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PETITION FOI~ PIWHATE llnd (a~ANT OF LETTERS
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a/so knoll'1I as . /'0:
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('<"""l' (11 (L<,~6~,j",. ,I. ill Ihe
('(11111ll0IlWl:allh or Pl'llnsylvunia
Till' ,)ClitiOIl or till' 1I1l(krsi~l1l'd 1'l''>Pl'L'll'ullv 1 CI)/' l'''l'l1 1 \ thaI:
Your IWliliol1l'l'(s), who h/HI'\' I~ YL'HIS nrap.1..' or older all the (,'\l'l,'lIlCh'"
il1lhl" la'l lI'ill ollhl' ahol'e dl"cl"dol1l~ c1all"d ,~A,~7 j ...._...
al1d <,oclkil(,) c11111"d _,...10'1,/" . .
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h4,L.-- la'l I'amily or prinl'ipal residence III u('v"';~F/L.".{ _c",,<,, .4'/v';-"~ 1J-h.'J!'oe._...lJ~___<c&.t..,.",...,.~
_..()r._i.tA.I'(.'.ktA,A._ L:71/0._,":f/;).(a.J.ol)< .h;."".l." V-----.-------
(11\1 ,lrl't'l. IlIl 111 11\..'1 and 1lI11lKlpalilrt
Del"eIHlenl,llll'n. ?U. yent' or age, died ...z,,('( 7'_____... ___._._, 19..f."'-__..
al_,_ (/~(Udpyt!I.t,-~hl "'-"'1,..,')(11",,",- u_____ ._..____._.~__,
E'll.'l'pl a... follows, dl'l'l'dclll did l10l marry, W1I'I l",oll,IiVO!'(l'd and did 1101 have a f.:hild born or adopted
nl'ler 1"\ <'<'U I 1011 of Ihe~. ofkrl'd for prohate: \l'as l1olth,' l''''lilll or a ,illing al1d \I'll' nel'cr lldjudicUlcd
inl..'OllllwIl'lll: ,._.____,_d~,,_I../(J{., _____ '- _, , ______. .,________ .. .., ,,_,__., _-.__.___.___.__.__'----'--m~_
IkCl'lldt.'1l1 at dealh oWlled propi.'rl)' with L'stilllutcd vnhu,'s i1!-. follows:
(II' d0l11il'iictl in I'll.) All P<'IVI/ldl prop"rt~'
(If IWI domiciled in Pa,) Pcrsnl1ul pH~pl'rty ill Pennsylvania
(II lint dOlllk'i1l'd in Pil.) Ill,t'sollul ProPl'rly ill County
Vallll' or l'L'ld l'~lall' ill Pt.'llns\'h'\\I1ia
sitU<lll'd a... folln\\''\:' ____ ,__~ A/o.(~/(-'_
$ -+- ':i 77-'; 7J>
_....____----It!:...._.~__~
$ .----.
L______
$.._--~------
WIII:RHORI:, pelilhl1l'r('j rl'speetl'ully
Pl'l"l'llll'd IlI..'l'cwilh and 1111..' gralll of kllel'l,__
rl'Quesl\2 Ihe prnlHlle nI' thc lllst will IInd codicll(s)
... ./4,,,,_,,-,,-,-',, -ftJlor___________._~_.__ '
ill''ii,llll('lllaf~'~ admlllhlralioll \.',l.il,; IldrnlnislrHlICln (I,h,n,~',t,u,)
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OATH OJ! I)EI~SONAL IU<:PRESENTATlVE
COMMONWEAI...-II 0... I'ENNS\'I,\'ANIA
COl:NT\' 0... CUMBERLAND
I
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TIH' pl.'lili{H1L'I(<.,) ,dl(l\'l'-llllllIL'd 'I\\l'al'(<.,l OJ" aITill1l{<..) lhal thl.' statl'llll'llls in I hI.' fOI'l'going petition arc
IrUl' dlld\-'orrL'L'II(J till' hnl 01 11\1.' ~lIO\\kt.lgl' and helieI' (l 'tr"litiollL'r(\1 and thaI as persollul rcpres~m.
