HomeMy WebLinkAbout96-00351
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pURPOSE or
NOnCE:
To fulfill th8 requlr...ntl of Section 2140 of thl InherItance end E.tat. ra. Act. Act 22 of 1"1. 172 P.5.
Slctlon 2140).
PAVtt[NTt
Detach thl top portion of thlt Hotlel and sub.lt with your pay..nt to thl Rlglltar of Willi printed on the
t.v.r.. ,Id..
u Mak. chick or 10nlY ord.r pllyabla to: RECISTER OF WILLS, ACENT.
All pav.,ntl racllvad shall flr.t ba applied to any Int.ra.t which .ay ba dul. with any r..alndar applied to thl tax.
REfUND ItA)1
A r.fund of a ta. cradlt. which was not raquI.tad on thl tax return, .ay b. raqua.tad bl coaplatlng an -Application
for R.fund of PennsylvanIa Inheritance and E,tat_ Tax- (REV-Ill]). Application, are availabl. at thl OffiCI Df
thl Rlglstar of Willi, any of the Z5 R.venu. Dlltrlct Offlcel or by calling the IP.clal Z~-hour an.w.rlng ..rvlc.
~b~r. far far.. orderlngl In P.nnlylvanla 1-600-36Z-Z050, out. Ide P.nn.ylvanl. .nd within loc.l
Harrl.burg ar.. (717) 787-80'~, tOOl (717) 77Z-ZZSZ (H..rlng lap.lred Only).
08JECTIONSl Any p.rty In Int.r..t not ..tl.fled with the .ppr.I....nt, .llowanc. or dl..llowanc. of d.ductlon. or ........nt
of t.. (Including dl.count or Int.r.lt) a. .hawn on thl. Notlc. .ay obJ.ct within .I.ty (60) day. of r.c.lpt of
this Notlc. by:
.-wrltt.n prote.t to the PA Cepart..nt of R.venu., Board of Appe.l., D.pt. Z810ZI. Harrl.bUrg, PA 171:8-loZI, OR
.-.Iectlng to have the .atter d.t.r.ln.d at the audit of the account of the p.r.on.1 r.pr...nt.tlv., OR
--app.al to the Orph.n.' Court
AD"IN-
IStRATIYE
CORRECTIONS I
Factual error. dl.covered on thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rt..nt of R.v.nue,
Bureau of Individual t...., AnNI po.t Au.....nt Revhw Unit. DEPT _ Z80601, tt.rrIsburg, Pi 171Za-0601
Phon. (717) 787-6S05. S.. p.g. 5 of the bookl.t "Inltructlon. far Inh.rltanc. Ta. R.turn for a Re.ldent
D.c.d.nt" CREV-IS01) for an ..planatlon of ad.lnl.tratlv.ly corr.ctabl. .rror..
DISCOUNT I
If any t.. due I. paid within three (1) calendar aanth. aft.r th. d.ced.nt'. d.ath, a flv. p.rc.nt CS~)
dllcount of tn. tax p.ld I. .llow.d.
INTEREST:
Int.r..t I. ch.rg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. ell day
fr08 the date of d.ath, to the date of pay.ent. T.... which b.ca.. d.llnqu.nt b.for. January I, 198Z
b.ar Int.r..t .t the rat. of .1. (6~) perc.nt p.r annu8 calcul.ted at a dally rat. of .OOOI6~.
All t.... which b.ca.. d.llnqu.nt on or after January I, 198Z will b.ar Int.re.t .t a rat. which will vary fro.
calend.r y.ar to calendar ye.r with th.t rate announced by the PA Depart.ent of Rev.nue. Th. applicable
Intere.t rat.. far 198: through 1996 are:
198Z
1985
1984
1981J
198f1
--Int.r..t
ZOlC
IU
1I~
l3X
10lC
I. calculat.d ..
.OODIJ48
.000416
.000501
.000s!.6
.000Z1~
follow'l
:!ur Intlr..t Aat. Dall" Inter.,t ff'lctor
1987 'X .000ZI'o7
1988-1991 IlX .DDOlOI
I9'Z 'X .000Z47
1995-19910 1X .0001'Z
199!J-1996 'X .000ZI'o7
'!!It Int.rut Rate Dall't Intlre.t fllctor
INTEREST = BALANCE DF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d aft.r th. tax beeoe.. d.llnquent will r.fl.ct an Inter..t calculation to fifteen (151 day.
b.yond the d.t. of the .u....ent. If pay..nt Is .&de .fter the Intlrnt coeputatlon date .hown on the
Notlc., addltlon.1 Int.r..t au.t b. calculated.
REV-1548 EX AFP 112-951*
CO"MONWEAl1tl Of PfHH'YlVANIA
Or.PAA1"lHI Dr RLV(N\Jf
IURUU Of INDIVIDUAl lUES .
