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REY-1543 EX AFP (7-951*,
COHHONWUl HI Of PrHN1YlVAHIA
I)[PAAIHtHI Of RfYUIJ(
JUNEAU OF INDIVIDUAL TAXEI
D[PT. llD6D1
tlARAlSlURG, p" 11ua.D6Dl
/6-' 56/-S./
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.219.j-:.r;{.~
95139527
08-15-95
ESTATE OF THOMAS E WATSON
5,5, NO, 210-26-9685
DATE OF DEATH 05-30-95
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVIHGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHEHT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALICE M WATSON
4386 ORRSTOWN RD
ORRSTOWN
PA 17244
ORRSTOWN BAHI< h.. provided the Depart..nt with the InfanaUon IlIt.d balow which h.. b.." u.ed In calculaUng tM
potlntSal taM due. Their racord. Indlcat. that at the d..th of thl abovI dlcadant, you wlr. I JoInt owner/beneflcl.ry of thl, ICCount.
If you '..1 thl, Infer..tlan J, Incorrect, pl.... obtain wrltt." corr.ctlon 'ro. the 'Inancl_1 InstItutIon, attach. copy to thl_ far.
end return It to the ~V. .ddr.... Tht. account I, tawlbl. In IccrrdencI wIth the Inharltenc4 T.. llw. 0' thl C~.lth of Pennsvlvanla.
uu..tlon. ..y bl .".w.rad by calling (717) 717.13Z/.
COMPLETE PART 1 BELOW . . . SEE REYERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account Ha. 001-0039556 Data 04-16-88
Eotablhhod
Account B.1anc. 9,014.79
Parcant Taxab1. X 8 . 333
A.aunt Subjoat to Tax 751. 20
Tax Rota X .06
PatanUol Tax Duo 45.07
PART TAXPAYER RESPONSE
[!] 1.I'AILU!lILTCI !lE~"O"l)lfILt:,RI!SUL'I':;XNAH OI'I'.~C IAL'I' AX ASS.I!SSHEH1\ BASED ON/tHIS HOTXCIL.I
A. u1'TtMI above Infor..t1on and tax due h corr.ct.
1. You ..y choo.. to r..lt p.yaant to the Regl.tlr of Will, wIth two copla. of thl. notlc. to obtaIn
. dl.count or avoid Intere.t, or YOU .ay check box "A" and r.turn thl. notlc. to the Register of
Will, and en official .......-nt wIll be I..ued by the PA Dlpart-.nt of Rev~.
To In.ure proper credit to your account, two
(2) copl.. of thh notlca llU.t ICCOllpany your
payaant to the Regl.tlr of Will.. "ake check
peylble t01 "R.al.t.r of Willi, Agent".
HOTEl If lIuc papanh .r. net. within thr..
(3) .unth. of the decadent', date of death,
you .ay deduct a 5;( dl.count of the tax dU..
Any Inheritance tlllX due ..Ill baeo.. dlllnquant
nIne (,) .unth. aft.r the date of d.ath.
[CHECK ]
ONE
BLOCK
ONLY
PART
~
TAX
LIHE
Rl::T:JRN .. COI;PUTAT:ON
1. Date E.tabliahad
2. Account Balance
3. Percent Taxable
4. A.ount Subjact to Tax
5. Debt. and Deduction.
6. AltOunt Taxable
7. Tax Rata
8. rax Due
8. D Th. above ....t hell be." or will be raported Bnd tax paid with the Plf'!f!:sy1~....I. Inh.rltane8 T~ return
to be fU.d by the decedent.. npr..antatlv.. r,) ~-~ ,~-~ -n n';
L. , l"'
C. 0 The above Inforeatlon I~ncorract Bnd/ol=-Aabh nnd deductions ...r. P~id by you.' - ,
You wu.t coapl.t. PART L!J Bnd/or PART L!J below. -.
If you Indlcoto a dlffaront tax rota. ph..o otato your ,""""""")Hi>~F~ICIAl:tSF:;,'ONLV/OAAF'!
rohHanshlp to docodonb , """""" PA" DEf'ARl'ME.la<OF REVENUE .' .,.,!
or TAX ON "'OINTI'TnU~T Accct.mTe ::fkh\1!: :':':':';';':::::.iI:':;~:",;: ,::-:;";"::;:::;;';;:;; ,..;,j
1
2
3 X
4
5
6
7 X
8
" '~:i.~"'
""'J'"'
PART
[!]
DATE
DEBTS AND DEDUCTIONS
... .1
,,'."2.
P, 3.
", ,P 0\' ,
",' ,,5,
6
.. 7
:8
CLAIMED
::>::'{~'::""
):t::;;;
'l:i1'"
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL IEnt.r on Lina 5 of Tax Co.putatlonJ
I
.
Under panaltl.. of perjury, I declara that the fact. I
coeplate to tha be.t of ay knowladge and belief.
17/.:', Yilt W~/
T~ Si~NATUA~ ---
have reported above ara true, correct and
HOME ("/7) s.~.;t- s I oJ 7
WORK ( 1
TELEPHONE NUMBER
GENERAL INFORMATION
I. rAlLUn TO U.POND WILL UIUL' IN AN OffiCIAL TAX ASSESS"!NT wlth appllnble Int.r..t b..~ on t"for.ltlon
.ua.ltt", b, t". fln..l.1 In.tHulton.
10 ....rat...... 'all IMe.... dell~' nine ..,thl .U.r tM Mud.,,". de'_ af de.th.
5. . Jel"' ...DUn' II '....1. .~." though 1M deCedent'. n.. .... Meted II . ..Uer of convertIMe..
4. a..wn" t IMludl", thl.. tMld be'WHIt hutbllnd Met "Uel which ,he detect.,., put In Joint n.... wllhln OM y..r prior to
...th .r. 'ualr '..lbl, II 'ren,'.r..
a. '''DUn'' ..t_1 hheel Jolnlh betWMn hU.b..t IInd wU. Hr. thlln DM V..r prior to cketh .r. not 'I.lbl..
,. ....unl. he.. bV . deC~."t ~In tru.' fa,. ~ther or ather. .r. tall8ble full..
REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE
I. Ilota A . If 1M In,or..Uon Met caput,taon In the noUce ar. correct .Mt deducltlon. .r. not IMina al.1Nd, plec_ tin "r
In blMk ..." of Pert 1 of the WY..p.,.r A..pon.... IHtlon. lion two cople. .".. tub. It thell with ,our check for the .-cKI1t of
,.. t. the R..I..., 0' Will' 0' t~ county Indlc.ted. T~ Pi Depart..nt 0' A.venue will I..ue en 0"10111 .......-nt
.,.,. RlV.,..1 [X) upon r,cllpt of t~ ,aturn froa the Aegl.t., of Will"
I. IlDtl' _ If the ....t .peel'l... on thl. not Ie. ~. been or will be ,.,crted and t'M paid with t~ p~.ylvenl. Inhlrltanca
ta. _.turn 'lied by the decedent'. r.,r..entatlv" plee. en "X" In block .1" of p.rt I of the "',.p,Ylr A.,pon.a" .eotlan. Ilgn one
..,w ~ rlturn to the PA Oap.rt..nt of Alvenue, lurlau 0' Indlvldull TaMI., o.pt t1D601, H.rrl.burg, Pi 17121-D6DI In thl
anvil.,. provided.
I, IlOCI C . If thl notlc. Infor..tlon 11 IncorrlGt lIndIor deduotlon. .r. b.lna elalNd, check block .C" end cap I." P.rt. .I: ~ S
....rdll"ll to thl In.\nlGtlonl b.le... ~Ign two cop I.. and tutMIlt th_ ..lth your chick for t~ ..aunt of till p.ylbl. to thl! A.alat.r
.f will. 0' thl county Indlc.ted. The PA D.,.rt-.nt of R.venue will I,aue en offlclll .......ant C'ora A!V-IS41 [X) upon recllpt
.f thl r.turn fro. thl R.gl.t.r of Willa.
TAX RETURN - PART 2 - TAX COMPUTATION
1I""
I. lntlr thl dAti the eocount originally w.. ..tlblllhad or titled In thl .anner .Ill.tlna .t d.t. of delth.
NOtll '0" decadent dylna .ft.r 12/12/121 Account. which thl d.cedent put In JoInt n.... within one (I) y.ar of de.th .ra
t...bl. fully.. tren.flr.. llowevar, tMrl .. an aMclullon not to ucHd n,GOD per tren.f.r.. reaardl... of thl value of
thl eocount or the nulltMr of Kcounll Mid.
If a doubll ..t.rllk (..) ."..r. bafora your flr.t n... In thl addr... portIon of thl. notlc., the tS,GDa axelu.lon
alrHd1 hi. be... daduat... fr" thra account b.lanc. .. repartld by the fln.,.I.1 In.Ututlon.
I. [nt.r thl tot.1 b.lenca of thl! KCount Includlna lnt.,..t accrued to the data of death.
S. ThI p.rcent of the account t~t I. taxBbl. for .ach .urvlvor I. det.ralned .. follow..
A. ThI percent tlleabl. for Joint ....t. ..tBblhhld .ore than one v..r prior to the declUnt., de.th'
1 DIVIDED BY TOTAL ~UJt Of'
JOINT OWNERS
[..-pll' A Joint ....t r.gl.t.rld
DIVIDED IV TOlAL ~IER OF X laG .. PERCENT TAXAILE
SlINIVIHCI JOINT OWNERS
In the n... of the cMc.dent and two aU-I'" person..
1 DIYIDED IV 5 (JOINT DWHERS) DIVIDED IV 2 (SURVIVORS) .. .167 X laD .. 16.7% (TAXAlLE rOR EACH SUAVIYDA)
I. The perunt t.xlbl. 'or ....te cr.ated within one y..r of the; dKedwlt., d..th Ol" account. DWMd by the dKlldllnt but held
In tru.t far another Indlvhtua1C.) (tru.t beneflel.d..U
I DIYIDf:D IV TOTAL HUHIER OF S\JNIVIHC JOIHT X 100 " PERtEKT TAXiILE
QWNE.RS DR TRUST IENEfICIAAIES
EM..,11l Jalnt account r.aht.rld In the n... of thl decadent fIr'ld two oth.r p.rlon. end ..t.e.lllhed within one Yllr of d..th by
the d.c.d."t.
I DIVIDED IV 2 (SURVIVORS) ".5D X laG .. SIX nAXAILE FOR EACH Sl.lNIVOR)
4. The.-aunt .ubJeot to t.x Cline 4) I, d.t.r.lned by .ultJplylna the account b.lanc. (lIne ~) by the p.rcent t.xabl. (lIne 5).
.. (nt.r the tot.1 of the debt. ~ deduction. ll.t.d In p.rt S.
t. 1he MOUnt texabl. Ulna 6) h dat.r.lned by .ubtractlna tna dabts end deOUCtlon. u!rHlI bJ "\HI lh. .-GUIlt .ubJ_t to t.... Ill".. 'U.
7. (nt.r thl ."roprlat. t.M nt. (lIna 1) .. d.t.ralned b.low.
A. 'or dat.. of d.ath occurrlna .ft.r 6/SD/94, the t.x r.t.. far tr~.f.r' to .pou... .r. .. falloM'1
1. a.t.. 0' d..th on or .ft.r 7/1/9. ~ bl'or. 1/1/95 thl rat. I. SX.
Z. Dat.. of d..th on or .ft.r 1/1/95 tran.f.r. to .pou... Mill be taxed at ax tlX r.t..
Hot.. 'or dat.. of death prior to 7/1/94 tl"an.f.r. to 'POU'.' .r. t.xabl. at 6X.
I. Tren.f.r, to lIna.1 de.cancl."t. Including f,thar, ..ther, .on, daughter, ar.-.dchl1dran, .on-In-l...,
daught.r.ln-l..., .tepchlld and their I..ue .r. t,kabl. .t .l~ parcant (6%).
C. Tr.".f.r. to .11 other. Including brothel", .I.t.r, unci., aunt, nephew and nlac. .r. t.xabl. at fifteen parcent (15%). .
D. If you change thl t.. r.t., pl.... ,pealfy your r.l.tlonlhlp to the decldent In thl .r.. provided.
I. 1he.-aunt of t.x dUe Cllna I) 1. d.t.ralned by aultlplvlna the ..ount t.xabl. (line 6) by the tak r.t. (llna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. deb" and deduCtion. .r. det.ralned II fallow"
A. Vou legallY .r. r..,on.lbl. for p'v-ant, or thl ..t.t. .ubJact to ~Inl.tr.tlon by . plrlORll rapr..."tatlv, la In.ufflcl.,,t
to p.y thl deductlbl. It....
I. You actu.lIy p.ld thl debt. Ift.r cM.th of the decadent and can furnhh proaf of p.yant.
C. Deb" baing olalMd w.t " It..l:red fully In P.rt S. If addltlonal .pac. Is needed, UN plaIn papar . Ill"" xU". Proaf of
p.~t ..y be r~.tad by the PA o.,.rt.ant of R..,.....
... . . .,TAXPAVERAS!>ISTANCE,' ..""'.""., ..
..' ....'" :'IF YOU. NEED:,' FURTHER : INFORMATION OR ASSISTANCe} CONTACT> Ali't ...{,:,\:"""<,,
. REGI$TER.OF WILLS. PA DEPARTMENT OF REVENUE DISTRICTOFFICE,<,.....
