HomeMy WebLinkAbout95-00608
REV-151t3 EX AFP (7-95)_
COHHQNWULTIt Of PENNSYlVANIA
DEPAArHEH' OF REVENUE
BUREAU OF INDIVIDUAl TAXES
DEPJ. reDnl
tlARRISIURG, Pi 11l2l~06Dl
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
1'-1
,"THELMA G ALLEMAN
:6718~OLDE SCOTLAND RD
SHIPPENSBURG PA 17257
NO. 21 -95 -60;-
95135884
07-25-95
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
RENIT PAYNE NT AND FDRNS TO.
REGISTER OF WILLS
CUM8ERLAND CD COURT HOUSE
CARLISLE. PA 17013
FILE
ACN
DATE
ESTATE OF ENOCH D GEPHART
5.5. NO. 201-30-5652
DATE OF DEATH 05-25-95
COUNTY CUMBERLAND
Ir,
~
,
DAUPHIN DEPOSIT 8K . T h.. provided the D,plrtl4mt with thl In'ar..tlan lI.tld below which hu b..n u'ld In ulcuhtlng thl
pot~tl.1 t.x'~. Their r.fordl 1"~lt.'. thl' It thl d..th 0' thl above dlcldent, you "It. I Joint Qwn.r/b~'lcl.ry of thl. IcCount.
Jf you ,..1 .nI. Infor..tlan II 1~cr.6ct, pi.... obt.ln wrlttln corr.ctlon frol thl flnlncl.l Inl\ltullo", attech . copy to thl, for.
WId r.turn It to thl aben,. .ddr'.~I'~'^h account h tall.tJl. In Iccordr.nn with thl Inh.rltenn hll l.... of thl Co-onw..lth of pann.vlvant..
uu..tton. .ay ~. Inlwuf.d bV c~111nD (717) '~:'w3:7.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0094165173 Doh 01-21-83
Eat.bU.h.d
To InlUf. pr~r cradlt to your .ccount, two
(2) copla. 0' tht. notlc. .u.t .cco~,"v vour
paveent to the Ragl.tar 0' Will.. H__. ~ck
pey~le tOl ~.gt.t.r of Will., Agent-.
Account bolon.. 17 .832.70
Po.cont To.obl. X 50. ODD
A.ount Subjo.t to Tn 8.916.35
To. Roto X .06
PotonUol To. Duo 534.98
PART TAXPAYER RESPONSE
1Il1. FAILURITORISPOND JIILl,; R.ISULTi IMAM.. OFFICIAL:TAXASSISSHIltT'. BASID'. ON'JHIS NOTlCI! I
A. 0 The above tn'or..Uon end tax due .. correct.
1. You ..v choo.. to r..St p.v.ent to the R.gl.tar 0' Will. with two copla. 0' thl. notlc. to obtatn
. dl.count or avoid lnt.r..t, or you ..v chack box -A" and raturn thl. nottc. to the Real.tar 0'
will. end en o"lct.l .......ent wtll ba I..u.d bV tha PA Dep.rt.ant 0' R.v~.
aTEr I' t.x p.veant. .r. .eda within thr..
IS~ e~h. 0' the decedent.. data 0' d..th,
va eev deduct ._s~unt of the tex due.
Anv Inherltanc. ~wUI bac~ deUnquant
19) .unth. .,ter the d.t. of d..th.
[CHECK ]
ONE
BLOCK
ONLY
I. 0 The above ....t h.. been or wUI be reported and talC p.ld with the P..,.ylvanle Inheritance hx return
--- ~ be 'lied bv tha d.c.dent.. rapra.ent.tlv..
C. ~!ha ebova In'or..tton t~ncorrect andJo~eb'. and daductlon. Nara paid bv you.
You IN,' coaphte PARr L!J and/or PART l!J balow.
. dlff.rant t.x r.t., pl.... .t.t. your
d.c.dantl
If you lndlcat.
r.l.Uon.hlp to
. . .... ."OFFICIAL..USE"ONLY' 'OAAP'
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CLAIHED
PART
~
TAX RETURN - COMPUTATION OF
LINE 1. Dat. E.tablt.had 1
2. Account a.lane. 2
5. P.ro.nt Taxabla 5
4. A.ount Subjact to T.x 4
5. O.bt. and Deduotlon. 5
6. AMount Taxabl. 6
7. Tax Rat. 7
8. Tax Ou. 8
TAX ON JOIfT'T~UST ACCOUNTS
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PART
I!I
DATE
DEBTS AND DEDUCTIONS
DESCRIPTION
AMOUNT PAID
"0
AID
PAYEE
~
~+
I
:;J.
x Co.pu ation J
.
on Llna 5 0
Und.r p.naltl.. of p.rjury, I d.cl.ra that the f.ot. I
coapl.ta to tha b..t of .y knowl.dg. and b.llaf.
~j}.. . "'''t,. ,a./!A~,.-.~.1
TAX~t:
h.v. report.d abova ara tru., corr.ot and
~~:~ ~ :11~ ~~q:J. '-.5"%37 ~/f''lS''
TELEPHO E NUM E DATE
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GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"ENT with .ppllc.bl. Intar..t b.l.d on Infar..tlon
luMltt.d bv tM flnencl.1 Inltltutlon.
