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37831.81.
SEp I 6 1996
Date
COMMONWEALTH OF PiiNNSYLVANIA. CEPARTMENT CF HEALTH. VITAL RECORDS
. CERTIFICATE OF DEATH
NAME Of OECEC6~T II'~. ModlM_lHI
" Jose hine I.
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COIJNTY Of ounl
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I Bess ie . Bushey
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Linda G. Basler
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...
R. SCOTT CRAMER
ATTORNEY AT LAW
B 8. MARKl::.r ST, p.O, DRAWER 111II
PUNOANNON, PENNSYLVANIA 17020
(117183.,8700
~^I( NO. 11 \ 7) 834'80'.2
December 11. 1996
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle. Pennsylvania 17013
RE: Estate of Josephine I, Fetzer
~ 1996-000794 .,
Dear Sir/Madam:
Please find enclosed herewith an original and one (1) copy of the
Pennsylvania Inheritance Tax Return with regard to the above-referenced
estate. I have enclosed a check in the amount of $47.838,66 for the tax
owing and a second check in the amount of $28.00 for the filing fees.
Should you have any questions regarding the above. please do not
hesitate to contact my office.
Very truly yours.
'J J /J
11 ._, C'().:.tIUIJ~_'
R, Scott Cramer
RSC/lmc
Enclosures
cc: Linda Basler
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, :!)Y INHERITANCE TAX RETURN
'::~~;;;.~ RESIDENT DECEDENT
CO/AMONWfA[THOf """IYlY""''' (TO BE FilED IN DUPLICATE )
DfPARlli~~H2~66~~VfNUL WITH REGISTER OF WillS I ( .\' (
>I"","URO, PA 11126.0601 COUNTY COOL
~ -N I A:"'-. (tAs'Y';.:fiBtAJffi MIDDlE INifiALT."--' ___n ._.~. ~ -~- ~: " TCT5INf7SCCMPlEH ADOA~SS
m Fetzer, .Jost:!phinc' I. WDq Cl'LLysbutg I~Ofld,
~ SOCTATsfc.URtfy"NYj,inER----r jDAlE OF DHTH IDATE OF BIRTH - l\lInp 11111, P^ 17011
_ ~_ --2Jl4,~_OJ:.J:1-4.51L____~_ "9!IS!'JG 2/.l0jliL __ <:,,'"'d~u-"'.k.c<L~!L-
lUll. Original R.wrn [J 2. Suppl.m.nlal Relurn [] 3, R.malnd.r R.lurn
Ifor dolO. of d.olh prior 10 12.13.02)
[] 4, lImlt.d E.lal. U 40. Fulur. Inl.r..' Comptomll. 05, F.deral E.tol. Tax
Ifor dOl.. of d.alh ah" 12.12.021 R.turn R.qult.d
6. Decadent Died Tostate [] 7. Decodenl MclllloirHId a living Trust _" 8, Tolol Number of Safe Deposit Boxe~
(Allach copy of Willi (Allach copy of Trulll
..- ALL t6RR~SrONDHlii' AND CONFi'lieNi'IAi'TAii"iN-PORMATION SHOULD BE OIRECTED TO:
'ii'iM' R,sco~t Cramer _-=~j~-COM:~'.jr~:T"~::~:~'~-~'9
TF.l~P ON NUM8ER
Duncannon, PA 17020
_ ( ~17.-1 834-0700
r
RIV.!",QO rx+ 111.'(1)
I fOR OATIS 0.. fO....I.A. IH.. A. " IR 1. 2/31/91. ClUCK HEME
If A SPOUSAL-
POVERTY CREonlS CLA~M"OJ) .
