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PETITION FOI{ PHonATE aud (;nANT OF I.ETTEHS
dJ - ICV,0., (J)t'l
^Ilna C. F\11{,(\1II(11'
No.
1'0:
H"II/(I! 0/
arm known us ~_.___.
._.._.....__._.. Regbler or Wills ror tile
_____._.____. ..___.. . ......__ _ _j Drrrl/"l'd. County or COlllbeE 1;,"'(1.__._ In Iile
Sodal Sl'l'lIrily No, ._..JO.H.~.(J2-~g.'.~I________... Commonweallh of Pennsylvania
Tile pelilion of Ihe undersigned respeclrully represenls Iilat:
Your petilioner(s), who is/ar.c 18 years of age or aider an Iile execul______...._.__...____,.__.... /l!!n)ed
in the last will or Ihe abol'e decedent, dated _.._......,1l1l1-"...9_._.._____..._______, 19.....0__
and eodieil(s) daled __.._.._~.o..'2"---_..- ..- ....-...-..--...---.-.---.....--.-------.----
Elllonuel J. Fulcomer INdeceBsed - death certificate attached
--'~le 11 oi;li,,'n k'.IIo-r,;e rI'y'1;iic=~r:.rl~~~"::N:-i t j 0 nii'Cil,ink:,;rSh j p ptm, s b u rgt -[1:'9 -::
. _.____._.J en 0 .illl(gsL.::.... [Qll11il.<;'~ a '-1..0 lL.ilJj:1J.gl\Q\!.~E.lfu1J)l!AL,I. L Fu I C 0If&L.......!J:.L...DL9JlJ Y child "I
(Slille: rdC\'lHlll.'ircllmsHlIlCCs, e,g. r~'nllnd;lIic'll, death of c:c;eClllO" etc,) deCOflHL'd - renlltH::idtJon
attached
Decedent "'" domiciled al dealil in __i:_~-",-be.!"l,~.____ Count)', Pennsylvania, with
h_er last family or prineipal residence al_S.c'\IJ!ILTQ.,I"LJlome ,,2Q.JIOQr.Q)Jl_nd Avelltle,--
Cn r 1 Is~.1'6..1._~i.Q.LL......______.__________.___.
lIi!<l ~ln'('l. lHHllbt'r, 'J'wp. or Bond
Deeederll, Ih,'n __..9,Q _____ )'ears of age, died June 2 , 19~~,
at _..Sa Ul.b.._J.\l.d.g,lhlI110-,---20_1:lool'el an"LAY.~J)J.I."-.L Car Us le,_..Eh 1701.l... '
Except as follows, decedent did nOI marry, was not divorced and did not have a child born or adopted
after execution of the will orfered ror probate; was not Ihe victim or a killing and was never adjudicated
incompetent: __...JlQD.Q.___.._._..-_~_--_-__---.__-_
Decedenl at dealh ollned properlY wilh estimaled l'allleS as follows:
(If domiciled In Pa.) ^II pcrsonal properlY
(If not domiciled in Pa,) Personal properlY in Pennsylvania
(If not domiciled In Pa,) Personal properlY in County
Value of real estale in Pennsylvania
situated as follows: _.____!lene______.
$ 26,000,00
$-
$---
$..
WHEREFORE, petitioner(~) respectfully reqnesl(s) the probate of the la~t will and codicil(s)
presented herewllh nnd the granl of Icllers_. of admj nlstration c, t. a.
t~,c..ron. 1/
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((C~Il\l1lcnlary; "dmlnlSlration C,t,a,; admlnl'ilralloll d.b,n.c,C8,)
126 East KlnR Street
Shipp"nnb\lUl,J1} 17257
(717) 532-73BS
.-\. -- .- ~ -----------
___N_._.._,_N______.~__
- ----_._.._-~_._-_..__..._.-
..-.__.-.".._----~,--_.._-----
OATH OF PEHSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COlJNTY OF ___i;jJtl!U~El"\!_iJ)__.__._
The petitioner(s) above.named \'wear(s) or affirm(s) Ihal the S1atements in the foregOln~' Illon are
true and correct 10 the hest "f Ihe knowledge and belief of pelitioner(s) and Ihat a pers I rerresen-
tallve(s) of Ihe ahol'e deceden! I,etilioner(s) wil\ well la. nd truly admlDlster th[e.sl:~ ae~ .1 &_to Inw.
