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Home My WebLink About95-00597 REV-1543 EX AFP (8-941_ COMMONWEAL I" Of P[NNSVL..... ANIA DEPARTM[NT or R(V[NIJ{ '. BUREAU Of INDIVIDUAL tAXES . D[P'. zaOUI ( tIARAISBURG, PI 1111l-0601 15- C/ 1- .3 .' I INFORMATION NOTICE AND TAXPAYER RESPONSE r ~l rf"! _! I FILE ACN DATE NO.21 95105223 02-23-95 u C'~' l. ~ , : 1\ ~ :.) ()U ESTATE OF EDNA M ZEIGLER 5.5. NO. 162-22-0112 DATE OF DEATH 11-13-94 COUNTY CUMBERLAND TYPE OF ACCOUNT ~ SAVINGS CHECKING TRUST CERTIfiCATE REHIT PAYHENT AND fDRHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 11013 PEGGY E ZEIGLER 1001 FORGE RD CARLISLE PA 11013 FARHERS TRUST COHPAHV ha, ptOllldBd the Depert..nt with the In'or..llon lI.t.d bllow which h.. bun used In ulcui.Ung the potentia. t.~ dU.. Thllt r.cord. Indlcat. thlt It the d..th of the abovI dlcedent, yOU ....t. I joint owner/beneficiary of this ICCOunt. If you f..l thl. In'or..tlon I. Incorrect, pl.... obt.ln written correction frol thl tlnlnel.1 Institution, attach. COpy to thl. 'or. Ind return It to the abovI .ddr.... thl. account I, taxabla In accordanca with tha Inharltanca TIK llw. of the Coa.onwaalth of Plnn.ylvlnll. ",..\Ion. '.)' lie Dn....II." 1.., "..11111" ftl;-) 7':" c,::7. COMPLETE PART 1 BELOW M Account No. 10-54643 M M SEE REVERSE SIDE FOR Doh 02-01-90 E.tablhhad FILING AND PAYMENT INSTRUCTIONS Account aalanca 4,663.36 Parcant Taxabla )( 50.000 Allount SUbject to Tax 2,331.68 TalC Rata )( .15 potonUol To. Duo 349.15 PART TAXPAYER RESPONSE !Ill FAILURE TO RESPOND ifILL. RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON. THIS NOTICI! A. 0 Tha IIbova Infor..Uon .nd tIll dua I. corrlct. I. You s.y chao.. to r.slt Plv..nt to the Rlgl.t.r of Will. with two cop I.. of thl. not Ie. to obtain a dl.count or avoid Intlr..t. or vou .sv chIck ball "A" and rsturn thl. not Ie. to thl Rlgl.t.r of Wills and an offlcl.l ........nt will b. I..uld bv the PA Dlp.rt.ant of Rav.nu.. To In.ur. prop.r credit to vour .ccount, two (2) copl., of thh noUes .u.t .ccoaplny your pav..nt to thl R.gl.t.r of will.. Hlk. ch.ck plv.bls tor "Rlvl.t.r of Will., Ag.nt". HOTEl If t.ll Plv..nt. Ir. ..d. within thr.. CSJ lonth. of tha dacad.nt.. data of da.th, vou .av daduct a 5~ dl.count of tha tall due. Any Inh.rltanca tlM due will baco.. dlllnquant nlna (9) .onth. .ftar tha datI of da.th. [CHECK ] ONE BLOCK ONLY 8. c:J Th. abova ....t ha. blln or will b. r.port.d and tall p.ld with 'h. P.nn.vlv.nl. Inh.rlt.nc. Tall raturn to b. fll.d bv the d.c.d.nt.. r.pr...ntatIYI. C. 0 Th. .boye Infor..tlon l~ncorract .nd/o~abt. and deduction. war. plld by you. You au.t coapleta PART L!J .nd/or PART L!J balow. If you Indlcat. . dlffer.nt taM r.te, pl.... .t.t. your ralationship to dec.dent, OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART @] TAX RETURN - COMPUTATION LINE 1. Data E.t.bli.had 2. Account Oalanc. S. Parc.nt Taxabl. 4. Allount Subj.ct to rax 5. Dabt. and Deduction. 6. Allount Taxabl. 7. rax Rate e. T8)( Due TAX ON ..IIlJNTofTRlIllT ACCOI.INTR ....v .,. -...,......_.._..___._ "F I 2 3 ~ 4 5 6 7 ~ 8 :J:~ ~ I. I,.~/ t) ,}:\ -J /, /., ~ (1~ I:>' if. r; . DEBTS AND DEDUCTIONS PIID 1 2 3 4 5 6 7 8 CLAIMED PART ~ DATE PAID PAVEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Co~putatlon) I . Under p.naltia. of cOIlPla~a, to the b..t~f l(l( ~~) ~ TAXPA ER ATU perjury, I declare that the fact. I .Y knowl.dge and bali.f. () r:"J/J, hev. reportad above are tru., correct HOME (7;-J):) (I =-?-07 7 7 WORK ( 11 ) TELEPH NE NUMBER ond DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"EHT with ,ppllUble Int.r..t bu.d on Infor.,tlon tubaltled by the flnenel,1 In.Ututlon. Z. Inh.rlt~c' '1M b.c~" dlllnquent nln. lonth. .fl,r the dlc,d,nt', dlt. of d,.th. S. A Joint 'CCD~t I. t,.abl. .ven though the dlc.d.nt', n... "I' edded II . ..tt.r 01 conVlnlenc.. _. Account. Clncludlng tha.1 held betw..n hulb.nd end "If.) which the dlcld.nt put In Joint n.... within on. y..t prior to d.,th .t. fully t,.abll .. tren,'.r.. S. Account. .,tibll,hld Jolntlv b.twlen hulband and wlf. lor. then on. y..t prior to d..th .t. not tl.,bl., .. Account. held by . dlcedent "In trulI for" anothlr or oth.r. .t. t,.abl. fully. REPORTING INSiRUCTIONS - PART 1 - TAXPAYER RESPONSE I. alOCK'. 11 1M Infor..Uon and cpPUhUon In the notice .t. corrul and deduction. .t. not bllna el...,d, phu en "X" In block "A" of P.rt I of the "T._p.~.r RI.pon,l" 'Ictlon. Sign two copll' and .ub.lt th.. with your chick for thl ..ount of tlX to tM R.ahtlr of wUh of thl county Indlnt.d. Th. PA Dlplrt...,t of Rlv.nul will Inu. an offlcl.1 .......ent eFor. REV-IS.I EXJ upon rlc.lpt of the r.turn frol the R.al.t.r of Will.. 2. ILOCK I _ If the ....t ,p.clfl.d on thl, natlc. hi' bl.n or will b. r.part.d and t._ p.ld with the P.nn.vlvenll Inh.rltanc. Tlx R.turn fll.d b~ the d.c.dent'. r.pr..lnt.tlv., pl.c. en "X" In block "a" of Part 1 of thl "T.xplVlr AI.pan.." ..ctlon. Sign on. copy end r.turn to the PA D.p.rt..nt of A'Vlnu., lur.au of Indlvldu.l T...., D.pt '10601, Harrl.burg, PA 1112a.0601 In th. Inv.lope prayldld. 