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Home My WebLink About95-014421- Q5 - Di~~( This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. N,OS.t13 Rw. b37 TYRE1rRIMr N1 PERMANBIT ~«.«< ~{ 4`Y ~l ' i Wo W -. o ~'. ~ Z Auc 1 s 2007 Date ? • Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PEHNSYLIMPWI • DEPARTMENT OF HEALTH • YITAL RECORDS CERTIFICATE OF DEATH 014510 Sawa Nu NNI®i NAME aR oECEDENT(Fifa MNW, Lay SEX SOCIAL sECURrtv NuMSER DATE aF DE,aN u~a,n.OaX'Qar) ~ Uf7U5 ~IZ '• O/-lN l' M/!L • . a E a( 78 - O - 0584 a ~6RuaR // /99 ~' At1E E n M Mr dlb UIIDEII, YEw LNIDBI,On aaEasemH nT1T/LACE 1CMy.ad PLACEOFDERN1Cead~only on.-balnrYCWMd10YMf.dw 8' M«bb ; Dry. N•«a i .X.r IManBt Day. •A~, sXr«FOrgi D•Mi•Yl OTHER ~~. i a- / -, 3 , P/ 7rs /,-o/~ Pq ~ dlp.o.a ^ ERgap.1.18 ^ DDA ^ H'~ ~' ^ (SO.dY) ^ • ODUIRYOF DEIVH CT;BORO. OF OEaN NAMEMaaI+rBAOn.gMeYaM arb nu.or, YMSD~ENTOFNISRINIC OMOW7 ~ MM~4 ENck M7N. re. // Ns YS lYa^^YM TBaCry~G1lart P ~ n UMt3~Rl.HNO „• Alaak~I,F1rbRXaw.a18. • CNivscioRp BLLI6 /G/OGE f79vE/vWES7- ~^~/1/TE a ~a OEf~E11R'SIALIAL000UM1011 XINp08E1pINESSIINp1,SiRy YME OECEDENf EYERN OEf:EDFM'S EDUCRION NM ~ 91NNM1p SP0113E ' Nnd d.«k aon.qayb t..r CCMr1. OF pA~• U.a w t ME D SOncEat IYwlw OrnlydrnrW ol*aYYgM:OenclUrniW.) . ~ y sKI N.^ ~Y ~•P DIwt.0137rM 77 LrOV wiN FRJ1Ta• „ DL'I~T't-A8C2 At-'LINO (t~«S+I ,a ~n•/ ,a ,., /ooW~p , D[C~ENT'SMA0.N0 AOORESSpYaa G+u..t. SYL1. ZlpCodd R • ob ,T..^ Y•ae.o.dllaw.dlti 3~1 /1 ,~.o~p ST~Ct-FT RESIDENCE ,Tr. e.rd.l. c.~Mp y,LL, PA. /~~,/ Mb. ,~ ~^ »• ,m LlM <;2 L/fNJ7 °'"'d'rp7 ,RI~wNI~~een 4d C_~M7• NyL_L Rf1ER'SNAME lF•et LBOAe. Lap , pNN ~ LU U = S e S NAME IF.t Mld,la MrdnsulrnNl I T / - S MfORMANT'S 11A11E(T ,~, NKNULVN METIOOOF d8PO8TTgN oNN /~~ LOFTUS ~l DA1EOFDlerooD S WENg A00RESSyyµCilyfawn,SYM 7p CodN 3~/// ~r DFAr20 sT CAMP ///LL/ PA~ />d// lON PLACEaF OISPO31TgN•NrbafO••Nbt%Ob•I•bN' LocATaN-DXYtTaw sb1..11o coe. D.Ala.d abr~ abbMl.,^ Rnnw818•bSM1a^ Y,.o. on « ~ ^ _ p _ dI Dpladon^ OBrdba~.l It\ ~ -IJ - /.S ~.. y~CLL/N6 CA/yam N/LL/P/~ GRr~'N NL?H ~PK. ZtL SIDNRUIIE OF FUNERAL IJCENBEE 011 _ AB SUCH MIMEEN iN1EANDADDRESSOFfACS1IY _ ~'~ Q/~>S 5-L „~Nt/L~ FH• 3yo/ MKT,ST. CAn-!P f!/tL ~A~ /70// b nol wvt•OMyY tlrWM~TWOWEp•, 01YI~ooanMAllrXeM.4b rtl MM.+•1tl•A. UCEl19E NUMBER DRE SIf1NE0 nwaa.rn. R1•tdl.DaAYa•n tNasEe~lE nar Woo•wbladM aF DEATH DATE DEAD aAOnIn. Day. Xwq WUICA.RE PFFERREDTO MEDICAL EXAMIIIERX'gRaNERT .Ibpabbla..arR. ~ •~~ . tY. RUTTk EngrIM4•r••. albs«mrWr+Ibir.MCA'rrclM«•N. Da n«rNrYr nbdlalpYq wrLr « anrt N«k«h l Ni , . r r•. i mrlMrMbC•MIA Mt Lilody«bcfba011 aad1ib. IYIw~YU.I.•.n RMTB: nbdlYlEYIYb Mb~1/IlV tlraOlbll YI RARTL , YM~IATECAUE[(F•W Ionaal anBdaaM d4raa«CO/b%On 1 ' rrllelpndary-- I 1 ~ ~~ ~~ 1.! t_-~ W10R ASAC0IEE;OIJENCE OFk SaBaaatlYY YONIdY1a18 - •^R ~~ OlE W pR ASACONSEOl1ENCE OFk , aMIEE(Oiaar«ryby ~ ~ YWWd•b~r 011E70(OHAS ACONSEOUENLE OFI. N11r110 ~ dwu LAfT i IMAS AN AUIaRSY YYERE AUTORSYFXiDMKi3 MANNER OF DERH DATE OFMLNIRY TIME OF BLXlRY 11UURYRNONCI DESCRIBE NOW BLXIRY OC(TIRRED. PERPoRNEDT AVMLABIE-111aR10 qY '~ . . COMKETgN OFCAUSE ,a( OF DE.QIIT NaWd 7al NWNCb• ^ Acetone ^ Parl~pyly ^ lib ^ No ^ pA~~ M. Yr ^ No 1'M ^ NB Yy 4aldca ^ Caub nd O•«Nrnwro ^ PIACE OF INJURY-Al nam lann nraaL Npa%d~a 1ACAfgN . , ISh.