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HomeMy WebLinkAbout97-00527 ~ c- C(i In I ~ (-.. )'-- <Y- \ ~ '0 J!! . a 0 1;; Z W ! to""OHWEALtH or PfMHSVl~AHIA OEPARt"EHl Of REVENUE &URUU OF lHDIV10UAl TA)(l::S DCPt, 260601 HARR I saURO, pA 111la. 060 I *1 II~.\I;I" If' (I.nl \ /s /'r:,(" Ii) INFORMATION NOTICE AND TAXPAVER RESPONSE FIL! NO. 21..t17-S~.' ACN 97128\95 DAT! 06-\4-97 L___A TVPE OF ACCOUNT [] SAVIHOS Cil CHECK IHO l_: TRUST ~-' ~ CEHTlF , I, CST, OF MAR V E RITTLER S.&, NO, 191-l8-438S DATE OF DEAT~ 04-05-97 COUNTY CUMBERLA~D "~}I ,H1l'~ i \ ,'I 'l i- REHlr PAVHEHT AHO fORHS Tal ~EGIST[R OF WILLS CUMBFRLAND CO COURT HOUSE CARLISLE, PA \7013 DONNA M RITTLER 731 15T~ ST el' NEW CUMBERLAND ~~17070 PNC BAHK h.. p".\... th. .....t..nl w"h Ih. Inlo...tlon 11.1.. ".Iow whl'" ,,,. b.." ,.... In ""ul.lln. th. pot.ntl.l t"' .u., 1".\' ..,o,d. I"d\'''. th.' .1 Ih. ...1" of Ih. "bo.. ".,...nl. yOU .." . joInt ow".,/".".fi<l'" of Ihl. .'00'''''' " vnu ,..I IhI. Info,.,tlnn i' In,""",I. .1.... oblnln """" "".,tI.n f.n. '",, ""0",,,,1 In.tI'ullon. .tt." , copY 10 Ihl. '0.. ,nd ..tu,n " 10 ,,,. .bO.. od"...., '''10 '0000'" " "",>I. '" ",o...n" ,,,,, 1M' ",...',",," ,,>< "W. ., ,,,, "...""..."" ", .""""".";,,, Qu..tlons llI.y b. anlwllr.d by calling (1t1) 187-8127, COMPLETE PART 1 BELOW . . . SEE REV!RSE SID! FOR FILING AND PAYMENT INSTRUCTIONS Aooount Ho. 5140258313 Data 11-01-80 E.tobIl.had to IrHiur. prop.r cr.dlt to your "eeount, two {Zl capIlli of thl_ notlc. tIIu.t flecolllpenY your Pft'llll8nt to th. n.gl.t.r of will., Hbk. check payabl. tOI "R.ghtar of WillS. Ag.nt". PART [!] 8,671.00 50.000 4,335.50 .15 650.33 TAXPAVER RESPONSE FAILURI TO RISPOND WILL RESULT IN AN OFFICIAL TAX ASSIS$NINT BASlD ON THIS NOTICI Account a.llnce Percent T.~.bl. A.aunt Subject to Tlx Rat. Pat.ntial T.~ Dua M HOlEI tf tal( pa~lll.nh are Illad. within thr.. (11 Illonthe of the d.c.dent'. date of d..th. you Ill.~ d.duct a SX dl.count of ~h. tllM dU.. An'l Inheritance tal( due will h.eo.. d.llnqu.nt nln. (~) months aftar the data of d..th, Ta, M [CHECK ] ONE 8LOCK ONl.V A. 0 thl above Inforlllation and talC due is corr.at, \. You lIIay choo" to rlllllt p"~Ill.nt to the Relll.ter of will. with two coplu of thl. notlc. to obtain a discount or avoid Int.r..t, or you ",ay ch.ek bOl( "A" and return thh notle. to the Reght.r of Will. fInd an offlci"l ......Ill.nt will bl ISlu.d b~ the PA Oapartlll.nt of Rev.nu.. 0, c:J lh. .bo.' ....t h.. b..n 0' .11' b. ..po,t.. .n. t., p.l. ,llh Ih. P.nn.v'..nl. Inh.,lt.ne. 1.' ,atu,n to be fll.d by the d.e.dent's r.pr..entatlve, C. ~ the "bo.... Inforflotlon Is incorrect and/or debt. and d.ductlon. ware patd by yOll, You Illu.t cOlllplet. PARt [iJ andlor PARt 0 balow. If you indicate II difflrlnt tax rite, plll'~ .tlte your relaUan.hip to dlcedlntl bb.dt.H-rv.. OFFICIAL USE ON LV 0 AAF PA DEPARTMENT OF REVENUE PART [!1 TAX RII.TURN . CIlMPUTA1'10N LINE 1. Oat. Esteb11.hed 2. Acoount a.lanc. 1. Plrolnt Tlxabll 4. AMount Subjlct to Tax S. Dlbts and Dedyctions 6. Anount Taxable 7. llx Rite 8. TI~ Due -- - M Al:COUIlTlI PAl' I 2 3 4 5 6 7 8 DEDUCTIONS CLAIMED - TAX ON JOINTITMUS'f II .. t' \ ,- 'il () .;, ,(r\L.,'lj /2)1) 'i-[) '}.. '-I ~.1.. S, l.}O OF I 2 3 4 5 & 7 a M :tl> L-t l,'~." "0 .~b ..