5. aLOCK C . If the not Ie. Infar.atlon I, Incorr.ct Ind/ar d.ductlan. .r. b.lng cl.I..d, ch.ck blot.k "C" and coepllta Plrt. Z and S .crnrdl~ to t~ In.tructlon. b.low. Sian two cool.. .nd .ub.lt th.. with your chick for thl ..ount of t._ ply.bll to the R.gltt.r of will. of the county Indlcat.d. Thl PA D,plrt..nt of A.v.nul will I..u. an official ........nt (far. REV~IS.I EXJ upon rle.lpt of the rlturn fro. thl R.al.tlr of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Ent.r the dlt. the ICCount orlaln.llY wa. .,t.bll.h.d or tltl.d In thl ..nn.r ..I.tlng .t data of d..th. HOTEl for a d.c.dent dylna aft.r 12/12/lt, Account. which the d.c.dant put In Joint n.... withIn an. el) y..r of d.lth .r. hubl. fullY II trlln.fa". lIow,vlr, th.re h an ._clu.lon not to ..c..d 15,000 per tren.fer.. reaerdl... of thl y.lu. of the .ccount or the nuab.r of .ecaunt. h.ld. If . daubl. I.t.rl.k (N.) .pp..r. b.forl ~our flr.t n"1 In the eddr... portion of thl. notlcl, the .',000 ..clutlon _lr.edy h.. b.en d.ductld fro. thl .ccaunt bllanc. .. r.part.d b~ thl flnancl.1 In.tltutlon. 2. Ent.r the total balanc. of the .ccaunt Includlna Intlrl.t .ccru.d to the d.t. of dl.th. 5. ThI parcant of the Iccount th.t I. t'Mebll for I.ch .urvlyar I. d.t.raln.d .. follow.' .. ThI plrcent t..abl. for Joint ....t. ..tabll.h.d .or. than an. y.ar prior to thl d.c.d.nt.s d..thl I DIVIDED BV TOTAL HUHIER OF JOINT OWNERS [x..pl., A joint ....t r.al.t.r.d DIVIDED IV TOTAL NUHIER OF X 100 . PERCENT TAXAILE SURVIVING JOIHT OWNERS In the n... of the dlc.d.nt end two other p.r.an.. I DIVIDED BV 1 (JOINT OWNERS) DIVIDED av Z CSURVIVORS) . .161 X 10D . 16.7X CTAXAaLE FOR EACH SURVIVOR) B. Th. p.rc.nt t...bll far ....t. cr.at.d within on. y.ar of the d.c.d.nt'. d..th or .ccount. own.d by the dlc.d.nt but h.ld In tru.t for anoth.r Indlyldual(.) Ctru.t b.n.flcllrl..), 1 DIVIDED BV TOTAL HOHlER OF SURVIVINC JOINT OWNERS OR TRUST BENEFICIARIES X 100 . PERCENT TAXAaLE EM.apl.1 Joint .ccount r.al.t.r.d In the ne-. of the d.c.d.nt and two ath.r Plr.on. and ..tabll.h.d within en. V..r of d..th b~ the d.ced.nt. I DIVIDED IV Z (SURVIVORS) . .SO X 100 . 50:< CTAXAILE FOR tACIt SURVIVOR) 4. Th. ..aunt .ubj.ct to t.. Cllnl 4) I. d.t.r.ln.d by aultlplYlng the account balanc. (lln. 2) by the p.rc.nt t...bl. Clln. 5). S. Entar the tot.1 of the d.bt. end d.ductlon. II.t.d In Plrt 5. 6. In. ..uunt t...bilf (lln. 61 II d.t.r.lnld b)ll lullt,..ctlng the ClltbU ana LJ.iJUCtlOI" tlln. ~) tro. lh. ..aunt .UUJICt to tu BinI 10). 1. Entl~ the approprl.te t'M ret. Clln. 7) e. d.t.r.ln.d b.low. A. Far d.t.1 of dl.th occurrlna .ft.r 6/50/94, thl t.. rat.. far tran.fsr. to .pou... ar. .. follow'l I. D.t.. of d.ath an or .ft.r 7/1/94 and b.fora 1/1/96 the r.t. II 1X. Z. D.ta. of d.lth an or .ft.r 1/1/96 and b.for. 1/1/91 the r.t. I. 2X. S. Dat.. of d.lth on or .ftlr 1/1/97 and b.for. 1/1/91 the r.t. I. IX. 4. D.t.. of d.lth on or .ft.r 1/1/98 tran.f.r. to 'POUI" will b. ._.apt fro. t... Hot., Far dat.. of d..th prior to 1/1/94 tran.f.r. to .pOU,I. .r. ta_abl. at 6X. B. Tran.f." to IIn.al dllnndantl Including f.ther, lather, .an, dauahtu, grendchlldren, .an-In~l.w, daught.r-In-l.w, .t.pchlld and th.lr I.'u, ar. t._.bl. .t .Ix parc.nt (6X). C. Trlln.fu. to .11 oth." InclucUng broth.,., "ater, unci., aunt, ",ph.w and nl.c. are ....bl. .t flft..n p.reant US:O. D. If you chang. the ta. r.t., pl.... IP.clfy your r.latlan.hlp to the dac.d.nt In the .r.. provld.d. 8. The lIOunt of t.x due (1In. I) I. d.t.raln.d by lultJplylna thl aaount t...bl. (line 6) by the tax r.t. (1In. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allow.bl. d.btt end d.ductlona .r. d.t.r.ln.d .. follow.. A. 'Iou I'a.lly .r. r..pantlbl. for p.~..nt, or the 'Itat. .ubj.ct to ldalnl.trltlon by . p.r.onal r.pr..ant.tlv. I. In.ufflel.nt to p.y thl deductlbl. It.... .. 'Iou .ctu.lly p.ld the dabt. .ft.r d..th of tha d.c.d.nt and can furnl.h proof of p.y..nt. C. Dabts bllna clal..d au.t b. It..lz.d fully In Part 5. If .ddltlon.1 .p.c. I. n..d.d, u.. pl.ln p.p.r 8 l/Z. Mil". Proof of p.~..nt ..~ b. r.qu..tsd by the PA D.p.rtlant of R.venue. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 187-8327. TDD~ (717) 172-2252 (HEARING IMPAIRED ONLY) .'/- '/:.!i .-(/11 t REV-1543 EX AFP (8-941 *' CO""ONwEAl HI Of P(HNSVl~"NI' . O[PAA'"[HI Of A[VIHU[ BUREAU or INDIVIDUAL '.)0.5 . D[PI. i'1O.01 . tlARRIUURQ, Pi uua-llIot ' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 95108428 DATE 03-18-95 TYPE OF ACCOUNT ~ SAVINGS CHECKIND TRUST CERTIfiCATE REHIT PAYHENT AND fDRHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 11013 I' ESTATE OF EDNA M ZEIGLER 5.5. NO. 162-22-0172 DATE OF DEATH 11-13-94 COUNTY CUMBERLAND '", u: L. ,.-. .J S FRED E Ze-tCiCER 1001 FORGE RD CARLISLE PA 11013 PSECU ha. provided the Dapart..nt Mlt~ the Infer..tlon llltad balow which ha. ba.n u..d In calculating the potential ta. due, Ihalr racord. Indlcet. that at Ih. d..th o~ thl abovI dlcedlnt, you war. . Joint owner/blnaflelaty 0' thl, account. If you f.. 1 Ihil lnfor..Uo" h Incorrect. P..... obtain wrl"". carr.cUD" fro. the financial Institution. attlch. copy to thll for. and r.turn It to thl above .ddr.... Ihl, account I. '...ble In accordanca with the Inherltanca Ta. Law. of the Co.