HomeMy WebLinkAbout96-00664
PETITION Fon PlwnATE und (;I{ANT OF I.ETTlmS
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lIf dOlllil'ikd ill Pol,) All I'e"ollalI'rol'ellY
(If nOI dOl1lil:ikd in Pa.) PCf\unall'ropcny in PI.'I1I1,yl\'ania
(It IWI dOlllkikd ill POl.) Pcr\ollal propl'rty ill COUIlIY
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OATil OF PEI{SONAL l{EpnESENTATlVE
CO:\l'\IO:\\\"EAI.TII OF I'E:\:\S\'I.\'ANIA I '.
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COl'\T\' OF ~ <-1m t'..- H,f,U)
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I hl' 1'\"'litiolll'll'" a(ll)\l'-l1allll'd "l\\l'i1lb) or affirm("l} Ihallhl' "1;,lIl'I11Cllh in thl' hHl'goillg pctition arc
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15- 1..))- 111
No. ?1 - 96 - 664
Esllllc of
L/.ICIIRb/.5 'I '&:'1/<'/,1//'
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. I>cccllscd
I>ECHEE OF I)HOUATE ANI> GHANT OF LETTEHS
AND NOW AUGUST_2!L___. 19.~2Ji__, iR consideratiDnof Ihe pelition OR
Ihe reverse side hereof, salisl:lctor)' proof having heen presented hefore me,
IT IS DECREED Ihalthe inslrulllent(s) dated APRIL ~8. 19~5
descrihed therein he admilled to probate aRd filed of record as the lasl will of
LUCARDIS Y NOVOTNI
TESTAMENTARY
ROBERT H NOVOTNI
and lellers
arc hereby grallled 10
d 7' /l (')L ~
' r .'1J).lum,]T;!)J .
RC'gnlcr of Wills
MARY C. LEWIS
FEES
Probate, Lellers, Etc, """'" $ 25.00
Short Certificates( 2) , , , , , , , , ,,$ B. 00
~lI\cialion """""""" ~ ; . 00
TOTAL _ S 36.00
Filed "" ,~~~~,S,~ , ,2~, , ~ ~~,~ , , , , , , , , , , , ,
ATIOKNEI'(Sur, 0, I.D, No,)
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Mailed letters and order to Executor on 8-30 -96
21 - 96 - 664
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21 - 96 - 664
REGISTER OF WILLS 01' COUNTY
OATH 01' sUnSCRIIUNG WITNESS
codicil
(each) a subscribing witncss 10 Ihe will presented herewith, (each) being duly qualified according 10
law, depose(s) and say(s) Ihal presenl and saw
the lestal , signlbe same and Ihlll ,igned as a witness atlhe
requesl of leslal_ in h_ presence and (inlhe pre,ence or each other) (inlhe presence or the
Olher subscribing wilnes;(es)).
Sworn 10 or affirmed and snbsnibed before
me Ihis day or
~l 19_
(Name)
(Address)
RCI/i.uer
(Nalllc)
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(Addrcss)
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REGISTER OF WILLS 01' COUNTY
OATH OF NON-SUBSCRIBING WITNESS
. ?"cAI\,(11l. LrJqt'2.. Iltilh'lc/'f' JI )/4' q 'll ('.r-
v
(each) a subscriber hereto, (each) being duly qualified according 10 law, depose(s) and say(s) Ihal
THEY ARE ramiliar with Ihe signalure or LUCARDIS Y NDVDTNI
~il!1
will
Ihat
presented herewith and
X&Yd(~X
believes Ihe signalure on the will is in Ihe handwriting of
teslatJUL of <<ill'tXXl~XXlX<<X'i(~Xo)l'.i))l~XX*X~~XXIHIX Ihe
THEY
LUCARDIS Y NDVDTNI
-----
10 the best of THE I R
knowledge and belief.
Sworn to or affirmed and sub,cribed berore ,~~:?~~);~ . / ((, x;<>->)
me Ihis ,5l. 'l day of (Nalllc) ,
, 4~tYJ4A" 1?(iI.i:;., /'t ,9 ;--d"'<,,, ON. ;;1):,,/./;;;, .If,.
l/lj) It ,(/t-r'tP!a IliA.. t!-Jm.L dtJ I' // j'/ I (Addressj
AR C. LEWIS I Rel/isler /I,ltlt_(/'cl; // ,M;cr/"L~
" :/ (Nallle)
P/-r 'J {' Of'" 7 ,'] If lJ"'I'? i1....~!(J
(Address)
"' il,tvw /)rr. J',.j(, ,~;"Iv9:/. PI\;"
17(j :,
CERTIFICA'I'ION OF NO'rIC~; UNDER IlULF. 5.6 ( a)
/~ u ~ III~ /) I:, i . I
Name of Decedent: Ill'l v., -j- ^-I ,
Date of Death: I~ .'Su L '( I r;7 (,
will No. i':1 . <1(; - (,,(.1/ Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Name
Address
') L / /
A;." .Jr, f l ' in".,' I'"
.;/1'<, I,' ')1"1'.<'
IJ{~'{/"IA'I< )"" '/?~"I.'Ii. 17,...,'.1~'t'l
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: in, ... t:'~q '/
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Signature
Name!,;,!J.,! // A,',/~l/l./'~
Address;: (~, '/ /c', 'v ,),,' vi-
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Telephone(7/7l 7(,,(,- .'5134
Capacity: ,/
Personal Representative
Counsel for personal
representative
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GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IH AN OFFICIAL TAX ASSESSHEHT with appllubh Int.rut ba..d on Infor...Uo"
lub.Uhd bv the financial In.tltutlon.
Z. Inherlt.ne. t8M baea... delinquent nln. Bonth. aftar the dacadant', data of death.
S. A Joint account I. ta..bl. eve" though the decedenl', n... WII' lidded "' II ..tt.r of convenl.nc..
~. Account. I Including tho.. h.ld betw.." hUlband and wl'e) which the decedent put In joint n.... within on8 y..r prior to
d..th .r. fully I...bl. .. tran.f.r..
S. Account) ..t.bl.,hed Jolntlv belw.." husband find wlf. liar. than on. ye.r prior to death .,. nol taxabl..
6. Ac~~wnt. held by .. decedent "In trult for" anath.r or other. at. t....bl_ fully.
REPORTING INSTRUCTIONS - PART
1
. TAXPAYER RESPONSE
I. BLOCK A . If the Infor.atlon and eo~~tatlon In th. notlc. ar. eorr.et and d.ductlon. ar. not b.lno elal.ad. place an "X"
In block "A" of Part I of tha "TaMpayar R..pon.," ,action. Sign two cop ie' nnd ,ub.it tha. with your chack for the a.ount of
taM to the Ragl.t.r of will. of the county Indleat.d. Th. PA D.part..nt of R.vanu. will l"u. an cfflclal a"I".ant
(For. REV'IS~' EX) upon r.calpt of ~. raturn fro. th. Raol,ter of Will,.
Z. ILOC~ I - If thl a".t ,paelfl.d on thl. not leI ha, b.an or will b. rlported and taM paid with the Penn,ylvanla Inh.rltane.
