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CO"""OHWUlltl 1lI P,HI4'iYI VANIA
OlPA"IHEHI Of N(V(HU[
BUllE AU Of INDiViDUAL TAlliS
DEPt. :aobol .
tlAAIUSBURC, PA If..l 01101
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21
?6155273
11-21-96
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TVPE OF ACCOUNT
PAUL E MAHON
7891 MOLLV PITCHER HWV
SHIPPENS8URG PA 17257
REMIT PAYMENT AND FORMS
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
, SAVINGS
CIIECKING
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,." TRUST
:x.; CERTlF .
TO:
EST. OF VERNA G MAHON
5.5. NO. 847-00-6696
DATE OF OEATH 10-08-96
COUNTY CUMBERLANO
DAUPHIN DEPOSIT BANK & hIlS provided the Oepart...nt with the In'o,..,,\lol1 listed tlelov which hIlS hun used in calculating the
potentlal hilt dUD. Thalr ,acordl lndlCl1ta lhot lit the dllath of the above Llacudqnt, you ",ar. ., Joint momar/benefidarY of this .ICCOUnt.
If you '..1 thlt lnfnrlll'ltion II incornlct, 1110&18 oblnln written correction fll" the fln/lllel..l Inltltlltion. .,ttnch ,1 COpy to this for..
IInd 'Dturn It to ,t.. abO". <,ddr",ss. Jlds ",ccount Is tl1lti1hle In I'ICCOrl!i1,'f:lI wilh th. Inh"ritnnc. f,u l.IWS of the to....on....8Ith IIf PAnnsylyonla.
WIjI.\lall. ...y u. <t:,.lOtI,..1J r,y .::./.lllg .111' Ini"e.H'.
COMPLETE PART 1 BELOW
Account No. 8100673365
M M
M SEE REVERSE SIDE FOR
Dolo 04-17-95
Established
FILING AND PAYHENT INSTRUCTIONS
Account aalanc.
Perc.nt Texabl.
Amount Subj.ct to
Tax Rat.
Pot.ntial Tax Du.
5,526.08
16.667
HOlE: If tax pay...nt. are "ade within 'hree
921.03 t!) I'anth. af th...4..ced.nt's d.t. af duth.
.06 you aay d.duct .(3Jdlscaunt of the tax due.
_ Any Inharltence tax due will beco.e delinquent
55.26 S J..:'J l...~nln. ICJJ .onth. aft.r the data of d..th.
TAXPAYER RESPONSE
FAILUR! TO R!SPOND WILL RISULT IN AM OFFICIAL TAX ASSESSMENT BAS!D ON THIS MOTIC!
fo Insur. prop.r credit to your .lCcount, two
1;1 copieS of this notico nust .1Cco..pany your
Pltv...nt to the ReQlstor of wills, "".... chack
flavabla to: "RoQlst.r of Willi, Agant",
K
To.
K
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. 0 1h1i abo.... lnfornUon end tax w. Is corr.ct.
1. You ..y choo.. to re.lt pay.ent to the Regllt.r of will. with two coP I.. of thl. notlc. to obtain
. dllcount or ayold Intera.t, or you .ay check box "'" and return this notlca to tha Ragl.tar of
Will' and an official ........nt will b. II.ued by the P' Dop.rtaent of Reyenue.
B. 0 The aboye auet hat baen or will ba report.d and tax paid with tM PlIfV11Y1"Bnle Inharlt.nc:. Tax return
to be filed by tha dacadent's rapra.entatl...a.
C. 0 The aboya InforaaUon 1,.~Jrcor,..ct and/or debt' and deductlon. wan paid by you.
You wit coap1at. PART l!.J and/or PART (!] balow.
OFFICIAL USE OMLY 0 AAF.
PA DEPARTMENT OF REVENUE .
PART
~
TAY
lINE
If you indic.ta a diff.r.nt tax rat., pl.... .t.te your
rel.tion.hlp to decadent:
DIl'TIIDN _ f"nWDII"'ATTnN
1. Ooto E.tobl1.hod
2. Account Balanc.
5. p.rc.nt Taxabl.
4. A.ount Subj.ct to T.x
5. Oebt. and D.ductlon.
&. Amount Taxable
7. Tax Rate
8. Tax Dua
T~'tl nM ,InTNTnal1otT Arr.nllMTot
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1
2
3 X
4
5
6
7 K
8
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIHED
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PART
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DATE PAID
ul
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PAYEE
OESCRIPTION
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AM,OUNT PAID
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0'1,
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I
TOTAL
(Enter an Lin. 5 of Tax COMPutation)
$
Under p.naltl.. of perjury, I d.clare that the fact. I
conplat. to the b.,t of ny knowladg. and b.llef.
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TAXPAVE 5 GNATU~E /
ha"e reported abo". ar. true, correct
HOME (1/ 7) ~),./ t; :1.-(/3
WORK ( )
TELEPHONE NUM8ER
ond
GENERAL [NFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OffICIAL fA)( ASSESSHEHT wllh .IIII,llubhll (nhrut 'Mud IIn Inlnrllllulnn
tut".tU.d by the 'Inanclftl Instltutlun,
:.. Inhll,-Itllnc. tnx b.Co.., 11111111'11111"1 nln. ""onlhl .llhr the ,IAf;ltlhm"" tlltl. III .1."lh.
}, " joint ...ccount II I".nhl. ..v..n thnuqh the Ihu:Aclllll".. n"",. w.,' ,\tllle.1 .,. ,I ",.,ltll,. ,,' .:nm,."tum:tt.
... Accounts tlncludlnq thO.1I h.ld b.t",..n I""band .1ml Mlf.1 wllifh Ihll lIeclltllI"t pl.1 in JllllIl fl,II'"'1 wi'hln un. .,11,.1 Ilrlnr 10
tllIath orlf lulh '''.lIbl_ ,II I""fll'.r..
!J. Accounts .,tabl Ishad Jointly heh...n h".bllnd nnll wit. "or. HI.." 111111 't.'" Ildor III dlHllh 'If. not tn."bla.
6. Accounts held by 11 ,llIClldllnt "In trult Inr" Imother nr oth.r. tltll l".nbh. hillY.
REPORTING INSTRUCTIONS - PARr
1
TAXPAYER RESPONSE
I. IHOC. A _ It tl1. In'or,,"llon ,,"d co.pulllllon in Ihe notlc. Ma cunnct ,mlllladucllur" .Ir.. nol IJeln" clol..ed, 11111C. tin ")c"
In hloc'" "A" of IllIrl I 0' tha "'tlllplly.r ~.,pun!i." uct lUll. Slqn two r.01l1... ,lnll ~ub.lt th... with your chac'" for the Ilaount 0'
tall to the ~aghhr nf will. ot the county Indlcntlld. Iha III Ihl~"rI"ant lit ~av.nll" 04111 IUlla "n offlcllll .nless...nt
tror.. ~[V-Iljltll UCI ullon rllcll1l11 0' Iha "lturn 'ro,. the Wllqlstllr fl' wllts..
