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Home My WebLink About97-00104 tOHHOHWUUlt or flfHHSVI.~AHIA DfPA'UHfHT Of Mf.VEHUE IUMliAU I)f' JNDIVIUUAl T AIITS O(P'. 280'0\ HARIUSBURQ, 'IA 11118~O'Ol *' / './ " \ , I" '/ INFORMATION NOTICE AND lAXPAYER RESPONSE FILE ACN DAn NO. 21 /; !' 'I 96158387 12-12-96 tn,!I4I u m (1-"1 EST. or GLADYS M HOFFMAN S,S, NO, 172-01-5132 DATE or DEATH 02-01-94 COUNTY CUMBERLAND TYPE OF ACCOUNT o SA~INGS [iJ CHECKING o TRUST [J CERm, DENNIS J HOFFMAN 304 W MAPLE AVE SHIREMANSTOWN PA 17011 REHIT PAYHENT AND FDRHS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PHC BANK hu provided th. Depart..nt with the InforMation 1 htud btllow which 1181 bllOn lllOd In cedculllltlna tho potential till< due, Their recordA IndIoate that at thl dlath of thl abov8 dloldont, ~ou wer.. .!l Jotnt o~".r/b.FWlflclflry of thh account, If )/I)U f..l thh InforotlNI 11 incorrect, pha" obtain wrlttlNl carr.oUon froM the Hneneial Inltltutiun. athch III copy to th1l for. end return It to the IIbtlVI I'Iddrut. Th!1I MCOoot I. tl'lxahl. In etccorcl~r,M with the Tnh""f'ltillt1Ce T81< laws of the to"ol'IWealth of PennsYlvania, QUtHlt1on. .ay be answered by cllIllJng (111) 181-8U7, COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYME'IT INSTRUCTIONS Account No. 5140365952 Dot. 12- 07-84 E.t.bl!sh.d Aocount Bolonc8 24,039.73 Poro""t Toxoblo X 16 .66'; Anount Subjlllct to T.x 4100 6 ~ 70 Tox Rote X ,15 PotonHol Tox Duo 601 . 01 PARI TAXPAYER RESPONSE IIIli~AXl.ll~.'t~~~~~~~',"~~~:.:~M~~",,~"~H.~~.~~~~~~!,t~~lt~~~$~"$fft~MD~:T"t.~TX~..l A. 0 T~ above Jnforutlon ~nd tall dua Is correct. 1. You lIIay choose to r..it tllly.ont tu thtl Raght"r of WUh with two (loplu of this notice to obtain B discount or avoid Interast, or you May check bo)( "A" Knd return thl, notice to the R~glst.r of Wllh nod an offlclol assalUl..nt will bu luuad by the Fl" DapartM.nt of R8vanua. To Insure prop.r credit tl) your !lecount. two (2) coplas of thlw notice Must Rccompany your paYMent to the R.~J.tor of Wills. Hake check paytlbh tOI "RlIllhter of Wills, ASient", HOTEl If ta)( payunh are .ade within three eS) 1Il0f\thl of the dfltedent's dl'ltll of d.nth, you May deduct n 5% discount of the tax due. Any Inh"ritancn tox dUG will b.co.~ d.1Jnquent nIno (9) lIIonths efter the data of death. [CHECK J ONE BLOCK ONLY - 8, [-I The flboVIl asset has been or ~1l1 bl)' reported "nd t8ll paid with the Pennsylvanl8 I"her!t8OCII TIll< rSlturn .- to be flleli by the decedent's repr,uent!ltlve. rART ~ iAiI: lINf. c, ~ The abov" Infor....t1oll Is Ini:Clrrect I.\nd/or dAbts I.\nd dedu()t1ol1l wlIra pl.\id by you. (l You MUlt cOllplete PART 0 end/or PART [D below, n().-n If yO" Indle.to 0 dlffor~nt tox rato;,.;);ro cta.to-'o"r ~ .:.. . . i~CIA~" T ~~'~~ 0 MF! rolationohlp to docedont, ;: - ------- ..,::.: PA' ~~PARTMJ;ftT IF:~EiVEIclU&'.: ,:i:iii ~~:~~~; E:t:b~f:~~~:;'iIOn at: 'i~)( /a~_J~~"}~;~U51 ;'~CGuifj~ h\l'~;:,' "~. '\:(~'. . ........ .... - .j... ;,:,";' W ,.,... ,;).. 2. Aoeo"nt Boloneo 2 1)....'t..t.J2..J:L.ZL . . . Ii! . "i~ II .':: I~ ...~ 3. Poreont Toxoblo 3 X ill!,c;~t'77" . '.~ \,',," ~. .j.,ll:::' :: ~::~:~:::~e::o~:x: -1i~~; ~k:I::: ~iJ,j~ .:: ~~',;: 7, Tllx Rata 7 X ,06 '::::;;:: /.,.1:: "!";';" ,." 8. Tox auo 0 /17. 'Ii:.i:,'Q DEBTS AND DEDUCTIONS CLAIMED ",: :/:::;,:,::::-::::;-,:,;::,;-:.;:-:" ,~' :':::1! PART @] DATE PAID ~4o/ PAYEE DESCRIPTION ~",,'<, O:;;'''~ 'P"'<~ ~u.:Vfl~"'e"{;'T TOTAL (Enter on ll~ 5 of Tax C~tatlon) AMOUNT PAID ~'t'9'" . perjury, I declare th.t the facta I .y knowledge ~ belief, have reported abov. .rR true, correct and HOME (') L) ) J?> I - ?fL.J!..''L-__ __ WORK () 7;' -~ TErE15mlNE NUMBER }b{1'i ' (" GENERAL INFORMATION 1, FAILURE TO RES~OHD Wilt RE9Ul.T IN AN OFFICIAL TA~ A9SESSttElff with ...lto"lo tnloru' ....... on tn/or..tlon lutIIIlUM bY thtl flnllnCllat In.tl'utlon, I. Intwdt-.aa hI( beoOM' rt.llnquwlt ,It,.. lIOtl\h. .ft,,. the drKI.wnt', d.t, of ..th. I, A JuJnt NON'"t II tIM"I, I..,en thDugh the dHldent', n... If" 8dded It . .,tt.." af oonvlnIMlCI, 4. AClCl~t. (Including tho.. holl1l..tw.u.n htllbMd lit'" wlffll which 1M dHadent put In joint nMlfj, within OM yn,. prior to d..th "'. fulh '.ucnbla .1 I,.",.,... Ii. AClOounh .,tlbll.. Jolnth tMltWMf'l hulbWld Md wlf, Hr. thM OM v.., pdor to duth .r. ~t t.xMill. 6. "OCl~lh hIIld by II detlMHln' "In tn.l.t for" .notn.,. or athlr. It. lulbl. fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BlOCIC A ~ If ttt. 1"'('I,..tlon and olMP\.tatlon In thl notlCI .r. correat and cMduCltton. Ir. not baing OlIIHd, plDClI ., "left In blook "'" of p.rt 1 of ttt. "h.-pIIY" R..pon.... lfeotlor.. Ilgn two Clop I,. Md ,ubIllt thM with your check for tht uount of hI! to the R.,htar of W11I, of tha ClOtM1ty !ncHelted. The PA D.plrtlHMlt of RII,/&nU. will lutHl ., offlelDI ......not (for. RE:Y.Uttl no upon reollpt of th4t raturn fro. thl! Rloht.r of Will.. Z. BLOCk B . If the lI..at 'PIillft~ on thll notlcl h.. bll.n or will tJI r~port.d and ta)( paid with tha P.nn,yll,/I,da Inherltanc. fI)( R.turn filed by tM deClldent', r.prl,.ntatlv., plllc. an "X'" In blook "a" of Plrt I of the "Ta)(pay.r H..pon.... I.etlon. stgn one COPy Iiftd r.turn to thl PA nlpart-.nt of R.vllnu., Bur..u of Individual Tax.., (J.pt .280601, tlarrllburll, PA 171211'0601 In the Inv.loptl PI'ol,/hlN1. 1. BLOCK C - Ii '.htl M~lcN 11lf(H..~'lolt h Jlliiurrillct "nfl/f)r (.~tIM' are b.lng cla.\lIId, eheck bloak "C" and cOIIplatl Part. 2 and 1 'l'::~"1!"t' ~o ~... '.....trl'~tl!l"!!t n.I(\.. co,';,, "'01" ,...~.l.,. '!Inti .."hilt': tn- wUh 'lour r.hack fa" thf ",.aunt nf tax oevebJ. t"l tM Q',,(Olqttllr of WUh of the county Indlceted. Tha PA D~art.flnt of Rlvenue will II.LHI an offloh.l ......".nt (For. REV-IS48 EX) upon r.c.Ipt of the raturll fr~ the Rethtar of W11It. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Entlr thl d.t. thl! account ortglnally w.. ..tabll.hld or tltlad Inth. .annlr axl.tlno at oat. of d.ath. HOTEl For. dHI.;.nt dying .ftar IUll/tl21 Account. which the daG.d.nt put In joint n.... within onl (1) yaar of d.ath IIr. taxabl. fully a. trtln.f.r.. Howev.r, there h an .xolullon not to .xc..d t3,000 p.,' tran.hr.. reaardle.. of the vallMl of thl account or the ",,__r of acmount. held. If I double lutarllk (w..) applare baforlll your lI"t na.. In the addr... portion of thll notlcl, thlt U,OOO exclulloo alrlady he. b..n cllduc:ted froa the account balallce II reporhd by thl IInan<lI.1 In.tltutlon. 2. Entar thtl totll balance of the eccol.!nt Imlludlno Int.rnt IKlcrued to the dati of d..th. 1. The parcllf'tt of the account thet h tlxable for oach lurvlvor 11 d.tnalned .. follow.: A. The ptrc.nt taxabla for joJnt ....t. ..tablteh.d .or. than ona year prior to the deeedant'. deathl 1 DIVIDED BV TOTAL ......BER OF JOIKT OWNERS E)(allphl A joint ....t ra"ht.red DIVIDED BV TOTAl. HUHBER Of X 100 . PERCEN1' TAXABLE SURYIVING JOIKT O~RS In the n... of the ~e.dent and two oth.r p.r.on.. 1 DIVI'llED BV 3 (JOINT OWNl::RS) DIYIDED BY 2 (SURVIVORS) It .167 )( 100 . 16.];( (TAKABLE f-'OR EACH SURVIVOR) B, Th. parclnt ta)(abl. for a..at. crlated withIn on. year of tha deced.nt'. d.lth or account. owned by the decedent but held In trlllllt for Mother IndlvletuaH.) (tru.t ben.flolarIn)1 1 DIVIDED BV TOTAL HUHBER CJF SURYIVIHG JOINT OWNERS OR TRUST BENEFICIARIES K 100 . PERCENT TAKABLE ExallPl.: Joint account rayht.red III the n..e of thl d.e.dlnt IIlld two other plrton. and ntabllsh.a: within one year of d..th by the d.cedttnt, 1 DTVIDf.n 8'. ? {!:IJr,'''~.\'(}RS) .. .SO X 100 ,-, CiO;': (TAXABLE FOR EACH SURYIYOR) ",. The IHtOUnt subject to tlM (U". 4) II d.ter.lnld t-oy Ilql~tr'vlng the account balance (Un. Z) by thl! percent taxabl' (lIne 1l. 5. Entlr the totAl of the debt. and dllductlo,lI lhted 1ft Purt 1. 6. Th4I .-aunt t.XMU. (I.lM 6J 11 detar_ln.d by lub1;rllctlng ttl. debh ana dfldUctlon. lUne !>>) trOll U,. Haunt .ubjlCt to ta)( (ltne ItJ. 7. Entar thl approprlat. tax rata (lln. 7) a. det.rainod below. A. For rt.t.. of d.llth occurring flfter 6/10/94, the t!lle: rat". for trlN'1.f." to lPOU". ar. II' fDlIowll 1. Datu of death on or after 7/1/94 and bafore 111/95 the rnta 11 3iL Z. n.t., of death on or aftar 1/1/95 tran.,.r. to spou... will be taxed at 0;( tax rah. Hot.: ror dat.. of deflth prior to 7/1/94 tranlh,. to IpOU... ar.. taMable at 61:. B. Tranlfer. to I1n..l delCandantll InCIUdillG fathel., IItIthar-, lon, daughtal', grftndclhllclren, 'on~ln~law, Mughtar'-ln-lllW, .tepchUd and th.ir hsue are tllxflbI. at .Ix percMt U:O. C. Tran,fl" to all othll" Inc.udlnll broth.r, lishr, uncll, aunt, ",ephew and ntlHla ara taxable at flftHn plrcent <15;(>' D. If YOU chllfl8l thl tax rat., phi". .peClih your rehtlollthlp to the dec:.ant In thl ar.. provided. II. Th4.I IIIIOUnt of tax duo (lInl 8) h dlt.r.IMd by .ultlplylno thl MOUnt taxable (11"* 6) by thl tax ratl (11M 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowebla cMbt. end dlIctuotlOfIl ara deteralned lIS follow'l A. You IltPlh ar. rupon.ibll fnr pay..,t, or the uh"t. rubjaot to adIIlnhtraUon by It personel rlPrllenhtll,/. 11 InJufflchlnt to pay tn. deductlbh it_I. B. VrIU actunlly p.id thl IMbh Ift.r dalllth of the decedent and 0110 furnl," prC)Of of PQY'Hf\t. C. Debt, being cl.JMd .-uat be tt..hlld hJlly in Part 1. If addlt10nel .pac. II 1'llMded, u.a plalll p...-r 8 112" x 11". Proof of paYllll'it aay b. r~lt.d by the PA D"f)lIrt-.nt nf Ral,/enua, '\::i::l}}, / ...... '..., . '. ...... ......1AXPAVt:lf ASSISTAfl(:e,../<<i'.""" '. ..1FYOU NEED FURTHERINFOFlHATlONORASSISTANCEr CONTACT ANY ...... )REGnTER ,OF WILLS, PAI>EPARTMENT '. OF REVENUE DISTRICT. OFFICIt . ,'.. '01'1 CAtlTHE BUREAU .OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN .............. .HARRISBURa. AT. <717>. 787-8327," 'fIlDI (117) 772-2ZSZ IHEARINO IHPAIRElJ ONLY) ._'- .-..... . '-"'.-' ."'"...".',,":','..'::':':'<-,-; :.,,:,:.:".:::,;, :'::. ::' :,'. ~'>:':':,:.,':':': '......-..........._'.-., .,..",:,..:.,.:::.,.:.'.;:..:: "'''.:'':::-:':':::i::::::i:i:::::::::::>;'; C~AlTH Of PEHNSYlVAHIA DEPAATMF.HT OF RfVf.MA: 1UAE.u OF INDIVIDUAL rAM[S I'I(PT. ll0601 UAMRlSlUfffi, PA 1111l-01l01 *' I.(~I ('. '.J u ; INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ." ACN 96158386 DAn 12-12-96 .-~. KV.1141 P L1' I1.M' EST, OF GLADYS M HOFFMAN S,S. NO. 172-01-5132 DATE Cl' DEATH 02"01-94 COUNTY CUMBERLAND TYPE OF ACCOUNT [J tAVINGS [J CHECKING LJ TRUST lil CERTIF , DENNIS J HOFFMAN 304 W MAPLE AVE SIH REMANSTOWN PA 17011 REKIT PAYHENT AND FORKS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK h.. provided tN> Depart.."t with the Infllr.atlon lilted b.I(J~ which h.. be", ul.d In onlcu..tlng the pot6ntlal te~ due. Their r.cordl Indla.t~ th.t at thl o.ath Qf the abov. decedent, ~ou w.re a joint owner/~.flolarY of thll &Coount. If y~ f..1 thll InforNtlon h IncorrlKlt, pl.... obtain ..rltten oorr.cUun froll the finantl1ll1 Institution, aUaoh II copy to thlll fora and r.turn It to the lIbov. "ddr.... This IlICCl1unt 11 tal(abl. In aocordant:le with the lnh.rltanc. rlll~ law. of the Co-.onwealth \If PennlylvMh. QUUtlOlll ..y be anlwered by 01l1llng (717) 187-83V, Data EatOlblleMd REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS 08-'03-91 To In.ura proper cradlt to yo~,r account, two (2) ceplel of thil nottce .ust accoapany your pay.."t to the Raahhr of Wl1l1. Make chack pa~l!lbla tal "Reghtar of WIlli, Agent". COMPLETE PART 1 BELOW . Aocount No, 21001030098 . . SEE Account Bolonco 11,030,71 Po,'oont To.oblo X 16 . 667 Aoount Subjoot to Ta. 1,838,49 Tex Roi. )( .15 Potontlol To. Duo 275,77 -- PART TAXPAYER RESPONSE IT] r....AXLl.IIIl! ~t() "I!S,,!HDl(~U.' I\UUlil' XII AN OFfllCXALTAX AS$I!$$~'IA$l!ltClflT>>la IlOT~CI! I NOTE I If tax pa'iHntl "ra aade wlthl" thrill. (3) ~nttll of the dec~."t'l dete of death, YOU .a~ d~~t a 5% dllcount of the tal( dua. Any Inheritance talol due will bano"e delinquent ntn. (9) aonths after the date of daath. [CHECK ] ONE BLOCK ONLY A. 0 The l'thew. Infor.aUon ann tex due h correot. 1. You .ay choola to ra.lt p.Ilyaant to the Ragllhr of Willi wIth two capilli of thll noUce to obtl'lln III dl.