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GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAR ASSESSHENT .lIh ...11."" In..r..' b...d on In'or..llon
tubattled by the flnllnCtat In.Ututlon.
2. Inheritance In beea..' delinquent nln. .on'hl .ft,r IhI! deudln'", det, of d..th.
1. , joint ICCount ,. '..able IV.n thoUgh thl dacldlnt.' n... w.. added .. . ..tt.r 01 convenl.nce.
.. a..oun" IIn.ludln. lho.' h.'d b.I.." ....bond ond .11.' ....'.h ,h. ....d'" pul In )o'nl n.... .lIh'n on. ,..r pr'or '0
d..th .r. fullY '.lIabla .. t,,,,,.I.r..
S. a..oun" ..,..".h.d jolnllY b."." ....bond ond .11. '0'. .hon on. ,..r prIor 10 dn'h .r. nol '....,..
6. Accounts held by . dlCldlnt "In truI' fa'. anoth.r or oth.r. .r. ta..ble fully.
REPORTING INSTRUCTIONS - PART
1
_ TAXPAVER RESPONSE
I. .'oc, a . II 'h. 'n'or.,,'on nod 'O'Pdlallon 'n Ih. no"'. ... .0rr..1 nod d....,loo. ... nol b.ln. .1.1..d. p'''. on ","
In bloc' "a_ of ParI I of lho "1..p.,.r AO'Pon.." ,.,"on. SIgn "0 .opl.o ond ...." .h.. .I.h ,our .h..' for 'h. ..ounl 01
I.' 10 Ih. ...lol.r of wlllo of ,ho .oun'y Indl..,.d, 'h. pa O.p.rl..n' of A.,onuo .111 ',.d. an of".lal ..........
(for. REY.l~4a EX) upon r,cIlpt of th_ r.turn frol IhI! RIOIs',' of will..
Z. BlOC' a . II .h. ..... .p..III.d on .hl. noli.. h.. b." or .111 .. r.por'" ond I.. p.ld .lIh Ih. p."""I,onl. Inhorll.n..
1.. Ao'drn f".d by .ho d...d.n.'o r.pr...nl..I,.. plo.. .n .," In blo.' .a- of P.r' , of Ih. ",..p.,.r A..Pon.." ",,'on. SIgn on.
.opy ..d r.ldrn 10 Ih. pa D.p.r...n' of A.,.nu.. adr... of Ind',I"" ,..... D.p' ,.0.01. lI.rr,...r.. pa ',1,.....1 In Ih.
,nv,lop. provided.
5. alDC' C . If .h. no"" Inlor..,lon 10 'n.orr..' .nd/or d....,lon. .r. b.lno ,'ol..d, .h..' b'o" .C. .nd .o.pl." P.rla Z nod 5
...ord'n. '0 lho 'n..ru"lona b.lo', S'gn ,.0 .opl.. ond .ub'" Ih.. .llh your .h.., 'or Ih. .oounl of 'a. pa,.bl' 10 .h. A..,.,.r
01 will. of .... "~'" ;".;,.\.. .... ." ,_.."._n<.' '''''0' ..II: ,.... N' .H:.:.I .....,:or< '.',ce' ''''''-0 [X. up.n ..col.,
of thl r.turn fro' thl Revlltar of will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE I
the date the account originallY was e.tabllshed or tltlod In the eanner e.l.tlng at date of death.
ror . do..d.n' dY'no .f,.r \1/"/IZ: a..ounl' whl.h Ih. d...don' pul In JoIn' ..... .llhln on. II' ,..r of d..,h .r.
.....,. 'ullY .. trana"'" lIo"'or. Ihor. I. ... ....u.lon no' .0...... ,.,'UO p.r tran.'or.. .....d"" of Ih. .olu' 0'
the account or the nu~er of account. held.
'f a daub" .o..r'.' 1--) opp.ar. b.'or. your Ilro' n... 'n Ih. .ddr." por'loo 01 Ih" nol"', Ih. ",0" ...Iu.lon
alreadY ha' been deducted froe the account balance a. reported by the financial In.tltutlon.
Z. enter the total balance of the account Including Intere.t accrued to the date of death.
S. The p.rcent of the account that Is ta.able for each survivor Is deterelned al followl;
A. The perc.nt ta.able for joint a,letl .stablished .ore than one year prior to the decedent's de.thl
DIVIDED BV TOtal NUMBER Of
JOINT OWNERS
E.a.ple' A Joint .Iset registered
DIVIDED aY TotaL HUHBER Of )( 100 . PERCENT taXABLE
SURVIVINC JOINT OWNERS
In the naee of the dKedent and two other parsons.
I DIVIDED av 5 IJOIHl DWHERS' D,v,DED av Z (SURV'VORS' . ."1 , 1.0 . 1..1. ,'a,aalE rDR [aCII SURVIVDAI
a. lho p.r...' ,....1. 'or .....0 .r....d ."hln 0" ,.ar 0' .h. d......... d..,h or a..oun" o...d by Ih. d.'''on' bu' h.\d
In tru.t for another IndlvhtualCsJ (trust boneflclarln):
I DIVIDED av TOTAL HUMBER Of SURVIVINC JOINT
OWNERS OR tRUSf BENEFICIARIES
)l, lOa . PERCENT taXABlE
E...pl.: JoIn' a..oun' r..I.,.r.d In .h. na.. of .ho d...d.n' and '00 olh.r p.r.ono nod .....'I.h.d .I.hln on. y..r 01 d..lh by
the dec.dent.
1 DIVIDED av Z (SURVIVORS) . .50 X lOa . so~ (TAXAalE FOR EACH SURVIVOR)
.. lh. ..oun' .ubjoc' '0 I.. Illn. ., '0 d..or.ln.d by "'tlplYln. lho ...oun' bal..... Ill" 11 by lho p....n. ,....,0 Ill.. 51.
S. Enter the total of the debts and dedUctions listed In Part 1.
.. lho ..oun' .....,. IIln. .. ,. d.....ln.d by .ubl...llno Ih. d.b.. .nd d.....llon. (lIn. SJ fr.. Ih. ..oun' ...joc' 10 ... Ill" .,.
I. ("tcr tn. appr:pr'At. t::UI ..ata 'i in.. 0) 6. lilllQI-..iln,.. ~"l.....
A. for dat.S of death occurring .fter 6/10/94, the ta. rates for transfers to spouse. are a. follows:
1. Oat.. of death on or after 7/1194 and before 1/1/95 the rate Is 12.
Z. Date. of death on or after 1/1/95 tran.fer. to spou.e. will be ta.ad at 02 ta. rat..
Hot.: For dat.s of death prior to 7/1/94 transfers to spouse. are ta.able .t 62.
a. Tran.fers to 11ne.1 d.scendants Including father, eother. son, daughter, grandchildren, son-In-law,
daught.r-ln-law, stepchild and their ISlue are ta.able at sl. percent (62).
C. lr.n.l.r.'o .1' o'h.r. Includ,n. bro.h.r. .I.,.r. uncI.. .un'. n.....' nod n"" .r. .....,. .. II"." p.r...' 115".
D. If yoU change the ta. rate, please Ipeclfy your relationship to the docedent in the area provided.
I. lh. ..oun' of ...... 1I1n. " I. d.,or.ln.d by .dlllplyln. 'h. ..oun' .....,. Illn." by .h. ... r.l. 1I1n. 11.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are deterelned a. follow':
a. VOd '..al'y .r. r..ponolbl' for pOy.onl, or Ih. ,,'al. .ubJ." '0 ...'n'..r."on by . p.raon.' r.pr...n...l.. I. In.ufll.'.n'
to pay the deductible It..s.
a. You actually paid the debt. efter death of the decedent and can furnish proof of p.~t.
C. ,.b', b.lno .,.I..d 00" b. 1...ll.d 'u"y In ..r' 5. I' .ddll'onal .p." I. n....d. u.. pl.ln p.p.r · lIZ- . 'I". Prool of
pay..nt .ay be requested by the PA Departeent of Revenue.
TAXPAVER ASSISTANCE
IF VOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787"8327. TDDI (717) 772"2252 (HEARING IMPAIRED ONLV)
.1'#116201....&1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
ONo. AA 112771
RECEIVED FROM:
fJ
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
ALVIN H BLITZ ESQ
101
,*j,I;)C.~tlt
PO BOX 1248
HARRISBURG. PA 17108-1248
ESTATE INFORMATION:
t:I FILE NUMBER
~ 21-1996-033/1
~ NAME OF DECEDENT (LAST]
~ REDDY NORMA A
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
55N 1115-46-8721
(FIRST) (MI)
CUMBERLAND
OATE Of DEATH
m TOTAL AMOUNT PAID
$1.7~2.q4
REMARKS
ROBERT FREDDY
C/O ALVIN H BLITZ ESO
CHECKiI 6
RECEIVED BY
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SiGNATURE
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SEAL
REGISTER OF WillS
MARY C. LEWIS':'"
REGISTER OF WILLS
." _ .. _ .. _. __..._ ..___ __..._ ___. _h'~ ___
----
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'OlD H(I( -
VZ
pURPOSE OF
NOlICE:
PAYJtENT:
REFUND (CA h
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To fulfill the r.qulr...nts of Section 2140 of the Inheritance ftnd [state Taw Act. Act 22 of 1991. (12 P.S.
