HomeMy WebLinkAbout95-00665
PETITION FOR m~ANT OF LETTERS OF ADMINISTRATION
Estate of DA V I n -:r~~(l:LQ1U Ie
also knoll''' as
No. _~-':5l5 - ft, ~ s:...
To:
D"('t't1S(Jd.
Sodal Security No. , q }- 'I (p- 1f"3:3~
Regls(er of Wills for Ihe
Couuly of -CL!11~L'UL In Ihe
Comllllluwellllh of Pellllsylvllllill
The pellllon of Ihe ullderslglled respeelfully represellls Ihlll:
Your petllloner(s), wllo Islare 18 years of IIge or older. IIppL~5_ for lellers of IIdmlnlstrlltion
011 Ihe eslote of
(d.b.n.i (l(ndrnlc lIIe: durante aluC'lIllu; dlUOlIlC mlnnritalc)
Ihe above deeedelll.
Deeendenl was domiciled at deolh III
II I c:, lost family or prlnciplIl resldellce 01
(}, l.>~l(~RLA /VD COUIllY, Pennsylvon 0, wllh
1(.7/"-~OI!R'T'Lfl.1 C '- eN 'wI'
(Ii~t mcet, IIIl1nbc and l1Iunlclrll.llil)')
years of age, died
c....
(JOGusr dO
,19 9'S-
Deeendenl at dcoth owned property wilh estlmnted values os 1'011I01'5:
(If domiciled In Pa.) All persollol propcrty
(If not domiciled In Po.) Personal properlY In PenosylvlInlll
(If nOI domiciled In Po.) Personal property III County
Value of real eSlote In Pennsylvollio
situoled os follows:
I. I rro ...
I
$
$
$
$
Petltlonet__ after 0 ptopet scorch ha_ ascertained that decedelllleft no will and was sutvlved by
the following spouse (if any) and heirs:
'Npme .
R H. S
FREDERICK J SIMONIC
Residence
. <f7IS(!O(}R-rLAIVD S7. (I AkP f/tu...
.1f!1<=; C!n',p""""JII c:;.,.. , nAhl' /It'-4-
FATHER deceasedL I
. Relationship
1'-( O'T" HtR.
THEREFORE, pelllloner(s) respeelfully request(s) Ihe grllnl of lellets of administration In the
opproprlole form to the undersigned.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 58
The petitioner(s) above.named swear(s) or afflrm(s) that the
statements In the foregoing petition are true and correct to the best
of the knowledge and belief of petltloner(s) and that as peraonal
representatlve(s) of the above decedent petitioner(s) will well and
truly admlnlller the estate according to law.
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affirmed and
5TH
subscribed
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. LEWIS
Register
No.
21 - 95 - 665
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Estate of
DAVID J. SIMDNIC
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S Deceased
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GRANT OF LETI'ERS OF ADMINISTRATION
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AND NOW SEPTEMBER 6. 19-1L, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED Ihal BARBARA H SIMONIC
Is/are entitled to Lelters of Administration, and In accord with such finding, Lettera of Administration
are hereby granted to
BARBARA H SIMONIC
DAVID J SIMONIC
In the estate of
Itf"{f (0, 'IL.... ~.~ (jJ,,,
ReaI.!er 0' Willi 'if1
MARY C. LEWIS
FEES
Lelterl of Admlnlstrallon ..... $
Short Certlficates(4 ) . . . . . . . . .. $
Renunciation ................ $
JCP $ 5.00
TOTAL _ $ 57.00
Flied ... SI'P.I..li.. .... .... A.D. 19...35-
40.00
1?00
A1TORNEY (Sup. CI. 1.0. No.)
ADDRESS
PHONE
Mailed letters and order to Barbara H Simonic on 9-7-95.
~'h~SI i~ Inrl'rril~'.lllill rill' IIIltlllll.lllllllllt'1t }.:I\llll\ Ullltllh
.IH.I q.:l\lrolr. I hI' UIII:IIl.111l'rlJlu.1l1 \\ III hI: 1111 \\,11'\, d "'IIll" ~:'I'ltld\~:IIIIII\tl IIr:~~lI:;11 U'llIlh',IIl' III tlLllli till I)' filc:d \\ilh 11\1' .P.
,I 'lllr,..l Jllt'IIlII\t'llll,lllt'lllliliIlK
WARNING: It Is 1II0go1 I d II
o up colo Ihls copy by pholoslnl or phologroph.
FI'C (or Ihi, (l'flifil'.1I1,'. $1,00
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5602 Akron Dr
Harrisburg, Pa: 17109
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COMMONWEALTH Of PINHIYLYAHIA' OEPA-RnUMT OF HULl"' VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
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1OCtA6.1IC\.fIII"......"
I 191-46-4332
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o.nber I and
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uguot 24. 1995
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Gate af Heaven Cemetery
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H \1. fA 17011
MochanlcaburB. PA 17055
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CERTIFICATION OF NOTICE UNDER RULE 5;6(a)
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Name of Decedent:
N/A
David J. Sirnonic
8/20/95
Admin. No.
td
Date of Death:
Will No.
1995-00665
,
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on'or mailed to
the following beneficiaries of the above-captioned estate on
,
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Address
Barbara H. Sirnonic
4715 Courtland street
Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:
1/18/96
-
CjvJ /l PM!,' ()) ):/, j~A1LIJ-'#t.I A- ,
Signature
Name
Barbara H. Sirnonic
Address
4715 Courtland st.
Camp Hill, Pa 17011
Telephonet7171 761-7121
Capacity: X
Personal Representative
Counsel for personal
representative
---.-.......... ...-....... -,.~..~_........--._....'
JRD/June 30, 1992/17858
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Represenllllve
Counsel:
BARBARA H. SIMONIC
RE:
Estate of
DAVID J. SIMONIC
"AMt'U~N 'n'ft'
, Deceased, LIIte of
Estate No.: 21-1995-665
Date of Decedent's Death: 8 - 20-95
Pursuant to Rule 6.12, the above named personal representative or the sbove na!lled auomey, If
applicsble, within two (2) years of the decedent's death, and annua\1y Ihereafter until administration Is
compleled, Is required 10 file with the Register of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal represenlative, or suomey, IS
applicsble, reasonably believes administration will be completed. The purpose of this Notlcc Is to advise
you that unless the requisite Status Report Is flied with the Regisler of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to DOtlfy the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanclions should be Imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, If any.
Accordingly, If the requisite Status Report Is not flied by 9-30 ,19~7you are hereby
advised that a request wUl be submiUed to e Court in accordlllcc with Rule 6.12.
Date: 9-16-97
~
; Distribution to Estate File
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOR DA'U Of DIA'H APTIR 12/31/91 CHICK HUI
If A SPOUSAL
POVUTY CRlD" IS CLAIMID 0
fiLl NUMIIR
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COMMONWEALTH OF 'ENN~YlYANIA
DE'ARtMENT OF R\YfNUf
DE". 21060
HAUIUURO. ,.... 17 2..0601
CON' AM ItA . IR ,AND MIODI
Simonic David J.
lQClAt UCURI'V NUMU.
OAt( Of OEA'H
INI'IAII
191-46-4332
8-20-95
1995-00665
YEAR NUMBER
COUNIY CODE
o IOIHI" OMPIlU ADOltU'
4715 Courtland street
Camp Hill, PA 17011
COu"1 CUmberland
AMOUN' UCIIVID IUIIN,nUCtlON'1
II' .'f\I(.IIIIIU.Y'VIHO ..ouu. NI.IIII ClA". "Ill AND lII'OOlllN"'.I.11
N/A
(Xl I. Original R.turn
DAn Of IlltH
1-11-71
03.
