HomeMy WebLinkAbout97-00433
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4.043533
DEe 30 1996
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No,
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COMMONWEALTH OPPENNSYLVANIA' DiPARllAeNT OF HULlll. VITAL AeCORDS
CERTIFICATE OF DEATH
I I
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INHERITANCE TAX RETURN
RIlSIDENT DECEDENT
COMMONW'AL1H 0/ "NNSYlVANIA (TO BE FILED IN DUPLICATE -', J
OfPAR1MENT Of REVENUE ..
HA,,'se'\l:~, ~~0n1".()601 WITH REGISTER OF WILLS) COll~lTY CODE
'fO N"~ NAMT'{alT. 'UIR AN-O MtOOlf 1Nifi1"1l - --. =moo rJ! f-OHlT'S (OMmn "'O-tlAfS~'- .
SCHMIDT Mary '1'. JI!O'; CdndJl!\ ight Dl":ivo
~ 'OCIAISICURllYNUMIII]OAlImOUTH O"'fO'II~ffi~--- Camp Hi J 1, PA 17011
ill 168-42-7366 _12/26/96 2 2:1 06 1J CU'i'berland ------,
~ I" """""''''''''HO "OVII" ".....'''", '"'' 'HO .'00" 'H'''''' 'OCIA~"CURllY HU:._~~___ 'MOUN ""'V'O 1m 'N"'UClIO"',
~ III 1. Orlglnol R.'vrn [J 2, Svppl.m.,,'al R.,urn 0 3, R.malndor R.'vrn
,,:5" 110, do'.. 01 d.alh p,la,'o 12,13.82)
lr.1~ [J d. Lltnll.d Ellal' D4Q. Future Inl.r..' Compromis. 0.-;, federal E'fall Tax Return Required
!i! 9 (la, do". of d.olh ok" 12.12.82)
u.. (JI 6. Decld.nl Died Tlltat. 0 7. D.c.d,nt Malntolnod a ll",lng Trull JL 8. Total Numb.r of Soft D.po,11 BOXI.
IAhach copy 01 Will) {Allach copy 01 lrvll)
----- 'ALL CORRUPONDINCI AND CONPIDINTIAL TAX INFOiMATION SHOULD.BI DIRICflD TO.
fh i NAME ~ COMPlfTE MA!lt~1O ADDRESS
=li! Michael L. Bangs, Esquire 302 South 18th Street
81t "'!PNON'NU.'" Camp Hill, PA 17011
( 717 I 7~O-7310
ItEV.1500 EXt 17.9~1
15~ f \'C, -;')
.
'OR DATIl 0' DlATH A"U 12/31 /Ill CHICK HIli
II A SPOUSAL,
,~I,l_~!,R.!!.~II.IDIY "_C~IMID [.I
PILI NUMIIR
C)'/
YEAR
4]J
NUMBER
.
51
5
!
Ie
1. R.al Ellul. ISch.dvl. A)
2, Slock. gnd Bond. {Sch.dvl. 81
3, Clollly H.ld S.ockIPartn",hlp In',,,'' fSch.dul. C)
4, Mortgag.. and Nol.. R".lvabl. (Sch.dvl. 01
S. Cash, Bank Deposit, & Mllcellaneoul Personal Property
{Sch.dvl. EI
6, Jolnlly Own.d P,op.rty ISch.dvl. PI
7, Tronll... (Sch.dul. GIISr.h.dvl. L)
8, Tolol G'OIl All,'.llolal Lln.. 1.7)
Q, Funeral bp.n.", Administrative Cosh, Miscellaneous
E.P'nl" fSc".dul. HI
1 0, O.bil, Martgag. LlobUIII.., lI.n, ISch.dvl. 'I
11, Tolol O.dvctlon, 110101 Lln.. 9 & 101
12, N.. Valv. of E,'al.ILln. 8 mlnVllln. 111
13, Cha,llabl. and Governm.n'ol 8.qv..il ISch.dvl. J)
14, Net Value Sub er.t to Tax 11In. 12 minus Lint 131
15, SpoVlal 1,anll... 110, do'" of d.al" aker 6.30.941
See Instructions for Ar.pllc:able Percentage on RClvtrtt
Sid., (Indvd. valv.. rom Sch.dul. K 0' Sch.dul. M,)
16. Amount of lint 14 to Kable 01 6% rat.
llnclude value. from Schedul(j K or Schedule M.I
17, Amount of lint 14 taxable 01 15% ral.
