HomeMy WebLinkAbout97-0399 � 1505610105
REV-1500Ex`°2_ll„�, �
PA Department of Revenue pennsylvania OFFICIAL USE oNLY
Bureau of Individual Taxes �""p'"`»'� County Code Year File Number
Po Boxz8o6oi INHERITANCE TAX RETURN �/ /� �
Harrisbur ,PA i'7128-0601 RESIDENT DECEDENT �
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
106-12-9855 12/28/1995 06/09/1921
DecedenYs Last Name Suffix DecedenYs First Name MI
Thompson Charles E
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
(� 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death
Prior to 12-13-82)
p 4.Limited Estate p 4a.Future interest Compromise(date of p 5. Federal Estate Tax Return Required
death after 12-12-82)
O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
��
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED�^
Name Daytime Telephon�'Dlumber �� �:� �
� ,.�
m
William S. Daniels (717)243-383i� � � ? �
REGISTER OF WIF��i3E Ol�bl'j �i.�{�
- _.,_ �_� W ' C:7
.,.. , .
_ . . 7
' y C>
First Line of Address � ' � -� „ 'Tt
�.� <.::? . '7'9
1 West High Street � ' �' "�� � �� ��
-' rv r— rn
Second Line of Address " { �"'� 0
� �� � 'ri
Suite 205 �' --a
City or Post Office State ZIP Code DATE FILED
Carlisle PA 17013
CorrespondenYs e-maii address:humeranddaniels@outlook.com
Under penalties of perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
Vincent C cia-4135 Bri ad, Lane, Colorado Springs, CO 80909
L�T F PREPARER OT AN PRESENTATIVE DATE
ADDRESS � �
Humer and Daniels Law Office- 1 West High Street, Suite 205, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 150561�105 15�56101�5 J
��t/
_ _ _
__
_ __. _ _
� 1505610205
REV-1500 EX(FI)
DecedenYs Social Security Number
�ecedent's Name: ChB�IeS E ThOmpson 106-12-9855
RECAPITULATION
1. Real Estate(Schedule A). .. . . ......... . . .. . ........ ....... .. . . . . .. ... 1. 0.00
2. Stocks and Bonds(Schedule B) ...... . . . . . .. ................... ....... 2. 0.00
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . .... 3. 0.00
4. Mort a es and Notes Receivable Schedule D 4. 0.00
9 9 � ) . . ...... . . .. . ...... . . . . . ...
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).. . .... 5. �.00
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7. 25,484.25
8. Total Gross Assets total Lines 1 throu h 7 8. 25,484.25
� 9 ). . . .. ...... . . ................
9. Funeral Expenses and Administrative Costs(Schedule H)... ....... . .. . .. . . . 9. 1,634.92
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............... 10. 876.95
11. Total Deductions(total Lines 9 and 10)..... ........... . . ............ . . . 11. 2,511.87
12. Net Value of Estate(Line 8 minus Line 11) . .. ......... . .......... .. . .. .. 12. 22,972.38
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ....... . ............... . 13. 0.00
14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. 22,972.38
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0_ 15.
16. Amount of Line 14 taxable
at lineal rate X.0 6 16. 1,410.26
17. Amount of Line 14 taxable
at sibling rate X.12 17.
18. Amount of Line 14 taxable
at collateral rate X.15 18.
