HomeMy WebLinkAbout96-00023
~
No.
Estate of
I Deceased
FArdinand G. Kallfnlrl
DECREE OF PROBATE AND GRANT OF LETIERS
AND NOW Januarv 12. 19JL, In consideration of the petllion on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 25th February ] 986
described therein be ad milled to probate and filed of record as the last will of
Ferdinand G. Kallfnlrl
and lellers T.." tamen tArll
~~antold
are hereby granted to
Mary C.
\--I'Y\C\,uj-(' .'iUI./'L.r.l
" .
Lewis
FEES
Probate, lellers, Etc. ......... s
sbllR~~2s?1) . .. ... .... S
Renunciation ................ S
JCP S 5.00
TOTAl_ S 46.00
Filed ...... .JANUAR.Y. .1.1.,. .1.99~.....
200.00
5.00
36.00
ATTORNEY tSup. CI. 1.0. No.)
ADDRESS
PHONE
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MAILED LETTERS TO EXECUTOR
WARNING: IT 15 IllEGAL TO ALTER nus COpy OR
TO DUPLICATE DY PUOTOSTAT OR PHOTOGRAPH.
DI~f.rl:'~~'~""UJAlj,~~Vlr:m~'IJ~Ds
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. 2894137
\. ~ ....~. JJ 1'1'1(.,
.,'ltll'....--uJ' C"....U111Oll
Name of Decedent ()~~ ~Jd JfL
Sex ~ II-f, Social Security No. It, /- (...I.. t;..,j;
Date of Birth - J. - /9 /~I Irlhplaco d~ zl.lk...-=.
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Dale of Death leA -<~ /- If'lL)
Ih
Place of Deat
Race
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LAST WILL AND TESTAMENT
1, FERDINAND G. KAUFOLD, of the Borough of Tower City, County of Schuylkill
and State of Pennsylvania, do hereby make my Last Will and Teatament and revoke
all Wille by me at any time heretofore made.
ITEM 1. I give, deviee and bequeath my entire eetate, both real and peraonal,
whataoever the same may be or wheresoever the same may be situate at the time of
my deceaae, unto my nephews, John J. Ksufold and James F. Kaufold, in equal one-
half shares.
ITEM II. I nominate, constitute and appoint my nephews, John J. Kaufold and
Jamea F. Kaufold, as Executors of this my Last Will and Teatament and direct that
they shall not be required to enter security in sny jurisdiction in which they
may act.
IN WITNESS WHEREOF, 1 have hereunto set my hand and seal to this my Laat
Will and Testament this ?, 5ttf dsy of
Ftf'F.,/Ci/A R-l!
~!/jG!(~
(SEAL)
, 1986.
SIGNED, SEALED, PUBLISHED AND DECLARED by Ferdinand G. Kaufold, the above
named Testator, as and for his Last Will and Testament, in the presence of us,
who, at his request, in his presence and in the presence of each other, all
~resent at the same time, have hereunto subscribed our n~mes as witnesses.
()2!1u/.t-- () OM/}1~
Name J-, Addre
9n~~'jbl Cd~"" .:-, ~
~ () Name
dl" /9?('- J.9
RENUNCIATION
In Re Eatate of
F t n'l, .1 Ct n d (I, K CA. L( r (J I d
deewed.
To the Reallter of Wills of
eL-lt11 kJnr(c:u1d
County, Pennsylvania.
The undersigned
-, h
..J() to
:) t<.ClLl (,./ ((
11 c-' r I I t' l.v~'
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that tellers
T e s ~ Cu. Ie, \.,. Cllll
,
be Issued to J Cc I . ) e 'oJ (==-. K CL Ll r L' / rI
WITNESS
mt/
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r.'iA C\, II q /
hand this J day Of~, 19~
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f . ~~I~IU'e) /
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CERTIFICATION OF NOTICE UNDER RULE 5.61~)
Name of Decedent r FERDINAND G. KAUFOLD
Date of De~th I DECEMBER 31, 1995
Will No. 1996-00023
Admin. No.
2196-0023
To the Registerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orph~ns' Court Rules w~s served on or mailed to
the (ollowing benefici~ries of the above-c~ptioned estate on
JANUARY 23, 1996 I
~
JOHN J. KAUFOLD
Address
448 PAWNEE DRIVE, MECHANICSBURG, PA 17055
JAMES F. KAUFOLD
"7 KIM ACRES DRIVE, MECHANICSBURG. PA 17055
Notice h~s now been given to all persons entitled thereto under
Rule 5.6(a) except NONE
D~te: lANIIARV ~I. Iqq6
~;'r~
Name JAMES F. KAUFOLD
Address 7 KIM ACRES DRIVE
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MECHANICSBURG, PA 17055
Telephone (717) 766-8756
Capacity: X
Personal Representative
Counsel for personal
representative
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COMMONW\AUH 01 PfNNSYIYANtA
0".... MINf O' IlYfNU(
Dm 710601
H.....IUU.O ~... 11 '1.0601
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il~
~m
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
H'
AM 11,t. .' ....N "'I
I INllAll
OArr OJ IIIIH
j'OI OAT., 0' DIATH Ami 121~ 1191 CHICK HIU
" A I'OUSAL
,ovnn CUDIf II CLAIMID 0
IILI HUMin
21 1996 0023
COUNTY CODE Y_E,~R NUMBER
o ( DfN '$ OM" I... 01. ,
MESSIAII VILLAGE NURSING CAR~:
100 MOUNT ALLEN DRIVE
c.!,!~CII MiIDll!!Nfl PA 17055
AMOUNT IlCllVfD IUIIN$UUClION',
I
J,.D. FERD INAliILG..__
IAllICUII" NUMIII DAn Of DUIH
NONE
00 I. Orlglnol R,'urn
o 2, Supplemental R,turn
Remainder A,turn
(for dol.. 01 d.oth prior 10 12.13.B21
Federal Etlal. Tax Rllur" Required
o ... L1mlt.d ElIott 0 Ao. Future Int.'II' Compromit.
(for dolO. 01 d.oth 0"" 12.12.B2)
!il6. O,c.d.nt Di.d T,"all 0 7. olc.d.nt Maintained a living Trull
(Altoch copy 0' Willi (Altoch copy 01 Trulll
IlOUIII'OftDIHCI.AND CON'IDINTIAL TAX INfOllMAnON SHOULD II DIRICTID TOI
(OM'll 1l MAiliNG AOOIl
7 KIM ACRES DRIVE
MECIIANICSBURG, PA 17055
03,
05,
!LB.
Tolal Numb.r of Soft O.posll Bo..s
164-18-0399
12-31-95
}','h-.(...i/".~'t;;'. r~.~
(I I -1illliE
(21 $70.977.00
(3) NONE
( 4 I -.llilliL
(5) $11 ,000.00
(61 $47.631.00
(7J NONE
(91 $7,125.00
(10) NONE
(B I
$129.608.00
'" "",1(1.1'11 'UIYI"HO 'POUU '''''''''111.''- 'II" I.NO "'OOtIIH'II"1
z
a
5
~
hl
'"
1. R.ol ElIot. (Sch.dulo A)
2. 510ck, ond Bond. (Sch.dulo 81
3. Clollly H.ld Stock/Portnlllhlp Inllroll (Schodulo q
A. Mortgog.. and NOI'S Receivable (Schedule 0)
5. Cosh. Bonk Deposits & Miscellan.aus Penonol Prop.rty
(Sch.dul. EI
6. Jointly Own.d Proporty (Sch.dulo F)
7. Tron"lII (Schodul. GI (Sch.dulo II
B. Total Gran As..ls (talalllnes 1.7)
9. Funeral Exp.n..s. Administralive Costs, Miscellaneous
Exp.n.o. (Schodul. HI
10. O.bll, Mortgog. 1I0bIHtI0.. 1I.n. (Schodulo II
11. Total Oodudlon. (Iotollln.. 9 & 10)
12. N.t Value of Estat. (Un. 8 minus Une 11)
13. ChorUabl. and Go....rnm.nlol B.quests (Schedule J)
lA. N.I Voluo Subl.d 10 To. (lIno 12 mlnu.l;n. 13)
15. Spou.ol Tron"III('or doto, of dooth o"or 6.30.94)
S.. Instrudians far Af,plicabl. P.rcentag. on Reven.
Sid.. (Includ. valutl rom Sch.dul. K or Sch.dul. M.)
16. Amount of Un. 14 toxobl. 01 6% rot.
(Includ. valutl from Sch.dul. K or Sch.dule M.)
