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Home My WebLink About96-00325 ;, 1~~~::~, I."~.: ~I ll~': , +~:', . .":: . ' ~~~~';';.. . .\!-"':"".I'1 ~"",. , !~~" ,\': " ot~~{" . J;;-::~) . o Z ..... o CD ... a ... VI LLI ~ .......... . , COHHONWUl1U OF rENNSnVANIA DEPARTHENt OF REVENUE BUREAU OF INDIVIDUAL TAKES DEPt. 180bOl UARRISI'URG, PA l11la-ObOl *\ Ilt-a.s It ,,'11.'\1 \ '\. '/ INFORMATION NOTICE AND TAXPAYER RESPONSE ND. 21,- q~ - J~' 96112424 D4-15-96 . , FILE ACN DATE TVPE DF ACCOUNT EST, OF PHILIP M CATALAND nSAVINGS S,S, ND. 847-00-6476 XlCNECKING DATE OF DEATH 01-0B-96 0 TRUST CDUNTY CUMBERLAND 0 CERTlF. REHIT PAVHENT AND FoRHS TO. REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 MARV CAT ALAND RR 3 BDX 268 DALTDN PA 18414 PIONEER f,HERICAN BANK h" p,ovld.d t". D.p.,t..nt .lth tho In.o,..tlon II.Ud o.lov vhlch h.. oun und In colculotln. tho pot.ntl.1 t., du.. Ih.I, ,.co,d. Indlc.t. th.t .t tho d..th o. the noov. d.c.d.nt, ,ou v.,. . Joint ovn.,/o.n..lcl." o. thl. .ccount. I' 'ou ...1 thl. In'o,..tlon I. Inco".ct, pl.... oot.ln .,Itt.n co".ctlon "0. tho .In.ncl.1 In.tltutlon. .tt.ch . cop, to thl. '0'. .nd ,.tu,n It to tho .oov. .dd'.... ,,,1. .ccount I. t.,.ol. In .cco,d.nc. .Ith tho lnh.,lt.n'. I., ,... o. 'ho eo..on,.."h o. p.nn.,lv.nl.. aU.ltions .ay b' ,.,,,swer.d by c"lIlng (111) 7a7-UZ1. CDMPLET ~ PAR'r 1 lot-LUll M . . S:iE k:.VLkSt. SlllE ~\J'; F lLLN" AliiJ F",;.a,NT :iNi>Tr,Ul. rIClliS - Account No. 94001079 Dat. Established 03-24-B3 To insure proper crodit to your account. two (2) copl.1 of this not Ie. .ust acco.pany your pay..nt to the Reglst.r of wills. Mak. ch.ck payable to: "R.glst.r of wills, Agent". PART IT] 2,212,19 16.667 368.71 .06 22.12 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE Account Balanc. Percent Taxable A.ount Subject to Tax Rate potential Tax Due HaTE: If ta. pay.ents are .ad. wllhln thr.' (1) .0nthS of Ih. dlcldont's date of d.alh, yOU .ay dlduct a ~~ discount of the ta. dUI. Any lnh.rltanc. ta. dUI will beeo.e dllinqulnt nine (9) ~onlhs aft.r the dati of d.alh. x la. x A. c=J Th. above lnfor.ation and ta. dUI ls eorr.et. I. 'ou .., c"oo.. to ,..It p.,..nt to tho ...I.t., o. wil,. .Ith t.o COP I.. d. thl. not Ie. to oot.ln . dl.count 0' .vold Int.,..t, 0' 'ou .., ch.c, 00' "." .nd ,.tu,n 'hi. not Ie. to tho ...I.t.' of willi and an official asslss.ent will bl lssuld by thl PA DIParl.lnt of RlvenUI. [CHECK ] ONE BLDCK ONLY ., c:J Ih. .oov. ....t h.' o..n 0' .111 o. ,.po,t.d .nd t., p.ld .Ith 'h. p.nn.,lv.nl. Inh.,lt.nc. I., ,.tu,n to bl fllld by Ihl dllcldent's rlprulntatlvl. C. c=J Thll abovl lnfor.ation is Incorrect Dnd/or dlbts and deductions werl paid by you. You .ust co.pllt. PART 0 and/or PAIn 0 bllow. If yOU indicate a different tax rat., please state your relationship to decedent: OFFICIAL USE ONLY 0 AAF PA DEllaTMENT OF RE~UE ~_~). ~ ;Z; _~_--~.o--._-- t' , ...-.. . :=0 ' ,~ ::U ~~ PART ~ TAX RETURN . COMPUTATIDN DF TAX ON JOINT/TRUST ACCOUNTS LTHF 1. Dr-tIS E:d:~~lI!:h=" 1_.- ---.- ,--.-- --.-' 2. Account Balance 2 3. Percent TaxablB 3 X 4. A.ount SUbject to Tax 4 S. Debts and Deductions 5 6. A~ount Taxable & 7. Tax Rat. 7 X 8. Tax Due 8 PAD 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIDNS CLAIMED -' ('-, J _:,,:l; ) 31 :~'O ''''' tI> -n[ 0 .).1' ._~ ..,. PART ~ DATE PAVEE DESCRIPTION AMOUNT PAID PAID I I I I TOTAL (Enter on tIne 5 of Tax Co~putetlon' I $ Under penalties of perjury, I declare that the facts I complete to the best of my knowledge and belief. t)")'.7. ','-. {' to -(., L. .". fAXPAV~ SIGNATURE haye reported aboY. are true, correct and HDME (,." '1) .., ,;..j ! C / <:;- WORK () Ii - /<; TELEPHDNE NUMBER I DATE I)l .. "..". " n"- .." ."",, " " ,,""~ ". .~.~.,," . ". .. ",.,. ,.w." .... · ,.'" _". lub.u,ad bY \1,' Un.nellll In.tltu\,on. Z' Inn.,I..ne. ... b.eo." d.lln.u.n' nln' ..n,n. ...., ,". d.c.d.n." d'" o. d"'"' S. . join' .eeoun' I. .....1. .u.n ."ou." ,". d.e.d.n'" n." ... .dd.d .. . ..,.., 01 c.nu.nl.nc., .. .,~.. "...'. ..., ,.,. ..... .... .. .,... .'. ". -..... -' ,. ..,.. .... .".,. .. ... ."., ,. d.ath ar. fullY ,a.able a. trRn1f.r.. ,. ",.... ..,..,.., ."..,. -"" .... .. ..,. ." ... .. .-' .',.' .. "." ., .' ,...,. 6, .ccounts ".Id b. . doc.d.n' .In "US' 10" .no'"'' 0' 0'"'" ". ,...bl. 'ull.' GENER~L INFORM~TIDN REPORTING INSTRUCTIONS - p~RT 1 _ T~Xp~VER RESPONSE ,. ~~...,.. ,.,.,..,. ., -."". ,. .,. ..." ." ..,.,. .. ...,.,.. .. .' .'. ,..,.., .,.,. . ~ ",.... ..- ., .., . " .. ....-' ........ --".' ... ,., ,,,,.. .' -" ,.. .,..- ,.... ... .. -. .. ... ., .. ..."'" ., ...,. ., .. ~.. ,.".... '." .-..... .. .~ .,.. ,.... . ...",.. .....