:!. BlOCK B _ If Ihe lI"a' ~'lacllll1d IIn thl, 110tlca 11<1' 1I..n IIr 04111 lie fOllortlld iUlII I.'. 1IIIId with the Pnnnlylvllnln Inh.rttnnca
"'II lI.turn fUed by Iha daclldllnl" reprelantottva. pt.'CII .)n "X" In IIloclo. "S" fI' I1l1rt I 0' Ih. ..tllllpayar Re,pon,." 'ulcl1on. Slan noe
COpy o.nd return 10 Ihe PA Ollpllrt"enl uf ~avllnlle, 8urenu II' Indlll\lJuo1l 'nlllls, napt ;'lIObOl, llllrrl,burg, Pl 1111oS-0bOl In the
envelope proyldad.
S. BLOCK C . If Ihe notlclI Inforlullllon Is Incorrect .lIld/nr dllductll)ll!i .lrA lleinq c1atned. check block "C" and cOllpl"t_ Pllrts l "nd S
O. Wills ot the county lndlcahd. Ihe PA Depllrt.ent of ~eyenue will Issue j,n ufflclal ilsnu.ent Iror. R[V-I~..8 [lC) upon recalpt
ot the raturn fro. tho Raglstar of Wllls.
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TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enlar
NOIE:
tha data tha account origlnnllY was establlshed or 11tlod In tho ~annar o.lstlng nt date of daalh.
For a decad.nt dyinQ a'tar 12112182: Accounts which tha d.cedent put In joint nll.as wllhln one III year of daath ftre
tllllabla 'ully ftS trllns'ars. !lowovar, there Is IIn olleluslon not to 011 coed H,aaa por Irnnsforee reQardless of the vab. of
the account or the nuabar of accounts held.
If a double astarlsk (..) appaars betor. your first na.a In tha addr.ss portion of this notice. the IS,OOO Illclusion
alraady has baen daductad fro. the account balanc. aa report.d by the financial institution.
Z. Enl.r the lot.l balance of the ACCount InclUding Intereat eccrued to the d.t. of deeth,
3. The percent of thll account thet II tl.lIbl. 'or each survivor II detar.lned as 'ollowS!
A. Th. parclllt t..eal. far joint asset. ..teallshed eor. then one year prior to the dac.dlllt's de.thl
DIVIDED IY TOTAL NlRtBER OF
JOINT OWNERS
ExMPI.~ A joint en.t reghhrad
DIVIDED BY TOTAL I<<JHBEA OF )( 100 . PERCENT TAXAllE
SURVIVINC JOINT OWNERS
In the n... of the decadent end two oth.r parsona.
B. ThI parcent te.abl. 'or Isset. cr..tad within on. yaar a. tha decloant's death or accounts owned by the dacedent but hlld
In trust far enothllr Indlylduall.J (trust beneficiaries) I
I DIVIDED BY 5 IJOIHT OWNERS) DIVIDED BY Z (SURVIVORS) . .167 X loa . 16.7X (TAXABLE fOA EACH SURVIVOR)
I DIVIDED BY tOTAL HUMBEA Of SURVIVING JOINT
OWNERS OR TRUST BENEfICIARIES
)( 100 . PERCENT TAXABLE
[.laPl.l Joint account reglstarld In the naae of thl dlcadent end two other p.rsona end Istabllsh.d within anI y.ar of daath by
the deCedent.
I DIVIDED IY Z (SURVIVORS) . .50 X laa . ~OX (TAXABLE fOR EACH SURVIVOA)
4. The..aunt subject to t.. (line ~) I. dltar.inad by eultlplylna the &Ccount balencl Illna Z) by the Plrcent ta.abll (line ]).
5. Enter the total of thl dabt. and d~tlons IlIt.d In Plrt S.
tt. ThII..ouRt taubll Illna bl la detlrlln.O bY sUtltractln" It.n 0.01. and OltOUCtlons 'line !I, trOl tM alOUrlt SUtlJKt 10 tIll (llna It,.
7, Enter thl approprllt. tIll rat. (1lna 7J as d.t.r.lnld balow.
A. For datas of delth occurring aft.r 6/50/94, th. ta. rat.. for transfars 10 spoula' ar. as followl:
I. Datas of daath on or att.r 7/1/94 and bafor. 1/1/95 the rat. ls SX.
Z. Oata' o' d.ath on or aftar 1/1/95 trensf.rs to SpouSIS will be lallad at oX tall rat..
Not.l For data' of d.eth prior to 7/1/94 trenst.rs to .pou.as IIr' tllllabla at 6X.
I, Trens'.rs to lineal da.candent. Including 'nther, .oth.r, son, daughter, grandchildren, lon-ln.l.w,
daugtlter.in.law, stlPchlld and th.lr Issu. ar. taubla at sill perCllnt t6i!J.
C. Trans'ers to all others Including broth.r, slstar, uncl., aunt. naphew and nlacl art tallabl. at flfta.n pareant (lSX1.
D. If you changa the t.. rata, pl.asa sp.cl'y your relationship to Ih. dac.denl in Ih. ara. proyldad.
I. The aaount of ta. dul Cllnl II Is det.nlned by .ultlplylna tha fI.nunt tlllllable Illne 61 by tha tu r.t. Illn. 71.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabts and dldUctlons ara d.ter.ln.d as follows:
A. You I.gally ar. rasponslbl. far pay.ant, or th. as tat. subj.ct to adllnlstr.tlon by a par,onal rapras.ntatlv. I, Insufflcllnt
to p,y the daductlbl. It..s.
B. You actually pald Ih. debts aftar dlath ot the dacadenl and clln furnish proof a. plly..nt.
C. Dlbt' b.lng clal..d aust b. Ite.llad fully In Part S. If addltional spac. Is nead.d. USI plain paper a 1/2- . 11". Proo' 0'
pay.ant .ay b. requested by 'h. PA O.part..nt 0' Aayanue.
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)
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(OHHUNWlAllIl or III NHSYl VAH! A
DUIARHUHI Of WlVINlJ[
BUill AU Ilf INOIVIOUAI tAlll S
DEP', :Sllblll
IlAIlRISBUIlG. II" 1I1..a.OhOI
.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
1".jhIIlIH .,.."
EST. OF VERNA G MAHON
S.S, NO. 647-00-6696
DATE OF DEATH 10-06-96
COUNTY CUMBERLAND
:1.1- '1~- /67'-1
FILE NO. 21
ACN 96155274
DATE 11-21-96
TYPE OF ACCOUNT
SAVINGS
"_: CHECKING
__ TRUST
'i: CERTIF .
PAUL E MAHON
7B91 MOLLY PITCHER HWY
SHIPPENSBURG PA 17257
REHIT PAVHENT AND FDRHS TO:
REGISTER OF WILLS
CUMGERLAND CO COURT HOUSE
CARLISLE. PA 17013
DAUPHIN DEPOSIT BANK I hll' provided the nepart..ent with the Infor"lItion Ihtad helow which hIlS bun und In calculating tho
pohntial tll. due. Their record' Indicate that lit tha de/tth of the ,lboVII doced.nt. ~ou war. ,1 joint ownnr/honeflclllrv of this olccount.
If VOIl feel this Infornatlon I. Incorroct, III.aslI obtllln wrltt.n correction frma ttla fl""ncl"l institution, ",ttnch... COpy to ttlh for..