17. Amount of lIn. ". toxobl. at 15% ral.
(Includ. value. from Sch.dul. K or Sch.dul. M.)
lB. Prindpollo. duo (Add 10. Irom Uno. 15, 16 ond 17.1
19. Cr.dill Spousal Pov.rty Cr.dil Prior Payments
+
(15) 0
(161 -tJ
(171 $122.483.00
(111 $7.125.00
(121 $122.483.00
(13) NONE
(lA) $122.483.00
x.__ 0
x .06. 0
x .15 II $18.172.00
(1B) $18,372.00
(19) $919.00
(20)
(211 $17.453.00
(21AI
(2181
z
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.
C>
U
~
..
Discount
+ $919.00
Int.rlll
20. If lIn. 191s gr'OI.r Ihan lint 18, .nl.r th. diff.r.nce on lIn. 20. This Is the OVERPAYMENT.
DO
21. 1I11no lB II grootor Ihon Un. 19, .nl.. tho dlll...nco on Uno 21. Thl.lllho TAX DUE.
A. Enl.r th.lnl.rest on the balance due on lIn. 21A.
B. Enl.. ,hololol of lIn. 21 and 21A on lIno 21B. Thl.1I tho BALANCE DUE.
Malee Ch.ck Payabl. tOI R.gllt.r O. Willi, Ag.nt
I. SUII TO ANSWII ALL QUESTIONS ON RIVIISI SIDlAND TO IICHICK MATH : ..~,\' ;.':I,~;l"..j;.4;t!...
Und.r p.nalll.. of p.rjury, I d.c1ar. that I hay. .xamln.d Ihis r.lurn. Including accompanying sch.dul.\. and Ilat.m.nll, and 10 the bllt of my knowl.dg. and b.li.f,
It II tru., corr.d and compl.I.. I d.c1or. thaI all r.ol IItat. has betn r.port.er at true market valu.. Oeclaration 0' prepar.r alh.r than the p.rsonal r.pr...ntativ. is
bal on alllnformalion of which pr.par.r hal any knowledg..
SI tuU 0' 'u U 511 fOI flUNO UIN AOOIU5 OAt(
(111'(" hl"C if you OIL' ,cquc\ling 0 rcfund of you. ovcrpnYM1t'nt.
7 KIM ACRES DRIVE, MECIIANICSBURG, PA 17055
AOOIU5
3-27-96
OAt(
Ad '48 of 1994 provld.. for the r.ductlon of the tax rat.. Impo..d on the n.t valu. of trand." to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .tatut. will b.1
. 3% (.03) will b. appllcabl. for ..tat.. of d.e.d.nt. dying on or aft.r 7/1/94 and b.for. 1/1/96
. 2% (.02) will b. applleabl. for .lIat.. of d.c.d.nt. dying on or aft.r 1/1/96 and b.for. 1/1/97
. 1% (.01) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/97 and b.for. 1/1/98
. Spou.al trand.r. occurring on or aft.r 1/1/98 will b. .x.mpt from Inh.rltanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (,,) IN THE APPROPRIATE BLOCKS.
1. Old decedent make a transfer and:
a. retain the use ar Income af the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or its Income, ...............
c. retain a reversionary Interest; or ...................................................................................
d. receive the promise for life of either payments, beneflls or care' .......................................
2. If death oCCllrred on ar before December 12, 1982, did decedent within two years preceding
deoth transfer property without receiving adequale consideration' If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consIderation' t..................................................................................oo..............
3. Old decedent own an 'In trust for' bank account at his or her death'......................................
YES NO
vi
./
./
II
v'
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
. ,
........:..1"... *
COMMONWIAUH 0' P1NNIYlVANIA
INHIlIIANCI1AlI1IlU.N
'II'DIN! DICIDIN'
SCHEDULE F
JOINTLY-OWNED PROPERTY
KAUFOLD, FERDINAND G.
Jelnlllnanl('I'
.ILI NUMB"
21 96-0023
ISfATI O'
A.
NAMI
JAMES F. KAUFOLD
ADDRISS RILATIONSHIP TO DICIDINT
7 KIH ACRES DRIVE
HECHANICSBURG, PA 17055
NEPHEW
B.
JOHN KAUFOLD
448 PAWNEE DRIVE
HECHANICSBURG, PA 17055
NEPHEW
C.
Jolnlly-ownod property.
ITIM LETTlR DATI
NUMBII FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE O'
JOINT JOINT OF ASSET % INT. DECIDENT'S INTlREST
TlNANT
1. A,B 11-6-87 HID PENN BANK
HILLERSBURG, PA 17061
CHECKING ACCOUNT 1401-822-2 $32,368.32 13. 33~ $10,790.00
2. A,B 11-6-87 CHECKING ACCOUNT #900-187-6 $10,137.74 3.334 $3,379.00
3. A,B 11-6-87 CERTIFICATE OF DEPOSIT
#304072198 $100,383.56 33.33~ $33,462.00
TOTAL IAI.o onlor on IIn. 6. RlCopilulotlon) S $47,631.00
(If more 'pac. i. "He/td ;ns.rt additional shl'ts o( Jom, ,iz,)
.IWIIIIII.11I11
ITEM
NUMBER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1~9.
~!1i~
(OMMONWfAlfH 0' PlNNlVlVANIA
INHUI1ANCI fA. IItUIN
IfllDfNIOfCIDINf
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.al. Print ~!-.!u'
M
21 96-0023
KAUFOLD FERDINAND G.
DESCRIPTION
AMOUNT
Funoral Exp.nlll'
SERVICES OF FUNERAL DIRECTOR & STAFF
INTERMENT RECEPTACLE
RING APPAREL
DEATH NOTICES & CERTIFICATES/PALL BEARERS
OTAL AMOUNT PAID TO CORL FUNERAL HOMES, INC
'EADSTONE(PAID TO CORL MONUMENT SALES)
URIEL LOT
RAVE OPENING
LOWERS/PRIEST/SOLOIST/ORGANIST & LUNCHEON
,AcImlnlltratlvl Caltl' (PD TO JAMES KAUFOLD)
1. Personal Rep....nlatiYll Com minion.
Social Securily Number of Personal Rep....nlaIiYll'
Vear Commission. paid NONE
1.
$3.980.00
750.00
150.00
85.00
$4,965.00
$405.00
$300.00
350.00
300.00
$950.00
2. Allorney Fe.. NONE
3.
Family Exemption
Claimant NONF.
Add..n of Clolmanl 01 decedent'. death
SI..et Add..ss
City
Slale
Zip Code
Relotlon.hlp
b LETTERS ADM CTA-$200; SHORT CERT $36; RENUNCIATION
Pro ole Fe.. HEIRS $5; JCP FEE $5; ADDITIONAL PROBATE FEE $50
PAID TO CUMBERLAND COUNTY COURT HOUSE
MII.lllanlou. Explnll"
$296.00
SEE ATTACHED LIST
$509.00
TOTAL (AI.o enter on 1I"e 9, Recopitulationl
(If more IpaCI II nil dId, Inllrt additional Ihlltl of 10m. 11.1.)
S 7,125.00
-,... ,,-....., ..., '. .
_ _ _.._ ___ _ _._ _ __'_ .__ __ __ ___ __ _,__ .___ _._ ___ _ U. _. .___. _. _ _.__ ___ _._ ._. ..-- --_ .- --..
RECEIVED FROM.
:r.:,~;t:~'fi'i[:i1:f..;;".' '. ,.".' '. ~
.T~,Al....Aft!!-~j~;9\-,~',.i:, . ~.;'f f , l\~
riMNiI.:rf~~:i'/I!hil:1di!;t'"g,.!.;,.'f'1.r .\' ' i"
~H.~~it~~~i~4i~;~;~~{, >1.' "
......"' .,.. ..~.~l'. '-J: ;~....",;...)J~:\.\
ACN
m ASSESSMENT P:'
II CONTROL I;iI AMOUNT
NUMBER
I
I :
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I
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.~' ,..(j',l~~~...!Y'J.Jllj;i.&r'. LJ ~l .
, ',." '" I. ,'1- "l':~ ~I'- . j" ,J)..
1, . "!'r""~ ."d,[",,:,,')...iH,~<I~.;t,..,>!'41'~
! :' i~~t"I~.."::~.r"~';.l"~l,,..:J:";~;J:J/):'~'~~~~~"':tt1ik' .
:":, :.-" " ;'."'" ", ~,~': <;.! t. 'I'... ;;1, ..~ "'; . -.....-r.~Fl'Yf\.
_,~I..'~C,..k-;' - ...;.~-'U..'hi:rt.-UI.~t::S~k\
JAMES F KAUFOLD
101
.17,403.00
7 KIM ACRES DR
MECHANICBBURG, PA 170~~
ESWE INfORMATION.
