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I 'OR OATIS Of DIATH AmR i 2/31/'1 CHICK HUI
INHERI1'ANCE TAX RE'fURN ~o~:=~umr'" IS CLAIMID I I
RESIDENT DECEDENT 'Ill NUMB'R
COMMON""A"" OF PENNS"'AN'A (TO BE FILED IN DUPLICATE ., I IOfYl 2/1 L1
DEPARTMENT Of REVENUE CK.. ./""1 I ",,1
"A"'SRJ:U~o~9:".060IWITH REGISTER OF WILLS) ... COllNTY CODE. YEAR.. NUMBER
DECEDENT'~ NAM~ ILAStiiisrAND MIDOLfINlTIAL) -==....:.._~.::;._.-:..;----:..........~_._-._---- m({ofNf!;(O'MPtTItA1ii)Rf~~ -----...............:..~--.-...:...:.:..-;:....
Miller, Anna M. Chur"h "r (!ud lIolTle
m foclATItcurmVNUMm- -----~--]D.\1fOfD~A.TH jDAlEOf81RItt 8.(.).1 Nll.r.t.h.. .H.'.I.I.10VtJr. St., CnrU/llo, I'A
Iil 199-07-9620 2-17.,97 4-21-13 C,"M Cumberland 170lJ
..-=- I" '''''''''ll '"''''''': ~~;~'~':'~~'_'~;"'W.M"::~':::~.J 'OC':~ ":"'Y ""M"" . ..... . . .' .. (~MOU'II",C"Vi~'IH~~,,::j'O-N:~_ ..___n_ ...
It! ~J 1. Original RelUrn [J 2, Supplemenlal Return [] 3. Remainder Return
!!i on (for dOle. of deolh prior 10 12,13.821
frllE~ [') 4, limited ellals f_140 Fulurfllnleresl Cc..mpromlso LJ 5. Federal fltate Tax Return Required
Qf'9 U_ lfor dates of dealh alter 12.12.821
i1l~[16. Decedent Died TOllate [J 7. Decedent Maintained a living Trust _ 8 'folal Numuer of Sale Deposit Balles
IAlloch copy 01 Willi . (AlIolh copy 01 TrUlII
--;. po-"" _CO- '....-r~~!.'.~'......":c,:'" " ",,, ,"
l:1!i _~.=-E.rL.!-.:. Wei~~-,,--,--Es,!,:~.~_______ M1A2R6KI~ IIEIGKLiE ANSD PERKINS
8~ TelEPHONE NllMftER: ~ast ng treet
--__.nLllL.l-J.32.,.1l81L _. u",.. ShippensbutR, ~AO 172S7..:n
.~ ) i I <Tl
1. Reol E"o'e {Schedule AI (I I ...._..__. ._m_. .__ ._.____ '.1, ,
2. Slock. ond 80ndslSchedule 8) (2) ._____.___..._,_._____..
3. Clo,ely Held Slock/Porlnershlp Inleroll (Schedule q 13) ____.__..._.__
4. Morlgag&I and Notes Receivable (Schedule D) (4 ) _______
5. Cash, Bank Doposits & Miscellaneous Personal Properly 15) __..
(Schedule EJ
6. Jointly Owned Property (Schedule ~l
7. Tronsle" {Schedule GI{Schedule LI
8. Total Gran Assets (total lines 1.71
9, Funeral hpenses, Administrative Costs, Mlscellaneoul
Expense, {Schedule HI
10. Debll, Morlgoge lIobllltle., Lien, (Schedule II
11. T 0101 Deduction. Ilolollln.. 9 & 10)
12. Net Value of estate (line 8 mlnul line III
13. Charitable and Governmental Bequests (Schedule J)
14. Nel Vol" Subject 10 Tox (Line 12 mlnUlllne 13)
15. Spousal TtrJnders Ifor dotes of dealh after 6.30.94)
See InstructIons for Applicable Percentage on Reverse (151
Side. llncllide values from Schedulo K or Schedule M,l
16. Amount of line 14 taKable 01 6% rale
{Include values from Schedule K or SchedulB M.I
17, Amounl of lIno 1 A taKable at 15% role
(Include volues from Schedule K or Schedule M.l
19. Principal tax due {Add tax from lines 15, 16 and 17.}
19, Credits Spousal Poyerly Credll Prior Payments
---'"-.-----.--. .-....---. + ---.--..-.------- + .._._-_.._~_.~ -~--~---
REV.; 500 "X -+ f7.94f
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17 J
450.00
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191
6;326.20
18 )
450.00
{IOI
(111
(12)
(131
(141
6,326.20
(5,11.16.20)
(S,876.2Ql
)(,_11
(16)
)( .06 II _
(171 .
