HomeMy WebLinkAbout96-00612
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Oath of Personal Representative
Commonw.al\h 01 P.nn~nla
County 01 Cumber land
Th. p.liUoner(s) above. named lWBBr(S) or affirm(s) thai \hB l1atBmems In \h. IortOO1ng PItllJDn aretNB
and correct to \hB best olthB knowtBdge and beDBI 01 PeUUonBr(s) and that, IS per50llal flprBunlalive(s) 01
III Dtctdenl, p.UUoner(s) v.in weD and tNly adnl~stBr \he .staleaC(l)rding 10 ",. ,_ ~
&worn 10 or allirmed and subscribed . ..I"~~(." ( 5f t(/Hf t.:J. c:.7f' 4/1'1. )~l
b<<Iol'B ""'" \lIl~ 7Tll lSa)' 01 ~
~UGUST 'e~ C(f.J(()f3/Q 1111 S' Injrkor
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MARY C! LE ,IS For the ReglstBr " t,
No.
21 " 96 - 612
EstB1e 01 Peter G. Truckor Deceased
SoclalSecurltyNo: 272-40-9171 Date of Duth: December 12, 1995
AND NOW, AUGUST 8. . 19 96 . In consideration
of the Petition on 1hB reverse side hBrBon, aalislaClory prool hBvlng beBn presBmed belDre me,
IT IS DECREED thaI Letters [J Testamemary Q Of Admlnlstration
1,&Al..I..&.;~toI,O#I/IItItJwl'W.""""'~
are hereby gramed to
Georgiana S. Truckor
In the Bbove e51ale and Ihallhe lnsINmBm(s) daled November 23. 1983
described In the Petilion be admitted 10 probalB and filed of record as \lie last WiD of DecBdent.
FEES
LBtters ..................... I
Short CBrtificale(s) .... S
RBnuncialion ......._... I
Atfi d a vtts ( ).............. S
Extra Pages ( ) ..-..... I
Coddl .................,...... I
')c:P Fee ...................... .
Irwentory .................. .
C>ther ....................... .
TOTAL _.......... .
60.00
15.00
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LD. No:
,4QQ,
1802 Market Street
Camp Hill, PA 17011
(717) 730-9878
6.00
Add,u.:
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Telephone:
86.00
f<oo,T,'RW.lP~2 "2
Prt;.a.'~ t, r. Pt4'V\IINL"I4 8&' A...,ooi&:lCll"\ U1G,
Mailed letters and order to attorney'on 8-8-96.
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!?rJ;,. j) ;/utr/tl/
. PETER G. TRUCKOR
COMMONWEAL'm OF PENNSYLVANIA
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ss
COUNTY OF CUMBERLAND
I, PETER G. TRUCKOR, Testator, whose name is signed to the
attaohed or foregoing instrument, being duly qualified acoording to law,
do hereby aoknowledge that I signed and exeouted the instrument as my last
Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purpose therein expressed.
Swom or affirmed to and aoknowledged before me, by PETER G.
'ROCKOR. th, ,,,toto,, thio 21" l~r RW'".ber, ,19063. I
1'IZJ:.rJ-.~
/ ota.ry Publio
My Commission Expires: 8/10/85
The preoeding instrument, oonsisting of this and one (1) other
typewritten page, identified by the signature of the Testator was on the
date thereof signed, published and declared by PETER G. TRUCKOR, the
Testator therein named as and for his last Will and Testament, in our
I presenoe of each other, have hereunto subscribed our names as witness.
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~esiding at
107 St. John's Churoh Road
Suite #2
CBJDl) Hill. PA 17011
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II Residing at
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107 st. John's Churoh Road
Suite #2
Camp Hill. PA 17011
.IAt.rEK )(. 1I"C'11
AnORNEY A"O
COUNULOR At LAW
10'7 'T. JOltN'.
