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Home My WebLink About97-00408 {, ~ " -- CD '6 01 . 1;; 0 \LLI Z PETITION .'OR ))ROHATJ<: lAnd GRANT 0..' LETTERS Eltate (~f..l'tl,~dlLS._Wa.rd at.WI known as ._..... _.... ... 'I .'./ No. .".....'-'..-'..._.1 To: II (iE'} _.____.._.. __... .._.... _ _ ,,__H__ I{e~islcr of Wills for the __..__"_"_~_U_''''.'_.'_ ..... ._" .._.4 /)('ce(lsed. County of __C.umber 1... nCl In the Soc/al Security No. -1~1.:'.2.B.-.QL'l.9.__,,~... COllllllonwealth or I'enn!ylvanla The petillon or the under'igned re'pr'ctrully repre,ent' that: Your petltioner('j, who i,/are 1ft YCIl" of IIge Qr older Qif1te eReeul nrR In the last will of Ihe above decedenl, daled.. september:_J I and eodlcll(s) datcd ___nia.........__...._.._____.__ named ,19-2.5- (,Uale relevant ClrClll1ullH1cC~, e.lI. renunciatlollt denth uf un:UIOf, etc.) D~endent was domiciled at death In --E.umb~r1and her . last family or principal residence at 175 Mulberry S 1ver_1P,rilliLTownsbJp (MechancJ shllrg,_PlI (II~I S\Teel, number and munclllallty) County, Pennsylvania, with DrJ VA , 7nr;r;) Decendellt,then_:(L-yearsofage,died April 16, 1997 ,19 , at 175 M_t!.lberr.'LDrn..eJ silver Sprin9-townab..ip . Except as follows. decedent did nnt marry, was nOI divorced and did not have a child born or adopted aner execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: ___ Decendent al deblo owned property wilh estimated values as follows: (If domiciled In Pu.) All personal property (If not domiciled In Pa.) Personul property In Pennsylvania (If not domiciled In Pa.) Personal property In County Value of real estate in Pennsylvania sitllate8 as follows: ____. 15 and 175 Mulberry Drive and acr"'...gA nn Mil Hu,rql nri,,~ Silver Sprin9 'I'ownshj p, ('nmh"rl A nil ('Ollllt~' WHEREFORE, pelltloner(s) respectfully request(s) the probate or the last will and codlcll(.) pre~enled herewith and the gl'ant of letters testamentary (lesllmentarYi administration c.l.a.j admInistration d.b.n.c.t...) 5150,000 $- $ $.lQQ...QOO theron. ~ L .~ ~ '"1 li! I~ tIl Edward..Jh. Wal-d ~82 frrAn Hil~~ ewv e, FA 72 1 (.') I /) ~ (/0v<!.4;,' Q c,;Y:d~/ . 7 ( ~i]~n W_ pnTrny S aron Dr .ve M~. JOY, PA 1/S5~ Beverly L. Rowe ]50 Mu1~~rrY ~r. /)fk:t'kj" hi ;rl~.IJ(A,,'u ,r '?" ,_, I /) 'I /(]2 II! ~ " . ".-e/'~'L'.<(, Q.W-Q.. Mechani~Ahl1rn. Ph 11 (}I;!; -' OATH OF PERSONAL REPRESENTATIVE COMMONWF.AtTH Of' PENNSYLV ANIA } 88 COUNTY (W __(~~r~~:~rland The "elltloner(s) above-mHlir:l r.wear(s) or affirm(~) thallhe !tatements in the foregoing petition are true and correctlolhC' best of tho' knowledge and belief of petltloner(s) and that as per~onal represen- tatlve(s) of the above deceden~ r~tilloner(sj will well and Iruly administer the estate according to law. I' ' , . " /. ,( Sworn to,>r arrlrmcd ~lr] subscribed { i^ .1'. I;.':.r f.' ';'J 'K, before 'P:/t~tiS-~---9 ~u~ of -fll/./ .;:ttJ.J ~ ' .J}:ou::~'"' '1)1(1.--;;; Ii -}f!;fjl;:" I..i.T'jl:;.~,;;..:':7".;~,~ ~ J / r l_ _ ( ReRlsler . ____"'___ 15" ~ li<?, ~ ;1 --1 <a. " 21-97-I.OH ((IIJll'Ill1l1111 ,llIlllll'lll.d Inlilil,IIi'l11 dl',Hh ,lid, Iik,J lhl' \l.lIv \'Il,d Ill'(II!Ij., (lllill' Inl jl\'llll,lIll'l1l 1111111'. \\'Ilh Illl' .1', nd, l~ III (cltil\' 111,11 [hI' irllnlllLIlI'1I1 hl'll' gin'll I~ (11111,.[1\ IOI,d f{q'.i~[J,lI. TIlt' cHill,lIlal l'I'lIilil,l!(' will hI' IOIW'Htkd III WARNING: II 19 Illegal to duplloato this copy by pholoSllIl or photogrnph. li~,t. liu- (hi" It'flllhj\l.(', ~,~,(lO flj"llo'ilii;";t/~', "'i.r"i.i."~'\.\1 ".. OJ..lr;;'.........~......'" lI~, .,v;.~ "~./ . -. "'~ ."". .~ Ie. ',j;' \ ~ J . ~_ - Ii * ~,. ",.' '''''. ~, ' .~' 'fit", \' ~...~,/ '.EN1 ~,,,,'J~' 'fJJJI/tJJJJ/JII" ~~md.iJ~Rw~ . I:J.I~ H"I'.",II.II ~ 0' 41 7 6 2 21 J.JUI<~. J s.,J'1-r~I-~ ...~_u ..... V ()Ult' Nu, IIlor.tUlllw II" . OOMMONWUA'TH OF FrNNUnVANIA' OrPAATMUNT 0' IlBA'TlI' VITA' AUOOADS OERTIFIOATE OF DEATH iW.4t-ofliCiOiiiTiJi'. Mo<1oil IUj"-----.-.---- , 8=1161' S. WIlol\P 'AlIla-..a:,...,1 UNOIA1U AI lOFlin, ......1.6i;O" '1.., r:" ,..... "'.'" hwmi~;~. -- CI,. 6-~~:04 ,WIIUliIiloIIfft ~ IIOCWMOUf~lYkilIolMR DAl'liOfnlAiWif.b;-o;;j*Z1--~'- , F mala '111 - 28 .- 019 . A rl1 16, 199'1 ", lfiir"'tCi.--"", - ...~~O'(WlllII'I...... ilQi;iW:--~..r=-;;. --. l r --.. ......1-1 I~[,I lKMfJ :t:'u ~""IXI IIRUIPI iC"v.l 1lo1."''"I'II'IC'';1!1II11 Mech. P.. f:::l"l'l NIUi\fl....~;;;......"Qi>".Ml Silver Sprin9 Twp __ Mill2f.M!i!W!l!!tl .___~.i ""II Wh ite ,L.....~'YW<<lUOilii-.~-- I~ .,..""*'*'.......1 ""'~*) .. w ~ ~Imb.rland u~etit~i1wiili<Y!'B!l!! of~:.~J;'~;~...:t'~':..l1 m.JiaJJ....Il"-~~_. - .-- llLil<llllllJi.l: .-- IlfCl-OHn ..........HOClNIlI""'... CO',"'." lWllo 1",l;~ 'DieUEH" All!""" IIfll... ou 175 MultJerry Dr. ~:'~:.. e:::'w ~:~ll~~~~~t~'i!! _PA~__~'/~~..5__ :,,~~_~j~.__U'C<lo~~' C~lber]~~.~ _ lImotl\ltl,t_. j,~r,I::~~",_ . ...___ .._ _ l"_~ ,Utll!l\"...,;WiII... ."~..q.! ]lIlOfI.n.H.Utflh.loto.UoII/o4UI<'''''1IOIf1'I1 ~oow..".-J!ilSl,*..-r;.f.".... 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OUf:rol{~t~~~l;i'~I~'411t;V ...... ............... ...... ..... .1.~.~ .----.-.-.--~- fIl!t'OIIAtio,~'cOiI;;{Ut.j';';l:lIrj '",., _, . _ ....~-----,.-_. Wl.'."'A'''0I'$~NtM1t!10f'~J~l.lHllfflOf'Dum I)AUOfl/l' Y [l6.lM IN IY '1i""""'"'''''''''"I',I'''''''. -..''''''.iW..___YOC1IMD-------- 'fRfOIlUI m IUII\Altlt "UOIlIO LI.l..'~, 1\., _I l:OUPlfl~)t-lOl'[;,;u~ ~ II OI'OlUIlI1 11.".01 ^ !""...,.. ,;".",~ [I ~.''''''Vh''ll'llll'.)' '[ , , ,"- y..! J t+.. II i-~ II '.....I..H...<Joo''"'",....1 (I mj;to,-lff~f-rAl;;.;.;.t~i"lJl~j..,.~""':oik,.;!t HI ~OCAflOfl!\>ll..r.,IW\!MIot ......q....>61.....,1 ~J:"~:~~~ft;,~~~: ,~:"..,jl.,:,,",:~'~~.:l, .~~,~=.:, ~::~I-~~.':,~~.~~~:,.,::'~'::,~:,:,::'::..:.I~..'-.-.-.--.--_. .-...-.. 8~m"unli1Mlliili~~~~;'-""- f. """"lol........'"-.........u.....w'...w...UllMiII................. ,10"" ><1 u. -~.... '_~C::::""'l=-"':;"'" ,-- ,.-- ICIHV'fUf,IHA ......f_1I11 "',(-"I, '" '~::=.~1":'~~=,~,~~~~~~~IIIJ;;~,,'~:t.';;d~'~~~.;:..I~~~~~i,r;;:.;~~~I'"fttlfol I I IIi !1J2~',~.!1(8~'~ L. II~L' 'J;~/t'/'17 IWoII AHPAOORf.,Of PfIlfo(lflWIlOG*,I~1 n~"'U";?loc~III(-' [~"I'O)'Il!'ft1l.tcJ T'- ptU-1-'i :F've,.,ri~, h. D II u __~..~.~~.~~~~__.JX'iiftbNt:J J1~t_ ._t~~ 11.J111.Jlv.I :""~:77~ m? '7"" ._ __..__~_ .... _..0/_.... ..:1.....m_....._...... . .WlOfCAlU.....'..."'CUflOfl.1II ~~':~::~~I:;lNn""uo" ',~~~ ~~~'~I~~tI.IO<.I.l..~ ~Y, D~I,'.II/n: "~~t~ ~'~r1.'~ .Ilh. U~l~..~.!.: ~~~~~., ~~~.~ ~~ ~~ ~~~.~~I,~ ... ~fiia; ~'$'iIOil:ifIJ-Ili'.tH:iNWif7-'-"~----'--'-"'" - _.__._n_ ___.._..._n_ !19;~~l''=:!.~OL.~~g&V~!LLLr- - .. LAST WILL AND TESTAMENT OF ALMEDA S. WARD I, ALMEDA S. WARD, of 175 Mulberry Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. ITEM I I hereby direct my hereinafter named Personal Representative to pay all of my just debts, funeral expenses, and estate and inheritance taxes as soon after my death as may be found convenient. I further direct that my Personal Representative pay all estate, inheritance and other death taxes as expenses of the administration of my estate with respect to property constituting my gross estate for death tax purposes, whether or not such property passes under this Will. ITEM II - I give and devise my real property to my daughters as follows: A. To my daughter, MARILYN W. POMROY, the property known as 175 Mulberry Drive, Silver Spring Township, Cumberland County, Pennsylvania, which is on the south side of Mulberry Drive and which was acquired from Kaufman. B. To my daughter, BEVERLY L. ROWE, the balance of the real property on the south side of Mulberry Drive, which is east of Page One of Five the eastern boundary of the property at 175 Mulberry Drive and consists of the remainder of the Matthews tract and the house and accompanying out buildings known as 150 Mulberry Drive (that part of Lot No.1 on Plan Book 69, page 126 which is on the south side of Mulberry Drive). C. To my daughter, BEVERLY L. ROWE, the shed on the north side of Mulberry Drive and so much of the real property surrounding the shed so that the total value of the real property given and devised to her shall be equal to the value of the real property given and devised to Marilyn W. Pomroy. It is my intent that my daughters receive real property of equal value. My Executors are directed to subdivide such of my tracts of real estate as are necessary to make the within devises of real estate to my daughters. p. If, after execution of this Will, I convey as a gift any of my real property to my daughters, any such conveyances shall be considered as partial or whole satisfaction, as the case might be, of the devises of real property set forth in this item, valued as of the date of conveyance. E. The balance of my real property on the north side of Mulberry Drive shall be sold or divided between my two daughters, at the discretion of my executors. ITEM III - All the rest, residue and remainder of my estate, whether real, personal or mixed of whatsoever nature and kind and Page Two of Five .~, ("I (" ~ .~... PIJRttOSE Of' NOTICE. To fulfill the requI rHOnttof Seotlon 2140 of t.,. Inheritanoe end E.t.t. Taw "ot, Aot 21 of 1"1. OtP,SI. SootJon tUG), ~AVHEN' I DfIt"h tM top porUon of thh HoUoe and flI"bIllt with vour PCIIYlllant to the Reghter of Will' printed on the rl"lr.. .lde. ~.. "tlte chiMIk or IIOMY order pavt\bie tOI REGISTER Of WILLS, AGENT, REFUHD (CR): A rlfund of .. tax oredlt, which Will not raqu..ted on the tbJol r.tu,,", IlIV be r.quutld by cot!PieUnl an "Applloetlon for R.fund 0' PenngylvBnla Inharitano. IInd Estah T8)(" (REV~1313), AppJl(lationll are availabllil at thl Of,loe of tM Reahtf;r of Wllh, any of th. 13 R.\laflUI Distriot Office. or by calling the IIpllcJal Z4-hour Mm.ering ..,.\1100 nu.b.rt for for.. orderlngl In PennlYlvania 1.800~~6l-?OSO, outlld. PennsYlvania and within l~aJ liarrl.bur; 8r.... (717) 787.8094, Hm. <717J 77?~ZZ52 (Hellrlng IlIPl!Ilred OnlY). OtJECT1OHSl Any plrty In intera.t not lati.fl.d with the appral....nt, allowanc' or disallowance of deduction. or as..,...nt of taJol (includln~ dl~count or lntorelt) 9~ 5hown on thl. Hotlce .&'1 6bject withIn sl~tv (60) day' of rlcalpt of this Hotlu bYI ~~"r1ttan protut to th. PA nepnrtlltr\t of Rovenue. Board of App..h. nApt. Z810l1, ~llirhburg, PA 1712:a-~0?1, OR "-ehctlng to have the ~fttUi detarlldnod at the audit of the I!ICCoWlt of th4i perlonal repr...ntatlve, OR happ..l to the Orph"n.' Court ADttlH4 lSlRATIYE CORRECnONSI Factual errorll dhcoverlild on this ~lIllSlIllMt should be nddresud In writing tOI PA nepart_ant af Rev.nua, Buraau af Individual Ta)(.., flTTNI Post Auu...nt R.vlltlol Unit, DEPr, Z80601, tlarrl'bui\1', flA 1712&,,0601 Phone (717) 7&7-6S0S. s~ pege ~ of the bookl.t "In.tructJon. for Inherltnnoa TaJol Return for e R..ld,"t n.cCldant" (REV-IS01) for an ,*Jolphnatlofl of adIlinhtratlvoh correclable error.. DISCOUNT I If anlt tax due it p"ill wJthln throll (3) cR11IlKhu' ItOnth. Rfter the decedent', death, a -Ji\le percent (S;O dhcount of the lax pl\id 11 lI11o~ed, PENAL TV 1 The IS:': h)( a,",uty non~Pftrticlpatlol'l penalty 11 ccltputad on the total of the tax and Inte"l!t aU.lIIltd, and not paid b.fore Jal'tUlry IB, 19416, tha Hrlt day tlfter the and of thtl tall Mlnelit" period. This non-parti<:lpaUon pen.lty I. app.alable In the sa.. aftnn.r and In the th. .... tl.. parlod a. you would appeal the taJol end intere.t that ha. ba.n .......d as Indlclltlild on this notlc~. INTEREST 1 Interut It charged baginrtJng with flrlt (1I.1Y of dellnquancy, or nln. (9) IIIOnUn and 000 (1) day frail the date of da.th, to th" date of plly"ent. TaMe. which bIIc~ dellnqUWIt before January I, 198Z bellr lnt.rw.t at tha r!lt. of .Ix 16%) perceilt p.r annu. calculated at 1II dally "lite of .000164. "11 ta)(tIl. which b.CHtIl. d.1inquerlt on or after Janulllr~ 1, 198Z .,111 baer Inte"..t at a rllh i>ohich will vary frCMI oal.ndar y.ar to oalendar ynr with that rat_ announced by tha flA Dlt9art..t1t of R.venu.. Th. li1'pl1cabl. Int.r.,t rahs for 1ge1 through 1998 ar'.l Vnr Jnt.rut Rllt. ~allY tnt.rut FactDr V.ar Inhrut Rate Dlil') lnterut Factor 1982 ZO;: .00051;8 1987 " .OOOZ47 1913 16iC .000458 198&.19'1 11% .000301 1.84 1)% .0OO!HH 19~Z .~ .000Z47 I'U 15iC ,OOO3S6 191H-1994 " .0oolC'Z 1986 10% .01l027" 1-99S~1.998 " .000247 uInhrut is calculated .. followl: INTEREST . 8A~ANCE OF TAK UNPAID X NU~BER OF DAYS DE~INQUENT K DAI~Y INTEREST FACTOR ~.Any Matie. luu.ct aftar' the tall bteD.'" delinquent will raUaot .... Int.rut calcullltlon to flfte," (15) day. blyond th. datI of the ....n..nt. XI peyeant It aade after tt\. interut co.putiL!ltlon datil shown on the Notica, additional -interollt ItUlt bIB oeloulahd. , \, '0 It) ttJiJ ,"",-" CQ f? rq~ 'II EiJlj ~Jr a: f:::J ~ ~ r:) ,~\ _llI' NOTICE I ni . ..) dd To fulfill thl r~lr...ntl of Stctlon 2140 of'the Inheritance and ~Itate ,ex Act; Act 21 of 1995. (12P.8. Section 9140), PAYMENT I Detach ttM top portion of thh HoUoe and lubIIlt with ~our P.~lMOt to tt. RIghter of W11l1 printed ~ the rever.e 11eM. n "-k.. aMok or IICIM~ order p.~able tOI REOISTf.R OF WII.lS, AOE"T. REf'lfttD (CRJI A f$fund of II tax credit, which W.I not r~quGlt.d on the tax return, a.y be requested by c~l.tlng ~ ~Appl10.tlon for Refund of Pennlylvanla IfUMrltance end Estate To~" (REV-l~11). ApPl1c8tlons ure ayall.cla at the Offi08 of tM Regllter M Wl118, ...wof tho l3 Revanull Dhtrlot Offices Of' hy eftlllng the speelal 24-hour an.wetring s.r"l~ ~rl fur forl/s ordering I In PannsYlvDnl. 1-1100-162-2050, outsld" Pennsylvanlt, and within looal ."rrlsburg arGf! (717) 787-&094, TDDI (717) 772~2:!5Z (He81'lng IaPfllr.d Only). OIJECTlONSI Any party In Interut not uthft",d with tho apprahellont. allowance or d.lsttllowttllCe of detJw::t1ons or a...II....nt at tax <lnoludlng dlsoClUnt or Intorost> AS shown on tllh Notioo lIIay objeot within shety (60) daY'. of tK81pt of this Notice bYl ~wwrJtten protlfSt to tho flA Oepert.on1 of Revenue, Board of Appeals, l)ept. 2IUOZl, Unrrhburg, PA 1712ft-1021, OR --electing to have tho .otter deter.loed nt the Qudlt of thll ~ccount of the parflonel r6lprasantatlv., OR -wopf)eal tu the Orphan,' Court ADHIN~ ISTAA lIVE CORRfCTIOffSI Faotual .rrorR discovered on this 8ssesnent should be eddr.st\ed in Nr Itlng tOI PA DopartHOt uf R6Ivanue. Bureau of Individuai Taxli\$, Anti: PO$t ASS05S118I\t Roview Unit, DEPT. 2110601, Harrisbtlro. PA 171Z11-0601 Phone (717) 7117-6!i05, Soil pagD & of tho booklot "Instructions for lnherltftfloo Tex Rotur" for II Resh.ent o.c.dtlnt" (REV-IS0lJ for an ftKPlanatlon of tu..Inhtrfltlvely correotabh errors. DISCOUNT I If any taK due is p8id within threo (3) calendar lIonths after tt,e deooaderd:'s daflth, A fly. peroent (5:0 dlloount of the tax paid Is nlloW8d. ''ENALTYI The 151: t.x .....ty non-'paftlolpflUon pent!llty h oOllputed on the total of tho tox and In~llr.st anoned, and not paid before Jenuary 18, 1996, the fir.t dtty afte. the end of the tax uoe$lb period. Thh non-pllrtl<:ipaUon panalh Is appeallable ifl thlil 118110 IIlInner and In ~h. tho SMO ti.e period till you would ~p..l the tal< and lntere.t that h.. bean auwsf-ed a. indicated on thls notice. INTEREST 1 Inte,'est is charged beginning wUh first dRY of delinquency, or nll1fl (9) IIOnths and ono (1) day frost the date of dellth, to ti\Q dnte of paYlllfmt. TaKes Which baC_8 delinquent before January 1, 1982 besr interest ~t thfl! rate of six (6%) pfJrcent par annlNll calculatad at . dally rat. of .000164. All taHes which baoue deUnqmmt on or after Jlmullr,'1 1, IY82 wIll bel!lr ,intefut at 8 rnte whioh will vary frOll eltlendar year to CBl.,~r year with thBt rato announoed by tho PA IHtpartunt of Rovmue. lhe appl.Iaatrle interest r.t.'11 far 19!2 through 1995 are I V.., Interest Rllt. Dally Interost Faotor '1'881' Inter..t Rate Dally Interest Factor --- '-- 1982 20X .000!t46 1987 9% .000247 1983 16X .000438 1988~11J91 11% .000301 ..... 11% ,000301 '99' 9% .000247 1985 ll% .OD0356 191J3-1994 7% .000192 '''6 10% .000274 199&-1996 9% .000247 --Interest II calculated .. follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notloe luu~ after tho till< beCOII... dolinlluent will roUGct an lntere.t call'luiatJon to flftnan CIS) days beyond the dlte of the .u,.ulHlnt. If paYlllGJ\t Js ..de afte!' thll Inter.llt co.putatJon dah shown on the NoUce, eddlUonnl Interest eust be ol'.lloull'lted. 'Ci ~'t:l _l" ,... \Q !?! ~ ~ ~ ~~ ;,) iL; tJ; p ',~:, c) 'th && PlJRI'(lStDl' MOnte I T. fulllll tho ....I....n'. .1 SoD,lon ZI'O .1 'hO Inhe.lt.... ond E.,.,. T.. Ao', A.t ZI .1 1996. 172P,S, Section 91ltO). '1) i13 d~ PAvttEMT I Dot'" ... '" po.Uon .1 <hI. ,.,Uo. """ ._1' .lth yOIl' p,_, t. 'hO .0810'.' .1 Rill' p.ln,ed on tho rsv.r14 .ide. __ ~. cheOk or IIOMV ordtlf paveble tOI Rf:,OISTfR Of WILLS, AGENT. A ..t<'" .1 . t.. .,..It. ""I,h ... no' ...."