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HomeMy WebLinkAbout96-00948 IlEY.UOOU+ (7q"l ~ >- x '" o '" u '" o '" >- ..",uo ua:~ ...~u xo9 UEm "' . >- ~ffi "'0 "'X 8~ '-~_~ i\ \! .', \ '\ '. ' 1)'-1'11- / J. I fOA DAIlS Of DIAIH AnlA 12'31'91 CHICK HIAI 'I ~O"v::~Ul:~DIIIS CLAIMID I I I fill NU;~IA q ~ !COUNIY CODr "AA IJIUIlIHI ~ c 0"'1'1111 '-:Uo.l,\") ;) " ':';l'~ 1\ ,,; I\.- (',1'.4) ('. ('I r l, ",I _, (If'" , CO"O'f Co."..", 1>.. ,;\ l 1\...,.1 ""'011111 Iltll\'IU 1'>11 lIj,>TIIlJC'IOI.~1 . .-.--.. .-_.._..-._._._~_.__..-_._._~~-_._- ~~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) '1'1 r ~L~_L\,J "'L-{},)Af"'_~ c..:J I t. ,0(," >l<u,iimu'l''', , U'-II, u,,' ut",hl, ()All '" ."", . .;!.t- _~. 3)1't.____5~;)._._'" ,;1.,'1,1'111 I" .oM"''''''''''''"'''''''' ,,,... n'" ""~:_._,,"""'''U- J""IA' >l<U"" "U.'" COMMONWfAlTH Of PENN~'I'lYAN1A D(PAR'MENt Of REV(NU( DEPI :780bOl HARRIS8URG.,A 1l1~8 0601 DtCtDlNI'~ N"Ml!lA!.f. Ill!.'. AtW MIUtHI ItflllAl! NUMBrA ";0 t:' }7,>, '~ --...----.... _."~_.- [] 2. Supplemental Return I I 3 I I 5, Remainder Return (for do.." of dealh prior 10 12.13.821 Federal E,tale Tall Return Required !){J 1. Original Return o 4. limiled E'tale [} 40. Fulure Inlerell Compromile (for dalel 01 dealh alter 12.12.821 o 6. Deudenl Died Te,tate lJ 7. Decedenl Mainlained a living TrUll {Attoch copy of Willi (Allach copy of Trulll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. COMPLl If MAILING ADOIU!.!. . E~e"<LflJf.'~ ~7 s-r(.!,'e..>b.",':l.''ty :Dr, r.fl~ t: !.. L.,. I'll '"If) I 3 1. Real E.ta" (Schedule A) 2, Stock. and Bond. (Schedule B) 3. Closely Held Slack/Partnership Inlerelt (Schedule C) 4. Mortgag" and No'" Receivable (Schedule DI S. Cash, 8ank Depo,iu & Miltellaneou' Per,onal Properly Ischedule EI 6. Joinlly Owned Properly (Schedule F) 7, Tran"... (Schedule G)lschedulel) 8. Total Gran Aneh (totallin" 1.7) 9. Funeral Ellpen,.,. Admini,trative COIU, Miltellaneou' (9) ___~-3:J.J_,,_!!-':!...__ E..pen.., (Schedule HI 10, Dlbh. Mortgage liab;!iti.., lie.. (sch,dule I) F, tll''''Y(lOI __,_____'I-'i'.I"-'-co.;.L-- 11. Tolol Deduction' (talalline' 9 & 101 12. Nel Value of E'lale (line 8 minus line 11) 13. Charitable and Governmental Bequ"U (Schedule JI k4-- .~, .J.:>.:J1 X <> ;:: :s => t: :.c u '" '" 14, 15, 16, 17, X 0 !;i 18, >- 19, => ~ :IE 0 U >C 20, "' >- 21. Nel Value Subjecl to Tax (line 12 minu' line 131 Spou'al Tranlfen lIar dOl" of dealh aher 6.30.94) See In,'rudion' far Ar,plicable Percentage on Reverse Sid.. (Indude valu" ram Schedule K or Schedule M.I Amount of line 14 taltoble at 6% role (Indude value' from Schedule K or Schedule M.) Amount of line 14 tallable at 15% role (Indude value' from Schedule K or Schedule M.) Principal tall due (Add lOll from line I 15. 16 and 17.) CrediU Spoulal Poverty Credil Prior Paymenh +--- If line 19 is grealer lhon line 18. enter Ihe difference on line 20. Thil i, Ihe OVERPAYMENT. aD ...:r.t:II"il.U..laTj.I'.'IJ.'. ('I.III....lhl~ ... ('Itn":r.~aTI.III..~.J..u !l!l'JuN .1 If line 18 i, 9reoter than line 19. enter Ihe difference on line 21. This i, Ihe TAX DUE. A. Enler the intere,1 on Ihe balance due on line 21 A. 8. Enter the 10101 01 line 21 and 21A on line 218. Thi, illhe BALANCE DUE. Make Checle Payable to: Regl,ter of Will., Ag.nt ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -e( ~~der penaltiel 01 perjury. I dedorelhal I ho\'eellomined lhi, return. including accompanying Ithadules and ,talemenh. and 10 Ihe be,1 01 my "'nowledge and beliel. IllS true, (orred and complete. I dedarelhal all real e,lote has been rt"polted 01 true market value. Declaration of preparer other than Ihe perianal reprelenlalive il based on all informalion of which preporer hos any "'nowledge. "G~U" a. ."'ON '''"a''''''' .0' "liNG '(1U'" .60ii-,,-- -- - - - - --- - -- ---- ------ OAll . _~~~ _ .'illc)b__?J:':>i3~!!I\.~)- D;:_f~;:L,(/...u___ J~,;. 11- ~I '/~ !loIQNA URE Of PREPARER OTHER lH~lVE AOORE~~ oift: ~~...d.LJ....,-K~_I::40_j(...LtL_A-RTlu_J'::~L _ c......./. "/~_,_I2J1>CJ .11.'::--,:,,'- r/'/' , _ 8 Total Number of Safe Depalil BOUI 11) -------------'--- (2) _____--_--_---'- (3) (4) ____________________ (5) ____________ (b) ___3,:)j5;)~.-~'-''--- (7) ____________ 18) -3J!l.;),~- ,,;1 III) 5Y(, Ir. ~,) (12) __oJ ,)_(;):';!J~1L12 (13) (14) ~:lD .;.-;. UL) (l5)_,______________,_x,___= (16) __ __ ~_7 t:l~;'i,~v_ ___x _06 = ___1(,)3_5_1 1171 ____'u_____________x .15 = 1181 ___ If.. ?.~!)-I Diltount Inlere,' +---~._-_._.- - IIq) 120) 121) 121A) (21BI ___ U. ;t1_ S'L___ ===~=[i;,_~)~~;!l=~ Act '48 of 1994 provide. for Ihe reducllon of Ihe lox role. Imposed on Ihe nel value of Iran.fer. 10 or for Ihe u.e of Ihe .pou.e. The role. a. pre.crlbed by Ihe .Ialule will be: e 3% (.03) will be applicable for e.lale. of decedents dying on or after 7/1194 and belore 1/1196 e 2% (.02) will be applicable for e.lale. of decedenl. dying on or after 1/1196 and belore 1/1197 e 1% (.01) will be applicable for e.lale. of decedenl. dying on or after 1/1197 and before 1/1198 e Spou.al Iran.fer. occurring on or after 1/1/98 will be exempl from Inherllance lox. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v-) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent mDke 0 transler and: o. retain the use or income of Ihe property tranlferred, ,..........,...................,....................... b. relain the right to designate who sholl use the property tronlferred or its income, ............... c. retain 0 reversionary intere\t; or ..,..,..,...........,.................................................,............ d. receive the promise for life of either paymenh, benefit\ or care~ ..,.................................... 2. If deoth occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate con\ideration~ If death occurred ofter December 12, 1982, did decedent transfer property within one year of death without receiving adequate con\ideration~........ ........ ,..... ,....................................... ..,......... ..... ..,... .............. 3. Did decedent own an 'in trust for' bank account ot his or hBr deathL..,................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ) ~ , I , I IIYltotU.IIU'1 W COMMONWIAUH O' 'INN'YlYAHIA INHIJIIAHCt ,.... InUIH IUIDINl DICIDINt ESTATEO'------- -ffillC.,t-A-P.. "r Jolnlllnonif,\. SCHEDULE F JOINTLY-OWNED PROPERTY F ,-GLLiLt..~l" ------lfILE-tiiiMBEii---- NAME .,J";",'1~ f,G,~II,-A'J"- ADDRESS " 7 :~1 (.!A4U h"t'l~r (: p. (?.l; ... c., , (l" . RELATIONSHIP TO DECEDENT---' ":,,, ,J )' , rLl'I,;S B. C. Jolnlly-ownld proporty. ITEM LETTER DATE fOR TOTAL VALUE NUMBE~ JOINT MADE DESCRIPTION Of PROPERTY DECD'S DOLLAR VALUE OF TENANT JOINT OF ASSET '!bINT. DECEDENT'S INTEREST 1. b r-E. uS SAV;""j-;. 'BO<.l.!,'i bO o;u .t,~ ,.,-tJ .30, DO;1 "V . :J, :2&0 5h (OWl 1>\ . PPT L_ V 1'1...t'- .~.;).~" ~,~ :)I~ , .J.)2..~. t'\) 5() a. '1 ~:>'. &'1..1 TOTAL IAllo Inlor on linl 6, Rocopilulolion) S 3:21;< ~ ,I {IF more spoce IS needed ms.rt addifional she.,. 0' some size} I,VlmU"'''1 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES I ,. L ' PI.a,. Print or Tvp. FILfNUMBfR ~~:'\l /fi, -:. .'1\ _, UP CObWONWUl1H 0' ,(NN$YLVANIA INHlRllANC( lA" RUURN U$IDlNl DlClDlNl ESu.n OF k.:'t ~ {,: ~~ t, ,.. ITEM DESCRIPTION AMOUNT NUMBER A. Fun.ral Exp.n..., PuIJ<'(1,\ I ND~f\(' .<;~~ "/ 'J. cU 1. H 0 ~ -F In A!oJ - I<oi h B. I Admlnl'lratlvo Call.: Penono\ RepresenloliYe Commissions Social Security Number of Penono\ Repro,entatiye: Year Commissions poid 1. 2. Allorney Fees 3. Family exemption Claimont Address of Claimont 01 decedenl's death Street Address Relotionship City 4. Probote Fees C. MI.e.llan.ou. Exp.n...: 1. 2. 3. 4. 5. 6, 7. 8. Slote Zip Code TOTAL (Also enler on line 9, Recopilulotion) S S:',-n. uo (If mar. .pac. I. n..d.d, In..rt additional .h..t. of .am. .Il..) ~h~ \ ~~'~~ (0"'"'."""'" PI""""'"'' SAFE DEPOSIT BOX ,.,.."""""'",,,,,,, INVENTORY IHHUIIAHCI '''I PlVlI10N llltl nQt.OI _______ ~'~,,~"_..,"~~~-- '~____ ,________,_____________ ____ Ploa,o Prlnl_~.'..!ypo MU~III COMPllIIO ftY AIPAIIINIAIIV' OIIlI,^,KIAllllllllUIION WilE AI ~AIl OIPOIIl BOX II 10CAlED AND RETURNED TO ABOVE ADDAEU COUNIY CODE ~ ;iiINijM8IR~SOClAL S1.CURIlY OR DIAIH CIRIIPICATl NUMBIR _ ~n,{J1.37/,j b~~?IN~~~~A~i.iiill,"iiiO'Pn~~~C,IM c 1 (DAI~~n~;, ADDRiis OF DICIDENIIllOl\'1 ,... I"IT~J IUAII) IlIP COOII ';;\- ') S .fr f.'-4J bt,N" 'J i),.,./ -<- ~ I,..~, t' ~ (A> l:l NAME AND AODiiiiOFPiiioN RliiUllIlNG THI OPENING OF THI SAn DEPOSIT BOX IHAMII ~~.JL__"Z (..~ J ULAUJ/o- ImEIT Aoo.ml () ICIIYI ___ o-.'L___~~!:..,--~/I..Ur~- DrtJ"L- Cr-r t....J.J.- NAME, ADDRESS AND RELATIONSHIP '" ANYI TO DECEDENI. OF PEUONISI PRESENI AT THE BOX OPENING .. IHAMEI ~ __ l'IlA~HIHIPI ~1JdJA:!/\ 't" (, J I( r: ...1 JC: c-fe ~.J'17 /l--' 111Rl" Aoomll I"IT) d-'1 S-rr~ I~""r IJ~ u.-<- c.r:>o~ (..,""U- 1"'''''''1'''1 111AIII PI)-I 11Ireooll , 1./ IUAII) I"~ 17.,...) IlIPCOOl1 ~, IHAM'I IIUAlIOHSHI'1 IstREEt ADDAlSS) ICIITI IIIAIII I1IPCOOII c. IHAMEI tllHATlONSHlP1 (stREtt ADDRUSI ICIIT) IUAIII 111PCOOII NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERI THE SAFI DEPOSIT BOX IS LOCATED IHAM.I,....,...- .-:--:: _:...t-lA.I"'.r<V~ I /" IA d IU"" Aoo""1 I LI / I (IJ.J h l-^ ".;n.,.{.' ~ I NAME OF PERSON MAKiNG LAST INIRY /Ct,yvr...,J-l/f.. 'L D., 1/ '?AI'y- DATE,OF CONIRACTTO RENTBOX NUMBER OF eoxl' '1' ),"/-1;Y-- NAME AND ADDRESS OF PERSONISIIlAVIN .. IHAM'L...>. _ or! 'I "0 j) ~. IHAMEI ~ 'i ('vI ~.tc,;- Imm ADomSI (j ISlA") I1IPCOO'1 (CIIY) ,P- I'? 0 13 DATI AND TIME OF LAST ENTRY (,,'1. '-Cj ;)-- TITLE UNDER WHICH BOX IS REGISTERED IIAt(..61l1V1:7'"" [ G(j./Ir.cJ. CMlt.-Jr- (stREEt ADORESSI IC"TI ISIAHI 11IPCODlIICITy) ISIAIII 11IPCOO'1 NAME AND TITLE OF IMPLOvETAKING-THi-iNVENTORY WAS A WILL IN THE BOX? UYES UNO If yII, .. D..,.f willi b. Nam. and addr... 0' p."onalllprl.,n'atlvl, If namld In the .111 IHAMEI ISIREifADOAESSI ICIlY\ IUA") I11P COO,) c. Nam. and add".. 0' allo,n,y, Ii any IHAMEI iilREftADDRESSI ICIIYI ISI"1f:1 Ill' CODE) poge I 01 -- --- SAfE DEPOSit BOX INVENtOR" ---..--- .- .- .---.- . .-" INSTRUCTIONS --.-- .-.- -..------------... \11 Caoh, Report '0101 only. ,., ,..".. ,.. ;. d.'" ...., "._ ., ,,,., ,,,.d "",,,,,,,. ..",,", .. .".. .,," ,...d ,. "".. ""h. .., .. "" d...,...d " _. . ,..,..,. "",""" ...h.. . .... ., """"... .- ,. .hk" M,h ,. "."".d. .., ...",. . ......."" d... ., ....h. . l3' 0"""'" ., u. ,. G..".~... 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W W ....." 40" D ~ III .. ::E " Z D Z o .. ill 5 Ii: iii W u W ::E 4 Z .. % f ::E o u ~ J ~./"lI~l/" ..J ~ "J ~ ~ VI 11- j .- ,_____-1-- :3 m /r...,.... ~ t ill N r- ..:J .---- % i:lQ ..:; 4z x- ::> "::E ciO ~ z! <" ... \ .. ~ "\ '> " ... " " ~ , "\ " " 'a9 Q ;) (l .. Q .. ~ 0, ",' '" ..... .... tJ '" II ., ., .. I Ql' 0 ;; .. - '""- - ...... :JJL ,) / (/ ft.' (f L/!!' FILE NO. 21 Ar.N 9h14/829 DATE 10-07-96 COMQHW{ALlIl Of PINHSYlYAHIA D[PAA'~Hf or R[V(HU{ IUAUU Of INDiviDUal fUrs D[PJ. :10.01 tlARAISlOOQ, PA IIUI-D'OI '* INFORMATION NOTIr.E AND TAXPAYER RESPONSE ..,."U" ", .'."1 TYPE OF AeCOUNT o SAVIHOS IXl CHECKIHO o TRUST o CERTlf . EST. OF MARGARET E GULLEDGE S.S. NO. 217-07-3718 DATE OF DEATH 09-02-96 COUNTY CUMBERLAND KENNETH E GULLEDGE 27 STRAWBERRY DR eARLISLE PA 17013 REHIT PAYHEHT AHD FDRHS TO. REGISTER OF WILLS CUMBERLAND CO COURT f10USE CARLISLE. PA 17013 FAAHERS TRUST COHPANY has provided the Depart..nt with the Infor..tlon lhted below which hili b..n used In calculating the potential tax due. Thalr racord. Indicate lhnt at the d.ath of the above dacadant, you war. ft Joint owner/beneficiary of thl. account. If you '..1 thl, Inlor..tlon I, Incorract. pl.... obtain wrltt.n correction fro. the financial Institution, attach. copy to thl. for. and return It to the abav. addr.... This account I. t..abla In accordanc. with the Innarltanca 'a. la... of the Co..onwealth of Penn.Ylvanla. Qu..tlon. lay b. en.wered by calling l7171 ,a7-a127. COHPLETE PART 1 BELOW . . . SEE Account Ho, 447552 Doh Eshblishod REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS 09-01-67 To In.ur. proper cr.dlt to your account, two IZ) copt.. of Ihl. not lei au.t acco.pany your pay.ent to the Regl.t.r of Will.. "ake chick payable tOI "Regl.tlr of Will., Aglnt". Account Balanca Percant Taxabl. Amount Subjact to Tax Rata Potantial Tax Due 9.079.40 50.000 4.539.70 .06 272.38 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE x K NOTEl If ta. paye.nt. are .adl within threl (1) lonth. of thl decedlnt'. date of death, you lay deduct a S~ dl.count of thl taw due. Any Inherltanc. taw dUI will beco.e delinquent nlnl C,) lonth. after the date of death. To. PART [!] [CHECK ] ONE BLOCK ONLY A. \Jl The abovl Infor.atlon and tax due Is corr.ct. ~ I. You lay choo.e to re.lt paYI.nt tD thl Rlgl.t.r Df Will. with two cDPle. of thl. notice tD obtain a discount or avoid intere.t, or you .ay ch.ck bow "A" and return thl. not Ie. to the Regi.t.r Df Wills and an Dfflclal a.......nt will bl I..u.d by the PA Oepart..nt of Revlnue. B. c:J Th. above ....t ha. b.en or will bl r.port.d and taw paid with the Penn.ylvania Inherltancl Tax return to bl fll.d by the dlc.dent'. repre..ntativI. C. c:J The above Infor.atlon Is Incorrect andlor debts and deductions were paid by you. You .u.t co.plete PART ~ andlor PART ~ bllow. If you indicate a diffa~ent tax r.t., pl.... .tat. your r.lationship to d.cadent: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART ~ TAX LIHE nETuRn - COHFUTATIOn 1. Data E.tablished 2. Account Balanca 3. Per cant Taxabl. 4. Amount Subject to Tax S. Dabt. and Deductions &. Amount Taxabla 7. Tax Rat. 8. Tax Dua OF TAX 011 JOINT/TRUST ACCOUnTS PAD 1 1 2 2 3 X 3 4 4 5 5 & 6 7 X 7 8 8 DEBTS AND DEDUCTIONS CLAIMED PART [!J DATE PAID PAYEE DESCRIPTlDN AMOUNT PAID I TOTAL (Entar on Lina 5 of Tax COMPut.tionJ i I . Undar panaltia. of perjury, I daclar. that the conpl.t. to tha ba.t of ~y knowladga and bali.f. ~W~~ '~IiINA~u~t~C fact. I hava r.portad abov. ar. trua, corr.ct and HOME ( )1 1) )" ;. .J J J '/ WORK (JIJ 1 )1,0 <;.,/,L TELEPHONE NUMBER GENERAL INFDRMATI0N 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT .\lh .pp"<obl. In'.'''' b...d on Inlo,..\lon ,ubIIHted by the flrUII'lclel In.tltutlon. Z. l~rlt.nc. t.. beca... delinquent nln. lon'h. ,f'.r the dlcld.nt" date of d..th. S. " Joint account I. ,...bl. IVln though thl dlc.dlnt" n... ~.. addld I' . ..tt,r of conv.nilnc.. .. A.....,II IIncludln. 'ho.. h.ld b.....n "",bond ond .\1.1 ...,.h .h. ..,.d.n' put In loin' ..... .I.hln on. ,.., prl., '0 d..th .r. fully hlliMJ1. .. it.,...,.r.. !i. Account. ..tabltllled Jolnth b.tweln hUlbend and "II. !lOr. 'hM anI 'I'" prior to d..lh IIr. not h..bll. 6. AceD''''''' hlld by . dlcldlnt "In tru.t for" .noth.r or other. .r. tuabl. fullY. REPORTING INSTRUCTIONS - PART 1 _ TAXPAVER RESPONSE I. SIOCK A _ I' .h. 'n','.."on ond .oopu,.,'on In .h. n."'. .,. .."... .... ..duc.lon, .,. n.' b.ln. .1.1..d, pl.'. ... -K" In bloc' "A" .. Port I .1 .... "'.'P".' ,..pon.." ...lIon. SI.n ... .opl.. ond .....\1 .h.. .\lh ,ou' .h..' .., ,h. ....... .. ... .. 'h. ...1".' .f Will, .. .... ....,IY In.I,,"d. Ih. PA O.p.,...n' .1 ....nu. .111 I..u.'" .l/leI.1 ........... (For. REV61S~8 EX) upon ,lCIlpt of thl r.turn fro' thl RIgl.,.r of Will.. Z. IlOCK I _ I' .h. .,... .p..I.,.. .n 'hl, n."'. h.' b.,n ., .1" b. ,.p.rl.d .nd ... p.ld .I,h .h. p......,lvonl. Inn.rl'on.. T.. ..'urn .,I.d b, .h. ....d.n.', r.pr."n'."'