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PETITION nm PIWnATE and GI{ANT <W I.ETTERS
80.1\ Q' 00 ....I\lIH L-
l:\/lIlt' 1!IJtl)("I~E/:I,),Rlc.:E:.1(;~OIOONNELL, ,_ No, .. ._<QJ-=_9.lo_=-__4~_'::l
II/.'" 4"0(1', ;I" .BEA'l'RICERO'JXlNNELL. ,,~-- To:
-..--.- -------.-- ~-_. --. --- - "
Revi'ler of Wilh fur Ihe
CouulY of ..CUInbcrland-- in Ihe
Conllllonwcalth of Pennsylvania
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S;It,;~i"'\;'~';/~/,,;-:N;;'I~_6'='~6~=A106_~-.._--
Thc Pl'tilion of Ihc umll'l,il!"l'd rl',pCClfully ICpIC'Cl1t' Ihal:
Yuur Pl'tiliuncrOU. who j,/JaOdt'\ ycar' of a}!.c or older anlhc C.\CClIt _rix
in Ihe la'l will of Ihe al""e deeedelll. daled ..._.....January_5
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named
. 19-95-
------.----.-------.----- ----.--.------------------ --.-.-.
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l)c.:endelll 'Ii" domidled at death in ..,_,QJmberland .__ _ County. Pennsylvania. with
h&--._ la'l family or-prilldpal'rcsldcncoa ,... _ErforlLRoad._E<!~L.!'ennsboro Township.
C\Jmberland_County,....l'eMSylVania--G..,...uJ.i,i."R
(11\1 ,"\.'~I. llllllll'~'f .uJt 1;\lIl1~'iJ'!;lll1~ I
Dc.:emlelll. Ihen _~.. yc:,,, of age. died _,__January .::g . 19 96
at __46..ErfOJ:d-Road.....East...l'eMSboro..Township.,CLJ1I1I:v>rl;mrl ~nllnty 1 PI\
(:\.:epl ." 1'0111"". dc.:edent did nOlm,,,,y. was nol dimr.:ed and did 1101 have a child born or adopted
afler c\e':olion of the wi\lollered for prohate; wa' Ilollhe viclim of a killing and was never adjudiealed
jncol1ll'l'll'lll: -
l>l'C\.'lUlcnl 1.11 dcalh llwnl'd properlY with l'~til11atcu \'al\ll'~ ", follows:
(If d"midled in 1'(1.) All per,onal properly
(II" nol domidled in I'a.) I'c"oll(ll property in I'cnn,ylvania
(IIn"l dlllnidled in I'a.) I'c"ollal propcrty in ConlllY
\'ahll: "f rl'all'~t:.\tl' in Pcnll'~" ania
,ilualcd a... hllltlW"': -~-_._--~--------
s-A.,562.92
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WIII:REHIR1;. pelili"nerls) rc,pecII"III1YTrelIUC'Il'ltlhe prohale 01" lhe last will and codicil(s)
p""clllcd hcre\\ilh and Ihe vranl "I" \elle".,.. e.~~rt ary ,
Ih>I.ll1h'l\l;lt\; ildlllil11,lr;\!H11l .....I.i1.; admini\u3lion d.b.n.c.l.a.l
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,301 ,Lincoln Street..
Duncannon.,PA17020
834-3645., ., .,_m ,.... ,-,.,.'
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OATH OF PEHSONAL HEPRESENTATIVE
CO:\tl\lO:-;WEAI.TJI OF IJE~~S\'1.\' A~IA 1 ..
J.. ~~
COlSI'\' OF ..__CUMBERLlINlL---
lhl'I'I.'litit1l11'1(\) abo\c.nanu:L1 ",cart...} or allirll1(~) thal1hl' !o.lalCIl1Cllh in the foregoing petition arc
Hill' .lI1d \:\llll'~IIO thl' hl"ll'l1h... J..IHl\\h.'dl!l' ami bdkf of pClitinucr(,) al1l11hal a!ol personal reprl'scn..
t,III\1..'(') Ill' thl' ahl1\1.' dCl'elkn! Jll'liliul1l'Il'1 "ill \\dl allll1ruly admil1i,tcr the C\HlIC according to la\\-',
S\\.llll I" '" aUirn,,'d allll,"h,,,,i"ed ~,,_,,_f1Irl-_,...~,,~~v !!!