fiLE NUMBER
A, Enter the lnlvrest on the balance due on line :?OA
B, Enlor Iho 10/01 of lin. 20 and 20A on lin. 20B. Thil i, Ihe BALANCE DlIF.,
..._M_ak..ch.'kl'<lVob!.uta:R.yl.t.r of Will" Ag.nt
-- '*'...u1if,sITliffo AN5WER'AliOlJ~STI6~1i; ON REViiilSESIDEANOTO-RECHECK MATH...-
l.Il,ldpl 1)(11\0111<1\ (~(pllq~ry, l d:"Llfllu'lf,nll {,OI{I! n;'JI;,;i;,~Xi-hi\ rOllllll, Il1dlldlll('j m'Cl;l\!l(lr~y-i;;-(i-~-~-f;~"d~d;~~~l-~-~(~~;l;;~~~~~~to tho best of my knQwlo~fg~-~-;;~Ti;~)-li(;I,
tt IS Ir\lo, COHue! Clod wmplolCJ, I ';!(Hlorn tho! 011 run I n!!(Jlu hm twon [upnr[od (11 truo mmkol yollle, Doc!aro!ion of proporor othor than tho per,oncll rOprOltlntotlvu il
hU,'ifld ,onQUinlormotio.'l_ofwhkhpropnrnr _hCII ony knowlfld[)1l
SICif.iA'llj~_~'_0i,uiiI,R50fi 1i(~P'~N5-fBlf jPR-lllIN-G -RETURN Ar'!)fH5S
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HUMBf:P
1. Real E,'al. (Sch.dule AI ( 11-.
2, Slack> and Bond. (Sch.dul. 81 (21__,_..-..!...lli6RO,}.1._._.__ ~~
:3 -,
3, Cla..ly H.ld Slack/Porln.rship Inl.r.,' ISch.dul. C) (3) _..__" ._,..______..,_.___ r.r :,.
(,
4. Mortgag.. ond Nale. R.c.lvable (Sch.dul. 01 ( 41 ~~__"__"___..______.
5. Co.h, Bank D.po.it. & MI"ellaneou. Po..anal Prap.rtyl 5) ___"__.lJ,.~Lfi.2.~L~.l_h_'-"__ [.
ISchedul. E)
6, Jointly Owned Properly (Sch.dul. F) ( 6) _------".'-295 ' 11
7. Tran.f... ISch.dul. G) (Sch.dul. II ( 7)
B. Talal Gra.. A..." IlalaLlin., 1.71
9. Fun.ral Exp.nI.', Admlnl.trallv. Ca.", Misc.llan.au' ( 9) ___J}.L424. 8B
Exp.n... (S,hedul. H)
10, D.b", Marlgage lIabilitl.., li.nI(S,h.dul. I) 1101
11. Tblol D.ductian. (Ialallln.. 9 & 101 . (111
12. N., Valu. of E.lol.(lin. 8 minus lin. 111 (12)
13, Charllabl. and Gav.rnmontal B.qu.." (S,h.dule J) (13)
.._.....__"~4" N., Valu. Subj.clla Tax (Iin. 12 n,lnu. IIn....~____. 1141
15. Amaunl of line 14 laxabl. 01 6% ral. 1151----__"__._____.-__.__._"_~ ,06 =
(Include valuos from Schedule K .or Schedule M.)
16. Amount .of Hna 14 to)((Iblu QI 15% rale
Ilnclud. volu.. from Schedule K or Sch.dul. M,)
17. Prindpallox duo (Add tox from line 15 Clnd from linf! 16.)
18. Credits Spousol Poverty Credit Prlor Paymonls
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33<.70Q.A5
335.L,709.85
(161_. .ll?/.]JlY_.,8.,?.._..,___..__ x .15. ~~ 5 0 . .3. ?.2J.Q._____..
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+ .____?:_L~LL2.~.fi2-
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---'lil.l.2...A 2
(18)
(191
19, If Uno lB is groator thon Ilno 17, enlor rho diHeronco on line 19, This is tho OVERPAYMENT.
,A1l ['] ltB:rrl1.mJlfR~t:~~:~k~tllltl'J 1lliIf.~~ ~ 1r.'I.'I'l' 1..1'1'11 ~'~ I J I ,I, ~a
20. If line 17 is grotltor than lino 18, lint or tho diffmonco on linn 20. This is thEl TAX DUE.
(20) u_42,jll!L_~L___
(20AI ..._....,_..___._._.__
(20BI ._....Ed!;)J)-'-~J!.___."
DATE"--.