CIIURCIl AD
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i AFFIDAVIT
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II" COMMONWEALTH OF PENNSYLVANIA
II COUNTY OF CUMBERLAND
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WE, James M. Bach, Esquire and Albert D'Al(Ostino
, the wi tneooes whose names are oigned to the attached or foregoing instrument,
being duly qualified according to law, do depose and s~ that we were present,
and saw the Testator sign and execute the instrument aD his last Will; that
1
he signed willingly and that he executed it no his free and voluntary not for
II the purpose therein expressed; that each of us in the hearing and sight of
i the Testator signed the Will as witnesses; and that to the best of our
I, knowledge the Testator was at that tilOO 18 or more years of age, of sound
I! mind and under no constraint or undue influence.
11 Sworn or affirmed to and BU~SC2f~ to tO~ me by f-:-
i ib _A. J.. -'7,"1 ~ -'~ and U/!f/Jt2-t- .062 cjJo~ I:l ,
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I wi t!\isses, this 23rd of November, 1983.
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Notary Public
ion Expires: 8/10/85
JAMrJII &1. ]l.Af'lt
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FIRST AND FINAL ACCOUNT WITH PROPOSED DISTRIBUTION OF
Georgiana S. Truckor, Executrix
for
Estate of Peter G. Truckor, Late of Hampden Township,
Cumberland County, Pennsylvania, Deceased
File No. 1996-00612 PA No. 2196-0612
Date of Death:
Date of Executrix's Appointment:
Date of First Advertisement:
Patriot News - Metro West
Cumberland Law Journal
Last Date for Advertisement:
Accounting for the Period:
December 12, 1995
August 8, 1996
November 19, 1996
November 22, 1996
May 12, 1997
December 12, 1995 to
Present
Purpose of Account: Georgiana S. Truckor, Executrix, offers this
account to acquaint interested parties with the transactions that
have occurred during her administration.
The account also indicates the proposed distribution of the
estate.
It is important that the account be carefully examined. Requests
for additional information or questions or objections can be
discussed with:
,~/~L/
Thomas M. Devrln, Esquire
I.D. 1134993
1802 Market Street
Camp Hill, PA 17011
(717) 730-9878
,
Fun.ral Expens.s
Nell Funeral 1I0me and $ 9,757.00
Cemetery Gate of !leaven
$ 9,757.00
Admini.trative Expen...
Advertising Costs $ 115.60
Register of Wills 442.00
Exemplified Records 33.50
$ 591.10
r.deral and stat. Tax.s
PA Inheritance Tax $ 0.00
$ 0.00
r... and Com=ts.ions
Attorneys Fee to Thomas M. Devlin $ 650.00
$ 650.00
Total Disbursements $ 10,998.10
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Georgiana S. Truckor (Wife) - 100%
$110,985.88
COMMENTARY AND DISCLOSURE
GEORGIANA S. TRUCKOR, Executrix, under the Last Will and Testament of
Peter G. Truckor, deceased, hereby declares under oath [penalties of perjury]
that she has fully and faithfully discharged the duties of her office; that
the foregoing First and Final Account is true and correct and fully discloses
all significant transactions occurring during the accounting period; that all
known claims against the estate have been paid in full; that, to her
knOWledge, there are no claims now outstanding against the Estate other than
that disclosed; and that all taxes presently due from the estate have been
paid.
Subscribed and sworn to before me this
1997.
r ~?,;tr/~ A/
Notary Public .
...!Jg day of
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(SEAL)
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DIVISION
FILE NO. 1996-00612
PA NO. 2196-0612
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COUNTY
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LATE OF
ESTATE OF PETER G. TRUCKOR
HAMPDEN TOWNSHIP, CUMBERLAND
PENNSYLVANIA, DECEASED
FIRST AND FINAL ACCOUNT WITH PROPOSED DISTRIBUTION.
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7Thomas M. Devl n
Attorney At law
1802 Market Street
Camp Hill, PA 17011
(717) 730-9878
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'OR DATlS 0' DIAIH AmR 12/31/91 CHICK HIRI
If A SPOUSAL
POVIRTY CUDIT IS ClAIMID 0
fill NUMBIR
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COUNTY CODE
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COMMONWEAlTH Of 'ENNSYlVANIA
DE'A.tMENt Of I(VENUE
DE PI. 21060 I
HAU1$lUIl.O,'A 111:21.0001
Ol(tDlN1'S NAMl IlA$ . 'IR", AUD MIDDU I,,"IIlA',
Truckor. Peter G.
