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Home My WebLink About97-00147 , ... o G) -& 1ft u.a . o Z t~AtfH Of Pt:~lvtVAHIA Dt:PA'HHr.H' Of R"~VlHUf IURt::AU Of IHDIVIDUAl U'<(U PEP'f. 1111401 HARM I SIURO, I'A 1112..0601 *' I (, . (((J I () INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. ACN DATI! 21-91- 147 97103017 01-23-97 "'-11-'\' II '" 11-"' EST, OF PAUL A SHENK 5,5, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o T!lUST 00 CERTlF , PAUL B SHENK 322 FAIRVIEW ST CARLISLE PA 17013 REHIT PAYHENT AND FORHS TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HARRIS SAVINGG BANK ha. provld.d the O....rt.."t Ioflth the Infor...tlcn II,tad below which hili b..n Uled In cfllculatlna the pot.nU.l taM du.. Th.lr r.oord. Indloate thet at the d..th of the ahove d.c.dent, 'Iou war. . joint own.r/bon.f1olary of thAI 1IC1C1ount. If YOU fHI thlt Infor..Uon I, Inoorr..ct, ph... obtain wr-ltt.n oorrlotlon fro. the financial In.tltut1on, attach a ('.OJIY to thh for" and return 1t to the abo.... addr.... Thlt account Is tlMflbll In ac(;ordane. with the Inh.r1tanu Tay. lawl of the Co..onw..lth of p.nnflylvlnl.. Qu..tton, M"y be fIfI.WlIIIKI tw (\.11lng lflU '''i~rUU. COMPLETE PART 1 BELOW . . M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. IIl-62-265296 Deta 05-05-95 E.toblhh.d Account a.hncI 3 .092 , 61 P.roent Ta..bl. M 16 , 667 AlIOUI'It Subj.ot to Ta. 648,78 To. R.t. M , 15 pctentlal Ta. au. 97,32 PART TAXI'AYER RESPONSE [!J I~AJtUR~TClR..IlOfIt;\U&;j;'*tX" ~"CI"I!Xc:I~LtAlC.. A$S!SSHUT ...1>>.0" THX8.~Xc.!..J A. 0" Th. flboYII lnfnr..Uon &nd hI< dull it corrlct. l. V04.1 "'V choo.. ta rallJt ply..nt t('l thl Raght.r of WIlls w1th two ~Ophl' (If thil flfJtlc:e to obt.Jn . dhc:ount or avoid Inhr."t. or YOU IIlftY check ball "..... end return this notlc. to ttM RIghter of Will. and .... officIal al,.II..ot will bo i,.u.d by tn. PAl D.p.rt.~t of A.venue. To In,u'" prop.r credit ~o 'lour .ccount, two (2) copla. of thill notic. .~..t aoco""any your pay".nt to the Reghter of Willi. HIMt. check payable tOI "R."ht.r of Willa, Agent". t+OTEl If tu pllYlIllnt. er. .ltde within th,'" (S) IIOllth. of tn. d.c.n.nt'. dlt. of d..th, you ny dlWlU(Jt . 5;( dltcount I1f tn. t.K ctua. Any InharJtll(WII hl< dUll will blKlHI rlellttqUM'lt nine (9) -.o"thll eft.r the dllt' of a.th. [ C~~~K -.J SL OCK ONLY s. 0 Tt.. ebn"'l ....t h.. been or will be r.portld and hM pllid with the PlHV'l.yl"'....t. Inh,r1tanc. hI( r.turn to be fllltd by the decad."t'. r~r..&ntat1v.. C. 0 The ftto"', Infor..t1on it In<lorrlt<lt Ind/o~ebt. ttnd d.ductlon' were paid by yOIJ. You ItUlt oMPI.t_ PART CD IW\d/or PART ~ b.low. PART ~ DATE DEBTS AND DEDUCTIONS !>All 1 "~2 . $ (; "':5';'" 11 , , ' 1_ e CLAIMED '.. ,'!ll'fllC14lUSE . ONLY... ClM~ '. r~p~f~R!~ENT (lF~E~E~IJ~, ,ii .. ,'~""1""~' ._........d~._'_~ ........~' ""~ ";-;:.: , ".,',:,:':::: If you indicat. I different t.x r.t., pl.... .t.t. your relation,hip to deeedentl I' , PART ~ TAY DFTIIIIH . I'III4PIIT6TTn", lINE I, D.t. E.tabll.hed 2. Account aalance 5. Percent T..abll 4. A.ount Subject to Tlx S. Debt. end D.ductlon. .. A~t Taxabl. 7. Tax Rat. a. Tlx Du. nF TAY n", .IDT"'T/TlllIllT Ar.CDU"'T!l 1 2 3 4 5 , 7 a M "'... M ,,",;,i ,."::"<:~ - ---' _F TOTAL I Ent.r on L1 nl 5 of T.. Co~putltion) AMOUNT t . PAID PAID ~ PAYEE DESCRIPTION - Und8r pan.lti.. of perjury, I deolar. that thl flct. I hlv. reported CO"l~~~O ~e b._~t Qf,l1lY kno~ldg. and blUef. HOM~. (7 [7 TAXP~~hA~O~~:i/t (.P1' abOVI Irl truI, correct and ) .:2'i.2.-91If -,--- WORK ( ) TELEPHONE NUMBER ~-18- f7 DATE .,.-'- . . .- _....._ ,/I' ..,.- . ,'.-'" GENERAL INFORMATION 1, fAILURE TO RUI'OlIO WILL RUUl T IN AN OfFICIAL TAX ASSesSHEHT with ...11,..'. Inter..t ..... "" Inlor..II"" IuNUted bv tNt flnlM'Kll..l InllUtutlon. 2. Inhel-Jttnae telFC tMH:l1'tM1 dellnqIJlnt nine ItOnthll .ftl.' tho decadent'. dlt. of del!ltn. J. A Joint lKIOOlA"lt I. hlFC_le ev." tholJ'lh tM d.c.d~t'. n... 101" added III a .ett.r of cOI1"e"IMlCI. 4. AooounU (Inoludll'ttf tho.. hlld bltt.w.." hOHIMld IInIj wife) which the dlcedlllt put In Joint n.... wIthin one Ylar prIor to (/aatn are fully t,JlMII .. trlf1.fer.. S. Account. ..tllblhhad jolntlv bet",." hu.b-.t1d end wlf. IIOra thlWl OMI y..r prlo!' to d..th .r. not tI~lIbl.. 6. AaoOlof'lh held by . decledont "In tru.t for" IMOtMr or othlr. Gr. hKel1 fulh. REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1. IlOCK A M If t"'- Infor..Uon 1lI~ cDllpUtaUon I... tM Mllel er. COf'rlct and dNuCUon. ere not boil", chlnd, pl"e In "X" In blod< "A" of Pert 1 of thl "Ta.p'Ylr R..poo.... net Ion. Sign tW('l copl.. W1d 'UbIlJt tt'tM with your oheek for tM .....,t of tall to the RIIl'tlr of WlIl. of the county lr~l.o.t~. Th. PA Olllp.,'tMnt Of R."enu. will 1..U11 an offlcl.1 ....u.."t (Far. REYMI541 EX) upon rec.lpt of the r.turn frOllf the Peghter of Willi. 2. BLOCK 1 If the ....t 'PICHIId on thh notice hll bllln or will b4J r.ported and tu Plfllid .flth the PlIf'Ifllylvanl. InherJtMCl' TaK Rlturn fll.d b~ the d.~.d.nt'8 rlpre..ntatIv., pla~e An "X" In block ~B" of Part 1 of the "T"xp'Yer RI.pon.." .eotion, Sign on. ~opy and r.turn to the PA Oapartnnt of R....enlJ.. &ur'''J of Indl...1du.l rlM''', Ollpt 280601, Hlllrrllburl, PA 171Z&~0601 In the envelope provided. 5. IlOCK C M If the notIcI Infor..tlon J. Incorr.ot endlor dlllductIon. er. bll"l cl.I-.d, chink blo~k "C" 8nd c~l.te Plrt. lendS IOcnrdlng to thl InltrUCI;,lo". I)e,ow. j.JWl two copI.. till" lIu~il tn.. wltn yuur C"'CK fOI tn. IIdunt Of tIll p.~~~e tv tM ".,ilc.r of Will. ~f the oounty indloatld. The PA o.p.rt..nt of R.venu. will I.IY. en offloi.1 a......ent (For. REY~l54. EX) upon rlc..Jpt of tM return frOll thl Rllllter of Willi. TAX RETURN - PART 2 TAX COMPUTATION LINE I. Enter HOTEl the dlte the aCICount orlglnellY .,.. ..tllblhh.a Of' tHI.d In th. Illlf'lf'l.r eMIIUna at dlt. of death. For I dlc.o.nt dvlnt .fter 12/1Z/IZl Acoount. which the d~ldent put In joint n.... within one (I) YI.r of de.th ftre t.)(..le fully." trll1.f.r.. However, tM" 11 M1 .Mclu.lon not to IM~..d n,DOO plr tran.fere. rllllllrdIe.. of the v.l.ue of the IlCOount or th~ ,.,..r of account. held. 00 If . double ..terllk (MM) ltppCI.r. beforM your ft.'.t nue In the IIIddre.. portion of thh no~.iMthl *.s...100 .lnllCfy too.. been deducted frOll the ICCc.unt tJlllllfIIfWll .. r~rtld bv the flnanel.l In.tltutlon;\ ..,J eMOIa:Jjf1;) (' CJ < 2. Ent.r thl totel b.IMleo Clf tht IK:CCKM'lt InclucUng Inter..t nccru.d to the dlllte of daeth. S. ~ p.rclnt of the account thlt II teMoble for lath .urvlvor I. dlt.r.l~d e. follou'l A. The perc~'t tlxlb1. for joint 1II1..t. e.tlllbll.hld .~re ther. one Y'lr prior to the decedent'. d..thl -;l PI en TOTAL ~8EA OF JOINT OWHERt EM..,lel A Joint ....t reglltarld 1 DIVIDED BV TOTAL HUHaER OF SURYIIJINQ JOINT OWNERS In the n... of the dec~t end two other per.on.. DIVIDED &V Ie 100 . PEACEPO' T'AXAllE ~ r.o -0 I DIVIDED IV 5 IJOINT OWNERS) DIVIDED IV 2 ISURIJIVORSJ . .167 II 100 . 16.n (UMABlE FOft EACH SURYlVOR':! ,,; " -ll'. .:..:. :::.:j, I. The p.rcent tftKeble for 1II"ltl cr..tld within one y.er of thl dlc.d.nt'. de.th or acoount. o~ ~ the ~t bUt held ln tru.t for IIInOthllr Individu.l(.) (tru.t buneflcllllrJe')1 , I DIVIDED IY TOTAL HOHlER Of SURVIVING JOINT OWNERS OR TRUST IEHEFIC.URIES )( 100 . PERCENT UXABlE EM..1.1 JoInt aoocount retllt.rlld In the nau of the dK~t and two other per.on. IlfMi e.tllbllthld within OM Yllr of death by ttM dee.dant. 1 DIVIDED IV Z (SlJRVl\lORS) . .50 X 100 . SOX (UKAill: ".OR EACH SURVIVOR) 4. rn..-ount .ubject to t.M (line 4) I. det.relned b~ eultJp!ylng the .ccount blllene. (line 2) by thl percent t'MMbI. (line ]). S. Enter the tobl of ttMI debts Ilnd dtdvctionill lltt.d In Pert ~, ,'. ThllNIOl.V1t t'llllbl. (11M 6) 11 dltIIlr.IMd b~ .ubtrlKltlnl tha debts and dedUotl6fl' Oint 5) froe thll allOUflt 'UbJect to tllX (11M ~). 7. Enter the appropriatl tall rate (line 7) a. dat~rllned balow. A. Far dIfIIt.. of denth CKlcurf'ltlll .ft.r 6/S0/9~, thl toM r.t.. far trlWl.ftr. to 'P<<J'" IlIrl II' follOlifIl L Oat.. of .ath on Dr .ft.,. 711/.. and before 1/1/9S th41 rate II 3:<. Z. D.te, of dI.th on Dr aft.r 1/1/95 tran'fer. tn '~'e. will be I~Med at 0:< tllFC rate. Not'l For dltta. of death pdor to 711/94 trttn.ftn to 'PO'JU' IIrll taMable at 6:<. ~. Trln.f.I" to lInaa1 ('Iucendant. Includlne "thlr. lothar, .on, dltUghter, grandchildren. 'M-ln~I"', MoIht'r-ln~I..., .tepohlld and thlllr tUUII .r. tlMlbll lit .he p.rclnt (6X>- C. Trllll'l.f.r. to 1111 otMr. Inoludlna brother, .ltter, unole, aunt, n.phew sod nleee .re t.xebl. It fiftun p.roent UIX). D. If)'oo C\hIneI the hlFC rate, pl.... .peclfy you,' r.llt1onthJp to the dlCed4tnt In the er.. provided. I. Tn. HOUnt of t'l( due (lInt &) II dIIt.r.lned by .ultlptylna thM aaount ta)(ule (11M 6) by tm. \1)( rate <1ln. 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AlI~l. dlbta 81nd dMklcllon. .r. dltar.lnltd .. follOlifl1l A. You 11lI11h/ Irlll rllPOnldbl. for PllfV-.nt, ar thl ..tata .ubj"~t to ..lnht"IUon b)' I per'onal rttpreilen\ltlve II InNfflclent to pav thl d4tdvctlblll it.... I!. '(ex,l IKItU'UII Plla tht dlbh .ftar dfl.th of the decadent end CWl furnhh pr'oof of PIII)'lIMt. C. Debt. b.lng clel_1d .u.t be It_lud fully In Pl!frt 5. If IIddltlonllll .pl<:. III n..d.-d, u.. pl.in paper' 112" k 11". Proof of pnaant ..y be rlfllqUl.tld by thl PA D~ert""t of "'Iv.nu.. 'TAX~AVER ASSISTANCE IF YOU NEED FURTHER INFORMATION DR ASSISTANCE. CONT~CT ANY . RE(;UTER OF WILlS. PA DEPARTMENT OF REVENUE DtslRlCTOPFIClF OR CAll TIlE BUREAU OF INDIVIDUAl TAXES, TAXPAYER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327. rODI (717) 772-2252 (HEARINll IMPAIRU ONl,V) CO'''OWUl T" r}f PfNNlVtVAHU [)(PAIIIlHF.NT Of Rf.VfNUE 6UREAU Of' INDJVIDl.JAl TAIlES DfPT. flOUl (IURIUURG, PA 1111l~O'OI *' 1NFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 - q '7 - Il.q ACN 971 03079 DATI QI-23-97 11\1.1141 II ~" 0-"1 EST. OF PAUL A SHENK 5.5, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND . TVPE OF ACCDUNT IXJ SAVIHGS o CHECKIHG o TrNST [J CERTIF , PAUL B SHENK 322 FAIRVIEW ST CARLISLE PA 17013 REHIT PAVHENT AND FOAH3 TO. REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS lANK hit provided thl Dlpethlnt with ttM Infor",tlon lllt,d below whloh hOI b_1ln u..d In ollouletlne th8 ptftMU,1 hne due. Thllt rlcordl iMlIe;_,_ thllt It the dnth (I' the MOV' d.cari.,t, Y(lU ...It. It joint nwnlr/UMlllflcl.ty 0' thll ~oou"t. ~f YCKl fMl thll Infor..Uon II lnoortlct, pl.11I1 obhin wdU." carr.oUon 'roll th. fln.nolll Inlt1tu\1on, attach 1I copy to tnil for. IWld r.turn It tCl th41 Ibov. lKIdr.... Thll acoount I. tlMebl. In Itcecrdllnc. with thl InhltJtW'lu TIlM I.ftWI of thl Co_~.lth of Pennlylv...I.. QuI.tton. ..y ~ an'Meted by e~111ng (71" 1a1~'3Z1. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS A..ount No, 18-60-0002542 Doh 05"27-94 E.hblhh.d A..ount BoI...... 9 . 320 , 27 P.r.ont T..oId. 7-- 16 ,661 A...unt SubJo.t to To. 1 . 553 , 41 T.. R.t. X ,15 P.tonU.I To. Duo 233.01- ~~ TAXPAYER RESPONSE [!] L!~~~IIllI. TQ.~'~~~Ul.lIISUL 'l' lit AN Qf'flC~AL.. TAX _~Pft!11fl' ,"SIP. O"""~'NO'I'~!:I.1 A. 0 The IliboY. 1nfor..Uon WlI.t tu due h cerr.ct. 1. \lou..y otwclll to r..it "IYllent to the R'.lIhr of Willi with two copt" of thh natlel to (lbhln a dl.count or .~~Id Intlr..t, or you ..y en-ok bOM "A" .,,0 r.turn thl. notlc. tCl tn. RIOI.t.r of Willi and .." 0"101111 a.......nt ,1111 bl lulI.d by thft PA Oeplf't..lnt of R.vlmul. TD Inlur. prop.r crldIt to your aoeount, two (l) copl.. of thll not Ie. IIlllt acCOllPlMW your pay..nt to the Rlgl,t.r (If Willi. N~I o~k payablg tOI "RIllltar of Will., Aglnt". NOTE I 1f till( pay,*,h .r. .~ within thrill (51 lIOnth. of the decldent'lI datI of death, Y6Y ..y alduct . S~ dllcount of the t~M dol. Any inMltltllMl tllC dUI will baoo.. d.llfl(flHmt nlnl e9) ~th. after th. dlt. of death. [ CH~CK ] ONE BLOCK ONLY I. 0 Th. abc/",I ....t h.1 b..n or will be tltflorttMf end tlM paid with thl P~aylvlltlll InhlrltW'lel TalC r.turn to bII ftled by the dto~t'l r.pr..enhtlvl. C. lJ Thl above inforllot Ion t,...,J,noorrIClt and/o~~~.tJh and dedUc:t Ion. WIIr. p.id by you. Vou IIlJlt COIlflI.h PART l!J lind/or PART ~ balow. PART 1!1 DATE PAID t=- DEBTS AND ::::::::',:;:::,:' f'111 __ ., :' 4_ Ii ,. , 1 II DEDUCTIONS CLAIMED CFFtCIAL US~ ONLY 0 AIIF! ",\ DEPARTMENT (IF, ~E\/ENUlIi ,Ii If you indicat. . differant tax rat., pl..RA .t.t. your ,.alatlonllhlp to decadent 1__. 'M___ PART [!J 'l'1\Y. D.!lTU!''' . ~(I"'PlIT.~T!n.. LINE I, Oot. E.tobll.h.d 2. Account II_lane. a. Percent Taxable 4, Aaount Subjoot to To. S, Dobto ond D.ductlon. ., Aaount To.obl. 7. Tal( R.t. ., Ta. Dua TAY. ~~ I"'T~'!',"T~IJ!"!" ~.~-:fJIJ~T~ .......- OF 1_ 2 5 . 4 S . 7 X 8 ~:i ::i ,:"::::::;;,::;::,!./,, ":"'1""! ~,., ''''''; ~ -I TOTAL (Ent.r on Lln4 5 of Tax CoftPut.tlonJ AMOUNT =+- . PAID PAVEE DESCRIPTION -- - Under.e~.ltl.. of p.rj~ry, I dacla,.. that the .0000llt.tO(':Ah". b..~ o'~-OIl!,Ain..~ljdg. ....d b.l1of, IL'/ ') / / ~ ~ ~" ~..~ ~xr V IG RE - flKlt. 1 hay. reported ebaYa ara t.rUII, correct and flDME ('/ n )..2YJ.~'lLL..f___.__ WORK () 2--;1'-';7 TELEPHONE NUMBER DATE GENERAL INFORMATION 1. 'AlLU~E TO ~ESPOHD WILL ~ESULT 711 AN OFPICUL TAM ASSESSNENT with ...11...1. Int.r..' b.... on In'.r..lI.n ..Htlld by the fln~I.1 1".tI t\l\ 100. .t. lnMrlhnu h:lC bHotI4I1 delinquent nln, tooth. .,h,' the dlcedlt'lt', dlt, of d..th. 3, ... j01nt 6(l(lDUtlt II t.""bl, IV." thouih thl dICl.-dlnt'. n.... (01" added II. ..tt,r of ~onv~l.nc., ft. ",oc(Klnh (Including tho.. held b,tWHN hu.bl&nd and wife' wtdelh the dlc.o.nt put 'n Jotnt "..... within OM y..r prior to duth .ro fully tflMlIb!l u t,.,...fl". 5. Accounh ..t.olh~ Jolntl~ b,htfttlfl hu.b... IInd ~If. lICIt. then one y..r prior to d..tn Ir. not tl_MiII. 6. Aocounh held by . dle.."t "In \"Ult for" ftOOther or other. .r. tuabl. fulh. REPORTING INSTRUCTIONS - PART 1 TAXPAYER RESPONSE 1. ItOCK A - If tM In'or..Uon wW COIIp\lhtJon 1n the natlell .r. C1C1rr"Kt Itnd d.duatlon. .,. not bet", OlIINd, plM1' "" ")Cft In block "A" uf PIl't 1 of ttM "llMplYlr R...pon.... ..otlon. Sign t\110 copl.. Ind .utMllt th.. with )'oor check fur thtl MOUnt of t.M to tM R"hter of Will' of the oounty Ir\dlo.t.d. The PA D.p.rtNnt of R.v.nu. will luu. M offlol.1 ........,t (Forll REV-l&~& I:::)() upon rlolllpt of thl rlturn fro. thl Rqhtlr of WHII. Z. IILOCK B - If the at..t 'PIC If lid on this notlc. hll! b..n or ~111 h. rlpart.d and till( p.ld with the Penn'lflvan!. Inh.rltlllMlI TrIM Rlturr. filtKf by the ~edttnt'. rlpr..."tatlv., phn an "1(" In block "II" of Part 1 of thl "Ta"paYlr "..pun.." 'Iotlon. Sign on~ copy Itf'ld return to the PA O.pert..nt of Rlvenul, 8urlau (If Indlvldul.l TaMil, Dlpt 2&0601, tl"rrhburg, PA 17128-0601 In the envtllo.p. provldlHt. 3. IIlOCK C - If thl noUn Infor..tlon Is InoorrlHlt lind/or deduotlon. arM bllng ol.~.Mt, aMok block "e" and oo..lat. Pert. 2 and 3 CC':Ic:,,:!!,"'l; tc th: fnd:"i::U~r,:: ~:I:.... !:~.;; tk:' ':10;: I:.: cn::: :i""~.;lt th:,;:; \I!\~ :":1;';/' chell:; 'cr ~h':l :':I:.;.;nt of t;'JI p::~'=tJI: to ~!","; 110,1ct:::- of Willi of thl co~lI'tty Indlo.t.d. The PA n.part.."t of R.v~ wJlI 1..uI an offlolnl .......ttnt (ForI! R(Y~llj4& EX) upon rac:.lpt of thl r.turn frOll the Rlght.r of "1111.. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Ent.r the detl the account orllllneUy wet ..htbl1vh.d or titled In the IIMnlr ed.tlng flt date of duth. NOTE 1 For. dIC.aMlt dying .fter lZ1IU&Z1 Account. which the decedent put In joint n.... within on. (1) y..r of tHeth lIr. tlllabl. fully fit tranlf.r.. How.v.r, th.re It IIn .)(cluolon not to ')(UH t3,OOO p.r tran.f.r" r....rdl... of thl ..,elu. of ttMl 8ClOount or the nulIb4Ir of acoounh hold. 2. Entar 1tMl tobl belene. of tt~ lK:count Jnoludlnll Intarut accrued to the d.te of M..th. 3. The percent of the &Ocount that. It \8)("bl. for .ach lurvlvcr It d.tl,'.lned .. followS! A" The ~r(lMt taNebl. for joint IItsoh ..t.tJlhh.1i1 .ore than ana Ylar prior to thl deCledent' I If e doubl. ..t..rlsk (11ltO epp..rs b.for. YOllr flrlt nUl In the addr... portion of thlt noUe., the 15,000 '"olu.lon alrefMfy hi. bllln dIduotlCl frOll tt~ lHleount blllllf'lc. as reported by the flnenel.l InsUtutlon. 