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Home My WebLink About96-00646 ,._~- ._....r ":"- ., I ~ '-'- o .! .e tit LLI \ . 0" ....,......:' iZ ,.. . .. i~. j i ' / J ; \ \ \ '\ \ \ \ , (~:~: ID " ..1 ; \' . t"') ~. '. r' I ,~' {) ..... , .... (,() (I) .... CJ f'- ..... , .a: , ll- ~ L.:J '"' ::c ~ () r-, "J I'. '- ~"",,\~'. "j ~ ~ ..,J ~ .%'~ 1,' .r~ \~ {o' :....' -~ '-:'~ 0" .';( . " .. ~ ....:jt} . - ..........., ~ ~ ,\;I '::> ,-~; ~ '-..J '---l r> ",." .~ ~ ,,\J ~ (f ~~ ~c.....; \'~ ..J" . ....... . ..J :r- ..:J I ..J 0- l 'J) 0'. ". Il) .... ~ ,j ~ . {. '"-2 :;t::.> ~~ ~.'\ ~ ~ ,J. '~~' \.. r.::'-J "-J ~ :J . "'-.:.> <.....:::> . ~ ~~ cG. 'J["~ i- '""'."" ," .~'~ ~~ l~ --=. ~ .~~ ~ ,:,;, ~~ ,:d3 ~ .- : ~ \.1 ~;. ." - .- .- - - - .J tI @ rl 1\) , I~ .. o I" .. I I . ~t'\ \'~ f'; " ,11,;" I ( . ~ 1 . ~, . ...., ~.. .I. ~. , l- . '. , . " 'I J ~ ~ ; .' '. ' ~ ,. :; ..-'" . . ..;.. .". .' ./ . J ;' \. ~' ~ . :... " ,f --- :-J_ ---~".""..,.... ..,,! - -~. ~- IT,L. ..--' COUllOHWUI." D. 111HHSVlVAHU Of' Aai~r,HT Of NrV[HUf II'JkrAU or INIIIVIUU,H TAIlI S 1111'. :'101101 IIAIlNI~IIUAa, IIA 11l....0.Ol *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 Jill' - ["l-/Le 96136105 09-04-96 ..,.thl" 'If"-'" EST. or JOANNA NEWMVER 5.5. NO. 184-26-4811 DATE or DEATH 04-11-96 COUNTY CUMBERLAND TVPE OF ACCOUNT C SAVINGS ['l CItECKING [j TRUST iXJ CERTlF. L.I REMIT PAVMENT AND FORMS Tal REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11~13 DORRIS J CROSS 208 WALNUT LEVEL NEW CUMBERLAND RD Cl PA 11010 HARRIS SAVINGS BANK hIllS provided the napart.ant with tha Infor.aUon lhted belo.. ~hh:h hili bun uled il1 calculatlnll the potential tax due. Thalr recordl indicate that at the death of the ftbo~e decedant. you wera ,. Joint owner/beneficiary of thil account. If you fnl thh Infor.ation II Incorrtlct, pie... obtain written correction fro. thll flnftncllll Inltitutlon, attach II COpy to this for. and return It to tha abo~. addr.". Thll account is taxable In accordance with the Inherltanca Tftx laws of the COM.onwealth of PannlYlvdnla. UUeS(IOll' .ay DII IInswtlreo uy CdlIU"l,; 0;1;, i..; -".ii,. Data Eshbllshed REVERSE SIDE FOR 1l-01-94 FILING AND PAYMENT INST~UCTIONS COMPLETE PART 1 BELOW . Account No. 01-60-255580 . . SEE x 15,023.10 50.000 1.511.55 .15 1.126.13 fa insure proper cradit to your account. two 12) copies of this notice .ust acco~pany your pay.ant to the Relllltar of wills. Haka check payable to: "Regiltar of Wills, Agent". Account Balanca Pa~cant Taxabla A~ount Subjact to Tax Tax Rat. Potantial Tax Dua x NOTE: ff tax pay.ants are aadll within three 13. Months of the decadent's date of death, YOU ~ay deduct a ~~ discount of the tax dua. Any inherltanca tax due will beco.. delinquent nina 19. Months aftar the data of de.th. PART IT! TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE [CHECK ] ONE BLOCK ONLY A. K11 The abova infor.atlon and t.. dua II corrGct. L!J 1. You .ay ChOOSG to rG.lt payaant to th. RGIIlster of Wills with two caples of this notlcG to obtain a discount or avoid IntGr.st, or you aay check box "A" and raturn this notica to tho Register of Willi and an official assess.ent will b. iSSUGd by the PA nepart.ent of Ae~enuo. a. c=J Th. abova assGt has baen or will ba reported and tax paid with tha PGnnlylvanla Inherltanca Tax raturn to bO 'iled by the docadent.s representative. C. ~ Th. above infor.atlon Is Incorrect and/or debts and deduction. wera paid by you. You .ust co~plat. PART [!J and/or PART ~ balow. If you indicata a diffa~.nt tax ~ata, pleasa stata your ~al.tionship to decadant: OFFICIAL USE ONL V 0 AAF PA DEPARTMENT OF REVENUE PART ~ TAY LINE RETURN - COMPUTATION 1. Dat. Established 2. Account aalance 3. Parcent Taxabl. 