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PETITIO;\; FOI~ PRonATE :lnd (a~ANT OF I.ETTEI~S
21-9b- ,;1,? 1
1:"/''11' I~" Leruy G. I'nrlhcmurc ../,/..
"'II! kl/t)ll'l/ I/.\_LQroy r. pur th':!f1\QJt'. Sr.
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SlIr;,,1 Semr;l)' .\'11, ___ll9."UI.,I Hb'L -----
l{epilll'l III Willi 111I thl'
CtHlllIY 01 d~:um')~}.JlJnd in thl'
t'(HlllllllJ1\\callh Ilf l)cl1ll\}I\:Jllia
The pelilion or Ih.... 1I11l1l'1\it-!lll'd n:,pl'l'lfully Icprl."l'lIh Ihat:
Your pc-titiolll.'r('.J. \\IHl k';'lTl' IS year, of age Olllldcr an tile l'\l'l'lI1.Unl, ._._________ named
ill Ihe I,"t l\ ill III Ihe "1',,, e lk<l'lklll, d"led ____~__~y_21,-____ .__._ _ __ __________________, 11)..95_
"1ll1 "",lidlll) d"",d _______nODc________..____________________._._______
--_._----_._----------,---------~---~
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l'l;lt~.ldl,..\.1Il1 .:ir~.11I11'I;IIl~~'\. l'.~. fl'l1\lIld;lllllll. dl'alh Illl'\\'(lI!1H, l'h:.l
D"~endenl "'" dlllnidkd at dealh in _Cumbuland _ COllnty, I'elllllylvania. with
h-.is_ I;hl lamil! or prindpal "'Iiden"e al -1B_Gw:dclL1!arl<way_._CarJ 1..1" Dorough
lli~l ~tr\.'l'I. IHllll1l1'1 Jnd 11I11l1....lralil~1
D~eend"nt. Ihen __9.3--_ yeafl 01 age. died MaJ:clL2J . 19-96_.
.\1 --5w:aILIodd_HcmorlaLJloro"
Ex..:epl",' follow!'!, dcn'dl'llt did not marry, \\;h nol divorced and dill not have a child born or adoptl'd
afl"r e.'e~lIlion or the "ill offcred lor prohmc; wal nol thc vklim of a killing and w"s ncvcr adjndkmed
in,,:oll1petent:
De~ellllcnt al dealh own"d properlY with eSlimated ,allllOl as follows:
(II domidkd in I'a,) ,\11 pellonal properlY
(If nol domidkd in Pa,) I'crsonal properlY in Pcnnsylv"nia
(If nol dOll1idkd in P".) Personal propcrlY in COllnty
\'alue of real e!'!tate in Pennsvlvania
situated a~ follow.': none
~7 .000.00
S
S
S
WHEREFORE. p~lilionlOl(l) respe"lfnlly rC4l1esl(S) thc prohmc of Ihe lasl will and "odidl(s)
prcSlOntcd he",with and Ihe grant 01 kllell_l;cstamcntarv
ttl"laIll1'11lary; admini\llillll111l'.I.4l,; aJmini\lrali\ll\ J.h.n......l."',1
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--1B-Gardcn Parkway
~nrltqlPI PA 17013
71 7-210 ~-216fi
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OATH OF PEI~SONAL REPRESENTATIVE
COMMO:\WEAI.T11 OF I'E:\:\SYLVA:\IA ! '.
COU:S;TY OF CUK8F.RI.ANIJ J ::;:;
The pClilillllcr("i) alhwl.'-nal1ll'li '1wcart') or arnrl11(') that the 'otatt:l11enh in the foregoing pctition arc
truc and cmrc..:t to th..: lh.....l III Ih.... "11(1\\ Ieugt: ami helief or petitilllll'r(') and thai as pcr!'ll1nal rcprt:!'ICI1.
lali\e(-,) of till.' aho\c dCl.:edcl1t pl.'tilil1l1cr("i) will well and truly adminhtl.'r the c!'!tatc a..:..:ording to law.