~..lth of Penn.ylvanl.. Qua.tlon. ..y be anlwared by calling e7111 1a7~eSI1. COMPLETE PART 1 1I1!1.0W II II II SEE iiEVER3t: 3IIlt: ron rILIHO AND PAYMENT nl!lTAIU~TJONS Account No. 0162220112-2 Data 06-30-93 E.tablhhad Account Bdanca 2,083.43 Parcant Ta.abl. )( 50.000 AMount Subjact to Ta. 1,041.72 Ta. Rata M .06 Polontlal Ta. Duo 62.50 PART TAXPAYER RESPONSE COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE A. ~ The above Infor..tlon and la. due I. corract. ~ 1. You .ay choo.e 10 rD_11 pav.-nt 10 the R.gl.l.r of Wills with two caple. of thl. notice to obtain a dl.count or avoid Intar..t, or you ..y check bo. "A" and return this notlc. to the Ragl.t.r 0' Will. .nd an of'lcial ........nt will be I"u.d by Ih. PA D.p.rte.nt 0' Rav.nu.. 10 In.un prop.r cr.dlt to your account, two IIJ copl.. of thl. notlc. au.t accoapany your pay.ent to the Regl.t.r 0' Will.. Hake c~.ck payable tal "Ragl.tar of Will., Agent". HOIEr If te. pay.ants ar. eada within three eS) aonth. of the dacadant's data of d.ath, yoU a.y daduct a 5~ dl.count of the t.. dua. Any Inh.rlt.nc. t.. dua will b.coa. dallnquant nln. (9. aonth. aft.r the data 0' da.th. [CHECK ] ONE BLOCK ONLY I. c:J Th. abova ....t has ba.n or will be report.d and ,.. paid with the Pann.yl~anla Inharltanca T.. raturn to ba fll.d by the d.c.dant', rapre..ntatlv.. C. c=J The abova Inforaatlon I~ncorrect andlor dabt. and deduction. war. paid by YOU. You au.1 coaple'e PART l!J and/or PART ~ below. If you indic.t. . diff.r.nt ta. r.t., pl.... .tata your r.lation.hip to d.cad.nt, OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART @ TAX RETURN - COMPUTATION LIU:: 1. Date EctZlblhheri 2. Account eal.nc. 3. P.rcant Tal(abl. 4. AMount Subjact to Tal( 5. D.bt. and Daduction. 6. AMount Ta.abl. 7. Tax Rat. 8. T.x Du. OF TAX ON JOINT/TRUST ACCOUNTS 1__ 2 3 M 4 5 6 7 M 8 PART ~ DATE DEBTS AND DEDUCTIONS PAD 1 2 3 4 5 6 7 8 CLAIMED PAID PAYEE DESCRIPTION AMOUNT PAID Under panalti.. of ata to tha ba.t of /C'-;:7, I TOTAL IEntar on Lina 5 of Ta. COMPutation) par jury, I declara that the fact. I In~knoWl.dlila and baU.f. - , ! . COlnp I , h.va raport.d above ara trua, corract <?11 ,;)LJ3- (/177 ( and HOME WORK DATE , GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT with .ppllubla Int.r.., b...d on Infor..tlon lubalttad bll the Unllnclat In.lllullon. 2. Inheritance 'I. bleo... delinquent nln. lontha ,"ar thl dlcedlnt" data of d..th. S. A Joint account I. ta.lbl. IVln though thl dlcedant", na.. wa. Idded .1 . ..'t.r of convenl'nc.. ~. Account, I Including tho.. hlld batw..n hu.band and wi'.. which thl dlcldlnt put In Joint n.... within on. Y"r prior to d..th .r. fullll ,...bl, .1 tran.f.r.. 5. Account. ..tabllshld Jointly balw.." husblnd Ind wlf. lor. thin on. y,.r prior to d..th .r. not ta..bla, 6. Account. hlld by . dlCldlnt "In trult for" anoth.r or othar. .r. t...bl, fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE I. BLOCK A . If thl Inlor..tlon Ind coaputatlon In thl notlc. ar. corract and daductlan. ar. not b.lng clal..d, pl.ca an "X" In black "A" of P.rt 1 of the "t'xp.~.r Ra.pon.." ..ctlon. Sian two cap I.. .nd .ubelt tha. with ~our ch.ck far the aeaunt of tax to the Ragl.tar of Will. of the count~ Indlc.t.d. Th. PA Dap.rt.ant of R.v.nu. will I..u. an offlcl.l ........nt fFor. REV-1S'1 EX) upon t.c.lpt of the t.turn fro. the R.gl.t.r of Will.. 2. aLOCK a - If the ....t .p.clfl.d on thl. notlc. hR' ba.n or will b. r.port.d .nd t.x p.ld with the P.nn.vlvanla Inh.rltanca f.x R.turn ,11.d bv the d.c.d.nt'. r.pt...ntatlv., pl.ca an "X" In block "a" of P.rt 1 of the "I.xp.~ar R..pon.a" ..ctlon. Sign an. copy and r.turn to the PA D.part..nt of Ravanu., Bur..u of Individual Taxa., D.pt 210601, H.rrl.burg, PA 17121-0601 In the anv.lope provided. S. BLOCK C - If the notice Inforaatlon I. Incorract .nd/or d.ductlon. Ita bllng claIM.d, ch.ck black "C" and co.pl.t. Part. Z and S according to the In.tructlon. b.low. Sign two cap I.. and .ub.lt th.. with vour ch.ck far the .aount of taM p.~.bl. to tha Ragl.tar of Will. of tha county Indlcatad. fha PA Daparta.nt of Ravanu. will I..u. an offlcl.1 a.......nt CFor. AF.V-I~~A F.V) upcn rccolvt uf the r.turn fro. tn. Raght.r of Willi. TAX RETURN - PART 2 - TAX COMPUTATION L1HE I. Ent.r the data the .ccount orlglnlllv wa. e.tabll.h.d or tltl.d In tha ..nn.t ..I.tlng at data of da.lh. HOfEI Far a d.c.danl d~lng aftar 12/12/a21 Account. which the d.c.dant put In Jolnl n.... wllhln an. CI) v.ar of d..th at. lall.bl. fulh a. tr.n.f.r.. Ilo"a",.r. Ih.ra II ." .xclullo" not 10 .1Iu.d 'S,OOO p.r Ir.n.far.. r.g.rdl... of the v.lue of the account or tha nueb.r a' account. h.ld. If . doubl. ..t.rl.k (..) appaar. b.for. ~our flr.t n... In the .ddra.. portion of thl. notlc.. tha tS,OOO axclu.lon alr.adv ha. b..n d.duct.d fro. tha .ccount b.l.nc. .. raport.d by the flnancl.1 In.tltutlon. 2. Entar the total balanc. of the account Including Int.r..t acctuad to Iha date of d..th. S. Th. p.rcant of the account th.t I. tallabl. for a.ch .urvlvor I. dat.t.ln.d a, fallow., A. fh. p.rc.nt tlx.bl. 