....d ." 'hO tox ro'"'''' .., .. roqUo.t.. bY ,_,.tI"" an "AppU..tlon Ie. ..Iund .1 p,"".,I.onl. 1.....lton'. .nd E.,.t. T.." (.~V-I"". A..II,.tlon. ... ...I,.bl' .' 'hO 0111" el thO ...1.,., el Rills. ony DI ,ho Z3 ....""" Ol.trl.' Off I... 1>' b, 00111"" tho ....1.' 14-hoU' ""....rI"" ....1.. _..,. I.' for.' ord.rI".' I" P.""..,.."I. 1_.00.'6Z-1050. ."tsld. .."".yl.""I. ""d .I.hll> '00.1 ttarrhburg flr88 (1171 '/67-8094, TOO' (711) 772~2ZS? Otandng I_paired Only). REfUKD (tliD t OUECTl0ll5' An, por" I" I"'.'''' "D' ..Udl.d .lth ,h. ..p,.I...."t, .ltD.''''. 0' dl..lID.'no. Df ""d"DUon. or ......"""t Df ... (tno'udlnll dl'D.unt or Int....1l .. .hoW" ." this HDU'. .., .b)"t .lthl" .1." ..OJ ..... Df ,...1,. .f thh HoHo. bYl --.rI ".n pmt..t t. the .. D..."..nt .f ....n".. ...,d .1 .pp..... D.Pt. ,.1OZI. H."""'''.' .A I1IZ.-1OZI. OR ...,..U"" tD h... .h. ....., dD...olnod ., .ho .""It .1 tho ....unt DI tho p."."nl ,.p,...nt.tI... OR _.'appHl to t1w orphans' Court ADtUH- l$TRATIVE tORREf.:TIOMSI h,t..,l ."D" dl..D....d on thlo ........n' ...."lel b. .dd'...." In ",ltlng tOl .. ..port.."t Df .."...... .",..... of Indlvld".1 T."", .nH' .o.t ........nt ..vl.. Unit. DEPT, 280.01. H"d.""'.... I1IZ.-06" Ph""" (717) 707'6"5, S.D .... , DI thO bno...t "I".\ru,UDn, for I"h.rlt.n,. T.. .."''" fo. . .001-' ~(I'"'-"t.. (REV-I50!) for an I\l<planflHClr\ of adtlinhtraUvolv corrocteb19 errorS, If .n' to. cloo is p.ld w"hlll thro' L<l ,,'e,,".' .ont'" ...., .h. d...".nt'. ,,,,.th. . "'" ..ro.n' (5~1 di.oount of the tex paid is allowed. ThO lS~ t.. _00" "o,,_p."ld..llo11 p.IID'" 10 D...ut." on tho tDtD' of th. .., """ In..,..t ......... .... net p.I" .,f". J_'" 18. I.... tho "cot "oY ..... 'h. .n" .f .h. .., e.n.,t, perlDd. Thl. "on_por.lolp.tlon .......'" I. .....'..1. In tho .... .."", .n" In tho tM .... tI.. ..rlnd .. ,'1\ ,",uld .....1 thO to. """ I"t....t that has bHn .....uad lloS indlr.otad 0,"'\ this noUCfl. Intor'" " .h"..d "ginning .lth "co, "OY .f cIolln.u.n.,. " nl". 191 onntho ond Dna (1) doy f,oo tho ...t. .f do.th. tD tho dot. DI p.,..n'. T.... ""Ioh ,...... ""lIn,...nt b.lo'. Januory 1. I.e' ..., I"t....t ., thO rot. .f .h (6:0 p.ro.nt p.' "","" oo,.",...d .. . d.\1, rot. .f .000164. AU'.'" ""I,h ..,.... cIoll""...nt .n " .ft., J.n"orY I. "" .U' ..., ,,,tor..t .. . ,.t. ",,'.h .111 .or, f," oo'.ndo' ,.or t. ..'.ndo' y... .lth th.' rot. .nn."",.d b, tho .. D'P.,t.."t DI ......... Tho _11...1. lnt.ra.t rllot.. for 1'1(;2 through 1996 llor.: ~ lnterast Rllotll ~llollV INtarest Fflotor ValloI' Interellt "lite Dallv Intlire.t factor 19B2 201. ,00054& 1'187 91. .0007.47 1961 16% ,00C/418 1968-1'JlJl 111. .000301 1984 llY. .00UOl 1'l'11 9Y. ,000Z47 1985 131. .000356 1993-1994 1f. ,OOOl'lZ I'" 10Y. .000214 1?9S..1998 91. .onOZ47 .-1nt.r..t it calculated ill follows 1 INfERtBf c BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTERtBT FACTOR --A", H.tl.. I..".d .ft., th. t., ....... d.II"...."t .111 ,.fl..t an In.....t .01.u,..I.11 to flft.." (151 doY' boyond ,h. dot. .f 'h. ........"t. If P.y...,t ,. ..'" .ft., tho I"t....t ...p"t.tlon do'. .hDWO '1' tho Kotlollr lloddltlooe1 lnt.~.'t au,t be oel~ulllot.d, DIGCOUNll flENAlT'/l IH1ERESTI .~ OllI ':I:;~ r-- 1{;1 N 11: si!5 C1 , o ~J , L'- ~ :j ~ .~ ~a '.i' I.' l-' '<OJ (; ,i) 'j ()J aJex: ex: ........ Of NOTlCEI To fulfIll t~ requlr...ntl of Seotlon 21400. the Inheritance and E,tftt. ~.x AQt, Aot21 ~f 1995. (72 p.t. hoBon 91401. PAYHfmt o.tMh tn. top purtlon of thh HoUQ9 and loo.1t whh your paynnt to the Retht.r of Wills prillttd un the rever.. side. -- Kaka ~~ or .onev order p.Vable tOl REGISTER Of WIllS, AGENT. REfLIHD (CRh ^ rofood of . till( credit. which "al not requa.ted Gn th9 tal( return, ..y be roqutltlted by c08!PlItlng 1m ".ppUo.Uon for Refund of Pennsylvania Inh41rHnoc:. and Eltat. Tal(" IREV..1313L Applioation, IU"1Il 8:vQl1abh at the Office of the Reolatllr of Wills, any of the Z3 Ravenue Dlstriot OfflcQS or by oalllng thto SpeC181 24-hour Ilnllftrlng ..r..,lo. ~rl for fores orderlngl In Pennsylvbnla 1-800-162-2050, outside Pennsylvania and within 10cel Hel'rlsburo ar8a (717) 781~6094, TDllt (7171 772~2252 (Hearing I.paired Only). OIJECTlOHS, Any J'larty In Inter..!!t not satisfled with t.he appruhllllent, "l1owanoll or dhallowancfl of doducUons or au.....nt of 'l:ux (including dhcount or interest) os ..hown on this Notico .ay ObjAct within sh:ty (60) dllY' of receipt of Uds Notic.. by: nWiHten probst to thtl p~ Jl.pnrtMont of Rav.nuQ, "'oftrd of Appeals, Oupt. 281021, Harrisburg, flll 1712:8-1021~ OR --GlecU"", to hav" the MattaI' deteraln-'lId at the l'IutJit of the Recount of tI'I$ parsonol rupruenhtive, OR --DPJWlll1 to thll Orphmu' Court AnHIH- ISTRATXVE CORRECTIONS: Faotual orrors dhcovnred on thls ftssllssaQnt Bhoulcl b" nddrollud in writing tOI IIA Depart.ent of Revenue, Rurnu of Indiv!dual Taxu, ATTN: Post Assessmmt fhlViow Hnlt, DEPT, 2110601, HarrhburA, PA 17128-0601 '~OIlG (717) 781-6S05. Seo paOli S of tho booklet "Instructions for Inherlhnce Tal< Retul'fl for a Residant bece~nt.. (REV-1S01) for 8n explanation of adllinistrotJvuly corruotau18 erTors. DISCOUNT I If any tax due is paid within three (31 celandar lIunths aftGr thQ deofldent'lI dG8th, a fJV61 pllrlllttlt (5:0 dhllt'loot of the tal< paid is allowed, PENAL TVl The ISX tax MIflulty non-parUcdpntion PflMlty is cOllpuhd (In the total of ttw tal< and interest alfllilued, ~ not paid bafora Jallt.lsn' It'., 1996, the Hrst d6y flHQr tho God of the tal< 8Illnuty parJod. Thh non-partloJpetJon pa,..lty 15 IIPJMlulBble In tho suu lianneI' and in the the sall8 Uae parllld os YClU would appeal tllD tax "nd lntered thai: ha. b4Htn ftulilued as Indlcatllld on this notiCCl. INTEREST I Intere.t Ie C1harQ4td bGlIinnJng with flrst day of do1inquenoy, or nine (9) Months Ilnd one (1) dllY fr()ll the dele of dallth, to the dflte of paYlOent, Texes which becHe deUnquent be'fo,'. January 1, 1982 ~ar Intorest at tho ,ate of six (6%) percent pGr annUM caloulateJ at a dally rate of ,000164, All t"x_s Mhloh bee8lle del1nqu0nt on fir after January 1, 1932 will bitar lnterest at a rate whlch .,111 vary frl)ll calandar yel.'lr to oalendnr yell I' with that rato anoo\lnclld by th" PA lIepa,'toot of RevellUQ, The .pplh:able Jnttirest rates fnr 198? thrt~h 1998 are: V.ar Interallt Rate Doily Intereflt f8ctor Veal' Interest Rnte Dally Intal'est Faotor 19&2 20% .000541\ 1981 9% .000247 19113 16% .000418 1988-1991 11% .000301 \'64 11% .OO03fl1 1992 9% .000247 19115 13% .000356 1993-1994 7% .000192 1986 10% .OOO?74 1995-1998 ." .000247 ., fi-Interast Ie cftlculftted ., fOllbwsl INTERIllIT = BALARCE or UK UNPAID X RUHBER or DAYS DEI,IRQUENT X DAILY INTI'JlEST FACTOR --Any Notica !lIued uHar tho taK beco.lIS deUnquent will r'efleet an Int.rilSt c,aloull'lUon to flftHO (5) dev' beY(lnd the date of the 8I1e5l..nt. If pa..,atmt is .adfl aftel' the 1llhr.st oOllpuhtlon date ahown on tt. NoUo., uddlHonnJ ~nt.r.at .Wit be oalculnt.tJ. _Of NOTlCEI PAvtlEKTl REFUID (CR) I '0 C) ~.~ Ji1 N t.) .. --,) ,;; Ii: C~ , ~ ('" ' '1) 'l) ~ '1 c; ,A ~d IS r)) &l ~) ~ ~~ 0::0: To fuUll1 the r~lr....,h of s.otlon 2140 of thti Inherlhno. .net Eltat. Tel< Aat, Aat 21 of 1"&. C72 P.S. SeaUon 9140>. DetlKlh the top portion of thl, HoUe' Ind loo.lt Mlth ~our peYllMlt to tIM Rqhhr of NUh printed on the rewrl. dde. -~ ..... check 0'" IIOMY ordtlr p.yM>>l. tOI REGISTER Of' WILLS, ADENT. A nfmd of . taM credit, which .,.. not r~.ted (In tht hK return, HY H requelltlld by QOIIPhUnsI ., "Applioation for R.fund of ~Iylvanl. Inheritance IIOd ~.tet. Tex" (REV~1513)' Appl1Of1tJon. .re lvaHabi. .t tM OffiCI' of tM R18ht.r of Wills, .oy of the ??i R.....nue Phtrlot Offlc.. or by ClIUlhCl the 1P*0181 2it"h\)Ur an....rlng .ervloe ~r. for for.. or~tlnClI In PlnnlylvlOl. 1..eOO~562w2050, out. Ida Penn.vlvanta ~ within lonel tNrrhburu arelll (717) 781-80914, TOOl (7111 '172"2252 (Heerlng IIlPBJr8d Onb), OIJECTJOHS, Any petty In lnhr..t not ..thfl.d with the appnllltlHtOt, aUowenoe or dhaUowanoo of dadootlon. or ........"t of ta~ (Including dl.count cr Intere.t) .. .hown on thl. Hotlf.e ..y Objtct within DiMty (60) day, of reclipt of thll Notloe bYl ~-wrltten protl.t to the PI. Depart.ent of Revenue, Board of ~.I., OIpt. 1.810Z1, Hlrrl.bUrg, PI. 17128~10Zl, OR uelectlng to hav. tho aatter deteralned at tM ltUdlt OT the ltOoount tlf thaptlr.ontIl raprl.entatlve, OR ~-~81 to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS I DISCOUNT I PENALTY I INTEREST ~ Factual .rrors dl.cover.d on thl. ......-ent .hould ~ addr....d In writing tOI PI. Dapart8lOt of R.venue, Buroeu of IndividUal TaM.', ATTH: Po.t A......ant Ravlew Unit, DEPT. Z806nl, Harrl.burg, 'PI. 17128-0601 Phone (717) 787-6505. s.. page 5 of the bookl.t "In.tructlons for Inheritance TaM R.turn for a R..ldant Deo~t" (REY-lSOll for an axplenllltlon of ..1nhtraUvalY correctable .rror.. If any taM dlHf II ~.Id tllthln thr.e (3) oal.ndltr aooth. aft.r the dlcadlnt'. death, II fiva perunt (5:<) discount of the t.~ paid I. al10Ned. Tht ISle hx ~.ty non-partlclpatlon panalty is COIlpUted on the tC)t.1 of ttM tax Wld Inter..t .....nd, end not paid b4tfore JJnuery 18, 1996, the tirst day efhr the .nd of the tox ~.ty ,.rlod. This non~p.rtlolplItlon f*lIltV h .",.allbll in the .ue .annllr and In the the l'i)IMI UH per 'od .. you wouid apfMI81 the t8M ... Interalt that hat Hwl 8..1..M! a. Indlcat~ on this noUc.. Inta"..t It chtlrDtd "alnnlng bllth flr.t day of dfllllnqtMncy, or nlna (9) ~th. MMi one (1) hY frOll the dIIte of cklath, to the date of pay..nt. hx.. which bee.... dlUnquant baforl Jenuar::;o 1, 198Z ~r Interelt at the rate of .lK (6~) peroent per ~ calculatld at a dally rate of .000164. All tlMel which bae... dellnqulnt on ur uft81' January 1, 1982 will baar Inter.lt .t . rata whioh will vary frGl OllCtOder lI"81' to c.l~.r Ylar with that rate IJf'If'lOUnc8d by tho PI. Depart.."t of R.v8l'lUll. The applJo.a.le Intlralt rata. fcr lY82 through 1993 arel ~ Inter..t Rate Dally Intlr..t factor Vlar Inter..t Rnte Dally Interut FlKltor -- 1932 lOX .00DYta 1987 9% .OOOZU 19&3 16% .00(14]8 1968-1991 11% .000501 1934 11% .Ob0301 19'92 '1% .0001.47 1985 13% .000556 1993-1994 7% .00019Z 1936 IOi: .000274 1995~19'18 "% .000247 --lnter'lt i. calculat.d a. follON.1 INTEREST * BALANCE OF TAK UNPAID X HUnKER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~-Anv Notice iI.lMd after the tax beOotllll dollnquant will l'.fllot In Int.re.t caloulatlon to flftaan USl .YI beyond the dati cf thl aueuunt. If ptl~"nt is .Me after the Interut cOlIPutation data ttKlM'l on the Hotice, addltlOfllll lntlr..t au.t bl calculated, '01.." .D ~;! ],:'" (;) f)J ,).., ~;t I) tit III o -'ii [j ;"j' o ~, Q <1> ct!o: ;,i " .0 ~d To fulfill the requJr..-ntl of Stotton 2140 of SeCltJon 9140), ~ ~ ~ , f'') ) ! ','1 _Of NOTICE I the InherltlnGe tnd Elt,to 'IX Aot, Act 21 of 1995. (72 P.I. PAYfPlEMTI o.tltOh the top portion of thit NOtlO4l MKf tubIIlt with your PIYHOt to the Regllt.r of WIll. printed on the r."or.. tide. u Kek. ~ or 110M)' or.r Plyllbll tOI REGISTER OF WILLS, Age,NT. REFlItD (eRll " refund of . tlX credit, whloh "',. not requested on ttM hx r.turn, uy bt requelted by cOllP1etlng en "AppllcaUon for Refund of PtnnlY!vllf'lle Inheritanct and Elt..t, Tax" (REY-U1Sl. ApplJOlltJonl Ir. .vaUBble at ttw OffiCII of the Retllt.r of Willi, 10)' of the 2~ Revlnue Dl.trlot O"lc,. or by 01111ng t~ special 24-hour Inlwerlno ..rvlce ~ro for for.. orderlnQl In Penn'Ylvanla 1-800-562-2050, out.Jdt PlnnlYlvenl. end within 100.1 Herriaburll ar.. (717J 187-8094, TOOl (717) 772-2252 (Hledng I.palred DnlY'). OBJECTIONS, Any party In Intar..t not .atl.flud Nlth t~ eppr.i....nt, a110wanc. or dl..llOMance of deduotlons or ......-ent of tax (Including discount or int.ra.t) a. .hoMo on thl. Notlco "Y obj.ot within .Ixty (60) day, of receipt of this Notlctl bYI -~Nrltten protest to thll PA D.part.."t of Rav~, Board of Appeals, Dept. 281021, Hlrrhburg, PA 17128"1021, OR ualltCtlng to have the .att.r detar.IMd at the audit of the aqcount of the per.onel rapra..ntaUv., OR uepp4tal to the Orphan.' Court ADHIH- JS!RATIYE CORRECTIONS , Factual .1'1'01" dlsoo.....r.d on this ......'""'t .hould b. .dd".....;t In writing tOI PA DIPlrt..nt of R.venue, Bur.au of Indlvldu81 Tax.., ATTNl Po.t A.......nt R.Vlew unit, DEPT, 280601, Harrl.burg, PA 17128-0601 Phonft (717) 787"6505, Se. PIStIl 5 of the bookl.t "In.truCltlon. for Inherltanca Tax Roturn for I R..ldent De<edent" (REV-IS01> for en explanatIon of ~Inl.tr.tlv.ly ~orr.otablll .1'1'01". DISCotIfTI If any tex dull I. peld within thr.. (3) oal.ndar ~nth. eft.r the dI~lldent'. death, D five p.roent (S~) dhaount of the tl!lX paid It ,I1OMed, PENALTY I The 15~ tax .-ne.ty non-partlolpatlon penalty I. o~puted on the total of thft tax and Int.r..t ......ed, end not paid before January 18, 1996, the flrnt day aft.r the and of the tax .....ty periOd. Thh non-perUolplUon ~lty Js tlPP8alebll In the MIMI .anner BOd In the the ..... tI.. pflrJod a' you would appeal the tax BOd Inter..t th8t ha. be.n ....'I*d a. Indloated on this notloe, ImltESTl Int.r..t Is oharged balllnning with fir.t dllY of dellnquancy, or niM (I)) aonthli end one (I) day 11'01 ttMl det. of d..th. to the date of pa)'.ent. lax.. which bee... delinquent bafore January 1, 1912 bu" inter..t at the ratll of .Ix (6;D percent per annua oalculated at II daHy rat. of .000164. All te"ea which beo... delinquent on or after January I, 198? will bear inter..t at II rate which will very fr~ calendar yeer t~ oalendar y.ar with that rat4 annowloed b)l the PA Depart..nt of RavenuII. The applloabl. lnter..t rete' for 1982 through 1998 111'.1 Y.ar Inter..t Rate Dal1)' Interest Faa tor Year Interest Rate Dally Int.r..t Paotor 1982 20:< .0(j0548 1987 9% .000247 19$3 16% .000438 1988.}lJ91 11:< .000301 "84 lU .000301 '99' 9% .000241 ,... 13;( .000356 11193-1994 7% ,000192 ,... lOX .000274 11195-1998 91. ,U00241 --Int.r..t i. oaloulated a, followlI INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR ~-Any Notl08 i..ued aft.r the tex bao~.. dRlinquent will r.f1eot an Inter..t oaloulatlon to fifteen CiS) daYS b8~ond the datil of the ass..."nt. If p.~""t is ..de after 'the Int~r..t oOllputaUon etat. .hown on the NoUoe, Itdditlonal Inter..t lU.t be aBloul.ted. ' , " PtlRPOSE (If NOTICE I PAVMEl4T1 Rt'FUHD (CR) I 'o,.gJ in "..~ .........,.,. r- \0 N c:: ~ '", 3:i: <',/1 ~ '- ,I) ,~ ~lfJll ~ requlr~t. of Seotlon 2140 of tht Inherltln48 and Eltat, T.~Act, Aot 21 of .995. (12 P.S. ~.. '14~ :ij E DetllCh the top portlc:Sa thJs HotJoec and lublllt .,Uh YoUr paYllMlnt to thtl R.,hhr of ..1111 prJnt~ on the r.1I8r.. .lda. ~~ Helke ohcJck or ~y ordllr payable tOl REOISTEN OF WILLS, ADENT. ) II r.food of I! taw credJt.. whioh wat: not r..quested on ttwtal( return, IU'''' b. requa.t..d by COIlIPl.Ung an oo"ppllotlUon for R.fund af P4mn'Ylv~lft Inrn.rJtance and Estete hI(" (REV-1313). .,'plicaUonl ate aval1l1bh at the Office Qf the Reg15ter af NIlls, any of the 23 RRv.nu~ Dl.trlot Offices or by 08111no the special 24-hour answering ..rvice ntMbetl TO. foras ordering: In PllnmlylvanlL'\ 1~800"362.Z0S0, outsIde Pennsylvania antI within llXlQl Harrisburg .1".8 (717) 787-8094, Ton. (717l 772-2252 (Haaring IMPaired Only). OIJECTlDNSI Any pady In Inttlr"st not 88thfJad wHh tho apprah"8Qnt, aUowlIllOO or dhallowanco of dedu()tJons or aneUMnt. of t8K (including dhcount or Interest) as shoNn on this Notico .ay Object ..Hhln s!Kty (60) dayr. of rCtCulpt of thh "OUCII by: -~"'rltbm protest to tho PA DaplIrtunt (If Ravilnua, Board of Apponls, Dept. 281021, HarriSburg, pj, 17128MI021, OR -M"I18oting to hlwe tho _.ftthw deterltined lit the Budlt of the Mcount of the pArsuMl r8p,'uontfttlve, OR --Ilppeal to the lJrphans' Court ADMIN- ISTRATIVE CORRECTIONSl DISCOUNTl PENAlTVl INTEREST I Faotual arrors dht10verlld on thh- anlln.lInt should he addrused In writing tal PA DepartHnt of- RellonllflJ Bure.'lof Indhdduol TaK0$, ATTN: Post AUflU."Vlt RlIvlQW Unit, DEPT. 280601, ttltrrhburg, PA 11128-0601 Phone (717) 787-650S. S_ pogo 5 (If the booklet "Instructions for InhGrltance Tax katurn for P RllIidtlnt Decedent" (RE\l-150l) for an ..)