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HomeMy WebLinkAbout05-27-12 Register of Wills & Recorder of Deeds County of Adams 117 Baltimore Street, Room 102 Gettysburg, PA 17325 Phone (717) 337-9826 Fax (717) 334-1758 Linda KMyers -Register & Recorder - lmversna,adamscountv.us Linda A. Barbour -Deputy Register & Recorder - Ibarbour(~adamscountv.us March 26, 2012 Glenda Farner Strasbaugh, Register Cumberland County Register of Wills 1 Courthouse Square Room 102 Carlisle, PA 17013 Re: Estate ofAlexine M. Hikes ~ File No. 2111-0557 Dear Ms. Strasbaugh, ~ 0 ~ rv ~ z, ;-r, -., ~- ~. ~~~ ~ N ,w ~ ti- nUj~ ~I ,~ r , :y-, c~o~; ~ ~ == c=.~ n ~ ~~ 0 ~ 0 Our office received a correspondence from the Pennsylvania Department of Revenue dated, March 20, 2012 requesting our office to forward all original Inheritance Tax documents on to your County; due to the fact that, the decedent resided in Cumberland County. Enclosed are all original documents that have been filed for this estate since May 19, 2011 when the estate file number was issued. If you should have any questions or concerns, feel free to contact me. Enclosures r Pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES o~.l- 1/_.55 Telephone 717 787-8327 March 20, 2012 MS LINDA K MYERS REGISTER OF WILLS ADAMS COUNTY COURTHOUSE 117 BALTIMORE ST RM 102 GETTYSBURG, PA 17325-2398 Dear Register of Wills: Re: Estate of ALEXINE M HIKES File Number: 2111-0557 County: CUMBERLAND Date of Death: 04/11/11 The subject decedent legally resided in CUMBERLAND County as of the date of death. Accordingly, you are authorized to cancel file number 0111-0197. All matters concerning this estate should be maintained under CUMBERLAND County File Number 2111-0557. All original Inheritance Tax documents for the subject decedent should be forwarded to the CUMBERLAND County Register of Wills; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. Please contac~pe at the telephone number above if you have any questions. Laurel Fulmer, Supervisor Inheritance Tax Division Department of Revenue 1 PO Box 2806011 Harrisburg, PA 17128 1717.787.8327 I www.revenue.state.pa.us FILED. _ _ _ _ _ _ __ _. _~, . ~(- //--,5~7 COMMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE INFORMATION NOTICE FILE NO. O1 ~~•O1q~ BUREAU OF INDIVIDUAL TAXES AND PO BOX 280bD1 ACN 11501030 HARRISBURG PA 171za-osBl TAXPAYER RESPONSE DATE 05-16-2011 F I L E D TYPE OF ACCOUNT EST. OF ALEXINE G HIKES ^ SECURIrv MAY 1 g11 s.s. xo. © SEC ACCT DATE OF DEATH 04-11-2011 ^ sTOCK pp~~,d COUNTY ADAMS ^ BONDS R ~tf' ra REMIT PAYMENT AND FORMS TD: M K PETYAK REGISTER OF WILLS 194 RIDGE HIL ROAD 117 BALTIMORE ST RM 102 MECHANICSBURG PA 17050 GETTYSBURG PA 17325 EDWARD JONES has provided the Dopertaent with the inforaation listed below which has boon used in cslculating the potential tax due. Their records indieeks that at tM death of the above decadent, you were a Denef iciarv of this asset. If you foal this inforaation is incorrect, please obtain written correction frw the transfer agent, attach a copy to this fon antl return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Cwaonwealth of Pennsylvania. Questions ^aY be answered by calling C717) 787-8327. COMPLETE PART 1 BELOW f[ * ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 790-10541-1-4 DOD Valuation Percent Taxabl• Amount Subject to Tax Tax Rata Potential Taz Dua 66,244.22 X 33.333 22,081.19 x .045 To insure proper credit to your account, two C2) copies of this notlce oust accoapany your payaent to the Reoistar of'Wills. Make check payable tos ^Ragistar of Wflls. Agent". NOTES If tax payaents ors aade within three C3) aonYhs of tM decedent's data of death, you aaY deduct 3seoun of the tax tlue. .~ M AM+ inheritance ue wi beeoae delinquent nine C9) aonYhs after the date of death. A. ~he above inforaation and tax due is correct. You aay choose to rsait payaent to the Ragistar of Wills with two copies of Chia notice tc obtain CHECK a discount or avoid interest, or You aay check box ^A^ and return this notice to the Reoistar of C ONE ~ Wills and an official assessrent will be issued by the PA Departaent of Revenue. BLOC K B. ~ Tha above asset has been or will be repgrted and tax paid with the Pennsylvania Inheritance Tax return ONLY to 6e filed by the decedent`s ravresentative. C. The above inforwation is incorrect and/or debts and deductions ware paid by You. You gust ewolet• PART ^2 and/or PART ^3 below. PART If you Sndlcate a diffaront tax rata. please state your © relationship to doeedent: TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSETCS~ LINE 1. DOD Valuation 1 2. Percent Taxabl• 2 X 3. Amount Subject to Tax 3 4. Debts and Deductions 4 5. Amount Taxable 5 6. Tax Rate 6 x 7. Tax Duo 7 PART DEBTS AND DEDUCTIONS CLAIMED . LAIE!"- DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under psnaltios of pariury,.I declare that the facts I have reported above are true, eorroct and GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information submittal by the transfer agent. 2. Ihheritance tax becomes delinquent nine months after the decedent's date of death. 3. Assets held by a decedent "Sn trust for" another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the inforaation and. computation in the notice are correct and de ductions .are. not being claiaed. vlace an "X" in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and subait them 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 (Fora REV-1548 EX) upon receipt of the return frog the Register of Wills. Do not use the envelope provided. 2. BLOCK B - If the asset specified on this notice has been or will be reported and tex paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative. vlace an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one covv and return to the PA Department of Revenue. Bureau of Individual Taxes, Devt 280601. Harrisburg, PA 17128.0601 in the envelope provided. 