05,
R.malnder Return
(for dolo. 01 doolh p,lor 'a 12.13.021
Federal Eslat. Tu Return Required
o 2. Suppllmenlal Relurn
o A, limited Es'at. 0 Aa. Future Inlere., Compromise
(for date. of dlath aftar 12.12.82)
o 6, Dee.dlnt DI.d Teslate 0 7. Decedenl Maintained 0 living TrUll
(A!I.ch copy 01 Willi (A!l.ch copy 01 ,'u,,)
'.COIIUPONDlNClAND,CONPlDINTlAL TAX INPORMATlON SHOULD II DIRlenD r . ,,"" f,'.,,-.'f 1!!.';', '.
COM'L! If MAlLIN AD k
4715 Courtland street
Camp Hill, PA 17011
_ B. Tolol Number of Safe Oepo.it Ba...
~..'.~~ !
.d
....,.
Barbara H. Simonic
IUffHONI HUMin
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..
1. Ro.1 Ell... (5chodulo A)
2. 510ch .nd Bond. (5chodulo BI
3. Closely Held Staek/Partne"hlp Inlere.t (Schedule q
A. Mortgages and No'es Ree.lvable (Schedule OJ
5. Ca.h. Bank Depaslu & Mileellaneou. Personal Property
(5chodulo EI
6. Jointly Ownld Property (Schedule F)
7. ',.n.fo.. (5chodulo G) (5chodulo LI
8. Total Gran A..e" (10101 lines 1.7)
9. Funeral Ekpln..., Admlnl.tratlve Co.II, Mile.lloneou.
bp.n..s (Sch.dule H)
10, Dobh, MortO.go 1I0blllllo., lIo.. (5chodulo II
11. To,.1 Dodudlon. (lol.llIn.. 9 & 10)
12. Nel Value of E.tale (line 8 mlnu. line 11)
13. Charitable and Governmenlal Beque," (Schedule J)
lA. Net Value Sub.eI to Tax (lInl 12 mlnullIne 13)
15. Spousal Tron.f." (for dol.. of death aftar 6.30.94)
See Inllrucllon. for Applicable Percenlag. an Reve,.e
Side. (Includ. value. from Schedul. K or Schedule M.)
16. Amount of lIn. U laxabl. 01 6% role
(Include value. from Schedule K or Schldul. M,)
17. Amount of lIn. U tax obi. 01 15% role
Ilnclud. value, from Schedule K or Sch.dul. M.)
18. Principal lax due (Add laJ! from line. 15, 16 and 17.)
19. Credil' Spousal Poverty Credit Prior Paymlnll
(11 ~/A
(2) NIT>..
(31 N/A
(41 N/A
(5) 6,836.81
(61 N!J>.
(71_ N/A
( a)
6,836.81
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a
( 9 I -&,-91-7.00
(10) 11.287.00
(111 18,264.00
(121--<~:l7.19)
(13) !)lIt>.
(14 -0-
(151
(16)
(17)
K.__- N/T>..
-o-
K .06 -
K .15 - -0-
(IS) -0-
(19) -0-
(20) -0-
(211 -0-
(2IA) -0-
(2181 _n_
DilCount
Inlere.t
+ +
20. If lIn. 191s gr.atar than line 18, .nllllhe dlffer.nce on line 20. This Is the OVERPAYMENT.
aD
21. If lIn. 1811 gr.aler than line 19, .nlll the dIfference on line 21. Thl.lllh. TAX DUE.
A. Enllllhe Inter..1 on the balance due on line 21A.
B. En'" 'ho tol.1 olllno 21 .nd 21A on lIno 210. 'hl.II,ho BALANCE DUE.
Malee Check Payable tOI Reghl.r of Wilt" Agen'
(Iwe'" .11'10 ,f VOIl (lfI' Il'quV\linlJ << ,vfuncl of you' oVClflnynwnl.
lj;; 'Ri.,;,), .-lllUlnO ANSWIR ALL aUlmONS ON RIVIUISIDI AND TO RECHICK MATH '''M{.~;' : j
Und.r plnaltlel of perjury, I declare that I hav. examlnld Ihll relurn, Including accompanying Ichedule. and .Iatemlnls, and to Ihe be.. of my knowledg. and belilf,
II II IruI, (orred and compllll. 1 declare thot all real ..Iale has been reportea at lrue morbt value. Declaration of preparer olher than the perianal reprel.nlotlve Is
baled on alllnlormatlon of which pllparer hOI any Imowredge.
