Loading...
HomeMy WebLinkAbout02-0085 /~~. /~ COMMONWEALTH OF PENNSYLVANIA · ~ DEPARTMENT OF REVENUE BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DZVTSXO# DEPT. 1806nl HARRISBURG, PA 17128-0601 HERBERT C THZEME JR 15 MANOR DR MECHANICSBURG NOTXCE OF XNBERXTANCE TAX APPRAXSEMENT, ALLONANCE OR DXSALLONANCE OF DEDUCTZONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS FXLE NUMBER COUNTY '02 J~ 18 P 3 :t4 SSN/DC ACN I DATE 01-21-2002 ESTATE OF THIEME DATE OF DEATH 09-22-2000 CUMBERLAND 180-01-q595 01106q67 Amoun~ RemZ~ed REV-15~i8 EX AFP (l~-Orl) HERBERT C HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (12-00) NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-21-2002 ESTATE OF THIEME HERBERT C DATE OF DEATH 09-22-2000 COUNTY CUHBERLAND FILE NO. S.S/D.C. NO. 180-01-~595 ACN 01106~67 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET ZNFORNATZON FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 018001~595-2 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-Zq-198q Account Balance Percent Taxable X 0.166 Amount Subject to Tax ~18.15 Debts and Deductions - .00 Taxable Amount q18.15 Tax Rate X .~5 Tax Due 18.82 TAX CREDZTS: 2,508.85 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. HAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, ASENT.' PAYMENT DATE RECEIPT NUMBER DXSCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 01-29-2002 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE N ZF PA/D AFTER TN/S DATE, SEE REVERSE FOR CALCULAT/ON OF ADD/T/ONAL ZNTEREST. N ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED. ZF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 18.82 .98 19.80 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, which wes not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices or by calling the special Zq-hour answering service for forms ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and or speaking needs: 1-800-447-30Z0 (TT only). Any party in lntarast not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZ1, Harrisburg, PA 171ZB-lOZ1, OR --electing to have the matter determined at the audit of the account of the personal representativa~ OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the dacedent's death, a five percent (aZ) discount of the tax paid is allowed. The 15Z 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 and of the tax amnesty period. This non-participation penalt~ is appealable in the same manner and in the the same tiaa 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) months and Dna (1) day from the data of daath~ to the date of payment. Taxes which became delinquent before January 1, 19BZ bear interest at the rate of slx (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 198Z will bear interest mt a rate which will vary from calendar year to calender year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Yeast Interest Rate Daily Interest Factor 1982 20Z .OOO54B 1992 92 .000247 198~ 162 .000438 1995-1994 7Z .OO019Z 1984 llZ .000301 1995-1998 9Z .000Z47 1985 XSZ .000356 1999 7Z .OO019Z 1986 10Z .000274 Z000 8Z .O00Z19 1987 9Z .000247 2001 9Z .000247 1988-1991 11Z .000301 ZOOZ 6Z .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. DEPT. HARRTSBURO, PA 171P'8-060]. HERBERT C THIEME JR 15 MANOR DR MECHANICSBURG COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRATSEHENT. ALLONANCE OR DTSALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF' TAX ON JO'rNTLY HELD OR TRUST ASSETS REV-IS48 EX AFP ¢12-00) Re¢i ;~!:~: ,/ii!s DATE O1-Z1-ZOOZ ESTATE OF THIEME HERBERT DATE OF DEATH 09-22-2000 '02 ,J/t~ 18 73:14 COUHTY SSN/DC 180 - 01 - 4595 ACN 01106468 ! HAKE CHECK PAYABLE AND REHIT PAYNENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 C CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS *'~ REV-1548 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-21-2002 ESTATE OF THIEME HERBERT C DATE OF DEATH 09-22-2000 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 180-01-4595 ACN 01106468 TAX RETURN NAS: IX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 0180014595-2 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST C ) TIHE CERTIFICATE DATE ESTABLISHED 10-24-1984 Account Balance 2,508.85 Percent Taxable X 0.166 Amount Subject to Tax 418.15 Debts and Deductions .00 Taxable Amount 418.15 Tax Rate X .45 Tax Due 18.82 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE NITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT." PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 01-29-2002 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEI REVERSE SZDE OF THIS FORH INTEREST AND PEN. TOTAL DUE ~ ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 18.82 .98 19.80 PURPOSE OF NOT[CE: PAYMENT: REFUND (CA): OBJECTZONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Sactlon 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side. -- Make check or money order payable to: REGISTER OF N[LLS, AGENT. 