HomeMy WebLinkAbout95-00755
1)E'fI'rlON "'OI~ (j1~ANT 0... LETTm~S 01<' AnMINISTI~ATION
lislal,' of _Mary_D.__Diehl__...______.
a/m k,,,, ,,'/1 a.I'
No.
To:
r-2L-::..5. 5 -75.5'
_ /)('(.'('(1.\('(1.
~egl'ler of Will> for Ihe
t'OIl1l1Y of _Cumberland__ In Ihe
COmllHl11Wellhh of I'ellll,yl\'lllllll
Soda/ Se"/IT/IY No. 168=26::5!i63
The petlllun of Ihe nndersigned respe~lfull)' repr~s~nls Ihlll:
Your pelllluner(s), who Is/ure 18 )'~lIr' uf lIg~ or older, lIPlll.ies___ for lelleT' of lIdmlnlmallon
on Ihe eslale of
(lI.b.II.; ptndclIlt lilt; dUlul1lc nh~tnljn: dUflllllc l1Iilllllilllll')
Ihe ahove decedent.
Decendel1l WlIS domIciled U1 delllh In --.l;!,!I!~lIl.Qd_ Connly. Pennsylvania, wllh
h er IlIsI fllmlly or prlnelp"1 resld~n~e 1I1 _2!ilLNeWYilhL.Rlllld ,-.Shippensburg, Southampton
OJ,1 \(fCC,"', Jlumhel 11II1IIIlUnldl'alil)'} Township
De~endenl. Ihen -63 yellrs of age, died_May-21. ,19 q~
at ----Chambersbur._Eennsy.lvani A
Decendenllll dealh owned propcrlY wl1h ~slimllled vlIlues as folllows:
(If domlellcdln I'll.) All personal properlY
(If nOI domIciled In I'a.) I'ersonlll properl)' In l'eulI>ylvlInill
(If not domlelledln I'a,) I'ersonlll prop~r1Y In Counly
Value of Teal eslale In I'ennsylvllnill
shualed as follows: fIIoIJP
S.1ll.,DOO /)()
$
$
$
Pelllioner_ after 1I proper search hlls_ ascerllllnedtlull dceedcnlleft no will and \Vas survived by
the following spouse (If any) and heirs:
Name
Glenn A, Diehl, Sr.
~ehlllonshlp
Speus!>
~esldence
_24B...Newvillp RnAri, ShipP"nsburg, PA
17?~7
_:!L.Z.' ..j.32.~7J>Y
THEREFORE, pelilloner(s) re'p~etfully rcque~l(s) Ihe grunl of lellers of lIdmlnlSlrallon in Ihe
approprlale form 10 Ihe ulldcrslgued.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERlAND
} 55
11
I
" U.;I 10 r;'():13
The pelltloner(s) above,named swear(s) or afOrm(s) that the GiL
statemenlS In the fOTegolns petition are true and correct to the best Cun.. .
of the knowlcdse and belief of petltloneT(s) and that as pcTsonal
TepTesentatlvc(s) of the above decedent petltloner(s) wl1l well and
truly administer the estate accoTdlng to law. . 1/ /J ,
Sworn to or afOTmcd and subscTlbcd . ~...........'/' 9 ,,1.-/ ~,
before me this 10TH day of .
TO R I 95
.il
I'A
j
lJ...
Register L
N 21 - 95 -755
o.
Estate of
Ma~v D. Diehl
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW OCTOBER 12. 1995 19~,ln cansldeTatlon of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Glenn D. Diehl. Sr. ,
Is/arc entltleclto LetteTs of Administration, and In accord with such finding, Letters of Administration
aTe hereby gTantedto Glenn A. Diehl r Sr'r
In the estate of Mary D. D!"hl
FEES
Letters of Administration ..... S
Short Certlficates(1 ) . . . . . . . . .. $
Renunciation ,.........,..... $
JCP $ 5.00
TOTAL _ $ 5B.00
Flied ..Q~:r.Q~~~..1 4...... A,D. 19.2L-
50.00
3.00
H. Anthnny Arlam~1 F.~qllirp
AlTORNEY (Sup. Ct. I.D. No.) 25502
l?R F.. King S~rl>l>~, ~hiWl>n~hllrg, PA 17257
ADDRESS
(17)-532-3270
PHONE
Mailed letters and order to attorney on 10-12-95.
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21 - 95 -755
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REV-1543'E( AFP (7-951*
COHHOHWEAl TII or Pt:fIHSYLVAHIA
DEPAAIH[Nr OF R[VEHU[
IURfAb Of lHDIYIOOAl TAIIEI
O(pr. IID60l
IwtRSSlUAG, PI. 17UlaD6Dl
CLARENCE H FORRESTER
248 NEWVILLE
SHIPPENS8URG PA 17257
ND. 21 -~I S - 'IS:';
95140066
08-15-95
TYPE OF ACCDUNT
~ SAVINOS
CHECKINO
TRUST
CERTIFICATE
REMIT PAYMENT AND FORMS TO.
REGISTER OF WILLS
CUMBERLAND CD CDURT HOUSE
CARLISLE, PA 17013
%NFORMAT%ON NOT%CE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ESTATE OF MARY 0 DIEHL
5,5, NO, 168-26-5463
DATE OF DEATH 05-27-95
CDUNTY CUMBERLAND
HELLON BAHt( HA h.. provldld thl O.put..nt with the In'at"UDI1 lI.t.d below Which h.. b..n u..d In ulcullt1ng thl
potent II. 'IX ~. 'heir r.carda Indlel" thlt .t thl d..th 0' thl .boVI dlc.dent, you wet. I Joint owner/b~flcl.ry of thl. lecount.
If YOU '..1 thlt Infor..t1on It Incatr.ct, P..... Dbl.ln ..rIUM corneUon 'rOIl the UnMeI.. Institution, .ttKh . copy to thlt 'or.
.nd r.turn It to the above .ddr.... Thl, ICCount 1. t.~lbl. In Iccordancl with thl rnherltencl ,.. l~. of the C~.lth 0' P~.ylv~I..
I:_.U....II _, ~. ....'..01(-: lo, ....all... e7l7) 7:;- ~:U:T.
COMPLETE PART 1 BELOW .
Acco...t No. 355-10528B
FILING AND PAYMENT INSTRUCTIONS
. . SEE REVERSE SIDE FDR
D.t. 10-20-94
E.t.blhh.d
To In.ur. prop.r cradlt to your account, two
eZ) cop I.. 0' thl. notlc. au.t accoap~y your
p.y.~t to the R.gl.ta~ 0' Will., "aka chack
payllbla tal "'Raghhr 0' WUII, Agent",
Account a.1....a. 20.729.33
P.rc...t T.....1. X 50.000
A-..t SubJ.at to T.. 10,364,67
TOM R.te X .15
Potent hi TOM Du. 1,554,70
PART TAXPAYER RESPONSE
rn I I'AXLURIVTO RI8POHDllILL. RESUL TIN AN OFFICIAL TAX ASSESSNENT DASIlD ON THIS NOTICE I
A. t8J Th. abova In'or.allon Mld tax due II correct,
1. You .ay choa.a to ra.1t paYMnt to the Aqhtar 0' Willi with two copla. 0' thh notice to obtain
a dl.count or avoid Int.ra.t, or YOU ..y c~k bo. "A" end r.turn thl, notlca to thl Aagl.tar 0'
Will. and an o"lcl~1 .......-nt will be 1..ued by the PA Dep.rtaent of Aavenut.
NOTE I I' ta. payaent. .ra aade within thra.
eS) aonth. of the dacadent'. det. of d..th,
YOU ..y daduct a 5X dl.count 0' the t.. du..
Any IriMrltanc. t.. due will becOH delinquent
nine (9) ItOnth. aftar the data of death.
[CHECK ]
DNE
BLOCK
ONLY
B, c:J 'ha above ....t ha. blan or will be raport~ and ta. p.ld with t~ Penn.ylv~la Inherltanca 'a. raturn
to ba fllad by the dacadent'. rapra.antatlv.,
c, c:J 'lM -.boy. Infor..tlon l,.;.ncorrKt Dnd/o~abt. and deduction. ...r. paid by you.
You .u.t coapt at. PAR' L!J andIo~ PART L!J balow,
If YDU indicat. . diff.r.nt t.x r.t., pl.... .t.t. YDur
rel.tionship to deced.nt.
PART
~
TAY. !!I!T')!!N - ~"NDIITATTON
LINE 1, D.t. E.t.b1t.h.d
2. Account B.lance
3, Percant T.xable
4. AMount Subjact to Tax
S. Debt. and Deduotion.
6. A.ount Taxabl.
7. T.x R.t.
a. Tax Du.
OFFICIAL USE. ONLY 0 AAFi
PA DEPARTHENT OF REVENUE .
TAY. (1~ .1"!~T'T~I'9T ,,,.rr"ttN'!'9
n.n
......
.:. . . . ,
, .,' . - . "-' .
--..-.---'
i
OF
1
2
5 X
4
5
6
7 X
8
1
2
3
4
5
6
7
8
CLAIMED
PART
l!l
DATE
DEBTS AND DEDUCTIDNS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnt.r on Line 5 of TaM COMPut.tion)
I
.
hay. reported abOY. are tru., correot
/7 '-'J. /'-"/
HOME (7 ' ) '7") -~7.. .>..J
WORK ( )
end
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D E
..-..,-'.. ~
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHEHT with ...,.lIcabh Inhr... build on Infer..Uon
lubIIltttld by the flNlnCIla. InlUtutlon.
2. Inherlt~. t.. ~~. dallnquent nine eonthl I't.,. the decedent', data of d..th.
3. A Joint ICCount I, tawabl, .v~ though the dlcadent', n... .... ~ .1 . ..It.,. of conv.nJ~..
4. AccDIA'lh (InclUding tho,. held b,t...en hulbW1d Md ..U.) which the dec~t put In Joint n.... w!thln on. ~"r prior to
d..th .r. fully taxable .1 t,.~.f'r..
5. Account. .,tabllahed JoIntly between husband ~ wi'. ~r. t~ one Y"" prIor to d..th .r. not tlxable.
6. Account. held bv . decedent -In trult for. another or other. 'r. taxable full,.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK A - If the In'or..Uon end co~htlon In the notice .t. correct end deductions .r. not baing clalaed, p'leca ." ")Coo
In block "'.... of Part 1 0' the ~,xP'v'r R..pon.... ,"tlon. SIgn two copl.. end .ubltlt th.. with your check for tM 8RWIt 0'
taM to the Aeght.r 0' NUh 0' the COWltv' Indlutlld. ThII PA Dep.rt""t 0' R.v.,.,. ..111 luu. an offlol.1 ........,.t
(for. REY"1541 EX) upon rac.lpt 0' tha raturn 'rCHI tM Aeght.r of NUll.
z. .LOCK a .. I' the ....t .p.ol,11Id on thl. notlc. ha. b.en or ..Ill be r.ported and t.M paid ..Ith the Ptnn.ylvanla Inharlt~a
r.M Return 'lIed by the decadent'. r~r..ent.tlve, place en ~ In block -1- 0' P.rt I 0' the -r.xP.~'r Ae~te- ..ctlon. SIgn one
copy end return to the PA Dep.rt-.nt of Rev~, lura.u 0' Indlvldu.1 rIX.', Dapt 2'0601, H.rrltburg, PA 1712'.0601 In the
envelope provided.
5. IlDCX C - I' the notIce Infor..tlon I. Incorr.ct ~/or d~tlon. .re baln, clalaed, check block -C- and c~late Part. Z and 5
I'o':cordlng to the In.tructlon. beloll. Sign two copl.. end l"b.St tha. Idth your t:heck for the e.wrlt of teM peyable to ttM R...hter
of Will. of ttM county Indlc.ted. rtM PA Depart.ent of R.v~ 11111 I..us an offlcl.1 .....~t (Fora RfV.I~~. EX) upon r.c.tpt
0' the raturn fro. the Raghter of NUll.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Enter the d.t. the eccount orllll~11Y .... alt8bll~ or titled In the sanner aMI.tlng It d.tl of da.th.
HOTE, for a decadent d~lng .ft.r 1211l/"r Account. whIch tM decedant put In Joint n.... ..I thin ona (1) Y'lr of death .r.
taMlbl. fullY.. tran.f.r.. However, there II an .xclu.lon not to Ixce.d .S,OOO par trBn.flrae ragardla.. 0' the value cf
the ItCcount or ttM nuatMr of eccOWlh tMld.
If . doubla e.t.rl.k CMM) appe.r. before Your flr.t na.a In the addr... portIon of thl. notlc., ttM 'S,OOO aMolu.lon
.Iraady h.. been daducted fro. the account balanca a. rapartlld by ttM financial In.tltutlott.J' !
r. Entar the total balanca of thl accOWlt InclUding Inter..t KCn.d to the ~te 0' claath.
S. The p.rcent of thl account that I. tlMab1. for .ach .urvlvor I. det.ralned .. folloll.r
A. The p.runt tnabla far JoInt ....t. ..tabl1lhad ItOr. than one ya.r prIor to the decadant'. d..thr
I DIVIDED IY TDTAl NUMBER OF
JOINT OWNERS
Ex..la, A JoInt ....t r.gllt.rad
DIVIDED IY TOTAL JrU(lER OF X laD _ PERCENT TAXAllE
SUtvIYIHl1 .JOINT (M€RS
In the n.. of the cMclldent end two ather per.ont.
1
I DIVIDED BY S (.JOINT DVNERS) DIVIDED IY Z (SUfYIYORs) - .167 X 100 _ 16.n CTAXAllE FOR EACH SlINIVOR)
I. The p.runt thabl. for auatt cr..ted withIn ana Y.lr of tM dacadant.. death or accountt owned by the decadent but held
In truat for another IndlvldualCI) (tru.t baneflclerl.')1 . .
I DIVIDED IY TOTAL hUllER OF SURVIVIHQ JOINT X 100 . PEAcEHT TAXAlllE
OWNERs OR TRUST BENEFICIARIES
Exaapl., Joint .ccount r.glater.d In thl na.. of thl decadent and two other p.r.onl and ..tabll.had within ana ytar of de.th by
the dacadent.
I DIVIDED BY Z CSURVIVORS) - .50 X 100 - 5o:c (TAXABLE FDA EAat SURVlVOA)
4. The ~t .ubJact to t'M (lIne 4) II deter.ln.d by .ultlplYlng the account b.lanc. Clln. Z) by the p.rcent taMabl. ClIne S).
5. Ent.r the total of the dabtt and deduotlonl lhted In P.rt S.
6. 1M ~t "'11"1. titn. a, h u.u....I"...J '-t '~~I ,u.U.... ~l... ".~h ...tJ ~d.lw.t.1wn. CUr.. ~, froc th~ f).0I.,"~ CtIbJ_t t,. ,,,,.. fll"_ 4'.
7. Ent.r the approprlat. t.M rate Cline 7J a. det.ralned b.low.
A. For d.t.. of d'lth occurring after 6/S0/94, the taM r.t.. for tran.fer. to .pou... art a. (ollow"
I. O.t.. of de.th on or .ft.r 7/1/94 and b.for. 1/1/9S the rat. 1. S:C.
Z. Oeta. of de.th on or .ft.r 1/1/95 tran.fer. to ,pou,., will be tlMad .t o:c taM r.ta.
Nota, For dlt.. of de.th prior to 7/1/94 tran.fer. to 'pou.a. .r. taMable It 6:C,
I. Tran.f.r. to lInaal cIa'cancl.,tt InclUding f.th.r, ether, .on, daughter, grandchildren, .on-In"law,
daughtar"ln-Iaw, .tepchlld and thalr I..us .r. tlMable at .IM percent (6X).
C. Tran.f.r. to all othar. InclUdInG brother, tl.tlr, uncI., aunt, nephew and nlac. ar. tIllable at flft..., percent (ISX).
D. If ~DU change the t.M rat., pI.... .peclfy your r.l.tlonshlp to the dec.dent In the Irea provided.
I. The a.ount of t.M due (line .) It det.ralned by .ultlplYlng the aaount t.Mabl. Cline 6) by the t8M rat. Cline 7),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIDNS CLAIMED
All~l. dabt. and deduction. ar. deter.lned .. follow"
A. You 118811y .ra r..pan_Ibl. for p.Y8Int, or the e.t.t. subject to ~Inl.tr.tlon by . par.onal repr.'antatlve i. In.ulflclant
to p.y the daduotlbl. It....
I. You actu.lly P.ld the dabt. aft.r de.th of the decedent ~ can furnIsh proof of plraant.
C. Dabtt baIng ciallld .,.t be It..bad fully In P.rt 3. If addItional tpltC. It naadad, u.. pl.ln PliPlr . 1/zoo M 11-. Proof of
paYHnt ..y be requa.tact by ttM PA o.p.r....t of Revanua.
I
.
I
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"".N;; ,.,.,.:'....i\t:IFiYOUNEED:FURTIIER INFORi'lATlON'OR ASSISTANCE; CONTACT' ANy.... .... ....
""':)<'/{><REGISTEROF.WILLS/ PA DEPARTMENT'. OF' REVENUE DISTRICT OFFICE{' ...:<:'"
"".>/"':'OR CALLTHE'JlUREAU.OF' INDIVIDUAL TAXES, TAXPAYER INQUIRY. UNIT.IN,":<,:):,..
i,,:.' ,i.HARIUSBURI1 AT.... (717 )787~8327. ..TDD' .... (717h772-2252 'C. (HEARING . IMPAIRED' ONL yr .
1,
.,
REV-1S43' EX AFP (7.95),*
COHHQNW(AlTH OF PCNNSVLVANIA
DEPARTHENT OF REVENUE
BUREAU ~ INDIVIDUAL TAXES
9EPT. za06Dl
HARRISBURG, PA 1712.-D6DI
ESTATE OF MARY D DIEHL
5.5. NO, 168-26-5463
DATE OF DEATH 05-27-95
COUNTY CUMBERLAND
NO. 21 - 'I r,-
95140097
08-15-95
TYPE OF ACCOUNT
~ SAVINGS
CHECKIHG
TRUST
CERTIFICATE
RENIT PAYNEHT AND FORNS TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
:) :J
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
CLARENCE FORRESTER
248 NEWVILLE
SHIPPENSBURG PA
17257
HELLON BAHK NA h.. provldad tha Dapart.ant ..Ith the Infor..Uon lI.tad balow ....Ich h.. b..n u.ad In calculatlna tha
potantlal tax due. Thalr racord. Indlcata that at tha daath 0' tha abova dacadtnt, you ..ar. a Joint ownar/benaflclary of thla account.
If you "al this Infor..t1un h Incorract, pl.... obtain ..rltten corractlon froa the financial In.tltutlon, attach a copy to thh fora
and raturn It to the above addrass. This account Is taxabla In accordanca with tha Inharltance ta. laws of tha Co..onwealth of Pannsylv~la.
lAMsUons ..y tla .".WIIna D>>, ceUlng 0111 ItJ,.LH/.
CDHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIDNS
Account Ho. 00067068 D.t. 12-22-94
Edoblhh.d
19,000,00
50.000
9.500.00
,15
1,425.00
TAXPAYER RESPONSE
!XJ:~%LURI!.?TO,!1IS~O"D."!l%LL'llESUL T%N....I\NO!'.!'%CIAL}TAX... ASSEll5HEH'1' BASI!D',. ON,'. TH%5....HOT%.CI..
AceoW'tt a.lane.
p.re.nt T.xul.
Aaount SubJ.at ta T..
TaM R.t.
Pot.ntl.1 TaM Cu.