(P(J,,'~~ DEBTS AND PART [!] DATE PAID PAVEE DESCRIPTION AMOUNT PAID - TDlAL IEntlr on linl S of Tlx Conputltion) . Under penaltil' of perjury, 1 declare t~at the --,.' GQ~ltl to~.t",I._ be.t I~ ItY "~knOWledge and bel1lf. ~)&H-;It( ilZ Jdt"L<'" TAXPAYER S NATU flch I hive reportld above Ire true, corrlct t!OME -;rl(f - .37tf end ~~('117 1 l"E - ~ 4, ,n '" GENERAL INFORMATION 1. FAILURe TO RESPOND WILL RESULT IN AN OHICIAl 1A)( ASSESSMENT with ~Il~llc"hl. In'lrut baud nn InfuflllftUOn ,"b.lttld hy thl fln,nclll~ Inltltutlun. 2. Inh.rtt,ncf' tu bICO"I' dllln~ulnt nl"t IrIOnthl Afhr thl dleldllnt', dntl nf duth, S, A joint fUIClount 'I tflllllllll lij.n though the d.cldlnt'. 111l1ll1 wnl ndd'HI nI " """t.r of cflm'IInI'"01, II. "OClounh < tnaludlllg than hlld b.tw.." hUlh"nd "nd wlf.) which thl 11lcldlln\ ,.ut In joint Mill" within on. vur Mlor to d..th .n. fully t")(,,bll ... ..nUl.f'fl, fl. ACcoullts ..tahll.h.d JlIlntly bl'w.,n h\lIlumd nnd wlfl ",orl Hum on. V'M flrlor In dlllth Itrl not ta)(Abl.. 6, ""f..nunt, h.ld by It d.uildent "In tru.t for" ann'h.r or nthert Art taubl. fullY. REPORTING INSTRUCTIONS PART 1 TAXPAVER RESPONSE I, BLOCK..' If thl InfOl'III"'lon and cOMputl'ltlnn In the notlcl IIr. corr.c:t and dldllctlon, tlr.. not bllng clllhlld, plM' 8n "M" 1n block ".... of flltrt I (,f HII "hKpaYlr R..,.po/lI." u(l,loll. Slyn two CO,dll Itlld ~uhllllt th.1II .dn. your chick for 'hi a.ount f)f teM to thl MIlIlllhr of Will. of thl county IncHclI.tlld. Th. I'" llQllftrt",.nt of R.Vllnu. will IlIu, an (lfflol"l ","..".nt (for", REY-I!)48 00 llflon rlc.lI.t 0' thl rCltur" 'rolll the Rllg!ster of Wlllt. l. BLOCK"" If the ,..~.t IP.dflld nil thll not I.:. hAI h..n or will h. rRllortad /'Ind tft)( pftld with thl 1'.nntYlvanlll Inhlr1tan<<:. hM Rlturn fll.d by thl dliCldlnt'l rIlJlflunltltlv., plarle tin ")(" In block "!" of PArt I of the "fnlCpllyer Ruponte" nctlon, SllIn onl (I0PY and return 'to tloe PA n.pnrt..nt of Rev.nu.. lIuruu of Ifldlvldwll TIIIC", Oepl ~80Ml. Ih~rrl,burg. P" 171lll'0601 In the .nvelope provldld, !I!.or:r. t " ,~ '.!'::J n:;'.~~ !,"!J~~:.U:n :. ::.:;;J....:.c~ ~.:!'~r ;~:J" .".. .~,.d;..; ,......" ~"...." .L...." " "''''' ..".-.,....1..\. ,... ,..: ~"J:' according to th. tnltructlon' b.lew. Sign two cop I.. And tubllllt thlllll with your chick fol' the AIIIUUllt of tall Pftyftblll to the RIgl.t., of Will. of the (lounty Indlr.III".d. Th. P. Ollflltrtlll.nt of RlijlnU8 will l5Iue tin official AUlIunllllnt IforM REV"I!i41 [Xl upon refil.lpt of the r.turn frolll th~ Reglst.r of Willi, TAX RETURN - PART 2 - TAX COMPUTATION tiNE I. Enter NOTE I Hili dlltl the IIc(lount orlllln!'lllY Will eltahll~h.d or tltlld In the IIIMner 8Illttlng at dllh of d.ath. for 8 dlceder,t dylngllUIf IUIl/1I2l h(lo'Jnh whIch thl dlcedlnt put In joint Mill" within olle III year of duth Itre tllMabl1 fuUy 81 tran.fe,.. 110wev.r, thtlr61 I. IIn Ixclu.lor'l not to ,x(l.ed U,OOO per trlln,for.. "1I"rdll" of the value of the ftc(lount or the nu.btr of IICCOU"tl h.ld. If . doubl. Ilt.rllk (..) app..r' b.for. your flr.t nll~1 In thl addr..t portion of thl. notlc.. the '3,000 aKolu.lon .lr.ad~ h.s blln dlduotld fro. the 8ucount balancl al r.ported by th. flnllnelal lnttltutlon. t, Ent.r th. tot.l b.lltncl of thl '(l(lount InCluding Int.rl.t nClcru.d to the date of d..th, S. Th. p.ro.nt of thl a(l(lount th.t Is tllKabl. for uch lurv1ijor I. d.terllllnld III follow'l A. Th. plr(l.nt tIlM.bl. for joint auell ..tltbllshed .ore than on. y.ar prior to the d.Cld.nt'. de.thl DIVIDED BY TOTAL NUMBER Of JO I NT OWNERS EM..pl" A joint ....t reglltared DIVIDED BY TOUl NUHBER OF )( 100 . PERCENT TAMABLE SURVIVING JOINT OWNERS In the na'l of th. deced.nt and two oth., .,."on.. I DIVIDED BV 3 (,JOINT OWNERS) DIVIDED IW l (SURVIVORS) . .167 X 100 . 