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PETITION "'OR ..lmnATE 1I11d (;HANT 0... LETTEnS
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nil' IWlilioll or thl' urldl.'1."lglled I'L''lIlt'l'lltrlly IL'IHl'WIII'" that:
Ymll pt'lilhHll'r(~,I, who is/HIT IX YL'lll'" of Ugl' 01' older all the l',\l'CIIIDR..
ill 1110 lasl will "I Ihe al1"l'(' d<'l'I'Ik,ll, dl1I<'d 'f10/ ~'& .
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F.,,'cpl '" r"llows, dec",k111 did IHIIIII"rIY, wa, 1101 dil'olwd "lid did 1IOII1al'c a child born OIadoplcd
nf'ter t'.'\l'l'Uliol1 of !Ill' will ofl'l'l'cd for Pl'ObUIL'; was nol thl' vklll1111f il killingHlld wus never adjudicnted
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(II domicilcd ill 1'11,) ;\11 pmollall'roperry
(If nol dOI1lk:ik>d III PH,) I'L'rsunal properlY in Penl1sylvunia
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OATil OF PERSONAL REPRESENTATIVE
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COMMONWSAllHOPPENHSYlVANIA I DI1PARfMENTOf HEAl.TH I Vll"l RECORDS
CERTIFICATE OF DEATH
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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(OMMOt~W[ALHI Of !'F-r-~HSYlv^NIA
DEPAlIIMENl OF Rf:VHIUE
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(IOf dOllH bf drl(tth oltar 12,12.02)
[)j 6, Docod(lnt Diad To~toto [I 7, DO(lldont MoilltollVld ulivinq Trult
IAlladl copy of WlII) {Atl{1(h copy of Trull) ,
ALL CORRESPONDENCE AN-O CONFIDENTIA~ TAX INFORMATION SHO~ DIRECTED, T(W!':'''::.,
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Harding and Warren
38 West 'l'hird ~reet . :n
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II' AHII<"ftlfIIIJR\lI\lltlG ~POIH"~ ~IAMf IIA~r. rl~~r MlllMlf'Olt III'lIAll
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. Rebecca L. Warren, Esquire
][LErllCi/H llUMMR
J}lII~'ZM-,-:,Ji-UO.
R(lol E~I(l16 (Schedulo A)
Slocks and Bonds (Schndulo B)
Closely Hale! StockfPmlner5hip lntorost (Schodulo C)
Morlgagos and I-./olos Recolvoble (Schedule D)
Cmh, Bank D(lposits & Mlscellanoous Perwnal Proporly
IS,h,dule EI
Joil\tly Owned Property (Schodule f)
Tramlon (Schodule OJ (Schodulo l)
Tolol Gron Aueh (tolol Lines 1-7)
funerol Expensel, Administrative Costs, Miscellaneous
Expenses (Schedulo HI
DobIs, Mortgage Uablllllos, lions (SchodiJle I)
T Old! Deductions (Iolal lines 9 & 10J
12. No! Valllo of Estate (Line 8 minus Line 11)
13, Chorllablo and GOl'ornmontol Bequests (Schedule J)
~~.:_,~.?~ Value Subject 10 lox (Line _,~,.~_~lnu,.~.~!.lJl
Spousal Transfers (for doles of dealh (fllor 6-30-94)
Se(l Ilulructlon$ for Appllcoblo Percont(fge on ROl'ono
Sido, (Include ~'Cllve$ horn Sthodvle K or Schedvlo M,)
Amounl 01 line 14 Iclxoblo 01 6% role
(Include valuo! from Schodule K or Schedule M,l
Amount of Line 14 taKoble at 15% rate
(Indudo volue~ from Schedule K or Schedule M,)
PrlnclpollllK due (Add tOll. from lines 15, 16 and 17.)
(rodits Spousal Poverty Cradit Prior Paymonts
; 6,500,00 ;
( '..
FOR DATlS OF DEATH AREA U/JI/9t ClUCK HEAl
If A SPOUSAL
POVERTY CRIDIT IS CLAIMED I I
flU NUM8IR
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LOUt.HY coDl'
96
HAil
0722
HUMOER
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SupplolT1'JIII(t1 Rulurfl
37. State Road
Hechanicsburg, PA 17055
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113,
Rrlm(lilldo! Roturn
(for doles of clllCllh prior to 12,13.82)
Federal E\ldle TOK Roturn R(lquirfld
115.