PART
[!]
to In.ura propar cradlt to >>,our account, two
U) copl.. of thlt notlca .ust acco."."y your
Ply.ent to the Ragl.tar of Wills. Haka chack
p.>>,abla tOt "Raglatar of Willa, Agent".
x
NOTEt If t.. pay.ents ara .ada ..Ithln thrae
(5) .untha of the dacadant"' data of daath,
you ..y dedUct a 5~ dlacount of the tax dua.
An>>, Inheritance tax due will becOlla dallnquent
nl~ (,) .untha .ftar the d.ta of de.th,
x
A, l'VI the abova Infor..tlan and tlUC due h corraet.
~.. You .av choo.. to ra.lt payltMt to the Raglat.,. 01 Wilt. ..ith two copl.. of this not1c. to Dbt.ln
a dlacount or .vold Intar.at, or you .av chack box "A" and return thla not lea to the Regl.tar of
WIll. and an offlcl.l .....~t will be I.sued by the PA Depart.ant of Ravanue.
[CHECK ]
DNE
BLOCK
ONLY
a, 0 The abova a..at h.a baan or ..111 ba reported and tax paid ..Ith tha Pannaylvanla Jnhultanca Ta. raturn
to b. fllad bv the dacadant.. rapraaantatlva.
C. 0 the abova Inforutlon I~ncorrect and/o~abt. and d.ductlon. wara paid by you,
V~ .u.t coapl.ta PARt l!J and/or PARt L!J baloM.
OFFICIAL .USE.ONL V . OAAF l
PA DEPARTMENT OF.REVENUE 1
PART
@]
If you lndle.t. . diffarant t.M rat., pl.... atata your
r.l.tlon.hlp to dae.dantl
.n.." ....
..ntolo.
TAX nl:~n:n~~ ... c,=,~rUTAT:C~~ or TI-'X C~! ,J~!~!T.'!r.!.!C! ^C~~I.:~~!e
LIHE 1. D.t. E.t.bll.h.d
2. Account S.l.nea
3. Parcant T.M8bl.
4. Aaount Subj8Ct to Tax
5. O.bt. and D.ductlona
6. Aaount Taxabla
7 I Tax R.t.
a, Tax Du.
PART
~
DATE PAID
PAYEE
1
2
3 K
4
5
6
7 K
8
. .1
2
3
. <I
5
6
7
'8
DEBTS AND DEDUCTIDNS CLAIMED
DESCRIPTION
AMOUNT PAID
I
TOTAL CEntar on Lln. 5 of TaM Co~utatlonJ
I
.
Under pan.itl.. of p.rjury, I d8Clar. that th.
co~l.t. to th. ba.t of .y knowlado- and b.ll.f,
~-~ I;; (2'YW.~ C:./..../.A/iJ / /~ -
TA SIGH URE
fact. I h.v. raported abov. ara true, eorr.ct and
HOME (717) ,,--'3..) -,.,- u J
WDRK ( 71 ) s:.........,'--
TELEPHONE NUMBER
GENERAL INFORMATIDN
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHENT with -..lIcMlII Int.,...t bu.d on In'cr..Uon
eulMlttlMt bw the flMnOlal In.tltuUon.
Z. Inherl'~. t.. bec~. ~Ilnquent nine .unthl aft.r the d'C~t". data of d..th.
S. A Joint "count I. '1.1Ib.. Iven though 'M dlcedent'. n... .... lMIded II . ..thr a. conv."I~..
4. Accomh Unaludlng thOl' held b,t\IfeM huabMd IW1d ..U.I which thl declcs.nl put In Joint ".... wIthin one "..t prior to
death .r. fullv '..IIbI, .1 tren,f.r..
S. Account. .,'.I1"hed Jolntlv tN....... hu,bWtd Wld wlt, Hr. tNn one v..r prior to death .t. not 'lxMla.
6. Account. held bv . decedent "In trult far. ~ther or other. .r. '1.1Ib., fully,
REPDRTING INSTRUCTIONS - PART 1
- TAXPAVER RESPONSE
1. Bloat. - 11 the In'or..Uon 11M co-.put,t1on In the notlCI .t. COrtHt Ilnd dHuctlon. .t. not baing Clallted, plau en "X"
In block ..... of Patt 1 0' the ."XPIV'" A,.pon.,- 'IKtlon. Sign two copl.. Met 1ut.1t thea with vour chick 'or the -.unt 0'
tax to the Aagl.t.~ 0' Will. 0' t~ county Indlcat~. T~ PA o.part-.nt 0' A.v~ will I..ue -n o"lelal ......-.ot
(For. REY~IS.I EX) upon racalpt 0' t~ ~.turn 'ru. t~ Regl.tl~ 0' Will..
z. aLDCX. - If the ....t 'PICl1fI~ on thl. notlCI h.. bun or will be r~rhtd ..... t.x p.ld with tMi P.nn.ylv....l. IntM~1tBnC.
T.. Raturn '11ad by the dlcedent'. rapt..entatlvl, plICa en ~" In block 81" a' Part 1 of the "T,xpav.r AatpOn.." laotlon. Sian one
Copy end r.turn to the PA Dep.rtaent 0' Aavenue, lura.u of Individual Taxa., Dept Z10601, H'~rl.bura, PA l11ll-0601 In the
env.lope provided.
5. aLDCX C - If the notice Infor..tlon II Incotrect 8ndIor deduction. .r. baing olaleM, check block "C" and coeplah Parte Z end 5
~cDtdlng to th. In.tt~tlon~ b.low. Slvn two copla. and .~It th.. with your ch.ck for tMi ..aunt of tlM paylbl. to the A.gl.tar
0' Will, of the county Indlcatad. The PA Dap.~ta....t 0' R.v.nue will I..ua ~ Dfflel.1 .......ant (For. REV-IS.. EX) upon ~acalpt
0' tIM return froe thl! Ragllta~ 0' Willa.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Enhr thl data tM ICCrM.rIt orlglnallV Wit ..tablhhltd at tltllKf In thl! .amer ad.tlng at d.t. of d..th.
HOTEl For a decadent dying aft.r Il1lZ11l1 Accounts .....Ich thl! decad."t put In Joint naae. within ana (1) V"~ of d..th ar.
t..~I. fully.. tran,'.r.. Howevar, tMira I. an axelu.lon not to axcald IS,DOO p.r t~Bn.f.r.. raaatdl... of the v.lue 0'
the account or the nuaber 0' accounta h.ld.
I' a daubla ..ta~lak (..) app.ar. ba'ote your 'It.t n... In thl! addra.. portion 0' thl. notlc., the IJ,DDO .xelu.lon
elra~ hea bHl1 daductH froe the ICcount balBnC. .. nported by tho financial In.U tutlon.
z. Ent.r the total b.lanc. 0' the ICCount Including Intar..t accrued to the dIt. o~ dI.th.
S. Th. parcent 0' the ICCount that I. taxabl. 'or .ach ,urvl\o~ I. d.t.ralned .. fnllow..
A. Th. pareent taxabl. for Joint ....t. ..tabll.had .ut. than one y..r prlo~ to the d.cadent.a d..thl
f"'
I DIVIDED IY TDTAL HUHaER OF
JOINT OWNERS
Ex-.pI'1 A Joint ....t r.al.t.rad
DIVIDED BY TOTAL IUfIEA OF X 100 . PERCENT TAXAILE
SURYIVINIJ JOINT OWNERS
In the n... 0' the declKfent IInd t.-o other par.on..
1 DIVIDED IY S (JOIHT OWNERS) DIVIDED BY Z (SlItVIVORS) . .167 X 100 - 16.7~ (TAXABLE FOR EAat SUAYJVOA)
B. fha; patcent t..~I. 'or ....h cr..tMl within one YII~ 0' the <<MCedant.1 de.th or ItCcounta owned by the dlced.,t but held
In tru.t for ~ther IndlvldUal(.) (t~u.t bana,lclarla.).
1 DIVIDED IY TOTAL HUHBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
EXMlpI'1 Joint account reghtlnd In the n... 0' the decedent and two othar par.on. and ..tablhhad within one yaat a' d..th bv
the dacadant.
1 DIVIDED BY 2 (SlItVIVORS) . .50 X 100 - Sale (TAXAllE FDA EAQt SURVIVOR)
.. The..,.,.,t .ubJect to t.x Cline 4) II d.taralned by aulUphlng the ICCOQ1t ballnCa (I1n. z) by the parcent taxabl. (Jlna S).
S. Ent.r the tot.l 0' the dabt. and d.ctuctlona II.tad In P.rt 3.
.. ThI..,.,.,t taICabl. Ulna 6J I. dat.r.lnlKt bY .uuttlOUng U'" UMlt...1l.l ~,IUlII uh.. jJ I,.... Ul" ,,_.1. -"J"..L Lu ,_ Uln& 4).
1. Ent.r the approprlat. t.IC r.t. (1In. 7) .. d.t.ralned balow.
A. FDr d.t.. of d..th occurring .ftar 6/30/94, the t.x r.t.. fo~ tran,'.r. to .pou... at. .. fallow..
I. D.t.. 0' d..th on or .,tar 7/1/94 and be'ora 1/1/95 the rat. I. llC.
l. Oat.. a' d..th on or a,t.r 1/1/95 tran.f.r. to .pau... ~IIl b. taICad at OX tax rat..
Hotal Fo~ d.ta. 0' Math prior to 1/1194 trllltl.fat. to .pousa. ara t...abl. .t 6X.
B. ftan"lra to llnell d..candllltlt. Including fathlr, .otha~, .on, daught.r, grandchlldran, .on-In-Iaw,
daughtar-In-Iaw, .tlP'hlld and thalr I..u. ar. t.xabl. .t 11M parcent (6lC).
c. Tran".ra to all oth.r. InclUdlna brother, alstar, uncia, aunt, ~ and nl.c. .t~ t'lC~11 at 'I't.an parcent (lSX).
D. If you change the hx rat., pl.... .peclfy your ral.tlonlhlp to the decadent In tIM ara. p~ovlded.
.. The.-aunt 0' tax due (lIne 8) 1. d.t.r.lned by aultlplYlng thl aaount taxable (line 6) by the t.x rat. (lIne 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. abte Md daductJon. ar. dahr.lnad aa followlI
A. You lea-l1y ara tllPOntlbla far paWHnt, or the ..tat. IUbJact to edIIlnlltr.tlon by . par.onal ~...t..."tatlv. It InlUfflclant
to pay the deductlbl. St....
B. You .ut\nlUY paId the abta attar d..U, 0' the dacltdent find can fumllh proaf of P')'Mnt.
C. Dabt. balna cl.18Id .u.t be It..12ad 'ul1y In Part 3. I' addltlanal spICa I. naadId, Ut. pl.ln paper. Ill" . 11-. Proa' 0'
pa,..,.t ..v be r.qua.tad by the PA D..rt-.nt of R...,anua.
:.;,.,:,;:"
", '..i~'~~~~~EDF~RTHER. TtNX:O~v..Ff1.tOSNSW AANS~1~TANCE I CONT Ac:'I'ANY" ........, ..'.
REGISTER OF WILLS.PA DEPARTMENT OFREVEHUE DISTRICT OFFICE
OR CALL THElIUREAUOF INDIVXDUALTAXES. TAXPAVER INQUXRVUNXT IN
HARRISBURG AT (717) 787-8327. . TOO' (717)772-2252 (HEARING IHPAIREOONLV)
',,-,.
REV-1543 EX AFP 17-951.
CDt9tOHWEAllIt Of PENNSYlVANIA
D;PARUtENj, Of R[V(NU[
BUREAU Of INDIVIDUAL l'XES
DEPT. UD601
IWtRlsaURG, PA l1UI-06l1
CLARENCE FORRESTER
248 NEWV IL L E RD
SHIPPENSBURG PA
17257
NO. 21 - '1 ~-; - -, ~~ ~j
95140068
08-15-95
TYPE OF ACCoUNT
~ SAVINOS
CIIECKlNO
TRUST
CERTIfICATE
RENIT PAYNE NT AND fORNS TD.
REGISTER of WILLS
CUMBERLAND Co CDURT HOUSE
CARLISLE, PA 17013
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ESTATE Dr MARY 0 DIEHL
5.5. ND, 166-26-5463
OATE Dr DEATII 05-27-95
COUNTY CUMBERLAND
HELLON BANK NA h.. provldld thl Dlp.,t..nt with the InfDt..t1on llltad balo.. which hi' bien u'ld In C81culaUng thl
pot~tl'l t.. dul. Jhal, racard. Indlcale that .t the d..th of thl above dlcadant, YOU ..~r. I Joint owner/beneflcl.ry of thl, account.
I' yOU ,... thh In'or.dlon I, Incornct, pl.... obtain wrltlM corractlon 'rol thl fln....cl.l Inttltutlon, attach. copy to thl. for.
~ r.turn It to thl .bov. .ddr.... Thl. account I, I'.able In acco,d~. with thl lnh.rltencl Ta. L.... of the Co..onw..tth of P.nn.ylvenl..
OU..Uonl ..y ba en....r.d bv uUlng (111) lal'IU1.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILINO AND PAYHENT INSTRUCTIONS
A..aunl No, 884-019-8314 D.lo 12-20-94
Elt.blhh.d
To In.ur. prop.r cradlt to your account, two
UJ copt.. of thh noUca ...t acco",DnV your
p.yaent to tha R.gl.t.r of Will.. "eka chack
p.rlbla tOI "R.gl.t.r of Will., Agent".
A..aunl B.h,,,.. 1 ,879,62
P.......I T..obh K 50.000
AIIOUI'lI Subj.al 10 T... 939.61
Tax Rat. )( .15
Pot....Uel T.. Du. 140.97
~u TAXPAYER RESPONSE
III I iFAILURE'l'O RESPOND ,ifILL, RESULT IN AN '. OFFICXAL ,'l'AX . AS8ESSHENT '. BASED ONTHIS,NOTXCE '.1
A. ~ The above Infor..tlon and tax M .. corr.ct.
1. You a.y chao.. to r..lt ~t to the R.gI.t.r of Will. with two copla. of thl. not Ie. to obt.ln
a dl.count or avoid Int.r..t, or YOU "V check bON "A- and r.turn thl. notlca to the R-al.t.r of
Will. and an official ......-ent will b. I..uld bV tha PA Departsent of R.venut.
HOTEl If t.. p.y.ant. .r. .Id. within thra.
(1) lonth. of the d.ced,"t'. d.t. of daath,
YOU .av deduct. U dbcCMIt of the t.. dua,
Any Inh~rltllnC' t.. dull will beeoes dallnquent
nine (,) ~th. .ft.r thl data of d..th.
[CHECK ]
oNE
BLOCK
oNLY
B. 0 Th. abov. a..at has b.", or will ba raport.d and tax paid with the P.nn.vlvanla Inhltltanc. TaM r.turn
to bs 'lIad by thl d.c.d.nt's tlflr..."htlva.
C. 0 Tha abova Infor..tlon I~ncorr.ct and/o~.bh and dadUctlon. ..at. PlIld bV you.
You ..u.t cOllphts PARr l.!.J and/or PMT ~ balow.
If you lndlc.t. a dlfferant taK rate, pl.... .t.t. your
ralationship to dacad.nt,
'. OFFICIAL USEONLV DAAF;
PA DEPARTHENTOF.REVENUE
:.':---"::;";::-::'::'::';':_.-'-"'1
--_._,.....-.
PART
~
TAX ~ETUnH - CO~PUrATION
LINE 1. Oat. E.t.bli.h.d
2. Account a.lanc.
3. Parcant TaKabl.
4. A.aunt Subjact to Tax
5. Dabt. and Daduction.
6. Aaount Taxabl.
7. TaK Rat.
a. TalC Du.
T:'l: 0:: -.:=:r:":'.'':'n~::T .~C:C!.mTe
Of'
1
2
3
4
5
6
7 X
8
1
2
3
4
5
,6
7
8
CLAIHED
X
PART
~
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
DESCRIPTIDN
AMOUNT PAID
I
TOTAL CEntar on Lin. 5 of TaM COMPUt.tionl
Undar pen.ltia. of p.rjury, I deal.r. that the fact.
l.t. to the b..t of .y knowledge and b.1J.f.
-C'~~ C. r II{
I
I
I hav. r.portad abova ar. true, correct
<7/7) t,-~;J.. -.!>~3J /
< (
....d
HoME
WoRK
i~
J
,
i
GENERAL INFDRMATION
I. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"ENT with ~lIcttbl. Int.,.... ba..d on Infor..Uon
tut.ltted br iM flnwMll.l In.Ututlon.
II lriMrlt.-.c. tax bee.., delinquent nlM ....th. aft.r the dec.-ntt, data of d..th.
J. A Joint IlGClount .. hx.tJla ....en though the decadent', n... .... ~ .. . ..tt.r of com'....I~..
4. ACClCU".ta C Including tho.. held bet"'.... hulbMcl Met wlfa) which the dec:MSent put In Joint n.... within one y..r prior to
death an fully t...-.._ .1 tr.....'.".
I. ACCllMtb ..t_llahed Jolnth bet...." hu,bMd Met ..If a .,,.. thwl OM v..r Ptlor' to d..th .t. not ta..tI...
t. AOClOU1h held bW . dec~t "In 'ruI' far" lInGthet .,. oUMn .t. tUMlla fullv.
REPDRTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. 'Loa... If the Infor..UDft WMI CDllpUlaUon In tI'M notlu .t. CortHt Met dMluGtlon. .t. not IN!ne clalMd, plee. III "r
In block ..,.. of P.,.t 1 of tM ",upay.r A..pon.... 'ecUon. Sign two copt.. ... ,ut.1t thM with your check '.r tIM .-od'1t of
t.. to the RaIl...,. of Will. 0' t~ county Indicated. The PA o.p.rt-.nt 0' R.v~ ..III I..u. an o'flol.1 ......-.ot
(fora REV-IS4. EX) upon rec.lpt 0' t~ r.turn 'r~ t~ R.gl.t.r of Will..
I. ILoac. - If t~ ....t .pecHI... on this noUc. h.. e.." or wUI b. r.ported IInd tax p.ld with the Penn.ylv....l. Inherltanc.
Ta. Raturn fUad by the ~adent". retlr..ant.Uva, plac. an ..... In block -1- of P.rt I of the "T.xp.y.r R..pon... 'Htlon. SIgn ana
copy IInd return to tha PA Depart.."t 0' R.venue, lur... of Incllvldu.1 T.n., Dept tla601, U.rrhburg, PA 17121"0601 In the
envalope provided.
S. .LOCI( C - If the notice Infor..tlon Is Incorrect and/or deduction. .r. baing cl.INd, check block .C. Ind cc*pI.t. Parb Z and J
.ccordlng to tho In.truotlon. iNI..... Sign twq copla. and IUbIIIt thall ..lth your check for the .-cK.W1t 0' t.. pay"*'l. to thll Reght.r
of Will. of the county Indlc.ted. The PA D.p.rt.."t 0' Rav~ will I..u. an of'lcl.l a..a...ant (for. REV"154' EX) upon raealpt
0' the raturn 'rOIl the Raghhr 0' WUh.
TAX RETURN - PART 2 - TAX COMPUTATIDN
LINE
I. Entar the dIIt. the account originally "a. a.t_Ihhad or tltlad In the .."",.r ..htlna at data 0' d..th.
t<<nE. For. decedent dying aftar 12/121121 Account. which tha decedent put In Joint n.... within one' (1) ya.r 0' d..th .r.
t..~l. 'ully .. tr.....f.r.. Howevar, thara I. an axclu.lon not to axceed Is,aoo p.r tran.'ar.a rag.rdl... 0' the value 0'
the ac:COWlt or the nullber 0' acCOU"lts hald.
I' . doubl. a.t.rllk C..) appear' bafor. your 'Ir.t "... In ~ addr... portion 0' thl. notlca, the tS,aao ..clu.lon
.Ir..dy he. been ~tad 'ra the KCOWlt b.lanca .. reported by the flnancl.1 In.tltutlon.