16.1% IU)(ULl FOR EAC~t SURvlVOIO B. Th. p.ro."t taMabll for nll.t. (lr._ted within o~. Ylltr of the deeld.nt', dlllth or aC(lountl own.d by tha d.Q.d.nt but h.ld In tru.t for another IndlvlduaU.' (trult bln.nderl.')1 I DIVIDED BV TOT"l NUMBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICI..RIES )( 100 PERCENT TAMABLE EM."plal JoInt a(l(lount r'lIllt.r.d I~ the nn.. of thl dlQad~nt and two oth.r plrton. and Ilt.bil.h.d wtthln one y.ar of d.ath bV the d'Cldl"t. 1 DIVIDED B't 2 (SURVIVORS) . .50 )( 100 !i0% O.)(UI.E rOR HUI SURVIVORl 4. Th' II.Ount tubJlat to ta)( Illn. 4) 11 d.ter.lned by lIIultlplvlng the a(lcaunt bftlllnC8 11tnl ?,) by thl p.runt tBllftbl. (l'n. 3), It. t.nt.r the tot8l of tn. uabu IInd dl,(JucUm.f1 luteo In "'lIrt ). 6. n~. ..aunt taxable 11Inl I'd It dlt.,.l"ld by .ubtractlno thl d.bt. tlnd d.du(ltlonl 1I1na lj) fro. the allount tubjlClt to laM Ulna lj). 7. Entar th. approprllt. tax rata <t1nl 7) .. dlt.,lIIlnld bllow. A. Far d.te. of dnth aCClurrlnll a".r 6/30/~4, thl hilll rltt.. for transf.,. to .pou..s are .. fol10"SI 1. O.t.. of dnth on or !'lfter 111/94 and b.fore 1/1I~S thl rflt. Is 31.. 2. Oat.. of d..th on or lifter 11\/95 tran.h" to ,POUIIt will b. tallld Itt 0% ta)( rata; Not'l For d.t.. of dl.th prior to 7/1/94 transfa" to spou... are ta1l8bla Itt 6%. a. 1r8n.f.ts to lln..1 de.o.ndllntt Including fathar, .oth.r, son, daughter, IIri1nd(lhlldr.n, ton"ln-law, daulht.r'ln~lIl11, st.p(lhlld Ind thllr h.u. 8r1 hillllbl. at six pernlnt (6%1. t. Trllntf." to 811 other, 1l101udlng brother, lilter. unClh, Itunt, n.phlw And nle(l' are taxable tit flft..n pllrCllnt (IS!:). O. If l/OU changl the t'lI rah. pl.... .peCllh yuur rllatlonshlp to the d.Cldlnt In th. araa provld.d. I. Th. a.ount of t.M due <lIn. 8) I. dltlr.lnld by eult1plylng the a.ount tax.bl. 11 In. 6) by the \:Illl rat. (llnl 71. CLAIMED DEDUCTIONS - PART 3 DE8TS AND DEDUCTIONS CLAIMED Allowlble d.bt. IInd d.du(ltlon' 8r. d.tlr.ln.d III folloMSI A, 'tou 1'1I".uy .r. r..pon.11I11 for pay.."t, or the .Itllte IUbject to ad.lnil~tatlon by II "I"onlll r.pre..nhtlv. 11 1n,ufflcllnt to plY th. d.ductibl. Itl.', a. 'tou ItctuIlly Pltld th. dlbt. aft.r dlath of 'he dlcadent and (lan furnllh proof of Plly..nt. C, Dffbh being cl.l...d .ust bl It..lztd 'ullY In Part S. If addHtonal tpMI I. "..d.d, 1.118 plain pap., a 112" x 11", Proof of pal/Il.nt .'y b. r.qu..t.d bll th. PA D.part...n' of Rlij.nu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE ~_ _... _.._ ...........u nr' Un\'tlITf'\IIAI "AV~c:.. T.6.VP4VFR INQUIRV UNIT IN ) I i I i II ..; \..,.1...\\1\.1 , \ \ , , 1'1 : iI' I \ i\ l\,/{( I , \ \ " " ~- ,.. I - ,".- I, '\ ~" . " -'.~.' i..,~ I,);; '\'I ; . '. , h' ',' I, <~ NV\\.j,J '..~~~. . I , ./ i ! . ("~ I. 1 ill u h. ' o o 0) :~C W -l. III ~H ~ w. tj> ~ ~ ~ d U 0 &: ,... "'OU.