hefole Ill" Ihi, , ,28th .la, "I' ,..,.~~ .j) , ~
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'~tv'fc. LEWIS I(l',ci,'/l'r --. - ._-- ~
IuS - "',0'
No. 21-96-424
BEA O'DONNELL a/k/a
Estatc 01' RFM'IlH"F _O!UlNNELL_NKtlU1EATprrr. M
. ncccascd
O'DONNELL
nECREE 01' PRonATE ANn GRANT 01' LETTERS
AND NOW May_ .1.2., .__ 199.6___. in comiucnl\ion of the petition on
the re\'erse siue hereof. S:l\hfaclUlY proof ha\'ing heen pre'enleu hefore me.
IT IS DECREED Ihal the imllnmel1l(JO ualeu_ __January_5,,--.l99'i
descrihed thercill he admitted III probate and filed of record as the lasl will of Bea 0' DONNELL
AlK/A Beatrica.O..'Jlonn"ll a/~e.a1r.iclL!1..-0-'-Donnell
and Letters ---Tcstemml:m::y
arc hereby granted to Bet ty J. Burd
~(!
MARY C. LEWIS
FEES
Probate. LettClS, Elc. ..".",' s--'.5..Jl.lL
Short Certificales( 1) . . , . , , , , .' s--3-,_O,O-
RJe~ncialion ".,.,."",.," S-r-nrr
S"---:~
TOTAL __ S~~.OO
Filed .....". .t:1A,Y, ,29", ,1996,..",....,.
--Rober1....E. Myers "09729
,\T1(]R~1'\' (Sup, Cr. l,tJ, No,)
~O(L01!LYor.k 11'''''l,JleW-O.nnbecla. PA 17070
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Mailed letters and order to attorney on 5-30-96.
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COMMONWEALTH OF PENNSYLVAN'A. DEPARIMENY OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
NAUlOfOlClOlHTI'.. ~ ~MI
l. Beatrice H. O'Oonnell
.u
I,Female
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$OCUoL HC\lfllt'l' '*i.!VIlI"
., 186 _ OJ 4206
OAlIOlUNH.U<A'lOl~_1
,January 28, 1996
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, Issac Jacob Cable
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
51:
Betty J.~~urd, ,.._
being duly ..,.5W9Ol...u, . according 10 law, depo.o. and .ay. Ihal ';/'e i:L -'n/k/<1 JJcntrjcc M; O'lxmnell
----__Exccutrix.., 01 Iho E"alo 01 1lo.1.0!D;)llllcll,.a/k/il.llo.1tdco-O!Dannoll,
lalo 01 -.. East Pennsboro Township 'l Cumborland Counly, Pa., decoa.ed and thaI the
within i. an invonlory mado by, .. Betty J. Ourd_ ____ "__' tho said_/;;lsQI;U.tr..iI(___
ollhe onliro e"alo 01 said decodonl, con.i.ting 01 all tho porsonal prop.rly and roal o.lalo, excopl roal e"alo ouhide
the Commonwoallh 01 Ponn.ylvania, and Ihal Ihe liguro. oppo.ito oach ilom ollho Invonlory ropro.enl it's lair valuo
as 01 tho dalo 01 docodenl'. doalh.
S""pJ
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and sub.cribed boloro mo,
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e..cutor . Adminht,.tor
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Addr...
Date 01 Death
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29th
May
._---_.._-~------
1996
Day
Month
Yu,
INSTRUCTIONS
I. An inventory must be filed within Ihree monlhs alter appoinlmonl 01 porsonal represontative.
2. A .upplemenl inventory must be filed wilhin thirty days 01 discovery 01 additional a..ets.
3. Additional sheets may be attached as to porsonally or roally
4. See Arliclo IV, Fiduciarios Act 01 1949.
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. Ron~RT E. MYERS
ATTORNIiY AT LAW
. IlXJ\.ORItROAD
NIlW cUMOERtAND P
. . A 17070
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ESTATU..E..JR;A 0 I DOIfm>J,L,.....Mkja
BEATRICE 0 I D..QtlliE_~_L_l!l..klJLQ~ATRIC:;_E_~O~Jl.lffl~L~
D I SJtURSE~~NT_~~J:o!JJi.'L~P',E.B,S_()lfltLJ'Y
J>A~j:__~
Accountant claims credit [or the following amounts paid:
Personal Representative Commission -
Betty J. Burd
Rice Memorial Works
Robert E. Myers, Esq.