~. (Fo" REV. I'" E" upon ,.e.lp' .1 ,". ,..u,n "0' ,". ,..1"" 01 Will', .. ~~.."." ..... '""" ,. . . ,. ..",. ,.. ... . .", .. ..."" .. ." .'" . '" .. ....".... ... "... ." ..... .". .. ... ..,..." ,..,......,.., ...,. . ~ ,. ".' ..' .. .... . .' .,. ......... ..-..' ....,.. "... ,.. .. ,...,. .. ... ., -.,.... .. .~, .". .. ,..,.,,,., ....., .... ......, ..',..... .. ........., ,. ... envelOP' provided. ,. ..~...... ...,.. ",.,..,. ,. ,....... ...,., .."'.,.. .,. ..,. .,.,.., ."" ".' ~ .. ...,... .... . .. , ......,.. .. .. '."."" -'.' ".'. ..'" .. ...,. .. .,., ..' ..... .., ,.. """ .' ... ..." .. .. ~,.... ., ..,.. .. .. ..... ,,,,..... '." ....,.... .' ..... .,., ,... . ...",.. ......... ,.." .,..,,,. ... .. ,..... cf ~~.: l"at'Jrl'l ':,,:1= ~~.:. ~:.~:~:r :' "~n:. z _ T~X COMPUT~TIDN T~X RETURN - p~RT llHE .. ....,.. .... .. .-' ."....... .,. .....,..... ., .,.,.. " .. -, ..,.,... .. .... .. ..,.,. -'" ..,. ....... ..,~ ...~ ...,..... ~...... ,,'~ .~ .......~. ,. ~,.. ~ ...... .. ... .-' ., ..... .,. .-".. ..... .. ......". -" ....' ,. . ...,.... .., .. ~... ..,'" .' ........ . ~.....~ .' .. ..- .. the account or the "ueber of accounts held. .. . ....,. ...,... ,... ~...,. ....,. ..' ..,.. ... ., .. ....... ..,.,. .. .,.. ..,.., ... ..,'" ~....,. .1'...' ".. b..n ..due". "0' .". .eeoun' b.l.ne. .. ,.po"'. b. ,". Iln.ne,.1 In.'I,u'lon, Z, En'" .". '0101 b.Unco o. ,". .ccoun' Ineludln. In'''''' .e"u,. '0 ,". .... 01 d.""' S, ,". p.,e.n' of ,". .ecoun' ,"., I. .....1' fo' ..eh .u,ulu.' I. d...,.ln.. .. foliO'" .. ,". ..,e.n' ,...bl. fo' join' ...... .....11.".. .0" ."on on. .'" p,lo, '0 .". d.e.d.n." d"'": 'D,.L HUH.ER OF X 10' . PERtEHS '....LE SUR~lVIHG JotNt OWNERS the docedont end t~o other persons. OllJIDEO r.V TOTAl HUHaER OF DIVIDED "V JOtNT OWNERS E...pl': . join' ...., ,..1""'. In .". n". 01 Ib.7Z (tAXa.!LE rDR EAtH SURVIVOR} .. ... ..,... ....... .., ...... .,..... ...". .. .'" .' .,. ........'. .... ., ....... ~ .. .. ........ .' .." In .'u.. .., .no'"" In.IVI...I(.1 (.'u.. b.n.llel.,I.'" I DIVIDED" S (JDIHS DWHERS' DIVIDED" Z <SURVIVeRS) . .167 · 10' I DIVIDED" IDS.L HUH'ER Of SURVIVIHG JDIH' OWNERS OR TRUSt BENEfICIARIES )( \00 . PERCENT U)(Ul[ ,...,., ,..,. ....... ,......,.. ., ." ..... ... ...... .. ... ....' ..,... ... ......,... .,.,.. .' ,.. .. ..,.. .. the docedont. I DIVIDED" Z <SURVtVDR" . ... . I" . 'OX "....LE FOR ..eH SURVIVOR) .. ... -. ... ..' .. .., ,,'-" ,. ...,,,.. .. -' ......~ .~ ...-. .. .." . "oo .. .. ... ..... ...... ",. .. ,. En'" ,h. ..101 o. ,". d.bll .n. d.dUC.I.n. Il...d In .." S. .. .., -. ....... ...- .. .. .......-... .......,,~ .. ..." .. .... "., ".- .. ... ... -. ....". .. .., ",. ... 7, En'" ,". ...,0p,I... ... ,... (1In. 71 .. d...,.ln.. b.lo" .. Fo' d.,.. o' d."" oeeu"ln. .1'" ."./.., ,". ,.. ,.,.. '0' .,.n.I." '0 .pou'.' .,. .. '0110": I, D.'.' o. ...." on 0' .,.., 7'1'" .nd b.IO,' .'1/" .". ,... I. SX. Z' D.'.' 01 ...." on 0' .f'.' 1'1'" .,.n."" '0 ,pou,.' .111 b' ,.... ., OX ,.. ,.,,, Ho'.' Fo' d".' of ...." p,I., '0 7'1'" .,.n."" '0 .oou... .,. .....1. ., .X, .. "on.f."'o Iln..1 d..c.nd.n.. Inelu.ln. ..,"." .0'"." .on, d'u'"'." .,.nde"'I.,.n. .0n-In.I... ..u."....ln.I... .,..c"lI. .nd ,".1' Inu. ... ....bl' ., .1. ."c.n' (.Xl. .. .,.....,... .,. .... ,.,~,., .,....., ....'" -'" ...., ..... ., .,.., .,. ...... .. .,.... ...... ,.,.. 0, If ..u e"an.. ,". ... ,.,., .1.... .p.el" vou' ,.I..I.n."IP '0 ,". d.e.d.n' In ,". .,.. p,ovld'.' .. .. -. .. ... ". ".. .. .. ...~. ,.. .. -' "...... .. """ ....... ",- .. .. .. .., ,,,, . ,,- ... CL~IMED DEDUCTIONS - p~RT 3 DEBTS ~ND DEDUCTIDNS CL~IMED .. .. ,....., .. ,.....,... .., ......, ., .. ...... ...... .. ...,.,..,.... .. . ....... ,..,......,. ,. ,......,.. to paY the doductlb18 It.... ., Vou .e,u.ll. p.ld ,". d.b" .1'.' d."" of ,,,. d.e...n' .n. c.n lu,nl'" p"o' of p....n'. .. ...... ,. ". ,.. ." .. ........ ..,.. ",... ,. "..... ,... ..... .. ..-. .. ". ,. ....' . ...' . ,,'. "~.,, p....n' ... b' ,..u..... bY'". .. D.p.,...n' o. ,.u.nu.. .llo..bl. d'." .nd ...ue,"on. .,. d.,.,.ln.. .. 10110'" T~XPAVER ~SSIST~NCE IF YOU NEED FURTHER INFORM~TION OR ~SSIST~NCE, CONTACT ~NV REGISTER OF WILLS. P~ DEP~RTMENT OF REVENUE DISTRICT OFFICE " "ce '" "RE'" Of ",IV"U" ,,"', """" tHQUI" UNIT tH H"""U" 'T ,T17' 7.7.."T. T'" '717' 77""" 'H".,H' 'H""" ,H'V' CO~"'NWrAlTH or PlNNSVlVANIA D[PARr~[NT or RlV(HU[ BUR[AU or INDiviDUAL TA_lS D[PT. ,aOIiOI t1ARRISIURG, PA Hue-ObOI *i 11'-lhIU 11I1I-'" i /~) '/ ~,'- '/ INFORMATION NOTICE AND TAXPAYER RESPONSE -L- -, ,] '- - .