(plftnation of adltlrdstr!!lUvCtlY cor,'octnble errors. If any ta)( due Is paid within thrao (3) calendar 1I0nths ~ftor the docodant's death, ft five percent (S~) dhcount of th9 tftK pitld Is 8110W.lCJ. Tn. 15% t8k BWn8StV non-psrtiolpation penalty Is cORputed on the totel of tho tax and IntMrast ess....a, and not paid bafOr-fl Januftry 16, 1996, the first doy fltter thu .nd of t.he tox _oo!ilty pariod. Thh non-pa,'Uolpation penalty is rtppealablfl In thn suo lIarmnf and in the tho ulie U." pef iod as you would appeal the tex .Md intare.t thllt h;"s befm rU5eued as Indlonhd on this noUce. ]l1tllr..t Is eharued begInning with first day of delinquoncy, llr nioo (9) lIonths and one (}) day frOll the data of death, to the dste of pl!lll.ent, Taxes which bfJo.ute delinquent before JllnUary I, 19ft;! bIIa,. Intere.t lit the rato of sll.: (6;() par cent por annUlI caloulated lit a dally rate of .000164. All teKes which beo8lle delinquent on or aftor Janullry 1, 19e1l wlll bear Intorest lit Brat. Whloh wUI vary frOll oal.ndar yenr to oalo1lndt'lr YDAf with that rate IInnounced by the PA DepflrtHnt of RavQnuo. The epplioablll Inter.,t rates for 1982 thr'OUllh 1998 flfel Vear Intere~t Rllte DailY Interest Factor Vaar Interest Rate Dally lntararot flt<ltor 1987 9% .000247 19li8-1991 111: .000301 1992 9% .000247 1993-1994 n .000192 1995-1998 9% .000l47 198Z 1983 1984 1985 1986 ~-lnhra.t 20;( 16>: 11% 13% 10;( is oalculatad llS .000548 .000456 .OOO~OI .000~S6 .000274 follows: INTEREST ~ BALANCE OF TAK URPAIU K NUNBER OF DAYS DELINQUENT K UAILY INTEREST FACTOR hAny Notioe luued afhr the tax beCOM." delinquent wUI rana(lt an lnterest calcuhltion to fAftun (15) d.~. "yond tho date of the .,..eualtf1t. If Ilay..nt Is _lIda flfter tho lntarut co.putetlon data lhown on the NotJoo. additional Int.r.lt .Ult be oalculated. _OF NOnCE I PAYMENt I REFilm (CAll .- Ol!l , ~~~ V-;. N n.: \::.... 'lit ,() '~ - ': (~: ,'\ .~ '. .'; ,i:; . I >.! ,',1 *S ,. , . ~, ~~f11l thI r.qui~' of Beation 2140 of ,.... Jno.r1t~ Wld Elt.., hI( Act, Aot 21 nf 1991. <12 PiSI &r'~on m~ '~ ; 'itaoh thI top porti" " thlt Notice and ..it with yMlr payant to the Regitt.r of NUll print" an the r.....r.. .Ide. -- .... ~ or ltDMy order Ply.l, tOl REGISTER OF MilLS, AGENT. A refund of . tll( oredlt, which "I' not r.-qu..ttd em the tlX r.tllrfh IIY H r'qlII.tMl by cOIlpl.tlng ." -AppUatlon for R.fmd of Pemlylll1lflla InherltlllnCl8 end Est.te Tax" (REV~1513). AppUClltlon. Ir. Ivelhbl, It tM Offlae of the Real.tlt of Mll11, InY of th9 23 P.IVeou. DI.trlot Office. or by cll11nathl opecl.) 24-hour ~.~rl", ..ryio. ~r. for for.. ordlrlngl In P.nrl,Ylvlnla 1~aOO-362~2050, outside P~IYlvYnI. .nd within looa1 Herrllburg .r.~ (1111 187~a094, TOOl (717) 772-2252 ("-lrlnD IMPair.d Only), OBJECTIONS I Any party in Intar..t not ..tJlHad with the epPI'.Jluent, aUownnce or dhaUC>>HIn08 of deduotJon. or ........nt of tax Unoluding dhcoont or Inter..t) a. .nawn on thlt NoUc. 1I0Y cbj.ot wUhln .hety (60) dly. of rea.lpt of thh Notlc. bYI uwrlttlWl I'rot..t to the J1A Depart..nt of R.VlnlHt, Be.rd of ApP..1t, DGpt. 2111021, Herrlaburlll, PA 17121-1021, OR h~alaatJng to have the MUIr d4tt.r.lrMld at I;he audit of the aCCOU'It of the personal rapr..ontaUvI, OR ~-~Il to the Orphan,' Court ADMIN- ISTRATIVE CORRECTIONS I DISCOUNT J PDtU TV I INTEREST I Factual error. dl,covlred on thl. .....-..nt .hould be addr....d In writing tOI P^ o.Plrt.-nt of Revenue, Bureau of Individual 'aMI', "TTNI po.t A....~t Revllw Unit, DEPT. 2ft0601, H'rrl'burl~ PA 17128-0601 ptM)M (7171 787-6605. Sell PIt04l S of the bookl.t "In.tructlon. for Inheritance laM Return for fa Re.lctent o.o.dent" (REV-IS01) for an .Mpl,"atlon of ~Inl.tr.tlv.ly corracteb'l. arror.. If ~y tax due I, paid within thrlO (]) cal.ndlr ~nth. aftlr the decldent., dI.th, . five parcent -tS~) dl.count of the tlM paid it .ll~.d, The 15X t.M e.ne.ty non-participation penalty I, cOllPutld on the tot. I of the taM and Interl.t ......ed, tnd not paid blfore January 18, 1996, the fir.t day .ftlr the .nd of the tex ~.ty period. Thl. non-partlolpetlon pllMlty h app.alabh in the ..... lIaMtlr and In the the .... tin period a. YOU HOU1d .,..al the tax and Intara.t that ~. been .....I.d al Indlcat.d on thi. I~tlca. Intere.t I. charged beglnnlna with fir.t day of de1lnqueooy, or nine (9) .onth. and one (11 dey fr~ the date of d.~th, to the date of pay..nt. Taxa. which b.o~ delinquent blfor. Jenuery I, 19.2 bear int.re.t et the rnt. of alx (6~) parcent per ~ calr.ull1tad at II dally rata of .000164. All taM" Nhlch bec... dellnq\..nt on or aftar Januar~ I, 1982 will bear Inturolt at . rat, which will Vlry fr~ c.l~r YHr to a.lender y.ar' '11th thflt rat. announced by thll f1" Dep..rt..nt of R.venue. The 1tPP1Icttbla Inter..t rat.. for 1982 through 1998 aral Veer Intara.t Ratl DIlly Int.re.t reotor V.ar Inter.lt Rate Deily Int.ra.t Factor 1987 9Y. ,OO02ft7 1988-1991 117. .00OSOI '99' .% .000247 199]-1'194 n: .000192 1995-1998 .% .0002ft7 1982 19113 ,... ,.as 1986 H~lnteraU 20:< 16Z 11:< 15>: 10;( 11 calculated I. .00054'" .000438 .000501 .000356 .000274 followll INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notice i..uld aft.r tM. till< becOM" delinquent will rlfleot an Intar..t calou1"tloo to flftHn US) MV' beyond the d.t. of the ......IlIf'It. If pay.ent 11 aado aftlr the intere.t cOIlputatlon ebb .hOWl on the Notlc., e!JdIUonel Jnt.rllt aUlt be calculltad. _Of NOTICE I PAvtENT 1 REfUND (aI) I '8 i~G '. .1'-- II) N IS: ~~ :;Ie.; ~") 'ri gj it, l~lfl11 iiij requJr~t. 01 $tot ion 2140 of the I~rjtlnC' Ind E.t,t. TIM Aot, Aot!1 of 1995. (72 P.S. ~tA" mOl. .6 ii.~ the ~ porui i thh HoUce end IUtMllt wJth your PIYMflt to the Register of Willi prlnt~ on the q;"ar.. llde. Ou ~.. .... oMck or ItOMY Or-dtf pIy8bb tOI AEGlST~ ()fl' WILLS, AGEttr. A ",fund of I tex or.-It, .hlch wa. not r~.t.t on the hI( return, lilY bel rlque.tad by cOIIpltUOIlI en "~l1c.t1on for R,fund of Penn.ylvenAa Inherltenoa Ind Eat,t_ 'ax" (REY-1315l. Applications er. IVIllabl, at the OffiCI of the Regl,tar uf Will., ~y of thi 23 Rev.nuI Ol.trlot Offloe. or by oal1Anu the special Z~-~lr en'Nerlna .urvloe ~r' for fora. orderlngl In Penn.YI","la 1.600-362-2050, out~lde Pennsvlvanla end withIn local ' HerrltbUro Ir.. (717) 761-8094, lllOI (717) 772-2251. (HearIng I~ftlr.d Only), OIJECTlDt4'S1 Any party In Inter..t not .aUufled with the apprahCMnt, allowanCle or dhallotfaMe of deduotlonl or ......Hnt of tlllX (Inoludlng discount or InterePlt) al Ihown on this Notice NY Object within IIbty (flO) deY8 of r80tllpt of thh MoUoft bYl --wrltt8l'l prote.t to the PA 08partHnt of Revenue, Board of Appeals, Dept. 281021, Harrhbtll'g, PA 17128-1021, OR --el.oUng to tt.ve the utter c;kttor.ln.d at ttte audit of the account of the P4lrIOMI repr..entltlve, OR --IlPP4lal to the Orphanll' Court ADMIN- ISTRATIVE CORRECTIONS I DISCOUNT I PENAlTYl INTERE$T I Feotuel errors dlscov.red on thl. ........nt should be addr.,.ed In writing tOI PA 08partlent of R.venue, Bureeu of Individual lex.'j AnNI po.t Ass.....nt Revie.. Unit, DEPT ,. ze060lj Harrhburg, PA 17128-0601 Phone (717) 787-6505. S.. page 5 of the bDoklet "Inltruotlon' for Inheritance rax R.turn for a R.,ldent Decedent" (REY-IS01) for ~n .xplanltlon of adRinl.tratlvely corr.otable errors, ]f any taM due Is paid within thr.. (3) calendar IOnth. after the deced9ntt, death, a five percent (5X) dl.count of the tal( paid I. allowed, The 15~ tex -.ne.ty nof."partlolpatlon penalty Is c~uted on the total of the tax .,~ Intere.t .......d, and not p.ld before Jenuary 16, 1996, the flr.t day after the end of the taM .-neoty period, Thl. non-partlolpatlon peMlty h appealebl. In the ... .anner and In the the .... tI.e period as you would appelll the t.l( Ih1d Int.r..t that hMs ~n al....ed as indicated on thIs notice. lntereat I. ohlrged baglrnllng with fJr.t day of delinquency, or nJnfl (9) eonths Ind one (1) day fr~ the d.te of death, to the date of pay.ent. taxlo whloh bee... delinquent bafore Jenuary 1, 1982 bear Int.r..t at the rate of .Ix (6~) percent per annul caloulat.d at . dally rat. of ,000164, All tIMe. whIeh bee... delinquent on or aft.r January 1, 1982 wJll bear InterA.t at a rata Hhioh N~ll Vlry froa calendar y.ar to oal.ndar yellr wlth that rate announoed by the PA Depertaent of Revlrn,., The IPPlloabl. Intere.t rate' for 1982 through 1998 arel Vear lnt.re.t Rate Dally Int.r..t raetor Vear !nter.at Rat4ll Dally Intertst Faotor 1982 20% ,OD0548 19117 9~ ,000247 198"1 16% ,000438 191111-1991 1l~ ,000301 19&4 llX ,000301 1"" 9~ ,000247 1'8! 13% .000356 1993-1994 n ,000192 I'" 10~ .000274 1995-1998 9~ .000%47 M~lnter..t ia ca10ulated BY followlI INTEREST . BALANCE OF TAX UNPAID X NU"BER OF PAYB DELINqUENT X DAILY INTEREST'FACTOR M_AnY NoUoe ltaUfld aHer the tax beoo... delJnqulIInt NUl refllot an Intlr.lt caloulethm to flUHn OS) days beyond the date of ths elleUlHtflt, Tf payltOnt it lIado .ftor the Intere.t oo.put.Uon delt. Ihown on tht Notice, addlt10nllll In.er..t .ust be calculated. , , .r-.........'.... .,-,.._-.'- ~.., _OF MOTIt[ I PAYfEMTI REFlIf(I (CRll ~i \," ill ~ ~ ~~ r.;~: ":1)( ~lt,.1 ,,; () -H (:J Lv To fulfill the rlqUir..-nt. of SootJon 2140 of the InhtrltenoQ end Estate TIK Aot, Aot 2~ of 1995, (72 P.I. llootlOfl 9100). Detach the tap portion of thit HoUct end ..It with vour paYlHlnt to the Rq1et.r of Willa prJntld on ttM r.y.rH t1de. h HeI(. ~ or IOMY order paylb1t tOl REGISTER OF WILLS, AGENt. A r.fund of . tax oredit, whioh MIa, not rilqUfltt,d on thl tal< return, IIOV be roq\Hlltad bv o~l'U", ~ "AppUutson for Refund of P.-.nlylvlnla loo.rJtance IInd E.t.t, 'ex" (REY-UUL Applioations arf! IvaUab18 at the Offl.o. of the R~llt.r of Wllll, IO)! of the 23 R.v~ DI.trlot Offlo.. or 'by calling the 'Plolal 24-hoUr In.werlno ..r\ll61 nu.ber. for for.. orderingl In Pennlvlvante 1~aOO~362-2050, out,lde Plnnsvlvanla end within loa81 ....rrhburg .r.. (7171 781-8094, TDD' (717) 112-2252 <tt..rJng 1..lred Onl';'J, OBJECTIONS I Any party 1n lnt.re,t not .etl.fled with the ~r.l..-.nt, .110wance or dJ.allowance of dedUCtion. or .......-nt of tax (JnaludJng dl.count or Jntlrl.t) I' .hoWn on thJ, Hotlel.ay Objlot ~Jthln .Ixty (40) day. of r~.lpt of thh NoUn. bYI M.wrlttan protest to the PA o.plrt..nt of Rlvlnue, laIrd of Appeel', Dept. 2&1021, HerrltbUrg, PA 17128-1021, OR MMeleetlng to have tho .attlr detlr.lned at the audit of th4l QOcooot of the per.onal rlprl.ent.tlvl, OR M-appell to the Orphan" Court A~IH- ISTRATIYE CORRECTIONSI DISCOlIlTI PENAL TV , INTEREST I Faotual errors dhcovared on thh ........nt .hoU1d be IIddr,uld In wrHlng tOI PA Depart.."t of RIVenlHI, lurlftU of Indlvldu.l lIXI', AITNI po.t A..I....nt Revl... UnltJ DePl. 280601, ",rrJlburg, PA 17128-0601 Phone (717) 787-6505. 5Ie p-ue 5 of the book1.t "Instruction; for Inhlrltenol T~ Aeturn for e Re.ldent Dlo~nt" (REV~15011 for an IXPlam.tlon of adIllnhtratlveh OO'Tlotable Irror.. If any tax due II Plld within thr.. (3) oalandar eonth. aftlr the dloldunt'. death, . fivI pero.ot (5~) di.count of the tlX paJd I. allowed. The 15~ taM -.nI.ty non-partlolpatlon penalty 1. oOlputld on the totftl of the tax and Intere.t ft.....-d, end not paid hlfore January 18, 1996, tho Hr.t day "lItlr thll Ind of the taM llItM.ty period, This non-plrtiolpation ~lty it appea1abll In the .1IIte lanner end In the the .... tin ptIr loel a. YOU would appe.l the tllM -.ld Inter..t th.t he. been ...eultd II incUClatld on thh "OUCCl. Intere.t Is charged beginning with fir.t day of dellnquenoy, or nine (~) ~th. end one (1) day frCHI the date of dutil, to bl. date of pay..nt. Tens which bec8IKl tklllnquent tKlfor. JMlU8ry 1, 1982 be.r Jnter..t .t the r.t. of SIM 16%) p.rClent per anoue calculat.d at a dally rat. of .OOOI6~. All t.x.. which bile.. delinquent on or after January 1, 198Z wUl tHlar Intere.t at II rat. Mhlch w.l11 y.ry frOll calendar y.ar to cal.~r year with that rat. announc.d by the PA Departaent of R.ylnUl. Tho tpplloabl. int.re.t rate. for 198Z through 1998 ar., Vear lnter..t Rllt. nally Int.r..t Faotor V.ar Inte"..t Aato DaUy Inter..t Factor 198Z 2U .000548 1987 9% .000247 1983 16~ .000458 1988~1991 HY. ,000301 1984 1I~ .000301 1992 9% ,000Z47 1985 13~ ,000156 JlJl'I:\.I994 '" ,000192 19116 lOX .000274 199r..l?98 9% ,000247 -"Inter..t Is calculat.d a. followlI INTEREST = BALANCE OF TAK UNPAID K NUMBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --AIW HoHo. l..UId after the tall MCOlM. delinquent will reflect .n Intere.t C1alculaUon to fifteen (IS) dIIy. beyond the date of the ........nt. If pay..nt 1. .ade aft.r tho Interest ClOlput.tlon dlt. shown on the Notice, addlUnnal lnt,,'..t au.t he calculated. ~~ ~ :n :ll . -(1' I , '~ ' .. I , ~ N ....J i:21 ~: {1 \. ~.... :tic <',.,,1 VI Q, :t? .:,) W _OF NOTICE 1 To fulfUl the requSr-.ntl of s.otlon 2140 of the InhlrltlnOa n Elt't_ talC Aot, Aat 21 of 1995. (12 P.S. $OOUon 'lm. PAVHEM11 DetltOh ttt. top portion of thh NoUN Met .ubIIlt with ~our P.~t to tn. Rqist.r of Wllh printed an the rlv.r.. .Jell. .- Hale. oheok or IIIOMY "rder PIIyllblCl tOl RE019lER Of WILLS, AGENT, REFtltO eCR)l A r.fund Qf 1ft tlX Clredlt, whloh WI' not requo.tad on the tlX r.turn, hY be r.qu..tact by oOllplaUng en "APPl1ot1Uon for Refund of Pem,Ylv."l. InherJtWlOI end btat. lax" (REV-1SIS), Applloat.\on. .ra Iv,Uablt .t the OffiCI of the Regl.tar of Will., any of thI 23 ~,v'nue DI.trlot Offlol' or by oel11ng the ,peelel 24-hour In'Wlrlng ..rvlce OUIIber. for for.. ard41rlngl In PfilOlYlvanJa 1-800-162-2050, outside Pvmlylvanla .nd within looal Uardlhul'g .rl. (717) 7a7R8D94, TDDI (717) 772-2252 <....rlng I"Palred Only), OBJECTIONS, Any party In lntore.t not .atl,fied with the appral....nt, allowance or di.allowanc. of dtduotion. gr .......-ot of taM fincludina dl.count or int.r..t) as Ihewn on this Hotice .ay obj.ot within .iMty (60) d8~. of receipt of thla NoUo. bYI ..wrltten prot..t to tn. PA o.part-.nt of R.V.nu8, laird 0' Appeal., Dept. 281021, Herri.bura, PA 11121.1021, OR ....lacUhg to have the .atter detRr.lnad at the ....dlt of thl account of tM per.onal r.pr..entative, OR --eppeel to the Orphan.' Court ADHIH- ISTRATlYf CORRECTIONS I Factuel 'rr~r. dl.covered on thl. ........nt .hould be addr..sed In writing tOI PA Depart..n1 of R.vtnUl, lur'.lof Individual TaM", AllN, po.t A.......nt Review Unit, DWT. 280601, Harrisburg, PA i1l28M0601 Phon4I (11)') 181-6505. SM p~ 5 of the booklet "In.tructlon. for Inherltanc. lex Return far e Rllldent Dln4KNlnt" (REY-iSO}) for en explanation of adlllniotratlveh' corrllctable error.. DISCOUNT I If any tax due 11 peld within thrlo (5) cal.ndar .onth. efter the delJedent'. death, G flv. perolmt (5;(1 discount of thl hx paid is II11OtMd. PENALTY I ThI 15X t~x .-ne.ty non-partlolpatlon p.n.lt~ I, o~t.d on the total of the tax and lntere.t .....ted, ~ not paid before JMuery i8, 1996, the first day aft.r the end of the taM 8IIne.ty periOd. This non.partlolpaUoll penaltli 11 appsalllblo in the HIlI ..nnar and in the the ,.... Un p.riod e. YOU tfOUld IIpp..l the t.x IIOd lnter..t thet ~. been .......d a. Indicat.d on thl. notlc.. INTEREST, ~ntar'lt I. charged ~glnnlng with first day of dollnquaooy, or nine (9) .onth. and one (1) day frOll the data of dHth, to tM dnto of paYIl.nt. 'aMU whJch b.o... dallnquant before JlIflUar:t 1, 1982 ~.r Inter..t at the rate of six (6%) percent per a~ o.lculeted It B dally rate of .000164. All taM" whloh beoMO dllllnquent on or aHer JIlOUIlry I, 1982 ,,111 bear Jntlrest at e rat. whiCh will vary frOll c.l~ar y.ar to cal.ndar y.ar with that rate announced by the PA Dapert..nt of Hevenu8. The ~11oabl. Int.r..t rate. for 1982 through 1998 e"81 v.... lnt.r..t Rate Dally Intere.t Fector V.er Inhr..t Rat. O,\ih Inter..t FlOtor 1982 1O% .OOOSit8 1987 9% .000247 1983 16% .000418 19M-1991 11;( .000501 1984 u:< .000101 1992 'X .000247 1985 151: .01)0]56 1993-1994 1% .000192 1916 10;( .000274 1995~1998 'X .000241 ~-lnt.r..t 11 caleulet.d .. followsl INT2REST . BALANCr. OF TAX UNPAIO X NU"BER OF DAYS DELINqUENT X DAILY INTEREST FACTOR -~Any Notice Inued after the taM becOIMI. dell"quent wUl refl.ct an lnt.r..t calculation to flft"" (II) deva beyond the date of the B"."Mlnt. If pay..nt i. ."de after the lnter..t c~put.tlon dat4 lhown'on the Notlc., additlQOel lnt.ra.t MU.t be celoulat.d. g. ~ " L tl ~. f::', ffW 'j ;, ~_\ f',.) ---J ( "t, ' );> :-1 .:!:', ,-. 'e-.I ((j -.... (A') W PlIRPOIE OF NOTICE I To fulfill thI r~tr-..nt. of Seotion 2140 of the JnherJtlnC8 ~ elt,t, T.~ loot, loot 21 of lt9ti. (72 P... Saotlon'140), PAVHEt(Tl DetltOh ttN tOf'l portion of ttlll Notlc. end tUbltH wUh your Plv-nt to t~ RI,lIt,r of NUh prlntld on thl ravar... aldt. ~- .... oh4H* or 1tOM)I ordtlr puebh tOI RECnSTER OF NULa, AGENT. REFUND (eR) I A r.fund of . t8)( ortKtlt, which wal not r.qu..tld on tM taM return, ..y be raque4ted by oOllPllltlng ... "Application for Refund of PennlYlvanla Inherlt~. Ind E.t,t, Tlx" (REY-1313J, Applloatlon. .r. IVll1ablw at the Office of the RIglltar of WillI, any of the 23 R,vlnue 01.trlot Offlo.. or by 01111ng the "'0111 24-hour 8nlwerlna ..rvIOI ~r' for for.. ordering I In P.nn'Yly.~I. 1-400-362-2050, out,lde Ptnnlylvanll end within local H.rrhburll .r.. (711) 137-8094, TOOl (717) 712-2252 UIe.ting Jllpllred Only), oaJECTIOHSI Any Pfrty In Int.r.st not s.tlsf[.o with the .ppr.I....nt, .110w.