~ount or .Ilvold Interut, or YOU lIIay check bOK "A" and raturn thh not loa to tha Regllter of Willi and an affJeJel l'lIllUI.ent will he luultd by the PA Depart.ent of Rllv.nue. PANT l!] TAil: LINE ft. [] Tha above e..at hal b~an or will ba raported and tal( paid with the P~lylv.!lnI8 Inheritance Ta~ return te be fllad by th. deced.nt'. rapra.entative. C. ~Th. above Infer..tlon II Incorrect end/or debtl end d.du~tlo~1 wa'a paid by you. fivou ItUlt cOIIf=lleh PART 0 and/or PART [I"J balo",. $?Q. II J) If you lndlooto a dlffor..nt to. r.~b~'o .toto your ~~ffil~SE o~i~O AAF il,,;:~:t1.on~:~~.~~:~::~;n~~ -;~;: wi;~C~;~;";;U:;; -;'CCCUi;T:> I~~~~ II~P~TME~ OF A~~~~E ~: ~:::u~:t::~~::d ~_-1J.~; .t;:7/i'ii1il '~:;"IQ ,. ,',' 3, Parc."t Taxable 3~_---/...Ik~ . L' C17 ;:':i:~:::: ::!: :e;:~' ;:':r'" "'(1 ~:1. ;',: :: ~~:~~~;::~:. :7"-' ~f~~:,<t r1"Th'.4C; ,i~:1:!~~i! .....~..~ 7. Ta)( R.ta ~ ~ . ~ti'l ~_IRr.W, a, To. au. a /10-",1 II DEBTS AND DEDUCTIONS CLAIMED -. PART ~ DATE PAID ~ PAYEE DESCRIPTION AMOUNT PAID 1 ~ . --~- --- ~ TOTAL IEnt.r on Lln- S of T.x Co~t.tlon) ~lt ~f .' rjury, I doclor. thot tho foc:h I ho.o roportlHl obe.o or.. trUll, corroct ..... to a. y knowllHllJO ..... bellof. HOML_t;2t_) ) ) 3 )- z. y li3 f .:? ( ",' f _-.--- WORK () h. h TELEPfIOfl'E NUMBER ;bA"tE -, GENERAL INFORMATION 1. fAIlUftE TO RESPOND WIll JtESUI.T IN AN OFtICIAl TAX ASSF.SSHENT with ~ltcliitlllll Int.f.,t 11l".4Mt O/'l I"forllllllthm tllMlttld by tM. f1llW1Olal In.t1tutllM1. l. ImmrltftnCll ta.. ~. "'11~,t nine !MOth. .fhH' ttM riM.u.nt'. data of fHlMth. S. A joint account I, 'ul<tMll. .y~ theM"" \hIllt.olMitint'. n... w.. ttdd.u "' ft Ilultt.r "' unf1y.,-,llWltl" 4. A~QOUflt. llooludJnQ tho,. h.lu ,..tw"", hullbWld and ulf,,) which "HI d'Klnent I,ut In joint ".... wlthlrl ooe y..r Jlrlor to dNth .r. hilly ta.lIIbl, III lr,....,.r.r.. 5. Aocounh utablllhed jointlY tMt...." husbend nnd wlf. IKIr. than 001I Ylllt prior to d.,th IIf. oat hWN:lllll, 6. AOOCM.Wlh Mid by tl deleedent "In trult 'or" WlCIthef' (If athuI .r. t1ulahl, fully, REPORTING INSTRUCTIONS PART I - TAXPAVER RESPONSE 1. ftlOCI( A .. If Hm Infor..tlon and (J!JIIIPYtatloo In thfl tKltlC. a(. corrlllt lVIl;! cl,dul;lthlOl IIf. flUt "alntl olal_, plloCll "" "II" In block ft... af PllIrt 1 of thl "ra'ICplyer M..pon.... 14tOtlon. Sign two CilplClI Mld Rubelt tI~. 'oIlt~ YIKlI' aMok for t~ ~t of taM to tn. Rqhtar (If WIll. of the count)' Indha,t.d, Th_ PA Oepllrtunt of Rev~.1 will I..\HI In official IlUlIUunt (for. Rf,'VLlli4fl E)O ~oo rll(;lllpt of t.,. return frOll the R.ght.r (If Wtlh. 2. BlOC)( B - If the IIUllt ,p.(:lfl~ on '_hh notlo. hll' paIn or will hi rllp-ort.d and tOK paid with thl P~..nIlYlvanlll lnherlhnol TaM Return flllKl by Uti dloedent', rQpruentmtlvlI, "lace 1m ")(" In blor.k. Hp''' (If Pllrt I of ttw "fIIMJllly.r ".'ponl,II" ncUon. Sign onll copy !tOt! rtturn to thl flA O$fll'rt.."t of Rell9nUfJ, p'llruu of IndivIdual lI'lMu, 0.,,\ 280601, lIarrhburg, PA 17128"1)601 In th. ~nvelopl prollla.u. 5. I!IlOCI( C - If the notle. (lIfor."tion II Inc:orrllClt IIIfld/or d~~tlonl Br. bllng (:lllll..d, ChflCk block "C" IW'Id (l~hht Partl Z end :\ "('I'orrllno tn thll \llotrlll'/ In",; tll'l....~; (',I", hm rfll'h", "wi "'.hll'lt Hu."Il loll'''' """Hlr chltck for 'h'. !llllt'HlMt ("If. hut Jl''''Able tl"l the Ihu;d.t.,. of Willi of thl county In/llellted. Tile PA Oeplwt.ent of Rove'KiIl '1111 luu6I M official 1l.....llllflt (for. REV~154& E)(} l.lPOO rKllIlpt of the rlturn fro. th~ fteAllter of Will.. TAX RETURN ~ PART 2 TAX COMPUTATION liNE 1. Enter tn. dflt. th. /locount orlgJnflJlY WOI utablIshed or tltlad In the aann.r el(htlnlil nt date 0' death. Half I for ft decedent dying ~ft.r lZ/1Z/6lt Account. which the dec.dent put In joint n~1 within on. (1) year of d.ath .r. taMable 1ully III trftn.hr... Howev'lr, there II Ml excludon not to 8M(';e,,0 13/000 p.r tranlfer.. r.;ardhll of the value of tht account or the /luMber of ltC(lounh hlld, If. doubt. n1Ihrhk (Mil) appe.r, be'or. your flrat nl!..,e In the ad.:frlJII portion of thh Mtlce, the 13,000 exclullMI 1l1rndy hall b..n deduchd fro. Uw ltccount bohnCll l'It reported by tho flnanolal lnltltutlon. 1.. Enter thl tottll b"lence of thl account lrrcludlng InterGlt &CcrUlld to th" dote n~ death. 3. Th. ~Irc~lt of th~ account that I_ tllxllbl. for allch lurvlvor II d.tor~ined at follow'l A. The p.rflent hK.cAe filr julnt llIe.h e,tablhhed Illor. than onll yaar ptlor to th. dllcadant'l dnth: 1 DIVIDED BV TOTAL NUHBER Of .10INT OWNERS EMnl$phll A joint n".t reght.red nXVIDED BV TOTAL HUHBER OF ).; 100 . PERCENT TAKAalE SURVIYING JOINT OWNERS In the nl!llKl of the deo.dent Mll1 two other perllOn'. 1 DIVIDED ftV 5 (JOINT OWNERS) DIVIDED 8V ? (SURVIVORS) .. .167 I( 100 16.'fI. nA)(ArlLE FOR EACH SURVIVOR) ~. Thll plrcttnt tlKlIbl1 for a"lt, Cl'eated wlthtn one year of the der./ldollt'!I death ar ftCcountl owned by the dloedlnt but held In trult for NlOthlr Illdlvldul'U.) (trult beneflch'lrlu)I 1 DIVIDED BV TOTAL Nl.lHftER Of SURVIVING JOI~T OWNERS OR TRUST BENEfICIARIES X JOO . PERCENT TAlCArlU: EMaI91el Joint nocount re~i.t.rod I~ the nB.I of the dllo.dant and two other p.rlon. IInd .It~all.h.d within on. YI~r of d..th by the dlc.d."t. I D1VIDED BY 2 (SURVIVORS) . ,50 )( 100 . SOY. ClAWA8lE FOR f:ACII SURVIVOR) 4. The MOUnt eubjlHlt to tlll-M (line (II h d~tllr.d\l.d by .ultlplylng the M(lount bBIBnc. Oln. Z) bv the plratlnt taMabl. Cline ll. S. Entlr the tobl of tht! dabh rmd ded~J()tlon. ll,lod 10 Pert 5. O. Irle MOUnt tlXlKIll tlJne bJ 11 aeterll:mltd by .ulnl'B<lllf\g lne dttlt' IInd o_dUcHons t lml ~J troll tflll ftIIOunt 'Ul:JJ.ot to UM l11ne itJ. 7. Entllr the npproprlab taK rete (line 7) III detel'lllnlld below, A. For dllt.. of death ocourring nfhr 6/30/94, tho tft)t; rate" for trBnl"". to IIpOU... IIrl a. fOUf,WI: 1. Det.. of d."th on or afte" 711194 and befor. 1/1195 thl rab 1m H, 2, D.t.. Ctf d..th on or aft!)r 1/l/9S tran,fer. tn SPUUUI wtll b. tft~ed nl 'c" talC rnte, Notll for date. of dl.th prior to 1/1/94 tran,fer. to spou,.. nre tftxabla ftt 6~, I!I. Tranlfer, ta tin..! dfllClitndantl In<:luding f.ther, IKIther, lon, d8Ughhr, grMdchlldrlHl, lotl'.ln-Iaw, deuahte,.-in-Illtlol, It.pchlld bnd thlltlr InG\HI ar_ toxlIbh tilt IlK percent (6~). C. Trllt1lfllrl to all oth_rt IncludJn~ brother, .lIter, unc.lll, tuJrtt, ntlf)how &I~ nl.el er. hlxabla et fUtll." perolnt (lS~l. D. If ~ou changl the teM ret., plenl' Ipeclfy your 1'_18tlon~hl~ to t~ d.oedent In the wrem prolllded. 8. The lIItOUnt of t.1( dul Oine 8) 11 d.tllralnlld by Mlltlply!ng U,. allOunt tBlUtbh (line 6) by the till< I'ate (lJn. 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowrtbh ntlbtl nnd daducltlonl lire deterelned II' follow,,: A. Vou ICQIIlh ar" relpondbl. for pllYWSnt, or the ..tah tutrject to edlrlnhtratlon by " per.OMl r~r..entetlv_ h lnluffl(lllll1t to pay the ct.duotlble It.." II. You IKltu.alllf plid thl debts lifter denth of the dllcMtwlt and CIIn ftJrnhh proof of PBY1Mt\t. C. Debt, bll!ng ohtlHd Wit ba it..1zlld fully In Pert l. If 8ddJtJooel tpa~. 11 nHMd, u.. pllln p~r a Ill" I< 11", Prouf of Pllyltllf'lt ".)' be rlK,u..tlld hy tM PA Oupllrt.llflt of R.vltnUll, "':':':\':-.':...'.: -~, ::;:':-':'i<<::::;\, '-It- . " .. ;,,;,~~~' . "., '."".' , .' ' , ',. ,AXPAVER A9sUTAN\;:~ . , ,.. ,'," ..,. '.. .'..". " .' '. ',.. , " ,l:G{:TUli:EOEf::IU~'tTr,ER"lM:~pR:RWEO:T O:F AR$EVl:UA~C:I'STC~rJ1AC:Fflbl:.' '., , ',. i .. ,. "OR CAll THE aUREAU OF IMbtVIllUAl TAXES, T AXPAVER INQUIRY UNIT 1M ' ",' HARRISBURG AT (717) 7e7~n27. , TOOl (717) 772.225~ (HEIIRING IMPAIRED ONt'l) CDf")NWULTH Of Pt:NHSVl'JAHIA DfPARTHr:HT (}f REVENUE BUREAU Of INDIVIDUAL TAMES ~PT. 210601 tlARRUU~URQ, PA 17l1:a~O"H *' I." 1:;,\ 'I INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 / / 11"( ACN '16158385 DATE 12-1~-96 tlY.ll41 (I to 17,'" - EST, OF GLADYS M HOFFMAN S.5, NO. 172-01-5132 DATE OF DEA'lll 02-01-94 COUNTY CUM8ERLAND TYPE OF ACCOUNT [) SAVINGS rJ CHEC~ING [I TRUST [xJ CERTIF. DENNIS J HOFFMAN 304 W MAPLE AVE SHIREMANSTOWN PA 17011 REMIT PAYMENT AND FORKS TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK het proll1cl~ the nepllrt.ent with the InforM.tion Ihtod below IIhlr.:h hu bun u.ed In ealcullltint ih. potentlel tex du.. Their re~~rd. Jndl~.te thet lit lhe doath of the .bov. decedent, you were a joint owner/benefJclary of thl. &Ccount. If yGU fHI thll Infor..Uon 11 lnoorr8CIt, pi.... obt.ln wrltt." corr.oUon fro. the flnanel.l Institution, IlIttach II copy to thl_ for. and rllturn It to the Ilbollll Ilddr.... lhh ltC/count I. tllll<Mtl. In acClordan;:. with th" Ioh_rltMC. ,IIX law. of the COlIIK)nw...lth of Plnnsvlvanllll. Question. .ay be an'WIlrod by ceIling (717) 781-1327. COMP~ETE PART 1 BELOW . . . SEE Aooount No, 21001030102 Date E .tabl i .hed REVERSE SIDE FOR 02-06-92 FILING AND PAYMENT INSTRUCTIONS 14,252,39 16,667 2,375.'05 .15 356.32 -- PART TAXPAYER RESPONSE m L}~A lLlIfl~"!I.<R..~,g~!llf~L"..,"l!SU""".. I"A~(I~f,~!;~~~{'rAX. 'A$8l!ll$Ml!HTIAS,11l .!ltt/THUI,.'.llOTIC'"J AccCHM"It &.lance P.,..ClKlt T.x1b18 A_lilt Sub.joot to T.x R.t. Potent!.l Tax Dye To Inl\Jr. proper r.redlt to your- OOl;ount, two {Zl cop I.. (If thl. notlc. IIlWlt flCCO.p~IIW your pay..ot to the R.~l~t.r of Will.. Hak. ch.ck peyftble tOI "Rogl.ter of Will., Agent". --- ~ ~ NOTE: If t~x pay..nts or. .ad~ within thr.. (3) 1Il0nth. of thft decedent'. date of death, you .ay deduot a S% dl.count of th. t~1< due. Any InheritancI ta~ due will bleo.e delinquent nIne (CJ) lIlonth. after th_ date of death. Tox [CHECK ] ONE BLOCK - ONLY A. 0 The above JnforntJon and tax dUI I, corr.oL 1. Vou .ay choolo to r..lt paYMent to the Rogl.tar of Willi with two copl.. of thl. notice to obtaIn I!I d_hlGouflt or t'lvuld Intern.t, or you eay check box ..,," and return thh natla_ to the Reghter of Wllh IInd an offlclol a......ant wJll bll I..uad by thll PA Depen..nt of Rall.nue. 8. 0 Th. aba.... tl...t hll. be.n at" will b. repof'ted I!lnd ta)( paid with the Ponnlvlvanla Inheritance Tall to b. filed by the decedent', repruentntlvll. C. ~Th' above Inforellltton I. Inoorreot and/or debt. and deductJon. were paid bY, 'OU. 'T'VOU lIlu.t co.plete PART 0 and/or PART [I] below. 0(") If you indicate a dlffarant tax r.te, ~ ee at.te your r.laUQn.hip to decad.nt 1 __* --- return PART ~ < ,PII PART I!I DATE PAID =--1 ~JS AND ACCliunTS PAil 1 " :2 3 4, S '.,.. ,~:. 8 DEDUCTIONS CLAIMED t ...... ;:;',:"::;::::ri "'L,"':", ,~: iT '.,.. i'~' .~ "::-:~:"::':- 'j': TA^ Ri!iUFlH - COriFUi..TI~r.. LINE 1, Oato Eetob11ohod 2. Account B.l~c. 3. Percent Taxable 4, AMOUnt Subject to Tax S, Dabt. and Deduction. 6. A.aunt Taxable 7. Tax Ratlt a. Tax Due or: iH^ 1 z 3 X uii JC;;:i1i ,j"t..i5i .,. -V <)1- I '1/ ;} 0 ' 'l'i Ii' .1..'67 J-,1, 7\."'~- 'W'.',". ,.,.';,:::'" (~. .1.. '..... :O'~ ','~~":"" , '":':~ ~' ~~~ - 1'_ 4 S 6 7-L e ~ j ~ -~, , ""'.:: - PAYEE DESCRIPTION AMOUNT PAl D =1- . .- - 1= TOTAL (Enter on linm S of Tax C~tetlon) and beli.f. fact. I hay. reported ~OYe are true, cgrrect and tiOME_!.J..!.1. L22 } - ZV~o .'1 W~~~EP~ONE N~MBER ~~~'1 -"" ;'-' -"'-4 .. "tiL', GENERAL INFORMATION 1. f'AJLU"F. TO RESPotfD "Xll RESUl T IN AN OFFICIAL TAM ASSESS"EHT wi th ..,.UOIIItJl1 Int.,-.., hlll_.cf on Intur..tion ,lAMIlttH bV tM tltlllnCll.l Inllltution. ~. lm.r.It.oc1 taM bMOMI doIllnquWlt "1M MOtta "fh, thct dectlMni'. Mil of Mllth, S, i\ .to'"' _",lnt II 'allebla IIVM though the dee,daM', n.. Will adchld.. II uttar Q' cotlvttnloool. _, ACtlOUl,ts (lnoludlne tho.. Mid behlMn t14,abend and ..tf., wnlch thtt dlcltHnt put In Joint n.... within OM v.., prior 1ft ....th .,'. flllh ,.)(..11 '1 It",'.r', Ii. AClClounh ..tMlU~ jointlY batwMn huotMlnd and wlf_ IIOr. th., C)f\t y..t prior to death IIr' not tIMlbl.. 6. AOClOY'1h hllld by . dMlMMInt "In trult 'tit" IIOOther a" alMr. .t. hlCM)l. fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE I. BLOCK" - If the In'orMtton IInd GDl!PUhUurt 'n thtt MtlClI .r. corrlKlt lItOCf dfldtJ(Jtht"' at. not Mint ol,INd, plMt en ")I" In blt)Ok "." of Part 1 of IhI "tal\pIYlr RI.pon.l" ..ction. Ill.., two copl.. end ,ubIllt thH with yuur ohMk for tht; .