. B. Tote11 Numbor of Sole DOpOll1 Boxlll
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141
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191 ____16..1453.24......___
268.69 '
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1141
160 ,6(~6 ._~_8.___
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Diicount
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(19) _..__a,.9.4]~31i....____.
(201 ________
If line lQ is groater IllClf1 lin(l
101[1
1 B, cnllll thf:' dif/ofoncll 01\ Line 70, Thl, i, the OVERPAYMENT,
692.64
(heelt here I' you aro foquostin(l 0 rolund 0' your ovcqiaymonl.
(211
{21AI
(216)
692.64
lIUno 19 is wealer than line 19, onlor tho difforollcll 011 !.if\(' 21, This II the TAX DUE,
A, tntor Iho intero~1 on Ihu balnflc(' duo on lilHl 21 A
e. Enltl! Iho tolol ofllllo 21 nnd 21 ^ on Un{\ /1 fi, Thil h 1illl OAlANCE OUE.
L Make Check Pav<<ble to: R'I'l"tllf of WlII" Agenl
----------~-~.-iiE-5uRE-TOcANSWEN ALlQUESTiONS~ON IlEVERSJ:SIDE AND TO RECHfCK M-ATH ....;(- <11(--- ..
U ndor p{trl~il-i-;;~'~)r ',~~~-i;;; y~--i-d~-a-~7~tl;~1I-'11;;~"~~; '~:!~f1d' I hi~ ro I ~ f n, inci~)ai;)~-I- ;-~c-~ rnp~1'~yi;;'9--;~ E~(f;II~~' ~-,;~i"~t~i ~;;;~~ nnd -i;ll;~~Il-;~i'.~i ~l~y 'k ~~~i~'dg;~;ld 'b~'I)~';
il is truo, \;orrod {Jnd wmplel!J I docloro lho! nil ronl fHlnto hns bflOI1 roporlnd (lllfU{1 t!lmklll I'(llue. Docl(Hntinrl of pr(lporlH olhnr than Ih(l p(lnollol r(lpl(l~6ntClIIV6 is
b". '"(.-0.11. Ovl.11.1'1_~:_111,(1.I;O.I.,."f.. Wyl ;'.I.'I.'.-r~l)a!.o...'. 1,.(I-S-~H-1L~-n~~-I-t1(1-9U
51(1t.1 ."_JI1 I P R5cJr~.R[~I'W'ISIBI. fU.R ,~~~!_~t~~~,~'~~~_. AllORI ~~ (i^lf
(. , ",<//lrcL\:J..J.H' ,_.) Box 348, Hifflinville, P^ 18631 ;.'L'r II!
~ful1A f I'll I,;')i'lll ()le:"HAII111I'H ml{.~Hv( ....I){JRI~', ('AI[
. I'l. ~. 38 West 'I'hird Street, Bloomsburg, PA 17815 '.Z'~'T
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF JANET E, HERRON
FILE NUMBER 21.96.07U
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
I. Members Federal Credit Union, Checking Account
No. 136441-11
$ 867.20
52,158,20
100.00
1,000.00
1,800.00
897,78
12.90
2.99
499.98
21.58
16.52
19,05
1.50
74.62
63,00
S 57,535,32.
2. Members Federal Credit Union, Investment Savings Account
No. 136441-05
3. 1975 Oldsmobile Vista Cruise, see attached appraisal
4. 1979 Oldsmobile 98 Sedan, see attached apprais~l
5. 1986 Chevrolet Celebrity Station Wagon, see attached appraisal
6, Personal property, household fumishings @ yard sales price
7. Allstate, refund of unexpended car insurance premium
8. Guidepost Magazine, subscription refund
9, Credit for 1996 School Real Estate Tax
10. TV Guide, subscription rcfund
I 1. American Legion Trust, membership refund
12. Sentinel, subscription refund
13. Novus, refund
14. Members First, membership refund
15, Allstate, homeowners unexpended premium refund
TOTAL
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF JANET E, HERRON
FILE NUMBER 21-96-0721
Jqinttenant(s):
NAME
ADDRESS
RELA TIONSHIP
TO DECEDENT
A. Chad D. Herron
32 Slale Road
Mechanicsburg, P A 17055
Grandson
Jointly-owned property:
