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COMMONWEAl'H OF PENNSYLVANIA
DEPAR'HlH' OF REV[NUE
IURlAU OF INDIVIDUAL 'AXES
DEPl. Z80601
IlARRISIURG. PA I1IZ8.0601
-
/6'-:' j-.f- oS -
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
'--
FILE
ACN
DATE
NO. 21 - 9 :t. ? "'- 8
95146099
09-21-95
I('-Ihlll '" "-Ill
EST. OF RUTH E SMITH
S.S. NO. 171-28-3376
DATE OF DEATH OB-01-95
COUNTY CUMBERLAND
TVPE OF ACCOUNT
o SAVINGS
!Xl CHECKING
o TRUST
o CERTIF.
ALBERTA R
203 RIDGE
CARLISLE
SOUDER
RD
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
PA 17013
FINANCIAL TRUST COHPAN ha. pravlded tha Depart.ant with the Inforaatlon listed balow which hu b.en und In calculating the
patantlal ta. due. 'heir racord. Indlcata that at the d.ath of the abava dacedant, you wera a joint awner/baneflclary of thl. account.
If you fael thl. Inlar.atlan I. Incorrect. pleale obtain wrltt.n correction fro. the 'lnanclal In.tltutlon, attach a copy ta this lor.
and return It to the above eddr.... Thl. eccount I. ta.able In accordanc. with the Inharltance Te. law. of tha Ca..onwaalth of P.nnlylvan)a.
OUe.t.an. .ey b. an.w.re~ bY cdlllng (111) lal-elZ1.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 493996 Date 12-01-72
eat.bUahad
Account aa1ane.
Parcant Ta)(abl.
Anount Subjact to
TaK Rat.
Pot.ntia1 TaK Du.
'a In lure prop.r cradlt to your account, twa
(2) copl.. of this notice .Ult accoapany your
ply.ant to tha Raglst.r of will.. Make check
payabla tOI "Ragletar of Will., Agent".
PART
m
820.78
50.000
410 . 39
.06
24.62
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON TMIS
NOTICE
x
NOTEI If tax pay.ant. ara aade within thra.
eS) .onthe af the dacadent'. data 0' da.th.
you .ay deduct a S~ dllcount of the ta. due.
Any Inheritance tax due will beco.e dellnqu.nt
nine ('J .onth. eft.r the dete of death.
Ta.
~ X
ij .;'{3. ,'.1'1
[CHECK ]
ONE
BLOCK
ONLY
.... ~ The above Infor.etlon and ta. due I. correct.
1. You .ay chaos. to r.alt pay.ent ta the Regllter of Will. with two cop I.. of thl. notlc. to obtain
a discount or .vold Int.ra.t, or you .ay check box "A" and return thl. notlc. ta the Regl.ter 0'
Will. and an offlcl.l a..e...ant will be I.suad by the PA Oepart.ent of Ravenue.
B. [:] 'ha above a..at hal been or will be report.d and ta. paid with the P.nn.Ylvanla Inh.rltance ,.. return
to b. filed by the dac.dant'. rapt...ntatlv..
C. r=J The abav. Infor.atlon I~ncotr.ct and/or dabt. and d.ductlons w.te paid by you.
You aust co_pl.ta PART l!J end/or PART ~ balow.
If you indicat. a diff.rent taK rat., pl.... .tat. your
rel.tion.hip to d.ced.ntl
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX RETURN . COMPUTATION
LINE 1. D.ta E.t~bl1~h.d
2. Account Sal.nce
3. Parcant Taxable
4. A~ount Subj.ct to TaK
5. Dabt. and Daduetionl
6. Anount TaKabl.
7. Tax Rate
8. Tax Due
TAX ON JOINT/TRUST ACCOUNTS
OF
I
2
3 X
4
5
6
7
e
PAD
1
2
3
4
5
6
7
8
CLAIMED
.
PART
~
DATE
DEBTS AND DEDUCTIONS
PAYEE
DESCRIPTION
AMOUNT PAID
PAID
I
I
I
I
.
