HomeMy WebLinkAbout95-00958
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COMMONWf'AlfH Of PfNNS'fIVANIA
Df'''UMfNf Of RfYfNUf
Of" ~I060l
H.....'58URO.'... !TU'.OllOl
oletelNl' ""AMI ILAU, Itur. AND MIOOU 1"'11'''11
//1- ) II ".5
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
RfY.l~OO u. 17.QAI
'OA OATIS 0' DIATH AmA 12/31/91 CHICK HI
" A SPOUSAL 0
POVIATY CAlDIT IS CLAIMID
FlU NUM"R
COUNTY CODf ~
OIUo NI'. COMPIl f ...001U5
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ROSIE S. Horr
SOCIAl UCUllIY HUMIU
306 N. 21st Street
Camp 11111, PA 17011
Ca","ly Cumberland
AMOUNI _.ellvID t511 IN".ucrrOPdl
DAn 0' 1IIlltt
~ 1. Original R,'urn
0". limited flfat. 0 40. Fulure Interlt' Compromi..
(10' dOl.' 01 d.olh oh., 12.12.B2)
o 6. Oeced.nt Died T.uol. 0 7. O.cld.nt Malnfalned a living Trult
IAlloch copy 01 Will) IAlloch copy of f,u.'1
ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO.
NAMI h COf'o{IJU M....UNG "'COIIU
Carles H. Stone, Esq. 4 4 Bridge Street
"'''HON' NUMIlO New Cumberland, PA 17070
717 774-7435
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o 2. Supplem.nlal R.furn
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1. R.ol Ello.. (Sch.dul. AJ
2. Sloc~. ond Bond, ISch.dul. BI
3. Clo..ly H.ld Sloc~/Porln...hlp Inl.'.., IS,hodul. q
A. Mangag.. and Nol., Receivable (Sch.dul. 0)
5. Calh, Bonk O.polill & Mlleellon,oul P.nonal Prop.rty
ISch.dul. E)
6. Join,ly Own.d P,op.rly ISch.dul. FJ
7. f,on.f... IS,hodul. OJ ISdt.dul. II
8. Tolol Oroll AII.II (fatal Unel 1.7)
9. Fun"ol Exp,nl", AdmlnllfrOli.,. Call', Mllc.llon.aul
E.p.n,., ISch.dul. HI
10. D.b... MOrlsoS. 1I0bIliU.., 1I.n, ISch.dul. I)
11. fo.ol D.duct'on. Ilolollln.. 9 & 10)
12. N., Valu. of E,'ol. (Une 8 minus Lin. II)
13. Choritabl. and Go.,,,nm.ntol B.quell. (Seh.dul. J)
104. N.t Valu. Subj.ct 10 To. (Un, 12 minus Un. 13)
15. Spou.ol T,on,l... (fo, do... 0' d.o.h ok., 6.30.9~)
S.. Inl'ructlon. for Ar,pllcobl. P""nlog. On Re",,..
Sid.. Ilnclud. yolu.. 'om Sch.dul. K 0' Schodul. M.I
16. Amounr of Un. IA faxabl. 01 0% role
(Includ. .,alu.. from Sch.dul. K or Sch.dul. M.)
17. Amount of line 104 laxabl. at 15% role
Ilnclud. .,alu.. from Schedul. K or Sch.dul, M.)
18. Principal 'a. due (Add lax from L1n,. 15, 16 and 17.)
19. C,.dill Spau.al Pa.,.rty Credil Prior Paym.nll
o 3. Remainder R.turn
(for dol.. of d.ath prior 1012.13.1
o 5. federal fila I. Toa R.turn R.quir.r
_ 8. Talal Number of Sof. D.posil Bo..,
(B I
$139,026.57
+ +
20. If line 191. greater ,hon LIne 18, .nt., the dlfferen" on Un. 20. ThllI. lh. OVERPAYMENT.
m 0 ...:r:J'J.'IIII..'...I_..l.II....,.'...I.I'Oltl.......l,lrn":'r.~_..l,1'1..I',o,I'U!1'.Iul>,'lil