Section ZUlU.
D.tach the top portion of thl. Notlc. and .ubalt Mlth your pay.ent 10 Ihl Regl.tlr of Will. prlntld on the
rlVlr.. .Idl.
-- "akl chIck or loney ord.r payabl. to: AEGIST[R or WillS. AGENT.
All paYI.nls r.c.lvld shall first .b. appll.d 10 any Inl.r..t which lay bl du.. with any re.alnd.r appll.d to Ih. taM.
A r.fund of n taw credll. Mhlch was not reque.ted on the tal return. May b. requlst.d by cOMpl.tlng an ~Appllcatlon
for Rlfund of Pennsylvania Inherltancl and [stnte Ta.~ IREY-Illl). Application. are avallabl. at the OfficI of
the R.gI.t.r of Will., any of the 2l A.venu. District Offlc.. or by calling Ihe special 24-hour an'Merlng ,.rvlc.
nu8b.rs for for.s ordering: In Pennsvlvanla 1-800.362-2050, oulslde Pennsvlvanla and within local
Harrisburg at.. (1111 187-8094, 'DOl (111) 77Z-2252 HI.nrlng 'Mpalr.d Only).
OBJECTIONS: Any partv In Inter..t not .atlsfled with the appral....nl. alloMance or dJsallOMance of duductlon. or a..e....nt
of tal (Including discount or Inter..tl a. .hown on thl. Holle. eay Object MIIhln .I.tv (601 days of r.c.lpt of
this Notice by:
--Mrltten prot..t to thl PA Depart.ent of Revenue, Board of App.als. O.p\, 281021. t1arrhburg. PA 17128-1021, OR
".htctlng to have the ..u.,. d.t.ralned at Ihe audlt of the ItCCOl.W'lt of Ih. p.rsonal npr........tlv., OR
--appeal to the Orphan" Court
AO'UH-
ISTRAlIVE
CORIttClIOHS:
OISC0UH1:
PENAL TV:
IHTERESTr
Factual error. dlscovlr.d on thll as.eSle.nt should be addres..d In Mrltlng 10; PA D.part.ent of Rlvlnu.,
Burlau of Individual Ta..., ATTHI Po.t AI'.lse.nt AIVI.M Unit. DEPT. 280601. HarriSburg. PA 11128-0601
Phon. (711) 181-6505. Sa. page 10f thl booklet ~In.tructlonl.'or Inh.rltance Ta. Return for a RI,ld.nt
Oecedent- (REV-IS011 for an ..planatlon of ad.lnlltratlv.ly correctabl. .rrorl.
If any taM due II paid within thr.. (31 cal.ndar .onths after the dacadent', death, a flv. parcent (S~)
discount of the tax paid II allowed.
Th. 15~ taM a.n..ty non-pa~tIcIpatlon penalty I' co~ted on the total of tha taM and Intare.t .I.....d, and not
paid before January 18, 1996. the flrlt day aft.r tha and of the tax aene.ty period. Thl, non-participation
p.nalty I, app.alable In the sa.e .anner and In the the laea tl.a p.rlod a. you Mould appeal the taM 8nd Int.r..t
that hal been al.e.led al Indicated on thl. notice_
Int.re.t Is chargad beginning wIth flr.t day of dellnquencv, or nln. (91 Month' and one (1) day
fru. the date of death, to the date of pay..nt. TaM.1 which beca.. d.1lnquent b.fora Jnnuary 1. 1982
baar Inter..t at the ~at. of .Ix (6~) percent per annu8 calculatad at a dally rat. of .000164.
All taMe, which baca.. dallnquent on or after January I, 1982 wllI b.ar Int.r..t at a rate which will vary fro.
calendar y.ar to calendar y.ar with that rat. announc.d by the PA Departeant of Revenu._ The applicable
lnt.rest rate. for 1982 through 1996 arel
Vear Int.r..t Rate Dalh Inter..t Factor Vear Int.rest Rat. Dally Int.rast Factor
1981 ZO~ .000548 1987 'X .000247
19U 16~ .00008 1984-1991 IlX .000301
1984 11~ .000301 1991 'X .000247
1945 U~ .000156 1993.1994 1X .000192
1986 lOX .000274 1'J9S-1996 'X .000241
--Int.r..t Is calculated .. fol1Otflt
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. llsued after the tax bacOl8. delinquent will r.fleet an Intere.t calculation to fifteen (15) days
beyond the date of the a....seant. If paYHf'jt I. eade aft.r the Int.re.t cDIIPUtatlon date shown on the
Notice. adc:l1t1ona1 Internt .u.t tM calculated.