-aunt of hM to the RIghtar of wlllt of the anonty lncUalltlKl. TM PA Deplrt""t of RI\I~ will 1.1t.HlI "" offlclal "..II."t (for_ REV.,1548 DC) upon rK.lpt of tM r.turn frot! the Raghtl,. of Willi. 1. BlOCK a w If thll ...It ~1fhld on thh notlca hit bl., or will b. rlportad and tall PQld wl'.:h thl P~.yhll1l. Inharltanaa Till Rlturn fllld by the decledlnt', repr..~tllt1vI, pleel In ")C" In block "aH of Plrt I of thl "TIIxplYlr RI'Ponl." 'IOtion. Sign on. COPy and r..t~rn to thl,! PA DeplrtHnt tlf R.....nu., aurtl.u of Irldlvldual Tax.., lIept 280601, Illrrhburg, PA 11Ut-0601 In thl tnvllnpl provided. s. alOCK c: - Jl 'Ill.. nl,~lc,tl Infrll'IlIP1110" hi l"(lorrlot annIar d.oontlon. II" baing Clllltld, eMclk blook "COO and cqlPhtl PattI 2 and :5 M1cDrdlno to thl In.tru"lUDnI bllcH. ,"l~t'" tw'J ct)l:lltlf' "nil .ubltll, tn._ "11th your chIck for thl HOurlt of tflx Pllyltbll to the A..hhlr of ..IU. of the county indloltH. The P_ o.plrt.."t of Rlvt,nUI will luue an 6fflol11 ........"t (for. REV~154a EX) upon recllpt cf thl r.turn frOll the Peghtlr of Willi. TAX RETURN - PART 2 TAX COMPUTATION LINE 1. Enter the dati thll acoount orlginalh w.. ..tablhhld or tlUld In thl IllInnlr IxllUng at date of d'!lth. HOff I For ft ~ldInt dying Ift.r Il/12/821 Aooount. which the dOCldl"t pt,t In joint n~1 within on. (1) y.ar o~ dl.th ar. t.xabh fully a. trm.f.rl. HowIv.r, tnere It 1m .1lclullolI /lot to .xc.~ 15,000 p.r tran.flr.. regardll.. o~ thl value of the MClnunt or the numer of account. held. If . daubll .,t.rl.k (WW) tPPI.ra bofor. your flr.t na.. In the addrw.. portion of thll notlbl, the .3,000 oMclu.lon .Ir.~ hlu liMn deduct~ ~ro. the lKlcount balance 81 report.d by the flnanciel In.tltutlon. 2. Ental' the tohl balance af thl IOCOunt JnclucUna Interut fMIcrUld to thl date af dllth. 5. Th. Plre."t of the aQoaunt that It taxabl. fvr uch .urvlvor h d.ter.ined II folloltlll A. The pt'roent taXlbl1 for jolllt alllta ..tlblhhld _or. then one yo.r prior to the dlKl~nt'. d.athl 1 OlVIDEa BV TeTAl NUKlER OF JOINT OWNERS Exaapl., A joint ....t rllllt.red DIVIDED BV TOTAL HUKBER OF X 100 .. PfRCENT TAllABlE SURYIVING JOINT OWNERS In thl na.. o~ tha deo.d~t end two oth.r p.r.on.. 1 DIYIDED BV 3 (JOINT OWNERS) DTVIOED BV 2 (SURVIYORS) .. .161 X 100 .. l6.7~ (TAXABLE FOR EACH SURVIVOR) B. Thl paralf"tt talllbl. for a..ltl erlatlld t.lthln on. Ylar o~ thl dlCldant'l death or ac~ounh owned by thl dfrC.dant but held In trult for anethor Indivlduale,) (tru.t baneflclarlll)l 1 DIVIDED BV TOTAL N~BER OF SURVIVING JOINT OWN[. 1 OR TRUST BENEFICIARIES )( 100 .. PF.RCENT TAXAalE Exallf'lll Joint account rl"l.t.rld In th. na.. of the decedant and two oth,," portonl and .Itablllhld within one '10.1' of d.ath by the cMcl~t. 1 DIVIDED BV 2: (SI..lRYIVORS) "' .sa X 100 .. 50% nAK"aLE FOR EACH SURVIVOR) 4. lhe.-aunt luttject to taK (line 4) 11 dehr.lnld by lIultlJllYlno thl account bllanc. Ulnt 2) by tM ptIroant taxabl. (11M 3), 5. Entlr the total of the dabh llOd deduotionl lltted In PlIIt 3. b. IhI IlIIOUI"lt tllKIIb!1 ~ll'" b) tl ou.r.IO.O tlV 'Ubtr!tCtlng tn. clItia ana aedUCltionl \lln41 ~j tro. tnl a.oun~ luojecn \0 t'ilK (aJoe ..,. 7. Ent.t tM Ippr.:Jflrllte tax rlh (line 7) III d.tar.Jnld bllow. A. For d.t.. of dlath occ\,rtlng aUlt 6/30/94, the tllK rat.. for tr&n.~.r. to IpOUI.. nrl at followll 1. Dlt~1 of death pn or eft,r 7/1/94 and b.for, 1/1/9S tha rnt. 1. 3%. 2. Dat.. o~ death on or flfter 1/1/95 tr'M.fl" to spou... wIll bl tl!ucld at 0% tax rlltl. Not'l for dlt.. of death prior- to Ul/94 tran.fer. to IpOUI.. art tluclble at 6:<. B. Trand." to I1n.al d.,cendantl Including fath.r, aothar, lon, dIUghtll', erllndch11 nrWl, 'o"'~lnRIIIW, dl!MJ8t1t'''R In-law, Itl9ChHd anti their Inu. are taMl!Ilblt fit llhe p.rolnt (6iO. C. Tranlh,r. to all others Includlrtg brothlr, sllt.r, \lncle, aunt, n'Phow and nIite. Ir. taMabll at flfte." p.rcant (lS:O. D. If)'ou oh-. the taM rata, p.l.... apaclfy your rel.tlonlhlp to the deallld.,t In thl Irll provided. 8. Thl allOUf'lt of tl-': d~~ (line B) 11 dlt'i".lnld by IlUltlptylng the HOl.ltlt tlxabll (lInt 6) by the tall ratl Ulnl 1). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabll dllbh and ct&odu<::tlons Ir. deter.lnltd u follow'l A. '/ou lqll1Y Irl r.~.lbll ~or pfll(lH(1t, or the Mltatt .ubjllClt to edIlllnlltrlUon b)l II fHlrtlooal r.!lr..antIUvl III inlufflallnt to PlY thl dttduotlbll it..s. B. Vnu lK:tuelb plld the dIOtt after death of tt\otl dlcedant and oCllrl furnllth proof of PIYMtIt. C. Debtl blJng thlnd MI.t be It..hltd fully In Part 3. If lIdd1tlonel .pIICI 11 MIded, us. pllln paper a Ill"' x 11". Proof of ~'yeent .''1 b. r~tltld by the PA napertlen' af Rev.nue. ;,:,:,::~ ~::'i:' ::';,;,;:- ::':" ... . . . TAXPAVER ASSI$TANCI: ".'" Ifl.YOU NEED FURTHER ,INFORMATlON OR ASSISTANCE. CONTACT ANV < ~EGlI$TER. OF WILLS. PA DEPARTMENT OF P~\lEHUE DUTRICT OFFICE> ' OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAX PAVER INQUIRY UNITIN'> HARRXSBURO AT (717) 787-8327. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY) .',;-:, ~. .' ,.,:,', , , - ( CntltQfM:AllIl 0'- P':NHSVI VANIA DF.PAArHfHr or M'H''-HUr ItmAU Of INDIVIDUAl. 1AII:I:I Of.Pl. U06Di HAMRIIlIUAU.. PII 11UI."OI *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 '1/ ("I ACN 96158384 DATE 12-12-96 ....1...111 ,,, 1""1 . EST, or GLADVS M HOFFMAN 5,5. NO. 172-01-5132 DATE or DEATH 02-01-94 COUNTY CUM8ERLAND TVPE OF ACCOUNT [J SAVlNllS [] CHECklNll [J TRUST iii CERm , DENNIS J HOFFMAN 304 W MAPLE AVE SHIREMAN3TDWN PA 17011 REHIT PAYHEHT AND FORI" fOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK hal pro')lried th. nlp.rh,."t with t.,. lnfor..t1on 1I,tltd below which hu b....' lite<! In cllIlcu1tlt lnt tha "otenU.l taM dutI. '(hall' r4t<lordl Indlolh tt'lt .t thl dtI,th of thl eb()VI dectdent, you wlr. III Joint owner/ltltntflcl.ry (If thll lKlCOWlt. If you ,..1 thh JnforuUon II Jnoorrlo4;;, ph..1 ohhln written iCorreot1on 'roa U.. 'IMMel.1 l".t1tutlon, .ttKh III C10py to tht. for. Ind r.turn It to tM MJo;VI addru.. ftll, ocr.cunt 1. tl"ablo In IHlOOC'f1anclll with thtl Inh.rlt8O(l1 'aJ< law. of the ';o~nloM.lth of PlnnlylVflllll1. OU..tlon. .11)' be an....rlld by caUlng C1}7l 141-8527. COMPLETE PART 1 BELOW . . . SEE Account No, 2100103010', Doto f..bblhh.d REVERSE SIDE FOR 02-U6-92 FILING AND PAYMENT INSTRUCTIONS Account Bolonco 11 ,344,43 Por'cont To.obl. k 16 , 667 AllClunt Subj.ct to To. 1,890.78 Ta. Rota k , 15 Potential Ta. Dua 283,62 PART 'rAXPAVER RESPONSE 1ll1"~~~URITOlll'POItJ\ ifILl. .'IlUUI. t.X'f~~,O!"'XClX~kT~X. A"'USHEH'I' ""ID '. CIH THX'NOTICI,/ To Inlur. proper cr.dlt to your lIecount, two (l) copl.. of thll notice lIIU.t !tCO~MY your pfly".nt to the Reght.r of Willi. MM' check pnYllbla t01 "Reg liter of WllllI A~t", NOTrI If ta)( pay..-nh fire Ilftda within thrae (3) .onth. of the d~.~nt'. det. cf deeth, you ny deduct a 5% dhcount of the tal< due. Any Inharltlll1c, tll)( du. wIll b.eo.. dlllnquerlt nln. (9) lonth. !tftll" tlllt datil of death, [CHECK ] ONE BLOCK ONLY A, 0 The abovI Infor..tlol1 nnd ta)( duI II Ilorrl<lt. - 1. You ..y choo'e to ,..It payMent to the Reghtflf of 141111 with two tlopl.. of thh notlro. to obtain a dllcOUl'lt or Il\lold 1(lt.r..t, or YOU lay chIck bOl( "A" IInd return thll notice to the ~.ght... of Willi !lnd on official a.......nt wIll b. lUlled by the PA Oepltrt.ent of Ravanu.. 8, [] Thl Rbov. a..lt hat be.n or wIll b. report.d "nd tflX pnld with the Pann.vlvanln Inheritance Till( r.turn tn b. fllld by the rllclchnt', repr..entatlv., C. ~Th' abov. Infcr.lltJOI1 I~,ncorr.ct and/or d.bt. and deductIon. wlr. paId by you. ~ VOL: lIU&t cOllplltl PART L!J ftnd/or PART 0 b.l('Iw. PARl If you lndlc.t. ;~~f.x ~.t., pl.... .t.t. your ~ r.l.tlonahi:-- to dac.ri.ntl.__...s..a.-~_____ PART [!] DATE PAID ~ I (("Ie) 7t ,tl" f/'3,YS- DEBTS AND ,",ceC:~~~TS 'PAt , 1 ',:,:, 2 ,,',', "31 , 4 Ii 6 7 8 DEDUCTIONS CLAIMED IT; ~, I "P!I '" ,'!;", l;~": , ;': T:'~ rH:T:.;r~N :::CMr:':T AT: ~~~ ~r ~, LINE I, Data E.t.oll.hod 2. Account B.lance 5. P.rcant Taxable 4. AMount Subject to Tax 5, Dab Ie and Daduc \Ion. 6. Aaount Taxabl. 7, Tlill)( Ret. e, T.x Du. I 2 3......lL 4 5 6 7 ~ 8 TA~ ON JC:r:T/rnUC'T '"J.- -)-4:J. 1/, '3'-1'1.4-3 . (6[;67 " k' 2JL.1t ~ ''; -, f""""""t " ~--- ii' \"j"(loiO.w :;::<!,~..":.,':,: .". ~L' :,.;,:,~T." ,<,~ 'j1ji!" ~,,'~k '''Q ,,'....1Il- " ~" ':,;,::;,,:!;;~";(~(< '!~'Q, "i ",,:, ~.;.;, ~~ - PAVEE DESCRIPTION AMOUNT PAID F TOTAL (Enter on UnII S of ral( COlIIP\Jt.t1on) I . -, ~:~.rjurY, I decl.r. th.t tn. . ~ .y knowl.dg. and b.liaf, r.,.- -__ flKlh I h.". ,'."ort" .bo". ar. true I corr.ct and tiQJ1I__L/-Ll...1..2 ?.J. 2 ~ ~ :1; WORK ( ) TELEPHONE NUMBER I,{;rt' 1 GENERAL INFORMATION 1. FAlLUltr: 'ra RESPOND WILL ffESUl.T IN AN OffiCIAL TAM ASSESSt1ENT lilt" 1IIPP1Icllbh IntD,...t bu'ild 00 tofar_Uan .ua.lthld by tM f(f\W1oDl.1 Ind.\tutton. t. I~rltWlM taM lMclOHI d.llnqlM1nt- nlJ\. lH)"thll .ft.r tM dtHledent'lI tt.t. of MllIth. 3. A jalnt IfI(l(104M1t I. t.MMl. ..".., t""'lgh the tM<l.<Htnt'."... W.. ~ ., II ..ttl,. of t):OOV.,lI 1It101, .... AOClNltl (toollNtlnu t~.. held tHltWHfl hullblW\d BOd wit.) which tt. l1..aeMot pl.lt In joint nlllfMI within ntlol v..r prior to EMMIth.r. fully tl)(M21. IHI irMI',r". 5. Aooo~tt ..tllbll.tMd julntlv bIt'*'" tllllhand !lnd wife 1101'1 th.., 0fllI ~..r prior to rkl'lth a.'. not tl)lllblil. fl. Account, I,.ld bv It ~..,t "In trullt fo,," IlOOthel' (II' otMI'4 "'1'1 tluulbl. fully, REPORTING INSTRUCTIONS - PART 1 TAXPAYER RESPONSE 1. IIlOCK"'. If tho lnforlUltlon IIOd o(HIpUtwtlon In thl noUc:a 1'11'1 oorre<Jt and d,ducUnlll nr. not IMln" cl.t.IId, plltM ~ "X"' In blodl; ""PO. of Part 1 l1f th41 OITaxpIYlr H..pan.... le<ltion. 51,," two l:Htflll'l IlOd tUb,1t ttHMI with \four c~k for the IdtClU1t of talC to the p'aghter af Will. of the county indJcated. Thll PA O'PlIrt:lt.nt nf Ravet'IUe will lu"e ItI"t oHlo,llIt III11"'Hnt (Fora Rnl~IS4a EX) upon rKelpt ~f the return fro. t~ Reuhhr (If WUlI. Z. BLOCK \l .. If thcla..et sfN!<lIHtd on thll notice ha. b.~' or lo/II1 bQ reported IV\d tftx paId with the I,."r,.,ylvlllnl. [nherlhl'ttle Tax A,turn filed by tM daeftdont'. reprU..r\lat1\1e, phlC' an "M" In block "8" of !ll!ld ~ of the "Taxpayer RUPOf'''" 'Mltlnn. Sign 0IlQ/ ClllJlY ttnd I,.turn to the PA DflpartHnt of RIY'lnuli, Bureau of Indlvlttu.l Tax.., nlpt 280601, tlarr hburg:, PA ii'128~0601 In the onvelope provl~. 5. BLOCK C - If tn. nntlclt Infonmtion It' Incorreot IlIIlrl/or de~tllWl' are bllng cl~I.-d, chttck block '~C" IU'ld cJWlpl.to !lorh Z lIf1d 5 ltCoordlng to the JIllltrud;loM blllow, SIIJO two copl.. Itflrl .ub.lt tMIll tilth your r.hetlk f()r the ~ount of talC pllly~ll to thfl Aqhtar t>f Wllh of tht county lmilr:t1huL Thll!l PA napert.ant of Revem.. wJll IULlI 8fl offJoh! olSU.lont (F"or' REV. 154ft EJO upoo rlctllpt of the return froll: thft RtIilIlItll" of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Entlr thl dah the accaunt orlulnftJh' wn utabll.hocl or Utlad in the ."nrl8r e~htlng I'lt clete of denth. HOTEl Fo,.. dacadant dyinG nft,.r 1211218:2: Account. which the dan.dent put in Joint nil'" within onft (ll yur of deoth ."1 tllXlIbl. fully 6tI trftl'1.ferll. Hawevorl there Jt an e)(clullOf1 not to e)(c.ltd t3,bOO per trBn.f_reu r.9~rdhns of the ".lue l)f the account or the nuMb.r of accountl held. If . double nt.rlsk (ICM) appear. before YClyr flr.t na.. in the addrulW po,.tJon 0" this noUce, the '3,nOO 1I;<01u,100 alr.ltdy hu b.en deducted fro. the aocount balance lIS rllported by the flnftflch,~ In.tJtutlon, Z. Enter the total ~~lanoe of the acCOL~t lnoludlng Jntero.t aooru.d to the dete of deBth. 3. The percent nf the &Ccoun~ thet I. ta~.bl. for each .urvlyor 1, deterMined a. follow.l A. Th. parcent taxable for joInt a..et. .,tauIlshed eore than one y.~r prior to the decedent'. deothl 1 DIVIDED ~V TOTAL NUHBER OF JO 1. Nl owteIS Exaeple: A joint a..et regJltered nIVIf)[D MV lOTAl NUHBER Of l( Ion .. PERCENT TAXABLE SURVIVING JOINT OWNERS in thl na.. of th_ decad8nt and two other person". I DI~IDED BV 3 (JOINT OWNf.nS) DIVIDED BV ? (SURVIVORS) .. .167 l( 100 ~ 16.7% (TAMABLE FOR EACH SURVIVOR) e. Tho percent taxebla for !lint. crllated within one year of the dlcedent'. !;ieath or &<lcounh owned by thl dacadent but held In tru.t for another indlIlJduaH,,) (trult bltneHcill'rJu)I I DIVIDED BV TOTAL NUHBER OF SURVIVING JOINT OWNERS OR TRUST GEHEFICIARIES l( 100 . PERCENT TAKABLE E~~llPl.: Joint bccount rellhtl.lred In tll4l M.a of the decadent ~r;d two other IJarlOnl and Itlltablhhed within one y.ar of Math by the deoedent. 