21. If lIn. 18 II 9reot" than LIne 19, .nler the difl"ence on Un. 21. ThllI. Ihe TAX DUE.
A. Enl" Ih. Inf".., on the balanc. due an Un. 21 A.
B. En..' ,h. 10'01 0' lIn. 21 ond 21A on lIn. 21B. ThI.I.lh. BALANCE DUE.
Molt. Checle Payabl. tal R.gllI., af Will., Ag.nt
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
~ndlt p.nolli" of p.r/ury, I d.c1are Ihat I ha.,. examined Ihi. "turn, including accompanying IChedul.. and .,al.m.nh, and to Ih. b.., of my hawl.dge and b,.lie;
1llIlru" cor"ct and compl.'" I d.c1ore thai all real ellol. ho. b..n report.a ollru. markel ...alu.. D.c1oration of pre parer olher than the p'rlonal r'pre.enloll.... ,
balld an aU Information of which pr'parer hat any ~nawl.dg..
SIGN""UI!f 0' pUSaN IU'ONSlla '9;','JUN RUUI W US 1.1\-- ~( t'. .._
JI-1 ,~ <.I, Rd Ul',-". LIJ I (r I
SIGNAruU or '1(''''1111 OlHU THAN/'.UfH'...'I....f AOOIUS ,0Af( . _
~""~1....,, ~'n.,.. .(r:n~c-,.U. (.( ,,"t\rr~d~p {)~(, L(/171'1
III
121
(31
(~ I
151
(61
In
$LJ9.026.57
191
lID)
1 ,000. 00
(151
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(16)__
$LJ8,026.57
(l7J
DlIcount
11I1
(121
1131
(141
1 , 000.00
LJ8,026.57
138,026.57
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K .15 .
20,703.99
(I B)
_20,703.99
Tax Paid
"UNDER PROTEi;T"
See attached Iett
Inl.r'lI
(19)
120)
121)
121A)
121BI
Act #48 of 1994 p~ovlde. for the reduction of the tall rate. Impo.ed on the net value of transfe,. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will bel
e 3"10 (.03) will be applicable for e.tole. of decedent. dying on or after 7/1194 and before 1/1196
e 2010 (.82) will be applicable for e.lol.. of decedenl. dying on or after 111196 and before 1/1197
e 1"10 (.01) will be applicable for e.lot.. of decedent. dying on or after 111197 and before 111/98
e Spowao! Iremsfer. occurring nn or alter 111198 will be ellempt from Inheritance tall.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedenl make a Iransfer and:
a. retain the use or income of the property transferred, .......................................................
b. retain the right 10 designate who shall use Ihe property Iransferred or Its income, ...............
c. retain a reversionary interest; or ...................................................................................
d. receive Ihe promise for life of either poyments, benefils or co rei .......................................
2. If delllh occurred on or before December 12, 1982, did decedenl wllhln two years preceding
death transfer property without receiving adequate canslderatlani If death occurred after
Oecember 12, 1982, did decedent transfer property within one year of deoth without receiving
adequate conslderatlon'...........................I. 0..........................................0.1 t.......................
3. Old decedent awn an 'In trusl for' bank account at his or her death9......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMONWEALTH 0' PfNNSYLVANIA
INHERITANCE TAX lIlETURN
.UIOtNT OECEOfNf
ESTATE OF
SCHEDULE F
JOINTLY.OWNED PROPERTY
I FILE NUMBER
Rosie S. Hoff
Joln,'onon'(.).
NAME
ADDRES~
RELATIONSHIP TO DECEDENT
A.
Richard D. Shaffer
2360 I'inetown Rond
Lewisberry, PA 17339
Brother
B.
C.
Jolntly.ownod proporty.
ITEM LmER DATE TOTAL VALUE DECO'S DOLLAR VALUE OF
FOR DESCRIPTION OF PROPERTY
NUMBE. JOINT MADE OF ASSET % INT. DECEDENT'S INTERE~
TENANT JOINT
1. A 2/22/94 PNC Bank C.D. $95,022.12 50% $47,511.06
UI013200176321
2. A 8/1 /94 Bank of Hanover (, Trust Co 129,400.50 50% 64,700.25
CA U929409
3. A 7/13/94 Fulton Bank 50,099.32 50% 25,049.66
CD U522-0052150
4. A 8/72 Series E Bond; $1,000.00 3,531. 20 50% 1,765.60
TOTAL (AI.a on'or an lino 6, Rocapi.ulatlanl 5139,026.57
"' ........ fn"~n ., .....ri..... j.,ClH' nddrlionnl she." 0/ JOm,. ,ir.1
. IlVUlIlt.I'.II'
TE OF
-!~
COMMONWIAUH O. 'INN$Y\VANIA
INHUIfANCf tAX IInUIIN
USIOINf OICIOfNf
Rosie S. 1I0ff
ITEM
NUMBER
A. Funerol Expen..u
I.