3. BLOCK C - If the notice information is incorrect and/or deductions are being claiaed, check block "C" and complete Parts 2 antl 3 according to the instructions below. Sign two copies end subait then with your cheek for the amount of tax Deyable to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Fora REY-1546 EX) upon receipt of the return frog the Register of Wills. Do not use the envelope provided. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the total balance of the account including interest accrued to the date of death. 2. The percent taxable assets owned by the decedent but held in trust for or payable to another individual(s) [beneficiaries): 1 DIVIDED BY TOTAL NUMBER OF BENEFICIARIES X 100 • PERCENT TAXABLE Exempla: Assets registered in the name of the decedent in trust for two other persons... 1 DIVIDEb BY 2 (BENEFICIARIES) _ .50 X 100 = 50% [TAXABLE FOR EACH BENEFICIARY) 3. The amount subject to tax Cline 4) is determined by multiplying the account balance Cline 2) by the percent taxable Cline.3). 4. Enter the total of the debts and deductionslisted in Part.3'. 5. The amount taxable (line 6) fs determined by subtracting the debts and deductions Cline 5) from the amount subject to tax (line 4). 6. Enter the appropriate tax rate (line 7) as determined below. A. For dates of death occurring attar 6/30/94, the tax rates for transfers to spouses are as follows: 1. Dates of tleath on or after 7/1/94 and before 1/1/95 the rate is 3%. 2. Dates of death on or after 1/1/95 transfers to spouses will be taxed at 0% tax rate. Note: For dates of death prior to 7/1/94 transfers to spouses are taxable at 6Y.. B. Transfers to lineal descendants including father, mother, son, daughter, grandchildren, son-in-law, daughter-in-law, stepchild and their issue are taxable at six percent C6%). A date of 7/1/2000 and after era taxable at four and a half percent C4.5%) . C. 7ransfera to siblings will be taxed at twelve percent (12%) for dates of death on or after 7/1/2000 . D. Transfers to all others including Uncle, aunt, nephew, and niece are taxable at fifteen portent (15%). E. For dates of death on or after 7/01/2000, transfors from a child (age 21 or an de r) to a natural parent, adopted parent or Step-parent are taxable at OY.. F. If youchange the tax rate, please specify your relationship to the decedent in the area provided. 7. 7h• amount of tax due dine 8) is determined by multiplying the amount taxable (line 6) by the taz rate (line 7). CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAINED Allowable debts and deductions are determinetl 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 items. B. You actually paid the debts after death of the decedent and can furnish proof of payment. C. Debts being claimed must ba itemizedfully in Part 3. If additional space is needed, use plain paper 8 1/2" x 11". Proof of payment may be requested by the PA Department of Revenue. COMMONWEALTH OF PENNSYlYAN1A DEPARTMENT OF REVENUE suaewu o~ aomouw~ rnxes DEPT.280801 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No~AD000103 REV-1182EXf1F861 RECEIVED FROM: M KAREN PETYAK ACN ASSESSMENT CONTROL NUMBER 11501030 Attorney: UNASSIGNED UNASSIGNED ESTATE INFORMATION: FILE NUMBER 0111-0197 SSN NAME OF DECEDENT (LAST) (FIRST) (MI) HIKES ALEXINE G DATE OF PAYMENT 0511912011 POSTMARK DATE 05/18/2011 COUNTY Adams DATE OF DEATH 04/11/2011 REMARKS 2011-00000442 ... SEAL ,. ~ >r ~ . ~ ` m S 4 ~' F . ~` ~~ 1 " ~ ~ w .n q F I"i ~'~ti ~~ irr:' ~ ,1 ~ ',r ~ x a ..., A ~ e r, l t ~.v Y ~ 6 r "~ ia~e sr~ i,=. d~,~ l ~~ E 1 J~'... 0 .. 4 '^; • " ~ ~q~Y q~' . . TAXPAYER AMOUNT $943.97 TOTAL AMOUNT PAID $943.97 COMMDNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIYIDUAL TAXES PD BDX 280601 HARRISBURG PA 17128-0601 INFORMATION NOTICE FILE NO.O111- U19~1 AND ACN 11501028 TAXPAYER RESPONSE DATE 05-16-2011 REV-15651 +FP (]-1/) TYPE OF ACCOUNT MAY 11 EST. OF ALEXINE G HIKES ^ SECURITY $•$, yrD, ® SEC ACCT ~ DATE OF DEATH 04-11-2011 ^ sTOCX an COUNTY ADAMS ^ BONDS REMIT PAYMENT AND FORMS TD: DALE J NIKES REGISTER OF WILLS 350 DOGWOOD CIRCLE 117 BALTIMORE ST RM 102 RADCLIF KY 4 b0 GETTYSBURG PA 17325 EDWARD JONES has provided the Deoartaent with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decadent, you were a beneficiary of this asset. If you feel this information is incorrect, please obtain written correction frog the transfer spent, attach a copy to this fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions ^av be answered by calling (717) 787-8327. + COMPLETE PART 1 BELOYI ~ ~ * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 79 0-1054 1-1-4 To insure proper credit to your account, two C2) copies of this notice oust accpmparo your caym°nt to the Register of Wills. Make check DOD Valuation 66,244. 22 Dayable to: "Rapister of Wills. Agent". Percent Taxable X 33 .333 NOTE: If tax payments are made within three A610Unt Subject to TiX 22 s 081 • 19 I3] months of the decedent's date of death, 0 4 5 you ^sy deduct a 5x discount of the tax due. Tax Rata X . Aro inherltance tmc due will Oecome dolinauent Potential Tax Dua 993 .65 nine C9) months after the date of death. A. ~TM above information and tax due is corm ct. 1. You may choose to resit payment td the Rapister of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or You say cheek box "A" and return Lhis notice to the Rapister of C 0 NE ~ Wills and an official assessaent will be issued by the PA Department of Revenue. BLOCK B. ~ The above asset has been or will De reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the decedent's representative. C. The above information is incorrect and/or debts end deductions were paid by you. You mu St complete PART O and/or PART ~3 below. PART If you indScate a different tax rate, please state Your © re latlo reship to decedent: TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSET(S) LINE 1. DOD Valuation 1 2. Portent Taxable 2 X 3. Amount Subjecb to Taz 3 4. Debts and Deductions 4 5. Amount Taxable 5 6. Tax Rate 6 X 7. Tax Duo 7 PART DEBTS AND DEDUCTIDNS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on lino 5 of Tax Computation] a Und penalties of Der9 I declare that the facts I have reported above era true, correct and comple~e bast of wledpo and belief. HOME C ) WORK C~O~ /r,~7/ _~// TAXPAYER SIGNATURE TELEPHONE NUMBER DAT GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable. interest 6asetl on information submitted by the transfer agent. 