HomeMy WebLinkAbout97-00742
PETITION FOR PROBATE and GRANT OF LETTERS
,\(v,\\'., S, No,. .., .~, -:.IQQ'1 ~ 7!J2...___
To:
J::SIII/(' (!r,.',.J.Q.~_I::.~.\
ai,\'(1 known liS _______..._..
Re~isler or WiI" ror the
Coullty of _____.._~___ . in the
Commonwealth of Pcnn~yl\/ania
_____ _~___. D('ceased.
Soci,,1 Security No, ':'hO~~.::.JoJo.O_::._.
The pClilioll or the ulllkrsi!;!llcd respectfully rcprcscl1lS that:
.
Your !1clitiol1cr(s). who is/arc IX y....iHS of age or older an the C:\CClIt,.;\'I,,'J..._____
in the la',1 will or the ah"ve decl'denl, datcd ,.._S,\,.''I.t:\....'''-z..:1:'_.~ 1 \,
and c(1(lIc1l(,I dated .,.....,._..,._,...'.'_".._'....-. ,.u..". ,- ,,-_...
_ named
,19_
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1,lall' rl'll'\anl cin:lIrn~lall~c.... l',!!. ll'IIlIlll.:lalinll. dr:arh oll'\c(.:lllUr. elL'.)
Decel1lknl was Jomidkd aI Jealh in _~u..~-,,'h,!'-~~ollnl,Yt Pennsylvania, with
h~ ~~:1t'~t::~rit~a,~t1Ce~t ttL~~~~~~~;~r<:;(" ~ Q,C). ,
tll'l 'Ifl'cl, llumber and lIHlIh:ipallly)
at D~ce~"le~'~~~1,~\- ye\\)I~a~:, ~it~rl~ '\ x.. \ ,19 0, 1 :
E"'cpl as 1'0110\\', dccedel\l did nolmarry, s~, nol divorced nnd Jid nol have a child born or adopted
afrcr e\ccution or thc \\ill offered ror probate; wa, nOllhe victim or a killing and was never adjudicated
inl.:ol11p\,.'tl.'llt: ------oJ~n...
Deccndt'/ll at <.kath owned property with estimated values as follows:
(I I' domiciled in Pa,) All per\onnl properlY
(II' nol domiciled in Pa,) Persunal properlY in Pennsylvania
(II not domicilcd in Pa,) Personal properlY in COllnly
Vahll' ~lr r\,.'al \,.'stalL' in Pl.'llnsylvania
:o.itualcd ..b follow."':
$
$
$
$
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WHEREI:ORE. petitioner(s) respectrully
preSL'l1leU ht'rcwith and the grant of letters
the probale or Ihe last will and codicil(s)
Ill.'\talllcntary: adrnini"trillioll ~.t.:I.;, minislration d.h.n,c,l,a.)
thcroll.
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OATH OF PERSONAL REPRESENTATIVE
COI\1MO"iWEALTH OF PENNSYLVANIA 1 "
COl,;:\TY OF _Ll{,jt\f,!fJ\,LIi"ND J ::;::;
The !'l'tiliolll'r(s} abcl\c.l1i.1lrlCd sWl.:ar(s) or affirm(s) that the statements in the roregoing petition arc
(ruc ;Ind ...orr~"'1 to \111.: bL'~1 llf tilL' knowkdge and belief or petition~r(s) and that as personal represcn-
talivc!,,) "I' the a\>\l"" lk~Clklll pClilioner(s) will W~d Iruly administer the estate according to law,
SWOlll 1<' "r arfirm\:-d alld 'Uhscrihed,~' , ~^" (", "6, ~ C) ,'<1::- '"
h ' I' ~th d ' I' - 00'
ellsH)fi~IBEl~-: n____.__p.) :6, 9 ~
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rARt C. LEWIS 'UReglsteT B:
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lIIagt 1lblill Ctttb ~~gtCtUt~ttt
I, RUTH S. YODBR, of North Middleton Township, Cumberland
County, Pennsylvania, declare this instrument to be my last will and
testament, hereby expressly revoking all wills and codicilS heretofore
made by me.
1. I direct my executrix to pay all of my debts, funeral
and administrative expenses as soon as may be done conveniently after
my decease.
2. I authorize and empower my executrix to sell any realty
owned by me at my death and not specifically devised or bequeathed
herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every
nature and wherever situate to my sister, Renee J. Geist of R. D. #1,
Hegins, Pennsylvania.
4. I nominate and appoint Renee J. Geist to be the executrix
of this my last will and testament; she is to serve as such without
bond. Should she die before my death, renounce or refuse to serve for
any reason, or die leaving any of my estate unadministered, I
nominate and appoint Roger B. Irwin, as substitute executor, also to
serve as such without bond, with the same powers as are given herein
executrix.
5. I hereby suggest that my personal representative retain
the services of Irwin, Irwin & Irwin as attorneys in the settlement
of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
::
this"}$ day April, 1977.
IGzt,L~
RUTH S. ER
(SEAL)
Signed, sealed, published and declared by Ruth S. Yoder, the
testatrix above named, as and for her last will and testament, in
the presence of us, who at her request, in her presence and in the
presence of each other have subscribed our names as witnesses hereto.
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ACKNOWLEDGEMENT AND AFFIDAVIT
We, RUTH S. YODER
and J. MARIE JONES
BETZI A. MORRISON
,
,
, the testatrix and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authori ty that the testat rix signed and executed the instrument
as her Last Will and that she had signed willingly, and that she
executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the tes ta t rix, signed the Will as a witness and that
to the best of their knOWledge the testatrix was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
{~; S~~/
.1;17~i, A, fY\cnll a'.MYl
BETZI A. MORRISON
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
Subscribed, sworn to and acknowledged before me by
RUTH S. YODER
, the testatrix, and subscribed
and sworn to before me by
BETZI A. MORRISON
, and
J. MARIE JONES
.