.' pl... .n "X- In bl... "I" .1 P.r' I .f ,h. "T..p".r ..,p.n,." ....Ion. Sl.n.... .op' ond ro'urn ,. .h. PA D.p.r...n' d' ....""., lur..u.' Indlvldu.1 Ia.... D.p' ZA"OI. "."hbur.. PA 111l1-D'" In ,h. anvelope provided. S. IlOCX C _ If ,h. n."'. Infor.."on " Inc.rr.c' and/.r d.du..,.n. .r. b.ln. cl.I..d. .h... b"" "C" .nd ".P'.'. P.r" Z .nd S ",,,,.'n. ., ,h. 1.,'r""II..' b.l_ .,... ...0 <001.. and ""011 .... .\lh y.'" .".., '.. ... ........ .' to. ",'o.!o to .". R.,I.'.' .f Will, .. .h. .oun.y Indl..',d, Th. PA O.p.r...n' .f ..v.nu. .111 I"u. .n .ffl,I.1 ..'."..n. Ir.r. REV-114S EXl up.n r...lp' of the r.turn fro. the Ragl"ar of Will.. TAX RETURN - PART 2 - TAX COMPUTATION liNE 1. Ent.r the data the account originallY was .,tabll,had or titled In the .annet 8_I.tlng at del. of d..th. HDTE' r.r. d.".on' dyln. ....r lZ/1Z/IZ, A..oun" wh1,h ,h. d.....n' put In J.ln' n.... .I.hln .n. III ,..r .f ...'h .r. ....bl. fully.' 'r.n.f.r'. "...v.r. Ih.r. I. .n .,,'u,l.n n.' .. ..,..d .S.... p.r 'r.n,f.r.. r...r.'." .f ,h. v.lu. .. the account or the nuab.r of account. held. T' . dDUbl. .,.,rl.. "'1 .pp..r. b.f.r. your Ilr.' n... In ,h. .ddr." p.r,'.n .f 'hi. n."'.' .h. '5,'" ..,lu,lon .1r..d~ ha' b..n deducted fro. the account balance a. r.ported by the financial Institution. Z. Enter the total balance of the account Including Int.r..t accrued to the date of d.ath. ]. Th. p.rcent of the account that I. tsxable for .ach survivor I. det.r.lnad at follow': A. Th. p.rcent taxable for joint ....t. ..tabllshed .or. than on. y..r prior to the decadant., de.th: 1 DIVIDED IV TOTAL HUHIER OF JOINT OWNERS [xa.ple: A joint al18t r.gl.tered DIVIDED BY TOTAL HUHBER OF X 100 . PERCENT TAXABLE SURVIVING JOINT OWNERS In the nae. 01 the dec.dent and two oth.r p.rsons. 1 DIVIDED BY ] (JOINT OWNERS) DIVIDED BY Z (SURVIYORS) . .167 X laD . 16.7~ (TAXABLE fOR [ACH SURVIYOR) I. Th. p.r..n. ....b'. f.r ..,.., .r..'.. .1.hln .n. .,.r .. .h. d".d,n". ...'h .r ..,.un.. o...d by .h. d.c.d,n' bU' h.ld In trust far another Indlvldual(s) (trult ben.flclarles)l 1 DIYIDED BY TOTAL HUHBER OF SURYIYING JOINT X 100 . PERCENT TAXABLE OWNERS OR tRUST BENEfiCIARIES E...pl.. J.ln' .,..un. r..I...r.. In ,h. n... D' .h. d...d.n' .nd ... "h.r p.r..n. .nd ....bll.h.d .I.hln .n. .,.r .f d...h by th. d.cedent. 1 DiVIDED BY Z (SURVIVORS) . .50 X 100 . 50Z (TAMABLE fOR EACH SURVIVOR) 4. Th. ..aun. ,ubj." .. ... Illn. 4) I. d...r.ln.d by ou,.,plyln. 'h. ....un' b.l.n,. "In. Z) b, .h. p.r,.n' ....bl. I"n. S), 5. Enter thl total nl the debt. and deduction. Ilst.d In Part ]. .. Th. .....,. ,...b'. 'lIn' .) I. d...r.ln.d b, ,ub.r.etln. ,h. d.b', .nd d.du,lIon. (lln. ., fro. .h. .....,. .ubj." '0 ... (\In. .,. 7. Entar the approprlat. tax rat. (1lna 7) a. dater.lned below. A. Far date. of d.ath occurring after 6/]0/94, the tax rat.S far transf.rs to spouse. are .. follewl: I. Dat.1 of d.ath an or aft.r 1/1/94 and b.fore 1/1/95 the rat. Is ]~. Z. Dat.S 01 death en or after 1/1/95 transfers te spau..s will be taxed at 02 tax rate. Hota: Far dat.S of death prior to 7/1/94 transfers to spouses are taxabl. at 6~. B. Transf.rs to Iln.al desc.ndant. InclUding father, .oth.r, san, daughtlr, grandchlldr.n, son-In-law, daughter-In-law, stepchild and their Issu. are taxabl. at six p.rcent C6ZJ. C. Tr.n.f.r," .11 .'h.r. Inc'udln. br"h.r. .I".r, un,'., .un'. n.ph'. .nd nl.,. .r. ....b'. .. flf...n p.r..n. III'). D. II yuu chang. thl tax rate, pllas' sPlclfy your relationShip to thl dlcad.nt In the ar.a provld.d. e. The a.aunt of tax due Cl1n. 8) Is d.terllned by .ultlplylng thl aeount taxable Cline 61 by the tax rate Clln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIDNS CLAIMED Allowable d.bts and deductions are d.ter.lned 8. fallows: A. You ,...,ly .r. r.,pon.lbl. for p.,..n'. .r 'h. .,.... .ubj.,' .. .d.lnl..r..I.n by . p,r,on.1 r.pr...n'."v. I. 1n.uffl,l.n' to pay the deductlbl. It.... B. You actually paid thl d.bt. aft.r death of the deced.nt and can furnish proof of p8y.ent. C. O.b" b.ln. el.I." ou,. b. I...,..d fully In P.r' S. I' oddl,'on.1 ,p.'. I. n...... u.. pl.ln pop.r I I/Z- . II", Pr..f.. ply..nt .ay b. r.qu..tld by the Pi D.part..nt of Revenu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, eONTACT ANV REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) CDKHOHWUL HI OF P[HHSYL VANIA DEPARTMEN' or REVENUE BUREAU OF INDIVIDUAL lUll DEPT. ZI0601 HJJtRISlURC. PA IIUI'O.OI *' 96147B30 10-07-96 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE hO. 21 ACN DATE '".IUIII if' II.'" EST. OF MARGARET E GULLEDGE S.S. NO. 217-07-3718 DATE OF DEATH 09-02-96 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CIIECKING o TRUST o C.RTIF . KENNETH E GULLEDGE 27 STRAWBERRY DR CARLISLE PA 17013 REHIT PAYHENT AHD FDRHS TO. REGISTER OF WILLS CUMBERLAND CO eOURT HOUSE CARLISLE, PA 17013 FAR"ERS TRUST CO"PANY has provided the Depart.ent with the Infnr.atlon IlItad balow which hili b..n u..d In celculatJng the potantlal t.. dua. th.lr racords Indicate that at tha daath of tha abova decadant. you wara a joint ownar/baneflclary of this account. If you f.al this Infor..tlon Is Incorract, plaasa obtain wrlttan corractlon fro. the financial Institution. attach a copy to this far. and raturn It to tha ebov. addr.ss. Ihls account Is ta..hl. In accordance with the Inh.rltance la. Lawl of the Co..anw.alth of P.nnlylvanla. Qua.tlanl .ay b. an.wered by calling (717) 181.83Z1. CDMPLETE PART 1 BELOW . . . SEE Account No. 350656 Dat. E.hbIlth.d REVERSE SIDE FOR 12-15-82 FILING AND PAYMENT INSTRUCTIONS 10 Insure proper credit to your account, two (ZJ capias of thll notlca aust acco.pany your p.yaant to the Reglltar of Wills. Hake chack payabla to: -Reglltar of willi, Agant-. PART [!] 