2. Inheritance tax becomes delinquent nine months after the tlecedent's date of death. 3. Assets 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 and computation in the notice are correct and deductions are not being claimed, place an "X" in block "A" of Pert 1 of the ''Taxpayer Response" section. Sian two copies and submit thew with your chock 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-1548 EX) upon receipt of the return from the Register of Wills. Do not use the envelope provided. 2. BLOCK B - If the asset spat if ied on this notice has been or will be reported and tax Daid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one coon and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept 288681, Harrisburg, PA 17128-0601 in the envelope vrovided. 3. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, cheek block "C" and complete Parts 2 and 3 according to the instructions below. Sian two copies and submit them with your check for the amount of tax payable to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 IX) upon receipt of the return from the Register of Wills. Do not use the envelope provided. LINE TAX RETURN- PART 2 - TAX COMPUTATION 1. Enter the total balance of the account including interest aceruetl to the date of death. 2. The percent taxable assets ownetl by the decedent but held in trust for or payable to another individual(s) Ibanefieiaries): 1 DIVIDED BY TOTAL NUMBER OF BENEFICIARIES X 100 PERCENT TAXABLE Example: Assets registered in the name of the decedent in trust for two other parsons... 1 DIVIDED BY 2 (BENEFICIARIES) _ .50 X 100 = 50% (TAXABLE FOR EACH BENEFICIARY) 3. The amount subject to tax (lino 4) is determined by multiplying the account balance Cling 2) by the percent taxable Cline 3). 4. Enter th• total of the' debts and deductions listed in Part 3. 5. The amount taxable Cline 6) is determined by subtracting the debts and deductions Cline 5) from the amount subject to tax (lino 4). 6. Enter the appropriate tax rate Cline 7) as determined below. A. For dates of death occurring after 6/30/94, the tax rates for transfers to spouses are as follows: 1. Dates of death on or after 7/1/94 and before 1/1/95 the rate is 3%. 2. Dates of death on or after 1/1/95 transfers to spouses will be taxed at 0% tax rate. Note: For dates of death prior to 7/1/94 transfers to spouses are taxable at 6%. B. Transfers to lineal descendants including father, mother. son, daughter, grandchildren, son-in-law, daughter-in-law, stepchild and their issue are taxable at six percent [6%). A date of 7/1/2000 and after are taxable at four and a half percent I4.5Y.) . C. Transfers to siblings will b• taxed at twelve percent C12%) for dates of death on or after 7/1/2000 . D. Transfers to all others including Uncle, aunt, nephew, and niece are taxable at fifteen percent C15%). E. For dates of death on or after 7/O1/20D0, transfers from a child (age 21 or under) to a natural parent, adopted parent or step-parent era taxable at OY.. F. If you change the tax rate, please specify your relationship to the decedent in the area Provided. 7. Tha amount of taz due Cline 8) is determined by multiplying the amount taxable Cline 6) by the tax rate Cline 7). CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions are determined as follows: A. You legally. are rosponsible for payment, or the estate subject to administration by a personal representative is insufficient to pay the deductible Stems. 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 Pert 3. If adtlitional space is needed. use plain paper 8 1/2" x 11". Proof of payment may be requested by the PA Department of Revenue. _ _ ___. _ _ ~(-r(~t5`~` 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE L1URlAU OF INOIVIWAL TwxEi PENNSYLVANIA DEPT.260601 INHERITANCE AND ESTATE TAX No AD000106 "~"-"~~""~~ HARRISBURG, PA 17128-0601 . OFFICIAL RECEIPT RECEIVED FROM: DALE J HIKES Attomev: UNASSIGNED UNASSIGNED ESTATE INFORMATION: FILE NUMBER 0111-0197 SSN: NAME OF DECEDENT (LAST) (FIRST) (Mq HIKES ALEXINE G DATE OF PAYMENT 05/20/2011 POSTMARK DATE 05/17/2011 couNTY Adams DATE OF DEATH 04!11 /2011 1 REMARKS '' y'" , Y~ 2011-00000445,, ~"`' . ,~ ! ~~;~ ,~, SEAL ,h~ ,~~~~~ , :«:, ,~~~„^,, '~ 4..k !! r ~ ~r~ Y`i ~ ~ +t ; y ~~ fd h --~~l~;Ty ~.ix ' ~ t. Y ' ~v ,t,y~ }~~ 1na~ ~ ~ i S Y4- ~~r~~ 4~~ '~~. ~a $ r~Y '~"~ ~'~ ' v~ ~ ~ ( ~ yy ( ~.y~.y , °i x~ ..'\~I i '~b+f 1 ~ F + + }~ Y1'+'~j kFY{: Imo''` C. !r 4 ' x yN~ /ry g,+C ~ L x ~ s ~L . ('y ' ~ vy ~ : 1 ,,,,.JJ M"r+'~ i Y tl . , ,~' '. y .q ... ACN ASSESSMENT AMOUNT CONTROL NUMBER 11501026 $993.65 I ' TOTAL AMOUNT PAID $993.65 TAXPAYER BY K. CDMMDNdEALTH Df PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AN D Po Box zaosol HARRISBURG PA 17128-osol TAXPAYER RESPONSE REY-1563, 3FP (]-30) FILE N0. O1 ~ ~-Q~at"'~ ACN 11501029 DATE 05-16-2011 TYPE OF ACCOUNT EST. OF ALEXINE G HIKES ^ SECURITY JUN 0 ~~ $.