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Home My WebLink About96-00532 nn ,--1 :0 en :!lm => c.:-, ,,("1 .,7~ '- ~ I 00 v <..~ , , w "r () -0' (/, -.. )'i;:: 0 n\~\\ , \. / , , CO""ONWI AllII 01 1'1 HHSVl VA"'IA DIPARI"lHI Of' AI VI !rfUI IIUAIAU Of INDIVIDUAl TAlliS orPt. "'hOI tlAIfRlSBUAC, Pi 11111.0.01 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 96-0532 ACN 9811B995 DATE 05-09-9B III.lhlll alf 11.'\1 I~cc'. III ,,' ,,' TYPE OF ACCOUNT IxlSAVINGS o CHECKING o TRUST o CERTlF, '9B JUi~ 12 '~, EST. OF ANTltONV R BITONT! S.S. NO. 197-34-6927 DATE OF DEATH 06-26-96 PI @\JNTY CUMBERLAND MARY B nONTI 48 CENTER OR MONESSEN Cler, PA 15062 CUlT1t .11 h) RENIT PAYNE NT AND FDRNS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 FIRST FEDERAL SAVINGS BANK hilt pro\/Ided the nOPII,t..nt with the Inforoatlon lhted below which hal b..n u..d In calculating the potential I._ dull. Thlllr racord. Indlcat. that at the death 0' the above decedent, you ..er. II Joint owner/beneficiary of thl, account. If you f..l this Infor.atlon i. incorrect, pilla.. obtain written correction frail the financial Institution. attach II copy to thl. for. and r.turn It to the above addr.,.. Thl, account Is ta.ftble In accordanc. with the InheritAnce Tax law. of the Co.eonwealth 10; F......,l"....i.. ON..~iu". .., lo. .,.,...,w,J~) ...1..1.." (;'.1) ,'c,r-t:;t,. COMPLETE PART 1 BELOW . . Accaunt No. 01-44-11B542 . SEE REVERSE SIDE FOR D.te 03-31-95 Established FILING AND PAYMENT INSTRUCTIONS Account Balance Percent Taxable Aaount Subjact to Tax Rat. Potantial Tax Du. 21, 495,21 16.667 3.582.61 ,06 214.96 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE To Insure proper credit to your account, two el) caples of this notice au.t acco.pany your pay.ent to the Register of Wills. Hak. check payable to: "Register of Wills, Agent-, K K NOTE: If tax payaents ar. aad. within thr.. (1) .onths of the decodont's date of doath, you .ay deduct a SX discount of the tax due, Any Inheritance tax due will beco.e delinquent nine (91 .onths after the date of death, Tox PART [!] [CHECK ] ONE BLOCK ONLY A. ~ The above Infor.ation and tax due Is correct. ~l. You .ay choose to re.it pay.ent to the Register of Wills with two caples of this notice to obtain a discount or avoid Inter.st, or you .ay check box "A" and r.turn this notic. to the Register of Will. and an official a.ses..ent will ba Is.ued by the PA Cepart.ent of Revenue. B. c:J The above as.et has been or will be reported and tftX paid with the Penn.ylvanla Inheritance tax return to be fllod by the decedent's repre.entatlve. C. c:J Tho above Infor.atlon Is Incorrect and/or debts and deductions were paid by you. You aust coeplete PART [!] and/or PART [!] below. If you indicat. a diff.rant tax rat.,.pleasa state your relationship to decedant: l>A IJ ~ f-PTIf- R.:..- <'"/..... -r"r-~ OFFICIAL USE ONLY 0 AAF PA DEPARTHENT OF REVENUE PART ~ TAX RETURN - COMPUTATION LINE I. D.t. Est.bli.h.d 2, Account Balance 3. Percant Taxable 4. Amount Subject to Tax 5. Dabt. and Deductions 6. Aaount Taxabla 7, Tax Rate 8. Tax Cua ON JOINT/TRUST ACCOUNTS PART [!] DATE DEBTS AND DEDUCTIONS PAD 1 2 3 4 5 6 7 B CLAIMED OF TAX 1 2 3 K 4 5 6 7 K 8 PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL lEntar on Llna 5 of Tax Conputation) ! . Undar panaltia. of parjury, I daclara that tha conpleta to the ba.t of ny knowladge and ballaf. TAX~~E ~rjX"f.u;_ facts I haya reported aboy. are true, correct HOME ('lJ?t/ I (, 9</-S'7~-3 WORK ("'/~ I ,56J- ss'lS- TelEPHONE NUMBER and ~ GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESS"EHT Mllh llppllubl. Int.r..t h...d on In'ar..tlon ,\JbIIlUad by tha financial Inltltutlon. 1. Inheritance tu blea'" delinquent nln. lonth. ,".r thl dK~t.. dlta at d..th, S. A Joint account I. ,..Rbl. IVln though thl dlcadent', n... va. lidded II . ..II.r 01 convenl.nc.. ~. Account. (Including tho.. hlld balvlen hu,band and vlfal which Ih. dlcadent put In Joint n.... vlthln ana y..r prior to d..th .r. fully t...bla II trln,f.,., !i. Account. nteblhhad Jointly blt".en hulband rand vUa lor. than on. y..r prior 10 d...th .r. not ,...bl., 6. Account. hald by . dlcadent "In trult fa," snalha, or oth.r. .r. tl.abla fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK'. If the Infor..tlon and coaput.llon In tha natle. .r. corr.et and deduction. .t. not baing clalled, pl.c, an "X" In block "A" 0' P.rt 1 0' the "T..pay.r Ra.pon.a" ..ctlon. Slun two copla. end .ub.lt tha. with your chack 'or the aaaunt of ta. to the Ragl.t.r of Will. of the county indlcatad. Ih. PA D.part.ant of Ravanu. will I..u, an official ........nt (For. REV-15~1 EX) upon r.caipt of the raturn fro. tha Ragl.tar of Will.. Z. BLOCK B-1' the ....t .p.clflad on thl. notlca ha. baan or will ba raportad and t.. peld with tha Pann.ylvanla Inherltanc. T.. R.turn ,11.d by the dac.dant'. rapr...nt.tlv., plac. an "X" In block "B" of P.rt I of the "Ia.pay.r R..pon.." ..ctlon. Sign on. COpy and r.turn to the PA napart.ant of R.v.nua, Buraau of Indlvldu.1 t...., napt 210601, Harrl.burg, PA 171ZI'0601 In the .nv.lop. provldad. S. BLOCK C . If the notlc. Infor..tlon i. Incorract end/or deduction. .ra b.lng cl.I..d, ch.ck block "C" .nd c~l.t. Part. Z and S .ccordlng to the In.tructlon. b.low. Sign two copla. and .ubalt tha. with vour ch.ck for the aaaunt 0' ta. payabl. to the Ragl.tar 0' Will. of tha county Indlcatad. Th. PA nap.rt.ant of Ravanue will I..ua an offlcl.1 ........nt (For. REV-154a EX) upon r.c.lpt 0' the r.turn 'ro. the Ragl.tar 0' Will.. TAX RETURN - PART Z - TAX COMPUTATION LINE I. Ent.r tha d.t. the .ccount orlgln.lly wa. a.tabll.h.d or tltl~d In the .annar a.l.tlng .t data of da.th. NOTE: for. d.cad~t dying .,t.r IZ/IZ/IZ: Account. which the dacadant put In Joint n.... within on. (I) y.ar of daath .ra t..abl. fully.. tran.f.r.. How.v.r, thara I. an a.clu.lon not to ..caed 15,000 par tran,far.a ragardla.. of tha v.lue of the account or the nuebar of account. held, If . double ..t.rl.k (x.) .ppa.r. bafora your flr.t ~ In the addra.. portion of thl. notlc., tha $S,OOO ..clu.lon .lr..dy ha. b..n daduct.d fro. tha account balanc. .. r.port.d by tha flnancl.1 In.tltutlon. Z. Entar tha tot.1 b.lanca 0' the .ccount Including Intar..t accrued to the d.t. of da.th. S. Tha p.rc.nt 0' tha accaunt th.t I. t...bla for aach .urvlvor I. dataralnad .. follow.: A. Tha parcant t..abl. for joint ....t. ..tabll,h.d .or. than on. yaar prior to the dac.dant'. daath: 1 DIVIDED BY TOTAL HOHBER DF JOINT DWNER$; E.a~I.: A joint ....t r.gl.t.rad nlVIDED BY TOTAL N.MIER OF X 100 . PERCENT TAXABLE SURVIVJNI: JOINT OWNERS In the n... of the dac~t and two othar p.r.on.. 1 DIVIDED BY 5 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .167 X 100 . 16.7~ (TAXABLE fOR EACH SURVIVOR) B. Th. p.rc.nt ta.abl. for ....t. cra.tad within on. y..r of the dacadant.. daath or account. ownad by the d.cadent but hald In tru.t for anoth.r Indlvldu.I(.) (tru.t beneflclarla,): 1 DIVIDED BY TOTAL NUHBER Of SURVIVINC JOINT OWNERS OR tRUST BENEfICIARIES X 10D . PERCENT TAXABLE [...pla: Joint account raglstarad In the na.e of the decadant and two other per.on. and a.tabll.had within on. ya.r of death by the d.c.d.nt. I DIVIDED BY 2 (SURVIVORS) - .50 X 100 - SO~ (TAXAlLE fOR EACH SURVIVOR) 4. Th. aaount .ubjact to ta. (1In. 4) 1. dataralnad by aultlplylng the .ccount balanc. (1In. Z) by tha parc.nt ta.abla (line 5). S. Ent.r tha tot.l 0' the d.bt. and d.ductlon. II.tad In P.rt S, 6. Th. ..aunt t..abla (line 6) I. d.t.ralnad by ,ubtractlng the dabt. end daductlon. (1lna 5) fro. tha .aaunt .ubjact to ta. (line ~). 7. [..l.... UN ..""...,."1..1.,, 1.11. rat. (11,,_ ;') Of.. u..t...l.-.; ....1"". A. for d.ta. 0' d.ath occurring aftlr 6/50/94, the ta. rlt.. for tran.far. to .pousa. .ra .. follow.: I. Oat.. 0' d.ath on or .ft.r 7/1/94 and b.fora 1/1/95 the r.t. I. S~. Z. Data. of d..th on or aft.r 1/1/95 tran.far. to 'POUII' will b. ta.ad .t O~ ta. r.ta, Nota: for data. of d..th prior to 7/1/94 tran.f.r. to .pou... ara ta.abl. at 6~. a. Tran.fer' to lIn..l duc.ndan" Including fath.r, aother, .on, daughter, gr.ndchlldren, .on-In-law, daughtar-In-Iaw, .t.pchlld and th.lr I..u. .rl te.abl. et .1. p.rcant (6~). C. Tran.flr. to .11 othar. Including brother, .I.tar, uncia, aunt, naph.w and nlec. ar. ta.abl. at flftaen parc.nt (15~). D. If yOU chang. the t.. r.t., pl.... ,plclfy your ral.tlon.hlp to the dac.dant In the .r.a provld.d. 8. The a.ount of ta. due (1lna I) I. d.t.r.lned by aultlplylna the a.aunt ta.abla (11nl 6) by the tall. rata (1lna 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable dabt. and daductlon. ar. datar.lned a. follow.: A. You l.gal1y .re ra.pon.lbla for paya.nt, or the ..t.t. .ubJ.ct to .d.lnl.tr.tlon by a par.onal rlpr..ant.tlv. I. In.ufflclant to pay the d.ductlble It.... 10 You actu.lly paid tha d.bt. aftar da.th of the dac.dent and can furnl,h proof of p.Ylant. C. Dabt. baing clala.d au.t be Ita.izad fully In Part J. If additional .pac. I. n.ad.d, u.. plain p.par a I/Z" x II", Proof of PlYlant alY b. reque.t.d by the PA D.part..nt of R,vlnue. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORHATIDN OR ASSISTANCE, CONTACT ANV REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-B3Z7. TOOl (717) 77Z-ZZSZ (HEARING IMPAIRED ONLY) l~ CONNONWI AL III Of 1" ~N'So'f't VANIA DlPAWINI NI Of' WI VI NUl SUWI AU Of INOIVIDUAI IUI'So DlPI. ;'UbOl IIAMRnSURG, ~A 11118-0"01 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 96-0532 9B118996 05-09-98 UIIHI" tI'II "I IIc!' Ilt "I TYPE OF ACCOUNT Ix] SAVINGS o CIIECKING D TRUST D CERTlF . '9i.J JUil J 2 EST. OF ANTHONY R B1TONTI 5.5. NO. 197-34-6927 DATE OF DEATH 06-26-96 f' I :/17 COUNTY CUMBERLAND PA Gill, 15Galni, j:: REHIT PAYHENT AND fDRHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 DOLORES C 4B CENTER MONESSEN TEGNEUA OR 1'/\ FIRST FEDERAL SAVINGS BANK hili provided tha Oepnrt.ont with tho lnforo.lIon I hhd bololll IlIhlch hili baan ulod In calculating tho potontlal tn. duo. thoir recordl IndIcate thnt nt tho death of the nbovo docedont, you woro a joint owner/banoflclary of tht. account. If you f.ol thil Inforo.tlon I. Incorrect, pl.nlo obtain IlIrltt.n corr.ctlon fro. tho financial Inltltutlon, attach a copy to thl. for. and roturn It to tho abova nddro... Thll nccount II ta.able in nccordance IlIlth the Inheritance la. Lalli' of tho Co..onw..lth ~r P~h...,J.anID. :....U"',. _<01, ~~ r.u1..;~;.'; to, ...lllr'lf (7171 7:.1 ':;~~1. COMPLETE PART 1 BELOW . . Accaunt No. 01-44-118542 . SEE REVERSE SIDE FOR D.t. 03-31-95 Established FILING AND PAYMENT INSTRUCTIONS Account aalanc. Parc.nt Taxabl. Anount Subject to Tax Rat. Potential Tax Dua 21, 495.21 16.667 3.582.61 .15 537.39 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE To inlur. propor crodlt to your account. two 121 copl.1 of thl. notlca OUlt acco.pnny your pay.ont to tho R.glstor of will.. Hak. chock payabl. to: -Register of Wills, Agont-. K K HOTt: If ta. payaont. are aad. within thre. 131 aonthl of the docodont'. date of death, you eay doduct a S% discount of tho ta. duo. Any Inhorltanco tax duo will bocoo. dollnquent nino 1'1 aonth. aftor tho date of d.ath. T.. PART [!] [CHECK ] ONE BLOCK ONLY A. ~ Tho abovo Inforoatlon and ta. duo I. corroct. 1. You aay chooso to ro.lt payaont to the Regl.ter of wills IlIlth two copies of this notice to obtain a discount or avoid Interest. or you aay ch.ck box ~A- and return this notice to the Register of will. and an official all.....nt will bo Issued by the PA D.part.ont of R.venuo. B. c=J The abovo assot has beon or will b. report.d and ta. paid with the Pennsylvania Inheritance Tax return to bo filed by the d.c~dent's roprosentatlvo. C. c=J Tho above tnforMntlon Is incorrect and/or debt. nnd deduction. llIoro paid by you. You .ust co.plete PART [!] and/or PART [!] belolll. If you indicate a differ.nt tax rate, pleas. stat. your r.lationship to decedent: s/'c: ri,Q OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. D.t. E.teblhh.d 1 0.1 - ;,-1-9.5- 2. Account aalance 2 c::ll,~ </....< ..;L.,/ 3. P..c.nt T...bh 3 K/t-&.? , 4. Anount Subj.ct to Tax 4 5. Debts and Deductions 5 6. Anount Texabl. 6 7. T.. R.te 7 K . (it. 8. Tax Du. 8 J. .~~r';:I. pI PAD 1 2 3 4 5 6 7 ,~/.;, vI, 8 AND DEDUCTIONS CLAIMED -0- .