00 c: -" ~" (II ~thl , TOTAL NlIHBER Of DIVIDeD nv TOTAL HUHIIER OF I( 100 . PERCENT TAXABlE rH JOIHT OWNERS SURVIVING ,JOINT OWNERS (T1 E"lIIIPlel A joint "",.t rqhhr.d In the n... of the dIotdlnt and two oth.r ".r.oo.. --' 1 DIVIDED IV 3 (JOINT OWNERS) DIVInED IV Z (SURVIVORS) . .167 )( 100 . 16.n: (TAXABLE FOR iACH SURVI\QO vi ,.J ::rJ :0 ~~ \; .. ~ " 1 D~VlDED IV ., ThI! perc."t taNabl. fer u.." (:I,..t.d within on. y..r of thl d~.dent'. death or IICCountl o~ ,,~, the dNtdlnt bue. held In trust for anothlr IndlvldueHsl (tru.t bentflc1nrl.sll ~I -' ~G " ):0; 1 DIVIDED IV TOTAL HUH'fR Of SURVIVING JOINT OWNfR~ OR TRUST BENEFICIARIES , 100 . PERCENT TAXABLE ;..; (.I) C <:;) E)lDllPhl joint INcount r.aht.rld In t.h. nAle of thl dllCldMt and tvo othar par.on. and ..ttbllthld within one y..r of dlUh by the! *adent. 1 DIYIDED IV Z ($URVIYO~) . .50 I( 100 . !i0;': (TAXABLE FOR EACH SURVIVOR) ". ThI MOUnt .ubjltOt to t.)( (l1na 4) " u.t.r.lned by IIUltlplylnll the I!l(lcolJnt balanc. (line l) by the pe"CMt t')llbl. Cline 1), 5. Enter th4l tot.l of th.. rfebh and dedUction. Ilst.d In Pn,.t 3. 6. The MOUl'lt taKable (Un. 6) It d.t.r.ln'" by .ub'traotlng the d.btfl and d~t1onl 111M b) froll the MOunt .\lb:llct to tll" (Una 4" 7. Entar the epproprlata ta" rlt_ (lIn. 7) al d.tlr.ln.d balow. A. For det.s ot Msth ocourring .ft.r 6/30/94, the tall' rat.. for tran.f.r. to .poo..s ara .1 followll L Det.. of dweth on or aft.r 711/~ and b.for. 1/1/9S thtl rat. II 3:<. Z. D.t.. of dlath on or ~fttlr 1/1/95 tran.hr. to 'po\IllI will be hll'ad at Ole talC rat.. Hotl' ror date. of dlath prior to 7/1/94 tran.far. to SPOUI" are ta)(able at 6~. Ia. Trtn.fllr. to 11nnl d."oandnnh lnoluc1lnll faUlllr. lIoth" , .on, dauqhtar, IIrandchUdran, 'OfI-I"-1IIIw, d.utht.r'.ln-IItW, .tepc:hl1d end theJr inulI are t.obh at .he pero."t (6:<), C. Transf.,.1 to aU othtlr. Includlna brothlr, s!ltar, unci., aunt, ".phllw ood "I.c. arl t.xlllblo at flft.." percent (15)0. D. If ~ou chlnOfl the te)l rllt., pl.... 'fHlC1fy your r.htlon.hlp to thl dIa.dent In the ar.. prollld8d. 11. ThI ..ount of taM due (lIne &) 11 d.ter.lnad by IIUltlptylnv the 1lI1tOunt te)l.ble (lln. 6) by the tII)( rat. (lIne 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabl. dabts and d.ductlon. ar. d.t.r.ln.d an follo~'l A. Vou laplh Ire r..poo.lbhl for paYrHlnt, or the ut.t. .ubj.ot to ItdIIJnhtratlon by . p.rlon.l rlflr..ftf'ttatlv. l. Inl\tfflohtnt to plllll the deduct Ibl" 1 t.... S. Voo aotu"l1y peld the dabh after d..th of the d,cldant arid .eM furnish proof of pay..nt. C. Debh being chl..d lkI.t be it..h.d fully In Pa,.t 3. If additional .pac. It needed. Uti plein pllp.r II 112" )( 11". Proof of pay~t ..y be requestad by thl PA Depart..nt of R.v.nu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT lIF REVENUE DISTRICT OFFICE n. OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 181-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) CotltOHWEAI. ftI Of PfNNSVl~ANI" ()(!:P""HtEHT OF REYENlJ( IUR(AU OF IHDIVIDUAl lAMES I)(PT. nOIlOl tWtRISlURQ, PA 11ll1-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ,- 'I '( .. ll.j '1 ACN 97103081 DATE 01-23-97 UW.ll4l IX '" 1/."1 EST, OF PAUL A SHENK S,S, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINIlS o CHECKINl\ o TRUST rXl tERTIF, PAUL B SHENK 322 FAIRI/IEW ST CARLISLE PA 17013 RENIT PAYHENT AND FDRNS TDI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS BANK h.. provided t~ O...art...,t wHh the JnforlllltlCfn 11.t'w below which hill he.n u.ed In calCiuhtlnu thlt patentlal tu due. Th.lr reCiord, Indlcete that lit the death of the abov. d.cedent, yau ....r. a jalnt own.r/beneflc!ary of thl, account. If you f..l thh Infor.eUon 11 Incorrect, pi.... obtain wrltton cartllatlon frall1 the flnanclaJ Institution, attach a oOllV ta thl. for II Md return it to the ttbov. add,..... Thh account it tllMabh 1/1 accordanu with Ul. Inh.rltano. relM law, of the Co..onw..lth of Pllnnl'}lvanla. Quutlona.1IY be lIf1.w.r.rt bv CIJl\1lf:I (1\l'~1 1I'lfw",a. COMPLETE PART 1 BELOW. . . SEE REI/ERSE SIDE FOR FILING AND PAYMENT INS1'RUCnONS Account No, 111-66-266247 D.to 05-19-95 E.toblhhod Account Bolence 17, 196 , 15 Porc..,t T..oblo K 16 , 667 A_I Subjoct to To. 2,066,08 To. Roto K .15 Pol..,t1ol To. Duo 429,91--- PART TAXPAYER RESPONSE IT] I'.. flAILU'" 10, JIl'$POI4Dl(I~"':!lJ!I"I..rX"AH OIlIlXC;~AL .TflX A$lllIlI$"QtT..A~.'Il Oll . THX$..o'UCI J A. @ The above Infar.atlon and hlC dUe I. corrll<lt. 1. You ..V choa.e to re.Jt pay..nt to the Regl,t.r af WllJ. with two capl.. of thl, notice to obtain . dllcoul'It or .void Int.r..t, ar you .ey Chook bOM "A" Gnd r.turn thit natIce to the Reghter of Will, and an offlc11l11 Illl....."t wll1 b. illu.cI bv the PA n.part..nt of R.v.nue. Ta in.ur. praper cradlt to ~our ftccount, twa (Zl coplu of thh notlo. au.t 80COIlf)IIn'J your fiay..nt to the R.gllt.r of Wllh. Maka check pllIyabla tOI "Rllght.,. of WI1II, Allont" , HOTEl If t;1Il( pflll..nh are .ad. within thr.. (3) 1I0nth, of the dlc.dent', data of death, ~ou Ilay deduct a S~ dhcount of the tal( do.. Any Int..rltance talC ou. will baea... dellnqu<<lt nln. (9) ItOntha f1Uer thai data of death. [ C~W '_J BLOCK ONLY B. 0 The above IU..t hili b.-n or wIll b. reported nnd talC pllld with the Penntlyl"lII"lla Inheritance lex ,'.turn to ~ filed bv thl dacad."t', r.pre..ntath,.. C. fJ The above InfnrnUan 1,~ncorr.ct and/or dflbtll and dedUctIon' we,.a roald bv you. You ....t cottpl.t. PART ~ and/or PAIn CD below. If you Indlc.t. a diffarent tax r.t., pl.... .tat. your r.l",Uonllhip to decedent I __. PART I!I T~Y LINE aFTIIDN . rnJolPIITI\TTON 1. Doto Eatoblhhod 2. Account B.l~. 3. P.~c.nt Taxabl. 4, A.ount Subject t~ Tax S. Debt. end DarYctiona 6, A~t r.xebl. 7, Tal< Rat. 8. Tal< Dua ON .10TNT /TDUST Ar.r.OIlNT!l llj:lirclAluSE ONLY 0 A~F':' PAPEPARTHENT OflRE\ll;tj1J1i li:i! ........ "~............- :..;..~~~ , ::;'::: , ~ :;~ 01' TAW 1,_ 2 S K 4 S 6 7 K a PART I!J DATE PAID ~- ~~ AND DEDUCTIONS P..!) 1 2 3 4 " , 6 ' 7 8 CLAIMED 1Tf ,:: --.-~ : '~~ PAYEE DESCRIPTION AMOUNT PAID I-~ 'rOTAl (ent.r on Lina S of Tax COMPutation), Und.r pa~U.. of par jury, I dttelar. that the faocta I c~l.t. to t~ ~!.t of My know~~dg~ ~d beli.f, c / ~.{' TAXPAvtR ({GR{TU~tS , ' K 1= . ,- hay. report.d above ara true, corr.ct and HO"!L.J. '?i'1 ..LiLt} -7//9 WORK ( ) TELEPHONE NUMBER ;;>-4'- '77 DATE ~ENERAL INFORMATION 1, FAILURE TO RESPOND WILL RE~-UL T IH AN OFFXC:U,l TAX ASSESSt1ENT HI th IPPllubla lnt.r..t b..ed on Infor"Uon tubIlJtted b'll ttMl UMMeI,1 In'tHutlon. t. InherltWlClI hI( bttcCHIII Q.lln~t ..d", .-m1th. .,ter the dK-Id4lInt'. dah. of d..th, 5, A Joint aooount I. t.xthl. IVI" thou,,, the d.c.d~t'l n&Wa w., 8dd.d a. a .,ttar of convenlencl. 4. Aocounh Cincludll'tlJ tho.. held bwIt...." hullblW1d iand lotU,) which U" ~O~ltMt put In joJnt ".... within 0"" :in.. prtor to o..th ara fully taMable I' tranlf,r.. 5. Aooounh ..tatblhhttd jointlY ~tW41en hu.bWld IIMd wife 1101'. thin on. 'II"" prior to d..th "rill net t...>Cabla. 6. Aooounh held by 1\ >iMldllllt "1ft tru.t for" MOther 01' othair. IIrl talClblt fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. ftlOCIC" - If thtl Infor..Uon Ilnd coapytaUon In the notiOI arll COfrMt Itf\d deduction. Ill'" r,ot baing alalNd, p!Ma M "'X" In b1UC1k ..... of Part 1 of thcl "ral(p.y.r R..pon.... IIKlt1on. Sign two topl.. end Iyb.tt th4l. wJth )lour cMck for the NtO\",t of tit)( tC'l the AI/litt.r of 1/1111 of the county Indlcllte.d, Th. PA I)lIpflrt..nt of R.vltnul will l..uI 11M oHlo!.1 .....tItW\t (ForM REV-l!i411 EX) upon r.Clllpt nf th. r.turn fro. tt~ Rluhter of Willi. Z. BLOCK I - If U,,, IIIlllt ipecHlld on thit nottcl hu b..n or will bl rlported Md h)( paId with the Pltrln.ylVI!tI1la Inh.rlhnee Till( ~.turn filed by th, d.c.dlnt'. rltpr...nhtlvl, pllltl An ")(" In blo(lk "hI'< of Part 1 af thl ..Tllxp.....r R..pon.... llIotlon, Sign one copy and r.turn to th~ PA n.part.."t of Rlv.nu., Buruu of Indlvldutll Tax.., D~pt 280601, Harrl.bUra, flA 1712ft-{\601 Ir, the enve10ptl provldlld. 3. 8LOCK C - If the noUn Infor..tlon it Inocrraot "rod/or t1.dIKltlon. or. b.ing clal...d, chHk blook "e" and cOIIPI.tCl Pllrh 2 and 5 t....,...,dlr.... t\. thOl 1!H,i,,,,,.lVtt. b&lv", :>h." .",u ';1J..h... liltU l;\ju.ll ,l,w. wl.;1 ~uur chw..:!ot iuo dlw t1:'UUf'{ Uf 1.11,1( pto~..bJ.' tv \;11 ie.vi...., of Will, of the (lounty Indlutld. T~ PA Dep.rtunt of Rlvlnu. llill luu. an o41lcll111 a.....II.nt (Fore REV"1541 EX) upon recoipt of the I'.turn frOll tho Reght.I' of Willi, TAX RET~RN - PART 2 TAX COMPUTATION LINE 1. Enhl" NOTE: C') n :n tho d.t. the llIecoont orlginll11y w., Ilt.bll_h.d or tltlld In tho MannAr 1K!lting at dat. o~~'1:h. ~_(-) "l'ln' for III dftcodWlt uylng aftar lUtz/8Z1 Accounts whJr.:h thli doc.dant put III JDInt n..... lllthJI.).".(l)\/CJ8,! of dutlt ",. tK)(obl. fulb II trllnlf.rl. "olllvlr, ther. 11 on .)(clullon not to uc".d '3,(100 plr t,arl.fIlr.. r.glllrdll" ofth.d'"luo of the IlCCOunt or thtl ~r of MCount, held. --'-1 I'I If a ~ubl" "t,rl'k (Mill) appa.ra bllfor. your flr.t nlllM in the addr... portion of thhl noUea, the tIlI-,1Joo .)(olu.JOI1 .lr..v htIa bun deductctd frOll the account bolllnCa ... reported by tho flnanellll Institution. -. t. Ent.r tr.. tot. I balenol of tho account Inr.:ludina Intftro.t aoorued to tn. dato of daath. S. TM parcent of the IlIccount thllt 11 tII)(obla fOl' ..eh .urvlvor h d.tlndnod 51 foUow.: A. H.. ,..ro~t taxlllb!. for joint ....h ..tabUlhM IIOr. thw'l one Yllr prior to tho dK4KMint', ~..thl, CD '\) 1 DIYIDED IV TOTAL HUH'EA Of JOINT OWKrRS E)(-.l.l A Joint .uet rl,ht.rlMi TOTAL NlJH8ER OF SURVIVING JOINT OWNERS In th4t n.. of tho Mo.~t and two other p.r.ona. DIVIDED B't' , X 100 .. PErK:f:NT TlXUI,E ):.0 ;_:., -. U? ~~, 1 DIYIDED 1I't' S (JOINT OWNERS) DIYIDED 8'9' Z (SURVIVORS) . .161 I( 100 . 16,7% (TAXUlE fOR EACH SURVIVOR) 8. Tn. plrcent tllxabl. for QI'Qt. cr..ted within one yaar of t~ doc.dent., dallth or IlICCotnlt. owned b~ thl d.c.dent but hold In tt"u.t for another Inctivlw.l(l> (trUlt tMnefICllatl")1 1 DIVIDED 8\1 TOTU NUHBER or SURVIVINO JOINT OWHERS CIA TRUST BENEFICIARIES X 100 . PERCENT TAI<ABU E)(M!Plal Joint "count rllllt.rttd In the na.. (1+ thf decNtant and two otMV' pat.on. and ..tllblhh<ad within on. y..r of death by thO; doolldwlt. 1 DIVIDED IV Z ($URVIVOAtn . .5C X 100 . 50:< (TAXABLE FOR EACH SURVIVOR) 4. T~.-ount .ubject to tftk (line ~) II dAtar.l~ by aultlpl~ino ~ account balancl (1In. 1) by the p.rcent ta)(ab1. (11n. J). ,li. Ent.r the tot.l of U_ debt. IInd dadvcUonl IhtCtd In PllIrt 3. 6. TM ~t t&-.;abh (Unl 6) J,I lhtt.r."'" b)l IUbtracUng tha dobh oout dad\"Uon. (11n.. 5) frol the lI....,t lubJ"t to t,)( Uln. 4). 1. Ent.r ttM IIpfIrtlPrl.t. tlk rete Ulna 7) III deter.hwtd btliolot, A. For eMito. (If duth occuf'rh~ ,ft." 6/50/94" tho t.lC rat., for tran.f.r, to 'FrO\l.a. ara .. foHowll 1. Dat., (If death on or .ftar 1/1/94 and bafor. 1/1/9S tho rat. JI !~. 2. Dat.a of delth on or .ft~t 1/1/95 trDnlf.r. to .pou... will bl t8)(ed at O~ ta)( rat.. Not" For dat.. of daath prlot to 7/1/~ tran.f.rl to spou.a. nr. ta)(abl. at oX. a. Tranlf.t. ta lInollll dI'c~t. 1~ludlnu f~thor, .uth.r, Ion, dauoht.r, grlndohlldren, .on-In-Iaw, d.,.nt.r~ln~ht.., .t.,oolld and their tuu. art ta)(abl. .t .b IhIrcflnt (6:0, C. Tronlf.r. to .11 othlr. IncludJnt brotn.r, II.tar, una!a, aunt, ~ and nleel ar. tw)(lbl. at flftllN par~ant (15:<). D. If YOU c~ tho talC nttl, pi.... .peclfy Y~lr rahtlOOlhlp to tho dlUMl"lt In thl IIr.. provided. I. The MOUnt of tlM dI..- Ulna 8) III dllt.r.lned by lrultlphln" th_ l'tIIOOOt ta)(abll (llna 6) by tha tax rllt. (l1l~ 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AllUM_le abtl ~ deduCltlonl .ra detlF'.lnad .. folloWl1 A. VOll 1.gally ara rllpono1bll for plYMnt, or the ..tetl 'ubjltct to ndlIlnlltrllltlon by " p.rlOl,.l raprll/ltltlltlvI h tnluHtclMt to pay thtl doductlbl1 It..., I. You actually paid thl Gabte .ft.r delth of tho docadent and CRn furnish proof of pay-.nt. C. Debt. bet", c1alHd lU.t he It.. hid fully I" Part 1. If additional .pace I. naadad, u.a plain paptlr a 112" M 11", Proof of plly.."t .')1 be raque.tad by the I)A D.part..,t of 1favonua. , . ... .., .. . ' TAXPAYER AS$UTANCE . ", .1F YOU NEED FURTHER INF'ORMATION OR ASSISTANCE, CONTACt ANY .. .. ... ..',.,..,. REtltsTliR 01" lItU$, 1''' DEPARTMENT OF REI/ENUE DUTRICl OFFICE ...... . OR CALL THE 8URI!AU OF INDII/IDUAl TAXES, TAXPAYER INQUIRY UNIT IN . ' .. HARRIstURG AT ('111) 787-8'527. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY) ~ COttMOHWfAt TH OF f1tNNIVlVANU OCPA"UI[Nf Of REVENUf IUftUU Of IHDJIJIUUAt. TAMES OCIIT. ('10601 Ii,t,RjlUaURO, PA l11Z1"06Ol * INFORMATION NOTICE AND TAXPAYER RESPONSt FlU ACN DATE NO. 21-9'1- 1I-i'/ 971 03083 01-23-97 TVPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [X] CERTIF , IIV.IUI 'I'" C/,"I EST, OF PAUL A SHENK S,8, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERl.AND PAUL B SHENK 322 FAIRVIEW ST CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS BANK h., pravlriM the uep.rtqnt with tha lnfor.atlan lht~d balow which hu been u..a In calouhtlnG thtl pot.ntlal tllK due. Th.ir recoro. indJcat. thet .t the d.ath of the above deced.nt, you ware 8 jolnt own.r/ben.flclary of thl. account. If YOU f..l thll Infor..Uon II lncorr.ot, pl.,ue obtain wrltt.n correotlon froll the financial In.tItutlon, attll<:h a cnpy to thlt for. and r.turn It to the above addr..., Thh account II t.,wble In accordance with the Inh.rltnnCle TlU( lltwtl of thll CQ..onw..1th of Pannlylvenh. QUllftlOl'lil uy ba Iln.M.r.d by ollllln; 0'17) 711'8327. COMPLETE PARr 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS A.count No, 111-66-242450 D.to 05-27-94 Eoh,bl lolled Account hlen.. 25.000,00 P.roent T.....I. K 16 . 667 AllOunt Subject to T.. 4 . 166 , 7'5-- To. R.te K ,15 Potent hi re. Due 625 . 01 PART TAXPAYER RESPONSE [!] ["AILIlR."Ctlll~8POIt~'IIL"II"U""'IIt A~ClFf!~~XA"TAX ASSIl8-8H...,....A~~~CIH THx'~rxcll To In'~lr. propGr credit to your aClCGUI'lt, two (2l cop I,. of thl, notlca ~u.t nccoM9anv your pny.."t to the R'ul.t.r of 14111.. H~. chIck payabl. to: "R.gi.ter of 14111., AOIflt". NOTE I If tu pay.."h IIrt ,ed, within tnrH (3) ItOnthl of th, decad~t.. date af MItt" you ..y ~Klt to 5;( c1llcOl.W1t of the taK ctu.. Any InherltllOce tl)ll; doe will bl'ClOH delinquent nine (,) .onth. after the date ~f d.,th. [. C~~~K ] BLOCK ONL Y - A. ~ ThI IIbov. Infor..t1on anc: tal< dOl It corr.ot. , 1. Vuu ..v choo.. to t..lllt pay.ent to tha Rlght.r of WJll. with two coplftll of thh notlc. to obtain . dhllount or .vold Intarut, or you ..y <:heok hOll "A" and return thl. notic. to the Rallhtar of 141111 end an official a.......nt will b. llluea bv thl PA Oapart..nt of RtvltnuI. 8. 0 The lIbov. l!I...t hall been or will b. r.ported f!Ind taM p.ld with U~. PIHV'I.ylvanll' lm-rltencl hK ,..turn to be filed by th41 dK"nt'. rapr'lIlntatlV.. c. c=J The abova Infor.~tlon I. Incorrlct ftnd/O~ebtl and deductIons wlr. pIlei by YOU. Vou lIlJ.t eMPl,t, PAR"f 0 lind/or PART l~ b411Qt.l, If ~ou Indlc.t. _ dlff.r.nt t.x r~t., pl.... .tat. your ,..1.tlonah1p to d.ca~t I ___________._ PART ~ DATE PAl D -1 DEBTS AND :'All 1 2 ;$- 4 S 1St . 7 8 DEDUCTIONlL,9LAXMED .OF'Her"'L'(JS~ONI.V DAM'! PA DEPARTHENT OF REVENUel :::1 PART l~ TAX n~TUn~! . e:'~~~'J":"A..IO~: C; LINE I, D.t. e.tebllan.d 2. Account aalanca ! Percent T.x.ula 4. AlItOUnt SubjlMlt to Tal( 5. Debt. and D.duotlon. 6. AMOUnt Ta~.ola 7. Tax R.ta a. rax Du. T1.~ O~~ ...!~J:HT"'T!tL!ST f.~!'OU~;~ "1"1--' I 2 5 X 4 5 6 7 X a i';i' '::1 1: ":. ",";' , ;;:;;::;:::<i.: - PAYEE DESCRIPTION AMOUNT PAID --=t TOTAL (Enter on L1na 5 of rex Co.put.t1on) 1 . Under panaltl.. of perjury, I daclara thet th. c_l.t. to tlle.~t of "~knoMl~lI" en~)..lI.f. ~. ~ / 'ti / -I"" .' .__).... _.. -?...\-A TAXPAYER IG factA I have reportad above ara HOt;!~.---121 7 ) ) '(3 WORK ( ) TELEPHONE NUMBER tr~., correct ~d '~-Z ___._,_ ;/-11'-97 DATE GENERAL INFORMATION 1. fAILU~E TO ~ESI'DHD WILL ~ESUL T IN AN OffICIAL TAN ASSnSHENT with ...11...,. In ,,,... b..... '" Inf.ro.lI", .ubIIlthd by the flnWlClll1lntltltutlon. r. InMrthlnol tllC beeue. cMllnqu6lnt "I". IlOl"lth. .fhr thl ltttc.dant'. dah of d.-th, 5. " Jolt,t acoount I. tllCllbh llofln though thl dludent'. n... ..e. .delld '" . ..tta,. of convanl~., 4. Actl~h linoludlna tho.. held betwlen hvtband and wlh} which thl dludlnt put III joint n... wlthil1 OM y..r prletf to delth .r. fully '.ubl. II trAn.f,,.., II. Accounh ut.tJlhhH jOJflUV btItwlen hu.btlN11nd wlf. lor. thWl riM y..r prior to duth IIr. t"IOt tllUlbll. 