Z, Ent.r the tot.l balanc. 0' the account Including Int.r..t accrued to the data of da.th.
S. The parcant 0' the KCount thlt h ta.abl. 'or .ach .urvlvor h dahralned.. 'OUD""
A. ~ parcant taxabl. 'or Joint ....t. ..tebllahad ~r. than ana y..r prior to the d.c.dant'. d..th'
I,,'
1 DIVIDED IV TOTAL HlIfIER OF
JOINT OWNERS
Ex....l., A Joint ....t ugl.tarM
DIVIDED IY TOTAL Nl.llaE:R OF X JaO . PERCENT TAXAILE
SURVIVING JOIHT OWNERS
In the ,... 0' the dK.......t and two other p.r.on..
1 DIVIDED IY S (JOINT OWNERS) DIVIDED IV Z (SURVIVORS) . .167 Jl 100 . 16.n (TAXABLE FOR EACH SURVIVOR)
a. The percent t..abla for ....t. cr..ted within ana y..r of the decedent'. de.th or accoun" ~ by the dKadent but held
In tru.t for another Indlvldu.U.) (tru.t beneflel.rl")1
1 DIVIDED IY TOTAL NUKBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
Ex...la. .Joint 'CCOU'1t r.ghterM In the n... 0' the decadent end tva other par.on. and ..tablhhad "lthln OM y..r 0' de.th by
the decedent.
1 DIVIDED IV Z (SURVIVORS' . .50 X loa - 5Qj( (TAXABLE FOR EAat SlJNIVOA)
x 100 . PERtEHT TAXABLE
4. The.-aunt 'ubJect to t.. (1lna 4) I. dat.r.lned by aultlplYlng the account belBROa (1In. Z) by the percent ta.abl. (II". S).
5. Ent'r the tot.l of the dab.. end deduction. listed In Part S.
6. the a.cM.rl' ,...,. ulna C>>) h "etar.lIlaQ b)' .UU\..""\u'" U... 'u'o~. WIQ ~UIUII. ~11t.. !I) f(utI UHIlI ......It I""J_CI. lu ~.'" Hln.. .U.
7. Enter the approprlat. teM r.t. (line 7) a. dater.lnld balow.
A. For d.t.. 0' de.th occurring aft.r 6/50/94, tha tax ret.. for trenal.r. to .pau... .r. .. followlI
I. Dat.. 0' d..th on or aft.r 7/1/94 end before 1/1/95 the rat. I. 5~.
Z. Dat.. of da.th on or .,t.r 1/1/95 tran.fer. to .pau.e. will be ta.ed at OX tax rate.
Not., for data. 0' daath prior to 711194 tren.f.r. to .pou... ar. t..abl. .t 6:C.
I. fr..,.fan to lInaal d..cendan" InclucUng father, eother, .on, daughter, grllndchlldr...., .on.ln-I"',
daughtar-ln.I..., .tepchlld end thalr I..u. .r. t..abl. .t .Ix parcant (6X).
C. Tran.'ara to .11 othar. Including brothar, .I.ter, unola, aunt, nephew and nl.c. ar. taxabl. at 'I,teen p.rc....t (15:C),
D. I' yOU ~ the ta. r.t., pl.... .peclfY ycur r.l.tlonshlp to the decldent In the .ra. provided.
I. The MOWlt 0' tax due Ulna IJ h .1atlr.lnad by aultlplylng the II80Wtt ta..bl. Ulna 6) by the t.. r.t. Ulna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and deduction. ar. det.ralned a. follow..
A. You legally .ra r..pon.lbl. for p.yaent, or the a.t.t. .ubJaot to adalnl.tratlon by . parsonal repr..ant.tlv. t. In.u'flclent
to p.y the daduotlbla U....
B. You actually paid the dabts .ttar death 0' the decedent and can furnish proof of p.)"MIlt.
C. Dabt. tMlng cl.IMd au.t be 1t..1z... 'ully In Put 5. If addltlDNII .pec. h neadad, u.. pl.ln p..-r I 112" . 11-. Proo' 0'
pew-'lt ..y be requa.tled by the PA Dep.rt....t of Aavanua.
. ',', ,',," "...... ,'" " ,TAXPAYER:ASSISTANCE ' ,.", '. '. " "',' ", ",.' .
""'IF,'YOU NEED FURTHER '. INFORMATION. OR ". ASSISTANCE; CONT ACT ANY:",
.......: "". REGISTER ',OF. WI L LS." PA, DEPARTMENT, OF,.,REVENUE DISTRICT OFFICE(, ",','. ,'"
:<"""OR' CALL THE BUREAU. OF' INDIVIDUAL "TAXES "TAXPAVERINQUIRY.. UNIT" IN""'",,,,
IjARRISBURG.. AT( 7I 7) ..787-8327., 'TOOl ,.,(717)772-2252 .', (HEAR1NGIMPAIREDONL V) i' .
'".:..,~.-.,.:.'...' ~'"
':':
REV-1543 EX AFP (7.95)_
COHttOHWEAlllt Of rOIHSnY'Hll
Df.:PAAIH(NI Of- R[V[HlJ[
IUR[~U Of INDIVIDUAL lAMES
DEPT. lID'OI
HARRISIURC, PA UU'.OlDI
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ND. 21-""- '15.,
95140065
08-15-95
EVA E FORRESTER
248 NEWVILLE
SHIPPENSBURG PA 17257
TVPE OF ACCDUNT
~ SAVINas
CHECKINa
TRUST
CERTIFICATE
REHIT PAYHENT AND FDRHS TD.
REGISTER OF WILLS
CUMBERLAND CD CDURT HDUSE
CARLISLE, PA 17013
ESTATE OF MARV D DIEHL
5.5, NO_ 168-26-5463
DATE OF OEATH 05-27-95
COUNTY CUMBERLAND
HELLON BANK NA h.. provided the OapertaM' with the Infor..tton U.tad below which h.. bien used In ulculatlng ,"-
potentia. t.. due. Thalr racardl Indlcat. that at thl d..th of tha ~ov. dlcadlnt, you wa,.. . Joint oNnat/ben.flclary 0' thl. Iccount.
If Y04 '..1 thh In'on.tion II Incorrlct, pl.... obtain wrlll." corr.ctlon 'rol the flnllnCl.l Institution, attlch . copy to thh fori
.nd ,..turn It to the above ~r"', 'hi. account I. t...bl, In Iccord8nC1 with thl Inherltencl Ta. llws of the Co.-onw..lth of P~'YlvBnI..
Uuenlan. ..y be MI..red oW IlIU1rru uh, la,.d.1u.
CDMPLETE PART 1 BELDW . . . SEE REVERSE SIDE FDR FILING AND PAVMENT INSTRUCTIDNS
Accaunt No, 355-105288 D.t. 10-20-94
Eat.blhh.d
Account 8d.".. 20,729,33
P.rc...t T..IlbI. X 50 . 000
AltOunt Subj.ct ta T.. 10,364.67
r.x R.t. X .06
PohnU.1 T.. Du. 621.88
PART TAXPAYER RESPONSE
m I "AILURItTO RI!,SPOHD MILL RUUL T IHAM OFFICIAL TAX ASSI!SSHENT BASI!D OHTHIS,.MOTJCI! I
A. ~ The aboVI Infur..tlon and tax GIll h corr.ct.
I. You ..y choo.. to r..lt p.~t to the RlgSlt.r of Will, with two copl.. of thl. notlc. to obtaIn
. discount or Ivold Int.r..t, or you "V check box "A- and r.turn thl_ notle. to the Alaltt.r 0'
Will. ~ ~ of'lclal .......-nt will bl I..ued by the PA Depart.ent 0' R.y~.
To Inlur. prop.r credit to your account, two
(2) cop... of thh notice ...t aceo...."v your
ply.ent to thl R~gl.t.r of WillI. "aka check
pavable tal "AIgA.t,r 0' Willi, Agent".
HOTEl If ta. paw-ent, .r. a8da within thr..
(SI ~th. of the dec.d~t". data 0' d..th,
you ..y deduct. SX d!.count 0' thl t.. ~.
Any Inhtrlhnu t.. due will bKo.. delinquent
nine (,) ~th. .,t.r the data 0' d..th.
[CHECK ]
ONE
BLOCK
DNLV
I. 0 Thl above U.I' h.. b.." or ..111 be r.ported end taM paid with the PaM.yl",."I. Inh.rltene. hlC nturn
to b. 'lied by the decedent's rapr..."t.tl",..
C. 0 Th. abo",e Infor..tlon l~ncorrKt and/o~ebts end deduCtion. ...ra paid by YOU.
You .o.t cHP1.t. PART l!.J and/O,. PART L!.J below.
If you Jndlcata a different taM rat., pl.... .t.ta your
raletJon,hlp to dacadentl
OFFICIAL USE ON LV 0 AAF
PA DEPARTHENTOFREVENUE
PART
~
TAY. nETURH - CCHPUTATIDH
LIHE I. D.t. E.t.bll.h.d
2, Account aalanc.
3. Percent r..abl.
4. A.ount Subject to TaM
5. Debt, and Deduction.
6, A.aunt Taxabl.
7. Tex Rat.
8. rex Du.
Tr.~ CH Jc:n!''r.'''!'!1L'CT ".CC~Ufo!TS
".""..;,;
, nw
..',".:.
OF
1
2
S X
4
5
6
7 x
a
1
2
3
4
5
6
7
8
DEDUCTIDNS CLAIMED
PART
~
DATE
DEBTS AND
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of r.x Cu.put.tJonJ
I
.
Under pan.ltl.. of p.rjury, I d.cl.,.. th.t the fact. I
/? /) cQIIPl.te to the b..t of .)l knowledg4t ..,d b.ll.f.
C. c~"".<.c-- F 1'1-'1-1.>.'" 7J (~ /.. ,_-/ ,t" /l/)c6:'i- //9
TAXPAV~ll ~GNATtmt"" ? I '
hay. reported above .r. tru., correct and
HOME (:: 7 ) ~ ~?2 -~f;,-:?,? /
WORK ( ) C' ..-..,_. .1o--.;2-lIC
TELEPH E NU B R ATE
GENERAL INFDRMATION
1, FAILU~E TD ~ESPDND WILL ~ESULT IN AN OFFICIAL TAX AS5ESSHENT with _11...1. Int....t ..... on Inl.'..lIon
IUbIIlttltd by 1M f1MnOlal InltltutJon.
t. J~rlt~. t.. bec~. delInquent nln. ~th. .,t.,. thl dec~entt. data 01 d..th.
J. A Joint lICCOW\t .. tlMlbl, lven though thl! decltdent', n... .... edded .. . ..tt.,. of convenlWlCI.
". Account. (InclUding thOlI Mid IMtw..,.. hu,bMd end wlf,) Nhlch the decedent PUt In Joint nMe. within OM ....r prior to
death Ira fulb _..lIbl, .1 'rWlI'.r..
5. AcCOW\tl ..tllbl1lhed Jolntb tHItween hulbMd Ilnd wlf, .r. thw1 one w_r prior to d..th ar. not '..lIbl..
,. Account. Mid by . dec~t "In truI' for" ~ther or ather. It. t'.~I. fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAVER RESPDNSE
1. BLOCK.... If tM In'or..Uon Met Cl*pUt,Uon In the noUe. ara corrHt III1d deductJonl ara not baing chlNd, PIKI .. ..X"
In '1... ... ., P..t I ., .... -'.'P.,.. .......... ...lIon. Sian.... ...1.. .... ._It t_ with ,ou. ...... I.. t... -..t .,
tax to ~ R".I'.r 0' NIIla 0' 1M county Indlc.t~. ThtI Pi o.p,rtaent of R.v~ will tl.U. .. o"lcll. .....--.nt
(For. REV-IS". [X) upon rlceJ't 0' the return 'r~ the A'VI.t.r 0' NJII..
.. IlOCX. - 1/ t... ....t .poolll" on thl. noli.. .... ...., .. will be ._.t.. .... t.. p.l. with tho P...."I...,I. Inhe.It.....
h. ..tu.n III.. 'v t... _t'. ........t.II.., pI... .., "X. In .1... ... ., Port I ., t... .,....,.. .......... ...11.... Slon....
copy end return to the PA Dep.rt-.nt 0' A.venue, luraeu of Indlvldue. Tax.., D.,t '.D6Dl, H.rrl.burg, PA 171'.-0601 In the
env.lope ,rovld~.
S. "'OCX C - II t... noli.. Inl.'..lIon " Inc.....t ond/.. ......lIon. .re bel... .101..., .hock '1... ... ond o_lot. P.... . ond .
......1... t. tho In't............ ""~. lion two ...1.. ... ._It t.... with .ou. ...... I.. t... -..t ., t.. P....1o to t... ..."t..
., Will. ., the .ountv Indl..t... ,he P. D....toont .r R.venue will I......, ."1.1.1 ......oont Ir... ..V-1S.1 EX' upon ....Ipt
0' the rUurn fro. the A....t.r 0' NUll.
TAX RETURN - PART 2 - TAX COMPUTATION
U""'
1. Ent.r the d.t. the ecCOU1t orll1ll111lh ".. ..tablhhed or t1tJ~ In thai .~r e.hUng .t d.t. 0' d..th.
HOTEl For. dec~t d)'lng .U.r lU1UIl. ACCOU1h WhJch the dec~t put ln joint n.... "lthln DnII (1) y..r a' deeth '1"
ta.~I. 'ully .. tren,'.r.. How.v.r, there I. en .xclu'lon not to .XC-.d '5,000 p.r tren,'.r.. r...rdl... 0' the value a'
the ItCcaunt or the ftUIlbar 0' accOU1h held.
I' a doubl. ..t.rl.k e..) ~.r. be'or. Your 'Ir.t n... In the addr... PDrtlon of thl. notl'.;ltha .5,000 .xalu.lon
.1necty he. been deducted frHl the ac:cOU'\t ~lenc:. .. r~rted b)" the fI~1.1 In.tJtutlon~- . t
2. Ent.r the total ~lenc:a 0' the .CCDWlt lnclUdlng lntar..t ItCcrUed to thll date of de.th.
5. The percent 0' the ac:COU1t that h taxabl. 'or .ech .urvlvo,. .. dahralned .. 'ollowlI
A. The pe"cent t..lIb" fa,. Jolnt ...... ..tllblllhed eo,.. than one )'..r p,.lor to tM dec.dent'. d..th.
1 DIVIDED IY TOTAL NUttIEA OF
JOINT OWNERS
Exaapl., A joint ....t regl.l.red
DIVIDED IY TOTAL rurlEA OF X Jao . PERCEHT TAXABLE
SURVIYINQ JOINT OWNERs
In the "... 0' the dltCadant end two olher "r.on..
r.,}
I DIYIDED IY 5 (JOINT OWNERs) DIVIDED IY 2 (SURVIVORs) . .167 X 100 _ 16.7% (TAXABLE FOR EACH SlINlYORJ
I. Tho po....t t....1o 10' ...... ....t.. withIn.... V.., .r tho ........t'. ".th .. ......,.. .wn.. 'v t... doc.... but "'1.
In tru.t 'or anothlir Indlvldu.1C.) Ctru.t beneflcl.rl.dl
..
I DIVIDED IY TOTAL fU(I[JI OF SURVIVINQ JOINT
OWNERS OR TRUST IEHEFlelAIUES
X I a a . PERCENT TAXABL E
"_1.' J.lnt ......,t ..."...... In t... -. ., t... .......,t ond 'wo .t.... poroon. ond ..t"I""'. within.... ,... 01 d..th "
the decadent.
I DIVIDED IY Z (SURVIVORS) . .50 X 100 . SOX (TAXABLE fOR EACH SURVIVOR)
.. 'ho ooount 'ubjoct t. t.. 'line 'J I. ..t...lned " ..ltl.I.ln. tho ".oun. '.Ione. 111n. ., " tho ......t t....I. Illn. .,.
S. [nt.,. the tot.l a' the debt. and deduction. ll.ted In P.rt 5.
0, ,... -..t .....1. 11Ine OJ I. ..t...1noo.. ,vo"""'" "o. "......... .......I~.. (lj,o. OJ r,.. II.. .....,t .....joo. t. to" <1l.0 <I.
7. Ent.r the approprl.t. t.x r.t. (line 71 .. d.taralned belov.
A. for dat.. 0' d.ath occurring .ftar 6/30/94, the tax rat.. 'or tran,'.r. to ~... '1" a. 'OlIo".,
1. Dat.. 0' d..th on 0,. .,t.r 7/1/94 and ~'ar. 1/1/95 the r.t. t. lX.
2. D.t.. a' d..th on a,. .tt.r 111195 tran".r. to 'POU'" ,,111 be t'"ed .t a:c tQ rat..
Hot.. for dat.. 0' d..th prlo,. to 7/1/94 tran.,.,.. to 'POU'" ar. t.xabla at 6X.
I. Tron,'ar. to Jlneal d"Cendanh InclucUng ,.thII,., ItOther, .on, dllUClht.r, grandchildren, .on-In-I...,
daught.r-In-law, .tepchlld and theIr I.~ ara taMable at .Ix percent ":CJ.
C. Tran.,.,.. to all other. Including brother, .I.t.,., uncI., aunt, nephew and nlee. .ra taxlbl. .t ,I,t.." percent (15~).
D. If You chansttI the tex rat., ph... .paclfy Your ralationlhl, to the decadent In the .,... provided.
10 The -.aunt 0' taM due (line I) 1. datar.lned by ~ltlplYlna the aaount t.xabl. (line 61 by the t.x rat. (line 71.
CLAIMED DEOUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
All~l. debt, and deduction. .,.. det.ralned .. 'allOW.,
.. You 1"'llv ... '.'oon.I'I. I.. P....." d. tho ..t.t. 'ubj..t to ...Inl.t..t,"" " . PO"enal .......,t.tlv. I. InlUlll.l..,t
to p.y the deductible U....
I. You Mtuelh paid the dabh "h,. death 0' the ct.cedent and can furnl'" P,.oo, 0' "YNnt.
C, Dob.. being .1.1- ....t be Ih..... IuIIv In P..t S. 1/ -111....1 ..... h _. u.. .1.1n P_' . 11.. . 11.. P,oo,.,
P'YMnt ..y ~ r..-.tad b)' the PA c.part.."t 0' A.v....
".',. ,':'. ",.,,., "''''',;"',, .' ' ,......",,,,,,,, '" "'.TAXPAVER"ASSISTANCE '..'"."::""..,...,,,,,,..'
,..."." "'\"/:?IF: YOU NEED FURTHER INFORMATION OR ASSISTANCE): CONTACT' ANY"",.
,.".. t, RE9UTER OF" WI L LS. PA ': DEPARTMENT" OF" REVENUE, DISTRICT" OFFICE",,:,,:, ,.,',
:,\'" OR CAll THE JlUREAUOF INDIVIDUAL TAXES'" TAXPAVER INQUIRV, UNIT" IN" ,',",
,:,Y:HI\RRISJlUR13AT (7171787~8327;"TDD'.. (71717?2...2252 (HEARING1HPAIRED "ONLY) ,
"'-"""""-""..
""-"":-',-. ..
,..-...,..:y_,..,....,w.
'.
REV-1543 EX AFP 17-951_
CDHHOHW[AlTH OF PENHSYLVAHIA
DEPAATHENT (If' R[Y[NUE
IUR(AU OF INDIVIDUAL TAMES
IJ[pt. l8D6Gl
'1ARA111URa. PA l1U'~06D1
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 - q !,. -\ f"l~-i
95140096
08-15-95
Illl
EVA E FORRESTER
248 NEWVILLE RD
SHIPPENSBURG
TVPE OF ACCOUNT
~ SAVINOS
CHECXINO
TRUST
CERTIFICATE
REHIT PAYHEHT AHO FORNS Tal
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
ESTATE OF MARV 0 DIEHL
S,S, ND, 168-26-5463
DATE OF DEATH 05-27-95
CDUNTY CUMBERLAND
PA 17257
HELLOH BAHI< NA h.. provided the Depart..nt with ttM Infar..tlon lilted below which h.. been Uled In ulcul.Ung the
potentia. I.. due. Their record. Indicate thet .t the d..th of thl above dlcedent, ~ou WIt. I Jalnt owner/blneflclery of thl. account.