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~;worn to or affirmed anti suhscribed . __'..:.r (_._,_._~..::--:-.::. _.!:....... ~ -! Co"
before me Ihis ._"'~_ _ ~ II].. day of _...-'!~'_rn..6.cJ'!~.~J;J.~ ----. . ~.
" " J" " ,. ,,--. 19 . "
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RENUNCIA TION
In Re Estate of
Anna C. Fulcomor
deceased.
1'0 the Register of Wills of Cumberland . County, Pennsylvania.
John Schall. Trust Of Heer of Mollon Bank, Shippensburg. formorly
The undersigned _ National Bank _of Shippensburg, Jll<eeutor appointed under the .w,UI
Tho
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
of AdminiRtration C.T.A.
be Issued to
WITNESS
my
h d hi d f August
_ an t s ___ ay 0
96
,19__.
#i;~
.John Schall (SlsnatuTe)
Trust Officer
Mellon !lank
One West King Street, Shippensburg, PA
Nolarlal Soal
Shl Olivia J, Zlnn. Notary Publlo
Ml8~~~~ig,~~W~g,~~~J~~~ :-f~'3~
, (AIeOiiii, Pennsylvrwa~1Ioo 0/
(Add....)
(SI8n8iUro)
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REGJSTgR OF WJJ.LS. CUMBERLAND COUNTY
STATUS_REPORT UNDER RULE 6.12
Name 0 f Decedent I Anna C. Fulcomer
Date of Death: Juno 2, 1996
Will No.
21-96-0687
Admin. No.
.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules / I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complote:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
:3. I f the answer to No. 1 is Yes, s tate the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes~__ No
d. Copies of receipts, releases, joinders and
approvals of formal Or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to t is r ort.
Date: '1_ j- ? 7
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Jerry A. Weiglo, Esquiro
Name (Please type 0 print)
MARK, WIlIGLE AND PERKINS
126 East King Street
Address
Shippensburg, PA 17257
.LzJ 7) 532-7388
Tel. No.
,.
,1.'!l.J_
1.1:
Capac ity I
X Personal Representative
( MAH : rm f / AM 3 )
X Counsel for personal
representative
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_1 INHERITANCE TAX RETURN FOR DATES 01' DEAnl AFTER 12131/91
CflECK HERE IF A SPOUSAL
RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED I.! , .,., ',-',-
"'M~:)'~:;I\~t'~\I::I';\,Nv~'~:,iANI>\ (TO BE FilED IN DUPLICATE FILE N~~BER 1'1')(, (.)(,1\'/
lJU'T,~lHHHl1 WITH REGISTER OF WillS)
IIAIII"""UII","A '71" "'"11 ' COUNTY CODE YEAR NUMBI'.'1
DECEDENT'S NAME (LAST, FIRS'!', AN'D'MI.i~;'l:'".IN.'.'I.{IAI)~.' -- "..... ..'1' II!'~;EDI~. ;~;-'~;(~M.';;I{;il'^I;;;li~;;'~='='''''-''''"''-==~=
Fulcaner, Anna C, ,';,11,,\1 '['c:dd IIQw.' , ',() ~bJl'"lalld AW'i\ue
SOCIAL SECURITY NUMBEH -plATe ciF-liEA1Ij--'] [JAIl' OF'IJII1i'11 (',u'l [n.!", I'A 1'/013
DECEDENT 208..03-2098 O()/O~/% OIl/;'l/I'iO', COllol 1.\.lIllborland
\"'I1A:rr~~ll~~:<';I,'I~r:~:1,'~i: """~',;r '" NA:~::iT;-t~~~A'L:'~~.fl~:,::Mi3EI1 AMOUNT RECEIVED (SEE INSTRUCTIONS)
1. On~ino.l RotUfn TI 2, SUppIO!llOfltc11 Roturn .-----0-:3, RomalndOl ROlurn
14, Nol Valuo Sublocllo Ta, (L1no 12 minus Llno 13)
15. Spousal Translof8(lor datil'! o! C!lhlth nflorO'.30-94}. 500
Inslrucllonr.lo/ Applioable PllfGetltJ~O on Pago l, (In~l(Jdll
values from 5~horlulo Kor .'3eho/lulo M,l
16, Amount of Une 14 tnxablo at 6% rale
(Include valu8slrom Schodulo K or Schodule M.)