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Invnntory and Appraisoment List of Decodent'. E.tate,
(0) GENERAL ASSETS, Within throo months after his appointment, every por.on.l represontativo shall
file with the register an invontory and appr.isomonts, vorified by his nffidavit, of all roal and porsonal
e.tate or the decedent, excopt re.l est.te outside of the Commonwe.lth: Provided, Thot on ancillary
perlonal representative shalliaclude thoreln only assets for which he is responsible, 20 PS. 320 . 401,
(b) REAL ESTA'rE OUTSIDI~ OI~ COMMONWEALTH, The inventory sholl include at tho end.
memorandum of Teal eMate outside (Jf the C~mmonwolllth. 'rhe momornndull1. at tho election of the
personal representative, moy indlca\o the vnlne of each il.<llll of renl ostntc Includod thoreln, but the
valuos so fixed shall not be extended Into the tot.l of the Invontory or Included os renl ostate in
subsequent accountinlJll' 20 ps. 320.401,
IN THE MAT'rER 01<' TIm '"STATE OF u}O~!,PH~t:l!'.J~~':E:I:~r~I~n___u_____uu_____
1] h' ) - fl".,be<<ka'"'/
late of LOIver II .en 'I'owns .li'u' In t 10 County of . nn Stnto of Ponnsylvnnin, doconsed.
INVENTORY AND APPRAISEMEN'r of the goods .nd ch"tl.<,ls, righl. nnd crerllts nnd ,.enl e.tato which
were of the above named ____}oscp.l:>.in~,._~~e_~~_u____.____, doceased,
Token and appraised th. ________u___ d.y of
.,19__
(DATE OF DEATH: September 15, 1996
Executor or
Administrator Valuo
1. AMERICAN EXPRESS
IDS Tower 10
Minneapolis, Minnesota 55440
a. Account 9300-2840334 29,888.06
b. IIccount 9300-4211582 33,413.00
c. Account 9300-2659818 97,193.55
d; Aooount 9100-4276357 (Refund of Premium) 131.48
e, Fulton Financial Corp. 220 shrs. @20 1/4 4,455.00
f" PP&L Resouroes 580 shrs. @22 1/2 13i050.00
, g. Aooount 0000 0010 6455 7483 0 002
538.687 shra. @19,977 10,761.35
h. Account 0000 0011 5455 7483 9 002
19,578,376 shrs. @4.501 88,388.17
1. IIccount. 0000 0012 6455 7483 6 002
588.467 shra. @1..083 7,110.45
2.. HARRIS SIIVINGS BANK
635 N. 12th St.,
I,emoyne, PennsylvanIa 17043
a. Account 10-60-003597, Sav. 22,149.60
aoorued int. to d.o.d. 31.05 22,180.65
b. Account 10-54-286142, Cort. 10,000.00
accruod i.nt. to d.c.d. 9.01 10,009.01
c. IIcoount 10-000118241 Ck. 9,662.49
ttccr.ued into to d,o.d. 2. 12 9,664.61
d, IIccount 10-',4-.BB404 10,OOll.00
llCcruec1 int, to d.c.d. 18.95 10,018,95
The undersigned
of the per.onal and re.1 estote of
,Jo~;('I)h i nc' I. !;'(....!t7,or
late of Lower Allon 'rowQsh i.p
..__ deceased, respectfully certify: thllt .fter
having been duly sworn
mode the appraisement of the peroonal property and reol e.tote of
said decedent al Nt Corth heroin.
Persenal Property,. 355 , 459.73
Roal Eltate,. 0
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,U9p.'9p ,ut{, puu :t{.U9P .,.U9p.'.p 9t{, JO ,,<up 9t{. JO.o onlo^ JfUJ ~,I.u9..JdoJ h"<>lUOhUl Pro. JO w"'!