(Include valut. from Schedule K or Schedule M,I
18, Prlnclpal.a. due {Add '0' 110m lIn.. IS, 16 ond 17,1
19, Credits Spoulal Po....rly Credit Prior Paym.nts
$0.00
I
i
8
g
Inl.r'll
Dllcount
(191
(201 '
+ +,.
20. If lIn. 1911 gr.all'lr than lln. 18, .nt.r th, diff.rence on line 20. This Is Ih. OVEAPAYMENT.
riD
21. If lIn. 181s 9r.01er than line 19, enl.r Ihe:iiffertncu on Line 21. Thi. i. the TAX DUE,
A. Enter thelnt.retl on th. balance due!')n Une 21A.
8. Enl,r Ih,tolol of lIn. 21 and 21A nn Lint 218. fhll I. Ih. BALANCE DUE,
~ake ChIck PQy~bl~ tOI. A.'IIII'" of Will., Ag,"t
ChNk 11l'fl! If ybu ore .equt'$llng a refund of ol,lr overpayment
121) _
f21Aj
12181 _
$ 7 , 290 . 90_______
_ ~ > - 8E SURE TO ANSWER ALL QUESTIONS-ON REVERSE SIDE ANOTO RECHECK MATH <( <(
Under penahle,' of pllr jury., I d.cla7e'liWli~-y~- ~c~mi~~d1iliS;~lvr~~~~f~~ii~g-;;-cc~~-p~~yTr;g- s(h;d~I-~-;-;;;lllolem~;;t;~-ci~dlO-"I~ be,j-oTm"y r~~;-itdge- o~d-b~"li~f;
,lis Irue, corre,-, olid.complete. !L.d~are thai 011 rtlal eslole hOI befln reporled ollruI market yolue. Dlldorollon of preparer olher Ihon lh. per.onol r'pre.enlOllye il
~~~o:;on ,N~~~;'~';*,~"Lk-"-"A~~i~~r------~------------- OAT! .---
_ ' '/' .,/-f> ,,;:u 19';5 13riilJ,T.liffo Blvd., Whoiltc;n, .II. 60187 .' W'?
0;10 ~uitl ADf)~E~S -rco-t~,XecutuI ) .. " OAT __h
3805 CilnclJe] i CJhl I)rivo, CCI[~p HL1:.\, PA 1701J31/.z/!IJ-_____
17011 9/8/97
POOl Omce 8<>. 1103
Valley Po","
Pennsylvania 19482
THMm~(~9~R.
FebrullrylO, 1997
Michael L, Bangs
302 South 18th Street
Camp Hill, PA 17011
RE: Account Valuation at Date of Death
Dear Mr, Bangs:
I am writing with regard to your request for a valuation of Mary T. Schmidt's and
John A, Schmidt's accounts as of December 26, 1996, I have listed below all of the
Information you have requested.
Fund Name and Account Number
Shares
Owned
Share Accrued Total Year-to-Date
PrIce Interest Account Accrued Interest
Value as or December
26' 1996
$26.46 $55,418.14 $3,898.25
$10,25 $148,68 $29,895.50 $1,088,65
Vanguard/Wellington Fund
A/CN 990 1135923
Vanguard Fixed Income Securities
Fund-ONMA Portfolio
A/CN 9901135923
Vanguard Windsor" Fund
A/CN 9901135923
2,094.412
2,902.129
2,662.490 $24.23
$64,512.13
$4,477 .45
If you have any questions, please feel free to contact me at 1-800-345-1344, If you
have TouchTone'" service, please press I, followed by my extension, 8633, and your call
will be directed to my desk.