Itnd return It to ttle <lbove IIddr'ISI. This I'ccount Is It.."ble In n<:cornftnce ...llh thll Intlerltftnc. 1.1)1' l.lW'. (If the COllltfonwe.Uh of Pannsvlvanlll.
Wa.tlon. .ay o. "n...erIlO IIV calling ..1/1 IIS/.":I("
COMPLETE PART 1 BELOW
Account No. 6000443196
II II II SEE
REVERSE SIDE FOR
04-03-91
FILING AND PAYMENT INSTRUCTIONS
D.te
Establish.d
To insure pruper crealt to your account. two
ez) copla. of thl. not Ie. ~ust acco.panv your
paY.llnt to ttle Rllgistar of will.. Mak. check
pavabla to: "Register of wills, Ag.nt",
2.690.56
16.667
448.44
.06
26.91 '),~;.S(,
TAXPAYER RESPONSE
FAILURE TO RESPOMD WILL RESULT, 1M AM OFFICIAL TAX ASSESSMEMT BASED OM THIS MOTICE
Account eal.nce
P.rc.nt Taxabl.
Amount Subj.ct to
T.x Rat.
Pot.nti.l T.x Du.
x
x
NOTE: If ta. paY.llnts Dra nllde within three
(3) _onth. of the ~cedent's date of death,
you .ay deduct a(gJdhcount of tho tu au..
Any lnheritanc. tax dUo will becoe. delinquent
nine t9J .onth. after tho det. of death.
Tax
PART
[!j
A. 0 Th. above InforaaUon and ta. duo h correct.
1. You .ay chao.. to reelt pay.ent to the Regi.t.r of will. with two copies of this notic. to obtain
. discount or avoid Inter..t, or YOU ..y check box "A~ end r.turn this notle. to the Ragistar of
Will. and an official a......ant will be I..ued by the PA Depart.ont of Revenua.
a. 0 The abov. a...t h.. b..,.. or will b. raport~ and tu paid with the Pomlylv.,l. Inheritanc. Tell raturn
to b. fll.d by the dacadent's npr...,taUv..
C. 0 The above infor.aUan is Incorrect and/or debts and deductlonl wer. paid by you.
You MI.t cooplata PART [!] and/or PART ~ bolow.
[CHECK ]
ONE
BLOCK
ONLY
PART
[!j
T~.'C
LINE
If you indicat. . different t.x r.t., pl.... st.te your
rel.tlon.hlp to dacedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
'='''" T6Y "N ...n.~T'TrU)~T Ar,..nIlNT~
p'~,!,I)~~ . rn~~:II.IT4T:rnN
1. Oat. Establish.d
2. Account S.lance
3. P.rc.nt Tax.bl.
4. ADount Subj.ct to T.x
S. D.bt. and D.duction.
6. Anount Taxable
7. Tax Rate
a. T.x Du.
1
2
3 X
4
5
6
7 X
8
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1
2
3
4
5
6
7
8
CLAIMED
PART
[!]
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
DESCRIPTION
I
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I
I
TOTAL (Enter on line 5 of Tax Coaputation)
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Under p.nalti.. of p.rjurYI 1 d.clare that the
conpl.t. to the b.st of ~y knowledge .nd b.li.f.
-1fx~'r.':(; ~iGt~~t~,; /z--
h.y. report.d aboye are
HOME (/1 '/ ) f) oj "
WORK ( )
TELEPHONE NUMBER
fact. 1
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U1 AMOUNT PAID
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true, corr.ct and
-c '/.1,'7'
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENl ",lIh .IIIIIIIr.I1I1I11 lnhfl'" h",.d fill In'or",,\loo
,ub.lthd b.., the II",mcllll Instilutlon.
L. Inh.rlll1nce tit. heeo..., delinquent nln. "1II11hS 'lfl.r the IleulIl.""", 1111111 III lllll,lh.
1. l joint nccount Is t"."blll lIyen thouqh tllll dilclllhmt', "".. w.'s .1l1l1Ad .1' .1 nlltt.t ,,' 1,1IIwlInl.I\r....
lit. Accountl I including tho,. held h.t.....n IUjlb"nd ilnd wile' .hleh thll Ih.cullenl Illlt in loin' 11I111II11' wllhlllllflll ",1I"t Ilrlor In
dllllth .ire fully tn."blo .,. Irlm,f.r.,
S. Accounts 1I.lnblls"ed Jointly hatw..n hllsIJIlnd "nd ...tI. "',Ir. IhM on. 'lUlU Iltlut In cle/lttl;H1I 1101 t"."blt..
b. Accounts held lIy It declldent "In tr"I' for" ..nothe" or nll1.r. nr. IIIMllble 'tlll'I.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
I. BLOCK A . If thll In'Dr.lltlon .lnd cOIllPutlltlon in Ihe notlco dro correct .1nd deducli"n, .n. 110t h.lllf~ cllllllllld, Illoco .1n "X"
In Illocl< "".. of P,.,rt I of Iho "lnllpa.,.r W.,pons." ..ecl1on. Slyn two copl., .1MlI .,,,Illlllt thelll wllh .,our eh.cll for thll .1.ounl of
lall to Iho W.O!stor of wills of the county IndlcntAd. Iho PA O..p."tll..nt of IIA\lAnu. ...111 I,suo .1n offlcl<11 .1uo"...nt
(forlll WlV'I!Jlta lXI upon roc.lpl of Ih. rolurn frolll Ih.. lIf1qlshr of Wills.
BLOCK B . If tho .1sul ,pocl'lod on 'his nollco h,.,s tleen or ...111 Ilo rnportod and 1,'11 IIAld with tho Panns.,lv,.,nl., InhllrltMc.
fall R.lurn fll.d b., thll decedent" repro,entlltlvlI, pl<1clI ,In "X" in block "B" of 11f1rt I of tho "'nllpn.,llr Ruponu" 'lOction. Sign on.
copy and roturn to tho p" Ollpllrtllent of Rovenu.. BurfUtu of Individual IIIUS, CliP' .'SObOI. HllrrlsburlJ. 11" 1/1:,a-O&01 in thll
envelop. providlld.
5. BLOCK C _ If the nollce Infor."Uon Is Incorrect ,1nd/or llllductions "rll hlllnq cllltlllld, chllck hlock "C" .1nd cOllpletll Pllrls ~ ,1nd J
of wlils of the county Indicatlld. 1h. PA Deparlllent of Wllvenull will is,uo an official IISsllsslIAnt Cfor. REV-I!Jlta [X) upon receipt
of Ihe r.turn froe the Regllter of Will..
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TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Ent.r the date Ihe account originally was estnbllshed or tltllld In the ""nner IIlIlstlng at date of dllath.
NOtE: for II d.clld.nt dying ilftllr IUIZ/aZ: Accounts which thll dllcedent put in jDlnt nUlls within one III YOllr of duth are
tlulablll fully,,. trnnshrs. !lowever, thllre Is .1M ..clu,ion not to ellceed $1,000 pAr tr"nsferoll rQoardlllss of the valu. of
the account or the nulllber of account. held.
If a double a.terl.k C..I appe.r. b.for. your first na.e In the addr.I' portion of thl. notice, the 15,000 e~clu.lon
alr..dy has be." deduct.d fro. the account balanc. a. report~ by the financial in.tltutlon.
