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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WiTH REGISTER OF WILLS)
REY.1500 fh 11.9.1
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COMMONW,AUH Of PENNSYLVANIA
CEPAI MfNT Of REVENUE
om, 210601
H"UISlUIIIO, P... 11 '1.0601
OlelD N 'J AMI LAn, .. . AND MIDOl
WAGN ffi EO'JA R.
$OCtAL UCUllfY HUMin
DAn 0' OIAfH
03/18/95
IHIllAI
183-12-4431
(II ""UU."IIIUIYlYlNO lPOUU'l HAM' IUS!. ,.." AHO"IOOlIIHlIIAq
N/A
rn 1. Original Relurn
o 2.
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o 7.
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IXI 6.
limited Eslat.
o,c.d,nt Di,d r,,'at.
(Allach copy of WillI
FOR OATIS OF DUTIl AfTER 12/31/91 CHECK HERE
IF A SPOUSAL
POVERfT CREDIT IS CLAIMED 0
Fill NUMBER
c.9J
COUNIY COOE.;1./ YEAR q S-
O CfOlt'.' .l.e M'l It. II \
MtA APARTMfNTS
1067-0 ALLfNDALE ROAD
M I LRG, PA 17055
NUMBER
09/03/18
Supplemental Rtlur"
o 3. Remainder Relu,n
('or dol.. of dealh prior to 12.13.821
05. fld,ral Ellalt Tallt Rtlurn Required
--0-8. Tolal Numb.r of Safe O'poIIl Boxe.
Ful",r. Inl.r", Compromht
(for dolO. of deolh aft.. 12.12.821
D.udenl Maintained allying TruI'
(AlIoch copy of TrUll)
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CQ.MPU H MAlj'ti .
<:80 Ht:, ROAD
MECHANICS!lJRG,
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PA 17055
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(31
(A 1 480. 46
(51
(61 7,699.58
(7 )
(9 ) 6,382,70
(101 156,19
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I. Reol E,tal. (Schedule AI
2. Stoch and Band. (Schedule B)
3. ClolOly Held SlocklParlne"hlp Inl"ell(Schedule q
A. Mortgage. and Note. Receivable (Schedul. 0)
5. COlh, Bank Oepotlts & Mllcellaneoul P.rlonol Property
(Schedufe EI
6. Jointly Owned Properly (Schedule FI
7. Tran,'on (Schedule G) (Schedule II
8. TOlal Grall Anetl (.otollln'l 1.7)
9. Funerol Expen..l, Admlnblralive COlli, Mlscellan,oul
hpen... (Schedule HI
10. Oeb.., Mongage lIabilltl.., lien. (Schedule II
11. Tolol Oedudlon. (10'01 lIn.. 9 & 101
12. N.I Value of ellate (line 8 mlnul line 111
13. Charitable and Governmental eequ'I" (Sch.dule JI
lA. Net Value Sub eet 10 TalC (line 12 mlnul line lJI
15. Spoulal Tran.f.,. (for dot.. of d.ath oher 6.30.9A)
S.. Inltructlons for Ar,pllcable P.rc.ntage on Rever.. (15)
Side. (Include valu.. rom Sr.hedule K or Schedule M,I
16. Amounl of line 14 ta.able 016% role (16) 1,641,15
(Include valu.. from Schedule K or Schedule M,)
17. Amount of lIn. IA taxable 01 15% rol. (17)
(Include valulI from Schedule K or Schedule M,)
18. Prlnclpolla. due (Add 10. ',om lIn.. IS. 16 and 17,1
19. Credltl Spoulal Poverty Credit Prior Paymenll Dilcounl Inler..1
+ +
20. 1I11n. 191. grealer than line 18, enter the dlffer.nce on line 20. This II .he OVERPAYMENT.
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21. II L1n. 18 I, greoler than lIn. 19, enter the dlffer.nce on line 21. ThilII Iho TAX DUE.