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 [nharltanca and Estate Tax" (RE¥-1315). Applications ara available at the Office of tho Register of Ntlls, any of the 23 Revenue District Offices or by calling the special [4-hour answering service for fores ordering: 1-800-36Z-2050~ services for taxpayers with special hearing and or speaking needs: 1-800-q47-30ZO (TT only). Any party in interest not satisfied mith the appraisement, allowance, or dtsalloeance of deductions or assessment of tax (including discount or interest) as shown on this Notice may 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 171Z8-102[, OR --electing to have tho matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviae Unit, DEPT. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-IS0[) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent discount of thm tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in tho the same time period as you would appeal the tax end interest that has been assessed as indicated on this notice. Interest is charged beginning mith first day of delinquency, or nine (9) months and one ([) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, [982 bear interest at the rate of six (6g) percent per annum calculated at a daily rate of .00016q. AIl taxes which became delinquent on or after January 1, 1982 will bear interest at e rate which will vary from calendar year to calendar year eith that rate announced by tho PA Department of Revenue. The applicable interest rates for 198Z through ZOO[ ars: Year [ntarast Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z 20Z .OOOS4B 199Z 9Z .000Z47 198S 16Z .000458 1993-1994 7Z .O0019Z 1984 XIZ .000301 1995-1995 9Z .000Z47 1985 132 .000356 1999 7Z .OOO19Z 1986 lO[ .O0027~ ZOO0 8Z .000219 1987 9Z .000247 ZOO1 9Z .O00Z~7 1988-1991 [IX .000301 2002 6X .000164 --Zntarast is calculated as follows: TNTBREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELTNQUENT X DAILY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must bm calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DIVISION DEPTo 280601 HARRISBURG, PA 17128-0601 HERBERT C THIEHE JR 15 HANOR DR HECHANICSBURG COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recorc~:?~_;: :.~; Of DATE 01-21-2002 Regi~..: ? y:/i!f:~ ESTATE OF THIEHE DATE OF DEATH 09-II-ZOO0 FILE NUHBER COUNTY '02 J,~N 18 P3 :! 4 SSN/DC ACN PA 171~]5 180-01-~595 01106~69 Amount Rmmi't~ed REW-15~8 EX AFl) C12-00) HERBERT C HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-21-2002 ESTATE OF THIEHE HERBERT C DATE OF DEATH 09-22-2000 COUNTY CUHBERLAND FILE NO. S.S/D.C. NO. 180-01-4595 ACN 01106469 TAX RETURN WAS: eX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORNATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 0180014595-1 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TINE CERTIFICATE DATE ESTABLISHED 10-24-1984 Account Balance Percent Taxable X 0.166 Amount Subject to Tax 896.54 Debts and Deductions - .00 Taxable Amount 896.54 Tax Rate X .45 Tax Due 40.34 TAX CRED'rTS: 5,379.13 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: ffREGISTER OF WILLS, AGENT.ff PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID INTEREST IS CHARGED THROUGH 01-29-2002 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE[ I REVERSE SIDE OF THIS FORH INTEREST AND PEN. TOTAL DUE ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REK)UZRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) .00 40.$4 2.10 42.44 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To ~ulfiI1 the requireeents of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). Omtach the top portion cf this Notice and subeit with your payment to the Rag[star of #ills printed on the reverse side. -- Make check or coney order payable to: REGISTER OF HILLS, AGENT. 