HomeMy WebLinkAbout01-0605
REVi'500 EX (~
{COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
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DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
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(IF APPLICABLE) SURVIVING SPO SE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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I&i 1. Original Return
o 4. limited Estate
o 6. Decedent Died Testate (Attach ccpy of Will)
o 9. litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death oller 12-12-82)
o 7. Decedent Maintained a living Trust (Attach ccpy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
_L-O-,-
COUNlY CODE YEAR
_ _ ~d..!:
NUMBER
SOCIAL SECURITY NUMBER
1ft( - OJ - c'J-/
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Retum Required
() 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A} (Attach Sch 0)
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COMPLETEMAllINGADDRESS..>.~.IL
-, 3 'f S H~~ Wd CJ.....j) .JJ f., lYe
C/lKL/..fLc) r>A /7t1!J...,JrJ.t.
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
(6)
/~OJ 57019 7
/
/; t&~ 8~
)
(7)
(9)
(8)
:}f~ ,.79
s: 'It
(10)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax /1// ~
rate, or transfers under Sec. 9116 (a)(1.2) x .0_ (15)
16. Amount of line 14 taxable at lineal rate 4/1? x.O_ (16)
17. Amount of line 14 taxable at sibling rate .4/11 x .12 (17)
18. Amount of line 14 taxable at collateral rate / ,)- ~ ,< 'fJ, () ;Z x .15 (18)
/
19. Tax Due (19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
)0 >BE SURE_1'()A~SVVERAI,.CQJE."
OFFICIAL USE ONLY
/33.J ;(.3C I '79
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(12)
(13)
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Decedent's Complete Address:
STREET ADDRESS
73
J;e J';
CITY
STATE r't1
c.
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
~IIJ
CJ~/( 32-
~~
(2)
Total Credits (A + B + C )
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
(3)
(4)
(5)
(5A)
4.
TotallnterestlPenalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
ZIP /70JJ-.JS'3
/1'; lot. 4Y
? 09,32-
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;;/t?
111~ 71. /.3
./
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B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
/7 ~ 7 7. /3
,
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ ~
c. retain a reversionary interest; or.......................................................................................................................... ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. r81
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D
No
D
D
D
~
~
D
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum. including accompanying schedules and statements. and to the best of my knowledge and belief. it is true. correct and complete.
Declaration of preparer other than the personal representative is based on all infonmation of which preparer has any knowledge.
DATE
'-~f"" 1..,dO/
/ 7 () 1.3 - .3 If''] C,
DATE
73 <.j SH6~vJOoJ> .Jj:.l V~
SIGNATURE OF PRE PARER O.:i/)N REPRESENTATIVE
ADDRESS
CAt:-LI5Lb} ?II
N/tf
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
.
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COMMONWEALTH OF PENNS) ~VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
c31l~ 13/1 ~ If
ARIISI/11
FILE NUMBER
If an asset was made joint within one year of the decedents date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. .:J~ftff/ F. rJALf15 (10
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CJi~L/.sLE. fA /7(J jJ -.3';3(,
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flA-2-L~-rtJ~ ffl /%20/- 'fcJj-t
B. t11 fI~ I/Jp Jf L-I )J/lJ6LL
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JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach
NUMBER TENANT JOINT deed for joinUy-held real estate.
'.(~~-/f Ht VAAl" U.A~) G.R,; tAt' (')o'J...."1foYt,St
1.IJ-/", rite VAd{J-tlllt;) c;..f:()tJ,f t)()77-(Jff(;f(iJ
<f.-?'()_Ip w,qY~d/N1 ~,4tt1k Of) 9d39;(?!)
v'J.J-jp/ tJ/I 'I Pd /,1J I ~/ln!)c dtJ.UtJ r.>,
1, A.
~. A.
3. A.
4. A.
DATE OF DEATH
V LUE OF ASSET
%OF DATE OF DEATH
DECO'S VALUE OF
INTEREST DECEDENT'S INTEREST
'f ~j-i7J. 2/ So ~~f3G.1,1
/
7Y +1.$"11.16 5-"% ~ ~7f~ sf
~
lI'lf'l.b! S"tJ ,I ~'I11rJ1
II /ICJ~~3 SOh 's-rll. /7
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I.
B '-N-/f rH<; vAA/;;tIA;::)J C:RI/llP "()(3-()r~1 7~ ~!rtak SI3
~f~.;utJ, J I
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C!..
fA Yr'~/N-r (SAI!/(. J'()()()O<t.3~ /I 3S;~d/.91 SO
#
/7.bOtJ. f (;
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TOTAL (Also enter on line 6, Recapitulation) $ I
(If more space is needed, insert additional sheets of the same size)
REV"510EX.(1~~.' ,
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
f3 A ~gll(CA ArcA.j I II)
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes,
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
ATTACH A COPY OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST IF APPLlCABLE\
NUMBER
1, 6:. GIl~fJ-~ Z;~(S-r' e -:rR- - Ncf'f/cW 113):13 /11% ,A) /11 ~1JS'.1
~/r(6 01= TtfAtJ,SFtf, - y.f,z/J f?f
WllyPdl,,)7/JflttJX c.) f(}tJ-~g'7'f
~. /YI /1'(( y, F re 1.5 II c. - tV Ie tc '3 / ? 'f: :?" /1/1170 Ai/II IJ /1'f;
, ,,'.SFf.~ g-If':/,r.rf1fA, ""111/ F/~.rr~ "'. n1ll,lJ
).p, I~ () f ~/1rJ. - 2"&. - 2.t1,w 'ItJ.fA FcM ML ~ u)Ay~ ~~
tAlllyPdl,.)( ~At1Ik CP ftJ~ -1[9333
!iN j1) /I Ftc IS rl L - IV} ~ C6 :/I ## i-73):
3. if 73J:7J Ie''' ~
.iJ1t'/G- ()~ ,,(~rJsff((- i-/1tfr~
~
W,A ypu / N I $,t{ttlk (~ odd.. 13(,7
,
.......
-.
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, 0' '.
TOTAL (Also enter on line 7, Recapitulation) $ /d. ??~ !::z
J
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7t
(If more space is needed, insert additional sheets of the same size)
~EV-1511 Ex+ (12-99) r
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
t3 A (( 8 fJ K.A
A !<. II S I fJ'1
FILE NUMBER
ITEM
NUMBER
A.
Debts of decedent must be reported on Schedule I.
1.
DESCRIPTION
FUN~~~X~NS~:. J.lAreos ToCk Ff.{N6(<A L 1i()/Jf&-F-u.;J~K.AL
s1' ;rlA~YJ- (J10~f4rnEN1 eO\-'/I.!/I,},51d4t- i.EI?et/l,)~
/( of e.. H(}fYt~ !lssocIA17P# -Ftf/IJl:ML 1'76AL
Ji.
