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Home My WebLink About04-0701COMMONWEALTH 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) OO41 9 7 GOTTSHALL AUDREY L 827 W NORTH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 183-09-6975 FILE NUMBER: 2104-0701 DECEDENT NAME: MCLAUGHLIN VESTA P DATE OF PAYMENT: 07/27/2004 POSTMARK DATE: 07/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/30/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04129121 $12,829.24 REMARKS: GOTTSHALLAUDREYL CHECK# 239032305 SEAL TOTAL AMOUNT PAID: $12,829.24 INITIALS: SK RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-548 EX (8-971 INHERITANCE TAX JOINT BANK ACCOUNT ADVANCE PAYMENT WORKSHEET COUNTY FILE NUMBER - 7oi INHERITANCE TAX RECEIPT NUMBER DECEDENT INFORMATION FINANCIAL INSTITUTION INFORMATION ACCOUNT DECEDENTS NAME (LAST) EDENT'S SOCIAL SECURITY NUMBER ADDRESS OF DECEDENT NAME OF FINANCIAL INSTITUTION :FIRST) DATE OF DEATH CITY t STATE (MIDDLE INITIAL) ZIP ADDRESS~ / CITY STATE TELEPHONE NUMBER / ZIP TYPE OF ACCOUNT [] SAVINGS [] CHECKING [] TRUST /~ CERTIFICATE OF DEPOSIT [] OTHER BALANCE (INCLUDE INTEREST TO DATE OF DEATHI t ACCOUNT NUMBER ACCOUNT i I{. 7/~oo~!1I ORIGINAL DATE ESTABLISHED INFORMATION SURVIVING JOINT OWNER INFORMATION ACCOUNT T~LE AS ~PPEARS ON SIGNATURE CARD OR CD NAME (Last) IF*fsi) (Middle Initial) ADDRESS CITY STATE Z~P CODE RELATIONSHIP TO DECEDENT TELEPHONE NUMBER NAME (Last) (Firstt (Middte Initial) SURVIVING JOINT OWNER ADDRESS C,TY STA*E Z'P CO~j ~ INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER ( ) C NAME (Last) IF~rst~ (Middle ~{!iiJ) O SURVI~/ING ~! :i!ii. -:...:, JOINT OWNER STATE ZiP CODE INFORMATION ADDRESS CITY RELATIONSHIP TO DECEDENT TELEPHONE NUMBER ) PERCENT TAXABLE TAX RATE PERCENT TAXABLE p E RI~NT TAXABLE TAX RATE Date Paid Payee Description Amount Paid I Note: Please attach to receipt § W ~.~L '-'-"---~ Total $ 3~G"/~,~ 7 REV-548 EX (8-97: INHERITANCE TAX JOINT BANK ACCOUNT ADVANCE PAYMENT WORKSHEET COUNTY FILE NUMBER -~ I -o¥- ?~I INHERITANCE TAX RECEIPT NUMBER C.D g/~7 DECEDENT INFORMATION FINANCIAL INSTITUTION INFORMATION ACCOUNT INFORMATION SURVIVING JOINT OWNER INFORMATION SURVIVING JOINT OWNER INFORMATION DECEDENTS NAME ILAST) ~FIRST) DECEDENT'S SOCIAL SECURITY NUMBER ADDRESS OF DECEDENT DATE OF DEATH /~ ~',~,' L.. CITY NAME OF FINANCIAL INSTITUTION , 5/TATE ZIP A~DREss/ CITY STATE ZIP [] CERTIFICATE OF DEPOSIT ~ OTHER TELEPHONE NUMBER ( [] TRUST TYPE OF ACCOUNT [] SAVINGS [] CHECKING IACCOUNT NUMBER tMIDDLE INITIAL) ORIGINAL DATE ESTABLISHED ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATHI '~ 27 /7, ~o ZIP CODE PERCENT TAXABLE TAX RATE PERCENT~XABLE PERCENT TAXABLE ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD V¢ ~/~ ?, t...~e NAME (Last) (F~rsl) ADDRESS CITY STATE / RELATIONSHIP TO DI:~CEDENT NAME (Last) ADDRESS TELEPHONE NUMBER ( '7/? ) ~-~-- 7~-~' (Firsl) (Middle Initial) CITY STATE RELATIONSHIP TO DECEDENT TELEPHONE NUMBER ~"~ NAME (Last) (F~rsll Middle 7n t ~t.~ ~ ~,.~ ~;~ -.-, SURVi~/ING ADDRESS ~ JOINT OWNER CiTY STATE Z~P CODE INFORMATION zip COIL~ RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE ( Date Paid Payee Description Amount Paid ' I Note: Please attach to receipt Total REV-548 EX (8.g7~ INHERITANCE TAX JOINT BANK ACCOUNT ADVAHCE PAYMENT WORKSHEET COUNTY FILE NUMBER & / ~o q- 7Ol INHERITANCE TAX RECEIPT NUMBER DECEDENT INFORMATION FINANCIAL INSTITUTION INFORMATION ACCOUNT INFORMATION SURVIVING JOINT OWNER INFORMATION SURVI~/ING JOINT OWNER INFORMATION DECEDENTS NAME (LAST) DECEDENT'S SOCIAL SECURITY dUMBER ADDRESS OF DECEDENT NAME OF FINANCIAL INSTITUTION ~b~ /~ ADDRESS TELEPHONE NUMBER :FIRST) (MIDDLE INITIAL) DATE OF DEATH CITY I STATE ZIP ('.~t.c, 5 ce.. f-~, /7~/3 ! TYPE OF ACCOUNT [] SAVINGS [] CHECKING [] TRUST CITY STATE ZIP / CERTIFICATE OF DEPOSIT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) NAME (Last) / ~ {Firsl} [] OTHER STATE ACCOUNT NUMBER ORIGINAL DATE ESTABLISHED (Middle Initial) ZIP CODE TELEPHONE NUMBER ( 7~7 ) ~yq.