~5:(>', [.I PART ~ DATE DEBTS PAID PAYEE DESCRIPTION AMOUNT PAID i I TOTAL (Enter on Line 5 of Tax Conputatlon) I . Under p.nalties of p.rjury, I d.clere that the facts I conpl.t. to the best of n~nOWledg. ~nd belief. t~./ e, //.iq.~1:t./ TAXPAYER SIGNATURE' haYa r.ported aboy. ar. true, correct HOME ~t/) t,N-~7,:U WORK f '$"/~ ) S'bJ;-' g-$"'/ s..- TELEPHONE NUMBER .nd GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAM: ASSESS"EHT with ItPpllubl. Inh'." ,,,...lI on Infor."tlon tubeUtad by the 'In,,"cl.a I"IUtutlon, t. Inherltenu I.. bleu..' delinquent nln. 80nlhl "Ita' Ihe Ilaud"n", dill. of d."th. S. A Joint .,count I. t..abl. liven though Ihe deeed.nt', n".. .... lidded .. " ..tt.r of conv.nlenc.. ft. Accounts (Indudlnv tho.. held b.t....n husband And ..U.) ...hleh Ih. danclant put In Joint n.... within Dna Y..' pr lor to d..th .r. 'ully ,..abla .1 IrRnlf.r,. !.. Account' utoll,had JointlY bah...n hulbftnd Md ..If. aor. t"An Dna y..r prior to d.,.th IIr. not I".lIbl.. .. Account. hald by . dleadant "In tru.t for" anol"er or olhar. IIr. 1"llIbla fully, REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE I. BLOCK A . If the Infor..tlon and coaputatlon In Ih. notlc. ar. corract and d.du~tlon. are not b.lng cl.I..d, pl.c. an -.- In block -A- of P.rt I of the -T..p.v.r R..pon..- ..ctlon. Sign t~o copl.. and .ub.lt tha. ~Ith your chack for tha ..ount of t.. to the R.gl.t.r of will. of tha county Indlc.t.d. Th. PA D.pert..nt of R.v.nu. ~III I..u, an official ........nt Ifora REV'IS48 EX) upon r.c.lpt 0' th. raturn fro. the R.gl.t.r of Will.. Z. BLOCX B _ If the ....t .p.clfl.d on thl. notlc. ha. b..n or ~lll b. r.port.d ftnd ta. paid ~Ith the P.nn.vlvanla Inherltanca te. Raturn fll.d by the daced.nt'. rapr...ntatlv., plac. an .X- In block -B- 0' Part I of the -t..pay.r R..pon.'- ..ctlon. Sign on. copy .nd r.turn to the PA Depert..nt of R.v.nu., Bur.au of Indlvldu.1 t..... D.pt 28DbDI. !tarrl.burg. PA 171Z8'06DI In the .nvalope provided. ]. BLDCK C . If the notlc' Infor..tlon I. Incorr.ct .nd/or d.ductlon. .ra b.lng cl.l.ad. chack block -C- and co.plata Part. Z and ] .ccordlng to the In.tructlon. balow. Sinn t~o copl.. and .ub.lt th.. with your ch.ck for the ..ount of ta. p.v.ble to the R.gl.t.r of Will. of the countv Indlc.ted. th. p~ D.pert..nt of Rev.nua ~III I..u. an offlcl.1 ........nt (for. REV-IS48 EX) upon r.calpt of the raturn fro. the Ragl.tar of Will,. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Entar the data the .ccount originallY wa. a.t.bll,had or tltl.d In the .annar ..I.tlng at data of da.th. NOtEl for a d.cadant dying aft.r IZ/llIBZ: Account. ~hlch the d.cadant put In Joint n.... within on. tl) y..r of daath .ra ta.abla fully.. tran.far.. Ho~av.r, th.ra I. an a.clu.lon not to ..c..d IS,OOD p.r tr.n.fara. rag.rdla.. of the valua of tha account or tha nuebar of .ccount. hald. If a double a.tarl.k (..) a~p.ar' bafor. your flr.t n... In the addr... portion of thl. not lea, the 13,000 a.clu.lon alr.ady ha. b..n d.duct.d fro' the account b.lanc. .. raport.d by the flnancl.1 In.tltutlon. l. Entar the total balanc. of tho account Including Intar..t accru.d to the data of da.th. 3. th. porc.nt of tho .ccount that II ta.abl. for ..ch .urvlvor I. dotaralnad a. follow'l A. tho parcant ta.abl. for Joint a...t. ..t.bll,h.d .oro th.n ana ya.r prior to the d.c.d.nt', d..th: I DIVIDED BY TOTAL NUMBER Of JOINT OWNERS EJlaaplel A Joint ....t reght.red DIVIDED BV TOUl NUHBER OF X 100 . PERCENT "nBlE SURVIVING JOINT OWNERS In tha n... of the d.c.d~t and t~o othar par.on.. B. Th. parcont taMable for ....t. craated within one y..r of the dec.d.nt.. d.ath ar account. awn.d by the dec.dent but held In tru.t for anoth.r IndlvldUaIC.) ttru.t b.nafl~larla')l I DIVIDED BY 1 (JOINT OWNERS) DIVIDED BV l (SURVIVORS) . .167 X 100 . 16.7~ (TAXABLE FOR EACH SURVIVOR) I DIVIDED BV TOtAL NUHBER OF SURVIVING JOINT OWNERS DR TRUST BENEFICIARIES X 100 . PERCENT TAXABLE E.a.plal Joint account ragl.t.red In the n..a of tho dac.dant and two oth.r parlon. .nd ..t.bll.h.d ~Ithln ana y.ar of d.ath by the d.cadant. I DIVIDED BY Z CSURVIVORS' . .SO X 100 . SO~ tTAXABlE FOR EACH SURVIVOR) ,. Th. ..ount .ubJact to tax Clln. ~) I. d.ter.lned by .ultlplvlng the accoUflt balanca tllna Z) bv tha pare.nt taMable Clln. ]). S. Ent.r the total of the dabt. .nd d.ductlon. II.t.d in Part 3. 6. The aaount taMabl. Clln. 6) I. d.t.r.ln.d by .ubtr.ctlng the debt. and d.ductlon. (1lna S) fro. tha a.ount .ubJ.~t to t.M Clln. 4). I. tntar the approprlat. ta. rata ltln. " .. aat.r.ln.o a.low. A. For data' of d..th occurring aft.r 6/]0/94, the taM rat.. far tranlf.r. to .pou... .ra a. follow'l I. Oat.. 0' d.ath on or aft.r 7/1/94 and bafora 1/1/9S the rate I. 3~. Z. D.t., of d.ath on or after 1/1/95 tran.f.r. to .pau... will be ta.ad at O~ ta. r.t.. Not.: far d.t., of d.ath prior to 7/1/94 tran.f.r. to spou... ara t.Mabl. at 6~. B. Tranlfar. to Iln.al dasc.ndant, Including fathar, 80thar, son, daughtar. grandchildren, .0n'ln.law. daughtar.ln.law, st.pchlld and thalr I.'u, ara taMable at .Ix parc.nt C6Z). C. Tran.fer' to all oth.r, In~ludlng broth.r. .I.tar. unci.. aunt, n.ph.w and nlec. are t.Mabl. .t flft.an p.rc.nt tISZ). D. l' you changa the tax rat., pl.... .poclfY your ralatlon,hlp to the dec.d.nt In tho .r.a providad. B. Th. aeount of ta. dua (1lna 8) I. d.t.r.ln.d by .ultlplylng the a.ount taMabl. Clln. 6) bv the t.. rat. (1In. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AIlow.ble d.bt, and daductlon. ara datar.lnad a. follow': A. You lagally ar. ra.ponllble for pav..nt, or the a.tat. .ubJ.ct to ad.lnlltratlon by a p.rsonal rapra.antatlve I. In.ufflclant to p.y the daductlbl. It.... a. You actually paid the debt. aft.r d.ath of the decedant and can furnl.h proof of payeent. C, D.bt. baing clal.ad ault bo It..lzad fully In Part 3. If additional Ip.ce II ne.d.d, u.a plain p.p.r a I/l- x 11-. Proof of paye.nt ..y be raqua.ted by tha PA Dep.rt..nt of R.venue. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFoRHATIoN DR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE DR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-B327. TOOl (717) 772-2252 (HEARING IHPAIRED ONLY) COMMUflWIAt III or 1'["NSYlV^,~I^ [)[PAntMUH or IH.Vl.UUI OUREAU OF INDIVIDUAL TAXES UtPT 280fiOl ttAlUU5UUHO. IlA 1712>>.0601 \' *.. ~ e, . NO. AA 2~) 6 3 r 9 III .".>lXl"'.' PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FRDM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT DOLORES CENTANNI TEGNELIA <;>8118996 121'1.96 48 CENTER DRIVE MONESSEN, PA 15062 rOlDtIEA[ rOlD tl[AE ESTATE INFORMATION: F'LE NUMOER 0-05:32 NAME OF DECEDENT (LAST) 55~-:34-0~27 (FIRST) (Mil 1-'fONT-l-AN-1=HOl\W-R DATE OF PAYMENT POSTMARK DATE S 0/10/lJ1-9S COUNTY TOTAL AMOUNT PAID ~214.96 DATE OF DEATH /. .../ VZ RECEIVEDBY'I!//I, .', , /' ,<,,'" ~) 1(1./ MARY C. LE;Ir 5 j // 1. 1/.7 REGISTER OF WILLS /l.-f'tLl/'" .-t/I'I REMARKS DOLORES CENTANNI TEGNELlA SEAl!:HECKII 2389 m:.GI.~n H OF \'jIL'.S - ' ---- - . _. .___.n ~.-~..1ld.-_..4 r~"V...-1~.~ COMMONW( AllIl Of III NNSVI VA"IU DU'ARtMI N1 01 III VI NIII BUR( AU UI INDIVIDUAl Ull( S Dl PI. :lIObOI IIAPIfISBUPG, IIA IIl:a.nttOI / r //1' __1/ *' ~ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 96-0532 ACN 9811B993 DATE 05-09-98 11'1"1111" I' UI '~il Jd:l 1', EST. or ANTHONY R BITONTI 5.5. NO. 197-34-6927 DATE or DEATH 06-26-96 COUNTY CUMBERLAND TYPE OF ACCOUNT IxJ SAVINGS C CIIECK ING o rRUST o CERTlf. Ill'" q, i I :.',Ij MARY B ITONTI 4B CENTER OR MONESSEN ell" PIC~5D62 '11 I I !I REIIIT PAYIIENT AND fORIIS TOl REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 FIRST fEDERAL SAVINGS BANK hili provldlld the Dllpart_lInt with the Infor.llt1on lI.ted billow which hill b..n uud In calculating the pot.ntlal tax dUll. Th.lr rllcord. IndlCllte that lit the d.ath of th. abovlI dec.d.nt, you ...re a joint own.r/b.neflclary of thl. account. If you f..l thl. Infor_atlon I. Incorr.ct, pl.a.e obtain ..rltt.n corr.ctlon froe the financial In.tltutlon, attach a COpy to thl. for. and r.turn It to the above addr.... thl. account 1. talable In accordanc. with the Inheritance tax Law. of the Co..on..ealth wr r~~;~~I.anlQ. gU.Jtl~~: =~J t; ~;:~~~.d b) ,;111~~ '7:~J lel.e!~l. Dat. Eshbl1shad REVERSE SIDE FOR 05-0B-90 FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELOW . Account Na. 01-00-035621 . . SEE Account aalanc. Pe,.cent T.xable AMount Subjact to Tax Rat. Potential T.. Due 2,079.74 16.667 346.63 .06 20.80 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE To In.ure proper cr.dlt to your account, two eZI copl.. of thl. notice .u.t acco.pany your payeent to the Regl.ter of wills. Make check payablll to: ftRllglst,r of wills, Agllntft. K NOTE I If tax paye.nt. are ead. within thr.. (3) .onth. of the d.c.dent'. date of death, you .ay dllduct a S~ dl.count of the tax due. Any Inh.rltanclI tax du. will b.co.. dllllnqu.nt nln. (9) .onths after the date of d..th. Tox K PART ill [CHECK ] ONE BLOCK ONLY A. IV'! Tho abovo infor.atlo" 8nd tu dUll Is cornct. ~ 1. You aay choo.. to r.elt pay.ent to thll Regl.t.r of Wills with two cop I.. of this notlc. to obtain a di.count or avoid Inter..t, or YOU aay chllck box ~Aft and return thl. notlco to the Raglst.r of Will. and an official .s.....lInt ..111 bll Is.u.d by tho PA Oopart..nt of Revllnua. B. c=J Th. above a...t h.s b..n or will ba reported and tax paid ..Ith the Pennsylvania Inh.rltanc. Tax r.turn to be fil.d by thll dec.d.nt'. r.pr...ntatlv.. C. c=J Thll above Infor.atlon I. incorrect and/or dabt. and daductlons ..er. paid by yOU. You .u.t coepl.t. PART ~ and/or PART ~ b.low. If you lndicat. . diffe,..nt t.. ,.ate, please state you,. ,..lationship to decedent: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART [!] TAX RETURN - COMPUTATION LINE 1. Oat. Establlshad 2. Account Salanca 3. Pe,.cent Taxabl. 4. AMount Subject to Tax 5. Debt. end Deductions 6. A~ount T..able 7. T.. R.t. 8. Tax Du. OF TAX ON JOINT/TRUST ACCOUNTS I ".,.1' -'7,1 2 3 K /?;'Pl 4 5 6 7 K 8 ';;,c-;W,'l'l -j/li,.t3 PAD 1 2 3 4 5 6 7 B CLAIMED -?; PART [!J DATE PAID i;/t: .t.3 ,1)6 ~r.<ro AND DEDUCTIONS DEBTS PAYEE DESCRIPTION AMOUNT PAID I TOTAL tEnt.,. on Lina 5 of Tax Conputation) I . Under panalti.. of pe,.ju,.y, I declare that tha facts I conpl.t. to the b.lt of ny knoNledge and b.lief. ,o~~,('?). dC/~"Ad~ TAXPAYER SIGNAftfJfit have ,..po,.tad aboy. a,.. t,.u., co,.,.ect HOME ('/.21/ > ,?.Y <I-J~"/'? =? WORK (-1/..1' >,'-t.5""- .>.s;;'o;.- TELEPHONE NUMBER GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OrrJClAl TAX ASSESSH[NT wllh "II'IIIc;"III_ Int.r..t ""nil nn Inlnr...tlon sub_lu.d b., the rl",lnchl Inltltutlon. 2, IntI.tltant. ,.. beco... delinquent nine .onlhl ..fl.r the deceden", dftt. 0' cl."th. 1. A Joint account It t.....bl. even thouGh the Ilecettent', ""....... lidded It. " ..thr of convenience. It. Account. I Including Ihos. held b.llil..n hu.bllmJ "nd wl'.1 which the "eced..,' put In Joint 111'..' wllhln Imll .,.", 11,lor to d..th .r. full., '...bl. ., I,.n,'.r.. \, Accoun\. ..tltblhhed Jolnth betw..n hu,bend Mil wlf. lIor. Ihll" Dna 'tut prior to d..th It'. not I"...bl.. .. Atcounh held by . decedent "In tru.t fo," Molhu or oth.,. lue h...bl. full.,. REPORTING INSTRUCTIONS - PART - TAXPAYER RESPONSE I I. BLOCK A - If the Infer..llon end co.pulAtlon In the notlca ~ra corract ftnd deduction, ar. not baing clal..d. plAca ftO "M" in block "A" of Part I of the "l..p.yer R.,pon.a" .actlon. Sign two copl.. nnd .ubalt the. with your check for the ..aunt of ta. to the Ragl.t.r of Will. of the county Indicated. lhe Pi Cepart.ent of R.venu. will I"ue an offlcle. .......ant (For. REY~ls~a [X) upon racalpt of tha raturn fro. tha Regl.ter 0' Will.. 2. BLOCK B ~ I' the a..at .paclfled on thl. notice ha. baen or will be reported and t.. paid with tha P.nnsylvanla Inheritanc. Ta. R.turn filed by tha dec.d.nt', repra..nt.tlv., placa an "X" In block "B" of Part 1 of tha "l..payer Re.pon.a" ..ctlon. Sign ana COpy .nd return to tha PA Dep.rt.ent 0' Revenue, Bur..u 0' Individual la.." Dept lSOflOl, tl.rrhburg, PA 111111'0601 In tha .nv.lopa provld.d. 3. BLOCK C - If tha notlca Infor.atlon I. Incorr.ct and/or d.duction. ara b.lng clala.d, chack block "C" and co.pleta Part. 2 nnd 3 according to tha In,truction, below. Sign two copl.. and .ub.lt th.. with your chack for tha ..ount of ta. payable to the R.gI,t.r 0' Will. of tha county Indlcat.d. The PA Capart..nt of Rav.nu. will I.,ue an o"lclal a..a.,.ent (ror. REV'IS~II [XI upon rec.lpt of tha return froe the Regl.ter of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Ent.r NOTE: the d.t. the account originally wa. a.tabll.had or titled In the ..nn.r ..I.tlng at data of d.ath. For a d.c.dant dying aftar 12/111a2: Account. which tha d.c.dent put In joint n.... within on. (I) y.ar of d..th ara ta.abla fullY a. tran.fe", tlow.v.r, th.re Is en ..clu.lon not to ..cud '3,ooa pu trnn,f.r.e r.gardl... of tha valua of the account or tha nu.ber of account. hald. If a doubla a.tarl.k C..) appa.r. b.for. YOUr 'Ir,t na.a In tha addr.,. portion of thl, notlc.. the 13,aaO a.clu,lon alraady he. ba.n d.duct.d fro. tha eccount belenc. a. raportad by the financial Institution. 