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Home My WebLink About09-09-13 ��n � pennsylvania &UBEAU OP INDIY24UA� TAJCES N�TICE OF INHERITANCE TAX DEPARTMENTOf REVENUE ZNXERITANCE TAX DIViSION APpRAISEXEHT. AILOWANCE OR DI$AL4pWANCE PO !OX 280601 � OF DEDUCTIONS. AND A5SES5NENT OF 7AX Ok R�•1548 IX AFP (12-12) WIRRISEtAt6 PA 77128-USOl JOZNTLY XE4B OR TRUST ASSET$ '<<'(vf;,w . , `� ..� � � DATE �9-10-2023 *�'=�' � :C i�t" . . _`_v ESTATE OF DAVTES HOBERTA D DATE OF DEATH 04-2&-2012 � n r^� J �.� FILE NUMBER 21 12-1252 -�1:,� i.��_` W7 ! I cnaarX cunae��axn SSN/DC KAREN A DAVIES��,�Z�i (,l� ACN 12156188 115 MESSIAH CIR��I�!uAi�$' ��iu��f APPEAL BY DATE:11-04-2d13 MECHANICS9UR6��,QA��7D55-86 9�� (SeereversesideunderQhjectinns) t�t AiVU i;V A�ount ReMlttad r--'-----`, MAKE CkECK PAYABIE AND REMIT PAYMENT T8: RE6ISTER Of WILtS 1 COUR7HOUSE SQUARE CARIISLE PA 17013 CUT ALON6 THIS LINE "'�' RETAYN LOWER PORTIOM FOR YOUR RECORDS �"'� ""-_""'-"'-'•-"'-"--"_'-""""-"---"'-"-"--"-'---"-""'--""'--"-"--.." REV-1548 EX AFP C12-12J NOTICE pF INHERITANGE TAX APPRAISEMENT. A��OWANCE 6R DiSALLqWANCE flF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUS7 ASSETS DATE: 04-10-P023 ESTA7E 4F:DAYIES R6BERTA D UATE OF DEATH:09-28-2012 COONTY:CUMBERLAND FIIE NO..: 21 12-1252 S.S/D.C. HO. : ACN: 12156188 TAX RE7URM WAS: {X} ACCEPTED AS FIlEO { } CNAN6ED JOIMF OR TRUST ASSET INf6RMAF2QX FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 272428-00 TYPE OF ACCOUNT: C�SAVINGS C 7 CNECKING C )TRUST C 3TIME CERTIFICATE DATE ES7ABLISNED 20-03-2005 Account Balance 8 440.83 NOTE: TO ENSURE RROPER CREDIT T4 Percent Taxable ,K 0.083 YOUR ACCOUN7, SUBMIT THE Amount Subject tn Tax 745.�4 UPPER PORTION OF THIS N07ICE Debts and Deductions •Op WITH YOUR TAX PAYMENT T� THE Taxable Amount 745.04 REGISTER OF WILLS AT THE Tax Rate Y .045 A&OVE ADDRESS. MAKE CHECK Tax Due , 33.53 OR MONEY ORDER PAYABLE S0: :'RE6IS7ER OF WIL�S> A6ENT." TAR CREDITS: PAYNENT RECEZPT DZSCOUNT C+} � pMOUNT PAID UATE NUMHER INTEREST/PEN PAID C-J INTEREST IS CHARGED THROUGH 09^18-2013 TpTAL TAX PAYMENT .QO AT THE RATES APPIICABLE AS OUTCZNED 4k FHE BA�AMCE OF TAX DUE 33.53 REVERSE SIDE OF THIS FORM INTEREST ANp PEH. .23 T4TAt DUE 33.?6 • ZF PASD AF7ER TNTS OATE. 5EE REYERSE FOR CAICU�ATZON OF ADDS7TffNA1. ZNTERE5T. � �� IF TOTAL AUE IS REFLEGTEU AS A ^CREbIT^ CCR), YtlU MAY HE DUE A REFUND. SEE REYERSE SIDE tlF THIS FORM FOR INSTRUCTIONS. PURPqSE OF NOTTCEe Tp fulfill tha revuirc�onts of SpCtlan 214P oF the Inharitanca and Est�ta Toc Ret, Act 23 of 2000. (72 P.S. Section 4148}. PAYNENT� Oa}seh the kap oortian ef this nqtico antl sulwf4 with yau� nw�ant ta tha Rcpister of Wdlls orinted nn the rerarse si6e. Meka chwck or �onty ortl�r Y�Yable to� Rap3star of Wills, Awnt. Failure tc pay the tvt, Yntarut and oenaltY Gw �av �^<ault in the filinp of a 3ien 3n the aoarapriate county or the issuanc� 6f �n 9�nhan's Court c3tation. REFUND tCR7i A ratuiW of a terz cr�ditr xh5eh res n6t r�qu�stttl on tM t�[ roturn. �aur ba roWSStad by towletinp an "ApplSeHion tor R�funtl qf Pannsvlvania ln�urikanee and Estata Tuc^ <REV•13I31. RonlYCat3ons ara av�flable 4ro� the Dtovt��nt'a M�! sit� at �.�v..»lu�.stWk�.��.us. ary R�pist�� of M111s br R�v�nu� d1aSHet OfYfe� er Pra� the p�p�rtY�nt�'s 24•hour�insw�Nnp'i'�FV e✓ - • C2-295U; s�rvieas for tpco.Y�rs ri4h apea5el hasr5n0 antl/ar SDlMtiRp npdsx 7-b@4-44T-3829 R7 on1yJ. OBJECTIONS� Amr oarty in interezt no# setisf��tl with thc �oYroiarwt, allwanca ur disallw�nc� of tloductians or usaas��nt of tp� � tlnoluEinp discoun4 or int�rasU ex sbown on tMs notic� Wav ob�NC# vit�in iU davs of th� da4� of r�c�iot pf this notica fY� A) Pretcst to tM PA Wwfb�nt a4 Raranw. Eoa�d of Jlpp�aTs hsr filir�p a protast onlfrw at wr.6wr af t�. .0 en or infors fhc N+tl�Y wwsk Ptriaf a�epins. In ord�r or-�Ii i !b IYhle�o�atost te ba va31E, vau wat r�ca3ve a eonffrution nwbor anA procassatl 4ate fro� the Boertl ot Appqls W�b aib. You �w also s�nd a writt�n orok�st tp PA Mnarq�nt of R�vanw, loa�tl of �PD��lsr PO��lex 261021, Harrisburp, PA 1712l-Id21. p�titiens uy not Ea fnnA; or b) El�ct to hsve ttu r�tte� d�kar�tnstl ai ths audit of�tM bvsonal r�oreaamtativa sccouat; or AOMIN- C} Avwal ta the Oroh�ns' Caurt, � ISTRATTVE . LORRBCTIONS� Factual arrprs aiseovered on thia essasz�ent should ba addrassad in rritinp to� PR Dapark�ant of Bovanue. bureau of Intlivitlual Te�sps. ATTN� Post Assextwwk Rwiw Unit, PO box 2l0601, Harrisburp. P� 17126-0601 of Call Q37) TL7-b5E5. Ssa Pa9s 4 of ^Snstruttions 4or SrNaritinC� TaX Raturn finr a Rda33fnt➢aaotlsnt^ fRkY-1587) fo� an rsPlanatton ef wM3nistratir�ly comcctaEle arrors. DISCOUNT� If anv t+x tlue is vaid within thrw ealendar �enths rfter the tlacatlont's tlanth. e five uaroent discoun! of #hn tax oa#d Ss ailowaC. PENALTV: T�e 15 oarcent tuc rnpsty non-uarti<ipatian PenaFtv is cwvutatl on tha tatal of the tm[ ar�n 3ntarost assessad antl mt paitl E�fore Jnn. 18. 1996. tM first tlav af#er tM mtl of ths taz e�n�stv periotl. This non-oerticipation nanelty is eppoalabL in tM so� ��nnar iM1tl 10 LIIY Sh1 sso ii�a poHOE aa you �ould WG�al t�e tan entl intorest #hat nas na�n ass9ssa4 es iMicatatl on this rwtica. INTERE5Tx lo{prast is charp�d Eapinninp rith f3rst dsy of tlalinqu+�ncv or nina �onths antl ona Eav fro� tha tlate of d�ath ka tM tl�ld of naN��nt. Taxes Wh3Ch b�clMl tl�linqwnt botoro Jan. 1, 19l2� 6ear intcreat at tha nte of six Dafcank oaP annu� qlculat�tl a# e daily r�td of 0.0061F6. All tncas uhleh bcca� Aalincue�t on ar aftcr }an. 7, 7982 xill tr�er iateraat at a rat� whicn vsrAax frw year to voar rith tha rate snnouncad Mr tha PX D�aariwnt of R�vsnue. RatRS for 298? throup� 2pd6 un be fountl in tha Pannsvlvani� Rasid�n# Instruetlbn �ooklat (REY-150Ur 4ha Panneylvanie Noo•Rasitlant tnstructian bookl�t CREV-1736) or on t�e Mo�rtwnt of RWV�nue W�b xii� rw.r�Wnue.at�ta.o�•us. Tha aco7i<able interaat ratas fo* 2q07 throuyh 2813 aro� Interast Da31v Int�rest Dailv Intarest Atily V�er RaYe Factor Y�er R�t� Faetor Y�ar Ra;• Factor 2p07 BY. .000219 2tlOB ]Y. .00019I 2004 5% .00613'! 