./<.' OR. CALL THE BURI!AU OFiINDIVIDUALTAXESTAXPAVERINQUIRVUNIt:'IN'>i"..."
HARRISBURG AT ,'( 717) 7B7~832T.TDDI.. (717 )772-2252 .... (HEARINGIHPAIRED ,Ol4t'iJ> .
'...N-.'.-....:.:':.:.:.:.:::.::...'."'."
"
,
REV-1543 EX AFP (7-95),*
CDHHOHWfALTH OF PENNSVLVANIA
D[PAAT~NT OF REVENUE
BURUU OF TNDIVIDUAl TAXES
DEPT. ZlD6Dl
HARRISBURG, PA 17121.0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21- 9~(. yo:t.
95139528
08-15-95
,,'
ESTATE OF THOMAS E WATSON
5.5, NO, 210-26-9685
DATE OF DEATH 05-30-95
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
GEORGE H WATSON
7768 EBENEZER RD
ORRSTOWN
PA 17244
ORRSTOWN BANK ha. provided the Depa..t..nt wlth thli lnfor..Uon Ihtad balow which has b.~ Uled In celcuhtlna the
potantlal taw dUo. ThaSr racord. Indlcat. that at the d.ath of the above decadant, you ".1'. a jalnt owner/beneficiary of thl. account.
If you f..1 thl_ Info....tlon 1. Incorrect, pl.... obt.ln .,rlttan correction fr08 t~ flnancl.l Institution, attach. copy to thl_ for.
end return It to the above .ddr.... This account I, t.wlble In BCcardanca with t~ Inheritance TaM La... of the Co.-onw..lth of P~.ylvanl..
Vua.tion. .ay ba an.weraa by cal1ing l'1" ,oi-o~ll.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 001-0039556 Oat. 04-16-88
Eatabllshad
Account Oalanca 9,014.79
Parcant Ta.abla X 8.333
AlIOunt SUbJact to Ta. 751. 20
Tax Rata X .15
Potential Ta. Oua 112.68
PART TAXPAYER RESPONSE
[!] I ',1",,1 LURl!.;I'Cl."II!.SJlOHXlJIILLiI~ESUL,.'IHiAHOF'F'ICIAL:r AXif!SSESSHEHT( BASEJI/OH(fHIStlOrI.Ca ..1
A. l'V1 The above Infor.aUon end tax dl.M 11 corract.
~ 1. You ..y choo.a to r..lt pa~t to tha Ragl.tar of Will. with two capla. of thl. notlca to obtain
a dhcOU'1t ar avoid Intanst, or you ..y check box OOAOO and raturn thll noUca to the Raabter of
Willi and an official .......-nt will ba l..ued by the PA o.pert-.nt of Rav~.
To In.ura propar cr~It to your .ccount, tNO
(2) copIa. of this notlca .u.t accoapeny your
p.y.ent to tha RegI.tar of WIlla. Haka check
payable tOI "RegI.ter of Will., Aaent".
NOTE I If tax payaent. ar. aade wIthIn thr..
(5) .onth. of the decadent.. date of d..th,
you aay deduct a 5X dl.count of the tax due.
Any Inheritance t.lC due will bacon delinquent
nine (,) aonth. .fter t~ data of death.
[CHECK ]
ONE
BLOCK
ONLY
B. 0 The above a..at hili been or will be report.d and tax p.ld with the Pann(Y.l(""anla Inhe~1tanu TalC:r,turn
to b. fll~ by the daudent', r~t..ant.t1ve. C ;- "- - ~,' (',
, , ,
C. 0 The .bove InfanaUan l,J,ncarrect andJo~ebtl and deduction. ware paid by you.
You .u.t cOlIPlata PART l..!..J and/or PART ~ balow.
If you indicat. a diff.r.nt taM rat., pl.... .tata your
relationship to d.cadent,
PART
(!J
DATE
DEBTS AND DEDUCTIONS
.,::,::.::.::,.:.:,;.:-
::::':','::;,:..'
':r'.~C::
i 1
,<< '.','2
.....:
'.5
,6
":.'7' '
... ..8
CLAIMED
iOfFICMLj.l;;E~NLYO "Af'i
PADEP~RTHEN1?Of,. R~\lE.tlUE ,.. .. ",... !
..... -:: ;1:':':: '.:::::;;::'::::; ;:::/,: :::;::<<,;':::::_:::l;::,~: .:.~.': :
".. "..::::::t~::.:,:<':'" "-:':';;;!:r:
PART
~
TAX RETUP.N . en'lPlITATr"N
LINE 1. Data Eatabllahad
2. Account Balance
3. Percent TaMabl.
4. A.ount Subjeot to Tax
5. Dabt. and Deduction.
6. A.ount Ta~able
7. Tax Rata
8. Tax Dua
OF TAX ON J~!~T~!~~~T ^~~~U~T~
1
2
3 X
4
5 -
6
7 X
8
..t~f:'.:"
::,:. ~,
:-::' -.: :::::',":,,',', ~: , '
.::q~.:-
..,.~
""',',".',-'.","
""'.'"...'
":.,,;.
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Entar on Lin. 5 of Ta~ COMPUtation)
Und.r penalti.. of perjury, I declare th.t the fact. I
co~lat. to th. b..t of .y knowl.dga and beli.f.
I
.
\
,
hav. reported above are true, correct ~
HOME ('//7) 53/')- t.9l',Ji
WORK ( )
TELEPHONE NUMBER
"f.:t..~-. 9~.
llATE
TAXPAYER
SI~~
N. UJ~U1h
GENERAL INFORMATION
1. fAlLURe TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT with appllcabla Intarut b..~ on Infor..Uon
,ue.IUed by the flnWMII.t Institution.
I. Inherltencl t.~ becu.el o.llnquent nine ~th. .,t.1'" thl dlcadent'. dlt, of ~.th.
J. A Joint IHcounl II 'Ill_I. IY'" though thlt dlcaden", n... .... lidded .. . ..tt.1'" of convenlenct.
,. Account' IlnclUdlntl tho.. Mid b.twen hutbMd tnd wlftJ which the deeelt..,' put In Joint n.... within OM V"I'" prior to
death '1"" futh '1.._11 .1 '1"''''''''''
10 Acoount. .,t_llthed Jolntlv b.t...." hutbtnd ~ wlf. ~r. then one y..r prior to d..th '1"" not 'a.._I..
.. Aocount, held bv . decedent "In trult 'or" .nather or othar. '1"" 'Ill_I. fullv.
REPORTING INSTRUCTIONS - PART 1
- TAXPAVER RESPONSE
I. BLOC. A . If the 1"'or..Uon MCI caput,Uon In 'M notlc. .,. corrH' Met deduction. 1..1 not bllng cll.led, PIKI WI "X""
In block "A'" of PI..t 1 of the ",..pIVlr A..pon.... notion. Sign two copl.. and ,ub.tt the. with your CMck for thtl .-aunt of
t.. to th. A.gI.t.r of Will. of thl county Indlc.t.d. ThtI PA o.p.rt-.nt of R.vlnU. .,111 I..u. In offlcl.1 ......-.nt
('or. AtY.15.1 EX) upon rec.lpt of thl r.turn fro. thl R.gI.t.r a' Will..
I. ILOCI I - If the ....t .peclfl.d on thl. notle. h.. b..n or .,111 be r.port.d 8nd t.. p.ld .,Ith the P.nn.ylvenl. Inhlrltenc.
,.. R.turn filed by thl dec.dlnt'. r.pr..lnt.tlv., pl.c. In -X" In block ".- of Plrt 1 of th. "T,xp'Ylr R..pan.l" 'IetJon. Sign one
copy end rlturn to the PA Dap.rt-.nt of R.v.nue, lur.1Y of Indlvldu.l Tlx,', D.pt za0601, H.rrl.burg, PA 171Z8-0601 In the
envllope provided.
S. ILOCI C _ If the notlc. Infor..tlon I. Incorr.ct andlor daductlon. ar. b.lng clallld, check block "C" and coaplat. Pert. Z ~ S
~ccordl"D tn t~ In.truetlon. hllow. Slpn two copl.. and .ub.lt th.. .,Ith your chick for th. a.ount of t.. p.yabl. to the Aeol.t.r
of Will. 0' the county Indlc.tld. ThI PA Qep.rt.ent of A.venul will I..UI en offlcl.1 ........nt (For. REY-IS4a EX) upon r.c.lpt
of thl r.turn fro' thl R.al.t.r of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. F.nt.r the d.t. ~ ICCount orlglnlllY .... ..tabll.h.d or titled In the .enner ..I.tlng at dati of d.ath.
HOTEl For. dlc~t dylna .ft.r IZ/IZ/aZ. Account. which thl decedent put In joint n.... within on. (1) y.ar of death .r.
t..abl. fully.. tran,'.r.. How.v.r, th.r. I. an .xelu.lon not to .xc..d 'S,OOO p.r tran.f.r.. reglrdl... of the v.lue of
the lCIeOl.W1t or thl nuablr of ItCcountl held.
I' . daubl. a.t.rl.k (x.) eppI.r. b.for. your flr.t n... In thl addr... portion of thl. notlc" the 'S,OOO .xelu.lon
.Ir._ hili bHn deducted frOll thl account b.lanc. III reportld by the flnlnel1al In.Ututlon.
2. Ent.r thl total b,lanc, of the .ecount Including Int.r..t accrued to the data of d.,th.
S. ThI ~rc."t of U,. account th.t Is ta..bl. for ..ch .urvlvor h d.t.r.lned .. followlI
A. ThI parclnt t.xlbl. 'or joint ....t. ..tebllahld lOr' than on. y..r prior to the d.c.dant'. d.ath.
I DIVIDED IV TOTAL NUHIER OF'
JOINT OWNERS
EXIIPI.. A joint ....t r.al.t.r.d
DIVIDED IV TDTAL HUHIER OF X 100 - PERCENT TAXAllE
SURVIVING JOINT OWNERS
In thl "... of thl decadent and two otMr ~tlon..
1 DIVIDED IV 5 (JOINT OWNEAS) DIVIDED IV Z (SURVIVORS) . .167 X 100 . 16.7Z (TAXABLE fOA EACH SURVIVOR)
I. Th. p'rc."t toabl. for ....t. cr..tld within an. y..r 0' thl d.cedent'. d"th or accCU\t. owned bw th. dlCed",t but hlld
In tru.t 'or WIOthlr IndlvldulU.) (tru.t ben.fielarl")1
X 100 . PEACEHT TAXABLE
I DIVIDED IV TOTAL NUMBEA DF SURVIVING JOINT
OWNEAS DR TRUST BENEFICIARIES
Ex-.pl" Joint account r.al.t.r.d In thl n... of thl d.cadent and two oth.r p.r.an. and ..tab11.h.d .,Ithln ~ w..r of d..lh bw
the d.udlnt.
I DIVIDED BV 2 (SURVIVORS) . .50 X 100 . SOX (TAXAILE FDA EACH SURVIVOR)
.. ThI aaount .ubJ.et to tex Clln. 4) I. d.t.relned bw .ultlplwlng thl account b.llnc. (1In. Z) by the p.rcent t..BbI. (line 5).
5. Entar the tot.1 of the dabt. end d.dUctlon. II.t.d In P.rt 3.
6. Thlll8OU'It ta.lbl. Ulne ., ._ U"hlll.~fWU 1I) ,ual,_llIlY 1I.. ':.t.b ......1 J~..UGnIl Ulne 0;' f,.".. ttMt ..,....t .utJJ."t t" taw (ll~ 41.
7. Ent.r thl approprl.t. te. rat. (lln. 7) e. d.tar.ln.d b.low.
A. For d.t.. of d..th occurrlna eft.r 6/50/94, thl ta. r.t.. for tren.f.r. to .pou... ar. a. follow..
I. D.t.. of d..th on or aft.r 7/1/9. and b.for. 1/1/95 the r.t. I. S~.
Z. D.t.. of d..th on or e,t.r 1/1/95 tran.f.r. to 'POU'" will b. taxld at OX t.. ret..
Not.. For d.t.. of d..th prior to 7/1/9. tran.f.r. to 'POU'" ar. texabl. .t 6X.
I. Tranlf.,. to 11"..1 d..cand....t. Including f.th.r, Hthlr, IOn, deught.r, g,.8ndchlldren, .on-In-I...,
daughter-In-I..., .t.pchlld end thllr I..ue ar. texabl. at .Ix perc."t (6X).
C. Tr.....f.r. to .11 oth.r. Including broth.r, .I.t.r, unci., aunt, nephew end nllC' er. t.xabl. at flft.." p.rcent (15%).
D. If you change thl t.x rat., pi.... .peclfw your r.latlon.hlp to the dIe.dlnt In thl ar.a provld.d.
I. 'hI.-aunt of tax due Cline 8) I. d.t.reln.d by IUltlplWlng the aaount taxlbl. (1In. 6) by th. ta. rat. (line 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and deduction. ar. d.t.r.lnad II follow. I
A. You l108llw .r. r..pan.lbl. for pa~t, or the ..t.t. IUbjeot to .a.lnl.tratlon by . ~r'Dnl1 rapr..antatlv. I. Insufficient
to p.w the dlductlbl. it....