'or Joint ....t. ..t.bll.hld lor. than on. ~a.r prior to tha dlced.nt'. d.ath, DIVIDED IY TOtAL HUHIER OF JOINT OWNERS Exa.pl., A Joint ....t r.gl.t.rad DIVIDED ay TOTAL ""'UHlER OF X 100 . PERCENT TAXABLE SURVIVINC JOINt OWNERS In thl na.. of the d.c.d'nt .nd two oth.r p.r.on.. 1 DIVIDED IY S (JOINt OWNERS) DIVIDED IV Z (SUAVIVORS) . .167 X 100 16.1~ (TAXABLE FOR EACIt SURVIVOR) I. Th. parcant tlxabl. far ....t. cr~atld within on. y.ar 0' the d.c.dlnt'. d.ath or account. o~n.d b~ the d.c.dlnt but h.ld In tru.t for .noth.r IndlvlduaIC.) (trust bln.flclarl'.)1 1 DIVIDED IY TOTAL NUHIER OF SURVIVING JOINf OWNERS OA tRUST IENEFICIAHIES X 100 . PERCENT TAXAILE Exa.pl'l Joint account r.gl.t.rod In the na.a of tha d.cldlnt and two oth.r p.r.on. and ..tabll.had within on. v..r of d.eth by the d.cadlnt. 1 DIVIDED IV 2 (SURVIVORS) . .50 X 100 . 50~ (tAXAILE FOR EACH SURVIVOR I 4. The ..ount ,ubJ.ct to t.x Clln. ~I I. d.t~t.ln.d bV Multiplying the account balanc. Illn. 2) bv the p.tcont t.xabl. Cllna 5). 5. Ent.r the lotal of the debts and d.ductlon. I hhd In P.rt 5. 6. Ih. a.ount taxable Cllnl 6) I. d.t.r.ln4d b~ ,ubtr.ctlng the debt. .nd d.ducllon. (1In. 5) fro. the a.ount ,ubJ.ct to tax Cline ~). 1. Ent.r the approprlat. tax r.t. (1In. 71 a. d.tereln.d b.low. A. For dat.. of d..th occurring .ftor 6/50/94, the t.x tato. for tran,f.r. to .pou... ~re .. follow" 1. Oat.. of d..th an or .ft.r 7/1/94 .nd b.fct. 1/1/96 the tat. I. S~. Z. D.ta. of d.lth an or aft.r 1/1/96 .nd b.far. 1/1/97 the rat. I. 2~. S. D.t.. of da.th an or .ft.r 1/1/91 and b.for. 1/1/98 the rat. I. I~. 4. D.t.. 0' d..th an or a't.r 1/1/91 Iran.f.r. to .pou... will bl .x..pt frat ta.. Not., Far d.t.a of d.elh prior to 1/1/9' tran.flr. to .pou... .r. taxabl. .t 6~. I. Tran.fer, to Iln'.1 d.,c.ndant. Including falher. .oth.r. .on. daught.r, grandchildren, .on.ln-I.w, dauQht.r.ln.law, .t.pchlld and th.lr I..u. ar. tex.bl. at .Ix p.rc.nt C6~1. C. Tren.flr. to all oth.r. Including broth.r, 'I.t.r. uncia, aunt, nlph.w and nl.c. ar. lax.bl. .t flft..n p.rclnt (IS~). D. If YOU ch.ng. the tax rate, pl.... .pecl,y ~our r.l.tlon.hlp to the d,cldent In the ar.a provided. I. The ..ount of tax due (1In. I) I. d.t.r.lned bV IUltlplYlng the ..ount tall.bl. Clln. 6) by the taM ratl Illn. 71. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowlbl. d.bt. and dlductlon. Ira d.t.t.lnad a. follow'l A. You Ilgally ar. r..pon.lbla for pav.ent, or th. ..tat. ,ubJact to adalnl,lratlon b~ a p.r.onal t.pr...ntatlve I. In.ufflcl.nt to pay the d.ductlbl. It.... I. You .ctuallv paid the d.bt. .ft.r d.ath 0' the d.c.d.nt and can futnl.h proof of pay..nt. C. Debt. b.lng cl.I..d au.t b. It..I,.d fully In Part S. If additional 'PIC. I. n'.dld, u.. plain plpat a 1/2" x II". Proof of p.y..nt .ay b. rlqu.,tad bV the PA C.part..nt of R.",.nu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE. CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 181-8321. TOO' (7171 772-2252 (HEARING IMPAIRED GNLY) REV-1543 EX AFP 18-941 * COHHONWUlTll Of PENHSVLVAHIA . DlPARIHEHI OF REVENUE ~ BURUU Of IHDIVIDUAl IAXES . u., DEPI. 1lI0r,Ol HARRISBURG, PA 11111-01101 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 9510B429 DATE 03-1B-95 ESTATE OF EDNA M ZEIGLER 5.5. NO. 162-22-0112 DATE OF DEATII 11-13-94 COUNTY CUMBERLAND TYPE OF ACCOUNT ~ SAVINgS CHECKINg TRUST CERTIfiCATE REHIT PAYHENT AND fDRHS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 FRED E ZEIGLER 1001 FORGE RD CARLI SLE PA 11013 PSECU has proylded the Depart.ant with the In'or..tlon lilted balow which hu b..n u.ad In c:alcuhtlng the potential t.. due. Thalr racordl Indlcat. that at the d..th of the above dacadant, you war. a Joint owner/banaflclary 0' thl. account. If you ,..1 thl. In'ot..tlon I. Incorrect, pl...1 obtain wrlttan corr.ctlon 'rol the financial In.tltutlon, attach. copy to thl_ for. and r.turn It to tha abov. .ddr.... Thl. account I, t...ble In accordanca with the Inherltancl ,.. L~' of thl Co..onw.'lth of Pann,ylvanla. Q~a....laon. ...y ba Oll,"trl" ny r.alltny l7171 1,"J~:7. COMPLETE PART 1 BELOW . Account No. 0162220112-1 . . SEE REVERSE SIDE FOR D.t. 06-30-93 Ed.blhh.d FILING AND PAYMENT INSTRUCTIONS x 54,104.12 50.000 21,052.36 .06 1,623.14 TAXPAYER RESPONSE RESULT IN AN OFFICIAL TAX ASSESSMENT BASaD ON THIS NOTICE To In,ur. prop.r cr.dlt to your lecount, two (2) cop I.. of thl. notlcl .u'1 aCCosplny your Ply..nt to the Ragllt.r of willi. "aka chIck pavabl. tOI "Raglltar of Willi, Aglnt". Account Oa1anc. Percent T..abl. Anaunt Subjact to Ta. Rat. pot.ntla1 Tax Due x HotEl If tlX plv..nt. ar. ..d. within thr.. 1]1 lonth. 0' thl dlcedant', dltl of d..th, you .ay daduct . 5X discount of thl t.. dUI. Any Inherltancl tl. due will bleD" delinquent nlnl (91 lonthl aftar thl data of d..th. T.. PART m FAILURE TO RESPOND WILL [CHECK ] ONE BLOCK ONLY A. The above Infor..tlon and tax due 1. corr.et. . 