HomeMy WebLinkAbout95-00509
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estato of KATHLEEN FAY SMITH
also known os
.:{ I - '1!5. 6-0 q
Social Socurlty No. 196-14-0108
No.
, Docoasod
......................,..1..,....................,.......
(COMPLETE. A. OR .B. BELOW:I
Ci
A. Probata and Grant of Lotters and aver thaI Patlllonerls) Is/are the execul_ named In the Last Will of the
Decedent, dated and codicil Is) dated
........... ---- ... ----...... "-., ...
Except II followl, Ololdent did not m.rry, WI' not divorced, ,00 did not have. child born or ,dopled .flef .)(BoutlO" of the document. oll.red
for probate: WI' not the 'IIctlm 0' . killing end WI' nlvor adjudicated Incompe.ent:
Ci
8. Grant of Letters of Administration
..'./I.I.,l........tl.;."....~....IJ>l."*'-"I....
Pellllonerls) oller a proper search has/havo asconalnod that Decedont lell no Will and was survived by the following spouse
(If any) and hairs:
Name
Relatlon,hlp
R..ld,nol
LINDA I. PROSSER
DAWN E. WHITE
DAUGHTER
DAUGHTER
10 N. FILEYS ROAD, DILLSBURG.PA 17010
012 FRONT STREET, MARVSVILLE,PA
17053
554 MAPLE 5TREET, READING.PA 18002
RITA M. OSWALD
DAUGHTER
110e , a It onD . ee.. "'collary.
Decedont was domiciled at death In
residence at
County, Pennsylva la, with hls/her last famllv or principal
I, tL1l(tl - I'"
.....-.,...,..,...".......-."
Decodont, than 68 yoars of aoa, died OCTOBER 27 , 19~, at POLYCLINIC MEDICAL CENTER
.-
Docldont at doath ownod proportv with Dstlmated YoluOI al follow.:
UI domlollod In PAl All po"onor proponv .......................... I 17.000.00
(If not domloiled In PM Perlonol property In Pann.ytvanla ......................
ur not domlollod In PAl Perlonal properly In County ..........................
Value of roal ollale In Pennsylvania ............................................... .
Total.......................................................... . 17.000.00
Rool Estato sltualed a. tollow.:
Wher.fore, PeUtloner(.) ,..poctfuIlV fllqUIIIIl.) th. probata of tho 101' Will end CodlclU.) pr..onlod wllh thl. Potltlon and tho grant of lottor. in tho
approprlato form to the undor.lgnod:
Typed or printed nome and to.ldonclI
LINDA I. PROSSER. 18 N. FILEVS ROAD, DILLSBURll. PA 17018
s
,_"*",,,'''J
/5 -13-1
21-95-509
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
Tho Potltlonar(sl abovo.namod swoar{sl and afflrmlsl that tho statomonts In tho forogolng Potltlon ora truo and
corroct to tho bost of tho knowledge and bollof of Potltloner{s) and that, as porsonal ropresontatlve(s) of tho Docedent,
Potltlonor(s) will wall ond truly administer the estato according to la~ ~
Sworn to and affirm ad and subscrlbod ,.;f; /)(f'",/&J..f' / . ~A:....J
before me this
13th
June
No.
day of
1995
21-95-509
Oocoased
Estate of KATHLEEN FAY SMITH
196-14-0108
Date of DBath:
OCT06ER 27.1992
Social Security No:
AND NOW, JULY 7, , 19~, In consideration of the Petition on
the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 0 Testamentary [ij of Administration
are hereby granted to
...""....: '-'-.11:.; .,..'n........ ........ "**"'....
LINDA I. PROSSER
In the above estate and that the instrumentls) dated
described In the Petition be admitted to probate and flied of record as the last Will of Decedent.
FEES
Letters........ ......... .......... $
Short Certificeto(s)...~..... $
P.enunciation...........~...... $
$
$
$
$
$
$
Affidavit ( ).................
Extra PagBs ( )............
Codicil..........................
JCP Fee........................
Inventory..................... ..
Other t...... ....... I....... ......
TOTAL................
50.00
~~" (J.~~~~47-.
R.gln.fa' Will.