Tlx R.turn fll.d by the d.c.d.nt'. r.pr..antatlv.. plac. an "X" In black "I" of P.rt I of tho "T.Mpayer Ra,pon,." soctlon. Sign on.
eo'll~ and r.turn to the PA Dlp.rt..nt of R.vanu., lure.u of Individual taM", Dapt Z80f.l01. Uarrhburg, PA I7Iza'Of.lOI In the
.nvelop. provld.d.
3. ILoCK C - If Iha notice lnfor.atlon I. Incorr.et .nd/or deduct Jon. .re b.lng elaJ..d, ch.ck block "C" and eo.pl.ta Part. Z and 3
............::r... ,.. ~:.... !.-..;~r...;..:......,; :'..:..... :-:.., ~....;, ..._..:.: .;...~ :~.:.:;; :....... ..;~:, ~,,_'- ..,.....:.. :..1 ~:," b......,,~ UI .... ....,.~l.. \to, ",. ~'.\.:.'-'
of Will. of the county Indicated. Tha PA Dap.rt.ent of Rovanu. will l..ua an offJclal ..s.....nt CFor. REV-Is~a EX) upon racalpt
of tha r.turn fro. the Raglst.r of Will..
TAX RETURN - PART
TAX COMPUTATION
2
LINE
1. Ent.r
NOTE:
the data the account originally wa. e.tabllsh.d or tltlad In tho .ann.r eMlstJng at data of daa.~.
For a d.e.d.nt dyJng .ft.r IZ/ll/all Account. which the dac.dont put In joint n.... within an. elJ y.ar of daath aro
t.Mable fully a. tr.n.f.r.. Uow.ver. thoro I. an oxclu.lon not to oxcood S3.000 por tran.fer.. regardla.. of the value of
the account or the nuebar of accounts h.ld.
If a double a.tarlsk CMMJ app.ar, bafor. your first na.. In the .ddr.ss portion of thl' notlca, the S3,000 aMclu.lon
alr..dy has b..n dlduct.d fro. the .ccount balanel .. report.d by the financial In.titutlon.
1. Ent.r the total balane. of tha .ceount Including Int.r..t .ccru.d to the date of death.
3. The p.rc.nt of the account that Is taM.ble for ..ch ,urvlvor I. d.ter.lned as followsl
A. Tha parcont t.xabl. for joint a..lt. .,tabll.h.d .or. than ono yaar prior to the dec.dent'. death:
DIVIDED IV TOTAL NUHBER OF
JOIHT OWNERS
EMa.pl.1 A Joint a.s.t reOI.t.r.d
DIVIDED IV TDfAl NUHBER OF X 100 . PERCEHT fAXABlE
SURVIVINC JOIHT OWHERS
In the na.. of the dlc.d.nt and two othor par.ons.
I DIVIDED IV 3 {JOIHT DWNERSJ DIVIDED av Z {SURVIVDRSJ . .167 X 100 . 16.7~ (TAXABLE FOR EACH SURVIVORJ
a. Tha parcant taMable for a.s.t. created within one year of the doc.dent'. daath or account, owned by tho dac.dent but hold
In trust for anoth.r Indlvldual(.) Ctru.t ben.flclarlo.J:
1 DIVIDED IV TOTAL HUHBER OF SURVIVINC JOIHT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
[Ma.pl.; Joint account rlglstar.d In the na.. of the dacadant and two othar p.r.ons and e.t.bll.had within one year of death by
the dec.dant.
1 DIVIDED BV Z (SURVIVORS) . .50 X 100 . 50~ eTAXABlE FOR EACH SURVIVORJ
~. Th. a.ount .ubj.ct to tB. Clln. 4J 1. dat.r.lned by .ultlplylng tho account balance Clln. Z) by the p.rcant ta.abl. Clln. 3J.
5. Ent.r the tot.l of the debts and deduction. ll,tad In Part 3.
6. Th. ..ount ta..bl. (1In. 6) I. d.t.r.ln.d by subtracting tho datt. .nd oaductlon. {11n. SJ fro. the a.ount sutjoct to taM {11n. ~J.
7. Entlr the approprlat. taM rata (line 7) a. d.t.r.lnad below.
A. For dat.. of daath occurring aft.r 6/30/94, the taM ratls for transfars to spouso. are a. follow.:
I. Dat.s of d.ath on or aftar 7/1/94 and be foro 1/1/95 tho rato I. 3~.
Z. Dat.s of daath on or aftar 1/1/95 tran,far. to spous.. will b. ta.ed at O~ taM rat..
Not.: Far dat.. of da.th prior to 7/1/94 tran.fer. to spouse. ar. taMabl. at 6~.
a. Tran,f.r. to 11naal d.scendants Including fathar, .other, son, daughter, grandchildren, san. In-law,
daughter-ln-I.w, stapchlld and thalr l.suI are taxable at .Ix parc.nt (6~J.
C. Transf.rs to .11 oth.r. including brothar, .I.tor, uncia, aunt, naphaw and nlace are taxablo at flfte.n plrcant {15~J.
D. If you chang. the taM rat., pl.as. sp.cify your r.latlonshlp to the d.c.dont in the ar.. provldad.
I. Th. ..ount of taM dua elln. aJ I. d.t.r.ln.d by .ultlplylno the a.ount ta.abl. (1lno 6J by tho taM rat. (1lna 7'.
CLAIMED OEDUCTIONS - PART
DEBTS AND DEDUCTIONS CLAIMED
3
AIlowabl. debt. and deductions ar. d.t.r.lnad .. fallow.:
A. Vou l.gally .r. r..ponslbl. far pay..nt. or the e.t.te subjoct to adelnlstratlon by . p.rsonal rapre.entatlv. I. In.ufflel.nt
to pay the d.ductiblo It....
I. Vou actually paid the dabt. .ft.r death of tho daced.nt and can furnish proof of pay..nt.
C. n.bt. being clal.ad .u.t b. It..l,ed fully In Part 3. If additional spacI I. n.odod, u.. pl.ln papar a I/Z" . II". Proof of
pay.ent .ay b. r.qu..tad by tha PA Dap.rt..nt of R.venu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
CDl1110HWUlttt Dr PfNNSVlVANIA
D[PARIHEN( Of R[VlNU[
IIURUU Of INDIVIDUAL lUES
DEP'. ..aobol
tlAMRISIIURG. PA Ilua.DbOI
*
FILE NO. 21 96-0664
ACN 96146144
DATE 09-23-96
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
_t,-Ihll_ I" I/.H.
TYPE OF ACCOUNT
EST, OF LUCARDIS Y NOVOTNI lXJ SAVINGS
S.S, NO. 204-03-1293 0 CHECKING
-,
DATE OF DEATH 07-16-96 w TRUST
COUNTY CUMBERLAND U CERTlF.
REMIT PAYMENT AND FORMS TO'
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SANORA M NOVOTNI
6 FETROW OR
MECHANICSBURG PA 17055
HEHBERS 1ST FeU hat pro\lldlld the Oepllrtllent with the Infor..tion Ihted below which hllS bun ullld In ClIleullltlnll the
potential tax due. Their record. Indicate that at the dea~h of the IIbove decedent. you were II Joint own.r/bllnllflelllry of Ihl. account.
If you f.d Ihl. lnforlllltion II Incorrecl. plealft obtain wrltlen corre("tlon froll the f1nanc~al Institution. attach a fOP~' to Ihill for.