.)( .15 II
(181
NONE - INSOLVENT
Discount
Interell
20. If Line 19 119r8ater than line 18, enter tho difference on Une 20, This h the OVERPAYMENT,
aD
(19)
{201
CIWCk. hl'l(>.if you orc n.~ uQ~Il;'g (I ,clunel of your oVl!'pnynwnt"
21. If line 181s greater than Line 19. onlor th(l difference on line 21. This Is the TAX DUE,
A. Enter the interest on Iho bcrlanco dUB on Line 21 A.
B. Enter the tolol of Une 21 ond 21A on line ;'!'B. This is the BALANCE OUE,
Make Check Pavable to: Regl.t.r ~f Will., Agent
Ii, )> )> . IE SURE.. TOAN5WIR ALI:'QUiiSTIONS'ONR-EVERSE SIDE AND TO RICHicK MAT" . -<>~...:::......---.:.~
Under penalties of perjury, I daclore thot I have eKomined this return, including occomponling schedules Clnd slalemenls, and to the best of my knQwledge and belief,
It Is true, conecl and completo. 1 declare thot all real e,Iole hos been reponed 01 Irue markot vo1ue. Declaration of preparer other than Ihe per~oncsl representatlve Is
bo.ed on 011 informotlon of which prepo,e, hO'jY knowledge.
}~~~;y';;,:~~;'~~E~p~" fNT:~;..<:~~~:i:i~~~:~li_l'l~r '...~:~,...~3~ ~~..;~n.~t~-.~~.~.~._~~:.! ~~:~ PPC~~~!.t~ ;!~
l'''''r\ c.L:..W~: -:--..----_ m~"E!xi\,...~e iE,]",-,_l26_"~. K in ~_i>..t :-,-_~ll~PJ'-':''-'~'~llr.g, J'-"_1?~~7_ J{ -'jJJ
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/2181
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SCHEDULE H l
~j~ FUNERAL EXPENSES,
COMMONWW1H (J' PlNNSYlVANIA ADMINISTRATIVE COSTS AND
IN'm:t~~Np'tll~l~\!N MISCELLANEOUS EXPENSES . _ Ploolo Print or Typo
~~*~ _____~~na_~!_ill;;_~~==~-~--'~-'~~~== __ _ __]:E NUMBER _
,1I('o'.ISI1'..I,..11
ITEM
NUMBER
~_._---
A,
B,
4.
C.
1,
2.
3.
4.
5.
6.
7.
8,
DESCRIPTION
AMOUNT
I.
Funorol Exp.nl'I'
Fogeleanger-Bricker Funeral Home
6.241. 20
1.
Admlnlltrotlvt COlli.
Per.onal Representative Commission I
Social Security Number 01 Personal Representative,
Vear Commission. paid
2.
Allorney Fee. Mark, Weigle and Perkine
75.00
3,
Family Exemption
Claimant
Addr.ss of Clalm<.nt at decedenti. death
Street Address
City ___
, State -;,_Zlp Code
Relatlon.hlp
Probate Fee.
MII~."onoouI Exponl'"
Regieter of )oIi11e, CU)l1berlan<\ County - fi1i~g 'Pi\' IneQlv'ent
Inheritance Tax Return
10.00
TOTAL (AI.o enter on line 9, Recopltulatlon)
$
6,326.20
(If more Ipace II n..d.d, Inlo" additional .h..1I of lamo lilt,)
(
COHMmlwt:AI fit III flfHNSVI VMfU
UIPAlHHt:Nf or Ill!J[NUf.
BUREAU Of' 1t4UIYIIIUAl !A)((:S
IlHIf. UlfJ601
;fAHRISIlURO, PA 111Z8'0601
rt~
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO, 7.11 /
911IB~lf9
(lIt -7.3 - 9 7
.,'('/
Ih'II.IIII" '~~I 1
EST, OF ANNA M MILLER
S,S, NO, 199-01-9620
DATE OF DEATH 02-17-91
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[j SAVINGS
!Xi CHECKIHG
[] TRUST
[J CERTrF.
WILLIAM 0 MILLER
12596 MDNGUL HILL RD
SHIPPENSBURG PA 17251
REMIT PAYMENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAUPHIN DEPOSIT BANI<' hat provided the Depart.ent with the Information titled below whloh has bAln u.ed In calCluhtlnlJ the
potlnthl talC dUI, Their r.cordl indicate that at thl alio8th of the abouI deeecllnt, YOU wlr. a joint owner/blnefiolary of this IlccQunt.
tf you 1011\h1l InforllaUon 11 Incorrect, pIli." obtain wrHten oorrlCltlon frol the finanolal Inttltutlon, attach It COpy to this forll
':If'-:l rot'.lrn It to the acovr oddrott. r~,h OCC'Hmt it tn'::Jblo in :1ccordnnca wltM tho Inhorltnr,IlC TOl: Lau!: of tho COv':lonlloalth o~ Ponn:!lh'.!'nb
Questions ~BY be answer.d by calling (111) 181~e327,
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No, 97402168 Dato 10-10-89
Establishod
Aooount aalano. 1,142,40
Parcont Taxablo X 50,000
AMount Subjoct to Tax 571.20
Tax Rata X ,06
PotonUd Tox Duo 34.27
~~ TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
A. ~The nbove Infor~otlon and t.!l)( due I. corre.::t.
I. You ~ay choOle to re_lt p8y.ent to tho Reglst.r of Will. with two cop I.. of this notice to obt~ln
e discount or a....old Inhr..t, or you msy check bo)( "A" and rllturn thh noticlI to the Register of
tHlls and tin offlolal assuSlIIent wll1 be ls&ued by the PA DepnrtmGnt 0' Re....enuo.