3.
1.
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
tV/II
2.
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
Attorney Fees
~/II
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ,A) /11
Claimant
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees .N / /I
5. Accountant's Fees /,) / II
6. Tax Return Preparer's Fees N / t4
7.
AMOUNT
", J..<.~. dO
1S~, 0-0
/5-s-.79
TOTAL (Also enter on line 9, Recapitulation) $ 7 / -< 1, 7 q
(If more space is needed, insert additional sheets of the same size)
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REV-'S12EX. (!-97) .'.
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,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
(3A~8Ar<.!t A~AJ/fI(
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
9...
.3.
DESCRIPTION
AMOUNT
If.
S !((ltJ1-!4r f.1.-J!J...f~(J:'#--l1-;j rJtJ.'I-S.(,?/Ii)~bu. /~ friL
fAUL ) J>IILtt~))flY1 -r<()iA.+/~ Fuof &rt.~k1F;(..~ 3CJ. fFP
flllJR. /lltf!./ CA - fa r l!1or(JA/~ (C/(. :if :<if?J ~ 9~
j ~;Z:<. /b
'1l1d~AJtV!I'-J NtA((SIN6"- ildfY}E - .A,I'-' (I/({..."") 2-PO/
(e,t.<:tt- /()t'~~<ft.3r:t(J -:, J~. t'fI--Q./~f:,lA. ~
i(ECLR/(1) -~(j)tA.II.,e~L6 L I~l f~/lJSI(}J )(POSII /?.3. fJ
-+ f'-r/Yr- .3 -.3 () - z.,d 0 I )) II--l d Ar.r; r (Afv ~A..s A L
s:
TOTAL (Also enter on line 10, Recapitulation) $ 'It {, . ~ %
(If more space is needed, insert additional sheets of the same size)
DOCUMENTATION FOR SCHEDULE F
DATE FILED: 06/27/2001
Deceased: Barbara Arasim
Soc. Sec. No: 189-05-6517
Date of Death: March 30,2001
Address:
734 Sherwood Drive
Carlisle, PA 17013-3536
Representative: Joseph F. Balascio, Nephew
Contact Phone: (717) 243-6314
u21 acet 'values.html, Version 4.0
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Page 1 of 1
,
Account Values
Registration Type: Joint
BARBARA ARASIM &
JOSEPH F BALASCIO
IT TEN WROS
734 SHERWOOD DR
CARLISLE, PA 17013-3536
IFund/Account NumberllFund NamellNA V IIShares Ownedl!Account Value as or 03/30/20011
I 0063-09909686474 "PA TE MM II $1.0011 45873.21011 $45,873.211
I 0077-09909686474 I!PA Ins LT 11$11.3211 5264.0601/ $59,589.161
Registration Type: Joint
BARBARA ARASIM &
MARIANNE LINNELL
IT TEN WROS
734 SHERWOOD DR
CARLISLE, PA 17013-3536
IFund/Account Number!lFund NamellNA V IIShares OwnedllAccount Value as or 03/30/2001 1
I 0063-09936779736 IIpA TE MM I~I 88460.62011 $88,460.621
IITotal. Account Val.ue
II
$193,922.9911
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https://majestie3.vanguard.eomlIND/DNO.21.aeet_values/276951690 1 021 05248
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lOOK FOR US. WE'lL GET YOU THERE.
P.O. Box 171, Harrisburg. Pwinsylvanla 17105-17.
Member FDIC
* * T RAN SAC T ION A S C 0 U N T S U H ~ A R Y * *
ACCOUNT NUMBER TYPE OF ACCOUNT: INTEREST PAID ANNUAL PERCENTAGE YIELD DAYS IN CYCLE
YEAR TO DATE / EARNED (APYE) :-^7.
~OCUS 50 FREE INTEREST 7.27 1.09 t ~,05 /0 29
* * I N V EST MEN T A C C 0 U N T SUM H A R Y * *
:~~~~:~4:~HBER ~~:~I~ic:~~O~~T~EPOSIT (~~~ NTER, T PAID5~~~8TO~E AVERAGE5I~~~~~S~ R~ ENOIN~5~~t~~~i ~
_____________________________________________________ _ _________Jr~~J-~-~!-JC~--------------------------------
TYPE OF ACCOUNT: FOCUS 50 FREE I~TEREST ACCN 0090892985 ENCLOSURES 4
,. .~_; '~~" .", _ 1.-: ~ ~
OffoS1T$ l IiIITHDRWAlS h<..!2..1CHAl{sl! ' tNTEREq J,/ ENDING BALANC~ /
550.63 ' 715.50 ,00 1.04 ~ 1.202.82
- ;;-
.
0090892985
f "
BARBARA ARASIM OR
JOSEPH f BALASCIO
734 SHERWOOD DR
CARLISLE PA 17013-3536
STATEMENT DATE FOCUS
4/23/01
PAGE 1
1861
AVERAGE BALANCE
1.207.36
PREVIOUS BALANCE /
1.356.65
DAiE
3/27/01
3/29/01
3/29/01
3/30/01
3130/01
4/02101
4/06/01
4/20/01
4/23/01
DATE
3/29/01
3/29/01
I
DEPOSITS./ i,Wn_AWALS
9'.00 V " ./
" ; 388. 77 V
t,/, 266.12 ./
1;8:8 . >.f..r. J,..)..Ud(
.6.,4 ./
251.111 ~ V
20.61 ./
30.00 V
BALANCE
1.454.65
1.065.88
799. 76
978.54
994.68
1.252.39
1.231.78
1.201.78
1.202.82
ACTIVITY DESCRIPTIO' ; 'i
DEPOS IT
CHECK '244 ~ .\
CHECK #243 '!' ,I,. 1
Transfer from CD 180000U488 ;';"fAl t"".
Transfer from CD #800005933~J=~4~' ~ (.~,
VG!-PA INS LTIINVESTMEIlr of,,..:t'4t-(
CHECK 1245
CHECK 1246
[NTERESi EARNED
CHECK NO.
243
244
AMOUNT
266. 12
388. 77
, 1.04 ~/
" ," ~IJ . CMECK SU~MARY ... i......
. ;....utes skip In check~'-
DATE CHECK NO. AMOUNT
4/06/01 245 20.61
CATE
4/20/01
CHECK NO.
246
AMOUNT
30.00
~y
--------------------------Please-revle;-our-prTvacy-noElce-on-Ehe-reverse-sTde-of-Ehjs-sEatement~------------------.--------
PLEASE NOTE: The waypolnt Super Saver interest rate will be updated
monthly instead of Quarterly effective June 1. 2001.
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P.O. Box 17.. HlIl'l'lsburg. Pvtnaylvanlll 17105-17.
