Loading...
HomeMy WebLinkAbout96-00429 ~ ..... I " 0 . G) ...... ~ .. 0 . 0 .... '" z ~... No. 21-96-429 Eslutc 01' ~\j;HY r. Ih~I'1\6:';L , I>cccuscd I>EClmE OJo' PROHA TE ANI> GRANT OF LETTERS AND NOW :la:i 30TH 19~, in con,ideration of Ihe petilion on Ihe reverse ,ide hereof, ,"ti,f"clOry proof hllving been pre'ellled hefore lIIe, IT IS DECREED thllt Ihe in'trulllent(') dllted .TllnUnl':,' 2[3. 1')1]7 de,cribed therein be lIdntilled 10 probale lInd filed of record "' the last will of ..__.._._ ~!nrr~r ? Be i tzel "on tn!rinntnl""ll" and Lellcrs lire hereby grunted 10 Della :;. Dcl'tzcl 9.IICI/I-f/ C'. (:fF{v-(~ ;; h .) it/if..,;.1;zzt (, R,gll,cro'WiU(' MARY C. LEWIS FEES Probate, Lellers, Elc. ......... $ 25.00 Short Certificate'll) ..... . .... $ 3.00 Renunci:llion ................ $ X-Pages (3) $ 9.00 JCP TOTAL_$ 5.00 Filed .... ..t:1.~ ~..~~.~!l.'. ~.~?~ ..1.~: ~.q. J. ~ebert Stauffer (J06356) ^ TTORNEY IS.p. Cl. 1.1). No.) :rur~:ct :.Jqunl"'C nIdi;. !:echanie~lmr -, I'll 170t)1) AIlIlRESS 717-7()()-'J673 !'1I0NE 00 C no \r:i ~,?? :'\ ,- t" , . :1:' -: "J r .lJ , ) ~1 -. ....~ (j, ...~::... ",") 1-' ~- -- Ul MAILED LETTERS AND ORDER TO ATTORNEY ON 5-31-96. H\ 1"1 ! If.:I: Illld!l:ltl.! Ulull.,tlt ol,le.ld. ,!L,l~ Ilk,! \~llh lilt .1'1 'I !". \ L' Ii g." d, I" ( 11'11 t 1,01 I"'! II ,.lIll III t II Illi~ Thi" 110 fll HllIly Ih.11 tilt" 1I11H11l1.d 1\111 hi II ,l:l\l'tl I', (. ,[" \! I, I.;l(,.llltq,~llolr." Tilt "flflll,t1II'lldll,ll\ .,\111 III l,oI'~ '1,11,\ 1" "I' WARNING: Ills Illegal to dupllcnte this copy by photostat or photograph. 1'0.1.,1 thl' u'lltlh.llt, $.'(111 .".....--.. - ....l"Of~ ~/-$~\.~' .~:ff:r~\, ~,.,." " \~~. uj ,-, 1:.1: ~ ,il-=: a" ,. '/ll ~~, '.~':' ,~ ~",pi~c . ~~\~/ . EHt ~ ",. ':!a.'!!JW.!!!.-" '1','1\;.' .1 ) '\1; lblt' (''''L'\ l~~' -l~~i\ 1,1\," Hq.;I\II,ll' ':1 3433529 Nil. "l~IU"'" ur COMMONW[ALTtt OF P[NIISYLVAfII". DEPARTMENT OF tlEALTH . VITAL RtCORDS CERTIFICATE OF DEATH Sl~n'U_'" \OC....kl:l"''',.....1II "ILUllVIH~,O-I,,''''1 March 3. 1996 ~. ~CofDl~Lot"T'I,,_,I'" I Harr ""'......_r' , Malo ,189 - 09 - 4808 ".or:IU [)(,\IH..:_"'..___..............M.-I I~ M~ '64.... 0 1tl.lM-". n OOA 0 ::::'11 n ....u._-..II_"''''''.'''' -.. Whl 0 ..........""'.. ,.-...--. F. '-"loIIOIIlU lu..1......' IIItIWlN.IC'.,_ =".0 74 "~" e~nC11ot.'tM ~"'I\'INI ...........0.,- I 8 1 CrR thaal Rd. ",...sOleIOlNTt""''''" u. __aloeu' 'nOD '" n 'l,\ u or.....!!l.!t!L[! (ltC>0'1Oln.H.U'lCllIS1M' .. CUllberla d DLClllllNn"""IoL(lC.(;U'AII'JH ~~_~=~:1:rr 111 a e la tOe ato ."Wate ouIDlNn.......ttOlrOOII-"'''..lu,n-S...,IP~1 Whitcomb At 1nn Twp COli a eLOINn "'NO SOl",,\. SHN......... .....-1 '''' c-...._.Cumbuua.nd 1996 1I.n=~lo'I':'''' THlM'SN-.p.oI.-.....-...-1 " Mabol Mentzer ...~n......IfQ.tUlK"IStM\e-"_'...llPc-l ~B1l.Grnnlham,Ru--Gron N,I{#D~IOt._..e_..."c.-..., 01"_' ,f.hostnut IU 11 CUlIluterY J..Wochanlusburg. pa 1I...,.:.i..utUO'IN;I'l\1yors Funoral Homo n. _ In-.Sl-K..bllll1o.bur ._fA 17055 u__IlM AI\.p,ooCD ",0.,.'..,1 841 Grantham Rd. II Crantham. PA 17027 IATHlIfIlW4fJ'''-'U'' II HarrY E, Boltzol ..U1oWin....."p.I'I.... ~ dllLE....Jl t4tl1lX1Cf0dl(l6l11OH n ...... lile.........D _.....,_"'.0 I~_' OI.CSI*'" _'~Of'l,HfIoN.~"U"'IDflP\JOOH";IIfQ...s"..:" n. ~// _ ,~ 1I1Z66Z= ~ _n..""-'" 1.'...."..""~...I"....'...'toJ.l'......,.......,.....,.1N 11'................_.,.........."'" ,,,,,,,,,,.,,,,,,-. '. >. '...,,1_....... 'M ," IviJt'~CI !!.!- tn1'I('''' :JLIJ '1010'01"'" ... .J-----ifi. 110Ll..h........I.'.r.1...1 .. 7 :00 A. n Mar.IL 3._1996_- II '''''1' ......,.._,... .........-.-....,.........I~..J,....I.. 0<0......."',.-"''''''9 ~..n.......<u..lJ'Ol..r.""Il"....'..r....,"... l....~_<.."'''''.-- A...l7Q27 ue'\IIOJt."",,_,..,.,CGM 17055 ~iil L\. "l!J:...~~tt'.~')...L (lOlL IOtUl...s~C~lIQlIU'UUI '(~'.l ,i . IIW'_'. \:.:::.:::;:;: r..'I....H.. , j \-- ___-1 ,.....U 10"" 'JJI"I o........~......b4'9..IlOII"to<II ....,....~.....-""..._........'.....II llit"". . (,.i..oct, ILt (h.H' ;j III .. ...-"---- \ ~Tl)I("''O'S..(.[,H''.oIQl''...IOlI :~".IOI(,.~~~,l~~~.~1 fIl,..IoLlIt"'S.,MJIIt(.l .."UI"--"" l~n""'I~JO OW\("..IJfCMl1I (JIlJlI,lllf' ~u. i1 n n ~"'~"'''''''","'''' ......... ...".- ".0 ...Ga ".0 ..n ~.. ...ttJI~lu.uo"'IMOIIO"'''' ." =::'::.~.,__. _.,..__~=-=:.:~::'..._. "" _..... ~.=:~~.~ ~~i1~rl'i~~:L.~::M~c~j,~Al1m.. -fLl 0 ~~rW1~~-Hl-ol ""1101_",01,1_1 12.111!.ILL!.1 ('M.:L\l~~\----------- ------- -----,~---~--_. .. -'f!/LJJl.rI % .. ltot'''. I,', 21-96-429 (')(') '0 :Xl C(i7 :Dc, ~ -. ,J> n . ,.., " ~ '-< N OJ " C.. ., . , , - . .. . .:::J (/l S- -:;) . ;.:1 j~~ U1 "t~;..,:" ..'?~~;i~:f~/ ~:;. .'.,< ';l. , , I', ..~. ,.';,~-f~)1_... ,> 'J ~J '-~~i~):l":' ;: ~ ~ .. ~, - ;J!k};', ,~?c~}/,f' ':~i~:h:\:;-_\;/. - 'U.'.<.1~1'>' \;:_' ~...\ ~, . ,',. I', n ?~~l" -t,f!'t,,>\ r-.:..~-.r'\,-~~::.:;'u,' ',_." _'-"_,' ~"'..~.~ ~.,. ,',-.- ,-'<':,~ "-', ,\"#,, :~O': t;1i_c.';i;!.'~~.<, '-' >-',:-,~',,-"'.,'-'.-~P,..:, ,:-',',;3 ... ;{k'";";A'",','<,", '. '~"':':"" ~ () c) -~<.:~;!~~~~r~:). ;~.~':.i, '~~::~,~~~/(.'" ':J~ (~ ",. ..,.~ ',. \. . -'is'' co.' "'11"\ J.'~~11~_/{~~/.;,.::.y.<,~;.'_,.. ' ;'" , .',.~ ~'~ < ~ :', ,"~ _,; \ ll< .i<,S,.',l., ~'."'.,' - .~... .... _..,. _ ..,.. J" ;.t ;;t~~li;:;::f!!i~',:,-,-'{~-, ':,'! -""'~'''-''''';'i'~: J~.;.~.'t. )?:''''~:!'6i:7.r.!''''',,~_' ,.~ ..: _'~-_-,~_l' "\ -.: '\... 4..- \:\.f''''i~...._. \'1"'":1.','.. -. 'I. 1jj'. c'"; Cl r,) ',ir~~r:_:",I~\~~'~J;:-'_'_; .co,,_!_ ~_ ~:':f":";"~'''' I _. ..g ~1 '.r'~1~li\f."{j;:h~:, ~', ~i-l"':J':' ~-->-:'.: -l.:a '~""-:Z~":':\~""'\::<:;" .;>:.".~,...' 'u ''":(: '")(i~..2jl t, ';-'..~.-., 'f', '-'''',Z:'''''fI\ ',n .~. ~' c.~tlA~ ~~'~/-;'\~.:~};,.'i t; <:_'.:h.~~.:. .\~ :; v <t' -..;K,-"'*.,;J,.....1o;T'I~..~."."'I'. ''';'~'., ,~. ~;jp- ''':':1;1.-;01--:.:" "0'. ~-\~ :.~:-:;- ~~';".'~'I ,_ '\. .. . :rN }'f~.~.~/':~.-.~ o~ .~ ~:, i,~ " ':~. '''' 1;J-'t~t::.-,~" I'. J,.... *.'. ' t' '\0' r~J",t..'l' j('~ },l 1: I;1.!':i1,::.t "+t-l:,\'; ..... .',' ~ f;Y"'514--t;' ',1' ~"~"-" ~, ,'~";f~~)'(\'~ ~:~i" '. "j --' i'i', . ._' . , '. ,.~~.:~ ~\~. :~~.~~,~;; ~;.(:. --~.<:(~;~~(:;~.;~ -.'~ ':...~,. " ~i;~Yf...f,.l~'r~t;.:.iT.-_~~.f'T~~~ ;".~"'-" ;,", . , ~W%~ilffi~r;:f.\::::.:~~ " ,. .,",. d', ,', '1.\' .', ;.. -')". -; _, ~n_ :.. .': ,:". . .', !,. .~ .., :- . :::;";~~~~~1 .' "'''J''',,,!!!,,,\ ';~;'I'X~"I"~~~1i '.'-" "" '.;"'~0..~ ,"'\ .: ',~.~" iu;'- -... j,~t,\\.' ":iS~:.IllJ""'~~ "l"~'~' '1r 0":~1:!~ ~. ;').".r:A 0 : l1.;i """ ~'.,~ 0, ,/ :~ t~l"~ I(,*~,\ .-. '.=:-1'.. , .<i, ~- ~~~ . ..;. ,'J" ' ,,\>- of"''''' fi~'11 . ....-..,.,:;.-'r~... f,,:.t _\~J~1..~~ ",>,_,~",Jf"n 'i~~ '~::I'~I."~ ~t,~;:':-:::~~~~:il~~~~ j;~~~~:~j .t; ...." ': ';of'"'-' "~J.l" :".fI't1 ~ > ,""'.'. .'..1'....:.' c'tt..l :f '. ,.'n~):;.~. ';:"1' '1'" . ~ ,'. .~ ~ . '- '" ;,)':jt: . . ~,~I~~fJ~~.~ ''''''-.. Y;...!s:~.,.. ~ "" . .:-~~ \' .:.,-;S~:' .~;,' j .~.....,,,~ N;~;~~'l /" ..-'t ..."IV~'" .:\'~ ~'l .. , .'. '. 'I ,',h.":';' 'i.,r,.. I:;'~ ~ ,,"','. ,', ~, . :.\~~.~.~~~:4~~ _ ;. , . "f' r".. '1'~I:}tt;.;'i" . f, ~~ '\"+~"!J!'f~-k..."',J.' ) '.", ;"''''''''.,J'1~ ."i;. . ~.., ~~'..,;. .t'};,,,>c~;.~~.;2",,.~~1 .' . ""'';''''''1...;:;;~.", ",' l' t. ..-'" '{'f..:-oJ " ~."(". 'u.~'(t":?"..;~,",\, ' , .~" "'}/ <;-. ..... ~ ~ '~, '.,:' --, ~-".' ...~. "i.' '..~,.Z ,'.,-, . 'I -'\ f'..,. r":o:..:.;;r."'}:~ ~ ' -'1. - ,.'; i":: li.';j,,~l;J"!.K'irtit .' ,-... '..""" "';l\.~l'~"'\'{ - ,. ". ;~~..~i..l':-\~~1'/111 ' , .' <. .," ~ '.'-- '1>.;' :.:'~!'~~) ~~ '. {'-. - ~~.: ~. ::, ~:: i/i~y~~.:~t, " ..... . - . ~ 1:< ..... ~, ...:.>,;;! ",,~ ,--'.1 . " ~~ "~.1.:\. .;...:;~~tn't..'" \ .~- ')'h-r' ~~1\f:.'".~1"'~~ "'of'.""/ ..1.-;"'-----'h:"-...'0!i{..~ ;:"':;';:j ;:S;~t'I\;;t;~~~1 '''.''':.''''''.....,;t'~ C' .~':~-,'(~~~.f,::;~~Jq~~ '. '" .J:.-,.-:G1 ."..":.;:!'~;,::;~!!f~;~~~l~fJ~ "'-;~:?.-'~ ,.' .s~ ~j,.~.[i::}lt.;; \ d'" ''', ' 1&.u~,,~,~.'."'i,...~.:"I'.._,.;, J ~i.\~' ~'..-"f'."'k","~..J"'. ~.~i. '~....: ,,'~:: " ,', . i'1l~~~~~;'irz.i,l;.i'i; P"t' ",' ; .' N :t\l.!!.;:'.-'tt"!i.v~_;.;>(J","I: r.. J ''''.., (f)"' .. E-ot' :<t'1&~"~~~i:}iL-:~t~>f' ii~'~.\.~..,-'. ~>'.~::"..:':"~.."';:.<'.:.'..:;~ .'~' ~:o ~;'~k~lt.;~l' '>...;,. '., .',~.:, '., '.," ,E-4" ., . =:: ~ ;iPN.-;...-;:.."tX'.I.~l':,(... :.+~.:;!~;;:-.>,:\. !"-"~' _. ,'.t::'"' 'l>l{"'lJ\I~':;:;'~~;I' "'.' .."..~ r;' fsj. . ~1~~:1 ~~?'~~i~r ~~t1~~lt:: ~.:.:J.:..:,..'...:~.j...:...,.;.,.....~.:.'..'..:. ~;.;.~,..'.;.'E-I.!. -~,,"~~"'.'. ':..~,'.' ,'....... ....... " .. . ~ ~'~""~r'l;':~:$~;'~:-\~#i/' ~ . ~ . _ .~.....~1r:;J)<f~;I.i(.\"!,'s.v ..t~\.1.".",'.-. "'.,.., :J~~~~,;q:;i#..~,.~.;j.~t,'.<.; 't (-I, .., '" 1 .. .. :;;S..~t;'~rfT'>~~ -~.~ '.)..::; ~. ;.:;_i;,;"..~.~.~,:..'.~,~..':,'~";.~./.-~.'.:~;.::-:. ~~l; '~~,.':'- " '~\ft~~::'..~~ ::):~-:;;'",: ~}-~., ~:l~~F..,':--;..",'....~". ~ "., .: ......~~<.....f;.l';{,...'";'(:'r.':;_\~..-! ':'"~:~ ":. ' .,. "~~'~"f....:,:.o..;:~,.~r...,..,...,...,. !j~' ': .,._ . ~~");r.-P-..".~ll....~.. ~... ., l"".1~r_~!.~..~.i~..:., i(<J -_:,':~ , - ~,~;, ~:_";l:'!~.:~l <:" .' ~..;~: :..,. ~ .(, ~l)j~,::~'..:-:'~~~~.: i<;' '<.J ".:- . ~~, :". q'i'."",._","". .. './ " ',. , ., i ""''i.'"I_1':,:' j'-..,' '" , ,,,, _" , ~~"'jt... """.r'~~!'- -e t ,'; r"" ~1~'f'~:~<if~r[~~lt;?l;-,....;..,..~."'" '. '\,...J, '.~ " i:....:f.M~~l;~.t;.r:;;-;.:~..lr.';~.:_.'\..I...', .t~, .',' ~"'-:':::P'~/","".'r( ~'~"'. , .,. 'f \ ~ ",' ...'1i.....~i..;,. ...f......tl~~. ~,',','." :. ~' Ie. '.' 2:~r::~' '.( "",~'~';' _' ,t, '~.. ...-:,' , . .';t;IIA,,'i\J.!J._....,d., ~., ....'\- ,", .. , ,~, , ~,!>'..'r<;",I:"',o....".,., . 1,'".. . ~"\1 ;;-"~'l: ," ~'.,.~:..).J '''t \,~. l . , f' .~~r.~!,iJ~~'7:,'; iO-;.~;'(.: ":"J," j} , . ~...'{\"'J~f. ~~_",:,. '.\.~ 'f ',..1" ". '\::. ..r!.,~-"j::ht... '--:':;" ";-I~:'~\',,(">.' ~.. ~13..n: qf..~":....::.'-<,i~,...,~\t... .'-;,' ^ ;~,' ,2:fjJH'!.c.J.\.',,'jr:;':)i.,.iF.! ',..; ,'" l:'illi1l~~~t~J'fL" . ~;i;';~_\,."'t'!."'J'"';II.,,,(,;.,.,,,,,.,. "!"'''' . ie;7Ji "~r.nV'l:' :;~'":;;"';':'~-:'::;;~;" (;.',~:--~1,;. _ ;.. P1\~~:~:,,,:,;..it., -,';;':.:;:'L.,.:-1r':.:" .'. ','0-; :",~' ., ". ~M~ '~Ff!."'~' ';[', \Jt~,"':'\l,.f ~,."'/' ": ~'~.'" ;~~~,;-.;,;~.,~.:.t; .:-~'...,'; :;.Y,"'l~':, ~ "-, ,J::} : ".." . "J..";i.l', :..-->..."....,~. 'i":" H,.._ '.." . J .. ~ , ~~~ t"~'t;l ~~~~J"'.::~'.~'.:,,-.:" .f'~"": ~ ';-_ ;+.".. ~. ..' =~-M7f.::t-;-r~fA'~'A'!:.. f "it" ". , ~. {11';.'~"':;,{,~!;.>'(. ; 1; ~>4' . ::.... ,: .\..': ' 'l *:"J;;~"i,i"'.~f,-i:~",.,.. I l""~"_" ~"li:;'l'~ . ,~ " ':'''<~''''f;:'t'''~'''''; ,". ", ..: ~ 1:....~ 'J" .,.. '_ . " ,y~"'t.~ :.tkY.l'.Y}':, ~:,\' "f"','J' ',~, it ,"":.0;;,' *'~-'(. '" . 'l~"r -J. I". ,'If.- l ~V':J.vt ~,.) , \ ~l' I \'t'J;,-~,h'il t' 'tl" ;:)n .. ", ' l':!r{;; fl~ '~, ,',,~.- ,~. ; .. ~. ~l~'l'h!,1.t~,""" . . I ... -, , . ,;' ,.f :.}.. '~.l;~ ',..~. '~'. " - :' _ _I (' ,'l,/';\,l"..,~.~"", '': ~ ~ " '. , ;~, "g."o~f ~i :, .\:_..~'1t.'1, j '-'-. , }k$~~:';:~:,:"" ,. .,J. ;\ '. .>' '.' .. "', <'" 'j," ",.-, ., i;' ; \ ~. '-,. ~ . (A) I give and bequeath the SUIll or One ThousLlnd ($1,000.00) Dollat":; apiece to each of lilY grandchildren who LIre living LI t the time 0 f my decease, and di rec t that the Inheritance Tax on suid bequest be paid out or my residuary estate. In the event that any of said grandchildren arc minors at the time, I direct that their share in my estate be deposited in a savings ac- count with 0 local bonking institution until such time as they attain the age of eighteen (18) years, at which time the same shall be turned over to them absolutely. (8) I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to the Shepherds town United Methodist Church, which is located in the Village or Shepherdstown, Cumberland County, Pennsylvania. (C) I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and I~heresoever situate, to my chi ldren, share and share alike, per stirpes. I. . LASTLY, I nominate, constitute and appoint my \~ife, DELLA E. BEITZEL, Executrix or this, my Last Hill and Testament, and in the event my said wife should predecease me, or should she for any reason be unwilling or unable to serve in such -2- capacity, then in such event, I nominate, conBtitute and appoint my son, DENNIS EllGENE BEITZEL, Executor of this, my Last Hill and Testament, in her place ond stead. In this respect also, I direct that the commission of my said son, as Executor of my es- tate, be limited to two and one-half (2~%) per cent., rather than the five (5%) per cent. fee normally paid Executors for their services. IN IHTI1ESS HIIEREOF, I have hereunto set my hand and seal thiB ?rl17-- doy of January, A. D. 1987. I /...;-t " ~, liar ,. ,,)' L ~I /,'. . ~. / ;).~-c.;(;ii F. Beit:tel (SEAL) Signed. scaled, published and declared by the above- named IIARRY F. BEITZEL, as and for his Last Hill and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our nameB as witnesses. I I . '//~~ " . , '. / /, --LJ!~ ,) ",/. t L-- / If /)/! . ~ JJ'C I . 1r..~~~)CL.{L.-' -]- CON~lONHEALTll OF I'ENtlSYLVANIA ) ) SSe COUNTY OF CUHBERLAND I, llAI\RY F. BI~ITZEL, the TeBtator whoHe name is signed to the attached or foregoing ins trument, beinl~ duly qualified according to lat~, do hereby aclmowledge that I sip,ned and exe- cuted the instrument aH my LaHt Hill and Testament; that I signed it willingly; and that I signed it as my free and voluntary act and deed for the purposes therein expressed. S\~orn and affirmed to and acknO\~ledl~ed before me this day of January, A. D. 1987. 28th Hy Commission Expires: September 21, 1987 " ..L" " ~ --~' __ ~ '. .." _ .' h5j:. ../.""....,,7 llotary l'u lic (SEAL) COHNONHEALTll OF PENNSYLVANIA ) ) SS. COUNTY OF CUHBERLAND He, the undersigned, J. Robert Stallffpr and ~larilY.ILJ:;.a.lLE,"1kin ' die-witnesses \'lho:;e names are signed to the a ttacned or foregoing ins trument, being duly qualified ac- cording to law, do depose and say that we were present and saw the Testator, HARRY F. BEITZEL, sign and execute the instrument as his Last Hill and Testament; that the said Testator, HARRY F. BEITZEL, signed the same willingly; and that the said HARRY F. BEITZEL executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Hill as witnesses; and that to the best of our knowledge, the Testator was at the time, 18 or more years of age, of sound mind, and undyr no constraint or undue influence. ) J / /}I ' . -::..:/--t c'-C-' I.' _ ,(;,t, ~ // <: ~ /~, ~ t~7 t:l Sworn and subscribed to before me this 28th day of January,~~7:-- .L2:;1j~ e:r:;Zbl}~1 Ny Commission Expires: September 21, 1937 -/1- - CERTIFICATION OF NO'rICE UNDER RIJLE 5.6(al. Name of Decedent: 'IAI1I1Y p. nfu'r~8L J.!arch 3. 1996 Date of Death: W1l1 No. 1996-00h29 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6{a) of the Orphans' Court Hules was served on or mailed to the following beneficiaries of the above-captioned estate on Juno 3. 1996 ~ Address De 11a E. Be i tzel-B 1 Granthatn Road Grantham PA 1 02 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except liona Date: June 10. 1996 Signaa:-t& e ~~ Name Della G. Beitzel Ii' .1 ;n::> 'olJ Address 841 Grantham Road Grantham, PA 17027 Telephone(71T 766-h87rJ ~t: ,,; 9- d~; Capacity: x Personal Representative . u Counsel for personal representative R(VnOO (J;. l'fHI '" ... )(:!:'" U.... ",o.U :caa U...... 0."' 0. .. I! " / ( . (, ~, (? .... . .: J" INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COUNr~ C(JOE ).2'1(, VEA~ 00h29 tjUMBE~ 1)IUP'll1!l(UMrUII Ap411~!1 I 11 {Jl'l111tIHUI nand (ll'untItUltl, 1'/\ 1"(02'1 (O~~lrAMUU~~ ~li11~~~?i ~J~~1u( I.Qt.!l1 JIOllO-E~ltl1tO 1n Inao1vont on ~~___. ...._ _.__.__~__ I] 3. Remainder Return (for dates of dealh prior 10 12.13.82) lJ 5. Federal estote Tax Return Required ..2.. 8. Totol Number of Safe Deposit Boxe, " 'n;I;~) ;';;i~!].- 1",(,,, "(U'''',;'''''''' ' l(J;l-12-lJl(, I-I 2. Supplflmnnlnl Rlllur" ['J do. fulure Inlerest Cnmplomis" (fa, dalel of dealh ohor 12.12.821 Decedenl Died Teltate r J 7. O~cedenl Mainlain~d a U"ing Trult IAllach copy of Willi (Allmh copy of Trull) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. 