S\\orn to ur affirmcd anu '1IIh~rihcd
hefore lI1e Ihil ______2nd______ lia, llf I
_~l!.~U~_..__ ___._____ 1996__.
'f7.l<<.,~:.jJ:-.)'t(()~r_];:\ _u_ ./~;;~i\i,.r l
1.,,-,:!,y C.3~nhcmorc Jr. . ~
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_.....I,._.:-:..._~...:.....LJ,.L~..:..c'__~..~___ a
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No. 21-9(,- 2 HI
Eslale of
[Jerol CJ'i1rthemorc i1/k/ il
l.cro c. J)nrthcmorc Sr.
. Deceased
DECREE OF PRODA TE ANI> GRANT OF LETTEI~S
AND NOW Apr 11 2 19--..2.6-, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrurnent(s) dated Hav 24. 1995
described therein be adrnilted to probate and filed of record as the last will ofLerov C. pa rthemore a/ k/ a
l,eroy C. Parthemore Sr.
and lelters Testamentar
arc hereby granted to Lero C.
FEES
'7"YJll""-1 ('J ~~u....(., {h, .p13,].o,~
U Register of wifls '
IR~l,N, . HcKNIGH~ & HUGHES
. / '-( t '3. Cu.......
ROger( J" Irwin (06282)
60 West^V~'rr~'~tS~t'r<i:eltD. No,)
Carlisle, PA 17013
ADDRESS
Probate, lelters, Etc. ".."",
Short Certifieates(! ) , . , . , , , . , .
Renunciation .....,.,.,...,.,
x-pages
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TOTAl_ $ 129.00
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717-249-2353
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COMMONWEALTH OF PENNSVLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
CQUtfTYOIDUZtt
~DfDtClDl""lf..-~-
.. LEROY C. PARTHEMORE. 5R.
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Carlisle, PA 17013 ~.;::;:"
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18 Garden Parko~ Carlisle. PA 17013
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CgRTIFICATION m' NOTICg UNDgR RULg 5.0(11)
Name of Decedent:
LEROY C. PARTHEMORE SR.
Date of Death:
March 23. 1996
Estate No.:
21-96-281
To the Register:
I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
Mav 14. 1996
Name
Address
Leroy C, Parthemore Jr,
Fay p, Parthemore
18 Garden Parkway. Carlisle. P A 17013
18 Garden Parkway. Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5,6(a) except none
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Signaturc U
IRWIN, McKNIGlIT It HUGHES
Date:
05/14/96
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Telephonc {7171 249-2353
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Capacity:
Personal Reprcsentativc
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COWlsel ror Pcrsonal Rcpresentativc
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
n:
_ ..L!!roy.. e. l'arth~more Jr. __.and Fay I'. I'arthemore.. _ _ _H. _ .
being duly __ __-"w-,,_r.n .._ according to law, deposes and says that tho y __ _are _tbe - ..
_ _. _.E_o:.Exe~utors of the Estato of _m__L~roLe~!'nrthelll.ore- s.!'~ ______
lato of _.m earlisle Borough _, Cumborland County, Pa" decoased and that the
wilhin is an invontory mado by. _. them .__, tho said CO-.t'xec,!!.ors ---
of tho enlire ostato of said docodent, consisting of all the personal prop.rty and roal ostato, oxcept real ostato outsido
tho Commonwealth of Pennsylvania, and that the figures opposito each item of the Invonto,y represent it's fair value
as of the date of docodent's death, ,j' .-
Sworn C~ y !iL-..;;.!dj:<de--_~
and subscribed beforo me, ..' ~
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19 96 .---C?--_L'1:;::t:;. ~dmi"t: rolO; ..n - ---
18 Garden Parkway
La Suai
i Jac:quollnu l. Drawbaugh, Nutary "U:J\ll
Carlislo Bora, Cumberland COUll')
My Commission Explros Aug 14, 19""
1AAntler,~~aNolal1ll8
D.to of D..th __ ___ _ __2) _______.
