
ill I
15,033.43
16.667
2.505.62
.06
150.34
TAXPAYER RESPONSE
. FAILU!lITO/ "1S"ONDjlf~LL RE8UL'1? IN,/tN, OFfXCXIlL., TAX. ASSESSHEHrBASIII.' OH.THXS NOTICI.
x
HOTEl If t.x plyaant. .r. aede within thrae
(]) aonth. 0' the decedent', dlta of deeth,
you uy deduct I SX dhcount of thl tlX due.
Anv Inheritance t.M due wll1 bac:OIle dlllnquent
nine I" ..",th. Itter thl d... 0' dnth.
Tox
x
[CHECK ]
ONE
BLOCK
ONLY
A. 0 Tha abova in'or.IUon and ta. ~ II carrsct.
1. You a.y choo.a to r..lt p.~t to the Regi.tar a' Will. with two copi.. 0' thl. notica to obtlln
I dl.count or Ivoid intsre.t, or yOU uy ch.ck box "A" and return this notic. to thl Regi.t.r o.
Wills and an o'flcial .......ant will b_ il.ued bV the PA D~art-.nt 0' R_vanu..
I. 0 The Iabov. ....t h.. bHn or wUI b. r.ported and tax plld ..Uh thl PannlYlvania Inh_rUane. Tax return
to b. ,11.d by the decsdent'. r~rs''"totiv..
C. r"g'Tha abov_ Infor..Uon i~ncorr.ct and/o~ebh and deduction. were plld bv you.
~You ...t co-..l_te PART l!J and/or PART L!..J belo...
If you indicat. . diff.~.nt t.M ,..t., pl.... .tat. you,.
~.lation.hip to d.c.d.nt.
PART
I!I
TAX RETURN - COMPUTATION OF
LINE 1. D_\u E~t.tli~h.d 1
2. Account B.lanc. 2
5. P.~c.nt TaKabl. 5
4. A.aunt Subj.ct to T.x 4
5, Debt. end Deduction. 5
6. Aooount Tox-blo 6
7. Tax Rat. 7 x
8. T.x Du. 8
..: OFF.ICIAL:USE ONLY, OAAFJ
'PA pEPARTHEN.l\~F REVENUE.: .,.\
", '..,'.','.'..,..'....-..', .'. .'.'-'.......... '..,'...., .,'.'--.-, .', .....', '\;~~;;,~:;;,;~:': :':':';-"-:':":
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PART
[!]
DATE
DEBTS AND
PAD
1
. . 2
3
.,4:
., 'S. .,. ."'.".'" ,..,.,...,.'
".;:::,::;t",:\.':;i;::::{:~;:':;~:;::h~,'!:!:'::;':;:~::;;:
.'...'.-....7.'-.' "'-:""";':";..:?
....../ ..:,
DEDUCTIONS CLAIMED
';';'::.'
....,';',".":-'J
TAX ON JOINT/TRUST ACCOUNTS
o:?//, / ~:?
/.1"" 0..7.3 'fa
/~. h6J ?'
:? c-7>s-.- b~:3J'
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t!P
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PAID
PAYEE
DESCRIPTI
AMOUNT PAID
II
I
"
rOTAL (En .,. on Line 5 of rax Cc.put. Ion)
I d.ol.~. th.t the fecta I
doo and IMU.,.
.
HOME
WORK
9S-
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHEHT with ~lIcllbl. Intarut b..ed an In'or..tlon
Mbltltted by the ,lnancl.l In.tltutlon.
Z. JnharltllhC. tax becDM' delinquent nine MM'lth. ,ftar t'" d.cadent'. d.t. of d..th.
S. A Joint acCOl.l'\t II taxabl. IY'" though the declldant'. n... .... IMid.d .. . uttar 0' conyenienc..
4. Account. (Including tha.. held bet"'"" hulband and "U.) which the d.c.dent put In Joint n.... within OM y..r prior to
M&.:l .t. fully tax_I. II tr....'.r..
S. Account. ..tablll~ Jolntlv between husband and wif. aor. t~ on. ya.r prior to d..th .ra not taxabl..
,. Account. held by . dIe.dent "In tru.t for" another or other. ar. taxable fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. Iloat A . If the In'or..Uon and cMPUtatlon In tha notic. .r. corr.ct and dMuctlon. .r. not b.lng clalaed, plac. 11M ""X'"
In block MA" 0' Patt I a' the MTaxp.yar A..pon.'" .ectlon. Sian two cop... and .~tt t~ with your check 'or the .-aunt 0'
tax to the Aegl,tar 0' Will, of the county Indlc.t.d. The PA DIPlrtaant 0' R.venue will l..u. an o"lclal ......eent
(Fora REV.lS41 EX) upon rec.lpt 0' the return 'rDa the R.gI.t.r 0' Will..
!. IlOCK. ~ If the ....t IpecllflMl on this notice h.. b.." or ..UI b. report... and t.x p.ld with the penn.ylvanl. Inherltanca
T.. R.turn 'lied bv the decadent" repr..ent.tlv., placa an "X" In block "I" of Part 1 a' the "Taxp.ylr A.,pon.a" .aotlan. Sign one
oopy and r.turn to tha PA Qepartaent 0' R.v~, Bur.eu 0' Indlvl~l Tax.., Dept zaa601, Harrl.burg, PA 171Z.~a6al In the
anv.l~ provided.
S. IlOCK C . l' the notlc. In'ora.tlon 1. Incorrect andlor d.ductlons .ta b.lng cl.lald, check block "e" and c~l.ta P.tt. Z end ]
Hoarding to the l".LI wcUon. b.l~. ~l;n two copl.. and ,ub.tt th_ ...Utl YOU" ctwck 'or the '.ol.WIt 0' t.x p.yabl. to the Raglster
0' Will. 0' the county Indlc.ted. The PA Osp.rtaant 0' R.v~ will 1.lus ... 0"101.1 .....I.."t (for. REY~lS4' EXI upon r.c.lpt
0' the r.turn 'roe tha RIgl.t.r a' Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r the d.t. tn. .ccount originally ~.. ..tabllshad or titled In tna .enne~ .xl.tlng .t data a' d..th.
HOTEl For. decadent dying .ft.~ It/IlliZI Account' which the dlcadent put In Joint n.... within one (I) y..r of d..th .r.
t.xabla 'ully .. t~IM.f.r.. Howav.r, th.r. I' an .xclu.lon not to .xcaad 1],000 par trIM.f.ra. rlg.rdl... 0' tha v.lue 0'
the KCount a~ the nuaHr a' ItCCOU'1ta held.
l' a doubl. ..tarllk (.M) eppa.r. b.'or. your 'Ir.t n... In the Iddr.'1 portion a' thl. notlc., the IS,OOO .xclu.lon
.lr.ady he. bun d.ducted 'r08 the account b.l.nc:. .. ~aportad by UM financl.l In.tltutlon.
Z. Enta~ the tot.l b.lanc. 0' the .ccount Including Int.r..t accrued to the d.t. of d..th.
]. The p.rcent 0' the KCount that 1. t.xabl. 'or .ach .urvlvor I. dat.~alnad .. fallow..
A. The pe~cent t...ol. for Joint ....ta .stabllshed .o~. thin one y..r p~lor to the decadent'. de.th.
I DIVIDED IY TOTAL H\IfIER or
JOINT OWNERS
~xaapl'l A joint ..Iat ~.gl.tar.d
DIVI0U IY TOTAL tutlER DF )C 100 . PERtENT TAXABLE
SURVIVING JOINT OWNERS
In the n... 0' the decadent and tva othe~ p.r.on..
I DIVIDED IY S (JOINT OWNERS) DIVIDED IV Z (SURVIVORS) . .167 )C lOD . 16.7% nAUllE FOR EACH SURVIVOR)
B. Th. p.~cent t..... 'o~ ....ta cr.ated ~lthln one y..r a' the decadwlt.. de.th or acCDUlta o..nad by the decadwlt bUt held
In tru.t for anothe~ IncUvldualh' (trult bwMIt1cl.~I..h
1 DIVIDED BY TOTAL NlMIER OF SURVIYING JOINT
OWNERS OR TRUST IEHEFICIARlES
X 100 . PERCENT TAXAllE
EXNPI.. Joint account registered In the n_ a' the dltCadlMt and tva oth.r p.r.onl IIl1d ..tablhhed within one Yair 0' de.th by
the decadent.
1 DIVIDED IY Z (SURVIVORS' . .50 X 100 . SOX UAXABlE FDA EACtl SURVIVOR)
4. ThI aaount .ubJact to taM (line 4) 1. dat.raln.d by ~ltlplyl", tna ICcount b.l~. (line Z) by the p.rcent t.xabl. (line J,.
5. Ent.~ the total 0' the debt. and dedUction. ll.t.d In Part S.
6. The HOUflt texabl. Ulne 6) h d.tar.lnld by .ubtraaUng the debh and deduction. Ulna 5) fr'* the MOUr'It .wJact to hM Cline 4).
7. Entar the approprl.ta tax ~.t. (line 7) .. d.t.ralnad below.
A. Fo~ dlta. of da.th occurring .,t.r 6/]0/94, the tax rat.. far trIM.f.r. to .pou,.. .r. al followll
1. nlta' 0' de.th on o~ .,t.r 7/1/94 and b.'or. 1/1/9' the rat. 1. 3X.
l. Data. a' d..th on Dr .,tar 1/1/9. .nd be'ora 1/1/97 the ~.ta i. ZX.
]. Oat., a' de.th on or .,tar 1/1/97 and be'ora 1/1/9. the ~at. I. IX.
4. Dat.. 0' d..th on or .,t.~ 1/1/9. tran,'ar. to .pau... ~III be ..'IP~ 'ro. tax.
Hota. Fo~ d.t.. 0' death p~lor to 7/1/94 tran.,.r. to .pau... .r. taxabla .t 6X.
I, Tran,'.n to llnnl da.cllndanh inolucUna ,.the~, aother, son, d.,ght.r, grWMlChUdren, son-ln~l...,
daught.r-ln-l..., 't-PChlld and their I.sua ar. taxabl. .t .1M pa~c'"t (6%).
C. T~,"".r' to .11 other' Including broth.~, .I.t.r, unci., aunt, nephew and nlec. .r. taxSibI. .t 'lftaan percent (15X).
D. If you changa the t.M rat., pl.... &paCify you~ nl.t1onlhlp to tM decadent In the ar.. provided.
I. The..aunt D' taM dull Cllna I' .. dah...lnad by .ultlphlng the .-aunt t.xabl. Cllna 6) by the tax rat. Ulna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabh and dMIuoUon. .r. d41taralnad .. 'ollowlI
A. You lag811y .ra r.lpon.lbl. 'or p.yaant, or the ..t.t. subject to adalnl.t~.tlon by . per.onal rapr.aant.tlv. 1. insu"lolant
to p,y the deducUbl. It....
I. You actuelh p.ld the debt. .fh~ death af the daclldent and can furnish praa' a' p..,..,t.
C. Debte being ol.lMd .ust be It..laed 'ully In P.~t S. If .dct!tlDMl spac. h needed, un pl.ln p~~ . Ill" x 11". P~aa' af
p.\'DIf\t uy be rl8qU8.ted by the PA DepartMnt 0' R.vanua.
. '.TAXPAYERASSISTANCE . ... . . ...
. IFVOU. NEED FURTHER. INFORMATION. OR, ASSISTANCE ,CONTACTANVc.c;
....._.,_,. '.' :'.'''''',',. '. RE91STEROF WILLS" PA DEPARTHEHT>OF REVENUE DISTRICT,OFFICE:.x:--,:<...,...,
><<ORCALL THE BUREAU OF INDIVIDUAL TAXES TAXPAYER. INQUIRY, UNITIN//.'
. . Ji(\RRISBURG AT (717)787-8327 ;TDDIC71n772-225Z (HEARINO.IMPAIRED ONLY)
;.~' .: '.~.. ,
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NEILL FUNERAL HOME, INC.
3501 Derry St. 3401 Markel St,
Harrisburg, PA 17111 Camp HIli, PA 17011
(717) 564.2633 (717) 737.6726
Scoll D. Sowers, F.D., Supervisor James P. Fickes, F,D., Supervisor
CONTRACT N!
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED CASE II
Chargee are only lor thollltemsthat you salected or that are raqulred. II we are required by law or by a camatary or cramatory
to use any Itam, we will explain the realOn In writing balow.
Arrsngementsfor: mAIo'1,":r'" f A,v1 "",If
0.47&
,
SERVICES, FACILITIES, AUTOMOBILE, OTHER EQUIPMENT
AND SERVICES:
itemized Genaral Price List:
Balle Proleaslonal Servlcea 01
Funeral Director and Staff:
Date of Arrangsment: Po 1',:0; I.
Date of Death: ., I":' L
MERCHANDISE:
Casket: r>'tfutl.) r. (', A,L
II
,19 9'-
,19 '1 ('
N
$ ~ 2 9 'r. <YO
,$
Outer Burial Containers:
LIN..ft
/sv, <1'0
Care 01 the Deceased:
Embalming $
Washing and DIsinfection of
Unembalmed Remalns
Dressing, Casketlng and Cosmetology
Post Autopsy CarelPost Organ Donation
Restoration Charge
Relrlgeratlon
Care and Custody While Shellerlng Remalns
Other Care of the Deceased
Cremation Um:
Cremation Contalner:
Clothing as Selected:
Grave Marker:
Acknowledgement Cards as Selected
Memorial Register
Memorial FolderslPrayer Cards
Combination Shipping UnlVAlr Tray
II,), V L'
;-:<: In)
.1<".trn
Total Services and Care of the Deceased $
Total Supervision of Servk:es and
Use 01 Facilities
$
TnlAI fQf MA~~Anrfloe Selected
CASH ADVANCE!!:)
Sales Tex:
Cemetery:NU/l') ...(t'I.~"1 ",';'l ,ll'I" r,-" ..
