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CO"HOHWUL 111 Of P[NHSYl VANIA
DtPARltclNT or R[VUllI(
BUREAU Of INDIVIDUAL TAMES
DEPI. :106Dl
IlARRUIURQ, p,t, 17UI-0601
.'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21- <IS' '/IL(
ACN 95142083
DATE 08-31-95
TYPE OF ACCOUNT
o SAVINGS
IX] CHECKIND
o TRUST
o CERTIF,
'..."u ..", .,.",
EST. OF ANNA M SWEGER
5.S, NO, 184-12-4116
DATE OF DEATH 06-25-95
COUNTY CUMBERLAND
MARY J LEIBFRIED
409 PAWNEE DR
MECHANICSBURG PA 17055
REHIT PAYHENT AND FDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
DAUPHIN DEPOSIT BNK I h.. provld.d thl DIPlrt'lnt with the Infor..t1on ."t.d bllow ......Ich hu b..n u'ld In nlcullUnll thl
pot.nU.1 tllC dull. H~llr record. hMtlc.t. thlt It the duth of the above dlcedlnt, you w.r. I Joint ownlr/blnlflcl.rv of this ,ccount.
If YOU fill thl. Infor'ltlon I. Incorr.ct, pl.... obtain written corrlctlon fro. the ,lnancl.1 Inltltutlon, .tt.ch . copy to thl. for.
~ r.turn It 10 the abov. addr.... Thl. .ccount I. t.~.bl. In .ccordance with the Inh.rltanc. T.IC l.w. of the Co..onw..lth of P.nn.vlvanl..
Qu..tlon. ..v bl an.w.r.d by calling tIll' '.i~6)tl.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0083217096 o.t. 08-13-84
E.t.bli.h.d
Account a.lane.
P.rc.nt Ta)(abla
A.ount Subjact to
Tax Rat.
Potential Tax Du.
To In.ur. prop.r cr.dlt to your 'ccount, two
(II cop I.. 01 thla notlcl .u.t acco~InV your
p.y..nt to t~ R.gl.'.r of Will.. "aka ch.ck
parable tOI '"R.ghter 0' WUII, Agent...
PART
[!]
l,B94.77
50,000
947,39
,06
56,84
TAXPAYER RESPONSE
FAILURI! TO RI!SPOND IIILL RESULT> IN AN OFFICIAL TAX ASSI!SSHENT BAS liD ON THIS NOTlCI!
x
T..
HOTEl If talC PIV'''''' ar. lede within three
eSI ItOtItha of the dlc.d.nt.. d.t. 0' d..th,
you ..v d.duct . SlC discount of t~ till due.
AnV InherHanel t.. dull will b.co.. d.Unquant
nine (91 .anthl I"" the dtt. of de.th.
x
[CHECK ]
ONE
BLOCK
ONLY
A. R7f T~ above Inlor..Uon and t.. due II correct.
~ 1. You ..v chao.. to na1t p.y..nt to thtl A.gllter 01 Wllh with two copl.. 0' this notlu to obt.ln
. dl.count or avoid Int.r..t, or YOU a.v ch.ck bOll "A" end r.turn thla notlc. to the R.gl.t.r 0'
Will. and en ol'lcl.1 a.......nt will be 1..u~ bv the PA O.p.rtaent 0' R.v.nue.
I. c:J Th. above ....t h.. be.o or will b. r.port.d and taw paid with the Plnn.vlvanl. Inhlrltance ,.. r.turn
to be 'II.d bV the d.c.dent'. r.pr..entltlv..
C. 0 Th. above Inlor..Uon I~ncorrect and/D~.bt. and deduction. war. paid bv you.
You .u.t co.pl.t. PART l!J end/or PART l!..J b.low,
PART
~
TAX RETURN. COHPUTATIDN OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1, o.t. Eat.b1Iah.d 1
2. Account aalanc. 2
3. P.~c.nt Taxabla 3 ~
4. Allount Subj.ct to Ta)( 4.
5. D.bt. and Deduction. S
6. Aaount Taxabl. 6
7. TaM R.t. 7 ~
8. Tax Du. a
If you indic.t. a diff.r.nt tax rata, pl.... .t.t. your
r.lation.hip to decad.nt.
OFFICIAL USE ONLY 0 AAF
PA DEPART HE NT OF REVENUE
PART
[!]
