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HomeMy WebLinkAbout97-00298 l /!J~ I/{i 'C~MONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAxes INHERITANCE TAK DIVISION DF.PT. ~a0601 IIAII1H!t8lJRO, IIA 1711.'-0601 o ~j) N /',:' DAVXD W R~'GER ESQ' 23~1 MARI(~t' ST . CAMP HILL .~: . PA f1 ~., ~(' r\: 17011 J ".1 'W u.; n:: ('" p'l .-. L..:.: 2:,) 0(,) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Co~ts/Hlso, Expense. (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule X) 11. Tot.l Deductions ]2. Net Value of Tax Return 13. Charitable/Governmental Sequests (Schedule J) 14. Het Value of Est.t. Subject to rax ,9,/~(,n~d. fV'*' t':... 1I~.'1I U ,,, lGl.tll 03"24-97 KINSEV 05-13-96 99 96-0841 NON-RESIDENT \JrA. 101 ELIZABETH [~~__' ~~nt RO.I==:] ll) (21 (3J (41 (SI (61 (71 75,000.00 .00 .00 .00 143,503.90 ,00 ,00 DATE 03-24-97 HOTICE or HOHRESlDf:HT INIIERITANCE TAX APPRAIIIEIIENT, ALLOHANCE OR DISALLOHANCE Of DEDUCTIONS, AND ASSESSIIENT or TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MAKE CHECK PAYABLE AND REMIT PAYMENT TO: PA DEPARTMENT OF REVENUE DEPT. 28D601 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... REv:.!i3''i' 'El(-AFir-{03~rj7nioTIcE "OF' NOtiREifiDEN-,'-'iNHERi"fANCE'TAX liPPRAfsEMftif, ALLoWANCE' OR-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KINSEY ELIZABETH FILE NO. 99 96-0841 ACN 101 TAX COHPUTATION IIETHOD ELECTED, ( ) FI.^T RATE (XI PROPORTIONATE TAX RETURN HAS, ( X) ACCEPTED ^S fILED () CIlANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON' ORIGINAL RETURN 1. R..I E.t.ts (Schedule Al 2. Stocks and Bonds {Schedule Ol 3. Closely Held stock/Partnership In1ere.t (Schedule C) 4. Hortgage./Notes Receivable (Schedule 0) 5. C..h/Bank D~posits/Hisc. Parsonal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7, 'fransfers (Schedule OJ 8. Total AU8'ts (9) 1l0) 7.601.12 1.196.57 NOTE: To insure proper oredit to your account, submit the upper portion of this forn with your tax PDyn8nt. (8J 218,503.90 (11) (12) (13) (14) 8.797.69_ 209,706,21 ,00 209.706.21 will NOTE: If an a:Oili05l.lmailt wa& isll,led pr'eviously, lio1es 14, IS .md/clr 16, 17 ~nd .8 reflect figures that include the total of abh returns assesled to date. ASSESSMENT OF TAX: 15. Allount 01 16. AII10unt of 17. AMount of 18. Principal TAX CREDITS: ~ PAYIIENT DATE 08-13-96 , 11-14-96 line 14 at Spousal rate llS) ,00 X , DO. .00 Una 14 taxable at Lineal/Cl... A rat. (161 ,00 X ,06. .00 Line 14 ~.x.bl. at Collat.raI/Cla.. Brat. (17) 71,300,11 X ' IS. 10,695,01 Tax Du. 118J 10,695,01 RECEIPT DISCOUNT (+l AHOUNT PAID NUHBER INTEREST/PEN P^ID (-I AA146621 526.32 10,000,00 AA163048 .00 160,26 TOTAL TAX CRE~~_~ 10,686.58 BA.':ANC~ OF TAX DUE __ 8.43 _~!~~~~~~,~_~EN -'_ ' 10 TOTAL DUE 8,53 ------~..-..