~.
day of
, witnesses, this
April
, 1977 .
~f).~
ROGER fl, Ir,.....'/:.~, riC:;',':(y PUBLIC
CARLISLE UOfWUGII, ClJMBERl"n~ courlTY
MY COMMISSION LlI'IRES OCl. J, WSO
E
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
RUTH S YODER
Date of Death: September 01, 1997
Will No.
21-97-742
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries uf the above-captioned estate on
Name
Address
~~n~:::u:lo .7 r.:~i c:::....
R n 1 Rnx 4~ Hpgin~, PA 17q1R
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except NONE
Date:~~ .1. ,V\q'i<
~.J<AA~Q " ~ a.' ..t-.Y
Signature ~
Name Renee J Geist
Address R D 1 Box 45
Hegins, PA 17938
......,!
Telephone(71~ 682-3909
~
I
Capacity: X
Personal Representative
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Counsel for personal
representative
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FOUjllERE
\~,
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
RECEIVED FROM,
I
RENEE J GE I ST
RD 1 BOX 45
HEGINS, PA 17938
ESTATE INFORMATION:
FILE NUMBER
011-1997 (l9(12
NAME OF DECEDENT (LAST
DATE o:g~M1~T RUTH C
1/1'1/1<;1<jl8
POSTMARK DATE '
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
'*'
NO. AA 242655 REV,II'2 EX (II,.',
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101
$6,605.25
FOLD HERE
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:iSN I~~n 1 e-6b~',:j
COUNTY 1 '1 s/l 998
DATE ofiie~:p,,~RLI)~If)
REMARKS RE
NEE S GEIST
SEAL CHEC~:II 4676414
,
IMII
TOTAL AMOUNT PAID
:tl6.o0:).c~
rn._~~.;!t..-! LF\ :.Jr VJILI_S
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RECEIVED BY ': ;(/,/,,) (', /";.IU,,,.1 L,..;pv'
{J . I V /;, ,.....
I~ARY C. LEWIS ,", 1,1./'...." .l:.7JJ,'/
REGISTER OF WILLS ~
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COMMONWEAlTH Of PfNNSoYlVANIA
DEPARTMENT Of REVENUE
OlP{.780601
HA.RRISBURG. PA 1112.'9.060!
OICtO[NT'!l NAM( IIAST, IlISI, AND MIDOIf INlI'ALJ
YODER, RUm S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS) ~OUNJY_COD~ :J L
tJfUOlNl'~ (OMPtl H A(JOIlUS
SOCIAl SECURIty NUMl!fll
201-18-6603
II' ""IICAIUI5UIVI'f'INCo $'0051'5 NM"! liASI. '"51 "'ND ""DDll INIII"LI
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FOR OATIS OFDIATH A"ER 12/31/91 CHICK HIAI
IF A SPOUSAL
POVIRTY CAlDIT IS CLAIMID 0
FILE NUMBER
ADDRESS
RR1, BOX 45, HEGINS, PA 17938
RR 1, BOX 328, ASHLAND, PA 17921
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DAlE
J 2../B.Q 7
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OMf0' IIIRIH
06/27/1916
650 CRAINS GAP ROAO
CARLISLE, PA 17013
Co,", CUMBERLAND
AMOUNT RECEIVED ISEE 1N5T1lUCTIONSj
~ l. Original Return
o 4. limiled Estate 0 40. Future Interest Compromise
(for dales of death offer 12.12.82)
06. Decedent Died Testate 0 7. Decedent Maintained 0 Living Tru't
(Attach copy of Will) (Attach copy of Tru't)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPUTE MAILING ADDIIESS
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RENEE S GEIST
TElEPHONE NUMB~R
717 ) 682-3909
Supplemenfal Relurn
OJ,
05,
Q... 8,
Remainder Relurn
(for doles of death prior to 12.13.82)
Federal Estote Tax Return Required
T otol Number of Safe Deposit Boxes
RR 1, BOX 45
I HEGINS, PA 17938
II)
(2) __
(J)
(4 )
(5) ~5,871.00
(6 )
(7)
(9)
1 , 836 . 00
18} 45,871.00
21. If line 18 i, greater than line 19, enler the difference on Line 21. This i, the TAX DUE.
A. Enler the interest on the balance due on Line 21 A.
8. Enter the total of line 21 and 21A on line 218. This i, the BALANCE DUE.
Make Check Payable to: Reglst.r of Will., Agent
;" ~ 'BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..c:..c:
Under penalties of periury, I declare that I hove examined this return, including accompanying schedules and stalemenh. and to Ihe besl of my knowledge and belief.
:t is true, correct and complete. I declare lhat all real est ale ha, beon reported at Irue market value. Declaration of preparer other Ihan Ihe personal representalive is
Dosed on 011 information of which pre parer has ony knowledge.
SIGN E Of PERSON RESPONSIBLE fOR fIliNG RETURN ADDRESS DATE
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1. Real Eslate (Schedule AJ
2. Slacks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Inleresl (Schedule CJ
A. Mortgages and Notes Receivable {Schedule 01
5. Cosh, Bonk Deposits & Miscellaneous Personal Property
(Schedule EI
6. Joinlly Owned Property (Schedule F)
7, Transfe" (Schedule G) (Schedule L)
8. Total Gran Assels (tolallines 1.7)
9. Funeral Expenses, Administrative Costs. Miscellaneous
Expenses (Schedule HJ
10. Debls, Mortgage liabilities, liens (Schedule II
11. Total Deductions (Iolallines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 111
13. Charitable and Governmental Beque,ts (Schedule JI
141. Net Value Subject to Tax (line 12 minu, line 13)
15. Spousal Transfers (for doles of deolh after 6.30.941
See Instructions for Applicable Percentage on Reverse
Side. llnclude values from Schedule K or Schedule M.J
16. Amount of line 14 taxoble at 6% role
(Include values from Schedule K or Schedule M.)