I. You actually p.ld the dabt. .ft.r d.ath of thI d.ced,"t and can furnish proof of p.YMftt.
C. Debt. being cl.llId ...t b. itlll,nd fully In Part 3. If addltlonll spac. .. needed, u.. plein papar 8 112"" lC 11". Proof of
P'YMnt MW be r.qullted by thl PA D.art.ent of Rav...,..
'<",'" ,',.,' ,. , .., """<,'" i<," < ,<>>> ',<),,:,'<'1 AXPAVER':AS SI STANCE' ,<,.,.>,{"{,,,>):",> <"<<< ",' w' "'",
</.:", <,{IF::: YOU ..: NEED:. FURTHER. INFORMATION., OR '., ASSISTANCEj':'CONT ACT' ANY.,':;,:/: .,
<>RE6ISTEROF WILLS. PA DEPARTMENT OF REVENUE' DISTRICT OFFICE .......,.,.,
,,'. ., .,...." OR CAllTHE<BUREAU, OF . INDIVIDUAL ,.. TAXES;' T AXPAVER ,. INQUIRV' UNIT IN<,><:<:<
< HARRISBURG. AT (71 n 787-8327._ .< TDDI (717 >712"22SZ (HEARING IHPAIREDONLV) :' ",.,...
REV-1543 EX AFP (7-95).
COHHONW(ALTH OF PENNSYLVANIA
DE:PARTftENT OF REVENUE
BUREAU Of INDIVIDUAL TAXEI
DEPT. 210601 .
HARRISIURG, Pi 171,.-D6Dl
/,')--5,1. 5-
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 _ 9S"- (, <11-
95139529
08-15-95
RANDOLPH M WATSON
4386 ORRSTOWN RD
ORRSTOWN PA
TYPE OF ACCOUNT
~ SAVINGS
CNECKING
TRUST
CERTIFICATE
RENIT PAYNENT AND FGRNS TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
ESTATE OF THOMAS E WATSON
5,5, NO, 210-26-9685
DATE OF DEATH 05-30-95
COUNTY CUMBERLAND
17244
ORRSTOWH BANK h.. provided the Dep.,.t..nt with ttM Infor..tJon Ihhd balo.. whIch ha. b.." u..d In calculating thl
pot~tl.1 tax due. Their ,.Icord. Indlcat. that at thl d.ath of thl above dlcldant, you ..ara I Joint owner/benefIcIary of thl. account.
I' you ,..1 thl. Infor..tlon I, Incorract, pl...1 obt.ln .,rltten corr.cLlon fro. t~ financial Inllltutlon, .tt~h . copy to thl. for.
and raturn It to the above addr.... Thl. account II taxabl. In Iccord8nC1 with the Inh.rlt~. 'ax l~. of tn. r.n~.~lt~ ~, P~.wlu~l.
QuI.lJon. .ay ba an....r.d by c.lllng (717) 787-8]27.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS
Account No. 001-0039556 Data 04-16-88
E.t.b1t.had
Account aalanca 9.014.79
Parcant Taxabla X 8,333
Aaount Subjact to Ta. 751. ZO
Tax Rata X .15
PotanUal Ta. Dua 11Z, 68
PART TAXPAYER RESPONSE
1Il1;;~~IL~ItT(tR!S"OH~; lfILL\~!SUL'I',INAHO~J:I.CIALT~X\ASSI!SSHEIfl'BAS!DiON.rHISHO'l'IC!\ I
A. ~Tha .bov. lnfar..tlon and t.x due 1. carr.ct.
1. You ..y choa.a to r..lt payeent to th. Ragl.t.r of WIll. wIth two copla. of thl. notice to obt.ln
. dl.count or avoId Inter..t, or YOU ..y check box "A" end return thl. notIce to the Raal.t.r of
WIll. end DO afflcl.l .....saent wIll be l.sued by the PA Dep.rt.ent of R.venue.
To In.ur. prop.r credit to your account, two
(21 copl.. of thl. notlc. eu.t .cca.pany your
p.y.ant to the R.gI.t.r of WIll.. "ake ch.ck
ply.bl. tal "Rlgbtlr of WIn., Agent".
HOTEl If t.x pay.ent. .rl .ade wIthIn three
(]) .anth. of the dacedant'. data of d.ath,
you NY d.duct . 5" dbcount of tM t.x dull.
Any lnherUanc. tax due "Ill baeo.. daUnquent
nIne (9) ~th. .ftar the d.ta of d.ath.
[CHECK ]
ONE
BLOCK
ONLY
B. c:J Tha above ....t h.. blan or wIll ba r.portld end tax p.ld "lth the P.nn.ylvanl. InharltBnCa Tlx raturn
to ba fll.d by the dlcldent'. rl9ra.ent.tlva.
C. 0 The .bova lnforNtlon I~ncarract and/o~lbta end dlductlon. ",ara p.ld by you.
You .utt co..-hta PART L.!.J endIor PART ~ balow.
If you Indlc.ta . dlffarant taM rat., pl.... at.ta your
ralatlonahlp to decedent.
PART
~
fAX RtTURH - CO~~UTATiOH
LINE 1. Data E.tabl1.had
2. Account Oalanca
3. Parcent TaMabla
4. A.ount Subjact to Tax
5. Debt. and Deduction.
6, Aaount Taxable
7. TaM Rata
8. TaM Due
'" '" """""" '=om :f~;:1~~~:~I:~~1~!~~;::~!
(:\</3.::,.""'.' . !Ttf:;:::;" .,. !:+~:,."
',' . ,.,',' ,!:::;,:';:' ,....;;:): "
:/YL:;>4:' .,,; "~,\':' ';,'
);'"'0' .,.,-,-,:";., .
. ...5
. 6
.....7
8
DEBTS AND DEDUCTIONS CLAIHED
OF
I
2
5 x
4
S
6
7 x
8
.......:::}:;>
:' ~'::::
:.:.......:.,:'.
t.:~..
4'5.
:t.,,;:":',"
.,': ',;;;i:~
PART
!!I
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnter on Lina 5 of rax Co~tatlonJ
I
.
Under panaltte. of perjury, I declare that the fact. I
cO~7lta to tha be.t of .y knowledge and ballef.
4) J' ',/' -
. "'" ,.f,'Jr< -1" ~U, LJ fJ'''-'
AXPAYER'S'IGNATURE
heye reported abova era true, corr.ct and
WHOOMRKE C( ~'~'I 7)) ~~ ~ ,J. -; I I ,7
~ y/.~ ';-;/'1'"
TELEPHO E NUMBER ~ATE
OENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSHENT "lth "",,Unbla Int.....t b.,ad on Infar..Uon
,"ltt~ bv tlM tlMMle' InlUtuUon.
z. I~r.hnc. tlIC bN~' allnquwll nlM IlOf'Ithl ,U," the dM~tl. dl" of d,.th.
S. A Joint IIOcount II tIM_I, .wen thoUgh thll dec'dentl, n... .... Meted .. . ..tt.r of conYMI.nu.
It. Account' (lnclludlng tho.. held bet.,..., hU,bWMI WId wU.) whh:h the din"'" put In Jalnt n.... within OM v..,. prior to
~.th It. fully t.x~l. .. 'ren".r..
S. Accounh ..tIbUshed Jolntlv bit","" hu,bMd Md wlf. .r. lhwl orw v..,. prlar to dtI,th It. not .._IIbI.,
6. Account. held bv . dec.o.nt ~ln 'rult far" ~ther or ather. .t. t'lC~l. ,ully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE
1. BLOCK A _ If the Infor_tlon ..t CQllPUt'Uon In the notlc:a .r. correct Md deduction. .t. not being cl,'HeI, pl1101 ." -,c-
In block "'... of Plrt 1 of the "",xpIVI" Rupon.." .actlon. SIgn two copl.. and ,ubIIlt thall with you,. chKk 'or the ~t of
t.. to the Rlaist.r 01 Will. of ttM county h1dlc.t~. TtM PA D~.rt....t of A.v.".". ..Ill i..u. 11I1 offlcl.l .........,t
(For. AEV-15~' EX) upon ree.lpt 01 the r.turn Ir~ the A..I.t.r of Will..
Z. BLOCK B _ II th. ....t .peel'l~ on thl. notlc. h.. bien or ..III b. report.d .nd t.. p.ld ..Ith the P~'1Ivlll1l. lnherlt.nc.
Tax A.turn ,UCId by thtl dee.dttnt', npr..ent.Uv., plee. an ..... In block ..... of P.rt 1 of tM "hlfp.y.r A..pon.... noUon. Sian OM
cOPY .nd r.turn to the PA D.p.rt.snt of R.v~, lur..u of lndlvldu.l Tax." Dept Z806Dl, H.rrl.burg, PA 171ZI-0601 In ~
~.lopI provIded.
5. BLOCX C _ If thI notlc. Infer..tlon Is Incorrect lndIor dlductlons .ra ~Ina cl.l.ed, ch.ck ~lock "C" and caspl.t. Parts Z and 5
ICcordlna to thl In.tru.:U....I. ""'I'"'. =111" two ccphur I:n':f c'.oI:'lII:lt th_ ..Uh '!('IO'" f:h.cll for th. ..GUnt of t.x p.yMiI. to U... A.alst.r
of will. of tn. county Indlc.ted. the PA a.p.rtsent of R.vanua ..III I.sue 11I1 offlcl.1 .......ent (Fora REV-15~8 EX) upon ,.1C.lpt
of tha rlturn frOll thtl Rqllta,. of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
L"E
1. Ent.r \:hi data \hi account orllalnaUy .... ..tlablhhed or tltlad In the ..nnar adstlna at data of daath.
HOTEl For a dlcldent dyIng aftsr 12112/12, Accounts which tha d.c.dent put In Joint n.... within on, CI) y.ar of d.ath ara
t.xlabla fully ss tr,"sf.rs. Howev.,., thlra I. an .xolu.lon not to axcaed 15,000 par tr.....I.r.. reaardl.s. of the valus of
the accOW\t Dr thl nlaber of eccounts hald.
If . doubla ..t'rlsk (M.J appe.r. bafor. your flr.t naae In the addr..' portion of thl. notlc., the 15,000 .xclu.lon
alnacty h.. baan dHuctlld frOll the account b.lanc:. .. reported by tha flMnCI.I In.tltutlon.
Z. Ent.r thl total balanca of tha eecOfAlt Including Int.rast accru.d to tha data of etaath.
5. The p.rcant of th. account that I. t.xabl. for .ach .urvlvor I, datarllned .s folio""
A. Tha parcent taxabla for Joint ....t. a.tabll.hed eara than ana y..r prior to thl dacadant'. da.thr
1 DIVIDED BY TOTAL tAJHlER OF
JOINT OWNERS
[)leapla, A Joint ....t rlalltarad
DIVIDED aY TOTAL """'lEA OF X 100 . PERCENT TAXABLE
S1JNIVIHG JOINT OWNERS
In the n__ of the decadent and tNO othar p.r.on..
a. Tha parcant taxabl. fDr ....t. cr.at.d ..Ithln ana y.ar of the decadent'. d..th or account. owned by the decadent but h.ld
In trult for anothar Indlvlctuall.J Ctru.t ban.flcl.rl..h
I DIVIDED IV 5 (JOINT DWHERS) DIVIDED BY 2 (SURVIVORSJ . .167 X 100 . 16.7X ClAXABLE FDA EACH SURVIVOR)
I DIVIDED BV TOTAL HUHBER OF SURVIVING JOINT
OWNERS DR TRUST BENEFICIARIES
Ek.-pl., Joint .ccount r.ol.t.r.d In the n..a of the d.cadsnt and two oth.r per.on. and ..tablllhad withIn on. y..r of d,.th by
tha d.c.dant.
1 DIVIDED BY 2 (SURVIVORSJ . .50 X 100 . SOil CTAXABLE FOR UCH SURVlVORJ
X 100 . PERCENT TAXABLE
4. Th. aaount .ubJaot to tax Cline 4) I. dataralned by aultlplylna tha account balanca {line 2J by tha p.rcant tax8bla (line 5).
5. Ent.r the total of thl dab" and dadUctlon. lilted In Part 5.
6. Tha.-aunt t.ubla Cllna 6J II dater.lnad by .ubtractlng the d.bts IInd deducltlonl Ulna ~J flOll lit.. 1I1K1Ufl\ lUbjMit to t..x ul,... ~).
7. Ent'r the approprlat. tax rat. Cline 7J III d.t.ralned b.low.
A. Far dat.. of d..th occurrlna aftar 6/30/94, tha tllX rat.. for tran.fer. to IPOUI" .r. a. follow.'
I. Dat.. of d.ath on or .ft.r 7/1/94 end bafor. 1/1/95 the rata I. 3~.
2. O.t.. of d.ath on or aft.r 1/11'5 tr.......r. to .pau... will be taxad at OX t.x rata.
Nat.1 For dat.. of daath prior to 7/1194 tren.f.rl to .pou," ara ta)llable .t 6X.
I. Tr..,lfar. to 11....111 d..cand....t. Includlna fllther, Rthllr, .on, daughter, grendchl1dran, .on-in-Iaw,
deught.r-In-lew, .tepchlld -...d thalr lasua ar. taxabla at .Ix parc....t C6XJ.