1 DIVIDED BV 2: (SURYIVORS) J' .50 l( 100 . SOX (TAlCABLE FOR EACH SURVIVOR) 4. ThtI HOUf'lt 5ubjKt to tllX (llr,.(l 4) is {llIt~rIllJnGd by lIultlplylnv the "OOlJ1t balance (lIne. ?l by the perClW\t tllM.llIbll (ii,.,. 3). 5. f.:ntar tM totel of thQ d9bh !Iud dedudionll Ih.lncl In Pert 3. ~. T~c :':'.::'~:-,~ t:l;::t'~!:: (~.!~t". ~, !r :'.._......~.l,,,~':' '::,' t",~,,~!,,~,_,"l~:: H"., .."~... !I.... ~'1~...'~\..!1~ fll~" ~, f~"~ ":1." !'-""!1~ l:"..j_. .... +".. 'l~"'" lI.1 7. Enter the ltppropriate taM. rate {11nl n 1lI dehr.lnad billow. A. For datu of death occurring aftlr 6/30/l}4, the ta~ r8ta. for tr.nnlfer. to lpo,U'" bra a. fallow. I 1, Data. of ~a~th on or 8ft_,. 7/1/94 nnd before 1/1/95 the rate II 3%. l, Data. of death on o~ aftur 1/1/95 tran.fer. to spOYle. 101111 he ttl~Gld at 0% taM. ratl, Note: For dat.. of dlath prior to 7/1/94 tran.f.,.1 to ~pou... ~r. te)(able at 6%. &. Tran.far. to IlMal d..cendllllt. In<:ludlnll fettleI', .oth.r, .on, dftU\)tltar, grandchildren, .oo~in-Iaw, dltUghhr-ln"IMl, It.pchlld &nd their I..uo lira taKabl. at .b percent <6:'0, C. Tren.far. to .11 other. Includlnll brother, .hter, Uf'l<:h, &Unl;, nephlwand nllHl. ere talCltblR at flfhon percent (15:0. D. If you chang41 tl'wi tax rate, pleue Sp~(l1fy yOlJr relaUnnshlp ta the decedMlt in the lire. pf.Ollhhtd. e. The ftlllCtUnt of tall dUll <Une 8) h dtit.reinad by w1tlpJylnll the MO\..W1t tlxoble (lIna 6) hy th_ tell ratl Clln. 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debh and dftduclt1uol are deter.lned lIS follCJw,: A. You legally are "e.pon.lbll for pllYHnt, or tilt, utah .utajlClt to IMMll'1l.trat1on by a p.rlorllll rapruantllltlve 11 insufficient to pey the dllclUctlble It.... &. You ClCtually Plld the tWlb aft.r rltIett. of the tM-cedeont and l:en furrdlh proof of pay.....,t. C, Debts bel", olalHd lIU.t bl 1t...1z.d fully In Part 1, If ftcldlt1ol'llll IpltCI Is n~, use ph In p...r a Ill" x 11", Proof of paYHI t lIay be reque.t.d by the PA DepllrtHl'lt of R.venue, "'.::;~;,:!.., ".ltGxY~U~:E:':IULRLf~,I!~rNtffX{'i~~~AA~j~J:ENC:l'STCROI~\AelI'FAXN~E:'t:: ,:)::,',',:":::,:,:,, ::::: ':::";:.:":OR CALL THE 'URI!AU OF' INbIIIIllUAl lAXES, TAXPAYER INQUIRY UNITtlf::'" "" ,..', HARIU$lURG ,A'T ,(717) 787-8327. TOlll (717) ,712-2252 (HEARING IMPAIRI'lIl1Cl~l.V,~,\ .:.:; - COllltOHWEAITH OF' PfNNSVIIJAHIA DEPAP1HENf OF REVUrl.t: IURUlI Of INDIVIDUAl. TAKES IH:PT. "O,nl IlAA1USlIIRG, PA 111l"O'1I1 *' /:) /5~y ? INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 '1,1 ii"'! ACN 96158383 DATE 12-12-96 U~.IUl .. ." 0'"1 EST, OF GLADYS M HOFFMAN S,S. NO, 172-01-5132 DATE OF DEATH 02-01-94 COUNTY CUMBERLAND TYPE OF ACCOUNT [] ~AVINllS o CH~CWIll [J TIl\IST [j[] CERTIf, WOODROW R HOFFMAN 304 W MAPLE AVE SHIREMANSTOWN PA 17011 REHIT PAY"EHT ANO FORKS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC lANK hu provided the O.,..rt.."t with the Infor..Uon lilted lMIuw which hall liMn u.w In calculatll"llll tM potat,Ual tllM due. TMlr raaord. Incllnet. that lit th8 d..th of the ebov. deoadent, yau _ra a joInt own4lr/baneflclar~ l)f this IMlCCK.,t. If you f..l thh lnft'r..Uon I. lneorr~t, pla... obtain wrHt." corr.ctlon fro. the finllntlal In.tltutlon, attKh a copy to thil fora end return It to the abov. fnJdrll", Thlt a'tl(jount h ttllxab\a in I!t(lcordance with the Inhllrltancll Tal< lMlI of tha Co.-onwealth of Pllnn.ylv&nla. Ouutlon. ..y ba an.loMrad by c.llln. (7}7) 7&7.U21. COMPLETE PART 1 BELOW . N N SEE A...unt No. 7.1001030104 Delo e.tabl1ahed REVERSE SIDE FOR 02:-06-92 FILING AND PAYMENT INSTRUCTIONS A...unt 801...... 11,344,43 P....nt T..obl. K 16 . 667 A..,,,,t Subj..t to To. 1,890.78 Tox R.t. K , 15 polontlal T.x Duo 283,62 PART TAXPAYER RESPONSE [I] mr~M~"'~<TO ~'$.)'XLI.,. .l!1I~'l' t"A~c!~!",XC.XAI. TAX A$S~""T8A$.D. OM 'l'HX8 NO'l'Ica. j To In.ur. pro~r oredlt to your ~COl~t, two (2) cop Ie. of this notic. IIU.t accoupmny your payeMt to ttJ. Rlltlhhr of Wills. "Me chock payable tOI "Allllhhr cf Wllll, Agant". NOlEl If tall paYIl."h arll ea<Ni wlth!n thr.. OJ ItOnth. of thll de<.edant'. detll of Math, yoU "ay daduct a S~ dIscount of the tal< ~. Any lnherlt&ncw tax du. will b~o.. dallnquaot nine (9) ~onth. aftar the data of dllath. [ C~~~K -J BLOCK _ ONLY A. D TM above Infer.aUon and tax d\JIt it corre<:t. 1. You aay choo.. to r"elt pllv...nt to the Raghtllr of wll1. with two copl.. of thl. notIcG to obhdn n dl.count or avoId Inturll.t, or YOU .ay chllck box "A" and rllturn this notlc. to the Ragliter of Will. "nd an offlcl"l IIUlltu.nt will be luulld by thll PA Ollpart.~t of Revenue. ft. c=J Tha IIbova a'lllt ha. b.~ or wIll bll rllportad and tal< paid with the Pannlylvanla InherItance Tall rllturn to be flIed by the dllo.dent'~ rapr.'entatIve. C. f)(Iflhe above lnfer.tltien lWncorra<lt lInd/o~obtt and d.ductlon. warM paid by YOU. rVCKJ .u.t coaplllt. PART ~ IWld/or PART ~ b.low. rvJ7We.-. ~ 91f1CUl USE O~l:V, GAAl" PA '!!f!!foRTM$r OFftENUIl , _ 'r'".. ~-# t"'._ {.'i I ..~ :;.; ,::~:i .................~ (d ',"<, I ~,; - PART @] If you indicat. . different t~lr~t"AP\~,~e .tate your relation.hip to decedent I -~~-!i.H!"'~ iAX RETURn - CUM~uTATI~" I. O.te Eat.bliahed 2. Account aelenoe S. Percent Taxable 4. AMOunt Subjeot to Tax S. Debts .nd Deductiona 6. AMount Tex.ole 7. Tax Rete 8. Tel( Due 0;: 1 2 S_ll 4 5 6. 7 K 8 ---~ tAu 1 '2 3 4 s 6 1 e PART DEBTS AND DEDUCTIONS CLAIMED [!] wooOQOuJ (2,. l,.k.N'~1W W~~ fi.'" hUS;(?I'I~l? ~r"{rdAf)7S' 1" (/ S Iv f:> 1lIt, ([; lXA./)1I11f- to /OJ" Tk ,-,.""yt.!;/- e /Z . DATE PAID PAYEE DESCRIPTION .~.~ lAX ui; JuIi-.i'... iitUST ';~C\iUj;iS tiNE , ("::" ~~,;' " 1>' ; '::':'~i'i' .~ j" ',,' ":~~ ~,,~,. :'"""- ":",;-, ,""C ~;ii'", .~Ioi II>- '"" t> 11/01./'--' . J.....~ U"I nt -~ ,': 'I: ,'1, J-t,R-711.W,t.ND J- TOTAL (Enter on Line S of Tax C~t.tion) AMOUNT PAID +=--' -.--- -~ . - - Undor penalti.. of perJur'y, I declere th.t th. fact. co~l.te to the be.t of .y knowledge end balief. \~#A~ "gI'A~~~ ~\ I heve report~ above .ra true, oorrect and IjOME..---'-.1J.l.L1~3...' () 1.JfL___ WORK ( ) I ~ j' - ~JT TELEP~ DATE GENERAL INFORMATION 1. fAILURE TO RESPOND WILL JlESUl T IN AN OFFICIAL TAK A$SESsttENT with a.ppllcftbll tnt.r..t b",ad otl tnfor.'Uon ._IttM by the flnanolal In.tltutlOfl, Z. lnMrU~ taM bMO'WI dell".,.."t "1M ItOf1thl aftl" the *fKMnt'. emt, of d..th. S. .. JQlnt ItOOOW1t h '1M_I. IY'" thouQt1 t1~ dec,dtlnt', nMl() W" 8dcMd III . ..tt.r of convenience. tt. Aceoun" (inoludlnt tho.. held MtWMn hutb8nd IIOd wlfl) lfhloh thl cMcltCMnt fKlt In Joint IU.... within ()M v..r prior to death Ire fully tlMabl, II Ir",,'.r,.. S, AGc~tI l.t_lIthed jointlY btlt\lfMn hu.b.od and ~lf. INnl tMn one y..r prior to Mllth IIr. net 'Iuble, 6. Acoomb held by II ~.u.nt "In 'r-uII for" another or DIMr. .r. telulbl, fullv. REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1. BLOCK A n If tt. Jnfor..t1on and cOlIPYt,U/Kj In the nolle. 8r" oAfreol end dHocltlon. er. nC't iMlnt ol.INd, pllMe In "X" In block "A" of p.rt 1 elf IhtI "r.KPIlIlr R..pon.... '8f.tlon. Sign two copl,t and ,ubIllt thetl wHh your ot** for the MCM\t of taM to the Regl.t.r of Will, of the ~ounty Indloattd. The PA o.p.rt.-nt of Rev~ will I..ue In offlGI.l .t....-.nt (Forll REV-IS"'. EX) ~ r~.i1pt of thl r.turn frOll thl R.gllhr of ~l1h. 2. aLOCK a ~ If thl ....t .p~lfi" on thh notlo. hlll bIer. o:>>r will ba rltPOrt.d and tax paid with thl P.,..".vlvlt'da InMritllt\Ca ll1x Mlllturn flhd by tM ~adent.. rapr..entdtlv., placa an ")C" In block "B" of Part I of till "TaxpI'lI.r R..pon.... 'ecltlOO. Sign one oOfiVand r.turn to the PA o.p.rt..nt of R.v.nue, lur.DO of IndhddUal TaxllI, D.pt 2B0601, Harrl.bur", PA 171.28~0601 In the env.lc.rtl provld.d. 5. BlOCk C - If tM notlc. InforHUnn h Incorrect tndlLr deduction. ar. bAlng chl'ld, chKk block "C" end oOllpl.t. Part. 2 Md S """'"\l"rill\lJ tl' ~..." In.t~I'I.'~I"..., I,...,,,~ <<::Inr. t..., ,'''nl'ltIl ,....'" "lm.lt tk.", "',.... \,f~ur. ohank for fh_ MOUnt nf tllll Davabl. to thtl R,etht,r of Wlllo of thl cOlSlty IndlcatMl. Thl PA n,part.lnt of Rlv.nul will !s.u. an official .u.....nt (For. REY-IS4a EK) upon r.o.lpt of the r.tur,. frOll the Reght'r of W.\1l1. TAX RETURN - PART 2 - TAX C1MPUTATION LINE 1. fnhr the cUltI the account originallY wu utabllthed or tlU" In the .1M"r eMhUng .t data of death. NOTE I For II decadent d'lllng IIftar 12l1Z/8Z: "'ccDunt. which the dec.dent put In joint 1'1.... w!thln one (1) 'lI"lIr of Mltttl .r. t.xebla fully as tran,far.. HOWllv.r. thlre I. an .xclu.ion not to IIxcII.d n '110 par trlnlf.rll. r.rr.-dl... of the value of the &Oc~,t or the nuaber of account. hald. If a doubl. ..tllrl.k ("M) apPllar. bIIfore your flrtt 1'1." In thll addr..' portion of this notlclI, the .~,DOO Ixolu.lon IIlr.edy ha. bellf'l d.duotlKt froll tM accOI.Wlt balanc. .. r.ported by the financial In.tituUon. Z. ~nt.r the totlll b.lanc' of tha account Including Int.re~t aoorued to the date of d.ath. 5. The p.reant of ~h. aocount that II taxable for lach lurvlvor II d.t.r.in.d a. follow': A. The p.rcant taxabl. for Jolnt ....t. 'Itabll.~ lOr' than one Yllor prior to the declld.nt'. Mathl 1 D1VtDED BY TOTAL ",,"IER Of JOINT OWNERS EXMlplal A Joint ....t reglltlrad DIVIDED BV TOTAL ~BfR OF )( 100 .. PERCE~T T...I<AlLE SURVIVING JOINT OWNERS In the na.. of the dllOed4tnt and two oth.r per.onl. 1 DIVIDED av 5 (JOINT OWNERS) DIVIDED BV ? (SURVIVORS) .. .167 I< 100 .. 16.7~ (T...I<ABLE FOR E"'CH SURVIVOR) B. Thai pfllrclIIlt taxabl. for ....t. cr..t.d wlthln ona yellr of tha d.c.~t'. duth Ur eocountt owned by the deoad.nt but held In tru.t for another Indlvldulll<..l (tru.t bln_flelarl..)l 1 DIVIDED BV T01...L NUMBER Of SURVIVING JOINT OWNERS OR TRUST &ENfFICI...RIES X 100 .. PERCENT TAKABI.E ExallPlltl joint account r.gJ.tared In the Me. of the dac:edent and two oth.r personl and utnblhhlld within on. y..r of death by the decldent. 1 DIVIDED IV 2 (SURVIVORS) .. .SO X 100 .. SO;: (TAXABLE FOR EACH SURVIVOR) 4. The BIlOUflt lubjeclt to hx (lJne 4) It detar.lnlld by .ultlplyln" the acoount balanc. (Una 2) by the f1are.nt "xabl. (U". 5). S. Entar the total of the debts and dllduotion. lilt.d In Part 3. b. IhI MIOUI'lt ta~Mll11 (11M 6) h d.tllrlllnad by JulHrtw:tJng the dabtl and datiUOtlonl (111'1.5) froll the 8MlSIt .ubjeclt to tax (lIne It,. 7. Entar tM approprlat. tax rllt. 01n. 7) .. dat.rlllnad billow. A. Fur dat.. of death occurring aft.r 6/30/94, the hI( r.t.c for tran.f.rl to IlPOU'.' ar. /UI followlI 1. Oatllo ot d.ath on or aftllr 7/1/9~ and bufnr. 1/1/9~ tha rat. I. 3~. 