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
e.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pleas. Print or T .
DESCRIPTION
Administrative COltSI
Personol Reprelentotlve Commllllonl
Social Securlly Number 01 Personal Repr"entotlve.
Year Commllllanl pold
Allornoy Feel
Stane, LaFaver & Stone
Family Exemption
Claimant
Addr'lI af Clalmont ot d.codent's d.ath
Slre.t Addrell
ClIy
Probote Fo"
Miscellaneous Expenseu
Relotlonlhlp
. State
Zip Cade
(II mare spaco Is "e.dod.lnllrt oddlllonol ,he.ts af sam. II...)
- ..... '-' '-:-"~""'''''''''''-~:'7''
TOTAL (Allo ont.r on lin. 9. R.capllulotlan)
AMOUNT
$ 1,000.00
s
\,000.00
DECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO.:
ROSIE F HOFF
U3-2~-!l~
16lJ-16-4175
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
CD
10132UU176321
RUSIE F HOFF
RICHAIW SHI\FFER
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
M-??-'l4
$95.UOU.UO
$22.12
$995.55
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DDA
51400293!l3
A. 80RTUN HOFF
RUS1E F HUFF
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
U1-U1-78
$7.641. !lb
$6.!l1
$38.02
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
STOCK INFORMATION CAN BE OBTAINED FORM CHEMICAL BANK
AT 1-800-982-7652
BANKOFIlANOVER
AND TRUST COMPANY
SEPTEMBER 21, 1995
STONE LAFAVER & STONE
ATTORNEYS AT LAW
CHARLES H. STONE
414 BRIDGE STREET
POST OFFICE BOX E
NEW CUMBERLAND, PA 17070
REI ESTATE OF ROSIE F. HOFF
SOCIAL SECURITY NO. 160-16-4175
DATE OF DEATH. MARCH 23, 1995
DEAR ATTORNEY STONE.
AS PER PHONE CONVERSATION ON SEPTEMBER 21, 1995, THERE
WAS AN ERROR IN MY LETTER DATED AUGUST 24, 1995. THE INFOMATION
FOUND IS AS FOLLOWS.
CHECKING ACCOUNT - #929409
REGISTERED - RICHARD D. SHAFFER
ROSIE S. HOFF-ADDED TO ACCOUNT AUGUST 1, 1994
ISSUED - DECEMBER 23, 1993
PRINCIPAL - $129,358.12
INTEREST ACCRUED TO DATE OF DEATH - $42.38
VALUE OF ACCOUNT TO DATE OF DEATH - $129,400.50
I APOLOGIZE FOil ANY INCONVENIENCE '1'HIS MAY HAVE CAUSED
YOU. IF YOU HAVE ANY QUESTIONS CONCERNING THE ABOVE INFORMATION
PLEASE DO NOT HESITATE TO CALL OR WRITE.
SINCERELY, ~
rxbfrtl.1.J ' tJ-/xA-
DEBORAH RABER
DEPOSIT OPERATIONS CLERK II
H <:.,II,le Sl'eel . 1I.1111\'Cl. I'A 17.\.\1 ,,717) h.\7.~~1l1 '(717) c..\7.('uHII'AX
OEC-19-199S ISI.?9 FROM FLLTOtI Mil< l1"iR1'ETIIlG
TO
7743869 P.O:?
Fulton Bank
P. O. BOX 4007. LANCASTER. peNNSYLVANIA 17604
CREDIT CIVIIION
WNmt'I OtNCf ow. HUM""
(717)~91-251l9
December 19, 1995
Charles H. Stone
Stone, LaFaver & Stone
414 8ridgB St.
PO Box F
New Cumberland, PA 17070
Deer Hr. Stone:
RE: Rosie S. Hoff, Deceased
March 23, 1995
In responSe to your recent Inquiry concerning the accounts maintained
in thB name of the decedent, please be advised that the following account
was open at the date of death:
CD '522-0052150, open 7/13/94, balance $50,000 and accrued
interest $9Y.32; paying 7.25', matures 7/13/95, joint with
Richard D. Shaffer.
If you should have any further questions, please do not hesitate to
contact me.