DATE
PAD
1
2
3
4
-:::,:,5
",,6
7
8
CLAIMED
DEBTS AND DEDUCTIONS
PAID
J
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL (Ent.r on Lln. 5 of Tax Co~tatlon) .
r Under pan.ltl.e of p.rJury, I declara that the facta I hlY. report.d above era tru., correct and
C;~~let. to t~. ~..t of IlY,knowledge and beUaf. HOME (7/7 ) /..,' ;/_/ ,\~) 7
TA~:~;{~'\l~~~;df./. ~';' / W~:~EP~ONE N~MBER
.;.,-., .-.....'..... . -
,
-------------------------------------------------
"'-'" -'~" r.'-;- ,,,-,-,
~. .' ~"--:'-, .~'-i: -' ,.-'. ,.: l. '--:,
li~o.AA,:O~21 ~3 ' COMMOND~~~~~T~: R~:~:YLVANIA
!~I~''''..I....' ' 'OFFICIAUECEIPT . PENNSYLVANIA INHERITANCE AND ESTATE TAX'
.
RECEIVED FROM:
i
ACN
ASSESSMENT I!'
CONTROL ~
NUMBER
AMOUNT
MARY J LEIBFRIED
409 PAWNEE DR
9:114208S
.:14,00
MECHANICSBURG. PA
170:5:5
- 'OlD HUt
'OtDHU'
ESTATE INfORMATION,
1:'1 fl E NUMBER
5i el-199:5-0714
1:'1 NAME Of DECEDENT (LAST)
iii SWEGER ANNA M
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
SSN 184-12-4116
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
REMARKS
MARY J LEIBFRIED
m TOTAL AMOUNT PAID
.:54.00
SK
Replacing Receipt << 082127
REGISTER OF WILLS
'))1 (, ,-I '
RECEIVED BY // I.('u.~ . .~C"V-"./ , ,,/
(j $IONAlUR, ~ r" ,
MARY C, LEWIS /.: " ~'I~; ~
REGISTER OF WILLS ;)/11',1
(I
SEAL CHECKII 3412
. -. -::ro-' ~,
.
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REY.1548 EX AFP (12.94*
CO""OHWEAUH OF PENGYLVAHIA
DEPARTHEHT OF REVENUE
IURUU OF INDIVIDUAL TAXEI
DE:PT. rl060 I
HARRISIURG, PA 11121-0601
(~
NOTICE OF INHERITANCE TAX
APPRAIB~~TL ALLDNANCE DR DIBALLDNANCE
OF DEDUCTION" to ANa ABBEBBHEIfT OF TAX ON
JOIIfTLY "ELO OR TRUBT ABBETB
DATE 12-11-95
ESTATE OF SWEGER
ANNA
M DATE OF DEATH 06-25-95
CUMBERLAND
FILE NO. 21 95-0714
S.S/D.C. NO, 184-12-4116
MARY J LEIBFRIED
409 PAWNEE DR
MECHANICSBURG PA 17055
COUNTY
ACN
95142083
REMIT PAYHENT TOI
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.otmt R..tttlld
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:is4-i-EX..AFji-Ci2r:94)..--.------------.-------.--------------------------------------.--.-............---
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-11-95
ESTATE OF SWEGER
ANNA
M DATE OF DEATH 06-25-95
COUNTY CUMBERLAND
S,S/D.C, NO. 184-12-4116
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORHATION
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BNK & TRUST CD ACCOUNT NO.
FILE NO. 21 95- 0714
TAX RETURN WAS,
ACN
95142083
0083217096
TYPE OF ACCOUNT. () SAYINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 08-13-84
Account Be1ence
Percent Texeb1e X
Amount Subject to Tex
Debt. end Deductions
Tsxable Amount
Tex Rete X
Tex Due
1,894,77
0,500
947,39
,00
947.39
,06
56,84
TAX CREDITS:
PAYMENT
DATE
09-11-95
RECEIPT
NUMBER
AA082183
DISCOUNT (+)
INTEREST (-)
2.84
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPEH 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
54.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAlO AfTER THIS DATEr,.SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST, .
I IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REfUND,
SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS, I
56,84
.00
.00
,00
~:; ( I
1..1
PIJIPOSE OF
HaTlCEI To fulfill U. r...lr....h of Section 214D of U. IntMrlttnc. and E.t.ta hx Act, Act ZZ of 1"1. (" P.I.
Section 1140).
PAYHEHTI o.tKh tM top portion of thl. Notlc. MIl .utMllt with wour P.WMnt to tM R..ht.r of NUh prlnt.d on the
r.v.r.. .1_.
n ..... check or IIOMY orar p.v.,l. tOI RUllTER OF NULl, ACENT.