~)l7\'J - FILE ACN DATE NO.21 . '/(" 96112425 04-15-96 TYPE DF ACCDUNT o SAVINGS !Xl CHECKING o TRUST o CERTIF. TO: EST. OF PHILIP M CATALAND 5,5, NO. 847-00-6476 DATE OF DEATH 01-08-96 COUNTY CUMBERLAND ROBERT M CATALANO RR 3 BDX 26B DALTDN PA 18414 REHIT PAYHENT AND FORHS REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE, PA 17013 PIONEER AHERICAN BANK has provided the Depftrt.ent wllh the Infor.allon listed b.low which hIlS b..n used In calculating the potential taM due. Their record' Indicate that al Ihe d.ath of the above decedent, you were a joint owner/beneficiary of Ihl, account. If you f..l Ihh Infor.allon It Incorrect. please obtain written correction froll lhe financial In.tltutlon, attach I!I COPY to Ihls for. and r.turn it to the above addre... This account It taxable In accordance wUh the Inheritance 18. Inw. of the Co..onwealth of Pennsylvania. Questlont .ay b. answ.red by calling 1117) 1al.al,7. CDr1PLETE PAR r 1 1l":"C,W .. II II ~i::1:. IlEUL'C:>L SIIlt: r DIl l'ILIII" Ai;:; I'f,YMI::tI'i IN:;TRUCfL:ll'lS Account No. 94001079 Oat. Esbbllshed 03-24-B3 To inlure prop.r credit 10 your account, two Il) caple. of this notice .ust occoopany your payllent to Iho Regisl~r of Ullll. Make check payable to: "Reglsler of Wills. Agent". PART [!] 2,212,19 16.667 36B.71 ,15 55.31 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE Account Balance Percent T.M.ble Anount Subject to T8)( Rate Pot.ntial Ta)( Du. K NOTE: If tall pay..nts are lIade within three (1) .onlhs of the decedent" date of death. you .ay deduct a !o;: discount of the tax due. Any inher Itnnce tIIl1 dUll wi 11 boco.e doUnquent nine (If) 1I0nthl after Ihe date of death. Tox K .. I Tho above Infor~allon and tax due Is corroct. '). You .ay choos. to rll.it payeent to the RlIglster of wills with two copIes of thlt notice to oblaln II discount or avoid inlerest. or you .IIY checlt bOI( MAM and roturn this notice to the R.glster of Wills and an official assesso.nt will be Issued by the PA DlIpart.ent of RlIvenu.. [CHECK ] DNE BLDCK ONLY a. ~ The above asset has b.en or will bo r.ported IInd ta. paid wllh the Pennsylvania Inh.ritancll lax return to be filed by the declIdontts reprosentatlvlI. C. r=J The above infor.atlon Is incQrrect and/or dllbt' ond dllductlons were P81d by you. You .ust co.pletll PART ~ and/or PART ~ below. If you indicate a different tax rate, pl.ase stat. your relationship to decedent: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART ~ TAX RETURN - COMPUTATIDN LINE 1. OD~C Est~~)i$hcd 2. Account Balance 3, Percent Taxable 4. Anount Subject to Tax 5. Debts end Deductions 6. Anount Taxable 7. Ta)( Rde 8. Tax Due DF TAX DN JDINT/TRUST ACCDUNTS 1____ _____ __,,_ __u.__ 2 3 X 4 5 & 7 X 8 PAD 1 2 3 4 5 6 7 6 CLAIMED \,,\.J ,..- -~~ W, -..... ~./ Q ~ ' - t,', I ,'- Uo' - :;> \U '.iJ 0 ~ AMOUNT PAID '" or , .; .- PART [!] DATE DEBTS AND DEDUCTIDNS PAID PAYEE DESCRIPTIDN I I I I TOTAL IEnter on Lin. 5 of Tax Co~putatlon) s Under penal tie. of perjury, I declare that the facts I c,.~pl:tn t~O threttr!.f ny. knowledge and belIef. V (}..)"'-\ M \0\,\1--. TAXPAYER SIGN lURE heve reported aboye ar. true, correct end HDME 10(. L ) It If' ',iI). WORK ( ) TELEPHONE NUMBER GENERAL INFORMATIDN 1. FAILURE TO RESPOND WILL RESULT IN AH OFFICIAL YAK ASSESSMENT with nppllcnbla Int.rut III,ud on In'o,...l1on .ub.1Ued bV the fln.nelltl instltullon. Z. Inherltanc. tn. beea... dellnquenl nln. .onlh. aft.r 'he docaden", dn'e of d.ath. S. A joint account I. ,..able even though Iha dacadent" n8.. wa. added a. 8 ...tt.r of convenlenc.. 4. Accounl. (Including thO'. held belw..n husband and wtfol which Iha decadent pul In joint na... within ona y~.r prior to d..lh .r. fully '..able a. tran,'.r.. S. Accounts a.tabll,had jointly batw..n husband and wlf. .or. than ana Y.'" prior to d...lh ar. not tn.able. 6. Account. held by a decedant "In trust fo," anoth.r or olhar. ar. ,n.able fullv. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPDNSE 1. BLOCk A . If the Inforaation and [oeputatlon In Ih. notlc. ar. corract and d.ductlonl are nol b.lng clal..d, placa an "M" In block "A" of Part I of tha "Ta.payar RalPonsa" I.cllon. Sign two cop Ie. nnd lub.lt 'he. with your chack for th. aaount of ta. to tha R.gilt.r of willi of th. county indlcatad. Ihe PA D.part.enl of Revenua will i.lue an official alsasl.ent (For. REV.I~~& EX) upon recaipt of tha raturn fro. the R.glster of Wills. Z. BLOCK B _ If Ihe ass.t IPecifi.d on this notice has be.n or will be report.d And ta. paid wilh Iha Pannsylvanla Inh.rltance ta. Raturn filed by tha decedent'. repres.nlaliv., plnce an "X" In block "8" of Part 1 of tha "ta_payer Rasponse" section. Sign ana COpy and ralurn to th. PA Dllpart.enl of Revenue, Bureau of Individual ladS, Dllpl :'&01101. llardsburg, PA I1IZ&-0601 in Ihe IInvelope provided. 