IInl1 ret'oJrn It :0 Ih'l lIbov. IIddr,.s. Ihls a,;r-3un. II tll..lblr. h acc'rd;lnce .1\1 l,'e Inherit Inc. Ia"l l.IWS of the Coro~ollw.dth of Prlnllylv"nln
Ouu\ions lIay b. eros'I....d t.. c.lllng (7171 7a7 tIll7.
COHPLETE ~ART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYHENT lNSTRUCTIONS
Account No. 10586-00 Data 11-27-68
Established
Account aalance
P.rc.nt Taxable
A.o~nt Subject to
Tax Rate
Potential Tax Dua
To Inlure prop.r credit 10 your account, two
tll caple. of thl. notice .Ult accOllpany your
p"y.ent to the Rllglster of Wllll. Hak. check
payablll to: ~Reglltor of Wllls. Agont".
PART
IT]
4,089.41
50.000
2,044.71
.06
122.68
TAXPAYER RESPONSE
FAILUR! TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
K
HOTE: If tax payllontl are lIade wlthln three
(3) lIonth' of the decedent., dllt. of death.
you lIay deduct a 5% dl.count of the tax due.
Any lnherltance tax due will beco.e dlllnquent
nlnl t9J lIonth, after tho date of de.th.
Ta.
K
[CHECK ]
ONE
BLOCK
ONLY
A, 0 lho above Infor..tlon and t.x due II correct.
I. You lIay chOOSI to re.lt pay.llnt to thll Regi'ter of Willi with two copie' of thll notice to obtain
. diseount or avoid Interelt, or yoU .ay ChllCk box "A" and return thil notice to thll Regl,tllr of
Wills and an official .'IIlII.ent will be ilsued by tho PA Departllent of Revenue.
II. c=J The IIbove .llet hal bllen or will be reported and taM paid with thll Pennlylvanla Inheritance 1.x return
to be filed by the decedent.' reprelentatlve.
c. c:J The above Infor.atJon i, Incorrect and/or dllbtl end deductlonl were paid by you.
You .Ult co.plete PARI ~ lind/or PART [!] below.
PART
~
If you indicate a diffarent tax rate, plaase state your
relationship to dacedent:
OFFICIAL' USE ONLY 0 AAF
PA DEPARTHENT OF REVENUE
: -.J
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:1~'!'~t!'!~~ _ ~=!~;~I~.".'!"!~~! !'~ ..."v nl' !~!~~.. '",!"!!II':,!, !'.r.f",....~..~
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1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIHED
LINE 1. O.t. Estab11shad
2. Account aalance
3. Parcant Taxable
4. A~ount Subjact to Tax
S. Dabts and Deductions
6. A~ount Taxable
7. Tax Rate
8. Tax Due
1
2
3
4
5
&
7
8
K
K
PART
~
DATE PAID
DESCRIPTION
AMOUNT PAID
PAYEE
:
I
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TOTAL CEnter on line 5 of Tax eo~putationJ
Under panal ties
co~plete to tha best
,.' \\ ' ,I
I 'I , .-\ ',r~ \ '"
TAXPAYER SIGNATURE
of par jury, I declare that the facts I
of MY knowledge and balief.
have raported above ara
HOME (-i i') -, I
WORK ('; -) ,
TELEPHONE NUHBER
true, correct and
~
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n TE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFF ICtAL TAX ASSESSHEHT with IIPpllcllbl. Int.r..t bllud on Inlo,..tlo"
flub.Uhd by the IIn.nel.a In.lIlullon.
Z. Inh.rltene. ,.. blea." delinquent nln. lIonthl .fl.r the dlcedllnt', date of d."th.
J. Ii Joint account Is h.abl. IIVlln though the deced.nt', n".. Will "dded III ,,1I.It.r of convlnlone..
~. Accountl (Including tho'. held betw..n husband "nd wlf.1 which thll dllclldllnl put tn joint n"... within on. YII/lr prior to
d..th "r. lully t..able .. tr.n.l.r..
5. Acc~unt. .It"bll,had Jolntlv batw..n hu.bllnd and wll. lor. Ihll" on. y..r prior to 1I.1l1h lIra not ta..bl..
6. ACf:t..ntl hald by " duadent "In truI' fa," IInothu or othar. ar. tall.bl. fulh.
REPORTING INSTRUCTIONS - PART
- TAXPAYER RESPONSE
1
1. BLOCK A . If Ih. I"'or..tlon IInd co.put.tlon In th. not Ie. are correct and deduction. are not being clal..d, place an "X"
In block "A" of Part I of the "Ta.pav.r Re.pon.e" ,ectlon. Sign two cop I., and .ubalt the. with Vour ch.ck for the ..ount of
ta. to the R.gl.t.r of will. 0' the countv Indlcat.d. Ihe PA D.part..nt of Revenue will I..u. an o"lclal a.'.....nt
(Far. REV.15~a EX) upon rec.lpt 0' the return fro. the R.gI.t.r 0' will..
Z. BLOCK a _ I' the a.,.t .p.clfled an thl' not Ie. h.. b..n or will b. raparted and t.. paid with tha penn.vlvanla Inherltanc.
Ta. Raturn fll.d by the d.c.dent'. r.pr...ntative, plac. an "X" In block "a" 0' Part I of the "Ta.pay.r Ra.pon.." ..ctlon. Sign on.
copy and return to the PA aepart.ent of Rev.nua, Bur.au a' Individual TaMes, aept Z8O&01, Harrisburg, PA 171Z&.0I,OI In the
env.lope provldsd.
]. aLOCK C . If tha nDtlce Infnr.atlon II Inc"rract a.1dior dUltuctl'lnl are b.lng (lal..d, chack block "C" ~lld co.pl.t. Part, Z and]
...'.c....;. ~" .;,. ill........;....... .._~_... l:". ..... ......... dlt1J li"'w.l. .'1"" ..,1I1 VLur l;~"l;P fur \na 8aalJIII fl1 I~.. plt)'ao,. to t,'a "..gll'5r
of Willi of the c~~tv Indicated. Tho PA Dap.rt.ant a' R.vanu. will i..ua an af'lcial ........nt (Far. REV-1S48 EX) upon rec.lpt
of the r.turn f,o. tha Ragl.t.r of will..
TAX RETURN - PART
TAX COMPUTATION
2
LINE
I. Ent.r
NOTE:
lhe data the account originally was ..tabllsh.d or tltl.d In the .annar a.l.tlng at data of de.th.
far a d.c.d.nt dying a'tar IZ/IZ/8Z: Account. which the d.cad.nt put In joint naa.. within one (1) y.ar of d..th are
ta.abl. fully.. transf.rs. tlawav.r, th.r. i. an a..cluslon not to a..caed 13,000 par tran.far.a ragardl... of the value of
the account or the nuab.r a' account. hald.
If a daub I. a.t.rl.k (..) app.ar. b.for. your flr.t naa. In the addr... portion of thl. natic., the 13,000 ..cluslan
alraady hat b..n d.ducted fro. the .ccount balanc. a. r.portad by the fln.ncial in.tltution.
Z. Ent.r the total b.lanc. of tha account Inciudlng Intara.t accru.d to the data 0' daath.
]. Th. p.rcant of tha account that is ta..abl. for .ach survivor Is d.t.r.ln.d as follow'l
A. The parc.nt ta..abl. for joint as..t. ..tabll.h.d aora than on. yaar prier to the doc.dant's daath:
DIVIDED BY TOTAL HOHBER OF
JOINT OWNERS
E.aapl.l A joint a...t r.g!.terad
DIVIDED BY TOTAL HOHlER OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In tha na.. of tha dacadant and two oth.r parson..
