HomeMy WebLinkAbout96-00039
,:-,';\t.:
,"".'1
;',..
'-!,:'
....
..
J'
, < ~ ~~'.-j
"
. " ~
"
'.'".
',J
.';,
'.
,
,
.'
.'.
'..
,j
.,.':!~:' '!. ;.-::;;
PETITION FOR GRANT 01<' LETTERS OF ADMINISTRATION
Eslale of SnrA n R""rl"r
also known as
No. 21-96- 39
To:
Register of Wills fo'the
County of Cumberland In the
Commonwcalth of Pennsylvania
Deceased.
Social Security No. 171-10-4 I 70
The petition of the unde,slgned respectfully rep,esents that:
Your petitione,(s), who is/are 18 years of age or olde" appl ieA
for letters of administration
on the estate of
(d.b.n.j pendente Iitej durante absenllai duranle minorllale)
the above decedent.
Oecendent was domiciled at death in Cumberland County, Pennsylvania. with
her last family or principal residence at 3605 March Dr.. Camp Hill Borough
(list SUetl, number and municipality)
Decendent, then 77 yea,s of age, died November 24.
at Leader NursinR Home
.19 q~
Oecendent at death owned p,operty with estimated values as folllows:
(If domiciled in Pa.) All personal property
(If not domiciled in.Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Pe,sonal property in County
Value of real estate in pennsylvania
situated as follows:
p-O,OOO
S
S
S
Petitioner_ after a proper search hall..- ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
Ann Har er
dau e
THEREFORE, petitioner(s) respectfully ,equest(s) the grant of letters of administration in the
approp,iate form to the undersigned.
i
1l~ ~'7?/..b~"'.J--.."..-
'" g James M. Reeder
'a.g
lj.- 125 Clouser ROAd
':;'~
ll'~ Mechanicsburll' PA 170~~
(0 717-766-8158
Iii
.'
l
OATH 01" PERSONAL REPRESENTATIVE
COMMONWI<:AI.TH 01<' PI<:NNSYLV ANIA
COUNTY 01<' <:\Imborlnnd
} S8
",/' '-,
Thc 1ICIIlIoIIC'(') abovc'lIarncd .wca'(I) or arnrm(s) that the
.talcrncllt.ln Ihc furc.olll' 1ICllll0n arc true and correct tD the best
of Ihc knowlrd.c and bclld of IICtlllone,(s) and that as personal
ICJlIc.clllallvc(.)of Ihc ahovc decedcnt 1IC11l10ner(s) will well and
troly adrnllll.lc'lhc c.latc accord In. 10 law.
0"
SWO'" III or amllned and
bdo,c rnc Ihh --5th
.1~U~~IY
'11.10. u
Il,).. I}k:'~),f';l.,
subsc,lbed
day of
19..2..6-
r '7':~M-?/.~" e'~
i James M. Reeder
l
Rcglslcr
No. 21-96- 39
Estate of
, DeceaSed
Sara D. Reeder
GRANT OF LETTERS OF ADMINISTRATION
AND NOW Januarv 18 19~, In cDnslderation of the petition on
the revcrse side hereof, satlsfaclory proof having bcen presented before me,
IT IS DECREED that James M. Reeder
11M' entitled to Lellers of Administration, and In accord with such finding, Lellers of Administration
arc he,eby .ranted to
James M. Reeder
In Ihe eltale of Sara D. Reeder
FEES
Lellcra Df Administration ..... S 80. 00
ShDrt Certlficates( 3) . . . . . . . . " S 9 . 00
Renunciation ................ S c; . 00
JCP S 5.00
TOTAL_S 99_00
Flied .. ..JANUARY .18... A.D. 19---9..6-
night & Hughes
mes D. Hu e
ATTORNEY (Sup. Ct. I.D. No.)
60 West Pomfret St.
CnrliR1Pr PA 17011
ADDRESS
717-249-2353
PHONE
,,) .'
-:;0
J
i
Vi
This is to certify thac till' inform.nion hl'rc ~i\"l'1l is (llrrnd)' fllpit.d from oIll Ilri;.:in.d n'uifir.ltc of dl'Jlh duly filed with me as
Local Registrar. The origin..1 (crlifkall' will Ill.: fllrwardl'tllO thl' Sr.lIl' Vit,ll Hnords OHifl' for pt'rm;lItl'11I filin~,
WARNING: It II Illegal tD duplicate this CDPy by phDtDltat or phDlograph.
21-96-39
Fcc (or this (.nilkate, S2.IKI
3204368
No.
'f...~I~(J. " . (!.(.b ~lt.ui!{
ulla) fl. jmar 'o-i!
~~~/9'1j
Date
MI...........,
COMMONWEALTH OF PENNlYLVANI.V OEPARTMENT 0' HlALTH . VITAL RECOf\OS
pERTIFIC"TE OF OE"TH
",....u ......
....
....
~~
PllnnfllV'VJllntJII
,
sara
,...1.
...
....,....c-lI
Cheahr ...-0
,PA
,....CI...~..._...~
171
...
Nov..b.r 24. 1995
10 -~170
--...........-
_0 ...0
=-1lI _0
s::.,.o
Id I
.
u.......KlII:at
'-to... II
3600 March Dr1v.
. Ca. Hill PA 17011
. Micha.l J. LaYin
"'"
-
-...
u.-
,..
. Mar
-
--
199~ ~. r...oulat. H.art c..,t, ~L1n.ood, PA 19061
'ra Fun.ral Hoa.
-..w IDe-O .............0
0.-0 ...... -.
n.
..
...:..-r..,.......--.IIlI-.................
.
-...
--
-..
-
...
-
....
-- ,,4) ::..~.::'
....--
Ellea Uurtau h
-
..
...... .c.-w,.
--
...0
..iii
.
..-. .-.-...__.........0...._.............._...........-......................___
LM..._........... =:.:=
7.....
. c. '.- J
.
C
.. .
... . ""
1M
- iii -- 0
...- 0 --" 0
..0 ..0 - 0 c................ 0
. ...~...~::.=:=n't
,..
..