Mary c. Lewis
6.00
5.00
5.00
Attorney: Nauman, Smith, Shissler & Hall
SPENCER G. NAUMAN, ESQUIRE
1.0. No: 07226
Address: 200 N. Third Street, P.O. Box 840
Harrisburg, PA 17108-0840
TelBphone: (717) 236-3010
$ 66.00
f.....M.I...... :""
Letters and Order Mailed to Attorney on 7-10-95.
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f CHeER a. NAUMAN, ..1ft.
-: N C. SULLIVAN
;' TC"HCN ,.CINOUR
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i ~ ' . LAW Of'f'ICI:8
NAUMAN, SlIfITU. SUI8.LIllR a IlALL
( 18'" FLOOR
200 NORTH THIRD STREeT
P. O. Box 840
'HARRISBURG, PENNSYLVANI" 1710a..0840
~
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TI:U;:"HONE
(717J 23a.3010
~ItLC"AM
(711) 234.111211I
COUNaCL
RALPH W. BOYLE., "'A.
JAM'" C. DUNLA.....JR.
"HEN J. KEENe
April 20, 1995
(By FAX 783-9599)
.J
COP STATE EMPLOYES' RETIREMENT SYSTEM
30 North Third street - Room 319
HarriSburg, PA 17101
Attn: Dana L. Humes, Administrative Assistant
Harrisbura Reaional Counselina Center
In rea Estate or Eva R. Paine, deceased
Date of Death: July 25, 1994
SS# 178-16-6186
Dear Ms. Humes:
Further to our discussion this morning, this is to request that you
pay Jean Corty as soon as possible her share of the funds of Eva R.
Paine. There is serious illness in her family and she needs the
money.
Also, please ask legal if they do require an estate to be opened
for Kathleen smith, the deceased benefioiary, and if so,how soon
oan her estate reoeive the cheoll:. Please advise tOday about
opening the estate.
If you have any questions, please call me.
.Thank you for your help in this matter.
Very truly yours,
TMifa~~~
Legal Assistant to
Spenoer G. Nauman, Jr.
Ipb
enolosures /"
00: Linda I. Prosser
Rita M. Oswalt
Dawn E. ~
~o.,u... ·
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CERTIFICATION OF NOTICE UNDER RULE 5.6Ia)
Name of Decedentl -f<;tJ.-t((.{i?e tJ ':( A1 :;'1'11 I .~
Date of Deathl Oar .?'1 199;;;,
Will No. IU D flJ e Admin. No.lrr~_ o {)!!;O'1
C!!:s-{!AN 0 F {..<eTrerc.<", r c;"'l(E-' h - "7/7/ (9 r.o:;-'
To the RegisLen
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court 'Rules was served on'or mailed to
t)le following benel.iciaries of the above-captioned estate on
bl.{1 ja<l t-r) f9f~ I
~
i I nJrI ft- 1tf!J:.SOfJ'
-R /r-A M (}C;CJI A L-r
PA-uJ,.) uJ h II e
Address
lq AI F, t..erc, ~cJA- 'P. j) 1/$6(["z~
o~ tf lViA-fI'Le ~r- Re/rbt rJG PPr tq fa 0 ~
) R
c,(;)... F/erJtlJrCf fYIMLt5 udfe ;,LJ_
I I (, oS :s
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Datel
10 1/6 / q-;:
I I
'5f&f?-IJ ,~cYL. {J., Yl tltUWl~ {} L
[.. pbSi nature ~
~ Name::-~rVCER a. A(ttUtt1tll~
Address -'(') "tS I'l v:. '8" 4-0
l1:..h r;, ? A r I (U r - 0 'f<<{.u
,
Telephone (117) ~.3 6- ~ 0 I 2>
-rhtS eSr(t'-re
1<A !Sed () (J ~ y -rO
C!.orlee'T- P-It ~
Gl-ft1e Re-rl~
twuJlTS, N15
-r-A"I- d u € I tv ()
1<- -ep () It T c~ l{ e
Capacity:
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IlHV.llOO HX + (1.97)