C. T,...,.f.r. to .11 othlrl lnoludlna brother, .I.t.r, unci., aunt, n~ and nl.c. Irl tS)labl. at flft..... percant (15X).
D. If you changa the tax r.t., pl.... .paclfY your ral.tlonlhlp to the decadent In tha ara. pravldad.
8. ThI aaount of t.x due (lIne 8) I. d.teralnad by aultlplylna the ..ount taxable Clln. 6) by the t.k rat. Cline 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowllbl. cMbt. IN1d deduction. ara d.teralnad a. fallow.r
A. You legally ara r..pon.lbl. for payaant, or the ..tata .ubJect to ~Inl.tretlon by a paraonal rapra.ant.tlv. I. Inlufflel,"t
to p.y \:hi dadUctlbla I taBl.
a. You IICtuaUy p.ld the debtl aft.r daath of tha dacedant .-kt can furnish proof of paYMnt.
C. Debts b41lna cl.l-.d ",.t ba It_had fully In Part 5. If additional spec. I. nHdMI, u.. plain piper 1 1/2"' Ie 11". Proof of
payaent a.y aM raqua.tad by the PA D..,.rt""t of A.v""',
.....',
",'.:>'
",::' ,:," "}" ,'TAXPAYER>ASSISTANCE'",<<"""""" '.", ,
..' ""...,.."..,))IF YOU , NEED ," FURTHER ': INFORMATION. OR:, ASSISTANCE~'CONt ACT ANy.,'....,.."" "",..., ,.... .....
}>:/:' .REGISTER:: OFWIL LS. '.PADEPARTHENT OF REVENUE:' DISTRICT' OFFICE)::}"':.
)>) ::')') OR :., CALL THE':' BUREAU .:. OF INDIVIDUALT AXES~':" T AXPAVER'INQUIRV' UNtTIN")}.
)~A~RISBURG '. AT (717 ) 787.,:,83g7.i}TDD' (717))??g,:,2252.( HEARINGiIMPAIREDONL V)
RIY-1543 IX AFP 17-951_
CD"HOHWUllll Of PfNHIYl VANI A
()(PARlHENT Of R[VlHUf:
IURUU Of INDIVIDUAL "')In
Dt.Pf. ,...11
fWtlUIIURG, PA I1UI-06D&
/-S -. s:) - ,~
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATI
~ 'SI:l
NO. 21 . 'IS.
95140172
OB-15-95
ALICE M WATSON
43B6 ORRSTOWN RD
ORRSTOWN
TYPE OF ACCOUNT
~ SAVINOS
CNECKING
TRIIST
CERTIFICATE
REHIT PAYHEHT AHD FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ESTATE OF THOMAS E WATSON
5.5. NO, 210-26-9685
DATE OF DEATH 05-30-95
COUNTY CUMBERLAND
PA 17244
ORRSTOWH BANK hI' provided thl O..,.rt.",t with the Infur..tlon Iht.d below which h.. b..n u.... In ulcu.IUng tt.
potential tlx due. Thalr r.card. Indlcat. thlt at thl d..th of t~ aboVI dlcadent, YOU w.r. I Joint owner/beneficiary of thl. .ccount.
If YOU ,..1 thl. lnfor..tlon II Incorrect, pl.... obtaIn wrItten correctIon fro. t~ financial In.tltutlon, .ttech I copy to thl, for.
~ r.turn It to thl ebo.... addr.... Thl. ICCount I. tax.bla In accordancl with thl Inh.rltance rlx LIVI of the C~.lth of Penn.yl"",.e.
uu"Uona ..y bl ."....red bY cIUlna (/I.II ,.,-uu.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No, 001-0039130 D.t. 03-03-BB
Edob1hh.d
Account Bolon... 10.026.85
P.r....,t T..ob1. X 16 . 667
HOTEl If tex pav.ent. er. ..0. within thr..
AItount Subject to Tax 1,671.18 U) ItOnth. of ,lI\~.4..cMt."t" d.t. of d..th,
Tax Rd. )C .06 YOU .,y deduct- 'U dhc~ of thtl_t..Pdua.
Any Inherltanc. tax due wJIl &.co.. dd1nquant
PotanUal T.x Du8 100.27 nl,... (9) ~th. .ft.r the data of etaeth.
PART TAXPAYER RESPONSE , "
[!] 1'~~XLlIRI!.',"I;IR!S~ItXl:IfXLLIIISUL't;~!lAIl9~FICXAL.,TAlCiASS!SSH~nB!tS!D.I;II((:1HXS;!fllr~l=I!.'1
A. ~ Tha abolla Infonatlon .-ld tax dlMo h correct. ~ .
1. You..v choo.. to r..lt payaent to the Real.t.~ of Will. with two cople. of \hI. notlc. to obtain
. dl.count or avoid Int.r..t, o~ you ..v c~ box "A" and raturn thl, notice to.~ R.gl.ta~ of
Wllh and an offlclel .........t ..Ill bl Inued bv thl PA Depart.."t of R.v.....
...' .,
II. 0 Th. Dbava ....t tuI, b.., ar will be rapo~tad and tu paid with the PennlYlvllnla lmerltanca TalC raturn
ta be fllad bv the decadent', rlflr...,taUvl.
C. 0 The Dbave Infor..Uon IMncorrect endIa~abt. IInd deducUon. wara paid by vou.
You ....t cOllpbt. PART l!J BndIar PART ~ below.
If you indlcat. a diff.rant tax r.t., pl.... .tat. your
rel.tlon_hlp to dec.dentl
To In.ur. propa~ credit ta your account, two
(ZJ cap I.. of thl. nntlce ....t 'cco.panv VOU~
p.ya....t to the R'flIht.r of NUh. Hak. ch.dt
p.vabl. tal "R.gI,tar of WillI, ADent".
[CHECK ]
ONE
BLOCK
ONLY
PART
[!]
TAX R~iui\.~ .. CCi-~;2:':ThTrC::
LINE 1, D.t. E.tob1t.h.d
Z. Account Salanc.
3. Parc.nt Taxable
It. Allount Subject to Tax
5. Dobt. and Deduction.
,. Aoount T..obl.
7. Tax Rat.
8. Tax Due
or T/.:: C:: JOI::T.'r:::':3':' r.:CCt:r~T::
1
2
3 K
4
5
,
7 x
8
::. :',::::'::::::~;:;;::.::~::,; .; ;:;:~':::';"~::,: :;.: . .
.."1
,.",:;
;-:'1
:\:fl:;~ ;~i:>:" :::;.~
....;~:4:.;.: 'I
',-::-:.;.{,<
.....-..'.;<,.;...:.'
-'"
"'.:.'::!
:':::'.:'
PART
[!]
DATE PAID
DEBTS AHD DEDUCTIONS CLAIHED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnter on Line 5 of Tax COMPUtation)
I
.
Under p~ltl.a of parjury, X declar. th.t the fact.
cOlIPlat. to the beat of .y knowledge and beU.f.
I have reportad above ar. true, correct
HOME (?I7J 5.3.2-5/'37
WORK ( 1
TELEPHONE NUMBER
.....
lrqS/9S'
D TE
TA~~~'r~
GENERAL INFORMATION
1. FAILURE 10 RESPOIW WILL RESULl IN AN OFFICIAL lAX ASSESS"ENl .lth ...Il.obl. In"'." b...d on Inf.,ullon
,w.1UMI bV the tlnenole' Institution.
z. Inherlhncl 'all beQOMI cMlInqlMf1t nine .onthl .ftar the decedent" data of d..th.
s. A Joint ItCcount II '1..tIl. ........ thoUGh U,. dlc.o.nt'. n.' WI' edded II . ..U.t of convenl.'u.
.. ......... "neludl.. .hO.. hOld bo'.." ....bond .... .1/., ....1... .hO dOC...... put In j.ln' n_.. .lthln ono ..., .,10' ..
delth .r. hllly '1Iil.bl. .. tr.,,"''''
S. Accountl ..tllbl1ahed Jolnth' Mt\lfdfl hulbMCI Met wll. .on tMn OM y..r prior to delth .r. not tallabla.
.. Account. held by . decedent ~ln trult for. .nather or other' .r. ,..lIbl. fully,
1. .UICl(' _ 11 thO Inf.,..tlon ond .__..tlon In thO notl.. .,. .."oc. ond d.....tlon. .,. no. bol... cI.I..., .Ioc. ., -r
In black ... .f ..,. I of .ho "T......, R......... .oetlon, slon'" ...1.. .... ._It .hO. .lth ...., .....k for tho ....... of
... .. .ho R..I..., .f _II.. of tho ....... Indl..''', Tho.' D....'-t of R..""" .m I.... ., .ffl.I.1 ....._t
(for. R[V-U41 EX) upon ncalpt of thl r.turn fro. the Rltlht.r 0' W1U..
REPORTING INSTRUCTIONS - PART 1
_ TAXPAYER RESPONSE
.
,
"
.. 'LOCO' _ If .h. ....t ....Ifl.. on thl. natl.' h.. b.on ., .111 b. ,...,... ond t.. ..Id .Ith .h. .onn..I..,I. Inho'I.....
T.. R.Mn m.. b. .ho doc.....t'. ,..,..on..II.., .1... .. .... In black ... .f ..,. I of .hO "T....... R......... ...tlon. slon ana
.... .... ,..u,n to .ho .. ....,....t .f R.."", 'u"" .f Indl.I...1 T..... Dopt .....1. Ko"I.bU'.. .. 171,'-"'1 In thO
envelope provided.
S, .LOCO C _ 11 .ho noli.. Inf.,utlon I. Inca"'" """or doductlon. .,. bol.. .1.1.... chock black .c- .... c_l.t. ..r" · .... I
.cc.'dln. t. .h. In..,u.tI.n. bol.H. "ll" t.., c...l.. ..... ..,bol' .hoo .lth ....' ch'" f.' .ho ....... .f ... ...obl. '0 .hO R..I.'.,
of Will. of .ho c...... Indlc.'''' Tho.' .........1 of ..v.......111 ...... ., offlcl.1 .......... (f.'. AtV'I." Ell) upon ,.c.I.'
of the r.turn 'rOIl tt. RI,lIh" of WIU..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.,. the del. u. IKcOU'lt orJlIlnlUv .... ..tllbllshed or tltled In the ..".,U IMhUna at data of d..th.
HOTEl Far. decedent dylna aUu liUlUIZs Account. which the deCedent put In jaint n.... within OM (1) YIU of d..th ar.
'ooobl. full. .. Ironof..., _..r. .h... 10 on ..elualon net 10 ...... ...... ... tron.f.,.. ,....d.... .f tho ..1... .f
U. IICCount 0,. the nullber of account. held.
If . double ..tarllk (M.) BPPeI,.a ~for' your flr.t n... In the ~r'" portion of thl, notle., the 'S,DDO ..eluslan
atrlMlY h.. been deduCt.cl 'rOll tt. account balBnCI .. r~rted by the flmIfK:lal InaU tuUon.
Z. Enhr tM told bal."ca of the ItCCOU1t lnclucllna Inta,.l.t ttCcrued to the; dill. of death.
J. The percent of the ItCcomt that 1a tlxllbla for ..ch aurvlvo" .. det8ralned II' follows'
A. The pen"'" ta..tIl. 'or joInt ....t. ..tablJahMI .ora th... one y.'" prior to the dec.clent'l d..thl
1 DIVIDED IV TOTAL NUKlEA OF
JOINT OWNERS
Ex.-plll A joint ....t raglltarad
1 DIVIDED IY S (.JOINT OWNERS) DIVIDED IV Z (SlRVlVORS) . .167 )( 100 . 16.n (TAXABLE FDA EACH SURVIVOR)
DIYIDED BV TOTAL tutlER Of )( 100 . PERCENT TAXABLE
StRVIYIN13 JOINT OWNERS
In the neM of the deC:lld4lnt .... two othllr ...rson..
.. Tho po..on. 'ooobl. far ...... ....... .I,hln ... y." .f tho d.......... ....h or ......... ...... b. .hO doc",""' bU' hold
In trult far InQther IncU"htuaU') (trult b~flal.rl..h
1 DIVIDED BV TOTAL HOHBER Of S\JRYIYIHG JOINT
OWNERS OR TRUST BENEFICIARIES
)( 100 . PERCENT TAXABLE
E._I.. J.ln' .cc..... ......or.. In ,hO n... of .hO _..on' ond ... .'hor po,.on. ond ..Ioblh... .lIhln ono ...r of do.th b.
thli dee~."t.
1 DIYlDED IV Z (SURVIVORS) . .50 )( loa . 5UiC UAXAllE FOR EACH SURVIVOR)
.. Tho ....... .ubj... '0 ... IIlno 41 I. d...,.I"'" b. ..Itlplvl... .ho ........ b.I.... (lIno II b. .ho ..,con. ...obl. 11'" II.
5. Entar t~ total of the ~t, end deduction' ll,t~ In Part S,
., ThO......1 ...ob'. Ulno .1 10 d.....ln.... .""....U... ,.. _.. - ......Uon. .11". ., ..... ,no ...." ....j.., I. ,.. 111". ...
7, Entar the approprlat. taM rat. (111'1' 7) a. dataraln.d balow.