2. [ntar the total balenca of tha account Including Intar.st accrued to the data of d.ath. 3. Tha p.rcant of the account that I. te.ebl. for a.ch survivor I, d.t.r.lned .. 'allow,: A. Tha p.rcant te.eble for Joint a,.at. astabllsh.d .ora than ana year prior to the decedanto. daath: DIVIDED BY TOTAL HUMBER OF JOINT OWNERS E.e.pla: A Joint e..at raglst.r.d DIVIDED BY TOTAL NUM!lER OF j( 100 . PERCENT TAXULE SURVIVINC JoIN1 OWNERS In tha naao of the d.cad.nt and two other p.rson.. I DIVIDED!lY 5 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .161 X 100 16.1~ CTAXABLE FOR EACH SURVIVOR) B. 1he p.rc.nt te.able for a.,at. cr.at.d within ona yaar of the d.cad.nto. d..th or eccounts owned by tha docodant but h.ld In tru.t for enothar Indlvlduale.) (trust b.n.flclarle.): I DIVIDED BY TOTAL NUMBER OF SURVIVINC JOINT OWNERS OR TRUST !lENEFICIARIES X loa . PERCENT TAXABLE Exa.plal Joint eccount ragl.tar.d In tha naea of tha d.c.dont and two oth.r parson. Bnd e,tebllshad within one y.ar of d.eth by the d.c.den t. 1 DIVIDED BY 2 CSURVIVORS) . .SO X lOa . SO~ CTAXABLE fOR EACH SURVIVOR) ~. Tha a.aunt sUbJact to tax Cline ~) I. d.tareln.d by eultlplying the account balance Clln. 2) by the p.rcant t..able (lln. 5). S. Ent.r tha total of the debt. and daductlon. II.tod In Part 3. 6. Tha a.aunt tex.ble (line 6) I. detar.lnod by subtrectlng tha debt. and deduction. (1lna S) fro. tha a.aunt subJact to tax (1lna ~). 1. Entar tha approprlata tax rata (line 1) .. detar.ln.d below. A. For d.t.. of daath occurring eft.r 6/10/9~, tha te. rat.. for tran,'.r. to spous.. ere a. follow'l I. Oat.. of death on or aft.r 1/1/9~ end before 1/1/9S tha rat. I. 3~. Z. Oat.. of d.ath on or efter 1/1/9S tran.f.r. to 'pous.. will b. ta.ed at O~ tax rate. ~~: For d.ta. of death prior to 7/1/9~ tran.f.r. to .pouses era t..able at 6~. ~ Tran.f.r. to Iln.al descendant. InclUding fathar, .oth.r, .o~t~grandchlldran. .0n~ln.l.w, daught.r-ln~law. .t.pchlld and th.lr Issua are ta.eble et sl.~t-C6~). C. Tran,f.r. to all oth.r. Including brother. sl.ter, uncle, eunt, noph.w and nloce aro t..able at flftoen p.rcant eIS~). O. If you chenge tha tax rat., pl.... .p.clfy your r.l.tlonshlp to tha dacadant In tho araa provld.d. e. Tho a.ount of ta. dua (llna a) II datarelnad by aultlplylng tha e.ount t..ablo (1In. 61 by tha t.x rate elln. 7). CLAIMED DEDUCTIONS - PART DEBTS AND DEOUCTIONS CLAIMED 3 Allowabla d.bt. and deduction. are dat.r.lned as follows: A. You I.gally era r..ponslblo for p.y..nt, or the altata 'ubJoct to adalnl.tratlon by a perlonal ropr..antatlvo I. Insufflclant to pay the doductlbl. Ita... 8. You ectually paid the d.bt. eftar d.ath of tha d.cad.nt and can 'urnlsh proof of pay..nt. C. Oobt. b.lng cl.l.ed .ust ba It..lzed 'ully In Part 1. If eddltlonal speca I. n.ad.d. us. plain p.p.r II 1/2" x II". Proof 0' p.ye.nt .ay be r.qua.ted by tha PA n.part.ant of R.v.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-B327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) J .., ~_ ..~. '.. .~ . M.. Doh"... C, T.~It.IIR 48 C.nl.. Il. Mlln.....n.l'A 15062.2406 " ) .'1 .1 ~! ,,', I '. ., _',_ .,,1 : "I. . .J I-Cflc - 53.:L r- :<r ~ - ,> a.. :.:._.... 8-6 N uQ"; ~ cu. l' , Ii'!;' ~ a: . " ~' UL4 C..C~Ha.d..,- e.u~~~ ~ /70/.3 .~ .u "~ s.:: ~5 uc.:; \ t('.J\7':!r/7'~7'~~'2. 1",111,..111."..,11"11,,,11...11.1,1,,..1.1.,,1/1 4 :';. ." :"; " ,> . f' ! ~ r I . . ~..r 11 ' ; j.' t, .,.. . II ,I . ~, . , ' ;^' r; .I''!. . ; .~ G~ ~-:;. . r } \' p. " ' . " ., .----' -~".,.. r...- 1-:...~~ i y --"----;-..--...-~. r- -~ \ \ CO""ONWI Al III Of III HNSVl VANtA 01 PARI"' HI Of NI.\,I HUI !lUNI AU Of INDIVIDUAL 'AllI S DIPI. ;oBDIIOI ItARlIlSlUNG, PA 111:'8'01101 * I 'j //j ./1 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 96-0532 9BIIB994 05-09-9B 11.".111111"'" lid' !"it ~ i TVPE OF ACCOUNT Ix] SAVINGS o CIlECKING o TRUST o CERTIF. '9[\ ,1I1 \'1 EST. OF ANTHONV R BITONTI 5.5. NO. 197-34-6927 11^'fE OF DEATH 06-26-96 COUNTY CUMBERLAND DOLORES C 4B CENTER MONESSEN TEGNEUA OR REHIT PAYHENT AND FDRHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 PA Clcl 15062 (:UI-' I, FIRST FEDERAL SAVINGS BANK has provldad tha Dapart..nt with tha in'orutlon listed balow IIhich hu bun u,.d In calculating th. potantlal ta_ du.. Ihalr r.cord. Indlcat. 'hat at the death of the abav. deced.nt, you lIer. a joint ollnar/ben.flclary of thl. account. If you f.el thl, In'ar..tlan ,. Incorract. plaa'l obtain written corr.ctlon fro. the financial In.tltution, attach a COpy to thl. for. and r.turn It to the ftbo~a addr.... 'hi. account i. tawable In accordanc' with thl Inh.rltanc. Ta_ Law. of the Co..onw.alth ..! r.......,I\..t.o..:... :....2':lcr;lO OC,/ bl :n:.lQ1",;;: ~:" :;.::;1~!1'\. t:'l:'1 :'::'-!!!'!1. FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELOW . . Account Na. 01-00-035621 . SEE REVERSE SIDE FOR Dato 05-0B-90 e.toblhhad 10 In.ur. proper credit to your account, two tZ) cop I.. of thl. not Ie. .u.t acco.pany your pay..nt to tha Ragl.tar of Will.. Hak. chack payable to: "Ragl.ter of Wills, Agant". PART IT] 2,079.74 16.667 346.63 .15 51,99 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE Account B.bnca Parc.nt T.xabl. Anount Subjact to Tax R.t. Potanti.l Tax Dua K HaTE: If taw pay..nt. ar. aade within thra. (1) .onths of the dacedent'. date of daath, you aay deduct a S% dl.count of th. taw du.. Any Inharltanc. taw due will beco.. dallnquent nln. (9) .onth. aftar the date of daa'h. Tax K [CHECK ] ONE BLOCK ONLY A. 0 Ih. abo~. Infor.atlon and taw dull It corr.ct. 1. You .ay chooS' to r..lt pay.ent to tha Ragl.tar of will. with two cop).. of thl. notlca to obtain a dl.count or avoid Jnt.ra.t. or you .ay chack bOM "A" and raturn thl. notlca to tho Raglster of Wills and an official a'......nt will ba Is.uad by tho PA Capart..nt of Ra~onua. B. E:J Th. Rbo~. a..at has bean or will b. raportad and ta. paid with the ponn.ylvanla Inharltanco Ta. raturn to b. fll.d by the docadantts rapr..antatlva. C. ~ Th. abo~' Infor.atlon Is Incorract and/or dobt. and daductlon. ~era paid by you. ~vou 'Ult co.plata PART ~ and/or PART ~ balow. If you indicat. a differant tax rat., pl.a,e ,tat. your ral.tionship to dacadant: r::/~-r6R.. OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data E.tablhh.d 1 .,-:<("-9"<<' 2. Account Balanc. 2 3. Parcent Taxebl. 3 X 4. Anount Subject to Tax 4 S. Dabt. and Daductions 5 6. Anount Taxabl. 6 7. Ta. Rata 7 X . CJ b 8. Tax Dua 8 34t./..'3 PAD 1 2 3 4 5 6 7 6 CLAIMED 0- ,-If,.(, .3 ':;tl, & t) PART [!J DATE DEBTS AND DEDUCTIONS DESCRIPTION AMOUNT PAID PAYEE PAID I t : TOTAL CEnter on Line 5 of Tax Conputationl Undar panaltia. of parjury, 1 daclara that the fact. 1 /71ata to tha ba4' .Y knawladg~ and b.lI.f. ~G~'u:0-9/)(-pg a., hay. raported aboy. ara trua, corract HOME (t~Y-) (, ~f/ - Y7~...J WORK ( /;1..,) ,56.5 -J.5 'S" TElEPH NUMBER and GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OHICIAl TAM ASSESSHENT with AllJtllUlhle Inhr..' h"uo on Infor./lllnn lubalthd by U,. tlnanclal Inltltutlun. l. Inheritance ,,,. beeD." d.llnqu~1 nine aonthl IIfl.r the flueden", dat. of fluth. 1. A Joint account I. h..bh IVln lhouyh the dleldanl', nil., "III lidded IU " '/ltt.r 0' conv.nl.nc.. ft. Account. llncludlno tho.. held b.t...." hUlbftnd IInd 1Il1',1 which Ih. dec.dlnt put In Jotnl n..... ..llhln on. yl/lt prior to d..th .r. 'ully ,...bl. .1 trAnI'.r,. S. Accounts utablhhad Jointly b.t...." hUlbllnd and wlf. .or. '''/In on. vur Ilrlor to de..lh tire not ',ullbl.. .. Accounts held by III decadanl "In tru.' for" IInoth.r or olh.r. IIr. '....bl. fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK I . If the Intor..tlon and co.put.tlon In th" notlc. IIr. corr.ct And d.ductlon. ar. not baing clal.ad, placa an ~X~ In block -A~ of Part 1 of tha -fa.pay.r R..pon..- ..ctlon. Sign Iwo cop I.. and .ubalt th.a with your ch.ck for 'h. a.ount of ta. to the R.gl.t.r of Will. of the county Indlcat.d. 1h. PA n.parl..nt of P.v.nu. will I..u. an official ........nt eFor. REY.1S~8 EX) upon rac.lpl of 'h. r.lurn fro. Ih. Ragl.'.r of Will.. Z. BLOCK B . If the ....1 .p.clfl.d on thl. not Ie. hat b.an or will b. r.port.d and t.~ paid wl'h the P.nn.ylv.nl. Inh.rltanc. T.. R.turn fll.d by the d.cadant'. r.pr...ntatlv.. plac. an ~K- In block -B- of Part I of tha -'alpayar R..pon..~ ..ctlon. Sign ana copy III'Id r.lurn to tha PA Oaplrl.anl of R.v.nu.. Buruu of Individual h.... nap' ZBO~OI, lIarr hburg, PA l1UB'0601 In the anv.lop. provld.d. 3. BLOCK C - If tha notlc. Infor.atlon I. Incorr.ct andlor daductlon. ar. b.lng clll..d, chack block ~C- and co.plat. Part. 2 and 3 according to the In.truetlon. b.low. Sign two cop I.. and .ubalt th.. with your ch.ck for the a.ount of tal payabl. to the R.gl.t.r of Will. of the county Indlc.t.d. th. PA O.partaant of R.v.nua will I..u. an official ........nt (for. REV'IS~8 [X) upon rac.lpt of the raturn fro. the R.gl.tar of will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Ent.r the data tha .ccount originally wa. ..t.bll.h.d or tltl.d In the aann.r ..I.tlng a' dal. of daath. HOtEl For. d.cadant dying .ft.r 12/12/82: Account. which the dac.dant put In joint n.... within ona (I) yaar of d..th ara ta.abla fully a. tran.far.. Howav.r. thara I. an ..clu.lon not to ..ca.d S5,OOO par tran.f.r.. r.gardl... of tha valu. of the account or the nuabar of account. h.ld. If a doubla I.t.rl.k (..) .pp..r. bafor. your flr.t n... In the addr... portion of thl. notlc., tha S5,000 a.clu.lon .lr..dy h.. baan d.duct.d fro. tha .ccount b.lanca .. r.porlad by tha flnancl.1 In.tltullon. 2. Entar tha total b.lanca of the .ccount Including Int.r..t accruad to the data of daath. 5. tha p.rc.nt 01 the .ccount thlt I. t...bl. 'or a.ch .urvlvor I. d.t.r.lnad .. follow.: A. the p.rcant t..abl. lor Joint ....t. a.t.bll.hed aor. than on. y..r prior to tha d.cad.nt'. d..lh: DIVIDED BV TOTAL HUMBER OF JOINT OWNERS Enapl.: A joint auat raght.red DIVIDED BV tOTAL HOHBER OF X 100 . PERC[NT TAXABl[ SURVIVING JOINT OWNERS In the na.. of tha d.ced.nt .nd two other par.on.. I DIVIDED BY J (JOtNt OWNERS) DIVIDED BV 2 (SURVIVORS) . .167 K lOa . 16.7iC (TAllABLE FOR EACIl SURVIVOR) B. th. p.rc.nt t..abl. for ....t. cro.tad within on. year of the dac.dent's de.th or .ccaunts owned by the decad.nt but h.ld in trust for anoth.r Indlvldu.I(.) (tru.t banaflcl.rla.): I DIVIDED BV TOTAL HUMBER Of SURVIVING JOINt OWNERS OR TRUST BENEFICIARIES X 100 . PERC[NT TAllABlE [x..pl.: Joint .ccount raglst.r.d In the n... of tha doced.nt and two ath.r per.on. .nd a.t.bll.h.d within an. y.ar of de.th by tha d.c.d.nt. 1 DIVIDED BY Z (SURVIVORS' . .SO X 100 . SO~ (tAXABLE FOR EACH SURVIVOR I ,. th. a.ount ,ubjoct to t.. (1lna 4) I. dat.r.lnad by aultlplylng tha account b.l.nc. (1lna Z) by the p.rc.nt t...bla Cllna J). S. Ent.r the tot.1 of the debt. and daductlons listed In Part 5. 6. Th. ..ount t.x.bl. (1In. 6) I. d.tar.lnad by subtracting tha debt. and d.ductlon. Clln. S) fro. the a.ount subjact to ta. (lln. 4). 7. Ent.r the .pproprllt. ta. r.t. (1In. 1) .. dot.raln.d below. A. For dat.s of da.th occurring .ft.r 6/30/94, tha t.. rat.. for transf.r, to spou.e. .r. .. follow.: 1. Data. of d..th on or .ft.r 7/1/94 and bafora 1/1/9S tha r.t. I. 3%. Z. D.la. of d..th on or .ft.r 1/1/9S tran.I.r. to .pou... will b. ta.ad at 0% tax r.t.. Not.: For dat.. of d..th prior to 7/1/94 tr.n.Ier. to .pou... .ra t...ble .t 6%. c;!.;)Tran.f.rs to Ilna.1 ducandanh Including lather, .oth.r, 'Ol,.