17, Amount of L1no 14 taxnble al15% rata
(Inoludo valuo, from Schodulo K or Schodulo M,)
18, Principal la' duo (Add lax Irom Lines 15. 16 and 17,)
19, Crodlls !lpolJs;'l1 POVlllty Cllldll PrlOl' Payments Discount
+ 650,00 + 32,50 -
20, II L1no 19 Is groalor Ihan Line 19, on lor 1110 dllloronco on L1no 20, This Is Iho OVERPAVMENT,
~<:h.~~ h,'l H yc>u~r.!!!lll..~,ng.r.'und~' your (>vernavrl1.nt, -...J
21, If Uno 18 is groator than Uno 19, onlo, tho difloronca on L1no 21. Tills Is 1110 TAX DUE.
A, EntOl tho lntolost on 1110 balanco duo on L1no 21A.
8. Enlot tho total of Lino 21 anc/21A onl.lno 218. Tlli!! i~l 1110 BALANCE DUE,
Mak. Check ~ayable to: .Reglster of Will" Agant __
... . ... BE SURE TO ANSWF.R ALL QUEstiONS ON-PAGE 2 AND TO RIlOtlaOKMA'rt!...... ".
Undor ponalllcHl of pO/jUI'Y, I declaro tl1nlI h'AVooxUlYllnOd thl~l lotUln, Including acoompal1ylng Ilcllodulwl and Hlnlomunls, and to Iho bost 01 my kllOwloclqo
and bOllof, II is lillO, carmel and complatn, I doclor tl1IlI all ,oal anI ala Il[W hoon ropotfod allnlO mmkol vnluo. Doclaratlon of propmor olhw lllun 1110 pOlf1onal
--. to9onlal1vo Is ERood on alllnformntiuf1 01 whlel ~n.!E~~ kllowIClCj~O, ~__~_ ____..._
,--_'01' N^e.r;" I'I(O~.",:I'l):Ir:tJ":Nr, ill ''')" ;;::~u ~~'hedllJ~:....Cl.l~:'::'.'2hed __ '1L~ 'l~:__
~;II1~~AllJllf ("If IlLPAflrn:\THlfllHANfHf'fH.r lAllvr All{)HI','; DAIl"
!i 1~;6 l~tnt Kin9... StrenL
Pit6001 Nil n,,,, ShipP:.,I1Sbllrq, rr\-i'7^'~--------- -----..-.-...-.
n;v l~I)() ["0:. 11-\1<1)
CHECK
APPRO-
PRIATE
BLOCKS
CORRES-
PONDENT
RECAPIT-
ULATION
TAX
COMPUTA-
TION
[J 4. L1mitod Esta\o 0 4a, rtlluro l!ltoront ComplollllBO
(fOf clfllan 01 doath aftor 12-t2~82)
fB 6. Docodent Diad Testalo 0 7. Docodont Mnlnlflinocl a living TrllHI
(Allach copy of Will) (Alluch copy of TiIl"I)
fuCORRIl$i'ONDE~ca AN~ OONFlb~NrlAlTA)(INFORMATI6N SHOUlD ll~DIREC't~DTO:
NAME COMPl.F.TE MAILING ADDRESS
,Je A. Wei le, McArk, Weigle and Perkins
TELEPHONE NUMBER 1?-6 Gast King Street
(717) 532..7388 sbi Jensbu.tg, PA 1'7257
1, Roal Eolnlo (Schedulo A) ( 1 ) None
2, Slacks and Bonds (SOllOdlllo B) ( 2 ) None
3, Closoly Hold Slock/Porlnorslllp Inloro'l (SCIL C) ( 3) None
4. Mortgagos an(i Nolo' Rocolvablo (Sohodulo 0) ( 4) None
5, Ca,h, Bank Deposlls & Mlscollanoous Porsonal ( 5 I 19 , 37
Proporly (Schodulo E)
8, Jolnlly Ownod Proporly (Schodlllo F)
7, T,an,lofS (Schodulo G) (Schodlllo L)
0, Tolal Gross Assol, (Iolal L1nos 1-7)
9. Funeral El<ponA09, Admlnlstr alive Costs,
Miscellaneous Expansos (Sclledulo H)
10, Dobis, Morlgago L1abilillos, Lloos (Schodulo I)
11. Tolal Dodllellon, (1olal Llnos 9 & 10)
12, Nol Vah,o of ESlalo (L1no 0 minus Llno II)
13, Charllablo and GOVOlnmonlal Boquosl' (Schodulo J)
C(Jpyrl\fhl f IIrm~ ~illnW/Hf)()nly, 1'J!14 NulLO, In, N'14I'AfI("
(for (jalll!! 01 dllltltl prwf tll 1~' ']'I\~)
o fj, Fodoral Estato Tal< Rotum Rnquirod
o 0, TOlal Numbor 01 Solo Doposit Boxos
( B)
( 7)
5,353,78
None
.----
(8 )
5,373.15
(0 )
7,910,3~
(10)
6,381.19
(11)_
(12)
(13)
14,291.57
(8,918.42)
None
(14)
(8,918.42)
(16)
, ,
.
