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HomeMy WebLinkAbout97-00687 1f.;jC\'1 13 CO""DHWfAlIH OF PENNSVIVANIA DEPARTMENT OF REVENUE lURE AU OF INDIVIDUAL T'XES DEPT, 210601 HARRISIURG, PA 111ZI.0601 * INFORMATION NOTICE AND TAXPAVER RESPONSE FILE NO. 21 -9 J. (.t 7 ACN 91131370 DATE 07-09-97 t1HUI .. I" a.~u r' TVPE OF ACCOUNT o SAVINOS o CHECKING o TRUST lXl CERTIF, '.J EST, OF MARV A MVERS S,S, NO. 197-40-6812 DATE OF DEATH 05-20-97 COUNTY CUMBERLAND WAVNE E MVERS 1320 INDIAN PEG RD BOILING SPRI~GS ,A,17007 i; rj() RENIT PAVNENT AND FORNS TD. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HElLON PSFS has proylded the Depart",.nt with thl inforlllatlon Ilstllll below which htlS blllln uud In calculating thl potlntllll tu dUll. Thllr rlcords indio8t. that At the duth of thl nbolll dlcedent, you were a jotnt owner/benefltlary of thl. flClcount. If YOU ,..1 thh InforlllaUon II incorrlct, pllul obtain written corrlCltlon 'rolll thl financial lnltltutlon. attach fl Ctlpy to thlt forlll and return It to thl abovI addr.... Thlt acoount I. tltKtlbl. In accordanc. with the Inherltancl talC law. of thl Co..onwealth of Plnn,ylvlnll. Ch...~~~u".. ,',oi.l' II. .",........J Lo, "tll1;1I1il (717) 7a1~IUZj". COMPLETE PART 1 BELOW . Account No. 220-084398-C . . SEE REVERSE SIDE FOR 05-14-93 FILING AND PAVMENT INSTRUCTIONS Doto E,tobllshod To In,url proper credit to your aooount. two (ZI ooplet of this notice Ilu.t aceollpllny your pay..nt to the Reghter of Will.. "frIo:lohlok payable tOl "Reghter of HUh, Alent", PART [!] 5.020,02 50.000 2.510.01 .15 376.50 TAXPAVER RESPONSE I'AlLUIlI 'ORIII'ON8 llILLR'S"~T IN ANClf..~CIALTAX ASSESSNENT.. lAS.ID ON,HISNOTICI Aocount Balance Percent Taxable AlIOunt Subj.ct to T.x Rate Potential Tax Due K NOTE: If taK pay.enh are ..de within three (3) Month. of the deeldlnt" d.t. of dI,th, yOU .ay Mduot a Si( discount of the taK due. Any Intl.rltanee taxdu. will beeo.. dlllnquent nine (9) .onths after thl d.t. of d..th. To. K [CHECK ] ONE BLOCK ONLY A. 0 Th. above InforMation .nd talC dUI it oorreot. 1. You .IY choo" to r..lt pay..nt to the RIgI.ter of Wills with two copl'S of thl, notlo' to obt.ln a dhoount or avoid Inter..t, or you .ay check bOle "A" and return this notlcl to the Rellhter of Hill. and an offlcl.l Ill......nt will be 1.luld by the PA nepart..nt of R'Ylnu.. I. 0 Th. above asut has been or wUl be reported and taM paid with the P.nnsYlvanla InhedUnc. hlC r.turn to bl fll.d by the dec.d.nt'. r.pr...nt.tly.. C. ~ Th. ebov' Infor...Uon Is Incorr.ot and/or debh and deduotlon. w.r. Pllld by you, Vou IU.t co.pht. PART 0 .nd/or PARr ~ b.low. If you indioate a different t~ rate, pl.... .t.t. your r.laUon.hip to d.c.dent I --S. () n . .OFF1ClAL USE O"lY :0 Mf'! .1'11 DIPARTllE"T OF .,RIVIIlUE . ..: .., PART [!J TAIl( ltrTUIlN . CDMPUTAnnN LINE 1. Doto Eltobllohed 2. Aocount aalanc. 3. P.roent T..able _. Aoount Subject to To. 5. Dobt. ond Doductlon, .. AMount T..oblo 7. To. Rob I. T.l< Du. ~ : : : ~ . : : : : : ; : : ~ : : ' : ! : : :; ; : ; : : : : : : ; :'f::''!''~,';l~' "'~!;::';;;:;;!'Z:;:';:~::J.;::;':;~::~::' TAV DN ,lDINTlTllUllT 1 - 14+ 9.:3 'S' i::.~O, v,:.t . ~t;f), DO Ul 'S" ID. 0 f n_ 1 2 S - 5 . 7 a ';:':;:,!,:,:":'; x '","!,',,:,',; x I () ll' J t;;O I i A () PART !!I DATE PAID -\ PAVEE DESCRIPTl ON AMOUNT PAID c GENERAL INFORMATION 1. FAILURE TO RES~OND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT ., th ...1 'o.b'. 'ntor." b.... on Inforoollon tublllttltd by thl flnanclll tn.tUuUon. 2. Inn.rltllnc. till( bloO." delinquent nln. IIIonth. .,'tlil' thl dtudent', dllt, of d.ath. S. II joint IClOOU"t it tall.hl. IVln thaugh thl dtudl"t'lI 111... WI" added I'll " lIIatt.r 0' ootll,!.,.I,nol. t" Accounts (Including thOMI htld a:ttw..n hlllPllInd and wlft' ~hloh thl "Ieldlnt put In lolnt nOIll.. within ono ~..r prior to d..th .r. 1ullv 'alClIbll III tr.n".rt. S. Account. ..tebUthed Jointly b.t",.." hUlbend ..nd wlf. lor. 'hM lint ..,n, prior to dUUI 8f' not tfll)({\bll, .. Aooounts hald by . dlCld,nt "In tru.t for" ",!"lOth.r or other. art '''liable fully. REPORTING INSTRUCTIONS - PART 1 TAXPAVER RESPONSE 1. II,OClC A ~ If th. '"fof..Uon and lCollputlltlon In tht notlcl lif. (larr.at Itnll dtductlon. art not bling nl,I.ld, pl.u an ")(" In block "A" of p.rt I of the "Tal<paYlr "U'IOnl'" S:lcUon. Sign hm cop I.. l'Ind tub.lt U'l" loIlth :iour ohltk for tha IlltOunt of t'M to thl Aaght.r of Willa of tha county Indlcatad. Thl PI. DIP,.rt..nt of R.vanu. 101111 lutla an offlol.l ........nt (for. AEV-lS4& EK) upon r.calpt of thl r.turn fro~ the R.gllt.r of Willi, 2. IlOCk a ~ If thl ....t Ip.oIO.d on thll noUn hftll t"ln or 101111 b. r.portld ...nd tll)( Julld loIlth thl I1lnnlvlvllnl. Inhar1hncI TllC Raturn fllld by the clloldlnt'l rIPr...ntlltlve, plao. 811 "K" In blook "ft" 0' I'"rt 1 Qf the "TlIl<paYlr R..pon.I" ..ctlon. Sign ani copy and rlturn to thl flA DIPart.lnt of Aavlnu., Rural'lu of Individual 11lMU, Oe,l\ l80601, Itarrl.bllrQ, 1'4 11128-0601 In thl tnvtlope provided. I. BLOCk C R If thl noUcl lnforl1atlon I. IncorraClt andlor dlduCltlonl IIrl bllnv dalllld, chlok blook "C" IInd oOIll"lat. 1l3rt. 2' and 5 lMloonJllI" tCl th.. ltl.'IIol....'...I,,. b:.lo" , :ligr, tw:: ccr.~~t LJfI.J s\Jb~,.\+:' +:'1',,, ,-,lt~ ~"'l'r rn..,.lt ~M tn" ...."Ilr'!t of hI! oIlYl'lbl. to U'll M.qhttt' of willi of the cOUl,ty Indloltad. Th. PA Oe,OIIrt.ent of Revenue wtll Inua 8n IlHlolal u..It..nt (For. REV-IS48 EKI upon recalpt of ttMI raturn fro. thl Ragl.t." of W1lII. TAX RETURN - PART - TAX COMPUTATION 2 lINE 1. Ent." MOTEl tha d.ta the account origlna1h wu Iltablllhld or titled In the .anner .)