Memoe' FDIC
BARBARA ARASIM OR
JOSEPH F BALASCIO
734 SHERWOOD DR
CARLISLE PA 17013-3536
STATEMENT DATE GUAR
3/30/01
5654
PAGE 1
ACCOUNT NUMBER TYPE OF ACCOUNT: INTEREST PAID ANNUAL PERCENTAGE YIELD DAYS IN CYCLE
YEAR TO DATE / EARNED (APYEl 1.J).rf
00200S5674 GUARA~TEED HONEY FUND 155.16 v' 5.471 ~.7w/O 31
AVERAGE BALANCE
11.018.85
DEPOSITS /
2.046.39
ENDING BALANCE vi'
11. 022.33
PREVIOUS BALANCE I
10.328.71'
DATE
3/01/01
3/01/01
3/01/01
3/08/01
3/09/01
3/13/01
3/30/01
3/30/01
3/30/01
3/30/01
WITHDRAWALS ~
1. 402 . SO V
CHARGES
.00
INTEREST /
49.97 V
WITHDRAWALS
ACTIVITY DESCRIPTION DEPOSITS /
US TREASURY 303/S0C SEC 848.00 r
i;~~9i~~1~w 3~~;~~'e~1,_. . ~ - .-:-~~I:~ ~q-_.
VGI.PA TE MM/INVEST"ENT (-,~ .f'4~ l~) 85.31 t f
US TREASURY 220/TAX REFUI" ., (-f.r ..~) 350.00 y
CHECK '137 . !.!"
DEPOSIT ! . 18.65 ~
EQUITABLE LIFE/ACI4!JPlOl' (J.'r 'f~""I) 193.95 /'1'
Transfer from CO '8~"8614"1 S-#1G'I. 25.24t (
Transfer frem CD 'SOOO04867V ,..., ."j':'.l.tc:l,\25.24 t
INTEREST EARNED . ~49.97~
BALANCE /
11.176 77
11,676.71
1:.762.0S
1~402.80 /~c114lrr.\J,jPi~:~~~:~~
10.727.93
10.921.88
10,947.12
10,972.36 /'
11 , 022 . 33 V
CHEC~ SUMMART
* indicates skip in check nUlbers
DATE CHEC~ NO. AMOUNT DATE CHECK NO. AMOU.T DATE CHECK NO. AMOUNT
3/09/01 137 1.402.80 / ~~ -k _.~ ._
;tf ! ;j.; ,'- ;
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CustomEr S5rvicli Toil-FrEE 1-866-WAYPOINT (1-866-929-7646) . www.Wilypolntbank.com
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1...111. ..111.... ..II. .11...11..1.1.. .11. .11... ..111
IARIARA ARASI" .
JOSEPH F IALASCIO
JT TEN WROS
734 SHERWOOD DR
CARLISLE PA 17013-3536
Trade date
Transaction
Beglming balance
Check PlJrCha3e
12/24
, 'Uecember 24, 1998
,
l'Iage 1 ot 1
Vanguard Pennsylvania Tu-E:zempt
Money Market Fund
For prompt service when calling please provide your
Statement number: 0087904.53
(800) 284-7245 - Voyager Service
(800) 662-6273 - Tete-Account
Fund number: 63
Account number: 9909686474
ACCOUNT VALUE
On 12/24/1998
$ "5,000.00
00IIar lII'T1CXrt Share prICe
45,000.00 ./ 1.00
Shares transacted
~
Total shares owned j
I .000 I
45.000.000 I, 45,000.000 '
WE ARE Pl...EA$EO TO CONARM YOUR NEW VANGUARD ACCOUNT AND LOOK FORWARD TO SERVING YOU.
THANK YOU FOR YOUR RECENT PURCHASE OF NEW RJNO SHARES. PLEASE REMEMBER. A TEN-CALeNDAR-DAY
HOlD APPlIES TO ALL NEW SHARE PURCHASES MADE BY CHECK OR THROUGH VANGUARD RJND EXPRESS.
THESE PROCEEDS ARE NOT AVAILABLE FOR REDEMPTION UNTIL THAT PERIOD ENDS.
INVEST-BV-MAIL
Do not after this slip.
Use ~ to purchase additional shares in:
Vanguard Pennsylvania T ax- Exempt
Money Market Fund
Fund number: 63
AccOU'lt number: 9909686474
Make checks payable to: The Vanguard Group. 63
Ust each check separatet;'o
$
$
$
Total amount encloaed $
0063
30
0'1'0'1686474
BARBARA ARASIM &
JOSEPH F BALASCIO
JT TEN WAOS
734 SHERWOOD DR
CARUSLE PA 17013-3536
o Check box if changing your address;
note nElIN address on reverse.
VANGUARD VOYAGER SERVICE
PO BOX 7800
PHILADELPHIA PA 19101-9892
N2
2
1 ~ 1
3351 DLY Q1 3 X
024518
Iln~lllmlllll~~I~III~mllllllll~
J '
. .r I
,....,..,.-1,;
" ~......_....-
f -
AUGUST 13. 1997
TRANSACTION CONFIRMATION
~p.
ACCOUNT VALUE
.42,041.93
Vanguard
PENNSYLVANIA
TAX-FREE FUND
Insured Lons- Term
Portfolio
ACCOUNT SERVICE
CALL 1.800-662.2739
1...111111.1111111'1111.1.1.1..1
BARBARA ARASIM .
JOSEPH F BALASCIO
JT TEN WROS
123 W CHESTNUT ST
WILKES BARRE PA 18705
FUND NUMBER 77
ACCOUNT NUMBER 9909686474
STATEMENT NUMBER 8790453
I I
42.041.93 01.18
Trade Transaction
DolI.r
BEGINNING BALANCE
08/13 CHECK PURCHASE
I
I
3,760.459
.000
3.760.459
PAID THIS
CALENDAR
VEAR
Income
DiviClenCla
or
Tax bempt +
Income
Short-Term +
(bin.
Lonll- Term
Gains
TOTAL
DISTRIBUTIONS
WE ARE PLEASED TO CONFIRM YOUR NEW VANGUARD ACCOUNT AND LOOK FORWARD TO SERVING YOU.
INVEST-BY-MAIL
BARBARA ARAS!M &
JOSEPH F BALASCIO
JT TEN WRCS
123 W CHESTNUT ST
WI...KES BARRE PA 18705
vanguard
PENNSYLVANIA
TAX-FREE FUND
. -_.-
Insured Lons- Term
Portfolio
Fund No. 77
Account No. 9909686474
PLEASE 00 NOT ALTER THIS DEPOSIT SLIP
USE ONLY FOR PA INSURED LONG-TERM
Amount
n Check box. If changing YOl..:f aodress.
L..-....: ana note r'lew adaress on reverse Side.
