HomeMy WebLinkAbout95-00800
21 -q5-gQ:)
95144436
09-07-95
TYPE OF ACCOUNT
o SAVINGS
!XJ CHECK ING
o TRUST
o CERUF.
COHHOHWr'LJH OF PENNSYLVANIA
Ot:PlAl'rtt.", Of RfYfNU{
BUREAU OF INDIYIDUAL 'A~[S
OEPL 210601
ItARAU.URO. PA 11111'0601
-
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO.
ACN
DATE
FINANCIAL TRUST COMPAN h.. .".1... Ih. D...rt..nl .llh Ih. In.....II.n II.... ..1.. whl.h h.. .nn .... In <o1.ul.lln, Ih.
..I.nll.1 ... .u.. lh.l, ,...,.. In.I"I. Ih.. .. tho ."'h .. Ih. ..... ."'.'nl. ,.u ..,. . J.lnl ....,I..n..I.I." .f Ihl. ""unl.
If 'OU f..1 Ihl. In..,..llon I. In""..I. .1.... '."In .'I'I.n .."..tl.n f'.. Ih. fln.n.I.1 In"ltutl.n. ,'t..h . ..., .. Ihl. f.,.
... ,.Iu'n I. t. tho ..... ...,.... Ihl. '.'.un' I. 1"'.1. In ....'..n.. .I.h .h. Inn.'II.... I.. L... .f 'h. C'''''w''lth .f '.nn.,I..nl..
Wlttton. ..~ b. anl.,arld bit UIUnll 011) 111-lJll1.
COHPLETE PART 1 BELOW · . . SEE REVERSE SIDE FDR FILING AND PAYHENT INSTRUCTIONS
Account No. 6-61678 D.t. 07-12-84
EatabUshed
T..
HOlEI If tax PIY..nt. .r. "da within thr..
(J, lonlh. of the dlCldant., data of d'.lh,
~QU '.y daduct . 5~ dllcount of the t.x dUI.
Any Inhlrlhnu t.. due ..III bleD.. delinquent
nln. (" lonlhl .ft.r the dll, of d'.th.
'''.n_1 II '" ""11
EST. OF HELEN H CAMP8ELL
S.S. NO. 185-26-0452
DATE OF DEATH 07-26-95
COUNTY CUMBERLAND
MARGE SCHLUSSER
C/O 104 WINCHESTER GDNS
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TOt
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Account Balanca
Parcant TaNabl.
AMount Subject to
TaN Rat.
Potantial ra_ Due
10 Inlur. prop.r cr'dlt to your Iccount, two
(ZJ cop I.. of thl. notlc. ev.t .cco.pan~ your
P.Y..nt to the A.llhhr of Wills. Heke check
P.~abl. tal "Aegl.ter of Will., Agent".
PART
m
8.666.50
50.000
4,333.25
.06
260.00
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE
x
x
[CHECK ]
ONE
BLOCK
ONLY
A, c:J The ebove Infor.etlon end t.~ due I, correct.
I, You .ey choo.e to r..lt p.v-.nt to the Aeal.tar of Will. with two copla. of thl. notice to obtain
a dl.count or avoid Int.re.t, or YOU .ey chack bo~ "A" and raturn thl. notice to tha Aelll.t.r of
Will, and an official ........nt will ba I"u.d by tha PA Depart..nt of A.v.nua.
B. c:J Th. .bove ....t has been or will be reported .nd t._ paid with the P.nn'Ylvanla Inh.rltance Ta_ return
to b. fll.d by the dacadant', r.pr...ntatlv..
c. c:J Th. above Infor.atlon l~ncorract and/o~ebt. and deduction. we,.. paid by YOu.
You .u.t coaplat. PAA' l!J and/o,. PART l!J below,
PART
@
TAX RETURN - CDHPUTATIDN OF
LINE 1. 0.1. E.I.b1i.h.d 1
2. Account aalanca 2
3, Parc.nt Tax.bl. 3
4. Anount Subj.ct to Tax 4
5. D.bt. .nd D.duction. 5
6. Anount T.x.bl. 6
7. Tax R.t. 7
8. Tax Du. 8
If you Indlcat. a dlff.rant t.x rat., pl.... stat. ~our
r.lationship to dac.d.nt,
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
TAX ON JOINT~TRUST ACCOUNTS
'1/1,)" /.,.:<\
~ I t,(I"'(". ('...(1
X ."7('\, l' (\C"
L~I~~:\'-+O:;-
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()
x
PAD
1
2
3
4
S
6
7
8
CLAIMED
PART
[!]
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
l'
TOTAL (Entar on Lln. 5 of T.x Conput.tlon)
Und.r panaltl.. of perjury, I declara that the fact. I
co.pl.t. to the b..t of ny knowladg. and b.ll.f.
,
.
KJ
have r.port.d
(l
fl,
.bov. ar.
'nd
HOME
WORK
----'
,
.
DEBTS AND DEDUCTIONS CL~
Date Paid
Payee
DeacriPtlon
Amount Paid
07/2B/95
07/29/95
PP&L
Her laat electric bill
27.37
215.00
Hilltop Rest.
Luncheon following funersl
maas for family snd friends.
08/09/95
OB/09/95
United of PA
Her lsst phone bill
27.88
32.86
The Early ',' I, , ,,' Hsndout for funeral serv ices
Printery
08/09/95 Wsyne Noaa Funeral Flowers
Flowers
84.80
09/ /95 Rice Memorial Engraving on tombatone
ck cashed 10/02/95 Worka
78.00'
08/27/95 Hoffmsn,Rothi",.' 'Funeral Costa
7,372.50
$7,838.41
.:! ,ll' '),' .
TOTAL EXPENSES
(')(2
(:: IT'
';:~ ,.-
:0
??~1
<"~
~.
"
8
-I
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'0
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PI.IIPOSf:IiI'
HOnCE. To fulflU the r..,lt...... of IecUon 211tO af the Inherttw,ce Md E.t.t. Tax Act, Act rz af 1"1. (72 P.I.
INU.,. !lItO).
PAVtENTI
Det.. thII top portion af thl. NoUce W1d MAMltt with ~our p.v-tt to thII R..ht.r of unll prlnt-.l on the
r.wrM .1....
.... .... check or ..w or.r papbl. tal REGIITEA OF .IILLI, AGENT.
AU p.v-It. rH.lv" ...U Itr.t ~ ...11-.1 to ...~ Int.r..t which ~ bti ca., ..Ith -w r_lnder ...U-.I to thII talC.
RU\IaI (a) I
.. nflnd of . tax cr..lt, which .... not r.....t.. on the tax raturn, ..v bti r....t-.l bv cOllpl.Ung ... "AppUAtlon
for A.fWMI af Penn.vl.,.,l. IMertt~a and E.ht. TIM- (REV-Un). application. ar. av.U.lo .t the Office of
thII R..I.tar af UUh, ...v of the U R.venue Dhtrht O'fica. or bV caUlng the .-.1.1 14-hour .......rlng Mrvlc.
~r. for fa,.. arderlngl In Penn.ylvanl. 1"100-)61"1050, aut.lda Penn.ylvonl. W1d ..Ithln local
Herrlaburg .r.. (717) 7"-'094, TDD. (717) 71Z-1lSZ (Hoorlng lopelr-.l OnIW).
OUCTlONSI
Any p.rb In Inhr..t not Mthlted ..lth the ...r.l.....,t, .Uowance or dlHUIMIMCa of deduction. Dr .....lMnt
af tme rtncludll"lll dhCCUlt or Int.n.U .. ~ on thl. Notice ..y object ..Ithln .bty (60) day. of receipt of
thl. Notice by.
......rln... prataat to tM P' Dep.rt.."t of Ravenue, IoIrd of Appa.l., Dept. Z.lOU, Harr"bur., Pi 17UI-10U, OR
u.1actlng to hha the ..tt.r ...t.nh_ at the audit of the Kcount of the .,.rHOll rlipr....,t.tI"., OR
"-appe.l to the 0""",' Court
ADltIH-
ZlTRATlY!
CORR[CTIOHSI
Faatual .rrora dhca".red on thh ...........t ahauld"" eddrau-.I In writing tal PA o..r'-"t of A.".....,
lur..u of Individual T.IC", ATTHI Po.t .......-nt AaylON unIt, DEPT. 1'0'01, Herrlabur., p, 17111-0"1
Phone U1n 7'7-6505. ... P.... I of the bookl.t "In.trvotlon. for Im.rltano. fu A.turn 'or a A..ldant
Decadent" (REV-ISOl) 'or In 'kPI~tlon of ad.lnl.tratl".ly corractabl. arrar..
DISCOUNT I
If MY tu due II paid within thr.. U) c.lendar -.nth. aft.r tho dec..,t'. dMth, . Itv. parcant (~)
d"c~t of the tu p.ld II al1lMfed.
IH'TIRfST.
Int.....t h charged baglmtr,. with Urat dQ Df dalt~v, Dr nlM (9) aanth. W1d _ (l) day
fra the data of dH\h, to ttMI ..t. Df po~t. TUII which bK_ iMltnquant ba'or. Januarv 1, lHl
boar Int.r..t at tho rat. of .IIC (&X) ,.rcant par annua calculatld at a dally rat. of .000164.
AU tu.. which bacMa iMltnquant an Dr .ftar Jenwry 1, 1912 will bear Int.r..t at . rata Mhlch wU1 nrlt fr.
calandar Y.." to c.l....r y..r wi th that r.t. WQUM:M by the P, Depart.."t Df A.v...... ThI appllcabl.
Int.,...t rat.. 'or 1'12 th,.ough 1995 .ro.
Xur Int.r." Rat. D.II" Int.r..t FectDr Xur Int.,..t R.t. Dall" Int.,..t FectDr
"II 20X .DDD541 I,.. OX .DDDlU
..n '6lC .DDGUa 1'....1"1 IIX . DOasll
.... llX .DDDSIl '"2 OX .DDUU
1'15 UX . DDDS56 1"'-1994 n .ODDl,1
"16 'OX .DDun 1"5 OX .0011147
....Int.,...t I. c.1cul.tld a. '0111*11
IHTEREBT . BALANCE OF TAll I1HPAID X HUKlER OF OAY8 DELINQUENT X DAILY IHTEREBT FAl:TOR
-"Any Notlc. I.euad o,t.r the tOM bee.... ~llnquant will r.flect an Int.r..t calculation to fifteen (15) day.
btiyond thII data a' tho ........"t. If p.~t h ..... aft.,. the lnt.,...t ~taUon data Ihown on the
NoUco, MSdIUonal Int.,.o.t ....t bti calculot-.l.
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FILE NO. 21 c; [; -6'00
ACN 95159921
DATE 12-20-95
TYPE OF ACCOUNT
o SAVINGS
o CHECK ING
o TRUST
IX] CERTrF.
COftttONW[Al TH OF PENNSYLVANIA
DEPARTMENT or MVf:tAJE
BUREAU OF IHDIYltxJAl fAkU
(J(PT. 110611
IwtRlllURQ, PA UUlaD".
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
HARRIS SAVINGS BANK h.. provided the a_lrt.."t with the In'or.aUon ISUed below which h.. b..., used In calculating tM
pot~tl.1 t.. due. Thalr rlcordl Indlcat. that at the d..th of the ~v. decedent, 10U wet. II Joint owner/beneflclarv af thl. account.
If YOU ,..1 thl. Infor..llon I, Incorrect. P..... obtain wtltt.., correctIon fr~ the fl"~I.l Institution. attach. copy to thl. for.
end return It ta tho above .ddr.... 'hJ~ ae~"unt Ie taxahle In aecnrrlanca with the Inh4rlt~. T.. L~. n' t~ r~~.lth of P~.ylvanlD.
ou..tlon. ..y ba ~.wer.d by calling (117) 7.7.1127.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
A..ount Ho. 17-61-198303 D.t. 04-16-91
E.tohlhh.d
..,.n.... u, "."1
EST. OF HELEN M CAMPBELL
5.5. NO. 185-26-0452
DATE OF DEATH 07-26-95
COUNTY CUMBERLAND
RAYMOND W CAMPBELL
609 MALVERN RD
ARDMORE PA 19003
RE"IT PAY"EHT AND FO~S TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
AccoWlt 8al..,e.
Parcent Taxabl.
Allount Subject to Ta.
Ta. R.t.
Pot.ntial Tax Du.
To In.ure proper cradlt to your ~count, two
(2) copla. of thl, notle. .u.. ~cu.pany your
pay..,..t to thli AIghta.. of Wllh. Hek. check
payable tal ~'II.t.r 0' Willi, Agent".
PART
[!]
2.931.62
50.000
1.465.81
.15
219.87
TAXPAYER RESPONSE
FAUURI!.'JO.. RISPOHDi,lIUL RI!SULT..'XN, AN, OFFICIAL '. TAX ASS~"!HTBASI!II ONTHIS; HOrICI'.'
x
x
HOTEl If t.. pa)'Hl'lt. ara ... within thr..
(S) ""thl of tt. dKed."t'l data 0' d..th,
WDU .., deduct . 5ll: dbcGUlt 0' thli h. due.
An, Inherltanc. tax due "Ill bec~ delinquent
nine (,) Hnth. afta,. the data of death.
[CHECK ]
ONE
BLOCK
ONLY
.. 0 ™ abova Infor..Uon ... tax due II corrMlt.
1. You .., choo.. to ....It p.~t to the R.a....,. of Wllb with two cop I.. of thh notlc. to obtain
. dl.count Dr avoid Intl"l.t, or YOU .., check box "A" ~ r.turn thl. notlc. to the R".lta.. of
NUb end en o'Ue.a. ........,.., will t. lulled by the Pi D....l"'t..,..t of R."....,..
I. 0 The above ....t hu bHn or "Ul be r~,.tM Ilnd hx p.ld with thll Pmsvl"."I. tnherlt~. Tn ,..turn
to be fllM bv the dec:lMMnt'. r~nnnt.t1\1..
c. 'f7.1 The abllve In'llr..tlan I~ncllrr.ct lIndIoJ::.,debh and deductions ...,.. p.ld by VOU.
['vou IMIst cOIIpI.t. PART l!J end/ar PART L!.J beleN.
If you indicat. a diffar.nt tax r~te. pl.... .t.t. your
r.lationahip to dacad.ntr ~f~
PART
~
TAX RETURN - COMPUTATION OF
LIHE 1. D.t. E.tobl1.hod 1
2. Account Oalanc. 2
3. Pareant Taxabl. 3
4. AMOunt Subj.ct to T.x 4
5. Dabt. and Deduotion. S.
6. AMount Taxabla 6
7. Tax R.t. 7 X
8. Tax Dua 8
..... .......i"OfF.ICIALUSE'.ONLYD AAF':
.,i.. (i, g!\;,b,t;e~~J~E:,.T!.~frffl::\I.I::~UJ;.>,l
PAD.' '. .,..... ....,..,...... ...,
I' .,
.'.: .:2
.. ".,::3'
0\
'..5" .
::6 .
.', "!. .
'8
CLAIMED
PART
[!]
DATE
TAX ON JOINT/TRUST ACCOUN1S
'+ I I fA (" I
~ ,"'31. (L'..).
X c;-('\ ,ono
I I ,+c"",- ."6 I
o
\ I '+G..;;",'X \
,~e",
~"., ,<1"
DEBTS AND DEDUCTIONS
:'~, ;',",,: '.'
";';-,,:-...,;:.;.'.
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""':..;.;!,.."
. " , ~
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnt.r on Line 5 of Tax COMPutatton)
Under penaliia. of parjury, I declar. that the fact.
.o....l.to ~ e.e::o;::y knoWl".,). ond b.U.f.
I
.
ond
i
,-I
:
",,1
..0;,:;,,:;<:
CClft"OHWUlnt Of' PE"""YLVAHIA
lJ(PART"DH Of R[Y[NJE
IUREAU Of' IHDIVIDUAl TAXES
PEPT. ZlD"1
KARAIIIURa, PA 11Ill-D'DI
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
"'.114'''''' 11'"1
RAYMOND W CAMPBELL
609 MALVERN RD
ARDMORE PA 19003
FILE NO. 21 -9S -i'<">"
ACN 95159920
DATE 12-20-95
TYPE OF ACCOUNT
EST. OF HELEN M CAMPBELL 0 SAVINGS
S.S. NO. 185-26-0452 0 CHECKING
DATE OF DEATH 07-26-95 0 TRUST
COUNTY CUMBERLAND IX] CERTrF,
REHIT PAYHEHT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HARRIS SAVINGS BANK h8s provided the Dep.rtHllt with the Infar..tlon I ht~ below Which ha, bHn u.ed in c.lcul.tlng the
pot~tlal taM du.. Their record. Indlcat. th.t at the daath 0' the abova d8c~~t, you were . Joint owner/bene'iclarv 0' thi, eccount.
If you '..I this Infor..tlon I' incorrect, pl.... obtain Nritten correction 'r~ the 'Inencl,1 In.tltutlon, attech a copy to thl, for.
~ return it tn the above .ddr.... Thl, .ccount t. t~weble In eccordance .Ith t~ InheritftnCa Tftw leN' of ~ r~~'.h n' Penn.vlvenl~.
au.stlon, ..v be en'Nlr~ bv c.lllng (117) 711-"21.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 17-54-186968 Dote 11-02-90
E.tohlhhod
10,038.15
50.000
5,019.08
.15
752.86
TAXPAYER RESPONSE
<F'AILUIl.."'OR~flOHD."'~L1.:ResUL,.< ~N?A..... OFF'IP~Al;y,TAX~t18l!8flN!HT. ~8l!I1,'OH,.HItI,<NcrrIP!
Account aalanca
Parcent Tax8bl.
Aoount Subjoct to Tox
Tax Rat.
Potential rax Du.
K
x
PART
ill
To Inwr. proper credit to YOU" eccount, tva
(Z) copl.. 0' thh noUn .u.t acCDllPWlW your
paWHllt to thl Ragl'tar of NIII.. "aka check
pawabl. tal ""Ratl.tar of NUh, Aoant...
NOTEI If t.x pa~h a'" alda within thr..
(5) ""thl of thl dec.ant'. "ta of cM.th,
wou ..w deduct . 5% dl.count of the t.x due.
Anv lmerhene. taM due ..Ill becOH d.linquent
nlM C9J tIORth. .ftar the d.t, of dtl.th.
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The 1Ibov. In'or_tlon end tax due h corrlGt.
1. You _w chou.. to r..it p.,.."t to the Regll",. of WIll. ",Ith two copl.. of thh notlc. to obt.ln
a discount or .vold Int.r..t, or YOU "V check box ..,.. end raturn thl. notlc. to the Regllt.r of
Will. and en offlcl.1 .......-nt ",III be I..ued bW the p, o.p.rtHllt of Revenue.
a. 0 TM abov. ....t h8. ba." or ",Ill be repart~ end tax paid with the Pennawlnnl. l~r1tllnC. Tax return
to be ,lled bw the decedwtt'. repr..""tatlv..
c.
Th. above Infaraatlon l~ncorrlCt and/aF:!{llbh and d.ductlon. were p.ld bv wou.
ou lIU.t cOIIpI.t. PART l!.J lIOd/or PART L.!.J bIIlhl.
If you indica. . different ~ r.t., pl.... .t.t. your
r.laUon8hlp to dac.d.nt I (") toJ
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT'TRUST ACCOUNTS
LIHE 1. Doto E.toblhhod 1 I \ I ~ I 0. ()
2. Account a_lanc. 2 \ (') I ('\ 3~ I ,<.,-
3. Porcont To.oblo 3 M c::;- 0 , () () 0
4. A.ount Subj.ct to Tox 4 C:;-I () \ q I C'i?
5. Debto end Deduction. 5 - ()
6. Aoount Toxohlo 6"<> I 0 let I ('\'i{
7, Tax Rat. 7 ~ , (") V,
a.TlllCDuo a -"01,14-
DEBTS AND DEDUCTIONS
PART
I!l
DATE
PAID
PAYEE
.;.. . ',: OFFICIAl:' USE' ONlV:'O AAFI'
. 'P~ri k; ,p.~;D.I;~A~T"ENT .,OJ;".~~~~~U.~;; 'i:\
t/,. . .,;.';.;'.'::.;: ':,:,:;: '-"';"':':':: "',' ;.;:'.-.;.,,-. :';':'~
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CLAIMED
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DESCRIPTION
AMOUNT PAID
~ I
TOTAL CEntar on Line 5 of Tax Cu.putatJonJ .
r Under penaltJ.. of p.rjury, I daclara that tha fact.
" 'lcolIPl.t. to tha ba" of .y knowl.dga and belief.
