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Home My WebLink About04-01-13 INHERITANCE TAX � enns�/lvania RECORD ADJUSTMENT � p ,7 JOINTLY HELD OR TRUST ASSETS DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES REY-1604 EX AFP (12-12) INHERITANCE TAX DIVISION PO BOX 260601 HARRISBURG PA 17128-0601 �� i�'�� ,. DATE 03-26-2013 ESTATE OF LUDES MARY W ��y)v��i� �� ":t��S DATE OF DEATH 04-08-2011 FILE NUMBER 21 11-0466 'i'�3 APR 1 f � 12 �� SSNNDC JACKIE GRZYWACZ ACN 12003112 120 ASTOR DR (�`��{}( Qi Amount Remitted HARLEYSVILLE PA 1��8 C��.�. �W�B�R�� C�'' �� MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � ---------------------------------------------------------------°----------°-------°--------------------------------------------------------------------- REV-1604 EX AFP (12-12� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE• 03-26-2013 ESTATE OF: LUDES MARY W DATE OF DEATH: 04-08-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-0466 S.S/D.C. N0. : ACN: 12003112 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : SECURITY BENEFIT LIFE ADVISORSACCOUNT NO . : ANNUITY TYPE OF ACCOUNT: O SAVINGS O CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance •�� NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1.000 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •00 OF THIS NOTICE WITH YOUR TAX Debts and Deductior�s •�� PAYMENT TO THE REGISTER OF WILLS Taxable Amount •00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 TD: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT t+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR7, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ✓ PAYMENT: Detach the top portion of this notice and submit with your payment made oayable to the name and address printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penalty due may 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 was not requested on the ta�c return, may be requested by completing an "Application for Refund of Pennsylvania lnheritance and Estate Tax" CREV-1313). Applications are available from the Department's web site, wwu.revenue.state.oa.us, any 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 sDeaking needs: 1-800-447-3020 (TT only). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601. Harrisburg, PA 17128-0601, or call (717) 787-6505. DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the tau paid is allowed. PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the ta�c and interest assessed, and not paid before Jan. 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 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 rate of six percent per annum calculated at a dailv rate of 0.000164. All taxes which became delinquent on and after Jan, 1, 1982 will bear interest at a rate which will vary from year to year with the rete announced by the PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet, CREV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania �eptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: Interest Daily Interest Da31y Interest Da31y Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .000247 2002 6% .000164 2003 5% .000137 2004 4°i. .0OO11D 2005 5% .00013� 2006 7% .000192 2007 8% .000219 2008 7% .000192 20�9 5% .000137 2010 4% .000110 2011-2013 3� .D00082 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 assessment. If payment is made after the interest comvutation date shown on the notice, additional interest must be calculated. INHERITANCE TAX enns lvania RECORD ADJUSTMENT e � p y JOINTLY HELD OR TRUST ASSETS DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAX:ES REY-1604 EX AFP (12-12) INHERITANCE TAX DIYISION Po BoX Zao6o1 RECOR�ED 0��l=1C� OF HARRISBURG PA 17128-0601 ��'�� F +;'°��-�-5 DATE 03-26-2013 ppp ESTATE OF LUDES MARY W ;�U1� ;!( I{ � �� 12 11, FILE NUMBERTH 21_08-0466 COUNTY CUMBERLAND C�-E�� i' SSN/DC ELIZABETH BERDEL ��.�A�� -j ACN 12003111 20 KOHLER LN ��p��D �,,�•I p�, Amount Remitted ETTERS PA 1 4l� MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECURDS � REV-1604 EX AFP C12-12� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 03-26-2013 ESTATE OF: LUDES MARY W DATE OF DEATH: 04-08-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-0466 S.S/D.C. N0. : ACN: 12003111 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SECURITY BENEFIT LIFE ADVISORSACCOUNT NO . : ANNUITY TYPE OF ACCOUNT: O SAVINGS C � CHECKIN6 C ) TRUST C � TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance •�� NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1 . 