To Insure proper oredlt to your "ccount, two
(2) caple. of this notlc. nu.t lloco~p.!lny your
pay..nt to the RegJlt.r of Will.. Hake chock
payabh tor "RogIst"r 0' Wills, A98nt".
NOTEI !f ta)( paynent, .!Ir. nbd. within thrll.
(!) _onth. of the d.r.odent', date 0' deAth,
yOU .flY deouct 1!I 5% discount of the talC dUG,
Any Intrerlhnr,e talC dUG will bllCOlll. dollnquent
ninG (9) .onths after tho date of dllath,
[CHECK ]
ONE
BLOCK
ONLY
5, D The above 8U.t hel hllfln ur will be reported ftnd t8X Pllld with th. Ponnsylvllnlll InherJhncp 1(1)( roturn
to bo 'il~d by the dooodent'. r.pro..ntetlv..
C, 0 The llbovo Inforlllfltlon Is Incorrect llnd/or debt, and dedllctlonl wer. puld by you,
Vou ~Ult COlllplete PART ~ end/or PART ~~ b.low.
If you indic.te ~ differant tax rat., pl.asa .tate your
ral.tion.hip to decad.nt:
PART
~
IAA
LINE
KtlORN - ~UM~urAT1UN U~
1, D.to Estobllshod I
2. Account Bale~cQ 2
3. Perc.nt Taxabla 3
4. AlIlourd Gubjact to Tax 4
S. Debt. and Daduction. ~
6. AlIlount Taxabla 6
7. Tax Rata 7
8. Tax Dua II
T AX ON JUIN I i'lilUS I AC~UUN.I iI
OFNf:..~AL USE ONLY 0 AAF
PA D!lYA,1(rMEN!:i OF RE.VfitlUE
:';i.. <I _')(1,
r t ___
PART
[!]
DATE
DEBTS AND DEDUCTIONS
PAD
1
2
3
4
5
6
7
8
CLAIMED
:i-~
,
x
.
I>.)
--.
f,"')
X
~l,:;
<'.ti
UJ
t=.
TOTAL IEntftr on Lina S 01 fax Conputation)
Undar panaltia. of perjury, I daolare that the faots I
TtU~ h:Pt.: and bollof,
PAID
l
PAYEE
DESCRIPTION
AMOUNT PAID
d
.
haya raportad aboy.
HOME ('7I7J
WORK ( )
TEL~
ara true,
532
correct and
- V" Yf'
5-8'-'17
- DA T ~ '
GENERAL INFORMATION
1, FAILURE TO RESPOND WILL RESULT IH AN OFFICIAL TAl( ASSF.SSHENT with ItPpllnlllJl1 Ir1hrut hlllodOf\ Inforllllltldrl
IUbllltt,d by thl f1"I'lncIKI '''II\1tutlon.
Z. Inhlllrltllno. hll bleo... ll.llnqulnt nln. 11I011\111 "ft., thl dlcletdlnt" dill. of duth.
5. A Joint tllcaun' I. 'tftlC,ihh IVlln though thl ChUHtd8flt's Mil' WIt' IIdrhtd "" It ",,,tter IJI cO!1vlt"llnrh"
4. AOODuntt IlnoJudln, thOlI held b.tw.." hUlhrlfld "nd wil,) which the t1Acodllnt put In Joint MUI IOIlthln ont Vtar prior In
dnth or. fulh tawftbl. a. trlll1l""',
S. Account. uhtb1l1111d Jolntlv h.tw..n hu.band find witt lIIor. then one 'in( prior to duth nt. not l/tubl..
6. Acoount. hlld by II dlcld.nt "In tnllt 'or" nnoth.' or othor. lIr. '''MAbll fully.
REPORTING INSTRUCTIONS - PART
1 - TAXPAVER RESPONSE
1. ftlncK A . If thl Infor..tlon and oOMputatlan In the notlol are carrlct and deduotlon, arl not blln, clal.ed, placl In "X"
ln lIlock "A" of P.rt I of tho "hll(payer "e.pon,." '1101, lon, SI," tW.1 oorli.. and IlJbllllt th." with your ohlok for the a.ount 0'
tall to thl R.g1tter Cof Willi of thll ooynty Inrlloatld. Tho PA Dlpart"I"t nf IfIVlnUI will I..ue ...n offlolill a.......nt
(For. REV"15411 [)() upon rlcelpt of the rlturn fro. thl nlgl.ter of Will..
to BLOCK R . If thll a..lt IPlolfled on tnil notloe hftl bun or will b, rlported and tal( Ptlld with the Plnnlylvenla Inhlritanol
TalC Return filed by thl dlcodlnt'. repreuntlltlv.." plaol an 0')(" In blook "1\" of Part 1 of the "TlIl(payor Ruponll" 'Iotlon, Sign on.