Z. Enter the total b.lenca of the account Including inter.lt accrued to the date of de.th.
3. The percent of the account that I. taxabl. far .ach .urvlvar i. det.ralned .. follow.:
A. The percent t..abl. for joint ....t. ..tablJshIId eore than one year prior to the decedent'. d..th:
I DIVIDED BY TOtAl HUHBER Of'
JOINT OWNERS
Ex.-ple: A joint .11.t r.gllt.r.d
DIVIDED IV tOtAL NUHIER OF X 100 . PERCENT tAXAILE
SURVIVING JOINt OWNERS
In the n.... of the decadent and two other personl.
1 DIVIDED BV 3 (JOINT OWNERS) DIVIDED BV Z CSURVIVORS) . .161 X 100 . 16.1X (TAXAILE'~OR EACH SURVIVOR)
I. The percent taxable for ....tl creat.d Mlthln one y.ar of the decedent'. d..th or account. owned by the deced.nt but held
In tru.t for another Incl1vldullU') Uruat beneflclarin!:
1 DIVIDED BV tOtAL NUKIER OF SURVIVING JOINT
OWNERS OR tRUST BENEFICIARIES
X 100 . PERCENT TAXAILE
Exaaple: Joint account r.gllt.red In the na.. of the decedent and two oth.r persons snd ..tabllshed within on. y.ar of death by
the dec:edent.
1 DIVIDED BV l CSURVIVORS) . .50 X 100 . soX (TAXABLE FOR EACH SURVIVOR)
4. The HO\I"It .ubject to talC Cline It) is d.teralned by lIUltlptylng the account bal8f1C. tllne l) by the percent t.lCable Ulne 3),
S. Enter thll tot.l of the debt. and deduction. ll.ted In Part 1.
6. Thll aaaunt taxabla Illne 6! I. aet.~.lned by suolracttng tn. oebtl bna dllductlons Illn. ~J 'roe tn. aeount sUbj.ct to talC Illn. ~;.
7. Enter the .pproprlat. tax rat. elln. 1) al detaralned b.low.
A. fo~ date. of death occurring aft.r 6/30/"', the tax ratel for tran.f.r. to ,pous.. .r. a. folloMI:
1. Dat.. of death on or aft.r 7/1/94 and b.fore 1/1/9~ the ra'e I. 1~_
Z. Oet.. of death on or after 1/1/95 trftn.f.r. to spou,.. will b. taxed at OX tax rate.
Hote: for d.te. of d..th prlo~ to 7/1/9' tran.f.r. to spou... ar. taxable .t b~.
a. Transfllrl to Iln..1 dalcendant. Including father, 1Il0ther. son. daughter, grandchlldr.n. son-In-law,
dftUghter.lnrlaM, .tepchlld and their Issu. lira taxabl. at six p.rc.nt 16XJ.
c. tranlf.r. to all other. inclUding brother. sl.t.r, uncle, aunt, nephew and nlac. are tllllabl. at flft.en percent 11SXJ.
O. If you chang. the tax rata, plaas. spaclfY your r.latlonshlp 10 the decedent In the arll8 provided.
a. the aaaunt of tax dua Illne aJ i. d.teralned by aultlplylng the aaaunt taxable Cline 61 by the tax rat. Cline 71.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and deduction. are d.t.rained liS follows:
A. You l.vally ar. r.IPonslble for pay..nt. or the lI.tftte subj.c' to adain1stratlon by a per.onal repr.'lIntatlve I. Insufficient
to pay thll deductible i'..s.
B. You actually paid the debl. IIft.r death of the dec.d.nt and can furnish proof of pay..nt.
C. Debtl b.ing cl.la.d .ust b. Ite.lzed fully 1n Part~. If additional spec. 1s needed. use plain paper a I/Z" x 11". Proof of
pa.,.ent .ay b. requ.sted by the PA Depart.ent of R.vllnu..
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. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
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FILE NO. 21 -'7(, 10'/'/
ACN 97101280
DATE 01-11-97
TYPE OF ACCOUNT
o SAVIHCs
o CHECKING
o TRUST
/Xl CERTIF,
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COftttOt.MAL rn Of PENGYlVAHIA
DEPUTf€HT Of R[V[JU;
IlREAU OF INDIYIDUAL TAX[S
OCPT. 110601
HARAJSIURG, PA 11121-0601
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
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EST. OF VERNA G MAHON
5.5. NO, 192-14-6639
DATE OF DEATH 10-08-96
COUNTY CUMBERLAND
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PAUL,E MAHO~
7891 MOLLY P.ITCHER HWY
SHIPPENSBURa, PA 17257
REHIT PAYHENT AND FORNS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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DAUPHIN DEPOSIT BANK & hu provld<<t the Depart.."t with the Inforll8t1on Iht~ billow which 11.. bMn used In calcu1etlna u..
potentia. tax due. TM... records Indlcat. that at U. d.ath of u.. above dKedent, YOU 11M,.. II Joint ownerlbeneflclary of thh ItCC~t.
If you f..1 thl, Inforaatlon 1. Incorract, pl.... obt.ln written correction fro. the financial InstItution. attach II copy to thl, lor.
Bnd r.turn It to the abo.... add,..... Thl. account h tIt.abl. In accordanc. with the IntMrltanca TalC LIhlI of the C~lth of P...,....lvanl..
Que,tlons "Y be In~red by callIng (717) lal-ISl7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No, 8100322295 Oato 07-27-94
EotabUahad
Account a.lance
Percent Taxabl.
A.aunt Subject to Tax
Tax Rat.
Pot.ntla1 Tax Du.
To Inaure pr~r cndlt to your ItCCOl.I'\t, two
el) copl.. of thl. notle. .u.t acCOIlp.,y your
pay-.nt to the Rlglltl,. of Will.. Make check
payabl. tal ~egl.t.r of WIlli, Aa-nt".
PART
[!]
5.613.73
16.667
935.64
.06
56.14
TAXPAYER RESPONSE
.FAILURI! .TO RI!SPOND. WILL RESULT IN AN OFFICIAL TAX ASSESSHEHTBASI!D OHTHISNOTICI!
x
x
HOTEl If tax paYHnh ar. lade within thr..
(5) ~th. 0' the dee~t.. data of d.ath,
YOU '.y deduct. S:C dhcount of the tax due.
Any Inherltenc:. t.. dull "UI beeOlttl iHlInquent
nine (,) lonth. .fta,. th. date of ~th.
[CHECK ]
ONE
BLOCK
ONLY
A. 00 The above tnloraatSon and tax due 11 corrlct.
1. You '.y choo.. to ,...It pay..nt to the Rlglst.,. of Will. with two cople. of thl. notle. to obtain
. dl.count or avoid Int.r..t, or you ..y check box ~'" and r.turn thl. notlc. to the Rlg..t.r of
Will. and an official ......aent will be I.aued by the PA Dapartaent of R'venue.
a. r:J ~ above .",t hat ba.n or will b. reported and tax paid with the P~.Ylvanla Inheritance Tax return
to be flIed by the decedent'. repre.entatlve.
C. 0 The above Infor.aUon h Incorr8Ct and/or debts end deduction. "wr. paid by you.
You llU.t co.plete PART (!J and/or PART 0 below.
