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Home My WebLink About03-0282COHNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG) PA 17128-0601 REV-15~IS EX AFP (09-00) ZNFORMATZON NOTZCE AND TAXPAYER RESPONSE FZLE NO. 21 *- 0 ~ - ~ ACN 02149571 DATE 11-25-2002 HOSE S HOSTETLER 85Z9 NEWBURG RD NEWBURG PA 17240 EST. OF LYDIA H HOSTETLER S.S. NO. 161-$0-5982 DATE OF DEATH 09-28-2002 · COUNTY CUHBERLAND TYPE OF ACCOUNT [] SAVTNGS [] CHECKING [] TRUST [] CERT/F. REHTT PAYHENT AND FORHS TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 ALLFZRST FINANCIAL SERVICES has provided the Department with the information listed below which has been used in calculating tho potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction fram the financial institution, attach e copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax LaNe cf the Commonwealth of PenlisyZvania. Questions may be answered b~ calling (717) 7&7-65ii. COHPLETE PART !BELON x x ~ SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Accoun~ No. 0000565609 Da~e 10-07-1997 Established Accoun~ Balance 9,252.98 Percen~ Taxable X 16 · 6 6 7 Aeoun* Subject: ~;o Tax 1,52;'. 19 Tax Ra~e X .15 Potential Tax Due ~28.55 PART TAXPAYER RESPONSE To insure proper credit to your account, tho (2) copies of this notice must accompany your payment to the Register of #ills. Hake check payable to: "Register of Hills) Agent". NOTE: If tax payments are made aithin three (3) months of the decedent's date of death, you amy deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the Ga[u of death. A. ~ The above ~nforlatJan and tax due is correct. 1. You .ay choose to roi Jr payment to the Register of N111s Hith t~o copies of th[s notice to obtain CHECK ONE BLOCK ONLY PART TAX LINE a discount or avoid interest, or you may check box "A" and return this notice to the Register of #ills and an official assessment will be issued by the PA Department of Revenue. B. D The above asset has been or mill be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [~jThe above information is incorrect and/or debts and deductions mere paid by you. You lust complete PART ~and/or PART ~below. Zf you indicate a diffaren~ ~ax~a~a~ please s~a~a your relationship ~o decedent: RETURN -COMPUTATZON OF TAX ON JOiNT/TRUST ACCOUNTS 1. Da~e Es*abl~shed 2. Accoun~ Balance 2 $. Percen~ Taxable fi. Aeoun~ Subjac* ~o Tax $. Debts end Deduc~/ons 6. Amoun~ Taxable 6 7. Tax Ra~a 7 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAZME~ PAYEE DESCRIPTION AHOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under penalties of perjury) T declare ~he~ ~he fac*s z have reported above are ~rua) correc~ and co.plebe ~o ~he bes~ of ey knowledge and belief. TA IGNATURE WORK ( ) TELEPHONE NUMBER GENERAL INFORMATION 1. FAILURE TO RESPOND #ILL RESULT ZN AN OFFICIAL TAX ASSESSHENT aith applicable interest based on information submitted by the financial institution. Z. Inheritance tax becomes delinquent nine months after the dscadant's date of death. 5. A joint account is taxable even though the dacedent's name ams added as a matter of convenience. 4. Accounts (including those held between husband and wife) which the decedent put in joint names eithin one year prior to death ara fully taxable as transfers. 5. Accounts established jointly batsmen husband and Hire more than one year prior to death ara not taxable. 6. Accounts held by a decedent "in trust for" another or ethers are taxable fully. REPORTING INSTRUCT[ONS- PART I - TAXPAYER RESPONSE BLOCK A - If the information and computation in the notice are correct and deductions ars net being claimed, place an in block "A" of Part 1 of the "Taxpayer Response" section. Sign tho copies and submit thee Hith your check for the amount of tax to the Register of Hills of the county indicated. The PA Department of Revenue Hill issue an official assessment (Form REV-1548 EX) upon receipt of the return from the Register of NilZs. Z. BLOCK B - If the asset specified on this notice has been or Hill be reported and tax paid Hith the Pennsylvania Inheritance Tax Return filed by the decadant's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Oept ZB060I, Harrisburg, PA 17liB-060! in the envelope provided. 5. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts Z and your check for the amount of tax payable to the Register according to the instructions bales. Sign two copies and submit thee eith an official assessment (Fora REV-1548 EX) upon receipt of Hills of the county indicated. The PA Department of Revenue Hill issue of the return from the Register of Rills, TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the data the account originally was established or titled in the manner existing at date of death. NOTE: For a decedent dying after 1Z/IZ/BZ: Accounts which the decedent put in joint names Hithin one (1) year of death are taxable fully as transfers. However, there is an exclusion not to exceed $5,000 per transferee regardless of the value of the account or the number of accounts held. If a double asterisk (wu) appears before your first name in the address portion of this notice, the S$,000 exclusion already has been deducted free the account balance as reported by the financial institution. Z. Enter the total balance of the account including interest accrued to the date of death. 