000 ACCOUNT, SUBMIT THE UPPER PDRTION Amount Subject to Tax •00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TU THE REGISTER DF WILLS Taxable Amount •�� AT THE ADDRESS SHOWN ABOVE. Tax Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 T0: "REGISTER OF WILLS, A6ENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE � IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF ToraL DuE IS REFLECTED AS A "CREDIT" CCR�, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. � `J __ _ - PAYMENT: Detach the top portion of this notice and submit with your payment made payable to the nawe and address printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an OrDhan's Court citation. REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by cowpleting an "Apolication for Refund of Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available from the Department's web site, www.revenue.state.pa.us, any Register of Wills or Revenue Uistrict Office, or from the Department's 24-hour answering service: 1-BDD-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). REPLY T0: Questions regarding errors contained on this notice 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. DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the tax vaid is allowed. PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Jan. 18, 1996, (the first day after the end of the tax amnesty period J 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 payment. Taxes which became delinquent before Jan. 1, 1962 bear, interest at the rate of six percent per annum calculated at a dailv rate of 0.000164. All taxes which became delinquent on and after Jan, 1, 1982 will bear interest at a rate which will vary 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 Pennsvlvania Deptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .OD0247 2002 6i .00D164 2003 5% .000137 2004 4i .000110 2005 5% .000137 2006 7% .000192 2007 8% .000219 20D8 7% .000192 2009 5% .000137 2010 4% .000110 2011-2013 3i .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 assessment. If payment is nade after the 3nterest computation date shown on the notice, additional interest must be calculated. INHERITANCE TAX RECORD ADJUSTMENT � f pennsylvania JOINTLY HELD OR TRUST ASSETS DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12) PO BOX 260601 HARRISBURG PA 17128-0601 �� ^� d� EI R��I�-�� O� ji�e��.�^r� DATE 03-26-2013 ESTATE OF LUDES MARY W � DATE OF DEATH 04-08-2011 :��1i3 �PR 1 �i 1 1� �� FILE NUMBER 21 11-0466 COUNTY CUMBERLAND ROBERT WALDRON CL��K li`;� SSN/DC ACN 12003116 i�io HowE LN ORPHANS' ��11R� Amount Remitted � MAPLE GLEN P�n��, �Q � PA MAKE CHECK PAYABLE AND REMIT PAYMENT T0: RE6ISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE � RETAIN LOWER PdRTION FOR YOUR RECORDS � ------------------------------------------------------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP C12-12� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: Q3-26-2013 ESTATE OF: LUDES MARY W DATE OF DEATH: 04-08-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-0466 S.S/D.C. N0. : ACN: 12003116 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : SECURITY BENEFIT LIFE ADVISORSACCOUNT N0. : ANNUITY TYPE OF ACCOUNT: (: ) SAVINGS C ) CHECKING ( � TRUST C � TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax • 00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount •00 AT THE ADDRESS SHDWN ABOVE. Tax Rate X • 12 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •�� T0: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE + IF PAID AFTER THIS DA,TE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAI DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MA,Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. � � 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. Make check or money order pavable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and venalty due may 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 was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available from the Department's web site, www.revenue.state.oa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service: 1-500-362-2050; services for taupayers with special hearing and/or speaking needs: 1-500-447-3020 (TT only). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit. PO Box 280601, Harrisburg, PA 17126-0601, or call (717) 787-6505. DISCOUNT: 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 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Jan. 18, 1996, (the first day after the end of the tax amnesty period.) INTEREST: Interest is charged beginning with first day of del3nquency 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 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 will vary 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 Pennsylvania Deptartment of Revenue Web site wwa.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .000247 2002 6% .000164 2003 5% .000137 2004 4% .000110 2005 5% .000137 2006 7% .000192 2007 8% .OD0219 2008 7% .000192 20D9 5% .000137 2010 4% .000110 2011-2013 3� .000082 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELIN4UENT 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 assessment. If payment is made after the interest computation date shown on the notice, additional interest must be calculated. INHERITANCE TAX RECORD ADJUSTMENT � pennsylvania JOINTLY HELD OR TRUST ASSETS DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION REY-1604 EX AFP (12-12) PO BOX 280601 HARRISBURG PA 17128-0601 RE�ro�� {��"��iG �� DATE 03-26-2013 REGlST��Z 0� �'.��a_.%..�v` ESTATE OF LUDES MARY W DATE OF DEATH 04-08-2011 1013 �PR � i I l i� �l COUNTYUMBER CUMBERLAND SSN/DC JOAN STROUSE C(��( G;: ACN 12003115 1048 W MOUNT VERNON � , ��}�•�. �_�� Amount Remitted LANSDALE P � M RLAra� r�., P� MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE: � RETAIN LOWER PORTION FOR YOUR RECORDS E-- �__��-------°--------------------------------------------------------- REV-1604 EX AFP C12-12� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 03-26-2013 ESTATE OF: LUDES MARY W DATE OF DEATH: 04-08-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-0466 S.S/D.C. N0. : ACN: 12003115 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SECURITY BENEFIT LIFE ADVISORSACCOUNT NO . : ANNUITY TYPE OF ACCOUNT: O SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance • �� NOTE: TD ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax •00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •�� PAYMENT TO THE RE6ISTER OF WILLS Taxable Amount •�� AT THE ADDRESS SHOWN ABOVE. Tax Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due •00 T0: "REGISTER OF WILLS, A6ENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. .00 TOTAL DUE � IF PAID AFTER THIS DA7E, 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. u PAYMENT: Detach the top portion of this notice and submit with your oayment made oayable to the name and address printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penalty due may 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 credit, which was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available from the Department's web site, www.revenue.state.pa.us, any 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 (TT only). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit. PO Box 260601. Harrisburg, PA 17128-0601, or call (717) 787-6505. DISCOUNT: If any ta�c 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 percent tax amnesty non-participation penalty is comvuted on the total of the tax and interest assessed, and not paid before Jan. 18, 1996, (the first day after the end of the tau 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 payment. 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 will vary 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 Pennsylvania Deptartment of Revenue Web site www.revenue.state.va.us. The applicable interest rates for 2000 through 2013 are: Interest Daily Interest Dailv Interest �aily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2D01 9% .000247 2002 6% .D00164 2003 5% .OD0137 2004 4% .000110 2005 5% .000137 2006 7% .000192 2007 S% .000219 2008 7% .00U192 2009 5% .000137 2010 4% .000110 2011-2013 3i .000082 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINpUENT 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 assessment. If payment is made after the interest computation date shown on the notice, additional interest must be calculated. INHERITANCE TAX � RECORD ADJUSTMENT �� 1 =i pennsylvania JOINTLY HELD OR TRUST ASSETS DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES -- - INHERITANCE TAX DIYISION REV-1604 EX AFP (12-12) PO BOX 280601 � HARRISBURG PA 17128-0601 ��C��[� Q��,� �}� DATE 03-26-2013 REGISI'�� 3� ta;�F..�_� ESTATE OF LUDES MARY W DATE OF DEATH 04-08-2011 p�p -I FILE NUMBER 21 11-0466 IG13 flPR 1 1 � I 1� �i�, COUNTY CUMBERLAND SSN/DC MICHAEL SARIANO ACN 12003114 20 KOHLER LN CL�RK G" Amount Remitted ETTERS PA (��{.��I�S�;C��?�' CUMBERLA�'� ��.. C'�'. MAKE CHECK PAYABLE AND REMIT PAYMENT Td: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 1.7013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS (-- °------------°---°-------°-------------------------------------------------------------------------------------------------°----------------------------- REV-1604 EX AFP C12-12) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *� DATE• 03-26-2013 ESTATE OF: LUDES MARY W DATE OF DEATH: 04-08-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-0466 S.S/D.C. N0. : ACN: 12003114 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SECURITY BENEFIT LIFE ADVISORSACCOUNT NO . : ANNUITY TYPE OF ACCOUNT: O SAVINGS t ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance •�� NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1.000 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax • 00 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •�� PAYMENT TO THE REGISTER OF WILLS Taxable Amount •�� AT THE ADDRESS SHOWN ABOVE. Tax Rate X • 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due .00 T0: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-31-2012 CD016991 . 00 6,500. 00 TOTAL TAX PAYMENT 6,500.00 BALANCE OF TAX DUE 6 500.00CR INTEREST AND PEN. .00 TOTAL DUE * 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. � j � _J PAYMENT: Detach the top oortion of this notice and submit with your payment made payable to the name and address printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penalty due may 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 was not requested on the tax return, may be requested by completing an "ApDlication for Refund of Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available from the Department's web site, www.revenue.state.oa.us. any 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-SDO-447-3020 (TT only). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit. PO Box 280601. Harrisburg, PA 17128-0601, or call (717) 787-6505. DISCOUNT: 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 percent tax amnesty non-oarticipation penalty is computed on the total of the tax and interest assessed, and not paid before Jan. 18. 1996, (the first day after the end of the tax amnesty period.) INTEREST: Interest is charged be9inning with first day of delinquency 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 rate of six percent per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after Jan, 1, 1962 will bear interest at a rate which will vary 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, CREV-1501) the Pennsylvania Non-resident Instruction Booklet CREV-1736) or on the Pennsylvania Deptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: Interest Dailv Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .000247 2002 6� .000164 2003 5% .000137 2004 4% .000110 2005 5% .000137 2006 7% .000192 2007 8% .000219 2008 7% .000192 2009 5% .OD0137 2010 4i .000110 2011-2013 3% .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 calculat3on to 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. INHERITANCE TAX RECORD ADJUSTMENT � pEI1I1SyLVaI1�a JOINTLY HELD OR TRUST ASSETS DEPARTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES _ ' INHERITANCE TAX DIVISION REV-1604 EX AFP (12-12) HARR�ISBURG6PA 17128-0601 R E C 0�D E� 0�F!C E 0 F il�bE 7 0 �� Vf VYl�6�J DATE 03-26-2013 ,li3 �PR 1 p" l� �� DATETOFODEATH 04D08-2011 MARY W FILE NUMBER 21 11-0466 ��RK (�Y' CDUNTY CUMBERLAND VALERIE KLINE , SSN/DC GF;i'H�NS' C�Uf�T acN 12003113 DARBYTHROP RD ��A��pL�� (�•, PA Amount Remitted � �� MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA �7013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS E-- ------------------------------------°°--------------------------------------------------------------------------------------------------------------°---°----- REV-1604 EX AFP C12-12� ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS �* DATE• 03-26-2013 ESTATE OF: LUDES MARY W DATE OF DEATH: 04-08-2011 COUNTY: CUMBERLAND FILE NO. : 21 11-0466 S.S/D.C. N0. : ACN: 12003113 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JDINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SECURITY BENEFIT LIFE ADVISORSACCOUNT NO. : ANNUITY TYPE OF ACCOUNT: C J SAVINGS O CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance . 00 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 1 .000 ACCOUNT, SUBMIT TNE UPPER PURTION Amount Subject to Tax •�� OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •�� PAYMENT TO THE REGISTER OF WILLS Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE. Tax Rate X . 15 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due .00 T0: "RE6ISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-� TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS 2EFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach the tov oortion of this notice and submit with your payment made payable to the name and address printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penalty due may 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 was not requested on the tau return, may be requested by completing an "Application for Refund of Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available from the Department's web site, www.revenue.state.oa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service: 1-500-362-205D; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128-0601, or call (717) 767-6505. DISCOUNT: 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 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Jan. 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 months and one day from the date of death to the date of payment. Taxes which became delinquent before Jan. 1, 1982 bear, interest aY 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 will vary from year to year with the rate announced by the PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsvlvania Resident Instruction Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvan3a Deptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2013 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2U00 8% .000219 2001 9% .000247 2002 6� .000164 2003 5% .000137 2004 4i .000110 2005 5% .000137 2006 7% .000192 2007 B% .000219 2008 7% .000192 2009 5% .00D137 201D 4% .000110 2011-2013 3i .000082 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINOUENT 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 assessment. If payment is made after the interest computation date shown on the notice, additional interest must be calculated.