, 'Death Certlflcates (No. ~ @ $~)
. ~ .....;;J.ieeanl(ClriPaiWnnJRllrlal PAnnlt-
Medical examiner's Charge
Honorarium: f ,,', .~, ,I r ~.Jd"o
MuslclansIVocallst:
Air or Othar Transport:
Out of Town Funeral Homes:
$ .~(il.r (it)
SupervisIon 01 ServlceB..8nd Use
01 Faellltlaa: (,
Visitation
Funeral Service '
Memorial Service
Graveslde
Special Hm, Charge
..-,.
$
$
~IC; ~, ITO
~~. &>():
( .
..
IS(;. c~
Auto., Othar Equip., Other Services
i and Chargaa:
I Transfer of Rsmalns to Funeral Home $
I :'1:. Hearse/Coach and Drlvsr
}J 0 Umouslne/Other Passenger Vehicle and Driver
I SefetylLead Vehicle and Driver
Flower Ven and Driver
I Utility Vehicle and Driver
I, Cemetery tent and grave equipment
Additional Transportation Charges:
I "
I
,
I
,
Newspaper Notices:
TelsphonefTelegrephlFex:
Motor Escort:
':"',., II ~ It f1...
~ I I"~. .'.'J ,. .
. .^;,.:; -
.......,.
- - 7.S"
I;IJ.()"J)
I.t,. (lll
Total Cash Advances
"7 .~l..
$~' U'O
. 0tI
We charge you lor our services In obtalnlng:
Personellzed Servlca Program Package
(a complete descr/pt/on 01 the package that you
so/ectad Is In the General Price Ust provlcJedyou):
$
~:! IV. ~u
SUMMARY:
Basic Professional Services
Care ollhe Deceased
Supervision of Services and
Use of Facilities
Auto" Other Equip. and Services
and/or
Personalized Service
Program Packege
Other Services:
Merchandise Selected
Cash Advancas
Total Charges
Credits to Account:
p.~~~Rts: '" I t!J e.
$
Total Auto, Other Equipment and Services
$
and/or
3710.00
Other Sarvlces:
Immediate Burlel $
Direct Cremallon \lVIthout a Service $
Forwarding RemalnstoAnotherFuneral Home $
Receiving Remains frem Another Funeral Home $
$
301S. o.
'180 Do
$ '7 "Z.oS", OlS
)...:. 3&.4$", iN
,oa r+
PA7/1,..
Balance due alter credlta
/c!rst0~
D Dauphin Deposit Ba.ll~
DATE
PAGE
PEGGY L STANK
OR HARGARET E ANTHONY
OR THOMAS H ANTHONY
30 CORNELL DR
CAHP HILL PA 17011
2 T
ASK FOR OUR SPECIAL HOHE EQUITY RATES
CALL 1 800 637 9151
FOR 24 HOUR APPROVAL
,
:-
10.46928-1
SUMMARY FOR ACCOUNT
" PEGGY L STANK
, OR HARGARET E ANTHOHY
PREVIOUS BALANCE 03-20-95
7 DEPOSITS AND CREDITS
, 2 CHECKS AND DEBITS
CURRENT BALANCE
STATEHENT END DATE
PRIHE OF LIFE
3,248.73
6,163.89
3,676.70
5,735.92
04-19-95
sac SEC NUHBER
INTEREST RATE AS OF 04-19-95
CHECK SAFEKEEPING. ,.
1995 INTEREST PAID YTD'J~.V\
ANNUAL PERCENTAGE YIELD EARNED
~.- '\
P 0 S TE ~~ .;
AHOUN CHECK . DATE
3,605.00 I '
CHECKS
, CHECK. DATE AHOUNT HECK . DATE
, 187 03-30 71. 70 I 188 04-14
i. DENOTES GAP IN CHECK SEQUENce NUH
TOTAL NUHBER OF CHECKS 2
HIS C ELL A N E 0 U 5 DEB ITS
AHOU/IT DESCRIPTION
14.33 + CD INTEREST DEPOSIT 8000180839
623.00 + US TREASURY 303 SOC SEC
7.61 + INTEREST PAYHENT
D E P 0 SIT S
DATE
04-10
AND
TOTAL CHECKS PAID
C RED ITS
DATE
03-21
04-03
04-19
POSTED
DATE
04-18
DATE
03-24
04-07
AHOUNT
278.79
5,012.63
AHOUNT
174.94
DATE
03-21
03-24
03-30
BALANCE
3,263.06
3,541.85
3,470.15
o A I L Y B A L
DATE
04-03
04-07
04-10
A N C E S
BALANCE
4,093.15
9, 105. 78
9,280.72
U H H A R Y
DATE
04-14
04-18
04-19
04-19-95
1
239
10469281
CY 14
15
166-20-2415
1. 7507.
18.16
1.7637.
AHOUNT
3,676.70
/'t.~1J
7,/.,1
-jJ:Pf
AHOUNT
52.59
BALANCE
5,675.72
5,728.31
5,735.92
r'7 3' S- c.. + s4ILM~
'I ~I a~~
!it! f, z. d' _ /p ~ I ~ or//;
~~ :: -z-,,1-
~~/j -?tJf{~/ ~
In 0... ct ."0" c, qUHdonl ccncornlng Elootrcnlo Trlnl'... cr your ATM ..Ill, pl.... c&II717.255,2079 cr l'80~&ll'2079.
Fcr h..ring Impol'od I.Me. 0411 1.800.521 ,20G8.
9~?
+
D Dauphin DeposU Bqnls
DATE
PAGE
06-20-95
1
271
10469281
'--
PEGGY L STANK
OR HARGARET E ANTHONY
OR THOHAS H ANTHONY
30 CDRNELL DR
CAHP HILL PA 17011
1 T
CY 14
15
LOOK FOR YOUR PRIHE OF LIFE COUPOH
BOOK WHICH ARRIVES EARLY AUGUST. HORE
COUHTIES,COUPOHS AHD COHVEHIEHCEf
CD
SUIIIIARY FOR ACCOUNT
1lH69?R-1
PEGGY L STAHK
OR HARGARET E AHTHONY
PREVIOUS BALANCE 05-J8-95
J DEPOSITS AHD CREDITS
J CHECKS AHD DEBITS
CURRENT BALAHCE
STATEHENT EHD OATE
PRIHE OF LIFE
5,6+2.69
+.09
3,600.00
2,0+6.78
06-20-95
SOC SEC NUHBER
INTEREST RATE AS OF 06-20-95
CHECK SAFEKEEPING
J995 INTEREST PAID YTD
ANNUAL PERCENTAGE YIELD EARNED
J66-20-2+J5
1.7501-
30.14
1.7611.
C H E C K S P 0 S TED
AHOUNT CHECK 1/ DATE AHOUNT CHECK 1/ DATE AHOUNT
Nct NUHBERS
TOTAL NUHBER OF CHECKS 1 TOTAL CHECKS PAID 3,600.00
HISCELLANEOUS DEBITS AND CREDITS
DATE AHOUNT DESCRIPTION
06-20 +.09 + INTEREST PAYHENT
DAILY BALANCE SUHHARY
DATE BALANCE DATE BALANCE DATE BALAHCE
05-24 2,0+2.69 06-20 2,046.78
In co.. ol.rrc.. cr qu...on. concerning Electronlo Tr.n.I... cr your'" TM cord, pi.... coli 717.261102079 cr 1.8OO.2116-2079,
Fcr h..rlng l"1'a1rod IINlce colI1,eOD.621.2088.
REV-1543 EX AFP (8-941*,
eD~AlTH OF PENNSYlYANIA
DEPARTHEHT OF REYtNUE
IUREI.U OF INDIVIDUAL TAXf.'\!
DEPT. 210601
HARRISIURG, PA 171ZI.0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21' '1:5 53,),
95131582
07-10-95
(j I'
0-
ESTATE OF MARGARET ANTHONY
5.5. NO, 166-20-6094
DATE OF DEATH 04-10-95
COUNTY CUMBERLAND
TYPE OF ACCClUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
RENIT PAYNENT AND fORNS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
THOMAS H ANTHONY
9 BRETTAGNE ARBORDEAU
DEVON PA 19333
FHB DANK NA h.. prawld.d tha Depart.ent with the In'or..Uan U.t.d b.low which h.. IMen u.ed In calCUlating tM
potential tAA due. Their r.cord. Indlclt. th.t .t the d.ath Q' the abov. d.c~."t, you wer. . Joint awner/banl,lcl.ry of thai account.
I' YOU '..1 thl, Infor..tlon 1. Incorrect, pl.... obt.ln written corr.ctlon 'ra. the 'lnane..l In.tltutlon, att.ch . copy to thl. 'or.
and r.turn It to the above addr.... This account I, t.x~J. In accardanc. with the Inh.rlttne. Tax L.... of the eoaaonw..lth a' P.nnlylvanl..
ou..tlonl ..y be '"....r.d by c.lllng (717) 717-1527.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTXONS
Account No. 500-0001461 Dot. 08-11-78
Eat.b1iahed
Account 801onoo 15,033.43
Porcant To.ob10 X 16.667
Aocunt Subjoct to To. 2,505.62
To. Roto X .06
potontlol To. Duo 150.34
PART TAXPAYER RESPONSE
ill I ,FAXLURI,TO< flISI'O~.;lfXLL RESULt/1M AN '. OF.fXC~AL.'. TAX.' ASSESSIIEH.t'BASIDOII ,THXS.. NOTX.CI.i I
A. 0 Th. above Infor..Uon and t.. due I_ corr.ct.
I. You .ay choo.a to r..lt p.yaent to the R.gl.t.r of Will. with two c~~J.', 0' thl. notlc. to obtain
. dhcount or avoid Int.r..t, or you ..y chick box MA" and r.turn thl. notlc. ,ht. the RlGh~ 0'
Will. end an officl.l ........"t will b. Inuld bv the PA O..,.rt.."t a' Rev.,...: -;;;
To In.ur. proper cr"adlt to your accOUlJL-.!!!!.
(Z) copl.. a' thl. notlc. lU.t acco.pany your
pI,..", to the KIgu,er 0' Will.. "aka check
payable tOI ~.gJ.t.r ~r-wttl', Agent".
HOTEl If taM payaant. .r. aad. within thr..
11J ~th. 0' the dec.dent'. data 0' d.ath,
you an deduct. S'C dhclK.W1t 0' the tax du..
Any Inherltanc. t.x due ..111 bacHe d.lInquent
nine (9) aonth. .,t.r the data 0' death.
[CHECK ]
ONE
BLOCK
ONLY
I. D Th. above ....t h.. b.", or ..Ul b. rllpOrtMt Met tex p.ld with the Pennnlvllfd. IntMrltllnC' Tax r.turn
to b. fUad by the d.c!tdent', rapr..anhUvI. '
.;1
c. Ie TM above Infur.atlon l~ncornct andJo~.btl and d.ductlon. ..In paid by you. .~.
You BU.t capl.ts PART l!J and/or PART ~ balow. './1
If you lndicat. . diff.rent t.M rat., pl.... .t.t. you"
".l.tlonship to d.c.d.ntl
.......,;.i
..~~.....~~~~g~~r~~~~o~~~~~fPe~~FI
':::;::/';:::M'r;~t.,:::) :'.::;::\:...r< :(.: ,',. : :~. ., ..; :::;:::<::j
.':",'.' '.';'.".,','. .,.l
PART
[!l
TAX RETURN . COHPUTATION OF TAX ON
LINE 1. Dat. E.tabliahad 1
2. Account D.lanc. 2
3. P."c.nt Taxabl. 3
4. A.ount Subj.ct to T.x 4
5. Dobt. and Deduction. 5 C
6. Aaount T.xabl. 6
7. T.K R.t. 7 X
8. T.x Due 8
~o.s."
.~,r.{)O.
'-0-_
, '
:z..
PAD,..
, 1'_-'-
2
,3;
:',", :;:.4::' ."::,'~.",:.,".".' :::,:':"" ":"i';';':','..:,
" " ; ::'~::::.~:: :::.;., '.' .'::'1"
.,.. ...5 .
"" "6' :-:::~~<;~::~::::!::~:,~:.::!:::~::: :.:,',:..~.., ~:':
;':; .. ."',,"e^,... ...
8'.. .. ,'" .....
CLAIMED
.",-",,-,,'.'.'.
."'."'.':.::::'"
'.;j
.:'j
,.,,:!
.;
, n(~
-0-
.:
rART
[!]
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
/JEAfl.
CI'1/f..
DESCRIPTION
::o,VIf...l1,A- C ~a5.' . .2.0 ~-
oS r A.. t.e'o.._ _ f;..elt. II I
tV Ii 1'1,'" . DF'.3. 0
AMOUNT PAID
o
TOTAL (En ar on Line 5 of T.N Co.put. ion)
.
.!1 I, L
Under p.naltl.. of p.rju"y, I d.cl.". that the
CCMPl.t. to the b..t of my nowl.dg. and b.ll.f.
ft':
f.ct.
