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(~l"cd .1,50
FILE NO. 21
ACN 96129034
DATE 08-14-96
CO""DHWIAtIH or IIIHNSVlVAHIA
D[PAAHUNI or 'nvl Nul
IURUU or INDIVIDUAL TAlUS
DIP'. ;0801101
tllRRISBURG, PA lIue-abDl
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
....\\0,.. "' 0.",
TYPE OF ACCOUNT
o SAVIHGS
[X] CHECK IHG
o TRUST
o CERTlF ,
EST. OF CATlIERlUE M LOVELL
5.5. NO. 174'20-1781
DATE OF DEATH 04-25-96
COUNTY CUM8ERLAND
KAY F PICKEL
720 3RD ST
NEW CUM8ERLAND
REHIT PAYHEHT AHO FORHS TOI
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
PA 17070
DAUPHIN DEPOSIT OK I T has provided the OepnrtMlInt ..1th tho Infor.ntlon I hhd bololl IoOhic:h hfts b..n uud In celculatlng the
oo..ntl.1 .., du.. th." ,..o,d. Indl.o', ,h.. .t 'h. d..'h o. 'h' .b,u. d...d.n'. 'ou ..,. . J,lnt o.n.'/b.n.'I.I." o. .hl. ...oun'.
If you f..l thl. Inlor.atlon I. Incorr.ct. pl.a,. obtain "ritton correction frOM tho financilll Institution. attach a COpy to this for.
ond ,,'u,n It to ,h. .bo.. .dd'.... Ihl. o..oun' I. t.,.bl. In n..o,d.n.. .I.h 'h' 'nh.,I'.n.. I.. l... o. 'h. co..on...I'h O. o.oo.'lv.nl..
Qu..tlon. .ay bo answerod by calling (7171 'a,-a121,
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account Ho. 0056387768 Data 08-28-64
EstabUshed
Account a.lanc.
Percent Taxable
AMount Subject to
Tax Rat.
Potential Tax Due
To insure proper credit to YOur account, two
IZI copies of this notice .ust nceo.pany your
pay.ent 10 Ihe Regiller of Wills. Hake cheek
payable 10: "Register of wills, Agent".
PART
ill
327.50
50.000
163.75
.06
9.83
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
x
HotE: If tall payaenll lire aade within thru
11) eonths of lhe decedent's date of death,
you .ay deduct a ~~ discount of the tall due.
Any Inheritance tall due will beco.e delinquent
nine (9) aonthl aft.r the dale of death.
Ta.
x
[CHECK ]
ONE
BLOCK
ONLY
A. ~ Th. above Infor.atlon and tall due Is correct.
~ 1. You aay chOOI. to re.lt pay.ent to the Register of wlils with two copies of this notice to obtain
a discount or avoid 'nterelt, or you aay check bOll "A" and return this notice to the Regllter of
wills and an official aSI.ssaent will be Issued by the PA Cepartaent of Revenue.
B. c=J the above alset hilS been or will be reported nnd tall paid with the Pennsylvania 1nh.rltance tllll r.turn
to be filed by the decedent's representative.
C. [:] The above 1nforaation is Incorrect and/or debts and deductions were paid by you.
You aust ~oaplete PARt [!] and/or PART ~ below.
PART
~
If you indicate a different taK rate, pleasa state your
relationship to dacadant:
OP:HaIAL USE ONL V;o 0 AAF
PA DEPKRTHEil'f. OF REVENUE
DEBTS AND DEDUCTIONS
FAn
1
2
3
4
5
6
7
8
CLAIMED
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";'AX o:~ ":CI:r;'.'T~UST ACCCUNT:::
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CO:~;":';TA 1':0::
LIHE 1. Data Established
2. Account aalanca
3. Parcant Ta~8bla
4. Aaount Subject to Ta~
S. Oabts and Oftductlons
6. Aaount T.~.ble
7. TaK R.te
8. Ta~ Due
1
2
3 X
4
5
&
7 X
8
.,
PART
I!J
DATE PAID
DESCRIPTION
AMOUNT PAID
PAYEE
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TOTAL IEntnr on LIne 5 of Tax Conputation)
I have reported above are .trueh co.rlact
HOME (1/7 ) 77'1-0.r7'f
WORK ( )
H tl
and
GENERAL INFORMATION
1. fAILURE 10 RESPOND WILL RESULT IN AN OffICIAL lAX ASSESSHENT with II,lpllCfthle Int.,..t hllud on I"'orutlon
'ubtlUted bV tM UnMel_t In.iltullon.