Register of Wills - Probate Fees
Register of I.Hlls - File Inventory
Register of Wills - File I nher! tance Tax Return
Register of Wills - File First and Final Account
Sentinel - Advertise Estate
Cumberland Law Journal - Advertise Estate
Notary Fee
Commonwealth of PA - Public Welfare upon
adjudication of First and Final Account
TOTAL:
RECAPITULATION
Principal Account Received - Personalty
Printtipal Disbursements - Personalty
BALANCE FOR DISTRIBUTION
$ 232.54
300.00
750.00
33.00
10.00
10.00
110.00
86.22
65.00
8.00
3,045.96
$ 4,650.72
$ 4,650.72
4.650.72
$
0.00
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF YORK )
BETTY J. BURD, being duly sworn according to law, does depose
and say that she is the Executrix of the Estate of Bea O'Donnell,
a/k/a Beatrice O'Donnell a/k/a Beatrice M. O'Donnell, deceased;
that she is the Accountant in the foregoing First and Final
Account; that the Foregoing Account is true and complete as to all
items of credit and debit; that no party has given notice of any
claim that has not been paid; that the facts set forth in the
foregoing Account and in this Affidavit are true and correct to
their knowledge, information and belief.
6~rl' is ~'t.t<-
BETT J. BURD
(EXecutrix and Accountant)
Sworn and subscribed before me this
QI-h '--"" I
I day of n"uro.Llt d"
~~~d \) L\)QlhA/\
. NOTARY PUBLIC '
~y commission Expires:
, 1996.
NOIAl'.1 5..1
Enid v, M. At"'" '1otary,Publla
Falrvlew l'I!p , York Gaunty
M fj6mffil~glon~. IrgaJul Il, 1000
COMMQHWfAl1t1 III NWHlYlVAPHA
DfPARIMfNIOI Af\lfUUf
Of" 110(,01
IIARRIS.URG~'^ 1!_I~1 0601 ..
O(((O(,jH, UAMI (11.\1,111\1, ",ju "'IOIlII 111111"11
_O~ ()_~tJN (' L\,,,_, (J{;~Q\t. r: ----f"\1-'--'-'-.'-
SOCIAl Utu".llY tWMllI 0 Iii O. !irAIII (JAil Of 111111
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Ii 1. Original Return 1.1 2. Suppll!mflnlnl Return
o A. limiled E,IOI'
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS) COU~,J CODE
l"~l~'" '~O~~~~'~"'Ro,.o
~ _P H II..\.' <'... I~"
, CO'''f------..c..... ""l!lI"!{I,J..,f'o._IIIf:L
"'-'Otltn '((11'0'101\1( "iIilu(tIOtHI
- ----.+ ---_.~-~-_..--+
[1 ..to. Futurlt Inle"nl Compromi'll
(for dnhlt of deolh alllH 12.11.82)
DeCldenl Died h,to'. rJ 7 Of!cfldenl Moinlninfld 0 living Tru,l
(Anoch copy of Will) (hUoch copy of Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO" .' , '.' I"~\';,
NAM( (OMru II MAllltm ADP'1 ~\
.o"B~fl.."t_Z;._~\fEfl.S- '00 \J()~t( ~....O 0.."
lIl~",11JJii.:; Nev/("'t>-6Ejl\.A~O,I~.I,O II
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1. R.ol E,la.. ISch,dul. AI
2, Sloch and Bond. (Sch.dul. B)
3. Closely Held Sloc~/Patln.nhip Inlef,,1 (Schedule C)
A. Mor'gages and Noles Receh.obl" (Schedule O)
5. Cosh, Bonk Depolill & MilClllloneoul Pe"anal Properly
(Sch.dul. E)
6. Joinlly Owned Prop'rly (Schedule- F)
7. T,on"... (Sch.dul. G) (Sch.dul. LI
B. Tolal Gran AUI" (Iclallin.s \.7)
9. Funeral hpe".", Adminiltrative COIlS. Milcellaneoul
Ellp.n.'s (Schedule HI
10. Debts, Mortgoge liabilitie., liens (ScJ"dule I)
11. Tolo1 Oeductions (10101 linn Q & 10)
12. Net Volue 01 E'lale (line B rninulline 11)
13. Charitabl, and Governmenlal SequIn" (Schedule J)
U. Nel Value Subjeclto Tall (line 12 minuI line 13)
15. Spoulol Tron,fen (for dOIU 01 dllolh ohllr 6.30.Q4)
SlI8 In,lruetion' for Applitoblll Pllrc.nlog. on R....lIlne
Sid.. (Include volu., ham Schedul. K or Schedule M.)
16. Amounl of lint 1.4 tOlloblo 01 6% rol.
(Includ. value, from Schedule K or Schedule M.I
17. Amount olUne U 101lable at 15% fa Ie
(Include value, Irom Schedul. K or Schedul. M.)
18. Principal 1011 due (Add tall Irom Unu IS, 16 and 17.)
19. Credil' Spousal Poverty Credil Prior Paymenh
+
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lOA OATIS Of DIAIH AnlA 1"31191 CHICK !tUI
1/ A 5POUSAL ..
POVIAIY CAlDIT 15 CLAIMID lJ
f1LINUMiIR---- --..--.-.. ---.-------
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NUMBER
I 13,
[J 5,
Remainder Relurn
(lor dote, of death prior 1012.13.82)
Federal hlnte Tall Relurn Required
.c,).8. Tatol Number of Safe Oepo,il Bou,
~ti 1 ..Wl, '...
11 ) .______~
(21 ..-________---
(3) ----..------.-
(4) _.._,__...---
151 ____n'i\.5b.1)...
(6)_____
(7) ___.... ,____
IB) __41:.51>-.1,),
(QI__HbS'b,7J.. f'
(10)._____::-_ '
(11)__..4 ~>.O,_1~_-l:.-
(11) ptfIC17..-FS7flltL
(13)
(14)
(151 _____n.n_..._'__,____x,___= ~~...,~
(16) __________.____nX ,06 = (V~"i:
(l71____________.x ,15 = n~tJ,~
(lBI
Oilcount
Inlerell
+
(lQI
(101
20,
If line 19 h gr.aler Ihon line lB, ,nler the diU."nce on line 20. This i, th, OVERPAYMENT,
II O...:r.n!'lllo.ll,.la~I'I'.'II"io,l'I'I'UlhI'.'.loIfIYiTo~"'l.l'I.'1.'J.'IJ:c('l..lo.lll
21. If line 1 B j, greater than lInl 19, Inl., the difference on line 21. This It the TAX DUE.
A. Enler Ihe inter"t on the baloncl due on line 21 A.
B. Enler lhelalal of lIn. 21 and 21A on line 218. Thi, i, Ihe BALANCE DUE.
,
Malee Chick Payabll 101 Righi" of Willi, Ag.nt
(11)
(11A)
(11BI
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.. Prlnl or T 0
FilE NUMBER
dl.:::iko~4
(OMMONWU.UH 0' PfNtUYlVANIA
INHIII1ANCI tAX InUIN
IISIDIN' DICIDINt
E TATE OF
-Df~\~\~~p.O.rv~J;~L.
IAII p,oporty lolntly-own," with the light .f SU''1I'1,,,hlp mUll It, ellul.l,eI on Sch,dul, FI
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
I.
CA.$/f ACtOI.\.~I- CAMPt\\I.1. CP.R.!: (lh''le~
,~og.'\1
t STlta of M",U"'1 ..lA.rvl l\.~l.. H o~l:
PA.~ p" D FI~Mlt.''''\'' ~"F"'/J() .. C~ti ",,.,T 6f.) 311.1. . Is'
':!.. Bfll e ...\.~ ISV"i H p.p.\~ r:s , ~tJ c... "1. VD
I \ K7, ~ b
I-t \0'
r.
TOTAL (Alia onlor an lino 5, Roea ilulalian) S II, l> lOo . '7 ~_
tAllach addilionol 8"'- )( II- ,h..1I if mo,. 'pac, I, n,.ded.)
ItV.ISlI... ''''I
. .