20. If line 19 is greater than line 18, enler the difference on line 20. This is the OVERPAYMENT. Ii! 0 ~4 ,,~J;O:;A}(\ -JoltG~ (OMMOHW[Alltlor NtlUSYIYArllA O(PAAIMIHI 01 A[Y(NU( Dfrl 2"U601 tlAAAtS8UAG. rA 111280001 ... 15 a '" L' '" co lJH.IOIIH!I rIAM( IIASI. '1II!oI. MHl Mlili;~(i'~'TI-ill n;~re:~t~r" Enl'!';." F. ~~~~~;.;_~~;;;Q9~ _~'----'16;>~~~~i~:' 1'1 .''''t.~lll \V.""'lO "(lU,r ,,,.,,,".,, I'~~' AlII' """I'll '","All E - fOA OATIS Of DIAlH AnlA 12/31191 CHICK HIAI If A SPOUSAL ' P~OV!~!,Y.S!l,II]Il_ISCLj\IM.rO.,1J ~,.. ,~__.__ fill NUMBIA COMrt( I( MA'WIQ ADOlf !os. I ;al'l~c t :,;'1unro BIde. iloohU111cnb\ll~/) FA 17055 -: .. .~. II) up , ,_u' ~.Q.90 (2) ~___~..._.~_2,.90:I....~5, (3) 0.00 14 I ~._,... n ,__9~. 00 15 I__~____._.__ _o,..9.Q. 161 _~~_____.._._9. 00 171 _____~_~._J!&.Q. "1 2,,281. 25 Dol1n I~;. Boit;::al ---.--. -----_. ~---_..._---- bd I. O.iginal Return o 4. limited e'lale (;'l6. ,... :315 .." ..z 8~ ~~AME ,T. nOjJ'~nrl' :jlrt\liF>'j~;n, llifPtlOpiE UUMBU i\'.r'i~" . 19) ______~_9J.7].5~.00 (101 ~ '_00_'" ~_._~. 00 IB) z a ;::: :5 :> t: 0. .. U W .. I. R.ol Eliot. (Sch.dul. AI 2. S.ocll ond Bond. ISchodul. B) 3. Clo,ely Held Slock/Partnership Inlerelt (Schedule q d. Mortgagel and Noles Receivable (Schedule 0) 5. Ca,h. Bank Deposits & Miscellaneous Personal P.op~rty (Sch.dul. E) 6. Jointly Owned Property (Schedule FI 7. Tlon,I." ISch.dul. G) (Sch.dul. l) 9. Tolol Gran Anets (Iotalline, 1.71 9. funeral Expense,. Admini'lrative COlh, Miscelloneous expenses (Schedule HI 10. Debts, Morlgage liabilities. liens ISchedule I) 11. Tolol Deduction, ('0101 line, 9 & 10) 12. Net Value of esla'e (Une B minus line 111 13. Charitable and Governmental Bequesh (Schedule JI 14. Net Value Subjeclto Tox (line 12 minus line 131 15. Spousal Transfers (for dale' of death after 6.30.941 See In,tructionl for Ar,plicable Percentage on Reverse Side. (Indude values ram Schedule K or Schedule M.) 16. Amounl olUne 1d taxable at 6% role (Include values from Schedule K or Schedule M.) 17. Amount of line 1d 10kable 01 15% role (Include value, from Schedule K or Schedule M.I 18. Principal lox due (Add tax Irom Une, 15, 16 and 17.) 19. Credits Spousal Poverty Credil Prior POlments 0,00 + V.OO + (15) (11) 112) (13) (14) n,_______0.!00 .._= 9,715.00 0.00 0_.00 0&.0 0.00 0.00 z a ;::: ~ :> 0. :oe a U >< ~ (161 ________0,,00__. .06 c (17) _,_,,__, _~_...Jl",9_0,. .15 = 0,00. 0,00 (IB) Discount 0.00 Inlerost 0.00 (19) 120) 0.00 0.')0 Check here II you ore requesting 0 refund of your ovotpaymanf. (21) 121AI (21B) 0.00 ==~~-==- _..._0.0'0 , OJ OQ. 21. If line 19 is grealerthan line 19. enter the differenco on Uno 21. Thi, i, the TAX DUE. A. Enler Ihe inte,est on the balance due on line 21 A. B. Enter Ihe Iota I of line 21 ond 21A on linft 21B. This is tho BALANCE DUE. Make Check Payable 101 Register 0' WlII., Agenl !-;':. ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0( Under penalti~s of perjury. I dedare that 1 have (tusminfld Ihi, relurn. including accompanring Ichedul~, and stalements. and 10 the belt of my knowledge and belief. il i, hue. correc! and compl~te. I declare that allreol estate hos b~en reporled ollruo market vCllue. Declaration 0' preparer olhN thon Ihe penonal represenlative i, based on 011 information of which propar!'r has any knowlrdge. "GNA,""O'''' ,,,,,q'.'~""'o'rG;n,...-- ApOm, 1'11,1 Grnn\;Il!1.1l1 'nand - ~-- OAII ''0 V; .t, 1.t3 ^ .-&~~)'(L~___Ql.'.f\lJj;l1n.ln,_))J1_. 17.Q;;1 ._~__' I 1,-_.'1 ,"o'"'f"r7,m"'1lilVl,/ 'AOO""I:nl'l~ot,.SqUnl,'e Dld,L;." J o~'! . ',~ " ""== llochntHo3b\l1'g,__1'i\_J,70~S_~ 7;/j/91.' Act #48 of 1994 provldol for Iho roductlon of Iho laK ralollmpolod on Iho nol valuo of Iransforllo or for 11111 UIO of Ihe IpOUIO. Tho ralol 01 prelcrlbod by Iho Italulo will bo: . 3% (.03) will be appllcablo for Ollalel of decedonls dying on or after 7/1/94 and before 1/1/96 . 2% (.02) will be oppllcablo for eslalol of docedonls dying on or after 111/96 and before 111/97 . 1% (.01) will be oppllcable for ellalol of docodenll dying on or after 1/1/97 and bofore 111/98 . Spoulal tranlferl occurring on or after 1/1198 will be eKempl from Inhorllance taK. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK tv) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent moke 0 tronsfer ond: o. retoin the use or income of the property tronsferred, ....................................................... b. reloin the righllo designote who shol\ use the properly transferred or its income, ............... c. retoin 0 reversionory interest; or ................................................................................... d. receive Ihe promise for life of either poyments, beneFils or co rei ....................................... 2. 11 dealh occurred on or before December 12, 1982, did decedent within two yeors preceding deoth tronsfer property wilhout receiving adequote considerotioni 11 deoth occurred ofter December 12, 1982, did decedent tronsfer property within one yeor of deoth without receiving odequole conslderolioni....... ..................... .........,.................................... ............. ............ 3. Old decedent own on 'in trust for' bonk occounl 01 his or her deolhi...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . . II~Ulll.. I''', ~.. ~~ I SCHEDULE H I FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND -- MISCELLANEOUS EXPENSES _ _ Ploa.e P,lnl 0' Type ~ [FILE NUMBER :?l-9G-OOJ,,29-3tnto _u ---____u______ ---____h_ 1'J')6-001~29-CoulJty DESCRIPTION AMOUNT COMMOUWUUfI or I'fIHWrlVAUh\ INlllRITANcr 'All: ItflURU R(SIDltH Or(fOr", EsiATEOF - -----------.... ------------..---.-- !U\~H~Y ;;1, Tr.:,~',Pi~EL ITEM NUMBER A. -_._---_._._-~-_._-----_. I. Fune,al Expen.e.. 17;"'01'0 Ii'Utlcl1nl HOlllO, Ille., J"l ;.;. Iintn St., bt\l,[;, Ponno;.-l vania, f'ullornl OJ:POlloon. 6,003.00 liochnni<:n_ ,'. ,,, B. Admlnl.trallve Co.... 4. C. 1. 2. J. 4. 5. 6. 7. 8. 1. Personal Reprosentolivo Commissions - r 0 no Social Secu,ily Numbe, or Personal Represenlolive: Yoar Commissions paid 0.00 2. AllorneyFees J. I:obCl't 3taUl'fol', ;,aq., attol'II0Y'n 1'eo. 75.00 J. Family Exemplion Cloimanl Dolla E. Doi tzel Relolionship lfife Address or Claimonl 01 decedenl's deolh Slreel Address Jhl (h'~~loatl.____ "___ Cily Grantham 51010 PA Zip Code 17027 3,500.00 Probale Fees noC;io tel' of l'lills of Cumberland County, ronna~,.l vania, r,et tel's Ten tamentnry. Mlscellaneou. Expen.e" 1~2 . 00 nogistor of \1111s, 1'11 lnG Insol vont Ponnsyl vania Inheritance T~~ noturn. 15.00 ---------. TOTAL (Also enlor on line 9, Recapilulolion) s 9, 715.00 (If more 'poee I. needed, In.e'l addlllonal .h.." ol.ome .lzo.J , . lit nUllo 11'" ~.~~ .~ ft.( I .'(\ ...... U'f> (O",lolOtlWUllll 0' 'r"'.\".....,,,,, INHUUANCI In I"UIN lI'IOINt OICIOINf SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER 2I-96-001~29-Stut( '___'_' ____!.296- 001 ~29-C oun t y AMOUNT OR RELATIONSHIP SHARE OF ESTATE lIAHIlY F. m:I'l'imrJ .---- ---------------.-----...--.. -.,.-----.--.-.' ---...- .------.-" ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY . -------------_.__._----_._-_.._----~.._--- .-- ..--. ---.-. -.'--" .--------- A. T oltoble Bequln": 1. DolIn E. Doitzol 01,_1 Grnnthmn noud Grunthulll, PA 17027 llifo Entiro E3tate ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Beque"s: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho enler on line 13, Recopitulo'ion) S (If more space I. ""d.d, Inu,' additional .h..,. of lome du) - COHHONW[AI III III 1" NNSYI VANIA O[P"IUIUN' 01 "'VI NUl BUill AU 01 INDIVIDUAL Ullt S DEPT. ;'110&01 tlARRISBUIlC, I" III;'ft-ObOI J:;~~ '4fJ~ NO.21 96-0',29 96129697 08-15-96 f INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE III lhlll I" II UI EST. or HARRV F BEITZEL 5.5. NO. 189-09-4808 DATE or DEATH 03-03-96 COUNTY CUMBERLAND TVPE OF Accourn o SAVINGS o CHECKING [J TRUST [Xl CERTIF . BARRV J BEITZEL 841 GRANTHAM RD GRANTHAM PA 17027 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND co COURT HOUSE CARLISLE. PA 17013 PNC BANK h.u provided the OePllrtllQnt with thll l"forllIlHle" Ilstod belolf which has blum used in clIlculatlng thll pohnU"1 hit dUll. Iholr records Indlcltta Ihnt ilt thll (111.1\11 of tho ,ltlOI/O dQcndant, yoU werll i1 joint ownor/bQnoflclnry of this account. If you 10.1 this InforoatJon Is Incorroct, ploftse oblnl" wrltton corroctlon frail tho flnAnclnl Institution, nttRch a copy to this for~ and roturn it to tho abovII Itddross. This Account Is t".lIble In accordance with tho Inhorltnnco Tn. laws of tho Co~.onwoalth of Ponnsylvania. Quoltlonl .ny bo answered by calling (111) 181-83Z1. COMPLETE PART 1 BELOW . Account No. 21001012693 FILING AND PAYMENT INSTRUCTIONS . . SEE REVERSE SIDE FOR 04-24-92 Oat. Established 10 Insure propor crodIt to your account, two (2) caples of thIs notlco nust acconpany your plly."nt to tho P"glshr of Wills. Hal<o chock payablu to: "Roghhr of "'ills, Agent". Account Salance 10,012.89 Percent Taxable X 16.667 A.ount Subject to Ta. 1, 66B. 85 Tax Rat. X .15 Potentlel le. Due 250.33 PART TAXPAYER RESPONSE COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE A. I~ Iho abavo Infarnatlan and ta. duo Is corract. ~ I. Vau ~ny chao so to ro.lt pay.ent to tho Roglstor of "'ills with two coplos of this notlco to obtain 8 discount or avoId Interest. or you _ay chock bo. ~A" nnd roturn this notice to tho Roglster of willi nnd an official nssoss.ont will bo Issued by tho PA Depart.ent of Revenue. NOIE: If ta_ pay.onts Are .nda within throe (3) .ooths of tho decedent's dato of death, you .ay deduct a 5% discount of tho ta. duo. Any inhoritance ta. due will beco.e delinquent nino (9) nonths after tho date of doath. l- CHECK ] ONE BLOCK ON LV B. c=J The abovo assot has boen or will be rnportod and ta_ paid with the Pennsylvania Inheritance Ta. return to be flied by the docodont's ropresontatlve. c. )2J The nbove Infor_atlan Is Incorrect nnd/or dobts and deductions wero paId by you. You .ust co.pluto PART :2 I and/or PART ~ bulow. PART ~ If you indicate a different tax rate, 7lease state your relationship to decedent: -;~, f. OFFICIAL USE ON LV 0 AAF PA DEPARTMENT OF REVENUE TA}: ru:.URr: CO:::~:';i:'TION ~~ u, T;'~ :m JOI:~i,'i:\:;3i ;.coo:.;::.:; PHU LINE 1. Date Established 2. Account Salance 3. Percent Taxable 4. A~ount Subject to Tax 5. Debts and Deductions 6. A~ount Taxable 7. Tax Rate 8. Tax Due x I c.1 (. /Cr:./~ DEBTS AND DEDUCTIONS K /!- (: ~:. 't' ..) 1 2 3 4 5 6 7 8 CLAIMED On 1 2 3 4 5 . 7 8 PART ~ DATE PAID PAVEE DESCRIPTION AMOUNT PAID TOTAL (Enter on line 5 of Tax Conputation) $ Under penalties conPle~ to the b,st /0'/vU< f) TAXPAVER S!6NATURE of p.rju~y, 1 declare that the of ~y knowledge and belief. ..) ,~- , /, ", / facts I have reported above are true, correct and / ct'j / .;j( GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OfFICIAL TAX ASSESSHENT wlllt '1I'1I11cIIIIIII In'.'''~' hll\ud (In Info,utton SLlb_Ut.d by Ihe U",mel...' In'lltulion. 1. Inh.rltlW1cII t'Ul beCDIlI.' delinquent nine 1II0"lhl "ftur Ihll tJllc.dlln", dllln of dll/lth. 1. A joint account 11 '''./tble IIVlln thOUV'l thll dueechm.', Mill.. Will lidded ,,, ".",Uor of convllnlonclI. ft. Account. I Including Ihou hllld but...." hUlbllnd "nd wlf., which thll tllle.dent put In joint nn.u within ono Yllar Ilrlor to dll.th "rill fully t"~lIbl. n. tran,f.r.. ~. Accounts ..tflblhhlld Jointly b.tw..n hUlbtmd "nd wife 1lI0r. thlln onll yent prior to IInth ",. not ',unblo. b. Accounts held by a dllClldllnt "in trult for" nnother or olhllr. Mil t.unblu fullv. REPORTING INSTRUCTIONS - PART I - TAXPAVER RESPONSE 1. BLOCK A . If the Infor.allan and COllpu'"tlon In th. notlc. ar. corrQct Olnd d.ductlons nr. not b.lng clnl.gd, plac. an "X" in block "A" of Part 1 of tho "ta.pay.r Rospon'e" ,.ctlon. Stgn two cop Ius nnd sub_It thu. with your chuck for th. a.ount of tall to the Roglster of Willi of the county Indlcotud. Ihu IIA DgpMteunt of Ruvunuu will islue an official au.neunt tFore REV~IS~8 EXI upon r.celpt of thu ruturn froe th. Ruyl,tur of Wills. 2. BLOCK B _ If the aSlut speclfi.d on this notic. has buen or will be ruport.d and ta. paId with the PennsYlvania Inheritance ra. Return filed by the decedent's repr.lentative, plnce nn "K" In block "BOO of Part I of the ..tallpnyer Respon'e" suction. Sign one COpy and return to the PA Depart.ent 0' Rgvenue, BurAau of Individual hus, DApt ;o80bOl, lIarrhburg, PA 171cll-ObOI in thll envelope provided. 3. BLOCK C _ If the notice Inforuatlon I_ Incorrgct and/or deductions aru being clalued, check block "C" and couplet. Parts Z and 3 !l~,:~~d!"g t': tnfO I"f~r,-,~~Io". ".1(''' !I:o'" t.,1:' e')"'.. ..... I,...,~lt .h.... ..Ith ~.....~ ~"."" ,..~ th. ".~'J"~ ~f '11" P!t~'!lJ'q t., lto.. D.,::II'::~ of Wills of thu county indicatlld. thG PA Dgpnrt.ent of RuvenuG will Issue an official assessuent (For. REV~IS~II [X) upon receipt of the roturn fro. the RlIgister of Wills. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Entllr NOlE: the date the account originally was established or titled In tho .annGr e.istlng at datu of dGath. For a dGcedllnt dying aftllr 12/12/82: Accounts which thu dGcodent put In joint na.es within on. III yGar of doath are tauble fully as transhrs. 1I0wevGt, thurel 11 an ullcluslon not to u.cud 13,000 pGr transfer.. rogardless of the vlllue of the account or the nu.ber of account' held. If a double astllrlsk (._1 appoars bofore your first na.e In tho address partlon of this notice, the '3,000 eMclusion already has bOGn deducted fro. the Dccount balanCG as reported by thg financial Institution. Z. Enter the total balanCG of the account Including Interost accrued to the date of dGath. 3. the percent of tho account that Is takable far oach survivor Is deter~inGd as follows: A. the percent ta.able for joint assots established aorG than one year prior to tho decGdant's death: DIVIDED BY tOTAL NUHBER OF JOINt OWNERS ElIa.ple: A joint asset registered DIVIDED BY tOUL NUHBER OF X 100 . PERCENt TAXABlE SURVIVING JOINt OWNERS In the nft.G of the dacedent and two othor pGrsons. I DIVIOED BY 3 (JOINt OWNERS' DIVIDED BY 2 (SURVIVORS' . .161 X 100 Ib.1~ (tAXABlE FOR EACH SURVIVOR' B. the percent tallable for assets croated within one yoar of the decadent's dGath or accounts owned by tho dGcodent but held In trust far another Indlvldualts) (trust beneficiaries): 1 DIVIDED BY tOtAL NUHBER OF SURVIVING JOINt OWNERS DR tRUST BENEFICIARIES X 100 . PERCENt TAXABLE ElIa.ple: Joint account registorGd In the na.e of the dGcodent and two other pllrsons and established within one year of dGath by the dGCGdent. I OIVIDED BY 2 (SURVIVORS' . .SO X 100 . SO~ (tAXABlE FOR EACll SURVIVOR) ~. tho a.ount subject to ta. (line ~, Is deter.lnod by .ultlplylng tho account balance tlinG Z' by tho percent takable (1lno 31. S. Ent.r the total of the dGbts and deductions listod In Part 3. b, the a.ount tawabl. Illnu 6) Is detllr.lnlld by sUbtracting the dGbts and doducttons (line ~I fro. the a.ount suojGct to tall (Jlno ~J. 1. Enter the appropriate tall ratll (line 11 as dGternlned below. A. Far date' of dllath occurring aftllr b/30/9~, the tall rntos for transfers to spouses are a, follows: I. Date, of dGath on or after 7/1/94 and beforo 1/1/9S the rate Is 3~. 2. Date' of death on or after 1/1/9~ transfers to spousos will be taMed at O~ ta. rato. Note: For dates of dGath prior to 7/1/94 transfors to spousos aro ta.able at b%. B. Transfers to lineal doscendants including father, 80thor, son, daughter. grandchildren, son-In-law, daughtGr-ln~law, stepchild and their issuo are tallable ~t sill porCGnt (6~). C. Transfers to all others Including brothor, slstor, unclG, aunt, nophew and nleco aro ta.able at flftgen por~ent (IS%I. D. If you change the ta. rnlo, please specify your rolatlonshlp to thG docedont In th. aroa provld.d. 8. the aeount of ta. duo (line 8) Is delllrulned by .ultlplylng the a.ount tallable (1In. 6) by the tnk rnte 111ne ,). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEOUCTIONS CLAIMED Allowable dGbts and deductions are doter~InGd as follows: A. You legally are respon,lble for pay.ont, or the ostato subject to ndulnlstratlon by a personal reprllsontative Is Insufficient to pay the deductible Ite.s. B. You actually paid the dobts after death of the declldGnt and can furnish proof of pav.ent. C. Dobts b.lng clal.ed .ust be ite.iled fully In Part 3. If additional spacG Is needed, u,e plain paPGr II l/Z" Mil". Proof of pay.ont .ay be requ.stod bv tho PA Dopart.ont of Revonue. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE. CONTACT ANV REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF ItlDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) (OHHOHWlAllll Of IIIHHSVIVAHIA IllllANIMlHl 01 NI.Vl HUI IlUNl AU or INDIVIDUAl IUI S DU1T. ,;'80tJOI ItARNIS!lUNC,IIA 1/1,;'B'QbOI r%~ FILE ACN DATE NO.21 96-0',29 96129662 08-15-96 INFORMATION NOTICE AND TAXPAYER RESPONSE ,.,.a.II' ,I' " t\l TYPE OF ACCOUtH EST. OF HARRY F BEITZEL 5.5. NO. 189-09-4808 DATE OF DEATH 03-03-96 COUNTY CUMBERLAND ,~ l_.l SAVINGS [J CHECK ING [:'::1 TRUST IX] CERTlF . TO: DIXIE L RIDER B41 GRANTHAM RD GRANTHAM PA 17027 REHIT PAYHENT AND FORHS REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 PNC BANK has prOllldGd tho Oopnrt""lnt I,lith tho In'or"'lItlon Ihtod holow which hAS bORn usod In cAlculating tho potontlnl tax duo. Their rocords Indicate thAt At thll dlll1th of the ahovD cJflcudont, yoU warn II joint ownor/bor15lflclary of this account. If you 'Gol this Infor.atlon Is Incorroct, pluDse obtaln wrlttGn corroctlon 'ro. the flnnnclal institution, ~ttnch /1 COPY to this for. and roturn It to thG Aboll. addross. This Account is tn.nbl. In /1ccOrdancD with thG lnhorltnnco Ta. Laws of tho (o",.onwol1lth of PonnsvlvAnla. Quostlons .ny b. answ.rod by calling (117) 187-83Z7. COMPLETE PART 1 BELOW . Account No. 21001012350 . . SEE REVERSE SIDE FOR 11-01-88 FILING AND PAYMENT INSTRUCTIONS Date Established To Insuro proper crodit to your Account, two IZI copies of thlt notlco nust ncco.pnny your pAy...nt to thG Register of wills. Hn~o chec~ paYllblo to: "Registar of wills, A9I1nt". PART m 10,002.93 16.667 1,667.19 .15 250.08 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE Account Balance Percent Taxable Anount Subject to Tax Rate Potential Tax Due K NOT[: If tnl( pAY"lInts Bra ..ado within throll 131 "onths of the dllcodent's dato of doath, you ",ay deduct A ~~ discount of thO tAl( duo. Any inherltAnco tn. duo will beco_e delinquent nino Iql "onths aftor tho date of death. Tax x [CHECK ] ONE BLOCK ONLY A. n The IIbovo Inforlllatlon and tA. dUll Is corroct. ~ 1. You .ay chooso to rOllllt pay"ont to tho Register of Wills with two copies of this notice to obtllin II discount or allold intorost, or you .IIY chock box "A" nnd roturn this notlco to tho Roglstor of Wills IInd ar official assoss_ent will b. Issued by tho PA Departlllont 0' ROllenu.. /-\ ; B. L-J The nbovo assot has boon or will be roportod and ta. paid with tho PennsyIVftntA Innerltnnc. TaK roturn to bo filad by tho docodont's ropresentatlve. c. ~ The above Infor.Atlan IWncorroct ...nd/Or. dllbts .lnd deductions ....re paid by you. !, You lIIust co_pleto PARI ~ nnd/or PART ~ billow. . PART ~ T:'~ LINE If you indicate a different ta~,rate. please state your relationship to decedent: U,l,J ,Yh t (' ,'" , n::TUnN CCf~~Ur:'TION C~ -r:,:: m: ..:o::r;','T~U:;T A:C::':::1'::: OFFICIAL'. USE ONLY [j AAF PA DEPARTMENT OF REVENUE 'l ;: '7 " i FAn 1 2 3 4 5 6 7 8 CLAIMED 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 b. Attount Taxable b 7. Tax Rate 7 8. Tax Due 8 x K ! < ~ r / (. C t-.) DEBTS AND DEDUCTIONS PART ~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line S of Tax Computation) . Under penalties of perjury. I declare that the fBcts 1 hBVB reported abov. are tru.. correct and conp~ete to the best o,f my knowledge and bel hf. HOME ) ./ ,. . / WORK () .. /1" ; . . TAXPAYER SIGNATURE TELEPHONE NUMBER DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with ItJlpllcnlll. in'.r.., lI"ud on Infonu.llon lub_ltt.d by the financial Institution. Z. Inhultanca tlU beco... dallnqUlmt nln. aonth. IIfhr the dauilent" data of d."th. 1. A Joint account I. la_able aven though In. dacadanl.' nil.. wal added nl " ..tt.r of convenience. ~. Accounts (Including tho.a held betw..n husbnnd nnd wlfol which the dllcedont put In Joint nil... within on. year prior to d..th ar. fullv t..nble a. tran,f.r., !i. Accounls 8'llIbll&hod Jointly bah...n hu.band And wlf. aor. Ihn" ana VIII't 'lrlor to 1I.llth IIr. not ,,,."bl.. b. Account. hold by . dacadant "In trust for" another or oth.r. nt. tn_nbl. fullv, REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE 1. BLOCK a ~ If tha Infor.etlon and eo.putatlon In th. notlc. Mill corrlllct And dlllductlon. ar. not b.ing clal..d, Iliac. an "X" In block "A" of Part I of th. "Ta~pay.r R.spon.... s.ction. Sign two cop I.. nnd sub.lt th.. with your ch.ck for th. a.ount of ta. to the RllIgI.t.r of Will. of th. countv Indlcat.d. Th. PA D.part..nt of R.v.nUIll will issu. an official n.......nt (for. REY-154a EX) upon r.c.lpt of the r.turn fro. th. P.glst.r of wills. Z. BLOCK B - If the a,..t ~p.clfi.d on thl. notlc. hRs be.n or will bill rDport.d nnd to. paid with the p.nn.vlvanln Inh.rltnnc. ta~ R.turn filed bv the d.cadlllnt's r.pr...ntntlv., ploc. An "M" In block "a" of PArt I of the "ta_pay.r R.,pons." ,.ctlon. Sign on. coPV and r.turn to th. PA Depart..nt of R.v.nu., Bur.Au of Individual Ta.... D.pt Z80bOI, lIarrhburg. PA I7IZ8-0bOI in tha IlInvllllop. provided. 3. BLOCK C - If the not Ie. Infor.atlon I. incorr.ct and/or deduction, at. b.lng clal..d, ch.ck block "C" and COlllpl.t. Part. Z and 3 accordi.,!: te ~.,. I"I~"\.!,:~I~I'" b!:le'" ~la" t.,o cerl.. ,,,,.. ....,.." ,,,.. wi'" ~'""r r:....." f.... ..,. .......~"t ..I t..v ".~,."l. to .... D.~I..... of Will, of the countv Indlcat.d. the PA Oepart.ent of Pevenu. will Issu. an official ass..,.ent (for. REV-1548 EM) upon receipt of the r.turn fro. the R.glster of Will.. TAX RETURN - PART 2 - TAX COMPUTATION liNE I. Ent.r the date the account original Iv was .stabllshed or tltl.d In the .ann.r ..Istlng at date of d.ath. NotE: for a deced.nt dvlng aft~r IZ/IZ/8Z: Account. which th. d.cllld.nt put In joint na.., within on. 11) v.ar of death ar. ta.abl. fully.. tran.fer.. Howev.r, thar. I. an ..clu.ion not to a~ceed S3,OOO p.r transf.re. regardl.s. of th. valu. of th. account at th. nu.ber of accounts held. If a doublll1 astarl.k (__) app.ar, b.fora your first na.e In the address portion of thl. notice, th. S3,000 e~clu.ion alraady has b..n d.duct.d fro. the account balane. a. reportad by th. financial Institution. 2. Enter th. total balanc. of the account Including int.rest accru.d to the date of d.ath. 3. The perc.nt of tha account that i. taxabl. for .ach surulyor II d.ter.ln.d a. follow.: A. the parcont ta~able for Joint a".ts establlsh.d .or. than on. y.ar prior to th. d.e.dant'. death: DIVIDED BY tOtAL NUHBER Of JOINT OWNERS Exa.pl.; A joint as,.t r.glstar.d DIVIDED BY tOTAl NUHBER OF M 100 . PERCENt tAXABLE SURVIV(NG JOINt OWNERS In th. na.. of the d.ced.nt and two oth.r per.ons. I DIYIDED BY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .161 X 100 16.1~ (TAMABLE fOR EACH SURVIVOR) B. Th. p.rc.nt ta.abl. for a,s.t. creat.d within one year of th. d.c.d.nt's d.ath or accounts own.d by the d.cadant but h.ld In tru.t for another indivldual(s) (trust ben.flclarl.,): 1 DIVIDED BY tOtAL NUHBER OF SURVIVING JOINt OWNERS OR tRUSt BENEFICIARIES K 100 . PERCENt tAXABLE ExaMPle: Joint account raglster.d In the na.. of the dac.d.nt and two olher p.rsons and ..tabllsh.d within on. y.ar of death by the d.C8d.nt. I DIVIDED BY Z (SURVIVORS) . .50 M 100 50% (tAMABLE FOR EACH SURVIVOR) ~. The a.ount subj.ct to tax (1In. 4) t. det.r.ln.d by .ultlplvlng tha account balance Illn. Z) by th. per cant taxabl. (1In. 1). S. Ent.r the total of the d.bts and deductions Ilshd in Part 3. 6. The a.ount ta~abl. tlln. 6) Is detar.ln.d by .ubtracting the aebts and d.duc\lons Ilin. !II tro. th. a.ount 'UO).ct to td_ lii"e ..,. 1. Ent.r th. appropriate ta. rat. (line 1) al d.t.r.ined below. A. For date. of d.ath occurring aft.r 6/30/9~, th. ta. rat.. for tron.f.rs to spou... are as foilows: I. Oat.s of death on or aft.r 1/1/9~ and before 1/1/9~ the rat. Is 3%. Z. Oat., of death on or after 1/1/95 tran.fers to spou... will b. ta.ed at 0% ta. rate. Not.: for dat.s of death prior to 1/1/94 transfers to spousal or. ta.abl. at 6%. B. transf.r. to Iln.al dUC8ndants inCluding father, Moth.r. ,on, daught.r. grfmdehildr.n, son-In-law, daught.r-In-Iaw, ,t.pchild and thalt iSlue are lawRbl. at ,I_ p.rc.nt (6%). C. transf.r. to all oth.rs Including broth.r, ,Istar, unci.. ount, neph.w nnd ni.c. nr. ta.abl. at flfta.n p.rcont (15%1. D. If yoU change th. tft. rate, plaa.. .paclfy your r.lationshlp to the d.cedent In the ara. provided. 8. th. a.aunt of tax dug (1In. 81 I. d.ter.lned by .ultlplylng the ..ount tawable (lln. 6) by th. taw ral. (1lna 11. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AIlowabl. d.bts and d.ductlon. ar. det.r.lned as follows: A. You I.gally ar. r..ponslble for pay.ent, or the .,tate subj.ct to ad.lnlstratlon by ft p.rsonal r.pr.sDntativa Is Insufficient to pay the deductible It.... B. You actually paid the d.bt. aft.r d..th of the dee.d.nt and can furnish proof of pay..nt. C. D.bts b.lng clal.ad Must be It..lz.d fully In Part 3, If additional ,pac a I. ne.ded. u.. plain pap.r 8 l/~" _ II". Proof of pay..nt .ay b. requ.,t.d by the PA O.part..nt of R.vanue. 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. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) /' CO"I"IONWlAlTll or IIINNSVIVANIA D[IIART"fNI 01 III VI Nut !UJlUU Of INlllvlnUAI JutS DIP', ;'80bOI tt'''''ISBURC. II" 1/10'1I-0bOI * FILE NO. 21 96,0',29 ACN 96129696 DATE 08-15-96 INFORMATIOH NOTICE AND TAXPAYER RESPONSE Ih-.hlII tl. "\\1 TVPE OF ACCOUtH EST. OF HARRV F BEITZEL 5.5. NO. 189-09-4808 DATE OF DEATH 03-03-96 COUNTY CUMBERLAND :~ SAVINGS ~_~ CIIECK ING ''', TRUST iX~ CERTIF . TO: DENNIS E BEITZEL 841 GRANTHAM RD GRANTHAM PA 17027 REHIT PAVHENT ANa FORHS REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 170J3 PHC BANK hIts prollldlld thll Oopnrtlumt with the inforl'lntion listad below which has buon used In cnlculAttng Ih_ potllntlal ta~ duo. Thlllr rllcords IndlcatA Ih,,' ,,' thQ dllath of thll ilbova dOClldDnt, YOU woro " joint ownllr/bllnllflclary of this account. If you f.1I1 this infor.nllon is Incorroct, ploa,. ob,,,jn wrlttlln carroctlon fro. tho financial institution, "tt~ch n COpy to this for. and 'IIturn it to the "bo"a addtll's. this account is t"~,,blll In "ccord~nce with tho Inhorltance taw laws of tho Co.aonwoalth of Ponnsylvania. Questions aay be answorad by calling 11111 181.a311. COMPLETE PART 1 BELOW · · Account No. 21001012854 . SEE REVERSE SIDE FOR Oate 04-30-93 Established FILING AND PAVMENT INSTRUCTIONS to Insura propar cred! t to your account, two (11 coplos of this notice "ust aCCOMpany your ptly.ent to the Roglstor of "'UIs. Hnke check payeble to: "Raglstar of Wills, Agent". PART m 10,005.56 16.667 \,667.63 .15 Z50.14 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE Account aalanca Percent Taxable Anount Subject to Tax Rate Potential Tax Due x Not[: If taw payaonts are aada within thrae (1) ~onths of the docedont's dato of death. you aay deduct a S% discount of the taw due. Any Inhorltance taw due will boco.e delinquent nino (9) nonths after the date of death. Tax x [ C~~~K ~_I BLOCK ONLY A. c:J the abovo Inforaatlon and taw duo Is correct. I. You .ay choose to ro.lt payaont to tha R091star of "'Ills with two capias of this notice to obtain a discount Dr avoid Interast, or you .ay chack bow "A" and return this notice to the Register of Wills and on official assossaent will ba Issued by the PA nepartaont of Revenue. 8. c=J tho above osset has beon or will be raportod and taM paid wtth the Pennsylvania Inhorltanco taw return to bo filed by tha decadont's representative. C. ~ the abowe Infor.atlon Is Incorroct and/or debts and deductions wore paid by you. You .ust coaplete PARt ~ and/or PlRt [!] below. PART ~ T"~ LINE If you indIcate a different tax r~e. please state your relationship to decedent: . ~', /\. OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE j:'~ :m JC:::":'.'j~u::r :.cCO~mTC ".~ "'" ^" w,- CC:~~Uj:'j:ON ........-.. ",,'''''''1. 1 2 3 4 5 6 1 8 CLAIMED I 2 3 1, Date Established Z. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Anount Taxable 7. Tax Rat. 8, Tax Du. 1/: / ./ , . Co j x " 5 & 7 8 x (II... 0' ( (' . /' " DEBTS AND DEDUCTIONS PART ~ DATE PAID PAVEE DESCRIPTION AMOUNT PAID I I TOTAL (Enter on LIna S of Tax ConputatlonJ $ , . of parJ.ur,~. I ~lara ~h.t the facts I of ~~~ ed andtlief. '-;~t: ,. C i have reported above are true, correct HOME (7' 7 I (J (( 7 - J 9~: / WORK () /' I S (. / - II C :':> L"nHONc NUMheR (/ f /~t) M and <, GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSH[NT ..Ith .1fl11lll..lhltl Inhn." b""wd "" Inln,...,'jo" lub.lltod by tho 'I""nel,,' Inltitutlon, Z. Inh.rltftnCA tall boea... dollnqUlml nln. .o"~hl n'tof tha dIoCllclo"", tI"t. of 1I."lI1. .s. A Jolnt nccount h t,..."blo avo" thouGh th8 dAcedo"t', ""." Wltl mlctAd nl n lMthr "' CIIIIVIUlIIoI1'.. ft. Account. lincludlnQ thOl1l hold b.t...." hUlb,md nnd wlfo' which tlliI d..c:ulhln' put In Joint n.'OIlI wtthln ono ..,..", Ilrlot to duth .r. fully IIU"bl. ". Ira"S'.f', Ii, Accounts ..tnblhhod jointly but...." hu_bllnd ftnd wHu 1III0tll thnn unA v."t prior to (IIMlh ,.tll not tn."b1a. ft. Accounts hold by n dueAdont "In trult for" "nother or olhllf' "f. t,,_lIbl. fully, REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE 1. BLOCK A _ If tha Inforlllatlon nnd co.putotlon in Ihe notice Hre corrQct illld dQducUon' Me nol being chi.lld, place an "I(" In block "A" of Purt I of thll "Tallpnyllr Response" ,ectlon. Sign two copies ilnd sub.1t th.. with your ch.ck for thll a.ount of tall to thll Reghtll,. of Wills of thll county Indlc.,ted, The PA OIlPart.ent of Revenue will inulI nn official Muss.ent (For. REV-l~~8 El(I upon rllcelpt of the return fro. tha Registllr of wills, 2. IILOCK B _ If tha aSSAt spacifhtd on this notice hn bun 0" will bll raportod ilnd ta. paid with tha Pannsylvania Inharitnnca TIlUI Raturn filed by tha dacodant" ropresontatlvo, placa nn "I(" in block "B" of Part 1 of the "Ta.payu" Rosponu" uction. 51Qn ono copy nnd rotu,.n to the PA DIIPart.ent of Ravllnuo, Bur.Au of Individual Ta.es, Dllpt 0'8060l, ,",,.rl"burg, PA 17128'0601 In tho envolope providod. 1. BLOCK C _ If tho notlco Infor_atlon Is Incorrect nnd/or doductlons are bolng clai~ed, chack block "C" nnd co~plete Pnrts 2 nnd 1 ,.~~nrrtlno to t..... inslrucllons bolow. Sian twn roo I"" a.,,, cuhJllt th". wl'l1 v...ur rt,.,rl,. r"r t.... ~..,.l'..t ,.' ...... ~.,......'. to t... D.~I.'." of wills of tho county Indlcatod. Thll PA Dopnrt.ant of Rllvenuo will issue nn official assass.ont (ror_ REV-l~48 EX) upon rocoipt of the ,.aturn fro_ the Rllglsh" of Wills. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Enter HOTE: thll date tho account o,.lglnlllly was establl"hod or titled in thll lIannllr ..Istlng at datil of dllath. For" dllcedont dying afte" 12/12/82: Accounts which tho decedont put In joint na~as within one (11 Yllar of dllath are tl!lllabl. fully 8S tnnslllrs. tloWllvor, therll is an o.elusion not 10 OllClllld "1.000 pe" Iransforao rogardlo" of thll value of Ihll account 0,. thll nuebo,. of accounts hllld. If a doublo asto,.ls~ I..) appal!l"S before your first naee In the addross porllon of Ihis notlco. tha Sl.OOO allcluslon alrlladY has beon deductod frOB the account balanCII as ,.opo,.ted by tho financial Instilutlon. 2. Entll" thll total balance of Ih8 account Including interllst accruod to tho datil of dealh. 1. The pllrcent of the account that is tallable fa,. lIach survivo,. is delorMined as follows; A. The pllrcont taMable fa,. joint assots ostabllshad .oro than one Yllor prior to the doclldonl's doath: DIVIDED BY TOTAL NUMIIER OF JOINT OWNERS EJlBeple: A joint 8UOt reghtllrlld DIVIDED BY TOTAL NUHBER or x SURVIVING JOINT OWNERS In the naee of Ihe doc.dont and two othllr 100 . PERCENT TAXABLE persons. 