Z. Inh.rltenc. ta. beca"l d.ll~t nine ~th. aft.r tM dacedent'. data of d.ath.
S. A Joint eccount I. t..ebl. .ven though tM d.c.dent', n... W.I .ddad .. _ ..tt.r of convenl.nc..
.. Accountl (Including thai. h.ld b.tv.en hulband end wlf.) which the d.cedent put In Joint n.... vlthln one v..r prior to
d..th .r. fully t..~I. .. tren,f.r,.
5. Accountl a.tabll~' Jolntlv batwaen hu.b~ end vlf. lOr. than one va.r prior to da.th .r. not t...bl..
6. Account. held bv . d.cadent .In trult for. tROth.r or oth.r. .r. t..ebl. fullv.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
I. BLOCK A - If the Infor..tlon end coeput.tlon In tM notlc. .ra corr.ct end daductlon, .r. not being cl.l.ed, pl.ca an "X"
In block "A. of P.rt I of the "T..p.y.r R.lpon... ..ctlon. Sign two copl., end .ubalt the. vlth voyr check for the IIOURt 0'
ta. to tha R.gl.tar of Will. of the county Indlc.tad. Tha PA Oap.rt'ent of R.venu. will I..ue en official .....llInt
(for. RfY-IS41 EX) upon r.c.lpt of tha r.turn fro. the R.gI.t.r of Will..
Z. BLOCK I - If thl ....t .p.cl'lad on thl. notlc. h.. b.en or viii b. r.portad end ta. p.ld with thl Penn.ylvanl. I~rltenca
Ta. Raturn fll.d bv the d.cadant'. rapra..nt_tlv., pl.ca en "X. In block "I" of P.tt I of the "T..p.v.r R..pan.." ..otlon. Sign one
copy end r.turn to the PA Departaent 0' R.v-nu., Buraau 0' Indlvldu.l Ta..., Oapt '10601, H.rrl.burg, PA 11121-0601 In tha
env.lapa provided.
S. BLOCK C - If thl notlca In'or.atlon I. Incorr.ct and/or d.dUctlon. ar. baing clalaad, chack block .C" and coaplat. Part. Z and S
accordlnq to the In.tructl~. ~loy. Sian two copla. and .ubalt th.. with your chack for the ..aunt 0' ta. p'vabl. to the Ra.l,t.r
of Will. of thl county Indlc.ted. Tha PA O.p.rtaent 0' R.v~ will I..ua an offlcl.1 .....~t (for. REV-IS.I EX) upon rac.lpt
of the r.turn froa the R.al.t.r of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Ent.r thl d.t. the account orlaln.llv w.. ..tebll.hed or tltl.d In the aannar ..I.tlng .t d.t. of d..th.
HOTEl for a decadent dVlng .ft.r 11/IZlIII Account. which the dacadant put In Joint n.... within on. (I) v.ar of d..th ar.
t..abla fullV .. tran.far.. How.v.r, there I. an a.clu.lon not to I.c..d tS,OOO p.r tran,f.r.. r.gardl... of thl value of
thl ICCOl.W1t or the ~r of account. h.ld.
If . doubl. ..t.~lsk (M_) appe.r. b.fa~. vour flr.t nlll In tha .ddr... portion 0' thl. notlc., the tS,ODO ..elu.lon
alreldv h.. baen deduct... fro. the eccount balMe. .. r.ported bV the flnancl.1 In.Ututlon.
I. Entar tha tot.1 b.llftC. of the .ccount InclUding Int.r..t accru.d to tha d.ta of d..th.
S. ThI p.rcent of the eccaunt tn.t I. t..~I. fa~ a.ch .urvlva~ I. dat.r.lnad ., 'ollaw'l
A. ~ parcent ta.~I. for Joint ....t. ..tDbllthtd lOr. th~ ona y..r prior to the dac.dent'. da.th.
I DIVIDED IY TOTAL NUKlER Of
JOINT OWNERS
E..-plal A Joint ....t t.gl.t.rad
DIVIOE:D IY TOTAL M.lHIER OF X IOD . PERCENT TAXAILE
SURVIVING JOiNT OWNERS
In the n... of thl decadant and tNO othllr p.rson..
I DIYIOED IY S (JOINT OWNERS) DIVIDED IY Z (SURVIVORS) ".161 X IOD . 16.1X CTAXAILE FOR EACH SURVIVOR)
I. ~ parcent tax~l. for ....t. era.t.d within ana v'ar of thll dec.dant'. da.th or account. ownad bV the d.cadent but h.ld
In tru.t for anothe~ Individual e.) (tru.t banaflcl.rla.).
I DIVIDED IY TOTAL NUMIER OF SURVIVING JOINT
OWNERS OR TRUST BENEfiCIARIES
X 100 . PERCENT TAXABLE
E..-plal Joint account ragl.t.rad In the na.. of the dac.dant end two oth.r p.rlcn. and a.ttbll.had within ona v..r 0' da.th bv
the d.c.dant.
I Dlvlora IY Z (SURVIYORS) . .50 X 100 . SOX CTAXABLE fOR EACll SURVIVOR)
.. The aaount .ubJ.ct to t.. (line .. I. dat.r.lnad bv .ultlplylng the .ccount b.lanc. (line II bV thl pareent t..~I. (line S).
S. [nt.r thl total of the d.bt. and d~tlan' II.t.d In P.rt S.
6. Th. .lOURt t..~I. (line 6) I. det.r.ln.d bV .ubtr.ctlng the d.bt. and daductlon. Illne 5) fraa tha ..ount .ubJaot to t.. (line ,).
7. Entar tha lPP~oprl.t. tax rat. fllna 1) .. dat.relnad b_law.
A. For d.t.. of d.ath occurring .ft.r 6/30/9., the ta. r.t.. 'a~ tren.f.r. to 'POUI.. ~r. .. follaw'l
I. O.ta. of da.th on o~ .ft.r 1/1/94 and b.for. 1/1/95 the r.ta I.'SX.
I. O.t.. of d..th on or aft.r 1/1/95 tran,f.r. to IPOU." will ba t...d .t ox te. rata.
Hota. for dat.. of d..th prior to 7/1/94 tran.far. to .pou.a. .r. t..~I. .t 6X.
I. Tran.far. to llne.l ducendanh Includlna f.thar, IOthllr, son, d.ught.~, grandchildren, son-In-law,
daught.r-In-I.., stepchild and th.l~ I..ue .ra t..abl. Bt .1. p.reent (6X).
C. Tran.far. to all other. Includlna bratha~, .I.t.t, unci., aunt, naphaw and nl.ca .r. t..~I. at flft.." parcent (ISX).
D. If YOU chang. the t.. nt., pl.... .paclfv your r.l.tlonshlp to thl daCacMnt In the ara. prOVided.
I. The .aaunt of ta. due (line .) I. dat.r.lned bV .ultlplvlna the aaount ~..abl. Illna 6) by the t.. r.t. (lint 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AIlawabl. dabt. and daductlon. ara d.t.ralned .. fallaw'l
A. You leg.llV ar. r..pon.lbl. fo~ p.vaant, or thl ..t.t. .ubJect to adtlnl.tr.tlon bv . p.r.on.1 rapr..antatlva 1. In.u'flclant
to p._ thl deductlbl. It....
I. You aetuellv paid the debt. .ft.r d..th of the d.cadent and can furnl.h proof 0' p'v..nt.
C. Debt. baing clalaad MU.t be It..I.ad fullv In Part S. I' additional .paca I. naadad, u.a pl.ln p~r I I/l" . 11". Proof of
p.~t .av ba re....tad bv the PI Depart.ent 0' R.vll"lUl.
:'.,'.'.,i' TAXPAYER' ASSISTANCE
IFVOU NEED FURTHER INFORMATION DR ASSISTANCE, CONTACTANV
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
. . DR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRY UNIT IN
HARRISBURG AT (7171 787-8327. TDDI (717) 772-2252 (HEARINGIHPAIRED ONLV)
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REV-1543 EX AFP (7-951_
CDMONWUl m OF POINSYlVAHIA
DEPARTMENT OF REVOIJ[
BUREAU Of INDIVIDUAL TAXES .
DEPT. unol
tIARRISIURQ, PA 1'''1.0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
~
FILE NO, 21 - 96'0 c,O(
95139001
08-14-95
ACN
DATE
ESTATE OF ENOCIl D GEPHART
5.5. NO. 204-30-5652
DATE OF DEATH 05-25-95
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
RENIT PAYNENT AND FORNS TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
THELMA G ALLEMAN
671B OLDE SCOTLAND RD
SHIPPENSBURG PA 17257
DAUPHIN DEPOSIT DANK I h.. provldld thl DIP,rt...,' with ttw Infor..tlon llltad below which h.. b..n used In calculatlna thl
patent II. t.. dUe. Thalr racardl Indlc.t. that ht the d..th of thl abova d.c.d~t, rou w.t. I Joint ownar/beneflcl,rv of thl, ICCount.
l' you f..l thl. Infor..tlon I, Incorrlct, pl.... obtain written corr.ctlon fro. the fl~l.l Inatltutlon, attach. copy to thl, 'or'
end r.turn It to the ~y. .ddr.... 'hi. account I. 'I.abl. In .ccord~. with thl I~rltanc' T.. law. of the C~.lth of P~.ylv~l..
ou..tlonl ..y be en,wlred by caltlnG ell/) 1.,-aS27.
COHPLETE PART 1 BELOW . . w SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0097254134 D.t. 01-28-80
Eobblhh.d
Account 8.1~.
rarcant Taxabl.
..ount Subj.ot to
rax R.t.
Potential Tax Dua
3,172.29
50.000
1.586.15
.06
95.17
TAXPAYER RESPONSE
FAJLURI TO. RISPOND .WJLL R!SUL TdIH AN OFFICIAL TAX AS8!SSH!NT BASDON THIS NOTICI
To In.ure proper credlt to your .ccount, two
(2) capl.1 a' thl. notice au.t .ccaapan~ your
plYlant to the RIglltlr a' Wllll. "akl c~ck
payable tal ~R.gl.ter of willi, Agant".
x
x
NOIEI If t.M pa,.entl .r. .Ide within thr..
IS) eonthl a' the dec~t'. det. of daeth,
you ..y deduct. s:c discount of th41 taM due.
Any IntMlrlt.nu tlM dUe wlll becOH dlUnquant
nl~ (9) aonthl a,tlr thl date a' de.th.
To.
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. ~ The .bove In'ar..Uan end taM dull II carrHt.
LI.ll. You ..y choo.. to r..it p.y.ant to thl RIGhter of WIU. with t~ copl.. of this noUcI to obtain
. dl.count or .vold Int.r..t, or you ..y check boM "A" end r.turn thla notice to the Raglltar a'
Will. end en a'flcl.l .......ent will be i..ued by the PA DepartleRt of R.v~.
I. r=J Th. abova ....t h.. ba.n or will be r.portad and taM paid with the P~.ylvanll Inherltancl TIM r.turn
to b. filed b~ the d.cedent'. rapr..antIUv,.
c. 0 Th. abov. Infar..tlan lJ.J.ncarr.ct andIO~.bh and d.ductlon. ...r. paid b~ you.
Vou au.t caaplet. PART L!J andlor PART L!J b.law.
If you indicata a diff.rant tax rat., pl.... .tat. your
ralation.hip to dacadentl
K
FAli
1
2
3
4.
5
6
7
~t'i.L\ \ 8
DEBTS AND DEDUCTIONS CLAIHED
.... _ ,. CIA\clUSE ON~ 0 AAF
F:~~~PART~E"T ..0Fi R~,~E"UE.
PART
~
iAA
LINE
RETU~H - COHPUTATION
1. Dat. E.tablt.had
2. Account Balanca
3. Parcant Taxabla
~. A.ount Subjact to Tax
S. Dabt. and Daduction.
6. A.ount Taxabla
7. Tax Rata
8. Tax Dua
TAX 01; JOII;T/iRUST ACCOUIlT:l
I."
OF
1
2
3
4
5
6
7 X
8
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PART
~
DATE
PAID
PAYEE
DESCR I PTI ON
AMOUNT PAID
I
TOTAL IEnt.r on Li~ 5 of Tax Co_putation)
I
.
Under penaltta. of parjury, I daclare that tha fact. I
co__lat. to?tha ba.t of .y knowladge and baliaf.
r-rt tJ . . . a (ft{il"/~"-'
TAXPAY~E
have raportad abova ara true, carrect and
HOHE (7/7) .'J.~,:J- .5'?'37
WORK ( 1
TELEPHONE NUMBER
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT ..Uh -..tlcabll Int.r..t b...d on Sn'or..taon
lubIIltted by the flnWMlI,1 Institution.
I. J~~lt~. t.. bec~' delinquent nine aonthl .,t,r tha d'c~t'. data of d.,th.
S. A Joint ~count II ,..able Iven though the dlcadent', n... w.. added .1 . ..ttar of convenience.
4. Accounh Uncludlne tho.. Mid bIIt..I'" hulblnd ..,., wlfa) whlch tM d.cadent put In Joint n.... .,lthln OM w..t prior to
d.~lh .t. fully t..abl. .1 tren,'.r..
5. Account. ..tabll~ Jolntlv b.tween hu.b~ ~ ..1'. ~r. t~ ~ v..r prior to d..th .r. not ".abl,.
.. Account. held by . decedent "In trult for" ~th.t or other. .t. t..abl, 'ully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
I. BLOCK A .. If tM In,onatlon IInd COllPUtaUon In the noUn .r. corr.et MIl deduction. .t. not bllng cIIINd, PIKI WI '")l"
In block "A" of P.tt 1 of the "'a.plvlr A,.pon.'- I.cllon. Sign two copl.. and ,ub.lt the, with your check for the .-GUnt of
t.. to the R..I.t.r of Will. of the c~ty Indlc.t.d. The PA Dep.rtsent 0' A.vsnu. ~III l..us en o"lcl.1 ......-.nt
(Fora REV-l"l EX) upon rsc.lpt a' the r.turn 'ros the R.gI.tar a' WIll..
2. aLoc.. - I' ths ....t .p.cl'lad on thl. notlc. hi. b.en or will b. r.port.d ~ t.. p.ld Mlth the Penn.ylvenl. I~rltenc.
T.. M.turn 'Iled by the dec.dent'. repr..ent.tlv., plac. en "X" In block _I" of P.rt I of the "T..p.yer R.tpOn.." .actlon. Ilgn ana
copy and return to the PA Dspertsent of R.venue, Jur.au of lndlvldual T...., Gapt 280601, H.rrl.burg, PA 17128.06Dl In the
env.lope provldad.
S. ILOC. C - If the notle. Infor..tlon II Incorrsct andlor daductlon. .ra baing cl.l.ad, check block .C" Iind capl.t. P.rt. 2 ~ S
oK."urdllOlll tu the In~tructlan. b'd,.., 51m twn cOfII-. Md .ubtllt the. Mlth your check 'or the MOUnt of t.. p.yabla to the Aaahtar
of Will. 0' the county Indlc.tad. Th. PA Dap.rt.ant of Rav.nue will I..us an offlcl.l ........ot IFor. R[Y.1S~1 EX) upon rec.lpt
0' the r.turn 'rOl the R.gI.tar 0' WIll..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r ths d.t. the account orllll~lly ~.. ..tabll.had or tltlad In thl aannar ..I.tlng It d.t. of da.th.
HOTEl For. dac~t dvlna .ft.r 12112/1', Account. which the dec~t put In Joint nasa. within one (1) w..r of de.th ar.
t..abl. fullY.. tran.f.r.. Howev.r, thara I. en ..clu.lon not to ..ca.d 'S,OOO par tran.f.ra. r.g.rdla.. 0' the v.lue of
the ICCount or the ,.,.,.r of account. held.
If . doublo a.t.rlak (M.) appe.ra bafor. your flrat ~ In the ~r... portion of thla notlc., the .S,DDO ..clullon
alr.My hili bean deducted fro. the accomt balanc. .1 reported by the financial Institution.
2. Enter the tot.1 b.lanca of the account Includlna Int.rut accru.d to the data 0' death.
3. ThI parcent of the account th.t I. t..abl. 'or aach .urvlvor I. d.t.ralned a. 'allows,
A. The parcant ta..la 'or Joint ....ta .stabllshed IICIr. than ana y.ar prior to the dacMSant'. d..th,
I DIYlDED IY TOTAL HUKlER OF
JOINT DWHERS
Ex..I., A Joint ....t reglstarad
DIYlDED IY TOTAL NUtIEA OF' X 100 . PUtCEHT TAXAILE
SURVIYING JOINT OWNERS
In thl nus of thl deudent and tllD other parson..
1 DIYlDED IY 3 (JOINT OWNERS) DIYIDED IY Z (SURVIVORS) . .167 X lOO . I'.n (TAXABLE FOR EACH SURVIVOR)
I. The parcent t..abl. 'or ....t. cr..t.d within ana y..r of the d.c.dant'. d..th or account. owned by the d.cadant but held
In trust 'or another Indlvl~I(.) (tru.t banaflcl.rl..),
X 100 . PERCENT TAX AILE
I DIYlDED IV TOTAL NUHBER OF SURVIVING JOINT
OWNE:RS DR TRUST BENEFICIARIES
EMIIPI.' Joint .ccount r.gl.tar.d In the neat of tha dacedent and two othar p.rsons and ..tlbll.had within ana y..r 0' da.th by
the d.cadent.
1 DIYlDED BY 2 (SURVIYORS) . .50 X 100 . SO~ (TAXABLE fOR EACH SURVIYOR)
4. The.-aunt .ubJ.ct to ta. (line 4) I. d.tar.lnld by IUltlplylng the ICCount balanc. (line 2) by the p.rcant t..abla ClIne 5).
S. Ent.r the tat.1 0' the debt. and daductlon. listed In P.rt 5.
6. The.-cKrlt taxable Ulne 6' .. a.tar.lnMt by .ubtrlHlUnt lhl aebh w.a de>Uuul1OtI. lair.. !t) .r&/oll ttMI .-vunt lubJeot to lal" UI,... 4).
1. Entar the approprlat. tax r.t. (1lna 7) .s detaralned b.low.
A. For dat.a of d..th occurrlna .'t.r 6/S0/9~, the ta. r.t.. 'or transl.r. to spou.as ar. .. follow.,
I. D.t.. of death on or a't.r 7/1/94 and b.for. 1/1/95 the r.ta I. 51.
,. Data. of d.ath on or a'tar 1/1/95 tran.'.r. to spous.. will b. t..ed at OX t.x r.ta.
Notal For d.t.. 0' d..th prIor to 7/1/9~ tran.'.r. to .pou... .r. t..abla at 6X.
I. Tran.'.r. to Unaal ....c~t. Including '.ther, .ther, .on, dauWitar, grandchildren, aon.ln.IItW,
~t.r-In.I,"" .t.,chlld and theIr Is.ua .r. t..abla .t .1. percent ('XI.
C. Tran.f.r. to all other. Including brother, .Ist.r, unci., aunt, naphaM ~ nlaca .ra t..abl. .t 'I'taan parcent (15X).
D. I' you change the ta. r.t., pla.s. .paclfy your r.l.tlonshlp to thl dacadent In the araa provlOed.
I. The IHUf'It 0' tax due tUna I) .. dataralned bv IUltlphlna the MOUnt t..abl. Utna 'I by the tax nt. (IIna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabt. and deduction. ar. det.ralned IS fallOM.'
A. You I..ally ar. r.spon.lble lor paw-ant, or the .st.t. .ubJect to adalnt.tratlan by . perianal r.pr..ant.tlv. I. In.uf,lclant
to pay the daductlbl. It....
I. You IHltually p.ld thl dabts .ltar de.th 0' the decadent and can 'urnlsh proo' of p.,.."t.
C. o.bts baIng al.IHd lUSt be It....ad 'ully In Part S. If additional SIlK. II naacMd, UN plain p,,"r I 1/2"" III 11". Proof of
p.yaant .av be r.....tld bv the PA Dep.rt.."t of R.venue.
.. .... :....TAXPAYERASSXSTANCE.,y;.