6. "ooomh ".hi by If dk.dtlnt "In Vult for" ItnOthelr or other. a~. tullbl. fullv. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. IlGCl(" - If thll infor..tlon lIOd QalpUbtlon In ttM notlClI lIIr. corrlet and dacNctlon. Ira not bel.,. ol.IMd, PlMI WI "MtI In blook """ of Part l of tht "TlxpaVlr R..pon.... .~tlon. Sign two cOPle. end .ubalt th.. with your oheck for the ~t of t.1( to the H..l".r of 14111. of tt'l' county Indle.tMl. The PA D~lIrtMnt of RIVIInU' will luue In offlclll .......ent (Fori REV~lS~a ElC) upon r.Clllpt of thli r.turn frol the ".ght.r of Wills. 2. ILOCK II ~ If th. ....t 'PItCIU,d on this notlCl. 1'1.. be.n or w111 b. r~port.d and till( Plld ..1\1'1 the Plnnnlvanlll InherltlMft TII)( Return fll_d by the d~.d."t.. I'.pr.'.ntltlu.., plllce IIn "K" In bl('lck "I" of P.rt 1 of thl "Tllxp.y.r R..pan.... ..oti"" , Sign Oftlt cnp~ and return to the PA Depart.ent of R.u.nu., Rure.u of Indluldu.l Tax.., D,pt 260601, Harrl.burg, P~ 11128-0601 In the anv.lope provided. 5. BLOCK C - If thll notio. Infor..t1on h Inoorroat aMlor d.duotlon. IIr. bllng cl_hled, oh.ok blook "C" and oOlPllt. Pert. 1. end .s _c.~cr:lbc ~:. ~h;l lr,:truct!on: ::J~1=;1. :~,;n tuc ot:P~":l c~::I )Ubldt; ~h:~ I:!~h y:ur ct-,J~~t (1:,. th:a ..1II:.....,t cd tc... po:;:.blr. tt U._ n<4i1i:lt:.r of will. of thti coooty lndtuted. The PA U.pllrtnnt of R'v.nu. ",111 l..ue an offlotll ....,,""t (Fore REV~154a E)D upon reclipt of the r.turn frOtl tn. Rllllhtlr of WUlI. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Ent.r the d.tl the ~r..ount arlalnlllh ..I' ."tablithed or tltlld In tl'll .anner exhting at dllt. of d..th, NOTE I For I dltCldent dying .ftlr 121121821 Accounh wMah the dloodent put In joint n.... within an. (1) ~"r of de.th IIr. tl)(.ol. fully II tran.fl"', HowIl,l.r, th.rUl 11 an uc1utJoo not to .xc..d U,OOO plr tran.f'r.a I'..ardi... of the u.l~ of thIF acoount or the I'lUIlbIr M llMlf'Jount. Mid. If . doubll ..t.risk (Mil) 1IPP..r. b.for. your flr"t n&ll In th. addr... portion of this ~~ .1r.tMty h.. bHn 9duotMl fr~ ttM .ccount bllWlCI .. rlported by the f1nWlCI.1 Inltltut:lt'!~! :-'I (11 2. f.nt.r thIF to hi balllMI of thl account Including Intlrllt IICcrued to ttt. d.t. of tIt.th. .~, 5. ThI p.rcllnt of the account th.t 11 taxllbll fC'lr Iltl';h .urvlvor 11 d.tllr.ined ., foll~'l . A. Th6 parcent t.x.ol. for joint ....t. .~tabll.had lOr. then one YIl.r prIor to the o.C.a.nt'l de.thl the U,OOO ,c3 ~J Ilxclu'lon J:) :n (i) " 1 DIYIDED BY TOTAL tUfaER Of JOINT l>>IMEkS A Joint ....t regi.t.rad TOTAL NUt1IER OF SURYIVING JOINT OWNf.RS 1" thtl n..a of ttM dlOlltlnt artd twn oth.r DIVIDED IY X 100 . PERCENT r.lC"Lf " &l EMIIIIPIIIlI p.r.on.. ~ <Xl , ' 1 DIYIDED IV ! (JOINT OWNERS) DIVIDED av 2 (SURVIVORS) . .161 )( 100 . 16.7:( (TAXABLE FOR [~~ SURYl'9') the d.cedant. s dl.th or IICOOoo\l l)wn~~- bY the ~Idwlt ~t ;!J.ld )'':-;':i _.. ----" 8. nw percent tllx.oll for lI..ats cra.t.d within on. Yllr of In tru.t for enothlr Jnclhdt!ulH.) (t..u.t blnl;tlclarlll.>1 1 DIVIDED av TOTAL NUHBER OF SURVIYING JOINT QWHf,RS OR TRUST BENEFICIARIES )( 100 . PERCENT TAlCAaLE E)(.-I.I joint IICCO\I'lt r"htlrlitd In thtl n..a of thtl dee4tdont IllIt'Id two other per.on. and a.tablJ.ned ..lthln OM ~'ar of de.th b~ the decadant. 1 DIYIDED BY 2 (SURVIVORS) . .50 X laD M SO~ (TAlCAILE FOR EACH SURVIVOR) 4. The MOUnt .obJtClt to tll( (llna 4) h d.t.rlined by IiIlIlt1plYlna the account b.lancl (l1n. 2) by the p.rolnt taxable n,IM 1), S. Enbr the total of tn. datbt. nncI d.duction. Iht.d In P.rt 3, 6. ThllIItOU'lt texlttl. Uln. 6) It dltllr.lned b~ .UbtractlnQ th. d.bt. end dlduClUon' (11ne 5) frOll the IIIIOVtlt .ubJ.ct t", tl)l (line It), 7. Ent.r the ",proprlate tax r.t. (lJna 7) a. d.t.r.tr.-d tMlow. A. For chltll of dI.th occurring aft.r 6/50/9,., tha tax r.t.. for tran.flrl to spoo... ar. II follONal 1. Dlte. of death on or .ftll' 111/94 and blforl 1/1/95 tht rat. h 3%. 2. Detl' of da.th on or aftar 1/1/95 trenaf.". to .poo... will b. tll)(od at OX tax ratl. Noh: FC'lr e1at.. of dIi.th prior to 711/94 trllllt'l,".r. to .pout.. orl t.x_l1 lit 6:<. I. Tr.."lf8r. to I1n..l dnc.ndant. Including fathar, IIOthar, .on, daughter. grflt'ldchUdrM, lon-In-I.... daughtal'~ln-1Mo1, Itepc:hUd and thliir In..,. lira tBlCNlla at .Ix percent (6X), C. Tr.l.f.r. to ..11 otherl lneludlng brother', .ht.r, urwl., tNnt, nephew end nJace .rl t.Mebl. .t 'Htllln plr-cant tUilD. D. If you changl the taM ret.. pl.... .plCdh your r.laUoo.hlp to the dIe.dent In the .r.. provided, 8. Th. altOUl'lt of tal( due (11n. 8) It detlr.lnltld by IIVltlplylng the uount tlMabl1 (I1ne 6) by the tax rat. (I1ne 1), CLAIMED OEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allc*abl. dabh and d.duClt1on. lira dlt.rlJlnld III follO'l'1 A. You I.plly ar. r..pon.lbll for P'YllIf'It, or the ..tatl lubject to IMtIIlnhtl'etlon b~ . per'onel repr..ent..t1v. It Insufflclefl\ to p.... th_ deductible It.... a. You actu.lily paid the dabh Ift.r d.ath of the dKrm.nt 11M CWl furnith proof of pIyaant. C. DMtt. balne chilled .u.t be 1t..hld fully In P.rt 3. If adcHtlonal .paca I. "..dad, 1.1.. plain PllPlr . In" x 11". Proof of pay.ent .ay b. r.que.tllld by the PA OapRrtHnt of R.v.~, c:..,<. .......'.,..< .. ........... ,TAXPAYER ASSISTANCE. ..... .,.., ... ..' ..... IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY ............ . .'i ............ .,.IlE9ISTER OFl/ILLS,. PA DEPARTMENT OF REVENUE DISTRICT .OFFICEi. . .. . OR CAU THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN ............HARRISllURG AT (717) 787-8327. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY) CDHHONW[Al TH Of ~NHSVlVAtnA M:PARYHENT OF "EVEHUt: BUREAU OF INDIVIDUAL TA)(ES OCPT. ZID60'i H"RRISllRCiI, PA 171Z..0601 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN OAT! NO. 21 ,- '1'1. 114'/ 911 03085 01-23-97 IUolUI U I"~ cr.", EST. OF PAUL A SHENK 5,$, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TYPE OF ACCOUNT [J SAVINllS [XJ ClttCRING II TRUST r:::J CtRTlF , PAUL B SHENK 322 FAIRVIEW RD CARLISLE PA 17013 REHIT PAVHENT AND FDRHS TOI REGISTER OF WILLS CUMBERLAND CO COURT ~OUSE CARLISLE. PA 17013 HARRIS SAVINQ$ BANK hu provld.d the Dep.rt.."t with tht Infer..tion II.t~d bllow Iolhlch hili l\.." uud In calculating the pohnthll tal( dul, ThIli,. r<<lord, Indicllta that at thl death of thl abov8 dllCodlmt, you wlr. a joint mml,./lu.,.,lflclarll of thl, accoUflt. If yoU "11 thh lnfor..tlon h Incorf'lct, pili" obtain wrltt.n corraction frolll thll fJnancl.1 Inltltut1cJn, attftch II ccpy tc thh fOri IWld rlt\.:rn It to thl above Itddrlu. Thll account II tllMable In Kcordan<:1 with the Irlh,,.UMcI Tlue law, of the COtMlOflw..1th of P.nntyl...rtnla. Que.tl0f11 alllY b. anlwued by oll1ln" (17) 7U-U27. COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Aocount No, 111-00004236 D.h 05-27-88 E.toblh~.d Acc.unt B.lone. 2,349,04 Porcont Toxobl. X 16 , 667 AOO\Olt Subj..t to lox 391 , 51 lox R.to X , 15 Potontl.l Tox Due 58 , 73 PAR" TAXPAYER RESPONSE [!] I.. 'AII.UnTO~I.~.X~~~quL'I' IN AN O'FIC:IAL..'l'AX~llS"SHIIIT. aA.l~ ON THUl NOTrCI I A. r~ Th. aboVI Jnfor..t1on and t.~ du. II corrClot. 1. Vou .IY choo.. to r..1t plly..nt to the RIght.r cf WUh with two Cttplll of thlt notlc. to obtain " dltcount or avoid inter..t, or you 1II1IY check bOI( ""," and rAt urn thlt no tic. to the "tghtar of lFHUI IlI'Id en official IU....lIIflt will bt IUlI.d by thl PA Otpartuent ()f R.....~. To in.ur, prl.'p,,, credit to your !lecount, two eZl copl.. of thi, notlc. lIIy"t 8(;COIlP8fW your paY.lInt to the Rlght.r of WIlIt. Hake check pay.bill tOI "".aht..r of Wllh, "'lIIflt". HOTEl If tflM pay.."h Ire _Ad. wIthin thrH (S) .onthl of the dacled.nt., deh of d.ath, YOU .all deduct a 5% dltcount of the tllM due. Any InhllrltllmCGI taM due wIll b~c.. d.1Jn~t nl~ (9) ItOnth. nft.r thlil det. Qf elMth. r CHECK ] ONE L BLOCK ONl.Y B. 0 ThI abo.... 1II..t hll. been or w111 h. ,..portld lInd tal( pllld witt! thl Pannlylvnnla Inheritance Tax ,..turn to b. filed by thtl dKudant'. ,.epr...ntativ.. If you Indlc.t. _ dlff.r~t t.K ,..te, pl..,e .t.t. ,..lIt1onlOhip to decMtent:_. c. 0 The ahovI 1nfor'ltlon l~noorr.ct ftnO/or _~.bb and deductions ....,'. Jl4lid by you. You t1U.t COllfli.t. PART i!.J end/or PANT l~ bllolll. your-r..'... ~~, ~. ~y.. ...... .........,. ',\,,'-"'ICloT "',..~~"'I..... J-:-~'_:~ ...... .... - -..,. ,......... .... ...-...,... f"'" ~.... OFFICIAL USE ClNI.Y 0 AA~' PA DEPARTMENT OF REVENUE, "',"";,;,",'",,,' ,'";'",'",',,,,','" , ""':'::';::ii PART ~ Tf.X ~~T~~~: ,. C'~r.:"!JT.~;:C~ LINE 1, D.t. E.tobll.h.d 2. Account 8.1anc~ 3. P.rcent Taxeble 4. A.ount Subject to Tax S. Debt. ~ D.ductlon. ,. AltOunt Taxable 7. Tax Rat. a. TIIIIX Due ~ ~ ----- PART [!] DATE DEBTS AND 1 :2 .3 4 S-~~, 6. 1 8 DEDUCTIONS CLAIMED ~~ ..., :: , ",":':'::':':::'1 1 2 3...JL. 4 5 , 7 X '-- 1BI__ ,- '" ',':" lil~*",-",..........o.: ~ PAID PAYEE DESCRIPTION AMOUNT PAID I 1 TOTAL (Enter on Line S of Tax Co.put.tlon) -f . Und'r panaltl.~.ef)P.rjurYr 1 dlclar. that tha caplet. to the ~..t._~f~Y k.n.~;l~dg,,,>,, b~;;af. '- .c. -- :> "'5; 'dL.A TAXPAYER SIG~~~ fillet. I hlv. reportad abov. ara tru., cor-rMli: WId HOM~-Ll.CL) / o./J - 7'('/ 'l WORK ( ) TEL~E NUMBE~ GENERAL INFORMATION 1. FAILURE TO RESPOND WILL fU!SUL T IN AN OFfICIAl. TAX ASSESSHENT with lIIPPllc.tlll 'ntlr..t b..ed on Inforlll.tlon ,ubIlltt.d bw tM HnlflCllll InlUtuUon. 2. lnh.rltantl tlM .1800... dtlllnquflnt nine IIOOthl Ift.r tn, d,o.d."t', d.l. of dnth, 1. A Joint account \, tlHlble .ven th,ygh tha dleldent" n... WI' add,d BI . lett.r of convenlenc.. It. Aoooooh (Inoludlnfil UlO" MJd b,twI'" 1'lI.l,b...,d WKt wiUII ithich thl dlOldent put In joint n.... within on. :tI,.r prior to de.th Ir. fully hubl, It tl.....f.r.. S. Account. ..tllbll,hfH:I Jolnth "tw.." hu,band Itf'Id wi fl ItGr. thlln OM y,., pr lor to d..th Ir. not tllelbll. 6. Aocountt held by . Hf:~t "In tru.l for" anotMr or other. .r. tl)(ab1, fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A . If tho Infor....Uon Ind COllpUt.Uon In the not 101 .r. correat and deducltlonl Ir. not HIIlG ohlMd, plM' ." "X" In block .....,,(,f p.rt l of thti "llMpltVlr Ilupon,." IKtlon, SIlO b<o copte, Ind IIut..It thea with your check for the .-ount of hlC to the Re,lltar M Willi of the county IncUcatad. The PA n.pllrt..,..t of R.venua will tuue an ofl1clal ...."..,t (For. REV'lSU EK) upon rlHlllpt of tn. return frol the RI,htlr of "11111, Z, BLOCK B " If thti u..t ,pecllfl.d on this notlc. h., b..n or will bill raport,d and talC paid wJth thl Penn,ylvonla Inherltenc. TolC R.turn fll.d by the d9c.dent'. r.prl.lntetlv., pinro. an "KN In block "I" cf Part I of the "TalCpay,r R'.pon.." ,totton. Sign one ClOP" at'ld r.turn to the ~A n.p.rt..nt of Revlnu., BUrlau of Individual Tal':II, O..pt Z80601, HUrhburl1, PA 1712&'0601 In the ",vIIC$I provided. 3. BLOCK C - If the notlc. ln10rllltlon to lnoorrwt end/or dlductlon. ara bllng CIDlltltd, chlClk block "C" InCI Go.,II'1 P"rt. Z IInd ! d\o~u,o.ll"w l(l U,y It,.t,lKii.loJ',1l ;",..l\1tll. 3i..., tloi.. ~"",:". .."J ...i.ioilt th.. ..~lh IUU" "",.":, :0), ~:",~ ..l.".oll~ lof I:t..~ P:;'/r.t.~.t ~;. ~:'.'.: nO;llcb:- af "1111. of thl county lndlutMl, Tha PA DIIP"rtunt uf RIVenul ~dll ll1UI ., offiolll ........"t (for. R€V-1Sft& E)() upon r~lipt of thl r.turn frOll the R.,lIter of Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1, Ent.r HOTEl the date the CKlCOunt orlalnlllh' w.. ..tabl!sh.d or tltl.d In ttlt! lIlenn.r Qxhtlnll .t dati of de.th, for ft decedent dylnt aftlr lZ/12/'ZI A~oovntl which the d'c~t put In joint n"'l within Dn4 (1) y..t of d..th ,re taMebla fully 8' trenlf.rl. Ha+~v.r, therl II ftn oxclullon not to GlCce.d '5,000 per tranl~Jl regardl... of thl yalu. of the account ur the nuMHlr of ItC:countl held. C:'" V . :0 -I ([1 \.CI ':T1(11 If . double ..tllrhk (11I11I) app..r. b.for. your flrlt rift.. In the addr..' portion of 'thh not os, thtl t".bOO Ui:..l.~~9J'l alr_lIdr h.. bien dlUuctlKt fro. thlll ItCCOW1t baLarlce 81 !"aported bV the HnMolal In.tltutloft, . , " Ifl CD Z. Ent.r the total balanca of thllHlcOU"lt InolUdlng Intar..t accrued to the data of d..th, 3. Th. percent of the IICC~unt that II tculIml. for ..ch IUrvlvor 11 det.r.lnad III follow. 1 A. The percent bMable for joint ....t. IIbblhhad .ora thtv! CtIlW vear pdor to the aoadent'. d..thl TOT Al HUMIC:" OF JOINT OWNERS EXNfJlel A joint ....t re,lIter'ad I DIVIDED IV DIVIDED BY TOTAL NU"IIER Of SURVIVINa JOINT OWNERS of the decldent and two other K 100 . ..ROEHl I"KOIlE - CO -U In tha n... p.r.on., 1 DIVIDED BV 5 (JOINT OWNERS) DIYIDt:D BY Z (SURVIYORS) .. .167 K laD . 16,7): (TAKAILE FOA;ect1 II.MtYJY.Qtl I, TM percent taxf\bla for ....te cr.at" wJthln OM y.ar of the dac:ldent'. d..th or acCDW'lt. owned'bY the ~ldent In truet for MOther Indlvlw.U,) Unl.t Mnilflclarl,,), 'Jl '.) bYt held I DIYIDED BV TOTAL NUMBER OF SURVIVING JOINT OWNERS OR TRUST BENEfiCIARIES K 100 " PERCENT TAKABLE EXWIPIII joint ItQcoont raaltterMJ In the nu. of the decadent and two othtlr perlon. end ..tIbU.hed within OM Y.lr of death by the dIe...."t. 1 DIVIDED BV Z (SURVIYORS) . .50 K 100 . SO% (TAXABLE fOR EACH SURYIYM) ft, Tn...ount 'ubjact to taM (line ft) I, dateraload by aultlply!ng the account balanc. (line l) by the parc.n~ tiMable (line 3). 5, Enter thl total of thtl cWlh and deduct10nl Ihhd In Part 3, 6. Th. MOUnt taHabl. (11". b) h IiIt.r.'nad b" .ubtractJnll the aNts and dIducltion. (llna !i) frOll the MOUnt lubJlClt to tl)l (1Int1 lit). 7. Enter the- ~roprhte tlM rat. (11M 7) III dltlrlllined below, A, for date, of dHth oc:cunlna eft.r 6/J0/9llt, tho taM r8ta. fc,' trlll.f.r. to .pou... ara II follow. I I. Data, of death on or aftar 7/1/94 and before 1/1/95 thl r.t. Is ~~, 2. D.t.. of de.th on or .ft.r 1/1/95 tren.t.r. to IpauS'1 wJ11 b. ta~ad lilt O~ taM ret.. No1" Far d3t.. of Math prior to 711/94 tren.fer. to Ipaull. .r. tOMabh at 6)(. B. Tran.f.rl to 11"..1 de.cendant. InclUding fether. IOth.r, son, d~Ahtlr, gr~dohJldran. Ion-in-law, Aught.r-In-l..., ,tepchild and thllr 1..1.1. 8'" t.l(abl. at I1x Pflrcant (6)(). C. TtlW'lsfer. to all othel" IntlLudlng brothar, sliter, unol., aunt, naph.w and nJ.c. Hr. hxlbl. .t fifteen perc."t USX), D. If you change the tax r.ta, p.l.al. 'PlClfy your ralatlonlhlp to the decadent In the .,... provided. a. Th. 8lIOUnt of t.M due (lln. 6) ill datar.ln.d by au1tlplyJnll the aNlOOf1t hxabl. (Un" 6) by the tlX rata (line 7). CLAIMED DEDUCTIONS - PART 3 DEBTS ANO DEDUCTIONS CLAIMED Allow.11 debh and d.<klctlonl ftrD d.tor.ln.ct at follows: A, 'Iou le,.lly ara ra.ponlibh for p.y.."t, (.Ir t1wt ..tat. .ubject to edIIlniltr.tlon by a par.onal raprllentaUv. 11 InlUHlol""t to p." thl d.duct1t't11 It.... B, Vou .ctullly paid thl debt, .fter da.th of the dec~ent ROd can furnl.h ~roof of peyaent, C. o.btt "In; clal-.cl llU,t be 1t...hlitd fully 11'1 Part), If additional Ipao. II "..did, UI. pllln paaper a l/Z" IC '.1". Proof of p.yaant .ey ba r.quelt~d by the PA U.pftrt_ent of ~.v~nua. , TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY "E~ISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARIUSBORG AT (717) 787-8327. TOOt (717) 772-2252 (HEARING IMPAIRED ONLY) C~)HWUtni Of flfNHSVI'/ANIA ()(PAR''''HT Of Rf.VtHU[ IIUf1[IolJ UF IHDIVIOUAl TAKES OEP', llUGI uARRlnuao, PA 111;'1-0.01 '* INFORMATION NOTICE AND TAXPAYER RESPONSE ACN DATil FILl! NO. 21 I '/</'1-1'1 I 97103084 01-23-97 tn.IUllll" n..., - -~ EST, OF PAUL A SHENK S,S, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKIHfl [.1 TRUST IXJ CERTlF , DONALD W SHENK 44273 HOMESTEAD RD ELIZABETH CO 80107 REMIT PAVMENT AND FORMS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS BANk hu provided the Dtp.rteent with the Jnfofllatlon liltad below which hat b..n uud In clIlc:uhtlng the potentl.l talC dua. Thvlr r.cordl! Indloate that at tht death of the .bov. d.cedent, yOU were II joint own.r/b.neflelllry of this l'J(;count. If yoU f..l thl, Infor..tlon I, Incorrtct~ pi.... obtain written corr.otlon frolll the financial In.\ltutJon, Ilttach ft copy to thll fnr. and r.turn it tet the above "ddr.n. 