HomeMy WebLinkAbout95-00872
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C(ltMJNWI"AllltOf pttoffSVlVAHIA
DlPAAU.-Nt or RfVlMA:
IURUU or INDIVIDUAL tun
DI Pl. tlD'U
UARAIUUA'G, PA I1UI.OUl
,\ '
,.
.) IJ~,_
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FILE NO. 21 -QS. 57,';l
95152495
11-04-95
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ACN
DATE
.n.".' II II'.'.'"
~5T. OF EDITH G BEALE
5.5. NO. 186-38-1804
DATE OF DEATH 08-20-95
COUNTY CUM8ERLAND
TYPE OF ACCOUNT
lXJ SAVINGS
lJ CIIECKIHG
o TRUST
o CIRTlF.
oRPHA J LASH
1460 LINCOLN
CHAM8ERSBURG
RE"IT PAY"ENT AND FDR"S TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 11013
WAY EAST
PA 11201
FARHERS TRUST COHPANY has provided 1M D..,.rl.~1 IWlth the Infat..tlon I "t" belOtll which hu beM Uled In nleulatlnt the
pot."lIal ... due. Thai' recordl Indlc"l. 'hat at the d..th of the Abcn... dec:.d~t. you _n . Joint o)..,.,.r/bltneflcl.,y of thh IH:CCMIlt.
If you 'HI thl, Infor..tlon Is Incorrect, pla..e obt.ln ..,lit." correction f,o. the flnfW'IClal Inllll"llon, alllKh . copy to this fon
ROd r.turn It to the ~V. addr.... Thl. account I' t..~I. In accordRnC. with the I~rll~. I.. 1"'0' the Co-.onwealth of P~.,ly."I..
Quntlonl .., be an._reel by nlllng 17111 II1..Sl1.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Accounl No. 1075128 0.1. OB-03-90
htabUahed
Account Belance
hrcent Takabl.
A~t Subj.ct to
T.lC Rete
Potantl.l T.x Du.
'0 In.ur. pr~r credit to your IKC~', two
ell copl.. of 'hh noUn .u.' ItCCCMIP"'y your
p..,aen' to tM Reghtar of WUh. "a'" cn.ck
pa.,.tila tal ~a.I.'ar of WUh, Agen'..
PART
[!]
1,600.41
B.333
133.36
.06
B.OO
TAXPAYER RESPONSE
FAILURI TO RISPOND WILL RESULT IN AN OFFICIAL TAX AS8ESSNENT BASID ON THIS
NOTICI
x
NOTE I If tall pay..,," ar. .1Ide ..Ithln thr..
(5) ....th. of ,,,. dl!lCeMnt', d.'a of duth,
you ..., dttduct a s.:c dluount of ,he 'n due.
Any InherUenca t.. due IIUI becOMl dellnquent
nine ('B ""'h. .f"r 'h. d.t. of d..th.
T..
x
[ CIlECK ]
ONE
BLOCK
ONLY
A. 0 the ~VI Infor.atlon IInd 'n dua Is corract.
.. You "V chao.. '0 rHIt p.,..nt to tha Regl."r of will. ..lth 1110 cop I.. of thh notlc. 10 Dbhln
a dlscDWlt or avoid Inl.,.,t, or you ..v cn.ck boll -A" and r.lurn Ihls noUu 10 the A.ghl.r of
Will' w'li ., offlcla. ........"t ..Ill be Inued by thl PA 0..,1...,1 of R.~-.oua.
I. 0 The llbav. 11I'.1 hu baWl or 11111 b. r-..arleel end tn paid IIlth IhI P.....,,"hanl. IntMrlhnc:. 1n r.turn
10 be filed by the decadenl" r_r..."tstlv.,
C. 0 1he IIbov. Infor..Uon IMnc:orr.ct IW1d/o~lbh IRi deduction, wer. p.ld by you.
You .u,t coapl.t. PARI l!J and/or PARI ~ balOM.
If you indle.t. . dlff.r.nt tax r.t., pl.... ,t.t. your
relatlon,hip to d.c.dentl
OFFICIAL USE ONLY 0 AAF
DEPARTHENT OF REVENUE
PART
I3J
TA~ k~IUH~ - ~~H~UrATION
LINE 1. Oat. E.tablishad
2. Account aalanc.
3. Parc.nt Takabl.
,.. AltOU\t Subject to Tek
5. Oabt. and O.ductiDn.
6. A.uunt Takable
7. Tax Rate
a. TIM Dua
PA
iAX \.In JOIl..T "TnU~T ACCOU::iC
rHD
ur
1
2
3 X
4
5
&
7 X
B
1
2
3
Ii
5
6
7
8
CLAIMED
PART
[!]
DATE PAID
II-//'h]
DEBTS AND DED~CTIONS
DESCRIPTION
AMOUNT PAl D
;{c"J
PAYEE
'j /., " /,
.. ~,/ .:..', .:-'
I It' /--
r' ./ J,;'
i'
//",.,\
, I
( '. ,-, /,
,
TOTAL IEnt.r on Line 5 of TaM COMPUt.tion)
.
Under pen.lti.. of p.~jyry, I declare th.t the
cOIIP1.t. to the(tt..at Of_...~)\~W~.dge and b.l lef.
(ii() Ir., 'I. /<< -'~
~ ER IGNATURE
feet. I haY. reported abova are
HOME (;/ / ,,') ."J ,.
WORK ( )
TELEPHONE NUMBER
true, correct and
~ (j ~ ,</
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AH OFFICIAL TAX ASSESS"ENT with IIPPllnbla Inti'..' h...t on In'or..tlon
.ut.lttMl b., the flntlnChl In,titutlon.
l. Int,.rlt~. t.. bec:OMI delinquent "I". lIOn'hl a"., It. '*CMMnI" MI. of death.
S. A Joint HCount Is ,..IIbI. a",." I~ the dec:edent". n-. .... Mtded .. .. ..tta, of con\l."I.nc:a.
... Accounh (Includlne tho.. held tMl....... t'lJlbAnd Mld IIlU,' .....Ich the decedent put In Joint ,.,.... within one.,.., prior to
death .r. fulh ,..IIbI. .1 I'M,f.,..
5. Account. ..t~ll~ Jolntl, tMt~ hu.bNnd and wlf. .ut. IhBn one y..r prior to death .r. not t..~l..
.. Account. held b., . decedent "In tru.t to,. IW'llllher or alhe,. .r. '..Rbl, lully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BLOCK A . If the Inlor.allon And c~,.tlon In the nollee .r. correct ~ d~tlon. .r. not baing cl.I-.d, placa ftn .....
In block ..,.. of p"t 1 0' the "'..p..,.' A..pon.... IMtlon. Sign twa cop I.. end .~It I~ with your c~k lor the .-aunt of
hll to the A.,ht,r of wlla. 01 the COU1ly Indluted. fh. PA D.p.rt.."t 0' A.v~ ..UI luue an offlchl ........"t
Iror. R{Y-I~I [X) upon rec.lpt at the r.turn froe the R..I.t.r of Will..
Z. BLOC. I - If the ....t .peclfled on thl. nollca h.. b.en ar ..III b. r.porled and I.. p.ld with the P~.ylvRnI. Inherllanc.
te. R.lurn flllld by the d.c.dent'. repr.'Mlatlva, pl.ca an ..... In block ..... of P.rl I a. the '"l..p.yar R..pon.... 'Ktlon. 51., one
copy and r.lurn to lhe PA O.part.ent 01 Ravenue, lur... of Indlvlrtuel ,..... o.pt 2'80601. lIarr I.burg, PA 17ltl-0601 In the
~v.lop. provided.