A. Enler ,he Inl.r.lt on the balance due on line 21A,
8. Ent..,he 10101 a' line 21 and 21A on line 218. Thl,I,'he BALANCE DUE.
Male. Checle Pavabte tal Reghter of Will., Ag.nt
:BEISURE\,[O:'A'NSWER ALL'.QUESTIONS ON REVERSE SIDE AND TO RECHECK' MATH .~\W;jlrr ';""';''1',
Under penalll'l of perjury, I declaro that I have examined Ihis rolurn, Including accompanying Ich.dulel and Ilal.m.nh. and 10 the bill of my ~nowl.dge and b.li.f,
It II tru., corred and campl.to. 1 d.c1ar. that all real oltol. has bltn reported at Irue mark.t value, D.c1arotion of pr.parer olh.r Ihan 'he p'rlonal r'pr.lenlativo II
based on all Information of w h pre ar.r hal any ~nowl.dg..
IIGN In 0" AS le 'ON 'lY'~'IU G lUUAN AODAU5 DAtf
~ MECHAN I CSBURG , PA 17055 9-/f- Y5'
lOTH THA PA (NT"TIV( AOOAU5 P.O. BOX 1331 DAn
HARR I SBURG PA 17105 '11.3 /i~
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(81
,8,180.04
(11)
(121
(131
(14)
6,538.89
1.641.15
1.641.1~
X._II
x .06 II
98.47
x .15 II
(181
98.47
1191
(20)
Chcck IlCrc if you arc ,equesting 0 refund of your'overpoyn1l!nt.
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98.47
(21)
121A)
(2181
98.47
Act '48 of 1994 provide. for the reduction of the tax rate.lmpo.ed on the net value of tran.fen to or for
the u.e of the 'pou.e. The rote. a. pre.crlbed by the .tatute will bl! .
e 3% (.03) will be applicable for e.tate. of decedent. dying on or after 7/1/94 and before 1/1/96
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e 2% (.02) will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.tate. of decedent. dying on or after 1/1/97 and before 1/1/98
e Spou.al tronden occurring on or after 1/1/98 will be exempt from Inheritance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
1, Old decedent moke a transfer and:
YES NO
o. retain the US8 or Income of the property transferred, .......................................................
x
b, retain the right to daslgnote who sholl use the property transferred or Its Income, ..........,....
x
c. retain a reversIonary interest; or ...................................................................................
x
X
d, receive the promise for life of either payments, benefits or care' ,....,.................................
2, If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequote conslderotlon' If death occurred ofter
December 12, 1982, did detedent tronsfer property within one yeor or death without receiving
adequate consideration'................ ................,..... ...... to. ................... to.... ........... ....... .........
X
3, Old decedent own an 'In trust for' bank account at his or har death'...................,.............,....
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploo.o Print or l' 0
MBER
COMMoNWfALTH Of .ENNSYLVANIA
INH.IITANt. rA' mUIN
_UIDINT Dle.DINT
S1: fE OF
En'JA R. WAGNm
(All property Iolnt1v-ownld with the Right of Survlvouhlp mu.. 1M dltcf...d on Schedule 'J
N~k~ER DESCRIPTION
VAWE AT
DATE OF DEATH
1. 1980 PONTIAC SUNBIRD
2. BB.L ATlANTIC - CRBlIT BALANCE R8'UND
3. ATICNooIIDE INSURANCE - CANCaLATIOO CRBlIT R8'l.ND
4. MEADCl'vMOOD APARTM~TS - SECUUTY DEFOSIT R8'UND
300.00
2.84
17.00
160.62
S 480.46
(Aflath addlllonal 8W' )( 11" Ihlllllf more Ipoce II n..dld.)
UV.UotUt 11211)
..
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWfALJH OF PENNSYlYANIA
INHERlTANCf TAX a!YUaN
AESIDENT OECrOENT
ESTATE OF
En-JA R. WAGNm
I FILE NUMBER
Jolnl 'ononll."
NAME
A. RooALD L. DEITCH
ADDRESS
280 HEISEY ROAD
MECHANICSBLRG, PA 17055
RELATIONSHIP TO DECEDENT
SOO
B,
C,
Jolntly-ownod proporty.
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET %INT, DECEDENT'S INTEREST
TENANT JOINT
1, A 01178 FARMmS TRUST COMPANY
CHECKING ACCOLNT 115-34935 7,428.36 SOX 3,714.18
2. A 10/81 FARMERS TRUST COMPANY
CmTIFICATE OF DEPOSIT
11001-A78583-C 3,985.40 SOX 1,992.70
3. A 10/81 FARMmS TRUST COMPANY
CmTIFICATE OF DEPOSIT
11001-A 78 582-C 3,985.40 SOX 1,992.70
TOTAL (Aho enler on line 6, Rlcopilulotlon) 5 7,699.58
(If more space is needed insert additional sh..,. 01 some size)
.