17. Amount of line 14 laxable 01 15% rote
(Include value, from Schedule K or Schedule M.I
1a. Principaltox due (Add lox from lines 15, 16 and 17.)
19. Credits Spousol Poverty Credil Prior Payments
+
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(IS)
(161
(l7)
(11) 1,836.00
(12) 44,035.0~_
(IJ)
(14) 44,035.00
x._=
x ,06 =
x ,15 = 6,605.25
(18) 6,605.25
(19)
(20)
(211 6,605.25
(2IA) -jj-,O()5~S
(218)
44,035.00
Discounl
Interest
+
20. If Line 19 is greater Ihan line 18, enfer the difference on Line 20. Thi, is the OVERPAYMENT.
II Oker:r.r:l!1l.rQ"~I...,t'11..I.".<l'L'11J.1J1II'.'."Ilnr.r:Ir.'I...,t.l.I...J,..I:OI.!.l...I....JII<l11
Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
. 3% (.03) will be applicable for eitates of decedents dying on or after 7/1/94 and belore 111196
. 2% (.02) will be applicable lor estates 01 decedents dying on or after 1/1196 and belore 1/1/97
. 1% (.01) will be applicable for estates of decedents dying on or after 111/97 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (V') IN THE APPROPRIATE BLOCKS.
YES NO
1, Did decedent make a transfer and:
x
a, retain the use or income of the property transferred, ......,....,......,......,........................,....
x
b, retain the right to designate who shall use the property transferred or its income, ..,..,........,
x
c, retain a reversionary interest; or ...,........,....,......,............,......,..,..,.."...."........,..,..........
x
d, receive the promise for life of either payments, benefits or care? ....................,....,..........,..
2, If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration? If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration?..",.".."."",.,."."","""""""""""""""""" ..,.."..",.",."".....,""'"
x
X
X
3, Did decedent own an 'in trust for' bank account ot his or her deathL........,............'..'......'....
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.1'tISIIU.1111,
~~
COMMONWEALTH O' PENN$YLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
RUTH S YODER
ITEM
NUMBER
A. Funeral Expen.e.:
1.
B.
1.
DESCRIPTION
CREMATION SOCIETY OF PENNSYLVANIA
CUMBERLAND VALLEY MEMORIAL GARDENS
, Admini.trative Co.ts:
Personal Representative Commissions
Social Security Number 01 Personal Representative:
Year Commissions paid
2, AHorney Fees
3,
4,
Family Exemption
Claimant
Address 01 Cloimont at decedent's death
Street Address
City
Relationship
State
Zip Code
Probate Fees
1.
C. Miseellaneous Expense.:
2,
3,
4,
5.
6,
7,
8,
',f
'. I,
_L , Please Print or Type
FilE NUMBER
TOTAL (Also enter on line 9, Recapitulation)
(II more space i. n..ded, ins.rt additional sheels 01 same .ize.)
AMOUNT
1,104.00
635.00
97.00
,
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,
5 1,836.00
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Ms, Renee Geist
RR ] Box 45
Hegins, PA ]7938
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Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true,
to the best of my knowledge and belief,
Executed this ~ day of ~luP..r
~iLl(j) ir19p1c;wjJ
ERIKA D SPROWL MBNA America
, "
STATE OF PENNSYLVANIA
IN RE: ESTATE OF
ROBE~TA BOWMAN
IN THE RE.GJSTER OF WILLS COURT:
~BERLAND COUNTY
ESTATE NO, 21-97.837
STATEMENT OF CLAIM
1. MBNA America hereby presents for filing against the above estate this statement of claim in
the amount of $ 4126.12.
2, The basis for the claim is MBNA account number 5329052367004961 which was opened on
3/22/91.
3, The tax identification number of the claimant is 510331454.
4, The name and address of the claimant is MONA America. 655 Paper Mill Road. Newark.
DE 19713.
5, This claim IS NOT contingent.
6, This claim IS NOT secured,
7, The last payment made on the account was $ 85.00 on 10/1/97.
,19cn
Claimant
State Of Delaware, County of New Castle
IN WITNESS WHEREOF, I have set my hand and notarial seal this
~ day of IILI ;(l P "1 )hI""') , I 9!22'
YU:f"'4A1dJ(&/NJ
Notary Pub
My Commission Expires:
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* 5329052367004961 *
ROBERTA R*BOWMAN CURBAL: 4186.65 CYCLE:
CR LIN: 4400.00 STATUS: _......v~v.
***************************** OCTOBER STATEMENT *****************************
POST -------REFERENCE------- TRAN --------DESCRIPTION------- BC ---AMOUNT---
PAYMENTS AND CREDITS
1001 27451400005 PAYMENT - THANK YOU 85.00CR
***************************** OCTOBER STATEMENT *****************************
PREV BAL
$4172.10
PAY +
$85.00
SALE +
$0.00
CASH +
$0.00
Fie
$39.69
= NEW BAL
$4126.79
PF10=PAGE FORWARD
PF11=TRANSACTION SUMMARY
PF03=NOVEMBER STMT
PF09=SEPTEMBER STM
PA1=BEGIN AGAIN
PA2=SYSTEM MENU
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: RUTH S YODER
Date of Death: September September 01, 1997
Will No. 21 -97 -742
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
Stat)lwhether administratj~ of the estate is complete:
Yes No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
\. \1..C)6
50 l;)~t-
-(~
./ Q ^N.. Q..... ~.
sign;ttre 0
Renee J Geist
Name (Please type or print)
R 0 1 Box 45, Hegins, PA 17938
Address
( 717) 682-3909
Tel. No.