!II I UMI
iii 21-1996-0023
!II NAME , DECEDENT llAST)
~ KAUFOLD FERDINAND
II E 0 'AYMfNT
II POSTMARK 114TE
UNTY
BSN
IFIRST)
G
164-18-0399
IMI)
CUMBERLAND
DATE 0' DEATH
fa TOTAL AMOUNT 'AID
.17,4~3.00
BK
REMARKS
JAMES F KAUFORD
SEAL
" /. /'.>
RECEIVED BY //i' 'i,_' ( . / ,;,...
~GNAJ'Ull
.J' ,...;:./
CHECK" 0001
w. },. ,,,",1 '.
REGISTER OF WILLS
MAR V C. LEWIB
REGISTER OF WILLS
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) REV-1547 IX AFP 112-95*
COMHOHW[ALYH Of PfNHIVLVAHIA
D[PAlUCNf 01 It[vn.Jt:
IURfAU Of INDiviDUAL 11X[1
I)(Pf. "0601
HARtIlIlLltO, PA I7UI.nl1
\" . \'\ . 1\
..
, -
ACN 101
NOTICI Of INHERITAHCI TAX
A~~RAISEHENT, AllOWANCI OR DISAllOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
DATE OF DEATH 12-31-95
DATI 07-08-96
FILE NO.
COUNTY
CUMBERLAND
HOTE' TO INSURE ~RO~ER CREDIT TO YOUR ACCOUNT, SUIHIT THE U~~ER ~DRTION Of THIS fDRH WITH YOUR TAX
~AVHENT TO THE REDISTER Of WILLS. HAKE CHECK ~AVAIlE TO "REDISTER Of IIIllS, ADENT"
REMIT PAYMENT TO:
JAMES F KAUFOLD
7 KIM ACRES DR
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt Re.! H.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v:is4'nif"AFP-n'F9SriioYicinOF-YNHiiiii'AN-Cn'-A'iniPPRAisiif€ii'r;-Ai.DiwANCi-ifRn__nnn__mn
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAUFOLD FERDINAND G FILE ND. 21 96-0023 ACN 101 DATE 07-08-96
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Line 14 .t Spou..l rat. (15)
16. Aoount of lln. 14 t.xabl. .t Lln..l/CI... A r.t. 1161
17. Aoount of lln. 14 t.x.bl. .t Coll.t.r.l/CI... B r.t. 1171
18. Principal Tax Dua
TAX RETURN liAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. R.d Eot.t. IScMduI. AI III
2. Stock. and Bond. CSch.dul. BI 121
3. Clos.ly Hald stock/Partnership Int.r.at (Schedule C) (3)
4. Hartg.gas/Not.. Receivable (Schedule D) (4)
5. C.sh/Bank Deposita/HI.c. Parlonal Property (Schedule El (5)
6. Jointly Own.d Prop.rty ISch.dul. fl 161
7. Tran.f.r. ISch.dul. DI 171
I. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens../Ad.. Calta/Hi.c. Expense. (Schedule H) (9)
10. D.bt./Hortg-v. llablI1tl../ll.n. ISch.dul. II 1101
11. Total Deduction.
12. N.t Valua of Tax R.turn
15. Charitabla/Govern..ntal a.qu..t. (Sch.dul. J)
14. Kot V.lu. of E.t.t. Subj.ct to T.x
NUTE:
TAX CREDITS:
PAVHENT
DATE
03-27-96
RECEIPT
NUHIER
AA1l2669
DISCOUNT 1+1
INTEREST C-I
918.58
I CHANGED
.00
70 .977 .00
.00
.00
11.000.00
47.631.00
.00
III
129,608.00
7,125.00
.00
1111
1121
1131
1141
7.1,1i nn
122.483.00
.00
122,483.00
.00 X .00_
.00 X .06_
122.483.00 X .15.
1111
.00
.00
18.372.00
18,372.00
AHOUNT PAID
17,453.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 10-01-96K.
18,371 .58
.42
.00
.42
. IF ~AID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1, NO PAVHENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH fOR INSTRUCTIONS. I
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a:
RESERVATIONI !It.t.. of decedent. dwlnG on Dr blfor. Dee.~r IZ, I'll.. .f anv future Int.r..t In the ..t.t. I. 'ran.fltr.d
In po.....lon or enJov-ent to CI... . (co11,t.,..I) beneflcl,r... 0' the dlcedent .ft,.. the ..plr.tlon 0' '"V ..tet. 'or
11'. or 'or v..r., thl C~.lth herlbv ..pr..,lv r...rv.. thl right to .",.,1,. ~ ...... tranl'.r Inhlrlt8nC1 r....
It the l.wful CI... . (collat.r,l) r.t. on any .uch future Int.r..t.
P\JlPOU OF
NOTICEI To fulfill the requlr-..ntl of Slctlon 21'0 of thl Inherlt8nC1 and E,t,t, T.. Act, Act zt 0' .991. 72 P,S.
Section ZllliO.
PAMNTI Detach thl! top portion of thl. NoUu MIl lubIIlt with your Plynnt to the A..hh.. of WUh pdnt~ on the rey,r.. side.
...".... check or IIOMIV order PIYMh tal REGISTER OF MILLS, AGENT
All p.~t. recllved shill flr.t bt ~11.d to anv Int.r..t which .'V b. au. with ~v r...lnder ."II~ to the t...
REfUND (CAli A r.fund of . t.. cr~lt, which .... not nqu..t.d on the ,.. R.turn, ..v be rltqUe.t~ bv cOllPleUng an "Application
for Rafund of Penn'vlv.,la lnherltanca and E.tate ,.." (REV-ISIS). Appllc.tlon. .r. .v.llabl. .t the OfficI
of the Ratl,t'r of Will., anv 0' the 2S Rev~ DI.trlct O'flcl., or bv cllllng the .pecl.l Z4-hoUr
an.werlng ..rvlce nuabar. for 'or., orderlngl In Penn.vlvanl. 1-laD-S62-ZaSa, outllde Pennlylvanl. and
wIthin loc.1 Harrl.burg .r.. (717) 717-1094, TOOl (117) llZ-22S2 (Ha.rlng 1~.lred Onlv).
OIJECTIOHSI Anv p.rtv In Int.r..t not ..tllfled with the .ppr.I...ent, .Ilowance or dl..llowanc. of deduction., or .......-nt
of t.. (Including dl.count or Int.re.t) ., ahown on thl, Hatlc. .u.t obJact within II.ty (60) day. of rac.lpt of
thll HoUc. bYI
--written prot.,t to the Pi Dap.rtlant of R.vanua, lo.rd of App..l., Oept. 211021, H.rrl'burg, Pi 17121-1021, OR
--.lection to hava the utt.r dater.lned .t audit of the ltecount of t~ perlDnllI npr..."t.Uv., OR
--~.I to the Orph.".' Court.
AIlIlIN
ISTRATlVE
CCRRECTIClHS I
Fltetu.1 .rror. dl.cov.rld on thl, .......ant lhould be addr....d In wrItIng tOI PA D.p.rt.-nt of A.venue,
aur.au of Individual T...., ATTNI po.t A......ant R.vl.w unit, D.pt. Z106al, Harrl.burg, PA 171ZI-0601
~ (717) 717-6505. S.. page S of the bookl.t "In.tructlon. for Inherltanc. TIX R.turn for. R.lldant
Decadent" (REV-Isa1) for an ..planatlon of ldalnlltrltlv.ly corraetabl. .rrorl.
DlscotItTI
If anv t.. due I. p.ld within thr.. (S) c.landar .unth. .ft.r t~ decadent'. d..th, . flv. p.rcent CS%) dl.count of
the ta. p.ld I. .UOtMd.
PENALTYI
The 15X t.. eane.tv non-partlclp.tlon pen.lty I. co.puted on the total of the t.. and Int.r..t ......~, and not
plld blfor. J~rv .1, 1996, thl flr.t d.v .ft.r thl and of the t.. -.n..tv period. Thl. non-p.rtlclp.tlon
pen.ltv II .....1... In the .... ....,.r and In the thl .... tI.1 per lad .. you would .pe.1 thl t.. and Inter..t
thllt has bHn .......d II Indlc.t~ on thll notice.