A. For dat.. of d.ath occurring .ftar 6/50/94, tha taM rat.. for trenaf.ra to 'POU'" ar. a, follow'l
1. o.t.. of d.ath on or att.r 711194 and bafora 1/1/95 the rat. 1a SiC.
z. D.t.. of death on or .ftar 1/1/95 trans far a to 'POU'" will b. taxed at oiC taM rat..
Not., For dalt.. of death prior to 7111911 tr...,.fsra to .pousas ar. talClbl. at 6iC,
B. Tr8n.far' to Unal de.cendants Including f.\har, .other, .on, dalghtsr, grandehlldren, .on~I"~l8W,
d~tar-In~lew. ,tepchlld and thalr I..~ ar. taMabl. at ,1M parcent (6~).
C. Tr...,.f.ra to all other. Including brothar, ,Iat.r, uncia, .unt, naphaW and nlee. ara taMabl. at flft"" parcent (15~).
D. If you chanVI the ta)( rata, pl.... .paclfY )'our relationship to tha decadent In the .r.a provided.
8. ThI aaount of taM due (line I) I' detaralned by sultlplylng t~ ~t taMable Cline 6) by the taM rat. (line 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
A1100bla dabts and daduCtlonl Ir. dIIt.ralned " 10111*11
.. Vou 100011. .r. .......Ibl. f.' ........ ., tho ...... subj... .. odDlnl.t,..lon b. . po,.onal ,..r....'.'I.. I. Inoufflclon'
to pay tha dadUCtlbla It....
I, VOU .ctullllY paid tlM dabts att.r dlath of \hi dKtldant and can turnbh proof of pa"..,t.
C. Dab'. bol... cI.I'" .... bo 11001... fuU. In ...1 I. If oddltlanal ..... .. ....... uoo ploln .-, · I'" . U". .,oaf of
payaant "Y be r~ltlld by the PA o.part.ant of Ra,,"",
""""",i::'/:,:' ,::/"":"":/<,:"""""",,,, ".,rAXPAYER,:I\SSISTANCE ...., ,,' .,.,"" ""'" """",.,,,,,', " """,'i ."""
",', }/IiIF:YOU NEED) FURTHERINFORHATIoN OR ASSISTANCE; CONTACT ANYi' .
,.::::ii),::i>RE6ISTER ..' OF,WIL LS i' ..PA DEPARTI1EHTiOF . REVENUE DI STRICT.. OFFICE':',':::")>" :>>
,'" "i>::: DR:: CALL'TH" BUREAU) OF/INDIVIDUAL'. TAXES; .... TAXPAYER' INQUIRY. UNITe' IN ,'. "",> > .,..'
.,. ,H~ltltISllURGi!\Tq17J?87b8327;,TDD'> (717. ~?72_2252,tHEARINO.IHI'AIREDONLV) ..
:'.'.:;::'
REV-1543 EX AFP (70951*
CDMHOHWUl HI or Pt:HN1VlVANIA
tKPUIHl:HI Of' R[VfMJr.
IURfAU or INDIVIDUAL TAMEa
DEPf. tlUDI
IwtRJllURG, PA I1UI'OlDl
I!> - .7;;1'.s -
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21- 9.s-~ t{ J-
95140173
OB-15-95
GEORGE H WATSON
776B EBENEZER RD
ORRSTOWN
TYPE OF ACCOUNT
~ SAVIHOS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHEHT AHD FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF THOMAS E WATSON
5,5, NO, 210-26-96B5
DATE OF DEATH 05-30-95
COUNTY CUMBERLAND
PA 17244
ORRSTOWN BANK hu provided the Depart..", with thl In'ar..Uon Iht.d below which h.. baen ulld In celculaUna tM
potent lilt t.. due. Their racard. Indlcat. that at the d..th of thl abOVI dlcad."t, ~ou ..ar. . Joint o~r/ben.flcl.ry of thl. ICCount.
If you f..l thh Inlor..t1on II !ncarnet, P..... obtain ..dU.... correction Ira the fln~l.l Institution, attlch . copy to thl_ for.
and raturn It to the .coVI addr.... Thl, account 1. tlxlbl. In .ccnrd~. with the Inn.rltancl TI. Law. of the Co..onvealth of Pennlylvenl..
Qt"'lion. ..y 111 IU'lld'" 11, "..UIIY ita" ,.,~.')&I.
COMPLETE PART 1 BELOW .
Account Ha. 001-0039130
. . SEE REVERSE SIDE FOR
D.to 03-03-B8
EIt.blhhed
FILING AND PAYMENT INSTRUCTIONS
To in.ure prop.r cr.dit to your Iccount, two
(2) copi.. of this noUu .....t ItCcoaplnY your
Ply.ent to th. Reai.t.r of Will.. "ak. check
plYabl1 tOI *Regist.r of Will., Agent-.
Account o.l."c. 1 0.026. B5
P.rc.nt T.,...,I. X 16.667
Allaunt Subj.at to T.x 1 .671. IB
T.x R.t. X .15
Pat."thl T.x Iluto 250. 6B
PART TAXPAYER RESPONSE
[!] 1)..AILUIlI!.....TO...IIES~~D....lfnl.i;RESUL '1",;I~.A"': OF"ICIALTA>\I,.SSESSHEHT BA.seD.,.oH;.T",IS\",OTICe'l
A. m The above Infor..tlon and t.. due Is correct.
l6J 1. You .ay choos. to r..1t peyu,nt to the Reght.r of Wlll. with two copl.. of tt.1. notice to obtain
a dl.count or .vold I"tara.t, or you aay check box -,- end r.turn this notlc. to the Regl.tar of
Will. end an official .....aaent will b. I..ued by t~ PA Depart.ent of R.venue.
HOTEl If tl. p.yaent. erl .ede within thr..
UJ aonth' of the denant', date of d.ath,
you ..y deduct. 5X discount of thl ta. due.
Any Inheritanc. tax due will bec:DH delinquent
ni~ (,) .onth. aftar the dlt. of deeth.
[CHECK ]
ONE
BLOCK
ONLY
s. 0 The abava ....t h.. b..., or will ba raported end ts. paid with thl penn.ylvanls Inhlrltanca Ta. raturn
to be fllad by tha dacad."t'. rapr..."t.tlv',
c. 0 The abava Infor..tlon l~ncDrrlCt and/o~abh and deduction. Nue paid by you.
You IN.t cOllplata PART ~ and/or PART L!.J b.low.
If you Indlcat. a diff.rant taK rat., pl.... .t.ta your
relatlon.hip to decedent I
PART
~
TA~ ~ttTUnN CO~~UTAT:C~
LIHE 1. D.t. E.t.bl1.h.d
2. Account Balance
3. Parcent raMable
tt, A.ount Subject to raM
5. Dabt. and Daduction.
6. A.ount Taxabl.
7. r'K Rata
8, TaK Du.
:Ti""F" OFFICIAL,USe\ONLY... '0 AAF.i
,:":"'::'.',' PA'DEPARTHENT OF',REVENUE ' ,I
TAlC OIl JOltlTnnUCr ".C::UllrC '~:;:i~' '<;'~r ~t:i ..,,,;p q;
.~'::: ': ' . :':'~" "ir~;:9:i
,~::,.::i, -,- ~"".,
'., '" 3 "_,:'".:,::,~',!:"
.:::::: /:::::4<"-'" .,:,~.'",., .,;;<;~~;;,. " ," ',"
::::U:!~\t5'>' ',:',-,-,.' -.:..f..)! :;';-.';':::.::/:: ',':,'
,6" "'.":'".>."
, 7' ' ", ,:,"" .. "'"
;:":, ::: 8 :'i.;U :t ......,'.. ; ..,:;.~::.; ,'c." ...W,,::,''''.:
DEBTS AND DEDUCTIONS CLAIMED
or
I
2
3
4
5
6
7
a
K
C.'.-",._
K
':-,.>":j;,
.:.'
c.:....;
PART
@]
DATE
PAYEE
PAID
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.r on Line 5 of Ta. C~tatlon)
I
.
Under pan.ltI.. of par jury, I declare th.t tha facta I
co~l.t. to tha be.t of .y knowledge and ball.f.
TAXPAYER S~~ IJ IJ/J';;...
have raported abov. ar. true, correct and
HOME (1 I'll .3-3 ;/- t '/ Y;;L
WORK ( l
TELEPHONE HUMBER
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OfFICIAL TAM ASSESSHENT with .,lIcllbla Int.r..' b...d on infor..tlon
lutMllttlMl by tM ,In.nela' IMUtuUon.
Z. IrherltWICI t.. beCDII" delinquent "I". MIntha .U.r the cMudent'l data of death.
J. A JoInt ICCCK.f\t la till"" Iven though IhIi deC~t" "... .... ~ .1 . ..U.r of cDnv."hnu.
4. Account' tlncludlnll tha" held N'ween hUlb.nd IIf\d ..If_) which 11M daud.,,' put 1n Joint ".... within OM y..t prior to
death .r. fully '1.1Ib!' .1 tten,f.,..
S. Account. ..t.bll~ Jolntlv b.tween hUlband .nd wlf. .or. th8n one y..r prior to daath .t. not '1Ilable.
6. Accounts held bv . deCed4Wlt "In tru.t for. WlGlher or other' .r. 'anbl. fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE
1. BLOCI A-II the Intonation WMI CMPUtatlon In thl notle. .r. corraet .nd deduCtions .r. not being c1......, phea en "MOO
In block ..,... of P.rt 1 of the ""')(plyer R..pon.... .actlon. Sign two copl.. .nd .~1t t~ with your check for the .-ount 0'
taM to the R'llatar of Will. of the eountw Indlcat~. The PA Daplrtaent of R.~~ will I..ue an offlcl.l .....~t
(fora REY.l~1 EX) upon rac.lpt of the r.turn froa thl Rlllatar of Will..
z. aLOCK a . If ~ I..at .paclfS~ on thla notle. hat bean or will be raporttd end tax p.ld with the penn.wl~anla I~rltanc'
Tax Rlturn fllad bW thl d~adant" repr..ant.tl~., placl an .X. In block -1- of Part I of thl .Taxp.ylr R..pon..- 'Ictlon. Sign Dna
eopw and r.turn to ~ PA Dep.rt.ant of Rav.nus, Jurlau of IndividUal Taxa., Dlpt Z10601, Hlrrl.bUrg, PA 17121.0601 In the
~Ilopl provided.
). BLoat C _ If ~ notlea I"farutlon .. Incorr~t andlor Hductlon. ara bIIlna clal"', chICk block -C- and eo.plat. P.rts 2 and )
....cordln. to ttt. In.trul:th'''- tMI'nw. !II.., tWl) copl" and "uh_1t thell with your ch.ck for thl aaount of taM plyabla to tha RIIlstar
of Will. of the county Indleat~. The PA o.partaant of R.venu. will I.'ue an official ......eent (for. REV-I548 EX) upon rac.lpt
of the raturn fro. the R'lllt.r of Will..
TAX RETURN - PART Z - TAX COMPUTATION
LINE
1. Ent.r the data \hi .ccount orlgln,IIY WI' ..tablS.hId or tltl.d In th. .annar ,.I.tlng at data of d.ath.
HOTEl for a deCilCMnt dying an.r IUI2I1Z1 Account. which the d~ad."t put In joint n.... within ona (1) y..r of dllth an
taMabl. fully a. tran.far" Howevar, ther. I. an .xclu.lon not to .xcaad '),000 p.r tran.far.a ragardl'" of th. value of
thl account Dr thl nuablr of accounts htlld.
If a doubla ..t.rlak (M.) appear' before your flr.t ~ In thl addra.a portion of thl. notlca, the 'S,OOO a.elu.lon
alr..dy h.. Men dMlucted frOll the account balance II reportld by thl financial In.tltution.
Z. Ent.r the total balanca of thl ItCcount Includlno Intarllt accrued to the delta of d8ath.
S. ThtI p.rcant of thl account that I. t..abla for .ach .ur~lvor I. d.t.ralned .. follow'l
A. The p.re....t tp..l. for joint ....t. ..tBbllah.d lIOn than Dna y.ar prior to the dlCldant" daeth'
1 DIVIDED IV TOTAL ~aER Of
JOINT DWHERS
[Keepl.' A joint a..at regl.t.rad
DIVIDED IV TOTAL NlItIEA OF X 100 . PERCENT TAXAILE
SURVIVING JOINT OWNERS
In the n..- of thII dleadant and two othlr patton..
I DIVIDED IV ) (JOINT OWNERS) DIVIDED 1'1' 2 (SURYIVDRS) . .167 X 100 . 16.7X (lAXAILE fOR EACH SURVIVOR)
I. ThI parctlnt taxabl. for a...t. cr.at.d within on. y.ar of thl dKadant'. d.ath or accounts ownad by tha d.cedant but hald
In tru.t for anothtir IndlvlduaU.) (tru.t banIIflclarl..h
I DIVIDED 1'1' TOYAL HOHlER OF SURVIVING JOINT
oWNERS DR TRUST BENEFICIARIES
X IDO - PERCENT TAXABLE
EM..,I.1 Jalnt account roal.t.r.d In thl n... of tha deC.dent and two oth.r p.r.on. and ..tabllshed within an. y..r of d..th by
thl d.cadM\t.