~. or dl.al1owana~ of deduotlon. or .......-ot of tlX (Ina'ludlna dheoont or Inte,-a.t) n. .hown on thh NoUe. ..y obJeot MUMn dxty (60) chly. of reotllpt of tills Hotlol bYI --written prot..t to the PA Depart..nt of Rav.nue, loard ~f A~al., Dept. 2&1021, Harrl.burg, PA 17128-1021, OR .-al.otlng ~o h'lIVe thCI aattar ckttarlllned at the audit of the .CCl)unt of the person.l repr..entatAw, OR "appeal to the Orphan" Court Ao.nH. ISTnATlYE CORRECTIONS I Factual arror. dlscoyar.d on thl. ........nt .hould b. addr....d In writing tOI PA D.p"rt-.nt of R.v.nue, Bureau of Ihdlvlduel 'ax.., ATTHI Po.t A......-nt Rovlew Unit, DEPT. 280601, Harrl.burg, PA 171l8-0601 PiW>nll (717) 787-6505. SOl p.,. 5 of the OOol<l.t "Instruotlons for Inherltanc. Tax Raturn for a ".ddant Dtoadtnt" (REY.1501) for 10 .xpl.natlon af ~lnlstratlv.IY corr.ctlbla .rror.. D ISCOUHT I If ~y tax due I. paid within thr.. (3) oal.ndar -.nth. aft.r the dactdtntt. death, . flv. pgroant (5~) dllcount of thl tax paid II allowad. PENALTY I The 15~ tax .-nasty non.partlclpatJon penalty i. coaputed on the total of the tax and Jnt.r..t.......d, end not ".Jd before JMuery 1&, 1996, the fltlt dav afhr the end of the telx Hnuty p.riod. Thlt non-parUolpatlon J*\Ilty Is -wealablo In the ..... .annar and In the the .... tI.. p.,-Iad .. you would appeal the talC Md intar..t that h.. been ..'e.sari as indiont~d on this notlo.. INTEREST I lnbr..t It char,.d beginning with first day of dal1nCMIt'lOY, Of nllll (9) .onths and one (l) day froa the date of death, to the det. of pav..nt. Tax.. which bec... delinquent before Jnnunry 1, 1982 bear lnhraflt at the rat. of .Ix (6~l percent per Itt1nu. caloulatad at n dally rat. of .000164. All t.~.1 which bo~e delinquent on or after J.nuary 1, 1982 will bear Interest at a ratw whloh will vary fr~ cal.ndar ya.r to calendar y.ar with that rate announced by the PA Depart..nt of R.venue. The eppAJoabl. lnt.r..t rat.. for 1982 through 1998 ar'l V.ar Intar..t Rate ~Ily Int.rost fa~tor y.ar lnter..t Rate Dally Inter..t Factor 19&2 ?O:C .000543 19&7 9:< .000247 1983 16:( .0004~ 1988-1991 lli: .00n01 1984 11:C .00nol 199' 9i: .000247 1985 UX .OO03S6 1993HI994 1:< .000192 19.. }(I~ .0002:74 1995-1998 9X .000247, ulnt.r..t h ..loutat.d .. followsl INTE"~T . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTER~T FACTOR uAny HoUce l..tJlld afttr the tex becOMe. dtl1nquant will rafl.c.t bI1 1ntt.,..t caloulltlon to ftftaan OS) dIly. beyond the chit. of the ....u..nt. If paYHflt It .lIde after the Intar..t cOllPutatlon date shown on ttM Mottaa, additional Int.r..t .u.t be oalculated. \ '. r".:-~."--'---'''''.':-:;'~''''''''''--~ ---- -~ '*,~~t:'. PIJOPO$E OF NOTICE I To fulfill thl r,qulr..-oh of SaoUofl 2140 0' the JnhtrUeno. end f,t,t, T8x Aot, Aot 21 of 1995. (12 P.S. S.otion 9140), PAVMENTI Datech the top portion of thl. Notlc. end .~It with your ply..nt to the Regi,t,r of Wille printed on tho rev.r.. Iic"-. -- Hake cheok or laney order p,yable tOI REOISTER OF WILLS, AGENT. REFUMD (CAll A r.fund of . ,tax credit, which we. not reqUilted on thl tax r.turn, ..y be r.que,ttd by c~l.tlng an RAppllc,tlon for R.fund of Penn.ylvanla Inherltanoe and E~t.t. 'Ix" (REV~1313). Appllcatlooa ~r. IVRIlabl. at the offl01 ~f tht Regl.t.r of Will., any of the 23 Rov.nue D1.trlot Offlol. or by oalllng the .paolet 24~hour enswerlng ..rvloe ~r. for for.. ardorlngl In P,nn,ylvanle 1-800-362-2050, out.ide P,nnlYlvenla and Nlthln lor-al Harrhburg .r.. (711) 787-8094, ThOI (1171 772-2252 ntearlng IltPalred Dnh). OBJECTIONSl Any party In l~t.r.,t not _athfJed with the apprahe..nt, allowana. or dh.1low.no. of deduction. or ........nt of ta~ (lnaludlno dl~ount or Intere.t) I' .hown on thl_ Hot lee .ay object within .lxtv (60) dfty. of reoelpt of this Notice bYI -~wrltten prot..t to the PA D.part.."t of R.v.nue, Baird of App.ll., nept. 281021, Harrl.burg, PA 1712e~1021, OR ~-ol8GtlnQ to hlvI the .att.r d.ter.lned at the audit of the aooount of the per.onal repre.entatlv., OR --."peal to the Orphans' Court ADHIN- ISTRATIVE CORRECTIONS I Faotual arror. dl.ooverad on thl. ac......"t .hould be addre...d In writing tal PA Dapart.."t of Revenug, Buroau of Individual Taxea, ATTNI po.t A.......nt Rlvl.w Unit, DEPT. 2106Ql, Harri.burg, PA 11126-0601 Phone (717) 787-6505. See page S of the booklet "In.tructlons for InherItance Tax Rlturn for II R.sident neoedent" (REY~1501)for an Ixplanation of ad.lnhtr.Uvllv oorreotable Irror.. DISCOUNT I If any t.~ due Is paid within three (3) calendar ~onth. aftar the deo~dlnt.. dlath, a five perolnt (SX) dl.count of tho tax paid I. allowed. PENAL TV, rile 15)( tax .....ty non-participation plnalty 11 o~utad on th8 total of the tax and Inter..t .u....d, tIOd not paid be fora January 18, 1996, the flr.t day after the end of the tax .."..ty period. Thll non-p.rtlolpatlon panalty h apP8l1lbh In the laaa lIan",lr and III the the 'DINI ti.. per lod .. you would IPF-eal the hlC BOd Int.r..t that has b'", IlIen.d lit IndlOllted on this noUc.. INTEREST I Intar..t II charg.dbeglnnlna with fJr.t dfty of delinquency, or nlna (9) .onth. and one (1) day frOll tM (hIta ,,' death, tll the date of plY1llilnt. TalCe. whloh beo..e delinquent bafor' Januery 1, 1912 be.r intere,t It the rat. of .Ix (6%1 perc.nt par &nn~ calculated at . daliY rate uf .000164. All tBl(lI which becaM delinquent on or after January 1, 1982 ",HI bear Interut .t a rate whioh will vary frCNI oal.rtdar yair 'to o.hndar year wUh thlt rate announoed by the PA Oe'larta,nt of R.v.~. The .pplloabl. Intare.t ratas for 1982 through 1999 Irel Vear Interelt Rate Dally Intere.t Faotor Vlllr Intere.t Rat, OaUy Intera.t Faotor --- 1982 20r. .000F4a 1986-1991 llY. .0unOl 198!. 16% .000436 1992 9% .000247 1984 11% .000301 1993419~ 7% .000192 1985 13% .000J56 1995~lQ1J8 9% .OOO~47 1986 10i:: .OOOZ74 1999 7% .000192 1961 9% .000247 -~Interelt 1. c~ulat.d a. folloWl1 NUHBER OF DAYS DEL%NQUENT INTEREST ~ BA NeE or TAK UNPAID X X DAILY INTEREST FACTOR ~-Any NoUee Jlluftd tlfter the till< baeOllOl delinqu.nt ..Ill refleot en internt oalouletlon t.o flft..n US) day. beyond the dlt. of the a.......nt. If pay..nt Is .ado after the lntere.t cOIPutatlon date shown on the Notloe, additional II1blf'811t MU.t bill oaloulfjted. PI-'IPOSt: OF NOTICE I To fyHUl th. rllqulrennts ,\)f SecUon 2140 of thcl Intwrihnce and E,t.te lax AQt, Aot 21 of 1995. (72 P,St S~UOf1 9140). PAVttENTt D.t.ch the top portion of 1hls NotloR Bnd 1~lt with your paYMent to the Register nf Will, printed on the ravitr.. Illd.. M~ H4k. aheck or .nney ~rdGr payable tOI REOISTE~ Of WILLS, ~GENT. REFUHD (CRh A r.fund of 8 tax orlldlt, Iolh!ch lo'a~ not r'oque!lhd on the tax return, allY bo requested by oUllphtlng an "App1!oatlon for Refund of PennsYlvania InherltenoR Md Estate Tax" (RE\I~1313J. Applicl!Itlons are available at tM OffiCe of the R.gl~t.r of Will., any of tho 23 Rovenue Dlstrlot Offlc~5 or by calling the special Z4-hour answering IQrvloe flUIlbclr. for fora. ol'dorlng: In fl(jnnsylvanl. 1~800-;~62-2050, outsIdo Pennsylvania and within local Harrisbur"g IIrlla (717) 787-8094, TDDII (711) 71'2-2252 Olearing hlpalrod Only). OBJECTIONS I A~y party .In .Interest not sntisfiod wUtI tho 8ppraisoMont, 8110119nco or d1ssllowanco of dodu<ltlons 01' a..ellJlKlnt of tnx (inoluding discount or intorestl as shown on this Nolh::o MllY objli1ot within sixty (60) day, of receipt of thh NoUcli1 by: --wdtton protest to thli1 PI. DopartMent of kovonllo, Bmtrd of Appallls, Dlolpt. 2810l!I, tlarrlsburg, PI. 171Ul~1021, OR -~elaot1ng to ha....e tho Matter d'oltorll1nGd ot thli1 i'tudit of thll account of tho porsonsl rli1fll'euntat.lvtl, OR --&ppeal to tho Orphans' Court ADMIN- ISTRATIVE CORRECTIONS I Factual errors discov'wed (111 th;,s l'HIS()S,...ont should be arJdressecl in writing tal PI. llepart.ent of Revenue, Bureau of IndIvidual laxus, ATTN: Post ASS<llIlS.'lIlt Roviow lJnJt, IJEPT. 280601, ~Iarrhburg, I'A 17126-0601 Phono (717) 787~6SDS. Son p~~o 5 of tho booklet "Instructions for Inhorltanco Tnx Roturn for 8 ROlldent Decedent.. (REV-1501) for en oy.p1anatlon of ad.lnhtretivolll corrocteb1'D ~rrors. DISCOUNT I If any taY. due .Is pflid within thrOB (3) calendar lIlonth:3 afhr tho d~I(JQdant'll de8th, 11 flv(l PQrC~llt (5:0 discount of thD bx puid ill a1tol/ed. PENAL TVI The 151: tIIK _fl4Isty non~Pl'lrtidptltlon P'tO"'lty Is cO'lputud on tho tot'!ll of tho tCtX end interllst OU'Uj,ed, and not pnJd before January 18. 1996, the first dillY after th~ Gnd of the taK e.nut!!' period, This nonMparUclpflUon penalty is appelllable in ttw sa.o lIIannor eml in thQ thE! sa.e tillle periOd tiS YOU would appllal the taK 1tI\d Intere.t that has b..en aUQssed as ind1calh'd on thJs noUct!. INTEREST I Int-rut is charg.d beginning with fI,'st dl'lY of dElUnquon(':y, or nine (9) lIIonths 8nd one {ll day frOll the c1at. Df duth, to the rlate of 1I1Iy.otlt. TeKOS which bOCIIIIO dolinqu'lIlt bofore JflnUllry I, 19&2: be.r inter'e.t at tho rate of six (61:) porcont per allf\UIll calculated at 8 dally rate of .000164. All taK.1I which bOOlllllO dollnquont on or flftor January 1. 1982 will bea" intor05t et ft rotu which will vary frOll oalendAr y(ll'lr to calendAr year with thut rl'otD aMoul1cod by the JlA [)epal'tlllent of Revenue. The applicable Interost rates for 1'~82: through 1999 orel Year Interest Reb Dllily Interest Factor Yon" Interost Rate Dolly Intorest Fllotor 1982 20% .000S48 1986~1991 111: .C00101 1983 16% .000436 1l}92 91: .0002:47 198'1 111: .000301 1993-1994 n .000192 1985 13% .000356 1995~1996 91: .00U247 1966 101: .000274 1999 n .OUU192 1981 91: .000247 -~Intere.t is clllculated 8& follows: INTEREST = BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notloe luood after the tax beOOItU delinquent will refleat an Jnt.rust oalcu1otlon to fln.on (IS) day. beyond thft date of the alleu..nt. If paYlIllilflt is llIado lifter the interest cOlllputatlon dote Iho;1Il on the Notioe, additional inhralt Itust be oa1oulated. PUIlPlISt Ill' MOTlCEI TtJ fulfH1 thtl requlrHtflh of hotlon 2140 of the JnhlrJt-.ncw IIfld E.tet. Tlx Aot, Aot 21 of 1995. (72 P.I. S.ctlon ""0). PAYHEMl'1 Dttach thtl top portion of thh NoUcI und lubIIlt with your p.~t to the R'ailt,r of MUll printed on the r.v.r.. .... -. MIlk. oheok or ltOMy erdlr Plylbl. tOI REQISTEA OF WILLS, AGENT. REFUND CI";Rl I A r.fund of . tlX oredlt, Whloh Mal not r.que.tld on the tlM return, ..Y ba, r.qUl.ted by o~l.tlng In "Appllcltlon far A.fund of Ptnn,y1\l'IInlt InhlirJtanol end fltth Jex" (REY-nUI. AppllcllUonS Ite .1I1I111b18 .t the Off Jot of the Rqht.r of tUUI, M\y of the 23 R.venue 01ltrlot OHio.. 01' by ceUlng the ,plol01 24-tlour In,,,.rlng ..rvl08 ~r. for for.. ardlrlnol In P,nnlylvlOl. I-ftDO-562-Z05D, outside PennsYlvania and within 10011 Hlrrllburg .r.. (717) 187-8094, TOO' (117) 772-2252 CHearlng J,p.lr.d Only), OIJfCTlOHSI Any p.rb In Int.r..t not .etllfi.d .,1th the IIpprah...nt, allowance or dlaallowllnOl of deduations or ......-.nt of tllk (including discount or lntere.t' a. shown on thl, Notice ..y obj~at within .1Kty (60) daYI of reo.lpt of thi. HoUo. bYl --written prote.t to the PA Depllrt..nt of Rev.nue, Board of Appe.lI, Dept. 281021, H.rrhbul'lI, PA 17128-1021, OR uehotlna to httv. the .aUer c:kIter"l".d lit tho IlUdIt of the eeooUl'lt of the per.onal r.pr...ntatlv., OR -.cpp..l to the Orphens' Court ADHIH- ISTRATlYF. CORRECTIONS I herhlal .rrorl dlsoov.r.d on this ....u..nt .hould be .ddr...ed In writing tal PA Depart..nt of Rell.nue, Bur.ltU of Individual TIlK", ATTNI Po It Au......ot R.vl.w Unit, DEPT. 2a0601~ tlarrllburg, PA 11121.0601 Phone (717) 787-6505. S.. pe.. 6 of the booklet "In.truotions far Inherltlnee Tek Return for e Resident Decedent" (REV-IS01) for en eKplanation ~f an.lni.trativ.ly corr.ctehl. .rrorl. DISCOUNT I If eny t.k dutt 11 paid within th"e. (3) oalendar .onth. after the dec.eMntl" death, a HVI perunt (6X) dl.oount of the tllk paid i. allowed. PENAL TV I The IS;': t.k MO..ty non-partiolpatlon f.!.nal h 11 oOllPuted on the tote 1 of the ta.: and Inter..t ......ed, end not Plld belor. Jenutlrv 18, 19"6, the first doy aHer the .net of the tllK Mnlsty period. Thh non"pllrUolpaUon ".nllUy II lIPPI.lable In the .... 1l8nOftr and In the the .... tI.. per 100 a. you would appe.l thli t8K end int.rest th.t hel been al,..,ed .. IndIe.t.d on thl. notlc8. INTEREST I lnt.re.t h cherU4Kf baglnnJng with Utlt day of dllinqUlno~, or n1M (9) ~nth. ehd 00fI (I, day frOll the datil of alth, to the dete of Jlay..nt. 111k81; which bloa.. delinquent before Janu.ry 1, 1932 be.r Intar..t .t the rate of .b: (6iO perc.nt par annUlI oa1aulat.d at a dally rat. of .000164. All taw.. which baea.. dellnqu.nt on or eft,r January 1, 1982 wIll bear Int.r.st .t . rat. which will v.ry f~OI cal.nd.r y.ar to cal.oder yaar wIth that reta anf~unoad by the PA o.partaent of Reveou.. The eppllcebl. Int~rR.t rllt.. for 1932 through 1999 arel V.ar Inter.,t Rate Dally Int.ra.t f.ctor V..,. Inhrut Rate DalJy Intl,.a.t Feoto,. 1982 20% .000548 1988-1991 11% .000301 1935 16% .00O~.38 1"92 9% .000247 1984 11% ,000301 1993.1994 1% .000]92 1985 13% .000356 1995-1998 9% .000247 1986 10% .000274 1999 n .000192 1987 9% .000247 --Int~elt J. calculated .. follow'l IN~ER ST . ~ALANCE OF TAK UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NoUro. luued .ttlr thti htK blooMe. d.IJnquant will rQUeat an Intor..t calculation to flft"" (5) den h.yond thl d.t. of thll u..""nt. It pay.ent h .ade after tha In18r..t COllput.thm cUlta shown on the Notloe, ~ddltlon.l Int~ra.t ..ust be oalculat.d. :-:-;----.r~i..; [If 111'" rJl\!.I'~'-~ I':i I. f ~;~', I , N:I ;'~7.[1: 1 -,~"-I~: I~'=~=-==-:'::":~ ._. Z W"lrI. Almoda S. W - Q [I^I[ CiF[l[!\11l(~,1I,\-orl-'o.1r) W U UI Cl l.:!\.l'."I"I,..',)j ,r;. :t;",,~\W~' COMMONWL^LlII 01 P[NUSYI VANIA 1l1l',\Rl 1,II.m (IF 1\1 VlNIII [1[1"'12/11,0(1'1 HAW<I,:,BlJf'(;,i'/llIl?U.()\;Ul 04/16/1997 Ie; j' ~\' -(.. REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ._.__....-__. .~'r ._..._.__ -~-_._- -.. ..----..., I iiIT I Cit !\1i\IH(~\',': It,I'] (If III 'l-lICAmn SUHVIVltKl UflOUSE'g NAM[ (LAS1, rlll~;T. AND ~.\![J[lll. INll1Al) 06/14/1904 I!' " :<5'!:l u'<'> uJO:) rn:..J U~c.o " [XI 1 , Original Rolurn o 4. lImil,dEstale [2J 6. Decedent Died Testate (A~ach~Opvorwil!! o 9.liligalion Proc.eeds Received D 2. SupplomenlJI Return D 4a, Fulure InlercstCo~lpromlso (da!cn!dultaftjjl 12,11-82) o 7. De~odcnl Malnl(Jlnod a living Trust (A"n~h ~ClPI 01111J11) o 10, Spousal Poverty Crodlt Nala o!d.alr,bftwailn 12,31.9\and 1.\,95) (Hf,(I.I: 11~~ll'llI) \/' I liE NIIMOER -l'!_ L_ -2 l_ __ ~{!_ ~ , , "'_ I , . \ ".1 ol ~" I, '.'"' I ~;I lCl/d. ~iII:lJf\ilY NuMIIIH 171-28-01U!) TillS RETURN MUST Bc FII.ED IN DUPlICAlE WIlIlIlIE REGISTER OF WILLS SOCIAl. SECIIRIlY NUMBER D 3. Remainder Rclurn (dalaolllfnlhrrl)(II)ll.li-8/i o 5. Federal Estale Tax Re~!n RequllOd _ 8. Tok11 Number 01 Safe Deposit Boxos D 11. Eloction to llIx under Sec, D113(A) (i\Ma.;h SehO) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDEN1'IAL 1'AX INFORMATION SHOULD BE OIRECTED 1'0: NAME - - COMPLETE MAIl.ING ADDRESS Kent H. Patterson 221 Pine Street FIRM NAME III Apph<abl,' t;: "' !< o ~ " w :li o U TELEPHONE NUMBER 717 238-4100 Harrlsbur 1. Real Estate ISchedule A) (1) 2, Slocksand Bonds (Schedule B) (2) 3. Closely Held CorporaUon. Pertnarshlp or SOle,Proprletorshlp (3) 4. Mortgagos & Notas Receivable (Schedule D) (4) 5. Cash. Bank Deposits & Miscellaneous Per6<lnal Property (5) (Schedule F.) , 6. JOintly Owned Property (Schedule F) (6) D Separale Bllting Requ"ted 7. Inler,Vivos Translers & Miscellaneous Non'PlCbate Property (7) (Schedule Gorl) 6. Tetal Gre.. Anets (Iotallln" 1,7) 9. Funeral E'penses & Adminlstrallve Cosls (Schedule H) (9) 10. Debls 01 Oeeed.nl. Mertgagellabltillas. & lons (Scl,edul. I) (10) 11. Tel.1 Deduction. (Iotal lines 9 & 10) 12. Net V.lue 01 Est.te (line 8 minus Line 11) 13. Charitable end Govefnmen,,' Bequesls/See 9113 Trusls for which an eleelion 10 tax has nol bee" made (Sch.dule J) Z o 5 ;:l t- e:: < u w 0: 14. Net Value SubJect to Tax (line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z o g C. ::i: o u S 15. Amounlol Line 14 taxable alfhe spousal ta, rale. or "ansfers undor Sec. 9116 (a)(1.2) 16. Amounl 01 Line 14 taxabloel lineal rale 17, Amount of line 14 ~1xClble at sibling rale 18. Amounl of Llno 14laKabloatcollateral rate 19, Tax Due x _(15) 397,985,03. ,\ ~(16) X .11 (17) X 15 (15) _ (191 20, [8] CHECK HE~E IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT (8) " (11) 111) (13) (H) 240,000.00 PA 17101 -'-OFFICI!i'L USE' ONLY I 59,706.46 122.581.37 422,287.83 22,480.79 1,822.01 24,302.80 39'1,985.03 397,985,03 23,879.10 23.879.10. > > BE SURE TO AN~WER_All QUESTIONS ON-REVERSE SIDE AND RECHECK MATH (< I.D'(]EEl~!lJ,'r~C:;_O!!'IP!l).!l!"