ITEM LETTER DATE DESCRJPTION OF PROPERTY TOTALVAWE DECO'S DOLLAR
NUMBER FOR MADE OF ASSET %INT, V AWE OF
JOINT JOINT DECO'S INT
1. A 10-07-94 Members Federal Credit Union,
Share Savinga Accl. No, 136441-00 $ 563.11 50% S 281.55
2. A 06-02-94 PNC Bank, N.A., Savings Aect.
No. 5080280032 43.48 50% 21.74
3. A 06-94 1960 Oldsmobile 100,00 50% 50.00
TOTAL
$ 353.29
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF JANET E. HERRON
FILE NUMBER 21-96-0722
ITEM
NUMBER
DESCRlPTION
1. Central PA Respiratory, Inc.
2. PP&L, statement August 5.September 3
3. Bell Atlantic, stalement August 17-September 18
4. Suburban Cable
5, Cellular One
6. York Waste Disposal, Inc.
TOTAL
I"
AMOUNT
$ 23.72
88.37
86.79
19,55
15,22
35.04
$ 268.69
L,. B~T1LBMBNT OIl^"O~"-TB'2496-' ..
;1;'- TOTAIsAiE9:ARoKER"'s COMMI9910N bl,.d nil "rle. i .-.'-'-ITij'5o.o'-:-oo~'~o'--
1)1~~\;'i~)~~(~li. (-:IJ_(!~il:~;~;;i~G~(IIf);1700i- !~~~~il."W!\ _ _t(~ ~~r!.:~~~~ -~- t!t ulI~~ -~~~L_ :.--
10\ '~____.:!1J~.~ ~~9 _ I~.___._._.~_.. . ~t~~1~._~l~~!~llo_!.~._gQf!l~2!:
!~?.$ 10 .___._..._____..
{.~~. _~~~~I~~~~~lji n i;iA'l ~iIIIIOI~;~~\i' .=--=~~_. _ __ ~~________ __"..
"llllrl'1!Ii!.';IIIIIMlllI
1'.Iil" ~
~A.1Ii rt\oM ilAlh flioM-
DonnOWI!It'9 lltU.tll''J
rlltlll91.1 Fill/un ^'
UllTlLBMfilH IJlllH,IlMrtll
~~1X~~I'~f~~i~~'- ..,.,._,.~_..-_..~~...."."..
'-t\{iA'i.;i;:f,f!:-;X:'\,. "'..... '
.. -.....- ....-..,i"Fio~li'ii-....
IW!l
1110
1111
1112.
1113
1200, aovi'R'NMiNT REOOROINa ANO TRANlIFER CIIARaB8
1201,nocordlngfonDQod$ 23.50 Morlgnuo$ 31.50
iW2 Cilvicn\lllly lilK/slamps [)ilOd $ 1195. OOMorlyngo S
\203, BIlllo InK/I,llltnps: nond $ 1195. OOMolIgngn $
iZ04, Ese, fi1Ti. tx SeclIred Land 'l'ransfere
1205
1300 ADDIllONAL SETTLEMENT CHARDElI
1301. Rurvoy . . 10
1302 Posl !/IspeCJlioll 10
'!!!!. 'lint/WtV~____._ 'Ellvl.roglleet
\30~ lIame W~ lTaek Gnu9fi8n Realtor
,;or, Homerllep. ---:-----jPOC.Il)-____
1400 TClTAL_~ETTleMetn CIlARQES (nllln/onlilll.ltJ.~~~E(jCIl\l'IIJlll\cjK)
104
8Or;-ilSMii"PiYA~i.E IN Cotl'HicTiONWii'tiToAij- on .~_.-.-_. ~...- . ...----~~._.~-
lirlIl.~iigiiiniioor~-----;r--~.-.._.----~.-.-------...---..----.--.~-.. ~------ ... ..-...--. -..,...
802 l~)nrl (llscou;i"--'--"~-%-----.-'--_.'- ----, ~ ~~.'-----~_.-.._---- ..____.....__.~nh
801-AilluolRnl f 00 10 -u.----if. E:M()'t't:~RerT:-(~~50POCJ-- _~___~~_h ..
F~~_~~~~~!~opnfl ~ -===~~-=-=_=RJLltoi!:..J~~8B~1~ 56p5cn~~=- _ -_._-~-~- .'-.~.~ ~.~-= _.~=....==-.