). lviVi'~ tv, \:' c. ~_~klf
TAXP ER SIGNATURE
I hava reported above ar. true, correct
HOME c" I\)) \" - 'is- - I
WORK ( '-I ~ ) 9 5'" <:;- - ~ " I '1
TELEPHONE NUMBER
end
1,-,
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PI.IIPOSE ..
NOna.
To 'ul'lll tn. requlr..-nts 0' Section 2140 0' the l~rlt~. ~ E.tlts Tax Act, Act ZZ 0' 1991. 172 P.I.
Section Z140).
PA'mENT I
DetKh thII tDP partlon 0' thh Hotlc. Md sutllllt with your p.~t to U. Regllts,. a' Willi prlnt~ on the
r.vllt.. Ilde.
_. HIk. chKk 0,. MMY o,.chlr PIYMlI. tOI REGISTER'" WILLS, AGDff.
All paWl*1t1 rec.lved .hall Unt be ."l1ed to MY Intl,...t which ~ bI d&MI, with ."y r...lnde,. IPPl1ed to the t'M.
REfUHD(CRh
A r.'und of . taM crlldlt, Mhlch .,.. not "''''ltM DR the tlM ,..turn, NY be r~.ted by coepl.Ung ." "ApplJcaUon
for Ra'und af Pann.ylvanla lnhlrlt8ftC. Md E.tat. Tax" lREV"1515). Appllc.tlon. .,.. IV.IIMlI, at the Offlc. of
the Regllta" 0' Willi, any of thl 25 Ravenue DI.trlet Offlc.. 0,. by callIng thl special Z4-hour In~rlng ..rvlc.
~,.a fa,. 'or.. o,.d."lngl In PennSYlvanl1 l"100.56Z"Z050, out. Ide Pennlylvanl. Md .,Ithln loc.l
Ha,.rl.burl ar.. (717) 7'7-1094, TDD' (717) 77Z.ZISZ IHlarlng l.,alred Onlv).
OBJECTIONS I Any p.,.ty In Int.r..t not ..tllfled with thl appr.lllllftt, allowanc. 0,. dl..llowanca 0' deduction. 0,. ......-.nt
of tax (Including dl.count 0,. Int.r..t) a. shown an thl. Hatlc. ..y abject .,Ithln .I.ty (6a) day. 0' rsc.lpt of
thll MoUc. bYI
".wrlttan prat..t to thl PA O.,lrt-.nt a' R.vlftUl, Ia.rd of Appeal., Dept. 211021, Harrl.burl, PA 17121"1021, OR
--.lactlng to ~a thl ..tta,. dat.r.lned at the 8Udlt a' the ICcount 0' the par~.l r.pr..antatlvl, OR
--appaal to the Orphan.' Court
AOtUH"
ISTRAlIVE
CORRECTIONSI
F.etual .rro,.. dl.cavarad on thl. ......-.nt should bI Iddr"'ad In writing tal PA DIp.rtsent a' Ravenue,
Burlau af Individual TIMa., ATTHI Po.t AII'.lsent R.vl... unit, DEPT. 210601, Har,.llburg, PA 17121-0601
Phone (717) 7'7-6505, S.. paoa 5 0' thl booklat -In.tructlon. 'or Inherltanc. T.x Raturn 'or a R..ldent
Dac~t.. (REv-1501) '0,. an aMPlanotlon 0' a~lnl.tr.tlv.lY carr.etlbl. arrars.
arscOUHT I
If any talC dua; II plld within thr.. (5) ul.ndar IIOnth. atta,. the decedent'. daath, . flva PIIrcant (5:U
dllcaunt af the taM paid .. allowed.
INTEREST I
Intarllt II chargad baglnnlng .,lth fI,.,t day of dIIUnquancy, Dr nine (,) IIDf'lth. Md ana (lJ day
frlMl thl data 0' d.ath, to the data of Plwnnt. Tax.. which bee-. delinquent M'or. J.....ry 1, 1912
baa,. Intara.t at thl rat. a' .1. (6%) parcent par annu. calculat~ .t . dellY rat. 0' .000164.
All talCI. Nhlch MC'" dallnquent on ar aftar JlnUlry 1, .,IZ will b.lr Intarl.t .t . rata which ulll vary froe
calande,. nar to cllendar y..r .,ith that rlt. announced by the PA Depart.."t of Rev..... ThI appllcabl.
. Intar..t r.tas for 1912 through 1996 ar.1
'tIIr tntara.t R.ta Dallv Intar..t Fsctar
Iur Intarnt A.t. D.llv lntara.t Faetar
1917 .. .000241
1'11.1"1 IlX .aoasGI
'''2 'X .000241
1"5"1994 T.l .000192
1"5.1'" .. .oaozu
1912
1985
"..
"IS
1916
ulntarllt
ZDX
16iC
IlX
1>%
lOX
I. calculated ..
.000541
.OOOUI
.000501
.Ooas56
.OaOZ74
follotr11"
IHTEREST . BALAHCE OF TAlC UHPAID X HUlIIER OF DAYS DELIHQUENT K DAILY INTEREST FACTOR
....Any Notlc. I..u.d Ift.r thl tax bee.... dtillnquant will nl1Mt an Intan.t cIlculatlon to flit..., US) dlY'
bayond thl d.ta af thl .......-nt. If pay,,"t I. -.da aft.r the Intar..t coaputatlon dat. .hoMn on the
Hotlc., addltlonsl lnt.ra.t .u.t be calculltad.
I:
i".,
;';"J
"-
't.]
!,""
_ ..:J
00
PIA>OSE IlF
NOnal
To fulfUl the r~lr....t. of Section 2141 of the InMr1t~ end Eltata Ta. Aat, Aat ZZ of 1"1.- C7Z P.I.
IHUon 214DJ.
PAVttEKT.
DetHh tM top portion of thla Notlca end ....It ..Ith yOUr pa"",t to the Reglstar of WUIa prlnt.cl on the
ravar.a .Iet..
-- H~a check or IIOfMIY or.r pay_Ia tOI REDISTER Of WILLS, AGENT.
All p.~t. nc,lv~ shell first b, applied to an, Int.r..t which ..y H due, with an, r...lnellr applied to the tax.
RU1.IHDCCAh
A reflnd of a te. cr~lt, which w.a not requeated on the ta. r.turn, "Y H r....ted b, co..hUng M "AppIlCIIUon
for A.fund of PennaYlvanla Inherltanca and E.t.t. Ta." CREY"1515). AppIIClltlon. .ra av.llabla .t the Offlc' of
the Reglat.r of WUla, "'w of the ZJ A.venue Olatrlot Dfflc.. or by ceUlng the IP"I.I 24-hour ."....rl.... "rvlca
nu.ber. for far.. oret.rlngl In Penn.wlvanl, 1-111-562-'050, out.let. Penn.wlvanle end within loc.1
Harrlsbur. .r.a (717) 7.7-1094, TOO. (717) 712-22$2 CHI.rlng I...lred Only).
OBJECTlONSI An, party In Int"a.t not IIU.fled with the app"......,t, aUowanca or dl..UOWIInC. of deduction. or .........t
of tl. (IncludIng dl.count or Int.r..t) .. ahown on thl. Notlc. ..y abject within al.tw (60) day. of recalpt of
th.. Notlca bY'
.-wrIU-. prot..t to the PA DIp'rt...,t of A.venue, lo.rd of &pp...., D.pt. 211021, H"rlsburl, PA 171ZI"lOZl, OR
--.lectS". to h.v, the ..tter ..teralMd .t the IUd I t of the ICCot.rlt of the peraanal raprll."taUv., OR
--appa.l to the Orphan.' Court
AOftIH"
ISTRATlY!
CORRECTIONS I
hatual arror. discovered on this .....sawtt should be addra"lld In wrltSng tal PA o..>>.rtMnt of Ravanua,
Buraau of Indlvldu.1 T...., ATTHI Pa.t A........,t A.ylew Unit, DEPT. ZID'DI, Harrl~rl, PA 1712.-0'11
Phon. (717) 7.7-65DS. ,.. psg, 5 of thl bookl.t "In.tructlon. for Inherltanc. Tax R'turn for a R..ldent
Decadent" (REV-ISDI) for en ..plan.tlon of IdIlnl.tr.tlv.ly cor~8Ct~l, .rror..
DISCIUfTI
II "'w tax due J. p.ld wlthJn thr., (5) c.landa~ .unthl .ft.r the decadent.. d.ath, . flv. p.rcent (~)
dl.count af the t.. p.ld I. .llowed.
INTEREST I
Int'~alt h charled blglmJ". with first day 01 et.Unquanoy, O~ nJne (9) aonth. and one (1) day
IrOll the dati of death, to the data of pa..."t. T..a. Which bee... daUrKfl*lt bIIlara J.......ry I, 1912
be.r Int.r..t .t the r.ta of II. (6X) percent pe~ annu. calculated at . dallw rata of .Dool64.
All t.... which bee... delinquent on or .ft.r J~'r, I, 19.2 will ba.r lnt.r..t .t . r.t. Which will vary f~u.
c.lender yaer to c'llIndar v-er ..lth th.t ~.t. announced by thl PA Depart..,t of A.venua. The appllc_1a
Int.r..t r.t.. for 19.2 th~OUIh 1", .r"
bar Int.r.st R.t. O..lv Int.r..t FRetar UIr Int.,...t a.t. D.l1v Int.,...t FlNltar
1912 "X ,DD05U 1917 .X .000247
1915 lOX .IOOU' .,....1.,1 IIX .000301
1914 IIX .DDUn 199' OX .00OZ47
1915 UX ,aaU56 1"5-1994 n .0001n
1916 lax .DDOZ74 1995-1996 OX .OOD247
..Internt J. c.lculat~ a. followll
INTEllEllT .. BALAllCE OF TAK UNPAID X NVKIER OF DAYS DELINQUENT X DAILY INTEllEllT FACTOR
--An, Hotlca J..UId .ft.r the tax beeDle. dall~t ..Ill ~.fllCt an Inter..t calculation to 'I,tlan (IS) dew.
be,ond the data of the ........,t, If P8YMnt II ... .ft.r the Intar..t coaputat1an data shown an the
Hotlc., addltlon.l Int.ra.t au.t be c'lcul.t~.
ctJtftJtM.I... nl Of' PENNSVLVANIA
DlPARltlENI Of' REVENUE
IUAUU Of' INDIVIDUAL TAXU
DOl. UUOl
HARRIIIURO, PA 17111.0'11
*'
FILE NO. 21 - q <; - y>O()
ACN 95159919
DATI! 12-20-95
TYPE OF ACCOUNT
IX] SAVINGS
o CHECKING
o TRUST
o CERTIF,
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
111-114111"'11''''
EST. OF HELEN M CAMPBELL
5.5. NO. 185-26-0452
DATE OF DEAt11 07-26-95
COUNTY CUMBERLAND
MARJORIE H SCHLUSSER
614 5 HANOVER ST
CARLISLE PA 17013
RE"IT PAV"ENT AND FORNS TOo
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HARRIS SAVINGS BANK h.. provld4MI the Depart..."t with the In'or..tlon lht8d belDt11 which ha. bMn Uled In nlc:ul.tlntI tM
potential tax ....... 1helr tKord. IncHeata that at the Hath 0' the 8bDv. declldent, you ....r. . Joint CMMrlbanllUcI.ry of this acCD4A1t.