19. TAX DUE .. ..... ..... . . . . ........ . . ..................... . . . . . ..... 19. 1,410.26
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
L 1505610205 15�5610205 �
REV-1500 EX(FI) Page 3 File Number 2 (- r 9 r � � �� � �
Decedent's Complete Address:
DECEDENT'S NAME
Charles E. Thompson
STREETADDRESS
1 Longdorf Way
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 1,378.43
2. CreditslPayments
A.Prior Payments 1,410.26
B.Discount
Total Credits(A+g) (2) 1,410.26
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5)
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred.......................................................................................... ❑ �
b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ �
c. retain a reversionary interest .................................................................................................................:............ ❑ �
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ �
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ �
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ �
4. Did decedent own an individual retirement account,annuity or other non-probate properry,which
contains a beneficiary designation? ........................................................................................................................ � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994,and before Jan.1,1995,the tax rate imposetl on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
. The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(12)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA . �
DEPARTMENT OF REVENUE PENNSYIVANIA'
BUF{EAU OF INDIVIDUAL TAXES ~ `; REV-tt62 EX(�1-96)
DEPT.28060 ' INHERITANCE AND ESTATE TAX NO - � � ' r� "z
HARRISBUR�, PA 17128-0601
:. � ., . __.. a- j� �'
OFFiCIAL RECEIPT
RECEIVED FROM:
� ACN
� ASSESSMENT AMOUNT
, CONTROL
NUMBER
WILLZAM S DANIELS ESQ .14? �..1�411� 26
1 WEST ti I GH ST SU I TE 2t�5
CRRL I SLE, PA 17C�'13
- FOLD HERE
FOLD HERE -
ESTATE INFORMATION:
FILE NUMBER
�
NAME OF DECEDENT (LAST) (FIRST) (MI)
THCIMP�[}� f"HARI F� E
DATE OF PAYMENT
51�?i 19'�
POSTMARK DATE
ty/�.�C1 I1a�'•
COUNTY TOTALAMOUNT PAID �� a�►���_��
DATE OF DEATH �.�� ��
���'�`�'' i i ���'� <
REMARK�I LL I ANl S DAN I ELS iSL�, RECEIVED BY ;%��'�'jl.,! i._�, ra',�,�,t,:��-��y-v
i� �� �/// i c`���
P'iARY C. LE�J`!S ����-,..����../`= ,,�
SE�HEC1�# 1687 - ,-``_,_, REG I STER 0� W I LL a ,%
Law Offices
Humer and Daniels
William S. Daniels, Attorney
One West High Street, Suite 205
Carlisle, PA 17013
May 22, 2014
The Examiner
Bureau of Individual Taxes
Inheritance Tax Division
RE: PA File No. 21-1997-0399
Dear Examiner,
It is respectfully requested that interest on inheritance tax be waived or forgiven due to
extenuating circumstances. This decedent's estate was technically insolvent. But for the delayed
appearance of the sole asset held by the decedent at the time of his death (an IRA paid directly to
the named beneficiary, the decedent's daughter) there was no estate.All "estate settlement costs"
were borne and covered by advancements.
The alternate personal representative nominated in the decedent's Last Will was an Army officer
on active duty at large. He only became aware of an obligation to the Commonwealth of
Pennsylvania some 13 months following the decedent's death, upon receipt of the information
regarding the transfer of the previously unknown IRA. He then took responsibility for satisfying
the matter pro se. Subsequently he retained counsel and the estimated inheritance tax liability was
determined and promptly paid.
Credit is sought on behalf of the substitute personal representative for the inadvertent delay in
payment. He exercised initiative, diligence, and good faith throughout in conscientious efforts to
discharge properly the obligation of this peculiar estate. Under adverse, remote, and uncertain
conditions, he informally accepted responsibility as a foreign fiduciary to ensure that inheritance
taxes were paid out-of-pocket. Kindly forgo the imposition of additional expense on this situation.
Thank you.
Very truly yours,
c `� L"-''�-Z_
William S. Daniels
REV-1510 EX+ (08-09)
� pennsylvania SCHEDULE G
DEPAFTMENTOFREVENUE INTER-VIVOS TRANSFERS AND
INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OP FILE NUMBER
Charles E. Thompson 2197-0399
This schedule must be compieted and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD�S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF TME DEED fOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Financial Trust Company IRA No.001-0104216 25,474.58 100
Accrued Interest
9.67 25,484.25
TOTAL(Also enter on Line 7, Recapitulation) $ 25,484.25
If more space is needed,use additional sheets of paper of the same size.