THE VANGUARD GROUP
PO BOX 7800
PHILADELPHIA PA 19101-9892
L..IST EACH CHECK SEPARATELY
AND MAKE PAVABI..E' TO
THE VANGUARD GROUP. 77
Total Amount
257
1-1
NA
x
000585
0077
09909686474
30
! IlIlIi 11111 1111111111111111111111111 1111111111111111111111 Illlli!1! III i 1111 1111
IT R::iiira,
~uua UULU
La~ T
101 SOUTH GEORGE STREET
p,O BOX 15068 . YORK. PA 17405.-:068
STATEMENT OF ACCOUNTS
090-892985
STATEMENT PERIOD
FROM THROUGH
4-20-98 5-22-98 0
PAGE 1 OF 1
BARBARA ARASIM CJT/WROS)
JOSEPH F IALASCIO
734 SHERWOOD DR
CARLISLE PA 17013-3536
o ENCLOSURES
o
DCUS 50 CHECKING
PREVIOUS
TATEMENT BALANCE
.00
DEPOSITS/
CREDITS 4
506.65
CHECKS/
DEBITS
ACCOUNTs 090-892985
SERVICE
FEES
.00
ENDING
BALANCE .J
506.65y
o
.00
NTEREST PAID THIS YEAR
ACCOUNT/INTEREsr INFORMATION
.49 V
ATE
4-20
4-20
4-24
5-21
5-22
5-22
ACTIVITY DESCRIPTION
BEGINNING BALANCE
DEPOSIT
DEPOSIT
DEPOSIT
INTEREST CREDIT
ENDING BALANCE
REFERENCE
DEPOSITS/ CHECKS/
CREDITS DEBITS jALANCE
265. 56 ?~/ ~~ ,rtW{ ~ J. t~j;;r~rC, 265: g2~
10 . 00 V' / I. 1.. '-f~ ..,..,.. < 7, ''I\. r 275 . 56 ,.
230.60V'=..j 506.16-
.49 506.65 I
506.65 j
85012900010
85012600010
85012900010
lfit
ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM
ANNUAL PERCENTAGE YIELD EARNED
AVERAGE DAILY COLLECTED BALANCE
INTEREST EARNED
4-20-98 THROUGH
2.00"
273.29
.49
5-22-98 ***
ERVICE FEE BALANCE INFORMATION FROM 4-20-98 THROUGH 5-22-98
VERAGE LEDGER BALANCE 288.32 AVERAGE COLLECTED BALANCE
INIMUH LEDGER BALANCE 265.56 MINIMUM COLLECTED BALANCE
273.28
.00
************************************************************
* *
* Do you like things siMPle, unco.plicated and free? *
* Ask about Value Checking! *
* Call 849-2700 or 1-800-222-YFED *
* *
* *
************************************************************
NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION.
II
IT R:iieraI
,)uua UU.l.U
0."
101 SOUTH GEORGE STREET
po. BOX 15068 . YORK. PA 17405-7068
Vls'l us on the internet al wwwyorkfaa.com
STATEMENT OF ACCOUNTS
020-085674
STATEMENT PERIOD
FROM THROUGH
11-23-98 11-30-98 0
PAGE 1 OF 1
1...111...111......11..11...11..1.1...11..11....11..1..1.1..11
BARBARA ARASIM (JT/WROS)
JOSEPH F BALASCIO
734 SHERWOOD DR
CARLISLE PA 17013-3536
o ENCLOSURES
o
UARANTEED MONEY FUND
PREVIOUS QEPOSITS/ CHECKS/
TATEMENT BALANCE)CREDITS 2 DEBITS
.00 y 29,196.90
ACCOUNT: 020-085674
SERVICE
o FEES
.00 .00
ENDING
BALANCE
29,196.901
NTEREST PAID THIS YEAR
ACCOUNT/INTEREST INFORMATION
29.85
ATE
1-23
1-23
1-30
1-30
ACTIVITY DESCRIPTION
BEGINNING BALANCE
DEPOSIT
INTEREST CREDIT
ENDING BALANCE
REFERENCE
DEPOSITS/ CHECKS/
CREDITS DEBITS BALANCE
29,167. o(f!~~W.O~s:r~c cj>'j>) 29,167: gg ~I
29.85 . oLC~~ 29,196.90
29,196.90V
85013100010
.. ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM 11-23-98 THROUGH 11-30-98 ...
ANNUAL PERCENTAGE YIELD EARNED 4.78~
AVERAGE DAILY COLLECTED BALANCE 29,167.05
INTEREST EARNED 29.85
ERVICE FEE BALANCE INFORMATION FROM 11-23-98 THROUGH 11-30-98
~VERAGE LEDGER BALANCE 29,167.05 AVERAGE COLLECTED BALANCE
dNIMUM LEDGER BALANCE 29,167.05 MINIMUM COLLECTED BALANCE
29,167.05
29,167.05
**...*........**..*.*.*...***...*.*...*..*.*.*.*.**...*.***.
. Fall is here! So are falling interest rates! ·
* Ask about our *
* PriMe + 0 X Ho.e Equity Line of Credit. *
* Call TELELOAN ; 1-888-840-1158 ·
* or visit us on the web at www.yorkfed.eo. *
. .
******...~...*..**..............***.**...*.***.*.*..**..**..
NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION.
For, t~, It. j : .. -1 Hr' \' ~ ' "
f .
..
'.\ i .~..~. ."":...~...J,,. .--_ ,
~r'
-
1,"111".111",".11"11,"11111.1.. .11..1111'111111. .1.1. .11
BARBARA ARASIM .
MARIANNE LINNELL
JT TEN WRDS
734 SHERWOOD DR
CARLISLE PA 17013-3536
Tra~~t~__ Transaction
BegiMing balance
10/14 Check purchase
, October 14, 1999
Page 1 of 1
Vanguard Pennsylvania Tax- Exempt
Money Market Fund
For prompt service when calling please provide your
Statement number: 012663769
(800) 284-7245 - Voyager Service
(800) 662-6273 - Tele-Account
Fund number: 63
Account number: 9936779736
ACCOUNT VALUE
On 10/14/1999
$ 32,699.28 v .
Dolar amot.nt
S 32,699.28 /
Share price
Shares transacted Total shares owned
.000 Vi
32.699.280'/ 32,699.280 ,/
I
S 1.00 I
WE ARE PLEASED TO CONRRM YOUR NEW VANGUARD ACCOUNT AND LOOK FORWARD TO SERVING YOU.
YOU CAN REDEEM PURCHASED SHARES AT NN TIME. YOUR REDEMPTION REQUEST WILL BE PROCESSED
AT THE NEXT-D~INeo NET ASSET VALUE AFTER IT IS RECEIVED. HOWEVER. WE WILL NOT SEND
YOU THE REDEMPTION PROCEEDS UNTIL THE RJND COLlECTS PAYMENT FOR YOUR PURCHASE.