~c!clr,(J,~!;:'~,,__,,_,,__, ',!i;! 11 Mllliif ~:-; .._____.. ?!l..t\1tilI2(lrly'Dr iVll___ _,L~; i1V~2,Ji,l)~""tL.~,' ():~.r~~'-'!l~,_ (~'!'2!.11IJ11 <11 ill C Ollll! y) q11 __ __!~('~I2l.112i~.t:,illll >J . H .. J ' - - .. - - _ fiAi(:----- lIP - _ "'.~~ .__~ f'A ~2.~--.:_-u Tax Paymonts and Credits: I 'lilX DlIlI (PllIJO 1 lillO 191 ?, CrocJllslPaymunls A Spou~f11 Povorly Clodll U. Prim Pnymonls C, Discounl (1) 23,879.'10 30.000.00 Tolal Orndlls (A + B + 0) (2) 30,aaa.aQ 3. Inlnro~VPonnlly If npplicnbla a.lnllJln~1 E. Ponally TolnllnlaresVPonelly (D t E) (3) 4. If L1na 21s greetor than Line 1 t.L1ne 3, enter tha dlfferonce. This Is Iha OVERPAYMENT. Check box on Pago 1Un. 20 to roquost a refuhd (4) 5. If Llno 1 + Line 31s grenler Ihan Line 2, anlar Ihe diffnrenco. This Is Iho TAX OUE. (5) A. Enler Iho inleresl on Iho lox duo. (5A) B. Enler Ihe lotnl of L1na 5 t SA. This Is Iha BAlANCE 01J8. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Old decedent mako e Ironsfer and: Yas No a. relaln Ihe usa or Income of Iho propnrly Iransferred; ........................................................................... D IXI b. roleln Ihe rlghllo desllJnnla who shall uselhe properly Iransforred or lis Incomo; .......:................................ D IXI o. releln a revnrsionary Inleresl; or ..................................................................................................... D 1RI d. receive Ihe promise for Ille of ellher pnymenls, ben^nts or Gore? ............................................................. D 1RI 2. If dealh occurrod afler Dacembor 12. 1982, did decadenllransfer propehy wllhln ana year of doolh wlthoul raoalvlng adaquale considelallon?............................................................................................... 0 1RI 3. Old daoadenl own an "In Irusl for" or payallle upon dealh bank accounl or socurily al his or har doath? .... ............. D 1RI 4. Old dacedanlown ail Individual Reliremenl Accounl, annuily, or olhor non,probata property which conlalns a benoficiary daslgnalion? ....................................................................................................... 0 1RI 6,120.90 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FII.E IT AS PART OF THE RETURN. " . Under ;lonalll1l5 of perjury, I declare lhat I have eXamiflod this return, IncluJII1'J aCl'Ompor\ying schlJdules IJr(J slillCOlenls, And to 1110 bllsl of my kncwlodge llnd belief. il is Irue, cOllect and cOf'llplele Declaral,ooofpreparerolherlhanlhoparsoNllreprosenlahvelsbilsed oonll information ot whlr.h proparfJ1 has any knOl'.le(fgc DATE ~ -1')"0 I 17055 DATE ADDRESS For dalas of dealh on or afler July 1, 1994 and bafore January 1, 1995, Iha lax rala imposed on Iho nol valua of Iransfdrs 10 or for tha usa of Ihe surviving spouse Is 3% [72 P.S. ~9116 (0) (1.1) (I)]. For datas of daalh on or eflar Jonuary 1, 1995, Ihe lax role Imposod on Ihe nel va;'.lo of lransfars 10 or lor Iha use of Ihe surviving spousa Is 0% [72 P.S. ~91 18 (a) (1.1) (illl. Tho ,Ialulo mnol axampt alransfer 10 a surviving spouse from lax, and Iha slalulory roqulramonls for disclosure of ossols and filing a tax relum ara sllll applicable evan If Iha surviving spouse Is the only beneficiary. For dales 01 death on or afler July 1,2000: Tho lax lole Imposed on Iha nel value of lransfors from 0 docaosed child Iwenly-ona years of ago or youngor 01 dealh 10 or for Ihe usa 01 0 nalural paranl, on adoplive parenl, or a slapparonl of Iho child Is 0% [72 P.S. ~9116(0)(1.111. Tho lax rale Imposod on Ihe nel value of Iransfors 10 or for Ihe use of Ihe decadanl's IInoallloneliclarios Is 4.5%. excopl as noled in 72 P.s. ~91t6(1.2) [72 P.S. 99116(a)(111. The lax rolo Imposed on Iha nol volua of trensfors 10 01 for Ihe u,o of Ihe decedenl's siblings Is 12% [72 PS. ~9116(a)(1.3)I. A sibling Is dofined, undor Secllon 9102, as an Individual who has alloaol ana paronlln common wllh Iha decedenl. whelhor by Illood or adoption. "', C}.~ .it SCHEDULE E ~ASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY - -- ~ ~ . -- - .. ~ _:...J FILE NUMBER - UH,II,HH!'....IAlf!lI.'! 1'ltjlnYIVAli;fI INIII!\Ilf\I,'_1 If,. f;lltIWJ III ~;I!I\ Iii Li( {Ll NJ t::;::.:, ':~.4 ..-.-. -. - lOl11EOl' .1Y->JJ~1.1IiulJll~ IlIcluilu Iho plOcoocls ollilii/alion alld Iho dalo Iho plOcaod, wow /ocolVod hy Iho es1i110, All propo~y Jollllly,owlI.d with the (Ight oJ Iurvlvo/lhlp mUll bl disclosed on Sch.dul. F. ---- 11t:M VALUE AT DATE NUI.IBEH DESCRIPTION OF DEATH 1, PNC Bank Accl. No. 21001012956 7,018.75 2. PNC Bank Accl. No. 5070086404 1,658.38 3. CoreStates Bank Acct. No. 1436453273645641 5.000.71 4. CoreSlalas Bank Accl. No, 1436423813642695 10,001.50 5. CoreSlates Bank Accl. No. 1436458223646136 8,013.47 6. CoreStates Bank Accl. No. 1436422583642572 13,023.31 7. Harris Savings Bank Acct No. 31.34.086202 5,013.97 8. Mellon Bank Acct No. 14-A61865.C 5,593.37 9. Household furnishings. see attached appraisal 2,125,00 10. 1968 Chevy Pickup Truck 100.00 11. 1972 Chevrolet Sedan 100.00 12. Pa. Department of Revenue. 1996 tax refund 197.00 13. Internal Revenue Service. 1996 tax refund 1,856.00 14. Cash 5.00 TOTAL (Also enter on line 5, Recapltulallon) $ (I! more apaca Is naadod, Insert addlllonal sheets of Iha 5ama size) _ 59,7.Q6.46 APPRAISAL 'ersonal Propo~y .of}\LM (IV! ::i,l( )/1/' I j I)', 111/ ('!i'/)' P/II//,(:/ll!~_L3~ L.tcl~.:L~ ,~'pralsed by Chuck E. Bricker AU094.L . Date g -/7- LI 7 _. ...u_......_~I!~~_.~.._H._.. .... VALUE . .... ..._H~j!E~-..'..~.~~...~~.~]y~~~.E.. IL~~IJ..i?fl!.Ifj'j!jl]!j~___.. ____.._ 1'll')L(Jp .. }j~.!'.YljJ(.~. /.f ~AL /1. :5 eT _"_'n l'~()LO (~FI!L'2.Ylj::I!~d.~fJg H._._.._.___ _~0'~ ..J.P!'.A!.litd___.- ...____.'/0.,0 '~..LiGI'_L.:Z.~-t'.. 1 i'-,I? __ ____.u.n_ _~~~~~_3/J:,,_1.14;1,_.fkdl!...I1., ::~rl.i:OJ( /llJ.lD (.</.4 Stfef!. _____ -2td.di2. __0((';;[..:.11-- f)!01I-S ___ ... 7 .t,.~1 v /.1-I)Il.> iJ&.fJ!:.. _ Joldtl __O:.r;;...LLJ~1 c't1tJ ,P/, _______..L..9.,L/1 !1i( rt 0 Iv"" t/L .J.C1J!.{ __ I1J II. ~?d:.t>:h) __.__. _f,f.!fJ{J /l/jJ!'171' s<!,r ___~().~!2 '][lc. lI!:!JU, 8~d M, s~'1 .L!!.l:.i.':. 7)!,uNdLt. L3c4 I/o. do Ass/. DI5tlO IJ(:;15 :!?1i-/:?..___j_Ci..tJ,} .i::. 6 01!ff- / (uN j!. (' c LlI-Jtl-. :2 () ov '"7/)7 AI d/!!J)lJ/54 c. ..fsj?Dcl ;<'OCjl.(!';2. 'I(),~V 80b /</.A ."<1- . .26,{)u /:i L""Lf- llu~L _LJJ2fl..WfJ.. fiLl:: 36,OD u/.A- /,:1.. Ai/Jct 'f-L C"L 6R.. 77/'((),(J1! RIZt,UH, LAM P If) l1J rLo'::>~~h" .J.I),/J~ C.v CIZ liD C-(.LJ 6'" / (J. II \ .clfi:(Lf<f 7-1Bif .1- Clf;!t iJ '" 20 J t1v CAe(L// 4w;::<< &;,iJD . oS Ef:J h4C./{IIJ~ ILl, iJO s...:Ji/IJ.4 CLf.8I/-1e'r 75"/00 l3ur;c~T _ LJ-(j aLl .2 /,c:. L/f/, !!.n, 5U//C SLo.IJ.;; 1>1< b (J '-r ;';f IHe!' 1,0. 00 ()(U.J),J.J J-O,o~ I-jI}ff. STl/ M) 30, () 0 j t'jl1f 14&6"5 .IJ(), t>J ('urrc:L218LC ;O,bu_ //ll1"S )0,0,) !Ji:/1 CU4/}(. /0, 0 \) S'CW/;J.j2Z/.j)Jc) L/-o.Q() fLJ:} . _ 3il,Oj) .<U '-;'-~::-:::"" '#i ;U~. Ii 'I ____-:. -- ---- ..---... --1---._- '.' ." ----. ------ -. --- -----. -- ------~ """"'''~.k ((lr_~Wi!;,'illd Itll;! 1-IWj"YIVMjiA Ifj,ill\llfl'iiJ lA', Ii! l~H'j fq "i1d'!! j;[ !'f I'ftll 1<;"i~'{toFill=:.=~--- _____"'...~~~--.,__----~...x.::==t~<e:=;":,:~:_:~~;~~~ l'LllULL1ulllUO S... ____~_.__,______ 1'," ....1 w.. llI'd.jollll wllhlll 011' year olth. d".II'"I', d,l. 01 IIOIlh.1111I1I11 h. f.portell Of' 8<".1101. O. iiURVIVIN(i JOlflITtNAN11') flAM, A. Bevurly L. Rowe o Marilyn K. Pomeroy c Edward ,I. Ward JOINTL Y.OWNED PROPERTY: SCHEDULE F JOINTLY-OWNED PROPERTY ADon~ss 150 Mulberry Drive Mechonlcsuurg, PA 17055 748 Sharon Drive Ml. Joy, PA 17562 282 Green Hili Road Newville, PA 17241 "FIi.ifNuMseR ~ RElA1ION9flif> 10 DECL[JFNl Daqghtor Daughter Son lETTER OAT, DESCRIPTION OF PROPERTY "OF DATE OFDEATlI ITEM FOR JOIN1 MADE Includo name of financial In$lilulion end bank ftc<:ounl number Clt 81mllar Idenlilyl/'ig: number, Mach DATE OF DEATH OECO'S VALUE OF NUMam 1ENANT JOIN1 d~dfOfjo;l1l!y-heldr~lelillllll, VALUE OF ASSET INTEREST DI,GEDENTS INTERFST 1, A. 1990 PNC Bank Accl No. 21001012936 10,009.38 60. 5,004.69 2. A. 1992 PNC Bank Accl No. 21001011097 7,011,62 50, 3,505.81 3. A. 1987 PNC Bank Accl. No. 21001012615 20,074.651' 60. 10,037.33 . 4. A. 1990 PNC Bank Accl No. 210Q1014649 6,024.59 50. 2,512.30 , " . 5. B. 1996 PNC B~nk Aoet No. 21001012659 16,054,25 50. 7,527.13 6. B. 1.988 PNC B~nk Acal No. 21001012985 10,041.09 50. 5,020.55 7. B. 1992 PNC Bank Acct No. 2'100101272 10,202.33 50. 5,101.17 8. C. 1990 PNC Bank Acot No. 503004101 . 714.90 50. 357.45 9. A 1994 Financial Trust Co. Accl No. 1205323 , 7,276.11 50. 3,638.06 10. A. 1990 CoreSlates Bank Acc!. Nc. 1207499030750216 12,003.04 50. 6,001.52 TOTAL (Also enter en line 6, Recapitulation) S 1~2,581.37 (II more sp!lcols needed, insert additional shoals of Iha same size) Continuation of REV.1500 Inhorltanco Tax Return Resident Docodent Wwd, Alrnodn S .l'IJlIllj__.__.____._.____~__.._ Scl1odulo F.2 . Jolnlly.Ownod Prl'Iflorty --- . -------...... (H :~i.l(If'!I()~HJr f'flill'Hil'r' IlllUl (J/11f %01 (JAfl (II UlAlll ,\(1.1 I (If( J(JIl~1 fJI\ll[ IIU fudn 1101111(' (JI 1'11ilI1{iHlln~lilo!H'rllllil blink ucw.;Ill F\lI!lilll)/ ''-'1 ~iIl11!;1I idrl!\tJl~ir{J rliJlnlim AlI,ll:h DAl[ Of \lLA1H (lrCD'~; YMlIf(11 tgP1illll II NM~t JOH~l Otl\l{lklf lomlii"!(lldrf!~1 fl~li,to VAtU! Of A5Sl:l INfrR[Sl {Xc! [J1_Nr'~;lfj!rnr~;! --- ,- . 11. A 1900 CoroStalo6 Bonk AeeL No. 1207503410750661 10,019,94 50. 5,00UB? 12. B 1986 CoraStates Bank AeeL No. 1436457723646086 10,026,76 50, 5,013.38 13. A. 1995 CoreStalos Bank AceL No. 620397'1700398232 5,007.42 50. 2,503.71 14. A. 1995 Dauphin Daposlt Bank Aeel No, 8100600325 60,334.85 50. 30,167.43 15. A, B 1995 Dauphin Deposit Bank Aeel No. 8140003999 25,013.95 33,3 8,329.65 16 A. 1992 Harris Savings Bank Aeel No. 18.63.222186 15,036.18 50. 7,518.09 17. A,B 1995 Harris Savings Bank AeeL No, 31.96.1555657 26,064.64 33,3 8,679.53 , 18, A, B 1988 Morgan Stanley Dean Witter 4,543.12 33.3 1,512.86 AccL No. 410.034516.065 19. B 1995 Franklin Templeton 10,281.47 50. 5,140.74 AceL No. 12900115301 , , . . , SUBTOTAL SCHEDULE F,2 73,875.36 GRANO TOTAL SCHEOUlE f.2 S 122,581.37 ., "," "'''':''k CClMMnl~\\l^l \ Ii I) PI !~lrJi VNM iMIUlIIiW.t 1M H! IliW~ r{r'~IPrlil nri":rrl!.NI ~>. - SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 'f'U1ATEOF ~;l..;..~~~z=..::::::::;:;,~.-.':;~=",":1~':"":;;;:;;:;:'-'':;':'_'" " FilE NUMBER . Wnrd. Almoda.s.. Onbts of docodont must bo roportod on Schodulo I. ITEM NUMBEH A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Myers FUI~er!11 Hqmo 6,707.50 B. AOMINISTRATIVeOOSTS: 1. Porsonsl Roplosonlallvo's Qymrnlsslons Na",~ 01 Po'sOMI RsprQaentaUvo Isl Soolal Sacullty Numoor!sll EIN Numb~r 01 P~rsonal R~pr~santallvelel Slr~ol Mdrass 2. 3. Oily Vearlel Commission Paid: Morn" Fae, Kent H. Patterson Family ."mpllon: (If ci~C~d,nt" odd.." Is not Ih~ samA ~s clalmant'e, attach expl~lWllon) Olalmant Slal~ Zip 11,990.00 Slr~at Addr~ss City Slale zip Ralallonshlp 01 Glalmant 10 Oecadanl 4, Probala Fe~s Register of WI,lIs 6, AnDoUnlanl's Faas 6. Tax Return Prapara!s Faas 7. Howerd's Aooountlng 8. Print a Cheok , 9. Chuok Brloker, Appraisal 10. Bell of PA 11. Patriot News 12. Bell Atlantlo 13. George Ebener Real Estate. appraisal 14. Bell Atlantlo 15. Bell Atlantlo 16. Hoover Engineering 17. Hoover Engineering Deposit for SubdiVision 18, Cumberland Law Journal 378.00 206.00 30.00 60.00 76.44 25.70 18.25 450.00 36,74 80.21 700.00 455.00 70.00 TOTAL (Alao enlol on line 9, Recapltulallon) $ III mora space Is needed, Insorl oddllionol sheals of Iho semo size) 1,2,480.79 ".....""''"!'~~ COMIAO~NkAlll!(lr f'f-NWWI VM~I^ IWIl-HI1ANCr lAX flt.IUHN I rSIl1Hll Pl-I.:U'UH ""'........:::::t;---~ - "fslATEOF .\tl!md. Almeda S. Include unrelmburled medlQII GKpnnlll. ITEM . NUI.1BER 1- Olsten Health Service 2. PP&L 3. Bell of PA 4. Termlnix 5. Olsten Health Service 6. Hospital Bill 7. Internal Revenue Service 8. PApepartment of Revenue SCHEDULE I DEBTS OF DECEDENT, MORTG~_GE ~L~]ILlTI~l~, DESCRIPTION fiLE NUMBER TOTAL (Also enter on line 10, Recapllulatlon) S (If more spaca Is needed, Insert addlllonal sheats of tha same size) -- AMOUNT 398.65 156.93 55.84 67.84 58.75 24.00 900.00 .160.00 1822.01 the eutern boundary of the property at 175 Mulberry Drive and consists of the remainder of the Matthews tract and the house and accompanying out buildings known AS 150 Mulberry Drive (that part of Lot No. 1 on Plan Book 69, page 126 which is on the south side of Mulberry Drive). C. To my daughter, BEVERLY L. ROWE, the shed on the north side of Mulberry Drive and so much of the real property surrounding the shed so that the total value of the real property given and devised to her shall be equal to the value of the real property given and devised to Marilyn W. Pomroy. It is my intent that my daughters receive real property of equal value. My Executors are directed to subdivide such of my tracts of real estate as are necessary to make the within devises of real estate to my daughters. D. If, after execution of this Will, I convey as a gift any of my real property to my daughters, any such conveyances shall be considered as partial or whole sati8faction, as the case might be, of the devises of rflal property set forth in this item, valued AS of the date of conveyance. E. The balance of my real property on the north side of Mulberry Drive shall be sold or divided between my two daughters, at the discretion of my executors. ITEM III - All the rest, residue and remainder of my estate, whether real, personal or mixed of whatsoever nature and kind and Page Two of Five 1,,/'1 /' /'''),'~ ' / L ~, I aUREAU OF INDIVIDUAL TAKES ' 'II...ITA"" T.' DIVISI,," DUll. 1(060) I IIA,",JSBUNO, PA 17118-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVF.NUE ,J CiMA ~/~ NOTICE OF INHERITANCE TAK APPRAISEHENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAR 04-09-2001 WARD 04-16-1997 21 97-0408 CUMBERLAND 101 E~_.=A~~~t ~Mltt~~ - , 1 MAKE CNECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLANO CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWF.R PORTION FOR YOUR RECORDS ~ REv: isi,-;-iX"AFP""i iFiiilriiiifici" "OF " i:iiiliiii rANcE" TAx" iippiIA"isiii€ii'r; - "i.i:owAiicE -OR -"" m"_""" - -"" -" DISALLOWANCE OF DEDUCTIONS AND ASSESSM~NT OF TAX ALMEDA S FIL.E NO. 21 97-0408 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN KENT H PATTERSON 221 PINE ST HBG '1, PA niDI ESTATE OF WARO TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ---- . APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I Est.t. (Sch.dul. AI 2. stocks and Bond~ ISr.hedule 8) 3. Clos.ly Held stock/Partnership Interest (Sohedule C) 4. Hortueges/Notes Receivable (Schedule D) S, C.sh/B.r~ Oeposits/Hisc. P.r~onal Property (Sohedule E) 6. JoinUy Owned Pf~oper'ty (Sohedule f) 7. Transfers (Sohedule GI 8. Tob1 Assets ) CHANGED (1) (2) (3) (41 (51 (6) (7) 240.000 , 00 . O.l!.. .00 .00 59.706.46 122.581. 37 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fun.,'.l ExpensIIIl/Ad... Costs/Hisi:l. Expenses (ScMwl. H) 10. D.bts/Hortg_g6 Liabilities/Liens (Sohadule X) 11. Total Oeductions 12. Net Value of TAX R.turn 13. CharUabl./Govarnllanta', 8aqu8Shj Non-alao'ted 9113 Trusts (Sohedula J) 14. Hat Valu. of Est.t. Subjeot to Tax If an asseSSMent was issued previously. lines reflect figures that include the total of ~ ASSESSMENT OF TAX: l~. AMOUnt of line 14 at Spousal 16. Aaount of Line 14 taxabla .t 17. A.ount of Line 14 .t Sibling 18. A.ount of Line 14 t.xabla at 19. Principal Tax Due NOTE: ,'at. Lin.al/Cla$s A rata rata Collataral/Class Brat. DATE 05-01-1998 lIEtrn'r NUHBER AA270035 + IN"ER~ST IPEN PAID (") 619.30- . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR C~LCULATION OF ADDITIONAL INTEREST. 22.480.79 1.822.01 (1Il (12) (131 1141 (9) (10) UV-li41 n v, lIt-U) ALMEDA S DATE 04-09-2001 NOTE I To in.ur. propar oredit to your account, .ub.it the upper portion of thi. fOl'" "ith your tax pa.YHnt. 422,287.83 24.302 80 397.985.03 .00 397,985.03 14. 15 and/or 16. 17. IB and 19 will returns assessed to date. (15) (16) (1n 1181 .00 x 00 0 H7 . 