1. You ..V choo'l to r..lt ply..nt to thl Raglltar of Will, with two cop I.. of thl. notlcl to obleln . discount or .vold l"ta'l.t, or you ..y chIck box *A* and return thl. notice to the Regl.ter of Will. and an official ........nt will b. l.sued bv the PA D.part..nt of R.v.nu.. B. c:J Th. above ....t ha. b..n or wllJ b. report.d .nd t.. paid with th. Pennsvlvanla Inherltanc. Ta. r.turn to b. flJed bV the dec.dent'. repre.entatlve. C. ~lhe above Infor.atlon l~ncorr.ct and/o~.btl and deductlonl M.r. p.ld bV you. You ault co.pl.ta PART l!J end/or PART ~ balow. If you indicate a diffa~.nt tax ~.ta, pl.... .t.t. you~ ~.l.tlonlhlp to decadantl OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF NEVENUE PART ~ TAX RETURN - COMPUTATION LINE 1. D.ta E,tabli,had 2. Account O.lanca 5. Parcant T.xabla 4. AMount Subj.ct to Ta~ 5. Dabt, and Daduction. 6. A~ount Taxabla 1. Tax Rata 8. TII~ Dua TAX ON JOINT/TRUST ACCOUNTS PART l!l DATE DEBTS AND DEDUCTIONS PAD 1 2 3 4 5 6 1 B CLAIMED OF 1 2 3 4 5 6 7 8 {J -'-:1. ~/~ . lOt, PAID PAYEE lj:uJl"~ (~Ro5. t-Il nnlO I tJ",nl'! I I I TOTAL DESCRIPTION 6.1 tli:..Ll tl' f::)r.a.' ~ '..I: J..~ f"_J) ", .j J.) ;'{, :irh,n .. f AMOUNT PAID (Ent.r on Lin. 5 of T.~ co~put.tion) . Und.r p.naltia. of p.~jury, I daclare that the fact. I co~pl.t. to tha ba.t of MY knowladga .nd b.li.f. T~~R (~~J!F &L h.ya raport.d .boye ara true, correct HOME (7/7 1 ,:)[/3-19'177 WORK 1 1 TELEPHONE NUMBER .nd DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN Off ICIAL TAX ASSESSMENT with appl h:abla Int.,.I' b...d on In'or..Uon lub_tUed bv tfl. flnancl.1 IntUlutlon. 2. Inherltancl '1M blea... dellnqulnt nln. lonlh. .,t.r thl dlc.dlnt', dlt, of d..th, S. A Joint accaunt I. '1_lble IVln though thl dlcedln", n... 101" added .1 . ..It.t of convenl.nc.. 4. Accouot, (Including tho" held b.twI.n husblnd and wlf.1 which the dlcld.nt put In Joint n.... within anI y..t prior to d..th .t. fullv ,..,bl. .1 trln,'.r.. i. Account. ..'.blt,hld jointly bltw..n hu.band end wlf. lor' than on, v..t prior to d..th .t. not '...ble, 6. Account, held by . dlCldlnt "In ttUI' for" anoth.r or ath.r. .t. '...ble fullv. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE I. alOCK A . If thl Infor..tlan and co~ut.tlDn In the notlc' at. COtt.ct .nd d.ductlon. .r. not b.lng cl.I..d, pl'c, an "M" In block "A" of P.tt 1 of th. "r._p.y.r Rupan.." .acUon. Sign two copl.s .nd .ub.1t tM' with 'lout chIck for the ..ount of tall to the Rsgllbr of willi of th. county Indlcebd. Th. PA napart.ant of Ravanu. will I..ua an offlcla. ........nt IFor. REV.1S'. EM) upon r.calpt of the raturn fro' tha Aagl.tar of Wills. t. ILOCK I _ 11 tha ....t spaclfl.d on thll notice ha. bun or will b. tsportad and t.1I paid wlth tha Pannnlvanl. Inhadt.nce T.II Raturn tlbd b)' tha dacadant.s r..pra..nt.tlve, pl.ca an "M" In block "I" of Part 1 of Ih. "Tallp.y.r A.spon.... nctlon. Sign ana COpy and relurn to tha PA nap.rt..nt of R.Vlnul, luruu of IndlvlduaS Talll', Dapt 280601, Illrrhburg, PA l1U..0601 In the anvalop. provldad. 1. BLOCK C . If Iha notice Infor.atlon II Incorr.et .nd/or daduetions .ra b.lng chl..d, check block "C" and cOIIPI.ta p.rts 2 and 5 Dccordlng to th. In,t.uctlon. balow. SI;n Iwo copl.s and .ub.lt thl. with your chac_ for Iho "'~l"t of tRX Ply.bla to t~. Ragl,t.r of WIl.. of the county Indlcet.d. The PA DIP.rt.ant of Rav.nu. will hsu. an official ........nt IFor. REY.U41 EX) upon racelpt of the raturn fro. tha R.gl.t.r of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Entar NOTEI the data the account originallY was ..tabll.h.d or tltl.d In thl .annar IlIlstlng at d.ta of da.lh. For a dacadlnt dying .ft.r 12/12/1Z1 Accounts which the d.c.dant put In Joint na.as within ana 11) ya.r of d.ath ara taxabla fullv .. tt.n".,s. How....." th.r. Is an Illcluslon not to allc..d .1,000 p., tran.f.ra. t.uardla.. of the v.lul of the .ccount or the ~bar of account. h.ld. If a doubll ..t.rhk ("'1 .pp..r. b.for. your tlr.t na.a In tha addr... portion of thll notice, tha n,ooo uc1uslon alr.ady h.. ba.n daductad fro. tha .ccount b.lanca .. raportad by tha financial In.tltutlon. z. .. Entar the tolal b.lanca of the account Including Inlara.t .ccruad to the data of d..th. Th. parcant of the account th.1 Is t,llabl. for aach .urvlvor I. d.tar.in.d a. followSI A. Th. p.rcant t.Mabl. for Joint ....t. e.labll,h.d .or. Ihan on. ya.r prior to the d.c.dlnt'. 00 r: ;::- d.i.thl 'C I.', ~11 i!? EM..phl TOUl NUHBER OF JOINT OWNERS A Joint ....t r.al.larad DIVIDED BY . 100 . PEACEHT'TAXABlE -'- , ld in the nus of TOTAL NUHBER OF SURVIVING JOINT OWNERS tha dac.dant .nd two othar parson.. I 16.7:C CTAXAIlE fOR EACH SURVIv.gRJ DIVIDED BV 1 DIVIDED BV 5 (JOINT OWNERS) DIVIDED BY 2 ISURVIVORS) . .167 M 100 .. The parc.nt tall.bl. for as..I. cr.at.d within ona y..r of th. d.cad.nt'. daath or account. ownad by tha d.~.d.nt but hald In tru.t for anoth.r IndlvlduaIC.) Ctru.t ban.fletarla"l I.' c' I DIVIDED BY TOTAL HUHIER Of SURVIVING JOINT OWNERS OR TRUST BEHEFICIARIES x 100 . PERCENT TAMAllE .,',-" j::~ Ella.plal Joint account r.gl.ter.d In the na.. of thl dac.dant ftnd two oth.r p.r.ons and e.tabll.had within on. y..r of d..th by the d.cadant. I DIVIDED IV 2 ISURVIVORS) . .SO M 10D . SO:C CTAMABLE FOR EACIt SURVIVOR) 4. The a.ount .ubJ.ct to tall Clln. 4) I. dal.r.lnad by .ultlplylng th. account balanc. (1lna ZI by tha psrcent tallabl. (lln. 11. S. Entar tha lotal of tha d.bts and daduction. I hhd In P.rt 1. 