INVEST-BY-MAIL
00 not alter this slip.
Use only to plJchase additional shares in:
Vanguard Pennsl'Jvania Tax-Exempt
Money Market Fund
Fund nOOlber: 63
Account number: 9936779736
Make checks payable to: The Vanguard Group. 63
List each check separatetj.
Total amount enclosed
$
$
$
$
OOb3
O.,"Bb 77'73b
30
BARBARA ARASlM &
MARIANNE LINNELL
JT TEN WROS
734 SHERWOOD DR
CARLlSlEPA 17013.3536
o Check box if changing your address;
note neNtI address on reverse.
VANGUARD VOYAGER SERVICE
PO BOX 7800
PHILADELPHIA PA 19101-9892
NA
2 5 7
1 - 1
411 NEW N1 1 X
000458
I 1111 II IIIIIRII 1111 Imll II III ~IIIIRIIIIIIIIII RIIIIIIIIII
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DOCUMENTATION FOR SCHEDULE G
DATE FILED: 06/27/2001
Deceased: Barbara Arasim
Soc. Sec. No: 189-05-6517
Date of Death: March 30, 2001
Address:
734 Sherwood Drive
Carlisle, PA 17013-3536
Representative: Joseph F. Balascio, Nephew
Contact Phone: (717) 243-6314
ttdLd~Iha~~ ~
Ydtr.4-<-- p..at<-'
../ {~~
f""~+dtN+.5 ~JLr-L p~, 4- J
~/'{J'A- kt~ aT wA.Lj(Jo,nfl ~tI..,~'
~IWayRoint
BANK
LOOK FOR US. WE.LL GET YOU THERE.
TERESA F. KLINE
Branch Manager
Waypoint Bank
269 Penrose Place
Carlisle, PA 17013
717/249-7911
717/249-0155 fax
:>-J- 2-()d I
www.waypointbank.com
teresa.kJine@waypointbank.com
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JULY 21# 2000
BARBARA ARASIM ITF
MARY V FRISTIC
734 SHERWOOD DR
CARLISLE PA 17013-3536
NOTICE OF ACCOUNT CLOSING
DEAR VALUED CUSTOMER:
RECENTLY#YOU HAVE CLOSED THE TIME DEPOSIT ACCOUNT REFERENCED BELOW:
ACCOUNT NUMBER:
CLOSING IALANCE:
CLOSING DATE:
031003905633870
. 3,178.12
07/18/00
WE WOULD LIKE TO TAKE THIS OPPORTUNITY TO REMIND YOU THAT M . T BANK IS
COMMITTED TO PROVIDING YOU WITH A VARIETY OF FINANCIAL SERVICES TO MEET
YOUR INDIVIDUAL GOALS. PLEASE ACCEPT OUR INVITATION TO VISIT ANY M . T
OFFICE, OR CALL QUICKLINE AT (716)626-1144 OR (800) 724-3222 TO OITAIN
INFORMATION ON ANV OF THE FINANCIAL SERVICES AVAILABLE THROUGH M . T lANK.
WE WOULD ALSO LIKE TO LET YOU KNOW THAT M . T SECURITIES, INC.. INVESTMENT
EXECUTIVES ARE AVAILABLE AT ALL M . T BANK OFFICES. TO HELP YOU
DEVELOP AN INDIVIDUAL INVESTMENT PROGRAM, WHETHER YOUR GOALS ARE TAX
SAVINGS, HIGHER RETURNS, OR INVESTMENT GROWTH.
WE VALUE YOUR IUSINESS AND HOPE TO CONTINUE SERVING YOUR FINANCIAL NEEDS.
SINCERELY.
m~~
BUFFALO, N.Y, 14240
..... -....
OFFICIAL CHECK
No. 10072442
~
2313
DATE
REMITTER
PAY TO THE ORDER O~..............
7-1"'~
$'.111.11
M. ~ '1":. v\... . '>>'. f
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.......... '. .......: J,-":'. ~~ S ':w.J'":;.<~.:.l:'.:> ~ .:::~~~;..t~~.
CUSTOMER RECEIPT RETAIN FOR YOUR RECORDS
. COpy - NOT NEGOTIABLE
\
.
Command ===> STI1
~
Page 01 of 02 05/18/98
11:10:U
{ . ACCOUNT INFORMATION
Account 00000070114440 Ctl2 036 Ctl3 000 Ctl4 000 Ctll 01
Prod Type US 60 MONTB IUl:TAIL CD
BARBARA ARASDC IT!'
MARY V J"JUS'1'IC
123 W CBESTHCT S'1'
WILKBS BARRE PA 18705-1740
Memo Bal
Ledger Bal
Closing Bal
Coll Bal
Holds
Pledges
Cust Nbr
TIN
Short Name
Branch 001
AC'l'IVJ:
Dt Opened 07/16/85
Dt Last Dr 00/00/00
Dt Last Cr 00/00/00
Dt Last Mnt 11/07/97
----- MATURITY ------
Period N Incr 060
Annv Day 15 Dly Accr
Unrdm Accr 1 Accrd Int
Prin Dist 0 proj Accrd
Auto Renew 2 Redep Int
Nxt Mat Dt 07/15/2000 YTD Int
pr5-Redi~ PF12-Belp PF14-S/B Inq
189-05-6517
ARASDC BAJmAR
Officer 001
Last Dr
Last Cr
Drs Tdy
Crs Tdy
PDSOHAL
PF1-l'Wd
PF4-ltiat
o
o
BALANCES
2795.66
2795.66
2735.66
2795.66
0.00
0.00
DRS I CRS -----
0.00
13.29
0.00
0.00
INTEREST ----
0.000000
B.007UB
8.01
417.91
52.79
FRANKLIN FIRST FEDERAL SAVINGS
AND LOAN ASSOCIATION
WilKES-BARRE, PENNSYLVANfA
Nf!
40335
1. ACCOUNT SUMMARY SECTION
ACCOUNTHOLOEA(SI Barbara Arasim in trust for Mary Victoria
Fristic
OPENING 6AlANCE
MINIMUM BALANCE REO'JiREMENT
1,000.00
500.00
RENEWAL TERM
(SEe SECTiON 4:
FREQUENCY OF
COMPO~NOIN(;
5 years
quarterly
'TIlIS 'a'. IS 10 oe .aluSle<lal ",aurn, Silt Seclian 3 lor baSiS ot '3stment.