$. NO. ® SEC ACCT DATE OF DEATH 04-11-2011 ^ srocK COUNTY ADAMS ^ BONDS ~ REMIT PAYMENT AND FORMS T0: YANCE H KES REGISTER OF WILLS 171 S HAY EET 117 BALTIMORE ST RM 102 GETTYSBURG PA 1 32 GETTYSBURG PA 17325 EDWARD JONES hss Drovidad the Departwent with the inforwation listed below which hss boon used in caltulatine eha potential tax due. Their records indicate that at the death of the above dacetlant, you ware a beneficiary of this assaL. If you foal this inforwation is incorrect, pleess obtain written correction frw the transfer agent, attach a copy to this ion end return it to the above atltlress. This account is taxa6la in aeeordanee with the Inheritance Tax Laws of the Cowwonwealth of Pennsylvania. Questions way be agsw.ared by Calling (717) 787-BS27. _. _ _. COMPLETE PART I BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 79 0-10541-1-4 Ta insure proper credit to your aetount. two I2) topics of this notiu wust accowpany your paywent to the Resister of Wills. Mak• check DOD Valuation 66,244.22 payable to: "Register of Wills, Aoent". Portent Taxable X 33.333 NDTEa If Lax payunts are wade within throe Amount Subject to Tax 22,p81.19 I3) wonths of the decedent's date of death, Taz Rata x . 0 45 you w~. deduct a 5X discount of the tax due. ArN inheritance tmc duo will becowe tlelinquent Potential Tax Due 9 9 3. 6 5 nine (9) wonths attar tna date of death. PART TAXPAYE RESPONSE A. 1 ViTha above intonation and tax due is correct. LJ 1. Vou way choose to rawit psywant to Lhe Raaistar of Wills with Mo copies of this notice to obtaln C H E C K a discount or avoid interest, or You way chock boot "A" antl return this notice to the Reglster of 0 NE Wills antl an official assesswent will be issued by the PA Dapartwent of Revenue. BLOCK B. ~ The above asset has bean or will be reported antl tax paid with the Pennsylvania Inharitanca Tax return ONLY to be filed by the decedent`s reprasentativa. C. The above inforwation is incorrett and/or debts and detluetions were paid by you. You wust cowplete PART ^2 and/or PART ~ below. PART If You indicate a different tax rate, pleas` state your © relationship to decadent: TAX RETURN - COMPUTATION OF TAX ON ABOYE ASSETCS~ LINE 1. DOD Valuation 1 2. Percent Taxable 2 X 3. Amount Su6~ect to Tax 3 4. Debts and Detluctions 4 - 5. Amount Taxable 5 6. Tax Rata 6 X T. Tax Due 7 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under pen lties of perjury, I dada re that the facts I have reported above a~r{• true, correct and c mplet11 tilth~bast of my knowledge and belief. HOME C~1~7 )~3~ V~C.7 w_fl l.1 .'llJ. WORK C~17 )Z~~ ~.OS7 ..22~ ~~_u..~I GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information submitted by the transfer agent. 2. Inheritance tax becomes delinquent nine months after the decedent`s date of death. 3. Assets held by a decadent "in trust for" another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the inforaation and eoaputation in the notice are correct and deductions are not being claiaed, place an "X" in block "A" of Part 1 of the "TexDeyer Response" section. Sign two copies and subait then with your check for the eaount of tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessaent fFora REV-1548 IX) upon receipt of the return from the Register of Wills. Do not use the envelope provided. 2. BLOCK B - 1f the asset specified on this notice has been or will be reported and tax veld with the Pennsylvania Inheritance Tax Return filed DY the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one copy and return to the PA Departaent of Revenue. Bureau of Individual Taxes, Dept 280601, Harrisburg. PA 17128-0601 in the envelope provided. 3. BLOCK C - If the notice inf creation is incorrect and/or deductions are being claimed, cheek block "C" and coeplete Parts 2 and 3 according to the instructions below. Sign two copies and subwit then with your cheek for the amount of Sax payable to the Register of Wills of the county indicated. Tha PA Departaent of Revenue will issue an official assessaent fFo rm REV-1548 IX) upon receipt of the return frog the Register of Wills. Do not use the envelope provided. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the total balance of the account including interest accrued to the date of death. 2. The portent taxable assets owned by the decedent but hold in trust for or payable to another individual(s) (beneficiaries]: 1 DIVIDED BY TDTAL NUMBER OF BENEFICIARIES X 100 = PERCENT TAXABLE Example: Assets registered in the name of the decedent in trust for two other versons... 1 DIVIDED BY 2 (BENEFICIARIES) _ .50 X 100 = 50% (TAXABLE FOR EACH BENEFICIARY) 3. The amount subject to tax Cline 4) is determined by multiplying the account balance Cline 2) by the percent taxable Cline 3). 4. Enter the total of the debts and deductions listed in Part 3. 5. The amount taxable Cline 6) is determined by subtracting the debts and deductions Cline 5) from the amount subject to tax (line 4). 6. Enter the appropriate tax rate Cline 7) as determined below. A. For dates of death occurring after 6/30/94, the tax rates for transfers to spousos are as follows: 1. Dates of death on or after 7/1/94 and before 1/1/95 the rate is 3%. 2. Dates of death on or after 1/1/95 transfers to spousos will be taxed at OY. tax rate. Note: For dates of death prior to 7/1/94 transfers to spouses are taxable at 6%. B. Transfers to lineal descendants including father, mother, son, daughter, grandchildren, son-in-law, daughter-in-law, stepchild and their issue are taxable at six percent C6Y.). A date of 7/1/2000 and after are taxable at four and a half portent C4.5%) . C. Transfers to siblings will be taxed at twelve percent C12%) for dates of death on or after 7/1/2000 . D. Transfers to all others including Uncle, aunt, nephew, and niece are taxable at fif teen percent (15Y.). E. For dates of death on or after 7/01/2000, transfers from a child Cage 21 or under) to a natural parent, adopted parent or step-parent are taxable at OY.. F. If you change the tax rate, please specify Your relationship to the decedent in the area prowl da tl. 7. Tha amount of tax due (lino 8) is determined by multiplying the amount taxable Cline 6) by th• tax rate (line 7). CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions era determined as follows: A. You legally are responsible for payment, or the estate su6joct to administration by a personal repres•ntativa is ihsuffiei®nt to pay the deductible items. B. You actually paid th• debts after death of the decadent and can furnish proof of payment. C. Debts being claimed must ba itemitedfully in Part 3. If additional space is needed, use plain paper 8 1/Z" X 11". Proof of payment may be requested by the PA Department of Revenue. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~UR~AII O~ INDIVIDUAL TAXEi DEPT.260601 HARRISBURG, PA 17128.0601 RECEIVED FROM: VANCE H HIKES Attorney: UNASSIGNED UNASSIGNED ESTATE INFORMATION: FILE NUMBER 0111-0197 NAME OF DECEDENT (LAST) (FIRST') {Mq HIKES ALEXINE G DATE OF PAYMENT 06!09/2011 POSTMARK DATE 06708/2011 couNTr Adams DATE OF DEATH 04/11 /2011 ~II~ if-55~ No.AD000139 aev-"ezEx"'.~' ACN ASSESSMENT AMOUNT CONTROL NUMBER 11501029 $943.97 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TOTAL AMOUNT PAID TAXPAYER RECEIVED IyerS Wills ~. _ _ _ _ 021-~ 11-.55 ~ BUREAU OF INDIVIDUAL TAXES NOTICE OF INBERITANCB TAX INHERITANCE TAX D1V1sIDH APPReISF.NENT ALLONANC6 OR DISALLONANCE pennsylvarna ~ PO BOX 280601 OF DEDUCTION) ANDSNENT OF TAX ON HARRISBURG, PA 17128-8601 SECURITY A BELD IN DEPARTMENT OF REVENUE BENEFICIARY FORK a¢v-isasA r.» uz-~o> DATE 06-13-2011 ESTATE OF HIKES ALEXINE G DATE OF DEATH 04-11-2011 FILE NUMBER O1 11-0197 COUNTY ADAMS SSN/DC M K PETYAK ACN 11501030 194 RIDGE HILL ROAD APPEAL BY DATE:08-12-2011 MECHANICSBURG PA 17050 (See reverse sideuxderObjections) Amount Remitted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 117 BALTIMORE ST RM 102 GETTYSBURG PA 17325 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F ~w~~i~~~~~~~~~~r~~~~~~~~~~~~~~~~~~~~~~~~~~~w~~~~~~w~~~~~~~~~~~~~~~~~~~~r~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ REV-1648A AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AHD ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 06-13-2011 ESTATE OF:HIKES ALEXINE G DATE OF AEATH:04-11-2011 COUNTY: ADAMS FILE NO.: O1 11-0197 S.S/D.C. NO.: 186-36-6777 ACN: 11501030 TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: EDWARD JONES ACCOUNT NO.: 790-10541-1-9 TYPE OF ASSET: I ) SECURITIES (X SECURITY ACC ( ) STOCK I ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 66>244.22 X 0.333 22,081.19 .00 22,081.19 X .045 993.65 NOTE: TO ENSURE 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 05-18-2011 ADD00103 49.68 943.97 TOTAL TAX PAYMENT 993.65 BALANCE OF TAX DUE .00 JUN 2 0 2011 INTEREST AND PEN. .00 TOTAL DUE .00 ~j ,, Register and Recorder ^ IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PURPOSE OF NOTICE: To fulfill the requireaents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this notice and subait with your payaent to the Register of Wills printed on the reverse sitle. Make check or aonev order vayable to: Register Of Wills. Agent. REFUND CCR): A refund of a tax credit, which was not requested on the tax return, way be requested by casvleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications are available frog the Departaent's Web site at www.revanue.state.pa.US, any Register of Wills or Revenue District Office or from the Devartaent's 24-hour answering service: 1-SBO-362-2050; services for taxvayers with special hearing and/or speaking needs: 1-800-447-3020 CT7 only). OBJECTIONS: AM, party in interest not satisfied with the appraisesent. allowance or disallowance of deductions or assessaent of tax Cincludinp discount or interest) as shown on this notice say obdeet within 60 days of the date of receipt of this notice bv: A) Protest to the PA Departaent of Revenue, Board of Appeals by filing a vrotest online at www.boardofapyeals.state.pa.us on or before the 60-day appeal period expires. In order for an electronic protest to be valid, you lust receive a confiraetion nusber and processed date frog the Board of Appeals Web site. You way also send a written protest to: PA Departaent of Revenue, Board of Appeals, PO Box 281021, Harrisburg, PA 17128-1021. Petitions eay not be faxed; or B) Elect to have the setter deters fined at the audit of the personal reoresnntative account; or C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessaent should be addressed in writing to: PA Departaent of Revenue, Bureau of Individual Texas, ATiN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128.0601 or call C717) 787-6505. See Pape 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" (REY-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is void within three calendar sonths of ter the decedent's death, a five percent discount of the tax paid is allowed. INTEREST: Interest is charged beginning with first day of delinquency or nine sonths and one day from the date of death to the date of payaent. Taxes which became delinquent before Jan. 1, 1982. bear interest at the rate of six vercent per annul calculated at a dai lv rate of 0.000164. All taxes which became delinquent on or after Jan. 1, 1982. will bear interest at a rate which varies frog year to year with the rate announced by the PA Departaent of Revenue. Rates for 1982 through 2006 can b• found in the Pennsylvania Resident Instruction Booklet CREV-1501), the Pennsylvania Non-resident Instruction Booklet (REV-1736) or an the Departaent of Revenue Web site www.revenue.stat•..pa.us. The avvlicable interest rates for 2007 through 2011 are: Interest Deily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2007 8X .000219 2008 7X .000192 T009 5Y. .000137 2010 4X .000110 2011 3X .000082 