J. aLOCk C - If the not Ie. Infor.atlon I. Incorr.cl and/or dedUcllon. .ra belno claleed, check block "c" and coaplala Pari. Z and J
~~r~r~l"9 to t~ 'n.tr,wtlnn. b.low, Sian lwo coni.. and .ubell th.. with your check for the ReOUnl of I.. p.vebl. 10 the Reol.l.r
of will. of Ihe COU1ly Indicated. lhe PA o.p.rleent of R.v~ will I..ue an offlcl.1 .....~t Iror. R!Y-IS48 [XI upon rKelpt
of lhe r.lurn froe lhe Ragl.'.r of will..
TAX RETURN - PART
2
- TAX COMPUTATION
1I1O'
I. tnt.r lhe dal' Ih. IKcOU1t orlgln,IIY .... ..Iebllttt.d or tltlad In Ihe ...-r ..htll'llll .t data of dealh.
NOfEI ror a decedenl dying .flar IZ/IZ/IZI ACCOU1t. which lhe dee.dlnl put In Joint n.... wllhln one el) y.ar of de.th .r.
taxebl. fulh a. tran.f.,.. Howevar. Ihlre It lift nclu.lon not to ..cMd IJ,OOO p.r Ir~.f.re. regardl... of lhe value o'
the ItCcount or the ~.r of ItCCOU1t. h.ld.
If . doubl. ..t.rllk C..) ftPPI.r. befor. your fir.' n... In lhe addr... portion a' thl. notlc.. the .S,OOO a.clu.lon
.Iraady h.. been deducted froe tha account balanca a. r-rorted by the flnancl.1 In.tltutlon.
Z. Enl.r lhe tot'l b,IBnC' of the account Including Int.r..t Kcrued '0 the date o' da,th.
S. lhe p.rcent of the accCKM1t that It I..abl. for anch .urvlvor It d.tar.lR*i a. follow'l
A. lh1 percMt t..BbI. 'or Joint ....t. ..tabll.hId lOr. than one y..r prior to the dee.dent'. d..thl
DIVIDED IY lDTAl t<<.JHB[R Of
JOIN' OWN[M
[..~I'I A Joint ....t ragl.t.rld
DIVIDED IV TDfU t<<.JHIER Of I( 100 .. PERC[NT UJlAIILE
SURYIYINC JOINf QWt€RS
In the n... a' IhI deced."t .... tltO ather par.on..
I DIVIDED BY J IJOINf DWNEMI DIVIDED IY Z lSUNIVOAS) .. .161 X IDD .. 16.n CfAJIAllE FDA [ACft SURVIVOR)
I. ThI parc."t t..llbla far ...... cruted ..lthln one va., of the deced."t". de.th or ncCCKM1" owned b, the deced."t but held
In tru.' fa.. anothlr Indlvldualhl ctru.t ~flcl.rI..h
1 DIVIMD IV fDTAL HUHBtR Of SUfYIVINO JOINT
DWNl:RS OR lRUSf Bf.HEflCIARlts
. 100 .. PERC(NT lAKAILE
haeplal Jalnt eecount reghhred In 'hi n.... of tM decad."t ftnd lwo alMr parton. find nhblhhMl within one ya., of d.ath by
the dee.denl.
1 DIVIMD IV Z (SURYIVORS) .. .SO I( IDO . ~0iC CfAltAlU: FOR [lCII SURYIVORI
4. The eaounl aubJact to t.. (line ~) I. dat.r.lned by aultlpl,lng ,he Recount balenc. (line ZI b, IhI parcent t..abla Illne St.
S. rnt.r thl lohl of 'hi dab.. and deduction. lilted In Pari J.
Ill. Th..-ount t..abla 'line bJ II d.tar.lnllCl b' .utJltltCtlno tna dICIt. and daQUCtton. I Un. !I' Iroe tne IMMlUt1l 'uoJecl to t.. (line ....
7. Entar Ih. approprl.ta la. ral' lllne II .. d.l.raln.d b.low.
A. For det.. of M.th occurring .flar EollOIM, the I.. ,.1.. far tran.hr. to .pouaa. .,. .. followlI
I. D.t.. of d..th on Dr .fter 7/1194 ROd a'ar. 1/119~ thl ral. II U.
Z, D.t.. of da.th on or .ftar 1111'S tran.,.r. to .pou... will a ta.ad .1 D~ t.. r.t..
Not.1 far dat.. of daath prior to 1/1/94 tran'fa" to 'POU'" ar. Inabla at 6:C.
I. Inn."" to IIn.'1 d..cend.,,, Including f.thar, IOlher, .on. daughler, grandchildren, .on-ln.l....
daught.r.ln.I.... .Iepchlld and thllr I"ue .r. t..abl. .t .1. percent 16:C1.
C. fren.f.r. 10 all other. Including brolh.r, al.tar, uncia, aunt, nephew and nlaca .r. t..abl. .t '1ft"" parc.,t liS:!:'.
D. I' you ctw.~ tM t.. r.t., pl.... .peclly vour r.l.tlonlhlp to the decadent In the .r.. pro~ldad.
I. lh. aaount of ta. due Cline II I. d.l.r.lned by aultlpl,lng the naount t..abla Illne 6) b, lhe ta. r.l. Illne II.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allawabl. dabt. and deduction. .r. del.ralned a. followal
A. You J.valh are ruponalbl' for p.,.."t, or thl ntah .ubJect to lldalnhlr.tlon b, a pe"otMl raprn."t.Uv. h In.ufflclent
10 pay IhI daductlbla It....
I. You aclu.lly paid the dablt afla.. cMi.lh ol the decadent and CM furnlah proof of pa.,...,t.
C. Debt. alng cl.11Id au.t b. 11..lzed full, In Part S. If 8ddltl~1 .pee. I. needed, u.. plain papar I I/Z" . II". Proof of
p.v.....t HY be raque.ted by lhe PA Deparl..,,1 or Ravanue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
, -. .'. ~. ....
......_____...____.~__.___.........______._._._._._,__ ~." ,_." .,. .'.', ___*,_'_,*__ ______"_4_____.______
D AA. .082324 COMMONWEALTH OF PENNSYLVANIA
NO. ,. DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
lly-nnUIH'1
~tk
RECEIVED FROM:
fJ
ACN
ASSESSMENT r:'I
CONTROL iii
NUMBER
AMOUNT
ORPHA J I.ASH
14bO I.INCOI.N WAY EAST
'f::ll::l~~:5
.t1I.uu
CHAMBERSBURG, PA
17201
_'OID~ftf
,OtO~"t
ESTATE INfORMATION:
r:'I filE NUMBER
~ 21-199:5-0S72
1:'1 NAME OF OECEOENT ILAST)
~ BEAI.E EDITH G
m OATE OF PAYMENT
EJ POSTMARK OA E
COUNTY 0100/00
CUMBERI.AND
OATE OF DEATH
SSN 18b-3B-7804
IFlRSTI 1M II
REGISTER OF WILLS
m TOTAL AMOUNT PALO
.""", 9l;~"a:
MARY C. I.Ew&7s.