PART
~
TAX
LINE
~:l=~~~~:;a:: :a~~::~~~nt ta. rata, ph... stata your ....,'.'..'..'.'... OFFICIAL USE ONLY OAAFi
7"AX ~:: .:C:j~i,.inU~';" AC:OUilTS :;i~:!hJiiyef:~/p:~~~:!:~:~:~!:i::P~\y~~~~:y:~:~~~:!:'i\;jA
l' .. .'....'.'
,.2
3
4
5
6
:7
8
DEBTS AND DEDUCTIONS CLAIMED
Rt:TU:iN C:mr'UT:'T:CN ~-
..,
1. Data Establhhad 1
2. Account aalanca 2
3. Parcent Taxabla 3
4. A.ount Subjact to Tax 4
S. Dabt. and Daduction. S
6. Allount Taxabla 6
7. Tax Rata 7
8. Tax Dua 8
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PART
[!J
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
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TOTAL (Entar on lina 5 of rax Co~ut.tion)
.
Undar penaltia. of parjury, I declare that tha fact.
c~l.ta to tha ba.t of .y knowladga and baliaf.
....-rJ7a_t< 1/ E, ~YcIIi~-71-' d~l
~PAYER SIGNA~E j
I hava rapor~ad abova ara trua, corract and
HOME ('~':l ~j.L -~~ (j '13
WORK () ~ _ ~' _ " 7
TELEPHO UMB R A
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GENERAL INFORMATION
1. FAILURE TO RESpOND WILL RESULT IN AN OFFICIAL TAlC ASSESSHENT olth _lIeoll'. Int.,... ........ In'.,oo"'"
IYbIlltted by the flnMCll.l In.tltutlon.
2. Jrhlrlhnc:. tu becOMI dellr.quent "1M -.nths ,ft.r 'hi decedenP, d8t. of dulh.
3. A joint KCOU'lt II tauah Iven though the dec:ecs.nt', ,... .... ~ .. . ..Un of CDnYMlllnCtI.
4. AccCU\ta UnclucUng tho.. Mid bill....., huw.nd IInd "U,1 ""Ic:n tM dec:edwlt put In Joint MM' within 0fW y..r prior to
dMth .t. fully tu.tJII '1 tten,f.r..
S. Accounh utllblllhed Jolnth bill","" hu,b8nd ~ ",If. Mr. th8n OM y..t prior to d..th .t. not taxiMJl..
6. Account. held by . dececs.nt ~ln 'rull forw BnGther or other. .t. 'a.ebl, fully,
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. BLoat A . If the Info,..Uon and COIIPUtltlon In lhe notice at. correct IInd deduction. lit. not being chlMd, pl.ctl ." ""X"'
In block ..,.. 0' Part 1 of ttM "la.paYlr R..pon.... .ectlon. Sign two copt.. and ,ubatt the. Mlth your CMck 'or the ~t of
tax to the Regllter 0' Will, of the county lndlc.t~. The PA o.part-.nt of R.v~ Mill t..ue an offlcl.1 .....-..nt
CFar. REV-l~a EX) upon receipt of the r.turn froe the Regl.t.r of Will..
z. IlOCX I - If the ....t apeclfled on thl. notlc. hat been or will b. reported and t~ paid with the Penn.ylvenl. Inheritance
lex R.turn 'lied by the dec.dWlt'. rapr...ntatlv., plac. en "X"' In block ""Boo 0' Part I 0' the ""T.xpay.r R..pon.... .ectlon. Sian QtMI
copy end r.turn to the PA DapLrteent 0' R.venue, aur.au of Individual Tax.., Dapt 280601, Harrl.burg, PA 11128-0601 In the
env'lope provided.
5. .loa C - If the notlc. Infor.atlon 11 Incorrect and/or cMduc tJon. .... being c1alaed, cheek block ..t" end coeplet. Part. Z end 5
........wI"" ~,;, t;,. :;..:......;.U.....tA ...:.... ::.. :'..01 ......:..... ...... .......t~ ~.... ..::.:. ,..,~~ ~....,;:. r..~ 'tJ.. __..;,;....~ ..: :..... ....:,t.:::a ~~ to..,: r:a.~.t"..
of Will. of the county Indicated. The PA Dapartaent of Revenue will I..u. en official a.....eent (fore R[V-I54a EX) upon rec.lpt
of the r.turn 'roe the R.gI.ter ,f Will..
TAX RETURN - PART 2 - TAX COMPUTATION
1I1E
1. Enter the dell the account originallY ..II ..tabllsMd or titled In thl! Iannlr ..htlng at dllte of death.
NOTE: For a ~t dying aftlr IZlIU8Z: AccCK.rlt. which the decedent put In Joint nBll.' within QIMI (1) y.ar of death .r.
taxable fully a. tren.f.r.. Howev.r, th.re 1. en .xclu.lon not to .xc.ed .5,000 per tren.fer.. r.gardl... of the value of
the lICc:ount or the; ~r of account. h.ld.
If . double a.terl.k (MM) app.ar. before your flr.t na.e In the addr... portion of thl. notlc., the .5,000 .xclu.lon
alraady hi. bean deducted fro. tha .ccount b.lanc. a. reported by the financial In.tltutlon.
Z. Ent.r the total balance of the account Including Int.r..t accrued to the data of d.ath.
5. The ~rc.,t of the account that 11 taxabla for .ach .urvlvor II dltaralned II follow. I
A. Th. ~rcant taxable for Joint a..at. ..tabllshed acr. than QIMI y.ar prior to the dec.dent'. daathl
I DIVIDED 1'1 TOTAL HUHIER Of
JO I NT OWNERS
Exa~le: A Joint ....t r.gl.tared
DIVIDED BY TOTAL HUHBER OF X 100 . PERCENT TAXAILE
SURYIVIHC JOINT OWNERS
In the nae. of the decDdant and tva other Plr.on..
I DIVIDED 1'1 5 (JOINT OWNERS) DIYIDED BY Z (SURVIYORS) . .161 X 100 . 16.1~ (TAXABLE fOR EACH SURVIYOR)
B. Th. pere.nt taxable for a..lt. cr.at.d within on. year of the decedent'. d.ath or account. ownad by the dec.dent but held
In tru.t fo.. anoth.r Indlvldu.le.) (tru.t beneflclarl..)1
1 DIYIDED 1'1 TOTAL HUHBER OF SURVIYING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 .. PERCENT TAXABtE
Exaapl.1 Joint account r.gl.t.red In the n... of the dec.dent and two other per.on. and ..tabll.hed within one y.ar of dlath by
the dec.d.nt.
I DIVIDED 1'1 Z (SURYIYORS) .. .50 X 100 .. SO~ (TAXABLE FOR Oat SURVIYOR)
4. The aeount subjlct to tax (line 4) 1. det.r.lnad by .ultlplylng the .ccount balanc. Cline Z) by the p.rcent taxable (line 3).
S. Ent.r the tot.l of the d.bt. and doductlon. II.ted In P.rt 5.
6. ThI uount taxable Ulne 6) II d.tlr.ln.d by .ubtractlng the d.bt. IIInd deduction. Uln. 5) fro. the flItOunt .ubj.et to tax Uln. 41.