(lltlng 8t date of dallth, for II daeadant dyIng lifter lU12l82: Accounh loIhlClh the decedent put In joint nalllu within ona (\) Y'flr of cleath Irl tal<abla fully.. tr.n.flrM. However, thar. II IIn e)(clUllon not to .I<caad '1,000 par tran.f.,tl regardla.. of tha valul of tha ICCOunt or tha nu.ber of accountl h.ld, If a double ..ttritk Oun appallrl blfora your flrlt na.a In the addra.. portion of thl. not1(;11, tha U,OOO eMolullon Ilrllldy he. bllln d.ducted fro. the aocount bahllCI .. raport.d by thl flnanclal In.Utullon. 2. Ent.r the total ballnGa of tha leeount Including lnt.r..t aooru.d to tha date of d.ath. S. Thl perot"t of the ICU;Ount that h tal!lbl. for ..ch lurvlvClr I. dltlitrdnad .. follow'l A. 1h4t plroant taMabla for joint ....t. e.tabllth.d 1I0re thIn one Y.lr prlo" to the dauedant', d.lthl DIVIDED IV TOTAL NUMBER OF JOINT OWNERS Ex...1a, A joint ....t raghtllrad DIVIDED BY TOTAL HU"BER Of K 100 . PERCENT TAK41LE SURVIVING JOINT OWHERS In tha nl.a of tha dacadant and two othar porlonl. 1 DIVIDED IV 3 (JOINT OWNERS) DIVIDED IV 2 (SURVIVORS) . .167 )( 100 16.7X (IAXABlE FOR EACH SURVIVOR) I. lh, paroent talCabla for ...ah cra.t.d within ana yaar of thl daceda"t', d.ath 0" accountl ownad by the dlcad.nt but tlald In trult for anothlr IndhdduaU.) (tru.t ban.flol.ri.,)1 1 DIVIDED IV TOTAL HUMIEA OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES lC 100 PERCENT TAKABLE EM..III joint Iccount rlghtar.d In tha n... :)f tha dlcadant and two othar plrtonl and ..tab11thad within oM Ylar of death by ttMi dlcldant, 1 DIVIDED IV l (SURVIVORs) . .50 I( 100 . SOil (tAKABLE FDA Ur:H SURVIVOR) It. 1h1 tttOUnt lubJ.ct to t8X (11M 4J 11 deter.lnad by _ultlptylnl thl IICCOUMt balanca Olna j!) bv the IMrclnt talCatlla (lint U, S. Entar the total of thl da~tI and dMfuotlonl I Ist.d In P.rt S. .. T... MOUn'" t.Il..... lilt...... ,t u.i..r.'ntid bY tu,Hraotine tna OIOU ..~ oeouudUIUI (I Inti i! '''0. tlull ..UVII\ lu"Jeot tll UlC ~J.IM1 .... 7. Entar thl appropriate tllC nt. Olna 7) II datl,ein.d bIlow, A, For dat.. of ctalth oCCl,lrrlnl aftar 6/~0/94, tha hI< rat.. for tr'n,fa"t to IpOuI..ar." foUOWll 1. Dati' of delth on or .fta" 7/1/94 and baforl 1/1/9S the r.ta II Sil. 2. D.ta. of de.th on or a'tar 1/1/'S trln,fert to .pou,.. will be t8lCed lit Oil taM reta. Mot" For data. of deeth prior to 111194 tran,fart to .poua.. ar. t.l<abie at 6X. I. Trantfa", tD l1naai dl,oandantllncludlnl fethar, lothar, lon, dlUghtar, grendChlldr.n, ,on-In-lew, dMtlhter-ln-lMl, .tapohild and thalr luuI ara hubll .t ,ilC parc,nt (6:(). C. Trantfarl to 011 Othl,,1 lnoludlnl brothar, titter, unola, aunt, naphaw and nlaea are '.lCat,l. at fUhin pa"o."t UliO. D. If you chentll thl tal< r.ta, pl.... .ptolflt your relatton'hlp to ttMI dtcadant In the er.' provldld, .. ThI ..unt of taM due Oln.') 11 det.ralnad by lIultlphlng tha ..ount taMabl. Ulna 6) by tha talC r.ta lIlna 1). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowtbl. debt, and deduction' ara dat.ralnad a. folloNI: A, Vou l..aUV ara r..pontlbl' for pay.."t, or ttMI ..tata lubJaet to a.lnlttration by a P4lrsonal rapr..antattya l, In.uUlelant to pi" the daduGUbla It.... ., you lotu.lh paid thl dabt. ,ftl!' daath of the daoldent and un furnllh proof of p.y..nt. C. Dabtt balnt1 oltlllld au.t ba It.aizad fullY In Pllrt I. If .ddltlonal ,PIC. II n.edad, 1..111 plaln paper I 112" I< 11". PrCl'of of ply"nt "" bt requa.tad by the Pol Oepart..nt of RI".nua. /5 /"IJ I'~ to""ONWEAlTH OF PEHNSVLVANIA DEPART"ENT OF RF.VENUE BUREAU OF INDIVIDUAL TAICES OEPf, 210601 HARRISIURG. PA 1112.~O'Ol * INFORMATION NOTICE AND TAXPAVER RESPONSE FILE NO. 21 '1I r;. 't 7 ACN 97131371 DATI 01-09-91 TVPE Of ACCOUNT [] SAUINOS [J CHECKINO [J TRUST [K) CUTlf. UVd'H U .,_ 0.'1f EST, OF MARY A MYERS S,S, NO. 191-40-6812 DATE OF' DEATH 05-20-97 COUNTY CUMBERLANO CHARLES K MYERS 1369 CREEK RD BOILING SPRINGS PA 17001 REMIT PAVMENT AND fORMS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 "ELlON PSFS ha. pro\,ll~.d tha Oepert"'61nt wIth the Inforllliltlon lilted b,low which hili b..n ulled I., calculating the potential tax due. lhalr reoordl lriJtlc:lJlta \hat at the de.th of the "bo..,e dacadent, yoU war. It joint ownlllr/b'lnaflclary of thll aocount. If you f.. 1 tnll Infornatlon It Incorrect, plu.. obtain written correotlon frail the flnftnclal Institution, attach !II COpy to thl. for. ."d r.turn It to the above .ddr.... This lIocount it talulbl. In accvrdanll' with the InhorltaMo fix laws of thl COlll.onwe81th of P.nnsYl~.nla, WUI.ttOnl ..y De answerla ov 1l1111ng lfl/) fbf-B)lf, COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS A..ount N.. 22-A43044-C Dat. 05-14-93 E.t.bl hh.d Account .Ilance Percent Tlxable A.ount Subj..t to Tax Rate Potential rax Due To inlurl proper orad It to your aCClount. two eZI cDpll1 o~ this notlc. IIIUSt acco.plnY your pay.ent to the RAghtlr of "'l1h, Hlkl chIck plVlble tOI "Reghter of W1111. Agent.., PART [!] 10,040,04 50.000 5,020,02 .06 301.20 TAXPAYER RESPONSE 'AILUIII'fORISPOND WILL RESULT XN AN OJlltXCSALTAX A8IISSIlIHTIASllI ON THXS HOTtCI x NOTE I If taM pay.ents arl Made within thr.e (3) .onth. of the deud.nt', dlt. of death. you lIay deduct a 5% dhccunt of thl taM due, Any Inheritanca taK due will beco.e delinquent nine (91 1Il0nthl after th. date of dllth. Tox x [ CmK ] BLOCK ONLY A, 0 Thll above Infor..Uon and taM due .II corract, 1. You .ay ohoo" to re.1t pay.ent to thl Reghtlr f'lf Willi Ollth two capia, of thl. naUee tt' obtain a dllcount or avoid Inte'l.t, or you .~y ch.ck bOM "A" and r.turn thll notlc. to the Ragl,tlr of H1111 and an official a.......nt wUl ba iuuad by the PA DlpartMlnt of R,vlnu" e, [] Thl above a..lt has ba.n or will be reported and taM plld with tha Pennsylvanta Inherltanc. TaM return to b. fllad by tha delledlnt" rapr..entaUvtl, c. [] Tha above Infor..tinn i~ncorr.ct and/o~ebt. and d.ductlonl ware plld by you. Vou IUlt cOllphte PART ~ and/lJr PART ~ beloH. If you indioate . different t.x rate, pl.... .tate ~our r.lation.hlp to dec.dentl . . .O!"PICIAL USEO"LY .0 lOAf'. I"A .D'PARTME"T Of REVENUE .... PART [!] ,-.Ill( .!lP.TUPN . CON"UTATION LINE 1. D.t. Eltob111hed 2, Acoount I.lance I. Peroent TaM.ble 4. Aoount Subj..t t. Ta. I, Dabta and Deduotlon. 