REGISTER OF WII.LS
REMARKS
ORPHA J I.ASH
SEAL
CHECK" CASH
-- -'- - --- -- ------....... ---..-------.------~------ ---~- -- -----
!j!~ ~
f
i
<,
. .
.
-- * -- .----'
----
-.._~_..~ _'-f *r......~-:.
.'
, * - ..
,-
\~,
COt"OHWUlIH or PI~VLVAHIA
DlPARlHl NI or AI. VI....
IURlAU or IHDIVIDUAL IAXII
DlPl. 110601
IWtRISItM, PI Utl,-oUI
-
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 '/~ \'1,')
95152496
11-04-95
TYPE OF ACCOUNT
!Xl SAVINGS
o CHECK IHCl
o TRUST
o CERTlF.
t...I"III&I'''"1
EST. OF EDITH G BEALE
5.5. NO. IB6-3B-1B04
DATE OF DEATH 08-20-95
COUNTY CUMBERLAND
DOROTlIV B LOVE
615 ALEXANDER SPRING RD
CARLISLE PA 11013
RENIT PAYNE NT AND FORNS TDI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 11013
FARHERS TRUST COHPAHY h.. pravldH tt. O....rt.."l with t~ In'ar..Uon I hied b.la.. which h.1 b.... Uled In uh:ullUng the
pat."U.1 h. due. lhelr racardl Indlc.l. th.t It the d.lth a' t~ aboVI dlCadent, you war. . Jatnt DWMr/tMneflchry 0' thh ItCcounl.
11 yau '..1 thll In'ar..Uon h Incarr.cl, pi.... Dbl.ln wrltl.n carr.ctlon froe the . InlllnCl.1 In.tltuUon, .tI~h . copy to Ihl. 'or.
and r.turn It to the MKtv. IIddr.... lhll account II t...bl. In ~card.nn ..lth lhe Inherlt~. T.. t.... 01 lhe C~1th 0' P...,.ylvanl..
Uunllan. .IV be ."....r.d by c.l1lnu '"'' 'II,-.h,.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
A..ount No. 1015128 Dolo 08-03-90
E.t.bUshed
Account Ballance 1,600.41
Pe,.cent Tuabl. )C 8.333
AIKJUIlt Subjo.t 10 Tow 133.36
Ta>>e Rata )C .06
Pol""Uol Tox Due B. 00
PART TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
.. 0 The MKtv. In'or_tlon IInd 1.11 due h correct.
I. Vou.n chao.. 10 ,..It paYllent to the Regh"r 0' ull.. Mlth two cDfllu of thl. noUe. 10 obt.ln
. dllcaunt Dr avoid Int.rut. or yau _y ch8ck bo.. "1- W1d raturn thh noUee to the RIGht.1'" 0'
Will. ~ ftn al'lclal ......eent will be I,sued by thl PI o.p.rt-.nt a' A.venue.
10 In.ur. propet credit to your ace~l. twa
IlJ cOPI.. of thl. notlc. ...,.t KCu.p..,y your
peyaent to thl A~I.t.r 0' will.. "-k. ch8c:k
p.ylbl. tal "A-eht.t of Willa, Agent".
HOTEl If t.M p.,..nl. .r. .ade within thr..
UJ .unths of the decadanl'. dIIt. 0' ch.th,
you ..y deduct a !iX dllcounl 0' thl I... dull.
Any Inharltanca tn due ..III bec:u.a chllnquant
nine (t) aanth, .".r t~ Mt. of dlath.
[CHECK ]
ONE
BLOCK
ONLY
I. 0 flMl tlbav. ....t h.. been Dr Mill be rlpOrtad IRI taM p.ld ..lth thl P.,..,.ylvanl. Irhlrltanc. T.. return
to b. 'Il.d bv tha dac.d."t', rapr.....t.Uv..
C. 0 the MaV. Inlor..tlon IJ.....IlKorract and/o~t' and deduction. war. pald by you.
Yau .olt cotlPl.t. PART L!J nndlor P,\RT l!J belON,
If you Indlcat. . dlff.,..nt ta>>e ,.at., pl.... .t.t. your
,..l.tlon.hlp to d.c.dantl
OFFICIAL USE ONLY 0 AAF
p~ DEPARTHENT OF,REVENUE
PART
@]
TAX RETURN . COMPUTATION
LINE 1. D.t. E.tabllshed
2. Account Balane.
3. r.rc.nt TaMabl.
4. Aaount Subj.ct to T..
5. D.bt. and D.ductlon.
6. A.ount TaMable
7. T.. R.t.
8. Tal( Du.
TA~ at: ...'::r:r..Tnucr r.CCOUNT9
r,~r.
or
1
2
5
4
5
6
7
8
PART
~
DATE
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIMED
K
K
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL lEnt.,. on Line 5 of Tal( Co~tation)
.
Und.r panaltl.. of p.rju,.y, I declare thet th.
coltPl.t~ .to th~ b..t, a', ? kn,o"lod.. ond b.ll.f.
~: '~ !;tl~ fXi'/.ll
TAXPA IGNf U E
fach I Mye r.port.d abOY. .,.. t,.ue, correct
flOME (717 )'N'!> 13/c
WORK (~ )
TELEPHONE NUMBER
end
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with ..Until_ Inter.., billed on In'orntlon
.~Itted by ttM flNII\CI.1 In,Ulutlon.
If Irherlhnc:1 II. beco... delln<lUW11 "In. IIOnthl .flu the decadent" del. of deeth.
S. .. Joint KCOW1t II '1.1Ib1, IV" though the dec.den", n.... loll. ~ .1 . ..tt.t of convWllwcl,
4. Acccutt. tlnclUdI", tho.. hIIla Nt...." hu.... Md 1Il1f.. ~Ich ,he lMceMnt put In Joint MM' ..lthln OM Y"" prior to
de,th .t. fullw ,..lIbl1 .1 .,."f.,.,
S. AccDd"lt. nlllblllhed Jointly bel,,"" hu... .. ..If, Mr. t~ OM Y'" prior to dMth ,r. not 'I.eb...
.. Account. held by . decedent ~In 'tUlt fa,. RnOther or ather. .r. ',.IIbI. lully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BlOCIt". If ItM In'orullon .... COIIpUt.t1on In the noUn .r. correct.... deduction. Ir. not being clIINd, plKI .... ""X"
In block -.- of P.,. I of the "l,.plY" Rlapon..- leetlon. Sign two copl.. end ,ub.lt t~ with your eheck for the -.aunt 0'
t.. to the Right" of Willi of the county Indluted. 1M PA hPutHnt of R."."..,. will h~ .., offlcl.1 .........,.
(for. REv-l54a EX) upon ree.lpt of the return fr. the R-eht.r of Willi.
Z. IlOCK I - If the ....t .peclfl~ on thl. notlc. h.. been or will be r.ported end t.. p.ld with the Pann.ylvanl. I~rllenc.
1.. R.turn fll~ by the dee.dent'. repr..ent.tlv., plec. an "X" In block "B" of P.rt I of the "TI.p.y.r R..pan..- .eetlon. Sign one
copy end r.turn to the PA Dep.rtHnl of R.v~, lur.au of Indlvldu.1 T...., Depl la0601, H.rrl.burg, PA 1111a-D601 In the
env.lope provld~.