(16)
0.00, ,06
.
0.00
(17)
0.00, ,16
.
0.00
(10)
0.00
Inlufo~l
(19) 682,50
(20)____682. SO
(21)
(21A)
(218)
Est.ate of: l\I1I1a C, Fulc~r
21-1996-0687
"" foll~"" _I"~ "... ,_ tl-.. ,._" ....._to,,""(., of '''' .."t,,,
Jerry A, weigle
M3rk, Weigle 'and Pet'kins
126 East King street
Shipr:ensbur9, l?A 17257
REV-lf,ao EX + (12-00) i J
COMMONWEAI.TH OF PENNSYLVANIA SCHEDULE F
IN~~~~AENN~EDTE"c'i,~~1~RN . JOINTLY-OWNED PROPERTY
~-STATE OF - - -. -=- I FILE NUMBER
Anna C, Fulcomer 21-1996-0687
Joint tenallt(s):
NAME
A 'Erranuel J, Fulcomer, Jr,
ADDRESS
133 Rumson Road
LittleSJ.lver, NJ 07739
RELATIONSHIP TO DECEDENT
Son
Jolntly.ownsd property:
LETTER DATE DOLLAR VALUE OF
ITEM FDA MAOE DESCRIPTION OF PROPERTY TOTAL VALUE DECDIS DECEDENT'S
NO. JOINT OF ASSET %INT,
TENANT JOINT INTEREST
1 A 5/14/85 Mellon Bank f'ibney Market 10,676,86 50% 5,338,43
Checking Account #410-070-6458
opened 5/14/85 joi~t with
Eimnuel J; F'ulcaner, Jr,
A 5/14/85 Interest on above item accrued 30.71 50% 15.35
as of deced~lt's death
PA16091 NTF 121M
TOTAL AI,o enler online 6, Rec~ 111I1.llon
(If mom 'pace I. neodod, Insort .ddllion.1 .heel' of ..ma .1'0,)
5 353.78
Cop)'rlgtl\ rOrlna SOftWRrfl Only, 11194 Nfllco, lnr., N94t'AOgl
STATE OF NEW .JERSEY
SS,
COlJNTY OF lI<.v,Jt{oL(1'1(
. .,/ rt0 /,', I'
On this, the ( " day of /1' /(c!C./(...)
, 1997, before me, II Notnry Publie in
and 1'01' suid County and State, the undersigned of'lker, personally appeared EMANlJEL .J.