1. BLDCX C _ If the notice Infor..tlon II Incorrect andlor deductions are baing clal.ed, check block "C" and co.plele Part. Z and 1 according to the lnltructlonl below. Sign two caple. and lub_It Ihe. with your ch.ck for thll a.ount of taM plyabla 10 the Rllglstllr of Wills of tha counlY Indlcaled. Th. PA Dapart.ent of RaVllnUII will iSlue an official assass.ant (For. REV-I~4& EX) upon racelpt !Jf Ill.. .alu.r. fr".. th.' RtoIl1..t., uf 1.1111'-. TAX RETURN - PART 2 - TAX COMPUTATIDN LINE 1. Entar NotEl the dala tha account originallY was eltablllhad or titled In the .annar a.istlng at date of dealh. For a daced.nt dying aftar 12/1Z/&ZI Accounts which the decedant put in joint na.as within ana III yaar of daath ~ra ta.able fullY es tranlfars. Itowllver, therll is Dn a.eluslon not to e.c..d S3,000 par transferllll ragardlan of tha velua of tha account or Iha nu.bllr of account. hllld. If a doubla elterlsk I..) appllars bllfore your first na.a In thll addrllss portion of this notlcn, Ihll 'S,OOO e.clullon alrlladY hal bllan daductad Ira. the account balance as rllporlad by the financial Institution. Z. Entar Ihe total balance of thll account Including Intllrest accruad to the datil of dllalh. 1. Tha par clint of thll account that is ta.abl_ for each lurvivor is datllr.lnlld as follOWSl A. the pllrcllnt taMable for joint aSllltS e.tabllshad .ore than one year prior to the dllcedentOs deathl DIVIDED BY TotAL NUHBER OF JOINT OWNERS EMa.plel A joint asset reglslerlld DIVIDED BY tOTAL NUHBER OF )( laD . PERCEHt TAXABLE SURVIVINC JOINT OWNERS In the na.a of the decodllnt and two othllr per Ions. 1 DIVIDED BV 1 (JOINt OWNERS) DIVIDED BV Z (SURVIVORS) . .161 X 100 16.1~ (TAXABLE FOR EACH SURVIVOR) B. the pllrcent ta~ablo for assots craatod within one Yllar of the dacedent's dllath or accounts owned by the declldent but held In trult far anothar indlvlduallsl Itrust banaflclarlllsl: 1 DIVIDED BV TDtAL NUHBER OF SURVIVINC JOINt OWNERS DR TRUSt BENEFICIARIES X tOO . PERCENT TAXABLE Exa.ple: Joint account raglslared in the na.e of the decedllnt and two other persons and astablished within one year of death by the decadant. 1 DIVIDED BY Z (SURVIVORS) . .50 X 100 . ~O~ ITAXABlE FOR EACH SURVIVOR) 4. The a.ount SUbjoct to taM (line ~) Is dater.lned by .ulllplylng thO eccount balance 111ne ZI by the parcent taMable (line l). 5. Enter the total of the dabt. and deductions listed In Part l. 6. the a.ount taMable (line II) Is detllreinad by subtracting the dllbts and deductions Illne ~} fro. the a.ount SUbject to tax (line ~). 7. Enter Ihe appropriate ta~ rato (llnll 1) as dotar.lnod bolow. A. tor oate. at aeath occurring after b/lO/9~, Iho ta. ratas for transfllrs 10 spouses are as followSl 1. Date. of d.ath on or after 7/1/94 and before 1/1/9~ Ihe rate Is l~. Z. Dates of dllath on or aftllr 1/1/9~ translors to spousas will be ta.ed at O~ ta. ratll. Notel For dates of daalh prior to 7/1/94 transfars 10 spouses are ta.able el 6~. B. Transfer. to linaal descllndant. Including father, ~other, son, daughter, grandchildren, Ion-in-law, daughtar-ln-Iaw, stepchlld and theIr isSUII are la.ablo at six perunt (61.1. C. Transfers to all others Including brothllr, sistllr, uncle. aunt. nephllw and niece are la.able at flftaon percent (15~). D. If you change tha taM ralll, pleale sPllclfy your relationlhlp to the dllcadont 1n Iha arlla provided. &. the a.ount of ta. dua (line 6) Is dllter.lned by aultlplying the a.ount ta.able lllno b) by thll ta. rata (line 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debls and dwductlons are dllter.lnlld es follow'l A. You IlIgally ara responsible lor pay.ent, or the estale sUbjact to ad.lniltration by a pllrlonal rapros.ntatlve i. Insufficlant to pay tha daductlblll it.... B. You actually paid tho dabts after dllalh of tho declldent and can furnish proof of paY.llnt. C. Debt. being clal.lId aUlt bo Ite.izlld fully In Part 1. If additional space Is n.edod, UIII plain paper & I/Z" . It-. Proof of paY.llnt .ay be requastlld by the PA Depart.llnt of Revanue. 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. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) ~., '11 G'l ,) ..' " . tl\ , " \ 'C\ N ~, if,. Oi' ..... 111, -::'\ li1i ...,' ~ ... Ci'4 , 1'-' ~_4.'" ....' <I: (I., L:l ~.; :t", If) (j ro I ..s (J' , ci ('~ "'" ! /'l '-I ,<,' <....; .J 1__ , . (; \,')- ,./ I~ - ^'-::r:: oJ .~ q... CJ '-- ,.,..J . ) '-.J ..,.. 1.:)-=.1'-" ....1'-.) --;--; (~ :...J ~ .o.J...J ; -.l --..! '\'"' C....J:.r . ..