-7o-.tj' (First~ (Middle Initial) CITY RELATIONSHIP TO O'ECEDENT A"'l'e C e NAME (Last) SURVIVING ADDRESS JOINT OWNER INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER ( ) NAME (Last) i F,r Sl, tMiddle Initial,) ADDRESS CITY STATE ZIP CODE TELEPHONE NUMBER ) PERCENT TAXABLE TAX RATE 15ERCENT TAXABLE TAX RATE RELATIONSHIP TO DECEDENT Date Paid Payee Description Amount Paid Note: Please attach to receipt b v ~JL. ~'~ Total REV-548 EX (8-971 INHERITANCE TAX JOINT BANK ACCOUNT ADVAHCE PAYMENT WORKSHEET COUNTY FILE NUMBER 2 i '--O¢- INHERITANCE TAX RECEIPT NUMBER CD'c/q? DECEDENT INFORMATION FINANCIAL INSTITUTION INFORMATION DECEDENT S NAME (LAST) DECEDENT'S SOCIAL SECURITY ~UMBER NAME OF FINANCIAL INSTITUTION ADDRESS TELEPHONE NUMBER TYPE OF ACCOUNT ~FIRST) (MIDDLE INITIAL) J DATE OF DEATH CITY I S/TAT E ZIP CITY STATE ZiP ~ SAVINGS r'] CHECKING [] TRUST [] CERTIFICATE OF DEPOSIT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATHI [] OTHER ACCOUNT TITLE AS APp_[~ARS ~N SIGNATURE CARD OR CO NAME (Last) / A (F~rsl) ADDRESS ' f ACCOUNT INFORMATION SURVIVING JOINT OWNER INFORMATION SURVIVING JOINT OWNER INFORMATION SURVIVING JOINT OWNER INFORMATION ACCOUNT NUMBER ORIGINAL DATE ESTABLISHED ~:TA/~: (Middle Initial) CITY STATE Z~P CODE RE '~ 0 S TO DE~;EDENT TELEPHONE NUMBER 4--/'( c ~ ( 7 / 7 ) ~¢~ NAME (Las1) iF,rs,, [M,ddle I~'~ ADDRESS CITY STATE ZIP COO~,~,, RELATIONSHIP TO DECEDENT TELEPHONE NUMBER '" ) PERCENT TAXABLE TAX RATE PERCE~ ~ABLE .... CZ TAX RA'~ NAME (Last) IF,rst~ (Middle Initial) ADDRESS PERCENT TAXABLE CITY STATE Z~P CODE RELATIONSHIP TO DECEDENT TAX RATE TELEPHONE NUMBER ( ) Date Paid Payee Description Amount Paid Note: Please attach to receipt G V'~j'L ~ Total $ .~ ~7'~ } CUMBERLAND COUNTY REGISTER OF WILLS AND CLERK OF THE OPHANS' COURT FACSIMILE TRANSMITTAL SHEET TO: FROM: Karen Applebee Susana Koser COMPANY: DATE: Department of Revenue 7/27/2004 FAX NUMBER: TOTAL NO. OF PAGES INCLUDING COVER: (717) 772-0412 9 PHONE NUMBER: SENDER'S REFERENCE NUMBER: RE: YOUR REFERENCE NUMBER: Advance Payment-Inheritance Tax sk [] URGENT [] FOR REVIEW [] PLEASE COMMENT [] PLEASE REPLY [] PLEASE RECYCLE NOTES/COMMENTS: Dear IC~ren, I am sending you the Advance Payment forms with the Assessment sheet, and the tax payment for your records. For Vesta P. Mclaughlm, decedent. Audrey L. Gottshall spoke with you this morning. If there are any problems, please let me know. Audrey Gottshall can be reached at the following phone number (717) 249-7225 only until 1:00 p.m. today. She is leaving and will M nd be returning home onday, August 2 ,2004.My phone number is (717) 240-5340 and ask for Sue Koser or leave a message for me. Thank you kindly for all your help. Sue 1 COURTHOUSE SQUARE CARLISLE PA 17013 PHONE: 717-240-6345 FAX: 717-240-7797 The information in this message may be privileged and confidential and protected from disclosure. If the reader of this message is neither the intended recipient, nor an employee or agent responsible for delivering this message to the intended recipient, then you are hereby notified that any dissemination, distribution, unauthorized use, or copying of this communication is strictly prohibited. If you have received this communication in error, p/ease notify us immediately by replying to this message and deleting it from your computer. Thank you. CONNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRXSBURG, PA 171ZB-060X REV-lgi5 EX AFP (09-00) ZNFORMATZbN NOTZCE AND TAXPAYER RESPONSE FILE NO. Z1-O~ OI ACN 0q129121 DATE 07-20-200q AUDREY L GOTTSHALL 827 W NORTH ST CARLISLE TYPE OF ACCOUNT ~]CHECKINO D TRUST [--]CERTIF. REHIT PAYHENT AND FORNS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 #AYpOTNT BANK has provided the Department aith the information listed below which has been used in caXculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint oanar/banaficiary of this account. Tf you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with tho Inheritance Tax Laws of the Commonwealth of PennsyXvania. Questions ~ay be answered by calling (717) 787-8327. COMPLETE PART I BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 170500606 Data 10-09-1998 Established Account Balance 82 Percent Taxable X 50.000 Amount Subject to Tax ql, qZ6.70 Tax Rate X .15 Potent/al Tax Due 6,21q. 01 To insure proper credit to your account, two (D copies of this notice must accompany your payment to tho Register of Nills. Make check payable to: "Register of gills, Agent". NOTE: Xf tax payments ara made within three (3) months of the decadent's data of death, you may deduct a 5Z discount aT the tax due. Any inheritance tax due w111 become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of CHECK ~ Nills and an official assessment will be issued by the PA Department of Revenue. ONE BL0CK a. [] The above asset has been or will ba reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by tho decedant's representative. C. [] The above information is incorrect and/or debts and deductions ware paid by you. You must complete PART [] and/or PART [] below. PART TAX L/NE 1. Data Established Accou.t $. Percent Taxable q. Amount Subject S. Oeb*s and Deductions 6. Amount TaxabAe 7. Tax Ra~e a. T~x Du. PART DATE PAID 61/o AND DEDUCTIONS CLAIMED DESCRIPTION complete to the best of my knowledge end belief. AMOUNT PAID ~.~~/ ~l~.