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HomeMy WebLinkAbout97-00604 - ".J~ ;,;., -__ '.. irl" '"'" ~ ,.' , ':. ..~~ ,'_' \b \ , (~)" '\/^'". " ~~..- o ~ "_""_,,,,,,"" ~ .M~~..s \\3 Wo()OI,AWN 1..>>, CM.~~\ fl9 \'101.1 , ,",.,"'''',;"OR,I, ,;"3"", " " lHft " , - I ~i -, '. ' -,; ~./, fleL,. . f' ' 'If' " ..It-: (' ' IU(; L. Rf.c..\STL(L of:W'l4-~ '\(6t.f4 :t1. Cou.c\~u-S~ , '10,1.", f 4 '7"kl \ Ifl,III,I,hl"I'llllnlllll",1l '_'e_~."ro,.""_"._--~''''C,-'''ft''''-' ,,;.'_ "'_ i",__;",!",,,,,,...___..--n'- ,...-_...,-,->-~,~- -- '.. \ \ -, "- ',- ~" . ,.'- 'I' ,..' !-.--,-. ____,,' -:(_:;:;.'~~,~~\r;_::--~ ;:~,'~t{~):~ri~~;~~:h '-r:'e~," ~_." ---"",-i-,}r\i_:;Nji1~;~:-'fi~--- - "."". - -;;---,-'\'i'~,;,,--, - - - __ _"_ ~""-,7Nf,c'!~ ~:;~)/,~-~_:" --- -"----;-~-,I,S-:-~;"-"it-. --,0... -'f_'>--'''',",~'' - .......,....- ...~--.. T,....._"j'''.;y~i''l'.~-..............''*''~' ___ II _ - .-.. - - , r1'~" " .."" "....-- TT ,__,.q,;.-._", -'.- 'lj~71~ii~~t\i~~~,~-;*-: r{---__ .-"""-'---'____- ~..."u.,~ '0' -. ~ , " -. II 111,,",,11,"11,1.1.1.1,,\,"1\,"11 ..f. ,-,,\ ~ :;" H ~ :.' . ;( -,- , '; jl" t--',' __~} . ' ", v y:. ~J4: .: . ,'*,' .~ t '\ ... _-I~ ',')' 4 ' .l!t,'. 'r ,~ ' \ ,- 1.1 ',- -,' ':J.~ " , ,...t ,'" :'/.' ,. fo-I' ' <;,"):- r, . - -f~ . ~_" 'J( ~,. ~. . ' . ,. . . .i -~~ t 'i ~ '!r. 'II \ ~. ~." t1 1/" 1:.,- r ,r f: ,J ~"h 'J ;', j ] ~ ...-.. ,........_.,._._"..,~.."'"..>-.-; ,~~;... 1 WILLIAM J, WALTERS REGISTER OF WillS AND CLERK OF THE ORPHANS' COURT *' Rc"",'" \l.~'~Q:(1'f'Jf 1.,,\"76) \1?\?''Il'a 0"7/\6/~"7 '2: r YUR~ COUNTY CQURT HOUSl YOR~, PA 17401 ,,\"1 1'(1 '17 Ri\g~~ter of Wills ','" , Cunib'erland County Court House Carlisle, PA 17013 Ci,'i' '(' Aln \"1(0\'11-"':11"" <:0" 1...111.1.11I111.11111.11.111111111.1.111.11.11111.,1.11111111 71~;..~:'.:y~r -"'-'.~-"~"-"-"~ ~---'""~."r.'f'l~~- , .. ., 'r',~, .' I~' ~,'.~.. ~., . "_",,' i\~~.., * .: '-.t. A ,~\ ,. ".',;~ -~ J~ L'.; ~ ," ; ~. {~ ~ ~., .- , : .,rfl ,( . ::', ,~'l~): . .... , ";"",- ! . . ~'''~''.: ~ . ''4\ "'t,1 1 " 't' I". 'it".;( f " _;.-.;.,<<," I '. .' #'. .... .' , 1'-'. ..1-; . .......'" t,. \ i r ';~'~( ~', ''''''.'',~;'.' IIIf " ' , "j, 't' " I , , ..",;.- c... .t, \ '". ~' .. ' '. '!' " , , " '1# I COMMONWEAl'H OF PENNSYLVANIA OEPA.'"E"' OF REYENUE lURE AU or IND'VI~A~ 'AMEI OE;Pl. t.."01 HARRISIUMO, PA 1112"06Cl .....::r *' I ~) \ ({) 1\ INFORMATION NOTICE AND TAXPAYER RESPONSE FILl NO. ACN DATI lIIJ; ~,.Cp ..ft:,6f 97126145 06-05-97 ~'fdh' (I'" 1/.,,, -- TVPE OF ACCOUNT [J SAVINOS [i] CHECUNG o TRUST o CERTlF. '-Me lANK hll ,rovtded the nlPart.ent with the Infar..tlon tl.ted be\ow which hili JJeen u.ed In ulcuUtl". the pot.nt,.1 ,.. 'dUe, 'helt r.c~rd. t~d&~ltl 'hat at tha dllth of thl above dlcldant, you wIre 4 jotnt ownlr/blnlflcl.ry ~f thl. account. 11 you f..l 1tth lnfetr..tloil II 'n"tft~.ct, plallle ol1taln wrlttln eorrlctlon frol the flnlnclll In.tllutlon, attach' up., to tnh for. ..Id .".urn 1\ i.o \,.. .vo"" ,."1,1.",,,/, .ni. I""UU'" 'I \llllOil In IICClUrOdflCI wltl1 tnl inn.rlittnCe Illl LIlli' Of 101 L.o.-om.ela," elf ..1"".YIVllf\il. QuI,"on' .e., be ~'lIlIrldby cllllnl (111) 117.ISZ7. COMPLETI PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS Account No. 5070094172 Ooto 02-14-96 E.hblhMd EST, OF DAVID C PAULUS S,S, NO, 198-22-8098 DATE OF DEATH 03-09-97 COUNTY VORK DENNIS E ~TTHEWS 1041 VORK NO DILLSBURG' PA 17019 I REHIT PAYHENT AND FORHS TO' REGISTER OF WILLS VORK CO CDURT HOUSE VORK. PA 17401 1.435,32 1T.667 239,22 ,15 35.88 TAX PAVER RESPONSE FAILURI TO RISPOND WILL RISULT IN AN OFFICIAL TAX ASSESSMENT IASID ON THIS NOTICI AClco\mt e.l.nc. '-erelent Ta)Cabl. A.ount Subjoct to T.. Roto Potantial Ta)C Dua To. PART m To In.utl proper ctldlt to "our ICCOunt, two {2J copl.. of thl. notice "".t aceoap..n" your pay..nt to thl Alil.t.r of WAll.. "~e chIck peYlbll tOI "Reihttr of Will., Aglnt", ~ NOTE I If tIll ply..nt. .rl ... wlth'n thrH (51 lonth. of the dlcedlnt" dltl of deeth. you .IY dlduct I S~ dt.count of thl tIll dul. Any Inhlritlncl tlM dua will baco.. dlllnqulnt ntnl I f) .onth. Ifte,. tha date of dl.th. ~ A. hI abovI Infor.ltion und tlM dUI I. corrlct. 