- "~..... ~, '\ ,< t,j " --7" t;" ~ ""'j or, -.l e '~ ~ \ ~~ O',~...) c......) ,~ "--.J -... -.. \.~ -d .~.,~ V ":-i ) ~ ~~ .) -.J ()o.~;~ ":,' ''0' --J ~. I , -,; t-ll (j r- - cr Q -- J ~ <::) ....) I -=J -) (~) '.. ,~ (lI I') I" ... I') ... o ~ , , c.J . " ( I , , . . -..-.. __ I ~......,..,-- .. - '~'.- 17 -.,-. -4.~...tld.~~ . , / I (' {.- REY-1S4B EX AFP (lZ-9SI*, COHKOHWUl ttt or P[HH5'tL "'"HtA . DEPARTHEH' Of R[Y[HU[ BUREAU Of INDIVIDUAL TAICES , . . DEPI. n06011 HARRISBURC, PA 17128-0601 1l0TICE OF IllllERlTAIlCE TAX APPRAISEKEIlTL ALLOMAIlCE OR OISALLOMAIlCE OF DEDUCTIOIl~, AIlD ASSESSKEIlT OF TAX Oil JDIIlTLY IlELD DR TRUST ASSETS DATE 06-10-96 ESTATE OF CAT ALAND PHILIP M DATE OF DEATH 01-0B-96 CDUNTV CUMBERLAND FILE NO, 21 96-0325 S.S/D.C, NO. B47-00-6476 ACN 96112424 MARV CAT ALAND RR 3 BDX 268 DALTON PA 1B414 REMIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CD CDURT HOUSE CARLISLE, PA 17013 Allount R...Uhd CUT ALONG THIS LINE ~ RETAIN LDWER PORTIDN FDR YDUR RECDRDS ~ R-EV:isirS-Eif-AF-P-ii-i:9Sj------------------------------------------------------------------------------------ NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLDWANCE DF DEDUCTIDNS, AND ASSESSMENT OF TAX DN JOINTLY HELD DR TRUST ASSETS DATE 06-10-96 ESTATE OF CATALAND PHILIP M DATE DF DEATH 01-08-96 CDUNTV CUMBERLAND FILE ND. 21 96-0325 TAX RETURN WAS, S.S/D,C. NO, B47-DO-6476 (XI ACCEPTED AS FILED (I CHANGED JDINT DR TRUST ASSET INFDRMATIDN ACN 96112424 FINANCIAL INSTITUTIDN: PIDNEER AMERICAN BANK NA ACCDUNT ND. 94001079 TVPE DF ACCOUNT: () SAYINGS (Xl CHECKING ( I TRUST ( I TIME CERTIFICATE DATE ESTABLISHED D3-24-B3 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Dua 2.212,19 0,166 368.71 ,00 368.71 .06 22.12 NOTE: TD INSURE PROPER CREDIT TD VDUR ACCOUNT, SUBMIT THE UPPER PORTION DF THIS NDTICE .WITH VDUR TAX PAVMENT TO THE REGISTER OF WILLS AT THE ABDYE ADDRESS. MAKE CHECK DR MDNEV ORDER PAVABLE TD: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAVMENT DATE 04-15-96 RECEIPT NUMBER AA112743 DISCOUNT (+1 INTEREST (-) ,00 AMOUNT PAID 22,12 TDTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. TDTAL DUE . IF PAID AFTER THIS DATE, SEE REUERSE FOR CALCULATION OF ADDITIONAL INTEREST. . I IF TOTAL DUE IS LES. THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I 22.12 ,00 .DO ,00 PURPOSt Of HalICE: PAYMENT I REFUND (CR)1 .0 :1 7.'" '-"( 11. :::.: C> ~ .' ~. :., '''j " U '.' '.~U: a: ,~ fJ'\ .J L: ~:J UU To fulfill the r.qulr...nt. of S.ctlon 2140 of the Inh.rltanc. and E.tat. Tax A~t, A~t 22 of 1991. 172 P.S. S.ctlon 2140), D.t.~h the top portion 01 thl. Notl~. and .ub.lt with your p.y..nt to the R.gllt.r of Will. prlnt.d on the r.v.r.. .td.. -- "aka ~h.~k or eonay ord.r paYabl. tOI REGISTER OF WillS, AGENT. All plyaent. r.~.lv.d .hall Ilr.t b. .ppll.d to any Int.r..t Nhl~h .ay bl dul, with any r..alndlr appllld to the t.x. A r.fund of a t.x cr.dlt, which wa. not r.qu..t.d on the tax r.turn, .ay b. r.qu..t.d by coapl.tlng an RAppllcatlon lor R.fund of penn.ylvanla Inh.rltanc. .nd E.t.t. TIXR IREV.111)). Appllc.tlon. .r. avallabl. at the Off Ie. 01 the R.gIst.r of Will., any of thl 2) R.v.nu. DI.trlct Offlc.. or by callinG the .p.cl.l 24-hour anlw.rlng ..rvlc. nuab.r. for for.. ord.rlnGI In P.nn.ylvanl. 1-8aO-!62-2050, out.lda Pennlylvanla and within local Harrl.burg ar.. (111) 181-8094, TDnl (111) 112-2252 (Haarlng lapalrad Only). DBJECTIONS: Any party In lntara.t not .atl.fl.d with tha .ppr.I....nt, allowanc. or dl.allowanc. of d.ductlon. or al......nt of tlx (Including dl.count or Int.r..t) a. .hown on thll Notlca .ay obJ.ct within Itxty (60) dlY' of r.c.lpt of this Notle. bYI uwrltt.n prot..t to the PA napartllnt of R'Vlnu., Board of App.ah, Clpt. Z8lall, Illrrllburg, PI 11lZ8-IGZI, OR --lllctlng to hava tha .attar datar.lned at the audit of thl account of the p.rlonal r.pr.s.nt.tlv., OR --app.al to the Orphan." Court ADHIN- ISTRAlIVE CORRECTIONSI DISCOUNT I PENALTY, INTEREST: Factual arror. dl.covarld on thl. a'II...lnt .hould b. addra...d In writing tOI PA alpart..nt of R.venu., Burl'" of Indlvldu.1 Tax.., ATTN: POlt ""'''Int R.vl.w Unit, DEPT. 280601, Ilarrhburg, PI 11128-0601 Phon. (111) 181-6505. 