Capacity: X
Personal Representative
'. -~ ~ ~,
Counsel for personal
representative
(MAH:rmf/AM3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,
<,..,./
'*
IS--;JOI - 10
BUREAU OF IUDIVIDUAL TAMES
INHERITANCE T~K DIVISION
DEPT. 280601
HARAISaURG, PA 17121-0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLDWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
In-II4'''''' II"'U
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-06-98
VODER
09-01-97
21 97-0742
CUMBERLAND
101
AlIIOunt R..1tt.d
RUTH
S
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOtlG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifiv:islij.'EX.AFp.til;;:97Y.iii:jfiCniF.i"NHfliifANCE-TA'X-APPRAis'EiiE'ii'f,--ALLoiiANCE.oli........_........
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VODER RUTH S FILE NO. 21 97-0742 ACN 101 DATE 04-06-98
If an assess_ant was iSSUDd praviously, linas 14, lS and/or 16, 11 and 18 will
raflact figures that include the total of ALL rat urns asse.sed to date.
ASSESSMENT OF TAX:
IS. _t of Line 14 .t SpouAl r.t. 1151
16. _t of Line 14 t.xable et Lineel/Cla.. Areta (161
17. _t of Line 14 texable at Coll.t.ral/Cles. B rete (171
18. Principel Tax Due
RENEE S GEIST
RR 1 BOX 45
HEGINS
PA 17938
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R.al Esteta (Schedule AI
2. stocks and Bonds (Schedule B)
3. Clos.ly Held Stock/Partnership Intsr.st (SchedUle CI
4. Mortgages/Not.. Receivable (Schedule DJ
S. Cash/Bank Deposits/Hlsc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule fl
7. Transfers (Schedule G)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expen.../A~. Costs/Hisc. Expens.. (Schedule Hl
10. D.bts/Mortgage Liabilities/Lians (Schodula II
11, Total Deductions
12. Hat Value of Tax Return
13. Charitable/Gaverneental Bequests; Nan-elected 9113 Trusts
14. Hat V.lue of Estete Subject to Tax
NOTE:
TAX CREDITS:
PAYNENT
DATE
01-12-98
RECEIPT
HUHBER
AA242655
DISCOUNT (0)
INTEREST/PEN PAID (-I
.00
( ) CNANGED
(11
(2)
(31
(41
(51
161
(71
,00
,00
,00
,00
45.871,00
,00
.00
(81
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this far_ with your
tax pa_t.
45,871,00
(9)
(101
1,836.00
,00
(111
(121
(13)
(141
1 .A~" nn
44,035.00
.00
44,035,00
(Schedule JI
,00 X ,00=
.00 X .06=
44,035.00 M .15.
(181
.00
,00
6,605.25
6,605.25
A/KlUllT PAID
6,605.25
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,605.25
.00
.00
.00
. IF PAID AFTER DATe INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,I
"II.
li
Ci
-Ct'
RESERVATIONs E.t,t'l of decedent. d~lna on 0,. b.fe,., Doc'~r 12, 1982 -- If any future Int.r..t In the altet. I. tren.f.rred
In po.....lon or enjo~t to C18.. B (coUet.rel) beneflele,.l.. of the decedent eft.r thll .xplr,tlon of en~ ..tet. for
llf. or for Ylierl, tN C088OnNII.1th hIIrllby .xpr...h r...rv.. the rllJht to eppreh. end .g.... t,..".f'r r~r1tenc. TaxII
.t the lewful CI... B (collet.ral) rete on any .uch future Int.r..t.
PURPOSE OF
NOTICE: To fulflU the requlr....,h of Section 2140 of the InhII,.Jtanc:. end E.t,t. rex Act, Act Zl 0' 1995. (72 P.S.
Section 9140).
PAVIEHT: o.tech the top po,.tlon of this Notle. and .utMlit with YOU,. P'YHf1t to the R-allte,. 0' WIU. p,.lntld on the ,..v.,... .Ia.
--.... Ch8ck 0,. IIOM~ o"~r payebl. to; REGISTER OF MILLS.. AGENT
'DttIN
ISlR'TIVE
CORRECTIONS:
REFUND (CRh , ,..fund 0' e lex crldlt, which w.. not "eque.tad on thll T.x R.turn, "y bt r,que.ted by COIp18t1na an "Appllcltlon
'or R.,und 0' P,"".~lvanl. Inht,.ltenc. and E.t.t, Tax" (REV-1313). Appllc.tlon. a,.. avallabl' .t t~ Of,lc.
0' the Reghter 0' W11l1, Ml~ 0' thl 23 Revonu. Dhtrlct Olflc.., 0,. by caUlng the .peclal 24-hou,.
anlWlrlng ""vlc. nuab.r. for fa,.,. ord,,.lng: In Penn'Ylvanla 1-800-362-2050, outlld, Pannlylvanla and
wIthIn local He,.,.lsbu,.g '''ee (717) 787-8094, TOO' (717) 772-2252 (He.rlng I~alrld Only).