Sincerely,
"
Darwin Dudek
Registered Representative
DD/caa
I. VANGUARD
: FLAGSHIP
SERVICE
UNISTATEMENT
- ....-..
ACCOUNT 077~-0128
ATl!MEIH PF.RIOD ~
~~/96 TO 12/3'19~~
() ~., If ~r:; H
Y A~G\':L (.\- t... \ c;,
') Zt.B 7-'
~~, CIC BR TIP DISP ZW ENC
SUMMARV OF AGCOUNTS r!':iJ.}1f,~t~~llft',j1!J~~';t~i):~~~"\Wt~:~'m.w:~W~~i'rlI~t~~M--n.~W~-
DEPOSIT ACCOllIHS BALAHCE ct ~j~~
(LIIB SO IHCOI1E CHECtlt!G HCCOlll1T 3.702.Ji> _r::..J~c'" ~
STnrEllElIf SflVllWS ACCOllUT -c ).E""'~' -::::.. .. e~07'3)" .:7302..
(\;Rl i\ lcmlS m-llf.:l'U,ll' ,. ~UII. 9U
CORESTATF.S BANK
PO BOX 7616 f.e.01-04-03-31
PHILADELPHIA PA 19101-7618
"AGE 1
~State !l
.. .........
....-..
.. ..........
MARY
JOHN
3605
C AI~P
T SCHMIDT, OR
A SCHMIDT
CANDLELIGHT DR
HILL PA 17011
CORESTATES UPDATE """;2',;'-""'-1I";,,""t,,'~J;'<i'1"'''''''''''','\~7'''i~",'!'''''''''''~'I!11.',~i'<1:~.~~~'" "'''''i'mlVl'l!';;"''''1ll''':-~
, ., ...__..,~,,' ....,_._, ,',,!",,,-, ~.,y,__:~~,., ''''_-<... ,,_, ';':';ji,c _,-; ",-_~h-.:'- _,'"h~~'_"-'-\:'_'."""_-"':'1,.il,..;>;>.--...,,'?i'rj;-'...,_, 1fJ.~li.J~04.. ,..:,);.'...,-;,.-,)<, ,;..,.,un"..,.;:.;..-r'.f. ,',. ,.,
'. ' .. _ ... , ,_ .~. ...-'_ __,'/'1_.,' _,v. .,..',..;.,.....____~. ,'~, _ ",,---.- .......n ....,.. .<._._,i."._.-_._....., --:n.."",_,c.~..".". ,-,.,,'t~I'N_ ._:;;r't..._..,,~ y.., ""t_.-- ,J-,' ,
TOTAL
U.93&.28
NOH IIntlOGlIlG YOUR mmlCES eAN BE EASY AIIO COHVEtIlENT WITH PC BAtlntlG FRml C9RH lATES,
HIlEN YOU SlG'1 UP FOR PC BAIIKltlG FROtl CORES fAm. Y9U LL GET OUICKEN STARTER EDITIOW SOflHARE
fREE. IF YOU ARE A NEW oumEtl USER, FOR 1I0RE INFORtlAlIOH OR TO SIGN UP. CALL I-BOO'5~2-m2.