IF YOU NEED FURTHER INFORMATION DR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
. DR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
- .-. - .,.... -., -- ..
- -- -- -- ----- -~----~..:...----- --- - -- --------------"-1
E-,1,:~~_____:~:'~<:>.":,_:-, '., '::_ ,_,.1.--.,:"''''': ;"';:, ,':.'_i '-, '_' '. ''',: '-.'-"-, . r
D" ....... .'.AA......O'.48.1'1'S..... .COMMONWEALTHO,",PENNSYLVANIA ,. .
NO. .' . DlPARTMINT 0' RIVINUI '
!ii",will;~'I"'OFPICIALRECEIPT. PENNSYLVANIAINHERITANCEANDESTATETAX. " . ..'
RECEIVED FROM:
I
ACN
ASSESSMENT P:'
CONTROL IiII
NUMBER
AMOUNT
THELMA B. ALLEMAN
671B OLDE SCOTLAND RD
Y01;:101;11;14
.C:l/.UU
l
SHIPPENSBURG PA 172e7
ESTATE INFORMATION,
1:'1 fl E N MBER
1II 21-19ge-060B
EJ NAME Of DECEDENT (L"ST)
II DATE Of PAYMENT
m POSTMARK E
COUNTY
SSN 201-30-e6152
(fiRST) IMI)
REMARKS
m TOTAL AMOUNT PAID
REGISTER OF WILLS
\ '1 "~
RECEIVED BY / iif, ,:! !; I !,
, ./ ~GNATUAl
.' /. J
MARY C. I.El;US / ~.
REBISTER OF WII.I.S
.217.00
PB
THEI.MA G AI.I.EMAN
SEAL
CHECK" 1321
:.J l I ,~)
1/.1 '
,/' 1.1 I
:.. '-/ I
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NO, ',,' ,,', ", '", ", DIPARTMINTOPRIVENUE
OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATUAX
~-.I\lIWII~"'1
,.'
RECEIVED FROM.
I
ACN
ASSESSMENT r:w
CONTROL i:.t
NUMBER
AMOUNT
THELMA G. ALLEMAN
671B OLDE SCOTLAND RD
~:)1 ::1...00 1
....0.<11
SHIPPENSBURG, PA 17e~7
,otOHf.'
I
I
I
I
I
I
m TOTAL AMOUNT PAID .90.41 I
~~... ~w I
V; e I ')
RECEIVED BY / '-I/"t4/ I'
_' ONAU E
MARY C. LEW I
REGISTER OF WI~LS I I
-.--:.~..-..- - -- --- --- --.------:--~.--:-,.~ ~.~_'7 -:-" "-- - - - - - - - - -.. - -.- ""'.,,- "'""7"T - --.--_.~...r-':"_':":"'T,~
. >. '. .. I ,
. . ," .
ESTATE INFORMATION,
!'I FILE NUMBER
lIlI el-199~-060B
EJ NAME OF DECEDENT ILASTI
II DATE OF PAYMENT
II POSTMAR
COUNTY
SSN eOl-30-~6~e
(FIRST) IMII
DATE OF DEATH
&la&f9
REMARKS
THELMA G ALLEMAN
SEAL
CHECK" 13e4
REGISTER OF WILLS
..
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PURPOSE OF
NOTICE I To fulfill tM ~.quln.ent. of s.ctlon UltD 0' the; Jnh,r&hnce and tit,', ,... 't', A.. " .f 1"1. .11 P,I.
Section ZIItO).
PAvttEHl'. o.tKh the top portion of thl, Notlu end .ubtllt with )lour Plvaent to the MI.ht" If Willi ..,In'''' '" the
rIY.,." lide.
-- "-k. check or .oner order plylbl. tal REGISTER OF WILLI, AQ(Nf.
All p.,..nt. rec.lvld .h,ll fJr.t be applied to .ny lnt.r..t which "V be due, with en, ,...Inder .,,"~ t. t~ 'IM.
REF1.ItD CCAh A ,..'WMI of . tIll crldlt, whIch "" not r.quested on 'M ,.. nturn, .1., " ,.'t'l..t~ b, .....I.tI'" tilt -...U"UIIn
for R.fund of P~.ylvenl. Inn.rlllnc, and E.t". T.." CAtV..S11). appllc.tlon. .t. Iv.ta'-Ie .t the 0"1'1 of
the Aeal..e,. of Will., en>> of the 21 A.v~ DI.trlct D"lc.. Dr br c.lllnt the .,..11. 'It-hour Ins..,lnt ..rvl..
~r. for for.. ordering I In P~.ylvenl. l-aOO-162-2050, out.lde Penn.w''''~'. ~ ~IIh'" ....1
H*rrlsbura ar.. (717) 717.'094, TDDI (717) 772.ZZ52 (He.rlnt ..,.Irld only).
a.JECTIONSI Any p.rty In Int.r.st not ..tl,fl.d with the DPpra'.-..nt, '..DManc. 0' dl.a..ow.nea If d~tlon. ., ,.....-.nt
of tlX ClnclucUna dhcount or Int.ra.U a. lhown on thh HoUu "'1 obJ.t' wUhln .I.tw C". "''I' .f ,......, of
thl, NoUc. bYI
--wrltt." prota" to tM PA Depart'ant 0' Atvenue, .o.rd 0' App..ls. 0.\. ""'" 1I",II.,r.. Pi UUI.IOII, 0111
-.lllctlna to hI..,. the ..tt" d.tlr.load .t thlt audit of the account of Itlll ,.,.on,l r...,...,,'aUva, 0111
uBPPIII to thl Orphans- Court
ADHIHa
ISTAATlVE
CORRECTlONSI
Factual .rror. dl,covlrad on thl. ......-.nt .hoUld ba ~r"'ad In w,ltln, lal PA O....rt.-nl of .'''InUI.
