HomeMy WebLinkAbout96-00500
PETITION FOI{ PlmnATE und GI{ANT OF I.ETTEHS
d I - ~ W - 50 C\
FlII/II' '(/ Ri ta E. Tyc
Ill", A"'''flt (/.\
No.
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s".."'/,\....lIri'........", 195-.16.,.4952
I(l'I,i",,, ,,' Wil" IIlI II,"
('''llIlIy,,1 Cumbcrlanp_ illlhc
l'llll1l110llwcalth \,1 11clIlI\ylvania
11,,: !ll'lilion "I till' t1l1lll'l,i~lIl'd Il"pl'\.'llllll~' Il'Pll"l'lll\ Ihal:
"lUll Pl'liti'lIIl'lt\). \\llll i.. all' I~ Yl'a" III agl' 'II tlllll'l .1111hl' l"l'l'lllr ix _ ~- '" _.___n~__' named
in Ihc 101'1 \\ill "I I Ill' allll"')"'n""'nl. dOli cd . August 27, .. .. ,-'-" II)~.
and wdil'ilb) dal,'d N A. Petitloner is the succeeding.ill1~L.ilu,ernate
,Executrix as named .in Paragraph. Fifth of Dec~d~nt.~S._Ii.UJ,.I_
.whereas JosephL.. Tye died December 16, ,l.9.~B.!_
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1\1;lh'll'kLIlII ~11~'llnl\lall~'\,\. l',1' Inlllll,'I,llillll. d~'.l(h..1 l'\edlhH, l'lcl
Dct.:l'lIdl'lIl \\a.. dOl1lil.'ilL'd ,II dl'ath in G!JIl\PJ:~:r_~~_n_d . _ . _____ Cotllll)'. PCIII1\ylvania. with
h.__ ,,' 101'1 family "r I" in"ipallc,idcn"c OIl ..131... South ..15 th _Stxe.eL-IJ..Q..J:.Q.Y!lh-9 f
_G..amp_.Hill, .C.amp Hill, . PA._ll011._...._ ..--.'" --.--.
111'[ '1IlTI. 11lll11bl'l ,111.1 1ll\llh,lp.tlll~'
Ile<CIl<IcIll.lhCI1 B2 \l'ar' "I .I~C, dicd ____ n. Jlln.e_l~_._._, )1) 96
'" 131 Sou,th 15.th 'Street, ._C.amp. Jli 11, .PA. _.1J_911
E\\.:I..'1'1 01\ ,",,110\\\, lk~l.'lklll did l101l11arry. \\a... not L1i\'Oh:I.'U and did nnt Ita\'c a child born or adopted
aftcf c..\\......lllion uf Ihl' \\ill UHl'h.'d for prohate: wa\ 1101 the \'il..'tim of a "-illin!! and wa~ never adjudicated
iUI.'OIll!'l'll'llI: _______~J~__ - - -_.--~"'--_._---------~-~~ .------
lk~I.'IHh..l1l at dc.lIh owned properly \\ilh c\limatcd \'altlc'I a... 1'0110\\';
(II' domldlcd in POI,) All pcr""1:1111[Ol"'r1l S
(If lint uOl11h,.'ilcd in POl.) Pl'r,onal property in PI'I1I1\yl\';lIlia S
(II nol dOllli":III...d in POI.) I'cr,ol1,,1 prupCIIY in County S---n
\':1111<' .,1 lcal,',I;II,' ill I'ClIII,\I\;,"i:l S 02,500.00
,illl:II,'d a, 1,,111"\\: '_' 131 Sout.hJ5 th ~.t._r~_Ett.,__.C.a.mP. _~.U.!., PA 17011
500.00
\\ 1II'.I(I'.HIRI'., pCliliol1crt\) rC\p<'<Ilulll rcqllc'Il'1 Ihc p",halc of Ihc la,1 will :lIld codicil(s)
pr<,'cl1led hCIC\\Ilh al1d IIIl' ~ralll "I' ICllcr' _ ..test.amJ:!lltai:.Y_. --.-...
11l"I,lI11l'1I1.1l\, ,Hlnll:lI"iI.\II\lll":.la.; ;lLhnil1l~lIalinn ..t.ll.n".I.a.)
11\1,'1011.
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Delia Neuman flkla
Mary Delia AnneTye
121 E. S.treet, .S.E.
Washington, D.C. 20003
. .~_i0_o?-'J.Ab<LO.
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OATil OF I'EI{SONAL IU>:PIU>:SENTATIVE
CO\I\IO:'<l\\E"I.TII OF l'E:'<I:'<ISYI.\'A1"IA I
J'. :;s
COl 'TY OF CUMBERLAND_.______.
I h"'I'"'111HH1"'II,1 ah\"l'.n;lll\l'" '\\l'''I(''') \H aHirl11('llhalllH..' ...lall.'l11l.'nl' in Ih~ forcgoing. pClitiol1 arc
IlIll' .lIld ,,',Hll',,:llo Il1l'I'I.',1 ,I' I Ill' ~IHH\kd!!t.' alld hdid of pl'lilionl'r(...) and lhat a... pcr\onal rcprc"icn-
1.1I,\<<.'j',j \lllhl' .Ih"",' dl.'\.'l',h.'1I1 pl'lili'llll'l(') \\ill \\1'1I and trlll~ admini...tl'llhc 1'\W1C a..:conling III law,
S\HIIII I,' "' allill''';,d ;111.1 '."I"<Ii.""d {..' Delia Ne\l..ma. n....fI..k.l.a_.__ <r.
h"IIlr"~""111' INE 1151 .-- ~~'\ III MarYDella'lAn.!le_'I'Y~__ ~
~..tf~1l . _ ~(\I>! ')'1'1 ",1W'-l.,-,\l."~"h~ ~
/ljIJ.' .7t:.U..,~(),f.' '\..' ,.1 .' L.<.L i r~:"t"---"""-Q;;~ _ ;4-----~ ~
~ ,.. MARY C. LE'WI5 I<I'.CI\II'r. '011 /\;;7o'..L.1):..; .~~~(\4:-1\.~ ~
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Nil. ') I - 96 - c,oo__
Eslulc III'
IlIT A E TV!:
. I)cccuscd
I)EClmE OF J>>IUmATE ANI) (mANT OF I.ETTERS
AND NOW ___,I~N!_X~~_uun____ 11)__ 95 . in cun,hleralion of the I'elilion on
Ihe rc\!cr!'iC ~idc hereof, silli~.I'ill:t()ry prnof hu\'illl( heen prc"~l1ll'd hchnc lIle,
IT IS DECREED Ihalthe in'trnlllenl(') d,ued,_ ___~!!.G.!l.ST_?1_.__19fir,
de,erihed therein he adlllilled tOl'rohale and filed 01 reeord a, Ihe la,t "ill 01
RITA E TVE
iESTlir;ltNTfiRT ----------,
DE~.!i\_ NEUMAN f/k/a MARY DELIA ANN TVE
and Lellers
arc hereby grallled 10
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MARY C. LEWIS
FEES
Probate. Leller,. Ete. 0"""" $ ?OO. 00
Short Cerlifieale,(B ) 0 0 , , , , , , " L_.2A~OO
~~~~nciation ..............., $. 15.00
X-Pages , L__g-;uO
JCP TOl AI. - $-253-88
Filed 0' 0 ~~.~~ 0 ?o5,., , ] ~~,~ " , , , 0 , 0 , ,2,5, :, 0
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LAST \0111,1. AND TESTAHENT
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BE IT REMEMBERED, that I, RITA E. TYE, presently of
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:i Camp Hill, Cumberland County, l'ennsylvnnJ.a, being of sound and
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Ii disposing mind, memory and understanding and considering the un-
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i certainLy of life and heinl.; d,'sirous of settling my worldly affairs
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II while I have strength and cllpacity, do make, publish and declare
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II this to be my Last lVill and Testament, hereby revoking and making
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:1 nature thereof by me at any time heretofore made.
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!l soon as conveniently may be done after my decease.
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FIRST:
I direct that my funeral expenses be paid as
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estat~,
SECOND:
All the rest, residue and remainder of my
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Ii real or personal, I ~ive, devise and bequeath
to my husband,
conditioned, however ,I
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\1 Joseph L. Tye, his heirs and assigns forever,
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il that in the event of his death in my lifetime, or in the event of
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:i his death \~ithin the period of ninf'ty days after my death, the
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il said devise and bequest of resi.due shall lapse or be divested, and
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i! in either event, I give, devJ.se Ilnd bcque:1th the residUe! of my
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:i the surViVal" of them, their heirs and assigns forC!ver.
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from the dat~
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It is my intention, howevf'r, and I so declare that if
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husband be livin~ at the expiration of ninety days
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: or my death, the estate hen'by devised and h'queathed to him shall
,vest in him absolutelv and in fp" simple, free of 01]1 conditions.
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'I Should my husband survive me, I authorize my Executor to use and
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IIp!,l;' 1Ir. much n' Lk. IH,L :ncolll" .1ntl pri.ncl.pnJ or lilY erll.aLe ns may
be neCCl13nl'Y fOJ: Id,s nUPllOl'L [Inti I<cll-bl'inp, unLi.l lillch t',me os illY
i(~ntllte shill!. veGL in him ahnoluLely Mill in r.,C' ni.llIp]c.
THIRD: I dlt'ect Lhat th., !.co1"acy Ol' shore of real or
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:p(\1:::;on[\1 pr.op('eL~' :-;11.1 ill~~ \.0 un:.' Id:.ll0L" ullllc..... Lll(' provisions of
!Ithis illY Hill shil11 be retained l)~/ lilY Trwltee, hereinafter named,
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iiIH TRUST, to invest and reinvest tbr-' same, collect the income, and
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ilafter payinG all e~:pcnscs inci.dent to tbe mana[;ement of: the trust,
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ilto u~~c and apply (1:; much or the n('t I.ncolilc and pd.ncipal as may be
ilnecessary 5.n the sole d5.::cret,l.on 0': my TJ:ustee [or the support,
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ilmaintenanc(', comfol't and cducati.on of t1'0 said minor. and "llv:!n the
ilsaid minor arrives at the age of tuenty-one to pay to 11'~r the bal-
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:tance of the principal rema:i.nin~ nnd an)' accumulation of income free
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;!and clear and d5.schareed of all trus ts. I direc t that such pay-
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:imrmts [or support, 1lI3i.ntenance, comfort, 3nd education, shall be
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!,made "Iithout the .i.nterventi.on of: a r,uardian, and the receipt of
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ilsuch persons as ma)' be selected by my 1'l'ustee to disburse such
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lpa)~ents shall be sufficient 3cquittance.
FQ.U]lTII:. I direct that all estate, inheritance and
Isuccession taxes on property passing under this my Will, or any
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! Codicil thereto, sh311 be p3id out of: thf" principal of my eeneral
: estate to the smne ('f(ect 35 ::_." such taxes \~ere expenses of admin-
! istration, and all lcp.acies, devi.ses and other gifts made by tbis
'my \lill, or by any CodLcil thereto, shall be free and
clear thereof.
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! Joseph L.
FIFTH: I nominate, constitute and appoint my husband,
1'ye, E::ectltor of: this my Last Hill and Testament.
In
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the event 0 r 1.1 Vi'lcnncy i.n snil\ () r rIce I J appo lnt my daughter,
Hm:y Delll.l Al1IlC '1\'.', ~;ucc....dl.nt~ j~x"cutrlx, with nIl the pO\~ers,
authorlt~' and d.i.scJ:'(.tion (). 1.111' [iJ:!;t-nllmcd. I [ul.tller nominate,
consti.tllte and appo.i.nl. my dall[',hter, Nary D(!lia Anne 'rye, as
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of thlfi rn~/ l.;u;t HilJ .11l~l 'r,...~;t_:llllr."t.
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SIXTH: I direct th11t my Executor and Trustee, in lIddi-
to and not i.n limitati.,on or any authol'ity given to them by
shall have the: fa lloui.n::" pmlcrs:
A) ror I.lny purpose or administration or distribu-
and at any t.~me, to sell any or all oJ: my rf!al estate for
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:',such price 01' prices and upon such terms and conditions as they
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lishall dcem best.
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if n) To reta1.n all stocks, bonds and other invest-
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:!ments madc by me for di.stribution in kind, or in their discretion
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lito sell and transfer such investments eitheJ: in person or by attor-
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IN HITr."ESS HH8REOF, I have set my hand and seal to this
Itny Last Hill and Testament, Hhich consists of four pages, to each
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:bf \~hi.ch I have aHixed my signature this ,;11 day of a7~
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:pne 'thousand Nine Hundred and Sixty-five (1965).
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Signed, scaled, published, and declared by RITA E. TYE,
.the above-named Testatdx, as and for her Last Hill and Testament,
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';tn the presence or us, \'lho, at her request, in her presence, and
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21 - 96 - 500
REGISTER (W WILI.S 0... COUNTY
OATH 0... SUIlSCIUHlNG WITNESS
codicil
(each) a subscribing witness to Ihe will presclllcd herewilh, (ellch) heing duly qualified according 10
law, depose(s) and say(s) thaI presenl and saw
the teslal , sign Ihe same and Ihal signed as a wilness at Ihe
request of teslal_ in 11- presence IInd (in Ihe presence of each olher) (in Ihe presence of Ihe
olher subscribing wilnCSS(es)).
Sworn 10 or affirmed and subscribed before
me this day of
19_
(Name)
( Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON.SUBSCRIIlING WITNESS
Delia Neuman and Rita T. Backenstose
(each) a subscriber hereto, (each) being duly qualified according 10 law, depose(s) and say(s) Ihat
each i" familiar with Ihe signalure of R it" R 'l'y"
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of (one-ef--tIte--5ub!;l!fibing-wil_~"'-Ig) Ihe will
testal 0 r
presenled herewith and
'Codi<.'il-
believes Ihe signalure on Ihe will is in Ihe handwriting of
Ihat
each
Rita E. Tye
to the best of her
knowledge and belief.
LEWIS
~e~-' (I )<2u..r~
(Name)
~1~1 E. stretEet, S'E~' ,waShin:;;Joton D.C.20003
, J Z (Address)
Register l: t It / J I f}
(Name)
103 W. Uwchlan Ave., Downingtown,PA 19335
(Address)
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CERTIFIED COpy OF POWER OF ATIORNEY
THE omo CASUALTY INSURANCE COMPANY
.
IIOME OI'l'ICE.IIAMILTON. 01110
No. 31-01B
~11111t1 ,All ~rn hU mllrer llrfefl1le: nUl Till ()III() CASU,\ITY INSIJllAN(T C()MPANY, inp",,".n<<
III .1\11IlHril)' ~r.llllrd lit Arlld( \'1, 'it'dUm 7 III IIU' 1\)'.1.,1\10'\ 01 \Jid CumpAny. ,Iot'\ hCIt'h)' 1l11lllin.llt', C,lIl\tit\llt' ,mJ .appllirll:
Richard L. Dodge or Rosalie K. Baldwin
or Jeannie L. Prest or Harold L. HilIII11aker, Jr. - - - - oj Harrisburg, Pennsylvania -
its !rUt' .tlhl !.twiul ,1~rl1l .and .lIIurnr)' .in'(,1(I, 111 OI,1kt', ClC(ulr. \tooll .I'hl Jrlivrr fur ,lnll un il~ bcl1.11f .u. \urt'\Y. .ImJ .IS
in .tet .and lJt't'll .Iny ,lnll .all UONDS. UNUERTAKIN(;S, .tOJ RECOGNIZANCES, 1101 ('x(('t'Jill~ in ,IllY \il1~lt' iml.1l1u'
TWO MILLION _ _ - - - - - - - - - - - - - - - - - - - - - - (S 2,000,000.00 - ) 1)011....
('xduJing. hn.....C'\'C'r. ,lilY hOlHlb) nr unJrr1J.kinj;(\) gU.Ir.lntt't'ing the p.lymrfll of Illllt'\ .Il1d intrrc\t Ihm:uII
Ant) the t'XC'cutinn nf \uch bond, nr unJC'r1.1king\ in pUf\u.m(r uf lhe\t' prc\enh, ..h.lll he .l'i bindin~ upnn uid Cnl11p.1ny,
.1\ full)' .and amply, In JII intt'nt.. .and purpn\e.., .a'j If thl'l' Iud heen dul)' executed ,lnll .a(kn()wled~C'il by the regul.trly
elt(ttd "rfker\ of the Cump.an)' .al its offke in U.1mihlln, Ohio, in I leir uwn proper p<'r\UIl\,
The .authorit). gr.1nted hertunltrr \upcr\t'de\ .lny pre\'illu\ .autllUrily hrrrtnfnre ~r,lnted the ;Iohnve n.amed <luorney(\)-in-f.lct,
STATE OF 011I0.
COUNTY OF IIUTLER
In WITNESS WHEREOF. Ihe undmi~n,d of rim of the said The Ohio C....lty
Imuunce Cnmp,1I1Y hol.. hen'untll ..uh"l:rihrd hi.. n.1r1le ,uHI .1ffi.ed the Cnrpor.ltt 5eoll of the
<Aid The Ohio C..".lty Im"rAn" ...~'O,"I:',"~..~?h....~',):,[..d!~~......,I.~..~5.
~, AI~i;d.;i"s'~cr.rory
l 55,
30th d.y uf Hay A, D, 19 95 before
the subKrihcr, .1 Notar)' Public of tht' St,lte of Ohio, in .ami for the Count)' uf Dutler, duly cOl11l11i\\ioned oInd qu.alified, C.1l11e
L1o)'d E, Gen.. A"i.unt Swew)' of THE OHIO CASUALTY INSURANCE COMPANY. 10 me Jl<nun.lly known 10 be the
indlviduoll .1nJ nfficer dtKribt'd in, .and who exccuted tht' preccdin~ im1rumrnt, .1nd he .1cknowleJged the execution
of the unle. .1nd bein~ by me dul)' ..worn depmelh ,lnd uith, tholt he i.. the officcr of the Comp.any .1foresaid. and
tholt the \e.11 .affixed to the prt'ceding imtrul11ent i.. the Cnrpoute SColI of \.lid Cnmp.1ny, .1nd the s.1id Corpor..aIC SC.11 .lnd his
sign.1ture .l\ nffict'r were duly .1ffixed .1nd \ulncribed to the \,lid instrument b)' tht' .1uthorit)' .ami dirt'ction of the s.1id
Cnrpnr,uiun,
On this
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IN TESTIMONY WHEREOF. I h"e here"",o "t,;~ h.nd .nd .ffixed my Offici.1
5e.l" the Cil)' or H.mihon.,~,~~I,:,..,~r..~::~~~'.~~~ .,~..~,:,:~L:,:~21~~'~....,.........,
Nnt.lf)' ~"i~'~~r County of Butl;Us";~i.;"tlohio
My Cummissinn expire. ...............~~~,~,~~....~,~....!,?~.?.,:_........
This puv,,"cr of .Il1umey is granted under .1nd by Juthority of Article \'1. Section 7 uf the By-L.1\\'s of tht' Compolny, ;Iodopted by
its diw.:ton on April 2, 1954, t'xtr.1C!S from whkh re.ad.:
"ARTICLE VI"
"Seetinn 7, Appointmcnt Ilf Attnrney-in-F.aet, etL', Tht' L'h.1irrn.1n of the bnud. tht' president, .1ny \'ict'-president, the
st'cre1.1ry IIr .In)' .1\SlsUnt sccrrtaf)' ..h.all be .1nd is hereh)' .."t'\lcd with full power ,lnd 3uthurity tn olppoint .attorneys-in-f.aet
fur the purpme of signing the n.1me of the CnmpJnr .IS \urety tn. .1nd to execule, .1tuL'h the (orpor.1te \t'Jl, 3cknowlt'dgt'
.and ddi\'t'r .111)' .1nd .all bllnd\, rccngni7.olnL'e\, \tipubtinn\. under1.1kings or other imtruments uf surct)'\hip .1nd pnlicit's nf
insuunce to Ilt, gi\'en in f.avor uf .1ny indi,,'idu.1l. firm. (orpor.1tilln, or thc official reprrsent,l1i\'c thcreuf, or to .my L'ounty
or \ute. nr .1n>' nffici.al houd or htUrd\ of cnunty or sUtt', or tht' Unitcd StJtt's uf Americ.a. or to .1n)' other politic.11 sub.
dh'i\iull."
Thi.. in\trument is signed .1nd \c.1led h)' facsimile .1\ .1uthnrizc:d by tilt' folluwin); Rt'\nlution .1doptt'd b)' the directors of the
Cnmp.an)' un ~hy 27. 1lJ70:
"KESOL VEl) th.1t the ..i);n.1lun' IIf Jny nffker tlf the Curnp.1ny .1uthorizcd by Articlt' VI Section 7 of Ihe by.bws In .appoint
.1t1ornt')'\ in bl't. the 'ii):,nJlUrt' III tht' Set'ret.1r)' or Jny AuistJnt Secrel.1ry cenifyin~ tn tht' corrcetne\s of .1n)' cUPi' of 3
pnwer of Jltorrlt')' .lOll the \<<".11 of the Cornp,my rtu)' be .1Hixl'd by f."..imilt.' In any power of Jltornt'r or copy therC'o hsuC'd
nn b".h.1H of tht. CumpJnr. Su,h ..ignJture\ Jnd "t'oll art' herebr Jdupted by the CompJny .1\ nrigin.11 si~n.aturt'.. .and \('.11,
tt) hl' v.did Jnd himling upnn thl.' Cnmp.1n)' with the \.lIne force: Jn~1 dfeet .1\ thnu~h l1l.1nu.1l1y ,lffixt,J,"
CERTIHCATI'
I, the undl'r\i~r\t,t1 A\\i..tJnt St'l,.'n'l,uy (If The: Ohin C.1\llollt~' In..urJll.:e Company, do Ilt'n'by c<<.'rtlfy th.1t the furt'~nll1~ powt'r
of Jt1llrnt'y. Ar1idt, VI St'cliull 7 of tht' by-l.1w\ uf tilt' Comp,my .1nd Iht' .1bu\e Kt.'\olutlun of il\ Hund of l>irecltlr\ .1re trut'
,md I,.'orrcct l:llpit.'\ .ar\ll Jre in fulllnr~e .1nd cfft'l,t un thi\ d.1lt',
IN WITNES'\ WHERH)F. I hne: hen'ulltt) \l't I11Y 1J.1l1d ,lllll the \l'.11 of till- Cnmp,lI1Y thi\
21st
d.r o[June A,D.. 1996
~/ ,/" /-L-//
Auj,tonl Secretory
I-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Rita E. Tye
Date of Death: June 13, 1996
Will tlo. 1996-00500
Admin. No. PA #2196-0500
To the RegisLer:
1 certity'that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
tile following beneficiaries of the above-captioned estate on
AU~lUst 12. 1996
Name
Address
Rita T. Backenstose
103 W. Uwchlan Avenue, Downingtown, PA 19335
Delia Neuman
121 E Street. S.E., Washinqton, D.C. 20003
Nntice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
1- /& ., 9C: C- ~t-\... . N-~r;~, .- , L
Date: \
Signaturc\ (
NarneStanley J. A. Laskowski
Address 1800 Ling1estown Road,
~';'.
'. Harrisburg, PA 17110
Telephone (71 il 234-3911
"'- Capacity: Personal Representative
,
X Counsel for personal
'J representative
CC' ~~ , 00
RW-35
, ,
.' I
,:.;0
PIJIll'ME OF
NOTICE:
To fu!fUl the nquln...,U of $lICtlon ZlitO 0' the Inheritance and Eltat. 'aJC Act, Act 21 of 1995. (12 P.S.
Section 91itOl.
PA'mEHT:
Detach U. top portion of thh Notice and .....1t with YOUr" paYHf'lt to the Ragtata,. of Willi prlnt..t on the
nv.,... dde.
.. H8ka check or ..",.y oreM" peyeba. tOI REClSTtR OF WILLS, AGDfT.
REftI(D (CR):
A nfl.W'ld of II tax cr..tlt, which wal not requested on U. tax return, ..y be reqlM.ted by cOllplaUng en "application
for A.fund of Pennlvlventa Inheritance and E.tat. Tax" (REV-Ill]). applIcatIon. a,.a available at the OffiCII 0'
~ R-vllta,. of Willi, any of the 23 A.v~ DI.lrlet Offlc.' or by calling ~ special Zit-hour Bnswerlng ..rvlce
~r. for for.. ordering: In penn.ylvanla l-IOD-362-2050, outside p~.ylvenl. end within local
HarrIsburg a,." (717) 7a7-aD~, TOO. (717) 77Z-ZZS2 (HearIng IlIpalred Only).
OBJECTIONS: Any party In lnt.r..t not ..t1.,led wIth tn. appra....ent, allowance or dl.allowanc. of deduction. o~ ........nt
of t.. (Including dl.count o~ Int.re.t) a. .hown on thl. Hotlc. ..y object within .Ixty (60) day. of ~.c.lpt of
this NoUce byI
-.w~ltt." p~ot..t to the PA Departa."t of R.venue, Board of App.al., Dept. Z81021, Har~llburg, PA 171Z8.10Z1, OR
...lect1r'll to have the ..tt.~ cs.tar.lned at the eudlt of the ec:CCU'lt of the pe~.onel repr..entatlva, OR
nappe.l to the Orphan." Cou~t
ADMIN.
ISTllATlIIE
CORRECTIONS I
fectuel .~rors dlaconnd on this .........,t should be eddr....ct In writing tOI PA u.pertHnt of Rav"'"
Bur.eu of Indlvl~1 T...., ATTNI po.t A.......nt R.vl.w unit, DEPT. Z80601, HerrlsbUrg, PA 17128.0601
Phone (717) 787.6505. 5.. p.ge 5 of the bOOkl.t -In.tructlon. for Inherltanc. Tax R.turn for a R..ldent
Decedent- (R[V.1501) for en .xplenetlon of ~lnl.tratlv.IY correctabla .rror..
OISCDI.IfTs
If eny tax ckMi Is paid wlthln thr.. (3) c.l~r ~th. aft.r the decedent"' death, a flv. percent (5%)
dlac:OW1t of the tax paId Ie allowed.
PENALTYI
TM 15~ tex ....ty non.p.~tlclpatlon penal tv 11 COllPUted on the total of the tn IW'ld Int.r..t ......ed, IW'ld not
paid before JMU8ry 18, 1996, the flr.t day aftar tM Met of the tax ..,..ty period. this non.part1c1patlon
penal ty .. appealabla In the ... IIWlnlIr IW'ld In the tM ... U.. period as you MOUld app.al the tax end Int.r..t
thait h.. bMn .....Nd a. IndIcated on this notlc..
INTlRESTI
Inter..t h c:hIIrgad bealmlna with f1ral day of delinquency, or nine (9) .x'ltha and OM (1) day
fr08l the d.t. of de.th, to tM data of paVMnt. Tax.. whIch bK'" delinquent before January 1, 1982
bear Int.~..t .t the rata of .1. (6~) percent par ~ calculated at a d.lly r.t. of .000164.
All tex.a whIch bee... d.llnquent on or aftar January 1, 1982 will baar Intar..t at a rat. which will vary fr08l
calendar y..r to calendar y.ar with thait rat. lIfVIOUnCed by the PA ~.rte."t of Rav..,., The appllcabl.
Int.r..t ~.t.. for 198Z through 1997 ar"
Vaar Intar..t R.ta O.lly Intar..t fector V..r Int.r..t Rat. Oalh Intar..t fector
1'82 ZOX .000548 1987 OX .OOOZ"7
IUS 16% .OOOUI 1918.1991 11;( .0UlDI
19M llX .0oolDl I99Z 9X .OUZO
1985 15X ,OOOSS6 199].1994 n .D00192
1986 lOX .00021" 1995.1997 OX .OUZO
..Intar..t I. c.lculated a. foll~1I
IHTEJlEST = BALANCE OF TAX IIHPAIO X HUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.~ aft.r tM tax beeGle. delinquent will raflect an Int.r..t c.lcul.tlon to fifteen (IS) daya
beYond tM date of the ........"t. If p.)'IIent II ...,. .ft.r the Intar..t cOllpUbtlon dIIt. shown on the
Notice, lIdditlonal Intar..t ...t be celculatld.
PIJlPOSE Of
NOTICEr
PA Y1'EHT ,
REfU(D etA) I
,.,,-.
..,.....1
To fulfill the r.qulr..~t. of Section 2140 of the Inheritance and E.tet. Tex Act, Act 21 of 1995. (72 P.S.
SKtlon 9l1t0).
Detach the top portion 0' \hit Notice end .ubII!t with your p.~....t to tM Reaht.,. of Willa prlntMt on the
rev.,... .Ide.
u H8k. cMck or lKWMIy order ply8bl. tOI REGISTER OF WILLS, 'CENT.
A refund of . tax credit, whIch "'.. not r~..ted on the t.x return, .,y b, r.....tltd by caplet!ng en "application
for R.fund of Pennsylvania Inheritance end E.tat, ,.... CREV.13!3). Appllcltlon. at. Iv,llabl, at th4 OfficI of
th. Regl.ta,. of Will., any 0' the Z3 Revenue District OffIcI' or by ceiling thI .peela. Z4ahour an.v.rlna .arvlce
nu.ber. for 'or.. orderIng I In penn.vlvant. la8DOa36Z-Z0SD, out.lda Penn.vlvanla end wIthin local
"-rrlaburg .r.. (717) 717-1094, fDDI (717) 77Z-ZZSZ CHeating I~.lred Only).
OBJECTIONS: Any party In Int.r..t not I.tl.fled with the appral.a.-nt, allowanc. or dl.allowanc. of ~tlon. or a.....-.nt
of t.. (IncludIng dl.count or Int.r..t) a. .hown on thl. Hotlc. lay obJ.ct within .I.ty (60) day. of r.calpt of
th1l HatlC';. by:
..wrltten protl.t to the PA C.part'ent of R.venue, Board of App.al., O.pt. 281021, Harrl.burg, PA 17128.1021, OR
".lectIng to have the ..Uar d.ter.lned at the audit of the acCOlllt of the p.r.onal r.pr..entatlv., OR
n~el to the Orphan.. Court
ADfIIN.
ISDA TlVE
CORRECTIONS:
DISCDllCT:
PENALTY:
INTEREST:
Factulll .rror. d1lcov.red on this ........"t should be eddr...ed In writing tOt PA Depart.-nt af Rlvenue,
Bureau of IndIvIdual T...., ATTH: Pa.t A......."t Rlvlew unit, DEPT. Z10601, Harrl.burg, PA 17128.0601
Phone (717) 717.6505. S.. page 5 of the bookl.t -In.tructlon. for Inh.rltanc. Ta. R.turn for a R..ld.nt
Decedent- (R[V.1501) for an explanatIon af ad.lnl.tratlvlly correctabl. .rrar..
If any tax due Is paId wIthIn thr.. (5) calendar aonth. after the cs.c.d.,t.. d.ath, e flv. p.rc."t (5%)
d1lcount af the tax p.ld 11 allowed.
The 15;( tax 8InI.ty nan.partlclpatlon penalty I. c~tld on the total af the ta. and Int.r..t a.....ed, and not
paid before January 11, 1996, the flr.t day aft.r the end af the tax aane.ty p.rlod. Thl. non-particIpation
pIN I ty Is ~.I8bI. In the .UI .ann.r and In the the .... tI.. per lod .. YOU wauld appul the to end Inter..t
that has bMn ....ued a. IncUcat.d on this notlc..
Inter..t Is charged begimlng with flr.t d.y of del1nquency, ar nine (9) aonth. end OM (1) day
froe the d.t. af de.th, to the data af pa1llnt. T.... which b.c... d'llnquent b.for. Janu.ry 1, 1982
ba.r Int.r..t at the rat. of .1. (6%) p.rcent par annua c.lculated at . dally r.t. of .000164.
All taxi' which ~ delinquent on or .ft.r January 1, 1982 will ba.r Int.r..t .t . rat. which wIll vary froe
C11lendar y..r to calendar y.ar wIth that rate annaulC11d by the PA Dap.rt.."t af R.vanua. TM applICebl.
Intlr..t r.t.. for 1982 through 1997 .r'l
V.er Inter..t R.te D.lly Int.r..t Fector V.ar Inter..t Rata Dally Inter..t Factor
1911 'OX .000541 1917 9X .0002U
1911 lOX . DaO"38 19M.I991 llX .000301
1964 llX .000301 1'" 'X .0002U
1985 13X .000356 1993.199It n .000192
1916 lOX .000274 1995.1997 'X .0DaZ'"
nInt.r..t I. calculat.d a. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. luUld aftar the tax ~o... da1Jnquw'lt will reflect an Inter..t calculation ta flft"" (15) dan
beyond the d8ta of the aua'lMnt. If paVHnt 11 aacM aft.r the Inter..t COlpUtatlon data Ihown an the
Hotlc., additional Int.r..t .u.t be calculated.
PIIlPOSE OF
NOnCEI
PA v..EHT I
REFUND (tA) I
OIJECTlDHSI
ADMIN-
ISTRATIVE
CORRECTIONS I
DISCOUNT I
PENAL TVI
INTERESTI
1'..,-.
~'-.J
To fulfill the nqulr...,.... of S.ctlon 2140 of the Inhlrlt8nC' and Elt,t. ra. Act, Act Z1 of 1995. (72 P.S.
bc:Uon 9.,0).
ktKh the top portion of this Notice... wbIIlt with )lour Plywent to the bg....,. of Willi pdnted on the
nv.t.. 11d11.
n .... chKk or lIOMy order plyBbl. tOI RECISTER OF WILLS, ACOOfT.
I r,'lRi of . tlllC credit, .....Ich .... not requested on the tax nturn, ..y ba nquested by capllUng en "Appl1cIUon
for R.fund 0' Pennlvlvant, InherItance end Elt,t. 'aw- (REV-ISIS). Ippllcatlon. .r. Ivallebl, at the OffiCI of
the Regilt,,. of WUh, eny of the 23 R.v...... District Dille.. or by caUlng tM special Z'''hour an....ring urvlce
nu.ber. for 'or.. o~rlngl In Pennlylvanla l-aOa-36Z-ZDSD, out. Ide Pennsvlvenla end within lacel
"-rrtabur. .r.. (711) "7-1094, TOOl (717) 77Z-ZZ5l (H..rlng 1~.lred Only).
Any party In Inter..t not ..tSllled wlth the appn......,t, .UOtfMCI or dhal1CM111nC8 0' deduction. ar ........,t
a' tax (Including dhcCMA"lt ar Int.r..t) a. shawn an thh Notice ..w object within .bety (60) day. af rec.lpt 0'
thl. Notlca byl
uwrltten prot..t to the PA D....rtunt af R.v..., ao.rd af Appea", Dept. ZIIGZI, H.rrhburll, PA 171ZI-l0Zl, OR
u'lectlng to hh. the ..tt.r det.ralned at the eudlt a' the ItCCOU"It a' the perianal r..,ra.antatlv., OR
.-."..1 ta the Orphan.- Court
Fectwl .rrara dlscavered on thh ........"t should ba Ilddr...1Id In wdtlng tal PA o.parbant 0' R.vanua,
Jur.-u af Individual Tax.., ATTN: Pa.t A.,....."t R.vlew unit, DEPT. 210601, Harrisburg, PA 1712'-0601
Phone (717) 7'7-6505. Sa. page 5 af the bookl.t -In.tructlon. 'ar Inheritance Tax R.turn for a R..ldent
Dac~t- (REV-1501) 'ar an ..pl~tlon a' ~Inl.tratlv.ly carrectabl. .rror..
If any tax due .. p.ld within thr.. U) calMdar .wtth. aft.r the decedent". d.ath, . fly. p.rcent (5X)
dhcGW1t a' the tax peld h .UONad.
Tha 15X lax ..,..ty nan-partlclp.tlon p*\.lty .. CCMPUted an the totel 0' the tax and Int.r..t ......ed, and not
p.ld ba'are January 11, 1996, the flr,t day aft.r the and 0' the tax -..ty perlocl. Thll non-participation
penIIlty II ",,'Iabl. In the ... a."".r and In the the ... U.. period a. you would eppaal the tax Met Int.r..t
that hat been ......ed .. Indlc.ted an this notlc..
Int.r..t I. chersr-d beglmlna with IIrlt du a' delinquency, ar nine (9J aonth. Met ana (1) day
'1"'011 the d.t. a' death, ta the d.t. of paYHnt. ,.... ""Ich bee.. delinquent ba'or. JWlUBry I, 1912
be8r lnt.r..t .t the r.ta of .1. (6X) percent per ~ calcul.ted at e dellY rat. a' .000164.
All tax.. which bee... delinquent an ar e,t.r January I, 1912 will baar Int.r..t at e r.t. which ..111 ..,.ry '1"'011
calMdar y..r ta caland.r y.ar ..lth that r.t. announced bw the PA o.p.rtaant a' R.venue. The appllcabl.
Int.r..t ret.. 'or 1912 through 1997 .r.a
Va.r Int.r..t Ret, Dally Int.re.t Factor V.a.. Int.r..t Rat. Dally Int.r..t Factar
1982 20% .000541 1917 9% .0002'"
1915 16lC .OOO"SI 1918-1991 11% .000301
19M 11% .000301 1992 9% .0002'"
1985 In .000156 1995-19M n .000192
1916 10% .000271\ 1995-1991 9% .000l'"
--Inlar..t 1. calculated e. 'allow.a
INTEREST = BALANCE OF TAX UNPAID X HUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlce I.~ e,t.r the ta. bac~. delinquent ..Ill r.'IKt an Int.r..t celculatlon ta 'I'tsan (15) dew.
bawand the data of the ......""t. If papent Is ..sa .ft.r the lnter..t COIIPUt.tlon data shown on the
Hotlc., Ilddltlonal Int.r..t ~.t be c.lculated.
........ OF
NOTlCEI
PAvttEHT,
RU\Im (CR),
.,,-
, ~ ....,
To fulf1ll ttt. requlre.."tl 0' Section 2140 of tM Inh.rlh.nee end E,t,t. hll Act, Act 21 of 1995. C7Z P.S.
Section '140).
DetKh U. top portion of thh Notice .-MI 1uc.1t ..Ith your pe)"Hf'lt to the R.ght.r of WUb printed on U-
n".,... llde.
n KIlk. cMdc or MWMy order payable tOI REelSTER Of' WILLS, Ac:EKT.
A refund 0' . talC credit, .....Ich .... not requested on the tex rdurn, eu be r~.ted by cOllphtlng ." "Application
for Refund of P~.yly."l. lnh4rltanca end Elt.t. T.... CREVal]l]). ApplIcation. at. Ivallabl, at the Offlc. of
the R-aht.,. of Wllh, eny of the 23 RI..,.,.,. Dhtdel Qfflc.. or by caUlng tM special Zit'hour Bn....rlng ..rvlca
nu.ber. 'or for.. ordering, In P~'ylvenl. 1-800.362.2050, outtld, PenntVI"."., end withIn local
"-rrJaburg .r.. (117) 7.7.a094, TOO. (717) 77Z.ZZSZ ("--rlna r~.lred Only).
OIJECTlOHS, An, party In Int.r..t not ..tltUed with the 1aPP,........., aUovenc. or dJ..Uowanca of d~tJon. or ...........t
of t.x (Includlng dl.count or lnt.r..t) a. 5hown on thl. Hotlca 'a~ object within .Ixty (60) day. of rec.lpt 0'
thh Notice by:
--wrlttan prate.t to the PA o..,a,.t.."t 0' R.venue, Board a' App.a", Dept. 211021. H.rrhburg, PA 17121.1021, OR
.....IKtlng to ~v. the ..tt.r det.ralned at t.he auel1 t 0' the account a' the personal repr..antatlv.. OR
..~I to the OrphM.' Cou,.t
AllIlIN-
lSTRATlVE
COARECTlDHS.
DISCOUCT.
PEHAL TV:
INTEREST:
facw.l .rror. dlscov.red on thh ........"t should be 1tdd.....Dd In writing tal PA Dep.rt.."t of R.VWlUa,
auraeu of Indlvldu.1 Tax.., ATTNI Pa.t A......ant R.vl... unit, DEPT. Z10601, Harrisburg, PA 171ZI-0601
Phone (717) 717.6505. S.. pag. 5 0' the bookl.t RIn.tructlon. 'or Inherltanc. Tax R.turn 'or. R..ldant
Dac~t- (R[Y.1S0l' 'or an .xplBnatlon 0' 8dalnl.t,.atlvaly carrKtlbla arrar..
If any to due h pald wlthln thr.. (S) c.lanct.r aonth. aft.r the dKadant'. death, a flva percent (Sle)
dhcCMrlt 0' the to p.ld hallowed.
The ISle tax MM.ty non-participation penalty I. ~ted on the tat.1 a' the tax and lnt.r.U ......ed, and not
P.ld ba'ar. January 11, 1996, tha flr.t day .ft.r the and 0' the tax .~.ty period. Thl. non-p.rtlclp.tlon
p.MI tv Is lIppe.llbla ln the .... .......r and In the tha .... tI.. period a. you would ..,paal the tax and Int.r..t
that ~. bean ........ a. Indlc.ted on thh notice.
Int.r..t h charged baQlmlng with fI...t day of dlllInquency, or nlM (9) IIonth. and one (1) day
'rCMI tha data 0' de.th, to the data 0' P')'IIeftt. T.x.. which Me... dlllInquant blfor. January I, 1982
baar Int.r..t .t the rat. 0' .1x (6le) percant per annu. calcul.ted at . d.lly r.t. 0' .000164.
All tax.. which bee... delinquent on or a't.r Janua,.y I, 191Z wl11 blar Int.r..t at a rat. whlch .,111 vary frCMI
ulanda.. y..r to calanct.,. y..r with that rat. ~ed by the PA Depart.ant 0' R.venue. The appllcabla
lnt.,.a.t rat.. 'or 1982 through 1997 .r..
V..,. Int.,...t Rat. D.lly Int.r..t factor V..r Int.,...t R.t. DaUy Int.r." Facto,.
-
1982 ZOX .000548 1917 9X .GGDZU
1915 I6X .DDOUa 1961.1991 IIX .D00501
19.. IlX .000501 I99Z 9X .OODZU
1985 I3X .0005S6 1995.1994 n .OD0192
1966 lOX .000174 1995"1997 9X .DOOZ47
"Inter..t Is c.lculated a. 'ollowlI
INTEREST a BALANCE OF TAX UNPAID X NVKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--An)' Notice liNed .ftar the tax bee.... dlIlInq.,ant will ,..IIKt ., Int.r..t c.lculatlon to flft..., US) den
beyond the dIIte 0' the ..........t. If payaant II aada .ft.r the Int.r..t co.put.tlon data shown on the
Notlc:a, add I tlonal lntl....t .,.t be ulculatad.
PlJIPOS[ lit'
NOTICE I
PAYl'tEKTI
REfUr(D (aU I
OUCTIOHSa
ADMIN-
Ism.TlVE
CORRECTlONSa
OISCOlJrfTa
PENAlTYI
INTERESTI
, ~ , .
'.;,-,
Ta fulfill the requlr..entl of Section Zl"O of the Inhtrltancl end E.tat. 1.. Act, Act 21 of 1995. C7Z P.S.
Section 9."0).
o.tKh the top portion of thh Notle. Md llAMI1t with your payaent to the Raallt.r of Willi prlntN on the;
rav.,... .Ide.
-- fWl. chrKk or .",., order PIYabl. tal REGISTER OF WILLS, AGENT.
.. r.fund of a t.. credit, which .... not requ..tad on the tlx r.turn, ..y ba requ..t~ by c~l.tlng en "application
'or R.fund 0' Penn',lvenl. 1~,.ltenc. end E,tat, 'ax" CREV-1Jl1), Applications .r. Ivallabl. at the O,'lcI of
the Reallt... of Willi, any 0' the ZJ Revenue Oll'tlcl Dfflc.. or by calling the ,peela. Z4-hour anlNlrl", ..rvle.
~r. 'or for.. ordering I In P~.ylvanl. l-aDD-54Z-ZD5D, out.lde Penn,ylvanla end withIn local
"'rrhbutll ar.. (117) 787-1094, TOO' (717) nZ-llS! U".rlng J..lrN Only).
,"y p.rty In Int.r..t not ..tl.fl~ with the appral...ent, allowance Dr dl..llowenc. of deductIon. or ......-.nt
of tu (Inclucllng dltcOU"lt or Int.r..t) a. .hown on thlt Notice .ay object withIn tidy (60) dau of ncelpt of
this Hatlc. bYI
--written prot..t to the PA DIPart.ent of Rlv~., Board of App.al., Olpt. 2810ZI, Harrl.burg, PA 17128-1021, OR
--.Iectlng to hay. the ..U.r dettr.lned at the audit of the acCOU'lt of the personal representatlv., OR
-.......1 to the Orphans' Court
fechAll .rrors dllCov.r~ on this ........"t should M Itddr...~ In writing tOt PA o.parbtent of RIVInUa,
Bur.eu of Indlvldu81 TUI', ATTHt Poat A.......nt Ravlew unit, DEPT, 280601, Harrllburg, PA 17128-0601
Phone (717) 787.6505. S.. page 5 of the bookl.t "In.tructlon. for Inh.rltanc. Tax Raturn for a R..ldent
Decadent" (REV-lS0l) for en .xplanatlon of Bdllnl.tratlv.ly corractlbl. .rror..
If any tax dUe la p.ld within thr.. ()) c.l~r ~th. aft.r the decedent'. death, . flv. percent (5X)
dlscOU'lt of the tax paid Is .llowed.
ThI 15X t.x ..,..ty non-partiCipation pMalty Is co~t~ on the tot.l of the t.x and Int.r..t .......d, and not
paid Mfor. J~ary 18, 1996, the flr.t day aft.r the end of the tax aane.ty period, Thl. non-participation
penalty Is .....Iabl. In the .8M .........r end In tIM the ... tI.. period a. you would lIpp4lal the tu and Int.r..t
that hat bean '''.u~ .a Indlc.t~ on this notlc..
Intarelt 11 charged beglmlng with flr.t day of dtillnquancy, or nine (9) IIDnth. and OM (1) day
frOll ttM data of death, to the data of paYHf'lt. Tlxa. which \Mc.. d.lInquent befora January I, 1982
baar Int.r..t .t the r.t. of .Ix (6X) parcent per annue celcul.t.d at . dailY rata of .000164.
All taxa. which bee... delinquent on or aftar January I, 1982 will baar Int.r..t .t a rat. which will very frOll
calandli,. y.a,. to c.lendar y.a,. with that rat. ...-.ounced by the PA Depa,.t.ent of R.vlnUa. The eppllcabl.
Int.r..t ,..t.. fo" 1982 through 1997 ar.:
V.a,. Int.r..t Rat. DailY Int.r..t Factor V.ar Inter..t Rat. OaHy Inter..t Fector
1982 'OX ,000548 1901 'X .000241
1985 161< ,00008 19"-1991 IIX ,000501
1.84 IIX ,OOOSOI 199' OX .000lU
1985 ISX ,000356 1993-1'" roc ,000192
I... lOX .000274 1995-1997 OX .000247
"-Int.n.t la c.lculat.d .. followlI
INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"-Any Hatlca luuad .ft.,. the tlUC becDM' delinquent will nflect Bn Inttr..t calculation to flft.., US) days
baiyond the dIIt. of the .....~t. If P'YMf'jt 11 .tIde afttr the Int.re.t coaputatlon dIIta shown on the
Hatlc., eddltl~1 Int.r..t au.t be calcul.ted.
;5-/19- f
c/
*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
.Mt:AIlAHC[ TAlC DIVISIOH
Dt:PI. leallO)
tlARAISlUAa, PA 1111a-0601
NOTICE OF INHERITANCE TAX
APPRAISEnENT, AlLDXANCE OR DISAllOMANCE
OF DEDUCTION.. AND ASSEssnENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
.n-IUIU ,,, 111."1
DELIA
121 E ST SE
WASHINGTON
NEUMAN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN"DC
ACN
08-11-97
lYE
06-13-96
21 96-0500
CUMBERLAND
195-16-4952
96136752
RITA
E
Allount R...it ted
DC 20003
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-iv:is4-a-Ex--AFi'-ioi-:97j------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
DATE 08-11-97
ESTATE OF TYE
RITA
E DATE OF DEATH 06-13-96
CUMBERLAND
COUNTY
FILE NO. 21 96-0500
TAX RETURN WAS.
S.S/D.C. NO. 195-16-4952
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT DR TRUST ASSET INFORMATION
ACN
96136752
FINANCIAL INSTITUTION. DAUPHIN DEP BANK & TRUST CO
ACCOUNT NO.
0086750585
TYPE OF ACCOUNT.
DATE ESTABLISHED
( ) SAVINGS (>0 CHECKING ( ) TRUST ( ) TIME CERTIFICATE
12-21-88
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
31.284.05
0.166
5.214.11
.00
5.214.11
.06
312.85
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:
PAVMENT
DATE
DISCOUNT (+)
INTEREST/PEN PAID (-)
RECEIPT
NUMBER
AMOUNT PAID
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 fl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REfUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
.00
312.85
12.29
325.14
INTEREST IS CHARGED THROUGH 08-19-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
I'IIIPOU: OF
NOTICEI
PAYt€KT1
REFUGI(CRh
ClJECTJDHSI
ADIIIN-
lSlllATlVE
CORRECTIONS I
DlSCtUfT I
PEMAL TV I
IN'1UESTI
...,..
. ~ -.....,1
To fulfill ~ requlr..-ntl of Sactlon 2140 of the Inn.tlt~. and E,t,t. Ta. Act, Act 21 of 1995. (72 P.S.
Section ,UO).
DetltCh the top portion of thh Notice rd ,ubIIlt with ~our p.Y""lt to the Reglst.r of Wills prInted on the
nv.r.. ,II...
n Kelt_ check or ItOfMIY order paylbla tal REelSTER OF WILLS, ,;(NT.
A r.fund of . tn ctdlt, Witch .... not reque,tllcl on the tn r.turn, ..y bII reque.ted by eMIII.Uno ., "Appl1c:at1on
for R.fund of P~.ylv.,l. Inherltenca end E,t,t. T.... (REV-IllS). Application. at. av.l1.bl. at the Office 0'
the Reght... of "Uh, eny of tM 23 A.v..- District Dfflce. or by caUlng tM ,peela. '''-hour .........11"4 ..rvlce
""'rs for fa.... orderln,.. In Penn'vlnnle 1-800-362-2050, ouUldll PIIMIvlv8f'lta and ..lthln local
Harrlaburl .t.. (717) 7.7-1094, TOO' (717) 77Z.ZZSZ (Hearing l~.lred Only).
Any party In Inhn.' not ..thfled with the appr.I.....,t, .U.,...anc. 0,. dl..U.,...anc. of cMductlon. or ...........t
of ta. (Including dl.count 0,. Int.r..t) .. shown on thl. Notlc. ..v object within .I.tv (6D) d.V' 0' rec.lpt 0'
thll Notlc. bV'
--written prot..t to the PA Depart.ent 0' R........., Board 0' app.als, Dept. ZI1Dll, Harrisburg, PA 171Z1-lOll, OR
.....lecUna to hr<I. the nUar detar.IMCI at the eudlt of the ecCOU'lt of tJM personal npr..entatlv.. OR
...-~l to tha Drpn.n.' Court
hetuel .rrors dlscov.red on this .........,t should be add,....ed In writing tOI PA Oep.rtMnt of R.........,
lur..u of Individual T..a., ATTN. Po.t A..........t R....lew unit. DEPT. ZID6Dl, Harrisburg, PA 171ZI-0601
Phone (717) 7'7-6505. See page 5 of the bookl.t -In.tructlon. fo,. Inherltanc' Ta. R.turn for. R..ldant
Decadant- (REV-1501) for an ..planatlon 0' adelnl.tr.tl....lv correctable .rror..
If anv tax due 11 p.ld within thr.. (S) calender .onth. .ft.r the decedent'. death, . flv. p.rcant (S%)
dllcOU'It of the ta. paid II .Uowed.
The 15% tax MM.ty non-participation panelty Is c~ted on the total of the tax end Intar..t ......ed. end not
p.ld ba'or' J~ry II, 1996, the flr.t day .ft.,. the end of the tax ..ne.ty parlod. Thl. non-partlclp.tlon
penalty II appealable In the .... .......,. ~ In the tha ... tI.. pa,.lad .. you WClYld appaIIl the tax and Int.,...t
that hat been ......ad .. IncUcatad on thh noUee.
Int.r..t I' chargad ba1Ilmlng with flnt dIIv of d.l1nquancy, or "1M (9) aonth. and one (1) dey
frCMI the dIIt. of de.th, to the data of p.,.ant. Tax.' which bac_ delinquent before January 1, I9IZ
~r Int.r..t .t the rat. of .1. (6X) parcent pa,. ~ calculated at . dally r.t. of .000164.
All t.... which bee... delinquent on 0,. .ft.,. Jenue,.y 1, 19112 will bur Int.r..t .t . r.t. which will ....ry frCMI
eel.....,. y..r to c.lende,. y.,,. with that rat. IItWlOU'ICMI by the PA o.p.rtMnt of R....enue. The appllcabl.
Int.,...t r.t.. fa,. 191Z through 1997 a,..1
V..r Int.r..t Rat. D.lly Int.r..t Facto,. v..,. Int.r..t Rata UaUy Int.,...t Facto"
19ez zax .ODDS41 1917 9X .DDDZ47
19I5 16X ,ODD"'sa 1981-1991 11X .00DSOl
1914 11X .DOOSOI I99Z 9X .000Z47
1915 lSX .DDOS56 1995-I"" n .00019Z
1986 lOX .000Z7'" 1995-1997 9X .0002"7
......Int.r..t I. calcul.ted .. followu
INTEREST . BALANCE OF TAX UNPAID X KUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"'-Anv Notlc. I.sued .,t.,. the ta. bacoaa. delinquent will r.flect an Inta,...t c.lculatlon to fifteen (15) day.
beYond the data of the ......Mnt. If p.,.."t It Ada aft.r the Intlr..t COIIPUtaUon deta IhoI<<l on the
Notlc., additional Int.r..t .u.t be c.lculatad.
~ ..
", .
~~
PUIIl'OSE Of
HaTlCE'
To ful,111 thO r...lr....t. of Soctlon Z16' of tho I"""rlt.... and E...t. T., ..t, ..t ZI 0' 1..5. <7Z P.S.
section ,140).
PAYMEKTI
lI<It.... thO too porUon of th" HoU.. and ._It oIth you. p.....,t to 'ho ...I.t.. of Wll" print'" on thO
r.v.r.. .Ide.
d Kek. cMck or .onew order pnllbl. tal RECnSTER OF' YILLS, ACDn.
REflJIDlCRh
. ..fund of . t.. .r...lt. ...... ... not r_.t... on thO t.. ..turn. ... .. r_.t... b. ._"U" on -..pll..Uon
for ..fund of penn..'.onl. Inherit.... and E.t.t. 1"- '.EV-ISISl. "pll..tlon. .r. ...llabl. .t thO 0"1.. o.
thO .....t.r of will.. on. o' tho ZS ........ O...rI.t Offl... or b. ..Ill.. thO ....Iol Z6-hoU' ......rI.. ..rol"
....n for for.' arderlngl In pemlwlv..,l. 1_800_YZ_ZOSO, outllde p..",lylvBnI. end ..Ithln local
Herrlsburg .r.. (717) 717-8094, TOOl (717) 77Z-ZZSZ (Hearing I~alred Only).
OUCllllHS. M' p..lY In .nt.r..t not ..t\lfl'" .Ith thO _..h_t, .11....... or dl..Il....... of d.....Uon. or .........t
o' t.. llncludl.. dl..ount or In'.r..tl .. .hoUn on thl. Hotl.. ... "J." .Ithln .I.t. l." d... of roc.lpt 0'
this Notice bw'
_..rltton prot.., to thO P' .....,...t o' ......... aosrd 0' ....ol.. ...t. ZII.71. Harr\lbur.. P' 17IZI'I.71. OR
--olocU.. to .... thO ..tt.. doto..l- .t thO oudlt of tho ...ount of thO .......1 .opr....t.Uv.. OR
__."..1 to the Qrphenl' Court
,IIIUK-
ISTRATtVE
cORRECTIONSI
FlICtual .rrar. dlscov.red on thl. ...........t shOUld be eddr..led In ..rUing to' Pi Departaent of R.venue,
aur'" of Individual I..... .TTN. Po.t .........t ..vl.. unit. DEPl. ZI...I. Harrlsbur.. P' 17IZI-...1
PhOne (717) 717-6505. S.. pags 5 of the boOklet ~In.tructlonl for Inherltanc. T.x Return for a R..ldant
OICedant~ (REV-IS01) for Bn .xpl~tlon of ~lnl.tratlv.lY correctabl. .rror..
DISCOUNTI
If on. t.. dua \I pold .Ith.n thr" ISI ..I..... .."th. .ft.r thO .........t.. d..th. . flv. ..r.ont 15Xl
dhcCM"lt of the tax p.ld Is .Uowed.
PENALTY I
Tho ISX t.. .....lY ..._p.rUelp.Uon .....llY I. '_'''' on tho to'.1 of thO t.. and Intor..t .......... and not
pold ,,'oro Janua" II. I.... thO flnt da. .ft.. thO and of thO t., .....t. ..rlod. Thl. ..._p.rU.lp.Uon
.....llY I. _'ob'. In thO ._ .......r ond In thO thO ._ U.. ..rlod .. ,OU .....Id _I thO t.. and Int....t
thIIt he. been .....nd .. Indlceted on this notlca.
INTEREST1
Intlr..t Is charged beginning ..Ith first day of MlInquency, or nlM (,) .nthl end OM (11 d.y
fr_ the dat. of de.th, to the d.tI of paYN"t. Tu" which ~- cs.llnquent before JMUllry I, 1'12
bear Intar..t at the r.t. of .Ix (6%) p.rcent per ~ calculated at . delly rete of .000164.
.11 t.... ...1.. ..._ dall...-t on or .ft.. J....... I. I9IZ .Ill ...r Int"..t .t . r.to ...... .111 v." fr..
C11lend1,r y..r to calender y..r ..Ith thet rat. lIMDU'lCed bW the PA OePert.__t of Revenue. The appllcllbl.
Inter..t ret.. for l'IZ thrOUGh 1997 ar.:
V.er Inter..t Rete Delly tnt.r..t Factor y..r Inter..t Rate Deily Int.r..t Factor
-
I9IZ ZQX .000541 1917 9X .00az47
1915 lOX .0aUSA 1'11-1991 llX .000301
19M llX .00OSOl 199Z OX .000Z47
1'15 UX .00OS56 1995-1996 7X .GOal'Z
1.16 I'X .aoOZ74 19'95-1997 9X .oaaZ47
--Inter..t I. celcu1.tad .. follOtllI:
INTEREST = BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
_.... Kotl.. I.suod .ft.r tho t.. ....... dollnquont viii r.floct on Int.r..t ..'cul.tlon to flftoan 1151 do..
beYond the data of the ...........t. If p.~t II ude after the Inter..t coaput.Uon date thown on the
Notlc., addltlonal Int.r'lt SUit be calculated.
r " r ~
~~
PI.IlPOSE llt'
NOTICE I
To fulfill the requlr..-nt. of section ZI~O of the Inh.rltanc. and E.t.t. 'ax Act, Act ZI of 1'95. (7Z P.S.
Section'IU).
PAYMENT I
Detach the top portion of this NoUe. end ~It "Ith your paYMnt to the Regilt... of WIU. p..lnted on the
rev..... llde.
.... ...... check 0.. lMM'My orde.. payabl. tOI REelSTER OF "illS, ACENT.
REF\JKD (CR) I
A r.fund of . t.. credit, which wa. not r~..ted on the tax raturn, .ay b. requ..t.d by coapl.tlng en -Appllc.tlon
fo.. R.fund 0' Penn.ylvanl. Inherltanc. end E.tat. T.xM (REV.IlIl). Appllc.tlon. .1"'. av.llabl. .t ~ Offlc. of
the Ratl.t... of Willi, any of tha Zl R.venue DI.trlct Offlc.. or by calling the spacial Z~.hour an....rlng ..rvlca
~rl for for.. ord.rlngl In Penn.ylvanla 1.800"l6Z"Z050, out.ld. penn'Ylvanla and within local
Harrl~rg .1"'.. (717) 787-8094, TOO' (717) 77Z-2252 (Haarlng I~alred Only).
OBJECTIONS I Any party In Int.r..t not ..tllfled with the eppralsa-.nt, .llowance or dlsallowanca of deduction. or a......ant
of t.. (Including dhcomt or Inter..t) a. .hown on this Notlc. ..y object within .lxty (60) days of racalpt of
thll Hotlc. byl
.........itt." prot..t to the PA D.part...,t of R.venu., Board of App.al., Dept. 2810Zl, Harrisburg, PA l1lZl"IOZl, OR
.....Iectlng to have the ..tt.r d.ter.lnad at the audit of the account of the ptIrsonal repr..ent.tiv., OR
..-appaal to the Orphan.' cou..t
AllIIIN-
ISTAATlYE
CORRECTIONS I
Factual .1"'1"'01"" dl.cov.rld on thl. .....~t should be addr...ed In ....Itlng tOI PA Oaplrt.-nt of R.venue,
Bureau of Individual T...., ATTNI Po.t A........,t R.vl... unit, DEPT. Z80601, Harrl~"I, PA 171Z8"0601
Phone (717) 787-6505. S.. page 5 of the bookl.t -In.tructlon. for Inh.rltanc. Tax R.tu..n for a R..ldant
Decadent- (R[Y"1501) for an explanation of edalnl.tratlv.ly correctabl. ."1"'01"".
DISCOUNT I
If ."y tu due Is p.ld "Ithln th.... (]) calendar .-.th. aft.r the elKadent". de.th, a flv. ptI..c....t (5%)
dhcOU1t of the t.. paid 11 .Uowed.
PENAL TVI
The In tax .....lty non-participation p.nalty 11 COllPUted on the total of the t.x and Int.....t ......Id, and not
paid befOre January 18, 1996, the flr.t d.y .ft... the ~ of the tlX ..na.ty ptI..lod. Thl. non-plrtlelpltlon
penalty I. appe.labl. In the .... IlIVMr end In the the .... tI.. p...lod a. you would aw-.I tht t.. and lnt.....t
thet ha. ~ ......ed .. Indicated on thll notlc..
INl'tRESTI
Int.r..t 11 cMr.-ct IMaIMlnsr "Ith flr.t day of dtIl1nquency, or nlM (9) Itonth. and OM (1) day
frM! the data of death, to the data of p.'/Hf'It. Taxa. which b~a.. d.llnquent before .hn.Ia..y I, 1'8Z
bear Int.r..t at the rat. of .IM (6%) percent par ~ calculated .t a dally ..at. of .0001~.
All tax.. which ~ delinquent on or aft.r January 1, 1'12 will bel.. Int.....t .t a r.t. which ..Ill v...y froe
cal~r y..r to c.I~.. y.ar with that rat. announced by the PA Dapart.ent of R.venul. The appllcabl.
Int.r..t rat.. for 1'8Z through 1997 aral
V.ar Inter..t Rlt. Dally Int.....t Factor V.a.. lnt.r..t R.te Dally lntar..t Factor
198Z 20X .000548 1987 'X .000Z47
1985 16X .000451 1'0-1991 IlX .000301
1.14 IlX .000lDI 1992 'X .DOOZU
1985 13X .000556 1'95"1994 n .DDOl9Z
1906 lOX .000274 1995.1997 'X .000ZU
....Int.r..t I. calculated .. follow.:
INTEREST a BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
....Any Notlc. Issued .ft.r the tax becoae. delinquent will raflect an Int.r..t c.lculatlon to flft.-n (15) day.
beyond the data of the .....saent. If pa~t .. ..... .ft... the Int.rast c~t.t1on data shown on the
Hotlca, additional Int.r..t ..,.t be calculatad.
PIJIlPOSl rw
HOllar
PI. vttEHT I
REfUND (CR) I
OUCTIONS,
AI>>nN-
ISTllATlVE
CORRECTIONS I
DlSCOllfTI
PEHALTYI
INTtRESTI
() ,::
_ 'J
To 'ulfJ11 thli requJ,.Nentl of SKtlon lUO of the IntMrltBnCa end Estet. Tax Act, Act Zl of 1995. 172 P.S.
Section 91~O).
o.t-=h the top pa,.Uon 0' thh HoUel end ~1t with your P.~t to tt. Raght.,. of Will. prlnt~ on the
r.~r.. llde.
n ..... check or ~y order payllbl. tal RECtsTIR OF WILLS, AGEHT.
A refund of . talC cr~1t, .....lch .... not r~.at.d on thll tax return, ..y M r~lted by cHlPlatlng ." "AppIJcaUon
'0,. Raf\n:t 0' P""',ylvanl. InherltMea end Elt.t. Tax" (REV-Un). Application. .r. avalleb._ at the Dfflu 0'
the A~I.t.r of N1111, any of the 2) R.v~ District offlc.. or by call1na the .peclal l~'hou,. answering ..rvle.
nu.ber. for 'or.. ord.rlnal In P~.vlvanl. l-aOO-36Z-lDSO, out,lde Penn.ylvBnla and within local
Harrisburg ar.. (717) 7.7-8094, TOO. (717) 77Z-lZ5Z (He.rlna I~.lred Only),
Any party In Int.r..t not I.tl'fled with the appral...ent, allovenc. o~ dl.allowanc. 0' d~tlon. o~ .......-nt
of talC (lncludlna discount o~ Intarut) .. shown on this Notle. ..y object within .h:ty (60) d.y. 0' r.ulpt of
this Notice bYI
--written prota.t to the PA D.p.~t.ant 0' R.venue, Io.~d 0' Ap~.h, Dept. lllOU, Ha~daburo, PA UUI.UU, OR
....lectlng to have the ..tt.r det.ralned .t the IlUdlt of the KCount of the p.~'oMI rep~..."t.tlv., OR
..-.....1 to the O~phan.' Court
fectual .~ro~. dllCavar~ on thl. ......-.nt should be add~...~ In w~ltlng tOI PA Dap.rtaent of R.venue,
Bur.au of Individual TalC.', ATTHJ Pa.t A....~t A.vlew unit, DEPT. l10601, H.r~labura, PA 171ll.0601
Phone (717) 7'7-6505. Sa. peg. 5 0' the bookl.t "In.tructlon. fo~ Inha~ltenc. TalC R.tu~n 'o~ a A..ldant
Decadent" (REY"'1501) for an alCpl8n8tlon of adalnl.t~atlval, ca~~ectabl. .~ror..
If any tax ctu. Is p.ld within th~.. (3) e.land8~ IIOtIth. aft.~ the dacacMnt'. d..th, a flv. percent (5%)
dlscOU'lt of the tax paid I. all~.
The 15:( tax .....ty non.partlclp.tlon penalty Is COllPUt~ on the tot.1 of the tax and Int.r..t a......d, and not
p.ld bafo~. Janue~y 11, 1996, the fI~.t de, aft.~ the .., 0' the talC .....ty pe~lod. this non.p.~tlclpatJon
"..lty Is appealabl. In the ... ...,.~ end In the the .... tI.. period .. you would appaal the tu and Int.r..t
that hat been ......ad a. Indlcat~ on this notlc..
Jnt.~..t II ~ro-d baalmlna with Unt day of delinquency, or nl,... (,) IIOf'Ith. and one (I) day
froa the data of death, to tM d.t. of pa,..,t. Tax.. which bee.. delinquent befo~a Jar1UIIry 1, 1911
bea~ Int.~a.t at the ~ata of .IIC (6:C:) percent p.r ~ calculated .t a dall, rata of .000164.
All tax.. which bee.. delinquent on o~ .ft.~ J.....ry 1, 1911 will ba.r Intar..t at III ~.t. which wUI vary ',.oa
calanda~ y..r to calend.~ ya.~ wi th that rat. ~ad by the PA Dap.~tHnt of R.vlllrKN. The eppllcebla
Int.r..t rat.. far I'll through 1997 ar.s
V..r Int.r..t Aata D.lly Int.r..t fBCtD~ V..r Int.,..t A.ta Dally Int.r..t factor
19IZ zax .000548 1917 OX .000l"
1915 16% .00001 19aa"I991 IIX .000301
1914 IIX .GOOlOl 1.02 'X .GOOlU
1915 ISX .000556 199]-1"" 7X .000192
1.16 lOX .000174 1995-1997 OX .000l47
--Int.r..t I. calculated .. 'ollow'l
INTEREST = BALANCE OF TAX UNPAID X KUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NotJ~a hlUed .ft.~ the tax bee... delinquent wUI raUKt ... Int.r..t calculation to Uftaan (IS) day.
bayond tr.. data 0' the .........,t. If p.,..,t h .... aft.r the Inta~..t ~..tJon dIIt. shown on the
Notlca, addltl~1 Int.r..t au.t be c.lcul.t~.
I..,
, .
.
PURPOSE OF
NOTICEI
~
I~c..;,
To fulfill ttt. rllqUlr..."h of S.ctlon 2140 of thtl lnh4lrlhanc. IN'Id Elt.t. hx Act, Act Zl of 1995. C7Z P.S.
Section 9140).
PAntEHTl DetKh the tap porUon of thh Katlc. .... aue.1t Nlth waur p.YMnt to the Reght.r of Willi printed on the
rever.. .Ide.
n MMe. check or ""w order p.w.tll. tor REelSTER Of WIllS, ACEHT.