6. A..unt Ta.ob1. 7. Ta. Rot. I, Tax OUe :"#~,_.,>::L::~'\-.', .-<,.:<:. '.::J4:}~;::)~~ PART [!] DATE DEBTS AND DEDUCTIONS "AD .__ 1 2i 3 " 5 , 1 8 CLAIMED OF TAX ON JOTNT/TRU9T ACCOUNTS 1 2 5 X 4 S 6 7J a . - , :.::: ~ : ': DESCRIPTION AMOUNT PAID PAYEE PAID j I . I TOT At (Ent.r on Line S of Tax Co.put.tlonJ Under p.na1ti.. of perjur~1 1 declare thet the i.ct. 1 have reported abov. ere true, correct and 00..1.te to the be.t of IIY knowledge end beUef. TAXPAYER SIGNATURE !jOME WORK ( TELEPHONE ) ) NUMBER DATE ... ,<',',',' '::";" GENERAL INFORMATION 1. fAILUU TO ResPOND WILL RESULT IN AN O,nCIAL TAM ASSESS"ENT .lIn ...II,.bl. IntorOl' b...d on Inlor..llon lublIltttd by t'" flnancle' 1n.Ututlon. 2. l~rlttnc. t.~ blca..' dlllnquent nln8 .ont~. .fta,. thl dlc.dlnt', dlt, gf d~.th, S. A Joint ICQOunt I, tlMlbll IVln thnugh thl dletoant" n... NIl .dd,d .1 ft .ftttl" af convenlenel. 4. Aocountl (InolucUnl tho.1 hlld batw,.n hu.blnd Ind wif,l which thl dla.dlnt put In joint nit'" wlthln dnl y..r pr'lor to da,th .r. fully tlMlbl1 '1 trln,f.,... S. Aooountl utlblhhed jointlY batw"n hUlband flnd wlf. lora thin on. y..r prior tet duth "ra not h)("bla. .. AClOountl hald by .. Hoedant "in trUlt for" anothlr or othlr" .r. \lMlbl. fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1, BLOCI( A ~ If thl InforM.tlon Ind COMPut,tlon ir. thl I\(JUca ar. corrlet and deduction' ara not b.lna al.I..d, pll10e .., "I(" In block "A" of Pert 1 of the "l,ucpfty.r R..pc.,...." ,1.otlon. Slgn two copt.. and 'Ublll t th.. with your oh.ck fnr the lI"Ount of tI~ to the R.glu.r of Wills of the oountv Indlollted. Th. PA D.plrt",.nt of R.v.nu. will Inu. IIn offlol111 ........;,t (For. REV~li4' F.~) upon r.c.lpt of the r.turn frail the R.gl.t.r of will.. 2. Il~CM. ~ If the ....t .p.clfl.d on thl. not to. hll' b..n or will b. rllPort.d and taM paid with the Pllnn.ylvanla Inh.rlt~clI lllC A.turn fll.d by the d.o.d.nt'. r.pr....ntfttlv.. plac. an "M" In block ..... of Part I of the "TIIMpay.r R.,pon.a" .actlon. Slgn 0.... oopY .nd r.turn to the PA D.p.rt..nt of R.v.nue. aurallu of Individual TIIM'" O.pt ~a0601, Harrl,burg, PA 111l8-0601 In the envelope provld.d. 5. BLOCK C _ If the noUeII Infor.aUn" ls Inoorreot andlor deduction. lire balna chl.ad, check block "C" and oOIllPlat. parU ~ IInd 5 accordlna to the muructton. 0..1.0101. ~lgn two cop I,,,, IInd .ub.h th.. whl1 1I0U'. \Jiltlllk fur ("tI d.UUll~ uf t." paJ.:..1. ~w UI. Itltllll.t"t of Will. of the oounty 'ndlcllt.d, Tha PA Ollpart..nt of R.v.nu~ will I..u. .n offlol~l .I,."..nt (For. REY-li48 EM) upon racelpt of the r.turn frd the Reght.r of Willi. TAX RETURN - PART 2 TAX COMPUTATION ll... 1. Ent.r the d.t. tha account originallY w., ..tabll.h.d or tltl.d In the ..nnar .MI.tlnG at d.ta of death, MOTEl For I d.cadent dyfng aft.r 12/12/821 Account. which tha d.o.d.nt ~ut In joint n.... within anI (1) 1I..r of death .r. t.~abl. fully a. tr.ntfar.. How.ver, there i. an .~clu,lon not to .xc..d $S,OOO par trantf.re. reA.rdla" of thl value of the account Dr the nUllb.r of ,cOGunts :'eld. If . doubl. .,t.rl,k (MM) app.er' b.for. your flr,t n... In the addra" portion of thl. notlc8, the $J,OOO .Mclu,lon alr.ady h.. bun d.duct.d frOM the lIIooount balanc. at report.d by the fin.nelel In,tltutlon. 2. Ent.r thl totlll balllnCl' of tha Iccc,unt including Interlllt .ccruad to the data of d.eth. 5. ThI p.rclnt of the aocount that 10 t.~.bl. for .ach .urvlvor I. d.t.r.lnad II folloWl1 A. ThlP.rc.nt t.M~I. for joint ....t. ..tabll.h.d liar. then onl y..r prior to thl dac.dant'. d.athl 1 DIYIDED IV TOTAL HOHlER OF JOINT OWNERS EM..,lll A joint ....t rlgl.t.r.d DIVIDED IV TDUl NUHIER OF M 100 . PERCENT TAMA.LE SURVIYING JOINT OWNERS 1n the na.. of the decad.nt .nd two oth.r p.r.on'. I DIYlDED IV 5 (JOINT OWNERS) DIVIDED IV 2 (SURVIYORS) . .167 M 100 . 16.7Z <TAICAllE FOR EACH SURVIVOR) .. Tn. percent t.xabl. for ....t. cr..t.d within on. y..r nf the d.c.dent'. d.ath or account I o","ld by the u.o.dllnt but held In trult for another Indlvlckll1<.) {tru.t ben.flalari.I)1 I DIVIDED IV TOTAL HUHIER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES )( 100 . PERCENT UMABlE EM..,111 Joint account rell.tlred In the na.. of the d.o.dant .nd two oth.r p.r,unl end ..tabll.had within ona YMlr of delth by tM dMMMt. I DIYIDED.V 2 (SURVIVORS) . .SO II 100 . SOX (TAMABLE fOR EACH SURvtVOR) 4. ThI.-unt lubject to t.M (11M 4) 111 deteraln_ by IlUlt1plYlnl the account b.11IflCI1 (line 2) by the peroent ta~abl. (1lne 5), 5. Ent.r the total of thl dabt. and dedUCtion. ll.ted In P.rt 5. .. I"..-ount ta~lIble nine ftJ II daur.lnld by .ubtracUna 'the a.at. .nd dllduCtionl (lina 5)'ro. the uount .ubjlctto hM (Une ""). 1. Enter the .,proprlata t.~ rate (line 7) .. detarllln.d b.low. A. For d.t.. of death ocourrlnt .ft.r 6/S0/'''"' the t.M r.t.. for tren.f.rt to ,pou... .r. .. follow'l 1. alt.. of dIIeth on or .ftlr 1/1/'''" end bafor. 1111'S thl r.t. i. !X. 2. Dete. of de.th on or Ift.r l/1/9S tran.fer' to .pau'" wlll b. tIMid at O~ tl~ r.t.. Motel for dat.. of de.th prior to 7/1/~4 tr.n.f.rl ~o ,pOUI.' .r. t.~.~t. at 6X. .. Tren'fIIrt to 11na.l dlllClnd-.nU Includlnl f.ther, l'IIoth.r, ,on, d.ughter, grandchl1drlln, .on~ln~l..., deUlhtlr.ln"I"', .tapchlld Ind thllr Inu' .re tIIy,abl. at .tlC plrclnt (6X). t. Tr..,.fer. to all otMIrI Including brother, .1I1.r, uncia, .unt, nlph... and nleel are t.~lIbl. at flftlen Plreant (1S;O. D. If you ohantll the t.M rata, pl.... 'PIIclhl your rIIlaUon'hlp to tha daesdlnt In the are. provided. I. The.-unt Qf tlM dull (Un' .) 