t{'o. "IBOddo o,uld uonunlM .t{. .ut{, :,u.po,.p Plu. JO 0!UU^lh.uu9d JO t{Ho.MuowwoD ot{. U! 0.0..0
IOU ot{. JO IIU pUU ..on". JOh9J'I{M e....U 10UOSJ.d 81{. JO 110 Opnl'U! .u.w..!vJddV puv h.lO.UOhU! "l<
U! llu1Jv.ddv BWe" '1{. .vl{. hOB puu '..od.p 'MUI O. llu\pJO"O hlnp lluleq 'P"o",p
Ja2:l8d . J 8U1400S0r JO '.0,.3 '1{. JO xXIJ1QI~I'VX
xP,noex3
- -- -- - - - - - --- -. - - - - -- --~. -- -- - --- _.- - - -. - - - - - - - ;~;t) l fi D8 --; D -1~[)li'1:-1-',T --- - - _.~ - - -- -----
:BI 'hJ.ledJo h,unoD
:oIAI.LV.LN:!IS:!IUdmI 'lVNOSll:ild..{O .LIAVUM..{V
RfV.1SOQ f)'_t F.B]l
(OMMONWfAlH-IOl PENNSYLVANIA
INt!fRllAN(f lAX Rf1UIIN
Rf~IDENr Df((DfNT
SCHEDULE /IF"
JOINTLY -OWNED PROPERTY I
FILE NUMBER
1996-00794
ESTATE OF JOSPEHINE I, FETZER
Joint I.nonl(.),
NAME
A, Linda Basler
AODRESS
11 Wooded Drive
Shippensburg. PA 17257
RSLJ\TIONSHIP 10 DECEDENT
niece
B,
c,
___"____~__.,c____.~ .......__. _...____"__..r__...___
Jolntlv.ownld proportVI
LITTER
ITEM FOR
NUMBE JOINT
TENANT
__ ....M~_
1. A
. ~~i\-1
JOINT
DESCRIPTION OF PROPERTY
TOTAL VALUE DECO'S DOLLAR VALUE OF
OF ASSET % INT, DECEDENT'S INTEREST
3,902,80 J, 1.951.40
3.752,62 L 1,876,31
"
1.284,80 J, 642,40
4.650,00 J, 2.325,00
-.-.-"
3-1-79
......_-~._------ ---
PNC Checking Account
#5140256027
A
7-3-91
PNC Savings Account
#5130160574
A 1-17-83 Series EE Savings Bond 1000
A 1-25-9 Harris Bank 300 shares @
15,5Q per share as of 9-13-96
(Cert. 00003646)
TOTAL IAI.o Inler on line 6, Recapltulallonl
(If more space ;s n..dfld ins.rt additional ,h..I. of same S;Z6)
$ 6.795,11
_,..qJIII., (1,")
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOU_S EXPE~SES_._. u. 'ploa.. Prlnl or Typo
--------------:'mr'NUMBER 1996-00794
I
-t.~
CDMMONWf~UM 0' PfNN$nV4NIA
INHlRH4NCf 14111f"J~N
. R{.~_I.~f_~!_DfcrJ>.H~.I__ _
m:h OF JOSE:PIIINE: I. ["E:'I'ZER
ITEM
NUMBeR
A, Funoral bponlo"
B,
4.
C,
1.
2.
3.
4.
S.
6.
7,
8,
1.
2.
3.
DESCRIPTION
AMOUNT
...--'-..-
Myers-Harner ['uneral lIome, Inc,
Gingrich Memorials
Rolling Green Cemetery Company
1,916.00
1,080.00
390.00
Admlnlltratlvo Ca,U,
Portonal ReprolOntatlvo Cammlulanl
Soclol Socurity Numb.. of Porsanal Ropr..ontalivo: .
Voor Commiuionl paid
1.
2,
AHo,noy Fo..
R. Scott Cramer
3. Family exempllon
Clalmanl
Add.... of Cloimanl 01 docodont', doath
5"001 Add,o..
Clry
Probote Fo.. - Register of WIlls
Short certificates
MI,.ollanoaul Expon.o"
The Sentinel
Cumberland Law Journal
13,600.00
Rolalion,hip ___
51010 __ Zip Code
340,00
9.00
69.88
20.00
(II m.... 'po.o II "..dod. In..rt additional Ihoo" of lame II...)
TOTAL (Alia en fer on line Q, Rocapilvlotionl IS 17, 424.88
..
Financial
Advisors
October Il, 1996
R Scott Cramer
Attorney at Law
5 S Market St
1'0 llrawer 159
Duncannon I'A 17020
0000 0010 6455 7483 0 002
0000 0011 5455 7483 9 002
0000 0012 6~55 7483 6 002
Dear Hr, Cramer:
Thank you Cor your rocont Inquiry rognrdlngLho nhova ncoount(a),
reglatornd in the namo of JORophlno T FotMor,
The above Investment(a) is rogl"Lered In tho nnmo of Josophlne I Fet?er,
Individually, Upon the dOllth or Jo"ophlllo I Fet~...r, tho shnros bocame n
part of the ostato Cor distribution by th. Ingnl roprosontntlvo oC the
eatato.
