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HomeMy WebLinkAbout01-0427 \. / b-o;;~ 7-- \.5-- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISE"ENTL ALLOWANCE OR DISALLOWANCE OF DEDUCTION~, AND ASSESS"ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-l!i48 EX AFP el2-DD) SHIRLEY A SCHNEIDER 820 ISBURN ROAD APARTMENT 411 CAMP HILL PA 17~11 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 08-20-2001 WEAVER 01-12-2000 21 01-0427 CUMBERLAND 172-01-6787 00112384 GEORGE E Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-v=isiri-Ex--AFP--fi1f=ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-20-2001 ESTATE OF WEAVER GEORGE E DATE OF DEATH 01-12-2000 COUNTY CUMBERLAND FILE NO. 21 01-0427 TAX RETURN WAS: S.S/D.C. NO. 172-01-6787 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 00112384 FINANCIAL INSTITUTION: HARRIS SAVINGS BANK ACCOUNT NO. 05-66-231453 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST (X> TIME CERTIFICATE 08-07-1992 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 5,009.12 0.500 2,504.56 .00 2,504.56 .06 150.28 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 08-28-2001 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 150.28 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.54 TOTAL DUE 161.82 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /&-)) 7-5 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA ~ , I L{~'7 DEPARTMENT OF REVENUE t1",.(J -' tr NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP 02-00> SHIRLEY A SCHNEIDER APT 411 820 LISBURN RD CAMP HILL PA ~1011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-30-2001 WEAVER 01-12-2000 GEORGE E CUMBERLAND 172-01-6787 00117764 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-v=is4-i-Ex--AFP--fi1f:ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-30-2001 ESTATE OF WEAVER GEORGE E DATE OF DEATH 01-12-2000 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 172-01-6787 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 00117764 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5140257054 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE 08-07-1993 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 7,318.54 0.500 3,659.27 .00 3,659.27 .06 219.56 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 05-08-2001 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 219.56 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.79 TOTAL DUE 230.35 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) / t, .- t2,~ ~7 - 6- 'v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SHIRLEY A SCHNEIDER 820 LISBURN STREET APARTMENT 411 CAMP HILL COMMONWEALTH OF PENNSYLVANIA DEP~~TMENT OF REVENUE , ..J INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN *' REV-1604 EX AFP el2-00l 07-12-2002 WEAVER 01-12-2000 21 01-0427 CUMBERLAND 172-01-6787 02002794 GEORGE E Allount Rellitted PA, 17011-0000 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (12-00) -- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 07-12-2002 ESTATE OF WEAVER GEORGE E DATE OF DEATH 01-12-2000 COUNTY CUMBERLAND FILE NO. 21 01-0427 ADJUSTMENT BASED ON: S.S/D.C. NO. 172-01-6787 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 02002794 FINANCIAL INSTITUTION: HARRIS SAVINGS BANK ACCOUNT NO. 05-66-231453 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 08-07-1992 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .06 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) SHIRLEY SCHNEIDER A 820 L1SBURN ROAD APARTMENT 411 CAMP HILL PA 17011-0000 COMMONWEALTH 01: PENNSYLVANIA D~PART.M~~n~ REVENUE INHERITA.....vE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NO. COUNTY SSN/DC ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 REV.1604 EX AFP (03-97) 07 -12-2002 WEAVER GEORGE E 01-12-2000 21 01-0427 Cumberland 172-01-6787 02002795 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE 9 RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~............ -- --...... ---...... ----... ---... -- ----... --... ----......... -- ---..................... -- --...... ----......... -- --- -- -- ---............ ---...... ---...... --............... -- --......... --...... --... --......... -- --- --... ---- ---... -- --...... --...... REV-1604 EX AFP (03-97) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 07-12-2002 ESTATE OF WEAVER GEORGE E DATE OF DEATH 01-12-2000 COUNTY Cumberland FILE NO. 21 01-0427 SS/DC NO. 172-01-6787 ACN 02002795 ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5140257054 TYPE OF ACCOUNT: (0) SAVINGS (~) CHECKING (0) TRUST (0) TIME CERTIFICATE DATE ESTABLISHED 08-07-1993 Account Balance Percent Taxable Amount Subiect to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 0.00 0.500 0.00 0.00 0.00 .06 0.00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." X T AX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT 0.00 BALANCE OF TAX DUE 0.00 INTEREST AND PEN_ 0.00 TOTAL DUE 0.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) , YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PAYMENT: REFUND (CR): REPl Y TO: DISCOUNT: PENALTY: INTEREST: r~ 4 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 payable to: REGISTER OF WillS, AGENT. 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 Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-8094, TDD# (717) 772-2252 (Hearing Impaired Only). Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, A TIN: Post Assessment Review Unit, Dept. 280601 Harrisburg, PA 17128-0601, Phone (717) 787-6505. If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount of the tax paid is allowed. The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18,1996, the first day after the end of the tax amnesty period. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: YEAR 1982 1983 1984 1985 1986 1987 1988-1991 INTEREST RATE 20% 16% 11% 13% 10% 9% 11% DAILY INTEREST FACTOR .000247 .000192 .000247 .000192 .000219 .000247 .000164 DAILY INTEREST FACTOR .000548 .000438 .000301 .000356 .000274 .000247 .000301 YEAR 1992 1993-1994 1995-1998 1999 2000 2001 2002 INTEREST RATE 9% 7% 9% 7% 8% 9% 6% --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 fifteen (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. REV-1470 EX (6-88) ..-.., COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME INHERITANCE TAX EXPLANATION OF CHANGES GEORGE E WEAVER FILE NUMBER Dianne McClain ACN 2101-0427 02002794 02002795 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above referenced ACN's have been adjusted to zero since the Joint Bank Accounts were reported on the Inheritance Tax Return. The ACN's were previously assessed under ACN's 00112384 and 00117764. ROW Paqe 1 / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone July 11, 2002 7177876204 Bradley C. Jacobs Register of Wills York County Courthouse York, Pennsylvania 17401 Dear Mr. Jacobs: rA~1 ;;-\-,0 Re: Estate of George E. Weaver File No.: 6700-0549 County: York Date of Death: January 12, koo/ The subject decedent at death legally resided in Cumberland County; accordingly, you are authorized to cancel file number 6700-0549. All original inheritance tax documents for the subject decedent should be forwarded to the Cumberland County Register of Wills; however, you may wish to retain a copy in your county files. Included should be photocopies of all receipts for the collection of inheritance taxes in the subjec te which have been issued by your office. All m rs concernin this estate should be maintained under Cumberland County File Numbe '. 21 o~-~/ ..........,---,-- Sincerely, ~./'i /1 V}// OX; f i. ... (! I f.f:..:." /,'lA:r->- !.9 n C. Murphy, Chief L I () Inheritance Tax Division .j '1' . ~) Q ) t -,nf' -;:-n -----------~----------------------------- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDlVtDUAL TAXES DEPT.280601 HARRJSBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '*' No.AA4 32616 REV 1162 EX 111-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT SCHWARTZ MARK D IRWIN MCKNIGHT & HUGHES 60 WEST POI1FRET STREET CARLISLE, PA 17013 HH .