10111\\'(',) Ill' I Ill' aho\\.' dl'l'l'dL'tll JWlllitllli..'rbJ will wI.'! I IJuly :li.~11'1' I Ill' l' Ie according to law,
S\\."III 1<' 01 ".IIiI"""ITf1"d "lIh"'lil"".1 I.... 'Jtd"- (b)., / ~ ~
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..II"de ,. 'tLU'Lu (.e,. .' // .Ie, )J' X~.-((Ll ;;:
',r/ M(~RY C. LEWIS licl'/I(," I (.. 1 s
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71 - 96 - 770
STATE OF NEW YORK
SURROGATE'S COURT COUNTY OF
Probate Proceeding, Will of
___._____ G t:' ~c_~~_:__.sJli:..c;~t'
UllIcealed
AFFIDAVIT
OF
WITNESSES
SCPA t 406
May 3, 1989
Dated: ____ ____..__.__ _____...___ _ ____. ____..._..._.__...~
Witnessed by: _I_~_e.ll..e.__C_._. .qE_a v_s'l._ _._ .___._____.______...__
. __~a~cyJ acobs..en
STATE OF NEW YORK
COUNTY OF TIOGA
Sl:1:
I, _ I r el1~_C:.~ _c;F_av_el1_ ____._.__ _.___ residing at--.l.~_J3E_~~_..E.~E~.e_~__Ow e go, New
being duly sworn and examined as a witness In this proceeding, testify as follows:
York
,
(1) That I have been shown (cross out line (a) or (b) below)
(a) the Instrument above described
(b) the attached Court certified copy of the Instrument above described
purporting to be the Last Will and Testament of the decedent above named.
(2) That on the date indicated in such instrument I saw the decedent subscribe the
~...;me at the place thereon where decedent's signature appears, and I heard the
decedent declare such instrument to be his (her) Last Will and Testament,
(3) That I thereafter signed my name to such instrument as a witness t.hereto at the
request of the decedent and in the presence of the decedent,
(4) That at the time the decedent subscribed and executed such Instrument the
decedent in all r.espects appeared to be, and I am of the opinion and believe that
decedent was, of full age, of sound and disposing mind, memory and understand.
ing, competent to make a will, and not under any restraint,
(5) That I saw the other witness(es) above named sign as a witness at the end of said
instrument and I I~now said signature was made at the request of and in the
presence of said decedent.
(6) That this affidavit is made at the request of
Namt of EM.cutor, Proponent or Attorney
swor~lned and subscribed before me orl
47~/~"~r~.~."
No..ry publla. SIa'O al Now York
R~glllr.llan No, 476Q161
My COMml..lon Explr..
OlIO. 31,18 .2fj
~-t~_
(SECOND AFFIDAVIT IS ON OTHER SIDE)
? I - 96 - I?()
STATE OF NEW YORK
SURROGATE'S COURT COUNTY OF e.1(,1(,'I/;\;"
Probate Proceeding, Will of
Grace A.Spicer_
Dac.aBed
I'
,
'( ,
AFfIDAV~T
:'1) .-) OF" '.-
WITNESSES
SCPA1406
Witnessed by:
5-3-89
Dated:._ ._______.._.
Irene C. Graven
nl'ta_nc.y JAcQI::lSen
C'I
"
CUI
STATE OF NEW YORK
COUNTY OF TIOGA
55:
I, _t:lal1cl.Jacoi)sEl_r1.. residing at_B()_~~~2.3.A,_RPliLELngLcCJ_ttL~e_V\ York
being duly sworn and examined as a witness In this proceeding, testify as follows:
(1) That I have been shown Icmss out line (a) or (b) below)
(a) the instrument above described
(b) the attached Court certified copy of the instr'ument above described
pur'porting to be the Last Will and Testament of the decedent abov8 named.