1. You ..y choo.. to ,..It paYllllnt to the Raght", of Will. with two copt.. of this noUce to obtain e dl.count or avoid Intlrl.t, or you .ey chick bOK "AM nod r.turn thl. nottca to the Rlii.ter 0' Will. end In offlclll a,"S'~lnt wJ11 bl I"uld ~y thl PA nlPlrt.ent of Rlvenue. [CHECK ] ONE BLOCK ONlV I, 0 The ebovI a,..t hu belln or 101111 be reportld and till peld with thl Plnn.ylvanll Inhartt.nee TlK return to be fJlld by thl dlced.nt's rlpr5slnt~ttvl. C. [] Thl .bove Inforeatlon l,~ncorrlet and/or debt. and d.ductlon. wlrl paid by you. You IU.t co.plltePAR' l!J andlor PART ~ bllolll. If you indiClat. a different ta)C r.te~ pl.... d.te )lour rel.tlonship to decedent I OFFICIAL USE ON LV 0 AAf PA DEPARTMENT OF REVENUE PART ~ lAX RKTURN . COMPUTATION LINE 1. Ooto E.toblt.hod 2. AClcount R.l.hoe 5, Percent T.)Clble 4, AMount Subject to T.)C S. Debts and DeduCltions .. AMount l...ble 7, To. Rob I, T.. Dua PART ~3J DATE PAID PAYEE ~ TAX ON J01NT/TRUST ACCOUI~n D? 1 2 3 K ~ 5 6- 7 ~ , PAD 1 2 ~ 4 5 6 7 8 CLAIm DEBTS AND DEDUCTIONS DESCRIPTION AMOUNT PAID -\ GENERAL INFORMATION I. fAILURe TO ResPONO WILL RUUL T IN AN OHICIAL TAM AUU'HENT _I.h ..p'lu.Io In"'''' ..... on Inf.r..llon ,,,"lHId by tt'll fln,nellll 1"llItu\lon. e. Inhtiritlfttl t.. bin.." dlllnqUlnt nln. 1Il1.mtkt IIft,r thl dlcad.nt', dill. 0' duth, I. . 'Jo'n' IClClOunt t. tluble 1\,11" thou,,, the ellud,n", na" WII added U III "It,.r of l:OIlVlnI,nfle, ill. aOCOI.In'1 {inoludlnl thoU held blt.."n hu,b.nd and ",lfa' whlc;h thl dlotrtl"' put In Joint ".... within one ynr prior to ...th Ir. fully ,..abl, .. \tan,f,rs, I. account. .,hblllhld Jalnttv bltllillen hUlb_fd Ilnd wlf. .ar. tM" on. .,n" prior to d..U, .r. not htlpll. .. account' held bv . d.ud./'ll "In ,ruI' for" Inother or ~U,.rt IIr. tllIcabl, fUlly. REPORTING INSTRUCTIONS PART 1 TAXPAVER RESPONSE L ILOCI( a . If 'M infor..tlon end CfJltPutlltlOFl In thl notlc. fir. corrlet IInd d,dUt\lnnli ar. not bllng el,l.,d, pllae ." "M" 1n bloctl ".," of Part' of 'hi "Tallp,Ylr A..pon.... .actlon. sign two copl" and .ub.,,, 'hi' IIIlth your chick 'or 'hi MOUnt u' tllC '0 tha R.,ht" of Wtlll 0' thl county 'ndleatad, Thl fl. UIPl'lrtll.nt of RltlanUI Mill IIIUI an offlcl_l ........", (fora IU:V.U4I ('0 upon rlc,lpt of thl r.'urn 'roe thl "1,I.tar "' Wllh. Z. BLOCK 1 . I' the ,,,..t 'Plclflld on thll nCltlcl 11.. b.I" or wltl ha r.portld Il"d 'all 'laid with th. Plnn.ylva,,'t InharIUnc:. hlC Raturn ,1I.d by thl <<ICldl"t'. raprl.tII"tatlva, piau an "I(" In block "8" of Part I 0' th. "TlIllpaver R,..pon.... IIcUon, Shtn on, COPIl and return to the PA f1a",arta,nt 0' Alvanua, lur..u 0' Individual flutU, Dept Z804I01. .tarrhburG, PA I1UI'"0'01 In the .n~.lopI ~roYldad, 1. 11.0(.' C . If the nc.itlu In'orlllUo'l I. Incorrlct andlor daducU(lI1I atl bllna cl.tll.d. chIck bloflk "C" and aOllpl.te Part. :z and S accordlnt to thl In,trucUon. bIlow, Sign tlllO cop I." IlOd .ub.1t tha. with your chack for th. a.ount of tu plyabl. to the Aaghtlr of WlIl. n' thl counh Indlclt.d. Thl PA nlpart.ant 0' R.vanu' will IlIua an official a.......nt Iforll REV"lSftl ElCI upon r.ulpt 0' the rlturn 'roil tha Rlghtat of Will" TAX RETURN - PART 2 TAX COMPUTATION liNt: }. Ent.r the data the account originallY w.. utablhhad or tlUad I" the Illlnnat Illllltlno At data ot duth, NOlEl fo" a dludant dylno IIftlr IlIIZ/lZI Account. which thl dacad.nt put In joint nil'" Nlthln onl Ill"nr 0' d..'" "a tallabl. fully.. Ir.nlfa". Howavlr, tharl Ii 1m ..elu.lon not to allc..d U,OOO par trlln,'ar.. ,.aglrdl." of thl ",aloe nf