I DIVIDED IV 2 (SURVIVORS) - .50 X 100 - 5D;( (tAXABLE FOR EACH SURVIVOR)
~. thl.-aunt .ubj.ot tD t.. Clln. 4) I. d.taralned by aultlplylna th. eccount b.lanc. (llns 21 by \hi p.reant t..DbI. (line )).
5. Ent.r tha total of thl dabt. and d.duotlan. ll.ted In Plrt 3.
6. tna..ount ta.abla (II". tI) II d.t.r.tnad by .ul::Ilrwotlng UN OtlIoIt. .,.a UMAN,lun. ':111_ It) ,r_ ,I~ ..".ul.\. .wJ_1 I... t_ Cl1m. '0'.
7. tntar thl BPproprlata taM rat. CII". 7) .. d.t.r.lnad b.low.
A. far dat.. of death occurrlna .ft.r 6/50/94, the taM rata. for tran.f.r. to 'POU'" ar. .. folloWll
1. D.t.. of d..th on or aftar 7/1/94 and b.fora 1/1/95 thl rat. I. 3X.
Z. D.t.. of death on or aft.r 1/1/95 tran.f.rl to .pau..' will ba taxad .t 0;( tax rat..
Hot,1 far dat.. of death prior to 7/1/~ tran.f.r. to 'POU'.. ar. tlMabl. at 6;(.
I. Tran.far. tel llntal da.candanh InclucUno fathtlr, _thar, .an, dllUQlht.,., grandchlldran, .an-ln~l...,
daught.r-tn~law, .tepchlld and ~Ir I..UI ara taxDbI. .t .IM p.rcant (6%'.
C. Tran.f.r. to .11 athar' InclucUna brothlr, .ltt.r, unci., ..,t, nepheW and nlac. .r. taMabl. at flft..,. parcant (15:0.
D. If you chang. the t.. rat., pl.... .paclfY your ralatlon~lp to thl decadent In thl ar.. pro~ldad.
8. Th. aaount of ta. dua (line 8) t. det.r.l".d by .ultlplylna the aaount tlMabl. (lint 6) by tha taM rat. (11ns 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and daduOtlon. .ra det.ralned a. fallow'l
A. You l~llv ara raaponllbl. for payaent, or thl ..tata .ubJect to adalnl.tr.tlon by a par.unal rapr..antatlva I. InlUfflclant
to pay thti dadUOtlbl. It....
I. You actuaUy p.ld tha debt. an.r da.th of thl decadent and can furnish proaf of paYH"t.
C. Dabt. baing cl.l.-d lU.t ba It..I%1d fully In Part S. If additional .pac. I. ~, u.. plain paper I I/fR M JI~. Proof of
pa)"llnt IIY ba reque.ted by tha PA o.partaant of R.v.........
, ,,', ,. ,",' """.,' .:. ." ... .. ...."TAXPAVER/ASSlSTAIlCE,"<< ..,'Y".:' : "".,:,:",".", <<
:. "",,::,:.' ::,,:::,<>IF' :VOU :.,. NEED': FURTHERINFORHATION ,DR.:, ASSISTANCE)':: CaNT ACT(ANY>."""""","':"""':'::
::,i:> REGISTER ...OF>WILLSi: PA'. DEPARTMENT'., OF:..REVENUE DISTRICT/OFFICE,:)':")>:>'
.. >:>i: .:: DR,.' CALL THE: :.BUREAU, OF", INDIVIDUAlT AXES': . T AXPAVERINQUIRV ' UNITi'lll",,:.(\.(
'.". HARRISBURG.. AT (7.). 7)787~83Z7. > Toot ..... (717):77z-2Z52 (HEARINO ":'lHP.AIREO.:' ONLVr> ,..,.
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~"";" "I;~"'\:;" "70",CIAL'RECEIPT e PENNSYLVANIA INHERITANCE AN~ESTATlTAX'
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RECEIVED FROM,
&
ACN
ASSESSMENT P:'
CONTROL 11;I
NUMBER
AMOUNT
GEORGE H WATSON
9:5139::52B
.107.0:5
776B EBENEZER ROAD
ORRSTOWN. PA 17244
fOtOHU'
ESTATE INfORMATION.
!:I fiLE NUMBER
1II 21-199:5-0642
EJ NAME Of DECEDENT (LAST)
II DATE Of ~ ~MEN
m PC'STMAR
COUNTY
BSN 210-26-96B:5
IfIRST) (Mil
REGISTER OF WILLS
MARY C. LEWI
REGISTER OF WILLS
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DATE Of DEATH
GEORGE H WATSON
m TOTAL AMOUNT PAID
REMARKS
SEAL
CHECK" 1932
RECEIVED BY
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a~0;~~,Q4.817( .'. '. DI'ARTMINTO..IVINUI.... '. .
", \ .. ""; 'OPfICIAL RECIIPT . PENNSYLVANIA INHERITANCE AN~ ESTATITAX
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RECEIVED FROM.
&
ACN
ASSESSMENT Ii'
CONTROL ...
NUMBER
AMOUNT
GEORGE H WATSON
'f~l"Ul '/3
"C:'='t:I.l~
7769 EBENEZER
ORRSTOWN, PA
ROAD
17e44
1010 ~lIf
ESTATE INfORMATION,
I:t fiLE NUM ER
Y el-19915-0Me
EJ NAME Of DECEDENT ILAST)
II DATE Of PAYMENT
II POSTMAR E
COUNTY
SSN elO-e6-96915
(fiRST) (Mil
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
GEORGE H WATSON
SEAL
CHECK4I 1931
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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RECEIVED FROM, ASSESSMENT AMOUNT I
CONTROL ,
NUMBER I
I
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,
RANDOLPH M WATSON 9:5139:529 -107.0:5 I
I
4386 ORRSTOWN ROAD I
ORRSTOWN, PA 17e44 I
ESTAIE INFORMATION, ~".j
E1 FILE NUMBER
I
II NAME OF DECEDENT (MI) I
II DATE OF ~ I
J
EJ POSTMAR
COUNTY
DATE OF 0 r
m TOTAL AMOUNT PAID .107_0~
REMARKS
RANDOLPH M WATSON
SEAL CHECK" le69 RECEIVED BY ~ I
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MARY C. LEWI .. \
REGISTER OF WILLS i
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" ~ ASSESSMENT I!'
~ECEIVED FROM. . ! U CONTROL 1;1
, . , I, NUMBER
.:./0 1 Ii
I 1'1
'd 1\
ALICE WATSON " i
4386' ORRSTOWN ROA~
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AMOUNT
9:11<+0172
.":I.eb
\
! ORRSTOWN. PA
117244
I
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...,etDHU'
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8SN 210-26':'9685
(FIRST)' (Mil
I
"
DATE OF DEATH
m TOTAL AMOUNT PAID
.9!5.26
REGISTER OF WILLS
. '
, ,CW
"'''''' H!}1tf1 ~'
MARV C. LEW
REGI8TER OF WILLS
REMARKS
ALICE WATSON
SEAL
CHECK" 3115
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DJo.~048176 ' "COMM9~~~~~~,~:.~:~:YLVANIA ,
, " OPPICIALRICIIPT . 'INNSYLVANIA INHIRITANCIAND ISTATITAX, '
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RECEIVED FROM,
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ASSESSMENT P:'
CONTROL ...
NUMBER
AMOUNT
ALICE WATSON
4386 ORRSTOWN ROAD
9151391527
.42.S2
ORRBTOWN, PA 17244
'OIDHII'
ESTATE INfORMATION;
~ fiLE NUMBER
U 21-19915-0642
m NAME Of DECEDENT ILAST)
II DATE Of PAYMENT
EJ POSTMAR
COUNTY
SSN 210-26-96BS
IfIRST) IMII
SEAL
CHECK" 3116
RECEIVED BY
DATE Of 0 A H
REMARKS
m TOTAL AMOUNT PAID
ALICE WATSON
" --, '
REGISTER OF WILLS
MARY C. LEWI
REGISTER OF WILLS
~--------------.---..'''':''~"'':":~--:'',~-:-:-~.~-;.-~~-- ------------- ;---:---:---r-
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cohHoHwrALTH Of PfHHtYLYAHIA
. I)[pART*"T CW RfY[HIJ[
IURfAU or INDIVIDUAL 'AkU
DrP'. U"OI
IWrtUIIURO. PI 17UI-a6l'
/.5 - :5,~ - 5
tY
NOTICE Of INNERITANCE TAX
APPRAIRE"EHT, ALLONANCE OR OIIALLONAHCE
Of DEDUCTION l, AND AIIElI"EIlT Of TAX ON
JOINTLY nELD OR TRUIT ASaBTa
DATI! 11-13-95
COUNTY
CUMBERLAND
ESTATE OF WATSON
THDMAS
E DATE OF DEAltl 05-30-95
FILE NO, 21 95-0642
S,S/D.C. NO, 210-26-9685
ACN
95139527
ALICE M WATSON
43B6 ORRSTOWN RD
ORRSTOWN PA 17244
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aooount R_l U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rilfv:is4-li-iif-AFii-liif:9~)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATI! 11-13-95
ESTATE OF WATSON
THOMAS
E DATE OF DEATH 05-30-95
COUNTY CUMBERLAND
S.S/D.C, NO. 210-26-9685
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. ORRSTOWN BANK ACCOUNT NO.
FILE NO.
21 95-0642
TAX RETURN WAS.
ACN 95139527
001-0039556
TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE
DATE ESTABLISHED 04-16-88
Account Balance
Per cant Taxabla X
Amount Subject to Tax
Debt. end Daduction.
Taxable Amount
Tax Rata X
Tax Due
9,014.79
0,083
751.20
.00
751. 20
.06
45.07
TAX CREDITS:
PAYMENT
DATE
08-25-95
RECEIPT
NUMBER
AAD48176
DISCOUNT (+)
INTEREST (-)
2.25
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
DR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT,"
AMOUNT PAID
42,82
45,07
,DO
.00
,DO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. If PAID AFTER THIS DAT~I.~EE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. ·
I If TOTAL DUE IS LESS TIWI fl, NO PAYIlENT IS REIlUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" I C~~l YOU HAY IE DUE A REFUND,
SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS, I
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PIIlPOSl! II'
NOna. To fulf1l1 the 1"...11"--'" of SeaUon 1141 of the tnherltMCa ... E.tate Tax Act, Act ZZ of 1"1. (71 P."
Section 1140),
,AYftENT. ,o.bd1 the top partlon of thh NoUn Met 8UbIIlt ..lttI your p~t to the A..htl,. of WUb printed an tM
rllWr.. .1M.
... "-Ic. check or IMInIW order p.pbl. tal REallTO OF WILLI, ACOff.
All ~t. renlvld lhall fIrst be .,11_ to MY lntan.t which .-y be ~, with .,. r_lndllr ...UecI to the tax.
REFUND (au. A refund of . tax Cl"lMtlt,. WISch .... not r.,....1>d on the tax return, ..y be r....t... by -=-laUr'18 .... -AppUcttlon
for R.h.nd of PMnnly.,t. Im.rlbnce ... Eltat. To" (REV-ISIS), AppUCltlonl '1'" IMlU"'., at the OffIce of
tM R..ht.,. of MUla, MY of the URn.... DI.trJot Olfle.. 0,. by CII111ng tM .,.al.. Z4-hour ......rlne ..rvl~
nu.berl for fo~. ordlrlna. In ~syl..,.,l. 1-100-162-1050, out.lde Pennsylv.nl. ~ within loe-I
Herrhbura '1"" (717) 7.7-aOM, TDD' (717) nZ-2ZSZ Ute.rlng 1..11"_ Only).
OIJECTIDHS. MY p.arty In lntar..t not ..U.tt... with thII 1IPPf'81.-,t, .11~ Dr dl..Ua.MnCe of deGIotS..,. or ........t
of tu Unoludlng dbcount or Int.r..n .. ...... on thll NotSce -.y obJeot .,Ithln .bty (60) dly. o' .-.eel,t of
thb NotSce byl
--written prat..t to ~ PA Depert.ent of RIVInUI, Board of Appe81., Dept. 211021, Herrlabur., PA 1712'-1021. OR
.....leotS". to hrH; tM _tt.r det.,..lned .t ~ audlt of tM KCOUnt of the ".rllDnlll repr..."bUv., OR
....~1 to thlI Drphen.' Court
AllltIN'"
ISTRATlVE
CORRECTIONS I
FHtulll .rror. dlRCMIrMl on th1e ..........t shDuld be Ilddr...ed In wrUlng tol PA o.p.rblnt of Revenue,
aur..u 0' Indlvl~1 Tax.., ATTNI Po.t ,.....-ent Rlvl... Unit, DEPT. Z10611, He,.rlabur., P' 17121-1611
Phone (717) 711-6505. s.. peve 5 of the bookl.t ftln.truatlon. for Inherlt~ T.. R.tum for' R..ldent
Decedentft (REV-ISO I) for ~ .xpl~tlon of ~Inl.trltlv.lv co,.reet~I' .,.ro",.
DIICOUHTI
If InV tax due I. p11ld within thr.. (31) celinda,. ~th. aft.r the dacaeWlt'. dHtn. . flv. plrunt UX)
dlJCount of the tax p.ld I. allowed.
