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Home My WebLink About96-00437 ~ ~ , -.....9 w- \J' O. \ CI) - 'd ... . I 0 0 ... tit Z LLI _ .--7 '. _,I, ~ '10' ,~, . .... '<:. J..Y .--...,,- ,::, <( N <( ~ cti 2 <( ~ J: Ol U l'l (I) Q :J ~ :8 ~ w ~ $ ...... ~ ~.. ~ i'0 U Q I'.! > it III )( )! ID~Q~ . 0 z 0: .. w w l'l 0. C) - . ....; z ... - 0 W - l- ID 15 2 0 W :J (I) g o 0: Ii w C :J o (I) :-.. t'.) "::;-- \ r '. 'V ~- i . . . I' ; .i . . -~..,.,.,...... ,--~"-_,-,,.,~~,,~ -i-_I'~... ...,:. Till.. t.. III \11111\ ,h,11 ILt. 101<111111111<11 I If '1\1 I' '". 1,l)l.1I Hq.:l..rt.n '11lt \'II,I:lIIlJ'l'!flll..ll"~'""'1 III I,d'" d.: i' ," I' !I 'i.';I" Iii' "~- II; 21-%-4]7 11111. III ,,1 ,!t .1111 did} Ill! ,I \~ 111, lilt ,I.. , f"l I'f !11111H III Ill,n,' \ ,r 1;.'-'., WARNING: It Is Illegal to duplicate this copy by photostat or photograph. I (I' "11 1111' 1"lllltl.lIt. S""JlI ., ., (; ,.., C) .j ~; i C- ',I ,OJ r"\'tJ ...."." ",,'o(~i' 1\ 01 ph., l'~\\ . ' '~-f' '. /;.~Y 'll\~~\' fjfj:.. :~~ itu' . .(-f,' . ;:1 "'\-- ... ,J \'<J. ..~ ".t,1 ~."f"", ...., ,,~,.I ".1',;> 'i-'''/ \,,(.!IEhT ~\ ~~,,,,, """"0"""'" ,,~::,~~ '^^""~ tv I /'1%> I).LI(' ".ot. tl)~.. .2.'1' COMMONWEALTH OF PENNsn...ANIA . DErARrME~T OF HEAlrtt. VITAL RECORDS CERTIFICATE OF OEATH "'tIP""'" ~ 'UlIUltlllf ......... .......OfOCUot..',...oon....., 'Gi'"''~''' CHARLES ..0000I:., ...- - - JOSEPII ,M' 1'''1'.'_'' 1"'''''''-;'''.''''''''''''''' r''''lf)O'C't'''''-'''OI._, II March 2, 1996 76 '" UOOOCII.c.. -!-- ....'MfVC,Ti,:.;,.-..- ~..........,,'...,... ~,_u:1a_l~.__.r._!..!.~.- 12 7802 ...."".31:..".._.,.......... _'."'''4''''''._ o<ii#o\li:"--..-----.. ... _1lJ l~~:: ~o ""'" ..... ,Eddystone. PA Cumberland Carlisle --.0 tot...... '.. CarUsle lIosp1tal _I(:"CUI(..,,"'.... OI:UClI.., 1c:.".'IO>o l,l'.,.t,I{C1'(JOOC~..(;.....,~~..l,..'t..'~:._ ...0..1] , l)':, I") I '...,. .:.L_....~__,___ _ "nrrl~lI Emma Kenns ". "..._.-rr:..fln.:<;YJV_o1:l).t.1 t.., ".X "'___"__ -___J.Q:!o'J:t HUflin -- -" C b I d -",' ....-.-- ."'';~~_:.:H_r.l_~L.l11.._. ".: J___..__ IoOCIrtolll''"''''''f..........._...:-_ " Hnrsnrct RUDD ...'()Jt....,."........,..-;.O(""utJJ>_~......_loJl(..,..., t!I> 155 lIunlert> Road. NewvtJll'. Il^ 17241 ---- ....(rc...r:o,O'O"..'..:... .._..(....;~c_..... .~.~~ "... ~ 1,',,-_. IUfl-;tlilm 1Wp.. Montgomery ..t'~!':!.lJ..t(l'!.l!.lr~!~.~!.J!I.I~lr,'l r.uk "LJ:t1!~p' p;......",..(......"....c...,,, trun l U'''JlR fUNERAL HOM[ !"._~,., H l"~'_ ~";d_.f!~.!..!!j/l ^~t!o'j _~ ..Q., .I~!, 8~" ttn'd.le PA ,.,,,,..,,-,, "''''II.C...ICl . r. ""'_'__'1 __ !!1't'b.!.L - 3Lfu.'~; " 3 . :...'C..."'..I.I....'O'OWf''''..'.......,''-'t:lJAC.O'oIII, .!!.fo ..... :""'....- .......,. .-:;.-...........--.............. .......- ..................-.........-..-..-, .......-..... """..---.....-.. '...... ",CICllotf..uaw.. 0- ..--::.:-:.'=~;:' II Su ervlsor "Townshl OiIC'ClI..'."""""OAll(VOfU""...C....-s...tC>c...-+ ClfCIl,..,, "-'Tv.... R'SO<<>oU ...._~ .-- .....,u"~,,...vs..._ -....-- ........r!oc...... .. White -"""'" ..._~-- 355 Hunter" koad 'j NeWVille. P^ 172/.1 .A"..II'.........:"..._..~ o 11 J ,. rnul 11011 .-OfIIl"".S.........f1-"""'I no F.mf!l.1 nolI ....><<JVn-OIL"O$O'1Of ]utn't'&\/I'o(.,$oro. (J a.-OO c._.._i] "---_.....:.J " "'-00._, :~~-""....._.._.- , ._"">_HI.lr~I-2~_~~Jl!f.I._ ~..&/ ~W.... 1';'I7'~., UO"II\.'ol'lOo""''''i'~~''-,, '.:I..~I'..i..N.. . I "':A~ .. ~+._ +__.-__._ 1u..!P..:.Q.!..CMH.~.. . ~::":::?:~ .=~-:~;. /" ~..;:...."":':.,~..~.,. ...,~......::..__. .u;--'.......~ . .......u_.._ UI '~l(, V I ~,,_ c..;: l\.L.'~"'l' ,', r, :::.::.:::.:..':":'''' -- -- I~Ai" 4-_~f"H;""I..u.~t)iPiii ..:--..-~, . 1:1. .cd:t~n_ 3 rl ('.~__ 1........_.- ..........-....__._H..... I~...............~_....,,-__ ._........._ .................... ,......-...-......- co. .....rII..'IC,l.Ul."... -.- ...-....-- . .__t1s.I";r_~:9_1_'\. . '?{L~(~.'...:~"_..trJ-..... '}If';O..,,....'Url...,,......,.t~; I.J()f'~...,~(JI"~ I~.~(...~~(. .._.-oui~s.(iHjo...i..ll-ii ---.- II,~"'I::... ~.-.......-.... '....-....-1 .-l....lo/<'Clllll''IoO 'I\III'...........o,u, .......-- ........,...-.LAIt '-.. Ol/f 'U.cJliIJ"Ctl...lr...;,....r.i,---- , ~ u ~ ~ J , ..0.' ~r~',~~ ~...::_'...~rr.;.. =-1'.~' .... r~'~l~~' C"=---' --.. --I.. --...lt1' c_............_ ....."",""",... .,_........_,............. 'c("-"'........~._;...\_,_ ,.. ,..." i';;;,......- \.0.... . liOf.. "-".",.".0-.._,_ --.'-..-'---.... -..- -----,~. :,"-,'.:''':-\;''tB.'''oL'''l,~.<'<''1'.{L'I.',7,A~:'t' ',-/.',i' 'I" ~ .cu"..nooa...UOOlH'......._,......................_....... ,.... ....aoP-"'O-...... ~... ._,..... .' .....-....,.--... ........--""...,...-........,,- ...'.... : !i!,',,;....'j'J)', '-"~"O-;;-l>;~ ".', ."t'.,..'....3~. 'M'" .'~-UoGtUIl..IOo(,....'I-oC'I..I..........U....~....."'I',._...._..". "......... _ ";:0" (. ;) t.__....,~...................._._ _.......__."_........11.....1_....._ 1....""......j.r>l-'f'O't.SOI'I~'oO'O...~.(,........JTIt>J1.lIS( rfl" 'W'Do(AlU""""INCOIlOOO,1I ."-:.,,",,,- lJa.,.,./ 1111;/." I', ,..,1:> 00l1............._."..._.......'...1._.......,_....'.....1_'.."~.".......,.,"""'.."'. -.......'