S. BLOCK C - If the notlc. Infor..Ilon I. Incorrecl andlor d~Ilon. .r. being cl.l.ad, check block "C" end cOlPI.t. p.rt. I and S
_""rdlnt tn the Inltructlon. below. Sian two copl.. end 'lMlt th_ ..lth .,OlJr ehKk for lhe -.,t of t.. p..,ebl. to the hghtu
of Will. 0' the county Indlc.t.d. fhe PA Dep.rlHnt 0' R.v~ ..Ill l.~ .., offlcl.l .I....sen. (for. RtV-IS4a [X) upon rec.lpt
0' the ralurn fr. Ihe R-allhr of Willi.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Entu the d.t. the eccounl orlolnally .... ..tebllstt.cl or tltI~ In thl Ill'VMr uhtlng .t d.t. of d..th.
NOTE I far. decedent dying .ft,r Il/lllall Account. which thl d.cad~I put In Jalnl naee. within Dna CI) .,..r of death .r.
tl.lbl. fully II tran.f.,.. ltow.vu, there h an ..elu.lon nol to ..CHd 'S,DoD ptIr tran.far.. r.verdl... of the v.lue of
the account or the nuablr 0' accDlonh held.
I' . doubl. ..t.rlsk (..) BppI.r. befar. .,our 'Ir.t n... In the addr... portion 0' thl. notlc., the '5,000 ..clu.lon
.lr.~y hll bean deduct~ "01 the ItCcounl blllW'C. .. r.port.d b., the f1nanc,.1 In.tltutlon.
I. Enl.r the tot'l b.lanc. of the account Including Int.r..t accrued to the dll. 0' de.th.
S. The percent a' the account Ihlt I. t..ebl. lor .ach .urvlvor I. det.r.lned .. lollow'l
A. lhe perc."t t..ebl. for Joint ....t. ..tebllahld lOr. than one y..r prior to the decedent'. dHthl
I DIVIDED BY TOTAL NUMBER OF
JOINf OWNERS
E.~I'1 A Joint ....t rlQ"t.,~
DIVIDED BY fOTAl IU(BEA OF X IDO . PCRtENf TAXAllE
SURVIVING JOINT OWNERS
In the nNII of thl dlC~ent nnd two other person..
1 DIVIDED IV 5 (JOINf OWNERSI DIVIDED BY I (SURVIVORS) . .161 Jl 100 . l6.n (fIJt.ABLE fOR EWI SlRVIVOAI
B. ThI perunt ta.abl. lor ...... crNtlel ..I thin Dna Yllr 0' thl deCadent" duth or ac:CDlonlt owned by the dlclldlnt but held
In tru.t lor II"IOthlr IndlvlduaU.) (tru.t blnllllclulllh
I DIVIDCD IV T01Al IU(IEA Of SUAVIVIHC JOINf
OWNER1 DR lRUSl BEHHICIARIES
b....I.1 Joint acCOtllt r.ohhr" In the MM of thl dlc:adent and two other Plrton. nnd ..tabU"*, within anti yur 0' duth by
the d.ced....I.
I DIVIDED BY Z (SlRYIVQRSJ . .SO X 100 . SOj( CTAXABLE fOR EACn SURVIVOR.
X 100 . PEACEN' TAXAILE
~. The BIOUnl .ubJecl 10 t.. (line ~J I. d.t.r.lned b., .ultlpl.,lng thl account b.lanc. (line ZJ b., lhe perc....1 t..lbl. Cline 51.
5. Enhr the tot.1 of the d.tJts and deduction. Ilttad In Pitt 5.
6. 1h1 BlOUnt tllllabl. tll", oJ i. ....hll.lnMl oy .uu~rlMO'I"t1 u" U,",'."'IO 1JoII"""~I"''' ~&I,.. ~J '1011 \I" __It ......J_t fo t_ tllll. ..J.
1. Enter thl approprl.t. t.. rat. (line 1) 81 det.ralned b.low.
A. for d.tu 01 de.th occurring .Ihr 6/SO/"', the tu rat.. 'or tr",.f.r. to .pou.., .r. .. lallow'l
I. D.I.. of dulh on or alt.r 111/". and balora 1/1195 lhe rei. II n.
I. D.t.. of d..lh on or .It.r 1/1/95 t(~.I.r. 10 'POUI.. will be ta.1d .t ox t.. r.t..
Not'l for datu of d..th prior to 111/'" tr",.I.,. 10 'POUI.. .,. tnabl. .t .:c.
B. lr.....I.r. to Iln..1 d..cend....t. Including I.thlr, .other, .on, deughl.r, vrandchlldr~. .on-In-I..,
deughttr-In-I..., .t.pchlld and thllr hlua er. ta.ftbl. .t .11I parcent l.U.
C. Iran."" to .11 other. Including brothlr, .lIhr, WMII'1 IIW1t, n.phew Wld nlec. .r. tl.abl..t 11ft..... percent Cl5XJ.
D. II you change the t.. r.t., pi.... .peelly your r.l.tlanshlp to the decadent In the .r.. provided.
.. The e.ount 01 t.. due (line aJ I. del.r.lned by .ultlplylng the .-aunt t..abl. (line 61 by thl t.. r.t. (line 1).
CLAIMED DEDUCTIONS - PART
DEBTS AND DEDUCTIONS CLAIMED
3
Allowable debts and deduction. .,. dehrelnad lilt lollowll
A. You 119IIIy .,. rupon.lbl. for p.yaent, or the ..t.l. .ubJect to adIllnhtratlon b., . pe,.onal ,.pn.....t.tI". It In.ufflclent
to p.y IhI deductlbl. It....
I. You actually p.ld the debt. alt.r dI.th 0' thl dec.o.nl and c.... furnish prool of p..,.....t.
C. Dabt. being cl,l-.d .u.t be It..I,ad fully In p.rt J. If additional spac. I. neldad, u.. pl.ln peper a 1/1- . 11-. Proo' of
p,y,,"t ..v be requa.tad by the PA n.p.rlsent of R.vlnUl.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
-.#. ~. .-. '..... - <, .. .
---- _ M_ M.____ _M _'.___ _.... _... _..__
"., -~ - '>_.~- '--_.~, ..- -- -- --~ -.-.- ...-- -_.- -- ---- --- -- -.--
D AA 082468 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT OF REVENUE
OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
UV-lI6JUI,.t"
i
~i~
RECEIVED FROM:
&
ACN
ASSESSMENT Ii'
CONTROL 11;I
NUMBER
AMOUNT
DOROTHY LOVE
9!5H11?496
.8.00
61!5 ALEXANDER SPRING ROAO
CARLISLE. PA 17013
- laID HUI
'010 HilI
SSN 186-38-7804
(FIRS!) IMII
8.,teo~
REMARKS
DOROTHY LOVE',
REGISTER OF WILLS
m TOTAL AMOUNT PAID _ .B~OO
PB
RECEIVEO BY 9Jt7/' '/$ " ..i;, "':., 'U..v
. / IONA f/ ._
.</ rvit'_7'J /'.-/J '.