__.._--~ -_._-~-- ( IF TOTAL DUE IS LESS TIlAN II, NO PAYHENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE Of TillS FORH FOR INSTRUCTIONS.J L INTEREST IS CHARGED THROUGH 04-01-97 AT THE RATES APPLICABLE AS OUTLINED ON REVERSE SIDE OF THIS FORM THE . If PAID AFTER bATE INDICATED, SEE REVERSE fOR CALCULATION or ADDITIONAL INTEREST, RESERVATIO~I E.t8t.D of d.e.denh d~lnD on or b.fore Deo..b.r 12, 198~ ...1f an~ future Intere.t .tn the utat. ~. tr&l1l1farraa In 'pon.uion or enjo)'lIent to Chili B (coUnteraU b.n,fle1Iwl'l of the dec.dent after the ei(plr~t1cn of M~ .Ue.. for Ilf. or for ~..r.~ the Co..onw.alth hereby expre.sly r...rv,. the right to Bppral.. and a.ee.. transfer Inh.rlt.noa Tlx" at thCl lawful Clalt II (oollate,.al) rllh on lln~ such future Inter'elt. PURPOSE Of HOTICE: OBJECTIONS I 'OIlIN- ISTfIATtVE CORRECTIONS 1 nISCOUNTl REFUND (CR) I PENAL TV 1 lNTERESTl TO REHIT PAVMEHTI To fulfl1l the requlrolllontll of Section 1140 of the 1nherltatlOfl l\nd E.tate Tax Act, Act 21 of 1995, ('12 P.S, Section 9140), An~ party In Interest not satl.fied with the a~pral'o~ent# allowanoe or di~allowance of doduetlonl; or ..I.....nt of tax (Jlloludlng d\scnunt or Inturest) es shmm on thh Noti!)e 1l1.11l1t object within $bty (liO) daye of r..Cl.lpt of this Noti~., -Objection. lIay be lIado bYI --wrJtten protest to the PA Departlumt of Revenue, B08rd of APPQl!Ih, Oipt. lBI021, Uarrhburg, PA 17128~1021, OR ~"1I1ectlng ta hElve thll nthH' deterlllned at uudlt of the personal r9pr..sentotlvG, OR .-app..l hI th~ Orphans' Court of Oauphin County, Court UoulIe, H8rrhburg, PA 17101, Fa(ltu81 errors ~hcovered on thh 81SIlIuent should be addressed In writing tOI PA Dep8rtlllent of Rev.IlUII, Bureau of Indhddual Tax...., .UTN: Post Assosslllent Revll1w Unit, Dept, 280601, Harrisburg, PA l7l28~0601 Phone (717) 181-6505. Su PIIQII 1 0'* thll booklet "lnstruetlony for InherItancl'l Tex R.turn fOI' fl Nonruldent Dec.dent" UfEV-1136) for an QXpbn81!on of adllllnlstrstively corre/;'t8ulo rtrrOrl, If ~ny tax dUll 1. paid wIthin three (3) Months ~ftGr the decedent's doeth, n discount of flv. percent (5%) of thO tax paid il allowed, A r.fund of a tax credit, whleh loll'll not requoshd on the Tax Return, Il11Y be requ.sted by cOlllphlltlng an "Appl1eatlon for R.fund of P&nnsylvanla 1nh9rltancll and Est8te T8x" (REV~13l3), AppllcatJonfl 8re avaIlable at the Office of the Reghter of Willi, any of the 23 RevM,I(l Ohtrlr.t Offices or frolll the Dellltdliont's 24~houl' mswerlng ..rvlae nulllbere for forllls orderIng: In Punnsylvanlrl 1'.800.36,h~OSO, outside Pennsvlvanl8 and wlthln leon 1 Harrisburg area (17) 787-8094, TODII (711) 772-7.252 OIl1orlng IIIIPaIred OnlY), The 15% tax 8111f1uty non~ptlrtlclpatJon panfllty is COIlPUhlll on the total of the tal( and Intel'ut pu....d, and not paid btlforll January 18, 1996, the first day after the Gnd 0,* ~h. tax allnut'.' perAo", This nowportJclpaUon penalty 11 opp.ahble in \hll Sft" mftnn"r !lnd In the the sw"e thle PQrlod as YOU would 8Ppe~1 the tax and Intere.t that has bllln au.ned lit tncHeated on this noUce. 