.....
,..0...0
. * ,
.........#Il-.MIlo...~....
*-
-
o~~,.. ..,.4_...............................~..._........-...II
f...NIiI....--........__.....--....._.._..... . ...........................
os -NCICPTl1'nl111PMY11C1oW...--.............IJI.........._..~
,.........................-..-...........................--.....--...... ......
.MIDlOIi.-"--T~ a....
0Il...........--..,.,....................... __ -.. "... _................................
_.~. ....................,.
..
I~., o..lllo"lI
..
-
...,
..
..
o
n
v\
I
.
'"
'J
, .
(I: ~. -. -'
ijt)
,<' . 'i.~,~ii
,:>,..:.:fZ':
. . ....; ~.-."
;0'
. ----..--....-..--
.-....
._,~_._-,..
H.' ...,~_..n",-,--'," "
I
COMMONWIALTH Oil ..NNSYLYANIA L
COUNTY Oil CUM...LAND J
III
JAIlES K. JlDDER
b.lng duly IIVOrn .ccordlng 10 low, dopo... ond ..y. Ihot ho :IR thA
Adaf.nlstrator of Ih. Eslolo of Sara D. Reeder'
1.1. of ___"...!<lI.IIP.~JJ_JIo.rQu&h___ "_'_'0__ , Cumborl.nd County, P.., d.c....d .nd Ihot the
wllhln I. .n Invenlory m.do by hi.. _, tho ..Id '''-ini a....a..n..
of Ih. .ntlr. .st.lo of ..Id docod.nt, con.lstlng of .11 Iho porsonol pro"drty .nd r..1 estel., except r..1 est.le outsld.
the Commonw..llh of Penn.ylv.nl., end Ihel Ih. flgur.. oppo.lte uch Item of Ihe Invenlory repr..enl It'. felr v.lu.
II of lhe dala of decadonl'. d..lh.
Sworn
and .ub.cribod boforo mo,
;f~~~
125 Clouser Road
Mechanicaburg, PA 17055
NOI ri.' Spol
Jacquer.ne L Drawbaugh, Notary Public
Car1lsle Bora, Cumboriand County
My CCxM1lasIon ExpIrosAug. 14. 1999
....... A...-4I....L...1:.. .. .cI.-...
Dal. of D..lh 24
Day
Add,...
Novl'1llher
Month
1995
Vu,
INSTRUCTIONS
J. An Invonlory must bo fIIod within Ihroo monlhs after appolnlmonl of porsonal roprelOnlallve.
2. A .upplemonl Invonlory mu.I ba fIIod withIn Ihirty day. of di.covory of additional a..oh.
3. Additional .hoots may bo attachod .. 10 porsonally or rully
4. Sea Article IV, Flduclarl.. Act of /949.
~ ..,;
w i II
w
~ S !:l II
e II
'" Do ~ U II
0 II
I e w l3 c ... ,..
:c a: ~ II II
Do U. .; Do E
'" Z t- -' 0
I u. -' ~ 0 . ~ Do ~
... W 0 <( l:l i-
N > Z a:
~ c:
Z 0 c "
'" z J 0
0 a: 0
Z w <( ...
Do ...
c:
..
... ~
0 II
A ... oW
II E
- II 0
.. " it 0
-' 0 CD
:r
Inventory of the real and peraonal eat ate of
SARA D. REEDER
deceased
890 share8 of C~ 8tock in Oryx Energy, cusip '75068763FI0; trBding 13.00
890 8hare8 of c~n 8tock in Sun Co. Inc., cU8ip '866815103; trading 28.88
BC/BS rBfund
$11,570 00
$25,703 20
$154 75
LeBder Nur8ing & Rehabilitation Center, refund
Sun Co. Inc., dividend recorded 11/10/95, payable 12/08/95
$3,009 01
$222 50
po ~
3~
cr=i-'
~ ''') ~
,., .,
..J i'"
0.-.' -
.J -
~,../
.'
: n "'tl
0 N
~!i w sa.
VI
D
E
C
E
D
~
T
1"'-: 7 f? (-
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNTYCOOE
DECEDENT'S NAME lLAST. fiRST. AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRES9
Reeder Sara D. 3605 March Drive
SOOALSECURITYNU...SER OATEOFDE.TH O.TEOFSIRTH Camp Hill, PA 17011
171.10.4170 11/24/l995 07/05/1918
,"
REV. 1100 EX , (7...,
FILE NUMBER
'OR OATES 0' DEAtH AfTER 12"1"1 CHECK HERE
" A SPOUSAL
r
CAB
n~
C R C
K 0 K
P S
co...~pm~~wl,":Hv't\".\'~.NI.
HARRlsR8~~,~\lI'0601
Coul Cumber land
~P APPLICABLE) SURVIVlNO SPOUSE" NAME IL'ST,F1RST AND ...,DDLE INITIAL' SOCIAl SECURITYNU"'SER
21.96.39
Y[AR
HUMBER
2. Supplemental ROlurn
4L Future Interest Compromise
(lor dates 01 dulh after 12-12.82)
o e. Olcedlnt Died Tlstatl 0 7. Decldlnt Maintained a Living Trust
(Attach co 01 Will) (Attach a co 01 Trust!
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
AMOUNT AECEIVEDtSEE INSTRUCTlO"S)
0.00
Romalnder ROlum
(lor dales 01 dlalh prior to 12-13.82)
Flderal Estatl Tax Rltum Rlqulrld
Total Number 01 Sale Doposlt Bons
X 1. Original Rlturn
4. Llmitld Extale
05.
o e.