OIT1CIAL USI! OHI.Y
REV.) 500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMnNWllAl.llI or rJ!NNSVI,v ANIA
IlHI'ARTMHN1' ai' RUVI!NUIl
D1!1'T. 28060 I
IIARRlsnURO. PA 17128.{)6()1
14, Nel Value Sub OClto Tax (Line 12 mlllu, L1l1e 13)
I', AmounI DC I ne 14
tn,hle Ie the spousal
tuntc
See instructions on rage 2 Cor applicable percentage
16. Amount oCUnc 14
Luablc 116% rate
17. AmounI oC line 14
,..,ble 'I IS~ rate 0.00 '.11 (17)
18. Tax Due 18)
19. CHECKHER.ElFcVOUARE RE UESTINGAREFUND OF'ANOVEJUlAYMENT
;',.' ...... .,',y/,., ..:,;t>2>,;BEiSURE:TO:'ANSWERAL\;QUESTlONS,ON'PAOE'2:AND,RECHECKMA TH-<,< ,;",'W\nWUD;',
Under penalties of perjury, 1 declafC thle I have clammed this return. including accompanying achedules and statements and to the besl of my knowledge
Ind bcnd( It is true, comeland complete. Declaration or preparer Otllcf IIlln the personal representative is based on IUlnConnalian or which prcparcr has
any know ed~e,
SIONATURnOpr[RSON~~ $ UlFORFILlNORIrrU AODRr.SS
SI RE OF rRI::PARliR ADDRESS
POBox 840
I~isburg, PA 17108-0840
DECEDENT
CHECK
APPRO.
PRIA TE
BLOCKS
CORRES.
PONDENT
RECAPIT.
ULATION
TAX
COMPUTA.
TION
FILE NUMBER
aluHalollll
r~A~
onImP,Il
IlllCEOI!NT'S NAMI! (LAST, I'IRST, AND MIDDLE INITIAl.)
Smith Kathleen F
SOCIAL SHCURITV NUMDl!lt
196-14-0108
III' AI'PUCADUIIURVIYINQ sroUSll'S NA"lI! ClAST,
FIRST, AND MIDDUlINITIALI
IlATII or IIIRlll
01 01 1924
TIllS RETURN MUST BE FILED IN DUPLICATE
WIn1 THE REGISTER OF WILLS
g: I. OrialnaJRetum 9 2. Supplemenl&1Retum $I 3. r:::".'J.=IOI2.IH1)
4 LI I 41 Pubn lruml Coamnls.
g. m ted llstote 9 . =........ f1,".,) 9 S. l'ede..lllstote Tax Run. Requlttd
9 6. Du,dtIllDle.dTUlllI: 9 7. rI IlhlrullDt a LMIW Tnal 0 8 ~ IN fS' DID
(Allldl "W 01 Will) ^nlth~DI'Tnal) . .ola 0.0 IIC Cpol t aIel
9. LhlltlonProceedsRecelved 10. ~0t4i1 (daIlDldca"lJerMIlI -II. ~lOh~'undctSee,"I)(A)
n1ISSEllTlON MustOE.COMPI.ETED,ALI/CORllESPONDENCHtCONFIDENTIALWAXINFORMATlONSHOUtD'BEiDlll ,
NAME COMPLIlTE MAILlNO ADDRESS
cer G. Nallm3l1 Jr. re 200 North'l11ird Street
FIRM NAME (If Applicable) P. O. Box 840
Natlltal1 Smith Shissler & Hall L.L.P. Harrisburg, PA 17108-0840
TELI!PIIONll NUMDER
717-236-3010
I. R"lllsto" (Schedule A)
2. Slocks and Donds (Schedule D)
3. Closely Held Corporation, I'anncnhlp
or Solc.I'roprieconhlp
4, Mangases & Notes Recelvahle (Schedule D)
5, Cash, nank Deposits & Miscellaneous J'ersonal
I'ropeny (Schedule Ii)
b, Jollldy OWlled Propeny (Schedule I~
7. Inler-Vlvos Transfers & Mlscellaneolls
Nan.Probate Property (Schedule 0 or L)
(I)
(2)
NOne
None
OFfICIAL use ONt y
(3)
(4)
None
None
(~)
(6)
None
None
(7)
None
8, TOlal Gross As..., (Iolal Lilies 1.7)
9. Funeral Cxpenses & Admlnl5lrntlve Costs (Sdltd~le III (9)
10, Dehls of Decedenl, Mong, J.Iabllhles, & Liens (Sch.11 (10)
(8)
0.00
None
None
II. TOlal Deducllon, (IOlall.llles 9 & 10)
12, NOI Valuo ef Eslate (Lllle 8 mlllu.l.ll1c II) .