'~;L~'~~'~~;;'; 1 DA~'20~D;A~~9 5~~';';;1;;~~
I" "'''IC''IIII 'UhlVIHQ ,PO\,I\I ''''''''Ill''''. ,.1" ""0 "'.Oolllllll'''II $OCI", $leu.IIl NUMIlR
17055
2196-0612
O~J 2 YEAR 1996
NUMBER
lJlClO(NI'$ (OM'U t ADDUU
3601 Alberta Avenue
Mechanicsburg. PA
CO","I Cumberla,nd
AMOUN' If(lIVlD Int IU$UUCIlONSI
Truckor. Geor
6U I. Original R.lurn
o A. limit.d E,tal.
~6,
iana S.
295-36-1029
03.
05,
R.mainder R,lurn
(IDr dol.. of d.alh pria, 10 12.13.821
ftd.rol E,lal. Tax R.turn Required
o 2. Supplemonlal Relurn
o 40, FuMe Inlore'l Compromise
liar dOl" of dlolh oller 12.12.82)
D.ud.nt Di.d T"lal' 0 7. Decldenl Mainlained a living Tru't
(Attach copy of Will) (Allach copy of Trull)
ALL.CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAM! (OMPUl( MAiliNG ADDlfSS
Thomas M. Devlin. Esquire 1802 Market Street
I("'HON' NUM'" Camp Hill. PA 17011
_ 8, Total Numb" of Sofo O.palit BOIl.flI
(11_~.t120 .00
(21__ 0.00
(3) 0.00
141 O. 00
(51 55.733.98
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L R.al Ellalt (S,hedule A)
2. Slo,kl and Band, (S,hedule B)
3. Cloltly Held SlocklPor1nenhip Inllflll (Schedule q
A. Marlgag.. and NOIII R".ivobl. (Schedul. D)
5. COlh, Bank D'polih & Miscellaneous Penonal Properl)'
(S,h.dule EI
6. Jointly Own.d Property (Schedul. F)
7. Trand". (S,hedule GIIS,hedul. II
8. TOlal Groll ASlen (10101 line. 1.7)
9, Fun.rol ExPI"it', Adminillrali.... Call', MilCellanuoul
E~p.nlu (Schedul. H)
10. Debll, Mortgage liabililill, lienl ISchedule I)
11. Total D.ductions IIolallinll9 & 10)
12, N.t Valu. of ESlclt lline 8 minul line 11)
13. Charitable ond Governm.nlal eequtlh (Schedul. JI
lA. Nel Valu. Subjecl to Tox (lin. 12 minus line 13)
15. Spousal Tron.f." (for dol II of dealh aher 6.30.94)
See Inlfructionl far Ar.Plicobl. Perc.nlogo on Rn""
Sid.. (Indud. volues tom Sch.dul. K or Schedul. M.)
16. Amount of line 14 loxobl. ot 6% rol.
(lnclud. valulS from Schedule K or Schedule M,l
17. Amount of line 1A laxabl. 01 15% role
(Indud. volu" from Sch.dul. K or Schedul. M.l
18. Principal lax due (Add tax from Un.. IS, 16 and 17,)
19. C"dill Spoulal Pav.r1y Credit Prior Paymanll
+
+
0.00
0.00
(61
(7)
(8)_ 121.983.98
14.323.10
(91
1101_~/_0_00 .00
(11) 57.323.10
112) 64.660.88
0.00
(13)
(14) 64,660.88
)C._a 0.00
X ,06 = 0.00
)( .15 :I 0.00
118) 0.00
(19) 0.00
(20) 0.00
(21) 0.00
(21A) 0.00
(218) 0.00
1151 0%
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OilCounl
Intertll
20, If line 19 is gr.ater than line 18, .nler the diff.rence on line 20. Thi, i. Ihe OVERPAYMENT.
aD
Check here if you are requeltlng D rofund 01 your ovorpoymanl.