OBJECTIONS: Any party In Int.rllt not latlsfl'd with th. apprah...nt, aUowDr'lc, or diaaUewanc. 0' deduction., or a....Aent
of t.x Clncludlng discount or Int.r'lt) a. sho"," on this Notic. MI.t objllCt within .ixty (60) day. 0' r8C.lpt 0'
this Notlca by:
--..,.IU", protllt to the PA OepertHrlt of Revenw, Boerd 0' Appeal., Dlpt. 281021, Hftrrlsburg, P' 171ZI-1021, OR
h.llCtlon to hItv. the AU.r dtt.rllned It eudlt of the ecCOWtt of thl perlOMI repr..entatlv., OR
--eppe'l to the Orphan.. Court.
Fectuel .rror. dlscov.red on this ........"t should bII addr...1d In writing to: P, Dep.rt.....t 0' R.VMUl,
Bur.eu 0' Individual T.xe., ATT": Po.t A.....-.nt Alvl... Unit, Dept. 280601, Har~l.burg, PA 17128-0601
PhoM (717) 787-6505. S.. Peg.! 5 0' the bookl.t "In.tructlon. 'or Inheritance lax A.turn '0,. II R..Jdlnt
Decedent.. (REV-1501) for an .xplanatlon of ~Inl.tr.tlv.l~ correctobl. .rror..
DISCOUNT:
If eny tax duI 1a p.ld within thr.. (3) C8landllr .anth. .,te,. the decedent.. d..th, a flv. p.rcent (S:() discount 0'
the tax paid is allowed.
The ISX tax ..,..ty non-pertlclpat1an penal ty 1a COllpUted eft the total 0' thJ tax and Interut ......Id, and not
P.ld befor. Januer~ II, 1996, the flr.t day aft.r the end 0' the to)( aene.ty period. Thl. non-partlclpatJon
PINilty 1a IPPUIlllbl. In the .... ....,. and In thG thI ... tI_ .-rlod .. YOU would !lPPH1 the tax and Jnt.r.lt
thet he. bMn 1I....Nd II Indleetld an thla notlc..
PEHAL TV:
INTEREST:
tnt.n.t 11 chlirged begltv1Jng .,Ith flr.t dey 0' dtlll'MlUlnC:Y, or nino (9) IIOnth. and one Cl) dey 'rOIl the dIIt. of
dAth, to the dIIt. 0' pe~t. Tuu ""Ich bee... deiUnqutlnt be'o,.e JMuery 1, 1912 bH,. Int.r..t .t the rat. of
.Ix C6;() percent p.r ~ caloulatlld at a daily ratIo' .000164. All tax.. ...,Ich bee... d8!JftqlMnt on and aft.r
Jenuery 1, 1982 will be.,. Jnt.r..t .t . rat. Which .,111 vary frOl calendar year to callndar y.ar wIth ~t rot.
~Id by the PA Oepartaent of R.venue. The app1lcabl. Inter..t rat.. for 1982 through 1998 IIr.:
!!!! Int.r..t A.t. D.II~ Int.r..t Factor
!!!r
Interut R,t.
Deily Intlr..t Factor
198Z
1985
1984
1985
1986
--Int.rut
ZO;c .000548
16;( .000438
11;c .000301
In .00D556
10;c .000274
11 calculeted e. follow.:
1987
19&8-1991
I99Z
1993-1994
1995-1998
9~
U;(
9~
n
9~
.000Z47
.000301
.000247
.000192
.000247
INTEREST = BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Hotlc. luued a'te,. tht tllX bleaul delinquent will reflltCt an Int.,...t calculation to ,ift.., Cl5) dan
beyond the dete 0' the 1I.......,.t. If p.yant 1a Ade IIft.r the Intlr..t c~tatlon date shown on in.
Hotlc.,. addJtional Jnter..t MI.t bII calculated.
.":,~~l~'~;,~,j.',,::;;:::.~,',X;t~~,~~--;~~,--,,- ':
,:)0 I _I <"
""....C~HWEALTH OF PEfilrfSYlVAHIA
DEPARTPtEHT Of REVENUE
IUREAU Of INDIVIDUAL TAXES
DEPT. zea60t
HARRISIURC, PA 171Z'~0601
*'
{'.J -,
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 97-0742
ACN 98122419
DATE 05-27-98
TVPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
00 CERTIF.
1(w_IIUn," ,,-",
EST. OF RUTH S VODER
5.5. NO. 201-18-6603
DATE OF DEATH 09-01-97
COUNTY CUMBERLAND
RENEE S GEIST
RR 1 BOX 45
HEGINS
RENIT PAYNENT AND FDRNS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PA 17938
DAUPHIN DEPOSIT BANK hu provldMt the Dapart.ent with the Infor..t1oo Ustltd balow which hili bun used In
calculating the potential tax due. Th.ir r.cordl Indlcat. that at the death of the above decedent, you ..er. a joint owner/b~flclary of
thl_ account. If you ,..1 thl, Infor..tlon I. incorr~t, pl.... obtain wrlttan correction fr08 the fln.~cl.l Institution, attach a copy
to thlu for. and r.turn It to the above addr.... This account I. taxable In accordance with the Inheritance Tax la"l of the Co..onwealth
of PennsYlvania. Questions .ay be answered by calling (717) 187-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
Account No. 8100365105 Doto 07-15-94
E .tobll.hod
Account Belonce
Percent T.xable
Anount Subject to Tex
Tax Rde
Potenti.l rax Due
To Insure proper credit to your account, two
(2) copl.s of this notice eust acco.pany your
payeent to the Register of Wills. "eke check
payable to; WReglster of Wills, Agentw.
2,012,49
50.000
1,006,25
.15
150,94
TAXPAYER RESPONSE
" D,IfXLP~ESULT~lf.At.O~IJIq~.A~<I'''l'.A~,l!ESSHE..T\lIIl~EDOH'l'HXl!JlcrrIqEi
K
NOTE: If tax pay.ents are .ade within three
(5) aonths of the decedent.s date of death,
you uy deduct a 5% discount of u,. tax due.