MARY C. LEWIS '/
REGISTER OF WILLS
SEAL
CHECK" 43!5
- - -- -- ------- -- ---------- ------- ------ - - ---- -- - -- --7-
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.I
REV-1548 EX AFP (12-95*
COMOHWEAl HI Of PlNHSVlVAHIA
D[PARTNENT or R{VTNU[
BUREAU Of INDIVIDUAL TAWlS
DfPl. lI0601
tIAARISlURG, PI. lIllI.D6DI
NoTICE of INHERITANCE TAX
APPRAISEMENT, ALLoWANCE OR DISALLoWANCE
of oEOUCTloN... ANO ASSESSMENT OF TAX ON
JoiNTLY HELD OR TRUST ASSETS
DATE 02-27-96
ESTATE OF BEALE
EDITH
G DATE OF DEATH OB-20-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0872
S.S/D.C. NO. 186-3B-7B04
ACN
95152495
ORPHA J LASH
1460 LINCOLN WAY EAST
CHAMBERSBURG PA 17201
REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount ReMitt.d
i
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
R-{v:is4-i-EX--AFP--iiz-:9Si------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-27-96
ESTATE OF BEALE
EDITH
G DATE OF DEATH OB-20-95
CUMBERLAND
COUNTY
FILE NO. 21 95-0872
TAX RETURN WAS,
S.S/D.C. NO. IB6-3B-7B04
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
95152495
ACN
FINANCIAL INSTITUTION. FARMERS TRUST COMPANY
ACCOUNT NO.
1075128
TYPE OF ACCOUNT, (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 08-03-90
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Daductions
Taxable Amount
Tax Rate
Tax Due
1.600.41
0.OB3
133.36
.00
133.36
.06
8.00
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
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS. AGENT."
x
x
TAX CREDITS:
PAYMENT
DATE
11-17-95
RECEIPT
NUMBER
AAOB2324
DISCOUNT (+)
INTEREST (-)
.40
AMOUNT PAID
B.OO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
C IF TOTAL DUE IS LESS THAN SI, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE of THIS FoRN FoR IHSTRUCTIoHS. I
B.40
.40CR
.00
.40CR
"
PURPOSE OF
NOTICEl
To fulfill tM r.qulre..nt. of Section 2140 of the Innedtene. IItld E.t.t, Ta. Act, Act Z2 of 1991. e71 P.I.
s.ctlon 211t01.
PAYHf:NT l
U.t.ch t~ top portion of thl. Notle. and .~It with your p.y.~t to the Real,'.r of Will. prlntad on the
t.yer.. std.,
.. "aka ChIck or .on.v order p.~abl. tOI REGISTER OF WILLS, ACENT.
All Ply.ant. r.calvld 'haJI flt.t ba applied to any Int.r..t which ..y ba dul, with any r...lnda,. eppll~ to the t...
REfUHD ICAI.
A r.fund of . t.. credit, which WI' not r.que.t.d on thl t.. r.turn, ..y be raqua.t.d by coaplltlna an ~Appllc.tlon
far R.fund of PltMlylvanl. Inheritance and E.tlt, Tax" CREV-UU). Appllcatlon. .t. IVIUable at the OffiCI of
thl Rlllht.,. 0' "'l1h, any 0' the ZJ Rayenu. Dltirlet OHlc.. or by Ulllng thl .plcl_l Zit-hour an.werlng .uvlu
nu-b.r. for for.. orderlnOI In Plnn,y)vanla l-100-362-2G50, outll~ P~lylvanla .nd within local
Harrllburg ar.a (111J 111-8094, TOO' 1117J 172-2252 IHaarlng lapalr~ Only).
OBJECflDHSI Any party In Int.ra.t not .atl.flad with the appral...ent, allow8nCa or dl..llowance of deductlonl or .......ent
of t.. (IncludinG dl.count or Int.r.,t) .. shown on thl. Notice ..y ObJ.ct w:thln .I.ty (60) day. of r.c.lpt of
thlt Notice bYI
--wrltt.n prot..t to the PA O.part..nt of R.v.nue, Soard of App..I., Dept. ZI1021, Harrl.burG, PA 17128-1021, OR
--.I.ctlng to h.v. the .att.r d.t.r.ln.d at the audit of the account of the p.r.on.1 r.pr...nt.tlv., OR
--app..l to the Orphan,' Court
ADttIN-
ISTRATlVE
CORRECflONSI
F.ctu.1 .rror' dllcov.r.d on thl. ........nt .hould b. addr...ed In wrltlno tal PA O.p.rta.~t of R.venue,
Bureau of Indlvldu.1 T...., AfTNI Put "'....HRt R.vl.", Unit, OEPf, ZlOU1, Illlrrltburll, PA 11128-"01
Phone (711) '.7-6505, S.e page J of the bookl.t "In.tructlonl 'or Inherltanc. TaM Raturn 'or a Aa.ldent
Oacadent" IREV-ISOI) for an ..planallon of au.lnl.tr.llv.ly corr.clabl. arror..
DISCOUNT I
If any taM due 1. paid wllhln Ihr.. 11) cal.ndar lonth. afl.r Ihe d.cadent', d,ath, a flva ~arc.nt 15~)
dl.count of tha taM paid I. allow.d.
INfERESTI
Inter..t 1. ch.ra.d baglnnlng with flr.t day of d.llnquency, or nine (9) eonth. and on. II) day
fro. the data of daath, to the data of pay.enl. faMe. which b~a.. delinquent bafor. January I, 1982
baar Int.re.t .t tha rata of .1. (6~) p.rcent p.r annul calculatad at a dally rala of .000164.
All t.... Which b.c..a dallnquent on Dr aft,r January I, 19&2 will baar Inl.ra.t at a rata which will vary fro.
caland.r yaar to cal.ndar y,ar with that r.l. announc.d by th. PA c.p.rt,,"t of Rav.nua. The appllcabl.
Int.r..t rala. 'ar 1'&2 through 1996 ar'l
1912
1981
1984
19&5
1986
--Int.r..t
2n
16~
11~
In
In
I. calculat.d a.
.00OS48
.000,.11
.00USOl
,000556
.000274
'ollowII
xur 'nhr..t R.t. Dallv 'nhr..t Fector
.981 .. .oonu
19&8-1991 Ill!: .oonol
In2 .. .0002"7
1995-19,*" 7X .000192
1995-1996 .. .000247
~ tnt.r..t R.ta Dellv tnt.r..t Fector
INTEREST . BALANCE DF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Notice Inu.d aftar the t.. b.co... dallnquent will '.flact an I~tar..t calculation 10 fHta", IISJ day.
b.yond tha date of the ......eant. If p.y.ant I. .ada .ft., the Int.,..t co~t.tlon ~ata .hown on the
Notl~a, eddltlan.1 Int.r..t .u.t ba celculatad.
v'
REY-1548 EX AFP (12.95*
COM"ONWEAltH or PENNSYlVANIA
D[PAA1HfHT or Rry[fAJ(
BUREAU or IHDIVIDUAl taus .
DlPl. lIa.at
UlAAISBURG, PA l1UI'0601
h tJ'- ~,
\:ilJ~1
NOTICE Dr INNERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
Dr OEOUCTIONS\ AND ASSESS"ENT Dr TAX ON
JOINTLY IELO DR TRUST ASSETS
DATE 03-04-96
COUNTY
CUMBERLAND
ESTATE OF BEALE
EDITH
G DATE OF DEATH 08-20-95
FILE NO. 21 95-0B72
S.S/D.C. NO. 186-3B-7B04
DOROTHY B LOYE
615 ALEXANDER SPRING RD
CARLISLE PA 17013
ACN
95152496
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..Uhd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rifv:is4-i-ix--AFP--iiif:9Si--------------------.--.....-----------...-...-.----------....-----------...--------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-04-96
ESTATE OF BEALE
EDITH
G DATE OF DEATH 08-20-95
COUNTY
CUMBERLAND
ACN
95152496
FILE NO. 21 95-0872
TAX RETURN WAS,
S.S/D.C. NO. 186-38-7B04
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, FARMERS TRUST COMPANY
ACCOUNT NO.