•6CM~t.S4b) ~, ~ ku86p,.oe lSP•ceyl ]Ba. 781. ClJYTlNa ~~ ~ AND TITLE OF CERTIFlER ' C6TTIF1'NOFX1•SN'AANIPAyaebn enMY+9 ea,,.daaa>t wlw.ananw My+i: rma eearm ne ~ . a eanrokMa nen z9l wY bl••A•dN,daawaeelnaddrbrbewsa(•Iaw brxwrMw•a ..................................................... ^ 14. •FRDMDUNCXID AND CERTIFY71q IHYSM7AM (PIiY~ean EaT ProlWncnB Gaa81 afal cM/yrq b ergad d.rnl LICE DATE 9Xit1E7) IMann. CBY• lYarl rodbe.w«alylab.Iwo..e.moa...wwurab..ab.,.anlr...~wawbm.wN.~,~w.w.~....e.e.a_........... ~ au. O'I/70(o-L- .............. is b /3 /~ ~' _ NAME ANDAODRESS OF PERSON pLE7Ep CAUSEOF DERH 'MEDICAL EJUMMBERfcoRONER Qlem 2Tl Type«PIIrX fi , / . (^t; ~J R e ~K ~>~ , ~ OR Ula bbb of aaandnaH«t and!« imaaligalion, M my opinion, dealll oetomd al tlb UrM, dra, end pace. and'doa to NN cau••Isl sne F,, ~" J U u nlnnl«aa.ww / ''T1L.' .................................................................................................. ^ 7 REGISTRAR'S SKINATVRE ANO NUAISER ~y A ~L I ~ I I ~ I ~ I OQE FRED fMaxn. Day. Nail 7i. - 7.. F / 9 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 FRANCIS M SOCHA ESQ 2201 N 2ND ST HBG PA 17110 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1F7 E% ~F- (12-9i1 DATE 01-28-97 ESTATE OF LOFTUS JOHN F DATE OF DEATH 02-11-95 FILE NUMBER 21 95-0144 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION_ FOR YOUR RECORDS ~ _ ------------------------------------------------------------- ___ REV-1547 EX AFP (12-96) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR ---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOFTUS JOHN F FILE N0. 21 95-0144 ACN 101 DATE 01-28-97 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedul• A) 2. Stocks and Bonds (Schedul• 8) 3. Closely Held Stock/Partnership Interest (Schedul• C) 4. Mortgages/Notes Reeeivabl• (Schedul• D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedul• E) 6. Jointly owned Property (Schedul• Fl 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adw. Costs/Misc. Expenses (Schedul• H) 10. Debts/Mortgsge Liabilities/Liens (Schedul• I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedul• J) 14. Net Value of Estat• Subject to Tax (1) 75.730.00 NOTE: To insure proper (2) .00 credit to your account, (3l .00 submit the upper portion (4) .00 of this fora with your (5) 22.710.00 tax payment. (6) .00 (7) .00 ($) 98,440.00 (9) 17, 731 .44 clo) .00 (11) 77.7;7 _44 (12) 80,708.56 (13) . 00 (141 80,708.56 NOTE: if an assessuent was issued previously, lines reflect figures that include the t t l 14, 15 andior 16, 17 and 18 will o a of ALL returns assessed to date ASSESSMENT OF TAX: . 15. Amount of Line 14 at Spousal rate (151 . 00 X . 00_ . 00 16. Amount of Line 14 taxable at Lineal/Class A rat• (16) 80,708.56 X.06= 4,842.51 17. Amount of Lir» 14 taxable st Collateral/Class B rate (17) . 00 X • 15. . 00 18. Principal Tax Dw TAX CRE (181 4,842.51 DITS. PAYMENT RECEIPT DISCOUNT (;) DATE NUMBER INTEREST (-) AUNT PAID 04-24-95 AA023078 242.13 5,000.00 TOTAL TAX CREDIT 5,242.13 BALANCE OF TAX DUE 399.62CR INTEREST AND PEN. .00 TOTAL DUE 399.62CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN il, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ^CREDIT•' (CRI, YOU MAY BE DUE n REV-In70 Ek ~6-88~ ~. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME .JO~,.L1 ~C~~=a} SCHEDULE ITEM NO. z ~, > INHERITANCE TAX EXPLANATION OF CHANGES ER ~,~ta~ i'3~~~) S'JJ. EXPLANATION OF CHANGES r , ,. a ;~•. cc_ i~r ~1' ~ rf 1.+~li} tict ~,ff;<,~ r~, 4_ .7_;nLT zy :~tt, E9'~~ tai; € :::il; >`~x~*1~, - t.~l?Pe CJci:i ~T.~F)Cyi'~ '_[1C..,-cISiI1r 'Ciil' c4:'i(SLtP_t <)Lr if:t: Lam.=,Liil YL'O1. /~ i~~,~i 10 ~~ ~71i~. TAX EXAMINER: l,l'ii:ili<~. +~dr.ir,hC __ PAGE 1 S /~ f 02:~362~~ - -~ tEV.ISDO Ex+ (7-oal FOR DATES OF DEATH AFTER 14131(91 CHECK HERE INHERITANCE TAX RETURN POVERTY CREDIT IS CLAIMED u COMMONWEALTH OF PENNSYLVANIA ~ RESIDENT DECEDENT (TO BE FILED IN DUPLICATE FILE NUMBER ~ DEPARTMENT OF REVENUE ~, ~ PnD~ B R WITH REGISTER OF WILLS ~ HARRIS U t28-DbOt G, COUNTY CODE YEAR NUMBER OECEDENi'S NAME (LAST, FIRST, ANO MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS ~ LOFTUS, JOHN F. II 3411 BEDFORD ST o SOCIAL SECURITY NUMlER DATE Of OEATM `„- DATE Of BIRTH / CAMP HILL , PA 17 011 178-03-0582 / 02-11-95 12-O1-13 coin CUMBERLAND p (If AMUGSlE1 SUNVIVING SrOU3!'S NAME ;UST, fIRST ANO MIDDLE ~NITIAt) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS( W 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return a[ Qy [for dates of death prior to 12-13-82) „~ ~ c'ca ^ 4. Limited Estate ^ 4a. Fvturs Interest Compromise ^ 5. Federol Estate Tax Return Required ~ ~ ° (for dates of deoth after 12-12.82) c m ^ 6. Decedent Oied Testate ^ 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit 3oxes (Attach copy of Will) (Attach copy of Trust) ALE. CORRESPONDENCE:AND CONFIDENTIAL TAX INFORMATION SHOULD' BE DIRECTED TO: I'- o NAME ~ COMPLETE MAILING AOORlSS = ` FRANCIS M. SOCHA, ESQ 2201 NORTH 2ND ST ,~ , ~ TELEPHONE NUM9ER ~'"' HARRISBURG , PA 17110 1. Real Estate (Schedule A) (1) ~ ~ s ~ -~ U . U U / 2. Stocks and Bonds (Schedule B) (2 ) 3. Closely Held Stock/Partnership Interest (Sd+edule C) (3) - 0 - 4. Mortgages and Notes Receivable (Schedule 0) (4) ' 0 5. Cash, Bank Deposits $ Miscsllansous Personal Property (5) 2 2 , 7 10 • 0 0 z (Schedule E) _ - 0 ,°-_ 6. Jointly Owned Property (Schedule F] (b) s ~ 7. Transfers (Schedule G) (Schedule L) (7) - 0 - s 8. Total Gross Assets (total Lines 1-7) ~ /1 ~ ~ fi. `t' ~' (8) 9 8 , 44 0.0 0 9. Funeral Expenses, Administrative Costs, Miscellonsovs (9) ~T ;L2 3.1R:'~F~'...."- Expsnses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule 1) (10) ~/ ~ /~ ~, ~~ 11. Total Deductions (total Lines 9 8 10) (11) ~~r,o~ v ~ '~- ~' ~~~ 12. Nst Value of Estate (Line 8 minus Lins 11) (12) 13. Charitable and Governmental Bequests (Schedule J) (13) ld. Nst Valw Subject to Tax (line 12 minus Uns 13) C; a ~ ~fJ ~' ~%~-' (ld) 15. Spousal Tronsfen (For da»s of death af»r b-30-94) See Instructions for Applicable Percentage on Rwsrse (15) x. -__ Side. (Indude values from Schedule K or Sdtsdule M.) ~p7L. ~; ~ ~', ~~ ' ^~~ $' • '~~ r ~ '-` ~~ ~~~~ ~~ / 16. Amount of Uns T d taxable at 6% ra» (l b) x .OIS a (Indude values from Schedule K or Schedule M.) 17. Amount of Une 14 taxable at IS% rats (17) x .15 = -G o (Indude values from Schedule K or Schedule M.) t ~' ~~~ ~ 18. Prindpal tax due (Add tax from Unes 15, 16 and 17.) (18) ~ ' ~'~""~"~ ... ~ 19. Credits Spousal Poverty Credit Prior Payments Discount Interest w + 5 , 000.04 250.00 _ (19) 5 , 250.00 c ~ 20. If Lins 19 is greater than Une 18, enter the difhronu on Line Z0. This is the OVERPAYMENT. (20) ~ 1 7 _ ~i 9 ~ ~C 21. If Line 18 is greater tfian Uns 19, enter the differsnu on Uns 21. This is the TAX DUE. (21) I A. "toter the imsrest on the balance due on Line 21 A. (21 A) i B. Enter the total of Une 21 and Z1A on Line Z 1 B. This is the BALANCE DUE. (21 B) Haile Ctseck Payable »: Register of Wills, Agent j ~ BE SURSTO ANSWER ALL CUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ Under penalties of perjury, I deddrs that 1 have sxaminsct this return, inducting acmmoonying schedules and statsmsnn, and to the best of my knowisdgs and bsiier, 't a true. correct and comoiets. I declare that ail real estate has been reaortea at true market value. Dedarmion or oreaarer other 'hen the aersonal reoresenrati~e s basso on ail information of which Drsoarer has any knowledge. IGNATU OF 'ER RESPO Sle LNG RETURN ADDRESS 7ATE y /~ / }~ CJ 51 NAiU ~ - _...'..SPARER OTNE , HAN REPRESe AiIVE ~DORESS -- JAT Act #48 of 1994 provides for the reduction of the tax. rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3% (.43) will be applicable for estates of decedents dying on or after 7/1194 and before 1/1/96 • 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • l % (.41) will be applicable for estates of decedents dying on or after 1 /1 /97 and before 1 /1 /98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK (NARK (rj !N THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, ....................................................... X b. retain the right to designate who shall use the property tronsferred or its income, ............... X c. retain a reversionary interest; or ................................................................................... X d. receive the promise for life of either payments, benefits or care? ....................................... X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration;i If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration~ ................................................................................................... 3. Did decedent own an 'in trust for'. bank account at his or her death? ...................................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES YOU MUST CQNIPL~'E SCHEDULE G AND PILE iT AS PART OF THE TURN. :. - t_T ~. ~..3 --- ~'~c REV-1502 EX+ (12-85( }- ~~~ s _ SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTA FILE JOHN F. LOFTUS, II. R irroperty jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchaneed 6wtwnnn ~ ..,au:.... i.....e. __~ _ ...:ue__ __~~ ..~ _- _ t REV-150EE EX+ (2-87~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT E SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY JOHN F. LOFTUS, II' (All property jointly-owned with the Riaht of Survive.:6ir.......~ i.. J:..:_._J _- c_L_J_J_ ~. Please Print or LE NUMBER (Attoch additional 8Ys" x 11" sheets if more space is needed.) r REV-1511 E%+ (7.88) COMMONWEALTH Of PENNSYLVANIA 1NMERITANCE TAX RETURN RESIDENT DECEDENT ITEM NUMBER A. 1. B. 2 3 4. C. 2. 3. 4. 5. 6. 7. 8. JOHN F. LOFTUS, II SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND DESCRIPTION Funeral Expenses: NEILL FUNERAL HOME, INC 3401 MARKET ST CAMP HILL, PA 17011 (viewing and casket) Please Print or Administrative Costs: waived Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid Attorney Fees and expenses FRANCIS M. SOCHA, ESQ Family Exemption Claimant JOHN F.. L;OFTUS IIIRelationship SON Address of Claimant at decedent's death Street Address 3411 BEDFORD ST. City CAMP HILL State PA `. Zip Code 17 011 Probate Fees FILING OF LETTERS Miscellaneous Expenses: CUMBERLAND COUIQTY LAW JOURNAL EVENING SENTINAL 1995 COUNTY & BORO REAL ESTATE TAXES IRS TAX RETURN - 1994 UTILITY BILLS PERSONAL TAX AMOUNT $ 7,844.10 5,541.00 ~e.J GU, (^f~;1 --~-944-:-40 __, 229.00 40.00 30.00 291.03 6.00 245.41 4.90 TOTAL (Also enter on line 9, Recapitulation) ' S ~~-; ~ ~'1= ~!--4° I (lf more space is needed, insert additional sheets of same size.) 4,„~' ;;;'` I ~- ,~°'. 1 REV•1517 EX+ iZ-8~ COMMONWEALTH Of VENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JOHN F. LOFTUS, II.. B. Charitable and Governmental Bequests: FILE NUMBER TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation} (If more space is needed, insert additional sheets of some size) SCHEDULE J BENEFICIARIES S ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU of INDIVIDUAL Taxes INHERITANCE TAX INHERITANCE TAX DIVISION PO BOX 286681 ~~n~y,pf j~~ !~~F~j~'~~'ATEMENT OF ACCOUNT HARRISBURG PA 17128-0601 -- i 2Q~~ Obi 3fl F~! 3~ 3 I FRANCIS M SOCHA E~p,., C~~~,?~ rr~t Vr.Pi ~ ~, JRT 2201 N 2ND ST ~, ,. ~ ~~ pA HBG 17110 REV-1687 EX AFP C63-OS) 10-23-2006 LOFTUS JOHN F TN 02-11-1995 21 95-0144 CUMBERLAND 101 Awount Rewittsd DATE ESTATE OF DATE OF DEA' FILE NUMBER COUNTY ACN ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subwit the upper portion of this forty with your tax paywsnt. CUT ALONG THIS LINE ~-1 RETAIN LOWER PORTION FOR YOUR RECORDS ~--- ------------------------ _ _ _ ---------------------- __ REV-1607 EX AFP (03-05) **~( INHERITANCE TAX STATEMENT OF ACCOUNT ~(~~ ESTATE OF LOFTUS JOHN F FILE N0. 21 95-0144 ACN 101 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATETESHONN BEL X006 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: 01-21-1997 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 04-24-1995 AA023078 242.13 ^ AMOUNT PAID 5,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, 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. ) 4,842.51 5,242.13 399.62CR .00 399.62CR ~~ PAYMENT: Detach the top portion of this Notice and subeit with your payaent aade payable to the nose and address printed on the reverse side. If payaent if for a RESIDENT DECEDENT, sake check or aoney order payable to: Register of R'Dls, Agent If payaent if for a NON-RESIDENT DECEDENT, sake check or aoney order payable to: Commonwealth of Peonrylvania Failure to pay the tax, interest, and penalty due say result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND CCR): A refund of a tax crodit, which was not requested an the Tax Return, way be requested by coapleting an ^Applfcation for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-13137. Applications are available online at www revenue.state.ca.us, any Register of Hills or Revenue District Office, or froa the Departaent's 24-hour answering service for forces orders: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 [TT onlyl. REPLY T0: questions regarding errors contained on this notice should be addressed to: PA Departaent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessaent Review Unit, P.0. Bax 280601, Harrisburg, PA 17126-0601, phone C717) 787-6505. DISCOUNT: If any tax due is paid within three C37 calendar aonths after the decedent's death, a five percent CS%7 discount of the tax paid is allowed. PENALTY: The 15% tax sanesty non-participation penalty is coaputed on the total of the tax and interest assessed, end not paid before January 18, 1996, the first day after the end of the tax sanesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) aonths and one C1l day froa the data of death, to the date of payaent. Taxes which becaae delinquent before January 1, 1982 bear interest at the rate of six C6%l percent per annua calculated at a daily rata of .000164. All taxes which becaae delinquent an and after January 1, 1982 will bear interest at a rata which will vary froa calendar year to calendar year with that rate announced by the PA Departaent of Revenue. The applicable interest rates for 1982 through 2006 are: Interes t Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1988-1991 11% .000301 2001 9% .000247 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 7% .000192 2003 5% .000137 1985 13% .000356 1995-1998 9% .000247 2004 4% .D00110 1986 10% .000274 1999 7% .000192 2005 5% .000137 1987 9% .000247 2000 8% .000219 2006 7% .000192 --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 becoaes delinquent will reflect an interest calculation to fifteen C151 days beyond the date of the assesswent. If payaent is lade after the interest coaputation date shown on the Notice, additional interest gust be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX nr:r,(\Qnr-n nn:!('STATEMENT OF ACCOUNT d ~: '; i :,__ .~./ " " ': '_, .... ", _r , REV-1607 EX AFP (03-05) FRANCIS M SOCHA 2201 N 2ND ST HBG CLEF.<' ESQPF;:..'" '~!tIRT lJ . , ~...,^ "I !"h \~A 17110 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-23-2006 LOFTUS 02-11-1995 21 95-0144 CUMBERLAND 101 JOHN F 200& OCT 30 Prl 3: 31 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subllit the Upper portion of this forll with your tax paYllent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4- ESTATE OF LOFTUS JOHN F FILE NO. 21 95-0144 ACN 101 DATE 10-23-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. *** INHERITANCE TAX STATEMENT OF ACCOUNT ... DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-1997 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE: 4,842.51 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-24-1995 AA023078 242.13 5,000.00 TOTAL TAX CREDIT 5,242.13 BALANCE OF TAX DUE 399.62CR INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 399.62CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J ~1/