I h.v. ".po"~d above .~e t~, co~~.ct
HOME (.(01 t'l1-/.32-'7
WORK (G /0 1 C '('7 Coli'? ()
LEPHONE NUMBER
and
GENERAL INFORMATION
l. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHEHT with IfItlIllcabl. Int.r..t bII.ed an In'or..tlon
.Ubaltted by the 'In~I.I Inltltutlon.
l. Inherltanc. tax bec~. d.llnquent nine ~th. a't.r the d.cedent'. d.t. of d..th.
S. A Joint IlCCQWtt .. t.x"., .y," though the decedent'. n... ".. Hded a. . ..tt.r 0' convanlencl.
4. Accaunh (includlna tho.. held b.t...." hulband and wU.) whIch the dacadent put In Joint nanl ..lthln OM wur prior to
Math ara '"l1y tu.a,la a. tun.tar..
5. Account. ..tablhhed Jolnth bet...... hulbMd and wit. eors than one v..r prla,. to ct..t" .r. not t,x"h.
6. Account. held by . dec~t "In tru.t for" another or other. Ir. taxabla 'ully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
I. IlDCJC A .. If the In'or..Uan and cOllpUtaUan In the notic. Ir. carr.ct end d~tlon. .r. not belna ClIIMd, plac. an 'T"
In block "A~ a' Part 1 0' the "Taxp.y.r' R..pon.e" .actlon. Sian two copl.. and lubalt thee with your check for the -.aunt 0'
tax to the RIgl.t.r 0' Will. 0' the county Indicated. Th. PA Dap.rt-.nt 0' R.v~ will 1.1u. an offlol.l ......sent
(fora REV~l54. EX) upon rae.lpt 0' the r.turn 'rOB the R.gl.t,,. 0' Will..
I. ILDCK I .. I' the ....t .p*cI,lad on thl. notlc. has been or .,111 be reported and t.x paId with the Penn'vlvanla Inherltanc.
Tax A,turn 'lied by the deudent', rap,...."t.Uv., plllea an 'T" In block M." a' p.rt 1 0' the "TaxPlv.r RllponllM .acUon. Ilgn one
cop, and r.turn to ~ PA Dap.rtaent 0' R.venue, Bur.au 0' Individual T.x.., Dept 21D6Dl, H.rrlsburg, PA 17121-06'1 In the
env.lope provided.
1. BLOCK C .. I' the notlc. In'ar..tlon I, Incorr.ct and/or deduction. .ra b.lng Clalaed, check block Me" and cDapl.t. P.rt. l and 1
according to the In.tructlonl balD... Sian two caplu and lubalt the, ..lth your chick 'or the -.ount 0' t'M payable to thtt R....ter
of NUll af thlI county IndJIl.tad, T'IM Pi Ikpllrt..." 0' ~.venu. ..Ul luul Coo, offlclDI '''.'l;1acnt (For. RtV~1S41 [X) upon rec:"lPt
a' the return frOll the Rqht.r a' Wll...
TAX RETURN - PART 2 - TAX COMPUTATION
LItE
I. Entar the date the eccount arlglnelly w.. ..tlbl1~ or titled In the .ann.r ..I.tlng .t d.t. 0' d.ath.
HOTE. for. d.cadent dying aft.r 12l1Zl.21 Account. which the d.c.d~t put In Joint n.... ..lthln one (I) y..r 0' d..th er.
taxabla 'uliy .. tran.f.r.. t~v.r, there I. an Ixclu.lon not to a.C.ed .1,DDO p.r tran".ra. reg.rdl... 0' the v.lue 0'
the ecCDUr'lt or the ~r 0' KComt. held.
If . doubla ..t.rlak (M.) appear. before your fir.t n... In ~ addr... portion 0' thl. notice. the 11,000 axclu.lon
alrlady hll b..... d.ducted 'roe the Iccount b.1MCI II reported by the financial In.U tutton.
Z. Entar tha tat.. tNllencl 0' the HCount InclUdlna Int.rllt Kllrued to the dtita 0' dI.th,
1. TM percent 0' tn. account that h t..llbl. 'or a~ .urvlvor .. deit.r_ined II 'ol1owlI
A. The ptlrcent taxabla 'or Joint ...... ..tablhhad -.ore than ~ year prior to the dec.dent", d..th.
1 DIVIDED IV TOTAL I<<J(IER OF
JOINT OWNERS
Exaepilr A Joint ....t regl,t.rld
DIVIDED IV TOTAL HUtCIER OF X lUD . PERCEHT TAXABLE
SURYIVIHC JOINT OWNERS
In the n... a' the dacecs.nt and two ath.r par.an..
I DIVIDED IV 1 (JOINT OWNERS) DIVIDED BY l (SURVIVORS) . .167 X IDD . 16.7X (TAXABLE fOR EACH SURVIVOR)
I. The parcant taxabla 'or ....h cr..ted within one y..r of the dlcadant'. d.ath or accounts owned by the decMtant but held
In tru.t 'or another Indlvldual(.) (tru.t bena,lclarl..)1
1 DIVIDED BY TOTAL JUtIER OF S\RVIVIHG JOINT
OWNERS DR TRUST BENEFICIARIES
Ex....lll Joint account r.ghhred In the n... a' the c>>cedent n two other p.r.on. and ..tabllthad within OM y..r 0' d..th by
\hi; dec:Mtant.
1 DIVIDED IV l (sutVIYDR,S) . .50 X laD . sax (JAXUlE FDA EACH SURVIVOR)
X IDD . PERtEHT TAXAllE
4. The MOUnt subJact to taM (11M 4) I. dater.lnad by aulUplYlng the ItCcount b.lanc. Ulna 2) bV the percent taJeabl. Ulna 1).
5. [nt.r the tat.l of the debts and daducttonl lilted In Put 3.
6. The MOUnt t.xabl. (Une 6J II detar.lned by IUbtrlHltlng the dabh and deducUon. (U". 5) froe the -..,t IUbJact to t.. (Une 4).
7. Enter t~ approprlat. ta. r.t. (line 7) .. d.t.r.lnad below.
A. For dat.. 0' daeth occurring a'tar 6/30/94, tha h. rat.. 'or tr",,'.r. to .pou... Ir. I' follow..
I. D.ta. a' de.th on or .ft.r 7/1/94 and ba'or. 1/1/96 the rat. I. lX.
l. D.t.. 0' d..th on or a't.r 1/1/96 and ba'ora 1/1/97 the rat. 1. lX.
3. D.ta, 0' d..th on or .,ter 1/1/97.and be'ore 1/1/91 the rat. I, IX.
4. D.te. a' death on or .tt.r Jl1I,8 tran"lr, to 'POU'" will be ...apt frOll tax.
Not.. Far cbIt.. of dNth prior to 111194 tr",,'.re to spou... ar. taxabl. at 6%.
8. T""".r. to llna.l de,cendMt. Includlna '.ther, _ther, IOn, dauahhr, grandchlldran, .on..ln..l....
ct.uahhr"ln"I..., .tapchUd and their h..... .r. taxabla .t II. percent (6X).
C. Tran".r. to all other. InclUding brother, .l.t.r, unci., .unt, nePhew and niseI .ra t.~abl. .t fi,tean percant (ISX).
D. If YOU changa the tax rat., pl.... ,paalty your r.lIt1onlhlp to tha dacedlnt In the ar.. provldad.
e. The IIICM.rlt a' to dull Ulna I) II det.ralnact by ..IUpblng the -.aunt t.xabl. UIM 6) by the to r.ta Ulna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. ~h and ~Uon' er. .atar.lned .. 'OUOWII
A. You legally ar. r.apon.lbll 'or PI~t, or ~ ..t.t. subJect to ldalnl.tr.tlon by . per.onal rapr.'ant.tlv. 1. Insu"lolant
to p.y the daduotlbl. It....
I. You eatualb paid the debts .ftar death 0' the decedent and can 'umllh proo' of paY1tlht.
C. Debt. bal", al.lled ...t be It..l,ad 'ully In Part 1. If ~ltlonel .pec. 1. needed. u,. pl.ln paper' 1/2" Mil". Proa' 0'
p......,t "y ba requa.tad by the PA Depert_ant 0' R.venue.
,.".",.,.,.... .""'" .... ...TAXPAYER . ASSISTANCE
.. ..IFYOU, NEeD FURTHER INFORMATION ORASSISTANCE,CONTACTiANY
.>RE9ISTEROF WILLS. PA> DEPARTMENT OF REVENUE DISTRICT OFFICE."..
:ORCALLTH~BUREAUOFINDIVIDUAl TAXES,. TAXPAYER INQUIRY UNIT'IN. .... ...
HARRISBURG AT '(717) 787-B327 , .TDD' (717)772-2252 (HEARINGIHPAIRED.ONLY.).
:....
NEILL FUNERAL HOME, INC.
3501 Derry SI, 3401 Markel SI,
Harrisburg, PA 17111 Camp Hili, PA 17011
(717) 564.2633 (717) 737.6726
Scott D. Sowers, F,D" Supervisor James P. Fickes, F,D" Supervisor
CONTRACT N!
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED CASE /I
Chargea are only for thon Itema that you aeleeted or that are required. II we ere required by law or by a cemetery or crematory
to un any Item, we will explain the reaaon In wrlllng below.
Arrangemenlstor: rnAP~.l~"'" f AN1 ",,'J {
..
,
, "
< .'
0'.476
,
SERVICES, FACILITIES, AUTOMOBilE, OTHER EQUIPMENT
AND SERVICES:
Itemized Generel Price L1at:
Bulc PlOfeaalonal Servlcea of
Funerel Director and Staff:
Care of tho Deeeaaed:
Embalming
Washing and Disinfection or
Unambalmed Remains
Dressing, CaskeUng and Cosmetology
Post Autopsy CarelPost Organ Donstlon
A~oraUon Chouge .
Retrigeratlon
Care and CUstody While Shellering Rsmalns
Other Care of the Decaased
(
Dsle ot Arrangsmsnl: A r " I L
Date of Death: 11(',~ l
MERCHANDISE:
Casket: ()~ Fot< ,) C, ('/ 11.(
II
,19 9,
,19 'I (',
I~
$ ~29~."D
.$
Outer Burial Containers:
I.. IV."'!
ISv.u'o
$
Cremation Um:
Cremation Container:
Clothing as Selected:
Grave Marker:
Acknowledgement Cards as Selected
Memorial Register
Memorial Folders/Prayer Cards
Combination Shipping UnlVAlr Tray
Iv. n,l
;: <: aU
J~.l1t) ,
Total Services and Care of the Deceased $
Supervlalon of ServlcelL8nd Use
of FacIII"es: I.
Visitation
, Funeral Service '
Memorial Service
Graveslde
Special Hrs. Charge
..-.'
$
Tnt.' Inr M.r;c~e Selected
CASH ADVANCE!!: ~
"Sales Tax:
Cemetery:lJo,tf J ..,hrofl' ,,-'~ in'." (',.-....
, Death Certificates (No. ~ @ $~)
,: <,';,.<l.earmllOIspaaJUoo/BwlaLearmlt,
Medical examiner's Charge
Honorarium: f".,," "I r ~..Jd...
MualclanaNocallsl:
AIr or Other Transport:
Out of Town Funeral Homes:
$ .":'(jl:'- (;1,)'
$
qrjt;'. ':0
:""'. V()
ISO. ,,,
Total Supervision of ServiCes and
Use of Facilities
Auto., Othar Equip., Othar Servlcea
and Chargea:
Transfer 01 Remains to Funeral Home
.:'1:. Hearse/Coach and Driver
JJ 0 Umouslne/Other Passenger Vehicle and Driver
SatetylLead Vehicle and Driver
Flower Van and Driver
Utility Vehicle and Driver
Cemetery tent and gmve eqUipment
Additional Transportation Charges:
$
$
Newspaper Notices:
TelephonerrelegraphlFax:
Motor Escort:
'..F\.",,), ~ .~ II t...
~ I " r" ~
. .....,,--"'. I' ,..I.T
,
.-. - -Z..f"o
. '~.' ,
I \'I~. v-fJ
","(. "i..
'.j ,
$--.1): "=
~.01I
Total Cash Advances
We charge you lor our services In Obtaining:
..
and/or
SUMMARY:
Basic Prolesslonal Services
Care 01 the Deceased
Supervision 01 Services and
Use of Facilities
Auto" Other'Equlp, and Services
and/or
Personalized Service
Program Package
Other Services:
Merchandise Selected
Cash Advances
Tolal Charges
Credits to Accounl:
paxments: ,)
(\!~o. ~ /80
$
Total Auto, Other Equipment and Services $
Personalized Service Program Package
(a comp/ete description of the package that you
selectad Is In the General Price Ust provldedyou):
$::\:lllJ,~O
3710.0<:>
Other Services:
Immedlale Burial $
Direct Cremation Without a Service $
Forwarding Remains to Another Funeral Home $
RaceMng Remalnslrom Another Funeral Home $
$
30lS, o.
Q80 00
$ '7-z.oS",OI)
PO f}-
.>..: 3 Co OS', _
PA7I1fD.4
Balsnce due after credlta
idrst.0f;
:.. v
$ .: ..IIIF
,,4 3(,.00.00
Page 1 012
D Dauphin Deposit BQ!!!s
DATE
PAGE
06-20-95
1
271
10469281
.
PEGGY L STANK
OR MARGARET E ANTHONY
OR THOMAS H ANTHONY
3D CORNELL DR
CAMP HILL PA 17011
1 T
CY 14
15
.,
LOOK FOR YOUR PRIHE OF LIFE COUPON
BOOK WHICH ARRIVES EARLY AUGUST. HORE
COUNTIES,COUPONS AND CONVENIENCE'
I
1'.