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" (RE¥-1515). Applications era available at the Office of the Register of Nills, any of the 23 Revenue District Offices or by calling the special Z4-hour answering service for fores ordering: 1-800-36Z-20S0; services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraismeent, allowance, or dismllowance of deductions or assessment of tax (including discount or interest) as sheen on this Notice cay object mithin 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 carter detmreined at the audit of the account cf the personal representative, OR --appmal to the Orphans' Court Factual errors discovered on this assessment 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 thm booklet "Instructions for Inheritance Tax Return for a Resident Decadent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decedent's death, a five percent discount of the tax paid is alloaed. The 15X tax amnesty non-participation penalty is coeputed on the total of the tax end interest assessed, and not paid before January lB, 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 same time per[od as you mould appeal the tax and interest that has bean assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (i) day free the date of death, to the date of payeent. Taxes ahich bmcaee delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .OO016q. All taxes ahich becaee delinquent on or after January 1, 1982 et11 bear interest at a rate ahich will vary from calendar year to calendar year Nith 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 Dail~ Interest Factor 19BZ 2OX .OO05q8 1992 9X .0002q7 1993-1994 72 .000192 1983 162 .000438 1984 112 .O0030X 1995-1998 92 .O00Zq7 1985 132 .000356 1999 72 .000192 1986 102 .000274 ZOO0 8Z .000219 1987 92 .000247 2001 9Z .000247 1988-1991 11Z .000301 2002 62 .000164 --Interest is calculated as folloas: TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DATLy TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (IS) days beyond the data of the assesseent. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 000857 THIEME HERBERT C JR 15 MANOR DRIVE MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 180-01-4595 FILE NUMBER: 2102-0085 DECEDENT NAME: THIEME HERBERT C DATE OF PAYMENT: 02/13/2002 POSTMARK DATE: 02/1 2/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/22/2000 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01106468 $9.90 01106467 $9.90 REMARKS: HERBERT C THIEME JR TOTAL AMOUNT PAID: $19.80 SEAL CHECK#0142 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-060'1 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 000858 THIEME HERBERT C JR 15 MANOR DRIVE MECHANICSBURG, PA 17O55 ........ fold ESTATE INFORMATION: SSN: 180-01-4595 FILE NUMBER: 2102- 0085 DECEDENT NAME: THIEME HERBERT C DATE OF PAYMENT: 02/1 3/2002 POSTMARK DATE: 02/1 2/2002 COUNTY: CUM BERLAN D DATE OF DEATH: 09/22/2000 ACN ASSESSMENT CONTROL NUMBER AMOUNT 011 06469 $42.44 REMARKS: HERBERT C THIEME JR TOTAL AMOUNT PAID: $42.44 SEAL CHECK//1 43 INITIALS: CW RECEIVED BY' MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES 'rNHER'rTANCE TAX D'rvTsZON DEPT. 280601 HARRTSBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT '02 APR 1 HERBERT C THIEME JR 15 HANOR DR MECHANTCSBURG PA~.,~ ,Z~/.O 5 5 DATE 05-18-2002 ESTATE OF THIEME DATE OF DEATH 09-22-2000 FILE NUMBER 21 02-0085 COUNTY CUMBERLAND ACM 01106467 Amoun~ Rem/t:'l:ed REV-i~;n7 EX RFP HERBERT C HAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF MILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To Ansure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wL~h your ~mx payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~.~ REV-1607 EX AFP [01-02) .N# 'rNHERZTANCE TAX STATEMENT OF ACCOUNT N.. ESTATE OF THIEME HERBERT C FILE NO. 21 02-0085 ACN 01106467 DATE 03-18-2002 THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAHED ESTATE. SHONN BELO# TS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................ PAYMENTS (TAX CREDITS): 18.82 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-12-2002 CD000857 .00 9.90 INTEREST IS CHARGED THROUGH 04-02-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.~ TOTAL TAX CREDIT ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 9.90 BALANCE OF TAX DUE 8.92 INTEREST AND PEN. 1.10 TOTAL DUE 10.02 PAYHENT: Detach the top portion of this Notice and submit with your payment sade payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONNON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ~hich aDS not requested on the Tax Return, may be requested by coapZeting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-1313). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-36Z-Z050~ services for taxpayers eith special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). REPLY TO: guastions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid ~ithin three (3) calendar months after the dacedent's death, a five percent (SI) discount of the tax paid is alZoaad. PENALTY: The 15Z tax amnesty non-participation penalty is computed an 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 eith first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date of payment. Taxes Nhich became delinquent before January 1, 1982 bear interest at the rate of six (BI) percent per annum calculated at e daily rate of .000164. A11 taxes which became delinquent on and after January l, 198Z ail1 bear interest at a rate which ~i11 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z ZOZ .0005~8 199Z 9Z .0002~7 1983 IBZ .000¢38 1993-199¢ 7Z .000192 198¢ 11Z .000301 1995-1998 9Z .000Z¢7 1985 13Z .000356 1999 7Z .O0019Z 1986 lOX .OOOZ7~ ZOOO 8Z .000Z19 1987 9Z .0002~7 ZOOX 9Z .OOOZ~7 1988-1991 llZ .000301 ZOOZ 6Z .00016~ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent aill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Xf payment is made after the interest computation date sho~n on the Notice, additional interest must ba calculated. BUREAU OF TNDTVTDUAL TAXES [NHERTTAHCE TAX DTV[STON DEPT. 280601 HARRISBURG, PA 17128-0601 HERBERT C THIEME JR 15 MANOR DR MECHANICSBURG PA 17055 CONHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT D'ATE ESTATE OF DATE OF DEATH FILE NUHBER '02 APR-I ?~i~C~U~TY ACM 05-18-2002 THIEME HERBERT C 09-ZZ-ZO00 21 02-0085 CUMBERLAND 01106468 Amoun~ Rem/~md HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To Lnsure proper credi~ ~o your account, submA~ ~he upper pore/on of ~hLs for. wi~h your ~ex payment. CUT ALONG TH*rS L*rNE ~* RETA*rN LONER PORT*rON FOR YOUR RECORDS REV-1607 EX AFP (01-OE} ##~ *rNHER*rTANCE TAX STATEMENT OF ACCOUNT ESTATE OF THIEME HERBERT C F*rLE NO. 21 02-0085 ACN 01106468 DATE 05-18-2002 THTS STATEMENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHONN BELON IS A SUHNARY OF THE PRTNC'rpAL TAX DUE, APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED TNTEREST FT~URE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 PRINCIPAL TAX DUE: ......................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 18.82 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-12-2002 CD000857 .00 9.90 INTEREST IS CHARGED THROUGH 04-02-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE S/DE OF THIS FORH.~ TOTAL TAX CRED*rT ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULAT/ON OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1~ NO PAYMENT IS REQUIRED. ~F TOTAL DUE ZS REFLECTED AS A 'CRED/T' {CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TH/S FORM FOR INSTRUCT/ONS. ) BALANCE OF TAX DUE INTEREST AND PEN. 1.10 TOTAL DUE 10.02 9.90 8.92 PAYNENT: 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 DEC~DENT make check or money order payable to: REG/STER OF N/LLS, AGENT. -- Xf NON-RES[BENT DECEDENT make check or money order payebla to: CONNONNEALTH OF PENNSYLVANZA. REFUND (CR}: A refund of a tax credit, mhich was not requested on tha Tax Return, may be requested by co~plating an "Application ~or Refund of Pannsylvania Inharitanca and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or from tho Department's 2q-hour ansaering service far forms ordering: 1-800-36Z-[OS0; services for taxpayers with special hearing and / or speaking needs: 1-800-447-$020 (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 Assessment Revise Unit, Dept. Z80601, Harrisburg, PA 171ZD-0601, phone (717) 787-6505. DISCOUNT: [f any tax due is paid aithin three (5) calendar months after the dacedant's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on tho 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 deZinquancy, or nine (9) months and one (1) day from the date of death, to tho date of payment. Taxes which became dalinquant before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. AIL taxes which became delinquent on and after January 1, 198Z will bear interast at a rate which will vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. Tha applicable interest rates for 1952 through ZOO2 ara: Year Interest Rate DaiZy Interest Factor Year Interest Rate Daily Interest Factor 1982 20Z .000548 199Z 9Z .000247 1985 16Z .000438 1993-1994 7X .O00lgZ 1984 llX .000301 1995-1998 9Z .O00Z47 1985 132 .000356 1999 7Z .000192 1986 IOZ .000274 ZOO0 82 .000Z19 1987 9Z .0002~? ZOO1 9Z .000Z47 1988-1991 112 .000301 ZOOZ 62 .00016~ --Xntarest is calculated as follows: /NTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELXNQUENT X DA/LY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond fha date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. DUREAU OF TNDTV'rDUAL TAXES INHERITANCE TAX DIVTSION DEPT. 280601 HARRISBURG, PA 17128-0601 COMNONNEALTH OF PENNSYLVANTA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-l/07 EX AFP (01-02) HERBERT C THZENE j~)2 AP~ -1 15 MANOR DR MECHAN~CSBURG P~7055:~: DATE 03-18-2002 ESTATE OF THIEME DATE OF DEATH 09-22-2000 FZLE NUMBER 21 02-0085 COUNTY CUMBERLAND ACN 01106469 Amoun~ Rem/'~:ed HERBERT C MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his fore wi~h your ~ex payment. CUT ALONG THZS L'rNE ~ RETA'rN LONER PORTZON FOR YOUR RECORDS *~ REV-1607 EX AFP (01-02) #J(# 'rNHERZTANCE TAX STATEMENT OF ACCOUNT ~(J~J( ESTATE OF THTEHE HERBERT C FTLE NO. 21 02-0085 ACN 01106469 DATE 05-18-2002 TH'rS STATEMENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHONN BELON TS A SUMMARY OF THE PRZNCZPAL TAX DUE, APPL/CATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPL*rCABLE, A PROJECTED ZNTEREST F'rGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 40.$4 PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AMOUNT PAID 02-12-2002 CD000858 2.10- 42.44 ZF PAZD AFTER THZS DATE, SEE REVERSE S~DE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' TOTAL TAX CREDZT 40.34 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .10 TOTAL DUE .10 YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR ZNSTRUCTTONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLSj AGENT. -- If NUN-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND OCR): A refund of a tax credit, ehich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSIS). Applications ara available at the Office of the Register of #ills, any of the Z$ Revenue District Offices or from the Department's lq-hour answering service for fores ordering: 1-800-361-1050; services for taxpayers with special hearing and / or speaking needs: Z-800-&q7-30ZO (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 Assessment Review Unit, Dept. 180601, Harrisburg, PA 171Z8-0601) phone (717) 787-6505. DISCOUNT: If any tax duo is paid aithin three (3) calendar aanths attar the decadent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the totml 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 Dna fl) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at tho rate of six (613 percent per annum calculated at a daily rate of .O00lSq. All taxes which became delinquent on and after January l, 198Z will bear interest at a rate ahich mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tho applicable interest rates for 1981 through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate m Daily Interest Factor 1982 201 .O00Sq8 1992 92 .000267 1985 162 .000438 1993-1994 72 .000192 1984 11Z .000301 1995-1998 91 .000Z47 1965 15X .000356 1999 7X .00019Z 1986 lOX .O00ZTq ZOO0 8Z .000219 1987 9Z .0002~7 2001 9Z .0002~? 1988-1991 11Z .OOO~Ol ZOOZ 6Z .00016~ --Interest is calculated as follows: /NTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTKREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. BUREAU OF TNDIVTDUAL TAXES INHERITANCE TAX DTYTSTON DEPT. 280601 HARRISBURg,, PA 171Z8-060! CONNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEt4ENT OF ACCOUNT '02 t PR HERBERT C THIEHE JR 15 NANOR DR HECHANICSBURG PA 17055 DATE ;ESTATE OF DATE OF DEATH FILE NUMBER ?!2 gNTY ACN RE¥-lGn? EX AFP (01-0;") O~-15-ZOOZ THIEHE HERBERT C 09-II-ZOO0 21 02-0085 CUHBERLAND 01106q67 Amoun~ Remi~ed I I HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF MILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portion of ~his fore wi~h your ~ax peyeen~. CUT ALONG THIS LZNE ~'~ RETAIN LONER PORTION FOR YOUR RECORDS *-~ REV-1607 EX AFP (01-OZ) ### INHERZTANCE TAX STATEMENT OF ACCOUNT .