INTEREST I
Int.r..t I. charg~ beginning with flr.t d.v of delinquency, or nln. (,) .unth, and on. (I) d.y frol thl dat. of
death, to thl data of p.yeant. T.... whIch bee... delinquent before Jenu.rv 1. 1"2 b..r Int.r..t .t the r.t. of
,I. (6X) parcent par annue c.lculatad .t . d.lly r.t. of .000164. All t.... which b.c... d.llnquent on and .ft.r
Jenu.rv 1, 1'12 will bI.r Int.r..t .t . r.t. which will v.rv frol calend.r v..r to clland.r v..r with that rata
announced bV the PA DIP.rt.....t of R.v~. The ."lIcllbla Int.n.t ratll for 1911 through 1996 sral
'!!!! Intsrllt A.t. D.llv Int.r..t Factor !!!r Intsrl.t btl DillV' Intar..t F.ctor
191Z 20X .aoaS41 1'17 OX .00OZ47
1985 lOX .00000 1'1'-1991 \IX .DOOSDl
1'14 \IX .000501 1992 OX . DOOZ47
1915 ISX . DOOS56 199)-1994 7X .ODaI9Z
1910 lOX .ODD274 1995-1996 'X .00OZ47
--Inter..t 11 calculi tad II follDMII
IIITEREIlT . IALANCE OF TAlC UlfPAIO X NVIlIER OF OAYI DELINQUENT X DAILY INTEREST FACTOR
--Anv Nathe I..,*, .fter thl ta. bee... dtllnquant ..Ill raflect en Int.,..t ulculltlon to flft"" US) d.y,
beVond the d.t. of the ......IInt. If p.yaant I. .adI .ft.r the Int.,..t c08PUtetlon date shown on thl
Notlc., addltlonel Intarllt .u.t btI c.lcul.tad.
4' "0 __ _, ....
__ _._ _~_. .u. _w ~._.1 _ _~ ___ _._.~ ._ _. ._. ___ .._._ ._~_".
.t':-~~i,''i-,,::::i':/>'J'':':'f'~:'';.-:<_l < '~r.");,.,::j:-:_-_:~j-;' ,",.. ','I:" f '.';: ';,';'-<-",J,,' ~'::n':"i"Y: T ";, , ..:' ':, -;'-.'-:f-,-;~~,;....'.!;tr!;~
""", "J";COMMONW"'IA'""'IH""O.p' '1"u'N'SY."AN' 1'.':'1',,;,: :,' ,', ""'"'''' 'h' '",''/'' "t.f'.\ .'11
. ~' 'B'Bd , .., ." 1"" n ."ft ft ",,"y,"',".<;,"J"j\,",'" "" ,. ",
',.. ;x:.'-,.,....,..-\-''''~''''...,~...'''..\-.....-~.. -..------'----......- "'--"I'-''-.-'''\, .,:.....,..,-'..~:;'.....-'. ....,.,..,..,~."... q~
. '- _-<'ll'",!:;"Y"':-:i"-,-r. OP'~U.'; '~-,:-,:-:'';".-.<'...-'''',.'-:' ". ......,-~ ....",;~....:,,:'._.,(i...:.,-j. .""-~
',. .' ,~j- ~l""--">'-t,,\,~,,,,, t... .c.. - ,.--.J ,", __ -..-'" _'~' 1'-" ,,' '..... '1 - .'--"-" '."-.' ":'" " '.0'_..., ';. .,.
~_,_:',J'."\tS;:,_')'i.::o':~:,'C{~i~~-_~~-; _c.,._" L'~ .,-" ,< C_, t L . _' _ ," '.,~.. ),'" ''''-,:> , , .,.': :'-'_'C:"_~'" ,'-:~ -,'\;::~:- ',':,:'~',';""c":' ~
!\~"'";.""NSYLV~A INH"ITANCI~D mA.TITAX;;:;".'/', {!:';f\. .71
RECEIVED FROM:
&
ACN
ASSESSMENT f!'
CONTROL Ii:II
NUMBER
AMOUNT
JAMES F KAUFOLD
'ft:l1 ,+:)U;;I9
.1<1'f.:)<;'
."
7 KIM ACRES DR
MECHANlCSBURG, PA 17000
96140040
$139.:59
.
,
rotDHIII
ESTATE INFORMATION:
!II ILEN MER
Y e 1-1996-0023
!I NAME Of DECEDENT (LAST)
~ KAUFOLD FERDINAND
1:1 DATE Of PAYMENT
EI POSTMARK r
COUNTY
SSN
(FIRST)
G
164-18-0399
(Mil
CUMBERLAND
DATE Of DEATH
"
REMARKS
m TOTAL AMOUNT PAID
$279.18, .
DO
JAMES F KAUFOLD
SEAL
CHECK" 4:598
RECEIVED BY
REGISTER OF WillS
;""~'''_,_i_ - - - ---- -- ----..- -- -:----~~--~---,----~.,~-="~~~~"-7;~.. ~,
.,'
,
,~
,I
i' ,
f,
'.
,
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r'.
~. ..,
~. .
~'
~
.f
.
,
{
.- ,. --...,.
.._-" -~. --
"
.......-.-
c
\.
PlIIPOI[ ..
IIIT1Cl.
PlYlefT.
RE11JrII(Clh
OLIECTIONS.
AllIIIH-
IIlllATM
CORRECTIONS.
DISClUfT.
PENALTY,
IImREST.
"- In
o.!:? ...., ~~
~.-.:: a "
:.\~ ~ ) ,)
01 '~)
I
'II C ~
'" ...-
~ C/I
o .. 'll
0'-
&& r-.. :. L)
P- ',:,: E
08
To fulfUl the .....,l......ts of Section 2140 of tM l....rlbnc8 Md E,t,t. Tax Act, Act ZZ of 1"1. (72 P.S.
SeoUon 1140).
Debch the top portion of this Notice ... .-it ..Uti your ~t to the hIIlshr of MUb printed on the
rever.. 11d1.
.. ...... c:heck Dr IIDnQ order penIIl. tal REGISTER OP' WUlS, AGDfT.
All ~h reoelVlld ..11 flnt be ..Ued to ~ Int...... Wllch ..v be 0.., wlth my r_Inder ...,11. to the tax.
. ...fund of . tax credit, .....ldt .... not r~.ted on thIi tmc rtlturn, .-y be requeated by co.p!aUI'lI In "AppU.Uon
for Refund 0' PennlYlwnJ. Inhel"lbnce ... E,tat. TaxW (REV-Un). AppUClltlonl .r. awlhbl. It the Office of
the _..lahl" of Willa, .,y of the Z3 Rev...... DI.triat OffiCII' or bJ' C8Uing the .,.obi 14-hour ......ring ..rvlce
l'UIIItMn for fo,... orderlna. In Pwwlnlv.,'lll l-IU-361-2G50, ouhlde PennlYlwnll ... wlthln 10Clll
"rr!lburg Ira (717) 7.7-ID94, TOO' (717) nt-ZZS! (....l"lng 1..lrecl DnbJ.
Any ,.rtv In Inhred not ..llaft.. ,,1th the IIPPrIII.....,., .UOdnCeI or dl..UOWWICtI of .s.ckIctlon. or .......,t
of tax Uncludlng dbccutt or Int.r..t) .. shown on thll HoUce ay obJlCt ..Ithln .bety un dl!YI of ree.I,t of
this HoUe. by,
....rltt... proh.t to the PA o.p.rblnt of Awen.aI, loinS of ~1I, Dlpt. ZIUZI, ftlrrllburg, PI 171ZI'"lOZl, OR
.....Ieeth'll to hwII the attlr .t....lned .t the "'It of the IICCOI.I"It of the perlOnlll r..,r.....hlUv., OR
.......1 to the DrphM.' Court
Feelull .rron dlscowrlld on this ..........t Ihould be air,"ed In "dUng tOf PA o.p.rblnt of R.VIf'IUe,
BurleY 0' Indlvl~1 Tax.., ATTNI po.t A......,t Rsvl... Unlt, DEPT. Z10601, HarrIsburg, PA 17121-0601
PhonI (717) 717-65.5. s.. PIOI 5 of the bookl.t "lnatrucUon. for InhlrltMCI Tax A.tum for I A..ldent
Decedlnt" (AEV.15'1) for ... .xpl_Uon of alnlst...tlVtlb correctabl. .rrors.
If In)' tax ... Is p.ld ..lthln thr.. (3) c.lMdIlr MW'ltha .'t.r thI dIe.....t.. "th, . flv. ,.rClnt (5%)
dlscount of the tax P11ld II .110NId.
The 15% tax -.t.b non.~rUol,.Uon ,.,..1 ty I. COIIPUtld on the tobl 0' the to ... lnhr..t ........., ... not
P11ld bllfor. JInuIry II, 1"', thrI first dly .U.r the Met 0' the tu --.sab ,.dod. Thl. non.,.rUol,.tlon
,...lty II .....1.1. In \hi ... ""1" Ind ln the the ... tI.. ,.rloeS .. you would 8ppAl the tax MIl lnt.r.st
tMt his beIn ......... .. lncllCltld on this notice.
Int.r..t Is chlrgld ....lmlng ..lth flrst dQ of .11~, or nlM (9) .with. Ind OM (1) dQ
frOll the dlt. of _tn, to the dills 0' P'YIII\t. Tax.. Wllch IMcMI dellnqusnt blifor. J.....ry 1, 1912
bur lnt.....t .t the ...t. of .Ix (6%) pere...t per ..... c.lcul.ted .t . dilly rat. of .0GalM.