7,874.29 50.000 3,937.15 .06 236.23 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE Account Sa lance Percent Taxable Anount Subjact to Tax Rete Potantial Tex Dua K HotE: If tax pay.ents ara .ade within thraa III aonths of tha dacadant'l data of da.th. you aay daduct a 5~ dIscount of tha ta. dua. Any Inherltanca ta. due will becoae dallnquant nlna (9) aonthl aftar tha data of death. Tax K [ CflECK ] ONE BLOCK ONLY A. rQ th. abova Infor.atJon and tax dua is correct. ~I. You ..y chao Ie to r..lt pay.ant to the Ragistar of Wills with two coplal of this not Ie. to obtain . dllcount or avoid Int.r.lt. or you aay chack bo. -A- and return thll notlca to the Raglstar of willi and IIn official allal,.ant will ba ISluad by the PA Dapart.ant of Rav.nu.. B. c:J Ih. abov. al,at hal baan or will ba raportad and ta. paid with tha Pannlylvanla Inharltanca lax return to be fllad by tha dacad.nt's raprasantatlva. C. r=J Ihe abova Infor_atlon Is Incorrect and/or dabts and deductlonl ware paid by you. You aUlt co.phta PARI 0 and/or PARI 0 balow. If you indicate a different tax rat., pleasa stata your relationship to decedant: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART [3J TAX RETURN - CUMruiATION lINE I. Dat. E.tabllshad 2. Account Balance 3. Percant Taxable 4. Anount Subject to Tax S. Debts and Deductions 6, Anount Taxable 7. Tax Rata 8. Tax Due ON .liiIhi,TRUST ACCOUNTS OF TAX I 2 3 K 4 5 6 7 K 8 i-AD 1 2 3 4 5 6 7 8 CLAIMED PART [!] DATE DEBTS AND DEDUCTIONS PAYEE DESCRIPTIDN AMDUNT PAID PAID I . I TOTAL CEnter on Line 5 of Tax Conputation) Undar penaltle. of parjury, I declare that the facts I co_plete to the bast of .y knowledge and b.lief. T~~A~~~SI~~AfO~~~~ have raported above are true, correct HOME (717) ;;-.1 J ':".LJ. ct WORK (}I 7) 71; () r; y,)' 2- TELEPHONE NUMBER UTi' '/6 and GENERAL INFORMATION I. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHENT with IIpplluble lM'er.., billed on In'or..tlon ,ubIIltt.d by the flnW\CI.1 In.tltutlon. Z. Inherlt~. I'. bec~" d.llnquant nln. .onthl .ft" thl dlceden", dlt, of d..th. S. A Joint account II t'M~I. IVln though thl dlCldant" n... "'I' Added .. . I.tt.r of convenl.ne.. ~. Iccount, C Including tho.. held b.t~.n husband end wlf.) which the dacldant put In Join' n.... within ona YII.' prior to d.ath .,. tully ,...bla a. I,.,,'.r.. .. Account. ..tabal,had Jolntlv balwean hu.b~ And wlf. aor. th~ on. y..r prior to d.ath .t. not t...ble. .. Account. h4ld by . dlcadent "In trut' 'or" .natha, or othar. .t. ,..abl. lull" REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the Inlor..tlon 8nd co.putatlon In the notice .r. corr.ct and deduction. .r. not baing clll.ed, piece ~ ~.- In block -A- 0' Plrt 1 0' thl -Ta_ply.r R..pon..- ..ctlon. Sign IMO copl.. and .ub.lt th.. Mllh your ch.ck 'or the .~t 0' t.. to thl R.gllllr 0' Will. 0' the county Indlc'l.d. fh. PA O.p.rte.nt 0' R.v.nu. will I..u. en offlcl.1 .......~t (For. REV-15U EU upon r'Cllpt of the r.turn froe the R.ght.r 0' willi. 2. ILOCK I . l' the ....t .p.cl'l.d on thl. notlc. h.. b..n or Mill be reportad and ta_ paid with the Plnn.vlvanla Inharltanc. fa. Rlturn '11.d bv the dac.d.nt'. r.pr...ntatlv" plac. an ~X~ In block ~a~ of Part I of the -Ya.pay.r R..pon..- .actlon. Sign on. cop_ end return to the PA Departlent of R.v.nu., Bur..u of IndlvldoJal Talll., Dapt 280601, H.rrlsburg, PA 17128'0601 In the .nv.lope provided. 3. aLOCK C - I' thl notice Infor.atlon I. Incorr.ct and/or deduction. are bllng clal.ed, check block ~C- and coaplat. P.rts 2 and 3 Dccardln; to th~ Inrtructlcr.. bclow. SIIr.I two cOl;Jlu :.nd subtllt the. "I~h vou" ch.cl< foro the .....urot of tal': r-y.t:l. to tt,a RI::htor 0' Wills of the county Indicated. Thl PA Dlparta.nt of Rav.nuI will I..u. .n offlcl.1 ........nt (For. R[V-IS48 EX) upon rlc.lpt of the ,..turn fro. the R.gl.tlr of Will.. TAX RETURN - PART 2 - TAX eOMPUTATION LINE I. Entlr the d.t. thl .ccount orlgln.lly w.. I.t.bll.h.d or tltl.d In the ..nn.r ..I.tlng at data of d.ath. NOTEl For a dec.d.nt dying .ft.r IZ/IZ/aZl Account. which the d.c.d.nt put In joint n.... Mlthln on. II) Ylar of d..th arl t...bl. fully a. tr.n.flt.. Uow.VIt, th.r. II .n e.elutlon not to ..c..d '3,000 p.r tran.hr.. rogardle.. 