1nt.rut 11 chllrglll1 beginning with first dall of lleJ.Jnquency or nine (9) "onthl !lnd one (1) day frail the date of dtiath to th. dab 01 pay..nt. Tnxe. which becolle delinquent bafore Joml,.r.., I, 19&7. bear Interut at tlu~ rete of ,he (6%) percent per annuli oalouhted dt ft dally ."sto of ,000164, All la)(1I whioh becallle deIJnquent on and after January 1, 19&2 will ueftr Interelt at n rnte which wIll vary fro' onlandnr YQaf to cn1ender y0ar with that rat. annouMed by tho PA O.partlllent of Revenue, Ttl~ appllc8bl. interest fatu fOf 1982 through 1997 ar.1 '!!!! ~~~ Dally lnt.rut Fl'lotor ~ !,nhr8lt Ratu D811y Interest foetor 1982 20% ,000548 1961 91. ,000247 198] 16Y. ,000(,38 1988-1991 111. ,000301 19M 11% ,000101 1992 9~ ,000241 1985 131. ,OOO3!l6 1993-1994 11. ,00019l 1986 10% ,000274 1995-1991 9% ,000241 -"Inhrelt I. calculated al followSI INTEREST' BALANCE 01" TAX UNPAIO X tlUIIBER or OAYS DELINQUENT X DAIL~ INTEREST FACTOR nAny Notlc. I..ued aHor the tal( becalle. dallnqllent will reflect 8n Interest clIlculatlon to HU..n (is) dIY' beyond the datal of the 811I1USIlI'8nt, If paYlIent Is .ade after tha interest cellPutlltloll dltte shown on th. Notice, additional Intorost IlUlt b. calcll18ted, D.tach thll tOI' portion of this Notice 8nd subndt lollth ynur pllYIlGnt to PA Deportunt of Revllflue, tlt the addr... shown on the rev.rs. side, ~HQk.. c;heck er 1l0nGlY order pbyftbl. tcu COMMONWEALTH OF PENNSYLVANIA ~ '"' . NONRESIDENT DECEDENT L ' , SCHEDULE A PART 1 cOM'i~~~I~~IWll,rlrJIWrN,^ REAL PROPERTY SITUATED . INNUlTANCI lAX MnU'N . . ___!l~!!l!!!!'!.~~L____~ ___.._I!'I_~ENN~YL ~A.(Il_I~__,_._ _ P"o.. Ponl or TYP'~n!o'mo~~___" m,lit! Of -- - ._-,- filE NUMBER -- Elizabeth Kinsey r.:, 1 r; ~ t III (S 111 Port I mu~ud,;Ii r.al property ownldby thl d';c.dellf Individually o;~~-;;nl in (ommon wllh~th.r parlv(i'.)1 having It I tltur. In Pennsylvania. IP,oporty lolnlly.own.d wllh Right of SUrYlvo"hlp mu,l bo dlldo,od on Schoduio f.1 All roolo'loto mull bo roportod ot fair morkol voluo which II doflnod 0' th. prlco at which prarorty would ho exchangod helween u willing buy" and a willing ..II.., nellh" being compelled 10 buy or ,.11, both having rea.onabl. knowledgi 0 th'..;..ellvanf facti. __ ITIM NUMBEM DESCRIPTION VALUE AT DATI OF DEATH 1. Real property located at 102 Wayno Avenue, New Cumberland Pennsylvania $75,000.00 0." 