TOTAL IEntar on Lin. 5 of Tax Conput.tion)
I
carr c ~nd
'/LI
/ ~ _, -q I)
AT
-'Ol.DH'1I
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-------7"'--....;..--.- ---------- -----------____...0.-
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J_:l'~--'-<-I.,'---:",,";ri:-~:,.;i\;<,:.,-',' :-,,/__, , '
'l"'...".."..:,:.A:...."'A' ~.,uO.'"..8i.:2'."2:..0..'2.. .................C 0 MMONWEAJ;:r. H OF PENNSYLVANIA
NO.. ,"," .'.... .. . .
...u.....,'". ......,. ..' DEPARTMINTOF REVENUI .
f;~l(~:'I.~.t ";','.y.. OfFICIAL RECEIPT . PENNSYLVANIA INHERITANCE AND ESTATE TAX.
".
RECEIVED FROM:
FJ
ACN
ASSESSMENT P:'
CONTROL I:iI
NUMBER
AMOUNT
",.V'
ALBERTA R SOUDER
9~146099
.23.39
203 RIDGE ROAD
CARLISLE, PA 17013
'O(OHfll
ESTATE INFORMATION,
~ FILE NUMBER
~ , e1-199~-07E!e
EI NAME OF DECEDENT (LASTI
II DATE OF PAYMENT
EJ POSTMAR E'
COUNTY
SSN 171-eS-3376
(FIRST) (Mil
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAtD 'Ji!3...3'1
CW
RECEIVED BY mA1CNi~.J~/;Jke/
MARY C. LEWIS ";l?~/)/l(h:-1
REGISTER OF WILLS .4,;J..1(:1 .
ALBERT R SOUDER
SEAL
CHECK" 4~41
REGISTER OF WILLS
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REV-1548 EX AFP (12-95*
COtWtOHWEAUH Of PEtffSYLIJAHIA
IJ[PARlttENT OF REYENIJ(
IUREAU OF INDIVIDUAL ,a.[.
DO'. raOlDl
twnIIIIURO, Pi 17.,1.0601
NOTICE OF INNERITANCE TAX
APPRAISE"ENT. ALLOMANCE OR DISALLOMANCE
OF DEDUCTION. t. AND ASSEBS"ENT OF TAX ON
JOINTLY nELD DR TRUST ASSETS
DATE 01-02-96
ESTATE OF SMITH
E DATE OF DEATH OB-01-95
CUMBERLAND
COUNTY
RUTH
FILE NO. 21 95-072B
S.S/D.C. NO. 171-2B-3376
95146099
ACN
ALBERTA R SOUDER
203 RIDGE RD
CARLISLE PA 17013
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
Auunt R..Ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rirv:isiri-iiC-AFii-iiif:9Sj------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 01-02-96
ESTATE OF SMITH
RUTH
E DATE OF DEATH OB-01-95
COUNTY CUMBERLAND
FILE NO. 21 95-072B
TAX RETURN WAS.
S.S/D.C. NO. 171-28-3376
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95146099
FINANCIAL INSTITUTION. FINANCIAL TRUST COMPANY
ACCOUNT NO.
493996
TYPE OF ACCOUNT, () SAVINGS (Xl CHECKING I ) TRUST I ) TIME CERTIFICATE
DATE ESTABLISHED 12-01-72
Accaunt BDhncD
PDrcent TDxDblD X
Amaunt Subject to Tux
Debts snd Deductions
TDxuble Amaunt
TDX Rete X--
TDx Due
820.7B
0.500
410.39
.00
410.39
.06
24.62
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT. If
TAX CREDITS:
PAYMENT
DATE
10-02-95
RECEIPT
NUMBER
AAOB2202
DISCOUNT 1+)
INTEREST (-)
1.23
AMOUNT PAID
23.39
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONA INTEREST..
IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREon" I CRI, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTION.. I
..-- ~-. -T'~'--- --~ ---. ..___~.__,._~_.___ __
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24.62
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NOJJCE. To fulfill the requlreHnta of Section tUO of tM InherUMCa end E.tat. Ta. Act, Aot " of 1991. C72 P.I.
Section 1140).
PAYMENT 1
Detach the top portion of this Notlc. and subelt .,lth vour PI~Mnt to the Regl.t.r of Wllh prlntMl on the
rav.,.a .Ide.
u Maka check or ItOnIIV order p.yllbl. tOI REGIITER Of' WULI, .c[HT.
.11 p.YltM'tta "ec.lved .hlll flr.t be appllMl to any Int.r..t which ..y be due, with MY r...lnder appllMl ta the ta..