'hit ecoount. II tal<llbl. In accordantl. with the Inh.ritanc. hll< lawI of the Co..onw..1th of P.nnlylvltnla. QUtltlon. "'I b. enllw.r.d b'j oaUln~ (717) 78l-a.);!1. COMPLETE PART 1 BELOW. . . SEE Account No, 18-66-242450 0.10 E.bblhh.d REVERSE SIDE FOR 05-27-94 FILING AND PAYMENT INSTRUCTIONS Account B.l....c. 25,000,00 P.rclftt T..obl. X 16,667 A.aunt Subj.ct tc T.. 4,166.75 T.. Rot. ~ ,15 PotonU.1 T.. Du. 625 , 01 PART TAXPAYER RESPONSE ~ 11l'A'1-1m1l TO 'UI8PO~1l1lILLRISULT lNAH 0'F1CIALTAX:~8SI!SSHI!HT BAUD ON THIS MOnell To Inlur. prop.r credit to your !'lccount, two {2l copt.. af thIt notIc. JIlUlt 8ccottpllny your pay..nt to the R'lIllt.r 0" W1111, Mak. cn.ck payablll tal "Ragllt,r of willi, Ag.nt", HOTEl If ta. pfty..ntt ar. llIado within thr.. (3) 1II0n\hl of thl da9l1dllnt'1I data of daath, ~ou lIay daduot II S% dh<lOunt of the tal< dua. Any Inh.rltllllflu hI< du. will ~co.. dellnqu.nt nln. (91 1II0nthl 8ft.r the dllt. of d..th, [CHECK ] ONE BLOCK ONLY A. 0 Thl above J"'Of...Uon and talC due Is corrBct. I. Vou ..'1 choc.. to r..1t pay..nt to tho R.ght.r of WHit with two copl.. of thl" rontlc. to obtain a dhcount or avoid Intllr..t~ or you llIay chllck bOl( "A" ftnd r.nl"" this notlc. to th. Reght.r of Willi and an offichtl 811l..uent will btl lslUld by th. PA O.pltrt..nt of R.v.nu.. II. 0 Thl above ....t haw b..n or will be r.portlld and hI< pltld with the Pennsylvania Ir,h.rltllnc. Tal>: roturn to bI fU.d by the dMlId.nt'. r.pr....nhtlv.. C. 0 lhl above Infor.atlon It ~n(:orr.Clt I!tMd/or d.bts and dldur,tlontl w.r. paid by you. You JlUlt cNlPht. PART {'l.J andlor PAR' [3J b.low. PART ~ If you lnd1~~t.r."t t.~ r.t., pl.... .tat. ~our r.laUon.hip to deoldent: _. ., . CIAlciUSE ~. 0 AAF! PA O'kPARTMIrNT OF'ReYENUE . '!'.~.X P..!T~~~! .. e"H~!.rr.~TIO~ LINE 1, D.t. E.t.bll.h.d 2. Account Balane. 3, Parcent raxabl. tt. A.ount Subject to rl)( S. Debt. ar.d Deduction. 6. A.ount Tax~le 7. Tax R.t. e. Tax Dua ~~ T^Y. ~~ J~!HT/T~U~T ~~CO~~'!', 1 ~A~ "'t' ~,.._~:\:~.. ~;1 .J t_....__.~ PAR, L~ DATE PAID ~+ DEBTS AND DEDUCTIONS 1 ~, 2 3 4 5.,. . \}, 6_~ 7 a CLAIMED l:! 2 3--lL.__ 4__ S 6 7-lL &- tl '" ,~ '''0 l"-' (fl ,",,4 T: ~;)' -;:; ~.~ - - PAVEE DESCRIPTION AMOllNT PAID ~ . -=1 TOTAL (Enter ~n Lina 5 of T.~ Co~put.tion) -.- Und.r penaUia. of p.rjury, I declare that the \~...., 00.,.1.t. to. the ba'Ct- r IIY kn:~hdga and baUaf. \)x;;Y~~"~I~N~~~RE' .. hot. I hay a ,...port.d above are [IOME__C, , , ) (, fi. WORK (I".:) :' 7 I TELEPHONE NUMBER trua, cor,..ct ,',/{. ,),. 6', " 'c, .nd . j:'/ GENERAL INFORMATION 1. FAILURE TO RES,OND WILL RESUl.T IN A-,N OFFICIAL TAX ASSES$HENT wllh lIpptl<iabh Int.r.lt b...d on Infor..Uon 1Iub11ltted by the flnltnel.l in,Utution. r, Inherit.'IOll tll< bIClO... dlllnquant nine lonthlll after- th~ tllt"d.nt', lhth of d..'ih. J. A Julnt IClCOurot III tlllkabla 1\,1"" though th" ""u.d.nt's nlllll loin' Itddlld 811 /'l IIntl.t nl (iOtWI" 111I1101. 4. ACClounh (Inoludlng tholo hlld b.twlI*fI hu.bftfld 'mtf wlf.J loIhl(;h the decld.nt put In joint !lalllll' within one y..r prior to deleth ar. fullv tal(\Wh III tran.farl. !i, A(I(lounh ..t.blh~ jointly hlltWflel1 nll.band line; wlh 1I0re In." on. Yllllr fir lot' to d..lh IlIr. not IlIklthl,. 6. ACloount. "lid bV . dl{)ldant "In tru.t for" anothar or othar. a". lul!obl. 'lilly, REPORTING INSTRUCTIUNS PART 1 TAXPAYER RESPONSE 1. BLOCK Ii - If the 1I'lfor..tJon Itnd cOllputathm In the notl"l l!lrt uorret.t /tnd d"ducUIJne itr. nat beinlJ clal..d, plau an "K" In hl~tI "A" of PlIIrt 1 of the "Tlucpfly.r R..pon.... s.ctlon, 51,," two cOfJI.. tmd .ub.it theM with your Chfllk for the MOUnt of taN to tht hghtar of Willi of the county Iru/ir.fltod, The p~ n.pftrtul,t of R.v.null "Ill 1111.1. nn offlolAI htl....lMOt (((Irlll Rf:V'1',,4i8 tK) upon re<letl"t of the return froll the R.ghhr of willi, 7., BLOCK a - If the Utet IP.<:1(I,1I on thll "(lUCIl hn b..n or will be rsport.d I'M taM patd with the P.nf'l.ylvtnia Inh.rltatlc). TaM R,tw'n f11.d by the d.cecl.nt'lI rerrullntlJtlvCl, plflce fin "X" I" hlock "sft of Pllrt 1 of the "hIMP"y.r Aupon.... ..cHon. 'SIgn on, copy and ratut'n to th,. PA O.pflrh.ont of R.venll', 8urnu of ImllvlduPll Ib>l4"/ nept 2:80601, tlllrrllbury, Pl 11128-0601 In the .nvelopo proylded. 3. !tDCK C - If the notice Inforllll!itlon II IMorroct and lor deduction. ar. btln" cl81ud, ch~ck bloC(l Me" IIInd cOllpleh P8rh l "nd 5 bl........'J~l'lt (", U,.. ~"...,..!",;.\,O"j; j;,,,,;'UJI. :~..,' ~"U "'.....1.... ,,,,..; .."....il !,;,,,,... ...~'I -1""" "'it....;.. ;.., t;,. Ci....:.-.",~ i:J: tb"': ..oito...11,; t.... n-" n4;"I:atar of Willa of thl county In-dJclllhd. Tilt PA Dat1l!1rtl,.nt of Rov.nut wl1J luu. IIn offloJ.J. 811.....nt (I'"orll REV-lS48 EK) upon rlKletpt of the ;.~urn fro. tht AIlAI'i:1r of Will.. TAX RETUHN - PART 2 - TAX COMPUTATION LINE 1. Enter NOTE: thl dlt. the account orIgJnl!lllY was ..tl!lbllsh.d or titled In thl .anntr 8>11.t1ng at dlllt. of death, For" d.cld.-nt dyIng 8ft., lUll/IIZt AccoU(\tt which the d.etd.nt put In joInt na~.s ~Ithln ani (l) y..r of dnth .r. hlllable fully u tren.f,,". How.lJ.r, th.,a II an exc1ut10n not to exc.od B,OOO p.r tr.nthree rellardll.. of the velue 9" tho 'c~oUrnt 01' the llUIIbar of &<:(lounh htlld, EXIlIlflI81 If fI doUble luhrlsk Out) appn" bdore your flr.t nne In tll. add,... portion of thh not1<:e, the U,OOO ex-aIull1un ,_,'_ j_ .l"ady hnl b..n dtlductod fru. thll IKlcount beIente as reported by the financIal Institution. ,. i '"I-'> ':. /,1 it) jj r.I...., ' i,/ (,;) Qo I,l s::r;;: O:n OJ(/) O!1>, .... ~l 0 0) <D . Th. p.rcent tII)(ablt for $t...h ernh.d within on. "tlllr of thfl dettdent., c1uth 01' aCCIOunh own.d by the decedent but h@~ ~ In t""t fDr anothlr lndlvirtulHI) (tru.t bllll.flchrI..)1 .:) :n en "o:r rom Qz of d..~y of duth. follow. I to the d.e_nt'. dnth: ,. ., Erlhlr the tot~l bel.ncl (jf UtI! I!IC(;ount lnoludln9 Intlllrut I!IcClruttd to the (\8h rho p.runt I)f the II<lCiCtunt thnt h tl'tl(8bl. for uch lurvlvor h d.tRr.ln.(\ ftl .. Tha JHlro.nt tax8tlle for joint 1"~lIh ..t.blJuhed .ore then on. yur pr'lor DIVIDED BY roUL NUHBER Of JOINT OWNERS . joint at.tt rlullttr.d DIVIDED BV TOTAL NUHBER OF SURVIVING ,JOIHT OWNERS the decedent lJnd twa 6th.r , 100 .. PERCENT T AKUt E In the n.... of p.r.Dfl.. I DIVIOED IV 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .161 X "0 16.7% (TAWAIllE fOR (ACti SURVIVOR) ., 1 DIVIDED BY TOTAt NU~aER OF SURVIVING JOINT OWNfRS OR TRUST BEHffICIAIHES , 100 .. PEMCENT TAXABU: EM~l'l Joint &Couunt regilttred the dec:edont. 1 DIVIDED IV 2 CSlJrJIVORS) . ,SO )( In th'rule. of the d.c.dent IIInd two oth.r plrlOnl and .st8bII.h.d wIthin on. yeDr 100 . 50% (TAKABLE F~ EACH SURVIVOR) 4, S. .. 7. The lUIOU'tt Subject to hl( OIn. 4) h dGt.r.tned by lIuIt1plylng the Bccount helenct ClIne II by the p.rcent taxnhht (Un. :U. Enter the tat.l of the debh and d.duct!o". Lhtod In Part 3. Th. ..ount t.~able (Un. 6) 11 d.hrllln.d by lubtrltctJng the debtl I>nd dtduotJons (lln. .5) fro. the afllount subj.et to tal( (Un. 4). Ent.r thtlapproprl.h tllK r.te (1 (nil 1) 81 d.terllln.d bllow. A. For' d"tu of cM.th Mlcurdno .H.r 6/30/94, the tlllC rat.. for tr"nlf'rl to SPOUll" 8r. .. follow'l 1. Datt. of d..th on or I!lfter 1/1/94 and btfore 1/1/95> th. rah is 3%. Z. Dllt.s of d..th on or IIft.r 1/1/9l1 tran.f.rl1 to IPOUS" wtlI bll taxed lit 0% ta)( rlllt.. No'tel For d.te. of dellth prJor to 111/94 tren.fers to spouse. ue hMlllble I'lt 6:'::. 8. Tran.fers to Iln..1 dlle;endents Jncludlng fllth.r, l!I(Ither, lon, dlllughter, IIrandchlldr&n, lon.'in-law, dltught.,pAn"lllN, .t.pchlld 80d thlir h'llII III,. h~abl. lit .he p..'Jrcent (6%). C. Trens'", to aU oth.,. tMludlnCl brothlr, Ihh,', unclll, aunt, nephew -!1M "IReI are hXllbl. lit fUtllen percent <1S%). D. If YOU chane- the t&~ rat., pll.tl ~?8ctfy your reletion.hlp to the d.cedant In th. lire. provld.d. 8, The I!lIIOUtlt of tlue due 01nll 8) Is d.tar"in.d by .ultlpl)<lng th.. ".ount tlllxabh OIn. 6) by thll talC rat. <l1n. n. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED .11uw~Ie d.bt. and d.ductlons art dettr.in.d ~I follow'l .. You 1.g~1l... are r..j:tOflslbl. for p"....ent, or tt-. ..tat. .ubject to 8d11lnhtratJon by II I='t"oo,,1 repl'esent.Uve it Inlufflcl..,t to pay the doductJbh I hll.. a. Vou aotually pllid till dltbh afte,. d..th of the d.cedent and can furnIsh proof of poaYlllln\' C. Debt. beinu ~l.i.ed .ust b. It..llad f~lly In Part l. If additlonllI 'pat. Is n..dad, 1.1.11 ploth pap.r 8 I/Z" x 11M. Proof of pa)'..nt ..:tt bit reque.t.d by tht P-. O.part..nt of Rtvanu.. TAXPAVERASSISTANcE IF YOU NEED FURTHER INFllRHAnON OR ASSISTANCE, CONTACT ANV < REliIISlEROFWILLStPADEPARTMElIT OF REVElIUE DISTRIcT OFFICE . . , OR CALL THE .UREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRY UNIT III HARIUSllURG AT (717) 787-8327. TOO' (717) 772-2252 (HEARING IHPAIREIl ONlY) CDfWIlONW[Al TH Of' PfHHSVl YANIA D[PAR1HfNl OF R'f::W[HUE BUREAU Of INDIYIDUAl TAlllS DEPl. 1I0601 tllRRlSIIJRO, PA 1711l-0601 * INFORMATION NOTICE AND TAX~AYER RESPONSE FILE ACN DAre: 1m. 21 11i'i'!~I'17 97103086 01-23-97 tlV.aH II M' (/.nl -, EST, OF PAUL A SHENK S,S, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TYPE OF ACCOUNT [] SAVINGS iii CHF.CK ING IJ TRUST tJ CERm, DONALD W SHENK 44273 HOMESTEAD ELIZABETH RD CO 80107 REMIT PAYMENT AND FORMS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAilINGS BANK hu pl'ovld.d the D.part".nt with the Inforlll.tlon ll.hd below loll-doh hili b.." u.ed 1n calculating the pot.nthl t"ll du.. Thllir record. I"dlcat.. that tit the de.'Ch of tha abo",a daoedllnt, YOU w.r. a Joint own.r/ban.Utlary nf thl. acoount. If you f~.l thl. Infor.atlon I. Inoorrllct, plpa.. obtain wrltt.n corractlon froll the fln."olel In.tltutlon, attaoh . copy to thl. forlll and r.turn It tu the abov~ addr.... Thl. account I, ta~lIbl. In accordanc. with tha Inh.rltanoa T~ll l~w. of the Co..onwII3Ith of Pennsylvenla. Qull.t!on. .11'1 be anslll.rld by call1nl (717) lal-.~21. COMPLETE PART 1 BtLOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Aocount No, 18"00004236 D.t. 05-27-88 E.tabl1tih.d Ace""nt Bol.no. 2,349.04 p.re.nt T...lo X 16.667 AllOunt Subj.e! to T.. 391,51 T.x Rot. X , 15 PotonU.l rox Du. 58. 73 PART TAXPAYER RESPCNSE [!] nA~H'~1 T~~ISPONlIlfILl; RISULTIM APIOJlFICIAL TAX ASlIllSSMllMT IASllI OM THIS !lOT~CIJ A. 0 The eho.... Infer..Uem and tIIH due Is correc\. 1. Vou aay choolll to r..it pay.ent to the RIlIII.tar of Willi IoIlth twa copt.. of thh notlc. to obtain II discount or avoid lnt.r..t, or you lIIay chICk box "A" linG r.turn this notio. to the Relhter of Will. ~nd ~n afflcl~l dSs.ss..nt wJll ba i..u.d bv the PA napartaant of R.venu.. To IntUl'. prop.r crad1t to your account, two (Zl oopl.s of thl. n~tlc. .ust ~cco~pany your pay.ant to the Rllgi.t.r of Will.. Hak. check payable tal "Rlllitt.r of Wills, Alant". NOTE: If taM pay.ent. ar_ ..d. within thre. (3) ~nth. of the d~.dent.. dat& of d,.th, you 118'1 d~lct a 5% dltouunt of thot taM du.. Any Inherit.nee tall dul will bKOM8 d.l~,';quant nine (9) aonths after the data of d..th. [CHECK ] ONE BLOCK ONLY B. 0 Thll above IIU.t tin bun or wJll bu rGportllci lInd tlllll paid ",ith the P.nn.ylvant. Inherltanc. hll r.turn to bl f1l1d by the ~<:.d.nt'll rllpr...ntllltl",., 'J:) 00 ; on, c. 0 TIl. $bove infor.atlon 1'1 Incorrect and/or d.bt. l'lnd d.duotlon. w.ra Pi1:dfbY you.~CI ' Vou .u.t co~l.t. PART ~ and/or PART ~ b.l~. If you indic.t. . dift.rent t.x rat., pl.... .tat. your rel.tlon.hip to dtte.d.nt I -.---, OF 1 2 ! X 4 5 '-- 7 X 8_ ..................~ ~\ "~ OFFtCIA~~$EO~l~ (J A~ PA ~EPARTME~T OF ~lEliENUli ., , , . =i:.L...__"'~~"r"-'_";'_ , . -. . .. ,', ,~, ,.,1 1'1.1 u, Y.l ~l. PART [!] TI',y' LINE P.!TU~H - C~~PUT^T!OM 1, D.t. E.t.bl1.hod 2. ACQount I_lane. 5. Percent raxabl. 4. AMOunt Subject to Tax S. Debt, and Daduction. 6. A.ount raxRbla 7. Tax Rat. 8. Tax Du. TAX O~ JOIMT'TP.U!T ^CCOUMT~ PART ~ DATE PAID DEITS ANlI DEDUCTIONS pr.D 1 2 3 4 .5 6 1 8 CLAIMED ...4\~, ~ -- - ~~ PAYEE DESCRIPTION AMOUNT PAID ~ . ~ - t= i TOTAL (Ent.r -~ on lln. 5 of rax Comput.t1on) Uno,.. p.n.lU.. of p.,..jur)l, I d.cl.ra 'lh.t tt... f.ot. I (,~~:l.~.~~ol:~J ~.~\ot,:kno.hdg. .nd b.ll.t, TAXPAYER SIGNATURt have ~.port.d .boy. .,... tru., oarr.ct .nd HOME (,>" ) (,( i .; ,Ie \ WORK (~. ) ~ ,,'--;( -'{l '_,\-0 ';; /, TELEPHONE NUMBER DATE '/ ;' GENERAL INFORMATION 1. F"ILURE TO RESFOND WILL RESULT IN AN UFFICIAL TAX ASSI!SSHENT lollth IIppllc:abll Inter..t bll..d on Infor..tton .ubIlltt~ by the fJnanellll InI~lt\ltlon. Z. lnherltanc. hI( beClo." delinquent nine Month. Ilft.r thl dle.dent', date of auth, 5. Ai joint IlCCOunt I_ tSlCflblt ......, though thl clllo.d.nt', na.. W"II fldned .. III ",..tt.r of cunvenllntl. ~. Acoount, (Including tho'l held bltw..n hu.b.nd and wifll ~hloh the dloldent put In joint n.... within nnft y..r prior to tN.tth Ir. f\l11Y tIIJ(Mlh III tran,hr.. ':I. Accounh u\ablhhlKl jointly bIt",.,," hutlbMd and wlf. Hr. th.n anti 'iU" prior to dlttth art not hubl.. 6. Accountll h,ld by II dlllldent "In tru.t fOI'" &nothlr or othl,.1 IItt hxol, fully, REPORTIN0 INSTRUCTIONS - PART 1 TAXPAVER RESPONSE 1. StoCK A . If the Infot..tlon .no oo.,u'tlltlon In thl notloe Ir' o(lr,.lo\ tlnd daduot1on' arl not baing chl.ad, PllHlI .." "X" In block "A" of Part 1 of tha "TaMPayar Ra.pon,a" ,~otlon. SI," tMO cople. Rnd .ubalt thl' Mlth your chack for the ..aunt of taM to tna RIgl.tar of Will. of the eounty Indlcatad. The PA Dapart,.nt of Rlvlnue will I..u. an offlol.l .......-ot (for. REV-IS48 EX) upon r.c.ipt of the r.turn fro. lh. Regl.t.r 0' Willi. Z. alOCK I - If the a..lt .p.olflad on thl, notloe ha. b~.n or wJll ba rlported and ta" p~ld with the Plnn,ylvanl, Inh.rltanel Tfl" Rlturn flhd by thl d.e.,dlnt', rapr...ntatlv., plaoa an ")(" In ol('lck "D" of Part 1 of thl "Ta"plYlr R..pon..... ..,tlon. Slin on. OOpy and r.turn to thl PA Departlllent of Revlnu., Buraau of Individual TaKa', Oapt 1'&0601, Hartllbu"o, PA 171281-0601 In tha anvalope pI'ovld". 5. ftlOCk C - If the notlo. Infor.atlon II Jncrrr.et andlor daductlon. ~r* b.lng el.INed, ch.ck block "C" and eoaplat, Part. Z and 5 &':'<;>I;''::ln,; t:. 1::'a. l"J~"..:.tl.J:.. bill.;... ~1"., l"w .:..;.~~... c.i.~ ]...l._lt t~". ;.,l~~, i';''', ':'~,Ii~:, :~.. ~:,. <iiA....J"t ~.. ta;, I-.;~abl. t.. t:,a f1lliil..tI,.. of will. of the county Indlcahd. Tha PA Oapart...nt of R.venu. will luua an I)fflo181 e.......nt (For. REV-aft8 EX) upon r.e4llpt of the r.turn fr08 tha R.ghter of Wills. TAX RETURN - PART 2 TAX COMPUTATION LINE 1. Entar the data the aoaount originallY wa. e.tablI.had or tltl.d In the Illlnn.r el(l,tlng ~t d.ta of d.ath. NOTE I for a ~ca(h,nt d~lng aftar IZ/1Z/aZI Acco\'tlll whJch tha d.c.dant put In joint ne... within on. (1) y..r of d"ath ar. h~abl. fully II transfers, However, tha" h an al(clu.lon not to eKe.ed U,OOO par tranlfer" ragardl... of the va1ut of the I(lCGunt or the nUlIbar of eocounh held. If a double ast.rl.k (MM) apP8lr. bafora your flrlt n~.. In tha addra'l portion of thl. notlo., the '5,000 'Kolullon alr.adw ha. basn d~t~ froe the account balanc. ~, r.portod by the fJnanolbl Inltltutlon. Z. Entar the total ballrrC' of thtl IWCount InCluding lntar..t accru.d to the datI of death. 5. The perctmt of thfll .ocount thmt h ttlMabla for ..oh lurvlvor h datar'lnad .. fcollGWIl A. The p.rolf'lt tll(lOlI fDr joint e'~at. ..tablhh.d eo,.. than ClInG )l8ar prior to the dea.dant', ... , " " I t,/ ;" ) Jd -J A' ,....> J(n ,'< T'" ;' '~/"'~ ") ".v I",,) f.') e. The p.rc.nt taMabl. for a...tl cr..ted within on. yaar of th. d.cadent'. d..th or eacountl owned by the d.o.dant but h~gl ,. In tru.t for another IndlviduaHI) (tru.t benaflalllrlu)l .... 0 Cv m . Oil> <;: -\a..~ ::" !J C/) EM_lal Joint sccount reglst.l'.n in th. nIM of thai d.cadent and two oth.r per.onl and ..tftblhhad within one ynr o'j .surby the dacadclnt. Q.l m 1 DIVIDEO BV 2 (SlJFtVIVORS) '" .50 l( 100 .. 50i: (TAXABLE FOfI EACH SURVIVOR) Q. ~ ". Thai fNIOUt'It .ubj.ct to tax Clln. 4) III d.hralnad by IlUlt1plying th. account b.lanca \1Jna Z) by th. ptrc.nt taxabla (Iln. 5), ;1\ 5. Entar ttM total of the debts and dMluctlon. Iht.d In Part 3. 