tM "count or tha f'Il.H1bar 0' accounts hlld. If . double a.tarl.k (II.) App.a,., bl'or.. your lI"t na.. In the addr..' portion of thl, notlcI, thl n,ooo allclullon Ilr.ady ha' blan d.duct.d 'rol thl account bal.nc. a. r.port.d by th. ,Inlnclll In,tttutlon. Z. Entlr thl totll balancl of the account Includlno Int.ra.t accruld to tha datI of dalth. !. lh. parunt 0' thl account th.t h tallabla 'or lach lurvlvor 11 ~Itlrlllnld I' follow'l A. The p.rc.nt tlMabla 'or joint a.'at. a.tabll'h'd lorl thIn ona yllr prior to the dacld.ntl, d.lthl DIYIOED IV TOUl NUMBER OF JOINT OWNER!>> EIIIlIlpl81 A joint allet rlohtarld DIVIDED BV TOTAL NUMBEA OF l( SUAYIYING JOINT OWNERS III thll nI'" of ~ha d,cedlnt and two other 100 . PEACENT TAMABLE plrlon,. I DIYIDED IV S (JOINT OWNERS) DIVIDED IV Z (!iURYIYOAS) . .161 K 100 16.1% (UlIAILE fOR EACH SURVIVOA) I, Th. p.rcant talllbla for a...t. cr.at.d IIIlthln ona v..r of the d.c.dlnt's d.at~ or accounts ownad by the dlc.dant but h~ld ln tru.t for anoth.r Indlvldull(,) (tru.t blnl'lclarl..Ji 1 OlV10EO IV TOTAL NU"~ER Of SURVIVINO JOINf OWNEAS OR TRUST BENEflCIAAIES ~ 100 . PERCENT TAKABLE EII..pltll Joint account raght.rlld thl ...ead.nt. 1 DIVIDED IV Z (SURYIYOftS) . .SO In tha nalll. 0' the dlcldlnt and two other person. and ..tabll.had IIIlthlll ona vnr of daath by K 100 sox ITAKAILE FOR EACH SURVIVOR) 4. The aRunt .ubJect to tall <llna "0) I' detlrlllnld by lIIultlplvlno the aCCO~lnt balance IIl"t n hy thl parc.nt talllbll Illn. lJ. t. lllh,r (llt ~u~.l Of ~n" ualll~ aflu IJvuuc:~lon. i.A'UIU In t'al'~ 1. .. Th. IlMUnt tllC_l. IlInl 6) I. dltarlllnld bV .ubtracUng the dab" and d.ductlon. (IIna !iJ 'roa thl a.ount 'ubiaot to teM (lln. 4), 1. Ef'ttar the approprlatl t..".ta Cllr.. 1).. d.tarlln.d bIlow, A. For dttl' of q..th oceurrlng after 6110/94, the tllM rat.. for tron,h" to spou'" ara II 'ollow': 1. Oat.. of tJaath on or ,ftar 711/."0 and ba'o,.a 1/I/9S thl rata I, !~. Z. O,t.. of daath on or aftar 1/I/n tran,1.r. to spOUt" will b. tlMad at OX talC ratl. '"'tal for dat.. 0' dlllth prior to 711/94 tran"l" to .pou'" are talllbl. at 6X, I. Tranl'I" to 11n..1 d..candant. IMludlng fathar, .othlr, .on, dauohtat, grnndchlldrln, .on.ln"hlll, dlUlht.r.1n"lh, .ta"chlld .nd thllr InuI a,.a tllubl. It .111 parOlnt (6%), C. Tr'n,'a" to all othl" lncludlng broth." ,1stlr, uncia, aunt, napha.. and nl.ea ara tIlllabl. at flftaan percant (1S:0. D. If YOU chan.' the h. rata, pl.... 'Plclfy your relationship to th. d.cld.nt In thl ."aa provldad, I. ThllIIOUf'I' of tall dUI Illna 6) I' d.taralnld by lIultlplylng thl a.ount tauble (lln, 61 by the tall rata 1111'1' 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEOUCTIONS CLAIMED AU<<*IbI. dabtl and daductlon' ara d.taraln.d .. '0110...1 A. 'Iou l.,.llv ara rl.pon.lbl. fM pav.ant, or the utate .ubj.ct to adlllnhtratlon by a p.r.on.l rapr..enhtl~a II In.ufflalant -. to pav the daduatlbla it.... .. You actullly paid tnl d.bts "ftar d..th of thl dacadlnt and I::ln furnl,h proo' of Plv.lnt. C, hb'. bllne chl"ad au.t ba U..lnd fuUy 1n Part l. If additional .pace II nl.dad, uu plain pap.r . \/2" II 11". Proof of pav..nt aav ba rlqua.tld bv the PA D.p.rt..nt af Mavanua. COMMQHNfAltH or PEHHIVlVAHIA Dl!PUfftf:Ht Of' RF.vtHUE: IURfAU at INDIVIDUAL fANEI lIEPt. 210601 HAIt.IIIURO, PA 17Il1-0601 ... 'I '*' FILE ACN DATI NO. _ ~, -"'1..(,.0,/ 97126146 06-05-91 TYPE OF ACCOUNT Iil SAVINOS o tHEt~ INO o TRUST o tUTU, I '_) 1'1, J II INFORMATION NOTICE AND TAXPAYER RESPONSE "V.lhll."',,,,,, (fl EST. OF OAV IDe PAUl, US $,5, NO, 198-22-8098 DATE OF DEATH 03-09,97 COUNTY YORK " DENNIS E MATTHEWS 1041 YORI< RIl DILLSBURO .~ PA 17019 I REHIT PAVHENT AND 'DRHS TU, REGISTER OF WILLS YORK CO COURT HOUSE YORK, PA 17401 \L ,. ~" , I' ,.