; CLUB 50 INCOME CHECKING ACCOUNT ~".I!!!'0'~MR'E,'~~~~~~+r~';':~~-iI<;>Al~.~"IillSftl~WfJcrr,,"'41'!'!i)~'li
, ' ... ,.~:,-=--~.--c.~:.~~;-5fr....;:1.L~'Z'''.,;:a!!'-':i~ ~~".;.;--;:.--:;;,,,,-=?,,, . "Z"':';:'::::~-;'1~ i<i'r:-,.,"~,..,,..;!"'...th.-1l.~\'S~~.;..jjj H~~J "-;.-~ -!~. .;,"".;',;,.i
tlARI T SCHIIIOT. OR
smlllARY OF AccOUtH 0773,0120
BEGltltllmi RALAtlCE ON 11/1019&
DEPOS ITS AfllI CREOITS
INTERES T PAlll
CflECKS ~ WITHORAWALS
EN9ING BALRNCE OH 12131/9&
7.517.3,
177.H~.60
19.71
-01.10'1.02
3.702.36
AVERAGE BALANCE 1], ~12. 00
IEAR TO DATE INTEREST PAID 77.10
(+i 0 "n wt,.,;t
+ 814--8, <.'7 UA',(U"
CHECKS PAlO: II
CHECK t AIIOUHT DATE PAID REFERENCEt Cflm' AI10UIIT AmE PAlO REfCWICE'
521(, )5,00 12I0lj/% 01132233 5227 ,,221,07 12/2V% 03570J95
5222 f 10,00 121051% 01~32232 5218 ,2~,f)0 1212,1% l[1I59Slj~
~??l ~2 . ')Jl JF~~/% ,1~m~ 521'1 .., no. '50. _JU..l2t.UG O~2ILG~ J.l!
..,"", -mlf---' ," "l'N, I" 11/04/98 " 1 ,HlI S2:lg /b.OOD.OO ., 12/Z6/96 13303292 -vtJt,f'."Q
5225 U7.~5 12/061% [l21\1~[l92 5m b5.01l I2IZ~I% 19900182
SUb 3~..lS 121[161% 0219~B9,
. BREAK III CHECK IlUtlBER SEQlIEtICE
DAIL I ACTIVITY
ORTE OESCRIPTlOII
OEGHHIIIIG BALAlIlE
12/03 .us TREASURI j01 : 1'1'0 SOC SEC
jOJlO.lf,OIO 207101:IUOO ISA tlM: MARY T SCHMIDT
12111<1 CIIECKS PAIOI sa3 5224
12105 CHECKS POlO: 52?2 5116
11106 CHECKS PRIO: 522r. 5225
12/12 CHECKS PAID: 5229
12123 OEP9SlT
CIIf.lU PAro, 5227
12/2, CHECKS PAID: 5231 5218
12/26 CHECkS PAlO: 5230
CHECKS/OEBl1S (.)
DEPOSITS/CREDITS (1)
-
+BI7.00
-:m.15
'65,DO
-122.30
-aD.50
176.662,60
-~.ZZI,B7
-,89.00
-n..OOO.OO
BALANCE
7 .SI7. B'I
B,33,.B~
U.AOO.69
1.~O.1i9
7,021.39
7.7~n,B9
0,.,1l3.'I9
8D,IB1. 62
79,Ln.62
3.(,92.62 ./
H06,' (//fI61
uv1Jllfll+ (I.UI
ESTATE OF
ITEM
NUMBER
A.
~,
3 .
B.
"
2.
3.
4.
C,
1.
2,
3,
4.
5.
6,
7.
8,
9.
~J~~
.....nJI;)lt
COMMONW!AlTH 0' P!NNS't'lV~NIA
INHUITANCf TAl( RnU~N
MUlDE!,:!' D!C!DfNT
l SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCE~.~ANEOUS EXPENS~S .. .-!!!.o.t Print or'!!'pt
" .. "_L:U;:;~_433 '
Ma;-,y, T. Schmidt
DESCRIPTION
AMOUNT
Funeral Expt..tll
Kuhn Funeral Home
Miscellaneous funeral expenses
Funeral luncheon
$5,289.00
$45.50
$391.01
Admlnlltrotlvt COlt11
Penonol Reprllentatlve Commission.