985.03 x 06 0 .00 x 00 0 .00 x 15 0 .00 23,879.10 .00 .00 119)0 23.879.10 29.380.70 5,501.60CR .00 5.501.60CR IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. IF TOTAL OUE IS HEFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHH FOR INSTRUCTIONS.) AMOUNT PAID 3D'; 000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE RESERVATION I t.t.t.. of decedent. dying on or before Decelber 12, 191r h~ 1f ~y futor. lnt.r..t in t~ ..t.t. t. ttanlf.rr~ tn pOI....ion ar enjoyaont to Cia.. B (oolIBt'r~l) banaflclarl.. of t~ u.o.dtnt aftlr the .xptr.tlpn ~f Iny ..tet. far lif. or far yo.tO, the eo..onwe_Ith hlt.oV &XpreillV rl~rv.. tho right to IPPr.l.. and a..... trlnlfqt lnhltit~. T.x.. at the lawful Clell B (oollatar.U r.t. no any such future 1I1t.r..t. PURPOSE OF NOTICEl To fulfill the roqulr..."ts of SlIotlon 2140 of the Inh"dl;urnla Ilnd Estatt Tel( "Clt, "Qt 23 of 2000. (71 P.S. Sectloo 9lltCd. PA.YHfHll Detaoh the top portion of this Noticl! snd Subllit with your pll'llllont to the RelJhhr of Wllh printed on the rl\flrl' ShM, --.... ehllck or lone'l ordllr ,Iayable! tal REGISTER OF MIJ~LS, AGENT REFUND (eRl 1 A r.fund of /I to)( credit, which Wllll not requ9llhllj on thet Tn)( Ruturn, 1Ir1'1 be requasted by c~1.tinlJ an "ApplioaUon for Rnfund of Pennsylvania Inhl!trJtanoe end Estnt" To)(" (RfV-BBl. AppUclIUons '11'11 IIlvaJ1atJlli ...t thcl Offle. of the Rqhter of Wl1h, any of tho 2:'> Rev9nuo nl!>trlct Officos, or by cIIUlng the ,peo.lal 24-OOur ensWtlr.lng servJc€! for forlls ardftf-Ingl 1~800':'JM-205f)J surv!ces for ta)(ptwnrs with spoc:)al hGarlng find I or Ipettkinp needs: }~800~447-<~OlO ITT llnlyl. OllJECTlONSI Any party In interest not satisfJed with tho tlpprnhuont, 0110lolll0C8, 01' disll.l10tolance of deduotJons, or llueUlHHlt of tal( OneludAog discount or Inter-nO as shoiolo on this Notico 1l\lst objoct within sh:ty (60) days of rClcalpt of this Hl1tiCD bYI --written protost to tho PI. [}oflllrbumt of RevollllO, Paard of Ap!>nftls, nept. 2lH021, Horrhburg, PI. 171Ztl~IOZl. OR --.bction to h!wo the llattDr dflhr.illed at audit of the aoccuntof tho pDrlonol r.pr.untat!ve, OR --apPe.'l1 to tho Orphans' Court. ADHIH. ISTRATIVE CORRECTIONS 1 Factual orrors dlscavured em thIs IIssesll~unt 1I110\)ld be addrQsnd in Nritlng tOI PII Dl!pfll'tllent (If "tvenua, 8unlau of Individual fo)(o$, UTN: Post Assou.unt UDvlew Unit, Dept. 7.81:601, lilltl"hburg, PI. 17128.0601 Phone orn 787-6505. SooO pago 5 of the booklet "Instruc.tions for Illlv.H Ittlnca Tax "eturn for II R..ident o.cedllnt" (!lEV-ISO}) for an (l)(f>la!\Rtlon of 8chllnlstrfltivulv corroatlllblQ orrol's. DISCOUNTl If any ta)( duo is peid within thrlHI CU c~lenclllt' 1I0/ltl1$ uftur th& dllcQQent'R cloath, 1'1 fivlI perClent (Sin dilco1Jr'lt of the tel': petid is allowed. PENA.l TV l The Hit. tllX lIIlI1li1sty non-particlpat.!on penalty Is (;ollpuhd on the toti\1 of thl! tIIlC and lnt.rlut lIuened, Itfld oot paId b.foro Januory 18, 1996, the fh'llt d8'! aftut' the eod of tOft talC fttlne'llty porloel, Thil Mn-pllrticipatlon penalty 15 ftPJlealeble in the SI:'lIlO .OIU1Qlr limd 111 the the sa.... thm Pllriod ftS you would app..l the hI( and Int.r..t that hUll bee" aueued 3$ Indlcotud on thJs notice, IHTERESTl Jntel"ut is charged baginllin9 with first doy of c1elin'luancy, or nine ('II IlLmth.'i and ene 11) day fl'OII thll data of death, to the date af pliy.ent. ~D)(ell Hhlch becl'll!lo delinquent baforfl ,Ianullr'l 1, 1982 bur interellt at the rato of she (61.) p.rcilInt lH~r 8nm". calculflhld at 0 dlllly r~to of .000164. Al1 tfl)(Ii1S which beea... dellnqlHlnt on and after Jllnuary I, IlJtlZ will bear Interost at 0 rate which ~111 VIi"'y froll calendtir 'leal' to tlalenclllr yelllr with that rate annourwed by the PA Departllent of RlIv8nue. T1l9 appllcablo intflrCtlit ratell for 1982 throulJh zoo 1 Ire I V."r Interest Rata [lolly Intllrut facte,r Voar Intorost Rato Da 11 'I hterest factor -- 1982 20% .000548 I?'n 9t. .0002(,7 1983 16% .0004311 1?93.-l994 7% .000192 1984 11% .000101 ICJ9!J-IlJ9ls 91. .000247 1985 13% .000356 199'J 71. ,000192 1986- 10% ,000Z74 ZOOO 8% .000Z19 1987 91: .000Z41 2001 9t. .000247 1988-1991 lIt. .000l0i --lnt.relt Is ollllculated ., follows: INTEREST = BALANCE OF TAK UNPAID X NUN8ER OF DAYS OELINQUENT X DAILY INTEREST FACTOR n"n'l NotJc' luuad after the talC bIlClO.U dellmlllent 101111 "lIftllflt an Interest calculation tc fiftH" (15) day, beyond the date of U.. aluJu'hnL If pll'lflent 15 .ade .fter the Intfl-l'lIlt COllllutatlon date lhuwn on the NOtlOlo, additional Jnterut IlUlt ba tll'llcuhtad, PAVHeHT I DttlOh the top pottlon of thl, Hotlol and .ubI~t with your paY'~nt ,ade Payable to the n... end addr... prlnttd on thl rever.. 11dt. n "II<I o~I'Qk or ~ney ordtlt payablt tal R~GISTER OF WILLS, AGENT. REFUHD (CR)I A refund of 8 tlK orldlt. whloh 101111 not reque.ted on the T8~ Return, ..y b. rlquestld by o~pl.tlng an "AppllClIlUrm for R,fui'ld of Pt"nlyhlanln Inh,,'lhnoll and f..t.tt Tax" (Rf.V*1313L AJlpHcatlon. art 8"allebl. at tht Offlol of the Righter of NUll, 8ny of the 23 RI'IlnU4 Distriot Offlol' or froll the DepartMnt's 24"hour anlwlrlno ..r"loA for for"l ordetJn'iIl 1.aOO~36Z-Z0S0, ..rvlcGI for tBKpRyerS wHh ,peclal hoarlng and I or Ip..klng: n.edsl 1-800'"447-3020 ell only), REPLY TOl Questions rlgardl"g errors contained Qn this notloe should b. addressed tOI PA Dep~rt~ent of Revenue, Bureau af Individual TaMes, ATTNl Post Au'u~8nt Review Unit, Dept. 280&01, Harrisburg, PA 17128-0601, Phone (117) 787-6505. DISCOUNT I If any hM due is paid within threo (3) calendar .onths aftlilr the decedent's death. a Hve peroent (S%) dhcount of th. taM paid is allowed. PENAL TV I Th9 lSr. taM .Inesty non~partlcipatlon penalty Is co.puted on the total of the tax ftnd Int8r81t 'SI8SS,d, and not paid bftfore Januar!.' '18, 1996, the first dilly aftel" the end of th9 taM IIMnesh partod. INTEREST I Interest it ohar"ed beginning with first day of delinquency or nine (9) aonths and one (1) da!.' froa the date of death to the date of pa~lnt. TaMe, which becaalil delinquent before Janusr!.' 1, 1982 bear inter.st at the rate of ,1M (6%) percent per annua oalculated at 8 daJly rate of .000164. All t8Me8 whJnh beca.e delJnquent on and .fter Jartuar!.' 1, 1982 wUI bear Intlilr..t at a rate whloh wUl vary fr~a oalendar year to calendar year with that rate announced b!.' the PA Depart~ent of Revenue. Th~ applloablo Interest rates f~r 1982 through 2001 are, '!!!! Interelt Rat. Dail!.' Interest faotor ~ Intere.t Rete DeUy Interest Faotor 1982 20% .000548 1992 OX .000247 1983 16% ,OOOU8 1993-1994 1% .000192 198" 11% .000301 1995-1998 91: .000241 1985 13% .000356 1999 7'1. .000192 1986 10% ,000274 2000 8r. .000219 1987 9% .000241 lOOI lJ% .000247 1988-1991 11% .000301 --Inter..t .is clll!ouieted ., followll INTEREST = BALANCE OF TAX UNPAID X NUNBER QF DAYS DELIRQUENT X DAILY INTEREST FACTOR RwAny Notice Jnuee! "Her tho blJ< beoo... delinquent wJlI refleot 110 Intere.t t101culaUon to Ofteen OS) deys beyond the date of the a..eu.eot. If ply.ent is IIl1de eftar thl Interest coaputaUoo dete .hown on the Notice, additional Jnt.re.t .ust be oaloulllted. P.t.YMEHT I bttKh thl tQp porUon of thl, HoUca .00 ,ubtillt with V~r pay..nt .ad.- ~avable to the n..e tnd Iddr... printed on the rever.e vllle; -- Hake ohlck or IIIOnUY ord.r peYlble tOI Rf.OISTER OF WILLS, AGENT, REFUND (CRI, A refund of a tl)t credit, Klllch tlftS not requelted on the Tax Return, Iii be requested bY oOllPleUng In "Application for Refund of PtnnsYlvanla Inheritance ftnd E.tate llx" (REV-1S13l. Application. .re available at the Office of the Raglst.r of Nllla, any of th. 23 Rev.nu. Ol.trlct Offlc.s or fr~ the Dopartl4ntll 24-hoUr anlwerlno service for for.. orderlngl 1-800-362-2050, service. for tlxPDvers'wlth sp.clel hl.ring and I or Ipeeklng nledsl 1-800-447-3020 (IT only). REPLY Tal Questions regarding Irror. oontained on thil notice should be addreslld tOI PA DepartM.nt of R'v,nue, 8ur'lu of Indhdduel Ta)(.~, ATTNl POlt A.......nt R.vllw Unit, PIP\' 280601, HalTlsburg, PI. 17128-0601, Phone (717) 7&7-6S0S. rnscOUHT I If any tax due i. paid within thr.e (5) oal.ndar .onths after the dlcldlnt'. d..th, a five peroent <5%1 dl.count of the tax paid II allowed. PENALTY I The 15Y. tax MOnty non-partlelpetloll Plilnnlty is cOMPutlld on the total of the tax and Intlrlllt au....d, and not p.l~ bI~or. Janu.ry 18, 1996, the flrlt day after the end of the tax ..n'lty Plrlod. INTEREST I Int.r..t it charoad beginnIng with firlt day of dtllnqullncy or nlnl (91 1l0nthl and one (1) day frOll the date of death to the datil of pay.ent. Taxel which blo,." delinquent be far. January I, 1982 bllar Inhrut at the rata of .Ix (6%1 perblnt, per annuM oalculatld at a dally rate of .000164. All taxII. which b~c..a delinquent on and attar January 1, 1~82 will bllr' Inhr..t at a rah whloh will "'lIry frOM oahndar year to onllndar yaar with that rat. ennounood by the PA nllluu'hllnt of Rlvenu.. Thll applloabh Int"..t rat.. for 1982 through 2001 ar" Y.!!! Interest Rlllte Oftily Intorelt Faotor ~ Interelt Rata !!,!llY Inter."t Faotor 1982 20% ,00050\8 191)2 9Y. .000247 1985 16% .0004]11 1'~CJ!-ICJ94 n .000192 1984 llY. .000301 199!i-199& 9X .000247 1985 l!X .0003\;6 1999 7X .000192 1986 10Y. .000274 UIOO ex .0002ICJ 1987 9Y. .GOOl47 lOOl 9:1. .00ott,7 198&-n91 HX .000301 --Int.raat I. oaloulated ,. foHowl1 INTEREST . BALANCE OF TAX UNPAID K NU"BER OF DAYS DELINQUENT K DAILY INTEREST FACTOR uAny HoUoe IlIued after t.. tax blOOHI a.lInq'...nt wlll rafllot In lnter..t caloulation to fifteen (15) dly. beyond the date of tn. ........nt. If FlaYMant II lIade after the lntlrut coaputaUan nate .hoMo on' the Notte.., addU \onal Intlr..t Mutt bl oalcul.t.d. IS: (7f-.t BUREAU OF INDIVIDUAL TAKES If\HERITANCf UK IIIVIGIOH DtPT. 180&01 IlARIHSBURG, PA 171lft~060) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE G WI INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TnUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN U~.l"~ u." III.nl '1.1 Q4-02-2001 WARD 04-16-1997 21 97-0408 CUMBERlANO 171-28-0199 97133068 E~~~~~'''un\~~ -'l MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TO: AlMEOA S BEVERLY l ROWE 150 MULBERRY DR , MECHANICSBURG PA (1(~~5"0000 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ .....,..--............................................................................-.......................................................................................................--........................................... REV"1604 EX AFP (12"00) .. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS .. DATI! 04-02-2001 ESTATE OF WARD ALMEDA S DATE OF DEATH 04-16-1997 COUNTY CUMBERLAND FILE NO. 21 9"-0408 ADJUSTMENT BASED ONI ACN 9713306B ~I :1 'I '1 S.S/D.C. NO. 171-2B-0199 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTIONI PNC BANK ACCOUNT NO. 21001012615 TYPE OF ACCOUNT I () SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 10-21-1987 Account Balance .00 NOTE I TO INSURE PROPER CREDIT TO YOUR Percent Taxable X. 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX Debts and Doductions .00 PAYMENT TO THE REGISTER OF ~ILLS Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X ,06 MAKE CHECK OR MONEY ORDER PAYABLE Tax Dua .00 TOI "REGISTER OF WILLS. AGENT." TAX CREDITS: PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (" ) ~ ~~lU TOTAL TAX CREDIT iALANCE OF TAX"DUE INTEREST AND PEN. --;'OTALDUE-- . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF AnDITIoNALYNTERThT:--'--~ ( IF TOTAL DUE IS LESS THAN n, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" YOU HAV DE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOHS,) (eRI, PAVNE"TI DetlHJh thl topportlon of thh HotlCI and .ublU with your plty"nt ..d. p.~.b1e to the n... and 8ddr... prJnted on the ravlr.. .J~. h ",U chtck or .on.y order PIVlibh tOI REGISTER OF WILLS, AGENT, REFUND lCR), A r.fund of ~ t~~ or.~lt, whioh WIS not r.que.t.d on the T.~ Return, .IY b. r.quested by oO'PJetlng an ftAppllcIIUon for Aefund of PennsylvlnJa InhflrHance and E...b T.~" (REY~l:513J. ApplIc.tlonl are Iv.Uable It the Offloe ~f the Regllter of Willi, any of the 23 Revlnue Dlstriot Offlool or fro~ the P'Plrt.ent'. E4.hour an.werlng urvlce fOl' for~s ordertn", l-aoOw.!.62w2050j 'IrvlclS for ta~plyer. with 'Plolal heAring and I or .p.aklng nleds' lw80Dw447w3020 lTT only), REPl V TOI ou..Uonl regarding "'rOf'S contained on this noUoe Ihould be addreued tOI P^ D.part.ent of RI1.I8nue, Bur.4'lu of Jndlvldual Ta~el, ATTHI Po.t A....s..nt R.vi.w Unit, Dept. 280601, HarrJsburg, PA 17128.0601, Phone (7171 787w6505. DISCOUNT I If any tlX due Is paid within, thrla (3) calendar .onths after the deoedent's death, 8 five pero.nt (5%) di.count 'of the ta~ pn1d I. allowed. PEHAlTVI Th. 15% ta~ ~o.ty nonwpnrtlolpfttlon pennlty Is cOMPuted on the total of the tax and lnt.rest .....s.d, and not paid bafor. January 16, 1996, the first day after the end of the tax ollne.ty period. INTEREST I Interllt 11 oharged bealnnlnA with flrllt daY of dellnquenoy or nine (9) lanths and one (1) day frolll the dati of death to tnll date of pay.ent. Taxe. whloh becell. deUnquent before January 1, 1962 beftr Interut at the rat. of. 11~ (6%) percent per annuli cRloulated at a daily rat. ,of .000164, All ta~.. whJch b.~... delinquent on and after January I, 1982 will bear Int.r..t at ~ rate whloh will vary fro. c"lendar year to calendar y.ar with that rate announoed b~ the PA DepartRon~ of R,v'nue. The applicable Int.r.lt rates for 1982 through 2001 are' !!!r lnterolt Rate Dally Jllterest fentor !!!! Iriterest Rat. OaUy tnterut fflctor 11)62 20% .000548 1992 9% .1'100247 1983 16% .000U6 1993~1994 7% ,000192 1964 11% .000:501 1995w199& 9% .000247 1965 13% .000356 1999 7% .000192 1986 10% ,000274 2000 8X ,000219 1981 9X .0002(17 2001 9X .000247 1988w1991 il% ,000301 -wIntarelt 18 caloulated a. followll INTER~ST . BALANCE OF TAX UNPAID K NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any "otlce luued after' the tax beClO..' dellnqu.nt will reU.ot In Int.r..t oalculatlon to flft.en (151 day, blyond the date of thl I.r.".ent. If plY.lnt In Slade after the Interest oOllputatlon dtIte .hewn on th. "otlo", , Il.klltlonal Inter..t .Ult be oaloulated. r-'"'' _.",~n~~ ~....._ 7~ /S /7 f- G COMMONWEAL TH OF PENNSVI. VANIA DEPARTMENT OF REVENUE " / '* 8UREAU OF INDIVIDUAL TAKES IHtll::HIlANCr U)( IlIVISIOH IlfPl, 1I10601 HAlunS8URn, 'III 17lZ8.0hOl BEVERLY l ROWE 150 MUI.BERRY DR MECHANICSBURG INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 1../ 1f~.IU~ U I" tll.OQl III I, 04-02-2001 WARD 04-16-1997 21 97.,0408 CUMBERLAND 171-28-0199 97133069 E- _~l"i~t 'iia.!(tt;d_ 'l MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.lMEIIA s PA'17055-0000 (:1 J TOI P~"l"~~~"~~"J"~!~""~!~~__.""..~___"~"~!~~"~"~~~~~"~~~J"~~~.!:~~"_~~~~""~~p"~~~~""_""_~.____""".._"____"""" REV-l&04 EX AFP (IZ-00) .. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS .. DATE 04-02-2001 ESTATE OF WARD ALMEDA S DATE OF DEATH 04-16-1997 COUNTY CUMBERLAND FILE NO. 21 97- 0408 ADJUSTMENT BASED ONI S.S/D.C. NO. 171-28-0199 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 97133069 FINANCIAL INSTITUTION I PNC BANK ACCOUtH NO. 21001014649 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING (I TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 04-20-1990 Account Balance .00 NOTE I TO INSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions ,00 PAYMENT TO THE REGISTER OF WILLS Taxeble Amount .00 AT THE ADDRtSS SHOWN ABOVE. Tax Rate X .06 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due .00 TO: "REGISTER OF WILLS, AGENT. II TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+1 AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) TOTAL TAX CREDIT BALANCE OF TAX DUE --.---.- INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONACINt'EREsr-;--'.' ,---- ( IF TOTAL DUE IS LESS THAN U, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REflECHD AS A "CREDIT" YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH fOR INSTRUCTIONS.) ~oo .09-. .00 .. .00 ICR), PAYMENT 1 Detach the top portion of thl. HoUee end ...blllt with ~our p.~..nt, IIltde pavabl. to the ntH 8nd Iddr... prlnttdon the rtv.r.. tide. u Hilke oheok or IIOMV oretar paVlble tal REGISTER Of WILLS, AGENT. REfUND (CRll A refund of . t.x oredl', whloh WIC not request.d on the rax Return, lIay be r.que.ted by o~l.tlng ~ "Applloatlon for R.fund of Penn.ylvlnl~ Inh.rltano. and Estate r.x~ (REV-13l3). Applicltluns .r. Ivallable It the Office of the Reotst.r of Wills, .ny of the 23 R.vanua District Offlo.. or froll the Dtpart..nt'. 