AUUND (CAli. r.fund 0' . to credit, which .... not r.qu..ted on ttt. t.. r.turn, ..W be r~.ted bw capl.Ung M RAppllcatlon
for AIf\rld of Pwwt'wlvMla Im.rltenc. Ilnd E.tat. T.xR (A[V-1313). application. .r. aVIIllllbla at the Offlu 0'
the Aegl.t.r of WIll., ~w 0' the Z3 R.v~ DI.trlct Off Ie.. or bw callIng thII .peel.1 Z4-hour an....rlna ..rvlce
nuebera 'or for.. orderIng I In Penn'wlvMla 1-100-S6Z-Z050, out. Ide Pennlylvenla Ilnd ..Ithln local
H8rr1lburll .r.. (711) 717-1094, TIlD. (711) nz-zzsz U4e.rJl"III lapalrad Onh).
OBJECTIONS I AnW p.rty In Int.r..t not ..tl.,led ..Ith the eppr.I..-.nt, .Ilowenc. or dl.aIIONlnC. 0' deductIon. or ......-.nt
0' to (IncludIng dl.count or Int.r..t) .. shown on thl. Notlc. .ay objlct ..Ithln .Ixty (60) dew. 0' rec.lpt 0'
thl. Notlc. bYI
....rltten prot..t to the PA Depart.ent 0' A.venue, Board 0' app.el., Dept. 211021, Harrl.burg, PA 17121-1021, OR
--.llCtll"lll to have the ..ttar dater.lned at the ....U t 0' the account 0' the per.anal repr..ent.Uv., OR
--~al to the OrPhana' Court
AllIlIN-
ISTRA JIVE
CORRECTIONS I
F.c:n.l .rror. dllcoverad on thl. ........,t should be IMidr...tNI In ..rJUI"IlJ tor P' Dap.rtMnt of Revenue,
aureau of IndIvIdual T...., ATTNr Po.t A.......,t R.vl... unit, DEPT. Z10601, Herrlaburg, PA 17128-0601
Phone (717) 787-6505. See peg. 5 of the bookl.t Rln.tructlon. for InharltBnC. T.x R.turn for. Re.ldent
~t. (REV-1501) for an .xplinatlon of ad.lnl.tratlv.lY correctabla .rror..
DISCotIfT I
If any to due .. paId wIthIn thr.. (S) C111......r MW1th. .ft.r the decedent". de.th, . flv. percent (5:0
dhCCU1t of the to p.ld I. allowed.
PEHAl TVr
The 15:( tax __.ty non-p.rtlclp.tlon J*\Ilty II co..-ted on the tot.1 0' the tax Ilnd Inter..t ......ed, and not
paId bIIfor. -'-'uary 18, 1996, thII flnt day aft.r the and of the to ~.ty perIod. Thh non-partlclpatlon
penalty 11 .....18b.. In the ... .......r .... In the the ... tI.. perIod II YOU would .....1 the tax .... lnt.r..t
that hi. been ......ed .. lndlc.tR on thh notlc..
INTERESTI
Int.r..t h charged beIIlmll"lll NItti flrat day of del1nqu.ncy, or nine (9) MW1th. and one (I) day
frOll the data of death, to the date 0' pa.,.."t. Tax.. whIch becIMI da1Jnquent before JanJary 1, 1912
bMr lntere.t at the r.t. of alx (~) percent per ...-.ua c.lculated .t . cbIl1y r.t. of .000164.
All tax.. whIch bac-. delinquent on or .ftar January 1, 1912 ..111 M.r Inten.t .t . rat. which ..Ill vary frOll
calendar w..r to calendar w.ar wIth that r.t. announced by the PA OIpart.ant of R.v~. The BPPllcabl.
Int.r..t rata. far 1982 through 1997 ar.1
V.er Inhr..t R.t. Dallw lnt.r..t Fector V.ar Inter..t RIta DailY Int.r..t Factor
1912 20X .000548 1987 9X .aOOZ47
1983 16% .000411 1981-1991 I1X .DODSOl
1984 I1X .DODSOl 1992 9X .DOa2U
1915 13% .000356 1995-1994 7X .aOo19Z
19" lOX .0DOZ74 1995-1991 9X .OOOZU
--Int.r..t I. c.lcul.ted .. followlI
INTEREST . BALANCE OF TAX UNPAID X HUftBER OF DAYS DELINqUENT X DAILY INTEREST FACTDR
--Any NoUc. Issued .U.r thl tax becOMe delinquent N111 r.fl.ct an Int.r..t C11lculaUon to flft.... (IS) da,.
Myond the date 0' the ........"t. If pa,....,t Is ... .ft.r the Int.r..t ~t.tlon data shown on the
Notlc., Mdltlonal Int.re.t .,.t be c.lcul.ted.
,
f~JU
PUlI'OSl' ...
NOTICE I
To fulfill the r.qulr..~t. 0' Section Zl~O of tha Inh.rltance and [,tat. ta. Act, Act 21 of 199~. (12 P.S.
Slct Ion 9140).
PA\1€NT1
Detech the top portion of thl. NoUn end .ut.1t with your paYMnt to the Raghtu of Willi printed on tM
r.v.r.. ..de.
u ..... chKk or MlMY order p.,.lllibla tal REelSTER or WILLS, "CENT.
REf1.MJ leA):
A r.fund of . tax credIt, which .... not r~.t.d on ~ ta. r.turn, ..y ba r~lted by co~l.tlng an wAppllcatlon
for R.fund of Penn.ylv~l. J~rltanc. end E.tat. Tax" (REY-IlIS). Application, .ra available at the Office of
the Reallt.r of Will., eny of the 23 Revenue DI.trlct Offlc.. or by calling the .pecla. Z4-hour an.werlna ..rvle.
~r. for for.. orderlngl In PennsYlvanl. l-aOO-S6Z-ZDSD, out.lda Pennsylvania and within locII
H8rrbburll ar.. (1171 787-11094, TOO' (717) 77Z-Z~5Z (H..rlng IlIPalrad Only).
OBJECTIONSs Any party In Int.r..t not .atl.fl.d with the apprall..ent, ellowenc. or dllallowene. of deductlonl or .11.II.ent
of tax (Including dllcount or Int.r'lt) II lhown on thll Notlc. .ay obJ.ct within Ilxty (60) daYI of r.c.lpt of
this Notice bYI
~~wrltten prot.lt to the PA Oeplrteent of R.venue, Board of App.all, O.pt. lalOll, Harrllburg, PA 17121-1021, OR
--.Iectlna to have the nthr d.teralned at the audit of the account of the personal repr.lenllltlv., OR
--eppeal to the Drphan.. Court
AIlMIN-
ISTRAflVE
CORRECTIOHSI
Factual .rror. dl.cov.red on thl. ..I,I..."t lhould be eddr.l.ed In writing tor PA Dep.rt.ent of A.v~,
aureau of Individual T.x.., ATTNI Po.t A.I...eent Ravlew Unit, DEPT. Z80601, Harrl.bUrg, PA 11120-0601
Phone (717) 187-6505. S.. pea' 5 of the bookl.t ~In.tructlon. for Inherlt~. Tax Return for a R..ldant
Oecadent- (REY-1501) for ~ explanation of ~Inl.tratlv.ly correctable .rror..
DISCDC.NT1
If any tax due I, p.ld within thr.. (l) c.lendar eonth. aft.r the decadent'. daath, . flva percent (5~)
discount of the tax paid Is .llotted.
PENAL TVI
The 15~ tax .-na.ty non-participation penalty I. c~tad on the total of tha tlX end Int.re.t ......ad, end not
paid before January 18, 1996, the 'Ir.t day aft.r the end 0' the tax .-na.ty parlod. Thl. non-participation
penalty II app.alable In the ... lenMr and In the the .... tI.. per lad as you MOUld appe.1 the tax and Int.n.t
tn.t hat bean ......ed as Indlc.ted on this notlc..
INTERESTr
Jnt.r..t I. charged beglnnlna with 'Ir.t day of dell~y, or nine (9) eonth. Bnd one (1) day
'roe the date of death, to the data of paYllant. Tax.. Mhlch b.c... delinquent before January 1, 1'82
bear Int.r..t .t the rat. of .Ix (6~) parcent par ennui c.lculatad .t a dally rat. of .000164.
All taxee which ~ delinquent on or a,t.r January 1, 1'82 will baar Int.r..t It . r.t. which will very 'roe
calendar ye.r to calandar ye.r with that rat. announc.d by the PA Olparteent of R.venue. The eppllcable
Int.r..t rat.. 'or 1982 through 1991 ar.r
Y.ar Intlr..t Aat. Dally Int.r..t FltCtor YIllr Inter..t Rata Dally Intarnt FltCtor
1982 zax .000548 1981 'X .OG02,.,
nIl 16X .OOOUS 1988-1991 Il~ .OOOUI
I." IIX .000l01 I.., 'X .0002U
1985 UX .00OSS6 1991~"'" 7X .000192
1.66 lOX .00Oll,. 1995-1997 .X .000lU
--Jnter..t h c.lculatld .. fo11,*.r
INTEREST = BALANCE OF TAX UNPAID X NOWBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Notlc. I..~ aft.r the tax blcoeal delinquent will r.flect an Int.r..t calcul.tlon to 'Ift.-n (15) dayI
beyond the ct.t. 0' the ........"t. 11 pa~t It .... .,ter the Inter..t c~tatlon deta shown on the
Notlc., eddltlonal Intlr..t .,.t t. calculated.
il,
',.
.'
("\, -
-'v
I'IJRPOS[ Of
NOTICE I
To 'ul,lll the requlr..ant. 0' s.ctlon 2140 a' the Inherltanc. end E.tat. Ta. Act, Act 21 0' 1'95. (72 P,S,
Section '1..0).
PA'mEHTa
DIItKh the top portion a' this Hatlc. .-I suMlt with your P'YMnt to the AlIQlat.r 0' wll1. printed on the
r.v.r.. .Ide.
._ .... c:heck or IMWMIY order p..I. toa REGISTER OF WILLS, aGENT.
REFUND (eA) a
A n'und of . t.. cr..1t, which w.. not reque.ted on the tax r.turn, .'V be r.....ted by cOllPl.t1ng an "Appllc.tlon
for A.fund of penn.ylvanl. Inherltanc. end E.tat. T.... (REV-1313). application. ara av.llabl. at the Offlc. of
the Aegl.t.r of Will., any of the 23 A.venue Ol.trlct O'flc.. or by calling the .peelal Z4-hour enrwerlng ..rvlc.
nuaber. for 'or.' orderlngl In Penn.ylvenla l-aOD-]6Z-2DSO, out.lda Pennlylvanl. .-I within loc.1
Harrisburg .r.. (717) 717-1094, TOOl (717) 772-225Z (Hearing IlPalred Only).
OBJECTIONS I Any part}' In Int.r..t not ..tlsfl.. with the apprals..."t, allawanca or dltallowenu of deduCtion. or .........,t
of ta. (Including dl.count or Int.r'lt) a. shown on thl. Hotlc. .ay obJ.ct within .l.ty (60) day. of rae.lpt of
thlt Hotlc. bYI
.-wrltt." protllt to the PA DepartMnt of R.venue, Board of Ap,....., Dept. Z810Zl, Harrisburg, Pi 17121-1021, OR
.-alactlng to have the ..tt.r det.r.lned .t the audit of the IICCOW1t of the ,..rlONll repr..entatlv., OR
._..... to the Orphan.' Court
'\ AUtUN.
ISTA1TlVE
CORAECTlDHSI Factual .rror. dltcov.red on thh ...........t should be addr...ed In writing tOI PA Oapartaant of R.venue,
lureau of Individual T...., ATTNI po.t a.....eent A,vl.. unit, DEPT. 280601, H.rrlsburg, PA 17128-0601
Phone (717) 787-6505. S.. page 5 of the boOkl.t "In.tructlon. 'or Inherltanca Ta. R.turn for a R..ldant
Dac~t" CREV-1S01) for 8ft a.plenetlon of adalnl.tr.tlv.ly correctable .rror'.
DISCOlJITI
If any talC due Is p.ld within thr.. U) calendar .onthl after the deced."t', de.th, a flv. perunt (5:n
dllCOW1t of the tax p.ld I. .ll~.
PENAL TV a
The ISX tax ..-.ty non-p.rtlclpatlon penalty II cOllPUt.. on the tot.l of the tax and Inter..t ......ed, and not
p.ld befon January 11, 1996, the first d.y .fter the and of the tn una.tv period. this non-participation
peMlt)' It appeallibla In the ... .....t and In the the .... tlH period .. you would 1IPfM.1 the tax and Int.r..t
that hili bien .....sad .. bodlceted on thh notice.
INTEREST I
Inter..t It charaed bellmlng with first day of del1~y, or nine (,) .-,th. and OM (1) day
froe the date of dMth, to the date 0' p.ywent. Tax.. which bee.. delinquent Hfor. January 1, 198Z
bear Int.r..t .t the r.t. of .1. C6X) percent par annua calculated .t . d.lly r.t. of .000164,
All t.... which bee... delinquent on or .,t.r January 1, 198Z will ba.r Int.r..t .t . r.te which will vary froe
c.1endar ynr to callnda" !II'.er with that ret. rnou"C" by the PA DliPert.ent of A.venue. The appllc8bla
Int.r..t r.t.. for 1'12 through 1997 ar.a
V,.r tnt.r..t R.t. DeilY tnt.r..t Fector V,.r Int.ra.t Rat. DailY Int.r..t Factor
191Z zax .ODD~I 1'87 9X .Gaa2lt7
I9&S 16% .ODDUI 1981-1991 IIX .GOnOI
19M IIX .GaGSGl I99Z 9X .00D2lt7
19I5 ISX .DDUS6 I99S-I994 n .GDDI'Z
1916 lOX .aaaZ74 1995-1997 9X .0DD2lt7
"'-Intlrelt It celcul.ted .. follow' I
INTEREST . BALANCE OF TAX UNPAID X HUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I.~ .ft.r the ta. b8coaa. delinquent will r.f1ect en Int.r..t calcul.tlon to fifteen (15) day.
beyond the date of the .....lMftt. If paYMnt I. aedI efter the Inter.1t CDllPUt.tlon data thawt on the
Notlc., additional Int.r..t .u.t ba calculated.
P\JIl1'OSE OF
NOTICEs
PAYlEHTJ
REf'1JND(CRh
- ... ~. .
'.,.Jv
To fulfill the requlr...nts 0' Section 2140 of the Inheritance and E,tat. Ta. Act, Act 21 of ."S. (71 P.S.
s.ctJon '.40).
o.tach tM top portlon 0' thh Notice .... sue.1t with your paYHnt to the Rqhtu 0' WllS. prlntMl on the
r.v.r.. side.
.. ...... check or 110M)' order pllyBbla tas MeISTER Of' WIllS, ACOEKT.
A refund of . tn cr~lt, which .... not t~..t.d on tM tax r.turn, ..y ba nqu..ted by cOIIPlaUng an "application
'or R.fund of P~'ylYanl. Inheritance and E,tat. Tax" CREV-IlI3), applicatIon, at. available at the OfficII of
the Retl.t.t of WIllI, any 0' the 21 R.v~ Dlltrlcl Offlc.. or by call1no the ,peela. Z~.hour en.werlna ..rvlce
~r. far for.. o~rlnaJ In P~.ylvanl. 1-800-362-2050, outside Penn.vlvant. and within local
"-rrllburg at.. (117) '.7-a094, TDD' (717) 772-2252 (Hearing J~.lred Only),
OBJECTIONS: Any p.rty In lnt.r..t not I.tl.fled with the appr.I...."t. .llowanc. or dl..llowenc. of deduction. or .......ent
of t.. (IncludIng dl.count or Int.r..t) .. shown on thl. Hotle. ..y Object within .Ixty (60)> day. of r.c.lpt of
this Notice byl
"writt.,.. prot..t to U. PA Deplrt.."t of RI"'Ml.M. BaIrd of App'I". Dept. 281021. Hlrrhburll, PA 17128-1021, OR
...lecUng to heY. the ..tt.r d.hr.IMd .t the 8Ud1t of U. account of U. persOMI r.pn'Wlt.U"'" OR
"appe.l to u. Orphan.' Court
ADttIH"
ISTRAlIVE
CORRECTIONS I
olSCOlMTI
PEKAl TVa
INTDtEST I
fac:tuel .rror. dlscov.red on thl. ........"t should be 8ddr...ed In writing toa P' Dep.rbent of R.venue,
Bur.au of Individual ,...., 'TTH: Po.t .......ent R.vl.w unit, DEPT. 280601. H.rrl.burg. PA 11128-0601
Phone (111) 141-6505. S.. pag. 5 of the bookl.t -In.tructlon. for Inh.rltanc. Tex R_turn for _ R..ldent
Decedent" (R[V"1501) for en IXPlanatlon of ~Inl.tr.tlv.ly correctabl. .rror..
If any tax due II p.ld within thr.. (3) c.lendar aonth. aft.r the dacMant', d.ath, a fl"'. percent (5%)
dl.count of U. tax paid 1. allowed.
Th4 15% tax ~.ty non-p.rtlclpatlon pen.lty I. co~t~ on t~ tot.l of the ta. and Int.r..t .......d, and not
paid before January 18, 1996, t~ first day aft.r the end of U. tax ~.ty period. This non-participation
penalty .. .....Iabl. In the ... unnar end In the tM ... U_ perIod .. you would tIppIal the tax and Int.r..t
that hi, bien ......ed .. Indicated on thlt noUn.
Int.r..t Is chargad beginning with flr.t day of delinquency, or nine (9)> aonth. and one (1) day
frCMI tM data of death, to the data of P')'Ilf'It. T.... which bee... delinquent before J.,..ry 1. 1982
ba8r Int.r..t .t u. rat. of .lx (6%) percent per annul c.lculatr~ .t a dally r.t. of .000164.
All t.... which bee... delinquent on or .ft.r Jenuary I, 1942 will ba8r Int.r..t at . rat. which will wry fro.
c.lanct.r y..r to c.llndar y..r with that rata ItW'ICk.nCId by the PA Depart""t of R.v........ Th. appllCabl.
Intar..t r.t.. far 1982 through 1997 ar.a
Y.ar Intar..t R.t. o.lly Int.r..t Factor V.ar Int.r..t R.ta Dally Int.r..t FlKtor
198Z ZO~ .000S4I 1987 ,~ .000241
1983 16~ .00001 1918"1991 m .000501
19" II~ .000501 199. ,~ .000241
1915 U~ .00nS6 1993-1"" n .000192
1'16 IO~ .00OZ14 19'5"1997 ,~ .000241
....Int.r..t I. calculated .. follOlllIl
INTEREST = BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Any Notlca I..UId aft.r the tax bee... dal1ncp.J1nt will r.flect ., Int.r..t ulculaUon to f1ft.." 115) day.
bayond the at. of the ....UNnt. If p.~t It ..s. .It.r t:hII Inter..t c~t.tlon d8t. shown on thl
Hotlcl, addItional Int.r..t .u.t be calcul.tld.
Inventory of the real and personal estate of
RITA E. TYE deceased
Date of Death: June 13, 1996
PA No. 2196-0500
1. Real Property, 131 S. 15th Street, Camp Hill, $ 94,000.00
Cumberland County, PA 17011, Deed Book "R",
Volume 13, Page 582
2.
3 .
4.
5.
6.
7.
Diocese of Harrisburg - Pension Distributions $
MiscellaneouB Personal property and Household $
Goods
69.48
100.00
Prudential Insurance Company of America $ 2,270.69
Policy #036843372- Proceeds
Prudential Insurance Company of America $ 2,803.37
Policy #065272901- Proceeds
Prudential Insurance Company of America $ 1,169.98
Policy #524516208-Proceeds
Tax Refund (1996-1040) $ 311.25
TOTAL INVESNTORY REAL AND PERSONAL ESTATE: $100,724.77
,..,.~
.,...J
.::- :
;.1
IUv.1500 (ll. 1,.Q.)
...
...
..:s'"
...",..
...~...
::",co
...",~
~..
::c
..
..
\.
~
COMMONW(AlfH Of P(NNSYlVANIA
D(PAIlfMfNf Of RfvfNUf
Of" 180001
HAARISaUIIC. PA 11118.0601
It _ III . U
.... /j
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOR OATIS Of DIATH AnlR 12131/91 tHICK HIRI
If A SPOUSAL
POVIRTT tRIDIT IS tLAIMID 0
fill NUMBlR
<_,,!I
COUNTY CODE
OtClDtNn NAMf (lAST. fUlS'. AND >,(ICDU INIIIAU
...
Z
...
'"
...
...
...
'"
195-16-4952
DAI( Of DIAIH
6/13/97
I" .""C"II) 'U...."'liO S'OuU ''''.''1 IU' "U' .,..0 "'00\1 "."'.U
(1 C
YEAR
,.. '"
...,uO
NUMBER
OfCfOLNn COM'UTl AOOltfU
OAlf Of IlltlH
8/7/13
131 South 15th Street
&:l~P lIill, P^ 17011("llmh"..1~nd
AMOUN' ltfC(lVfO (Sff INSlltUC110N!l1
OJ,
05,
1..8,
o 2. Supplemental Return
!XlI. Original Relurn
o A. limitod E"ole 0 40. Fulure Intere,t Compromile
(for dol.. of deolh ohor 12.12.821
fXl6. D.cod.nt Died Teltoto 0 7. Decodonl Maintained a living Trult
(Anac.h copy of Will) IAUoch c.opy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
....
..z
......
"'co
"'z
8~
NAMf
Stanley J.^. Laskowski, Esquire
'flf'HONf NUMIU
20. If line 19 il 9roolor than line 18. enler Ihe difference on line 20. This il the OVERPAYMENT.
t1~
21. If line 18 is grealer than line 19. enl.r the difference on lino 21. This is the TAX DUE.
A. Enler Ihe interest on ,he balance due on line 21 A.
B. Enler Ihe total of line 21 and 21A on line 218. This is the BALANCE DUE.
Malee Check Payabl. to: R.glst.r of Will., Agent
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -C:-C:
Under penalties of perjury. I declare thai I have e..amined this return, including accompanying Ic.hedules and stalements. and 10 Ihe belt of my knowledge and belief.
i, is 'rue. correct and c.omplete. I declare Ihat all real eltale has be!!n reporled allrue market value. Declofation of preporer other than Ihe personol represenlolive il
based on all information of which pre parer hal any knowledge.
SIGNA' f Of 'fRSON If!lPOfI~tlt{ fOl 'Itl~.G I!lu'~. "'OO'f~S OAT!
~ . .. n ~121 E Street. WasllingJ;OlLDC20001 _3/.:2t\ Ia./-
PI('....(I n~N' PIE NTAII,( . "'OO'!S!l OAl(
. 7~P-_._,"-~.'-Z:363.~~..F.ront.....st_,_..lI=tiSbUI.g,-I?.A-.1 7.1 .1.0 ._7Jil/-~1_-
z
'"
;:::
:s
::>
...
0::
..
...
...
'"
I. Real Eslale (Schedule A)
2. Slacks and Bonds (Sc.hedule B)
3. Closely Held Stoc.k/Partnership Inl.relf (Schedule C)
A. Mortgages and Noles Receivable ISc.hedule 0)
5. Cash, Bonk Deposill & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule FI
7, Tron"e" (Schedule GI (Schedulel)
8. Total Gross Auell(lotollinel 1.71
9. Funeral El'lpenses. Adminislrative CoslI. Milcellaneous
El'lpenses (Schedule HI
10. Debll. Morlgage liabilities. liens (Schedule I)
11. Tolal Dedudianl (tolollines 9 & 10)
12. Net Value of Eslale (line 8 minul line 11)
13. Charitable and Governmental Bequests (Schedule JI
IA. Net Value Subject to Tal'l lline 12 minus line 131
15. Spousal Transfers (for dates of death after 6.30.9A)
See Instructions for Ar.plic.able Percenlage on Reverse
Side. (Include values rom Schedule K or Schedule M.)
16. Amount of line 1A taJltoble at 6% rote
(Indude values from Sc.hedule K or Sc.hedule M.I
17. Amount of line lA taJltabl. at 15% role
(Indude values from Sc.hedule K or Schedule M.)
18. PrincipalloJlt due (Add to.. from lines 15. 16 and 17.)
19. Credits Spoulol Poverly Credit Prior PoymenlS
00.00 + R.OOO.OO
z
'"
~
...
::>
~
..
'"
...
..
..
...
Remainder Roturn
(lor dot.. of death prior to 12.13.82)
Fed,ral Eslate To.. Return Required
Tolol Number of Safe Deposit Balles
COM'lfTt MAiliNG AOOltHS
3631 N. Frone'Street
(1)$ 94,000.00
(2)
(J)
(AI
(5) aRn 71
(6) ",;. aRn 7n
( 7)
(8) ...sl5D.%1.41
(9) 7R, "0" ,;,;
(10) 724.1G
$ 29,229.82
$121,731.61
(111
(121
(IJI_
(141 $121,731.61
(151
(161~21,731.61
(171
X._=
x ,06 = i
7,303.90
x .15 ::l:
(181.!.-7,303.90
Dilc.ounl
+--1li.5.......2L
Inl,r,,'
nn nn
(191 $
(201 $
Bd65.20
1 .061.30
Check here if you are requesting a refund of your o....erpaymenl.
(211
(21A)
(21B)
....,. .
ft[V-I~lt)': D:' tl;':'ri'J)
CO_TH OF PI)/llSYLVAlIIA
IllHllUTl\llc& TAX II&T\lIU'
1I&8IDlIlT Dlc&DlllT
SCHEDULE A
REAL ESTATE
.STAT. OF
VI L. NUMBER
RITA E. TYE
(property jointly-owned with R10ht of Surv1vor.hip mu.t be diaclo.ad on Schedule F) All real
e.tate .hould be reported at fair market value which 1. defined a. tho price at which property
would be exchanged between a willing buyer and a willing .oller, neither being compelled to buy
or .ell, both hav1no rea.onable knowledge of the relevant fact..
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF
DEATH
1
Real Property - 131 South 15th Street, Borough
of Camp Hill, Cumberland County, pennsylvania,
at Deed Book R, Volume 13, Page 582, dated
February 24, 1948.
$ 94,000.00
'1'OTAL (Also enter on line 1, Recapitulation)
$ 94,000.00
(If more space is needed, insert additional sheets of same size.)
,;
.
Rev-150B EX+ (2-871
COHHOlIllULTII OF PIlnl8YLVAlIIA SCHEDULE E
llllllUUTAlICB TAlC RBTUlUI CASH, BANK DEPOSITS AND
RB8IOIlIT D&CEIlIlIT MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
RITA E. TYE
(All property jointly-owned with Right of Survivorship must be disclosed on
schedule F.)
ITEM
NUMBER
VALUE AT
DATE
OF
DEATH
DESCRIPTION
1.
Diocese of Harrisburg - Pension Distribution
$
69.4B
2.
Miscellaneous personal property and household
goods
$
100.00
3.
Tax Refund (1996-1040)
$
311. 25
TOTAL (Also enter on line 5, Recapitulation)
$
480.73
(If more space is needed, insert additional sheets of same size.)
I' I. if" ~"t ~l
Rev-1509 EX+ (~:'-BB) .
CO)OCOUWKALTH or P&NN8YLVAUIA
IUHIRITAlICI TAX R&TUJUI
RESIDENT DIClDIHT
SCHEDULE F
JOINTLY-OWNED
PROPERTY
ESTATE OF
FILE NUMBER
RITA E. TYE
Joint Ten~nt(.) :
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Delia Neumilll 121 E Street, S.E.
Wdsllington, D.C. 20003
Dauqhter
B. Rita T.
Backcl1stose
103 W. Uwchlilll Avenue
Downington, PA 19335
Daughter
Jointly-owned property:
DOLLAR
LETTER VALUE OF
ITEM FOR DATE TOTAL DEC' DECE-
NUM- JOINT MADE DESCRIPTION OF VALUE OF S % DENT'S
BER TENANT JOINT PROPERTY ASSET INT. INTEREST
1. A, B 1999
12/21 Dauphin Dep. DDAH
C096750595 $31,294.05 33- $10,429.02
1/3
2. A, B 12/21 Dauphin Dep. SAVH $62,962.76 33 $20,997.59
4913103229 1/3
3. A, B 12/31 Dauphin Dep. CDH $10,025.60 33 $ 3,341.97
9000141701 1/3
4. A, B 12/31 Dauphin Dep. CDH $10,025.60 33 $ 3,341.97
90000141729 1/3
5. A, B 12/31 Dauphin Dep. CD# $10,025.60 33 $ 3,341.97
9000141736 1/3
6. A, B 12/29 Dauphin Dep. CD# $10,019.52 33 $ 3,339.94
90001501S9 1/3
7. A, B 12/29 Dauphin Dep. CD# $10,019.S2 33 $ 3,339.94
9000150166 1/3
9. A, B 2/11/ PNC Bank CD# $10,000.00 33 $ 3,333.33
99 20010164S1 1/3
9. A, B 2/11/ PNC Bank CD# $15,079.41 33 $ 5,026.47
99 2001016452 1/3
Total (Also enter on line 6, Recapitulation)
$56,490.70
(If more space is needed insert additional sheets of same size.)
I.
\
"
.-
ReV81~lll E:'.;t t\"-Il")
COtofONWlALTH OF P<NBYLVAlUA
INHERITANCE TAX R&TUJUf
R&8ID&NT D&C&DIlIT
SCHEDULE H
FUNERAL EXPENSES
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
RITA E. TYE
I'l'EH
NUMBER
A.
1.
2.
3.
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
FILE NUMBER
DESCRIPTION
AMOUNT
Funetdl Expenses:
Myers-Harner Funeral Home, Inc.
E.T. Everett & Sons, Memorial Designers &
Craftsmen
Annunciation Cemetery
~
~
6,376.00
50.00
~
450.00
Administrative Costs:
Personal Representative commissions
social security Number of
Personal Representative:
Year commissions paid
Attorneys Fees - Kundrat & sedor
Caldwell & Kearns
~
7,353.37
Family Exemption
Claimant
Address of Claimant
street Address
City
Relationship
at decedent's death
state _____ Zip Code
$ 253.00
Probate Fees
Miscellaneous Expenses:
Dodge Insurance - Fiduciary Bond
Patriot-Evening News - Estate Notice
Cumberland Law Journal - Estate Notlce
Radisson Penn-Harris - Personal Representative
Holiday Inn - Personal Representative
Suburban Cable - 6-30-96 to 10-30-96, 131 s.
15th Street, Camp Hill, PA
Bell Atlantlc - 7/96 to 1/97
Waste Management of Central PA 7/96 to 12/96 -
131 s. 15th Street, Camp Hill, PA
Fire Insurance - Homeowners, 9/96- 12/96 -
131 s. 15th Street, Camp Hill, PA
House Doctors - Handyman Service - Repairs to
131 s. 15th Street, Camp Hill, PA
Ehrlich - Termite Treatment - 131 S. 15th
Street, Camp Hill, PA
~ 75.00
~ 67.30
$ 60.00
~ 83.74
$ 83.74
$ 79.92
$ 291. 11
~ 71. 76
~ 203.00
$ 435.00
$ 742.00
(If more space is needed, insert additional sheets of same size.
SUB-TOTAL
~ 16,674.94
I ,
P~lge 2 oC 2
ReV-l'd 1 u;. ( 1 . ~ H', I
COHHOIIJW.TII OF nlnl8YLVAlIIA SCHEDULE H
1lI11IRITAl'CI TAlC I\lTUlUI FUNERAL EXPENSES
1\l8101llT DICIDlIlT ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
CONTINUED
18TATI OF FI LI UUMBER
RITA I. TYI
In:H 1l1ltl(iEk
ll~,:;' 'k liT lllll
r O!~ I 11! ~ jJ
(0
SUB-TOTAL OF PREVIOUS PAGE:
Miscellaneous Experlscs Contin\lcd:
~ 16,674.94
12.
Ehrlich - Termite SerVIce Warranty - 131 S. ~ 79.30
15th Street, Camp lIill, PA
Camp lIil1 Borough - Real Estate TaKes - ~ 797.52
School (96-97 School yearl - 131 S. 15th
Street, Camp lIill, PA
cumberland County - Real Estate TaKes ~ 310.85
(1997) - 131 S. 15th Street, Camp IIi 11 , PA
Linda Lloyd Appraisals - 131 S. 15th ~ 200.00
Street, Camp IIi 11 , PA
Camp lIill Borough - Sewer, 7/1/96 to ~ 120.00
6/30/97, 131 S. 15th Street, Camp lIill, PA
Keystone Oil - 11/96, 131 S. 15th Street, ~ 76.81
Camp lIill, PA
Keystone Oil - 1/97, 131 S. 15th Street, ~ 225.84
Camp IIi 11, PA
Keystone Oil - 2/97, 131 S. 15th Street, ~ 235.20
Camp lIill, PA
PennsylvanIa-American Water Company, 7/96 ~ 134.62
to 12/96, (67.65) & 1/97 to 7197 (66.971,
131 S. 15th Street, Camp lIill, PA
Pennsylvania Power & Light Co., 131 S. 15th ~ 222.11
Street, Camp lIill, PA. 7/96 to 1/97
(132.60) and 2/97 to 7/97 (89.51)
Joel Anderson - Painting & Repairs to 131 ~ 1,700.00
S. 15th Street, Camp lIill, PA 17011
Bell Atlantic - 131 S. 15th Street, Camp $ 98.21
lIill, PA- 2197 to 6/97, Telephone eKpense
Renovations Company, Inc. - 131 S. 15th $ 6,820.00
Street, Camp Hill, PA, structural repairs
Camp lIill School District (1997-98) School ~ 810.26
Real Estate TaKes, 131 S. 15th Street, Camp
lIill, PA
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
TOTAL SCHEDULE H: lfd:,. "r,"'[ Ii [.il." 'I,
k.I"lId' \II ,t j "1\
: .'f',',i"l"",
I
,\
--"-- ...-'
<.
hf:V I'd. U:. ll-'lq
COlOlOl/IIV.LTH or PlWIl8YLVAlnA SCHEDULE I
UIHIIUTAlICI TAX RZTUlUI DEBTS OF DECEDENT,
RZ81DlllT DIClDlllT MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
RITA E. TYE
ITEM
NUMBER DESCRIPTION AMOUNT
1- Boscov's - Account No. 003054705 $ 372.54
2. Country Meadows Beauty Shop $ 11.00
3. pennsylvania-American Water company - 5/96, $ 18.98
131 S. 15th street, Camp Hill, PA
4. Pennsylvan1a power & L1ght company - 6/96, $ 26.74
131 S. 15th Street, Camp HU1, PA
5. Classic Dryc1eaners & Laundromats $ 25.10
6. Bell Atlantic $ 269.80
TOTAL (Also enter on line 10, Recap1tu1ationl
$
724.16
(If more space is needed, insert additional sheets of same size.)
~
~ DI N
0
<3: ~iii
< j .. ~
tIl 0: f\I~<N
~ ~ ... 0 In Go "if
0'<" ~ ."
&/I" < 0
~ ~~t!3~.1
z - < _
f<< . ~D:~:t~"
0 CJ.1 ~ "D
~ fS Z ijj
-'< --
~ x i
Eo<
tIl
::i
.
.;.m. ....rI
-'
-- ....'