COPy and return to the PA Depart..nt of Rlvlnu., Bureau of IndI...ldual Tnllll, UI"t 26D60l, ~larrIGburg, PA 11l211-0601 In the
InvIlope pro...idld.
3. BLOCK C - If the "at Ice lnfor.aHon 1t Incorreot end/or dlductlonl IIr. b.lng ClllJlllld, oh.ck blonk "c" and oOlftplete Parh 2 and 3
eooorolno to the In.truotlon. bolow. !Jlgn two oopI.. tlno .ub_it HI'" witn your onoclI 'or tn. 1I1101Jnt Of till( J.lllyllbiw to tn. klglsllIr
of WIll, of the oount'l IndlOlltld. Th. PA Dllpart...nt of Rev.nu. will luulI IIn of'lclaI a"uulnt (Forll REV-15411 EK) upon rllc.lpt
of th~ r.turn from the ~lIglatllr of Willi.
TAX RETURN - PART 2 - TAX COMPUTATION
LlN<
I. Ent.r thll dati the aooount orlolnallY waA ottabll.had or tJtlld In the m~nnlr ol(latlng at datil of dlath.
NOTEI For a dlolldent dying aft'ir lUl?/8Z1 Aooount. whloh tho dOollldlnt put In joint 1"111111 within on. (ll year of death IIrll
IIIKabl. fully a, trllloshrs. How.....r, thlllr. I' IIn lIl(oIu.ion not to uC.lld tJ,ClOO pllr trill'll fer". reQardtou of the vlllu. of
the aoool~t or the nuaber of aocount. h.ld.
If a doubllnltllrI,k (M.) appears b.forll your first nail. In the IIddrlll' portion of this notlc8, th8 t3,OOD 8Kolu.lon
alr.ady hat bien doduct.d fro. the nocount balllnclI II' rllPortld by tho financial Inltltutlon.
Z. Enter thl tot.I balance of thl aocount Inoludlng Intllre.t lIooruod to thl data of dnth.
3. The perolnt of the accoont that II tllKabl. for lIaoh ,urvivor I. d.t.relnod II' follnw'l
A. Th. p.rctnt tal(.blll 'or jol!"t lI..ets IIItablhhllnllorll than one year prior to the dec.dlmt', dllathl
I DIVIDED BV TOTAL NUMBER OF
JOINT OWNERS
EK.-pl.l A joint as,et r.glut.red
DIVIDED BV TOYAL NUHBER OF M 100 ~ PERCENT TAXABLE
SURVIVING JOINT OWNERS
in th. nalle of the d.oedent and two othllr per'on..
I DIVIDED IV 3 (JOINT OWNERS) DIVIDED BY ~ (SURVIVORS) . .167 X 100 ~ 16.7% (TAXABLE FOR EACH SURVIVOR)
B. Thl p.rclnt taKllbll for a',lIt. oreated within on8 year of the dlClldent's d.atn or aooount, ownlld by tho dllcldllnt but h.ld
In trust for IInothlr IndIvldulll(,) (tru.t bunllflcll1rle')1
I DIVIDED BV iOTAl NUMBER OF SURVIVINO JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
EIUIIlPI.l Joint account reghterod In the nlllll of the dleodent ttnd 11010 otnllr person, and "ttlbllahlld within onl year of doath by
the d.c.d.n t.
1 DlijlDED ay t (SURVIVORS) . .SO X 100 . SOX (TAXABLE FOR EACH SURVlijOR)
4, Thll aMOunt ,ubjlct to taK (11nll 4) Is dltorMined by MultlplyJng the account balllnoll (Lln. 2) by thl p.reont tallable (11ne 3).
S. Enter the total of tn" dehh ond dlductlen. J htld In Pal"t 3.
6, The alllount t.llabl. 01no 6) Jv dltllr.)ned by ,ubtrllctlng tho d..bt. and d.ductlon. (11/11 5) fro. thl ..oynt lubjOClt to hl( (11n8 4),
7. Entlr thl appropriatll till( rllt. 'lln. 7) al d.ter.ln~d blllew.
A. For dati' ef d.llth oocurrlng tlft.r 6/30/94, thll till( rllte' for transfer a to tpouse' are ., 'ollowtl
I. Oat.. 0' dellth on or aftlr 7/1/94 and b.fore 111/95 the r~tl i. 3%.
2. Dat.t 0' duth on or aftar 1/1/95 trlln.flrs te SpOUSII. 101111 b. taxlld at OX taK rlltll.
Not'l For date. of d..th prior to 7/1/94 trlln,f.r. tQ SPOUIII' are taxabll at 6%.