U05. (ofIClor$ 1I1spocllotl roo
'806" MOflgnuo lrIS;I'i8r~^Nliicnl~iiTii~--_-=-==------=------
mIl ASfolllnplionFoo
AO;-!~9.a,:.~1r~JL"_---~--~--~=-~..'B~~r r~8~'~tej12.E~g~ue RQU , :~=-~125. OQ ~:-==:==~=:
:~:~~Ii ~::~--~----'-'~~~r-~;~~:~:~~::pl~~: ~~:: .__..l~;: ~% -----
81' 'fax S~~-======~..._PII]! Mortgage Ser~i.9..ee _ ==:--75:QL::==:='::::=
000, ITEMS ReQUIRED BV lENDER TO BE PAlO IN AOVANCE
.n 11I~~_.-QY.07/97 loOl/3lL~LO$_.__l~~~_ .._.271,~0 _::'-:::-.::~=:':=:
002 MorlnogOIr19IJfMicor'rorl1ll1tT11\1f fnn 10 PIIII ~lortaege SorVW8S 46.61
OOJ Irazord InsHronco rfOrnlul1~~'::'=-' viS 1(1 lIA22-=Donegal" POC-.!!L-_ .:______ .=-~~~N~..___~=~=_._
DO" Fld. Cert. y" 10 PHil Mortallile ServIces 22,50 ____
nos Il~E-,Fee~d. bY.Fiiilto.REMR($1657.12PQQL _"__ _._____~.
1000 RE!9I!RVEB oer0811EOWITH LEtlOER FOR
1001.Ilaliifdlns\lrnnc;-- 2 mo,OS 18.50 Irno
lool, Moil{JlIgo loswonco 2 mo,.or----~tmo
1O0l. CuylTlll'lnlox /lID.O$ Imo,
10.04 Co"liiiiYiax 11 mo-:or-24 , 6 3 Irn~J
1005, Allsossmonls mo. 0 $ Imo
1006, SCTlool Tax 8 mo.OS 85,65/mo,
1001 ~,O$~.
1000 A99EeQate-"' mo, 0 $ IlilO.
110.0.. TITLE CHAROES
\101 Sotllolllolll 01 dosing 10010
1!O2 ^h~lroct 0111110 sOllfcll to
11031illooxnminnlloo Ir}
\104, IIt!{J InSI/HIIlCohlndof 10
1106 Documolll proporOllotl 10
liD(\' Nnlnryloo!l 10
I ;oTAilOiiiQ1Sioos 10
(Includosolrovol1oms No.:)
Ilan Tlllo Irlsurarico . to Sectired LanCI'ffana fera
(includosnuovollotns No, lEnds IIQQL}--0578. 1/Bal,
l.orulor'sCOV&loge$ 1_~50
Ownor's coveraijo$ 119,500
Dieb, Fee
37.00
--'--.- -'-'''2''75-:93
"~lr5.20
-56 .14
Herding
Cash
& Warren (POC-S)
5.00
._._._.!L.Q_L
Secured Lend 'fran8f.sra-
Misc. $
55.00
1195.50
--lT95~(j"-
--__ 7501r:Do-
I'~'I',,~ ~II'"'' lI,nl "n lI'II.llllt I~ OllllOlllllrllry II'IIII~'II~III Auo"ll." llon ."r"I""V "Ilrll"rrlllllun !lllniIMl11'~ nU,ol1 U lhnwn nl' u,~ HUll \ \lnlllomo"l Allllmnnl n,'III,,,,,,,,,1 ^-1I"1,11",loliy O"I"~~.lt
O"""""" II", "11'.110 <1"1'''1'1 ~n~.'M''''Itt.nllo<llo<lr", Cj'ltm""""",I", In ".10'011 1"'I'lI'lI 1',GO'1n1 In I fl<1n"lItif'I'U.rI k'IIIl'lllQlIl!,~ In r.1I~'1 Inyilll.,ul anum.o'." HI 0"" ."o:oorr,l n 111<[,11"",1
'-'''''f''"""I;"" I", II' ~!IIv";'" In H'I'I'~"H'.linn
420,00
__:.= ~-.::=m:~QL
-- 4!07-;:~O ::'._~6G1j~:~OO _.