............ll.... .. ~ j(, .. ..f.. _~' "Ie,., t.?&i ..._..."".... l'> ( I.~____- _______ ._.__....:....~,_.._-_C-l...: .0./.' 11 i.. ."....,."~""_..,,.._.._~~~"--. ~..~, 'I" .".' !"'''''~:;':'''...t.. C. 1',<; lo___._. ,--, r".. 00 >d :1l:1l c~ <1:~ 3 ..- C1'o C. (," ;~ <' ~ , " 2 ': I -. .~ \ Vol .. C '. ~J ) OS ~r; b .... Vi 9- :'0<: ~ ';:>;1- Ul OFFER The Department hereby offers a compromise amount of $15,444.96, plus interest, If applicable, This offer is not subject to negotiation. To indicate your acceptance or rejection of this offer, the enclosed Compromise Tax Agreement must be completed and returned to the Department of Revenue within thirty days, Failure to timely respond to this offer (positive or negative) will result In an assessment. If this offer is accepted and the above compromise tax Is paid In full, you will receive a Statement of Account applying your payment to the compromise tax amount. This statement will be assigned our Assessment Control Number (ACN) 102. A copy of the Statement of Account will also be sent to the Register of Wills, All existing Inheritance and/or estate tax credits will be applied to the compromise tax amount. This will include any discount from payments made in excess of the inheritance tax due on all present interests and all future interests where the tax rate has been established with certainty. Sincerely, ~ lit [llt); { \/8tu-r ;l:. Shawn E. YOU~ Trust Valuation Specialist Inheritance Tax Division Enclosure S-IT:INH67-66 ROW - , __....e.."'''..-_.'.'. \. ) .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 A Compromise Tax Agreement is hereby offered this 21st day of July, 1997. by the Pennsylvania Department of Revenue, hereafter the "Department". to personal representatives, hereafter the "Representatives", of the Estate of Charles J. HolI, late of Cumberland County. Pennsylvania, and who died on the 2nd day of March, 1996, File No, 2196-0437. TO WIT: The Department has offered to compromise the tax due on all future interests in the above estate where the tax rate could not be established with certainty for the amount of $15,444.98. The Representatives have accepted the Compromise Tax amount of $15,444,98. and The Representatives have agreed to pay the above Compromise Tax amount. plus any applicable interest, within sixty (60) days of the date of acceptance of this Agreement, and The Representatives hereby authorize the Department to apply to the above Compromise Tax, any and all existing Pennsylvania Inheritance and/or Estate Tax credits in excess of the inheritance tax due in the above estate on all current interests as well as on all future interests where the tax rate has been established with certainty, and The Department agrees that payment of the above Compromise Tax in full. including applicable interest, within sixty (60) days of the date of acceptance of this Agreement, will constitute full payment of all inheritance tax otherwise due on the transfer of the future interests considered in this Compromise Tax Agreement and, consequently, no additional assessment will be issued, and This offer is made subject to the condition that acceptance thereof must be received by the Department within thirty (30) days of receipt of this Agreement by the duly authorized estate Representatives reported on the Pennsylvania Inheritance Tax Return. The Representatives hereby accept the above offer and agree to the terms thereof this 11 "t day of July .199..1-. Accep~d for the Department of Revenue: -/,y O/)" if (I ,%'. I I"}"" -.....' I ,.,,".:-t:"'>;-r.J./) ~,t. .' (.f"r~.''''''''~'~- ,,",,'. liomas J, Mc~ormac, JCDirector ./ /Bureau of Individual Taxes Company ',L/l'rust Officer ( epresentative) (Representative) ROW BUREAU OF INDIVIDUAL TAXES INIIERITANCE TAX DIVISION OEPT :eC801 UARRISOURC PA "':6.060' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NO, COUNTY ACN 7/21/97 Charles J. HolI 3/2196 2196.0437 Cumborland 101 Dawn R. Walker Trust Officer Union National Bank & Trust Co. Unlvest Plaza Broad & Main Sts. Souderton PA 18964 Amounl Remitted y~~~ -~ ".'I.lurU"'.IOI", MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle. PA 17013 CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ~ -REV:; 547 EX-AFP (03-97) - - - - - -N0'i'icEoF INHERIT ANeE TAX AfODllA i'SEM81T:- ~LLOWAtrCrcR- - - - - - - - - - - - - - - -. DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF Charles J, HolI FILE NO. 2196'()437 ACN 101 DATE 7/21197 TAX RETURN ~AS: (D) ACCEPTED AS fiLED ( 0 ) CHANGED RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notcs Receivable (Schedule 0) S. Cash/Bank Depositsl Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Acin. Costs/~Isc. Expenses (Schedule H) (9) 18,148.19 10. Debts/Mort9age Llabillties/Uens (Schedule l) (10) 4,797.74 11. Total Deductions (II) 22,945.93 12. Net Value of Ta. Return (12) 984,477.66 13. Charltable/Goverrtnental 8equests (Schedule J) (13) 0.00 14. Net Value of Estate Subject to fa", (14) 984,477.66 NOTE: If an assessment was Issued previously, IInos 14. 15 and/or 16. 