B. Tran,fer' to Iln.al de.condoSn" inclUding hlthllr, Mothor, lon, daughhr, grandchildrln, .on-In-law,
daughtlr-tn-ll1w, 'tepchIld erd th.lr ISlue .rll tlll(able lit ,IK pertent (6%).
C. Tra".f.r, to all oth.r, IncludinG brothor, Bilter, unclll, aunt, n.phlw and nlllc, IIr' tllKablll at flfteln plrcent (15%),
D. if )Iou ohangl thl tal( ratn, plea.. ,pllclfy your r'.latlon.hlr to thl dlc.dent In the ar.. provldltd.
8. The a.ount of taK dUI (lInl 8) Is dllterlllnld by .ultlplylng thll II1110unt tlll(ebll 1I1n. 6) by the till( rete (111"1 n.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable d.bt, end d.ductlons are dQtllrlllnlld II' 'allow':
A. You legallY arl rupon'lbl~ for fllly.ont, ar Itre flltat. lubjlCt to IIdlllnl.tratlon by a per,onlll r.pr...nt.ti.... il In.ufflc1ont
to pay thl dltductlbll Itlllll.,
a, You actually PIJd thl d.bts lifter duth of the decldlnt and Clln furnl.h Flre!)f of ptlYllllnt.
C. Debt. bllng clul_ed .u.t bll Itlllllun fully In PlIrt 3. If additional apace II n..d.d, 1.1" plllltl paper a Ill" K 11", Proof of
paYllllnt ..y b. requuted by thll PA Olpartllllnt of RllvllnulI,
c: -
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORHATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRtCT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG ~~17) 787-8327. ~ (717) 772-2252 (HEARING IHPAIRED ONLY)
/5/IS/()
BUREAU OF INDIVIDU~L TA~ES
IHflOttUHCE UK OlVISION
VErT, 1.&0601
llARIU1tiURll_ PA 1'1128<0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
~
*
NDTlCE OF lNIlERl'fANCE T~X
AVPRAISEHENT, AI.LOH~NCE OR OISAtLOH~NCE
or OEDUCTIONo. AND ASDESSHENT or TAX ON
JOINTLV IIEI,D OR TRUST ASSETS
UY.IH' IV IH tU,tll
WILLIAM D MILLER SR
12596 MONGUL HILL RD
SHIPPENSBURG PA 11257
DATE 06-16-97
ESTATE OF MILLER ANNA M
DATL'. OF DEATH 02-17-97
FILE NUMBER 21 97-0344
COUNT V CUMBERLAND
SSN/DC 199-07-9620
ACN 9711B549
E'-~,:~:~~(~~~~H;d..'.- j
MAKE CHECK PAVABLE AND REMIT PAVMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
R Eli: iS48 - EX -iiFP - i 03: 97Y- - - - - -- - ",.- - - - - - - -- - - - -., - - - - -.. - - - - - -. - - - - - - - - - - - -. - - - - - - - - - - - - - --- --- - - - - - - - - - - --
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND AS$ESSMENT OF TAX ON JOINTLV HELD OR TRUST ASSETS
_~TE 06-16-91
ESTATE OF MILLER ANNA M DATE OF DEATH 02-17-97 COUNTY CUMBERLAND
FILE NO. 21 97-0344
TAX RETURN WAS,
S.S/D,C, NO. 199-07-9620
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BANK & TR CO ACCOUNT NO,
ACN
97118549
-
9740216B
TYPE OF ACCOUNT, () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-10-89
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts end Deductions
Taxllblol Amount
Tax Rata X-
Tllx Due
1.142.40
0.500
571.20
.~O
571 ,20
.06
34,21.-
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
.ABOVE ADDRESS. MAKE CHECK
OR MONEV ORDER PAVABLE TO,
"REGISTER OF WILLS. AGENT,"
TAX CREDITS:
PAYMENT
DATE
ii5-Q9-91
RECEIPT
NUMBER
AA211281
DISCDUNT (+)
INTEREST/PEN PAID (-)
1.71
AMOUNT PAID
34,2"
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
, TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR C^LCUL~TION OF ADDITION~L INTEREST, ·
IF TDTAL DUE IS LESS THAN .1. NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YOU HAV BE DUE A REFUND,
SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS, I
35,98
1. 71CR
-----;00
---
1. 71CR
C) '"
'; " '.-: , I
tli <-
cO
Olt.:
Q;
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-
'~
L'
.
