The URL can be used to link to this page

Home My WebLink About96-00735 , ~ ~ ..... ~ 0 \ -. cu '1S .. . .e 0 Z e tit LI.I ... r) ~ ~ , '" " .~ "I ----.J ........h.. ('\ -........j "-- ..-....., I::: '<:;) :;, ("... ~ \:.,'~ '"", , C-\.., ,~ O~ 0 '" '0 5 ~ J" i ~ "J j 't c: ~ j ~ '''<) '- I '-J ! "- ~ ~ Cr--. I I~ C>! -.... ~ , ~ I , \~~.~ ~ CJ .. .. . 1", . , , I ...... , '<:> ~r---. " \ !!fl' '.' '"' , "/D " d ~ II ;j,/' " -~} , ~ ~ ; (Ji .. ~,~ I U . - , It.~ """ .....-.0. W ....-"'"", COH \lNWLAI III (If PENNSYI VANIA II!.fl/,!llm_~tl Of RI-Vl'.NUr I\II~I.U Of INIlIVIUUAL TAXES I1IPI, ,'60601 ItMHnSRURG, II. 111?S-0601 *1 I INFORMATION NOTICE AND .' . I TAXPAYER RESPONSE (iV.li.S fill" (I-t" l...._,........,.....,.-..-.~".,....-~~_...-., I ' , /) (, Ii . , FILE ACN DATE NO. 21 '/':" 73, 96138959 09-07-96 EST, OF DOROTHY K COLLINS 5,5, NO, 192-50-4926 DATE OF DEATH 07-19-96 COUNTY CUMBERLAND TYPE OF ACCOUNT Ij SAVINGS [] CHECnNG [] TRUST IX] CERTlf . BETTY J GIMPEL 1410 CARLISLE RO CAMP HILL PA 17011 REMIT PAYMENT AND fORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DAUPHIN DEPOSIT BK & T hfl& provldod the Oepnrtment with thR Informlltlon Ilstod bolm., which hns boon usecl In <mlculCltlng tho rotflfnil'lL tnK dlIO, lholr rocords Inclltftto that <'It the deAth of tho nbovo decodent, YOil worD II julnt owner/honoflcltlrv of thls account. If !fall fOlll thls InformllUon l!l Incorroot, plollu obtnln wrltton oorroctlon frolll tho financial Institution, attllch II cnrJY to this fom Ilnd roturn l\ to tile nbovo IlddrOIlli, Thh. Account 15 tnxab10 In aoaordnnco with the Inherltanco fa:.: IlIw6 of tho Commonwealth of Pennsylvllnln. Quostlons mn~ be nnswerod b!f calling (?17) 787-S3~7, COMPLETE PART 1 BELOW . M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Aocount No. 8100560439 Doh 02-07-95 Estab1 !shed Account Ba1.ne. PerClent T"xBbh Amount Subject to Tax Rate Pot.ntia1 Tax Due x 1,943,88 50,000 971. 94 ,06 58,32 TAXPAYER RESPONSE RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE 1"0 Insuro propor credit to your !'lecount, tOlO (?l coplos of this nQtleo must aOcomptlny your pllyment to the Regis tor of wills, Hako check payable, to: "Roglster of WIlls, Agont", K NOTEI If \nx payment~'tlre made within three 0) months of the deeedent's date of dOilth, 'IOU IIlSY deduct !'I 5% discount of tho t8X duo, ' Any lnherltunco tnx duo 101111 bocomo dollnquont nine (9) month!l after the dato of death, T.. PART [1J !FAILURE TO RESPONll WILL [- CHECK J ONE BLOCK ONL Y [ A, [] Tho llbove Inforlll8tlon and tax due Is correct, 1. You may chooso to romlt payment to ttl9 Regl!ltor of WlIls ..,1th two (:Op\OIi of this notice to obtnln II dlscOlmt or avoid Interost, or you mtty chock bo:.: "A" and return this notlco to the Roglstgr of Wlll'- and flrl official ilsseSSlllont will bo Issued by the PA Ollpnrtrnont of Rnvel1UO, B, 0 Thll above aSSllt hlls been or 101111 be rnported ...nd tax pnld with tho Per"'s~lvanlll Inheritance TilX rGturn to bo filed by the dQcednnt's roprosonlatlve, C. 01 The tlbove lnfortrmtion Is incorrect and/or..dohts and deductions worD ptlld bY you. -. You must compllate pART 0 !lnd/or PARl Ln bolow, ~ }'. I If you indicate a di1ferent tax rate, p1.as. state your relationship to decedent: __~_______ PART l!l DATE PAID q it, 19 r. DEBTS AND DEDUCTIONS ACCOUNTO rAO 1 2 --..:.. 3_ 4 .S 6 _ 7_ 8 CLAIMED llFFICIA"USE ONLi{ 0 MF PA llEPARTHiii:NlllF REVEtlUE __ '\"0-- --~ PART @J LINE 1, Date ~stablished 2, Account a.1.nce 3, Percent Taxable 4, Amount Subject to Tax 5, Debts and Deductions 6, Amount Taxable 7, Tax R.te 8, Tax Due I 2 T,'~X C~~ JC:NT.'Tr:C;r O'D7--)S 11'0. if? SD '17/..53, 4 'J...I!> ~, DO t> ",:" ~.v I .,t~ ntiL:nr: :O:1~UTAT:Or: or \"..\ 3--2L 4 5 & 7 X 8_ -- "i ,::~'-' o. I TOTAL (Entar on Line 5 of Tax Computation) AMOUNT PAID' I y""" $'!-} OL' 0 V___ PAYEE E "..,. ",. ~M fiI~, DESCRI PH ON 1;.1 ,,,;"-.4\ Ifl t. r"'jJL""'- rl" ,. r-, Under pana1ti.. of perjury, I d.c1are that tha cOMplate to the belt of my knowledge and belief, / }.. ! t (I 1,..: / ~ "" I" ~ -TAX~AYER SIjGNAtURE ' f~ct. I hive reported above Ir. tru./ correct and HOME: ( ) W~~~~;~ON~~:~~~~;-'--------- --il~P~Z GENERAL INFORMATION 1, FAILURE TO RESPOND HILL RESULT IN AN OffICIAL TAX ASSESSMENT with flflPllcilblo Intorullt IIl/SlId fm Inforllllltlon suhllllttAd hy the fl",,"0181 Inlltltutlon,' 2, Inherlttmca InK bOCOMO!J chllllrlqultnt nl"e months tlftflr thlt f1ncndnnt's dlltn of llGllttl, }, II joint account III tnxnhlo oven though tho decodol1l's nnmo OlliS fulfllld 115 il mntt"r of convQlllnnc9. It, Accounts (Inaludlng thou hold hntloloen /lUSblllH! iUld wlfo) Wh\Otl UI" dllCllllont Pllt In Joint nomes within ono YOtlf prior to deKth <Ire fully ttllwbh as tnlnllhrs, S. Accounts 8ttntJ1IsheCl jointly blltW8en hl/slll,"d Cln(1 wlfll mOrfl thnn on" VB"r prior to doath nfQ not trlKnble, 6, Ac<:nunts huld by CI daooclent "In truII for" llnothor nr oU"lr, lirA tll)(nblo fully, REPORTING INSTRUCTIONS - PART 1 . TAXPAYER RESPONSE L MOCK A - If lhe Inforlllot1on llnd computAtion In the notko lIro Gorroct llllcl daductlon$ ftrn not bolng c1almlld, Illnco lln ")(" In block """ of Pllrt 1 of tho "Tflxpayer R'l1POr\SO" tlnctlon, Sign two coplfl'il imd submit them with Your oheok for thQ !lIllOunt of tflIC to the Register of Wills of tho county Indlcutod, Tho PA Oupnrtment of Rovol1llQ wlll luuo an offlclol "ueulIlsnt CForlll REV-1S48 [X) upon receipt of the return frolll the Rogh;tllr of Wills, 2, Bl.OCK B - If the 8910t spoc1flscl on this no\l<:o hll9 hoon or will be l'llportod tlnd tflX 'lllld with tho Ponnsvl....nnln Inherltllnoll TalC Return fUad by the decedont's represnntatl\lA, place fin "K" In hlock "8" of Ptlrt I of tho "TIIICppIY8r Response" section, SIgn ol\e COP'J and rllturn to tl1ll PA Ospflrtm8nt of Rovonutl, 8urO/lu of Indlvldllfll Tllxoli, Oopt ?li0601, ttarrlsburg, PA 1:'128-0601 In tho onl/Rlope provided, 3. SLOCK C - If the notice Information 15 Incorrs<:t llndlor doductlons lirA heing clfllmsd, check block "ell and complote Pflrh 2 m,d ~~ ,=c':cr:H,"'-; to tho l!Ht"'Jc~!