1075128
TYPE OF ACCOUNT. (Xl SAYINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED OB-03-90
Account Balanca
Parcent Taxeble
Amount Subject to TeN
Debts end Deductions
Taxebla Amount
Tax Rete
Tex Due
1,600.41
0.OB3
133.36
.00
133.36
.06
B.OO
x
x
TAX CREDITS:
PAYMENT
DATE
01-03-96
RECEIPT
NUMBER
AA082468
DISCOUNT (+)
INTEREST (.)
.00
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SU8MIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
8.00
B.OO
.00
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER TNIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN '1, NO PAYNE NT IS REQUIRED.
JF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CAI, YOU "AY DE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
PlJRl'OS[ OF
HatlCE.
To fulfill tM ,.qu.,........ 0' Section '140 0' thl lnherltMCI Md tU.t. T.. Act, Act tI. of ."1. 112 P.I.
Section l1UI.
PA'ffl(Hh
DetKh thli tap POtU.., of thh NoUn Ilnd tUbllIt ..Uh your p.,..,,' to the _....t.,. of Milia prlnhtd on the
r.v.r.. slcMi,
n "all. check or IMNMIV ord.r P'V_.I tal RECIITER OF WilLS, AcOn.
All pay..ntl received thall flrlt be ."llld to ~y In,.,..t whl~ ..y bl due, .Ith ~y ,...Ind" ~11'd to thl t...
AEfLl4D ICA)I
A r.fund of It.. cradlt, which w.. not rlqua.tad on thl t.. raturn. ..y b, r.qua.tad by coap.atlng en -ApplIcation
for R,fund of Penn',lvanla Inherltancl ~ E,t,t, 'I.w IREV..'.'), Application. .r. avallabl. at 1M OfficI of
the R',.I,a,. of Will., any of thl IS R.v~ Dlttrlct D'flc.. or by cIlllne the ,pacll. "-hour en'Metlng ..rvlel
nu-bl,. for for.. ordarlnll In Peml.lvlI'Ill 1-100-562.2050, Qutlld_ PaM,yl",enla and ..lthln lonl
Harrlsbur. .,... (111) 111-aD9~, IDD' 11111 nz.nu (H..rln. 1~.lr.d Onlyl.
OBJECTIONS I Anv partv In Int.,...t not .,tl.fl.d ~ltn the .ppr.I....nt, .llowanc. or dl..llowanc. of d.ductlanl or ....I...nt
of t.. Clncludlnc discount Dr" Inhr..U a. .hown on thlt Notice .n obJKt within .lllty 16Dl d'", of racalpt of
this Hotlc. b.,1
h~,.ltt." prot..t to the PA nap.rt.ant of R.vanua, Bo.rd of App..". Oapt. 2I1D11, Ha,.rlsbUrg, PA I1UI'IIZl, OR
halactln. to have tM .att.r d.tanlMd at the .udlt of the account of the p.r.on'l rapr..ant.tlv., DR
--app..1 to the Orphan.' Court
AOHIN.
ISfRAnVE
CQRRECIIOHSI
f~tual .rror. dllcov.r.d on thl. ........nt lhould b. .ddr....d In ~rltlng tal PA Oap.rt.ant of RIV~,
Buruu of Individual lu.., A"NI POlt .........nt Rlvl.", Unit, DEPf. 110601, 1I",.hbur" p. 1112a-0601
Phone 11171 711-6505. S.. pega ) of the bookl.t "In.tructlon. for InharltMca 1... R.turn for. R..ld."t
Oaciadent" (REV.1!iOJ) for an a.plMaUon of Id8lnhtr.tlv'IV corr.ctabl. .rrors.
DISCOUNTI
If anv t'lI due Is paid ~Ithln thraa IlJ calendar lonth. aftar tha dacad..,t'. duth, a flv. p.rca"t (5:U
dl.count of the t.1I p.ld I. allowed.
INTERESTI
Int.ra.t Is chatgad ballmlnll with flnt dav of dallnquencv, or nlna t'J ItDnth. and on. II J dav
'rOl the d.t. 0' d..th, to thai data of pa.,sent. h... which bac..a d.llnquent b.fote J.....,.v I, 1.1l
baa,. Intara.t .t the rat. of .1_ (6iJ patcent p.r annu. calculat.d .t . d.IIV rat. of .DDOI6~.
All t'II.' which b.c... d.lln~t on or .ft.r Janu.rv I, 1911 ~III b..r Intat..t .t . ,..t. whiCh ~III vir V fro.
calend" v.ar to calendar .,.a.. ~Ith th.t rata arnot.nCR b., the p" Oapart.."t of Ra"anutt. fn. appllc.bh
Intar..t tit.. for 1.11 throu.... 1996 '''1
1:W Inters.t Rat, D.Il" Intlra.t r.cta,. 1:W l"tI,...t Aata Dallv tnl.,...t Fector
1911 ZO. .0005"" 1.1l' OX .DDDZit1
19a) 16' .DDDUa l.al-I991 1IX .DODSDl
.... 1IX .DDUDI 1991 OX .OODZU
1915 ... .000U6 199)-199~ IX .ODOI9l
1966 lOX .0OOZl'~ 1995-1996 .. .0ODI"",
ulnt.,... I. c.lcul.tad .. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYB OELINQUENT X DAILY INTEREBT FACTOR
uAnw NoUn Islued .1I.r thai t.1I baco... d.llnqu.", will ".flact ." Int.,..t ulculatlon to flft.IIl US) da.,.
b.wond the dat. a. the ........"t. I' p'V.."t I. .,d. a,t., the Inl.t..t coaput.tlon data lhown on the
NoUn, ItddIUon.1 Inhr.st .u.t b. calcul.t.d.
PUAPOSE or
HOttCEI
PAV"EHYI
REfUND (CR 11
'.f)
.'1
.'
I ~ i
".-'"
.~
. ..!. ~:'-')
UU
10 fulfill tha raqulra.ant. of sactlon 11~0 of the Inharltanca and [.ta'a Yft. Act, Act II of 19'1. (11 P.S.
Sactlon ZI"O),
Datlch tha top portion of thl, Hotlca and .ub.lt with your pay.ant to 'ha R.gI,tar of Will. prlntad on tha
r.v.tt. .Id.,
__ "ak. ch.ck or lon.y ord.r payable tal REGiStER Of WillS, ACEH',
All Ply.ant. r.calv.d .hall flr.t b. appll.d to eny lntarl.t which .IY bl dua, with any r...lndlr .ppll.d to the t...