I' yOU ,..1 thl. In'o,..tlon I. Incorraot, pl.... obtain written cnrr.ctlon 'roe the 'i~l.l In.tltutlon, atteeh . copy to thl. 'or.
fWWI r.tI,,"" It tn tn. MMlV' ecfojr.... Thl, ~cO'.",t Is tlllabla in accordMce with u.. Inhnltrl:: lox Low. at the C~=lth of Pamnlvanl..
Qu..tlon. -v be ."....r8d bV c.Uing (717) 717.IJZ7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 17-50-008976 Doto 07-19-91
E.tohllohod
Account aa1anca
P.rcent Taxllb1.
AoDunt Subject to To.
Tax Rat.
Potential Tax Du.
To Insur. proper credit to vour account, two
(I) copl.. of thl. notice .,.t ecccMIPWlV your
par-ant to the Reol.t.r 0' Will.. Kek. chack
p.yabla tal ~..I.t.r of Willi, &g.nt-.
PART
m
10,033.88
50.000
5,016.94
.15
752.54
TAXPAYER RESPONSE
':..I"!i~~~I!.!rOLR~~l!Dk".X.I,Liw.~""rLXII.L~.!~l;I"~CX!iL';,r~:. ,,8~~"I!ItT;.J{I!I~i.CItl.LJtlX~;.ItC)1XCI!.....
x
HOTEl If tax pu.."t. .ra uda within thr..
(S) .with. of the decedent'. dIIta of dlieth,
you .y dMMIt . 5% dllCOUl'lt 0' the tIX dUe.
MY lmarltW'C1 tu due ..ill bIcOIII dIIll~t
nlM (91 .unth. .flar the data 0' dMth.
x
[CHECK ]
ONE
BLOCK
ONLY
A. 0 thII 1Ibov. I,,'oncatlon ~ tile due i. correat.
1. VOU..V choale to r..1t p...-ant to the Reght.r of WiU. ..ith two cOflla. 0' this notlca to obtain
. d"count or hoid intarelt, or you HV chadc bax -A- Bnd return this nollce to tt. R....tar 0'
will. and an official ........"t will be ll~ by the PA Dap.rt.ent of R.yenue,
I, D TtMI .-bov. ....t h.. bMn or ..111 " raported and tu p.ld ..lth tM P"'1Y1","1. lmarlbnca: Tn r.tum
to be filed bV the decadent'. rapr..."t.tlw.
C. 'ft1 The abova Infor..tlon l~ncorrKt and/o~t. ~ dedUctions WIre paid by you, .. )
~04J .,.t cOIIPlet. PART l!J and/or PART L!J below. l n !J..,...~ \1\,' ('., ""\'\l\ f '\l' \-\ ,~c h\u .....<'.'
If you indlcata . diffarent tax rat., pl.... .tat. your
r.1atlonahlp to d.Q.dantl
PART
~
TAX RETURN - COMPUTATION
LIHE 1. Doto E.tobllahod
2. Account aa1ane.
S. P.rcant Taxab1a
4. Aoount SubJ.ct to To.
5. Dobto end Doductlon.
6. A~t Taxabla
7. T.x Rat.
8. T.x Dua
..../:...,.,.;.~"..:,.;:.:..:' :.OFFIClu..'.'.USE'.!.ON' u,:::h. ...,....AF
>>:,;,:,:;::;.:,::,,{) :::_:~,.: ,'",' :,'. '~'~:':"" '':-:' <::'_'; _, ."':"':: .\:. W,:,,,," ..:~
OF TAX ON JOINT/n,UST ACCOUNTS
,.', ,"'-.'"
(' 1 .. \ C\ . q I
\ n (\ ',1j ..-~ , ')./,-!
,~ (, . (\(""1 (\
<;-1 (lIt, .~4-
~ I S("\r;""t , (r
, .", I I I"~
I nit":
Lj('l"l'
DEBTS AND DEDUCTIONS
1
2
3 X
4
5
6
7 X
e
, , e
i~
";';:::;~: : ::;~
, :::~
',' : ~
, '.....l.',
.:',,-,;,': J
':';';-''-:
CLAIMED
PART
I!I
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
r:.(
,~,'-
0;, C. (1.
r,'.
.'
, "'c
. ...,,'
,
TOTAL (En on Une 5 of Tax ColIPU .Uon) .
Under pen.1tl.. of parjury, I dea1ara that the fact. I have rapGrted above ara true, correct and
c"""loto to tho bo.t of ." knowlodgo end bellof. HOME Cl \") ) ,}. q (I. 'S '/'. q '"
WORK </\'1) ~l,'-S" <;-',TI
TELEPHONE NUMBER DATE
\,'\JtttQHWCJ.,TH Of PEHHSVLYAHIA
D[PARHtDfT or: REVEHlJ[
"AU Of INDIYIDUAl TAXEI
IJ[pT. 110601
HARRIIIURO, PI. 17121.0'01
*'
FILE NO. 21
ACN 95159919
DATI! 12-20-95
TYPE OF ACCOUNT
EST. OF HELEN M CAMPBELL IX] SAVINGS
5.5. NO. 185-26-0452 o CHECKING
DATE OF DEATH 07-26-95 0 TRUST
COUNTY CUMBERLAND 0 CERUF.
REHIT PAVHENT AND FDRHS TO'
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
'''.lkln",.,.")
MARJORIE H SCHLUSSER
614 S HANOVER ST
CARLISLE PA 17013
HARRIS SAVINGS BANK hat provided u. Dep.rtMnt wlth thI In'or..tion 1htM ~I_ .....Ich hII. bMn UIM In c.lcu1aUng ttt.
potlnUa. tall ...... T"..,. ncotd. Indlcat. that at tt. death a' thl IIbov. dM:Mlent, WDU WI,.. . Joint DWMt/MnliflCllatw a' thh IMlCOW'lt.
If wou '_1 thh In'ar..Uon h IncortHt, pl.... obhln wrltt_ carraoUon 'r~ the flMnClI.1 In.tltutJon, aUMh . cop, to thla 'or.
IIWWI r.harn It to tha 1Ihov. 1Idd,..... Thll MCOI.I"It Sa t...Il. In accorRnCl' "Ith tM If'llMrlt."". Tu I..., ,., ttt. r..IlL4_lth 0' P"""IIYIVIWIla.
bltlon. _, ita ....,..rM bY' ceiling (717) 717.1327.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYH!NT INSTRUCTIONS
Account No. 17-50-008976 D.t. 07-19-91
E.toblhhod
Acoount 1.1..... 10.033.88
P.rcent T.xobl. X 50.000
Aoount Subj.ct to TO)( 5.016.94
TO)( R.t. X .15
PotenU.l T.x Duo 752.54
PART TAXPAYER RESPONSE
[!] I !:..'~~lil.lRl',)r~:"q~i.:."JLt~.~.~l/~"i~MJ~j~ff~c;J~:j!r~:~~~"I"'V.AA8~.\!mNrn'~F.~~.c;!%1
A. 0 TtMI IIbov. In'o,...Uan and tall dua II corraot.
1. You..W choa.. to n.tt p.~t to h Aaglst.r of HUh with two copl.. 0' thla not!C8 to obtain
a dhcCU1t or avoid Inhr..t, Dr WDU ..w cn.ck boll ..... and ratum thh notic. to the Ragl.t.r 0'
Will. and ... o"lcl.1 ......-ant "Ill be 1.1UId by the P' Dapart.ant 0' Ravanua.
To In.ut. proper credit to )'OUr acCCU1t, tllO
(2) Cop I.. 0' this notic. ...t 1GCl0000"Y YDUr
p.,..,.t to the Retht.,. 0' IIllh. ".... chack
,a,.ol. tal "'Retl.t.r 0' Will., Aeent-.
HOTEl If hll pa,..,.t. ar. ... "Ithln thr..
IS) ~th. 0' thl dM:edent". etata 0' death,
WOU ..w deduct a SX dlM..,t 0' the tall dua.
Any If'llMrltanc. till dua "Ill bacOM dal1~t
nine e,) .anth. aftar the data ., death.
[CHECK ]
ONE
BLOCK
ONLY
I. 0 TM IIbov. ....t hat bean or will be reportad wad tu ,.Id with ttM P....,.'IVWlI. 1~lhnce Tax raturn
to ita 'Had bw the dacedant". rapra.."t.tlv..
C. 'fV1' TtMI IIbov. In'ol"..tlon I~ncorract andI~" and deduction. "'1"' p.ld by you.
f'YDU IN.t cDIIPI... PART l!..J ~or PART ~ t.l_.
If you indicat. . diff.rent tax r.t., pl.... .t.t. your
r.lationahlp to dee.dentl
PART
~
TAX RETURN - COMPUTATION
LIHE 1. D.t. E.tobllahod
2. Account Balanc.
S. P.rc..,t To:abl.
4. A.ount Subj.ct to TO)(
5. Debt. end Doductlon.
6" ~t Taxabl.
7. Tax Rat.
8. Tax Due
l'~~ij,,::,.:.:::~~~~J~~~~~I;(Uj~!.~~~i~:~~
OF TAX ON JDINUTlllIsr ACCOUNTS
1 f'.!'-\C\ -q,
2 I,.. , ('\ 'j, -.l, , 'I. Yo
:5)( t <;-,., I (}i]l'
4 ~, C' \ f,- , '1 q,
: :"/ ~~~-','-i$
7 x I n (/,
a Cf ('l ,,0
<~: ;':!::i~':: ~':!:: :i;: i::: i::; :i:;: :ii: i ~~ i~
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
~ t_
~
,,<-
t "l.t
N
("
.