) P':. .,j, L:
G.\ [If ai
CI: [S 8
Pl/RPOSE Of'
HOTICEI
To fulfill the r.quir,..nt. of S.otlon 2140 of the lnh.rltono. and elt.t',T8lC Aot, Aot 21 Qf 1995. (72 p,',
S.ctlon 9140),
PAVMENT I
n.tlch the top portion of thh NoUcll .na ,ublllt with your paYII.nt to the RIgl.t" of WI1!iJ printed on the
rev.r.. ,Ide.
-- Hak. ch'ok or lun'Y ord.r Plyabla tal REGISTER or WILLS, AGENT.
REFUND (CR) I
A r.fund of . talC oredlt, which WI' not requI.ted on the talC r.turn, Ilay be rlque.tftd by co.pletlng In "APplJoltlon
for Refund 0' Penn.ylvanla Inheritance and E.tatl TalC" (REV-l]l]), Application. ar. avalleble It the Offlc. of
tho Regl.ter of Will., any of the Z] R.v*nu9 DI.trlct OffiCII or by oalllng the IPeelal Z~-hour anlwerlng ..rvlol
nUMber. for forlll ordering I In penn.ylvanla l~aOO-36~-20S0, outlldeP.nrllylvanla and within local
Hart'hburg .rva (717) 787-1094, TDOI (717) 772.ZZ5Z (Hearing IMpaired OnlY),
OBJECTIONS I Any plrty In Intlrllt not .Itl.fled with the appral~I~.nt, .llewlnc. or dl.allowance uf deduotlon. or ........nt
of talC (including dl.count or Interest) a. .hown on thl. Notloe Ilay obj.ct within .llCty (60) dly. of r.ceipt of
this Hotl~. bYl
--wrltt." proh"t to thtl PA D.partll.nt of R......ny., Board of APPtlh, Oapt. 281021, tlarrltb~lrg, PA 17128-1021, OR
H-.I.aUng to ha.... the llaU.r deter.ln.d .t the llIud1t of the account of the parlOnal repr...ntatlv., OR
~-ftP..eal to the Orphans' Court
ADMIN-
ISTRATIVE
CORRECTIONS I
Factual error. dl.cp....r.d on till. aSI.,o..nt .hould be addr"lld In writing to, PA D.part..nt of Revanut,
Bureau of IncUvldul1 taM.... AllNr po.t Alllltu.nt Revlaw Unit, DEPT. 280601, Harrhb...rg, PA 11128-0601
Phone (717) 787-6505. Sve reae 5 of the bookl.t "Instruction. for Inh.ritance TalC R.t...rn for. Re,Jd.nt
o.c.dent" (REV-ISOI) for an .l(planatlon of .duinl.tratlvaly correctable .rror..
DISCOUNT I
If any tal( dua 1. paid within thr.e (3) calendar ~onth, after the deoed.nt', death, a flv. plroent (5%)
discount of the tax paid h allow.d.
PENAL TV I
The 15X talC ..n~.ty nQn-partl~lpltlon p.nalty I, coaputed on the total of thl taM and Int.r..t a......d, and not
paid bafor. January la, 1996, the fir.t day aftor the .nd of the tllC alln..ty Plrlod. Thl, non-Plrtl~lpatlon
Pln.lty I' DPP..lftbl. In the a... ~annlr and In thl the .... ti.. p.rlod I. you would appeal the tlH end Int.rw.t
thet he. b.en .......d II Jndloltld orl thh notlc..
INTEREST I
Inter..t II charged b.Clinntng with flr.t day of d.lInquenoy, or nln. (9) eonth. and on. (1) day
frail the date of death, to thl date of pay".nt. TalC.' which b.OIIlI delinquent b.fore Janu.ry I, uaz
L..r Int.,..t 8t the r.t. of 111M (6lo) p.rclnt per ann.... eflleulat.d at . daUy r.t. of .000164.
All tax.. which b.e... dellnqu.nt on or aft.r January 1, 1982 will ~e.r Intare.t .t a rate which will vlry fro.
o.landar ~'.r to calendar ye.r with th.t rat. announo.d by lh. PA O.part..nt of R.v.n..... Th. applloabl.
Int.r..t rat.. for 198Z through 1997 .r.,
V.lr lnter..t Rat. Dally Internt Factor V.ar Inttrut Rat. Dally Int.r..t 'Iotor
1911 20% .0005"/1 1987 OX .000247
1981 16% .000418 1988-1991 11% .000]01
1984 11% .000101 1992 9% .000247
1985 Ul. .000356 1993-199f"t IX .000192
19'6 10% .000274 1995-1997 9% .000241
--Int.r..t Is clllculat.d .. followsl
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. l'lued .ft~r thl talC baoo... d.llnqulnt will r.fl~ot an Int.r..t c.lcul.tion to f!ft.,n (IS) deYI
b.yond the dati of tha ......II.nt. Ii p.y..nt J. 'ade .ft.r the Int.r..t oOllput'tlon d.t. lhown on the
Hotlcl, additional Int.".t .....t ba calculat.d.