21. If lint 18 II great.r than line 19, enler the difference on line 21. Thil ilthe TAX DUE.
A. Enter the interllt on Ihe bolante due an line 21 A.
B. Enter the 10101 of line 21 ond 21A on line 218, Thil i, the BALANCE DUE.
Make Ch.ck Poyobl. 10: bglller of Will" Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
'Jnder penahies of perlury, I declar. that I have uomin.d Ihil relurn, including accompanying Ich.dulel and Ilalemenll, and to the belt of my knowl.dge ond belief,
I il true, correct and compl'I', 1 declore thai 011 real eltole ho, been reporled 01 true market ",alu.. D.c1aralion of preparer olher than Ih. penonol reprellnlative i,
~a' don 011 information of which preporer hal any knowl.dge.
51 UIU Of 'USON RU'ON$ If '01..fllING RflURN ~Dll:U$ DAn. ~ / /)
. tJ/) It. ."L f',(' f,.z.(J: ~- r f1
IU OlHfll: tHAN R ((N'A'IV ADDIU$ DAlf
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, Act #48 of 1994 provld.. for Ihl rlductlon of Ihl lox ralulmpo,"d on Ihl nIl valul of Iran.II" 10 or lor
Ihl U'" of Ihl 'POU'". Thl roll' a. prl.crlbld by Ihl .Ialull will bll
I 3% (.03) will bl appllcabll for 1"011. 01 dlcld.nll dying on or altlr 7/1/94 and bllorl 1/1/96
I 2% (.02) will bl appllcabll for 1"0'1. 01 docodents dying on or altlr 1/1/96 and bllorl 1/1/97
I 1 % (.01) will bl appllcabll lor 1"0'01 01 dlcldents dying on or al'"r 1/1/97 and bllorl 1/1/98
I Spou.al Irandl" occurring on or al'or 1/1/98 will bo ox.IIII1' from Inherltancl lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedenl moke 0 tronsler and:
a. reloin Ihe use or income ollhe property transforrod. """"''''''"...............,.......................
b. retain the right to designate who sholl uso tho properly Irans/orrod or il. Income, ...............
x
x
c. retain a reversionary interest; or ....,.......,..............,......,.............,..................................
x
d. receive the promise for life of either poymonts. bono/its or coroi .............,..,...............,......
x
2. If dealh occurred on or before Decembor 12. 1982. did docodonl within two yoar! preceding
death transfer property without roceiving odoquolo con sid oration' If doolh occurred after
December 12, 1982, did decedent Iransfor proporly within ono yoor of death Wllhout receiving
adequate consideralion' ..............,................ ........................,.. .....,. ..................................
x
x
3. Did decedent own an 'in trusl for' bonk accounl at his or hor dOOlhL..................,.................
x
IF nu~ 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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COMMONWIAl TIt \~ f'ENN8YlVAtaA
lNlfERlfANCl fAX HEtUftU
REIIOtHtOCCEotHf
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF
PItI... Print Of Typo
FILl! NUMBER
Peter G. Truckor
2196-0612
(All property jolnUy.ownad wllh Ih. Righi olSurvlvorlhlp mull be dlacloaad on Schad"le F.)
ITEM
NUMBER
DESCRIPnON
VALUE AT
DATE OF DEATH
1.
Decedent's residual employment benefits
11,163.53
3.
Intangible personal property from the
decedent's Ancillary Estate
Mellon Bank C.D.'s
Account number 00065957
Account number 00000572
13,743.60
2.
l7,S58.79
13,267.98
TOTAL (Also enler on line 5. Recapitulallon)
$ 55,733.90
W molll space Is needed, Insert edcJtlonel sheets of seme size,}
""1-'''111-.
COMMONWEAl1.10f' PENNSnVAtM
INHERITA'4:e lAX HE1URN
RESID('" lXCEOCNT
SCHEDULE F
JOINTL V.OWNED PROPERTY
ESTATE OF
FILE NUMBER
Potor G. Truckor
2196-0612
Jolnlll..nlll):
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
Wife
A.
Gootgiana 5. Truckor 3601 Alberta Avenue
Mechanlcnburg, PA 17055
(Joint tenants by the entirety)
B,
C.