TOTAL (En er an- ine 5 of Tax COIIpU . ion)
.
Under ~.ltl.. of perjury, I decl.r. th.t the fact.
co~lat. to the beat of .y knowledge and ball.f.
I MV. reported above er. true, corraot and
HOME (I \ 'I ) .:.}(I-~l' .oS'XCI -<,
WORK r III ) ..,) Ll- -~ - S.'7, ., -i
TELEPHONE NUMBER ATE
TAXPAYER SIGNATURE
,
,
. ,
GENERAL INFORMATION
1. FAILURe TO RESI'ONII WILL RESULT IH AN OfFICIAL TAX ASSESSltENT .Ith _11"'.0 In'orn' ..... on In'or..llon
MMI"ed bv the flMnClI.l In.t1tutlon.
I. lm-r1t-noa t.. bee_I "'lI~t nine ...,th, IU" the decedent'. IMh of dMth.
S. " Joint RClDUr'I' .. "...1, ,yen though the decedent'. n-. wa. .oded .1 . ..th,. Df convenlWICI.
4. Aocount. (Including tho.. held bet"'"" hulbMd Md .,If.) which the decedent put In Joint MM' within one v..r prior to
....th Ir. 'ull, "...Is .1 tren,'.re.
I. Acc......h .,hbUshed Jolnth MtWMn hutb.wf WId 1iI1f, .n thM OM ....,. prior to cMlth Ir. not t.ubl..
.. Account. held b, . decedent -In trult far. ~ther or other. .r. t'._I, full,.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. ILOCI... If thll In'.r..tlon wM:I cOIIPUhtlon In the notlu .r. correct Md cMcNctlon. .r. not belntl cl,lled, placl ... '")C.
In blodl .,.. 0' Plrt 1 of the -Tup.,.r R.tpon.... ..ctlon. Ilgn two copl.. ..... tut.lt thM with Jour check for the .-unt 0'
tax to the R".I'.r af Will, of the count, Indicated. The PI o.plrt-.nt 0' A,venue 1iI111 I.sue WI offlcl_. ......-ent
era... REV-I"' DC) upon rMI.pt of the nturn 'rOIl the R..ht,,. of Willi.
I. IlOCl( I . If the ....t .peelfl'" on thh notlc. M' bMn 0,. ..III be ,.epo,.t... end tn p.ld ..Ith the p,,-,,'Ylvenl' Inhe,.Uenc.
Tn R.turn filed by the Meedent.. r...,...."t.tlv., plec. en ..... In block ..... of P.,.t I of the WY..p.y.,. R..pon.... .eoUon. ,1",....
copy end r.turn to the PA Dep.,.t-.nt of R.venu., lur.eu of Indlvlduel T...., Dlpt ZID'DI, "-rrlaburl, PA 171'1-0'01 In the
envelope provIded.
s. IlOCl( C - If the notlc. Infor..Uon Ie Incorrect endJor deWctlon. .r. being cl.INd, check block '"C"" end c..l.t. P.rt. Z end J
~ri::ll'" to tho Ir..tru:ltlenc h.S",," , .':r' t_ ,...1.. find .....It t~ ..lth your checal; for the MOUnt of tax "_I. to the R..I...,.
of WUh of the county IndSut.... The PA Depe,.btent of Rev... ..IU 1.._ ., offlcl.1 ........"t (For. REV-1M' DC) ~ rec.lpt
of the r.turn f,.OII the R....t.r of "UII.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.,. the at. the eccount orlllNllb .... e.teblhhed Dr titled In the ....,.r .d.u", .t dIIt. of dMth.
NOrE. fa,.. dHedent dwlng .ft.,. IZlU/I'. Account. ....Ich the decedent put In Joint ~. ..Ithln one (1) Y"" of ....th .,..
tp_l. fullw .. t,.en.f.,... HcMMv.,., there 11 en '.IIlolu.lon not to 'l(c.-d tS,DDD pII" tr....,.r.. r...rdl... of the valu. of
the eccount 0,. the ftUlIbIi;r of Kcounh held.
I' . doubl. ..t.,.I~ (..) ."..r. be'or. your 'I,..t naee In the eddr... po,.tlon 0' thl. notlc., the 'S,DO' ,.IIlclu.lon
.lr88dw h.. bMn deduct... 'roe the 8CCIU\t belene. " ,.eported by the flMnClI.1 In.tltuUon.
Z. Ent.,. the tot.1 bIllenc. of the "count lnoludlng Int.,...t accrued to the dIIt. of ....th.
J. The pe,.cent of the ecCDU'tt thet 11 taxllble for .ach ",rvlvor 11 .t....lned .. fol10111"
A. The pe,.cent taxllbl. '0,. Joint ....t. ..tllbll-.s .on thM .... yew ,..IDr to the decadent-. dMthl
1 DIYlDED I., TOTAL tuGER Of
.JOIKTDWHERI
Ex...I.. A Joint ....t r......,....
D1YIDDI 1'1 TOTAL ~ Of X 100 - PEACEHT TAXAIlE
stIIVIVIHQ .JOINT QWtiEJtI
In the ...... of the dec.....t end two other perlOn..
1 DIVIDED 1'1 J (.JOINT OWNERS) DIV1DDJ I't Z (Sl.INlVORS) - .161 . IDO .. 1'.7% nAXAIlE fOR EACH SUAY1WA)
I. The pIIrc....t taxebl. 'Dr ...... cr..ted ..Ithln one y..,. of the ct.cedent.. dNth 0,. eccounts owned by the decectMt but held
In tru.t for another Indlvldual(s) (tru.t beneflel.,.I..J,
1 DIYIDED IV TOTAL tumER Of' SUAYIVlNO .JOINT
ONHERS DR TRUST IEHEFICIARIES
. lDD - PDtCDCT TAXAILE
Ex...I.. Joint eccount r....t...... In thl "... 0' the decedent Ind two other pa,.lOn. Ind ..tliblllhld ..Ithln _ YMr of dHth by
thl dIe.."t.
1 DIVIDED IV I (SUAYIYORS) -.50 . IDD . sax CTAXAIlE FDA EACH SUAY1VDAJ
4. The.-unt .ubJeot to tax (11,... 4) II det.r.lned by ....Itlphlng thl HCOWlt b.lenc. (11,... 2J by thl pIIrcWlt taxabl. Ulne 5).
S. ""t.r thl tot.. of thl debt. ~ deduction. II.ted In P.,.t S.
,. The ~t t..libl. Uln. 6J h det.r.1Md bY' .ubtrlHltlF'l the deb.. Md deduction. UJ,... SJ froe thl IIlOU"It .ubJMlt to ".Ill (line 4).
7. Ent.r the approprl.t. tax ret. (line 7) II dat.r.lned below.
A. Fo,. dlt.. of de.th occur,.lng .ft.r 61JD/94, the tlllC ,..t.. '0,. trM.'.... to apou... .r. .. follow..
1. D.t.. 0' death on Dr ,'t.,. 7/1/94 and befo,.. 1/1/95 the r.t. I. 3%.
Z. D.t.. of ~th on 0,. .'t.,. 1/1/9S t~an.f.r. to apou... ..Ill be taxad .t OX tax ,..t..
Hot.. for eMit.. of dMth p,.lo,. ta 711194 t~...If.,.. to apou... .r. taxllbl. .t 0.
I. T~""".r. to lIMaI de.candlnt. lnoludlng f.ther, IIOther, .on, dlught.r, grendchlldr..., .on-In-I""
daught.r-In-I..., .tepchlld ..s thel,. III'" .r. tulbl. It .he percant (6%).
c. Tren"'~' tD .11 other. Including brother, .l.t.,., uncle, aunt, nephew end nlH' .r. taxllbl. .t fifteen percent (15%).
D. If you chInga the tax ,..t., pl.... apealfY' your ral.tJonlhlp to thlt decedent In the ..... provided.
I. The MOW'lt of tax due UI". ., II det.,..lned by ....ltlplylng the I8CU'1t taxabl. (II". 6J by the tax rat. Ulna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AllDWllbI. debt. Mid deduction. .,.. det.,..lned .. 'ollow..
A. Yau l...llY' .r. r.apon.lbl. fo,. p.yeent, 0,. the ..t.t. tubjHt to ~Inl.t,..tlon by . par.onel repr..ent.tlv. I. In.ufflelent
to p.y the deductlbl. It....
I. You MNally p.ld thl deb.. .ft.,. ..th of the decedent end CIr'I furnish p~DOf of ~t.
c. Deb.. bIIlng c1.11lId .....t be it_bid fulh In Part J. If additional .,.ell II nMdId, u.. pllln pape,. . 1IZ- . 11-. Proof of
p.want MY be r"",.ted by the PA DIp.rt-.nt of R.VW1UI.
,.<i"., ".,,'..... . ".."..... '., '.' . ..JAXPAVERASSISTAlICE.:.'.,'... ...,.,..C' .. "."." "":::;,:.,..",..",.,.y,.:.-:.,t\..
,:.",.>:,,, ,,""'>":,'-':'.".i" IF,. yOU, NEED, FURTHER: ,'INFORHATION.:.OR.-."'SSISr"'NCE ;,. CONTACT. "'NY ':,>C.,:,_",,,,;.,._;,,;.,:,:,;,..;
"".,.....;....:......' REeISTER OF WILLS.. PA '. DEPARTHENT' OF' REVENUE DISTRICTOFFICEc.:'.'""":"""""""",,,
· ".. ,/.:.' OR , CALL THE BUREAU OF' INDIVIDUAL ' TAXES.! ' TAXPAVER '.INQUIRY . UNIT""IIt,').:".' ':.:"':".:""'.
HARRISBURG. AT '. (7.17), ,.787-8327 .' '..' '. TDD'.' (717 ):'1'12-2Z5Z.,:CHEARING.. 'IMPAIRED',' ONLV);:;?'
CQttttOHW[Alnt" P(HHSVlVAHIA
D[PAltTJt[HT OF R[YDU
IUAUU 01 INDIVIDUAL TlXll
PEPT. 110611
HARRlllUAG, PA 17111""11
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 95144436
DATE 09-07-95
TYPE OF ACCOUNT
EST. OF HElEN M CAMPBELL 0 SAVINClS
S.S. NO. 185-26-0452 IX] CHECKING
DATE OF DEATH 07-26-95 0 TRUST
COUNTY CUMBERLAND 0 CERTrF.