V/r truly yours, I I
(jlnbfiJ..5U'fCL.
Christine Putt Smith
Credit Confirmation Processor
Icps
CONFiiJc!\ITiAL
I hls Informatic,j i~ furni~!:c(~ ;:~ ~ ma~ter c! bsinass courtP~~
'n answer to "{lOO' .~ml:'" -.,:. ~ ,. ..,'.. CI'~r:u,Jc1t.,'al"se on.,
'I!.' II "'u 'I' ...... _ '<00' I ,of ..... ... ,
No rMponsioi\,l.I' .~ c~:::':';: . '.. ", :~':~: ~~v of it. omc~",
~nyopinion h~~~!:-: ,'..."c:-~ ..... :.' ,I I~: If: ;!,~.:c '....:p!out ~,),.~~.
..
TOTR. P. 02
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\ :t;'ERlESE ~ v lii7'.::.";.. M 100 238 57JE.l
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Richard D. Sharrar
Rnl
towi:;bnr:;:', Pa. 17339
or
l-~rs. 'Ro!J~.) .::. no!'!
-.
STONE LAFAVEH & STONE
ATTORNEYS AT I.AW
41'4 I1RIDOE STRHT
POST CHICE OOX E
NKW CUHnY-UI.ANII. 1'", 17070
CHARLES H STONE
JON' LArAVER
DAVID HEAN aTONE
GERALD J &HEKLETSKI
December 20, 1995
TELEPHONE .7111174.'4'8
TELECOPIER 17171 ?'''.3UGU
Commonwealth of Pennsylvania
Department of Revenue
bureau of Individual Taxes
Dept. 280601
Harrisburg, PA 17128-0601
REI Estate of ROSIE S. HOFF. SS '160-16-4175. ACN 95149874
Greetings:
This letter is intended to be made a part of the inheritance tax
return filed by Richard D. Shaffer, as surviving joint tenant of certain
assets owned by Rosie S. Hoff.
Mr. Shaffer has no knowledge of any other assets owned by Rosie S.
Hoff and declines any responsibility with respect thereto.
We have prepared the inheritance tax return as though the jointly held
assets were in fact taxable, and Mr. Shaffer is paying the tax which would
have been so computed to prevent the running of interest and the possible
attempted imposition of penalties.
We must emphasize, however, that Mr. Shaffer is paying the tax "UNDER
PROTEST" and denies his liability for these taxes.
This was all Mr. Shaffer's money. Badly advised by various bank
employees, he put his sister's name on these accounts believing that if he
did so he would make it "convenient" for his sister to handle his affairs
were he to become ill or incapacitated. He had no intention of making her
a joint owner of the assets. His creation of the accounts in the form in
which they appear was a mistake and should thus be reformed.
The assets reported should be found to be non-taxable and the tax paid
should be refunded.
Very truly yours,
~ST~NE ,LaFAVE~ & STONE
.~ 0, >~_
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Ch r es H.~one
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_ '010 HUt
D '.AA '0824'36' COMMONWEALTH Of PENNSYLVANIA
NO. . DEPARTMENT OF REVENUE
OFFICIAL RECEIPT e PENNSYLVANIA INHERITANCE AND ESTATE TAX
~J.I~9...
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IlV.lItll1,.,"1
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
D
RECEIVED fROM,
101
.c:v, lu.:s.qq
8TONE CHARLES H
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
ESTATE INfORMATION'
~ fiLE NUMBER
Y e 1_199:5-09:58
~ NAME Of DECEDENT (LAST)
1:1 HOFF ROS I E S
II DATE Of PAYMENT
L1 POSTMAR E
COUNTY ()O-IOOJD
CUMBERLAND
DATE Of DEATH
SSN IbO-lb-417:5
(FIRST) (MI)
fa TOTAL AMOUNT PAID
REMARKS
RICHARD D SHAFFER
SEAL
CHECK" e3b
REGISTER OF WILLS
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REV-1547 EX AFP (12-951*
COH..oNWU,l tit or P(NHSVl VANIA
otPUlHENI or A[VfNU[
BUREAU OF INDIVIDUAL Tun .