CO...PLETE .....LlNG AODRESS
IRIIIN, McKNIGHT & HUGHES
60 lIest Pomfret Street
Carlisle PA 17013
~
C
A
P
I
T
U
L
~
I
o
N
one
37,273.20
None
None
3,386.26
16,637.81
None
C P
o 0 N""'E
R N
R D James D. Hu hes
~ ~ TELEPHONE NU"'SER
- T 717.249.2353
1. Roal Estato (Schedulo Al 1
2. Slocks and Bonds (Schodulo e) (2)
3. Closlly Hold StocklPartnlrshlp Interest (Schedule C) (3)
4. Mortgages .nd NallS Recelvabll (Schedule Dl (4)
5. Cash, Bank Doposits & Miscolianoous Porsonal Proplrty (Sch. E) (5)
e. Jointly Ownld Proparty (Schedule F) (6)
7. Transflrs (Schedulo G) (Schedull Ll (7)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses. Adminisualive Costs. MisceUaneous
Expenses (Schedulo H)
10. Dlbts, Mortgagl LiabllitJlS, L1lns (Schodulo Il
11. Total Deductions (total Lines 9 & 10)
12. Nit V.luo 01 Estato (Lino 8 minus Line 11)
13. Cherllable.nd Gov"nmantal BoqulSts (Schedulo J)
14. N.l Valuo Sub ct to TIX (L1nl 12 minus L1na 13)
15. Spousal Transfors (lor dales 01 dlalh after 6.30.94)
Sle Instructions lor Appllcablo Percontage on pago 2.
(Include valuls Irom Schedull K or Schedull M.)
18. Amount 01 Line 14 taxabll at 6% rata
(lncludo valulS from Schedulo K or Schadulo M.)
17. Amount 01 Line 14 taxabll at 15% ralo
(Includo valuls Irom Schodulo K or Schedulo M.l
18. Principal tax duo (Add tax Irom Llnl 15. 160nd 17.)
19.CreditslSp POVlrty Prior Payments Discount Inl"est
0.00. 1,800.00 . 94.74 0.00
20, II Line 19 Is grOller than L1no 18. enter tho difference on Line 20. ThIs Is lhl OVERPAYMENT.
~ 0 Icheck here II you are requullng a relund 01 your overpayment.1
21. II LIne 18 Is greater than Llno 19, onler lhl differlnce on Llno 21. ThIs Is tho TAX DUE.
A.. Enler tho int""St on thl balance duo on Line 21A.
B. Enter tho total 01 Llno 21 and 21A on Llnl 21B. This Is tho BALANCE DUE.
Make Check Po able 10: Re Istlr 01 Willi, A enl , .
.. . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH . .
nd., pena It. a per ury. GKlartlh.11 hl..,e eJllml I .relurn, nclud ng .rcompany ng It eland It.llmentl,' 10 Iht bello my now .a"e and Ut, 1111 trut,
contel and tompltlt. dlCllre thai all ,..1 nl.t. hll been 'ltpClflld al Irw marktl ..,.Iut. DtewaUon 01 prepartr olhtr INn Ih. ptfIOI'IIl ,.pr...nUllvt II bllId an alllnlOtfRlUan 01
which prtp&rtr Nlln( knowlld"t.
SIGNATURE F PERSON
J'
,
(9)
lO,557.10
(10)
2,149.l3
(15)
0.00 X
(16)
44 ,591.04 X .06 =
T
~
(17)
0.00X.15=
C
o
M
C
T
A
T
I
o
N
(8)
(11)
(12)
(13)
(14)
=
(18)
(19)
(20)
(21)
(211.)
(21B)
James M. Reeder
125 Clouser Road
ii,;chi.iiicstiur' ....PA...i 7i:iss........... -...........
lRlIlN, McKNIGHT & HUGHES
60 lIest Pomfret Street
Carii.sie...PA...i7o.ij.................................
57,297.27
12,706.23
44 ,591.04
None
44 591.04
0.00
2,675.46
0.00
2,675.46
l,894.74
0.00
780.73
0.00
780.73
DATE
oC//;//16
O'TE
4111 h(,
Form 1500 (ROY. 7'''1
.
"
Act 1/48 of 1994 provides for the reduction 01 the tax rates Imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
e3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
e2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
e1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
.Spousaltransfers occurring on or aftef 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
1. Did docodent make 0 transfer and:
YES NO
x
.. retain the use or Income 01 the property transferred.. . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . , . . . .
x
b. retain the right to designate who shall uso tho property transferred or Its Income, . . . . . . . . . . . . . . . . . . . . .
x
Co retalnareverslonarylnterest:or. . . .. . . . . . . . . . . .. . ,. . . . . . . . . . . . , . . . . . . , . , , . . . .
x
d. recoive tho promise lor IWe 01 oither payments, benerllsorcare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Z. II doath occurred on or bolore December 12, 1982, did decedent within two yea.. preceding death
transf.r property without receiving adequate consideration? If death occurred aft., December 12.
1982. did decod.nt transfer proporty wllhln ono year 01 death without receiving adequata
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
3. Did docedOnl own an'n trustfor' bank account at his or her 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.
~ 'S~
- ~
0<11 N 0
'l)= 0- t: J
,5
-'_.~ .":)
65 - c
- . ::;
'0 .. ~ ..
U lu o.Q
ot: c. n;
\,.....
8ld' ~.o
ma: ~ ~E
a: u8
Capy'~hl (c) '"4 form IOftw.rt onty CPSylllml, Inc.
, ~-,~:
t1
'.:'-'
~\'-"
iti'::'-
ftlY. 1101 III . (11.11'
SCHEDULE P
JOINTLY-OWNED PROPERTY
CO....~g,wN'ANIA
ISTATI OF
Sara D. Reeder SS# 171.10.4l70
11/24/l995
FILl NUMBER
2l.96.39
Jolnllenent(.),
A.
NAME
James M. Reeder
ADDRESS RELATIONSHIP TO DECEDENT
125 Clouser Road aon
Mechanicsburg, PA 17055
B.
C.