0' the v.lu. of the account or the nu-b.r 0' account. h.ld. If a doubll a.t.rllk (n) .pp.." b.for. your fI"t n... In the addr... portion of this noUco, tho 13,000 ..elu.lon alraady h.. b.an d.duct.d frol the .ccount balanc. .. roport.d by tho fInancial In.tltutlon. Z. Ent.r the total balanCI of thl .ccount Including Int.r..t .ccru.d to the data of d.ath. 3. Thl parcent 0' tha account th.t I. ta..bl. for ..ch .urvlvor II d.t.r.lned a. follow.: A. Tha parc.nt ta.abl. for joint ....t. o.tabll.h.d ear. than ana y.ar prior to the d.c.d.nt". doath: 1 DIVIDED ay TOTAL NUHBER OF JOINT OWNERS E..apl.: A joint ....t r.gl.t.r.d DiVIDED BY TOTAL HUHBER OF . loa . PERCENT TAXAaLE SURVIVINC JOINT OWNERS In the na.a of the d.c.dont and two other p.rson.. 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BV Z (SURVIVORS) . .167 X loa . 16.7~ (TAXABLE FOR EACU SURVIVOR) , I a. Tha p.rc.nt ta.abl. for ....ts cr.atod Mlthin one yoar of tha dac.dant'. d.ath or account. own.d by the d.cedant but h.ld In tru.t for anoth.r Indlvldual(.) (trust b.naflclarl..I: 1 DIVIDED BV TOTAL HUHaER OF SURVIVING JOINT OWNERS DR TRUST BENEFICIARIES X 100 . PERCENT TAXaaLE E...pl.: Joint account r.gl.t.rad In the na.. of the dec.d.nt and two oth.r p.r.ons and ..tabll.h.d Mlthln on. y.ar of d..th by the d.cod.nt. 1 DIVIDED BV Z ISURVIVORS) . .sa X lOa . SO:c (TAXABLE FOR EACH SURVIVOR) 4. Yhe a.ount .ubjlct to tax (11n. 4) I. d.t.raln.d by .ultlplylng the account balanc. (1lno Z) by tha p.rcant ta_abla (1In. 3). S. Enter the total of the dabt. and deduction. Ilstad In P.rt 3. 6. Th. a.ount ta.abl. (Iln. 6) I. dat.r.ln.d by subtracting tha dobt. and d.ductlons (lln. S) froe tha a.ount subj.ct to tax Clln. 4). 7. Entar the approprl.t. t.x rat. (llna 7) as d.tor.lned b.low. A. For dat.. of d.ath occurring aft.r 6/30/94, the t.. rat.s for tr.n.f.rs to spous.' ara .. followsl 1. Oat., of d..th on or aft.r 7/1/94 and b.fore 1/1/9S the rate Is 3~. Z. Oat.. 0' d.ath on or aft.r 1/1/95 tran.far. to spou.o' will b. ta..d .t o~ tax rat.. Note: For dat.. of doath prior to 7/1/94 tran.fers to spous.. ar. ta.able at 6~. a. Tran,far. to I1n.al d..c.ndants Including fath.r, aoth.r, .on, d.ught.r, grandchlldr.n, son-In. law, daught.r.ln.law, st.pchlld and th.lr I.su. ar. ta.abla at si. p.rc.nt (6~). C. Tran.fer. to all oth.r. Including brothar, .I.t.r, unci., aunt, nephew and nl.c. ar. t..abll at fifto.n p.rcent (IS~). D. If yOU chang. the t.x ratl, pl..s. sp.clfy your rolatlonshlp to the docod.nt In the aroa provld.d. a. Th. a.uunt of tax due (Iln. 0) Is doteraln.d by aultlplylng the ..ount ta_ablo (1In. 6) by the ta. rat. (Ilna 7). CLAIMED DEOUeTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debts and dllINctlons are d.torlln.d lilt follows: A. You l.gally ar. r..pon.lble for pay..nt, or the a.tat. .ubj.ct to .d.lnl.tratlon by a parsonal r.pr...ntatlv. Is Insufflclant to pay tha d.ductlbl. It.... B. You actually paid the d.bts .ft.r d.ath of the d.codent and can furnish proof of p.y..nt. C, Dabts baing cl.I..d au.t b. It..lz.d fully In Part 3. If additional spaca I. n..d.d, u.. plain pap.r 0 I/Z~ x 11~. Proof of p.y..nt .ay bl r.qua.t.d by the PA D.part..nt of R.v.nu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, eONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFleE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) ~+. ~. ,_. . ~1I0..t"'.1 COMMONWEALTH OF PENNSYLVANIA DlPAIlTMINT O. RIVINUI OPFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* DNo. AA 146971 ACN ASSESSMENT '=' CONTROL ~ NUMBER RECEIVED FROM: 6 AMOUNT KENNETH E GULLEDGE 'fbI4'7Be9 .e:iB.16 27 STRAWBERRY CARLl SLE, PA DRIVE 17013 ESTATE INFORMATION: I!:I FILE NUMBER li1 21-1996-0948 I!:I NAME OF DECEDENT (lAST) ~ GULLEDGE MARGARET ~ DATE OF PAYMENT Iii 11/21/96 EI POSTMARK DATE COUNTY SSN 217-07-'3718 (FIRIT) (MIl E CUMBERLAND DATE OF DEATH 09/02/96 REMARKS KENNETH E GULLEDGe m TOTAL AMOUNT PAID 5258.7b SK , " RECEIVED BY l'" SIGNATURE , , SEAL CHECKlI 5693 REGISTER OF WI LLS MARY C. LEWIS REGISTER OF WILLS ../ ',.' ~ " " ~. > \; ---- -- -.- --. .-_. -- _..- - -: --;::-. -~ -- ~ ;, J ~. -- -- .-- ---. -...- -- -- -- - --- .~_.- - .- ---- . - -- -_.- .-.-.. .---- -- - . , " I-.lot __I ---~ . -- _ -. ..--... .4....~~ -- f . .' . . .l' -,:. . D NO. AA 146969 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX *' '"'....."".1 ACN ASSESSMENT P:' CONTROL iii NUMBER AMOUNT D RECEIVED FROM: "0141830 .eE4.4E! KENNETH E GULLEDGE 27 STRAWBERRY DRIVE CARLISLE, PA 17013 ESTATE INFORMATION, !t fiLE NUMBER U 21-1996-0948 !t NAME OF DECEDENT (LA51J ~ GULLEDGE MARGARET ~ DATE Of PAYMENT Iii 11/21/96 m POSTMARK DATE COUNTY SSN 217-07-3718 (FIRST) E (MIl CUMBERLAND DATE OF DEATH 09/02/96 REMARKS KENNETH E GULLEDGE fa TOTAL AMOUNT PAID S221,.42 SK SEAL CHECKll 5694 RECEIVED BY 'J' " ,', r. / REGISTER OF WILLS "SIGNAlU.E J '/ MARY C. LEW IS ./ ,':,!:" " , REGl STER OF WILLS . , ..__ ____ ~.n._. ___... -~_. ___.__-. _~d ._ _...___ __. ___ ____ ___ __ ___ __~. ~_ _ ,__ ~ - u_ ..... ,. __1 -p-"""""'- , -;...---- .-.~..- -.....-:"~ - - .,:. )4/ '-' l. 'f I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO eOURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iii,j:iS4j-EX-AFP-n-i:9&TNOYice.--OF-YtiHERii'ANci-YAinipiiiiiiiSEiiENi'-.