111 d.teralnlld by .ult1plvlnl the ..ount taMnl. (Une 6) byth' taM rat. (11ne 7), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AU".._11 debt. and dlduaUonl e,. daterllnad .. followlI A. You 11,llly ar. r..pon.lble for p.Vlllnt, or the a.t.t. .ubJect to adIIlnl.tr.tlon b~ I plrlon.l repr.,entatlv. I. Inlufflcl.nt 10 PlY the daducUbl. It.... .. You aotullly peld the debt. .ft.r dII.th of thl dac.dant and can furnl.h proof of p.y-.nt. C. Dabt. b.lnl clalled .u.t bl It..ll.d fully tn r.tt 5. If additional .pec. I. nalld.d, u.. pl.ln pap.r . 1/2" ~ 11". Proof of PIYHl'\t .ay bs ,'squa.ted by thl PA Deper t..nt of R'v,nu.. ',I j" -'f ,.. ,-, ,-- '" .~ . COMMUNWIi^l.HI or PIiNN9VIVMII^ 11I'PM1IMI'N! or BIiVI'NUE BUREAU OF INDIVIDUAL TAMil lJf.f1t ?AOftOl IlMHII8IHJtUl. PA 111::'A.0601 l ~ I ~~ PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO AA 2116 3 9 m:\ll\81f.lC (IHllll . .. RECEIVED FADM, NANCY L LEINAWEAVER le75 CREEK ROAD MECHANICS9URG, PA 17055 100111lrm. ESIAlE INFORMATION: f'1I.f NUMAHt . .___21 ,..-1-9~97_"ObB7__ 5 SNm19_7=-Ii 0,., 6B 12...- -__".. NAMf or nfCEOFNf (tAS'1 (nnSll (MI) .. p... MYERSpMARY A. t'lATr: or PAYMfNI . ...8/15/1997 POSIMl\flK DATr ... n._O/OO/OOOO_ COUNty .. _.__CUMBERLAND IMIF or: ntAHI __m_.$/.liQ./_~_ .------- REMARKS NANCY L LE I NAWEAVER SEALCHECKIt 4750 1MPMr:R ......~'...1~-.. \. ; "i ~ ,.... ACN ASSESSMENI CONlnOL NUMBER AMOUNT ..,..-"----..--1,0-1- --t2liS-.-OO--- TOTAl. AMOUNT PAID p_______. 'e85. 00 g ~VZ /I ) , REOEIVED av .~{.('__l.". _ _~ MARY C. ~~"'I S ' Jl(1.IJ?~;;;;ty- REGISTE~/OF WILLS ~ , " (' . " " , , . '1\ , , ,- ., ;Ii" (~; i - " " , \ <<, I 'I.' 'r, -, "'" , ........-. -.,-r ~ 't~ ,. :' ;~'... I __'~:jI!;""......--~...;;""'~~J '1'---'~' , , ,.('-'o;'.~.( . .".,.. .~.,,,,,;,,.,(I,.... ~ ~'" -' '\ "~ '; ~~~ 91 SiP " AM 8136 '9<{ 1.7 . iJl ,- ")1 f\;,. !,'" in, el,:! " CUI , ; ~ ;...."~~ ......~,.,...~ --- ~- '" ,."'t .;~"~, ......~ r 'P"'''' , lI':". , , w ;"",' I.~-;- / tjJ - 8 lURE AU Of IHOIVIDUAL TAMES INHERITANCE TAil OIVISION OEPt. 260601 HARIUIIURG, PII 17121~O"1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' 'I C NOTICE bF INNERITANCE TAM A"RAIIE"ENT, ALLOMANCE OR DIIALLONANCE OF DEDUCTION , AND AlIEI8"ENT OF TAM ON JDINTLY HELD OR TRU8T AIIETI m.ltUU".IIl.tI, CHARLES K MVERS JR 1369 CREEK RD 80ILING SPRINGS PA 17007 DATE 12-01-97 ESTATE OF MVERS MARV A DATI OF DEATH 05-20-97 FILE NUMBER 21 97-0687 COUNTV CUM8ERLAND SSNIDC 197-40-6812 ACN 97131371 E~o."nt -ii..ltlod::J MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ itiii: ii;;i .ilCAFp.f 03 :,7"i.. ...... ..... .............. ............. --.... ..... -. -.... -...... ..... .......- - - - -.. NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-01-97 ESTATE OF MVERS MARV A DATE OF DEATH 05-20-97 COUNTV CUM8ERLAND FILE NO. 21 97-0687 TAX RETURN WAS. S,S/D.C, NO. 197'40-6812 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 97131371 FINANCIAL INSTITUTION. MELLON PSFS ACCOUNT NO. 22-A43044-C TVPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTA8LISHED 05-14-93 Account 811ence Percent Tlxlb11 X Amount Subject to Tlx Debt. and Deduction. hub1e Amount T.x RIte X Tlx Due 10,040.04 0.500 5,020.02 .00 5,020,02 ,06 301.20 NOTE. TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SU8MIT THE UPPER PORTION OF THIS NOTICE WITH VOUR TAX PAVMENT TO THE REGISTER OF WILLS AT THE A80VE ADDRESS. MAKE CHECK OR MONEV ORDER PAVA8LE TO. "REGISTER OF WILLS, AGENT." TAX CREDITS: PAVMENT DATE 08'14-97 DISCOUNT (t) INTEREST IPEN PAID (-) 15.06 RECEIPT NUM8ER AA211634 AMOUNT PAID 286 . 14 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE " IF PAID AfTlB THlI DATE, SEEREVER~E FOR CALCULATION Of ADDITIONAL INTI EST. · I If TOTAL DUE IS LESS TH~H n I NO PAV"ENT IS RElIUIRED. IF TOTel DUE IS REfLECTED AS A "CREDlT" ( CRII VDU HAV IE DUE A REfUND. lEE RE ERIE IIDE Of THII fOR" fOR IHSTIlUCTIOHa. I 301.20 ,00 .00 .00 ,~tw MOllet I PAYlIlMII II!'~ ICR)1 "-j " c'.? '.:~() 10 fulllll 1M ,.qul'''''''' of ...,Ion Zl40 .f 'h' 1....'11.".. and Eo"" I.. ,.1. ..1 ZI of i.u. (11 P.I. 'Htlon .140), IIOI00h 1M 10' ,..Il.n .f Ihlo HoII.. and ._11 .llh .ou, '....nl I. Ih. R..I.,or ., NIlI' "lnl" .n 1M 'ellen' I1ne, .. Milk. cnectl. or IIOMV or.f PIV..,i. tOI REGISTER Of lUllS, ACENT. , ,.fund o. . '" ....II. .M.h .00 nol ,......,.. on lho ,.. ro'u,n. ... .. "qu..'" .. ._I.lln. ... "...II..,lon fe' R.fund .f ,...,..lv..,l. I_dl.".' and E.Io" I.." (REV.utll. ",II..'lon. or. .v.Il..1. .1 Ih. Off I.. of 1M R..I.,or of NlIl", on. of 'h' IS R.v..... 01.,,1., Offl....... ..lIlng 'h. .,..1.1 14'hOU' ..,..orln. ...vl.. nu.btr. for for" ar.rlRlI In Plnnlvlvanll 1~AOO'S62~ZOSO, outside Plnnlvlvlnle end within lOCI I Harrl.bUr, .r.. (711) 711-10'4, Toot (717) 712-2252 <Helr'n. 1."ir.d Only), OSJI!CIIOIIt. onv ,orlV In Inlo..., nol ..\1.11.' .llh .h. ..,"1.._.. .110...... .. .1..11....... of ......tI"". or ......_1 of ... llnoludlnG .1...... .. In..,..I) .. .hOWn on .hl. ...1.. ... ..j.., .I.hln .1.,. ('0' .... .f ,00.1,. .f thh MoUce byl ...,IIt.., ,ro,..1 101M ,. Ooporloonl of R.vonuo, eoord of ",001., 0..1. moZl. ....h...... PI 11I1.-101l. OR .-.loo\lnG 10 MV' 1M ..ltor ....rolnad .. 'M ....11 of 'M ...ounl of lho ,.""".1 ,.......".tlv.. OR __."..1 to thtl Orphenl' Court IIIIlIM- IIlIlATlIIE COIIlIlCTlOIIt. OIICOlIII. IIlHAL IV I INTEREST I Foo.vol ,"0" '1"'Vor.' "" .hl. .......onl ....ul. .. ...ro.... In ..It1n,'" PI o.,orl-' of R.v...... Ivroau of 1""lvl-1 I..... m.. '01' .........., Rovl.. Unll. O€,I. ,,"01, H...I..u... PA 1111"0601 Phono (1\1) 1.1...0i, Soo ,... i of 1M .001<1., "In.l.uo\lon. f.. I""orll"'" 10. 1.lu.n fur .1..ldonl o.cedentft (REV-ISDI) for en I.pl.natlon of ~tnl.tr.tlv.1Y Qorr.ot~l' ,rfO'" If .... 10. duo 10 ,.1' .1.hln W" (SJ ..Iandor oonlh' .lIor 'M ....-... ...,h. · f1v. ....onl (iXl dlHount of the 'llC plld is .11GtitH. 