(2) That on the date indicated in such Instrument I saw the decedent subscribe the
same at the place thereon where decedent's signature appears, am': I heard the
decedent declare such instrument to be his (her) Last Will and Testament,
(3) That I thereafter signed my name to such instrument as a witness thereto at the
request of the decedent and in the presence of the decedent.
(4) That at the time the decedent subscribed and executed such instrument the
decedent In all respects appeared to be, and I am of the opinion and believ,," that
decedent was, of full age, of sound and disposing mind, memory and understand.
lng, competent to make a will, and not under' any restraint,
(5) That I saw the other witness(es) alJove named sign as a witness at tIle end of said
instrument and I know said signature was made at the request of and in the
presence of said decedeht,
(6) That this affidavit Is made at the request of
Name of Executor, Proponent or Attorney
Sworn, e~amLned and subs~rlbed befj.,e me on
tJDa;t /X -- ~~_H , _ ,19) - 'JA~fJ}0-'~~---
-~Z/,
o INot I Y Publici OQAOTflY M, STEWART
Notarv Puhllc, 8\1110 a' New York
R"IJ"tr,'lun No, 4760261
-"V com",lul('ln~lCpho' (SECOND AFFIDAVIT IS ON OTHER SIDE)
flee, 31, 19 'It.L.
/ ') / / _', / I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
Ilv,lmfh il29111
'PILI HUM".
c--,
W
COMMONWfAlTH 0' P'fNNS'I'LVANIA
OE'ARTMENT m lEVENUf
OEI'T.280601
HAUISIUIW, PA 11121.0601
.~_..---.-. 5{(([;[Nl;i Nmr- (iAi'ttiRtr-KfrtrMiiiii(TTt~lfi^lT- . __.0--
g Spicer, Grace n.
o
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:-=::.::.::_-::-:::::---:. ",:~B!~~ltl '0 Atuw"EliALLQUESTIONS-ON IitVERsESIDEANo-ycfiICitIcK MAiN" .---------
Under penollitl\ 0/ pflrtu(;~ ido~Jqr~"'hot '1-'h~-:;-~"';~;;i~~J"'I;'I-rll'I~ln: jn(I~lclifl!1 (I({(lmpll~Ylllq ',( ~t1(j~lf;,"~~;r~~j;;';;;;:-;;~di';;"he--b-;-,;---;;r;r-k'~'~:i:~i9'~"~-;;-~I h~I'I'il;(
it h true, (orll1<1 ond COltlplllln .' ondnrn thol nl! l!Hll Allo!;' hell huon lllll<)rtllrl 1l1lrllO nhlr~f'!' lIolll;) [)f'Ic1ornlion r:>f prfllHlrflf othfH thof1 Infl ptl,wnnlrofJrIl\fllllnlivlI II
bOled On 011 In/ormnlion of wlllrh pfOpurOI ho\ nny ~nowttld\l"
~:tz~Jr!"':'l"~(j/'j:~\7f2"'-)\+.lf'~~~(j(""U'f ''''''~I ("1.1,,, / 1/ L),
IIr." " '""''' ""C'Jii 1^,III""}~I~1 ""''"''''_"".
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96
Ii
0/20
~()(IAI stcuil.llV NlJMftfR
COUNTY CODE
,-- --, - oill{)h-ll ,ii:'OMPl'rTf. AD.O~RE-SS
ClIIIlIwrlill1d COUlIly Nurslll~1 HOl1w
3/~ CIMell10lll Dr.