--ALLowANci-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GULLEDGE MARGARET E FILE NO. 21 96-094B ACN 101 DATE 02-03-97 If an assBssmBnt was iSSUBd previouslY, linBs 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to datB. ASSESSMENT OF TAX: 15. A~ount of line 14 at Spousal rat. (15) 16. Aftount of Line 14 taxable at Lin..I/Class A rat. (16) 17. Aftount of Line 14 ta..ble at Collateral/Class 8 rat. (17) 18. Principal Tax Du. 15-1/1-1",) BIIREAU OF INDIVIDUAl TAXES n:. tlllUHC[ fAll DIVISION O[P'. 'IObOl 1l~r.1I1'5I1UIIC. PA IIl:a'ObOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INIIERITANCE TAX APPRAI5EMENI. ALLOWANCE DR DI5ALLDWANCE OF DEDUCTION5 AND AS5ES5MENT OF TAX KENNETH E GULLEDGE 27 STRAWBERRY DR CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Raal Estat. (Schedule A) 11) 2. stocks and Bonds (Schedule Bl t2) 3. Closely Held stock/PartnershiP Interast (Schedule Cl 131 4. Hortgagas/Hotas Raceivable (Schedule DJ (4) S. Cash/Sank Deposits/Hlsc. Parsonal Property ISchedule E) (5) 6. JoinU)' Own.d Propad)' (Schedule f) .6) 7. Transfa,.s 'Schadula G) C7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Costs/Hisc. Expansas 'Schadula H) .9) 10. Oabts/Hortgage Liabilities/LiBns ISchadule I) (10) 11. Total Daductions 12. Net Valua of Tax Return 13. Charitable/Govarnmantal aaquests (Schedula J) 14. N.t Value of Estat. Subjact to Tax NOTE: TAX CREDITS: PAYMENT DATE 11-21-96 RECEIPT NUMBER AA146970 DISCOUNT 1+1 INTEREST I-I 81.18 (I., ~t;J* llo-\h' t. UIIl,-tt! 02-03-97 GUllEDGE 09-02-96 21 96-0948 CUMBERLAND 101 MARGARET E Anount Ralni Uad I CIIANGED ,00 .00 .00 .00 .00 32,925.00 ,00 IBI NOTE: To insure propar credit to your account, subnit tha upper portion of this form with your tax pa)'lIlant. 32.925.00 5.377.00 489.00 1111 lIZ) lI31 lI41 <;.R~~ no 27.059.00 .00 27.059.00 ,00 X .00: 27.059.00 x.06: .00 x .15: lIB) .00 1.623.54 .00 1.623,54 AMOUNT PAID 1.623.54 I TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. I TOTAL DUE 1.704,72 81.18CR .00 81.18CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTERE5T. I IF TOTAL DUE 15 LE55 TIIAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FORM FOR INSTRUCTIDNS.l (")(") ~ '" , " :n .l4i, . Cl " 1:1 1/, I '..Al ~~ ',' ..;~ ,,\ ... - ..' ... ., (Xl RESERVATIONs Eatat.. of dlcldents dying on or be for. Olc..b.r Il. 1~8l -- If any future Inl.r..t In the Istat. I. transf.rrad In Po.....lon or enjoy..nt to CI... B (coll.t.rnll blneflclerl.. of th. dlcldlnt aft.r the .~plr.tlon of any ..tat, for 11ft or for y..r., the Co..on~..llh hereby ..pr..sly r...r~.. thl right to appr.is. and ...... tranlf.r Inherltanc. T.... at the lawful Cia.. a leo11.t.rall rat. on any such future Int.r..t. PURPOSE OF HOIICEt To fulfill the requlr...nt. of Slctlon ZI~O of the Inheritance and [stat, 'a_ Act, Act 11 of 1991. 71 P,S. Slctlon ZlftO. PAV"EHh Detach the top portion of thl. Holie. and subelt with your pay.,n' to the Regll,er of will. printed on the rever.e Ilde. "Make check or .oney order payable tal REGISTER OF' HILLS, AGENT All pay.ent. received Ihall fir.t be applied to any Interelt which .ay be due with any re.alnder applied to the ta.. REFUND (CR'1 A refund of a tax credit. which was not requa.ted on tha Ta. Return, aay be requelted by coapletlng an "Application for Refund of Penn.ylvanla Inherltanc. and E.tate Ta." (REV~llll). Application. are available at the Offlc. of the Regl.ter of Will., any of the Zl Revenue DI.trlct Dlfic.., or by calling the Ipeclal Z4-hour an.werlng .arvlce nuaber. for for.. ordering: In Pennsylvania 1-8DD~361.2DSO, outside Pennsylvania and within local Harrllburg area (717. 181'8094, TOOl (117) 77Z'lZSZ (Hearing I.palred Onlyl. OBJECTIONS: Any party In Intar..t not latl.fled with tho appralla.ent, allowance or dl.allowance of deduction.. or all....ont of ta. (inclUding discount or int.ro.t. as shown on this Notice .ust Object within .I.ty (60) day. of recolpt of this Not Ice bYI uwrltten protest to the PA Dapartaent of Revllnue, Board of Appeals, Cep\. Z81021, Uarrhburg. PA 11118~101I, OR ..eloctlon to hava the .attor deter.inad at audit of the account of thll parsonal repre.entatlve, OR ..appe.1 to tho Orphan.' Court. ACHIN ISTRAl'lVE CORRECTIONS I Factual error. dl.cov.r.d on this al....eont should be addre'led in writing to: P& Dapart.ont of Rovonue, Buroau of Individual Ta.os, ATTN: Post ASlel,8ent Rovlew Unit, Cept. 28C601, Harrllburg, PA 17118~0601 Phon. (717) 7a7~6SDS. S.e page S of the booklet "Inltructlons for Inhoritance Ta. Return for a Relldent Ceced.nt" (REV~IS01) for an e.planatlon of adelnl.tratlvely corr.ct.bl. .rror.. DISCOUNh If any ta. duo is paid within three III calendar aonthl aft.r the dllclldllnt'. dll.th, a five perCllnt (S~) dl.count of the ta. paid Is allowed. PENALTY: Th. IS~ ta. ean..ty non.particlpatlon penalty I. coeputlld on the total of tho t.. nnd Int.r..t a".sl.d. and not paid before January 18, 1996, the first day after tho and of tho ta. n8nasty pllrlod. This non-partlclp.tion penalty I. appealabl. In tho .aee .annar and In tho tho sa.e tl.. period al YOU would appaal the ta. and Interelt that ha. been alsassed a. indicated on thi. notice. INTEREST: Interut It charged begInning with first day of delinqu.ncy, or