RE"IT PAY"EHT AND FORKS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
....II4IU'" n.M'
MARGE SCHLUSSER
C/O 104 WINCHESTER GDNS
CARLISLE PA 17013
fINANCIAL TRUST COI1PAH he, provided the o.art..,t with the Info....Uon Ihted IMIOM which hu 1M., u.ed In calculating the
potantlal tax ..... Thai,. reco,.d. Incllcat. th.t at the de.th of the Ilbow dec:lldant, rou wre a Joint C*nII,./b.....f1cl.rr of thl. accCU\t.
If you f..l thh InforMUan II Inco,.rect, '1.... abtaln wrlttln co,.rectl., frM tM flnenclal In.tltuUon, att~ a co,r to ttlh for.
and return It to the IIbavtI addre... Thh Mlc..,t Is taxllbla In KCor~ with the Inherltmca Ta. L.... 0' the ( .....Un 0' P.m'r1"..I..
au..tlen. ... ~ ......,.84 br call1n1 (717) 71'..1.,7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS
AcCCMtit No. 6-61678 D.t. 07-12-84 To InlUr. prope,. creellt to your accCU\t, two
E.tllbllahad III copl.. of this notlc. au" acc..-...., rour
p'..-nt to the Real.t.r of Will.. ~I chick
p.rllbl. tOI ~..I.t.r of Will., &tant-.
MO~I If". ")fHnt. .,.. ..J wlthlt thr..
CJ) aonth. of the decadent.. dlta of d..th,
you ..r daGlet . s:lr: discount 0' the ta. .....
Any lntM,.UIftC. ... .... will bacoaa dallncp.Mnt
nine C'I IIDnlh. aft" the dlt. of de.th.
AccOU'\t SalMea
P.rc..,t Tax..l.'
Aooount Subject to T..
Tax R.t.
Potential T.. Duo
8,666.50
50.000
4,333.25
.06
260.00
TAXPAYER RESPONSE
iI1'r,J1U~NI)i.lll",lli\fllP!Jl.ir;1;1"..A"..OF'FIC:IlWi;1-~;.A$SI!SS"EHT.. BASID....P!l.;'1'H11I... IIP.TICIt
x
x
.1
[CHECK ]
ONE
BLOCK
ONLY
A. 0 ThI abaft Info,...t1on and t.x due h co,.r.ot.
1. You..y choa.. to r..U pa..-nt to the Reaht.,. of Will. with two cop I.. of thlt notlc. to abtaln
a dl.count 0,. avoid Int.r..t, or you ..y check box -,- and r.turn thl. notle. to the R....tl,. of
Will. and ... offlcl.1 .......-nt will be I..uad br thl p, Dap.,.t~t of R.venue.
I. 0 The abova ....t has bean 0,. will be r~,.tad and t.x Plld with the P"""'IV1vMla Inheritance Tax ,..turn
to b. filed bv the dec-*'t', r.,...."t.Uft.
,
c~ TM Itbo.... Infor..Uon l~ncarrlCt lIftdIo~" MIl deWctlonl MIre p.ld by rou.
. r You ault coapl.t. PART ~ MdI.- PART ~ bal....
..,
If you indicat. . dlffer..,t taM r.tn, pl.... .t.t. your
r.l.tlon~lp to d.c.dent,
.........._"""Ofr!~IAI:?USa"l:v'.O..AAF'
PART
l3J
TAX RETURN - COHPUTATION OF TAX ON JQINT/TRUST ACCOUNTS
LIHE 1. Dot. Eat...lhhod 1 I 1'.).1'j!;Cj-.
2. Account a.l..... 2 <;l:. U. (Il&' , .C::;IS
s. P......t T.....l. 5 K .,t'l. 000
4. _t Subject to T.. 4 4-. '?>~.;>:., ~_
S. Debt. _ Doductlon. S - :1= B3&.:f:J
6. _t T.....l. 6
7, Tax R.t. 7 x
8, Tax~ a
. ;::~i:;:\i':>:;:::::'~'::
'.::~,~;),., .
.j-~:l.S ~:t'{~::;::~:: ~:;:i:' :'~~:
'~:::':).{;;;-;;,i
:'~';.
PART
!!J
DATE
DEBTS AND DEDUCTIONS
" 7'
;, :8'
CLAIMED
.. '......--.,
",,;,:,..,,:
.,.;:: -:~:~
::': ;;;; :l::-~ ::";:;: ::: ,~: ,;' :1':-:" ,C"
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
~~,~.~
~ \C!I1. ~Q
IM~~
,.... ".;:. .. ,... . .; ... .......,..,
p.rjury, I decl.r. that ,the fltCt.
y knowledge _ bollof.
c:; P it-
. ~..
DEBTS AND DEDUCTIONS CLAIMED
Date Paid
Payee
Description
Amount Paid
07/28/95
07/29/95
PP&L
Her last electric bill
27.37
215.00
Hilltop Rest.
Luncheon following funeral
maas for family and friends.
08/09/95
08/09/95
United of PA
Her laat phone bill
27.88
32.86
The Early '.. I
Printery
Handout for funeral services
, .
08/09/95
,;jo.'
Wayne NDSS
Flowers
Funeral Flowers
84.80
09/ /95
ck csshed 10/02/95
08/27/95
Rice Memorial
Works
Engraving on tombstone
78.00
. HofCman,Rothld'; Funeral Costs
.l..! ii!' ~;'
TOTAL EXPENSES
$7
. ~
pn
~ (:
..~ . ...
irt.
(-"
<?
LoI
...;"
\.
',~ .
......... Ill'
MOnell
PAYfENTI
AUl.I(O (CA)I
OIJ[CTlDHSI
AlMIH-
lSTAATlYE
CORRfCTlOHSI
DlScrun I
PENAL TV.
INTEREST I
r-
oo- t') l~~
U .~ '0.
e"
" ;; r:c
,- -,
cc I
L~I
" N
.~ ) ~
01
b ..1 .l
'J ~:) "
ClIO: ~ '~
;U
0: c:s
To fulfill the rtHIUlr......h of Section 1140 of the Inhllrlt.w:1 INld [lbl. 'a. Act, Act tI: of 1"1. (72 P.I.
$HUon I..OJ.
DetllCh the top portion of thl. NoUel MIl ..It with vour PI'tHl1t to tM A..ht.r 0' "UlI prlntad an U-
rav.,... ,Ide.
.. N*. chHk or ....y or.,. PIV..I tal REGISTER Of' WILLI, ACDIT.
All p.,....... rlcllv'" ..,.11 flut be ~11" to ...y Inh,..t which .., bl dI.M, with InY r_lnder ...11... to the t.x.
A nftnl 0' . t.. cr.dlt, which .... not r.quested on the hll nturn, ..y ba n",*,tMl by cDIlPlaUng .., "AppllcaUon
for R,'und of pWVtlVlv.,la I""'rlt~. Md EIt,t, 'Ill" (REY-1S!S). Appll~t1on. In IVllhbl. at tM Offlc, of
the R.,hta,. of WUh, ..., of the Z3 R.~ District DUlul or by call1n, the speel,. U"hour WI....,.!'" ,,",lcI
nu.ber. for 'or.. orderlngl In Penn,vIY"'.' 1-IOO-162-2D50, out.l~ P~'Ylv.,l. ~ within I~l
H.rrl~rl .r.. (717. 7.7-ID94, TDDI (717J 77Z~!!5! (He.rlng I~.lred OnlvJ.
Any p.rtv In Inhn.t not ..thUed with thtl eppr.....ent, .UowlWtC. Dr d",UowMC' of dMtuctlon. 0,. ........"t
of talC Uncludlno d"count or Int.r..U .. .hown on this NoUn ..y obJ.ct ",lthln .lkh (6DJ d.V' of reulPt of
thh Hatln bYl
"",rlU.. p,.ot..t to the PA Dep.rt.."t of R.v....., ao.,.d of Appel", Dept. talOU, H.r,.hbura, PA 17121-1021, OR
-...IMtlng to ,..,. the _U." at.ralned It the Mldlt of t:tM ~t of thII per..-. r.,,..Hnt.uv., OR
--.....1 to u. DrphM.. Cou"t
Feetu.1 .,.,.0,.. dl.cov.r.d on thl. ......eent .hoUld be addr....d In Mrltlng tal PA Dep.rt.."t of R.venue,
lurl.u of lndlvl~l T,xI', ATTNI po.t A......."t R.vlew unit, DEPT. ZI06DI, H.rrl.burg, PA 17121-06Dl
"'*'- (717) 717-6505. S.. peg. !o of the bookl.t "In.t,.uctlon. for Inhe,.ltIlnn T.x R.turn for. R..ldent
Decadent~ (REV-ISOIJ fa,. -n .xpl.natlon 0' ~lnl.tr.tlv.ly corr.ctahl. .,.ro,...
If WlY talC ckM I. p.ld ",lthln thr.. (5) cllend.,. aonth. Ift.r thtl decedent'. d'lth, I flv' p."cant (S:U
dlKaunt of thll tax paid .. .1l~.
The lS~ tax ..,..ty nan-partlalpatlon pen.lty .. COllPUted on the tot.1 of thll tax Ind Inta,...t ......ad, Ind not
p.ld bafor. Januarv II, 1996, tM fint dIIV I"ar the end of the tax ..,..tv period. This non-participation
p.,...Uv .. appaalBtlI. In the .... lanner and In the \htI ._ tI.. p.rlod as yOU would appe.1 the tax WMt Int.ra.t
that h., bIen .......d .. Indlcat.d an thl. notlc..
Int.,...t .. charged beginning .,1th fir.t dIIy of delinquency, 0" n1". (9J -.nth. and 0l"II (1) day
frY the dIIt. of de.th, to t:tM dIIt. of PIYMf'it. Tu.. which bKeee dell~t bafor. .....ry 1, 1912
baar Int.r..t at the r.t. of .IM (6%) parcent per ~ calculatad at . dIIIIV rat. 0' .000164.