- ~ Z P ~ _0(001' ~ ~ 0: i a." ~ a. ~ I ::>_ 6 c:: '...' , '; '. ....',., ;..~' 'I ~.. , , . '~ \'-J 'j ,'- .11' i i, ~~', ,; ,- 1~ ' ~ ~ I" 1 I ,( , I ,.,\. , !- :. I I " " , , ; C,'i I \ . , .r- t", ~ I , >f't: ;t ~. , .. . - ~ , I ...-.' , I '( , i '(>, ~ . " " r j ! 'A .,':.j 'j , ",(T 1'\ I , .. '.I, t.': ~ ' , - , -, I" " . /~ ~"i' I If"~ '. J <, ~, 'I';' I 'I, Ji( ?r -., . " j. - ..._-~- r4.,'lf ,-;.:,.~._~_..~.,....,,,,,,; I~,- ....... ...,... , II GI Olil~ .;;-~...,..\"-, '.. .,.~~ "',,~ '-~ ~ ..,..h"'" , '(0111. ~ono'S "'0 It) '~.61 1~11 \0. '10. '.1 'I'IS~ """ ",,"'lIlUl '41 10 om 401\'" 10 1\"."'''"'' dill 11111nl 01 mllOl4 010 1S0dlII1d .. I,; I ".i. -<l'i' " J h', ';"'f" .t, ;1' . of\'> 'i !l,'" ,,- ~ I .", , .' ~ · .~r:" ; ~. '~~, - ' I . jf' \ . '-4 oil., ,i ~ ," '(, \ IA , .t i'f,' ,j ;, :' ;.. .,_._~f:-f ,,'" IL. _ !!-, ,<v! "I" 1 'lj" 'I i, ~ ,~ .j" ,/ 'if. if " I, I ",,' p~ .~ " , !I; ,1 '.~ 't ."......"'....-..,- . ... . .~...... V"'....-- ~Q..., 11 ,.~ ""_'h<' '-::;7;J1!!,_,;,~~_"!~,-,~~ill~ 'T'<.1' _.'; ; ;;-i.t~-;C~,~"""t.,_'( -,;j~ .. .. . H j. ",,:,,'~- . /S; I ,J'{" It) COMMONWIALTH OP PINNSYLVANIA DIPARTMINT DP RIVENUI '* c IU~EAU 0' INDIVIDUAL TAMI' INHlRllANCE TAR DIVISION DEP', 2U'0 1 HMtIU"UItO, Pi 171U-060' HOTICt Of IHHt~ITAHCt TAM APP~AIIE"EHT, ALLOMAHCE O~ OIIALLOMAHCt Of DEDUCT 1 OH .. AHD AIIE..HEHT Of TAM OH JOIHTLY nELD 01 nUIT AI.ETI tlv.ltui.", ItH'. DONNA M RITTLER 751 15TH ST NEW CU~BERLAND PA 17070 DATI 12-01-97 lI'iATI OF RITTl~R MARY E DATI OP DIlATH 04-05-97 FILE NUMIIR 21 97-0527 COUNTY CUMBERLAND ISNIDC 191-18-4386 ACN 97128195 t _.~.OU"\_~.!oOIi\od-l HAKI CHICK PAYAILI AND RIlHIT PAYMINT TOI REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THII LINI ~ RITAIN LDWIR PORTION FOR YOUR RICORDS ... iiiV': iiiiii. i if .AFP. iiiJ': i'ri--.. -...... -.. ...... ...... -..... ...-.........- -... -. - -... ................ .......... NOTICE OP INHIRITANCI TAX APPRAISIMINT, ALLOWANCI OR DISALLOWANCI OF DIDUCTIONS, AND ASSISSMENT OP TAX ON JOINTLY HILD OR TRUST ASSITt DA ESTATE OF RITTLER MARV E DATE OF DEATH 04-05-97 COUNTY CUM8ERLAND FILE ND. 21 J7-0527 T AX RETURN WAS. S.S/D.C. NO. 191-18-4386 <X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSIT INFORMATION ACN 97128195 FINANCIAL INSTITUTION, PNC BANK ACCOUNT NO. 5140258313 TY~E OF ACCOUNT, () SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-01-80 Account Balanc. Parc.nt T.x.bl. Amount Subject to Tax Debt. and D.duction. Taxable Amaunt Tax Rat.. Tax Dua 8,67l.:!i. 0.500 4,335.50 .00 4,335.~. .06 260.13 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEV ORDER PAVABLE TO, "REGISTER OF WILLS. AGENT." x - x TAX CREDITS I PAVMENT DATE 06.20-97 RECEIPT NUMBER AA21lfl50 DISCOUNT (+) INTEREST/PEN PAID (-) 13.01 AMOUNT PAID 260.13 TOTAL TAX CRIDIT IALANCI OF TAX DUI INTIRIST AND PIN. TOTALDUI . IF 'AID AFTI~ THI' DAT~! 'IE IEVE~'E FOI CALCULATION Of ADDITIONAL IHTE~E'T. · ( IF TOTAL DUI I' LI" TOftH .1, NO PAY"ENT IS ~EOUIIEO. IF TOTAL DUI I' ~I'LICTIO A' A .C~EDIT" C C~11 YOU HAY II DUE A IEfUMP. .11 IIVIISI '101 Of THI' fORK fD~ IH'TIUCTIOHs. ) 273.14 13.0ICR .00 13.01CR r"'_'_~! ~;J (,) tlIlIlI'OUOI' HOlIC! . to fulfill tn. requlr..ent. of s.otlan t1~O of thl Jnherlt~. .nd l.tlt. 11M Aot, A~t 21 of 1..1. (12 P.I. IHUon "..0). DetlOtl tlW top portion of thl. HoUCI .ncI .ub.lt ..Uh ~our pa\l.ant tc th41 ..,htar a. wIU, prlntad on the rlVlr.. .Ida. ... M_a chick or .OMY ordlrplyeb1. tal MEOISTn Of' WIllS. AOENT. PAYMEMTI .IJECIIONS. An. ..,.. In In""" no' ...I.fl.. .I.h ,h. ...'