Any Inheritance tax doe will beco" delinquent
nine (9) eonths after the date of death.
x
PART
[!]
[CHECK ]
ONE
BLOCK
ONLV
A. The abova lnforeatlon and tax due Is correct.
1. You .ay choose to re.it pa~nt to the Register of Wills with two copies of this notlc. to obtain
a discount or avoid lnter.st, Dr YOU .ay check box wAw and return thl. notice to the Register of
Wills and an official asses..ent will be i.sued by the PA Depart.ent of Revenue.
B. c=J The above asset has bean Dr will be reported and tax paid with the Pennsylvania Inheritonc. Tax return
to be filed by the decedent.s reprosentatlve.
C. c:J The above Infor.otion is Incorrect and/or debts and deductions were paid by you.
You INst cOlIPlete PART [!] and/or PART ~ beiow.
If you indicete a different t.x ret., plees. state your
rel.tionship to deced.nt:
> " lIe~CIAL' USE ~NLYi i:",(8 AA~:i!
x';\, PA ~MRTHENT OF:~NUE,,', ,
reRi "St~ ..05 ~ '",
:,!,!,i,!l\j,:."i~ ':'If''' """"i;"'."',"'f:;'t:~;,,:.;::::>.';
. .....,....,'...:. ,'.-.' ,.,., ":.,'::,::,::,.'",.CQ.(',.:',::,::,,., ,.."'" ',' ......... ::,',::.,':,:,',
". . 4'" ..".. :::::',:::::: ,.','" ... .::::::;;::::::~::::;:}',.",,:::::::::;:: ,..,... ..,..
(( "',',":': ",.." "",' ,",", ,,',
):::'::::, :~:jt':::-::,.::::~::::::~:(::::~::::::::: ,:::';:;::~::~:::::~~;~:::::::':::;'~;~::~J:~::';:~~:;;;:.~:~;::.:~. . ::.:.~:,::~;:.;
:::::,:::: "':6\:::: ,.,,::,,:Lv':'.:':~'::':. .' :'::'<:,::::::~~:::e<-l":::::::::::'::":':'" ,.'
",:,,:: "" , r ... ",(.3' ,,' A'.. :"':
\!:,::!::i:: ..., :':':':''':'.':':'.';':':' :......::loAI.....:,. ".' .,
::: ~'8:" ,""..." '."'.",
CLAIMED
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Dot. E.tobl1.hod 1
2. Account Belance 2
3. Percent Taxable 3 X
4, Allount Subjoct to Tox 4
S. Debt. and Doduction. 5
6. Aoount Texablo 6
7. Tox Rot. 7 X
8. Tax Due 8
PART
[!J
DATE
DEBTS AND DEDUCTIONS
DESCRIPTION
AMOUNT PAID
PAVEE
PAID
I
.
\
TOTAL (Ent.r on Line 5 of Tax Co.putetion)
Under penelti.. of perjury, I d.clare th.t the
c~~o the ....t of ey knowlodgo ~ 1><111of.
/ ~ ~_ ~, "b _5h..J:>X
TAX G TURE
f~tl '1 heve reported above era true, corr~t end
)
)
NUMBER
HOME (
WORK (
TELEPHONE
lo _~_l:t~
DA
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GENERAL INFORMATION
1. fAILURE TO RESI'OND MILL RESULT IN All OffiCIAL TAX ASSESSIIENT .lIh ...11...1. In'''''' ...... on Inf.rHUon
~ltttd by the flnenclal Inltltutlon.
Z. lnh1rltenca tall bee..' de1lnquent nine lIOr'Ithl ,ft.r the deCedent" ate of death.
1. A Joint ecCl~t .. '11C1Ib.1 IV'" thoUgh the deCedent"' ".. .... edcMd al . ..tt.r of convenience.
~. A........ t1".ludlnt .ho" hold ..._ hu...... ... .11.1 ""Ich tho _-.t put In j.ln. .-e. .Ilhln - ...r .rl.r t.
dtath Ira fully UlC_.I .1 tun".r..
I. Account' ..tllbllaMd JointlY bet...." hUsbend Md wlf. IIOr' than OM y..r prior to 6e,th Ira not hlllllbla.
.. AcCOWtts Mid by . dectcMlnt "In trult for'" .-,other or othlln .r. tllC_.e fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE
1. 1lQCl( A _ 11 tho Inf.rHUon ond .___..Uon In ,ho ".U.. .r. ..rn.' ond .......Uon. or. no' "Int dol..... .1oe. .. "X"
In bloc' .A. .f '.rt 1 .f tho .T......r R..pon". .oeUon. SI,., tvo ..,,1.. ond ._11 .ho. .Ith .our .hock f.r tho _t of
tlX to tM R"ht.,. D' NUll of the county IncUeated. 1M PA Defllrt...,t of Revenue ..111 l..ue ." official au......,t
(For. REVwlS41 EX) upon receipt of the r.turn fr~ the Rlgl,tar of VJIl,.
Z. BLOCk I _ 11 tho ....t ._1/1'" on thl. ".U.' he. ..... or .111 .. ..por'''' ond ... ,old .lIh tho p......lv..l. I_rll"'"
T.. R.turn fU'" b. tho .....d.nt.. r.pr...n"Uv" ploe. .. "lC" In bloc' "I. .f Port 1 of .ho '"t.......r R..pon.'. ...Uon, SI,.,_
..". end r.turn t. tho PA ..p.rt..nt of R.v.nuo, Bur.au of Indlvlduol T...., Dop' Z80601, H.rrI.bUr., PA 171Z1-8601 In tho
envIlope provided.