Jolnlly-owned property:
LETTER
ITEM FOR DATE
NUMBER JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET II INT. DECEDENrSINTEREST
1. J... Personal Residence 110,000 100% 0.00
3601 Alberta Avenue
Mechanicsburg, PA 17055
2. J... Personal property 15,000 100% 0.00
Household items
3. J... 1995 Saturn 15,000 100% 0.00
4. A. 1990 Chevy Corsica 2,500 100% 0.00
5. J... 1989 Chevy Cavalier 850 100% 0.00
TOTAL (Also enler on line 6. Recap~ulallon)
$ 0.00
(II mom spsce Is needed Insert edcffionel sheets olseme size)
""'''''''UI''
COMMONWEAL 1 ~ OF PENNSYlVANIA
~RnAN:ETAXRETURN
RESlOEf.f DECEDENT
SCHEDULE G
TRANSFERS
PicaN Print or Typo
ESTATE OF
FILE NUMBER
Peter G. Truckor
2196-0612
nUl SCHEDUU! MUST Be: COMPl.!TED AND fiLED I' THE ANSWER TO ANY or THE QUE.TICHI ON THE REVERIE SiDe or THI COVER &HEIT II YEa.
DECD.
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE II
NUMBER _.....d........_....,.,...........,d_td.lwdt""r., OF ASSET INT.
DOLLAR VALUE
OF DECEDENT'8
INTEREST
1.
N/A
TOTAL (Also enler on line 7. Recapitulation)
$
-0-
(If more .psco Is n..d.d In.olt a_n.' shoot. of .am. silO)
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Ii Im...S.. I direct that f1q parlonal nprallntaUvlI, &8 VIll a.
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!! tho1r IUOOlllorl, lhall not bl raquired to glVl bond tor the talthtUl
II p.rt011ll8llOe ot their duUII 1n IJll .lur1od1oUon.
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. PETER G. 'l'ROCICOR
COH!lJllllE1L'IlI or m!lIIllYLVAII11
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o D1JII'l'l' or COIlIlEIlLAllD
I, PE'lER G. 'l'RUC1OR, 'l'e.tator, vho.. name 10 .ignad to the
attach.d or torasn1ng 1natrumant, b.1ng duly quaUt10d ""oord1ng to lav,
do har.b;r aolalovled8e thet I .lgned and exeouted tha 1natxullllnt a. IllY la.t
" lIilll that I a1llll8d 1t vUl1ng~1 and that I a1gn.d it aD IllY tree and
Ii voluntar;r lOt tor tha purpo.. th.raln expr....d.
d
"
Svom or att1rlllad to and aola>lvled8ed b.tor. 1ll8, b;r PETEll G.
TRUCKOR, the Te.tator, thlll 211'd d ot Ilovember, 19. 3.
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IV Com..lon Expire., 8/10/85
"
II 'lb. preo.d1ng 1natrument, oonai.UIlg ot thi. and on. (1) other
I! typewritten poge, identitied b;r the a1gnature ot th. Te.tator VaD on the
li date th.raot .i&nDd, publ1abed and d.olared b;r PETEll G. 'l'ROCKOR1 the
" Te.tator tber.1n named as and tor biB la.t IIUl and Te._nt, 1n our
!I pr..enc. ot e""h other, bav. h.reunto .ubsorib.d our name. a. vim...
"
Ik_L ~ ~L6
(j ~.a1d1ng at
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ii a1J~ irlt-~
Ii R.a1d1ng at
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107 St. Jchn'. Churoh Road
SUite 12
CIUIIll Hill. PA 17011
107 St. John's Church Road
SUit. 12
CIUIIll Bill. PA 17011
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AnOIl..n ."D 11
COV'UUOII lIT ...... II
Ig,.t.JOMIII'. " -2-
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07-21-97
TRUCK OR
12-12-95
21 96-0612
CUHBERlAND
101
1=~=A"O"U~~R'"W.'d~=~
HAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifE'y: is'47 'Eif' AFij'ioi': 97"i 'NOT iCE"oF' 'iNHEif i i' AN'CE 'r'Ax . il'ppRA iSEifEiii'~'. ALl'oWAN'CE' ijlim ...... --.... -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
PETER G FILE NO.21 96'0612 ACN 101
TAX RETURN WAS: I ACCEPTED AS FILED ( XI CHANGED SEE
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.