AU tan. Mhlch __ del1nqusnt on or .U.r JMUllry I, 19IZ ..111 bell" lnt.r..t .t Int. Nhlch ..111 VIlry '1"011
eal....r y..r to c.llOdIr y"l" ..I th thlt r.t. IMCU'IC8d by thI PA Dlpsrbwtt of Rsv~. The ...,IlClbl.
Int.r.st nt.. for 1HZ through 1997 '1"11
V..r Int.....t ~t. DIlly Int.....t Feotor
Voo.
Int.n.t ~t.
Dill>> Int.r..t fector
I9If
19U
1914
1915
1916
... Inhrut
Z'X ....548
lU . Gause
llX .'00301
13% .000S56
10% .000Z74
1. calcul.tld .1 follON'.
.0.1247
...1301
....Z47
."019Z
.DUZ47
1917
1911-1991
1992
I99S-1994
1995'1997
9%
11%
9%
n
9%
INTEREST . BALANCE OF TAX UNPAID X HVKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any HoUCII Issued .U.r thI to bKoM. dlllnqusnt ..Ul r.flect ... lnhr.st ealculaUon to fl't.." US) din
bIyond thI dlt. of thI .......,t. If ~t I, .. aUar thI Int"..t COIlPUbUon dlt. IhONn on thI
Hotlea, IddlUOMI lnhr..t ...t be c.lcul.tMf.
It'I 'e ,,'(
,.,..
0(/\ " 1 a.;
0 .
~) :; ~ , .~
..\-:... .J
, " 0\ 0
I
" ':
(I', ~. ~
t..J :~ "
~~i' .' .0
ro p; C:E
0: 00
a:
~lW
NDTJal
To fulfill tM r....lr.w'ltl of s.oUon 114D of the Inhlrltwce Mid E,t.t. Tax Act, Aat ZZ of 1"1. (72 P.I.
Section nUl.
PA'tMDfT1
Det8ch tM ~ port1on of thle Notice WId subIIlt 'lIth your ,.~t to the R..llhr of "lih printed on thII
rewr.. at..
..- MIke chedt or ..-.y 0"'1'" pe1IIbJ. toa RfJDl1TEA I:F WILLI, AGENT.
All ~t. ....1Y8d "U flnt be ..,U_ to -w lnt.....t Mhlch .., be ..., with ~ ,...lnder ...u.. to thII taM.
R[f'UtID (CR) I . r.fund of . b:x credit, Mhlch ...1 not r..-sted on U. tax rltum, .ay be; reque.tMl by COIIphU". ., ....UClltlon
for .duncl of PennQlv.1l. IMertbnc:ti .... [Iht. tu- (REV-1St!). AppllctlUonl '1"" .....1111111. at thI Office of
the ...lItsl'" of WUlt, MY of tM n Aev.nue DlIlrfct Offlc.. or by CIIUI", tM IP'Mlel Z4-hour .,....l"'lng .."Ice
~r. far fa,.. o~rlngl In PennQlv.nl. 1-100-362-2050, out'.de Pennl,lv.nl. .... wSthln 10C81
~rrlSburg '1"''', (717) 7.7-1094, TUDI (7171 772-2152 (Heerlno 1.,.lr" Only).
OLIECTIDMS. My party In lnt.rut not ..U.fl.. with u. ",I"1II...,t, aUOWWIC8 or dl..UCMMnC8 of d.oJotlDnI 01'" .....lIMnt
of tax Clnaludlnl dbCCU'lt 01'" Inbl"'e.t) e. ...., an thl. NoUee _Y objMt ..Ithln .btv (60) dII)'. of neal,t of
thll MoUa byl
.-"l"'ltt~ prot..t to ~ PA o.p.rt..nt of Revenue, Boerd of Appe,I., Dept. 211021, Harrl~rl, PA 17121.1021, OR
.-.INU", to heve the _U.r .t.,..IMd at ~ Mldlt of ~ MCOQlt of the pal"'.0NI1 repr.....taUn, OR
.......1 to the orptw\.' Coul"'t
AIlIlIN-
ISTllATIVt:
CORRECTIONS I FlMltual .rror. dhcoverM on thll ..M......t Ihould be IMtdra.Md In ..rUlna tOI PA DapIIrbMt of A.".,.,.,
BuI"'HU of IndIvIdual Tax.., ATTHI Po.t A.......,t Aavl... trlU, DEPT. 210601, "'rd~r., PA 17121-0601
Phone (717) 717-6505. See p... 5 of the bookl.t Rln.tl"'UCtlon. for Inheritance Tax Aatul"'n for. R..ldant
DacedlntR (REV-ISOI) fol'" ~ .xpl~tlan of ~lnl.tratlv'lY correctabl. .rrol"".
DXscotlfTl
If MY tax due 11 p.ld ..Ithln thr.. (5) calendar Minth. .ft.1'" the dec~t'. death, . flve pare~t (n)
dlaoount of the tax ,.Id II aUC*Id.
POIALTY.
The In tax ....tv non.pal"'tlclp.Uan ,.".ltv I. coaputed an the total of the tax and Int.r..t ..M..ed, and not
peld bafol"" .....ry II, 1996, the flnt dlIy aft.r the and of the tax ..,..tv padod. Thh non."l"'tlolp.Uon
~lty II .....111I1. In thI ... .......1'" and In the the .... tI_ pel"'lod .. you MOUld ....1 the tax ..t Inbr..t
thet hi. bMn ........ .. l"cUClltMl an thh noUCII.
11lTDIEST.
Int.,..t II ch8l"'aed '-lIming ..Ith Unt day of delinquency, 01'" nine (9) Minth. ..t OM (1) day
f~ the data of death, to the date of p.pant. T.... which _... dall".,ant befOl"'1 Janual"')' I, 1912
balir lntll"'..t .t the rate of .b (6%) pal"'e~t pal'" ..-.-- calculated .t . dIIUy rata of .000164.
All tax.. ...Ich bee-. _l1".,.,t on 01'" .ft.1'" .....1"')' 1, I9IZ ..UI beal'" Int.r..t at . I"'It. Nhlch ..111 vary fl"'_
CIIl..1'" Y"I'" to C11land1r yur ..Ith that I"'It. ~ by the Pi Dep'l"'tMnt of R.v..... The ."UCllbI.
Int.,.st I"'1It.. fol'" 1HZ thl"QUlh 1997 '1"'11
~ Inter..t Rat. Dilly Int.ra.t FlMltol'" v... Int.r..t bit. DallY Intlr..t FlMltol'"
l'ez 20X .00054a 1917 fX .000Z47
lfU 10 .000431 1911-1"1 llX .000501
19M llX .000SOl 1"2 fX .OD0247
1915 ISX .OIOS56 1"5-1'" n .000192
1916 lOX .010274 1"5-1"7 fX .000247
....lnt.I"'... 1. calculatad ,. follow.1
llITEREIIT . BALAllCIl OF TAX UNPAID X Il\IIIIlER OF DAYS DELIHQUEIlT X DAILY llITEREIIT FACTOR
._My NoUn 1.1U1d .ft.r the tax ~. dallnquw'lt ..111 raftNt ~ Int.n.t calculation to f1ft~ (15) da,..
bavond the dlt. of the "M.~t. If PQ8Mt .. ..sa .ft.r the Inter..t toIIPUtaUon data IhoNn an U-
Notlea, addltlonal Int'l"'a.t .u.t be calculated.
.
..
CO,,"OWU1II' or Pf~nIVAHI'
DI"_''''"I Of .fVfMJ(
lu.t AU or INDIVIOUAI tut,
otPl.""DI
HAM_I'.uwa, p, 111'.....1
'*
/5. ;''1- II
INFORMATION NOTICE
ANO
TAXPAYER RESPONSE
E
filL! NO. 21 96-0023
ACN 96145040
DATI 09'11-96
I', 1111111" I' 1$,
EST. or FERDINAND KAUFOLD
5.5. NO. 164'18-0399
DATE Of' DEATII 12-31-95
COUNTY CUMBERLAND
TVPE OF ACCOUNT
[] UVINOI
IXl :UlCKINO
LlTIlUST
[J eml' .
JOHN J KAUFOLD
448 PAWNEE DR
MECIIANIC5BURG
PA 17055
RINIT ~AVNINT AND 'ORNI Tal
REGISTER OF WILLS
CUMBERLAND CO COURT 1I0U5F
CARLISLE. PA 11013
HID PENH BANK h.. provided the D.p.rt.."t '11th the l"'ar..tlon 1 ht,d bllow which hu bun u.ed In ulcullUng the
pot,ntlll I.. due. Ihalr recordl Indlcat. that .t the d..th 0' the abovI dlcldant, YOU ...r. I joint own,r/beneflclary of thl, ICCOunt.