201U 4Y. .608110 201F•2D13 3Y. .68HC82 Inksrest is caleulabtl as follwx� INTfREST = MLAMCE 6F TAX UNPAtD % NUNIER OF MYS DElINOUENT X DA1lY INTEkE&T KACTOR AiSY notiw issueA ettar the tvc baco�ax aelfneuant wdil reflect an inYerast caiculattan to 35 days bcvantl tha daka of t�e aszassont. If osvM�nt is �atle after kha }�terest co�outation date shwM1 6n iha r�otice, atltlitional inta�esi �ust bc celculetaG. NOTICE tlF INHERITANCE TpX . � pennsylvania BURHAU OF 2NDIYIDUAL TAXES APPRAISEMENT, ALIOWANCE OR DISA�LOWANCE DEPARTMENT Of REVENUf INNERRAHCE TA% DSYZSIQN PO FO% 2b9a87 6F DEDUCTIONS, AHD ASSESSMENT OF TA7S 4N Rfl'-154a IX AFP (iz-72T NARRISlUIt6 PA in2E-06Ui .. .- J6INTLV HELD OR TRUST ASSETS r ;; -; rv r (: ' _ . ., � �""� � � DATE Oh^30-2013 i�t'.. - � ��'� • ' ' � �' ��y ESTATE 4F DAVIES R4BERTA D DATE 8F pEXTN a9-28-2�12 � _ � `;=�� ,�� 1 FILE NUMBER 21 12-1252 -�--� - - COUNTY CUMBERLAND - SSN/DC ..;.,. � .. „ PAULA D TR�,`d�.i;:`� `�� ACN 12156292 115 MESSIAH�£i`�yr��y,�"j' i;ii�.�i;l APPEAL BY DATE:11-04-2013 M E C HAN I CS C��6��;t�P��1�7 0��-�Q 9 {See reverse side uader Objectfons) Arau�t Rarittsd �--��-� MAKE CHECK PAYABLE AND REMIT pAYMENT T0: REGISTER dF WILLS 1 COURTH4USE SQUARE CARLISLE PA 17013 CUT A18N6 THIS LINE � RETAIN �OWER PORTIBM FDR YOUR REtUROS � -""'--'.' --".."-""'^'-"^'---'."--"".---'."---""---""--"'_---'.""""_---' REV-1548 EX AFP C12-12) . NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWAMCE OR DISAL�OWANCE qF DEDUCTI6kS, AND ASSESSXEN7 4F TAX 4H JOINTLY HELD OR TRUST ASSETS _ DATE• 09-10-207,3 ESTATE OF:QAYIES ROHERTA 0 DA7E 4F DEATN:04-28-2012 COUNTY:CUMBERLAND FILE NO. : pl 12-1252 S.S/D.C. NO. : ACN: 12156192 TAX RETURH WAS: CX} ACCEPTED AS FILED C } CkAN6EQ JDINT 4R TRUST ASSET INFORMATIBN FINANCIAL TNSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 272428-11 TYPE OF ACCOUN7: { 3SAYIN6S f �0 CHECKIN6 L }TRUST f 37IME CERTIFFCATE DATE £STAB�ISNED 10-03-2005 Account Balance 1.208.64 NOTE: TD ENSURE PROPER CREOIT TO Percent Taxabie X 0.083 Y4UR ACC4UNT. SUBMIT THE Amaunt Sutrject to Tax 1Q0.72 UPPER PORTIpN OF THIS NOTICE Debts and 1leductians .00 WITH YOUR TAX PAYMENT TO THE Taxabie Aa�ount 100.72 RECISTER OF WItLS AT THE Tax Rate r .045 ABOVE ADDRESS. MAKE CHECK Tax Due 4.53 OR M4NEV OROER PAYABLE T0: "REGTSTER OF WILLS, AGENT." TAX CBEDZTS: PAYMENT RECEIPT DISCOUNT (+) pM0UN7 PATp DATE HUMBER INTEREST/PEN PAId (-) 0$-17-2013 SBA➢JUST .00 4,55 TOTAI TAX PAYXENT 4.53 BALANCE OF TAX DUE .00 � INTEREST AND PEN. .Op TOTAL DUE .00 � TP PAID AFTER TXSS DAT6. SEE REYEB5E FOR CA�CULATIGN OF ADDI7ZONAL INTEREST. . �--�` TF 7�7A� DUE ZS REFi.ECTEO AS A TMCREDIT° tCR}, YOU NAY SE DUE A REFUND. SEE REVERSE SZDE 8i THIS FqRM FOR ZNS7RUCTLONS. PU(ipOSE OF NOTICE: 7o fulfill tbe roouire�antz of Ssttfon 2140 of the Inbprikanw and Estate Ten Rct, Act 23 af 2000. O2 P.5. 3ection 424(1). PRYMENT: Deteeh t�a taq Oortion of this not4ta antl subWit rith your o�v�ent to the ke0ister of Wills orin#atl on tha rov¢rse si80. M�ka ch�ck or �omy ordar o�ribi� to: Ropist�r af Wills, Ay�nt. FaiYurc to psy tfit ta�e. inttrtst and o�na}ky tlw wv r�sult in tha filirW ot a lian in the avorop�iata countY or thp issuance of an Orclfan's Court citatian. REFIR7P tCR): A rofund uf e fau cwtlit, xM1icM vas not »qubstatl on tha tmc return, spi bs roWastatl bY cawlatiny an "Appliution fior Refund of P•nnsylvenie Inharitence and Eatate Tnc^ CREY-1315). Aool3cetfons sra arailabir frvow th� Owart�anti's N�0 aAt� �t www.w. .�iwa.a•Y�t�,Da.ua W� R�yiabr of Mills or RwYeua pistrlet pff5e� or fro� tha Dap�M�mY s 24-�our snsr�Hnp siFv3e�� 1 50; s�rriecs far locoa5nrs�wfth spasial h�erin9 and/or sD�NCinp nretls: 7-584-447•302U� tiT un7y3. OBJECTIONSe Artl Oartv in intarast not satisffotl vith tha �Dpraia��nt, �llw�nca or dissllwanca af d�tluctioos or asa�sn�an4 of 4pz (incluainp tllseount or iMensU �a s�ovn on i�is notic� �ry ob3k¢t within bP das of kM tlake of r�e�iot of this notice bYs A> Protest to tha PA Wpartsint of Rerenw, BoeM oi Appsals by filirW a nrotest onlSne at ww. Mof a �s:s l s: .0 on or titfota ihe d9�•Aap�aypea2 ptriatl oxpina. In o�Mr for an r ic tM �probst ko b� valitl, vw wat nc�9r� a eonfirr�tion nuWbor antl procassetl tlata fro� ihr posrtl of App��la Wab sib. Yau wb also srntl � rrikt�n oret�st to PA Wv�rkont of R�vmuc. 6wrd of Apo�als. PO !mc 2t7021, Xsrrisburp, PA ll128•1021. pwtitions �y not b� faot�E; or b1 Elaet to hare td� ��ttsr dst�r�i�sd at the aud4f bf tha avaonel ronresentative eccount; o� AS7XIN- C} Aovul t¢ thr 6rohana' Court. ISTRATIVE CORNBCTI�NS: Factual errors tliscowretl on ihia essassont shoultl ba atltlrossetl fn uritine to: PR Dwarben4 of Revenue, 9ureau of Individual T�ps, ATTN: Post AssassYmt Rarlw UniY, PO !oz 28060], Xerrisbury, PR 17128•0601 or call (717J lE7-b595. Sae PaOa 4 os ^Iasttuetions tor Inhsritantt Tne R�turn far a Residant Oec�tlanY^ fREY-15913 for an axa3enation of atl�irtixtret3vely corractabi� �rrops. OISCOUNT: �IF arry tax tlue is oeiC within thr�a calentlaw �onths eftar the tlecrtlant•s da�th, a fiva p�rcsnt dixcount of 4ha tax naitl it alloretl. PEtLSLTYa T�a. 15 ovomi ta: a�nastY non-n��ticioation p�naltv is CbYOYYYd an tha tak�l of tha tros anE iMarosk assessa�l an0 npt paid befor� Jan. 1!, 199b, tha first Oav +ftar tha and o{ t�a t� nn�stv pardod. This non-p�rticiVation pYD�1LY is LpPBa3�b1Y ill tlle swp pnnYr pntl iD the t�6 Sa�Y ti�e Dsfiatl aF Yeu voulq APpYal the Ltll( antl intBfest that has b�en asssasaE ss indicatad on this notSca. INTERESi: Fntarast is cherD�tl bapinninp rith first tlay of ddfnquantv or n3n� �oM�s �ntl one Eay fra� tha dato of tl�akh ta th� tl�ka of oav�ant. Tuas whlch b�e��y d�linau�nt b�fore Jen. 1, 1982� . beer intarest st tha rata�ot six p�reent eaF snnu� calculat�d at M d�ily r�te of O.ROtl164. All t�es wfiicb trecri dolinquant an or att�r Jan. 1. 