11'11111".1'''1
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SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Prlnl or T .
(OMMONW(AUH O. PfNNSlIVANIA
INHUI1ANCr TAX .UUlN
IRUIDENl DlCIDfNT
F
EIJ,lA R. WAGIIIR
ITEM
NUMBER
A, Funeral Exp.n...:
1.
8,
1.
2.
3.
A.
C,
1.
2.
3.
A.
5.
6.
7.
8.
DESCRIPTION
AMOUNT
HOFFMN-J-ROTH FLNIRAL I-G'IE, INC.
WESTMINSTIR CEMETIRY, INC. - GRAVE MARKIR
REV. JOI-N A. ILE - MINISTIR
FARM hOMENS GROJP - FLNIRAL FOOD DCNATION
$ 5,530.20
87.50
150.00
100.00
Admlnl.lrallv. Ca'I':
P.rsanal R.presentallve Cammlsslan.
Saclal Security Number af Persanal Repr..enlallve,
Vear Commlsslan. paid
Allarney Fee.
Family e.empllan
Claimant
Address af Claimant at decedent'. dealh
Slreet Address
City
Relallon.hlp
Stale
Zip Cade
Probale Fe..
MI.c.llan.au. Exp.n...,
MCKONL Y (; ASBl.RV - ACCOLNTING FEES
ClJoIBIRLAND COLNTY REGISTIR OF WILLS - INHIRITANCE TAX
FILING FEE
500.00
15.00
TOTAL (AI.a enler an line 9, Recapitulation)
I" mare .pac. I. n..d.d, In..rt additional .h..1I of .am. ....,)
$ 6,382.70
.--.......--.,. -.01-",,- ,~",,"'-"'_~."'''''h.'"''_''';'''''''''L,>r._..~.~ ~ .'-
n-oc::;-C';,;;i~l..~--'::'..''$J~.l;';~''''"''''''---:-'~'-:.'>-:'~' :--.
ESTATE OF EDNA R, WAGNER
FORK: REV-1n3 EX
SCHEDtn.K J. BENIlFIOIARIES
ITEK AMOUNT Oil
NUMBER NANK AND ADDRESS OF BENBFIOIARY RELATIONSHIP QlARE (p I!SIYt.'IE
A, TAXABLE BEQUESTS:
1, RONALD L, DEITOH SON ONE-SIXTH
280 HEISEY ROAD
MECHANIOSBURG, PA 17055
2, JACOB R, WAGNER SON ONE-SIXTH
4400 KlLE DRIVE
!NOLA, PA 17025
3, REGINA SHUKAKER DAUGHTER ONE-SIXTH
241 WALDORF DRIVE
YORK, PA 17404
,
4, JOYCE WILBURN DAUGHTER ONE-SIXTH
2050 S, RIDGE WOOD AVENUE
APT, P.8
SOUTH DAYTONA, FL 32019
5, LEE WAGNER SON ONE-SIXTH
5002 TRAPPERS ROAD
WILSON, NC 27893
6, DONNA MELLOn DAUGHTER ONE. SIXTH
420 HEISERS LANE
CARLISLE, PA 17013
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LAST IIlLL AND TESTAMENT
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I, Edna R. lIagner, of Cumberland C~unty, Pennsylvania, bsing
of sound mind and bOdy, haraby revoka my prior wills and
declare this to be my will:
FIRST: General Bequast: I hereby bequaath 011 of my
ostato, reol, porsonal and mixod to my husband, Loe P. Wacner,
if he aurvives me by tbirty dnys. Sbould my huaband pradecease
mel I give 011 of my estate, reol,personsl and mixsd to my ,'" I r
ch Idren, Ronald L. Deitch, Jacob R. lIegner, Rogena 6humeker, l" ((..')J'
Joyce Wilburn, Lee~. Wagner end Donna Mellott, shera and 1 "1
sharn alike. ' ,10-
4J-.I'..-f' ,
IlECOIW: Dioposition of Prope~ty: In order to promote .,..,
harmony among my childrsn 1 hers y speoirically direct that
All of the property conatltuting my estste be sold at auction
in accordance with ths lawo of the Commonwealth of Psnnsylvanie,
snd ths procseds thsrefrom be distributed among my children.