I' you '..1 thl. Inlor..tlon I. Incorrlct, pl.... obl_l" ..tltt.n corrlctlon fro. the flnancl.1 Institution, _ttlch . Copr to thl, for.
and r.turn It to thl above eddrl.I. Thl. account I. 'IMIbI, In accordance with the Inheritance r.. L.... of thl Co-.onw..lth of Pannly!vanl..
Uulltlonl '.y ba an.w.r.d bW c.lllng t'lll '8'-8)ll.
CDMPLETE PART 1 BELDW . Il . SEE REVERSE SIDE FDR FILING AND PAVMENT INSTRUCTIDNS
Account Ho. 00067068 D.h 12-22-94
Ed.bUsh.d
Account aalanca
P.rcent Taxebl.
AllOunt Subj.ot to
Tax R.t.
Pot.ntJ.l T.x Du.
To In.ur. prop.~ cr.dlt to WQU~ account, two
12') copl.. of thh notic. ...t ,ccollPenV' V'our
p're~t to the R.gl.t.~ of Will.. "aka ch.ck
p.V'abl. tal ""R.ght.r of Willi, Agent...
PART
rn
19,000.00
50,000
9.500.00
,06
570.00
TAXPAYER RESPONSE
" FAILUR, a,'o RaSPOHD,lfILL, ResULT IH AN; OFFICIAL TAX ASSesSHEHT BASeD OHTNIS HOTICa,
.. .... .. .... - . . . ..
x
T..
HOTEl If t.x p.v-.nt. .r. .ad. within thr..
(Sl 'onth. of the d,c'dent'. data of d..th,
V'au .'V' dedUct . 5X dl.count 0' the t.x ~.
AnV' Inhe~HDnC. t.lI w. will bec:o.. d'llnquent
nl". (9) ItDnths .ft.~ the d.t. 0' d..th.
x
[CHECK ]
ONE
BLDCK
ONLY
A. 0 Th. abov. Infor..lIon and tax dI.M h corr.ct.
~ I. You .aV' chao.. to ~..It p.yeent to the R.gl.t.~ of Will. with two cop I.. 0' thl. notlc. to obt.ln
. dl.count or avoid Int.r..t, O~ V'au .'V' check box "A- and rsturn thl. notlc. to the Rlgl.t.r 0'
Will. and an offici.. .....s.ant will be I.sued bV' the PA Dep.rt.ent 0' A.venue.
a. c:J The above ....t h.. b..n or will b. r.ported and t.x p.ld with the P~.ylvenla Inh.rltanc. T.x r.turn
to b. ,llad bV' the d.c.dant'. repr.,..,t.tlv..
C. c:J The abov. Inforaation l,.J.ncDrract and/o~bt. and d.ductlon. w.... p.ld bV' WDU.
You "".t co.pl.t. PART l!.J andIo~ PART ~ b.low,
If you lndlc.t. . dlff.r.nt t.x rat., pl.... .t.t. your
~.l.tJon'hlp to d.c.d.nt.
PART
[!]
TAX n~TUR~ - COMPUTATION
LIHE 1. D.t. E.I.b11.h.d
2. Account a.lanc.
5. Parcant Taxabl.
4. A.ount Subjaot to Tax
5. D.bt. and Daductlon.
6. A~unt Taxabl.
7. Tax Rat.
8. Tax Du.
'OFFICIAL,USE ONLV,'O AAF
PA DEPARTHENTOF REVENUE
or if.:: or: JOINT?Tr:UOT ;\ceo:.:::,,:,,::
rAD
1
2
3
4
5
6
7
8
CLAIMED
1
2
3 x
4
S
6
7
8
x
PART
I!l
DATE
DEBTS AND DEDUCTIDNS
PAID
PAVEE
DESCRIPTIDN
AMDUNT PAID
I
TOTAL (Ent.r on Lin. 5 of rex Co~t.tionJ
I
.
Und.r pon.111.. af p.rjury, I d.al.r. Ih.1 tho f..t~} hov. r.port.d .bov. .r. tru., corr.ct end
-, I .ooop~.t. to tho b..t of .y knowhdg. ond b.U.f. f.;;{"7Clf' HOME (7 /7 ) .',:-:7) _ .~-:JJ/
0ct<-u..u../-CvtUJ&) ~C-L<-(;:L' c.ytJt.:l..'~ ('A/1 /If WORK ( . ) <;;;~.". ~~-9'/.
TAXPAYER SIGNAfflRE I TELEPHONE NUMBER "!lATE'
GENERAL INFORMATION
1. FAILURE TO RESftOND WILL RESULT IH AN OffICIAL TAM ASSESS"EHT wlth lIpp1Jc.tIla lnt.,...t b"N an Infor..Uon
.ue.ltt... bv tM f1fWM1l.. In.UtuUon.
I. InherltWMII tl. bee_. dtIUnquent "1M ItOflth. ,U,,. the dM:........ d,., 0' d..th.
S. . Joint MCCMM'It It "..1, I.,." thouth 1M dluden.'. "... .... addM .1 . '.U.,. of convenlenc..
4. laGOW'll' CJnolUdlnt tho.. Mid bet...." huabend and ..1f,1 Nhlch ItM decedent put In Joint n.... within OM w..r prior to
~th .r. 'ul1w t..~l. II I"",,'.r..
I. Acoounh ...IIb.hMd Jointly bet...en hu.and end ..If, Mr. thM OM V"" prior to Hath .r. not hx"ll.
,. Account. Mid by . dec~lnt .In truI' 'or. ~ther Dr other. .r. t...... fully,
REPDRTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
I. .LOCK A . If 1M Intonation and COIIPUt.Uon In the notle. Ir. carnot end IMduGtlon. In not being ola.Md, plK' ." "X"
In block ....... 0' hr. 1 of U,. -.y'.PIY'r A..pon.... 'ecUon. Ilgn two cop1.. .,.. lubIIlt .heII ..Uh your chKk for 1M MOUnt 0'
t.. to 1M _.....ar of Will, 0' the countV' Indlc.t~. The PA o.p.rt..nt of A.venue will I..u. .n of,lcl.l .......-nt
(For. REV~154' EX. upon r.c.lpt a' the r.turn 'ru. the A.,I.t.r a' WillS.
J. ILOCK.. I' the ....t '~I'I~ an this notlc. h.. been or will b. reportld ~ t.. p.ld with the P~'vlvenl. Inhlrltenc.
TI. R.turn 'U~ bV the decedent', repr..."t.Uv., plec. .n ..... In block "I" of P.rt I of thl "".p.ve,. AllpoII.l" 'ICItlon, Sian CNM
copy end r.turn to tn. PA O'Plrt-.nt of R.v~, lur.eu of Indlvldull T...., O.pt Z.0601, H.r,.l.bur" PA 171ZI~0601 In the
~.IQpe provided.
s. It DCa C . I' tho notSc. Infor..tlon I. Incorr.ct endlor deduction. .r. ~Ina oilSeed, check block "C"' end c~l.t. P.rt. 2 ~ 5
'(j(j~rdlh8 to th. In.truotlon. b_l"... IUD" two cop I.. Met .11bII1t t.... with vou,. cheek for the HOUrIt 0' t.. p'VIbI. to the A..ht.,.
0' Willi of the countli' Indh:.t~. The PA O.".rt.-nt 0' AlvlnUI will h...,. III official ........"t (For. Rt:V-U4I EX) ..IpOf1 ,..c.lpt
0' the r.turn ',.oe the A..I.t.,. 0' Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Ent.,. the dlt. the account original Iii' w.. ..tlbll.hId 0,. titled In the .enner ..I.tlng .t d.t. 0' d..th.
HOTEl For. d1c~t dying "t.,. Irlll/IZ, Account. ~Ich the decedent put In Joint n.... within one (1) v..,. 0' de.th .,..
taxlbl. 'ullli' .. tran.',,,,, Howev.r, thlr. I. III ..clu.lan not to ,.c.1d 'S,OOO plr t,.an.,.,... r...rdl... 0' the vatu. 0'
the IlOcount 0,. tt. flUIIbI,. 0' IClCOU'1t. held. "
I' . daubl. ..t.,.I,k (MM) appe.r. belor. you,. 'Ir.t na.e In the addr... portion 0' thl. notJc., the '5,Oaa ..clu'lon
alrndy hili bien dlductld 'roe the eccOWlt b.hnc. .. rlpOrtld bli' the fI'*MII.I In.tltutlon.
2. Enter the tot.1 b111W\C. 0' the IClCount InolucUng Int.,...t IClcrUld to the date a' death.
5. The ptIf'Cant 0' the eccount that II ta.abla 'or .ach survivor II dlter.lnvd II 'ollow'l
A. TM p.rc..,t t..labl. lor Joint ...... ..tlablhhN lOre thin one V"" prior to the dlCed....t.. d..thl
h}
I DIVIDED IY TaTAt I<<.ICIlA OF'
JOINT DWHE:RI
Elc....I., A Joint ....t rqllt.rad
DIVID[D IY TOTAL fUtllA OF' X 100 . PERCEHT TAXAILE
SlRVIVlNa .KIINT OWNERS
In the nMI 0' thl decedent end two other person..
1 DIVIDED IY S (.JOINT OWNERS) DIVIDED IY Z (SURVIVORS) - .167 )( lOO . 16.7% (TAXAILE FDA EACH SURVI~)
I. The perc..,t ta.labl. fo,. ....t. cre.tld within 0fMI V'''' 0' the dacedent". d..th or ItCCOW'lh owned by thl decadent but held
In tru.t lor anothe,. Individuate.) C t,.u.t benefJclarluh
I DIVIDED IY TOTAL HtJ<<IE:A OF SURYIVIHG JOINT
OWNERS DA TRUST aEHEFIClAAIES
X 1 DO . PERC[H1' lAKAIL E
Elil-.I.I Joint account reght.rld In the n... of the ct.c:edlnt end two othe,. person. and ..tllblbhad within one V"r 0' d..th bli'
the d.cedlt'lt.
I DIVIDED IY Z (SURVIVORSJ - .50 X 100 . SOX (TAXAILE FON EACH SURVIVOR)
4. The eaount Subject to t.. (line 4J I. det.r.lned bli' sultlplVlng the account b.lanc. Clln. ZJ bv the p.rcent ta.abl. (lIne 5).
5. Ent.,. the tohl 0' thl cMbb and deduotlon. listed In Part S.
6. ThI MOUnt ".IIbI. Ulna 6J i. d.tar.lnset bli' .Ublractlng thl DlDU ana dlcJu(,UOtl. (H,,. !I, '.-cHi 1M -..our'" .,y,Jac.t lu Ie" (1J,,.. Ii).
7. Ent.r thl ~roprl.t. t.. r.t. (line 7) .. d.t.r.lned below.
A. For d.t.. 0' de.th occurring .It.,. 6/50/94, thl ta. r.t.. lor tran.f.r. to SPOU'" .r. a. lollow.,
I. O.t.. 0' d..th on or .,t.r 7/1/94 end b,'or. 1/1/95 thl r.t. I. lX.
Z. Dat.. 0' de.th on or .ft.r 1/1/95 tren.f.r. to Spaull. will b. t..ed .t ox tax r.t..
Not., For det.. 0' d..th prlo,. to 7/1/94 tran,'.r. to .pous.. .r. t..lbl. .t 6X.
I. Tr....f.r. to lineal da.cendant. InclUding I.thlr, ItDther, son, daught.,., grandchildren, .on-In-I...,
Gaught.r-In-I..., .tepchlld end thel,. I"us .r. taxlbl. .t .1. parcent (6~).
C. Tran.'.r. to .11 oth.r. Including brother, .I.t.,., unci., ~t, nephew and nlac. .r. t..lbl. .t 'I'teen percent (15~J.
D. If you chanalI thl tax rat., pl.... sPICllv your relatlonahlp to thl ct.c:ldlnt In thl ar.. provided.
e. ThI MOUnt 0' tax due (line I) I. datar.lned bv wltlplvln, ttM MOtJr'lt t..abl. (UI'III 6J by the ta. r.t. Ulna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
All~l. debt, end daduotlon. ar. ~t.ralnad .. lollow..
A. You 1...llv .r. r..pon.lbl. '0,. pa~t, or the ..tat. .ubJect to adalnl.tratlon bV a ptr.onel repr'lInt.tlv. I. In.u"lalent
to paV' the deductlbl. It....
I. Vou "twllli' p.ld the debt. .U.,. dI.th 0' the dKadlnt and c.., lurnhh proa' 0' pav.nt.
C. Debt, being clalsed .u.t be It..laed 'ullV' In P.rt J. I' additional aplC. I. needId, u.. pl.ln papa,. . Ill"' . II". Proo' 0'
P'VMnt ..y be; r.....tld bv the PA o.p.rt-.nt 0' ReVIl'lUl.
;):,.'.". : . ~ ""., ':'::""''::,' " "TAXPAVER>ASSISTANCE'" ""',,' ,"..,,,":,.., ...",,,,.,,,.',....
'.. ' . ":':,':""::'iiY"IF> YOU NEED: FURTHERINFORMATlON:: OR .' ASSISTANCE,' CONTACT ANY:>:'
.:,:RE9ISTEROF,WILLS,PADEPARTHENTOF REVENUE DISTRICT OFFICE" ,'" ," ,,"
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REV-1543 EX AFP (7-951_
COHMONWUUU Of PENNSYLVANIA
DUARftU:NT Of' REVENUE
BUREAU OF IHOIYIDUAl 'A~ES
DEPT. za06DI
HARRISBURa, PA 17111.0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ESTATE OF MARY D DIEHL
S,S, NO. 16B-26-5463
DATE DF OEATH 05-27-95
COUNTY CUMBERLANO
21 ~ '1~~. -,.1..':)'
95140067
08-15-95
TYPE OF ACCOUNT
~ SAVINaS
CHECKINa
TRUST
CERTIFICATE
FILE ND.
ACN
DATE
EVA E FDRRESTER
248 NEWVILLE RD
SHIPPENSBURG PA 17257
REHIT PAYHENT AND FDRHS TD.
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HELLON BANK NA h.. provided the Dapart.."t with the inlor..Uon lIated balow which h.. bIen u..d In calculating thl
potent I.. tlM due. Thllr r.card. Indlcat. that at the d..th of the above dacad."t, you ...t. . Joint own.r/baneflcl.rv of thl, account.
Jf YOU '..1 thl, Infor..tlon 1. Incorr.ct, pl.... obtain ..,Itt." corr.ctlon fro. the ,Inancl.l 1"ltltutlon, .tt.ch . copy to thl, 'or.
~ r.turn It to thl abovI .ddr.... Thl. account 1. t.Mable In accordanc. with lhe Inheritance YIM L.... 0' thl Co..onweelth 0' P.nnlvlvanl..
""'..'Iona ..V bl an.Vllred by u11lng (fl7J lel-fUZI.
COMPLETE PART 1 BELDW . . . SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIDNS
Account No. 884-019-8314 D.t. 12-20-94
Eat.b11shed
Account Bolanc. 1,879.62
P.rcant T..abh M 50 .000
....ount Subj.ct to T.. 939,81
T.. R.t. M .06
Potenti.l T.. Iluto 56,39
PART TAXPAYER RESPONSE
[!] I,FAILURITO RISPOHII;WXLL:RUUL T,IH,AN '. OF,flXCXALTAX' ASSUSHEHT BASED.:' OH:,'rHXS)HOTICIt
.... fi{1 Tha abava Infur.atlon Met t.x dUe I, correct.
~ 1. You ..y chaa.e to r..lt p.".ent to the R~I.t.r of Will. with two copla. of thl. notlca to obtain
. dl.count or avoid Int.r..t, or YOU ..y check box "A" and return thl. not lea to the RIOI.tar of
Will. and .n offlcl.1 .....~t will be l.sUld by the P'" Depart.ant of Rev.nue.
To In.ur. propar credit to your account, two
(2) copl.. of thlt notlca .....t .ccOIlpIllnY )'our
payaant to the R.gl.tar of Will.. Haka ch.ck
payabla tor "Regl.t.r of Will., Aaant".
HOTEr If tax payaant. .ra ald. within three
eS) .unth. of the decadent'. data of daath,
YOU ..y deduct a 5X discount of the t.x due.
An)' Inharltanca tax due will bac08a dallnqu.nt
nine (9) aonth. .ft.r the data of d..th.
[CHECK ]
ONE
BLDCK
ONLY
B. c:J Tha abova ....t h.. been or will ba r.ported and tax p.ld with the P.nn.ylvanl. Inherltanc. Tax raturn
to b. fll.d b)' tha dacad.nt'. repr...nt.tlve.
C. c:J Th. abava Infor..tlon It Incornct end/o~dabtl and deduction. VIIn paid by YOU.
You IN.t cOllplata P...RT 0 and/or PART ~ b.loN.
If you i~dic.ta . diff.r.nt t.K r.t., pl.... at.t. your
r.l.tionship to d.cad.nt,
"';,.,iOFFICIAL ,U~EONLViOAAFi
'. PA' DEPARTMENT OF.REIIENUE!
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PART
~
TAX R!TURH - COMFUiATICN
LINE 1. D.t. Eat.blish.d
2. Account O.lanc.
3. Parcent T.x.bl.
4. AMount Subjaot to raK
5. Dabt. and Daductions
6. AMount r.xabl.
7, T.x Rat.
8. Tax Du.
or TAX eN JC:::T,'Tr:.ucr I.:cou::re . rAZr"< ';
i
'2
,3
"4
5,'
,./t
8
DEBTS AND DEDUCTIDNS CLAIMED
1
2
3
4
5
6
7 M
8
M
PART
[!]
DATE
DESCRIPTION
AMOUNT PAID
PAID
PAYEE
I
TOTAL CEnt.r on Line 5 of T.x COMPUt.tion)
I
I
Und.r pan.ltia. of p.rjury, I d.clar. that the fact. I
/II} cOlIPlat. ~o the beat of .y knowl.dge and, b.liaf 'C.J!.i"/
l ,<&1. /.L.,~-". t CU"z..~ rJr1d'/';:~ r;,0, ~--I- / 'J1'l
TAXPAVE S NAT
have r.port.d above .r. true, corract
HOME (7/7). ?~.l.? -, S-:lJ I
WORK ( cr:., --'-, _
TELEPHONE N1JMllER
-
~-ft-9{
DA
GENERAL INFORMATIDN
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"ENT with IaPPllc.tJh Inh,.... b"M on Infor..Uon
'ubIIJtt~ br the f1MnOJal InltStutlan.
10 JMtirltllnC1 t.. bK... delinquent nlMl Hnth. .ftu the decMlen.', data of d..th.
S. A Joint IICCount II 'a..tII, Iven though the dac.dent', "... .... IMScMd '1 . ..tt.r of convM1WW:I.
4. 'OCDWlt. (JnolUdlnt tho.. held tMt...." hulb~ MIl "lIa. which the decedent put In Joint n.... within one ~..,. prior to
death ar. ful1r tlwabl. .1 tren".r.,
5. Account. ..t_thhed Jointly b.t...." husbllnd IIncf "U, _n thwl one wa.,. prior to .ath ara not ,...bl..
I. AccCMIlh held h . dK...... "In trust for" IInGlher Dr othen It. toabl, fulh'.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. IlDCX A .. If the In'or..Hun Met cOIIpUhtlon In the notJu .ra corr", Ilnd deducUon. ara not tMlng clalMd, pl.1 ." .....