Earnings Distribution Datts Beginning July 1, 1985
lh"!lall.r, witn th.last distribution on lh. final malurlty date,
2 GENERAL SECTION This C.Mlfles that Ih. Accountholder hOlas a savings ac-
count willi tn. Opening Balanc. iITla 101 I", term 'lljlfrlng on tn. tnltlal Maturity
Oate shown hereon In the above nam.d financial Institution.
3 !AIlNINGS SECTION This account shall rec.ive earnings at tne Rate of Earnings
as above set forrn. prOVided the balanc. in th. accounl is not reduced beiow the
Minimum Balance Requiremenl, S~ch !larnings snail be computed with tne Fre-
qu.ncy of Compounding and shall be distributabl. as also above set fOMh Alter
the Date of Issuance. lhe Instltullon will adjust the rate of !lami"gs al maturity to
be the rate the Institution is ollering at that tlm. on new c.Miflcate accounts of the
same class If the account balance is reduced below the Minimum Balanc. Re.
qUlrem.nt. the Rate of Earnings on the remaining balanc. shalllhereall" be re-
duced to the rate lh.n paid on regular savings accounls (also see Section 5;
4. lIENEWAl SECTION This account snail be automatically renew.d for another
t.rm at a rat. of .arnings basea' on the method id.ntlfled in Section 3. al Ihe close
of ll~siness on lh. Initial Maturity Date Of on the malurity date 01 any Renewal
Term unless (1) It IS withdrawn wltll;n lhe 7-day grace period reterred 10 in Sec-
tion 5 Ilereof, or i2J alleasI15 aays (Il tne term of this account is more Ihan six
monlhs) or at leasl 10 days (if the lerm of this account IS SIX months or l.ssl be-
fore a meturity Oale lne Institution gives written not.ce 10 the AccounthOldlr that
this account will not be 'enewea al an earnings rate set to!'lh in Section J andlor
j .I~.'. j
i FSIJ.C J
", -.-..--"'/
",' SAV.221-Rev.11/83
NOIli.TRANSFERAalE
EXCEPT ON THE BOOKS
OF THE DEPOSITORY INSTITUTION
Account No.
Date of Issuance
70114440
July 15, 1985
INITIAL MATURI7Y DATE
,NIT'Al, 'EAM
7-15-90
5 years
BEGINNING RATE OF
EARNINGS PER ANNUM'
NO AllDlTIONII'ERIIITTED
9.50
%
and
lobnthly
for any other term(sl set forth In this c.rtllicale, In such laller IVenl. upon maturi-
ty Ill. account will eIther lle reneweCl at SUCh rate ~f earnings and lor 10r-slR:n
otner term(s) as set foMh in said wrillllf1 nOlice. or conv.rted to a r.gular savings
account and recllve earnings at tne rate then paid on regular savings accounts.
5. PENAlTY CLAUSE SECTION Exc.pt as otherwise provMled herltn. in thellllent
of any withdrawal ot prrnClpal from this account prior to a maturity dale. the Ac.
countholoer snall torfeit an amount equal to ~_ month(s) of interesl,
whether earned or not, on the amount witndrawn al the nominal (Simpl.) int.rest
rate betng paid on the account. regardl.ss of the I.ngtn of !Im. tne fUnGs
wllndrawn nave remained in the account
Th. penally prescribed herein will not be 'mposed for withdrawal of principal
fOllowing Ih. death or adjudication of incompelence of any AccounlhOlder
Any wllndrawa' WhiCh reducts Ihe account Oalance b,low Ihe Minimum Bala~ce
Rttl~irem.nt shall be considered as a withdrawal ot th. enttre account balance
ana shall be subject to the plnalty prtscrrbed h.rlin
If the account or any portion thereof IS wltharawn not more than 7 days aller a
maturity date. earnings shall b. PliO thereon al the Rate of Eami'Os allOve set
fOr!n to lhl date ot withdrawal withoul penalty.
To the 'xtenl n.clssary to comply with tnese requrremenls. aeductrons shall D'
made from tn. amount withdrawn or tile remainonO account balance
BY
,
r
,
r ,
DOCUMENTATION FOR SCHEDULE I
DATE FILED: 06/27/2001
Deceased: Barbara Arasim
Soc. Sec. No: 189-05-6517
Date of Death: March 30, 2001
Address:
734 Sherwood Drive
Carlisle, PA 17013-3536
Representative: Joseph F. Balascio, Nephew
Contact Phone: (717) 243-6314
'"
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4/24/01
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Jt Ten WROS
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_ ~~~";~~;::~QfH.:asO."~'"'~''' Acct.d{i\1.a~..
March 31, 2001
Vanguard Pennsylvania Tax- Exempt
Money Market Fund
(800) 345-1344 -
ext.7072
Fund number:
Account number:
Statement number:
Brian J. Beekley
Registered Representative
63
9909686474
658893749
Page 6 of 24
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BARBARA ARASIH OR
JOSEPH F BALASCIO
734 SHERWOOD DR
CARLISLE PA 17013.3536
STATEMENT DATE GUAR
4/30/01
5484
PAGE 1
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOSEPH F BALASCIO
734 SHERWOOD DR
CARLISLE PA 17013
. ,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-13-2001
ARASIM
03-30-2001
21 01-0605
CUMBERLAND
101
)~*
REY-1547 EX AFP liZ-DOl
BARBARA
Allount Rellitted
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=iS'4-j-E3f-AFP-n'2-:00Y-NOTfcE--OF-YtiHEiffTANCE-TAiC-A-PPRAYSEifENT~--A[rOWAi"-CE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ARASIM BARBARA FILE NO. 21 01-0605 ACN 101 DATE 08-13-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. AMount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. A_ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
121,243.02 X 15 = 18,186.45
(9)= 18,186.45
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
.00
120,570.97
12,665.82
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
7,127.79
4.865.98
(11)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYll8nt.
133,236.79
1] .993 17
121,243.02
.00
121,243.02
AX CREDITS:
I"AYMENT RECEII"T DISl;OUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-27-2001 AA496773 909.32 17 ,277 .13
TOTAL TAX CREDIT 18,186.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decadents dying on or before Dece.oer 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoy.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Co..onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (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.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by co~leting an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must Object 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
--election to have the matter deter.ined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assess.ent should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-150l) for an explanation of ad.inistratively correctable errors.
If any tax due is paid within three (3) calendar .onths after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
The 15% tax amnesty non-participation 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
penalty is appealable in the sa.e .anner and in the the sa.e time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day fro. the date of
death, to the date of pay.ent. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 2001 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7Z .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 "- .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER 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.ent. If pay.ent is .ade after the interest co.putation date shown on the
Notice, additional interest .ust be calculated.