ASSESSHENT OF TAX:
15. A~ount of Line 14 at Spousal rate liS)
16. AMount of line 14 ta~abl. at Line.l/Cla.s A rat. (16)
17. AMount of Line 14 t.xable at Collateral/Class Brat. 1171
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
IS--'" //f- J
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INIt!IUtANCl tu UIVl510H
[)(PI. ~AObOI
IIARRI5IURC, Iii 111:'8.0.01
NOTICE nF INIIERIIANCE lAX
APPRAISEHENI. ALLOWANCE OR DISALlOWAHCE
Of DEDUCTIONS AND ASSESSHENT Df TAX
THOMAS H DEVLIN
1802 HARKET ST
CAHP HIll
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
ESQ
PA 17011
ESTATE OF TRUCKOR
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Est"e ISchedul. AJ 11)
2. Stocks and Bondi (Schedule 81 (2)
3. Closely H.ld Stock/Partnership Interest ISchedul. C) (3)
4. Mortgage./Notes Receivabl. ISchedule OJ (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ CS)
6. Jointly Owned Property ISchedul. F) 16)
7. fransf.rs (Schedul. GI (71
8. Total Asset.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule HJ 191
10. Debts/Mortgage Liabilities/Liens (Schedule II 110)
11. Total Deductions
12. Net Value of Tax Return
13. Charit.ble/Govarnnent.1 Bequests (Schedule JJ
14. Net Value of Estat. Subject to Tax
NOTE:
RECEIPT
NUHBER
DISCOUNT l+ I
INTEREST/PEN PAID (-I
.00
.00
.00
.00
55.733,98
.00
.00
(81
14,323.10
43.000.00
(Ill
1121
1131
1141
.00
.00
.00
X,OO=
X .06=
X .15=
I1BI
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( , ~.'{l
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.1I,h'II.I, III ".
PE TER
G
DATE
ATTACHED
07'21-97
NOTICE
NOTE: To in sur. proper
cr.dit to your account,
subnit the upper portion
of this forn with your
tax paynent.
55.733.98
~7,3n 10
1,589.12-
.00
1,589.12,
.00
.00
.00
.00
.00
.00
.00
.00
If TOTAL DUE IS lESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION1 E.t.t.. of d.c.d.nt. dying on o~ b.for. D.ca.b.r 12, 1912 -- If any future Int.r..t In the ..t.t. I. tran.f.rr.d
In po.....lon or .nJoy..nt to Cl.,. B (collat.r.l) b.neflclarl.. of the d.c.d.nt aft.r the .xpl~atlon of any ..t.t. fo~
Ilf. or for y.ar" the Co..onw..lth h.r.by .xpr...ly r...rv.. the ~Ight to .pp~.I.. .nd ...... tr.n.f.r Inh.rltanc. T.x..
.t the I.vful CI... B (coll.t.rlll r.t. on any .uch future Int.r..t.
PURPOSE OF
NOTICE I
PAyftENTI
REFtltO (CA)I
OBJECTIONS I
AD'UN
ISTRATlVE
CORRECTIONS I
DISCOlIfTI
PENAL TVI
INTEREST I
To fulfill the r.qul~...nt. of s.ctlon 21~0 of the lnherltanc. .nd E.t.t. T.x Act, Act 21 of 1995. (72 P.$.
S.ctlon 9IU).
D.t.ch the top portion of thl. Notlc. .nd .ub.lt with your p.y..nt to the A.vl.t.r of Willi prlnt.d on the ~.v.rl' Ilda.
-""ak. ch.ck or lon.v ord.r payable to: REGISTER OF MILLS, AGENT
A r.fund of a tax cr.dlt, which wa. not r.qu..tld on the Tax R.turn, .ay b. r.qu'lt.d by c~pl.tlno an "Application
far R.fund 0' P.nn.ylvanla Inh.rltanc. and Eltat. Tax" (REV-ISIS). Application. ar. avall.bl. at the Of'lc.