~ TOTAL (Enter on L/nm $ of Tax Computation) Under pena~es of pe~ury~ ~ deo~are ~ha~ ~he fa~s ~ have reported above WORK ( TELEPHONE NUMBER DATE GENERAL INFORHATZON 1. FAILURE TO RESPOND NILL RESULT [N AN OFFIC/AL TAX ASSESSNENT with applicable interest based on information submitted by the financial institution. Z. Inheritance tax becomes delinquent nine months after the decedent's date of death. $. A joint account is taxable even though the decadent's name ams added as a matter of convenience. 4. Accounts (including those held beteean husband and mile) which the decedent put in joint names within one year prior to death are fully taxable as transfers. 5. Accounts established jointly between husband and wife more 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 information end computation in the notice ara correct and deductions ara not being claimed, place an "X" in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and submit thee with your check for the amount of tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-ISq8 EX) upon receipt of the return from the Register of Wllls. Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid elth tho Pennsylvania Inheritance Tax Return filed by the decedant's representative, place an "X" in block "B" of Part 1 of tho "Taxpayer Response" section. Sign one copy and return to tho PA Department of Revenue, Bureau of Individual Taxes, Dept ZSO601, Harrisburg, PA 171Z8-0601 in the envelope provided. $. BLOCK C - If the notice information is incorrect and/or deductions are being claiaad, check block "C" and complete Parts Z end 3 according to the instructions below. Sign two copies and submit them with your check for the amount of tax payable to the Register of Rills of the county indicated. The PA Department of Revenue mill issue an official assessment (Form REV-1S48 EX) upon receipt of the return from the Register of Hills. TAX RETURN - PART Z - TAX COHPUTATION LINE 1. Enter the date the account originally was established or titled in the manner existing at date of death. NOTE: For a decedent dying after 1Z/Il/SI: Accounts which the decedent put in joint names 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 number of accounts held. Tf a double asterisk (ax) appears before your first name in the address portion of thls notice, the $3)000 exclusion already has been deducted from the account balance as reported by tho 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 dstarelned as follows: A. The percent taxable for joint assets established more than one year prior to the decedent's death: I DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X 100 = PERCENT TAXABLE JOINT OWNERS SURVIVING JOINT ONNERS Example: A joint asset registered in the name of the decedent and two other persons. I DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) = .167 X IO0 = 16.7Z (TAXABLE FOR EACH SURVIVOR) B.The percent taxable for assets created within one year of the decedant's death or accounts owned by the decedent but held in trust for another lndlvidual(s) (trust beneficiaries): I DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT X 100 PERCENT TAXABLE O#NERS OR TRUST BENEFICIARIES Example: Joint account registered in the name of the decedent and two other persons and established within one year of death by the decadent. I DIVIDED BY g (SURVIVORS) = .50 X 100 = SOX (TAXABLE FOR EACH SURVIVOR) The amount subject to tax (line q) is determined by multiplying the account balance (line Z) by the percent taxable (line 5. Enter the total of the debts and deductions listed in Part 5. 6. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 7. Enter the appropriate tax rate (llna 7) as determined below. Da~e of Death Spouse J Lineal Sibling Collateral 07/01/9q ~o 12/31/9q 5X 6Z 15Z 15Z 01/01/95 ~o 06/50/00 OX 6X lex 15Z 07/01/00 ~o prosen~ OX q.EX~ 12Z 15Z aThe tax rate lmposed on the net value of transfers from a deceased :y-one years age younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is OZ. The lineal class of halts lncludes grandparents, parents, children, and llneal descendents. "Children" includes natural children whether or not they have been adopted by others, adopted children and step children. "Llneal 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 mhd have at least one parent in common with the decedent, whether by or adoption. The "Co][atera]" class o~ heirs ~nc[udes ail other beneficiaries. CLAIMED DEDUCTIONS - PART 5 - DEBTS AND DEDUCTIONS CLAIMED Allo~able debts and deductions are determined as folloHs: A. You legally are responsible for payment~ or the estate subject to administration by a personal representative is insufficient to pay the deductible [tees. ~. You ac~ally paid ~e debts a~ter death of the decedent and can fu~[sh proo~ o; payment. C. Debts being claimed must be itemized fully in Part ~. If additional space Js nmeded~ use plain paper 8 l/Z" x 11". Proof of payment may be requested by ~e PA Department of Revenue. II. I~ BUREAU OF TNDZVZDUAL TAXES TNHERTTAHCE TAX DTVTSZON DEPT. Z80601 HARR/SBURG, PA 171Z8-0601 COHNONHEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLO#ANCE OR DISALLOHANCE OF DEDUCTZON~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RE¥-],;q8 EX AFP (01-03) AUDREY L GOTTSHALL 8Z7 W NORTH ST CARLISLE PA 17015 DATE 09-20-200q ESTATE OF HCLAUGHLIN VESTA DATE OF DEATH Oq-30-ZOOq FILE NUMBER 21 0R-0701 COUNTY CUMBERLAND SSN/DC 183-09-6975 ACN 0~13188Z Amoun~ R~m'i ~'~d HAKE CHECK PAYABLE AND REMZT PAYHENT TO: REGISTER OF WTLLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECOR~' ~ *~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DZSALLONANCE DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS pATE 09-20-2.Q04 ESTATE OF MCLAUGHLIN VESTA P DATE OF DEATH 0q-30-200~ .... ~COUNT~. CUI4'~E~,LAND FILE NO. 21 0~-0701 S.S/D.C. NO. 183-09-6975 ACN 0~131882 TAX RETURN HAS: iX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 200898-00 TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-16-2001 Account Balance ~,598.11 Percent Taxable X 0.500 Amount Subject to Tax 2,299.06 Debts and Deductions - .O0 Taxable Amount 2,299.06 Tax Rate ~ .15 Tax Due TAX CREDTTS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. HAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 07-Z7-ZOOq CDOOq197 17.Z~ 327.61 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 3qq.85 .01 .00 .01 ZF PAID AFTER THZS DATE, SEE REVERSE FOR CALCULATZOH OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT"(CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. PURPOSE OF NOTICE: PAYMENT: REFUND OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To Tulfi11 the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 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 NILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may bm requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313}. Applications ara available at the Office of the Register of Wills, any of the 23 Revenue District Offices or by calling the special 2~-hour answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and or speaking needs: 1-800-q~7-30ZO (TT only}. Any party in interest not satisfied aith tho appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice nay object within sixty (60) days of receipt of this Notice by: --arittan protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at tho 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, ATTW: Post Assessment Review Unit, DEPT. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sma page 5 of the booklet "Instructions for Znharitanca 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 decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed an the total of tho tax and interest assessed, and not paid before January 18, 1996, the first day after the end of tho tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same 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) months and one (1) day from tho date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rata of .00016q. All taxes which became delinquent on or 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 198Z through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198'~ ZOZ .OO05q8 198~-1991 112 .000301 2001 9Z .O00Z~7 1983 16Z .000q38 199Z 92 .OOOZq7 ZOOZ 6Z .O00219 198q llZ .000301 1993-199q 7Z .OO019Z ZOO3 5g .000137 1985 13Z .000356 1995-1998 9Z .O00Z~7 200~ qZ .000110 1986 lOX .O0027~ 1999 72 .O0019Z 1987 92 .O00Zq7 ZOO0 8Z .OOOZ19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUIIBER 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 the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVZSTDN DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-15q8 EX &FP (01-D3) AUDREY L GOTTSHALL 827 W NORTH ST CARLISLE PA 17015 DATE 09-ZO-2OOq ESTATE OF MCLAUGHLIN VESTA DATE OF DEATH 0q-$0-200~ FILE NUMBER 21 0~-0701 COUNTY CUMBERLAND SSN/DC 185-09-6975 ACN 0q131885 Amoun~ Remitted I MAKE CHECK PAYABLE AND REN'rT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE REV-1548 EX AFP (01-03) ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~ . ............. ........... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALlOWANCE-Gl= DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS"a ~::...:DATE ~-mO. 9-ZO?200~ ,., ESTATE OF MCLAUGHLIN VESTA P DATE OF DEATH Oq-30-ZO0~ CUMBERLAND FILE NO. 21 0~-0701 S.S/D.C. NO. 183-09-6975 ACN 0~131883 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. Z00898-~0 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 01-16-2001 Account Balance q5,9qfi.ZO Percent Taxable X 0.500 Amount Subject to Tax ZZ,972.10 Debts and Deductions - .00 Taxable Amount 22,972.10 Tax Rate X .15 Tax Due 3,~qS.8Z TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT 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: '"REGISTER OF WILLS, AGENT." PAYMENT DATE 07-27-ZOOq RECEIPT NUMBER CDOOq197 DISCOUNT (+) INTEREST/PEN PAID (-) 135.01 AMOUNT PAID 2,565.15 PAYMENT MUST BE MADE BY 01-31-2005~. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ~ TF PAID AFTER THIS DATE~ SEE REVERSE FOR CALCULATTON OF ADDITIONAL INTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYHENT TS REQUTRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORH FOR INSTRUCTTONS. 2,700.16 7q5.66 .00 7q5.66 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. (TI P.S. Sect[on 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, ahich 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 are available at the Office of the Register of Hills, any of the Z5 Revenue District Offices or by calling the special Zq-haur answering service for fores ordering: 1-800-56Z-ZOSO; services for taxpayers with special hearing and or speaking needs: 1-600-447-50Z0 (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 may object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZB1021, Harrisburg, PA 171ZB-lOZ1, OR --electing to have the 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 Review Unit, DEPT. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea 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 decadent's death, a five percent (SI) 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 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 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 from the date of death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or 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. The applicable interest rates for 19BI through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .0005~8 198~8-1991 llZ .O005OX ZO0"~ 9g .000247 1985 16g .000456 199Z 9Z .000247 ZOOZ 6Z .O00ZX9 1984 llZ .000501 1993-1994 7Z .OO019Z ZOO5 5Z .000157 1985 152 .000556 1995-1998 9Z .000Z47 ZOO4 4Z .000110 1986 IOZ .000Z74 1999 72 .O0019Z 1987 92 .000247 ZOO0 8Z .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DALLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZHDTVZDUAL TAXES TNHERTTAHCE TAX DTyTSTON DEPT. Z80601 HARRTSBURG, PA 171:~8-0601 AUDREY L GOTTSHALL 827 W NORTH ST CARLISLE PA 17015 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRATSENENT. ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-20-2004 ESTATE OF MCLAUGHLIN DATE OF DEATH 04-:30-2004 FILE NUMBER 21 04-0701 COUNTY CUMBERLAND SSN/DC 18:3-09-6975 ACN 04129121 Amoun'~ REV-ISq8 EX AFP CDi-os) VESTA P HAKE CHECK PAYABLE AND REMIT PAYHENT TO.' REGISTER OF N~,I~LS CUMBERLAND CO'~URTc2:~IOUSE~ ~ ::: CUT ALONG THIS LINE k RETAIN LOWER FORTION FOR YOUR RfCOR~S -- · ................................................... ..... ~ ...... ~__, .......... ,?-: NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ;~:DATE ESTATE OF MCLAUGHLIN VESTA P DATE OF DEATH 04-:30-2004 COUNTY CUMBERLAND FILE NO. 21 04-0701 S.S/D.C. NO. 18:3-09-6975 ACN 04129121 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET ZNFORNATZON FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 170:300606 TYPE OF ACCOUNT: C ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-09-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 8Z,85:3.$9 X 0.500 41,426.70 - 11,055.41 30,373.29 X .15 4,556.00 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." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 07-Z7-ZOO4 COOOq197 227.80 4,328.20 TOTAL TAX CREDIT BALANCE OF TAX DUEI 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 PAYMENT IS REDUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTTONS. ) 4,556.00 .00 .00 .00 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Ta fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills 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, 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 forms ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest nat satisfied with the appraisement, alloaanca, or disalloaance of deductions or assessment of tax (including discount or interest) as shown an 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 171ZS-10Z1, OR --electing to have the 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 Review Unit, DEPT. ZB06Ol, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions ~or 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 decedant's death, a five percent (SI) 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, end 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 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 from the data of death, to the data of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6g) percent per annum calculated at a daily rate of .O0016q. A11 taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary fram calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198'~ 20Z .O00SqB 198--~8-1991 llZ .OOO301 ZOOX 9Z .000247 1983 16X .000458 1992 9Z .O00Zq7 200Z 6Z .OOOZ19 198q 11Z .000301 1993-1994 7X .00019Z 2005 5Z .000137 1985 13Z .000356 1995-1998 92 .000247 2004 ~Z .000110 1986 lOZ .O00Z7fi 1999 72 .O0019Z 1987 9Z .OOOZ~7 ZOO0 BZ .