OEPt. llDUt
II,t,RR1SBUAG. PA lUll-nOI
NOTICE OF INHERITANCE TAX
APPRAISE"ENTL ALLOMANCE OR DISALLOMANCE
OF DEDUCTION.. AND ASSESS"ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
DATE 04-15-96
ESTATE OF SHULLER
A
DATE OF DEATH 03-01-95
COUNTY
CUMBERLAND
FILE NO. d-. J - q t ~ 35"/
S.S/D,C, NO, 186-2B-7083
ACN
95119536
BEVERLV I SHULLER
253 SUSQUEHANNA AVE
HUMMELSTOWN PA 17036
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA l70l3
Anount R..itt.d
CUT ALONG THIS LINE ~ RETAIN LDWER PDRTlON FOR YOUR RECORDS ~
R-EV:iSirS-iri-AFii-riif:9Si------------------------------------------------------------------------------------
NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DF
DEDUCTIDNS, AND ASSESSMENT OF TAX DN JDINTLY HELD OR TRUST ASSETS
DATE 04-15-96
-
ESTATE DF SHULLER
A
DATE OF DEATH 03-0l-95
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. IB6-28-70B3
TAX RETURN WAS: (XI ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95119536
FINANCIAL INSTITUTION: HARRIS SAVINGS BANK
ACCOUNT NO,
09-00116637
TVPE OF ACCOUNT: (,0 SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 08-lB-B9
Account Balance
Percent Taxabla X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rata X
Tax Due
l4.B04.l5
0,083
1.233,63
.00
1.233.63
,l5
185.04
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCDUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEV ORDER PAVABLE TO:
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+1
INTEREST (-I
AMOUNT PAID
.
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST
TDTAL DUE
IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE IS lESS TNAN $1. NO PAY"ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF TNIS FOR" FOR INSTRUCTIONS, I
,00
IB5.04
6,5B
191. 62
INTEREST IS CHARGED FROM 12-02-95 TO 04-23-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
00 ,d :nil?
e(Ti
3:"- a.. roO
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PURPOSE Of
NOTlCEr
To 'ul'lll t~ r.qulr..-nt. of section 214D 0' ~ lnherltDnCa end Eltat. Ta. Act, Act ZZ of 1991. (72 P.S.
Sectlon 2l1tDl.
PAYI1ENTs
Detach the top portion of this NoUe. Bnd Iw.-It with )lour paYMnt to the Realltar of wUh printed on t"-
r.".r.. ,Ida.
__ "aka chIck or ~)' order paYable tal RECISTER OF WilLS, ACENT.
All p.~ent. received shell flr.t ba applied to eny lnt.ra.t which ..y ba due, with any r...lnder ~11ed to tM t...
REfUND (CAli A refund of . tax credit, which .... not requtl.tlld on the talC return, ..y .. reqwlted by cOIIPlaUno In -application
for Refund of PannsYlvanla Inn-rltanca and E,tat. T.... (REV-ISIS). Application. ar. Iyallable at the OffiCI of
the Raglltar of Willi, any of the ZS Ravenue DI.trAct Dfflc.. or by calling the special Zit-hoUr In.werlng ..tvlca
~r. for for.. ord.~lngl In Penn.vlvanl. l-IO.-~2-2050, out.lde Penn.vlv.nl. ~ withIn local
~~~I.bu~g .~.a (717) 717-1094, TOOl (717) 772-ZZSZ (Hea~lng Iapalr~ OnlV).
OIJECTIONSI AnV perty In Int.r..t not .atl.fled with the appr.I...-nt, .llowanc. or dl..llowanc. of deduction. or .......-nt
of ta. (Including dl.count or lnt.r..t) a. .hown on thl. Notlc. ..y abject within .I.ty (60) dev. of rec.lpt of
this NoUc. byl
--w~ltten p~at..t to the p, Dep.~t-.nt of R.venue, laa~d of appeal., Dept. ZII021, Ha~~I.burg, P' 17121-1021, OR
--.lacUng to h.va UW ..tta~ cs.ta~.lnad .t the -..eIlt of the KCCMI1t of the par'OMl r.pn.antatlva, OR
--app..l to the Orphans- Cou~t
'OtUN-
ISTRATlVE
CDRRECTIDMSI
Factu.l a~~o~' dl.covlr.d on thl. ........nt ~ld be addra..~ In w~ltlng ta~ p, Depe~t.-nt of R.venue,
Buraeu of Individual Ta.'" 'TTNI Pa.t A....'aent Ravlew unit, DEPT. 210601, Har~lsburg, Pi 171ZI-0601
Phone (717) 717-6505. Sa. page 3 of the bookl.t -tn.tructlon. far Inhe~ltanc. T.. Raturn fa~ a Aa.ldant
Oacadent- (REV-IsOl) fo~ an explanatIon of ~lnlltr.tlv.1Y carrectabl. .rrar..