'", ,
"
PROPERTY LOCATED AT:
I
I
I
\
\
\
.
Linda Lloyd Appraisals
131 S 15th Street
Camp Hill. PA 17011
FOR:
Attorney Stan Laskowski
1800 L1nglestown Road. Harrisburg, PA "112
AS OF:
August 1 2. 1996
BY:
Linda Lloyd
t",.lo'," """"ploduetd by Urol,d S,.I.m. 5011""'" Comptny 11100111I1.11727
.
Linda Lloyd Appraisals
UNIFORM RESIDENTIAL APPRAISAL REPORT
F'I No 2405
"
P'OIHII1'" Addr"n' "l 1 ~ 1 t;t-h c:trcct ("y CillllV...llil1 Slltlll Oil 7;nCnd. '7011
!!!Jj," O..,w",,"n S_c_c-iltJ;~c~Llw<\LQL];iurYCY Cmmlv"" 4nA'
AS'IlI'I'Io,', 1',111:111 r~o 1-22=1126-19 ',lJ '(11'!!.!)5./!) '" 1"_,,., SlIncial A!o!lftumnnU $ N III
Uorlownf Rita 'I'Ve Estate C:uIII'nl O......Utf V.c.1C'"nt_ Occunanl I low"", Ton01nl fXlVnclmt
" Proll.tlt.... ",'hl11 "'jnllt.<;ml I X rllll SlllIllu I ItfU'If'lhlll,,-1 1'1ll~~.!_!JI~U~'U() I -1 Con.lnflllnUlIn (IIUONA onll/I !lOA.Mnnn IMo,
Nnl\Jhhn,hond 01 I"njnel n'lIln C~mn J-t; 11 Rnrn M,m fllIlnlnlll:n ]'),nr ?n J:'? C.lnlut trltel 'l?An1n'7
Hit'". l'''en HJ J l\. Dlllu 01 Sal" tJ J 1\ Dn!lcri'llion ""II .. nllllHlIll of Irllm C.hIHlJfts/conr.nulnnft 10 ho IMid hv In II", lJ J 1\
l.n"lIul/CI,nlll AttOrn.cy-5.ts.mJ...&"'\SkQh'S){ i ^",h.... 1800 Lin<Jkstown RQilli. Harrisb"rn p 171' ?
All 111'111'11" T ~ 1'"'I.4~ T.l n~rl Aljllfll!!o!!o Hl mn....l( D~,l"n ~n'-:' n"ln PII ~non
-- -X - Single family houling Plennt land uu % lend u.. change
lOC,lllon X Urban Subwbllll nUl.11 Pradominant
,.:.:. I- occupnncy Piller AG[ ann lamllv qO 8""""'0""',
Owllllll O...nr nil\, 2!i.]!)l\t, lhultll 1~~'b 1l000~1; hnl
..:.:. l- I- 'X low nn'" 2.41..mily "l
Growlh fllllt X nnpuJ ~ St.1hlo I- Sluw p:;. Ownllr lr'lptoun
Proporty..."lunl Inc,lt.1!aI!\O '- St.1hht 1- Dllcllnlllll I- Tmullt 150 '''oh 75 Mulli.fnmily To:
..:.:. l f'rnllolTllIl<1l\t I <;
Dfllll.v\d/lllpply - Shnrll1\1o ~ In bllllllH:n I- O",l'r IUPllljl i-l VacAnt IO~%1 Commnrcial
MlIrkolll1\1tmlQ Undllr 3lno, X J.O 1ll0li. O....e' (j nl/a V.c."IIO_" (i"'l 100 55 IVacantl 2
Nola: Race and the raclal compollllon of tho neighborhood aro not appr"lul factorl.
UOIUhborhootl tlOUlulilrlltS .1nll char.1Clllri!"illcs: n.nrn T.\ no - 1 Qt.h C'''rppt- - u_ _to..... ~t--,......+- - 1>n"i!
.
.
. Faclon Ihal all"ct Iha m"'''-f!llIlHhty 01 the propl"!I'" in lhlt nl"lghhorhoad Ipla~il11ilY 10 f1nlp1oymllllt and anlenilie.. employment Itability. .ppeal to mllkel. otc.l:
. commercial alonCl arteria 1 routes h<l." nn _ "nO nf
..
mn"tlv ,,;m; b~ ~Nni! ,~in"''' nf ,;"N ;tnrl
" centers less th"" , 0 m; _..~- rn I "nll,..n
- -
easy access to major highway sy ~ni! ,-- m,,1'" ;tnrl
:..;~~
Market condition. In the .ublect neighbolhood (including 'Upplllt faf the above conclu.ionl ,el.led 10 the trend 01 property valulII, demandltupply. And markeling time
. luch ItS datil on competitive proportios fOf salo in tho neighborhood. dOlcfiption of tho pro valence of salas and fin/'lncing concllllionl. atc.):
M",..lrnr "",l ,,~'..nN rn hi> ,..nl ~";"n'" ~"~""n <J;rn " ",ii!.. V;t,.;nhl
I nf -~o .;"n """;'-"nln -n,-miln",n" ~ -- ;nn" ;t,.." "n" " ;" rh;"
R ProJ.c. Inform..lon lor PUD. IIf .""I;c..',' ' , " Iho dovolo"orn,u;ldor in conlrol ol'ho Homo Owno,,' Assocl.';on IHOAIl 0 V.. ONO
. Approximate tolal numbor of units in tho subjoct project N I A . Approlimato total number of units lor salo in tho subjoct project N/A
Ooscribo common eloments And rocrontionnl I.,cihlios: tJ I n.
Dimon';o", dO " 1 <;0 m" Topoor."hy Mn"rlv ,~..~,
Sito aroa 6000 sa ft +/- Corner lot D YOIl W No Size
ST' IT' d d ,. r>__ 0 ',;" 1 Shapo ,r
pOCI Ie lOnlng c .asSI Icatlon on OScflptlon
Zoning compliAnco 00 legal 0 legal nonconforming IGrendlethcled usel D Illegal D fJo zoning Drain ago
Highost & bost uso as improved 00 Prescnt use 0 Other use lOllplainl View A~
Utilities Public Other Oll.,ile Improvements Type Public Privale landscaping A~
Eloctllclty I '" ,-- ... Stroot Macadam I ~ Driveway Surface ' IJ':'""
Gas Curb/Gut I or Concrete Apparont Eesoments ~~
Wator X Sidewalk Concrete FEMA Special Flood Hazard Area D Ves 00 No
Sallltary Sowor Slroot Lights Liahts FEMA Zo", C Map Da.e 1? 11 :;JR,
Storm Sewer Alloy 0"",.. ~,,_.. FEMA Man No.
Commentllapparent advollo eauments, oncroachmonts. special assessments.slido aron, illegal or logal nonconforming lonlng use. elc.): "'.
<:l ""i! 1 nr Tn,.. rnp N,_~ 0 rn .i 0 ;tnrl ,..i nhr, nf "';tV
nf if .""
GWEII.lOESCRIPTlON EXTERIOR OESCRIPTlON FOUNDATION BASEMENT INSULATION ~
t~o. 01 Units 1 Foundation Slab M/1\ Area Sq. Ft. 700 Roo I
No. 01 Stories ? EIItorior Walls ,1"m Crawl Space M~j n. % Finished 0 Ceiling
Typo IDot./Alt.1 ~ _. noof SUrf.1CD Ch;~~'~ B.nemont """, Ceiling Walls
Gulters & Dwnspls. l\..l11m~ ntlm Sump Pump tJnnp I-
DeSign IStylol 2 "I-n.- Walls Floor I-
EllistinglProposed !:'vi"...... Window Type \,nnrl nH Dampness Mn"" -"nri! Floor None tx
Age (Vrs.) <;0+/- Storm/Screens Yes Sottlement tJnnp ~ Outside Entry VP~ Unknown
Ellocti...e Ago tVrs.) 1 S M.lnlllacturetJ HOllse -.:I,"'\ lnfostation Mn"" - nnri!
" o..n Family Am. Aoc.Am. Bodrooms , Baths laundry Other Aru Sq. Ft.
ROOMS Foyer li...ing Dining Kilchen
. 1 --;:;nn
If Quement
~lovol1 1 -, 1 .,001
I:!1Lovol2 1 , I';"l01
f;1
~ Finished nre3 above Qr.lde contnins: 6 Rooms; 3 Ot!droomlsl: 1 Bathlsl; 1 330 Sounro Foet of GfOSS Uvinn Area
INTEnlOR Mllterials/Condltion UEATUm KITCHEr' EQUIP. ATTIC AMENITIES CAR STORAGE:
mol - [X] 0
floors Typo Roh;O"'''O< 5a flono = Fireplacelsl1l Uono
.
Walls p .,-..- FllOI n;1 Range/Ovon X SlaifS = Palio -0 Garllge "of cers
Trim/Finish Ava/P.vn Condition A"N O'e"" ~ Drop Suir X Dock 0 Attachod
Dnth Floor "in"l/AvCl COOLltJG Olshw",sher Scuttle Porch covered [X] Detached 1
Oath Wninscotn=';r'\cl I~"N Contral Mnr'\o ran/Hood Floor ,;,;. Fonco 0 Duill-In
F=
Doors I,n"" ,...~ Olher Mtcrowavo Healed b Pool 0 Ca'port
COIUJlllon \".JashnrIDryer Finishod 0 Drivoway
Alhlillonoll fC:ltllros Ispnci.l1 ,molOY officlonl ItOITl!"i. nlel: ~ri,-k fir ,~~ in 1;,,;"~ ---- "m"ll
1,,~nn __ ,-,h1n -~-_.. n,,"n~ ",,,11
Cond,tlon ollhe imprO\lenlf!nts. deprecillWlIl Iph...iclIl, lunclionlll, Itnd f!-.teIll311. lepll"S needed, qua!.IY 01 constlllclion. ,emorSellng/additions. etc.: ~;nn
;" ;n ~"n~age condition ~\D~Qjbe structurally sound.
Property older thiln 5 ye<\rso all mech"n;~';1 -~ I-n nn ;n l"n
.
Atl....,HSlllllWiIOl1lnOI1I;I' com!illOn.. I..ueh .15. hul nnl "lllltnd 10. h.1l.lfdollS wastes. IOllic 5uhst:meol. rlle.l prosent in thfl impto...omonU. on tho lilO, or in ttlll
lI1\11ullllatn ",ICllllly 01 till! !;\Ihjllct prnp"'IV: None h~~n notc~1P12J;:i' \ C!t:!o"" .
Ifnmn nil I 11- "',,~n~n 1q7R ~;;-;,-;.l ;h'" 0 'n~N n,,;n"
"t,l'l'~ t.~.c 'o.m 10 tlltJ
t",. 10'''' ..." ,"t"O('I<,:'<1 b, l:"""" ~l.t"... S~I,.....t Co"',,,,,, tllOOll!!lIt-H 121 . p~, I
tI...,..IMMfOlm ltlO. 6.9J
.
Linda Lloyd Appraisals
UNIFORM RESIDENTIAL APPRAISAL REPORT
FiI. N. 2405
ValUft1ion Section
ESTIMATED SITE VALUE. '$ --25..I1tOJJ. r;l\lIlf1l11l1h nil Co!,, Applniteh hueh 11'\, snwce of cost estimate,
ESTIMATED REPRODUCTlorJ COST rJ(W or ".',PHQVU.,trJ1S'
[)'/'IllIIOllII-I-,.lJQ:iq 'I C:i:l$_~~~l_n '$_~_._7_1,U2Q_
-..ll,,:x:ment 700"" It (0$_10_ ___--11,20_U-
. ~121<\c~~C'~I.LJ.Xlrcll_- ___0,QOO__
Co"",,,",c,,,,,,,,, -18_0_ "" " 0>' __l'1_ ___2,-52!L ..CQ:;;,LIIDDr-'J<tclLl2,,~n f'n..t_
!""", """,,',,,' e"""""1 " I . \ __~_l,_~dU- .~~CllJ:.Q_I.l~lc.tiOlL.:J.erv iCQ.S_anrl nn 1 nr:l 1
. ,." "h'''''.,,; \ '''',,',,''',,' I ,,"'on,,' J}uill.lin'.l_c.ollts from ",..n" "" f, ..l~_
0",,,,,,,,,10,, 224 AAC .. \ __22,_8_6_5_ _lLo-Dmc..tiQnal......obs..oles..c..enrn
DcprnCI,lh.d V"!II" ollrl,!i1O'o'nrntHllS - ~ _1J6_I.lJ5-5- ..Rcmuinina-Lc.onomiC-Li.fc - A t;_t;n vrs
"^S-15~ V.lll/II 01 ~i!l" llllplO'o"I!llWlIls $ _-----!1,iH2Q
INOICATED VALUE BY COST APPROACH ActUill.. , ;;-7' 6C,~
ITEM I SUBJECT COMPARABLE NO.1 COMPARABLE NO_ 2
131 S 15th Street 135 S 15th Street 13 E Country Club
Ad,""" r:lmn u;" m ..Ci.\Jl11Lllill..J'A.. _Cal1UL1lill,-I'A
PlOllllllly 10 5uhjncl ...fll\mc bloc~~ ..l_milC-.-
5.1.. ""eo $ IJ /h-j $ C;" -';nn $
P"eo:Com"Uv,Aro. $ 0 $ 7"17 01 $ 71.4201
0.,. and In' Inspection MLS Records HIS Records
Vnfll"",,,," '''He,,' ..In:>pcction I ;;'-,I}lkRQC9J:.1.1:;; ..E\.\blic RC'..;;..nrd~
VMU[ h()Ju!""'UH5 DlSClIll'Tlotl III ~;ClllI'TIOf' . H A.II,,,I,,,,,,,I ()I SCIIIPllm, 1. H Adjult"'llnt
!olIn v..IIIt', MIII,II1! loot t:;llt:lll,ltion ,lnll, lor Hun. VA and rmllA. 1he
11'.11111<111,,1 II'IIl,I!!II11" IH;ollomic \,10 of 1110 plOpflrtyl:
COMPARABLE NO. J
225 S 15th street
ranuLlIilL PA
1
00 7nn
I' ,n~Qnn
$ Al _A1 01
HIS Records
, o..hl1~
O(SCf\lPIIOU
1.1-1 Attjultment
S.11u5 or flll.lnCll1g
COIll:CSSIOI1S
00110 01 Salon "110
ooH 169
None nok~l
2L1-~/96
.
-;;:;;;;- "lmnln
"nnn ~M' ft
ooH 21
olNnnQ
o ]J1.2-' Q r-.
01.
01 !,,,,, "jmn~ :
o 17Q?ne:f+-I-
n .,
0,:>
o "~1~1"':'1,,~ I
o o;n+l- Vl"e: I
_~ -nnn + I
Total1nd,m.1 Oaths I
o 7 I 1 11 <; i
o 1 _ 1Q(, Sq, Ft,I
o Full I
o IlTnf' -, _"~..l i
o I
n I mil m;:'np I
o -:1<'__ I
+' nnn\,_ ~
o Cov Porch '
o "'1-~-'~-~ :
o
ooH 40 I
nllJnnn ,.
n I A "? lOr-.
-1'\ I
nr;;::;;:;- "j~n'o I
_1 nnn r-.nnn ..n ft I
'n T
n -;; I
n n '-,. I
- nl o;n+l- ,n-e: I
_~ -nnn '--h. + I
TotaIIOd,m.l Balh. I
6 I 1 i 1 <; I
1,?7(,Sq,FI.I
Full I
"t>m
I
I
I
[
-1,000
o
o
_1 <;nn
o
n
o
n
o
o
o
toe.llmn
Ill,
o
n
o
n
n
o
o
_1 nnn
o
-1_000
leasohold/feo Simplo I J;'~n c:.; mn 1 ~
Silo I r-.OOO e:n ft
VIew ,,",
Dosign ami Arpa.l! i ')
Oua~.t... 01 ConstlUcloon ~../:I"'m
Ag. I <;n+ 1- Vl"e:
Condition
-? -~ :
I"~"ltlm'
100n+l- Vl"e:
+
101.,1 !lIdrlllsi Oalhs
(.; I 1: 1
-, ?AA Sq. fl.:
Full
1"_,,, '-' ...
-1,000
o
o
n
n
n tJt.1
n
n 1-
o Cov Porch ii
n ,--~
n~ I
I
Abo...o Grado
Aoom Count
TLttll !Od""'! Ol1ths
r-. : 1 : 1
Gross living Area' "l "l n Sq. Ft.
~ B.nomenl & Fln.shed FUll
8 Room' Below Grado I f1~~i n; chon
EmJhunelion" UlilrtV ~
Healing/Cooling I 'Ht-l/Nnru,::lo
. Energ,!, Etlicicntltems j- ~........- ~ 1C.,..r
Garage/Carport , _
:
:/"~'"
Unno .
Cov Porch
,,,~o
[Unno
Porch. Patio. Deck.
Flreplacolsl.otc.
Fence. Pool. olC.
Cov Porch
I ",1,..nn1""o
~o
fJot. t~dj. 110tall
Adjusted Snl11s Price
01 COlllparahlu
Irl+IXI-$
~? nnn II 1+ rXl- $
-(,_0;00
$ Q7 Ann
"e:
ton
.. ~nM
_" nnn I r I + I X I - $
a, nnn
$
QA 7nn
lp '" ~n'
$
Comlllents on StllflS CompMlson l.nclurllllg tlU! slIbject p.opr.rw's comp31Ibil,I'!' to the rll!ighborhood. etel.
most nearly comn",.."hl 0 ~M;""~ .L ,,'o~o m"MO I-n ~"fl;'rt-
-':hn~n H'''m~ ~oF-l"rt.. i na ~l Mn1 fi r:lnt.. ,,~,..l ~H nne: ~"h;o~t-
comparables. All comne: ";'nm rl~"~_ ~-",e:
ITEM
SUBJECT
None
COMPARABLE NO, 1
None
COMPARABLE NO, 2
None
COMPARABLE NO, J
None
0,,,. Plltllflnd Dala
SOUlt8lcl t:"O' ....:es
Public Records
Public Records
",!h,' v'" 0' ,,,,,,,,, PublRecords Public Records
An/l''r'''' cI any Cull.nl &\1''''T1I1''1 of 1/1:11. oCI.On. 01 Ittl'f1\1 of 1"11 'ubllltl pcp"I,!, tlcd IIMltly"S ot Il",!, P'Ol tares 01 SUbile! find COfTIjllllllb'" W.ltlln onll V"" 01 thll dlltl 01 It:plll.ul:
No value to any' " 'nn "n"~"~' ~nnMiHnn..
~nmo ""~,,nt- ,,1-11 iI-ice: ",..c on "n~l ;nnlnn
INDICATED VALUE BY SALES COMPARISON APPROACH, , , ' , , , , ' , , , , . , , , , , ' , , . , , . , , . , , , ' . , . , , , , , , , , . , , . . , ,$ 94,000
INDICATED VALUE BY INCOME APPROACH 1I1/'PllliCllhlel (stllll.,l!!.l Mal~r! nrn! $ N J A IMo. I: Gron nent Mu\tipliflr . $ N H.
The IIPpltlilnl.1 ",.,dOW ~II!. is~ Dsuhjllct to 1ho rrp:i;ls. tllINlltlOIlI. unpoelions. or condlllons l,urd blllowD lubject to completion prr plans and Ipecifications.
CO","""""! AI"""""'. House is vacant. ,,11 ,,+-1' ".ln~ :lr" nn "nM f;;n-ct1nn1nn
fin.ll Heconciliallon: The Sa les Comparison
lit- ';;;-'''0 Fn_ thp:", '
~ M,,..kpt V"ll1c
!ill ",,, 1 i=ho mne:t-
'l'h" rn~1- --;- ".:1__ to -,
IJ:le: nnt :lnnll"~h'o Fn,.. thie:
"ho
The purpOie ollhil nppr.lliul is 10 estimale the m,"~I!! ...."Iue olth" Iflld property thllt il the lubject 01 Ihis rnport. based on thl! abo....e conditionl and the certilicalion.
contlllgent and hmltulO conditions. IInd mlll""t .....'II,e dr.l,'lll,on that nIl! ,t"ted ill thl'! /llltlchfHt rrflddlfl Mac fo,"' 439iFannie Mill! Form 1004[1 lRe....;sl!~ GIg, I.
IIWEI ESTIMATE niE MARKET VALUE, AS DEFINED, OF lllE REAL PROPERTY TIlAT IS THE SUBJECT OF TillS REPORT, AS OF 1? 1 Qq6
. ~::~C^~~:nT~n:~'OQ:P[C~TlON AND niE [~rr[CIIVE DAH Dr TillS n[PDnTls~:[B:v:so:'4A~~n~~S[R ,ONlV 'F R[OUIR[DI,
5'9"'"'''' ~\,I ~ ~ ~lr / 5"""""" O~'d DDld 110'
fJ.ll1\n LinctL..Ll.Qyd fl,l",n Inspllct Property
0",,, 11.,1''''' ';'Il"'''' A\\'.lllst 15. . 0",,, II,'nM S,n"od
Stnlu CmhllCilllOl111 PA-GA-000309-L ~,t.ltfl PA $1.llfl Cnrt.',cation fI St:!10
Or Sl.lht (IClm'iIl 11 S' ... ~-~ C:'ll SI.,h'- 01\ Of St:!ln licnn'lo 11 SI"to
"..,M...I."~ Ie"" /tJ o.ItJ
It", Ic"" .~u 'f'p'C(l,,~f',ll', \,!"'!f',1 ~,,,.....s Se'l....'.. CC"'P'''' IIlOCl 'ilM~-8J11 .I"lff 1
,."",.. ,"'... '011'1 ~OO" e'ill
AUG- B-9il THU 15:bB
1
, ~.. ....". ".".
ID4is JJubrutufl\
.".1 LJE Till: --- ~ ~ t:f. d.,), .f l'ulJ,'uary
Oll( 11'""',11/.1 N,'I/( 1I1111./r(d ~1I.f ~'or~y-ulghL (19/.8)
, in /I" }'(M oj a.' I.o,d
fBl'tlUl'l'l1 n~L1'1l W. YOU~U Rnd CAlUllll NIII YOUtlO, hin wHo, or ~ho BorolllJh of CMtp
Hill, Coul\~Y Clr Cumberl;II1t1, and 5Latu of Punlluylv3nln, CIlANTOllS, partios of tho
fl 1'5 L I^Wt.,
"AND"
JOSEPH I.. ~'YE and UITA ~;. TYE, hlo wlre, of the norollllh or Cwnp Hl11, County or
Cumhnrl"nd, nnd StnLo ur I'~nnoylvilnln, GRANTE2\S, oort10s
IIj (I" mllll" /,'"1; mitUl'll1l1't11. Tlml Ih, sm" I'arl ies oj lIlt ji'lI I'a,I, j., .,,,i in
.'.l/sUuMi.. oj lit, JlIIII "I Onu (lH .00) Dollar and oLher valuable cenoidorat!ons
. . \.
II/wjl/I 1II"'It)' IIj lIlt U"il:" SII/I" ,f ;/II/(ri..a, wrll IIIUIIl"''/)' faM I')' lilt Mid parI ius .f IIt(
Ittvlld /"""" lIlt SliM 1"'" i8S IIj lit, jinl /,arl, nI al/" Iltj." Ih., ualine all" dd"',I'r)' of lit,S(
/,,'om/,l, lit" "I,.'tlJtlwlt'''.f i.' h,,,.6)' adllol",,'dl'''', have 6' "..,',..', ~a'Kmll(of,
HM, alirrw{, ,'lIffllff"", ,'..1.'"....', "'''''f}'''' alld ,.."ji,.,l/(d, and 6}' IIt,u I''''unls d. .rml/I, 6a',rain.
srll, IIU,", 'II/"ff, ,rI.",u, ("''''1)' muf ,,'rjil'f1/ III/I. lIlt Jlr;.I I'n,1 ies ,oj lit, U(Md /,arl, thllir
II(',,.J (tNrl dssiglll,
.AU that certain lot or pioce of land situ:.t.o in the Borough of Camp Hill.
Camburlanrt County, Ponnsylvania, boundQd and doscribed'as followo, to wit.:
nOOINN!NG at a point oighty (eo) feet north of the northeast. corner of
Second anrt FrincesD Streets, now (Fiftcenth Street); thence eastwardly along the
nort.h side of Lot 110. 101, Dna hundred an:! fifty (150) feet to a point in a
twenty (:10) feet wide alleYI thence northwardly along said alloy, forty (40)
fee~ to a point; thence westwardl~ along the south side or Lot No. 99. one
hunrlred an:! fift.y (150) reet to A, fI(\int J the"~~ llnlll.hwardly fort.y (40) feet
along the 8"st Rids of r1rtenntl1 Str~eL, to the \11"co of uog1Ming.
IT BEING Lot No.lOO on a plan of lots known as "CreateI' 1l1lrrisburgll,
Estate of J.lckson Frce. recorded in t.ho offico for recording of deeds in and ror
tho County of CUlIDol'lnnd .!.rore~'l:i.d in Pl.an Dook 1, p:Jge 20. Thol'oon ereeted a
dwolHng house No, 131 S. 15th Strout., C'1mp Hill, Pa,
SllBJBCT to the follOWing rostdcti"lIs I
Thnt Lhe said nurchaaer, hiG heirs and ass~s, will not. at !iny timo
hereinafter forover eroct or build or Ckuso or parmlt to bo erected or built upon
the hereby 'lrallted lnnd, or any oart thereof any tannel'Y,slaughtor.hoUBo, gluo,
00111', c1lndIo or stilrch manufactory, or any other buildint:9 ror ortensive purpoaes
or occupat.ion, Furthol'ntoro) to leave unbuilt upon and unobotruct.ed. IlXcept.ed by
porChes, pi:\ZZIlD, bay.wlndoWll, tl'ooS or ShrUbbery, the fift.een feot in dopth of
. . , . .
the hereby granted lots frollLiJlll On Princeoo now F1fLeenth Street, Ilnd that the
811 td lot should onJ~ be sold to peroon of tho Cn)lcassian Race.
I~ '"""'1~~-
._.--............~__-=:w'-.....__-..-...__,__
.....~ ---.---....
~.- -
- ----
----
I
:/
~:-: .
, SUBJECT PHOTOGRAPH ADDENDUM
Borrownr/Clinnf Rita lye Estate
Add..", 131 S 15th Street
C"y Cnmp Hill
County Cumbcrlnd041
SIIII" P^
11/1 Codft 17011
I ~_,I~.lr,......
FRONT OF
SUBJECT PROPERTY
REAR OF
SUBJECT PROPERTY
STREET SCENE
Lindo Lloyd Appraisals
Filo No, 2405
DEFINITION OF MARKET VALUE: Tho most proh"hl!! pric!! which" prop!!rty should h"ng in " competitivo and open
milrket undm nil conditions rCllUlsltc tn a 1,Iif SiltC, tilt! huym illltl Sidler, cach acting prudently, knowledgeably and
assuming tho price is not i1lfcctcd hy uIHhm stlll1ulus. Implicit 111 this dotulItinll IS tho consummation 01 a salu n5 at a
specified date and the passing of titlo Irol11 seller 10 buym under comlllions whereby: t 1) huyer and sl!lIer arc typically
motivated; (2) both pmtics arc well informed Of Willi mIYI~I~d, Ilnd 1!i1ch acting in wlml hu considers his own bost
interest; 131 3 reasonable time is allowml lor exposuro in thl! oplln f11.'fkcl; (4) llilVlTwnt IS nHldn in terms 01 cash in U.S.
doll.1fS or in IOlms of linilllclal nrrill\{)l!I1Hlnls r.ol11p,lfithln lhorntn; and (51 thu prien rcprusunts tho normal consideration
tor tho property sold unaflcctcd by spuclal or crnatlvc flllilllCinU or salus cnncessions' urantmJ by nnyono nssociatod
with till! s.lln.
. Adjustments to the comparahh!s must lll! moult! lor Spl!Clal or cfI!ativu hnancm(1 or silln!' concessions. No adjustments
mo llccllssary for thoso costs which "HI! Illlrl11~llIy palll by Sl!llcrs as "I resuH of tr.llhtion or law in n markot moa; thoso
costs aro rOillhly idcntllinblc since tho sellcr pnys 1IH!SI! costs in vutunlly illl sales transnctlons. Special or creatlvo
flllnnclng adjustments c.1n he rn.,do to 11m COInpar.lhlc pr.1pcrty by comparisons to financing tDrms alteled by D third
party institution.ll londer th.1t IS !lot alw.ldy invo!v(!tt 11\ Iht~ property or transaction, Any adjustment should not bo
calculated on 11 mcclmnicnl dollar tor dollM cost 01 11m fln,melllg or concession, but the dollar amount 01 ilny adjustment
should approximate the market's reilction to the ftni111Clna or concessions hased on tho npprnlser's judgement.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: Tho approiscr's c",tilication that appears in the approisal report is
subject to the lollowing conditions:
1, The appraiser will not be responsihle lor matters of a legal nature that affect either the property being appraised or
the titie to it, The appraiser assumes that the titie is good and m"rketable and, therelore, will not render any opinions
about the titie. The property is appraised on the basis 01 it being under responsible ownership.
2, The appraisel has provided a sketch in the appraisal leport to show approximate dimensions 01 the improvements and
the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's
determination of its size.
3. The appraiser has examined the available tlood maps that are provided by the Federal Emergency Management
Agency lor other data sourcesl and has noted in the appraisal report whether the subject site is located in an identified
Special Flood Hazard Area, Because the appraiser is not 0 surveyor, he or she makes no guarantees, expressed or
implied, regarding this determination,
4. The appraiser will not give testimony or appear in court because he or she made an appraisal 01 the property in
question, unless specilic arrangoments to do so have been made beforehand,
5. Tho appraiser has estimated the value of the land in the cost apploach at its highest and best use and the
improvements at their contributory value, These separate valuations 01 the land and improvements must not be used in
conjunction with any other appraisal and are invalid il they are so used.
6. The appraiser has notod in the appraisal report any adverse conditions lsuch as, needed repairs, depreciation, the
presence of hazardous wastes, toxic substances. etc,) observed during the inspection of the subject property or that he
or she became aware of during the normal research involved in performing the appraisal, Unless otherwise stated In the
appraisal report, the appraiser has no knowledge 01 any hidden or unapparent conditions of the property 01 adverse
environmental conditions (including the presence at hazardous wastes, toxic substances. etc.) that would make the
property more or less valuable, and h"s assumed that there are no such conditions and makes no guarantees or
warranties, expressed or impliod, regarding the condition of the property. The appraiser will not be responsible for any
such conditions that do oxist or for any engineering or testing that might be required to discover whether such conditions
exist, Because the appraiser is not an expert in the lield of environmental hazards, the appraisal report must not be
considered as an environmental assessment 01 the property,
7, The appraiser obtained tho information, estimates, and opinions that were expressed in the appraisal report from
sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume
responsibility for the accuracy 01 such items th"t were lurnished by other parties,
B. The appraiser will not disclose the contents 01 the appraisal report except os provided for in the Uniform Standards 01
Prolessional Appraisal Practice.
9, The appraiser has based his or her appraisal report and valuation conclusion for on appraisal that is subject to
satisfactory completion, repairs, or alterations on the assumption that completion of tho improvements will be performed
in a workmanlike manner.
10, The "ppraiser must provide his or her prior written consent before the lender/client specified in the appraisal report
can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and
professional designations. and references to any profeSSioni'll appraisal organizations or the firm with which the appraiser
IS associatedl to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer;
consultants; professional appraisal organizations; any state or federally approved financial institution; or any department.
agency, or instrumentality of the United Statos or any state or the District of Columbia; except that the lender/client may
distribute the property description section of the report only to dat" collection or reporting servicels) without having to
obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained belore
the appraisal con be conveyed by anyone to tho publiC through advertising, public relations, news, sales, or other media.
Freddie Mac Form 439 6.93
Page 1 of 2
Fannio Mae Form 1004B 6.93
tt_. '0,"'1 VII" Itllroducti:! tl, U,.."d S,t""" solt...... CamJl.n'l' 18001 DlID-8121
Linda Lloyd Appraisals
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:
FiI. No. 2405
1. I have resoarchod tho subject Illarkt!t mea and have selected a minimum of three recent sales of properties most
SIlIUlilf and proximate to the suhject propmlV for consideration in tho sales compmison analysis and have made a dollar
adjustment when appropflatc to rellect tho market reaclion Illlhose iwms 01 signilicant yariation. \I a signilicant item in
a comparable propcfty is superior to, or morc tavorablc tho1fl. tho subject property. I have made a negativo adjustment to
leduce tho adjusted sales price 01 the camp.Hable and. if il significant item in il comparablo property is inferior to, or loss
fayorable than tho sublect property, I haye mado a positiye adlustment to increase the adjusted sales price 01 the
comparable.
2. I haye taken 11110 conslllerallon th" factors Ih"t hay" an Impact on yalue in my deyelopment 01 the estimale 01 market
yalue in tho appraisal reporl. I hay" not knowlllllly withh"hl any signihcant information from the appraisal report and I
bellove. to tho best of my knowledge. that all statements ilnd inlorrl1ation in tho appraisal report arc truc nnd COHCCt.
3. I staICd, in the appraisal repnfl, only my own personal, unbiased, and professional analysis, opinions, and
conclusions. which aro subject only to the contingent and limiting conditions specified in thiS form.
4. I haye no present or prospectiye intClest in the property that is the subject 01 this report, and I haye no present or
prospectiye personal interest or bias with respect to the parlicipants in the transaction. I did not base, either partially or
completely, my analysiS andlor the estimate 01 market yalue in the appraisal report on the race, color, religion, sex.
handicap, lamilial status, or national origin 01 either the prospectiye owners or occupants 01 the subject property or 01
the present owners or occupants ollhe properties in the Yicinity 01 the subject property.
S. 1 haye no present or contemplated fulure "'tClest in the subject property, and neither my current or luture
employment nor my compensation for performing this appraisal is contingent on the appraised value of the property.
6. I was not required to report a predetermined yalue or direction in yalue that layors the cause of the client or any
related party, Ihe amount of the yalue estimate, the attainment of a specific result, or the occurrence 01 a subsequent
event in order to receiye my compensation andlor employment for performing the appraisal. I did not base the appraisal
report on a requested minimum yalualion, a specilic yal,'ation, or the need to approye a specifiC mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were
adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the
effectiye date of this appraisal, with the exception of the departure proYision of those Standards, which does not apply.
I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of
market yalue and the estimate I deyeloped is consistent with the marketing time noted in the neighborhood section of
this report, unless I haye otherwise stated in the reconciliation section.
8. I haye personally inspected the interior and exterior areas 01 the subject property and the exterior of all properties
listed as com parables in the appraisal report. I further certify that 1 haye noted any apparent or known adyerse
conditions in the subject improyements, on the subject sile, or on any site within the immediate yicinity of the subject
property of which I am aware and haye made adjustmenls for these adyerse conditions in my analysis of the property
yalue to the extent that I had market eyidence to support them. I haye also commented about the effect 01 the adyerse
conditions on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I
relied on significant professional assistance from any indiYidual or indiyiduals in the performance of the appraisal or the
preparation of the appraisal report, I haye named such indiyiduallsl and disclosed the specilic tasks performed by them in
the reconciliation section of this appraisal report. I certify Ihat any indiyidual so named is qualified to perform the tasks.
I haye not authorized anyone 10 make a change to any item in the report; therefore, if an unauthorized change is made to
the appraisal report, I will take no responsibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a superyisory appraiser signed the appraisal report, he or she
certifies and agrees that: I directly superyise the appraiser who prepared the appraisal report, haye reyiewed the
appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's
certifications numbered 4 through 7 aboye, and am taking full responsibility for the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISEO: 131 S 15t.h Street. CAron Hi 11. PA 17011
APPRAIS]' ~
Signature: v~~ /o~
Name: Li
Dale Signed: Auaust 15. 1996
Stale Certification #: PA-GA-000309-L
or State License #: Summary lIPpraisal
Stale: PA
Expiralion Date of Certification or License: 6/30/97
SUPERVISORY APPRAISER (only if requiredl:
Signature:
Name:
Dale Signed:
State Certilication #:
or Slate License #:
Slate:
Expiration Date of Certification or License:
o Did 0 Did Not Inspect Property
Freddie Mac Form 439 6.93
Page 2 of 2
Fannie Mae Form 1004B 6.93
t.... 10'''' ..... Ifp'odtltp!f b, u...,.1t 5,.lflT" SolI...... CtfT'II''''. 11I0019119.1127
,.lOST
BANK 40 40
ACCT>
CUSTOMER NUMBER
NAME TYE R E
Cl15 1 IDS COA/REA CUSTOMER INQUIRY 08/19/96 7.31.03
MS ACTION SUCCESSFUL
2001016451 PROD> COA BRANCH 99999 COST CENTER 9999999
2001016451 SUBPRDCT DC CDA CUSTOMER
SUBOWNER 01 REGULAR
NAME RITA E TYE
& DELIA NEUMAN
ADDR RITA T BACKENSTONE
131 S 15TH ST
CAMP HILL
PA 17011-5502
RELATIONSHIP
TIN 195-16-4952
WTHLD CD PC CERTIFIED TIN
DATE WTHLD CERT 12/28/1989
BIRTH DATE
LAST MAINT DATE
REA PLAN
PACKAGE CD ADDED
REMOVED
COUNTRY
SEL SUB ACCOUNT RST ISS/RENEW MATURES PKG APY
( MT 21001030368, 12/28/1995 12/28/1996 4.70
CURRENT BALANCE STAT
10,000.00 99
TOTAL
1
10,000.00
PF: I-HELP 2-MSGS 3-PLVL 4-RRS 6-CIF 7-SB 8-SF 9-CI34 10-CI10 l1-Cl11 12-CI50
DEPRESS CNTL/F7 TO RETURN TO BANCSTAR 8
THFT
CI15
ACTION
PROD CODE CDA
CURR CODE
ACTN POST EFFECTIVE
TRACE ID
" 11/10 12/28/94
CO
____ STFT 2 THF CDA/REA TRANSACTION HIST 96/08/19
40 OP 40 MS 50852 ACTION COMPLETE
COID 40
ACCT 21001030368 SHORT NAME
PAGE 1 SEARCH FROM
CHECK NUMBER TRAN AMOUNT
DESCRIPTION
10,000.00
CONVERTED DEPOSIT
7,31.27
TYE R E
95/11/10
D/C
THRU
96/01/26
BALANCE
C
10,000.00
" 11/28
I-GEN095112800000597 INTEREST PAID BY
" 11/28
I-GEN095112800000598 INTEREST PAID BY
" 12/28
I-GEN095122800000669 INTEREST PAID BY
" 12/28
I-GEN095122800000670 INTEREST PAID
" 12/28
I-GEN
" 12/28
I-GEN095122800000671 RATE CHANGE
" 01/26 01/28/96 40.24 C
I-GEN096012800001645 INTEREST PAID BY CHECK (CREDIT)
PF: I-HELP 2-MSGS 3-PLVL 7-SB 8-SF 9-ASUM 10-CIlO 11-Cl11 12-CI15
DEPRESS CNTL/F7 TO RETURN TO BANCSTAR
50.84 C
CHECK (CREDIT)
50.84 0
CHECK (DEBIT)
46.08 C
CHECK (CREDIT)
46.08 0
BY CHECK (DEBIT)
10,000.00 c
RENEWED DEPOSIT
10,050.84
10,000.00
10,046.08
10,000,00
10,000.00
.00
N
10,000.00
10,040.24
E 8
THFT
CI15
ACTION
PROD CODE CDA
CURR CODE
ACTN POST EFFECTIVE
TRACE 10
" 01/26 01/28/96
I-GEN0960l2800001646
" 02/28
I-GEN096022800000608
" 02/28
~_~~lJnQ~n?'Qnnnnn~~n
CO
____ STFT 2 THF CDA/REA TRANSACTION llIST 96/08/19
40 OP 40 MS 50852 ACTION COMPLETE
COID 40
ACCT 21001030368 SHORT NAME
PAGE 2 SEARCH FROM
CHECK NUMBER TRAN AMOUN'r
DESCRIPTION
7.31.36
TYE R E
95/11/10
D/C
THRU
96/05/28
BALANCE
INTEREST PAID BY
40.24 D
CHECl; (DEBIT)
38.96 C
CHECK (CREDIT)
)fl.96 0
10,000.00
10,038.96
INTEREST PAID BY
10,000.00
..lOST
BANK 40 40
ACCT>
CUSTOMER NUMBER
NAME TYE R E
CI15 1 IDS CDA/REA CUSTOMER INQUIRY 08/19/96 7,32.02
MS ACTION SUCCESSFUL
2001016452 PROD> CDA BRANCH 99999 COST CENTER 9999999
2001016452 SUBPRDCT DC CDA CUSTOMER
SUBOWNER 01 REGULAR
RELATIONSHIP
TIN 195-16-4952
WTHLD CD PC CERTIFIED TIN
DATE WTHLD CERT 02/11/1989
BIRTH DATE
LAST MAINT DATE
REA PLAN
PACKAGE CD ADDED
REMOVED
NAME RITA E TYE
& MARY DELIA NEUMAN
ADDR RITA '1' BACKENSTOSE
131 S 15TH ST
CAMP HILL
PA 17011-5502
SEL SUB ACCOUNT RST ISS/RENEW MATURES PKG APY
-MT 2100103168j.~ 02/11/1995 02/11/1998
CURRENT BALANCE STAT
15,000.00 99
CO
____ STFT 2 THF CDA/REA TRANSACTION HIST 96/08/19
40 OP 40 MS 50852 ACTION COMPLETE
COID 40
ACCT 21001031683 SHORT NAME
PAGE 1 SEARCH FROM
CHECK NUMBER TRAN AMOUNT
DESCRIPTION
15,000.00
CONVERTED DEPOSIT
COUNTRY
l.
TOTAL
1
15,000.00
PF: I-HELP 2-MSGS 3-PLVL 4-RRS 6-CIF 7-SB 8-SF 9-CI34 10-CI10 11-Cl11 12-CI50
DEPRESS CNTL/F7 TO RETURN TO BANCSTAR 8
THFT
Cll5
ACTION
PROD CODE CDA
CURR CODE
ACTN POST EFFECTIVE
TRACE 10
* 11/10 02/11/95
TYE R E
95/11/10
D/C
THRU
C
* 11/10 11/11/95 82.18 C
I-GEN095111100000854 INTEREST PAID BY CHECK (CREDIT)
x 11/10 11/11/95 82.18 D
I-GEN095111100000855 INTEREST PAID BY CHECK (DEBIT)
* 12/11 77.06 C
I-GEN095121100000583 INTEREST PAID BY CHECK (CREDIT)
* 12/11 77.06 D
I-GEN095121100000584 INTEREST PAID BY CHECK (DEBIT)
* 01/11 79.54 C
I-GEN096011100000576 INTEREST PAID BY CHECK (CREDIT)
* 01/11 79.54 D
I-GEN096011100000577 INTEREST PAID BY CHECK (DEBIT)
* 02/09 02/11/96 79.41 C
I-GEN096021100001683 INTEREST PAID BY CHECK (CREDIT)
PF: I-HELP 2-MSGS 3-PLVL 7-58 8-SF 9-ASUM 10-CI10 11-Cl11 12-CI15
DEPRESS CNTL/F7 TO RETURN TO BANCSTAR
CO
____ STFT 2 THF CDA/REA TRANSACTION HIST 96/08/19
40 OP 40 MS 50852 ACTION COMPLETE
COID 40
ACCT 21001031683 SHORT NAME
PAGE 2 SEARCH FROM
CHEer; NUMBER TRAN AMOUNT
iJESCRIP'l'ION
THFT
CI15
ACTION
PROD CODE CDA
CURR CODE
ACTN POST EFFECTIVE
'l'Rl\CE ID
x 02/09 02/11/96
I-GEN096021100001G84
· 03/i 1
I-GEN09G03110000059G
· 03/11
TYE R E
95/11/10
D/C
TIIRU
INTEREST PAID BY
79.41 0
CHECK (DEBIT)
74.28 C
CHECK (CREDIT)
74 . 28 0
....:~r.l-. I nrr:: T1' \
INTEREST rAID BY
7.35.16
96/02/09
BALANCE
15,000.00
15,082.18
15,000.00
15,077.06
15,000.00
15,079.54
15,000.00
15,079.41
E 8
7.35.19
96/06/11
BALANCE
15,000.00
15,074.28
15,000.00
"
D
Dauphin Deposit Bank
and Trust Company
"'AIU OFFICE: 213 MAnKET 5 rllEET. IIAnmsuunn, p(Nr4SYl VMHA 11101
111 :!SS.2121
Decedent Confirmation
Name:
Rita E. Tye
Social Security No.: 195-16-4952
Date of Death (000): 06/13/96
Account No.
8000141701
8000141728
8000141736
------------------------ ------------------------ ------------------------
Type
Certificate of Deposit
Certificate of Deposit
Certificate of Deposit
------------------------ ------------------------ ------------------------
Date Opened
or Issued
12/31/88
12/31/88
12/31/88
------------------------ ------------------------ ------------------------
Date Closed
or Matured
07/01/96 (Closed)
07/01/96 (Closed)
07/01/96 (Closed)
------------------------ ------------------------ -------------------------
Date of Death
Balance $10,000.00
$10,000.00
$10,000.00
PLUS
Date of Death
Accrued Int. $25.60
$25.60
$25.60
Joint ONners
(if any)
Delia Nev.mnn
Rita T. Bnckenstose
De 1 i a Ne....man
Rita T. Backenstose
De 1 in Ne....man
l1i ta T. Backenstose
Date of Joint
ONnership 12/31/88
12/31/88
12/31/80
Special Comments: N/A
Add1t1othf.l Infurmation ......tildlJh. at $;'0.00 per hout', On.~ Ilow" mtn,mum,
Date Prepared: August 20, 1~~6 Prepared by: Carolyn A. Be,-kf'bi Ie
Customflr ~'nnagempnt Informal WfI Depl. (C~lI)
T<llephone No. (717) :'r,s-<'or,4
PdQ'? 1 'J f ,1
FUn.1 OO-(!:"'l~;'16 (Rl"V :191)
.
,
l'A,'
DAlJI'lUN ()lItOSI1 B,,'Nt<; ~Nt; ll(~ ...1 0 ,",WAN',", IIMUU..lHHHi. PI NNWI VANIA
PAra No. 3 of 3
10 Kundrat & Sedor
Name: Rita E. Tyo SSN: 195-16-4952 000: 06/13/96
4913103229
01301845
Account No.
------------------------ ------------------------ ------------------------
Type
PassboOk Savin9s
Safe Deposit Box
------------------------ ------------------------ ------------------------
Date Opened
or Issued
05/17/74
04/25/65
------------------------ ------------------------ ------------------------
Date Closed
or Matured
07/01/96 (Closed)
------------------------ ------------------------ ------------------------
Date of Death
Balance $62,911.19
Not Applicable
------------------------ ------------------------ ------------------------
PLUS
Location:
Date of Death
Accrued Int. $51.57
West Shore Plaza Office
------------------------ ------------------------ ------------------------
Joint OHners
(if any)
Delia Newman
Ri ta T. Bacl<enstose
None
------------------------ ------------------------ ------------------------
Date of Joint
OHnership 12/21/88
------------------------ ------------------------ ------------------------
-------.------
---_.,-------- ------------------------ ------------------------ -,.----------------------
Special eomments: N/A
Adthttonal inrormdttUn ctv,t,ldl.lle tat $20.00 pUI' how', DnH hoUl' mir"mum,
Date Prepared: August 20, 1996 Prepared by: Carolyn A. Berkebile
custom.!r :.I<lnagemen\ Informat ion Dept. (Ct~l)
Telephone No. (717) 255-2054
CDtttOHWUL TH l'F PO..SYl VANIA
DEPAATlVlT Of' REVDU:
IURU.U OF INDIVIDUAL r AXES
DEPr. ZlD6Dl
HARRISBURG, PA 11121.06Dl
*'
.
IO.I~' II ,,, u.",
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
. REVISED NOTICE ...
EST. OF RITA E TYE
S.S. NO. 195-16-4952
DATE OF DEATH 06-13-96
COUNTY CUMBERLAND
FILE NO. 21 96-0500
ACN 96136744
DATE 11-16-96
TYPE OF ACCOUNT
D SAVINllS
D CHECKINO
DTRUST
!Xl CERTIF.
DELIA NEUMAN
121 E ST S.E.
WASHINGTON
DC 20003
REHIT PAYHENT AND FORKS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE .
CARLISLE, PA 17013
DAUPHIN DEP BANK a TRU hu provided the Depllrt.."t with the InforAUon lI.ted below which h.. bHn Uled In ulcul.Una the
pat."UIII tlllC due. "'-Ir record. Indlc.t. that lit the death of the above decedent, yOl.l were. Joint owner/beneficiary of this DCClM'lt.
If you f..1 thl. Infor..tlon I. Incorrect. pl.... obt.ln wrltt.n correction 'roe to. flnancl.1 In.tltutlon, IIttach II copy to thl. 'or.
and return It to the above addnu. This DCCOU'1t It ta..bl. In DCcordanc:. with the Inhllrltanc:. Tax LD\If' of the; C~lth 0' PernlYlv.,llI.
....,ntlo,,. ... oe ...werea OJ' coBaung l,!I, Idl =:'':'1.
COMPLETE PART 1 BELOW .
Acc...,t No. 8000141728
. . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
c.t. 12-31-88
E.t.tJlhh.d
To In.ure proper crldlt to your IICCount, two
Cl) copl.. of thll notice eult DCcoepany your
PII~t to the Reglshr of Wllh. Kak. chKk
Pllyabl. tal ~eglltllr of Willi, .~t".
Acc...,t Bd..... 10,025.60
P.rc...t To.tJh X 16.667
AIoount Subj.ct to To 1, 67 g . 97
T.x R.t. K .g6
Pot...thl T.x eu. 1 go. 26
PART TAXPAYER RESPONSE
[I] I FAILURE TO RESPOND ifILL . RESULT IN AN OFFICIAL TAX ASSESSMEHT BASED ON THIS NOTICE I
.. 0 ThtI above 1nfor.aUon and tax dull Is correct.
1. Vou .ay Chool. to rnlt paynnt to lhII Reglttllr of Wllh with tw coplll' of thlt noUc. to obt.ln
II dl.count or avoId Intllr..t, or YOU IIIIY check box -.- and r.turn thll notlc. to the Regllter of
Willi and an offldal .....lHnt will be 1uulld by the PA D.p.rt....t of RllvllOUl.
HOTEt If tax PllyeIII'Itl er. aade within thr..
n) .onthl of the declldent' I date of duth,
you lIay dllduc:t a S:C dltCOU1t of the tax due.
Any InherltWlC. tax dull will bllc:0M delinquent
n1M (9) ItOI'Ith. aft.r the datil of duth.
[CHECK ]
ONE
BLOCK
ONLY
B. G The abovII aUllt hili bun or will be rgparted and tax peld Mllh the PlIl'V1lylv.,l. Inhlrltancll rax return
to be fJ10d by ttMi decedent'. rttprlll.ntlltlv..
C. 0 The above Inforllatlon It Incorr.ct and/or debt. and d~tlonl WIIr. paid by you.
You eu.t coepll1t. PART 0 end/or PART ~ below.
If you indicat. a diff.~.nt tax rat., pl.... st.te you~
rel.tionshlp to dec.dent:
PART
I3J
T^~ ~~TU~~ ~ ~aMPU!~T~~~
LINE I. C.t. E.t.bllah.d
2. Account B.lanc.
3. Percent Taxabl.
4. Aaount Subject to Tax
S. Debt. and DeductIon.
6. AlIOunt Taxabl.
7. T.x R.t.
8. Tax Due
CF
T.~~ c:-: ~Cn~T.'T~~e~ !'.CCCUt-!TS
OFFICIAL USE ONLY .. D AAFI
..... ..PA DE~ARTHENl OFREI/ENUE'.J
rA:r;"" ".," .'. "'''!:~
~
,
,
.,.~
.
..j
;
. ,~
;
, ~
:
:;
:
PART
[!J
DATE
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIMED
1
2
3 X
4
s
6
7 X
B
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL tEnter on Lln. 5 of Tax Co~tatlonJ .
l... V~.,
r
-1,L~
I have rapo~t.d above a~. tru., correct and
HOME (-l"~ ,~,) ) l::>L\ ;:, - -=}. 3._"'l ":";-
WORK (J,{, \ ) ~-O c, - ,oe,'-,y.
TElEPH NE NUM ER
co
\!f,. .
Under penal U.. of
l.t. to t~ b..t of
~u..L CO,
perjury, I decla~. that the fact.
.Y knowledge and bell.f.
GENERAL INFORHATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSIIEKT .Ith _11."'. Int.rut ..... on Inlor..llon
III.ltMIltted by the flMnClI.l tn.lItutlan.
2. Im.rtt~ tax ~. dtIl1nquent "I". ~th. .ft.,. tM decedent" dill. of lM.th.
S. . Joint KCCIU'It .. tax.tJl. IV'" though tM cMeedent', ~ .... ~ II . ..U.t of conv..,lenc..
4. ACCOU'1t. Unclucllng tho.. held between husa..l .-1d 11II11.) which tM decedent put In Joint MM' within OM vu.. prior to
deeth .t. fully ....blt II tr~.f.r..
S. Accowlh ....!bUshed Jolnth between hulbrld Ilnd .,If. ~r. tNn OM rut prlo,. to cktth .t. not hl)lllbl..
6. Account. Mid by . decedent -In trut' for. BnO~r or other. .t. t..llbl. fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BlDCl A - If the Info....tlon Md cDllPUbtlon In tM notle. .t. correct and deduction. .t. not belna chi"", plKt fin "T'"
In block -.- of Part 1 of the -tlXPIY',. A.spon.... .actlon. Sign two copl.. Ilnd ~It thell with your dledr. 'or tlw ..oIIlt of
tax to the Aegl.t.,. 0' Willi 0' the county Indlclted. YM Pi Dep,rt-.nt 0' R.venue .,111 1..uI ~ o"lcl,1 .......-nt
(For. REY-1S41 DC) ~ recllpt of the r.turn frOll t.... A"ltt.r of Willa.
Z. Bloa B . If ttM ....t .peclfled on thh notlc. M' bHn or will M nported .... tax p.ld with t.... P....,.ylv.-.I. IrherU.-,c.
Tu Rdum fll" by ttM decedent.. repru."tltlvl, plac. ... ""X"" In bloclt -e" of Plrt I of t.... ""TaxplY'" A..pon.... section. Sign one
copy and r.turn to ttM PA o.p.rt-.nt of A.v~, Bur.eu of Individual Tax.., Dlpt 280601, Harrisburg, PA 17121.0601 In the
env.lope provided.
5. BLOCK C . If the notice Infor.tlon h IncorrKt W1dIor d..tuctlon. an Mlng dlINd, dMdc block ..COO and cOllPI.ta Pa,.t, Z and 5
accordlno to the In.tructlon. b.low. Sl~ two cool.. Rnd ......U the9 wUh your cMclr. for t.... .-cutt 0' tu payllbl. to thl ANht.,.
of Will. of tha county Indicated. T.... PA D..,.rt-.nt of A.v~ will l..us an offlclll .....atent eFor. REV.IS41 EX) upon rec.lpt
of the raturn ,,.~ thl AIGI.tlr of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Enter ttM dllta the IICCount orlglnlllh WI' IItabllshed or tltltMt In the IllII'V'IIr .xlttlng at dlta of d.ath.
HOTEl For. decedent dying aftar IUIUIZ, Accounts which the decMt.....t put In JoInt MM' within 0nII U) yaar of death ara
ta..abl, 'ully II t,."".f..... Howevar, th.r. h an .xcluslon not to ,xcnd 13,000 p.r tran.f.r.. regardl... of thl velu. of
the ac:eo..rlt 0,. the .....-,.,. of acCo..rlts hlild.
If a doubl. a.t.rlsk (..) app.er. bafor, you,. flr.t na.e In thl addr... portion of thl. notlc., the '5,000 .xclu.lon
,Iraady hat bHn deduct.. frOll the aceo..rlt balanc. a' raport.. by ttM financial In.tlh.ltlon.
Z. Enter the totll belanc. of thIi aceo..rlt Inchldlng Intara.t acerued to t.... det, of d.ath.
5. Tha pare."t of t.... ecCo..rlt that It taxable for aech .urvlvo,. h deter.lnad a. follow. I
A. Tha parcent taxable fa,. Joint ....t. ..tabll.had .ora than one y.a,. prior to the dlCadant'. d..thl
I DIVIDED BY TOTAL I<<Jt(BEA OF
JOINT DWtIERS
Ex...,lal A Joint ....t rlGhtared
DIVIDED ay TOTAL HlJHBEA OF X 100 .. PERCUfT TAKABLE
SURVIVING JOINT OWNERS
In the n... of thl decedant and two othlir ptI...on..
1 DIVIDED BY 5 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) .. .167 X 100 .. 16.7X (tAXABLE FDA EACH SURVIVOR)
B. The pare."t taxabl. for auat. craatad within onII yaer of the decedent., daath or aceo..rlt. owned by the decadent but held
In tru.t for another IncUvldualh) (trust banaflelarlll)l
1 DIVIDED BY TOTAL NUMBEA OF SURYIVIHC JOINT
DWJ€RS DR TRUST BENEfICIARIES
X 100 .. PERtrHT TAXABLE
(x.-plal Joint acc~t nghtarMt In thtl n.. of thl decedant and two othlir pa...on. and ..tablldlld within one yaar of d.ath by
thl deced....t.
1 DIVIDED BY Z (SURVIVORS) .. .SO K 100 .. SOX (TAXABLE FDA EAot SURVIVOR)
4. The uount .mJact to tax nlna 4) It d.taralned by ...ltlplylng thtl .CCo..rlt balanca Ulna Z) by the p.rc....t taxabla nlna :U.
5. Entar thl total of the dabt, and daductlon. ll,ted In Part 5.
6. ThI ~t taxabla Ulna bJ II o.t.relnMI by tU:ltracUng tnII C*OCI nno oaaucuon. 11lna ~J tr~ toe YOUnt .~Je\;l: ~o ~.A Hi".. ..,.
7. Enta,. the approprlata tax rata (line 7) a. d.t.ralned b.low.
A. For dat.. of , death occur,.lng .ftar 6/50/94, thtl tax rata. for tran.f.r. to .pou... ara a. follow.:
1. Oat.. of d..th on or aftar 711/94 and tMfor. 1/1/95 thl rata h n.
Z. Data' of d.ath on or aftar 1/1/95 tran.f.r, to .pous.. will b. taxed at ox tax rata.
Hot'l For d.ta. of d.ath prlo" to 7/1/94 tran.f.r. to .pous.. ar. taxabla at 6X.
B. Tran.far. to llnaal d.scendant. Including fath.r, IOthar, lon, daught.r, grBndc:hlldr...., lon-ln~law,
daught.,.~ln-Iaw, .tepchlld and thllr I.sua are taxabla .t .Ix p.rcant C6X).
C. Tran.'.... to all others Including brothar, .ht.r, uncia, ItU1t, n.ph... and nleca ara taxabla at flft.an pareant US:O.
D. If you ~ the tax rat., plaa.. specify your relationship to thl decedant In the ar.. provided.
8. The aaount of tax ~ (line 8) Is d.tar.lned by ...ltlplylng thtl a.aunt taxabla (line 6) by thl tax rat. Cline 7).
CLAIHED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabt, and daductlon. ara d.t.ralned a. follow'J
A. You l-vally are ra.pon.lbla fo,. payeant, or the a.tata subject to ~Inl.tr.tlon by . par.onal rapra.antatlv, I. Insufficient
to pay the deductlbl. It....
.. You actually paid thl dabts aftar death of thl deced."t and can 'urnlsh proo' 0' pa)'Hnt.
C. Dabt. baing elaleed ....t tM It..lzad fully In Pert 5. If additional spaca I. ~, u.. plain papa,. 8 lIt" x II". Proof of
pe)'Hnt Ny M reque.ted by thl PA O.,.rt-.nt of A.venut:.
TAXPAYER ASSISTANCE .
...v ....'. IF YOU NEED FURTHER INFORHATION OR ASSISTANCE, .CONTACT ANY,. '."".
',,'c,,'.' ...' REGISTER OF WILLS, PA. DEPARTMENT OF REVENUE DISTRICT. OFFICE., ..'"
.' . ..' OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN"';>
HARRISBURG AT (717) 787-8327. TDDI.pIn 772-2252 (HEARING IHPAIREDONLV)"...
~-", -::~;"
COMMONW[Al1lt or I'I'NHSVI VANIA
DEPAAIM[HI 01 N[VrNU[
IlUREAU OF INDIVIDUAL tAns
DEPI. ~aO&OI
IIAAAISIlUAC, PA 1111a-0&01
~~\
. J .
"I-lhl II 'If .,-,\! 1
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REVISED NOTICE MM.
FILE NO. 21 96-0500
ACN 96136746
DATE 11-06-96
EST. OF RITA E TYE
5.5. NO. 195-16-4952
DATE OF DEATIl 06-13-96
COUNTY CUMBERLAND
TYPE OF ACCOUtlT
o SA~ INGS
o CHECKING
o TRUST
IX] CERTlF .
DELIA NEUMAN
121 E ST SE
WASHINGTON
DC 200g3
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAUPHIN DEP BANK & TRU hn provldod tho Dopart.ont with tho inforllatlon Ihted below which has bun used In calculating the
potential taM due. Iheir rocords indlcato that at tho death of tho nbow. dOcDdDnt. you were a joint owner/baneflclary of this account.
If you feel this Infor.atlon I. Incorroct. pleaso obtain writtan corroction fro. tho financial Institution, attach a copy to this for.
and return It to th. above addr.ss. Ihls account Is taMable In accordanc. with tho Inharltance laM law. of the Co..onw.elth of Pennsylvania.
~\le.tlOtIS .e, u. bnt...r'K' e~' calling "1'.' ';"-0...:
Dat.
Eshbllshod
REVERSE SIDE FOR
12-31-88
FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW
Account No. 8000141736
. . . SEE
Account e.lanc.
P.rcent Taxabl.
Anount Subject to
TaK Rat.
Pot.ntial Tax Dua
10,025.60
16.667
1.670.97
.06
100.26
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
10 Insur. proper crodlt to your account. two
(1) copies of this notlco .ust nCCo.pany your
pay.ont to the Aoglstor of Wills. Mak. check
payable to: "Aogister of Wills. Agent".
K
K
NOIE: If taM pay.ents are .ado within three
IS) .onths of tho docedent's data of d.ath,
you .ay d.duct a SZ discount of the taM du..
Any Inherltanco tax duo will bOco.. d.llnquent
nln. (9) .onthl aftor tho data of daath.
To'
PART
m
[CHECK ]
ONE
BLOCK
ONLY
A. c=J Ih. above Infor.atlon and taM due i. correct.
1. You .ay choo.. to r..it pay..nt to the Ragl.t.r of Will. with two cop I.. of thl. notic. to obtain
a discount or avoid Int.r..t, or you .ay chock box "A" and r.turn thl. not Ie. to tho R.gl.t.r of
Wills and an official a....s..nt will b. Issued by the PA Dopart.ont of R.v.nu..
B. ~h. abo~. as..t has ba.n or will be reported and taM paid with the Pennsylvania Inh.rltanc. TaM r.turn
to b. fllad by the dacodont's r.pre..ntatlv..
C. c=J Ih. above Infor.ltlon Is Incorroct and/or dabt. and doductlon. war. paid by you.
You .ust co.pl.ta PARI ~ and/or PARI [!] b.low.
If you indicata . differant tax rata, plaasa stat. your
ralationship to decadant:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAY
LINE
~I=TIION _ rn,.CUITATTnN
1. Dat. Establishad
2. Account ealanca
3. Parcent Taxabla
4. A~ount Subject to Tax
5, Dabts and Deductions
6. Anount Taxabl.
7. Tax Rat.
8. Tax Due
,",C Tlt,Y nN .InT~T.lTD"C::T l'rrnIlNTC: !l.'\D
1 1
2 2
3 K 3
4 4
5 5
6 6
7 K 7
8 8
DEBTS AND DEDUCTIONS CLAIHED
PART
[!]
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
I
I
I
TOTAL CEntar on Lina 5 of Tax co~putation)
I
$
Under panaltias of parjury, I declare that tha facts I
co~plata to tha bast of my knoNI.dga and beliaf.
,(ltl . ~ {\,..J,Ii::< '-~,"-<'L'''- (/ V d (' " l. ~- I "-
"'TAXPAYER SIGNATURE '
haya reported aboya ar. trua, correct and
HOME (.)U,)) "'" "3. ,:;)::>,.;,) C'
WORK (:\VI) 4QL:,-(J{;~_;~
TELEPHONE NUMBER
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TA)( ASSESSMENT with nppllcabla 1nt.tut tuu.U on Inforllll,tlon
sub_llled by tha financial Institution.
Z. Inh.rllanc. taM blea... d.llnqullnt nln. lIonths aft.r the dllelld."I', date of d.8th.
1. A Joint Becou"l i. t..able .vlln though tha dllelld.nl', nn.. wns Addlld n. A antter of conv.nl."ell.
~. '~countl I Including thO'. hald balw..n husband And wlf.) which th. dllclldent put In joint nn... within on. y.ar prior to
d..th at. fully t..abl. a. tranl'.r.,
~. Account. .,labll,had JointlY belw.." husband and wlf. liar. than on. Yllat prior to denth are not ta.able.
6. Account. held by . dllclldant "In tru.t for" anoth., or oth.r. ar. ta.abl. fullv,
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A ~ If the Infor..tlon and co.putatlon In the notice ore correct ond deductions are not being clal.ed. placa an "M"
In black "A" of part I of the "la.payer Responsa" s.ctlon. Sign two coplas ftnd sub.it the. with your ch.ck far the a.ount of
t.. to the Register of Will. of the county Indicatad. lh. PA D.part..nt of Ra~enu. will issue on official a....s..nt
(Far. REY-154a EX) upon receipt of tha return fro. the Register of Will..
z. aLaCK B - If the ...et specified on thl. notlc. has been or will be r.ported and tOM paid with the Pennsylvania Inherlt.nc.
Tax R.turn filed by the d.c.dent'. repre.entatl~e, placa an "X" in black "a" of Part I of the "TaMp.yer Re,ponse" section. Sign ana
COpy and raturn to tha PA Depart.ent of R.venue, Bureau of Indivldu.1 r..... Dept ZaoMI, llarr1sburg, PA 111Z8-0601 in the
anv.lop. provld.d.
3. BlOCK C - If the notice Infor.atlon I. Incorract and/or deductIons ara baing clal.ed, check black "e" and co.plete Part. Z and 3
of will. of the county Indlcat.d. Th. PA Dap.rt.ent of Revenu. will i.su. an offIcial a.,e....nt (Fora REV-1548 EM) upon racelPt
of the raturn fro. tha Ragl.ter of Wills.
: ,,:,::,,,:!!..: ~:' ~~: !~:~-''::~!~-~ ~::!:::. t!;:':..... ::~!:~ :..~ :'_~~1~ ~!".:... .'!..~. ..'::.:- :'":::". '::- ~':. :'=::'_:-.~ =' ~::~ ~:_:.~~:: ~= ~~: ..,:;!:~:.-
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Entar
NOTE:
the dete the account originally w.. a.tabllshed or titled In the .annar a.lltlng at data of death.
For a dac.dant dying aftar 12/12/82: Accounts which tha d.c.d.nt put In joint n.... within an. (I) year of d..th ara
ta.able fully a. tr.n.f.r.. Howav.r, th.r. Is an a.cluslon not to ..c..d $3,000 per transfer.. reg.rdl..s of the valua of
tha account or tha nu.ber of account. hald.
If . double ..terl.k (..) appa.r. before your flr.t n... In the address portion of thl. notIce. the $3.000 e.clu.lon
.Iraady h.s baan daduct.d froa the account balanca .. r.port.d by the financial In.tltution.
2. Entar tha total balanca of tha account Including Inter..t accru.d to the data of death.
3. Tha parcant of tha account that I. ta.abl. for aach survivor I. d.t.r.ln.d a. fallows:
A, Tha parcant ta..bla far Joint ....t. ..tabllsh.d .or. than an. yaar prior to tha dacadent'. d.ath:
1 DIVIDED BY TOTAL NUMBER OF
JOINI OWNERS
E.aepla: A joint assat raglst.r.d
DIVIDED BY TOIAL NUMBER OF X 100 . PERCENI TAMABLE
SURVIVING JolNI OWNERS
In tha na.a of tha d.ced.nt and two othar parson..
1 DIVIDED BY S (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .161 M 100
16.1Z (IAMABLE FOR EACH SURVIVOR)
B. Tha parc.nt ta..bla far assat. cre.t.d within one yaar of the daced.nt's d.ath or account. ownad by tha dac.d.nt but held
In trust far anothar Indlvldual(s) (trust banaflclar.e.):
1 DIVIDED BY tOTAL NUMBER OF SURVIVING JoINI
OWNERS OR TRUSI BENEFICIARIES
X 100 . PERCENI TAXABLE
Exa.ple: Joint account r.glstarad in the na.. of the dacadant and two othar persons and establlsh.d within one yaar of daath by
tha decedant.
1 DIVIDED BY 2 (SURYIVoRS) . ,50 X 100 . 50Z (IAXABlE FOR EACH SURVIVOR)
4. Tha ..ount subJ.ct to taM Cllna 4) I. dat.r.lnad by .ultlplylng the account balanca (lln. 2) by the parcent taxabla (line 3).
5. Entar the total of the dabts and dOduction. Ilstad In Part 3.
6. Tha a.aunt ta..bl. (1In. 6) I. datar.lned by subtracting th. d.bts and a.auctions tllna ~) fro. the ft.)~nt suoJa:t to tax lllna ~J.