Z. Inhedhnee t.. beco... d.ltnqu.nt nln. eonth. ,.Ihr Ihe u.ced."'" II,.t. of d..Ih.
J. A Join' account" ,..able ...,.n though th. decedll"I" n... Will ,uhted "' II ....tt.r of conn"le",..
~. Accoun" Ilncludln, thou held betw.." hu,b..,d find ",H.I which Ihe dende"t put In join' n.... within onll yur prior to
d..th .r. fully t...~I. .. tr.".I.r..
S. Account. ..teblhhed Jolnth b.tw.." hu.band nnd ",11. aon 'hlln on. yur 'Idor to d..lh .,. not I'....bl..
6. A(coun" held bv " dee.d.nt "In trust 'or" Moth.r or oth.r. .,. hubl_ tully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BLOC. A . If the Inlor..tlon nnd co.putetlon In the notice IIr. correct and deduction. nr. not b.lng cIAI..d, pl.c. An "X"
In block "A" of P.rt I of thl "I..p.y.r p.,pon.'" ,ectlon. Sign two cop I.. nnd .ub.lt th.. with your check for the ..ount of
t.. to the p.glat.r of will. of the county Indlca,.d. Ih, PA D.part..nt of Rev.nu. will I.'u, .n of'lclal ........nt
CFor. REV.I~~I EM) upon r,c.lpt of the r.turn frol the Aegllt,r of Will..
2. BLOCK B _ If the ....t Iplcl'l.d on thl. notlcl ha. blln or will bl reportld and tal paid with thl p.nn,Ylvanla Inhlrltancl
la. Alturn fllad by thl dlc.d.nt's r.pre..ntatlve, plac. an "X" In block "a" of Part I of thl "l..pay.r PI.pon.." ..ctlon. Sign ani
copy and r.turn to the PA D.p.rt..nt of A.v.nul, Ilureau of IndlvhSU.1 I...., D.pt ZUbOI, Harrisburg, PA 11128-0601 In the
anv.lop. provld.d.
s. alOCK C ~ If the not lei Infor.,tlon I. Incorr.ct andlor d.ductlon. are b.lng clal..d, ch.ck block "C" .nd co.pl.t. P.rt. Z and S
,,~"(l"dl"~ t'" ..... l,..trlletlt'.... h.I(l" ~IC'" '''''' "'''pl". .....tt SlIl'..lt t.... with VO".. I"h,,"" ,,,.. ,... ,,~..,..t"' ." .... r,,~,,~lo .(' ~... P.:I!'..."
of willa of the county Indlceted. lh. PA D.part..nt of A.v'nu. will 1..u. an of'lcl.1 ........nt Cfor. AEv-IS41 EM) upon r.calpt
0' th. raturn 'roe the A.gI.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Entlt
NDlEl
tha data the account orlgln.IIY wa. ..t.bll.h.d or tltl.d In the .ann.r ..1.tlng .t data of d..th.
ror a d.c.d.nt dying aft.r 12/IZ/12: Account. which th. d.c.d.nt put In Joint n.... within on. (1) y..r of d..th ar.
t..abl. fully a. tr.n.f.r.. How.v,r, thlr' I. an ..clu.lon not to ..c,.d SS,OOO p.r tran.f.r.' r.gardl... of th. v.lul of
thl .ccount or thl nu.blr of .ccounts hlld.
If . doubl. a.t.rl.k C..) app.ar. b.'or. your flr.t na.. In th. .ddr... portion of thl. notlc., th. S5,000 ..clu.lon
.Ir.ady h.. b..n d.ductld fro. the account balanc. .. report.d by the 'Inancl.1 In.tltutlon.
Z. Ent.r the total b.lanc, of th. account Including Int.r..t accru.d to the d.t. of c..th.
S. Th. p.rc.nt of the account that 1. ta.abl. for .ach survivor I. d.t.r.ln.d .. follow.1
A. lh. p.rc.nt t,..bl. for Joint ....t. ..tabll.h.d .or. than on. y.ar prior to th. d.c.d.nt.. d..thl
DIvIDED av TOTAL HOHlER OF
JOINT OWNERS
E...pl.: A Joint ....t r.gl.t.r.d
DIVIDED IV TOTAL HUHIlER Of )( 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the na.. of the d.c.d.nt and two oth.r p.r.on..
1 DIVIDED BV S (JOINT OWNERS) DIVIDED BV Z CSURVIVORS) . .167 )( 100
16.7~ (TAXABLE FOR EACH SURVIVOR)
I. The p.rc.nt ta.abl. for ....t. cr.at.d within on. year 0' the d,cldent'. dlath or accountl own.d by the d.cedant but h.ld
In tru.t for anoth.r IndlvldualCs) Ctru.t b.n.flclarla.)1
1 DIViDED IV TOTAL NUHBER OF SURVIVING JOINT
OWNERS OR TAUST aENEFICIARIES
x IDa . PERCENT TAXABLE
Exaaplel Joint .ccount r.gl.t.r.d In the nae. of the dlc.d.nt .nd two oth.r per.on. and ..t.bllsh.d within ona year of death by
the d.c.dant.