Sodal Socurlty Number of Personal Reprllentallvll
Year Commission. paid
AIIorney Fees
Michael L. Bangs, Esquire
$2.500.00
Family Exemption
Claimant
Address of Claimant at decedent'. death
Street Address
Relatlan.~lp
City
Slate
Zip Code
Prabale Foes
Register 0 f Wills, Cl.lmberlandCol.lnty, PA
$241. 00
MI.ctllantou. bptn'"1
Garage clean-ol.lt
$95.00
$12.68
$10.00
$7.02
$264.00
$82.14
$60.00
$30.00
$15.00
S 9,012.35
UGI (final bill)
UGI (meter shl.lt off)
PP&L (final bill)
Manor Health Services
The Sentinel (legal advertising)
Cl.lmberland Law JOl.lrnal (legal advertising)
Register of Wills (short certificates)
Register of Wills (short certificates)
TOTAL (AlIa enler an line 9, Recapllulatlon)
(If mort Ipact I. ntod.d, Inltrt oddltlonal.httt. of lomt .In.)
Inventory of the real and personal estate 01
Mary T. Schmidt
deceased
)
1. 375 Shares Fulton Financial Corporation
2. Miscellaneous personal property
3. CoreStates Certificate of Deposit #0353958275396130
4. CoreStates Certificate of Deposit #0654225895422895
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TOTAL:
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,
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'.
,.'
';'3
(.",
(,'I
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....,
c.)
1'-'
7,875 00
200 00
2,851 83
2,215 69
13,142 52
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,
S'l'ATE OF ILLINOIS )
( So'
,,",
COUNTY OF I
)
~""tlIlWIlMlllB<GllI'ftNlllmnJm( X Xa '
fiCSUHN< ijlI~MIW XX X X X X X X X X~XX Xl1K
__~__-":--M
~~mDB O. Schmidt
accurdln", to law, dapos.s 0,1.1 "y' that h. _i" t'h" ('r._E""""IQ..L__,
_ _'" of Ih. Eotat. of Mary T. Schmidt
Hampden Township
lat. of ______. ,_.____._...___ , Cumberl.nd County, Po., d.c....d end thai the
within II an Inventory modo by him ,the laid Co-E~ncl.lt:(J1
of !ho .nllre .,Iate of ,old d.c.donl, consisting of all the personal proporty and r..1 Istata, a.c.pt r..1 .stal. o"hld.
Ih. Commonwulth "f P.nnsylvanla, and thai the figur.. opposite uch II.n, of the Inventory r.pr.,.nllt's fair ulu.
's of th. dot. of d.c.d.nl's de.th,
-) :
vi _ r;;; J,ft,t7_
b.lng duly
sworn
19 ')'"'(J
_7' p'" /;' /' /'"
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~<: ~/"~~ (f d~?f"'~ _
/'"" b..ut" . M,"lol.I,.I~,
.nd subscribed beforo m.,
James O. Schmidt
1955 Briarcliffe Blvd.
Wheaton , II. 60187
"""....
26
12
1996
Dlt. of Outh
aey
lAooth
Y...
INSTRUCTIONS
I. An Inv.nlory must b. fil.d within thr.. months .ft.r appolntmlnl of p.rson.1 r.pr.,"nt"tlv..
2. A suppl.mont lnv.nlory must b. fil.d within thirty d.Y' of dlscov.ry of Iddlllon.II......
3. Addltlonllsh.... m.v b. Itt.ch.d II to p.rsonally 0' ,ully
... S.. Artlcl.IV, Flduc!",I.s Act of 1949.
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COMMONWJALTH, 0,.. PlNNSYLV ANIA
COUNTY OP:CUM.U....ND'
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",.::'; ',::'I~'" .John A. Schmidt ,', ), ,:,
, is the Co-Executor
b.ln9 duly,' sworn .~co,dln9 to I.w. d.po... "Id ..y. th.t h,
, 'I 0' the Est... 0' Mary'!'. Schmidt
I,t. 0' __ lIanpdcn_~!2_:::,:~8hi.E.._ I Cumberl.nlf County, ,." d.G....d 'nd th.t th.
within, I. In 'nvontory m.d. by him , the ..Iio-Executor
0' fl.', .ntl,. ..t.t. 0' .,Id d.c.d.nt, consl.tlng 0' .11 the p.,.on.1 p,o".rty .nd ,"I ....t.. .xc.pI ...1 ....t. out.ld.
the CGmmonw..lth 0' P.nn.ylv.nl" .nd th.t the figu,.. oppo.lt. IIch lI.m 0' the Inv.ntory ,.p....nt It'. ,.1, v.lu.
II 0' the d.t. 0' d.c.d.nl'. dllth.
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. pL ~.il:d;.
,TOliN A.' 'SCHMIDT
3805 Candlelight Drive
Camp Hill"PA 17011
AMNtI
Ii ' NQ1AftSM MM
! "t1l' S, CH~5DllO, Notory Public
~f IIlton Twp" C;umborl.nd Co.. r',.,
. ,1I<t~"...tuiOn hpl~ May 10, 1999
"
, 26
12
1996
D.t. of Outh
Clot
104"""'
YH'
,,' I INSTlUCnONS
I. An 'nv.ntory ~u.t be fil.d within th... month. ,,'t., .ppolntm." 0' ".non.1 ..""II..atlv..
2. A .uppl.m.nt 'nv.ntory mult be fil.d within thirty d..,. 0' dlsCov,ry 0' .ddlllon.1 ."eta.
3. Addltlon.l.h.... m.y be .tt.ch.d II to ".non.tty 0' ,..tty
.... S.. Artlel.lV, Flduc{arl.. Act 0' 19"'.
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BUREAU Of INDIVIDUAL TAKES
IHHf.RITAHCE fAK DtIJlllOH
Df:PT. ZeOIlOI
HARRISBURG, PA 111tl-OiOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE fAM
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSNENT Of TAM
DATE
ISTAT! OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MICHAEL L BANGS
30Z S 18TH ST
CAMP HIL L
ESQ
PA 17011
~'
lZ"ZZ-97
SCIIMI Dr
1Z-Z6-96
ZI 97-0433
CUMBERLAND
10,
"';OWlt H..1 H.d
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("
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*
41'-lh' lit" Ilttll
MARY
T
-
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YCIUR RECORDS ~
iiiV': iii'4-j-iii -A Fii. i oij: 9'7Y"NOYi c ir -OF " i:"NHEii i;: AN"CE -Y AX - A ji PRiii sEMENi'";-Ai. i"OWANCE - cili - no -- - -- -." - - - -"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCIiMIDT MARY T FILE NO. 21 97-0433 ACN 101 DATE 12-2Z-97
If Bn a.se..ment was issued previou.ly, line. 14, IS andror 16. 17 and 18 will
reflect figureB that include the total of lli return. .....sed to date.
ASSESSMENT OF TAX:
1S. A~unt of Line 14 .t Spousal rat.
16. AMOunt of Linu 14 tax.ble .t Lin..l/CI... A rat.
17. Aftount of line 14 taxable at Collateral/CI... B r.~.
18, Pdnc lpal Tax Du.
TAX CREDITS I
PAYNE NT
DATE
09-08-97
TAM RETURN WAS, eX) ACCEPTED AS fILED
RESERVAHON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I e.t.t. (Schedule A)
2. Stooke ~d Bond~ (Schedule B)
3. Closely Held stock/Partnership Interelt (Schedule C)
4. "ortsaga./Not.. Raeeiy.bla (Schedule D)
S. Cuh/aank Dapos1ts/Hhc. Parlonal Proparty (Sch.duh E)
6. Jointly Ownad Prop.rty (Schodule F)
7. Tranlf.,... (Schedula OJ
a. Total A...ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expan.a./Adn. to.t./Hi.c. Exp~... (Schedul. H)
10. Debt./Mortgage liabilitios/Liens (Schedul. X)
11. Tot.l Deduct Ion.
12. Not V.lu. of rax R.turn
1S. Charitable/GovernMante1 Bequest.; Non~.lect.d 911S Trust.
14, Not Va1u. of est-ta Subject to Tax
NOTE:
RECEIPT
NUNBER
AA242Z2Z
DISCOUNT I')
INTERESTrPEN PAID (-I
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CA~tULATIDH Of ADDITIDN.L INTEREST,
) CHANOED
(1)
(2)_-
IS)
(4)
(5)
Ibl
171
.00
1,875.00
.00
.00
5.Z67.5Z
111,384,90
,00
(8)
NOTE I To In.ura propar'
credit to your account,
l~lt the upper portion
of tnl. for. with your
tax pay"ant,
130,5Z7,42
9.017 :!.~
lZ1,515,07
,00
121,515,07
,00
7,290,90
.00
7,290.90
7,290,90
,00
,00
,00
If TOTAL DUE IS LESS THAN U. NO PAYNE NT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDlT~ ICRI, YDU NAY BE DUE
A REfUND, SEE REVERSE SIDE OF THIS fORN FOR INSTRUCTIONS,I
(91
(10)
9,OIZ.35
,OU-
(11 )
1121
I1S1
1141
ISchodule J)
1151_
1161
1171
,OOM'OO,
121,515.07 M ,06,
.00 K ,IS,
1181
ANOUNT PAID
7,290.90
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
i ' ~
RESERYATIOHI E.t.te. of dee.o.nt. dYlnl on or before o.c.~r 12, 1982 w~ If any future Jnt.re.t In the .'~at' I, trln,ferr.d
In po....alon or enjoy.ant to CI... a (coll.t.,ol> blneflelorJ.. of the decadent .fter the expiration of eny a,t.t. for
life or for y.a,'.. the COHunlHlalth h.rltbv s)(pr...ly re..r".. tha right to ap"ral.. end u.... transf.r Inh.ritIMoa TalC.'
at the lawful Cl... B {collahrllU rate on allY .uch future Interll't.
_Of
HOnCEI To fulfill the ruqul"ll..nh (If Saction Z140 of the Inh.dtellce and E.tl1t. TIIIl Aot, Aat 21 of 1995, (72 P.S,
Section 9140),
PAYHENT; DlltBch thct top parHon of ttils Hotlca -and sub. It with your pl'Iy."nt to tho Raghter of Wl1h printed on the r.".r.. aiM,
"~Heks cMck or .oney ord.r Jinyab1. tal REGISTER O~~ MILLS, AGENT
REFtJHD (CRJ: .. r.fund of II tax cr.dlt, whIch wu not I'"qu.lted on the Tex RfOIturn, lIay b. rllqu.shd by co.phttnll an "Application
(or R.fund of P.nn.yI"'l'Inh I"MllrH.nce ond E!lt.t. Ta)('" (REV~BBl. Application. arll avaIlable .t thll Offl(~.
of the R.glst.r of WJlh, !'Iny of t1l1J 23 Rll.....mu. Oistrict OffJcu, or by culling the sPlJlIlal Z(I~hour
anltMIrlng urvlca nUlllber, far forlll' ordarln~: In Pllnnly1vanhl 1~800~36Z~ZO.sO, ClUtllidll Pllnn.ylvanla.nd
within 10cft1 Harrhburg Arlla (7'17) 767~8094, YDDt (17) 772~Z2SZ OlearinG hpalrlold OnlY).
O!JE:CTIOHSI Any party 1n Inter..t not IIIltilflCld ...lth the apJi"alsoIlQnt, &110l-lanca or dlsnllow.nc. of daductlons, or PlUou."nt
of taM (Jnc1udJng dhcount or )ntarut) &s shown on thh Notice IIlI,t Object within sixty (60) day. of racelpt of
thh NoUce bYl
--wrhten protost to the PA Ollpart~/'"t of Ravailua, BOl'Jrd of App.l'Ih, Dapt. 7.81021, ~tlllrrhbur", PA 171Z8-10Z1. OR
--ahcUon to have tha uUftr dlltlllrllllrjad at r.udit of thtl account of thlll parson"'l ".prlllant.tiv.., OR
--appGltl to the Orphanll' COllrt,
ADHIN
ISTRATIVE
CORRECTIONS, Faotua1 arrers dlseo....r.d on thll ........ont should bll .ddr....d In wrltJng to: PA D.pnrtaltilt of Ravenue,
Buraau of IlitllvJdl,l.al 78:01.', ATTNI Po.t A..a....nt RIi...luw Unit, Dupt. 280601, Harrisburll, PA 1.71Z8-0601
Phons (117) 187-6S0S, S.. pags 5 of the bO\lklet "In.trut-Uona for Inh.rhanr.. Tax Return for Q Raddent
Dllcedllnt" (Rf.V~lSOl) -for an explanation of sdllllnlltr"tlve1'/ corractabIll .rrm'lI.
OISCOUNTl
If any hM dua is "aiCl withIn three (3) tllland.,' lIIonthl Bftar the dacoIchtflt'. dasth. a fly.. parc.nt (5;0 dheount of
the tIIx paid Is BIlowad.
f
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PEHAI. TV I
TM! 15i( ta)( l'MIIneaty non"pl!lrtlcdpatlon penalty 11 cOlllputlld on thlll tllt!,l of thl tflX and Int.rut flu...ad. and not
paid bafore Jenuary liS, 1996, the first day flftar tha llnd of thg taM U""lItv p.rlod. Thl. non"partlclp.tion
penal ty Is a~pa.labh In the .a_ llIl!nnllr and In the ttWl lia.. t 111I1 IllIr lad al yoU would appaal the tax and Intllr..t
th.t ha. b..n ......od a. Indicated on this notic.,
INTEFtEU,
Intl/r..t is charg.d baStlnnln; wlth flrllt d.y of d.llnquunav, or nl/'1. (9) lIIonths a"d or.. (1) day frolll thQ data of
d..th, to the "ata of pay..nt. TI!I)(IIII which b.(l~.a dllllnquant b.fora Janultry 1. 1'182 baar Intlllro.t at the rllte of
.lx (6%> p.rcent par onnu. cI!Ilcu1atad at a dally r8ts of .000164, All t~X'1 whl~h bacallla dllllnquent on and ,ft.r
J.nu8ry I, IlJ&2 wHI bur tntar..t at tI rah ~,hic:h will v.ry fro. cahmdtlr year to c.hndar yllar with that rata
IInnounc.d by tha PA [lapart..nt of Rllv.nu., Tha applicable inbra"t ratu for I98Z throullh 199& l1r.:
'!!!.!: lrlJer..t Rat. Dlllly Intllralt Factor !!.l[ Intllrll,t RlIh. Dnlly Inhrll!it factor
1982 20Y. .00054" 19&7 9% .000247
1985 16% .000416 1988-1991 11% .000301
!984 11% ,000101 199Z 9% ,0002:47
1985 13;( .000356 1993~1994 n .000I9Z
19&6 101: .000Zi'4 \995"1998 9l .000llf7
'HInt.rflllt h c:alculnt.d .. follow'l
INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice l"u4ld aft.r the taM b.eo.... delinquent will raflect an lntar..t caloulatlon to flUllan ()fi) u.y.
beyond the data of the a.......nt. If payaent I. .ad. aft.r the lntara.t co.putatJon data .hown on the
Notice. add 1 tlon.l Int.rut lIU.t be c:alculllt.d.