DISCOUNT :
If any t.. due I. p.ld within thra. (3) c.llndar .unth. .fta~ the decadent-. de.th, . flva parcent CS~)
dl.count of the t.. p.ld I. allowed.
INTEREST I
Inta~..t I. charg.d blglnnlng with flr.t day of delinquency, or nine (,) .onth. ~ one (1) dav
f~o' the data of da.th, to the data of ply..nt. Tlnl whIch bec.. delinquent before January 1, 191Z
b..r Int.r..t at the ~.ta of .1. C6~) percent PI~ ~ c.lculat~ at . dally rat. of .0001~.
All ta... which bec... d.llnquent on a~ .fter January 1, 191Z wIll bee~ Inter..t at . r.t. which will vary fro.
calanda~ y.ar to calMdar yur wi th that rete lMOW'ICad bv the PA Depa~t.....t of Aavenue. The appllc8bl.
Int.r..t rat.. fa~ 191Z through 1996 .r.1
1912
1913
191'
1915
1916
--Int.nst
ZOX
16X
ll~
n~
lOX
I. calculated ..
.0005~1
.0OOIiSl
.00OSOl
.00OSS6
.000214
follow' :
xur Intar.1t R.t. DIlly Intand FltCtor
1911 OX . n02n
1911-1991 \IX .00OSOI
I99Z 'X .0002'7
1993-1'" n .00019Z
1995-1996 OX .0002U
lIAr Int.r.st Rat. Dally Interlst F.cto~
INTEREST = BALANCE OF TAX UNPAIO X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. Issued .ftl~ the ta. bec~' dall~t will ~aflect an Int.r..t calcul.tlon to fifteen (15) days
beyond the data of the .........t. If pay.."t Is ... aftar the Int.ra.t c~t.tlon data Ihowt on the
Hatlcl, addltlonel Intar.st .u.t be calcul.ted.
.,
\
REV-1S48 EX AFP (lZ-9S)*,
COtvtOHVUlm or PENNSYlVANIA
DEPAR1KE.Nl or REVENUE
BUREAU or INDIVIDUAL TAXES
PEP'. :806001
HARAlSIURC, PA 111l8'0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT. ALLOMANCE OR OISALLOMANCE
OF DEDUCTION" AND ASSESS"ENT OF TAX ON
JOINTLY UELO OR TRUST ASSETS
DATE 04-15-96
ESTATE OF SHULLER
A
DATE OF DEATH 03-01-95
COUNTY
CUMBERLAND
FILE ND. :;l.,)- 0/ ~ . 351 S,S/D.C, NO, l86-2B-7083
ACN
95119537
DDNNA ZIMMERMAN
253 SUSQUEHANNA AVE
HUMMELSTDWN PA 17036
REMIT PAVMENT TO:
REGISTER DF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA l7013
Anount Ranltt.d
CUT ALONG THIS LINE ~ RETAIN LDWER PORTIDN FOR YOUR RECDRDS ~
Rifv:isiis-Ei[-AF-P-ii1i:ijsi------------------------------------------------------------------------------------
NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE OR DISALLDWANCE OF
DEDUCTIDNS, AND ASSESSMENT DF TAX DN JOINTLV HELD OR TRUST ASSETS
DATE 04-l5-96
ESTATE DF SHULLER
A
DATE OF DEATH 03-01-95
COUNTY CUMBERLAND
FILE NO. S,S/D,C. ND. lB6-28-7083
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT DR TRUST ASSET INFORMATION
ACN
95119537
FINANCIAL INSTITUTIDN: HARRIS SAVINGS BANK
ACCDUNT NO.
09-00116637
TVPE OF ACCOUNT: (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 08-18-89
Account Balance
Parcent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
l4.B04.15
0.083
1.233,63
,00
1.233.63
.15
1B5,04
NOTE: TD INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEV ORDER PAVABLE TO:
"REGISTER DF WILLS. AGENT."
TAX CREDITS:
PAVMENT
DATE
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
RECEIPT
NUMBER
.
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
C IF TOTAL DUE IS lESS THAN .1. NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREon" ( CRI. YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, I
.00
lB5,04
6.58
191.62
INTEREST IS CHARGED FROM 12-02-95 TO 04-23-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
QO
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PURPOSE Of
HOllett
To fulfill the requira..nt. of Sactlon Zl~D of the Inn.tlt.nea and E.tat. Ta. Act, Ict ZZ of 1991. (12 P.S.
Saction 2140).
D.tach the top portion of thl. Hotlc. and subalt with ~our pay.ent to the Rlgl.t.r of Will. prInted on t~
t.".r.. lidl.
._ "akl chIck or .oney order payable tal REClSTER OF WilLS, AGENT.