Cilrllsic, pn 170i3
("~_~Ir ..C~J1l11~~ ,..1 ~lLl(L
!I 3
YEAR
,"UMBER
IOAfr OF 11[11111
119/96
IDAIf or IiIIHII
i/lU/o6
099-32-0630
I xl I Originnl Retufn
7 5upplomolllul ROlutn
Remaindor Rlllurn
(for dates of deolh prior to 12.13,07)
Federal Eslalll Tax
Relurn Required
Total Numbor of Safe Deposit [\Ol(()~
II.
limilod Eslate
I 5
40 Futuro Inttnou Compromisft
Ifo( dClto~ 01 dftClth (lftllf 12,12.82)
Ixl6, Decedent Died Teslale 7, Doccdold Mointoincd Cl Ul'il1g Tru.I
(Alloch copy 01 Willi (Allorh wpy 01 TruI11
ALLCORRESPONDINCE ANti c:H~;:iil(I';IAL IAXINFORMAflON SHOULD BE DllllC1'<'9c!€'
NIIMC--*-"------" - - ,_..,_. --_..._-- -------...~- OMPUl[ MAiliNG ADDRESS " .
Donaid F. D~vis, ALtorney at Lavl DonClJd F. Davis, Esq.
"LE"j()N'NUl.i8f'-------------m- __.m___ ------..---------..- 89 Diddie Rd.
/17 774-41,00 exl. 339 Cur-ilsle, PA 17013
,~J=,=,-._=oLo-,,=,===__=-._='''-, "e--
__6
.----:"'rJ...,.,~._.,"..."._....._,_,.__'''_
,
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.....
--:::-::.-~==:-.:.=:=-=..;:'=---=:=-=---:..-;:::--~-_::::T:;::!..:::=-;---=-=.=
I, Rool Eslalo (Schodulo A) 1 11 _ ..___________..___
2_ Slacks and BondslSchodulo BI ( 21_________
3_ Clololy Hold Slack/Partnership Inloresl (Schodulo q I 31 _ _ _______________
4, M01tgago. and Nal" Rocoivobl. ISchodul. DI I 41 _ ___________.._________
5, Cash, Bank Oeposil1 & Miscellaneous Penonal Properly( 51 _,__J...J1LJ2.?_.___,.~_
(Schodule E) .-
6_ Joinlly Ownod Proporty ISchodulo fl ( 61 __ ___ _ ____
7, Tronslors (Schodulo G) ISchodulo l) I 71 _,_______________________
8, Total Gro$$ Assets (!olallines 1-71
9, Funeral Expenses, Administroti...e Cosl1, Milcttllaneous
Expon.os (Schodulo HI
10, Dobis, Morlgago liabUiliol, lions ISchodulo II
11.- T alai Doduction. II0loi lines 9 & 101
12, Not ValuB of Estate {line 8 minus line 111
13. Chari!able and Governmental Bequests (Schedule J)
14, Nol Valuo Subloct 10 Tax llino 12 minullin~__I~L_______
15, Amounl ollino 14 laxable 01 6% ralo (151____
llndud~ values from Schedule K or Schedule M.)
16, Amount of line 14 IClJl:able at 15% ralo
Ilnclude values from Schedule K or Schodllle M,)
17, Principal tax duo (Add tox from line 15 and lrom linn 16.)
18, Credits Prior Poymen!s Ditcounl
h)
( 81
4377.02
( 91 _-4_QJLOO
1101 _~2_~454~~~______
23,460.62
1111 -----------0
112) ________________
1131 __________0___
(141 0
_ ____~_______________ X ,06 a ___________ __0__
(161
_______________,___X ,15 = _____________0___
(171_
_0
IntereS!
o
"
lQ, If linn 18 is greater Ihan line 17, enter tho difforonco on Ii no 19, This is tho OVERPAYMENT.
mLI
20, If lino 17 is greater thon liM 18, ftnlor the diff(H(lnc(l- on Ii/l(! 20 Thi, is tha TAX DUE,
A, hlnr tho intef(HI on the bolonce dUll on lino 20A
B, Entflf the 10101 of line 20 and 20A on lino 208, Thil is th(l 8ALANCE DUE.
~ak. Check Payable to: Regist., of Willi, Agent
1161
119)
Chl:/Ck ho,~ If you CltQ roquosting Q tolund of ou, ovorpayment.