1 DIVIDED BY 1 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .161 I( 100 . 16.7:(; (TAKABLE FOR EACtI SURVIVOR) B. Thll parcont taMoblo for assllts crol!llad wilhln one Yllar of Iha dllcodllnt's doath or accounls ownad by the dllcodant but hllld In trust fa,. anothllr individual(s) Itrust boneflcll!lrlos): I DIVIDED BY TOtAL HUHBER or SURVIVING JOINt OWNERS OR TRUST BENEFICIARIES I( 100 . PERCENt TAXABLE EMa.pla: Joint account ,ogistored In tha naell of Ihe dllclldent ond two olho,. persons and ostabllshad wllhln ona yoar of doalh by Ihe dllcadllnt. I DIVIDED BY 2 (SURVIVORS) . .50 I( 100 . ~07. CtAXABLE FOR UCll SURVIVOR) 4. Thll aMount subjact to tall (1In. 4) is deto,.elned by Multiplying Ihe account balanca (llna ~) by Ihll porcont laMablo (llna 1). S. Entll" Ihe total of Ihll debts and dllduclions listod In Part 1. b. thll aeount taMabl. Illne &J Is dotor.inod by subtracting tho dobts and doductlDns Iltno ~l frOM the aMount suOlect to t8M lllna _I. 1. Ento" thll approp,.lale taM ,.ate Illno 1) as dotor.lnlld bolow. A. For dales of d.ath occu,.,.lng aft.,. b/10/~4, Iho tall rllllls fa,. transf.,.s to spousos arll as follows: I. Datos of doath on or afte" 1/1/~4 and be for. l/I/q~ Ihll rato is 17.. 2. Dates of death on 0" aftor I/l/~~ transfors 10 spousas will bll ta_od al 07. tall rate. Note: Fo,. dales of dllath prlo" 10 7/1/94 transfors to spouses arll t~_ablll at &7.. B. Transfers to Ilnoal descondanls Including falhor. nothor, son, dAughtor, grandchildren, son-in-lAW, daughtllr-in-law. stepchlld and Ihol,. Inuit are tauble At sill porcont (&%1. C. Transfers to all olha"s Inciudlng brothe", sister, uncllt, aunt, nophew Bnd nioco arll to_obI. at flftoon porcont (1~%1. D. If you chango the tall rato. plllasll spocify you,. rlllationshlp to the docedent in thll aroa providod, 8. 1he oeount of taM duo Illne 8) Is dotereinlld by Multiplying thlt a.ount taMoblll (line 6) by Ihll la_ rat It (line 1). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowablll dobts and doductlons are dlller.lned BS follows: A. You 10gallY are rllsponslblll for paYllllnt. or Iho ostate subJllct to od.lnlstrnlion by a porsonal rllPrasonlolivlI is insufflcillnl to pay Ihe deducUble Ite... B. You actually paid the dobts afto,. dllath of the dllcedonl nnd can furnish proal of paYllant. C. Dobts b.ing clai.lld .ust be Iloellad fully In Part 1. If additional spaca is nlllldlld. use plain papor 8 I/O'" - 11". Proof of pay.ltnt .ay bll reque.tlld by thll PA Dopartellnt of RltvonulI, TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY) .. 'll <3'1)' ,10: : 1).1 .1 0;\ '. ,.", '... i~ ~.' N ~) ",,' if.1 ~, (J')." .......'i \ ro ',n ... , .' ;m )~ .... '-, J~"' ... :,1 <J:' . 0.. .., l.:l .. CD ~. :;1:., -" II ,'. ./1 " t '. ~~ ~... '", ,r .... .... ;:~'" 1_' a: r.;.. .'";: .... :t~ ~~J ...... - :=O~ll ~ , .- .. oJ j ',t ,.J' ) i:i .) r ~: " , ',I "_.l <; ~.~ .. ~. )~:-(; h - ,"" ' ~ . - oJ. J ..) J -.l ._) . ..... ~J \~~,~ ,) ...\" ~ .<) ~s l'--.. , " . \ "" '\l '~ ~\ ._ ..a \ ,.,j I. I ,>l (f1 ," I" '. I'~ I' (I r' ... '.1. ~ ! } " .- .._ f -. .---' ~~ ~"-'--"'M"~. 4-'.'1V ..~.. .., 0". COHHOHwt &lIlt 01 III NHsvt VANIA DlIlARIHIHI 01 RI VI NUl BUREAU Of INDIVIDUAl lAltl S DlPt. lBObOI IIAIlIUSBURC, III 111....0"01 ~ INFORMATION NOTICE AND TAXPAVER RESPONSE NO.21 %,0',29 96129682 08-15-96 FILE ACN DATE 111-1,.11111'" t" TYPE OF ACCoutn :J SAVINGS iJ CHECK ING iJ TRUST [Xl CERTlF . EST. OF HARRY F BEITZEL 5.5. NO. 189-09-4808 DATE OF DEATH 03-03-96 COUNTY CUMBERLAND VERNON L BEITZEL BOX 64 841 GRANTHAM RD GRANTHAM PA 17027 RENIT PAYNENT AND FDRNS TO: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE. PA 17013 PNC BANK hno .,.vld.d Ih. D.."I..n' .ith Ih. Inf....tI.n ",I.d b.I.. .hl,h "". b..n und In <o1,ul.tln. 'h' ..,.ntl.1 ,.. du.. ",.1, ",..d. Indl<ol. Ih.1 ., 'h. d..'h .1 I". .,".v. d.<od.nl. v'u .... n J.ln' ..n"'b.n.lId.,, .f 'hi. ","un'. I' ,.u f..1 'hi. Inf.,..'I.n I. In,.""" .1.." .blaln .,I,I.n ,.".,II.n f". Ih. fln.n,lal In.'I'u'l.a. .,Ia,h . ,.., ,. 'hi' f.,. .nd ,,'u,n I' .. .h. .b.v. add"'" Ihl. a".un' I. ,.,"" In .".,d.n" .llh Ih. Inh.,I'an,. la' I..' .f Ih. c....n...llh nf ..nn,,'v.n'., Questions ~fty be ftn~~.rod by calling (1111 lBl-.521. COMPLETE PART 1 BELOW · · Account No. 21001012780 . SEE REVERSE SIDE FOR Data 01-10-93 Eshblished FILING AND PAYMENT INSTRUCTIONS to In~ure proper credl t to your account. two (ll caple. of 'ht. notice ~u.t nccO~pftnY your p"y~ont to 'he Regts'er of Wills. Ha~. chock poyable to: "Register of wlUs, 19.nt'.. PART m ~ 10.028.25 16.667 1.671.41 .15 250 .71 TAXPAVER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE Account aalance P.rc.nt Taxabl. Anount Subject to Tax Rate potential Tax Due Hon: II ta_ pay..nts are .lId. within thr.. (1) ~onths of tho deced.nt.s date of death, you oay d.duct a ~X discount of the tn_ duo. Any Inheritance ta_ duo will beco.. delinquent nino (~) ~onths aftor tho dllte 01 death. K Ta. K A. r=J tho above Infor~atlon and ta_ due I. correct. I. ,.u .., ,h"" ,. r..I' ..v..nl I. 'h' ...1.'" .1 ulll, .llh ,.. ,..1.. .f Ihl. n.,I,. I. .b,.ln . dl.,.un' ., .v.ld In'.,"" ., ,.u .., ,h'" b.. ... .nd ,,'u,n Ihl. n..I,. I. 'h' ...1.1., .f willi and an official n.......nt ~111 b. I~sued by the PA Dep8rt~ent of R.venue. [CHECK -, DNE I BLOCK _I ONLY .. L:J lh. ab.V' a.'" h.. b..n ., .111 b. ,.p.".d and 'a. ..Id .llh 'h. ..nn,,'v.nl. Inh.,I,.n,. la' ,.'u,n to b. fU.d bY the deced.nt's npresontatlvo. (.}/ C. ~ lh. .baV' In..,..'I.n I. In,."'" .nd'.' d.b" and d.du,ll.n. ..,. ..Id. b, V.u. You ~u,t co~plete PlRt ~ and/or PAAt ~ below. PART ~ If ~ou indicate a different tax rate, ple.se state ~our relationship to decedent: ,- -,/\ N OFFICIAL U~E OIlLV 0 AAF PA DEPARTMEIl~,.OF REVEIlUE ~.n ...... 1'.".~ C~: ~C:~:T.'in~ST :'CCCC~IT:: cr 1 Z 3 X 4 5 & 7 X 0: nETcn~: - COHrUTATION 1. Date Established 2. Account Oalance 3. Percent Taxable 4. Anount Subject to Tax 5. Debts and Deductions &. AnDunt Taxabl. 7. Tax Rate 8. Tax Due 1 2 3 4 5 6 7 8 CLAIMED ,," TAY. LINE ,.s4'-./ /{ IJ /, {I/.. ; /{'.(J. )~ DEBTS AND DEDUCTIONS PART @ DATE PAID PAYEE DESCRIPTION AMOUNT PAID , TOTAL tEnter on Line 5 of Tax Computation) end hav. report.d above ar. true, correct HOME (.5'IL') t1 C 1 "I'.f:r 7 WORK ( ) TELEPHONE HUMBER der panaltlas 0 perjury, I declare that tha facts I at. to t~. ...best f.~_k~owledge and beUef. (1M' ,/< :.l'l'1,.t C TAXPAYER SIGNATURE /1 /l'& he, D E 1. FAILURE TO RESPONO WILL RESULT IN AN OffICIAL TAX ASSESSHENT .It" o,.,.II,.h1' 'n.....1 h...d nn 'n'n,..II.n .ubaUhd by the f I"anclal tnlUtulton, Z. Inh.rltance ,,,. hoeo..' dal1nfluent nine lIIon'hl aftur the IIOUII18'1". dItto nf 11.,.th. S. A Joint nccount h ta."b18 avan though the decadant" n,,". WII' ndlllilll n~ .t .",lttlr of convwnlnnt.. .. A"ounll IIn<ludln. ...... h.ld b.I...n hu.b.nd .nd .It., .h"h ,h. .,.u.'.n' pu' In join' n.... .lth'n nn. ,." ,.dn, '0 duth fir. fullY tn.nlllo ,n t,an,f.r'. ,. A"ounll ....bll.h.d Jo'nll' b,'...n "".b.nd nn. .11. .0.. lhon on. ,.., ,..10' '0 d..'" .,. no' 1...b1.. 6. Accounts hold by a dacodant "In trult for" "nothar or otho" rlr. tn."blo fully. GENERAL INFORMATION l. ",0" A . l' .h. Inlo,..lIon nn. ,o.pul.llon In .h. noli" ". '0"'" .n. dn.u,lIon. ",. no' b.ln. <1.1.... pl." nn ",V 'n .10" "A" 0' 1'''' I 0' .h. ",..pn," ...pon.." ...lIon. SI.n ..0 ,01'1.. nnd .ub.I' .h.' .lIh '0.' ,",,' 10' ,h. ..oun' 0' .., '0 ,h. ...1.'" 0' will. 0' ,h. .ount, Indl..t... 'h. pA D.p.,t..nt 01 ..,.nu. .111 I...' .n 01'1...1 ........nt (for. REV-l~4a EX) upon racoipt of tho return fr08 'ho Ragl".' of Will,. REPORTING INSTRUCTIONS" PART 1 " TAXPAVER RESPONSE z. alDCK a . I' .h. ....t '1'..111.. on thl. no' I'. h.. ...n 0' .111 .. ,.po,t.. .n. 'n, p.ld .I.h tho p.nn.,.,nnl. 1nh.,lton.. !a. .,'u,n III.. ., tho ."...nt'. ..p....n...I... pI..' .n "K" 'n blo,' ..." 0' P.,t I 0' tho "'''P'''' ...po..... ...lIon. SI.n on. .0P' .n. ,.tu,n to tho pA D.p"".n' 0' ....nu.. au...u pI 1n.I,ldU.1 ,..... D.pt .."01. ,,,,,I...'.. pA lIm.'''1 I. tho anvelop. provided. 3. alOe' C . l' tho not'" Inlo,..tlon I. 'n.o"." .n.'o' ......Ion. .,. ..Ing .1.1.... ,h'" .'0" "CO .n. ,o.pl.'. 1"'" , .n. 3 ",co,aln, .. 'h. l."t.-..,"o.. t.:... "'. too.. ,0P'" .." ,..,It \I.... .1\1. ..'" ..,.,.... t:.. ......, .: ,.. ,.,.C:. .. ".. ..,1.... 01 Will. 0' .h. countv In.l<ftt... Ih. pA D.."...nt 01 ....nu. .111 I..u. .n off 1<1.1 o.......nt IFo.. .[V-l'" EX' upon m"pt of tho return fro. tho Rogistor of wills. TAX RETURN " PART 2 " TAX COMPUTATION LINE 1. [nt.r the det. tho account originallY was established or tltlad in the .anner __lstlng ot date of death. NOI[. Fo" ......n' .,Ing .,.., I'/IZ/'" A"oun" .hl,h tho ..,...nt put In Joint n.... .Ithln on. II' ,..r 01 ...th .,. .....1. lully .. .,.n."'" Ho....'. th." I. .n ..,lu.lon not to ..,... .'.0" 1'" t,.n.I.,.. ,...,.1... 0' tho ..Iu. 0/ the account or the nuaber of accounts hold. If . .0u.l. ..t.d., In' 'PP"" ..'0" ,0.' II..' n... In tho ....... po,tlon 0' .hl. nolleo. ,h. ".00' ....u.lon already has b..n deducted froo tho account balance 85 roported by tho financial institution. Z. Enter tho total balanc. of the DCCDunt Including lntor.,t accrued to tho date of death. S. The porcent of tho account that 1. taxable for each survivor Is detor.lnod BS follows: A. The p.rcent taxable for joint allots established .or. than ono yonr prior to tho decodent's death: DIVIDED av TOTAL HUHBER OF JOINT OWNERS [.aopl.: A joint assat r.glst.rad 1 DIVIDED BY 1 (JOINT OWNERS) DIVIDED BY Z tSURVIVORS) . .1&7 )( 100 . l&.n: lUXABLE FOR Hen SURVIVOR' DIVIDED BY TOTAl NUHBER OF X 100 . PERCENT UXABlE SURVIVING JOINT OWNERS In the na.a of the d.c.d.nt and two oth.r parson.. .. Th. p.".n' '....1. '0' ....t. ,r..'.. .I.hln on. ,.., 0' tho ..,...nt'. ...th 0' ."oun" o.n.. ., tho ..,...nt .u. h.l. in trust for another Indlvldualt.) ttrust b.naflclari.s': 1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES X 100 . PERCENT TAXABLE [...pl.: Joint ..,oun' ,..l.t.,.. In .h. n... 0/ .h. ..c...n' .n. ..0 oth.' p.,son. .nd .....,I.h'. within on. V..r 0' ...th ., the d.cadant. 1 DIVIDED BY Z (SURVIVORS) . .SO )( 100 . SO% tTAXABlE FOR EACH SURVIVOR' .. Th. ..oun' ...j.ct to .., Illn. ., I. ....,.In.. .y .ul"plvlng tho .,count ..Ionc' tlln. " ., tho p.,c.n' t....,. Illn. 3'. s. [nt.r the total of the d.bt. and deductions li.ted In Part 3. .. Th. ..ount .....1. II'n. ., I. ....,.In...' .u..r..tlng tho ..... .n. .....tlon. Illn. ,. "0' ,h. ..oun' .u.J.,. '0 t., Illn. ... 7. Entar the approprlat. tox rate (Iina 7) as d.t.rained balow. A. for dat.s of death occurring aftlr &/30/94, the talt ratn for trllnsf.r. to spousas are as follows: 1. Datas of daath on or aft.r 7/1/94 and bafore I/1/9~ the rate is 1%. Z. Date' of death on or after l/l/9S transfers to spouses will b. talt.d at 0% talt rata. Hot.: for dat.. of death prior to 7/1/94 transfers to spouse. are taltabla at 6%. B. Transf.rs to Iln.al dascendont. Including father, aother, lon, daughter, grandchildren, son-In-taw, dIlUght.r.ln-low. st.pchlld and their ISlue are tllltllble lit silt perunt (&%J. C. 1"."",'0 011 oth.,. Inclu.lng b,olh.,. .1.'.', .ncl.. .un'. n.ph.' ... ni.'. .,. t....l. .t Ilft..n p.".nt 11''-'. D. If you chllnge the talt rat., pleas. spacifY your relationship to the decedent In the area provided. .. Th. ..oun' 0' t., ... Illn. ., I. ..t.r,'n..., .ul'lol,ln. tho ..oun' t....I. Illn. ., ., tho t.. ,.t. Illn. ". CLAIMED DEDUCTIONS " PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowllbl. debts and deduction. are det.raln.d as follow': A. Vou ,...11' .,. ,..pon...I. /0' p.,..nt, 0' tho ..t... .u.J." to ...Inl..,.tlon ., . p.,.on.1 '.o,...nt..I.. I. In,,"I.I.n' to pay the deductible It.... B. You actually paid the debts aft.r d.ath of the dacadent and cftn furnish proof of pav.ent. C. D.... ..In. ,1.1... .u.. b. 1...1". 'ullv In P.,t ,. 1/ ...ltlon.1 .p.,. I. n...... ... pl.ln p.o.' · 11'" . 11". 1"00' 0' pavaent aay ba reque.tad by the PA Daparta.nt of Revenue. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) CDHHOHVfAlIIl Of IIIHH5VtVAHIA blPAIIIHfHI Of IuvnfUI IUflUu or INDIVIDUAL lAltlS DlPI. 110'01 HARRISBURG, PA l1UI'O,OI * !.,., . I INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 9612(.0(.0 DATE 06-20-96 1..1\0111". II '" EST. 01' HARRY F BEITZEL 5.5. NO. 189-09-4808 DATE 01' DEATH 03-03-96 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST ~ CERTlF. BARRY J BEITZEL 841 GRANTHAM RD GRANTHAM PA 17027 REHIT PAYHENT AND FORHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 "EAIDIAN BANK has provided the nepart.ent with the Infor.,.tlon listed below which hili blllln u'lId In calculating the potentl.1 tax due. Their record' Indicate that at thll dllath of the abovll dllcedent, you were II joint owner/ben.'iclary of thl. account. If you f..l thl. Infor..tlon Is Incorrect. pilla.. obtain written correction frail the financial Institution, attach II copy to this for. and r.turn It to thtl above addr.... Ihls account Is tn_abl. In accordanc. with the Inheritanc. II\x law' of the Co..onwulth of Pannsylvanla. Qu...li...,1I ~., bJ ..l1.i.lluvJ~, c::.1,;..... =;~;~ ,':'; .::.:.... FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELOW Account No. 4003501469 . SEE REVERSE SIDE FOR Doto 10-07-93 Esbblished To Insur. propar credit to your account, two (l) copies of this notlca aust acco.pany your pay.ent to the Ragl.ter 01 wills. Haka ch.ck paYable to: -A.glstar 01 Wills, AII~t-. . . PART [!] 10,022.70 16.667 1,670.48 .15 250.57 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE Account a.lanc. Pe,.c.nt Taxabl. Aoaunt Subjoct to Tax R.te Potenti.l T.x Du. K HOTE: II tax pay.~ts .ra .ad. within three e}) aonths of the decadent.s date of d.ath, you .ay deduct a ~~ dhcOU'tt of the tllll du.. Any Inheritance tall du. will b.co.. dtIllnqu.nt nln. (9) aonths after the date of death. To' x [CHECK ] ONE BLOCK ONLY A. c=l The above Infor..tlon and tax due is corr.et. 1. You eay choos. to re.lt pay.ent to the Register of Wills with two cop Ie. of this notlc. to obtain a dl.count or avoid Int.re.t. or you .ay check box -A- and return this notlc. to the Realster of wills and an official fts.e....nt will b. Issued by the PA nepart.ent of Aevenue. B. c=J The above as..t ha' b..n or will b. rllported and tax paid with the Pennsylvania Inh.rltanc. Tall r.turn to b. filed by tha decedent's repr...ntatlve. on c. ~ The above Inforaatlon I. I~corract and/or debts and daductlons were peid-bY you.~.' , You IlUSt coaplot. PART 0 and/or PART m below. If you indicate a diffo,..nt t~x.r.t., pl.... stat. you,. ,..hUonshlp to doced.nt: ~;/"> " 9FFICIA~~,USE ONLY 0 AAF, DEPARTH~ilT OF REVENUE ' 1 J PART ~ TAX RETURN - COMPUTATION LInE 1. L.lM EstabllshMd 2. Account aalance 3. Pa,.cant T.xabl. 4. A~ount Subject to T.x S. Debts .nd Deductions 6. Anount T.xabl. 7. Tax A.t. 8. r.x Du. PA OF TAX ON JOINT/TRUST ACCOUNTS x . , (, ~. ~ . . .., PAD 1 2 3 4 5 6 7 8 CLAIMED -.1 . ~:.' 2 3 4 5 6 7 8 t.o ...., '-:.' ,..: .....',.. x H(, /(.?J(~ I r!',. PART ~ DATE DEBTS AND DEDUCTIONS PAID PAYEE DESCRIPTION AMOUNT PAID Und.,. penalti.. of coaplet. to the b.lt of .,d'),c.~~<- ), TAXPAYER SI~NA~URE I I TOTAL CEnt.,. on Line 5 of Tax Conput.tlonl p.~ju,.y, I docl.,.e that the fact. I n, knowl.dg. and b.li.f. ~ . it. j t: I I I . h.ve ,..po,.tad above .,.. t,.u., car,..ct and HOME (': 1") ;.' .;.; ~'.~:.; , WDRK ( ) TELEPHONE NUMBER " S/ll 'I G DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHEHT with ""plluble inhrut bUed on Inloru\lon ,ubaltled by lhe financial Institution. 1. Inheritance t.. beea... delinquent nine .onlhl ftftat the decedent', dAti of death. S. A Joint ACCount I. ,..Bbl. evan though 'hi dacldant', "".. wa. lidded ftl . ..tt.r of convenl.nc.. 4. Account. (Including tha" held between husband and wlf.) which thl dacld.nl put In Joint na'.' within on. Y'.' prior to d..th at. fully ,...al. a. ttftnlf.r.. 5. Account! ..tlbl hhed Jointly batwa.n husband and wlf. aor. than on. 