SUMMARY FOR ACCOUNT
1H6928-1
PEGGY L STANK
OR HARGARET E ANTHONY
PREVIOUS BALANCE 05-18-95
1 DEPOSITS AND CREDITS
1 CHECKS AND DEBITS
CURRENT BALANCE
STATEHENT END DATE
PRIHE OF LIFE
5,6+2.69
+.09
3,600.00
2,0+6. 78
06-20-95
sac SEC NUHBER
INTEREST RATE AS OF 06-20-95
CHECK SAFEKEEPING
1995 INTEREST PAID YTD
ANNUAL PERCENTAGE YIELD EARNED
166-20-2415
1.750%
,. 30.1+
1.761%
C H E C K S P 0 S TED
AHOUNT CHECK . DATE AHOUNT CHECK 1/ DATE AHOUNT
3 600 I
ENCE NUHBERS
TOTAL NUHBER OF CHECKS 1 TOTAL CHECKS PAID 3,600.00
HIS C ELL A N E 0 U S 0 E BIT SAN 0 C REO ITS
DATE AHOUNT DESCRIPTION
06-20 +.09 + INTEREST PAYHENT
o A I L Y B A LAN C E SUN H A R Y
DATE BALANCE DATE BALANCE DATE BALANCE
05-2+ 2,0+2.69 06-20 2,0+6.78
In "N of.no.. or qUMlon. oonoomlng EI_n1o Tron.'... or your A TM GIrd, pi.... ooJl 717.255-2079 or 1.500.2tll102079,
For hurlng l"l'oIrod IONtOO ..111.500,521.2088,
D Dauphin Deposit BOllls
DATE
PAGE
PEGGY L STANK
OR MARGARET E ANTHONY
OR THOMAS H ANTHONY
30 CORNELL DR
CAMP HILL PA 17011
2 T
ASK FOR OUR SPECIAL HOHE EQUITY RATES
CALL 1 800 637 9J51
FOR 24 HOUR APPROVAL
(8
SUMMARY FOR ACCOUNT
1~1
PEGGY L STANK
OR HARGARET E ANTHONY
PREVIOUS 8ALANCE 03-20-95
7 DEPOSITS AND CREDITS
2 CHECKS AND DEBITS
CURRENT BALANCE
STATEHENT END DATE
PRIHE OF LIFE
\ \. \
SOC SEC NUHBER -
INTEREST RATE AS OF 04-J9-95
~~~~KI~1~~~~~P~~~DYTD \)'.\1\;.,.
ANNUAL PERCENTAGE YIELD.EARNED
3,248.73
6,163.89
3,676.70
5,735.92
04-19-95
, ,\;,-,.
C H E C K S
CHECK . DATE AHOUNT HECK . DATE
187 03-30 71.70 I ' 188 04-14
.. DENOTES GAP IN CHECK SEQUENCE NUH
I TOTAL NUHBER OF CHECKS 2
I HIS C ELL A N E 0 U S 0 E BIT S
DATE AHOUNT DESCRIPTION
03-2J 14.33 + CD INTEREST DEPOSIT 8000J80839
04-03 623.00 + US TREASURY 303 SOC SEC
04-J9 7.61 + INTEREST PAYHENT
o E P 0 5 ITS
DATE
04-JO
AND
TOTAL CHECKS PAID
CREDITS
,
I
,
,
i
I
i
I
I
P 0 S TED
ANOUNT
174.94
DATE
04- J8
DATE
03-24
04-07
AHOUNT
278.79
5,OJ2.63
DATE
03-21
03-24
03-30
8ALANCE
3,263.06
3,541.85
3,470.15
B A LAN C E S
DATE BALANCE
04-03 4,093.15
04-07 9,105.78
04-10 9,280.72
,I H H A R Y
DATE
04-14
04-J8
04-J9
DAILY
04-19-95
1
239
10469281
CY 14
15
166-20-2415
1.7501.
18.16
1.7631.
AHOUNT
3,676.70
'.~,~-,
'1'1. B$
7,1.,1
-jJ:?f
AHOUNT
52.59
BALANCE
5,675.72
5,728.31
5,735.92
rj3'r- c..L <"~M~
, / ~I a ~ IJ,Lo<-' r .;)
!lCi {, z. d' _ ~ 'i I t:;" ()I/t
,,_ ~ ' '1-(,,1-
~j -s;-tJ" -4i
In.... of orro.. cr qu"~onl ocnoomlng ElloIrcrno Tronll... c, your ATM ..rd. pl.... coil 717,265-2079 cr \o80~i5ll'2079,
For hoarlng ImpAired ..l\'Iea 04111.800,821.2088.
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'.-
.. ,;.~.~-_.,.,-... -- - .... ,-
. 'u"_-.'
"-~. ~-~
r.~r
- - - -+.---'
-r"""'--- ~- ~~
r... - ....~
. "
/,) 'IY-I
NO, 21- qS' ad..
95131719
07-10-95
REV-1543 EX AFP (8-941 *'
e~AlTH OF PENNSYLVANIA
LC"PlRTHEHT OF REVENUE
IUREAU OF INDIVIDUAL TAXES
DEPT. ll06DI
.~AISIURO, PA 17121.0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
RENIT PAVNENT AND FORNS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF MARGARET E ANTHONY
5.S. NO. 166-20-6094
DATE OF DEATH 04-10-95
COUNTY CUMBERLAND
PEGGY L STANK
30 CORNELL DR
CAMP HILL
PA 17011
DAUPHIN DEPOSIT BK I T h.. pravldad ttM D~art..", with the In,or.aUon lhhd b.low which hat b.en uud In calculating the
patentlal tax due. Their racord. Indlcat. th.t at the daath of the above d.c.d.nt, yOU ...ra . Joint owner/b.n.flclary 0' thl. account.
I' you '..1 thl. In'or..tlon 1. Incorract, pl.... obtain written corr.ctlon 'roe the financial In.tltutlon, attach a copy to thl. 'or.
and r.turn It to tn. abova addr.... Thl. account 1. taxabla In accordanc. with tha tnh.rlt~. Ta. l.... 0' tha eo..onw..llh 0' penn.ylvanla.
Qu..tlon. ..y b. enlw.red by c.lllng (717) 717~11Z7.
COMPLETE PART 1 DtLO~ ~ u ~ OtE REVERSe SIDE FOn FILING Ar.J P^YMtNT IN~TnUCTION~
Account No. 0010469281 Doh 03-25-94
E.tablbh.d
Account D.lanc.
P."e..,t TaMabl.
AlItOunt Subject to
Tax R.t.
Pot.ntial T.M Du.
To In.ure prop.r credit to your account, two
(2) copla. of thl. not Ie. lU.t acc~,"Y your
pay.ant to the Reglltar a' Will.. "ak' check
payable tal ""R.ght.r Q' Willi, Agent".
PART
ill
9,2B5.36
16.667
1,547.59
.06
92.B6
TAXPAYER RESPONSE
FAXLURe, '.rfORISPONDi\fXLL!tISUL 1':'. lIrA" ,OFJ:XCIAL'T AX ,. IlSSESSHI!JtT' BII.~III 01l'111XS tlOTIC1,
x
NOTE I I' tax paya.nte ar. aed. within thr..
(1) aontha 0' the d.cadent', data 0' d..th,
you uy deduct . s:c dhcount 0' the tax du..
Any IntMrttMCa tax due will b.co" delinquent
nine (,) aontha a,t.r the data of d.ath.
To'
K
[CHECK ]
ONE
BLOCK
ONLY
A. 0 Tha abova Infor.aUon and tax m.. .. cornct.
I. You .ay choo.' to ,..It payaant to the RIglltar 0' wlllt ..Ith two cop I.. 0' thl. notlca to obtain
. dl.count or avoid Intara.t, or you .ay ch.ck box "AM and raturn this notlc. to the R.gl.t.r 0'
Willa and 8M o"lclal ........nt will b. 1.lued by the PA D~art.."t 0' Ravenue.
I, 0 Th. above lIIut hII. been or .,111 ba reported and tax paid with the PlIIV1aylvenla Inht1rlbnca Ta. return
to b. 'llad by the decadent'. repr..entatlva.
c. Q'1 The abova Infar.athMl IJ-.!.ncorract and/DJ:..:.!\'bt. and d.dUction. ...r. p.ld by YC'\J.
~Vou ....t caplata PART l!J and/or PART l!..J bala...
If you indicat. . dlff.,..nt t.x r.t., pl.... .t.ta your
r.lation.hlp to dec.dentl
PART
~
TAX RETURN - COHPUTATION
tINE 1. D.t~ F..tRhli.h.d
2. Account Balanc.
S. P.rcent Tax.bl.
4. A.aunt Subj.ct to T.x
5. Debt. 8ftd Deduction.
6. Aaount Taxable
7. T.x Rate
8. Tax Ou_
. .. ..":,i{ii:OF1FICIACi: USE O~L y, CJ AAF,
, .'..",'.PA"DEPARTHENT'OF' REVENUE .,:.1
PA~~! .... ......... ... . .,..,..... ........ ......... . .. .i
:2' .-.:,.:,:::': "1
'3: .,..... :.',.,'...... .., "....i,.,
:;::-:<<:::;:::,::,:::., "i!:;> .,
".,." ,.
.5" .'.. ..,..,..'. . ,. ...
.. .-:-.'::6::':' ::::::':; ':::!#::::~;':::::::::::':::: ~:::::i.:::':::::,:-:" ,., :.<:.:':': ':':',-; .,: . . "..',:' :.::-:~
:: 7~~'! :~:;;::::!; ,;:,.: :':' ':::';::~,::'~" . ""
:.>'::::'}8"::::-:".'."'.";".' .,
DEDUCTIONS CLAIMED
OF TAX !Iii J9IN,\,nRUST ACCOUNTS
l__J.;L/..L Lf~~., _,___
2 9,2 r .J:........fo
3 K' Ie;,. Y7
4 /5'1'7. ~.,'7
5 17'::-.""-
~ X . "}, In
8
,;"..-,.
.':;.,,::::".
r>
PART
~
DATE PAID
3-
DEBTS AND
PAYEE
DESCRIPTION
II "
AMOUNT PAID
CJ
,
TOTAL (En .r on Line 5 of T.x oaputation)
.
I d.cl.r. th.t the fact. I
g. and b.U.f.
h.v. r.port.d above a,..
HOME (71'7 1 7.
WORK ( 1
',,:
",.1
1
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHEHT with -..lIcabl. Inhr..t bued on Infur..tlon
Iubtlltt.d by the financial In.Ututlon.
l. Inherltanc. tax bacu... d.llnquent nine aonth. a,tar the d.cedent'. d.t, 0' d..th.
1. A Joint accDU1t h taxabla .van thouDh the d.cecs.nt'. n... VII lidded II . ..tt.r 0' CDnv.,..lanc..
4. Account. (Including tho.. held b.t".en hu.band and w1'a. whleh the dec.dent put In Joint naa.. within one v..r prior to
de.th .ra 'ully taxabl. .. tran,'.r..
S. Account. ..tlblllhed Jalntlv bet"..,.. hu.band and ..I', acr. than one y..r prior to d..th ar. not t.xabla.
6. Account. held by a decadent "In tru,t 'or" anoth.r or other. .ra taxable 'ully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. IlDCIC A ~ If the In'or.aUon and co.put.t1on In the notic. ar. corr.ct and d.wcUon. .r. not belna c1alud, plac. an M)("
In block "A" 0' P.rt 1 0' the "Taxpa,.r Rllpon.." .ectlon. Sian two cap... Bnd .ubelt thUI ..lth your chad!. for the uount a'
tlM to the R.gl.t.r 0' Will. of the county Indlc.tad. The PA Dep.rt.ant of R.vanue will I'IUI an a"lcl.. ........nt
(For. REY~ls4. EX) upon rac.lpt 0' the r.turn 'rDl the R.gl.t.r 0' Will..
l. IlOCK. ~ l' the ....t .pacl'lsd on thl. notlc. he. been or viii be report.d and t.x paid with the P.nn.ylvanl. Inherltanca
T.x R.turn 'lied by the d.cadent", rapr.,ant.tlv., plac. an MX" In block -I- of Part I a' the MTaxpay.r Rllpon.." ..ctlon. Sian one
copy and r.turn to the PA Departaent 0' R.venue, Bur.au of Indlvldu.l Tax.., D.pt Z.D6DI, H.rrl.burg, PA 17121.0601 In the
~.lope provided.
1. IlOCK C - I' the notlc. In'or..tlon I. Incorrect and/or deduction. ar. b.lng cl.l..d, check black "e" and coapl.ta P.rt. Z and J
accordlna to the In.tructlon. balow. Sian two capl.. and .ubllt th.. with vour ch.ck 'or the aaount a' taM payable to tha R.gl.tar
0' Will. a' the county Indlc.ted. The PA Dap.rtaent a' R.v~. will I..u. an o"lcla. "I...aent (Fora REY.ls41 EXJ upon rec.lpt
a' the r.turn 'ra. tl.- RIglahll u, Willa.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r the d.ta the .ccount arlgln.lly .... ..t~ll.hed or titled In the a~r .xlstlng .t date 0' d.ath.
HOTEl For. d.cedent dying .,tar IZ/llllll Account. which the d,cadent put In Joint n.... within Dna (I) y..r a' d..th .r.
t.xabl. fully.. tran.f.rs. How.v.r, th.r. Is an ..clu.lon not to .xc..d '5,000 par tran,'ar.. r.gardl... 0' the valua 0'
the eccount or the nuMMir D' accounts held.