tllJO CEnmrCATloll OF BUYERS ANO B LLER8
IIIIWI) Co1'lIlrlllt rnvlnwoclllllJ 11I11l.1 Slllllornlt!ll !'ilo1IQtl1II,<Illrrrlllllho IIIlU (,I fill' ~IIOYltIUI:lll Me! lJo n I1II II
1llo1(jO on IIIl'o'CIJUIlI I'yrno In 11111 UM1\llc(!on 14!.1\1i!Jtr,~lhnlltrllvolnCOl/n(IIlOOPyotlhflIIU( 1 J)(I~IJ)
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--.__._-~--------". ._~.,----- -'-~--'--~---"---,,-_.-, -_.._~.__.._._.~-
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0,,111 '''",I''ulIl Ol( II
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ESTATE OF JANET E. HERRON
State of pennsylvania, ss
County of ~
Cumberland
Administra
of the estate of
Janet E. Herron
G'l "l Ie
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Peceased
EXecu~r, John J. Schwartz
late of Mechanicsburg in the County of
Cumberland
~~ aforesaid, deceased, being duly sworn according to law depose B
and say s
INVENTORY, at the end of which
that the schedule included herewith bearing the heading
Name
he
subscribed
his
ha s
, is a true and correct inventory and fair valuation as of the
date of the Decedent's death of all real and personal property of the
said Decedent within an a memorandum of the real property outside the
Commonwealth.
I VERIFY THAT TilE STATEMENTS MADE IN THIS INVENTORY ARE TRUE AND CORRECT.
I UNDERSTAND '('HAT FALS~~ STATEMENTS m~REIN ARE MADE SUBJEC'r TO '('HE PENAL'UES
OF 18 FA C.S. SECTION 4904, RELATING TO UNSWORN,.~A~SIFIS))ON TO AUTHORITIES.
/\\'(:')~i((~ C).
~~wartz~ Executor
l.AW Of"f ICE:S OF
HAHI.lING AND WAHHEN
36 WE5T THlt~D STRCf:T
Bl.0()M~111J1HI, PENNSYLVANIA 1781('$-,1771
EI.WDDD H. HAIHlINO, JR.
RRflHOOA L, WAH1WN
February 3, 1997
Register of Wills
CUMBERLAND COUNTY C01)R.THOUSE
One Courthouse Square
Carlisle, PA 17013
Re: Janet E, Herron Estate
File No. 21.96.0722
Dear Sue:
IlMAll,: IIWI,AW@SUNLlNK,NET
TELEPHONE: (717) 784-6770
TELEF'AX: (717) 784-6075
Thank you for your telephone call on this date. Enclosed find a check in the amount of
$5.00 representing the balance of inheritance tax return filing fe.e. Therefore please forward
copies of the time.stamped return and inventory to our office.
Your assistance in this matter is greatly appreciated.
Sincerely,
~~~,
Sh '0 . ~
en roZler .
Paralegal
Enclosure
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,
( ,,'
I I
BUREAU Of INDIVIDUAl. TAXES
tNllrRlIANcr TAlC IllVISI0N
IJfrl, ;'80&DI
itARRtSRURG, PA 111i'8"Ob01
NOTICE Of INHERITANCE T.X
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
Df DEDUCTIONS AND ASSESSMENT Of TAX
05-26'9'/
HERRON
09-06-96
21 96.0722
CUMBERLAND
101
[=--~~~~.~~~..,t.it.d ~ -~
---......__.___1
MAKE CHECK PAYABLE AND REMIT PAVMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
il EV: iS4-j' EX -j. i'if - (o:f: 9 iT -NoT iCE -"OF - "iNH Eifi i' AH'C E - TAX -;'-P' fiilii iSE HENi'"; - j. L. i"c.iWANC E' if Ii - - - -- - --.. - - - - - _..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JANET E FILE NO. 21 96'0722 ACN 101
DATE
ESTATE OF
DATE OF DEATH
F lL E NUMBER
COUNTY
ACN
REBECCA L WARREN
HARDING 8 WARREN
30 W 3RD ST
~LOOMS8URG
ESQ
PA 17815
ESTATE OF
HERRON
TAX RETURN WAS I (X) ACCEPTED AS fII.ED
RESERVATION CONCERNING FUTURE INTEREST ., SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.ta {Schedule Al
2. Stocks and Bonds (Schedule 8)
3, Clo..,!y H.ld stock/Partn.rship lnhwest (Soh.duh C)
4. Horteeuas/Not.. RacaivBbl. (Schedule D)
S. C..h/Bank Capo.its/Hise, Parsonal Pro~.rty (Schedule E)
6. Jointly Owned Property (Schedul. F)
7. Transfers (Schactule G)
8, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expens../Ad.. Costs/Hilc. ~xpen... (Sch.dul. H)
10. Oebtll/t10rtg.ge L.tobilitis!l/Lhns {Schildule Il
II. Tot.l Deductions
12. Net Value of Tax btur,.,
13. Charitable/Gov.rn~.nt.l Dequ..t. (Schedul. J)
14. Nat Value of Edat. Subject to hx
If an assessment was issued p~eviously, lines
~eflect figu~es that include the total of ~~
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spou..l
16. Allount of Line 14 taxable at
17. Anount of Line 14 tax_ble at
18. Principal Tax Due
NOTE:
,..at.
