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Home My WebLink About97-00741 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT 280601 HARRISBURG, PA 17128.0601 ,. NO. I~A 242218 "'V 1162 EXl11'" PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM, I' ACN ASSESSMENT CONTROL NUMBER AMOUNT MARGARET L MARCHI 071]',9,,13 .z.2 li'J 7 ENCK DRIVE BOILING SPRINGS, PA 17007 FOLDH[RE FOlD HERE ESTATE INFORMATION: FILE NUMBER ~1 1997-0741 SSN 19b 20-796R NAME OF DECEDENT (lAST) (FIRST) (Mil MARr.H I TOHN F DATE OF PAYMENT 9/0'" 11997 POSTMARK DATE 0/00/0000 COUNTY TOTAL AMOUNT PAID $2.43 CU~IBERI AND DATE OF DEATH V2 4,/). ' /' /: ' RECEIVED BY //Ia, I. ,'? L.j;{( ;,{-C;J ,-:'//1/ ~~~i S ~ER ~ I ~ I L:S-{/;~,t:;y k)i '~?- q REMARKS MARGARET L MARCH I SEA~HECK,* 180 i-:'.': ,~, !EH (JF WILLS ---...---- ---- ---------------~-- " ) ---,~" -:,:~------.;---~;;JII.v~.,J~~.....-:-:-:-. -,. , . CO~HWEAlTH Of PENNSVlVANIA OEPART"ENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2&0601 HARRISBURG, PA 11128.0601 *' XNFORMATXON NOTICE AND TAXPAYER RESPONSE FILE NO. ACN DATE 21 -IQQ'7-'7tfl 97134928 08-21-97 I(Y-IIH n AI' 17-til EST. OF JOHN F MARCHI S.S. NO. 196-20-7968 DATE OF DEATH 06-10-97 COUNTY CUMBERLAND TVPE OF ACCOUNT !Xl SAVINGS o CHECKING o TRUST o CERTIF. CAMILLE M MARCHI 11 2 STONEMARK CT ,. OWINGS MILLS MD 2~117 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FED CREDIT has provIdlld thll Departllant with thll lnfor.atlon llst.d balow whIch has blllln used In calculating the potential tax due. Thair rllcord. IndIcate that at the death of thll above decadent, you warll a joint ownllr/banllfIclary of this account. If you flllll this Infor.atlon Is IncorrGct, plaasa obtaIn wrIttan corractIon froll the fInancial InstItution, attach a COpy to this for. and return It to the above address. ThIs account Is t8~abIG In accordancll wIth the Inhllrltanc. Tax law' of th. CO.llonwllalth of PennsylvanIa. Q\.o~..:'iG...:a .is:) b.. U\;o..o1Ir.~ to) ,61i.Iloy (';:n 7il1-b3,7. COMPLETE PART 1 BELOW Account No. 23692-00 . . . SEE REVERSE SIDE FOR FILING AND PAYMEN'r INSTRUCTIONS Doto 02-26-80 Eshbl1shod To Insure prop.r crlldlt to your account, two (2) coplllll of tills notice IIU.t accOllpany your paYllllnt to tho RllgI.ter of WIll.. Make chllck payable to: "Reglstllr of WIlls, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due 512.84 8.333 42.73 .06 2.56 TAXPAYER RESPONSE ,'ii:.~~.ILU~!.iTc,.i,~!~\lq~~.:::"':I;L~':',~I!$W1..il~::':4tJ::.O,I!F,Ic::,:I;ti~:::tAX,i:A$,Il!Il~~!frr":'B.tt$E~,".O"....!ij1$/!'<<l1.:I;!;!i:.. . - . ','.' '.'. ,..'.... . . -'. '. ','..'.".',' - ,'. .... -'.' . '. .' ..,'... .'.' '.'.' .'.'. ',','" -' -',' ',' -'. - " -, '.' .' -'.' "',',','.' -.,.!.!, -'. '.' .... -'. ',' .... -','.',','.' ,....,'.'.. -',',',''','. .... ~ ....'..,'...' ~','.'...'. '. " ~ .' -'.'.','.', .' - - . . -'. . ",' -'.' - ,.'. -'. ... . . -.', -' .' ..,'.'."','." .'.. '-'.'. ','.' -'.' !. ...., ., -'. ',' . -'. .' -'.'. '.' -',' ','.',' - .'.'.'.' x x NOTE: If tax pay..nt. arll lIade wIthIn thrllll (3) lIonths of thll dQcedent's dete of death, you .ay deduct a SA: dlscooot of thIl tax dUll. Any Inheritance tax dull wIll beeollO delInquent nIne (9) 1I0nth. eftllr the date of dlath. Tox PART [!] [CHECK ] ONE BLOCK ONLY A. r=J Thll above inforllatlon and tax due 1. corrllct. 