1201
120AI
120BI
o
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II tl!~7
(1111/
't)7 II)
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IIfI'UII [~. (',III
SCHEDULE H
,,~~:~~ FUNERAL EXPENSES,
COMM()NW';L~;' ;';;'NNmvAN,^ ADMINISTRATIVE COSTS AND
INHERITANCE 1Ak RflURN MISCELLANEOUS EXPENSES
'rs'O'NTO'CWENI . p~~~!__Pr_~nt ar TV!,O.
mATE OF~,~=-;'~~:~----~------ - - - n_ -- -- - - - - ----- rL~ ~~~:_E~20 ____~____
ITEM
NUMBER
- ..,.___ _..._ _ ______~'.._'._n...__.._. ___,
A, Funeral hpenlo"
DESCRIPTION
AM9UNT
I.
Richards Funeral Horne
Organist - Betty Richard.
Clergyman - ,Glenn Strope
372,50
15.00
15,00
B. Administrative Casts I
4.
C.
1.
2,
3,
4.
5,
6,
7,
a,
I.
Porsanal Repr.sontatlvo CammllSions
Saclal Securlly Numbor af Pe"anal Repro,entatlve: 480
Yoar Cammlsslans paid 1 qq7__.
0990
218,85
40
2,
218,85
Attarney Feo,
Donald F. Davis, Attorney and COUnsellor at Law
89 Biddie Rd., Carlisle, PA 17013
3, Family Exemptlall
Claimant
Addross af Claimanl at decedenl" dealh
Stroel Addr'.ss __
City
Rolatianship _
_Stote
Zip Code
Prabato Foe,
39.00
Miscellaneous Expense"
Travel, mailing, copying for" probate, claims, etc.
27.90
Advertisement expense:
Cumberland Law Journal
Sentlrlel
$ 5 o. 00
~6. 90
106.90
- -'.'-~'"'-'---'-'~-___"~'~__M_~'_'__,~_~,_,_",______.____~____
TOTAL (AI,a onlor an linn 9, Rocapllulatlan)
(II maro space I. no.dod. Iniarl addltlanal.heets of lame slln.1
S
1,01/1.00
/,,-: /,F:> -//
BUREAU Of INDIVIDUAl T AXfS
I Nil! !-I [! MH I I ^~ 111'.'1', lllN
!lIlli, ,'/lIlI,I,1
llAklilSI\UIJ(;, IIA l/l.'~ ulIOl
COMMONWEAL TH OF PENNSYLVANIA I "V"
DEPARTMENT OF REVENUE r"l, I"
0",'- 11-,,),(1
NO'I [cr 01' HHlUH T ANCI 'AX '1,1; ;:0 \ ~ ' t' (I
API'I/AISEMfNT I AI.I.O\olANCi: OR DI;,AII OWANtt: l',_dJ It (, jJ
or DEDUCTIONS AND ^SSfSSMfNT Dr 1 ^X \'11 ) ,
1,\.-,.
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MAKE CHECK PAYABLE AND
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FDR YOUR RECORDS ~
REV'- iS4T EX" "AFiq oi":m" "NoYfoE"oF " YNHERYf Ati'cfi'"AX" A"pPRA"iSEM"ENi'",""" L. i."oWAt.ic E" b"il""" "......" - -..."
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GRACE A FILE NO. 21 96-0720 ACN 101
If an assessment was issued previouslY, linBS 14, IS and/or 1&, 17 and IB
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX;
1S. Amount of Line 14 .t Spous.l
1&. A~Dunt 01 Line 14 t.xablB at
17, Amount of U". 14 t.'l<ebl. .t
18, Princip.l Tax Due
DONALD F DAVIS ATTY
89 BIDDLE RD
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
SPIEER
TAX RETURN WAS, I XI ACCEPTFD AS FILED
RESERVATIDN CONCERNING FUTURE INTEREST" SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule Al (1)
2, stocks and Bonds (SchecJule 8 J (2'
5, Closely Held stook/Partnership Inhr-as-t (Schedule Cl (3)
4, Mortgages/Notes Recei vablo (Schedule 0 I (41
5, Cash/Bank Deposits/Mise, Personal P,'operty (Sohedule El (51
(" Jointly Owned Propel"ty (Schedule f) (61
7, Trllnsfers (Schedule G) 171
8, Total Assets
APPRDVED DEDUCTIONS AND EXEMPTIONS:
c), Funeral Expenses/Adm. Costs/Hise, Expenses (Sohedule Hl (en
10, Debts/Mortgage Liabilities/Liens (Schedule II (10)
11, Tot.1 Oeductions
12, N.t V.lue of Tax R.turn
13, Char i table/Government.l Beque,t, (Soh.duh JI
14. N.t V.lue of Est.t. Subj.~t to Tax
NOTE:
rat.