17 and 18 will reflect figures that Include the total of ALL roturns assossed to date. (1) (2) (3) (4) (5) (6) (1) 0.00 0.00 0.00 0.00 2,246.16 0.00 1,005,177.43 (8) ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount on Line 14 ta",able at Lineal/Class A rate 17. Amount of Line 14 ta",able at Collateral/Class B rate 18. Principal Ta'" Due TAX CREDITS: PAYMENT DATE 5/31/96 11/13/96 (15) (16) (17) 0.00 589,000.00 0.00 X .00= X .06 = X . IS = (18) RECEIPT NLMBER AA 112894 AA146948 DISCOUNT (') INTEREST/PEN PAID (,) 1,767,00 AMOUNT PAID 46,000.00 2,363.93 NOTE: To insure proper credit to your Iccounl, submit the upper ponion of this rorm with your tal payment. 1,007,423.59 0.00 35,340.00 0.00 35,340.00 TOTAL TAX CREDIT 50,130.93 BALANCE OF TAX DUE 14,790.93cr INTEREST 0 TOTAL DUE 14,790.93cr (If TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A CREDIT (CR), YOU HAY 8E DUE A REfUND. SEE REVERSE SIDE Of THl5 fORM fOR INSTRUCTIONS.) . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. PROBATE t.J JBA 0 OATE T/22J9T 4(0"':('''''' ~~ INHERITANCE TAX .'" EXPLANATION COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES OEPT =80601 HARRISBURG PA 111;'8.0001 DECEDENT'S NAME FILE NUMBER Charles J, HolI 2196-0437 ACN 101 SCHEDU~E ITEM EXPLANATION OF CHANGES NO. The tax due on all current interests is reflected on the attached Inheritance Tax Assessment. ------------.-.------. ~------_.._.._---- --.--..-----' ---------~----- , The tax due on all future interest uncertainties is covered on the attached compromise tax ---- __._ ___~__.~___________.u____.____'_____..__ --_._--~----_.._.- - proposal. ----.----- -------- --.- ---_.-- ----.------.--------.--.---.------- ---.--.-- --.-....- --------.- Net Estate $964,477.66 , - Transfers at 6% 569,00000 Subject to Compromise $395,477.66 -, --- ---.--- -- - - .---- -----.--....--..-.--- TAX EXAMINER Shawn E. Young PAGE 1 ORIGINAL '."",... ~...",........ ~--- ". '1 I~ ~,~ tl II' J ,l~ ,:') 'I '~ 1/1 , j1:';'::;'::~fT;',:< ~,... ',,,,~; .' ''''1. i, 'I,;, '_..f 1';-:.',( ";~'"\'':1.-~' l:~ \\\iJ',\<...~ '-,i\. <--, j. w ,;-.--., f M .~ '" ,(.. . " ~ ,:1 I ';: ~' '!--<,/ C\ ~ I .~ c-..... I ~ ~ = ~ :z; 1l Go Vi DC - .. " 0 '" CT E .. ~~ '" a: :> c :;. ,2 '" c ti c .. .... .. t: z! g:o. 0 O~ x c u ~g ::! -, .. .. ''0 ~ Z'S 0" '0 ,0 '0 :); o.Vl <t; [~> . -'... ... I , . , . <U ". " o .a .. " " o U <U >>"", .. '" ~ c "0 Ul::s O"r-- ::::oU)-f >U ~ - Ul<t; ....'0,,0- o C 0 "'.a . So._.... ~ CJ~s.._ ........:J II) Ul.o O'~ .... E - ~"U ~ a:U~U '" o '" '" ,., (? I rl .. o I" .. ."~ . !\ r I ~ ) '. " I , ; " . . !. , .'';\ ,,~ J , ". \' ~ '. . .', ---' --- ..,.,..,- -- 1':" . ; . -- .....--...M. _.._.--~- ., 'J , , l'- 10 ~ IIj ~ ~, ~ \3 ~ I .... ." ..' " ~. . 'l ;1., :.~:; ,'j; >~ 'I,..".,., "II ,': . J t' i I , . ~ ~' ',:, . ~; !; ,~ ~ j j :b "C '" 01 00 Vi 01 .!!l " i~ c: g- '" a: :> :;. c: .. ,2 c: U c: Z:!. ..... 01 01 "'ll. t: ~ 0 O~ )( c u -, djg ~ Z.~ .01 01 0] .. "C :)~ ~~ "C <l; [l> , C"'\J ''; Mr1 C=.r~ 1.L'"t. ~: '"'7., " ,. U :r. :: - .c t:: ::l r-- ::: 00 U ,., ~u'" ~... ' c:-,~ :,r,::s::So = o::r,.... :;:Utll- ;> U "::l:r.< "::: c ~o. ...~... .... &:'.c .. .=ut:~ :r.~ :::s Ion ";b E :;:': :J ::SU ; ~U-U ...---- (~- r . I i ,. , J ----- 4.....~-Jld..-... _ "-''1... ...,:. ~ ~I.q" .l/37 UNION NATIONAL BANK ^ UnlVl.\t CUI11,Mny May31,1996 Register of Wills Cumherland County Courthouse I Courthouse Square Carlisle, PA 17013 R E: Trust Estate of Charles 1. H oil, Deceased 355 Hunters Road Newville, PA 17241 SSN 717-12-7802 Dear Ms. Long: Enclosed is our check in the amount of $46,000 in payment of the Pennsyl- vania Inheritance Tax due from the ahove.captioned Trust Estate. The In- heritance Tax Return will he sent to you shortly, hut we arc making the tax pay- ment at this time to take advantage of the 5 % discount. Please send us your Official Receipt for this payment. Since the majority of Mr. HolI's assets were held in Trust with our hank, there was no need to prohate the Will. A death certificate is enclosed for your records. Please inform us of the Register of Wills tile numher you have assigned to this account. Thank you. (")(") ~ r,;; \d . . Ch .::!J Ilm ,".-, ,", DRW:pas Enclosure Sincerely, . "" -\/JL' _.. J/1 (WhO X Ll~.d I:J;;'~ Dawn R. Walker. .., Trust Officer :. =,; -," ":'.-:' t'l,. ~ <II cc: Elvin R. Souder, Esquire I ~ ')... ",01,> /1,' Univesl Plaza' Bro,1<1 & M,lin Street, . Souch'rtnn, Penn'ylv,1I1i.ll11lJh4 . 121 r;, 721,241111 i' BUREAU OF INDIVIDUAL TAXES INIIr.HllANCt lAX {)1VI~il(JN DEf)T 280001 ttAfHUSOUHG I'A li'l;'KOflQI I, t. , ( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~. , It' (() Cf:.q~'O l(t4ltJr~~ ~'!J,~,,-:;,.;fl~~ MlVU4,..AfPtO)t'1 NOTICE OF INIIERIT ANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NO. COUNTY ACN Dawn R. Walker Trust Officer Union National Bank & Trust Co. Unlvest Plaza Broad & Main Sts. Souderton PA 18964 ESTATE OF Charles J. 11011 MAKE CHECK PAYABLE AND REMIT PAYMENT ro: Register 01 Wills Cumberland County Courthouso Carlisle. PA 17013 CUT ALONG THIS LINE c> RETAIN LOWER PORTION FOR YOUR RECORDS ~ - _REV~~7EXAFP~f.