6. Th. aaount taMabla (tlna 6) h d.t"rlllned by .ubt..actlng the d.bh anet d.ductlon. (lIn. Ii) fro. tt'1I eeunt lubj.ot to taM (Une "I, 1. Ent.r the appropriate tlM rate (Iln. 7) el d.tllr.Jnad below. d.athl 1 DIY'lDED BV TOTAL NUNBEff Of JOINT OWM:RS A joint ....t rllght.rld IHVIDfD BY TOlAl NUMSER Of SURVIVING JOINT OWNERS the dlc.d.nt and two oth.r X 100 . PERCENT TAIlAalE Ex....,I.1 in the nMIII of perlon,. I DIYIOED BV 5 (JOINT OWNERS) DIVIDED 8Y 2 (SURVIVORS) . .161 )( loa.. 16.7% nAMABLE FOR EACH SURVIVOR) 1 DIY1DED BV TOTAL HUNBER Of SURVIVINQ JOINT OWNERS OR TRUST BENEFICIARIES )( 100 . PERCENT TAIlABlE A. For dat.. of da.th ~currlna aft.r 6/50/94, the taM rat.. for tran.f.r. to 'POUI" are al folloWl1 1. O.tOl of da.th on or aftar 7/1/9" sod b.for. 1/1/95 the rat. Is ~i:, Z. Olt.. of d.ath on or aft.r 1I1/9S tran.f." to spou... will ba tand at O:C hI( ret.. Not.l For d.t.. of d..th prior to 7/1/94 tronlf.r. to ~poula. ftr. taMable mt 6:C. B. Tran.fa" to lInalll d..c:endant. inclUding father, .othilr, Ion, daughtlr, IIrandclhlldran, .0n-In"llw, dllUQlht.r-ln-law, .tapchlld and th.lr lIlu. Itro taMftbl. at .h parc.nt (6iO. C. Transfe" to all others inaludlng brothar, Ihter, unc:l., aunt, n.phew and nl.o. era ta~ablll at f1ft.." percent US):). D. If you chang. the taM ,.at., pi.... "peclh )lour ...lstJon'hlp to the dUlldent In tha ar.a provided. 8. Th. aIIOoot of tal'< du. (line 8) I, d.t.r..ln"d by IfUltlpl)llng the Mount taMebl. (lln. 6) b~ the taM rata (Iln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabl. debts and d.ductJon, art d.t....in.d a, followl: A. You I.gally a,. ra,pon.Abl. for pay.."t, or the ..tet~ .ubjaot to ItdIIlnhtratJon by . p.rsonal ropr..."t.tJ.... h In.ufflellnt to PI!\, lh. deduotlbl. It.a,. a. Vou aotultlh p,lI-J the debts Aft.r dealh of the d.udlllrlt .nd can furnllh proof of pay..nt. C. Debtl being olaisad !lUlt u. It..h:1d fully In Pert 5. If addltJonll speu it nll.d.d, u.. ph In j)aper 81 1/2" K 11". Proof of pay.ant ftlY be ...qU.,tlld by the PA D.psrt..nt of R.venu.. TAXPAVF.R ASSISTANCE If! YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV REGISTER OF WILLS. PA DEPARTMENT OF REVF.NUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAV~R INQUIRV UNIT INHARRISBURG AT (717) 787-8327, TDDI (717) 772-2252 (HEARING IMPAIReD ONLY) COMHOHWEAL TH Of flEHH~"'L IJAHU Df.PARTHENT Of RElJfHlJ[ BUREAU Of INDJlJlnUAL TA)lES DEPT. 1I0601 ItARRts!URO, PA 11121-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILl! NO. 21 /'/11 / 1'1'/ ACN 97103082 PATE 01-23-97 IlV,lIH 1M '" (/.911 EST, OF PAUL A SHENK 5,5, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TVPE OF ACCOUNT o SAvn;us o CHECKING [J TWST [i(] CERTIf , DONALD W SHENK 44273 HOMESTEAD EI.IZABETH RD CO 80107 REHIT PAV"ENT AND fDR"S 101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS BANK hili provided the n.part..nt with the lnforlllRtlon Illhd bllow which hu bu.n uIed In calcullItlng thl potlntlal taM due. Thlir r.oordl indicatl that lit thl d..th of thl aboVI dlcldent, YOll war. a joint own.r/b.neflolar)! of thh acoelunt. If YOU f..l th1t Inforutlon II Jncnrr.ct, pl,.I. obhln wrltt.n corrllctlon fro. th. flnancd"l Inltltutlon, IIttnch II COpy to thh for. IInd r.turn it to the 80010'1 addl'ilUI. Th1t ac(:ount II t!t)(obl. In acoordanc. with the Inharlhnr.1 r"M llllrll of tha COII.onwla1th of Pllnnlylvanla. Que.tlonl .ay bl an.w.r.d by calling (111) 787'd~l7. COMPLETE PART 1 BELOW . --- Account No, 18-66-266247 D.t. E.tablhhed REVERSE SIDE FOR 05-19-95 FILING AND PAYMENT INSTRUCTIONS . . SEE Aooount BoI.n.. 17.196,15 P.rc....t Taxabla K 16 , 667 AlIOUnt Subj.ot to T.., 2.866,08 Ta. R.t. K .15 Pot....thl T.. Du. 429,91 PART TAXPAYER RESPONSE [!J r FAm.. TO 11I!$PO~J lfX(L RI!8UL T III II" ~!f!:lAL TAX ASSESSMIIIT IASlD 011 THXS HO'nc. .. 0 Tha ahove infor.aUon &nd tGM due 18 (lcrract. 1, You .fty chou.. to rll.Jt pav..nt to the RilgJst.r of Will. with two cop I.. of thl. notlcl to abteln a dllcount or lIvold Inter..t, or YCU llIay check bOM "A" lInd return thh notice to the Raghhr of Wlllt and an offIcial lIu.....nt will ba Issued by the PA nalllllrtt,.nt of Ra\l.nua. To In.ur. proper cro~lt to your aocount, two (2) COplll1 of thl. notlc. .u.t acoo.plIny your pay..nt to the R.g!ptar of Willi. Haka chick ~ftyftbl, tOI "Ragllt.r of WIll., Agant". 'toTE I If hI< pllYllltnh .r. .ada MIl;,ln thr.. (3) .ooth. of the da9ldont'. dftt. of danth, you ..y deduct II 5~ dl.count of the taK dUll. An)' inharitencll tu due will bKo.. aelln/fUttnt nIne (91 1ll0nthl nfhr ~h. data of duth, [CHECK ] ONE BLOCK ONLV B. [] The above 1I...t has baan or will bo r~port~d IInd tal< paid with the P.nnsylvanla Inh.rlt&nca raM return to ba filed by the dacadltnt'. r.prluntaU.".. C. [] The &Dova Infor..tion I~ Incorruct 8nd/o~_~.bt. lInd ~.ductlon. war. rmld b~ yOU, You It\J.t cotlPht. PART 0 IInd/or PART ~ balolol. 1 2_ 3 X 4 5 6 7 a ...... OFFICIAL USE ONLY 0 AAI'" PA n. ' R1MEN,T OF R.~, NUE . --,-~--~-,- ''''. ','. iq 1..1 J""-. !,.~, ~,,: ______ If you indicat. a diffar.nt ta~ r.t., pl.... st.t. your r.lation.hip to dae.dent: ____________ PART ~ Ta~ pJ'T!JD" - r.nfolDIIT.".n"" LINE I, D.t. E.t.bll.h.d 2. Ac~ount Balance 3. Percent Taxabla 4. A.ount Subject to rax i. Debt. and Daduction. 6. A.ount T.xable 7. T.x Rat. 8. Tax Dua n~ T,ax (I'" ,.In,,'"T /TDI!~T ~.r.r.OL!"TS PART @J DATE DEBTS AND DEDUCTIONS p/t,!J 1 ~ 2 3 4 5 ,n ~, 6_, 7 8 CLAIMED .:>,. , !!:5 . , I J :g .. I...) ,,' .~ ., 0 ...N - \.~ - X "\it ;... ,.o'/' PAID t , PAVEE DESCRI PTION AMOUNT PAID ~I TOTAL (Enter on Lina S of Tax Co~put.tion) --j . Under pan.l U.. ,',~o"",loto to tho b..~" \ .A_"'-...---. ,.,-", ., (~ ) TAXPAVER SIGNATURE of par jury, I de(l!ar. th.t tn. of .y knowlldga and balief. ,~ >.. hot. I have reportld .bo~1 ara truI, corr.ct and HOME, ( (II ,', 2 [. ,/(. " ./{_.J..._____ WORK (i" ) '0'71 (I',', U ;< , 'I') TELEPHONE NUMBER DATE GENERAL INFORMATION 1. FAILU"F. TO RES,.OHD WILL RESlJl T IN AN OffICIAL TAM ASSESSMENT with "",II I efltl !a Int.,II' b..ed on Infar..t1on ,ubIIlttld by tM ,l!llll1cl,.l In.tHutlon. Z. Inher I tftftol t'lt becMl.' Iif.l1nqUWlt nlnl .onthl .ft't thl rt'(lld.nt'. dlt. of dlllth, S, II Joint .ccount II hlCllbl, .II~' thoulit' thl d.o.~t'. "".. Will added 81 II ..ttar of conl/anl.l,u. ~, Auounh (Inoludlng tho.. hlld b.t.....n hutbWld .nd ..If,,) uht(lh thl deClldllit put In joint ".... within one lI,.r prior to d..th 1"1 fully UlClJble '" t'WI,f.rll, Ii. Aacttunt, ..tMlllthed jointly blt.,.en hUlbbNI Md wlf. Hr. th." onl y..r prior to dnth It'" IlfIt hMllbll. .. Account. h<dd hy . die"'" "In trulIt for" M'Klthlr Dr othar. '1" "!'CHla fully. REPORTING INSTRUCTIONS - PART 1 TAXPAVER RESPONSE L .lOCK II If ttt. Jnfor..Uon ltnd COlIPut,tion In the notlcl '1" corrlet Ind d.duotlon. fir. not blln, clltlMl, pltol an ")I" I'" bloClk "A" of P.rt 1 of thll "lal<p.v.r R..pon.... uotlon. Slun two cOJ\lu Itnd flub.1t th.. with YOUr chIck for the lIlIOunt of tlM to tMi Rluhtlr of Wl1h of the county Indlolt.d. Th. PA Deputllant of Rlvlnu. will IIIUI an offlcl_l a.....nnt (Fori REV-li4' nil upon rloelpt of the r.turn frOll the R.,hter of W111.. 2:. !LOCI( I - If the ....t .p~lfl'd on thl. noUe. hIli b..n or 11111 b. rlported and tlM paid with th. P.nn.Ylvlnle Inh.rlhncIf laM Rlturn fll.d by the dlOld."t'. repr...ntIUVlj pilei an ")(" In bloCJk ..,," of Part 1 of the "TIMply.r Rltponll" ..cUon. SIgn onl oopy and r.turn tel thfl PA D.part..nt of R'VIMUI, !Iur..u of Indlvldutll taM", Dirt 2'80601, tl.rrl.burg, P. 1112'8-0601 In the .,,,,.Iop. provided. 5. BlOCK C - If the notl01 InforM.tlon I, lnoorr.ct /lnd/or deduction, arl b.lng clal.ld, chlok block "C" and oOIllPlltl Plrt. 2' Ind 5 ltCIoordlMIJ ;'0 \,1111 lnltruullulf. UliI;UII, Shl" ,.... ..u~.iill. <*"'" ..,,~..:l ~i,... ..:t:. y".., (",....J.; ;..: U,,, lilo\..>;"t uf t.." .,G.6:'1" t.. t:.,. ::.jlbttr of Will. of the oounty Indie.tld. Th. pA Dep.rt-.nt of Ravlnull will I..u. an offlct.l .I....-.nt (Fori REV-1548 EX) upon rllolllpt of thl rlturn fr~ the R.,I.tar Qf Will.. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. Ent.r th. date the aooount orlg1nlll~ w.. ..t&bI!lh.d or titlld In the .annar 'KI.tlng at dlt. of d.lth. tKlTEI For a d.c.dent dvlng aft.r 12112182'1 Accounh whioh thl dlclldllnt put 1n JoJn~ na... within on. (l) vur of- d..th Ilf" ttlMHI. 'ully at trBn.hr.. >>OW'''lr, th.,. I. an uclu.lon not to ItXCllad 13,000 per tran.fllr.. r'lJlrdl... of the valu.. of the tlOClOl.lnt ar th4l nuIIbIr of .ceounh held. If . daubl. ..t.rllk (MM) ~..r. before Vllur f1rwt nMI In the Idd,... portlon of thh notloll, the n,ooo .Molu.lon .lr..lId)' h.. baIn deducted frGl tI'M .ocuunt b.lanoll U rlportH bV thlt f1nenoh,l InttJtutlol\. 2'. Ent.r thfl tobl b.lllnO. of thl lIleoount lncludlllO lnt.r..t accrulld to the dotl af a.th. 5. The perClttnt of thl acoount that II tOKl!lbI. for G1aeh .urvlvor II d.br.dflltd lIS fo11oMII A. T~ percent teM.al. for joint .t~.tu ..tabll.hld Mar. th~ onl y~"r prior to the d.c.d.nt'. d..thl TOTAl HUH.ER Of JOINT OWNERS fxaaplal . joint ....t r.gi.t.r.d 1 DIYlDED IV m~s::: N' ~ J) Ill!\)' TOTAL HUHBER OF )( 100 . PERCENT TA)(ABlE cr (j po SURVIVING JOINT OWNERS CD In the nlt.1 of th. d.cld.nt and two oth.r p.rson.. ::r J: ::. :'-:-0"'" 1 DIVIDED 8'1' S (JOINT OWNERS) nIVIOF.D BV Z (SURVIVORS) .. ,161 )( 100 . 16.7% (fA)lAftlE fOR EACH SURVIVOR) "C') 3 ~ r\ lD ' TMi p.rcent tllxable for lI...t. creatad within onll yur of the d.c.dllnt'. d..th or aocounh owned by the deoldllnt WtS!..... In tru.t far 4IOOthll- IndlvlooaHII) (tru.t bentflcJarlu) I ~ m ~ 1 DIVIDED BV TOTAl HUMBER Of SURVIVING JOINT )( 100 .. PERCENT TA)(ABlE _~ Cl ~ OWNEIlS OR TRUST !IEN(F Ie lARIES Cl :n C/) In thll n~. of the dloldllnt lInd two oth.r p.r.on. and ..tabll.hId within one y~iL~~lth bv ~ 100 ~ 50~ (TA)(lRlE FOR EACH SURVIVOR) Cl ~ ^ S), DIVIDED !V .. EM.-plll Joint eoonunt r.ghtll".d tMi a.ctdlnt. 1 DIVIDED BY 2: ($UIWIVDM) . .50 4. The MOUnt .utJjact to ta)( (Iin. 4) it d.t81'.lned by MUltiplving thl account blllanol &. Entlr tM totll of thll d.bts and d.dunt1on. Ilthd In Part ~. i. 1'h. .lIOUflt h.)(.,11 (11n. 6) 11 d.t.r.ln.d bv subtract1ng thll dllbh IInd d.duction. (I1nll 5) tl'O" 7. Enhr the epproJfrlatl tllM 1"11.1 Clln' 1) III d.t.,'.lnlld blilow. (1ln. 2) b~ thll pllrcent teMabl. (line tll. a.oum: .ubJtot to tllM l11n. 'tJ, A. For a-t.. of o.alh occurring aft.r 6/~0/94, the taM rat.. for tran.f.r. to .pou..' ar. .. folloWl1 I. p.te. of de.th on or aftllr 7/1/94 8nd b.far. 1/1/95 tn. rllte 11 3%. 2'. Olt.. of death on or ftft.r 1/1/95 trRnlf.rl to spou... will b. taM.d ftt 0% tlM rut.. Notl! For dat.. of death prior to 7111~ trln.ftr. to 'POUII' II'" taMabl. ..t 6%. B. Iran.f.r. to llne.1 dll<::.nchtntl IncludIng lath.r, !IOthel', .on, dllUghtar, grandchlldrlN'l, lon.ln.l.w, dlUflhhrMln-lew, .t.pchild and their luUII art tuabll .t .1M p.rc.nt (6~). C. Trantfer. to all othlU' Inoludlng hrother, ,I.tllr, uncin, aunt, nlphew anti nl.c. 111"11 taMabl. lit f1ft..n p.rcant (15~)' D. If you ~htng~ the t.x ratl, pi.... .~aclfY your r.lution'hlp to tht d.cldent In thl arl. providld. e. The MUUrlt of tl)( dull (lInll Al 11 dtt.r.lned by .ultlplylng the .Iount tliKabll (lIn. 6) by the tlM ratl (line 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allo~lbl. d.ut. and dll~~tJonl IIr. dQt.rllnld 11I1 followtl A. You lqllh er. ruponsibl. for ply""t, or thl ..tat. 'Ubj.ct to adaJnhtratlon by a p.rllon.l r.pr..tnt.U..,. 11 In.uffioiant to PlY the dlduetLbl. It.... I. Vnu ectu.lh paid the debh 1ft." d.ath of the d.tld.,..t and CM furnlth pr-lIof of pay..nt, C. Ollbh bllng cl.'a~d w.t be Itll.hld fully In Pnrt S. If ItddJtlonl1 .p",. I. nl.d.d, u.. plllAn pltptlr 8 112" K 11". Proof of PI~..nt .IV b. I"lltUut.d by thll PA nllpld..nt of RI\,lllnul, c:-. TAXPAVER ASSISTANCE IF VOU NEED FURTHER INFORMATION OR ASS1.STANCE, CONTACT ANV .. . RE9UTER Of WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL TIlE BUREAII OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN ...... ......"RO" "''' '''-''27, Tn" "'" "'-,'" <HEAR'NO """ED ,"'"~ Cotl1OHWfAlltl Of PfHN$nVANll DEPARTMENl DF REVENUE BUREAU Of INDIVIDUAL IAMI.S DfPl. ZI060 1 tWffiISlURG, PA l7UI-0601 * INFORMATION NOTICE I FILE TAXPAYE~N~ESPO:JSE ACN DATE NO. 21 -1,/11'/-/4/ 97103080 01-23"97 U~'l"lll 11~ cr.nl - EST, OF PAUL A SHENK 8,8, NO, 171-03-8300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TVPE OF ACCOUNT IX] SAVINOS [I CHECKINO [J TRUSl [J CERnF, DONALD W SHENK 44273 HOMESTEAD RD ELIZABETH CO 80lC7 RENIl PAYNE NT AND FORNS 10, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVlNQS BANK hll' IlrevJu.tt the O.p.rt..nt with the Inforllllltlon ll'ted b,low which hew b..n u..d in calcull'ltlng the pot.nt!.l tll( du.. Th.lr rlt:ot-d. Indlollt. that lilt the d.ath of the abo.... deo.dant, you war, n joint own.r/b.naflclllrv of thl_ neoount, 1f 'lOll f..l thl, lllforlllntJon I. incorr'Qt, pl.... obtain wrltt.n curreotlon fro. the flnenclnl In.t1tutlon, "ttach 1'.1 copy to thl_ forlll .md r.tyrn It to the &00.... .ddr.... Thla Ir.count I, tnMabl. In acoordane. with thll Inh.rltnnca rill< law. of thl COllllllonwllIlth of PennsyLvllnla. QlIa.tlon. .ay b. IIn.w.rld b~ cnL1Jn~ (717) 787'S3l7. COMPLETE PART 1 BELOW . . . SEE Account No, 18-60-0002542 D.t. e.t.bli.h.d REVERSE SIDE FOR 05-27-94 FILING AND PAVMENT INSTRUCTIONS Account a_lane_ P.rcent Taxable AMount Subj.ct to T.x R.t. Potential Ta~ Oue K 9,320,27 16,667 1,553,41 ,15 233,01 To in.ur. propllr cr.dl t to your account, hi,) (2) tlOpll111l of thil notio_ IIlUlt ItCCOIlPIlnY your pny..nt to the R.glst,r of Wills. Hnkl chack IlltYllblQ tOI "Rllgl.tor rf Will., Ag.nt", K HOTEl If taw pfty..nt. "re ~ad_ wJthln thr'. (3) ItOnths 0' th. de~.dlnt's dllt. of duttl, YOll lIIey dedo~t n Sl. dl.oount of the till< dua. Any inharitance t~x ~ wlll baeo.. dallnqye"t ninlll (9) ..onthl IIftlll" the dllte of death. T.. ~--- TAXPAYER RESPONSE [!] I 'AUURI TO RISPOI:ISl IIIL"L I'lI\SULT 1" AN OJlfllC1ALTAX ASSESS"lI"" BA$I!SI ON THIS NOTICI A. 0 Th. aboy. lnfor..tIon and taw due II corr.ot. 1. You ..y ehoo.. to r..it plly..nt to the R_vilter of Wllh with two cordes of thlH netie. to obtain . dltcaunt or nyold Int.rut, or YOU MflY ch.ck haM "A" and return thll notlc. to the RlIlvhtor of WillI and ftn oHlchl au.....nt will be Inuad by the r. Duplln..nt of ReYllnIJIIl. [CHECK ] ONE BI.OCK ONLY ft, 0 Th. eboYI III..t hili be.n or will be reportlld end tftM paid witt. t~e P.f\rllylyanln Inharltenc. TnM r.turn to be fJled by the dlllc.dlllnt'. rlllpra'llntatlv., C. [] Th. above Infor.atlon I. Incorr.ot nnd/or dabt. IInd d.duotIonl w.r. pAid by you. Yay !IU.t COMPlet. PART 0 andlor PART CD below. PART ~ DATE DEBTS AND DEDUCTIONS l'AIl 1 2 3 4 5 6 1 8 CLAIMED lIf~CIAl"'UsE ON, LV 0 AAF PA llt~RTMQjT OF Jl,~ENUE . ~~. :::: ...;;.L,,____~~ I" .. , _~o<ll "I!"'" ,', ,~,.':~ j~~ I ',~J PART I!] If you indic.t. a diff.r.nt ta~ r.t., pl.... .t.t. your rel.tion.hip to dacedentl T.'\~ f!!TU!!t! - COHrUT,A.,!,!~~~ t'F 1:'.:0: O~~ J~XH,!,/,!,~'..lp,!" .A.CCOU~!Te LINE 1. O.t. E.t.bli.had 2. Account B.lanca 5. '.rc.nt T.~.bl. 4. A.ount Subject to Tax &. O.bt. and Deduct ion. 6. A.o..mt Tax.ble 7. T.x Rata e. T.x Dua I 2 5 4 5 6 7 8 K - K ~,,!.., '-l- ~:~-,,:,' l'-.J " ~3 ~,:. ~ . - PAID ~-- PAVEE DESCRIPTION AMOUNT PAID r; TOTAL IEnt.r on Lina S of Tax COMputation) 1 , Und.r panalt!.. of p.rjury, I d.elara th.t the f.ct. t _ cUMPlet. to th. b.lt of MY kncwlldg. .nd ball.f. \\". ..' " ,,'.( -;~XPAVE~ SIGNATURE' hav. r.portad .bov. Ire tru., corr.ct and HOME ("',, ,) {. ,( (,' 'I ( " WORK (",'.;) '." ! I ". (1,~, () TEI.EPHONE NUMBER \ I GENERAL INFORMATION 1. 'AlLURE TO ItEIIIOND WILl RF.SUlT IN AN OFfICIAL TAM ASSESSHENT with ftJlpllcebl1 int.rut build on lnfor..t1on ....ltted by thl flnllmll.l In.tttutlun. 2. t~rlteno. taK b~~. a.l1nqu~t nln. .ontnl aftlr thl dleadent', d.t. of da.th, :t. A JCllnt aoeount I. '.ub" ell." thoullh \111 dlc.'.d..,t'. nil.... 101.. ftddad l!I1l rl .atter ut con.....nl.nQ.. 4. Accounh (Includlnl tho.. hlld "'htHn hulbllr'ld Md W!fll) Whloh thl litIe.dant pl.lt In joAnt I'IHI' within Dna v..r- prior to .,th "'c fully tullbi, lilt t""'lflr.. S. Aceounh ..t_lhh~ johltl'll between hUllllmd fVld wlfll IMma thon ona YCllIf prlot, to d..th .r. not htubh. 6. Aooounh Mld bV 8 ~C1Itd..,t "In trll.t for" IImOth.r or othar. "'r~ tlKlthla fullY, REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCk" If the hlfor...Uon and CO.