13, Charitable Ind Governmental Uequc51s/Sec 9113 Trusls
for which In elecclon to 1u hll nol been made (Schedule 1)
(II)
(12)
0.00
0.00
(13)
None
(14
0.00
x .:!!....-
(I~)
0.00 ,
.06
(16)
0.00
0.00
0.00
~"l-() /197
,
m.~ '->-0 ,Joill
,
,.
PA RUV..,lYlIlX (1.97)
Decedent's Com lete Addressl
STlllllIT AIlIlIlIlSS
r.ge 2
CITY STATU
ZIP
Tax Payments and Credltsl
I. Tn Ilu. (Pal' I LIn. 18)
2. C'odluJPaymonu
A. Spou,,1 rovony Crodil
D. Prior Paym.nu
C. Discount
(I)
0.00
ToIII Crodlu (A + D + C) (2)
0.00
3. Int.ro.VP.naily Ir appllcabl.
D.lnlcresl
U. Penall)'
TOllllnlOro.lII'enall)' (D + m (3)
4. Ir IIn. 2 Is sroater than line I + 11n. 3, enlOr lb. dlrrerence. This Is lb. OVERPAYMENT.
Check bex on raae 1 Une 19 to requost. rerund
S. Ir IIn. I + line 3 Is sroa.., Iban IIn. 2, enlOr lb. dlrroronce. This Is lb. TAX DUE.
A. Enler the Interest on the tax due.
II. En'" 0.. lotal or Lln. S + SA. This Is lb. BALANCE DUE.
Mak. Chock Payabl. 10: REGISTER OF WILLS, AGENT
~Z~kdr;k~2<,:~:;:,~.r#~;W;r~k%i)R~~~~'h'it4tFPN:,Yi:~:::CjJ';{,ii~;kb~:::itBk~lifi~~Il_"1fBJ?;~:~:~;::/:~'~'.":
-^ -, PLEASE ANSWER tHE FOLLOWING 'QUesTIONS' . ,...........
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
I. Pid decedent make I transfer and: Yes No
.. Ruin the use or Income of lhe property tnnsfemd: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g. g
b. retain the right (0 designate who shill use the prape")' transferred or its Income; . . . . . . . . . . . . . . . . . g g
c. ret:tln a rtverslonary Interest: or ................................................... .g. .. 9
d. receive the promise (orUfe of either paymenu, benefiuorcare7 ... . . . . .... . . . ........... ... . g 9
2. If deadl occurred on or before December 12, 1982, did decedenl wid!in Iwo years
preceding deallllransfer property without receiving adequale consideratlon7 If death occurred
afU:r December 12, 1982, did decedenllraosfer property within one year of deadl without
receiving adequale consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .g. .. 9
3. Did decedenl own an -In trust for. or payable upon death bank accoum or securilY
at hb or her death? ............. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .g. . . . 9
4. Old decedenl own an Individual retirement account. IMUlly, or olller non-probate property? . . . . . . . . . . . . 9 9
0.00
(4)
(S)
(SA)
(SII)
0.00
0.00
0.00
rw~~~.{:m;;::~':::;.:\~~:,
, *"*M..-','....
. .:~~~,;:;;~:~;-;.:;;~;
72 P.S. 19116 (I) (1.1) (i) provided for die reduction of the tax nte imposed on the net value oftl11nsfers 10 or for the use of the
3" for dates of death on or .flerJuly 1, 1994 Ind before January I, 199'.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
.~.::_~~~.:"~:.. ~:',' 'n-" '\;:~::~@ill1{W;;1~(5}lWgi~{ttWrJrnr&i1JJ1:ZC~T"n':',:-.:-.;:'... .:.~.;'.i"' .?'itX:t~rirtTG1411rEi~fi!xfl{ili{~Zil&~IiLi/
surviving spouse from 6~ 10
72 P.S. 19116 (a) (1.1) (il) provided for the reduction of Ihe nte imposed on the net nlue oflnosfers 10 or for Ihe use of the surviving spouse
for dates of death on or after January I, 1995. The statute does not exemnt I transfer to a lurvlvlng spouse from tAx. and the statutory
disclosure ofluelS and filing" In return are Ililllppllcable even If the surviving spouse Is die only beneliclary.