~)-----NOT~EOFrNHE~TANCETAXAPPRA1sEMENT~AUOWANCE-riR---------- -----. DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX FILE NO. 2196.0437 ACN 101 TAX RETURN WAS: ([]) ACCEPTED AS FILED ( ~ ) CHANGED RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE APPRAISEO VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and 90nds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule 0) S. Cash/Bank Deposits! Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS ANO EXEMPTIONS: 9. Funeral Expcnses/Acin. Costs/Misc. Expenses (Schedule H) (9) 18,148.19 10. Oebts/Mort9age Liabilities/Liens (Schedule I) (10) 4,797.74 11. Total Deductions (11) 22,945.93 12. Net Value of Tax Return (12) 984,477.66 13. Charltable/Governnontal Bequests (Schedule J) (13) 0.00 14. Het Value of Estate Subject to Tax (14) 9B4,477.66 NOTE: If an assessment was Issued previously. lines 14. 15 andlor 16.17 and lB will reflecl figures thaI Include tho total of All ralurns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate 16. Amount on Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 taxable at Collateral/Closs B rote 18. principal Tax Due TAX CREDITS: PATMENT DATE 5/31/96 11/13/96 RECEIPT NLMBER AA112894 AA 14694B DISCOUNT (<) INTERES1/PEN PAID (,) 1,767.00 7/21/97 Charles J, Hall 3/2/96 2196.0437 Cumberland 101 Amounl Remllted -=3 DATE 7121/97 (1) (2) (3) (4) (5) (6) (7) 0.00 0.00 0.00 0.00 2.246.16 0.00 1.005,177.43 (8) NOTE: To Inlure proper credit to your account. lubmit tho upper portion of thllform with your tax payment. 1,007,423.59 (15) (16) (17) 0.00 5B9.000.00 0.00 x .00= X .06 = X .15 = (18) 0.00 35,340.00 0.00 35,340.00 AMOUNT PAID 46,000.00 2,363.93 TOTAL TAX CREDIT 50,130.93 BALANCE OF TAX DUE 14,790.93cr INTEREST 0 TOTAL DUE 14,790.93cr (IF TOTAL DUE IS LESS THAN ", NO PAYMENT IS REeUIREO. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULA110N OF ADDITIONAL INTEREST. RESERVATION PURPOSE OF NOTICE PAYMENT REFUND (CR) OBJECTIONS ADMINISTRATIVE CORRECTIONS DISCOUNT PENALTY- INTEREST . Estates of decedents dymg on or before December 12. 1982.. If any future lnleresl In the estate is transferred In possessIon or enjoyment to Class B (COUalerSI) beneficIaries of the decedent aner the exprralJon of any estate for life or for years. the Commonwealth hereby expressly reserves the nght 10 appraise and assess Irans'et Inhentance Taxes althe lawful crass 8 (COllateral) rale on any such future inlerest To rutfllllhe reqUIrements of SectIon 2140 of the Inheritance and Estate Tax Act. Acl22 of 1991 72 PS, Section 2140 Delach the top portion of thiS Noltee and submit With your payment to the Register of 'MUs ponied on the reverse sIde Make check or money order payable 10 REGISTER OF WIllS. AGENT A refund 0' a lax credit. whIch was nol requested on the Tax Return. may be requested by completing an "Appllcahon for Refund 01 Pennsylvania Inhentance and ESlate TaK (REV.1313) ApplicatIons are available at the Office of the Register 01 wins or any of lhe 23 Revenue OISlnct Offices, or by calling lhe speetal 24./1our answermg serv.ce numbers lor forms ordering In Pennsylvama 1.800.362.2050, outSIde Pennsylvania and w.thin local Harrisburg area (717) 787.8094. TOO. (717) 772.2252 (Heanng Impaired Only) Any party.n interest not satisfied With the appraIsement. allowance or disallowance of deductIOns. or assessment of taK (including dlscounl or interest) as shown on thIS Nolrce musl obJect wlth,n SIKty (60) days of receIpt 01 thiS Notice by -wnnen protesllo the PA Department of Revenue Board of AppealS. Dept 281021. Harnsburg. PA 17128.1021. OR ..electlon to have the malter determined at audit of the account of the personal representatIve OR -appeal to Ihe Orphans' Court Factual errors discovered on lhls assessment should be addreSsed In wnlIMg 10 PA Oepal1ment of Revenue. Bureau 01 IndiVidual TaKes. ATTN Post Assessment Review UOIl. Oepl 280601 Harnsburg. PA 17128.0601 Phone (717) 787.6505 See page 3 of the booklet ~Inslructlons lor Inhentance TaK Return for a ReSident Oecedenr IREV.1501) lor an eKplanatlon of admlMlstratlvely correctable errors It any taK due Is paid Within three (3) calendar months after Ihe decedenl's death a five percent (5%) discount 01 Ihe taK paid IS allowed The 15% 1.11: amnesty non.partlC/patlon penalty '5 computed on Ihe lotal of the taK and mlerest assessed. and not paid before January 18. t996. Ihe first day after Ihe end of Ihe taK amnesty penod ThiS non.part,cipatlon penalty IS appealable 1M the same manner and In the same time pened as you would appeal the taK and Interesllhat has been assessed as indicated on thiS nollce ~ IntereSI.s charged beginning With first day 01 delinquency. or MIne (9) months and one (1) day from Ihe date of death. 10 the date at paymenl Tales whtdl became delinquent before January 1. 1982 bear mterest at the rate of six (6%) percent per annum calculated at a dally rale of 000164 All tales whiCh became delmQuent on and after January 1. 