RE~D CCRh . r.fund of at.. criadlt, which .... not reque.ted on the; tllJl return, ..y b. r~..t.d by co.,l.tI", an -Appllc.tlon
for Rafund of P~'YI"Mla Inhe"ltMC. and E.tlt, T'M- CREY-15IS). Appllc.tlon. Ir. a"llllIbl. .t the Dfflc. of
the R.gI.t.r of WIll., any of the lS A.venue DI.trlct Dfflc.. or by c'lllng the; .p.cl.1 2'.hour an....rlng ..rvlca
nuaber. for far.. ordering, In Penn.~l"anl. 1-100-562-2050, out.lde Penn.~lvanl. end within loc.l
H.rrl.burg ar.a (717) 717-a094, TOO. (717) 772-2Z52 CHearlng 1~lrad Only).
OBJECTIONS. Anv p.rtv In Int.r..t not ..tl.fliad ..Ith ~ appr.l...-nt, Illowanc. or dl'lllowanc. of deduction. or ......sent
of t.M ClnclUdlng dl.count or Int."..t) .. .hown on thl. Notlc. '.V Object within .IMty (60J d.v_ of recllpt of
this Notice bv.
--wrlttan prot..t to the P. o.plrtaent of R.venue, 10lrd of Appell., Dept. Zlla,l, H.rrl.burg, PA 171'1.10'1, OR
"-.Iutlng to h.v. tM ..tt.r dat.r.lned .t the audit of tM account of the ptlnon.1 r.pr..ent.tlv., OR
"-app..1 to the Orphan.' Court
.DttlH-
IITR.nY!
CORRECTIONS.
factu.l .rror. dl.cav.r.d on thl. .I.....ent .hould b. addr....d In ..rltlng ta, P. n.p.rtsent of R.venue,
lur..u of Individual T'M.', .TTH. Po.t .I....-.nt A.vl... unit, DEPT. 210601, Harrl.burg, P. 171'1.0601
Phone (717) 717-6505. S.. pag. J of the bookl.t -In.tructlon. 'or Inherlt~. raM R.turn 'or. Aalldent
D.c.dlnt- (REY-1S01) for an .MPI.".tlon of ~1"I.tr.tl".IY corr.ctabl. .rror..
DIICOWT.
I' an~ tl. due I. p.ld within thr.. CS) c.llndar eonth. .,t.r the d.c.dent.. d..th, a 'Iv. p.rcant cst)
dlacount 0' the t.M p.ld 1. .1 lowed.
IHTERfST 1
Int.r..t I, charg.d b.glnnlng with 'Ir.t dav 0' dellnquencv, or nine (,) .unth. and one (lJ d.v
'rOl the d.t, of de.th, to the date of p.v-ant. Ta... which bac... d.llnquent bafor. J~.ry I, 19.Z
be.r Int.r..t at the rlt. of .1. (6X) p.rcant per ~ calculatad at a dallv rata 0' .000164.
.11 t.... which bee... delinquent on ar a,t.r J~arv I, 1'8' .,111 baar Int.r..t .t a rat. which will vary 'ru.
calendar y..r to calendlr ya.r ..lth thllt ret. lIrnOUnCad by thl PA Dep.rt.....t of A.v.... 'hi appllcabl.
Int.r..t rat.. 'ar 198' through 1996 .r..
IIIr Intar..t R.t. DIllv Int.t..t F.etar IIIr Int.r..t R.t. D.llv Inhr." Feetar
nil 20X .DDOS4I 1987 'X .DODZ47
19n 16X .DoOU8 1"8-1991 IIX .aoosal
1914 IIX .DOnOl 199. 'X .00DZ..J
1915 UX .000SH 1995.I'94 1X .000192
198' lOX .DOn74 1995-1996 'X .DDaZ47
--Int.,...t I. c.lcul.tad .. 'ollowlI
INTEREST . BALANCE OF TAX UNPAID X HU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAnv HoUca I..uad aU.r the t.. becOlMl. d.lInquent wlll nfl.ct an In"r..t c.lculatlon to 'lft.an US) d.v.
beyond the dati of tM ......aent. If payaent II Nde aU.r tM Int.r..t caput. lion date shown on the
Notlc., additional Int.r..t au.t be c.lcul.tad.