24~~r ,nlwerIng servlc. for farll. ord.rJnSII l-8UO~362-2050, .ervIce. for taxpay.rs with splclal he.rlna Mnd I or .petking needsl 1-800-447-3020 (IT onlyl. RePLV TOt QUelltlon. rlglrdlng Clrror'. oontalned on thls notice should be Iddre...d tal PA Dlpart..nt of Revenue, lur...., of Individual Taxe., ATTH' Post As.e.s.ent Review Unit, Dept. Z8060l, Harrl.burg, VA 17128~0601. Phone (717) 787-6505. OISCOUNT I If any tax due i. paid within three (3) oalendar lIonths aft8r the deoldent's death, . five peroent (5~) dlsoount of the tlX paid i. allowed. PENALTY, Tht 15% tax ..nl.ty non-participation Pln.lty I_ cOlIPuted on the total of the t.x .nd int.r..t .......d, tnd nnt paid blfore Janu.ry 16, 1996, the first d.y after the end of the t.x ..ne.ty period. INTERESTl Intere.t I' c"'rged beglnnlng w1th flr.t day of d.ljnquenc~ or nJne (9l .onth. and one (1) da~ fr~ the dati of delJth to 'the dab of payont. Tax.. whioh beoa.. delinquent before January 1, 1982 bear Inter..t at the r"t. of SIK (6%) pero.nt per annUlI oaloulat.d at a delly rate of .000164. All texes whJeh bee... delinquent on Ind Ift.r Jlnuary 1, 1982 wJIl bear inter..t at B rate which will vary fr08 calendmr Yllr to eallnd.r ye.r with that rate announoed by the PA Depart.'ot of Revenue. The applicable Int.re.t r.t.. for 1982 through 2001 .r'l '!!!r !!l!!.!:!!!.J!!.!! Dally Int"lIt Flletor ~ Int.rost Rate D.lly Interu~ 1982 20% ;000548 1992 9X .00n247 1983 16% .000"'38 1993-1994 n .000192 1984 11% ,000301 1995 ~ 1998 9;': .000247 1985 13% .000356 1999 1% .000192 1986 10% .000274 2000 ax .000219 1987 9% .000Z47 ZOOI 9% .00j)241 1988-1991 11% .000501 --lnt.,lIt Is ollloul.ted .. follows, INTEREST . BALANCE OF TAX UNPAID K NUNBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR ~~Any Nntloe I..ued IIftor the tax beoOMe. delinquent wJ1J r.fl.ot an Int.r..t oalcul8tlon to fJftlon(151 d.~. blyond the date of the ........nt. If paY"lnt Is .ad" after the Int.r..t cOllputatlon date .hown on the Notloe. arldJtlonal Interest IIU.t b9 oalculated, PAVMENTl o.tlnh the top port ton of thh NoU~. Ind ,\.IbItU \lUll. your Ply.ant lllad'PIVlblt to tha n... Il'id .ddrl.. prl"t~ on thl river.. .Ida. .;~ Milk. ohlok or MOnty prdllr plyllbla tOI REGISTER OF WILLS, AGENT, REFUND (CAll A rtfund of I tell ortdJtJ whloh w.. not r.qu..hd on thtl Till Rotllrn, illY be rlque.tad by eOllphtlne en "Applle.tier. for Aafund of hnnly!vanle Inhlrlhnat Ind E.teh Tall" (AEV-13131. Applleatlon. .re .Y.I1~l. .t the OUlol of the Rlghtl" of Willi, any of the 2S RIYlnul bhtriot Offlol. or froll the o.p.rt..nt'. 24~hour an.werlng .ervlol for forll' ord.r!nSI 1-800-362-2050) ..rvJ098 for t~llpayor' with .peolal he.rlne and I or ,plaklng needll IkBOO-~47~3020 (IT only), REPLV TOI oo.,tloI15 rellardlnll .,-ror. contained on th! 8 notloe .hould bl Iddrulld to, PA Deplrtunt of Revtnu., lur.au of Individual T811e., A1TMl Po.t A.....llent Review Unit, Dlpt. 1.80601, Harrl.burg, PA 17128-0601, Phone (711) 761-6505. Dr SCOUNT , If .ny tlk duo I. ~.Id within three (3) oalendar Months .ft,r the d.owdent'. ~ath, 0 five p'r~ent (5%) dl.oount of the tax peld II el1owlld. PENAL TV, lhtt 15% tax OIIlfle.ty non"pertlo!petion penel tv h OORPUtlld on the totl'll of the tax end inter..t .......d, and not paid before Januar~ 18, 1996, 1ha firlt day after the end of thft ta~ a.nelt~ period, IHTEREST, Int.r..t 11 ellarllld bogionlng with flret day of deUnqu.noy or nIne (9) .onth. end one 0) day frOll the date of die\h to thl date of pa~lIent. TaKe. whioh beoa.e delinqulnt before Jlnuer~ I, 19&2 belr int.re.t at the rete of .IK (6%) plrotnt per 8nnUll oaloulated It a daily rate of .000164, All teKI, whloh b.o... delinquent on and .fter January 1, 1982 will belllr Interest at a rat. whloh witt varY froll OllhlOdar y..r to oalendar y."r wlth thlt rete announced by the PA Dep.rt..nt of Revlnue, The ep~lieable Intere.t retl' for 1~82 throuuh ZOO 1 ere, 't!!r lntlrtlt R.te DailY Int.r..t feotor :!!!r Int.rut Rat. DailY Jnter..t feotor 19B2 20Y. ,000548 1992 9% .000247 1983 16% .000438 1993-1994 11. ,000192 1984 11% .000301 1995-1998 qYo .000247 1985 13% ,000356 1999 7% .000192 19&6 lOX- ,000274 21100 8f. .000219 1981 9X ,000Z41 2001 91. .000247 19&&-1991 11Y. .000301 ~-I"hr..t I. oelouleted .. follows, INTEREST . BALANCE OF TAK IINPAID X NUMBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR -~Any Hottoe t..ueij .ftar the tlX be00a8S delinquent wIll r.fleet en intereat oalout.tion to flft.l" (IS) daYI beyond the de" of the a......ent. If pay..nt 11 lade Ifter the Interut cOllpuhUon date .hown on the Notlc., Iddltlonal t"terest Rust be caloulat.d, 15"-17 f-b COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ('/ * BUREAU OF INDIVIDUAL TAKES INHfRITAHt[ Tlk DIVISION lJtPl. 7.80601 HARRISBURG, PA 11128-0601 BEVERL V L ROWE 150 MULBERRY IlR MECHANICS BURG UIHERI'rANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATI! OF DEATH FILE NUMBER COUNTY SSN/DC ACN c, 1I~1"~ u~" IlI.UI 'I: 04-02-2001 WARD 04-16-1997 21 97-0408 CUMBERLAND 171-28-0199 97133071 F-~=?~unt _~.:I.tt'~---=I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WIllS CUMBERLANO CO COURT HOUSE CARLISLE, PA 17013 ALMEDA S PAI17055-0000 1\',\'1, TOI CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ..... ............ ...... ................ .......... 00___...... n.. ............ ............. _... ......___ ...... ___ _.._...... ...... .............. ................... ........... ................. ...... ................................. REV-1604 EX AFP (12-00) .. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS .. DATE 04-02-2001 ESTATE OF WARD ALMEDA S DATE OF DEATH 04-16-1991 COUNTY CUMBERLAND FILE NO. 21 97-0408 ADJUSTMENT 8ASED ON: S.S/D,C. NO, 171-28-0199 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 97133071 FINANCIAL INSTITUTIONI PNC BANK ACCOUNT NO. 21001012935 TYPE OF ACCOUNT I ( ) SAVINGS ( I CHECKING ( ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 02-11-1990 Account Balance ,~. NOTE: TO INSURE PROPER CREDIT TO YOUR Percen't Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subjact to Tax .00 OF THIS NOTICE WITH YOUR TAX Dabts and Deductions ,00 PAYMENT TO THE REGISTER OF WILLS Texable Amount ,00 AT THE ADDRESS SHOWN ABOVE. Tax Rete X .06 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due .00 TOI "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) TOTAL TAX CREDn BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AfTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITf6NiJINTERES~"-' ( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED. If 'rOTAL DUE IS REFLECTED AS A "CREDIT" YOU NAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS, I .00 =1 _____J:_J (CR., PAYHEHT I Detaoh the top portion of this Notioe an~ .ubMit with your pfty..nt lade paY.ble to the 0'" tnd addre.. printed on the reverIe dde. -- HaKa oheok or MOntY order PflYflble tal REGISTER OF WILLS, AGENT. REFUND (CRll A refund at e ta~ credit, whioh was not reque.ted on the Tax Return, aay b~ requested by c~pletina en "A~llcatlon for Refund of Pennsylvania Inheritftnce end Estftte Tax" (REV-13131. Application. are available at the Office of the Regl.ter of Wills, any ~f tho 23 Revenue District Off Ie.. or frOM the Depart.ent', 24Rhour answerIng .ervlce for forM' ordering I 1~800~362-20501 JarvJces for taKpayers with special hearlnw end I or .peakJng n.edsl 1-800-447-3020 ITT only I. REPLY TOI Que.tions regarding errors f,ontftJnad on thJs notio. should be .ddressed tOI PA Departeont of Revenue, 8uresu of IndJvlduftl TaK.., ATTN: Po.t A.......nt Review UnIt, Dept. 280bOl, Harrl.burg, PA 17128~0601, Phone (717) 787-6505. DISCOUNT I If MY tax due is paid NJthln three (3) oalendar nonths after the decadent'. deftth, a five p.rcent (5iO dhcClunt of the tax paid II alloNed. PENAL TV: The 15% tax Hnuty non-participation penalty is COMputed on the total of the tax end Jnterest lueued, and not paId before January 18, 1996, the first day ftfter the end of the tax aMnesty periOd. INTEREST I Intere.t Is oharged beginning wJth fJrst dfty of dellnquenoy or nine (91 Months and one (ll day frOM the date of dtlth to the date of paY~ent. Taxes which beca.e delJnquent before January 1, 198~ bear Interest at the r.te of six (6Y.) peroent per annu~ oaloulftted at a dailY rate of ,000164, All taxes whloh booa.e delinquent on and aft.r Jlnuary 1, 1982 will bear Jnterest at a rate which wJIl vary fto~ calendar year to calendar yeaf with that r.te .nnounoed by the PA DApart~ent of Revenue, The applicable Interest rates for 1982 through 2001 dre' ~ Interest Rate DaJ1y Inter..t Faotor :!!!r Interest Rate Ually Inter.st Faotor 19&2 20% .000541' 1.992 9% .000247 1983 16% ,000"38 1993-199/, 'X .000192 1984 11% .000501 1995-1998 9% ,000241 1985 U% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1981 9% .000241 2001 9% .Ol'l0f!47 1988.1991 11% .000301 ..!otere.t h oaloulat.d .. follows I INTER~ST . BALANCE OF TAX UNPAID X NUNBER or DAYS DELINqUENT X DAILY INTEREST FACTOR ."Any ffoUoe IIIU4Id after the hlC beuoa.. delinquent wUI refleot an Int.re.t o81uulaUon to fifban (lSJ day, beyond thl date of the ........nt. If pay..nt is _ade aft.r the Intere.~ co.putation date ahown on the Notloe, Idditlonel inter..t lust b. oalculated. '1 I 5- I;; cf- (, BUREAU Of I~DIVIDUAL TAKES IHtfHUTAHU 'A)( IIIVlstOH OCPT, 160601 HAIJRIS!URO. PA I71ZIl~OMI COMMONWEALTH O~ PENNSYLVANIA llEPAR'fHENT OF REVENUE v j *' INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATf! ESTATE OF DATE OF DEATH FILE NUMBER COUNTY S9N/DC ACN S 1f~.U9i II "1 Clr.UI BEVERLY l ROWE 150 MULBERRY DR MECHANICSBURG 'Ii 04-02-20C1 WARD 04-16-1997 21 97-0408 CUMBERlANO 171-28-0199 98112026 F":-":'!~~~n,,\]:iili,!~d--':::.:J L___,_____,__.____.,__J MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 TO: ALMEDA PA.! 17055-0000 (\, ~Y_l_~~~!!~_!_~!~__~!~~_______~____~_~!~!_~_~~_~~~_~~~!-~~~-!:~~-~~~~--~~~-~~~~------~-------------------- REY-1604 EX AFP (12-00) .M INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST DATE ASSETS .. 04- 02-2001 ESTATE OF WARD S DATE OF DEATH 04-16-1997 COUNTY CUMBERLAND ALMEDA FUE NO. 21 97-0408 ADJUSTMENT BASED ON: S,S/O.C. NO. 171-28-0199 ADMINISTRATIVE CORRECTION 'JOINT on TRUST ASSET INFORMATION ACN 98112026 ,I 'I I I I I .1 I I FINANCIAL INSTlTUTIONI HARRIS SAVINGS BANK ACCOUNT NO. 18-63-222186 TYPE OF ACCOUNT, I) SAVINGS I ) CHECKING I ) TRUST I Xl TIME CERTIFICATE DATE ESTABLISHED 07-15-1992 I I , I II I I I I I I I I I I I I I I I I ~ I Account Balance .00 NOTE: TO INSURE PROPER CREDIT TO YOUR Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subjact to Ta~ .00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions .00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Dua .00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITSl PAYMENT RECEIPT DISCOUNT 1+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) ---- L-- TOTAL TAX CREOn ,00 BALANCE OF TAX DUE .00 ~~_T~~..s_T_Atl~ PE~_" . 00 TOTAL DUE ________u_____, ____~JUl._ . If PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN U. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTEP AS A "CREon" (CRI. YOU HAY BE DUE A REfUND. SEE REVERSE SlOE Of THIS fORH fOR INSTRUCTIONS. I PAVMENT I DetlllOh'tM top portion of thh Motloe and .ubIIH' wJth your p"!i.ent ..d, paYable to the! n... It1d tddr... printed on the rever.. elde. titi "tite oheok or MOney ordtlr payable tal REGISTER OF WILLS, AGENT. REnlNO lCR)1 II refund of " h\x oredlt, which wall hot requested on tho Tflx Rt.turn, 1I\8Y b. requQNt.d by (lo.pleUn" an "Application for Refund of Penn'Ylvnnla Inherltanoe end f.etat, 18K" (REY-1313J. Applloatione Ir. _v.llabl. at tha OffJae of the R'lIht.r of Wills, any of the 23 ReVllnue Ohtrlot Offio.. or- froll tho nIPnrt..nt's 2ft"hour enlw.,'lnll lervlcl fol' forMs orderlnOI ItiIlOO-362-2tJ!i01 lIervloOf for h)(peyers with IPeolal hlllrlng end I or ,peaking needll l-aOOti44r-30l!0 (TT only). REPLY TOI Qu..tions regarding errorl oonhined on thh not hID should he addr....d tClI PA Deparhllnt of R.....Ol./tl, Bureau of IndividUal TeX8s, AnNI Po.t ""UI..ent R.vlew Unit, nepL 280601, Ilarri.burg, PA 17128ti060i, Phone (717) 787-6S0&. DISCOUNTz If any tel< due 11 paid within three (3) oelandnr lIonthl after the d.aedent'. death, n #JvI peraent (5);) diloount of the ta~ pa1d 1, allnw.d. PENAL TV I The 15% ta~ "netty nan-partiolpatlan penalty is oo.puted cm the total of thl tIlx and Intere,t ....II.d, and not paid b.for. January 18, 1996, the flr8t day aft.r the Gnd of the t~x alnesty p.riod, INTEREST f Int.,'ut Is charged beglnnina .,Uh flrlt day of dellnquenoy or nine (9) .onths and on8 (1) day frail the date of death to the date of paY.flnt. Taxes whJoh becn.e delinquent before January 1, 1982 bear Interelt at the rate of .Ix (6%) peroent per annuli caloulated at a dally rate of ,000164, All tax81 whiah beoa.. d.ilnqulnt on and aft.r January I, 198Z will bear Iflt.rest at a rate whlth wUI ...er)' frOM oalendar year to o.lender yetlr with that rate eonounaed by the PA Depart..nt of Re...enulI. The applicable internt rat.. for 1982 through 2001 ani ~ Int.rut Rat, DailY Inter.et F.otor Y.!!! Interest Rate Dally 1nhrllt faotor 1982 20% .000548 1992 9i: ,000247 1983 161: .000438 1993-1994 1% ,000192 1984 11% ,000301 1995-1998 'Ii: .000241 1980 13% .0005S6 1999 1% ,000192 1986 10% .000274 2000 a% ,000219 1987 9Y. .000Z47 2001 91. .000Z47 19a8~1991 11% ,000301 ~~Int.r..t 1. oalculeted 81 foUoW"1 INTEREST . BALANCE OF TAK UNPAID K NU"BER DF DAYS DELINqUENT X DAILY INTBREST FACTDR ~~AnY Notlae II'lIed .fter tha t8X b.OO.1I1 delinquent will raflect an Int.r'lt caloulatlan to ,Ift.en (15) day. beyond the date of the .........nt. If pay..nt Is .ad. mfter the Inter~.t coaputatlon date Ihown an thY Notlae. additloo.l Inter..t IIU.t he calculat.d, PAYI'tENTI DetltClh the top portion of thh NotJo.- .nd IUbIIJt wJth your pay..nt lIad. pllyable to the nID .nd addr.". printed, on the r.vnri. .J~. ~~ "MI, cheok or .OUIY order payable tOI REGISTER OF WILLS, AGENT, REFUND (CR)I A r.fund of a tax or.dlt, which was not request.d on the lax Return, .!IIY b. requGlt.d by cOlpi.Una an ~Appllcatlon for Refund of PennSYlvania InherJtanoe and Estate Tllx" (REV-1313). Application, are ,av.lllbl. at the OUleo of the R.ghter of WHis, any of the 21 R.venlle DlatrJot Offices or fro. theO,part.entls 24"hour an,,~erlng ..rvlce for foru ordlilrlngl 1~800-36Z-Z050, ..rvlo81 for taxpay,rs with Ipeclal hurlna and I or .peakJna nelldll 1-800-447-30Z0 nr only). REPLY TOl Questlonl l"1Ig8rdJng errors oontftln,d on this notloe Ihould be addressed tal PA Oeparhlllnt of Rllvenu., BureDU of Indlvldual Taxu, ATTHI POIl-t A...ltSllent RevJew UnJt, J)epL 280601, Harrhburg, PA 17128-0601, Phon. (717) 787~6505. DJSCOUNTl Jf any tax due 1$ paid within thr.e (3) ollend.r _onths .fter the deogdent's death, n fIve porcent (5%) dl,c~Jnt of the tax paid hallowed. PENALTYI The 15% t.x ..nesty non-partlcJpatJon penalty l~ co_puted on the total of the tax and Interlllst allellld, and not paid blfore January 18. 1996, the fJrst day after thR end of the tax a.nesty perJod, INTEREST I Jntere,t I. charged beginning with firnt d.y cf dellnquenoy cr njn~ (9) Months and ono (J) doy frOM the date of death to the ~ete of p.y~ent. Taxev whioh beca.e delinquent before January I, 1982 bear Interest at th. rate of .J~ (6~) percent par annuli calculated .t a dally rate of .000164. All taxI' whloh beoa.o delinquent on and .fter Jtmt,lary 1, 198Z will b....r Interest at a rate which will vary fro. oalendar ye"r to calend.r year with that rllte announoed by the PA Depart.ent of Revenue. The .pplicab1e interest r.tes for 1982 through ZOO) srll !!!!; lntere.t R.!i! 2!!J Y Intere.t Factor :!2!" Inhlrut Rate Daily Jnt9r..t Fllctor 1982 ZO% .D00548 1992 9~ .000247 1985 11,% .000458 1993-1994 7% .000192 1984 11% .000301 1995-199& 9% ,000241 1985 13~ .000356 1999 7% .000192 1986 10Y. .000274 2000 8% .000219 )987 9% .000Z47 2001 9% .0002(,7 J988~1991 1l~ .000301 -~lnter..t 1. Clllculatld a. followsl INTEREST . BALANCE OF TAK UNPAID K NU"BER OF DAYS DELINqUENT K DAILY INTEREST FACTOR ~~Any Hotlce luued lifter the t.x b8COtle' dnllnquent will refleot an interest caloulation to fifteen (5) days beyond the date of the a......"nt. If pay.ent is lIade after the interut oOIlPutatlon date .hown on the Notloo, addJUonftl Intel'est .uIl bo r.elcl\jlatod, PAVftEHTI Dtteoh ttle top portion 04 thh Hotio. .nd .aU with your pay..nt iliad. pay'IH. to ttM nlll' .nd MIdI.... printad on tn. r,v.r.. ,ide. -- "akl ohlOli. ot ItOt'\iIV ord.r payabt. tOI REGISTER OF WILLS, AGENT, REFUND (CRJI A rafund of II t'l( or.dJt, whlah W'1l not raqU4lltod on tho Tex Rahlrn, Ill.V b. r.qua.tad by oo~~..tlnt 1m "ApplioaUon fQr Aefund of PennsYlllanl, Jnherlt'Ma and Elt.te 'ax" (REV~1313)' ~ppUoaUon' (dr. 8"'IUlbl,'lt the Offici of th. AaSll.tlr of Wl1lt, any of the 23 Revanue Dhtrlot OHio.. or froll the b.p.rt.ant" 24-hour ","wering IIrvlo. for foru ordartng1 1-&00";\62-20501 lIr-vlou for h'Kpavar. with ,pAohl Maring .nd I or .p"tdng naad'l 1-1\00.447.3020 fTT only). REPLY TOI Qu..Uone r'''flrding .rrurll aonhln.d on thh notlo. should be addr....d tal roA DfpllrtHnt of A.",enue, Bureau of Indlvtdu,1 Tax.., ~TTHI POlt A.......nt Rlvlaw Unit, Dapt, 280601, Harrl.burg, PA 17128-0601, Phont (7171 767-6505. DISCOUHTI If ."y tal( due Is paid within thr'l 131 cahmdar 10nUlI nft.r the d.o.""nt'. dtath. . tlv. parclnt l&iO dhc:ount of thl t'l( paid i. allow.d. PEHALTV I The lSX \1)( HOe.ty non~rlarttcipetlon penftlb h cOIlputad on tho total of th. hw and inter...t .......d, .nd not p.id before January 18, 1996, thll first d.y "ftar the and of the tftX a"na'ty period, JNTERt:STI Intarut h charlleu Pellinnlnll w.lth fJr.t dflY gf daUnquenoy or nlne (91 80nth8 and on. 01 day fr08 the data of d.ath to the daht of "ay..nt. Tal(O, whloh buo... dallnquunt before January I, 1982 bear lntar.st .t the rat. of she {6XI plrcent Par aMu" caloulat.d at . daily rata of ,000164. All talC.. whloh b.o..s delinquent on end after J.nu.r~' I, 1962 will b..r tntarut .