4. Anount Subjact to Tax 5. Dabts and Daductions 6. Anount Taxable 7. Tax Rata 8. Tax Dua TAY Ot,! .IOINT/TRUST ACCOUNTS PART ~ DATE DEBTS AND DEDUCTIONS PAn 1 2 3 4 5 6 1 8 CLAIMED OF 1 2 3 4 S 6 7 8 x x PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL IEntar on Lina S of Tax Conputation) $ Unde~ penaltias of pe~ju~y, I declara that tha facts I conplata to tha bast Of!! knowladga and baliaf. ~"f'" .~ ~, '::'l' 1,'~ ~ 1_" -.. ./ Lt-..J J..-/ TAX AV~R SIGNATO E haYa r.po~tad above .~a trua, corract and HOME (flrl I '/ 'Iv - C>11.2~ . WORK ( I TELEPHONE NUMBER ~-16 -'96 ATE GENERAL INFORMATION l. FAILURE TD RESPOND WILL RESULT IN AN OFFICIAL TAN ASSfSSHENT with IIppllubl. Int.t"t he..d nn In'o,..t Ion .ub.ltt.d by the ,1nMcl.1 1r1lII tutlon, I. InhlrU.nc. I.. blue.. d.llnqu.nt nln. lonth. .fter the deud.nt., ,.1.0' d..th, 1. Ii joint .ccouot II hubl. lIV.n though the tI.c.d.nt', n... .... IIdd.d ftI II ..tl.r 0' [(Inv.nt.'1U. t,. Accounts I Including lho.. h.ld b.t....n hulb.nd and ..1f.1 ..hlch thl deudlnl f1ut In Joint MIla.. within on. yur prior to d..lh .r. fully ,...bl. .. treMI'.r.. \;. Accounh ..t.blhh.d JOlnth b.twun hUlblnd And wlf. .-or. than on. yu, prior to duth II" not h..bill. .. Account. h.ld by II d.c.dlnt "In trust for" ftnoth.r or other. .r. "..bl, fully. REPORTING INSTRUCTIONS PART 1 TAXPAYER RESPONSE I. BlOCk Ii . 'f the lnfor..tILn and cOIPut.tlon In the nollcl IIr. cor,.ct and deductlun, .,a not bllnll cllll..d, pilei an "X" In bloc~ "A" of P.,t I of Ihl M".PIY.' R"Ponl." IlIctlon. Sign two copl.s ftnd lub.it Ih.. with your ChllCk for thl ..ount 0' t.. to the A.gls',r of Will, of thl county Indlc.tlld. fh. PA D.par'..nt of ~.~.nu. will I.,u. An Offici.' ."'"..nt Ir~r. A[V.I~'. EX) upon r.celPt of the return fro. th, A.II1.1., of willi. 2. .lnCIC.. If thl ..ut sp.clfl.d on thh noUn hili bien or ..Ill bl r.port.d and t.1I paid with thl Penn,ylvanla Inheritance fa. R.turn fl1.d by the dlc.d.nt'l r.pr".ntativ., plac. an "~" In block "I" of Part I of the "fa.p.v.r R.,pons." 'Ictlon. Sign on, copy and return to the PA O.p.rt..nt of R'~.nu., lur..u of Indhddu.1 ,..... O.pt 2a060l, tlarrhburll, PA 1112a-06Dl in the .nV.lop. provided. 3. BLOCK C - I' the notlc. Infar..tlon I. incorr.ct and/or dlductlon. .re being Clll..d, ch.ck block "C" .nd co.plet, P.rt. 2 .nd 1 .'",;,../"":Ir., ;.. tt.. 1;.J :.....:::."11 ~.:4... :;:.., t... ....;..:: c.."~ ;;..:1::~ t:.... _!U". ...;.;~ ..1....:, :.. ::... ......_... c.: ~,.. ;:'6,.;,;. h, .... h."l.... of WUII 0' the co.",ty Indlcat.d. 'hi PA n.p.rt.ant 0' RI~lnu. will ll1ue an offlcl,1 ........nt (For. REV-ISr,a EIU upon r.C.lpt a' th. return fro. th. R.glst.r of Will.. TAX RETURN - PART 2 - TAX COMPUTATION L1HE I. Enter HOTEl the date the account orlgln.lly was .stabllsh.d Dr tltl.d In th. .ann.r 1.I.tlnll at date of d.ath. For a d.c.d.nt dylnll .ft.r IZ/12/82: Accounts which the d.c.d.nt put In joint na.es within on. (I) y.ar 0' d.ath .r. t..able fully a. tran,f.rs. Hawe~er, th.r, I. an ..clu.lon not to .~c.ed 13,000 p.r transf.r.e r.llardl.s. 0' the value 0' the account or the nulb.r 01 accounts held. II . double alt.rllk (..) appears b.for. your 'lrst na.. In the address portion of tnls notlc., the 13,~00 ..cluslon alreadY hat b..n d.duct.d fro. the account balanc. a. r.ported by the fjnanclal Institution. Z. Ent.r tha total balanc. 