'Uar prior to duth lit. not \II_rlbl.. 6. Account. held by . dlced.nt "In (ru.1 tor" nnothat or other. "t. t../lbl. fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A . If the Infar.atton and co~t.tlon In the notlc. .t. corract And deductions are not baing clnl..d, place an ~XW in block wAw of Part 1 of the ~fa,payer Re.pon'.~ lectlon. Sign two caples nnd lub.lt the. with your check for the a~t of tall to the ReQlster of wills of the county Indicated. The PA Depart.ent of Revenue will Inue Itn offlcla. 81.....ent CFor. REV.l~~8 EX) upon receipt of the return fro. the Register of will.. Z. BlDCK B _ If the a.set specified on this notice has been or will be reported and tall paid with the Penn'Ylvanla Inheritance Tall Return filed by the decedent's representative. place en RXR In block ~BR of Part I of the RTa.payer Re,ponleR .eetlon. Sign one copy end return to the PA Depart.ent of Revenue. BurllllU of Individual fau.. Dept Z8060l, Harrisburg. PA 11118.0601 In the envelope provided. S. BLOCK C _ If tha notice Infor.atlon I. Incorrect and/or deduction. are b.lng clal.ed. check block RCR nnd co.plete Parts Z and S .'.....oi:.\.. ~.. '.:,_ lIH......:~!..nJ, t.lf,.... :>:c:-. t".... ..:.P:.J &:..1 :;..t;:t tt...~ ..:1:'1 .....r :"1~,"j,.: '..r t~,. :;.ceur.t "f h.: ~r...r.:'h to: ~:;. ;,:.;1:~~.' of wills of the county Indlcahd. The PA Deput.ent of R.venue will Is.ue an offlcl.1 ........nt Cror. REV-1S48 [X) upon receipt. of the r.turn froe the R.gl.t.r of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Enter the data the account originally was a.tabll.had or tltlad In the .annar alll.tlng at data of da.th. NOTEs for a decadant dying aftur 12/12/811 Account. which the decadent put In joint n.... within ona CI) year of d.ath are tanble fully a. tran.hrs. However, thare Is an ucluslon not to ellcelld n.oao p.r transferee regardle.. of tha valua of the account or tha nuabar of account. held. If . doubla .st.rllk (..) appa.r. bafore your flr.t n.ee In the addre.s portion of thl. notlca, the '5,000 allclu.lon alraldy has bean daductad froe the account balance a. reportad by the financial Institution. Z. Entar the total balanca of the account Including Interast accruad to the data of d.ath. S. The percant of tha account that I. ta.abl. for .ach survivor Is d.tar.ln.d as follow'l A. The percent t.xable for joint a...ts established .or. than one year prior to the dac.dant.s d.aths I DIVIDED BV TOTAL HUHBER OF JOINT OWNERS EXBapl.1 A joint ....t reglster.d DIVIDED BV TOTAL NUHBER OF X 100 . PERCENT TAXABLE SURVIVINC JOINT OWNERS In the naee of the d.c.dent and two oth.r per.on.. I DIVIDED BY 5 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .167 X 100 - 16.7~ (lAXABtE FOR EACH SURVIVOR) B. Tha p.rcent tallable for a...t. cra.ted within ona yaar of the docad.nt.s d.ath or accounts own.d by the d.cadent but held In tru.t for anoth.r Indlvldual(.) (trult b.neflclarle.)s I DIVIDED BV tDTAL NUHBER OF SURVIVING JOINr OWNERS OR TRUST BENEFICIARIES x laD . PERCENT TAXABLE Exaapl.s Joint account reglstared In tho naa. of tha d.c.dent and two other p.r.on. and a.tabllsh.d within one year of daath by the d.cad.nt. I DIVIDED BY 2 CSURVIVORS) . .SO X 100 . ~O~ (TAXABLE FOR EACH SURVIVOR) 4. The aaount Subject to tax Ulne 4) Is d.t.reln.d by aultlplylng the account balMCe Cline Z) by the parcant tallable ClIne 3L S. Entar the total of the dabts and deduction. II.ted In P.rt 3. '" T'" _If'l. ...v.....l. (11"... 1.1 Is d...tar.l"ed bv subtractlno the debt. and deductions (lIne S) fro. the a.aunt subject to tax (lIn. 4). 7. E~tar tna =~;r:~rlat. t~ rate (l~~c /) a. deta:.lr._: balo.. A. For dat.s of d.ath occurring aftar 6/50/94, the tax rat.s for trftn.f.r. to spousa. ara a. follow.: 1. Dates of death on or aft.r 7/1/94 and before 1/1/9S tha rate 1. 3~. Z. Datas of danth on Qr aftar 1/I/9S tran.fers to spous.. will be ta.ed at a~ tall rata. Notes For dat.s of death prior to 7/1/94 tran.fars to spous.. are ta.able at 6~. __ B. Tren.hrs to lineal d.sc.ndants Including fathar. aother. son, daughter. grandchildren, .on.ln-lftw, dllUghtar.ln.law, stepChild end th.lr Inue are te.ebl. at six parc.nt C6~). C. Transfar. to all others Including brothar, slst.r, unci., aunt, n.phew nnd nlllca are ta.able at flftaan perc.nt (IS~). D. If you change the tax rete, pl.as. specify your relatlon.hlp to the d.cadont In the ar.a provldad. II. The aeaunt of tax due (line III Is dat.r.ln.d by aultlplylng the ".ount t".Rbl. t lIn. 6) by the tall rate (line 11. CLAIMED DEOUCTIONS - PART 3 OEBTS AND DEDUCTIONS CLAIMED Allowable dabt. and daductlon. are dat.raln.d as follow.: A. You I.gally are r..ponsIble for pay.ent, or the .stata Subject to adolnl.tratlon by . p.r.o"nl represantatlva Is In.ufflcl.nt to pay the daductlble It.... B. You actually paid the d.bts aftar d.ath of the dec.d.nt and can furnish proof of pay.ent. C. D.bts baing claleed au.t b. It.elzed fully In Part 1. If additIonal spaca I. "..d.d, UI. plain paper 8 1/2" x Ilw. Proof of pay.ent eay be raque.ted by the PA D.part..nt of Ravanu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV 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. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OfFICIAL TAK ASSESS"ENT with ftPpllc:ftbla Int.rut b...ed 011 Infor..llon .~lttlHl by the UnMeI.' Inltttutlon. Z. tnh.rl~InC' tl. baea... delinquent nln. aonth. a,t., Iha dle.dant', data of death. S. A Joint ltCC~t I, ,...bl. .",.In though the dlcadent" n,," wn added ftl a .athr of (:on"."I."cI. 4. AccounU (Including tho.. held b.t...." hUsband and .,lIll which thl dlcedent put In Joint na... ..Uhln ona 'I"" prior to d..th .r. fully ".able a. trenl'.r.. 5. Acc~unt. .,t_bl.shad Jolntlv b,t..,." husband and wlf. lor. thftn on. y..r prior to d...th .r. not 'a.abl,. 6. Account. held by . dlcadent "In truI' for" anothar or ot~r. ar. I"..ble fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1. BLOCK A a If the Infor..tlon and co~t.tlon In the notlcl ar. corr.et find deductlonl ar. not baing clal..d, pl.c. en .X. In block -A. af Part 1 of the -la.pay.r R.spons.. I.ctlon. Sian two copl.1 ftnd lub.lt th.. with your chack for th. a.aunt of taM to the Raglst.r of Wills of the county Indlcat.d. Th. PA C.part..nt of RlIv.nu. will Illue an official allell.ant (For. R[V-1548 ~X) upon racelpt of th. r.turn fro. the R.gilt.r of Will.. Z. BLOCK. _ If thtl asut Ipeclflad on this notice has baen or will b. raported and ta. paid with the PeMlylvanl. Inh.rltance TaM R.turn fllad by the decad~t'S rapr.lantatlve, plac. an .X. In block -a. of Part 1 of the -la.payar RelPonla- I.ctlon. Sian one copy and return to the PA C.Pllrtllent of R.v.nue, aurel'lu of Inc:llvldual Ta.... O.pt i"80601, Uarrhburg, PA 17lZ8-0601 In the envelop. provld.d. 3. BLOCK C _ If the notice Infor.atlon II Incorrect and/or dedUctlanl ere being clel.ad, check block .C. and cOllplet. Pllrt. 2 end 3 ~~~::!''!I_: t.. t;.... t..,t"v-=t,...,. b.'..... ~I:" ...... ..t'l~,.. ...... '1....-1. ...... w!'" ~'"I'" r....,... I..,. .... to...,,"' "' ..... r........1. 'n ..... D.CI.'." of will. of the county IndIcated. Th. PA C.part.ent of Ravenue wIll I.sue an offIcial al..lleent Cror. REV-I~~8 EX) upon rec.lpt of tha return frail the R.gister of MUll. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Entar the date the account origInallY we. eltablllhed or titled In the .annar exlltlng at date of death. HOTEs For a decadent dylna .fter IZ/I21aZ: AcCOuntl which the decedent put In Joint n.... wIthin one CI) y.er of daath ar. taxable fully as transfers. How.ver, th.re Is an e.elutlon not to excead U,OOO p.r tran.f.,..a r.gardleu of the value of the account or the ~r of account. h.ld. If a doubl. atterltk (ww) app.ar. before your flrtt "... In the addr... portion of thl. not Ie., the $3,000 a.clullon already hat been deducted fro. the account balanc. as r.ported by the financial In.tltutlon. 2. Enter the tot.l balance of the account Including Inter..t accrued to the data of death. 3. Th. p.rcent of the account that I. taxlble for each .urvlvor I. dater.lned as follow'l A. The percent taxable for Joint a..ats established 1I0ra than one year prIor to the decedent't da.ths 1 DIYIDED BY TOTAL HUHBER Of JOINT OWNERS Exaapl.s A Joint asset registered CIVIOED av TOTAL HUHBER Of X 100 . PERCENT TAXABLE SURYIVING JOINT OWNERS In the naae of tha decedant and two other par tons. I. the p.rcent taxable for alsatl cr.ated wIthin one y.ar of the decadent's death or accounts owned by th. decadent but hald in tru.t for another IndlvldualCs) (trust b.nefielarlel)l 1 DIVIDED IV 3 (JOINT OWNERS) DIVIDED BV Z CSURVIVORSI . .167 X 100 . 16.7X (TAXABLE FOR EACH SURVIVOR) 1 DIVIDED BY TOTAL HOHlER OF SURVIVING JOINT OWNERS OR TRUSl BENEFICIARIES x 100 . PERCENT TAXABLE [xBllPle, Joint account regl.tar.d In the n..e of tha d.cedent and two other person. and establlst.d within on. yaar of d.ath by the d.eedent. I DIVIDED BY Z (SURVIVORS) . .SO X 100 . 50le (TAXABLE FOR EACH SURVIVOR) 4. The eaount .ubJect to ta. (lln. ~) I. detaralnad by aultlplylng the account balance Cline Z) by the percent taxable (llna 3). S. Ent.r the total of the debts and deductIons llst.d In Part 3. 6. The ..ount taxable (line 6) Is deteraln.d by subtracting the debts and deduction. (line S) fro. the aeount subject to taM Clln. 4). 7. ~tl:~ t~~ e=~l':;td:,~. ~1~ r"~~ nll'.a 1~ ':': :!:~:a:-.l,.~~ t:~lc\'. A. For dates of d.ath occurring aft.r 6/30/94, tha tax rates for tran.fers to spoula. ar. a. follows: I. Dat.s of d.ath on or after 1/1/94 and b.fore 1/1/95 tha rate I. 3~. 2. Oatas of d.ath on or after 1/1/95 trantf.rs to Ipouse. will be ta.ed at ax taM rat.. Notal For dat.. of d.ath prior to 7/1/94 transfers to Ipoules ar. taxable at 6X. a. Transfer. to lineal dalcendants Including father, aoth.r, son, daughter, grandchildren, Ion-In. law, daughter-In-law, stepchild and their 1.lu. are taxable at sl. parcent ('Xl. C. Transfers to all others Including broth.r, slstar, uncia, eunt, nephew nnd nlec. are taxabla at flft.en parcent (I~:CI. D. If you chang. the tax rat., plaa.. .peclfY your relatlon.hip to tha dacedent in tha area provided. a. Tha a.uunt of tax due Cline 81 Is d.teraln.d by aultlplylng the aeount taxabla Cline 61 by the taM rate (line 71. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debt. and d.ductlons ara d.teralnad e. followss A. You l.gallY ar. responsible for pay.ant, or tha e.tata lubJect to ad.lnlstretlon by a p.rsonal rapresentatlve i, In.ufflclent to pall' thfl deductlbl. It..s. a. You actually paid the d.bt. aftar d.ath of the dacedent and can furnish proof of pay,ent. C. Dabt. b.ing elal.eeI IlUlt be It..lzad fully In Plitt 1. If additional Ipace h ne.dad, uu plain paper a lIZ. II. 11". Proof of payeent al'lY b. requested by the PA aepartaant of Revenu.. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAX PAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) CCHHOHWUlTH OF PENNSYlVANIA DEPAATHtNT or R(VU'J[ aUREAU Of INDIVIDUAL TUts OCPT. 180601 ttARRISauRC, PA 11126-0601 * 'IJC/ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 - '-/1. 96124041 06-20-96 1I1-I"IlIlI' .'-"1 TYPE OF ACCOUNT o SAVINGS C CHECKING o TRUST 00 CERTlf. EST. OF HARRY F BEITZEL 5.5. NO. 189-09-480B DATE OF DEATH 03-03-96 COUNTY CUMBERLAND DIXIE L RIDER 841 GRANTHAM RD GRANTHAM PA 17027 REHIT PAYHENT AND fDRHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HERIDIAN BANK ha. provided tho Depart.ent with the Infor.atlon lhtod bolotl which ha. b..n und In calculallnQ the pol.nll.. I.. du.. Ih.lr r.cord. Indlc." 'hol 01 'h. d.o'h o. 'h. obo,' d.e.d.n'. ,ou ..,. 0 Join' o.n.r'bon.'lclor, o. thlo occoun'. If you f..l thl. lnfor..tlon I. Incorrect, plea'. obtain wrltt.n correction fro. the financial In.tltutlon, attach III C~py to thl, for. and r.lurn II to 'h. obo,' .ddr.... Ihl. occount I. ,..ob'. 'n oceo,done. .Ith tho (nh.rl''"c, 10' .0" of 'h. Co..on..olln o. P.nn.v',onlo. __.,....,Jo .., b. dll_.-.11"~ iI' "d:':... ::"::": :-::,-::::-. FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELOW Account No. 4003579044 . . . SEE REVERSE SIDE FOR 11-05-93 10 In.ure propor cr.dlt to ~our account, two (2) caple. of thl. notlco ou.t acco~any your pavoent to the ROQI.tor of will.. "ake chock pavabl. to: "Regl.ter of Will" Agent". Data Established PART ill 10,030.74 16.667 1.671.82 .15 250.77 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNEHT BASED ON THIS HOTICE Account Balanca Par-cant Taxabla Amount Subject to Tax Rata Potantial Tax Dua x H01[: If tax pay.ent. aro .&do within thr.. (1) oonth. of tho d.codent', date of d.ath, you .ay dedUct a 5~ dl,count of tho tax duo. Any Inh.rltanc. tax duo will b.co" delinquent nln. Iq) .onth. after tho date of doath. T.. x [CHECK ] ONE BLOCK ONLY A. 0 Th. abo". Infor.allon and tax due h corr.ct. I. You .ay choo,. to re.lt pay.ent to the AeQI.ter of will. with two caple. of thl, notice to obtain a dl,count or avoid lntore.t, or you .ay ch.ck be. "A" and r.turn this notlc. to the Register of Will, and an official a"o,s..ot will b. Is,ued by the PA Copart.ont of Ro"onu.. B. c=l The abo". a"et has beon or will b. roported and tax paid with the penn,yl"anla Inh.rltanco T.. ruturn to be fll.d by tho decodont.s repre.entatl".. C. ~ Th. above Infor.atlan I' Incorroct and/or dobt' and doductlon. were paid by you. You oust co.plote PART ~ and/or PARI ~ b.low. PART If you indicata . dHfar.nt taf\ rata, pla~sa .!tata your rz1 ral.tionship to dacadant: tJ.ll,. ';' b "I....~. ;' ~ ,1/ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. U.ta fstablishad i 2. Account Balanca 2 3. P.rcant Taxabla 3 M 4. AMount Subj.ct to Tax 4 S. Dabt. and Daduction. 5 6. AMount Tax.bla 6 7. Tax Rata 7 X 8. Tax Dua 8 ." ,. IAL"YSE O!WP 0 AAF PA DEPARTMENT OF REVENUE '".' PAD T-;'; ~ 1 2 3 4 5 6 1 /{\{'. '< I 8 DEBTS AND DEDUCTIONS CLAIMED I -.J N.?! )'1.. l.t ;'1 0\ ~~~ :.. (,(. PART ~ DATE AMOUNT PAID DESCRIPTION PAVEE i I I I $ PAID I \ TOTAL lEntar on Lina 5 of Tax Computationl Undar panaltia. conplata to tha ba.t . . - / ~~. f./. - -, . TAXPAYER SIGNATURE of parjury, I daclara that tha facts I hava raportad abova ara trua, corract and of MY knowladga and baliaf. HOME ( ) WORK ( -; ) TELEPHONE NUMBER DATE I, GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with I\PPllcabl_ lnt.r..t ba'ld on 1"'ot...lIoo IUbIIlU.d by thl Onenela. Institution. Z. I~rlt~. tlX been..' dallnqu.nt nlna .on'hl aft.r thl dICldlnt', data 01 d..th. S. A Joint .ccount I, t..abl. av.n though thl decadent', n.... "I'll ftddad ... a ..ttar of convenlenc.. ~. Account. (Including tho.. held b.tween husband and wlf,1 which thl dlcadent put In Joint na... within onl y..t prior to d.ath .t. fully t..abl, al 'r.ntl.r., S. Acc~t. .,Iebllshad Jointly batw.en husband and wlf. aot. than on. y..t prior to d.ath .t. not ,..abl.. 6. Account. held by . dlcadent ~In trust forM another or othar. at. t..abl. fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1. BLOCK A _ If thl Infor.atlon and co~t.tlon In thl notlcl ar. corr.et nnd deductions at. not baing el_l,ad, plec. an .X. In blrck "A" of Part I of the .laMpay.r R..pon.a" ..ctlon. Sign two cop I.. and subalt tha. with your ch.ck for the a.aunt of t.. to the Ragl.t.r of Will. of the county Indlc.tad. Tha PA Dap.rt.ant of Rav.nu. will I..u. an offlcl.l .......ent (For. REV.1S48 E.) upon rac.lpt of the r.turn fro. the Raglster of Will.. Z. BLOCK I . H the ....t specified on thh notlce has b.en or wUI b. nport.d nnd tn p.ld with the P.nn.ylvanla Inh.rltence t.. R.turn tiled by the dec.dent.. r.prasantatlva, placa an "X" In block "I" of Part I of the "fa.pay.r R.spon.." s.ctlon. Sign one copy and r.t~rn to the PA Dep.rt.ent of Ravlnu., Burlau of Individual TaMa., Dapt Z10601, Harrl.burg, PA 171ZI.0601 In the .nv.10Pa provIded. s. BLOCK C . If tha not Ie. Inforeatlon I. Incorract and/or d.ductlons ar. b.lng clel..d, chack block "C" and co.plat. P.rts Z and S .ccordlna to the Instructions b.low. SIQn two cool.. and sub.lt th.. with your ch.ck for tha aeount of taM "~~abl. to the Raol.tar of Wilts of the county Indicated. Th. PA D.p.rt..nt of R.vlnu' will I..ue an offIcial ........nt CFor. REV-IS~I EX) upon r.c.lpt uf the r.turn fro. the R.gI.t.r of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LlHE 1. Entar the date the account orIginallY wa. ..tabllshad or tltlad In the .enn.r ..Istlng at d.t. of d.ath. NOTE I For a dee.dant dying aftar lZlIZlIZ: Account. which the d.c.dant put In Joint n.... within ana Cl) y.ar of d.ath ar. ta.Bbl. fully.. tran.f.r.. How.v.r, th.r. I. an a.clu.lon not to ..c..d tS,OOO p.r tran.far.. r.gardl... of the valu. of the account or the nuabar of account. h.ld. If . doubl. a.t.rl.k (..) .ppear. bafor. your flr.t na.. In the addr..' portion of thl. notice, the tS,OOO ..clu.lon alraady ha. baan deducted fro. the account balanc. .. raport.d by the financial In.tltutlon. Z. Ent.r the tot.l balanca of the account Including Int.r..t .ccruad to the date of d..th. S. the p.rcent of the account that I, t..abl. for ..ch survivor 1. d.t.ralned a. follow.: A. The parcent ta.abl. for Joint ....t. a.tabll.h.d aor. than ana y..r prIor to the dee.dent.. d.ath: 1 DIVIDED IV tOTAL h\JH!EA OF JQINT OWHERS E.sapl., A JoInt ....t r.gl.t.red DIVIDED IV TOTAL HUMBER Of' X lOa . PERCENT TAXAILE SURVIVINC JOINT oWNERS In the na.. of the d.c.d.nt and two oth.r par.on.. 1 DIVIDED IV S (JOINT OWNERS) OIVIDED IV Z CSURVIVORS) ".167 X 100 . 