~Ql7.;;,::I FOLD HERE FOLD HERE --- ESTATE INFORMATION: FILE NUMBER --., NAME OF DECEDENT (LAST) '" ,- (FIRST) ,. , I (MI) -. : ,~ it~. ~ '" ;, 1. ~- :~ DATE OF PAYMENT POSTMARK DATE , "' . ' CO; '> COUNTY (, '.. >" , . '. '.~ TOTAL AMOUNT PAID $307.65 (....- DATE OF DEATH , l' ,.., , -7 , R\ SLt, RECEIVED BY " "'77/ iJ-{' tA{ ( '1." ,U/>;;{7 B~.ADLEY C JACOBS ; REGISTER OF WILLS ,"- j REMARKS SHIRLEY A SCHNEIDER I~F' SEAL CHECK# 1722 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG, PA 17128-0601 *' NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-lS47 EXAFP <ll-9'l DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-26-2000 WEAVER 01-12-2000 67 00-0549 YORK 101 E MARK D SCHWART2 ESQ W POMFRET PROF BLDG 60 W POMFRET ST CARLISLE PA 17013 GEORGE A.aunt R..itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS YORK CO COURT HOUSE YORK, PA 17401 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4i-EX-liFP-fi'FnY-iiiiYicE--OF-YNHEifii'ilNCE-YAX-j("PPR]riSEHEii,.-,--lii.i-owilNCE-oR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEAVER GEORGE E FILE NO. 67 00-0549 ACN 101 DATE 06-26-2000 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. ~ointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets n) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 6.163.83 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paYllent. 6,163.83 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, is and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 taxable at Collateral/Class B rate (17) 18. Principal Tax Due TAX CREDITS: NOTE: (9) nO) 760.00 6.46 (1) (2) (3) (4) 766 46 5,397.37 .00 5,397.37 .00 5,397.37 .00 X .00= X .06= X .15= (8) .00 323.84 .00 323.84 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-12-2000 AA432616 16.19 307.65 TOTAL TAX CREDIT 323.84 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RECEIVED nl_l~:~!('lTP OF 'MILLS ,L',-';~) , .,._ll ,'I lllW JUL -b ' P 12: 33 IIJHTHOUSE YORK. PA c. c' ~ RESERVATION: Estates of d~Bnts dyln~on or before Dec8~8r lZ~ 1982 -- if any future interest in the estate is transferred in~pDs-SQssion.or enjoy."n:0to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for lffe or for years, the Co..onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN ISTRATIVE CORRECTIONS: DISCOUNT: PENAL TV: INTEREST: To fulfill the require.ents of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). Detach the top portion of this Notice and sub.it with your pay.ent to the Register of Wills printed on the reverse side. --Hake check or 1I0ney order payable to: REGISTER OF MILLS, AGENT A refund of a tax credit~ which was not requested on the Tax Return~ may be requested by co~leting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills~ any of the 23 Revenue District Offices~ or by calling the special 24-hour answering service nu.bers for for.s ordering: In Pennsylvania 1-800-362-2050. outside Pennsylvania and within local Harrisburg area (717) 787-8094. Services for taxpayers with special hearing and speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisellent. allowance or disallowance of deductions~ or assess.ent of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Depart~nt of Revenue. Board of Appeals~ Dept. 281021. Harrisburg. PA 17128-1021. OR --election to have the .atter deter.ined at audit of the account of the personal representative. OR --appeal to the Orphans' Court. Factual errors discovered on this asses~ent should be addressed in writing to: PA Depart.ent of Revenue~ Bureau of Individual Taxes. ATTN: Post Assess.ent Review Unit~ Dept. 280601. Harrisburg~ PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150l) for an explanation of ad.inistratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent.s death~ a five percent (5~) discount of the tax paid is allowed. The l5X tax ~nesty non-participation penalty is co~uted on the total of the tax and interest assessed~ and not paid before January l8~ 1996~ the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the sa.e .anner and in the the salle tille period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency~ or nine (9) lIonths and one (1) day frail the date of death, to the date of pay.ent. Taxes which beca.e delinquent before January l~ 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which beca.e delinquent on and after January I, 1982 will bear interest at a rate which will vary froll calendar year to calendar year with that rate announced by the PA DepartllBnt of Revenue. The applicable interest rates for 1982 through 2000 are: '!!!!: Interest Rate Daily Interest Factor :!!!r Interest Rate Daily Interest Factor 1982 20% .000548 1988-1991 11% .000301 1983 16% .000438 1992 9% .000247 1984 11% .000301 1993-1994 7Z .000192 1985 13% .000356 1995-1998 9% .000247 1986 10% .000274 1999 n .000192: 1987 9% .000247 2000 8% .000219 --Interest is calculated a. follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beeo.es delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assess..nt. If payment is .ado after the interest computation date shown on the Notice, additional interest must be calculated. OFFICIAL USE ONLY REV. 1500 EX .. (1-97) REV-1500 INHERITANCE TAX RETURN FILE NUMBER ') 'i'1 COMMONWEALTH OF PENNSYLVANIA 67-00- DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE YEAR NUMBER HARRISBURG, PA 17128-0601 D DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) use a blank space to separate words E Weaver Geor2e E. C SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH E 03/30/1909 D 171-28-4403 01/12/2000 E ~F APPLlCABhEiJiURVIVING SPOUSE'S NAME (LAST. SOCIAL SECURITY NUMBER I THIS RETURN MUST BE ALEO IN OUPLlCATEW1TH THE N IRST, AND MI OLE INITIAL) T REGISTER OF WILLS ,.! 1. 2. 3. . (date of death Original Return - Supple me",' Retu," EI RemaInder Return prior to 12- 13-82) CAPB i- 4. Limited Estate - 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required HpRL c.! 6. Decedent Died Testate 7. Decedent Maintained a Living Trust ~ a. Total Number of Safe Deposit Boxes EplO - CRAC (Attach copy of Will) (Attach copy of Trust) KOTK 09. 010. 0 11. Election to tax under Sec. 9113(A) ES LitigatIon Proceeds Received Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) j"'tJoII$$ge:'I'lI>",~'I'.g,e:~MPLIi:l'EIl~'l\~'!:~!lfji;$I'<!NllgN!lii,B;l;QNFlIlIlHT!ALlI''''''11II#oaMA1'I~N,$flQI.ILl)llEtlIRg<:t$D1'()'" P NAME COMPLETE MAILING ADDRESS C 0 0 Mark D. Schwartz ESQ. 60 West Pomfret Street R N FIRM NAME (If Applicable) West Pomfret Professional Bldg. R D E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013 N S T TELEPHONE NUMBER '71 7/~4Q-2353 t OFFICIAL USE-ONLY 1. Real Estate (Schedule A) (1) None .',.- 2. .Stocks and Bonds (Schedule B) (2) None ) 3. Closely Held Corporation, Partnership or (3) None Sole-Proprietorship R 4. Mortgages & Notes Receivable (Schedule D) (4) None ,. E 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) None - C A (Schedule E) , P I 6. Jointly Owned Property (Schedule F) (6) 6,163.83 T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None U L (Schedu]e G or L) A Total Gross Assets (total Lines 1-7) (a) 6,163.83 T a. I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 760.00 0 N 10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) (10) 6.46 11. Tola] Deductions (tota] Lines 9 & 10) (11) 766.46 12. Net Value of Estate (Line 8 minus Line 11) (12) 5,397.37 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 5,397.37 C 15. Amount of line 14 taxable at 0 the spousal tax rate X .0 0 (15) 0.00 M P - T U See instructions P2 for applicable % A T 16. Amount of L 14 taxable at 6% rate 5,397.37 X .06 (16) 323.84 X A (17) 0.00 T 17. Amount of L 14 taxable at 15% rate X .15 I 18. Tax Due (18) 323.84 0 19. 'n 1,"C:Hg<!KloIE!lE"F,YOI.lMEl'lEQl.Ig!STIL'lG~'REFIlL'll!'OF,A/IIO"ERPAYMEN1"TI N , > > BE SURE 1'0 ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH < < Under penalties of perJury, I declare that I have examined this return, 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 onal! information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILiNG RETURN ,~.~~ rf.::!.o _(5= - \:l)?