01 the account Including Interest accrued to the data of d.ath. 1. The p.rcent 01 the account that Is t..able for 'ach survl~or II d.ter.lned a. followSI A. The p.rcent ta.abl. for joint a.s.ts ..tabllsh.d .ore than one year prior to the d.ced.nt's d.ath: DIVIDED BY TOTAL NUHaER nF JOINT OWNERS E~a'ple: A JoInt allet rlgllter.d nIvlDED ay TOTAL HUHBER OF X 100 . PERCEN' fAXAllE SURVIVING JOIHT OWNERS In the na., 0' the d,c.dent and two oth.r persons. I nlVInED ay 3 (JOIHT OWNERS) DIVIDEn BY 2 (SURVIVORS) . .167 X loa 16.7~ (TAXAaLE FOR EACH SURVIVOR) B. Th. p.rc.nt ta~abl. for aSlet. cr.ated within on, y.ar of the d.c.dent's d.ath or account. own.d by the d.c.d.nt but h.ld In tru.t for anoth.r Indlvldual(.) {trust b.neflclarl'S)1 1 nlVlnED ay TOfAl NUHBER nF SURVIVING JOINT nWNERS DR TRUST BENEFICIARIES x 100 . PERCENT TAXABLE E...pl.l Joint account r.glst.r.d in the d'ced.nt. 1 OIVIDEn IY Z (SURVIVnRS) . .50 X the naee of the dec.d.nt and two oth.r p.rsons and ..tablllhed within on. year 0' d.ath by 100 ~O~ (TAXABLE FOR EACH SURVIVOR) ~. Th, a,ount ,ubject to ta~ (llna 4) I. d.teraln.d by .ultlplYlng the account balanc. (1In. 2J by the p.rcent ta.abl. (lln. 3). 5. Enter the total of the debt. and d.ductlons llstad In Part 3. 6. Th. aMount ta.abl. (line 6' Is d.t.reln.d by Subtracting the d.bt. and d.ductlons Illn. S) froe the .,ount .ubj.ct to tax Illn, ~J. 7. Enter the approprlat. ta. rat. (line 7) as d.t.raln.d b.low. A. For dat.. 01 d.ath occurring after 6/30/94, thl tax rates for transfers to ,pous.s are as follows: I. nat.s 0' de.th on or aftlr 7/1/94 and b.fore 1/1/95 the rat. Is 3~. Z. Date, of d.ath on or after 1/1/9S tranlf.r, to ,poules will be ta..d at O~ ta~ rate. Hate: For date. 01 d.ath prior to 7/1/94 tran.f.rs to spous.s ar. ta~able at 6~. B. Tran,'.r. to 11ne.l d.lc.nd.nt. Includlnll fath.r, .oth.r, son, daught.r, grandChlldr.n, son. In-law, daught.r-In-law, st.pchlld Dnd thllr Issu. ara ta.able at .1. p.rcent (6~). C. Tran.fer. to all others InClUding broth.r, lister, uncle, aunt, neph.w And nl.ce are ta~able at flft..n p.rc.nt (lS~). n. I' YOU chanlle the la. rate, pl.... specify your relatlonlhlp to thl decld.nt In the ar.a provided. 8. The aeount 0' ta~ due Clln. 81 J. d.t.r.ln.d by MultiplYing the a.ount ta.abl. (1In. 6) by the tax rate (lln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabl. d.bts and deductions are d.terelned as follows: A. You legally are r..pon,lbl. lor pay..nt, or the estate sUbj.ct to ad.lnlstratlon by . p.r,onal reprel.ntatlv. Is InsuffiCient to p.y the d.ductlble It..s. a. You actually paid the d.bts aft.r d.ath of the d.c.d.nt and can furnllh proof of pay..nl. C. D'bt. b.lng clal..d .ust b. It..lzed fully In Part 3. I' addltlonll spac. I. n.ed.d, us. plain pap.r 8 I/Z" . 11". Proof 01 pay..nt ..~ b. requ.st.d by the PA D.part..nt 01 Rev.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) 781-8327. TDDI (717) 172-2252 (HEARING IMPAIRED ONLY) \ FILE NO. 21 'It., (..'Ie.. I ACN 96129538 I DATE OB-1',-96 TYPE OF ACCOUNT !J SAVINGS Ixl CIIECKING [] TRUST !J CERTlF . , - , .J I :Jr, In '" REMIT PAYMENT AND FORMS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 DAUPHIN DEPOSIT BK & Thill provlded the n.p"rt.ent with the infor.atlon listed below which has bun ullld In calcul.tlng the pot.ntl.' t.. du.. Ih.l, ,.