All p....nt. r...lv.d .h.lt flr.t b. .ppll.d t. an. Int.r..t .hl.h ... b. du., .Ith an. r...lnd.r .ppll.d t. tho t...
A r.fund .f . t.. .r.dlt. .hl.h ... not r.qu..t.d .n tho t.. r.turn, ... b. r.qu..t.d b. ....l.tln. an ""pll..tlon
r.r R.rund .f p.nn..lvanl. Inh.rlt.... end E.t.t. T.." 'REV-13131. Appll..tlon. .r. .v.llabl. .t tho Dfrlc' .f
tho R..I.t.r .f Will.. an. .f tho Z3 R.v,nu. DI.trl.t orfl....r b. ..Illno tho .p..I.t Z'-hour an...rln. ,.rvlc.
nueber. for 'or" ordlrlngt In pennsylvania laSDO-36Z-2DSD, outside Pannlylvenla end within local
Harrl.burg .t.. (717) 787-1094, TOOl (717) 77Z-ZZS2 (H..tlng l~.lr.d Only).
An. p.rt. In Int.r..t n.t ..tl.fl.d .Ith tho ...r.I....nt. .llow"'. .r dl..II..an.. .f d.ductlon. .r ..'....ent
.f t.. (Includln. dl..ount .r Int.r..tl .. ,hewn on thl. H.tl.. ... obJ..t .Ithln .I.t. '6DI d... .f r.c.lpt .f
this Hotlu byl
__.rltten pr.t..t t. tho PA D.p.rt..nt .f R.v.nu.. ...rd .f Ap...I.. D.pt. ZOIDZI, ..rrl.bur., PA 11tZO-IDZt. OR
.-.lectlng to have thl ..tt.r dataralnld at thl audit of thl account of thl parsonal rapr...ntatlv., OR
--BPpeal to the Orphan.' Court
PAYHENT:
REFUND (CA1:
OBJECTlDHS:
ADttIN-
lSTPATlVE
CORRECTIONS I
Factu.l .rror. dl.cov.red on this .......-nt .hoUld be addr...ed In writing to: PA Dap.rt..nt of R.venue,
Bur.au of Indlvidu.l T...., ATTN: Po.t A.......nt Rlvlew unit, DEPT. 280601, H.rrl.burg, PA 17128-0601
Phon. (7171 787-6505. Sa. p.g. ] of the booklet -In.tructlon. for Inn.rltanc. Ta. R.turn for. R..ldent
o.c.d.ntW (REV-15011 for an ..plan.tlon of ad.lnl.tratlv.1Y corr.ctabl. .rror..
If any t.x due II paid within thra. (ll ca1.nd.r ~th. aft.r the d.cedant'. death, a flv. p.rcent (5X1
dl.count of the tax p.id I. allow.d.
Int.r..t 1. charg.d b.glnnlnG with fir.t d.y of delinquency, or nine (91 .onthl and one (II day
fro. the data of d..th, to the data of pay..nt. T.... which bec... d.llnquent b.for. January 1, 1982
b..r Int.r..t at the rat. of .Ix (6Xl p.rc.nt p.r annue calculated .t . daily r.t. of .000164.
All t.... which b.c... d.llnquent on or aft.r Janu.ry I, 1982 will b..r Int.r..t at a r.t. which will vary fro.
callndar y.ar to cal.ndar y.ar with th.t rat. announc.d by the PA Olpart.-nt of Revenue. th. applicabll
Intlrl.t r.t.. for 1982 through 1996 ar.1
DIseDUNTI
INTEREST:
"82
198]
1984
"OS
1986
--Int.r..t
20X
16X
llX
UX
lOX
i. c.lculatad ..
.000548
.000U8
.000lDl
.00n!,6
.OOD274
fol1oWI:
UJr tntarad Aate Oalt'l tntarelt Factor
1987 OX .000247
1988-1991 lIX .00nOl
I"Z oX .0002U
1"]-1994 lX .000192
1"5-1"6 OX .0DDZ47
'UIr Intar..t Aate DailY tntarelt Fltctor
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice ISlued aUar the t.. baco." delinquent wUl reflect an Int.r..t calculation to flft.en US) daYI
beyond the date of the .......ent. If p.y.ent I. .ad. .ft.r the Int.r..t caeputatlon data .hown an the
Hotlc., addltlon.l Int.r..t au.t b. calcul.tld.
00 ~ :n~
c(tl"
~ - ~n
~ r~'. ~
,. ~
::0 '"
(' --
N ,
'.' ... -
c. ~ ;..: ,~,.
.J
'.J 0 il, 9..
"TIC ~
)-*.:1- U1
PURPOSE Of'
NOTICEs
To fulfIll the r.quir..ant. of SectIon 2140 of the Inherltanca and E,tat. 'ax Act, Act ZZ of 1'91. (72 P.S.