In block ",.. of P.rt 1 of the *f1.pI,',. R..POn.... notion. SI., t~ copl., Met .UbIlIt lr.. '11th wour check far the MOUnt of
hx to thIi AlIGht.,. of NUh 0' the CDW1ty Indtcated. TlM PA o.,.rtunt 0' R.v~ w!ll I"IN ., offlel.1 .........,t
CFor. RfV.I541 EX) upon rac.tpt 0' the r.turn 'r~ the A..I.t.r 0' Ntll..
I. _loa. - If the ...at 'PMIfI~ on thh noUu ha. been or wtll be reported Ilnd t.. Plld with the P""""vIY1W1la IntMrltMC.'
Tlx A.turn '!led bV t". decadent'. repr..lIOt.Uva, placa an "")C" In block ..... 0' P.rt 1 a' the "Tallp.v.r AUPOlll." .ecUon. 11un on.
copy and raturn to the PA o.p.rt-.nt 0' R.venue, lur..u of Indtvtdual T.ll." Dept 210601, H.rrl.burg, PA 171ll.0601 In tha
anv.lope provided.
S. lLoa C . If tha nollea In'or..tlon h incarrHt and/or deduction. .ra b.lng ollIMd, chack block "C" WId cOllPI.t. P.r.. I and S
Kcordlna 'U U.. InatructlOlu b.lo". IJD"l two corl... ""c1 ~1"'.1t th.. ..Ith VDUr ctMck for the MOUnt 0' t'll pavtbla to tfM R-srht.r
of Will. a' the county indicated. T". PA Dap.rt-.nt a' A.vlnUl will I..UI 110 a"lci'l ........"t CFor. Rrv.I541 EX) upon rHaipt
of the r.turn froa the A.gl.t.r 0' Will..
TAX RETURN - PART 2 - TAX CDMPUTATION
LINE
I. [nt.r the data the sccount orlgl~llv w.. a.ttblt~ or tltled In the aenner .xl.tlng .t d.ta 0' d..th.
HOTEl Far a decedent dvtna .ltar IlIIZlUI Accountl Which thl dsc.."t pUt tn Joint naeaa wUhtn OM (I) v..r 0' h.th .ra
taxllb" fulh II tr".'lr.. ltowlv.r, thus Is an 'llolu.lon not to a"'clId 13,000 ,..r tr."..'.... rq.rdlau 0' the v.lu. 0'
t.... account or the nu.blr 0' .ccounts held. '.. . J
I' . doubla ..tarilk Cxx) ~kr. ba'or. vour 'Irat n... In the Iddr"1 portIon of th1. not1c., the 'S,ODO ,.olu.lon
.Iraedy he. bean deduoted fraa the account b.lMea II report~ bv the flnancl.1 In.tltutlon.
I. Ent.r thl totll b.lMea 0' thl IICCount InclUding Int.rllt eccrued to thl datI a' ....th.
S. ThI perclnt 0' the sccount that I. t..llbl. 'or ,sch .urvivar I. d.t.r.lned .a 'allow.,
A. Tha "rclnt hubl. 'or Joint ...... ..tllbUshed Mr. th., OM v..r prior to the decld~t'. de.th.
I DIVIDED IV TOTAL NUHIER OF
JOINT OWtEAS
EK-.plll A Joint ....t rlllat.rld
DIVIDED IV TOTAL HlICIER OF X 100 .. PERClNT TAXAILE
SURVIVING JOINT OWNERs
In the MIl' 0' tha dec:ldont WId two ather p.raona.
1 DIVIDED IY S (JOINT OWNERS) DIVIDED BY Z CstIIYIVORS) . .167 X lOa .. 16.71: (JAUILE FOR EACH SURVI~)
.. ThI parc."t taxabl. for ...... er.etad within OM y..r a' thl decldlnt'. de.th or aceaun.. awn.d by thl decldent but held
in truat for another IndlvidualCa) Ctrult blnl'ici.rl..).
I DIVIDED.Y TOTAL NUHIER OF SURVIVING JOINT
OWNERS DR TRUST BENEFICIARIES
X laO . PERCtHT TAXAllE
E",-.phl Jaint eccount r.ght.rld In thl MIl. a' the dIe.."t Met two other per.on. WKt ..tabU'hId within OM y..r a' d..th bv
the decadent.
I DIVIDED.Y I UURVIVORS) .. .50 X 100 . 501: (TAXA.LE FDA EACH stlNlVOA)
4. ThI IIOUnt 'ubJ~t to tax (1In. 4) i. d.t.r'lned bv .ultiplvlng the eccount b'lenc. Clln. 2) bv the parc."t '..lbl. Cli". S).
5. [nt.r the total 0' the dabt, ~ dlductlen, li.ted in Part S.
.. ThI HOwlt t.MIlbI. UI", 61 .. d.tsr'lned bv .ubtrltCtlng 'hi allbt. end alKlUcUon. Uln. ItJ 'raa thl 8ICUn lWOJMS\ \0 till UI". It;'.
7. Ent.r thl approprl.ta t.. r.t. CUn. 7) .. dat.r.in'd blIOtI.
A. Far d.t.. of dI.th occurring a't.r 6/30/94, thl t.. r.t.. 'ar tr."af.r, to 'POU'.' .r. ., fOllowa,
I. D.ta. of d.ath en or a't.r 7/1/94 end b,'or. 1/1/95 the r.t. i. S~.
z. D.t., 0' d..th en or .ft.r 1/1/95 tren".ra to .pau,., ..ill bI te.1d .t O~ te. ret..
Hot., For d.t.a of de.th prior to 7/1/94 tren,'.ra to 'pau'a, .r. taMabl. at 6X.
.. Tr.,afar, to Une.1 d"csndanta inoll.ldJng ,.ther, Mther, .an, daughter, IIrWMkhJ1drllO, .on.Jn-I....,
dauQhtar-in~llW, ,tepchlld ~ thlir I..UB .r. te.abl. .t ai", perc."t C6X).
C. Tran.f.ra to .11 othar. InclUding brothlr, aiat.r, unci., sunt, nephew end nlse. .r. t..Dbl. .t 'i,tean percent CI5X).
D. I' you chanoa the tax rat., pl.... .pecl,v Your rllatienthlp tD thl decadent In ~ .r.a provided.
I. The IIOUnt a' taM due Cline I) la d.t.r.ined by aultiplVlng the -.ount tallabl. (Ii". 6) by the t.. r.t. (II", 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIDNS CLAIMED
Allow.bl. debt. and deduction, .r. dat.r.lned .. 'allow"
A. Vou 1...lly are r'IPDn.lbl. 'or P.~t, or the ..t.ta IUbJaat to edainl.tr.tlon by a Plrsanal rapr..ent.tiv. i. lnsu"lclent
to P'V the daductlbl. It....
I. Vou ecluaUy paid the dabta .ltar death 0' the decldant IWMf CM 'urn Ish proa' a' paYMnt.
C. o.b.. being ol.iMd .,It be It.bld 'ully In Part S. If additional 'fiSC, I. nMded,. un p"in paper I lIr M U". Proa, of
P'V'Mnt ..v ba rlqUl.t~ by the PA Dep.rt.."t o( A.vlnUll.
:,,:., '.. """"~~''':::-''::':-'''''''':''':''" ,TAXPAYER/ASSISTANCE. '" " "":':-' " ", '<:>:'.".(.:,:
"", ':"::::::':"":::'}>:-'II' ,YOU NEED FURTHER INFORMATION, DR ASSISTANCE, CONTACT'ANY',. '" , ,"
'.':i('.REGISTER ", OF WILLS,PA 'DEPARTMENT OF REVENUE DISTRICT OFFICE,' ',.'
(',,' OR CALL THE BUREAUOFINDIVIDUALT AXES l." TAXPAYER, INQUIRY UNIT IN :,:. :'
'.', .(~ARRISBURGAT(717) 787~8327..TDDI :,(717)712-2252CHEARING IMPAIRED :,ONLV)'
.:":.;
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Joseph A, Macaluso
Allorncv al Law
9b 14 Rowe Run LOOII . Shlppen,bu'R. I'enn,ylv.,nla 17257
^dmltll'd 10 P,.ellee In
Pt'nmvlvanlo1. Nf!W leney, and Nl"W York
(717) 532.4832
February 16, 1996
Via Certl1led Mall Return Receipt Requested
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Mary 0, Diehl (Acct,No. 95140066; d,o,d, - 05-27-95) ~ / - q 5" - ? s 5"
Dear Sir/Madam:
I represent Clarence H, Forrester, who Is the surviving JDlnt owner of three bank
accounts maintained at Mellon Bank, NA In Shlppensburg, The other two Joint
ownel'8 were the above named decendent (my client's sister) and Eva E,
'I Forrester (my client's mother) Who died on August 29, 1995, My client 18 executor
of the Estate of Eva E, Forrester, I have received from my client and enclose
herewith In duplicate orlglnal six (6) separate Infonnatlon Notice and Taxpayer
Response fonns together with my client's six (6) checks representing payment of
the Inheritance tax as shown to be due on each notice.
Three of the fonns and accompanying checks pertain to the decedent's Interest In
the three accounts which passed to my client. The other three fonns and
accompanying checks pertain to the decedent's Interest In the three accounts
which passed to my client's mDther (Mr, Forrester has signed those fonns as
executor), The checks are all made payable to "Register of Wills, Agent.. Please
process the fonns and checks, If you need further Infonnatlon, please contact
me, Thank you for your assistance.
Sincerely,
4~.~.~
cc: Clarence H, Forrester
..
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AlIornev al Law
. 9614 Rowe Run Loop
,- , 'Shlppen,burR- Penn,vlvanla 172S7
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MAIL
02/ - Cj ()- 165"
Register of Wills
Cumberfand County Court House
Carflsle, PA 11013
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ACN
ASSESSMENT P:'
CONTROL 1;1
NUMBER
AMOUNT
CLARENCE H FORRESTER
"JI4006~
toel.8B
e4B NEWVILLE ROAD
SHIPPENSBURG. PA 17237
'OI:DHflf~
ESTATE INfORMATION.
m FI MSER
iii 21-1993-0733
m NAME Of DECEDENT LAST)
~ DIEHL MARY 0
II DATE F PAYMENT
B POSTMARK DATE
COUNTY
SSN 16B-26-3463
(fiRST) (Mil
CUMBERLAND
DATE OF DEATH
REMARKS
CLARENCE H FORRESTER
m TOTAL AMOUNT PAID
_621.BB
DO
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SEAL CHECK" 119 RECEIVED BY 1,1." 1.-1 I.. 0'/1 ".J~,) ,~'!~
' / ~GNArU" /
L' MARY C. LE'WIS '/
' REGISTER OF WILLS REGISTER OF WII.~S"
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EJ NAME Of DECEDENT (LAST)
II DATE Of PAYMENT
B POSTMARK
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CUMBERLAND
DATE Of DEATH
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ASSESSMENT P:'I
CONTROL 1;1
NUMBER
RECEIVED FROM.
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AMOUNT
CLARENCE H FORRESTER
V::ll'too.,,6
.o/v.uu
e48 NEWVILLE ROAD
SHIPPENBBURG, PA
17257
IO(OH,.f
SBN 16B-e6-~463
(fiRST) (MI)
REMARI(S
m TOTAL AMOUNT PAID
-570.00
DO
CLARENCE H FORRESTER
SEAL
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RECEIVED B~'//;;"I I ( ,': .
/ ~GNA'~~f
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MARV C. LEWIS ' ,', I.,
REGISTER OF WILLS
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CHECK" 118
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REGISTER OF WillS
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ASSESSMENT P:'
CONTROL iii
NUMBER
AMOUNT
CLARENCE H FORRESTER
.,;'101,6668
.1...0.97
248 NEWVILLE ROAD
SHIPPENSBURG, PA
172:57
ESTATE INfORMATION,
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U 21-199:5-07:5:5
!t NAME Of DECEDENT lAST}
a;I DIEHL MARY D
~ OJ. E Of P,Ii MENT
iii 02121/96
EJ POSTMARX DATE
COUNTY
saN 168-26-:5463
(fiRST) Mil
CUMBERLAND
DATE Of DEATH
0:5/27/93
REMARKS CLARENCE H FORRESTER
m TOTAL AMOUNT PAID
'140.97
DO
REGISTER OF WILLS
(, , .' "
RECEIVED BY J./(f /1 "( C. ,: (;/i M/) I' /''--',
I r ,'. .:'
MARV C. LEms .;,C ,"U11/I/'j
REGISTER OF WILLS '
SEAL
CHECKII 116
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RECEIVED FROM,
&
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
CLARENCE H FORRESTER
'f:)1 <tUU'f7
.1 ,"'I:';).UO
e4B NEWVILLE ROAD
SHIPPENSBURG, PA 17e~7
POtD HU'_
ESTATE INfORMATION,
~ I N MIER
IY e 1-199~-07~~
m NAME Of DECEDENT lAST)
1;1 DIEHL MARV D
II OJ. E Of PAYMENT
III POSTMARK
COUNTY
SSN 16B-e6-~46S
IflRST) IMII
CUMBERLAND
DATE Of DEATII
REGISTER OF WILLS
m TOTAL AMOUNT PAID _I , 4e~ _ 00
\. J I (.;- DO
RECEIVED BY/ I L i.,~ (" "../...,'1.' ?,().!---
(../ \ / /,"':IIi?'v' .(,J,..t(,
MARV C. LEWIS )?, I " . I II .
REGISTER OF WILLS (
REMARKS
CLARENCE H FORRESTER
SEAL
CHECK" 11:5
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RECEIVED FROM.
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AMOUNT
CLARENCE H FORRESTER
':1140066
.1.3:3....'70
'OtDH'"
24S NEWVJLLE ROAD
SHJPPENSBURG, PA
17257
1010 HI"
LAST)
MARY D
SSN 16S-26-546:3
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
REMARKS
CLARENCE H FORRESTER
m TOTAL AMOUNT PAID
.1,554.70
DO
SEAL
CHECK" 117
RECEIVED BY ,
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REGISTER OF WI LLS
MARY C. LEWIS
REGISTER OF WILLS
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RECEIVEO FROM.
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ASSESSMENT III
CONTROL I:iI
NUMBER
AMOUNT
CLARENCE H FORRESTER
<;'::)1"0067
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248 NEWVILLE ROAD
SHIPPENSBURG. PA
17257
'ICXDHU'
!STAT! INFORMATION.
!I FI N R
U 21-19915-0755
II NAM! OF DECEDENT llAST)
II OAT! OF PAYMENT
m POSTMARK
COUNTY
SSN 168-26-15463
IfIRST) IMII
R
REMARKS
CLARENCE H FORRESTER
m TOTAL AMOUNT PAID
$156.39
DO
REGISTER OF WI LLS
~;'/. /' /
RECEIVED BY / // I~'/; ../ \. ..x I' '.-to.,. ,:J ~'~<.....
( ,". ~ONA!e:/... ')..'
MARY C. LE~'IS .,;; "'1'~'f ,-
REGISTER OF WILLS
SEAL
CHECK" 120
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. REV-i548 EX AFP (12.95*
COHHOHWEALTH Of PENNSVLVANIA
OEPUntE:HT Of REYEMJE
BUREAU OF INDIVIDUAL TAX[S
PEPf. IIUOl
HARAI.IURG, Pi 171".0601
i
"
.
NOTICE OF INHERITANCE TAX
APPRAISEftENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIDN.t. AND ASSESSMENT DF TAX DN
JOINTLY .ELO DR TRUST ASSETS
DATE 04-29-96
COUNTY
CUMBERLAND
ESTATE DF DIEHL
MARV
D DATE OF DEATH 05-27-95
FILE NO, 21 95-0755
S,S/D.C. NO. 168-26-5463
EVA E FORRESTER
248 NEWVILLE
SHIPPENSBURG PA 17257
ACN
95140065
REMIT PAYMENT TOI
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt R..ltted
CUT ALDNO THIS LINE .. RETAIN LDWER PDRTION FDR YOUR RECDRDS ~
RE.V:i5iri-Ejf.AFii-ii1i:95i-.-..........----.........-..................--.--.....--...-.....................-.
NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLDWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 04-29-96
ESTATE DF DIEHL
11ARV
o DATE DF DEATH 05-27-95
COUNTY
CUMBERLAND
ACN
95140065
FILE ND. 21 95-0755
TAX RETURN WAS.
S,S/D.C, NO, 168-26-5463
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT DR TRUST ASSET INFORMATION
FINANCIAL INSTITUTIDN, MELLON BANK NA
ACCDUNT NO.
355-105288
TYPE DF ACCOUNT. (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-20-94
Account BalDnce
Percent Taxable ~
Amount Subject to Tax
Debt. and Deduction.
Taxable Amount
Tax Rate ~
Tax Dua
20,729.33
0.500
10,364.67
.00
10,364.67
.06
621.88
TAX CREDITS:
PAYMENT
DATE
02-17-96
DISCOUNT (+)
INTEREST (-)
.00
RECEIPT
NUMBER
AA1l2531
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTIDN OF THIS NOTICE
WITH VDUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MDNEV ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
621.88
621.88
.00
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST, ·
( IF TOTAL DUE IS LESS THAN 'I, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
'" '.
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PIMPOSl! Of
NOTlCEI
To fulfill t~ r.qulr..-nt. of S.ctlon 2140 of t~ Inherlt~. 8nd Estat. 'e. Act, Act 22 of 1991. (71 P.S.
Seatlon nUl.
PAYHEHTI
DetKh t~ top portion of this Notice and '1.D1t with your P'YHf'It to tM R.g""r af Wllb prlnt.d on t~
r.y.r.. llde.
.- Mak. check ar ~v ard.r plyabl. tal REelSTER OF WILLS, AGENT.
All P'WHnh rec.IYed shall flrlt b. applied to an" Int.r..t which ..y b. w., with anv r..alnder applI.d to thl t...
REfUND (a) I
A r.fund of . ta. cr.dlt, which .... not r.qua.tad on the t.. r.turn, "V b. r.qu..t.d b" caapl.tlng an "Appllc.tlon
for R.fund of Pann'vlyanla Inh.rltanc. 8nd E.tet. Ta." (REY.ISIS). Appllc.tlon. .r. .y.llabl. .t thl Dfflc. of
t~ R.gl.t.r of Wills, anv of thl IS R.yenue DI.trlot offlc.. or by c.lllng tM .p.cl.l Z4-hoUr an.warlng ..rvlc.
~r' for for.. ord.rlngl In Pann'Ylvanla l-aOO-562.20S0, out.ld. Pann.ylvanl. and ..I thin loc.1
Harrllbur. .r.. (717) 787-8094, TDDI (717) 772-2252 (Ha.rlng 1.,.lr.d Only).
DIJ[CTIOHSI Anv p.rty In Int.r..t not ..tl.fled ..Ith the appr.ls..ant, .llowancl or dl..lloNanc. of d.dUctlons or .......-ot
of ta. (Including discount or Int.r..t) .. .hown an thl. Hotlc. .." object ..Ithln sl.ty (60) d.". of r.c.lpt of
this Notlc. bYI
"Nrlttan prot..t to the PA Dep.rt.."t of RIY'nu., loard of App...., Dapt. zalO21, H.rrlsburg, PA I11Z8-1021, OR
...lecUng to h.y. t~ ..tt.r d.t.r.IMd at the audit of thl account of thl par.on'l rlPr..antIUya, OR
..app..1 to thl Orphans' Court
AOftIN-
ISTRATlYE
CORRECTlOHSi
Factual..rror. dl.cov.rad an this ......-.ot .hoUld b. addr....d In Nrltlng tal PA Departaent of R.y~,
lur..... af Indlvldu.1 T...., ATTNI Pa.t A......ant R.yla.. Unit, DEPT. 210601, ttarrhburg, PA 17128.0601
Phone (717) 787.6505. S.. paga 5 of the bookl.t "In.tructlon. far Inh.rltance Ta. Raturn for. Aa.ldent
Dec.dent" (AEY.1501) far an ..planatlon of ~Inl.tratlv.lv corr.ctabla .rror..