~o'd' Indlcat. thot .t Ih. ....th of tho .bou. d.n...nt, ,ou w.,. . Joint own."b.n.fldn" of thl. ."ount. If 'ou f..1 lfib Info,..tlon I. 1'1"~"('" p,.... obl.ln w<ltl.n ,"".ctlon f,o. tho fln.nd.1 In.tltutlon, ,,,.ch . tOP' to Ihl. fo'. .nd ,.tu,n It to 'h. .bo,. .dd'....' 'n<1. .ccount I. ,...bl. In .cco,dnnn with 'h. Inh.<ltnnc. too low' of 'h. co..onw..lth of ..nn",..nl.. Question. aay b8 answered bY call1nll (111) 187-83Z1. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0063579855 Date 06-18-86 Established CO""ONWI Ai HI or IllHN5YlVANIA DlIIAA'"' NIDI' wt VI NUl ftUAUU (If INDIVIVUAl fAJlI ~ DIrt. ;'ftQbOI 11AAAlSBUNG.I'& I/I:'I'OltDl *,1 11'1\.11111""" \ INFORMATION NOTICE AND TAXPAYER RESPONSE EST. or JOANNA NEWMYER S.S. NO. 184-26-4811 DATE or DEATIl 04-11-96 COUNTY CUMBERLAND DORRIS J C~OSS 208 WALNUT'LEVEl NEW CUMBERLAND RD PA 11010 10 insure proper credit to your account, two IZI copies of this notice eust flcco.pany your pay.ent to the Rellister of Wills. Hak. check payable to: "Relllstar of Wills, Agent". 3.802.61 50.000 1.901.31 .06 114.08 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE Account Balanca p.~cant Taxabla Amount Subjact to Tax Rata pot.ntial Tax Dua Te. NOTE: If tax pny..nts are ..ade within three (3) aonths of the decedent.s date of death, you aay deduct II ~X discount of the tax dua. Any Inheritance tax due will beco.. delinquent nine (9) .onths after the data of death. x x PART IT! A. r=J The above Infor.atlon and tax due Is correct. 1. You aay chooS. to r..lt pay.ent to the Relll,ler of Wills with two coplas of this notice to obtllln a discount or avoid interost, or you aay chock bOM "A" and return this notice to the Raglstar of Wills and an official aSless.ent will be Issuod by the PA napart..nt of Re~enu.. [CHECK ] ONE BLOCK ONLY a. r=J The above flll.t has been or will bO taported and tax paid with the Pennsylvania Inheritance TaM return to be filed bY the d.c.dll~t's repres.ntatl~e. C. c:J Th. abo~e inforaatlon Is Incorrect find/or dabts and deductions were paid bY you. You .ust coaplata PART ~ and/or PART ~ below. PART ~ If yOU indicata a different tax ~ate, pleas. state you~ ralationship to decedent: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE TAX C~ JC:~T/T~U~T ACCOUUi~ FAD ft~ ... n&:iU'U~ - CCH~UTAT:Cf: TA~ 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED 1 2 3 X 4 5 6 7 X 8 LINE 1. Data Establishad 2. Account Balanca 3. Pe~cant Taxabla 4, AMount Subject to Tax S, Debts and Daductions 6. AMount Taxabla 7. Tax Rata 8. Tax Due PART [!] DATE PAID PAYEE DESCRIPTION I TOTAL tEntar on Line 5 of Tax Conputationl Unda~ panalties of pe~jury, I decla~a that tha facts I conplata to the best of ny knowladga and baliaf. T~~'-":SIG~TU~~O').-'" hava ~epo~tad .bov. HOME ('i I ,.., ) WORK ( ) TELEPHONE NUMBER AMOUNT PAID I I I , .~a t~u., correct and '7 '1'1 - u 1/-';;:'- 'A 00 I" - '/G DATE GENERAL INFORMATION 1. fAILURE TO RESPOND Will RESULT IN AN OfFICIAL TAlC ASSESSHENT with t'I,l,lllcnble Inter..' IH".d on InfofM,.tion lub.1 \ted by the IIn.nclal Inlt! tut Ion. Z. Inherlt.nc:. tu beco.e. delinquent nlna .onth. "Iter 'h. decedent', IlIlh of delllh. 