~ a rato which will vary frOll caltmdar ys.r to calandaf y..r with that rnte announctd bll the PA Dlpart..nt of keve"u.. Th. apllllonhle lnter"e.t r.t.. for 19112 through 2001 .re, Y.!!r lnter"t R.to D.lh Inhre.t focte,," Y.!!.r lnt.rlllt Rat. Dally Inhrast Faotor 1982 20X .000546 1992 9% .000247 1933 16'1. ,00043& 1993"1'J9ft 7'1. .000192 ICJ84 11% .000301 1995.1996 9% ,000247 1985 ,15'1. .000356 1999 n ,000192 1986 10% ,OO027ft 2000 8'1. .00021'1 1987 9% .000247 2001 9;': ,000247 1988-1991 11;': .000301 M-Intara.t " oalcul.ted .. fOl10WSl INTEREST = BALANCE OF 'l'AX UNPAID X NUKBER OF DAYS DELINqUENT K DAILY INTEREPT FACTOR --Any Noth,e lUlled aft.r tho till< bloo'" d.lIntlUant wlll fefl.ot an lnt.,.a"t calculation to flft.en /151 day, beyond the dl1te of th_ nu.,...nt. If pay.ant lit .8th. IIft.r tho Into."..t 1l08putfttlon ltat. .hown on the NotlclJ, addltlonlll Intar..' 8U.t b. cQloulnhll1. t:~ " I 't)- ! 10'- \c' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ". (./ "I~/ " BURE~U or INDIVIDUAL TAKES I NlltR I TAijCf TAil DIVlSIOH 01'''', 1MbOI tlAMRISIUMO, f1A 1111.8-0601 'liI INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE llF DATI! OF DEATH FILl! NUMBER COUNTY SSN/DC ACN IH IU_ U liP III u) BEVERLY l ROWE 150 MULBERRY DR ( . MECHANICSBURG PA :lJpSS-oooo 04-02"2001 WAR/J 04-16-1997 21 97-0408 CUMBERLAND 171-28-0199 97124207 E==:_~~"O"~~.~Ri~'~~~;~'::'::~~1 Al.MEDA S MAKE CHECK PAYABLr. AND REMIT PAYMENT TOI REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RE'l'AIN LOWER PORTION FOR YOUR RECORDS ~ ............ ........ __ __.,.... ........ _..____.. Of ......_.... ....... ___...... __ ................... ................. ............................................... ........ ....... _..... __ ....,............................ REV-1604 EX AFP (12-00) NN INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST DATE ASSETS NN 04-02-2001 ESTATE OF WARD ALMEDA S DATE OF DEATH 04-16-1997 COUNTY CUMBERLAND FILE NO. 21 97-0408 ADJUSTMENT BASED ONI S.S/D.C. NO. 171-28-0199 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 97124207 FINANCIAL INSTITUTION I FINAlICIAl TRUST COMPANY ACCOUNT NO. 1205323 TYPE OF ACCOUNT 1 ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-01-1994 Account Balence .00 NOTEI TO INSURE PROPER CREDIT TO YOUR r..rcent Ta"ftble X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Ta" ,00 OF THIS NOTICr. WITH YOUR TAX Debt5 and Deduotion5 ,00 PAYMENT TO THE REGISTER OF WILLS Ta"able Amount .00 AT THE ADDRESS SHOWN ABOVE. Ta" Rata X ,06 MAKE CHECK 011 MONEY ORDER PAYABLE Ta" Due ,00 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS I PAYMENT RECEIPT DISCOUNT (+) -_..----~----- DATE NUMBER INTEREST/PEN PAID (- ) AMOUNT PAID --'-- TOTAL' TAXCREDiTl= -- . O~ BALAifcEOF.TAXiiuE------:Oo -INTERESTAND-PEN.- ------.~o n._ 'TOTAL-OUE---- ----,--- - . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCUL ATION OF ~ODITIONAl IHTERESf~ --." ,-,. __._..........._____LOO__ ( IF TOTAL DUE IS LESS TH~N n, NO PAYIIENT IS REQUIRED. IF TOTAL DUE IS REFI.ECTI'D AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PAYMENT I IMt..oh tM top portlon of thh Notlo. Ind lublllt .,lth your pIYIII.nt .ade PIYlble to tht 01"1 and Iddr... print'd on the rlv.rl'l' .Ide. -- Make oh.ok or "OOttY orUer payable tOI REGISTER OF WILLS, AGENT. REFUND (tRll A refund of a tel( credit, ",hioh "'as not requuted on th. Tal( R.turll, ,.ay bg reque.tod by OOllphtlnD an "Applloation for M.fund of Penn.Ylvania Inhef'ltan04 and Eltato hI(" (REV~1313). Applioationt Ir. Iv.11lhlt .t the Off 10' of thl Righter of Wllh, In!t' of th_ 23 R.venue Dhtrlct Offlolll or froll the DepartHnt'. 24~haur an.werlnD .ervlcl for for... orrlerlnlll 1-800-362-2050, IOrvlcCls for tel<payers with IPlolal hlarlng and I or sp.aking n..ds, 1-800-441.3020 CTT only). REPLY TO, Quutlon. regarding .fTorfl oontnlned on thh noUoe .ho\>ld be nddreued tOI PA Departllent of Revenue, aur.au of Individual Tnl<l$. ATTNl Po.t b......nt Review Unit. Dept. 280601, I'tarrhburg, PA 17.128-0601, Phone (717) 787-6505. DISCOUNT I If IIny hl( due h paid wlth.ln three (Sl calendar "onth. aftlr the docedlnt'. death, a five percent (5:0 dIBoQunt of the tex paid Is allowed. PENALT'(1 The 15% tal( Dfine.ty non-partiolpatlon penalty i. oo"puted on the total of the tax and intere.t ~..e..ed, and not paid bllfore Januar'y 18, 1lJ96, the first day nfter the end of the ta)( a.ne.ty perJod. INtERESt I Interllt h charged beginning wUh fJrfll day of doUnqulln<iy or nJne (I)) "onths and one Cl) day fro. the date of death to the date of pay..nt. 'faxe. whloh beoa.e delinquent befnro Januery I, 1982 bear Jnbrut at thl rat. of ,b (6iO percent per annUlI caloulftted at ,. daily rate of .000164. All ta)(oll whloh lIee".e deUnquent on and after Jam..ry 1, 1982 wll1 bear Intere.t 1It a r..te whlnh w111 vary froll oalendar yel.tr to oalennar Ylar with that ratc> announoed by the PA Depart.ent of Rev.null. The applloable Interelt ratu for 1982 through 2001 arlt ~ Intarfl,t Rate OaUy Intere.t Faotor ~ Interest Rate Dally Interest Factor 1982 lOX .000S48 1992 9:': .000247 1983 16% ,000438 1993-1994 7f. ,000192 1984 11% .000301 19~5-1998 9X .000247 198!i BY. ,000356 1999 7f. ,000192 1986 10% ,0002"14 2000 8% ,000219 1987 'II. .0011247 2001 9% ,000241 1988-1991 11% .000301 ~-lntere.t h aalouhlted .. folloWl1 INTEREST " BA1.ANCE OF TAK UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTERE&T FACTOR --Any trotlce luued _f1tH' the tal( beoOlll.. delinquent wIll refleot In inter..t oaloulotloil tn fifteen US) dft)'. beyond the date of the uuou.ent. If pa~'llent h ...de after the Intere.t OOllPutaUon date Ihown on the Notice, additional Intore.' "Ullt be oaloulntlld. PAYMENT I Detach t~ tOP portion of this MOttoe Ind .~it with ~our pa~-.nt .ade paYable to to. na.. and ~ra.. printed on the ray.r.. .I~. R_ KIk. check or _on.y ord.r payablo tOI ReGISTER OF WILLS, AGENT, REFUND (CRll A refund of a tex credit, whioh was not roqug,ted on thD Ta~ Return, .ay b. requo.ted by a~pletJng an "Appliaation for Refund af Pennlylvania Inherltanoe and Estate Tax" (REY-1313). 'PPllaatJon. are availlble 8t tM OHio" of the Reghter of Ifllll, any of th. 23 ReVetll,18'Dhtriot Offlaes or froll thl DepartMnt" 24-hour .,....e"lng .ervice for forlls ordering I l-&OO-362-2050J undoes for ta~pay.rl wUn speciel Mering and I or .peaking needs I 1-800-447-3020 (TT onlY), , REPLY TO, Q~.tion. regarding errors contained on thl. notice should be addressed tOI PA Departaentof Revenue, Bureau of Individual Taxes, ATTNl Post A8......nt Review Unit, D.pt. 280601, Harrisburg, PA 11128-0601, Phone (717) 787-6505, DISCOUNTl If any tax due 18 paid wIthin thr.e (3) calendar .onths after the dec.dlllt'. death, a five par08nt (SiO dhcount of the taM paid is allOWed. PEMAlTYI The 15~ tax aane.ty non-partlclpatlon penalty is oo.puted'on the total of the tax and Int~r..t alsl..ld, end not paid hefore January 18, 1996, the first day after the end of the tax allnesty periOd. INTEREST I lnterlst II ohar"d beginnlnswlth fir,t day of delinquency or nine (9) aonthl and one (1) day frOM the,datl of death to the date of pay.ent, Tewo$ whloh booa.~ dellnqu.nt befor8 January 1, 1982 bear intere.t at the rate of alw (6%) plroent par annu. calculated at a dally rat. of .000164, All ta~.1 which beOalO ~llnquent on and .ft.r January 1, 1982 will bear int.rest 8t 8 rat. which will vary froe oalendar year to oalendar year ..ith that rat. announced by the PA Depart..nt of Revenue. The applicable intar..t r~tes for 1982 through 2001 Qre' Y.!!! Intere.t Rate Dally Interelt f'actor Y.!!! Interellt Rat. Dally Inter..t Faotor 1982 20% .000548 1992 9~ .000247 1983 16X ,000438 1993:"1994 7~ .00019t 1984 1'a ,000301 1995"1998 9X ,000247 1985 13X .000356 1999 7% ,000192 1986 10% .000274 2000 8~ .000219 19&7 9~ .000247 2001 9% .000247 1988-1991 11% .000501 --lnt.re.t is oalculat.d al folloWI' INTEREST 0 BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT K DAILY INTEREST FACTOR ....Any Notice i.'l~d aftor the taw beco..s delinquent will refleot en Interest oaloulatlon to flfte.n (15) day. beyond the date of the ......aent. If paYMent Is .ade after the lnter..t coaputatlori date ~ on the NoUce, edditlonal Int.,'..t lIlt.t he calculated. PAYMENT 1 Detach thttopPor''tlon ,of thit Nottee ailtl .UbJlJt with your pay..n't .ad. pPltyable to the nilie-and l!Iddr'.~' printed onthe'reV.r.e ,ide; -.. Hake ohlck or .oney orderpayablll tOl REGISTER OF WILLS, AOENT. REFUND (CRll A refund of e tax oredit, tIlhloh was not requested on the Tax Return, Ilay be f-equested b~ oOlllphUng an ".pp1ication for Refund of P.nnlYIV8nta lnherltonce and Estate Tax" (REV-1313), Applications are avaJjabl..t the Off'oe of ,the Register of Wills, any of the 23 Revenue 111striot Officestlr froll the tlepa.rtunt's 24.,hour answering service for forlls orderlngl 1-800-342-20501 servloes for te~peY8rS_ with speclel heertn~ and" or speaking neodsl )-&00-447-3020 (TT only). REPLY TOI Questions regarding errol's conhdned on this notice should b9 addressed tOI PA Depilrtllent of Revenue, Bureau of Indlvldu~l Ta~u, ATTNl Post Asse8SlIent Review Unit, Dept, 280601, Harrisburg, PA 17lZ8-0601, Phone (717) 787-6505. DISCOUNT 1 If any tax due Is p~ld within three (31 cnlendar aonths after the decedent's death, 8 five percent (SX) discount of the tu~ paid is allowed. PENAL TY 1 The 15% -ta~ a.nasty non~P8rt1olpeUon penal ty Is cOMputod on the total of the tax and Interest anuned, elnd not paid beforG JenuQry 18, 1996, the first dllY after the end of the tax alllnesty periOd. lNTERESTl Int8rest is charged beglnnlng with first day of delinquency Of' nine (9) Months and one (1) day frolll the date cf death to the date of paYMent. Ta~e& whloh becsllG delInquent before January 1, 1982 bear Int8r~st at the rate of six (6~) percent per annUM calculatod at 8 dally rflte of .000164. All h~lts ..,hieh becHe delinquent an end after JanuarY 1, 1982 wl~l beer lntarest at a rate ..,hloh ..,111 vary froQ calendar year ta oalendar year with that rat. annmlnced by tho PA nepar'-Il1nt of Revenue. The appllcl!lble interAst rate!; for 19&2 through 2001 arCll Y.!!! Interest Rate Dally IntereRt Factor :!!!r Interest Rate DallY Interest Faotor 1982 20% .000546 1992 9% .000247 19&3 1b~ .0004~6 199~~19CJ4 7% ,000192 1984 11% .00O~01 1995-1998 9% ,OD0247 1985 13% .0003~6 1999 i'% ,000192 1986 lO~ .000274 lOaD 8~ ,000219 1981 9Y. .000247 2001 9% .000247 1988-1991 ll~ .000301 --lnterut is caloulated ., follows; INTERE~T = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notlno I.sued after tho tax becoae. delinquent will reflaot an lnterest caloulatlon to flfteon (IS) d8Y~ beyond tha dote of the l'ISSRSllllent. If paYIllDnt is .adD aft.., the interest co.putation date sholtn -.':In tha Notioe, additional interest .ust La oalculatad. " PAVMENT I Detaoh t~ t~ portion of tilt. Notlo. and .ubIIH with your- PIYMnt lade palfMila to the nue Ihd Itddr... printed on the rayer.. ,ide. ~- "ak. oheck or IIOnay order ".Ylblo tOI REGISTER OF WILLS, AGENT, REFUND (CRlI A r.fund of . telM oredlt, which wa. not requested on the TaMR.turn, .ay be teq\lested by co.pl.Ung an "Application for Refund of Pennsylvania Inheritance and Elt.te T.~" (REV~1313l. Applications are .v~11able at the Office of thaReglstar of Willi, any of the 23 R.venu. Dlstrlot Offlo., or frOM the Depart.ant', 24"hOur anlwa"lnQ'.ervlce for forI' orde"lngl 1-800-362.Z0~OJ services for t8~paY.rs with special IMlrlng and I or .peaking ne.dll 1~800-447-3020 (rT only). REPLY TOI OUeltlon. regarding errors oontainBd on this notl~8 should be .ddr....d tal PA Dep~rt..nt of Revenue, Suteau of Individual T8~'s, ATTHl Post Aal8SSIIent Review Unit, Dept. 280601, HarriSburg, PA 17128~0601, Phone (717) 787-6505. DISCOUNT I If any tax du~ i. paid within three (3) oal'n~r eonths after the decedent's death, II five peroent (SYoldlloount of the te~ paid II allowed. PENAL TV I The 15% tax "ne.tY'nun-partioip~tlon penalty Is COMputed on the total of the tax Ind Inter..t a~"I.ed; and not paid before January 18, 1996, the first ~ay after the end of the t.~ alllnesty periOd, INTEREST: lntere.t Is charged bfloinnlng with flrat day of dellnqlKlnc~ or nlnQ (9) eontha and one (1) day froll the date of death to the date of paYllent, hxe. whloh beea., dellnquent befcre Jlmuary 1. 1982 bear interest at tne rate of ,Ix (6~) percent p.r anmlll (;Dlculatlld at a dally rate of .000164. All taxu whlct. beCl'IIKI dtUnqulnt on and after January 1, 1982 Nl11 Pear Inter..t at a rate which will vary frOM oalend.r year to calend.r year with that rat. I . announced by the PA DeJllrtlll.nt of R,"entlo. The applloab18 Int.r.st rates for 1982 through 2001 arel ~ In'tere.t Rate Dally Intere.t faotor :!!!r Interest Rata Dilly Inter.at Factor 1982 201. .000548 1992 9% .000247 1983 16% .000438 1993.1994 7'1. ,000192 1984 111. .000301 1995-1998 'II. .000247 1985 13% .000356 1999 7% ,000192 1986 10% .000274 2000 8% .000219 1987 9~ .000247 2001 9X ,000247 1988-1991 11Y. .000301 ~-lntere.t il oaloulated as -Iollowll INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notice i8.Uld after the tax blOC'" delinquent Nill refl~ct an interest ~lloul.tlon to fifteen (lS> d.ys beyond the date of the ..'8....nt, If pay"nt I. lade after the Interest cOIllJlutatlon date shown on the NotlcQ, additional Intere.t .ust be oaloulated, " PAV1I!NT. Detaoh the top portion of this HoU"1 and .ut-.Jt .,Uh vour Plyant ..a. Plylb.. tu tM rlIQ Ind IIddr... printed on the r.vlr.. .ide. If RESIDENT DECEDENT ... chtClk or IIOn'y IJrder paYlbie tal REGISTER OF tfILLSJ AQENT. If NOH-RESIlIENT DECEDENT ,ake oheck or IIOO8Y order ply.bi_ tOl COHHONWEAL TH OF PENNSYLVANIA" REFlIID (CRh A rdund of . tex credit, whloh we. not requelted on the T.~ Retu,'n, ..y be t.qullted by c<*plltlno In "Applio.tion for Aefund of Penn.vlvanla Inherit.ncI end Elt.t, T~M" (REV-131!J, Appl!oatlons at. IVIIlabl, .t the Office of the Rlgi.t't of Will., nr,y of the 25 Revenue Di.triot Offic.. or frOM the Depart..nt'. 2~~hoUr enewlrlng ..rvloe for forI' ordering: 1-8008562-2050, ..rvic.. for tlxpayer. with 'Plcial hearing and I or ~eking need., 1-800~447-5020 (TT only), REPl Y TOI Questions regarding errors oontalned nn this netloe .hould be .ddr....d tOI P^ DepartllOt of Revenue, Bureau of Individual T.~.s, ATTNI Po.t A'.'I.~nt Re"iew unit, ~pt, 280601, H.rrlsburg, PA 17128.0601, phon' (717) 781-6505, DISCOUNT : If any tlX due il paid within three (3) calender Month. after the ~.o.d'nt'l death, a five peroent (iX) dl.oount of the t.~ paid l~ allowed. PENALTY, The 15% t.~ enne.ty non.partlclpation penalty i. COMPUted on the total of tho ta~ and int."e.t a.....ed, and not paid before J.nuary l~, 199~, the first day after tht .nd of the ta~ a.nesty p.riDd. INURESTl Inter..t 11 charged beghming wJth fll'lt day 00; deUnqullncy, or nino (9) .onthl and ona (1) day frOll ttM date of death, to the d.te of pa~..nt. Ta~el which bee... delinquent before January 1, 1982 hear intereat at the rat. of .IK (6~) plrc_nt per annUM ca10ulated at a daily rat. of .000164, All ta~" which bee... delinquent on .od .fter January 1, 19112 will bear intere.t at a rate which wUI vary fr~ calendar ~ear to calendar year with that rate announoed by the PA Depart..nt of Revenue. The applicablu lnterelt rete, for 1982 through 2001 arel Year Int.rest bte D~JlY Interest faotor Year Int.,'..t Rete Dally Interut Faotor 1982 20% .OOOS411 1992 9>: ,000147 1983 16X .000438 1993-1994 1% ,000192 1984 m .000301 1995-19911 9~ ,00OZtt7 1985 13% .00n356 1999 7i': ,000192 1986 10~ ,000274 2000 8% ,000219 1987 9X ,000247 200J 9~ ,000241 19811~1991 11% .000301 --Interest Is oaleuleted al followll INT~REST . 8ALANC~ OF TAX UNPAID X NU"8~R OF DAYS o~LINRUEHl X DAILY INTBREST F.aroR H~AIlY NoUoe luued after the ta~ beflOlfIS dellnquent wlU refleot an Jnterest o.loulaUon to fiftHn US} cNY' ,"yond the dale of the lUI.IUMent. If paVlllnt 11 eftde after the interes\ OOllputaUon date .hewn on the Noti<le, adfll"Jonal Interest .U5\ be <lfllculot8d.