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the assessaent. If payaent is lade after the interest cowputation date shorn on Lhe notice. additional interest lust be calculated. __ _ ___ BUREAU OF INDIVIDUAL TAXES NOTICE OF INBERITANCETAX INHERITANCE TAX DIVISION APPRAISBNENT ALLOIIANCE oR DISSLLORANCE pennsylva rna ~ PO BOX 280601 OF DEWICTION~ AND A$SESSNFNT DF TAX ON FIARRISBURG, PA 17128-0601 BECDReIpIvIpMACCO•URfNTSMYBpERtLD IN DEPARTMENT OF REVENUE pL.E,ic aCIORY rYRrt REY-154M PFR <1Y-10) DATE 07-04-2011 ESTATE OF HIKES ALEXINE G DATE OF DEATH 04-11-2011 FILE NUMBER O1 11-0197 COUNTY ADAMS SSNlDC DALE J HIKES 350 DOGWOOD CIRCLE RADCLIF KY 40160 ACN 11501028 APPEAL BY DATE: 09-02-2011 (See reverse side under Objections) Amount Reritted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 117 BALTIMORE ST RM 102 GETTYSBURG PA 17325 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~'-' REV-1548A AFP (12-10) NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 07-04-2011 ESTATE OF:HIKES ALEXINE G PATE OF DEATH: 04-11-2011 COUNTY: ADAMS FILE NO.: O1 11-0197 S.S/D.C. NO.: 186-36-6777 ACN: 11501028 TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: EDWARD JUNES ACCOUNT NO.: 790-10541-1-9 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 66,244.22 X 0.333 22,081.19 - .00 22.081.19 X .045 993.65 NOTE: TO ENSURE 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 05-17-2011 AD000106 ~ ' ~ 49.6D8 993.65 JUL R eco TOTA TAX PAYMENT 1,043.33 BALAN E OF TAX DUE 49.68CR T EST AND PEN. .00 TOTAL DUE 49.68CR ^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PURPOSE OF NOTICE: To fulfill the re4uirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S. Section 9140). PAYMENix Detach the toD portion of this notice and submit with your Deyment to the Register of Wills printed on the reverse side. Make chock or money order payable to: Register Of Wills, Agent. REFUND (CR)x A refund of a tax credit, which was not requested on the tax return, ^ay be requested by eowpleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax•' CREV-1313). Avplications era available fror the Department's Web site at www.revenue.state.pa.us. anY Register of Wills or Revenue District Office or frw the Department's 24-hour answering service: 1-800-367-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Anv party in interest not satisfied with the apprai Bement, allowance or disallowance of deductions or assessment of tax (inclutline discount or iota rest) as shown on this notice way object within 60 days of the date of receipt of this notice by A) Protest to the PA Department of Revenue. Board of Appeals by filing a protest online at www.boardofapPeals.state.pa.us on or before the 60-day avpeal period expires. In order for an electronic protest to be valitl, You must receive a confirmation number and processed date iron the Board of Appeals Web site. You maY also send a written Drotest to: PA Department of Revenue. Board of Appeals. PO Box 281021. Harrisburg, PA 17128-1021. Petitions may not be taxed; or B) Elect to have the matter determined at the audit of the personal representative account; or C) Appeal to the Orphans' Court. ADMIN- SSiRATIYE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, A7TN: Post Assessment Review Unit, PO Box 280601, Narrisbu rg, PA 17128-0601 or call (717) 787-6505. See Pape 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1503) for an explanation of administratively correctable errors. DISCOUNTx If arty tax due is void within three calendar wonths after the decedent's death, a five percent discount of the tax paid is allowed. INTEREST: Interest i5 charged beginning with first day of de linquencr or nine months and one day from the date of death to the date of payment. Taxes which became delinquent before Jan. 1, 1982, bear interest at the rata of six percent per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on or after Jan. 1, 1982, will bear interest at a rate which varies from year to year with the rate announced by the PA Department of Revenue. Rates for 1982 through 2006 can be found 3n the Pennsylvania Resident Instruction Booklet (REY-1501), the Pennsylvania Non-resident Instruction Booklet (REY-1736) or on the Department of Revenue Web site www,revenue.state.pa.us. The applicable interest rates for 2007 through 2011 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2007 BY. .000219 2008 7X .000192 2009 5X .000137 2010 4Y. .000110 2011 3Y. .000082 Interest is calculated es follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the tlate of the assessment. If payment is Wade after the interest ewputation date shown on the notice, additional interest must be calculated. ,,~/ - ll- 5 5'7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO 60X 280601 HARRISBURG. PA 17128-0601 VANCE H HIKES 171 S HAY STREET GETTYSBURG NOTICE OF INBERITANCB TAX ArPRAISElIENT ALLONANCE OR DISALL011ANCE pennsylvarna OF D®UCTION~ AND ASSESSMENT ~ TAX ON ~ 2-- 'E DEPARTMENT OF REVENUE SECUHI Y ACCOUNTS BELD IN BENBFICIARY FORN vcv-, ueA ecv <,z-.o, DATE 07-D4-2011 ESTATE OF HIKES ALEXINE G DATE OF DEATH 04-11-2011 FILE NUMBER O1 11-0197 COUNTY ADAMS SSN/DC ACN 11501029 APPEAL BY DATE: 09-02-2011 PA 17325 (See reverse side under Objections) Amount Reritted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 117 BALTIMORE ST RM 102 GETTYSBURG PA 17325 CUT ALONG THIS LINE "- RETAIN LOWER PORTION FOR YDUR RECORDS a- REY-1548A AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: D7-04-2011 ESTATE OF:HIKES ALEXINE G DATE OF DEATH: 04-11-2011 COUNTY: ADAMS FILE NO.: O1 11-0197 S.S/D.C. NO.: 186-36-6777 ACN: 11501029 TAX RETURN WAS: CX) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: EDWARD JONES ACCOUNT NO.: 790-10541-1-9 TYPE OF ASSET: C ) SECURITIES (X SECURITY ACC C ) STOCK ( ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 66,244.22 X 0.333 22,081.19 - .DO 22,081.19 X .045 993.65 NOTE: TO ENSURE 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 T0: "REGISTER OF WILLS. AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+~ INTEREST/PEN PAID (-) AMOUNT PAID FILED JUL 0 2 1 Regi er and rder PAYMENT MUST BE M~DE BY 01-12-2012*.