I' a double .st.rl.k (~.) app.ars b.'or. your 'Ir.t n... In the .ddr.l, portion a' thl. notlc., the 'l,DOD .xclu.lon
alr.ady ha. b.an deductad 'rea the .ccount balanca a. reported by the 'Inanclel In.tltutlon.
Z. Ent.r the tot.l b.lanc. 0' the account Including Intar..t .cc~ to the date 0' d..th.
J. The parcent 0' the account that 1. taxabla for .ach .urvlvor 1. d.t.ralned al 'ollawII
A. Th. percent t.xabla 'or Joint ....t. ..tabll.had acr. than an. y..r prior to the d.cadent'. deathl
1 DIVIDED IV TOTAL HUKlER OF
JOINT OWNERS
Exaapl., A Joint .I..t r.gl.t.red
DIVIDED IY TOTAL HUHIEA OF )C 100 . PERCENT TAXABLE
SURYIVINO JOINT OWNERS
In tha n... 0' the decedent and two athtir perlan..
1 DIVIDED IV 1 (JOINT OWNERS) DIVIDED IY 2 (SURVIVORS) . .167 )C lDD . 16.7% (TAXAllE fDA EACH SURVIVOR)
I. The percent taxable 'or ....t. cr.ated within ana yaar of the decad.,..t'. d.ath or accounts DWnIId by the d.cadent but held
In truat for another IncUvldualh) Ctru.t banat1cl.rlal)1
I DIVIDED IV TOTAL IUtBEA OF SURVIVING JOINT
OWNERS OR TRUST IEHEFICIARIES
Ex....l.. Joint aecount r.ghtared In the n_ 0' the decedent and two other p.rlon. and ..tltblllhtid within one y..r of d..th bw
the dae.dent.
I DIVIDED IV l (SURYIVDA;S) . .SD X IDD . SOl( nAMABLE FOR EACtl SURVIVOR)
X loa . PERCENT TAXAIlE
4. The aaount lubJact to tax (line 4) II d.t'r.l~ by .ultlplylng the account balanc. (lln. Z) by the percent t.xabl. Cline 5).
S. Ent.r the total 0' the debts and deduction. l1.ted In Part 1.
6. The.-aunt taxable (llna 6) Is dat.r.lned by .ubtraatlna the dabts and deduGtlan. (line S) 'rea the aaount IUbJect to taM Cline 4).
7. Ent.r the epproprlat. t.x r.t. (lln. 7) a. d.t.ralnad b.low.
A. Far dat.s 0' da.th occurring .,t.r 6/30/94, the taM rata. 'or tran.,.r. to IpOUI.. ar. a. follow"
1. Oatas 0' d.ath on or .,tor 7/)/94 and ba'ora 1/1/96 the r.t. I. lX.
l. O.t.. 0' d..th on or .,t.r 1/1/96 and ba'ora 1/1/97 thti r.t. 1. lX.
1. Data. 0' de.th on or .,t.r 1/1/97 'and ba'ora 1/1/98 thti rata 1. IX.
4. Oat.. 0' daath on or .,t.r ./1/98 tran,'arl to 'POUI" will b. ,x'MPt fro. tax.
Hot., Far d.ta. 0' de.th prior to 7/1/94 tran,'.r. to .pau... ar. taxabl. at 6X.
I. Tran,'.ra to 11neal d..cendants InclucUng 'ather, _thar, .on, dMlght.r, grandchildren, aon-ln-l...,
dauaht.r-ln~l..., .tepchlld and thalr l.sua ara taxable at .lx percent (6iel.
C. Tran,'.ra to .11 other. Includlna brother, .lst.r, unci., aunt, neph... and nl.ca ar. t.Mabl. at ,I,t,," percent C15%).
D. If yOU changl the t.. nt., pl.... .pealfW your r.l.Uonshlp to the decadent In the ara. prawlded.
e. Tha ~t 0' talC due (11". .) .. datar.lned bw .uIUplylna the MOC.I'\t taxllbl. Ulna 6J by the tu r.ta Ulna 7).
CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED
Allowabla debh and dIduoUons .r. dat.r.lnect .. 'allowlI
A. You laoally ar. ra.pon.lbl. 'or pavaent, or the ..tata .ubJ~t to adalnl.tratlon by a per.onal repra.enLatlve 1. Insu"lclant
to p.y the d~tlbla It....
I. You actually p.ld the; debts .tt.r de.th 0' the decadent and can 'urnlsh proo' 0' p....-nt.
C, Debt. balna cl.l-.d BU.t be It..laad 'ully In P.rt 1. I' addltlon.l ,p~. I. ~, u.. plain paper. 112M x 11". PrOD' 0'
pavaent .ay ba request.d by the PA Depart..,t 0' Rsvanue.
..,',':,:..., ',,:,.:w.. " ".. ,.. .,.. ... .... .."..... .... . . TAXPAYER ASSISTANCE " ., .
. .. . IF YOU: NEED, FURTHER INFORMATION. DR ASSISTANCE, CONTACT ANY'.,
.. ".'i;,REGISTEROFWILLS.,PA DEPARTMENT OF REVENU~ DISTRICT OFFICE "
.:'<,...OR CALVTHE IUREAUOFINDIVIDUAl TAXES, TAXPAYER INQUIRY UNIT IN.
."..:,'. HARRISIURG:AT (717) ,787-8327..TDDI. (717) 772-2252 (HEARINGIHPAIREDONLV)
. .
'-
PRIVATE
DATI DESCRIPTION OR CODE '2 ACCOUNT
......OUNT I"LANtl
CR
2/28/9; Balance Forward -0- I
~I J'/9r ...".elf A..... - 13''''''0 S1<I."CQ
IJN,r "1 0... r.l lo~,oo U.. .u~P co .up' of)
.,J,7/f~ A""'&' .(..,~... 4""''''0 ~It(,~o tlN;r
/l DAVI t!!J 1001,00 .0( /lOr ,,,, R~'~ -
",;~JfS' If"""&' C"44U Aft ~"./6 UD I~
IJHI". 'N JI"~ '1 041.r Q '11."" I.II~ OC> ,j/i:J. c>o
y},,,Joe- 141/44" ""... S,,', ST.""
l),tfuN ... /414#"", ,.01,911 olt /?/l 5' J3"'~ sl
u,,~ 19C' ,.".c." a.........., 6.,,1'. .11..1''' lJ. '1"- 3"7,- I....
U"~A. 1'40J S'f,901 'IS
y/'7/.s 1441CN z,co..rr".!IIJVCu ~. 04 ", '0 ,J!;,o s....
~ 11 /
-~ fI t//;t 7"
"~/~'
I
PAY LAST
ODD FELLOWS HOME OF PENNA, AMOUNT IN
999 WEaT HARRISBURG PIKE THIS COLUMN
MIDDLETOWN. PA, 17D!!7
PHONE 17171 944.33!!1
I
<
.'"'.' ,-"~,-,~"~,,,,,,"/T.~,,,.w~."'''-', ~',
PAIVATI
DATE DESCRIPTION on CODe D. ACCOUNT
{. ""OUNT ....lANel
4/17/95 Balance Forward 3510 2
fh/9S" It! .
~" oJ. t!V. SsIO 1$.;1 -0 - I
. 4., .....-co. __....... i
t;lsl,~ u"... PAO, fl.".:.. t>l /0 7~ /D 7t
"Ish~ /1I>.,c. r",It:~"'T'~.NC(. I'"u ..... f- Do " 71
./:) ..... VJ
IJ~ AV
( /'-' -
PAY LAST,
ODD FELLOWS HOME OF PENNA, AMOUNT IN .
999 WEST HARRISBURG PIKE THIS COLUMN
MIDDLETOWN, PA, 170117
PHONE (717) 944.33111
!
-,
D Dauphin Deposit Bemis
DATE
PAGE
05-18-95
1
251
10469281
PEGGY L STANK
OR MARGARET E ANTHONY
OR THOMAS H ANTHONY
30 CORNELL DR
CAMP HILL PA 17011
5 T
CY 14
15
ASK FOR OUR SPECIAL HOHE EQUITY RATES
CALL 1 800 637 9151
FOR 2+ HOUR APPROVAL
..... ---- -.......-
SUMMARY FOR ACCOUNT
111-4692801
PEGGY L STANK
OR HARGARET E ANTHONY
PREVIOUS BALANCE 0+-J9-95
4 DEPOSITS AND CREDITS
5 CHECKS AND DEBITS
CURRENT BALANCE .
STATEHEHT END DATE
t.,."
PRINE OF LIFE
,.....
5,735.92
3,470.33
3,563,56
5,642.69
05-18-95
SOC SEC NUHBER
IHTEREST RATE AS OF 05-18-95
.CHECK-SAFEKEEPING
1995 INTEREST PAID 'YTD ,,-
ANNUAL PERCENTAGE YIELD EARNED
166-20-2415
1. 750r.
26.05
1.7657.
.', CHECKS POSTED
~i~'I DA~~. 'i~UJP' CHECK II DATE "A. H AHOUNT
--- 0.5-~~3'5!..-,-_ l 192 05-18 ---'op' 1.69
' R us- . 193 05-J7 19.20
DENOTES GAP N CHECK SEQUENC NUHBERS I~
TOTAL NUHBER OF CHECKS 5
HISCELLANEOUS DEBITS
DESCRIPTION
CREDIT HEHO
INTEREST PAI'NENT
DEPOSITS POSTED
DATE AHOUHT
05-04 32.00
BALANCE SUHHARI'
BALANCE DATE
5,687.84 05-18
5,636.49
'''-;' ">.
CHECK /I DATE
194 - 05-17
"'G.h..
AHOUNT
15.37
AND
TOTAL CHECKS PAID
C RED ITS
3,563.56
DATE AHOUNT
05-04 3,168.00 f
05-18 7.89 f
DATE AHOUNT
04-21 262.44
DATE BALANCE
04-21 5,998.36
05-03 2,487.84
DATE
AHOUHT
o A I L
I'
DATE
05-04
05-17
BALANCE
5,642.69
In co.. oIonoro Dr quo.IDna conDOmlng ElectronlD Tr.na'oro c, you, A TM cord, pl.... coli 717.255-2079 c, t .eoO.21l5-2D7U,
Fc, hurlng Imp.'rld IINtco call t .500,621.20Ba,
.
"
,-I
~'
I
I
Ii
,J../15,-!;"J!':;{
REVo15~~ RV ARa '.0941*
eoKHOHVEAllh I' 'in ~A
DEP'-Rltu:NT Of ... ' /. IN
IURUU OF INDIVIth. d.
OE:PT. ZlD6Dl .
UARAUIURG, PA 17UI.UDl
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO, 21
ACN 95131720
DATE 07-10-95
TYPE OF ACCOUNT
ESTATE OF MARGARET E ANTHONY ~ SAVINGS
S. S. NO. 166-20-6094 CHECKINO
DATE OF DEATH 04-10-95 TRUST
COUNTY CUMBERLAND CERTIFICATE
&JA 0"/1. v RENlT PAYHENT AND FORHS TO.
THOMAS H ANTHONY, 111 Brett-.l'In"- jH~. REGISTER OF WILLS
'JO 6BRflE:LL DR . CUMBERLAND CO COURT HOUSE
DAMP IIlLL PA 17911 ,,/133-3 CARLISLE, PA 17013
D~vcrJ.PI1 '
DAUPHIN DEPOSIT BK . T h.. provided the Dapart.ant with the In'or..tlon listed b.low which h.. been ulad In calcUlating the
potentl.l t.x dUe. TIl.lr record. IncUcat. that at the d.ath of tha abova dacedMt, you ...ra . Joint own.r/b.,...Uclary 0' thh .ccount.
I' yOU ,..1 thl_ In'or.etlon 1. Incorrect, pl"la obtain wrltt.n corractlan 'roe thl 'InMc181 Institution, att.ch . copy to thl. 'ora
and r.turn It tu the ~v. .ddr.... Thl. account 1_ t8.abl. In accardanc. with the Inherltanc. Tax l.w. 0' the e~..lth 0' p.nnsylvanla.
aua.tlons .ay b. anlwer.d by c.lllng (717) 787.&127.
COHPLETE PART 1 BELOW . . . SEE REVERSE SXDE FOR FILING AHb PAYMENT INSTRUCTIONS
Account No. 0010469281 Data 03-25-94
Eotoblhhed
Aecount B.lance
P.rcent T.>cabl.
Aoount Subjoct to Tax
Te)( R.t.
Pot.nti.l Tax Du.
To In.ur. prop.r cr~1t to )lour acClK.W'lt, two
(2) copl.. 0' this notlc. aust accoaplnY )lour
pa)'Ml"lt to the Aagllt.r of WUI.. Haka check
payable tOI ~.Dl.t.r 0' Willa, AgentM.
PART
ill
9,285.36
16.667
HOTE. l' tax payaanta ar. aada within thr..
1,547.59 el) Mnth. 0' the d.cadent'. date Q' duth,
. D6 you .... deduct . 5X dhclM'lt 0' the t.x dul.
Any InherltBnCa tax dI.M will beeR' d.Unquent
92.86 nln. (,) MH'lth. .ft.r the d.t. 0' daath.
TAXPAYER RESPONSE ~_H J
. I"AILURl!.:rO '. RIS.l'OHDllXLLRESUL lIH.AN~FfXCXIlL,J'AXiASSISSHI!HT.. AAS~:.ON~HXS,
x
x
., 0 Th. above Infan.Uon and taM due .. corr.ct. .