\ rj() ,.Ne lANK hll provid.d the D.rlrl".n' \jlth the Infor..Uon lilted below which h.. b..n u,.d I" elhullti"t the pot.nUII tell dul, Th.." rlcord. Indla.t. thet at the d,.th of the ,boVI d.ud.nt. you' were II lolnt owner/bln.flelerll of thl. eecount, If YOU f,ll thl, Info,..tlon II Inllorrlct. pl.llIe orllln \jrlttln correotlon fro. th. fln,,"clll In.Ututlon, l"lch 0 cop'I to thil 'or. Ind r.turn It to tnl IDDV. IOdr.... Inl. Iccount I'. t'M.ol~ In IICIlOHtltlUIll W1Ul mlinl'.I"I~.f1\1' jolM I"'... 0' \;M (.Utl.~ltw"'~~il u, F'1I111I1\1IV."II, QUlltlonl .1" bl 'nl~.,.d by CllIhll (711) 711ntSZ1, COMPLETE PART 1 IELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account Ho, 5030089352 Dill 02-14-96 Eobbllohld To Inwur. proper credit to your lecount, hID IZI cop II' of thlt "OUCI MU.t aceollp",,, ~ou, ply.."t to the Reghter 0' Willi, Hlk. cnlek pIl/able tOI "R"l.t.r of Will., A,.n'", Account Bollncl 8.264,61 Plrclnl T..lbl. j( 16 , 667 A.ount Subjlct 10 TI. 1.377 ,46 TI. Rib M .15 PotlnUl1 TI. DUI 206,62 "m. 'TAXPAYER RESPONSE CUI FA1LURI TO RESPOND WILL RISULT IN AN OFP1C1ALTAX ASSESSMENT .ASID ON THIS NOT1CI A, [B;hll abo". Info,.",.tlon and talC due I, correct. L VQU illY chao II to r..it pal/II."t to the Refilltlt of WIU. "Iln two cop 1.. of tnll 110tlU to Dbteln . dllcount or Ivold Int.rl.t, or you ..y chick bOM "A" and r.turn thl. notic. to thl R'III',lr of .11111 and ,n official ........nt will Oil Iuuld by the PA Dlpart.."t of R'..,lrwl. HOTE I If tllC Ply..n" arl .'d. within tnr.. (1) .0nU'" of tn. ".ced.nt'. dl'l of d..th, YOU .IY dldur.t . s.~ dJuount of the 'lit dut, Any Inharlhncl 'e. due will baco.. d.lln~nt nlnl (9J lIonthl aftlr thl date of d.l~h. [CHECK ] ONE BLOCK ONLY D. 0 Thl l.boVI ....t he' b.." or will b, r.portld and tlM peld with thl PI"n,yl""nl, Inh.rUlncil hlC rlturn to ba fllld b)/ thl dlc.dlnt', ,..pr"lnt,tllIl, C. 0 Thl abo". In'or.ltlon l~ncorr'Clt end/or dabt_ and d.dl,1cUonl Wlr. plld bj' y')u. You .ust co.pl.'. PART L!J ~d/or PARt ~ below, If you indic.te _diff.r.nt tax rat., pl.... .tat. your relation.hip to decldent I.. OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART [!J TAX RETURN . COMPutATION LINE 1. Dltl Elt.blllhld 2. Acco~nt allene. 3. ".rc.nt TIMlbl. ~, A.ount SubJlct to TI, S. Debh and D.duction. 6. 4Mount Taxable 7, TI. Rib a. TaM Due 0" ',AX ON JOX:'lT ITRJST ACtOU:ff~ 1___ 2 S M ~ & 6 7 M . PAD 1 2 3 4 5 ---, 6 7 8_ DEITS AND DEDUCTIONS CLAIMED PART [!J DATE I- AMOUNT \- PAID PAID PAYEE DE SCR I PTI ON GENERAL INFORMATION 1. 'AlLO~1 TO~n~ONo WILL MEIUL T IN AN OffICIAL TAM AIIElI"ENT .lIh ..pll."" Int.rOlt ..... on Inf.r..tI.n .ublltUI" bv th. flnencle. In.UtuUon. t, Inhtdt....a. t'M bloo", ..Un..-"' nlnl ..onU" lIft.r u,. dlfClld,"t', de" of dlllth, S. . Joint .coount I, t.~.bl. IVI" though thl dlced,nt" ""~, w., .ddMd II II .."., of co~v.nt.nc., 4. Aaawn's C1llcludlnl tho.. h,lct b.t....n hUlbMtd Ind MU,. which lh. dlud.nt put In Joint ".... wUh'" onl v..r pdor '0 dI.th .r. fullY t'M_bl, II trantf,r.. S. AOGouf1t. ..hblllh,d Jolnth b.t....." hu.blWlu Ilnd wlf. lor. 'hln on. v..r prior to d..th ,,,. not 'tuhl.. .. ACIOounh hlld by . dlced.nt "In trutt for" .nothtt ar athtr. .r. tlM,blt fullv. REPORTING INSTRUCTIONS - PART 1 TAXPAYER RESPONSE 1. .LOCK A . If thl Infor..tlon Ind oo~t.tlo" tn thl not lei ar. corr.et and d.duct'on. .r. not b.l"g Clll.,d, ~l,c. In "k" In block "A" of P.rt I of the "TaMP.y.r R..pon.." ..~tlon. 511" two Clopl.. .nd .ub.H tt'l.. w1\h your ch"k for the NOun. of tlK to thl MIght.r of ~fll1. of thl co","t., Indlcat.d. Tho PA Dlplrt.lnt 0' ltlvlnul will IlIuI ." offtclll ........". (Fnr. AEV'15U Ell) upon roclh" of the return 'roil tt'll Rlal"lr of willi. 