This provision shall not apply if my husband is my heir.
TIIIRD. Appointment: I heraby sppoint my husband as
executor of my will. Ilhou1d my husband predeceaas ma, I appoint
my two childrsn ao co-exscutors, Jacob R. Wagner and
Ronald L, Deitch with the power to do any and all tbings
necessary to admInister my astate without bond and without 1eava
of court,
FOURTH: Protective Provision: No interest in income or
principal shall be assignable or aVAilable to any person having
a claim agninst a baneficiery before aotua1 payment to the
benericiery.
FIFTH: Dceth Toxeo: All fedarel, atate snd otber taxes
poynb1e becnuae of my denth shall, whather on property paseing
under tbis will or otherwise, shnll be paid out of the principal
of my eat ate ond none sholl be chorged to any beneficiary or
othor fund.
EXECUTED thia #dOY Of'~, 1975
fe/II a. ;(. /J,Jcttv,j
Edno R. Wagnor
In our presenco, the
declored it to be he
p~cse ce and tbe pre
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nbove named teatator eigned thie and
will and now at her requsst and in her
snce of each other, we sign as witnesses:
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WARNING: It I. lIIegnlto duplicate this copy by photoatal or photogrsph.
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MAR 2 1 1995
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COMMONWEALTH 0' PENNSYLYANIA' DEPARTMENT OF HEALTH' VITAL RECORDI
CERTIFICATE OF DEATH
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P 573 933 001
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U.S. POSTflGE
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MrcH..\I!og~URG.P"
Sl~! Ifl. '95
tjP10LJIH
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REGISTER OF WILLS
C~lBERLAND COUNTY COURTHOUSE
CARLISLE PA 17013
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1, NoA~ "082152 " COMMONWEALTH OF PENNSYLVANIA
, " , . DEPARTMENT O. REVENUE
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: .i.".; ~....~ ' ,'; OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
*
RECEIVED FROM,
&
ACN
ASSESSMENT P:'I
CONTROL i;,I
NUMBER
AMOUNT
RONAI.D I. DEITCH
101
eY6.'+7
eso HEISEY ROAD
MECHANICSaURG, PA 170SS
ESTATE INFORMATION,
!:II filE NUMBER
5i1 el-199S-0693
EJ NAME OF DECEOENT ('MT)
II DATE OF PAYMENT
m POSTMAR E
COUNTY
SSN la3-le-4431
(FIRSTI (MI)
.
OAff OF DEATH
REMARKS
m TOTAL AMOUNT PAID .9B. 47
""'" ~f1!.~;44J
MARY C. I.E~
REGISTER OF WII.LS
RONAI.D I. DEITCH
SEAL
CHECK" laBS
REGISTER OF WILLS
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REV-1S47 EX AFP (12-95*
CDHMOHW(ALTH OF PEHHSYlVAHI.
DErAATttEHf or REVENUE
BUREAU OF INDIVIDUAL tAXES .
DEPr. ZI0601
ItARRU.URa, PA 17lZ'~a601
ACN 101
NOTICE OF INNERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEOUCTIONS ANa ASSESSMENT OF TAX
DATE 01-02-96
FILE NO.
03-18-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECX PAYABLE TO "REOISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
RONALD L DEITCH
280 HEISEY RD
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Altount R..Htad
Q)
00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiiV=is4TEXnAFpnm-':9ifniiiYicE--OF-YtiHEifii'liiici-TAX-iipjiiiiiisEif€ii'r;-ALt"OwliNCini'ru--m---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WAGNER EDNA R FILE NO. 21 95-0693 ACN 101 DATE 01-02-96
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R..l E.t.t. ISch.dul. Al III
2. stock. and Bond. (Schedul. B) (2)
5. Clo..1>> Hald stock/Partner.hip Intar..t (Schedul. C) (3)
4. Hortg.g../Hot.. R~.lvabl. (Schedula OJ (4)
S. C..h/Sank Dapoltt./Hllc. Parlonal Property (Schedule E) (5)
6, JoIntly Ownod Property CSchedule FI 161
7. Trandarl (Schedul. 0) (7)'
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.rat EKpan.../Ada. COlta/Hlle. EKPan... (Schadul. H) (9)