<:,n' "'llc'" <:1:::,,, h4" "1)1)\fl5 i'inrl Sllhllllt tl191'1 wIth VCll,r r.hIJr,1r fnr IhJII 'I,"I'1I11'1t o~ till( n'lv~hlll to the Rnrllllter of Hills of the county indlclltod, Tho PA OopflrtmMt of Revotlue w1Jl IUlIo an official flSlleSSlumt (forlll REV~1!i4& [)() UpOtl re<:olpt of the return frOM the RQgJ~tor of Wills, TAX RETURN - PART 2 - TAX COMPUTATION LINE }, Entor NOTE 1 the dsto the flCoount orlglnflllY WllU osttlbllshod or t1tlod In tile mllflner sxlflting lit dflto of dotlth, For II decedont dying nftor 121121621 Accountli which tho docodent put in joint nfllll811 \'I\'I;hin one (1) VOllr of dQtlth l!lrll taICllbie fully n'i trllnlifers. tiowevor, thQre Is an oxclusIon not to oICcasd $3,000 psr trl'lnsforoe rRgardhu of the \lalue of the account or the nu.ber of accounts hold, If fI double lllterlsk (MM) npp8!lrS boforo your first nllmo In the lIddrou portion of this notice, the .3,000 oxolllBlon alroady hu been deducted from thO 8tlCount blllanco liS roportod b:.o tho fll\ltnc1lJ1 Institution, 2. Enter the tot!!l balance of the Rccount Including Itltorost /tCcrued to tho date of death. 3. The percent of the 80count hlllt Is tllxllble for Jlllch survIvor III dQtArllllnod l:ll follows 1 II, The porcent taxnbh for joint l!ssets utabllshod more thnn one ye!lr prior to the cleo(ldllt\t's dO!lth: OIvrDED BY TOTAL NUHBER Of JOINT OWNERS [xe.phll A joInt asset registered DIVIDED RY TOTAL NUMBER OF 100 .. PERCENt TAKABLE SURVIVING JOINT OWNERS In tho nollle of the dS'Clldont and two oUler personl, 1 DIVIOED 8'1' 3 (JOINT OWNERS) DIVIOED 8'1' 2 (SURVIVORS) .. .167 )( 100 16,7% (TAXABLE FOR EACH SURVIVOR) 8, The percent tflxable for assots croatod within on~ YOllr of the docodent'l death or Accounts owned by th~ doc~dent but held In trult for snother Indl....ldua1{s) {trllst beneflc!arlnll 1 DIVInED BY TOTAL NUHBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES K 100 .. PERCENT TAXA8lE ExeMplsl Joint &~count ro~lwterod the tlacedAnt, 1 DIVIDED BV 2 (SURVIVORS) .. ,SO In thM nflMS of the deCAdent and two other persons and estnbllshed within one !fear of deflth hy X 100 SO% (TAXABLE r"OR [ACtj SURVIVOR) 4, Th~ aMount 5ubjeQt to ta~ (line ~l Is deter~lned by multiplying tho account balflnce (line 2) by the porcent taxable Cline 3), S. Entor th, totel 'of the debts and deductions Ilstod In Pllrt 3, 6, The alllount taxable (line 6) II dCltermlnec1 by subtr!lCtlnll tho d9t1tS and deductions lline !lJ fro. tno 1Ill101lnt lubJo'J1 to (aIC l.IJlI61 'II, 7, r.nter the approprlato tflX rate (lIne 7) flS d9t~rmlnod bolow, A, for date. of death occurring IIHer 6/30/9(1, th~ tax nlhl for tranlfert to spouse. MO lHl folloWll 1. Oatu of death on or flHer 711/94 lInd beforo 111/95 the rate II 3r" 2. Datu of death on or filter 1/1/95 transferl to spousu will be taxed 8t 0% tax r!lh, Notlll For det.u of death prior to 7/1/94 trnnafers to SPOUS08 arA tnxllble at 6%, ft, Trenllhr. to lineal dncel,dnnt5 .Including fI'lthor, mothor, son, cI!lllghter, lIrnndQhlldren, lIon'ln-lflw, daughtlr-In-law, ItepohUd lInd theIr Issue lire tllxl'lblo lit slIC percent (6r,), C, Trlln.forl to all others Inoludlng broth8r~ sliter, linch, mInt, nophew find niece nre taxllble !It #lftflon pllrcllnt (I!i%L 0, If YOl! chllnge the tex rllte, plollU Ipec1fv your relationlhlp to the dflcedent In the lIrea pl'ovldlld, 8, The lllllollnt of tal< due (lI~fl 8) Ie dotormlned by nWltlp!ylng the !llllount tflxflblA (line 6) hy the tllIC rllte Cllnll 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debt. !lnd deduction. fire deterllllned liS folloMs: A, VO~1 legally are rlllPotlllble fClr paVlllent, or the estllh subjoct to l1dnlinlstr&t1on by II personrll rwprelont!ltlvll I. InluHltlent to PllY the deduQt ible I hili, 8, Vou !lQtulJ1Jy paid the debts flHer dOflth of the decfldent llnd cfln furnl&h Ilroof of pflYIlIClrH. C. Debts being clalM.d ",u.t he It....i.!od fully In Part 3, If l1ddltlonlll 5'11'1(;0 II noeded, un plllln pflper II 112" )( 11", Proof of Plly..nt IUtY be requut.d by tho PA OQPflrt"'ent of RClVenllll, TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-0327. TDDt (717) 772-2252 (HEARING IMPAXRED ONLY) / / '!r. i EST, OF DOROTHY K COLLINS 5,5, NO, 192-50-4926 DATE OF DEATH 07-19-96 COUNTY CUMBERLAND I I FILE NO. 21- 'J' ACN 96138960 I DATE 09-01-96 '""""-~--=,="""""""-c""""",,.,-,-,,,,,,,,,,,,-,,,,...,~=....-,,, TVPE OF ACCOUNT [::I SAVINGS Ixl CHECKING [] TRUST [] CERTlf, .1.t ~;:") '-' COHH't-lWEM 1lt Of prNNSVI VANIA lltPAhr/,U:NT or RrVI:NlJr IHlRrAl! or HHllVIOlMI Il'\xr!l IlrflT" ~80601 IIARRISBlIRO, PA 17128-0601 ,,~j -',~::?~=:~: BETTY J GIMPEL 1410 CARLISLE RD CAMP HILL PA 17011 REMIT PAYMENT AND fORMS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DAUPHIN DEPOSIT BK & Thull provhJod tho Depnr\mMt with tho Informlltlon llstad heLow IoIhl()h hus hmm usall In clllr:ulfltlng tho potentl<l1 tal< duo, It\lllr' rucords Imllc8to thllt [It tho deo!ith of tllll ilboVD dIHl(Hlont, YOU WllrR I, Joint oWf1l1r!lHlnof!