~;~~~;-Dgr.ndchlldran, son.lnol.w. daught.r-lnol.w, .tapchlld .nd th.lr I..u. .r. ta..bl. at .1. p.rc (6%1. C. Tran.f.r. to .11 othar. Including brath.r, .I.tar, unci., aunt, nephew and nl.ca .r. t..abla at flflaen p.rcant eIS~). D. If you chang. tha tax rata, pl.a.. .paclfy your r.l.tlon.hlp to the decedent In the .r.a provld.d. a. th. a.aunt of t.. due (1lna 8) I. d.t.r.lned by .ultlplylng the ..ount t...ble (1lna 6) by the t.. r.t. (lln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AllaN.ble dabt. .nd d.ductlon. .r. d.t.ralned ., follow.: A. Vou l.g.lly .r. ra.pon.lble for p.y..nt, or Iha ..t.la .ubj.ct to .d.lnl.tratlon by . par.on.1 r.pr.sant.tlv. I. In.ufflcl.nt to p.y tha d.ductlbl. It.... B. You .ctu.lly paid the d.bt. aft.r da.th 01 the d.c.d.nt and can lurnl.h proof of p.y..nt. C. D.bt. baing cl.I..d au.t b. Itaall.d lully In P.rt 5. If .ddltlan.l .pac. I. noeded, u.. pl.ln papar a lIZ- . 11-. Proof of p.y.ant ..y b. r.qu..t.d by Ih. PA D.p.rt..nt of R.v.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) 7B7-B327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) ~ STATUS REPORT UNDER RULE 6.12 Name 0 f Decedent: .rl., t. \". " ., '-( Date of Death: () (7_1, (1((. '-' r-. ~11 -Iv &'- 4- , Will No. I ~ q (., - ii" ~ 7.- Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes,( No 2. If the answer is NOr state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No x b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No ~ d. Copies of receipts, releasesr joinders and approvals of formal or informal accounLs may be filed with the Cerk of the Orphans' Court and may be attached to this report. I ,{I./t!1{'l~, Ii ~,~ Signature /J./,"",u,'" L. .4i'~;-- Name (Please type or print) Date: ~1'~/yi . .'.~ " p/l (7/~'1 :.Jl.: c: r-n p, ~ ~ ~~ ,~(; 1[..... {""t'<h~'/ /~'I Address 1-1 ''j ( 7/71t ,.If - ~,"'</' '1 Te 1. No. Capacity: Personal Representative ~ Counsel for personal representative (HAH: rmfl AM3) L!Ml4Jetl , "'- ----- -,.- .. , - \ ", , ..- :.......,'.'I:.,':..".,~ M.. lJoIorL..l:, I e"nell. 48 CenlL" 11~r^ 1506Z.Z4116 MonL'Ilwn, oz /- qC; -OS3 ;)-- Recore Rr.: ' ,. ;c 01 \\'ills '98 Jllil " r., Gb Colil" ~ /10/3 <~.,..;- -~ r " " Of',.} ... .... " . ~' F' , ). '. '. , . ' " ,\ .. J ~ .. " ~ ';\ .". , ! ;. , , " ~. ~. '. ~ . I' i', . ~ ~ .f ._-,' --.-, -~' -r-:_~-- r. - " ... ".--'- -~. '- :--- \ 'I , - -' , ~ r ) , . '. . I JRDlJune 3D, 1992/17858 REGIS1'ER OF W1Ll^'i Cumbcrlund Counly Courlhllllsl' One Courthouse Squllre ClIrlisle, PA 17013 NOTICE PURSUANf TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: WILLIAM roo ALDEH. ESO.. RE: Estate of AN1llONY H. BI'IONTI NEW C.WBEHLAND OOHOUGH Estate No.: 21-1996-0532 Date of Decedent's Death: 6-26-96 , Deceased, Lnte of Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if applicable, within two (2) years of the decedent's death, and annually thereafter until administration is completed. is required to file with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative. or attorney. as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel. if any. Accordingly, if the requisite Status Report is not filed by 8-3-98. 19_. you are hereby advised that a request will be submitted to the Court in accordance with Rule 6.12. nULlll (', 'ku.;;v~VYJ r1;>>vd1J;<-r Deputy Register of Wills . Date: 7-1li-9B Distribution to Estate File CERTIFICATION OF NOTICE UNDER RUl,E 5.6(al Name of Decedent: Anthony I3itol1ti Date of Death: June 26, 1996 Will No. Admin. No. 1996-00532 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on September 9, 1996; Name: Joan Beck Bitonti 808 Fourth St. New Cumberland, PA 17070 Address: Notice has now been given to all persons entitled thereto under Rule 5.6 (a) . Date: September 9, 1996 Ui~~t t.~zfL William L. Adler, Esquire ADLER & CLARAVAL 125 Locust Street P. O. Box 11933 Harrisburg, PA 17108 717-234-3289 Supreme Court ID " 39844 Counsel for Personal Rep~tative \0 ~: ~ ," , r::> "'. L'J " !'> ,,) a.: ~\ .J :J 6u COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES UutEAITAHC[ tu DIVISION Dl:Pl. 180ltOl HARRISBURG, PA 17118-0&01 * NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLOHAHCE OR DISALLOHANCE OF DEDUCTIONs, AND ASSESSMENT or TAX ON JOINTLY IIELD DR TRUST ASSETS tn.ad" '" UI.." DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-20-199B BnONTI 06-26-1996 21 96-0532 CUMBERLAND 197-34-6927 9BllB993 Allount Renitt.d ANTHONY MARY 48 CENTER MDNESSEN BnONTI DR PA 15062 d? .?!l. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 R CUT ALONG THIS LINE . ~~ RETAIN LOWER PORTION FOR YOUR RECORDS .... Rifv:i54-B~EX--AFP--(o]i:9~1::---------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-20-199B ESTATE OF BITONTI ANTHONY R DATE OF DEATH 06-26-1996 COUNTY CUMBERLAND FILE NO. 21 96-0532 TAX RETURN WAS: S.S/D.C. NO. 197-34-6927 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FIRST FEDERAL SAVINGS BANK TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS 05-0B-1990 ,- ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE Account Balance Percent Taxable X Amount Subj&~t to Tax Debts and Deductions TalCab1e Amount TalC Rate X Tax Due 2.079.74 0.166 3':6.63 .00 346.63 .06 20.BO TAX CREDITS: PAYMENT DATE 06-15-1998 RECEIPT NUMBER AA29631B 01 SCOUNT (+) INTEREST/PEN PAID (-) .00 ACN 9BllB993 ACCOUNT NO. 01-00-035621 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPFER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." AMOUNT PAID 20.BO BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-16-199B TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. . IF TOTAL DUE IS LESS THAN $1, ND PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE or TNIS FORH FOR INSTRUCTIONS. ) 20.80 .00 2.29 2.29 PURPOSE Of HOTlCEI To fulfill the r.qulre.ent. of Section 21~0 of the Inheritance and [.tate Tax Act, Act 21 of 1995. (72 P.S. E_ctlllM'\ '11"'0.. PA'ntEHT~ Detach t~ top portion of thll Notice end sub.lt with your pay.ent to the Register of Wills printed on t~ r.verle .Id.. ~- Kake c~ck or .on.y order payable tOI REGISTER OF WILLS, ACENT. REFUND (CRh A r.fund of a tax credit, which was not requested on the tax return, .ay b. r.que.t.d by co~..tlng an "Application for Rafund of P.nnlylvanla Inherltanc. end E.tate ,.... CREY-1313). Applications .r. avallabl. at t~ Office of the Reglltar of Willi, any of the 23 Revenue DI.trict Offlc.s or by calling the special 2~-hour answering s.rvlce nuebar. for for.. ord.rlng: In Pennsylvania 1-800-362-2050, out.ld. Pennlylvanla and within local Harrllburg area (717) 787-80~, TOO' (717) 772-2252 IH.aring I.palred Only). OBJECTIONS: Any party In int.rest not latlsfled with t~ appralse.ent, allowanc. or dl.allowanc. of d.ductlons or as'.ls..nt of tax (Including dllcount or Int.rest) a. shown on this Notice .ay Obj.ct within Ilxty (60) days of receipt of this Notice by: ~-wrltt.n protast to the PA D.part..nt of Revenu., Board of Appeal., Dept. 281021, HarriSburg, PA 17128-1021, OR ~-.I.ctlng to have the aatter det.r.lned at the audit of the account of the personal r.pr...ntatlve, OR --appeal to the Orphan.' Court ADHIN- ISTRATJYE CORRECTIOHS: Factual error. dl.covered on thl. ass..s.ent should b. address.d In writing tOI PA Depart..nt of R.v.nue, Bur.au of Individual Ta.es, ATTN: Po.t As.ess..nt Review Unit, DEPT. 280601, HarriSburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the bookl.t "Instroctlons for Inherltanc. Ta. Return for a R.sld.nt Decadent.. CREV-1501) for an explanation of a~lnl.tratlv.ly correctable errors. DISCOUNT ~ If any tax duo I. paid within three (3) cal.ndar .onths aft.r the dec.dent'. death, a five percent 15X) dl.count of the tax paid I. allowed. PENALTY: The 15X tax eone.ty non-participation penalty I. coaputed on the total of the tax and Inter..t al..s..d, and not paid b.for. January 18, 1996, the first day after t~ .nd of the ta. aanesty periOd. This non-participation penalty I. appaalabl. In tho .... ..nnar end In the the .... tl.. periOd as you would appe.l the t.. and Int.r.lt that has be.n ..s....d a. Indlc.t.d on thl. not Ie.. INTEREST: Intere.t I. charged beginning with first d.y of delinquency, or nine (9) aonths and one CI) d.y froe tho d.te of death, to tho d.te of pay..nt. T.... which beca.e delinquent before January I, 1982 bear Int.re.t at tho rate of .Ix C6~) percent per ~ calculated at a d.lly rate of .00016~. All tax.. which bee... dellnqu.nt on or after January 1, 1982 will be.r Int.re.t .t a rat. which will vary froa calend.r year to calendar year with that rate announced by the PA Dep.rtaent of Revenue. The appllc.bl. int.ro.t rate. for 1982 through 1998 are: V.ar Intere.t Rat. Dally Intere.t raetor 1982 19"' 198~ 1985 19.. "-Intarast ZOX 16:( llX 13X 10;': is calculated .OOOS~8 .000438 .000301 .00DlS6 .000274 III follow.: Vear Internt Rate Dally Intera.t factor 1987 9X .0002~7 1988-1991 llX .0oolDt 1992 9X .OOOl~7 1993.1991t n .000192 1995-1998 9X .OO02~7 INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued aftor tho tax baeo..s delinquent will reflect an Int.re.t calculation to flft..n CIS) days beyond the <<bite of the anen.ont. If payaent Is aada aftar tho Interest co~ut.tlDf1 data shown on the Hotlee, additIonal lnt.ra.t .ust be calculated. PlIlPOSE OF NOTICE: To fulfill the requlr...nt. of S.ctlon 2140 of the Inheritanc. and [.tat. Tnx Act, Act 21 of 1995. 172 P.S. PAYMENT: D.tach the top portion of thl' Notlc. end .ub.lt with your pay.ent to the R.gl.tar of Will. prlnt.d on the r.var.. sJda. -- "ake check or .uney order payabl. to: REGISTER OF WIllS, AG[NT. REFUND (CAli A r.fund of a tex credit, which wa. not r.que.ted on the tax r.turn, .ay b. requ..t.d by coapl.tlng an "Application for A.fund of Penn.ylvanla Inheritance and E.tat. Tax" (REV-ISIS). Applications ar. avall.bl. at the O,flc. of the A.gl.t.r of Will., eny of the 2S R.v.nu. ol.trlct Offlc.. or by calling the .p.cl.1 24-hour an.werlng ..rvlce nuaber. for fora. ord.rlngl In P.nn.ylvanla I-SOO-36Z-20S0, out. Ida Pennsylvania and within local H.rrlsburg eraa 1717l 787-8094, TDDI (717) 772-2252 (H..rlng Iap.lred Only). OBJECTIONS: Any p.rty In Int.r..t not .atlsfl.d with the .ppr.I....nt, allowanc. or dl.allow.nc. of daduction. or a......ant of tax (Including dl.count or Int.rast) a. .hown on thl. Notlc. aay objact within sixty (60) days of rac.lpt of this Notic. by: "written prot..t to the PA D.part..nt of R.v.nue, Bo.rd of Appeals, Dapt. 281021, Ilarrlsburg. PA 17128-IOZl. OR --.Iactlng to hava tho aattar dataralnad at tha audit of the account of the person.1 r.pr.santatlv.. OR --app.al to the Orphan.. Court ADMIN- ISTRATIVE CORRECTIONS: factual errors dl.covared on this ass.ss..nt .hould ba addr..s.d In writing to: PA Departa.nt of R.v.nu., Bureau of Individual Tax.s, ATTN: Po.t A.......nt Aavl.w unit, DEPt. Z80601, Herrlsburg, PA 17128-0601 Phone (711) 787-6S0S. S.. page 5 of the bookl.t "Instruction. for Inh.rltanc. lax R.turn for a Ra.ldant Dec.dant" (REY-ISOI) for an explanation of adalnl.tr.tlvaly correctable error.. DISCotJIf: I' any tax due Is p.ld within thr.e (SI calend.r aonths after tho decedent.. death, a five percent (SXI dl.count of tho tax paid I. .llow.d. PENALTY: The lSX t.x ..nasty non-p.rtlclpatlon panalty I. co~t.d on the total of the tax and Inter..t .s.....d, and not paid before J.nuary 18, 1996, the flr.t day .ftar the end of the tax ..no.ty period. This non-p.rtlclpatlon ~nalty I. appe.labl. In the .a.e .annar and In tho the .a.a tl.. p.rlod a. you would appoal the tax and Int.r..t that has bean a..e..ad a. Indicated on this notlc.. INTEREST: Intere.t I. charg.d b.glnnlng with first day of d.llnquency, or nine (91 eonth. and one (I) day froe the d.te of de.th, to the data of pay.ent. t.x.. which b.ca.. d.llnqu.nt b.fore January I, 198Z b..r Intere.t at the rate of .Ix l6XJ percent per annua calculated at a dally rat. of .000164. All taxe. which bec..e delinquent on or after J.nuary 1, 198Z will bear Intere.t at a rate which will vary fro. calendar y.ar to calendar y.ar with that rate announcod by tho PA Dopart.ont of Rovonuo. Tho appllc.blo Int.r..t rate. for 198Z through 1998 aro: Ye.r Inter..t Rat. Dally Interost Factor Yoar Intorest Rato Dally Int.rest Factor 198Z ZOX .000548 1987 'Z .000247 1983 16:C .00US8 IlJ8a-1991 llX .000301 1984 Il:C .000301 1992 'Z .000247 1985 13:C .000356 1995.1991t ]X .00019Z \9" laX .000Z74 1995-1998 'X .000Zit7 --Inter..t Is calculatad .. follow.: INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR --Any Notlc. Is.ued aft.r tho tax bacoe.. dellnquont will refloct an Interost calculation to fiftoon (IS) d.ys beyond tho d.t. of tho .......ant. If paveant I. .ade .ft.r tho intor.st coaputation date .hown on tho Notlc., additional lnt.r..t aust be calculat.d. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~...... . "0". . . ~UREAU Of INDIVIDUAL TAXE~ IHU(RltANCt: lAX DIVISION DrPI. 280601 ItAAAISllIlG, PA Hua.ObOI NOTICE Of INHERITANCE TAX APPRAISEHENT, ALLDWANCE OR DtSALLONANCE or DEDUCTION_. AND ASSESSHENT or TAX ON JOINTLY HELD OR TRUST ASSCTS '11.1"'" "'111.'" MARY 48 CENTER MONESSEN BITONTI OR 10-20-199B BITONTI 06-26-1996 21 96-0532 CUMBERLAND 197-34-6927 9BllB995 Allount He.Hted , ;;~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY , SSNI'DC ACN ANTltoNY PA 15d'2 ..\.' CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V:is4-S-Eif-AFP--io3-:97i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-20-1998 ESTATE OF BITONTI ANTHONY R DATE OF DEATH 06-26-1996 CUMBERLAND COUNTY FILE NO. 21 96-0532 TAX RETURN WAS: S.S/D.C. NO. 197-34-6927 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION 9B118995 ACN ~ FINANCIAL INSTITUTION: FIRST FEDERAL SAVINGS BANK ACCOUNT NO. 01-44-118542 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 03-31-1995 Account Balance Pe~cent Taxable X Amount Subjact to To~ Debts and Deductions Taxable Amount Tax Rate X TalC Due 21,495.21 0.166 3,582.61 .00 3.5B2.61 .06 214.96 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPCR PORTIOH OF THIS HOTICC 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 06-10-1998 DI SCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 214.96 RECEIPT NUMBER AA29630B BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-11-1998 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AfTER THIS DATE, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN Sl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I 214.96 .00 23.41 23.41 R P\.lRPOU or NOTlCEI PAYHENTI AUlItD (eA), To fulfill the re'lUlr"'r'llI of Section 214. of the Inhedtanu nnd Cst.ht '8. Aut, Ac:t 21 of 1'19S. C72 P.S. k!:tlon 9'''0). IMtltCh the top portion of this Notlca end sub. It with your paYllent to the Rellllt.r of Wilb prlntMt on the rev.r.. .... ... KMl._ check or IIOMY archt payable tal REGISTER OF WILLS, ACENT. A refund of . ta. credit, whIch .... not r.qu....d on the tax t.tum, ..y be requested by cCMlPlaUng In "'AppUcaUon for R.fund of Penn.ylvanl. Inheritance end E.tat. Tax" CREY-Ill]). ApplIcation. .t. Bvallable at thl Office of ~ R-el.tar of Wills, eny of the 2:3 R.v.~ DI.trlct Office. or by calling the ,paclol 24-hour answering ..rvlcD nu.ber. for for.. orderlngl In Pannsylvanla 1-800-362.:050, out. Ida PennsYlvania and within local Harrlaburll .t.. (717) 787-8094, TOOl (717) 772:-2252 (H..rlng 1~.lr.d Only). OIJECTJOHSI Any p.rty In Int.r..t nat ..ti.fiftd with the .ppr.I....nt, .Ilowanc. or dl.allowanc. af deduction. or .......ent of t.. (including dl.count or int.re.t) .. .hown on thl. Notice aay abJ.ct within .I.ty (60) day. af r.celpt af this Notice bys --written prat..t to the PA Dep.rtaent af R.v.nue, Board af Appeal., D.pt. 281021, HarriSburg, PA 17128-1021, OR --.l.cting to have the .atter d.hr.lned at the eudlt of the account af the p.r.onal repre..ntaU"., OR --appe.l to the Orphanl9 Court ADHIN- ISTRATlIIE CORRECTlOHSs DISCOlllTz PEHAlTYr INTEREST I Factual error. dlscov.red on this a...Sleent should b. addre..ed In writing tal PA Oepart..nt of Revenue, Bureau of Individual Ta.e., ATTNs Po.t A...sssent R.vi.w unit, DEPT. 280601, Harrisburg, PA 1712&-0601 Phone (717) 787-6505. See page 5 of the booklet "Instruction. for Inherltanc. Tax R.turn far a Re.ldant Decadent" CREY-1S01) for en explanation af &delnl.tr.tlvelY correctable .rrar.. If any t.x due I. p.ld within thr.. (S) c.lend.r aonth. after the dec.dent9. de.th, . fl~e parcent CSX) dl.count of the t.x paid I. allowed. The 15~ t.. 8anI.ty non-partlclpatlan penalty I. coaput.d on the total of tha tax and Int.re.t ....Is.d, and not paid be far. January 18, 1996, the flr.t day aft.r the .nd af the tax eane.ty period. Thl. non-participation penIIl ty is app..labh In the .... .annar and In the the .... U.. per lad a. you would appeal the ta. and Int.,..t that has baan .......d II' Indlcat.d on this notice. Int.r..t I. charged beginning with flr.t day of d.llnquency, or nine (9) ~th. and one C1I day froe the d.t. af death, to the data of pays.nt. '..e. which b.c... d.llnquent before January 1, 1982 b.ar Int.r.st at the rata of .Ix (6~) p.rcent per ennua c.lculated .t a dally rate of .00DI64. All t.x.. which bec..e d.llnquent an or aftlr January 1, 1982 will b.at Inter..t .t a rat. which will v.ry froe callndar y..r to cal.ndar y.ar with that rat. announced by the PA O.part..nt of Rev.nue. the applicabl. Int.rest r.tes for 1982 through 1998 ares V..r lnt.re.t Rate Dally Int.n.t Factor V..r Inter.st Rat. Dally Inter..t Factor 1987 9~ .000247 1938-1991 II~ .0ODSOI 199: 9~ .000247 1993-1994 7~ .000192 1995-1998 9~ .000247 1982 1983 1984 1985 1986 --Int.r..t :a~ lOX lliC n~ IO~ I. calculat.d e. .0DOStla .00041& .000301 .0003S6 .000274 follOMSI INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any MoUe. Issued .fter the tax becoa.. delinquent wlll raflect en Int.rest c.lculaUon to flftaen (5) day. beyond tM data of the ......aant. If payaent Is .acta .ft.r the Int.r..t coaputatlan date shown on the Notlea, IIddltJonal Intera.t .....t be calculated. PIJIIPOS( or NOTICE: To fulfill the r.qulr..ent. of Section Zl~O of the lnherltnnce and t.tftt. taM Act, Act 21 of 1995. 172 P.S. s.ctlon 91401. PAYltEHTl Detach the top portion of this Hotlce and ,ub.lt with your pay..nt to the Regllter of willi printed on the rever.. ald.. .. Make chack or ~y order Ply_bl_ to: REGISTCR OF WILLS, ACENT. REfllCD (CA): I r.fund of . tax credit, which wal not requ..ted on the tax r.turn, ..y be requ..ted by cD~I.tlng an "Application 'or R.fund of Pennsylvania I~rltBnc. and E,t.t. 'ax" (REY-IlI]), Application. at. available at the o,flc8 of the Reallt.r of Wills, any of the Z3 Revenue District Offlc.. or by calling the spacla. Z4ahour answerlnt ..rvlca ~.r. for for.. orderlngl In Pennsylvania 1-800-362-2050, out,lde Pennsvlvanla and within local HarrIsburg .t.. (717) 787-&094, TOO' (117) 772-2252 (H.aring l~alr.d Only). OBJECTIONS I Any party in int.r.lt not latilfl.d with the apprail..ent, allowanc. or dll.llowanc. of d.ductlonl or all.sl.ent of tax I including dilcount or int.r.lt) a. IhoNn on this Notlc. ..y obj.ct within sixty (60) daYI of r.c.lpt of this Notlc. by: "'.written prot.st to the PA o.part.."t of R.....nue, Board of Appeals, D.pt. 281OZl, Uarrlsburg, PA 17128-1021, OR "'..I.cting to h..... the .att.r d.t.r.lned at the audit of the account of the perlonal repr.l.ntatl...., OR ....app..1 to tho Orphanl' Court ADMIN- ISTRATIVE CORRECTIONS: Factual .rror. dllco....r.d on this al'8..a.nt .hould b. addr.s..d In writing to: PA O.part..nt of R.v.nu., Bur.au of Indi...idual 'ax.., AtTN: po.t AI......nt R....lew Unit, OEPT. 280601, Harri.burg, PA 17128-0601 Phon. (717) 787"6505. S.. p.g. 5 of the bookl.t -In.tructlonl for Inh.ritanc. Tax Return for. R.lldent Oec.dent- tREV-1501) for an .xplanatlon of ad.lnl.tr.tl....ly corr.ctabl. .rrorl. DISCOllCT: If eny tax due i. paid within thr.. (3) cal.ndar aonth. .ft.r the d.cad.nt'. d.ath, . fi.... perc.nt 15X) di.count of the t.x paid i. allow.d. PENAL TV: The 15% t.x aan.sty non-p.rticlpation p.nalty i. coaputad on tha total of the tax and int.r..t a.le.lad, and not paid before January 18, 1996, the fir.t day aft.r the end of the tax aan.lty perIod. Thl. non-participation p.nalty i. app.alable In the .... aann.r and In the the .... tl.. p.rlod ft' you would app.al tha tax and Int.re.t that has b..n a.I....d a. Indlcat.d on thl. notice. INtEREST: l"t.ro.t i. charg.d baginnlng with flr.t day of d.llnqu.ncy, or nln. (9) eonth. and one 11) day fru. the data of d.ath, to the data of pay..nt. Tax.. which b.c... dallnqu.nt b.for. January I, 1982 bear Int.r..t at the rat. of .Ix 16X) p.rcent p.r annua calculatad .t a dally rat. of .000164. All tax.. which b.c... d.llnquent on or aft.r January 1, 1982 will bQar Int.r..t .t a rat. which will ...ary fru. cal.ndar y.ar to cal.ndar y.ar with that rata ennounc.d by the PA Oapart..nt of R.v.nu.. The appllcabl. Int.r..t rata. for 1982 through 1998 ar.l Vaar 1nt.ra.t Rat. Dally 1nt.r..t Factor Vear Interast R.t. Oalh Int.rest Factor 1982 lOX .000548 1987 9X .000247 1983 16:( .000U8 1988-1991 l1X .000101 1984 lIX .000301 199' 9X .000247 1985 UX .000356 1993-1994 7X .000l'll 1966 laX .000274 1995-1998 9X .000247 ulntar..t is celculated 01 follow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ....Any NoUn Is.ued aftar the tax bacOllU delinquent will reflect an Interast calculation to flft.en (5) dan bayond the date of the anall.ant. If pay.ant Is aada aft.r the Inter..t coaputatlon data .hown on the Hotlce, additional Int.r..t .u.t ba c.lculatad. -', ~_. ,~ ... ,/' A . I!~#J /./N.t ./\\l"'I'"y' '" J'~I .' .- _ 'JI ~ ~. (r .1, " j '- l.I,,:'h/ ...........:.-... !'. r" W'''l ",. '!~~,.~(. , y' , ,'. IUdJ 11,;: .it':! (\:~,. .!...tn' (.f ' '93 r CI t ~L t.. ~M~ ~~~/~ C~i7~7~r~\ \11,\11'11\\\1111,,11,,1111111'1.11.11'1'11I111"\\\ " ."".~, .J..'i..............,..---.- ':~ . I ! ., " ~ , . . (', -\ '-.f , , , ... J , ~ F . ). '. w \ , ' n . f" , -\ I'..' \ ,- I( ,,,\ . '- I '~,,, ~. .") ~. , . \' -, -,' ,1 p~ t:: ."-- . ~ I . , , r ~' :< \ . " ..--,' -.....,..-.... .-..~ ,~,-"~, ----~---::---.....:III. ~ - ....~ r"~ . .' . , , , -, .'..., .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.28ooo I HARRISBURG, PA 17128.0001 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '* No.AA 32 -1 211 REV,It62 EXIIt.OOI , I i , I 1 I I I I I /- fOlD HERE RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT MARY B1TONTI C')Oll~QOU; c.i'~ (.1 48 CENTER DR1Vl:: MONESSEN. PA 15062 ESTATE INFORMATION: FILE NUMBER FOlOHERE. "'SN 1 rr}-'3I,-6927 (FIRST) (Mil NY R 10/23/1998 COUNTY CUMBERLAND DATE OF DEATH TOTAL AMOUNT PAID '623.41 99 REMARKS MARY BITONT J CW SEALCHECKII 2481 RECEIVED BY ~lA(h' C. LE.WIS REGISTER OF WILLS , '''" flEGIST'.:H CJF' 'NUS I l / r;- / --.-- -------- -..- ---- -..... ... .. - ..-- .,.- -- -- -- - -_.~. -- '- -- - --- - - _._---.- -- - ---- t'" , , I ~. -_I -r~~ --- -. .__n'_-....~.M. t.. ~ -r::~ ~ -. ... ... . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF flEVENUE BUREAU OF INOIVIDUAL TAXES OEPT 280001 HARRISUUflG, PA 17128-0001 .' . ;0< . . No.AA 324212 nEV-Il62EXIIl.", PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT DOLORES C TEGNELIA 0(;1 11 gn~"1 f :.~9 40 CENTER DRIVE MONESSEN. PA 15062 Fo..otiERE ESTATE INFORMATION: FILE NUMBEfl F<X.DHERE " NAME OF DECEDENT (LAST) r: DATE OF PAYMENT 1M II POSTMAflK DATE COUNTY TOTAL AMOUNT PAID '102.29 REMARKS DOLORES C TEGNEL I A cw . . RECEIVED BY .. " " / SEAL CHECI<" 2470 ~j(,ri Y C. Lt:-r.; I S REGiSTER OF WILLS " , / .' , " I' ri~='Cl~~'; TLf~ OF \')iLL~~ ..- _.. _.n____,_ --.. - .--.- ~.. - .- .----- -.-.........M..~ _-~(ul" --1:' ..,. ~. .,. '" .. _. .'~ ._.._.._..._.._.~.--,-. I ! I , I I I COMMONWEAL TtI OF PENNSYLVANIA DEPARTMENT OF nEVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280001 HARRISBURG, PA t7128.0001 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '*' No.AA 324210 REV,II62EXlll,", RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT DOLORES C TEGNELIA nOllEY'<76 123.'. I 40 CENTER DRIVE MON5ESSEN, PA 15062 FOlD HERE ESTATE INFORMATION: FilE NUMBER fOlD HERE -'1 (FIRST) "7 (MI) T DATE OF PAYMENT q POSTMARK DATE COUNTY DATE OF DEATH TOTAL AMOUNT PAID ';23.41 Cw REMARKS DOLORES C TEGNELlI\ 1-,:'=(,IS1['H OF WILLS RECEIVED BY MARY C. L.EwIS REGISTER OF WILLS ,.' SEALCt1ECKII 2400 / ~. .. _..~. ---- ... -_.. --. .~. -.- -- - - -- -- -...... ---~.- ~ .....~. -_. . , . . --. -- ~--- ~..--.....IlQ."", __ [.'T .'1:' ~ -. ..< " . COMMONWEAL TIi OF PENNSYLVANIA DEPARTMEIlT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT28000' HARRlSOURG, PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '* NO. A A 324 209 REV.".. EX I",", RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT MARY il!TONT! (J:\ 1 ~ rl9r.'.1 ",:; ;J9 40 CENTEn DRIVE: MONESSEN, PA 15062 ... FOlD HERE ESTATE INFORMATION: FILE NUMBER 2 -1996-0532 SSN 197-:34-6927 NAME OF DECEDENT ILAST) IFIRST) B!TONT! ANTHONY R DATE OF PAYMENT 10/26119'18 POSTMARK DATE 10/23/1998 COUNTY CUMBERLAND DATE OF DEATH FOlD HERE 1M II TOTAL AMOUNT PAID If.2.29 Cw R~MARKS MARY D! TONT ! f1EG1STEfl OF 'NlllS RECEIVED BY j MARY r.. qi ~jJ S AEGI5TER/bF WILLS -' .... / SEALCHECKII 2',79 , I.' I 'f.'