-putlltlOO In thl nnt loe .r. corrlct Ilnd deductiont lIIr. not bllu8 olataMf, plICI In ")(" III block ..." D'i PlIn: 1 of tht "TaMpayar Ra,pDf"." lleeHan. Sign two \lopla. and .ubIllt the. with your oheck for the MCN.lf1t of teM to t'" R.ghtar of WIIU of the county indlcatad, Th. PA OlllP8rhtant of Ravenut wlll Inua en offlcl.l ....UMnt (For. R[V.154. flO upon reulpt of tht rMtur'n froll the Radlshllr of Will.. ?. l\LOCK II - If tM 8,..t spMtllflad on thh notice h.. h..n or will bill r.!)orted and tal< paid with the F'enn~,;,lvarll. Inh.rltMl:lII TIt" ..turn Hlfld bV HIt decedent'" rapras.nhtlv., plec. An ")I" In blook "a" of Pftrt 1 of tha "Ta)(payer R..pon.... .acHoo, Sign OM CDp~ rmd return to tha PA Dupnrtllllttlt af RlIIvenua, Burllftu of Individual 1&1<"/ O.pt 2ftflbOl, Hanhburg, PA 171ZI-06Dl In the ar,val~ provlu.n. 5. .lOCI( c: ~ If tha notlca InforllllUon 1. Incorract andlor rleductlon_ lira b.lng olal.ed, chack block "C" llInd co.plet. Pert. 2 and :s "..IJu,...in", ..0 i.hlll It,.,rIJI.;..ioflli ""luw, ~l",t lwu llupiw5 "",j l".l'(o,.i~ li,~... ,*l.i. y"'...., ..I,w,," fu, ",.. ..I/KtU"l. v; ,..II .'<lI:aow..I. ill a,.. r..lIIll~..j of Wllh of tht (Jaunt)' incl1c.tad" n,e P'" OepertHflt of Revanull will !l1IlIt Drl off1ciel ",.elll.anl (For. Rf:V-lS48 EX) upo., rllCl.ipt dfthe r.turn fr~ the ~.gllt.r of Will., TAX RETURN - PART 2 - TAX COMPUTATION liNE 1. Enter the dete t~ DVCount orlglnellY we. oltebllshed or tltl.d In the Ilenner e~lstlng at d~te of d..th, HOTEl for a decadent dyino aft.r 12/12/82: Account. which the d~oadant put 1M jolMt ".... within on. (1) yatr of de.th Ir~ tel<abl. fully.. transf.r., How.var, th.r. I. en a)(clUlllon not to .~(l.1ltI U,OOO per tran.fer.. ragardl..s af the v.IUll of thti acctM,,,t or the num.r of It(;count. MIld. If a doubl. ..t.risk ("~) appear. befor. your flr.t nfta$ In thM addr... portion of thl. notlca, tha .1,000 a~clu.lon already hits bltan cMduct4Kf frOll t.he account b8lanae U r"Ported by the flnane1al In.tltutlon. 2, .. EntCli" the tutal belarw. of tile account inc:ludlng lnt.r..t I'tClcruad to the df:ltt The p.rcent of the aooount that 1. tax.bl. for .eoh survivor I. d.t.r.ined e. .... Th. ptlrClN'lt t.M..,l. for joint ftl~.h e.tablhhtld IOOr. th." ana y.ar prior ~t~ N 1\), III --J,,,, 0"(,).... TOTAL NtIMIER Of' DIVIOCO IV TOTAL NUttiER Of K 100 .. PERCENT TAXABLE CD JOINT OWNERS SURVIVING JOINT OWMERS F+ :t 3: EMMlPlel A joint ",..at regllt.r.d In the 1'1'" of the d~.dant IWld two other F'ar.on.. ;J 0 :0 I DIYI..D BV . (JOINT O_B.' DIYllIfD IV 2 (.URYIYDB., . ,167 . lDD . 16.7< (""BLE 'DR EACH .URYIYDR, 8 ~ 6 ft. Th~ parcent tal<able for ~...ts cr~ftt.d within on. year of the decedlnt'. dellth or ftccaunt. ~wned by tha Dec.dent but_h~. In tru.t for another lncUvld\lftl(l) (truet benwficl",rJu): g ~ ~ 1 DIVIDED BV TOTAL NUtIBER OF SURVIVINQ JOINT K 100 .. PfRCf,NT TAK"'BLE (J) OWNEB' O' TBUST .E""FleIABIE' :;:j":O :I: EXllllplal JoInt ac:COIJnt r.ghtllrad in tM n.. M th& Mc.rient IUld two oth.r F"ar.OIl. and ..tabllthad within one Y"" 0 by ttMI cMcacMnt. 1 DIYIDED IV 2 (SURVIVORS) .. .50 K 100 \ SD~ (TAXABLE fOR EACH SURVIVOR) ~ of death. follow.: to the ~.dent.. deathl 1 DIYIDED av 4, S. .. 7. The MClla'lt .ubj.ct to ta)( (lln. 4) II dab,..lllIId i.. MultiplYing i:ha account baltNl(:a 011'1' 2) bV the parcent ta)(abl. (111'1' S), Ent.r the tutel of the deat. and deduction. ll.tw. In Pert S. Theuount taMabh ~lIn. it) h dabrlllnltd by ,ub'.rftClt1l1g the debts end deduc:tlon. Ulna S) frail the atlOUllt .ubjMlt to taM tline 4), Enter the .,pr~rl.t. taM rata lline 1) !lY d.tor~ined balow. A. For deb. of cM-et~ ocC'lurrJncr aftar 6/50/91 ~ the taM rllt.. for transf.,.. to .pou.a. flra III followtl 1. o.tall of da.th on or aftar 111/'4 and llfor. 1I1/9~ tn. rflta 11 ~z. Z. D.ta. of death on 0." aftar 1/1/9S tr8O',;erll to ~pou.a. wHl ba tll)(ed lit D% ta)( rats. Notal For datu fJf dIF.th prior ta 7/1/94 tran.f.r. to spou... IIr. taMfilbh lit 6%, I. Tren,,,,.a to IJMIII d..c.nctant. '"eluding fnthllr, 8Othar, lon, deuohtar, grandchild,..", lon~Jn-law, deught~r.ln~lllW, .tepchlld ~ their I..u. .r. t.~abl. et .IM percent (6X). C. TrM.fll,.. to all other' including brot.har, .1.t.r, Uflnla, aunt, neph.w end nlec. ar. ta)(abl. at flft..1N'l ~rCl."t (lS;(). D. If yay change tha taM rate, pl.... IpaclHy your relat\on.h1p to tha d~a.dent In the ar.a provldu. 8. Th. 8IICM1t (If t.)( due (lJne &) III debr.ln~ bll IlUltlplving the ..ount ta)(lIbl. (lin. 6) hy the tfll)( rata (lina 1). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allow.bl. debt. end d.aur.tlon. art d.t.rain.d .. follow.: A. Vou leplly el"a re'POOllbl. for paya."t, or the a.t.t. .ubja(lt to edtlilllstraUon by a par.onal repr..ent.tll... h In.ufflCllent to pay the deductlbla it.... B. Vuu ~tuallv ~.ld the a.bt. .fter daeth of tha decadant end can furn~.h proof of pRy.ent. C. Debt. belno Qlal-.d MU.t b. It..lred fully In Part 5. If additlon.l ap~. 1. n..dod, YI. plain paper' 112ft I< 11ft. PrOOf of p.y..nt ..y be requ.,ted by the PA Depert.~t of R.vanu.. "'-';';'_.;':.'.:.:';'-<.:.:..':.,-.':. ...'.'...,-,-,_...,_... ,....-..' , . TAXPAYER ASSISTANCE . ... ., .. ..... ... . .. .1F YOU NEED FURTHER INFORHAT10N OR ASSISTANCE, CONTACT ANV ..... .. .... RE9XSnR OF WILLS. I'll. DEPARTMENT OF REVENUE DISTRICT OFFtCE . . ... '..... . OR CALL THI!: BUREAU OF INDiVIDUAL TAXES, TAXPAYER INQUiRV UNtr IN. ....,.. HI\RRlS!lUR9 At (717) 787-8327. TOll. (717) 772-2U2 (HEARING 11lPI\lRElI ONlV) , \ " CCMtDHWEAl Ttl OF flf.HHSVI VAHIA DEPARTMENT Of Fl~Vn<<.w. IHIRrAU Of IHOIVWUAl TA)(UI DfPl, 110'01 114RRISIURO, PA 11121' 0601 . INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NU. lieN DATE "~II,' 21 * 97103078 01-23-97 1III1 U~'lf~1 U lH 11.911 EST, OF PAUL A SHENK $,S, NO, 171.-03-6300 DATE OF DEATH 12-31-96 COUNTY CUMBERLAND TYPE OF ACCOUNT [J SAVINGS [J CHECKING [] T~UST iii CERTIF , DONALD W SHENK 44273 HOMESTEAD ELIZABETH RD CO 80107 REHIT PAYHEHT AHD fORHS Ta, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS BANK hel provided the D.pNrt..rtt w1th the Inforfllfltlon 1 libel btdow whlr.h hili b..n und In clIlclIlatlng the potanUel taM due, TheIl- re(:(lrdl lmJJcllh thllt at the death ~f the l\bove detedant, yoU were It joint ownttr/betlllflclllr'l of thl. ltCcount:, If YOu f..l thh Inforlllllltlon II Incorrclllt, pie... obt:eln written conltctlon fro. lhll flnMcllll In.titutlon, ftthch " copy to thh forlll and return It to the Ilbove l'lddro.., Thh &CQount I. hKllble In l'It;'cord/tncl ~lth thlll Inhnrlt"nc. TIIK lawlI rlf the COllllllonwf'a1th of P'nn.ylvanla. Que.tlone .av be ftn,wer.~ ~y caiLlnG (l!l' ID/.ti~ll. COMPLETE PART 1 BELOW M Account Hc, 18"62-265296 II M SEE n.t. E.t..blhhed REVERSE SIDE FOR 05-05-95 FlLING AND PAYMENT INSrRUCTIONS PART IT] 3,892,61 16,667 648,78 ,15 97,32 TAXPAYER RESPONSE \.M~,tlln TO R.Sl'OHll\fI(I'Il'SUl.tXM~lfO~P~CIAL TAX ASSESSMENT.Anl! ON THIS NOnCI '.... ....-....-... '. ... ... .... . ... Account Balance Percent raxebl. A~Jnt Subject tc Tax R.t. Pot.otl.1 Tax Due M To tn'ur. proper credit to your IIct,ount, two (ll copl., of thl. notice ~u,t ncoo,plny vaur Jle~IlICHlt to thtl Reulltlr of Wllh. ~11!I1(1I ch.ok pfwabh tOI "Ilafithter of Willi, Agent". M KOTE I If ta)( JHlV0enh are ud. withIn three (3J fIIonthll of th.,. d'~ed.'t'l date of dnth, YOU May deduct a 5% dI~count of the tS)( duft. Any inhorltanc. t~)( due will beco~e dtllnquont nine (~l .onth. after the date of d..th. T.. [CHECK ] ONE BLOCK ONLY , A, [-J The above Infor..tton Ilnd t"K due hi corr.ct, - 1. You 'UIY chao.. to r..!Jt PlIy..nt to the R.gI.tar of Wilts with two copl.. of thlt notice to obbill II dltcount or l'Ivoid Internt, or YOU lIlIty chac:;k bo~ "A" and return thh nottoa to the Ra"htar of WIll. end ftn offlollll a......wnt wIll bo i..uad by tha p~ Depart.ant of Revanu*. D, 0 Tha above ....t hili baem or w1l1 he rDporhd nnd taK paid with tht rannlylvanl", Inhar1tnncll Tllx return to be flIed bv the dee.dent'. repre.entatlve, PART ~ c. 0 Th, &l)OV1l Infor..tion it lncorrllct and/or cletltl and deduction' were paid by 'IOU. Vou lI1J,t cOllPlete PA~r t:IJ and/or PAIH 0 below. -1if.~ ~1d .' "-' ~:1::':~:~~:.:: :,:;:~~~~nt to. r.t., pl.... .tot. ycur ... ",I CIA U$f: fII'~t' 0 AAF,,! PA <DEPARTMENT OF., REVENUE " !'Ml ,[- ". .. if~ .~; ~' .--::; 'i;~;" J f'" ,(It '//;~: o~ T~,X 1__ 2 ~ X 4 5 . 7 M 8_ ,. ~ ~'i:",.., , . ..,., :3l T'~ ::i rAY ~~TlIRN - ~f)"'ClIIJ":&.T1:n~ LiNE 1. D.t. E.tob1i.hod 2. Account Balance 5. P.rc8nt Taxabla 4. A..unt Subjoct to T.. S. Dabt. end Deduction. 6. Aaount Taxable 7. r.x Rat. e, la)( Du. ..,~ ,.In~~r ;,r"IJ~" ~~CrttIHTS PART ~ DATE DEBTS AND DEDUCTIONS I :1: 3 1+ S <6. 7 o CLAIMED i . ~ 'I ~,:, "It:r::'i' i1:'''' ~':;~ ',:J, ~ ~~~,:,;~:, !'r'..'.' '~:l 'Ii, '~ ~ ";:'..i! f1n( ~ PAID ~~ PAYEE DESCRIPTION AMOUNT 1= . PAID ~ . TOTU IE,ll.r on Une S of T.x C,olltputat1on) Under penaltt.. af par jury_ I declare th.t t~. _ co~pl.te to th. b..t of My ~nowledg. and belief. ( \ .~ ' (I , (~',- Q" 'I... ~ ) ,},'-......;;.. t XPAYER SIGNATURE 'fach I have r.ported abOY. ara tru.~ correct HOME _ ({. :> C 'I (; ;.( (, ) WO RK ( ,', ':) :" lie .; \ ' ' ~r!PHONE NUMBER -- .nd 3 ~ DATE '/) GENERAL INFORMATION 1. FAILURE TO RESPOND WIll RESULT IN AN OFFICIAl" TA)( ASSfSSf1ENT with IlPflllcabl1 Int.r..t hued on 1I1for-..t1on lub.ltt.d bv the flnlV'tcllll Institution, 2. Inheritance h)( blClI.lil dellnqulnt nln. .nnth. IIfht the d.udenl', I1l1h II' "...th. 5. .. Jotn' account I, t,,~abl. liven thou,h the dllellde"", "MIl.... IKJd.d ftI ... tlllt'..r Af (lony~l.nll'. ". Accounh <Including thalo held b.tw.an h~,.band IW\d wlf.) which the dltllld,nt pllt In joint na... within one y.,f prior tu d."th '1'. fulh hl/atll. III traM"ln. S. Account. ..tablhhM Jointly b.t~en hUlb.rtd IInd liflf. .01" than ana .....r prlnr to d..lh ,It. nut hlllb11, 6. 'r.oounh hlld by . dUld.nt "In trult for" lIInothfl, or atMrI .1" tllCltbl. fully, I. !"(lrS f! I\},JJ t:1 ~J tI (,,)1/0 (I~ :r::!: -, 0 :n ()3r,n I - TAXPAVER RESPONSE 0 \\l a ~\R:E BI.OC~ .. ~ If the Infot..Uo" IInd oOllPUtlthm tn the notlu ,rill corr.flt ..nel el~dur.tlo'lt 8r. not blln, {It_I..d, f11~1 IW\ "M" ~ 0.. 'en tn block ..... of Plrt I of thl "T~Kp'YIr R..pon.... noUon, Sign two copl.. and .ub,it thlll with your eh.r.k 'or tn. HOuntCJtf:D tlllJl: to the halltlr of WIU. 0' thl oounty lndlcfttld. Thl PA DIPllrt..nt (I' RIl.'lrnHI \1:111 IU"I an offlol.l ......OInt ~ gffi (f'or. REV-154ft UO upon rlo.hlt of the return frol thll RI,I.ter of Willi, 0. Z ^ REPORTING INSTRUCTIONS . PART " BLOCK n - If the III..t .pec:lfl.d on thlll noUOI hili b..n or will b, r.portld and tlIK ,llld TI~ R.turn fllld bv th. dleld.nt'l r,p,.llntlltlvl, plfte. IIn "M" In bloolt "II" 0' r'ftd lof oopy ami rlturn to the PA Dlpllrt..,nt 0' Jhlvilmul, Buruu of tndlvldulll TIl)(U, Dlpt ;>80601, .nvllop. providld, with the Plnnlylvanlll Inherltanol thl "Tall/lly.r R..pon.... I.ctlon. thtrr!sbuqll PA 11128-0601 In the Slun onll 3, BLOCK C . If HII notlc. lnforll,t1on I. Jncorrllot and/or dldl/ClUon. IIf. bllng Clll.llll.d, chick blook "c" and co.pllt. Plrts 2 Md 1 (l.,~,-rdl.... ~ll tho: !~,;tr\..:.~l...'-,:J b~~;:..., !:hn 1~.. uc,b:. ;Jr'.d ~...!<t:1t tt':,:;: \:~~t\ :;c...... ~!'Ill:ol( for tt'.:. :'.7':I.mt ~~ b:; I~~':::~l[', to ~",.: ~cg:;~.:r ot W1111 of tn. county indlclt.d. fh. PA DaplrtHnt of R.llenu. ~dl1 IlIu. ftI'I offlclll ......cant (For. REV-iS". EM) upon r.c.ipt of the return froB till Rqhtlr 0' wllis. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Ent" tn. d.tl thl ~count orlulnlllv WI' l.tfIblhhld or tltled In the .ann., .wl.Ung at date of de.tl1. NOTEI for, decld.nt dyln~ eft.r le/12/'~1 Account. whloh th~ dle.dent put in joint ".... wlthln onl (I) Yllr of d..th are t'Klble fulh I. trM.f.r.. HOwelllf, there I. IIn (l'.(oluIlon not to 'WORld n,lIOO ~er tran.f.".1 rlg.rdl... of th. vIlu. of the ,ooount or tM ~C1r of IIcoount. h,lld. If. double ..t.rhk (1Il1ll) app..r. beforl your flr.t n.'1 In the IIdd".. pnrt10n of thil nutlc.. tt,,, UIODO .Kolu.tOl' .lrlldy he. b.en o.duoted fro. thl locount balanc. a. r.ported by the flnanol~l ln~tltutlon. 2. Enter the totll b,l."u of the account Includlna I"t.....t ltocruld to the d.tl of d..tn. 5. Tn. percent of thllt(lcount thllt I. t.w.bl. for .lOh .urvlvor it dltlr.lnld .. follo,," A. The percent tlklbl. for joint 1I....tt ..t..lhhld IMr. then on. y..r prlor tD thl d.o.dlnt', d..thl 1 DIVIDED BY TOl'Ill HOHlER OF JOINT OWNERS E~8lPl'l A joInt 1I"lt r.g\Atlr'd IHVIDEn BY TOTAL NUI1IER OF )( 100 . PERCENT UMABIE SURVIYING JOINT OWNf:RS In thl n.., of the dlO.a."t and two other p.rson.. 1 DIYIDED MV 1 (JOINT OWHERSJ DIVIOnl IV ~ (SURVIVORIil .. .167 M 100 . 16.1'/. (TAMAlUf fOH EACH SURVIYOfU B. Thl plrCllnt tlllabl. fDr u.et. crllltld within on. v.ar of ttl. dlcedlnt'. dlath or aCCo~lnt, owntd bV the dlo.d."t but hlld In trult for another IndlvlduaH.) (t,'u.t blnefIclerl"}1 1 DIViDeD IV TOTAL NUMBER Of SURVIVING JOINT OWNERS OR TRUST BENHICllRIES )C 100 . PERCENT TAXABLE E 1('" 11 1 Joint account raglltered In thl n... of the d~ed.nt !lnd t..o othlr per.on. and ..tatlll.heel within one yllr (jf deeth b.,. the dee.dlnt. 1 DIVIDED IV l ('3URYIYDRS) . ,SO M 100 . SOt: <T.MAllE FOR EACH SURVIVOR) 4. Th. a..ount lubject to tax (line 4) 11 dlter.lnld by lllultlplyJnQ the l\ccount ballnce <lIne 2} bv thl percent tuabU Illn. S). !i. Ent.r the totll of tha debh and deduotion. ll,t.d In Plrt 3. 6. The ltiltOuot tBlCablt t11nl 6) It d.t.rllnld by .ubtracting thl debts ana daauotlonl (lln. 5) 'roe t',1 "lIOunt .Ubj.ct to taN (lln. "I. 7. Entlr the approprlatel hI( r.te (lInt! 7J u dabr.lnad b.low. A. For dlt.. of death oc~urrlng .ft.r 6/30/94, the taw r.t.. for tran.f.r. to .pOUI.. Ir. .1 follow'l 1. nit.. of dflUh OIn or IIfhr 7/l/94 and hlforll 1/1/95 the rtllt. I. 5%. 2. O.t.. of delth on or ftfhr 1/1/95 trMlhr. to SPOl/'.1l wJll b. tIll.d at OX tall rllltl. Hotel for Ht.. 0' de.th prior to 711/~4 trlMnlfl" to .pOUI" erl tallllblt lit 6:.:. B. TrClll,"rll to llne.l dlt.oendanh Including ,.ther, 1I0ther, .on, daught.r, grttndohlldren, .on~ln"lll", d8Ughter~ln~l.w, .tepohl1d IIlfld thllr IIIUI 'lIrl tBllabllat siw parclnt (6X). C. Tran."" tn ell oth.r. In('ludl"~ brother, .lIter, uncia, 1lIU11t, neph.w and nieo. ilIrl teNable at fiftl." Plto."t (\5:0. D. If YOU change the tllC ratl, pllllSI sp.cify vaur rllatlon.hlp to thl d.cldlnt In the ar.. provided. 8. Th. allCluot of taw due <llnl II) I. dlltoralntad b~ .ultlplvlng thl a.ount tallobll (lIn. 6) by the hlN ratl (lJna 71. CLAIMED DEOUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabll debt. and denuctlo'" ar. d.taralnad as follow'l A. You llgl:lly arl rnpnn.lbll for p.v.."t, or thl ..teta lubjlct to ftdlllnJstratlon bv I p.r.onal r.pr..enUtll"e I. In.ufflclent to pav thl d.duotlble It.... II. You actually paJd the dlbt. aft.r d.,th of the d.~.d.nt and can furnllh proo' of pa~..nt, C. Dett blin, c11t1.ld !lUlt bl ltealzed fully In Part S. If IddlUf>nal IPace h n.edld, U'I phln paper. 112" II 11", Proof of p.velOt .IIV bl rlllue.ted by th. PA Illpart.lnt of R.v.nue. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE:, CONTACT ANV REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CAtl THE BUREAU OF INDIVIDUAL TAXES. TAX PAVER INQUIRV UNXT IN HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) o~ I w Zz IU i ~Q \' Cl Ot) <l:w ~~ ii;w >Ul of- Ji \' 'z o.Z ~- <l: I \.~. ' I.~ Z a: r", iU~ ii: cr c:( 'i uvict :>:) '1" t' ~O(f) ~t, -., , ....Ul I U'la; tI a: row 1,1 I-U..Z ,I ,n I<! \.j /' :J ,~ f' 1m ,( '~ ' 17; J J ) ,) , . J l , 5: " , ,1 ci I, '':C " <:... . en " .! a: " ~ I.. c(J I i- .! ," ~ a:: " J ,j " ,,) ~ .U " 'i. :I r;/ (~), (j 0 0 0: ... I. ~',~ ~ '~-.~~ ~ ~ f")-~" V> [i~~ 1.1I11llllu,j :: , (/:~~~::"'\ Q,r',_ ) , Ii; <ft, LJ ~' _0' :;.. ~f u '. :. 1- . [""J:. \ ~~ ~ _ ~,l" ~J} -'- -- - ~ I t:~ ;; 0.. f', i 'I '1"- ,_;,'i' ".'1 I p; , ,~~~ ';~ ~d I' , "I' ..... .... - \'J 0 ., .'!l .- u ,". o. , 0 N r>:: " ..~ t~ " ;~ , , , ':1' r-;.. (i.' Ci.: P' ee l=~r' . ',~ .