3. A joint nccount Is t"."ble e~ell thoUllh the d.cedent', II... ill'" ndtled '" II ...th, of cQn~e"len(;.. ,.. Account. (Includlnll thou held b.t....n hUlb.,ld "1ll1 ~1f.1 ..hlth Ih. lleced.nt IJut In lolnt 11"." ..1"lln u". yur prln' to d..th are fullv '...ble ., trAnllar.. !I. Accountl .stabllshed JointlY betw..n hUlbftnd ,,"d ..Ih .ore Ill,," un. yur fIr lor to death Ilr. not "'uble. ft. Account. held by II decadent "In trust for" "no'her or other. ",. t,u.bl. fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BlnCK A ~ If the lnfor.atlon nnd co.putatlon In the notlc. IIf. correct ,,"d deducttonl IIr. not being dllle.d, piau nn "I(" 1" block "A" of Part 1 of the "l".payer AelPonle" .ecllon. Sign two copl., And ,ull.it the. with your check for the ".ount of tax to the Register of Wills of the county Indicnted. Ihe PA Depftrt.ent of Revenue wl11 Is.ue an official .,~e".ent (ForM REV.l~48 [X) upon r.celpt of the r.turn fro. the Regilter of wills. Z. BLOCK a . If the a.set speCified on this notice ha. been or will be reported ftnd tltX paid with the Pennlylvnnl" Inheritance Ta. Return filed by the decedent's repr.,.ntative, place an "I(" In bloc~ "8" of P.r' I of the "T".pftyer Re.ponl." section. Sill" on. COpy and return to the Pi Depart..nt of AIIY.nue, lIu".l!Iu of Individual Tn..., nopt zaObol, Ilarrhburll, Pi 111Z8-0601 In the envelope provided. 1. BLOCK C . If the notlc. Infor.atlon Is incorrect nnd/or daductlons are belnll clai.ed, check block "C" and co.plete Part. Z and 3 :ccordln: to tt-: l.,ctructlonc bote", ';It., tW"l t'''rl., I'I"-i ..,h",jt tt... ...Itt- y""r ,.h...... f,.,. tt.. ".....,,". "f t,.... j'tl"Yl"bl. In ....O.t!I..... of Wills of the county Indicated. The PA nepart.ent of Ae~enue will ISlue an official "Slels..nt <<for. AEY-1S46 [X) upon receipt of the return froe the ROlli.ter of will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the data the account originallY was astnblllhed or tltlad In the Mannar e.lstlnll at date of death. NOlE: For a deClldent dying after IUIU3Z: Accounts which the decedant put in joint na.es within one (l) yur of death are ta.able fully as transf.rs. However, thera Is an exclusion not to e.c.ed $3,000 per transferee regardless of the value of the account or the nu.ber of accounts held. If . double asterisk (..J appears before your first na.e In the addr.ss portion of thl. notice, the $3,000 e.cluslon alr.ady has been deducted fro. the .ccount balance as reportld by the financial institution. Z. Enter the total balance of the account Includlnll Interest nccrued to the date of death. 3. The percent of the account that Is ta.able for each survivor Is deter.lned as follows: A. The p.rcent taxable for jolnt assets established .ore than one year prior to the decedent's death: DIYIDEn av TnTAl HUMBER nF JOINT OWNERS E~a.plel A joint aSlet relllster.d nIYInED BY TnTAl NU"BEA OF X 100 . PERCENT TAXABLE SURVIVING JnlNT OWNERS In the na.e of the decedent and two other per Ions. B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held In trult for another Indlvldual(s) (trust beneflclarle.): 1 DIVIDED BV 3 (JOINT OWNERS) nIVlnED BV Z (SURVIVORS) . .167 X 100 16.7:( (TAXABLE FeR UCIt SURVIVOR I 1 DIVIOEn BV TOTAL NUMBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES .X 100 . PERCENT TAXABLE E~a.ple: Joint account relllstered In the na.e of the decedent and two other persons and established within one year of death bY the decedent. 1 DIVIDED BV Z (SURVIVORS) . .50 X 100 . SO~ (TAXABLE FOR EACH SURVIVOR) 4. The aaaunt Subject to tax (line 4) Is daterMlned bY eultiplyinll the account balanc. Illne Z) by the percent ta~able (line 3J. ~. Enter the total of the debts and deductions ll.ted In Part 3. 