0' the R.allt.r 0' Will., Iny of thl 2S R.vlnu. DI.t~lct Of,lc.I, o~ by cllllno the .p.cl.l 2~-hour
an.w.rlna ..rvlc. nuab.r. for 'or.. ord.rlna: In p.nn.vlv.nl. 1-100-S62-2050, out.ldl P.nn.ylvanl. and
within local H.rrl.burg .r.. (717) 7a7-B09~, TOO' (717) 772-2252 (H.arlna I.palr.d Only).
Any party In Int.r..t not .atl.fl.d with the .ppr.I....nt, allowanc. or dl.allowanc. 0' d.ductlon., or .......ant
of tlX (Including dl.count or Int.re.t) .. .hown on thl. Notlcl au.t obJlct vlthln .Ixty (60) day. of rec.lpt of
this Notlcl by:
--written prot..t to the PA Olpart.lnt of R.venu., Board 0' App.al., Dept. 2BI021, Harrl.burg, PA
--.l.ctlon to have thl .att.r d.t.raln.d at audit 0' the .ccount 0' the p.rlonal ~Ipr"'"tatlv.,
--app.al to thl Orphan.' Court.
17128-1021,
OR
OR
factual .rror. dl.cover.d on thl. ........nt .hould bl .ddr....d In wrJtlng tal PA D.part..nt of R.v.nu.,
Bureau 0' IndlvJdual T.x.., ATTNI Po.t A.......nt Rlvl.w unit, Dept. 210601, Harrl.burg, PA 17128-0601
Phone (717) 787-6505. S.. pag. 5 of the bookl.t "In.tructlonl for Inh.rltanc. Tax R.turn fo~ . R..ldant
D.c.d.nt" (AEV-1501) for .n .xplan.tJon of ad.lnJ.tr.tlv.ly corr.ct.bl. Ir~or..
I' any tax due I. paid within thr.. (3) callnd.r IOnth. aftar the dec.d.nt.. d.eth, . fJv. p.rc.nt (5X) dl.count of
the tax paid JI allow.d.
Th. 15X tax .-nl.ty non-pa~tlclpatlon p.nalty I. coeput.d on the total 0' the tax and Int.r..t ......ed, end not
paid b.for. January la, 1996, the flr.t day .,tlr the .nd of the tax aanl.ty p.rlod. Thll non-partlclp.tlon
plnalty II app.alabl. In the .... .annlr and In the the .... tl.. p.rlod a. you would app.II thl tax and Intlrl,t
that ha. blan .......d ., Indlcat.d on thl. not Ie..
Int.r..t I. cha~a.d baglnnlng with 'Ir.t day of d.llnqu.ncy, or nln. (9) .onth. and one (1) day 'roe thl data of
d..th, to the date of paYlant. Tax.. which bec... d.llnquant b.for. January 1, 1982 b.ar Int.r..t at the ~.ta 0'
.Ix (6X) p.~c.nt p.~ annul cllculltld It I dell, ~eta 0' .00016~. All tIX" which b.ca.. d.llnquent on and Ift.~
Janul~y 1, 1982 will b..r Int.~..t It . ~at. which viii VI~y fro. CII.ndlr y.a~ to caland.~ YI'~ with that ~.t.
announc.d by the PA D.p.~t..nt 0' R.v.nu.. Th. appllc.bl. Int.rl.t ~.tl' for 1982 through 1997 .ral
'!!!! Intlrast Rat. Cally Intlr..t flletor !!!! Inter..t R.t. Dally Int.r.1t f.ctor
1912 ZOX .000548 1987 'X .000247
1985 lOX .00001 1981-1991 IlX .00nOl
198~ IU .000501 199Z OX .D002U
1915 UX .000356 1995-1994 7X .000192
1986 lOX .00027~ 1995-1997 'X .00OZlt7
--Int.~..t Is celculat.d .. 'Ol1~'1
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d I't.r the tax blCo.., d.llnqu.nt will ~.fl.ct an Int.~..t calculation to fl,t..n (15) d.y.
b.,ond thl d.t. 0' tha ........nt. If pay..nt is .Id. aft.~ the Int.r..t coaput.tlon data shown on the
Notice, IddltJonal Int.,..t IN.t bl calculat.d.
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