5. The percent of the account that is taxable for each survivor is determined as foIloas: A. The percent taxable for joint assets established more than one year prior to the decedant's death: 1 DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X lO0 = PERCENT TAXABLE JOINT ONNERS SURVIVING JOINT ONNERS Example: A joint asset registered in the name of the decedent and two other persons. 1 DIVIDED BY $ (JOINT ONNERS) DIVIDED BY Z (SURVIVORS) = .167 X 100 = 16.7Z (TAXABLE FOR EACH SURVIVOR) B.The percent taxable for assets created within Dna year of the decedant's death or accounts oaned by the decedent but held in trust for another individual(s) (trust beneficiaries): 1 DIVIDED BY TOTAL NUHBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE ONNERS OR TRUST BENEFICIARIES Example: Joint account registered in the name of the decedent and two other persons and established aithin one year of death by the decedent. I DIVIDED BY Z (SURVIVORS) = .50 X 100 = 50X (TAXABLE FOR EACH SURVIVOR) 4. The amount subject to tax (line 4) 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 3. 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 approp tax rate (line 7) as determined below. Date of _n_o~_th Spo,,=a Lineal Sibling Collateral 07/01/94 ~o 12/31/94 01/01/96 ~o 06/30/00 OX 6X l~X 15Z 07/01/00 ~o pr~e~ OX ...... ~_ ,lounger at =The tax rate tapes. death to or for the usa of a natural parent, an adoptive parent, or a stepparent of the child The lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children Hhethar or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes all children of the natural parents and their descendants, Hhether or not they have been adopted by others, adopted descendents and their descendants and step-descendants. "Siblings" are defined as individuals who have at least one parent in common Hith the decedent, whether by blood or adoption. The "Collateral" class of heirs includes all other beneficiaries. CLAIMED DEDUCTIONS PART $ - DEBTS AND DEDUCTIONS CLAIHED Allowable debts and deductions are determined as follows: A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient to pay the deductible D. You actually paid the debts after death of the decedent and can furnish proof of payment. C. Debts being claimed must be itemized fully in Part 3. COHHON#EALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE BUREAU OF ZNDIVZDUAL TAXES DEPT. ZB060l HARRISBURG, PA 17128-0601 REV-25¢S EX AFP C09-0 ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE FILE NO. 21~O~-~.~jL ACN 021q9572 DATE 11-25-2002 EST. OF LYDIA H HOSTETLER S.S. NO. 161-30-5982 DATE OF DEATH 09-28-2002 COUNTY CUMBERLAND SARAH F HOSTETLER 8529 NEWBURO RD NEWBURG PA 172q0 TYPE OF ACCOUNT [] CHECKING [] TRUST [] CERTZF. ~*~REHZT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 27015 ALLFZRST FINANCIAL SERVICES has provided the Department with the information listed beloe ehich has been used in calculating the potential tax due. Their records indicate that at the death of the above decadent, you ware a joint owner/beneficiary of this account. IF you Foal 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 the Inheritance Tax Laws of the Commonwealth of Pennsyivanie. Questions may be anseared by calling (717) 757-85Z7. COMPLETE PART ! BELOW x # # SEE REVERSE SZDE FOR FZLZNG AND PAYMENT INSTRUCTIONS Account No. 0000565609 Data 20-07-1997 PART Established Account Balance 9,152.98 Percent Taxable X 16.667 Amount Subject to Tax 1,522.I9 Tax Rata X .15 Potent/al Tax Due 2~8.35 To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Wills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments ara mede #ithJn three (3) months of the decadent's date of death, you may deduct a 52 discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. TAXPAYER RESPONSE CHECK ONE BLOCK ONLY TAX L]'NE A. ~ The above information end 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 Hills end an official assessment wi1! be issued by the PA Department of Revenue. B. ~ The above asset has been or mill be reported and tax paid eith the Pennsylvania Inheritance Tax return to be Filed by the decedent's representative. C. ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~beloe. PART [f you /nd/cate a diffarant~ax raima plaaSa~stata ralationshlp to decedent: ~//~rZ;/~_. _~.~z<c~' your RETURN -CONPUTATZON OF T~X ON dO!MT/TRUST A~COUUT~ - _ , !..'~-_ _'.:.~:.,.~ .... 1. Data Established 1 ~--~ _--- '~ 2. Account Balance 3. Percent Taxable $. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Dun PART DATE PAID DEBTS AND DEDUCTZONS CLAZNE~ PAYEE DESCRIPTION AMOUNT PAID TOTAL (Ente'------~n L~na $ of Tax Computer $ Under penalties of perjury, Z declare that the facts ! have reported above ara true, correct and complete to the best of my knowledge and belief. HOME (7/? WORK GENERAL INFORHAT~ON 1. FA/LURE TO RESPOND #ILL RESULT ZN AN OFF/C/AL TAX ASSESSHENT with applicable interest based on information submitted by the financial inet[tut[an. Z.Inher[tanca tax becomes delinquent nine months after the dmcadant"s data of death. $. A joint account is taxable even though the dscadent's name ams added as a matter of convenience. 4. Accounts [including those held between husband and alfa) which the decedent put in joint names within one year prier to death ara fully taxable as transfers. 5. Accounts established jointly between husband and a[fe more than one year prior ts death ara not taxable. 6. Accounts held by a decadent "in trust for" another or others ara taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE I. BLOCX A - If the information and computation in the notice are correct and deductions are not being claimed, place an in block "A" of Part ! of the "Taxpayer Response" section. Sign two copies and submit thee with your check far the a~ount of tax te the Register of Hills of the county indicated. The PA Department of Revenue w111 issue an official assessment (Form REV-IS~B EX) upon receipt of the return from the Register of N[lls. Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative, place an "X" in block "B" of Part i of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept ZB0601, Harrisburg, PA 171ZB-0601 in the envelope provided. 5. BLOCK C - If the notice information ia incorrect and/or deductions are being claimed, check block "C" and complete Parts according to the instructions below. Sign too copies and submit thee with your check for the amount of tax payable to the Register of Hills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-154B EX) upon receipt of the return free the Register of N[lls. TAX RETURN - PART Z - TAX COHPUTATION LINE 1. Enter the date the account originally was astabl[shed or titled in the manner existing at date of death. NOTE: For a decedent dying after 1Z/1Z/BZ: Accounts wh[ch the decedent put in joint names within one (13 year of death are taxable fully as transfers· However, there is an exclusion not to exceed $5,00~ per transferee regardless of the value of the account or the number of accounts held. If a double asterisk (xx) appears before your first name in the address portion of this notice, the $3,000 exclusion already has been deducted from the account balance as reported bY the financial institution. Z. Enter the total balance of the account including interest accrued to the date of death. 3. The percent of the account that is taxable for each survivor is determined as follows: A. The percent taxable for joint assets established more than one year prior to the decedent's death: Z DIVIDED BY TOTAL NUHBER OF DIVIDED BY TOTAL NUHBER OF X lO0 = PERCENT TAXABLE JOINT ONNERS SURVIVING JOINT oHNERS Example: A joint asset registered in the name of the decedent and too other persons· 1 DIVIDED BY 3 [JOINT O#NERS) DIVIDED BY Z [SURVIVORS) = .167 X lO0 = 16.7Z [TAXABLE FOR EACH SURVIVOR) B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held in trust for another indlvidual(s) [trust beneficiaries): I D/VIDEO BY TOTAL NUHBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE OWNERS OR TRUST BENEFICIARIES Example: Joint account registered in the name of the decedent and tho other persons and established within one year of death by the decedent. I DIVIDED BY 2 (SURVIVORS) = .50 X 100 = SOX [TAXABLE FOR EACH SURVIVOR) The amount subject to tax (line 4) is determined by multiplying the account balance (1ina Z) by the percent taxable (line 3). 5. Enter the tote! of the debts and deductions listed in Part 3. 6. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax [1[ne ~). line 7) as determined beZow. 7. Enter the app Date of Death Spouse L/nee1 Sibl/ng Collateral 07/01/9~ to 12/$1/9q 01/01/95 to 06/50/00 OX 6X 15Z 15X _ 07/01/00 to preson~ OX 4.5X~ 12Z _- ~ * ..he o; transfers 're; a deceased child t~enty-one years o~ age or~ lounger at kThe tax rate impo death to or for the use of a natural parent, an adoptive parent, or a stepparant of The lineal class of hairs includes grandparents, parents, children, and lineai descendents. "Chi[dren" includes natural children whether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes ali children of the natural parents and their descendents, whether or not they have been adopted by others, adopted descendents end their descendants and step-descendants- "Siblings" are defined as individuals who have at least one parent in common with the decedent, ehether by blood or adoption. The "Collateral" class of heirs includes all other beneficiaries. AN]) CLAIHE]) ])E])uCTTONS - PART $ - ])EBTS E UCTTONS CLAIRE]) AlieNable debts and deductions are determined as folloas: A. You legally are responsible for payeent, or the estate subject to administration by a personal representative is insufficient to pay the deductible itees. B. You actually paid the debts after death of the decedent and can furnish proof of payment. C. Debts being claimed must be itemized fully in Part 5. If additional sp~be is neaded,'use plain paper 8 1/Z" x 11". Proof of 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. REV-1162 EX(11-96) CD 002367 HOSTETLER MOSES 8329 NEWBURG RD NEWBURG, PA 17240 ........ fold ESTATE INFORMATION: SSN: 161-30-3982 FILE NUMBER: 2103-0282 DECEDENT NAME: HOSTETLER LYDIA H DATE OF PAYMENT: 03/31/2003 POSTMARK DATE: 03/28/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/28/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02149371 $68.50 02149372 $ 68.50 REMARKS: MOSES HOSTETLER TOTAL AMOUNT PAID: 37.00 SEAL CHECK//609 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~MOS£ S HOSTETLER ~ NE ~ ~83£9 WBURG RD NEWBURG PA 172~0-97Z0 BUREAU OF INDIVIDUAL TAXES TNHERTTAHCE TAX DTVTSXON DEPT. 280601 HARRISBURG, PA 17128-0601 HOSE S HOSTETLER 8529 NEWBURG RD NEWBURG COMMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DXSALLO#ANCE OF DEDUCTIONS, AND ASSESSRENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recorc;~d, f?i c ~. of DATE 04 - 28 - 200 $ Re~;~'~'~ cf ~'~"'~" ESTATE OF HOSTETLER ~ ~;;mb DATE OF DEATH 09-28-Z002 FILE NUMBER COUNTY APR 28 P3 ACN 21 03-0282 CUMBERLAND 161-50-5982 02149569 Amoun'~ REV-16~8 EX &FP COl-03) LYDIA HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 H CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-X548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-28-2005 ESTATE OF HOSTETLER LYDIA H DATE OF DEATH 09-28-2002 COUNTY CUMBERLAND FILE NO. 21 05-0282 S.S/D.C. NO. 161-$0-$982 ACN 02149569 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOXNT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0000565609 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-28-1984 Accoun~ Balance 885.40 Percen~ Taxable ~ 0.166 Amoun~ Subjec~ ~o Tax 147.57 Debts and Deductions - .00 TaxabIe Amoun~ 147.57 Tax Ra~e ~ .45 Tax Due 6.64 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID ¢-) PAYMENT MUST BE MADE BY 06-29-200~. TOTAL TAX CREDIT I BALANCE OF TAX DUEI INTEREST AND PEN.I TOTAL DUE I IF PAID AFTER TH/S DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR /NSTRUCTIONS. ) .00 6 .00 6 PURPOSE OF NOTICE: To ~ulfill tha requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (71 P.S. Section 9140). PAYHENT: REFUND (CR): OBJECTZONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF NILLS, AGENT. A refund of a tax credit) which ems not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-l$13). Applications are mvailabla at the Office of the Register of Mills, any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-$61-Z050; services for taxpayers with special hearing and or speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of daductions or assessment of tax (including discount er 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. 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, Bureau of Individual Taxes, ATTN: Post Assessment Reviea 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-ISa1) 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 discount of the tax paid is a11oeed. 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 end of the tax amnesty period. This non-participation penalty is appealable in the same wanner end in the the same time period ms 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 (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated mt a daily rate of .000164. Ali taxes which became delinquent on or after January 1, 198Z ail1 bear interest at a rate ahich ell1 vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Deity Year Rate Factor Year Rate Factor Year Rate Factor 1981 lOX .000548 1987 91 .000247 1999 71 .00019Z 1983 Z6Z .000438 1988-1991 llX .000301 ZOO0 8Z .OOOZZ9 1984 111 .000301 1992 91 .000247 ZOO1 91 .000247 1985 131 .000356 1993-1994 72 .000192 2OOZ 61 .000164 1986 101 .000Z74 1995-1998 91 .000247 ZOO3 51 .000137 --Interest is calculatad ZNTEREST= BALANCE OF as follows: TAX UNPAZD X NUNBBR OF DAYS DELZNGUENT X DAZLY ZNTEREST 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 TNHER/TANCE TAX DZV/STOH DEPT. 280601 HARRISBURg, PA 17128-0601 SARAH 8529 NEWBURG RD NEWBURG COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE F HOSTETLER Ct,'nbedan,a Co., PA NOTICE OF INHERITANCE TAX APPRAISBNENTj ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recoraad. Cffics of DATE 0~-28-2005 · ESTATE OF HOSTETLER Regis~2~ of \~!;li8 DATE OF DEATH 09-28-2002 FILE NUMBER 21 03-0282 COUNTY CUMBERLAND '03 28 P3:02ssN/Dc 161-30-3982 ACM 021~9370 Amoun~ Remi~ed REV-lSd8 EX AFF (01-05) LYDIA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA I7013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-15~8 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTZONS~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 0~-28-2003 ESTATE OF HOSTETLER LYDIA H DATE OF DEATH 09-28-2002 COUNTY CUMBERLAND FILE NO. 21 03-0282 S.S/D.C. NO. 161-30-3982 ACN 021~9370 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0000563609 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-28-198~ Accoun~ Balance 885.