1982 Will bear rntereslsl a rale whtd1 will vary from calendar year 10 calendar year w.th Ihat rate announced by Ihe PA Department of Revenue The applicable intereSI rates for 1982 through 1997 are YEAR INTEREST RATE DAilY INTEREST FACTOR YEAR INTEREST RATE DAilY INTEREST FACTOR 1982 20% 000548 1987 9% 000247 1983 16% 000438 1988.1991 11% 000301 1984 11% 00030t 1992 9% 000247 1985 13% 000356 1993. t 994 7% 000192 1986 10% 000274 1995.1997 9% 000247 ..Interestls calculated as fOllOWS INTEREST. BALANCE OF TAX UNPAID X NUMBER OF DAYS DElINOUENT X DAilY INTEREST FACTOR ..Any NotIce ISSUed after the taK becomes delinquent Will renect an Imerest calculation 10 Meen It 5) days beyond the date ot the assessmenl If payment 15 made after Ihe inlerest computatIon dale Shown on the Notice. additional Interest musl be calculated .-..-- .--- _.-- .~-- .--- "1' D NO. AA 146948 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ltk '--." 11'4-1WU(4"') 6 ACN ASSESSMENT I'l' CONTROL ~ NUMBER AMOUNT RECEIVED FROM: 101 ,.,;:..:lb.:l.'f3 UNION NATIONAL DANK PO BOX 197 SOUDERTON. PA 1096" ESTATE INFORMATION: ~ filE NUMBER Ii 21-1996-0lt37 ~ NAME OF DECEDENT (LAST) ;i HOLL CHARLES J 11 DATE Of PAYMENT '" m POSTMARK DAlE COUNTY 55N 717-12-7802 (FIRST) (MI) <'l . fa TOTAL AMOUNT PAID $2.363.93 PB CUMBERLAND DAlE Of DEAIH REMARKS UNION NATIONAL OK ~ TR CO ,/ RECEIVED BY , SIGNATUlE / SEAL CHECK" 73506 REGISTER OF WILLS MARV C. LEWIS REGISTER OF WILLS , " . -. --. .._~. ~-..,..,..- ............-A,.. ~ _ rc~... .1-:. , ..J /5- ;{Il ' . , BUREAU OF INDIVIDUAL TAHES INH[IJIIANCI. fU DIVISION D[PT. :eObOI ttAlllJlSBUIJG, PA 11I:6-0h01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT <.'- i~ .,. ,... . " ~-,,' -.' "'l'~' ";~~~;~~;:l " ~\\ r.L~-'."""': t\ ~,,,:.:\~~\!"'.~.::"'~ _l'~_, ''-j . UNIDN NATL BANK 8 TRUST C UIHVEST PLZ BROAD 8 MAW STS SOUDERTON PA IB964 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN "".:1"1"':1'/1 08,11,97 IIOLL 03-02-96 21 96-0',37 CUMBERLAND 101 CHARLES J , Anount Renit hid - , MAKE CHECK PAYABLE AND REMIT PAYMENT TO: DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-22-97 PAYMENTS (TAX CREDITS): PAYMENT DATE 05-31-96 RECEIPT NUMBER AA112B94 01 scouln (+) lINTEREST/PEN PAID (-), ! 1,767.00 I I I I I REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subMit the upper portion of this forM with your tax paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... R-Eii:i60-j-EX--AFii-ioji:97i-------...--iNiiERiifANCif-TAif-STA-fEHE-NT-CiF-AC-COUN-f--.-..--------------------- ESTATE OF HOLL CHARLES J FILE NO.21 96-0437 ACN 101 DATE OB-11-97 TN IS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF TNE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. PRINCIPAL TAX DUE: 35.340.00 , ; ~ i AMOUNT PAID 33,573.00 TOTAL TAX CREDIT i , TOTAL DUE 35,340.00 .00 ,00 .00 IBALANCE OF TAX DUE: INTEREST AND PEN. . IF PAID AFTER TNIS DATE. SEE REVERSE SIDE 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 PAVH[Htl D.t"h th. to, ,o"'on of thl. Hotl,. .nd .ub.1t ulth ,ou' ,,",,.nt .".. ".",,,\. to tho nn.. nm' ".."" prlntad on the ravor's slda. If .ESlD[HI D[C[DlHI no'. ,h." 0' non., 0'." ..vnb\. to: REGISTER OF WILLS, AGENT, If HDH,.ESIOlHI O[[[D[HI ..,. ,h." 0' .on.' 0'..' p"Obl. tp, COMMONWEAL TN OF PENNSYLVANIA. .[FUHO lCR" A ,.fund of 0 to. ".dlt, uhl,h uo. npt ,.qu..t.d on the '0' ..tu,n. n., b. ,.ou..t.d bv ,p.pl.t'n. .n "APpll,.tlon fp, '.fund of p.nn.v'v.n'o 1nh.,lton,. nnd [.tot. 'n." "[0""'" Appll,ot'on. .,. .v.I,obl. ot tho Off I'. of tho ...I.t.' of HI"', .nv of tho " ..vonu. D'.t,I,t Off".' 0' f,on t". D.p.,t..nt'. ,,'hou' oos..,ln. ..,vl'. nu.b.'S f.' fo,ns o,..,ln.: In p.nn.vlv.nlo 1"00"."'0'0, outsld. ponnsvlv.n'n nnd .lthln 'OCO' "o",.bU" 0'.. ,1I7l JOI...... 100' l1\7l ",."" 1I1.0dn. I.po',.d onlvf. AEPLY to: Ou..tlons ,...'dln. .,'0" ,ontoln.d on th's not I'. .hou'd b. "..,....d to: PA o.p.,tn.nt of ..v.nu.. .u,..u of l.d'vldu.1 I..... AlIH' po.t ..s."..nt ...1.. Unit. D.pt. ,"0.01. "",I.bu'" PA 11"..0.01. phon. (7171 7&7.bIj0~. D1SCOUNt; If n'V t.. duo Is p.ld ulthln th'.. ," 'BI..d" .onths .ft., tho d.,.d.nt'. d..th. . flv. p.".nt "., dl.,ount of the tax pald ls allowed. PENallY ; Ih. I" t.. .nn..t, non.p.,tl,lp.tlon p.nBltV I. ,o.put.d on thO tot.\ of tho t.. .nd Int.,.st .......d. .nd not pBld b.fo'. J.nu"V ,.. I.... tho f\,.t dBV Bft.' tho .nd of tho t.. ..n..tV p.,lod. lNTEREST; Int"..t I. ,h.".. b..lnnln. .Ith f\,.t d.v of d.'lnou.n'V. 0' nl.. ,., .onth' Bnd on. 'II d., f,on tho d.t. of d..lh. to tho d.t. of p.,n.nt. In'.' uhl,h b."'. .BI'nou.nt b.fo'. J.n..'V \. I'" b.B' Int.,..t .t thO 'Bt. of sl. '61.' p.".nt p.' Bnnun <B"UIBt.. .t n ..Ilv ,.t. of .0001.', All tB'" .hl,h b.'.'. d.llnqu.nt on .n. ."., J.nu.'V I, I'" vi' 1 b..' Int.,.st Bt B 'Bt. uhl,h ull' V.'V f,o. ,.I.no., V.., to ,B,.nd.' V.., .Ith th.t ,.t. Bn.oun'.O bv tho PA D.P.,t..nt of R.v.'u.. Ih. .p."'Bb'. Int.,..t ,nt.s fo' 1'" th,ou.h ,.., .,.: Year Interut Aata DallY Intarast Factor year Interut Aata DallY Interest Fector 1,e2 20X .OO051t& 1'67 '" .000241 19U 16X .000436 19a6'l'llJl llX .000301 Illelt 11X .000301 IIl'Z l)X .000241 llJa~ 15X .000356 llJIJ3'11Jl)1o '" .000}lJZ l!lab lOX .000214 lCJq~-19l)1 CJX .000241 ..Intorost h calculPtod ns follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS OELIllQUENT X DAILY INTEREST FACTOR ..Anv Hotl'. ,..u.o .ft., tho tB' b.'o'.' d.llnqu.nt .111 ,.fl.,t Bn Int.,..t 'BI,u'.tlon to flft..n 'I" .nv' b.vo'O tho ..t. of tho n...s.n.nt. If pBV..nt Is noO. nft.' tho 'nt.,.st ,onput.tlon oot. .houn on tho Notice. Rdditlonal lnterut .ust ba calculatod. __T ---...,.,..... r- _ '""""': T *'1-:~ , ; -----':----"'~. PAVHENTI D.t..h .h. 10. .o,.'on 01 'h" Hotl.. .n. .uo.ll .I,h ,0'" ",,,n.n. n... ..'00'. '0 ,h. non. on. ...,... prlntlld on tn. rllVllrso dclll. \I .ESID(NI O(C(O(HI no'. .h..' 0' .on.' or..r ..,.0'. '0' REGISTER OF WILLS. AGENT. II HOH,,,.ID(HI D(t(DCHI .... .h." or non., .r..r ..,.0'. to: COMMONWEALTH OF PENNSYLVANIA. .