"
I DIVIDED ay 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .161 X loa
16.12 (TAXABLE fOR EACH SURVIVOR)
a. Th. p.rcent ta..abla fer a..ats craat.d within one y.ar of the d.cadant's d.ath or account. awn.d by tha dacad.nt but hald
In tru.t for another Indlvldual(s) (tru.t ban.flclarla.):
1 DIVIDED BY TOTAL HOHlER Of SURVIYING JOINT
OWNERS DR TRUST BENEFICIARIES
X 10D . PERCENT TAXABLE
E.aaplal Joint account r.gl.t.rad In the naa. of the dacad.nt and two oth.r p.r.ens and ostabll.had within on. y.ar of death by
the docadant.
I DIVIDED BY Z (SURVIVORS) . .50 X loa . 50% (TAXABLE FOR EACH SURVIVOR)
4. Tho a.ount sUbjoct to ta. (1lna 4) I. dot.r.lnod by aultlplylng tha account balanc. (1lna Z) by tho parc.nt ta..abla (lln. ]).
5. Ent.r tha total of t~a ~.bt. and doductl~n' 1 I.t.~ I" O~rt 3.
6. Tha a.ount ta..able (II~. 6) i. d.tor.lnad bt ,ublractlr; the debl' and doductl,n. tl1na S) troD the aoaunt ,ubject to ta~ (1lna ~).
1. Entor the approprlata tax rat. (1In. 1) as dot.r.lnod bolow.
A. For dat.. of daath occurring aftor 6/10/94, tho ta.. rat.. for tran,for. to .pou.a. ara .. follow.:
I. Oat.. of d.ath on or aftar 7/1/~4 .nd b.foro 1/1/~5 tha rato I. 3%.
Z. Data. of daath on or aftar 1/1/9S transf.rs to spousas will ba ta..ad at 0% taM rat..
Not.: for dat.. of de.th prior to 1/1/94 tran.f.rs to .pou... ar. t..ablo at 62.
a. Transf.r. to Ilnaal d..cendant. Including fath.r, aoth.r, son, d.ughtar. grandchlldran, san-In-law,
daught.r.ln-I.w, .topchlld and thalr I.su. ar. ta.abla at sl.. p.rc.nt (6%1. .
C. Transf.rs to all other. Including brothar. ,l.tar, uncia, aunt, naph.w and nlaco ara taMabl. at flft.en parc.nt (15%).
D. If you chang. the taM rat., plaa.. .p.cifY your ralatlonlhlp to the d.eodent In tho ar.a provldad.
a. Th. a.ount of ta. dua (lln. 8) I. datar.ln.d by aultlplylng tha ..ount t...bla (1lna &) by the tax rata (1lna 7).
CLAIMED DEOUCTIONS - PART
DEBTS AND OEDUCTIONS CLAIMEO
3
Allowabla dabt. and d.ductlon, ara d.t.r.lnod a. followSI
A. You logally are r..pon,ible for pay..nt, or tha ..tata ,ubjact to ad.lnl.tratlon by a p.r.onal r.pr...ntatlv. Is insuf'lcl.nt
to pay tha daductible It....
a. You actu.lly paid tha d.bt, aft.r daath of tha dee.d.nt and can furnl.h proof of pay..nt.
C. D.bts b.lng claia.d .u.t ba It..ll.d fully in Part]. If additional .pac. I. n..dad, usa plain pap.r a I/Z" . II". Proof of
pay..nt .ay b. r.qu..ted by tha PA Daparta.nt of Rev.nua.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
CO"",OHWUl1l1 or P(HHSVl VIHIA
DEPARI"[Ht or MLVLH\I(
BUREAU or IIolDIVIDUIl IULS
D(PI. "lObO I
HARRISBUAG. PI 11l:I.QbOI
,
*\
1l11UIIIII' II UI I
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 "H i., I Ii
ACN 96145447
DATE 09-21'96
TVPE OF
ACCOUNT
o SAVINGS
[xl CItECK ING
o TRUST
o CERTlf.
EST, or LUCAROIS v NOVOTVNl
5.5. NO, 204-03-1293
DATE or DEATH 07-16-96
COUNTY CUMBERLAND
SANDRA M NOVOTNI
6 FETROW DR
MECHANICSBURG PA 17055
RENIT PAYNENT AND fORNS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
PNC BANK has provided the Depart.ent with the infor.ation listed belolll which has been lIud In clllculatlng the
potentllll taM due. Their records Indicllte that at the death 01 the above decedent. you were a joint owner/beneficiary 01 this account.
If you f..1 this Inloreatlon Is Incorrect, pleale obtain wrlthn correction fro. the financial institution, attach a copy to this lor.
Md return It to the llIbov. address. this account Is talC/lbl. In IIccordance ..lth the Inheritance Tall lltw. 01 the Co.eonwerlth of Pennsylvania.
Q~e.tlon' .ay be answered by calling {717l 781-8127.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS
Account No. 5140047233 Doto 01-01-6B
EstabUshad
Account Balanca
Parcant Taxabla
Anount Subj.ct to
Tax Rat.
Potantial Tax Dua
6.512.34
50.000
3.256.17
.15
4BB,43
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ~SSESSHENT BASED ON THIS NOTICE
To insure proper credit to your account. two
(2) caples of thl. notice au.t accoepany your
pay.ent to the Aegi.ter of Will.. Make check
paya~le to: HAeglster of Will.. AgentH.
K
HOT[: If tall pay.ents are .ade within three
(1) aonths of the decedent's date of doath.
you .ay deduct a ~~ discount of the taM due.
Any inheritance tllM due will beco.e delinquent
nine (9) aonths after the date of death.
K
To.
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A, 0 The abov. Infor.atlon and taM due I. correct.
1. You .ay choo.e to re.lt pay..nt to the Reglst.r of Will. with two copl.. of this notice to obtain
a discount or avoid int.rest. or you .ay check ball ftlft and r.turn thl. notlc. to the Regist.r of
will. and an official as......nt will b. I.sued by the PI D.part..nt of Rev.nue.
B. r:J Th. above a.s.t hal b.~n or will b. reported and tax paid with the P.nnsylvanla Inherltanc. TaM return
to b. filed by the d.ceuent's representatlv..
C. fit Th. above Infor.atian II Incorrect and/or debts and doducttons woro cfrddpy YD~.
You .uat caapi eta PART 0 and/or PART II] below. ..-
OFFICIAL USE ONLY 0 AAF
PA DEPART~E~T OF REVENUE
PART
~
If you Indlcat. a dlffa~ant ta1 ra'., p}~.sa stata you~
ralaUonshlp to decad.nt 1 .',' \: . - - \.
..u
I"n
~...-tl-&'
....,.......
C. ~ ...,................
...... .........-......
......
.....
:::
..;C!!-:,:,,<,:,,:,:ueT :'CC:I~~:1'!
l- I
l""t"""
, "N
'.,-
LINE
1. Data Established
2. Account Balanca
3. Pe~cent Taxable
4. Anount Subject to Tax
S. Dabts and Daductions
6. Ahount Taxabl.
7. Tax Rate
8, Tax Du.