2. Oatlll of d.ath on or- lIft.r 1/1/95 tran.f.r. tu .pOUI.. will be taMed at Oil: tax rat.. Hot.l For dat.. of death prior to 7/1/?" tran.f.r. to II;';OU'" ar. h)(abh at 6%. a. Trenlf.r. to 11M.l due.nd"Itt Including fnth.r, Iloth.r, IOn, daughter, grandchlldrlfll .oo-Jn~l...., daughter~Jn~l.w, ItllpChlld Md their IIIUII Irll hMabl. at .IM percant (6:<>' C. Tren.hrs to all Dt"'r. 1n<:ludJng broth.r, .iltar, ~1., aunt, nllph.w af1d nlace art taMIlbI. at fift.." p'rcant (lS~(). D. If you thllng. the tlx rat., pl.a.. IPllclfy your r.ht!otl.hlp tel t~ declldlnt In the llrall provltMd. a. Th. alKMM\t of hiM due (11".6) II d.t.raln.d by aultJplyll'lil the naount ta)(lbla (line (a) by the tax rata <1lne 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AIlnwabl. dabt. end ~tlonl ar. dalRralnad a. follaw.! .... VQU l..,lh ar. r..ponlihlll for pay...nt, or thel ..tflta lubjeot to rtdMlnlttratlon by t ptr.onal r.pr...,tlltlv. II InlUfflolllnt to plY the cMduet1bh It.... I. Vou ectualh Pilla the dabh IIft.r death of tll. dac:.ant and ClWI furnl.t\ proof of PIIYlWlt. C. Debts btllne al.l11ed ault tfoII It..lnd fully In Part~. If additional 'PIC. 11 n.edIId, Uti plain paper a 1/2" x 11.... Proof of paYlllnt a.y be r~.tad by the P'" D.part.ont of R.v'nue. ..';iy...... .,.IF...'YOU ...NE~I'l,',..FURlHl!R .'W/O\Y~:TtJNSIOS: AA'fs6ISfA~Ct;.'c(j~T.c:i~~S'i'/i<': >.:? REGISTER OF WILLS. PA D6PARTMENT OF R6VENUE DISTRICT OFFICii' ' V ,".OILCALl THE BUREAU OF INDIVIDUAl. lA:.cES.. TAXPAVER INQUIRYUNtllK< HARIUSaORl.LAT l.1ln' 787-8327. TDDI 1.717l 7h-2Z5Z (HEARING IHPAIREDOtllYl C~AlTH 0'- P{NHSVlijAHIA DfPARTHEHT Of kf.W:HlE !tURUII Of' IHDI~IOUAl TAICElil DEPT. 110601 tWtRIUURG, PA l1Ua.0'OI (, _I b.r I) INFORMATION NOTICE AND TAXPAYER RESPONSE FILE AtN DATE NO. 21 '/ I 96157679 12-12-96 ((' 'I "".".1 U 'H 11-"' EST, OF GLADYS M HOFFMAN 5.5, NO, 172-01-5132 DATE OF DEATH 02-01-94 COUNTY CUMBERLAND TYPE OF ACCOUNT [J SAVINGS [] CHECKING o TRUST IXl CERTIF. DENNIS J HOFFMAN 304 II MAPLE AVE SHIREMANSTOWN PA 17011 REMIT PAYMENT AND FORNS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK NI. prov)dH thtl D~lrt..nt "lth the InforlllUon Iltt~ bllo" whlc:h hat b..n ulall In clllcuhtlna thl potltnUII hue ctu., TMlr rooCord. lndlcltl th.t .t the d..th of th' abOVI d'olldltnt. yoU Wll" , Joint ownlllr/blndlchry (If thh .ocount. if YOU f..l thh Infor..tloo It Incor'tNt, pl.... obtain wrlttth oorr.oUon frOll the flnenot.l In.tltution. .thah II copy to thh for. and raturn It to the .00"'1 eOdrl'" Thl, acoount I. tl~~ll in eocordanc. with the Inharltencl TaM lllw. of the Co..onw..lth of p~ly!v8nlll. Qu..Uon. NY bl anlWllrld by ctlll1rre (117) 767-tUII. COMPLETE PART 1 BELOW II .. .. SEE REVERSE SIDE FOR FILING AND PA'(MEHT INSTRUCTIONS Aacount No. 21001030103 Doto 02-06-92 Eotoblhhod Account 80lonco 14.252.39 Porcont To.oblo K 16 . 66" A.aunt Subjoct to To. 2.375 , 45 To. Roto X ,15 Potontlol Tox Duo 356 , 32 PART TAXPAYER RESPONSE I.IJ IItAI~U11I'1'O~'~!'~II~~"I;II""I.T~..,A~9ItfI~~~L ..rAX ASllt!8SIIElIT IAS,X1 0It. THI8.. MOTICI 1 II. 0 The abo~. tofor.tltlon and hI( dUl I, corr.ct. 1. Voo 1l1!!:1 choon to r..U pay..nt to tn. R.ghter of Wllh with two copt.. of this notice to obhlin a di.count or "void lnt.r..t, or YOU say check box ftA" and r.turn thtl notlclI to ths Regl.ter of Willi IIInd an official I\.....".nt !<lIlt b. Iuulld by the PA Ostlart..nt of Rllv.nUl. To Inlurll FI"oplr cr.dlt to your account, two (Zi copl'l of thl. notlc. .o.t accoWPllny your pay..nt to th. Rlolater of Willi, Hwk. ch.~k payable tOI "Regl.t.r of Willi, A~t". HOTE; If hI< Plly..nh lire _Itde w I thin thr.. (5) .anthll of the dlcldlnt'l dllt. of dlllth~ YOU II.Y d.dYct a !:II: dhcount of the taM dl'll, ArlY lnh.rltllOcl hM due will blea.. dlllnqvent nln. (9) .anth. aft.r the dllt. of desth. [CHECK ] ONE BLOCK ONLY B. D Th. 8nOU' su.t hll. b..n or will bl rlport.d !tnd taM pdd with the P.n,U'~lvtl,.dll Irrhlrttancl TaK r.turn to bl Hlld b!l th. dle.dent'l r.pr..."tat!vI. C. ~Th' abov. lnforllatlon J~ncorr.ct and/or debtll Ilnd dldu~tlonl Wlf. paid by YOU. '7'vou IUlt co.phtl PART L:J and/or PART 0 bllow. If you indicata a dUhrCllnt tax -;ate ~ PlJj'. .t.b your rClleUonship to decedent: ___.___ _'> 0 ,!,.A.~ nETU~~ ~ COH~UTA!!ON I. Doto Eetobllehod 2. Account Belance 3. Peroent Tax.bl. 4, AMOunt Subject to Tlx 5. Oobt. ond Doductlon. 6. A.ount Taxable 7. Tax Rd. a, Tax Dull OF I 2 5 4 5 6 7 8 TAX ON J~nJT.~i~~:::T t'.:~O~t~TS 7 __!i.'47- lit, .l-c;l. ~ '7 ~.66') -{ 'ns', .~., ",r, 1..:1..7 ~~ 4 !>- , tIJ b: ''i,}..53 DEBTS AND DEDUCTIONS CLAIM~ IA~ ;A"~~~:~~S~F O~N~ AAfj (:~,: 1.~::_:d1~'---- .,:' ~~ ;[;;:~ ...~ 6 1 , 2 , ",.~ '!'- 4" i'" (:;J', 5 '",' 6 --"'119~, I 7"~:;~~: 8_ ~t:l ~~ ;. ;,;I,~" :.,<, '~::.:,;:~:~: '~ '.~ ~, .' ~, ~ ' PART [3J LINE X X \f R ': PART ~ DATE f - -l: TOTAL C E,tor DESCRIPTION AMOUNT ~-4= on I.1ne S of Ta>c CQ4IPUtaUon>> . f~t. I have reportld above era true, correct and PAID PAID PAYEE ('JO ( ) 2ll-.:2Ji.'" j ) GENERAL INFORMATION 1. fAILURE lCJ "UPClNP WILt RI!!lULT IN AN OHICIAl TAN ASSESSMENT with "",11(1.,1. lnt.rut b..~ on Infor..Uoo Iubellttod by t~ fln4lnCl1.1 In..Ututlon. l. Inherlttlne. taM bea~. thlll~Mnt ,,In. lOl'\t.... lIIft'-lf th. dM..,t'. t..tI of ct..th. 5. . Jotnt IlClCount II tftlCllble lIIve" though the n.cltdllf,t'. n.... wa. Itdo.c1 .1 . allHar of oOl'lvenI 1nCI1II. it. Accomtt (lnoludln. tho.. ~Id bet....." 11I.."ti'!d 8M wi'.) Which the data<klnt put In Joint n.... within one y..r prlnr to ..tll .r. fulh tllll..la .. tr.lt'.r.. S. A~oount. ..tebllthed Jolntlv ~tween hulband and wlf. ~r. t~ ~ y..r prior to ~th .r. noi t&Nlbl.. 6. AOClOl.,h Mid by . deooedent "In trUlt for" IWKIth41r ur ",tha" .r. hub!. fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. IlOCI( A - If the InforuUun IW\d CI1apuhtl0l1 It! th. notJ(le .r. corrlHlt MId daduotlon. .r. not ball'll ol.IHd_ pllMllII "" "X" In block ft".. gf P.rt 1 of th_ "hICpayar RCI.pon~." IlHItlon, Sign two aDfltu and .ubIllt th.. with your ohHk far the INUMt of hll to the RI.I.ter of WlIh of the county In(f1(lat~. Tho PA ~.rhlU1t of R.v~ will luue M offlol.1 ......Hnt (for. REV~IS4e FJO upon 1'Q(lllpt of thl ".turn fro. thti Rlohtlr of ~llll., 2. ILOCIt a - If the ...It 'PMlfltld on this notice hI' ti..n or wlll be reportld and t.M plld with the P,,"""Yll,lanla Inhlr1tetM'l1 Till R.turn fllld by thl dec4ldGnt'. repr..lntlltlv., plate an ")(" In block "II" of Pert I of the "TlllpeVlr Ruponll" .ectlon. Sign OM (lOPY and r.turn tc thtt PA D..rtlNnt of R.l,lMlU', Bureeu of IndivIdual TalC", D.pt 28OMI, Uarrilburll, PA 1711!6-060l In ttMl tnl,lIIOPI provtdIG, 5. BLOCK C R If thlt notice h;ffJr..tlon II Incal"reot Mdlor ct.ducUon. IIr. Mint o1lIMd, CMek block "C" .-wt co....I... Jtlrtl Z end 3 ltC1"lordlng tel HIll Ih,;tnlctl.lntl. hili ow. Sign two copl.. and .ub_1t thll with yoor cheok for thl alOll'lt of t.x plvabl. to the Rqhtlr of "1111' af thl oounty indla_tld. The PA Depart,"nt of R.venue- will htu. IIr. offIoial ........nt (for. REV-154ft EIO upon receipt of thll r.ttlrn frOll thtlt R..ht.r of Willi. TAX RETURN - PART 2 - TAX COMPUTATION l.lHf 1. Ent.r the det. the account orlOlnallY wa. .Itablt.hld or titled In the .annar exl'tina at dati of de.th. NOTEl for I d1c.o.nt dyine .fter 12/12/621 Acoountl whiCh the d~ced.nt put In joint ntv.. within one (I) y..r of d..th .r. taxabl. fully a. tran,f.r'. HoWIl,lar, th.r. I. an IlIclu.ion not to .xc..d .3,000 p.r tran.f.r.. rlll.rdle" nf the l,lalue of the bCt:ount or the IWIIbar of aClQounts held. If It doubll a.t.rl.k (MM) app.ar. b.for. your flrlt n... In the addr... portion of thl, notlc., the .3,000 .~olu.lon alr.ady hat b.." d.ouot.d fro~ the account balance a. r.ported by the financial Inltltutlon. 2, Ent.r thl total balanae ~f the eecount l~lud'nD interelt accrued to the data of da.th. 5. The percent of the Itccount that it tlllabl. for lItoh ,url,livor 11 cHiter.ined a. followll A. The PflrclIlt taxable for joint ....ts ..tablhhld Marl than OM y..r Pf'lor to the deoldll'1t'. dlathl 1 DIVIDED tV TOTAL HUHaER Of JO I NT OWNERS EXaMPI" A joint a.l.t rlollt.rld DJVIDED tV TOTAL NlJt(BEA OF )( 100 . PERCENT TAMABLE SURVIVING JOINT OWNERS In thtt nHl of tM d~ctdent and t~ other p.rson.. I DIVIDED nv 3 (JOINT OWNERS) DIYIDED BV 2 (SURVIVORS) . .167 )( lUO . 16.7% (TA)(AB~E FOR EACH SURVIVOR) B. The p.rOll'1t taxable for a$..t. cr~.t.~ within one y.ar of the dee.d.nt', cHiath or _ocount. own.d by the cHiotdent but held In tru.t for another Indlvldual,{I) [tru.t banafIcl.ri..)I 1 DIVIbED BV TOTAL H1JHBER Of SURYIYING JOINT OWNERS OR TRUST RENEFICIARIF.S )( 100 . PERCENT TAXABLE Ex..pl., Joint account re.,.tered In the na.. of thl d.o.d.nt and two other p.r'on' and elt~ll.hld within on. y.ar of death by the decldlnt. 1 (lIYI('IED BV l (SURVIVORS) . .50 )( 100 . 50% (TAMABLE FOR EACH SURVIVOR) 4. The.-aunt .ubj.at to tax (lln. 4) II c1ntr.rlllnllcl by .ultlpblng ttm account balance (llna 1,) by the percent tlllabll (llna SJ. 5. Enter the tntfll 01 thtl debts wid deduotionl Ihtc.d In Part 3. ~. T!'\-:: ~:'",:;.::,,1: ~:'~~,~1' ~I!~~ t,) !~ ~~+';':'r"!:'"!"<:' I.:. !".....~"H,..:: ~"" ..,".r ~.... ..~....I...'...... tll.r"t ~\ f~... th.. ....."..t .1I..~~t." +... (Hr.... &1 7. Enter the -..propri.t. tall rate ll1n. 1) 8' d.tlr.ln.d balow. A. fur dat.. of death ocourrlng afhr 6/30/94, tha hll rttt.. for tranlf.rs to .poon' .rl a' fcHololll 1. natal of daeth on or after 7/1/94 and b.for. 1/1/95 the rate I. lX. Z. nata' of cHi8th on or aftar 111/95 tran.hrl to SJ:OU.u 10'111 b. talC.d at OX tax ratl. Notll For dat.. of d.nttt prIor to 711/94 trlllnlhrs to .pou..' art tallabl. at 6%. '. Tranlf.r, to llneel da.~~ts Including f.th.r, ~thlr, 50n, daught.r, grandchildren, .on~ln~law, daughtlrRlnHlMl, itlPChlld IIl1d th.lr InuI ore tl>elbl. at .h perclnt (6;()' C. Tranlflr' to all othar. ifl(lludlng brother, Iilter, uncl.. aunt, n.phaM and nl~e are taxabb at f1ftlln parc.,..t OSlO. n. If YOU chang. tM tax rata, ph... Ipecify your relationship to the dl'CldtN'lt In the ar.. provilMd. B. Th. alK'U\t of tall 00. (lJne 8) III dlhrain.c:I by .ultlplylng the MOunt taKabl. (line 6) by the talC. rate (11M 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowebl. debt. and deductlonl 8rl d.t.r.lnad II' follow" A. VCKI llfllllh are rupont!bla '.,r payaent, or the ut.h lubject to adalnhtr.Uon by a parlonal raprllentltlvlI I. Inlufflclent to pa~ the Mductlbla It.... B. You actually P.ld the dcMlte after death of the decedent snd CIWl furnllh proof of p.y""t. C. 0..')\1 Mine chilled au.t be it_hid fully In Part 3. If oddltlonal spa<:' 19 ~, u.. plain PlPlr . In" M 11". Proof of payMt\t ..v b. I'equtlltld by the PA DlPllrtHnt of Ra"~. i~,:"'>',~\ \ .',., ',' '.'.'; TAXPAYER ASSISTANCII>>,. ,,';..\''''';~,:::,'' ":ii;':;': "'i:.lFVOU NEED FUIl:THER INFORMATION, ORASSISTANCE,CONTACTANY"",\:,.,\.. '..",'/ ... REeISIER; OF WILLS, PA DFPARTMEHT OF REVENUE DUlRleT OFFICE'/:"i,":"':"':;; "'.."'.'. .".'.OR CALlTHE BUREAU OF INDIVIDUAL TAXES./. TAXPAYER INQUIRYUNtTllf'iU< HARRISBURIUT um 787-8:$21. TOOl (717) 71Z-ZZ52 (HEARINO.IMPAIREDO~L'a< :::~ '.' ',', ':::'::'::-::': :;::;~::~:::~ n:m~~ ".':-:.;.:.:. PAVHENT I O.tlch tht top portion of thh Hotlet and tub.1t HUh vour p.y..nt .,dl Plvablfll to th. nu. Ind ~drl" prlntld on the rlv.r.. .Idl, If RfSlDENT DECEDENT Mlkl ch.ck or MOn.y ord.r pIYlblt tOI REGISTER OF WILLS, AGEtn. If NON.RESIDENT DECEDENT Illlk. ch.ok or 1II0nly order paYlble tOI COHMONWEAL TH OF PENNSYLVANIA. REFUND (CR): A r.fund of a taM credit, which WI' not r.quI.tld on the TIM Alturn, IIIIY bl r.qulltld by co~pl.tlno an "AppIlOlt1nn for Rlfund of Plnnlylvlnla InhtrltMlCl' and Elhte TalC" (REV' U13), APpllc:.\1on. arl avallabl, at the OfficI of the Alglltlr of Willi, Iny of the 23 Rlvlnul DJltrlct OfflClOI or fro" thl DIPlrt..nt', 2~.hour anllwarlng ..rvlct nUMber, for foru orderlngl 1>'\ Plnn.vlvlnla l-eOD-36?'-i!OSO/ outlJdl Plnrilylvlnla and within locIl Harrllburg .r.a (717) 787-ft094, TOO. (717) 77Z.ZZS2 (Haarlng IMPIJr.d only). REPLV Tal DISCOUNTl PENAL TV I INTEREST I Qu..Ulln. rlglrdlng Ir.'or' cont,dn,Lt on thh notlc. .hould ba addrlu.d tOI PA OIPlrtnnt 0' RevlnUl, lIureou of Individual hMII, ATTNl PCllt AI......nt Plv)ew Unit, 02pt. 2&0601, Harrhburll, P,t, 17121-0601, phnn. (17) 787"6&05. If an~ hlC due 11 paId within thr.. (5) c.llndar liltJl1th. after thl dliloed.nt'. dllath, . flve perclnt (SiCl dhClount of thtl hlC paJd 11 allow.d. The 15~ tllK a~nelty nonRp.rtlolplltlon penalty 1. cOMput.d on thl tot.1 0' thl taM .~d Int.r'lt .....I.d, Ind not paid b,'orl January 18, 1996, tnl 'Irst day after the snd of tnl tax ..ne.ty period. Inter..t I. charged blglnnlng with fJr.t d.y of dellnqu.ncy, or nln. (9) ~unth. and on. (I) day froe the date of d.ath, to the data of pav.ent. TalCII which b.Ole. d.llnqulnt b.for. Janu.ry 1., 1982 be.r Int.re.t at the rat. of .Ix (6~) plrcent p.r annul c.lculated at . d.lly rate 0' .000164. All teM~' whIch b'~I.1 dellnqulnt on and aft.r Janv.ry 1, 1912 will bl.r Intlr..t It . rat. which will v.ry ~ra. c.l.nd.r vI.r to cllendar y..r with that ratg announoed by the p,t, Dlpart.lnt of R.v.nue. Th. applicable Intere.t ratl' for 1911 through 1991 aral "'-tlr Intlr..t Rat. DIlly Intlr..t Factor V..r Interut Rate DaJly Inter..t F.ctflr -- 1912 20% .000S48 1'987 9~ .000247 1915 16:< .000431 19811-1991 11% .000301 191ft 11:< .00U301 1992 9% .000247 1915 15% .000356 1993-199~ 7% .000192 19.6 10% .00017ft 199&-1991 OK .OOO2~1 --Int.rut II c.1culatld .. 