\ ,'. ,/,:1 .I ~i 1;;, G8 PURPOSE OF NOTICE I To fulfill the r.qulr...nt. of S.otlon e140 of the Inherltanol and Elte'. Tlx Act, Aot 21 of 1995. (12 P,S. Slotlon 9140). PAVHfNll Detach the top partien af thh Notioe and tUbtlt wUh your ply..nt 'to the Righter of N11l1 printed on th4t rlVlr.. lid,. -- Hlkl oheck or lonlV or~r p.vabll tOI REGISTER or WILLS, AGENT. REFUND eeRl I A refund of . tlX arldit, which WI' not rlqu..tld on the tax return, ..y ba r.qu..t.d by co~l.tlnD an "APpllcltlon for Refund of Penn.y!Yan!a InhflrltlnClI and E.tat, TIM" (AEV-13Ul. ApplIoaUon. .,'. avallablt It the Dfflol of the R.glltar of Will., ~y of the 23 RevenuI DJ.trlot Offlo.' or by ~.11InD th_ IPlolal ?'4-hour an,wlrlng ..rvlc. ~r. for fore. nrderingl In Plnnlylvania 1-300~362~~DSO, outlldl Plnn.vlvania and ~ithin local l~rrllburQ ar.. (717) 737-8D94, TOOl (717) 772R2252 (Hlarlng Iapalr.d Only). OBJECTIONS I Anv party In lnt.r..t not ..tl.fl.d with the appr.II~..nt, allowanQ. or dl.a110wancI of deduction' ur ........nt of taM (lncludlnt dhcount or int.r..t) 8. .hown on thh Notlc,", .ay objlct within .hctv (60) dav. of r.nlpt of ti'tll MoUat bVI --written prot..t to the PA Departunt of R.y,nu., Board of App..ls, Dept. 281021, H.rrlsburg, PA 1712a~1021, OR ~R.I.ctlnQ to hay. the ..tt.r d.t'rlllned .t the audi1: of the account of the per.onal repr...ntatlva, OR -.app'1l1 to thfl Orphan.' Court "[WIIN~ ISTRATlYE CORRECTIONS I f.ctual .rror. dl.cov.rad on thll ........nt .hould b, Iddr"led In wrltlna tal PA Dlpart..ntof RIVenue, Bur.au of Individual T'M", ATTN1 Post A.......nt RAvl.w Unit, DEPT. 280601, Harri'burg, PA 1712&-0601 Phone (717) 7"-6505. S.. pMOS S of the booklMt "In.tructlon. for Inh.rltlnG' TaM Raturn for a R.al~nt U.c.d.nt" (lU:V.ISOl) for an 'I<planatlon of ad.lnhtraUvlty cor'raatftbl. .rror.. DISCDUHTI If any taM due I. paid within thr.. (3) calendar lonth. .ftlr thl dlcldlnt', dlath, a five p.rc~nt (S~) d1toount of the tax paid h allow.d. PENAL TVI Tn. lSX taM aanI.tv non-participation p.n.ltv I, co~put~ on the total of the taM and Int.r.at ....s..d, and not p.ld before JlnUarv 18, 19'6, tha flr.t dav .ft.r the and of the taM aana.ty p.rlod. This nan-partiolpatlon P"'lIlty It IIPP..illbl. In thll "".. .lInnllr IInd In the th. lIIao tI.. p.rIod at you would app..l th. t.M WId Intal...t that h.. b..n 1I......d a~ IndJcatud on thlt notlc.. INTEREST I Int.r..t 1. char gild b.glnninu with flr.t dav of d.llnqullncy: or nlna (,) 1I0nthl and one (1) day frOll the datI of ~.th, to thll date of pav..nt. Tax.. whJch bllOIl" d.llnqu.nt b.fot. January I, 1'&2 b.ar Intere.t at the rat. Qf ,1M (6~) paresnt p.r ~n~ c.loulat.d lit a dallv rate of .000164. All taM.' which b.e... ~llnqo.nt on or aft.r Januarv I, l'ft2 will b.ar Int.rlet at II rata which will v.r~ frOM oal.ndar vllar to cal.ndar v..r with that rot. nnnoun~.d by th. PA n.psrt..nt of R.vanu.. The applicable Int.rlAt rat.. for 1982 through 1997 atll 1982 ~983 1984 1915 1966 uIntar..t 20X 16i( 11;( at: 10iC I. caloulat.d a. .1)00541 .000to!8 .000]01 ,000556 ,ODOl74 follow. I V.llr Inb"..t Rat. !!.!!!!...lntel,..t Faotor -- 1987 9~ .000247 19&8.1991 lit: ,000501 1992 9~ ,000247 1995.1994 7t: ,000192 1995-1997 " .000247 V..r lnt.re.t Rate D~lly Int.r..t factor INTEREST. BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~~Anv Notlc. I"ulld nft.r ih. tax baao... dallnqu.nt will r.fllct an Int.r..t c.lculatlon to flft.en (15) d.vI bevand the data of the ........nt, If p.y.."t It .ad. aU.r the lnt.r..t co~t.tlon data .hown on the Hotlc., additional Int.r..t 8U.t b. calcullltad, 'h. e) _V~ ~ I"~! r- 1~'l'1: ,1\CC (;t.. C> N i.l~ 7~: tv 0.: n: ~ .':J ii> t, ._ :::l c.>U PURPOSE OF oonCEI To fulfill the requir...nta 0' S.~tlDn 2140 0' the Inhlritanol and E,t,te Tlx Aot, Aot 21 of 19'5, (12 P.S. S.ctlon 9140). PAYHENT I Oltaon the top portion of tht. Hotle. and .u~lt ~Ith yourpaYlent to t~ R_al,tlr of Will, printed on the rlyer.. lid., -- Maka ohlck or ~'Y ordtr payable tOI REgISTER OF WILLS, AGENT. REFUND (tRl I A r.fund of . tax oredlt, which WIt not r.qu..t~ on thI tax return, ..y b, rlqueltad by Do.platlng an "Applloatlon for R.fund of Penn'Vlvanla Inherltanol and E,tat, TIH" (REY-13l'), Application. are Ivallabl. at the OfficI of the Rlal,tlr of Willi, any of the 23 R.v.n~. Dlltrlot O"lc.. or by oalllng tha .p.ol~l 24-hour anlwlrlng .arvla. nulIbar. for forlll orderIngl In Plnn,vlyanla 1-100.562-2050, ouhid. Pann.ylvanla and ..Uhin local HarrhblJrg ar.... (71'7) 711-1094, TOOl (117) 172-nS2 (H..rlng IMPaired OUh'). OBJECTIONS I Any party In Int.r..t not .atl.tl.d with the apprDI...ent, .Ilo..anc. or dl.allow.no. of deduotlon. or ........nt of talC ctnoludlng dlloount or Int.ra.t) a. .ho"," on thl. NoUea .ay objeot within .ixty (60) daYfl of rec.lpt of th1t Notlca b)ll --written prob.t to the PA Oapertll.nt of RaY.I",.a, Iloard 0' Appeah, D8flt. 281021, Harr1tburg, PA 11126-1021, OR --.I~t1ng to have the .att.r detarMlnad at the IlUdlt of the aooount 0' the p.rlonal rapr...ntatlYI, OR --appaal to tha Orphan.' C~urt ADMIN- ISTRATIVE CORRECTIONS I Factual arrorl dl.covarad on thll ........nt .hould be addr...ad In writing tal PA Dap.rt..nt of RaYllnull, Bur.au of Indlyldu.l hlCU, ATTHI POlt A......ant R,yIIW Unit, DEPT. 280601, Harrisburg, PA 17lZ8-060l Phon' (717) 717-6505. S.. p.,. 5 of the bookl.t ~Inltruotlon' fOr Inheritance Tex Return for a R"ldant ~adant" (REV-IS01) for an 'lCplDnation of ad.inlltratl",ly oorr.otabl. IrrOr'. DISCOUHTI If anv talC due II paid within three (5) oalendar .onth. .'ter the dec.dent'. daath, a five percent <SX) dltcount of tha talC paid 11 allowad. PENAL TV I Th. 15~ t.lC -.n..ty non-partiCipation p.nalty I. coaput.d on the total of the t.x .nd Int.r..t a..I..ad, and not Flld b.fora Januar~ II, 1"6, the flr.t day after the end of the tax ..na.ty plrlod. Thl. non-plrtlclpatJon plIn.!ty It IIPP..htbla In the .... .anner and In tha the .... tJae periOd ftI you would appoal tho tax and .Int.r..t thet ha. ba.n .......d .. Indic.t.d on thla notjca. IHTERESTI Intar..t It charged beginning with first day of delinquency, or nln. (,) lIonth. and ona (1) day frOll the d.ta of death, to tha data of pay..nt. Taxar which b.caMa dellnqu.nt baforl January 1, 1912 b..r Int.r..t at the r.te of .Ix (6X) parc.nt par ~ calculatad at a dally rate of .ODOI6~. All talC.. which bao..e dallnq\lllnt on or aft.r January 1, 1982 will b."r Inte"..t at . rata which will vary frOll caland.r yaar to oalandar y.ar with thDt rat. annaunced by the PA Dapart..nt of R.y~u.. Th. appllc8hAa Intll'a.t rata. for 1982 through 1997 aral V.er Inter..t Rttta D/lllY Intere.t Factor V.ar Int.rut Rat. Dally Inter..t ~aCltor 1912 20X .000548 1917 .. .000247 1915 16:< .0004la 1"'~1991 lU .00OSOI 1984 llX .000301 199i! .. .000247 1915 15X .OClO!5ti 19'U-19?4 n .000192 1916 10:< .000274 lflS-I9f;7 9X .000l47 --Int.rllt It celcullttad II +clllow"l INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS OEI.INqUENT X DAILY INTEREST FACTOR --Any Notic. It.ued aftlr tha tax baoOM. dell".,."t wHl raflact an Intar..t calculation to ftfteM (15) day. b.yond the data of the ......MOt. If Pllly..nt II aade aft.r the Interelt cOIIPUtetJon data .hoMn on the Notice, additional Int.r'lIt lIU.t b. calculat.d. PtJRPOSE 01' NOTICE, PAVMENT, REFUND (CA ) I '\5 .... <:-1 l":~ ~, Q,.; t ~l <i ~"'. i"^, (U 0: t-" C\.. ~ g; ~~ I"" ,) "'1 i"" p" ':1 ~ E 08 1~ fulfill the r.~lr.~lt. of SlotSon 21~O of tht I~hlrltano' and E.t.t. T.~ Aot, A~t 21 of 1"S. (72 P... Section 9140). o.tlOh thtl top portion of thh Notlel and .ublltt with ~our ply.ant to th_ H.ghtlr of !fUll prlntod IH'\ thl r.y.r.. lid.. h. tt.k. chock or lIlOOay order payabh tOI REGISTER OF WILLS, AGENT. A r.fund uf . tax oredit. whleh w.. not rllqu..tad on tha till< roturn, .a" be r.qu..tad by oOltPlaUng an "ApplloaUon for R,fund of P.nnsvlvanl~ Inh.rltancl and f.stat. Tax" (REV-Ill!). Application. art IlIvallable at tho OffiCI of th, R..l.t~r oi Willi, &ny of th~ 13 Rlvanu. Dlstriot Offlc.. or by oalllng the 'PlolaS Z4-hour anlwarlnt ..r~lo. nUllbllr. for forlll.orderlngl In P&IInnlylvanla lwflOO-36Z-20S0, outsIde Pennlylvania and within local HarrlabUrg erea {717> 787.'8094~ lOOt (71'1) 77l-Z252 (Hearlnll hlpaired Only). O~JECTIONSI Any party in lnteralt not I~tlifl.d with the apprallee.nt, allow~nc. or dl.allowanoe of deduotlon. or a.~e..-.nt Qf tax (In<!lucUnlll dhc()~'"t or Interut) u .hown on th1t HoUclI a"y obj.ct withIn .lI<ty (60) dlly. of r~elpt of thll NoUee bYl --writton pro hit to the PA De,illrt.ent of Rllven...e, ftoard of Appuh, Il.pt. 261021, Harrhburg, PA 111Z8~IQU, OR --.Ieotlno to hav. the .atter deter.lned at the audit of the account of the perlona1 rapr...ntatlvo, OR --~.l to the Orphanll' Court AOMIH- ISTRA TIVE CORRECTIONS 1 DISCOUNT I PENAL TV I INTEREST 1 Factuol errnr. dl.covered on thl. a~sel'.ent Ihould b. addressed In writing tOI PA Depart.ant of Revonu., Burlleu of 'Individual Tax.., AnNI Post "..en.ent Review Unit, IJEPT. 2&0601, Harrhbuf'!l4, PA 17128.0601 Ph~ (717) 781-6505. See page S of the booklet "Jnlt'uctl~n. for Inheritance TbX Raturn for a Re.ldant ~edant" (REV-ISOl) for an explanation of adwlnllltratJvely correctable errors. If uny tax d.... I. paid wIthin thra8 (5) oalendar .onth' after the d~c.dent'. death, n flv8 p.rc.nt (5%) dl.count of the t.~ paId I. allow.d. The 15X hx Il.nuty non-partlcJpatlon p.nalty h cOllpuhd on the totai of tha tax &nd IntA,...t ''''I1.'lIld, and Mt paid be;forll January 18, 19'6, the flr.t dill! after tha end of the tax allOllllty plllrlod. Thh non-I'lllirth::lpatlon penalt)l 11 appnlllbla In the ..... .ennll' and In the the .... tI.e periOd lIIII YOtl would appeal thl tax and intere.t that hft' ba.n allhllled .. Jndl(:tltad on thh natlca. Intere.t 1. ohargld bllglnnlng with flr.t day of dallnquency, or nln. (9) .onthl and on. (1) day fr~ tn. dst. of neath, to tho d~t. of pa~alnt. TaXI' Which ~c... delinquent before January I, l'IZ baar Inter..t at tht ~at. of aJ~ (6~) peroent rer IInn~. calculated at a dally rate of .000164. All h,xe. which b.cHtl d.lIn~nt on or aft..r Janulllry I, 1'82 will b.ar lnterut st II rat. which will vary fro. oa1.ndar y.ar to celandar yaar with that rat. a~lno.d by the PA Depart..nt of R.venu.. The appliCable tnt.rut rllitQ' for 1982 through 1997 af"1 '1"ar Inter..t Rate Illllly lnter..t hetor V.t!lr Inter..t Ihlta Dally Inter..t Faotcu- --- 1982 20X .000548 1981 9X .OOOZ47 1911 16~ .000458 1'88<l991 1U .000301 191ft 11% .000101 1992 9X .000241' 1985 15:< .000556 1993-19'4 ]X ,(100192 1986 lOX .0002.'4 1995-1997 9X .000247 -"Inter"t h clllcu1ated .. followll INTEREST' 8ALANCE OF TAX UNPAID X N\lH8ER OF DAYS DELINQUENT X DAII.Y INTEREOT F,\CTOR --Any Notlca l..uM aftar tha tax bKOH' daUnquent will refllct IIl'I Interllt calculation to flft.an US) day. tttlyond the dula of the .........,t. If p.~r.nt 11 .lIde after thtl lntar..t cOllfKlhtion dlltl Ihown on thtl Matlol, IIddltlonll Intlre.t ~u.t be cllculatld. ."......,. '.- t] (0 ,!\ ;~; - N t~ '"' a.; .- o. ~ ~ :_' \1- ~_: (lie;:: 0: " r- P' (J) ~ G8 PURPOSE OF NOTICE I To fulflll the requlre.ent. of Section 2140 of the Inhlrltano. end E,tate Tay. Aot, Act 21 of 1991. (72 P.S. betlon 91~O). PAV)tENTI Detach the tep portion of thl. Notloe end .~It with your ply..nt to the Regl.t.t ef Will. prlntld on the re,,,,.r.. IIdl. ~p H.Ke chick or .one~ ord.r p.Yebl, tOI REGISTER OF WIllS, AGENT. REf'UNO (tlU I A r,.f\.lnd of . tl)( credit, whloh w.. not r.qu..tld en tho hx r.turn, ..y tM requ..t.d b~ eOllPletln, "" "ApplJ08t1on for R.fund of P.nn.~lvanll Inh.rltene. end E.tat. Tlx" (REVplS13). Appllcatlonl ar. aVDllnbl. .t the Offlc. of the Aegl.ter of Will., any of the 25 Rlv-nu. Dl.trlot Offlc.. or b~ oal11no the ,plolal 24~hour an.wlrlnt ..rvlol nuMb.r. for for.. ordl....lngl In Plnn.~lv.nla 1-800p362p20S0, outalds Pennnlvenia end within lor:.l Harrl.burg I.....a (711) 7a7~~094, TDOt (717) 77lp2tS2 (HI.rlng Ilpalr.d Only). OBJECTIONSI Any party In Int.r..t not .atlsfl.d with the .ppral....nt, allowanol or dl..llowanol of dlduCtlon. or ........nt of taM (Including dl.count or Int.r..t) a. .hown on thl. Notloe eay objlot within slMty (60) dlY' of r.e.lpt of thll Notlo. bYl ppl4rltten protISt to the PA Oepart"nt of R.v.nuI, 10lrd of ,t,pp.alo, Dept. 211021, H.rrhbur" PA 17121~1021, OR -~..llCtlnt to hllve the lIIIltter det.r.ln.d at the ludU of thllt looount of thl p.rsoMI r.pr...nt.tiv., OR ~PlIPpelll te the Orphan,' Co"rt ADHIH- ISTRATH'E CORRECTIONSl Factual .rror. di.oov.r.d on thi, o.......nt .hould b. addr....d 1n writing tal Ph n.plrt..nt of RIV'nu., Bure.u of Individual TI)(", ATTNI Po.t A.......nt R.vt.w Unit, DEPT, 280601, Harrisburg, p,t, I11ZI~0601 Phone (717) 787~'505, S.. Pili 5 of th. booklat "In.truotIDns fer Inhlrlt~oa Tax A.turn for' R.aldtnt Deo.dent" (REV~lSO~) for an .xplanltlon of .d.ln1.tratlvalY oorrectabll Irror.. DISCOUNT I If anv t.x due II paid within thra. (S) calendar .onths aftar the d.otd.nt', d.ath, a flva paro~t (5X) dltcO\JOt af the tlltM paid II alluw.d, PENALTY I The ISX tax HOI.t)! non-plrtle;lpatlon ptnaUv II cOIPuted on the tetel of tht te)( Met trltarut ......Id, lInd MQt pHld blfor. Janua....~ 18, 1996, the first day aftor the .nd of th. tax Dan..ty p.riod, Thl. non-plrtlelpltlon panalty It epp...lllbla in the 11)" att-."lr.er and In the the .... U.. p.r Iud .. you woultI Ipp..l the tex al'\O tnt.ra.t that hal b.an o....&.d al Indicatad on thl. notlo., INTERESTl Int.r..t I. chlrg.d btglnnlng with flr.t day of d.lln~nc~, or nine (9) .onth. end Onl (1) dly frOll the d.t. of d.ath, to the data af pa)l..nt. Taxu whloh bKI.. dellnqu.nt b.fora JlnulrY I, 1912 ~r intar..t .t the rat. of .IM (6~) p.roent p.r annue o.loul.t.d .t I dally rlta of .OOOI6~. All t.xe. which bloa.. dallnqu.nt on or If tar Janu.ry I, 1'82 will be.r Int.r..t .t a rat. whloh will Vlry frOll ollend.r y..r to o.l.ndlltr y.lltr with that r.t. announc.d by tha PA O.part..nt of R.v.nut, Th. ",plleabl. Int.r..t rlltt.. for 1'8l thr~UQh 1997 ar'l \,IZ 19U 1984 1985 1'" n~lnter..t 20X 16}: IU u:< 10:< I. oalculatMd I' .000548 ,000458 .000101 ,000156 .000274 follow.. V.ar tnt.r..t R_te Oalh !nt'I...t Faotor 1981 '" ,0002lt7 1988.1991 111< ,000501 19'2 'X .00021\7 19lJ3~199" ]X .000192 IlJ95~1997 'X .000llt7 V..r Inter..t Rete OoUy Inter..t he tor INTEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -~.nY Notlo. I..u.d afhr the \Ix b.c/Wtl. d.lIrlqUltnt will r.fI.et ." Int.rllt ulc:ulatlot'I to flftun (11) dayI btvond the data of the ........nt. If p.Yllnt 1_ Iftd. .ft.r the Int.r..t oo.put.tlon data .hewn on the Notlo., Iddltlonal Int.r..t .u.t b. ~Iloul.t.d. ~o . .,'1 ;U - ~I; ~J 1\1 -I , r i<Q :'D - .~-", -0 ~ ) :.1.) , U , .J '''1. ." r~ i """ PURPOSE Of NOTICE I To fulfUI the' r.quir...ntl Ct' StcUon tl40 of the Innerlt.l,ol and flUtl TalC Aot, Aot 21 of '199!L (12 P,S, SleU"n 91110>' PAVMENT I D,tlQh th, top portion of thl, Notlol Dnd ,vb.lt with v~ur p.~..nt to th_ RIol.t.r of Will. printed onth. rlv.r.. ,Id,. .. "~. ohlok or IOn'~ order Plvablt tOI REGISTER OF WILLS, .OE~T, REFUND (CR) I A r.fund of . tll< crldlt, which WI' not reque.tld on the tax r.turn, ..y bt r.quI.tld bV ao.~l.tlng ftn "Appllofttlon for Rofund of Plnn.vlvanl. Inheritlno. and E,t.t. TalC" (REV-UU), Applloatlon, ar. IIVlllhbl1 at the Offlo" of t~ RI,I.t.r of Willi, anv of the 23 Aev.nul DI.trlct Offlc.. or bV 0111inl the 'Plolal 24-hour .n,wlrlng "rvl~. nUllb.r. for foru ordl,'lm'l In P.nn.~lv"nll 1-800-162-2050. outtld. P.nn.Ylvanl" IInd within 10cII H.rrhbur" ar." (717) 787.6094, TOn_ (111) 772-2252 (Hearing IlIpalr'd Only), OBJECTIONS I 'n~ perty In Interut not ",thfltd with the apprahl.ent. allowanc. Dr dltallowancl of dedU<ltlnn. or ........nt of ta~ (Inoluding dl.oount or intur..tl I' .hown on thl. Notlo. May obj.ct within IJ~ty (60) day. of rtqllpt of thh NoU,. bYI .-wrltten prot..t to thl PA Depar'tnnt of Rev.nuI, 80ard of App."lt. Olpt. 281021, Hlrrhburg, PA 17128-1021, OR --.l.otlng to hlv' the .Itt.r detar.lOld It ths audit of the .ccount of thl p.rlonal r.pr...ntatJv., OR .-~p.~l to the Orphen.' Court ADf1IN- ISTRATlYE. CORRECTIONS I FftctuII 'rI'nrt dhcov.rtd on thh ......II.nt .hould b. addrallld In writing tOI PA Olpart..nt of R.Vlnut, Bur..u of IndIvidual 1II~1', ATTNI POlt AIllIII.lnt Rlvi.w Unit, DEPT, 280601. tlllrrJ.burg, PA 17U8-0601 Phon' (117) 787-6S0S. S.. pag. S of th. bookl.t "Inltructlon. for Inherltanc. Ta~ Return for a R'llldlnt Dtetdtnt.. (REY-ISO}) for an IMPl8naUon of adtllnhtraUvlly corr.otabl. .rror.. DISCOUNT I If any ta~ due l. paid within thr.. (~l c.l.nd.r 1I0nth. after the dlcld'nt'. dlath, a flv. plr~'nt (SXl dlloount of the ta~ Plld I. allowed. PENAL TV I The ISX ta~ .