FlJLCOMER, .JR. , known to me (or sntisfactol'ily provcn) to be lhe person whose IUlme is
subscribed to thc within instrumcnt, and acknowlcdged thut he exccutcd the same for the purposes
therein eont,lined.
q;::~:d r1~~
My comn1~ on expit'cs on:
TRUDY tDOlf
A NolIlY PulIlIc"" ....,
My Comm_ Ea.... 0cIIIIIr A 2001
(SEAL)
MARK, WEroLl: AND P'U~KINS. ^TroRNt:vs Al UIW ." 12ft E^!H KINO sTHtn - SHtPPF.NSl\lIRC-i, PA 170'!,7.I]fJ7
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DISBURSFMENTS OF PRINCIPAL
Estate of ,Anna C, Fuloomer
For Period 06/02/96 Through 3/20/97
Administration Expennes (Prin)
9/5/96 Register of Wills, cuml::erland. County -
Letters Testamentary and Short Certificates
9/5/96 Cumberland Law Journal - advertising Letters
Testamentary
9/19/96 Register of Wills, Cumberland County - PA
Inheritance Tax payment at discount
10/31/96 Carlisle Sentinel - advertising Letters
Testatrel1tary
12/4/96 Register of Wills, CUmberland County - filing
Insolvent PA Inheritance Tax Return
3/20/97 Mark, Weigle and Perkins - reimburserrent for
postage, xerox copies, and long distance
telephone calls
3/20/97 Linda K. Klein - notary fee
3/20/97 Register of Wills, C\nnberland County - filing
Family Settletrel1t Agreerrent
Fees and Cam1.i.ssions (Prin)
3/20/97 Mark, Weigle and Perkins - attomey feE;'
Funeral Expenses (Prin)
9/19/96 Fogelsanger-Bricker Funeral Home
9/19/96 Emanuel J. Fulcomer, Jr, - reimbursement for
preparation of cerretery lot
Other Expenses (Prin)
9/19/96 Sarah A, Tbdd Memorial Home - 5/31/96
staterrent
$ 87,00
60,00
650,00
69,88
'10,00
15,00
10,00
60,00
-............--..-...
$ 5,833,50.
325,00
--...--.............
$
4S0,05
Page 2
$ 961. 88
1,500,00
6,158.50
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MARK, WEIOU: ANP PERKINS, AlTO.N>:". u tAW
UII RAn "INO St.>:r;r; SHIPP>:N""'''. PtNN', 17287 'fM.>rllllNt:, (7171 $31.7.11I ...., (717) $3106Sn
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BUREAU Of INOIVIDUAl TAMES
I MtlUU IANC!. Ul< lJllJlSION
lJrPT, 130601
HARRISRURG, 11... 11128-0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE or INIII:RITANC[, TAM
APPRAISEMENT, AllOWANCE OM DISAllOWANCE
Of DEDUCTIONS ANO ASSESSMENT Of TAM
DATE
ESl'A TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-17-97
FULCOMER
06-02-96
21 96-0687
CUM8ERLAND
101
JERRV A WEIGLE ESQ
MARK ETAL
126 E KIIIG ST
SHIPPENSBURG PA 17257
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ANNA
C
[:~ A.o~ni.,R.~_~t1.d:_:J
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV'- iS47 -EX' -A F P - i i 2":96 Y - Noi'-i C E - -OF - i NH Eii i;: AN-C E - Yi. X - iiP' PRAYs EMENT ~ - -AL i'-OWANCE - eili - - - - - - -- - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FULCOMER ANNA C FILE NO. 21 96.'0687 ACN 101 DATE 02-17-97
TAM RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t~t. (Schedule A)
2. stock. and Bond. (Schedule Bl
3. Clos.l~ Held stock/P.rtn.rsh~p Inhr.at (SchCldula C)
4. Hortg.gal/Not.. Receivable (Schedule Dl
S. Calh/Bank Deposits/Hilo. Parlonal Prop.rt~ (Schedule eJ
6. Jointly Owned Property (Schedule f)
7. Transfar. (Schedule Gl
8, Total An.ta
APPROVED DEDUCTIONS AND EX~MPTIONS:
9. Fun.r.l Exp.n.../Ad~. Co.ts/MiIO, Exp.n... (Soh.dull H)
10. Debh/Hodg.o' liabiliti.s/lhnl {Soh.dull IJ
11. Tobl Deduc:Uona
12. 14.t 'i'due of Tax R.turn
13. Ch.rit~bl./Gov8rnMent.1 8.qu..t. (Sch.dul. J)
14. Net Vdu. of Eat.te Subject to hx
If an assessment was issued previously, lines
reflect figures that include the total of Abh
ASSESSMENT OF TAX:
IS, Anount of Lina 14
16. Anount of Un. 14
17. AMount of linM 14
18, Prinoipal Tax Du.