Day
Carlisle, PA 17013
__ _ _ __ ._ ____4_____~._ ________ -
Add,...
March
- -_..-.~--_._-----------
1996
Month
Y..,
INSTRUCTIONS
I. An inventory must bo filed within three months afler appointment of personal roprosentalive.
2. A supploment inventory must be filed within thirty days of discovery of additional ...ols.
3. Addilion.1 sheets may bo allached as to personalty or realty
4. Seo Article IV, Fiduci.rios Act of 1949.
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Invonlory 01 Iho roal and porsonal oslalo of
I,f-ROY C. l'ARTllt:HORf- SR. _____________ docoasod
DAUPIIIN DEPOSIT BANK & TRUST CO.. checking account '0067407919
DAUPIIIN DEPOSIT BANK & TRUST CO.. interest to checking account
$56.281. 5
$13. 6
$963. 0
SARAII A. TODD HEMORIAL 1I0HE. refund
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FILE NUMBER
C P
o 0 NA~E
R N
R 0 Ro er B. Irwin, Es uire
E E
5 N TE1.EPHONE NUMBER
- T 717-249.2353
1. Real Estate (Schedule A) 1
2. Stocks and Bond. (Schedule Bl (2)
3. Closely Held StocklPartnersh,p Inte,e.t (Schedule CI (3)
4. Mortgages and Notes Receivable (Schedule 01 (4)
5. Cash, Bank Depo.its & Miscellaneous Personal Property (Sch EI IS)
6. Jointly Owned Property (Schedule Fl (6)
7. Translers (Schedule GJlSchedule LI (7)
8, Total Gross Assets !total Lines 1-7)
9. Funeral Expenses. Administrative Costs, Miscellaneous
Expen.es (Schedule H)
10. Debts, Mortgage Liabi].,es, Liens ISchedule II
11. Total Deductionsllotal Lines 9 & 101
12. Net Value 01 Estale ILine 8 ""nus Line 11)
13. Challtable and Governmental Bequests (Schedule J)
14. Net Value Sub'ect to Tax (Line 12 minus Line 13)
15. Spousal Translers (tor dates 01 death a~er 6-30-94)
See Instructions for Applicable Percentage on page 2.
(Include valuos from Schedule K Of Schedule M.l
16. Amount of Line 14 taxable at 6'/. rate
(Include values Irom Schedule K or Schedule M.I
17. Amount of line 14 taxable at 15'/. ralll
(Include values Irom Schedule K or Schedule M,)
18. Principal tax due (Add tax Irom Line IS, 16 and 17.1
19.Credits/Sp Poverty Prior Payments Discount Inlerest
0.00+ 0.00 + 131.73 0.00
20. If line 19 is greater than line 18. enter the dIfference on line 20. This is lhe OVERPAYMENT.
lXJ D ICheck here II you are requesting a relund of your overpayment.1
21. If Line 18 is greater than Line 19. enter the dIfference on Line 21. ThIS IS the TAX DUE.
A. Enter the interest on the balance due on Line 21A
B. Enter the total 01 Line 21 and 21A on Line 21B. ThIS IS Ihe BALANCE DUE.
Make Check pa able to: Re Isler of Wills, A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Uncle' peO,ulUISOf pe'jury.1 fJK1~UI that I ha...e e.umlneo lhlS; relurn.Il1C1UOu'II) actcmpanylOg scneaules anc:lstalcmenl:O. ana to lhtt best 01 my koowlea!Je ana bellel.lt IS true.
corrKland completll.1 declare thatall fealllslate h.as been Il!pofljKj at true INrkel ~alue. Oecl.raUonof preparer olher th.n the persoNI 'eplescntaU~e Is based onall information 01
which p'ep.lre' has ilny kf1Cwledgo.
CAB
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C R C
K 0 K
P S
COMMONwrAlf,Hi Of P[NN'i'Yl VAWA
Otl'AIIII,Iy,.q~:.J\VLNUl
HARRI~b'O 'G.VA" ze.Ot.Ol
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
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O[C(D[NT'~ NAME (LASl. rlf\Sl. ANO MIDDlE INITIAll
Parthcmoro Loro
O[r.[DENT'~ COMPLET[ ADOn(~~
'18 Gardon Parkwuy
Carllnlo, PA 17013
C.