IKTER!.ITI
Int.,...t b chIIrgad tt.llmlng ..Ith ,I,..t day of delinquency. Dr nlM (,) IIonthl and ana U) day
fr. the d.t. of dMth, to the dltl of pIIv-nt. Tax.. which beAM dellnquent ~fo,.. .Mnuarv I, 1912
tMer Inter..t .t the rata of .be (~) parcant par ....... C11lcul.tad at . dally rat. of .Dlol64.
All tax.. which a.c... delinquent an Dr att.r J....n 1, 191Z ..Ill beIIr Int.,...t .t . rat. which ..Ill vary fr.
e.landar y..r to celinda,. yea.. ..lth ht rat. amounced by the PA DepartMnt of AIVWIUI. 11M appl1cebl.
Int.,...t r.t.. for 1'12 th~DUIh 1995 .r'l
liar Int.r..t R.t, D.llv Int.r..t Feetor
Intlr.at A.t,
Dallv Int.r..t Feetor
xur
1911
1m
1914
1915
1916
-...Int.....t
lOX .0GDS4I
10 .0DDU'
UX .0IOSOI
In .00OS56
lOX .000274
I, C11lculated .. follow'l
1917
l,g-I9f1
1'"
1995"'1990\
1"5
ox
llX
..
n
ox
.01n47
.00OS01
.000241
.000192
.DD0241
INTEREST . IALAKCB OF TAX UNPAID X NVKIER OF DAYI DELINQUEHT X DAILY INTEREST FACTOR
....My MatSc. hsued ,ft... the tax Nealel delinquent ..Ill r,fleet ~ Intl,.lIt CIIlcul.tSon to flltMn (15) ct.VI
beyond the data 0' the ...........t. If pQlWlt I. ... .tt... the lnte,.ut COIIPUtatton dIIt. shown on the
Notlc., additional Intl,...t .u.t be calculatld.
,...........--...-.....-.
I .~.J :)..) ...')-
c.../
RIV-llllt. IX AFF (12-941*
CQtttOtMAltH or PlNHUlYANIA
DrPUlfft[Nf DP' ItIWNW
ItMfAU or INDIVIDUAL lun
DlPf,II"U
HAnIIIUltl, PA HU......
"
HOTICE OF IHHERITAHCE TAX
APPRAIREHEHT, ALLOHAHCE OR OIIALLOHAHCE
OF DEDUCTIOH t. AHD AlIElIHENT OF TAX OH
JOIHTLY HELD OR TRun AAETII
DATI! 11-13-95
ESTATE OF WATSON
THOMAS
E DATE OF DEATH 05-30-95
COUNTY
CUMBERLAND
FILE NO, 21 95-0642
S,S/D,C, NO, 210-26-9685
ACN
95139528
GEORGE H WATSON
7768 EBENEZER RD
ORRSTOWN PA 17244
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A-..t R..lttod
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rifv:isiii-iif-AFii-Ci1f:94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AND ASSESS"ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATI! 11-13-95
ESTATE OF WATSON
THOMAS
E DATE OF DEATH 05-30-95
COUNTY CUMBERLAND
FILE NO. 21 95-0642
TAX RETURN WAS,
S,S/D,C. NO, 210-26-9685
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95139528
~INANCIAL INSTITUTION, ORRSTOWN BANK
ACCOUNT NO.
001-0039556
TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 04-16-88
Account BBlance
Parcent Taxable X
Amount Subjact to Tax
Debts and Daductions
Taxable Amount
Tax Rata X
Tax Dua
9.014,79
0.083
751. 20
,00
751.20
.15
112.68
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NDTICE
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
08-25-95
DISCOUNT (+)
INTEREST (-)
5.63
RECEIPT
NUMBER
AA048180
AMOUNT PAID
107.05
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DAT~luSEE REUERSE FOR CALCULATION OF ADDITIOHAL INTEREST. ·
I IF TOTAL DUE IS LESS THAN fl, NO PAYRENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I C~h YOU HAY DE OUE A REFUND,
SEE REVERSE SIDE OF THIS FORll FOR INSTRUCTI"",,, I
112.68
,00
.00
.00
--.-- ......-..-...... ,_....
n.
et
,..-:
~
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;;..
I_I
"""""Rill'
tClTlCEI
To fulflU the r..,lr....tI of SeclUan 1140 of the Inherlbnoe Ind Eat.ta Tu AcIt, AcIt II of 1991. (72 P.I.
IMtlan 2141).
PAYfEHTI
DIIbch t:n. top portion of thla Notlc. ... __it Matti wour P.pent to the R..I.t.r of WU" print... on tt.
r.wr.. aids.
..- .... cMck or ...-w onNr P.lfIlbl. tOI REDIITDt OF WILLI, AGENT.
AU ~w.Mh rscelwd .....U flr.t ba ...UIld to ....w Int.r..t Mhlch _w 1M dull, Mlth -w r_lndsr ...11. to thrs tu.
REF\ICD (CR) I
A r.fund of . tax cndlt, Mhlch .... not rsqus.tlld on ttM tax r.turn, ..y " r.....t... by coap1.tlno ." "Appllntl..,
for R.fund of Pw1nsy1vsnl. Inhsrltsnc. ... Est.t. Tax" (REV-IUS). AppllCIIUon..n wall..d. at ttM Offlea of
U. R....t.r of WUls, ."w of the Z3 R..,.,.,. DI.trlat Offlc.. or bw ulllna ths spsol.1 24-hour ."....rlna ..,...,Iea
I'M.IIIIIMr. for for.. o.....rlnal In Perwtavlvanla l-10I-U2-205D, out.lde P......l)'lvanl. ... within local .
Hrsrrhburll .r.. (717) 717-1'94, TDD' (717) nZ-US2 (....rlna lap.lr'" Dnb).
OIJECTIDHSI Any parb In Int.r..t not ..UsU'" Mlth tha ...,..I.......t, .UOWMCa or dl..Uownc:. af deduotlons or .....__t
of tax Unoludlna discount or Int.r..U a. shown on this NoUc. ..y obJsct Mlthln Ilbb (6D) dIIw. of rscslpt of
thl. MoUc. bYI
--wrltt.... prot..t to the PI Dep.rtaent of RevSRUa, aGard of Appe.l., ~t. 211D21, H.rrl.burll, PA 17121-1D21, OR
.....laoUna to hIIVSI the _Usr det.r.lnIld at thII audit of the 8ClCOU1t 01 the ptlrSOMll rapr....,t.Uv., DR
--IIPPMI to tha Orphan.' Court
ADMIN-
ISTRATIVE
CORRECTIONS.
FHtUlll .rrar. dhcov.rad on thh ........"t thould ba addr...ad In M,.IUna tal PA Dep.,.taent 01 Rav....u.,
Bureau of Individual Tax.., ATTNI Pa.t ,.....-ent R.vlew unit, DEPT. ZI06DI, Harrlsburll, PA 1711'-D6DI
Phone (717) 717-6515. S.. paga S of the bookl.t "Instruction. 'or Inharltanca T.x Aaturn '0,. . Aa.ldent
Decadant.. (REY-150l) '0,. ." .xpl~tlon a' ~lnl.t,..tlv.IW corr..t~la .rror..
DlscotIrfTl
If any tax due .. p.ld Mlthln thr.. C5) cal....,. -.nth_ aftar the dac......t'. dMth, . live ptIrcant (~)
dhcount a' the tu p.ld h .Uowad.
INTERESTI
Inta,...t h chargad beglmlna ..1-.;1 flr.t d.y a' cMllnquancw, a,. nlns (9) aanth. end ana (1) da1
'rOIl the dIIt. 0' ....th, to the deit. of p.pent. Tu.. which bacaM IMiUnquant befar. January 1, 1912
bear Int.,.."t 'It the r.ta of .he (taX) ptI,.c."t ptlr ....... ealcul.tN .t . Alb ,.ata a' .DlUM.
All tax.. Mhlch baceM IMiUnquant on or aUar January 1, 1982 ..IU bu,. Int.r..t at . ,.at. Mhlch Mill wry ,,.011
eIIl.....,. YMr to c.lendar y..r Mlth that r.t. ~ad by ttM PA Dep.rt..,t of R.venue. Tha appllcabl.
Int.,...t r.ta. 'A,. 191Z through 1995 ar.1
1IIr Inter..t Rat. Dallv Int.,...t Feator
bIr
Int.r..t Rat.
D..lv Intar..t Facto,.
191.
1915
1...
1915
....
"'Intar..t
ZDX
lOX
llX
UX
lOX
I. calcul.ted a.
.IDl541
.aaD4J1
.Dl0501
.100556
.Oaa274
foUOW.1
1917
1'....1991
199.
1995-1994
199.
'X
IIX
OX
n
OX
.Olaz47
. DlDJU
.Dl1247
.001192
.00lZ47
IKTEREST . BALANCE DF TAX UNPAID X HUKBER DF DAYB DELINqUENT X DAILY IKTEREST FACTOR
--Anw Notlc. I..uad alt.,. the taM bile.... IMillnquant will ,..flact ~ Int.r..t calcul.tlon to fllteen (15) daya
"YOnd the dIIt. of the ..........t. If p.w-ant I. ... .ft.,. the lnt.r..t coaput.Uon dIIt. ..,...,. on the
Notlc., additional Int.,...t .....t be calculated.
"" :LJ
,.
1/
I~J" ij:,.1 - ......,-
REV-1548 EX APP (12-94)*
CQHtOM'Al TIt Of PfHHlYLVAHIA
DrP"""H' or RfY[taI(
IUftAU or tNDIVlDUAL TUlI
D(Pf. 110'11
'WlRUIURG, Pi ""I.UU
MOTICE OF IHHERITAHCE TAX
APPRAISEKEHT, ALLOXAHCE OR OIIALLOMAHCE
OF OEDUCTIO" luiARO AIIElIHEHT OF TAX 0"
JOIHTLY La OR TRUIT AlIETI
DATI 11-13-95
ESTATE OF WATSON
THOHAS
E DATE DF DEATH 05-30-95
CDUNTV
CUHBERLAND
FILE NO. 21 95-0642
S,S/D,C. NO, 210-26-9685
ACN
95139529
RANDOLPH H WATSDN
4386 ORRSTDWN RD
ORRSTOWN PA 17244
REHIT PAYMINT TOI
REGISTER OF WILLS
CUH8ERLAND CO CDURT HDUSE
CARLISLE, PA 17013
_t R..ltt..t
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
Rifv=isiri-iiC-AFii-iili:94j------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-13-95
ESTATE OF WATSDN
THDHAS
E DATE OF DEATH 05-30-95
COUNTY
CUHBERLAND
.
95139529
FILE NO. 21 95-0642
TAX RETURN WAS.
S.S/D,C. ND. 21D-26-9685
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
FINANCIAL INSTITUTION. ORRSTOWN BANK
ACCOUNT ND.
001-0D39556
TVPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (~ TIHE CERTIFICATE
DATE ESTABLISHED 04-16-88
Account Balance
Percent Taxab1a X
Amount Subjact to Tax
Debta and Deductiona
Taxable Amount
Tax Rata X
Tax Due
9,014.79
0.083
751,20
.00
751. 20
,15
112.68
NOTE. TO INSURE PRDPER CREDIT TD
YOUR ACCOUNT, SUBHIT THE
UPPER PORTION OF THIS NOTICE
WITH VDUR TAX PAVHENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. HAKE CHECK
OR HONEV ORDER PAVABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CRED:l:TS:
PAVHENT
DATE
08-25-95
DISCOUNT (+)
INTEREST (-)
5.63
AHOUNT PAID
107.05
RECEIPT
NUHBER
AA048178
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS OAT~luSEE REVERSE FOR CALCULATION OF AODITIOKAL INTEREST, ·
I IF TOTAL DUE IS LESS THAN '1, NO PAYHEHT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I C~~! YDU KAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS, I
112.68
.00
.00
.00
(il. I
,"
,;"
~
'J)
"
I_I
PUIIPOSl! IlF
NOTlal
To fulflU U. r....lr~tI of leGUon 2140 of the Inherltlnc. end Eatet. Tax Act, Act 2Z of 1"1. C7Z P.I.
leGUon ZUDJ.
PAvttEHTl
Det8th U. top portion of this Notice end IIUbIIIt wIth your pe~t to the R..I.tar of WUla prlntMl on ttM
r.ver.. .1....
-- H.... cMck or MJMY order ply_Ie tOI REalSTER (II' WILLS, ACEHT.
AU p~t. receIved ..11 flr.t be ...U" to MY Inter..t Which AY be dua, with any r_Inlier 1PP1led to ttM tu.
REfUND cau I
A r.~ of . taM credit, Which .... not r..,..tad on ttM tu r.tum, IMY be r..,..tad by cOIIPI.tl", an -AppUcetlon
for R.fund of PenniYlv~le Inherltanca ~ E.tete T.x. CREV.I'I'). application. er. avail_Ie at the OfficI of
the RlGletar of Willi, any of the ZS Ravenue DI.trlct Dfflca. or by c.ll1ng ~ .,.al.l Z4.hour answering .arvlce
~r. far fOr8. or"'rlng. In Penn.ylvanl. 1.100.54Z-Z050, out.l... Pann.ylv.nla end within IDeal
Harrlsburl ar.. (717) 7.7.1094, TDD. (717) 77Z.ZZ52 CHaarlng 1.,.lrad Only).