1 DIVIDED BY 2 CSURVIVOAS) . .50 )( 100 . SO~ CTAXAlllE fOR EACH SURVIVOR)
~. Th. aaount .ubj.ct to taM (line ~) I. d.tereln.d by eultlplylng the account belanc. Clln. l) by the p.rc.nt ta.abl. Clln. S).
5. Ent.r the total of the d.bt. and d.ductlon. Illt.d In Part 3.
6. The BlOUnt ta.abl. Clln. 6) I. d.t.reln.d by ,ubtractlng th. d.bt. and d.ductlon. (11n. ~) .ro. the ft.ount .ubJ.ct to ta. llln. ~).
7. Enter th. approprlatl ta. rat. Clln. 7) a. d.t.reln.d b.low.
A. For dat.. 0' death occurring aft.r 6/30/94, the ta. r.t.. 'or tran.'er. 10 .pou.., .r. .. follow.1
1. Dat.s of death on or aft.r 7/1/9~ and b.for. 1/1/95 the rat. I. S~.
l. Data. of d..th on or aftlr 1/1/95 tr.n.'.r. to .pou... will ba ta.ad at O~ tal rat..
Not'l For d.t.. 0' d.ath prior to 7/1/94 tran.fer. to spou... ara ta.abl. at 6~.
B. Tran.,.r. to lln.al d..c.ndants Including f.th.r, _oth.r, son, daught.r, gr.ndchlldr.n, .on.ln.law,
daught.r-In~law, .t.pchlld and th.lr I.'u, .r. ta.able at sl. p.rc.nt (6~).
C. Tran.f.rs to all oth.r. Including broth.r, .Ist.r, uncll, aunt, n.ph'w and nl.c. are ta.abl. at flft..n p.rcent CIS~J.
D. If you chang. the tax rat., pl.... 'Plcl'y your r.l.tloo'hlp to the d.c.d.nt In the ar.. provld.d.
I.
Th. a.ount of ta. due Clln. 8) I. d.t.r.ln.d by aultlplylng the a.ount ta.abl. Clln. 6) by the ta. rat. (1In. 7).
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CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl' d.bts .nd d.ductlons ar. d.t.r.ln.d a. follow.1
A. You Ilgally ara r..ponslbl. for pay..nt, or the ..tat. .ubject to ad.lnl.tratlon by a p.r.onal r.pr...ntatlv. I. In.ufflcl.nt
to pay the deductlbl. It....
B. You actu.lly paid the d.bts aft.r d.ath 0' the d.ced.nt and c.n furnl.h proof of pay..nt.
C. Dabt. b.lng cl.I..d lU.t b. It..llld fully In Part S. If additional .pac' I. n..d.d, u.. pl.ln pep.r 8 Ill" x II". Proof of
pay..nt .ay b. r.qu..t.d by the PA D.part..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) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY)
T
,
,
....".20'....41
146640 COMMONWEALTH OF PENNSYLVANIA
DlPARTMENT Of REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
~k
D NO. AA
RECEIVED FROM:
&
ACN
ASSESSMENT r;t
CONTROL ~
NUMBER
AMOUNT
'010 HU' J
KAY F PICKEL
'to I C'1U;;4
'j'1.t:J;;I
720 3RD STREET
NEW CUMBERLAND, PA 17070
ESTATE INFORMATION,
!t filE NUMBER
~ 21-1996-0650
~ NAME OF DECEDENT (lAST'
~ LOVELL CATHERINE
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN
(FIRSTI
M
17'1-20-1781
(MI)
CUMBERLAND
DATE OF DEATH
REMARKS
KAY F PICKEL
m TOTAL AMOUNT PAID
REGISTER OF WillS
.9.83
SK
SEAL CHECKlI 5578
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W11l1 printed the
10 'I/lflll tI.. ""I/II...n" fl' S.ctlon 21"0 d. Ihl Inh.rltanu and E.tal. Tn. Act, Act
hc:t Inn '1..01.
D.t.th Ih. top po,tlon 01 thl, Notlc. end .ub.lt with your ply.."t to the R.gl.t.r 01
"101"" .Id..
_ _ M.... (.h.(.~ or Ion.., o,d.r p..,lbl. tOI REGISTER OF WILLS, AGENT.
All ,11.,..nl. ranllol,d .hall fltst bl appllad to any Intarnt which lay b. dul, with any ra.alnder appllld to tha ta..