SOCIAL sECURIfY NUMBER
179-10-1865
OAI[ OF DEAlti
03/23/1996
DAll: OF UlRlti
07/12/1902
County Cumber lund
ilF APPLICABlEISURVIVING SPOUSE-S '~AJ.4E(L"S' .flnST AND MIDDLE INITlAli SOCIAL SECUHIIY NUMBER
2. Supplemental Relurn
041. Futuro Intoresl Compromise
liar dates 01 doath a~er 12.12-82)
~ 6. Decedent Died Testate D 7. Decedent Maintained a LiVing Trust
(Anach cop 01 Willi (Mach a copy 01 Tru.tl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
X 1. Original Return
4, L,""ted Estate
o 5.
o 8.
~1-'J6-0281
'I All
flUMnEn
AMOUNT nECE.IVED,SEE IUSTRUCTlONSj
0.00
Remainder Return
Ilor dates 01 death prior to 12-13-821
Federal Eslato TalC Return Required
Total Number of Sale DepOSit Boxes
COMPLETE MAILING ADDRESS
IRWIN, McKNIGHT & HUGHES
60 West Pomfret Street
Carlisle PA 17013
None
None
None
None
57,258./.1
None
None
~~_ _~~~_<!,,~_ _~~r!<.~~Y_ _ _.. _ _._ _ _ __ -- --.. - -. - -..... ---
Carlisle, PA 17013
T1VE IRWIN, McKNIGHT [, HUGHES
60 West Pomfret Stroet
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(9)
13,339.78
(10)
8.70
(15)
0.00 X
(16)
43,909.93 X .06 ;
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(17)
SIGNATURE OF PEASON RESPONSIBLE FOR FILING RETURN
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SIGNATU
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Ccpyrl;M (c)!9 -4 lormsatlwII8 only CPSystems.IOC.
(8)
57,258.41
(11)
(12)
(13)
(14)
13,348.48
43,909.93
None
43,909.93
;
0.00
2,634.60
0.00
(18)
2,634.60
(19)
(20)
131.73
0.00
(21)
(21A)
(210)
2,502.87
0.00
2,502.87
DATE
.. . 'to
DATE
-.
Form 1500 \Re.,. 7-9-4)
Act #48 01 1994 provides lor the reduction 01 the tax rates Imposed on the net value of translers to or 'or
the use 01 the spouse. The rates as prescribed by the statute will be:
-3% (,03) will be applicable tor estates 01 decedents dying on or alter 7/1/94 and before 1/1/96
-2% (,02) will be applicable lor estates 01 decedents dying on or alter 1/1/96 and before 1/1/97
-1% (,01) will be applicable lor estates 01 decedents dying on or alter 1/1/97 and before 1/1/98
-Spousaltransters occurring on or alter 1/1/98 will be exemptlrom inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Dia decedont make a transfer and:
a. retain the use or income or the property transfoucd.. .
b. retain the right to desIgnate who shall use 1"',0 property transferred or Its income.
c. retain a reversionary interest; or . . .
d. receive the promse fOllile of either payments. benefIts or care? .
2. It death occurred on or before December 12. 1982. did decedent wllhin two years preceding death
transfer property without receiving adequate consideratIon? If death occurred atter December 12.
1982. did decedent transler property Within one year of death without receiving adequate
consideration? . . . .. . . . . . . . , , . ., .."".
3, Did decedent own an 'in trust rer' bank account at his or her dealh? . .
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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x
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x
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REV. 1!i11 EX . (1.18)
SCHEDULE H
FUNERAl EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
co"'rN\m~4\'l-'~~lhY.NI.
ESTATE OF
Loro
ITEM
NUMBER
A.
B.
C.
Pills. Print or T .