line.I/Cl... A rat.
CollataraI/Cla.. B ,..at.
TAX CREDITS:
-~-._---
PAVMENT
DATE
11'26'96
02-03-97
RECEIPT
NUNBER
AAI46987
AAI85132
DISCDUNT 1+1
INTEREST/PEN PAID (.)
447.3'1
.00
CHANGED
(1)
(2)
IS}
(41
(5)
16)
( 7)
119,500.0n
,00
.00
.00
57,535.32
353.29
.on
(8)
*'
UV.l..~1 r_ U~ !l1.11l
JANET
E
19}
110)
16,453.24
268,ft
III)
(12)
lIS)
1I4}
DATE
05-26-97
NOTE: To insure proper
or'adi t to yaur aocount,
sub.it the upper portion
of thil fa,... with your
tax paynent.
177,388.61
16 .nl 9:~
160,666.68
.00
-----
160,666.68
14, 15 and/o~ 16, 17 and 18 will
~etu~ns assessed to date,
(15)
(16)
(17)
.00 X .00,
160,666.68 X .06,
.00 X . IS.
lIB)
.00
9,640.00
.91-
9,640,00
~i~:~~E T~: -~::~~:'f--=--=-- ~'_640: ~~CRj~
INTEREST AND PEN. ,00
__.._TOTAL DU,E _ .._m.__..tll~R
If TeTAl DUE IS lESS THAN 11, NO PAVMENT IS REQUIRED.
If TOTAl DUE IS REflECTED AS A "CREDIT" ICR), VOU MAV BE DUE
A REfUND. SEE RE~ERSE SIDE Of THIS fORM fOR INSTRUCTIDNS.)
. Ir PAID AFTER DATE INDICATED, SEE REVERSE
fDR CAlCULATIDN Of ADDITIONAL INTEREST.
AMDUNT PAID
8,500:00
692.64
!: .1
t, \
C'.
IY)
I
~j
'.1
"
r_
"
. ._l
00
RUEJWATIOHl E.tlt.. of dao.dentl dyino on or before O.c..ber IZ, 1962 H If any future Inter..t In the ..tate It tran.f.rred
In po.....lon or enjoy..nt to CI... B (collataral) ben.ficiarle. of the daoedunt aftar the axplrfttion of any a.tat. for
life or for y.ar., the COllllOnwealth hllr.by a)Cpra..ly ru.rv.. the right to appraltl and a....1 tranlhr Inher ltanoe Taxu
at the lawful Cln.a B (coll.teral) rot. on 'ny .oth future Intara.t.
PURPOSE Of
MOTICE:
PAYHENl:
REFUND (CR),
OBJeCTIONS:
ADHIN
ISTRATlVE
CORRECTIONS:
DISCOUNT:
PENAl. TV;
INTERESTl
ta fvH111 thtl rAqulra..nt. of Sec'tlon Zl(,O of U~ InharJtano. and Estato Tax Act, Act Zl of 1995. (n P.S.
SlHltlon ':f140).