~ ESTATE OF THIEME HERBERT C FILE NO. Z1 02-0085 ACN 01106q67 DATE 0~-15-2002 THIS STATEMENT IS PROVIDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAMED ESTATE. SHO#N BELO# 1S 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: 01-1~-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT DATE OZ-1Z-2002 18.82 RECEIPT NUMBER CD000857 DISCOUNT (+) INTEREST/PEN PAID (-) .98- AMOUNT PAID 19.80 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATZON OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REgUIRED. IF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 18.82 BALANCE OF TAX DUE .00 INTEREST AND PEN. .05 TOTAL DUE .05 YOU MAY DE DUE A REFUND. SEE REVERSE SZDE OF THIS FORM FOR ZNSTRUCTZONS. ) PAYNENT: Detach the top portion of this Notice and submit with your payment mede payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMON#EALTH OF PENNSYLVANIA. REFUND (CR]: A refund of a tax credit, mhich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices or free the Department's Z4-hour answering service for forms ordering: 1-800-362-20S0; services for taxpayers with special hearing and / or speaking needs: 1-800-4q7-3020 (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 Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (7173 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (52) discount of the tax paid is allowed. PENALTY: The 152 tax amnesty non-participation penalty is computed on the total of the tax end 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 (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest et 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 Rata Daily Interest Factor 1982 202 .000548 1992 92 .000247 1983 162 .000q38 1993-1994 72 .000192 1984 112 .000301 1995-1998 9X .000247 1985 13~ .0003S6 1999 72 .O00XDZ 1986 X0~ .O00ZTq 2000 82 .000219 1987 92 .O00Zq7 ZOOZ 92 .O00Zq7 1988-1991 112 .000301 ZOOZ 62 .O00lSq --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DA/LY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZNDTVZDUAL TAXES TNHERTTANCE TAX D'rVISTON DEPT. 280601 HARRZSBURE, PA 17128-06al COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF: ACCOUNT 'O2 APR 19 HERBERT C THTEME JR 15 MANOR DR MECHANTCSBUR$ PA RE¥-1~07 EX AFP gO1-02) DATE 0q-15-2002 ~ ESTATE OF THIEME HERBERT DATE OF DEATH 09-22-2000 FZLE NUMIIER 21 02-0085 , f,/ :~(IUNTY CUMBERLAND ACH 01106q68 Amoun~ Remi~ed MAKE CHECK PAYABLE AND REM'rT PAYMENT TO: C REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~Lon of ~hLs fore wi~h your ~ex peyeen~. CUT ALONG THZS LZNE I~* RETAZN LONER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-02) ~## ZNHERZTANCE TAX STATEMENT OF ACCOUNT ESTATE OF THIEME HERBERT C FZLE N0.21 02-0085 ACH 01106q68 DATE 0q-15-2002 THZS STATEMENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACH ZN THE NAMED ESTATE. SHO#N BELOW ZS A SUMMARY OF THE PRZNC~PAL TAX DUE~ APPLZCAT~ON OF ALL PAYMENTS, THE CURRENT BALANCE~ AND, IF APPLZCABLE, A PROdECTED INTEREST FZGURE. DATE OF LAST ASSESSMENT OR RECORD ADdUSTMENT: 0~-11-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): .00 PAYMENT RECEIPT DISCOUNT ¢+) DATE NUMBER INTEREST/PEN PA~D ¢-) AMOUNT PAID ZF PAZD AFTER THZS DATE, SEE REVERSE S/DE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ~S RE~LI[RED. ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CA), TOTAL TAX CREDZT .00 SALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- ]f RESIDENT DECEDENT make check or money order payable to: REGISTER OF ~/ILLS, AGENT. -- if NON-RES]DENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was nat requested on the Tax Return, may be requested by completing an "AppZicetion for Refund of PennsyZvanie Inheritance and Estate Tax" (REV-1313). Applications ara available et the Office of the Register of Wills, any of the Z$ Revenue District Offices or from the Department's ]4-hour answering service for forms ordering: 1-800-56Z-lOS0; services for taxpayers with special hearing and / or speaking needs: 1-800-447-50Z0 (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 Assessment Review Unit, Dept. 280601, Harrisburg, PA ]71ZS-O6g], phone (717) 787-6505. DZSCOUNT: ]f any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The ]Sg tax amnesty non-participation penalty is computed on the tote! of the tax and interest assessed, and not paid before January ]8, [996, 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 (]) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate cf six (6Z) percent par 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 Department of Revenue. Tho applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily interest Factor m 1982 ZOZ .000548 199Z 9Z .000247 1983 16X .000q58 1993-1994 7X .000192 1984 Z1Z .O00~Ol 1995-1998 9Z .000247 1985 15Z .000556 1999 7Z .O0019Z 1986 1DZ .000Z74 ZOO0 82 .000Z19 1987 9Z .000247 ZOO1 9Z .000247 1988-1991 llZ ,OO05Ol ZOOZ 6Z .