Section 2140).
PAYHEHTs
DelICh the top portion of thl. Hotle. and lubalt with your p.,..nt to the Ragllter of Will, printed on the
ravar.. lide.
__ "aka chack or .onay order payable to: REGISTER Of WILLS, ACENT.
All pa,.entt recalved ,hall flr.t ba applied to any Inter..t which ..y be dua, with any r...lndar applied to the tax.
REfUHD (CA) I
A r.fund of . tax cradlt, which wa. not r.qu.lt~ on the tax return, ..y ba requeltad by co~l.tlng an RAppllcatlon
for Refund of PennsylvanIa Inn-rltenca end Estat. Tax. (REV-IllS). Applications ar. avaIlable at the Of,lc. of
the A~I.t.r of Wills, any of the ZS Revenue DIstrict Dfflc.. or by callIng the .peclal Z4-hour an.w.rlna .arvlc.
~.r' 'or 'ore. ordarlng~ In Penn.ylvanla l-eOO-36Z-ZDSD, out.ld. Pann.ylvDftla end withIn local
Harrl.burg ara. (717) 781-8094, TOOl (711) llZ-ZZSZ (Haarlng lap.lrad Only).
O.JECTIDHS~ Any p.rty In Intara.t not ..tl.flad wIth the appral.aaent, .llowanca or dl.allowanca of dedUCtion. or .......ant
of tax (IncludIng dl.count or Intera.t) .. .hown on thl. Hotlc. .ay obj.ct within sixty (6DJ days 0' racelpt of
thla Notice by~
--wrItten prota.t to the PA Dapartaant 0' Ravenue, Board of Appaals, Dlpt. Z81DZl, Harrl.burg, PA 171Z8-1DZl, OR
--.lactlng to h.va tha .attar dateralnad at tha audit 0' the account of the par.onal rapr..entatlva, OR
--appaal to the Orphan." Court
ADMIN-
ISTRATIVE
CORRECTIONS~
Factual .rror. dl.cov.rad on thIs ........nt shOUld ba addra..ad In wrItIng tOI PA a.partaant of Revenue,
Bur..u of Individual Tax.', ATTH: Po.t A......ent R.vlaw unit, DEPT. Z806DI, Harrl.burg, PA 111Z8-D6Dl
Phone (117) 787-6505. S.a page ] of tha bookl.t ~In.tructlon. for InharltDftc' Tax Aaturn lor a R..ldant
Oac.d.nt- CREV-lSDl) for an .xplan.tlon of ad.lnl.tratlvalY correctable .rror..
DISCOUHT~
If any tax due I. p.ld within thra. (]) calandar .onth. a,t.r the deeadent'. d..th, a flv. parcent (SX)
dl.count of thl t.x paid I. allowad.
IHTEREST~
Intar..t I. chargad b.glnnlnG with flr.t day of d.llnquency, or nlna (9) aonth. end on. (1) day
fro. the data of da.th, to the data 01 pay..nt. T.... which b.c... delinquent ba'ore January 1, l'8Z
b..r Intare.t at the r.ta 0' .Ix (6~) p.rcent p.r ~ calculatad .t . dallv r.te of .DDDI6~.
All ta... which bac... d.llnquent on or a,tar January 1, 198Z will b.ar Int.ra.t at a rata which wIll vary 'roa
calandar yaar to cal~ar year with that rata announced by the PA Dapartaant of Revenul. ThI appllcabl'
Int.ra.t rat.. for 198Z through 1996 .ral
'Wr Interast Rata Dallv Interllt Fftctor 'Wr Int.ralt Rat. Dallv Interalt Fl!lctor
1982 ZO~ .DDDS48 1987 OX .OOOZU
1,8] 16X .OOOU8 1'61-1991 lIX .0001n
191~ UiC .000]01 1992 OX .D002U
1'85 UX .000156 1'9]-1994 r. .000192
1986 10iC .ODU7t, 1995-1'96 'X .ODD2lt7
--Intaratt I_ calcul.ted a. 'ollows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
__Any Notlu I..uad aftar the tax baeoall d.lInquent ..UI nflact an Intarllt celculatlon to flftlMn US) de,.
b.yond the data 0' tha ........"t. If p.,aent la aecM aftar the Internt coaputaUon dIIte Ihowl on the
Notice, Itddltlon.1 Intarllt M.I.t be calculat.d.