1482 rill bear intarrst at a ratt rhich varfas fra� vear to vear witb tha rata announced bv tFa PA OaoarLank of Rav�nuo. Ratas f6r 1982 throuph 2066 can be fauntl in tpp P4nnrylvA01! Rasitlent Instrvction 600klot (REV4501?r tha PannsyYranie Non-Rasitlant Iostruek;on puaklat (REV-1936) or on the D�nyri�ant of Havonue W�b afte rw.rrv�nu�.st>t�.a�.us. Tfie aonlicablo 3at�rast rates for 20U1 throuph 2813 ares SnkaroSt Daily Ini4t�5[ bsilY ZntapPS4 OOiIY V.�ar Rat• Fector Yaar Rat• factor v�ar Ra#e Fpctor TOp7 8X .000219 ZOtl! 7Y. .000192 2009 SR .000137 � 70i0 4Y. A89iltl 2833-2013 3x .98UUl2 Intarosi is cnleulatad es follwa� SNifREST = MtAt2E OF 7A% UXPAZD X tlUMEER OP MYS �LIN4UENT X GI,IlY IN7ERE57 FACTOR Ar�y notice iaxuatl afler the iaz beco�es delino�ent will rafiect ao interest calculatian ta IS deYs beyontl She dete of the assess�ent. If pay��nt is �atle aftar the interast cu�putation da4a shwn on fhe notice, atltlltional interost �ust 4e ulculnted. NOTICE DF INNERITpNCE TAX j� pennsylvania BUREAU OF IHOIYIUUAL TAXES ■ �EPARTMEN7 4fREVENUE ZNNERITAtICE TAX DIYISION APPRAISEMENT, A�IOWAMCE OR DZSALLqWANCE l�� Pfl lp7C 2su607 GF DEpUCTI�NS, AND ASSESSMENT OF TAX ON REY-154a IX AFP a2-12) tiARRISlURG PA 17128-O60i ,Iq=NTLY HELD OR TRUST ASSE75 �`r � W.''��' ' . .. , UATE 09-10-2023 _ .. v� �•. --.� ESTATE OF DAYZES RpBEBTA D DATE OF DEATH 04-28-2012 ' �� :';:i=' � I'�� „ 1y FILE NUMBER 21 12-1252' �� COUNTY CUMBERLAND SSNlDC KAREN A DAVZE�� ;=E;;� �*?�- ACN 12E56141 115 MESSIAH C �-.� r� � a� APPEAL BY DATE:11-D9-2013 MECHANICSBURG�� Ec�� µ",��G+ug 60 (SeereversesideunderObjeedons) ��(l�-��U "i;.• ��S . A�ount RerYtted ��--� MAKE CHECK PAYABLE AND REMIT PAVMENT Tp: REGISTER pF WILLS 1 COURTH4USE SQUARE CARIISLE PA 1�013 CUT AlON6 THZS G.INE ""� RETAIN �6WE& PORTFBN F6R YOUR RECORDS �'"� -""""""-"' "-"«"--""---'."-"""'--""-""'^---""-"""--".`---`.""" REV-1548 EX AFP C12-12) NOTICE OF INNERITANCE TAX APPRAISEMEHT, ALLOYtANCE OR DISALLOWANCE OF DEDUCTF4NS. AND ASSESSMENT 4P TAX ON JOIMTIY NELD OR TBUST ASSETS DATEt 09-10-2013 ESTATE OF:DAVIES ROBERTA D DATE OE DEATN:09-28-2012 COUNTY:CUMBERtAND FILE NO. : 21 12-1252 S.S/D.C. NO. : ACN: 12156191 TA7( RETURN WAS: fX? ACCEPTED AS FSLED C } CHAN6E0 J6IN? OR TRUST ASSET SNFORMATION FINpNCIAL TNSTI7UTION: MEMBERS 1ST FCU ACCOUNT NO. : 272428-11 TYPE OF ACC6UNT: f }SAYIN6S { 7Q CHECKING C }TRUST f 3TIME CERTIPZCATE DATE ESTAB�iSHED IO-03-20U5 � Account Balance 1,208.64 NOTE: TO ENSURE PR�PER CREDIT T6 Percent Taxable X 0.0&3 YOUR ACC4UNT, SUBMIT THE Amaunt Sub3�ct to Tax 100•72 UPPER PORTION OF THIS NpTICE Debts and Lleductions •�0 WITH VOUR TAX PAYMENT TO 7HE Taxabla Amount 100.72 RE6ISTER 4F WILLS AT THE Tax Rate Y .045 A80VE ADDRESS. MAKE CHECK Tax Due 4.53 OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGEHT." TAX CREDITS: PAYMEN7 RECEIPI DISCOUNT C+) AMOUN7 PATD � pATE NUMBER IN7ERES7/PEN PAIp (-7 08-17-2013 SBAAJUST .DO 4.55 T4TA� TAX PAYXENT 4.53 BALANCE OF TAX DUE .00 INTEREST AN[1 PEN. .00 TOTAL DUE .00 . IF PAID APTEH THF5 DATEs SEE BEYERSE P6R CALCULATIUN 4F ADDTTIONA� INTEREST. • � SF TD7AL DUE SS REFIECTED AS A °CREDIT" {CR>, Y4U MAY BE DUE A REFUND. � 5EE REYERSE SZDE OF THZS FORM FOR INSTRUCTTONS. PURPUSE OF NOTICE� To fultill kbe rouuire�anYS of Sactfen 2140 uf the Inbahitanca end Esteta T>x Rcc. Act 2S of 2000. 02 P.5. 5aetian 9749). PAYMEN7� Dmtech the tnp Cortion cf this notiea mA subnit vith vcu� nay�ent to the Rapister of Wiils orintctl on the rxvarsa sias. Maka eMCk nr wntY ertlar vayeble to. Ra9ister nf Wills. A94nt. Failun tu ueY #�a tmc, intarast a�tl wnalty dua �mr r�svlt in the H7'sn9 of a 73en in tha aperaoriate countv or tM issvance pf an Orpfian's Caurt cltat3on. REFUND CCR3� A rofuntl of a taz credit, YM1Sch Kas ewt r�quta#ert en tfi+ t�c r�turn. �sv ta rvawst�d M <awlat3ny an "Appliuilon tor R�fund et Pannsylv�nia lnharitanw and Esbte Tns^ CNEY•1315). ADVlications era a!vi3ebla frbr tM Wo�rt��n4's W�E si#� at www.»vmu�.stM#�.ya.ua. �IW R�yfsl�r of Nilis ar R�vuw� Oistriet Oftica or fro� tne D�P�Mw�nt's 25•�our snaw�riny s�rv ee—'Y�Si - -'S�bBO; serv5eu ior iu[oaYars rith�sppcfel heeHn9 and/or speNC{np needsx 1-SOQ-447-3820 (TT onlr7. OBJECTIONS� Amr osrty io inbrast not satisf}od with tha epnraini�nt. slla+�nc� or tlisallowsnce ot dutluctions or eu�sxMCnt of tuc Uncludinp tl3eeount or infarost> es shown on t�is noLica �a ee5�ct vithin 6B� do�s of tM dab ot roc�ivt of t�is notfco bv� A> Protaat to the PA tHpartxnt of Ravsnuc� 6aard ef 8pptals Gy f13i� a probat onl#tto at Mw. MOf i Y�i atf. .Y op eF 6e}pM�tM1+ d0�diy aOAiik p@'iod pcpYt�s. In ord�r fer an�-� •�. filliG pPObst to'-0Y v�13d��, You��ust nwiro a conHrotion nuwbor ane urocozsea tlet� fro� kha bartl of �pp�als W�b xib. You MsY �lso srntl + wHx#�n orotut to P� D�periont af Rev�nu�. eo.ro af Aoaa�ls, PO !ex 2/7021, N�rrisburp, PA 