1. Entar tha approprlata tax rate (1lna 1) as datar.lnad b.low.
A. Far dat.. of daath occurring aft.r 6/30/94, the taM rata. far transf.r. to ,pous.s ar. as fallows:
1. Oat.. of daath on or aftar 1/1/94 and bafora 1/1/95 the rat. Is 3Z.
Z. Datas of death on or aft.r 1/1/95 transfers to spou.as will b. tax.d at O~ ta. rata.
Not.: Far datas of death prior to 1/1/94 tr.nsfar. to spou,.s are ta.abl. at 6~.
B. lransfars to Iln.al dasc.ndants Including f.ther, .othar, son, d.ughtar, grandchIldren, son. in-law,
daughtar-In.law, stepchild and thalr Issue are ta.abla at .1. percent (6~).
C. Transfar. to all oth.rs Including brothar, s.ster, unci., lIunt, nepheM and nleca are ta.able at fifteen percant CI5~).
D. If you changa tha taM rata. plaas. sp.clfy your relationship to tha deC.dant In the araa provided.
8, Th. a.ount of taM dua Cllna 81 I. dat.r.lned by eultlplylng the aeount taxable (line 61 by the taM rata (1In. 7),
CLAIMED OEDUCTIONS - PART
3
DEBTS AND OEDUCTIONS CLAIMED
Allowabla dabt. and daductlons are datar.ln.d a. follows:
A. You I.gally ara responslbla far pay.ant. or tha ast.ta subject to nd.inlstration by a p.rsonal reprasantatlve i. Insufflclant
to pay tha d.ductlbla Ite.s.
B. You actually paid tha dabts aftar daath of tha dacedent and can furnish proof of pay..nt.
C. D.bt. baing dal.ad aust ba Ila.lzed fully In Pnrt 3. If ftddltional spaca 11 n..ded, u.e plain paper a Ill" . II". Proof of
pay.ant ..y ba r.qua.t.d by tha PA n.part.ant of R.v.nue.
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)
COHHONWEAlTII or PlNNSYlVANIA
D[PART~[NT or R[VlNU[
BUR[AU or INDIVIDUAl TAns
D[PT. :aD&DI
ttARRISBURC, PA IIlza-DbOI
DELIA NEUMAN
121 E ST SE
WASHINGTON
DC 20003
*1
M III M
11,".hlllllf 0..,,"1
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REVISED NOTICE M. M
FILE NO, 21 96-05g0
ACN 96136748
DATE 11-06-96
TYPE OF ACCOUNT
o SAVINGS
o CIIECKING
o iRUST
!Xi CERTlF .
FORMS TO:
EST. OF RITA E TYE
5.5. NO. 195-16-4952
DATE OF DEATH g6-13-96
COUNTY CUM8ERLAND
REMIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE. PA 17013
HOUSE
DAUPHIN DEP BANK & TRU hal provld.d tho D.part..nt with the InforuHon listed below which hftl bun uud In calculBtlng the
potential taM du.. Th.lr recordl Indicate that at the d.ath of the above decedent, you were a joint owner/ben.flclary of thl. account.
If you f.el thl. infor.atlon il Incorr.ct, pl.ase obtain written correction fro. th. financial institution, attach a copy to thl. for.
and return It to the above addr.... This account i. taMahle In accordanco with th. Inhorltance TaM lawl of tho Co..onw..lth of Penn.ylvanla.
;'u."l;,u"" ..., 01'" "'."..,.U u:t ..dl;':"", .ili. ;0;-03..;.
COMPLETE PART 1 BELOW
Account No. 80g0150158
. . . SEE
REVERSE SIDE FOR
12-29-88
FILING AND PAYMENT INSTRUCTIONS
Data
Established
To Inluro proper cr.dlt to your account. two
(1) coplel of thl. notlc. oust acco.pany your
pay.ent to the Raglst.r of Will.. Make check
payable to: "Reg liter of willi. Ag.nt".
Account Balance 10,019.52
Percent Taxable K 16.667
Anount Subject to T.. 1.669.95
Tax Rate K .06
Potential Tax Due Ig0.20
NOT[: If taM pay.entl ar. .ad. within thre.
(3) .onthl of th. d.cedent's date of death,
you oay d.duct a S~ discount of the taM due.
Any Inheritance taM due will beco.. delinquent
nine (91 .onths aU.r the date of death.
PART
[II
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
A. ~ The abovo Inforoatlon and taM due Is correct.
1. You .ay chaos. to r..lt pay.ent to the R.gllter of Willi with two cop Ie. of thll notice to obtain
a dllcount or avoid Intoro.t. or you .ay chock bOM "A" and roturn thl. notlco to tho Roglltor of
Willi and an offIcial allolloont will bo Ilsued by the PA Oopart.ent of Revenuo.
8. ~~he above all.t has boon or wIll be report.d Bnd taM pold with the PennlylvanlB InherItance TaM return
to bo fIled by the dec.dent's representative.
C. ~ The above Infor.ation II Incorrect nnd/or dobtl and deductionl were paid by you.
You .ust cooplete PART ~ and/or PART ~ below.
[CHECK ]
ONE
BLOCK
ONLY
If you indicate a different tax rate, plea.e state your
relationship to dacedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
T6Y II~TIIIIN - r.nMIIIITATTIlN
LINE I. O.t. Establlshod
2, Account Balance
3. Percent Taxable
4. Anount Subject to Tax
S. Debts and Daductions
6. Anount Taxable
7. Tax Rate
8. Tax Due
PART
[!J
DATE
PAlO
PAYEE
nl'
I
2
3
4
5
6
7
8
ny nN .IIlTNT/TRlIcT or.COIINT"
PAn
K
1
2
3
4
5
6
1
8
CLAIMED
K
DEBTS AND DEDUCTIONS
DESCRIPTION
AMOUNT PAID
TOTAL IEnter on Line 5 of Ta. ConputationJ
I
$
have raported above are true,
(,)U,-~) r...~)'- ~~
C?O\ ) l
correct and
Under panalties of perjury, I declare that the facts I
conpl.te to the bait of ny knowledge end belief,
{)t. c..uL. <. "Jt .'--_ ~_,,-,' \, .k
{
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OFFICIAL YAK ASSESSHENT with nppllcllble Intorut billed on Infar..tlon
sub.lttod by tho fInftnclftl Institution.
Z. Inherlt_nu till( baec... dallnquent nln. "onth. aflu tho dacedantO, dill. of duth.
J. A Joint account I. t.~.bl. avan though tho daClldantO, nil.. W.' lidded III II 1I"ltor 0' convenlonclI.
It. Accounls I Including tho.. hald batw..n hUlbllnd n"d wl'o) which thll daelldont put In Joint n"... within on. 'jur prior to
d.ath ar. fully I../lbl_ ft. tran,f.r..
~. AcrOUllts ..tabllshed jointly botw..n hUlblNld and wlfo liar. than on. YlIlIr prior to dlllllh /II'. nol tall.bl..
&. AC~Dunt. hold by II docodont "In trult for" anoth.r or other. ar. '..lIbl. fully,
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BLOCK". I' tho Infor..tlon /lnd co.put.tlon In the notlc. are correct and d.ductlons are not baing clal..d, pl.c. .n ~X"
In block "A" of P.rt I of the "Ta.pay.r Respons." s.ctlon. Sign two caples Bnd subelt th.. with VOur ch.ck for tha a.ount of
I.. to the R.gi.t.r of Wills of tha county Indlcatad. Tha PA D.part.ant of R.~anu. will I.su. an offlcl.1 ........nt
IFor. REV.15~6 EX) upon rac.lpt of the return froa tha Regl.ter of Will..
2. BLOCK B - If th. ....t .paclfled on thl. notlc. ha. b.en or will b. r.ported and ta. paid with the Pann.vlvanl. Inherltanc.
T.. R.turn fll.d by the decedent'. rapre.entatlva, pl.ce an "X" In block "8" of Part I of th. "Ta.payer Raspon.a" 'action. Sign on.
COpy and raturn to tha PA Cepart..nt of Ravenua. 8ureau of Individual Ta.... Dapt Z1I0601. Itarrhburg, PA 17IZlI-0601 In tha
anv.lopa provided.
3. lILOCK C . If tha notlca Inforaatlon I. Incorr.ct andlor deduction. are baing clal..d, chack block "C" and coaplete Partl 2 and 3
:.::.;r::l.-.,; t.. t~.... :::.;~:";.;: ~:w:,; ::'::.
:::.", ~:;e .::~~~= :"'-.: ;..t=~~ ~~.:= .;~~~ ~':.':':" :~::!; ~=r t~e ;;=:;.:~t :~ t:... ~:"":~!: t: ~~: ~::.!:~:.
of Will. of the c~unty Indlc.t.d. Th. PA Depart.ent of R.~.nu. will I..ue an official ........nt IFora REV-15411 EX) upon racalpt
of the r.turn fro. the R.gl.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Ent.r
NOTE:
th. d.t. tha .ccount orlgln.IIY w.. ..t.bll.h.d or titled In the a.nner a.l.tlng .t date of d.ath.
For a d.cadant dying aft.r 12/12/11Z: Account. which tha decadant put In joint na.e. wlthJn ana (1) yaar of da.th ara
tnab" fully a. tran.fars. tlowevar. thare Is an ucluslon not to a.cud 13,000 per tran.far.a ragardl... of tha v.lu. of
the .ccount or the nueb.r of account. hald.
If . doubl. ..t.rl.k I..) app.ar. befora your first na.a In tha addre.. portion of thl. notlc., tho 13,000 a.clu.lon
alr.ady hat b.an d.duct.d fro. the account balanc. a. reported by the flnancJal In.tltutlon.
Z. Ent.r the total b.lanca of the account Including Int.re.t accruad to tha d.ta of d.ath.
3. Th. parcant of tha .ccount that I, ta.able for each .urvlvor I. d.taralnad a. follow.:
A. Th. parc.nt ta.abl. for JoInt a...t. e.tabllshad .or. than on. y.ar prior to the dac.d.nt'. da.th:
DIVIDED BY TOTAL JMtaER OF
JOINT OWNERS
E.sapl.: A Joint ....t r.gl.t.r.d
DIVIDED BY TOTAL NUMBER OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In tha na.a of the deced.nt and two oth.r per.on..
I DIVIDED BY 1 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .167 X 100
16.7X (TAXABLE FOR EACH SURVIVOR)
I. Tha perc.nt t..abl. for a...t. cre.t.d within on. ya.r of tha d.cad.nt'. d..th or account. owned by tha d.c.d.nt but h.ld
In tru.t for anothar Indlvldual(.) (tru.t ban.flclarl..):
I DIVIDED BY fDTAL NUHBER OF SURVIVING JOINT
OWNERS DR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
E.aapl.: Joint account r.gl.t.red In the naa. of the d.c.d.nt and two oth.r parson. and a.tabll.h.d within on. y..r of da.th by
the d.c.d.nt.
I DIVIDED BY 2 lSURVIVORS) . .50 X 100 SOZ (TAXABLE FOR EACH SURVIVOR)
4. Th. ..ount 'ubJact to t.. (1In. 4) I. d.t.ralnad by ,ultlplylng th. account balanc. (11na 2) by the parc.nt t.~.bla (1In. 31.
5. Entar the total of the d.bt. and deductions II.tad In Pa~t 3.
6. Th. a.ount ta.abl. IIJn. 6) I. dat.raln.d by ,ubtr.ctlng the d.bt. ftnd daductlon. llln. 51 fro. tha a.ount sUbJ.ct to ta. (llna 4).
7. Ent.r tha approprlat. t.~ rata (1In. 7) a. d.tar.lned b.low.
A. For dat.. of daath occurring .fter 6/30/94, the ta. rat.. for tran.fers to spou..s ar. a. follow.:
I. O.t.. of d..th on or aft.r 7/1/94 and b.fore 1/1/95 the rata I. lZ.
Z. Oat.. of death on or aft.r 1/1/95 tran.f.r. to .pou.a. will ba ta..d .t OZ ta~ rate.
Nota: For d.t.. 0' d.ath prior to 7/1/9~ tran.far. to .pous.. ar. ta.abl. at 6Z.
B. Tran.f.rs to Iln.al de.candant. InclUding fathar. .other, .on, daughtar, grandchlldr.n, .on-In-Iaw,
daughtar.ln-Iaw, .tapchlld and their I..ua are ta.able at sl. p.rcent (6Z).
C. Tran.f.r. to all othar. Including brothar, .Ist.r. unci.. aunt, n.ph.w and nlec. ar. ta.abla at flftaan parcant (15Z).
D. If YOU chang. tha ta. rat., plaa.a .paclfy your relatlon.hlp to the d.cad.nt In the ar.. provided.
8. Tha aaount of t.. due (1lna III I. d.t.ralnad by .ultlplvlng Iha aaount ta.able (lln. 6) by tha ta~ rat. Illn. 11.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabt. and d.ductlon. ara dat.ralnad a. follow.:
A. You I.gally .r. ra.pon.lbl. for pay.ant, or the a.tat. .ubJact to ad.lnl.tratlon by . p.r.onal r.pr...nt.tlva I. In.ufflcl.nt
to pay tha d.ductlbl. It....
I. You actually paid the debt. aftar d.ath of the dlcadant and can furnish proof of pava.nt.
C. Dabt. being clal..d ~.t b. It..lzad fully In Part 3. If additional sp.ca I. nead.d, use plain pap.r II Ill" . II~. Proof of
paya.nt a.y ba r.qu..t.d by the PA D.part..nt of Ravenu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE. CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
(o"l'loNWt:AlIll Of' J1INNSVlVANIA
DlPAAll'l(NT or NlVI NUl
eUA(AU or INDIVIDUAl UlIlS
DrPT. :80bOl
IIARA1SBURC, PA 1I11ft-ObOI
*1
. I .
"1"hlI. ,., I' H'~
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
[Xl CERTI" .
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REVISED NOTICE ...
FILE NO. 21 96-g500
ACN 9613675g
DATE 11-06-96
EST. OF RITA E TYE
5.5. NO. 195-16-4952
DATE OF DEATH 06-13-96
COUNTY CUMBERLAND
DELIA NEUMAN
121 E ST SE
WASHINGTON
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
DC 20003
DAUPHIN DEP BANK & TRU hili provided the Oepart!i.ent with the InforRlltlon I hted below which has been used In celcullltlng the
potential taM due. Their records Indicate thAt at the death of the above docedent, you were a joint owner/beneflclary of this account.
If you feel this infor.atlon Js Incorrect, please outain wrltt.n correction fro. tho financial Institution, attach a copy to this for.
and return It to the above address. This account Is taxabl. In accordanc. with the Inheritance TaA laws of the Co..onwealth of Pennsylvania.
loI"lIsuon' allY ue answ.. 80 oy t,;au Il'Y III" Ill' -D~I."
COMPLETE PART 1 BELOW
Account No. 80g0150166
. SEE REVERSE SIDE FOR
Doh 12-29-88
EstabUshed
FILING AND PAYMENT INSTRUCTIONS
. .
To Insure prop.r cradlt to your account, two
III caples of this notlca .ust acco.pany your
pay.ent to tho Raglstor of wills. Hak. check
payable to: "Reglst.r of Wills, Agent".
PART
[!]
10.019.52
16.667
1,669.95
.06
100.20
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
Account Balance
Pe~cent Taxable
Anount Subject to
Tax Rat.
Pot.ntial Tax Du.
x
HOT[: If tax pay..nts are .ade within thr.e
I]) .onths of tho dec.dent's date of death.
you .ay deduct a ~~ discount of the tax du..
Any Inherltanc. tax duo will b.co.. d.linqu.nt
nln. (9) .onths aft.r the date of death.
Tox
x
[CHECK ]
ONE
BLOCK
ONLY
A. ~ Th. above Infor.lt)on and taM due Is corr.ct.
I. You .ay chao I. to r..lt pay.ent to the Roglstor of wills with two caples of this notice to obtain
. discount or avoid interest, or you _ay chock bOM "A" and r.turn this notice to tho Register of
Wills and an offlc)al ass.ss.ent will be issued by th. PA Depart..nt of Revenue.
a. ~h. above assat has beln or will bl reported and taM paid with the P.nnsylvania Inhorltanc. Tax roturn
to b. flied by tho decldent's reprlsentatlv..
C. c=J Th. above Infor.atlon Is incorrect and/or debt. Gnd deductions were paid by you.
You .Ult co.plet. PART ~ and/or PART ~ below.
If you indicat. a diffe~ent tax ~at., ple.s. state you~
relationship to dec.d.nt:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX RF.T1.IDN . r.nHDlITATT.ON
LINE 1. Doto Estob11shod
2. Account Balance
3. P.~cent Taxable
4. Anount Subject to Ta~
S. Debts and Deductions
&. AMount Taxable
7. Tax Rate
8. Tax Due
TAX nN JOT.NTnRlIc;T Ar.r.OIlNTC;
?^J1
n"
1
2
3 X
4
5
6
7 X
8
1
2
3
4
5
6
7
8
CLAIMED
PART
~
DATE PAID
DEBTS AND DEDUCTIONS
AMOUNT PAID
DESCRIPTION
PAYEE
I
I
I
I
$
I
I
I
I
TOTAL (Enter on Lin. 5 of Tax Co~putationJ
Und.r penaltia. of pe~ju~y, I d.cla~e that the facts I have ~eport.d above ar. true, correct and
to the belt of ny knowledge and belief. ( dVf~') :3 -,9 .3,~..,..
.L..L._r"-'..... / " (~ ) L.h;<... - .~O<'l
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSMENT with IlPpllcable Inllnut hllnd on Inforutlon
sub_Hlld by thl 'Inllnclal lnstllutlon.
Z. Inh.rltane. 'II. blea." delinquent nln. lanths IIft.r thl dlcedent', dill_ of duth.
J. A Joint account II I._abl_ IVln though thl dlcld."t', nil.' ..a. lIdded III II l/ltt,r of convenl.nel.
It. Account. I Including tho.. hlld betw..n husband nnd wlh) which thl dllcetlllnt !lut In joint ""... within on8 ylllr pr lor to
d..th .r. fully la..bl, III Iran.,.r..
~. Accounts .,Iabll,hld jointlY blllw..n husband /lnd wlf. lor. than one yunr prior to dllAth Ar. not Ill_able.
6. Account. h.ld by II dllelld.nt "In tru.t for" another or oth.r. .r. ta_IIbl. fully.
REPORTING INSTRUCTIONS
PART
1
TAXPAVER RESPONSE
I. BLOCK A _ If the I"'orllatlon IInd co.putatlon in the notice ftre correct And deduct ton, are not b.ing clal..d, plac. an "M"
In block "A" of Part I of the "Takpay.r R.sponse" s.ctlon. Sign two cop Ie. and sub.lt the. with your check for tha aaount of
tak to the Ragi.tar of will. of the county Indicated. Ih. PA nepart.ent of R.vanue will Issu, on official a..a"aant
(For. REY-IS46 EM) upon racalpt of the r.turn fro. the Register of Will.,
Z. 6LOCM B _ If the a..at sp.clfled on thl. notice has b.en or will be r.ported and ta~ paid with lha Pennsylvania lnherltanc.
Tall Rlturn fll.d by the d.c.dant'. rapresentatlv., placa "n ")(" in bloCk "B" of Part I of Ih. "Takpayer Response" section. Sign on.
COpy and return to the PA Ceparlaenl of Revanue, Buruu of Individual laul, Copt zaOhOI, llarrhbUrg, PA 171ZII'OhOl In Ihe
envalopa provldld.
3. BLOCK C . If Ihl notlcl Infor.allon II Incorrect andlor doductlon. 8ra baing clalaed, chack block "C" and coaplata Part. Z and 3
....:....., .::... too t:-,. !;.;~;.._~l,;"... :t~.....
:~..;. '..: .:.~;~...; :.,_.;; ..~.t~~ t~....... _:~:; .':'_,' .:1'.;:0:; ~~.. t!",. :,.:;:.....t .:.~
.' - .... .. .... ..--....-
._, ,..~....- ." .". ..-. ......
of Will. of tha county indica tad. Ih. PA Dapart..nl of Ravanul will I..ua an officiai a,I.II.ent (For. REV-IS411 EXI upon rac.ipt
of tha raturn fro' Ih. R.gi.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I, Enter the data Iha account originallY was ..tablllhed or titled In tho .anner eklstlng at data of death.
NOTEt For a d.c.d.nt dying after IZ/IZ/AZ: Account. which the dac.dant put in lolnt naa.. within one el) year of death are
taubl. fully al tranlfer.. t1ow.var, thare h an ekc:lu.lon not to ellceed 13,000 per transferee regardla.. of the valu. of
tha account or the nu.bar of account. h.ld.
If a doubl. astarlsk c..) appaar. b.for. your first nag. in the addr..' portion of this notice, the t3,OOO 'llclusion
already ha. b..n d.ducted fro' the account balanc. 8S raportad by the financial In.tltutlon.
Z, Entar tha total balanc. of tha account Including interest accru.d to the data of d.ath.
3. Th. p.rc.nt of the account that 1. tallebl. far each survlwor Is dateralned a. folloMs:
A. Th. par cent tallabla for joint a.l.t. .stabllshed .or. than one y..r prior to the dac.dent.. d.ath:
DIVIDED BV TOTAL HUMBER or
JOINT OWNERS
Ella~l'l A Joint a.set r.glst.r.d
DIVIDED BV TOTAL HUHBER or x 100 . PERCENT TAMABLE
SURVIVING JOINT OWNERS
In the na.. of tha d.c.d.nt and two oth.r p.rsons.
I DIVIDED BV 3 (JOINT OWNERS) DIVIDED BV Z eSURVIVORS) . .161 X 100 . 16.7~ (TAMABLE FOR EACH SURVIVOR)
a. Th. p.rc.nt t.xabl. far assat. cr.at.d within ana y.ar of the dac.d.nt.. d.ath or accounts ovoed by tha d.c.d.nt but h.ld
in tru.t far anoth.r Indivlduale.) etrult b.n.flclarl.sll
1 DIVIDED BV TOTAL HUHBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
M 100 . PERCENT TAXABLE
Ellaapl.t Joint account r.gl.terad In tha naa. of the dacedent and tMO othtr perso~' and establl.hed within on. y.ar of d.ath by
tha d.ced.nt.
I DIVIDED BV 2 (SURYIVORS) . .50 M 100 . 50~ (TAXABLE fDR EACH SURVIVOR)
~, Th. a.ount subJact to tax (line ~1 I. dater.ln.d by .ultlplylng the account balance Illne Z) by the percent takabl' (1In. 3).
5. Ent.r the total of the dtbt. and d.ductlon. listed In Part 3.
6. Th. a.ount tauble (line 6) 1. d.tar.lned by subtracting tn. dtcts and aeauctlon. 'llne :., fro' tn. a,ount suaJ'Ct to 'loA l.W. "J.
1. Entlr the approprlat. tall rate ellna 1) a. d.t.r.ln.d b.low.
A. For dat.s of daath occurring aft.r 6/30/Q4, the tak rat.s for transfars to spouse. are as follows:
I. Oat.. of death on or aft.r 111/Q4 and b.for. I/I/QS the rat. i. 3~.
Z. Data. of d.ath on or aft.r 1/1/9S tr&nsf.r. to sPoUles will b. tall.d at O~ tall rat..
Notat for dat.1 of d.ath prior to 7/1/9~ tran.f.r. to IpOUS.' are takable at 6~.
B. Transfar. to lineal d..c.ndant. Including fathar, .othar, lon, daughter, grandchildren, son' In-laM,
daught.r-ln'laM, stepchild and th.lr i,lu. ar. takable at Ilk perc.nt (6~1.
C. Tranlflr. to all othar. including brother, .Ist.r, unci.. aunt, neph.w and nlec. are takable at flft..n p.rcent (15~).
D. If you chang. the tall rat., pl.... IP.clfy your r.latlonshlp to the decadant In the araa provld.d.
II. Th. aaount of till dUI tllna .) is d.ter.lnad by aultiplying the "aount takable tilna 6) by tha tak rata tllna 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS ANO DEDUCTIONS CLAIMED
AlloMable dabts and d.ductlon. ara d.tarelned as followSl
A. Vou I.gally or. rasponsible for pay..nt, or the e.tat. subJect to adalnlstration by a parsonal rapr.s.ntativ. I. In.ufficlant
to pay the daductlbl. It....
B. Vou actuaily paid the d.bt. aft.r daath of the d.cedant and can furnish proof of pay_ent.
C. D.bt. b.ing clal..d ault b. it..lz.d fully in Part 1. If additional space ts noeded, usa plain paper a I/Z" k 11-. Proof of
payaent aay ba r.qu.sted by th. PA Depart..nt of R.venua.
TAXPAVER 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. TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
CO""'O,~Wr.Allll or t'l HH5YI VAN!'
OlPARTHlHI 01 RI YI NUl.
f!URUU or IHDIYIDUAl "11.5
DIPI. ..eoltol
tlARRlSflURG. PA 1/1..a'Obol
*~
11'.lh'''.'' .,~" II(
rNFORMATION NOTICE
AND
TAXPAYER RESPONSE
REVISED NOTICE ...
FILE NO. 21 96-05gg
ACN 96136752
DATE 11-06-96
EST. OF RITA E TYE
5.5. NO. 195-16-4952
DATE OF DEATH 06-13-96
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[J SAVINGS
!Xl CIIECKING
[J TRUST
[J CERTlF .
DEllA NEUMAN
121 E ST SE
WASHINGTON
DC 20003
REMIT PAYMENT ANa FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17g13
DAUPHIN DEP BANK I TRU hal pravhl.d the O.pl'lrh.nt with the Infor.lltlon listed b.law which 1'111I b..n uud in calculating the
pot.ntlal talC du.. Th.lr record, Indlcat. that lit the d.ath of the nboye d.cud.nt, you were Il joint awnllr/b.n.f!ch,ry of this account.
If you f.. 1 this Infor.atlon Is Incorrect, pl.lls. obtain wrltt.n correction fro. the financial Instltutlan, attllch II copy to this :or.
and return it to the above addr.... This account Is tllubl. In IIccordllnce with the Inh.rltance Talll lllWI of the Co..onwealth of Pe.,nlylloll'lnla.
"Utl.~IUII. .11)' Utl ltn,werllU U'I cIIIII"'1 1'1" 'n"u~("
COMPLETE PART 1 BELOW
Account No. 0086750585
II II
II SEE REVERSE SIDE FOR
o.to 12-21-88
Established
FILING AND PAYMENT INSTRUCTIONS
Account B.lanc.
P.rc.nt T.xabl.
A~ount Subj.ct to
T8X R.t.
Pot.ntl.l T8X Due
31. 284.05
16.667
5.214.11
.06
312.85
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
To Insur. praper credit to 'lour ~ccount, two
Il) coP i., of this notice aust occoapany your
paya.nt to tho Raglstar of wills. Hak. check
payable to: "R.glst.r of Wills, Ag.nt".
x
NOTE: If talC pay.ants are aada wIthin thr..
(1) aonths of the dacad.nt's data of d.ath.
you aay deduct a S~ discount of the talC du..
Any Inh.rltance talC due wIll beca.. d.llnquent
nln. (9) .anth. aft.r the date of d.ath.
T..
x
PART
IT]
[CHECK ]
ONE
BLOCK
ONLY
A. c=J Th. IIbOlol. Infor.atIon and talC due Is correct.
I. You .ay chaos. ta re.lt pay..nt to the Reglst.r of Wills with two copies of thll notlc. to obtain
a discount or avoid Interast, or you .ay chack bOM "A" and return this not Ie. to the Reglstar of
WIlls and an official ass.ssa.nt will be iSlu.d by the PA D.part..nt of ReJenu..
B. ~'Th. above als.t has be.n or will b. r.port.d and talC paid with the P.nnsylvanIa Inherltanc. TaM r.turn
to b. filed by the dac.dant's r.pr.sentatlve.
C. c=J Th. above Inforaatlon is incorrect and/or debts and deductions ware paid by you.
You ault caapl.t. PART [!] and/or PART ~ below.
If you Indic.te . dlff.rent t.x r.t., plee.e st.te your
r.latlonship to d.c.d.nt:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
T~lC
LINE
RFTIIIIN - rnMDIIT4TTnN
1. Dete Established
2, Account a.lance
3. Percent T.xabl.
4. Anount Subject to rex
5, D.bt. and D.duction.
6. Anount T.xabl.
7, T.x R.t.
8. T.x Due
nC' TA'! nN lnT~T'TDII~T 4r.rnll..-TC:=: ?!'.!'
1 1
2 2
3 X 3
4 4
5 5
6 6
7 X 7
8 8
DEBTS AND DEDUCTIONS CLAIMED
-" .--'-...---.---
PART
[!]
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
I
I
I
TOTAL IEnter on line 5 of Tax Comput.tlon)
I
$
Und.r pen.lti.. of perjury, I d.cl.re thet the facts 1
cOftpl.t. to the best of my knowledge .nd belief,
fh. ~l~<L ~U<LU-.,~ c'- h4-C.LL-~ \-J..
TAXPAYER SIGNATU~e '
hey. r.ported above .r.
HOME < ,Ju, )
WORK <rk;I) '-\-U(~)
TelEPHONE NUMBER
GENERAL INFORMATION
1. fAILURE TO RESPOND Will RESULT IN AN OFFICIAL YAK ASSESSMENT ,,1111 1'II'llIlc,,111. Inlernt IlIuu.1 on Inlun./lI)on
sub.Uhd by the 'I",,"chll Inltltullan.
:. Inh.rlhn<:8 ,.. bee a... delinquent nln. ..until. ",fhr tile Iluu".,,'" tllIl. 0' 11.,,111.
J. A Joint nccount I, la_abl. .v.n thouuh the 1I8c8I1en", nil.. win IIdlllul '" .1 lII/1lt.r lit u)l\"'8"1.,,c..
ft. Accounts I Including tho,. held b.tw..n hUlhl'l"tJ "nil wlhl which Ihe IlllUllhlOt pili In Jolnl nit... within on. ".", I" lor tn
d..th I'Ir. fully 1"_l'Ibl. "' tranl'.",
S. Accounts ..tftblhhed Jolntlv b81....n hUlb,."d ""11 wlf. 80r. Ihft" one veAr I'rlor 10 ele/llh Mil nol tllJllhh.
6. Accounts "eld by /I tlllced.nt "In truI' for" 1'1"01".' or oth.r. IIr. tllonlll-. full'll.
REPORTING INSTRUCTIONS
PART
I
TAXPAYER RESPONSE
1. BlOCI( A . If the Infar.atlon IInd co.put.l1on In the nallce nr. corr.ct nnd dllductlons M. not boiling dnl..d. fllnca nn ")Coo
In block "A" of Part I of the "'".p"y.r Aaspon,." sactlon. Sign Iwo cup I.. nnd 'ub.1t th.. with your ch.ck for th. ".ount 01
I.. to Ih. R.gl.t.r 01 Will. of Ihe county Indlcnl.d. 'he PA Dapnrt.ant of R.v.nu. will ,,'u. nn of lie In I a....'..nl
(For. R[V.IS48 EX) upon r.c.lpt 01 the r.turn fra. Iha Aagl,tar of Will..
l. BLOCK B - If th. a...t ,p.clfled on thl. nolle. h". b.en or will b. reported nnd In. pnld with the Penn,ylvnnl" rnh.rltane.
toll. R.turn fl1.d by the d.c.d.nt'. r.pr...ntaUv.. plnc. fIn "X" In block "BOO of ""rt I of Ih. "r..pay.r R.spon.." ,.etlon. Sign on.
copy .nd r.turn 10 the PA Depnrt..nt of R.venu.. Bur.au of IndividUAl tn.... Dept ;!a0601, tlArrilburg. PA 1I11a-0601 In th.
.nv.lope provided.
3. BLOCK C . If th. not Ie. lnfor.atlon I. Incorr.et llnd/or deductlonl "r. being elal..d, check block "COO lInd co.pl.l. PlIrtl l nnd 3
,,,.!';,..,,ill\i ... \II. i,..i..W!,;li....u. ....i..... ~i." i.... ......;... n.... ......_;. .;,.. ..:t:. ......- .:..-....:.:. ~;.r ~:-. ::o..;;;.~.-.: :~.. ,::~':.~l:.~: ~~.: ~:::;~:"~_
of Will. of the county Indlcat.d. The PA DePllrl.ent of R.venu. will I..u. IIn official ........nt (For. REV-IS4a [X) upon r.c.lpt
of the r.turn fro. the Regl.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Ent.r
NOTE I
the d.t. the account originally wal ..tabll,hed or tltl.d In th. .anner e.lltlng at date of d.ath.
For a deced.nt dvlng after llllZ/BZ: Accountl which the d.c.dent put In Joint nn.., wllhln on. (1) v.ar of d.ath ara
taubl. fullv III tran.farl. Ilowavar, thera is an .1Icluslon not to allcnd B.DDD p.r trans fare. ragardlUI of the valua of
the account or the nuabar of account. hald.
If a doubl. a.t.ri.k c..) app..rl b.fora your flr.t na.a In th. addr.ss portion of this notic., the '3.000 a.clu.lon
alraadY has bean d.duct.d froa tha account balanca al report.d by the financial Institution.
Z. Entar th. total balance of the account Including Inlar..t accru.d 10 tha date of d..lh.
3. Tholl p.rc.nt of the account that I. ta.abl. for .ach lurvlvor I. d.teraln.d al follow.:
A. Th. parc.nt tallabl. for Joint a..at. .Itabll.h.d aora than on. v.ar prior to th. d.c.dent'. daalh:
DIVIDED BY TOTAL HUMBER OF
JOINT OWNERS
EMaepl.1 A Joint as.at r.gl.t.red
DIVIDED BY TOTAL HUMBER OF X 100 . PERCENT TAXABLE
SURVIVINC JOINT OWNERS
In the naae of tha dec.dant and two olh.r p.r.on..
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY l (SURVIVORS) . .167 X 100 . 16.7~ (TAXABLE FOR EACH SURVIVOR)
B. Tholl p.rc.nt ta.abl. for a..et. created within on. v..r of the d.c.dant's daath or account. ownad by th. dec.d.nt but h.ld
In tru.t for anoth.r Indlvldual(.) Ctru.t ben.flclarl..):
I DIVIDED BY TOTAL HUMBER OF SURVIVINC JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
E.aapl.: Joint account r.gl.t.rad In the naaa of tha daced.nt and two other p.rson. and .stabllshad within on. ~.ar of da.th by
the dacad.nt.
1 DIVIDED BY Z (SURVIVORS) . .SD X 100 . SD~ (TAXABLE FOR EACH SURVIVOR)
~. Th. aaount SUbject to taM (1In. 4) I. d.t.raln.d bv aultlplylng tha account balanc. (1In. ZI by tha parcant ta.abl. (11n. 3).
~ ~"t.r tha tntnl of the debt. and d.ductlons Ilsl.d In Part 3.