DISCOI.ffTI
If an" ta. due Is p.ld ..Ithln thr.. (S) c.lsnder .anth. after the d.c.d.nt", death, a fly. p.rcant (S~)
discount of the ta. paid Ie allow.d.
INTEREST I
Int.r..t Ie charged b.glnnlng with first dev of dallnquency, or nln. (91 aanth. and on. (I) dav
fraa thl data of daath, to thl d.t. of pay..nt. T.... which bac... d.llnquent bafor. January 1, 1'82
blar Int.r..t .t the r.t. of ,I. (6%1 p.rcant p.r ~ calculat.d .t . dallv rat. of .000164.
All tax.. which bac... d.llnquent an or .ft.r Januarv 1, 1912 will b.ar Int.r..t at . rat. which will v.ry fr~
c.land.r v.ar to c.landsr yser with that r.t. announced bv thl PA D.part.ent of R.yanua. ThI appllcabl.
Int.r..t rat.. for 1'82 through 1996 .r'l
19ar
1985
..14
1915
1'.'
..Int.r..t
20X
1'%
!IX
UX
lOX
I. calculatad ..
.00n41
.OOOUI
.00nOl
.000SS6
.000274
fallow"
l:ur Int.r..t AlIt. De.I'I Int.r..t FlNltol"
1917 'X .000247
1'11.1991 !IX .00nOl
I'" OX .000247
1995.19M 'X .GOO192
1995.1996 .X .000247
tIIr Int.r..t Aet. 0.11'1 Int.r..t Fectol"
INTEREST . BALANCE DF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"An" NoUc. ".ued .ft.r thl ta. baco... d.llnquent will nfl.ct an Inhr..t calculation to flft.an US) dav'
be"and the data of the ......lIftt. If pay-.ot .. ... aft.r thl Int.r..t cOllPUt.Uan d.t. shown on thl
NoUc., addltlon.1 1nt.r.st .u.t be calcul.t.d.
1 i
...R!V-1548 EX AFP 02.95*
C~AlTH OF P[NNSYlYANIA
DEP"'THlNT Of' AEv[NUE
IUREAU Of' INDIVIDUAL TAXtl
OEPT. ra06a 1
HARRIIIURa, Pi 17111-0'01
I
(,
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTION... AND ASSESSHENT OF TAX ON
JDIHTLY "ELO OR TRUST ASSETS
DATE 04-29-96
COUNTY
CUMBERLAND
ESTATE DF DIEHL
MARY
D DATE OF DEATH 05-27-95
FILE ND, 21 95-0755
S,S/D,C. NO. 168-26-5463
CLARENCE H FDRRESTER JR
248 NEWVILLE
SHIPPENSBURG PA 17257
ACN
95140066
REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE. PA 17013
A.ount R..Ut.d
CUT ALDNO THIS LINE ... RETAIN LDWER PDRTION FDR YOUR RECDRDS ~
R-{y:is4-i-ii(.AFji-ii1f:9Sj....................................................-...............................
NDTIC! DF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLOWANCE DF
D!DUCTIDNS, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
DATE 04.29-96
ESTATE OF DIEHL
MARY
D DATE DF DEATH 05.27-95
COUNTY
CUMBERLAND
ACN
95140066
FILE ND. 21 95.0755
TAX RETURN WAS,
S.S/D.C. NO. 168-26.5463
(X) ACCEPTED AS FILED () CHANGED
JDINT OR TRUST ASSET INFDRMATIDN
FINANCIAL INSTITUTIDN, MELLON BANK NA
ACCDUNT NO.
355-105288
TYPE DF ACCOUNT, (lO SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-20-94
Account Balance
Percent Taxable X
Amount Subjact to Tax
Debta and Deductiona
Taxabla Amount
Tax Rate X
Tax Due
20.729.33
0.500
10.364.67
.00
10.364.67
.15
1.554.70
TAX CREDITS:
PAYMENT
DATE
02-17-96
RECEIPT
NUMBER
AA1l2533
DISCOUNT (+)
INTEREST (-)
.00
NDTE. TD INSURE PRDPER CREDIT TO
YDUR ACCDUNT, 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
1,554.70
1,554.70
.00
.00
.00
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN II, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUND,
SEE REVERSE SIDE OF TillS FORH FOR INSTRUCTIONS. I
.
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,-, II
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'-'I'Oj
:!"' ;~
:=:21H
&>'0
-
PIJRl'Ot[ t1f
NOTICE,
To fulfill the requlr...nt. of S.atlon 2140 0' the rnherlt~. ~ E,tat. ,.. Act, Act zt 0' .991. C7Z P.I.
SMUon IUD).
PAYHEHh
Oet~ \hi top portion 0' thl, Hotlel ~ .~lt with ~our ,.,.ent to the R..ls..r 0' Will. printed on the
rlVI"1 .lde.
-- Haka chKk or IIOMY order payallll tal REOISTER OF WILLS, ACl:HT.
All PIYHt\tl received aMU Ura' ba !aPPlied to any Int.,..t which ..y ba due, with "'V ,...Indar IlPPUad to the tllC.
REflItD lCA) I
A r.fund of . ta. crldlt, which .... not r.~.t.d on the t.. r.turn, ._y b, r.qulltad bv co.platlng an "application
'Dr R.fund of penn.vlvanla Inharlttnel and E,t,t. 'I." (REY-ISIS). ApplicatIon, .r. Ivalllbl. at the OfficIo'
the RIal..., of Will., any of the 2J R.venue DI.trlct o"lcI' or by cll11ng the ,plclal Z4~hour ..,....rlna ..rvlcl
~r. for for.. ordering. In Penntylv~la 1-.00-36Z-2050, out.lda P~.vlv~la and wIthin locll
"-rrl.burl .ra. (717) 7.7-.094, TOOl (717) 772-2l52 (He.rlnl lIP' Ired Only).
O.JECTIONSI Any p.rty In Intlr..t not ..tl.fled with the apprll...ent, al10N8nC' or dl..llow.nca of dlductlon. or .......ent
of t.x <Including dhcount or Intlrut) .. shown on this Hotlcl ..y obJ.ct within '''tv (61) dlY' of r.celpt of
thh Haticl by.
.-wrltten prot.at to thl PA Dlplrt.ent of RIVenul, Bo.rd of Applll., D.pt. 2.1021, H.rrl.burg, PA 1712.-1021, OR
"llectlng to h.v. the ..thr cktt.r.lned at the IMJdIt of the account of the .,.rlon.1 r.pr.tenhllv., OR
.-."..1 to the Drphan.' Court
ADttIH-
ISTRAlIVE
CDRRtClIOKS.
Factual arror. dl.covarad on thl. .......ent .hould ba .ddr....d In wrltlnl tal PA Dap.rtaant of Ravenua,
Burlau of tndlvldull T'XI', ATTH. po.t A......ent R.vla", unit, DEPT. 2.0601, Harrl.burl, PA 17121-0601
Phone (717) 7.7-6505. See pega 3 of thl booklet "In.tructlon. for Inherltenca T.x Raturn for. R..ld.nt
Dae~t. (REV-1501) for an .xplan.tlon of Idalnl.tratlv.ly corr.ctabl. arror..
DISCOUNT.
If any tlX due I. p.ld within thr.. (S) e.land.r aooth. .ft.r thl d.e.dent'. de.th, I flvl percent (5X)
dl.count of the t.. p.ld I. allow.d.
INTEREST.
Int.re.t I. ch.rged beglnnlna with flr.t d.y of delinquency, or nine (9) .ooth. and one (1) dlY
fru. thl d.tl of d..th, to the date of P'1IeOt. T.xI. which bae"l dlllnquent bafora Jenulry 1, 19.2
balr Int.r..t .t the r.t. of .Ix (6X) p.relnt p.r ~ ealeul.tld at a d.lly r.ta of .000164.
All taxa. which b~... delInquent on Dr .ftar Jenuarv 1, 19.2 will b.ar Intara.t at . r.tl whIch wIll v.ry fru.
cal~r y.ar to c.l~r ya.r wIth that rata ~e.d by thl PA O.p.rt-.nt of R.v~. The appllcabl.
Int.r..t r.t.. for 1982 through 1"6 .r'l
'We tntlr..t Rllt. 0,11", Internt Factor 'We Inhr..t Aet. Dllllv Intar..t Fletar
1911 20X .0005U 1917 'X .oooZ't7
un ,ox .00041' 1911-1991 llX .000101
.... IIX .100301 19" ox .GDDZU
191' ISX .000356 1995-1994 1X .DDoln
19" lOX .000274 1995-1996 'X .00DZU
--lnt.n.t 1. ~.Icul.tad .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hatlc. I..ued aft.r the t.x bec~. delinquent vlll r.fl.ct en Int.r..t celcul.tlon to flft.en (IS) d.y,
btyond the d.t. of the ........,t. If p.pant It aeda .ft.r the Intlr..t coaput.tlon d.t. lhown on the
Hotlc., ad.tltlon.l Int.r..t w.t be celcul.ted.
\.
~ RltV-15ft8 ItX AFP (12-95*
CO""OHWUL TIl OF PfNHSYl\lAHla
DEPAATHE"T OF FtEV[NlI:
BUREAU or INDIVIDUAL TAkES
DfPT. 110601
llAAAIIIUAO, PA I1lZ'~D6Dl
") (r
-I
(
NOTICE or INHERITANCE TAX
APPRAISEHENTl ALLONANCE OR DISALLONANCE
Dr DEDUCTION"" AND ASSESSHENT OF TAX ON
JOINTLY "ELO OR TRUST ASSETS
DAT! 04-29-96
COUNTY
CUMBERLAND
ESTATE OF DIEHL
MARY
D DATE OF DEATH 05-27-95
FILE NO, 21 95-0755
S,S/D,C. NO. 168-26-5463
EVA E FORRESTER
24B NEWVILLE RD
SHIPPENSBURG PA 17257
ACN
95140067
RltMIT PAYMltNT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
I A.aunt R..ltt.d
CUT ALDNO THIS LINIt ~ RltTAIN LDWltR PDRTIDN FDR YOUR RltCORDS ~
hifv:isiri-iif-AFP--iiz-:9Si-------------------------.----------------------------------------------------------
NOTICIt OF INHltRITANCE TAX APPRAISEMENT, ALLDWANCE OR DISALLDWANCE OF
DEDUCTIDNS, AND ASSESSMENT DF TAX ON JDINTLY HELD DR TRUST ASSETS
DAT! 04-29-96
ESTATE OF DIEHL
MARY
o DATE OF DEATH 05-27-95
COUNTY
CUMBERLAND
ACN
95140067
FILE ND, 21 95-0755
TAX RETURN WAS.
S.S/D,C. NO, 168-26-5463
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, MELLON BANK NA
ACCOUNT NO.
884"019-8314
TYPE DF ACCOUNT. () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 12-20-94
AccDunt Ba18nce
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
1 .879.62
0.500
939.81
.00
939 .81
.06
56.39
TAX CREDITS I
PAYMENT
DATE
02-17-96
RECEIPT
NUMBER
AA112532
DISCOUNT (+)
INTEREST (-)
.00
NDTE, TO INSURE PRDPER CREOIT TD
YOUR ACCDUNT, SUBMIT THE
UPPER PORTIDN DF THIS NOTICE
WITH YOUR TAX PAYMENT TD THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY DRDER PAYABLE TD,
"REGISTER OF WILLS, AGENT,"
AMOUNT PAID
56.39
56,39
,00
.00
.00
TDTAL TAX CRltDIT
BALANCIt DF TAX DUIt
INTEREST
TDTAL DUIt
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. ·
( IF TDTAL DUE IS LESS THx" Ii, 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 FORH FOR INSTRUCTIONS. I
it. ,
"''''-
~~ ~ :rJ~
3;;>. ~8
O' .
tt: , ) ;a 'u ~...
:.J , .' 0
~' ~lj I'D
-, U.
i ~ (, f~J
~7" -" ;1;
;a "":-:(;
.: :1 =:(ll
c. 0 Ui'a
;g~ w
-.J
PURPOSE Of'
NOTICE, To fulfSll the r..,lr...,t. af SeaUon 2140 af the Im.rltMC' end E.ht. hx Act, Act ZZ of 1"1. (72 P.I.
s.cUan 2140).
PAYl'IEHTI DetKh the top portion of thll NoUe. end IUtMtlt with your P'VMI'It to the Aegllbr of NUIe prSntad on the
r."'n. .S..
e. KIk. cMck ar MM'MV order p.vabl. tOI REalSTER OF NULS, AGENT.
All papenta ree.Sv" ahlill flrst bIi IlPPllad to any intlr..t which ..y ba dua, ..Ith anv r...lodar IPPUecI to the tax.
AEF\JNU (CA)I A r.fund of . tllC cradit, which .... not raqull.tad on the talC raturn, "V bIi reque.ted by eapl.tlng an "Appllc.tlon
far A.fl.Rl of Penn'Ylvanla lm-rUanee and E.tata TalC" (REV-1SIS). Applic.tion. ar. av.Uabl. at the afflee af
thl Aegl.t.,. of NIll., any af the 25 A.venue Di.trlct Dff1e.. or by c.ll1na the .pacl.1 24-hour an.w.rl"l ..rvlc.
nuabar. 'or far.. orderlngl In PennSYlvanl. 1-100-562-2050, out. Ide Penn.ylvanla and ..lti,ln local
Harr1abur. .t., (717) 717-1094, lDDI (717) 772-2252 (He.ring I~alrad Onlv).
DlJECTlDHSI Any p.rty In Int.,...t not ..t"fled ..lth the appr.......t, allowane. or dl..Uowane. of daductlon. 01'" ........"t
of t.. (Including d"count or Intar..U a. .hown on this Katie. .ay abJMlt tdthin .Ixty (60J dlin of rec.lpt of
th.. KaUc. bYI
--..rlttan prot..t to the PA Dap.rt-.nt of R.venue, loard of Appa.I., n.pt. 211021, Harrl.bur., PA 17121-1021, OR
....INtlng to hlv. the ..tt.r d.t.r.lned at thl BUd1t of the account of the ~r'ONlI rlflr..antatlv., OR
"-ap~.1 to the DrphM.' Court
AOftIN-
ISTRATlYE
CORRECTIONS.
FlGtual .rrar. di.cov.r.d on thl. ......aant lhauld b. addr...ad In "r1tlng tal PA Dap.rt-.nt of Ravenue,
lur.au of Indlvldu.l T.lC.., ATTH. Po.t A.....-.nt A.vl... unit, DEPT. 210601, ",rrlabur., PA 17121-0601
Phone (717) 717-6505. Sea pega 5 of the bookl.t "In.tructlon. for Inherltanc. '.x R.turn for. A..ldint
Dacadant.. (REV-ISDI) for an .xplan.tlon af ~Inl.tr.tlv.lw carr.ctabl. .rrar..
DISCOlltTI
If ~y tax due I. p.ld ..I thin thr.. (5) c.land.r aonth. .ft.r the dac~t'. de.th, . flv. ~reant (5~)
dllcount of the t.lC paid .. .Ilowed.
INTEREST.
Int.r..t I. ctUlrlllMt beglmina ..lth Ur.t day of delinquency, or nine (9) aonth, and ana (I) day
fraa the d.t. of dII.th, to the d.t. of p.YMftt. T.... lilhich bec_ d.lInquent bafor. JWlUIry I, 1912
be.r Int.r..t .t the r.t. of .1x (6X) parcent ~r annu. c.lcul.tMt .t . d.11y r.t. of .0DOI64.
All tax.. which ~ delinquent on or .ft... January I, 1'12 ..III ba.r Int.r..t at a r.t. which ..ill v.ry fraa
c.landar yaar to ca1and.r y..r ..lth that r.t. ~ad by the Pi Dep,rt..,t of R.v.".".. The appllcabla
1nt.r..t rat.. for 1912 thrDUllh 1996 .ral
~,' j
.,'1
i1:~j
.".','
,
j
j
,I
,:1
"/1'
;1
q
'f.
1}!
':if
"
'tI1r Int.....t R.t. O.l1v Inter..t Feetar
xur
Intare.t A.t.
D.ltv Int.r..t ~aator
1'12
1'15
1'"
lta5
lta6
--Intlr..t
'OX
IIX
IIX
ISle
lOX
.. c'lculated ..
.OOOMI
.aDOU'
.GOOSOl
.00OS56
.000274
faUc*"
1'.7
n....I"1
I'"
1995"1""
1995-1'"
9X
IIX
'X
n
'X
.000247
.GOOSOl
.000247
.OaDI'2
.000247
IIITEREIlT . aALANCE DF TAX UNPAID X HVIIaER DF DAYa DELINQUENT X DAILY IHTEIlEST FACTOR
."Anv Hatlc. I..uad .ft.r the talC bac~. delinquent ..It I r.flact ~ Int.r..t c.leui.tlon to flft.-n (IS) dlv.
beyond the d.t. of the .........t. If p.",,"t .. ... eft.r the Int.r..t coaput.Uon d.t. shown on the
Hatle., additional Int.t..t .u.t bIi calcul.tMt.
REV-1548 EX AFP (12-95*
COHHOHWEILTH OF PENNSYLVANIA
DlPARTHENT Of REYEMJE
BUREAU OF IHDIVIDUAL TAXES
KPT.II0601
HARRISBURG, PI l11rl-0601
NOTICE OF INNERITANCE TAX
APPRAISE"ENT, ALLOMANCE OR OISALLOMANCE
OF DEDUCTION ,.AND ASSESS"ENT OF TAX ON
JOINTLY nELD DR TRUST ASSETS
DATE 04-29-96
COUNTY
CUMBERLAND
ESTATE OF DIEHL
MARY
D DATE OF DEATH 05-27-95
FILE NO. 21 95-0755
S,S/D,C, NO. 168-26-5463
CLARENCE FORRESTER JR
248 NEWVILLE RD
SHIPPENSBURG PA 17257
ACN
95140068
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
AMount R..ltt.d
CUT ALONG THIS LINE ~ RETAIN LDWER PORTION FOR YOUR RECDRDS .....
Ri!v:is4-i-EiC-AFp.-ii1i:9Si-------------------------.----------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLDWANCE OR DISALLDWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX DN JDINTLY HELD DR TRUST ASSETS
DATE 04-29-96
ESTATE OF OIEHL
MARY
D DATE DF OEATH 05-27-95
CDUNTY
CUMBERLAND
ACN
95140068
FILE NO, 21 95-0755
TAX RETURN WAS.
S.S/D.C, NO, 16B-26-5463
(X) ACCEPTED AS FILED ( ) CHANGED
JDINT DR TRUST ASSET INFDRMATIDN
FINANCIAL INSTITUTION. MELLDN BANK NA
ACCDUNT NO.
884-019-8314
TYPE DF ACCDUNT. () SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 12-20-94
Account 8alanca
Parcent Taxsbla X
Amount Subject to Tax
Dabta and Deductions
Taxeble Amount
Tax Rate X
Tax Due
1,879.62
0.500
939.81
.00
939.81
.15
140.97
TAX CREO:Z:TS:
PAYMENT
DATE
02-17-96
RECEIPT
NUMBER
AA1l2529
DISCOUNT (+)
INTEREST (-)
,00
NDTE, TO INSURE PROPER CREDIT TD
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION DF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER DF WILLS AT THE
ABDVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
140.97
140.97
.00
.00
.00
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF ~AID AFTER TillS DATE, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST, .