PEP'" zeoftOI
ttARAISIURG, PA 11118.0601
ESTATE OF HOFF RO'S't
DATE OF DEATH 03-23-95
ACN 101
NOTICE OF INHERITAHCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
of DEDUCTIONS AND ASSESSHENT of TAX
DATE 04-15-96
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION of THIS FoRH WITH YOUR TAX
PAYHENT TO THE REDISTER of WILLS. HAKE CHEr.K PAYABLE TO "REDISTeR of WILLS. ADEHT"
REMIT PAYMENT TO:
CHARLES H STONE ESQ
414 BRIDGE ST
NEW CUMBERLAND PA 17070
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount R...1tt.d
CUT ALONG TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiv:isW-Eif"AFP-nZ:9sY-ilii'ficniF--iNHERii'ANCE-YAX-APjiiiAiSEHEilr-.--ALLOWANCE-iili------------- ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFF ROSIE S FILE NO. 21 95-0958 ACN 101 DATE 04-15-96
TAX RETURN WAS, I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real E.t.t. (Schedule A) 11)
2. stock. and Bonda (Schedule 8) (2)
3. Clo..1~ Held stock/Partnership Int.r..t (Schedule C) (3)
4. Hartg.g../Not.. Recelvabl. (Schedule DJ (4)
S. Calh/Dank DepoaUa'Hhc. Peraonal Property (Schedule EJ (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfer. (Schedule OJ (7)
8. Total A...t.
I CHANDED
.00
.00
.00
.00
.00
139.026.57
.00
leI
139.026 . 57
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,000.00
9. Funaral EKpensa./AdM. Cost./Hi.c. EKpen.e. ISchedule H) 19)
10. Dabt./Mortgage Liabilities/Uen. (Schadule 11 ClO) .00
11. Tot.l Deductions Ill)
12. Het Value of Tax Raturn (12)
IS. Charitable/Govern.antal Baqua.t. (Schadula J) (15)
14. Hat Value of Edate Subjact to Tax 1141
NOTEI If an eeeesement was issued previously, lines 14. 15 and/or 16. 17 and 18
reflect figuras that include the totel of ALL returns assassad to date.
ASSESSMENT OF TAXI
15. Anaunt of Lin. 14 .t Spous.l rat.
16. Anount of Lina 14 taxabl. at Linaal/CI... A r.ta
17. A.ount of Lina 14 taxabl. .t Collateral/CIa.. B rata
18. Principal Tax Due
1 nno nn
138.026.57
.00
138.026.57
will
1151
116J
1171
. DO
. DO
138.026.57
K .00.
X .06.
X .15.
llBI
.00
.00
20.703.99
20.703.99
TAX CREDITS:
PAYHENT
DATE
12-22-95
DISCOUNT I"
INTEREST 1-)
.00
AHOUNT PAID
20,703.99
RECEIPT
NUHBER
AA082436
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
20.703.99
.00
.00
.00
. IF PAID AfTER DATE INDICATED. SEE REVERSE
FOR CALCULATION of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REfLECTED AS A "CREDIT" ICR J, yOU HAY BE DUE
A REFUND. SEE REVERSE SIDE Of INSTRUCTIONS. I
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RESERVATIONI E...t.. Df decedent, dying on or b.for. Dlc..b't II, .," .. .. anv future In'.r..' In thl ,,'st. I. tren,'.rt.d
In po.....lon or ~Joy.ent to el... . leola_t.,all beneflcl.rl.. of thl dlc.dent ,'t,r t~ ..plrtllon 0' eny I...t. for
11'. or 'ar y..r., thl Co..onw..lth heteby ..pr"lly r...rv.. thl rlaht to eppr.... end ...... tten,'" Inheritance ,....
.t t~ laMful el... . tealJ,'.rel) t.t. on any such future In..,..t.
PUR.... Of
NOTICE. To fulfill thl ,.....,....." of S.ctlon '."0 of tM Inhtirltanc. and ht,t, T.. Act, Act U of .991. 11 P.S.
Section ZIU.