l in.aI/Class A rite
Coll.terll/Class Brat.
1151
11&1
1171
08 -11- 9 7
SPIIER
07-09-96
21 96-0720
CUMBERLAND
101
Amount Remi Had
) CflANGED
,00
,00
,00
,00
4,377 ,02
,00
,00
18)
1,014,00
22,454,62
Ill)
1121
11!1
1141
,00
,00
,00
x ,00,
X ,06,
X ,15,
1181
"_' "'/"1"[:1 '}l
('
GRACE
A
,-j
u__i
REMIT PAYMENT
TO;
DATE
08-11-97
NOTE: To insure proper
orad! t to your accoun.~}
submi t the ur,.per pod ion
of this form with your
tax payment.
4,377,02
?3.46R 62
19,091.60-
,00
19,091.60-
will
,00
,00
.00
,00
TAX CREDITS:
[---P~~:ENT.-l-- -- RNEU~BI~T -- --- ----~~;E:e~STC/O~ENJ p~;f~--;7--- ----~;O~~~ _;~~U__
----t ---- -------------T------------
_____1 -----t-"''''.i-''''',-r ------...- .
l_~"_LANCE_~:--TA~IlUE_j-: ~------ ~(JO _.~
t=~~~~-~~rLA~~E PEN't _ w_ u_ _ : ~ ~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFlHTf.D AS ^ "CREOITIl (CR I, YOU HAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS fORM FOR INSTRUCHDNS, 1
r')
tl~
,-
L _ ,,- _..' ,,~~,
RESERVATIOH1!'~'t"at"u bf ~~~Qd8nt,'~v'-ff,g on or before DSQsnlb&r 12, 1982,u if any futuro IntGrGst if1 thG GStato Is trMsferrGd
In poslUlulon or onja!/hflt to C1U9 B (0011ato/"8ll bi:lt\eflcJarlu of tile decedQt)\ after thQ Ql<plratlon of any 'ilstate for
II fe or for years, the Cotllnlonwoal th hQreby lUo:pross!y rlUQrVeS the r 19ht to lIPprtl1sra and allllu~, trilnsfrar Inherl talitl8 hxu
8t t,he lawful Class B Cooll<ihra1) rate on llny suoh fuhlrCl Intrarrast.
PURPOSE OF
HOTICE: To fulfil! the roqulrements of SectIon 2140 of the InhQrltanoe and Estat& Till< Act, Aot 21 of 1995, cn P,S,
SlJotlon 9140>'
PAVMUHI Oet,ach the top portion of this Notlco <lnd submit with YOllr paymo1nt to the Raglstor 6f Wills prInted an the rQverse side.
-"Hake check or money order p-tlY<lllle tOI REGISTER OF' WILLS J AGENT
REFUND {CRll A rofund of 8 tax credit, whloh WilS not roquestRd on the Tm: Return, may be requested by completing an "Application
for Refund of Pennsylvania InheritaM€I and (state lax" (REv.13t3), App1Jcatlans.are available at the Office
of the Roglster of WIlls, an~ of the 23 Rqvenuo District Offices, or by cnlling the spacial 24-hour
answorlnlJ sQrvlce nllmbers for fC'lrms ordllrlng: In PRnnsvlv<lnla 1.'800-362"2050, outsIde PennSYllJMla and
within local Harrisburg are.. (717) 787-8094, TOOl! OIl) 772-2252 (HlI<lrlng Imp<llrod Onh).