I. You ..y choo'. to ,..It p.yunt to the Raghter Q' NUh with two copl.. of this) noUu to obtain
. dl.count or .vold Intlrilt, or YOU ..y ch.ck box MAM and r.turn thl. notlc. to the Real.t.r a'
Willi and en o,flcl.l a......ent will b. l..u.d bV the PA n.p.rtaant 0' R'V~
B. c:J The above ....t ha. bean or will b. r.ported and ta. p.ld with the Pann.ylvanl. Inherltanca T.. r.turn
to b. ,U.d bv the d.cltdont'. npr......t.Uv.. )
C. J?ITha above In'or..Uon l~ncorr'Clt and/o~.bh and dedUcUon. w.ra pald bV you. .. "
Vou MI.t cO"Pht. PART l!.J and/or PART l!.J bIIlo... ' ;
If you Indicat. a diff.r.nt taM r.t., pl.... .t.t. you"
".l.tion.hlp to d.e.d.nt.
[CHECK ]
ONE
BLOCK
ONLY
PART
~
DATE
2.
DEBTS AND DEDUCTIONS
"...; :.,.".;'::,.,.t., OFFICIAL., USE .,O,.ly.'..,C]:AAF:1
f~~r~::~;!~i!~~~':f~~~;;;:1
','.' 4." ,', ".':;:i}::.:': ~:, :~:i;;i;.~' .:..:'::.:,',...... ;;::-:.:' ,'.... ,'..., :~
+::i!:,~','*,.,:,;.,:,',.;: ...',P ." :::, ......,..:- '.'1
: " 7'" ;.-;',':,;.i~;i: ::!:~:!'j<::;::;:;:i::!:~::~;::i:;ii::::~::!:i::i:!:\:(,!::,-:;;:-:" .:. '.', ;~:::-. .,' ~
. ~ Ei ": j :'::..>:~' ;,:,:!::,j:,~::::';i::~::':;~':';' :':.'.:> .'.-:;: ;.::,::,..:., '~,: :::;:.:';.~.:, . "ill
CLAIMED
PART
~
TAX RETURN - COMPUTATION OF TAX/N/JOINU"(RUST ACl:OUfHS
LINe 1. 0.1. ealodolhh.,1 1 /..'.L J _ q~
2. Account Bohne. 2 'q, .:l. !<"" -~ ("
:5. P.rc.nt T.xabl. :5 x It:.. l~ G '7
4. Aoount Subjoct to Ta" 4 t s:. !to '7 . b-'/
5. D.bt. and O.duet!on. 5 (- 1/ 7~t;"~-. ~ C
6. Aao\.nt Taxabl. 6 - 0 ,--
7. Tax Rota 7 l( · 0"
a. Tax Due a - 0 -
DESCRIPTION
0'- IP 11-'- jJ.51 Nc..
,., IlloJ'j, . 1 e r.:
A-I'10 up.r "'=
()H
AMOUNT PAID
-.s
PAID PAYEE
- avO p.~J.~w:,
ODI.I/A'r()u.~
eM
A.
;>A-
I-
- 0
TOTAL (En ." on LIn. 5 of Tax Co~ut.tlon)
.
p.~ju"y, I decl.". that the fact. I
.y knowl. a and baU.f.
h.v. r.port.d abova ar. t"ue, corrfot and
HOME ('/0) (,11'1-/.3 'z." .
WORK ({.ltJ 1 CIf'7-(.Y70 o'i'/o'l/'iS'
TJ;I PHnNF NUMBER !fATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with tappllcabla Int.rllt bUM on In'or..t'lon
.ubaltted by the 'lnancl.l In.Ututlon.
2. lnherlt~. t.. bacoae. delinquent nine aanth. .,t.r the decedent'. data 0' d..th.
1. A Joint account 1. t.xabl. Ivan though the d.c~t.. n... w.. add.d .. a a.tt.r 0' cony,"I~..
4. Account. ClnclUdlna thos. held b.tw,en hu'b~ and wlf.) which the d.c.dent put In Joint ~. within an. yaar prior to
d..th ar. fully t.xabl. as tran.f.r..
S. Account. ..t~ll.hed JointlY b.tw.an hU.b~ and wi'. ear. than one va.r prior to d..th .r. not taxabl..
6. Account. held by a dacedent "In tru.t forM ~ther or oth.r. ara ta.abl. fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
I. ILOCK A ~ If the In'oraatlon and coeput.tlon In the notlc. .ra correct and deductions ara not b.lng cl.laed, plac. In MX"
In block MA" 0' Part I 0' the "Taxpay.r R..pon.." ..ctlon. Ilgn two copla. and .ub.lt the_ wIth vour check for the .-aunt 0'
t.. to the R.gl.tar of Will. 0' the county Indlcat.d. The PA Dapartaant 0' Ravenue will I,aua an o"lcl.l .....~t
(Far. REV-IS.' EX' upon racalpt 0' the raturn 'roe the Ragl.t.r 0' Will..
l. ILOCK. ~ If the ....t ,paciflad on thl. notlca h.. been or wUl ba report.d and tax p.ld with tha PeMnlwWll. lnhlrlhanca
Tax Raturn ,ll.d bV the decadent'. r~r.''"tatlw., pllC' an MX" In block MIM of P.rt I a' the MTaxpay.r R..pon.," s.ctlon. Sian ana
copy and r.turn to the PA D~'rt-.nt of R.y~, lur..u of Individual Tax.., D.pt ZID6DI, Harrllburg, PA 171ZI-D6Dl In the
lttValop. provided.
3. BLOCK C ~ l' the notlc. In'or..tlon I. lneorr.ct and/or d.ductlan. era baing c!all.d, ChIck black "eM and coaplat. P.rt. Z and 1
according to the In.tru,tlon. b.l"". Sian two c~l.s and s~lt thee with your check for the .-ount 0' t.x payabl. to the R.gl_tar
of WUII 0' the county lr"'lcated. Th. PA Dapart..,..t vI RnM1U' ..111 Inua en offlcJ.1 .........,t (ror. REY-lS41 EJU upon recalpt
0' the r.turn 'roe the R.gl.tar 0' Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I., Ent.r the data the account orlgln.lly w.. .stabllahed or titled In the aanner axl.tlng .t d.t. 0' da.th.
NOTE I For a d~.dent dying att.r IZllll1Z1 Accounh which the d.cedent put In Joint n.... within one (ll y..r a' d..th er.
t.xabl. fully as tran,'.r.. Howev.r, th.ra 1. en .xclu.lon not to .xc-.d '5,000 p.r tr~"'r.. reg.rdl... 0' the v.lue of
the account or the ,...r 0' accounh held.
If . doubla ..hrhk (1111) app..r. b,'ar. your fir" n... In the addra.. portion a' this noUca, the n,DOO uclu.lon
.1raadY hi. b.en d~ted froe tha .ccount b.lanc. I' raportad bV tha ,lnancl.l In.tltutlon.
l. Ent.r the total balanc. a' the account Including Int.r..t accrued to the d.ta a' d..th.
1, The p.rcant 0' the account that 1. taxabl. 'or each .urvlvor I. d.taralnad .. 'allON"
A. The p.rcent taxable 'or Joint ....ts ..tablt.had aara than on. y..r prior to the d.cadent'. d.athl
1 DIVIDED BY TOTAL ~IlA OF
JOINT OWNERS
Ellaaplal A Joint .s..t r.gl.t.rld
DIVIDED IV TOTAL NUttIER OF X laO . PERctNT TAXAllE
SURVIYING JOINT OWNERS
In the n... a' the decadtlnt end two other p.non..
1 DIVIDED IV 1 (JOINT OWNERS) DIVIDED IY l lSURYIYDRS). . .167 X lDD . 16.7J CTAXAIlE FOR EACH SURVIVOR)
I. The p.rcent taxabla 'or ....ts cr..tad w1thln anti y.ar 0' the decedent'. de.th or acClUlt. owned by the cMcltdent but held
In tru.t 'or anothlir Indlvldua1(.) (tru.t b.,...Ucl.rlash
1 DIYIDED IV TOTAL ~IER OF SURYIYING JOINT
OWNERS OR TRUST IEHEFJCJARIES
[1l..1al Joint account rlghtared In the n... 0' the decadent and two ather p.non. end ..tabUIIhad within one yaar a' d.ath by
tM decedent.
1 DIVIDED IV 2 (SURVIYORS) ..50 )C U10 . 5Di( (TAXABLE FOR EACIt SURVIYOR)
X 100 . PERCENT TAXAllE
4. ThI.-aunt subJect to tlW (line 4) 1. det.raload by aultlplylng the account b.lanc. (line 2) by the psrcent t,xabl. (line 5).
S. Entar the tot.1 a' the debt. and ~tlane Il.ted In p.rt J.
6. The 'IOU'1t tlllabl. Ulna 6) .. d.t.r.lnad by .ubtractlng the debt. and deducUon. nine 5) 'rOIl the e.owlt .ubJect to tax 01". 4).
7. Entar the approprlata t.x rat. (lln. 7) .. datar.ln.d below.
A. Far dat.. 0' death occurring a,t.r 6/5D/94, the t.x rat.. 'or tren.,.r. to spous.s ara I' 'allow.,
1. O.t.. 0' death on or .,t.r 7/1/94 and b.'or. 1/1/96 the rat. 1. l~.
2. o.t.s 0' d..th on or ,'tar 1/1/96 end ba'or. 1/1/97 the rat. 1. Z~.
1. O.taa 0' death on or a,t.r 1/1/97 end b.'or. 1/1/9. the rat. 1. l~.
4. Olta. 0' d.ath on or .,t.r 1/1/9. tran.far. to IpouS.. will be Illaapt 'roe t...
Nota. For d.t.. a' death prior ta 7/1/94 trln.,.r. to .paul" .r. tax~l. .t 6~.
.. Tran.',rs to lineal de.c-ndants Including 'ather, aothlr, .on, dIluoht.r. granckhlldrWl, .on~ln.l...,
d8Ughtlr.ln~I.., .tepchlld and thalr l.tua ara taxabl. at .lx percent (6~J.
C. Tran,'.r. to .11 other. Including brother, sl.t.r, unci., aunt, n.Phew and nlec. .ra t.xabla .t ,l,t..n ~rcent (15%),
D. If YOU ct.nge the tax rat., pl.... lpaclfy your rel.tlon..,lp to the dacadent In the .r.. prOvided.
e. The -.aunt 0' t.. ~ nine I) h dahralnad by aultlphlne the .-aunt t.x_l. Ul.... 6) by the to rat. (U". 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AU.,.,.bI. debts and deduction. ara dat.r.lnad II fallow..
A. You legally .r. r.apon.lbl. 'or p'vaant, or the ..t.t. IUbJ~t ta ~Jnl.tr.tlan by . personal repr.aant.tlv. 1. Insuf'lclent
to p,y the deductibl. It....
.. You M1tually paid the debt. .ttar d..th a' the dKedent WId cen 'urnhh proo' 0' p....ent.
C. Debt. baing cl.laed .u.t b. It..lzed 'ully In P.rt 1. l' eddltlonal .plC. I. needed, u,. pl. In p~.r e Ill" x II". Prao' D'
pa..-nt ..y tHI reque.ted by the PA DapertHnt a' R.v.,...
.... TAXPAYER ASSISTANCE
'i.".' ...IF YOU NEED FURTHER INFORMATION DR ASSISTANCE, CONTACT ANY
.....,'....'..,...'.... REGISTER OF WILLS. PA DEPARTMEHToF REVENUE DISTRICT OFFICE
.,"", OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
,.,..,..'.. HARRISBURG AT..(717) 787-8327 . TDD' (717) 772-2252 (HEARINOIMPAIRED ONLY)
-
PRIVATI
DATI
DeSCRIPTION OR CODE
,
C.
ACCOUNT
IU"t4CI
"YOUNT
2/28/9
Balance Forward
-0-
H""" Il........ a." A,o Sl<u.a.ao
.. J, 11ft 1/",.1' ~ DA"S 10 .00 ....
A'''''&' .It..~. ..,II4.D ~1t'U4D tlN;r
., '"1 H' ;t 011" ~ /. ,00 oW
J1'.'1. CltAAU Ii.c ~'N6 /,co
"i. f~ i<JN'LII IN II...., '1 "..s Ii) 'It.oo
/tfiN4H 1.4.., SM" 61.""
"," ~ D."'&s' .... /JH4IH. Ii 9'
"".,,, a.....'" 6",1, ....."
UN"A. 0 n.
>>.J>r CD
a.,,~
J'U.OO
~~U4 jjI~'~c .ca.
D4
o
,Jf:/D ~....
"
ODD FELLOWS HOME OF PENN....
999 WUT HARRIBBURG PIKE
MIDDLETOWN, P..., 170117
PHONE (717) 944.331l1
PAY LAST
AMOUNT IN
THIS COLUMN
\
.' 1
PRIVATE
DATI DESCRIPTION OR CODe ~ ACCOUNT
"MOUNT IALANCI
c.