~r
1
2
3
4
5
&
7
8
(,
..
-, l.j
K
1
2
3
4
5
6
1
8
DEBTS AND DEDUCTIONS CLAIHED
':-:1
K
'., ,-.
L:.-
,
-,
PART
[!]
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ente~ on Llna 5 of Tax COhPutatlon)
Unda~ panalti.s of pa~ju~y, I d.cla~a that the facts I
,\CO.Plo~o to tho but of .Y knowlodgo ond bollof.
: (\'\I(I'r'\ \ I! 1 ' II ,... .,1
TAXPAYER SIGNATURE
I
1
$
have ~apo~t.d above
HOME ("1.' l
WORK (", ,', l
TELEPHONE NUMBER
.~a t~u., co~~act and
-') ,
, .
.! ~ l
It.; I':. ;/;1
DATE
OENERAL INFORMATION
1. fAILURE TO RESPONO Will RESULT IN AN OffiCIAL TAM ASSES5HENr .lIh ...II,"b" ,.,.,... ...... Dn ,.'D...IIDn
tubeltl.d by the 'InWld1l1 In.titutlon.
Z. lnh.rttMe. ,.. baea... d.llnquen' nln. .nnthl /tlt.r tha dee.den", 1111'. 0' 1I."th.
S. " join' account h '....bi. ."'lIn IhoulI" thll dac.dllnt', n".. WIl' ndded ,.. " IIl1tl.r lit (,m,..,."I."c..
., .cc...... lI.c'''''I., ...... h.ld b.,.... '....b...d "",I .11.' .h'ch ,... ",.001." "ul 'n ID'n' n.... .lIhln on. ,." .dD' 'D
d..th .r. 'ullY t..ablll .. t,Mlt.,..
S. Accounts ."abl "hlld JointlY IllItwn" hutbltf1d IInd loll f. IIor. I""" nnll yII/l' Ilf lor to d.,,'h ,.r. not ,,,..lIblll.
,. Accoun" ,,_Id by .. daudenl "In trult fo'" anoth.r or other' "r. ,,,.nblll fully.
REPORTINO INSTRUCTIONS . PART
1
TAXPAVER RESPONSE
I, .,OC'" I' .h. In'D,..'IDn .nd CD,.u...ID' I. 'h. .D'lc. .,. 'D"'" .nd d.du,"D.. .,. .D' b.I., ,1.\..01. "In'. .n -X'
I. bl.c' '.' D' ..,. I D' .h. ',....,., .".Dn,.' ..c.ID', 51,. ... CD.'" ..01 ,ub.I' ,h.. w\'h ,.u, ch.,. .., 'h. ...un' .1
... .. .h. ..,1,.., DI will. .1 IhO c.u." 'ndlc...d, Ih..' 0..""." ., .....u. will \..u. .. D""I.' ..........
(for. R[V-IS48 EX) upon r.celpt of tha r.turn fr08 thll AIIQt"., of Willi.
" BlOC'" If .h. ..... ,..,If\.d Dn 'hi. n.".o h.. b..n D' will b. ...D,'.d nnd Io' ..101 .Ilh 'h. ...n,,""" '.h."..n.o
... .,'u,n f".d b, ,h. d.'.d.n"o ,..,...n'."." .'n,. .n 'X' I. b'." '.' D' .." I D' 'h. 'T....,., ..'.Dn... ,.,'\Dn, SI,n D..
C.., Ond ,,'.,n .. ,h. .. 0..""'" D' ....nu.. ..,..u D' 'ndl..du.' "'." 0..' ,.,.,.. H."I.bU'" .. 171,'.'.'1 I. ,h.
envlllop. provided.
5, 'l~C' C . J' .". .D'\C' I.'D".".' I. lncD".ct ..01/., d.d.c.l... .,. b.\n, cl.I..d. ch.c' b'oc' -C. 0.01 c...I.', ..,t. , ..01 5
".,,~l',. ,. ", """,,,,,..; ..:,u, :1.', ,., ..,;.. ~.. ..c,;' ;.... .;;;, .... ...... :., .... ...~" " ... ,."". ., ".. ,.gi".'
.. w"'. .1 .h. CDunty \.d\c...d, 'h'.' O...,...n. .. ....nu. .111 l..u. on D,'\c,.1 ........n. IrD" .[y'I..' [XI u..n ,.c.l.t
of the return froa the R.gllt.r of wills.
TAX RETURN . PART
2
. TAX COMPUTATION
LINE
1. Ent.r
NOTE:
tha data the account originallY wa. e.tabllsh.d or titled In the aann.r ..Isting at date of death.
For a dacadant dying aftar lZ/12/82: Account. which tha dec.d.nt put In joint naa.. within on. (1) yaar of d.ath are
..,.b'. ful'y .. t,.....,o, H.....'. 'h.'. I. .n .,c'u.l.n n.' 'D ..c..d .5.'" .., .,.no'.'.. ,.,.'01"" D' .h. ...u. .f
the account or tha nuabar of account. h.ld.
If a double a.tarlsk (..) app.ar. b.for. your flr.t naa. In the addr... portion of this notic., tha S5,000 .~clu.lon
alraady ha' been deducted froa tha account balanca .. reportad by the financial in.titutlon.
Z. Entar tha tot.l b.lanc. of the account Including Int.r..t accrued to the data of d..th.
S. Tha parcent of the account that Is ta.abla for ..ch survivor 1. datetalned .. follow.:
A. The parcant t.~abl. for Joint ....t. a.t.bli.had aore.than one y.ar prior to the dec.d.nt'. death:
DIVIDED BY TOTAL NUMBER OF
JOINT OWNERS
Exaapl.1 A Joint a.lat ragllterad
DIVIDED BV TOTAL NUMBER OF X '100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the naaa of the dec.d.nt and two other persons.
1 DIVIDED BY 3 (JOINT OWN[RSJ DIVIDED BY 2 (SURVIVORS) . .161 X 100
16.1~ (TAMABLE fOR EACH SURVIVOR)
., Th. ..,c.n' ....b', 'D' ...... c,..t.d ,"hln,o.. ,.., .f .h. d,c.d.n'" d",h 0' .'CDun" D.n.d by .h. d.c.d.nt but h.ld
In trult for anoth.r lndlvlduaUIJ (trult banaflelatlu);
1 DIVIDED BV tOTAL NUMBER Of SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
M 100 . PERCENT TAMAIlLE
[,...1.: 'J.I.I .,cDun' ,.,1,'.'.01 In ,h. n..' .f .h. d.c.d.n' .nd ... ..h., p.,..no ..01 ....b...h.d .\thln Dn. y..' of d..th b,
tha deced.nt.
1 DIVIDED IlY 2 (SURVIVORS) . .50 X IDD . 50~ (TAXAIlLE FOR EACH SURVIVOR)
.. Th. ...un' .ubj.cl .. ... II'n. ., I. 01...,.1..01 b, .u"I..,I., .h. .,cDunl b....,. II'" " by ,h. ..'c... t...bl. I.ln. 51,
5. Entar tha total ftf the dabt. and d.ductlons liltad In rart S.
6. Th. ...u.. ....b', II'" ., 1.01...,.1..01 by ,ub.,.c"n, tho d.b', .nd d.ductlD.. 1.1.. " "D' ,h' "Dun' ,ubj." t. t., Illn. ."