SIOHA' U 0' 'llSON ItU'ON!l11U .0l'l OIlUUlN ADDIIlU DAn
4 I'f (illl J-ffl-11,.() J/}. (l/HII/J J./dt la, 17/)/1
, ADOllU ' 7' DAn
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Act .48 of 1994 provide. for the reduction of the tox rate. Impo.ed on the net value of trander. to or for
the u.e of the .pou... Th. rate. a. pre.crlbed by the .tatute will bel
· 3% (.03) will be applicable for e.tate. of d.cedent. dying on or after 7/1/94 and before 1/1/96
· 2% (.02) will be applicable for e.tate. of deceden.. dying on or after 1/1/96 and before 1/1/97
e 1 % (.01) will be appllcabl. for e.tate. of decedent. dying on or after 1/1/97 and befare 1/1/98
. Spou.al transfer. occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS,
YES NO
1. Old decedent moke a tronsfer and:
x
o. retain the use or Income of the property transferred, .......................................................
b. retain the right to deslgnote who sholl use the property transferred or Its locome, ...............
c. retain a reversionary Interestj or ...................................................................................
x
d. receive the promise for life of either payments, benefits or core' .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
deoth transfer property without receiving adequote consideration' If death occurred oller
December 12, 1982, did decedent tronsfer property within one year of death without receiving
adequate consideration' .......................... ........... .................. .............oo.. .........H......... .......
x
x
3. Old decedent own an 'In trust for' bank account at his or hllr death'......................................
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
. .
1tV.ISOIII+ IJ.'1I
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plaa.e Print ar l' e
FILE NUMBER
1995-00665
COMMONWEAlTH O' 'ENNSYlVANIA
INHII"AHCI 1'AX anulN
IlIlDINf DICIDINT
ESTATE OF
SIMJNIC, David J.
(All prop.rty Iolntly.own.d wllh the Right .f Survlvonhlp mull b. dlldo..eI on S,h.dul. '1
N~r;.~ER DESCRIPTION
VALUE AT
DATE OF DEATH
1 Checking account - Harrisburg Belco Federal Credit Union
P. 0, Box 82, Harrisburg, PA 17108
Account 1/63730
$336,81
2 1993 Chevy S-10 truck
$6,500.00
TOTAL AI.a anter an line 5, Reea
(A"ach additional 8\01,'" )( 11" ,hul, If more .pac. II "..d.d.)
ESTATI Of
SIMONIC, David J,
ITEM
NUMBER
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COMMONWfALTH 0' 'fNNIVLVANIA
INHflnANCf TAX UTUIN
UIIDfNIOfCfDfNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print a, T .
FILE NUMBER
1995-00665
DESCRIPTION
AMOUNT
A. Fun.,al Exp.n....
B.
1.
Wiedeman F\1neral Hane
357 S, Second street
Steelton, PA 17113
Gingrich MerrDrials, Inc,
5243 simpson Ferry Road
Mechanicsburg, PA 17055
Admlnl."atlv. Caoto.
Personal RepAllentotl.. Com million.
Social Security Number 01 Personal Repre.entotl..,
Year Comml..lool paid
915,00
$5,962,00
1.
2.
Allornay Feel
3.
Family Exemption
Claimant
Addre.. 01 Claimant at decedent'. death
SI..et Add....
Relatlon.hlp
Slate Zip Code
City
A. Probate Fe..
C, Mloe.llon.au. Expen...,
1.
2.
3.
A.
5.
6.
7.
8.
TOTAL (AlIa ent.r an line 9, Recapitulation)
Ilf mar. opoc. Ie ne.ded, Ino.rt additional eh..te of .ome 01...)