4/17/95 Balance Forward 3510 2
tit /9 S- i>'7A.I. d, t'k, 111, 3$/0 ! 5:;). _0 - r
. ..,,,,eIL .....co.
trjsJ,~ u",... PliO) 9,~;;I" I>l 10 7f 10 7t I
,..h19. IJI.,.,L r.,Ju"'n4l~1tl "'.M - (, Do " 78
/:J -... /)
I r /7~_L; /
1./ '-'
PAY LAST
ODD FELLOWS HOME OF PENNA. AMOUNT IN
999 WEST HARRISSURG PIKE THIS COLUMN
MIDDLETOWN. PA, '70!l7
PHONE (717) 944.33!l1
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RE~-1548 EX AFP (12-94*
eOHHOHWEALTH OF PENNSYLVANIA
DEPAATHENT Of' REVENUE
IUREAU OF INDIVIDUAL TAXES
DEPT. Z8D601
HARAISIURG, PA 171".0611
NOTICE or INHERITANCE TAK
APPRAISEKENT, ALLONANCE OR DISALLONANCE
or DEDUCTION. t, AND ASSEBSNENT or TAX ON
JOINTLY HELD OR TRUST ASSETS
DATE 09-25-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
COUNTY
CUMBERLAND
FILE NO. ,;). 1- 95 -,5"YrR
S.S/D.C. NO. 166-20-6094
ACN
95131581
PEGGY STANK
30 CORNELL DR
CAMP HILL PA 17011
REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..lthd
CUT ALONG THIS LIHE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:i54-i-EiC-AFP--fi2~94"j-----------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAXSEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 09-25-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
COUNTY CUMBERLAND
FILE NO. S.S/D.C, NO. 166-20-6094
TAX RETURN WAS. (XI ACCEPTED AS FILED (I CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95131581
FINANCIAL INSTITUTION. FNB BANK NA
ACCOUNT NO.
500-0001461
TYPE OF ACCOUNT I (I SAVINGS ( I CHECKING ( I TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 08-11-78
Account Ba1snce
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
15,033,43
0.166
2,505,62
3,605.00
.00
,06
,00
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS, MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+ I
INTEREST (-I
AMOUNT PAID
TOTAL TAX CREDIT
8ALANCE OF TAX DUE
INTEREST
TOTAL DUE
o Ir PAID AFTER THIS DATE, SEE REVERSE rOR CALCULATION OF ADDITIONAL INTEREST. .
I IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRl1 YOU NAY SE DUE A REFUND.
SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTION., I
.00
.00
.00
.00
ClC. :1J
~ f,::' '0
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t:i
....1
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PUIlPOII ...
HaTlCE.
T. 'ul'lll the raqulr--.nt. a' Sectton 214D 0' the Inheritance and E.t.t. Tax Act, Act II a' 1991. (72 P.S.
IHUon '140).
PAYlCHTI
Detach thll top portion 0' this Notlc. and sut.1t ..lth Your p.YIMlnt to the R....t.,. 0' NUb printed on the
rav..... ,Ida.
.... Hek. check or ..... order P.yabl. tOI REGISTER OF NILLS, ACEHT.
AU pevaanh rae.IVad lhall 'Ir.t b. applied to MV Intar..t Which "V b. dlM, with any re..lnder applied to tM tax.
ItU\IW (eR) I
A r.'und a' . t.x cr.dit, whiCh .... not raql.~..tad on the tax r.turn, "V be r.quastad bv coapl.Ung an "Appllc.Uon
'or A.,und of P~'vlv,"l. Inherltenca and E,tlt. Tax" (REV~1111). application. .r. .v.llabl. .t the D,,!co 0'
the Raght.r of Willi, any 0' the Z3 RawWtUa DhtrJct OfficII or by u111ng the .pecl.l l4"hou,. ..,....rlnD ..rvlce
nuaber. 'or 'or.. ordering, In PennIY!v..,.. 1~IDa.16l-lasD, outs Ida Penn.Ylvanl. and within loc.l
f~rrlabur. .t.. (7171 717-8D94, TDD' (717) 17Z~lZ5l (Haatlng I~.lr.d Only),
OI,lfCtJOHI.
Any p.rty In Intar..t not ..U.fled with the epprahMant, aUovenca or dl..uovanc. 0' daducUon. or ..........t
0' tax (lnclucUng dhcDUrlt Dr Int.,...t) as shown on thh NoUn "Y obJeat Nlthln s!Jety (60) dly. of rae.lpt 0'
thh NoUn byt
....r1ttan prot..t to the PA Depart...,t 0' Revenue, lo.rd 0' Appel", Dept, 211021, Harrisburg, PA 1712I"ID21. OR
.....lectlng to have the .att.,. at.r.lned at the MJd!t a' the account 0' the per.onal repr.s."t.u.v., OR
--.....1 to tM Drpe.,s' Court
A,,"IN-
liT_AllYl
COIIR!CTJDNlI
F.~t~l arror. dl.cav.rld on thl. ..s.....nt .hould b. addr."ed In ..rltlng tal PA D.plrtaent a' R.venue,
lurlau 0' Indlvldu.l T.x.., ATTHI Po.t A.s....ent R.vlaw unit, DEPT. Z10601, Harrl.burg, PA 17121~0601
Phone (717) 717-65D5, Sa. P-a. 1 of the booklat Mln.tructJonl for I~rltanc. TIK R.turn for. R..ldant
Decadent" (R[VwI501) 'or an Ixplanatlon D' ~1"lstr.tlv.l~ carr~tabl. arror..
DIICOUHT.
If M~ tax due .. p.ld within thr.. (5) nIMCt.,. ~th. att.r the decHant'. da.th, . '1". percent (n)
dhcount 0' the t.x paid" .llow.d.
IHTER!IT I
Int.ra.t 1. charged b.~lnnlna with flr.t da~ a' d.llnquency, or nln. (9) ~th. and ona (I) d.y
'rCNI the dat. 0' dMth, to the ct.t. 0' p.yaent. Tax.. which bee... dallnquent be'orl January I, 19lZ
bear Int.r..t .t the rlt. a' .1K (6Xl p.rcent par annua c.lculated at . dally rat. of .OODI64.
All tax.. which bee... delinquent on or a,t.r J~ry 1, I"l will b..,. Intar.st .t . r.t. which ..111 w.ry 'roa
calendar Y.lr to calender y..r ..lth that rat. announced by the PA o.p.rtaent a' R.venue. The IPPIJcabl.
Jnt.r..t nt.. 'or 191Z through 1995 .rl'
lilt Inter..t Rlt. D.lly 'nt.r..t Faetor
bar
Int.r..t Allt,
D..lv Inter..t Factor
1912
1911
1914
.,15
1'16
-"Int.r..t
ZOX
16X
IIX
lSX
lax
1. celcul.tad a.
.DO0541
.00D4]1
. DODSDl
.DDD556
.DD0274
fOllow..
1987
1911-1991
1991
1991-1994
I...
.X
IIX
OX
1lt
'X
.DDOZU
,OD0301
.DDDl47
.ODDI9Z
.OD0247
INTEREST. BALANCE OF TAX UHPAID X NVIIBER OF DAYS OELINQUEIfT X DAILY INTEREST FACTOR
--Any Notlc. l.sued .,tar the tax beco... d.llnquent will r,'lact an Int.ra.t c.lcul.tlon to ,l't-.n (15) d.y.
beyond the data 0' the ........"t. If p')'IIant .. .... att.,. the Intanlt co.put.Uon data ahcMIn on the
Notlc., ~ltlanal Int.r..t aust be c.lcul.tad.
j-
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"\:--'-"----"---.-'-_.._..- "'
j
15 - 'Ii-;
V'
REV-1548 EX AFP (12-94*
c~AlTH OF PEHHSVlYAHIA
DEPARTHE"T OF REYENUE
8lJ1EAU Of' INDIVIDUAL TAXES
DEPT. za06D1
HARRISBURG, PA 17Il'~D6DI
NOTICE OF INHERITANCE TAX
APPRAISENENT. ALLOMANCE OR DISALLOMANCE
OF OEOUCTION~, AND ASSESSNENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
DATE 09-25-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
COUNTY
CUMBERLAND
FILENO. ;;Jj-q5-S~
S.S/D.C. NO. 166-20-6094
ACN
95131719
PEGGY L STANK
30 CORNELL DR
CAMP HILL PA 17011
REHIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aaount R...itt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
Ri!v=isiii-Ejf-AFi>-fi1i=941----.----------------.-------..-----------------.-----------------------------.....-
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX OH JOINTLY HELD OR TRUST ASSETS
DATE 09-25-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 166-20-6094
TAX RETURN WAS, (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95131719
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BK S TR CO
ACCOUNT NO.
00104692B1
TVPE OF ACCOUNT, (I SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 03-~5-94
Account Balanca
Percent Taxeb1e X
Amount Subjact to Tax
Debts and Deductions
Taxab1a Amount
Tax Rate X
Tax Due
9,285.36
0.166
1,547.59
1,755,00
.00
.06
.00
NOTE, TO INSURE PROPER CREDIT,To
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TOI
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+1
INTEREST (-I
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
, IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ·
I IF TOTAL DUE IS LESS THAN II, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CH), YOU HAY BE DUE A REFUND,
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
,00
.00
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.00
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PURPOS< OF
NOTICE.
To 'ulflll the raqulraaants of Section 2140 Q' the Inharltenc. end E.tat. T.x Act, Act lZ of 1991. (7l P.I.
Section 2140).
PAVHEHTI
Detach the top portion 0' thh Notlc. end ~lt with ~our p.pent to the Aqht.r of WHII printed on thtl
rav.r.. side.
... HIk. chack 0,. IIOMY ord.,. pnabl. tal REGISTER OF WILLS, ACEHT.
AU p.Y8Iht. rKalvlld shill tlr.t be appU.d to ....y Int.....t which ..y M M, with an>>, r...lndl,. 1IPP1lad to tM th,
REFUND lCR) I
A n'und 0' . tax crlldlt, which w.. not raqua.tad on the tax return, .ay be r.....tld by caapl.Una an "Application
'or R.,und Q' P.nn.ylvanl. Inherltanc. end Estat. Tax" (REV~1113). Applications .r. .v.llebla It the D'flc. 0'
the Reglst.r a' WillI, any of the 23 R.v~ Dl.trlct Df'1c.. or by call1na the .paclal Z4~hour ."....rlna ..rvlca
nuaberl for 'or.s ord.rlnal In Pennsylvania 1.aDD-16Z.lD50, out. Ida PennsYlvania and within local
Harrlabu!D ar.. (717) 11'-ID'4, TUDI (717) 77l~ZZSZ (Hearing l.palrlld Only).
Any p.rty In Int.rast not s.tl.,lad with the IPPral..aent, allowanc. or dl.allowanca 0' deduction. or ........nt
of tax (Including dl.count or Int.r.st) I' shown on this Notlc. ..y obJ.ct within .Ixty (60) daVI 0' rec.lpt 0'
thh Notic. by'
.~wrlttan prat..t to the PA Depart.ant 0' Aav.nua, laIrd 0' App.al., Dept. ,alOll, Harrl.burg, PA 171Za-lDZI, OR
u.htct!na to have ttM ..tt.r d.t.r.1Md at the audit 0' the account of the person.l rapr...nt.U...., OR
.......ppe.. to the Orphans' Court
OIJECTlOHSI
ADMIN"
ISTRATlVE
CORRECTIONS.
F.ctual arrar. dlscov.red on thl, .....s.ent ~ld ba add,...s.d In wrltlna tOI PA D.partaant 0' R.venu.,
luraeu 0' Individual Tax.., ATTNI po.t A.....aant R.vl.w unit, DEPT. 2ID6DI, Harrl.burg, PA 1712a~06DI
Phone (717) 717~6SDS. S.. p.ge 1 0' tha bookl.t "In.tructlon. 'or Inh.rlt8nCa TRM R.turn 'Dr. R..ldent
Dac~t" (REV-ISD1) 'or an .xplan.tlon 0' ~lnl.tr.tlv.1Y corr.ctabl. arrDr..
DISCOUNTI
I' any taM dUe 1. p.ld within thr.e (1) c.landar aonth. .,t.r the d.c.d.nt.. d.ath, . 'Iv. p.rcant CS~)
dl.count of the teM p.ld 1. allowad.
INTERESTs
Int.r..t 1. charged beginning with flr.t day of d.llnquency, cr nln. (9) aonth. end on. (1) d.y
'rOll tt. date 0' d..th, to tn. d.ta 0' p.y.ant. Tu.. .....Ich b.c... d.linquent ba'ora J......ry 1, 19112
be.r 1nt.r..t .t the rat. 0' .1M (6~) p.rcent per annul calculated at a dally r.t. 0' .00DI64.
All tu.. which bac... dallnquent on or .,t.r Januarv I, 19az will b..r Int.r..t .t . rat. .....lch will v.ry fro.
calandar y..r to c.landar y..r with th.t rata lWMJUr\Ced by ttt. PA Dap.rt.."t 0' R.vlM'lUI. The applicabla
lnt.r..t rat.. 'or 19a1 thrOUGh 1995 .r.s
'lUr Int.r.at Rat. Dallv Int.r..t Factor xur Int.,..st Rat. D.llv Intar..t Factor
1982 ..~ .0DD54. 1917 9~ ,DD0247
1983 lOX .DDDUa 19"-1991 II~ .DODSOI
1984 II~ .DoolOl 1992 9X .DD02o\7
1985 U~ ,ODDSS6 199]"1994 n ,OD0I92
1916 I'~ .DDD2n 199. 9~ ,DDDlU
--lntar..t h c.lcul.ted .. 'allowss
INTEIIElIT . BALANCE OF TAlC UNPAID X HUNBER OF DAYS DELINQUENT X DAILY INTEIIElIT FACTOR
--Any Hot1c. l..uad .,t.r tt. taM baco.t. d.llnquent will r.'l.ot In Int.r..t c.lcul.tlon to ,l't.an (15) day.
bayond the data of the ..........t. If p.y.....t h uda aft.r the Jnt.r..t caput.tJon dat. .hown on tM
Notic., additional Intar..t ault be calcul.ted.
.
I
,
, . ._.~.~- .,.~.,....._-_._-..----.,.