/" /. . /.. .-- ---____ --0__. _________~..., <_ ._----------------------~~----~-~ ,. , . . ----- .- ___1 -~~ . .............l>iI..... _ Co. 1:' PURPOSE OF NOTICE I PAvttEHT: REfUHDCCRh OBJECTIONS: AOKIN- ISTRATlVE CORRECTIONS I DISCOUNT: PENAL TV , INTEREST I i [j l~l. CL" To fulfill thtl requlr..ents of S.ction 21ltO of the Inheritance and Eltate lalC Act, Act 21 of 1995. C72 P.S. SIIctlon 91"CI). Detach the top portion of thll Notice and 1~lt with your pay.ent to the Regllter of Wills printed on the nver.e .Ide. .- Hake check or .oney order payable to: REGISTER OF WilLS, ACENT. A refund of I talC credit, which wal not requelted on tho tex return, .ey be requelted by co~letlng an RAppllcetlon for Refund of Pennlylvanle Inherltanc. and E.tete TalCR IREY-131]). Appllcetlonl are evallable at the OffIce of the Regllter of Will., any of the Z3 Rev.nue Dlltrlct Office. Dr by calling the IPeclal Zit-hour anlwerlng I.rvlce ~er. 'Dr 'or.1 ordering: In PennSYlvania 1-aOO-362-2050, outside PennlYlvanla and within local Harrisburg area (717) 737-a094, 'DDI (717) 77Z-ZZ52 (Hearing lapalred Only). Any party In Interelt not satllfled with the appralse.ent, ellowance Dr dllallowance of deductions or aSlel.-.ot of talC (Including dllcount or Interelt) as lhown on thl. Notice .ay Object within Ilxty (60) day. of receipt of thl. Notice bYI -.wrltten prot..t to the PA D.part..nt of Revenue, Board of App.els, Dept. Z310ZI, H.rrISburg, PA 17IZ3-10Z1, OR ..electlng to have the ..tter d.ter_lned It the audit of t~ account of the person.l r.prelentatlv., OR ..appeal to the Orphans. Court Factual error I dlscov.r.d on thl. ........nt should b. addr.ss.d In wrIting tal PA Dopert.ent of R.v.nu., Bureau of Indlvlduel TalC", ATTN: Post A.......nt R.vlew unit, DEPT. Z30601, Harrisburg, PA 17123-0601 Phone (717) 737-6505. S.. pag. 5 of the booklet Rln.tructlons for Inheritance TalC Return for a R.sld.nt DecedentR CREV-1501) 'or an .lCplanatlon of a~lnl.tretlv.lY correctabl. .rror.. If any talC due I. paid within thr.. (3) cal.ndar eonth. after the d.ced.nt., death, a 'Iv. p.rcent (5%) dl.count of the talC paid I. allow.d. lhe 15% talC ,,",.ty non.p.rtlclpatlon penalty II co~ut.d on the total of the talC and Int.re.t ....I..d, and not p.ld b.fore January 1&, 1996, the flrlt d.y eft.r the end of the talC ..ne.ty period. Thl. non-participation penalty I. appealable In the .a.. eanner and In the the la.e tl.e p.rlod as you would appeal the t.lC and Intere.t that has been .I.....d e. Indicated on thl. notice. Intarelt 11 charged beginning with flrlt day of d.llnquency, or nine (9) .ooth. and one 11) d.y 'roe the date of d.eth, to the date of p.y.ent. lax.. which beca.. delinquent before Janu.ry I, 19&Z bear Intera.t at the tate of Ilx (6%) percent p.r ennu. calculated at . dally rate of .000164. All talC" which bec..e d.llnquent on or .ftlr January I, 193Z will b.ar Intere.t at . rate which will vary fro. calendar year to calendar year with that r.te announced by the PA neparteent of Revenue. The appllclble Int.r..t ratel for 198Z through 199& are: Year lnter..t Rate Dally Inten.t Factor V.ar lnt.reat Rate Dally Int.re.t Factor 193Z 20% .OOOStl8 1937 9~ .000247 1983 16> .000438 19U-1991 Il~ .000301 19.. 11X .000301 1991 9~ .000Z47 1965 UX .000356 199]-19'J4 7X .00019Z 1936 lOX .000214 1995-1993 9~ .000247 "Intera.t I. calculatad al followlI INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR nAny Notice luued after the talC beCOIIU d.Unquont will reflect an Interast calculation to fifteen US) dau beyond the data of the .......ant. If pay..nt I. Bade .fter the Int.re.t coeputatlon date .hown on the NoUca, Bddltlon.1 Intera.t w.t be calculated. .. ' . " ,- P\IIIPOSE Of NOTICE: To fulfill the r.qulr..ants of SectIon 21~D of the Inh.rltance and Eltat_ tax Act, Act 21 of 1995. (72 P.S. Section 9140), PAMNTI Detach tho top portion of this Notice and sub.lt with your pay..nt to the Raglltar of Willi printed on the raver.. .lda. __ "aka check or goney order payable tal REGISTER OF WIllS, ACENT. RUUHD (CAI: A r.fund of . ta. credit, which va. not requestad on the taM r.turn, ..y be requastad by co~l.tlng an "Application for R.fund of Pennsvlvanla InherItance BOd E.tat. 'ax. (REY-IlI3). Applications at. available at the Office of the Raglltar of Willi, any of the 23 Ravenue District offlc.. or by calling the special Z4-hour answarlng ..rvice nu.ber. for for.. ordering I In PennsVlvanla I-BOO-36Z-2DSO, out, Ida Pennsvlvanla end within local Harrisburg .t.. (7171 737-8094, TOOl (717) 77Z-ZZ5Z (H.arlng I~alr.d Only). DBJECTIONS: Any party In Int.r..t not .atl.,I.d Nlth the appral....nt, alloNanc. or dl.allowanc. of d.ductlon. or a..e....nt of tax (Including dl.count or Int.r..t) a. shown on thl. Notice .ay obj.ct Nlthln .Ixty (&01 day. of r.c.lpt of this Notlc. by: --Nrltten prot..t to the PA D.part..nt of Rev.nu., Board of App.al., D.pt. 2810ZI, HarriSburg, PA 17IZ8-IOZI, OR --.lectlng to hev. the .atter d.t.ralned at the audit of the account of the p.r.onal r.pre..ntatlve, OR --app.al to the Drphan.' Court ADHIN- ISTRATIVE ctlRRECTI DHS: Factual .rror. dlscover.d on this as......nt .hould b. oddr....d In Nrltlng to: PA D.parte.nt of Rev.nu., Bur.au of IndivIdual Ta.8', ATTN: Po.t As......nt R.vlew Unit, DEPT. Z60&01, HarriSburg, PA 17128.0&01 Phone (7171 767-6505. See page 5 of the boOkI.t "Instructions for Inherltanc. Ta. R.turn for a R..ld.nt Decedent" (REV-1501) for an ..planatlon of ad8lnl.tratlv.ly correctable .rrors. DISCOllfT: If any ta. due I. paid within thr.e (31 cal.ndar .onths after the d.c.d.nt'. d.ath, a flv. p.rc.nt C5X) discount of the ta. paid Is allo~d. PENAL TV: The lSX tax aana.ty non-participation p.nalty Is coaput.d on the total of the ta. and Interest a..e.s.d, and not paid b.for. January 16, 1996, the flr.t day aft.r the .nd of the taM aane.ty p.rlod. This non-participatIon penalty Is app.alabl. In the .... .ann.r and In the the .... tl.e p.rlod .. you would app.al the tax and Inter..t that he. been a.se...d a. Indicated on thl. notice. INTEREST: Int.re.t la charg.d beginning with flr.t day of d.llnquency, or nln. (9) aonth. and one (I) day fr~ the date of d.ath, to the date of paye.nt. Ta... which b.ca.. dellnqu.nt b.fore January I, 198Z b.ar Int.re.t at the rat. of .1. C6X) p.rc.nt per annua calculated at a dally rat. of .DOOI6~. All ta... Which b.c... d.llnquent on or after January I, 198Z will b.ar Int.re.t at a rate Nhlch NIII vary fro. cal.ndar y.ar to cal.ndar y..r with that rat. announc.d by the PA D.part..nt of R.v.~. Th. applicable Int.re.t rates for 198Z through 1998 are: Vear Intenat Rate Dally Interest ractor V.ar Internt Rate Dally Interest factor 198Z laX ,ODO~6 1987 OX .000lli7 1985 16X .ODOU8 1988-1991 llX .DDDSDI 10.. llX .DDDSDI 199Z OX .ODDZ~7 1985 13X .OODSS& 1991-199~ 7X .DOO192 10" laX .ODOZ7~ 1995-1996 OX .ODOZ~7 --Intere.t is calculat.d a. follow.: IHTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlce is.ued aft.r the taM baco... d.llnquent will r.f..ct an Intere.t calculation to fifteen 1151 day. beyond the date of the a..e...ent. If pay.ent Is .ade after the Inter..t COllputlltlon date shown on the Hotlc., additional Int.re.t IN.t b. calculatoci. /', II) - 1/ BUREAU Of INDIVIDUAL TAXES IHHlRIlAHC[ TAK DIVISION D(pt. 211DbOl tllNRISBLRG, I'" 17118-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * NOTICE Dr INHERITANCE TAX APPRAISEnENT, ALLONAfICE OR DISALLOXANCE or DEDUCTIONS, AND ASSEssnENT or TAX ON JOINTLY UELD OR TRUST ASSETS 'U.lhl II ". 111.91, MARY 4B CENTER MONESSEN BnONTI DR DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-20-1998 BnONTI 06-26-1996 21 96-0532 CUMBERLANO 197-34-6927 9BllB995 Allount Relli Uad ANTllONY R PA 15062 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 ..... R-Ev:i5~B-Ex--AFP--ioi-:97i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-20-1998 ESTATE OF BITONTI ANTHONY R DATE OF DEATH 06-26-1996 CUMBERLAND COUNTY FILE NO. 21 96-0532 TAX RETURN WAS. S.S/D.C. NO. 197-34-6927 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION 9BllB995 ACN FINANCIAL INSTITUTION. FIRST FEDERAL SAVINGS BANK ACCOUNT NO. 01-44-11B542 TYPE OF ACCOUNT. (~SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-31-1995 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 21, 495.21 0.166 3,5B2.61 .00 3,582.61 .06 214.96 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 MONEV ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE 06-10-199B DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 214.96 RECEIPT NUMBER AA29630B BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-11-199B TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . If PAID AfTER THIS DATE, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. . I If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REflECTED AS A "CREDIT" I CRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. , 214.96 .00 23.41 23.41 ) I l: r:L, , PIJRl'OSE Of" NOTICE: To fulfill the r.qulre-.nts of Section 2140 of the InherItance end Elt.te 'aM Act, Act 21 of 1995. 172 P.S. SecUon 9140). PAVJtEHTJ Detach the top portIon of thl, Hotlca and lub.lt with your pay..nt to the Ragll'er of Will, printed on the r...,.r.. IldIi. .~ "aka check or ~y order payable tal REGISTER Of WILLS, AGENT. REFl.IfO(CRh A r.fund of . t.. credit, which was not raqu..tad on the tax raturn, .ay ~ requested by coapl_tlng .n "Application for Refund of P~lylvanl. Inherltene. and E_t,t. Tax" (REV-IJ1]), Applications .t. avallabl_ at the Office of the Raglltar of Willi, any of the 23 Revenue DI.trlct DfflcD. or by calling the specIal 24-hour ansvarlng ..rvlca nu.bar. for 'or.. orderlngl In Pennsylvania 1-600-362-2050, outside Pennsvlvanla end wIthin local Herrlabura at.. (717) 767-6094, TOOl (117) nz-zzsz ""aring I.paired Only). OeJECTIONSI Any party In intara.t not .ati.fled with tha appral....nt, aliowanc. or di.allowanc. of d.duction. or .....s..nt of t.x (Including di.count or int.r..t) a. .hown on thl. Hotlc. .ay obJact within .ixty (60) days of r.c.ipt of this Notlc. byl .-wrltten prot..t to the PA D.part.ent of Ravanua, aoard of Appeals, Dept. Z81021, Harri.burg, PA 17IZ8.IOZI, OR --alacting to have the .attar detar.lned at the audit of tha account of the p.r.onal r.pra.entativ., OR .-appeal to the Orphan.- Court ADHIN- ISTRATlVE CORRECTIONS I Factual errors di.cov.rad on this as..ss.ent .hould be addre..ed In writing to: PA D.p.rt.ent of Rovenue, Buraau of Individual laxes, ATTNt Post A...s..ent Reviaw Unit, DEPT. 280601, Harri.burg, PA 171Z8-0601 Phone (717) 787-6505. Sea p.ge 5 of the booklet Mln.tructlon. for Inheritance Tax Return for a Re.ident Decadent" (REY-ISOI) for .n axplanation of adelni.tr.tlvelY correctable arror.. DISCOUHTI If any t.x due i. p.id within thrae (3) calandar aonths after the d.cadent', death, a five p.rcent (SX) dl.count of tha tax paid I. ailow.d. PENALTY, The ISX tax eanalty non-participation panalty I. coaputed on the total of the tax and intar..t ..,....d, and not paid before January la, 1996, the flr.t day aftar the .nd of the tax .-nasty period. Thl. non-participation pen.lty i. app.alabl. In the .... aann.r and In the the .... ti.. p.riod a. YOU would app.al the tax and Int.r..t that has b..n .......d as Indicated on thl. notic.. INTEREST: Intar..t I. charg.d beginning with flr.t d.y of delinquency, or nln. (9) .onth. and on. (11 day froe the data of d.ath, to the data of pay.ant. Taxa. which bac... d.linquent b.for. January I, 1982 baar Int.r.st at tha rata of .Ix (6~1 parc.nt par annu. calculat.d at a dally rat. of .000164. All t.x.. which b.ca.. delinquent on or a,ter January I, 1982 will bear Int.r..t at a rat. which will vary fru. c~l.ndar y.ar to calendar y.ar with that rat. announcad by the PA Dapartaent of R.venu.. The appliCable Int.r..t rat.. for 1982 through 1998 ar.1 Y.ar Int.r..t Rat. Dally Int.r..t Factor Y.ar Int.r..t Rata Dally Int.re.t ractol" 1942 2'X .000548 1987 9X .000247 1981 'OX .000438 1988-1991 'IX .000301 19M lIX .000101 199Z 'X .000Z47 1985 UX . DOD356 1991-1994 7X .000192 1946 lOX .000Z74 1995-1998 9X .000l47 "-Int.r..t is calculatact .. followS! INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR uAny Notlc. Issued aft.r the tal( baCDllGI d.l1nquant will raUect IN1 Int.r.st calculation to f!ft..n CIS) days bayond the data 0' the an.n.ant. If pay.ent II .ade aftar the Inhrast cOIIPUtatlon data .hown on the Notlca, additional Int.rast au.t ba calculated. /S II;}, -II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '. t _ '* BUREAU OF INDIVIDUAL TAXES INHERITANC[ TAX DIVISION DtPT. Z8D6Q 1 HARRISBURG, Pi 171Z4-D601 NOTICE or INHERITANCE TAX APPRAISEMENT, ALLOMANCE OR OISALLOMANCE or DEDUCTION'L AND ASSESSMENT or TAX ON JOINTLY uCLD OR TRUST ASSETS .