.1....... .110.".' 0' dl..II...... of ......1... ., .....'""". of tll4 (lnolucUno dhcount at Int.r..t) I' .hOWn on thl. Motlc. .IY obJ.ct .U:hln .hety (60) d.~. o' reollpt o' thi. Motlo. byl .".'".... pr..... .. .... .A ..."...... of R.y...... ao". .f A....I.. ..... mon. H."I.o..", .A 11120-1021. OR ..llIOU", to hlv' t.,. ..ttlr dCIIhralnad It thl audit of the "count of the p.r.onll r.,rl,."tIUvI, OR --.".al to the Orp~" Court A "fund of . 'IM .,"". ""I.h ... no' ,......... on .... '1M ".u,n. ... .. "........ b. ....I.U.. on "a,pll..lIan for .,'\I'WI of Pent1.ylvW'lll Inhtrlbnce Ind E.tata lp" (REY-UU). ,ppHuUon. ara IvaUM1. at the Ofllo. of thl Aa,l.tlr of Wl\l.. an~ of thl'2J .'V.nul DI.trlot O'flc.' or by celli", thl .p.clll 24.hour an'Nlrlng ..ryl~' nutlbtir. for far.. ordlr1nll 1" P.nn,ylV",I. 1.&00-S62-2050. out,ld. p.nn,Ylv.nl~ end wUhl" 100.1 Harrl.bUrl .r.a (711) 111-8094, TOOt (111) 712-2252 (KI.rlng tlPllr.d Only). ""fUND (CA) 1 AIII4IM' IIIRATlVE CORRECTIONSI Faotuel .rror. dl.ooYlrad on thl. ......-.nt .hOUld be ~r...ad In writing tal PA D1plrtaent of RIVenue, auratu o' IncllyldYll ll.a., A1THI po.t A......ant ..vl.. unit, DEPT. 210601, HerrS.bUr" PA 1711a~0'01 PhonI (711l 117~6S05. S.. pi" 5 of thl booklat "In.truotlon. for I~r'tanoa 11. Aaturn for I R..ldent Dlctitn." (REV~IS01) for an a.plana'lon of edllni.tra.IY.lY oorraottbl. Irror.. If tInY tl. ckM h paSd within thr" (Jl o.lendtr ~th. aftar thl dMadent" eMa'h, I flYI pero",' (IX) dln--" of ,he tl. paid It aUCltIIed. Ttw lIX ,.........Y non-ptrthlipat1on pIIla1tY It cQIlPUttd on the totll of thl ta. and Intarnt ......ad, and not ..1. bof." J....,. 10. "'0. ,ho II,., ... .f'" .he ... .1 .hI ... ....... ..,1". Ihl. non-..,.'.I...lon _'" I. _.1..1. In .... ._ .onno' .... In tho .... ._ ".. ..,100 .. .... ....1. _.1 .... ... .... In'''''' thlt hi' bien I.,...ad .. India. tad on thl. notic.. Intar..t 1. ahlrttd bttlnnlnl with fir.t d.~ a. delinquencY, or nine (.) .onth' and one <1l day frOll the at. of d..th, to the dlta a. pay.ant. lUll ..t\loh beO'" deUnquant befora Janulr\t 1, 1912 ba.r lnt.rl" It thl rat. of .IM (6~) parolnt plr annul a.loulltad .t I dillY rtta of .aOOI6~. All taka. whloh bee... delinquent on or .ftar January 1, 1912 will bllr Int.ra.t at I rtta !thlch will Ylrv fr.. ollanc111r y.ar to cII.ndlr \tllr with thtt rlt. WlnDUftCtd by thl PA Deplrt""t of ..vanut. The appllclbl. Intara.t rata. for 191Z through 1991 ar.l ~ Int.r..t Rata o.lly Int.ra.t Factor V.... tntar..t Alt. DIllv tntar..t FlCltor - 19" lOX .000'"" 1911 ,~ .000247 ItlS 16X .00001 1'''~1''1 1l~ .00OSOI 19M II~ .000101 I'" ,~ .00OZ41 I". m .00"" 199J-1994 1~ .0001.2 19M IO~ .DOO27~ 199'-1997 ,~ ,000241 ."Int.r..t I. calcullted a. foll....1 INTEREtT . BALANCE OF TAX UNPAIO X NUKaEJ OF OAyg OELINqUENT X OAILY INTERElT FACTO. ~-An1 Notlo. lalUld aftar thl tlM btOo.Il dll'~t will raflact an lntlr..t c.lculatlon to fl,t.