FILE NUMBER
21-96-0281
C. Parthcmore 5r.
5511 179-10-1865
03 23 1996
DESCRIPTION
AMOUNT
1
Fune,al EJpense..
Wiedeman Funeral Home, Inc.
7,118.78
63.00
2
James R. Gingrich Memorials,
inscription
1.
Admlnlltratlve Calls:
Personal Representative Commissions
Social Seeurily Number 01 Personal Representative: 201-16-0445/178 - 24-1859
Vear Canvnissions paid WAIVED
0.00
z.
Anorney Fees
Irwin, McKnight & Hughes
2,500.00
3,500.00
3.
Family Exemption
Claimant Leroy C. Parthemore Jr .Relationship son
Addre.. of Claimant at decedent's death
SUeet Address 18 Garden Parkway
City Carlisle Slate ~ Zip Code 17013
4.
Probate Fees
Cumberland County Register of Wills
129.00
1
Mlleellaneau. EJpen.e.:
Notary Public fees
4.00
2
Register of Wills, filing
fee
25.00
S 13,339.78
TOTAL (Also enter an line 9, Reea .ulatlanl
(II mare ,pleel. needed. Insert addltlanallh..1s 01 lime .Ize,)
Capyllght tel 1994 tarm soltw,'e onty CPSys1ems,Inc,
Form 1500 Schedule H IRev. 7.88)
1
,
REV.,mEX'I1.Il,
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.... Prlnl oil .
FILE NUMBER
21-96-0281
CO"'::''1JI,'XM'l1c'i~F.elJ.fj.~t'lt~ANIA
'AhloENloEcEoE'Nf
ESTATE OF
Loroy C. Parthomoro Sr.
SSfl 179-10-1865
03/23/1996
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
Cora Apothocary, account #,
480306
8.70
1
,I
I
1
i
I.
'I
I
1
'I
I
I
I
I
I
;
i
1
TOTAL (Also ent.r on line 10. Rec. rtulationl
(If more sp.c.ls n..d.d, ins.rt addrtional sheets 01 same size,)
Copyright Ie) '''<4 form software onty CPSYllems.lnc.
$
FOfm 1500 Schedule hRft, '.13)
8.70
REV-1547 EX AFP (12-951 ~ i
(OP4"ONWIA\TIl OJ fllNNSYIVANIA ~I' ~!
OlPAwtHINT 01" III VI Nut . ~
.uVI'U 01 'NDlv'DUAl "'IS ~":.>. (~ -' ~
nIPT. ;>BOhDI 4. n, .r; ;
IlAIUHSftUWG, "" llllS-Dbal JlS. .,..... . I
ES-TATEOF~~PARtIlEMORE-- ....-.. LtROV .
DATE OF DEATH 03-23"96
ACN 101
NOIlCE 01 IN"[RITANC[ TAX
APPRAIS[M[NT, ALlOWANC[ OR DISALLOWANCE
or D[DUCTIONS AND AssrSSMENT or TAX
1 DATE 09-02"96
21 96-0281
CUMBERlAIIO
c
FILE NO.
COUNTY
. NOTE: TO INSURE PROPER CREDIT TO YDUR ACCDUNT. SUBHIT litE UPPER PORTION or T"IS rDRH WIT" YDUR lAX
PAYHENT TO T"E REGISTER or WILLS. HAK[ C"[CK PAYABLE TO "R[GISHR or WILLS. AG[NT"
REMIT PAYMENT TO:
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
'I-Al'Io~;:'TR-8"itt8d 1
I C'~~-;' '--""",,~--"-- : .:...,-=-=~-=-_',::,.:-:;.--._-._'---'.~ ==-=.;;,;'
, ,
L._______ __J
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: i5'4TEic" AF'P" i i '2-: 9S Y -NilY iCE" "oF" "iNH Eii iT ANCE" Yi.,c" A"P PRA" is Ei.;E'Nr-; "A L row AN"C E - iili"... -"""..""""" --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PARTHEMORE LEROY C FILE NO. 21 96-0281 ACN 101 DATE 09"02-96
TAX RETURN WAS: (X I ACCEPTED AS rILED
C"ANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real E stat. C Scheduh A) Cl )
2. stocks and Bonds <<Schedule OJ 121
3. Closely Held stock/Partnership Interest ISchedule CI (31
4. Hartgages/Notes Receivable (Schedule OJ (4)
S. Cash/Bank Deposits/Hisc. Pe~~onal P~ope~ty (Schedule E) IS)
b. Jointly Owned P~operty (Schedule F) Ib)
7. Transfe~s ISchedule G) 17J
8. Total Assets
.00
.00
.00
.00
57.258.41
.00
.00
(B)
57.258.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral E~penses/Adm. Costs/Hisc. E~penses (Schedule HJ Iq)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) 110)