NOTEI
at SpaLl..I
taxable at
taxable .t
rat.
line.I/CI..e A rat.
Coll.ter.l/CI... 8 r.t.
TAX CREDITS:
..----,-.--.--. ----"--~~
PAYMENT RECEIPT
DATE NUMBER
- 0 8 - 2"9"=96-' --riAT46 680
DISCOUNT (+)
INTEREST (-)
,00
CHANGEO
III
( 2)
(3)
(4)
(5)
(6)
(71
,00
,OQ..
,00
,00
19,3L
5,353,78
,00
(8)
HOTEl To insur. proper
credit to ~our account,
lub~it the upper portion
of thil forM with ~our
ta)( paYII.nt.
5,373,15
14.'91 ~7
8.918,42-
.00
8,918.42-
14. 15 and/or 16, 17 and 18 will
returns osselsed to dote,
115)
116)
1171_
,00
.00
.00
x ,00. .00
M ,06. .00
x ,IS. 2L
(18)__--:J!..!!_
._--~$ ----~
TOTAL TAX CREDIT 650,00
.~---,._-_._--- -- -
BALANCE OF TAX DUE 650,00CR
- "- ._--~--~_._._~
INTEREST AND PEN. .00
TOTAL DUE 650. OOCR
___..._.... "'_ on. ___'''__________._______.. __... ....,,~_ _.__ .___......_.____._______
(9)
110)
7,910,38
6,381.19
(11 )
Cl2)
113)
Cl4)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CAlCUl~TIDN OF ADDITIONAL INTEREST,
AMOUNT PAID
650.00
IF TOTAL DUE IS lESS THAN U, NO I'AYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREon" C CR). YOU HAY BE DUE
A REfUND, SEE REVERSE S:DE Of TNIS FORM fOR INSTRUCTIONS.)
f'I"\
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f"~d,
j cC
en
.:'i~,
co
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tn
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0:
'-,-
f"
(I) L:
-:::>
00
RESERVATION I E.t"t.. of dlc.dent. d~tng on or before O,olllltMr 12, 1982 M~ H any future IntlrGlt 1n thlli ".ht, II trall,ferrld
in POi'I.,ion or InjoYlllant to Cta.. B (0011,tlrel) blneflcia,.!.. of the dleedlnt eft,r thl .~plratlon of any ..tat. for
I1f. or for year., t.h, Co..cnw'81th hlreby .~pr"lly r...rv.. tho right to appral.. and ~I"" tranlfer Inheritanoe T~x..
at the lawful Chi.. B (col111hrltl) rat. on ftny .uch future Inter..t,
PU!lPOSE OF
NOTICE I
T(I fulfill the requlr"lInh of Sadlon 2140 of th, Inh,rltftnClo find E,trlt, Hlle Act, Act U of alii), 72 P.S,
Seotlon 2140.
PAVHENTl
O.ttKln the top portion of thh Nottel! and iliubllllt with your pay..nt to the Reglst,,. of Wi1h prJntlld on the rlVlrl. ,Ide,
uHllIke Check or 1Il0nllY ordllr payable tOI REGISTF,R OF MILL8J AGENT
All paYllllntl r.colvlld Ih.,U firlt bel I'lpplhd to any lnterlllt whIch 1II11Y be dllCl wIth an~ r8lllslnd.r applll1d to thll tal<.
REfUND tCR) I A refund of III hll< crlld1t, loIhich ~lal not raquutGd on tho Tal< Roturn, IIftY b. reqUQltGd by eo.pht!ng an "Application
for Refund of PennsYlvania Inhl1rlh"1Ca <'Ind Estate 18)1" (RP....nBJ. Appl1cll,t1ons tlrll l!IVlldhble at the OHlce
of the Regiltor of Wllll, !my of t;1e 23 RQvOInua District OHltu, or by cf'lllinQ tha Itpellial 2Ciwhour
answering I8rvIco nUllIberl fOl' for.. orderlng1 In PennlvlvMh! 1-800-]6Z-?'OSO. ouhlde Ponnsylvrsnla l!Ind
within local tlarrhburg arlla (ll?) 787..809(" toOl (717) 772-2252 (Hellrlng hpftlred OnlY),
OBJECTIONS: Any party In lnterut not Ifttl8fl.d with tt\l~ l'lpprfthlllNent, allow9nce or dtsftllowance of deduction., or 'us....ent
of hue C1nc1udlnn discount or Inhrolt) fill shown on thlt Notice IIUlt Object within 8lxty (60) dftYI of reclliptof
this NotJc:z bYI
ADMIN
ISTRATIVE
CORRECT10NSI
-wwrltt.n probst to ttl~ PA Oopftrhumt of RIIVlmljO, !loarn of ApPIIllll, Dept. 2610ZI, Harrisburg, PA InZ8~102:1, OR
--lIlectIon to hlwe thlll IIllthr ulllterlllned l!It Iludlt of -tho /locount of th. perlonlll reprelen"tnt1ve, OR
-..nppcll,1 to the Orphlln.' Court.