FOR DATES OF DEATH ON OR AFTER JANUARV I, 1995 rP1oaso answer dlO rollowlng question by pl"lnS an "x" In 010 approprl.te SP'CO.
Did the decedent cro..e . trust or similar .,ranaement which b solely ror the survlvlna spou.e's benent ror his or her enOre metlme?
Ves 9 No 9
from 3% toO%
Rquln:ments for
If you answered yes to the above question. die tAx on the Inul or similar arrangement is postponed unlll Ihe death of the ~cond
be fully cauble. I' the Tlte(s) applicable to die remainder bcneficlary(les). Enter the value of the trust on Schedule J, Flrt II, In orner
calculation of the tax due io this estate. You may wish to file Schedule 0 in order to make Ihe election IVlillble under Section 9113. If
the wst or .lntUIT Irrangement Is taxed in the estate of the first decedenllpOusc, the pornon of die (Nst or similar Imngement which
spouse is wed Illhe uro tax (ltc, and die remainder Is tiled It the Tltc(s) applicable to the remainder beneliclary(les). Ir you choose
you must attach Schedule 0 10 a timely-rated tax return, 110111 with Schc:dule(s) K and/or M In order 10 show the apportionmenl of the Inul
arrangement between the surviving spouse Ind lhe rcmalnder bcneOclary(lcs).
7 PA 15002 trrl'IOI1O
~i&hI Forma Sohnre Onlr. 1m tldco, Ir.:.
spouse, at which time il will
to remove It from die
the clecllon is made,
benefitslhe surviving
(0 make the election.
or similar
u
STATUS REPORT IINDER RUT,E 6.] 2
Name of Decedent:
KATHLEEN FAY SMITH
Date of Death:
OCTOBER 27. ]992
Admin. No.
1995-00509
-
Will No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1.
State whether
Yes_X_
administration
No
of
the
complete:
estate
is
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
J .
If the answer to No. 1 is Yes, state the following:
a. did the personal representative file a final
account with the Court? Yes No X
NOTE, This esl:at:e raised only 1:0 collect: PA Sl:at:e Ret:iremenl:
benefi t:s. No I:ax due. No reDo~1: Qye. ';11 !!!ont,lie!L~~re .!:!!!;!.!:!!!!!!!!1t:
benefil:s.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to I:he parties in interest? Yes__x_ Nb____
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Date:_SEPTEMBER 2]. 1999 ~P1J.A.aJu C. VI A,.. d. - ..,0.,...
S'tfnature . ' ~ r(..o
t'-
SPENCER G. NAUMAN. uR.
Name (Please type or print)
P. 0 Box 840
HarriFlburg. PA ]7]OR-0840
Address
(.....
I
,;:~
(717) 236-30] 0
Tel. No.