16.7X CTAXABlE FOR EACH SURVIVOR) I. The p.rc.nt t..abl. for ....t. cr..ted within on. Ylar of the dlc.dant'. d.ath or account. owned by the d.cedent but h.ld In tr,.t for anoth.r IndlvlduaIC.) Ctru.t b.n.flclarl,,)1 1 DIVIDED IV TOTAL NUMBER OF SURVIVINC JOINT OWNERS DR TRUST BENEFICIARIES X 100 . PERCENT TAXABLE E...pl'l Joint account r.gl.t.r.d In the nea. of the d.cadent and two oth.r p.r.on. and ..tabll.hed within on. yaar of d..th by the d.c.dent. 1 DIVIDED IV Z CSURVIVORS) . .so X laO . SO~ CTAXABLE FOR EACH SURVIVOR) ~. Th. IIItOI.nt .ubj.ct to t.. Clln. 4) It dehraln.d by eultlptylng the &CCDU'lt balanc. UJna Z) by the parcent t.Mabl. Uln. 3). S. Ent.r the total of the d~t. and deduction. ll.t.d In Part S. 6. Th. aaount taxabl. (line 6) I. d.t.ralned by .ubtractlng the d.bt. and d.ductlon. (lIne 5) fro. the a.DU'lt Subject to ta. (lln. 4). 1. E,'\tar t,..... pt:;It'~rlt.t. ':Ui ratl air,. 11 .U (lc':traln..!:: :>:11(;.... A. For dat.a of d.ath occurring aft.r 6/30/94, the t.. rat.. for tranlf.r. to .pou.a. ar. .. follow.' 1. Oat.. of d.ath on or aft.r 7/1/9" and b.for. 1/1/95 the r.t. I. 3~. Z. D.t.. of daath on or aft.r 1/1/95 transf.r. to 'POUI.' ...lll b. tax.d at OX ta. rat.. Not.: For data. of d.ath prior to 7/1/94 tran.f.r. to .pou... ar. ta.abl. at 6X. I. Tranlf." to lineal d..candant. Including f.th.,., .other, son, daughter, grandchildren, .on-In.lItw, daught.r.ln.law, .t.pchlld and their I..ua are taxabl. at .1. p.rcant C6~). C. Tran.f.r. to 811 oth.r. Including broth.r, .I.t.r, unci., aunt, n.ph.w and nloc. ar. taxabl. at flft.an p.rcent (IS~). D. If you chenge the tax r.t., pl.... .peclfY your r.latlon.hlp to the dee.d.nt In the .r.a provld.d. a. The aaount of tax due Clln. I) Is d.t.r.ln.d by eultlplylng the ..aunt ta..ble elln. 6) by the te. rat. Clln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allow.bl. d.bt. and d.ductlonl .r. d.t.relned a. follow'l A. You l.gal1Y ar. r..pon.lbl. for p.y.ant, or the ..tat. .ubjact to adalnl.tr.tlon by . p.r.onal repr.s.ntatlv. I. In.ufflclant to pay the d.ductlbl. It.... a. You actu.lly p.Jd the d.bt. aft.r d..th of the d.c.d.nt and can 'urnl.h proof of p.y.ant. C. D.bt. b.lng clalBed .u.t be It..lz.d fully In Part S. If addltlon.1 .pac. I. n..ded, u.. plaIn pap.r I l/Z" . II". Proof of pay..nt ..y be r.qua.t.d by the PA D.p.rteent of R.v.nua. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327, TDD' (717) 772-2252 (HEARING IMPAIRED ONLY) , .'.:;~."-".' . . " !:c " I , I ~ \ \ \ \ \ \', ( a '. ~ -~. J " _:q::l ~A;" .~ ... :l~ ~c:s] ~~5 c:s ; , , .. .~ .'-J <) .' .,\ -~~ ~ . j .~ ) , '\.. oJ ,,l C~~ ',j ~ '" ~ "' "'~' '-J " "<J '7'-..\..'G'. ~>., 1 ,I ~ ~ ' l:;j -i "-.} 'j ,j 'oJ ~.,. ~ i --l .) -. ., ..) '.-' ~ , .} ) "-\ ...... ....... '::,,0'.' .. I ,.,' ~. O']\j "", ~I :..i fi:) 'I ))ll ~ - - --.-.- .' ~ t . " l , ) ,. .' t.', ; i , . , -- .. -.~A.91. - __ .~... .'1--0 PURPOSE OF NOTICE I P'V~ENh REfUND (CR)I .' 0U To fulfill the requlre..nt. of S.ctlon 21~0 of the Inherltanc. and [.tat. ra. Act, Act 22 of 1991. (ll P.S. S.ctlon 21~0). D.tach the top portion of thl. Not Ie. and .ub.lt with your pay..nt to the Regl.ter of wills printed on the r.v.r.. .Id.. .. Hake check or .oney order payable tal RECISTER Of WILLS, ACEHT. All pay.ent. received .hall flr.t be applied to any Inter..t which eay be due. with any r...lnd.r applied to the t... A refund of a tax cr.dlt. which was not requ..t.d on the tax return, .ay be reque.ted by coaplatlng an "Application for Refund of Pann.ylvanla Inherltanc. and E.tat. Ta." (REY-I1I]). Application. ar. avallabl. at the Offlc. of the Ragl.t.r of Will.. any of the 2] Rav.nue DI.trlct Office. or by calling the .peclal 2~'hour an.werlng ..rvlce nueb.r. for for.. ord.rlng: In Penn.ylvania 1-800-]62-20S0, out. Ide p.nn.ylvanla and within local f1arrhburg ar.a (111' 781-809~. TOO' (111' 112-2252 IfI.arlng I.palred Only). OBJECTIONS; Any party In Int.re.t not .atl.fl.d with the apPral....nt. allowanc. or dl.allowance of d.ductlonl or a....s.ent of tax (Including discount or Int.r..t' a. .hown on thl. Hotlce .ay obj.ct within .Ixty (60) day. of rec.lpt of this Notice by: --written prote.t to the PA D.part..nt of R.v.nue, Board of App.al.. O.pt. 281021. f1arrlsburg. PA 11128-1021. OR --.l.ctlng to have the aatt.r det.r.lned at the audit of the account of the p.rsonal r.pr.s.ntatlv.. OR .-appeal to the Orphans' Court ADHIH- ISTRATIYE CORRECTIONS I DISCOUNT: PrNALTYI INTERESTI factual .rror. dlscov.red on thl. as......nt .hould b. addr....d In writing to: PA D.parta.nt of R.vanu.. Bur.au of Individual Ta.... ATTNI Po.t ASI..s..nt Rlvl.w Unit. DEPT. 280601. Harrl.burg, PA 17128-0601 Phone (111) 187-6S05. See page ] of the bookl.t "In.tructlon. for Inheritance Tax Return for a R..ld.nt Oac.d.nt" (REV-ISOl) for an e.planatlon of adalnl.tratlv.ly correctabla .rror.. If any tax due I. paid within thr.. I]' cal.ndar .onth. aft.r the dec.d.nt'. d.ath. a five p.rc.nt e5X) dl.count of the tax paid I. allow.d. The lSX tax aan..ty non-participation p.nalty I. coaputed on the total of the tax and Int.r..t as..s.ed, and not paid b.for. January 18, 1996. the flr.t day after the end of the tax a.n..ty p.rlod. Thl. non-participation p.nalty I. appealable In the ...e .ann.r and In the the .a.. tl.. p.rlod a. you would app.al the tax and Intere.t that h.. b..n .......d a. Indlcat.d on thl. notlc.. Int.re.t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy. or nine (9) aonth. and on. el, day fro. the date of death, to the data of pay..nt. Tax.. which b.ca.. dallnqu.nt before J.nu.ry 1. 1981 b..r Intlr..t at the rate of .Ix 16XJ p.rCant per annu. c.lculated at a dally r.t. of .00016~. All tax.. which b.c... dellnqu.nt on or aft.r Janu.ry I. 1982 will be.r Interest at a rate which will vary fro. cal.ndar y..r to cal.nd.r y.ar with that r.t. announc.d by the PA Depart.ent of R.venu.. the appllcabl. Inter..t rat.. for 1982 through 1996 ar.: V.ar Int.r.,t R.t. D.ily Int.rnt faclor .....r Interut Rat. Dally Intar.st Factor 1982 lOX .ODOS~8 1981 9< .0002~7 198] 16X .000418 1988~1991 I1X .D001Dl 198~ llX .OOUOI 1992 .~ .D002~1 1985 UX .0001S6 199]-199~ 7~ .DOOI92 1986 lOX .000Z7~ 1995~1996 9< .0002U ulntarut Is calcul.ted .. follow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR --Any Hotlce I..u.d aft.r th. ta. beco... dellnqu.nt will r.fleet an lnt.re.t ealcul.tlon to fifteen CIS) day. b.yond the data of the ........nt. If pay..nt I. .ad. after the Int.r..t co.putatlon date .hown on the Notle., addltlon.1 Int.rut IN.t be calculated. DNO. AA 146600 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~j.~,O ~ 1I\l1l62111~'''1 RECEIVED FROM: i ACN ASSESSMENT r:'I CONTROL ~ NUMBER AMOUNT DELLA E DEIT2EL OOX 64 841 GRANTHAM Rono GRANTHnM. PA 17027 r~6124042 $100.12 ESTATE INFORMATION: I:t FilE NUMBER lIlI 21'-1996-0429 EJ NAME OF DECEDENT (lAST] II DATE OF PAYMENT EJ POSTMARK COUNTY S5N 189-09-'.800 (FIRST) --(Mil DATE OF DEATH REMARKS m TOTAL AMOUNT PAID ..100 12 OELLA E DE ITZEL CW SEAL CHECI<11 5577 RECEIVED BY J SIGNATURE REGISTER OF WILLS ~lARY C. LEWIS REGISTER OF wILLS I , ,. --". -', ----,. .-'---..- '.-.,. '- -",..__.'"--_.~ \---..-.''---=-~..~..- ";', .' ," , - . ---~ _ __,__~H_._"~~. ~,.:i'....-':" I 0'-: /C.(_~ - (), .' c REV-1548 EX AFP 112-951*1 COMHONWEAltH or PENNSYLVANIA DEPARtMENt or REVENUl BUREAU or INDIVIDUAL tAXES . DlP'. lBObot HARRISBURG, PI 11126-0&01 NOTICE OF INIIERITANCE TAX APPRAISENENT, ALLOMANCC OR OISALLOMANCC OF DEDUCTION., AND ASSCSSNCNT OF TAX ON JOINTLY IICLO OR TRUST ASSCTS DATE 09-30-96 ESTATE OF BEITZEL HARRV F DATE OF DEATH 03-03-96 COUNTY CUMBERLAND FILE NO. 21 96-0429 S.S/D.C. NO. IB9-09-480B ACN 96124042 DENNIS E BEITZEL 841 GRANTHAM RD GRANTHAM PA 17027 REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Anount R."t t ted CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:isiis-E)f-AFii-iiif:ijsj------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-30-96 ESTATE OF BEITZEL HARRY F DATE OF DEATH 03-03-96 COUNTY CUMBERLAND FILE NO. 21 96-0429 TAX RETURN WAS: S.S/D.C. NO. 189-09-4808 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96124042 FINANCIAL INSTITUTION: MERIDIAN BANK ACCOUNT NO. 4003501170 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 08-23-93 Account Balance Percent Taxeble X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 10,011.64 0.166 l,66B.64 .00 1.668.64 .06 100.12 NOTE. TO INSURE PROPER CREDIT TO VDUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAVMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT DATE 08-06-96 RECEIPT NUMBER AA146600 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 100.12 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 IS LESS THAN '1. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. VOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I 100.12 .00 .00 .00 uo PURPOSE OF HOnCE: To fulfill the requlr...ntl of Sactlon ll~O of the Inheritance and Estata Tax Act. Act ZZ 01 1991, (12 P.S. Sactlon ZIUJ. paYHEHT: a.tach the top portion of thl. Not Ie. and sub.lt with your pay..nt to the Raglstar of Will. printed on the ravu.. ,Id.. .. "aka chack or .onay order payabl_ tOI RECISTER OF WilLS, ACENT. All pay..nts r.calved shall 'Ir,t ba applied to any Intar..t which .ay ba dua, with any r..alndar applied to the tax. REFUND (CAll A r.fund of a tax cradlt, which was not requa.tad on the tax r.turn, 8ay ba requa.tad by co.platlng an "Application for R.fund of Pennsylvania Inheritance and [stat. Tax" (R[V-1313J. Application. ar. avallabla at tha Offlc8 of the Raglster of Willi, any of the 21 Rav.nu. District Offlc.s or by calling the sp.clal 24-hour answ.rlng ..rvlc. nu.b.rs for (or.s ord.rlngl In P.nnsylvanla 1-800-362-Z050. outsld. P.nnsylvanla and within local Harrisburg arn (111l 781-8094, TOOl (717) 772-ZZ5Z Ulaadng I.palr.d Only). CSJEC1ICNSl Any party In Int.r.st not .atlsfl.d with the apprals..ent, allowance or dlsallowanc. of d.ductlons or as......nt of tax (Including discount or Int.rest) as .hown on this Notice .ay obJ.ct within sl.ty (60) days of r.celpt of thl. Notice bYI ~-wrltten prot.st to the PA Depart.ent of Revenue, Board of Appeals, a.pt. 2810ZI, Harrl.burg, PA 17128-1021, OR ..elactlng to have the .att.r d.tereln.d at the audit of the account of the personal repre..ntatlve, OR .-appeal to the Orphan.o Court AO"IN- ISTRATlVE CORRECnOHS: F.ctual error. dlscover.d on this ........nt should b. .ddrelsed In writing tal PA aepart.ent of R.venue, Buraau of Indlvldu.1 Ta.... ATTN: POlt hu.u.nt Review Unit. DEPT. 280601, It.rrlsburg, PA 1112&-0601 Phon. (717) 787-6505. Se. page] of the bookl.t -In.tructlons for Inheritance Tax Return for. Resident Decedent- IREV-ISOI) for an e.pl.natlon of ad.lnl.tratlvely correctabl. errors. DISCOUNT: If any ta. due I. paid within three (3) c.l.ndar .onth. afler Ihe decedento. d.ath, a flye p.rcant (S~) discount of the tac paid Is allow.do PENAL TV: The IS~ t.. aane.ty non-participation penalty Is coeput.d on the total of the tax and Interest assesled, and not paid before January 18, 1996, the flr.t day after Ih. end of the tax a.ne.ty periOd. This non-participation p.nalty I. appe.labl. In the sa.. .ann.r and In Ih. thl la.. tl.a p.rlod as you would appeal Ihe t.. .nd Inler.st Ih.t hal b..n ..s....d .. Indlcat.d on this notice. INTEREST I Inlere.t I. charged blglnnlng wllh flrsl d.y of dellnqu.ncy, or nln. (9) .onlhs and one 11) day fro. the dal. of d.alh, to the date of pay..nt. Ta... which blen.a delinquent b.for. January I, 1982 bear Intere.t at Ihe rate of six 16%) p.rc.nt per annul calculaled at a dally rale of .000164. All ta.e. which b.ca.e delinquent on or after January I, 1982 will bear Interl.t at a rale whleh will vary fro. cal.ndar Ylar to cal.ndar year with that rat. announced by the PA Depart.enl of Rev.nue. Th. appllcabl. Int.re.t rat.. for 198Z through 1996 arol V.ar Inter..t Rale Dally Int.re.t Factor 1982 1983 19&4 1985 1986 --Inter..t 20~ 161: Ill: U~ 10~ I. calculal.d a. .000S48 .000438 .000301 .000356 .000214 follows: Vear Inte,ut Rat. Dally Inlerllt Factor 1987 .~ .000241 1988-1991 11% .000501 1992 .~ .000247 1993-1994 ,. .000192 .995-1996 .~ 0000Z47 INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice Is.u.d after the la. b.co..s d.llnquent will raflact an Inl.,e.t calcul.tlon to flft..n liS) day. beyond the date of the ........nt. If pay..nt I. .ad. aft.r the Int.,..t co.putallon dal. shown on the Notlc.. addltlon.1 Inter..t lUst be calculated. . (J I()~) Y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE \../ *' BUREAU OF INDIVIDUAL TAXES IJrtUHAHCE tAX DIVISION DlPr. ZI0601 HARRISBURG, PA 17UI.0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX In-lUlU'" II'-MI J ROBERT STAUFFER ATTY MARKET SQUARE BLOG MECHANICSBURG PA 11055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-96 BEITZEL 03-03-96 21 96-0429 CUMBERLAND 101 HARRY F Anaunt R..1tt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"v:iS'4i-Ex-iiFP-njF96T"NoYicniF--iN'HERii'ANcE-YAX"ii'PPRAisEHENr;-iiLi.-owANcE-oR'---m--m-m-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEITZEL HARRY F FILE NO. 21 96-0429 ACN 101 DATE 10-22-96 TAX RETURN WAS: I X I ACCEPTED AS FILED I I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rod Eatoto (Schodulo Al III 2. Stock. ond Bondi (Schodulo BI 121 3. Clos.ly Hald stDCk/P.~tn.rshlp Int.r.at (Schedul. C) (3) 4. "artgaga,/Hot.. Rec81vabl. (Schedul. OJ (4) 5. C..h/Bank Deposits/Hilc. Parlonal Property (Schedul. E) IS) 6. Jointly Ownod Proporty ISchodulo FI 161 7. Tronlflr. (Schodulo GI 171 8. Total "...t. NOTE: To Insure proper credit to your account, sub.it the upper portion of this forn with your tax pay.ant. .00 2.081.25 .00 .00 .00 .00 .00 IBI 2,081.25 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral Exp.nl../A~. COlta/Hllc. Expans.. (Schedule H) (9) 10. Dlbt./Hortglgo Lllbllltlol/Llonl ISchodulo II 1101 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Seque.t. (Schedule J) 14. N.t Value of E.tate Subject to Tax 9,115.00 .00 1111 1121 1131 1141 g.71~ 00 7,633.15- .00 1,633.75- If an assossmont was issuod provious1y. 1inos 14, 15 and/or 16, 17 and 18 will refloct figuros that includo tho total of Ahh roturns assessod to date. ASSESSMENT OF TAX: IS. A.ount of Line 14 .t Spou..l rat. (15) 16. A.ount of Line 14 taxable at Lin.al/Cla.. A rate (16) 17. Anount of tine 14 taxable at Collateral/Cla.. Brat. (17) 18. Principal Tax Due NOTE: .00 X .00= .00 X .06= .00 X .15= IIBI .00 .00 .00 .00 TAX CREDITS: PAYHENT DATE DISCDlRIT 1'1 INTEREST I-I RECEIPT HUHBER AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. < IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I , i{ RESERVATION: E.tat.. of dec~.t. dying on or b.for. o.c..ber 12, 1'12 .. If any future Int.re.t In the e.tat. I, tren.f.rred In po.....lon or enJo~t to Cia.. I (coll.teral) beneflclarle. of the decedent aft.r the expiration of any e.t.te for Ilf. or for y.ar., the Coa.onwealth ~raby aKPr...lv r..erv.. the right to appral.. and ...... tran.far Inheritance T.xe. at the lawful Cia.. I (collat.ral) rat. on any .uch futura Int.r..t. I'URl'OSE llt' NOTICE I PA\1€HT: REFlJfD(CAh DI~CTIOHS: ....IN ISTRATlVE CORRECTIONS I DISCOUNT I PENAL TV: INTEREST I To fulfill the requlr..