Jolnll)'-owned property:
ITEM LETTER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OF FROPERTY
NUMBER JOINT OF ASSET % INT. PECEDENTINTEREST
TENANT JOINT
1 A 02/1993 $10,000 United States Serie 5,632.00 50.00X 2,816.00
EE Savings Bond issued
February 17, 1993, serial
~X2401115EE
2 A 02/1993 $10,000 United States Serie 5,632.00 50.00X 2,Sl6.00
EE Savings Bond, issued
February 17, 1993, serial
flX24011l6EE
3 A 03/l9S5 ~embers First Federal Credi 3,05S.22 50.00X l,529.11
~nion, share savings accoun
14195l.00 (confirmation
attached)
4 A 03/1985 ~embers First Federal Credi l,916.62 50.00X 958.3l
~nion, checking account
141951.l1 (confirmation
attached)
5 A 11/1985 ~embers First Federal Credi 17,036.78 50.00X 8,518.39
~nion. investment savings
account fl4l95l.05
(confirmation attached)
TOTAL (Also Inlor on line 6, RlcaDilldatJon) l6.637.8l
-.
(If more spacI Is neodld, Insln add~lOnal shoots 01 same slzo.)
Copyl~hl (e) 1"4 'o",,,oftWItO on/y CPSys'....,'nc.
Form 1500 Sehodulo F (Rev. II.BI)
RIY. IIIJ IX + 1J"1I
SCHEDULE J
BENEFICIARIES
CO".~gMhYINIA
ISTAT. O~
Sara D. Raeder
ITEM
NUMBER
ITEM
NUMBER
~ILI NUMalR
2l.96.39
SS 171.10.4170 11 24 1995
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. Ta..bl. BequlllS:
James M. Reeder
l25 Clouser Road
Mechanicsburg, PA 17055
son
one-half
2
dsughter
one-half
Sara Ann Harper
2238 Evening Star
Las Cruces, NM aaOl1
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitlble and Governmental B.quam:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enlor on line 13. Reel itutallonl
(If mora spica Is needed, InSln .dd~lonal shoals 01 same size.)
Copyright (e) 1114 form software ~ CPSystemt.lnr:.
s
Form 1500 S<hod... J (A..,. 2.111
0.00
,
\
"""",~.~__,_ ,.,......,.....~-"i...;,-!i<...'-~.. ,~~""'~.....~__.
.
ZOO'd
SGS9 'ON XU/XJ.
!il: II 96/90/~O
:!:O'd "".I;l.l.OJ.
:lI~g:Z:R:f SYSftM IN OPEIU.:r:I:Ctt -
l.CCAT:Z:Olll 001 CUS:;:?, 7SC
~~T JUl:EDER-Sl\MtlOOOO
:rUNe. II
'PD'I''''~ .fflNllU"-DO:R.
..:!}IRA !) JUl:EDBR
-:ni'tm' JIAR.CH U~
CAMP RI~ PA 17011-5014
NAME LJ:NES:
PL~ASE !1r.!R ~QUES= .tQSCRIN~' 04/ca/1~96
68'6JF~C !:IQ CD: ::;Q 7.%:: '=. ~':..::.~
CT-.
SOC. SEC. NO. ~21074208 :)
SSUC C%P.'rI1ISO; "i ~ ...............
SP~~ !~: ~-!!o.ocoo J
COWJ1:-p.su !A!.: . 0000
BOOK BlILANC::: , .DDuC
PR01.~ ?.:!C !A!.s e9C.OOCC
STOCR REO ~, .COOO
CJ\SH REC !lJ\l.. .0000
CASH OIV ~ST: .OC
CIISH DIV UNCL' .00
~
-
:!P CODE
020 O:ODlt
STATE CODE
17011 5014
1J\I lIllD!lSS8 K!:Y . MR606C
COUNTRY C002.
HOMS TELEPHOm: II , BIRT!!DA~ 0(\ / 1)0 I 0000
lIOU '!:l!:Ll!PHCm: -. ~ SYMBOL, OR:t
1:'... Tli:LBPSOIlE " HKT D"Tl:. o,;,'c4/~1;6
.....
?ta.'I 1'7IR'l'J:CIPANT N PLiUI I:l. tLU:': ?RICS: 14.!OO
N'JOO I 0 AOH . 1U'0 . im:V:;:QUS ACOT AE"i1
I':l\SH I Y SOCI;u. . F NAIL I Y
STOCK . '! TI\.lC: . N ADDR . G OPEN OIUE Ol"ll/1~5S
PROXY Y VIP , N STOP . !l LAST ACTIVITl! D'l' 03/n/1996
eO!I!' l\DO:!'l'IOtlAL ADOP~SSt !I
Membersl.
FED E I{ ALe J{ ED I TUN ION
SHARE SAVINGS ACCOUNT: 1 2
Account Number/Suffix 41951 -00 N/A
Date Opened 3-11-85
Principal Balance at Date of Death $3.051.60
Accrued Interest to Date of Death $6.62
Name of Joint Owner. if any James H. Reeder
Date Joint Ownership Created 3-11-85
CHECKING ACCOUNT:
Account Number/Suffix 41951 -11 N/A
Date Opened 3-11-85
Principal Balance at Date of Death $1.910.93
Accrued Interest to Date of Death $5.69
Name of Joint Owner. if any James M. Reeder
Date Joint Ownership Created 3-11-85
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 41951 -05 N/A
Date Opened 11-1-85
Principal Balance at Date of Death $16,993.57
Accrued Interest to Date of Death $43.21
Name of Joint Owner. if any James M. Reeder
Date Joint Ownership Created 11-1-85
INDIVIDUAL RETIREMENT ACCOUNT:
Account Number/Suffix N/A N/A
Date Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Name of Beneficiary I
Estate of SARA D. REEDER
Date of Death 11-24-95
Social Security No. 171-10-4170
12-29-95
Date
Ins. Claims Administrator
Title
5275 East Trindle Road · I'.O,llox 40 · Meehanieshurg. Pennsylvania 17055 e (717) 697.1161
.\,
~wi~IRillDJ_WJQ.1I'~
'~r~\i\'l1ll!l1!JiIT"c.'<lI~
. .., .............-...
171 10 4170
IMfllll" CI..... .. "....
"'OM IU'" ...,.
... .d'.i...,;.,.!I"o.lI"-"-
. .
r' ,
:=_~~,
;'02 !
1
1993,1'
t I.
.,.... .1
o REEDER ,"'-""i I. "J~.~'TE .~" '.
MAI\CH DRIVe,,'.., F.RDPHl'Lr ..