-n(ll' de,' beYond thl dlt. .f thl .....tIMlnt. If lIayant It __ aftlr thl Intar..t OCMIPUtltlon dtta ~ on thl Motlo., additional lntarl.t .u.t be cllaul.tad. DIICCM4T 1 _LTV. IMlIIlEST' C! *' Jj.::/// /0 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE . INHERITANCE TAX STATEMENT OF ACCOUNT "Y.IWU U, 1f",'1 'UBEAU 0' INDIVIDUAL TAXES IMHERtU.HCE 1A)( UI\lIS-JOM h[PI, 280601 liARRIIIUMO, PA nUI.OMt DONNA M RITTLER 731 15TH ST NEW CUMBERLAND PA 17070 DATE 12-29-97 ESTATE OF RITTLER MAR V E DATE OF DEATH 04-05-97 Fl~! NUMIER 21 97-0527 COUNTY CUM8ERLAND ACN 97128195 E--~=~OU~~ ~~tted_-1 MAKE CHECK PAVAB~E AND REMIT PAVMENT rOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE I To In.ure proper .redlt to your eo.ount, .ub.1t tho uppor portion of thh tor.. .lth your te. P.y..rit. CUT A~ONO TH18 LINE ~ RETAIN LOWER PORTION FOR YOUR RECDRDS ..... iiiV': iiio.nx -AFP-iiI3: 97"i - - - - --. iiii - iiiH'iiiiYAiicE -fAX - ST ATiME-tifoF -iiccouN'T- - .Ii. - - - - - - - - - -. - - - -. - -. -- !STAT! OF RITTlER MARV E FILE NO. 21 97-0527 ACN 97128195 DAT! 12-29-97 THIS STATEHENT IS ~ROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN SELOW IS A SUHHARV OF THE ~RINCI~AL TAX DUE, Ar~LICATION OF ALL ~AVHENTS. THE CURRENT BALANCE. AND, IF A~~LleA'LE, A ~ROJECTED INTEREST FIGURE. DATE OF l.AST ASSESSMENT OR RECORD ADJUSTMENT, 11-24-97 PRINCIPAL TAX DUE, 260.13 PAVMENTS (TAX CREDITS), PAYMENT DATE 06-20-97 12-09-97 RECEIPT NUMBER AA2\l450 AA242530 DISCOUNT (+) INTEREST/PEN PAID (-) 13,01 .00 AMOUNT PAID 260,13 13.01 Ii TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTA~ DUE 286.15 26.02CR .00 26.02CR . IF ~AtD AFTER THIS DATE, SEE REVERSE SIDE FOB CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO ~AVHENT IS BEQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR I, VOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOB INSTRUCTIONS. I PAVt'lEHT I D.t.eh the top pertlon of thb Notle. and .ubllllt with ~our pay..ent ..de payabl. to the n... and addr... printed on thl r.v.r.. .id.. If RESIDENT DECEDENT .aka chick or .on.y ord.r payable tal REGISTER OF WILLS, AGENT, If NQN-RES1DENT DECEDENT lIl,ke chIck or Mon.y ord.r pflyabl1 tal COHHONWEALTlt Of PEtI4SVLVANIA, REFUND (eA)1 A r.fund of a ta~ cradit, which ~a' not r.qua.tad on tha Tax Return, IIlSY be r.que.t'd bV co~lltln. an "Application for R.fund of P.nn.ylvanla Inherttancl and E.tatl Te)(" (REV-U}]), Applleatlon. ar. avaUabl. .t thl OfficI of the R'II.t.r of Will., any of tha Zl R....anul Ol.trlct Offlc.. or fro. th. Depart.ant'. 2~~hour an.w.ring ..rvica nu~.ra for for..ordlringl In Plnn.ylv.nll 1~aOO-36Z-2050, outaldl P.nn.ylvlnla and within loclll tlllrrhburl IIrlll (117) 7111-11094, TDD' (7111 112~2252 (tl.arlng l.p,lrd only), REPLV TOI Qulatlona rlgarding .rror. contalnld on thl. nottcl shouid b. .ddr....d tOI PA D.part..nt of R.....nOl, lIur.au of Individual Ta~'" All"1 POllt A......."t R.YI.w Unit, Dlpt. 210601, Harrisburg. PA '712'~0601, phone (7111 187~65C5. DISCOUNT I If Dny tlM due iM paid within thr.. (1) oal.ndar .onths .ftlr the d.c.d.nt', d.ath, e flvl p.rcant (SX) dl.count of tha taM raid 11 allow.d. PENAL TV I Thl 151: taM llInUty non~plrUolpaUon p.nalt~ h ooaput.d on the total of thll ta)( and lnter..t .....u.d, and not paid blfore January 18, 1996, the flr.t day Bft.r the and of the t.