'olloWIl INTEREST . BALANC~ OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR -.,t,n~ Hot1ca I..u.d a,t.r the t.M b.co.I, dllJnqulnt will refllct an lntlr.lt cllcul.tlon to flft..n (IS) day. btyoMl th. dlte of thG ........nt. If p.y..nt It ..dl .fter th. Int.rut COlIPutDtioll dltl Iho,," on thl Hotlcl, lKidltJonal Jnter..t .u.t bl cal(..d.tod. ~ -"...__-._...._."'r~:....."T'I"Ill.,Jll ~_ r' J. , ' ...........! "'01 ""f" - I PUIlfIOSE Of' NOTICE, To fulfill the raqulrl.-ntt of hctlon 114D of the Inheritanol md ~.tatvl Tax Act, Aot 21 of ,1995. (72 P.S. SecUon 9140), PAVHEHT I DIItllOh the top portlanof thh NoUel and ,ubMlt with !lour pay.."t to thti R..1ttlJi" of N11l1 print" on the reva,... llde. --Hokl ott.ctt or ItUMY ord.,. payable tOI REGISTER or WILLS, ACENT. REFUND (CR) 1 A r.fund of 8 tax (If,.dlt, which wu not r~..tRd on the tllX r.turn, aay ba ,..qUelted by CltltIPiaUno an "Appl1oatloo for R.fund af P."",ylVlllfllll ~nh.,.Homc' and E.tat. Tax" (REVM1513). Applloatlon. era 8\'allabll at thl OfflcI of t.,. R,uhtlr of WIUI, IM'!Y (1f the 21 RII\I~ Ohtrlct Offlc.. or by ellUng thtl .p~J.l lit-hour .,....rlna .arylel ~r' for 10,... ord_,.!n;l In P,~\~Ylv.nl" ~~eOO-362~20SG, out.ld. Pannlvlvenlft Ind wlthin looal Herr-hOOrI8,." (717) 78"-8094, lOnt 017) 17l-2ZSZ (Hlarlng IlIplllrad Only), OBJECTIONS I Any party In Intarll.t 110t uthf1ed wllh the apprel..lHmt, allowam:. or dlnllowance of detJuc::tlan. or a.....Mnt (If tex Onoludlna dhoount or Intere.t) 8. .h~ on this Notlo. .ay obj.ot within .1xty (M) dl!lYI of r.c.lpt of this MoUe. bYl Rnwrittan prot..t to the PA Oapl!lrt..nt of R.v.m.., Board of Appeah, o.pt. ZIlI021, Harrisburg, 11'", 171Z8-1021, OR -R.l~tlna to have the .atter deteralnQd ~t the audit of thl account of the per.onel raprs.entltlv., OR _wl\Pp.wl to tha OrphM.' Court AUtUN- ISTRATlYE CORAf.CTION$I Fectufll error. dhcovsrltd on thh ns....lI8flt .hould be addr....d In writing tOI PA Dapert.."t of. R.v~, Bur.flU of Indlvlooa,tra.>llfl, ATTHI POlt A......ant R.vlew Unit, DEPT. l8i1601, Hal'l'hborg, PA 171i!8R060l Phonw (717) 7.'w6S05. S.e P&ll~ S of the booklet "Inltructlon. for tnh'rlt~. ll!lx Return for a Re.idant Decadent" (REV-ISO!) for INl 6lxplBMHon of fHhllnhtrlSUvoh cOrl"l(ltl!lbll .rror.. III SCOUNT 1 If .,,~ tal( due !s paid within thr.s C\) calsndar ItOtlth. after the dtteldvlt.. death, . flv. ~rc.nt (S;() dllcomt of the taw; plld II aUnw.d. PENAL TV I The 15): t/l)( Mn\Ilty nooRpartlolpaUon panalty II tlotipUtad on the tptal pf th. tal< Dnd Int.n.t as....ed, llI!nd not paid bafor. J......rw 18, 1996, tM fir.t day after the .00 of tt. h)l NM.b p.rlod. Th1l non-p.rtlcIPllt101't penlllty 11 appftfllebll In tM ..au .lIIOn.r and In the tM ,8lIfI tilla p.rlod .. ~ou would appall tha tel( end Inter-alt thBt hBI be4n .......d .. Indloflt.d on thl. notlc.. INTEREST I Inter..t II chlirgad btlalnnlnu with flr.t day of dal1~y, or nine (9) IIlOOth. and DOl (1) day frOll the dIItl of de.tn, to tr.- dtlt. of paYHnt. hlC" which bee... d.lIn<f1JMlt lMfor. JlflUIIry 1, 1982 Mar' Inter.lt .t the ,.t. of .Ix l6;(} plrCl.nt ,.-r &nI'~ c.lcul.hld It . dalh r.to of .00016'1. AU t.I<.' whiCh MOM. delinquent 00 or aft.r .Ianu.:y I, 1982 will bear Interut lit II ('lIh which will Y.r~ fr. C1.1~.r y..r to clll.ndllr y.ar with that rat. announcad by thl PA o.part..nt pf R.~~e, lhl applicable Int.r..t rat.. for 1982 through 1991 Ir.l V..r I"t.r..t Rllt. ball y Int.rut Fectar V.ar tnt.r..t Rat. DI!lIlY Int.r...t FlHltor ltat ,,~ .000548 1981 ., .000247 1915 l.~ ,ODOUa 19aa~199l '" ,1)00501 19" U:<: ,000101 1992 9~ .aOOZ., 19115 In .000556 1991-199-\ Ii .000192 191k\ IO~ .000214 199!i~1991 9% .000247 ~"lnt.,'eat II calcuhtad 00 followlI INTEREST = BALANCE OF TAX UNPAID X ~BER OF DAYS DELINQUENT X DAI~Y INTEREST FACTOR --Any Notlc. luOlld aft.r the t.lC blcOMI cMlInquent will r.flHt WI Intel"..t calcul.Uoo to f1ft.... ns) .~. beyond thll Ate Gf the .1II....."t. If pllYHnt II ..... aft.,. tM Int.r..t f,OIlPlIt.tion dlt. IhcMfn on tM Notle., ~ltlonal Inter..t .u,t be e.l~ul.t8d. PIIlf'OIE Of NOTIC1!1 To fUlfill the requir..."h of Section 2140 of tlw Inherltanoa &lld E.tat. Tal( Aot, "at tl of 1995. (12 P.S. SeCl'tlOI1 9140), PA'lMENTI DetDOh the top portion of thlt Notlc. IInd lubII1t with your PIYHnt to thl Rlaht,r of N11l1 print" on ttM ra1,l.ra, dde. _M HM. en.ck or- ~v orftr pay...l. tal REGISTER [jf WILLS, AGENT. REFUHD (CA)1 II refund of . taM crllld1t, which 101.. not r.~.t.d on thu tax r.turn, IllY ba retqu.IUd by co~l.Unu an "Application for R.1und of PennsYlvlII'Ila Inharltenoa and [stat. Till(" (REV-13l:5>' App1JC!ltlonl er. IIIvallabh at the Offlol of ttll R..1st.,. of tHUI, any of the ZS Revenue Dhtrlct Offiolu or by call1nll thu 1,,",la1 24-hoUr IN'l.werlng ..rvlel ~r' for for.. ordldngl In PennlylVlIOla 1-800-162-2050, outsIde Plnn.vlvanla and within local HfIrrhburg lIroa (17) 787.a094, lODI (117) nZ-Z2!il (Hearing I_ralf"ld Only). OBJECTIONS, Any party In Int.r..t not Ililllthfhd with tho nppralu..nt, allOWItO<1I1 or dhallowenc. of deiJuCtlonl or a.......nt of t.1e (including ahoount or IntDr..t) 81 lhown on thh Hot!Cl8 Mey Object within Ibb (60) daYI of rll<l.lpt of thh MoUe. bYl ~~wrltt." prot..t to the PA Dapart""t of Reva.nue, Board of ApIllal., Dtpt, 281021, Hflrrlsburlll' PA 171Za~lozl, OR --llectlnll to have thtl .aU..r dahrtllned at ~ 1llUd1t of the account of thlll pur.onfll r.pr..enhtlye,. OR ~-apflellll to the Orf.tt\8l'l.' Court ADHIN- iS7RATIVE CORRECTIONS: Fltctual .rrors dhcoy.red on this ......lNnt .hl,luld bfl lIddr....d in wrltlng tOI PA O.part..nt of R.y~, B\lr.1M.l of lnellylduflll Te)(II, AnNI Po.t h.......nt Raylew Unit, DEPT. 280601, ttllrrhbllrll, flA 1112a-0601 PhOM 0'17) 787-6505. So. pit".. S of the booklet "InltruClUon. for Inh.ritlm<:. TalC Rlturn for tI R.-id.nt o.c.Mot" (REV-ISO!) for an elCpllMllltlon of adlllnhttlttlve1y cl)rreet!libl1 IDrrorl. DISCOUNT. If lW\y t.x dull it paId within thr.. (;S) cal.nelar IJ<<lth. anar the decedtnt'lI death, . fille plrcent (SjC) dl.count of the taK paid I. allowed. PENALTYl The lSX hue _n..tv non-partlclpatlon pima 1 tv h oo~uted on the toted of th.. tal< IlOd Intare.t ....."ed, and not paid bet'or. Jenuarv 18, 19'16, tn. first da~ after thft I/IInd of ttlt! talC llM'luty ~rlod. Thh non-plrt1elpaUon PlMI tv h appealable In thtl .... IIMrNIr nnd In the the sa.. tI.. per toll as ~ou would lIIpp8al tM tll)( and Int.r..t ttMit hllll bun I....... ate IndIcated Clf1 thll noHcI. INTEREST I lnt.rut 11 chlrged beollYllng with flret day M dellnquenc::y, or n1ne (9) IIDf1thll and one (ll rilY frOll the date of deati', to the dotte of pay.."t. Tlx.. which bee... delinquent before .NmuQry 1, 1912 bIt.r Int.r..t It th4t r.to of lhe (6;() ptlrcent per nnl"lUl'l calculated fit II dally rllltl of .000164. All tllXa. whIch bee... dlllnquant on or after January 1, 1932 will bIIvr Inter..t lit . rllt. which ...Ul vary frOll Clllllandar y..r to calNldllr year with t"at rllh fIMOun<:.d by the PA Depart.ant aI hvltrtU8. TlMl appllcabh Int.r..t reta. for 1geZ through 1991 aral Vellr Int.r..t nat. DaHy lnhr..t Feotor VlIllr lnt.r."t Rat. Dally lnter..t Factor 1962 20~ ,000548 1987 .. ,000247 na! 16~ .DaoUe 19&1-1991 U:C .000301 19M IH: .000101 1'''' 9~ .000Z41 1985 In .0005'" 199!-19~ 7~ .00019Z 19M m .000Z7" 1"'5-1997 .~ .OOOt47 ulntare.' II cfllculatad .. foUlINlI INTEREST = BALANCE OF TAX UNPAIO X NUNBER or OA~S DELINQUENT X DAIL~ INTEREST FACTOR --Any NotJ~ hlUMl aUer tho tax bll<l0II81 dal!nquent ..Ill r.fleet an intereflt calculation to ,1ft..., US) nu btyond the data of tm ......Nnt. If pavwen\ h -.de lifter the Intl\!rfllt "'OIIpUtltlon ct.te Ihown nn the Notle., IIddltlonal Interalt KIst bl Clalculated. PURPOSE CIF HOlICE I PAYMENT' RffUt.iD (CR)! OBJECTIONS, ADfllIN~ ISTRATlVE CORRECTIONS: DISCOlMT f PENALTY I INTEREST I fa fulfUl tM reQUlrtlHntl of "ctlon 21,.0 of th. Inheritanol ~ Eitit. Tax Aot, Aot 21 of 1995. (,.~ tI,S. 'lOtion '140), DltMh tM top portion Clf thh MoUel Met ,ubIlJt with ~our PIYMIlnt to the R..ttt~r of WUlI prlnttd on the r.v.r.. .Ide, ,n _. chttck or IJOMY order polfebl1 tOI REOISTER Of WILLS, AQf,n. A r.fund of . tlliX credit, which wu ntot rltqt.Mltad on the tax r.turn, .IIY b. r.qua.tld by CLlllpl,t111V "" "AppllclUon for ~'f\a'ld of Plnnly!v."l. InharUancI and Eltat. Tax" (REY~llU). AppllcllItJonl .r. RYlIllabla at thti OfficI of the ROIlat"r of Wllh, BnY nf th4l U R.v~ DhtrlClt Offl(l'" or by cfllllna th4l IIpeele1 2it~hour en...tr~ng .....vle. nUlb.r. fo~ for.. ordering, 1n ParMI,yl".n'. 1-800-l62-105D, out, Ida Panolylyftnla and within local Hllrrbbur'JI .rllD (717) 787-11094, TDDl! (717) 712-225l W..rlng Ittpaired Only)'. Anll party In int.rut nat IIthfllld with tha ep.,r"ts...nt, tllll)wanc:a or dlullowMca of duduotlon. or ...u.-.nt of blM (Jnn1udlng dhcooot or lnt.r..t) .. shown on thh Notica 1111)1 lIbj~t within ebty (60) IMYI 0' rlCaipt of thh Hot1c:. bYI '''Wl''ltt4Ml protut to the PA Dllpart.."t 0' RavlM'IUa, Board of App.als, Dept, 261021, Hllrrhburw, PA I71n-lOU, OR --a1lCUng to hltva tha ..thr dotar.ined ot tn. audit 0' the account of thl par.ona1 r"'r..~tIlU\,l', OR --appI~l tn tha Orphan.' Court FlCtull .rrors di*cov_r.n on this a......~t should be addr...~d 'n writing to: PA Dapartaant of Ravenu., ~Ira.j of Indlviou.l TaM'., ATTN: Po.t A.......nt Review Unit, DEPT, 280601, Herrl.burg, PA 17128-0601 PhoM (717) '717"6505. S.. p~. 5 0' the booklet "In1\truatlon. fllr InhlDrltanoa Ttll( Ratul'n for.. Ruldant o.eadwlt" OlEV-150U for" .MPlonat!cm of adalnhtraUv'h (Jorreetablo .rrol'.. If MlY taM du.. Is paid within thr.. (]) c.land.r aontha afhr tl~ lM(j.dlnt'. d~llth. a flv. parcent (Si() dltcOUnt of the taM paid I. allowed. Tht 1St tax ..,..ty non-partlclpaUon p*lalty ill COllpUt-.d on the tobll of tha taM aod Inhr..t .."..~, and not ptlld befllra January 18, 1996" the flr.t dey .ft"r the and of thlll tax I!lanuty purlod, Thh non-partlolp.tlon pantt1ty b I!IfJpttlhbla In tn. ..a .ennflr BOd In t,,, tt. .... tllM p.rlOl:l .. you ~ould appa.l t9MI tu WId Int.r.,t U~t h8. been ......~ a. Indlo.tadon thl. notlc., Int.r..t b oherged b4Iolnnlna with Ur.t duy of ~lInquanoy, or nlM (,) IIOnth. nod one (1) day frM the chtta of dotn, to the data (If paYMflt. hM" which b~... d.ll~t brlfora JlN"IUarv I, 1982 ~ar Intar..t It tt. rat. uf .11< (6~) parcent p.r ~ calcull1teu at II clelly rata of ,OaOl". All tIM.. Nhlch bee.a delinquent on or aft.r Jenuary 1, 198Z wUI bear int.r."t .t a r.ta which will vlry frOll o..lendlir y.er to c.1.ndar y.ar with thnt rat. Illf'IfIOt.lIl(lId by the PA D.p.rt.~t of RavlVtUa. Th. ..,.pllCabla Int.r..t rat.. for 1982 through 1997 ar.l ~ Interut Rata nally Int.ra.t Factor Vaflr Intarut Rat. DdlY tnt.rut f~tor 1982 m .Ob05U 1987 9~ .000241 1m 16X .0001>>51 1988-1991 \IX ,000501 1!114 m .000301 1'" 9X ,000147 1985 lOX .00DJS6 1993-1994 IX .0001'2 19" lOX .000214 1995-1997 9X ,000241 --Int.ra.t 1. calou1.t~ .. followlIl IHTEREST . BALANCE Dr TAX UNPAID X HUKBER OF DAYS DELIHQUEKT X DAILY INTEREST FACTOR ....Anv Not1~ IItNad .ftar the tlM becoM. dtlllnquent "Ul r.flllCt ., Intaraat ~lliIUlatlon to flft"" (}s) _. beyond the data of the IU"aMf'lt. If plYMint II .... aftar tt. 'nt.r..t COltpUtlUon dIIta IhoWrl on the Not1~, McIIt1Dfl111 Int.ra.t ~.t bel eelculatad. PURPOSE OF NOntEI To fulfill the r.qulrHent. Ctf SlCItlon 2140 of thl Inn.rlteno. end Estate flSx Act, Act 21 of 1995. (1Z P.S. Section 9140), PAMNT I OttttCh tM top portion of thh Notice and ,ubIIlt with your Plv.ent to tM Regilta,. of ..1111 printed on tM r.v'"'' I1de. -. WI chedl. or ttONIY order paylbl1 tOI REcnSTER Of' WILLS, AGENT. REFlJrCb (tAl I A r~fund of . tax or~tt, which ~.. not r.~.ted on the tax r.turn, ..v bl requl.t.d by oOMpllting en "Application for R.fund of PlnnlylvJW1la Ir'lMrltancl and Eltat, Tax" (REY-IUlL AppllCllttlon. ar. lyaUtbl. .t tM Offlc. of \t.. Rqhhr of W11h, II'lV of thl 2! RIVlnu. Dhtrlot OfficI' or by nlllng thl 'P.olal 24"hour an.wrll'll ..rvlol f'UIIlber. for forlll ordarlng1 II' PIMlylvanla l-aOO.]62MZ050, outllcfl; Penn'Ylvanl, and within loc.l Harrl.bUr, .r.. (117) 787-&094, TDDt (117) 712~22S2 (H.