HILL ,L" ,.-0.' PA l7Dll FISC AGT US'.';
1 . ,..""'........ ~-.;"
;,/,:~, FEll 17199]: r
.~..:' . .
,,' '.. .~<:: . _ :u":.~_- . I, ..........." " .}
{;:,' OR! ,JAMES ~REEDE.R I '::6'.~c,' ':.. .. " '...... .../:':
. .'., .__ X-O-0~Z-4 1-115-EE, . .,.... ..,d.
. B930'i71JOI0Z5 . 007'>181138 .-A"M~', .... " ,. .;..:
,,: ~.:..~~---'-U! J.~_~.'._'_ --':;t;\,~.-J l~l':'J-'-J..I. .X2lfOlllSEE;
l:ijOOO~OOO'?;':o'~ Boooo'2'i:O ~ ~ ~ 511' .. ,. 7?h
,." SARA
3605
CAMP
,".
'W.m:w.m!!~~~OO'~\lmn!~l '.':'SERIES EE~i
~",,,~..j~'!!,)1it!uT,,'n.si . . 'M'....' c...... 10 YCAIl, \i
t;:::. '110M l..ue DAn ...
l71 10 "iti'iin I~~': "'>:.~I.~.~L.:. ~993.*:.
. '"c in i.a :.1.0.-.... ,_~, . :' \ , :' >, ..O~.. _ ._'~ ..... .~(.'!:1.
SARA D REEDER rY.'~1 . .'I~:"~ .~~ss::~.~:~T~:.;~.~
3605 HARCH DRIV~f.:""". ....h..~. foR. 8 PH'II. ",:~
CAMP HILL ,::"=~IlJ.PA 17011 ,,'FIS'C:AGT'US',:,.','
~.v.. .' I ~I I . " ..:' "l:. _1.._......,.. ~~...lf
: ,::,.~::: ., '=".....,..;-~. .. 'f . l'o:\~,l FE:8 17. 1 <;93,:4
\;1 ~ .~ .. .. ;~r ~ . '-_ ...... .' : t- 1\i ., I 'At.... tf..~ t~.,
."'.'~..:'_-" ~~:c~~'. .n..........:~ . lJ-O ~;:-:~~ \" ." ,/...-?
~:';\"ORI.-:JAHcS ...~~~OEItI.,.~ "l' . '---w'~'f"':""": ./.~::1
." , , '. --_. X-O-illtQ2-401-1l6=EE' ~il\lj:..~ . -... . .d'
".-' i 89394i10010Ze ~ 9,.01", 18-83Ba 1i7"f;j~tIlU' J' ,..' . ~~J.
. ..,.j' ..~.:~::.:.:...i'.!.!. ...1.1.';(. .'.!'-_-=:~: '~"llue "X2lfOl11bEE-l
Rftti"<.;.-. . ............... I .........--., --" .' . " .
. ~~~..;~: :1:0000.,000 ?I:O~ In ~OOo 2...0 H U;Ii" .: ., ::'~.\~
,..
1
-
III
Ol
Ol
..
a:
Ul
lD
::l!
Ul
>
o
z
,
z
o
~
z
~
o
z
Ul
C
)0-
lD
lJ)
I-
Z
:)
o
::lE
<
Q
UI
Z
a:
<
UI
I-
lJ)
UI
a:
UI
I-
~
Q
Z
<I:
lJ)
Ul
::J
-I
<I:
>
Z
o
~
::l!
w
c
Ul
a:
,
Ul
W
l/l
Ul
i&
w
l/l
iii
c
z
o
lD
l/l
C)
Z
:>
<
l/l
ui
::i
n 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8
N ~ to N :8 ..; ~ ~ ci to N N <Xi .. ~ g 0 g to N &! :8 ~ ~ .. 0 g N N 8 g
M M III al .. I/l " l!l 0 N al ~ ':J N :J. &l &l
8. ~ .. ~ .. .. ~ N N N M M M M M ., ., .. ., I/l I/l al Ol
r---
0 8 8 8 8 8 8 8 8 8 8 g 0 8 S 8 8 88 8 8 8 8 8 8 8 8 8 8 8 8 8
.. H 0
.. N ci to N :8 <Xi g ~ ci :R N N <Xi .. .. g oeD to N N :8 cO g .. 0 g N N 8 to
M N M III al .. " Ol 0 N ., com ~ M I/l co N :J. &l &l 01
IP ~ .. ~ .. ~ ~ N N N N N M M M M MM ., ., ., .. ., I/l I/l I/l co 01
on on on on on on on on on on on on on on on on Ll'illi on on on on on on on on on on on on on
U g 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 S 8 8 8 a 8 8 8 8 8
to g :8 to ;t '3. N 0 ~ <Xi to ui oj, N N ci 0 <Xi ..; ui ui ~ ~ N N 0 ci to ui 8 <Xi
i~ CD " 0 ~ N M .. CD " al Ol '" 0 .. ~ I/l CD t;; al ~ .. Ol
0 .. ~ .. .. .. .. .. .. ~ .. ~ .. N N N '" N N M M .. ..
0
o. r---
I/l g 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 g 0 0 8 0 0 0 8
.. h 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
to 0 ..; ui .. .. N 0 ci <Xi ui ui .. N cO ci 0 <Xi <Xi to ui .. .. cO N 0 ci to to ci ..;
~~ CD CD CD " al a> g .. '" N M ;b I/l CD " al a> a> 0 ~ N M .. I/l CD " al ~ ~ 0 a>
~. I/l I/l I/l I/l III I/l CD CD CD CD CD CD CD CD CD CD " " " " " " ,.. " " al al a> a>
N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N
So ~ 0 g 0 0 0 0 0 8 g 0 0 0 0 0 8 8 $ ~ 00 0 0 0 0 8 0 0 0 a ~
0 '" al al .. 0 N N '" .... .. "l"! al al .. .... 0 N "l
~l M cO M on ui ..; ci ~ .. .,; ,..: oj 0 N ~ ui ..; ai .. ~~ to ..; g N oj, ui lZ &l 0 a>
.. .. .. .. .. .. N '" N N N M M M M M .... .. .... III I/l al a>
0
0 >--
o.
.. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
'" h N 0 CD '" al '" .. 0 0 CD '" N '" .... '<:" 0 0 CD "! '" N '" al ., .... 0 0 N '" 0 CD
M cO M .,; ui ..; 0 N .. .,; ,..: oj 0 N .. ui ..; ai .. M .,; cO ..; 0 N .. cO M M ci ai
.. .. ~ .. .. .. .. N N '" N N N M M M M M M .... ., .... ., .. I/l I/l I/l I/l CD CD al a>
~. c III I/l III I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l III I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l
..
n I~ 0 0 0 $ 0 0 0 a 0 0 0 0 0 0 0 0 0 0 0 0 g 0 0 0 ~ 8 0 0 $ 0 0
to CD 0 al .... .... N 0 al CD CD .... N N 0 0 al al "! .. .... N 0 "! 0 al
a. ui ui ui ,..: ..; oj 0 .. cO N M .. .,; ui ,..: cO oj ai ci .. ~ M .. .,; to ,..: cO .. -' ci ai
0 .. .. .. .. .. .. .. .. .. .. .. .. .. N '" '" N N N N '" M M .... ..
0 0 "
I/l ~ -
'" l~ D 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
:a CD 0 al CD .. .... '" C! 0 al CD CD .... '" N 0 0 '" al "! CD .. .. N '" 0 0 "! "! 0 '"
~ ui to ui ,..: ..; oj 0 .. cO N lZ ~ on cO ,..: cO oj ai ci ~ N M .. .,; cO ,..: cO .. .. ci ai
~.. I/l I/l I/l I/l I/l I/l CD CD CD CD CD CD CD CD CD CD " " t;; " " ,.. " ,.. " al '" 01 a>
Ii N N N N '" N '" N '" N N N N '" N '" N '" N '" N '" N '" N '" N N N N
Sa .. i'b 0 N ~ CD CD '" 0 0 '" ~ i'b CD '" al ~ g N N ~ .... CD CD al '" 0 0 i'b <b 0 N
0 .. ": t"l ,.. 0 .... al .. .. .. al Ol <'l 0 t"l ": 0 .. al "l C! "!
U Z N N N M M M .. .. .. .,; .,; .,; ui ui ui " ,.: ,..: al co ai ai Ol ci 0 ci .. N N CD 0>
0 .. .. .. .. .. .. .. ..
0 I-"-
.. ~!l ;b 0 N .. CD CD '" 0 0 N .. .. CD co al 0 0 N N .. .. CD CD co co 0 0 i'b .. 0 N
'" .. " 0 t"l ,.. 0 .. co .. .. al .. .. <Xl '" CD a> t"l CD 0 M ": C! ., <Xl "l CD 0 Ol
~;I N N N M M M .. .. .. .,; .,; .,; ui ui ui ,..: ,..: ,..: ..; cO oj oj Ol 0 0 ci .. N N ui oj
~.. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 .. .. .. .. .. .. .. ..
.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..
S" N 0 CD N '" co .... 0 0 CD N '" co ., ~ $ 0 CD CD N N co co .... .. 0 0 N N 8 CD
il <'l "! <'l "l "! IX! 0 N .... I/l ,.. Ol C! "l <Xl Ol .. t"l I/l CD '" 0 '" .... CD t"l t"l Ol
.. .. .. .. .. .. N N N N N cO M t"l M M M M .. oj .. .. .. .,; .,; .,; .,; ui ui cO oj
0
Cl ~
.. "!l N 0 CD N '" al .. 0 0 CD N '" co .. .. 0 0 CD CD N '" co co .... .. 0 0 N N 0 CD
'" <'l "! <'l "l "! IX! 0 '" .... I/l ,.. Ol 0 '" .... CD co Ol .. M I/l CD '" 0 N .. CD t"l M 0 '"
~~ .. .. .. .. .. .. N cO N cO N cO M M M M M M .. .. .. oj, .. .,; .,; .,; .,; ui ui <Xi oj
~.. I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l III I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l I/l
Sa Ol 0 N .... CD .. t"l I/l 0 N .... Ol .. !.1 co 0 I/l " '" .... Ol .. 10 co t"l I/l 0 .. .... 0 "
"! "! q "': "l "': "l "! IX! "! 0 .. M I/l ,.. '" en .. N t"l III CD ,.. Ol 0 N " ,.. 0 ....
U .. .. .. .. .. .. .. .. N N N N N N cO N M M M M M M M .. oj .. .. cO ,.:
I/l
" ~
'" "w Ol 0 '" <b CD .. M I/l 0 '" .... Ol .. M al 0 I/l ,.. '" .... Ol .. CD co t"l I/l 0 ., .... 0 ,..
2~ .. .. I/l " Ol 0 .. M .. I/l CD al en 0 N t"l .... 10 ,.. '" C! "': "l '" "1 ": '" N I/l 01
6.. ..; ..; cO ..; ..; cO oj ai oj ai oj oj oj oj 0 ci 0 ci 0 ci 0 .. .. .. .. .. .. N N M ..
~ M t"l t"l t"l M M t"l M M M t"l M t"l t"l .. .... ., .... ., .... ., .. .. .. .. ., .... .. .... ., ..
S" CD 0 al CD .. .. N 0 0 al CD CD .. N '" 0 0 co '" CD CD .... .. '" N 0 0 CD CD 0 co
i! "! "! "! ": IX! ell C! "': "! "! <'l "': "1 "! ": IX! ell en 0 .. N t"l .. I/l CD " co .. .. 0 en
.. .. .. .. .. .. .. .. .. .. .. ,..: cO N cO N N N N cO N M M .. ..