~ TOT L TAX PAYMENT .00 AL CE OF TAX DUE 993.65 REST AND PEN. .00 TOTAL DUE 993.65 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PURPOSE OF NOTICE: To fulfill the requi recants of Section 2140 of the Inheritance and Estate Tax Aet, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top Portion of this notice and subeit wlth your payeant to the Register of Wills printed on the reverse side. Make check ar woney ortler payable to: Register Of Wills, Agent. REFUND CCR): A refund of a tax credit, which was not requested on the tax return, say be requestetl by cowDl sting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available frog the Departeent's Web site at www.reyanue.state.pa.us, aro Register of Wills or Revenue District Office or frow the Departwent's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 ITT only). OBJECTIONS: Aro party in inters:t net satisfied with the apvraisewent, allowance or disallowance of deductions or assesswent of tax Iincludln9 discount or interest) as shown on this notice way object within 60 days of the date of receipt of this notice by: A) Protest to the PA Departwent of Revenue, Board of Appeals by filing a protest online at www.boardofappeals.state.pa.us on or before the 60-day appeal period expires. In order for an electronic protest to be valid, you wust receive a conf ireation nusber and processed date frow the Board of Appeals Web site. You say also sand a written protest to: PA Departwent of Revenue, Board of Appeals. PO Box 281021, Harrisburg. PA 17128-1021. Petitions way not be faxed; or B) Elect to have the wetter detereined at the audit of the personal representative account; pr C) Appeal to the OrDhens' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors tliscovered on this assesswent should be addressed in writing to: PA DaDarteent of Revenue, Bureau of Individual Taxes, ATTN: Post Assesswent Review Unit, PD Box 280601, Harrisburg. PA 17128-0601 qr call C717) 787-6505. See Page 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" CREY-25D1) for an explanation of adeinistratively correctable errors. DISCOUNT: If aro tax due fs paid within three calendar wonths after the decedent's death, a five percent discount of the tax paid is allowed. INTEREST: Interest is charged beginning with first day of delinquency or nine wonths and one day frow the date of death to the date of paYeent. Taxes whits becawe delinquent before Jan. 1, 1982, bear interest at the rate of six percent Der annue calculated at a dai lv rate of 0.000164. All taxes which becawe delinquent on or after Jan. 1, 1982. will bear interest at a rate which varies frow year to year with the rats announced by the PA Departwent of Revenue. Rates for 1982 through 2006 can be found in the Pennsylvania Resident Instruction Booklet (REV-1501). the Pennsylvania Non-resident Instruction Booklet CREV-1736) or on the Departwent of Revenue Web site www.revenue.state.Pa.us. The applicable interest rates for 2007 through 2011 era: Interest Daily Interest OailY Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2007 6X .000219 2008 7X .000192 2009 5X .000137 201D 4X .000110 2011 3X .DBOOB2" Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the tax becoeas delinquent will reflect an interest calculation to 15 days beyond the tlate of the assesswent. If paywent is Bede after the interest cawputation date shown on the notice, additional interest wust be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280b01 HARRISBURG PA 17128-0601 YANCE H HIKES 171 S HAY STREET GETTYSBURG PA 17325 ~l ' ~~- r~ Pennsylvania ~ INHERITANCE TAX DEPARTMENT OF REVENUE STATEMENT OF ACCOUNT REV-1607 EX AFP a2-la) DATE 07-05-2011 ESTATE OF HIKES ALEXINE G DATE OF DEATH 04-11-2011 FILE HUMBER O1 11-0197 COUNTY ADAMS ACN 11501029 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 117 BALTIMORE ST RM 102 GETTYSBURG PA 17325 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT_ALON6 THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS _ ~ ~~V fBaYm€iYm~~~ ~tff ~fS~ ^^^^^ ~:* YAC~Er~f~~'N~E''f1~5c~~s~~71'1FEMEiif 3'~~T-~~OdN~ m~:~^.^^.^..^^•.^..^^.^^^ ESTATE OF:HIKES ALEXINE G FILE NO.: O1 11-0197 ACN: 11501029 DATE: 07-05-2011 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-27-2011 PRINCIPAL TAX DUE: 993.65 PAYMENTS CTAX CREDITS): AMOUNT PAID P DATEE T f NUC BER ,INTEREST/PENT PA D (-) 06-08-2011 AD000139 49.68 943.97 F I L E D (TOTAL TAX PAYMENT I 943.65 JUl 1 5 2pti~ BALANCE OF TAX DUE .00 ~ INTEREST AND PEN. .00 c ReglSt6t 8[Vd R TOTAL DUE , .00 ~ IF PAID AFTER THIS DATE, SEE REYERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT'• (CR), YOU MAY BE DUE A REFUND. SEE REYERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach the too Portion of this notice and subeit with your payaent pads payable to the news and atldress printed on the reverse side. If payaent is for a resident decedent, sake cheek or eonev order payable to: Register of Wills, Agent If payaent is for a non-resitlent decedent, wak• check or ^onev order Dayable to: Coesonwealth of Pennsylvania Failure to pay the tax, interest, and penalty due ^ay result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND (CR): A refund of a tax credit, which vas not reouested on the tax return, say be requestetl 6y coepleting art "Application for Refund pf Pennsylvania Inheritance antl Estate Tax" CREV-1313). Applications are available Eros departsent's web site at www,revenue.state.pa.us, any Register of Wills or Revenue District Office or fros the departsent's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 CTT only). REPLY TO: Questions regarding errors shoultl be addressed to: PA Departsent of Revenue. Bureau of Individual Taxes, ATTNs Post Assesseent Review Unit. PD Box 280601. Harrisburg. PA 17128-0601, or call (717) 787-6505. DISCOUNT: If any tax due is paid within three calentlar nonths after the decedent's death, a five percent tliscount of the tax paid is allowed. PENALTY: The IS percent tax aenesty non-DarticiDation penalty is coeputad on the total of the tax and interest assessed, and not paid before Jan. 18. 