C:~=.,~~~~:U~ ---
L._.~._.._._..~.___._____., ..
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUS~
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
11 IV: iS4? -iX.OIAF'ii'" (03"-97 Y-Noi'- iCE" "oF" YNHiif i f At.foE" 'TOO" x" ifpPRA'"i S E ifENi'"'," ..it i:. i.."'oWAN"'C i" efR" ............ ............
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF "AX
ANNA M FILE NO. 21 97-0344 ACN 101
APPROVED DEDUC'rIONS AND EXEMPTIONS:
6,326,20
9. "'unarlll F.xpan.../Adn, Cosls/Hisa. Expwnllall (Schedule Hl (9)
10. Dabts/Mortgage Liabilities/Lions (Sohedule I) (10) .00
11, Toto! o.duotJon. (11 l
12. N.t Value of rex Maturn (12)
15. CharUabl"IOova,'nllant.l Bequalh (Schedule J) (15)
14, Not VoIuo "f E.toto Subjoot t. To. (14)
NOTEI If an as.e..mant wa. i.sued previou.ly, lines 14, 15 and/or 16, 17 and 18
r.flect figure. that includ. the total of ~ r.turn. a......d to dat..
ASSESSMENT OF TAXI
15. Awount of line 14 .t Spou..l rat. (15)
16. A~unt of Lin. 14 taxable at lin.al/CI... A r.t. (16)
17. A.ount of Line 14 taxable .t Collat.raI/Cl... 8 r.t. (17)
11. Principal T.x D~.
6-;l-jj()
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of REVENUE
BUREAU OF INDIVIDUAL TAKfS
IHItfJIITAHCI: fA)( lllV1510U
Df::J11, lft0601
UARRISftURO, PA 11I18"G601
MOTICE OF INHERITANCE TAM
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF OF.DUCTIONS ANO ASSESSMF.NT OF TAM
JERRV A WEIGLE
MARK ET AL
126 EKING ST
SHIPPENSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBEIl
COUNTY
ACN
07-28-97
MILLtR
02-17-97
21 97-0344
CUMBERLAND
101
ESQ
PA 17257
ESTATE OF MILLER
TAM RETURN WAS, (X) ACCEPTEO AS FILED
RESERVATION CONCERNING FU'rURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. R..l E.tat. (Schedule AJ
2. Stock. Rnd Bond. (Sch_dule BJ
3. Clol.l~ Held stock/Partn.rshin Interest (Sch.dule C)
4. Kortgeg../Not.ft Receivable (Schedule 0)
S. C..h/Bank Deposits/Mlsc. Personal Prop.rty (Schedul. E)
6. JointlY Owned Prop.rt~ (Sch.dule f)
7. Tranef'rl (Schedule G)
8. Tote1 A...t61
) CHANGED
(1)
(2)
(3)
(4l
(Sl
(6l
(7l
,00
,00
Jl..!l..
,00
,00
450,00
,00
(8)
,00
,00
,00
X,OO.
X ,06.
X ,15.
Cl8)
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUI1BER
DISCOUNT (+ l
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.,~/
*'
U~'I'H II All tOl.tll
ANNA
M
DATE
07-28-97
HOTEl To insure proper
oredit to ~our eccount,
sublllU tn. upp.r Jlortion
of thh forll with your
ta)( p.y...nt.
450,00
6 .:\~6 ~1I
5,876,20-
,00
5,876, 2~-
will
,00
,00
,00
,00
,00
,00
,00
,00
. IF PAlO AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQU1RED,
IF TOTAL DUE IS REfLECTED AS A "CREDIT" ICR), YDU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,)
~T)
'-- ,~
,.
M
~I
.~
"")
'''..j
f~
p-)
~ir~
tjQ
RESERVAT1~1 E.t.'.. of 6Ioldtnt. dYlnl an or b.fnrl Deo.-blr 12,1912 -- 1f an~ future lnt.ra.t in thl a.t.t. I, tran.ferred
In poc.a..ion or ,"Jay.ent to Cl... B (collltlrll) be~flol.rll' ofthl dle.dlnt aft.r the expiration of anv a.t.ta 'ar
life or far~a.r., thl Co..onW8alth harvay axpre..ly ra..rve. the right to appral.e and a..... tran.f,r InhtrJtanol rax..
at thl lawful Clll11 B (oCrll.tlra1) ,.,,, on .ny .uoi'"! futur. Intore.t,
_Of
NOtICE!