.ure.... 0' tncUvhfUal hXII, ATTHI po.t A.......nt R...,l.w Unit. IKPT. "06al, "srrltbur" PA .n".a"l
Phona (717) 717.6505. s.. pIa- 5 af tha booklat Rln.tructlon. 'or Inherll.nea f.. ..'urn 'or, R"ld""
Decld."t" (REV.IS01) 'or en ,xplanatlon 0' Idllnl.tr.tlva.., co'r..t~I' arrar..
DISCOUNTI
If ~y t.x due It p,ld within three (51 callHldlr aonthl Iftsr 'ha d.c.usnl', d.,Ut, , HVI ,t,cant IIiU
dhcOUlt 0' thl hx p.ld h .llowed.
INTEREST I
Intar..t I, ch.rged b.glnnlng with 'Ir.t d.y of delinquency, or nln, ('I .unlh. ~ Dna e.) day
frol tha d.ta of da.th, to thl data 0' p'Ylent. ,.... which bae..a "allnqusnt baf.,. January I, ...2
ba.r Intar..t at thl rat. of .Ix C6~J p.rcant par annua c.lculatad .t a dal.y r.11 of .00DI64.
All t.n. which bK'" dlllnquent on or ,ft.r JIW1U.ry I, I,n will b..r In'.r..1 at a ratl which ..Ill vary fra
caland.r y..r to c.lendar Yllr with that r.'a announclld by thai PI Paperl.."t of Aavenue. The appllcabl,
Int.r..t rata. 'or 1"2 through 1995 arll
'I:ul: Int.r..t R.t. Deltv lnt.r..t '.C1tar lUr. tnt.r..t Aat. Dall';/ Intlr..t 'actar
1912 ZOX .OD0541 I'll n .000141
1965 I'X .ODOU. 1....1". lIX .00UOl
I... lIX .00OSOl I'" n .000147
l,a5 UX .DDDn6 'ftS.I'" IX .DIII"
1... 1O~ .DOO274 .". n . DaOl47
.~lnt.,a" I. calcul.ted a. 'Ol1DMII
INTEREST = BALANCE OF TAX UNPAID H NunBER or DAY. DELINQUENT H DAILY INTEREST FACTOR
..Any HoUca I"uad aftar the t.1l ~OM' delinquent ..Ill r.fI..t M In,.,..t ulculaUon to flft.." US) day.
tMyond \hi data a' tIM ........"t. If pa,.."t II lade a"a,. '1M Inta,..t c...-u'.Uon d.t. thown on tIM
NoUcI, .udIUOftII Int.,..t ""It be calculatad.
/
/ 5'~ '/9- /-1
REV-lSIt8 EX AFP (12-94)*
CCMtONWEAllH OF PEtfrtSYL \1,"1&
DEPAATtoT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2ID601
HARRISBURG, Pi 17128.D601
NOTICE OF INnEllITANCE TAX
APPRAISEHEHT. ALLDMAnCE DR DISALLDMANCE
OF DEDUCTIOn. t. AnD ASSESSUEIIT OF TAX ON
JOINTLY .ELD DR TRUST ASSETS
DATI! 10-23-95
ESTATE OF GEPHART
ENOCH
D DATE OF DEATH 05-25-95
COUNTY
CUMBERLAND
FILE NO. 21 9S-060B
S.S/D.C. NO, 204-30-5652
THELMA G ALLEMAN
6718 OLDE SCOTLAND RD
SHIPPENSBURG PA 17257
ACN
95139001
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
..000000t R..1U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iifv:isirj-iiC-AFji-riif:9irj-----------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
DATE 10-23-95
ESTATE OF GEPHART
ENOCH
D DATE OF DEATH 05-25-95
COUNTY CUMBERLAND
S.S/D.C. NO, 204-30-5652
(X) ACCEPTED AS FILED () CHANGED
JOINT DR TRUST ASSET INFORMATION
DAUPHIN DEPOSIT BANK a TRUST CACCOUNT NO.
FILE NO. 21 95-0608
TAX RETURN WAS.
FINANCIAL INSTITUTION.
ACN 95139001
0097254134
TYPE OF ACCOUNT. () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-2B-80
Account Balance
Percent Taxable X
Amount Subject to Tax
Dabts and Deductions
Taxable Amount
Tax Rate X
Tax Due
3.172.29
0.500
1.586.15
.00
1.586.15
.06
95.17
TAX CREDITS:
PAVMENT
DATE
08-23-95
RECEIPT
NUMBER
AAD48164
DISCOUNT (+)
INTEREST (-)
4.76
NOTE, TD 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
DR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT,"
AMOUNT PAID
90,41
95.17
,DO
,DO
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DAT~,..SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I C~~l YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
~
on 1.::TJ
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HOTICE. To fulfill the r~lr..ent. of Section 21'0 of the J~rJt~ ~ E.t.t. 'ax Act, Aot II of 1991. (72 P.I.