10. Dabta/Hortgag. Liabiliti../Llana (Schedul. I) (10)
11. Tot.l Deduotion.
12. Net Value of Tax Return
15. Charitable/Covern.ental aequ..t. (Schedule J)
14. N.t V.lu. of Eat.t. Subject to rex
NOTEI
If an assessment wss issued previouslY, 1inss
reflect figuras thst include the total of ~
ASSESSMENT OF TAX:
15. A.ount of Line 14
16. A.aunt of Line 14
17, Mount of LI"" 14
18. Principal Tax Du.
TAX CREDITS:
PAYMENT
DATE
09-16-95
I CHANGED
.00
.00
.00
,00
480.46
7,699.5B
.00
leI
8,180.04
6,382,70
156.19
Clll
1121
C151
1141
~.~3R RQ
1,641.15
.00
1, 641.15
14, 15 and~or 16, 17 and 18 will
returns assessed to dete.
.t Spou..l
t.)(able .t
t.)(abl. .t
rat.
Lineal/CI... A r.t.
Collateral/CI... a rat.
1151
1161
1171
RECEIPT
NUHBER
AA082152
DISCOUNT I + I
INTEREST C-I
,00
.00 X .00,
1,641.15 X ,06.
,00 X .15.
llel
.00
98.47
,00
98.47
AItOUNT PAID
98.47
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
· IF PAID AFTER DATE INDICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
90.47
.00
.00
.00
IF TOTAL DUE IS LESS THAN fl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE OUE
A REFUND. SEE REVERSE SIDE OF TNIS FOR" FOR INSTRUCTIONS,)
POi
I
1,\
(i.
0()
RESERVATION. Estat.. of elK....... dying on 0,. "for. 1*:..,. 12, 19.2 -- If Wly futura Int.,...t In tM .U.t. Is t""','.rract
In po....llon or "Jo~""t to el... . (coU.t,,..U ~flc",.I.. 0' th. d.e""t .ft.,. ..... ..pl,..tlon of .,,~ ..t.t. for
11ft 0,. fo,. y..,.., thl e~.lth he,..by ..pr...ly r'I.,.V.. thl ,.lght to .",..... ~ ...... tranlf.,. Inharltanc. Taxa.
at thl lawful Cia I' . (colllt.,.al' ,..t. on any luch futu,.. Int.r..t.
PIlRPOsl! IIF
NOTltEl
To fulfill tha r..,lra.."ts of SecUon ZUD 0' thl InhllrltMC. and E...ts T.x Act, Act zz of 1991. 7Z P.S.
S.eUon 2140.
PAYHEHT.
DltKh thl top portion 0' this MoUc. and IUblIt ..lth YOU" P.~.."t to thl Rlllbtl,. 0' WUb p,.lntld on the revlr.. aide.
._"ak. chick 0,. ltOnIy orde,. p.y.tJII tOI REGISTER OF HILLS, AGENT
All PIYNnt. nc.lvld shaU U,..t b. applJad to MY Intarllt .....Ich Ny " due ..Ith Ifty ,....Ind.,. epplJld to tha tlK.
A n'~ 0' . t.. c,.ldlt, which .... not raque.tacl on thl Ta. Rlturn, "y 1M- requa.tld by CDtlpI.tlnll ... "Appllc.tlon
'Dr R.,und of Pann.ylvanl. Inha,.ltanc. and Elt.ta T.... (REV-1313), Applicatlonl .,.. .v.llabl. at the O'flc.
of the R'.latar 0' NUb, My of th. 13 R,vlnlM Dlst,.lct O"lc.., or by C'Ulnll thei '...chl Z4-hou,.
.......rina ..rvlc. ~r. fa,. fa,... o,.da,.lngl In PannlYlvanla 1-'00-361.~050, out.lda Pann.ylvani. and
..I thin loc.l Har,.l.burg .rl, (717) 7.7-1094, TDD. (7t'J 77Z.,ZSZ (H..rlng IlPalred Only).
REFLlCD (CR)I
OIJECJlDHS.
Any plrty In Int.rllt not ..tl.flad ..Ith thl IPPr.I",,"t, allowane. 0,. dl..llowanc. of d.ductlon., Dr ......sent
0' ta. Unclucflna discount or Int.rllt) II lhown on thb Motle. au.t obJ.ct ..lthln .hlh (6OJ d.ws 0' r.c.lpt of
this Halle. bYI
ADffIH
IlTAAJlVE
CDRRECTJDHS.