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond tho date of the assessment. If payment is mede after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17118-0601 VICKY A TRIMMER $q01 N FRONT ST HBG COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT) ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-16¢i7 EX AFP DATE ESTATE OF DATE OF DEATH F'rLE NUHBER '02 tiPR ]p !':~? :] t~OUNTY .... ACN PA 1711j)~=~)950 Oq-15-ZOOZ BONERS 06-16-200! 11 02-0250 CUMBERLAND 101 JAHES G Amount Ree'i ttad HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LZNE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-Z547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF BONERS JAHES GFZLE NO. 21 02-0250 ACN 101 DATE OR-15-ZOOZ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST ' SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 2. Stocks and Bonds (Schedule B) (2) 689.6~ :5. Closely Held Stock/Partnership Interest (Schedule C) ($). . O0 q. Nortgages/Notes RaceAvable (Schedule D) (~,} . O0 5. Cash/Bank DeposAts/NAsc. Personal Property (Schedule E) (5) 1 / 000. O0 6. JoAntly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTTONS AND EXEHPTIONS: 9. Funeral Expenses/Adm. Costs/MAsc. Expanses (Schedule H) (9) 10. Debts/Hortgage LlabAIAtAes/LAens (Schedule Z) (10) 1;850.~0 11. Total Deduct/OhS (11) 12. Net Value of Tax Return (12) NOTE: To insure proper cradAt to your account, submAt the upper portAon of thAs form w/th your tax payment. fi$/lqO.81 (s) qq,850.q5 12,855.55 l~.&&5.q~ 50,16q.50 15. lq. NOTE: Char/table/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) Net Value of Estate Sub~act to Tax (lq) Zf an assesseent was issued previousZy, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. .00 50,16q.50 18 and 19 #ill (15) 50,16q.50 X O0 = .00 (16) .00 x Oq5= .00 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= . O0 ASSESSHENT OF TAX: 15. Amount of L/ne lq at Spousal rata 16. Amount of L/ne lq taxable at LAnaal/Class A rata 17. Amount of L/ne lq at Sibl/ng rata 18. Amount of LAne lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DZSCOUNT (+J DATE NUMBER INTEREST/PEN PAID (-) ANOUNT PAZD TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 ( XF TOTAL DUE ZS LESS THAN $1) NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR ZNSTRUCTZONS.) RESERVATION= Estates of decedents dying on or before December IZ, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate far life or for years, the Commonamalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNZN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlfiO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGZSTER OF #ZLLS, AGENT A refund of a tax credit, ahlch was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-362-2050; services for taxpayers aith special hearing and / or speaking needs: 1-800-447-5020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171ze-ioZI, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should bm addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. lB0601, Harrisburg, PA 17liB-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent°s death, a five percent (SZ) discount of the tax paid is allowed. The lSZ 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 same manner and in the the same time period as you ~ould 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 from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 1982 mill bear interest at a rate which mill 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 ara: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20Z .D00548 1992 92 .000247 1985 16Z .000438 1993-1994 72 .000192 1984 11Z .000501 1995-1998 92 .000247 1985 ISZ .000556 1999 7Z .00019Z 1986 IOZ .000274 2000 BZ .000219 1987 9Z .000247 2001 9Z .000Z47 1988-1991 112 .000501 2002 62 .000164 --Xntmrest is calculated as follo~s: TNTEREST = BALANCE OF TAX UNPA1'D X NUNBER OF DAYS DELZN~IUENT X DAXLY 'rNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be caXculatad.