()lnry of ttlls flCCOlJnt, If YOll it/ol thlll Inform<ltlon ill Incorroct, ploasQ obttlin wrllton oornwtlon from tho flmlflclal Instltlltion, atttlch d COpy to this fur'" fmo r..turn II to thR ilhove addrO'lA. This ilCOollnt III tAl(llblo In ~ccordflnco with th(l Inhorltflnco Tin" l.ml$ o( tho Cnmmnnwljlllth of flnnnsylv.\t11<l, Qu"gtlons llIay llfl llflllWIHe-cl lly cfllllng (17) 187~83V, COMPLETE PART 1 BELOW Acoount No, 0022081038 . " . SEE Oat. Establishod REVERSE SIDE FOR 04-11-81 FILING AND PAYMENT INSTRUCTIONS K 860,28 50,000 430,14 ,06 25.'81 TAXPAYER RESPONSE RESULT IN AN OFFICIAL TAX ASS~MENT BASED.ON THIS ~~ [0 lnsurfl prOfl\lI' credit to your lICCollnt, two (ll copios of this notlclI mlJst <Jocompnny your pllynlont to tho RoUlstol' of "Hils, Make check Ilflyablll to: "Roglstllr of 11:1115, Agont". Account 81l1ance Porcent Taxable Amount Sllbjec t to Tax Ra'tt. Potential Tax Due x ~IOTE: If tnl< pnYlllonts 1I1'1I mnde withIn throG 0) months of tho dQcGder,t's dilto of chlilth, YOll "my deduct tl !i% discount of tho HIIC d~lO, Arw lr\tHu'ltnncn tmc duo will l.loco,"e dllllnquant dno (91 ~Ionths aHar the dlltll of death, Tax PART [UI FAILURE TO RESPOND WILL [CHECK J ONE BL OCK - ONLY A, [j Thll ilboVll lnformlltlon <Jnd tax duo Is corroct. 1. You mi'lY ch"ooso to n1mlt 11I]'J!iont to the Roglstnr of Will!1 with two coplos of thIs notlco to clbtflln n discount or "voId Int(lfl'~(J or you llIay Child, bo:< "h" i-.nd raturn this notlco to thQ Roglstgr of ..llls Ilnd an officIal flsSlbSlIlont will be Issuo~ oy the PA [)opClrtmtmt of Ravemllil, B. [J Tho ahovfI flS!lflt hilS llOen or 01111 he rnpol'tecl and t<lX pClld with the PnnnsylvClnla Inhor'ltllt1Cn Ta>< rnturn - to he f llocl hy t/\O clncl;\dnnt Is rQ'lrosnntatlvo. t, r-t] 1110 auoVll lnformatloll Is incorrect <Jml/or debts "nd deductions Wflrn pnld by 'f'OU, 11 YOlI rlust complnt!l PART lY..l and/or PART fD below. PART [3] If you indicate B diffBr~n~,~axvralBI Pl..~. state your relat ionship to decedent, ,~-bv-1--","-j,._~-L__._- ~t~ICIALUSE QN.l:~ [J AAf . PADEPARTMENT OF REVENUE TAX ~t:TU~N ' CC:~r:UTATICr~ LINE 1, 0.10 Establish.d 2, Account OalQnc8 3, Pftrcent Taxablw 4, Amount Subject to Tax !j, nebts and Oeductions 6. Amount Taxable 7, Tax Rata 8, hx OUft OF' 'TAX Oi~ JOIf~T/''rnUCT 1_ ()l ( .- II .. f I 2. !flb.';..." 3 K r;-J 4 '()O.I" 5 11~()t,C,{) 6 () 7_ K 8 c\ PART I~] DEBTS AND DEDUCTIONS ACCCi.:NTS fAD, 1 2 3 4 5 6 7 a CLAIMEp - t.......-.._ !'i'! -....." , . - .1' ;,,' " DATE PAID PAYEE ~t'''O'O l"~'~ TUTAL IEntar on line 5 of ,..)( Computation I DESCRI PTI ON AMOUNT PAID i'- 2-D (.~ U f'i'~ Ill. rl._ft~~ /)"----J'v r '-< tl' j . Under penal t i.. of I'.r jury, I doc hr. that the cOlllPht. to the best of my knowledge and belief, 1~Jp~1~(sIot';TO~t/ (II( 1'< { facts I he.... r.poded above lIlre true, corr.ct Dnd ~~~; i 717~2_~i'-'"-:3I f~_-?7;~J:T7 (. ---rrrn>miNrllllMBER 6A'TE ~ / GENERAL INFORMATION J, FAILURE TO RESPOND WILL R(SUl T IN AN OffICIAL TAK ASSESSMENT ,41 tll '1fl1111(l/lhln jntorut hRUd rm Inforllll'lt Ion luh..lttud by thll flnnnclnl llllltlhdlon, ?, In".rltftnca thl( haeo,"'" delln'lu"nt nine ",ontlls nftor the ltUCJllhilflt'!i tint. of (lOAth. l, A joint Rccount Is tllllnblu OVDfl though the ljllollllunt''l nnmo wnH mldllrl "' 11 mnttnr of r.orw,mlllflC'q, (I, Accounts (ltlllludlng tho.n he1rl bulwlIon husbflnd lIncJ wlfol which thll dilcndpllt IJut In joint l\IU1l1UI within ana yellr flrlor to death aru fully hlxable IUI tnlnllforrL !j, A<:countl tltltblhhod jointly betwOIIIl hu.btmd flnel wlf. mOfU thnn {Jnu YU'lr ,Irlllr to (I,,"th nra not tll)(t'lbh. 6, Aoco~ntl held by 1I de(.edent "In trust fQr" llfltlther ur nthnr, 111'0 tllKtlhlo (\lily, REPORTING INSTRUCTIONS PART - TAXPAYER RESPONSE 1. BLOCK A - If the Informntlon Md computtltlon In tho notlc:e urn corrnct llnd duduct\ons /lro I\ot being olrdmad, plftoe an "X" In block "A" of Part 1 of the "Illl(pll'oJor Rospo7lIG" section. Sign two coplol nlld sUll"'P thall with your check for till! Illllount of tal< to the Register at Wills of the county Incllcoted, The flA Dap/lrtfllent uf RnlJflmUI 01111 luua nn officIal llSluslllent (ForI! REIJ~1548 EKl upon receipt of the .,,,turn frum tho Rogllt"r of Wllh, Z, Bl.OCK 8 . If the allot spuclflod on this notlco hns boon or 01111 11" reportnclllfld tnl( jJnld with thlil Pennsylvania InharltanoQ Tal< R4Iturn fl~&d by the tlClc9dClnt', rQjJrluontfl\lv&, plllco 1m "X" In block "1\" of PArt I of tho "TMpnYAr Ruponu" soctlon,. Sinn one oopy IInd rClturn to thll PA DuplI,'tlllont of ROlJontJe, Bureau of Indlvld\ull Tal(nfi, llept 2/10601, Harrisburg, /lA 17128-0601 In thCl anvolopo pro\,ll~od. 3, hlOCK C . If the notloo Informlltlon Is ltloorrnct "nd/or df/t1uctlnnll fire bolng clflllrlud, chack blook "C" find complete Pnrt8 l d/ld :\ ;;"':'G,dL\g tJ th.. Ir,Jt,u::tl.:ru 1;;,:c.~1. ~l..,', tl-l.. .:..:.pla::. .,,.,:; SUb,ldt lh..., ..:U, ~r..",' ..I.....:, :01' tl1.. t,~,,,...;",t c.: Ie.