1M U~ 10. _.IV non.,..t1.I,.t1... ,....It. 10 o_ul.. "" 1M 10..1 of 1M to. and Inlor..' ......... ond nol ,.Id bofo,' Janu'" I'. I.... lho fl.., ... .1'" lhO .nd of .h. I.. .....,. ,..1". Thl. non-,..,I.I,..I"" _It. 10 _.1.... In 1M ._ .onna. ond In 'M Ih. .... \I.. ,orlO' .. 'ou ....1. _.1 1M I.. ond In,...., that hi' b&~ ......ed II lndicatad on thl. notlc.. Jr,te,..t II a....,..... bellnn!'" with fir.t day of dtIl1~V, or nlM (9) .nth. MIl one (1) day f.oo 'M ..,, of ....h. 10 lho ..,. of ,.,oonl, T.... .hlch ...- ..11_' "'0" Janu'" I. I9U bear In'.r..t at the nt_ of ,ilt (6;() p.rcant p'" ~ calculated at . dillY rate of ,000164. All I.... whloh ...... doll_' "" ., .fl.. Jonu'" I. 1..1.111 ...r Inl.,..1 .. . ..,, whloh .111 v.,. frIO 011_' .... 10 0.1_' .... .lth Ih.1 rol. .......... .. Ih. ,. 0....,..." of I.v....., ThO ...110..1. Int.r..t rata' for 1"Z through 1997 .r.: '!!!!: lnt.r..' Ma" DeUy tntar..t Feetor V.." In'.r..t Aata O.Uy Intor..t fector - nlZ ro~ .00Dl41 1911 .~ .000247 1,.1 l'iC .0004se 1'''-1991 1I~ .000101 I'" 1I~ .00OSOl 1"1 .~ .000247 I'U \J~ .0005" l"J~l'~ n ,OQGl9Z 19" IO~ ,ODIn,. 1"5.1997 .~ .001247 "~Jnt'r..t 1. caloulated ,- follOW.1 IMTUElT . IALAMe! OF TAX UNPAID X NUNIER OF DUI DELIMqUEIlT X OAlLY IMTERElT FACTOR __"", Ho\l.. 1.._ .ft.. 1M I.. ....... "II_' .111 ..11001 .., Inl..... o.l.ul.\I"" '0 IIft_ (Ii) .... bo.ond lho ..,. of 'M ......oonl. If ,....." I. .... .ftor 1M In,...., ._'.\1'" ..to -- "" .ho MottOI, Iddltlonll lnte,'" .u.' ~ olloulltld. ." .., '"......-..".,. ~-/q1- /3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ("*, IU~IAU OF INOIVIOUAL TAM IS INHEllfAHCE ,ax DIVISION DEPf, ZlI'CA KARR..IURO. ,. 17'1"060' NOTICE OF INHEIITAHCE TAM APPIAIltHEHT, ALLOHANCE 01 OIIALLOHANCE OF DEDUCTION '- AND AlIESIHENT OF TAM OH JOIHTLY nELD OR TIUST AIIETI tn.It..,.. if' UI.H. WAYNE E MYERS 1320 INDIAN PEO ND BOILINO SPRINOS PA 17007 12-15"97 MVERS 05-20-97 21 97-0687 CUMBERLAND 197-40-6812 97131370 ~' ~t ~..Itt.d l DATI ESTATE DF DATI OF DEATH FILE NUHIER COUNTY SSNIDC ACN MAR V A MAKI CHICK PAYABLE AND REMIT PAYMINT TOI REOISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG TMIS LINI .. RITAIN LOWER PORTION FOR YOUR RICORDS .. 'Riii: iiJli.ii 'Aiiji-rOy:"y".' -----.. ..........-.....-....-------- -.- - -----. - -. - --. - -..,-- - -. - --. --... -. -. -... NOTICI OF INHIRITANCI TAX APPRAISIMINT, ALLOWANCI OR DISALLOWANCI OF DIDUCTIONS, AND ASSISSMINT OF TAX ON JOINTLV HILD OR TRUST ASSITS DATI 12-15-97 ESTATE OF MYERS MARV A DATE OF DEATH 05-20-97 COUNTY CUMBERLAND FILE NO. 21 97-0687 T AX RETURN WAS. S.S/D.C. NO. 197-40-6812 (X) ACCEPTED AS FILED ( ) CHANOED JOINT OR TRUST ASSET INFORMATION ACN 97131370 FINANCIAL INSTITUTION. MELLON PSFS ACCOUNT NO. 220-084398-C TVPE OF ACCOUNT I () SAVINOS ( ) CHECKINO ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 05-14-93 Account Balance Percent Texeb1e X Amount Subject to Tax Debta end Deduction. Taxable Amount Tax Rate X Tax Due 5,020.02 0.500 2,510.01 ,00 2,510,01 .06 150,60 NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAVMENT TO THE REOISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MCNEV ORDER PAVABLE TO. "REOISTER OF WILLS. AOeNT:" TAX CREDITS I PAVMENT DATE 08-14-97 ---mEIPT NUMBER AA211636 DISCOUNT (+) INTEREST/PEN PAID (-) 7.53 AMOUNT PAID 143.07 . TOTAL TAX CREDIT IALANCI OF TAX DUI INTIRIST AND PIN. TOTAL DUI IF PAID AFTER THIS DATE;. SEE REVEISE FOR CALCULATION OF ADDITIONAL INTEREST. · IF TOTAL DUI IS LESS TH N '1, NO PAYHENT IS REquI~ED. IF TOTAL DUE IS REFLECTED AS A "CIIDIT" I C~~I YOU HAY IE DUE A REFUND. lEI IIVIRSE SIDI DF THIS FDRH FDI INST~UCTIPN5. I 150.60 .00 .00 .00 i' 1 {~; PIJRPOIE OF !<<IlICEI To fulfill the nqulrl..ntl of Slotlon 2140 of tht Innldtllnol and hht. TIM lilt, AGt Z1 of 1'''~ (12 P.I. S"Uon .UO). DttlCh the top portion of thh Notice and I._It with your ply""t to the R.,ht.r of WU1. printed on tM r.V'"'' I1de. .~ ..... cheCk or IIOMY order p.vabll tOI REGISTER Of' WILLS, AGENT. PAV""M', OIJECTlOHll Anv party In lntlrut not ..thHId with thelPPrlhlHnt, IUowanc. or dt..Uowenel of dlduCtlon. or ......Mnt of tlM (lnGhtdlne dllllount or Intlrllt) .. .hown on thlll NotlCI alV ubject ",lthln .IMty (60l dayI of recllpt of this NoUce byl u",rltt.n prot.lt to thtl PA Depart""t of Alvanua, loard CIf a,pIIls, Dept, flUll, HarrllbUrg, PA 17121-1021, OR ullacUna to haVI tn- ..tUr dltlralned .t thl audit of thl IClCount of the parlonll f'aprll.nt.UVI, OR .~""II to the Orphan,' Court A rlfund of a tlM credit, Nhlch "'" not r......tad on the taM ,..turn, ..v btl requ..tld by cOllPlaUnw 1M "Appllolltion for Alf~ of pann.vlv....l. InMritlflClI IHld Eltltl TaM" (REYwUU), AppllCIUonl IIrl avaUabl. It thl OfficI of the R..ht.r of WIU., IlnY of thai U R...,....... Dlltrlot offlc.. or by caUlng the IpMlll Z4-hOUr' an.",.rlng ..rvlol nuabar. for for.. ordarlnal In Plnn,Ylvanla 1-$OO-J62-20S0, out.lde Plnnlylv.nla and ",Ithln locII Harrl.burg ar.. Ull) 1I7-a094, TDDI (717) 712-2252 (Haarlng 1.,.lred OnlY). 'llE'UMIl (CR II AIlIIlM" IITRATlVE CORMClIONSI FlCtual .rror. dl.cov.r.d on thl. ......eent .hOUld be addrl..ad In ..rltlnl tOI PA o.,.rt.ent of RIV~, lur." oflndlvlMI TIM'" ..llNI POlt ......nant RIVII.. unit, DEPT. 110601, H.rrlour" PAlllZl-0601 Phone (Jill 711"'SOi, S.. Pili S of the bOOkl.t "Inltructlon. 'or Inherltanc. TIM R.turn for' A..ldlnt Decadent" (REV-ISOI) for an 'Kpllnltlon of edalnlttratlvllY carr.ctabl. arror.. If anw tu due It ,aid ..Uhln thr.. (5) Gal"'r IIOMth. aftlr thl dMadentt, dHth, a flv. peroent (IX) dlHount of the tllC paid 11 .11owad. ThI II~ talC ,,",.ty non~p.rtlolpatlon penalty II coaputad on the tot.1 of the teM and Int.r..t ......ad, Ind not plld ~for' ~ry II, 1"', thl flr,t day aft.r thl and of thl taM ..nI.ty period. Thl, non~p.rtIGlp.tlon penIIltw it ,"",alllbl. ln thl I" aanner ~ In the the .... U.. p.riod at YOU would eppnl the taM 'WI Int.r..t thit hll been 1..I..ad .. Indloatad on thlt notlcl. DllClUIT1 PENAL TV I INTERES'I Intar..t I. chlr... ..lnnlnt with flr.t MY of dltllnquanoy, or nine (9) ""thl and one (1) daY frOll the data of death, to thl det. of PliIlI.."t. T'M.. which .