(t.IUIU '''In..,. DOLORES 4B CENTER MONESSEN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN R C TEGNELIA DR 10-20-199B BnONTI 06-26-1996 21 96-0532 CUMBERLAND 197-34-6927 9B1l8996 Aoaunt R..1t tod ANTltDNY PA 15062 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-i-EX--Af:P--[oi-=97j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-20-199B ESTATE OF BITONTI ANTHONY R DATE OF DEATH 06-26-1996 COUNTY CUMBERLAND FILE NO. 21 96-0532 TAX RETURN WAS. S.S/D.C. NO. 197-34-6927 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 9BllB996 FINANCIAL INSTITUTION. FIRST FEDERAL SAVINGS BANK ACCOUNT NO. 01-44-11B542 TYPE OF ACCOUNT: (lO SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-31-1995 Account Balance Percent TelCab1e X Amount Subject to Tex Debts end Deductions Texab1e AmDunt Tax Rete X TelC Due 21, 495.21 0.166 3,5B2.61 .00 3,5B2.61 .06 214.96 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 06-10-199B RECEIPT NUMBER AA296309 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 214.96 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-11-199B TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE o IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . IF TOTAL DUE IS LESS THAN $1, NO PAYNEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) '\ 214.96 .00 23.41 23.41 PURPOSE or NOTICE r PAMHT: REf~D (CR), " To fulfill the requlre.ents of Section 21~0 of the Inheritance and [stat. Tax Act, Act 21 of 1995. (72 P.S. Section 91~O). Detach the top portion of this NotIce end sub.lt with your pay.ent to the Register of Wills printed on the reverse .Ide. -- "-ke check or .oney order payable to: RECISTER OF WILLS, ACENT. A refund of a tax credIt, which was not requ.st.d on the tax return, .ay be requ.sted by coepletlng an -applIcation for Refund of PennsYlvania Inheritance and E.tate Tax- CREV-1313). applications are available at the Office of the Register of Wills, any of the 23 Revenue DI.trlct Office. or by calling the special 2~-hour answering service nuabers for for.. ordering: In Pennsylvania 1-800-36Z-Z050, outsIde Pennsylvania end within local Harrisburg area (717) 787-809~, TOOl (717) 772-2252 CHearlng I.palred Only). OBJECTIONS, Any party In Interest not .atl.fled wIth the appral.e.ent, allowance or dl.allowance of deductions or a'.es'.ent of ta. (Including discount or Interest) a. shown on this NotIce .ay Object wIthin sIxty (60) days of receipt of this Notice by, --wrItten protest to the PA Depart.ent of Revenue, Board of Appeals, Dept. 281021, HarriSburg, PA 17123-1021, OR --electing to have the .attet detet.lned at the audit of the account of the personal repruentatlve, OR --appeal to the Orphans. Court AOftIN- ISTRATlYE CORRECTIONS: DISCOUNT: PENALTY, INTEREST: Factual errors discovered on this alsess.ent should be addrelled In writing to: PA nepart.ent of Revenue. Bureau of Individual Ta.e., ATTN: Post A.sess.ent Review unit, DEPT. 280601, Harrisburg, PA 171Z3-0601 Phone (717) 787-6505. See pege 5 of the booklet -Instructions for Inheritance Ta. Return for a Resident Decedent- (REV-ISOl) for en e.planatlon of a~lnlstratlvely correctabl. .trors. If any tax due Is paid within thr.e C31 calendar .onths aft.r the decedont.s death, a five percent (5%) dIscount of the tax paId Is allowed. The l5X tax a.nesty non-participation penalty I. c08puted o~ the total of the tax and Intorest alseSled, and not paid be fate January 18, 1996. tho first day aftor the .nd of the ta. a~.ty periOd. Thl. non-partIcipation penalty I. appealable In the .... .anner and In the the sa.e tl.e ~rlod a, yoU would appeal the tax and Intere.t th.t has been .,.e.sed a. Indicated on this notice. Interest I. charged begInning with flr.t day of d.llnquency. or nine (9) .onths and one 11) day froe the date of death, to the date of pay.ont. Ta.es which beca.e delinquent before January 1, 198Z beat Inter..t at the rate of .Ix C6%) p.rcent per annue calculated at a dally tate of .0001~. All ta.es which boca.. delinquent on or aft.r January 1, 1982 will b.ar Int.r.st .t a rate which wIll vary fro. calondar y.ar to c.lendar y.ar with that rate announced by the PA nepart.ent of R.vonue. The applIcable Int.rest rate. for 1982 through 1998 ar.: Year Interest Rate Dltlly Inter..t Factor Vear Intere.t Rltt. Dally Interest Factor 198Z ZOX .ODD5tt8 1987 9X .000Z~7 1983 16X .000~38 1988-1991 11X .000301 1984 11X .000301 1991 9X .000Z~7 1985 13X .000356 1993.199~ 7X .000192 1986 10" .000Z7~ 1995-1998 9X .0002~7 --Inteto.t I. calculated as follow.: INTEREST = BALANCE or TAX UNPAID X NUNBER Dr DAYS DELINQUENT X DAILY INTEREST rACTOR --Any Notice Issued after tho talt bocoe.. delinquent will reflect an Interest calcul.tlon to fifteen US) day. beyond the date of the Itsso.._ent. If pay.ent Is .ade .fter tho Inter..t co~ut8tlon date shown on the Notice, additional Intere.t aust be calculated. PA't'ttEHTt D.tKh the top portion of this Notle:e and sublllt with your payeent .ade payable to the nUe and Itddreu printed on the reverae aide. If RESIDENT DECEJl[NT a.. chack or aoney ord.r payabl. tal REGISTER OF WILLS, AGENT. If HOH-RESIJl[NT D[CEDEHT .ako chack or eonoy order payabl. to: C0Hl10HWEALTH OF PENNSYLVANIA. RtFlJCD ICRh " nfund of . tal( crodlt, which ..as not roquosted on the T.. Return. ..y be r.q\Histad by coepl.tlng an "Appllc.tlon for R.fund of Penn.ylvanl. Inh.rltanc. and [.tat. T..- IREY-1313}. Appllc.tlons .r. .vollabl. .t the Offlc. of the AIgI.tor of Will.. any of tho 23 R.venue DI.trlct offlc.. Dr fro. the Dapart.ent.s 2~-hour an.warlng ..rvlce nu.b.rs for for.. ord.rlnG: In P.nn'YlvAnla 1-800-36Z-2050. out.ld. P.nn'Ylvanl. end within local H.rrlsburg .r.. (717) 787-8094, TOOl (7I7J 77Z-2ZS2 IH.orlng I~alr.d only). REPLV TO: Question. regarding .rror. contaln.d on thl. notice .hould b. .ddr....d to: VA D.part..nt of A.venu., Bureau of Individual T...., ATTN: Po.t A.......nt R.vlow unit. Dept. Z80601, Harrl.burg. PA 171Z8-0601, phone 171l} 787-6505. DISCotIfT: If any t.. due I. P.ld within throe (3) c.londar .onth. .ftor the decedent.s d.ath. a flv. porcont 15~J discount of the t.. paid I. allowed. PEHAL TV: Tha 15% tax aene.ty non-partlclp.tlon pen.lty I. co~t.d on the total of the t.. and Inter..t .s.os.od, and not paid b.foro Janu.ry 18, 1996. tho flr.t day after tho end of the tax a~e.ty p.rlod. INTEREST: Int.r.st I. charg.d boalnnlng with flr.t day of d.llnqu.ncy, or nln. (9) eonths and on. (1) day fro. tho dato of death, to the date of pay.ont. T.... which b.ca.. d.llnquent b.for. January 1, 198Z boar Intore.t .t tho r.t. of .1. (6X) porcent p.r annue c.lculot.d at . dally rat. of .000164. All ta..s which b.c... delinquent on and after January 1, 198Z will b.or Int.rest at a rat. which will vary fro. calendar y.ar to c.l.ndar year with that rate announced by the PA Deportaent of Revenue. The applicable Inter.st rat.. for 1982 through 1999 are: Vear Interut Aate Dally Interest Factor V.ar Interest R.te Dally Int.r.st Factor 1982 ZD~ .000548 1988-1991 11:( .000301 1983 16:C .000438 1992 9~ .000247 1984 1l~ .000301 1993-1994 7~ .000192 1985 13:( .000356 1995-1998 9~ .000247 1986 1O~ .ODD274 1999 7~ .000191 1987 9~ .000247 ..Int.r..t I. calculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notice Issued .ft.r the tax b.co... delinquent will r.flect an Int.r..t calcul.tlon to fifteen liS) dayS beyond the date of the ........nt. If poveent I. .&de after the Int.rest coeputatlon date 'hown on the Hotlc., additional Int.r.st aust be calculated. PiYtEHTI ....ch ,ho 'op portion of .hls Hotlc. """ ._1' wl'h ...., p...on' ..d. p..obl. '0 tho .... end ....r... printed on the revers. side. 11 RESIDEHI DECEDEHI .... chock 0' ...... o,d.r p...bl. '0: REGISTER OF WILLS. AGENT. 11 HOIf-RESIOEHT DECEDEHT .... chock 0' ...... ard.. p..obl. '0: COMMONWEALTH OF PENNSYLVANIA. REf"'" (au: . ..fund of . to. cndll. which w.. no' ,.",,,'.d on ,ho to. R.'u,n. ... .. ,........d b. coopl.tln. on .Appllc..lon fa' R.fund of p.....lvonl. Inh.rl'onc. end E.'.'. T... (RE.-ISIS'. lppllc.'lonl .,. ...llobl. .t .ho Dfflco of .ho R..I..., of Hili.. on. of ,ho '5 R...nu. OI..,lc' Dfflc.. 0' f'oo ,ho O.p.,.oon". ..-boO' "lw.,lng ..,.Ic. nuobo" fo' for.1 o,d.rlng: In ..oo..I..nl. 1_.0._5.,_.050. aU'lld. p.OOI.I.onl. BOd within local HarrisbUrg area (111) 187-8094, TDDI (711) 77Z-ZZ5% CHearlng I~alred only). REPLY 10: ...1.lon. r...,dln. .rro" con..lnsd an ,hl. no'lc. .hould b. ..d'.I..d '0: P' D.p.,...n' of R...nu.. .u,..U of Indl.ldU.1 T..... 'T1H: POlt ..I.....n. R..I.w Unl', D.p'. ....01. Hnr,llbU'.' P' 171,.-0..1. phono (717) 787-6505. DISCOUHl: If on. t.. duo I. p.ld wl'hln 'h". (5' c.l.nd.r .on'h' .,.., .h. d.c.don", d..'h, . fl.. p.,c.n' ISZ' dllcoun' of tM ta. paid Is allowed. PENALTY: lh. ISX t.. ....... non_p.r.lclp..lon pon.I.. I. casou'.d on .h. '0..1 of ,h. ... .nd In'.'''' ..I....d. end no' paid b.fore January 18, 1996, the first day after the and of the ta. a~.ty period. INTEREST: In'''''' I. cho,..d b.olnnln. wl'h fl," d.. a' d.lln....nc.. 0' nln. I" .on'h. ond on. (I'd.. fro' ,h. d." of d...h. '0 tho d.'. of p....nt. T.... which b.c... d.lln....n' b.far. Jonu." I. I'.' ..., Int.r..' .. ,h. ,... of .1. (.Z) p.,c.n' p., annuo c.lcul...d .. . d.ll. ,... of .0.01... .11 ....1 which b.c.'. d.llnqu.n' on .nd .f',' Jano." I. I'.' will b.., In..,.I' .. . ,... which will.." f'o' c.l.nd.r ..., '0 c.l.nd., ..., wl'h .ho' r.'. onnaunc.d b. ,h. PA D.P.,...n' of R...nu.. lho .ppllc.bl. In..r.I' ,.'.1 fo' I'.' 'h'Oug- 199' .r.: V.ar Int.re.t Rate DallY Intllrast Factor Year Interest Rate DailY Interest Factor 198Z ,'Z .000548 1988-1991 111:: .000101 1981 I.Z .000418 199% .. .000%47 1984 IIZ .000101 1991-1994 7X .00019Z 1985 ISZ .000156 1995-1998 .. .000%47 1986 lOX .000Z74 1.99 7X .00019% 1981 OX .000241 __Int.rast II calculated al follows: INTEREST = BALANCE or TAX UNPAID X NUMBER or DAYS DELINQUENT X DAILY INTEREST FACTOR --An. Ha'lc. Illuod .,.., .h. ... "co'.1 d.llnquon' will ,.fl.c' on In..,.I' c.lcul..lan '0 flf'oon (IS) d... ...ond .ho da" of .ho .......on.. 11 p....n. I. ..da .ft., ,ho In...... c..-..tlon d." ....... on ,ho Hotlce, ~ltlonal Intera.t au.t be c.lcul.t~. / ' ) . (' / .' II (, '* COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT 1'1_11.,111""1.'" BUREAU or INDIVIDUAL TAXES INlItRIUNCf laX t1IVI5IUH IM.!'I. lllDhDl UARJlISIIJtG, ,'A HUII-ObOI HARY 4B CENTER MONESSEN BnONTl DR DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-14-199B BnONTl 06-26-1996 21 96-0532 CUMBERLAND 9BllB995 ANTllONY Allount Re..itt.d l PA 15062 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To Insu~. proper credit to your account, sub. it the upper portion of this for.. with your tax pay..ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:i60j-Eir-Aj:p--C03:97y------...-iHHERITANCE-TAx-s;'iiTEHENT-OF'-A'i:"coiiiiT--il-..------m------ - ----- ESTATE OF BITONTl ANTHONY R FILE NO. 21 96-0532 ACN 9BllB995 DATE 12-14-199B THIS STATEHEHT IS PROVIDED TO ADVISE or THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-13-199B 214.96 PRINCIPAL TAX DUE ......- PAYMENTS (TAX CREDITS): PAYMENT DATE 06-10-199B 10-23-1998 RECEIPT NUMBER AA29630B AA324211 DISCOUNT (+) INTEREST/PEN PAID (-) .00 23.41- 214.96 23;41 AMOUNT PAID TOTAL TAX CREDIT 214.96 BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN SI, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I R .00 .00 .00 PAvtCENT: D.tach the top portion of thl. Notlc. and sub.lt with your pay.