~0 Percen~ Taxable X 0.166 Amoun~ Sub~ec~ ~o Tax 1R7.57 Debts and Deduc*ions - .00 Ta×able Amoun~ 1~7.57 Tax Rate X .~5 Tax Due 6.6~ TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF gILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) =AYMENT MUST BE MADE BY 06-29 2003~. AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 6.6q .00 6.6q PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. [72 P.S. Section 9140). PAYMENT: REFUND OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCDUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit eith 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, which was not requested on the tax return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service For forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and or speaking needs: 1-800-q47-30ZO (TT only). Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within slxty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17128-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 eriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISa1) for an explanation of administratively correctable errors. If any tax duo is paid within three (5) calendar months after the decadent's death, a five percent (5Z) 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 penalty 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 eith flrst 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, 198Z bear interest at the rate of six (6Z) percent per annum calculatad at a daily rate of .000164. All taxes which became deIinquent on or after January 1, 198Z wiII bear interest at a rate which will vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. Tho applicable interest rates for 198Z through ZOO3 are: Interest Daily Interest Daily Interest Dally Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .0005q8 1987 9Z .0002~7 1999 7Z .OOO19Z 1983 16Z .000~38 1988-1991 llZ .000301 2000 8Z .000Z19 1984 llZ .000301 1992 9Z .O00Z~7 ZOOl 9Z .000247 1985 132 .000356 1993-1994 7Z .00019Z ZOOZ 6Z .00016~ 1986 102 .00027q 1995-1998 9Z .0002q7 2005 52 .000137 --Interest is calculated as folZoes: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELZNI;IUENT X DAZL¥ ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of tho assessment. If payment is made after tho interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZNDZVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171Z8-0601 NOSE 8329 NEgBURG RD NEgBURG CONNONgEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLOHANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-ID48 EX AFP C01-05) DATE 04-28-2003 ESTATE OF HOSTETLER LYDIA DATE OF DEATH 09-28-2002 FILE NUNBER 21 03-0282 COUNTY CUNBERLAND SSN/DC 161-30-5982 ACN 02149371 Amoun~ RBmi~ed HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOgANCE OR DZSALLOgANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-28-2003 ESTATE OF HOSTETLER LYDIA H DATE OF DEATH 09-28-2002 COUNTY CUMBERLAND FILE NO. 21 03-0282 S.S/D.C. NO. 161-30-398Z ACN 02149571 TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET XNFORMATXON FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0000563609 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TINE CERTIFICATE DATE ESTABLISHED 10-07-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 9,132.98 X 0.166 1,522.19 _ .00 1,522.19 X 68.50 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE gITH YOUR TAX PAYMENT TO THE REGISTER OF gILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF gILLS, AGENT." TAX CRED'rTS: PAYNENT DATE 03-28-2003 RECEIPT NUMBER CD002367 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 68.50 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 68.50 .00 .00 .00 ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZHSTRUCTZONS. ) NOTICE: To fulfill the requirements of Section Zl~O of tho Inheritance and Estate Tax Act~ Act Z5 of ZOO0. (7Z P.S. Section 91~0). PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Rills printed on tho reverse side. -- Make check or money order payable to: REGISTER OF NILLS, AGENT. A refund of a tax credit, ehich mas not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of #ills, any of the Z$ Revenue District Offices or by calling the special Iq-hour answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and or speaking needs: 1-BOO-4qT-30ZO (TT only). Any party in interest not satisfied mith the appraisement, allowance, 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: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171lB-lOll, OR --electing to have the matter determined at the audit of the account of tho personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should bo addressed in mriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, DEPT. lBO601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sss page S 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 dscedent's death, a five percent discount of