If you '..1 thl, Infor..llon I. Incorrect, p..... obt.ln wrlttan corrlctlon 'row the 'In~l.l Institution, attlch . (OP1 to thl, for.
IInd r.turn It to the above .ddr.... 'his account Is tlnbl. In Iccor,1lnu '11th the Irn..rltanCI I.. LIWI 0' the Co..onwullh 0' P.MlYlv.nl..
Que.tlon. ..y b. ~'w.r~ by call1no (717) 187-&327.
COHPLETE PART 1 BELDW . . . SEE REVERSE SIDE FOR FILIIIG AND PAYHENT INSTRUCTIONS
Account No. 4004143 Data 01-01-85
eatablhhad
Account Salanca 5.583.48
P..cant Ta.abla X 16 . 661
Aaount Subjact to Ta. 930 . 60
To. Rata X .15
PotanUol Ta. Dua 139.59
PART TAXPAYER RESPONSE
CUI FAILURE TO RESPOND MILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
A. ~ Th. above Infor.atlon and t.. due I. corr.ct.
~l. You .ay chao.. to re.lt pay.ent to the Reol.t.r of Will. with two cop I.. of thl. notlca to obtain
e dl.count or avoid Int.r..t, or you ..y ch.ck box "A" and return thl. notlc. to the Reol.ter of
Will. and en offlcl.1 ........nt will b. I..u.d by the PA D.p.rt.ent of Revenue.
To In.ure proper credit to your eccount, two
121 copl.. of thh notice ......t eccoapany your
ply.ant to the Ragl.tar of Will.. "ake chack
pay.bl. tOt "Regl.t.r of Will., Agent".
HOTEt If tax p.y.ant. .r. ..d. within thr..
(3) .onth. of the decedant'. d.t. of d.ath,
you ..y daduct . SX dl.count of the tax du..
Any Inherltanca t.. due will beco.. dallnquent
nine (9) aonth. .ft.r tha d.ta of d..th.
[CHECK ]
ONE
BLOCK
ON LV
a. c=J Th. abov. ....t ha. baen or will b. r.ported and ta. paid with the P.nn.ylvanl. Inh.rltanc. Ta. return
to be filed by the deced.nt', r.pr...ntatlv..
C. c:J Th. abov. Infor..tlon I~ncorr.ct and/or dabt' and daductlon. wara paid by yOU.
You au,t co.pl.ta PART l!J and/or PART ~ balow.
If you indicate a diff.~.nt tex ~at., pl.... st.t. your
r.l.tionship to deced.nt:
OFFICIAL USE ONL V 0 AAF
PA DEPARTHENT OF REVENUE
PART
~
TA), P.~.T"!'!'! - rm'''UT1.'!'!!''!
lINE 1. Dot. eatabllahad
2. Account eelanc.
3. Pe~c.nt -Taxabl.
4, AMount Subject to Tax
S. Dabt. and Daductions
6. AMount Taxabl.
7. Tax Rat.
8. Tax Du.
,!,~., O~ .JO:"HT,'TP.!.!~T .".t'~OL!NTS
PI,:
OF
1
2
3
4
5
6
7
8
PART
~
DATE
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIMED
x
X
PAID
PAVEE
OESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.~ on Lin. 5 of Tax Conputation)
!
t
panaltie. of p.rjury, I d.cla~.
the b.st __of ,MY kl'~wJ,.'dSila
~.'.j/
fact. I
hav. ~epo~tad abov.
7/)>
>
ar. tru., correct and
oJ .n - Cr) ;:;' S -
')r"'C-:J - '::! .I
,
, .
OENERAl INFORMATION
I. 'AIlU~1 10 ~II'OHD WILL RUULI tN AN D'flClAl laX USUSN!NI .1'. _"...1.,.10.... ....... 1.'.'..11..
1,,"ltll4 bw the flnMlI.1 InlUtutlon.
10 .nherlt~. ,.. ....... delln4Uent nln, -.nth. ."., ,~ ~C.d~". dl" 01 d.,th,
J. A JII"t ..CItUn' It ,....... IVon thouth thl dlud.,,", "... "'.. ..Idld .. . ..thr II' lotw."I,nu.
4. ...""'" fln,ludln. tho,. held b,t",.,. hut"_ Itnd ..Ih) lIhlr.h thl dlud.,.1 put In Jain' ".... within ani yur ."10' to
...." .r. 'ulh hubl, .1 ".,.,fl,..
I. 'uoun" .,IMllh." Jolntlv b.'....,. hutbMd Met lilli, Hr. Ih." on. 'l'U, prlo' t. duth .r. no' ,..ltbl,.
I. '..oun" Nild b., . dlndent "In 'ruI' fo'" IIMther or ather. .r. hubl, fulh.
REPORTINO INSTRUCTIONS . PART
1
TAXPAVER RESPONSE
.. ILOCr A ~ If the Inlaf..lIon ."., cOIlPUIIUon In tho nolln .r. corr.ct and d,duct Ion. .r. not bll"1 r.l,I..d, placl .,. .....
In blo~k "".. 0' P.,t 1 0' the ""'PIYI' hSPon.... I.cllon. Sign 'M. copl.. and tub." th.. with your ch.ck for the lIItOUnt of
t.. to the A.al,tlr of Will. of the county Indlc.t.d. 'h. PA D.p.rt..nt of A.v.~u. will I,.u. An official .......~t
I'or. ~:V-l'~. [Xl upon r.c.lpt of the r.turn fro. the Algl.t.r of will..
2. ILOCK.' If thl ....t .p.clfl.d on thl, notlc. h.. b..n or will b. r.port.d .nd t.. p.ld with thl P.nn,ylvanla Inh.rltenca
T.. A.turn fllad by the dlc.dent'. r.pr...nt.tlv., pl.c. An "X" In block "I" of P.rt I of the "f..p.y.r A..pon.." ..ctIDn. Ilgn onl
copy and r.turn to the PA D.pert.~t of Rev.nu., BurelU of Indlvldu.1 hn., D.pt :10601, Herrl.burg, PA I7UI'0601 In thl
.nvelop. provldld.
S. BLOCK C . If the not lei lnfor..tlon I. Incorr.ct end/or dlductlon. .r. b.lng cl.l.ld, chick block "C" and co.pllt. P.rt. l and S
_..".wlll. ... ;t.... h..t.....;.!..;;. 10.;.... ::.:. t.~ ....,.1.,1 001,"; ..~:~ ~l.",.. ..:~i '\"0' ..i...... :... .1.... .__,~ .... ,... .......,:.. 0" .... R..l.~..
0' Will, of the county Indlc.t.d. Th. PA D.p.rt..nt of R.v.nul will I..u. an offlcl.l ........nt (for. AEV-IS41 EX>> upon r,cllpt
0' the r.turn 'rOl the A.glttar 0' Will..
TAX RETURN - PART 2
TAX COMPUTATION
LINE
1. Ent.r the dati thl account orlglnallv wa. ..tabll.h.d or tltl.d In the ..nn.r ..I.tlng It data ~h.. :rJ
NOTE. for a d.c.d.nt dying .'tar 1ll1ZllZ1 Account. which thl dlc.dlnt put In Joint n.... wlthln:o~ 11) yesr of d'lt~,"1
t..lbll 'ully .. tran.f.r.. How.v.r, th.rl I. an ..clu.lon not to ..c..d 'S,OOO p.r tran.,.r.. r.gatdl... o'tha vllut of
the .ccount or the nuab.r 0' account. h.ld.
If a double a.t.rl.k I..) app.ar. b.for. your flr.t n..a In tha addr... portion of thl. not lea, the tJiOOO ..clu.lon
.Ir.ady h.. hlen deduct.d frol thl accou,t balanc. .. r.port.d by the financial Institution. -cJ
Z. Ent.r thl tot.1 b.lanc. of the .ccount InCluding Int.r..t accruld to thl data of d..th.
5. The p.rc.nt 0' thl account th.t I, te.abll for .ach .urvlvor Is d.t.r.lnld e. follow'l
A. The percent t..abl. for Joint ....ts ..tablllhad sor. than ani y..r prior to the d.c.d.nt's de.thl
N
W
1 DIVIDED IY TOTAL HOHIEA OF
JOINT OWNEAS
Ex..,lel A Joint ....t reglst.r.d
DIVIDED IY
TOTAL NUttBER OF
SURVIVING JOINT OWNERS
the d.c.d.nt and two oth.r p.r.on..
X 100 . PERCENT'TAXAILE
,:',
In the na.. of
- '
. .
.'
:::-:
-J
I DIVIDED IY 3 (JOINT OWNERS) DIVIDED IY Z (SURVIVORS) . .167 X 100 . 16.7~ (TAXABLE FDR EACH SURVIVOR)
B. ThI p.rcant taxabl. for ....t. cr.at.d within one y.ar of the dlc.d.nt.. d.ath or account. owned by thl datldent but held
In tru.t for enother Indlvldu.l(s) (tru.t b.neflelerl")1
I DIVIDED IY TOTAL NUMBER DF SURVIVINC JOINT
OWNEAS OR TRUST BENEfiCIARIES
X 100 . PERCENT TAXABLE
E.lapl.l Joint account r.glst.red In thl na.. 0' the d.c.d.nt and two oth.r p.r.on. and ..tabll.h.d within on. y..r of dlath by
thl d.c.dant.
1 DIVIDED IV Z (SURVIVDRS) . .SO X 100 . 50~ (TAXAILE fOR EACH SURVIVOA)
4. ThI .aount ,ubJ.ct to tax (lln. 4) Is d.t.r.ln.d by .ultlplYlng the account balance (1In. ZI by the p.rc.nt t.Mabl. (llnl 1).
5. Ent.r the totel of the d.hts an~ d.ductlon. II.t.d In Part S.
6. ThI .IN)unt tlMabl. Clln. It) It d.tar.ln.d by .ubtr.ctlng the d.bts and dldu::tlon. Uln. S) 'rol the a.ount ,whct to t.. 111n. 4),
7. Ent.r thl .pproprl.te t.. rata (lint 7) a. d.t.r.ln.d b.low.
A. For d.t.. 0' d..th occurring a't.r 6/50/94, the ta. rat.. for transf.rs to spou... ar. a. follows:
1. Dltl' 0' d..th on or aft.r 7/1/94 and b.for. 1/1/95 thl rat. 1. S~.
Z. Dlt.. o"d..th on or aft.r 1/1/95 tran,f.r. to .pou... will b. ta..d et O~ tax rat..
Hot'l for d.t.s of d..th prior to 7/1/94 tran.flr. to .pou..s ar. te.abl. at 6~.
I. Tran.'.r. to Ilnt.1 d..cendant. Including f.th.r, loth.r, .on, daughtlr, grandchlldr.n, ,on-In-I.w,
daught.r-ln.I.., .t.pchlld and th.lr I..u. ar. ta.abl. at sl. p.rcent (6XI.
C. Tran.'.r. to all oth.rs InCluding brothlr, .I.t.r, unci., aunt, n.ph.w and nl.c. ar. ta.able at fl't..n p.rc.nt (IS~I.
D. If you chang. the tl. rat., pi.... ,plclfy your r.latlon'hlp to the d.c.d.nt In the ar.a provld.d.
8. ThI eaount of t.. due Illn. II I. d.t.r.ln.d by MUltiplying the a.ount t...bl. tllnl 61 by the ta. rat. (lln. 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allow.bll d.bt. and d.ductlon. ar. d.t.r.lnld .. follow'l
A. You Ilallly .r. r..pon.lbl. for p.y..nt, or the ..tat. ,ubj.ct to ldal"l.tratlo" by a p.r'onal r.pre,.ntatlv. I. In.ufflcl.nt
to p.y the d.ductlbl. It....
I. You .ctually paid the d.bt. aft.r d..th of the d.c.d.nt and c.n furnl.h proof of p.y..nt.
C. D.bt. being cl.l.ld au.t b. It..lz.d 'ully In Part 1. I' additional SplCI I. n..d.d, u,a plein pap.r B l/Z~ . II~. Proof of
pa,.ant ..y bl r.qu.st.d by the PA D.part.ant of R.vlnue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION DR ASSISTANCE, CONTACT ANV
REGISTER OF WIllS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
DR CAll THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY)
, "
COMfQM:&UH Of' Pl....VlYANla
DlPUU.Nf Of 'IYfNlJ(
lUlfAU or IHDIVIDUAl ,aMrl
DO'. "....
HAlRlllo.a, PI 1I11......
c
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 96-0023
ACN 96145039
DAT! 09-17-96
11f.lhllll" .,-"'
EST. OF FERDINAND KAUFOLD
S.S. NO. 164-18-0399
DATE OF DEATH 12-31-95
COUNTY CUMBERLAND
TVPE OF ACCDUNT
o SAVINas
IX] CHECKING
o TRu,r
o CE~n' .
JAMES F KAUFOLD
7 KIH ACRES DR
HECHANICSBURG PA 17055
REMIT PAYMENT AND FORMS Ta,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HID PENN BANK h.. provldld thl D.p.rt..nt '11th thl 1nlor"UDR 1 hhd below which h.. b..n uud In ulcullUng thl
potant..i tl. due. Thll, rlcord. Indlce'. thlt It thl d..th of thl abovI dlcldlnt, you ...,. I Joint owner/beneflel,ry of thl, lecount.
If you f..l thl, Inlor..tlon I. Incorrect, pl.... obleln ..rltt.n corr.ctlon frOI thl fln~cl.l In.tltutlon. 'ttlch . copy to thll f~r.
~ nturn It to tM IboVI IIddr.... thlt ICCO\.rlt It 'nabl_ In Iccordanc:. '11th thl Inh,rltenu Tall L.... of tM Co..onw..1th 0' PeMulvenle,
au..Uon. ..y bl lIn.liM,.d by n111ng (717) 717-1.;':...
COMPLETE PART 1 BELOW . . . SEE
Account No. 4004743 Dote
E.t.blhhod
REVERSE SIDE FOR
01-01-85
FILING AND PAVMENT INSTRUCTIONS
Account Bolonco 5.583.48
Porcant Tuoblo X 16 . 667
Aoaunt Subjoct to To. 930.60
To. Rot. X .15
Potontlol To. Duo 139.59
PART TAXPAYER RESPONSE
CUI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE
A. ~ The above Inforeatlon and t.. due I. correct.
~. You .ay choo.. to r.alt p.y..nt to the R.gl.ter 0' Will. with two caple. of thl. notlc. to obtain
a dl.count or avoid Intar..t, or you ..y check bo. "A" and raturn this notlca to the Register 0'
Wills and an official ........nt will b. I..u.d by the PA D.p.rt.ent 0' Revenue.
To In.ura prop.r credit to your account, two
fl) copl.s of thl. notlca au.t .ccoapany your
pay.ent to tha Ragl.tar of will.. ""a check
PIYlbla to; "Rlgl.tar of Wills, Agant".
HOTEl If ta. p.y.ants arl lad. within thr.a
(J) aonth. of tha dacadant'. date of d.ath,
you ..y deduct . S~ dl.count 0' thl t,. due.
Any InharltllnCl t.. dua will bacola d.llnquant
nlnl (,) 80nths aftar tha dlta of d..th.
[CHECK ]
ONE
BLOCK
ONLY
s. c:J Tha above ....t h.. baen or will bl raportld snd t.. plld with thl Pann.ylvanl. tnherltllf1ca Ta. raturn
to ba '1lad by thl dac.dant'. rapra.antltlvl.
C. c:J Thl .bov. Infor..tlon I~ncorract .nd/or d.bts .nd d.ductlon. wlra paid by you.
You au.t co~lata PART L!J and/or PARr ~ balow.
If you indicate a diffarant tax rate, pia... .tata your
ral.tionship to dacadant:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX RETUnr: . COt1PU'rAT::r:
lINE 1. Doto Eltoblllhod
2. Account aalance
5. Percent Taxable
4. AMount Subject to Tax
5. Debts end Deductions
6. A.ount Taxabla
7. Tax Rata
8. Tax Due
or TAX ON JOINT/T~~ST ACCOUNTS
1
2
3
4
5
6
7 X
8
X
rAil
1
2
3
4
5
6
7
8
AND DEDUCTIONS CLAIMED
PART
[!]
DATE
DEBTS
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Lina 5 of Tftx Co.putation)
.
perjury, I declara that the fact.
.Y knoNledga nd belief.
I hava reported above are tr~e, corre~and
HOME (7/7) 7L,~.-?7J ~
WORK ( ) /V
DATE
..
.
OENERAL INFORMATION
1. 'AILURI TO RUrOHO WILL RUUlT IN AN D"IClAl TAX ASSESS"ENT .lIh ...11...1. In""" b.... on Inlo,..\I""
I"-IU... bW the IInMCI.1 Inltltutlon.
II Inherltln4' t.~ bet.... d.ll~t nine ~'h. .t"r the ~c.den'". d.I, af d..th.