5.. paga ] of the bookl.t Rlnltructlonl for Inharltanca rax R.turn for a R..ldant D,cld.ntR IREY-1501) for In ..planatlon of adalnl.tratlv.ly ~orr.ctabl. arror.. If any t.x due I. paid within thr.. (]) callndar .onths aft.r thl dlc.dent's d.ath. a flv. p.rc.nt (5~) dl.count of the tax p.ld I. .llowed. Th. 15~ tlX aanasty non-participation p.nalty Is coaput.d on thl tot.1 of thl tax and Int.r..t ..I....d, end not paid b.for. January 18, 1996, the 'Ir.t dly aft.r thl and of thl t.x alnl.ty p.rlod. Thl' non-Plrtlclpatlon pan.lty Is app.al.bl. In the la.a .ann.r and In the tha .a.a tl.. period a. you ~Id appeal the t.x and Int.r..t th.t ha. be.n a..el..d e. Indlcat.d on this notlc.. Int.r..t I. charg.d blglnnlng with 'Ir.t day of delinquency, or nln. (9) aonths and one II) day froa the det. 0' d.ath, to the date of pay.ent. Taxe. which bec..e dellnquant b,'or. January 1, 1982 bear Int.r..t at the rat. 0' Ilx (6~) parcent p.r annu. calculated .t a dally rat. 0' .000164. All taxe. which blca.e delinquent on or .ft.r January 1, 1982 will b.ar Interelt at a rat. which will vary 'roa cel.nder y.er to calendar year with that rat. announc.d by the PI nepart..nt of Rev.nu.. Th. applicable Inter'lt ret.. for 1982 through 1996 ar.: Veer Inten.t Aat. Dally Inter..t Faclor V..r Inter..t Rate Dally Intar..t Factor 1982 2n .000548 1981 .~ .000241 1981 16~ .000458 1988-1991 m .00nOl 1984 llZ .0GGnl 1992 .~ .000241 1985 1!~ .a00l56 1991.1994 1~ .000192 1986 10~ .aGG214 1"5.1996 .~ .000241 ulntar..t Is calculatld .. follo"l1 INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTDR --Any Notlc. I..ued aft.r the tax b.~oe.' d.llnquent will r,'I.ct an int.r..t calcul.tlon to flft..n (15) day. b.yond the date of the a.leSI.lnt. If pay.ent i. .ad. aft.r Ihe int.r..t cQlPUtatlon data IhOMn on the Notlc., additional Int.r..t au.t be calcul.ted. .... - - ..,.... -;: - ,:\1 " := ..J - .-:; -:r ::: - - -to t'J', oJ., < ; -' ~ ,0 ' \ "--.:l U :; '.- ") r- - (I .~ U 'i c-' b .-J Q.. " ~ ,~ -i: ~ .-::J ~' " ..-'>' ,~ 1 - 'S- ,- . OJ -' ..... d d \::L U '- .' \'.' , p~n .1;- n8 . , \I" ') . 6V: 6~ \1- W\O\ 96. ... 'lat! ii' .,at! a c .. ii ii u c a ~ '" 2':' ~ '0 <'l :1:'00 .,a:~ co~ --u;uJ 1:<=0 Zlll E oco-:=: ,,;:3 ---- . _...-~_._~ ~.................bd.~ 4-rr-v .-;:. GENERAL INFDRMATIDN 1. fAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHENT .11" "",.11,"01. Inl.,..1 ""." on Inlo,..lIon sub.Hled by Ihe fln/lf'lcll.1 Int.tttuUon, l. InhllrilanclI tn. b.ea.... dellnqullnt nlnll !'lonth' IIft.r the Ihltl..I""", dlltll of II.lllh. 1. II ]01(\1 Recount Is '''./lblll IIVlln though 11111 d.c.dll"I'~ "n". ...,." mJdad llt. .t IIII1"ar 01 cllnvllnhlOCII. 4, x"oun" IIn.ludln. .hoU ".Id b.I...n hu.b.nd "nd .11.' .ol,h .h. ".,.".n' ,.u' In lolnl h"'U' .lIhln on. ,." ,,"0' '0 death at. fullY In_nble n. It","S'.r.. S, X.,oun" ...,bll.".d Joln'I' b.....n "u.bond ond .11. '0'. I".n "n. 'u., p,Io, '0 d..I" .,. hO' I...bl., b. Accounts hold.bY "doced"n' "In trult for" "nothar or nlhar. .".. tlunblll lulh'. REPDRTING INSTRUCTIONS" PART 1 .. TAXPAVER RESPONSE \. ",DC' X _ If '0. Inlo,..lIon .nd .o.pulollon In Ih. nolloo .". '0"0" on" "."u.llon. ". no' ".In" d.I..d. plo.. on .X. In blo.' .X" o. Pod I o. .h. ",,,.0'.' ....0"'.. ...1100. ""n 1.0 ,0.1.. hn" .ub.1I Ih.. .lIh 'ou, ,hOC' 10' ,h. ..ount of ... '0 .h. ..el.." o. Will. 01 ,h. .oun" In"l,o"'" Ih. PX O..""...n. 01 ....m.. .111 I"u. on offldol ........n. (For. REY-IS46 EX) upon r.caipl of Ihll r.turn froll the Woglltllt of WillI, " "OCX' _ I' '0. 0".' ....I.I.d on .hl. no' I.. h.. b..n 0' .111 b. ,..0,I.d .nd ... ..Id .I.h Ih. ..nn.,I,.nl. Inh.,I..n.. ,.. ..tu,n IIl.d 0' .h. doc.".n!,' ...,...n..II... pl". .n'''X" In blo" .... o. ..,t 1 01 ."...,....", ....on... ...lIon. 51"n on. '0.' ood ,.'u,n '0 .h. .x 0.."".0' of ..,.nu.. 'u'''u 01 Indl,ldu.1 10.... a..' "'bOl. "o"l.bu'., .X ".,.-'.01 In ,h. envlllop. provided. 1. "Oe. C _ I' .h. not I'. In'o,...lon I. In'o,"" ondlo, d.du..lon. 0" ".In. .1.1..d. .h..' blo" .e. ond ,0..1." 1'.,.. , .nd 1 ."n,d'n. tn ... 1.,I""tlnn' h.to.. <i.n '.0 ,no I.. ond .ub.1I I".. .lIh 'DU' .hoc' '0' t". ,"oun' o. ... o".hl. to ,h. ..01.'" o. Will. of ,h. ,Dun" I,d I....". 'h. PX O.p"...n' o. ....nu. .111 I"u, .n off Idol ........nt Iro" .[V-"" [Xl u.on ,...1.. of thO r.lutn froll the Ro~lstor of Wills. . TAX RETURN .. PART 2 .. TAX CDMPUTATIDN LINE ).. tnter NOt[: tho date Iho account orlolnallv was a,tobllshad or tltlod In Iha annnar a_istlng at date of dealh. Fo, . d...d.n' d,ln. ..,., 1"1"'" x..oun" .hl.h ,h. d...".n' put In join' n.... .Ithln on. 'II ,.., o. d...h .,. ..,.bl. full, .. 'nn.f.". "D..'.'. Ih.'. I. on ...lo.lon no' '0 ",..d ...ao' 1'.' t"n.I.'.. ,.."dl." o. .". ,.Iu. o. the account or the nuaber of accounts hald. I' . doubl. 0".,1.' "" .1".." h.'o'. ,ou, .I,.t n... In .". ,dd,'" po,.lon d. ."1. no' I.., ,h. .1,'" .,.Iu.lon already has been'doducled fro. the account balanca al raported by tha financial Instilution. 2. Enter the total balance of Ihe account including Inlerest accruad to tha dale of daalh. 