ORJECTIONSI Any ptlrt"y In Interest not satisfied with tho appraisement, allowanca or dlsallowanca of daductions, or Bssessment
of tax (Including discount or IntorestJ ns showf1 on \hls NotJco must objoct within sixty 160l da~s of ,lilCIilIpt of
this Notice by:
--wrltt"n protQst t"o the PA DRFHirtmanl of Rovenue, Ronrd of AppllBls, Dilpt, 281021, HarriSburg, PA 17128-1021, OR
-~alect1on to hllv" tho ,"stter dntermInod !It BudIt of the accmmt of the personal ropr.Qsontath/G, OR
--lIPpe1l1 to the Orphans' Court.
ADHIN
ISTRATIIJE
CORRECTIONS:
factual errors dIscovored on thIn assessment should be addreRsed In writIng to: PA Departmont of Revenue,
Burllau of IndIvidual Taxus, ATTN: Post Auessment Rovlow Unit, Dopt. 280601, Harrisburg, PA 17128.0601
Phone (717) 787.6505. SIllt page 5 of the bo(,klot "Instructlons for Inhodtance hue Return for a RlllldClnt
Deoedent" (REV-ISO I ) for 8n IlKplanbtJon of adlllInlstrBtlveIY correotllb18 errors,
DISCOUNT I
If any tax due Is paid wIthin three (3\ cal~nd8r ~onths after the decedent's dellth, s five percent (5%) dJ.oount of
tho tal< paid In allowed,
PENAl TV I
Tho 15% ta-l< 8Nnalty non4psrtlclplltIon pennlty Is co.puted on the totel of the t~x and Inter.st aSI..sed, and not
pl'lld befont Jl'lnullry 18, 1996, the first dny efter the end of the tax lImnuh period. This non-pa-rtlolp!itlori
ponl!llty 15 8-llpulable In the same "'l!lnner lInd In the the Ra"'e time period as you would lIppeal the till( ftnd Interut
thtlt has; been auessed I'll lndic~ted on this not ICQ,
INTEREST:
lr.t8rust Is charg8d begInning with first day of d81lnquoncy, or nino (9) months end ona (I) dey from the dato of
dlUlth, to the dllte of paymClnt. TeJo:u which became dClllnquunt bofor. ,January I, 1982 bear interut at the rat_ of
'Ix (6%) pClrcent por ennulII calculated llt ft dlllly rate Ilf .000l64, All tl'lXllS which beoamo dttllnqu8nt on l!Ind nftQr
January 1, 1982 will bear Interut at a rato which will vary frollt calendsr year to calendar year with that rllto
announced by the PA Dopartment of flel,lDnUO, Thl'i applicablo Interest ratu for 1982 through 1997 sro:
'!.!!r IntRrelt Rah Dally IntorOlt FActor ~ Intorost Rllt. Dally I"ter8llt FfIOtor
\982 20% ,0001)(1l1 1987 li% .0007.47
1983 16% ,0004~a 1988-19lJ\ 11% ,000301
1984 11:1, ,000301 1992 9Y. ,000247
1985 BY. ,00O~I;j(1 IlJq3-1994 7% ,000192
1986 lilY. ,0004'74 19c)!l-1997 9% ,000247
u[nt_rOlt II calcuhtud .. followsl
INTEREST 0 BALANCE or TAX UNPAID X NU~BER or DAYS DELINQUENT X DAILY INTEREST rAcTOR
--Any Notlca I,sued after the tft'l/ tutCollla, 114illnqluII:t will r.fl.ct tin lnt.rut cftlculfttilm to flfte~tn (lS) days
boyol'd the dflte tlf tho l1!i1l4l11lllUtllt. If pllVlllont II "'flfle nfhlr the IntClrut tlCllllPutntlnn llnte shown on the
Notice, nc",ltlClmll lntt.rltst /lIUlt be cll!clllat.d,