2, BLOCK It - If ttl. ....t .peclflld on thll notlc. h.. blln or Hill be roportld find teM Plld with tho P.nnnlYlnll InhlrU4IM1 TIM Alturn fU.d b\l' thl dlold..,t'. ,".pr...nbtlv., placo 8n "1(" In block "I" of p"rt I of tho "hMPI.,1r RI,pons." Itctlon. SIll" on. cotl\j' ~ roturn to tho PA DIP.rt.lnt of R.lIlnUI, Bur..u of Indlllldull h)CI', DIPt Z8060l, Hlrrhbura. PA l11Z8~0601 In tho env.lop. ,rollld.d. S. BLOCK ( - If thl notlcl Infer..tlon II Incorrect ,,"d/or deductlont Arl bclM cllh_d, chiCk block "C" .nd (:O_ol.to p"rh 2 .nd ~ If,cordlnt tu thl In.tructlon' bllow. Sian two coplo. .nd .ubelt th.~ with ~Dur th.ck for thl ...unt of tlM pIYlbl. to tho A.,I.tlr 0' Will. of the count\l' Indlc.tld. Thl PA Dlpart..nt of Rlvlnul will is.u. sn offlclol e.,.....nt (forN RF.V-I$4' lX) upon r.ellpt of tho rlturn fro. tho Rogl.t.r of Will.. TAX RETURN - PART TAX COMPUTATION 2 liNE 1. Er,tor HOTEl tho dlt. thl .ccount orl91nll1y w.. ~.tabll.hld or tltlld in thl .ann.r IMlstlng It dati of dllth. for I d.eld.nt dyln, aft.r 12/12/1Z1 Accounts which th. dlelu.nt put In jotnt n.... wlthln onl (1) vI.r 0' dlath .r. tl,l<.bl, fulh II transfors, HON.v.r, thoro iI an IMel,uston not to l)lc..d n,DOO por transfor.. ro,,~rJl... Qf tho v.lul of tho .cco"nt or thl nUllbor of .ccGun" h.ld. If. doubl. ..torilk (.., app.ar. blfora YO\lr Urst n... ln tho addro.. portion of thlt notlc.. thl n,ooo IllcJu.lon Ilr.Id\l' h.. b.en dedUctld fr08 thl account b.lancl IS raport.d b\l' tho financial In.tltutlon. Z. ["tar thl total balonc. of the Iceount Includln, Int.r..t accruld to thl dati of de.th. J. The plrc.nt ~f tho ICCount that Is taM.bll '~r .ach survivor I. dltlr.lnld .. follow': A. ThI perc.nt tlMable for joint ....u IIt.blhhod ..ore th.n on. y..r prior to tho decodant', delth: DIVIDED IV TOTAl. NuttIER OF JOlNT OWNERS EMopl.1 A joint ....t rolhterad DIYIDED IV TOTAL NUHBER OF )( 100 . PERCENT TAXULE SURVIVING JOINT OWNERS tn thl n"1 of thl d.c.d.nt and two othar par.on.. 1 DIVIDED IV S (JOINT OWNERS) DIVIDEb IV 2 (SURYIVORS) . .167 )( 100 . 16,7~ (TAXAILE FOR EACH SURVIVOR) I. Thl p.rclnt t.M.bl. for ....t. crl.tld within on. \I'.ar of the dlcld.nt'. d..th ur accounts ownld bV th. d'Cldant but hlld In tru.t for another Indlvldu.l(.) (trust blnlflelarl,,)l I OIVIDED IV TOTAL NUHIER OF SURVIYING JOINT OWNERS OR TRUST BENEFICIARIES X 100 . PERCENT TAXABLE EMIIIIPIII Joint eccount roehtlrod the d'Cldent. 1 DIVIDED IV 2 (SURVIVORs) . .SO In th. n... of th. d.c.d.nt end two othlt. ~.rsons find utabl hhod within on. Ylar Of dl.th b\l' )( 100 sox (TAXAILE FDR EACH SURVIVOR) l'j. the UO\Wlt swj.ot 'Otlx tlln. 4) ill dltor.ln.d bv .ultlplylnll tha account-b.lancl (lInl 21 bv tha porclnt t'M.bll (itnl 5). S. Et,\..l'~h.. \1I~al UT 1". "'1I1I\. .m~ u.+Ju"I.ICi". 11.h" 1,.. r_r;. s. .. The ~t tlMabl,. OJnl 6) it d"tor.l".d by subtroctlng thl dabts !Rnd d.dulltlons (lInl SJ fr.'l. tho Nount IltbJlot to tlX (Uno U. 7. Entlr tho IPProprllt. tax rat. (1In. 7) I' d.t.r.ln'~ ~low. A. For dati' 0' dI.th occurr1nll after 6/10/'4, the teM ratl' for tr.n*flr. to .pou.a. Irl D' follow'l I. D.t.. of de.th on or .ftlr 1/1/94 Ind bafor. 1/1/95 'h. rlta I. lX. 2. nit.. of dllthe on or .ft.r 1/1/95 tron.fa" to spou." will bl ".ad It OX tlM retl. Not.i For data. of d,lth prior to 7/1/94 trln.f.r. to .pou..s arl t.M.bla It 6X. .. Tronsfors to Ilnlal dllcllld.nt. InclUding father. .other, .on, daughter, IIrondchlldren. .un.ln-llw, dMllht.r~ln~llw, ...pchild end thllr iuuI .rl taMlbl. .t .IM porc.nt 16%1. C. Trtn.f.rs to .11 othlrs lnclwdlnll brother, .hlter, unci., aunt. nlph.w Ind nl.e. .re tlM.bl. It flU.ln porcont (15;1,), D. If \l'OU chin,. tho taM rotl., pl.... .p''llh \l'our relatlon.hlp to thl dlcldant In thl ar.. proll1dld. t. Th. .