'*'
COMIoIONW'AII" 01 "NNI'lVANIA,
'NNIIllAHC. II.J '''UtN
IUIDfN'OIC,DINr
J
SCHEDULE J
BENEFICIARIES
ESTATE OF
Ill: _UlC e
ITEM
NUMBER
FILE NUMBER
I1,-C~DU".-N,~(,L-
~1=-'fL::.() ~-H
AMOUNT OR
RELATIONSHIP SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
A. Ta.abl. Btqutlh:
I.
J. eu.~t)..}o\ J,.,~C~LN Si,
aU) ,4'. "'~ Or.) \ f,..
/7C/h
Bt'~
Fp',eAJD
nl..L
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Cha,irobl. ond Gov.,nmenral Bequelts:
I.
I
TOTAL CflARITABlE AND GOVERNMENTAL BEQUESTS (Aha .nler on I;n. 13, Rocapi'ulal;an) S
(If mo,. .pace II n..dld, 'n",1 additlonal.h.... or lam. 11111
..-- '..,
It.: _ I ) ~ ,"
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAHES
INli[RIlANC[ UlC DIVISION
DEPT. Z8DbOl
HARRISBURC. PA 171~a'ObOI
NOIICE OF INHERITAHCE IAH
APPRAI~EMENI, ALLOWANCE OR DI~ALLOWANCE
OF DEDUCIION~ AND AS~E~~MENI OF TAX
ROBERT E MYERS
100 YORK RD
NEW CUMBERLAND
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
COUNTY
ACN
PA 17070
04-14-97
ODONNELL
01-28-96
21 96-0424
CUMBERLAND
101
AlI10unt Renit hd
to,-
~*
I".lhllll" III.HI
BEATRICE
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiiv=i5r.TEX-"j:p-iiii-=97Y-iioYicE--On-NHERiiAifcE-YAiOipiiiiA"isEHEiir-;-"L'LOWANCE-b-R"-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF ODONNELL BEATRICE M FILE NO. 21 96-0424 ACN 101 DATE 04-14-97
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. Anount of Line 14 at Spousal rat. C15J
16. Anount of lin. 14 taxable at Lineal/Class A rat. (16)
17. Anou"t of Line 14 taxable at Collateral/Class Brat. (17)
lB. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule AI
2. stocks and Bonds (Schedule 8)
3. Closely Held stock/PartnershIp Interest (Schedule C)
4. Hortg.gas/Notas Raceivable (Schedule OJ
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
&. Jointly Owned Property (Schedule F)
7. Trensfers CSchedule G)
8. Totel Assets
III
121
(3)
141
151
Ib)
171
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses CSchedule H) (9)
10. Debts/Hortgage Liabilities/Liens CSchedule I) (10)
11. Tot.l Deductions
12. N.t V.lue of Tax Return
13. Cheritable/Governnental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
DISCOUNT I-I
INTEREST/PEH PAID I-I
CHANGED
.00
.00
,00
.00
4,650,72
.00
.00
IBI
4,650.72
.00
1111
1121
1131
1141
.00 X .00=
,00 X .06=
.00 X .15=
1181
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure prOper
credit t~ your account,
subnit the upper portion
of this forn with your
tax pay"ent.
4,650.72
4.6~n 7'l
.00
.00
.00
.00
.00
.00
.00
.00
,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" ICAI, YOU HAY BE DUE
A REFUND. SEE REVEASE SIDE OF THIS FORM FOR INSTRUCTIONS. I
r-r-
. -'" ~ .~
'J.
RESERVATION: [Itet.. of decedents dying an or bofor. OeC..b.r IZ, l~aZ -- If any future Inter..t In the ..tat. I. transf.rred
In Po.....lon or enJoy..nt to Cia.. a lcollel.ral) blneflclarl,. of thl dlcldent .flor thl ..plt.tlon of any ..tat. for
11f. or for y.ar., thl Co..onwealth heteby ..pr.ssly te.orv.. thl right to appralsl and a..... transf.r Inherltancl T..I.
at thl lawful Cl.l. B (collateral) rate on any such futuro Int.r..t.
PURPOSE OF
NOTICE: To fulfill thl reqult...nts of Slctlon 2140 of thl Inherltancl and [Itat, Ta. Act, Act 21 of 1995. e7Z P,S.
Slctlon 9(40),
PAVHEHT: O.tach thl top portion of this Hotlel and sub.lt with your pay..nt to thl Register of willi printed on thl rev.r,. ,Id..