5 6,977.00
'''''''''''''1'*
COMMONWIAlfH or PfNNIYlVANIA
INHlaIlAN(f ,.... IIIUIN
'.'IOUojlDIClDltU
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. P,lnt 0' Ty .
FILE NUMBER
1995-00665
ESTATE Of
Simonic, David J.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
DESCRIPTION
AMOUNT
Harrisburg Belco Federal Credit Union
P. 0, Box 82, Harrisburg, PA 17108
Account H63730 - truck loan
$ 5,000.00
Harrisburg Belco Federal Credit Union
p, O. Box 82, Harrisburg, PA 17108
Account H63730 - Visa credit card
629.00
Colonial National Bank
P. O. Box 15480
Wilmington, DE 19850
Account H5408 2731 3104 9421
2,600.00
York Hospital
1001 S. George street
York, PA 17405
987.00
Fairview Township Ambulance
, Cornerstone Adminisystems
P. O. Box 726
New Cumberland, PA 17070
250.00
Lifeline
, Hershey Medical Center
Hershey, PA 17033
1,821.00
$11,287.00
TOTAL (AI.o onter on lino 10, Recopltulotlon) S
(II mare 'pace i. n..ded, insert additional sh..ts 01 lame sin,)
STATUS REPORT UNDER RULE 6.12
Name of Decedent:-Dallln
Date of Death: 'i!/::l.~/9."
7 1
N/A
1
Pursuant to Rule
Court Rules, I report the
the administration of the
-:Y. S/(-fOA."~
Will No.
Admin. No.
19Q5-OOI.ploS"
6.12 of the Supreme Court
following with respect to
above-captioned estate:
Orphans'
completion of
1. State whether administration of the estate, is complete:
Yes V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ~ No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: ~~
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, jOinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Oa te: q! I}.. V9''''
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Signat.ure
-p,~RBI'lRA II. 5//.(Q,(.J(G
Name (Please type or print)
:;'70 5r :!owJUs DRIVE., (lAup ,0~,- PA
Address (.,
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(717 I 7&$. &57/
Tel. No.
Capacity: ~ Personal Representative
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(MAH:rmf/AM3)
Counsel for personal
representative
j
/5 53-1'/
REV-lS47 EX AFP (12-95*
COMMONWEALTH OF PENNSYLVANIA
DEPAR'"[Nl Of' REVENUE
BUREAU Of INDIVIDUAL tAXES
DEPf. :80601
tIARAlSIURO. PA 11U..06Dl
{/.----
ACN 101
NOTICE OF INIlERlTANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS ANO ASSESSMENT OF TAX
DATE 07-08-96
o FILE NO.
DATE OF DEATH 08-20-95 COUNTY CUM8ERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TilE UPPER PORTION OF TNIS FORM WITH YOUR TAX
PAYMENT TO THE REOISTER OF WIllS. MAKE CHECK PAYABLE TO "REOISTER OF WILLS, AOENT"
REMIT PAYMENT TO:
8ARBARA H SIMONIC
4715 COURTLAND ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Alllaunt R.Mitted
CUT ALDNO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v:is'4j-ExU"FP--nZ-:9sT"Ncii"icEuoii--iNHEiiii'AiicE-YAX-APiiiiAisEHENT-,u"Li:OwANcE-eili---mm--------
DISALLDWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX
ESTATE OF SIHONIC DAVID J FILE NO. 21 95-0665 ACN 101 DATE 07-08-96
TAX RETURN WAS, (X I ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Ed.t. (Schedul. A) (1)