1996, Cthe first day after the end of the tax aenesty period.) INTEREST: Interest is charged beyinnine with first daY of delinquency, or nine nonths and one tlay fros the date of death, tp the date of payaent. Taxes which becaee delinquent before Jan. 1, 1982, bear interest at the rate of six percent par annus calculated at a daily rate of 0.000164. All taxes which becaee delinquent on and after Jan. 1. 1982, will bear interest at a rate which varies fros year to year with the rate announced by the PA Departsent of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet TREY-1501). the Pennsylvania Non-resident Instruction Booklet CREV-1736) or on the Departsent of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2011 are: Interest Dai lY Interest Daily Interest Daily Year Rate Factor Year Rata Factor Year Rate Factor 2000 BY. .000219 2001 9X .000247 2002 6Y. .000164 2003 5Y, .000137 2004 4Y. .000110 2005 5X .000137 2006 7X .000192 2007 8Y. .000219 2008 7Y. .000192 2009 5Y. .000137 2010 4Y. .000110 2011 3X .000082 Interest is calculated as follows: INTEREST ~ BALANCE DF TAX UNPAID X NUMBER OF CAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the data of the assessaent. If Dayeent is sale after the interest coevutation date shown on the notice, additional interest lust be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 FIARRISBURG PA 17128-0601 DALE J HIKES 350 DOGWOOD CIRCLE RADCLIF KY 40160 INHERITANCE TAX STATEMENT OF ACCOUNT ~l-l/-5~ Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP (12-30) DATE OS-08-2D11 ESTATE OF HIKE5 ALEXINE G DATE OF DEATH 04-11-2011 FILE NUMBER OL 11-0197 COUNTY ADAMS ACN 11501028 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 117 BALTIMDRE ST RM 102 GETTYSBURG PA 17325 NOTE: To ensure proper credit to your account, Submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE __~_- RE_TAIN LOWER PORTION FOR YOUR RECDRDS _ ~ ~~V~fEO'YmE3cm~it~~m7i2 'Y~53 •• • *~* {NA E1~~~'AN~~m~FAX SfT1~1m~ME1~Y~a~ ~-Z~mS~7N~ m*~* ••••••••••••••••••••• ESTATE OF:HIKES ALEXINE G FILE ND.: O1 11-0197 ACN: 11501028 DATE: 08-08-2011 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE. AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-27-2011 PRINCIPAL TAX DUE: 993.65 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT t+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-17-2011 AD000106 49.68 993.65 07-25-2011 REFUND .00 49.68- TOTAL TAX PAYMENT 993.65 FILED BALANCE OF TAX DUE .OD \ D P,UG L B ZO~~ INTEREST AND PEN. .00 ~-~1w TOTAL DUE Register and Records . D 0 • IF PAID AFTER THIS D~ SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. LF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach the too portion of this notice and submit with your paysent Wade payable to the nave and address printed on the reverse side. If pavwent is for a resident decedent, Hake check or woney order payable to: Register of Wills, Agent If pavnent is for a non-resident decedent, Hake check or woney order payable to: Comwonwealth of Pennsylvania Failure to pay the tax, interest, and penal tv tlue nay result in the filing of a lien of record in the appropriate county. Or the issuance Of en Orphan's Court citation. REFUND ICR>: A refund of a tax credit, which was not requested on the tax return, nay be requested by cowpletin9 an "Application for Refund of Pennsylvania Inheritance and Estate Taz" (REV-1313). Applications era available from departwent's web site at www.reyenue.state.pa.us, env Register of Wills or Revenue District Office or from the department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 CTT only). REPLY T0: Questions regarding errors should be addressed to: PA Departwent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit. PO Box 280601, Harrisburg, PA 17128-0601, or call (717) 787-6505. OISCDUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the tax paid is allowed. PENALTY: The 15 vercent tax amnesty non-participation penalty is cowputed on the total of the tax antl interest assessed, and not paid before Jan. 18, 1996, Itha first day after the end of the tax amnesty period.) INTEREST: Interest is charged beginning with first day of delinquency, or nine months and one day from the date of death, to the date of paysent. Taxes which became delinquent before Jan. 1, 1982. bear interest at the rate of six percent per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after Jan. 1, 1982, will bear interest at a rate which varies from Year to year with the rate announced by the PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Department of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2011 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8Y. .000219 2001 9Y. .000247 2002 6Y. .000164 2003 5Y. .000137 2004 4Y. .000110 2005 5X .000137 2006 7X .000192 2007 BY. .000219 2008 7Y. .000192 2009 5Y. .000137 2010 4Y. .000110 2011 3Y. .000062 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DA ILV INTEREST FACTOR Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the assessment. If payment is natle after the interest cowputatfon data shown on the notice, atlditional interest oust be calculated. Q N 111 N ~ <~] MN^ ~ ~. ~= O~, o Z ~ U) ES ~~ 4. 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