SMUon 2140),
PAYJt[HT.
Debch the top portion 0' thh NoUN Met IUbIItt with vour plpwjt to the A.....t.,. 0' NU18 printed on the
rever.. II....
... ..... checIr. or IIOMY or.r pIYlibI. to. REGUTER OF WILU, AGENT.
All pQ'Mnh "'Ilved ""'11 fir.t b. ...UIId to MY Int.,...t WlICh MY .. due, with -.w r_I,.,. ..-Ued to the tax.
REF1ICD(CRh
· r.fwMI of . tax erMin, which .... not "....Iled an ttM tl. r.tum, ... M r.....t... b caphUng .., -Appl1qUon
for Aefund of Penna.lv..,.a Inh'rlt~. Met Eatat, T..- (REV-IllS), ApplicatJon. .r. Ivwllebl. at the a'flcl of
the Retlat.r of NUh, MY of the Z3 RevMUe all'rlot Dfflul or b CIU1". tM IPMJal U-hour .......rlng ..nlol
nu.be,.. for fo,.., orderln'lI In p...,aylvenl. 1-101-362-2050, outll... P.,..".ylY..,t. Md within loa!
HIIrrbbur. 'r.. (117) 717-1094, TDUI (717) n2"USZ (...."1nt1 1.llred Only).
OIJECTIOHS.
Any party In lnt.,...t not ..UaUed with the ...nl......t, .lIownc. or dl..UOMMC. 0' dMuotlon. or ........,t
0' tu (Including dhcount or Int.rllt) .. IhoNn on thh Notlc. ..y objlHlt within .heb (60) dIIy. 0' rec.lpt of
thh Notlc. by,
--wrltt., pro tilt to tM PA ~.r~t a' RIVWIlM, Io.rd of an...., D.t. 211021, HIIrrlabura, PA 1712I-lOU, OR
--.lectlng to hliv. the ..U.r det.relned .t U. IUCfIt of the eccount 0' the peraonel r.,re...,tIUv., OR
--.....1 to the Drphen.' Court
ADttIN-
ISTRAllY!
CORRECllDHII
'eotuel .rror. dl,covlred on thl. ......-.nt ahould be Iddr"'ed In wrIting tal PA Dep.rtlent 0' R.v~,
auraeu of Indlvldull T...., ATTH. Pa.t A....~t R.vl.w unit, DEPT. 280601, H.rrl.burl, PA 171fl-0601
Phone (717) 7.7-6505. See PIOI S of the bookl.t -In.truotlon. for I~rltenc. T.. A.turn for. A..ldent
OIc~t. (REV-IIOI) for ., ..pl~tlon of IdIlnl.tratlv.ly corrlOt~l. .rror.,
DIICOUHT.
If ~ t.. due I. Plld within three (5) ClI~r eonth. Ift.r the decedent'. d..th, . flv. percent (IX)
dllcDW1t of the t.. Plld II eUDWId.
INTERUT.
Int.r..t I. chIrged bQlmlng with first dIIy of delinquency, or nln. (9) .unth. end OM (1) d.y
'rOIl the dIIt. of de.th, to u. dIIt. of plYHnt. T.... which ~ delinquent before J....ry 1, 1912
beer Int.rllt at the r.t. of .he (Q) percent per .... c.lculat... .t . delly rat. a' .000164.
All tu.. .....Ich bee.. cMlInquant on or .ft.r JlnUllry 1, 1912 ..111 bur Int.r..t It a r.t. which ..111 v.ry frCMI
cllendar yur to cllandar v..r ..Ith thlt rete a"nOlnClId by the PA Pep.rt...,t of A.v.,.... TM 'PfIUcebl.
Int.rm.t r.t.. for 1'12 through 1995 .r..
liar Int.r.d R,t, D,l1v tnt.r..t FlWltllf'
!Dr
tnt.,.,.t R.t,
n.llv tnt.,...t FlGte,.
1912
198
1914
1915
1'16
--tnt.r..t
"X
lOX
IIX
In
In
I. calculatld ,.
.000541
.aouJa
.UOSal
.00OS56
.000274
faUOM.,
1917
1'"-1"1
199'
1"5-1""
1995
n
IIX
n
n
n
.aDOU7
.DOUOl
.aD0247
,000192
.000247
IHTEIIE8T . IALAHCE OF TAll UNPAID X HUIlIER OF DAYa DELINQUENT X DAILY IHTEIlElIT FACTOR
--Any Notlc. 1..UId .'t,r the t.. becu.a. delinquent MIll rlflHt en Int.r..t calcul.tlon to fl'teen (IS) dew.
beYOnd the d.t. 0' u. ............t. If p.,..,t II ... .fter the Int.r..t co.putaUon d.tl shown on the
Hotlc., additional Int.r..t .u.t be c.lculated.