- delinquent be'or. nnuary 1, 1.12 ...., Intlr.lt at the nt. of ,he (6i0 peroent par ..,...,. oalculltad .t a dally rat. of ,OOD1~. ..II tlMlt Mhlch btC... delinquent on or ,.tar Jenuary 1, 1,IZ will ~r lntar..t It . rata ~Ich ~lll vary frOl oll,netar y.,r to callndar y..r with thlt raU announced by tha PA Dapartaant of RIl,fanua. The appUcebla , Intar..t rat.. for 1911 thrOUlh 1"1 .,.11 ~ Int.rllt Rltl DIUy Intlr..t F"tor ~ Intlrllt Rat. Dally Intarllt ,"tor "It lOX .000541 1'1" '" .OO02U I'IS 1':< .00001 19U~I"1 11:< .000501 191" 11;( .000101 ,... ,. .00DZlltl 1915 m .000156 199J~199llt 7Y. .00019Z "" 10. .000214 1995-199. 91: .000247 --lntarllt h calculatad .. '011_11 INTEREIT . IALAMCE OF TAX UMPAID X MUNIER OF DAYI DELINqUENT X DAILY INTERElT FACTOR ~.AnY Motloa I.~ .fter the tlM boO~' delinquent ..III rlflact an Intara.t oaloulltlon to fifteen (IS) "VI beVond thl eMtl o. the ........,t. If Plv.lMt I' ... .ftar the In'ar..t cOllfllUtlUon date lIhc*n on thl Not1ol, ~i'lonal Intara.t lU.t be calculatad. ''}' "" ..~ .~.'" ~..- ;'-+ '. -"" .'" .~ , . .".\ BUREAU OF INDIVIDUAL TAMES INHERITANCE TA' DIYISIDN OEPT. 210601 HA~RtS.URQ, PA 17lza-d40l COMMONWEALTH OF PENNSVLVANIA DEPARTMINT OF REVINUE INHERITANCE TAX STATEMENT OF ACCOUNT ~* UHHI u m ut.lll DATE 01-26-98 ESTATE OF MVERS MARV A DATI OF DEATM 05-20-97 FILE NUMBER 21 97-0687 COUNTY CUMBERLAND NANCV L LEINWEAVER AON 97136955 1275 CREEK RD L "lftount RI..i H.d MECHANICS BURG. PA 17055 . ()() MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To in lure prop.r oredit to ,your .aaount, lubllU the upp.r portion of this for.. wUh your tll( paYMent. CUT ALONG THIS LINE . ...,I!l!:;...IllUllt,LllWIR PDRTlON FOR VDUR RECORQS .oIIl! ;~ ,I ~i - ,F' ~t +_ ......-_,.~_.._- I --.....,~-~'--:-_~,........-'JI ',.... .'" . i:,:~}_1,._~.~~rt \. , it," , ~.~ 'l1 it', _~! ,-. .1 \0. f~~ , '," l :,,' '~i~,t;~ . ,~\ '. i ;; " ;-". , t, . , ~t_.- ,!i,'. \tKP, -t- --~ .. :~' , I '''') .~ 7, :,~:' , 14 '~'.,. '. -j <:1,_' \'1'\ i :- , ~ IA._-,!;-:" ,- J 1,1" 'I ~. /<; J' ,g . ~," , . , \. .. I h,,' J l{' ;i ----4, AT' ~'I_ r--, ,t~l_i~ } -.," #~ ~1 .-.'" >"\...~ ", .,_ -.- ~ ,-:"-,~-\,;,,,-,---,,,,,-,,, .YrHV^'A.tNH:t.. ~n H~'W~MN(\WWn~ 10' "","'d .4tp4Q IIIUo. .10 ~~.~:) l'lt.. UllOl'J!JO IHldll1t1-HOH fa . .l.NIDY ""1" ~o .,iJ.SI0JM IOl .tttWAld JIJt.flj "'UO. .10 1t3'~3 '1Il'~ Hll01HO IN10tUtI fI "p,' "J'~'J '~l uo ptlUfJd "tJpp, pue ...u '~l 0\ '1QIAld 'p,~ lU'.Atd Jnoll ~"" ll.~"' put IOtloN 'I~l fO UOllJod dOl .~, 431'10 '!-;; ',<. (;: -GL j' it, " . ~. ...' ''t, , . 4, ~, ~'~-- 'f \ f" - .;y, , : ~l.", \ \ , t "n",f; ~, 'I,.,) l' _,( '" " . ,'~\ - . 'l t." i d ~p . ...... ", ..... !" 'f "*' .. .t" . \ , " , " , ",;, :. . U. , ,- , ;i", :t , "" "y' f . 1" \ I>, ~,. I \., 'r~ ,,0' ...~._' , --....,.. w- ~'l- 7~ .."z'" ", , I , - '!/A '. , ,__,,F .___r:"," I J.HlNAYd t I I, .. /5' /q 7 -13 BUREAU Of INDIUIOII_L T _MEB l...tfRHlNCE TAM DIYIIIOM DEP'1 tlDUI naMRIS'UMO, PA 1112'-0'01 COMMONWIALTH OF FINNIVLVANIA DEPARTMENT OF RIVINUI INHERITANCE TAX STATEMENT OF ACCOUNT '* c/ In.,.OIIl'" uHfl NANCV L LEINWEAVER 1275 CREEK RD MECHANICSBURG PA 17055 DATI 01-26-98 ISTATI OF MYERS MARY A DATI OF DIATH 05-20-97 FILl NUMIlR 21 97-0687 COUNTY CUMBERLAND ACN 97136955 E----A,;OU"filOOItt.L ] ~===->="-~ - ---"..----_.~..---------_.---.......-.----~- "AKI CHICK PAYABLI AND RIMIT pAY MINT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE. To Inouro propor crodlt tc ycur IccOunt. oubolt tho "pp.r porUe" of thlo fcro .lth ycur t.. p.yo.ltt, CUT ALONG THII LINI ~ RETAIN LOWIR PORTION FOR YOUR RICORDS .... it"iv: lli0'1. lie A;ji - {03:9'7 T - - -- - - ii iiii -i NHili iT ANti' -; reiT A Ti.i1i'tli - OF - AccouNT - - iili ii -- - - - - - - - - - - -. - - -" -.- IITATI OF MYERS MARY A FILe. NO,21 97-06B7 ACN 97136955 DATI 01-26-98 THla ST_TE"ENT IS PROUIDED TO _DVISE OF THE CURRENT aT_TUS OF THE ST_TEO _CN IN THE N_HED EST~TE. SHOWN BELOW sa A SU""_RY Of THE fRlNClf-L T_K DUE. _ffl.IC_nON OF _LL p~Y"ENTS, THE CURRENT B_L_NCE. _ND. IF _ffLlC_BLE. PROJ CT I TERES flOUR , DATE OF LAST ASSESSMENT OR RECORIJ ADJUSTMENT I 01-22-98 300,95 PRINCIPAL TAX DUE, PAYMENTS (TAX CREDITS), -- --DfSCOUNT (+) INTEREST /PEN PAlO (-) ~ 15,00 AMOUNT PAID Z85,OO PAYMENT DATE 08-15-97 RECEIPT-- NUMBER -- AA211639 -,. TOTAL TAX CRIDIT BALANCe. OF TAX DUI INTIRIST AND PIN. TOTAL DUI 300.00 .95 .00 ,95 --- -~------. . If f_ID _fTER THIS D_TE, SEE REVERaE aIDE fOR C_LCUL_TION Of _DDITION_L INTEREST. C If TOT_L DUE IS LESS TH_N .1, NO f_Y"ENT IS REQUIRED. If TOT_L DUE IS REfLECTED U _ "CREDn" CCU, YOU "_V BE DUE _ REfUND, aEE REVERSE SIDE OF THIS FOR" fOR INSTRUCTIONS. I PAV!lENT, D.I..h Ih. I.P p.rllon .f Ihl. H.lI.. .n. .ub.11 .lIh ~.ur ."..nt .... ..v.bl. I. Ih. n... .n. ...r... "dn'.d on the ra".r" ,Ide. If REllneNT DECEDENT ..k. .n..k or .on.~ .r..r ...,bl. tn' REGISTER OF WILLS, RGEIIT, If N.DN-RESIDENT DECEDEHT ..k. .n..k .r ..n.V .r." p".bl' t.: COHHOIIWERL TN OF PEIIIISYLVRIIIR, REFUND (C.I, . r.fu"..f . IlK .".It. .nl.h ... n.1 r.,uIII.d.n In. T" ,.Iurn. ... b. r"UIII.. b. ....I.lln..n ....II..II.n f.r R.fun. .f p.nn..l..nl. Inn.rll"'. .n. E...I. T.,. ,.EV'lllll. ...II..II.n. .r. ...II.bl. .1 Ih. D/fl...f Ih. ...I.t" .f Hill" .n. .f tn. U .....u. DI.lrI.1 D/fI.II.r fr.. In. D.."...nt'. 