6. The a.aunt ta.able (ling 6) Is deterMined bY .ubtractlnll the debts and deductions (line SJ fro' the a.ount subject to ta. tl1ne ~l. 7. Enter the appropriate taM rat. (lln. 71 as d.ter.ln.d below. A. For dates of death occurring after 6/30/94, the tax rat.s for transfers to spOUles are as follows: I. nates of death on or aft.r 7/1/94 and before 1/1/9~ the rate Is 3Z. Z. nat.s of death on or after 1/1/9~ transferl to spoules will be ta..d at O~ tax rat.. Note: For dat.s of death prior to 7/1/94 transfer. to spouses nre taxable at 6Z. B. Transfers to lineal d.,Clndants Includlnll father, 80ther, son, daullhter, IIrandchlldren, son-In. law, daughter. In-law, stepChild and th.lr Issue are ta~able at sl. pllrcent (6~). C. Transfers to all oth.rs Includlnll brother, sliter, uncle, aunt, nephew and niece are ta.able at fifteen percent (l~~). D. If you change the taM rate, please specify your relationship to the decedent In the area provided. a. The aeount of tax due (lln. 6) Is d.ter.lned by .ultlplylng the o.ount taxable Illne 6J by the tax rate (line 1). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions ere deter.lned as follows: A. You lellally are responslble for pay.ent, or the eltate SUbject to adalnlltratlon by a personal repres.ntati~e II Insufficient to pay the deductible Ite.s. B. You actually paid the debt. after death of the decedant and can furnilh proof of pay.ent. C. nebts belnll clal.ed lUst be Ite.lled fully In Part 3. If additional space Is needed, us. plain paper a I/Z" . 11". Proof of pay..nt .ay b' requelted bY the PA aepart.ent of Revenu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE. CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) PURPOSE OF NOTICEI PAYNENTI REFUND (CR)I l_ uu To fulfIll the requlr..ent. of Section 21~0 of the Inherltanc. and [stale Tax Act, Act 22 of 1991. (72 P.S. Section 21~0). D.tach the top portion of thl. Notice .nd IUbalt with your pay.ent to the R.glst.r of Willi printed on the rev.rse side. .. "aka check or .on.y order payable tOI RECISTER OF WILLS, ACENT. All pay.ant. r.ceIV.d shall flrlt be applIed to any Int.r.lt which aay be due, with any r..alnd.r appll.d to the tax. A refund of a tax credit, which wal not requested on the tax return, .ay be requ.sted by co.pl.tlng an "Application for R.fund of PennlYlvanla Inheritance and Estate Ta." IREV-1513). Applications are available at the Offlc. of the Regl.ter of Will., any of the 25 Rev.nu. nl.trlct Offices or by callIng the special 2~-hour an.werlnll s.rvlce nuab.r. for for.s ord.rlng; In Penn,ylvanla 1-800-362-20~0, out.ld. PennSYlvania and within local Harrisburg area (717) 787-8094, Tnn. (717) 772-2252 (H.arlng I.palr.d Only). OBJECTlnHS: Any party In Int.re.t not .atl.fled with the appral....nt, allowanc. or dlsallowanc. of deductions or a's.ss..nt of tax (Includlnll discount or Intere.t) .s Ihown on thl. Notice .ay ObJ.ct wIthin sixty (60) days of receipt of thIs Notice by! .-wrltt.n protest to the PA O.part.ent of Revenue, Board of Appeal., O.pt. 281021, Itarrllburg, PA 17128-1021, OR .-el.ctlng to have the .atter d.ter.ln.d at the audit of the account of the p.rsonal r.pres.ntatlve, OR --appeal to the Orphan." Court ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT! PENAL TV: INTEREST! Factual .rrors dlscov.red on thl. a...s...nt .hould be addre.sed In wrltlnll to: PA D.part.ent of R.v.nue, Bur.au of IndJvldual Ta..., ATTN: Po.t A.ses'Dant Revl.w unit, DEPT. 280601, Itarrlsburg, PA 17128-0601 Phone (717) 7.7-6505. Se. page 5 of the booklet -In.tructlon. for Inheritance Tax Return for a R..ldent a.ced.nt- (REV-ISOI) for an explanation of ad.lnlstratlv.lY