All hx.. which bK.. cMlInquant an or .ft.,. J...,.ry 1, l'IZ Mill baa" Int.r..t .t a r.t. which .,UI vary 'r_
c.IMdor Y"" to c.land.,. year .,Ith th.t rltl WWKU'tCK bV thl PA o.plrt.."t 0' AIVIII'IUI. The ttppllc.bla
Int.r..t rat.. fa,. l'IZ through 1996 .r'l
~ Int.,...t Rat. OIIlly Int.,...t helo,. V..,. Int.r..t A.ta Dally Int.rut Fec:to"
1912 'OX .000"1 1917 OX .DDUO
I9IS "X .00001 1'....1"1 IIX .DIOSOI
1.64 IIX .0DnOl I'" 'X .OODZU
1915 UX .000556 1995-1994 7lC .OODl'Z
1.16 lOX .000274 1995"1996 OX .DIOZ47
....Int.n.t .. calcul.ted .. follow. I
IHTERE8T . .ALANCE OF TAX UNPAID X KUKlER DF DAY. DELIHQUENT X DAILY IHTEREBT FACTOR
....Any Notlc. lalUld .ftar the taM becaM. dall".,.nt .,UI ,.,UMt .., Int.r.st C11lcul.t1on to fSftMn (5) day.
bayond the d8t. of the ........"t. If p.....t II MIdI .".,. the Intarllt ~htlon data ....... on the
Notice, additional Int.r..t au.t be c.lcul.ted.
~~~..~
u,~,-~~~,-Q..~ G:r G~~c-v
'Ctr\.."J2.~,--~j I EYe\. -.
. \ ,0
;....-
\
-.. ---......-..........-- .~,_.....
,
~J....Q...~~~
I.t, I y~ ~~~~~
Gv-i~u:.9-.cu I EYG\ 110.13
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Ul'
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~::-~-~~7;;:-':I::}\1\~1~:,h,:~'-':.:r,'-,;\{f-:;e;r~:( <:-.'-:'~: i,' '_'-_,7~,::--~::'-_:- - ,>: - . ',' " ,- __ . ,_ f
.'1..,"'o".\IA.,~A.':~"O'8..2.'5. 64' ;'. COMMONWEALTH Of P,E NNSYLV. ~N IA
~.'" ,",', ,.,",' , ,DIPAITMINT OF RIVINUI
J'" .~:,'..,..:...'>,.-"-:..>::-__...-.''.'..iT:i. '.;-_-i~'_<_".-.,'.::.. ,..:.....:.'_..:.,..,.:" ......, .... --, - :u_
:'Ii,;;'~;'li;~;'~',.','OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATETAX ' '
\~.
RECEIVED FROM,
i
ACN
ASSESSMENT P:'I
CONTROL ~
NUMBER
AMOUNT
MARGE SCHLUSSER
~:l1:l'f~19
.VO.70
c/o 104 WINCHESTER GDNS
CARLISLE, PA 17013
_IOtOHfIf
'~Dtl"f
ESTATE INFORMATION,
!II FILE NUMBER
U el-199~-OBOO
!II NAME OF DECEDENT (LAST)
~ CAMPBELL HELEN M
II DATE OF PAYMENT
m POSTMAR E
COUNIY
SSN IB~-e6-04~e
(FIRST) (Mil
DATE OF DEATH
REMARKS
fa TOTAL AMOUNT PAID .90.70
CW
RECEIVED BY 9Jl.l1/1..J (l,,,,./!.~..V~:'>iY/./
/I SION'~ ' '
'/ A/f/.f-.'f/ ;flr1/7-f,
MARY C. LEWIS . ff
REGISTER OF WILLS
MARGE SCHLUSSER
SEAL
CHECK" J61e
REGISTER OF WILLS
t.~--------------"---- ---~-",":,,:,"---~,......_--~-~,-------- -------,-----;j- -~---;.-~.....~
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COfIQM:ALTH OF' PftfrfSYLYAHU
DEPARTMENT OF REytMJE
IURUU Of IHDIY~DUAL TAXES
IJ[PT. ""11
HARRIIIURG, PA 1111'-D6Dl
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 r'''{.5-
ACN 95161494
DATE 12-28-95
TYPE OF ACCOUNT
EST. OF HELEN M CAMPBEll 0 SAVIHOS
S. S. NO. 185-26-0452 0 CHECKING
DATE OF DEATH 07-26-95 0 TRUST
COUNTY CUMBERLAND IX] CERTIF.
RE"IT PAYHENT AND fDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
~
- A' "',
Itn.IMIIIU'U...1
MARJORIE H SCHLUSSER
614 S HANOVER ST
CARLISLE PA 17013
HARRIS SAVINGS BANK he. pra..,ld~ tM D.,ertHnt with tM In'ar.etlan lilt" below whldl he. bMn lI'~ In celculetlna the
pat..,tlel to: 1lkM. TMlr ncord. Indlcete thd et tM deeth of the IIbove dtiCecMnt, you wr. . Joint awnerlbMeflcl.ry of this KCGW1t.
If you ,..1 thh Infar_tlon II Incorrect, pi.... Dbt.ln ..rltt.., correction 'rOIl the 'IMnOI.1 In.tltutlon, enKh . cop~ to this 'or.
.-Mt r.turn It to tM .tMw. IIddr.... Thl. KCGW1t II t..MlI. In KCOrdMc. ,,'th tt. InhtrltWtC. TaM L... of the C.........th a' P""'nlvWlI..
au..tlon. .., be 8n....r" by c.lllng (711) "7-ISI1.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 17-61-198301 Doto 04-15-91
Eotohlhhod
AccOW\t e.llM'M:.
p.,.cent TaMabl.
Mount Subjoot to Tox
Tax R.t.
Potentiol TO)( Duo
20,090.96
50.000
10.045.48
.15
1.506.82
TAXPAYER RESPONSE
i;i!"AIL~I>'I'cr;JIIS~llI! lfILLf.IlUULTiIlt:~'OF~ICIAt;.i,TAX(ASS!8S"IHT,~.S!D\~,TtfI8'NOTICI',.
To In.ur. proper cr.dlt to your Kcount, two
(I) capl.. of thll notice .....t HCoep.", yaur
p.,..,.t to \he Register of WIU.. .... check
p"MlI. tal ""R..ht.r a' Will', Agent-.
x
K
NOTEI If tn p.~t. .r. ... within thr..
(5) ""th. of tM dec~t'e dIIt. 0' d..th,
you ..y dIlduct . ~ dl~t of ... tex dUe.
An, Int.rltenc. tn w. will becoM dIIl1nquMt
"1M (,) IWInth. .fter the date of dHth.
PART
III
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above In'oratlon end tn dUe II correct.
1. You n, choo.. to r_lt pe.,...,t to the Reghtsr of WUII with two copl.. Df thh notlc. tD obt.ln
. dll~t Dr IrYGld lnt.,...., Dr wou ., c:hKk bow -A- end return thll notlc:a to the Register of
Will. .... WI offlCll.1 ........,t will be hsued b, \he PA Dep.rt..,t of Rn.....
I. 0 Th. 8bav. ....t hn bHn Dr "Ill tMI reported end tax peld with the Pennerl"",.. lmerltenc. Tn return
tD be flied by the decedent". ,...".......t.Uv..
c. 'f\;:Y The above InforAtlon I";'ncornct ..uo~eb" and deduction. vera peld by you.
"YOU .,.t cnapl.t. PART l!J endIor PART l!.J belo".
If you JndJc.t. . dlffarent t.K ,..t., pl.... .t.t. you,.
r.l.tlon.hlp to d.cadantl
PART
I!l
.,AX
LIHE
M~TURH . COMPUTATION
1. Dat. E.t.bll.had
2. Account Bal~.
3. p.,.cent Taxabl.
4. Aocunt Subjoot to TO)(
5. OMIt. and Deduction.
6. Aocunt Toxablo
7. Tax Rd.
8. T.x Due
Ojl n;; On JOUiUTiiUST ACCOUHTr,
l....c..,+ I , 1:; ILl \
2 I,--.,} (\ ()(1C'\ ,q V.
3--X-,. <i-el" {"I("'I("'I
4 \0, (' q-<.; I '+l<
5 - "
6-1.0 I ~, \. S' I Y-~'
7 x . l"\ ("
a (" 0 ~ . 1 "'I,
DEBTS AND DEDUCTIONS
/;""oFf;rCIALUSEONI. y"O' AAfl
.~~~ii:~e~:;~~.~,1~,~~~~!:i.q.~:L~.~~.~.~~~?1
:'1'.: ...... ..;.,.",...,............ .. ...,.",... '.". ..
.:;
::"'; ,::,,~~
"; :>~;~
.,
.
...., .i
PART
[!]
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL lEnt.,. on Lln. 5 of Tax COIIpUt.UonJ .
~,. p~ltl.. of perjury, I decl.r. that the fect. I hey. repo,.ted abov. .r. tru., cor,..ut ~
'- ooaplot, to t~ boot af.~ knoWl~"",.ond bollO,f . HOME (".1 ) ;}''-\,<l- ~'/..(I:~ _
---vY\"-:)[;f'rt6 ~\.~, \'-l.:w::.""{--_J)",.;tdllWORK (1\' ) ri.'1,\-",<' I )-j/\~/"-Iv-
TAXPAYER Slt\>lIA RE .roo ~ TELEPHllNE NUMBER --nm---
, .". --. ~_ _... .,.' "4, _ .
RECEIVED FROM.
&
ACN
ASSESSMENT P:'I
CONTROL I;lI
NUMBER
AMOUNT
MARGE SCHLUSSER
'1::llbl<t'f4
.bUr!. I:.:J
614 5 HANOVER
CARLISLE, PA
STREET
17013
'otDHt"",:
r POI../II ESTATE INfORlMTION.
m FI E NUM ER
Y 21-1995-0S00
m NAME Of DECEDENT l.ASl]
~ CAMPBELL HELEN M
11 DATE Of PAYMENT
III POSTMARK DATE
COUNTY
I CUMBERLAND
I DA E Of DEATH
! fa TOTAL AMOUNT PAID .b02. 73
I REMARKS MARGE BCHLU13SER PB
.
I ~ ~J
, SEAL CHECK41 lbl3 RECEIVEDBY//I.t'l/.:/~GNAi.fkI~"I'~ C'h:/
I ,/ ,! Y.... I
I MARY C. LEWIS ''''.. ... ,'.'
I REGISTER OF WILLS REGISTER OF WILLS .U .
l~~~--------~~-~-~----------~-~~-
SGN 185-2b-O'+3e
IfIRSl] IMII
~.
.~
,
<.
,
I
\
'-:"
.
,
'. .
-'
,
."__t
~~
'f:
--::-._._-:-;.......~....b... _ _ -~ r
r -
1....
.