1. Ent.r the approprlat. tax r.t. (llnl 7) a. d.tar.lned bllow.
A. For date. of dl.th occurring aft.r 6/50/94, the tax rat.. for tran.f.r. to .pau.e. are a. follaM':
1. Oat.. of death on or aft.r 1/1/94 and balore 1/1/95 the rat. II n.
Z. Oat.. of d.ath on or aft.r 1/1/95 tran.f.r. to .pou... will be taxed at O~ tax rat..
Nat.1 For dati' of d.ath prior to 7/1/94 tran.f.r. to 'POU'.' are t.xabl. at 6Z.
8. Tran.f.r. to IIne.l d..c.ndants Including fath.... .ather, .on, daught.r, grandchlldr.n, .0n-ln.I...,
daught.r-In-lDW, .tepchlld and th.lr IU\HI are taxable at .Ix p.reant C6:0.
C. Tran.fer. to all other. Including broth.r, .I.ter, unci., aunt, nephew and nl.ee .r. taxable .t flft.en p.rcent (15Z).
D. If you chang. the tax rllt., pl.... .paclfy your r.latlon.hlp to tha decedent In the ar.. provided.
8. ThI aeount of tax due Ulne 81 h d.t.r.lnad by .ultlplylng the aeount taxable Ulne 6) by the lex ratl Ulne 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debt. and d.ductlon. ara dat.ralnad .. follow'l
A. You legally are rl.pan.lbl. for payaent, or the e.tata subject to Bdelnl.tretlon by a ~r.onal repr..~tatlv. I. InlUfflclent
to pay the deductlbll It....
8. You ecWlllly paid the debt. aft.r dlath of the decedent and can furnish proof of pa.,.."t.
c. Debts baing clalHd ......t b. It..lzttd fully In Part 5. If addltlon.1 .pacl II needed, u.. plain papar a 1IZ" x 11". Proof of
payaant .ay be requa.t.d by the PA Daparteent of R.v~.
":'c',~~~,,> ,.. .,.'."",,:JAXPAYERASSISTANCE . . ,"'''', ',',
'c",c.c.<,<YIF'YOU, NEED FURTHER INFORHATIONORASSISTANCE, CONTACT ANY,,,, ., ',,'
"':"':fi?\~<;:';\ REGISTER OF WILLS, PA DEPARTMENT> OF REVENUE DISTRICT OFFICE",,:". "
,;,,/A'<'~n< OR,' CALL THE BUREAU. OF .'. INDIVIDUAL'.T AXES , TAXPAYER INQUIRY, UNIT. IN ' :,C" "+" c,'
\c\:'ltARRlSBURGAT (717)'' 787-8327; TOO' ..(717) .772-2252 (HEARING IHPAIREDONlY)':W:)
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RECEIVED FROM:
185015 COMMONWEALTH OF PENNSYLVANIA
DEPAllJMeNT 01' REVeNue
OFFICIAL RECEIPI' · PENNSYLVANIA INHERITANCE AND ESTATE TAX
,
ACN
~ ASSESSMENT '='
It CONTROL A;I
NUMBER
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o NO. AA
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AMOUNT
PAUL E MAHON SR
7891 MOLL Y P nCHER HIoJY
SHIPPENSBURG, PA 17257
'761:i:se73
':;e.JO
SSN 847-00-6696
(FIR5Tj IMI)
SEAL
m TOTAL AMOUNT PAID
S52.50
SI<
CHECI<# 3046
REGISTER OF WILLS
I'i " . ,:,i
RECEIVED BY /F:2;"r:- ijf/"V '!""r.-
. SIGN .U~
MARy C. L"IoJIS4.,/Utt../~i7'./.2.
REGISTER OF WILLS ~
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UNO. AA 185099 COMMONWEALTH OF PENNSYLVANIA
DlI'AIlTM'NT 01' RIV'NU,
INn" bl'~4 OPPICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
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RECEIVED FROM:
..
PAUL E MAHON SR
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
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J7 E BURD STREET APT 6
SH I PPENSBURG. PA 1725'/
-wo. 14
ESTATE INFORMATION:
m filE NUMBER
U 21-J996-J074
!t NAME OF DECEDENT (LASt)
i;I MAHON VERNA G
II DArE OF PAYMENT
S POSTMARK DATE
COUNTY
SSN B47-00-66'}6
fFIRST) (Mr)
CUMBERLAND
DATE OF DEATH
/08/96
PAUL E MAHON SR
REMARKS
m TOTAL AMOUNT PAID
'56.!4
PB
SEAL CHECKtI 306S
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REGISTER OF WILLS
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IU~EAU Of INDIVIIlUAL TAllES
Ifr.DITAHCE TAX DIYISION
D[JIT. lID6DI
H'.IIIUSIlIIG, Pi l1UI-U01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE or IHHEIIITAHCE TAll
APPRAISEllEHT, ALLOMAHCE OR OISALLOMAHCE
or DEDUCTION ,_AND A88E8SIIElfT or TAll ON
JOIHTLT ~LD OR TRUST ASSETS
"'.lMlIJ fl' IU.tu
PAUL E MAHON JR
7891 MOLLY PITCHER HWV
SHIPPENSBURG PA 17257
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
G
01-28-97
MAHON
10-08-96
21 96-1074
CUMBERLAND
192-14-6639
96155273
bount RMlttlHl
VERNA
MAKE CHECK PAYABLE AND REMIT PAYMENT Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
RE-Y:iS4-a-Ex--AFii-flz-:96i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 01-28-97
ESTATE OF MAHON
VERNA
G DATE OF DEATH 10-08-96
COUNTY CUMBERLAND
FILE NO, 21 96-1074
TAX RETURN WAS,
S.S/D.C. NO. 192-14-6639
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: DAUPHIN DEPOSIT BANK 8 TR CO ACCOUNT NO.
ACN
96155273
8100673365
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 04-17-95
Account Balanca
Par cant Taxab1a X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
5,526.08
0.166
921. 03
.00
921.03
.06
55.26
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER DF WILLS AT THE
ABOVE ADDRESS, MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
12-27-96
RECEIPT
NUMBER
AA185015
DISCOUNT (+)
INTEREST (-)
2.76
AMOUNT PAID
52.50
. '
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· If PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( If TOTAL IlUE IS LESS THAN tl, NO PAYMENT IS REIlUIRED.
If TOTAL IlUE IS REfLECTED AS A "CREDIT" << CRI, YOU HAY SE DUE A REFUND.
SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS, I
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PlJlPOS[ Of
NOTICE I
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To fulfill the requlr..."tt of Section 2140 of the Inhlirltl'lnC. end Estat. ffl. Act, Act ZZ of 1991.
Section ZIU J.
PAnEHTz DIIt8Ch tfMI top portlon af thh Notlc. 8M lubIIlt with your PI,..,.t to the Reglltl,. of Will. printed on the
rlv."" llde.
n .... check or MMV aNh,. PIYllbI. tal REGISTER OF WILLS, AC;EHT.
'11 PIY'Mf1tl rKllvlld -"1111 flr.t be eppl1..t to eny Inlernt which ..., be dlMi, with any r_Ind.,. ~l1ed to the tax.