tho tax paid is allowed. The leg 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. This non-participation penalty is appealable in the same manner and in the the same time period as you mould 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, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of All taxes which became delinquent on or after January l, 198Z mill 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 ZO0~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000S48 1987 9Z .000Z47 1999 7Z .O0019Z 1983 16Z .000438 1988-1991 llZ .000301 2000 8Z .O00Zl9 1984 IIZ .000301 1992 9Z .000247 2001 9Z .000247 19B5 13Z .000356 1993-1994 7Z .O00192 ZOOZ 6Z .000164 1986 XOZ .000274 1995-1998 9Z .000247 2003 SZ .000137 --Interest is calculated INTEREST = BALANCE OF as fallows: TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after tho 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 'rND/VZDUAL TAXES INHERITANC[ TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SARAH 8529 NEWBURG RD NEWBURG CONMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE F HOSTETLER PA 17:~,rk~C · ~ -*:~ ~o~ C ,m bedan Co., PA NOTICE OF INHERITANCE TAX APPRAZSEHENT. ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-~4~ EX AFP ~O~-OS~ R~COfQ~ ~iiC~ ~ DATE 0~-28-Z005 Register of \~ilt~ ESTATE OF HOSTETLER LYDIA H DATE OF DEATH 09-28-2002 FILE NUNBER 21 05-0282 COUNTY CUHBERLAND '03 APR 28 P3:02SSN/DC 161-So-s982 ACN 021~9572 Anoun~ Remi~*ed MAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRA/SEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 0~-28-Z003 ESTATE OF HOSTETLER LYDIA H DATE OF DEATH 09-28-2002 COUNTY CUMBERLAND FILE NO. 21 0~-0282 S.S/D.C. NO. 161-$0-$982 ACN 021~9572 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 000056~609 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-07-1997 Accoun~ Balance 9,152.98 Percent Taxable ~ 0.166 Amoun~ Sub~ec~ ~o Tax 1,522.19 Debts and Deduc~/ons - .00 Taxable Amoun~ 1,522.19 Tax Ra~e ~ .~5 Tax Due 68.50 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-28-Z005 CD002567 .00 68.50 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATZON OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT"(CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 68.50 .00 .00 .00 PURPOSE OF NOTICE= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). PAYMENT: REFUND (CR}: OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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 MILLS, AGENT. A refund of a tax credit, which was nat requested on the tax return, may ba 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 Rills, any of the Z3 Revenue Olstrict Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and or speaking needs: 1-BOO-447-30ZO (TT only). Any party in interest nat satisfied aith the appraisement, alloeance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice amy object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17128-1021, 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. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) 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 (5Z) 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 tho 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 one (1) day from the data of death, to the data of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 wi1! bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Oaparteent of Revenue. The applicable interest rates for 198Z through ZOO3 are: Interest Daily Year Rate Factor 19BI 20Z .0 O OSO,.B 1983 167. .000438 1984 llZ .000301 19B5 137. .000356 1986 IOZ .000274 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD Interest Daily Interest Daily Year Rate Factor Year Rate Factor 1987 97. .000247 1999 7Z .OOOlgZ 1988-1991 IZZ .000301 2000 8Z .000219 1992 9Z .000247 2001 9Z .000247 1993-1994 7Z .000192 ZOOZ 6Z .000164 1995-199B 9Z .000247 2003 SZ .000137 X NUMBER OF DAYS DBLZNQUBNT X DAXLY ZNTEREST 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 /ND/VTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-060! COHHON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT/CE OF XNHERXTANCE TAX APPRAXSEHENT. ALLO#ANCE OR DXSALLOHANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX OH JOXNTL¥ HELD OR TRUST ASSETS HOSE S HOSTETLER *0~ 8529 NEWBURG RD NEWBURG COUNTY SSN/DC REV-l;48 EX DATE 04-28-2005 ESTATE OF HOSTETLER LYDI; DATE OF DEATH 09-28-2002 FXLE NUHBER 21 03-0282 CUHBERLAND 161-30-3982 02149369 Amoun~ HAKE CHECK PAYABLE AND REHZT PAYHEN REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THXS LINE ~' RETAXN LOWER PORTION FOP vnlm *- ~¥:~-~-~--;~--~=--== ............ BUREAU OF TNDTV'rDUAL TAXES INHERITANCE TAX D/v'rs'roN DEPT. 280601 HARRISBURG., PA 17128-0601 SARAH F HOSTETLER 85Z9 NENBURG RD NENBURG PA 17240 COMMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTXCE OF XNHERXTANCE TAX APPRAISEHENT, ALLOHANCE OR DXSALLOHANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOXNTLY HELD OR TRUST ASSETS ,Ev-xs~m Es &FP R.r,~i~::~ _ .ES[&T~i~ HOSTETLER LYDIA ' ~ATE OF DEATH 09-28-2002 FXLE NUMBER 21 05-0282 ¢OUNTY~ CUMBERLAND · :os ACN 02149570 . : Amoun~ Remi~ed MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THXS LINE ~ Ri~v. I e~,_ ....... RETAXN I_~FD D~DT?h~ ~ho vh,~ - Mose & Sarah Hostetler $329 Newburg Rd. Newburg, PA 17240 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. REV-1162 EX(11-96) CD O02511 HOSTETLER MOSE AND SARAH 8329 NEWBURG ROAD NEWBURG, PA 17240 ........ fold ESTATE INFORMATION: SSN: 161-30-3982 FILE NUMBER: 2103-0282 DECEDENT NAME: HOSTETLER LYDIA H DATE OF PAYMENT: 04/30/2003 POSTMARK DATE: 04/29/2003 COUNTY: CUM BERLAND DATE OF DEATH: 09/28/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02149369 $6.64 02149370 $6.64 TOTAL AMOUNT PAID' $13.28 REMARKS: MOSEAND SARH HOSTETLER SEAL CHECK# 625 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS RUSSELL E GAINOR 250 PENNSYLVANIA AVE ENOLA PA 17025 CONNONHEALTH OF PENNSYLVANIA BEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOHANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS 06-03-2005 ~-*.~ .... '~ E~ITATE OF GAINOR BATE OF BEATH 01-16-Z003 FILE NUMBER 21 03-0328 ACN CUMBERLAND 201-16-q983 03105669 Amoun~ Remitted REV-lSd8 EX ~FP COl-OS) HELEN J HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~'- RETAIN LOHER PORTION FOR YOUR RECORDS REV-154B EX AFP NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DXSALLOHANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-03-2003 ESTATE OF SAINOR HELEN J DATE OF DEATH 01-16-2003 COUNTY CUMBERLAND FILE NO. 21 03-0328 S.S/D.C. NO. 201-16-q983 ACN 03105669 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 51qOOZZ191 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-01-1978 Account Balance 2,3q~.07 Percent Taxable X 0.166 Amount Subject to Tax 390.69 Debts and Deductions - .00 Taxable Amount 390.69 Tax Rate X .00 Tax Due .00 TAX CREDITS: 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. MAKE CHECK OR MONEY ORDER PAYABLE TO: **REGISTER OF HILLS, AGENT." PAYMENT RECEIPT DISCOUNT ¢+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREBIT BALANCE OF TAX BUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST." ZF 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. ) .0O .00 .00 .00 PURPOSE OF NOTICE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TI P.S. Section 91qO). PAYNENT: REFUND (CR): OBJECTIONS: ADMZN- ISTRAT/VE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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 was not requested on the tax return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Nills, any of tho Z3 Revenue District Offices or by calling tho special Iq-hour answering service for fores ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and or speaking needs: 1-800-fifiT-30ZO (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 (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171ZD-lOZ1, OR --electing to have the matter determined at the audit oft ha account of the persona! 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. 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 (SI) discount of the tax paid is attowed. 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 penalty is appealable in the same Banner and in the the same tiaa period as you mould 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, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016~. Al1 taxes which became delinquent on ar after January 1, 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicabZe interest rates for 198Z through ZOO3 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z 20Z .000548 1987 9Z .000247 1999 1983 16Z .000438 1988-1991 XXZ .O0030X ZOOO 1984 11Z .000301 199Z 9Z .000Z47 2001 1985 13Z .000556 1993-1994 7Z .00019Z ZOOZ 1986 102 .000274 1995-1998 92 .000247 2003 --Interest is calculated as follows: Interest Daily Rate Factor 7Z .00019Z 8X .000Z19 9Z .000247 6Z .000164 5Z .000137 INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT 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 an the Notice, additional interest must be calculated. '~.. /~-/~/-/~; BUREAU OF TND'rVTDUAL TAXES TNHERTTANCE TAX DTV*rSI*ON DEPT. 280601 HARRISRURG.. PA 17128-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT '03 JUN-2 Al1:18 MOSE S HOSTETLER 8529 NENBURG RD NENBURG PA lf~Pl~- :__.