~ ..n.stv pertod. INTEREST I Intlrl.t II chargld beginning wlth flr.t d.y of d.UllqulnCy, or nlnll (.) .onth' end one (1) day fro. the date of death, te thl dlte of plIy...nt. taM" wt'tlch b.C"1 daUnqu.nt b.for. JanUBr~ I, 1982 baar inter..t .t the rat. of .IM (61:) ~ro.nt plr ennUlll caloulat.d et a dally rata of .000164. All taw.' whloh b.ea.. d.llnqulnt on end aft.r Janu.ry 1. 1.112 will b..r tntlr..t .t . rat. which will Vlry fro. cal.ndar ~I.r to cal.ndlr Y.l!Ir with thlt rate ennoune.d by the PA D.part..nt of R.v.nu.. Th. applloable 'nt.r..t ratl' for 1'82 through 1"1 er.l Vllr Interlat Rltl DaUy Int.r..t ractor V..r Inter..t Rlt. Dilly Int.r..t Factor 1917. lOX .000548 1987 .X .000247 l"S 16X .OO04S1 IfJaa"1991 IIX .00OSOI 191ft 11% .000501 1.'2 'X .000247 1915 11;: .000156 1.9.1-1994 IX .000192 1916 10i: .000214 1.'5-1'" 'X .000241 ..lntlllr..t 11 cBloulatld .. folloWII INTEREST . SALANCE OF TAX UNPAID X NUNIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlca l..uad aftlr the taM bIfClO... d.llnquent Illll rlfllllClt ltfl Int.rut caleuhtlon to fift..n (15) day. blyond the date of tha ........nt. If ply..nt II lIada aftlr thl Int.r..' COMPutation data .hown on tha Hatlce, addltlonl' Interut lIU.t bl calcul.tMt. /:;:-;!tJ,.. /t) *' COMMONMIALTH OF PENNSYLVANIA DEPART"ENT OF REVENUE :tNHEUTANCE TAlC STATEMENT OF ACCOUNT in-lAD a lit c....... IU.UII 0' IIGIIUIDIIAL T AlIEI IMHlMITANCE TAM DIYI.ION IllI'T. I...n _".... P' 11111-..11 DONNA M RITTLER 751 ISTH ST NEW CUMBERLAND P~ 17070 DATI IITATI OF DATI OF DIATH F I La NUIGIIR COUNTY ACN 03-30-9! RITTLER 04-0S-97 21 97-0527 CUMBERLAND 97128195 _t ...lIt... MARV E t MAKI CHECK PAVAlLE AND RI"IT PAV"INT TO' REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 IIOTE' To '"our. pr_r orodlt to ,our eccount, .....11 the _r porUon of thlo fo... with ,our t"" p._t. CUT ALONG THII LINI ~ RETAIN LOllER PORTION FOR YOUR RICORDS ~ iiiv: U.1if"iX"Af'P-liii:;7T------....iiiiiiiiii"Aiici.iAx--ii,'A"fiiii'tif.o;-rccouNf--i..------------..---.... IITATI OF UTTLER MARV E FILE NO.21 97-0527 ACN 971211195 DATI 05-30-98 THIS STATI"INT IS 'IIOVIOEO TO ADVISI 0' THE CUUEIO' STATUS OF THE STATED ACH I" THE MAHEO ESTAll. SHOllH IUotI IS A 1UllIlA.' 0' THE '.IIlCI,AL TAX DIIE, A"LICATJOM 0' ALL 'AVlIENTS, THE CUUINT lALAtlCEi AICIl, IF APFUCAIILE, A PROJECTED INTEIEIT FIeuRE. DATE OF LAST ASSESSMENT OR RECORD ^DJUSTMENT, 11-24-97 260.13 PRINCIPAL TAX DUE" PAVMENTS (TAX CREDITS), PAVMENT DATE 06-20-97 12-09-97 05-16-98 RECEI PT NUMBER AA211450 AA242530 ~"; REFUND I,'.. DISCOUNT (t) INTEREST/PEN PAID (-) 13.01 .00 .00 AMOUNT PAID 260.13 13.01 26.02- \-'\ I , ,j() TOl'AL TAX CRIDIT .ALANCI OF TAX DUI INTIRIST AND PEN. TOTAL DUE 260.13 .00 .00 .00 . IF 'AID A'TE. THII DATE, SIE .EUEtll IIDI FO. CALCULATION OF ADDITIONAL INTE.EIT. I IF TDTAL OUI II LEIS TIWl n, 110 'AYIIENT II .EllUIRID. IF TOTAL DIIE II RI'LICTED AS A "CREDIT" ICRI, YDII HAY IE DIIE A REFUND. SEE REUEtll IIDE OF THIS FORK FO. INSTRUCTIONI. I PAMlfI, 00_ tho top ..,Uen af tIIh MaU" ond _It ollll ~r .....t _ ....1. ta tho .- ... oddr... prlnt" on the revllr. ,..; __ If ..1_ D1!CEllflfT ..... _ or _. ordor .....,. 101 RlgIlTElI OF WILLS, AgEIf1'. __ If IIOM-AE'IDI!lII D1!CEllflfT ..... _ ar 10M. ordor .....1. tOl C_EAL TH OF PI_YLVAMIA. E1ICD (cah . r'~ of . twe Clnellt, -.hiGh .... not r....t.. on tM fIlM Return, ..,. be r.....t.. by ~1.tI"' en ..,UoeUon for bknd of P\lnnQlYlflla l.rlt.... ... E,bt, Tu" UW:V-1J1S). ."UUUOM.... I'IIIU""I .t the, GfftM of tM R..I,t,r of tUUt, MY .f tM U ~ Dhtdot Otflo.. .r .,... the D..