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI;IUENT 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. BUREAU OF TNDZVTDUAL TAXES /NHER/TANCE TAX DIVISION DEPT. Z80601 HARR/SDURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTTCE OF INHERTTANCE TAX APPRATSEHENT. ALLONANCE OR DTSALLONANCE OF DEDUCTTON~, AND ASSESSHENT OF TAX ON JOTNTLY HELD OR TRUST ASSETS AUDREY L GOTTSHALL 827 N NORTH ST CARLISLE PA 17015 DATE 09-20-ZOOq ESTATE OF MCLAUGHLIN DATE OF DEATH Oq-$O-ZOOR FILE NUMBER 21 0~-0701 COUNTY CUMBER LAND SSN/DC 185-09-6975 ACN 0q000678 Amoun4: RemJ. tted VESTA P HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF ~ILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA.-~,~pl$ ~ CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECOR~s ~ ~-: [ ~ - ~- -/.p~- -~ §~-~- .................................................... ,? ....... ~ ........ ~ .......... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLO#ANCEOF~-~ DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ESTATE OF MCLAUGHLIN VESTA P DATE OF DEATH Oq-$O-ZO0~ .;~'COUNT~ CUHBERLAND FILE NO. 21 0~-0701 S.S/D.C. NO. 185-09-6975 ACN 0~000678 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: HAYPOINT BANK ACCOUNT NO. 105SHARES TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-17-2000 Accoun~ Balance Z,717.q0 Percent Taxable X 0.500 Amount Subject ~o Tax 1,$58.70 Debts and Deductions - .00 Taxable Amount 1,$58.70 Tax Ra~e ~ .15 Tax Due 205.81 TAX CREDTTS= NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. HAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 07-ZT-ZOOq CDOOq197 10.19 195.62 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE TF pATD AFTER THTS DATE, SEE REVERSE FOR CALCULATTON OF ADDTTTONAL TNTEREST. ~ IF TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REi~UTRED. TF TOTAL DUE TS REFLECTED AS A "CREDIT" { CR}, YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTTONS. ) 205.81 .00 .00 .00 PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 9140). PAYMENT: REFUND (CA): OBJECT[OHS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: iNTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. -- Make check or money order payable to: REGISTER OF WILLS, 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" (REV-1515). Applications are available at the Office of the Register of Wills, any of the Z5 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-~6Z-20S0; services for taxpayers with 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 sheen on this Notice amy object within sixty (60) days of receipt of this Notice by: --written protest to the PA Departaent of Revenue, Board of Appeals, Dept. ZB1021, Harrisburg, PA 171ZB-lOZ1, OR --electing to have the 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 ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. ZB0601, Harrisburg, PA 171Z8-0601 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. [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 a110wad. The 15X 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 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 ([) day free the date of death, to the date of payment. Taxes which became delinquent before January l, 19BI bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on or after January l, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Oepartment of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z goX .000548 198"~-1991 11Z .000501 ZOO1 9Z .000Z47 1983 16Z .000438 199Z 9Z .000Z47 ZOO2 6Z .000Z19 1984 I1Z .000501 1995-1994 72 .00019Z 2003 52 .000137 1985 15Z .000556 1995-1998 92 .000247 2004 4Z .000110 1986 lOX .000Z74 1999 72 .O0019Z 1987 9Z .000Z47 ZOO0 8Z .000Z19 --Interest is calculated as folIows: INTEREST = BALANCE OF TAX UNPAID X NUNBER 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 the assessment. [f payment is made after tho interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERITANCE TAX DTVTSTON DEPT. Z80601 HARRISBURG., PA 171Z8-0601 AUDREY L GOTTSHALL 827 W NORTH ST CARLISLE PA 1701:5 CONHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-ZO-ZOOq ESTATE OF MCLAUGHLIN DATE OF DEATH 0q-:50-200~ FZLE NUMBER 21 0~-0701 COUNTY CUHBERLAND SSN/DC 18:5-09-6975 ACN 0~000677 Ammmun'~ Remi~ed VESTA P HAKE CHECK PAYABLE AND RENIT PAYNENT TO: CUHBERLAND C[ ~OURT ~OUSE ~i: ~:~ CARLTSLE, PA ~.