1. You .ay chaos. to re.lt paYllant to the Register of WIlls wIth two copies of thIs notIce to obtaIn a discount or avoId Interllst, or you aay check box "A" and return this notlclI to thll RegIster of Will. and an offIcIal asseSsllllnt wIll bll Issued by the PA Departllllnt of Revenull. B. c=J Thll above asset has been or wiLl bll reportod and tax paId wIth the Penn.ylvanla InhIlrltance Tax return to be flllld by the declldllnt's raprllsllntatlvG. C. c=1 The above lnforaatlon 1. lncorract and/or debt. and deductIon. were paid by you. You .u.t co.plate PART 0 and/or PART [!] beloW. If you indicate a different tax rate} ple.se stat. your relationship to dec.dent: PART ~ Tax LINE !'FTU!lN - ~!!"'!,I,ITAT!f'lN 1. Doto Estobll.hod 2. Account Balance 3. P&rcent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. TII)( Rat. 8. Tax DU$ TAl( !!N J!!INTnp.UST ACC!!"'!TS I'C 1 2 3 X 4 5 6 7 8 X si;:":': DEBTS AND DEDUCTIONS CLAIMED ::: :~:j:::: :~1:: \:~! ~::\\::\\:: !~!l:i:l :'~::\j:j:::!;!:::!:!:!:~li:~:\HW;\:i;!\!i::\:mm::i:;:ll!\;ij:jl!:\:i:\::\jii:\i~\:!:\;:~l~:l, "......-.'..,...,,' .,.,,...,'..,'..............,..',....'...'.., PART I!J DATE PAID PAVEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax COMputation) . Under penalties of perjury} I declare that the complete to the b..t of .y knowledge and balief. ~~Am{~~A~E )YJaM,j~~ facts I have reported ( above are ~rue, correct and l/- '110- Cjo,~- 0'13 ~ l 5{'#{rCJ7 NUM~ER GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT ,lth ...1I,ob'o Inloru' bo.o. on Inforutlon lub.1ttad by the fln.nchl Institution. Z. Inheritance talC becOlIII delinquent nln. .onth. aft.,. the decadant"' det. of dallth. S. . jotnt account Is tllxllbl. avan though thl dlcldant" n... was ftddod nl II aatt.r of convenience. tt. Account. (lnclucUng tho1. held between hu,b.nd and wUe) which tI'M dacadant put In JoInt n.a. within on. y..r pdo" to d.ath ara fully t.lC~l. a. trenlfar.. S. Accounts .Iteblh~ jointlY bat.,..,. hUlbend Itnd wife DOra then one Y.." prior to d.ath ara not tallabl.. 6. Accounts held by . daudlnt "In t'.Ult for" enothar or othars ara lalCllbl_ fully, REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1. BLOCK A ~ If the Inlor..tlo" and co~ut.tlon In the notlc. ara correct and d~tlon. ara not baing clal..d, place an ~M In block "a" of Part 1 of the "Taxpayer Ruponu" uctlon. Sign two ctlple, end lubelt thtl. with your check for the eeount of talC to the Regllt.r of W1Us of the county Indicated. Th. PA Oepart..nt of RIVIf'l\M will I..u. en offlclel ......HI\t (For. REV.1546 EX) upon receipt of the return frail the Reglst.r of WIlli. 2. BLOCK B . If the auet specified on thll notice hili be.n or wll1 be rltPOrt~ end tell paid with the Pem,ylv.,,11I Inheritance Tall Return flled by the doCedent.s repr..entIlUve, phce an "X" In block "8" of Part 1 of the "Taxpllyer Ruponse" ..cUon. Sign 0I'lII copy end return to the. PA Depart.ent of Revenue, Bureau of Indlvldu.l TelC", DIPt 260601, HarrItburg, PA 11128-0601 In the envelopo provided. 3. BLOCK C . If tho noUc. Inior.aUon 11 incorroct and/or deduction, ar. beIng ellll.od, check block "C" and cOlIPlete PllrU 2 and ] A......i,Hi'. tv t~.. ~."'l~~rl.i~t~:Oi," ~..l..... ~l;~ t',.I: e:t:l:: ~.,~ =:.:!:Jo::H t"!'~ ~.'..~ ~...'~ ..'...",It Ii'll" ..... lIl..nunt nf t"v D.4~abl. to t.:he Real.te,. of IUUs of the county IncHcuted. The PA Dopart.ant of RevlllMHl wlU luUtl an official au.....nt (Fore REV-lS48 EX) upon receipt of the return frOll the Regllhr of wIU.. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the date the account orlgln&.Uy WIIS established or titled In the .Imnor 1lC1Itlng at date of death. NOTE: For. decedent dying IIfhr ,1.2112182: Accooots which the decedent put In Joint n.... within one (1) Y.llr of death are tlllCable fuUy a. transfer.. How.ver, th.r. 11 an .lCcluslon not to axUtd S3,000 p.r transfer.. regardl.s. of the value of the account or tho nueb.r of eccounts h.ld. If . double .st.rllk (1111) appears before your first na.. In the edd,..1I portion of thll notlco, the $3,000 eKcluslon alreed1 ..... be'" deducted frOll the eccount balance .s reported by the flnenelal in.titutlon. 2. Entor the total blIlance of the account Including Int.rll.t eccrued to thll dab of death. 3. The percent of the account that 11 teKable for eech tlUrvlvor 11 deter.lned III follows: A. The percent tllXabl. for joint as..ts establhhed 1I0re than one year prIor to tho d.cedent.s death: 1 DIVIDED BY TOTAL NUKBER OF JOINT OWNERS EKa~l.: A joint asset reglst.red DIVIDED BY TOTAL NUMBER OF X 100 . PERCENT TAXABLE SURVIVING JOINT OWNERS In the ne.. of the d.cedent and two other p.rsonS. B. The percent taxable for au.ts cr.etQd withln one year of the decedent" d.ath or accounts own.d by the deced.nt but h.ld In trust for another Indlvldual(s) (trust beneficiaries): 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .167 X 100 . 16.7:1. (TAXABLE FOR EACH SURVIVOR) 1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT )( 100 . PERCENT TAXA!lE OWNERS DR TRUST BENEFICIARIES EKUPle: Joint account reght.red In tho ne.. of the d.c.dent and two oth.r p.rsons end establlshed within one year of de.th by the cMcedent. 1 DIVIDED BY 2 (SURVIVORS) . .50 X 100 . 501: (TAXABLE FOR EACH SUWIVOR) 4. The IIItQURt subject to talC (11ne 4) 11 det.relned by IlUltlplylng the accooot belenee (lIne 2) by the percent taxeble (line ]). S. Enter the total of the debts and deductions listed In Part 3. b. The uount taxable U1ne 6) U detarelMd by subtracting the debts end dodUc:tlons (Une 5) frOll the ~t subject to tax (.11ne 4). 7. Ent.r the appropriate talC rate (line 7) es deterelned below. A. For datell of deeth occurring .fter 6130/94, the telC rat.. for tren.fer' to spous.s are II' foUows: 1. Oates of death on or efter 7/1/94 and before 1/1/95 tho rat. Is 3Z. 2. Dat.s of d.ath on or aft.r 1/1/95 transfer. to spou.e. will be taxed et OZ taK rat.. Nato: For datu of d.ath prior to 711194 transfers to spous.s are taKable at 61:. B. Tren.f.rs to lineal descendanh InclUding father, .other, son, daughter, grendchlldren, son-In-I"", deughter-in-lllW, st.pchlld and their IlIue ere taxable et s1lC p.rcent (6Z). C. Trlllnsfer' to all others Including brother, sliter, lStCle, aunt, n.phowand niece are t!lKabl. et flftun percent (151:). D. If you change the tex rete, plea.e speelfY your r.latlon.hlp to the dlcedent In the .rea provldod. 8. The uount of tax due Ulna 8) 11 det.r.lned by IlUlUplYlng tho paunt taxable (Une 6) by the taK rote (lIne 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Alloweble debt. end d.ductlons ar. d.t.r.lnod al follow'; A. You l.gally are responsible for peyeent, or the .state subject to edelnlstretlon by a per.onal repres.ntative I. In.ufficient to pay the deductible It.... B. You ectuallY paid the debh aft.r d.eth of the doc.d.nt and can furnhh proof of paYCl.nt. C. Debts being c1111.ed IlUSt be lte.b.d fully In Pert]. If additional .pac. h n..ded, u.e plain pap.r 8 1/2" lC 11". Proof of PIIYll.nt 88Y be r.que.t0d by the PA O.part..nt of R.vDnUll. _~llfa.-- ".,-,~..",~. "'~"~\" T ' COMMONWEAlHf OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.28060t HARRISBURG, PA 17128.0601 *' NO. AA 242407 AEV,1I62 EX (11"6) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM, I ACN ASSESSMENT CONTROL NUMBER AMOUNT MARGARET L MARCHI 971::14927 $2.