6. Tholl .aount ta.abl. (lln. 6) I. datar.lned hy subtracting th. d.bt. and daauctlon. 111ne ~J 'roa the aaount ,uoJ.ct to ta. tlln. ~J.
7. Ent.r the approprlal. taM rata (11n. 7) a. deterained b.low,
A. Far det.. of death occurring aftar 6/30/9~, the toll. rata. for tran.far. to spou... .ra a. follows:
1. Oat.. of d..th on or aft.r 7/1/9~ and bafore 1/1/9S tha rata is 3~.
Z. Data. of d.ath on or aft.r 1/1/95 tran.fers to spou... will b. tall.d at 0% lall rat..
Nota: For d.ta. of death prior to 7/1/94 tran.fer. to spou... ara tallable at 6%.
B. Tran.f.r. to lineal de.c.ndant. Including fath.r, .othar. .on, daughtar. grandchlldran, son. In-law.
daught.r-In.law. .t.pchlld and th.lr I.sua "ra ta.able at .111 P.rcant (6%1.
C. Tran.f.r. to all other. InclUding brother, .I.tar. uncia, aunt. n.phaw and nlec. are ta.abla at flft.an perc.nt (IS%).
D. If ~ou chang. the taM rat., pl.a.a specify your r.lationshlp to the dac.dent In tha nrea provided.
8. Th. aaount of ta. due (11n. 8) I. detar.lnad b~ .ultlplylng the a.ount ta.nbla Illn. 61 by the loll. rat. Clln. 11.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and d.ductlon. ara detaralnad 0111 follows:
A. You lagally ar. r.spon.lbl. for pay..nt. or th. a.tata subJ.ct to adalnlstratlon bv a p.rsonal rapr.s.ntatlv. II Insufflcl.nt
to pay the daductlbl. It....
B. You actually paid tho debt. .ft.r daath of the decedant And Clln furnish proo' of pnv.ant.
C. Dabtl baing clal.ed .ust b. Itaalz.d fully In Part 3. If "ddltlonal spac. I. n..d.d. us. plain paper a 1/2" . II". Proof of
payaent .av b. requeltad b~ tha PA D.part..nt of Revenue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
*
BUREAU OF INOIVIDUAL TAKES
IMW.AI1AHC[ fAX DIVISION
ocPt. ZID60 I
tlAUlSlUAG, Pi 111l.'Gf~OI
NOTICE Dr INNERITANCE TAK
APPRAISEMENT, ALLDKANCE DR DISALLDKANCE
Dr DEDUCTION., AND ASSESSMENT or TAK ON
JOINTLY IIELD OR TRUST ASSETS
'u.n.'.. '"III.'''
DELIA NEUMAN
121 E ST S.E.
WASHINGTON ! DC 20003
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
SSN/DC
ACN
08-11-97
TYE
06-13-96
21 96-0500
CUM8ERLAND
195-16-4952
96136744
E
RITA
Allount R.IIHt.d
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:i54-8-Eif-AFP--io3~97j------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-11-97
ESTATE OF TYE
E DATE OF DEATH 06-13-96
CUMBERLAND
RITA
COUNTY
FILE NO. 21 96-0500
TAX RETURN WAS,
S,S/D.C. NO. 195-16-4952
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
96136744
ACN
FINANCIAL INSTITUTION, DAUPHIN DEP BANK & TRUST CO
ACCOUNT NO.
8000141728
TYPE OF ACCOUNT,
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
12-31-88
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
10,025.60
0.166
l,6'U.~'
.00
1.670.97
.06
100.26
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
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER TillS DATE. SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. .
I IF TOTAL DUE IS LESS THAN '1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF TillS FORN FOR INSTRUCTIONS. J
.00
100.26
3.94
104.20
INTEREST IS CHARGED THROUGH 08-19-97
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
THE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
BUREAU OF INDIVIDUAL TAMES
1t'..1 lANCE lAX DIVISION
DlPf. lID60.
ItAANISlUQC, PA 11111.0601
NOTlCC or INI1CRITANCC TAM
APPRAISCHCNT, ALLOMANCC OR DISALLOMANCC
or OCDUCTION., ANO ASSCSSHCNT or TAM ON
JOINTLY I1CLD OR TRUST ASSCTS
111.IU'''''' III.'"
DELIA
121 E ST SE
WASHINGTON
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
08-11-97
TYE
06-13-96
21 96-0500
CUMBERLAND
195-16-4952
96136746
E
RITA
NEUMAN
Allount R...ltt.d
! DC 20003
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 ~
RE-Y:is4-a-Eif-AFFi-ioi-:97i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-11-97
ESTATE OF TYE
E DATE OF DEATH 06-13-96
CUMBERLAND
RITA
COUNTY
FILE NO. 21 96-0500
TAX RETURN WAS:
S.S/D.C. NO. 195-16-4952
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96136746
FINANCIAL INSTITUTION: DAUPHIN DEP BANK & TRUST CO
ACCOUNT NO.
8000141736
TYPE OF ACCOUNT.
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
12-31-88
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
10.025.60
g.166
1.b/ll.~i
.gO
1.670.97
.g6
Ig0.26
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION O~ 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
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
RECEIPT
NUMBER
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Ir PAID AFTER THIS DATE. SEE REVERSE rOR CALCULATION OF ADDITIONAL IHTEREST. .
IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIREO.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ( CR I, YOU HAY BE DUE A REfUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.Og
100.26
3.94
104.20
INTEREST IS CHARGED THROUGH 08-19-97
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
THE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OffICIAL TA)c ASSESSHENT wllh ItJlpllubh Inhr.,1 II/Iud on In'o"lIIlllon
lub_lthd by Ii'. iln_nelal Institution.
l. Inhulla"ee t;. ImeD..' tJ.llnqu.nl nln. lIIIonl", "flu the deeetl.n,t, dltt. of 1I."th.
1. A Joint "CCC.UI t I. huble ev.n thouoh Ih. d.eellenl', "It.8 win /I'ld.d '" /I III/Ithr "' conyenl."e..
". Accounts \Inclldlllll tho.. held bel....." h".bllnd and ..,11_1 which tn. doud."t f1ut In loin' nil... within on. yn, prior to
d..lh IIr. full, la_.ble u HII"Ihr..
!to Accounts ..tltb !lh.d Jointly bet.,..n huibllnd "nd ...If_ 1III0r. thlln on. YIIII/I( prior to do"lh M. not tIUllhl..
6 Account. h.l~ Iy It d.ced.nt "In trult for" ,,"oth.r or olh.,. ",. '"."bl. fully.
REPORTING INSTRUCTIONS - PART
I
- TAXPAYER RESPONSE
I. BLOCK A . If t \I In'or..\1on IInd co.putallon In the notlc. flrl cortlC' rind d.ductlonl are "ot b.lng clal..d. placl an "X"
In bloclt "A" 0 Part I of tho "la.pay.r Rllponse" nctlon. Sign two copies nnd sub.1t th.. with your ch.clt for the o.ount of
taM to the Rig st.r of will. of the county Indlcat.d. lhl PA D.part.lnt of Rlvlnul will I.su. a~ official ........nt
efor. R[V'I~~8 [Xl upon r.c.lp' of the return fro. the P.gi.t.r of will..
Z. alOCx a . If th, asnt speclfl.d on this notin has blln or will b. report.d and ta. palrt with the Pllnnsylvanla Inherltanc.
ta. R.turn fll.J by t~. dllcllden"s r.presentatlve. ploce an "X" In block "a" of Part I of the "ta.paYlr Respons." .ectlon. Sign on.
cC~y and return to the PA D.part..nt of Alv.nu., auruu of Individual la.... allPt "80601, liarrl.burg, PA 17ll8~0601 In thl
IInvelopl prevldral.
3. !lOCX::. If t' notice Infor.ation Is incorr1ct "nd.'or r.':dut'tion. a,,' teln., r.la!"llr:! c....clt ..lock 'r."" "I cl'>"!.'I..tc "".'. ;0 tI(." ~
..........;~..~ ..... ;..........;..... ....:..... :>..., .... .......... ...... :........... ....... ",,., ....y. 1,,11...... ....' .11" ....u"'.., U' uta ....'..01" .... ,... IUI"i.~..r
of wills of the ~ounty Indlcat.d. 'h. PA Dllpart.ent of RllvenulI will Issue an official a..es"lnt (For. REV-IS48 [X) upon rec.lpt
of the r.turn fro. the Rlgl.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Entlr
NOn:
the date Ih. account originally was e.tabll.h.d or tl'l.d In the .annlr 1.I.ting at date of death.
for a de..dlnt dying aft.r Il/1118Z: Account. which the dlc.d.nt put In joint na... within ani II) Ylar of death are
taubl. ulh a. tran.f.r.. 1I0wevlr, thlr. Is an e.clu.lon not to lI.clI.d 'S,OOO p.r tran.fer.. rlgardl... of thll valulI of
the acco"nt or the nueb.r of accounts h.ld.
If. douhl. a.hrlslt lu) appur. be for. your first nne. In tho addre.. portion of this notJc., tho B,OOO ..c:lu.lon
alr.adY "a. b.." d.ducted fro. tho account bal.nc. .. rlport.d by tho fln.ncial In.tltutlon.
Z. Ent.r the tot.1 bal.nc. of tho .ccount Including Int.re.t accrued to the d.t. of douth.
3. t..~ ....rc."t 0' ...... "CC(lo,"'t that Is ta.able for .ach survivor 1'1 d.t.r....n.d ar: follo ..:
A. Th. percant talOabl. f,-,r jotnt a...tl astaDlUhad .or. than onl1 year prior to <:~,. d.c.dent'. d.ath:
DIVIDED IIV tOTAL NUHaER OF
JOINt OWNERS
E...pla: ^ joint a.s.t r.glsl.rld
DIVIDED BY TOTAL NUHaER OF X laD . PERCEN' TAxABLE
SURVIVING JOIN' OWNERS
In the na.o of the doc.dant .nd two oth.r parsons.
1 DIVIDED B' S (JOINt OWNERS) DIVIDED aY Z (SURVIVORS 1 . .1&7 X 100
1&.7% lTAXABlE FOR [ACtl SURVIVOR)
a. th. p.rcant t.xable for a.s.t. creat.d within on. y.ar of the dlcldlnt's dlnth or accounts ownad by thl d,cldant but hald
In trUlt fOI .nother Indlvidual(s) (trult beneflclarl..I:
I DIVIDED B" TOUl NUHIlER OF SURVIVING JOIN'
O~HERS OR TRUS' BENEfICIARIES
X 100 . PERCENT TAXABLE
EMa.pl.: Jlllnt account r.glstlred In the ne.. of the dlCldlnt and two oth.r parsons nnd ..tabll.h.d within on. y.ar of d.ath by
the dlcldant.
1 DIVIDED D,- 1 (SURVIVORS) . .50 X 100 50% (tAKABLE FOR [liCIi SUPVIVOR)
~. the ..ount subj ICt to ta. Illn. ~) I. datar.lnld by multiplYing the account balanca (1In. ZI by the p.rclnt t..nble (1lna 1).
5. Ent.r the to'.; of tho dabt. and daductlons llstad In P~rt S.
6. 'hi a.ount ~3:::lla Ilina &111 dat.r.lnad by rubtra.:ting the d.bts n:'lJ oadu.=tlc..,s lllno S) fro. tna lI'1cunt subloct to ta. (Ilna "L
7. Enter the appro,,'I.te ta. rat. Clln. 71 al d.tlrlIllnoll b.low.
A. fOr d.ta. of daath occurring aftar 6/10/~~, tha tn. rates for trnnsfars to spousas are .. follow.:
I. Date. of dlath on or aftar 7/1/~4 and blfor. I/I/~S the rate Is !;.:.
1. Datas of dlath on or aft.r 1/1/~5 trnn.fars to spou... will b. ta.ed at OZ ta. rate.
Note: For dati' of death prior to 7/1/~4 trnnsfars to spou.es ara tn.nbla at 6;':.
a. Trpnsf.rs to lineal desc.ndant. Including fathlr, ~othor, son, dllught.r, grandchildrln, son-ln~lnw,
daughter~Ir,'law, .tapchlld and th.lr Issu. are hubl. at sh parc.nt (6ZI.
C. 'ran.far. t.) all othlrs Including brothlr, slstlr, unci., nunt, naphaw nnd nloc. ar. ta.abl. at flftlan perclnt 115;':).
D. If YOU char-g. tho taM r.t., pl.au spaclfy your relationship to the d.clldlnt In tha area provldad.
8. th. a.ount of la. duo Illn. 81 I. datlr.inad by aultiplylng the aaount tn.nbla lllne bl by the ta. rata Ilinl 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS ANO DEDUCTIONS CLAIMED
Allowabl. d.bt and daductlon. ara d.t.r.lnad a. follow.:
A. You lagall. are rupon.lbl. fer pay..nt, or tho utat. subj.ct to IId.lnlst,atlon by a p.rsonal rapra..nt.tiva is In.ufflclant
to pay the dlductlble it....
B. You actu~I'y paid tha dlbts nft.r dl.th of tha dlcedant and clln furnish proof of p.y....nt.
C. Dabts b.iru clai"d ..ust ba It..Il.d fully In Part S. If addltlonlll SPIIC' Is naad.d, un plain pnp.r 8 Ill" . II". Proof of
pav..nt I'll" b. r.qulst.d by tho PA Dopart.ant of Rav.nu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
GENERAL INFORMATION
1, fAILURE TO Rn:POND WILL RESULT IN AN OffICIAL TAX ASSESSHENT wllh .ppllu.l. In'.,,,, ....d on In'or..llon
lubalUld by th. IlnMel,1 InltltuUan.
Z. Inh.rltanu h. JIICO'" delinquent nln. lonth. .fUr Ih, dludlnt', data of d..th.
S. " Joint 'cco~.ll I. t...bl, twan though the dlCldlnl', n,.. w.. added II . ..It., of conwlnl.ncl.
It. Account, {Including tho,. held bat...." hu'blWld anet wi'.. which the daudlnt put In Joint n.... within on. y..,. prior 10
....th .r. 'uth :.lubl, '1 trmull,.,
S. ACCDUnh I"abll.hld Jointly b,h'"n hu.bend end wll. lor. than one yur prior 10 d..lh .t. not t...bl..
6. Aceounu tl.ld by a dlud'n' "h. ',,,It for" anolhe,. or olh", .r. hubl. fully,
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
I. BLOCK A . If thl Info,...tl~n and cO.put'llon In the notlcl er. corr.ct and deduction, Ir. not bllng Clll"d, pilei an "k"
In block "A" 01 '1lrt I 0' the "'."Ply.r R..pon.... IIctlon. Sign two copl.. and .ub.1t thl' wlth your ch.ck '0,. th. ..ount of
t.x to the R.gl'ter of Will. of the county Indlcllld. Ihl PA DIP.,.t..nt of Rlv.nu. will I..u. .n offlcl.1 ........nt
(Fa,.. REV-1541 l~) upon r.c.lpl of the r.tu,.n f,.o. the R.gI.t.,. of Will..
Z. BLOCK B-1' .h. ..... .p.cl'l.d on 'hl. no'lc. h.. b..n 0' will.. '.po".d .nd I.. P.ld wllh ,h. P.nn.,lvonl. Inh.,II.nc.
I.. R.'u'n ,11.d ., Ih. d.,.d.n". ,.p'...n'.'lv., pl.c. .n "K" In .Ioc' "B- 0' P.,. I 0' .h. "'.'P.'.' R..pon.." ,.c'lon. SIRn on.
copy .nd r.tu,.n 10 th. PA Depart..nt of Rlvlnue, Bur..u of Indlvldu.1 r...., a.PI Z10601, H.,.rl.bu,.g, PI, I11ZI"0601 In thl
Invllop. provldl'.
5. BLOCK C - I' .h. no'lc. In'o,..II,n I. Inco".c. .nd/o, ...u"lon. .,. ..In. cl.I..d, ,h.,. .Ioc' "CO .nd co'pl.,. P.,.. Z .nd 5
"'",0..., ., .... ;"......iv... O..v.. 'ow',.., 'v..w> on. ...... ..ov. wi... '0"' ,n". '0' tn. ..o.n. "' t." P.,.O,. '0 lI>. ........
0' Will. 0' .h. 'DUnI, IndIC.,.d. Ih. P. D.p.,I..n. 0' R.v.nu. will I.... .n o"lcl.1 ........n. IFo,. RE'-IS'B EKI 'po. ,.c.lp.
of the nturn fr.). the R.ght.,. of Wills.
TAX RETURN - PART 2 - TAX COMPUTATION
WI[
I. Entl" the d.te till aCcount originally w.. ..tabllshld 0,. titled In the ..nner 11I1.tlng at d.tl of d..th.
NO'EI Fa,.. dlcld.nt dYing .ft.,. IZ/IZ/IZ: Account. which the d.c.d.nt put In Joint n.... within on. (I) YI.r of dlath ."1
t.llebl. fJlly a, t".n.f.,.,. HOW.VI,., th.,.. I, an ..clu.lon not to ..ce.d '3.000 Plr t,.an,f.r.. rlg.rdl... of the valu. of
the accou,t 0,. the nu.b.,. of accounts h.ld.
If a doubll ..tlrl.k C..) app.a,.. be for. your flr.t n... In the .ddr... portion of thl. notlc.. thl 11.000 ..clu.lon
al,.aady hiS be.n d.duct'd Ira. the account bal.nce a, r.po,.ted by the fln.nclftl In.tltutlon.
Z. Ent.r the tot.1 1.lanc. of the account InclUding Intlr..t acc,.u.d to the d.t. of dlath.
3. 'he parc.nt of t,. account th.t Is tllllbl. for lach lurvlvo,. I. d.ter.lnad al 10110w,:
~. Th. p.rc.nt t..abl. f=~ Joint ....t. ..tabll.hed '01' thah on~ y..r prlcr to 'hi d.c'd.nt't oa.thl
1 DIVIDED BI faTAL HU"IER OF
JOINT OWNERS
Ex..pl.1 "jotnt ....t ,.eglthrld
DIVIDED BY faTAL HU"BER OF X laD . PERCENT TAXABLE
SURVIVINC JOINT OWNERS
In the n... of the dac.d.nt and two othlr P.".on..
I DIVIDED BY 3 (JOINT OWNERS) DIVIDED BV Z (SURVIVORSJ . .161 X 100 . 16.1~ (fAXAllE FOR EACH SURVIVOR)
B. Ih. P.'c.n' .....1. '0' ...... c'.".d wl'hln on. ,.., 0' Ih. d.'.d.n", d..'h 0' ,ccoun.. own.d b, Ih. d.c.d.n' ... h.ld
In tru.t for anothar Indlvlduall.) (tru.t ben.flcl.rll.)l
I DIVIDED BY rOrAl HUHBER OF SURVIVINC JOINf
OWNERS OR 'RUST BENEFICIARIES
X 100 . PERCEN' TAXABLE
E'..pI., Join' account '.RI"."d In .h. n... 0' ,h. d.c.d.n' .nd Iwo olh., P".on. .nd ..I..II.h.d wl'hln on. ,.., 0' d...h ..
Ul. decedant.
I DIVIDED BV Z ISURVIVORS) . .50 X 100 . 50~ (TAXABLE fOR EACH SURVIVOR)
.. 'h. ,.oun. ".J,c. 10 ... Illn. " I. d...r.ln.d ., ..I'lpl,ln. .h. .ccoun' ..I.nc. Illn. Zl ., Ih. p.'c.n' '...bl. Illn. 51.
~. Fnt.,. the total ftf the d.bt. and daductlonl II.tad In Part 5.
6. 'h. ..o.nl '..atl. Illn. 61 I. d.'.'.ln.d ., ',.',.c.ln. lh. d.... .nd d.d,cllon. Illn. SI "0. .h. ..oun. '..J.c. '0 ... Clln. ".
7. Ent.,. the .ppro,.,.I.t. 1811 ,.atl Uln. 1) as d.tar.ln.d below.
A. For datal 01 d.ath occurring aftar 6/50/94, the t.. rata, fa,. tr.n.f.r. to .POU"I .r. .1 fallow,:
1. Oat., of d.ath on or aftl,. 7/1/94 and b.for. 1/1/95 thl ,.ate I, 5~.
Z. Oat.. of daath on or aft.r 1/1/95 tranlf.rl to Ipou.a. will b. t..ed at o~ tall ,.at..
Not.1 For data. of de.th p,.lo,. to 1/1/94 tran.f.r. to IPOU'.I .,.. t.lI.ble at 6~.
a. T".ntf.,.. It lineal duc.nd.nh InclUding fatha,.. 80ther. Ion, daught.r, orflndchl1dr.n. 10n"ln."w,
daught.,..ln.l.w, .t,pchlld find thalr 1.lu. ar. t..abl. at till Plrcent (6~).
C. Tr.ntf.rt tr III othert InclUdIng b,.oth.r. .J.t.,.. uncl., .unt. n.phew .nd niec. are t...bl. at fifteen parc.nt 115~).
D. If YOU chan,. the ta. rata, pl.... spaclfY your ,..Iatlon'hip to the daced.nt In the .r.a provldad.
a. 'he aaount of t~x dul Clln. I) It d.tar.lnad by .ultlplYlng the ..ount tallabl. (1lna 6) by the ta. "ata 111n. 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AIlow.bl. dlbt. and deduction. are dlter.lnad .. fOllow'l
.. You 1...11, .,. '..pon.I.I. '0' P"..n', 0' 'h. .,.... '..J,c. 10 .d.lnl'I'.'lon ., a P."on.1 "P'...nl.'lv. I. In,,"lcl.n.
to pay thIJ.ductlbl. Ita...
B. You actua.'" paid the d.bts aft.r d..th of thl d'Cldant and c.n furnish proof 0' P.y.ant.
C. D.b.. ..In. cl.I..d ...1 ., 1...I"d ,.11, In Po,. 5. l' .ddl.ton.1 'P.C. I. n'.d.d, ... pl.ln p.p" B I/Z" . I'". p,oo' 0'
pay.ant .ay b. requ..t.d by the PA Dep.rt..nt of R,venu..
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)
,
(0""0""1 Alll1 m 1'1 JdH' l \ \~U
UlIIAIfI"I~I UI III \'1 NUl
BUIfII" m I~UIVIU'..l "'_I S
011'1. tllhDI
IlAlUUBUNG, 1'1. 111:110,,01
*
FILE
ACN
DATE
NO,21 ?6-05g0
?61367ft?
09 - 0(, -?6
INFORMATION NOTICE
ANO
TAXPAYER RESPONSE
lit ~hlll I" II HI
EST. or RITA E TVE
5.5. NO. 195-16-(,952
DATE or DEAT\I 06-13-96
COUNTY CUMBERLAND
P'PE OF ACCOUNT
L. ~ SAVINGS
l= CIlECKING
[~~ ThUST
[XJ CERTlr .
rORMS TO:
RITA T BACKENSTOSE
131 S 15TH ST
CAMP HILL PA 17011
REMIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAND CO COURr
CARLISLE. PA 17g13
HOUSE
DAUPHIN DEP BANK & TRU hIlS "rovlded the Ve""rhlent with the Inlor..ntlon lishd below ...hlch hIlS bun uud In calculAting the
pat.ntlal tu du., Ih.lr r.cordl Indlc"to th"I "t the d.llth of the ,.bove dOCllld.nt, YOU ....r. II joint oWII.r/blln.flcl"ry l'f this IIccount,
If you f..l t"lI Infor..atlon Is Incorr.ct, Jllu.. nbtnln wrlthn correction fro.. the flnllnclnl (r"t1tullon, "ttllch "Cfr'Y to this for..
Itnd r.turn it ;0 th~ "bov. addr.,s, !hls .:.o:uu''':. :,:1 ::' 1,\" '''r,jrn.. wlttl \1_. 1111 Jr'tll''':O Inr. l:",' of th. c.:u.,nr, "Ith of r.n"I~'h..."I...
au..tlon. ..ny b. an~wered by Lftlllny (illl 1111'C~:',
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRU~TIONS
Account No. 8000150158 D.lo 12-29-88
E.tabUshed
To In lure prop.r cr.dit to your account, two
1:1 copl., of this nOllc. ..u,I nccoepany your
Plly..nt to the Regl.ter of Wills. Mnk. ch.ck
pnyabl. to: "P.gisl.r of wills, Ag.nt",
Account Bol.nc. 10 . 019 . 52
Percent Taxable )( 16.667
Anount Subjact to Tax 1,669.95
Tax Rate )( .06
Pat.ntlol To. Duo 1 gO. 20
~" TAXPAYER RESPONSE
[!] I FAILURE ~TORESPOND WI LlRiSULTINANOFFICI'AL1iiX ASStSSI'IENT BASED ON 1'HI:S NOTICE
A. r-l Ih. nbov. Infnr_fttlon and tax due I. corr.ct,
L-J I, You .ay chaoS. to ro_lt pay..nl to the R.gl.I.r of Will. with two (opl.. of thl. notlc. to obtain
a dl.count or avoid inter.SI, or you ~ay ch.ck box "A" and r.turn this notlc. to the Reglst.r of
wills and "n official DS.......nt ...111 b. Is.u.d by the PI. Dllpart..nt of Rllv.nu.,
B. ~lh. above ft,.et has b.en or will be reportlld and tax paid with th. P.nn,ylv"nlft Inherlta,c. lax r.Iurn
to b. fll.d by the dllc.d.nl', r.pr...ntlltlv..
NOIE: If Inx pay~.nls are ..ad. within Ihre.
IS' ..onths of Ih. d.cod.nt's date of d..Ih,
YOU _ay deduct a ~% di.count of Ih. lax due,
Any inn.rltanc. tax due ...111 b.:o.. d.llnquent
nln. Iql ..ontnl aft.r the date ,f d.ath.
[CHECK ]
ONE
BLOCK
ONLY
c. c=J Ihe abav. infor~.tlon Is Incorrect and/or d.bl. IInd deducllons wllr. paid by you.
You ..ust co.plet. PAP I ~ and/or PART [!] below.
PART
~
T.^.,!
If you indicate a diffarent tax rate, plaase state your
relation.hip to decedent:
OFFICIAL USE ONL V 0 AAF
PA DEPARTMENT 01' REVENUE
?~'!t1~~ - ~~!"!'''I,!,^.TTn~ nC' T.^" nil .lnTIU,!'TOII~T ",..~ntl"I!~
fl.';!':
LINE 1. Data Establishad
2. Account Balanca
3. Parcant Taxable
4. Anount Subjact to Tax
5, Dabt. and Daductions
b. Anount Taxable
7. Tax Rate
8. Tax Dua
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
1
2
3 X
4
5
b
7 X
8
PART
~
DATE PAID
PAVEE
DESCRIPTION
I\MOUNT PAID
TOTAL (Enter on Line 5 of Tax Conputat1onl
$
Undar panaltia.
conplete to the be.t
,., ~
~,
daclara that tha
and ballaf.
I
facts I hava reported abova
r
ar...Jru~, corra~t and
(I'. - L -'/ (J:J
n- ~ 1/';:'/ j(t7
I DATl:
GENERAL INFORMATION
1. FAILURE TO RUI'DND Will RESULT IN AN OffICIAL TAX ASSESSMENT wltl1l1"I,lltllhla Inhr..' IlIue.1 on 1"'nr.IIlIun
sub.It'lId by the, l",m<<:11I1 Inl'ltull,,',.
1. Inh.rllllnc. I... b.eo... delinquent nln. .0ntl1. I'Ifhr Ih. dll(lId.",', dill. 01 d.",".
J. A Joint IIceol'.1t I' I".abl. .",.n though Ih. dee.d.nt', n.,lI. Will 'uldll'f 'n /I .,,11., 0' (lm....nlll"'..
ft. Accounh (l'1cludlt, Ihou held blll.....n hUlb"nd IInd 1lI11.' which Ih. lI.c..lllnl 111,1 In Joint 11"." ...Ithln 11I1. VIII., prior 10
d..th IIr. lully Ii ."bl. ft. 'rllnlfu..
~. Acr',unh .,tltbll,lld Joint'" bill,".." hUlband Imll Mil. "'or. ""In IIn* y.", ,"lor to d."th Mil not I"."ltl_,
",hcounh held by .. clued."1 "In IrUlt fa," A"othu or othllrt ,.,. '''."llle fullv.
REPORTING INSTRUCTIONS - PART
- TAXPAYER RESPONSE
a. BLOCK A . If the l"rurlll.Un" and CQllpulallon In the nOlle. ftr. corr.ct ftnd Il.ductlo", fIIr. nol h.lnU chhl.d. plac. an "X"
In block "A" 0' l!lrl I 0' Ih. "hxpay.r R..pon.." ucllon. Slun 1"'0 cop I.. lIml !lull.1t Ihe. ...It" your chec" 'or Ih. n.ounl 0'
la. 10 the Rlchl.r 0' Wllh 0' Ih. county Indicated. Th. PA DePfllrt.ent 0' IIennu. ...111 luu. ,In off1c1111 a'u"...nl
IForll REV-HI~a [) J upon rec.lpt 0' Ih. r.lurn 'rail th. Aeul.l.r 0' Willi.
Z. BLDCX B - If Ih. fII...1 ,peclfl.d on Ihl. nollc. hfll. b.en ar ...111 b. report.d and tax paid wllh the Penn.vlv.nla Inh.rltance
fa. R.lurn flied by Ih. d.cedent'. r.pre..ntflltlv.. plllce IIn "X" In hlod "Boo of Pllrt I of the "Taxpayer Rupon.e" ..ctlon. Sign one
COpy and relurn to Ih. PA V.pfllrt..nt 0' Rev.nu.. Bureau 0' IndlvlduIII T..... Depl laObOI. IIf11rrhburg. PA 111~a-ObOI In the
.nvelop. provIO~t.
.~. IILOCX' - If Ihn ,"ollc. tn'or."Uen h Incorract andlor deduction. ara b.ln,1 cllll".~. chee" "Iod: "Coo "noj cO.DI.I. $lllrts ~ and 1
of Wllh 0' the tOunty Indlcat.d. Th. PA Doparl..nl 0' R.vonu. will luu. an official a.......nt IrorM REV-IS~a EX) upon rec.lpt
0' the r.lurn 'r..e Ih. R.ghter 0' Wills.
..........;.... ... .1,. .....,.....:..,.. ......... ;..', .... .......... ....... ......... ....... .,.11 .,...., ""10,.." I.., .11_ .......VO....I ",. .....,....1" .u ."" ....,.....
TAX RETURN - PART
2
- TAX COMPUTATION
UHE
1. Ent.r
NOTE:
Ihe date tho account originally wu ulablllhed or titled In the ,umner uhtlng al date of duth.
For a docld.nt dying aftor IUIUaz: Accounts which the d.c.dllnt put in joint Oftlle. within an. II) year 0' dealh ar.
tallable flllly a. tran.hr,. 1I0....v.r. th.r. II an oxclu,lon not to e.coed I's,OOO por Iran,'oroo regardlo.. of the valu. 0'
the IICCOU'It or the nu.bor of account, hold.
If a doub . a,terl,k 1-.) app.ar, before your flr.t na.o In tho addre" portion 0' thl, notlco. tho 11.000 .~clu,lon
alr.ady hI' b..n deduct.d fro. the account balanc. ftl roportod by tha 'Inancfal In.tltutlon.
z_ Ent.r the total halanc. of the account Including Int.rul accruad to the date of doath.
1. Th. p.runt of t.I. account that Is taxabl. for aach 'urvJvor Is d.ler.lnod as follow~ I
A. Th. perc.nt t~~abl. far joint a..atl a.tabll,hod .or, Ih~~ on~ yoar prior to Ih. dac.dant-, d~~t~:
DIVIDEO BI TOfAl NU"BER or
JOINT OWNERS
[xupl.: A lolnt a...t r.ghterad
DIVIDED IIY tOTAL NU"BER OF X 100 . PERCENT tAXABLE
SURVIVINC JOINf OWNERS
In the na.a of the d.codant and t...o othor p.rlon..
I OIVIDED BY 1 IJOINT OWNERSI DIVIDED BY Z (SURVIVORS) . .167 X 100
16.7;: nAXAIILE FOR EACtI SURVIVORJ
II. Th. p.rcont I.~abl. for a,..tl cro.lod within one yoar of tho doe.dont', daath or account, ownad by the docadont but h.ld
In trult for anothor IndlvlduflllI,J (Irult baneflclarlull
I DIVIDEO BY TOTAL HUHBER OF SURVIVINC JOINT
OWNERS OR TRUST BEHEFICIARIES
X 100 . PERCENT tAXABLE
E~a.pl.: Joint account rogl,lorad
th, d.c.d.nt.
1 DIVIOED IIV Z (SURVIVORSI . .SO
In the na.o a' the d.cod.nt and 1"'0 othar p.rsons and .stabllshod within on. y.ar a' doath by
X 100
so;: (tAXABLE FOR EACH SURVrVORI
~. Thl aaount ,ubJect to la~ Illn. 4) I, detor.ln.d by l'tultlplvlng thl account balanc. Illn. ZI by the percant t..ablo Clln. ll.
5. Ent.r the total of Ih_ dObl, and danuctlon, II.t.d In Part l.
6. Th. a.ount t.~atl. Cllno b) I, dll.r.lnad b~ suotraCllng the dobt. and dOductlon. Illne ,) fro. tha aaount subjoct to toll. Cllno 4).
7. Ent.r the approJ~lat. toll. rat. (1In. 7) al d.t.r.ln.d balow,
A. For dat.. of d.alh occurring aftor 6/l0/lJ4. the ta. rnl.s far transhrs to spous.. ar. al 'allow.:
1. Oat., of d.ath on or nftor 111/lJ~ and b.for. I/I/lJS Ih. ral. Is 1;:.
Z. Oat.. of d.alh on or n'tor 1/l/lJS trlln.f.rs to spous.s will be lawed at 0;: la. ral..
Hat.: For dal.. of d.ath prior to 7/I/lJ4 tran,'.r. 10 spous., ar. la.ablo at 6;:.
B. Tran,for, tl lineal ducondan" Including 'athar, "othor, son, daughter. grandchlldron. son-In-Illw,
daught.r.ln-hw. .hpchlld IInd th.ir luu. ar. hubl. al six porcont (fa;:J.
C. Tran.f.r. tl all olh.r. inClUding brother, .i.lor. unci., ~unl, n.ph.... ~nd nl.c. aro lawabl. at 'I'tllon percont liS;:).
D. I' yoU chan~. the tal rato. pl.a.. sPocify vour r.llItlonshlp to Iha d.cadont In the ar.n provld.d.
a. Th. allount of t,x due (1lna a) I, d.ter.ln.d by .ultlplyJng tho aaount lawabl. (Iin. bl by the tll. rllto Illne II.
CLAIMED OEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. and dOductlon. ar. d.l.raln.d as '0110....:
A. You logally ar. r..pon,lbl. 'or pay..nl, or Ih. ellate subJ.cl 10 adalnl.tration by . p.r.onflll rODr..entallv. I. Insufflclont
to pay Ih. 'laductlbl. It....