~:.. I701 $ REV- ~5~8 EX AFP (0 ~- 03) NOT'Cf OF ZNH~R~TANC~ TAX A~PRAXS~N[NT, ALLONANC~ OR ~ZSALL NANcE DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ~SETS ~:DATE ~-ZO-ZO0~ ESTATE OF HCLAUGHLIN VESTA P DATE OF DEATH 0~-$0-200q COUNTY CUHBERLAND FILE NO. 21 0~-0701 S.S/D.C. NO. 18:5-09-6975 ACN 0~000677 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORHATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 171:5005111 TYPE OF ACCOUNT: ¢ ) SAVINGS ¢ ) CHECKING ( ) TRUST (~ TIHE CERTIFICATE DATE ESTABLISHED 01-1~-ZOOZ Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDZTS: 75,995.:5Z X 0.500 57,997.66 - .00 57,997.66 X .15 5,699.65 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 OROER PAYABLE TO: m~REGISTER OF WILLS, AGENT.~ PAYMENT RECEIPT DISCOUNT ¢+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 07-ZT-ZOOq CDO0q197 ZSq.98 5,qlq.66 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF pATD AFTER TH/S DATE, SEE REVERSE FOR CALCULATION OF ADDTTIONAL INTEREST. ~ ( IF TOTAL DUE TS LESS THAN $1, NO PAYHENT IS REgIUZRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR TNSTRUCTIONS. ) 5,699.6q .01 .00 .O1 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: ZNTEREST: To fulfill the requirements of Section 1140 of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S. Section 9140). Detach the top portion of this Notice and submit mith your payment to the Register of Hills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLS, AGENT. A refund of a tax credit, which mas not requested on the tax return, may be requested by completing mn "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Rag[star of NJZls, any of the 23 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-361-1050; services for taxpayers aith special hearing and or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied aith the appraisement, a11oaance, or disallowance 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: --~ritten protest to the PA Department of Ravenua~ Board of Appeals, Dept. 181011, Harrisburg, PA 17118-1011, OR --electing to have the 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, Dureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 180601, Harrisburg, PA 17118-0601 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 decedent's death~ a five percent (5Z) discount of the tax paid is allowed. The 1SI 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 penalty is appealable in the same manner and in the the same 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) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .000164. Ali taxes which became delinquent on or after January 1, 1981 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 1981 through Z004 are: Interest DaiLy Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 ZOX .000548 198'~8-1991 11X .000301 ZO0-~ 91 .000147 1985 162 .000438 1992 92 .000247 ZOOZ 61 .O00Z19 1984 112 .000301 1993-1994 72 .000192 Z003 52 .000137 1985 152 .000356 1995-1998 92 .0002~7 2004 42 .000110 1986 lOZ .000174 1999 72 .000191 1987 9Z .0002~7 ZOO0 82 .000219 --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 Bade after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 REV- 1 162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GOTTSHALL AUDREY L 82:' ':. W~I'ITII (3TFlCCQ.o .\?:,()'j t>S6 CARLISLE, PA 17013 _uuu_ fold ESTATE INFORMATION: SSN: 183.09.6975 FILE NUMBER: 2104-0701 DECEDENT NAME: MCLAUGHLIN VESTA P DATE OF PAYMENT: 01/25/2005 POSTMARK DATE: 01/25/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/30/2004 NO. CD 004877 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04131883 I $745.66 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 112527 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $745.66 GLENDA FARNER STRASBAUGH REGISTER OF WILLS 4 ... Z 4 >'" ....I:=> >Z (I)'" Z> Z'" "''''' a- IL ILO o ... :J:Z ...", ....IE :5~ 34 Za- 0'" EA E o <) 0.. . ~ S 4 . l- v> UJ ~ > ",Z ~cn !r-.,.; 5t' I'" ",",- , -- .,.i..... ~ ~-' ~ " j.~S oC j! \j...~:J1 HZO'" ~I~!; z.~U"" ~g~ ~~ .. ~~ <II .. ~ ... aa ~ :;) ~ ~ t::l'" , MI-'l ;!3 ~s ~ i~ : .... ~ c. ~ ~].U= " OU~~ ,",0 3~~1CI -~ '" 1&ICll: ..... a=: !i:!li:~ i~~~ '" '0 ...:rZ'4"~~"'" II o,"""oOZCJ'I -t' o..Jo,....od:l.D"" ,.... N%'NO...J I a:J Ii. ~g~~ffi~~ : N<Cti)O~,tf) 1...11 %,Ji).... Od.,)'lt'....':)CIOId" 02:.0 NU.....o ~ < ..4"" ,.' -lLI '" .... ....c::a ell: CC_ ~. Eu_.?<;.