-ount of t.. dUI(lln. 8) I. d.tlr.ln.d b\l' .ultlpivlne the a.ount tl.abl. (llnl 6) b\l' tho t.x ratl (ilne 7). CLAIMED DEDUCTIONS - PART DEBTS AND DEDUCTIONS CLAIMED 3 Allowtbl. debt' end deductlon. .rll d.ter.lnod II followtl A. You I.,alh Ire rIlPon.ibl. for pa\l'lInt, or thl I.tata ...jlct to adaJnhtrotlon b\l' I porton.1 r.p".antaU"1 It ,",ufflclant to plY the daductlbll It.... .. You ICtuaUy Plld tha dabt. I".r dtlth of tha Hufflnt Ind c.n furnhh proof of p'\I'lInt. C. PHtt baIng clll.,d .....t be It..lud fulh In Part J. If .ddltlonll 'Plce It n..d.d, Uti pllln PlPlr I ,I/Z" JC 11". Proof of PI!t,"",t ..V bl roqulttad bv thl PA Dlplrt..nt uf Alv,nu., vl.'5" I((J, 1/ IURIAU OF INDIVIDUAL TAMIS UiHl:RlTAMcI UM DIYIIIClll IIlP!, 111611 ~1'tuRO. P' 1711..0101 COMMONWIALTH OF FINNIVLVANIA DIPARTMINT OF RIVENUI * <0' NOTICE OF INNERITANCE TAM APPRAIIENENT, ALLOMANCE OR DIIALLONANCr. OF DEDUCTION .. AMD AIIEIIHENT OF TAM ON JOINTLY HELD DR TRUIT A.IETI m.I",,,,,,'tU.tll DENNIS EMATTHEWS 10'41 YORK RD DILLS.URG PA 17019 DATI 08-2S-97 ISTATI OF PAULUS DAVID C DATt: OF DIATH 03-09-97 FILE NUHBER 21 97-0604 COUNTY CUMBERLAND S8N/DC 198-22-8098 ACN 97126146 [~~Aiiount!!.itt.d-:J MAKE CHECK PAVABLE AND REMIT ~AYMINT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ Riii:li1ri-ix--A;jt-CO!r:;7i-----..--.--------------.-------.---------------.-.-------.-------.-----..--.------- NOTICI OF INHERITANCI TAX APPRAISEMENT, ALLOWANCE OR DIIALLOWANCE OF DIDUCTIONS, AND ASS.SSMENT OF TAX oN JOINTLV HELD OR TRUST ASSETS DATI 08-25"97 ESTATE OF PAULUS DAVID C DATE OF DEATH 03-09-97 COUNTY CUMBERLAND FiLE NO, 21 97-0604 TAX RETURN WAS. S,S/D,C. NO. 191-22-1098 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST AIIIT INFORMATION ACCOUNT NO. ACN 97126146 FINANCIAL INSTITUTION. PNC BANK 5030089352 TYPE OF ACCOUNT I (lO SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-14-96 Atcount Ba1anca Parcant Taxab1. X Amount Subjact to Tax D.bt. and D.ductiona Taxab1a Amount Tax Rate X Tax Dua 8.264,61 0,166 1,377,46 ,00 1 ,377,46 ,15 206,62 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WII.lS AT THE ABOVE ADDRESS, MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT ," TAX CREDITS I PAYMENT DATE 07-17-97 DISCOUNT (+) INTEREST/PEN PAID (-) ,00 RECE I PT NUMBER AA211547 AMOUNT PAID 206,62 TOTAl. TAX CREDIT BALANCE OF TAX DUI INTER 1ST AND PIN. TOTAL DUI . IF PAID AFTER THII DATl'ulEE REVERIE FOR CALCULATION OF ADDI IONAL INTEREST, · . IP TOTAL DUE II LESI TMOft II, NO PAVHENT IS REQUIRED. IF, TOTAL DUI II REfLECTED AI A "CREDIT" C C~I, YOU HAY IE DUE A REFUND, .....u.... .Tn. nr. TN'. ,n.M ,ft. IMlT.~TIDNS. } 206,62 .00 .00 .00 _lIf' . HOIICE. "I'llENT. "fUND (Ul. tn I..~ f ('-J Ll.. tn N (:) u.':l d, " f'" ~{,~ :1 ()t) 10 fulfill th, requlr"""h of S"tI~ lUG of tN InhtrltllnCll Md Eltat. hM Act, Aattl of 1.91. (7IP.'. IHUon'I.o). DetiGh the top partion of thit Hoth. and lubIIlt ..lth vour ,lYNnt to thl; "..l.,er of NUltI prlntld on the rlYI,." .Jete, _M .... Gheclk or ItOMV or.,. PIY_" tOI REDI"'" Of' WUlI, AGENT', A r.'~ of . tiN credit, which .... not r.~.t.d on the '1M return, ..v be r~.t.d by c~l.tl", ,""Appllcl,Ion for R.fund of Penntylvant, Inhlrltencl and E,t,t, 'IMft (REY-l)l)), Appllcltlon, It. IVlilebl. It the Dfflcl of t~ R..J.l.r of Will., ~v of the ZS "IV.nue Ol.trlot Off I... or bv CIlllnl t~ .peel.l Z4.hour In,..tlnt ..rvl.1 ~r' for for.. ordtrlng. In P~.yly,"l. 1-'00-)62-2050, out.lde P.nn.vlv~l. and within locII HlttAtbur, 't" (?l') 711-1094, TOOl (717) 772-22S2 (H..tlnt 1.,lltltd ('Inly), OIACUONII Any 'Irty 1n Intlr..t not IIthUld with the .,prahlHl1t, IUOWencl or dhallo..lIn~1 of deduotlon. or ......lIIftt of tl. (Inoludlne dl'~ount or In'lr..t) I' .hown on thl.Hutloe .ay obJ'Gt within .Iwty (60) dav. of rloalpt of thh MotlcI bY' ~~wrlttln prot..t to the PA o.,art-.nt of R.v~, lo.rd of App..I., Dept. Z110ZI, Hlrrl.burg, PAI1.2.~10Z1, Oft "111OUnt to hen the 'Ittlr ..t.r,lned .t the audit of thl Mcnunt of thl p.r.onal repr...ntatlv., 011 ~a.".el to the Orphan.' Court AIIIIIN' IIIlIATlIIIE CORRECTIONSl Fletual Irror. dl.ooverld on thl. ........nt .hould bl Iddrl"~ In NrltlRl tOl PA o.plrt.