B. You actual h paid Iha dobts IIft.r dulh of the dacedenl and can furnish proo' 0' pIIYII.nt.
C. Dobts b.lng claio.d lIIu,' b. Itulolad 'ully In Part l. If additional spau is n.odod. un plain papor a I/Z" . II". Proof of
payo.nt .ay b. r.que.tod by tho PA Oaparl..nt of Revonu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA OEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY)
COH"ONWhL lit or Ilf N~SVt VANI,I-
DfPAMII'l[NI or NlVINUI.
8URfAU or INDIVIDUAL IAXlo;
DfPI, "lObOl
ItARAISBUMG. IIA 11I:8'ObOI
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 96-05g0
! ACN 9H36753
DATE 0~-g4-96
11,.jhl II I" 11.'\1 I
EST. OF RITA E TYE
5.5. NO. 195-16-4952
DATE OF DEAT\I 06-13-96
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[] SAVINGS
IX] CHECK ING
o TRUST
[J CERTIF .
RITA T BACKENSTDSE
131 S 15TH ST
CAMP HILL PA 17011
REM:T PAYMi.NT AHD IDRMS TO:
REGISTER OF W!LLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17g13
DAUPHIN OEP BANK & TRU hn pravldlld the Ollpllrt.ent with thll Infar,uIUon listed billa", which hilS been USIId in calculating the
potential tax due. Their records Indicate thllt at the death of thll oboVII dllelldllnt. YOU wllre a joint own.r/benllfielary of this account.
If yau f..1 this Infllr.atlon h Incorroct. pleue obtain W,.itten r.or,.octlon frail 'hll f'"""dlll Institution. IIUach a CO"'f to this fo,..
tOll''' r.'.;r" I' " ''l" "'tov" ,!,:!:'" .s, Ihls ...:cn",,' IS '~wnblrln lI'c('rdllnt.. ",Ith H'l r,..: ..r'tnnee lax LI1'4' of the CO..llonl ,r.lth of "lInnsylvanJa.
Que.tlon. lIay be ansWllred by calling (71/1 781'81ZI,
O.te
Established
REVERSE SIDE FOR
12-21-88
FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW
Account No. 0086750585
. . . SEE
Account Oalance
Percent Taxable
Anount Subject to
Tax Rate
Potential Tax Due
31.284.05
16.667
5,214.11
.06
312.85
TAXPAYER RESPONSE
FAILURE TO Nl~~UND WILL RESU~T Ih AH OrFICIA~ ,^Y. ^SSE~~ME~~ ~ASEr ON 1!l!~ NOTICF.
10 Insure prope,. credit to your account. two
IZI copills of this notlclI ..ust IIceollpllny you,.
pllYllent to the Rllglster of Wlll~. Hake chllck
payablll to: "Regls'e,. of Wiils. Agllnt".
x
x
NOTE: If ta. paY.lilnts are lIadll wlthin three
(3) ~onths of tho dllcedllnt.s da'e of death.
you ..ay dllduct a !Jf: discount of the tax dUll.
Any Inhllritllnce tax duo will be,:o.1I delinquont
nino 191 1I0nths after thlil dato ..., duth.
Tn
PART
[!J
[CHECK ]
ONE
BLOCK
ONLY
A. c=J Thll abovo Inforlllltlon and tax dUll Is correct.
I. You lIay choose to relllt paYllllnt to the Rllgiste,. of Wills with two caple' of this notice to obtain
a discount or avoid Interest. or you lIay chllck bo. "A" lInd return this notlco to the Reglste,. af
Wills and IIn official assllss..nt will be Issulild by the PA D.part.ent of RevenulI.
B. ~he abovlI assot has bllen or will be repo,.ted and taw paid with tho Pllnnsylvanla InhorltalclI Tax rllturn
to be fillld by thll decedlilnt.s ropresontatlve.
C. [:] The abovo Infor.atlon Is Incorrect andlor dllbts lInd deductions wllre paid by you.
You IIUSt cORplllt. PART ~ andlor PARI ~ blllaw,
If you indicate a different tax rate, pl.ase stat. your
relationship to decedent:
OFFICIAL USE OtlLY 0 AAF
PA DEPARTMENT OF REVEtlUE
PART
~
T.":'
LINE
pr:TU~~ - "''''''Dl''T^T!t:1~
1. Oat. Established
2. Account Balance
3. Percent Taxable
4. A~ount Subject to Tax
S. Debts and Deductions
6. Anount Taxable
7. Tax Rate
8. Tax Due
~!= TI\~ n~ ....I"~~l"!' ,T"'.'C'T !,"'~"ll"'TC: P.".!)
1 I
2 2
3 X 3
4 4
5 5
6 6
7 K 7
8 8
DEBTS AND DEDUCTIONS CLAIMED
PART
~
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
I
I
I
TOTAL (Enter on Line 5 of Tax Computation)
Under penalties of perjury, t declare that the facts I
to tho bost of n. knowlodg. and bOlljf.
I
I
I
I
$
and
GENERAL INFORMAl ION
1. FAILURE TO NESPOND WILL RESULT IH AN OHICJAl lAX ASS[$5t1lHT 11I1111 1t,II,lluhle IIIhlnt hu.,t 'Ill ",'",...'11II1
lub.lUad by Ih. financial Institution.
Z. Inheritance tal beea... delinquent nln. ..onl"I .,1., tI,. Ilalatl.n,', Illfl. lit 11."lh.
S. A Jatnt necaun. h '..flbl. avan though the datad.nl', ,",.. "'U ,,,hl..I,n ",,,,1hl lit 11111\11,,11111'..
It. Account. Ilnchdh'" tho.. held batw..n hUlbltnd and ..If.1 .hl,h I'.. ,'a,a.la,,1 11111 In IlIlnl ,"U..' _Ilhln 11I'8 .,.., ..fllll In
d..th ar. full~ t~..bl. a. ,ran,'.r..
S. If-counts ..tablhhad Jointly b.~II..n hUlband /tocl wll_ ",Ha thotll IIn. .,.", '" 1111 In Ila.th It,. "III tllulfllh.
It. Account. held bl" decedant "Ir, truI' fa," anothar or oth.r. '''a ,,,.,,,hl. '"11.,.
REPORTING INSTRUCTIONS
PARI
I AXPAYI:R RI:SPOIISE
1. BLOCK II _ If tI.. lnfonlllltlon and co_putallon In Ih. l1ulll. ",. fll".' I ."..1 ,1."'Htln", ",. flflt !tIlI"1t r1"I_.d, Ilhc. IIn "K"
In block ""," 01 Part 1 of the "l".pa....r ".'llOn,." '.l-'IIIII. \1-." two lu,'I.' ."', ,"hlllt II,.. wllh "flU' lhllll< lor th. Ollount of
talC to the ".QI:;I.r of Willi of th. county tIltJlc"t.,,, Ill. "A n.,I'",..,,1 IIf WIl\lIl''''. ..III l"u..1II 11'11[1.1 ",u"n.nt
(for. REV.1SftaIX) upon receipt of 'h. r.turn 'ro. I". ".,,1,1., Ilf Will'
2. BLOCK B . If th.. a.... sp.cifl.d on thl, nollt. hltl h..'I "' ..III ". ,.,,,,, h.1 ,,1,,1 h. '''11.1 ..1'" th. f'."n,.,lv.nl" 'nh.rltance
TIIIC R.turn file' by the dec.denl', r.pr.,.n'atlv., Id".. 11/1 "." 111 him. "II" Itl "..1 I ell tI.. "1I'.IIII.,.r A..pon.... ,.cllon. Sign on.
copy and return to the P'" Dllpart.lln' of ".v.nu., 11,/1..." ul 1.111 1'01 1.'wll I..... nil.' I 11101101. "."t'hurG, 1111 I/lla-OIlOl In the
envelop. provlJl1.
......., ..:... .... ...... ...... ,..". ....~.. ......
.,'.',... .. " ....,...' d.....
I" 1'''1 II.'..' d'.d 'dr." "c" ~.... co.rl.t.. P.,rt'!' :: a"~ 3
..,.., ,..0.. 0.'.1' ,., tll11 ...lIynl 0' Hue Pft.,.DI. to ft.e IUlgl,ter
I"". 'Ill ulfhl,,1 .."."..nl Hor. p[V-1S"1 [K) upon receipt
5.
BLOCK c. If tho notice Infotl."tton I. Inton.,t o'I,.,I:'H 11."U1I\IIl" /It
of will. of the county Indlcat.d. Ih. IIA lI.fl",I.."I tI' N.vlln". ..III
of the return ffO. the ~egl'Ier 01 will..
TAX RET URIl
PARI
z
I AX COMPUI A TI Oil
lINE
I. Enter
NOTE:
the date he account oriGinally w.. .,t"hll,had II' 11'1..1 III t". .,"1".' ._I'III'U'" d..l. of IllIalh.
for 8 de.ad.nt dying afle, Il/lual1 Autlllllt. "hllh '''e 11...tI."t 1'''' In lul"t 1111." wllhln one II) vear of deaU' are
taJllabl. ullv a. tran.f.r,. 110....".', 'h.,. I. /III ...1,,"1111 IIIlI .n .....d '\.000 f'.' 'ffm,'.t.e r.gardle.. of the value of
the acco..nt or the nu.ber uf ncco",," hatll.
If 8 douhle asterl.k (..) app."r, h.'n,. VOllt fl,.t "... III It.. lI.hh." 1...,llun of HII, notlclI. 'hll '1,000 .lCcluslon
8lre.dy Ii.. b.en d.ducted fra. 'ha IIUOItII' III.l,,'I'. ., '.'>111 ..,I IIv 'h. '1Il/lflt la, In.t I tut Ion.
Z.
5.
Ent.r the tot81
The plrunt of
A. Thll perc.nt
balanc. of the ,u::count IncludinG 1"1.,.., ..u,u.ft In H.. tI...
h. account that h tll.abl. for lI"dl 'u,,,,lvo' II 111I1.,.ln.&I "'
taJllable for joint IUlIlts .""lIllIh.r! .cu. ItI/lf1 ,",. V.., I'r III'
"' 1I..lh.
'11110..,1
In Hlf II.t.d.n".
da,,'hl
DIVIDED I.Y TOfAl NUI"IBER or
JOINT OWNERS
E...ple: ", joint ...et r.gl.'ared
DIVIDlD BY IlItAl NU".'" IIf K 100 1":RC[Hf TAlIABlE
SUNVlV1NG JIIINI OWNI "'
In the ".._. II' the d.l.d.,,1 "lid 1..0 oth., "., ,on..
I DIVIDED B" 3 (JOINT O!,jN[RSI DIVIDJO BY ~ I\UPVIVO"\I . ,1M
'00
lb. Ii. I tAKABI[ rOR UCH SURVIVOR)
B. The percant tllllable for "nets cr."Iad wllhln on. "..., 01 Ih. II.t.lI.n,'. d..'h or ntCount. ownad by the dllcllda"t but held
In tru,~ In,' anathllr Indhdduall,l (tru" b.n.flel.rln'1
1 DIVIDED &', TOUL NUH!ltR or suPVIVING JOIN'
OWNERS OR IRUST llLNHIClAAllS
10'
11111(1141 I'lIUII
ElCa.phl Jlint account reghler.d In Ihe n".. of Ih. d.utl.nl ."d two ol".r I..r.on. "nd lI,t"bll.hed within one Yllar of dllath by
t:,e dacedant.
1 DIVIDED Bt Z (SURVIVORS) . .SO 100 \01': <<'AIlARIt 'OR 'A(l1 SIIIIVIVORI
ft. Th. a.ount ,ubj,ct to la. Illne "111 d.te,.IIl.d hv .ul'lltlvIIIG Ih. ~u.Il"nl 1I"I~nt. Illn.:1 b., tha perunt ta.able Iline 1).
rt Fnt.r the tot., nf tl"oe debl. and dllductlon, 11I1.d In f'..,I \.
6. Th. a.ount 'd.tlle (lln. 6) Is dater.lnlld b'f' l>ull"/I.Ilnlt the .1.111, ..,.., II.ctul.llon, Illtla \1 fro. Ihe ".OUllt subject to ta. elln. 41.
7. Enter the appro.riate tax rat. (line II... lI.t.r.ln., h.llI",
.. for dat..s of daath occurring "flllr It/U/I)"" Ihe h. 'lite' '"1 tI..".I.'. In 'flOU'.' ",. ... follo....1
1. Dates of death on or 8fter 711/1)" "nd h.'o,. 111/'1\ I". ,..I. I. s;":.
Z. Dalll, of death on or "ft.r l/l/lJ\ Ir..n.I." In II'OU'" ...111 he hull ,,101. I... ,,,ta,
Note: For dates of death prior to 1111"10 tI"n.f.', 10 ,,11I11'.' "'" 1.'11111. ,,' III':,
B. Tran,f.r, II) lineal d..cand"ntl IncludlnQ ...11,." ..uth.,. "1111. .11I1lI1"1.,. 1J'''llllihllil'.'', \011 In Inw.
daughter.III'law. stepchild ftnd Ih.lr tllll. 'If. tll'lIl1l. ,,' '101'.".'" 1111.1.
C. Tran,fer"~ all olhers IncludinG hrolh.r, .1.1." ..".1.. ,mill. ...'111.... ..,"1111"'" M. 1"'lIh!. It' flftean pllrcent U!tJ:I.
D. If you ehar,g. the tax rll'.. III.",. "I.tl'v VII'" ,.1111111I11"11' III the .1.._.,1."1 In Ill. "rll" Iltn."ld.d.
I. Th. ..ount of III. due (1In. II I. d.lerlltln.,1 h., ."1'11.111'1",, t". ...lIunl 1110..111. lilt.. 101 II., HI. In_ ,,,t. Illna 11.
CLAIMED DEOUCTIONS
"ARI
j
DEBTS AND DEDUCTIONS CLAIMED
IIllow"ble d.bt., ..nd 1I."ue' In". /It. ll.ter.III..1 /I, Inl hi"';
.. You hG_II, "ra r.,poll,llIl. fn' 111111'_."'. IH ".. "'III. ,,,III.,t I" o'I".I"I.I,,,tlnn b., It 11."onftl rapre..ntative is insufflclant
to Pll., the d.ductlble Ih..,
B. You .clu"ll... p"h' I"e 111111'. ..I'., d.,,11I II' "," 1111,"11."1 "",t! IlIn hltnl'" IHOO' D. 11I1.,...nl.
c. D.blt beln, chl.e" .u,t II. 1'._1/.11 tullv In fl,"1 \. II ...Iltllllllllll 'I,,,,-e II "..d.d, UIIl pl"ln p8p.r I l/Z" .. U... Proof of
Pll.....nt "'" b. '.'lu.,I.d II., Ih. IIA U..,ftll..'" III fl.",..",.
REGISTER OF WILLS,
OR CALL IIlE
HARRtSBURO AT (717)
TAXPAYER ASSISTANCE
IF YOU IIUD rURlIlER ItlFORMATlON OR ASSISTANCE, CONTACT ANV
PA DEPARTMENT OF REVENUE DISTRICT OFFICE
BUREAU ur IIlDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN
787.n3~7. TOOl (717) 772-2252 (HEARING IMPAIRED GIlLV)
is-if 0.-9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIOUAL TAXES
IHI1LRITAHC[ lAIl DIVISION
DlP'. ;&01001
IlAAAISaUIfG. PA 111:a-ObDl
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-22-97
lYE
06-13-96
21 96-0500
CUMBERLAND
101
STANLEY J LASKOWSKI
CALDWELL & KEARNS
3631 NORTH FRONT ST
HBG PA
17110
Al'lount RellH hd
('/
,,)~~~~~~
~~t.
II I . ~~., (I ... ,;, '"
RITA
E
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 ~
ifiv=iS'4"i"Eif"AF:P--iiiF97T"ijoYicEnoF-YNHEififiiiicE-YAirAPPRAisEHEijT~nAL.LOiiiiiicE-O-R---------mm_-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TYE RITA E FILE NO.21 96-0500 ACN 101 DATE 12-22-97
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedula AJ
2. Stocks and Bonds (Schadul. 8)
3. Closely Hald Stock/P.~tn.~shlp Int.~.st (Schedule C)
4. Hartg.gas/Not.. Raceivable (Schedule OJ
5. C.sh/Bank Deposits/Hisc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedul. F)
7. Transfars (Schedule G)
8. Total Assat.
CHANGED
llJ
(2J
(3J
14J
ISI
161
171
94,000.00
.00
.00
.00
480.73
56.480.70
.00
18J
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanse./Adll. Costs/Hisc. Expanse. (Schedule H)
10. D.bts/Ho~tgag. liabilities/Liens ISchedule I)
11. Total Deductions
12. Het Value of rax Ratu~n
13. Cha~itable/Gove~nnental aequests; Non.elected 9113 T~usts ISchadule J)
14. Net Value of Estate Subject to Tax
28,505.66
724 . 16
Illl
1121
113J
114J
('I
IlOI
NOTE: To insu~e p~ope~
c~edit to you~ account,
subnit the upp.~ po~tion
of this fo~~ with yau~
tax pay~ent.
150,961.43
:>g .:>:>g R:>
121, 731.61
.Og
121, 731. 61
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A_aunt of line 14 at Spousal ~at. liS)
16. Anount of Line 14 taxable at Lin..l/Class A ~ate (16)
17. Anount of line 14 taxabl. at Collat.~al/Cla.s a rate (17)
18. P~incjpal Tax Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
09-13-96
RECEIPT
NUHBER
AA146728
DISCOUNT 1'1
INTEREST/PEN PAID I-J
365.20
. IF PAID AFTER OATE INDICATED, SEe REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00 X .00=
121,731.61 X .06=
.00 X .15=
UOJ
AHOUNT PAID
8,OOg.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
7,303.90
.gO
7,303.90
8,365.20
1,061.30CR
.Og
1,061.30CR
IF TOTAL DUE IS LESS THAN SI, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU HAY BE OUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.
._ 0-
-..~~.. --
..,.-.......
RESERYATIONI [shlu 0' d.ud.n" d.,ll~ nIl .., III'nr. 1I.,._hl' II, .'., .. II AnY future Inhrut In Ihl ..llIt. Ie tran,f.rr.d
In po.....lon or .nJo"""1 10 [I... . 11011.t".I' 11..,.' lc III' I.. 0' th. dllud.n' .".1' Ih. ..plnllon of any ..ta'. far
Ilf. or for y..r., ,,'. (n_"",..111I h.,4II,., ..,,'."1., r."'II.' th. rlghl 10 IIPp,.I.. and ...... Iran,'.r Inh.rltanc. Ta...
.t the I",'ul CII... holl.I.,.I) ,.t. on ."., ,"th 'utur. Int.,..t.
_or
NOTICE I
PAYH[HT I
REfUND C CA) 1
O!J(C'10HSI
ADMIN
ISTRATII/[
CORAECTIOH1t
DISCOUNT I
PENAllYt
INfUESTt
To fulfill th. nqul,..~h of hdh", IlilIl ot the 1r1f,.r"enc. end lItet. I.. Act, Act 21 of 1'99!t. C1l P.S.
Section '1)-'0).
n.t.ch the lop "0' linn 0' thl, Nlltlu lIud ,,,fl." with you, "..,unl to the A.gIII.r of Wills prlnt.d on the nller.. .Id..
uK.... chac" or lI"ney ortl.' ....,Mlh 101 REGISTtR or MILLS, AGENT
A refund of . t.. cr.dlt, whlth .... nclt n'tye.led on Ih. ,.. lIaturn. ..y b. requ..t.d by ca.pl.tlng an "Application
'or Refund 0' P.M..,IIl""I. I"he' It.nu IN'd 1.1.'a f.... lilLY-Uti). Appllcetlon. er. evallabl. al th.Dlllca
0' Ih. R.ght.r 0' Willi, "',., 0' II.. n _llIeftYa Uhtrlet OUln', or by celllng the .paclal Z"'-hour
."....rlno urvln ",,_b.,. tor 'a,., ord.rlnOl In Pefv...ylv",,11I l-AOO-3"l-lQ!t0. out.lda P.nn.ylv.ni..nd
..lIh1n ioui It.""hbur, .,.. 11111 III.."". 100. (Ill) "1-11~1 lII..rlng I.p.lrad Only>>.
An.., p.rty In Int.r..t nol ..thtl.d with the '"'11'.I...."t, .lIowance or dl..lIo..anc. of d.ductlon., or .u....ant
of t.. (Includlno dllcount 0' Intar..,I .. .hOtln on thll Notln ...1 abject within .hty '''0) dan of racalpt of
thll Hotlu b..,1
....rltt.n pro'..' '0 the PA O.IIII"..nl 0' M.II.nulI, lo.rd of Appe.ls, O.pl. ZIIOll, Harrisburg. PA
".Iactlon 'a hlv' 'h. ..".r dal.rllned .t lMldlt o' Ih. .ccount o' the pe",on.1 r.p"..ant.Uv.,
uappa.1 10 the Orphan.' Court.
OR
l1Iza-10l1.
OR
r.ctu.1 .rror. dl,coII.rad on thl. .......anl ,hould b. .dd"....d In .."Itlng to: PA O.pa"t..nt 0' R.v.nua,
lur..u of Indlvld\.l.l I".n, AIIHI Po.' '..a....n' Nnla.. Unll, D.pt, 230&01. Ilarrlsbu"g, PA 17123-0601
Phon. (117) 111-.\O~, b. p.g. \ at Ihe boo"lat "In.truellon. far Inharl'anu 'all A.turn fa" . A..ld.nt
D.c.dant" IRlv-t\Oll fa, an ..planatlon o' .deln'.'r.tlvlly corr.ctabla arror..
If an.., ,.. due II p.ld within thr.. CSI ul.nda" aonth. .ftar the d.udent', d.ath, a flv. p.rcant t!iX' dlecount of
tha la. P.ld ,. .1 laved.
fh. i\X t.. aen..I.., non'p.rllclp.tlon p.n.lt.., I. co.pul.d on the tat. I of the t'll and int.r..t .......d, and not
p.ld b.for. J~a'", I', I"'. Ih. ttt., d..., .'1." th. .nd of the t.. .an..ty p.rIOd. fhl. non-p.rtlclp.tlon
p.n.lty ,. APP..lllbla In th. .... .~., and In ,he the .... tl.. period .. you ..ould .pp..1 the tall end intar..t
th.t h.. b..n .....'.d .. Indlc.t.d on thl. natlc..
Inh'.,' h char,ld "aglnnln, wllh flr.t dl., of d.llnquancy, or nln. f') .onth. end on. (1) da.., frol the d.ta of
dulh, 10 th. d.'. at p.y..nt. ,.... which b.c.... d.llnqu.nt b.'o"a JllI'tUlry I, 1981 b..r Int."..t at tha r.ta 0'
.1Il ";(1 p.runl PI' "",,,," calt:ulat.d .1 . dIlly ,.t. of .000Ib.... All t.... which b.ta.. dllinqu.nt on and .ftar
Janu.'y I. 111I1 will h..r In'.r..t et . ".Ie which will lI.ry frol ul.nd..r y.." to c.l.nd.r y..r with th.t rat.
*'"Ot.WtCld by 'h. I'A napert..nt at A....anu.. Ih. appllcabl. Int.r..t r.ta. to" t'932 through 1''93 .1'.'
~ Inla,.., .lIt. 0111 h Inla,..1 ',,,:'or !!!! Inh"e.t Rlt. Ually Int."e" r.ctor
I'll lOX ,000\'" Inl 'X .OOOZ'"
t.U lOX .000"" 1'913-1'9'9i IIX .000501
I"" Iii( .0aU01 I"l 'X .0OOlU
1111\ IU .000)\. ill'95-1''9'' IX .000192
I'" io;( .00011" 1"\- ""3 'X .OOU""
. -Intarnt I. clllc:ul."d .. follow'l
INTEREST . BALANCE or TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"An., Nolle. I..ued .ftlr the ta. b.eo... d.llnquent wlli r.fl.ct an Int.r..t calculation to '1ft.." tiS) d.y.
b..,ond Ih. data D' Ih. ........nt. If p.yaant I. ..d. .fh" the Inllt..t ca.put.tlon date .hawn on the
Notlc., addlllon.a Inl.ra.t .u.t b. c.lcul.l.d.
PAYHENTI
Detach t~ top portIon 0' thl. NotIce and .ubalt with your payaent aad. payable to the na.e and addre..
printed on the rev.r.. .Ide.
If RESIDENT DECEDENT aak. check or aonay order payable tal REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT aaka c~ck or aoney order payabl. tOI COHHONWEALTH OF PENNSVLVANIA.
REFUND (CR), A re'und 0' a ta. cradlt, whIch wa. not raqua.ted on tha Ta. Raturn, aay be r.qua.tad by coaplatlng an
-applicatIon 'or R.'und of Penn.ylvanla Inharltanca and E.tata Ta.- (REV-ISIS). application. ara avallabla at
tha O"lca 0' the R.gl.tar 0' Will., any 0' tha ZS Revenua DI.trlct D"lcI. or 'roe tha DIPart..nt's Z4-hour
an.warlng ..rvlca nuaber. 'or 'ora. ord.rlng: In Penn.ylvanla 1-800-S6Z-za50, out. Ida P.nn.ylvanl.
end within loc.l Harrl.burg ar.. (717) 787-8094, TOOl (717) 172-2252 (H.arlnD lapalrld only).
REPLY Tal au..tlon. ragardlng .rror. contalnad on thl. notlca .hould b. .ddr....d to: PA D.part.ent 0' R.v.nu., Bur.au
0' Individual Ta..., ATTN: po.t A.......nt R.vl.w UnIt, O.pt. 280601, Harrl.burg, Pi 17128-0601, phon.
(717) 787-6505.
DISCOUNT I
I' any tax due I. paId wIthin thr.. (3) cal.ndar aonth. aft.r the dec.d.nt'. death, a flv. percent (5~) dl.count
of the t.. p.ld II allowed.
PENALTY:
The 15~ ta. .~..ty non-partIcipation p.nalty I. coaputad on tha total of the t.x and Int.r..t .......d, end not
paid bafor. January 18, 1996, the flr.t day a,ter the end 0' the ta. a~.ty period,
INTEREST:
Int.r..t I. charg.d beginning with flr.t day of delinquency, or nIne (9) .unth. and one (1) day froe the data of
daath, to the data 0' payaant. Tax.. which becaa. d.llnqu.nt be for, January 1, 1982 baar Int.r..t at the rate of
.1. (6~) p.rcent par ~ calculated at a dally rat. of .000164. All tax.. which b.c..e delinquent on and aftar
January 1, 1982 will bear Intar..t at a rata whIch wIll vary fro. calandar year to calendar y.ar with that rata
announcad by the Pi Depart.ant of R.venue. The appllcabla Int.r..t rate. for 1982 through 1998 ar'l
Y.ar Intarut Rat. Dallv Intarut ractor
Yllr
Intarut Rata
Dally Inter..t factor
1982 20X .OOO5U 1987 9~ .00G2U
1985 I'~ .000458 1984-1991 ll~ .000301
1984 lU .000301 1992 9~ .00G2U
1985 1S~ ,000356 1995-1994 To< .00019Z
1986 I.~ ,000274 1995-1998 9~ .Oa0241
ulntar..t I. calculatad al 'allow. I
INTEREST = BALANCE OF TAX UNPAID X HU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"-Any Notice I..ued aft.r the tax b.co... dlllnquant will reflact en Intarllt calculation to flftaan (5) day.
beyond the at,'of the ...........t. If paYNl't II aade after the Inter..t cOllPUtatlon at, shown on the
Notlca, eddltlonal Intarut au.t be calculatad.
"
PAYMENTt
Detach the top portion of thh Notlc. end sublllt with your pay.ent .ade payable to the na.e and addr.ss
printed on the reverse side.
... Halte check or IIOMY order payable to: REGISTER OF WILLS, AGENT.
REfUHD (eA): A re't.nJ of a talC cr.dlt, which was not requtlsted on the TalC Return, .ay be requested by cc*pleUng en
~Appllcatlon for Refund of P.nnsylvanla Inheritance and Estate Tax~ IREV-1313). applications are available at
the Off Ie. of the Register of Wills, any of the Z3 Revenue District Offices or fro. the Departeent-s 24-hour
answering service nuabers for for.s ordering: In Pennsylvania 1-800-362-Z050, outside Pennsylvania and
within local Harrisburg area 1717) 787-8094, TOO' 1"800-447-3020 IServlce for taxpayers with special
hearing and speaking needs).
Il[PLY
TDI
Due.tlon. regarding errors contained on this notice should be addressed to: PA Depart.ent of Revenue, Bureau
of Individual TalCes, ATTN: po.t Assess.ent Revl... unit, Dept. 280601, HarriSburg, PA 17128-0601, Phone
(717) 787-6505.
DIScotICT:
If any tax due 1. paid .,Ithln thr.e 13) calendar eonths after the decedent"s death, a five percent 15%) discount
of the tax paid Is allowed.
PENALTYt
The 15% tax .-ne.ty non-participation penalty Is coeputed on the total of the tax and Interest asses.ed, and not
paid before January 18, 1996, the first day after the end of the talC a~.ty periOd.
INTEREST:
Interest Is charged beginning .,Ith first day of delinquency or nine 19) eonths and one II) day fro. the date 01
death to the date of payeent. talCes which beca.e delinquent be for. January 1, 1982 bear Inter.st at the rate of
.lx (6%) percent per annue calculated at a dally rate of .000164. All taxes which bec..e delinquent on and alt.r
January I, 1982 ..Ill bear Intere.t at a rate which ..111 vary fro. calendar year to cal.ndar y.ar ..Ith that rate
announced by the PA Depart.ent of Revenue. The applicable Interest rates for 1982 through 1999 are:
V.ar Intarut Rate Dnlly Inter..t Factor Vear Interut Rate Dally Inter..t Factor
1982 20X .000548 1988-1991 \IX .000301
1983 16% .000438 1992 OX ,ooOtU
1984 \IX .000301 1993-19911 n .000192
1985 l:IX .000356 1995-1998 OX .000247
10.. lOX .000274 1999 n .000192
1987 OX .0002117
"-Intar..t 1. calculated a. folIo...:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
".Any Notice I.sued after the talC baco.e. dellnquant .,111 reflect an Inter..t calculation to fIfteen (15) days
beYDRd the data of the assess.ent. 11 pay.ant h .acte after the Interest coeputatlon date shown on the
Notlc., additional Inter..t .,st be calculated.
. .
/5-//0-P
BUREAU OF INDIVIDUAL TA~[S
UII:AIf'NC( tAX DIVISION
O(Pt. zaonl
IIARRISllIfG, PA 1111A-ObOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
G
*
1.,.111111 ai, ..,.,,,
STANLEY J LASKOWSKI
CALDWELL 8 KEARNS
3631 NORTH FRONT ST
HBG PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-20-1999
TYE
06-13-1996
21 96-0500
CUMBERLAND
101
RITA
E
Allount R...itt.d
17110
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To insure proper credit to your Bccount, subllit the upper portion of this forll with your tax p.y..ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'y: i6o;-Ex-AFP-fiiF99Y------iiiiit--iiiHERi'TANc'E-TAif-sTATEH'EtiT-o,,-AC-couNT--it-.ii---------------- -----
ESTATE OF TYE RITA E FILE NO.21 96-0500 ACN 101 DATE 09-20-1999
THIS 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 TA~ DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: OB-24-1999
PRINCIPAL TAX DUE:.._._____._..
6,444.02
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-13-1996 AA146728 322.20 8,000.00
12-31-1997 REFUND .00 l,g61.30-
09-01-1999 REFUND .00 816.88-
TOTAL TAX CREDIT
6,444.02
BALANCE OF TAX DUE
.gO
INTEREST AND PEN.
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
TOTAL DUE
.00
IF TOTAL DUE IS REFLECTED AS A "CREOn" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
PAVtENT;
o.tach the top portion of this Hotlco end .ub.lt with your payaont .ado payabla to the na.. and addre..
prlnt~ on the r.v.r.e .Ide.
If RESIDENT DECt:DENT a.e check or .on.y ord.r payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT aak. check or aoney ord.r payabl. tal COHHONWEALTH OF PENNSVlVANIA.
REFUND (CR); A r.fund of a tax cr.dlt, which wa. not requ..t.d on tho Tax R.turn, aay be r.qu..t.d by co~l.tlng an
wAppllcatlon for R.fund of P.nn'Ylvania I~rltenc. and E.tat. Taxw lREV-1313). Applications are avallabl. at
the Offlca of the Regl.tar of Will., any of the 23 R.v.nue DI.trlct Offlc.s or fr~ tha D.pert..nt'. 24-hour
answering ..rvlco nuabars for for.s ordering: In P.nnsYlvanla 1-800-362-2050, outsld. Pennsylvania
and within local Harrisburg ar.a (717) 787-8094, TOO' 1-800-447-3020 (S.rvlco for taxpay.rs with
.peelal hearing and sp.aklng ne.ds).
REPlV TO;
Quo.tlon. regarding errors contaln.d on this notlc. should b. addres.ed to: PA Dopart.ont of R.v.nue, Bur.au
of lndlvldual Taxu, AnN: POlt ..........nt Rovlow Unit, Oop\. 280601, ttarrhburg. PA 171Z8-0601, phoM
(717) 737-6505.
DISCOUNT:
If any tax duo Is paid within thr.. (3) cal.ndar aonths aft.r tho d.cod.nt., d.ath, a flv. percont (5%) dl.count
of tho tax paid I. al.ow~.
PENAL TV I
Tho 15% tax ..n..ty non-participation penalty Is coaputod on the total of tho tax and Intorost aSlossod, and not
paid before January 18, 1996, tho flr.t day aft.r tho ond of tho tax aan.,ty period.
INTEREST;
Inter.st Is chargod b.glnnlng with first day of d.llnquoncy, or nln. (9) aonths and on. (I) day fro. the data of
d.ath, to tha dato of pav-.nt. Tax.s which beca.. d.llnquont b.for. January I, 198Z boar Int. rest at the rat. of
.Ix (6X) p.rcont per annua calculatod at . dally rate of .000164. All taxol which boc... d.llnquent on and a,tor
January 1, 198Z will b.ar Int.rost at a rat. which will vary fro. cal.ndar yoar to calondar yoar with that rata
announcad by tha PA nopart..nt of Rovonue. The appllCabla Intor.st ratos for 1982 through 1999 arol
Voar Intorost Rat. nally Int.rost Factor
V..r
Intornt Rato
Dally Intorost Factor
198Z ZOX .000548 1988-1991 11% .000301
1983 16X .000418 1992 'X .000247
1984 IU .000301 1993-1994 ]X .00019Z
1985 llX .00035& 1995-1998 'X .000247
198& lOX .000Z74 1999 ]X .00019Z
1981 'X .000Z47
--Intorost I. calculat.d as follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlco I..ued aftor tho tax beCOH' delinquent will r.Uoct an Internt calculation to flft.." US) chly.
beyond tho date of tho asso...ont. If pa~nt I. .ado aftor tho Intorost coaputatlon dat_ shown on tho
Notlc., additional Interost aust be calculated.