All paYNnt. nc.lv" ""11 flnt be 1IPP1J.. '0 MV Intlr..t which .av be ctu., with MW r..alr".r IppUad '0 the talC.
REfUND CCRh A refund of . hlC cr.dlt, which .... not nqullltlKl on the '.IC re.urn, .av be r..,....d by CHPI.tlng M "application
for R.flM"d of PtIM'WlvMI. Inherltanca and Estat. Tax" CREV-ISIS). APPUc.tlon. ar. ltVallabl. .t the Office of
tM Ra,l.t.r of Will., MV of the ZS R.v.nue DI.trlct Offlc.. or bv calling the .pecl.1 Z4-hour M....rlng ..rvlc.
nu.bar. for for.. or_rlngl In Pann.vlv.nla 1-.D'-J6Z-ZDSD, out.l_ Pann.wly~la and within local
Harrisburg .r.. (717) 7.7-.094, TDD. (717) 71Z-ZZ5Z CH..rlng 1.,.lrad Onlv'.
OIJECTIONS, Anw p.rtv In Int.r..t not ..tl.fl" with the Ippral..-.nt. allowanc. or dl..llowanc. of aductlon. or ......eant
of t.x (InclUding dl.count or Int.r..t) .. ahowq on thl. Hotlc. .av ObJact ..Jthln .Ixtv C6D) d.v. 0' r.c.lpt of
th" Notlc. bVI
--written prot..t to tM PA Dep.rt.ent of R.venue. lo.rd of ApP..... D~.. ZIIUI. Harrisburg, Pi 1712.-1021. OR
".Iactlna to have tM .att.r chIhr.lnacs .t the audit of .he account of the per'DnIII repr..antatlv.. OR
.-.".a. to the Orph.n.' Court
ADtUN-
ISTRATlYE
CORRECTlONSr
Fac'u.1 .rror. dl.coy.red on thl. .......ant .hould b. addr...ed In writing tOI p, D~ar'-.nt of R.venue.
lur... of Individual Tax.., ATTNI Po.t A.....Mn. R.yl... Unit. DEPT. 2.0601, Uarrltburll, PA 1112."0601
PhoM ClI7) 7I,,,nOS. S.. pa,a S of the booklat ''In,'ructlon. for InharltllnC. Tax Raturn for a Ruldent
D.c.d.,..t.. (R[V-ISDU for an .kPI.....Uon of adalnhtntlvah corr.ctabl. arrorl.
DlSCot.IfTI
If MV t.x due It P.ld within thr.a (S) c.landar aonth. .n.r the dacadent.. d..th. a flv. ,.rcent (SiC)
dl.eount of the tax paid I. .llowad.
INTERESTI
Intara.t I. charglKl beginning ..Ith flr.t day of chI1lnquencv, or nine (,) ~th. and ana (I) d.v
frDII the data of death. to the dat. of pay..nt. T.... .....Ich bee.. allnquant before J~rw I, nil
baar Int.r..t at the rata of .IK (6~) p.rcant par ~ ealcul.t'd at . d.llv r.t. of .000164.
All talCa. which bae... alJnquant on or .ftar Januarv 1. nlz ..111 baar In..r..t at a rat. which will varv fr.
caJ~ar vaar to calendar w..r with 'hat rat. announcad bW the PA Dap.rt-.nt of Ravenue. The .,pllcabl.
Int.r..t r.t.. for 1'.2 through I"S .r.1
~ tnt.r..t Rata Dallv tnt.r..t F8ctO"
Iur
Int.r..t Rllta
DlIllv tnt.r.d Feetol"'
1912
191J
"..
1915
1916
--Int.r..t
zox .000541
16% .OODUI
11% .DDUOl
n:c .DDDSS6
10)&: .DOOU"
II calculated a. followlI
1917
1'61"'1"1
199Z
1995"'199_
I'"
'X
IlX
'X
7X
'X
.000247
.aDDS.I
.000247
.Daol9Z
.000247
INTEREST a BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUEIIT X DAILY INTEREST FACTOR
.-Anw Notlca I..ued af'.r the t'M bacoaal delinquent ..III raflect an Int.r..t c.lculatlon to ,Ift.an CIS) day.
beyond the d.'. of the ........"t. If payqn' I. aada .fhr the In'ara" c~tatlon data .hown on the
Hotlca, additional Inta,..t su.t ba calculatad.