-nt of Rlvenue, Jur.au .f Individual 'I.", ATTH' Po.t ......lIIftt Rlvlew unit, PEPY. ZI"Dl, H.rrl.bur.; PA 1111'-0601 Phone (7J1) '.7-6SI~, ,.. p... S of the bookl_t "In.truotlon. for Inherltanol TIM Rlturn for a Ra.l,,"t UIcldent" (REV-lI0.) for an I.plenatlon of ~lnl.tratlv'JycorreotIbJ. Irror., DIJC:OUNTI PENAlTV. INTEREST , ]f Iny tl. due I. p.ld within thr.. (J) cllendar eonth' aftlr the dlcldant'. delth, a flvl percont (S~) dl~ount .f thl tlM p.ld I. allowed, ThI IIX tl. lMI.ty non-parUc1p.Uon penal b II cOIIpUttd on t:he totll of tt.. tlM and Inter..' ........, Md rtOt p.ld before Jlnuary 1., I''', the flr.t day .ftar the end of the taM lInt.tv period. Thl. non-partlcl,ltlon pInIIlty I, .....111I1. In thl ... IIInMr Irld In the thl .IM U.. parlod .. you MOUld ""11 thl t'M 1M In'.r.,t t..t hit bHn ......... II Indloltld on thh notlc.. Intlr..t II char"d tMltlMlnt with flr..t day of dellnquenoy, or nlna (.) IIOnth. and OM (I) deY frH tMellite of ..th_ to the dlt. of paYlllftt. T.... IilhIClh ......... delinquent Hforl Jlnuarr 1, .'.Z baar Intlr..t It thl rat. of .I~ (6X) pireent par annul c.lcul,ted .t I dill. ret. of ,000164. All tOWI. Which bac... delinquent on or .ft." Jenu.ry I, 1'12 will bI.r Int.r..t It I r.t. which will ~Irv fr" cllender Vllr to celendar v.ar with that ratl WWlOUnClld by the PA PIp.,ttllnt of Ravenue. The ..,IIC1IbI. lnt.r..t rata. for 1'12 throuth 199., .r'l Vn, Int.,lItRata DIllv Intlr..t Ftctor V.., Int.,...t Rata Dally Int,,"t hotor - 1,., IU .100'''. 1'" 'X ,OOOUV 191' lOX ,000411' l'U..."1 \IX .000501 19M lIX .001S01 I'" 'X ,OOOU1 1911 ISX ,000510 I"J'I~ 1X ,'00191 I'" lOX ,OOOUO I"S~I"' 'X .'012"7 --Intar.,t I. c,loulated .. foll....1 INTEIlElT . BALANCE OF TAX UNPAID N NU"IER OF DAYI DELINqUENT N DAILY INTElElT FAerrol --Any Notlc. I..ued aft.r the t.. bIG.... delinquent will rlfltct '" Int.r..t olloulatlon to fifteen Cll) .... baronet thl det. .f thl .........,t. If P'YMnt 1. ... aft" the Int.,lIt O,..utlUon dat. iIt'MM1 an the NotICl'_ additional Int.r..t lU.t be olloulated. V 6-;9,~ - 1 IU~IAU OF INDIVIDUAL TAMEI IIIHUI1AHCI UII OIVIIIOII DIP!, 11161 I w...,..u.O, P. 111r'~D~ol DENHIS E MATTHEWS 1041 VORK RD DILLSBURG PA 17019 COMMONWIALTH OF PENNIVLVANIA DIPARTMENT OF REVINUE c" *' CUT ALONG THIS LINE .... RITAIN LOWER PORTION FOR YOUR RECORDS .... Ri;;:lil.i.iif.i;}i.loif:97i.............-..----....-..---...---.-.---------..--...-..--...-.-.--.........--..-. NOTICI OF INHERITANCE TAX APPRAISIMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLV HELD OR TRUST ASSETS DATE 08-25-97 ESTATE OF PAULUS DAVID NOTICE OF INHERITAHCE TAM A"~AIIENENT, ALLOMAHCE OR OIIALLOMAHCE OF DEDUCTION ,_ AHD AIIF.88NENT OF TAM OH JOIHTLV "ELD O~ TRU'T AI.ET8 I.H'" U AI' UI.m DATE 08-25-97 ESTATE OF PAULUS DAVID C DATE OF DEATH 05-09-97 FILE NUMBER 21 97-0604 COUNTY CUMBERLAND SSN/DC 198-22-8098 ACN 97126145 L A"C;u;,t..~""ltt"d j MAKE CHECK PAVAILE AND REMIT PAVMINT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 C DATE OF DEATH 05-09-97 COUNTV CUMBERLAND ACN 97126145 FILE NO, 21 97' 0604 TAX RETURN WAS I S.S/O,C, NO, 198-22-8098 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUBT ASSET INFORMATION FINANCIAL INSTITUTION, PNC BANK ACCOUNT NO. 5070094172 TVPE OF ACCOUNT I () SAVINGS (lO CHECKItIG ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-14-96 Account .a1anca Parcant Taxabla x Amount Subjact to Tax Dabta and Daductions Taxab1a Amount Tax Rata X-- Tax Dua TAX CR.EDITS I PAVMENT DATE 07-17-97 RECEIPt" NUMBER AA211547 1.435,32 0,166 259,22 ,00 259,22 .15 55,88 NOTE, TO INSURE PROPER CREDIT TO VOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH VOUR TAX PAVMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS, MAKE CHECK OR MONEV ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT." DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 55,88 35,88 .00 .00 ,00 TOTAL TAX CREDIT BALANCI OF TAX DUI INTERIST AND PIN. TOTAL DUE " I~ 'AID AFTIR THl1 DATE, lEE REVE~IE FOR CALCULATION OF ADDITIONAL INTEREIT:'. ( TOTALIJE l' LEII TH~N .1. NO 'AYHENT IS ~EquI~ED, . TOTOL I II REFLICTED AS A "C~EDIT" << C~ll YOU HAY IE OUE A ~EFUND. II' ~I I 8101 OF THII FO~H FOR INSTRUCTIUNa. I In \~.' {~"\ (',,, ~\1 (D :;] eft;< 1" f,l' ~~ ()() _Ol' . NOlIeE, To fulfill the requlr..