PAYHE:NTt
Dlt.ch t~ top portion of thl. Hotlcl and .~lt with your p.y.ent to the Rlgllt" of Willi printed on the r.v.,.. .Ide.
uN". check or 1IOf"-., order plrMst, tal REGISTER OF MILLS, AGENT
All p,.,Hnh r.ulv'" "'11 flr.t b. ItPPIlIld to M" lnt.r..t which ..., " dull with ....., r...lnd.r ItPPlled to tM hll,
A[FUHD CCA), \ r.fund of . t.. cr.dlt, which w.. not r.qu..t.d on the T.. A.turn, ..., " r.qu..t.d by cu.pl.tlng .... "Appllc.tlon
far hfund of P.,...1Iylv....l. InfMrlt."u IW1d Elt.t. h." tREy-nU'. Appllutlon. .r. IVlllebl1 It thlOfflcl
of tM A.al.t.r of Willi, ."., of th. lJ Aav.nu. DI.trlct Offlc.., or b., cllllno the .p.cl.1 Z~-hoUr
"',w.rlng ..rvlc. nueb.r. far fora. ard.rlngl In penn..,lv"'la l-IOO-J6Z-Z0S0, out.ld. Pann,ylv."la end
within loc.1 H.rrhbura .r.a (717. 787-8094, 1001 (71n nz-zzsz W..rlng hap.lrad Only).
OIJECTIDHSI Any p.rt., In tnt.r..t not .atl.fllld with the appr.I,.-.nt, allowanc. or dl,allowanc. of d.ductlon., or .,.....-nt
of t.. (InclUding dl.count or Int.r..t) .. Ihown on thl. Hatlc. .u.t obJ.ct within .I.ty t60) day. of r.c.lpt of
thlt Hotlc. bYI
-..,rltt.n prat..t to tht PA D.p.rt..nt of A.v.nu., Board of App..h, D.pt. Z110n, tlurhburg, PA 11UI-lOll, OR
--.,l.ctlan to have the ..tt.r d.t.raln.d .t audit of the account of thl p.rlon.l r.pr...nt.tlv., OR
-.app..1 to the Orphan.' Court.
ADHIH
ISIAATlV[
COARECTIONSI
Factu.1 .rrar. dl.cov.r.d on thl. .......ant .hould bt addr....d In .,rltlng tal PA D.p.rt..nt of A.venu.,
lur.., of JndlvlcN.1 h..., A"HI Po.t A.......nt A.vl.w Unit, D.pt. 210601, tlarrhburo. PA 11121.0601
Phont (717) 117-6505. S.. p.g. J of the baokl.t "In.tructlon. far Inh.rltancl I.. R.turn far a A..ld.nt
Dse.dent" tAEY-lS01, far en .~planltlon of adalnl.tratJvll., corrlct.ble arror..
DISCOUNTl
If eny t.. due I. paid wJthln thraa (1. c.land.r ~th. .ft.r 'h. d.c.dant'. d..th, a 'Iv. p.rcent 15~' dl.count of
tM t.. paid It allowed.
INTERUTl
Int.r..t I. ch.rglld b.glnntng with flr.t d.y a' d.llnquency, or nln. C., ~th. and ona (IJ d.y 'roa the data of
da.th, tD the data of p.y.ant. T.... which bac... d.llnquant b.for. Janu.ry 1, 191Z b..r Int.r..t .t tM r.ta of
.1. C6~) p.rcant p.r ~ c.lculatlld at a d.lly r.ta of .00016~. All t.... which baea.. d.llnquant on ~ .ft.r
Janu.ry I, 19.1 will ba.r Intar..t .t a rat. which will var., fro. cal'ndar y.ar to cal.ndar y.ar with Ihat r.ta
announclld by Ih. PA D.parlaant of Aav~, Iha appllcabl. Intar..t rat.. 'or 19aZ through 1996 .r'l
Vaar Intarut Aala Dally Inl.rul raetar V.ar Inta".t Aala Dally Int.,...t Factor
19n 20' ,OO05~' 1987 .. .000l"'7
1985 ,.. .oooue IlJla-I991 It;( .000101
1914 1I~ .000101 1'91 .. .000Z~1
19as U:c .OOO1!a6 llJ91-1'~ 1X .000191
"16 'a. .ooaz,~ 1'*9S.I,U .. .000Z47
--lnt.r..1 It cah:ulatad .. 'allawlI
I"TEREST . BALA"CE OF TAX U"PAID X "UNBER OF DAYS DELI"QUE"T X DAILY I"TEREST FACTOR
--Any Notlca Issued aft.r the ta. b.ea... d.llnquent will ra'lact an Inlara.t calculation 10 flftaan CIS' day.
bayond the data of the ........nt. If pay.ant I. .ada ..tar Ihe Int.r..t co.pul.tlon d.'. Ihawn an the
Notle.. addltlon.1 Int.,...t au.t b. celculatad.