I IF TOTAL DUE IS LESS THAN 'I, NO PAV"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU NAY SE DUE A REFUND.
SEE REVERSE SIDE DF THIS FORN FOR INSTRUCTIONS. I
.~"',...-.
'"
"
,
i
~
;
,
~~ ~ :n:JJ
,~2
,
; ;. -..
~~ ) ;S I)' (J
~;... I~
-. L
i. ~ g (....~
$'", ;g ~,.j
,:01,. ) ::"!ft.
V 0 ii>o
~~ (.j -
-J
PIA'OSE .,
NOTlCEI
To fulfill the requlr...nt. of section II~I of the I~rlt~. end E.t.,. T.. Act, Act II cf 1"1. C71 P.I.
hCltlon IIUI.
PAYtEHTI
DetKh the top portion of thh NoUc. end .w.1t ..lth your Plvant '0 the A....ter of Will. printed on t....
revtr.. .Ide.
.. .... chick or MMW order p.ylbl. tOI REGIITER D!I' WILLS, Ac:t:HT.
AU p.pent. rec.lved "'U flr.t be IIPPlled to .,y Inter..t which "W be due, ..lth My r...IrMl.,. epplled to the tu.
AEfUGI CCRh A r.hnd of . t.. credit, which .... not reque.ted on the tlx return, ..w be requ..ted by CDllPI,Ung M "Appllc.Uon
for R.fund of Pem.wlv.,l. Inherltenc. end Elt.t. T.x" CREV-lllS). Appllc.tlon. ere .v.lllbl. It the Offlc. of
the R..I.,.r of Will., .,y of the 2) R.venue DI.trlct Offlc.. or by cIIIl"l the 'Plclll "-hour .,....rlno ..rvlc.
~r. for for.. 0,....,.1"'1 In Pem.ylv.,l. 1-101-)6Z-1151, out.lde Penn.ylv.,l. end ..I thin lac.1
HIlrrhburt .,... C7171 7I1-ID94, TOOl (7171 nz-usI CHe.rlng 1.,.lred Onlw).
OBJECTIONS. Any p.rty In In'.r..' not ..tl.fled ..Ith 'hi appr.I...ent, .llowenc. or dl..llovenc. of deduction. 0,. ......eent
of tax Clncludlng dl.count 0,. Int.r..t) ., shown on thl' Notlc. ..y object wl'hln .Ixty (6D) d.y. of r.c.lpt of
'hll NoUce bWI
....,.Itt., prot..t to the PA Dep.rt""t of AlVenIJ', lo.rd of Appe.lI. o.pt. 211021, Harrhburg, PA 17121-1021" OR
...lecUnt to MY, thtl ..U.r cMt.r'IMd .t thtl Mldlt of the IICCount of the penonel r.,r"lnt.Uve. OR
--.,pe.1 to the Orphan.' Court
A'''IIN-
ISTA"TlIIE
CDRRECTJDHS'"I
'.ctu'l .rror. dl.cov.r.d on thl. ",.,.aent .hould b. addr....d In writing tOI PA Dep.rtaent of R.vlnUl.
aure..., of Indlv.du.. T..... ATTHI Po.t A.......nt A."I... Unit, OE:PT. 111611, ll.rrhOOr.. PA 1712I.06DI
Phone (717) 711-6505. I.. P'" I of the bookl.t "In.tructlon. 'or Inhlrlt8nC' '.x A.turn 'or. A..ldent
Oecld....t.. UtEV-15Dl) for an ..phn.Uon of .dllnhtreUv.h correctllll. ...ro....
OIItOUHT.
If any t.. due I. p.ld within thr.. ()) c.land.r lonth. .ft.r thl d.c.dent.. d..th, . 'Iv. percent (5X)
dl.count 0' thl tax p.ld I. .llowed.
INTEREST.
Int.r..t I. charged betlnnlng ..Ith 'Ir.t d.w of delinquency, or nine (,) eonth. end one (I) day
froe the date of da.th, to thl d.t. of p.r-.nt. t.x.. which bee... delinquent b.for. Jenu.ry I, I'I!
be.r Int.....t .t thl ret. of .Ix C6XJ percent per ~ ulcul.ted .t . d.Uy nt. of .GDDIM.
All t.... which bee... delinquent on or .ft.r J~ry I. 1'12 ..Ill bI.r Int.r..t .t . r.t. which ..III v.ry froe
ulendlr Wllr to cellndar y..r ..lth thlt ret. Il"InOtftCId bw thl PI, DIp...t....t of A.venue. The ~lIc"l.
Int.....t nt.. for 1'U through 1'" ....1
lIIr tnt.r..t A.t. D.llv Int.r..t Feetor
Iur
Int.r..t R.t.
D.lIv Int.r.st Faa tor
1912
I'as
1'"
1915
1'"
..lnt.....t
In
IIX
IIX
In
In
I. c.lculetld ..
. DDU41
.DDDUI
.DDDSOI
.GlnS6
.DDU"
'ollowlI
1917
1'''-1''1
1"1
I"S-lfM
1"5'1'"
ox
IIX
ox
n
,x
.DDU47
.ODDSlI
.DDU47
.GIDI"
.ODDI47
IHTEREBT . IALAHCE OF TAX UNPAID X NUnlER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
"An>>, NoUc. luuld .ft... thl t.x becOM' delinquent will nflect '" Int.....t ulcul.tlon to ,1fteen (151 d.y.
beyond thl d.te 0' thl ......eent. If p'reent I. .Ide .,ter thl Int.r..t coeput.tlon d.t. ~ on thl
NoUc., edcllUonal Int...... lU.t be c.lculetld.
. REV-1548 EX AFP (12-95*
COHHONW[ALTH Of PENNSVlVANIA
D(,PU'"UT OF REVENUE:
aUAEAU Of INDIVIDUAL TAMEI
DOT. raDu.
HARRISBURG, PI 17.'1.0601
NOTICE OF INNERITANCE TAX
APPRAISE"ENT. ALLONANCE OR DISALLONANCE
OF DEDUCTION. t, AND ASSESSMENT OF TAX ON
JOINTLY .ELD OR TRUST ASSETS
DATI! 04-29-96
ESTATE OF DIEHL
MARY
D DATE DF DEATH 05-27-95
COUNTY
CUMBERLAND
FILE NO, 21 95-0755
S,S/D.C. ND, 168-26-5463
ACN
95140096
EVA E FORRESTER
248 NEWVILLE RD
SHIPPENSBURG PA 17257
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
A.ount R..ltt.d
CUT ALDNO THIS LINE ~ RETAIN LOWER PDRTION FDR YOUR RECDRDS .....
Ri;;:i54-i-i;c-AFii-riz-:95i------------------------------------------------------------------------------------
NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE OF
DEDUCTIDNS, AND ASSESSMENT DF TAX DN JDINTLY HELD OR TRUST ASSETS
DATE 04-29-96
ESTATE OF DIEHL
MARY
D DATE OF DEATH 05-27-95
COUNTY CUMBERLAND
FILE NO, 21 95-0755
TAX RETURN WAS.
S.S/D,C, ND. 168-26-5463
(X) ACCEPTED AS FILED () CHANGED
JDINT DR TRUST ASSET INFORMATION
ACN
95140096
FINANCIAL INSTITUTION. MELLON BANK NA
ACCOUNT NO.
00067068
TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 12-22-94
Account Oahnce
Percent Taxable X
Amount Subject to Tax
Debt. and Deductiona
TDl(Dble Amount
Tax Rate X
Tal( Due
19,000,00
0.500
9,500,00
.00
9,500.00
.06
570.00
NDTE. TD INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTIDN DF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER DF WILLS AT THE
ABDVE ADDRESS, MAKE CHECK
DR MONEY DRDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREOJ:TS:
PAYMENT
DATE
02-17-96
RECEIPT
NUMBER
AA1l2530
DISCOUNT (+)
INTEREST (-)
.00
AMOUNT PAID
570.00
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST
TDTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. .
I IF TOTAL DUE IS LESS THAN .1, NO PAVNENT IS REQUIRED.
If TDTAl DUE IS REflECTED AS A "CREDIT" I CRI. YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF TillS fORN fOR INSTRUCTIONS. I
570,00
.00
.00
.00
. .
9~ ~ :D
:lJ[ll
3", Cl>
U' ~.:-' . ~~
!f' ) ;a " "
. F;
~: .. ~
l ~ , .
~ ;
( , -.:c-:
%~ , ;g =:1\1
,.: 0 in 0
':"0 ,~ W
)>~ -
....
PURPOU OF
NOTICE t
To fulfill the requlr.-.nt. of S~tlon 21~a of the Inherlt~. ~ Est.t. ,.. Aot, Act 22 of .".. (72 P,'.
Section 1l4D).
PAYMENT.
o.tlldt U. top portion of thh HaUel Met lubII.It with VDUr Plvant to the AIght.r of ..11.. prlntH on the
r.vln. ......
-- "M. check or ~v order p'wlbla tOI REG liTER Of WILLI, ACENT.
All p.,.ent. r.celved shIll '.r.t ba applIed to en)' Int.r..t which ..y be due, with eny r...lnder .ppltld to t~ t...
REFUND (CA) I
A r.fund of I t.. credit, which w.. not r.que.tad on the t.. r.turn, "Y ba r.~.t.d by coeptetlng en "Application
for f11f~ 0' Pennulv.,.... InMrltanc. Bnd ht.t. ,.." IREV-UU), AppllnUon. .r. ."'alllable at the Offlu of
the Rlgllt.r of Will', WI)' of the IS Ravenue DI.trlct O'flc.. or by cIlllng thl .,.cl.. Z4.hour en.werlng ..rvlel
nu.ber. far 'or.. orderlngl In Penn.vlvanl. 1~100-S62-Z0S0, out.lde P~'vlvanl. ~ within loc.1
H8rrlfbura ar.. (717) 717-1094, TDD. (717) 772-225Z (HI.rlna 1~.lr~ Onlv).
OBJECTIONS. AnV p.rtv In lntara.t not ..tl.fled with th. appr.l.eaent, .llowance or dl..IIOM~e 0' deduction. or ......eent
0' t.. (InclUding dl.count or Int.r..t) I' .hown on thl. Notlc. e.v obJ.ct within .I.tv (60) d.v. of r.c.lpt of
this NoUca by.
--written prot..t to tha PA Dap.rt..nt of A.venu., Bo.rd of App..I., D.pt. Z11021, H.rrl'burg, PA 171ZI-IOZI, OR
--allHlUng to hava the ..tt.,. d.t.r.lned .t the audit of the account of t.... par.on.1 rlflr..entstlv., OR
--appa.l to the Orphan.' Court
AOKIH-
ISTRAJlVE
CORRECJlDHSI
factu.1 .rror. dl.cov.rad on thl. .......ant .hould bl .ddt....d In wrltlna tOI PA D.part.ent of A.vanua,
Iur.1U 0' Individual T...., ATTHI Po.t A......ent Aavl.w unit, DEPT. 210601, Harrl.burg, PA 17121-0601
Phone (7171 717-6505. Saa p.g. S of th. bookl.t wln.tructlon. for Inhlrltanc. TI. R.turn for I R..ld.nt
DeeldlntW (REV-1501) fot an ..planatlon of 1~lnl.tr.tlv.lv corr.ctlbl' .rrot..
DISCQUrfT.
I' any t.. due i. p.ld withIn thr.. (SI c.lend.r looth. .ft.r the d.c.dant'. d..th, . flv. p.rcant 15XI
dl.count of thl ta. p.ld I. allow.d.
IHTERfSTl
Int.r..t I. chargad blgl~lng with flr.t dav of dellnquencv, or nine 19. aanth. and one II) dev
'roe ~ data 0' death, to the date 0' paVlant. T.... which bec..e d.llnquent b.'or. Januarv 1, 191Z
ba.r Int.r..t It tn. r.t. 0' .1. (6XI parcant par ~ c'lcul.ted .t I d.llv t.t. 0' .000164.
All t.... which bee... d.llnquent on or .,t.r Januarv 1, 1912 will b.ar Int.re.t It . r.te Which will v.rv 'ru.
c.land:lr v..r to cllendar v..r with that nt. announced by thl PA Dep.rt.ent of Rav.".".. ThI 1tPP1Icabla
Int.r..t r.te. for 191Z through 1996 .r'l
liar Int.r..t A.t. Dllllv Int.ra.t Factor
191Z
1915
1914
1915
1.16
--Int.r..t
lOX
IU
IU
UX
lOX
It cIlculated
.00G541
.OOOU.
.0DDUl
.00OS56
.00027"
.. follow. I
~ Int.re.t R.ta DlIllv Intl,..t Feetof"
1917 'X .000U7
1911-1991 IlX .00OSOI
1992 'X .oaozo
I99S-I994 7X .00Dl9Z
1995-199' 'X .0002'"
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-"An~ NoUc. luuad aftlt thl t.lI bacoa.. dellnquent will nft.ct Bn Inter..t ulculatlon to ,1ft.", (IS) d.u
beyond thl d.t. af thl ......-.nt. If p.y.-nt I. aide after thl Int.r..t coaput.tlon dlt. .hown on the
Notice, eddltlonal Intar..t .u.t ba ulcul.ted.
. REV-1548 EX AFP (12-95*
COtltOHWEALfIt Of PEHHSYlVANla
DlPAAfHENT Of REY[HUE
BUREAU OF INDIVIDUAL TAX[S
D[PJ. lID6al
HARRISaURG, Pi 17121.0601
('
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
DF OEDUCTION.t. AND ASSESSHENT OF TAX ON
JOINTLY "ELD OR TRUST ASSETS
DATE 04-29-96
CDUNTV
ESTATE OF DIEHL
MARV
D DATE OF DEATH 05-27-95
FILE NO. 21 95-0755
S,S/D,C, ND. 168-26-5463
CLARENCE FORRESTER JR
248 NEWVILLE
SHIPPENSBURG PA 17257
CUMBERLAND
ACN
95140097
REMIT PAVMENT Tal
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt R..t U.d
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FDR YOUR RECDRDS ~
Rirv:is4-i-iif-AFP--iiz-:9Si------------------------------------------------------------------------------------
NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLDWANCE DF
DEDUCTIONS, AND ASSESSMENT DF TAX ON JDINTLV HELD DR TRUST ASSETS
DATE 04-29-96
ESTATE DF DIEHL
MARV
D DATE DF DEATH 05-27-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0755
TAX RETURN WAS,
S,S/D,C. ND. 168-26-5463
(X) ACCEPTED AS FILED () CHANGED
JDINT DR TRUST ASSET INFDRMATIDN
FINANCIAL INSTITUTION. MELLDN BANK NA
ACN
95140097
ACCDUNT NO.
00067068
TVPE DF ACCDUNT. () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 12-22-94
Account Balance
Percent Taxable X
Amount Subject to Tax
Debt. and Deduction.
Taxable Amount
Tax Rate )(
Tax Dua
19.000.00
0.500
9.500.00
.00
9,500.00
.15
1,425.00
TAX CREDITS:
PAVMENT
DATE
02-17-96
RECEIPT
NUMBER
AA1l2528
DISCOUNT (+)
INTEREST (-)
.00
NOTE. TD INSURE PROPER CREDIT TO
YOUR ACCDUNT, SUBMIT THE
UPPER PORTION OF THIS NDTICE
WITH YOUR TAX PAVMENT TD THE
REGISTER OF WILLS AT TliE
ABOVE ADDRESS. MAKE CHECK
DR MONEV ORDER PAVABLE TD.
"REGISTER OF WILLS, AGENT,"
AMDUNT PAID
1,425,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TDTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN 11. NO PAVHENT IS REQUIRED.
IF TDUL DUE IS REFLECTED AS A "CREDIT" I CRI. VOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF TillS FDRH FDR INSTRUCTIONS. I
.
1,425.00
.00
.00
.00
OQ
Cro
:3 :;.
[1' ,
(T -)
L1
,
r;
p
~
~
~
:0:0
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.;;, f:
!:'~ G
,:' If.
,',
,
,.
~c.
)>~
;a
o
(.j
-.J
r:~ t. ~
~CJ'
~(V
cn"2.,
..
PIIlPOSE Of'
NOTICE.
To fulfill the requlr..Mlh 0' Sactlon 2lU 0' ttM Inherlbnc. end Estet. 'a. Act, Act ZZ of .99.. (72 P.S.
Sactlon 21401.
PA'mENT.
Detach tt. top portion of thl, NoUn and lubIllt ..lth your p.y...,' to the R.g....r of WUb printed on tM
rly.r.. .Ide.
-- H8k. check or ~v order p.yabla tal REGISTER OF WILLS, ActNT.
All Plwaentl r.calved shill fJrat bl applied to any lnt.r..t whIch '.y be dul, with ~v r...lnd.r ~plled to the tlX.
REFUND (CR) I
A ra'lRI 0' . tlx credit, which .... not nqu..tad on the tell r.turn, "V be raqu..t.d bv caplaUng Bn "Appllutlon
for R.fund of Penn.vlvenla lnkerltinel ~ Eltet. ,.... IREY-ISIS). applications ar. .v.ll~l. at the O,flcl 0'
the R.,I,t.r of Will., ~v 0' the ZS R.v~ DJ.trlct o'f)c.. or bv CIlllng the ,peele. Z4-hoUr en....rlng .."vlel
~r' for for.. ordlrlng, In Penn'Vlvanla 1-800-S62-20S0, out.ldl P~.vlv8nla ~ within locll
Hlrrl.burg srll (717) 787-1094, TOOl (717) 772-2252 CHesrlng 1.,.lrad Only).
OBJECTIONS I Any Plrtv In Int.r.~t not ..tl.,11d with th. .ppr.I...ent, .Ilow~' or dl'lllowsnc. 0' deduction. or .......ent
0' t.x UnclucHng dUcount or Int.r..t) II .hown on thlt Notlc. "V objlct within slxtv (60) diu 0' r.c.Spt 0'
thl. NoUc. bv.
--wrltt," prot..t to th. PA D.plrt..nt 0' R.VInUl, laird 0' &pp..It, D.pt. 211021, Hlrrhbura, PA 11121-1021, OR
--'I.ctlng to h.v. thl ..U.r d.t.r.lned .t th. audit 0' thl ac:CQU1t 0' th. p.r.DnIII rlPrll.,t.Uv., OR
--sppe.l to thl Orphan.' Court
&o..IN-
ISTRAJlVE
ComrECTJDNSI
Feetu.1 .rror. dl.cov.rld on thl, ......lInt .hould bt Iddrl..ed In wrltlna tal P& Dlp.rtllnt 0' R'Vsnul,
lur...., 0' Individual T.u., ATTNI Pa.t A.......nt R.vllw Unit, DfPT. 210601, Il.rrhburg, PA 17121-0601
Phone (717) 717-6505. S.. p'al S 0' the boakl.t "In.tructlon. 'or Inhlrltlncl 'IX A.turn 'or I R..ldent
OIe.d.nt" (REV-1S0l) 'or an Ixplln.tlan of adllnl.trltlv'ly carr.ct,bl. .rrar..
DISCcutTI
If any t.x duI II Plld within thr.. CS) e.l.nd.t .onthl .ft.r th. d.e.dlnt', d..th, . flv. p.rcsnt (SX)
dltcount 0' th. t.x p.ld It .llowld.
INTEREST I
Int.r..t I. eh.rg.d blalnnlng with flr.t d.y a' d.llnqulncy, or nln. (,) .onth. snd ani CI) d.V
'rot the d.t. of d.lth, to the dltl 0' plv..nt. T.... which b.c... d.llnquant b.far. Janulrv I, 1982
be.t Int.t..t It th. r.t. of .Ix C'X) Plrc.nt plr annul c.lcul.tld It . dIllY r.t. 0' .000164.