""ako chock or .onoy order payable to: REGISTER OF MILLS, AGENT
REfUND (CR): A tefund of a tax crodlt, which was not roquosted on tho Tax Return, .ay bo r.questld by co.plotlng an "Application
for Rlfund of Ponnsylyanla Inhorltance and Estate la." (REV-1313J. Applications aro ayallabl. at tho OffiCI.
of thl Roglst.r of Wills, any of tho 21 Reyenul District Dfflcos, or by calling tho sPlclal Z4-hour
answorlng sorylco nu.ber. for for.. ordlrlng: In Plnnsylyanla 1-800-36Z-20~O, outsldo P.nnsylyanla and
within local Harrisburg aroa (117) 181-8094, TOOl (117) 712-22~2 Ol.arlng I.palrod Only'.
OBJECTIONS: Any party In Inter.st not .atlsflld with tho appralse.ent. allowance or disallowance of d.ductlon., or as.oss.ent
of tax (Including discount or Intlrost' .s shown on this Notlc. .ust Object within sixty (60) days of r.celpt of
this Notlco by:
--wrltton protost to tho PA Depart.ont of R.y.nuo, Board of App.als, D.pt. 281021, HarriSburg, PA
--eloctlon to hayo thl oat tor dotorolnld at audit of the account of tho personal repros.ntatly.,
--appo.1 to tho Orphans' Court.
17128-1021,
OR
OR
ADHIN
ISTRATlYE
CORRECTIDNS:
Factual orrc'r. dlscovorod on thll aSI.ss.ont should be addross.d In writing to: PA Dopartoont of Rovenuo.
Bureau of Individual laus, AllN: Post An.noent ROIII.w Unit. D.pt. 280601, tlarrhburg. PA 17128'0601
Phono (117) 781-6~0~. S~~ page ~ of the book lot "Inltructlons for Inhorltance Tax Roturn for a Rosldont
Ooc.dont" IREY-ISOI) for un o.planatlon of ad.lnl.tratlvlly corr.ctabl. ottors.
OISCDLtlh
If any tax duo I. paid within thr.e (3) cal.ndar oonths aft.r tho doc.dont'. doath. a five porc.nt (S~) discount of
thl tax paid Is allowed.
PENAlTY:
T~. IS~ tax aonosty non-participation ponalty I. cooputod on tho total of tho tax and Intorost assos.od, and not
P.ld b.for. January 18, 1996, the first day aft.r tho .nd of tho tax a.nosty p.rlod. This non-participation
p.nalty Is appoalabl. In the sa.o .annor and In tho tho sa.o tl.. period as you would app.al tho tax and Intor..t
that ha. bo.n asses sod as Indicated on this notlco.
INTEREST I
Intore.t Is char god b.glnnlng with first day of dollnquoncy. or nln. (9) .onths and one (I) day fro. the dato of
d.ath, to tho dato of pay..nt. Ta.os whiCh boca.o dollnquont bofore January 1, 1982 bear Inter.st at the rat. of
six (6~' porc.nt por annu. c.lc~latod at a dally rat. of .00016~. All ta.os which boca.. dellnquont on and .ft.r
January 1, 1982 will boar Intere.t at a rato which will vary fro. cal.ndar yoar to calondar year with that ratl
announc.d by tho PA Dopart.ent of Rov.nuo. 'he applicable Intor..t tates for 1982 through 1991 aro:
~ Inte,.tt Rllte DAIlY Intornt Fllctor ~ tnlornt Rat. Dally Inla"st Factor
1982 20% .DOOSo~8 1987 9% .000247
1983 1&% .000~38 1988-1991 11% .000~01
1984 11% .000301 1992 .~ .DD02~1
1911S 13;( .0003So6 1995-1Q94 ]X .000192
19116 lU .DODU" 19Q5.-1997 ., .0002~7
"Intorut is calculat.d .. follows:
INTEREST = BALANCE OF rAX UNPAID X NUNBER OF OAYS DELINQUENT X DAILY INTERESr FACTOR
--Any Notlco Is.uod aflar tho tax b.coeo. d'llnquent will rofloct nn Int.ro.t calculation to flft.on (ISo) day.
b.yond tho date of the ass.ss..nt. If pay.ent It ,"de nftor tho Int.rO'1 co.putatlon date shown on the
Notice, additional Intere.t .ust b. calculat.d.