6. Tha ..ount hubla (llna 6) is dal.,..ln,d by lubtractln" tlla d.bh IIlInd daductlon, Illn,!l1 frQ. tha ""ount ,ubJect to ta" fllna "'J. 1. Entar tha appropriate taM rah (Une 11 .. datar.lna~ balow. A. For d.tu of d..th occurring aftar 6/30/9"', the tall rolll. far transfer. to ,pou", ara a. folloWII 1. Oat.. of d.ath on or alt.r 7/1/94 and bafor. 1/1/96 tha rata I. 3:C. 2. Dat.. of d..th on or .ft.r 1/1/96 and b.for. 1/1/97 thl rata I. 2:C. 5. Oat.. of d..th on or .ftar 111/91 and bafor. 1/1/91 tha rata II 1:C. .... Oat.. of da.th on or afl.r 1/1/9. tran.far. to IpOUS'1 will ba ,Il..pt fro. tall. Not'l For d.ta. of d.ath prior to 7/1/9'" Iransfers to .pou.al ara tallabla at 6:C. I. Ttansfars to Iln..1 d'lcandanll Including fath.r, .othar, .on, daught.r, grandchlldr,n, lon.ln.iaw, d.ughtar.ln-Iaw, .t.pchlld and thalr 1,lu. .r. t,llabl. at .ill p.rcant 16:CJ. C. Tranlf.r. to all oth.r. Including broth.r, sl.t.r, unci., aunt, naph.w nnd nl.c' ara tallabla at flft.an p.rc.nt (IS:C). D. If you ch.nga the tall rat., pi.... Ipaclfy your rel.tlonlhlp 10 the d.cadant In tha araa provldad. I. Tha ..ounl of laM due (1lna B) Is dater.lnad by .ultlplylng thl a.ounl tallabl. 111n. 6) by tha taM r.le (lln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabla dabt_ and d.ductlon. ar. dal.r.lnad n. follow'l A. You I.gally are r..ponllbl. fat pay.ant, or tha a.late lubJact to adllnl.tratlon by a par.onal repras.ntatlva I. Insufflclant to pay the daductlbla It.... B. Vou .ctually paid tha dabt. aft.r daath of Iha d.cad.nt and can furni.h proof of pay.ant. C. Dabts baing clal.ad Must b. Ita. Iud fully In Pnrt 5. If additional .pac. h n.adad, un plain paper Bill" ,. II". Proof of pay..nt .ay ba r.qua.tad by the PA D.part.ant of Rav.nu.. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (117) 181-8321. TOOl (7171 172-2252 (HEARING IMPAIRED ONLY) , -'-.......-~...._-... ....... , I ~.__....;.;..~~~__:........._...~...__ _.___ ..____________.....::____ __.'_0-.____ _ _ __ __..___ -___ l ~t'::,:"'-',!;"l-_".!,\";:,;-.:-:;~.::.-.-?;::\:-\;~'0:_-: '~'~;:, "T-:'::';'\~:'~:}':1:~_-:!.:'/~:;";_/.::',_;~,:;,':-t c" '_., ,:;', ;"\_:-:',':, -'co", ,'\ ad'~. ;>AAd48096'~.~~O~r-'ONWEALTH OF PENNSYLVANI~ . ;' .' , ',p. " ,;" .', ''I',' ,'. 'I DI'~,RtMI~T 0' RIVINUI. I. : .' :, . ~'. 'i","ili~I'."I' .'. . " OPFICIAL RECEIPT ..PENNSYLVANIA INHERITANCE AND ESTATE.TAX "., " ......... .. . ':, ,.,- ',""'--':"'" . -',' _..~. ;/f;~:'i;,--;\_{j "':'7. .:'-~:'- -'j ,':::'/';-1__::!;~\ ~ ~, .. _l RECEIVED FROM. i ACN ASSESSMENT I!I CONTROL .-. NUMBER AMOUNT PEGGY E ZEIGLER 9~10:lcc3 .1<1'f."'0 1001 FORGE ROAD CARLISLE PA 17013 9:1108428 91510e..e9 .be. :10..... ../ .1,!3151.S2 '()(OH'" ESTATE INfORMATION. 1:1 filE NUMBER ~ . el-199~-O:l97 II NAME Of DECEDENT (lAST) II DATE Of PAYMENT m POSTMAR COUNTY SSN 01b-ee-e17e (fiRST) (Mil , ,.' -...." t...", I ,r~ 1 / ' " I .1 ,~53.ge I - vz I :h ') /;~, ~.;.t I RECEIVED BY ,'11 i.lA.1~,1-. 1:;!r.V~ I MARY C. LEWI~ 1 REGISTER ~F WILLS I ~ _~.~-~~~ --- --00;.--."- -'-;-"~~r~.:'":"'..~:-:-:",~,~,,7':"'~~,"7'r~.~~-'l"'- - - --- ----~~.~~"'"":l..-~-~-;~.~:-.t-:- - -:-..... . . DATE Of DEATH REMARKS m TOTAL AMOUNT PAID PEGGY E ZEIGLER SEAL CHECKtI :594 REGISTER OF WILLS .;' .... ,~ f' J ~, .., i, ' '" r . . .' , ...... "f ..--' ..,,-............- 'tI t..- :,L -c.::. I , ...-.....-. , --::~ ::"'t-~.d_"1 .. . V REY-1S48 !X AFP (12-94* COHHOHWEALTH OF PENNSYLVANIA D[PAAUtENT OF REY[HU[ IURfAU OF INDIVIDUAL TAXES DEPr. 110601 IWtR1IIURG, PA 171fI-DUl ) !5 - '/9.- 3 ~ NOTICE Of INNERITANCE TAX APPRAISEMENT, ALLDMANCE DR DISALLDMANCE OF DEDUCTIDN.t. AND ASSESSMEHT Of TAX ON JOINTLY nELD DR TRUST ASSETS DAT! 09-12-95 ESTATE OF ZEIGLER EDNA M DATE OF DEATH 11-13-94 COUNTY CUMBERLAND FILE NO. 21 95-0591 S.S/D.C. NO. 162-22-0112 ACN 95105223 PEGGY E ZEIGLER 1001 FORGE RD CARLISLE PA 17013 R!HIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 11013 A.aunt R..ttt.d CUT ALONG THIS LIN! ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... Rir,;:i54-i-ii{-AFiP--ii12~94j------------------------------------------------------------------------------------ NOTIC! OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF D!DUCTIONS, AND ASS!SSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DAT! 09-12-95 ESTATE OF ZEIGLER EDNA M DATE OF DEATH 11-13-94 COUNTY CUHBERLAND FILE NO. 21 95-0597 TAX RETURN WAS. S.S/D.C. NO. 162-22-0112 (X) ACCEPTED AS FILED (I CHANGED JOINT DR TRUST ASSET INFORMATION ACN 95105223 FINANCIAL INSTITUTION. FARMERS TRUST COMPANY ACCOUNT NO. 10-54643 TYPE OF ACCOUNT. (I SAVINGS (lO CHECKING ( 1 TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-01-90 Account Balance Percent Taxabla X Amount Subject to Tax Dabta and Deductions Taxable Amount Tax Rate X Tex Due 4,663.36 0.500 2,331.68 .00 2,331.68 .06 139.90 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 08-09-95 RECEIPT NUMBER AA048096 DISCOUNT (+1 INTEREST (-I .00 AMOUNT PAID 139.90 . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DU! If PAID AFTER TNIS DATE, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. . If TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" I C~I, YOU HAY BE DUE A REfUND. SEE REVERSE SIDE OF TNIS fDRH fOR INSTRUCTIons. J 139.90 .00 .00 .00 / /- l/q-8 !J c.. R~V.1548 EX AFP (12-94)* cQHHOHW(ALtH OF PENNSVLYANIA DEPARTftEHT Of REVENUE BUREAU Of' INDIVIDUAL TAkES DEPT. 2I06Dl HARRISBURC, PA 17ua-0611 NOTICE Of IHHERITANCE TAX APPRAISEMENT, ALLDMANCE DR DISALLDMANCE Of DEDUCTION .. AND ASSESSHEHT OF TAX ON JOINTLY "ELD OR TRUST ASSETS DATE 09-12-95 ESTATE OF ZEIGLER EDNA M DATE OF DEATH 11-13-94 COUNTY CUMBERLAND FILE NO. 21 95-0591 S.S/D.C. NO. 162-22-0172 ACN 95108428 FRED E ZEIGLER 1001 FORGE RD CARLISLE PA 11013 REHIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 11013 Aaount R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-iv:is4-S.iif-AFii-iiif:94i------....---.-----.---.-----.------.---...----------------.-------.--.--.---.---.-- NOTICE OF INMERITANCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY MELD OR TRUST ASSETS DATE 09-12-95 ESTATE OF ZEIGLER EDNA M DATE OF DEATH 11-13-94 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 162-22-0172 (XI ACCEPTED AS FILED (I CHANGED JOINT OR TRUST ASSET INFORHATION ACCOUNT NO. ACN 95108428 21 95-0591 TAX RETURN WAS. FINANCIAL INSTITUTION. PSECU 0162220112-2 TYPE OF ACCOUNT. (lO SAVINGS ( I CHECKING ( ) TRUST ( I TIME CERTIFICATE DATE ESTABLISHED 06-30-93 Account BalancB PBrcBnt TaxablB X Amount SubjBct to Tax DBbt. and DBductionB Taxable Amount Tax RatB X Tax DUB 2,083.43 0.500 1,041.12 .00 1,041.12 .06 62.50 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 CRED:tTS: PAYMENT DATE 08-09-95 DISCOUNT (+1 INTEREST (-I .00 AMOUNT PAID 62.50 RECEIPT NUMBER AA048096 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 tl, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" ( CR.I.! vou HAY SE OUE A REfUND. SEE REVERSE SIDE Of THIS fDRH fOR INSTRUCTIONS. I 62.50 .00 .00 .00 '. '0 !<f",( V.' ~C:y '" D. '; - - r:L " C'-' ,., , U - ij'l fULL.: :J :; a: . ' UU PIJRPOSf; OF NOTler. Ta fulfIll the requlre.ent, of s.otJon 2140 of the InherltlnCl and E,tet. f.. Act, Aat 22 of 1"1. (72 P.I. 'HUon 214DJ. PA'nIDfT. Detech the top portion 0' thll HoUce .,.. sua-it .,Ith WOUI'" PIYNnt to the R-el.tar of Wills prlntM on the rrteral .1de. ... twt. check or IKII'MIW 01"'.1'" p._l, tot MOISTER OF WILLI, AGENT. All pl)'Mf1t. ree,lwct wl1 flrlt be .,UMt to MY Int.rut which MY be due, ..lth Will 1"'..1,.1'" ...11. to the tax. RfFl.Dm (CAli A rafll1d of . tlX erNSt, which .... not r..,..ted on tM tl. return, uy be r.....ted by cNP1IUno ., -Appl1C11tJon 'or Refund of P~'Yly.,l. Inherlt~. ~ E,t,t, Tax- (REV-ISIS). Application. '1"" avallabl. It the D"lcI 0' the R.....t.,. 0' IIUh, ..,w 0' the U A..,.,.,. Dlltrlot OUlo.. or by ClUing the special 24"hour .......rlno ..rvlc. nu.berl for 'or.. orderlngt In PennlylvwnJa 1-laO-56Z-Z0S., out. Ide Penn'Ylv.nla and within locel Harrisburg '1"'" (717) 117-1094, TOOl (717) 71Z-Zt52 (Hearing 1~.lr.d Only). DI.J(CTJDHSI Anv p.rtv In inhra.t not ..thflad wUh u,. IIpprah..."t, ,UOWMCI or dhallDWanc. of daductlon. or ..........t of tu (InclUding dbcount or int.r..t) .. IIhown on thl. Hatlca ..v Dbjact .,1 thin "M:tV' (60) d.u of rac.lpt of thh HaUc. by, --wrltt." prot..t to tha PA aap.rt-.nt of A.vanu., .~rd of Appeal., Dept. 281021, "-rrl.bur., PA 17121-1021, OR .....batlng to tmI. u,. att.r det.r.lned at UMI .....U of ttM account of the ~r'onal r.pr....,t.Uv., OR .......1 to tN Or".".' Court ADttIH- ISTRATJYE COAAECTlOHSa Factual .rror. dl.cov.rad on thl. ........"t ~ld be addra..ed In writing tOI PA a.partaent of Ravanu., luraeu of Individual Tax.., ATTHI Po.t A.....eent Rlvl... unit, DEPT. 210601, Harrl.burl, PA 17l21-a601 Phon8 (717) 787-6505. ... P... 5 of the booklat "In.truotlon. for Inherltanc. Tn Aaturn 'or. R..ldent Decadent" (REV-15DI) 'or en aNplanatlon of ~Inl.tr.tlv.ly corractabl. .rror.. DIICDlIfTI If anv tax due h paid wUhln thr.. (5) calendar ItOtlth. .ftar the deced."t'. death, a flv. p1rClnt (SX) dbcOU'lt of the tax paid b allowd. INTERfSTI Inter..t II chlra-d M.lmlng with firat day of delinquency, or nlM (9) IIOf1th. Bnd OM U) day fr. tha data of "th, to the data of p.~t. Tan. which bee-. delinquent before J--.ry 1, 1912 bear int.r..t at the r.t. 0' .iM: (6X) parcent par ~ calculated at . dallv rat. of .000164. All tax.. which bee... d.llnquent on or a,t.r ~ry I, 1982 will be.r Int.r..t at a r.t. which will vary 'rAl call1ndar yur to calendar v..r wi th that rat. announcad by the PA Departeent 0' Alvanu.. Tha ..,..lIcable Int.ra.t r.ta. 'or 19'2 through 1"5 aral Y.IIr Intar..t Rata Dallv Intar..t Factor 1ur Int.r.at rt.ta DailY Int.r..t Fletar 191' 1915 19" 1911 1914 ulnt.r..t .U lOX IIX ISX lOX I' calcul.tad .. .00054' .DD04S1 .OOOSDI .OOGS56 .000274 follow" 1917 1"1-1"1 1992 1"5-1'" 1"5 .. IIX .. n 9. .olno .00DSDl .000247 .OUltz .DDU47 IIlTEIlElT . BALANCE OF TAX UllPAID X HUIIBER OF DAYB DELIHQUEIfT X DAILY IIlTEIlE8T FACTOR --Any Hotlc. lalUld ,'t.r tha tax bec~. delinquent ..Ill raflact en Int.r..t c.lculatlon to ,I,t,," (15) dav. bevand 1M data of t.,. .....nent. If p.)'IIIftt II ... .ftar ttt. Int.r..t cDllpUt.Uan dab shown on thlt Hotlc., eddltlonal Int.r..t .u.t be calcul.tad. / Is-t..