~ j;j-6 z ~)-; . '" to.. '" I~) ~ tlJC ;:: ~z~ A m:a IL IlL ~:::.t: 0., ': -) cc~: v"':) 0:::':, g [S ('-' '-oS> \; ~ C!:\"" ... _ 0 ..JC ~ ....I. 4L4 :J: 0.. v> l- I- o (!) ..J UJ ..J >- II> UJ ..... '" ..J e:lr,-.-a::: :=><t"4 4C1OU .. 0 ... ... Z '" E i UJ ... v> ... ::> ~ 0 :c "" I- "" A '" ... z v> :=> 0 4 ..J 0 ..... ..J U ... 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'" .....'" ..J % (!)% '" <) UJ::>4 ",UU '" ~ 4 E ... , i r' . ..U COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN *' BUREAU OF IN~IV~ALTAXE$ INHERITANCE TAX PrY1SIDH PO BOX 280601 HARRISBURG PA 17128-0601 REV-UO~ EX AFP n2-D~1 ,,---:' 02-03-2005 MCLAUGHLIN 04-30-2004 21 04-0701 CUMBERLAND 183-09-6975 04131883 Amount Rellitted VESTA P AUDREY- L 827 WNORTH CARLISLE GOTTSHALL ST PA 17013 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 .... ---------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (01-03) -- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 02-03-2005 ESTATE OF MCLAUGHLIN VESTA P DATE OF DEATH 04-30-2004 COUNTY CUMBERLAND FILE NO. 21 04-0701 ADJUSTMENT BASED ON: S.S/D.C. NO. 183-09-6975 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 04131883 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 200898-40 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 01-16-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 45,944.20 0.500 22,972.10 154.14 22,817.96 .15 3,422.70 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 ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-27-2004 CD004197 135.01 2,565.15 INTEREST IS CHARGED THRDUGH 02-18-2005 TOTAL TAX CREDIT 2,700.16 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 722.54 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.88 TOTAL DUE 77" "7 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~,-;x.... REV-1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Vesta P. McLaughlin FILE NUMBER REVIEWED BY Steven James ACN 21 04-0701 04131883 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The medical expenses submitted have been allowed. Credit for these can only be given toward the value of the asset. There is still a tax balance due on this asset. We do not refund the amount you pay for bills, we can only give credit for these to reduce the asset value and in effect, reduce the tax balance due. If in giving credit, an overpayment is created, that overpayment would be refunded. In this instance, no overpayment was created in giving credit for the debts. ROW PaQe 1 BUREAU OF INDIVIDUAL. TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-IU7 EX AFP 112-04) iD DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 MCLAUGHLIN 04-30-2004 21 04-0701 CUMBERLAND 04131883 Allount Rellitted VESTA P AUDREY L GOTTSHALL 827 W NORTH ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To insure proper credit to your account I subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ lW :r&?J.,.!r.,t'''..rrJr-if~,........;..''AIi'W!'''XNar.'rAr.~t~YlAm.b'l!'.l~c~OFN...ii'................... ... ESTATE OF MCLAUGHLIN VESTA P FILE NO.21 04-0701 ACN 04131883 DATE 03-07-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYMENTS I THE CURRENT BALANCEI ANDI IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-02-2005 PRINCIPAL TAX DUE:. 3,422.70 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-27-2004 CD004197 135.01 2,565.15 01-25-2005 CD004877 .00 745.66 TOTAL TAX CREDIT 3,445.82 BALANCE OF TAX DUE 23.12CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 23.12CR . 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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXts INHERITANCE TAX DIVISION PO BOX Z8D6Dl HARRISBURG PA 171Z8-06Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP (03-051 JurJ 13 L~ 9 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-16-2005 MCLAUGHLIN 04-30-2004 21 04-0701 CUMBERLAND 04131883 Amount R..lttlKl VESTA P Cl AUDREY Lrl~tt~~~it? 827 W NoRTH'-'ST CARLISLE I~T ,-':-i PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subMit the upper portion of this fo~ with your tax p.~ni. CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS .... ................................................................................................................ REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF MCLAUGHLIN VESTA P FILE NO. 21 04-0701 ACN 04131883 DATE 05-16-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 02-02-2005 PRINCIPAL TAX DUE, 3,422.70 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-27-2004 CD004197 135.01 2,565.15 01-25-2005 CD004B7~ .00 745.66 05-02-2005 REFUND .00 23.12- TOTAL TAX CREDIT 3,422.70 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 NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l s"l..... ~