3. The porcent of Ihe account that II taxoble for each survivor Is detar.lne~ as follows: A. Tho percant laxabio for Jolnl ossats astabllshOd aore lhan one year prior to Ihe dacodent's daath: I DIVIDED BY tOTAL NUHBER OF JOINT D\.INERS [xaeple: A Joint as,el reglslered DIVIDED BY TOTAL NUMBER OF X 100 . PERCENT TAXABLE SURVIVING JOINt OWNERS in the na.e of tho dacadant and two other parsons. I DIVIDED BY 3 CJOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .1&7 X 100 IEt.n (TAXABLE FOR EACH SURVIVOR) ., ,,,. ..,.... ..,.bl. '0' ...... .,..'.d .I,hln DO. ,.., of 'h. d...d.n", d..'" 0' ...oun" o.n.d b, tho d...d.nt hut h.ld In trust for another indivldual(sJ (lrust bonoflclarlasl: I DIVIDED BY TOTAL NUMBER OF SURVIVING JOINt OWNERS OR tRUST BENEflCIAQIES X IDa . PERCENT TAXABLE (xaaplel Joint account roglstered lhe docadanl. 1 DIVIDED BY Z (SURVIVORS) . .SO In Ihe naae of Iho docedent and two other porsons and e,tabllShad wllhln one yaar of death by x 100 r,oi! (TAXABlE fOR EA~1l SURVIVOR) 4. 'h. ..aunt .uhj.c' to t., Illn. 41 I. d...,.ln.d h, .ul.I.I,ln. .h. ...ount b.l.n.. Illn. " h, .h. ..,.... t."hl. Illn. 1l. S. Enter lhe tolal of the debl' and daducllon' Ilstad in Part 3. .. 'h. ..ount t.,.hl. Illn. ., I' d...,.ln'O b' ,ubt,..tln. ... ..... .nd "..u.'lon. '11n. " I'D' tn. ..ount .uol..t '0 ... Illn. ." 7. Enter Iho appropriate tax rate Cline 1) a' doteralned below. A. For date' of dea(h occurring after &/30/94, Iha tax rata' for transfars to spouse. ora as followSI I. Date. of death on or after 1/1/94 and before 1/1/95 the rate Is 3i!. Z. Dato' of death on or after 1/1/95 transfar. to spouse. will be taxed at Oi! tax rato. Hotel for date' of daath prior 10 1/1/94 tronsfers to spouso. are taxable at &Z. B. Tran.f,r' to lineal descondonts including falh.r, aothar, son, daughter, grandChlldr.n, son. In-law, daughtlf-In-Iaw, .Iepchlld and their is,ue ar. taubha at ,t. percont (6i!L C. ',.n.'."'o .11 oth." In.ludln. h,o'h.', .1,'0', un.I., oun', n..h.. .nd nl... .,. '.,.bl. .. .11...n p.,..nt 11'%l, D. If you change the tax rate, please specifY your relallonshlp to Ihe decodent in Ihe area provided. D. Th. ..ount of t., duo IIln. ., I. d.t...ln.d b, .ultlpl,ln. .h. ..oun' '.,.hl. 1110. ., b, .h. .., ,... IIln. 11. CLAIMED DEDUCTIDNS .. PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions lira deterllllped a. follow': x, 'ou I...IIY .,. ,...on.lhl. fo' ..,..n', 0' .h. ...... .uhj..t to .d.lnl..,..lon b, . ..,.0n.1 ,..,...n...I,. I. In.u"I.I.n' t. pay the deducllble it.... B. You actuallY paid the dobts after dQath of Ihe decodent and can furnish proof of pay.ent. t. O.bt. bOln. .1.1..d .u.t b. 1...I,.d 'ull, In ..,. 1, I' oddl.lon.1 ..... I. n..d.d. u.. .'oln ...., · I". "I.. "00' of pay.ent .ay be reque.ted by the PA nepart.enl of Ravanue. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV REGISTER OF WILLS. PA DEP~RTMENT OF REVENUE DISTRICT OFFICE OR CALL tHE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. TDDI (717) 772"2252 (HEARING IMPAIRED ONLY) UV.'lt211(4,t41 146746 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~k D NO. AA RECEIVED FROM: i ACN ASSESSMENT r:'I CONTROL ... NUMBER AMOUNT MICHAEL P CATALANO 11 WILDROSE LANE 96139673 'OtOHflE $81.76 MECHANICSBURG, PA 17055 ESTATE INFORMATION: !:t FILE NUMBER ~ 21-1996-0325 ~ NAME OF DECEDENT (LAST) ~ ATAL N PHIlP M II DATE OF PAYMENT m POSTMARK COUNTY , SSN (FIRST) (MI) DATE OF DEATH N REGISTER OF WillS m TOTAL AMOUNT PAID $81. 76 VZ RECEIVED BY 2lkA"I1~' ;/!'('(~ I2/1L USIGN~ " MARY C. LEWIS>::: . 1/)1" 1JiY:'Il REGISTER OF WILLS (J REMARKS MICHAEL P CPT ALAND SEAL CHECK# 103 ! 0' ~ .. - , - ---- ............. .... - to ~:, ,5- q r L/ COMMDNWEALTH DF PENNSYLVANIA DEPARTtlENT DF REVENUE ~ *' BUREAU OF INDIVlOUAL TAMES ItfDlTAHCE 1l)t DIVISION DEP'. lID6D! HARAlSIUAC. PA 17121.0601 NOTICE or INHERITANCE TAX APPRAIStKtHTL ALLOMANCE OR OISALLOMANCE or OEDUCTION5, AND ASStsSHtHT or TAX ON JOIHTLY HELD OR TRUST ASSETS tn.ll4tIlI"ltl.M' 10-14-96 CATALANO 01-08-96 21 96-0325 CUMBERLAND 193-42-2575 96112425 Altount R..l U.d RDBERT M CATALAND RR 3 BOX 268 DALTON PA 18414 DATE ESTATE OF DATE DF DEATH FILE NUMBER COUNTY SSN/DC ACN PHILIP MAKE CHECK PAYABLE AND REMIT PAVMENT TO: REGISTER DF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:isiia-Eif-AFii-roi-:96-j----------------------------------------------------------------------------------- NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLDWANCE OF DEDUCTIDNS, AND ASSESSMENT OF TAX DN JOINTLY HELD DR TRUST ASSETS DATE 10-14-96 ESTATE OF CATALANO PHILIP M DATE DF DEATH 01-08-96 COUNTY CUMBERLAND FILE ND. 21 96-0325 TAX RETURN WAS, S,S/D,C. ND, 193-42-2575 (XJ ACCEPTED AS FILED ( 1 CHANGED JOINT DR TRUST ASSET INFDRMATION ACN 96112425 FINANCIAL INSTITUTION. PIONEER AMERICAN BANK NA ACCOUNT NO, 94001079 TYPE OF ACCOUNT, (l SAVINGS (lO CHECKING ( 1 TRUST ( 1 TIME CERTIFICATE DATE ESTABLISHED 03-24-83 Account Balanca Percent Taxabla X Amount Subjact to Tax Dabts and Daductians Taxabla Amount Tax Rata X Tax Dua 2,212,19 0,166 36B,71 .00 368.71 ,15 55.31 NOTE, TD INSURE PROPER CREDIT TD YOUR ACCDUNT, SUBMIT THE UPPER PDRTIDN DF THIS NOTICE WITH YDUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER DF WILLS, AGENT." TAX CREDITS: AMOUNT PAID 55,31 PAYMENT DATE 05-06-96 RECEIPT NUMBER AA112818 DISCOUNT (+l INTEREST (-J .