A r.fund of . t.. cr.dlt, which wa. not r.qu..t.d on the ta. r.turn, .ay ba raqua.tad by cOlpl.tlng an "APplication
for Refund of Pann.ylvanl. Inherltanca .nd [,t.ta Te." (REV-llll), Application. er. .vallabla at thl OffiCI of
the R.gl.t.r of Will', any of thl II RlVlnu. District Dfflcls or by calling thl .Plclal l~.hour an.w.rlng .ervicI
nueb.r. for for.. orderlngl In P.nn.ylvanl. l-eOO.36Z-Z0SD, aut.lde Plnn.yivanlft .nd within local
tlarrhburg Ir.. I1U) lel.I09". 100' I1U) 71Z-USZ Ulnrlng t.p.lr.d Only),
OBJEC110HSI Any p.rty In Int.r..t not .atl.fl.d with the .ppr.I....nt, .llowancl or dl..llowance of d.ductlon. or ..I.....nt
of t.. (Including discount or Inter..t) a. .hown on thl. Notlc. .ay obj.ct within II_ty 1601 day. of r.c.lpt of
this Notlca byl
-.wrltt.n prote.t to tha PA Dlpartelnt of Rlv.nu., Board of App.als, n.pt, Z8101l, Harrl.burg, PA I1IZ8.1021, OR
"lllctlng to hlv. thl ..ttar dltar.lnld at tha audit of the RCCOunt of thl p.ttonal rIPr,,'ntatlvI, OR
...pp..1 to thl Orphan.' Court
ADKIN-
tS1RAl1VE
CORRECTIONSI
DISCOUNT I
PENAl TYI
INTEREST I
F.ctual .rror. dl.covlred on thl. ........nt .hould ba .ddr....d In wrltlng tOI PA D.part..nt of R.v.nu.,
Bur.au of Individual 11l111, AnNI POlt AII.....nt R.vl.w Unit, D[PY, ze060l, narrlsburg, PA I1U8.0601
Phon. (111) 117.6SDS, S.e page 1 of the bookl.t "tn.tructlonl for Inh.rltance Taw A.turn for. R..ldont
D.c.dont" IREV-IS01) for an ..planatlon of adalnl.tr.tlv.ly corr.ctabl. .rrors,
If any tax due I. paid within thr.. (l) cal.ndar aonth. aftar the d.c.d.nt'. d.ath, . flv. p.rc.nt (SX)
dl.count of the ta. paid II allow.d.
Th. 15~ ta. aanl.ty "on.partlclpatlon p.nalty I. eo.put.d on tha total of the ta. and Int.r..t .......d, and not
paid b.fore January 18, 1996, the flr.t day aft.r the IInd of thll t.. a.n..ty p.rlod. lhlt non. participation
p.nalty I. .pp.alabl. In the .... aann.r and In th. thl .aa. tl.. p.rlod a. you would app.al the taw and lnt.r..t
that ha. b..n .......d .. Indlc.t.d on thl. notlc.,
Int.r..t I. chlrg.d beginning with flr.t day af dallnquoncy, or nln. 19) aonth. and on. el) day
fro. the d.t. of duth, to the date of pay..nt. fa... which bllu.. d.llnqu.nt b.for. January I. 198Z
blar Intllr..t et tha rata of .1. 16X) p.re.nt per annu. calculat.d at a dally rat. of ,00016",
All t.... which b.c... d.llnqu.nt on or a't.r January I. 198Z will b..r lnt.r..t at a rat. which will vary froa
c.l.ndar y..r to c.l.ndar y.ar with th.t rate announc.d by the PA Oeparta.nt of R.v.nu., lh. .ppllcabll
lnt.r..t rat.. for 1,8Z through 1996 ar'l
V.ar Inter..t Aat. Dally tnter..t raclor ~ Intlr..t R.I. Dally tnter..t Factor
19U 2O:C .OOOS"lI 19117 .~ .0002~7
19U 16X .OOO~)a 1918.1991 IIi( .000101
1981t IIi( ,000101 I99Z .~ ,ODOZ~1
19I5 Ui( ,ODOlS6 1995.199~ 1~ ,000192
1986 IDiC .aoou" llJlJ~.I99fr .~ .oaOlft7
ulnter..t I. calculat.d .. follollll
INTEREST . BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..uld aft.r the ta. b.eo... d.llnqu.nt will r.flact .n Intlr..t calcul.tlon to flft..n (15) day.
blyond the data of tha ........nt. If p..,..nt I. .ad. .ft.r thl IMer..t co.putatlon d.tl .hown on tha
Hotlc.. .ddltlon.1 lnt.re.t au.t b. cllcul.t.d.
~ ... ... .... .,.
,
11
BUREAU OF INOIVIOUAL T~MES
INllrRI1AHCE TAX DIYISIDN
DEP1. Z1D6D1
HARRISBURG, PA 1112"06DI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
~TATEMENT OF ACCOUNT
~
.",UtI Irllt "'.h'
D
4409
CAMP
P BEALE
ROYAL OAK RD
HILL PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-25-96
BEALE
OB-20-95
21 95-0B7Z.
CUMBERLAND
95152497
EDITH
G
17011
(J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEt To inlure proper credit to your account, IUbMit the upper portion of thl. forM with your teM pay..nt.
.....
I
!l,!J_l_~~P_~~_.:r_'!!LL.;~E . .._ .!",::,_.q. RETAIN LOWER PORTlON FOR YOUR RECORDS
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PAVHEHT I
Detach tha top portion of thl. Hotlca and .ub.lt with your p.y.ant ..da p.y.bl. to th. na.a ~ .ddr.l.
printed on thl rav.r.. .Id..
If RESIDEHl DECEDENT .'k. chick or .onlV order payable tal REGISTER OF' WILLS, AGENT.
If NON-RESIDENf DECEDEH' IltIte ch.ck or lonay ordlr p.y.bl. taJ COHHONWEALTH OF PENNSYLVANIA.
.11 p.y.ent. r.celv.d .hlll bl Ippll.d flr.t to any Intlr..t which ..y b. due with .ny r".lnd.r appll.d to th. t...
REFUND ICA)I A rafund of It.. cradlt, which WI' not r.qu..t.d on th. la. Rlturn, .Iy be r.que.t.d by cOlpl.tlng en
-ApPllc.tlon for R.fund of Penn.ylvanll Inh.rltenee and E,tlt. fa.- CREV-IlllJ. Application. Ir. eVlllebl. .t
thl Offlc. of the R.gI.t.r of Will', ftny of thl Zl R.venu. DI.trlct OffiCI' or fro. the D.pa,t.ent'. Z~-hour
anlw.,lng .lrvlCI nueb.r. for 'or.. ordlrlngl In P.nn'Ylvenla 1-100-36l-l050. out.ld. Penn.ylvenle
and within 10c.1 H.rrl.burg Ir.. (111) '.'-109~, fDD' (117) 17Z-ll5l CH..rlng rlPllr.d only).
AEPLY TOI
Qu.ltlon. r.g"dln~ .rror. cont.ln.d on thl. not Ie. .hould bl .ddr....d tOI PA Dlpart..nt 0' Rlv,nu., Bur.eu
of Indlvldu.1 h..., .nNI Po.t ........nt A.vl.w Unit, D.pt. UOUI, Herrl.butg, PA 17IU-0601, phon.
(17) 117-6505.
DrSCDUHh
t, any tl. dul I. p'ld within thr'l (51 cII.ndlr lonth. .'t.r the d.cld.nt.. d..th, I 'Iv. p.rclnt (S~) dl.count
0' the t.. p.ld I. .llow.d.