~6 7 ENCK DRIVE BOILING SPRINGS, PA 17007 , FOlD HERE ESTATE INFORMATION: FilE NUMBER 21-1997-0741 SSN 196-20-7968 NAME OF DECEDENT (LAST) (FIAST) (MI) MARCHI JOHN F DATE OF PAYMENT 10/29/1997 POSTMARK DATE FOlD HERE - 0/00/0000 COUNTY CUMBERLAND DATE OF DEATH I I) 7 REMARKS 11ARGARET L MARCH I THIS IS A PAYMENT 00 JOINI' ASSr:rs SEALCHECK# 230 TOTAL AMOUNT PAID '/;2.56 SK MARY c. LE' ! 5 REGISTER' F WILLS )y I<,.~t:;.-" /4--/ldl/j-v Al . f ~~' i1~_-(:;'~;Tf:!-~ CF \..'\'iLl.S ::!il-------- - -- --- ------.-------.- .------. --_ __ ._. ,_ _________ _ ____.__--'--=~..::..' " ,< " " '_._~--.q- ~ -;:-~::-~-----;--.-..----.....:.J:J8 ~ "..cf~ ~_..'"..~... , - .. --- \" /5~,;Jo/ - 9 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE " ./ .. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Za060 1 HARRISBURG, PA 17128.0601 NOTICE OF INHERITANCE TAX APPRAISEftEHT, ALLDMANCE OR DISALLOMANCE OF DEDUCTION~, AHD ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS "".1141 U U, tll-'" CAMILLE M MARCHI 11 2 STONEMARK CT OWINGS MILLS MD 21117 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 03-23-98 MARCHI 06-10-97 21 97-0741 CUMBERLAND 196-20-7968 97134928 AMount R..ltted JOHN MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -4iI Rifv:isifi-Eif-AFii-foJi=97j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-23-98 ESTATE OF MARCHI JOHN F DATE OF DEATH 06-10-97 CUMBERLAND COUNTY S.S/D,C. NO. 196-20-7968 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION. MEMBERS 1ST FED CREDIT UNION ACCOUNT NO. ACN 97134928 FILE NO. 21 97-0741 TAX RETURN WAS: 23692-00 TYPE OF ACCOUNT: (lO SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-26-80 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tex Rate X Tax Due 512.84 0,083 42.73 .00 42,73 ,06 2.56 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 MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT," TAX CREDITS: PAYMENT DATE 09-08-97 RECEIPT NUMBER AA242218 DISCOUNT (+) INTEREST/PEN PAID (-) ,13 AMOUNT PAID 2.43 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, · I IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY SE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I 2,56 .00 .00 .00 F ~ :'>,1 ... _I ,.__1'- "-'-..' PURPOSE OF NOTICE: To fulfIll the requira..nts of Section 2140 of the Inheritance and Estat. Tax Act, Act 21 of 1995. (72 P.S. Section 9140l. PAYHEHT: o.tach the top portion of this Hotle. and .~lt wlth your pa~.nt to the Reglltlr of Wills printed on th8 rIver.. sid.. u Hak. chIck or IOMY order payable to: REGISTER OF WILLS, .r.ENT. REFUND eeRl: A refund of a tax credit, which was not requa.tld on tha tax return, .ay be requa.tld by coapleting an ~Appl1catlon for Refund of PennsylvanIa Inheritance and Estata T.x~ (REV~1313). Applications ara available at the OffIce of the RegIster of Willi, any of the 23 Rlvanue District Dfflc.. Dr by callina the special Z4.hour ansverIng ..rvice ~r. for forI. ordering; In PennsYlvania 1-800-362-2050, outside PennSYlvania and withIn local HarrI.burg area (717) 787-8094, TOOf (717) 772-2252 (HearIng I.paIred Only). OBJECTIONS: Any party in intor..t not sati.fi.d wIth tho apprais..ant, allowanc. or dIsallowanc. of d.ductIons or a....s..nt of tax (including discount or int.r.st) a. .hown on this Notic. .ay Object within sixty (60) day. of r.c.ipt of thI. NoUce by: --writt.n protnt to the PA o.part..nt of Revenue, Board of Appeals, Dopt. 281021, Harrisburg, PA 17128-1021, OR --electIng to have tho .atter d.ter.In.d at the audIt of the account of the personal repr..entativ., DR --app.al to the Orphans' Court AIlHIH- ISTRATIYE