.....rlttlM prot'lt to the PA D.p.rt.."t 0' RIVenul, loard 0' App...., D.pt. ~.1O~1, H.r,.hburg, PA 1711'''1021, OR
....I.ctlon to hlVI thl aatt.,. d.t.ralned .t audit a' the account 0' thl p.r.onal raprl.ent.tlv., OR
."lappall to ttM Orphanl' Court.
DISCOUNT I
Factu.1 .rrorl dlscov.rad on thh ........"t lhould b. IKkfr....d In ..,.ltlng tOI PA O'Plrt..nt a' RIVanu.,
lur.eu a' IndlvhNI1 Tlx.., ATTHI Pa.t A......flnt Rlvl... Unit, D.pt. 2110601, Harrisburg, PA 171211-0601
Phone (717) 7.7-6505. II. Page 3 a' thl bookl.t "In.t,.uctlon. fa,. Intllrltanel TI. Rltu,.n '0,. . Rllld"'t
Olcldant.. (REV-IS01) for In I.planltlan of .daln..trltIVlly corractabl. Irror..
If IMY t.. due II Plld within thra. (5) c.llnd.r 'onth. .U.,. the dlcld.nt'l duth, I fJv. p.,.c."t U:U dllcount 0'
the t.. Plld J. .llowed.
INTERUT I
Int.rllt .. char lid b.glMlna with flrlt d.~ of delinquency, or nine (9) eonthl and ana U) dlY 'rOl the data a'
d..th, to the dlt. of pava."t. Te... which bec... dellnqtMnt ba'or. "'snulry I, I'.Z b'l,. Int.rllt It the r.ta of
.1. (6~J parcent plr annua c.lculatld .t . d.ll~ rat. 0' .000164. All t.... which bee... delinquent on and 'ftar
Janu.ry I, I'.Z ..III blar Int.r..t at a rlt. which ..III vary 'rol c.l.ndar v'lr to c.l.nd.,. y..,. ..ith that ,..tl
Innnuncad by the PA DIp.rt.ant of R.venue. Tha appllcabl. Int.r..t rlt.. 'or 1912 throuDh 1996 .r"
~ Int.rlet Ratl O.lly Inh,...t Factor l!!r Int.rllt R.t. Dally Intlr'lt Facto,.
19.2 .OX .000541 1917 OX .000247
191J lOX .00045' 191'.1991 112 .000501
1914 11:( .000301 1992 OX .0ODZ47
1915 UX .000556 1995-1994 'X .00019Z
19'6 lOX .000274 1995aI996 OX .000247
"Int.r..t II cllculltad .. follo"ll
INTEREST. BALAHCE OF TAX UNPAID X HUHSER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR
..Any NoUcl l"U'd .ftlr thl t')II b.cCNN, delinquent ..111 r."lct an Intlrl" es1culltlon to flfhlM UU de)'l
blYond the d.t. of the ...........t. If p.,."'t h .ade ,Ulr tfMt Int.rllt coeput.Uon d.t. Ihown on the
Molles, .dcfltJon.1 Inhred ...,.t bl Cllcul.tld.
BUREAU OF INOIVIOUAL TAXES
lMilRITAHCE TAX DIVIIIDH
DEPT. ra061l
HARAISIURO. PA 17121-DlDl
V /5<;(, -I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
XNHERXTANCE TAX
STATEMENT OF ACCOUNT
v*
tn.IIIII.'" 111,'"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
H ANTHONY ADAMS ESQ
128 EKING ST
SHIPPENSBURG PA 17257
07-08-96
8AER
07-22.94
21 94-0693
CUMBERLAND
101
AMount R..itt.d
DOROTHY M
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE I To Inaure prop.r cr.dlt to your account, sub.it the upper portion of thl. forM with your t.K pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiEii=iliiWiinFp.-nI3:91.-immii..--iilifiliITANC'Ci'iilc-sTATEiiE'IWiiF"-iiccoiJiW-iiiii-mm-mmm-m
ESTATE OF BAER DOROTHY M FILE NO. 21 94-0693 ACN 101 DATE 07-08-96
TNIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE, SHOWN BELOW
IS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 06-03-96
PRINCIPAL TAX DUE._
1.474.20
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
03-06-96
06-18-96
RECEIPT
NUMBER
AA112591
AA112951
DISCOUNT (+)
INTEREST (-)
116,16-
2.45-
AMOUNT PAID
1,495.00
97.81
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
1.474,20
.00
.00
.00
. IF PAID AFTER THIS OATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN .1,
NO PAYMENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREOn" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, I
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PAYtt[HT I
DIItach the top portion of this NoUn and luNit with your p.y..nt ,Mia p.yabll to the n.. INMI Keit...
printed on the river.. ,Id.,
If RESIDENT D[CfDENT ... chick or 10M>>' order p..,able tal RECISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT lakl chick or MCMMY order Plylabl. tal COKHONWEALTH OF PENNSYLVANIA.