P_03
Apr-1$-97 d5�57P _
;ti�IYiQUAL RETIREMEN� ACGOUNT _ Zl�
�INAI+IG iA� TRUST Ga[�aNY �
1 bl HIGH 5T, P O BOX 22t)
GARLiSL� sPA 17p13 _ _
�3QFtTN �IDDLEIUN OF�IG 1958 SPRING R�AD T�t. 727-2�r�-32I�
GARLFSLE PA �ANK �LN 23-O57C1�+20 y
_
�aRLY DIS8URSEN�t,iT I2-09-1980 RE�UIRC� DIS$URSENiEMI 1Z�C4-1991 , � , , ;
�Y^ � _ �`- - '
Tr I �t..7t .
GNARLES E TMOMPSQN FRA - ` �I-15=97 I _ , . -
4135 gitXGADaON LN . �efl►oo . .. . '
Fft�M TO _ . .
COtORA00 SPR�NGS GO 809A9-17o� _ . -� � : . .
O 1-Q1-96 I�--�i--96
�OCl�L S�CURI�iY !dd. 106-12-9855 �tETIREi''jfh1T I�. l+1Oi aD1Ubi29855
rrs n n�cnA�r�Yw. �enn�.n���.� � i��rtAn�Sar.T�carv� TRANRP(:T 1()N { i�r�i h1i�4C
._.. . .., ... . �. -_.... . . ., i C.�.T� . "-.'.,.�„ , ''
iCCtiUt+1T Cfdl-OLt�4216 ' � TYPE - I A CD RA�t 4.35�3
�4AT(,fRi�'`f 12-34-9$ : PRIUf� BALANCf : 27+STt►•58
�qYOUr DI�TftiBUrIt�Ai 't 03-41-9b' �.350+00 ' Z5y474+58
LIVT�R�ST 1 OL-0�-46� �?.67� 25*4R4.25 '�
tf{AIYS�ER OUT TU SENEFIGIARY '`iSI—OZ-96f Z5�484�25-F . rQ0
� � a _ , � _ _ —I , -.- _ _ , � � T
, � � �
� � � � � � � � — ( . . -
�._._____._ �_. . _ •
. ' _. _+ +
� . . . -
� �
t
� � �
. � ' ' �
`
I
: _ � !
� .
.� � a ��_ - - : � � � .--
I .
� � . . .
� 5
- �
� - � � _
�
�RIOR �ASH B,it_ �� Z7*��"ni�S�Y.aF�t�EMENTS � 2.�5o.D�
?LUS GREDITS - .00 FEO TAX i�lITH3-1ELD .OU
�L.t7S INT�REST g.6T ST TAX i�IItHHELD , .DO .
_ESS DEBITS 27*$34.�5, G4N7Ri8UTIt7NS SINGE Oi-01-96 �.
VE1� GASN BA� � •bQ F�Et 1995 . •OQ �
- FGiR �t9'9b .00 t
rOt'AL PLAH YAIUE � .�0 RQLLaVERS . � _ +��
'°AIR �4ARKE'T YALUE UF PLAAt Ar� t!#E EN�'s OF 199b _.00- `.. . "
. . . :
iHIS INFE1RMAi'IOIrE IS BEiNG �QRI�fA1t�Eb FQ 7H�
[NTERNAL REVENUE SERVICE ' .. . ' _ -
. .. ._.......s�-._..._ _._ - - .
04/18/97 19:48 TX/RX N0.0887 P.003 �
REV-1511 EX+ (OS-13)
� pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Charles E. Thompson 2197-0399
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Hoffman-Roth prepaid 0.00
2 Expenses for final arrangements of intemment 571.92
0.00
0.00
0.00
0.00
0.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: 0.00
Name(s)of Personal Representative(s) N/A
Street Address
City State ZIP
Year(s)Commission Paid:
Z. Attorney Fees:
1,032.00
3, Family Exemption: (If decedent's address is not the same as claimanYs,attach explanation.) 0.00
Claimant N/A
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• Probate Fees: 0.00
5. Accountant Fees: 0.00
6• Tax Return Preparer Fees: 0.00
�• Death certificates 16.00
$ Register of Wills,filing fees 15.00
0.00
0.00
0.00
0.00
TOTAL(Also enter on Line 9, Recapitulation) $ 1,634.92
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+ (12-12)
� pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OP FILE NUMBER
Charles E. Thompson 2197-0399
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• Medical bills 768.95
2. Federal Income Taxes 1995 108.00
TOTAL(Also enter on Line 10, Recapitulation) $ 876.95
If more space is needed,insert additional sheets of the same size.
NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX !�
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF THOMPSON CHARLES E
DATE OF DEATH 12-28-1995
FILE NUMBER 21 97-0399
COUNTY CUMBERLAND
DANIELS WILLIAM S ACN 101
STE 205 APPEAL DATE: 11-21-2014
1 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- � RETAIN LOWER PORTION FOR YOUR RECORDS 4—
-------------------- ----------------------------------------------- ---------------
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMPSON CHARLES EFILE NO. :21 97-0399 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portlor
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) . 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 25,484.25
8. Total Assets (8) 25.484.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 1 .634.92
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 876.95
11. Total Deductions (11) 2,511 .87
12. Net Value of Tax Return (12) 22,972.38
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (L4) N22'972 38
r (trTl1
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17c--1 and/or 19rrW ptl
reflect figures that include the total of all returns assessed i>D dat C0 �
ASSESSMENT OF TAX: ran v C -O _..( o
15. Amount of Line 14 at spousal rate (15) .00 Xjav:' r'
16. Amount of Line 14 taxable at lineal rate (16) 22.972-3R )FO = 1r378,34
17. Amount of Line 14 at sibling rate (17) -DD X--Ib O' T00
18. Amount of Line 14 taxable at collateral rate (18) .00 X -,115J ) r 0
19. Principal Tax Due V(J P1 ,3�8 4
TAX CREDITS: —{ cJ'1 p
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID 7 W
DATE NUMBER INTEREST/PEN PAID (-)
05-01-1997 AA211243 31 .92- 1,410.26
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-02-1997 TOTAL TAX PAYMENT 1 ,378.34
BALANCE OF TAX DUE . 00
INTEREST AND PEN. 41 .28
TOTAL DUE 41 .28
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�
REV-1470 EX(01-10) .
pennsylvania INHERITANCE TAX
7 DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Charles Thompson 2197-0399
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW Page 1
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX01-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 019747
DANIELS WILLIAM S
ONE W HIGH STREET STE 205
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
__________ --------
101 $41 .28
ESTATE INFORMATION: SSN:
FILE NUMBER: 2197-0399
DECEDENT NAME: THOMPSON CHARLES E
DATE OF PAYMENT: 10/02/2014
POSTMARK DATE: 10/02/2014
COUNTY: CUMBERLAND
DATE OF DEATH: 12/28/1995
TOTAL AMOUNT PAID: $41 .28
REMARKS:
CHECK# 1 163
INITIALS: DMB
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
Q9. W. _... pennsyLvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13)
INHERITANCE TAX DIVISION �"E�T, -OF ACCOUNT
PO BOX 280601 R EC OR DED S�, I Lj L
HARRISBURG PA 17128-0601 REGISTER OF WILLS DATE 10-14-2014
ESTATE OF THOMPSON CHARLES E
?019 ONT 20 PM 12 17 DATE OF DEATH 12-28-1995
CLERv CF FILE NUMBER 21 97-0399
' C COUNTY CUMBERLAND
DANIELS wiLQRRAlAl§SI' ACN 101
STE 205 CUMBI-RLANr
L Amount Remitted
I W HIGH ST
CARLISLE PA 17013-2951
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS -— - - - - - - -- - - - - - -
- ACCOUNT- - - - - I _TAX-STATEMENT 0 CONf_WF (12-13) INHERITANCE i 7
kiV'- __
_liif EX
ESTATE OF:THOMPSON CHARLES E FILE NO. : 21 97-0399 ACN: 101 DATE: 10-14-2014
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-15-2014
PRINCIPAL TAX DUE: 1,378.34
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-01-1997 AA211243 31.92- 1,410.26
10-02-2014 CDO19747 41.28- 41 .28
TOTAL TAX PAYMENT 1,578.34
BALANCE OF TAX DUE .Go
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS,