HomeMy WebLinkAbout95-00913
<U. l. S 0.5
ESTATE OF MAY BOWMAN CHADWICK, DECEASED
DIED JULY 6, 1951
FILE NO.
CUMBERLAND COUNTY
Assets valued as of September 4, 1995
due to the death of Martha Chadwick O'Conlon
108,631.87
@ 15%
16,294.78
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I ,OA DATU a'DIAIHAnlR 12'31191 CHICK HIAI
II' A SPOUSAL
I paVIATY CUDIT IS CLAIMID
I fiLl NUMIU
,") I 7.s 9'1.3
COMMONWl.ll1H 0' 'fN'H'I.....h.~
DI"'"MfHI 0' .1~INUi
Df" 2106C
HAU1UU10 ,.. 17UI.OM"
10IClO".!' h....III.~l 'IH. AI,,, ...,~;.I .,. I.....
Chlldwlck HlI
.Otl.1 UCUII" NUM.n
I
\>
!p"n 01 01.'"
7-(,-', I
10"11 01 lilt,.
:COUN'" COO!
Yf.U
NUMBf~
[lICIP'I.' \(0"'11'1 "00'0
c.o......
Cllmhl!rl11nd
I ....oU..., IIClt~t:: 1\1f INIoUuCll0N~
11001.'" U(UI'" hUM'"
,
=1"0 fl.l'u,. Int.r.U c.omprom.u
liar dalll 01 a,att. ah" 11.12.821
I 0 6. O.c.d,nt Dl,d 1..lalt 7 O.c.d.nl Malnlaln.d a Llw,n9 1 ru.'
IAnad. copy al WiIlj IAnach COPY of TrUlt)
I ALL CORRUH)NDENCE AND CONFIDENTIAL TAX INFOIlMATION SHOULD BE DIRECTED TO.
"''''''''1 Mellon Bank, ti.A. CO""lltlM...IUNGAOOUs"
Mellon Bank, N.A.
P.O. Box 7699, km 193-0224
.. ..
20. II Uno 19 Is 9_r tho. Una 18. enter tho diH....co.. U.. 20. lhi. ;"h. OVER'AYMENT.
a O.tln"II"'I'II.,......._"l.I........~ooItI.....'III.I,...I...nr.r.n_.j.'.,_.1.looIltl.!J..I.......
21. 11 Lln. 18 b gr.ot.r than Un, 19. .nl.r the diff.r.nc. on Lln. 21. Thi.l. the TAX DUE.
A. Ent., th. ,nt.r... on the bolanc. due on Lln. 21 A.
B. hI.' th.'otol of Un. 21 and 21A on LInt 218. lhi. h Ih. BALANCE DUE.
M.lat Ch.e" ,..,.w. tol 1I..llt.r of Willi, Autnt
I'" .."""111.1"'.....'..0 "0\111 '..1-1 ,...' "IIII"cr"'C10,"""'.
C.!
= !JUPP1,rntn101 Rtlurr
Original A'IU'"
o l Llmil.d htol.
lU!PHONI..,UMlI'
?
Tax Officer
_? ?
1. Real btott l!lch.dul. AI I , I
2. Stoc.. and aond. f!lcn,dul. 8) 12 }
3. Clo..ly H.ld !ltock/PDnn.nhIP Inl.r." (!lct..dul. C) 13 I
A, Mangos.' and Not.. Rec.iyobl, fSct..dul. 01 (A I
S. Ca.h. Bonk OtpoliU & Mlle.llon.ou. Peflonol Prop."y (5 1
Ir.dI.d.l. EI
6. Jointly Own.d Prop.ny (Sch.dul. f) ( 6 1
7. 1....10.. Ir.dI.d.l. GII&chod.l. II 171
8. 10101 Gron Mull (10101 Lin.. 1.7)
9. funlfol bpen.... Adminil1fotiy. Co.,a, Mi.ullon.ov. (9)
hpen... (&chod.l. HI
10. Deb... Mong.g. U.bl1~j... U... 1&<h.d.l. II (IO)
11. 10tol Ded\tdiOftl (10101 Un.. 9 & 10)
12. N.' Valu. 0' blot. ILin. B mlnu. Lin. 11)
13. ChoritobM and Goot.rnlNntol a.qu.'I' (!len.dul. JI
,.. N.' Vol". !lubi'" 10 loa (Lin. 12 minu. Lln. 13)
15. !lpoulOllran.f.fI (for dOl.' of d.oth oh.r tr30-9A)
S.. InltNClion. for Applicabl. Perc.ntog. on Rn.n. 051
&id., (1_ ..1...1rom r.cMdu1. K .r &<hod.l. M.I
16. .........01 Uno IA I...blo at M> rot. fl6)
(lndud. yoluII from !lm.dul. K or !lch.dul. M.)
17. Amount of Unt 1A toaobl. 01 \5\'. rOl. 117)
Ilndud. yol",. from Sc:hedwl. k or Sch.dul. M.)
18. Prindpol toa due tAdd to. from Linea 15. 16 and 17.)
19. C,.d,u Spou.ol POftrty Credit Prior Paym.nll
::Xl
".malna.' Ihtur"
1'01 dOI.1 01 aeOlp. pliO' '0 12.13.82~
hatral Eliott 101 R.I",'n R.auu.a
~5
_ e 1 alai Numbtr a. ~all O.po,it 60u.
IOIl,631.117
I B I
I08.611.~7
~ ~ liE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND 10 RECHECK MATH ....-c:
a.nolll.' at perlury. I d.oar. that I hay. .xomln.d dill r.lurn, Includln9 accompanying .ch.d"lt' and .101.m.nu. and 10 lht be.. at my .nawl.09. and b.It,f,
'. CO"." and complel.. I d.dor. that 011 r.ol ..tOI. no. ot.n r.ponta at IIU. marll.l \l'alu.. O.c1arallon ot pr.POI.' oth,r than the p.uonal r.pr...ntotly. II
on olllntonnotlon of ..hlch pr.por.r hot an., lI:nowf.d9.
'II O' ;:j,IDN .UPON U 'OIIllINO rUI,.. _....DOII"
t/ _ '" /,. '
'/ 'I) -';"' /,r, r, t
JIIOf I. AUI01 II tHAN I II IN''''Uyl.' I
,
ADDU U
Ill)
1121
1131
IIAI
106,631.67
106.631.87
1(._-
I( .06_
I06,631.H7
16,291t.76
)II; .15.
(IB)
16,294.76
Oilcounl Inl.,..'
fl91
(20)
16.294.76
(21)
121"')
121B}
PAtt
DATI
/ .~/,I '/5"
.f....UOJ 0.1.16\
~
SCHEDULE B
STOCKS AND BONDS
::JMMONWUHH o. 'fNNUIVANI...
..4tlUIIANCf f.... .nUIIN
'fSlDfNf DfCfDfNl
ESTATE OF
FILE NUMBER
Chndwick, ~Iny lIuwmnn
.
IAII prop.Ny jolntly-own.d with Right 0' Survivorship must b. dlulo..d on Sch.dule F.l
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
I.
Assets valued as of September 4, 1995 due to the death of
grantor's daughter, ~llIrthn Chndwick 0' Conlon
9233 units DF Intermediate lIond Fund
@ 11.756571
108,548.42
Principal Cash
83.45
.,
TOTAL IAha .nt.r on line 2. R.CoDi'ularion)
(II mora IQOC. " n..d.d, In..'' additional .h..t. 01 .om. .iu.)
s
108,631.87
I
f,
'I
IIVIIIII" 111r)
SCHEDULE J J
BENEFICIARIES
,.
COMIIIOHwl.I1M Of ..NNIllV.....tA
INN'IIlANCI 'AI .nUIN
II~DtN'DIClDtN'
FILE NUMBER
ESTATE OF
Chadwick. ~Iny Ilowmnn
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
A. Taxobl. Bequ..u=
1. The Salem F.vnngelical lie formed Church
of lIarrisburg
entire estate
N~T~'tER NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8. Charltabl. and Governmental BeqUIUIl
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTSIAI.o .n'or on IIn. 13. Recapitulation) S
(If more .pac. I, n..dld, In..rt additional ,h.... a. lam. Iln)
'" -. .-. ...
_____ ___.,'_4__~_
, ...., - - --- ,_. - .'- .-. .'. '--1" '-'
.--- -- .- .-"... .,.".- --. -- -- -' ~'.-' ..-; .- -- -- -- ~-- -- ~.- -'. - .
_,OtDM('1
, D ..A'A" 082!71 ('COMMONWEALTH OF PENNSYLVANIA
NO. .' ' DEPARTMENT O' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
~.!.I~
'!(jijJ!r
......n.,ut....l
ACN
ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
6
RECEIVED FROM,
101
.10,294.78
MEL.L.ON BANK N A
MEL.L.ON BANK CENTER
POBOX 7899 RM 193-0224
PHIL.ADEL.PHIA, PA 19101-0913
ESTATE INFORMATION,
~ FilE NUMBER
~ 21-1995-0913 S6N 000-00-0000
el NAME OF DECEDENT IlAS11 IFIRS11 IMII
~ CHADWICK MAV BOWMAN
m DATE OF PAYMENT
m POSTMARK DATE
COUNTY Hl-IOa+q:s
CUMBERL.AND
DATE OF DEAHl
m TOTAL AMOUNT PAID .1 b ,294.78
PB
RECEIVED BY );t((/i,,- C i ;t~"""41 ;lJV
(i SlGNAYUR(, / "
~I ~ / I' ""..".1/.'; ('
MARV C. L.EWIS I " :
REGISTER OF WIL.L.S
REMARKS
MEL.L.ON BANK N A
SEAL
CHECK" 3778
REGISTER OF WILL.S
,--------------------------------------~--------~~
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J REV-1547 I!X AFP 112-95*
CDHttCINW[AL lH or P[HNSVl VAHtA
D[PUlHENT or RtYfJU:
IUREAU Of INDIVIDUAL TAX[S
I)[PT. 110601
HARAlSllRG, Pi 171,..0601
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 02-12-96
S TE OF FILE ND.
DATI! OF DEATH D7-06-51 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF TNIS FORH WITH YOUR TAX
PAYHENT TO THE RECISTER OF WILLS. HAKE CHECX PAYABLE TO "REOISTER OF WILLS, ACENT"
REMIT PAYMENT TO:
MELLON BANK NA
CIO ROSEMARIE E KALMAN
PO BOX 7B99
PHILA PA 19101
REGISTER OF WILLS
CUMBERLAND CD CUURT HOUSE
CARLISLE, PA 17013
AoM>w1t R_ltted
CUT ALONG THIS LINE ~ RETAIN LOI/ER PORTION FOR YOUR RECORDS ....
iiEV=i54j-EX-AFji-nZ=95Y-iioYicE-.oF-YNHEiiifANci-YAx-'A-pjiiiifisEiiiiii'-;-Ai.UiwAiici-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHADWICK MAY B FILE NO. 21 95-0913 ACN 101 DATE 02-12-96
TAX RETURN WAS. I X) ACCEPTED AS FILED
RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eat.t. (Schedule Al (1)
2. stock. ~d Bond. (Schedul. 8) (2)
5. Clos.ly Held Stock/PartnerShip Int.r..t (Schedula C) (3)
4. "arta.g../Not.. Recaivable (Schedul. OJ C4J
S. C..h/B.nk Depolita'Hllc, Parlonal Property (Schedule EJ IS)
6. Jointly Owned Property (Schedul. f) (6)
7. Tr~.f'r' (Schadule OJ (7)
8. Total A...t.
) CHANCED
.00
108.631.87
.00
.00
.00
.00
.00
IBI
108,631.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral EMpan.../Ade. Co.t.'Hllc. EkPen... (Schedul. H) C')
10. Debt./Hortgag. Llabllltl../Llan. CSch.dul. I) CIO) .00
11. Tot.l D.ductlon. Cl1)
12. N.t Value of T.~ R.turn C12)
15. Charlt.bl./Gov.rn..nt.l a.qu..t. (Schadul. J) (15)
14. N.t V.lu. of E.t.t. Subject to T.~ 114)
NOTE: If an assessment was issuad previously, lines 14, 15 andlor 16, 17 and 18
reflect figures that include the total of abb returns assessad to date.
ASSESSHENT OF TAX:
15. A.ount of Lln. 14 at Spou..l
16. A.aunt of Line 14 t.xabl. .t
17. A.aunt of Lln. 14 taxable .t
18. Principal Tax Du.
.00
nn
108,631.87
.00
108,631.87
will
r.t.
Lln..l/CI... A rat.
Coll.t.ral/Cl... a rat.
.00 X .00.
.00 X .02.
108,631.87 X .10.
IlBI
.00
.00
10,863.18
10,863.18
IlSI
1161
1171
TAX CREDITS:
PAYHENT
DATE
12-02-95
DISCOUNT 1+)
INTEREST I-I
28,244.88-
RECEIPT
NUHBER
AA082371
AI10UNT PAID
16,294.78
INTEREST IS CHARGED THROUGH 02-20-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
10,863.18
12,092.62
22,955.80
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
RtIlRVATIDHI [.t.t.. a' decedent. d11ne on .t be'.r. Dec.-ber Ir. I'll .. If anv future Int.r..t In the ..t.t. I. tran.f.rrad
In po.....lon .r anJo,..n' .. el..' . leoll...r." benlfl.l.rl.. of the dIC~' .f'.r the .~plr.tlon .f an, ..t.,. for
.1f. or fDr v..r., thl c~.lt~ hI,eb, ..p,...I, ,.I"V" thl rlgh' to ."r.I.. .nd ...... tran.f.r l~tltanc. T....
.t thl ...ful el..' I '.a...t.r.11 ,.t. on In, ~ future In..,..t.
PIlIIPClIt or
NOllCtl 'a fulfUI thl ,MUI,...." af I..tton 'IU of the IntMrltlnC. .nd [.t.t, Tax Act, Act Zl of 1991. 7Z P.S.
IlOtlon 11_'.
paYKHfI bttach UMI lop peI,tlon .f thll Molin IlIld lua.lt tilth ,our p..,....t to thlRegl.tlt of wills p,lnttel on \hi ,.v.rI. I1dt.
uM.... ch.ck Dr HnlY o,d.r ,.vtbl. 101 IIEGISTEI OF' MILLS. AaEHT
All P"'NO" tlcl,vld IMU Uti' be ."Il.d to any Int.,..t which HY be ... ..lth ....Y r...lndtr .,,11.. to thl t.x.
AtrUND ItlUI A ,.fund Df . till "edit, Nhlch .... not 'Huuttel on thl ,,. R.turn, "Y be rMtUl.ttel by COllPllt1ng an eeAppllcatlon
far ..Iund af penn.ylvan.. Inhtrltenc. ~ (.t.tl ,..ee IREV-ISIS>>. Appllc.tlon. ar. .v.lloOl' .t thl Offlc,
.f thl A.,I.t.r .r Wlllt, an1 af thl '1 R.v.nu. DI.trlct Dfflc.., or by c.lllng thl ,p.clll 24-hoUr
an.werlne ..rvlc. ~'r' for for.t ord.rlnel In Penn.ylvanl. 1-100-142-20'0, out.ld. Pann.ylvanll and
"I thin loc.ll;.rrhbur. .,.. 11171 "7-IOM, lDDt 17UJ ",.un UMlrlng lapllr.d onlwl.
OIJ(c,IOMSI Any p.rt, In In'.r..t no' .,tl.flld ..Ith thl tppr.I..1ant, .llowtne. or dl'lllowanc. of dtdUctlon., or .......-nt
of t.. Ilncludlne dluount or Inl.,,,U I' ...., on Ihh Holle. IUlt object ..lthln .Idy 160J dey. of rK.lpt of
thlt Hot'-=- by.
..",Ut.,.. prot.., t. u~ Pi ....rtHnt of RtvM1!.M, lo.rd of App..h, o.pt. za1021, Harrhbur1h pa HIZI-lon, OR
-..I.ctloo t. h.v. 'hi .."., d.,.r.lnad .t IUdlt 01 ,he account of the p.r.onal r.pr..ent.tlva, OR
..."..1 t. 'hi Orphan.' Court.
....IN
IIlRAflvt
CORR(CtlOHI.
INUHfIIl
FactuII .rrotl dhuVlrtd on Illh ........n' ,tlould b. Ilddr...teI In "dtlng tol PA DIPart.",t of R.v.....,
lur.'" of Indlvldull l.u" AflHI po.t a......If'I' R.vl... Unit, P.pt. 210601, U"rhbUrg, PA 11I28.D601
PhofM CUlt ,.,.".., ,.. p.,' I 01 'hi boold.t "In.tructlon. for lnh4arltanc. hx R.turn for a R..ldlnt
bee.."t- UllV.a"U f.r fin .IIPIIWl.tlon of "lnlttnllv.1Y corrlOtabl. "ran.
If MY 'Ill dIM II ~.Id within three 15) u1endlr ton'h. .fhr 'ha d.ctdent'. d..th. . flva parc,"t 15:0 dhcount of
thl 'Ill ~.ld It .1I_ad.
Int.r..t I. ~hlr,.d b.glnnlng M'lh flr.t d.y of delinquency, or nl", 19J aonth. and one (1) de, 'roe the data of
de.th, ,. the dll. of plttent. ,.... ~l~h bae... d.llnquent bafor. January I, 1912 ba.r lnt.r..t It the rat. of
.Ix .'~J p.rcan' plr ~ cIlcul.lteI .t a dlllv r." of .000164. All t.... which baC'" dallnquent on and .ft.r
Januarv ., ..Ir will bllr Int.r..t .t a ,.1. which ..III vary 'r.. c.lendar Yllr to calend.r ,a.r with ~t r.t.
WW*l'Mad bv thl pa Dtplrt."" 01 Rlvenua. lhtl tppl1cabl. Intar..t ,.t.. for 1982 through 19'16 a"l
~ In'''''' ..It Dalb lnt.,..t flHltor ~ Inti,." Ralt DaUy Int.r..t Factor
atll lOX .oonu 1'17 OX .000247
.... lAX .000411 190-1"1 IlX .D00301
..14 IlX ,ODDSlI ".. OX .000241
I'" !IX .DOUM 1995-199It 7X .000192
".. lOX .ODDZ14 1995-1'" OX .00020
ulnt.r..' I. calcul.tld I' fall_II
'"TtREaT . IALA"CE OF TAX U"PAIO X "UHlER OF OAYI OELI"QUEHT X DAILY I"TEREBT FACTOR
_.Any NoUu h.'*' aftlt 'hi ta. MeOH' dtllnquant ..Ill r.Utet an Int.,.., nlculatlon to tift"" U5J dl"
beyend thl dI'. 0' thl ......Mnt. If p,vMnt I. atel. I".r thl Int.,..t coapY'atlon d.t. thcM1 on the
Mollet, tddltlon.. lnt.,..t ....t be ulcul.ted.
PISCOUN'I
'"
, - "j
/1
I
REV-1547 EX AFP 112-951_
tDHt~JHWUl11t Of PENNSYlVANIA
DtPAAlt<<"' Of tlEytNUE
BUREAU Of INDIYIDUAl lAMES
DEPl. PlDlfll
HARRISBURG, p", I1l1l006.01
ACN 102
NOTICE OF INHERITANCE TAM
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE 05-20-96
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH yOUR TAM
PAYHENT TO THE REOISTER OF WILLS. HAME CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
07-06-51
MELLON BANK NA
CIO ROSEMARIE E KALMAN
PO BOX 7899
PHILA PA 19101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA i7013
t
Allount R...itt.d
\
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
ifEli=Uf47"EX-AF-p-n-Z:95Y-iliifiCE--OF-YHHEiiiTANCE-TAX-WiiRAisEHEili'-;-ALLOWANci-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MAY B FILE NO. 21 95-0913 ACN 102
TAM RETURN WAS' I I ACCEPTED AS FILED 1 XI CHANGED SEE
ESTATE OF CHADWICK
DATE
ATTACHED
05-20-96
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - ,SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN
1. Reel bteta Ischedule AI UI
2. stoc~s end Bonds IS~hedule BI 121
3. Closely Held stoc~/PertnsrshlP Interest ISchedule CI 131
4. Hortgeges/Notes Recelv.ble Ischedule 01 141
5. C..h/Ben~ Depodh/Hhc. peroonei Prop.rty ISchedule EI ISI
6. JoIntly owned Properh ISchedule FI 161
7. Trensfers Ischedule GI 171
8. Tot.l A...ta
.00
108.631.87
.00
.00
.00
.00
.00
IBI
108,631.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel E.pens../AdM. Cosh/Hlsc. e.penses ISch.dule HI 191 .00
10. O.bts/Hortgege Liebilities/Liens ISch.dule II 1101 .00
11. Total Deductions 1111
12. Net Velue of Te. R.turn 1121
13. Cheriteble/GOVernM.ntel Bequest. ISch.dule JI 1131
14. Net Velue of Estete subject 10 Te' 1141
NOTE: If an assessment was issued previoUslY, lines 14. 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 et Spousal rete 1151
16. AMount of Line 14 te.sble et Lineel/Cless A rete 1161
17. A.ount of Line 14 te.able et colleterel/Cless B r.te 1171
18. Prlncipal TaM Dua
00
108.631.87
,00
108.631.87
will
.00
.00
108.631.87
M'OO.
M.02.
M .10.
UBI
.00
.00
10.863.18
10.863.18
TAX CREDITS:
PAY"ENT
DATE
12-02-95
DISCOUNT I + I
INTEREST I-I
A"OUNT PAID
16.294.78
RECEIPT
NU"BER
AA082371
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16,294.78
5.431.60CR
.00
5.431.60CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN n. NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU "AY BE DUE
A REFUND. SEE REUERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
.
.rlt.vUIONI ht.h. of d......".. dwl". Dn Dr before Dlu.b,t U. I.IZ -- If any future Int.,.., In thl ..tat. II 'ran,flrtad
In p......ton at enJoy.~t to Cia.. . (collata,al) b~'lcl'rl.. of the dlcld.nt .,t., the ..pltallon of any ..tat. for
II" ar f.t y..t., '~C~onw..lth hereby ..pt...ly r...tVI' ~h. right to appral" ~ ...... tran,f., Inharltanc. T....
It the I"'ul CI... I 11:0111",,11 t.t. on any luch lutur. Inhr..t.
f'UItt"O" or
NOUU. I, fulfill Ih. ,1",,1,..-,,\1 Df SecUon n\G of thl Inh.rltanu end Elt,'a Tn Act, Act ZZ of 1991. 7Z P.S.
...tllN' IIU.
PU"'N', PellKh the '''' ,.anion af thh NoUn end ,ubalt with your p.y..nt to the RIghtar of "11" prlntad on IhII '1"1'" sid,.
..,.... ..hl..1I or INtMW order p.,lIbla tal REGISTER OF MILLS, AGENT
'l. ,.,eenl. ,ac.lv.d ,hall fir.' ba .ppllad to any Int.,..t which ..y ba duo with any r...lnd.~ appll.d to the ta..
"".D lUll a r.rund.r . h. oru". which .... not nquut.d on U,. T.lC R.turn, ..y b. r.qua.t.d bv co.phtlng "" "Appllutlon
'.r ..,"'" 0' Pann..,."."I. InhDrltMC. and E.t.t. hlC" (REV.UUI. APpllc.tlon. .r. .v.lIabl. .t the aUlu
01 th. ..,ht.r .1 Willi, ."., of thtl IS R.v.nu. Dlltrlct aUlc.., Dr by C811lng the .p.cI.l Z4.haur
"",,'I~ ,.,vle. nuab.', for lor.. ord.rlngl In P.nn..,lvenl. 1.100.16Z-Z050, aut.ld. Penn.ylvenl. and
..lthln loul Il.rrhburg .r.. (7171 781-a09", TaD I l117J 17Z"ZZ5Z CH.arlng I.p.lr.d anlyl.
OIJlCllONl1 An; p.,t., In Int.,..t not ..tl.fled with the 8ppr.I....nt, allowanc. or dl.allowanc. of d.ductlon., or .......ant
.f t.. Ilncludln, dl.count or Int.,..tl a. .hown on thl. Hotlc. .u.t obJ.ct ..Ithln .llCty (60) d..,. of r.c.lpt of
thlt Notlc. b.,1
....'Itt." p,ot..t 10 th. PA D.p.,t..nt of R.v~., Board of App..I., D.pt. Zal0Z1, H.rrl.burg, PA 171za.lozl, OR
".I.ctlon to h.v. Ih. ..It.r d.l.r.ln.d at audit of Ih. .ccount of the por.on.l r.pr..ant.tlv., OR
.'.p"o..1 10 Iho Orph.".' Court.
AlJftlN
IIIMAIIW
CQNNtCllrntl1
raclual ."0" dl.cov.,.d on thl. ........nt ahould b. .ddr....d In writing tal PA D.pa,t..nt of R.v.nu.,
lu,... of IncUvldual I...., AI1NI Po.1 A.......nt R.vl.w Unit, D.pt. 280601, t!lIrrhburg, PA 17121-0601
f'hDmI C '"I 11l.nO!.. Sa. p.oo 1 of Ih. bookl.t "In.tructlon. for lnhultanc. TlllC R.turn for a Ruld.nt
n.udanl" (ff[Y.IUIJ 'or ." ..plan.tlon 0' ad.lnl.tr.tlv.l., correctable .rror..
PIItOUHII
I' an., t.. due I. p.ld within thr.. (1) cal.ndar aonth. a,t.r tho d.c.d.nt'. d..th, a 'Iv. p.rc.nt (5X) dl.count of
(ha I.. p.ld I. allo...d.
,,(NAl ''/1
'he I!.k t.. .."..t., non.partlolpatlon p.nlllty I. co.putad on tho total 0' Iho talC end Int.r..t .......d, and not
p.ld b.ro,. Janu.,., II, 1'96, tho 'Ir.t day aft.r tho .nd 0' tho t.. .."..t., parlod. Thl. non.pa,tlclp.tlon
p.n.lty I. app..labl. In tho .... .ann.r and In tho tho .... tl.. p.rlod a. .,DU would .pp.al the tax and Intor..t
th.t h.. b.an .......d .. Indlc.t.d on thl. notlc..
IHIUUTI
Int.r..t i. ch.rg.d b.glnnlng with ,It.t d.., 0' d.llnqu.ncy. or nln. C,) .anth' and on. (1) day fro. tho d.t. of
d..lh. to the d.t. of p..,..nt. T.x.. which b.c... d.llnqu.nt b.'or. Janu.r., 1, 1982 b..r Int.r..t at the rat. 0'
.lx 16kl p.rc.nt p.r ~ calculat.d at a dally rat. of .000164. All t.... which b.ca.. d.llnquent on end a,t.r
Janu.ry I, l'a2 will b..r Int.,..t .t II rat. which ..Ill vllry "0. cal.nder .,..r to c.l.nd.r .,..r with that rat.
~.d by the PA D.p.rt..nt 0' R.v.nu.. The appllc.bl. Int.r..t rat.. for 19a2 through 19'6 0'.'
'!!!! Int.r..t R.t. D.lIy Int.,...t Factor :!!!r Int.r..t Allt. D_II., Intar..t Fllctor
19az zok .GUi'" 1987 'X .OOOZU
19U 16k .000418 l,aa.19,1 nie .00DSOl
1984 IlX .00DSDl 1992 'X .OOOZ47
IUS Uie .00DSS6 ln5-1"" 7X .0001'Z
1986 lOX .00DZ74 199i-I996 n .000147
.-Int.,..t It celculatad "" '0110''''
INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
..AnY Hotlce I..u.d a,t.,. tho tllX becoe.. dellnqu.nt will rofl.ct an Int.r..t c.lculatlon to fl,t.." CIS) d.y.
be.,ond the d.t. 0' the .......ant. I' pa.,.ent I. .ad. a't.r tho Int.r..t coaput.tlon dot. .hown on the
Notlc., .ddltlon.l Int.,..t au.t b. calculat.d.
"11';.1110111."1
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
~UnAU Of INDIVIDUAL TAXIS
DEPT,2B0601
HARRISBURG. PA 1712B.0601
DECEDENT'S NAME
filE NUMBER
J...A,.."\
.
~. ( '", ,
.
f I II-?
ACN
u:L
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
I'~"~, _1.._JII
r
t f ~~.u 4-.... ~;
, ,
..' cJ ,'") U
t::-r.::."~- ~."'-~'--'P':'~-~.' ,- ~....._.
TAX EXAMINER,
1', ,II L "0".....,
i
PAGE
'- 1::'(
" <.Ii .. \lL-
.-
['i: ,
"
N
~
r...,
'.' ,..i .