Factual IIrrorl dhcoVlllfUd on this elSSCllnlllnt should hili t1ddrnsad In writing tOI PA Olllpftrt..nt of Revenue,
Bureau of IndIvidual Tl'lxCII. ATTNJ Post hS81uclnt Rlllvlew Unit, Dept. 260601, tlllrrllbufll, PA 17128MD601
Phone (711) 787M650~, SUIl pt'lue 5 of the hooklet "Instructions fur InhClrltanclI Tax Rlllturn for ft ROlidant
Decedent" (REV.1501) for Iln IIIxplltnatlon of /ldlllnlstrlltlvflh' corrClct81)ICI Clrrorl.
DISCOUNT I
if Iln:i taJol due it pllld tdth!n three (5) clllllndnr 1I0ntlu nftllr thlll decadent'l dlll'lthl a five percent (5:0 dltt:ount of
the till< paid is allClwed.
PENAL TV,
Th. IS;': tax "cmuh non-partlclpftt.lon Jllllnll1ty lti CClellputlld on thlll tohl of th.. tal< Imd inhrut ftllltlllld, and not
pnid befarll JtlOullry 16. 19'J6, thlll first dny nttlllr the IIHld of thlll tl'lX AllllUtv period. Thill IlonMpnrtI"lpatlon
pemtlty 11 ,.ppllalflbh In tho IUO .!lnnur llnd In the the SIlIIII t1l,e rHlrlotl ftS YOU would oppul the tllx and JntClrut
that hal hIMIn Ilue...d all 1ndicllted on thls notlclII,
INTERESTl
Int.r.lt Is cilarg.d begJnnlng wIth fIrst (IllY of dallnquen.::}', or nlnlll (I)) Monttll ftncl one (I) dllY froll the dllt. of
a.th, to the date 0' paYllent. TIIXliiII which becll1l8 dtlllnquclnt belfora Jnnul!lry 1, 1962 blllllr lnterut l'!lt the rat. of
Ill< (6ll p..rcclt\t per ""nue tlllclll~ted lit ft dlllly rl'lh of .000164, All taxu whIch beellll" dellnqullnt on and flfter
January 1, 1982 will blllllr Int8r8't at II rlltll which will VlIl'Y fl'CM r.l'llllndllr Yllftr to c~lllndar year with that r~te
announcfld by the PA Depllrt.ent of ReVlInue. Thill ftpp!Jcabllll !nhu.ut rlltu for 1962 throllgh )997 ar8/
'!!!r Intlll'e,t Rllte Oally lnt..rut Fllctor :!.2r ~!..LE!.!! Vl'llly Inhrut FlIctcr
1982 ~O;': ,000548 1981 9% .000247
1983 16l . 00fl4~1I 1986-1991 11% .0OOJOl
If}84 11% .000301 1992 'X .000241
19ltS In ,000356 1993.191)4 7% .000192
1986 10% ,000214 1995~1997 ,X .000247
"Int.rut Is oftlculatDd .. '0110WII
INTEREST. BALANCE OF TAX UNPAID X NUHDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NoUc. l"uRd !!lIter the hx heCOIll" QIIllnqu.nt wlll rllfllld 80 lnt.rut cltlcullltlon to flft..., (15) day.
beyond the dl!lt. lJf the "..ell..nt, If Jll'ly..nt ,. _",dIM aher the Inter.st co.puhllon dl'lt. .hown on the
Motta., additional Inhrut ltU..t be cfllcullJted.