11. Total Deductions
12. Net Value of Tax R8tu~n
13. Cha~itabl./Governnental Bequests (Sch.~ule JJ
14. Net Value of Estate Subject to Ta.
13.339.78
8.70
III I
112)
1131
1141
13 . ~4R 4R
43.909.93
.00
43.909.93
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will'
reflect figures that include the total of ALL returns assessed to date.
ASSESSME~T OF TAX:
15. Anount of Line 14 at Spousal rate
lb. Amount of Line 14 ta~able at Lineal/Class A rate
17. A"ount of Line 14 ta~8blo at Collateral/Class B ~ato
18. Principal Tax Due
NOTE:
1151
lIb)
1171
.00
43.909.93
.00
X .00.
X .06.
X .15.
1181
.00
2.634.60
.00
2.634.60
TAX CREDITS:
PAYHENT
DATE
05-15"96
.~_..__~_.__________.___~.._. ~ n___.__._____ ~___.
RECEIPT DISCOUNT 1"
NUHBER INT[REST (-,
AAff2842-.~---.--------.f 31.i:i --.-----~z;_5-(f2~8r-"
AHOUNT PAID
.___~___.._,..-.-...-- ._~~__.__..__. '_m.'_~ m _..__" ___
TOTAL TAX CREDIT; 2.634.60
,--.-.. ---_._~-----_._....------ . ._.._.~---
BALANCE OF TAX DUE .00
.________~___.__.._._. ____.__------0
INTEREST AND PEN. .00
---TOTAL DUE------------:OO~1
. Ir PAID ArTER DATE INDICATED. SEE REVERSE
rDR CALCULATION or ADDITIONAL INTEREST.
( Ir TOTAL DUE IS LESS T"AN ~l. NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REFLECTEO AS A "CREDIT" ICR). YOU HAY 8E DUE
A RErUND. SEE REVERSE SIDE or THIS rORH rOR INSTRUCTIDNS.)
,
.jli
RESERVATION: Estat.. of docodent. dying on or bo'or. noc..bor 11, 1~8l -- If any futuro Intor..t In tho 8stat. I. trnnsf.rred
In pOlse.,lon or onjoy..nt to Cia.. B fealtaturall bon.flelsr... of tho docodont aft.r tho ..pitatlon of ftny ..tat. for
III. or for yo.r., the Co..anw.8Ith hereby ..pr.s,ly r...rvo. tho right to dPpral.8 and als.., trans'.r Inheritance la...
at the lawful Cl.s. B (colletorall rat. on Bny such futuro Jnt.ro.t.
PURPOSE or
HOfleE:
To fulfill tho roqulr...nh of Sactlon 1140 of tho Inh..,.Jtann Bnd [,tat. TIIK Act. Act 12 of 19'H. 1Z P.S.
Section 2140.
PAYH[HTI
Dotach tho top portion of this Notica nnd sub.lt with your pay..nt to tho Roglst.r of Will. printed on tho rovor'l sid..
"Hak. chock or 80noy ord.,. pllyable to: REGISTER OF MILLS, ^9ENT
All pay.ents received shllll first be Applied to any Interest which .ay be due with any re.ainder applied 10 the tax.