~rlng IMPaired Only), OIJECTIOHSI Any partv In 'nt.r..t not lati,fl.d with t~ appr.i....nt, .llowanc. or di.allowance of dtduGtlon. or ......-.nt of tax (IncludIng dlseount or Int.r..tl a. .hoWn on this NoUo. .ay objnct within .hety (60) dtly. of rtCI.lpt of thh Hottel. bYI --Nritt." prot..t to the PA Dep3rtaent of R.v~, IOlrd of Appelll, Dopt. 2.1021, Harrisburg, PA 17121-1021, OR --.llCItlng to h.v. the .attar det.raln.d at the audit of the ICOount of the personal rlpr..antaUvl, OR --epp..l to thl Orphan.' Court; , AOftIH- ISTRATlYE CORRECTIONS I F&Qtual Irror. dl.covlr.d on thl. ........nt ~ld be addr..f.d In writing tOI PA OIp.rt.-nt of RIV~, Bur.MI of Individual TaM.', ATTNI Poat A..I...."t Rlvllw UnJt, DEPT. 260601, tllrrlsburg, PA 17128-0601 Phone (7).7) 781-650.'i. $.. pall. S of the booklat "In.tructIon. for Inh.rltltnClI TaM Return fnr I A.steMmt o.cedant" (REV-IS01) for ~ axplanatlon of .a.lnl.tratlv.1Y earrtCItab1a .rror.. DISCotI(Tl If liMY taM due 11 paid withIn thr.. (5) oll!.,Mtar 1I(\.1th. IIftlr the decadent'. ~.th, . flv. ,.rcent (S~) d1.count of t~ taM paid I. _I lowed , PENAL TVI Tn. 15;( taM 8IfM.ty non-p.rUclpaHon penalty 11 CotlPUt~ on thl total of thl tftX and Int.rut ......IId, and not paid bafor. January 18, 1996. the first day aft.r the and of the tex ~.ty period. Thh non-parUclp.Uon penal tv 11 appaal8bl. In thl .Me a.w-.er and In Uti thl .... tI.. p.riod I' ~ou would lIpJIeal the tp and Int.r..t that hIl. bHn ......1Id al IncUelltad on thh notlc.. INTEMSTI Int.r..t h charettd bqlnnll'lO wlth f1r1t day of dtIll~y. or nl". (9) ItOflth. Md one (1) deW frOll the d.t. of death, to the data of pay..nt. TalC.. which b.e.. deillnquent bIIfor. January 1, 19&12 bllr Int.r..t at the rate of .1IC (6~) percent par ennu. ca1culat_d .t . dally rata of .000164. All tax.. Nhlch ba-c... daUnquent on 0,. aft.r Jenuary ). 1982 will bear tnt.r..t at . rat. whIch MIJ t vary frOll calandar y..r to cal.ndar y..r wltll that ratl announc.d by the PA lJlPartNflt 0' R.venue. The appl10lble Intarl.1 tat.u for 1982 through 1991 ar.1 V.at Int.rut Rat. Dally Int.r..t Factor V..r Int.r..t Rat. DailY Int."lt FltOtlll' 1981 ZOlC .000548 1981 .~ .0002\1 Ita! lOX .000458 19aa-l~l 11:( ,000301 1984 IIX ,000301 199' .~ .0002\7 196' 15:< .000356 1993-1~ 7~ .0001'lli' 1916 1O:C .000274 1995~1991 .~ .0002'\7 --Int.r..t hi ClIlcul.t~ .. faUow.I INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR --Any NotlCI hlUlld .U.r the tu bee... dlllnquwtt will r.floct an Inter..t calculation t(l flft.., (U) dly. beyond ttMl data of the ......-nt.. If PlyHnt 11 1Iadt1 aft.r the Inter..t eu.putlltlon data ~ on the NotJel, addltlon.1 Int.,...t lU.t be calculated. ,-,.._, ({-) I P\JllPOSE OF HOllCEI to' \'u1fUl thl 'reqUlnj~~1 of slcUon 2140 of thtl Inhlrlhncll Wid Elt,te TIX Aot, Act. U of 1995. (12 P,S. SecUon 911\0). tllitacn thti top portion of thit Hotlc. and I\JbIIIt with your pay""t to the Reghtlr of Wl1l1 printed on the r.\larl' Ilch. ,u Heka oheek or IIOMV order payebl1 tell REGISTER Of WILLS, AGENT. PUMEN11 REFUND (CR)1 A r.fund of II tax crI'ldlt, loIhlch wu not r.qullt.d M the tax r.turn, IIII!11V bll r'Qtl4lltCKt by ClOlllplaUng an "Appllo.Uon for Refund of p.nnlylllMllII Inh.dUnc. and E.tlte hx" (REV~13U)' Appllcflt10ns are e\lellable et the Office of th4l R.gllt.r of Willi, "''1)1 of the n 11.\laf\U' District Offle.. or by call1nll thl .paelal Z4~hoUr en.w.tina IGrvlc. nutltttIr' for for.' Ot'd.rll'ClI In pllf'1nllylvanla 1~aOO~16Z~2050. ouUld. J'I.nrl.ylvanll1 8nd within 100111 ~.rrhbUtg atea (1111 1&1~8094, lOOI (711) '/12-2252 (Hellrlng lll\Pelr.1 DntyL OIJECi1ONSI An)/ party In Intmr..t not satl.fle.d wHh the epprah"..nt, slloWllne" or d.\llllllowMce of deduotions or allll".."t of 'taloC (including dhcount or 1nhl'''\) III .hown on thh Notice .IIY objeot within .h:tv (60) days of r.celpt of this Notice byl --l1lrlttlln protellt to the Pol u.lipartMnt of Rel/llnu., Board of App.als. Dept. 2810~1, Harrhburg, PA 1712a~IQl1, OR -~.leotlng to have the Mett.r deter.illed fit the audit of the accout,t of thll personal reprl..ntatlva, OR -~app..l to the Orphan.' Court olllM1H~ IS1RATlVE CORRECTIONS I fl!lCltuel errllr. dhcOI/t1red 00 thllt fluau..nt Ilhould be 8ddre"8d In writing tOI PA O.part.."t of AIl/OnUIl, aur.au of Individual T8X"" AnNl po.t hUII.ent Revlnw Unit, llEPT. 260601, Harrisburg. Pol 17121l~0601 Phone (11) 181-6505. S.. paU- 5 of the booklet "Instruction. for Inher1tftnc. TilloC Return for l!lI R..lclont Decttd<<lt" {REV~15Qll for ftn explanaUon of lttIlIlln1ltrt\Uvely cOI'reohbl. error.. If ."y tell due 11 paid within three (l) c8londar -.cnth. after thll deced.nt'~ death. II fllle p..rclnt (5:<) dla<:OI6lt Qt' thl t.)l p.ld II .llow.d. The 15;( tflX untIst"; nDfl~pal'tlclp.tlon penalty 11 cOlIPutlWi on thtl totf'l! of the t.1< nod interut ....lIed' nncl not paid baforl Janvery 1&, 1996~ t~ flr.t day aft.r the end of t~ tax .Mnesty period. Thl. non~p.rtlciplltlon penalty I' ~.alabl1 In thl .MM\ .aoner ar.d In t~ the 'l!IIHI ti.. period 1111 you would I!IPpel!ll ths tPl end Intllr.st tiwlt ha. bI~ ......ad .. Indlolllted on thlt notlc.. D1SCQUNTI PENAL TVl INTEREst I Intaralt II chllrpd bllalmlno I1llth firlt OilY of delinquencY, or nine (9) ItOflth. IInd 001I (1) day fro. the det. of daath, to th41 date uf pay,.",t, Tax" which bilKla... dellnquent bIIfar. Janu&lry 1. 1982 Mllr Intll'..t at thl rab of .b (6;() perc.nt per IVV)UII c."l<lulllted l')t a dlllly rat. of .000164. All taw... wtll~h ~ClllN cMllnqulnt on 01" aft.r Janul!lrY 1, 1982 will blllr Inter..t at a fate which lIltl "~rV frOll cal.ndllr Ylar to calendar Y61lr 11l1tt'1 that rate nnnounced by the PA Depart..nt of F::ClV~, Tho appl1cltbl. lnter..t rat.s for 19a,'l: throll(fh IfJ97 l!lIrll V..r Interlllt RlIh Dlllly tnt_rut fector ~ lnt.rut R~t. DallY Inter..t FltOtor 19&2 20:< .00OS4~ 1981 .~ .000247 19.3 16:.c .000438 19U~1991 11:< .000301 1". 1\' .000501 ,.., .~ .000247 1915 l!X ,0005506 199~d~ r< .000192 19" lOX .nOOZ14 1995~1991' .~ ,000247 --lnt."I"t Is Clllcuht.d .. follQol1lSI XKTEIIEllT a BALANCE OF TAX UNPAlD X N11KBER OF OAY8 OELIIIQU!:KT X DAILY INTEREST FACTOR uAny MoUc. t..UId dhr- tM tp ~I dlIlInquent 111111 rllflKt WI Int.rnt calculation tu f1ft.." (lS) nv' "yond the data of thII .",e"Mint. If p.~t 11 Nde aft.r the Int.rut e~t8Uon dlit. tho"" on the Notlct, Mktltion.l Inter..t IlOst be c.lculatlKi. PURPOSE OF NOTtel! I To f~lfl11 tn. r.qul~'.ent. of I.otion 2140 of tn. I~.ritftno. and E.t.t.Te~ A~t, Aot 21 of 1995. (12 P.'. hcltlon 9140). PAVfEHTI Dtt.oh the top portion of tnt. Hotlo. ~ .~It with your pay..nt to the R,glat.r of MIlla p~lnt.d on tn. ,..ver.e .tete. ww Hak, en.ok or ~y ordAr Pftyftbll tOI REGISTER Of MILLS, AGENT. REFUND (tRl I A rllf\N af I tile credit, wh1ah w... not reque.t.d em the h,x r.tur'n, .my be raquelt.d by cDllpl.tlng an "Appllcatlon for Rduncl 0' PIM.Ylvanla Inhwrltnna. and Eltlstl Tftl(" (RlYMU1!). ApPllclIstlona au .vallable at t~ Offlc' of tM R.ghter of WilIt, MY 0' thll ,~ AevllOO. DhtrlClt Offlc.1 or by Cll'lll1ng thlt ~clal Z4Mhotlr M.....r1ng ..rlllClI nUllb.r. for 'or.. ord.rlngl In Ptnn'Ylvanht 1-8110M]6,-lOSO, oubldfl Ptnrtly!v."hl Md wHhln 10081 Herrhburg are. (717) 787-8B~, TDD. (717) 772~2Z5? (~ar1ng hlpair.d Onh). OBJECTIONS I Any par'ty In inter.et not lat1r.flod with the appral....nt, allowance or dlullowanc. 01 deductione or ........"t of t.w (Including dhClount or IntClrutJ a. .hown on thll Notioe .ay ObjuClt ..lthln lIhcty (60) day. of r.-cltlpt of thll Notlc. by: --wrItten prat..t to tn. ",t, Dflpart.."t of R.v.,'IlHl, Board of App.als, D.pt. 281021, Ha!"rhbuf'll, p,t, 11128-1021, OR -"alClCltlng to hav. th. utter deter.tn.d at the audit of the &cClount of the per.MIII repr...ntl,Uv., OR --BpP.al to the Orphan.' Coyrt ADHIN" IS'rRATlVE CORRECTIONS I factual error. dhcovarlld on thh all.Ulllant should b. l'tddre".d tn writing tOI PA llllpllIrtlHlnt of' R.v.noe, Byraau of Individual TiI~a., AnN, po.t Auu...nt Ravl.", Unit, DEPT. 21\0601, Harrhburl1l PA 17128-0601 Phone (717) 787-6505. S.. pip 5 of the bookht "In.trucUon. for lnherltttnc. Tax R.turn for a R..ldnnt o.~t" (REV-l!i1J1) for an .It:pl'''IIUon of ad.dnhtr.tiveiy cmrrltClhtbl. arrore. DIStOUHTI If eny tllX due II peld within thrCle (3) Clahrld.r IKintho aft.r the d.e.dent'. d..th, !I fivII p.rcent (5iO dbaaunt of tll4ll taM paid It allowed. PEJ'.ALTV, ThI ISX tax ~.ty nonMpartlclpatlon pan41ty I. cu.puted on the total of the tax and Int.r..t ......~, and not paid Mfor. J8nuarv 18, 19%, thtt flr.t day aft.r the ttrnl of thlt b~ ....,..ty period. ThI. non-pQrtlolpaUon P*Ml hi it BflP..labl. in the 'MIII filllnntlr ood !n thtl tha 1ft... tiN per loc:t 8. )IOU would 5flPIItil t~ tQ Ilnd Int.r..t ttwt hit. been .......ed a. indicated on thh no1:h:a. IHTERESY I lnt.rut h chertett btlglnnlne with flrat day of d41Unquency, or "iOll (9) IIOnth. and OM (1) day .rOll thlt date of d..th, to the data 0' paYlMnt. TaWil. whll:1h b.c:aIHI delinquent Mfara Jenuwry 1, 1982 be.r Interut at tha rat. of elle 16;() peraltlt flar anr~ calculbt.d at a daily rate of .000164. All taM.' which b.c.. d.UnctINlt nrt or aft.r January I, 1981 wIll bear Jntel'..t lit II rete wM!ch will vary frOl oallNldtu' 'ylar tll tf.ll...,dar ~..r with that rete annuWlCed by the PA D.pnrt.."t of ~'VIlOOt. n... applicable interut r"te. fur 1982 through 1997 arll ~ Intllra.t Rah OI\Hy Inhra;at Factot Vur Inhll'..t Rat. Dally Intorut FlKltor 191Z ZOX .000~4a 19&7 9X .01lOt47 1965 16:< .01l043ft 19aaMI991 It:( .00a301 19" 1lX .0110101 ,.., 9X ,000247 1985 13X .0110356 199]Ml994 IX .000192 1986 lOX .000274 19'95MJ997 9,X .000247 ~wlnhr..t 11 c.lcubtfld .. fal1(Moj,I INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR MWAn)l Notlca hllMd .U.,. tn. tax btoOMlIl delinquent will reflect an lnt.rut C181cuhtJon to fift.., (5) dly. beyond thtt l.Iatfl of the ...."Mnt. If P'YHnt II hdt .lter the Int.r..t caput.Uen dat. .oo.m on the Notte., additional !nt.r~.t ~,t ~ calcultt.a. (;1, CUI i: .. '~, r ih;' -B~ r ... ,d [" :19 \ _c,?~A;'~..' Folel at line over top of onvolope to tile 11(Jl1t of Ow rpturn adelle!;s ~ ~'I#~IJ~_x,~--~~.1~~,.t;,\~~ ~ '., "'1.".1 ~- ,'l ;!c-~"''1','''' ~'.'.~'ij!::-' I", ,'e""f _...,.,.......n'" r'~--- , .... " ~f>t ; .,..,' 1t'. J I;> 'tl, r '. i ',_.1, 'l1 ,;,1, ,. , , , t I " " ....y' ,~ ; " !( .~._.' ~............ ....~.A:M~ _ u....~l! , . ) y, " ,! .." -, . CI (1\: 0'" .".... -'J( ::i c I', , I:, (I III " .., ~ , t '5 ;l i . i ! i' 1 i 1 f '5 , ~ 8 1 '5i' D I ~ ! ~, ~ ~ . 1 . to ~ Ii I, :-... ~' @ j ~ '~ " iji- ,1 'I ," -;,. ,.{", 1 t, ' It V """ ~ 'I " ,I' t, ,~ ' ,/ c, >I'" f- ' '\Ie' , " 'f .10 ,r -,,' , " -,d.1~ /' / '~ !A ., -, .. ' r ,~.. i~ ' ~. i~ I'" ~, "i" ~'--' r .-~ -:-....~... ~ "'~.111 ..,. .. . ) '1' , , ,I t:>; PAVHENTI Oltaoh tnl tOP portion of t~l. Notiol Ind "~b.lt with ~nur p'~~lnt .adl pIYMbll to the n... Ind addr... printld ctfl .hei rlv",'" .ldl, H RESIDENT DECEDENT 11M' ttheok or .an"y ordtr PIylb1e tal REGIST!R OF WILLS, AGENT. [f frfON"RESID[NT DECEDENT "Ike (lhlol< or MonlY order ply.blt tOI COHHONHEAL TH OF PENNSYLYA.NIA. REFuND (CflH II rl~und of I till credit, which we. f10t r.qu..t.d IIn thl Till Return, lIay bit r.q~.tld by (lPllphtlng en "Applic.tion far Alfund of Plnn.yllI,nill InherltMtl and Elitrltl Tn" (REIJ-l!13l. ApplloaUon. arl III1_Uabll It tht OfficI of the Regl,t,r of Hill., any of tho 21 ROlllnUI Dlltrl~t Offlc.~ or fro. the D.p.rt~.nt.. 24-hour en'Wlrlng ..rvlol nu.blr. for for~. ordlrlngl In Plnnliylvlnll 1-80Q-362-2060, out, Ide Plnn,ylvanlR and within 100al H.rrhburu arell 01'1) 787M8094, TOO II 0}7) 172-2252 ~H'lrlng hlpolr.d only). REPLY TOI QUI,tlon. ragardlng .rror. contained on thl. not lei .hauld b, Iddrl.,Rd tnl PA DlpartMent of Revlnue, Bureau of Individual TIX", ATTNl Poet AI!!"lIlllnt Rlvilw Unit, O.pt. 2B0601, Harrhbur", PA 11128-0601, phone (17) 787-6505. DISCOUNT I If IInY t.