1. Ent.r the approprlata ta. rat. (lina 11 a. dat.rainad balow.
A. For datas of d.ath occurring after 6/!O/~4, the tax rate. for trnnsfars to spouses ara al follows:
1. Data. of death on or ofter 1111q4 and beforo 1/1/q5 tha rat. Is !%.
2. Oate. of d.ath on or aftar 1/llq5 transf.rs to SPOUS.I will bo ta~.d at 0% ta~ rat..
Hotal For dat.. of d.ath prior to 1/1/q4 transf.rs to spous., aro t.~abl. at 6%.
a. franlf.r. to line81 d..cendants Including father, noth.r, son, daughter, grnndchlldren, Lon-In'law,
dltUght.r.ln.law, stepchild IlRd their Issue are ta~t1ble ut sh pereant Ift1.1.
C. fransfarl to 811 oth.rs Including brother, sister, uncle, nunt, nophew and nlec. ore ta~nble at flftoon p.rcont (151.).
D. If you changa the ta. rata, pl.a.. .pecify your r.lationlhlP to the d.ced.nt In the area provid.d.
8. the aaount of ta~ due (tin. 8) is d.teraln.d by ~ultlplylng the aeaunt ta~ablo Illne 6) by the ta~ rat. (line 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dobt. and d.ductlons ar. detar.ln.d a. follows:
., v.u ..,.1'. .,. ,....n.'b" 'D' P"'.'" D' .h. ...... .ubj.c' .. .d.'nl"",'.n b, . p"'D'" ,..,...n','\" I. I"u,flcl.n'
to paY the deductible It..s.
B. You actunlly paid tha dobts aftor danth of the docodont and can furnish proof of paye.nt.
C, O.b.. b.I., cl.,..d .u.. b. 1...1,.. 'ul" In .n,t', I' oddl.\on.1 .p.c. I. ...d.d. u.. p'n\n p...' · '/" ,II', .'D.i..
pay.ent .ay be r.qu.stad by the PA D.pnrt..nt of Rov.nua.
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. TOOl (717) 772-2252 (HEARING IMPAIRED ONLV)
-. -----
.1~IWPC'"''
1.46883 COMMONWEALTH OF PENNSYLVANIA
DI'ARTMINT O. RIVINUI
OFfiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.~
DNa' AA
RECEIVED FROM:
fJ
ACN
ASSESSMENT 'l'
CONTROL ~
NUMBER
AMOUNT
SANDRA M NOVOTNI
'16146143
1070.36
6 FETROW DRIVE
MECHANICSBURG, PI)
.
17055-3504
961461,,1.
91.1,.'j4'.7
$122.68
"'19", 00
ESTATE INFORMATION:
t:I FILE NUMBER
~ 21 -19'16-066',
Ell NAME OF DECEDENT ILAST)
~ NOVOTNI LUCARDIS
II DATE OF PAYMENT
EJ POSTMARK DATE
COUNTY
SSN 204-03-1293
(FIRST) IMI)
Y
CUMBERLAND
DArE OF DEATH
07/
REMARKS
/96
SANDRA M NDVOTNI
m TOTAL AMOUNT PAID
$396.0"
CW
REGISTER OF WILLS
,'-,
.. I -, i'
),,1 I' --0",'
RECEIVEDBY 1//"'; I ~/u' I,V ),'1-
: SIGNATURE".. , - - J
MARY C. LEWIS "'.; I)' ;::, /'F'~7
REGISTER Or- WILLS !
SEAL
CHECKIl 4338
"
,
j
"
. '
--_-I ---.~
-' - _ -..---.....A. _ ~I\""": 1:"
... .'. ~.
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
*'
,
1)' G(
\;/
V
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060 1
HARRISBURC, PA l11ZI-0601
NOTICE OF INNERITANCE TAX
APPRAJSEnEHT, ALLONANCE OR DJSALLONANCE
OF DEDUCTION., AND ASSESSnENT OF TAX ON
JDINTLY HELD OR TRUST ASSETS
1(,.lhlll 'I' IIl.tI'
SANDRA H NDVOTNI
6 FETROW DR
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
SSN"DC
ACN
02-02-98
NOVOTNI
07-16-96
21 96-0664
CUMBERLAND
204-03-1293
96145447
Anount R.llt tt.d
LUCARDIS Y
PA 17055
-10
HAKE CHECK PAYABLE AND REHIT PAYHENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TO:
i 0 d'i ~j
(UUL-t ~
cU' ~. Jb) iJJLfY Y
. lhJ~tJ,-kt.<O " J;l-
~ >101
~ l..uj.J o~,~~_ !.O~I ~~~. .F~~...~,~~!l_. ~~p_o.~~.!l__. -:'!- --------- --~~---~ -..-
, >
l'
I
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8U~EAU OF INDIVIDUAL TAXES
IfHAlTAHCE TAx DIVISION
DEPT. ZlaUl
HARRISBURG, PA 171ZI-a6al
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
"' (;.
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'*
NOTICE OF INHERITAHCE TAX
APPRAISE"EHT, ALLDWAHCE OR DISALLOWAHCE
OF DEDUCTIOH~, AHD ASSESS"EHT OF TAX OH
JDIHTLY HELD OR TRUST ASSETS
1"'11'1 (I." III.U,
SANDRA H NOVOTNI
6 FETROW DR
HECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
SSN'DC
ACN
LUCARDIS
02-02-98
NOVOTNI
07-16-96
21 96-0664
CUHBERLAND
204-03-1293
96146143
A~ount R.nltt.d
I; a. r:.. Q
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
DEPT. 210601
HARRISBURC, PA 17128.0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
IotA
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NOTICE OF INHERITAHCE TAX
APPRAISEHEHT, ALLOHANCE OR DISALLOHANCE
DF DEDUCTIONs, AND ASSESSHENT OF TAX DN
JOINTLY HELD DR TRUST ASSETS
I..-nu..,,, 111-"1
SANDRA M NOVOTNI
6 FETROW DR
MEqHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
LUCARDIS Y
02-02-98
NOVOTNI
07-16-96
21 96-0664
CUMBERLAND
204-03-1293
96146144
AMount ReMitted
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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PURPOSE OF
NOTICE:
To fulfill the requlre.ent. of Section 2140 of the Inheritance and [.tate TaM Act, Act 21 of 1995. (12 P.S.
Section '140).
PAV~NTI
Detdch the top portion of thl' Notice and .ubelt with your payeant to tha R.gl.tar of Will. prlnt.d an the
r.v.r.. .Ide.
~_ "ake ch.ck or eon.y ord.r payable tOI AECISTEA OF WIllS, AGENT.
REFUND (tAJ: A r.fund of a taM cr.dlt, which wa' not r.qu..t.d an the taM return, .ay b. r.qu..tad by co.platlng an "Application
for Refund of P.nn.ylvanl. Inh.rltance and E.tata TaM" (REY-1313). Application. ar. available at the Office of
the R.gI,tar of Will., any of tha Z3 R.v.nue DI.trlct Offlca. or by calling the .paclal Z4-hour anlw.rlng ..rvlc.
nuebar. for fora. ord.rlngl In P.nnlylvanla 1-800-36Z-Z050, out. Ida Pennlylvanla and within local
Harrl.burg ar.. (117) 181-8094, TOO' (7Il) 71Z-ZZSZ (H.arlng I.palrad Only).