24-n.ur .....rlnl ..r.I.. nu.b.r. f.r f.r.' .r..rln.' In p.nn..l..nl. 1'.'0"'2'2"" .ut.I.. p.nn..l..nl. .n. .lInln ,..., H"....bU'" ".. '1l1l 1e1-..... TDO' 11111 11,.,'" 'H."ln. IIp.lr.. .nl.l. REPLY tal DISCOUNt I PEHALTVI INTEREST I Qu..II.n. r...rul.' .rr.r. ..n'.ln.. nn Ihl. n.tl.. .n.uld .. .d.r..... .., P' D...rl..n' .f ....nu.. our..u .f In.I.lo..l T..II. mH' P." ........nl ...1.. unll. D..I. ""'1' H"rI.bur.. P' 111.....01. pn.n. (117) 181~6S05. If .n. I.' .u. I. ..1. .Itnln Ihr.. 'SI ..,.n..r ..n.n. .f..r In. ......n... ...In. . fl.. ..,.on' "~I .I...unl of the 'aM paid it allowed. Tn. I'~ .., ..n..I' n.n...r".I.,'I.n p...,l. I. ...pu'.. .n .n. ,.'.1 .f Ih. .., .n. Int.r..' ......... .n. n.' p.l. b.f.r. J.nu.r. I'. I.... In. flr.1 ... .fl.r tho .n. .f .n. ... ....... ..rl... .Inl.'." 1. .n.,... ...Innln. .lln flr.1 ... .f "llnow.n.., ., nl.. (., ...In' .n. .n. (II ... fr.. .h. ..1. ., ...In, I. In. ..I..f p....n.. "," .hl.n b.'." ","nou.n' b.f.,. J.nu'" 1. ,,12 b..r In..,0I1 .. In. ,... .f .1. (m p.,..n' p.' .nnu. ..1.nl.I.. .1 . ..IIV ,... .f .'001". .11 ,,," .hl.h b..... ..1In.....t .n on. .1I.r J.nu.r. 1. 1,'2 .111 b..' In'.'.'' .1 . ,.1. .nl.n .111 ..'V fr.. ..I.nd., ..., .. ..I.n..' y..r .Itn In.' ,.1. .nn.un... bv In' P' D.."...n' .f Roy.nu.. Tn. ...1101bl. In'.'"' "I" f.' ".2 'hr.u.n I'" "" y..r - Inter..t Rat. nallY lnter..t factor v..r Inter..t R.te DallY Inter..t fBctor 19.Z ZQX ,QOOS48 1981 9l- .000241 ..as 161. ,OOO4U 1".-1991 111- ,0.00'501 1984 111- .000501 1..2 ,>:. ,000Z47 \... UI: ,0003S6 199'S~1994 71. .000192 1'16 lOX ,000214 1"5-1'91 'X ,000247 ...-tnt.r..' II calculatad It follo\ltlI INTEREST . BALAIICE OF TAX UNPAIO X NUHBER OF DRYS DELINQUENT X DAILY INTEBEST FACTOB --.n. N."'. I"u.. .11" ,h. 'IK b...... ..1In....n. .111 ,.f1..1 .. 1.1.,"1 ..I.ul.".n I. /l1I'on (IS) ..., b...nu 'n. ..1. .f .h. ........nt. If p"..nl I. .... .1I.r In. I...".., ...puu".n ..1. .n.... .n Ih. Notln. .ddltlonll lntlrl.' .u.t bl ulcule'ld. ;.f//11-1-3 IUREAU OF INDIUIDUAL TAXES 1NH!~ITANCE TAM DIVISION PEPT, ZI0601 HAAAIIIURQ, PA 17121-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE v ~ *' NOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLDHANCE DR DISALLDHANCE OF DEDUCTIONs, AND A88E8S"ENT OF TAX ON JOINTLY HELD ON TAUST ASSETS "Hln"."U""1 MARY .A MURRAY 1375 CREEK RD. BOILING SPRINGS PA 17007 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 02-02-98 MYERS 05-20-97 21 97-0687 CUMBERLAND 197-40-6812 97136954 AMount R."ltt.d ~ MARY 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 YOUR RECORDS ~ Ri'v:i5iii~ijf'AFii'roif:97)""""".""""""'."..................-...................................... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATI! 02-02-98 ESTATE OF MYERS MARY A DATE OF DEAT" 05-20-97 COUNTY CUMBERLAND FILE NO. 21 97-0687 TAX RETURN WAS, S.S/D,C. NO. 197-40'6812 (X) ACCEPTED AS FILED ( ) CHANGED JOINT DR TRUST ASSET INFORMATION ACN 971369~4 FINANCIAL INSTITUTION, PNC BANK ACCOUNT NO. 21001055915 TYPE OF ACCOUNT I () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 05-24-85 Account Bahnce Percent Texeble 1--- Amount Subject to Tax Debt. and Deduction. hubl. Amount hx Rete X Tax Due 10,031.55 0.500 5,015.78 .00 5,015.78 .06 300.95 NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT l'HE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK DR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT." TAX CREDITS I PAYMENT DATE 08-14-97 DISCOUNT (+) INTEREST/PEN PAID (-) 15.05 RECEIPT NUMBER AA211635 AMOUNT PAID 286.14 TOTAL TAX CREDIT BALANCE OF TAX DUI INTEREST AND PIN. TOTAL DUI . IF PAlO AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . C IF TOTAL DUE IS LESS TH.N t1, NO PAVMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOIT" I CAll YOU MAV IE DUE A REFUtlD. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTION.. I "- 30CTi~ -------;-i.~c"~ '..oumo.----,-..:-lio. - .......-...... --~..~,-------~".." ,UCII A PURPOSE OF NOTICEl PAV"ENT I REf'uttD (tR) I OIJECTlOMSI ADIUN" 1STAATlVE CORRECTIONSl OISCOUHT l PENALTYI INtERESTl To fulfill the r.quir...nt. of S.cUon 2140 of thl> Inh.rlhno. end Eltat. hx Act, Aot tl of 1995" (12 P,S. SecUon 91itO). Oetach the tap portion of 1hl. Hotloe and .ubalt with Vo~r ply..nt to the RIgl.t.r of WIll. prlnt.d onth. rl",.r.. lid., __ "eke ohlQk or .oney order payable tOI REGISTER Of WILLS, AGENT. A refund of I tex credit, whlClh 'I" 'lot raqu..tld on the tlx r.turn, aay bl "qulltld by Clo.pt.Unt In "Applloltion for R.fund of P.nnlylvani. Inh.rltanc. and Eltatl T.x" (REY-IS1]). AppllQetlonl Ir' .v.ll.bl. .t the OfficI of thl A.,llt.r of Willi, any of the 2] A.vlnul Dlltrlct DffICl" or by Cllllin, the 'Plclal 24-hour In.wering ..rvICl' n~b.r' for for.' ord.rlngl In Pennlylvanl. l'IOO~5'2-2050, nut.lde P.~n.yl~anla end within 10ell Harrl.burg ar'l (111) 711-1094, TOOt (117) 172-2252 (H..rlng Iapalr.d Onlyl. Any partv In Int.re.t not .atl.fled with th. .ppr.l....nt, .110w.nCl' or dl..llowanc. of d.du~tlon' or ........nt of t.x (Inoludlng dl,count or Inter..t) " .hown on this Notiol ~IY objlct within .Ixty (60) d.y. of r.celpt of this Hotic. bYI --written prot..t to the PA O.pert..nt of Rft~.noe, Bo.rd of App.al., --.llctln, to havI the ..tt.r d.teralnld It the eudlt of the .ceount -~app.al toth. Drphtn,' Court , D.pt. Z81021, Harrl.burD, PA 17Ill~10ll, of the perton.l rapr...ntaU"'I, OR OR Factu.l error. dl.cover.d on this all...a.nt .hould b. add,.",.d In ..rltlng tOI IIA D.part..nt of R.v.nue, Ih..r.au of Individu.l Ta;ICII, ATTNl POlt Au.....nt R.vi.w Unit, DEPT. Z80601. Herrlsburg, PA 11.