-nt. of section 214a of the Inherltanc. and E.tata Tax Act, Act 22 of 1991. 7Z P.S. Section 21"a. Detach the top portion of thl. Hot Ice and .ubalt with your pa~t to the RIII.t.r of Will, printed on the r.v.r.e .Id.. .."Bke cMck or .uney order payable tal REGISTER OF MILLS, AGENT All p.~t. rec.lved .h.ll flr.t b. applied to any Int.r..t which ..y be due with any r...lnder applied to the ta.. A nft.nd of . tax credit, which w.. not rltqUe.ted on the T.x R.turn, ..y b. rltqUe.ted by co.pl.Ung an "Appl1aUon for R.fund of Penn.ylvanla Inherltanc. and E.tat. T.x" lREY-IS1]). Appllc.tlon. .r. av.llabl. at the Offlc. of the R.ght.r of Willi. any of the Z3 Revenue District Offlc.., or by c.lllng the .peel.1 24.hour answering ..rvlc. rAlllbers for fora. ordering: In Penn.ylvanl. 1-laO-]62-Z05a, outside penn.ylvanla and within loc.l Harrisburg .ra. (717) 781-UM, TOO' (717) nZ-22SZ (....rlna 1....lred Only). Any p.rty In Int.re.t not satl.fled with the appr.I..aent, allowanca or dl.allowance of deduction., or ......eant of tax (Including dl.count or Int.r..t) .. ahown on thl. Hotlce .u.t object within .Ixty (6a) day. of receipt of th.. Notlc. by: --wrltt." prot..t to the PA Dep.rt.."t of R.VWlOll, Board of Appe.", Dept. 211021, Harrisburg, PA 171za-Ia21, OR --alecUon to have the .aU.r det.ralned at eudlt of the acCOU"lt of the perianal upre.ent.tlv., OR nappeal to thl Orphan.. Court. Factual .rror. dl.cov.r.d on thl. .......ent .hould b. .ddr....d In writing tal PA Oapartaent of R.venu., Bureau of Individual Tax.., ATTHI Po.t A.....eant R.vlew unit, oapt. 280601, Harrl.burg, PA 17128-06al Phone (717) 717-6505. Sea page 5 of the bookl.t "In.tructlon. for Inh.rltance T.. R.turn for. R..ldant Oec.dent" (REV-ISOI) for an .xplanatlon of ect.lnhtraUvaly correctable .rrors. , If any tu: due Is paid within thr.. UI c.lendar MM\th. aft.r the dec.dent.. death, . flv. perc.,t (S:O dltcOd1t of lha t.x p.ld I. allowed. . The 151 tax .."..ty non-participation penalty I. c~ted on the total of thft tax and Int.r..t a.....ed' and not paid balore January II, 1996, the flr.t day .ft.r the end of the tax ~.ty period. Thl. non-partlclp.tlon penalty Is appe.lable In the .... .annar and In the the ,MI. tI.. period .. you would appI.1 the t.. and Internt that hat b..... ......~ .. Indlc.tDd on th" notice. Int.r..t It ch.rged baIIlmlng with first d.y of delinquency, or nlna (9) IIonth. and OM (1) d.y frOll the date of de.th, to the d.t. of P.ywent. Taxe. which bee... d.llnquent bafore Janu.ry 1, 1912 bear Int.r..t .t the rat. of .1. (6X) p.rcent p.r ~ calcul.ted at n dally rat. of .aaal64. All tax.. which bec'" dallnquent on and aft.r January 1, 1912 will b..r lnt.r..t .t . rate which will vary fro. c.lendar y.ar to calend.r y..r with that rat. announced by the PA O.p.rt..nt of R.venue. The appllcabl. Inter..t rata. for 1912 through 1996 .r.: '!.!!! Int.r..t R.ta Dally Int.rnt FftCtor !!!!' Int.r..t R.t. Oally Intlr'st Factor 1982 lOX .aDOS41 1917 'X .aD02U 1983 16;( .aaaue 1918-1991 IIX .OaDSal 19" llX .a00301 ..., 'X .aaOlU 1915 UX .aoDSS6 1993-1994 n .aaal92 .... laX .oaOl7" 1995-1996 .X .00a2"7 ulnten.t .. calcul.ted 00 foUOW.1 INTEREST = BALANCE OF TAX UNPAID X HUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hatlc. I.sued aft.r thl t.x bacOll. delinquent will r.flact an Int.r..t c.lcul.tlon to flftaen (151 day. beyond the data of the .........,t. If pa.,..,t h eada .ft.r the Intlrnt ~tatlon d8ta shown on the Notice, adcUtlonal lnt.r..t .u.t be c.lculated. ,') ./U~ -8 * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE c BUREAU OF INDIVIDUAL TAMES IHltlAlfANC( faX DIVISION OCPf. 280&01 HARRISBURC, Pi 1712a-ObOI NOTICE OF INHERITANCE TAM APPRAISEMENT. ALLOHANCE OR DISALLOMANCE OF DEDUCTION., ANO ASSESSMENT OF TAM ON JOINTLY HELD DR TRUST ASSETS 1I,-tUIII ai' III.tll DIXIE L RIDER 841 GRANTHAM RD GRANTHAM PA 17027 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-25-96 BEITZEL 03-03-96 21 96-0429 CUMBERLAND 189-09-480B 96129662 Anaunt R..ltt.d HARRY F MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-EV:i5~8-E)f-AFii-(07-:96i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-25-96 ESTATE OF BEITZEL HARRY F DATE OF DEATH 03-03-96 COUNTY CUMBERLAND FILE NO. 21 96-0429 TAX RETURN WAS, S.S/D.C. NO. 189-09-4808 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96129662 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 21001012350 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 11-ol-8B Account Balance Percent Taxabla X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 10,002.93 0.166 1,667.19 .00 1,667.19 .06 100.03 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 10-07-96 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 100.03 RECEIPT NUMBER AA146828 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN Sl. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl. YDU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) 100.03 .00 .00 .00 PURPOSE OF HOTICEI To fulfill thtl nqulr...ntl of S.ction ZlU of the Inh.rltance and E...t. 18x Act, Act ZZ af 1991. (1Z P.S. S.ction ZlU). PAVtEHTI Detach the top portion of thl. Ho.lca and .ubelt with your ply.ant to .ht1 R.gl.t.r of Will. prlntld an ,h. ra"lr.. .Ida. __ "eka ch.ck or .only ordar p.y8bla tal RECISTER Of WILLS, ACEHT. All pay.ent. r.c.lv.d ,h.ll flr.t b. appll.d to any Int.r..t Mhlch ..y b. ~, with any r...lnd.r appll.d '0 thtl t... A refund of . t.x cr.dlt, which wa. no' requ..ted on the tax raturn, ..y be r.qu..t.d by caaplatlng en ~Appllcetlon far R.fund of Pann,yl"anl. Inh.rltence and [.t.ta T.x~ (REV-)]IS). Appllc.tlan. ar. 1",lleble .t .h. Office of the Rlgl.tar of Will., any of the ZS R."anu. DI.trlct Offlc.' or by c.lllng the .p.clll Z~-hour .n.warlng 'Ir"lce ~er. far far.' ardarlngl In Pann.ylvanla 1-800-S6Z-ZaSa, aut.ld. Pann,YI"enl. and within local H.rrl.burg ar.a (717) 787-1094, TOO' (717) 77Z-ZZ5Z (H..rlng I.palred Only). REFUND C CR ) I OBJECTIONS I Any plrty In Int.r..t not .atl'fl.d with the appral,...nt, allowanca ar dl..llawftnc. of d.ductlon. or ..'.....n. of tax (Including dl.caunt or Intarl") .. .hown an ,hl. Hatlc. ..y objact within .I.ty (6a) d.y. af r.calpt af this Notice byl --wrl.ten prat..t to tha PA D.p.rtaant of R.vanul, Board of App.al., D.pt. ZIIOZl, Harrl.burg, PA 17IZI-laZI, OR --al.ctlng to hava thtl ..ttar d.tar.ln.d .t the audit of ,h. accoun' of tha par.ana. rapra.ant.tl"., OR --appl.1 to thtl Orphan.' Court ADttIH- ISTRATIVE CORRECTIONS I Fee.u.1 arrar. dl.ca".rad an thl. ........nt ,hould b. .ddr....d In writing tal PA Dap.rt..nt of R.venue, Bur.au of Indl"ldu.. T.XI', ATTHI Pa.t A.......nt Ra"l.w unit, DEPT. Z806al, H.rrl.bUrg, PA 171ZI-0601 PhOn. (717) 787-6505. Sa. p.g. 5 of the bookl.t ~In.tructlon. for Inh.rltancl Tax R.turn far' Ra.ldan' D'cldant~ (REY-1501) far an .xplanatlon of adalnl.tr.tl".ly corr.ct.bl. .rrar.. DISCOUNTI If any ta. due I. plld within thr.. (S) clllnd.r .onth. Ift.r thl d.c.d.nt'. d..th, I fl". p.rc.nt (5%) dl.count of the tax p.ld I. .llaw.d. PENAL TVI Th. 15% t.x aan..ty nan-p.rtlclpltlon plnalty I. cOlputld on the totll of tha t.x .nd Intara.t ..,....d, and not p.ld b.far. Januery II, 1996, thl flr.t d.y .ftar tha .nd of the t.. aanl.ty p.rlod. Thl. non-plrtlclp.tlan pan.lty I. .ppa.l.bl. In the .... lann.r and In the the .... tl.. parlod a. you would app..l the t.x and Int.ra.t that hI' b..n .......d .. Indlc.t.d on thl. notlc.. IHTERESTI Int.r..t I. ch.rg.d b.glnnlng with flr.t dlY of d.llnquancy, ar nln. (9) lanth. and on. (I) day fro' thtl d.te of death, to thl d.ta af pay..nt. Tlx., which blc." d.llnqu.nt b.farl Janulry I, .98Z b.ar Int.r..t at the rat. of .Ix (6%) p.rclnt plr annua c.lcul.t.d at . d.lly rata of .OaOI6~. All t.x.. which b.ca.e delInquent on ar .ft.r J.nuary I, 191Z will b.ar Intara.t at . r.ta which will "ary frol c.lend.r year to calendar y..r with that r.ta announcad by the PA Dap.rt.ant of R.v.nue. Th. applicable Int.....t r.ta. for 191Z through 1996 ar'l V"I'" Intarllt R... Dally Int,,,"t ractor Veer Int.rllt Rat. Dally Int.rllt ractor nlZ ZOX .ooas.a 1911 .X .OOOZU 19U 16X .00008 19Ia-I991 lIX .a00501 198~ IU .000501 199Z 'X .oaOZ~7 nls 13% .000556 1995-1994 7X .00D19Z 1986 lOX .000Z7~ 1995-1996 'X .OOOZU --Intarllt I. calculat.d a. follow" INTEREST = BALANCE OF TAX UNPAID X NU"8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued eft.r tha tex baco." d.llnqu.nt will r.flact an Int.r.,t c.lculatlon to 'Ifta.n (15) dlY' bayond the d.t. of the .......ant. If p.y.ant II .ad. aft.r thl Int.r..t co~tatlon d.t. lhown on thl Notlc., addltlon.1 Intarllt w.t be celculatad. 1IV.1WIX 1""AI 146855 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~.!Jt. .iJ D NO. AA RECEIVED FROM: D ACN ASSESSMENT r:t CONTROL ~ NUMBER AMOUNT 'Ib I ~91:iB2 ~lUU.ca DELLA E BEITZEL PO BOX 1>4 841 GRANTHAM ROAD GRANTHAM. PA 17027 'OtOHUf I j_fotOHUf . ESTATE INFORMATION: I!:t FilE NUMBER g 21-1996-0429 I!:t NAME OF DECEDENT (LAST) ~ BEITZEL HARRY F II DATE OF PAYMENT L1 POSTMARK DATE COUNTY S5N 109-09-',800 (FIRST) (MI) CUMBERLAND DATE OF DEATH fa TOTAL AMOUNT PAID 'UOO.28 CW REMARKS DELLA E BE nZEL SEAL CHECK" 5/,13 RECEIVED BY : , $ICNAJURl .' REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS \" I, I ,~ 1:;:'> I . ..., ~ " __1 ~ ~ -- '", , '. -:~: ~.-_._"~-...~~. .,' ;.....' /) ,Ii~:; J BUREAU OF INDIVIDUAL TAXES IHltERllANCE ux DIVISIO,. D[Pf. 2101b1ll HARRISBURG, PA UUI-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISENENT. ALLOMANCE DR OISALLOMANCE OF DEDUCTIONs, AND ASSESSNENT OF TAX ON JOINTLY IIELO DR TRUST ASSETS '11-lh' "I" III.'" VERNON L BEITZEL BOX 64 841 GRANTHAM RD GRANTHAM PA 17027 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-25-96 BEITZel 03-03-96 21 96-0429 CUMBERLAND 189-09-4B08 96129682 Al'lount R."ttt.d HARRY F HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=is4-a-E)[-AFfi-io7-:96i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-25-96 ESTATE OF BEITZEL HARRY F DATE OF DEATH 03-03-96 COUNTY CUMBERLAND FILE NO. 21 96-0429 TAX RETURN WAS: S.S/D.C. NO. 189-09-480B (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96129682 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 21001012780 TYPE OF ACCOUNT: () SAVINGS DATE ESTABLISHED 01-10-93 ) CHECKING ( ) TRUST (lO TIME CERTIFICATE Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 10,028.25 0.166 1.671.41 .00 1.671.41 .06 100.28 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TD THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT DATE 10-18-96 RECEIPT NUMBER AA146855 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 100.28 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER TillS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · IF TOTAL DUE IS LESS THAN '1. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I 100.2B .00 .00 .00 OBJECTIONS: Any party In Int.ra.t not 'atl.flad with tha appral.aa.nt, allowanc. or dl.allowanca of daductlon. or a..a".ant of tax (Including dl.count or Intar..t) a. .hown on thl. Notice .ay objact within .Ixty (60) day. of racalpt of thh Notlca by: --wrltt.n prota.t to the PA Dapart.ant of Ravanua, Board of Appaal., Dapt. 281021, Harrl.burg, PA 11128-IOZl, OR --alactlng to have tha .attar daterlllnad at tha audit of tha account of tha parsonal rapr..antatlve, OR --appaal to the Orphan.' Court PURPoSE OF NOUCE: PAYMENT: REfUND (CR): AUtUN- ISTAAUYE CORRECUDHS: DISCOUNT: PENALTY: IHJEREST: To fulfill tha raqulre.ant. of Secllon ZI~O of tha Inharltanca and E.tata Tax Act, Act 2Z of 1991. C1Z P.S. Sactlon ZI40). Datach tha tap portion of thl. Notlca and .ub.lt with your pay.ant to tha Ragl.tar of Will. printed an the ra"ar.a .Ida. -. "aka chack or .oney ordar payabla to: AECISTER OF WIllS, ACENT. All paya~t. racalvad .hall flr.t b. appllad to any Intara.t which .ay ba du., with any ra.alnd.r appll.d to the tax. A r.fund of a lex cr.dlt, which was not r.quaUad on the tax r.turn, .ay b. raqu.st.d by coaplatlng an "APPllcatlon 'or Rafund of Penn'Ylvanla Inharltanca and E'tata Tax" CREY-13l3). Application, ar. avallabl. at tha Offlc. of tha Ragl.tar of Will., any of the Z3 Re"enua DI.trlct Offlca. or by calling the 'paclal Z~-haur answ.rlng ..rvlc. nuabar, for for., ordarlng: In PannsYlvanla 1-800-36Z-20S0, out,lda Pann'Ylvanla and within local Harrl.burg .raa (111) 181-809~, TOOl (111) 712-22SZ (Haarlng lapalrad Only). Factual arror. dl.covar.d an thl. a..a'..ant should ba addra..ed In writing to: PA Dapart..nt of Aevanua, Buraau of Individual Taxa., ATTN: Post A..as..ant Aa"law unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phon. (711) 781-6505. Se. page S of tha bookl.t "Instructions for Inh.rltanca Tax R.turn for. Aa.ldant D.c.d.nt" (REY-ISOI) for an axplanatlon of adelnlstratlvely corractable errors. If any tax dua I. paid within thraa (]) calandar .onths aUar the daced.nt's death, a flv. percent (S:U discount of the tax paid Is allowed. Tha 15X tax san.sty non-participation panalty I. coaputad on the total of tha tax and Intar..t a..e..ed, and not paid b.fora January 18, 1996, tha first day aft.r tha and of the tax a.na.ty parlod. Thl, non-participation p.nalty Is appealabla In the sa.e .annar and In the the .a.a tie. parlOd .s YOU would appall tha tlx and Intar..t that h.s be.n I..a'.ad a. Indlc.ted on thl. notlc.. Int.r..t I. chlrg.d b.glnnlng with first day of dallnquancy, or nlna (9) .onth. and ona (I) day froe the data of da.th, to the data of pay.ent. T.x.. which bac.e. dallnqu.nt bafor. January 1, 1982 baar Int.rest .t the rata of .Ix (6XI parcent per annu. c.lculated at a dally rate 0' .00016~. All tax.s which baca.e dallnquent an or a'tar January I, 1982 will baar Intere.t at a rata which will vary Ira. calandar Ylar to calandar yaar with that rat. announcad by the PA nepart.ent a' Revanua. Th. appllcabl. Int.r..t rat.. far 198Z thrOUgh 1996 ar.: Vaar Intarut Rat. Dally Int.rut Factor V.ar Int.r..t Rata Dally Interut Factor 19U 20~ .0005~8 1981 .~ .0002~7 1983 16~ .000~38 1988-1991 1I~ .000301 198~ lU .000301 1992 .~ .OOOZ" 1985 U~ .000356 1993-19M 7~ .000192 1986 1D~ .QOOZ1~ 1995-1996 .~ .OO02~1 --Intarut Is calculatad .. follows: - . INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notlc. IS.uad alt.r the tax b.co... dallnquent will r.flact an Int.r.st calculation to flft..n (IS) day. beyond the data of the .......ent. If paY..nt Is ead. aft.r the Int.r..t coaputatJon data .hawn on tha Notlc., additional Int.ra.t au.t b. calculatad. I ' PURPOSE OF HorrCEI ro'fulflll thl raqulr...nt. of Section Zl~O of 'hi Inheritance and E'tala ra~ Act, Act 220' 1991. (72 P.S. Sactlon 21~O). PAYHENT, Detach the top portion of thl, Notlel and sub_It with your paY"nt to the Register of Will, printed on the rav.r.. .Id., -- Haka chick or lonlY order payable tOI RECISTER OF WIllS, ACENT. All pay..nt. recllvld Shall flr.1 b. applied to any Inter"1 which .ay be dUI, with any r..alndar applied to thl tax. REFUND (CR)I A r.fund 0' . tax crldlt. whiCh was not requ..tad on the ta. return, .ay b. raqu..tad by coaplltIng an "Application for Refund of Pennsvlvanla Inheritance and E'tat. rax" (REV-I1Il). APPlications ar. avallabl. at the O'flcl 0' the Algl,t,r 0' Will., any of thl 25 Revenue DI.trlct Office. or by calling the special 24-hour answering .ervlce nuaberl for fore. ordering: In PennlYlvanla 1-800-162-Z0S0, out.lde Penn,Ylvanla and within local Harrisburg area (717) 787-8094, TOOl (717) 77Z-Z2SZ (Hearing I.palred Only). 