0 15 ~ , If:' ~ it ::\ , , y--:- '-,"~ {~ i , ~- '-.) ~ c' ." "" , :11 > ;, -. ~ > .:u p; ~a. cc. TOTAL (PART I) 75,000.00 -0- 75,000.00 TOTAL (PART 2) (Proportlonall Method Only from 'ov.... .Ide' - . GRAND TOTAL (Allo ont.. on line 1, Rocapllulallon) $ (If mare .poce I. needed, In..,1 oddllional .h.." of .ome .Ize.) ,- ,~-_,:.."",,-,,,."..~,-,,,,"",,,_.,; c, '~c""';'~_""-""',,,~. "c.; ~_ /"'-- COf(MONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES IHHF.RITANCr l~K DIVIS'ON flfflT. l80601 tMRRISBURO, PA 171U~0601 NOTICE or NONRESIDENT INIlER1TAliC~ tAX APPRAISE"ENT, Al.LOIIANCE OR DISALLOIIANCE or DEOUCTIONS, ANU ASSESSIICNT or TAX 03-24-97 KINSEY 05-13-96 99 96-0841 NON-RESIDENT ~~. 101 E~~~--A~oun.f R.III~=t,.d ,,~ ,-..., --~,>-,,- MAKE CHECK PAYABLE AND REMIT PAYMENT TO: PA DEPARTMENT OF REVENUE DEPT. 28060 I HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE ~ RETAIN I.OWER PORTION FOR YOUR RECORDS .... 'Ritli:JJ3'7--ii'(-AFi.Toj:"rj'j'j--NciiYcEcIF NllN'R~S"iiji!kf - INHERi i ANeil' iAX'APPRA1SEHEN'r, ALLOiiANCE" OR"--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMEN'r OF TAX ESTATE OF KINSEY ELlZARETH FILE NO. 99 96-08',1 ACN 101 TAX CO"PUTATION MET lion ELECTEDI<< ) FLAT RATE (Xl PROPORTIONATE TAX RETURN liAS I ( X) ACCEP'rEO AS FILED (I CHANGED RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estat. (Schedule A.) 2. stocks end Bonds (Schedule 8) 3. C1oloh Held stock/Partner'ship Int.r.es"l lSohedule C) 4. Mortgmg.a/Note~ Roc.ivablD (Sohedulft OJ S. C..h/Bank Deposits/MIsc. Parsonal Property (Schedul.' E) 6. Jointly Owned Property (Schedule f) 7, Trenlfer!ll (Schadule OJ 8. Tohl A...h DATE ESTATE OF DATE OF DEATH FILE NUMBER COUkTY ACN DAVID W REAGER 2331 MARKET ST CAMP HILL ESQ PA 17011 I .1 " II APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hilc. Expensl. (Sohldull H) 10. Olbtl/Hortgagl Liabilities/Liens (Schedull X) 11. Tot.l Deductions 12. N.t Value of Tax Return 13. Chari~.bl./Goyurnment.l Bequests (Schldule J) 14. N.t Va]ue of Estate SUbjMCt to Tax III (2) (31 (41 IS) (6) (7J 75,000.00 .00 ,00 .00 143.503.90 ,00 .00 (8J Gi" pt. UY.ill U'" 11I.fll ELIZABETH DATE 03-24-97 (9J llOI 7.601.12 1.196,57 NOT~I To insure ~roper oredit to your account, lubMit the upper portion of this forM with ~our t.x p.Ylllnt. 218,503, 'L! Ill) (12) U3l U4J 8.797.69 209,706.21 ,00 209,706.21 will NOTE: If an assessment was issued previously, lines 14, lS and/or 16, 17 and 18 rpfll'l"1' figl1~"" that include the total of Il.bl returns aSlie"l'd to date. ASSESSMENT OF TAX: H, Alllount of Line 14 .t Spou.al ".t. US) ,00 X ,00. ,00 16, Altount of Line 14 't.xable et Linell1/Cllss A rot. U61 .00 X .06. ,00 ].7. AMount of Line 14 taxable at Col~at.ral/Cl.ifi BrIt. (17) 71,300,11.. X ,15. 10 , 695",!L 18. Princ!pllll Tax Du. ll8) 10 , 695...:!.L TAX CREDITS: PAYHENT RECEIPT DUCOUNT (+ J AMOUNT PAID "I OATE NUMBER INTEREST/PEN PAID (-J 08-13-96 AA146621 526.32 10,000,00 11-14-96 AA163048 .00 160.26 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DU[! 