correctable .rror.. If any tax due I. paid within thr.. (3) cal.ndar .onth. aft.r the d.c.dent". death, a flv. percent IS~) dl.count of the tax paid Is allowed. The I~~ ta. eanesty non-participation p.nalty I. cO'pUted on the total of the tax end Int.rest a".ss.d, and not paid b.fore January la, 1996, the flr.t day after the end of the tax a.nesty p.rlod. Thl. non-participation penalty I. appeal.bl. In the .... .anner and In the the .a.. tl.. p.rlod as yoU would app.al the tax and Int.r..t that has been a.....ad as Indicated on thl. notice. Int.r..t I. charged b.glnnlng with flr.t day of dellnqu.ncy, or nine (9) .onth. and on. (I) day fro. the data of d.ath, to the date of paY..nt. Tax.. which beca.. delinquent b.for. January I, 1982 bear Int.r.st at the rate of .1. (6~) p.rcent p.r annu. calculat.d at a dally rate of .000164. All taxes which b.ca.. d.llnquent on Dr after January 1, 198Z will bear Int.rest at a rat. which will vary fro. cal.ndar y.ar to calendar year with that rate announced by the PA D.part..nt of Rev.nu.. Th. applicable Int.re.t rate. for 198Z through 1996 arel Y.ar Int.r.st Rate nally Int.re.t Factor Year Inter.st Rate Dally Int.r..t Factor 1982 ZO~ .000~48 19.' .~ .000~1 1985 1'~ .000458 1988-1991 II~ .000301 1984 11~ .000301 1992 .~ .000247 1985 1!~ .000356 1993-199~ 7~ .000192 1986 IO~ .00021~ 1995-1996 .~ .0002~1 --tnt.r..t I. calculat.d II follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. IssU.d aft.r the tax beco..s d.llnqu.nt will r.flect an Int.rest calculation to flfte.n liS) day. beyond the data of the a..e',.ent. If pay..nt Is .ad. aft.r the Int.r.st coeputatlon date shown on the Notice, addltlonal lnt.re.t aust b. calculat.d. 6 - /.10 -k' BUREAU OF INDIVIDUAL TAXES 1,..:.I1AHC[ lAX DIVISION I)(PT, llOnl HARRISIlltG, PA 17UI'0601 DORRIS J CROSS 208 WALNUT LEVEL NEW CUMBERLAND COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' {;/ HOTICE OF INHERITAHCE TAX APPRAIBEKEHT. ALLOMANCE OR DIBALLOMAHCE OF DEDUCTIOH" t. AHD ABSESBftEHT OF TAX OH JOIIfTLY nELD OR TRUBT ASBETS In-un u ai, III.." DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-14-96 NEWMYER 04-11-96 21 96-0646 CUMBERLAND 184-26-4811 96136705 A.OW'It R..Ut.d JDANNA RD PA 17070 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:isira-Ex--AFii-io'-:96i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-14-96 ESTATE OF NEWMYER FILE NO. 21 96-0646 TAX RETURN WAS. JOANNA DATE OF DEATH 04-11-96 COUNTY CUMBERLAND S.S/D.C. NO. 184-26-4811 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96136105 ACCOUNT NO. 01-60-255580 FINANCIAL INSTITUTION. HARRIS SAVINGS BANK TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 11-01-94 Account Ba1an~a Par cant Taxab1a X Amount Subjact to Tax Dabts and Deductions Taxable Amount Tex Rate X Tax Due TAX CREDITS: PAYMENT DATE 09-16-96 RECEIPT NUMBER AA146149 15.023.10 0.500 1.511.55 .00 1,511.55 .15 1,126.13 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER DF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TD. "REGISTER OF WILLS. AGENT." DISCDUNT (+) INTEREST (-) .00 AMOUNT PAID 1.126.13 1.126.73 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER TNIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · I IF TOTAL DUE IS LESS THAN .1. NO PAYMEKT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TN IS FORM FOR INSTRUCTIONS. I '" PURPOSl: OF NOTICE I To fulfill the r.....r..."ts af Section ZUG of the IntMrltanc. and Estat. Tax Act, Act ZZ of 1991. en P.S. Section 