J. , Joint "'OW1t I. ,....... .lIwt thouth the decedent', "... .... ~ II . ..tt., .f connnl.nu.
4. 'ccOl.f'lh IlnduelAntI tho.. held betWMl"l hu.blnd Md Ifl',. which the decedent put In Joint ".... ..Ithln one ...., ..,la, I,
...th .n 'ulh ".lbl. II ',en,f,r.,
I. Account. ,,''''II~ Jolntlv between hu,bend 1M ..I., ~r. then one V'" prior to d..lh .r. not '.....1..
6. Account. held by . deC~t ~I" .rut' fo,. ~'he, or other. Ir' "Ilbl. fully.
REPORTINO INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. IlOCI A . .f the In'.r"llon end co.put.tlon In the not Ie. Ir. cor,.et end deduction, Ir. not being cl.I.,d, pile. en .X.
In blo:k .,. 01 P"t I of thl -y..p.YI' ..,pon.," ..ellon. Sign two copl.. and tub.lt Ih.. with your chick 'or the ...unt of
"x to ttoe R.ght.r of Will. of the county IncUnt.d. th. PA D.p.rt'Mt of hnnu. will luu. M oHlel.1 ..........t
Cfor. REV~IS'I EXI upon r.e.lpt of t~ r.turn fro. th. R.gl.tlr 0' Willi.
2. aLoe... 11 tM ....t .p.clfl.d on thlt notlc. h.. b..n or will b. rlport.d and t.. p.ld with th. P.nn.ylnnl. IntMrltenc.
T.x A.turn 4111d by t~ d.e.dlnt'l r.prl'lnt.tl~., pl.el M ~X~ In block ~I~ of P.rt I 0' th. "',.p'Ylr AI'pon..~ 'letIDn. SIIft one
copy Ind r.turn to thl PA D.p.rt..nt of R.~.nu', lurllU of Indl~ldu.1 ,...., D.pt Z10601, H.rrl.burg, PA 17IZI-0'01 In th.
~'Iop. provided.
S. ILOCK C ~ If the notle. In'or..tlon I. Incorrect and/or deduction, .r. b.lng cl,I..d, chick block "C" .nd cOlpllt. P.rt. Z snd J
...~.....1"" l.. U... ih.~,_~l...... l...i..... 3i.,.. ~... ..u..;.. ..,,, .......il ~i."'. .il:t '100", ..I_i. IUI h.. _wur.. loll,." ....,.,1. hi VMI .,gl.,lr
0' Will, 0' thl county Indlc.tad. 'h. PA D.p.rt.ent of A.v.nu. ..Ill I..ue an o"lcl.1 1,.I..alftt (For. REV.IS'I EXI upon r.ellpt
0' thl ,.turn frol thl Reaht.r of WUlI.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Ent"
HOtE.
thl d.t. thl account orlalnally .... ..ttbll.h.d or tltlld In thl .ann.r ..I.tlna .t d.t. 0' de.th.
for. decldent dying .ft., Il112/82. Account. which thl dlc.d.nt put In Joint n.... ..I thin on. II) Yllr 0' d..th .r.
".lbla fulh .. tranlf".. HovI".r. thl,. II In ..cluslon not to ,.clld U,OOO p" trM,f,," "gltdla.. of thl ".Ius of
thl eceount 0' th. nuablr 0' lecount. h.ld.
()O
If . doubla .,t.rllk I..) app.lr. b.for. your 'Ir.t n"1 In thl .ddr... portion 0' thl. ndtli.:
alr.IdY has b,M daductld 'ro. th. .ceount b.lenca I' r.port.d by th. 'Inanclal Institution.
. -,
thl l.jOOO ..ol~
,
Z. Ent.r the totll bllenc. of the account Including Int.rl.t Iccru.d to thl d.t. 0' d..th.
S. The PlrcMt of thl account th.t I. t..lbl. for ..ch .uryl".r I. dlt.r.lnad .. folio....
A. ThlI plresnt t.....I. for Joint ....t. ..tlblhned ..,. th." one Yllr prior to thl d.cedent', dI.thl
1 DIVIDED IY TOtal tutlER OF DIVIDED IV
JOINT OWNERS
[X-.plll A Joint ....t r.gl.t.r.d In th. n... of
TOtaL fU(1[R OF X 100 . PERCENT tAXAllE
SURYIVIHC JOINT OWNERS
th. d.c.d.nt .nd t..o oth., Plr.on..
<,'
.,1
"
N
W
I DIVIDED IY S (JOINT OWNERS) DIVIDED IV 2 ISURVIVORS) . .161 X 100 . 16.7X ITaXAllE FOR EACH SUAV1vORI
"
I. ThI parcent t.xabl. 'or .,..t. cr.ltld ..I thin ~ YI.r 0' the dlc.dant', d.lth or .ccount. o;n.d"bY th,~~,c'dent but held
In trUlt for MOther Indl"lctuaU.) Itru.t b.".flchrl..J. -.;
I DIVIDED IY TOTAL ~IEA or SURVIVINQ JOINT X 100 . PERCENT 'AXAILE
OWNERS DA TRUST BENEfICIARIES
EXelpl.. Joint Iceount r.al,t.r.d In the n... 0' the d.e.d.nt and tNO oth.r Plrson. and ..t.bll.h.d within on. y..r ., dl.th by
the d.cldan t .
I DIVIDED IV l ISURVIVORS) . .50 X 100 . 50~ ITAXAILE FDA EACH SURVIVORJ
4. ThtI.-GUnt ...aJad to tIM Cline 4) It dlt.,.lnad by INltlplylna the account b.lanc:. Clln. Z) by thl p.,c.nt te.lbl. IlIn. SJ.
S. Ente, the tot.1 of th. d.bts MMt dlduetlon. Iilt.d In Pert S.
6. ThI aeount t.xlbl. Illne 6) I. d.tlr.lnad by .ubtrectlna thl d.bt. and d.duetlon. Illn. S) 'ro. thl I.aunt 'ubJ.ct to t.. (lln. 4).
7. Ent.r ~ approprlltl t.x rlt. Illne 7) I' d.t.relned b.low.
A. for dlt.. 0' de.th occurrlna a,t.r 6/S0/94, thl t,. r.t.. for tran".r. to .pou... .r. .. '0110...1
1. D.t.. of de.th on or .ft.r 7/1/" and b.for. 1/1/95 the r.t. I. S~.
l. D.t.. of d..th on or .ft.r 1/1/95 tran.flr. to ,pou..s will b. tl.ld .t OX t.. r.t..
Not., For dati' of d..th prior to 7/1/94 tran.f.r. to .pou... .r. t..lbl. .t 6~.
I. TrM.f.,. to IIna.1 duc.ndenh Including ,.th." .oth." .on, daughtlt, grandChildren, .on-In.la..,
dlUlht.r-ln-lew, .tepchlld Ind thllr I.sus .t. t..lbl. .t .Ix Plrc.nt (6X).
C. Tran.f." to .11 othl,. Including brother, .lthr, unel., aunt, nlph... and nl.e. .r. t...bl. It flftlln pltc.nt ClS:U.
D. If you changl th. t.. r.t., pl.... ,p,clfy your r.l.tlon.hlp to thl dlc.dlnt In the .r.. pro"ldld.
e. ThI nount of tu dUI Cline 8) h d.t.reln.d by .ultlplYlng the 'IOUnt t..lbll (11M 61 by the t.. rete Clln. 71.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowlbl. d.bt, and d.ductlon. .r. d.t.r.lnad .s folio....
A. You l.g.lly It. rl.pan.lbl. for ply..nt, or the .,t.t. .ubJICt to ad.lnlltr.tl.n by a p.r.on.1 rapr.o.nt.tl". I. In.uf'lclant
to p.y the dlductlbl. It....
I. You Ictu.lly Plld th. d.bt, .ft.r dl.th 0' the d.cadent end can furnish proof of ply.ent.
C. Debt. bllna cl.11Id IN.t b. It..lz.d fully In P.rt S. I' addltlon.1 'p,c, I, n..dld, us. pl.ln p.p.r . 1/2" . II". Proof of
p.~t '.y bI r'quI,tad by thl PA D.p.rtllnt ., a.".nus.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFDRMATION 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. TOO' (717) 772-2252 (HEARINO IMPAIRED ONLY)
-
e
..;
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent I
FERDINAND G. KAUFOLD
Date of Deathl DECEMBER 31. 199~
Will No.
1996-00011
Admin. No. 2196-0023
purauant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estate I
1. State whether administration of the estate is complete I
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
:::::' ,:~:,:rPhan.' Coor' and .~i{~ rapor'.
.JAMES F. KAUFOLD
Name (Please type or print)
.."
7 KIM ACRES DR.. MECHANICSBURG, PA 17055
Address
r:
(717 I 766-8756
Tel. No.
L~'
.
, -i ~- ~
.." I
Capacity: X
Personal Representative
Counsel for personal
representative
(HAHlrmf/AM3)