>; iH,'II~:" ~c. HI'" ~:ij~I.lt..1 ol Wlll1 of the co\'nty Indloahd. The PA Oepllrtll8nt of Rovonue wJ11 Issue an official aUClSlllent {Fol'''' REV'1548 EIO upon rGclllllt of th~ raturn frOM the ROQ1atClr of Wills, TAX RETURN - PART 2 TAX COMPlITATION LINE 1, Entar NOTEI thCl rlllte tho 60COLIflt orlglnolh WilS Ilstab11shlld Of' t,IUou In the "tarinor ol<lstlng tit date of doltth, For a deoedClnt dying aftor lUlU8?: Acoounts whJ<:h thCl clecodClnt put In joint nSlllos OIl thIn one (1) YOflr of da&th !'Ire hl<lIblG fully !Ii: trnnsfors, tJowClvllr, thorCl h an 0)(cl\l110n not to ol(cood $3.0ClO pClr tronsforClo ragsrdlou ol the volull of the account or tll. i1ulIlbClr of 8ccounts held, H II douhh asterisk (lUll tlppeers bofore your first naMO In tho lIdclreli8 porUon o( this notice, the $3,000 Qxclulllon ~lread~ h81 bClen deductod fro~ th~ lIocotJnt balanoe liB raport~d by the finanoial institutIon, (" Entor the total balanoo of thCl account Including IntClfut f1coruacl to tha dllto of death, 3, Tho percont of tho account that 11 tlll<8blo for eaoh survivor is dCltClrlll!nlJd III follows: A. The peroClnt taxl!Illh for :Joint assets established mo,o thrm one yellr prlur to tho dooodont's doalhl DIVIDED 8'l TOTAl NUMBER OF JOINT OWNERS El<8.plal A joint aSlot rClgistorod DIVIDED BV TOTAL NUMBER OF )( 100 .. PfRCENT TAlCABlE SURVIVING JOINT OWNERS In tho nalllCl of the decodent nnd tl-lO other persons, 1 DIVinED BV .5 (JOINT OWNERSl DIVIDED BV Z (SURVIVOR':.>) .. ,167 )( 100 .. 16,7% (TAXABLE FOR EACH SURVIVOR) 8, The porcant taxablCl for aSIClts or.tlted within onCl voar of thCl docCldont's ~ollth or accounts owned b~ the dllc.d~nt but hCl1d in trust for l'InothGr indllJldua1(s) <trust benoflcJarlU)1 1 DIVIDED BV TOTAL NUMBER OF SURVIVING JOINT OWN[RS OR TRUST BENEFICIARIES X' 100 .. PERCENT TAlCABlf El<e",plel Joint aocount regl6tored the decadCln t . I DIVIDED BV ~ (SURVIVORS) . ,50 In the I)flme of tho dooodent and two othor persons and utflbllst.Cld wlthln ona yellr ol dClllth by )( 100 50% (TAXABLE FOR EACH SURVIVOR) 4. Tho a.ount subject to lal< (IJna 4) Is detClrmlned by lIlu1tlplYlng the IIccount balanoCl (line ~) by the percant ta)(lIblo Cllno 3), 5, Enter tha total of tha dabts Ilnd dadu<ltlons listed In Part ,~. 6, ltlG 81l0unt tlll<ohle (line 6) is determlnCld by subtraotlnll thll dobts nnd dClduot1ons (line Sl froll thCl !!I.ount subjClct to hI< (line 41, 7. Enter ihe approprlntu tal< ratl (line 7) as detorMined below. A. For det.. of duth octurrlng after 6/30/94, thCl tal< ratu for trtlnsfors to spOUlles fire III fol1owl/ 1. Datu of UClllth on or aftClr 711/94 and bCllorlil llllCJ5 thCl rata is 3%. Z, D8tel of doath on or nftClr 1/1/95 transfers to iPOUSClI wIll be tal<ed at 0% tllX rate, Note: For dat.. of duth prIor to 711/9(, trnnshrl to SpOUIClS are tftxlIbh r.t 6%. 8, Transfors tn 11nCl81 dOlcondants including 'IIthor, ,"othClr, son, dllughtor, grandohlldren, son~ln-law, d8ughter-ln.lftw, ItClpohl1d and thalr Ilsue nre tRl<lIble at sll( pClrcent (6%), C. Tren.fer. to 1111 others lnoluding brother, IllItar, unolo, aunt, nephow and niece are tlll<eb1o at flft.en plrolnt (15%), 0, Xl YOU Change the tal( rllte, plClue liPec!fy your relatlonshlp to the t.1ecCld,.,t In tha ftru pro\,lldCld. 8, The aMount of tal( duCl Cllna 8) I. datarmlnod by mU1th.dYlng tho RlIOunt to)(oblo (11nCl 6l by tho ta)( rftte C1lnCl 71. CLAIMED DEDlICTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED A110wftbla debt. and daductlon. lire deterfllln.d ftS followSI A, Vou legally ~rI rClIPonslbh for pfty,.ent, or tho ostato subjacl to t1dllllnlstrl'ltlon by a personal rClpra.ontfttllJCl Is InlufflclClnt to fifty the dClduotlblCl itn.l. 8, You 8otu811v paid the debts nfter d8llth of tho decedent tmd can furnish proof of paYIIIClnt. C. Debts being clal",ed mUlt Ile It8~Jzod full... In Part 3. If Ilrldltloflltl SP!lflCl Is IIClCldod, un phIl" paper 8 IIi''')( lln. Proof of payunt May bCl r.quuhld by thll PA nopnrtlllant 'If Rev.nue, TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY , REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRIc'r OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARR1SBURG AT (717) 787-8327. TOO. (717) 772-2252 (HEARING IMPAIRED ONLY) ,. I NO. 21'- qi" . 96138961 09-07-96 " .. ,~ , .")h CflHt'''oHWr.AlIIl 01 Pl-HNS'(lVANIA IlLP#>RlI1r,Hl or IUVEHU(- I\URIAll of lHlllVIUUAl tAKES lJ\:Pl, <,&0(,01 HMHltSaURO, pt. HIZ6-0flOl * !', /J ( INFORMATION NOTICE AND TAXPAYER RESPONSE ~-,-,...-__ 'L'''.'''".=*-'---'-'-''-''''=>-'' FILE ACN I DATE I ....~-....~...--=_"'-"..~~,_-=.~F=-_FO_').=,,~'.2'r_~.'" TYPE OF ACCOUNT l] SAVINGS lJ CHECK ING [I TRUST [xl CERTlf , H~.\HI 0 ~f' II ,~~\ -- EST, OF DOROTHY K COLLINS 5,5, NO, 192-50-4926 Di\TE OF DEATH 07-19-96 COUNTY CUMBERLAND BETTY J GIMPEL 1410 CARLISLE RD CAMP HILL PA 17011 REHIT p^YMENT AND fGRHS TOI REGISTER OF WILL.S CUMBERLAND CO COURT HOUSE CARL.ISL.E, PA 1701' O^UPHIN DEPOSIT BK & T ,,,. pro.id.d ,h. D.p.rt..nt with tho info".ilon iI.'." boiow whi,h h" ,,,.,, ,,,od 'n ooiou,.,ln. tho potoniloi ,,, dU., Th.lr "md' indl'o'. 'hot ,t 'ho d.,th of tho obo," d".dont, ,ou woe' " Jol'" o,,,.</b<>",l\d"" of "d. """"t, if ,au 1<>" 'hi. 'nlor.,iI", I. lnco".d.. plo". obt,ln ,eI"." oo".cilo" fro" "" 1\,,",,010' In.lItulloo, .""" 0 no" to th" fu" eo,1 ,.,..'0 " '0 ,h" .boo" _""", Thl. .".unt I. t".bI. in ",or""'o ,ith tho "nhOelto"'. ,,, [,,,,' of tho cooo""ooith 01 "on,,,,,,,nlo, Quostlons mnY be answerod by calling (7\7) 767-837.7, COMPLETE PART 1 BELOW Acoount tlo, 8000176785 M . M SE~ REVERSE SIDE FOR Da~. 