2UO). PAMHT, D.tach the top portion of thl, Hotlc. end aue.lt with your pa,.ent to the Reollter 0' Will, prlnt~ on the raver.. sid.. n Hak. chKk or lIOrMIy order payabl_ tOI REGISTER OF WILLS, ACENT. All papants r.ulved shaU fint tM 1IIPP1led to MY Intlrut which NY b. w., with any re..lnder epplled to tM talC. REF1.Im(CAh A r.'WMt of a talC credit, which w.. not raque.tlMt on the tax r.turn, .., ba r.qu..ted by co...Una en "Application for R.fund of Penn'vlvants Inherltanc. and Estat. Tax" (REY-131)), ApPlication. ar. avallabl. .t the D"lce of the R~I.t.r of WIll., any of the 23 Rev~ DistrIct Qfflc.. or by calling the ,peclal 2~'hour answ.rlna ..rvlce nu.b.r. 'or for.. ordering: In Pennsylvania 1-800-362-205D, out.ide Pennsylvania and within local H.rrlsburg .r.a (717) 7a7.aD9~, TDDI (117) 712-2252 (Hearing I.. Ired Only). aBJECTIONS I Any party In Int.r.st not satisfied wIth the appr.ls...nt, .llowanc. or dl.allowanc. of deduction. or .s...s-.nt of tax (Including discount Dr Int.r..t) a. shown on thl. Notice .ay obJ.ct within sixty (60) day, of r.c.lpt of thh Notice bYI --wrltt~ prot.,t to the PA Departeent of R.venue, Board of Appeal., Dept. 211021, Harrl.burg, PA 11121-10ZI, OR hel.ctlng to ha~. the .att.r dahr.lned at the IlUdIt of the account of the p.rsonel representative, OR --app.al to the Orphan.. Court ADttIN- ISTRATlYE CORRECTIONSI Factual .rror. dl.covlred on thl. a.....eent should b. addr.ssed In writing tal PA o.p.rteent of R.venu., lur.eu of Individual Tax.., ATTN. Post A....s.ant R.vl.w unit, DEPT. Z10601, Harrisburg, PA 171ZI.0601 Phone (711) 7a7.6~05. See pag. 5 of the bookl.t ~Instructlon. for Inherltanc. Tax R.turn for a R..ldent Decedent~ CREY.1501) for an .xplanatlon of ~lnlstratlvelY corr.ctable errors. DISCOUNT. If any tax due Is paid within thr.. (]) calendar .onth. aft.r the dlcedent.s death, a flvl percent (5~) dltcow.t of ttM tax paid It allowed. PENAL TVI Th. 15X tax aene.ty non.partlclpatlon penalty Is co~ted on the total of the tax and Int.r..t .......d, and not paid before January II, 1996, the first day aft.r the and of the tax BIn..ty period. Thl, non.p.rtlclpatlon penalty It app..l8bla In the ..... .amer and In the the SUI tI.. P.rlod .. you would appeal the tax and Inhr..t that hu been a.....ed I' Indicated on thh notice. INTERESTI Inhr..t It charg.d belllmlng with first day of delinquency, or nln. (9) aonth. and OM (1) d.y froe the data of d.ath, to the date of payeent. Tax.. which b.c... d.llnqu.nt before Januery 1, 191Z bear Int.r..t at the rat. of six (6X) p.rcent p.r ~ calculat.d at a dally rat. of .000164. All tax.s which bee... d.llnquent on or aft.r January 1, 1912 will b.ar Inter..t at a rate which will Vary froe calendar ylar to calendar y..r with th.t r.t. announced by the Pi n.part.ant of R.venue. ThI appliCable Inter..t rat.. for 1912 through 1996 ar" V.ar Int.r..t Rat. Oally Int.r..t Factor V..r Inhr..t Rat. Dally Int.,..t Factor 1912 20X .000541 1911 'X .000247 1915 16;( .ooooa 1911-1991 1IX ,OOOSOI 1.04 UX .00OSOI 1992 'X .0OOZ47 1985 UX .00OS56 1993.1~ 'X .000192 .... lOX .000274 1995.1996 'X .000247 --Int.rut I, calculated .. followlI INTEREST = BALANCE Of' TAX UllPAID X HUllBER Of' DAYS DELINQUENT X DAILY INTEREST f'ACTOR --Any Notice luued aftsr the tax becOllI delinquent will r.flect an Inhr..t c.lculatlon to fifteen (5) da.,. be.,ond t". d.t. of the .....nant. If PIYlttlf\t It .eets aftar the Int.,..t CoeputlUon date shown on the Hotlc., add I tlonal Int. rut MIst be calculated.