OBJECTIONS: Any party In Intar..t not .atl.fl.d with tha appral....nt, allowance or dl.allowance of d.ductlon. or a.18.le.nt
of taM (Including dl.count or Int.ra.t) a. .hown on thl. Notlca .ay obJact within .IMty (60) days of r.calpt of
thl. Hotlce byl
--wrlttan prota,t to tha PA Oaparteant of Ravanua, Board of Appaal., Dapt. Z810ZI, Harrl.burg, PA 17IZ8-IOZI, OR
--alactlng to hava tha .attar datar.lnad at tha audit of tha account of tha parlon.1 rapra.antatlv., OR
.-appe.1 to tha Orphan." Court
AO"IN-
ISTRATlVE
CORRECTIDNSI
Factual .rror. dl.cov.rad on thl. a.......nt .hould ba .ddr....d In writing to: PA O.part..nt of Rav.nu.,
Bur.au of Individual T.M.', ATTNI POlt AI......nt Ravl.w unit, DEPT. Z80601, Hlrrl.burg, PA 17128-0601
Phone (711) 781-6505. 5.. paga 5 of tha booklat "In.tructlon. for Inharltanca TaM Raturn for a Ra.ldant
O.cadant" (AEV-1501) for an axplanatlon of a~lnl.tratlvaly corr.ctable arror..
DISCOUNT1
If any teM dua I. p.ld within thr.e (3J cal.ndar .onth. .ftar tha daced.nt". da.th, a flva parcant (5X)
dl.count 0' tha taM paid I. allowad.
PENALTY:
Tha 15X tlM .ane.ty non-participation p.nalty I. co.putad on tha total of tha t.x .nd Intara.t al.a..ad, and not
p.ld before January 18, 1996, the fIr.t day .ft.r tha and of tha taM aana.ty parlod. Thl. non-partlclp.tlon
pan.lty I. .ppaal.bla In the .... eann.r and In the the .... tl.. p.rlod .. you would .pp.al tha t.M and Intaralt
that ha. b.an .......d .. Indlc.tad on thl. notlca.
INTEREST:
Int.re.t I. chargad b.glnnlng with flr.t d.y of d.llnquancy, or nlna (9) .onth. and one (1) day
fro. tha data of daath, to tha data of pay.ant. TaMa. which baca.a dallnquant bafora January I, 198Z
baar Int.ra.t at the r.ta of .IM (6X) parcant par annue calculated .t a dally rat. of .000164.
&11 t.Ma. which baca.a dellnquant on or aft.r January I, 1982 will ba.r Int.r..t at a rata which will vary froe
c.land.r ya.r to calandar y.ar with th.t rata announcad by tha PA Dapart.ant of Rav.nua. Tha appllcabla
Intara.t rat.. for 191Z through 1991 arar
Yaa~ Intara.t R.ta Dally Intara.t Factor Vaar Intara.t R.ta Dally Intara.t Factor
1982 20~ .000548 1987 .~ .000Z47
1981 l'~ .000438 191a-1991 11X .t00101
198' I~ .000101 1..2 .~ .000247
1985 13~ ,OOOS56 1993-1994 7~ .QOOI9Z
I.a, IO~ .000214 1995Al99a .~ ,OOOZ41
--Int.ralt I. calculatad 01 follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca I..ued a,tar the taM bacoa.. dallnquent will raflect an Int.ra.t calcul.tlon to flftaan (15) day.
bayond the data of the .......ant. If pay.ent I. .ada .ftar the Intara.t co.putatlon data .hown on the
Natlca, addltlon.l Int.r..t au.t ba calculatad,
PURPOSE OF
HOUCEI
To fulfill th. r.qulr...nt. of s.ctlon ZI~O of th. Inhlrlt.nc. and E.tat. Ta. Act, Act ZI of 1995. (1Z P.S.
SICtlon 9140).
PAyttEHTI
D.tach th. top portion of thl. Hotlcw and .ubalt with your pay..nt to thl R.gl.t.r of will. prlntld on the
r,vlr.. IIdl.
__ "aka chick or .0nlY ord.r payable tal RECISTER OF WILLS, ACENT.
REf UNO lCA)1
A rlfund of . ta. cr.dit, which was not r.qu..ted on the ta. r.turn, .ay b. r.qul.t.d by coaplatlng an "Application
for R.fund of Penn.ylvanl. Inharltanca and E.tatl T.." CREY-ISIS). Application. ara .vallabl. at the Offlc. of
the R.gl.tar of Will., any of tha ZS Rlvanua DI.trlct Offlc.. or by calling thl ,plclal Z~-hour an.w.rlng .arvlc.
nulblr. for fora. ord.rlng: In P.nn.ylvanl. 1-600-S6Z-Z050, out.ld. P.nn.ylvanl, and within local
Harrl.bUrg ar.' (111) 1'7-6094, TDD' (717) 77Z-ZZ5Z (H..rlng lapalr.d Only).
OIJECTIONSI Any p.rty In Int.r..t not .atl.fl.d with the .ppr.I....nt, .110wanc. or dl..l10wanc, of d.ductlon, or ........nt
of ta. (Including dl.count or Int.r..t) a' .hown on thl' Notlc, .ay obJlct within .I.ty (60) d.y. of r.c.lpt of
thh Notice byI
--wrlttln prot.,t to thl PA Olpart..nt of R.v,nu., Board of App.al., D.pt. 2810Z1, H.rrl.burg, PA l11Z6-10Z1, OR
--.l.ctlng to h.v, the a.tt.r d.t.raln.d .t th. eudlt of the account of the p.r.on.1 r.pr..~tatlv., OR
__.PPI.I to the Orphan.. Court
ADHIN-
ISTRATlVE
CORRECTIONS I
Factual Irror. dl.covlr.d on thl. ........nt .hOUld b. addrl.,.d In writing to: PA DIP.rta.nt of R,vlnu"
aur..u of Individual T...., ATTNI Po.t A.,....ant Rlvl.w Unit, DEPT. Z60601, H.rrl.burg, PA 171ZI-0601
Phonl (711) 717-6505. SI. p.gl S of the bookl.t "In.tructlon. for Inh.rltanc' T.. R.turn for a R..ld.nt
o,c.dlnt" (REY-ISOI) for an ..plan.tlon of .dalnl.tratlv.ly corr.ctabla .rror..
DISCOUNT 1
If any ta. due I. paid within thr.a (S) calandar ~th' .ft.r thl dlc.dent., dlath, a flva plrcant (5X)
discount of the t.. paid I. allow.d.
PENALTY I
Th. 15X t.. ..n..ty non-p.rtlclp.tlon p.n.lty I. coaputld on the total of the ta. and Int.r..t .......d, and not
p.ld b.for. Janu.ry 16, 1996, the flr.t day .ftlr thl and of thl taM .an..ty parlod. Thl. non-plrtlclpatlon
p.nalty I. app.al.ble In the .... .ann.r and In the the .... tl.. parlod a. you would appa.l the t.. .nd Int.r..t
that h.. bl.n .......d aa Indlcat.d on thl. notlc',
INTERESTI
Int.r..t I. ch.rg.d big Inning with flr.t d.y of dlllnqulncy, or nln. (9) aonth. and on. (I) d.y
fro. thl d.tl 0' dl.th, to the d.t. of pay..nt. T.... which b.ca.. d.llnqulnt b.for. Janu.ry 1, 196Z
b.ar Int.r..t at thl rat. 0' .1. (6X) p.rclnt p.r annua c.lculat.d .t . d.lly r.t. of .000164.