{q-) C!.. . REV-1548 EX AFP (12-941* C~AlTH OF PENNSYLVANIA DEPARTHENT Of R(VENJE IUR[AU OF IHDIVIDUAl TAXU PEPT. nOln HARRlIIUAO. PI 171rl-0601 NOTICE OF INHERITANCE TAX APPRAISEHEHT, ALLDMANCE DR DISALLDMANCE OF DEDUCTIDN.t. AND ASSESSHEHT OF TAX ON JOINTLY .ELD DR TRUST ASSETS DAn 09-12-95 ESTATE OF ZEIGLER EDNA M DATE OF DEATH 11-13-94 COUNTY CUMBERLAND FILE NO. 21 95-0591 S.S/D.C. NO. 162-22-0112 ACN 95108429 FRED E ZEIGLER 1001 FORGE RD CARLISLE PA 17013 REHIT PAYHENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 A.ount R..ltt.d CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ Fiiv:isiii-ii{-AFP--ri;r:941------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-12-95 ESTATE OF ZEIGLER EDNA M DATE OF DEATH 11-13-94 COUNTY CUMBERLAND FILE NO. 21 95-0597 TAX RETURN WAS. S.S/D.C. NO. 162-22-0112 (XI ACCEPTED AS FILED (I CHANGED JOINT OR TRUST ASSET INFORHATION ACCOUNT NO. ACN 95108429 FINANCIAL INSTITUTION. PSECU 0162220172-1 TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( I TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 06-30-93 Account Bahnce Percent TaxDble X Amount Subject to Tax Debts and Deductions TDxeble Amount Tax Rate )( TDX Due 54 .104.12 0.500 21,052.36 4.521.00 22.525.36 .06 1. 351. 52 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 I PAYMENT DATE 08-09-95 DISCOUNT (+1 INTEREST (-I .00 RECEIPT NUMBER AA04B096 AMOUNT PAID 1,351.52 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 fl. NO PAYHENT IS REqUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" C CRI1 YOU HAY SE DUE A REfUND. SEE REVERSE SIDE Of THIS fDRH fOR INSTRUCTIONS. I 1.351.52 .00 .00 .00 ~.? '0 V.' ~;,.,{ ~ ~. r."f C. - - \J ~",' lUti a: fb v, m . ' I .jt::. 0d PIJRPClU Of NOTlCEI To fulfUl the requlr....h of Secllon 2140 of ttM InMrit~. and E.tst. Tax Aot, Aot 2Z of 1991. (12 P.I. Section 2140). PAvttDfT I Det8Ch ttM top portion 0' thl. Notlc. .xi IUbIIIt ,dth vour p.v-nt to thII Aalllltar of MUla prlntlld on thII r.v.r.. .ldIi. -- Kelt. check or IIOMV order p.v"'l. tal REGISTER DF WILLS, AGENT. All PIYMnt. ncalved ....11 flr.t be applll1d to MV Int.r..t Nhlch ..y 1M dutI, with MV r...lncMr appl1l1d to thII tax. RU1.HI (CAh A r.fund of . tPl credit, Nhlch N111 not r....ted on the tax nturn, ..v 1M requalted by cOllpl.tlng .. "Appllc.tlon far A.,und of Penn'Ylvanl. Inhlrltinea and E.tat. T.... (REV-151J). Appllc.tlon. .ra .v.II_I. .t the O'flca of the A-al.t.r of WIll., env of thl 2S A.v~ Olltrlot Dfflca. or bv c.lllng the apsel.l 24.hour en'Mlrlna ..rvlc. nusber. for for.. ordlrlngl In P~.vlv..l. 1-aGG-J6Z-ZG5G, out.ldIi Penn'Vlvanla ~ withIn loc.l Hlrrlabur. .r.. (717) 717-1094, TOO' (717) 772-225Z (Ha.rlna lap.lred Onlv). OIJECTlONSI Any party In Intln.t not nthUed wi th the appnh....t, allowanc. or dhallowenc. of dtlduoUon. or .....lMnt of tax UnolucUna discount or Intl'IIU a. Ihawt on this NoUc. a.v abJaot wI thin .bet}' (60) day. of rae.lpt of this NoUe. bVI --wrIUan protllt to ttM PA Deplrbtant of RIV"', loard of Appea", Dept. ZlI021, Harrlaburg, PA 17121.1021, OR --alaoUna to hav. tM .attar detar.ln.d at thII audit of tM account of thl parsonal npra...t.Uv., OR -.......1 to the Orphan., Court ADttIH. JSTRATIVE COAMCTlOHS I . factual .rror. dl.cov.red on thll .........t ~Id be eddr...ad In wrltlna tal PA Dep.rtaant of R.venue, Bur.au of Indlvldu.l T.x.., ATTHI Po.t A.....-.nt A.vlew unit, DEPT. 210601, Harrlabura, PA 17121.0601 Phona (717) 717-6505. S.. pags S of thl bookl.t "In.tructlon. 'or I~rltanca T.x A.turn for. R..ldeot Decadent.. (REV-1S01) 'or.. .xplanltlon 0' ad.lnlltratl"alv correctabla arror.. DlseouHT I If ~ tax due I. paid within thraa (S) cal~.r aonth. a,t.r the decedent'. death, . 'i". Plrc~t (5~) ell.count of the t.. p.ld 11 .110"'. INTEREST I Int.r..t I. charged beginnina with 'Ir.t d.v of delinquency, or nine (9) aonth. and Dn8 (1) d.y frOll tha data 0' death, to thl d.t. 0' pay...,t. 18... Nhldt bac... d.lInquent ba'or. J8ftUllry 1, 1912 be.r lnt.r..t .t the rat. of .1. (6X) parcent par annul calcul.ted .t a d8ily r.t. of .0DOI64, All t.... Which bee... del1nquent on or a,t.r Janu8rv 1, 1912 will be.r Intara.t It . r.t. whIch will var~ 'rOIl eelandar VNr to c.lendar v..r with th.t r.t. ~ad by the PA D.p.rt-.nt of RltVenIHI. The appllcabla lnt.r..t r.t.. 'or 19.2 thr~ 1995 .r.1 'Wr Int.r..t Rat. Dallv Intere.t Factor 1Ur Inbreat Rat. Dallv Interaat F.ctor 1911 XOX .DOG"I .,87 OX . DOGZ'" 1915 lOX . DOUse 1911-1991 11X . DOUot 1... 11X .ODOJOI 199. 'X .DOU47 1915 lSX .DOOSH 1995-1"" n .DOOI91 1'" lOX .DOun 199. 'X .DOG247 --Intarllt I. c.lculatad .. 'ol1ow'l INTEREST . aALANCE OF TAX UNPAID X NVKBER OF DAYS DELINQUENT X DAILY IIn"EIlEllT FACTOR -.Anv Hotlc. la.ued .,t.r the ta. bec~. delinquent will r.fleot an Inter..t calculation to fl,t.-n (15) day. IMyond the d.t. of thl ...........t. If paYHf1t Is ... .ft.r thI Int.r..t co.putaUon data shown on thI NoUc., IIddIUonal Inte,..1l .u.t be c.lculated.