1712r-3021, p�titiens Ny not Ga tmud; or !7 E7sct to hsrs ttu rsttar Ntar�incd at the autlit af tha a�rspnsl r�ort»niativ� acepunt; or A�lITN- C) Apual ta tM OrpMns' Court, ISTItATIYE CORRECTIONS: Factual errcrx tliscovewatl on ihis essassunt sheulA qa eddrossatl in writin4 to: PA papartonk of Rwenuer luraau of Ind3v3tlual Tmcos, ATTN� Pos4 Assoss�ent X�viw Unit, GO !we 280601, NarrisburD. PA 17128-U601 or <aA (7T7J 767-i5D5. Sas Papa 4 of °Inatruetflans fot Snhsritanco Tax Rsturn far a R�sStlent becadant^ ft{EY-75B7) fa� �n ezV3anation of aep�inistrotSva3y torrectatrlv aonrs. OISCpIINT� Ifi anv tuc dua is paitl vifhin t�r¢e calcntlar �onths eftar tha dacatlont's tlaath, a fiva pIf<enk dYSCDUnt of tha tan oaid is allaasd. PEIy{LTYx TM 35 oercant tnc xinasSy nomcarti<ination panaltv is <o�vuGU on tha tot»3 ef tha t�ass sntl iMtrosY asstssatl antl not pnfd b�foro J+In. 18. 399d. the Hrst tlav af#er tha �nd of th� t�uc e�n�stv periotl. Thld nen•oartAcipaiion p�oslty is �pp�alable in tha sna wnnar and in iha th� sa�� ti�e q�rioE as you voultl epp�el the taz anC interast that has bean assessed as irWieattd on tMs notica. INTEREST� Intqrest is che�p�tl bppinninp wlth tirst day of tlQinqumcv or niM �onk�s mntl ona Aay fron tha tlatf of daath in the detW of VaY�aM. Tarzu Mhith baeMU tlalinquant b�foro Jen. 1. 19l2, baa� intar¢sk at Ma rata of six patwnt OcW annu� ealcu3ekeA at e daily rata uf O.DOOXb4. AA taicu rhieh bccafe dolirwuaM on or aftar Jao. I, 1462 r3ll bsar inLrosk st a rate rhlefi varies fro� year to vaar rith tha rate announc�E bv th� PA OenartMant of Raranue. Bat¢s for 1982 throuph 2Upd can be found in tha Pannsvivania Residank Instruetion lookl�t CREV-1503), t�a PannsYlvenia Nan-kesidank Instruetipn Boakl�t CREVLL175Q or un the Uepart��nt of Rw�nu� W�b sito ww.r�wnw.sbta.D�•us. 7hY apolicable Sntcresk rates foh 2007 throuph 2013 arar 7ntcr�st Dailv Interast Dailv inqr�st DailY Y�er Rate Factor Y�nr Rata F,�cior V�ar^ Ratd Factor T007 B% .000219 2008 7% .000192 2009 5% .0110137 2034 4# .889110 2011-2013 S% .00U082 Intarezt is celeulatad as tol3ora+ SNTEREST = 9At.ANCE OF TAX 11NPAID % NiN16ER QP MYS 0€IdNGUEkT X IMTLY INT�ftESi FACTOf( AM �atice fssuetl attar the tax peee�es tla3{novanf w911 roflact an inMrwt calculafSon tc 15 tlays beyond the tleta of the eszess�ant. It nev�ant is �atlr efter tha foterest cuMDUtafion tlete sharn on the ntltice, atlditional inka�ast �us; b0 calculbfed. NOTICE OF INHERI7ANCE TAX i� pennsylvania 6UREAU OF INDIVIDUAL TAXES pfPARTMENT OFREVENUf INNERITANCE TA% OIViSION APPHAISEMENL A�L4WANCE tlR DISAL�OMANCE ��T PO l6X 258d@1 OF DEDUCTIONS, AND ASSESSMEHT OF TAX 6N REY-7548 IX AFP ti2-12J WiRRiS6uRG PA 17126-o5ai JOINTLY NELD OR 7RUS7 ASSETS � _i '�"��, '� ' ; i.�l" DATE 04-1Q-2013 ;, ESTATE OF DAYIES ROSERTA D - �-` �- � �� DATE OF DEA7H 09-28-2D12 , FILE NUMBER 21 12-1252 ..i.!;,j ��,':.P � r'I 1 � ��. COUNTY CUMBERLAND SSN/DC KAREN FDAYLES.�� ACN 1215b194 115 MESSIA��CIk, ,^. �r APPEAL BY DATE:11-p4-2013 MECHANI�U�Fa�`� Pk�1��055-8604 (SeereversesideunderObjections} GUe°�C�y�I�u GO., P4 A�a��t Re�itted �� MAKE CNECK PAYABLE AND REMIT PAYMENT T4s REGTSTER OF WILLS 1 CQURTHQUSE SQUARE CARLIStE PA 17013 CUT ALOtt6 TNZS LSNE � RETAIH L.DYtER PORTION FOR YOUR RECORDS � '-""--"""'-""-'�."-"..""--"'---""-'--'_'--"""--""'-"'.'--'.""--""--' REV-1548 EX AFP C12-12J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTI4MS> AND ASSESSXEN7 OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 09-I.p-2013 ESTATE OF:DAYIES ROSERTA D DATE OF ❑EATH:04-28-2012 COUNTYcCUMBERIAND PILE NO. : pl 12-1252 S.SlD.C. N4. : ACN: 12158194 TAX RETURN WAS: (XJ ACCEPTED AS FILEQ L l CHAN6ED J6ZNT 6R TRUST ASSE7 INFBRMATION FINANCIAL INSTITUTION: MEMBERS 1ST fCU ACCOUNT NO. ; 272426-05 7YPE OF ACCOUNT: LXJSAYIN6S t } CH£CKIN6 C }7RUST C )TINE CERTIFFCATE DATE ESTABLISHED 12-24-2�05 Accaunt 8alance 34.548.69 N07E: TO ENSURE PROPER CRE�IT TO Percorrt Taxable X 0.083 YOUR ACCOUNT. SUBMST THE An�ount Subject to Tsx 2,87$•44 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Aaount 2.876•F4 RE62STER QF WILLS AT THE Tax Rate Y .045 AB4VE ADDRESS. MAKE CHECK Tax Due 129.55 OR MONEY ORDER PAYpBLE T0: "REGISTER OF WIILS, AGENT." TAX CREDZTS: PAYMENT RECEIPT DISWUNT (+) pMOUNT PAIp tlATE NUMBER TN7EREST/PEN PAIp C-) INTEREST IS CHAR6ED THROU6H 09-18-2013 TOFA� TAX PAYMENT .QO AT TkE RATES APP�ICABIE AS OUTIINED ON THE BALANCE 8F TAX DUE 229.55 REVERSE SIpE OF THIS FORM INTEREST AND PEN. .87 F6TAL DUE 130.42 � IF PAID AFTER FHI5 O0.TE, SEE REYERSE fOR CALCULA720N pG A➢DITIONAL INTHREST. e `�� TF TOTAL DUE ZS REFIECTED AS A °CREDZTTM {�R), Y4U MAY EE DUE A REFUND. �+ SEE REYERSE SIDE �F 7HIS FqRM FOR INSTRUCTTONS. PUItpp5E OF NO7TCE: To fulfill tho roauire�tlMS of SdCtfon 2140 nf the Inhsritancc and Estato Test �ct, Act 23 of 2Vtl0. 02 P.5. Section 4140). PAVMENT+ De#eeh tha kap Doriion pf thiz nqtice anA sub�ii wit� yaur oav�ant te iha 6apistar of Wills orintcd on the rev¢rse sitla. Mek� Chack or WqeY erdvt DeYpbl� to� R�9ist�r of Wills. AqY�i. Failure to pay tho tau. ietar�s# �nd oam1W Gua �m� nsult i� the filinp of a 73an 9n the aoorop�3ete cpuntr or tha issuanee ¢t an Orptvx�•s Court c}}ation. REFtMD CCR): A rotuna nf e tm creAit. rhfcM1 ras not repowst<tl on tha taz re4urn, �av be rvrouastatl by ewolatiny an "Applfeation Per R�funtl bf Pennxylvanie Inhoritanea and Estaia T1uP' (REV•1313). Aoolieations are availabla frw tM1� Dw�rt��nk'rY�D nit� et rMV.1YV�mu.st N. a.VS.� �w R�O�sbr of Wills ar R�wnuW Diatriek Offiea or fra� tha D�Vart�an!