08JECTIONS: Any party In Int.r..t not satlsfl.d with the appral.e..nt, allowance or disallowance of deductlonl or a'.e".lnt of ta. (Including dllcount or Int.re.t) a. .hown on thll Notice eay obJ.ct within .I.ty '60) day. 0' rlcelPt 0' thl, Notice by: --wrlttln prot.lt to the PA Oepart..nt 0' R.venu., Board 0' ApPlall, D.pt. Z810ZI, HarriSburg, PA 17128-1021, OR .-.lectlng to have the .att.r dltlreln.d at thl audit 0' the account of thl plr,onal repre'lntatlvl, OR --appeal to the Orphan.' Court ADMIN- ISTRATIVE CORRECTIONS: Factual Irrorl dlscovlred on thll al.e.I..nt should b. addrll'.d ln writing to: PA Oepart..nt 0' R.v.nuI, Burlau of Individual Ta.ll, ATTN: POlt A".I...nt Review unit, DEPT. 280601, HarriSburg, PA 171Z8-0601 Phon. (717) 787-650S. S.. page 5 of the bookl.t "Inltructlonl 'or Inhlrltancl Ta. Return lor. R.lldent Dlc.d.nt" (REY-1501) lor an I.planatlon 01 ad.lnl.tratlvlly corrlctabll .rrorl. DISCOUNT: I' any ta. dUI II paid within three (5) cal.ndar .onth. altlr the d.c.dent'l dlath, a Ilv. Plrc.nt (5~) dl.count of the taw paid I, allow.d. PENAL TV: Thl 15~ ta. aenelty non-participation penalty II co.puted on the total of the tax and Inter.lt a"II'ld, and not paid bl'or. January 18, 1996, thl Ilrlt day a't.r the end 0' the tax a.nl.ty period. Thll non-participation plnllty II apP.alabl. In the .a.e .annlr and In the the sa.e tl.1 plrlod a. YOU would applal thl ta. and Intlrl.t that ha. blln a"I,sld as Indlc.ted on this notlc.. INTEREST: Int.re.t I. chargld blglnnlng with Ilr.t day 0' dlllnquency, or nlnl (9) eonths and ani (1) day 'ro. the dati 0' death, to thl date 0' paYI.nt. T.... which blcaee delinquent be'ore January 1. 1982 bear Intere.t at the ratio' II. (6~) percent plr annue calculatld at a dally rate 01 .000164. All taxe. which beca.e dlllnquent on or afler January I, 1982 will bear Interl.t at a rail which will vary frol cal.ndar y.ar 10 calendar year with thai rate announced by the PA Depart.lnt 01 Rlvlnul. Thl apPllcabl. Inllrl.t ratl' for 1982 through 1996 are: ~ Inllrl.t Ratl Dallv Intlrl.1 raclor Vear Inlere.t Rail Dally Inllre.1 Faclor 1987 .% .000~7 1988.t9~1 11~ .000101 1992 .% .000247 1~91-1994 1% .000192 1995-1996 '% .000247 198Z 1983 1984 1985 1986 --Intere.t za, '6' Ig 15~ 10~ II calculatld a. .000548 .000438 .000301 .000356 .000274 follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlee IssUld after Ihe la. blco.e, dlllnquent will refJocl an Inlorlsl calculallon 10 fllllen (15) day, blyond Ihe det. 0' Ihl .".Is..nt. I' paY.lnl 1, nade afler Ihl Inl.rl'l coeputallon dal. shown on Ihl Notlcl, additional Int.rl.t .usl bl calculated. , .~n62Utj"AI 146603 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . D NO. AA RECEIVED FROM: & ACN ASSESSMENT r:t CONTROL ~ NUMBER AMOUNT DELLA E BEITZEL OOX 64 841 GRANTHAM ROAD GRANTHAM, PA 17027 'f()IC..v40 ",IOu.23 ESTATE INfORMATION: Et fiLE NUMBER ~ 21-199b-01129 !:I NAME Of DECEDENT (LAST) ~ BE I TZEL HARRY F II DATE Of PAYMENT B POSTMARK DATE COUNTY SSN 189-09-11808 (fiRST) (MI) CUMBERLAND DATE Of DEATH m TOTAL AMOUNT PAID SIOO.23 CW REMARKS DELLA E DE ITZEL REGISTER OF WILLS SEAL CHECK" 5576 _d__ .._._~ - -+- -.- .. -- - ~'7."'--'--'1-~: . " ~" I } ~... ' i!. . ~ ~ . .' --., .,,-..,..-..- _-: _. ___.-.___---..~.~..... _ I; _ .,.-:. . ;:i'-/i::_'1"Y BUREAU Of INDIVIDUAL TAXES INldAIlAHCI IAI DIVISIOH orPI. :ao"ol U1RAISBUIIC. Pi 111:/1 oh01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~").~~ ' ;'Ri~ '~~ ~.ott~l. ~ . NOTICE or I1I11ERITAlICE TAX APPRAISEM[lIT l ALLOWANCE OR DISALLOWANCE or DEDUCTION>. AND ASSESSMLIIT or TAX 011 JOINTLY IIELD OR TRUST ASSETS '1I.1~.' II lit ,:, ,.. BARRY J BEITZEL 841 GRANTHAM RD GRANTHAM PA 17027 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 12-02-96 BEITZEL 03-03-96 21 96-0429 CUMBERLAtm IB9-09-4808 96124040 HARRY F Anount R.~itt.d 1':-=-.-=0_=-";"'". -- ! MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... Rifv:is4-a-EX--AFFi-foi-:9&i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-02-96 ESTATE OF BEITZEL HARRY F DATE OF DEATH 03-03-96 COUNTY CUMBERLAND FILE NO. 21 96-0429 TAX RETURN WAS: S.S/D.C. NO. IB9-09-4BOB (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96124040 FINANCIAL INSTITUTION: MERIDIAN BANK ACCOUNT NO. 4003501469 TYPE OF ACCOUNT: () SAVINGS DATE ESTABLISHED 10-07-93 ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 10.022.70 0.166 1.670.4B .00 1.670.4B .06 100.23 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." TAX CREDITS: PAYMENT DATE 08- 06- 96 I I RECEIPT NUMBER AAI46603 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 100.23 TOTAL TAX CREDIT BALANCE OF TAX DUE '-INTEREST AND PEN. TOTAL DUE . IF PAID AFTER TillS DATE. SEE REVERSE fOR CALCULATION OF ADDITiONAL INTEREST. . I IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR I. YOU MAY BE DUE A REFUND, SEE REUERSE SIDE OF TillS FORM FOR INSTRUCTIONS. 1 100.23 .00- .00 .00 ", PURPOSE Of NOllCEI To fulfill thl reqult...nt. of SectIon 1140 of thl InherltanCI and [,tat, J.~ Act, Act 12 of 1'91. 112 P.S. hello" 21"0). PAYMENT, Detach thl lap portion of thl. Hotlc. and ,ubalt with your pay..nt to thl Aeal.t.r 0' Will, printed on the t.var.. ,Ida. -. "aka chack or .on.y order payabl. tOI REGISTCR OF WIllS. ACENT. All Ply..nt. r'Cllvld shall 'It,t bl apPlied to any Inl.rl.t which '.y ba dUI, with any r...lndar applied to thl t... REFUHD (CAll A r.fund of . t.. cradlt. which WI' not raqu..t.d on thl t.. r.turn, "y b. requllted by coaplltlng an "Application for R.fund 0' Penn'vlvanla Inhlrltancl and (,t_t. r.." IREY-1311), Application, .r. avallabl. at thl OffiCI of thl Rlgls'.r of Will., any 0' the 21 Ravlnul Ol.trlct Offlc.. or by c'lllng Ihl .pacl.1 24.hour .n.w.rlng ..rvlc. nu.b.r. far far.. ord.rlngl In P.nn'YI~anl. 1-8aa-16Z-ZaSa, outsld. Pann'Ylv.nla and within local Harrl.burg .r.. 11111 181.8a94, 1001 (111) 17Z-ZZSZ (H..rlng I.p.lr.d Onlyl. OIJECTIONSI Any p.rty In Int.r..t not .atl.fl.d with the .ppr.I....nt, .Ilowanc. or dl..llowanc. of d.ductlon. or ........nt a' t.. I Including dl'count or Inl.r..t) .. ,hown on thl. Notlc. "'1 obJ.ct within .I.ty (6a) d.v. of rlc.lpt of thl, Notice bYI ..wrltt.n prot.,t 10 the PA O.part..nt a' R.v.nu., lo.rd 0' App.al., O.pt. ZalaZI, H.rrl.burg, PA 1112a.laZl, OR ...llctlng to h,vI the ..tt.r d.t.r.ln.d at the audit of the .ccount 0' the p.r.onal rlpr...nt.llv., OR ..app.al to the Drph.n,' Court AD"IN. ISTAATlVE COAAECTlONSI F.ctu.1 .rror. dl.cov.rld on thl. .....'..nt .hould b. .ddr....d In writing tal PA D.p'rt..nt of R.v.nuI, lur..u 0' Individual ,...., ATINI Po.t A.......nt R.vl.w Unit, OEPI. Z8a6al, H.rrl.burg, PA 111Z8.a6al Phone 11111 '1'-6SaS. 5.. page 5 0' the bookl.t "In.lructlon. for Inh.rll.nc. Ta. A.turn for a A..ldent O,cld.nt" (AEV.ISOI) for .n ..plan.tlon 0' .d.lnl.tr,tlv.IY correcl.bl. .rror.. DISCOUNTI If InV ta. dUI I. paid within thr.. (3) c.l.ndar .onth. .ft.r the d.c.dlntO, d..th, . flv. p.rclnt IS~} dltcount 0' Ihl t.. paid It al1ow.d. PENALIYI Th. IS~ ta. .an..ty non-partlclp.tlon p.nalty II coapul.d on the tol.1 of the t.. and Int.r..t .......d, .nd not plld b,'ore Janu.ry la, 1996, the 'Ir.1 dey .fl.r the .nd of the t.. a.n"lv p.rIOd. Thl. non-partlclp.tlon p.nalty I. .pp..I.bl, In the .... .ann.r and In the Ih. .... tl.. p.rlOd .. YOU would .pp..1 the tl. and Int.r..t Ihat h.. bl.n .......d a. Indlcal.d on Ihi. not Ie.. INTEAESTI Int.r..t I. ch.rg.d b.glnnlng wllh 'Ir.t day 0' d.llnqu.ncv, or nln. (91 'onth. .nd on. II) d.v fro. th. date a' d..tho 10 th. d.l. 0' pav..nt. r.... which b.c... dlllnqu.nt b.forl J.nuary I, 198Z b..r Int.r..t at the rate of .1. (6~J Plrc.nt p.r annul c.lculat.d .t . d.ily r.t. of .OaOI64. All t.... which b.ca.. d'llnqu.nt on or .ft.r J.nuary I, 19az will b..r Inl.r..t at . ratl which will v.ry frol cII.ndar y..r to c.l.ndar y..r with Ih.t r.l. announcld by thl PA Olparla.nt 0' RI~.nu.. 'h. appllcabll Int.r..t r.t.. for 1982 Ihrough 1996 ar'l Ylftr Inlerllt A.I. Dalh Interllt Faclor V..r Inler..t Ral. 01111., Inter..t factor 1982 ZO~ _000S108 1981 'x .0aOZ'" 1981 16~ .Oa0418 198a.1991 U:c .000101 191" 1I:C .000101 )IJlJZ ., .000247 1985 UX .000lS6 IlJlJ]-ICJlJ" 7i: .OaOI9Z 1986 IU .OOOZ1lo llJ9S-1996 'X .OOOZ41 uInterllt It calculated os follo"'1 INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..An., Hotlc. I"u'd .ft.r the t.. b.co... delinquent "Ill r.'lecl nn Intere'l calcul.tlon 10 fl'I..n CIS) day. b.yond Ih. d.l. 0' the ........nl. If p''''.nl Is nlld. "'t.r thl Inl.r.'1 co.put.tlon date shown on Ih. Notlc.. ~ddltlon.1 Inter..t au.t b. calculat.d. D NO. AA 146931 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX drb IIVOI161IllI....' RECEIVED FROM: 6 ACN ASSESSMENT Il' CONTROL ~ NUMBER AMOUNT DELLA E F1EIT7.EL PO DOX bit 841 GRAN1HAM ROAD GIlANTHAM. PA 17027 '/6 1 2.,t;<16 ..100.0;5 ESTATE INFORMATION, ~ filE NUMBER ~ 21-1996-0,,29 ~ NAME OF DECEDENT (lAST) Ij;iI BEITZEL HflRRY F II!I DATE OF PAYMENT Iii 11 /12/96 m POSTMARK OATE COUNTY tiSN 109-0'7-1,000 (FIRST) (MI) CUMFlERLAND DATE OF DEATH 03/03/96 REMARKS DELLA E BEITZEL m TOTAL AMOUNT PAID 90100.05 CW SEAL CHECK" 562[1 '. . RECEIVED BY /:/,. ;,'~f -. ,:.,.1.;.'. ,/ ,I SlGNAT~E. REGISTEI1 OF WILLS MArlY C. LEWIS REGISTER OF WILLS ,., " r . ~*~. ._._ _. '.0 _. _ H. - ... . . ..-, -~ . _ - -.'--"'~.~ .~"'q... .".. IS'Ie):, S BUREAU OF INDIVIDUAL TAXES INt..RIfAHCE fAll DIVISION DEPr. zaOftal tlARRlSBURC, Pi l11:a.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' ., (/ NOTICE OF INHERITAHCE TAX APPRAISEMEHT, AllOMANCE OR DISAllOMANCE OF DEDUCTIONS. AND ASSESSMENT or TAX ON JOIHTLY HELO OR TRUST ASSETS 11'01'''11 ,,. lit.,,, DENNIS E BEITZEL 841 GRANTHAM RD GRANTHAM PA 17027 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 12-30-96 BEITZEL 03-03-96 21 96-0429 CUMBERLAND 189-09-4808 96129696 Amount R...itt.d HARRY F MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:is4-8-E)f-AFii-(i2-~96i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-30-96 ESTATE OF BEITZEL HARRY F DATE OF DEATH 03-03-96 COUNTY CUMBERLAND FILE NO. 21 96-0429 TAX RETURN WAS: S.S/D.C. NO. 189-09-4808 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96129696 FINANCIAL INSTITUTION. PNC BANK ACCOUNT NO. 21001012854 TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 04-30-93 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 10,005.56 0.166 1,667.63 .00 1,667.63 .06 100.05 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK DR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE 11-08-96 RECEIPT NUMBER AA146931 DISCOUNT (+) INTEREST (-) .00 AMOUNT PAID 100.05 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF AODITIONAl INTEREST. · IF TOTAL DUE IS lESS THAN S1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE OUE A REFUNO. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I 100.05 .00 .00 .00 111.1.> 'J " F\.-' ..' :1 .. ,I '96 ole 30 ~\-,'1 '33 , \J' CICI, Cum:;, ,;d F'/\ PIJRI'(lSE Of NOTlCE1 To fulfill the r.qulr..-ntl of Sactlon ZI~O of the Inh.rltanc. and [.'at. ,.. Act, Ael 11 of ,.". ," P,'. S.ctlon liftO). Detach the top portion 0' thlt HoUc. and .ub.1t with your pey..,,1 10 Iha bll.l.r of willi pr'n'''' on H~ r.v.r.. slda. e_ "eka ~k or .one., ordar peyabl. 10: RrGISltR Of WillS, AGENT. All p.y.-nt. recalvad .hell 'Irst b. eppll.d to lItly Int.r.lt which ..y b. dua, wl'h MY ,...Ind., ....pll... 10 ,he I.., A rafund 0' a tax credit, which w.. not r.qualted on tha ta. r.turn, ..Y be ,~.'ad by coepl.II"1 en "Appllca'lon 'or R.fund of Pennnlvenl. Inherltenc:. and Est.'. h." (REV-lSlS). Appllutlon. .,. .vellahl. at th. Ufflu of the R.glltar of wllh, eny of the Zl R.v~ District Offlc.. 0' by ulllng ,he .p.chl "-hou, "".w.rtt\tl ..'v In nuaber. for for.. ordering: In Pann..,lvenl. 1-800-36Z-Z0~O, out.ld. p"""Ylvanl. BAd wl'hln local H.rrhburg ar.. (7111 187-809", TOO' (7171 71Z-ll.U m..dng IlIPal,ad Only,. PA'mENT 1 REfUND (CR) l OIJECTlOHS: Any p.rty In Inter..t not utl.flad with the IIPPr.I...."t, .lIowanc. or dlt.llow.,c. of d.ductlon. ur .......enl of t.. t1ncludlnv discount or Int.,IIt) u ,hown on this Hotlca ..y objecl within .hty 1.01 dey' of raulpt of this Notlca by1 "wrlttM protut to the PA O~art'Mt of Ravenua, Board of Appeal., D.pt. 1810:1. Ila,rltbur., PA 11111-1011, OR --.Iectlng to have the ..U.r d.t.r.lned .t the audit of the KCount of the p.tton.1 rapn..,,'.Uv.. OR __appe.1 to the Orphan.' Court ADHIN- IStRATlVE CORRECTIONS: Factual arror. dl.covered on thl. e......ant ~Id b. addr.ssed In wrltlnt tal PA D.p.,t.anl of '.venu.. Bur'.u of IndlvldU.1 T...., ATTN: Post A......ant R.v1~ unit, DEPT. zaO,ol, H.rrl~rl, PA 1/111-0.01 PhOne (717) 1B7-6505. S.. peg. 5 of tha bookl.t wln.lructlons for Inherltanc. f.. R.tu,n lor. R..adanl Dac~t" (REV-1501) for an ..plan.tlon of ad.lnl.tr.tlv.l., corr.ctlbl. .rror,. DISCOUNT : If any ta. due 11 p.ld within thr.. (l) cal.ndar .onth' ,ft.r lhe d.cedant". d..'h, . live p.rcen' l\llJ dl.count of the t.. p.ld 1. allowed. The 15X ta. .....ty non-pertlclpaUon penallY I. co.putad on the 'at. I of thai I.. and Int.r..t .......d. ..~ no' paid b.'ora January 18,1996, the flr.t d.y aft.r Ih. end of the I.. ".,..Iy Plthtd. 'hit non-plrlle'p.tlon penalty is appMlabl. In the .a.. .aIW1lr IN\d In the IhIi .... tl.. p.rlod .. yoY would .....a 'h. ,.. and Inl"'" that h.. bean ......ed .. Indlcatad on thl. notlc.. PENAL TV: INTEREST1 Int.r..t 11 ch.rg.d blglM1nQ with 11,..1 day of dalll')qOlnC'f, or nln. "I aonlt'l. IIlI1d ona III II.y frCMI the d.ta 0' d..th. to Ih. dal. of ply.ant. ,.... which ban.. ttlllnq"."t b.fora J..,.ry '. ,..., b..,. Intar..t .t the rat. of .Ix C6X>> percent par annua uleul.'.d .1 a dllh "'a ., ....1.-. All taxa. which bac... dallnquent on or .ft.r Janu"Y I. 1111 will IIU' Inll'''' ., . ,.Ia tIf,ld1 will va,y "CMI c.lender yler to callndar y..r wllh th.' r.t. lWV\OUnC.d lIy Ih. .'A lI.pa,..."t "' ..v...,.. Iha !If'P11c:.bla Int.r..t r.t.. for 19&Z through 1997 .r.1 V..r Inter..t Rat. D.lly Int.r..t fector V.., Inll'''' ...1. n'lh '"Ia'''' f.ch, 19U ZOX .0005"8 I..a, .. ..."1lI 1985 16X .000..16 ""-1"1 IU ,"nt 198" IU .000101 "'11 .. .1111\' 1985 lSX . DDU~6 1"'-1'" " ,II"" 1986 lOX .00021' 1"'11-1'" .. .."" --Int.r..t 11 c.lculated .. followu INTEREST = BALANCE OF TAX UNPAIO X NUNSER or OAYI nr.l.I"QUt:"' M nULY I"HAU' rACTOR uAnY Notlca bsued aftar the ta. becu.a. d.lInqu.,.1 wlla ,.flILl *' Ill""" ullllll""" ,.. IlIlIen 11\1 tie..' b.yand the d.ta of the ....n.ant. If P.,.."t It ...,. .ttar Ih. Inl".,1 .......,1.11..,. da" ,h,"'" on 'h. Hotlc., additional lntar..t ~.t ba c.lcu,.,.d. STATUS REPORT UNDER RULE 6.12 Name of Decedent: ':j\:~.~'l:~ }'. !1>:,rp'..::.,~T, Date of Death: ,. ql'C"., 1 ClO(., W ill No. 1. ()f)(1-00), ?Q Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: 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 Cerk of the Orphans' Court and may be attached to this report. Date: .(' 2 ~ '; (, r,' ~') J' ,~U.[ "'- Signat.ure If ,cn. 'I Dolla J. nnitzel Name (Please type or print) GI~1 Gr'lnthun Eoad ~;rr;nthU1n. ':~.. 170"7 Address (;"7) 766-!~n75 Te 1. No. 1.( ) Capac i ty: x Personal Representat ive Counsel for personal representative (MAH: rmfl AM3) . .;.... .. \ I I \ , ~~ (. "' '\ :..l. ' , , '" ~' I 'f " ! ,-- .' ... ,) , ,\ '- " " ' 'J~ j "", -J j '" ~~ . ) '>8 ,":\ "':-l..' "'" ~ " '" '-..} l~ J - " .~ , ... -.J ",j " .l oJ -' ..... \>,: , . ('it,.,'," ~, , ,~ " ',,) (" ' ,- , ) - - - - - - - . - 'f) .... (.' ,) \', " '< 4-. .........t... . .j . .) '-,I '" .... \J. ,-J ,~ ~ tl l'l , t) .. o ~ r . (' "I' \.> " .' . -- ...---.~..'I'lt .-, _ _ u,.. -"7-- . ':::;r-.,. .. ... k. ,,~ .... N -"'~ ~c:c: .... ~j~ ,!i,;!ll.; ~~1 ~.... i ~~... I:l i' .... .' " I r~~', . . --., ---~ .' , -~--~---_.:--~.A.~ -"~ .-". '. . I l- ,. , j ,:,' , . .' '1'" ~ ~ ~ " J'. '~I; \ V'i! 1, ( / "<f' -;t (J) ... ( o r- .... a: a. l.:J CD :c " -",'" ~ Q; ~ ~j'" :~q~ ~~E ~ .l! ... ~ :=O~~ ~ 1.1) 0"1 " r-:. o , c) ... f') .. (fl (0 .... - -. .... .. , J ~ ~ ............ ,'~. \'i: ) fv ..j ..l \"l 10.. \> '-.., 'll " J "- '", \'-. 7J ..~~ -~ '""" . , ~~ .j . t<j''} C:l~ . J ~ _.lj '--I '..1 'j ,~. ~~ \\.~t,\; 'R <) '--> , ' .' '. , " ej" J l~ I~ 1~1 1\1 , I" .. o r- .. .~ ,"' , (' . , ; 'n '1 l. ) ,. " J. '. ~. i , . .._ I .--~ ~~ ,.-.~... .-. 4-t.~... ~ .~.. ...,:.