05-18-81 Established FILING AND PAYMENT INSTRUCTIONS ---;-- To Insuro propor crflcllt to 'j,lllf <lCCount, t\~o {?l copiaS of ~hls notlcQ Plllst accofl1pan'll 'lour p<I'IIment to the Rogister of 1-1111'>, HaK9 c!lo<:k p<l\lClolll tal "ROflist9r of \-1111'1, Agont", FAILURE TO RESPO"D 1,008,59 50,000 504,30 ,06 ,0,26 -= TAXPAYER=RESPONSE WILL RESULT IN A" OFFICIAL TAX ASSESS"ENT BASED 0" THIS NOTIC! Account Balance porcent Taxable Amourd:; subject to Tftx Rate pot.nt\al Tax Due HOTf.: II tllX pO'llmllflts <lro nll_Hlo ~lthln thr90 (3) months of tho dOCf!(lllnt's dn~& of oBath, 'lOll nmY dod\lct 8 Ii/. dl!lCOllntof th<t talC- dUll, An'/ Inhllrltanc& t,1lC- duo \ojlll hQcomlil dotlnQu9nt nino (9) months aftor thO d~t9 of desth. - 'K Tax x P^RT m A, lJ Tt19 flUOVO Information and tax dllQ Is correct, ,_ i. ,,,' mo' chOo'. to ".It p.,o.nt '0 tho R.."'.' of Wltl' "lth '''000'''''' 01 thl, 11011" to nbt,ln a d'ooount or ovoid In,.r"t, or '0" mo, chon' boX ..... and ,.,,,,,, 'hi, nolloO to ,h. R..I'\OO 01 Wltl. ond an offid., ""....nt ,lit b. i.."od ,,, th. P' ,",oel..nt 01 R,,,nuo, " 0 Th. obo," "sot I'"' ".on or ,III b. raportod ,nd tox pold with 'h. ponno,i,.nl. 'nh"ltan" T.x """n to bo fllod b'/ the clocodont'!i. r\'lPl'lIsnntBt1VQ, C, l2J Th. .b'" 'nlo'm~lIon " In,,"'.ct ,nd/or d.bt' .nd ,lo"",lIon' "" p,.I<I b. ",U, _~ VOII must comp!ato PARl lD tmd/or PART 0 bQlo~, If )Iou indicate a diihrent tMx rate, pleDse $obt. ~our relation5hip to dee.d.ntl------.~.-~-.-------.---- [CHECK J ONE BLOCK ONLY - .' .... CIAL,USF. OHl.~ [1 AM PA UEPAllTMENr OFR'tl:VEHUE ~. P^RT [~ TAl( LINE I, 2, 3, 4, S, 6, 7, 8, A:CO~.mT3 rAt; 1 2 ~ - 4 5 6~ 7 8 CLAIME'p - cr: T;,i: ;:'it JCIi1T"i;1~~i 1--1J <:' I f- }' ( 2_ 1 00 ~, , r 9' 3 X 'CU 4_=60 '1' ~"'i' s '1'.,0' C> 0 6 () 7 ~ B 1:;/:' .;,.1 ~- C01,j~UTAj'ION - R;:.-rU:U; ~- rj'., Date Established Ace aunt 8alance Percent Taxabh Amount subject. to Tax nebt~ and Oeductions Alllount Ts)(abl.e TaX Ro'te Tax Due -- '"I - ,~..... - - , ...,..~ ('i - - : DEBTS AND DEDUCTIONS AMOUNT PI\ID P^RT \.3] DATE PAID ~, DESCRIPTION (f P '-./0' r '- , -- ; . t' . td.l -- PAYEE ..k.' ,./(-11.1- L TOTAL (Enhr on L1n.-.~of Tax COMPutation) .f.c'ts I ~ Under p."al t ia. eomplete 'to the b..~ ~f perjurY, I declare th~t th_ of mY knowledge and belief, ( ( 1)( /) I' \ ,- hay. reported abov. ar. true, correct and HOME _ (-)11 n) 2L}['f,L WORK ( ) TELEPHlffiE NUMBER -' - -Jl~J Fff TE , } ,\ i IL ~' " (/ ~m TURE GENERAL INFORMATION 1, fAILURE TO RESPOND WILL RESllL T IN AN OffICIAl. TAX ASSESSMENT with fJppllcllhle Intornllt tlll,eel on Infor/IUttlC,ln subMitted by the fln8nolnl Instltutlnll, ;?, lnhvrltl!lnco till( beD a_I delinquent fllna I~Ol1ttll nftor tho f1fi1codant'" dllto of dQllth. 3, Ai joint lIccount I' taxnblo aven though tho doclUllmt's nnlllo Willi IIlJ(hld till tl mllltlll' uf conlJunlaflcn. 4. A"oount. (Inoludlng tho'e held hello/QIln hlllbllruJ linN wlllll whll:h the {Iocedonl Jlut In Joint mllllns within one Vanl' r1rlor to dOllth Bra fully tll!labla 81 Irllntforl, 5, Accoun t. astnbllthad Jo Int I y betwoen l1uoblll1d nnd wi'. /1101'/;1 thlln IIno V811r In Il.lr to doath nr. not hll(nbla, 6. Accounts held ,bY" decadant "In trullt for" anothor or' otl1erl or" lnxfttile fully, REPORTING INSTRUCTIONS - PART 1 TAXPAYER RESPONSE 1, BLOCK A . If the InforMation find computlltlon In the notice nfll corroct nnd dodu{;IIGfls nrD not helng clAimed, p1nce ftn UK" In bloClk "A" of Pert 1 of tilt! "T(J)(p/IYQr ROllpon!lo" 5Qollor1, SllIn twu coplOD llnd 911hllllt th81l with your oheok for the 81110unt of hI< to the R.ghtor of 1011115 uf tho county Indlcntnd, [he PA DOflnrtlllont of RO'Jomul will latue nn offlclol rISle...en\ (ForM REV-'1!'48 E)<J upon rMeipt of tho rllt\II'n from tho Reglstor of Willa, Z, 8l0CK II - If the allClt spCllilflgd on this notico hlU hmm or will ho reportod nnd tnx "tlld with thll Ponnsylvnnln Inheritance Tal< Return filed by tho deceden~'s t'opreSQntntlvo, pl/lcO un''')('' In hlock "8" ul JlMt 1 of the'''TflKpllyer Re.ponf;II" nctlon, Sign onll copy and rllturn to the PA Dopllrtlllont of Re\,lQnllo, IIUrAlhJ of lndlvldultl f"KIIS, llnpt ;:'80601, Hl'lrrltlhurg, PA 17128-0601 In the enve1npe provided. 3, BLOCK C - If the notitie Inforlllntlon is In<:orroct ilnd/or doductlons IIr8 biting clltll11od, check hlock "C" "nd complete Pert. 2 Mld 3 cooordln; to the InJtruotlo:1J lu. 1001 , ~Iwn (wo tla"lG~ ,Ir,j llublllJt t(",6Jl ,11th iOOJr ch..o:, (," t:,. c,"h'\.llll 0; tj,^ pOl,...,I. \\< l;-I. r:ilw~.l'lI of Wills of the eClunh Indicated, The PI. OOPllrtolllr1t of Ra\,lenue wl1l IlIIue IIn offlc181 81S1lIlMent (For-II Rt:V.lS48 no upon reClelpt of the rotllrn frolll the Registor of Wills. ' TAX RETURN - PART 2 - TAX COMPUTATION LINE L, f.ntltr NOTE: the dnte the lI(;ommt orlgInllllY Wftl eltnbl!shed or tltlod in the lIInnner oxistlng at dlllo of death. For n deoedont dying filter lU1Z/521 A(lcounh which the decedent put in Joint nllfll8!l within ono (ll yeflr of dnth fire hKabie fully bS tr~msfers. ttowever, thero Is Iln eKcluslon nClt to o)(ceod $3,000 por transferClll regftrdlen of thll value of the ~ccount or the numner of ft<lcountl held, If II do'ublQ 8lte, Ilk (IIIl) llpp/lSrS beforo your first nA!'Ie In th8 ,.ddrOIl portion of this notice, the $3,000 eKclullon alrudy hal b..n'doduohd (rD. thB nooount balance 0$ rfilportod by the financIal institution, Z, Enter th. tohtl btllllnco of thll llCOClunt Including Interut necrued to thll dnto of duth, 3. The porcent of the account that I, tllxllhle for ellch Aurvi\,lor I' doterllllnu~ al (o11owSI A, Tho plreont tal<lIble for joint flU"h 0I\!lbl11hed more them ono yoar prior t,o the de(lQdent's dllllthl DTVIDED BY TOTAL HUMBER OF JOINT OWNERS ha.pl'l A Joint lluet r.eghterod IJIVllJEO 8Y TOTAL NUHBER OF )( 100 PERCENT TA)(ABlE SURVIVING JOINT OWNERS In the nan of the decedent ...nd two other I)erlon" 1 DIVIDED 8Y 3 (JOINT OWNf:RS) IlIVIDED 8Y Z (SURVIVORS) .. ,167 X 100 .. 16,7% (TAXABLE FOR EACH SURVIVOR) 8. The porcent hl<tlble for Q"ets croahd ~dtt\ln ane yur of the dllloadent's death or IlCcount' own'ed by the docedent but held In tru.t for another Indlllldull1(s) (trust bensfJclarles)1 1 DIVIDED BY TOTAL NUHBER OF SURVIVING JOINT OWHERS OR TRUST 8EHEFICIAiIES )( 100 PERCENT TAXABLE Exa.plel Joint llccount reglsterlad In the na"" of tho d"cedent tlf'ld two other p~rson!l and estnbllShed within onA yur of dllllth by th" deoedlln t, 1 DIVIDED 8Y Z (SURVIVOR$) .. ,SO I( 100 50% (TAXABLE FOR EM':tl SURVIVOR) 4, Tho aMount lIubJeClt to tax Oln' 4) is deterrdned by multiplyIng the tulcoUnt bahmce (lIne Z) by the peroont tal<Bble (lIn. 3), 5, Entor ttIQ total of thu debts and dllduot1onl 11stlltl 1n Part 3, 6. The n.ount t8l<ab1e (lIne 6) h deterlllIned by subtrllClt!ng the dobh nnd deduotlonli (lIne S) fro. the ~.ount lubje(lt to tal< (lln. 4), 7, Enter the appropriate tu rata Olne 7) &1 deterlllned below, A, FClr dete. (If death ooourrIng aftar 6/30/94, the tl!lX rates for trnnlhrs to SpOl1S1l1 ..'1re tiS follow.: I, Oat.. of death on or aft.r 7/1/94 nnd before 1/1/95 the rato I. 3%, Z. Oato. of dAath on or aftor 1/1/95 transfert to spouses will be taxed llt 0% tal< rat~, Not~l For date. of dlath prIor to 7/1/94 trensferl to SPOUllIl nre tnxuble at 6%, 8, Tran.f.ro to lineal de'(lendant. Inoludlng hthor, 1Il0ther, .on, ('nllghter, IIrftnd(;hlldren, lon-In-law, daughter-In-law, .tepchlld find their 181ue 8r'e tft)(lIble at III< pArolnt (6%1. C, Transfers to 611 othors Including brothor, Illtor, unch, aunt, nephllw llnd niece lire tlll<abh at flfhon Pllro.nt 05:0, D. If yoU change the hlK r!lte, ploft.. speoih' y\1ur rolationlhlp to the declldent In thA IIru pro'Jlded. 8, The aMount of tal< due (lIne 8) 11 dotArllllned by lIlult!plylng the ftllount ta)fable (lInll 61 by the tftX rate (lJn. 1). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED A110wlhIe nClbh and deduotlonl lll'e datClI'ml,nect 01 folloWll A. You leulllh are r.sponslble for ptlYlllent, or the utato $llt.lRCt 10 nd.lnlltr..tlon by a flllrlona! repre,entlltlve 11 In.ufflcJent t. ply the d.duotlblll HUI. 8, You ftctually paid the debts nfter dAllth of th. decedent "nd erm furnish IlrClof af prWll8nt. C. Oebts b.Ung cllll.ed IllUlt he 1t...Jud fullY In Pl...t..\, If "ddltlonnl SrI/lee II Ilfleded, \111I plttln paper 8 112" I< 11", Proof of pay..nt .ny bll raquestod by the flA Oeparteant of RevHIluR. c: TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEP~RTMENT OF REVENUE DISTRICT OFFICE OR CALL iHE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRV UNIT IN · ".."'". " t1l1> '~."'. ~'" m- ~" ~E"''' lHP~'" OM'Vl PURPOSE OF NOTICE I PAVHfIH I REfUND (CR) I ,. 1 "-;::1' I LL ..1 )() To fulfill the rlqulre~'nt. of section 2140 uf the InhoritBnc. and Estate T~x Act, Act 22 of 1991, (72 P,S, Slctlon 2140), n.taat. the top portion of thh Hotlo. and .ub~1t ..Uh ~our pe~.lnt to tI,. Rlghhr of W.I1I1 pri,ntld em the rlv.r.. shs., ~W Httk. ch.ck or ManlY ord.r payable tOI REGISTER Of WIttS, AGENT, All pay..nt. rlc.I\,I.d .ha1l flr.t bl GPplied to Gny Int.rlllt which .ay b. dUM, with Bny r..alnd.r app1Jld to thl tax, A refund of ~ ta~ credit, which was not rlqulltld on the tax roturn, llIey bl rlqul.t.d by oOMPloting an "ApplIcatIon yor Refund of Plnn.yl!Janle Inhel'1tancI and Eltato Tax" (REV-1313), App1Jcatlonl ar. evailabl. I!lt tho OHlce of thl Reglst.r of WIllI, I!lny of the ~3 R~vonue DI.trlct OffICI' or by call1ng thl IPocl~1 24~hour answ.rlng 'Irvlcl nu~bors fcr for.. ordering! In P.nn,yl\,lenlll 1-800.362-2050, outsld. Pennsylvania and withIn 10cl!l1 Herrlsburg ar.a (~17) 781-8094, TOOl (111) 112-2252 (Hearing IMpaired Only), OBJECTIONSI Any party In lnterest. not latl,fl.d with the npprall.llI.nt,allcwl!lnco or dlsl!lllowl!lnol of d.duotlons or a.......nt of tl!lX (lnoludlng clllcount or Intoro.tl a. shown on thll NotJoo .ay objoct wIthin slKty (60) day. of rftoelpt of this Hutlo" by: ..wr1tton prot..t to the PI. n.partlltJnt of R.!Jenu., 80ftrd of App'I!lI., Oopt, 281021, Hl!lrrllburg, PA 17128~1021, OR --.lecting to he!J. thl Matter d.tlrl1nld at thl aud1t of thl IIccount of the p.rsona1 roprlllntllti\,l., OR .~app.al to the Orphan.' Court a~1N~ ISTRATlYE CDRRfCTIONSI DJSCOIJHTI PfNALTVI INTEREST I fGotual .rrorl dlscov.rld on thJ. all.....nt .hould b. addr....d In wrIting to: PA Depart..nt of R.v.nuo, Bureau of Indl!Jlduel Tax.., anN: po.t AUUIIlIent R.vllw Unit, OEPT. 280601, ~Iarritburg, PA 111l8w0601 Phon~ (111) 181-6505, So. page 5 of the booklet "InstructIon. for Inh.rltano. Tax Rlturn for e R.,Jd.nt D.cedent" (REV-ISOll for an .xplanatlon of adMinistratIvely corr.ctabl. .rror., If any tl!lX dUI II peld within throe (3) calondar .on'th. after tho deold.nt's dlath, a flv. poro.nt (5%) dhoount of the taK plld it ltUowed, Th. IS% tl!lX a."..t~ non-rartlclpatlun plnalty I. cOMputed on the totdl of 'the ta~ and Intere.t I!l......d, and not paid b.for. JanuAry 18, 1996, the flr.t dey aftlr the Ind of the tax aMn..ty p.rlnd, Thl. non-partloipatlon pane1ty Is app.elabll In thl sa~1 Mannlr and tn the thl .a.e tl~e porlod ft. you would appeal the tax and Intlr..t that h8. bl.n al.....d a. Indlcl!ltld on thl, notlc., Int.rut it charo.d blglnnlrti with f1r.t dllY of d.lIllqulmcy, or nln. (I)) .onth' ftnd on. (1) day fro. tho det. of duth, tlo) tha dl!lte of pay.ont. TI!l~'" which boca.e dlllnquont blfor. January I, 1982 blar Int.re.t at the rete of .Ix (6%) portent per annUM calculat.d lit a dally rat. of ,000164, All tex.. whIch heoJallll d.lInqu.nt 0" or after January 1, 1982 will beer Inter.lt at II rate whlct'. will vary fro. cal,ndar Yler tc callndar YI.r with that rat. announo.d by tho PA Dlpart.ent 0(. Ra\,l.nuI, Tho aPPlloabll Int.r..t rat.. for 198Z through 1996 arll Year Inter..t Rlt. Deily Intlr..t factor V..r Int.r..t Rate OaJIY Inhrllt FactOr 198Z ZOX ,OOU548 1987 9% ,000241 19ft~ 16Y. ,000458 1988-1991 11% ,000501 1984 11% ,000501 19')2 9% ,OOO~4'l 19115 13X ,On05S6 1"5'1994 IX ,000192 1986 10% ,OOOU4 199!i-1996 9% ,000247 --Inhr..t .. calculatld .. follow.: INTEREST . BALANCE OF TAK UNPAID K NUK8F.R OF DAYS DELINQUENT K DAILY INTEREST FACTOR n-Any Notlc. ",uld after th4l tax blco... d.llnquent wltl r.fl.ct an Int.r..t Cllculatlon tu flUlen (IS) day. beYond th4l dati of the ftlU"Ment. If pay.ent it .ltd. IIfhr the lnt.r..t eaput,Uon Nt. shown on thli NoUce, adcIltlonai Int.rut IU.t hi "ftlc:ulllt.d, .f !,i' -j'1.,{ ~ '7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE , *' BUREAU Of INDIVIDUAL TAXES INHERITAHCE TAlC DIVISION VEPT, 2806111 HARRlSIlURG, PA lHra-0601 NOTICE OF INIIERITANCE TAX APPRAISEMENT L ALLOXANCE oR O1SALLOHANCE OF OEOUC'110N., AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS U~.\HI H UP (O/.hl 21 'I (i' J', ,; DATE 11-04-96 ESTATE OF COLLINS DOROTHY K DATE OF DEATH 07-19-96 FILE NUMBER COUNTY CUMBERLAND SSN/DC 192-50-4926 ACN 96138960 E=:==Ai~~~:.~~~~~~C~-:1 MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGI5TER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BETTY J GIMPEL 1410 CARLISLE RD CAMP HILL PA 17011 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ..... R-iv; is'48 - E if "ii j: p" ('Ii';: 9 i'-I - - - -" - - -., - -.. -" - - -.. -"" -"" - - - - -.. - - - - - - - - -.." - -" - - - - - -" - - - - -.. - - - - -" - -.. -"" - -.. -"" - -"" -.. -" NOTICE OF INHERITANCE TAX APPRAISEMENT, ALl.OWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-04-96 --- - DOROTHY K DATE OF DEATH 07-19-96 COUNTY CUMBERLAND ESTATE OF COLLINS FILE NO, S,S/D,C, NO, 192-50-4926 TAX RETURN WAS I (Xl ACCEPTED AS FILED ()CHANGED -- JOINT OR TRUST ASSET INFORMATION ACN 96138960 FINANCIAL INSTITUTION I DAUPHIN DEPOSIT BK g TR CO ACCOUNT NO, 0022081038 TYPE OF ACCOUNT I ( 1 SAVINGS ()() CHECKING ( 1 TRUST ( 1 TIME CERTIFICATE DATE ESTABLISHED 04-11-61 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 860,28 O~ 430,14 430.14 ,00 ,06 .:..Q.lL NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS, MAKE CHECK OR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT," TAX CREDITS: --_..-~ .~-~-~ PAYMENT DATE -RECEIPT NUMBER DISCOUNT (+l INTEREST (-) AMOUNT PAID _.-~-'''.-'-- . TOTAL TAX-CRED~:"1~- ,00 BALANCE OFTIiCiluE .~---- ,00 'YN'fERES,'--AND-PEN :---------;-00- l~~:__:_~T~f~.-D_UE-=-- -~_==.== ,00 . If PAID AfTER THIS DATE, SEE ~EVERSE fOR CALCULATION Of ADDITIONAL INTEREST, · If TOTAL DUE IS LESS THAN II, NO PAYMENT IS REQUIRED, If TOTAL DUE IS REfLECTED AS A "CREOn" ( CRI, yOU HAY DE DUE A REfUND, SEE REVERSE SIDE Of THIS fORM I'OR INSTRUCTIONS, I -- PURPOSE Of NOTICE I PAVM€NT I REfUND (CR) I ( ~. -I )( To fulfill the requlr..antl of Seotlon 2140 (If the Inh,dt8nol and Eltllte Tax Aot, Aot 22 of 1991. (72 P,S, SeotIon 2140), Detach the top portion of thh NoticI and lub.lt with your plIYlllnt to the Raghhr of Willi printed on the rev.,... .Ide, -- Make ch.ck or .onay order payabla tOI REGISTtR OF WILLS, AGENT, All pay.antl r.~.lved .hall fJ.,.t bl appl1ed to any lnterut whI~h Illa!f be due, with any reulnd.r applllld to the bM, A rlfund of II tax oredH, whJoh was not requested on the 'tlll< r.turn, lIe~ bG requelted by oo.pletIng an "Applloetion for Refund of Plnn.y1\,1anle InhorJtanc. end E.tate Tax" (REV-1313), Application. are available 3t the Office of the Rllglster of Will., any of the ~3 ReIJenue District OffiCII or by cnlllng the IIpllvlal 24Hhour an.wedng nrtJloe hu.ber' for for.. orderIng! In PennlYlvanla 1-800M362-?'OSO, outllide PennlyllJanla and withIn 100a1 Harrhburg arn (717) 787M8094, TOO' (717) 772"22SZ (Haarl'llllaPBlrad Only), OBJECTIONS I Any party In Interest not latlsfhd with the IIpprelullIant, allowance or disallowllnc. of deductlonl or ll"us,"nt of talC (Including discount or Itlterut) al shown on thl. HoUo. May ob,jeot within Ilxh (60) day. of reoelpt uf this Notice bYl uwrltten protut to the PA Depart.ent of Rey.nue, Board of Appeall. Dept. 281021, HlIIrrhburg. PA 17128-1021, OR ~HlIltctlng to have tho .aUllr deter.lnod at the audit of the account of tho potlonal reprllllntative, OR uappnl to the Orphan.' Court ADMIN- ISTRATIVE CORRECTIONS: DISCOUHT I PENAl TV I INTEREST I factuel errorl d1lco\,llred on thil fJueullent IIhou1d be ftddrllllld In writing tOI PA DepartMllnt of RevenulI, Bureau of Individual TeICe" ATTN: POlt AI.....llnt Revl~w Unit, DEPT, Z80601, Harrllburg, PA 17128~0601 Phone (717) 787M6SCS, Se. page S of thl booklet "Inltruotlonl for Inherltanc8 Tax Return for a Rnldent Decedent" (REV.1S01) fnr ftn aICplanatlon of ad.lnl.tratlvely correctable Qrrors. If any tax due 11 paid within three (1) calendar Month. efter the dtlCCldent's doath, e fl\,le percent (S%) dhoount of the tax paJd Is allowed, The IS;: talC unuty non~partJeJpation penelty II co.putlld on the 'total of the talC and Intllrut alI.....d, end not peId blfore January 18, 1996, the fJrlt day eft.r the IInd of the teIC a..neth periOd, Thh I1tH"1-partlcipatlon penalty I. IIppealable in the .a.e .enner and in tho the la.. tiMe pllrIod al you OIould appeal tho ta~ and Intere.t that hat b..n a......d u IndIcated on this notice, Intere.t 11 oharged beglnnlng with fIrlt day of del1nque"cy, 01" nln. (9) llIonth. and one (1) dtly froll the datil of death, to the dfttll of pl!lYllent. Tuu whIch beea.e d.llnquent before Januery 1, 1962 bur intere.t at the rate of .be (6;:) percllnt per annUM calculated at II dally rete of ,000164, All tu.. whloh beca.. delinquent on or after January I, 1982 will bur Intere.t at a rl!lte OIhleh wIll vary fro. oelenllar yur to calender yur wJth that rat. announced by the PA O.part.ent of Rllvenue, The IIpfo'UCabll lntere.t rat.. for 198~ through 1996 arel V.ar Intere.t Rate Dally Intere.t Factor Year Int.r..t Rete DailY Interut faotor 1987 OX .000247 1988-1991 11% .000301 1992 9% ,000247 1993-1994 1~ ,OOO19~ 1995"1996 91 ,000247 1982 19U 1984 19&5 1986 ufnter..t ~OX 16:': 11;: 11;: 10:': II caloulat.d a. ,000548 ,000438 ,000301 .000156 ,000274 follow.l INTEREST . BALANCE OF TAX UNPAID K NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~-Any wotlce hllued aft.r th. tel( baCo", d.l1nquont will rllflMt an lnter.lt ollculatlon to flftHn (IS) dlYI bel/and the date of thft u.....8Ot, If pave8O't 11 lIade lifter tht Inter.., cottpUtatlan da" .hown on 'M Notice, additlonel Intlrut .Ult btI ceiculated, _OF NOTICEl PAYMENTl REFUND (CR)1 -h 11.1',) I 1,'-' fJ\ _, ,.f )() To fulHll the r.quire.lnt. af Seotlon 2140 of thl Inherltano. Ind E.tat. TaM Aot, Aot 22 of 1991. ('12 P,S, Seotton 21110), Detach the top portion of this NoUcl and .ub,it with your pey..nt to the RIgI'tlr of Willi printed on the river.. Itdl, -- M~. ohlck or won.y Order payable tOI REGISTER Of WIllS, AGENT, All pay..nh reo.lved ,hall first bl appUed tQ any Inter"t whloh llIaY be dUI, wlth any r...lndtr lIPPUldto tM talC, Ii r.fund of Ii talC or,dlt, whloh wa. not r.que.t.d on the taM return, .IIY be rlquut.d by oo.plttlng nn "Applioatlon for R,fund of Penn.ylvanJa Inh.rltance and E.t.t, TaK" (REIJ-1313), Appllc:atJonl are Ivailebl. at thl Offlol of thl RIGI.ter of Willi, any of thl ~3 Rev.nu. District O'floll or by callIng thl sPlcial ~4-hour ~nlw.ring ..rvice nu...ra fOr forlll ord.rJngl In Penn.y1vanla 1-800-362-20liO, ouhJd. Penn.ylvanla and within local Harrltburll are. (717) 787-8094, TOOl (717) 772-2252 (Hellrlng IlIfIalr.d Only). OBJECTIONS I Any party In Interelt not .a"thfled OIlth thll apprahellllnt, allowano. or dhallowano. of deduction. or 1I......."t of t..x (lnclur:Ung dlloount or Inter.lt) .. 'ho,," on thh Notic. Ilay objeot within .Jxty (60) den of reollpt cf thl. Notice bYI UWrltt~ prot..t tc the PA O.partllllnt of Re\,l.nu., Board of APPUl., O.pt, ?'81D21, Harrisburg, PA 11128~10U, OR -~.l.ctlng to hllv. the Matter d.tlr.Jn.d at the audit of the nccount of th. perlona1 r.pr....ntltlv.. OR --app.a1 to th. Orphln.' r.ourt ACHIN- ISTRATIVE ':ORRECT tONS I OISCIM4T I PENAL TV I INTEREST I Faotual 'rror. dl.coverla on thl. 111.1..lnt .hou1d be addr.111ld In writing tOI PA O.part.llnt of Rlvenue, lure.u of IndividUal TaXI', ATTNI Po.t A.......nt R.vl.w unit, DEPT, 280601, Harrl.burg, PA 17128-0601 Phon. (717) 781-6505, S.e page 5 uf the book lit "In.truotlonl for Inherltanol Tax R.turn for I R..idlnt O.cedent" (Rf.V-150l> for 8M .I<planatlon of adllJnhtrlltlv.ly correctable .",.ors, If any tlx due Is paid wJ'thin thr.. (3) cllhnet.r 1lI0nth. aUer the d.cedant'. d.ath, a five p.ro.nt (5:0 al.oount of the t&X paid J, al10w.d, Th. lS% till Hn..ty non.PlltrtloJplltlon penalty I. oo.uted on the total of the tex IInd Intltrlst n.....d, and not Pllld be'or. JarKlllry 11, 1996, the flrlt dllY lIft.r tM .nd of the tlM altfl..h p.rlod, Thh non-partlclp.Uon plnllty 1. .PPI.labJ. In the Ilaa .anner and In the the .... ti.e period ft. you would apple 1 thl tax and Int.re.t that hal b.ln 1II'.'led a. Indlcat.d on this notlc., Inter..t II chlrged b.llllv1inc; with flr.t d.y of de l11lqueney , or nln. (9) .onth. and onl (I) dwy fro. the date of duth, to the data of p.Y..11t, Tax.. which blca.. d.1Infl\Jent blforCl J.nuary I, 1982 b.ar lnt.r..t at thl r.te 0+ ,,1M (6)0 p.rc.nt per .nnUM oa1oullt.d et II dally rat. of ,000164. All tax.. whloh blca.. dellnqu.nt on or .ft.r Janu.ry 1, 1982 ~t1i bOllr Interllt at a rat. which wJJI varY frOl calander yur to Clallndar Ylar with that rata lIMouncad by thl PA O.part..nt cf R.\,Ilnu.. Th. &ppl1cabl. Interl.t ret., for 1982 through 1996 ar., VI.r Int.r..t R.tl Dally Interut Factor VUr Inter..t R.t. D.ily Int.relt Factor 198Z 20:< ,0005411 1981 9~ ,0001.47 1985 16~ ,D00418 19118-19111 11:< .000301 191ft 11:< .000301 1992 9~ . 00O~47 Ua5 13:< ,0003!.6 1993-199ft 7~ .000192 1916 1O:C ,000214 1995-1996 9~ .000241 uInt.r..t II oelculat.d at folloWl1 INTEREST . BALANCE OF TAX UNPAID K NUMBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Nottc. illulld aftlr the taM bI<lOl.. dIlllnql,.nt will rlfllKlt en Intu..t calculation to flftlen (15) alV' beyond the detl of the ......unto If ply.."t II .ade after thtl inter..t COIIp\ltatlon dltl Ihown on the Notlc., addltlonel Int.,...t ltU.t be olllculal.d.