PENALfYI
fhl 15X t.. .anl.ty nan-partlclpltlon plnllty II coeput.d on the to'.1 0' the ta. .nd lnt.rl.t ...~...d, .nd not
Plld b,'orl J.nu.ry 11. 1996, thl flr.t d.y e,t.r Ihe end of the te. a'n,.ty p,rlod,
IHTERESh
In'lr..t I. chargld b.glnnlng with flr.t dlY of d.llnqulncy, or nln. (9) lonth. end on. 111 day fro. thl dltl of
d'I'h, to thl d.t, of p,y"nt. 1.... which blce'l d.llnqulnt b.for. Janulry I, 1911 b,.t lnt,r..t at the r.'. 0'
.1. (6~J p.rClnt p.r annul c.lcul.tld .t a dally ret. of .00016~. 'II t.... which b.cI.. dlllnqulnt on end .ft.r
Januery I. I'll will bear lnt.tl.t .t a ret. which will vary frol calendsr yaar to cal.nd., yaar with that r.t.
announcad by tha PA Depart..nt of A.vanua. Th. eppllcabl. Inler..t t.ta. for 1912 Ihrough 1996 ar.t
Va., Int"..t R,t. Dilly Int"..t F.ctar Vaar tnt"..t Rlt. Dally Jnt"a.t Fectar
1912 lO~ .000!i41 1911 .. .000lt,1
1915 16:<< .000431 19Ia-I991 IIX .000Jal
191ft I1X .000301 1992 .. .000l'"
1915 In .000356 1993-1'9'~ ,. .00Dl'Z
1916 lD~ _00021,. 1995-1996 .. .OOOZU
~-lnt"..1 It nlcullt.d a. 'olloWII
INTEREST . BALANCE OF TAX UNPAIO X NU~BER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
--Any Hotlc. I..uad efl.r the ta. baco.a. dallnquent wtll r.flact an Int.r..t calculation to flftaan IISJ day.
bayond 'ha data 0' ths ...a'I..nt. I' p.y.ant a. .ad. aflar 'h. Int.r..t coapulatlon data .hown on 'h.
Hotlca, addltlonel Int.rl.t .u.t ba calculated,
- -' -. ~... ".- ..~.
/.T:Y6f (.,
COMMO~WEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
o
*
"
BUREAU OF INDIVIDUAL TAMES
INHERllANCE lAX DIVISION
DEP1. UD6Dl
HARRISBURC, PA lUU-DUl
.t..ll",I." III.'"
DATE 01-06-97
ESTATE OF BEALE EDITH G
DATE OF DEATH 08-20-95
FILE NUMBER 21 95-0872
COUNTY CUMBERLAND
D P BEALE ACN 95152497
4409 RDYAL DAK RD \ Allount Re.dthd
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE. To Inluro propor crodlt to your occount, lub.lt tho uppor portion of Ihlo for. with your 10. poy.ont.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifili:ii,-liniCAj:-p-nz:9&y------...-iNHiiii;:ANCE-fiiif-si,'iiTEiiitif-ilTACciiuNT--...---------------------
ESTATE OF BEALE EDITH G FILE NO. 21 95-0872 ACN 95152497 DATE 01-06-97
THIS STATEHENT IS PRDVIDED TD ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 09-23-96
PRINCIPAL TAX DUE. 8.00
PAYMENTS (TAX CREDITS),
DISCOUNT (+)
INTEREST (-)
.40-
AMOUNT PAID
8.40
PAYMENT
DATE
12-09-96
RECEIPT
NUMBER
AA184935
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
8.00
.00
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl,
NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDlT" l CR) ,
YOU HAY BE DUE A REFUND. SEE REVFRSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
.00
.00
Rllee.' uf
nl)~ 'I,;;!ln
'97 JAN 17 nil :48
Cler; .1;Jrl
CumIJ ' ;! ~.). PA
PAVftlNfl
Detlch the top portion of thl, Natlcl and 'Ubalt with your pay..nt ..d. pevabl. to the n".' and addrall
prlntad on the r.va,.. ,Id.,
If RESIDENT DECEDENf ...... ChICk ot aona., order payabl. tOI REGISTER OF WILLS, AGENT.
If NOH"RUIDENT DECEDEHT ..11.1 chIck ar .on.., ord.r pIYlbla to. COHHONWEALTH OF PENNSYLVANIA.
All p.v.ent. r.cllvld ,hall ba .ppllld flr.t to an., Intar..t which .'V ba dull with Iny r...lnd,,. ,ppllld to thl tax.
REFUND eeA)t A ,.fund of " '"M credit, whiCh WI' not r.que,tad on thl ,.. A.turn. .'V b, r.qua.tad by caaplatlng ~
"Appllutlon for R.'~ 0' PeM.vlvant" Inhlrltanu and hht. h_" (REY.UU>>. .ppUutSonl .r. IVllhbl. .t
thl D,'lcI 0' thl RIDla'ar of Willi, 'nV' 0' thl IS Ray.nue DI"rlcl O,flcl' or fro. t~ D.p.rt..nt'l Z~'hDUr
In....rln. ..rvlc. ~b.rl far fora a ord.rln.. In p.nnlvlvanla l-eDD-16Z-Z0S0. outlld. p.nn.vlvenla
and Mlthln loul H.rrlsburg ar.. (117) 181-e09", fOOl enl1 l1Z-n5Z CU.arlna lap.lnd onhl.
REPLY TDI
Ou..tlan. r.gardlng .rrara cant.ln.d on thla not Ie. .hould b. .ddr....d tal PA D.part.ent of A.v.nue, Buraau
af Individual T...., ATTN. Po.t A.......nt A.vl... Unit. D.pt. ZI06OI, Itarrhbur.. PA 171Z1-UD1. phon.
t7IU 187-6\05.
DISCDUNf.
If .nv t.. due I. p.ld within thr.. (1) c.landar .onth. aftar the d.c.dant'. daath, . flv. p.rcant (5~) dl.count
of the ta. p.ld I_ .llow.d.
PEHALf't'1
fha 15~ t.. a.n..ty non-p.rtlclpatlon p.nalty la co.put.d an the tota. of the ta. .nd Int.r.at .....I.d, Ind not
paid b.for. Januarv I.. 1'9'. tha flr.t day .ft.r the .nd of the ta. .an..tv p.rlod.
INTEREST I
Intar.at I. ch.rg.d b.alnnlna with flrat dav of dallnqu.ncv, or nln. (91 aan'h. and one (II dav fro. tha data of
d..th, to the d.ta of p.v..nt. r.... which b.c... d.llnqu.nt b.for. Janu.ry I, .91Z ba.r Int.r..t at the rata 0'
,I. C6~) parcent p.r annul calculat.d at . dallv rat. of .0001'''. All t.... which b.c..e delinquent an and .'t.r
Janu.rv ., .'IZ will b..r Inlar..t at a r.ta which wll. varv froa caland.r v..r to caland.r v..r with that r.t.
announc.d bv tha PA D.p.rt..nl of R.v.nua. The appllcabl. Int.r..t rat.. far 198Z through 1991 aral
V..r Inte,ut Ra'. nalh In'.,a.t f'8ctor V..r Int.r..t A.t. n.lly Int.rut F.ctor
I9n ZDj( .DODS". 1'81 .~ .aaaUl
I'U 16~ .DDDUe 19ea-I991 m .aOnDI
191... IU .000101 I"Z .~ . DaOl'"
1985 lSj( .ODUS6 1"5-1"" ,. .DDanZ
1986 1Oj( .DD0l1" ."S-1991 .. .DOOZ'"
ulnt.rnt Is c.lculated .. follawtl
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Anv Hotlc. I..u.d aft.r the t.. b.co... d.llnqu.nt will r.f..ct an Int.r..t c.lculatlon to flft..n (151 day.
beyond the d.t. of the ........nt. If Ply..nt I. .ada afl.r Iha Inl.r..t co.putatlan data thown on the
Hollea. .ddltlon.l Int.r..t .Ult b. calcul.tad.