5. ILQCl( C _ If tho ".U.' Infor..Uon 10 In..rroet and/or doductlon. .r. bel... .1.1..... ,ho.k bloc' .C. end .....1ot. P.rt. Z .... 5
.".rdlno t, the In:tr.,tl.n. ...... 51"" t.. ...!., ond ,''''.It tho. .lth y..r ,h.,k I.r Ill. ...unt .f to>' p.y"!. t. tho R..lot..
.f WU10 of tho .....ty Indl..t.d, Tho PA D.Port_t of R.v"""" .111 I..u. an .111.101 ......_t (F.r. RtV-1S'O Ekl upon r...lpt
of t~ rlturn froa the Regllter of Willi.
TAX RETURN - PART 2 - TAX COMPUTATION
1\
!
,
"
"
i
LINE
1. Enter the date the ltCcount originallY ..a. l.tabUshed Or' titled In the IlIII'\Mr .dlting lit date of d,.th.
NOTE: For. a dlcedent dying after lZll218Z; AccOU\t. Nhlch the decedant put in joint nUll' within one OJ y.ar of death ar.
t.x.bl. full. .. tren.f.r" Howev.r. thoro I. en .x.lu.1on not t. .....d 05."0 ..r tran.f.r.' r...rdl... of tho v.lu' of
the ltCcOU\t or ttt. nullber of KCount. held.
If II double ..t.rbk (JlIlI) epplars beforl your first na.. In the addu.. portion of th1s notice, thll n,ooa IIxcluslon
alreadY hal belen deductod froD the account balance .. reported by the financial In.U tutton.
2. Enter the total balance of thtl ItCcOU'\t including Interut accrued to the date of dGlsth.
3. 1M percent of tho account that is taxable for ,ItCh sur-'/lvor 11 deterelned as followll
A. The percent taxable for joint a...t. ntablishad More than one year prior to tht d.cedent". death;
1 DIYIDED BY TOTAL NUHBER OF DIYIDED BY TOTAL HUHSER OF )( 100 . PERCENT TAXABLE
JOINT OWNERS SURVIVING JOINT OWNERS
ExaMPle; A joint a...t regist.red in the naH of the deced.nt and two other Plrsons.
1 DIYIDED BY 3 (JOINT OWNERS) DIYIDED BY 2 (SURVIYORS) . .167 )C 100 . 16. r-' (TAltABLE FOR EACH SURVIVOR)
I, Tho por..nt tax"l. f.r ...... .r..ted .lthln on. y..r of tho .....dont.. d...h or ..,ount. -... b. th. ....-.t bUt hold
in tru.t for enother indivldual(') (tru.t benefIcIarie.);
X 100 . PERCENT TAKABLE
1 DIVIDED BY TOTAL NUttBER OF SURVIVING JOINT
OWNERS DR TRUST BENEFICIARIES
ex_I': joint .......t roolst.r'" In tho nMO .f tho d..-.t ond tvo othor ........ end ..t..lI.".. "'thin.... y..r of do.th b.
the eIK.dent.
1 DIVIDED BY 2 (SURVIVORS) . .50 )( 100 . 50j( nAXAtlE FDA EACH SURVIVtMU
~, Tho.......t ""'loet t. t.. (lIno .1 Is dot.r.lned b. au1tlp1Yl... tho .......t b.l..... (11.. ZI b. tho ..r.ont tn....l. Ulno 51,
5. Enter the total of tho debt. end deduCtlontl li.ted in Part 3.
6. Tho.......t t....l. Ulno 61 Is dot.r.lned b. .ubtr..tl... tho deb" ond .......lIon. (lIno 5) fr" tho ......t .ubl..t to t.. (lIno '1.
7. Entar the appropriate tllX rat. (line 7) a. det.raIned belCMil.
A. For dat.. of death occurring afhr 6/30/94, tho tax rllt.. for tran.f.rs to spoil'.. Ir. a. followl;
1. Dat.. of death on or aU.r 7/1/94 and before 1/1/95 ttMt rat. is 5j(.
2. Datos of death on or aft.r 1/1/95 tran.fers to spou'.1 will be taxed ale OJ( tl)C nt..
Not.; For dat.. of death prIor to 7/1/94 tran.f.r. to spou'.' ar. taxabi. at 6~.
B. Tran.f.r. to llMal de.cendant. includino father, ItOthOr, 5On, daughhr, IIrandchlldr.." lon-in-iBM,
daught.r-in-Iaw, .tepchild and their 'llluo are ts,;able at six pe.runt (6:.1:).
C. Tr.....f.r. to all other. including brother, .i.t.r, uncIa, aunt, nepheW and nl~' art taxable at fifteen perc....t (15~).
D. If you change thai tax rat., plu,. lpecify your r.lationship to tho dec&dwlt In the ar.. provided.
II. ThcI MlQUftt of tax due (lina II) is det.reIned by 1MJ1t1plyina the MCH,.,t taxable (111'1I 6) by the tax rat. Uina 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and deduction. are detereIned a. follow':
A, Vpu 100.11. .r. r......slbl. f.r p..-t, .r tho ..t." ""'loet t. ....lnlstr.Uon b. . ..r.....l rep......t.tlv. Is In..,III.I..t
to pay the deduCtlbl. It....
,I. You actuallY paid tho debt. aft.r death of tM decedent and can furnIsh proof of PIYM"t.
C. ....t. bel... .tel.... ....t ". 1t..1.... full. In P.rt 5, If addltl....l ..... Is -, use pl' In peper I 1/2" x 11., Proof.f
payHnt AY be requa.tlKl by tho PA n.partMnt of Rev.nuo.