All t.... which bee... d.llnquent on or .ft.r Janu.ry I, 1912 will b.ar Int.r..t .t . r.t. which will v.rv 'rot
e.landar v..r to e.llndar v..r with that rat. ~Id bv the Pi D.part.ent a' R.vtnUl. ThI appllclbl.
Int.r..t rat.. for 19.2 through 1996 ar'l
19'2
19.,
191"
1915
1916
--Int.rllt
,OX
lOX
IU
UX
lOX
I. c.leulatad ..
.OOOSU
.0004S1
.00asOI
.00USS6
.0002n
'ollOtlIl
xur Int.r..t R,t. D.lly Intl"lt F.ctor
19.7 'X .OOOZIO
1911-1991 1IX .DoUOl
199' 'X .000247
1991-1994 1X .0110192
1995.1996 'X .11110247
tIIr Inter..t R,t. D,llv Int.r..t F,etar
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice luued .ft.,. the ... beeNe' d.Unquent will r.f1.ct an Inhr..t uleulltlon to flft.." (15) da,.
bevond the d.t. of thl .....""'t. If p.y.."t It .tdt .ft.r thl Inbrllt co-.put.Uon d.ta .hown on the
Notlc., additional Int.r..t .....t 1M uleulatad.
IIIIVIMlOEJl.II.t)~
COMMd'~Y1.VAHLA
DEPARTMENT OF REVENUE
DEPT 2&OeOl
HARRISBURG PA 171'8.o1MJI
DECfDfNT'S tw.IE {lAST, FIRST, JHJ Lt'OOlE INITW.I USlI twll*lct tI 119." aoQflb
I 5 -100 - L/-
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
7$'~
.....
!Z
w
c
w
o
w
c
z
o
S
E
~
o
W
II::
('f nelAl USE Oh\ Y
Fa! HUIIIlER
~I
COOl
95
....
Die h
M. r y
D .
SOCIALSECt.R1TYM..IA8fR
6 8 :-2 ,6 ~5 4 6 3
DATE Of DEATH
OS/27/1995
OAIEOf B1RT"
2/17/193
(IF N'P\ICAaE) ~ &POlJSFS KAME (lAST, fIRST, AAOUlOOlE l",r1Al1
60ClAl SEMrfY N.JMl(R
THIS RETURN WIT BE fLED IN DUPLICATE WITH THE
REGISTER OF WILLS
AI the Time Glenn A. DIehl
IXI 1. 0....""1 R.lum
o 4, LImiled E.tate
o 6,OocedentDIedT..tata I""""".\W)
o 9. Lltlgellon PI1lCOtd. Rocolwld
,THIS E MU BECOMP
NAIoIE
U. Anthon Adams Es ulre
fiRM NAME (~All!'''''J
o 2,SupplementalRelum 0 3,Remalnde,R'lum 1..............,.."1
o 48. FubJre Interest Compromise (_cloe.""., U.U.JZI 0 5, Federal Estate Tax Retum Required
o 7. Decod.ntMa"lalned aUving Tru,t_..,.TMtl _ 6 TotaINumberoISaI.Doposneo,..
o 10, Spousal Poverty Credn I........,......, ",11,'1 "'1-1'''1 0 11. EIocIIon to tax undar See, 9113(AI_ '" 01
D. ALL CORRESPONDENCE AND CONFlD AX I FORMAnON SHOULD BE DIRECTED TO:
COMPLETE MAlL1NGADORESS
128 E, King Street
Suile A
Shl
PA 17257
,
.
~<\
.
OFFICIAL U6GONLY
1. Real E.tate (Schedule A)
2, SIocks and Bor1ds (Scheduio B)
3. CIosoIy Held CoIpollllon. Pannershlp or Sole-Proplietorshlp
4. Moltgag.. & Notes Rocolvable (Schedule D)
5. Cash. Bank Doposits & Mis<ellanoous P.rsonal Property
(Schedulu EI
6. JoInlly Owned Property (Schedula F)
7.lnter,VIvos Tllnsf... & Mis<ellaneou. Non.Probat. Property
(Schedule G or L)
6, Total Gro.. "...ta (total Llnos 1,7)
(1)
(2)
(3)
(4)
(~)
(6) "
(7)
".
"
"
.
.
"i';
4 ",2.,~ ,.6 . 7 7
(B)
4 ,2 2 6 .7 7
(91
(101
9. Fun'"1 E,penses & Adminlslraliv. Costs (Schedule HI
10. Dobts 01 Doced.nL Mo~ago Llabilitle.. & Lien. (Schedule II
11. Total DlductJon. (total Lln.. 9
V.lul 0' Eltata (Lln. 6 minus Line 11)
13. Ch.rI1able and Govemmental Baqu..lsISoc 9113 Tru." for which .n election 10 la, h.. not bean
mad.ISchedule JI
14, Nil Vllul Subject 10 Tax (Line 12 minus Lino13)
15. Amountollin.14 taxable
al the spousal tax rate I I X .0
See InstnJdlons on reverse side for applicable pen::entaQe
16,Amount 01 IIn. 14taxablo 8 4 0 2 7 7 X
al6%lIte , .06
17. Amounl of Iino 14ta"ble
.1 15% lite X .15
5,824.00
(11)
(121
(131
5 ,8 2 4 .0 0
8,402.77
(141
8,402.77
(151
,5 0 4 .1 7
(161
(17)
(16)
,5 0 4 . I 7
18, Tax Du.
ADDRESS
DATE
Decedent's Com lete Address:
STREET AOORESS .
, 248 Newville Road
STATE
I'A
liP
17257
Tax Payments and Credits:
1. Tax Due (Page 1 Une tB)
2. CreditslPayments
A. Spousal PoveI1y Credil
8. Prior Payments
C. Discount
(I)
504,17
ALL PROPERTY GIVEN TO SPOUSE AFTER
~~y 1995 IS TAX EXEMPT.
Total Credits (A + 8 +C 1 (2)
3.
InterestIPenalty II applicable
O. Internst
E.Penalty
T otallnteresVPenally ( D + E ) (3)
If line 21s greater Ihen line 1 + line 3. enter Ole difference, This Is Ihe OVERPAYMENT.
Check box on P.gI 1 L1n.19 to IIquut 'lIfund (4)
Iflinel + line 3 Is greater Ihan line 2. enterthe difference. This Is llie TAX DUE. (5)
A. Enler the Interest on the tax due. (5A)
8. EnlerlhelotalofUne5+5A. This Is the BALANCE DUE. (58)
Make Check Payable/o: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. DId decedent meke e transfeT and: Yes
a. retaIn the usa or Incoma of the property transfarred; ........,....,....,.................................,....,.... 0
b. Tetaln tha right to designate who shall use tha property transferred or Its Incoma; ..,.............. 0
c. retain a revarslonary Interest; or ......,..........,..................,.........,...............................................0
d. receive the promise for life of either payments. benefite or care? ..........,..,......,.............,........ 0
2, If death occurred on or before December 12. 1982. did dacedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
aftar DecembeT 12. 1982. did decedanttransfer property within one year of death wilhout
receiving adequate consideration? .................................................................................,............. 0
3. Did decedent own an "In trust far" or payable upon deeth bank account or security
at his or her death? ,..'..........,......,........,..............,......'........................................,................,........ 0
4. Did decedent own an Individual retirement account. annuity, or other non-probate property? ,.... 0
4.
5.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
0,00
0.00
0.00
No
l&I
00
00
00
00
00
00
72 P.S. fi9116 (e) (1.1) (I) provided for the reduction of the tax rate Imposed on the net velue of transfers to or for tha use of the
surviving spouse from 6% 103% for dates of deeth an or after July 1. 1994 and before January 1. 1995.
72 P.S, fi9116 (e) (1,1) (II) provldad for the reduction of the rate Imposed on the net value of Iransfers 10 or for the use of tha surviving
spouse from 3% to 0% for dales of death on or after January 1. 1995. Tha stetule does not exemot a transfer to a survivIng spouse
from tax, and the statutory requiraments for dIsclosure of assats and filing a tax return are sllll applicable even If the surviving spouse
Is Ihe only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995, Please answer the following question by placing an "x" In the
appropriate space.
Old the decedent cre.1e a Lrust or slmltar arrangement which Is soley for the surviving spouse's benefit far hll or h.r enUre
IIfeUme? Yes 0 No 00
If you answered yes to tha abova question. the tax on the trust or similar arrangement Is postponed unllllhe death of tha second
spousa, at which tima it will be fully taxabla at the rale(s) applicable to Ihe remainder baneficlary(las). Enlar Iha value of the trust on
Schedule J. Part II. In order 10 remove It from the calculation of Ihe tax due In this eslate. You may wish 10 file Schedule 0 In order to
make the election available under Section 9113. If the election Is made. the trust or sImilar arrangement is taxed In the estate of the
first decedent spouse. the portion of Ihe trust or slmller arrangement which benefits the surviving spouse Is taxed at the zero tax rate.
and the remainder Is taxed at the rale(s) applicable to the remainder beneficiary(les). If you choose to make tha election. you must
atlech Schedula 0 to a timely-filed tax return. along with Schedula(s) K and/or M In order to show the apportionment of the trust or
similar arrangement between tha surviving spouse and Ihe ramainder beneficlary(ies).
""""D"''''.
(XlIlI,I(lNWEAlTH OF PENNSYlVANIA
. INHERITANCE TAl( RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
DIAhl MaN D
IncUlo \tlo proceedI oIl111glllon IIld \tlo doll \tlo pnx:oeds _1ICIIVOd by \tlo ..1111. AU pnlporty )olnUy-'ld wIlh tho right ollu",tv.llhlp mull be dllcloud on Bchtdull F.
ITEM VALUE AT OATE
NUMBER DESCRIPTION OF DEATH
1. Mellon Bank Certlncale ofOeposlt 14,000.00
FILE NUMBER
2,
Mellon Bank Checking Account #3SS,1 OS.332
226.77
'11
TOTAL (Also enlar on line 5. Recapllul81ion) $
14226.77
""'''"...,'''.
CClMU<lNWL'olTH OF f'[NNSVlVANIA
INHERITANCe TAX RETURN
RESIDENT DEaDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Diehl MaQl D
Dobts 01 deced.nt mUll be reported on Schedul.l.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1. Fogelsanger BTlekcr Funemlllomc
FILE NUMBER
OESCRIPTlON
AMOUNT
S,4S 1.00
B, AOMINISTRATIVE COSTS:
1- Personal Representative's Commissions
Nsmo 01 P.IIOIIII R.prosanlallvo (s)
SocIal Securtty Numbe~s) I EIN Number of Pel1Ol\el ReplDStnlallvo{.)
Slreel Addl8Sl
CIIy SIaIa ZIp
Y"~I) CommIssIon Plij;
2, AIIomoy Fees H, Anlhony Adams, Esquire 300,00
3. Flmlly Exemption: (If docodenrl eddl8Sl b nolll1. 51rno as cIalmanrl. allach oxp/anallon)
Clalmanl
Slreel Addl8Sl
CIIy SIaID Zip
Relationship of Clalmanllo Deced.nt
4. ProbalD F~ Reglsler of Wills 73.00
5. AccounlDnre FOOl
6. Te, Retum Prepsre!e Fees
7.
TOTAL (Also enler on line 9. Recapitulation) S
IIf mnrA "Ml"A ,,, nMlWf IMArt Mrljtlnn~1 ,;hoot" nf IhA "ArTIA ,;17A\
S 824.00
,. ... ,,_. w .,~... ___. _~ __.__'~'~_ _,"~ '_' ~"^"".'_~_"
....."P"..'..
, ~THOfPEHHSYLVANIA
IHHERlTNa TAARETURN
RESIll{HT ll{CEll{HT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
I,
NAME AND AOORESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE OISTRIBUTIONS (Include outrighl spousal distributions)
RELATIONSHIP TO OECEDENT AMOUNT OR SHARE
Do Nol UltTrullH(l) OF ESTATE
1.
Olenn A. Diehl
243 Newville Road
Shlppensburg, PA I72S7
Husband 100%
ENTER DOUARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON,TAXABLE DISTRIBUTIONS:
A. SPOUSAL OISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE ANO GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE OISTRIBUTIONS ON LINE 130F REV 1500 COVER SHEET $
(If more space Is needed. Insert addlllooal sheets of the same slza)
APPRDVED DEDUCTIDNS AND EXEMPTIDNS:
5.824,00
9. Fun.ral ExPen.../Ad.. Coat.'"lac. Expans.. (Sch_dul. HI (9)
10. Dobt./Horto.oo Llobl1Itlo./Llon. ISchodul. II 1101 .00 .
11. Total Deduction. (11)
12. Net Vatu. of Tax R.turn (12)
15. Ch.rltabl./GoY.r~.nt.l Bequ..t.J Honwel.ctad 9113 Truet. (Schedule J) (13)
14. Not Voluo of E.t.to Subj.at to T.. (141
NDTE: If an assessment was issued previDusly, lines 14, lS and/or 16, 17 and 18
reflect figures that includa the total of Abh returns assessed to date.
ASSESSMENT DF TAX:
15. ....ount of Lino14.t Spou..l r.t. 115) B,402.77
16. AItomt of Line 14 taxabl. at UneaI/CI... A r.t. (16) .00
17. "aunt of Line 14 taxable at Collat.ral/CI... 8 rat. (17) .00
18. Principal Tax Due
TAX CREDITS:
PAYNENT
DATE
( I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALDNG THIS LINE ~ RETAIN LOWER PDRTIDN FDR YDUR RECDRDS ...
iiE'y=mTix--"Fjs"-ii1f=99riiiifici--ciri-NHiiiifAiicni\inrpPR'Aisiiiiii'r,--;ii:rciiiAiicnili-----------------
DISALLDWANCE DF DEDUCTIDNS AND ASSESSMENT DF TAX
MARY D FILE ND. 21 95-0755 ACN 101
TAX RETURN WAS. ( I ACCEPTED AS FILED ( XI CHANCED SEE
IS{:{/..j
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DtPT. Z80601 .
HARRlS1l~1 ~A l11za.0601
CDMMDNWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT DF TAX
t'.:/
-
I~DCOI'-'
Rei' '
'I DATE
;',: ESTATE DF
DATE DF DEATH
gLE NUMBER
" 1"" :
1\ ~.3 UNTY
ACN
03-13-2000
DIEHL
05-27-1995
21 95- 07 55
CUMBERLAND
101
al..n-uu,,, lU-"1
MARY
D
H ANTHONY ADAMS
STE A
128 EKING ST
SHIPPENSBURG
'00
!VII! 2R
DATE 03-13-2000
ATTACHED NDTICE
HOTEl To In.ure proper
credit to your .ccount,
aubIIU the upper portion
of thi. fo~ with your
t.K p.YJtent.
14.226.77
J;.R?4 nn
8,402.77
.00
8.402.77
will
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL IHTEREST.
IF TDTAL DUE IS LESS THAN II, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. I
.' '. ' ._ __,_ _ _ ,,'f'
ESQ
A.ount R_Hted
GI~'II
PA 1725r.Umb.
I, ,I.
ESTATE DF DIEHL
RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN
1, Rool E.tot. ISchodulo AI
2. Stock. end Bond. ISchedul. BI
3. Clo..ly Held Stock/P_rtnarahlp Inter..t CSchedule CJ
4. Hortg_geI/Hot.1 Rec.lv_bl. CSchedul. DJ
5. Calhl8ank Dapo.lt./Hilc. Per.on_l Property CSchedule EJ
6. Jointly Owned Praporty ISchodul. FI
7. Tran.fer. CSchedule GJ
8. Totel A...t.
III
121
151
141
(51
161
171
.00
.00
.00
.00
14.226.77
.00
.00
IBI
X .00=
X .06=
X .15=
lIB)
RECEIPT
HUHBER
DISCOUNT 1+1
INTEREST/PEN PAID I-I
AllDIJNT PAID
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
lWY.t4fOtx II""
~
. COMMONWEALTH OF PENNSYLVANIA
Oi"ARTMENT OF REVENUE
BUREAU OF INOMDUAI. TAXn
DEPT.2eoeGt
11
'*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
OECEDENrs NAME
EVIEWED BY
DIEHL,MARY D
Kathryn HerbUas
FILE NUMBER
ACN
2195"()755
101
SCHEDULE ITEM
NO,
EXPLANATION OF CHANGES
J
1
Changed tax rate from 8 percent to 0 since a husband Is a beneficiary,
ROW
Page 1
.~.".,
JRD/JuDe 3D, 1992/17858
REGISTER OF WILLS
Cumberland County Courthouse
One Courlhouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULF.S
To:
Personal RepresentatIve
Counsel: H. ANTHONY ADAMS, ESQ.,
RE: Estate or MARY D. DIEHL ,Deceased, Late or
SOUTHAMPTON 'rwp
Estate No.: 21-1995-0755
Date or Decedent's Dealh: MAY 27, 1995
,I'
Pursuant to Rule 6.12, the above named personal Tepresenlative or the above na!f1ed anorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6,12, In
substantially the prescribed form, showing the date by which the personal representative, or anorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice Is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, withIn ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to DOlIfy the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be Imposed upon the
delinquent personal representative and the delinquent personal riRTcsentative's9flunsel, If any.
Accordingly, If the requisite Status Report Is not flied by JULY 1 , 19_, you are hereby
advised that a request win be submlned to the Court In accordance ~ith Rul~ 6,12, r-
Date: JUNE 24, 1997 ,--(Y1CL\J'fj..t/J.U,L.pL\\v.m.(}J1Jltl.h~f
Deputy egister of Wills "
Distribution to Estate File
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Mary O. Diehl
Date of Death:
5-27-95
Will No.
21-1995-755
Admin, No.
Pursuant to Rule 6,12 of the Supreme Court OrphanB'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No, 1 is Yes, state the following:
a, Did the personal representative file a final
account with the Court? Yes No X ,
b. The separate Orphans' Court No. (if any) for
the personal ,representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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Signat.ure
Da te: 7-24-97
t'el
1.11'.
H. Anthony Adams, Esquire
Name (Please type or print)
128 E. King St. Shippensburg, PA 17257
Address
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6[,: llV SZ n I,G.
( 7171 532-3270
Tel. No.
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Capacity:
Personal Representative
~counsel for personal
representative
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In Re: Estate of MARY D. DIEHl,
Late of SOUTHAMPTON TWP
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Estate ND.:
21-1995-755
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSVLV ANlA
No. 1995~755
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NOTICE OF FAILURE TO F1LE STATUS REPORT AND REQUEST TO
CONDucr A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
H. ANTHONY ADAMS, ESQ.,
Date of Decedent's Death: MAY 27, 1995
Date of Delinquency Notice: JUNE 24, 1997
The undeTsigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal r~pres~ntaliv~ nor the above named counsel
for the personal representative have filed with the Register of Wills or CI~rk of the Orphans' Court his,
her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on .1IINF. 24 , 199.:z, and that the ten (10) day notice to file the StalUs Report has expired,
Accordingly, In accordance with Rule 6.12 the Court Is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be Imposed
upon the delinquent personal representative or counsel f~r the delinquent peTsonal rer\entative.
Date: Jur.Y 18, 1997 "-/) (1V. ~,\ )'1. I'YJ ~f<..t-
M 'C Lewis, Regist r of Wills (f
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEARING IS SCHEDUI.ED FOR /ju~u.rl J..f. /197 A'l'.a: ()tJ ~J'YJ.
IN COURTROOM NO.1. IF THE STATUS REPOftT IS FilED PRIOR TO THE HEARING
DA'l'E, 'l'HE HEARING WH.I. AU'l'OMA'l'I LLY BE CANCEI.I.ED.
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