All p.w-~t. received .~11 b, ~lled flr.t to any lnt.r..t which ..y bl due with any t...lnd.,. applied to thl t.x.
REFUND (tA)1 A nfWMI of I tllC credit, which .... not r.~.t.d on thl Tax A.turn, ..y bl r~.t.d by cO,,-.IUnll en
"Applic.tlon for R,fund of P~'ylYInI. Inherlt~. and Est,t. TIIC" (REV-ISIS), Appllcltlon. It' IVIllabl. It
th. OffiCI of the Regllt,r of Willi, en, of the 25 R.venue DJ.trlct Of,lc.. or 'roe the Dlp.rt-.nt'l 24-hour
en.~rlng ..tvlel ~t. for for.. ord.rlngl In Pennlylv.nla l-100-'62-20S0, outlida Pennlylvanla
~ within loc.1 Harrisburg .r.. (717) 717-1094, TOOl (717) ~72-2251 lHelrlng 1~.I~ad only).
REPLY TOI
aulltlonl r.g.rdlng .rrurl cont.ln.d on thl. notlc. lhould b. addr.s.~ tOI PA Dap.rt.ent of R.venut. Bur.au
of Indlvldu.1 T...., ATTHI Po.t AII.lleent Revllw unit, Dept. rl0601, Hlrrllburg, PA 17111-0601, phone
H17) 717-6505.
DISCOUNTI
II eny telC dua h paid within thr.. ell c.l.ndar .onthl Ift.r the dlcedant'l d..th. a flv. parc."t C5X) dhcount
of the t.. plld I' allow.d.
PENALTY I
T~ 15X te. Mnllty non.p.rtlclpltlon plnl1ty Is cOllpUt,d on thl totll of thl tlW: and lntera.t .....I.d, and not
plld b.for. Janulry la, 1996, the flrlt dlY Iftlr the Ind of tha taw: a~'lty plrlod.
INTEREST I
Interllt Is chargld baglMlng with flrlt dlY of delinquency, or nln. (9) eonthl and on. (l) d.y froa tha d.t. of
dllth, to the dltl 0' paye.nt. TI.II which bac... dlllnquent b.fora Janulry 1, 1912 b.ar lnt.rllt It the r.t. of
11M C6in perclnt par IMV"UlIl ulcuhhd .t I d.lly r.t. of .000164. All t.... which blc... dallnquent on and aftar
Janulry 1, l,a2 ..Ill b..r lnt.rllt It . rat. which will vlry fro. cllend.r Vllr to cal.ndlr V'lr with th.t r.t.
IMCK.W1c.d bv tM PA D.part..nt of A.\/lN\UI. The appllcabll Interllt ret.. far 1911 through 1996 ar'l
YI.,
Int.r'lt Alt.
DIIlv Intlrllt Factor
Yaar
Intlrllt Aatl
DillY Intlrllt f~tor
1912 ZOX .ooo~a I'" 'X .000247
1915 lOX .00auI 1"1-1991 U;,c .GOOSOI
I." IIX .0003n 1992 'X .000241
1915 UX .00OSS6 19'1S-1994 7X .000192
1916 lOX .000274 1995-1996 OX .000241
"-Interllt Is cllcullt.d II folloWl1
INTEREST . BALAXCE OF TAX UXPAIO X NUNBER OF DAYS DELIXQUENT X DAILY INTEREST FACTOR
.-Any Hotlcl Illued I,t.r thl t.. baeDleI dlllnquent will r.'llct ~ Intlt'lt cllculatlon to ,l,tlan CIS) d.ya
beyond thl dltl 0' thl ........"t. 11 PIVIlant Is allda Ifter the Inbr..t COlPutltlon data lhown on the
Notlu, addltlonll Intarllt ...,It bl calculltad.