DIJECTlONSI
Any p.rb' In Intera.t not .athfled with the .,,..I......t, .UOWInCI or dh.Uowanc. of daduotlon. or .....~t
of tax (lnolucUng discount or lnt.r..t) .. ahown on this Hotlca 'IY object ..Ithln .lxty (60) day. of racalpt of
thh NoUca bYI
--wrlttan prot..t to the PA aap.rtaant of R.venue, Board of A~l., Dept. Z11021, Harrlabura, PA 171ZI-l021, OR
--.lleUna to hav. U. ..ttar d.taralned at the audit of the Kcount of tha parllONll r..r.....,t.tlv., OR
--."..1 to the Orphan.' Court
AIlItIH-
ISTAATlVE
CORRE:CTI OMS I
FeGtual arrora dllCOv.red on thl. .........,t ahould be mdr..... In ..rltlng tOI P' Qap.r....t of Ravenue,
Bu~ of Indlvldu.l Taxa., ATTN. POlt .........,t R.vl... unit, DEPT. 210601, Harrlsburl, P' 17121-0601
Phone (717J 717-'505. S.. PIOl S of the bookl.t .In.t~tlon. for Inheritance T.x R.turn for a Ra.ldant
Dac~tR (REV-1501) for en .kPI~tlon of ~Inl.tr.tlv.ly corrletBbI. arror..
DISCOlMT .
If MY tax due I. p.ld within thr.. U) c.lendar MOth. aftar U. declldwlt', daaith, . flu psrcent u:n
discount of the tax paid I. .Ilowed.
INTEREST.
Intar..t Is etMrgad baalmlna ..Ith flr.t dey of "'Unquency, or nlM (9) -.nth. and ana (1) day
frH thII ct.t. of dAth, to the data of paYNnt. Taxa. .....1d1 bee... deUnquent befar. J.......,.Y 1, 191Z
baa,. Int.,...t .t thII r.t. of .Ix C6~) percent par ~ calcul.tad at . dally ,.at. of .000164.
All tax.. which beaM dellnqwnt on or .ftar J.....,.Y I, 1912 ..Ill bAr Intara.t .t . r.t. which ..Ul wry fra
calendar YN" to calendar y..,. with that r.t. ItW'IOWtCtld by the PA Departa.lt of Rhanua. TIM ...l1c_l.
Intara.t rata. for 1912 through 1995 ara.
tilt Int.r..t R.t. Dellv Int.r.lt Fecto,.
l:ur
Int.r.lt Ret.
DIllv Int.r.lt FactD"
1912
1'13
1'04
1915
1'16
--Intar..t
.u
lOX
IIz
I"
IOz
I. cllcul.t.d ..
.000541
.ODDUI
.00UOI
.00US6
.00027"
foUow"
I..,
1988-1991
199.
199'-I9M
199'
'z
IIz
9Z
7Z
'z
.000247
.DOUIl
.OODZO
.000192
.00020
I~T . BALANCE OF TAX UNPAID X HUKlER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
.-Any Notle. I..uad .ft.,. the tax bac~. delinquent ..Ill rafl.ct ~ Intar..t c.lcul.tlon to fifteen CIS) day.
beyond ttt. d.ta of tna .........,t. If p.YNnt 1a nda .ftar ttt. Intara.t coaputaUon dIIta .hown on the
Hotlc., .deU Uonel Intar..t wit be calcul.tad.
l,.)!,
l";'
~
'-.'
1',1
PUIlPOSl! Of'
NOlICEI
To fulfill the r....lr.....h of s.tlon 2141 of the IrMrltMO. W1d E.t.t. Tu Aot, AcIt 2Z of 1"1, (71 P,',
Section 2141),
PAYJENTI
DIIbch thII top portlan of thl. Notl" .. ....,It with you.. paPWlt to the n..hhr of WUlt print. an the
".vii,... .1..
-- "MI check 0,. IIOMY 0,..,. plyebl. tor REDISTER Of' WILLI, AGENT.
AU ...~t. ,..ulvlld ..11 flnt be epplled to MY Int.r..t which -v be ca., with ....y r_I,... .".11. to the tex.
REF\IGICCRh
A r.fund of I tex erlldlt, which .... not ,...p..t. on the tax return, uy be r....t. by c....tl"l .... "Appll_tlon
fa,. R.fund of Penn.vlv.nla IrM,.lt~ ~ E.t.t. Tax" (REV-151!). &PPllcetlon. .rl ..,.llllbll .t the OffiCI of
the Regl.t.r of Will., eny of the l5 R.venue DI.t..lot Offlca. 0,. by c.lllng ~ ~lll Z4-hou.. M....rlng ..rvlce
nueber. fo,. fa.... o~rlnal In PennlYlv.nl. l-eOO-S6Z-Z0S0, out.l. Penn.ylvenl. ~ .,Ithln local
",,.rllburg .r.. (117) 717-la94, TDD' (717) nz-zzsz (....rlng IIIpllr. Only).
aUCTIONS I
Any p.,.ty In Inh....t not utl.U. with the .,,..I......t, .UOWWICI or dl..Uow.nce of delduatlon. or ..........t
of t~ (lnoluct!ng dhcCU'lt 0,. Inhr..U a. shown on th.. Notice uv obJKt within .bity (61) dIIn of r.cllpt of
thll Notlcl bvl
--w,.ltten protl.t to tM PA Deperbent of RI.,.,.,., Icard of AppMI., Dept. 211OZI, Herrbburg, PA 17UI-UZl, OR
--.IKtlng to hIv. the _U... Mt....lnect at the audit of the ecCCU'lt of the PlIraonal r.,r....t.U"., OR
--1tPPU1 to the Orphan.' Court
Al>>tIH-
lSTRATlVE
CORRECTIONS,
F"tual arror. dlloov.r. on thll ...........t should tMi Bddr...ed In wrltlna tOI PA o.partMlnt of R.......,
Bur..u of Indlvldull T...., ATTNI Po.t A....~t R.vl... unit, DEPT. 210601, Harrisburg, PA 17111-0601
Phone (717) 717-6505. S.. p~ 5 of t~ booklat "In.tructlon. for InherltWICI Tax Raturn fa.. a R..I~t
Decadent" (REV-1501) fa.. an axpl~tlon 0' ~Inl.tratly.lv corr.ctabl. .rror..
DISCOlIfT.
If any tllC due 11 paid .,Ithln thr.. (J) calendar ItOf'Ith. aftl,. the decadent'. ....th, a flva parcWlt C5X)
discount 0' the tax paid I. .llowed.
INTEREST.
Int.r..t .. charDMI beDlm.na .,Ith flr.t dIIy of allnquMCY, or nl,... (,) IIDflth. Md DnII (1) dIIy
frOll the dIIt. 0' death, to tM dIIta 0' p.v.Mt. Tax.. whIch bee-. d.lInquMt bIIfor. J....rv 1, 1912
baar Int.r..t at the r.t. of .llC (lk) Plrcant par annul calculatld at . d.llv r.ta of .000164.
All tax.. which ~ all,",*,t on or .fbr Janwry I, 1982 will bea,. Intera.t .t a rat. which wUl vary fr_
calMda,. YH" to c.I....r v..r ..I th tNt rat. 1In1Ol.WlC" by the PA Dep.rt...,t of R.v....... The eppllcllbla
Int.r..t rat.. 'or 1912 through 1995 ar'l
lIIr Int.rl.t R.t. Dellv Int.r..t F8Ctor
Iur
Inter.d R.t.
Dally Int.r..t Feetor
1912
I...
I'"
1915
I'"
--Int.r..t
ZDX
lOX
IlX
ISX
..X
I. cllcul.tad a.
.000541
.000451
.UUal
.010556
.000n4
fallow..
1917
1918-1991
199.
1995-1994
199.
'X
IlX
n
r.c
n
.aa0247
.000501
.000l47
.00019Z
.000247
INTEREST . BALANCE OF TAX UNPAID X HUKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
uAny Notlc. ...... .ft.r thII talC bee.... all,",,*,t wUl ,..I1Nt an Int.,...t calculation to flft"" (15) dan
t>tIyond the dah of the .....~t. If pa~t II .aM Ift.r the Int.r..t CMpUtatlon dIItl Ihowl on thli
Notle., additional Int.ra.t au.t be ellcul.tld.
DC
tt ;'"
1,"-
,
-
~"
II
{. '-,
"
.~
'"
PURPOSl! ...
MOTlal
To fulfill the requlr.-.ntl of Section 1140 of the I~rlt~ ~ Estat. Tax Act, Act IZ of 1991. (11 P.I.
IMUon 2140).
PAYtEHTI
o.bch U. top portion 0' thh NoUCII ... .ut.lt with your PQWMt to tM R..1at.r of W1Ua print.. on the
nwr.. .lde.
-.. .... chrHk Dr .,-.y a,..,. papilla tal REGISTER OF WILLI, AGENT.
All ~t. rec81vlld ahIIll fir.t be -.11_ to ."y lnt.r..t which -v b4I w., wlth MY ,...Indel'" ..UIId to the tax.
REF\IGI can I
A ,..f1.rd of . taM oredlt, which .... not r.....ted on the tax rlturn, RV b4I r......t.. by CCMlPl.Ung WI "AppUAtlon
for Refund of p..,-Vlnnll Inhllrlt.nn ... Elblt. Tax" (REV"UlJ). AppU.:.tlonl .r. IVIU.., at the Office of
the A..l.t.,. of "!lis, ....y of 1M D RwenuII Obtrlol Qffle.. or by c.ll1ng the .-1.1 14-hour .......r1ng ..rvlce
,..,.n far far.. orMr1nSII In P....vlv.d. l-laa-S6Z-Z050, ouhlde PennQlvenla 8nd within 10C81
ttrrlabur-a .r.. (717) 7'7-1094, TDD' (717) 71Z-21S2: U...,.lno 1....lred Onb).
DIJECTIDHSI
Any "."ty In lnt.,...t nat ..tlsfled with u. IIPP...S.....,t, .UOItWICI or dl..11~ of cMductlon. 0" .....__t
of tax UnclucUno dllCCKrIt or Intar..U aa ~ on thla Notle. _y abject wIthin abb (IliO) dan of r~lpt of
thl. NotJCII bYI
--wrltbn prob.t to tM PA o.parhMlnt of Rav..., Surd of Appul., DlIPt. 111021, Hlrrhburg, P' 171Za-1DZl, OR
--aleotlrlG to haY. tM ..Uar dltar.lned at the IlUdlt of tM MCOU'1t of the peraoMI rllPnMntatJva, OR
--.....1 to thIi Drphwtl' Court
ADttIN-
tlTllATlVE
CORRECTlONSI
'"twl arror. dllCOYlred an thll .....UMt should be eddnu" In wrltl"lll tat PA Pep.rhent 0' R.vanue,
Bureau D' Individual Tax.., ATTNI po.t ,....&llftt R.vlew unit, DEPT. 2806'1, Harrisburg, PA 17111-0'01
Phone (717) 717-6505. Sea pee- 5 of t~ bookl.t Rln.tructlan. fDr InhlrltlftCl Tax Rlturn fDr I R.lldent
DecldentR (REV-ISOI) fDr In .xpllftltlan of IdIlnl.trltlvllY eorrectabl. .rror..
DISCOUNTs
If MY tax dull h Plld within thr.. (5) ~l"'" ....th. .ftar thI ~t'. dMth, . flv. pere."t Ux)
dllCCMrIt of thIi tu p.ld I. I11Ddd.
IHfER(STI
Int.re.t .. wrged blDlmlno ..Ith flret dIly of dIIUnquancy, Dr nlM (9) lIDftth. and one (1) dIIy
f.... thIi dIItl a' dMth, to thI at. Df P8v-1t. Tax.. .....Ich bIcIII dlllInquant IMifDra J-.u.ry 1, 1'12
bear Int.r.~t It thIi rat. of .be (6%) pere."t per ...... celcul.tld It I dllb' r.tl of .0001M.
All tax.. .....Ich bee-. d11lInquant an or Ift.r JInuIry I, 1912 ..Ul bar Int.re.t .t I ret. which will wry frOl
eallllder yn.. to elland1r y.... with that rat. announced by the PA Dep.rt..,t of R.venul. ThI sppllClbl1
Int.r..t rat.. far 191Z through 1995 .r'l
tuI; Int.r.st Rib D.llv Intsr..t Feetar UIr tnt.r..t R.t. D.llv Int.r..t FlGtar
1... ... . aaOS44 1917 .. .00n47
1'8 162 .oooue 1981-1991 II. .ODD101
1.14 II. .DOOSDl I'" .. .000247
1915 1>2 .OOOS56 1995-1994 n .00Dl9Z
I'" 10. .000274 1..5 9Z .000247
....Int.r.st I. calcul.ted .. falIDMI'
INTEREST . BALANCE DF TAX IIIIPAID X HUKBER DF DAYS DELINQUENT X DAILY IIfI'EIlEIIT FACTOR
--Any NoUe. 1I1Ul1d aft.,. the tlJC becOll, d1l1~t wUI rlUMt an Intlr..t calcul.tlon to flft.., (15) dIy.
beyond thIi dati a' thI ...........t. If P'Plnt 1I111ld1 .n.,. thl Intlrut caaput.tlan dlltI Ihawn an the
Notlcl, eddltl~l Inter..t lU.t be ellcul.ted.
:n