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COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT280601
HARRISBURG, PA 17128-0601
_~:J~R..
~
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. AA 2 70187 REVlI62 EX Ill"6)
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
RENEE J GEIST
qJ:'l1p;'ILtlQ
<t" '10 'n
RD 1 BOX 45
HEGINS, PA
17938
FOlOHERE
fOlD HERE
ESTArE INFORMATION:
FilE NUMBER
;>1 1997-074;>
NAME OF DECEDENT (LAST)
VODER RIITH S
DATE OF PAYMENT
6/08/199R
POSTMARK DATE
f-./()!'i/199R
COUNTY
rei IMFlFRI AND
DATE OF DEATH
SSN P01-l B hhO,"1
(FIRST)
IMII
TOTAL AMOUNT PAID
$[50.94
C~l
REMARKS RENEE S GIEST
./,' /'/ -;'
RECEIVED BY /..'/Ii' '. " I ..,; . / i,l/ ..,' /1/ ,~)";~
~~~~S~ER L~~ILLS'/;"" /.f', /
SEA~HECK# 341-1984 -107
r-lEC:~~'TL~n ()[" {,JILL.S
'~. ~
v
.-_1 -~.
-:::~'-'_._-:---''''--''':.:.cJ.~. ,,-AI-~~ !-,",'r-" .
, . l'
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
DEPT. 2110601
HARRISBURG, PA 17128-0601
*
NDTICE DF INNERITANCE TAX
APPRAISENENT. ALLOHANCE OR DISALLOWANCE
OF DEDUCTION5, AND ASSESSNENT OF TAX ON
JDINTLY HELD OR TRUST ASSETS
II'f-lM'IJlU'IIJ.t71
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
10-05-1998
YODER
09-01-1997
21 97-0742
CUMBERLAND
201-18-6603
98122419
A.ount R..ttt.d
RUTH
RENEE S
RR 1 BOX 45
HEGINS
GEIST
PA 17938
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
S
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:isiri-EiC-AFfi-io3-:97j------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-05-1998
ESTATE OF YODER
RUTH
S DATE OF DEATH 09-01-1997
COUNTY CUMBERLAND
FILE NO. 21 97-0742
TAX RETURN WAS:
S,S/D.C. NO. 201-18-6603
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: DAUPHIN DEPOSIT BANK
ACN
98122419
ACCOUNT NO.
8100365105
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 07-15-1994
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
2,012,49
0,500
1,006.25
.00
1,006,25
.15
150,94
TAX CREDITS:
PAYMENT
DATE
06-05-1998
RECEIPT
NUMBER
AA270187
DISCOUNT (+)
INTEREST/PEN PAID (-)
,00
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION DF THIS NDTICE
WITH YDUR TAX PAYMENT TD THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS, MAKE CHECK
DR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
150.94
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. .
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
"......_.~.....,...,.,...._..". ~,'. .. '~,;,.'."':"~..,',' ",,<' ."
150.94
.00
.15
,15
PURPOSE OF
NOTICE:
PAYtEHT:
REFUND (CRl:
, ,
,
~ -; ,-.
. -' ~ .
To fulfill the re~ire.ents of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S.
Section 9140).
Detach the top portion of this Notice and sub.it with your pay.ent to the Register of Wills printed on the
reverse side.
__ "eke check or .onay order payable to: REGISTER OF WILLS, AGENT.
A refund of a tax credit, which was not requested on the tax return, .ay be requested by c08pleting an RApplication
for Refund of Pennsylvania Inheritance and Estate TaxR (REV-1313). Applications are available at the Office of
tho Register of Wills, any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service
nuebers for for.s ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and withln local
Harrisburg area (717) 787-8094, TDDI (717) 772-Z252 (HGaring I.paired Only).
OBJECTIONS: Any party in lntorest not satisfied with the appraise.ont, allowance or disallowance of doductions or assesS8ent
of tax (including discount or interest) as shewn on this Notice .ay ob$ect within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128.1021, OR
--electing to have the .atter detereined at the audit of the account of tho personal representative, OR
--appeal to the Orphans' Court
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Factual errors discovered on this assess.ont ~hould be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Asses$8ent Review Unit, DEPT. 280601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the bookiet RInstructions for Inheritance Tax Return for a Resident
DecedontR (REV-150l) for an explanation of ad.inistrativelY correctable errors.
If any tax due is paid within three (3) calendar .enths after the decedent.s death, a five percent (5~)
discount of t~e tax paid is allowed.
The 15~ tax a.nesty non-participation penalty is co.puted on the total of the tax and lnterest assessed, and not
p~id beforo January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation
penalty is appealable in the saINI .anner and in the the sa.e U.e periOd as you would appeal the tax and interest
that has been assessed as Jndicated on this notice.
Interest is charged beginning with first day of delinquencY, or nine (9) .onths end one (1) day
fro. tho date of death, to the date of pay.ont. Taxes which beca.e delinquent before JanuDry 1, 1982
bear interest at the rate of six (67.) porcent per annue calculated at a daily rate of .000164.
All taxes which beca.e delinquent on or after January 1, 1982 will bear interest at a rate which will vary fro.
calondar year to calendar ~ear with that rate announced by the PA Depart.ent of Revenue. The applicable
interest rates for 1982 through 1998 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Dally Interest Factor
1982 20~ .000548 1987 97. .000247
1983 16X .000438 1988-1991 11~ .000301
1984 117. .000301 1992 97. .000247
1985 13~ .000356 1993.1994 7r. .000192
1986 10~ .000274 1995-1998 9% .000247
-.Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assess.ont. If paY.Ant is .ade after tho interest co.putotion dato shown on the
Notice, additional interest .ust bo calculated.