~ .2i DATE 05-19-2005 ESTATE OF HOSTETLER DATE OF DEATH 09-ZS-ZOOZ FZLE NUMBER 21 05-0282 COUNTY CUMBERLAND ACN 021q9569 Amount Remitted REV-~,607 EX AFP COl-OS) LYDZA MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGTSTER OF NTLLS CUMBERLAND CO COURT HOUSE CARL]'SLE, PA 1701:5 NOTE: To insure proper credit to your account, submit the upper portion of th~Ls form with your tax payment. CUT ALONG TH'rS L'rNE ~ RETA'rN LONER PORT'rON FOR YOUR RECORDS ~ REV-Z607 EX AFP (01-03) ~#~ ZNHERZTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF HOSTETLER LYDTA H FZLE NO. 21 0:5-0282 ACN 02169~569 DATE 05-19-2005 THIS STATEMENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHONN BELOt'/ TS A SUMMARY OF THE PR/NC/PAL TAX DUE., APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED ZNTEREST F'rGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: Oq-ZS-2005 PRZNCZPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS CTAX CREDZTS): PAYMENT DATE Oq-Z9-2005 RECEZPT NUMBER DZSCOUNT ¢+) ZNTEREST/PEN PAID C-) CDOOZSll .0O AMOUNT PAZD 6.66 6.6q ZF PAZD AFTER THZS DATE, SEE REVERSE SZDE FOR CALCULAT/ON OF ADDZTZONAL ZNTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), TOTAL TAX CREDZT 6.66 BALANCE OF TAX DUE .00 ZNTEREST 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. -- Tf RESIDENT DECEDENT make check or money order payable to: REGTSTER OF NTLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTN OF PENNSYLVANTA. REFUND (CR): 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¥-1313). Applications are available at the Office of the Register of #ills, any of the Z3 Revenue Oistrict Offices or From the Department's lq-hour answering service for forms ordering: 1-800-$6Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-BOO-q47-$OZO (TT only). REPLY TO: gumstions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZS0601, Harrisburg, PA 171ZS-0601, phone (717) 787-6S05. DISCOUNT: If any tax due is paid within three (~) calendar months after the decadent's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The lBZ 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. 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 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 19BZ 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. Interest Daily Year Rate Factor Year The applicable interest rates For 198Z through ZOO5 are: Interest Daily Interest Daily Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 9Z .000Z47 1999 7Z .O0019Z 1983 161 .000438 1988-1991 llZ .000501 ZOO0 8Z .OOOZX9 1984 llX .000501 199Z 9Z .000Z47 ZOO1 9Z .OOOZq7 1985 13Z .000556 1993-1994 72 .OOOX9Z ZOOZ 62 .000164 1986 lOZ .000274 1995-1998 92 .000247 2003 5Z .000137 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAI'D X NUNBER OF DAYS DELTN~)UENT X DATL¥ TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (lS) 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 INHERITANCE TAX DIVISION DEPT. Z&0601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT Reoo~L~ia:: oi DATE 05-19-2005 Re(ii£t~ ~' ~,/i!~s ESTATE OF HOSTETLER DATE OF DEATH 09-28-2002 FILE NUMBER 210$-OZSZ COUNTY CUMBERLAND ACN OZlq9$70 Amoun~ Rem/~ed '03 JLIN-2 All:lB SARAH F HOSTETLER 85Z9 NEWBURG RD NEWBURG PA 1 ~t~ -'i :, LYDIA H MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~o your account:, submi~ ~he upper por~:Lon of ~his form wL~h your ~ex payment. CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS *~ REV-1607 EX AFP (01-03) ##~ INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF HOSTETLER LYDIA H FILE NO. 21 05-0282 ACN 021q9570 DATE 05-19-2005 THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELOW ZSA 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: Oq-Z8-2003 PRINCIPAL TAX DUE: ......................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 6.6q PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID Oq-Z9-ZO03 CDOOZ51! .00 6.6q ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDZTZONAL INTEREST. { ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" {CR), TOTAL TAX CRED'rT 6.6q BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYHENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address prlntmd on the reverse slde. -- l~f RESTDENT DECEDENT make chock or money order payable to: REGTSTER OF NTLLS, AGENT. -- Tf NON-RESIDENT DECEDENT make check or money order payable to: COHI4ON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was nat requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania /nharitance and Estate Tax" [REV-1315]. Applications are available at the Office of the Register of Rills, any of the Z3 Revenue District Offices or from tho Department's Z4-hour ensnaring service for fores ordering: 1-600-362-2050; services for taxpayers with special hearing and / ar speaking needs: 1-BOO-447-30ZO (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. ZB060i, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid ~ithin three (3) calendar months after the decedant'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 total cf 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 (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after January 1, 198Z w111 bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Year Rate Factor The applicable interest rates for 1962 through 2005 are: Interest Daily Interest Year Rate Factor Year Rate Daily Factor 1982 ZOZ .000548 1987 92 .000Z47 1999 72 .00019Z 1985 162 .000438 1988-1991 llZ .000501 ZOO0 8Z .000219 1984 11Z .000501 199Z 9~ .000247 2001 9Z .000Z47 1985 132 .000356 1995-1994 7Z .O0019Z ZOOZ 6Z .000164 1986 10~ .000274 1995-1998 9~ .000Z47 ZOO5 5Z .000157 --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 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.