~ dUll. plld ~Jthln thrle (3) oal_ndar Month. after thl dlcldent'. death, . filii plro.nt (5%) dl.oa~~t of the taM paid 1. allow.d. PENAL TVI Thl l~% taM ..",.ty nonMp.rtlelpat1on plnalty 1. COMPuted on the tata1 of the taM IInd int.ralt I......d, IInd not paid blfor. January 18, 1996, t.hl fIr.t dey aftlr the ond of the taM aNn..ty Plrl~d. INTEREST I Intlr..t II chl!lrgld biG InninG w1th first day of dellnqulnc't, or nln- (ljI) lonth. and onl (1) day fro. thl d.tI af dl.th, to thl date of ply..nt. Ta)(OI which blOllll1 dellnCf\llnt before January I, 1982 bur intlrllt at tht rate of .1)( (6%) p.'"C:lnt per ennUi calculated at II dlllly rata of .000164. All \liMn whle;h blea.. dlUnqulnt on and .Ulr JlnUlry 1, 1912 will blar Intlr.et at a rate which ~Ill vary frD. oalendar Yllr to callnd.~ y,.r with th.t rlt. announc.d by the PA nlpart.,nt of R.v.nuI. Thl applicable Inter..t rat.. for 191Z through 1997 ar.l Ve.r Int.r..t Rllte Dally Int.r.st Factor V..r Intere.t Rite DIlly Intlrnt F.otor I'B?': 20X ,0006ttl 1987 9X .00021\7 1913 16)( ,000438 19BB-1991 11.:< .000101 1984 IIi( .000501 199Z 9X .000247 19U m ,00a356 1993-1994 IX .000192 1'16 lOX .000274 1995-1997 9% .000247 uInter..t 1. clloulatld a. follow'l INTEREST . SALANCE OF TAX UNPAID X NUNBER DF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notlol I..uld .ft.r thl taM bleo... dallnqu.nt will r.fl.at an Int.r..t celculatfon to f1ft..n (lS) dl~' btYond the d~te of th. .......8nt. If paY.lnt I. ..de aft.r the lnt.r..t cOMPUtation dltl .hown Oft thl Ntlt1CI, addition.! Inter..t Ilu.t be ClIleulatld. PAVHEHt I p.t.ch tho toP po,tl"" of thl' Notlo. .nd ,ub.lt ,Ith vou' p.v..nt ..d. pay.bl. to tho n." .nd 0<10"" pdntf'd 01' tne rever.. lid.. If R,UIPE"' PECEOE"' .Ilk' ohac' 0' ..naV ord" p.yabl. to' REGISTER OF WI~~$, AGENT, If "OIl-RESlPENT OECEPE"' ..k. ch.ok or .on.v o,dar p.v.bl. to' CO""DNWEA, TN OF PENNSV~VANIA, REfU<P (CRl, A r.fund 01 . ta. or.dlt, ,hloh ", not r..u..l.d on tho ,.. R.turn. ... b. r.qu..t.. bv DD.pl.tlnO .n .APpUc.tlDn I., R.fund 01 p.nnIY1v.nl. Inharl..nc. .nd ..t.t. ,.." 'REV-Um. Appllo.tlDn. ara mll.bla .t tho Dffl.. of tho R..I.t.r 01 "III.. .nv 01 lh. " R.v.nu. Ol.trl.t Of II... Dr fr" tho D.p.rt..nt'. ,'-hOur ......rln. ..rvlc. n",b.r' lor for" Drd.rln., In p.nn..lv.nl. I-a,'-'O'-"S', Dut.ld' p.nn.vlv.nl. .nd ,Itnln loc.' H.rrl.bur. .r.. '717l 7a7-a,... ,on. (717' 77'-"S' (H..rln. I.p.lr.d Dnl.'. REPLV Tal OU..tIDn. r...rdln. .rrDr. cDnt.ln.d on thl. n.t1c. .hDUld b. .ddr....d t., PA n.p.rt..nt .f R.v.nU" aur..u .1 In.lvldu.1 ,..... An" PD.t A.......nt R.v1.. Unit. n..t. '1'001. H.rrl."",.,.. 17121-D60l. phnn. (717) 7l\7~6S0S. If an. t.. duo I. ..1. .lthln thr.' (!, ....nd.r .onth' .ftar tho d".d.nt'. d..th. . /Iv. par..n' lOXl d1acDunt of the tllX paid 11 allowed. Th. ISX t.. ..n..tv non-partlolp.tlDn p.",ltV 1. DD..."t.d on tho t.t.l 01 tho t.. .nd Intar..t ........, ... n.t paid b.fore Januar~ la, 1996, the fir.t da~ aft.r the on~ of the tax aen..ty pariod. DISCOUNT' PENAL TV 1 UnI:.AEST I Intar..t I. ohar..d "..Innln. ,lth "ro' d.V of ..Un.u.nov, or n,ln. (9) .on'h. ",d on. (\) ..V fr.. tho d." of d..th. to tho d.t. of p.v..n" T.." ,hlch "..... d.lIn.u.nt b.IDra J.nuar. 1. lOa' b..r 1nt.",t .t tho rat. 01 .1. (m oarc.nt par .nnu. "leu1.t.d .t . d.llv rata 01 .nooIO'. Ul ..... ,hleh "'0'" d.lInquont on and .ftar J.nuarv 1. 19" ,Ill "'or Intor..t .t . rata ""Ieh ,Ill v.rv fro' "l.ndar voir to ",.ndar .", ,lth th.t rat. ",nounD.d b. tho .A D.p.rt..n' .1 R.v.nU" Th. ..pll..bl. Int.r..t rot.. lor I.a' 'hr.ugh 1.97 ,r" Ve.r tnt.r..t Rat. DallY Intortllt factor - Vair lnhr..t Rate Dath' lnt.rest flllctor 1962 2:0X .000~4a 1987 9;: .0002.47 I'" 16;( .flOO(,58 198$~1991 Uy. ,00D10l I'" IIX ,000301 1'92 'X .0002.41 1965 11:< .OO05S6 1995~1994 7~~ ,000192 19&6 101: .000214 199~'19cn .X .000247 ~-lnt.r..t h caloulated " follOWS' INTEREST m 8AL~NCE DF TAX UNPAID X NUN8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv "otl.. ,,,,..d ,Itar 'h' t" .000'" ..Un.u.nt ,Ill rofllot .n Intar"t o.IDUI.tlon to II/loln (IS) d... b'.Dnd tho d.t. of tho ........nt. If .....nt I. .... .ft.r tho Int.r..t oo.put.tlon d.t. .hown on tho "ClUt., additional lntfi'lrut Must b. calClIlahd. PAVHENTI DIUtoh thl top portion of thll NotlOI and lub.1t with your paVMant ..de Plyabh to the n... ..nd addt"" prlntlld on the rev'I"" ,Ida. If REtlDENT DECEDENT .,ke chlok nr IlOn.v ord.r plvlbl. to I REGISTER OF WILLS I AlilENT, If NON-RESIDF.NT DECEDENT Dike eh,ok or ."nlV order Plyabl, tOI COHHONWEALTH OF PENNSVLVANIA, R[tUND (CR)I A refund of e tax cntdlt, which wu not r.quut.. on the Tax R.turn, ..y b. rlqu..hd bv oOllPllt1ng an "AppllcIUon for R.fund of P.nnlVlvanla Inhultano' and htate Till" (FlEY~1SlJ)' Appllcatlonl art 11011111011 .t the Offlc. of the RIghhr of Willi, any of thl 2! Ravlnue Dl.trlet Off Ie.. or froe the DtplrtMnt'1 Z"~hour Inlwerlnl "rvlc. nu~blr. for fori' orderlngl In Penn.yl~."11 1~800~162~20S0, out,ld. P.nn.ylv.nl. Irtd withIn 10cll Harrisburg IIr.. (111) 187-8094, TOOt (111) 772wZZ5Z (H..rlng Illralrld onlv). REPLV TOI Qu..tlon. regarding .rror. contalnld on thI. nottol .hould ba .ddr....d tal PA O,plrteent of ~lvanuI, Bur'lu of Individual hll", ATTNI po.t A...nlent R.vl... Unit, Dept, Z80601, H.rrltburg, PA 111:!.~0601, phon. (117) 781-'&05. DISCOUNT I If any tall du. it paid within thr.. (ll oallndar lIonthll aftlr the dlcad.nt'. duth, It flvl p.rcent U:O dltCoYnt of the hI( paid 11 allowed. PENAL TV, Th. lSX tax ..,..t~ non-participation plnalty 11 cOllPut.d on Uti total of the hll .nd lntar..t I".....d, and not p.ld before Januat'y 11, 1996, thl flrlt dlY .ftar the and of the tall .."..ty perloa. INTEREST, Int.r.at Ja cher.ld b.glnnlng with flr.t dav of d.linquencv, or nln, (9) eonth. and ono (1) day froa the dati of death, to the datI of pay..nt. Tax.. which b.c~ d.llnqulnt blfor. Januar~ 1, 1'82 bear Int.r.~t at the rato of ahe (6iO p.roent plr a"'HIIt oaloulated .t II dally rat" of .000164. All tax.. whloh b.e... del1nquent em and after Jllouary 1, 1912 will ~.r Interut at a r.ta whloh will varv fro.. o.llndar yaar to e.l.netlr y..r with th.t rat. .n"ounc.d by the PA Ollpart..nt of R.v.nue. Th. appllolbl. Intllrtlat r.h. for 1912 throuDh 1997 .rll V..r ~nhr..t Rat. Dally Inter..t Faot!,r V,.r tnterut RIta Dalh Inter..t FIKI'or 1912 lOX .GOOS41 1917 9X ,000247 19U lOX .00045' 19ae~1991 11:( .000501 1964 11:( .000501 \992 9X .000U7 1915 UX ,000556 199!,-l994 7X .000192 , 1986 10:< ,000214 I99Sw1991 "" .000241 'I , Hln'.rut II oalculated folln,," " .. n INTEREST . BALANCE OF TAX UNPAID X NUNIER OF DAYS DELINQUENT X DAILY INTEREST FACTDR ~~Any NoUolI IDlu.d aUer thl hI( bacCl." dlllnql*lt ..UI r.f1.ct an Internt clllclulaUon to flne.n OS) diU b.yond the dttt of the ........nt. If pay.enl II iliad. .fttr the Int.rut COllputltlon date Ihown on the NOtlOI, additional Inter..t ault b. cIlculatad. PAVIEHT I Dltaoh tl'l. top portion af tl'l1l t(otloe tnd tub.1t with your pay..nt .ed. pIyltbl. to the ".H end ldelr... prlntld on thl rlVlr.lt du, If RESIDENT DECEDENT .Ik. aMok or Mnn ordtir Plyebl. tOI Ri!GISTER OF WILLS, AGENT. B' HOH-RESIDENT OECEDENT ..kl ohltCk or lonlY order plylttlla tOI COMMONWEALTH OF Pf.NNSYLVANIA. MEFUHD (CA)I A r.fund of a tlM crlutt, whioh w.. not r.qu..tld on tne TIM Rlturn, ..y b. r.qua.tld by cOMpl.ting an "Appllcltlon for R.fund af P.nntylv.nl~ Inhar1tano. and E.tatl Ta~" (REY-lS1)). Applloltlona .r. .vallabll at thl I)fUcI of tn. Rlllhter of HUh, eny of the 21 R.vanue 01ltrlot OfUoII or frOll the D.p.rt""t'. Zft-hour an....rlng ..rvlo. nutIb.r. for for.. orderJ""" In Penn.ylvanl. 1~.OO-;\62-2050, outll_ PlWllylVMla and within 100.1 Harrhburg erl. (717) 7&7-8094, TOO' (7'J7) 772-2252 (HI"ing I..ired only), REPLY Tal QUI.tlon. reglrdlng .rrar. oontaJnld un thl. notice .hould bu ~ddra"ld tOI PA Depart..nt of Rlvenu., Bur..u of IndlvJdual TIM", ATTNI POlt h......nt Revlaw lkllt, Dtipt. 210601, Harrhburll, PA 17121-0601, phone (117) 71"-6505. lI1SCI)UHTl If any t'M <iu. 11 paid wJthln thr.. (3) (lailndar aonth. IIIftlr tha d.oldtnt', duth, t f1\II percent (5:0 dltcclInt ftf the taM ~.ld i. allowad. PENAL TV: The 15~ taM IlMth' non-p.rticipation p.nalty Is cOJtPut.d on the totl,t of thl ter. and 1nter..t ......ldl and not paid b.fore Januery II, 1996, the Urtt d.... Iftlr the Itnd of thl tlM llIn"ty P.rJOd, INTERESTl Inhra.t h chllr,ad bl"lnnJng ..Ith fltlt day of dellnquenc..., or nIne (9) eanth, Met one (1) dlY fro. the dlte of do8th, to the dtte of ply.ant. TaMil whloh bec:a.. "Unttuent b"ort January 1, 1982 blar lnhr..t at the rat. of .1M (6U percent par annuli ollculet.d It I dalty r.t. of .000164. AU taMe. which bICI" dIIUnqutnt on end .ftar JlhUary 1, 1982 will bear Int.rut at Brat. lIIhloh will vary 'rOIl clltndar Yllr to clllandlr yllr wJth that rata .nnounOld by the PA Depart.tnt of Ruv.nut. The Itf)fIUcabl. Jntlre.t ,.tll for 19.2 through 1997 "II V.ar Inter..t Rite DtJly Intlre.t Faotor V.er Int.r..t Rat. D.Uy Inter..t Faotor 1982 lOX .000548 1987 'X .000l47 1915 16ll' .000ftS. 19'.~1991 11:( .GOOSOI 1914 m .000501 1992 'X .G00247 1915 13:< .000556 l"l-11J9It IX .000192 1986 lOX .000214 19U-I997 .X ,G00247 ~~Jnttr..t 11 CIIO\lllted II fol1tlloltl INTEREST . BALANCE OF TAX UNPUD X NUKBER OF DAYB DELINqUENT X DAI"Y INTEREST FACTOR --Any Notio. luuad Ifter thll taM b.oo... d.Unquant will rtfleat an intlr..t calculation to flftHn (1S) diY' b....ond the d,t. of the ...t....nt. If pII)'..nt II Mdt after the Int"..t COIlputaUon dllte ,tlotm on the Hotlce, IdcHtlonal Intlr..t eu.t tl. cllculatad. PAV":HT I DatlHlh tha tOP pQrtion of thlt tfOtlu .nCl lublllt with ~our p.~I.nt .Id. plvlbla to the n... .nd .dd,.... printed on ,he rlvlr.. 1101. If RUlbENT DECEIJ.ENT 1"1 oMok or .on.v ardor pillVlbll tC11 RRGISTER OF WJLLS, AGENT. 11 NIlIt'REIlDEHT OECEIlfHT oek. ohook or """0' ordor po,oblo 10. COHHONWEAL TN OF PENNSYLVANIA. RE~UHD (CA)I A r_fund of . teM ar.dlt, whloh HI' not r.qu..t.d on thl TIM R.turn, .'v b. r.qu..ttd by oo,plltlng an "ArflllolUon fo,. ~Ifund of Ptlnn.ylvanll Inh.rltancl and E.t.t. TIM" (REV.UU), AppllaaUona .r. 1""Utbl..t the Offlo' of thl Rlgl.t.r of Will., any of thl 25 RI"'.nut DI.trlct Offlo.. or frol thl DepI,.t..nt'l 2'~h~r .n,vlrlnt ..r",lo. nuab.r. for for.. ord.rlng, In P.nn.yl",.nl. 1~'OO~3'Z.Z050, out.lda .P.nn'Ylv~,lw and vi thin 100.1 H.rrl.burg .r'l (117) 7a7~ft09', TDOI (717) 772-2tSt (H.~rlng IIp.lred onl~). REPlV Tal OUt.tIQn. r.glrdlnt .rror. contlln~ on thl. notlol .hould ~. .ddr....d to: PA O.p.rt-.nt of RQv.nue, lur.1U of Individual 18MII, AnNl po.t A........nt Rlvl.w Unit, D."t. 2&0601, Hlrrhburll, PA 1712a~O'Ol, phone (7171 717-it,SOS. OlSCO\JNT I If ~nY tlM dUt I, pIJd withIn three (31 olllnd.r lonth. Ift.r the d'old~nt.. d.ath, a flv. p.ro.nt (S~l dl.aount of the till pIld II Ql1awed. PEN"t.TYI the 1'~ tlX .-na.ty non~pertlGlpltlQn Plnllty I' oo.,ut.d on the tot.l of thl t.x end Int.r..t .......d, Ind not paid blfor. January II, 1996, the flr.t d.y aft.r the and of the tak elnl.t~ p.rlod, INTEREST I Int.r..t " ohlrpd blglnnlng with Ur.t dlY of d.ltnquIMY, or nine (9) ..onth. ltnd 0"' (1) d.y fro. the dlt. of d..th, to the d.te of pIVIlI.nt. Till.. which beaee. d"lInqu.nt be for. January 1, 1982 b.". Inter..t It tho rat. of .IM "iO percant ~r InnutIl clloulated at . d.lh rat" af .000IM. All tlM" whloh bI<I... dtl1nquMt on end .fter ~ry 1, 1912 will bll,. Int.r..t .t a rlt. Nhlch will ",ary frue cIl.nd'r vlar to clllnd.r v..r Hlth th.t r.t. ~td by the PA o.plrtaent of N.v.nue. Th. applloabl. lntlr..t rat.. for 1912 through 1997 ar'l V.er Int.rl.t Rata b.llY Int.r..t Flotor V..r Int.r..t Rlt. DIllV Int.....t Flotor 1912 fo; ,POOS'" 1'81 OX .DD02H nn l'~ .0OO~5I l,aa'1991 llX ,000501 1.14 m ,000101 1992 ,~ ,0002:47 1915 lS~ ,000356 1995-1 '" IX , 000192 1.66 10;': ,000274 1995.1997 ,~ .OOD21t7 ~~I"t'r..t h elloulllt.d o. followl I INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF OAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notlc. i..u.d Ift.r the tak bleo... dellnquent will r.fl.et an Int.r..t aaloul.tJon to flft.1n (IS) d.y. beyond the d.te of th. .......ent. If pey..nt I. .tct. after the Inhrut e~ut.t1on d.t. .no..n on thl Hotlo., eddltlon.l Intlr..t IU.t b. clioul.tad,