REfUND (CRI: A refund of a laM credit, which was not requesled on the Tax Return, .ay be requested by co.pleting an "Application
for Refund of Pennlylvanla Inherltsnce and Estst. Ta." (REY.1111J. Applications sre avallsble at the Office
of the Reghter of "1111. atly of Ihe Zl Rllvenue District OfficIIS, 0,. by calling the Ipeclai Zt,'hour
anlwerlng service nuebers for for~s ordering: In Pannsylvsnla 1-800-16Z-Z0S0, outside Pennsylvanls and
within local Harrisburg ares (lllJ 181-8094, TOOl 11111 nz-zzsz 11181'1rlnll Inpalred Only).
OBJECTIONS: Any pa,.ty in int.rest not satisfied wilh the appralse.ent, allOWAnCe or disallowance of deductions, or assellnent
of tax (Including discount 0,. Intereltl al Ihown on this Notice .ust Object within sixty 1601 days of receipt 0'
this Notice by:
--written protest to the PA Depart.ent 0' Rtvenue, Board of Appeals. Dept. l810ll, HarriSburg. PA 11Il8-1021. OR
--election to hsve the ~atte,. deter.lned at audit of the IIccount of the perlonsl representative. OR
.-lIppeal to the Orphsns' Court.
ADHIN
ISTRUIVE
CORRECfJOHS:
Factual e,.,or. discovered on this alsess..nt should be addressed In writing to: PA Depart.ent of Revenue,
BurafIU of Individual 'MIlS. AllN: POlt Anus.ent Revlaw Unit, Dapt, Z!0601, Illttrlsburg, PA 11IZ8-0601
Phone 11111 181.6S0~. See pAlle j of the booklet "Instructions for Inheritance Ta. Return for a Resident
Decedent" IREY'I~OII for nn a.pianation of nd.inlstratively CO""ectnble e,.,.ors.
DISCOUNT:
If any tax dUll is paid within U.ree (11 calendar nonths afte" the decedent's daath, a flve percent 1~i!:1 discount of
the lax paid is allowed.
PENAL TV:
The I~~ tax a.nesty non-participation penalty Is co.puted on the lotol of the ta. and interest alsessed, nnd not.
paid before Janua,.y 18. 1996. the first day after the end of the lall Mnuty period. This non-partlclpntlon
penalty Is nppealllbl. In tha sn.e nann.r nnd in the the sa.e tl.e period as you would appeal the tnx and interest
that hss been IIssessed as Indicated on this notice.
INTEREST:
Interelt II chsrged beginning with first day of delinquency, or nine (91 nonlhs and one (II day frOM the dnle of
death. 10 the date of pay..nt. Ta.es which beca.e delinquent befo"e Jnnuary I, 198Z baar Interast At the rate of
six (6~J percent per Annu. calculatod at a dally rate of .000164. All tawel which b.cnAe delinquent on and aftor
January I. 1981 will bear Interast nt a rata ~hlch will vary fro. cnlandar year to calendar year with thai rate
announced by the PA Oepartnent of Rllvenue. The appllcabl. Int.,.elt rnt.s for IqBl through 199& are:
~ Intarest !h.ta Dnlly (nterul fnctor ~ lnterasl Rate Dl'llly Inler.sl fnclor
IlJ!l lOi!: .OOOS48 I'J81 9i!: .000l4'
1981 16;: .000418 IlJB8-llJlJl 11;: .000101
IlJ84 II;: .000301 ICfOJ1 ., .000:41
IIJ!~ 15;: .0001!t6 l1J91-11Jq4 ,." .00011J1
1986 lOi!: .00Oll4 I'JIJ!t'19% ., .000l..'
-.Int.r..t Is calculaled ., follows:
INTEREST = BALANCE or TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST rACToR
'.Any Hotlce lssued aflar the tax b.co~os dellnquent will raflact an Inlerest calculntlon to flfleen (I~I dnys
beyond the date of the assossnenl. If paynont Is "ado a'ter the inter.st conpulnllon dnle shown on the
Holice,. .1ddltlonal Interest "ust bit calculatad.