-nt .ad. payabl. to the na.e and oddr4I" prlnt.d on the rev.r.. .Ide. If RESIDENT DECEDENT .ak. ch.ck or .an.y ord.r payable to: REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT .ak. check or .ooey order payable tOI COHHONWEALTH OF PENNSYLVANIA. REFUND ICR): A r.fund of . tax cr.dlt, which wa. not r.que.ted on the Tax R.turn, .ay be reque.ted by coapl.tlng an "Appllcatlnn for R.fund of Penn'Ylvanla Inheritance end E.tata TnK" (REV-13I3). Application. ar. available at the Office of the Register of Wills, any of the 23 R.vanu. District Dfflca. or fro. the Depart..ntt. 24-hour an.werlng ..rvlce nuaber. for for.. ord.rlng: In Penn.ylvanla 1-800-362-2050, outs Ida Pennsylvania and within local Harrisburg araa (717) 787-8094, TOOl (717) 772-2252 (Haarlng Iapalred onlyl. REPLY TO: au..tlon. ragardlng errors contalnad on this notice .hould be addr.s.ed to; PA Oapart.ant of Ravenu., aur.au of Individual TaKa., ATTN: Po.t As.a...ant Review unit, Dept. 280601, Harrl.burg, PA 17128-0601. phone (711) 787-6505. DISCDlJIT: If any taK due Is paid within thraa 131 calandar eonth. after the dacedent's death, a flv. percent (5X) dl.count of the taK paid I. allowad. PENALTY: The 15% tax eana.ty non-participation penalty I. co.puted on the total of tha tax and Interest asses..d, and not paid bafor. January 18, 1996. the flr.t day .ftar the end of the taK eanasty period. INTERESTs Inter..t I. chargad beginning with first day of delinquency. or nln. (9) .onths and ona (1) day fro. th. det. of ~ath, to the date of pay.ent. TaK.' which bee... delinquent before January I, 1982 baar Int.r..t at the rate of six (6%) percent per annua calculated at . dally rate of .000164. All taKes which bac..e dellnqu.nt on and after January 1, 1932 will b.ar Interest at a rat. which will vary froe calendar year to calandar yaar with that rate announcad by tha PA Oapart.ant of R.vanue. 'he appllcabla Int.rast rata. for 1932 through 1999 ar.: V.ar Int.r..t Rate DailY Intarast Factor Vear Int.rast Rate Dally Int.rest Factor 1932 20% .000548 1988-1991 11% .000301 1983 16;( .000433 1992 O~ .000241 10.. lU .000301 1991-1994 n .000192 1985 13% .000356 1995-1998 O~ .000247 1986 la~ .000274 1999 n .000192 1987 O~ .000247 .-Intar..t I. calculat.d a. follow.: INTEREST : BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any NotIce I..ued after the taK b.co.e. delinquent will r.fl.ct an Intar..t calculation to flft.en liS) day. ~yond the date of the a.......nt. If payaent I. .ad. after the Int.r..t co~tatlon date shown on the Hotlce, additional Jnt.rest .ust b. calculated. PAYHEHh n.tach the top portion of this Hotlc. and sub.lt with your pay..nt .ad. payable to the na.e and addres. printed on the r.~ers. sid.. If RESIDENT DECEDENT .ake check or .oney order paYable to: REGISTER OF WILLS, AGENT, If HOH~RESlnENT DECEDENT .ake check or .oney ord.r payable to: COHHONWEALTH OF PENNSYLVANIA, REfUND (eA): A refund of a tax credit, which was not request.d on the Tax Return, .ay bo requelted by co.pl.tlng an ~Appllcatlon for R.fund of PennSYlvania Inheritance and E,tate Tax. (REV-131]), Application' are avallablo at the Office of the Regl,t.r of Willi, any of the 23 Rovenue District Offices or fro. the Depart.ent', Z~-hour answering service nueberl for for., ord.rlng: In P.nn.yl~ania 1.800.362-2050, outside Pennsyl~ania and within iocal HarriSburg ar.a (717) 787-8094, TOO. (717) 772~225Z CHearlng l.paired only), REPLV TO: Questions regardlna .rror. contaln.d on this notlc. should b. addres.ed to: PA n.part..nt of Revenue, Bur.au of Indl~ldual Tax.., ATTN: POlt Ass.s..ont Rovl.w unit, Dopt, 280601, Harrl'burg, PA 17128-0601, phono (717) 7&7.6505, DISCOUNT: If any tax duo I. paid within throo (3) cal.ndar .onth. aft.r the docodont's d.ath, a fi~o porcont (5X) discount of the tax paid I' allowod, PENALTV: The 15X tax aeno.ty non.partlclpatlon ponalty II co.puted on tho total of tho tax and Int.r..t a.so.s.d, and not paid b.for. January 18, 1996, tho first day aftor tho ond of the tax aenosty porlod. INTEREST: Int.re,t I. charged boglnnlng with first day of dollnquency, or nino (9) .onth. and one (1) day fro. tho dato of death, to the date of payeont. Tax.. which boca.o d.llnquent bofor. January I, 1982 boar Int.r..t at tho rat. of six (6X) porcont per annue calculatod at a dally rate of .00016~. All taxos which boca.. dollnquont on and aftor January 1, 198Z .,111 boar Intorest at . rate which .,111 vary fro. calondar yoar to calondar yoar with that rat. announcod by tho PA n.part.ont of Ro~onuo. Tho appllcablo lntor..t rat.s for 1982 through 1999 aro: Voar Int.r..t Rate Dally Intorost Factor Voar Intorost Rato Dally Intorest Factor 1982 20X ~000S4a 1988~1991 I1Z .000301 19n 167. .000438 1992 9Z .000247 19.. HZ .000301 1993~1994 7Z ~000192 1985 13Z .000356 1995.1998 9Z .000247 1986 10% .000274 1999 n .000192 1987 9% .000247 --Int.ro.t I' calculated a, follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR uAny Notice Issued aft.r the tax boco... delinquent will nfloct M lnt.rost calculation to fifteen liS) dllys beyond tho date of tho 1I"."..nt. If pay..nt I. .ade after tho Int.r..t coeputatlon data .hown on tho Notice, additional Internt .ust be calculatod. ~I, '~" t. ,,' i' w .. lC~U) U":lC Wo.g %~., Uo.Ol 0. " :':... - /1-.1, -. /I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . CCVI,I;-";'t\!';llll ,f p{,,'j;j\lVA'.,A U iWHl,.lt ~,I (I IW,I',l'l [:11'1 :'r\'k,l! I\AW~19i'J;,~ PI, ,,.,;,,,(,,11 I~ ,I ['I ~1 " t,I'.'t 1\ A',I '111',1 ,IJ,:IIJ 1:11, ,';,1,11 I <M .l>~. t~.1 t, ....1.''''' .....~I I- Z W C W U W C FlE HUMBER ) I (I t.- !,-, ..:3 ,..1-- r""'hf('()f .1l11 ItUkllo 8 . f 0.1\ / I 1/ .\ / ~ v .\ '( R. ~",'JIJ. :,Hl,olt,:' ',U'-'1I1II Pll01 IIlA1I1 I '1 7 - ") Lf - b '/ z. 7 () I.. 1<" (, I I 'I 'I G O"llC"IlHIIl 1;1 M'I'1I(;A!lI' I ~,~~,I":,',,~, 'I'f)' !;,/. ~ t;l.J.lt It"'" 'III~' "(') u ;'1'1' 1'~lIAJ I ;b~',I.t :,fC\IIlI!, tIV.'B! I< () 'f I I 'J- I I 'I 't I lHIS RETURN MUSI BE FILED IN DUPLlCA1E WlTlllHE (L +u .,.\ ' . L... ^ B i: u ~- - :. z. - 'f '- z-- c; REGISTER OF WILLS fi] 1, Orgmal Return [] 2 Suppieml!nt.ll Retum 0 3, RemalnderRetumld.1terJtlf""prabI21)!2) o 4. LimIted Estate {J .1a Future Interest CompromISe i~.uuldUt'\~tf 1211!11 0 5, Federal Estate Tal Return Required o 6 Decedent Dled Testate (A~~(:'(', ~v,q 0 7 DCCl'dcnl MJint.llned J LlVlng Trusll"::.J'_~~t(lcITr~\lJ _ 8 Total Number 01 Safe DePOSit BOles o 9 UllgatlOn Proceeds ReceIved D 10 Spousal Poverty CI(X:litl~hcJ~.l':'1bet*~~ l~ )1.91 WId 1.1 t;~l D 11. ElectIOn to tal under Sec, 9113{A) I.l.ll.JcPlScPl01 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: W,I)f C())?l~I[','A1l1'jG.l.O[)JiESS P. (J, .~,.... IN;?, !/;.(.-,>-",Iw....j. P4 17/0'6 12. Net Value 01 Estate{Une8 minus Une 11) 13, Chantable and Governmental BequestslSec 9113 Trusts for whiCh an election to tax has not been made (Schedule J) 14. N,tValua Subjcclla Ta, (Lme 12 mmus Lme 13) 15. Amounlolline14taxable ' alll1espousalla"ale ,(., Lj 'f . If 0 '6 . ';I 7 See instructions on reverse side lor applicable percentage 16, Amount of line 14 taxable at6%rate 17 Amount of line 14lalable at 15% rale !Z w a z ~ In W 0: 0: o U 1. Real Eslate (Schedule AI 2 Stocks and Bonds (Schedu'e BI 3. Closely Held CorporabOn,Partnership or SO\e.Ptopnetorsh,p z o ~ :J !: D- ot U W 0: 4. Mortgages & Nales RaceNable (Schedule D) 5 Cash, Bank De"",rts & Mocellaneaus Personal Property (Schedule EI 6 Jomtly o.ned Property (Schedule F) 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8 Tatal Gross Assets (Iolal Unes 1.7) 9 Funeral expenses & Administrative Costs (Schedule HJ 10. DeblS of Dctedenl. Mortgage L~bl"Les. & Loens (Schedule I) 11. Total Deductions (total Lines 9 & 10) z o t=' ~~ ",,:I a. :l: o u 18 Tax Due 19 (1) 12} (3) (4) (5) (6) , i 1- 7 ,.", (7) , 'i I 7 ,cJ (9) (10) ((...77 q 5".~ <:/ (8) , 6 'I 4 ,tt () ~ . ~- 7 (11) (12) (13) ,L,~4,4(J~'''7 (14) o (15) () ()ij 116) 15 Ill) 118) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 11"....I't--(J~l", ., P. DATE .s/.2.I/~'7 DAtE . '-/-z:.v' 19 f , Decedent's Complele Address: ::;lR[!l J,[tHS'~, -- -------. ",. r. .t.l- /.t UIY A J /veU/ I ~; 1 ;. 1 L IIII' " 7,/ 7'~' :> Tax Payments and Credits: 1. Ta' Due (Page I line 181 2. Cre,j,{siPayments A. Spousal Poverty Crea,t 8 PMr Payments C Discount (11 Total Crea,ts (A. 8. C I (21 3. InteresVPenalty If applicable D Interest E. Penalty TotallnteresVPenalty (D. E) (3) 4. II I:ne 2 is greater than hne I . I,ne 3, er,ler the difference This is the OVERPAYMENT. Check box on Page 1 Line 19 to request arefund (4) 5. II line 1 .llne 3 is greater than line 2, enterlhe dlHerence This is the TAX DUE. (5) A Enter the Interest on the la' due. (5A) B. Enter the lolal of line 5. 5A. This IS the BALANCE DUE. (58) 0 ~"~,[;;I'\!:,iI,, '1'.'!i'tl"'f"!r;~:7r",\"!1:~'5:...~ayablelo:.R~l~~OF WILLS, AGENT W".f(~)~i.1t.5.."...".......i_u~~...>,"':2<;L.'<.~,r","....J.O;:J,t.\raJ;kt- ~W'O.i PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income 01 the property transferred; ....,..........................,..,....".""""",,""'" 0 0 b, retain the right to designate who shall use the property transferred pr its Income; ".."""""" 0 [!) c, retain a reversionary interest; 0<.....,........"....""'.,.".".....""...""...."""'..""""."".""""".."." 0 Gl d, receive the promise for Iile of either payments, benefits or care? ."..,.."'''.'''."..".."......""".0 0 2, If death occurred on or before December 12, 19B2. did decedent within two years preceding death transler property without receiving adequate consideration? II death occurred after December 12, 1982, did decedent transfer property within one year 01 death without receiving adequate consideration? ....,......,., ..,.",. ....".......,."...".".,.."....,.. ",.""".,.."""...."",,,,,, 0 G 3, Did decedent own an "in trust for' or payabla upon death bank account or security at his or her death? .""..",.....,........"........."...,..",.....,......."".."......".."...,,"."""....""""...,,,,,.. 0 ~ 4. Did decedent own an individual retirement account, annuity, or other non-probate property? '''' G 0 \.I~~l().t. . .,~~.~'{)~..."":'l. ';,. ~ ''';'. ~ ,"., ' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN ~.+~~ 72 P.S, ~9116 (a) (1.1) (i) provided for the reduction ollhe tax rate imposed on tha net vatue of transfers to or 'or the use ollhe surviving spouse from 6% to 3% lor dates 01 death on or after July 1. 1994 and before January I, 1995, 72 P,S, ~9116 (a) (1.1) (ii) provided lor the reduction of the rate imposed on the net value ollransfars to or lor the use ollha surviving spouse Irom 3% to 0% lor dates of death on or after January 1, 1995. The statute does not exempt a transfer to a surviving spouse 'rom tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable evan IItha surviving spouse Is the only beneficiary. ~-:~:::~.:J:'l,""'...iZ:<"'~i}.N ~ " .~~;.'i. ,(:4\ \'.,1 _,i' ,~~',:'\. .,: i,' 'I:: .... FOR DATES OF DEATH ON OR AFTER JANUARY 1. 1995" Please answer the following question by placing an 'x"ln tha appropriate space. DId tha decedent create a trust or similar arrangement which Is solely 'or the surviving spousa's banaflt 'or his or her entire tlletlme? Yes 0 No [B. If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time It will be 'ully taxable at the rate(s) applicable to the remainder beneficiary(les). Enter the value of the trust on Schedule J, Part II, in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule 0 In order to make the election available under Section 9113. If the election is made, the trust or similar arrangement Is taxed In the estate of the first decedent spouse, the portion ollhe trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate, and the remainder is taxed at the rate{s) applicable to the remainder beneficlary(ies) If you choose to make the election, you must attach Schedule 0 to a timely-filed tax return, along wllh Schedule(s) K and/or M In order to show the apportionment of the trust or similar arrangement between the survIving spouse and the remainder beneficiary(les). '. SCHEDULE "F" JOINTLY OWNED PROPERTY Estate of Anthony R. Bitonti File Number 2196-0532 Joint Tenant Name Address Relationship to Decedent Wife A. Joan Beck Bitonti 808 Fourth St. New Cumberland, PA 17070 B. C. Item Number Joint Description Total % Decedent and Date Tenant Property Value Interest Interest Made Joint Asset of Decedent 1. 1/13/94 A. JAnUI Hp.rcury Fund 49,917.a " ~14.,}U.OO.64 AC'count l;tolUn82 2. 2/8/94 A. O.luphln Of'poa1t ;t'771.~4 " ~l,U,).'77 CfIO!cl!.l.n'] acC'ount OCll01951'" 3 . A. A.ntlqueD and 51,11711.00 " ~2S.919.00 furnllhln'Jl 4. A. eOI fourth St. 1"0,000.00 " :;1S,OOO.00 Ne... CU1l'~rl.nd. rA Total $127.312.77