A 'Ifund .f a ta. ~,.dlt, which WI' not raqu..t.d on the tax raturn, ..y bl raqua.tad by coaplltlng an "Appllc.tlon
lor _,fund of Pa"n..,I..,."I. Inhult."u end Estltl Tnx" (REV-UU). Appllcallon. arl av.llabl. at thl Offlu of
Ihl R.,I.I., at Will., An., 01 the 11 R.v.nu. DI.trlct Off Ie.. or by calling thl sPlclal Z4-hour an.w.rlng ..rvlc.
nl/II,," '0' fru.. o,lIer Ingl In pann..,lvanl, I-SDO-36Z.Z0~D, out.ld. P.nn.ylvanla and within locftl
lla"hlllJ" er.. 1/111 III-aOlJ", 100. (111) nZ-zz~z Oluringl.pair.d Only),
OIJfCIIONII An., p.rt., In Int.,..t not '111.II,d with thl appral....nt, allowanc. or dlsallowanc. of d.ductlon. or ...8....nt
a' t,. I In~llJdln' dl.~ount or Int.r..tl .. .hown on thl. Hotlc. .ay objlct within ,Ixty (6DJ day' of r.c.lpt of
thh Nalln bYI
"wrltl.n p,ot..t to Ih. PA O.plrt..nt 01 R.v.nu., Soard of App.al., alpt. Z810Z1, Harrl'bUrg, PA 171Z8-IOZ1, OR
~.lla~lln, 10 "1101. Ih. .llt.r d.t.raln.d at the audit of the account of the p.r,on.1 r.pr.,.ntatlv., OR
u",p'll 10 the Drphlln.' Court
ADMIN"
I"RAfly(
CORA[CIIDN'I
OISCOUHII
PENAlty I
IHnAII'1
'lctu.1 .,ror. dl.covlr.d on thl. .......ant shoUld b. addr.s..d In writing to: PA D.part..nt of R...,enu.,
Bur.au a. Individual I...., AllHI Po.t A...s...nt R.vl.w Unit, CEPT. Z80601, Harrl.burg, PA 171Z8-0601
Phon. (/111 18/..\0\. S.. pig. \ of the bookl.t "Instruction. for Inh.rltanc. Ta. R.turn for a R.sldsnt
O.c.dent" IP[V.I\oll tor an ..plan.tlon of adllnlstr.tlv.ly corr.ctabl. .rrors.
II any la. tNa I. Plld wllhln thr.. (SJ calandar aonth. aft.r tha dac.dant'. d.ath, . flv. p.rc.nt (5~)
dl~count 0' the ta. paid h 11I01t.d.
'h. I\X tl. .an..ty non'plrtlclpatlon panaltv Is coaput.d on the total of thl tax and Int.r.st ....s..d, and not
paid b.fo,. January II, I"', Ih. flr.t day altar the .nd of the ta. a."..ty p.rlod. Thl. non-participation
pan.lty I. ,ppa.labl. In Ih. .... .annlr and In Ih. tha .a.. tl.a p.rlod a. you would app.al thl tax and Int.r..t
tha' hit h.", .......d It Indlcal.d on this notice.
Intl,..t h t.haru.d IlItlMlnt with tlnl dlY of d.llnqu.ncy, or nln. (9) lonth. and on. (1) day
tro. Ih. dll. 0' lI..th, 10 th. data of Pllyllnl. 1.... which blca.. d.llnqu.nt bafora January I, 19a1
b..' In",..t ,t Iha "t. of .IM (11:0 part.nt pit annUlI calcul.t.d at a dllllly rlllt. a. .000164.
All t.... which bl"" dlllnqu.nt on or atllr January I, IlJIZ 1lI111 b.ar Int.,nt at. rat. which will vary fro.
ullntll' .,lIr to ul.nd,r .,..r with thlt r.t. .Mouncad by th. PA C.part..nt of Rav.nua. Ih. appllcabl'
Inl"..t r.t.. 'or 1911 through .." ara:
y.., Inl.,..t A.t. C.lly Int.r..t r.ctor
Yur Int.,nt Ratl C.lly Intarnt Factor
1987 .~ .0ClOZ47
19aa-llJ91 I1X .000301
191JZ .. .001lZ47
1'91-1lJlJ4 ,~ .00019Z
IlJlJS-llJlJ1 .~ .000Z47
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I. cllculltad ..
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.00UDI
.aDUS6
.DODZ/4
follow.:
INTEREST . SALANCE OF TAX UNPAIO X NUKSER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
..An., Hotlc. 1"Uld aft.r tha t.. b.co... d.llnqu.nt will r.flact an Int.r..t c.lcul.tlon to flft.." (IS) day.
b..,and th. data of thl ........nt. If pay..nt I. lada altar the Int.,..t coaputatlon data shown on thl
Hollel, addltlon.1 lnt.r..t ~st b. c.lculat.d.