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, . I IF TOTAL DUE 15 LESS THAN .1, NO PAYHEKT 15 REQUIRED. IF TOTAL DUE 15 REFLECTED AS A "CREDIT" ( CR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I M 55,31 ,00 .OD ,00 PUlPOSE OF NOTICE. PAYIEHT. REf1I(D (CR) f DeJECTIONS I 'o..IN. ISTAATlVE CORRECTlONSI DISCOCMTI PENAL TV I INTIRESTt It'\ :- L~ 13 I,") -IL ."." C) c.~ . ,- 01 I -~ :..? -, -, . '- ..) :, ..' r- '- (i)~ c. PI ~:J 0: t)t) To fulfill the requJreeent. of Section 2140 of t~ Inheritance Bnd Eltet, T.~ Act, Act ZZ of .991. (7l P.S. Section 2UGJ. o.tKh the top portion of thl. Hotle. and ....1t with your paYHnt to the R-vht.r 0' "l1h prJ"t~ on U- r.".,... .Ide. -- ,... check or ..,.y order plyBbl. tOI REGISTER OF "ILLS, ACOfT_ All pa,.."h received ...11 flr.t be epplled to any Int.,.ut which ..y be 0.., with any r...lndtlr eppl1ltd to the tax. A ,..,wtd of . tu credit, which .... not requ.lted on tt. tex return, ..y b. r~.t.. by c~l.t1ng en "'Appl1catJon for Refund of Penn'vlvant, Inheritance and E.tat. Tax" (REV..31]J. applicatIon. at. a"ellable at the OffiCI of tM Rqlst.,. of WUII, any of tM 25 RlvMUII DI.trlct OffiCI' or by caUlng tha ,pecla. Z4.hour III1.werlng ..",lel ~r. for for.. ordering I In Penn.ylvanla 1.aaO.]6Z.ZaSO, outsld. P~'Ylvanl. and wIthIn loc.l H.rrlsburg ar.. (717) 787-8094, TDD. (717) 772-Z252 CHe.rlng I~.lred Only). Any p.rty In Int.r..t not satl.fled with the appr.I..""t, allowlWK:. or dlsallowlWK:. of deduction. or a.....Mnt of tax Uncludlng discount or Int.r..t) .. shown on thh Notice aay abject within .ixty (60) dan of rec.lpt of thl. Notlc. by, --wrItten prot..t to the PA Departaent of R.venue, Board of Appaal., Dept. ZBI0Z1, Harrl.burg, PA l7128-1D21, OR --.llIetlng to h.v. the aatt.,. d.t.,..lned at the audit of the account of the p.rsonal r.pr..."t.tlv., OR --appeal to the Orphan.- Cau,.t Factual .rror. dl.cav.rad on thl. ......""t should be addr...ed In wrIting to, PA DepartMnt of Aavenue, Bur.eu of Indlvldu.l T.xa., ATTN: Pa.t A.aa.c.ent Aavl... unit, DEPT. Z8060l, Ha"rlaburg, Pl 17128-0601 Phone (717J 787-6505. S.. page 5 of the booklat "In.tructlon. fa,. Inhe,.1tanc. hlx A.turn '0,. . R.sldant Dec~t- (REV-1S01) '0,. an .~planatlon of ~lnl.tr.tlv.1Y correctabl. a,.ro,.., If any tax due I. paid wIthIn thra. (1) calendar .onth. .'ta,. the decedent', d..th. a flv. parcent (5%) dlacount of the tax paId I. .llowed, The 15% tax 1lI.".,ty non-p.rtlclpatlon panal ty .. COIIPUtad an the tot.l of the t.IC and Int.r..t ......ad, and not p.ld ba'or. January 18, 1996, the flr.t day aft.r the end of the talC aane.ty p.rlod, Thl. nan-p.rtlclpatlon penal ty .. appealabh In the .... IIIInNIr and In the the .... tI.. p.r lad a. you wauld IIP,...I the tax and Int.r..t th.t hu bean ......ed .. Indlc.t.d on thh notlc.. Int.r..t I. ch.rged b.glnnlng with flr.t day of d.llnquency, 0" nine (9) eonth. and ana Cl) day ,,.H the data of daath, to the data of payeant. T.x., which bee... deUnqtMtlt b.fare JWlUllry 1, 1982 ba.r Inter..t at the rat. of .IIC (6X) percent p.,. ~ calculated at . dallv rat. of .000164. All tax.. which bacaae delinquent on or afte,. JWlUllry I, 1982 will bea,. Intor..t at . r.t. which will vary fr~ celenda,. y.ar to c.lendar yaar with that rat. announced by the PA D.partaent of R.venu.. The appllcabl. Int.ra.t rata. far 1982 through 1997 ar.r Vaar Int.r..t R.t. Dallv Int.r..t Factor V.a,. Int.r..t Aata Dally Jnt.r..t Facta,. 1981 lOX .000548 1987 9% ,aaOl47 198.J 16% .aaUD 1981'19'11 11% .000101 1914 11% ,OaD3Ol 19'Jl 9% .aaal47 1915 13% .aaD356 1995-19M n ,aa0l92 .986 lOX .aaDl14 1995-1991 9% .aaaZ47 --Intar..t I. calcul.ted a. 'allow., INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. Issued aft.r the tax bacOM. rteUnquent will r.nact an Int.r..t calculation to flft"" (15) day. tMyond the data of the ........"t. If pa~t II IIade afta,. the Int.r..t CCMlPUt.tlon etat. shown on the Notlc., adcUtlonal Int.r..t .,.t be c.leul.ted.