10,686,58 8.43 ,10 0,53 ( IF TOTAL DUE IS LESS TIIAN 'I, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY 8E DUE A REFUND. SEE REVERSE SIDE or TillS FORII rOR INSTRUCTIONS. J INTEREST IS CHARGED THROUGH 04-01-97 AT THE RATES APPLICABLE AS OUTLINED DN THE REVERSE SIDE OF THIS FORM . IF PAID AFTER DATE INOICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. ~~ ~ ~l'l " '" etJ fe, t.'\ ':j ('I ~; ::tJ N _J ).~ ;'~1 -1:1 ,::.; ii1 .l:> l~' ~~, .' RESERYATION, F.,tet.. ofao_dlnh dYina on or before Ole.llb,r U, 19U ~. If any future if'll.r..t In thl,..tat. II \ranlf,rr,d in po.....lon or enjoy.,nt to CI.., a (0011it.r.l) blnefloiarl'. uf the diold.nt after thl .~plr.tlon of any I.t.te for 11'. or f~r ~..r', thl COMMonwealth herebY expr...ly r...rV" thl right to appr.I,. Ind ."e,. trlntt.r Inheritance Tlx.. .t thl llwful Cla" . (ooUet.r.1> rlU on any IUClh 'utur. Int.r..t. PURPOSE OF NOTICE I OBJeCTIONS, ADIIIN- IS1RATIVI:: CORRECTIONSl DISCOUNT, REfUND (CR) I PENAL TV, INTEREST I TO REMIT PAVHENTI To 'uHUt Ul. requir'.lImtt of Sletlon 2140 0' thl Inheritanct ftnd Eltate Tal\' Act, Act 21 0' 11]95. (12 P,S. Slotlon Y140). Any p.rtv In .I"hrut not ...thf.l.d with the IPpreho.ant, l11oNlnol (lr d.l..1tOWIIlOIl of dlduoUon., or ........nt of hlC (inoluding dlsoount or Inhra.tl !II thown on thh Hot1(la .u.t objl(lt wHhln ,ilCty (60) day, of rl(lalpt of thh Hotlu. ~ObjaoUon. .ay be .ad. bYI --wrltt~n prota't to the PA Depart..nt of Rlv.nu., Board of ApPlall, Dept. 281021, H~rrj,burg, PA 11123-1021, OR --alaatlny to hftvI the .attar detarMined at audit of the plrlon.1 repr..entative, OA --eppoII to the Orphan.' Court of Dauphin County, Court Hou.e, Harrl.burg, PA 17101. ~aotual Irror. dlloovlrld on thl, ........nt .hould be .ddr....d In writing tal PA Dap.rt.ent of AevenuI, Bureau of Individual 'IoKOI, ATTNI POlt AIl.8l8unt Aeview Unit, nept. 280601, H.rrhburg, PA 11128-0601 Phone (717) 787-6505. See page l of the bookl.t "Instruction. for Inherltonce TalC Aeturn for a Honralid.nt nec.d.nt" (REV-1136) for an IKPlanatlon of administratively correatablo error.. If any taK dUI J. paid within thr.a (3) 1I0nth. After thl dec.d.nt's d.ath, a di.oount of flv. p.roent (S~) of the talC paid I. allowed. A refund of a talC oradlt, whloh was not requ..ted on tho TalC Return, .ay b. rlqul.tld by cD.platlng .n"Appllcatlon for Refund of P.nnl~l\lonlll Inh."Jtanoll I!Ind Estate TalC" (REV.1313l. ^ppllcatlon. arl IlvlIilablo at the Offloe of thl RIsllter of Willi, anY of the 23 Alvlnu. District Offloe. or fro. the DIPart..nt'l 24-hour anlwerlna I.rvloll nUllb.rl for for.. oloderinlll In P.nn.ylvanla 1-800-362-2050, outside Pllnnlyl"'l!Inla and wJthAn 100al tlarrllburg area (111) 187"8094, TOOl (717) 772-2252 (dearing h1palrlld DIlly). The lS~ tllC I.nl.t~ non-pllrtloipotion penalty 1. oOMputed on the total of the ta~ and Int,re.t as.e.uedj and not paid b.fore January 18, 1996, the first day aft.r the .nd of the talC n.nl.ty periOd. Thh non.partlolplltlon penalt~ I. appealablll Ih the .a.e ~ann'r and In the the .all. ti.. p.rlod a. yOU would apPlal the tax and Int.re.t thet hat bien .......d at Indlaated on thll notloe. Intar.at I~ oharged b.o\nn!n~ with flret day ~f d_Ilnqu.no~ or nlna (9) ~~nt~1 end on~ (I) day from th~ dati of death to th_ datil of pay.ent. TalC.. which becaMe dellnq~.ent before Janu"ry 1, 1982 bear Interut at the rate 0' .11C (6%) plrcent per annUM caloulated at a dilly rate of .000164. All tax~, whlth b.ea.. delinquent on and after January I, 1982 will bear intere.t at a rat. whloh will vary frOM oalendar Ylar to oalendtir yaar with th.t rat. announo.d by the PA nepart.ent of Revlnue. The applloabl. Interalt rat.. for 1982 through 1997 arel '!!.!.!: Inter.. t Rate Dally Inter..t Faotor ~ ~~ DailY Interut raotor 1911I2 20% .000548 1987 9X .000247 1983 16% .000438 1988-1991 11% .000301 1984 11% .000301 1992 'X .000247 1985 151: .000356 199;',-1994 1% .000192 1986 10~ .000274 1995"1991 '9% .000241 --lntt"lt it oaloulalld II followlI INTEREST . BALANCE or TAX UNPAID X NUIIBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Hotlee i..u.d aft,r the talC beQo~'1 d.llnquent will refl.ot an Inter..t calculation to flfte.n (IS) daY' beyond thl date of th, a.......nt. If paY.ent II RId. aftar the Intlr..t oo~put.tlon d.t. .hown on the Hotle., additional Int.r..t aUlt b. oaloulat.d. D.taoh thl top portion of thl. Notiet and 'UbMit with your pay.ent to PA Depart.ent of R.....nu., at thl addr... shown on thl r.v.r.. tide. -Hllk. chick or Mon.y ord.r payable tal CO""ONHEALTH OF PENNSYLVANIA COMMONWfALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAxes INtll(RIUNCE UK U11JIS10M OEPT, 2806Dl ttARRlSIURQ, PA 17121-11601 NOTICE or NONRESIDENT INIIERITAt:C~ TAX APPRAISEHENT, AI.LOIIANCr. OR DISALLDHANCr. or DEDUCTIDNS, ANU ASSESSIICNT or TAX 03-24-97 KINSEY 05-13-96 99 96-0041 NDN-RESIOENT ~r~. 101 F--- ._.^~~}J~ ~!i~~d -J -L_,_____ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: PA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 CUT AI.ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECDRDS .... iIEv:siY-Er"AFji-Tiij:"97r-N'oi'i"cE "OF' iii.iN'R Es'iii ENT PINHERITANcE" TAX"APPRAISEHEWt, . AC[OWANc-E'-euC-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KINSEY ELIZABETH FILE NO. 99 96-0841 ACN 101 TAK CDHPUTATiON HETHOU ELECTED, ( ) FLAT RATE (XI PROPORTIONATE TAX RETURN HAS I ( XI ACCEPTED AS FILED () CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN }. R.al Est.t. (Schedule A) 2. stocks and Bonds I Schedule B) 3. Clos.ly Held stock/Portner.hip Inter..t (Sohadule C) 4. Hortgagas/Notes Receivable (Schedule D) Ii, Cuh/Bank n.pod t s/f'lho. Parsonlll Property <<Schadule E} 6, Jointly Owned Prop"rty (Schedule f) 7. Tr'.nshrs (SchRdule GJ 8. Totlll Aluts DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN DAVID W REMER 2331 MARKET ST CAMP HILL ESQ PA 17011 . APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fun.,..l E)(pen..s/Adll. CostslMisc. Expanse. (Sohedul. H) 10, Debts/Hortgage Liabilities/Liens (Schedule 1) 11, Tobl OeduotIons ~2. Net Value 01 Tax Return 13, CharUebb/Gov6rnlllenh1 Bequests (Sohedule J) 14. Net V.hle of Estate Subject to Tax If an assessment was issue~ previouslY, lines rl'lflect figu..p'l that inclllde thA total of M:!.. ASSESSMENT OF TAX: NOTE: 15, AMount of Lin~ 14 16, AMount of Lin~ 14 17, AMount of Line 14 18. Principel T8x r>ue TAX CREDITS: PAVHENT DATE at Spoutal r.te ial<able at Une.l/Ch.. Arab texable at Collateral/Clal' Brat. RECEIPT NUHBER DISCOUNT (') WTEREST/PEN PAID (-) 526.32 .00 08-13-96 11-14-96 AA146621 AA163048 I1J_ 121 ( 31, (41 (S) (6) (7) 75.000.00 ,00 ,00 .00 143,503.90 .00 ,00 '*0;', ;pV'./ / ... (81 * UV'III U t" U1.tll EL IZABETH DATE 03-24-97 (9) 7.601.12 (10) 1.196,57 NOTE I To in lure proper oradit to your Rocount, tubnit the upper portio" of this for. with your tax pay",.nt. 218,503,'10 (11) 8.797.69 (12) 209.706. 2l (13) .jLgL ll~l 209.706.21 14, 15 and/or 1&, 17 and 18 will rllturns aSlleul'ld to date. ll&) (16). (17) ---:"!!Q. X ,00. .00 X .06- 71,300.11 X .15- (18) ,00 .00 10,695.01 10,695,01 10 686,58 8.43 .10 8,53 Ir TOTAL DUE IS LESS TNAN 'I, NO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAV 8E DUE A RtFUND, SEE REVERSE SIDE OF TillS fDRH fOR INSTRUCTIONS. I INTEREST IS CHARGED THROUGH 04-01-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE Dr THIS FORM . IF PAID AFTER DATE INDICATED, SEe REVERSE fOR CALCULATION OF ADDITIONAL INTEReST, AIIOUNT PAID 10,000.00 160.26 TOTAL TAX CREDIT BALANCE OF TAX VUE INTEREST AND PEN. TOTAL DUE PAVHENTl n.,.ch ~ht top porUon of thh "'IoUOI and tub.1t with your ~.y..n' IIll1de payablt to the "'... andaCldr... prln,.d on thl rly.ri. .ide. 1f RESIDENT DECf.DEHT Illak. chIck or lIonlY order payable tOI REGISTER OF WILLS} A~EHT. If NON-RESIDENT DECEOl!HT Makl check or IIOnay ordllrpaY8ble tOI COMMONWEALTH OF PENNSYLVANIA. REFUND (CR11 A r.fOnd of a talC or.dlt. which WI!lI not r~quutad on the TftlC R.turn, IlIlY be requa.ted by cOIllPletln~ an "Application for Refund of P4nn.ylvanla Inheritancl end Ettmto TalC" (REV-1313>. Appl1cmtlon. are availabLe .t tn. OffiCI of tha Regl.t,r of WIll., any of thl 23 Ravenu. Olltrlot OffiCI' or froll the Dopart.ant'! Z4~hOUr IntWarlhll ....vlc. nullbart for for.1 orderlngl In Plnnsylvanla 1.800-362.'2050, outlldl P.nnsyll.lftnla bnd within local H&rrlcburg araa (717) 787-8094, TOO' (717) 772-2252 CHlaring IIIlpalr8d onlyl. REPlV Tal Qu..tlon. r.gardlng arrol" contained on this notlc' should be sddrellld tOI PA O.partMont of Rlv~nut, aurQau of IndividUal TalCI', ATTHI Po.t A.......nt Rlvl.~ Unit, n.pt. 280601. Harri.bur~, PA 17128-0601. phon. (117) 781-6505. DI$COUHT I If eny tIIlC due it paid within thrl' (3) cal.ndar .onth. after the dlcld.nt'. duth, a flv. plrolnt (Sin dhaount of thl taK paId i. allowld, PENAL TVI Th. )fl% tall: Ilmatty non-pllrtioipt'lUon panaltY it oo.puted on the total of the tall: and If\t.rut u..lted, and not Plld b.fore January 18, 1996, the fIrst day after the and of the tall: a~n..ty period. IHTEREST I Inter..t Is charg.d b.glnning with first day of llIUnqu.ncy, or "1M (9) aonths and ani (1) day *"01 th_ date of d.ath, to the d.tl of pay..nt. T611:.ti which b.~8.' d.linquent b.for~ Ja"u~ry I, 1962 bear Int.r..t at the rat, of .!l1 (6%) pora.."t p'r ~nnull cal/Jula.tod III II dlllh rntCl at ,uCl0164. 1\11 t81(0I whJeh booa.. tt.Unqu.nt on and aft.r Jlnulry I, 1982 will b.ar Int.rut at 1'1 rlllt.. whlC1h will vary 't'OIll Dabndmr y..r to oal.ndar yur with that ratl announc.d by thl PI\ n.part..nt ~f Revenue. Th. appllcabl. Int.r..t rat.. for 1982 through 1997 llIrl: Vlar Int.r..t Rat. Oally Inter~.t Factar VeDf Intlrut Rat. Dally Int.r.st Faator 1982 1.0% ,000548 1981 91, .000Z47 19&5 16:< ,000438 198~-1991 11% ,000301 1'64 11% ,OOUCl 199Z 9% .0001.47 19U IS:': .OO03!t6 1993-1994 1% ,000192 1986 10% .000274 1995-1997 9% ,000241 ~.Intlr..t 11 elJllculat.d .. fClllow'l XNTEREST . SALANCE or TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST rACTOR --An\! Notic. iI,lJ.d .ftllr UII tax b.tou. dalinquent 101111 r.U.et an Int.rut cltlculltlOfl to flU.." OS) dil~' b.yond th. d.t. of th. ft.......,.t. If pay..nt i. .Yd~ aft.r thl Int.r..t co.putatlon date .hown on t~ Notlr.., additional Int.r..t .u.t ba calr.ulat.d. \0 .~.< Vi "I(\." ~'1 r: } [it' N . . - -~ .. l' ..-.;- -....~._..,.. . . t"'\ ;1', . ..,. I '('-- , I ';.-. :....<-. ~ I roo. j ~h .~~j !Z I I :l j I ... I Ul3 ... EI ... Q wlS I ! .J I a: !Z~'" ~ 'W u... I z~~:ll ~ :0 00 \illl!Z~ fil >... i wO:l a:m "'uZ ~ > ~~ :tl ~ I I GI B w I :;) z w I > 0 w I 0 a: o ~ u.. 0 0 I I ... 8. Ci I I ~ I 0 -~ 0 llJ 0 IX: ~""lb I ~ ...... ~ IQ ::lZ Q I ... m~ ... OOE, i 0 ---6 llJ> I r- 'e <I: ... a:n. I :t (. llJ IS ... ID... m <I: llJ .~ <l:Z In I ID n. ~ -~ IJJlll 0 <I: i ll::Q II'l I t:! . N ... ... .J ~:J :%00 .J lIJ . I :J ... _lIJ Qa: rs J: ..., I Q ... > "- ::>z !I! ... ... t z lIJ <1:0 ~ :> ~ w (fl>- QZ U I g 2 z z ~ U ~ ~~ III Q ~ .. i ~ w 0 ~ ~ ~ ~ g w 0 w ~ ~ '" III I u R 0 ::I W~ z u '" mmmm I ~ I t ~ ,