2. Stack. and Bonda (Schedul. 8) C2J
3. Clo..ly Hald stock/Partnership Inter.at (Schedule C) (3)
4. Hortg.gal/Not.. Receivable (Schedula OJ (4)
5. Ca.h/Bank Depolita/Hiec. Parlonal Property (Schadula E) IS)
6. Jointly Owned Property (Schedule fJ (6)
7. Tran.fara (Schedule 0) (7)
8. Tot.l Au.t.
APPRDVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral E~p.n.../Ad.. Ca.t./Hi.c. Expan... (Sch.dula H) 19)
10. O.bt./Hortgaga Liabilitia./Lian. (Schadula I) Cia)
11. Total Oaduction.
12. Hat Valua of Tax Raturn
13. Charitabla/Gavarnnantal Baqua.t. ISchadula J)
14. Het Value af E.t.t. Subjact to Tax
I CHANGED
.00
.00
.00
.00
6.836.81
.00
.00
CBI
6,836.S1
6,977.00
11.287.00
(111
(2)
U31
(4)
18.:>64 nn
11 ,427 .19-
.00
11,427.19-
NDYEt
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
l~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSHENT OF TAXI
15. Anount of Lin. 14 .t Spou.al rata (15)
16. Anaunt of Lin. 14 taxabl. at Lin.al/Cla.. A rat. 116)
17. Ancunt af Line 14 taxabl. at Collataral/Cla.. Brat. 117)
18. Principal Tax Duo
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (tl
INTEREST (-)
.00 X .00.
.00 X .06.
.00 X .15.
ue)
.00
.00
.00
.00
AMDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIREO.
IF TOTAL DUE IS REFlECTEO AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIDNS.)
"" t::~
- :-;
0 .If! .'0:
CO '-,
"-'~: .,,; l; ;
.;-,
Cf'
, .' ~ j
". ;
I ~} .;: lJ
0 '!l ~ "l':E
roo: ~8
a:
AES[RVAlION, E,t,t.. of dlc.dent. dwlng on or bllor. DICI.o., 12, .'12 .. I. any lutur. Int.r..t In thl ....ta I, tran.I.rr.d
In po.....lon or enJoYlant to Cl.., . (cal1.'.r.l) bln,flelarl.. 0' thl dlcldlnt .,t., thl I.plr.tton of any ....t. for
11'. or for y..r., thl Coaaonw..lth hlr.by ..pr..sly r...rv.. thl right to ,ppr.'" and ...... tr.n,'.r Inn.tltanal Tlx..
at thl lawful C1... . (call_'.ral) r.t. on any .uch 'utur. lnl.r..t.
PURPOSE OF
NOTICE a To 'ulfUl thl rlqulr..,nt. 0' Slctlon 2140 of thl Inh.rlt.nu and E.t,.. hx Act, Act ZZ of 1991. 72 P.S.
SletSon 1140.
D.tlch thl top portion 0' tnl. Notlel and .ubalt with your ply.ent to thl Rlal"'r of Will, prInted on thl rlVlr.. .Id.,
u"skl ch.ck or .on.y ord.r p'Ylbl. tal REOISTER OF MILLS, AGENT
All p.y.~t. rlc.lv.d .h.ll flr.t b. .ppll.d to any Int.r..t which .IY b. due with any r..alnd.r .ppllad to the tlX.
REFUND eeR)1 A r.fund of I tax cr.dlt. which wa. not r.qu..t.d on tha lax R.turn, 'IY b. raqul.t.d by co.pl.tlng In "ApPllcltlon
for R.fund of Pann.ylvanl. Inhlrltancl and E.tat, llx" (REV-13IS). Appllcltlon. .re IVllllbl1 .t the Offlc.
of the Ragl.t.r of Will., any of tha ZS R.v.nue DI.trlct Offlc... or by c.lllng the .p.clll Z4-hour
an.werlng .arvlce ~ber. for for.. ord.rlngl In Plnn.ylvenll 1-800-J6Z-Z0S0. out.ld. Plnn.ylvlnl. Ind
within local Harrl.burg aree (717) 787.8094, TOO' (717) 772.ZZSZ (H.erlng I.palr.d Only).