nine (9) .onths and on. (1) day froe the date of death. to the d.te of pay.ent. T..e. which b.cae. delinquent b.fore January I, 1902 bear intere.t at the rat. of Ilx (6~) percent par annue calculat.d 8t a dally rate of .000164. All t.... ~hlch beca.. delinquent on .nd .ftar January 1, 1901 will bear interost at a rate which will vary fro. calendar yaar to cal.ndar year with that rate announced by the PA Dapart.ant of R.venu.. The applicable Intere.t ratas for 1902 through 1991 ara: "!!.!! Int.r.st Aate Dally Interelt factor !!!! Int.rut AlIte Dally Int.r.st fltctor 19112 10;: .000S48 1907 9:< .000241 1983 16~ .000418 19118.1991 llZ .000301 1984 11~ .000101 1991 'X .000147 1905 In .00D3S6 1993.1994 7Z .000192 1906 10~ .000174 JlJ9S-I991 9Z .000147 ..Interest It calculated .. follow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..&ny Notice I..ued aftar tho ta. beco.e. delinquent will r.flect an Inter.lt calculation to flft.an (ISI day. beyond the data of the 8Isell.ent. If payaant I. oade aft.r the Intere.t co.putatlon dat~ .hown on tho Notlc., additional Intere.t .Ult be calculated. /':':></1 /,{ BUREAU OF INDIVIDUAL TAXES .,.t[AITANC[ lAll 01\1IS10N D(Pl. taa.Ol IlAARISlURe. PI 1IIla.o,ol COMMDNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT C.-o *' 111.1111..1"111.111 KENNETIl E GULLEDGE 27 STRAWBERRY DR CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MARGARET 03-10-97 GULLEDGE 09-02-96 21 96-0948 CUMBERLAND 101 Allount R...ttt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO eOURT HDUSE CARLISLE, PA 17013 NOTE: To in sur. proper credit to your .ccDunt, sub.it the upper portion of this forn with your t.. pay...nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEv:il.iij-EY-Af:ii-foi-:97r--m...--iilifERXYANC'E-Tilit-s'TiiiEHiftiT-iiF-ilifcouiif--it..--m-mm----m-- ESTATE OF GULLEDGE MARGARET E FILE NO. 21 96-0948 ACN 101 DATE 03-10-97 THIS STATEHENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION DF ALL PAYHENTS, THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 01-27-97 PRINCIPAL TAX DUE. 1.623.54 PAYMENTS (TAX eREDITS): PAYMENT DATE 11-21-96 02-24-97 RECEIPT NUMBER AA146970 REFUND DIseOUNT (+) INTEREST/PEN PAID (-) 81.18 .00 AMDUNT PAID 1,623.54 81.18- TOTAL TAX CREDIT 1,623.54 BALANCE OF TAX DUE .00 .00 .00 INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION DF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. 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 FDR INSTRUCTIONS. I E PAYtcENT, Cl C' I '. ~:.: Ott.ch the ~J~'.d on tDll_portlon 0'_ this - J':'" thl r.vlr.~.~. Notlc. and .ub.lt with your paye.nt ..d. payable to the n.l. and addr... If RESIDENT DECEDENT ..k. check or .on.y ordlr payabla tal REGISTER OF WIllS, AGENT. If NON.RUIDtNT DECEDENT .aka ch.ck or .on.y order plyabl. tal COHHONWEALTH OF PENNSYLVANIA. REfUND eCAl, A r.'und 0' . tax cr.dlt, which wa. not requ..ted on the Ta. R.turn, .ay b. raquaeted by coapl.tlna an "application 'or R.fund 0' P.nn.ylvanla Inhlrltancl and E.tate T.." (REV-IlIl). Application. ar. avallabl. at the D"lce 0' the R.al.t.r 0' Will., any a' the 21 R.venu. DI.trlct Df'lce. or froe the a.part.ant., 2'-hour en.warlng ..rvlc. nueb.r. 'or 'or.. ordlrlng: In P.nnlylvanl. 1-800-162.Z050, outllde Pannlylvanle and within local Harrllburg ar.a (717) 137-8094, TOOl (717) 77Z-Z252 (H..rlng lepalr.d only). REPLY TDI Qu.ltlonl r.gardlng Irrorl contalnld on thll notice .hould b. addral..d to: PA D.part..nt a' R.vanu., Bur.au of IndivIdual Ta..I, ATTN: POlt A.IIII..nt Rlvllw unit, Dlpt. 280601, Harrl.burg, PA l71Z3-060l, phone (717) 731-6505. DISCOUNT: PENAL TY I INTEREST: I' any t.. dul 11 paid within thre. (1) calendar lonthl a't.r the d.cld.nt.. dlath, a 'Iv. p.rcent (S~) dllcount of the tax paid II allowed. Thl IS~ ta. aanllty non-participation pln.lty I. co.puted on thl total 0' the t.x and Intlr..t .......d, and not paid b.'or. Janu.ry 13, 1996, the Itr.t d.y att.r the end of the ta. aanllty p.rlod. Int.r..t I. chargld beginning with flr.t day of dallnquency, or nlna (9) lonth. and on. (1) day 'ro. the d.te of daath, to tha data of paYI.nt. T.... which b.ca.. d.llnquent baforl January I, 198Z b.ar lnt.r..t at the ratio' .1. (6~) p.rcant p.r annul calcul.tld at . dally rat. of .00016~. All ta... which blca.. dallnqu.nt on and a'tar Janu.ry 1, 198Z will b.ar Int.rllt at a rat. which will vary fro. cal.nd.r y.ar to callndar y.ar with that rat. announcld by thl PA D.part..nt of Rlv.nu.. Th. applicable Int.r..t rat.. 'at 19&Z through 1991 ar.: Vaar Int.ralt Aat. Dally Int.r.lt Factor V.ar Int.rllt Rat. Dally Int.ra.t Factor 1982 ZOX .Oaa5~a l'ila1 9X .000Z41 au 16~ .OOOU& l'ila3-1991 IU .000101 19a~ 1l~ .000501 1'il9Z 9X .000Z~7 1915 I3X .000156 1991.1"" 7~ .000192 1986 I.~ .000274 1995-1997 9X .OOO2~7 ulnt.r..t It calcul.tld .. follow. I INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. 1.luld .ft.r the ta. blco.., d.llnqu.nt will r.fl.ct an Int.r..t calculatIon to flft..n (15) day. bayond thl data of the a'..I...nt. If pay..nt II lad. aft.r the Int.r..t co.putatlon data IhOwn on the Notlee, additional Int.rut MIlt b. calculatad.