All tak.' which b.c... d.llnqulnt on or .ft.r January I, 1982 will b.ar Intlrl.t at . r.t. which will v.ry fro.
cel.ndar YI.r to callndar y..r with thet r.t. announc.d by the PA D.parta.nt 0' R,vlnul. Th. appllcabl.
Intlr..t rat.. for 198Z through 1991 ar.1
VI.r Int.r..t Rat. Dally Int.r..t Factor
V.ar Internt Aat. O.lly Int.n.t Fector
-
1981 .X .OOOZ'"
1986-1991 llX .aOOSOl
199Z 'X .000241
1995-199" ]X .aOa19Z
1995-1996 'X .000Z41
1962
1911
1914
1965
1986
--Internt
zo:.:
lOX
IIX
UX
lOX
I. c.lculatad ..
.0005'"
.aOOU8
.0aOSOl
.00OS56
.000Z74
followll
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I"u.d .ft.r thl ta. b.eo... dlllnqu.nt will r.fl.ct .n Int.r..t c.lcul.tlon to flftlen (15) d.y'
blYond lhe dati of the .......ent. I' plyaent I. .ade aft.r the Intlr..t co.put.tlon dlt. ~wn on thl
Notice, .ddltlon.1 Int.,..t M'.t be calculat.d.
'-, ,-..~
PllRPOSE OF
Norm:.
PAYltENTI
REFUHD (eR) I
To 'ulfill thl requlr...nt. of slctlon 21~O of the Inh.rltanc. ~ [,'at. f.. Act, Act '1 of .,,\. tl' P.'.
SICtlon 91ltOJ.
Detach thl top portion of thl. Notlcl and lubalt with your ply..nt to thl .......r .1 NIII, prlntad on thl
,.vu.. lid..
._ Haka chick or ~.Y order payable tal RECISTER OF WilLS, ACC"'.
. nfll'Ml of II talC credit, which "'.. not requested on thl t.. r.turn, ..y bl nqu..'.d by co.,.I.\ln, M ""pllcatlon
for R.,U'Mi of Pennlylvanla Inherltanc. end Eltat. h." fREy-nUl. 'ppllcatlon. .r. IVIUelIl. at 'hi Offlu of
thl Rlglltar of Wltll, any of thl ZS Aavenul DI.trlct offlc.' or by calling thl "Icla. ".hoUr anlwl,lnl ..rvltl
nuabar. for for.. ordering I In Pennsylvania 1-800-S6Z-ZDSD, outtlda Penn.ylv~l. ~ w'thln lOCI'
Harrisburg ar.. (717) 7'7-8094, TOO' (717) 772.2252 (H..rlng lap.lr.d Onlvl.
OBJECTIONS I Any p.rtv In Int.r.st not ..U.fl.d .,lth the appr.I....nt, IlIowMU Dr dhIUOM"'U of d.duct'on. Dr ........"t
of tax Clncludlng dl.count Dr Int.r..t) a. shown on thIs Notlc. a.v obJ.ct within .t_tv e.o. day. of t.c.l,t of
thl. NoUc' bYI
..writbn protnt to the PA n.part..nt of A.v,nu., Board of App..Is, n.pt. 11lOU, Hartlsbutg, PA 11111-tOlt, OR
.......I.cUng to have thl .att.r d.t.,.ln.d at tM audit of thl .CCQl.W\t of thl p.,lonll "pt...ntaUvI, OR
..applal to the Orphan'. Court
1
ADHIN.
ISTAATIVE
CORRECTIONS: FactuII arror. dl.cov.r.d on thl. .......ant should b. .ddr....d In Mrltln. tOI PA DIPart.lnt of R'Venul,
Bureau of IndIvidual Taxn, AnN; po.t '.......nt R.vl... Unit, DEPT. 210601, tlltr Isbut., PA 1111....01
Phonl (717) 787.6505. 5.1 pl,1 5 0' thl bookllt "In.tructlonl for Inhltlt."cl T.. ..tutn 'ot a R..ldent
n,cldant" (R[Y"'1501) for an Ixplanatlon 0' adllnl.tratlv.lv corrlct.bll .rtot"
DISCOUNT:
PENALTV:
i
INTEREST:
i
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I
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I
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I
I
.1
If anv tax due I. paid within thrll (l) callnd.r .anth. a't.r tha d,cldan". d..th, I 'Iva p.rc.nt e,xI
dl.count of thl t.x paid I. .llowld.
Thl 15% 'ax aan..ty non"'p.rtlclpa'lon plnalty I. cOlput.d on thl tot.1 0' the ta_ and Int.t..t .......d, and not
paid blfor. Janu.ry 18, 1996, thl first d.y ,'t.r the .nd 0' thl t.x .ana.tv p.rlod. Ihl. non.p.rtlclp.tlon
p.nllty I. app..labl. In thl .... lann.r and In the thl .... tl.. p.rlod .. VOU Mould .pp.., thl t._ and Int.rl"
that h.. b..n .......d .. Indlcatld on thl. notlca.
Int.r..t I. charg.d b.glnnlng wIth 'Ir.t dav of dallnquancv, Dr nlnl I'. lonth. ~ ~ III day
frol the dat_ of dllth, to Uta data 0' pav..nt. 18x.. ..hlch b.u.. d.llnqu.nt ba'on JlN1Ulty I, t..,
baar Int.ra.t at the rata of six (6~) p.rcent par ennuI calcul.t.d at a d.lly rl'a of ,0001".
All taxa. Mhlch baca.. d.llnqu.nt an or .,tlr Januarv 1, 1982 will b..r Int.r..t .t . tala which ..III v.ry fro.
c.l.ndar V..r to c.l.ndar V.ar with that ratl announc.d bV the PA Dap.rt,ant of '.venu.. Ih. IPpllc~l.
Inter..t ret.. for 1912 through 1998 .r'l
VII" Internt A.t. DaIlY Inl.ra.t r.ctor V..r Int.r..t Rat. O.lly Intar..t hct.r
1982 ZOX . DDD548 1'87 .. .0001"
1913 16X .onU8 "".1"1 \IX ,000111
196' llX .OODJOI 1'" .. .100'"
1985 l!X .000556 I"S.I"~ " ,0011"
1986 lOX .000274 I,n.,". .. .IOII~'
....Inter..t is nlculet.d .. fOI1CMi1I1
INTEREST g BALANCE DF TAX UNPAID X NUnlER DF DAY I DELINQUENT X DAILY INTERElT FACTOR
......Any Hatle. I..ued .ftar thl tax b.co... d.llnquent Mill r.fl.,t an In,.,..t c.lcu'atlon 'e flftaen (IS) d.y.
b.yond the data of thl .......ant. If p.,_anl I. ,Id. .f'., Iha In'.,." lo-.ut.llon d.t. .hawn on the
HaUn, .dcUtlon.l Internt lIU.t b. nlcul.lld.
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