REV-1548 EX AFP 112095_
COHHOIjWEAllll Of PENNSYlVANIA
DEPARTMENT or REVENUE
BUREAU OF INDIVIDUAL TAXES ,
DEPT. Z80601
HARAISBURG. PI l11ZI-0601
NOTICE OF INHERITAHCE TAX
APPRAISEHENT, ALLOWAHCE OR OISALLOWANCE
OF OEOUCTION_, ANO ASSESSHENT OF TAX ON
JOINTLY IlELD OR TRUST ASSETS
ESTATE OF SHULLER
DATE 04-l5-96
A
DATE OF DEATH 03-01-95
CUMBERLAND
FILE NO, ;;;. / - 9 ~ - 35/
S,S/D,C, NO. 186-28-7083
BEVERLY I SHUlLER
253 SUSQUEHANNA AVE
HUMMELSTOWN PA 17036
COUNTY
ACN
95119539
CUT ALONG THIS LINE .. RETAIN LOWER PDRTION FDR YOUR RECDRDS ....
Rifv:is4-i-EX--AFP--ii2-:9Si------------------------------------------------------------------------------------
NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLOWANCE OF
DEDUCTIDNS, AND ASSESSMENT OF TAX DN JDINTLY HELD DR TRUST ASSETS
DATE 04-15-96
ESTATE OF SHULLER
A
DATE OF DEATH 03-01-95
COUNTY
CUMBERLAND
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA l70l3
AMount Remitt.d
FILE NO. S,S/D.C. NO. lB6-28-70B3
TAX P'cTURN WAS: IX) ACCEPTED AS FILED I ) CHANGED
JOINT DR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: HARRIS SAVINGS BANK
ACN
95119539
ACCOUNT NO.
09-l6-l5B194
TYPE OF ACCOUNT: I) SAVINGS I ) CHECKING I ) TRUST I Xl TIME CERTIFICATE
DATE ESTABLISHED l2-07-B9
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TDTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, .
I IF TOTAL DUE IS lESS THAN $1. NO 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
Account Balance
Percant Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20.000.00
0.083
1,666,60
,00
1,666,60
,15
249.99
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT 1+)
INTEREST 1-)
INTEREST IS CHARGED FROM 12-02-95 TO 04-23-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
.
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."
AMOUNT PAID
.00
249,99
B,89
25B.88
00 ~ :xl
c;;7 ::;Jnl
'i -, ~~ ~
I"'
r,\ 26
::0 '"
, - ,
N ..
( ~'
~.:. ,) :?:::
0 tn 0
-G L~ ~ -,
p;~ IJl
pURPOsE OF
HonCEI
t. fulfill tho r...lr..ont. .f S.ctlon ZI" .f tho lnh.rltonc. ond E.t.t. t., 'ct. 'ct ZZ .f 1991, 17Z .,5.
Section 2140).
PAyttEH1S
D.toch tho t.. portl.n .r thl. N.tlc. ond .ub.lt with .our ...ooot t. tho ...I.t.r .f wltl. .rlnt.. .n tho
t.....r.. stde.
.. Hake check or .oney order payable tOI REGISTER Of WIllS, ACEHT.
'11 .....nt. r.c.lv.. .h.11 flr.t b. 00.11.. t. on. Int.r.,t whl.h ... b. du., .Ith .n. r...lnd.r oo.tl.. t. tho t."
REFUND (CR);
. r.fun. .f . t.. cr..lt. which ... not r.....t.. on tho t.. r.turn. ... b. r.....t.. b. ....l.tln. .n "A..tl..tlon
r.r ..fund .r ..nn..lv.nl. Inh.rltonc. and E.t.t. t.." "EW-1111). A..llc.tlon. .r. .v.llobl. .t tho Dfflc. .f
tho ...l.t.r .r wIll., on. .f tho Z1 ..v.nue DI.trlct Offlc...r b. c.llln. tho ...cl.l Z'-hour on.w.rln. ..rvlc.
nuob.r. r.r f.r.' .r..rln.: In ..nn..lvonl. l"."-"Z-Z'S', out. I.. .ann..lvanl. ond .Ithln 1.c.1
HarrisbUrg .rea (711) 781-a094, TOOl (711) 112-22:52: (Keatlno tepa Ired only).
o.JECrIOH>, An. ..rt. In Int.r..t not ..tl.f1.. with tho appr.I..ooot. .It...... .r .1..11.."'. .f ..dUctlon. .r .........t
.f to' <lnclu.ln. .Is..unt .r Int.r..t> .. ",..., on thl. N.UCO ... obJ.ct within slxt. ,." d... .f roc.l.t .f
this HotlU by:
__.rltt.n .r.t..t t. tho .A D...rt..nt .f ..venue. ...r. .f A.po.ls. Do.t, Z.I,Zt. H.rrl,our.. .A 1711.-1.Zt. DR
__.l.ctl.. t. hove tho ..U.r ..tor.l.... .t tho audit .r tho occ.unt .r tho po"on.1 r..ruontoUv.. DR
__app.al to the Orphans' tourt
ADHIN-
ISTRATlVE
COfIAECTIONSI
F.ctu.1 .rr." .Isc.v.r.. on .hl. ........nt .hoUt. b. oddr..... In wrtU.. t.: .. D...r...nt .f R.v.nue.