-60D P P ER THER THAN REPRESENTATIVE Decedent's Complete Address: STREET ADDRESS 780 Woodland Avenue CITY I STATE I ZIP Lewisberrv PA 17339 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 323.84 16.19 Total Credits ( A + B + C) (2) 16.19 3. Interest/Penalty if applicable D.lnterest E. Penally (3) 0.00 (4) 0.00 (5) 307.65 (5A) 0.00 (5B) 307.65 AGENT TotallnterestlPenalty ( D + E) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 19 to request a refund 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax dUe. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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; or. . . , d. receive the promise for life of either payments, benefits or care? . 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an ~in trust fo( or payable upon death bank account or security at his or her death? . . , . . . . . . . . . . . . . . . . . . . . 4. Did the decedent own an individual retirement account, annuity, or other non-probate property? Yes No ~~ DO BB 72 P.S. Section 9116 provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S. Section 9116 (a) (1.1) (ij) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, 1995. 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 return are still applicable even if the surviving spouse is the only ben&f.icl~. ! FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the following question by placing an flX" in the appropriate space. Did the decedent create a trust or similar arrangement which is solely for the surviving s~l.fs~beNd'it fCllt':tNs or;her entire lifetime? YOSD NoD .. "T)'r '" I}.J; If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiaryOes}. Enter the value of the trust on ScheduleJ, Part II, in order to remove it (rom the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to make the ejection available under Section 911.3. If the election is made, the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate, and the remainder is taxed at the rate(s) applicable to the remainder benef.iciary(ies). If you choose to make the election, you must attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K and/or. M in order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficia,y(ies}. Copyright (e) 1996 form software only CPSystems,lne. Form REV-1500 EX (Rev. 1v97) REV-1S09 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Geor~e E. Weaver SCHEDULE F JOINTLY-OWNED PROPERTY SSIf 171-28-4403 01/12/2000 FILE NUMBER 67-00- If an asset was made jaint within ane year of the decedent's date af death. it must be reparted on Schedule G. A. SURVIVING JOINT TENANT'S) NAME Shirley A. Schneider ADDRESS RELATIONSHIP TO DECEDENT 304 Tenth Street daughter New Cumberland, PA 17070 B. c. JOINTLY-OWNED PROPERTY' LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of flnanciallnstltutlon and bank DATE OF DEATH DECO'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed for Jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1 A . 08/07/92 Harris Savings Bank - 5,009.12 50.00% 2,504.56 certificate of deposit 2 A 08/07/93 PNC Bank NA - checking 7,318.54 50.00% 3,659.27 account TOTAL (Also enter on line 6, Recapitulation) S 6,163.83 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) REV.1511 EX +(t-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF George E. Weaver SSII 171-28-4403 01/12/2000 FILE NUMBER 67-00- Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES, B. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees IRWIN McKNIGHT & HUGHES 750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees S. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Register of Wills - filing fee 10.00 TOTAL (Also enter on line 9, Recapitulation) S 760.00 (If more space is needed, insert additional sheets of the same sjze) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1~97) REV-1St2 EX. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF George E. Weaver SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES. AND LIENS SSII 171-28-4403 01/12/2000 FILE NUMBER 67-00- Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Woodland Center for Nursing AMOUNT 6.46 TOTAL (Also enter on line 10, Recapitulation) $ 6.46 (It more space is needed. insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) LAST WILL AND TESTAMENT I, GEORGE E. WEAVER of Lower Allen Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TWO: I give, devise and bequeath all of my estate, of every nature and wherever situate as follows: 1. One Hundred Dollars ($100.00) to each of my six grandchildren, excluding Keith Schneider; 2. All the rest, residue and remainder, in equal shares, to: A. LOIS ULRICH; B. SHIRLEY SCHNEIDER; and C. KEITH SCHNEIDER. THREE: I hereby nominate and appoint my SHIRLEY SCHNEIDER to serve as Executrix of this my Last Will and Testament. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint LOIS ULRICH as substitute Executrix. FOUR: No Executrix acting hereunder shall be required to post bond or enter security in this or any jurisdiction. FIVE: I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes as attorneys in the settlement of my estate. 'fA IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;(9 day of December, 1995. _fl_~"" C LJ~1.(SEAL) G RGE E. WEAVER . Signed, sealed, published and declared by GEORGE E. WEAVER, the above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other have subscribed our names as witnesses hereto. roHy:1 d~4 ~tVdX ,:I: ~Lr/__~ 2 ACKNOWLEDGMENT AND AFFIDA VIT WE, GEORGE E. WEAVER, CHERYL L. CLELAND and SHARON L. SCHWALM, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. RYL L. CLELAND / )J?hA#X / pLiA fl~/ SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA : 5S: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by GEORGE E. WEAVER, testator, and subscribed and sworn t<h9W>!e me by CHERYL L. CLELAND and SHARON L. SCHWALM, witnesses, this~ day of December, 1995. Notarial Seal . Jacqueline L. Drawbaugh, Notary Public Carlisle BolO Cumberland Coun~ My Commission Expires Aug. 14, 1 99 Mont>or.~~ .....<1__ NTI~~~~~ Operations Center 635 North 12th Street Lemoyne, Pennsylvania 17043 717/731-1440 ~~(S~uw~m\ JAN 22 2000 l't"lP. 'I"..' " '''.''.'...., i"' ,- ,I' .-'1 ".(.t" ~{lll( -' , "t ," 1, ,"', < - <> ~, ~~~.~\d,,\ ~'\,I-d\:......~ J .... \\~J .,;ll,~.., JANUARY 20, 2000 IRWIN, MCKNIGHT & HUGHES 60 WEST POMFRET STREET CARLISLE, PA 17013-3222 The information which you requested on the GEORGE E. WEAVER DECEASED (Social Security Number 172-01-6787) is as follows. Account Number(s) 05-66-231453 Class of Account CERTIFICATE Date Opened 8-7-92 Principal Balance $5,000.00 Accrued Interest 9.12. Balance at Date of Death 5,009.12 Account Ownership Name of Joint Owner, if any SHIRLEY A. SCH NEIDER Date Ownership Was Established 8-7-92 Additional Information Requested PLEASE COMPLETE THE ENCLOSED FORM. THANK YOU. qJIN ,ERELY, "~~L/~ . . TCHEN L. CALE SR. SERVICES REP. <FFB-vl';"-;"\.'),').1 10:5'1 f"itMurgh. }~A J52ti:'! P.l11 m ll<K:P.dIInt Roportil>'l USX Tower PNC BANK/21at floor 600 Grant Street Pit.t.mx..rgh, PA. 15219 PNCBANK February 7, 2000 Mark D~ Schw;artz:: iiest Panfret. Profe88ional Building 60 West Patttret Street car1ie1e, PA 17013-3222 RE: F..etate of George E. WeaYer, aecea.setl SSN: 172-01-6787 roo: 1/12/2000 ~ Mr. .scm.rartz~ Please find the datQ of death infO'l:1lation you hav~ requeeted listed belO'fl'. IJl;X:n receipt of this letter, ploaso forward a copy of the death c@rtificata. You may fax it to me at (412) 768-3458~ Checking AC'count 15140257054 Established 8/7/93 George E. Weaver Shirley A. Schneider IXD balanClt~ $7,318.54 (non-int.m"&$t bearil"l9) Our office only ~rovides date of death balances ~or XRAS, CDS, Cheekiaq and Sav1nqs Accounts. Por further information or additional requeses, you must call 1-800-4-BARkER and speak to a Financial Services Consultant. OUR OFPICK DOSS WO PIHARCIAL rRAHSACTIORS, CLOSING O~ ACCOOHTS, ROR DO WE 'ISSUE CBBCltS OR DBAL VITB CHECKS OF ANY KIRD. Sincerely, c."". /J;r.. ~ {l11~ Rachelle Sciullo PNC l!ANl( 1-800-762-1775 (.3) TOTFL P .131 02/07/00 10 :41 TX/RX NO.7574 P.001 .