PAVtENTI
REFUND (CR) I
OBJECTIONS:
ADHIN
ISTIl!ATIVE
CORRECTIONS.:
DISCOUNT I
PENAL TV 1
INTfREST t
To fulfJll th. requlre.antl Of S.otlon 2140 0' tha In~rll:lInCl' and ElItate Tille Aot, Ao.t 21 of 1995. 02 P,S,
Slotion 9140),
Deteoh thti top portlon of thlt Natl(l' and .u'alIH wittl your Pllty..nt to the Reghtar of WUh printlod on thl ravlrr" .Itit,
--Hah ct..ck or 1I0000'Y ord.t pa)/abl.1J t<11 REGISTER OF MILt,S, ADENT
A r.fund of a talC cr.dit, whiCh was no1: reqwut.d on the TalC Return, uy be requIsted by co.phUng an "Applloatlon
for Ref~lnd of Pennlyivanla Inher1tl'lnoe llnd ElItate T~lC" (REV~UU)' Application. aro available lilt tho Office
of the R.glttCllr of Wills, any of tha 23 R....lllnue 01ltrlot Office., or by ca11ing the 51p.c1"l 24-hour
an.warlng ..rviea nu.b.r. for for.~ ordoringl In P.nnaYlvania IMftOO~16Z-Z050, outside Plnnlyl...ania llInd
within looal HarrI.burg 8rea (711l 787-8094. TDDt (717) 112-2252 (HearinG Iapaired Only),
Any p~rty in Interelt not sati.fiod wIth the appruise.ent, allowance or dlsallowanoe of detk~tlonl, or a.....ment
of tax (includlng dhcount or lntorut) !IS shown on this Nctleo lIIUlt Object wlth\n Ilxty (61l) dllY' of fll(lelpt of
thlt NaHc. bYl
--writt.n proto.t to the PA Dapartlllllnt of Rlv.nu., Board of APPl8ls, D.pt, 231021, flarrhburg, PA H121-1011, OR
~~a1eotlon to havll the III.U.r dah".hl.d at nudit of the acoount of the p.r.ena1 rgpruon-tatlv., OR
.-aPPollll to tho Orphans' Court,
F&Ctuel error. dl.co....r.d on thJs a......ant .hould be adar..aed in wrIting tOI PA Dapart.ant of R....~I
Bur.au of Indlvldu.l T.x.., ~TTH: po.t A".II","t R....J.w Unit, nept. 280601, fl~rri'burg, rA 11128-0601
Pt\on. (117) 7&7-6505, S.. pag. 5 of the bookllt "IMtructlon. for Inhlri'tanoo TalC Rlturn fur II R.lld<<\t
Decldent" (REV.150l) far an ekplanation of ftd.Jnhtrlltlvdy car roc tab 1. onort.
If any tax due II ".id within threo (3) oal.ndar ltOnths IIft.r tho deoad.nt'. death, n fl.... po,'cont (5:0 dllla....,t of
the t.x p.id 10 allowed.
The 15:< tak aMne.ty non-p.rtIcipation penalty it lJaput.d em tho to'hll of the tax and .\nter...t aue..ed, and not
peld bafar. January 18, 19~6, the first d~y eftGr tho and of the talC aana.ty period, This non~p.rtl01p.tion
P4lf\Il ty h app8IIlIMll. In the .... .~r and In the tho I'" tI.o period .. you woold appl.~ th4l tax and Int.r..t
thalt hII. bun ......ed .. Indicatad on thh notice,
Inter..t h chargld bagJnning !<11th fItlt Uft\' of d.linquency, or nlM (~) 1I0nthl IInd one (1) d.y frOll the deta of
~th, to tha date oQ paY3ent, Take. whioh beo~ d.llnquent b.fur. January I, 1982 hl.r Int.r..t at the r.t. of
11M (6~) "rcMt pvr annUlI c.loulntod at I d11I1Y rate of ,000164, All talC.s which b.cHI de!Jnquant on and aUar
January I, 1982 wUl h.llr I"ter.lt at a rah which will VlSry frail cllIl.ndar .,..... to oal.ndar y.ar with that rlllh
1inI\OU!1CI1d by tha Pol O,pllrtllllnt of RtlvtllnuI, Tltl applloabl. l"ter"lt ratlls for 19&2 through 1991 arOl
'!.!!.r lnter..t Rate Dal1~ Int.r.st Factor :!!!r Inter..t Rata Daily tntllrlllt FII(ltor
1~8t lOX ,00054& 1981 " ,000247
1985 16;( ,0004U 19&8. 1991 11% .oon~ol
198~ 11;: ,GOOnl 19tf2 9% ,000247
1915 UX ,0001S6 1993-1994 1< ,POOI92
1'" \0< ,00(12"14 1995.1991 9< ,0aOl'.'
--In'4:,,o.t h clllc::ulelhld .. follow'l
INTEREST' BALANCE OF TAX UNPAID X NUNBER OF DAVS DELINQUENT X DAILY INTEREST FACTOR
--Any Notica lUlled aftar the talC baeC/lIle. daUnquent will ('".Haet an lnta!'..t calculation to flfte"" US) dlY'
ba~onn tha data 0'1 thtl ......II.nt. If pa~lIef\t it ando lifter tho Jnterut coaputaUon d.te .hown on iM
Notlc., addltlolllll Int.rut .u.t ~ calculated,