'( .;
v
/5- </Y-I
C'./
REV-1548 EX AFP (12-94*
COKHONWEAlTH OF PENNSYLVANIA
DEPAAUtENT OF REVENUE
IUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 171ZI.06DI
NDTICE OF INHERITANCE TAX
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEOUCTION"\ AND ASSESSNENT OF TAX ON
JOINTLY IELD OR TRUST ASSETS
DATE 10-02-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
COUNTY
CUMBERLAND
FILE NO. ';1./- 'l.5-,~riC?
S.S/D.C, NO. 166-20-6094
ACN
95131720
THOMAS H ANTHONY
19 BRETTAGNE ARBORDEAU
DEVON PA 19333
REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt R..i tt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv=isiia-EiC-AFi>-Ciif=94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-02-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
r.OUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 166-20-6094
TAX RETURN WAS. (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORHATION
ACN
95131720
FINANCIAL INSTITUTION I DAUPHIN DEPOSIT BK & TR CO
ACCOUNT NO.
00104692B1
TYPE OF ACCOUNT. ( ) SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 03-25-94
Account Balance
Par cent Taxable X
Amount Subject to Tax
Dabts and Daductions
Taxable Amount
Tax Rate X
Tax Due
9.285,36
0.166
1.547,59
1,755.00
,00
.06
.00
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-I
AMOUNT PAID
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE,..SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, .
IF TOTAL DUE IS LESS THAN 'I, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREon" ( CRJ, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. J
.00
.00
.00
.00
on \0
c: ii,'
:':1 UI
I.')
C'"1
-<
I
"'"
op
I ,1
);> -
-J
. :rJ
.1:1(')
H'
PURPOSE Of
HOTlCEI
To fulfill the raqulr~t. of S.ctlon 214D 0' the Inherltanc. IY1d E.tat. 'IX Act, Act II Q' 1991. (7l P.S,
Sactlon l140J.
PAVl'tENTI
Detach the top portion a' thl, Notice and .ub.lt with your pay.~t to the R.gl.t.r of Will. prlntad on the
r.v.r.. .lde,
..._ "aka check or lIOMy order p.yabl. tor REelSTER OF WILLS, ACENT.
AU Plvs-ntl rec.lvacl .hall Ur.t b. appllad to MY Int.r..t which ..y bl du., with ."y r...1r1d.r appllad to the tu.
REfUND (eA) I
" r.fund of . taM cracllt, which .... not nqullltad on the talC r.turn, ..y be r.qutllt.d by cOIIPlIUna an "Appllc.tion
for R.fund of Penn,ylvanl. Inherltanc. and E.t.t. TllC" (REV-I1I1J. Appllc.tlon. ar. Iv.llabl. .t the D,flc. of
the RIghtar of WIU., MY 0' the Z] R.wenu. Ohtrlct attic" or by ceiling the ,p.elal 24~hour lIn.w.ring ....vlcs
nuabar. for 'or.. ordarlnal In P.nnsYlvanla 1"'DD~162-2DSD, out.lda Pannsylvanla and ..I thin local
Harrlabura ar.. (717) 717-ID94, TDD' (717) 77Z~2Z5Z (He.rlng tapalred Only).
OIJECTIOHSI Any party In Int.r.st not .atls,l.d with the appr.l....nt, .llowanca or dl.allawanc. 0' d~ctlons or ......sent
0' taM (lnclucllna discount or Intarllt) I' .hown an thi. fr'otlce .'Y object w1thln ,blY (6D) day. 0' r.c.lpt 0'
thh NoUce byl
uwrltt., prot..t to the PA Olpart..nt of A.v.nue, loud 0' Appaa", a.pt. 211021, Hurhburg, PA 11121-1021, OR
,,".l.cUnt to h'v. thl ..tt.r d.tar.ln.d at the audit of the ICClX.W'lt 0' the par.an.l repr...nt.Uv., OR
".appe.l to the OrphlW'l" Court
ADHIN-
ISTAAT1Vf:
CORRECTIONS.
Factual .nora dhcoy.r.d on thh ........nt .hoUld b. IKkIr....d In wdUng tOI PA D.partlent a' A.v.nue,
lur..u 0' Individual Tax.., ATTNI po.t A....s..nt R.vl... Unit, DEPT, 28D601, H.rrl.burg, PA 171l8~0'01
PhOM (7U) 787"6505. s.. paga S 0' the bOoklat Mln.trucUons 'or Inherltanc. TeM A.turn 'or . R..ld~t
D.cedent" (REY"UDU 'or an 'l(planaUon 0' adlllnhtnUv.ly correctable errors.
DISCOUNT I
If MY taM due h p.ld w1thln thr.. (]) c.lendar .onths att.r the d.c.dent". d.ath, a tiva p.rcent (5:0
dlscOl.nt 0' the hI( paid h .llow.d.
INTERnTl
Int.r..t II charged beginning ..lth tint dey 0' deUnquency, 0" nine (,) aonth. end one (1) d.y
frOl the d.t. D' de.th, to the d.t. 0' payeant. t.x.. which bee... delinquent ba'or. J~arY I, 1912
be.r Interut .t the rat. 0' .IM (6;() p.rc~t p.r .,..,.. calcul.ted at . dilly rat. 0' .DDDI64.
AU t.x.. which bec... d.Unquent on or .tt.r Janu.ry I, 19U ..Ill bea,. Int.r..t .t a r.ta which will v.ry frOl
calandllr y..r to caltnda,. Y.'" ..lth th.t rata announced by the PA D~art""t 0' R.venue. The .,.pUcable
Int.r.at r.t.. 'or 1'12 through 1995 .r.1 .
'WI: Inter..t A.te O.l1v Int.nlt r.ctor 'WI: Int.r.st A.t. D.I1'1 Inter..t F.cta,.
191Z ZOX .DDD~. 1'17 OX .DDDZU
l'U lOX .ODDUI l'II~I"1 IlX .DDUDl
1984 IlX ,DDnDl .". .X ,000247
l'as \SX .000n6 I"S~l994 7X .0oal'Z
I'" lOX .000Z74 1995 .X .aaOlU
~.lnt.r..t II calcul.t.d .. follaw..
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any NoUce luued Ift.r the tax beco'" delinquent ..Ill r.flect an Int.rut calculaUon to ,1ft.." US) day.
b.yond the data 0' the ......alnt, If plyaant I. .Ida .ft.r the Int.r..t coeput.tlon date .hown on the
Motlce, additional Int.rut ....t be calcul.ted.
/y '/$-1
REV-1548 EX AFP (12-94*
COH"OHWUlTH Of' PEflltSYlVAHIA
DEPAATttl:HT Of' REVEHlI:
IURfAU Of" INDIVIDUAL TAXES
DEPT. lIun
HARRISBURG, PA 17121.a'01
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOMANCE OR DISALLDMANCE
OF DEDUCTION.... AND ASSEBSHEIfT OF TAK ON
JOINTLY "ELD OR TRUST ASSETS
DATE 10-30-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
COUNTY
CUMBERLAND
FILE NO. v</-95 - ,5"t?R
S.S/D.C. NO. 166-20-6094
ACN
95131582
THOMAS H ANTHONY JR
9 BRETTAGNE ARBORDEAU
DEVOH PA 19333
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aatount R..itt.d
CUT ALOHG THIS LINE ~ RETAIN LOWER PORnOH FOR YOUR RECORDS .....
R-lfv:isiii-iif-AFp.-li;r:94i------------------------------------------------------------------------------------
NOTICE OF INHERXTAHCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX OH JOINTLY HELD OR TRUST ASSETS
DATE 10-30-95
ESTATE OF ANTHONY
MARGARET
DATE OF DEATH 04-10-95
COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 166-20-6094
TAX RETURN WAS. (XI ACCEPTED AS FILED (I CHANGED
JOINT OR TRUST ASSET INFORHATION
ACN
95131582
FINANCIAL INSTITUTION. FNB BANK NA
ACCOUNT NO.
500-0001461
TYPE OF ACCOUNT. (I SAVINGS ( I CHECKING ( ) TRUST (10 TIME CERTIFICATE
DATE ESTABLISHED OB-11-78
Account Balance
Percent Taxable ~
Amount Subject to Tax
Debt. and D.duction.
Taxable Amount
Tax Rate ~
Tax Due
15,033.43
0.166
2,505.62
3,600,00
.00
.06
.00
NOTEI TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-I
RECEIPT
NUMBER
AMOUNT PAID
o
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
IF TOTAL DUE IS LESS TNAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE 15 REFLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.00
.00
.00
.00
0(")
!~ ;:-. '0
ti,
""
\.'~I
-,
l...
-
~ .
'.f)
.,u ,
.' I......!
-:r ~r:
P\IIPClSE <If
HDTlC!1
To fulfill the ,.-.ul,...,,, of IeGUon 2140 of the Irharltanc. Dnd Est.t. Tax Act, ItGt zr 0' 1"1. (72 P.S.
IeGtlon 2140).
PAYIIDO'I
Oabch the top portion of this Hot1~ and .w.!t ..Ith vour p.....,. to the A..ht.r of Will. printed on the
,..VIIr.. .Ide.
.... HIk. cMck or .one>> or.r p.plall tOI REOIITD1 OF' WILLI, AGOCT.
AU pev-tt. ,...1'1*1 ..11 tint t. ~l1ed to .", Intar." ....,lch RY be w., Mlth MY r_lndar ..l1tld to the tax.
RE1UND CCRh A raf\l'td 0' . tax credit, which .... not ,......tad on the tax ,.aturn, .., be raqu..tMt by cOllPhtlna M "Appl1C11Uon
'or Aafund ., ~IYIVWI1. InharltMCa MIl !steta Tax" (REV-nUJ. AppUc.Uon. .r. avallab1. at U. OttlCII 0'
the R....t.r ., Wllh, MV of the U A...,.".,. Dhtrlot offte...,. by CIIIUng the specl.1 U~hou,. M....rll'll ..,...,tell
nuaber. 'or fOrtll order-lngl In p."n.ylVMI. l-IOD-S62-USO, cutllda ~.,IVM1. WId ..lthln loc..
Harrlllbura .r.. (717) 7I7-IDM, fDUI (717) nz-un C....rlng I~lr" OnlY).
OIJECTIDHSI Any p.rty In lnt....st not ..thf!ad with the appr.l......t, .ll~ or dl..l1~ of deduction. or .........,t
0' taw: (including dlllCOU1t or Inter..U .. shown on ttll. NoUce MY obJlClt within .bcly (601 day, of racalpt of
this Notlce byl
--.,rlll.., prot..t to the PI o.part...,t 0' Rav......, ao.rd D' Appall", Dept. 211011, HerrllbUrg, PA 17111-la21, OR
--alItCU", to hw. thai ..tt.r dat....lned at the -..lit of the eocount of the paraonal rapr..entatlv., OR
..-.....1 to u. Orphana' Court
AmtIH-
lITAATlV!
CDRMCTIDNSI
'aotu.l arrar. dhcov.red on thie ........"t IIhould be ~r..Md In writing tOI PA u.partHttt 0' A.venue,
lur.", 0' Indlwldual Tu.., ATT'" Poat A.H.......t A.vl... Unit, ODIT. 210611, Hlrrhburl, PA 17U'-06DI
Phone (717) 717-6IDI. s.. page S 0' the booklat Mln.truotlon. 'or Inherit~. Tax A.turn 'or . R..ident
Decedent" (REV-II01) for an .xpl~tlon 0' adalnl.tr.tlv.IW corrao tabla .rror..
DIICDUfTI
If '"" ta due .. paid within thr.. (1) cal__r .onth. .tt.r the daocedent'a death, . ,lva percent (5);)
dhcount 0' the tax paid .. .UIM*f.
IHTDtUTI
Int.r.at h cn.rgad beglmlng with tirat day 0' delinquency, or nine (,) .onth. and one (1) ct.y
'rOIl tM data 0' ....th, to the data 0' p......t. Tax.. Which ~ dall,....,t be'or. .Janu.rv I, 1t1Z
~r intar..t .t the r.t. 0' .1M (6%) percent per annua calcul.ted .t . da11v rata of .00Dl64.
AU tua. Wi1ch bee_ delinquent on or .ftar January 1, 1912 ..111 Mar Int.r..t .t a rata which w111 wry 'rOIl
calendar y.ar to calendar year with t~t rat. ennow'ICtId by the PA Dapart..,t of A.venue. TN -..lIcabl.
Int.r..t rat.. for 19'2 through 1"5 .r..
~ Intl,...t R.t. Oellv Int.,...t F~to,. ~ Int.,...t R.t. O.lh, Int.r..t FltCtor
nn 2.~ .DDDS4' 1917 OX . UU47
ItlS lOX ,DDDU' 1'''~I''1 II~ ,UnDl
I'" II~ .DUnl 1"2 'X .DGUU
1915 ISZ .D'nltal 1991-1994 n .0UI9l
I'" ..X ,'00274 I"' .X .UU47
--Int.r..t J. calcul.ted .. 'ollow.1
IIlTEIlElIT . IAUXCE OF TAll UIlPAID X NUKlER OF DAYB DELINQUEKT X DAILY IIlTEIlElIT FACTOR
--Any Notic. luuad .tt.r the tax bee... dallncNant ..lU nflaot an Int.r..t calculaUon to '1ft... nl) My.
beyond the ut. a' the .........,t. If p......t .. ..... .tt.r the Inhr..t coaput.Uon dIIt. Ihow1 on the
NoUe., additional Int.r..t -.J.t be calcul.ted.