0
I/l ~
.. ~3 CD 0 al CD .. ., N 0 0 co CD CD ., N '" 0 0 al al CD CD .. .. '" N 0 0 CD CD 0 co
CD CD CD " co a> 0 .. N N t"l .. I/l CD " co Ol 01 0 .. '" t"l .. I/l CD " al .. .. 0 01
~. .,; .,; .,; .,; .,; .,; ui ui cO ui ui ui cO to cO to ui ui ,..: ,..: ,..: ,..: ,..: ,..: ,.: ,..: ,..; <Xi ..; ai oj
~. N N N N N '" N N N N '" N '" N '" N N N '" N N N N '" N N N N N N N
,; .ci ,; I~
Ul 0 0
z OJ z
wx u. ::;
:J.... :> 2 :> 2
UlZ .s .s
tIlo = =
-::; OJ >- " .ci c: U ,; -' ci ci> >- OJ >- .ci c: U ,; ci <i >- OJ >- :u c: u OJ c:
c :u c 0. :u u c 0. c
:> .. 0- OJ .. OJ 0 U OJ :> :; :> .. OJ .. OJ 0 '" :> :; :> .. .. OJ :> ..
-, ::; <( ::; u. -, 0 z 0 l/) <( -, -, ::; <( ::; LL -, 0 z 0 l/) <( -, -, ::; <( ::; -, 0 -, -,
wa; I/l N
:Jot .. M
UlW Ol a> '" Ol
!!!>- a> '" '" '"
.. .. .. ~
..
:i
Lt)2
Ol!;(
O)~
,...!!:
t-
a:ffi
WE!
mei
~~
Wa:
>~
00
zlii
Ul
=
I
RECEIVED fROM,
II POSTMARK MTE
COUNTY
--... - -..- ....
HUGHES JAMES 0
60 WEST POMFRET STREET
.
CARLISLE, PA 17013
SSN 171-10-4170
(fiRST) (MI)
D
CUMBERLAND
IlAT OfD
REMARKS
SEAL
IRWIN MCKNIGHT & HUGHES
CHECK" 10219
REGISTER OF WILLS
,
'.
-, .-- .--_. --- -- .-' - --. -- _.- - --
6
ACN
ASSESSMENT P:I
CONTROL ~
NUMBER
101
AMOUNT
_1,800.00
rcxOHflI_1
I
I
I
t
I
I
I
I
I
I
,
I
I:~. I
- CU.,, 1/,{) I
~ /
rJ ,!J;PJ ,1;(,/,f;t I
MAR V C. LE IS, Y . -
REGISTER OF WILLS I
I
,
~ TOTAL AMOUNT PAID
_1,800.00
DD
--- ----------- - -- - -- - - - -------- --"""'"
. 'l\ ~, ~.. . ~ ' .
.... ,'-.
1-':; l\
..
,-- _.
---
r -
.
. ,
.'
'" .';1
,
.
J
I.
'"
~
"
,
..~'jJ
-~
~- -.
v
I S- 7 r - fa
REV-1547 EX AFP 112-95*
C~Al'H or PlHHSYLVAHIA
DlPUfM[H' Of 1t(Y(NU[
lUltAU Of INDIVIDUAL TAXES
DlPT. lIua I
HARRIS'URa, Pi 11Ill.0,01
C- ...~
ACN 101
NOTICE OF INNERITANCE TAX
A~~RAISEHENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS AND ASSESSHEHT DF TAX
DATE 08-05-96
FILE NO.
DATE OF DEATH 11-24-95 CDUNTY CUMBERLAND
HOTEl TO INSURE ~RD~ER CREDIT TO YOUR ACCOUNT, SUBHIT TNE U~~ER ~ORTION OF TNIS FORH WITN YOUR TAX
~AYHENT TO TNE REGISTER OF WIllS. HAKE CHECK ~AYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
JAMES D HUGHES
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount R...itted
CUT ALONG THIS LINE .. RETAIN LOWER PORTIDN FOR YOUR RECORDS ~
iiE"v:iii;ii-EX-AFji-iiZ":9f;"j-NOYicEuOFuiNHEiiii'iitiCE-YAX-XPPRXisEiiENT-;-,U.LOiiANCE-iilimm_mmm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF REEDER SARA D FILE NO. 21 96-0039 ACN 101 DATE 08-05-96
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. "ount of line 14 at Spousal rat. (15.
16. "ount of Lin. 14 taxable .t Lin..I/Cla.1 A rat. (16)
17. A.aunt of Lina 14 taxable at Collat.ral/CI... 8 rat. (17)
la. Principal Tax Due
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN.BASED ON: ORIGINAL RETURN
1. Rod E.toto ISchodub Al III
2. stockl and Bondi (Schedule 8) (2)
3. Cloally Hald stock/Partnership Int.r..t (Schedule Cl (3)
4. "ortglg,a/Not.. Rlclivable (Schadul. D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
a. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H) (9)
10. Dobt./Hortoooo Llobl11tlo./Llon. ISchodulo II lID)
11. Total Deductions
12. Het Valua of TaK Raturn
13. Charitable/Govern.antal Bequests (Schedule J)
14. Het V.lue of Est.t. Subjact to Tax
NOTE:
TAX CREDITS:
PAYHENT
DATE
02-23-96
04-11-96
RECEIPT
HUlIBER
AA1l2546
AA1l2726
DISCOUNT 1+)
INTEREST I-I
94.74
.00
I CHANGED
.00
37.273.20
,00
.00
3.3B6.26
16.637.81
.00
IB)
57.297,27
10,557,10
2.149.13
Ill)
1121
1131
1141
1'.706 n
44.591.04
,00
44,591.04
.00 X .00.
44,591.04 X .06.
.00 X ,15.
1181
,00
2,675.46
.00
2,675.46
AHOUNT PAID
l,BOO.OO
780.73
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,675.47
.0ICR
,00
,OICR
. IF PAID AFTER DATE IHDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIDNAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1, 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 INSTRUCTIDNS.1
.. --....-.........--
-.
-'
....' :J
N
':'l
N
0-
lI"\
I
8
c::
~. .-(
::irL
.'