- ----- ~.... - - - - - -.,.-n-.... - - - - - -........ - - - .-........ ---........ - - - - - - -.... - -- - ~-- - - --- - -- - - --
-~------- ------~~----~------
(1~ l ~o
:r IN p:J jO')T 60i (J (J 'tD IN ~n (j n; L T PI'}; fit-
10 J9 NfJ Th'\ j J N~ SrJ fY'Q 0 JVf..1cJ2- Jt'Q. +~
CGr,{LPN} pYA!?) ,D Sq~fJ i1 {~ {VOItV. 'Th/m 'vv'hY -:f/V'
SQ.,~ ~ '} N (f If>,
._______~______________~____'J h~lr~JL_~____________
.....,
't;;.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
No.AA 496773 REV-1162 EX (11-96)
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
BALASCIO JOSEPH F
101
.17,277.13
734 SHERWOOD DRIVE
CARLISLE, PA 17013
FOLD HERE
FOLD HERE --
ESTATE INFORMATION: I
FILE NUMBER
21-2001-0605 SSN 189-05-6517
NAME OF DECEDENT ALAST) (FIRST) (MI)
ARASIM EI RBARA
DATE OF PAYMENT
6/27/2001
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
3/30/2001
REMAR . F MOl ....
!.<S
"~'I
. "'...
."J.r
~..
..
TOTAL AM~UNT PAID . ~ ," Sl \' 277 . 13
:. - "~cr:!.:' AC
. " -.~ ~
RECEI~'P BY ~.. ~. (!;,:i# ...~. Au--'
MAftYC., ~f$ _.,,~u...~-~
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COMHONWEALTH OF PENNSYLVANIA
DEPARTtENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*'
J (P-;L-? q - II
fNFOi~ATION NOTICE
AND
TAXPAYER RESPONSE
ci'o/
REY-1S45 EX AFP ("-DOl
FILE NO. 21 01-0605
ACN 01134152
DATE 07-26-2001
\.,
EST. OF BARBARA ARASIM
S.S. NO. 189-05-6517
DATE OF DEATH 03-30-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
D CHECKING
D TRUST
IX] CERTIF.
DAVID MAGDA
680 LINCOLN ST
HAZLETON . PA 18201
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
WAYPOINT BANK has provided the Departunt with the infor_tion listed below which has been used in
calcUlating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this infar.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this faMl and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the C_nwealth
of !'........ylvenia. Questions .ey be answer..:! by calli"iI {717) ~87..8:::::-7_
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8000043488 Date 05-22-1998
Established
Account Bal~e
Percent TaX8ble
AlIOUI'It Subject to
Tax Rate
Potential Tax Due
x
35,369.16
50.000
17,684.58
.15
2,652.69
TAXPAYER RESPONSE
To insure proper credit to YOur account, two
(2) copies of this notice .ust acc~any your
pay.ent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax paYll8nts are .-Ie within three
(3) ~nths of the decedent's date of death,
you .ay deduct a 5X discount of the tax due.
Any inheritance tax due will becoll8 delinquent
nine (9) .onths after the date of death.
Tax
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[] The above infoMlation and tax due is correct.
1. You .ay choose to r..it pa~ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or YOU .ay check box "A" and return this notice to the Register of
Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue.
[] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
D The above infor_tion is incorrect and/or debts and deductions were paid by you.
You .ust cOllplete PART 0 and/or PART 0 below.
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. D.te Established
2. Account Balance
3. Percent Taxable
4. AIIIount Subject to Tax
5. Debts end Deductions
6. ....aunt Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line 5 of Tax CQBPUtationJ
perjury, I declare that the facts I
my knowledge and belief.
have reported above are true, correct
HOME (~?() ) CffifJ..., v'-lJ J
WORK ( )
TELEPHONE NUMBE
and
1(/ 's:&/
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with applicable interest based on infor.ation
sub.itted by the financial institution.
Z. Inheritance tax beco.es delinquent nine .onths after the decedent's date of death.
3. A joint account is taxable even though the decedent's na... was added as a .atter of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint na...s within one year prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wife .ore than one year prior to death are not taxable.
6. Accounts held by a decedent "in trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A - If the infor...tion and co~utation in the notice are correct and deductions are not being clai.ed, place an "X"
in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and sub.it the. with your check for the ..-aunt of
tax to the Register of Wills of the county indicated. The PA Depart.ent of Revenue will issue an official assess...nt
(For. REV-1548 EX) upon receipt of the return fro. the Register of Wills.
Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "xn in block "B" of Part 1 of the "Taxpayer Response" section. Sign one
COpy and return to the PA Depart.ent of Revenue, Bureau of Individual Taxes, Dept Z8060l, Harrisburg, PA 171Z8-0601 in the
envelope provided.
3. BLOCK C - If the notice infor.ation is incorrect and/or deductions are being clai.ed, check block "C" and co.plete Parts Z and 3
according to the instructions below. Sign two copies and su~it the. with your check for the ..-aunt of tax payable to the Register
of Wills of the county indicated. The PA Depart.ent of Revenue will issue an official assess...nt (For. REV-1548 EX) upon receipt
of the return fro. the Register of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the date the account originally was established or titled in the .anner existing at date of death.
For a decedent dying after lZ/lZ/8Z: Accounts which the decedent put in joint n...es within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the nu~er of accounts held.
If a double asterisk (MM) appears before your first n...e in the address portion of this notice, the $3,000 exclusion
already hes been deducted fro. the account balance as reported by the financial institution.
Z. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is deter.ined as follows:
A. The percent taxable for joint assets established .ore than one year prior to the decedent's death:
1 DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
JOINT OWNERS SURVIVING JOINT OWNERS
Ex..-ple: A joint asset registered in the na... of the decedent and two other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) = .167 X 100
l6.7X (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
Exa.ple: Joint account registered in the naae of the decedent and two other persons and established within one year of death by
the decedent.
1 DIVIDED BY Z (SURVIVORS) = .50 X 100 50X (TAXABLE FOR EACH SURVIVOR)
4. The ...ount subject to tax (line 4) is deter.ined by .ultiplying the account balance (line Z) by the percent taxable (line 3).
5. Enter the total of tha debts and deductions listed in Part 3.
6. The ...ount taxable (line 6) is deter.ined by subtracting the debts and deductions (line 5) fro. the ...ount subject to tax (line 4).
7. Enter the appropriate tax rate (line 7) as deter.ined below.
MThe tax rate l.posed on the net value of transfers froa a deceased Chlld. twenty-one years of age or younger at
death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is OX.
The lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendants, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings" are defined as individuals who have at least one parent in co.-on with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
Date of Death Spouse Lineal Sibling Collateral
07/01/94 to 12/31/94 3% 6% 15% 15%
01/01/95 to 06/30/00 0% 6% 15% 15%
07/01/00 to present 0% 4.5%lf 12% 15%
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are deter.ined as follows:
A. You legally are responsible for pay.ent, or the estate subject to ad.inistration by a personal representative is insufficient
to pay the deductible ite.s.