0EV'1604 EX AFP (l2.~5)
COM: 1HWEALTH Of PENNSYLVANIA
OEPIl"HEHT Of' R(\I[HUE
BUREAU OF INDIVIDUAL 'A~ES
D(PT. ZlD"1
HARRISIURG, Pi 17121-0601
/5'-/3"" 'i
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
('1.-/
DATE 06-21-96
ESTATE OF CAMPBELL
HEL EN
M DATE OF DEATH 07-26-95
COUNTY CUMBERLAND
FILE NO, 21 95-0800
S.S/D.C. NO, 185-26-0452
ACN
95144436
REMIT PAYMENT TOI
MARGE SCHLUSSER
C/O 104 WINCHESTER GDNS
CARLISLE PA 17013-0000'
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
'_aunt R...ttt.d
P~_!_~~P_~~.!.~!~..~!~~_.._--~--_.~-~!~~-~_~p_~~~_JP.~~!_~~~_l:~~._~~~~._~!P_~~~~__..__~_.____...____.._____
REV-1604 EX AFP (12-95)
.. INMERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 06-21-96
ESTATE OF CAMPBELL
HELEN
M DATE OF DEATH 07-26-95
COUNTY
CUM8ERLAND
FILE NO. 21 95-0800
ADJUSTMENT BASED ONI
S.S/D.C. NO. 185-26-0452
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
95144436
FINANCIAL INSTITUTIONI FINANCIAL TRUST COMPANY
ACCOUNT NO. 6-61678
TYPE OF ACCOUNT. () SAVINGS (X) CHECKING ( ) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 07-12-84
Account Bulsncs
Percent Tsxuble X
Amount Subject to Tux
Debts end Deductions
Texuble Amount
Tux Rute X
Tux Due
8,666,50
0.500
4,333.25
4,333,25
.00
,06
.00
NOTEI TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TOI "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIOH OF ADOITIOHAL IHTEREST.
, IF TOTAL DUE IS LESS THAN fl, HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIOHS.I
REV. uro EX IUI),.
.'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONwrAllH or P(NNSVlVANtA
DEPARIMENT OF REVENUE
. BUREAU OF tHDIVIDUAL TAXES
DEPI.2110601
HAIlIllSSUIlG, PA 17128.0001
DECEDENT~ NAME
/Y'..'" ....'" N CdH,'"{",,,,''':'
filE NUMBER
"J/7~c..O~o,""
",CN
5'$"./Y'- .y..5~
SCHEDUll
ITEM
NO.
EXPLANAnON OF CHANGES
Doductions in the olllount of $3~,:~: I" hove boon credited to __t_he Jol!.owInll
ACNe I 5' s-;' ~-> F;' 'j
.f
TAX EXAMINER:
.-:7;,/", ,f"AI>)'
PAGE
./
t5o),-N
,I ......
RIV-154S IX AFP (12-95*
COteOMAlfll OF PENNSYLVANIA
DEPARTMENT Of REVENUE
IUREAU Of INDIVIDUAL fAkES
tJDIT. 110601
HARRISIURa, Pi '7111-0601
NOTICE OF INHERITANCE TAX
APPRAIBE"ENT, ALLON^NCE OR DIBALLDNAHCE
OF DEDUCTION l. AHD ASBEBBIIEIIT OF TAK ON
JOINTLY "ELD OR TRUBT ASBETS
DATE 07-01-96
COUNTY
CUMBERLAND
ESTATE OF CAMPBELL
HELEN
M DATE OF DEATH 07-26-95
FILE NO, 21 95-0800
5.S/D.C. NO. 185-26-0452
MARJORIE H SCHLUSSER
614 S HANOVER ST
CARLISLE PA 17013
ACN
95161494
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..itt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rirv=islri-ijf-AFji-iiif:9Si------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMEAT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-01-96
ESTATE OF CAMPBELL
HELEN
M DATE OF DEATH 07-26-95
COUNTY
CUMBERLAND
ACN
95161494
FILE NO, 21 95-0800
TAX RETURN WAS,
S.S/O.C. NO. 185-26-0452
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. HARRIS SAVINGS BANK
ACCOUNT NO.
17-61-198301
TYPE OF ACCOUNT I () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 04-15-91
Account Buhnc.
Percent Tuxubl. X
Amount Subject to Tux
Debts und Deductions
Tuxuble Amount
Tux Rutu X
Tux Due
20,090.96
0,500
10,045,48
,00
10.045.48
.06
602.73
TAX CREDITS:
PAYMENT
DATE
03-19-96
RECEIPT
NUMBER
AA1l2642
DISCOUNT (+)
INTEREST (-)
.00
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT,"
AMOUNT PAID
602.73
602.73
.00
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTERIST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDH OF AOOITIOHAL IHTEREST, ·
IF TOTAL DUE IS LESS THAH .1, NG PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" I CRI, YOU "AY BE DUE A REFUHD.
SEE REVERSE SIDE OF THIS FOR" FOR IHSTRUCTIOHS. I
.
PlIlPOS[ OF
NOnCEI
PAntENT.
REfUrCD (CR).
,... t-:(
"- (")
Q /!! ,rl,
I"
liJ"..; n:
~ \ CO
N
';1 ~
L
'.-.-. l. 'c_
n , ; fj
" '.; ~ ... !3
ala: (l)
a: uu
To fulfill the r.qulr..-nt. of Sectton ll~O of the Inh.rlt~c. ~ E,t... ,.. Act, Act II 0' 1991. 17l P.S.
Section 214D).
DetKh the top porUClf'I of thi. NoUel Met IW.1t with your PIWNnt to ttM Rlaht.,. of N1111 printed on the
rlv.,." ......
... Kek. check or ~w order p.~l. tal REGIITEA OF WILLI, AGENT.
All p.,.ent, r~.lv.d shall 'J,.I' be appll~ to ~v Int.,...t which "V b. due, with ~y ,....lnde,. .pplled to thl tlM.
A ,..fund of . ... credit, whIch w.. not r.qu..t.d on thl tlx r.turn, "y bl requ..tld by caeplltlna ~ ~Appllc.tlon
'or Aefund of P~.ylvanl. Inh'rlt~. Met E,t,t. T..- (AtY-IJll). Appl1cltlonl Ir. IVIllabl. It the OfficIo'
the RI.1I'I,. of Willi, ~y of the ZJ Rlvenue DI.lrlel QI'ICI' Dr by calling thl .peel.. Z4-hour ~.werlng ..rvle.
~r. 'or for.. orderlngl In Penn.ylv~l. l~aOD.S61.Z05D, out.ld. Penn.ylv~l. ~ Mlthln lac. I
"-rrl.burg .r.a (717) 7a7~a09~, TDDI (717) 772-125Z Ilte.rlng 1~.lred Onlv).
OBJECTIONS I Any party In Int.r..t not ..tl.fl~ Mlth the appral...ant, .llow~e or dl..llow.nc. of deduction. ar ......-.nt
af tax (Including dl.count or Int.re.t) .. .hown on thl. Hatlc. ..y abJaet Mlthln .Ixtv (60) d.y. of receipt a'
th" Notlc. by.
"Mrltt., prot..t to the PA D.part.ent of Aav.nua, loard of App...., Dapt. ZaIDII, Harrhburg, PA 1712'.~1DZ1, OR
".IMung to heY. ttMi ..U.r dIIt.ralned .t the eudlt of the .c:caunt of the pIInOMl r..-r..ent.tlve, OR
--.....1 to tM Drphen.' Court
~IH.
ISTRATlYE
CORRECTIONS I
DISCotlfTl
PENALTYI
IHTERESTI
F.c:tu.1 .rror. dl.eov.r~ on thl. .......ent .hould ba .ddr....d In writing tal PA Dep.rt.ent of A.venue,
Bur..u of Indlvldu.1 Tax.., ATTHI pa.t A.......,t R.vlaw unit, DEPT. ZaO'DI, Harrl.burg, PA 1711a-n6DI
Phone (717) 7a7.6505. S.. pa.. S of the booklat -In.tructlon..for Inharlt~. T.. Return far a R..ldent
Decadent- (REV~1501) 'or an .wplenatlon 0' ~lnl.tratlv.lY carract~le arrar..
I' any ta. due I. paid Mlthln thr.. IS) c.lend.r aonth. .,tar the decadent'. death, a flva percent (SX)
dl.count of the tax paid I. allowed.
The 15X tax ..,..ty non-pertlclp.Uon pen.lty h cOIIPUtacf on the tot.1 of the tax and Int.re.t .....Md, ~ not
p.ld befor. January la, 1996, the 'Ir.t day .,tlr the and 0' the t.. .-na.ty perIod. Thl. non.p.rtlclpatlan
pen.lty I. appellable In the .... aMnllr 8nd In the the .... tI.e period n you would appe.1 the tax end Int.r..t
th.t ha. bean ......ed a. Indlc.tad on thl. natlc..
Internt I. chlrgacf beIlnnlng ..lth fint dly 0' dallnquency, ar nihil (91 ~th. and DnrI (1) dav
frOll the dlt. a' duth, to the dat. 0' p.v-tt. T.... .....Ich bee.... delinquent bIIfor. Janulirv 1, 1912
bear Int.r..t .t the nt. 0' .Ile (6X) pare."t par .......... ulcul.t~ .t . dallv rat. of .GDD164.
All t..a. which bee... delinquent on ar .,ter J~.ry I, .,al Mill ba.r Int.r..t .t a r.t. which Mill v.ry frOll
calendar y..r to c.landlr y..r Mlth th.t r.t. arnaunc:ad by the PA Depart.."t 0' R.v....u.. TM .,.IICable
Int.r..t r.t.. 'ar l,ar through 1996 .rel
v." Int.r..t Rat. D.lly Intar..t Factor Va.r Int.rnt R.te Dalh Int.rnt F8Cltor
--
1912 ZDX .000541 1911 OX .DDUO
191:5 I'X .DDDUI '9&1-1991 IIX .D00501
1... IIX .OODSDl I'" 'X .DDDU7
I9IS I3X .00DJ56 1991"199lt 7lC .DDDl9Z
1916 laX .ouun 1995~ 1996 'X .DDU47
....Int.r..t I. c.lcul.t~ .. fallow..
INTEREST . BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Anv NoUn htuad .ftar the tme a.c-.. dall~t ..Ill raflect an Int.r..t .-IOI....Uon to ,1ft.... nS) _.
bavond the data 0' ttMi ..........t. If p.PMt I, .... .ft.r the Intar..t ~t.Uon data IlhoMn on the
Natlc., IIddltl~1 Intar..t MI.t ba calculatad.