Detach the top portion of thh Notice and .ubllit with your paYHMt to the Reghter of Will. printed on the raver.. slda.
hH.h ch4tCk or ItOMY order p.yable tOI REGISTER OF NILLS_ AGENT
A rafund of . tax orAdit, which wa. not reque.ted on the T.x R.turn, ..y be rique. tAd by caapl.tine an "Appllc.tion
for R.f\ftl of Pannllylv&f'lh Inherltanc. and Est.te T'I(" (REV.1313L Appllc.tIons are avaHable .t thtl Offlco
of the RltlIhter of WHI., .ny of the Z3 Rovenue Dlstrlot OHlcu, or by c.lling the slHHll.1 24-hoUr
enswaring ..rvice ~r' for forllS ord.rlngl In Ponn.ylvanln 1~800.362~ZOSO, out.lda P~,ylvanla and
within looal Harrl'bUrg .raa (717) 767-8094, TOO' (717) 772.Z252 (H.arlng I.palred Only),
Any party in Int.reat not sati,fled with tho appral..-.nt, allowanc. or dl.allowanc. of ~'duot!on., or ........nt
of ta" (ImlludlNCI dhoount or Int.r..t) u .hown DM thla Notic. II\,I.t obj.ot u!thin Iilcty (60) d.ys of reoeipt of
thh Notice bYI
.MwrHten protut to the PA D.part.ent of Revonua, Board of App..h, D.pL Z610Z1, Harrisburg, PA 171Z8~1021, OR
u.llHltlon to h8ve ttM .att.r deter.IMlKi at audit of thll IKlcount of the peraOMI repr..ltntetlv., OR
..opp..l to the Orphan,' Court.
factual erro.... dhoover.d on thll a"~"lIent should b. I'lddr,"ed In wr'1tlng to: PA Dlpl.'trt..nt of R.vonul,
Buraau of IndJvidu.1 Tax81, ATTNI POlt A.....II.nt Revl.w Unit, D.pt. 280601, Harrllburg, PA 17126.0601
Phan. (717) 767~6S0S. Se. page S of tho bookl.t "In.tructlon. for Inh.rltancl T~" Raturn for a Re.ldont
Dec.dent" (REV-ISOI) for an ."planatlon of adllJnl.trl'ltlvely ccrr.ctable .rror..
If any ta" due I, p.ld within thr.e (3) calendar eonthl .ftar the deoadent'. death, I five pel'oent (5%) discount of
thtl tl'lX p.ld 11 allowed.
The 15% t.)( ......ty non-partlolp~tlon penalty 11 crtlPUhtd on the total of the t.)( and Inter-ut a......d, end not
p.ld blfore Janu.ry 18, 1996, tho fJr.t day aftar the end of tho tax a~.sty parJOd. ThJ. non-p8rtJclpatlon
p.nalty 11 appealable In the .... I,,,mn.r Bnd In thtl the .... tI.e p.rlOd at YOU would appe.l the t.)f. .nd Jnter..t
that hat b.en .,.e,.ed a. Indloated on thl. notlc..
Int.re.t I. charg.d beginning with fIrst d.y of dtl1nquenoy, or nine (9) IWnthl and cn. (l) d.y frail the d1te of
d'ath, to th4 dat. of p~V-.nt. Tftx.. whloh b.ea.. dalJnquent blfor. Janu.ry I, 1982 bear Jnt.re.t .t the r.t. of
.11< (6%) parclnt per annul cftlclllated at a dally r.te of .000164. All tax.. which lI.a.... delinquent on and aft.r
JanUary 1, 1982 wJII buar Inter..t "t D rate Which will vary frae oalendar y.ar to calendar year with that rate
I'lnnounced by the PA n.parte.nt of R.vlnue. Th. applicablo Int.r..t rat.. for 1962 through 1997 aral
'!!!r Intare.t R.t. Dath Intlrlllt Fftctor ~ Intere.t R.t. O"ily Intere.t Fl'lotor
1962 ZOY. .000S48 19ft7 9% .000Z47
1963 16% .000436 19&8-1991 11% .000301
1964 11% .000301 I'" .~ .000247
1965 13% .000356 1993-1994 ]X .OOOI9Z
1966 10% .000274 i9tS-I9ft7 "" .000247
--Intere.t h caloulnhd .. follows,
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Notloe I.wad lifter ttM taJi beeo... d.lInquent will reU.ot an Interest calculation to flft..n (1S) day.
beyond tna d... of the ........,,\, If paYHnt h .ada aftar the Int.r..t CO"P'ltatlon date 'hown on tha
Notice, addlUonal Int.rut MIlt be clllcultttl'd.