PAYMENT I
C'J
0\
I
~;:~
.."
'!.liC
U~: ~,
(
~:~ :.)
DO
1J'~'oh the top portion M thh NoticI and lublllt with VOllr paY"ent JI!!Ide paYl'lbhto the nl\"l and addr...
printed on the rOVersl lId.,
If RESIDENT DECEDENT lI"k. chuQk or !!lonlY ordar p.,yable tOI REGISTER OF WILl.S, AGENT,
If NON'R~stDENT D~CEDENT "'aka chllok or ",onlllY order paYrlblo tOI COHHON~EAl. TH OF PENNSVLVANIA.
REFUND (CRJI A rlfunn of a tax lJredlt, whloh was nat requlIIted 011 thfl Tax Return, flIay b, rllqUlIIted by COMpletIng an
"Appllcation for Refund of PennsylvanIa Inh.rltance and Estate Tax" (REVkl~13l, ApplicatJons are available at
the Offl01 of thl! Regist,r of Wills, any of the 23 Revenue DIstriot Offices or froM the Departllent'R Z4~hu~t
.n.wlrlng s.rvic. nUMbers far forlls order!ngl In Pnnnsylvanla lk800k36?k2050, outlldo Pennsylvania
and w1thJn 10(l1l!l1 Harrisburg erea (717) 787~8094, TDDIt (717) 772'2252 "iellring hpelrlld only),
REPl Y Tal
DISCOUNT I
PENAlTYI
INTERESTl.
QUlIIUonll ragardll1g .rrors oontaJnl.ld on this notIce rlhould bll addrU58d tOI PA Dllpartlllen~ of Rovenue, Burllau
of Individual h!xu. ATTNI Post hSUSIIllnt RevJllw Unit, O"pt. 260601, Harrhburg, PA 17128-0601, phon.
(711) 787'6505,
If ~ny ta~ dUll J. puId within thrll8 (3) ealllndar ~onths aftllr thll dllelldent', doath, a fIve porellnt (S%) dlsoount
of 'he tl!l~ paJd Is allQwed,
The IS% tux afllnuty non-partIolpatlon pen!llty Is cOlllputed on the tutal of tho tax ftnd Inttrlllt auuu,d, and not
paid bofaro Janu.ry 18, 1996, tha fJrst day !lftar tho I1nd of the tax aMnllsty perlod.
Intllrl,t 11 char lied lIoglnn1nll with fJrst day of deUnqueney, or nlnll (9l 1I0nthll and on. (1) dllY frail tho elat. of
death, to tho date of p!lYllent. TrUll' whiCh bocallll dlll1nQUllnt bofore January 1, 1982 bur lnhrlltt at thll rate of
IJX (6%) porcent per annuli oe1euletlld et a daily rate of ,000164, All t8~a. whIch becaMe dellnqulnt on and aft.r
January 1, 1982 101111 boar lntQrest at a rat. wllleh will vary frOM calendar Yllar to cal.ndar year with that rat,
annouMlld bll the PA DllIpart.llnt of Revanull. Thll ftppllClablll Intllr..t ratlll for llJ82 through IlJ97 arel
Veer
Intero.t Rat. Dally In~.ro.t faotor
Vur
Interest RIltll
DaJlv In~erl.t Faotor
1982 20X .00054& 1987 9% ,000247
IlJ&3 16% .000418 1988~i991 11% ,000301
a84 1lX ,00010.\ 1992 91. .000247
1985 UX .000S56 1993.1994 7f. ,000192
19'6 10% .000274 1995'1997 9X ,000247
'.Inter..t 11 calculated .. followlI
INTEREST . BALANCE OF TAK UNPAIO K NUHBER OF OAYS DELINQUENT K DAILY INTEREST FAL~OP
..AI'lY Notice luu.d after tIll tal( beno... dal1nquent wUt reflect an In~tr..t clllc~tl'Uon to flft,"n 05) davI
b,yond th. data of th. 'I.e.\..nt, If paY..n~ Is Ilad. af~.r the lnt.r..t cDllpu\etJon d.t. shown o~ ~h.
Notle., !lddltlone' lnt.rllt .Ult b. c~lculat.d.