'_.',
~..n
":.i
;~Jc
Personal representative
Capacity,
(MAH: rmt: IAMJ)
X Counsel for personal
- ---representative
':)~ 1/,1:)._/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 2ea401
HARRISBURG, PA 11121-0611
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c....-
*'
NOTICE OF INNERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS ANa ASSESS"ENT OF TAX
"t;rt
;1., (>/\
<
MAKE CHECK PAYABLE AND REMIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
iiE'y=i54i-Eif""iip--n'2=99j--iioT"icEucii'-YNHERifANcE-T"Ain,pjiiiiiisEii€iiT~--"i:LcijjANcniR-------------u_-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
KATHLEEN F FILE NO. 21 95-0509 ACN 101
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eot.t. ISchodul. Al
2. Stocko and Bondo ISchodul. BI
5. Clo..ly Held stock/Partnership Int.r..t (Schedul. C)
4. Hortgag../Hot.. Receivable (Schedul. DJ
S. C.ahlBank Depoaita/Hi.c. Para0n81 Property (Schedule E)
6. JoIntlY Ownod P~.rty ISchodul. FI
7. Tranafara (Schedul. OJ
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPen.../A~. Coat./Hi.c. Expen... (Schedul. H) (9)
10. Oobtol"ortg... Llobllltl.o/LI.nl ISchadul. II 1101 .00
11. Tot.l Deduotlono 1111
12. N.t V.l.. of T.. R.tum 1121
15. Ch.rltabl./OoY.~nt.l Beque.t.J Non-eleoted 9115 Tru.t. (Schedule J) (15)
14. Het V.l.. of Eot.t. Subj.ct to T.. 1141
NOTEI If an assessment was issued previously, lines 14. IS and/or 16, 17 and 18 will
reflect figures that includo the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Aaount of Line 14 at Spou.al rat. CIS)
16. Aaount of Line 14 taMable at Lineal/CI... A rat. (16)
17. ~t of Line 1~ t.Mabl. .t Coll.t.r.I/Cl... B r.t. (17)
18. Principal taM Due
ROl.;orr.. :
HOfY.:,"
'00
I1AR -9
SPENCER 0 NAUMAN
NAUMAN ETAL
PO BOX 840
HBO
JR ESQ
CI~I" '
PA 171flllmbu/!".J
ESTATE OF SHITH
TAX CREDITS:
PAYMENT
DATE
RECEIPT
HUHBER
DISCOUNT 1+1
INTEREST/PEN PAID I-I
AIIOUHT PAID
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION eF ADDITIONAL INTEREST.
....n41II ,,, Il'."'
,. of DATE
! 'Itll~; ESTATE OF
DATE OF DEATH
FILE NUHBER
1\ 7 :S!l;OUNTY
ACN
02-29-2000
SMITH
10-27-1992
21 95-0509
CUMBERLAND
101
KATHLEEN
F
A.aunt R_t U.d
DATE 02-29-2000
CHANGED
III
121
131
141
151
161
171
.00
.00
.00
.00
.00
.00
.00
181
.00
NOTE I To tn.ur. proper
c....dl t to your acCOU"lt,
oubolt tho _r portion
of thl. fora wtth your
taM pay_nt.
.00
nn
.00
.00
.00
.00
.00
.00
X .00.
X .06.
X .15.
nOI
.00
. DO
.00
. DO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VDU "AV BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FOR" FOR INSTRUCTIONS. I
AESERVATlO'h Eatat.. a' dHeOIInts dying an or "'or. Decellber U, 1912 .... if WlY 'utur. Intar..t In the ..tat. II tr....,.rr..
In po.....lan or .,Jo......t to CI... . (caUat.raU beMUclarl.. a' the decedent at't.r tJM; axplntlon of WIY .st.t. for
1". a.. 'or n...., the ea..anw.alth tMlrMY .qt.....h r...rv.. the right to appr.l_ end ...... tr....'.r Inhllrllenca 'ax..
at th. leM'ul CI... . Ccall.t.raIJ rat. an any ~ 'utur. Int.r..t.
P\IIPOSE OF
NOTlCEa To fulflU th. ,.equlr...,.. a' Section ZI40 a' tM IntM..Uann -.d Est.t. Tax Act. Act Z1 of 1995. nz P.S.
SaaUon 9140J.
PAYJ1Dfla Det-*' the top portion a' thh Notlc. -.d sut.1t "Ith your pa....,.t to the Rqbtar of "1111 printed on the raver.. .Ida.
--KaIl.. cMck or .....y order paylbl. tal REOISTER OF MILLS, AGENT
REfUND (CRJI A r.fund a' a t.. credit, which .... not reque.tad an tM T.. R.tum, ..y be raqueat.. by coapl.tlng an -Appllc.tlon
far A.fund a' PennSYlvania IMi..llane. -.d Est.t. Tax" CRfV"13UJ. Application. .re avalllbl. .t u. OfflC8
a' the Aql.tar 0' WIU., .,y of tM ZS A.v..... D..trlct Offlc.., or by uUlno the aped.l Z4"haur
.,....rlng ..rvlce nullbers 'Dr '0.... ordarlngt In pamsYlvanla 1..aoo"S61aZOSO, out_Ide Pam.ylvanla -.d "Ithln
1~1 "-rrhburl ar.. (717) 787aIDM, Stirvlc.. 'or taMP.y.r. ..lth .,..clal MarIng .... ,puUng nead.,
1-100"447-)020 CTT anly).