(fUHD ,c.,. A r.lun. 01 . t.. .r..'t, .h1.h w.. not r.ou..t.. on tho I.. ..turn. .., o. ,.ou..t.. 0' .o..,.t,no .n .A..II..tlon lor ..Iun. of ..nn"I..n10 Inh.rlt.n.. .n. (..... I.... ,.,,'\SUI. A..I1..tlon. .r. ...11.0'. .1 tho Off'.. of tho ..01.I.r of will.. .n, of tho " ....nu. OI.t,l.t Of I I... or fro. Ih. D...rt..nt'. "'hOu' .n...rlno ..ru1.. nunb.r. for fo'.' 0,..r1no' In ..nn.,I.nnl. I""".""'" out.I.. .0nn.'I..nln nnd w1thtn locll1 tltarrhburq nrota 11111 167-801J4, TOO- 1/111 n~-:.~r,~ lIlllllrlng Inpalrlld onlY'. .(.LY 10. Ou..tlon. "....,.. .rrors .ontn'n.. on th'. notl.. .houl. b. .....ro.... to. .A O..or.n.nt 01 ....nu.' 'ur.ou 01 In.,.,.,,1 t..... "IH. .o.t ......n.nt .,,'.w unit. 0..1. ,00..01. ...rr'.our.,.A ,,,,,,,.01, .hon. 1111J '81.bSO~. 01SCDtJ~T: \I .n, t.. duo I. ..Id wllhln \hr'. \S' ..I.nd.r .onth. .It.r tho d.....nt.. d..th. . II.. .....nt ,,~, dl..ount of thll ta_ paid is nllowod. Ih. I'~ t.. ..n..t, non,..rtl.,..t10n ..n.lt, 1. ,oo.ut.d on tho 'ot.' 01 tho t.. .nd Int.r..t .......d. .nd not paid boforo January 18, lIJ96 , thll first dllY aftor tho IInd of thO t,,~ ll~nllsty Pllrlod. PENAltY; INTERESTt Int.r..t I. .h.r..d 0..lnn1nO with flr.t d., 01 d."n.....'. or n1n. .., oonth' .n. on. III d., "00 tho d.t. of d..th. to tho d... of ."..nl. I.... .h,.h b...n. d.I1Mu.nt o.fo'. J.nu." 1, I'" o..r Int.r..' .t thO r.to o. .1. I.~' ..r..nt ... nnnun ..I.ul.t...t . d.II, "to 01 ..001.', All to... wh1.h 0"... d.lln.u.nt on .nd .It.. J.nu.ry I. ,.., will b..r ,nt.,..t .t . r.'. whl.h will ..ry froo ..'.n..r y..' 10 ..I.nd.r y." with th., r.t. .nnoun...o, tho .A D...rt..nt of ....nu.. Ih. ...11..0'. 1nt.r..t ,.t.. lor ,.., th,ou.h "" .r.. Vllar lntllrllst Rat. Dally Intere,t factor Vellr IntArll,t Rntll DailY Intllrest factor 11J6l lO~ .000S48 11)81 .~ .0001'" IlJU 16Z .000"16 IIJ88-II)IJI IIZ .DOnDI 198" II~ .000301 191J: fJi( .0002'" IIJ8~ U~ .00nr,b 1'ICJ3-ICJl)" I~ .0001CJ2 1'18& lDi( .OOOU'" IlJlJ~.llJCJ1 1Ji( .000:4' .-Interll,t II cllleulnted os follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..An, Hotl.. l..u.d .It., tho t.. b..o..' d.lln...nt will r.II..t .n 'nt..." ..I.ul.tlon '0 1I1t..n t1" d." o.yond tho d... 01 tho ........nt. If ..,..nt I. ..d. ....r tho 1nt.r..t .0n.ut,'lon .... .hown on tho Notlca, addltionnl lnterll,t _ust ba cnlculatlld. PAVHENTI D.tach the top portion of thl. Notlc. and .ub.lt Nlth your pay..nt .ad. payabl. to the na.. and addr... prlnt.d on the nv.rl. tld.. I f RESIDENT DECEDENT .... check or ~y ard.r payable to: REGISTER OF WILLS, AGENT. 11 NON'RESIDENT DECEDENT .ak. check ar eon.y ord.r payabl. tOI COI1HONWEAL TH OF PENNSYLVANIA. REfUND (CA)I A r.fund of . tax cr.dlt, which Na. not r.qu..t.d on the Tnx R.turn, .ay b. r.qu.lt.d by co.pletlnt an "Appl1caUon for R.fund of Penn.ylvanla Inheritance and E.tste T.... OlEY.UU). Appl1catlon. ar. anUable et the Office of the R.ght.r of "l1h, any of the Z1 R.v.nu. Dhtrlct Off Ie.. or froe the n.part.ent'. Z4.hour an.werlng ..rvl,. nueber. far far.. ord.rlng: In Penn.ylvenle 1.800.36Z.Z0~0, out. Ide Pennlylvanla and Nlthln local Harrisburg .r.a (717) 187.8094, TOOl (717) 71Z.Z2S2 (H.arlng I.palr.d only). REPLY TOI Que.tlon. r.gardlng .rrar. contained on thl. not Ie. shoUld b. addr....d to: PA D.part.ant of R.v.nu., Bur.au af Individual Ta..., ATTNI Po.t A.......nt R.vl.. unit, Dept. 280601, Harrl.burg, PA 171Z8.0601, phone el11) 187-6505. DISCDt.lfTI Jf any tax due I. paid within thr.. el) calendar .unth. .ft.r the decedent'. death, a flv. p.rcent (52) dl.count of the tex paid I. allowed, PENAL TV r The 15X tax aanelty non.partlclpatlon penalty I. coeput.d on the total of the t.. and Int.r..t .......d, and not paid b.far. January 18, 1996, the flr.t day eft.r the and of the tax aan..ty p.rlod. IHTtREST1 Int.r..t h charged beglmlnt wlth flr.t day of d.llnqu.ncy, or nl". (9) eonth. and one (1) day fro. the data of d..th, to the date 0' payaant. T.... which b.c... d.llnquent b.far. January 1, 198Z b.ar Int.r..t et the rat. 0' .Ix e6X) percent per annua calculated at a dally rat. 0' .000164. All ta... which blc... dlllnquent on and .ftlr JanuarY I, 198Z .111 blar Int.rl.t at . r.t. which NIII vary froe calendar Ylar to calendar ya.r Nlth that rat. announced by the PA Depart-.nt of R.v~. The appllcabl. Int.r..t r.t.. for 1982 through 1997 .ra: V.ar Int.r..t R.t. O.lly Int.r..t Factor V.ar Inten.t Rate Dally Int.r.,t Factor 1982 zoX .000548 1987 .. .0002U 1983 I.~ .oooue 1988.1991 \IX .00UOl I... llX .00UGl 199Z .~ .000241 19as U~ .000156 1993.1'J4M n .11110192 I'" lOX .000274 1995.1991 .~ .ooaztt1 ,ulntere.t h c.lculatld II follow. I INTEREST = BALANCE OF TAX UllPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ._,"y Notice I..ued .ftlr the tax bICOH' delinquent 11I111 r.fllct en Int.r..t calcul.tlon to 'lft..... (15) day. beyond the date af the ........"t. 11 p.yant h .ada atter the Inter..t coaput.Uon date thoMn on the Notice, addltlonel Int.r..t "".t be celcul.tld. /j--I00',.{ COMMONWEALTH OF PENNSVLVANIA '. ,..; ~* f DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER 1I,.IItllll'lIl.t" DATE 12-29-97 ESTATE OF HOLL CI1ARLES J DATE OF DEATH 03-02-96 FILE NUMBER 21 96-0437 COUNTY CUMBERLAND TRUST C ACN 202 BUREAU OF INOIVIDUAL TAXE5 INlll.AllANCI IAIl UIVISION 01 PI. ;oaObO I liANAuaUNC, PI I 11"'. OItD I UNION NATL BANK & UNIVEST PLZ BROAD & MAIN STS SOUDERTON PA 18964 r Anount Renltt.d MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnlt the upper portion of this forh with your t.. p.ynent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ..... Rifv:7j6--Ex--AFP--(oj~-97j-----.-.-NCiilcE--oF--nETE-RHiN-Afio-N-AN-n-A!isEsS-HENT----------------------------- OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF HOLL CHARLES J FILE NO.21 96-0437 ACN 202 DATE 12-29-97 ESTATE TAX DETERMINATION 1. Credit Far State Death Taxes as Verified .00 2. Pennsylvania Inharitance Tax Assessed (Excluding Discount and/or Interest) 48,363.93 3. Inheritance Tax Assassed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 48.363.93 .00 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based an Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAVMENT DATE RECEIPT NUMBER DISCOUNT (+) I INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT I .00 BALANCE OF TAX DUE' .00 INTEREST AND PEN. I .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE elF TOTAL DUE IS LESS THAN $1, NO PAYHENT 15 REQUIRED FOR CALCULATION OF ADDITIONAL INTERE5T. IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCRl, YOU HAY BE DUE A REFUND. SEE REVER5E SIDE OF THIS FDRH FOR INSTRUCTIONS. I .. ' PURPOSE OF HOTICEl To fulfill thl requlr...ntl of slctlon 2145 lb) of thl Inheritance and E,tat. Ta. Act, Act 21 of 1995. (12 P.S. S.ctlon 91451. PAYKENT: D.tach the top portion of thl. Hotle. end lubalt with your pay..nt to the Aeglltat of Wills prlntad on the r.vet.. .Id.. n "aka chack or .onay order payabh to: REGISTER OF MILLS, AGENT. REFUND (CA)1 A r.fund of . tax cradlt ..y ba requa.tad by cD.platlng an "Application for Refund of Pann,vlvanla Inheritance and Eltat. Tax" CREV-IlI]). Applications at. available at the O,flc8 of the Ragl,ter of Willi, any of the Z5 Ravanue District Offlc8' or fro. the Depart.snt's Zit-hour 8n,warlng ,.rvlel nuab.t. fat for.. orderIngl In Pennsvlvanla 1-800-362-205D, outlld. pennsvlvanla and within local Harrisburg ar.a (711) 187-809~, 100' (717) 772.ZZ5Z (H.arlng I.palr.d Only). OBJECTIONS: Any party In Int.rest not satlsfl.d with the ass.ss..nt of taM as shown on this notice .ay obJ.ct ~Ithln slMty (60) day. of r.celpt of this Notlc. by: -.wrltt.n prot..t to the PA n.part..nt of Aavanua. Board of Appaals, Oapt. Z810ZI, Harrisburg, PA l11Z8.10Z1, OR "alectlng to have the .att.r d.ter.lned at audit of the p.rsonal represantatlve, OR .-appeal to the Orphans' Court AD"IN- ISIAATIVE CORRECTIONS I Factu.l .rror. dlscov.rad an thl. a.......nt should b. addr.ss.d In writing tal PA n.part..nt of A.venu., Bur.au of Individual Tax.., ATTHI Po.t A.sess.ent Revlaw Unit, nept. Z80601, Harrisburg, PA 11121-0601. Phone (711) 187-6505. Se. page 5 of the booklet "Instruction. for Innerltance Tax R.turn for a Residant Decad.nt" (REV-ISOl) far an explanation of adalnl.tratlvely corr.ctabl. .rrors. PENAL TV: The 15:< tax a.n..ty non-participation penalty I. co.put.d on the total of the tax and Inter..t ass.s..d, and not paid b.for. January 18, 1996, the flr.t day aft.r the .nd of the tax ..n..ty p.rlod. Thl. non-participation p.nalty I. appaalabl. In the .a.. .ann.r and In the the .a.e tl.. p.rlod a. you would app.al the tax and Int.r..t that ha. be.n as.....d a. Indlcat.d an this not Ie., INTEREST I Additional penn.ylvanla E.tat. Tax ..s....d a. a r..ult of a chang. on the F.d.ral E.tat. Tax clo.lng lattar beco.e. delinquent at the expiration of one (1) .onth froe the data the final notice of the Incr.a.. In Fedaral E.tat. Tax I. received. Tawe. which beca.e d.llnquent bafor. January 1, 1982 bear Intere.t at the rate of .Ix (6:<) p.rcent par an~ calculated at a dally rate of .000164, All taw.. which baca.. delinquent on or .fter January 1, 1982 will be.r Inter..t at a rate which will vary fro. calendar y.ar to calendar year with that rate announc.d by the PA Depart..nt of R.venu.. The appllcabl. Interest rate. for 1982 through 199. are I ~ Int.re.t Rat. Dally Int.r..t ractor V..r Int.rest Rat. Oally Int.rut Factor 1982 2DX .000548 1987 .X .000241 1985 16:< . OOO~58 1988-1991 lIX .000501 1984 lIX .00nOl 1992 'X .0002~7 1985 UX .00n56 1995-199~ ]X .000192 1986 lOX .00aZ7~ 1995.1991 'X .00OZ~7 ulnt.rest Is calculaUd o. follow. I INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Not Ie. Is,u.d aft.r the tlx b.co.e. delinquent will r.fl.ct an Int.r..t calculation to flft..n (IS) day. beyond the date of the a..e...ant. If paye.nt ,. .ade after the Int.r..t coeputatlon data .hown on the Notlc., additional Int.r..t .ust be calculated. COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERHINATION AND ASSESSH[NT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN / .<1 I ~,., BUREAU OF INDIVIDUAL TAKES IHtlLAIIAH([ 'AX DIVISION aLP'. :10.01 ItARRI5IUNG, Pi 111:1'0"01 UNION NATL BANK & TRUST C UNIVEST PLZ BROAD & HAIN STS SOUDERTON PA 18964 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 12-22-97 HOll 03-02-96 21 96-0437 CUHBERLAND 201 Anount R...t t t.d C/ -~ . ' -=" . .t.. ..,....,...' I"'" CHARLES J HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE I To insure proper credit to your .ccaunt, sub.it the upper portion of this forn with your t.x paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~ R-iv:4SJi-EX--AFP--Coi:-97j-----ii.-HCificif-OF--DET-iRHiiiATio-N-AiiD-AlisEss-HEH;r---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF HOll CHARLES J FILE NO.21 96-0437 ACN 201 ESTATE TAX DETERMINATION 1. Credit For State Daath Taxas as Varified 2. Pennsylvania Inharitance Tax Assessed (Excluding Discount end/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed S. Pennsylvania Estate Tax Due TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCOUNT (+) INTEREST/PEN PAID (-) 48.363.93 .00 AMOUNT PAID DATE 12-22-97 .00 48,363.93 .00 TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .IF PAID AFTER THIS DATE. SEE REVERSE SIDE lIF TOTAL DUE 15 LESS THAN $1, NO PAYHENT 15 REQUIRED FOR CALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) PURPOSE Of' NOTICE~ To fulfill the r.qulr...nt, of S.ctlon 214~ lbl of the Inherlt.nc. and E,lal. 'a. Act, Acl 21 of l"~. (12 P.S. S.ctlon '145). PAVMENT: O.tach the top portion of Ihl, Notlc. and .ub.lt with your pay..nl to Ih. R.gllter of Willi prlnt.d on the ra.....ru lid.. .- Hak. check or .onlY order payable 101 REGISTER OF MILLS, ACENT. REFUND (CR): A r.fund of a tax cr.dlt .ay b. raqu..t.d by co.pl.tlng an "Appllcallon for R.fund of P.nnlyl....anla Inh.rlt.ncl and Ellat. Ta." <<REV.1313). Appllcatlonl ar. a.....llabl. .1 Ih. O"lc. of the Rlglll.r of Willi, any of the 23 RI....lnu. Olllrlct O'flcll or fro. the Dlp.rl'lnt'l 24-hour an'wlrlng I.rvlc. nueb.rl 'or 'or.1 ord.rlng: In P.nnlylvanla 1.800.362.2050, outlld. Pannlylvanla and within local H.rrllburg araa (1111 181-80'4, TOOl (111) 112.2252 IHa.rlng I.p.lrad Only). OBJECTIONS: Any p.rty In Intar'll not latllflld with thl alllll.ant of ta. al Ihown on thll nollce .ay Object within Ilxty (60) d'YI of rac.lpl of thll Notlc. by: .-wrlttan prot'lt to the PA D.part..nt of Ravanu., Board of Appa'll, D.pt. Z81021, H.rrllburg, PA 11128-1021, OR ...l.ctlng to have the ..ttar d.tar.ln.d .t audit of thl parlonal r.pralanlatlv., OR ..app.al 10 Ih. Orphan.' Court. ADHIN- ISTRATIVE CORRECTIONS: Factual arrorl dllCOVlr.d on Ihll allall'ant Ihould ba addr"lld In writing to: PA D.part.lnt of RIVlnu., Bureau of Individual Tanl. ATTN: POlt A.......nt Rlvl.w Unit. O.pl. 280601, Ilarrhburg, PA 11128-0601, Phon. Cl11) 181.6505. Sal page 5 of the bookl.t "Inltructlonl 'or Inh.rltanc. Tax R.turn 'or, R'lld.nt D.c.dlnt" <<REY-1S01) for an I.pl.natlon of ad.lnlltrallvlly corrlctabl. .rrorl. PENALTY: Th. 15~ tax '~Ity non.partlclp.tlon pln.lty II co.puted on the tot.1 of the tax and Intlr'lt a.I.II.d, and not paid b.for. January 18, 1"6, the flrlt day aft.r the and of Ih. ta. a.n'lty p.rlod. Thl. non"partlclpatlon plnalty I. app.al.bl. In thl .... .ann.r and In the the I." tl.a plrlod .1 you would app..l the tax and Intar'lt th.t h.. baan .....,ad ., Indlcat.d on thll not Ie.. INTEREST: For dat.. of d..th on or .ft.r 10-3.'1, P.nn,ylvanla [.t.l, Ta. ba.ad on the F.d.ral E.tatl Ta. rlturn b.co... d.llnqu.nt at the ,.plr.tlon of nine <<09) .onth, froa the d.t. of d..th. For dat'l of d..th prior to 10.3.'1. P.nn.ylvanla [Itat. Ta. b,..d on the r.d.ral [.t,t. Ta. r.turn b.co'.. d'llnqu.nt at the ,.plratlon of .Ight.an (18) aonth. 'rol the data of da.th. T.... which b.ca.. d.llnquant b,'or. January I, 1'82 b..r lntlr..t at thl rat. of II. <<6~) p.rc.nt p.r annua c'lcul.t.d at . dally r.ta of .000164. All t..11 which b.ca.. d.llnqu.nt on or aftlr January 1, 1'82 will b..r Int.r..t at a rat. which will vary fro. cal.ndar y.ar to calandar y..r wllh th.t rat. .nnounced by thl PA O.pert..nt 0' R.v.nu.. Th. .ppllc'bla Int.ralt r.I., for 1'82 through 1"8 ar.: V.ar Intar..t Rat. Dally Inter..t Factor V.ar Intar..t R.t. D.lly In"r..t Factor 1'82 zo. .000548 1981 ,. .0D0241 1'83 16% .000438 1'88.1"1 II:C .000301 1'8" U:C .000301 1992 ,. .D002to1 1985 13~ ,OD0356 1993-1"4 'Z .DOOI'2 1986 IO~ .OQ0274 11)'5.1'1)8 ,. .000l41 ulntar..t Is c.lcul.tad .. 'allow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notlcl I.'uad aft.r the tax b.co... d.llnqu.nt will r,'lect .n Int.r..t calculation to 'I,t..n <<IS1 day I b.yond the det. of the .....'..nt. If p.Y"nt II .ad. .ft.r the Int.r..t co.put.tlon d.t. Shown on thl Notlc., .ddltlonal lnt.ralt .u.t bl calculat.d.