-nl.ty non-partlolpatlon p.nalty I. coaputed on the tot.1 Qf the ta~ and tnt.r..t a......d, end not pltd b.for. Janulry 18. 1996, the flr.t d.~ aft.r thl .nd of the t.~ I.n"t~ Plriod, Thl. non-plrtlolpltlon pantlty J, app..labl. In the .... .ann.r and in the the .... ti.. Plrlod a. yoU would app.al the tl~ and Int.r..t th.t hi' bean ......Id .. indlcatld on this notlc.. INTEREST I Interut 11 chflrllad beginning with first day nf dellnqu.ncy, or nln. (9) lanth. and on. (l) da~ frol the date M de.th, tQ the date of paYM.nt, Tax.. which blca.. delinqu.nt b.fore January 1, 1962 bt~r Int.r..t .t the rat. of .IM (6%1 perc.nt ~'r annUlI calculated at a dally rate of ,000164. All tl~e. whloh b.ea.. d.linquent on or aft.r January 1, 1982 will boar 1nter"t at a rat. which will v.r~ fr~ cII.ndar YI.r to ell.nd.r yaar with that rate announcld by the PA D.part..nt of Rav.nue, The appllcabll IntGr..t rat.. fur 19ft2 through 1997 ar., V..r Inhre.t Rate DIl!Jy Intltlllt Fnetar Vear !nttr..t Ret. Dally Inter..t faator 1982 20>: .000548 1987 9% .000247 1985 16% .00045& 1988-1991 11% .000301 198" 11:( ,000301 1992 91: ,000t47 1915 13% .00nS6 19'95-1994 'IX ,000192 1986 10% ,000274 1995-1997 'X ,000247 ulntttllt It calculttfld 00 follow.1 INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~-Anv Notic. luuod aft.r the tal( blco." dellnqulnt ~Ill refhot an Inhrut calculation to flft..n (15) dav. bDyond the ,:lat. of the n.....II.nt. If fla~..nt I. IIdll afhr the Int.r..t COlllputatlon datI .t'lown on tt'll Not lClf, add it lonnl Jnter.at .u.t bl calculated. PUIlPost Of NOTICE I PAY~NT I REFUHD (eA) I OQ ff (1\ ..~ :0 ~I'j t'!I . I.!:I '-J " ~ (I r, - ,.,. f. 'f) C..) l.J J::,. (Ii (:;, )\:~ , To fUlfill the r.qYlr.~.nt. of SIQtlon ~140 of th_ Inherltlnol .nd E,t,t, '1M Act, Aot 21 of 1995. (72 P,'. '.otlOf'l 9140). Detach the top portion of this HatJo. end ovb.At with your paV"l'It to'thl RIght.r of Willi prlntttd on the rl\llr" llde, u K.tc.. chick or lonl'; ord.r P'~'bll1 tOI ,REGISTER OF WILLS, ADENT, A r.fund of . tlM credit, which ",a" not r.qu..ted on the tlM r.turn, .IV bl rlquutld by COIlpllUng en tfAPP1!oltlon for R.fund of P.,"IYlvenIp tnh.rJtan~. and E,~.t. rlN" (REV-ISIS), ApPllcatlonl ar. IVllIabl. .t the OfficI of the RIgitt.r of Willi, eny of the 25 R'Yltl"lul Dittriet OHio.. 01' bll' olllllng the 111)10181 24~hour an.",.rl"ll ..rvl01 nuDber. for for.. orderlngl In Plnn'Ylvanl, 1-800-3'2-P050, out.idt Ptnn.ylvanla and within 10c.1 H.rrhburll or,. (717) 7B7~ao94, TDO. (717) 112A2252 (H..rlng Iapl1rtd Only). OBJECTIONS I Any party In Intlr..t not lUlthflld with thl.f\Pprah...nt, allowanc. or dh.UowlmI. of dlduotlon. or ......Hnt of t.M (Including dhcount or Int.rest) II .hown an this Notlc. ."y nbjllct wJthln .bty (60) dty. of ..Ioelpt of thll NoU~e bYI ~Awrltt.n protut to tht PA D.pertl.nt of R..vanv4ll, Baird of APPIIIl, nlpt. 2.10U, H.rrhburG, PA 17128-1021, OR ~~.ll(Itlnll to hllVI thl .att" dltlnlnld at thl .udlt of the Iccount of tn. Plr.on.l r.pr..enhtlv.~ OR ~-IPP'II to th. Orphen.' Court ADHIN- ISTRATIYE CORRECTIONS I DISCOUNT, PENAL TV I INTEREST, FactulI arror. dltcoYlrod on thh I....ul.nt .hould b. Iddr....d Jn wrlUna tOI PA DIP.rt..nt of A.v.nuI, Burlau of Individual T'M", ATTNI Post A.....-.nt RavJa., Unit, DEPT. 280601, Hftrrl.burg, PA 17128-0601 Phona (717J 187-6505. S.. pa9' 5 of the bookl.t "In.tructlbnll for Inh.rltanc. Tal< R.tur'n for I R.sident Dlcldint" (REY-1501) for In .l<pl.n.tJon of adllnl.trltivlly corr.ctabl. .rror.. If Iny tax due t. plld within thr.. (5) callndar MGnth. aftar thl dlold.nt'. dlath, a flva parclnt (5~) dl.count of the tax paid i. allowld. Thl 15% hM .."..ty non~p",tloiplthm p.nal tv 11 ooaputld on the total of the tal( and Inter..t .......d, Imd 1'101 P.id b.forQ J.nullr~ 18, 1996, the fl..st doy aft." the and of thl teM allnllty p.rlod. This non'p.rUcipa~lon pen.lty h: .pp.ahbl. In the UII. .ann.r and in thll thl ,a.. tI.. plr lod .. ~ou would IPp..1 the t'l( and Intlr.,t th.t hi' t.an ......ad b. Jndie.tld on thl. noti~.. Int.r..t 1. chargld b.glnnJng with flr.t day of dlll~quancy, or nlnl (9) 1I0nth. and on. (ll dly frOll the dlltl of dl."th, to th.. date of PIlY'.llt. T8MU which b.eallB d.llnqu.nt blforl J."u.ry I, 1982 b..r Int.rl.t It the rata of .IM (6%) parc.nt par IInnUII oalculatfld It . dally r.tl of .000I~. All bM" whiah baGllIllI d.lInqu.nt cn or aft.r January I, 19&2 w1l1 bur lnt.rut at a rlt. which wHI "'trv frOll callndar Yllr to cal.ndar y.a.. wlth thllt ratl announcld tly thtl PA Dlpart..nt of R.vlnu.. ThI appllcabll Int.rllt r.ta. for 1982 through 1991 .rl: "'-.ar Int.rut Ratl D.Uy Inb..est Factor Vaar Int.r..t R.t, Dlily Intarllt Factor 1912 20% .0005"11 19B7 .~ .011021+7 1915 16% .0011458 198&-1991 11% .000101 191ft 11:< .000501 1992 .~ .OOO2~7 1915 n% .0005S' 1991-1991+ n .00019: 1'16 lO~ .ooon" 1995w1997 .~ .00020 ~~Jnt'f"lt II c.lculatad a. followlI INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR w~Any Notle. 1,luld .ftar thl tlK b.co... dlllnqulnt w!ll rafllet an Int.re.t caleul~tlon tc flft,an (1&) daYI b.yond thl d.tl of the a.......nt, If paYIl.nt I. IlId. aft.r thl lnt.r..t cOlllputatlon data shown on the Notice, additional Intlr..t lUst b. clllculnt.d. ~9 i':~ \0 ~..l ;rJ (Ii " I"~, i!',J1 ?"() - ,f;>o '"0 tv ,~! ;; " \...J ,f;>o 91i P\JIlPOSE OF NOTICE I To fulfUl the raquJI"...nh of Sactlon 2140 of the In'j'erlbncD and E,tat. hI( A(lt, Aot 21 of 1995. 0'2 P.S. S.ctlon 9140). PAYMENT I D,taot\ the top portion of thh NoUcl and ,Ublllt with your pay"lnt to the R.ghhr of Will. printed on thtl rlVI,.a lid_. -,- MM' chtHlk or 1I0nay ord.r paY8bh tOI REGISTER OF WILLS, AGENt, RfFUND (CRll A r.fund of . t.~ crldlt. which we. not rlqua.tad an the tax return, lIay be r.quI.ted by co~l.tJng .n "Application for Refund of Plnnlylv.n1, Inh.rltn~o' and E.t,t, Tax" (REY~1511). Appl1eatlon. arQ n~all.bl. at the Offl01 of tn. Raol,tar of WillI. ony of the 23 RavenuI Dlfitrlot Office. or by cDlllng the .plela} 24~hour an.w.rlng ..rvlo. nUlllb." for furll. ordering; In Penn.ylvunlll IM800~361'>1050, outside PGnnlylvill'lh !tnd within local. Harrhburg .rllll!l (7171 71J7M8094. TDOI! (717) 77Z~C:lSZ (H..rlng Illpalred Only), OaJECTIONSI ~ny party In l~t.r.5t not .atl,flod with the appraIse.ent, allowanc9 or di.allowance of d.du~tlons or a.......nt of hx (including dhoount or Intor..tl III shown on this Notice uy Object within lIb/ty (60) daVIJ of receIpt of thit Hoth'll by: nwrlttan protest to the fl" Dilpartnant of Revenu., Board of Appeal11, Dept. Z810ll, H.rrh:b~jrg, PA 17128-1021, OR u.hctlng to have the "fltter daterlllln"d at the audJt of the lIIccount of the peraonal reprl"'l.nt.tIv., OR -MDPP..l to the Orphan,' C~urt ADH1HM ISTRATIVE CORRECTIONS I factuftl errors dllcovar"d on thIs ft.."...ent should be .cdr....d In wrIting to: P" Oopart..nl of Ravenue, luralllU of Indlvlcluul 11!1xu, ATTN: po.t hSlISSllUlnt R4lVle'" Unit, OEPT. 2aOllOl, Harrisburg, p" 17128~0601 Phone <1171 787~6!i05. S.. puga !i of the booklet "InstructIon. for Inh.rUnnel'! TflX Return for a R.t1d~t O.oadent" (Rf:\J~1501) for In lIIxplanatlon of fldllllnllitrfltlvely correctable fJrror.. DISCOUNT, If any t.~ due I. paid within three (Sl cal.ndl!lr Montha after tho d.~edent'. denth, " fIve percant (5%) dl,count of the tax paid I~ ftllow.d. PENAlTVl The lIiir hx aan..ty non-pflrtJolpntion penalty is cOMputod on tho total of th. tftx ~d Int.relt u.....d, IInd not paid before Janul!lry 18, 1996, the fJrst day flfter tho end of the tax Itllnub period. This nDn-pe,.UclplItlon penaltv 11 BPpealable in the lIalle .anner and In the the 5a.. tbe period a. you would appeal thll taM and Int.r..t thet ha. b..n a....w.d .. Indlcat.d on this notlc.. lNTOEST j Inhrut 11 charged b.g!nnlng with fir.t day .'f dllllnquHocv, or n\n. (9l Month_ and on. (1) day fr04l thll -dah of dellth, to the date of paYlIIllrlt. Ta)(1III "'hleh bO(lalle delinquent before Januflry 1, 1982 baar inter..t .t the rat. of ~Ix (6%) percent per ~nnu~ calculat.d at . dollv rat. of .000164. All teIC" whl~h bactleli dalinquent on or aftv JanUflr'll 1, 19M 101111 bur lnhrut flt tl rata which ",Ill v.rv froll oalendar y..r to calendar Yeflr with thflt I'ata announced by thll PA nepart..nt of RalJlllnU6. Th. app1.\cabl. Interut rat... for 1982 throlJoh 1991 arlt V..r Inhrut Rate Dal1'l1 Inhra.t Factur Vear Interellt Rate Dl:ll1y Int.,...t fila tOt 191i!: 20:< .000548 1981 .% .0002(,7 19a5 16% ,000418 19811-1991 11% .000501 19" 111: .000101 199~ " .000247 1985 Ui: ,00Q5S0i0 1991-1"'4 1% .On019i!: 19.. 101: ,000274 199!i~1997 9% .000241 ~~Int.r..t It calculat.d .. fol10ww, INTEREST . SAl.ANCE or TAX UNPAID X NUNBER Dr DAYS DELINQUENT X DAILY INTEREST rACTDR -"An'll Notice Irsuad aftl'-r the \fIIC bacOIIIu riaUnQvant ..ill r.U&ict an Intarti.t calcuhtion to flft.en (liD d.YI bel/oIU:! Ul8 data of tha llu"'lIItnt. If pa'll...nt I_ "ad. aftar the Interut COIIPU~.t10M dllt. .hown on tht Notice, additional interalt _u.t ba c.Iculsted. t?g loci '1 *11\\, '.;'J ~j :.;U .... b . "Q t.J U; ~,;;- " ( ..'1 ;t~ ~\, .I'> PURPOSE Of' NOTICE I To fulfill thl r.qulr..ltnh of SaoUon 11i!O of tt'll Inhlrltlncl and htlte Tax Aot, Aot RIof 1995, (12 P.I. Slation 9UG). PAYMENT I o.taoh tht top por tJon of thh HotJo. Ind .ubllt with ~our p.~..nt 'to the Rflght.r of WIUa prlnt.d on thl raver.. ,Ida, ~~ H.... ehlok or .on.~ order p.~abl. tOI REOI'TER OF W~~LS, AGENT. REFUND (tR J I A rlfund af I tex oradlt, which wa. not r.quI.tad on the tlX r.turn, 'a~ ba r.qu..tld b~ eOMpI.tlng an "Applloatlon fnr Rlfund of P.nn.~lv&n" Inherlt.no. Ind E.tet. Tex" (REV*IS1SJ, Applloatlons ar. avall.bl. .t thl Off Ie. of th. RIgI.tlr of Will., Iny of th. 23 Rlvenua DI.trlot Offlo.. Dr b~ ~IIIJng the .plolal 24-hour an.w.rlng .arvlol nUMblr. for for.. ord~rlnal In Pann.~lvanla )-&00~362-20S0, out.ldl P..nn.~lv'nla Ind within 10011 Hlrrl.burg arl. (7171 7&7~a094, TDOI (7)7) 772~2t52 (H..rlng Ilpalrad Only). OBJECTIONS I Any p.rt~ In Intar..t not ..tl.fl.d with the .ppr.I....nt, allowance or dl.allowftnca of deduction. or ........nt of t.x (inoludlng dl.oount or Int.r.st) .. .hown on thl. Hotlo. lay obJlct within ~Ixty (~O) d.y. of r.q.lpt of thh Notio. bYI --~r1tt.n prot..t to the PA Depart..nt of R.venu., Board of App..h, OIPt. 211021, Herrltburg, PA 1712&*1021, OR -~.l.ctlng to have the ..tt.r dlt.r.ln.d at the audit of the acoount of the plr.onal rIPr...nt.tlva, OR --.pp..l to tha Orph.n.' Court ADMIN- ISTRATIVE CORREtTIQNS I Factual arrora dhcovared on thl. .u.....nt .hauld b. addrluad 1n writing tol PA D.partunt of R.vlnut, Bureau of Individual T,xI', ATTNI Pa.t A.......nt ~.yl.w Unit, DEPT. Z60601, Harrl.burg, PA 1712e~0601 Ph~ (7\7) 7&7-6S05. S.. pag. 5 of the booklet "In.tructlon. for Inh.rltanc. rax Return for. R..ldant bwoaoent" (Rf~-lSOl) for an .xplanat!on of adMlnl.tr.tlv.ly oorr.ctabll .rror.. DISCOUNT I If 8ilY tllX dUI It p.ld within thr.. (!l) calendllr Mnth. aftlr the d.c.d.nt'. de.th, . fiv. peroent (5iO dllaltUnt of the \JjM p.ld it allowed. PENAL TV t Th. 15:< tax .-nl.ty non-partlclp.tlon penalty i. co.putld on the tot.l of thl t.x and Int.r..t .......d, and not paid blfor. January 18, 1996, the flr.t d.y aftlr the and of thl tax ..n..tv period. Thl. non"partlolpatlon ptnalty I. app.alabl. In the .... .ann.r .nd In thl th. .... tl.. Plrlod .. you Nould app..1 the tlM tnd Int.ra.t thlt h.. blan .......d .. Indlcat.d on thl. notio.. INTEREST I Inter..t 15 ohart.d b.glnnlng with flr.t day of dlllnquency, or nln. (9) Month. .nd on. (1) day frot the data of d..th, to the dati of pay..nt. Tax.. which bee... d.llnqu.nt b.forA JanUary 1, 1912 ba.r Int.re,t at the rata of .lx (6~) Plrc.nt par .nnUM caltuleted at a dally rat. of .000164. AU tax.. which bae... d.Unqulllnt on or aHlr Janutry 1, 1982 wilt b.ar Int.r..t at . rete which wUl varv frOll callndar vllr to tellnder y'lr with that rat. announced by tha PA Dlpart,,"t of R.v.nue. The ~"lIclMll. Interl.t rat.. for 1912 thrOUgh 1997 ar'l 'fur Inter..t Rata Dalh Intar..t Factor VIer ~~ b.lly Int.r..t F.ctor 19&2 201: .00054& 19B7 9% .000247 19&5 16X .000438 191&-1991 11% .000301 1914 11): ,000301 1992 OX .000241 IOas 11:( ,000356 1993-1994 7% .000192 1986 lOX ,000274 1995-1997 OX .000247 --lnt.".t It calcullt.d .0 follow. I INTEREST . BALANCE OF TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTERERT rACTOR --Any Notlca 's.u.d aft.r the taM b,cUM.. dellnquant will refl.ct 8n inter..t c.lculatlon to flft..n (15) dlV' bavond the dati of the a...ullnt. If pl!lll...nt it lI:l!ld. IIHIl' tho Internt COMputation dftt. .hown on the Nntlcl, addltlcnal Int.re.t MU.t b. ~alcul.t.d, 0Q ~ rl' \,C; -_J ::lJ rrl \}, ~.' ~tJ - .t. "i;"j h.) <~:) .r;. ;) ';"-t, PURPOSE OF HOTICF.1 To fUlfill th4 requirl.lnt. of Slotlon 2140 of the Inh.rlt.n~. and Eltltg Tax Act,Aot 21 of 19~5. (7~ PIS. S",Uon 9140), PAVMENTI Oltloh tht top portIon of tnt. Notlcl ~nd lub.lt wJthyour Ply..nt to the Rlglltlr of Will. printed on the river.. .!ct., -~ H~. chick or MOne~ ordlr peYnbl, tOl REGISTER OF WILLS, AGENT. REFUNn (CR)I A r.fund of III hilt c"lIdlt, which w.. net ,.equuted on the hll roturn. .Iy bl ,..quut.d by eolltPlltJM8 an "AppHo'Uon for 'h.fund of PltfmlylvlInJ& Inhl'".\tI!lI\CI Ind E.tah Tt!)(" IRF.V*I513), APPllcat!on. art available at the .OfficI of the Roghbr of ~1.1111 "")' of the 23 P......nu. District OHJolR or by calling the splicHal l4-hcur e"lwlring I'rvl~. nutlblr. for fori III ordlrlngl In PlnnllylvlInIa 1~800-362-2050, ouhid8 P.nnsYlvanla and within looal H.rrhburg ar.. t 717) 781-8094, TOOl (117) 172-2252 (Heftrlnll Illpalrllld Only). OIJEtTU)HSl Any p~rh In lnt.rut not Illtisfled with the 4pprnhuQnt, allownno. or dllallowl!lnCl8 of deduction, or ........nt of tal( (inoluding dhc:ount O1r lnterest) ItS shown on thh Not1u lIlay objeot within .lxty (60) days of reolipt af thh NoUo. bYl hwrltt.n prot..t to the "" Deparhlllnt of Revenue, Board of Apfleals, DIIPt. 281021, Harrhburg, fl" 17128-1021, OR -~.I'Cltlng to have the II.!!lU.r d.terllined at the eudJt of the IItl)ount of the perlonul r.pr...ntatlv., OR --epp..l to the O"phen,' Court "DtUN- lSTRATlYf: tORREC nONS I Factual "','orG dhcolllrod on thh IIIS""lllent 'hould be at/dressed In .lrJtll1g tOI fJA O.pertllflnt of Rlv.nu., Bureau of Illdlvlduel Tal<IS, ATTN: POlt AUUIlllllnt RIIV1.w Unit, DE"PT. 2811601, Hllrr1sI:.',urg, PA 17123-0601 Phone (711) 147-6;05, See flflge S of the bookl.t "Imltrllotlons 'or Inherihnee Tal< Ruturn fOf' e Ruld.nt Ikoedent" (REV-ISO}) for an axpltmntlon of ad.inl,t,'atJ",.1y corr.cttlble error.. DISCOUNT I If any hue dug 11 peld within thru (3) calendar lIlonths 8fhr the dbcedant', daath, 1'1 five parc.nt (5:0 dl.oo~t of the tbK paid i, allowed, PE:HALTV: nl' 15;( taK Hn8.ty llon"PlrUcIpatJon penalty Is (lOllputed 0f1 thl tatel of the talC and inter..t as..a..d, and hOt peld bflfore Januer:.o 18, 1996, the flrllt doy after the end of the talC a.n".ty PllrIod. Thh non-pllrtJoJpatJon Pt'nl1b 11 app.alable tn the u.e 1I11:lnnltr Dnd ~n tho tha 11.11. tlI' perlod.1 YOU waula app.e1 the talC and int"rllt that hi' blMn .......d ftl Ihdlontld on this nottce. INTEREST I Inter..t 11 ohargad beginnIng wlth fIrlt day of delinquency, or nln. (9) lIonth. .!!lnd on. (1) da')' fr~ tha date of death, to thl date of pay.ant. Tax.. whloh bacBlIl. delInquent before January 1, 1982 b..r Jntere.t lit the rat. of .IK (6%) paroent per annuli oa1cuhtld at a dally rate of .000164. All hIC.. whtch bac..e del1rlquent on or aft.r Januat'y I, 1982 will bear lnter.'t fit a rate whioh will vary fro. calandar year to oll&1nOlr Ylar with that ra1~ announced by th. PA Dape,.tllent (If R,v.nue. The appllcllbll Inbre.t rl'" for 198Z through 1997 Ill',: V'.r Interut Rah Dally Int.,.e.t FlIotor Vlar Interl~t Rate DBily Int.r..t fac:to,. - 1912 lOX . DOCl548 1987 " .000241 1985 16% ,00nli](l 1988.1991 111: .OOOlDI 1984 11% .000l01 1992 lJI:' .000247 1985 13;.: .000356 1993-1994 IX .000192 nit! IOle .0IlOZ74 199,1i-199;o ,~ .000247 ""Int.rut it o.lcuht.d a. follow'l INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST FACTOR -"Any Notiu Jlluad .fhr the tew b.eoll" dlllnquent will r.n.ct an Jnter..t calC:lJlatlon to fJft.." (15) day, bt,tyolld th~ dl'ltft of th. ;'lUlhll.nt. If Pi!lYIII.nt ,,, IIOde Bfter th. Inhr..t cOlIpuht1on dUe shown on tha Hotle., additional Interl.t .ust ba calQuiatad. \