U ':1 , I
Ou.; 'I") '.1::
0: p, ~8
PAyttEHT,
a.tach thl top portion of that Natlel and lub.lt with YOUf pRy.,n' .,d. plyable to thl n... and addr...
prlntad on thl rlv.r,' ,Ide.
If RESIDEHT DECEDENt .,kl chuk or Ion'" order payable teu REGISTER Of WILLS, AGENT.
If HOH~RESI0EHl DECEDENT ..k. chick or lonay order payable tal COMMONWEALTH Of PENNSVLVANIA.
All pI.,..nt. r.calyed ,hall ba applied flrlt to any Int.r..' which .ay bl due with any r...lndar IPpllad to thl ta..
REfUND leA)1 A r.fund of . tl. credit, which WI' not r.qu..tad on thl 'ax Return, .,., ba r.qua.'ad by coaplltlnt an
"Application for R,fund of p,nn,vlvlnle Inh.rltancl and Eltat. ,.." IREV.l!l}). APplication. .r. BVIllable at
thl of,lcI of thl Rlal.t.r of Willi, any of the Z) A.v.nu. Dlltrlct Offlc" or fro. th. D.p.rt..nt'l Z~-hour
enlw.rlng ..rvlc. nu-b.r. for for.' ord.rlng' In Plnn,wlv.nll 1-800.)6Z-Z050. outlld. p.nn,wlvlnll
Ind within loc.1 H.rrl.burg .r.a Cl11) 181,8094, TOOl (111) 112'2252 CH..rlnD I.palr.d onlw).
REPLY tal
Qu..tton. r.glrdlng .rror. contaln.d on thtl notlc. should b. .ddr....d tOI PA D.p.rt.~"t of R.v.nu., lur.au
of Individual Tall", AnNI POlt A.......nt R.vl.w Unit, D.pt. 280601, ltarrhburD, PA 11128-0601, phon.
(111) 181'6505.
DISCOUNT I
If any tall dul II paid within thr.. C)) c.l.nd.r aonthl aft.r the d.c.d.nt'l d..th, a flva p.rc.nt CSX) dllcount
of the tall Plld II allowad.
PENAltY I
Tha 15~ ta~ ..n..ty non.partlclpatlon p.n.lty I. coaput.d on the total of the t.~ .nd lnt.r..t .......d, .nd not
p.ld b.for. J.nu.ry II, 1996, the flr.t day aft.r th. .nd of the t.~ .,na.ty p.rlod.
INTEREST I
Int.r..t II charg.d b.glnnlng with flr.t daW of d.llnqu.ncy, or nlna (9) "onth. and ana CI) d.y frol the dati of
daath, to the data of pay..nt. 'a~.' which b.c..a d.llnqu.nt bafora January I, 1982 b..r 'nt.r..t at the rat. of
.111 16~) p.rcant rar annul calcul.t.d ftt a dally rata 01 .OOOI6~. All tallal wh'ch b.c... d.llnqu.nt on and aft.r
January 1, 1982 will b..r Int.r..t at . rata which will vary fro' calandar y..r to ealand.r y.ar wlth that r.t.
announc.d by the PA D.p.rt..nt of Rev.nu.. Ih. appllcabl. Int.r..t r.t.. for 1982 through 1996 .ral
Vnr lnt.r..t Aat. DailY Int.r..t ractor Vlllr Intar..t Rat. Dally Int.r..t factor
1982 ZOj( ,OQO!i48 1987 OX .000241
19U 16j( .DOOUe 191b.1991 11:t: .OOOJOI
1984 11:t: .0anOl 1992 .~ ,OOUU
1985 lS~ .00US6 1991.1994 '" .000192
1986 lOX .000214 199!i-1""6 .~ .OOU41
..I"t.r..t Is calculatad II folloWII
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlc. I..uad .ft.r the t,ll baeo.a. dallnqu.nt will r.fl.ct an lnt.r..t c.lculatlon to flftl.n (151 dlY'
b.yond tha d.t. of the ........nt. If pay..nt 1. ..d. .ft.r tha Int.r..t co.putatlon d.t. .hown on the
Hollc., addltlon.1 Inhr..t ..u.t b. nlcul.t.d.
~~F.r.;-"-'''7'