PAYHENTI
OIJECTIONSI Any party In Intare.t not .atl.flld with the .ppr.I....nt, allowancl or dl..llowance of d'ductlon., or ........nt
of tl. (InclUding dl.count or Int.r..t) .. .hown on thl. Notlel BU.t obJ.ct within .I.ty (60) dlY, of rlc.lpt of
thlt Notice bYI
ADMIH
ISlAAJlVE
CORRECTIONS I
DISCOUNT I
PENAL TV I
INTEREST I
.-wrltt.n prot,.t to the PA D.plrt..nt of Rav.nu., Bo.rd of ApP.II.. D.pt. Z810Z1. Harrl.burg, PA 171Z8.10ZI. OR
-..llctlon to hlv. the ..ttar d.t.r.ln.d at .Udlt of the Iccount of the p.r.onll rapr...nt.Uv., OR
..Ipp.al to the Orphan.' Court.
F.ctual .rror. dl.cover.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.pert..nt of Ravlnue,
lura.u of IndivIdual T...., ATTNI Po.t A.......nt Rlvl.w Unit, Dlpt. Za060l, Hlrrl.burg. PA 171Z8-0601
Phone (717) 781-6S0S, Sa. pIga 3 of the bookl.t "In.tructlon. for Inhlrlt.nc. ll. Rlturn for. RI.ld.nt
D.cadant" (REV-ISOI) for In I.pl.n.tlon of ad.lnl.tr.tlvlly corr.ct.bl. .rror.,
If an1 tl. due I. p.ld within thr.. f)) c.l.nd.r .onth. aft.r the d.c.d.nt.. da.th, . 'Iv~ p.rc.nt (SX) dl.count of
the tlx plld I. IlloWld,
Th. ISX tax lanl.ty non-plrtlclp.tJon pen.lty I. co.putad on the totll of the t.x .nd Int.r..t .......d, Ind not
p.ld blfor. Januar1 18. 1996, the 'Ir.t d.y I,t.r the .nd of the t.. lan..ty p.rlOd, Thl. non.Plrtlolpatlon
p.nalty I. ,pp..labl. In th. .... ..nnlr Ind In the thl .... tl.e p.rlod .. YOU would IPP.II the tlX and Intlrl.t
that ha. b.an .......d .. Indlc.t.d on thS. notlc..
Jnt.r..t I. chlrg.d b.gl~Jna with 'Ir.t d'1 of d.llnqu.ncy, or nine (9) .onth. .nd on. (I) d'1 fro. the dlt. of
dal'h, to the date of pay..nt, T.x.. which b.c... d.llnquent b.for. Janulry 1, 198Z b.lr Int.rl.t ftt the r.te of
.Ix (6~) p.rc.nt plr annu. c.lcul.t.d It I d.lly r.t. of ,000164, All tax.. which b.c..e d'llnqu.nt on ~ aft.r
Janu.ry I, n82 will bll" Inhrllt .t . r.ta which .,111 vary 'roe c.l.ndar y..r to c.l.ndlr yllr with that ntl
announc.d by thl PA D.p.rt.~t of R.v.nu.. The .pplle.bl. Int.rl.t r.te. for 198Z through 1996 .ral
~ Intar..t R.t. D.Uv Int.rut F.ctor U!r Inhr..t Rat. O.llv Inhr..t Factor
1981 20X .0005"1 1987 .. ,OaU47
191) 16~ ,000438 1981-1991 1I~ .000Jal
1984 \IX ,000301 1992 'X ,OOOZ47
1985 ISX ,000356 1993-1994 IX ,OOOl9Z
1986 lOX ,000274 1995-1996 'X ,OaOz,.7
-.Int.r..t II c.lculat.d .. followlI
INTEREST . BALANCE OF TAX UNPAIO X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice 1..UId .ft.r thl tlM b.col" dallnquant will rl'l.ct an Int.r..t c'lculatlon to flftaen (15) d11'
b.yond the d.t. of the .......ent. Jf ply..nt I. ..d. ,'t.r the Int.r..t coaputatlon data .hown on thl
Notlc., additional Int.r..t lU.t ba cllculatad,