-'~t" "-hOUr en....r.,... ..,...,1_ tulber. for fo.... or.r''''1 In PMr1wlv.nla 1-1"-561:-2051, ",it'de p.m"lwnlt 1M ..Ithln local Hlrrllbur. ar. urn 111.""', TDD' Ull) 772-U5I U..r1nt1 J...lr" onl,), IIIPLV TO. ou.ltton' n..rdlntl .rron oon"lnld on thh noUCltI shoUld", ..r.."" tal PA o.p.r'--'t .f --, lur'" of Ind,,,...1 Tu'" Ami Po,t ......-nt .....,1... Unit, o.t. 110'01, Hlrrhaur.. P' InO-NII, phoM en" 717-6IIi. DllCOUMT I If MY teM ...... is !MId Mlthln thr.. (I) 081...... -nttll .U., the deoedwIt'. death, . five ,.,.OItIt (IX> dlllOOUl'lt of the taM paid ,. 1110M1d. PENALTY I The lU ta1c ......tv non-,.rtlollHlUon ,.,..ltv II CIOlIP'lted on thI tot.l of the taM .. Int.r..t .....Md, ... not ,.Id before '.....ry II, I"" the flnt _ oft.. the end of the taM ....ty period. lMT1M1T1 lnt."..t 11 ."tad betllml,. ..Ith flnt _ .f .1I~V. or nine (" M\~' ... ..... (1) _w fr_ tM dIIt. of dMth, to the dlt. of ~t. T... ...,Ich __ dlIll".,.nt blfor. ...,..rv 1, lHI beIIr Inter..t 0' U. nt. of .he (0' Plroen' IMr .",. _lou1.ted .t . dI'h r.t. of .1001M. AU 1.0" ....101'1 ~ .1I~t on end .ft... ......rv 1, .HZ ..Ill beIIr 'n,.,..t .t . rat. Mttloh ..Ul Vlrw froo _I...." v..r to ..1..... .-r ..Ith \hit roto ~ bv the PA __r......' of RlIYtInW. TM ...11... Int.,.., ,..,.. for 1HZ thrDUlh 1'" .". V.." lnt.r..t RIItl SMUv l"t.r..t hotor V..r lnt.,.1t Ret. DlllV l"t.r..t ,,,'or 1,.2 UI .010541 1,.7 .1 ...n~7 ,m 161 ....~SI ",,-I'" III . ...SOI I'" III .00.11I 1"2 n .011141 1m ISI .0ll1M I"S-'t'14 n ...01.2 I'" III .IDU74 1"1-'''' .1 ."0~7 "'lnt",.ot .. OIIIYlotod .. follow.. IMTBIElIT . BALANCE OF TAX Uln'AID X HUllER OF DAYI DELINQUENT X DAILY IIlTEREIT FACTO. ....Anv MoUN I..... oftor tho tile ........ dllI,.....,t ..UI "lfllOt '" 'nt.r..' oellU1.t1on to flftMft nl' .. _wend the eIIto .f thI ..........t. If,.,....,t I, ... .ft." the Int.r..t ......tatlon ... ........ en the NoUM, ...11:IonIl Intor..t ...t be oallUlltlilll. STATU.E.- REPoB'r UNDEft RULE .0l1 Name of Deoedentl char1.as G. Kuhlwind Date of Deathl March 23, 1.997 -- ---- Admin. No. Will No. 21-97-0525 pursuant to Rule 6.12 of the supreme Court orphans' court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is completel Yes No x 2. If the answer is No, state when the personal representative reasonably be1.ieves that the administr.atl.on will be complete: Estate involved in lawsuit, which must be settled and resolved before ~st~te,can De concluaed. It is hoped that the lawsuit will be c'3~clu1'1? ti1~et~rrsJe{ f1'8"tt8~ '1 is Yes, state the following I a. Did the personal. representative fil.e a final. account with the Court? Yes 1'10___-- b. The separate orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative st.ate an account informally to the parties in interest7 Yes No d. Copies of recei.pts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the orphans' Court and may be attached to this report. IJ~~~ Datel March 22, 1999 ',,' James O. Bog~r, 1.'.sq'lire Name (please type or print) One W. Main St. Shiremanstown, PA l70l~ Address LL ;.;~, ~, (,)C.; 1717) 737-8761 Tel., No. capacitYI _----personal Representat.ive X counsel for personal representative (M.l\H: rmfl No\3)