REF1.ICD (CAli' nhrd of . t.. credit, which .... not requested on tM to nrurn, ..., be requested by cCMlPlaUng 8r'I "Application
for R.fund of P~''Ilv.,l. Inhlirlt~. and E,tat. r.... (REV-ISIS). application. .r. avallabl. at the OfficIo'
the Reall'.r of Willi, any of the 21 Revenue DI,trlct Offlc.. or by calling the ,pecla. Z4"hour an'~rlna ..rvlc.
~,.. for 'or.. orderlngl In P~.ylvanl. l-aOa-36l-Z0SD, out,lde Penn,ylvBnl. and within loeel
"-rrltburg ar.. (117) 7.7-8094, fDD' (717) 17Z-ZtsZ (Hearing 1~.lr.d Only).
OIJECTlONSI Any p.rty In Int.r..t not ..thfl.d with the flPPr.h..."t, allowanc. or dbaUowanu 0' deduction. or ........"t
of tax (Including dl.count or Int.r..t' .. shown on thl. Notlc. ..y object within sl.ty (60) days of rec.lpt 0'
thb Notlc. byI
"written prot.st to the PA Depart.."t 0' A.v......,., Board of App..h. Dept. 2810l1, Uarrbburg. PA l1U8-10Z1, OR
".l.ctlng to have the ..tt.r d.t.,.ln.d at the audit of the account of the p.rsonal r.pr.s."t.tlv.. OR
"~al to the Orphans. Court
ADttIN-
ISTlIATlVE
CORRECTIONS I
Factual .rro,.s dlacovlred on this ........"t mould btI addr....d In writing tOI PA Dep.rt-.nt of A.venue.
Buraau of Individual T..... ATTNI Po.t A......."t A.vl... unit, DEPT. Z8a601, Harrisburg, PA l11Z8-0601
Phone (117) 187-6505. See P808 5 0' the bookl.t -In.tructlon. for I~rltenc. Ta. A.turn 'or a A..ldent
Decedent- (REV-IS01) for Bft .xplanatlon 0' edelnl.tratlv.ly correctabl. .rror..
DISCOIMTI
If Bfty t.. due I' P.ld within thr.. (]) cal....r IIOtlths aI..,. the decedllnt'. de.th, a 'Ive percent (5%)
dltCOU1t of tM tax paid I, allowed.
PENAL TV J
n. 15% to ......ty non-p.rtlclpatlon pen.ltY Is COllpUt.d on the tot.l of the; t.1C and Int.n.t .....ted. end not
paid before ....ry 18. 1996, the first day aft.r the end 0' the te. ...,..ty period, This non-p.rtlclp.tlon
pw.alty It lIppe.labl. In the .... ......r end In tM the ._ tI.. period .. you would 1Ippe.1 t.... tlUC end Int.r..t
that hili been .......d .. IncUcat.d on this notlc..
INTEREST I
Internt I, charged bealmlng with first day of cS.lIrMIUMCY. or nine (9) ItOl"Ith. end one (1) dliy
'roe the ..t. 0' duth. to the date 0' paYMf'lt. Tun which bec_ delinquent Mfor. January 1, 19az
bMr Intar..t at the rata of 11. C6:() percent per ....... calculated .t . dalh r.ta of .000164.
All talCa. which ~ delinquent on or .'tar January 1. 198Z will bMr Intar..t at a r.t. which will vary froe
calender y..r tD cal"r yNr with that rat. WI1OU'\CecI by the PA Depart.."t 0' Aavanue. TM flPPl1cabl.
Int.r..t rat.. fDr 1981 through 1997 ar.1
.... Int.r..t Aat. Oally Int.r.st factor .... Inttr..t R.ta Oalty Int.r..t factor
1981 'OX .0ao~1 1987 .. .000247
191J I" .0auSl 1931-1991 IU .000101
I'" IU .0aDSOl 199. .. .000147
1915 In .000556 1995-1994 n .00019Z
1.66 10' .000174 1995-1"7 .. .000147
~~Int.r..t I. calculat.d a. .01low'l
IHTERElIT = BALANCE OF TAX IIllPAID X NUKBER OF DAYS DELINQUENT X DAILY IHTERElIT FACTOR
~-Any Notlca I..ued .'t.,. the t.. baco.e. delinquent will r.'lect an Int.r..t calcul.tlon to flft.." (IS) days
beyond the ..ta of the .........,t. If pav-'lt Is MCM a'tar the Int.r..t cu.putetlon ct.t. shown on the
Notlc., additional Int.rnt MIlt be calculated.
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NOTICE :
PAvtENTl
To fulfill the ,......,...."t. 0' section 21,.0 0' thli JnherltllnC. and E,t.t. TaM Act, Act ZZ ,of 1991. m P.S.
Section ZlU). 'F. . U1
W
the Ragl.t.t of Will. prlnt~ on ~
ro'" 1...)
Detech the top portion of
r.....r.. .Ide.
__ .... cheCk or MlMV arM" papbl. tal REGISTER OF WILLS, A;EHT.
All pay..-.tI received atMlll ,Int be applied to any Intar..t which ..., be duti,
this HoUctI and sut.1t with your paYMf\t to
wi th any r_lnder eppllMt to tM tax.
RU\ICD (CA) I
A r.,\RI 0' . tax credit, which "'.. not requested on the tlUt r.turn, ..y be requnted by capl.Ung an "'Application
far R.fund of P.nnlylvanla Inherlt~. and E.tet, Tax" (REV-Ill]). application. .r. av.IIBbI. at the O.,lcI of
the Real.tar of Will., any of the ZS R.v~ DistrIct Dfflc.. or by callIng the ,peclal Z4-hour an,werlng ..rvlce
~r. for 'ar.. orderlngl In Penn,ylvanla l-aOa-36Z-ZUsa, out,lda Pennsylvania and within local
~rrlsburl at.. (717) 787-ID94, TOOl (111) 112-215l t~rlnQ I~alr.d Only).
OBJECTIONSl Any party In Intara.t not ..tl.fled with t~ appral.a.ent, allowance or dl.allowanc. of deduCtion. or a......ent
of tax (Including dl.count or Int.ra.t) a. .hown on thl. Hotlce ..y ObJlCt within .Ixty (60) day. of rlCelpt of
thl. Notice bYI
--written prot..t to t~ PA O.partaant of Ravanu8, Board of Appeal., Dept. 2110l1, Harrisburg, PA 171l1-10ll, OR
--.lactlng to have the .att.r det.r.lned at the audit of the account of the per.onal repr..entatlva, OR
--eppaal to tha Orphan.' Court
ADMIN'"
ISTRATlVE
CORRECTlONS1
FKtu81 .rror. dlscovared on this .....usnt should be addr...ed In writing tOl PI o.part.."t of Ravanua,
Buraau of Individual Taxa., AllNI Po.t A......-nt Review unit, DEPT. 2106Dl, H.rrllburg, PI 111ll-D601
Phone (117) 11'-6505, S.. page 5 of th8 booklat Rln.tructlon. for Inheritance Ta. Raturn for a Ra.ldant
DecadantR tREY-1501) for en .xplan.tlon of ~Inl.tratlvaly corrlCtable arror..
OISC0l..lfT1
If any tax due 11 paid within thr.. U) C8lander ~th, .ft.r t~ decedent', daath, . five parcent t5%)
dlscOWlt of the tax paid II allowed.