\21-0601 Phon. (711) 711~6505. S.. Pili' 5 of the bookl.t "In.truotlon. for Inh.rltlne. hl( R.turl' for e "..Ident Dacld.nt.. (REV-lS01) for In .;lCplanetlon of Idalnl.tratlvalY corr.ctftbl. arror.. If eny tax dua I. paid within three (]) etlandar ~th~ aft.r the d.Cl.d.nt'. d..th, a fl",. p.re.nt (5X) dlsoount of the t.x paid I. allowed. The 15X tll( ..na.ty non-plrtlelp.tlon p~nlltv is co.put.d on the tot.l of the tax and Int.r.st .......d, end not paid b.for. J.nu.ry II, 1996, the flr.t dlY .ft.r the .nd of the t.x aan..ty p.rlod. Thl. non-partlclp.tlon pen.lty I. tpp.elable In thl .... .ann.r Ind 1n thl the .... tl.. p.rlod I' you would appaal the tax .nd Int.r." that hat b.en .......d a. Indle.t.d on thl. notlo.. lntlre.t I. cherlld b.,lnnln' with flr.t d.~ of delinquency, or nlnl (9) lonth. end on, (1) d.y fro. thl dlt. of death, to the data o~ ply..nt. l.x.. which b.ce.. d.llnqu.n' before January I, 1.ll be.r lnter..t .t the r.t. of .Ix (6X) par,.nt p.r .n~u. c.lculat.d at . dally rat. of .000164. All tIX" which blca.' dlllnqu.nt on or .ft.r Janu.ry 1, 1'12 will b..r Int.r..t at I rat. which will vary frol callnd.r y.ar to cal.ndar y.ar with that rat. announc.d by the PA D.part..nt of R.v.nu.. Th. applloable Int.r..t rat.. for 191Z through 1991 arll Vear Interttt R.t. Dallv lnt.,...t Faotor V.ar Interttt Rat. D.ily 'ntero.t F.etor 1912 20:1. .000541 1987 " .000241 1913 16:1. ,OOO4J1 1911-1''91 \1% ,000301 191" 11:1. .000501 199Z ,:I. .000241 1915 13X ,0003S' 1993~1994 n .000192 19ft' 10:1. .000274 1995~1991 9% .000241 ~~l"ter..t It caloulat.d .. fo\1ow" INTEREST . SALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -.'"V Notlo. I..ued .ft.r thl t.x b.co,., dlllnquent will r.fllct en Int.r..t celcul.tlon to flft..n (15) d.y. blyond the d.t. of the .......~t. If Ply..nt I_ .ade .ft.r the Int.r..t Cloaputatlon datI 'hown on thl Notlc., additional Int.r..t ~.t b. caloulat.d. IU~EAU OF INOIVIDUAL TAXES IHHERI14NC. 14M DI'IIION DIP!. 210601 HARR1SIURO, PA lf1ZI-b601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * ( _.VoI.., U'" U""I MARY A MURRAY 1375 CREEK RD BOILING SPRINGS PA 17007 DATE 02"02"98 ESTATE OF MYERS MARY A DATE OF DEATH 05"20-97 FILE NUMBER 21 97-0687 COUNTY CUMBERLAND ACN 97136954 E:::t ~.=d -~J MAKE CHECK PAYABLE AND REMIT PAYMINT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLlSI.E, PA 17013 NOTE I To in lure praper credit to your account, .ub~it the upper portion of this for~ with wour t.~ ,.y~.n~f CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ it IV: iiiiWEX" Aj:ji" i o3':i'iyum-iiiiii "iiiii'iiii: fiNcrf Aic"STAY ii/INf" oF' - Ac:cciiJiif - - iili" - -- - --- - - -. - - -. - ... - ,. ESTATE OF MYERS MARY A FILE NO.21 97-0687 ACN 97136954 DATI 02-02-9_ THIS STATEMENT IS P~OVIOED TD ADUISE DF THE CURRENT STATUS OF THE STATEO ACN IN THE NAMED ESTATE, SHOWN I..LUW IS A S~ARY DF THE P~INCIPAL TAX DUE. APPLICATION DF ALL PAYMENTS, THE CURRENT BALANCE. AND. IF APPL~CAllE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 01-26-98 PRINCIPAL TAX DUE, 300,95 PAYMENTS (TAX CREDITS), PAYMENT DATE 08-14-97 RECEIPT NUMBER AA211635 DISCOUNT (+) INTEREST/PEN PAID (.) 15.05 AMOUNT PAID 286 , 14 r,j(). TOTAL TAX CREDIT BALANCE OF TAX DUI INTERIIT AND PIN, TOTAL DUI 501.19 .24CR .00 ,24CR . IF PAID AFTE~ THIS DATE. SEE REVERSE. SIDE FO~ CALCULATION OF ADDITIONAL INTEREBT. e IF TOTAL DUE IS LESS THAN .1. NO PAY"ENT IS REQUI~ED. IF TOTAL DUE IS ~EFlECTED AS A "CREOn" IC~I. YOU "AY IE DUE A REFUND. SEE ~EVERSE SlOE OF THIS FOR" FO~ INST~UCTION.. ,......_._-~~ .-...-.. - PAVlCNT, htlGh thl t. portion 0' thlt ~ttCl. lWMI lubIIlt ...... )tour PIWMtnt ... Ply.tlll to the n... I!f1d IlIefr... printed on the rev.r.. .Ide. II RlStOlNT DECEDENT ..... chick or 'one~ or.r PIYlbl, tOI REGISTER OF WILLS.. AOeNT. If HO'NtESIDfNT DECEDENT lak. chtlck or loneyor., p,vabi, tOI COHttONWEAL TH OF rtENNSVLVANIA. REFUND (CR), A r.fund of w '1M oredlt, whloh WI' not rlqut.tld on the TIM Rltyrn, ..y b. r.qu..t~ by cOMpl.tlng ~ "Applloltlon for A.fund of Pennlylvlnla Inherlt~ I!f1d E""t. Tlx" (REV~lJl'). Applications .r. IVIIleblt It tM,Qfflcl of the Rlltlht.r 0' NUh, InY 0' the U RIy.nul Oiltrlct Office. or frol the n,p'rb.lnt', Z4~hour 'nlwerlnl ..rvlel nu.b,r. for for.. orderlngl In Penn.ylvanl, 1-800-362-2050. out,lde Plnnevlvantt end wUhl" loclt lI.rr!lbur. .r.. (ll7) 7'7-'O~, TDDt (111) nz-ZZSZ (H..rlng lep,lrld only). ItIPLV TDI Qu..tion. r"lrding error. contlined on this not Ie. .hould bl .ddr....d tOI PA O.part-.nt of A.v.nue, lur.~ of IncUvldu.1 'IICU, ATTNI Po.t A........nt Rtvi_ Unit, O.pt. 280601, H.rrhburg, PA 17128-0601, ph~ (717) 7'7-6501. DZICDLlfTI If any tllC due I. p.ld within thr.. (]) cII.nder IOnth. .ft.r thl decld.nt.. d..th, I flvl p.rclnt (5~) di.count of the tllC p.ld I. Illow.d. PENAL TVI T~ 15~ tllC -.na.tv non-PlrtlciPltlon Plnlltv I. coaput.d on the totll of the t.1C and Intlra.t .......d, and not p.ld b.forl Januarv II, 1996. thl flr.t dl~ .ft., the Ind of thl tllC eana.ty p'rlod, INTEMIT I Int.r..t I. ch.rgad baglnnlng with flr.t dly of dall~y, ar nine (9) aonth. and ani (1) dlY fro. the data of d.ath, to the d.ta of pay.."t. TIIC.. which bee... dellnqulnt b.for. Janu.ry I, 1'12 b..r lnt.r..t .t the rlt. of .IIC (6~) per cant par annul c.lculatld .t a dall~ rat. of .000164, All tllC.. which blc", delinquent on and .ft'r Jlnuary I, 1'12 will bI.r Int.r..t .t I r.tl Nhlch will v.ry frol c.l.nd.r y.ar to clllndlr y..r with that tat. announced by the PA Dlplrt.lnt of Rlvlnue. ThI Ippllclbl. Int.r..t r.t.. for 1'82 throuth 1'98 Ir.1 Velr Intlr..t A.t, Dilly Int.rl.t Flctor V.., Int.rl.t Rlt. Dilly Int.r..t Factor 1912 ZU .ODDSU 1..1 ,~ .000241 .91' 16~ .000458 I'M-I991 ll~ .000501 I'" Il~ .000501 ."Z ,~ .000%47 un U~ .000516 IM5-1994 1~ .000192 UK 10" .000274 IM.I". ox .000247 ".Interllt II ~.Icul.t.d .. follow'l INTERElT . 'ALANCE OF TAX UNPAID X N~'ER OF DAVS DELINqUENT X DAILV INTEREST FACTOR -.Anw Notloe I..ued .ftlr the tllC b.c~. delinquent will rlfllct In tnt.r..t cllculltlon to fifteen (II) dlY' bll'DN the dat. of the .......ant. If P'Yllnt .. ... Iftlt thl Int.r..t COllpUtation dl" .hown onthl Hotlo., additional Int.rl.t RU.t be cllcultt...