OIJECTlONSr Any party In Int.rast not ..t..,lad "Ith the appr.......,t, allowanc. or dl..llow.-.ce of dMuctlan., or ....,....,t
a' t.. (Including dlacaunt at Int.....t) .. shown an thh NoUc. ...t object "Ithln .ixty 1601 d8n a' receipt a'
this NoUce bYI
AIlItIN
ISTRATlYE
CORRECTlONSI
--"rllt.,.. prat..t to the PA Dep.r...,t a' R.v....., Ia.rd a' Appe''', Dept. 281021. "rrhburg, PA 17ua-uZl. OR
-"alactlon to have the ..tt.r det....lned .t lludlt a' the ICCCMtt 0' the personal rapruent.Uve, OR
--appa.l to tM Orphan.' Caurt.
DISCOlIfTI
FHtUIII .rrar. dlscov.red on thl. ...........t should be addru.ad In writing tor PA Dap.rt.ant 0' R.v.....,
Bur.au 0' IndlvldUIIl h..., AnNr po.t A.....eent A.vl", Unit, D.pt. 2806DI, H.rrlaburg, PA 17Ua"06D1
Phana (717) 717~6505. S.. p~ S of the bookl.t "In.tructlon. for lnherltanc. TalC R.turn for _ A.ald."t
Decadent.. IREYalSOI) 'or ~ .xpllnltlon of adalnlltr.tlv.lY correctlbl. .rror..
If WlY t.. due .. paid "lthln thr.. (5) clland.r lonth. aftar the dH~t'l dtl.t.h, . flv. percent CSle) discount 0'
the ta. p.ld I. .llowed.
PENAL TV,
The 15% t.. ___.ty non~p.rtlclp.tlon penal h 1a caputad an the tot. I a' the t_lC end Int.rllt ......ad, Ilnd not
p.ld before January II, 1996, the flrat d.y .tt.r the .nd 0' the ta. sma.'" p.rlod. Thh non~p.rtlolp.Uon
p.Mlty .. ~.Iabl. In the ,.. Iann.r and In the the .... U.. period .. rtou would appe.1 the tu: and Int.rut
that has bean ......ad a. Indlcatact on thla notice.
INTElrfSTI
Jnt.r..t is ch.rgad beginning with flr.t day a' daU~y, or nl.... 19J IIOf1th. and one IU dey froe the ata 0'
duth, to the data 0' p.)"Htlt. Tax.. which bee.. deUnquant bII'or. January I, 198Z bII.r Intara.t .t the rat. of
.be (UJ perc.,..t par ........ calculated .t . d.lly rat. 0' .000164. AU t.... which bacaaa delinquent on Ilnd .ft.r
.Mouary 1, 1912 ..Ill ba.r Int.r..t .t . rat. which "Ill v.ry 'rOIl caland.r y.... to CIIlandlr YHr ..Ith ....t r.t.
.-..uncad by the PA o.p.rtMnt of R.vanua. The appllcabl. Intar..t ,.at.. 'or 1'.Z throuctl ZDOO aral
X!!t Int.r..t R.t. o.llv Int.r..t factor !!!r Int.r..t R.t. D.IlY Int.rllt Factor
1912 .n .DOOMa 19aa~I991 II. . DOD5D1
1915 lOX .0DDUa 199. .. ..DOOl47
19M II. .000501 1993.1994 n .000192
19a5 1Sl< .000356 1995.1991 .. . DOOl4?
.... 10. .000274 1999 n .000192
I'" .. .000247 lOGD ax .. 000219
"-Int.r..t I. calcul.ted .. 'ollow"
INTEREST . BALANCE OF TAX UNPAID X NUnaER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
"-Any Notlc. hlUad .tt.r the tax tMtcOlMl. delinquent "Ill r.fl.ct .. Int.r..t c.lculatlon to flft..... ClSJ ay,
beyond the d.t. 0' the ..........t. If p')'IIant .. ..d. .ftar the Int.r..t coaput.t Ian dll. shown on the
Notlc., additional Int.ra.t ...t be calcul.tad.