•s�24-how �nq+�rin0iypvac�-a�50; s�rvices fer iaxosY�rs MSY� YPBti�l h1bM�0 and/or SMikinP �M�tlSZ I-E8�-447-3G2@ LTT only). OBJECTIONS� Arry oarLV 3a iniarast not satisffetl with tha a0prais�pntr eliwpnc� or dly�llannce of datluetiona or aszaas�an4 of tuc iSnelutlinp dfaeouM or Sn<aresU as shown an thiz notice �eY oD�ict w3�hSn bd du�s ot tha tlst� of r�e�iot of this noklco bvs A} protast to tha P8 Wpartvnt of Raranw. ioard ef APpasls by filinp a protast onlina at �rw.. a en�er�ti�tore tM dd-itr�'aYpetl 6�Hai �xpires. In ortl�r OP��M�I' �C� MO•L PI"OS19S to�pa vnlftl, vtlu��ust wca3vo a can{Snation nuebar and procassed da#e fro� the OearA of 11PP��13 W16 Sitc. VOY Mav �lso s�ntl � wrftkm orotesk Se PA WwrtNnt of Rwmua. �MM.ot� ADD��ls, p0 �ex�3l1021, 1brHaburq, PA 11124I037• PYtit;u�t n1y oot b� fu[�d{ or - D) Ele<t�to haw Yha ptt�r daUr�3n�d at khe auEit of tM vsrs6M1 r�ores�ntativc aecnunt; op qpMyµ� C} Atroaal to th� OrpM�s' Court. ISTftATIYE CORRECTIONS: FacSUal emars tliscoverpd on this assesswnk shoultl ba atltlrossetl in wriiinp to� PA Deperbent of Ravanw. Bunau af Iod3riAUa1 THCas, ATTN� Post Assfss�mt Rwi� UnfL PO Box 2l0601, Harrisburp, PA ]7129-0601 or ca7i t71?J 7S7-E5S5. S�s Aaqp 4 of ^Znstwetiom for IMtHt�nca Taz RKU�n far a R�SiGent Decetlwt^ tREYd581J tor an ase}enation of aMiniztrotivalv eorrectabla arrors. OISCOUNT� If anv tu[ tlua is wid within thwco calendor Wonths af4ar tM ticc�dant b Aapth, e fiva pa�cent ESSCOUnt of tha tax oa3tl fs allawed. PEH0.4TY: Tha 15 oercant tuc a�nantv nen-partt<ipetion panalH is cowutad on k�a tntal of tha taic and iMarast suaxxotl antl rvot peYd befon Jtn. lE, 1996, tha f9rst tlav aftar the aotl af tho tax Nnastv periotl. Th9n non-oarticiVation p�nalb is eoPa�LOL Sn th� s�� nnner antl in Yhe tM1a su� tiM� pariod pa You raulq aPVeal tha tau and int�rost that Ms baan azsaassd as indtcatetl o� this �oti<s. INTEREST: Intaresi is chsreed bapfnnine wfth Hret der of tlelinpuenev or n6na �ont�a antl one Eay fl'D� tho tlata of dNth to tAS detll of CsY�in#. Ta�ces WhiCh b�cq11� tldinau�nt b�fora Jen. 1. 1982� bOf inLYfffS �4 kh1 reta nf si% pP�C1n! DYF �OnY� Gl1CUlibYC !L i 0l11Y Mt1 Of O.ODU164. All traas uhich Eaera d�l3nqueat on or afU� Jan. 1. 14G2 xfll bta� Sntsrest at a rata xhieh varles fro� yoar to vear with tiw rata announcsa by tM PA UaeariMdnt of Rwanuo. Ratoa for 7452 thro�yh 2066 can be founA in tM P�nnsylvenfa R�sitlent Instructlon �ooklet tREVd501?, tAa Pmnnlvania Nnn^R�sitl�nt SnsiruetSan luaklat (REVQ7i6) or on the Deperkunt of k�vanw Web niL www,rvwnw.stwt�.oa.us. The aoolicbb3e intarest ratas tor 2887 Lhroup� 2Y13 aras Intrnst Dativ Inkarsst Dailv I�terest OsilY � Yoar Rata Fsetor Y�er Rat� F�etor Ylar R�ta Factor 2q07 8J.' .000219 2C08 7X .0�0192 20tl9 5% .tltl0137 293U 4S .86D110 2U11-2U1S 3% .OBV682 lntanst is celeuletRtl as follopse ZNTERES7 = MIANCf OF TAX tk1PAZD X NUlS6ER OF MYS OElSN4UEN7 % WILY SNTEftEST KACTOR Ar�v nofice 3sswtl sfiter the tu bb<was tlalineuent wiYl reflect an inbrost caiculatian to 15 davs bayena the date of thA assess�ent. If ow�ont is �ad¢ sfter tha intarest cowDUtation tle<a zhwn on the aoti<e, aEditfonal irvt4rnst �usk be calculakad. NUTILE OF INHERT7ANGE 7AX j .� pennsylvania BUREAU OF INDIVIDUAL TAXES DEPAHTMENT OFREVENUE INNERITIdKE TJ4X DIVISTQM APARAISENEN7, A��OWANLE OR DISAtLQWANCE ■ ■ PO DO% 2a9c0i 6F i}EDUCTIDFFS, A#iD ASSESSMEXT �F TAX Oti REl`-1545 ES AFP ti2-SF) HARIXISBURG PA 37128-od01 JOINTLY HELD OR TRUST ASSE7S `i�'� �' .°", . ' . ' DATE d9'1a-2013 _ . ., �( ( .;, .,:;i w�i .. _., ESTATE 4F IIAYIES ROBERTA D ��:� ', . ,_ DATE OF DEATH 09-28-2012 C � �°d FILE NUMBER 21 12-1252 ^� v�� :'��•,� " -` �� ' '� �-�. COUNTY ClINBERLAND ` �m�' SSNIDC Q�, " KAREN A DAVIES �-„� ; n . E,j...�'�.'E `.1`' ACN 1215b197 `J 115 MESSIAH CIR � 'J' CQuil�� APPEAL BY DATE:11-09-2013 � MECHANICSBURG P 0 .5 ,7A (SeereversesideunderObecdons �. i 1 , ti G�`� . . �+ � A�� u-• ' '� Arount ReNitted ��—�—� J� t��'' . � MAKE CHECK PAYA9LE AND REMIT PAVMEN7 TQ: ��,� , Y?,." ��t��-'"� � REGISTER OF WILLS �� 1 COUR7HOUSE SQUARE LARLISLE pA 17013 CU7 At4N6 THIS LINE � RETAIN �OWER PORTI6N FOR YOUR RECORDS � _""--"."-""'--""""""'--".`----"---""'-'-""---."--'-""---'^----"-'-"' REV-1548 EX AFP C12-12) NOTICE OF INMERITANCE TAX APPRAISEMENT, ALIOWANCE OR DISAI�OWANCE OF DEDUCT26NS: AND ASSESSMERT 6F TAX ON JOtNTLY NE�D OR �TRUST ASSE7S DATE: 09^1p-2013 ESTATE OF:DAYIES ROBERTA D DATE OF DEATH:Q9-28-2012 COUNTY:CUMBERLAND FILE NO. : 21 12-1252 S.S/D.C. N4. : ACN: 12156197 TAX RETURN WAS: CX? ACCEPTEp AS FILED C 3 CHANGED JOINT OR TRUST ASSET ZNFORMATION FINANCIAL INSTITU7ION: MEMBERS 1ST FCU ACCpUNT NO. : 272428-40 TYPE 6F ACCqUNT: { 7SAYIM6S { ) CHECKING t )TRUST C39TIME GERTIFZCATE DATE ESTABIISHED p3-25-2004 Aecount Balance 120,143.80 NOTE: TQ ENSURE PROPER CREDIT T4 Percent Taxable X O.lb6 YOUR ACCOUNT, SUBMSF THE Amount Sub3ect ta Tax 20,084.3� UPPER PORTIpN OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 2U,024.37 REGISTER OF WItL5 AT TNE Tax Rate v •045 AB4VE ADDRE5S. MAKE CHECK Tax Due 401 .10 OR M4NEY ORDER PAYABLE T0: "REG2STER OF WILLS, A6ENT." TAX CREDITS: PAYMENT RECEIPT DISCOUN7 Cf) AMOUN7 PAID DATE NUMBER INTEREST/PEN PAIp [-7 ZNTEREST IS CHAR6ED THROU6H 09-18-201'S TOFA� FAX PAYMEMT .00 AT THE RATES APPIICABIE AS OUT�INED ON THE BALANCE OF TAX DUE 901 .10 REVERSE SIDE OF 7HIS FpRM INTERES7 AND PEN. 6.06 TOTAL DUE 407.16 • IF PAZO AFTER 7HIS 4ATE. SEE REVERSE FaR CALCULATZON oF ADDTTiONAL TNTEREST. + { IF TOTRL 4UE ZS REFtECTED AS A ^CRE4ZT^ LCR}, YOU MAY BE DUE A REFUNII. `�{�` SEE REYERSE STDE aF THIS FQRN F6R INSTRUCTIONS. ��1,V PURP4SE OF NOTxCEa To fulfill thu roauirawants of Srction 2140 pf t�e Inharftanca and Esteta Tez Aet. AcY 25 ot 20D0. O2 P.S. $YCtion 4148). � PAYMENi� Oqtaeh tM tap oortion af this notici antl sub�it wikh you� om�ant ta tne Reeistar of Wills orinted on the �erorza sitle. Nake cback or woney ortiv naY+ble tw 8�pfrter of Wills, Ayent. FbYlura to paY tha taz, ietertst ae�E wa++1tY �ue �m roxult in #h¢ filirq qf n lian in th¢ avvropr£ate countY or }M issuencr of an Oro�a�'s Ceurt citation. REFiktA ttR)x A ratund of e ka�c crvCit� rhith v»x not rvwas*cd on thK terz r�tu�nr � 6a ratlu�atetl by aoipF�tinp an "Appliution Aor R�tuntl at 4�nnsylvenia ln��hitanw and Estet� Tm[" CREV•13137. �OOlications aro awil�bla fro� LhN D�wbhmYS W�4 a1t��at�y.r v�nuost#t��,oa�.us,�elqr M91st�r of Mills uw Rwmue Oistriet pffiee o� frnW tM prpartNnt's 24•hour snw�rinp sar"�v" t��tl�d-33Z-2D5tlp s�rviesx fo� tu�o+Ydws rith apacfal haaHnO ��ar spbNCiny �padsi I-&99-447-3026 LT7 pnlyJ. OBJEC7IONS: Any oartv in lnter�st not satisHptl uith 4ha env��iw�nt, allaw�nc� o� Aisallqw�nn of tlstluctions ar assass�cbt of SaY (inclutlinp discount or in4arosU es shown on khia natic� �av obiact vitain 80 tlevs of tha tlat� of ruedpt of t�ia noYicr M� A) Protast to tha PA Wpa�Wnt of Revemt. Seard of Appta}.a bY Hliny a protest oNSna at M11N.bo bf �. }IF . Yn 6(' 4ifptY tIN 68-{{iy mpY;l P9('iOd �ItDifts. In orAer on an'� a�Nnle'iTOtYat to.by v�litl. vw ruat rae+lw a eonfir�stion nuwbar antl procaszab tlake fro� th6 BOa�G of ApqNls W�b slt�. YoU �n. elso s�nd � vrittan orok�st to PA D�vMPt��nL of Rersnus, loartl of App�als, PO toz 26kY21, XarHibury, P� 1712l-3021. P�Sitions �apl not b� funA; or !3 Elset to have th� ��ttar Aaterr�irt�A at tM euCit eF the oaraoosl roo�es�ntatira accauM; or AOXFN- C} Aeptal to ttw 9rpA�ns' Ceurt. ISTRATIVE CORRECTIONS� Fectual errors diseovaratl on t�is assess�en; should be edtlrassad Sn uritina ka: P� Dapart�ant of Hovenua. lwuu of IndlvlAUS1 Tu[os, AT7Ne post Assess�ent Rariaw Unit, Pp 6ox �80601, Narrisbur�p, PA ll12l-0601 or ca37 {717? 7D7-6545. Ssa Fa90 4 ef ^Instruetio-ns tor 2Marttanco Taz Atturn for a Rasitlant OacedenY° BEY-7547) f9r �� npl»nation of atlriniatratiralv cc�ractabl� �rrara. DISCOUNTi If ain tu� dua is naid uithin thraa eslentlar Wnnths aft�r th¢ tlacetlant's tl�eth, e fiv� pa�cent discount of tha !ax oald is a11waE. PENALTY: Tha 35 nercent tax a�mrsty non-particioatian penalty is ce�outad on tha tote3 af the t»x antl intarest azsessatl antl n6t PsSd Eefora den. 16, 1996r tha fi�sk dav sfker th� antl pf th� tqx b�n�sty O�riotl. This bOn-Datic]pation OYntllb is appe�labla in tM s��a �snner antl 1n th� tM1� ;MO iiu peNod e5 YDU �ou1E appaal Yhs t� antl intProst thEt�hiS at(1 lSSYSSid b5 3�]CltYf} O(1 {hii ftOkiCY. INT�REST: InHrost is cherpetl EspSnninp rith first tlay af tlalinvuencY ar ndne �onths and one day frow the tlete ot tluYh tp Yhe tlak� of oaY��nt. Tncas which baeaa d�linqu�nt bafore Jen. 1. 198Zr 61AC 9oYeraSt At t0� reta of six percant Oir mnw cA1cul�t�A �t � tl�ily ��tY of O.00tl164. All t�ces rhich bacar delirwuent on ar afibr Ja�. 1. 1482 xill bo�r iMarast et a ratt v�ich variss fraa Yatr to rear with }ha rato announcMd bv the PA Dapartunt of Reranup. Hattx tnr i%2 throupA ?006 can De fountl in the Pannsvlvanla RuiEmt Instruction 6oaklat CREV-3503), the P�nnsvlvania Non-R�sitl�nt FnstrucYioa 64oklat (REV•1736) or on tna Mpart�ant of Rwsnw W�b ait� rw.rw�nue.sLati.pa.us. The GYOSitabU 1l1Ye�aSY fiLY3 for ?�P7 t�rnuyh 2073 n�ar 7ntorasf Daily Sntarost Daily Zntsrast 6aily V�er Bate Peetor Y�sr Rat� Factor Y�ar Rqta Factor 2tlp7 PY. .000239 2qU8 7X .000192 2004 5X .00013] 2P1U 4Y. .00811a 2611-2013 3X .8BB082 Intor�s4 is caleulat�q ns follarsi SNTEREST = CALANCE OF TAX WBASD % NUMlER OG ILIYS DELINDUEkT X MIIY INTEREST fACTOR ArN netice ixsueA after the tu Oaceus tlelinquent will �efiest an fnteres} wlealstLan to 15 dsYs beyond the tleta of Ma essass��nt. If pay�mt is �atle efter the intoras! ewputation dake s�awn on tha notice, aaaikional interest �usk ba ealeulatetl. NOTICE OF INHERITANCE TAX � pennsytvania HUREAU OF INDIYIDUAL TAXES DEPARTMEN7 OfREVENUE IXNERZiANCE TAX AlYisi�i APPRAZSEMENT, A��OMANCE 8R DISALLpWANCE PO HAt 258607 OF DEDUCTIUNS. AND ASSESSBENT 8F TAX 8N RfY-754a IX AFP t72-123 1I7�RRISBUR6 PA 17128-Od01TM = ��'-Jp=NTLV NELD OR TRU$T ASSETS ;i -i✓ „ �� '�� - DATE 09-10-2013 ��•� � � ��" �" � �� J ESTATE OF DAYIES ROHERTA D q DATE 8F DEATH 04-28-2012 ,�,��,'.i �:�;:�. �j ;'j'j � �J. FILE NUMBER 21 12-1252 , ��" COUNTY CUMBERLANC! � SSNlDC PAU�A D TREM�+I�-'=��i ��• AGN 12156145 - 115 MESSIAH C '-'�"` `��'2:,' +.%'�:,��-�.�� (�i�,'i�,�:,.. APPEAL BY DATE:11-09-2013 M E C HAN I CS B U R��(f�¢SZ,{$§� (See reverse side under Objeclions) t� A�cuat Rerittad E---�-� MAKE CHECK PAYABLE AND REMIT PAYMEN7 T0: REGISTER OF WILLS 1 C4URTH6USE S4UARE CAR�ISLE PA 1�p13 CUT AIONfi 7HZS l2NE '�"� RETAIN �OWER PORTION FOR YOUR RECORDS F -""-"""'-"""'-"'^'-"'.----'.'---""-""'-'--".'---""--""^---"-'--.."-"' REV-1548 EX AFP C12-12� N�TICE OF INHERITANCE TAX APPRAISEMENTs ALLOWANGE OR DISAILqWAMCE OF DEDUCTIONS, AND ASSESSMENT 4F TAX ON JOINTLY NEID OR TRUST ASSETS DATE: 09-10-2013 ESTATE Of:DAYIE5 ROBERTA D 6ATE OF DEATH:04-26-2012 COUNTY:CUM&ERlANO FILE NO. : 21 12-1252 S.S/D.C. N4. : ACN: 12156195 TAX RETURN WAS: CX> ACCEPTEp AS FIIE➢ C J CHANGE➢ J4INT 6R TRUST ASSET ZNF4RMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 272428-05 TYPE OP ACCOUNT: tX}SAYIN6S C } CHEGKFN6 C }TRUS7 C 7TINE CERTIFICATE DATE ESTABtZSHED 12-24-2005 Atcount Balance 34,548.69 NOTE: TO ENSURE PR�PER CREDIT TO Percent 7axable X 0.483 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 2,$7$.94 UPPER PORTIpN OF THIS NO7ICE Debts and Cleductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Ap�ount 2,878•94 REGISTER OF WIILS AT THE Tsx Rate Y .Q45 AB4YE ADDRESS. MAKE CHECK Tax Due 129.55 OR MONEY ORDER PAYABLE T0: "REGTSTER OF WILISr A6ENT.'• 7AX CREDITS; PAYMENT RECESPT DISCOUNT (+) AMOUNT PAIp pATE NUMBER INTEREST/PEN PAID C-) INTEREST IS CHAR6E0 TNROUGH 09-18-2013 TOTAI. TAX PAYXENT .00 AT THE RATES APPlICABLE AS QUTCINED ON THE BALAHCE 8f 7AX DUE 129.55 REVERSE SIDE OF THIS FpRM INTEREST AHD PEN. .87 70TAL DUE 130.42 + IF PAID pFTER THIS DATE. SEE REVERSE F6R CA�CULATIpN OF 0.DSIITIONAL INTEREST. + �� LF TOTA1. DUE IS REFIfCTEb AS A "•CREDZT^ {CR}, ypp NAY HE DUE A REFUNb. SEE REVERSE SIDE OF 7HZS FORM GOR ZiiSTRUCTitlNS. PURPOSE OF NOTICE� To fulfill khe reauirc�ents of 5eotfon 214U of The In�eritsnce antl Estata Te�r Aet, Act 2i of 2�Otl. (72 P.5. Saction 4766). PAYMENT: O�teCh tha t4V nOrYion oi this nokiCO and SUbMit with yoUr pry�ant te tha RYqiSter ot W1115 orinkktl en Sha ��vYfse side. Meke thaGk or �oMy O�tl�� 4�YlMla to: ftlpist�� Of Wdl3s, Ayfpt. FaYlure to paY tha tmq intarast and v��1W eWa �av rosult in t�o filinp af a iitn 3n tha aPP�ODNete eounty or tha 3s:aane¢ of an Orpl+en•s Court citat3on. REFtIHD tCN}: t ratuntl of a tau ersdit� rhieA rss not riv4�statl a� thi tsx raturn, ras+ Oe r�ep»st�d by ta�nlitino an "Apclication for R�fund of P�imaYlvanis Inharitance end Es:at� Tau° CREV-1313). ApclicWtiona ara evaileble Prow th��MO��nt'a YNb s3t� at�rw.r�v�nur.st!# .o�.ur. imr R�oixt�r of M111s nr�R�s�xu� District OfHee or Ppo� t�e D�p��bmt's 24•hour anaw�Mnp a�rriu��l-��Sb; s�rvic�a for tazoq6rx rith speci�l MarTnp antl/or sW+f[1n9 M�dS� I-lB4-447-3828 C7T M1YJ. OBJECTYONS� R�ry partv in in4arost nqt sntisfzatl with the e0oroia�onkr ailov�rycp er tlisalla+inca of tlatluctiona ar essass�cnt of tex (intlutling distount or inHr�st) as s�ovn on this notic� M�v obj�c! uith3n bq tlavs of tM Aate oP r�eaiot pf this nakice bv� A) Frotcst to the PA Mpartwnt of R¢ronuW� boarG of App�als M filing a protast onl3na at vww.troartlet al .stals. .us on er Wfore tM dil-dtY anwsl P�riod n[pir�s. In erd�� for �n f ti; ronie p�olast to bp vplitl, va4 �ust n4aive a eoofir�atiort nu�bar end procssseC tlala fro� tp1 board of �ppu15 W�b sii�. You �N elso spOtl a writUn prot�st to P� Mpa1't��nt of Rw�nua, SOlPtl O4 APP�i15� p'b ►me 861p21, Narrisbupp. P� 1712H-1B21. Pit145enc�Y,y�noL�l� frfrotlp or � D7 Elact ta haw tbe �attar 6atenimE at the auCit of tM wrsonal no�asmtatiw account; or ADMIN- C) Avneal to tha Orohnna' Ccurt. � ISTRpTFVE CORRECTIONS: Factual errors tliscowratl on ihis nssass�an# should ba stltlnssed in �ritinp #oi Pn Uapmrt�ant of Rovanue, BuFaau of Intl3v30ua1 TezaS, ATTN� Post Assasx�on! R�ri4M Unit. PO pooc 280L01, Marrisburp, P� 17128•0601 � c� call C717) 7&7-b585. Sae Pape 4 uf °Znsti'uttions foP Inh�HtmGe Tnt Riturn fer a Roxi6eat Dectdaot^ {REY-ISD7) for an axaianatien.af atl�inistrat}rolr cornctabie arroTS. OISCOUNT: IP airy tax dus is naitl within three ealentlar �ont�s sftsr t�e dpcad�nt's tleath. a tive parunt tldscaun4 of kha iax vaid is allweea. PENALTY� 7M 35 narcant tuc a�nsxb non-participation pmaity ix cotnutad on the total of the tar antl inierost azsessetl antl nnt naitl Gafore Jen. 18. 1996. ina first tlw aftar the �nd afi khe t� e�nasty p�MoG. This non-Varticipation pcnelty ii eppRalebl� in tha swc ��nn�r snd in tha thp sao ti�a p1Hetl as y0U weultl bppoal tha tex antl iMCrast thnf hez be�o azsess�d as Sntlicatetl nn this notfca. INTERE57: Intarosi iz cherpatl D+yinninp vith first day of Aa3inqwo<v or n5np �onths antl one tlay � fro� tha tlaYc of tl�aih to the datW nf nar��nt. Tazas which C�c�� G�linou�n4 bofore Jnn. 1. 1982� brar intarsst at tha rota of sis pareant ner aenu� ulculrtad �t i tlailv rat� of o.0011164. All tazcs whlch bsc�s tlalinCUmt on or aft�P Jan. 1� 7982 rill bear intarost at s rato xhich rarios fro� year to vear r]th the rets announcoA bv tM PA Moart�rnt of Rev�nw. Retax for 1Bb2 thrauph 2�C6 ean br tpund in tha PonnsylvpMa R�sidwt Inatruetio� eeoklat (REV-15011, tho Pannavlvania Non-Rasident Instruclion Bedklet cREV•1736) ar an tha Dap�rt�mt of Rav�nua web aite VW.PYWAW�SYiL�.Dd.Y3. Tha apolicpbla int�rost retes for 2UU7 t�rpuph 2U13 aru Intanzt Dailv Interez# Daily Zntatvst ➢ailY � VYar Rate Fector Y��r Rate Faetor V�ar Rata Fackar 2p07 BY. .OD0219 2P48 7# .Oa0192 2009 6X .00013� 291D W: .00Bil@ 2411-2Q23 3X .000U82 Interost is celculabd AS followst TNTERfST = lAUNCE OF TAX IMPAI➢ % NUM�ER 0� MYS DElIM4UENT X IY.ILY IMTEREST FACTOR Arry noH<e 3ssueC aftar tha tuc Eaee�es delfnpuant w332 reflec4 an interos{ caleu3ation to 15 daYs beYOntl the tleta of the assass�ant. If oayont is �atla afilor the interast co�putation tlete snown on the notfce, atltliklenal intar4st �ust be celcula�ad. NOTILE OF INHERITANCE TAX � pennsylvania BUREAU OF INOIVIDUAL TAXES DEPRRTMENT OFREVEN�E INXERIT�NCE TiU( OIVISION APPRAISEMENT. ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF,�EDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 D! RFP (12-12) IURRISBURG PA 17I28-0601 - JOINTLY HELD OR TRUST ASSETS p (�!' � • �'.i ._ � i�� /�� ` r._,,,�.. .:. �,� �. ... .�. DATE 09-10-2013 '��`'"" � ESTATE OF DAVIES ROBERTA D - , � � DATE OF DEATH 09-28-2012 ��.,"�.� �� .', ��' ° FILE NUMBER 21 12-1252 COUNTY CUMBERLAND PAULA D TRE�I�C`'��'� `�� . _ SSN/DC ACN 12156189 115 MESSIAH �}Q��i`lA�� `'G�`��s�� p� APPEAL BY DATE:11-09-2013 M E C HAN I CS B�t�.�Q E�a,p.9�£o s��-e 6 0 9 (See reverse side under Objections) A�ount Re�ittad �--� MAKE CNECK PAYABLE AND REMI7 PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT AlON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � "---"'-""-------""-'-------"'-------"'--------"------"'------"-------"-------" REV-1548 EX AFP C12-12) NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALIOWANCE OF DEDUCTIONS. AHD ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSE7S DATE: 09-10-2013 ESTATE OF:DAVIES ROBERTA D DATE OF DEATH:09-28-2012 COUNTY:CUMBERLAND FILE NO. : pl 12-1252 S.S/D.C. NO. : ACN: 12156189 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHAN6ED JOINT OR TRUS7 ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 272428-00 TYPE OF ACCOUNT: ( IOSAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 10-03-2005 Account Balanee 8,940.83 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X O.b83 YOUR ACCOUNT. SUBMIT THE Amount Sub�ect to Tax 745.04 UPPER PORTION OF THIS NOTICE Debts and Deduetions ' .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 745.04 REGISTER OF WILLS AT THE Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK Tax Due 33.53 OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) INTEREST IS CHARGED THROU6H 09-18-2013 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 33.53 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .23 TOTAL DUE 33.76 � IF PAID AFTER THIS DATE, SEE REVERSE FOR CALLULATION 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. PIMiPOSE OF NOTICE: To fulfill tha reaulre�ants of Saetion 2140 of the Inhcritenca anE Estata Tax Act. Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Dataeh the tou nortion of ihis notiea antl sub�it �ith your pay�ant to tha Rspister of Wills orintetl on the reverse sitle. Meke chack or �oncy orAar oavabls ta� Rapiskar of Wills, Apant. Failure to pav the 4�x, intarast antl o�n�ltv due �ay result in tha filinp of a lien in t�a aoorooriate county or khe issuance of an Oeohan's Courf citafien. REFUND (CR)i A rofuntl of a tarz ercASL. whic� was not nweatatl on the t�x raturn. �av pa rwu�ztatl by ewolRinp an "�ppllc�tion for R�funtl of P�nnsfrlrania lnherH�nee antl EsLta Tuc" (REV4313). Aoolications are available fra� tM D�Derbent'z M�b sib it MM.MV�MI�.ttFtbD�•YD �rN R�pistar of Wills or Rrv�nu� Diatrict Offic� or fro� tha O�oart��nt's 24-Aour anaw��in0 sI'v e��--�-�1 5B; services for tauowa�s vith so�eiel haering and/or swakinp nseES� 1-800-447-3020 CTT onlv). OBJECTIQlS� •ro narty in iniarast not satisfiaE �ith t�a aonreis�ent. allwanea er dlsallwane� of tlaEUetions or assess�a�t of tax (ineludinB tlizeount or intansU as shovn en this notiu ��y ebiaet rithin 60 tlavs of the tlala of roeaiot of this notice bY: A) Protast ta t�e PA D�osrt��nt of Revanue, bertl of Rooaals Ov f93inp a orotast online at www:bwrEOT ala.st U: r.us on or bafon !M 60-EaY�wv+al OaPiotl lzoina. In orE�r tor�.�a � rstrOmld�oFObst to E� vAlid. You �ust nceiva a confir��4ion mrbar end processatl data frw tM 6oerd of App��ls W�b siL. You ��v slso s�ntl a writbn orot�st to PA D�n��tw�nt of Raranue, 6oartl of �p6a�ls, PD fex 263921. Harrisburp. PA 1712l-1�2L�MMLfoOS �ay mt ti� fuuA; or � B) Elact to hara ths ��tt�r tlal�r�ineA at th� �utlft of th� nsrsonal r�Orss�nt�tSvo acceun4; or qp�IN- G AoDaal to the OrOhans' Court. ISTR�TIVE CORRECTI�NS: Fectual errors Aiscoraratl on this sssass�ent should ba atldrassad in rritinp to: PA Oeoart�ent of Ravanue, Burcau of InAivitlual Tsxas, ATTN� Post Assass�an! Raviaw Unii, PO Bw[ 280601, Marrisburp. PA 17128-0601 or call (717) 7l7-65a5. Saa Papa 4 of "Instructions for In�eMtano Tax Raturn for a RasiAant Dwatlant^ (REV-1501) for an sxolm�iion of atl�inistrstivalv corr�c4abla amars. DISCOUNT: If any tax tlua is oaitl rithin t�ree calentler �an4hs eftar <n. a.o.a.ot•: a.acn. . fiva oareant tliscount of the tax paitl is ellowetl. PENAITY: T�e 15 nercenC tux �nasty non•partieioation oanaltv ia cowutatl on t�a total. of t�a tmc antl interrst essesseE anE not oaitl bafora Jsn. 1!� 1996� th� firzt EaY aftar tha �nd of tha tu[ a�nesty periotl. T�is non-psrticipation oenalb is aVYealebla in ths se�a wnnar antl in tho t�a sa�e ti�e oeriod as you would avDael the tax and interost that h�s b��n azs�ss�tl as intlicat�C on this notice. � INTEREST: Interost is eharpatl bapinninp wit� firs4 dav of dalinquaney or nina wnths and ona dav fro� tha data of tl�ath ta the data of aavont. Tuas which baer� d�linqu�nt E�tora Jan. 1, 1982. baar interast st tha rata of six n�rcmi o�r annu� caleulataE at � tlailv rata of O.BD0164. All taxas which baca�� d�linqusnt on or afbr Jan. 1, 1982 rill baar interast at a rata vhich varias fro� vaer to vaer wit� the rata announced by tM PA Daoart�ant of R�v�nua. Ratas far 1982 throuph 2006 can be found in iha Pannsvlvania Rasitlant Instructian Booklat (REY•1501), ihe Pannsvlvania Non-Razitlant Instruetion Booklat (REV-1736) or on tha Uepart�ant of Rwanua Web sika ww.rav�nua.stata.o�.uz. T�e aoolicaCle interast ratas for 2007 throuph 2013 are: In4erast Dailv Interest Dailv IntarasY Daily Y�ar Rata Fsctor Y�ar Rata Fsetor Y�ar Rat• Faetor 200] 8X .0�0219 2008 7X .000192 2009 5X .000131 . . 2010 4X .000110 20114013 3% .OU0082 Intarast iz caleulatatl az follovsv INTEREST � MLANCE OF TN! UNPRID X NUMlE4 OF d1YS OELINOIIENT X MILY INTEREST FACTOR Am nokiw izwatl after !he tv� beewas tlalinauwt vill refleci an interest celwlat3on to 15 tlavs beYOntl the tlate of Y�e assess�ant. If on��n4 is �ada afia� iha inta�ast ewputation tlata s�q+n on the notice, atltlitionel interest �ust Ea calculatcd.