PENALTY I
The 15% tax .....ty non-participation penalty Is capytad on the tot.l of the tax and Int.rnt .......d, and not
paid before January 18, 1996, the flr.t day .ft.r the and of the tax .-na.ty period. Thl. non-p.rtlclpatlon
paN 1 ty I. IIppMlabla In the __ ......r and In the the .... tI.. period .. you would appul the tax and Intar..t
tn.t h.. bean .....nd .. IndlC8tad on this notlc..
INTEREST I
Interast Is charged baglmlng with flr.t day of delinquency, or nine t9) .onth. and one (1) day
frM the data of death, to thI dIIt. of p.~t, T.... which bee... delinquent bafor. J..-ry 1, 1981
bear Intar..t .t the rat. of .1. (6%) percent per ~ C8lcul.t.d at a dally reta of .000164.
All t.... which ~ delinquent on or .ft.r January 1, 1911 will bear Inter..t at a rat. which will v.ry froe
C111....r y..r to calendar yur with that rate arnounced by the PI DePart...,t of R.venue, The appliCable
Intara.t rat.. for 1911 through 1991 arat
V..r Int.r..t Rat. DailY tntara.t Feetor Vaar Intere.t Rat. Dally Intsrnt factor
19l1 Z'X ,000548 1981 'X .00;l41
1963 lOX .0001.38 1981-1991 \IX ,000101
I'" \IX .000101 I"Z 'X .00n41
1985 In .00GSS6 1991"199tt 7X .000192
\986 I'X ,00027" 1995-1997 .X .000lft7
..tntera.t I. C11lculatad .. followlI
INTEREST = BALANCE OF TAX UIlPAID X HUftBER OF DAYS DELINQUENT X DAILY IHTtJlEST FACTOR
"'-Any Notice I..ued aft.r the ta. bacOM' d.lInquent will raflect an tntar..t calculatlon to ,1ft.." US) dayI
beyond the date of the ........,t. If paYM"lt I. Ilade .ftar t~ Int.r..t co.-ut.Uon data &heMIn on the
Notlc., additional tntlr..t .u.t be calcul.ted,
PIIll'O'E Of'
NOTlCEI
PA'ntENT I
REFUND (CR) I
\
Ta fulfill the requlr..entl af SectIon ll~D of ~ Inherlt~. ~ E,tat. T.. Act, Act ZZ af 1991. (72 P.S.
Section 2141).
Detech the top portion of thl. Notice end subllt with your PI)'Hnt to the Alalll." of WillI printed on tt-
rlVlr.. .leM.
..._ .... check 0,. MlMY order payetll. tal REelSTER OF WILLS, Acnn.
All PIYM"tI nCllved IIMll first be epplled to WlY Inter..t lifhlch ..y be due, ..lth .,y r_Indlr IIPPlhtd to the tax.
. nknl of . tax credit, which .... not reql.M,tect on the tax return, ..v be r.qutlltlld by capl,Una WI "Application
for R,fund of Pennlvlvenla l~rlt8nC. end E,t.t. tax- (REV-Ill]). applicatIon. ara Ivallabl. at the O,flcl of
the AIII.te,. of Willi, .,y of the Z3 A.v~ Dlttrlct O"lc.' or by callIng the apec18. Z.-hour answering ..rvlce
~r' 'or far.' orderlna1 In Pennsylvenl. t-aOO-]6Z-ZaSa, out.let. Pennsylvanl. end within locI I
"-rrlsburl .r.. (717) "7"'1094, TOOl (117) 71Z-ZZSZ (Helrlng 1~.lred Only).
OBJECTIONS. Any party In l"hr..t not ..t1lflMl with ttM appr........t' .1l0000a or dl..llonnca of deduCtion. or ..H......t
of tax (lnclucU,. dhcount or Inhr..U a. ahoWl on th1l Notlc. .., object within ".b (60) MU of rec.lpt of
thl. Matlce bJl
--written prata.t to the p, o.p.rt.ent of A.venue, Ioard of Appe.l., Dept. 211021, Harrisburg, p, 11121-1021, OR
--alectlng to t.va U. ..tt.r det.r.lned at the lIucUt of the ItCCCUlt of the perlONlI rllPralenhtlva, OR
--8PPMI to the Orphen.. Court
AllttIN-
ISmTIYE
CORRECTIONSI
01 SCOUrfT I
PEKAl TV I
INnRESTI
hetuel .rror. dhcov.red on thl. ...........t should be IIddr...MI In wrltl,. tal P' DeplrtMnt of A.v..-.u.,
Bureau of Individual T...., ATTNI POlt AII'I~t A.vl.. unit, DEPT. 210601, Harrisburg, PA 17121-0601
Phone (717) 717-6S0S. See peve S of ttM booklat Wlnltructlon. for Inherltanca Ta. Aaturn far a A.lldent
Decedent- (REV-1S01) for In ewpl~tlon of ad.lnl.tratlv.l' correctable error..
If In, tax due 11 paid within thr.. (5) callndar IlOnth. aft.r the decadent'l death, . flv. percent (5%)
dhccutt of the tax paid h .Ilowed.
The 15X tax __.b non-p.rtlclpatlon ~lb II c~tMl on the tot.l of the tax ..t Int.r..t .""Iad, Iftt not
p.ld befora Januar, 11, 1996, the flr.t MY aftar the and of the tax ..-,sIb period. Thll non-p.rtlclpatlon
panel b II .....labl. In the .... .......r and In the the I'" tI.. par loeS e. you would appa.l the tax and Int.r..t
that he. bHn ...a..ad .. IncUcatad on \hit notlca.
Int.r..t II charged baglmlna with flnt MY of dtIllnquancy, or nlM e') IlOnth. and one (I) dey
frOll the dIIte of de.th, to the data of p.pant. Tan. ~Ich bK... dtIllnquM\t before ......r' 1, 1912
bear Intara.t at the rata of .1. (6X) parcent per ~ c.lcul.tad at a d.lly rata of .000164.
All tax.. ....Ich ~ del1nql.*'lt on or .ftar January 1, 1912 will baar Int.r..t at .. rata ~Ich will VIIry
ca ander ,aIr to CII!lnder ,ur with that reta Br'nQU1Cad b, the PA Depart...,t of A.v......... The applicable
Int.ra.t rata. for 1'12 through 1997 ar..
"..
V.ar Int.r..t Rate OIIlh Int.r..t Fector V.ar Inhr..t Aate Oalh Int.r..t Factor
1912 20% .00054. 1917 'X .000247
1915 162 .oousa 1914-1991 lIX .000501
19" lIX .000501 1992 .X .0002"7
1915 132 .000156 199]-1990\ n .000192
1916 lOX .000l74 1995-1997 OX .000247
--Int.ra.t I. CIIlculatad a. faIlCN"
INTEREST a BALANCE OF TAX UNPAID X HUKBER OF DAYS DELIHQUEHT X DAILY INTEREST FACTOR
--An, Motlca IlIuad aftar the t.. bac~' delinquent will reflect WI Int.rut calculation to fIft"" US) day.
beyond the data of the ..........t. If papant h IIade aft.r the Int.r..t CMPUt.tlon data ahoWl on the
Notice, additional Int.r..t .....t be c.lculated.