U (ll
cua.:
a:
'0
P'
..J
ru t:
-:::I
()()
RlSERYATJDHI E.t.t.. of deCedent. dvlnG on o~ befo~. Dec~r IZ, I'IZ -- If env futur. Int.r..t In the ..t.t. 1. tren.f.rred
In pol....lon or enjoyeent to CI... I (coll.t.r.l) ben.'lcl.rl.. of the d.c.dent .,t.r thl ..plr.tlon 0' en, ..t.t. for
11'. or 'or v..r., the C~.lth h.rabv ..pr...lv r...rv., the right to appr.l,. ~ ...... tren.f.r Inherltanc. T....
.t the law'ul Cl... I (coll.t.r.l) r.t. on en, .uch 'utur. Int.r..t.
PUIIl>OSE ...
MOTICEI To fulfill the r.qulr'lInt. 0' s.ctlon Z140 0' the Inh.rltanc. and E.t.t. T.. Ict, Act ZZ 0' 1991. 7Z P.S"
s.ctlon Zl41.
PA"~TI DetlCh the top portion of this Notlc. and .ubIIlt ..Ith ,our p'YIlant to the R.gl.t.r 0' wlU. prlntact on thll nv.r.. tide.
u"_. chKk or ....v order, pa,abl. tor REGISTER OF MILLS, AIJEHT
AU p.,.ants nc.lved shaU first be appll.d to an, Inter..t which uv b. due ..lth ...., r..alnder applied to the t...
AEfUHD (CA), A refund of . ta. crecUt, which .... not r~.t.d on the Ta. R.turn, .., b. nqua.tad b, coapl.tlnG an "Appllc.tlon
for R.,und of Pann.,lvanl. Inherltanc. ~ E.t.t. T.... fREV-lS1S). Appllc.tlon. .r. avallabl. at thll D'flc.
of the Ragl.t.r of Will., an, of the ZS R.v~ DI.trlct Df'lc.., or bv c.lllng thl .paclal Z'-hour
an.verlng ..rvlc. ~r' for for.. ord.rlnar In P.nn.,lvanl. l-aOO-S6Z-Z050, out,ld. Penn.,lvanl. and
within loc.l H.rrl.burl ar.a f717) 7a7-a094, TDD' ftl7) 77Z-ZZ5Z IH..rlng I.,alred Onlv).
OIJECTIDHSI Anv p.rt, In Int.r..t not ..tl.,lad with the .ppr.I....nt, .11owanc. or dl..llowanc. of deduction., or ......-.nt
of t.. (lncludlna dhcount or Int.r..t) II ahown on this Notlc. au.t obj.ct within .btv f60) daVl 0' rac.lpt of
thll Hotlc. b,1
.-wrlttan prot..t to the PA Dlp.rt..nt of R.v~, lo.rd 0' Appa.l., O.pt. ZIIOZI, H.rrl.burg, PA 17Iza-l0ZI, OR
u.lactlon to h.v. the ..U.r d.t.r.lned .t audit of the account of the Plnonsl rapr..ant.tlv., OR
--.".al to the Orphan.' Court.
AllItIN
ISTRATlVE
CORRECTIONS, Factu.1 .rror. dl.cov.red on thl. ......eant .hould be addr...ed In writing tal PA Dlpart.ant 0' R.venue,
. Bur.au of Individual T...., ATTHI Pa.t A......ant Ravl... unit, Dlpt. 2a0601, Harrl.burg, PA 17121-0601
Phone (717) 7a7-6505. Sea p.g. S of tha bookl.t "In.tructlon. for Inh.rltanc. Ta. R.turn 'or. R..ldent
Dac~t.. IREV-15Dl) 'or an ..planatlon of ldalnl.tr.tlv.lv corr.ctabl. .rror."
DISCDtIfTI
If an, tax due I, p.ld within thr.. (S) c.landar aonth. .ft.r thl d.c.dant'. d..th, . flv. Plrcant (SJ) dl.count of
the ta. p.ld I' allowed.
The 1St t.. lIMI.t, non-p.rtlclp.tlon penalt, h coaputed on thl tenal of the t.. and Int.rllt .......d, and not
paid bafor. Januar, la, 1996, thl flr.t d., .,t.r the and of the t.. sant.t, parlod. Thl. nan-participation
penalt, I. appe.lllbl. In the .... .annar Met In thl the .... U.. Plr lod II 'OU would appe.1 the tax Met Inter.st
th.t h.. bean ......ed II IncUc.tact on thl. notlc..
PENALTYI
IHmtEST I
Int.ra.t I. charged beginning with fir.t dav of d.llnquanc" or nine (,) .unth. and one (I) d.v fr~ the data of
da.th, to the d.t. of P.v-ant. T.... which bee... delinquent ba'ore Januar, I, l'IZ be.r Int.r..t at the r.t. of
.Ix 16X) Plrcant ,.r IIMl.M calcul.ted .t . dill, tilt of .00D1M. All t.... which bac... dallnquent on iIftd .ft.r
Januar, 1, l'IZ will baar Int.r..t at . r.t. which will v.ry fraa c.landar ,.ar to c.landlr v.ar with that r.t.
announced bv the PA Qap.rt-.nt of R.vanua. ThI IPpllcab,l. Int.r..t r.t.. far l'IZ through 1996 .r'l
!!!! Int.r..t Rat. D.lly Int.ra.t Factor !!!r Int.tllt A.t. Dally Int.rllt F.ctor
I9IZ ZOX .ODOS41 1917 92 .OODZU
1915 16X .OODUI 1"1-1991 IlX .GOUn
1914 !IX .DOUn 199Z 9Z .DODZU
19a5 ISZ .000556 1995-199' n .0001'2
1916 lOX .DODZn 1995"1996 92 .DODZU
ulnt.r..t I. calcul.t.d .. follow'l
INTEREST . BALANCE OF TAX UNPAIO X HUKBER OF DAYS OELINQUENT X DAILY INTEREST FACTOR
--Anv Hotlc. I.,ued .ft.r the t.. bacoat. dall~'t will r.fl.ct an Int.r..t calcul.tlon to flft.-n (IS) d.v.
ba,ond thl data of the ...........t. If P'PMt II .Ida .ftar the Int.r..t cOllPUtttlon dati .hown on the
Hotlc., additional Intar..t au.t be c.lcul.ttd.