B. You actually paid the debts after death of the decedent and can furnish proof of pay.ent.
C. Debts being clai.ed .ust be it...ized fully in Part 3. If additional space is needed, use plain paper 8 l/Z" x 11". Proof of
pay.ent .ay be requested by the PA Departaent of Revenue.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REv-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DAVID MAGDA
680 LINCOLN STREET
HAZELTON, PA 18201
__nn__ fold
ESTATE INFORMATION: SSN: 189-05-6517
FILE NUMBER: 21-2001- 0605
DECEDENT NAME: ARASIM BARBARA
DATE OF PAYMENT: 10/10/2001
POSTMARK DATE: 00/00/0000 l'n roslMARK DATE
COUNTY: CUMBERLAND
DATE OF DEATH: 03/30/2001
NO. CD 000363
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
01134152 I $2,653.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: DAVID MAGDA
CHECK# 619
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$2,653.00
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STEWART E CHAMBERLAIN
833 CHARLOTTE WAY
ENOLA, PA 17025
-------- fold
ESTATE INFORMATION: SSN: 204-01-9383
FILE NUMBER: 21 - 2000- 0605
DECEDENT NAME: CHAMBERLAIN DORIS G
DATE OF PAYMENT: 11/01/2001
POSTMARK DATE: 10/19/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 07/17/2000
NO. CD 000465
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
00143398 I $27.58
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: STEWART E CHAMBERLAIN
CHECK# 1999
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$27.58
MARY C. LEWIS
REGISTER OF WILLS
/(,-02.39-11
\,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DEDUCTION5~ AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-1S48 EX AFP 111-021
'02 APR 19
DATE
f!$TATE OF
DATE OF DEATH
FILE NUMBER
CYiC,O.I,I,IlI,TY
I ISsU)1)C
ACN
04-22-2002
ARASIM
03-30-2001
21 01-0605
CUMBERLAND
189-05-6517
01134152
Allount Rellitted
BARBARA
DAVID MAGDA
680 LINCOLN ST
HAZLETON PA 18201
C,SI
CwntJL
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 ~
Rifv:i5~i-E)f-AFP--foi-:02)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 04-22-2002
ESTATE OF ARASIM
BARBARA
DATE OF DEATH 03-30-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0605
TAX RETURN WAS:
S.S/D.C. NO. 189-05-6517
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01134152
FINANCIAL INSTITUTION: WAYPOINT BANK
ACCOUNT NO.
8000043488
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE
05-22-1998
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
.00
0.500
.00
.00
.00
.15
.00
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."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-10-2001 CDOO0363 .00 2~653.00
TOTAL TAX CREDIT 2~653.00
BALANCE OF TAX DUE 2~653.00CR
INTEREST AND PEN. .00
TOTAL DUE 2~653.00CR
· IF PAID AFTER THIS DATE~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $l~ NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" ( CR)~ YOU "AY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS. )
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
To fulfill the requirements of Section Z140 of the Inheritance and Estata Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payeent to the Register of Wills printed on the
reverse side.
-- Make check or eoney order payable to: REGISTER OF WIllS, AGENT.
A refund Df a tax credit, which was not requested on the tax return, may be requested by cDepleting an "ApplicatiDn
fDr Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of
the Register of Wills, any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service
for forms ordering: l-800-36Z-Z050; services for taxpayers with special hearing and or speaking needs:
l-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraiseeent, allowance, or disallowance of deductiDns or assessment
of tax (including discount or interest) as shown Dn this Notice .ay object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Departeent of Revenue, BDard Df Appeals, Dept. Z8l0Zl, Harrisburg, PA l7lZ8-l0Zl, OR
--electing to have the matter determined at the audit of the account of the personal representative, OR
--appeal to the Orphans' Court
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered Dn this assesseent should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. Z8060l, Harrisburg, PA l7lZ8-060l
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident
Decedent" (REV-150l) for an explanation of adeinistratively correctable errors.
DISCOUNT:
PENALTY:
INTEREST:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%)
discount of the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nDt
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the saee time periDd as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day
frDm the date Df death, to the date Df payment. Taxes which becaee delinquent before January 1, 198Z
bear interest at the rate of six (6%) percent per annum calculated at a daily rate Df .000164.
All taxes which became delinquent on Dr after January 1, 198Z will bear interest at a rate which will vary from
calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable
interest rates for 198Z thrDugh ZOOZ are:
Year Interest Rate Daily Interest Factor Year Interest Rate DailY Interest Factor
198Z ZO% .000548 199Z 9% .000Z47
1983 16% .000438 1993-1994 7% .00019Z
1984 11% .000301 1995-1998 9% .000Z47
1985 13% .000356 1999 7% .00019Z
1986 10% .000Z74 ZOOO 8% .000Z19
1987 9% .000Z47 ZOOl 9% .000Z47
1988-1991 11% .000301 ZOOZ 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of tha assassment. If paymant is mada after the interest computatiDn date shDwn on the
Notice, additional interest must be calculated.
/6-02.g9-) /
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1607 EX AFP 101-021
DAVID
680 LINCOLN
HAZLETON
JlJl~ 21
l~i ""i
i ,_
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-20-2002
ARASIM
03-30-2001
21 01-0605
CUMBERLAND
01134152
BARBARA
MAGDIAZ
ST
l.' . PA
C\n,
Allount Rellitted
18201
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i6'ifj-E3f-AFP--C01--02Y------...--fNifiRITANCE-TAX--STAfEMENT-oF'-AcfcoUiff--.-..---------------- -- ---
ESTATE OF ARASIM BARBARA FILE NO. 21 01-0605 ACN 01134152 DATE 05-20-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-22-2002
P R I N C I PAL TAX DUE: n............................................_.............................n.n.n.n...........n.n............................................................n...................................n................
.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-10-2001 CDOO0363 .00 2.653.00
05-01-2002 REFUND .00 2.653.00-
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Depart.ent's 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Asses~ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57.) discount
of the tax paid is allowed.
PENALTY:
The 157. tax amnesty non-participation 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.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (I) day from the date of
death, to the date of payment. Taxes which became delinquent before January I, 1982 bear interest at the rate of
six (67.) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January I, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year
Interest Rate
Daily Interest Factor
Year
Interest Rate
Daily Interest Factor
1982 207. .000548 1992 97. .000247
1983 167. .000438 1993-1994 77- .000192
1984 117. .000301 1995-1998 97. .000247
1985 137. .000356 1999 77- .000192
1986 107. .000274 2000 87. .000219
1987 97. .000247 2001 97. .000247
1988-1991 117. .000301 2002 67. .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued aftar the tax becomes dalinquent will reflect an interest calculation to fifteen (IS) days
beyond the date of tha assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.