CORRECTIONS : Factual .rrors discovered on thl. as......nt should bo addressed In writing to: PA Depart..nt of Revenue, Bur.au of IndivIdual Tax.s, A1TH: Post A.......nt Review Unit, DEPT. 280601, Harrisburg, Pi 17128-0601 Phone (717) 787-6505. S.. page 5 of the booklet "InstructIon. for Inheritanc. Tax R.turn for a Re.Ident Decedent" (REV-1501) for an .xplanation of adeIni.tratlvelY correctable error.. DISCOUNT: If any tax duO 1. paid within three (3) calendar eonth. after the decedent's death, a five percant (5Z) dlscOl.nt of the tax paid 11 allow.d. PENAL TV: The 15~ tax aenesty non-particIpatIon penalty 1. co.puted on the total of the tax end int.r..t a.....ed, end not paid b.fon January 18, 1996, the flrst day after the end of the tax 1lS\..ty period. This non-participation penalty i. appealable In the .eee .anner and In the the sa.. ti.. period a. you would app.al tho tax end Intere.t that hIlS been a.....ed a. IndIcated on this notIc.. INTEREST: Int.re.t i. charged begInnIng with fIr.t day of delInquency, or nIne (9) 80nth. and one (1) day fro. the date of death, to the date of paYIIGnt. Tan. which beC81t8 delinquent before January I, 1982 bear int.re.t at the rat. of .Ix (6~) percent p.r annue calculated at III daily rate of .000164. All tax.. which b.ca.. delInquent on or aft.r January 1, 1982 wIll b.ar interest at a rat. whIch will vary 'roe calendar year to calendar year with that rate announced by the PA Departeent of Revenue. The applIcable inter..t rate. for 1982 through 1998 are: V.ar Interut Rate Dally Internt Factor Vear Intere.t Rate Dally Interest Fedor 1982 20X .000548 1987 .~ .000247 1983 162 .000438 1988-1991 1l~ .000301 1984 IlZ .000301 1992 .~ .000247 1985 13Z .000356 1993-1994 n .000192 1986 102 .000214 1995-1998 .~ .000241 --Int.r..t 1. calculat.d a. follow': INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR w-Any NotIc. I..ued after the tax ~c.." deUnquont ..ill reflect M inh,...t c:elculatlon to ,lfte., US) day. b.yond the dat. of th. a...s.eent. If payeent i. .ad. after tho int.r..t c.-putation date shown on the HotIce, additional intor.,t GU.t be calculated. /')-201- q COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE C- *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPr. 280601 HARRISBURG, Pi 171Z8.0601 NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE DF DEDUCTION.. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~1V'lh' U I" 111..11 JOHN F MARCHI JR C/O 7 ENCK DR BOILING SPRINGS PA 17007 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN JOHN 04-06-98 MARCHI 06-10-97 21 97-0741 CUMBERLAND 196-20-7968 97134927 A.,ount Rein! Had MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-EV:is4-i-Eif-AFP--ioi-:97j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-06-98 ESTATE OF MARCHI JOHN F DATE OF DEATH 06-10-97 COUNTY CUMBERLAND FILE NO. 21 97-0741 TAX RETURN WAS: S,S/D,C, NO, 196-20-7968 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FED CREDIT UNION ACCOUNT NO, ACN 97134927 23692-00 TYPE OF ACCOUNT I (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-26-80 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 512,84 0,083 42.73 .00 42,73 ,06 2,56 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 MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT," TAX CREDITS: PAYMENT DATE 10-29-97 RECEIPT NUMBER AA242407 DISCOUNT (+) INTEREST/PEN PAID (-) ,00 AMOUNT PAID 2,56 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. . I IF TOTAL DUE IS LESS THAN $1. ND PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. J 2,56 .00 .00 ,00 F ) (~, I /'..1 ~--: PUAPOSE OF NOTICE: To fulfill the require.ent. of Section 2140 of the Inheritance and Estatu Tax Act, Act 21 of 1995. (72 P.S. Sect ion 9140). Oetach the top portion of this Notice and subMit with your pay.ent to the Register of Will, printed on the rever.. side. __ Hake check or eoney order payabl_ tal REGISTER OF WILLS, AGENT. PAYHENT: OBJECTIONS: Any party in Interest not 5atlsfied with the appraise.ent, allowance or dlsaliowance of deductions or assess.ent of tax (Including discount or Interest) as shown on this Notice may Object within sixty (60) days of receipt of this Notice by: -.wrlttan protest to the PA OePftrt~ent of RevAnue, Board of Appaals, Dept. 281021, Harrisburg, PA 11128.1021, DR -..lectlng to have the ~atter deterMined at the Hudlt of the account of tha personal reprasentatlve, DR -~appeal to the Orphans' Court A refund of a tax credit, which was not raquested on the tax return, may be requested by co.pletlng an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-I1Il). Applications are avaiiable at the Office of the Register of Wills, any of the 21 Revenue District Office. o~ by calling the special 24-hour answering service nuebers for fares ordering: In Pennsylvania 1~800.162-2050, outside Pennsylvania and within local Harrisburg araa (117) 181-8094, TOO_ (111) 712-225Z (Hearing Impaired Only). AEFUND (eA): ADHIN- ISTAATIVE CORRECTIONS: Factual errors dlscovared on this assessment should be addressad In writing to: PA Depart.ant of Revenue, Bureau of Individual Taxa" ATTN: Post Assess.ant Review Unit, DEPT. Z80601, Harrisburg, PA 17128-0601 Phone (711) 187~650S. Saa page 5 of the booklet "Instructions for Inheritance Tax Raturn for a Resident Decadent" (REV-ISOl) for an explanation of adMinistrativelY correctable arrors. DISCOUNT: If any tax due i. paid within three (3) calendar .onths after the decedent.s death, a five percent (S~) discount of the tu paid is allowed. The 15% tax aMnesty non.p~rtlclpatlon penalty Is computed on the total of the tax and Interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-partiCipation penaity is appealable In the sa.e mannar and in the tha sa.e tlma parlod as you would appoal tho tax and Intorest that has been usessed as Indlcabd on this notlU. PENALTY: INTEREST: Intarut is charged beginning with first day of delinquency, or nine (9) .onths and ana 0) day from the date of death, to the date of p8ynant. Ta~as which baca.e delinquent bafore January 1, 198Z baar Intarost at the rate of six (6~) percent per annum calculated at a dally rata of .000164. All taxe. which beca.e delinquent on or after January 1, 1982 will bear Interest at a rata which will vary fro. calendar year to calandar year with th~t rate announced by the PA Depart.ant of Revanue. The applicable Interest ratas for 1982 through 1998 are: Vear Intor8lt Rate Daily Intare.t Factor Yeer Interest Rata Daily Interest Factor 198Z 20~ .000548 1987 91- .000Z47 1983 161- .000438 1988-1991 11~ .000101 1984 11% .000101 1992 9~ .000Z47 1985 n~ .000356 1993.1994 n .000192 1986 10~ .000214 1995-1998 9% .000247 -.Interut is calculated .. follows: INTEREST = BALANCE OF TAX UNPAIO X NUKBER OF OAYS DELINQUENT X OAILY INTEREST FACTOR .-Any Notlca Issued after the tax bacomo' dalinquent will reflect an Interest calculation to flftaon (15) day~ beyond the date of the assess.ent. If payment is made after the Intarast computation date shown on tne Notice, additional intorest .ust be calculated. ,\,"",,-,~.I";", .~,_..,..._<_."".."..".. T --- -.-= ,-T -;' ......",' ,"'"'" ~'i- ....~ "