-ntlof Section 2140 of thl lnherltlnGl ~ E.t.t. TIM Aot, Aot 21 of 1995. (72 P.S. ,"U... 91401, PAYMlHTI D41tHh thl top port.ton of this NoUel Ind tublllt .,1th your Plyant to the'R.,lIt.,. of MUll printed on tM rlvar" ,I.. n ..... check or 1tOhI)' Dr.,. plyltde tal MECUSlEA OF NIlLS, AGENT. REFl.ICD (tA), Ii ,..fund of . tal( credit, which "I' not r.....teet on the tlX r.turf'. ..V lMl r.~.t.d by cHIII.tint .. "Appllc.Uon for ".fund 0' Plnn'Ylvanta Inherlttnel Iftd Ett.t. TI." (REV~l)lS). Appllcatlonl .r. IVl11lbIt at the Offl01 of t~ .ltl,'ar of Will., any of the 2S RlvlnUI DI.trIct D"la.. or by o1111n, the "10111 Z~~hour ~...rlng..rvlc. ~r' for for.' ordering, In Pennlvlvenl.'1-IOO-S6Z.Z050, out, Ida Plnnsylvanl, tnd wlthln 10011 Hlrrl'~Jr. .r.. (717) '.,-8094, TDDI (71i) 772~22S2 (Hearing I.pllrld Only). OIJECTJDNlI An>> p.rtv In Intlrl.t not ..ti.fled with thl ~rll...-nt, allowancl or dl.lliow8nC. of ~tl~. or ......-.nt of tlM (Includlne discount or Int.ra.t) a. .hown on this Notlcl ..y Obj'~t within slMtv (60) d.ys of reo.lpt of thie MoUa. bVI --Nrlttln prot.,t to thl PA Depart.ant 'af R.venu., l08rd of App..ls, Dept. 2.1021, "Irrl.bur" PA 17121-1021, ~R --11Htlnt to have thl 'Itter det'ralned .t thl Mldlt of the Iccount of the p'rlOn.l r,pr..,nt.Uva, OR --."..1 to thl Orphan.' Court AQIIIN'. !1T1lA1l1lE CORRECTIONS I Factu...rror. dl.c.vlrld on thl. ......lInt .~lld be addr....d In wrltlnt tOI PA Dlplrt'ent' of R.venue, lurl,u of Individual TaMa., ATTHI po.t A......."t Rlvl.w Unit, DEPT. 2.~'01, Hlrr..bur" PA 11121-0601 Phone (711) "7-6505. lea '''' 5 of the bookllt ftln.tructlon. for l~rlt~1 TaM R.turn for I R..ldent Deo.a.nt" (REV-ISOI) for In .Mplen.tlon af IdIlnl.trltlv.ly correctable .rror.. DJlCotIITI If any tMM due I. Plld within thra. (5) clllndar ~th. .ft.r thl decedent'. ~ath, I flvl p.rcent (iX) d'.oount of thl t.M paid I, Illowed. PENALlY I The ll~ t.. aane.tv non-partlclp.tlon plntltv I. co.,utld on tha tot.l of thl taK and Int.r..t ........, and not p.ld blfor. JInuIrv 1', 1"', thl flr.t day Ift.r the end of thl tlM aInI.tv period. Thl.non-plrtlclpltlon PMMIUV I. .,.,.lllbla In thl ... ',"",r and In thl thl... U.. ,arlocl II you MOUld ""11 thl tlM Mid Int.rllt thllt hi. bMn ......... It 1r~lo.tld on thl. notlo.. INTEREIT, Int.rllt I. chlirlld bqIMI". with flr.t ~IY of deUrMtUInOV, or nine (,) IICN1th. Ilnd one (I) day fr. the ut. of ..th, to the dllta of P'Yllnt. T.MII whlchbeo.. dll1nquMt before JllrMIrv I, 1912 bell' Int.r..t .t the r.t. of .IN ('X) ,.rcent plr ~ ~.lculatld at . dlllv r.t. of .000164. All t'M" which bee.. dlUnquent on or .ft.r Jenuary I, 1912 wUI te.r Int.r..t It . r.t. which will vary fl'. o.landlr v.er to ca1andar Vllr with thlt rat. enncMMMlld bv thl PA DI,.rtllnt of R.vlnUl. ThI .,,1101b1a Int.r..t r.t.. for 1912 through 1'" .ra, V..r tnt.,.lIt. Rlt. a.lly tntar..t FlOtor V..r tnt.rllt Rita Dilly tnterllt f'lo~ 1912 !OX .000S48 1911 'X ,000241 1'81 16X .000411 1"1-1991 1l~ .000101 1.14 H1I: .000101 1992 'X ,000241 191' IJX ,0001" I"J~I"" 1X .GOOI92 1- lOX ,000214 1"S~I"7 .X .OO02~1 -"Intlrllt 1. ollculatld II folICMf.I INTERElT . 'ALANCE OF TAX UNPAID X HUMBER OF DAYI DELINqUENT X DAILY INTEREST FACTOI --Anv Notlc. ItIUld .ft.r the tlX becOlll. dell~t will reUaot In Int.rllt c.1culatlon to flftHn ul' dlv. beVond thl date of thl .....lMnt. If ,.ltIInt It udI .fter thl Interllt COllPUtltlon dlt. IhCItIIn on thl MoUc., IIddIUonel Inter..t ....t be calculated.