.ur....r Indlvl.u.1 r.,... .ttN' ...t .,.....ont ..vl.w unit, DE.r, Z....l, H.rrl.our...' 171Ia-...t
Phone '7t7) 7.7-'S'S, 5.. .... 1 .f tho b..kl.t "In.tructlon. f.r Inh.rlton.. t.. ..turn f.r . ...I..nt
D.c.d.nt~ tREY-ISOl) for an ..planatlon of adalnlltt.tlvely correctable .rror..
DISCQUHT1
If an. t., dUo 1. ..ld within thr.. 11' c.l.nd.r eonth. .ft.r tho ..c....t.. ...th. . fl.. por.ont 'SX)
discount of the tax paid 11 allowed.
INTERESTl
Int.r..t I. ch.r... b..lnnln. with rlr.t d.. .f ..tlnquon<', .r nino (9) .on'h' ond one It) ...
fr.. tho ..t. .f ...th, t. tho ..t. .f .....nt, r.,.. which b.c'" d.lln...nt b.r.r. Janu.r. I, 19.Z
b..r Int.r..t .t tho r.t. .r .1. ,.X) ..rc.nt ..r onnuo c.lcul.'.. .t . ..11. r.t..f ,...1..,
.11 to... whl.h b.c." ..1In...nt on .r .ft.r Janu.r. I. I'.Z will b..r Int....t .t . r.t. .hl.h will v.n fr..
c.l.n..r ...r t. c.lond.r ...r with th.t r." announc.. b. tho .A D...rt..nt .f ....nu., tho ...ll..bl.
int.re.t rat.. for 198Z through 1996 are;
UII tnt.rut Plitt plllty tntlrllt FRctor UU lnterut PlItl plllty Int.nlt Factor
1'982 lO% .Ooo~,.e 1'9111 'X .000247
1'9111 16% .000ue 1961-1'991 11% .000101
1914 11% .00DSOl 1992 .X .0002H
19115 11% .0001~6 19'1-1'9,. 7X .oootn
1916 10% .00021" t"~-1'9' 9X .000247
__tntarnt " calculatad 81 follOMII
IHTEREST = BALAHCE OF TAX UHPAID X HUKBER OF DAYS DELIHQUEHT X DAILY IHTEREST FACTOR
--An. N.lIc. I..u.d .ft.r tho to, b...... ..II....-t will rolloct an Intor..t col.ul.tlon .. IIft_ 115) ....
b..ond .h. d.'. .r tho ..,..,.ont, If ....ont I. .... .,'.r tho In..r..' .......'Ion d... ..... on thO
NotlCI, eddltlonal Intlnst MIst bl celculated.
REV-1548 EX AFP (12-95)*,
CDKMONVUl HI or PENNSYLVANIA
DlPARtttEHT or R[V[HUl
IURUU or IHDIVIOUAl UXU
D[P'. tUUl
ItARAISIURr., PA Hua.aut
HOTICE OF INHERITANCE TAX
APPRAISE"EHT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTION", AND ASSESS"ENT OF TAX ON
JOINTLY HELD DR TRUST ASSETS
DATE 04-l5-96
ESTATE OF SHULLER
A
DATE OF DEATH 03- 01-95
COUNTY
CUMBERLAND
FILE NO, (). }-4 ~ - 3 51
ACN
95119540
S.S/D,C, NO, l86-28-70B3
DONNA ZIMMERMAN
253 SUSQUEHANNA AVE
HUMMELSTDWN PA 17036
REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount Renitt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTIDN FDR VDUR RECORDS .....
R-iv:isiis-Eif-AFP--ii;r:9sj------------------------------------------------------------------------------------
NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLDWANCE DF
DEDUCTIDNS, AND ASSESSMENT OF TAX ON JDINTLV HELD OR TRUST ASSETS
DATE 04-15-96
ESTATE OF SHULLER
A
DATE OF DEATH 03-01-95
COUNTY CUMBERLAND
FILE NO, S,S/D.C. NO. 186-2B-7083
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95119540
FINANCIAL INSTITUTION: HARRIS SAVINGS BANK
ACCOUNT ND.
09-16-15B194
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED l2-07-89
Account Balance
Percant Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20,000.00
O,OB3
1,666,60
.00
1,666.60
.15
249,99
NOTE: TD INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
RECEIPT
NUMBER
.
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TDTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, .
I IF TOTAL DUE IS lESS THAN '1, HO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAV BE DUE A REFUND,
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
.00
249,99
8,89
25B,88
INTEREST IS CHARGED FROM 12-02-95 TO 04-23-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE DF THIS FORM
00 ~
em
3 ~',
c'
" "5
::0
C -
N
L
.. ;g
)
" 0
:"0<-: J::.
)";:1 U1
:oil?
~n
,:~ 0
_. '"1
,-
'.
~., ~.
,
;~)
:::":(,
fft~
PURPOSE OF
HanCEr
To fulfill the raquJra-.nt. of Section ZI~O of the Inherltenca and Eltat. Tax Act, Act Zl of 1991. (72 P.S.
Section ZIUJ.
PAYftEHTr
Detach the top portJon of this HoUea and lubtllt '11th you,. paYlllant to the Aaghta,. 0' "1111 printed on the
'.VIr'1 ,Ida.
-. "ak. check or loney orde,. paYable tal RECISTER OF WILLS, 'CENT.
All pIYlIent, recalved shall ,Irlt be applIed to eny Intl,...t which '.y b. dul, with any ,....Jnder applied to the tax.
REf1JHO(CRh
A r.fund 0' . tax credit, which .... not r.que.ted on thl tax raturn, .ay be r.~.ted by CO~l.tlng an MAppl1catlon
for R.fund of PannlvlvanJa InherItance and Eltat, 'a." (REV-ISIS). applications ar. avallabl. at thl Olflcl 01
the Rlglsta,. of Wl11a, any of thl 21 Aevenul Dlltrlct Of II c.. or by calling the 'Plela. Z~-hou~ anlwlrlng 'Irvlcl
~~. for for.. o~de~lngl In Plnn.yIvanll 1-800-l6Z-2050, out.lde Penn'Ylvanla 8nd vi thin local
Har~l.burg a~'a (717) 787-1094, TOO. (717) 772-2ZSZ (Heerlng 1~.lr~ Only)_
OIJECUDHSI
Any pa~ty In Int.r..t not .atlsfl'd with the app~.ls..ent, all~anc. or dlsallowanca of deductions or '.s.sseent
of tax (Including discount or Int.r..t) a. shown on thl. Notlc. .ay ObJact vi thin .Ixty (60J days 0' rlcalpt of
this Notice bYI
--written prot.st to the PA D,p.~tlent of R.v.nue, aO.~d of App.als, Dept. ZIIoZI, Har~lsburg, PA 17IZI-102I, OR
--alectlng to hay. tha ..tt.r d.ta~.lnad at the audit 0' the account 0' the p.rsonal rap~".ntltlva, OR
--appaal to the Orphan.- Court
...UtUN-
ISTR...UVE
CORRECTIONS!
Factual .r~ors dl.cov.r~ on this asslsseent should b. eddrls'~ In writing tOI P... a'Plrtaent 0' Rlvenue,
Buraeu of IndivIdual Tax.., ...TTNI Post ....s.s.eent RIVIIM unit, DEPT. 2.0601, HarriSburg, P'" 17121-0601
Phone (717) 787-6505. 5.. pag. 5 of the booklet "Instructions fo~ Inha~ltllftCa Tax Rltu~n fo~ . Rasldent
O'c~ent.. (REV-lSo1) fo~ an ,.planatlon of adalnlstratlvllY correctabla a~rors_
a I SCOUNT I
If any tax due I. paid wIthIn th~al (1) calendar .onthl aftar the dacadent'. death, a flye pe~cent (S~)
discount 0' the tax paId Is allowad.
INTEREST I
Int.~ast I, chargld baglnnlng with 'Irst day of dallnquency, or nln. ('I .onths and on. (II day
fro. the data of dlath, to the date of payaant. TaXIS which beea.. dallnquent befo~a January 1, I'IZ
b.ar Intar.st at the ~at. of .Ix (6~) pe~cant par annua calculated at a dally rata of .000164.
All taxe. which baca.. dallnquent on o~ a'te~ January I, I'IZ will baa~ lntlr..t at a rate whIch will v.~y froe
calendar Yla~ to calanda~ Ylar with that rata announc.d by the P... Oapa~taant of Rav~. The appllCabla
Int.r..t ratas for 1'82 th~OUgh 1'96 ar.:
tor Inta~lIt Allte Dally 'nflrllt Fllcto~ Xur Intarllt Alita Dally Int.rast f'IICto~
1982 ZOX .00os.U 1987 9% .000247
19.5 16:C .000lt51 1911I-1991 11:C .000301
1984 IIX .000501 1'92 'X .000Z47
1985 UX .000556 1993-1994 7X .0001n
1916 1O~ .00027" 1995-1996 'X .000247
"-Intara.t Is calculated a. followlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice IlIuad aftar the tax bacONS deUrMNInt will ~"I'ct an Inte~..t calculation to flit"" USI day.
beyond the data of the a..as'lant. If pay..nt Is .ada afta~ the Intar..t coaputatlon dlt. ~ on the
Notlc., additional Inte~..t .u.t be C.lcuIatad.