Following aro tho sharn nmounls nlld va IlIos f"r nndt of tho"o accounla on
Septombol: 13, 19.96:
ASS!'T VM.UI,
A.l!.Q.QY N T iU1F &.ll1.\Bl~L ,r.mL1iUllRF._ ruiAI, VAI,UE
0000 0010 6455 7/.83 0 002 538,687 $19.977 $10,761.35
0000 00 II ,~455 7/.83 9 002 19,'\78,376 $1, ,50 I $88,388.17
0000 0012 6/,55 7483 6 002 588,1,67 $12.083 $7,110,45
Tho totnl vaJuo Includos dlvldands ncorllNI dnlly,
The stock market waR closo,1 on Soptembor 15, 1996. Thornforo, we lIated
the vnlue on the preceding bu. InD.. dny,
To tran.Cer or rodMm thoao .haro!!, tho nnclo"od ...tnlo seltlament Corm(s)
must ba completed and slgnod, If (J radomptlon Is reqnORtod, WO wIll
redeem tho sharos using the prlcn "n tho doLe Wo recelvo nnd npprova the
requirad documont(.).
We also wIll nood thn rol1nwlng Lo complntn aalllement:
--. ^ cortiCled dnnth eartl [lenLo,
Wo apprnc!ate tho opportun I Ly 10 bn (1 fan rv I 00 to YOII. . If yon hnvo any'
questions, pIonRolnt liS kllow.
JS.f coroly, 2
. 1)jt~"-o:"'" /I~
GOK{nri J~on
EnRt Sorv~'~oam
Insurll!1ce and annuitins nrn issuod by IDS lifo Inllllr8f"lCO Company, en AmerICan hpross compBfl~
~~ 10, 1996
R. soott crarrer
5 Scuth M'U'ket Sb;&st
P.O, orawer 159
[)Joo!lrlral, PA 17020
The i nformlltion
Fetzer Estate
--
Account Ihlmber(f1)
Cla~f1 of Account
Dnte OpeMe!
Principal Balance
Accrued !nterellt
nalllllce n t
Dote of Deat.h
Account
Ownerohip
N8m~ of Joint
Owner, if n:1Y
Date Ownnr~hijl
....no tstnbli n'lt'd
Additionlll :fnfor-
motion Re~\'nf\te(\
N' HARRIS
_ _,___..__....m.___'
.. SAVINC;S BANK
Harris S<lVillg:-; {JPl'I',lt\(Jll\ Cl'lllt'l
H35 Nurth l:J.lh Sln'(.t
Ll~m{Jyne, Pennsylvania 17{)'\:~
717!7:11.j<1411
71717:11.9:194 Fax
which you
(!lor.llll
req\le~,terl on the
S~curi ty Num\)p.T
I\Ccount(o) of
204-01-6450,
Jos9[:hine I.
) is nil follo~m.
10-60-003597 10-54-286142 10-00011824
- --
Savings 6 MtllS, Cert, O1eckirlg
-
3-8-96 3-8-96 3-8-96
$22,149.60 $10,000.00 $9,662.49
31.05 9,01 2,12
22,180.65 10,009,01 9,664,61
------ ~ ---
rn1i vidual In:iividual In:1ividl.lfll
-
Year. to /late int~t I
$277.95 $258,04 $155,36
stock infOl.'ll<ltioo uMvailable. Yoo rrust call the O\E{lIioal Ba.nk far this
-infom..tioo, the 8ec\l1:'ity Holder Relati~ ~t, 'l11at phone nUllter
is #1-800-851-9677,
3-8-96 3-8-96 3-8-96
- ---..---- - .-
Please have t.hf! enclosed W-9 foms certified and returned to ma in the
provided envelope. 'lt1ank YOO'
..----
_.*------
--
/ .) I{ ;-)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
G
BUREAU OF INDIVIDIJAL TAXES
INHlRIIMKI '^X 1llIJlSI()N
DIll r. ~6U"O 1
I!ARRISBURG, PA 17176-0601
NOTICE OF IN~ERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
03-17-97
FETZER
09-15-96
21 96-0794
CUMBERLAND
101
[__~~~~~~o,U~!~c!~~:!~~~~_ :J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iifv: m-j -Elf -;;i'p-ioi-:9'irNci'ficniF - -iNHERii';,NcE-'fAii" APPRA-i ii EiilfWf;-;; L -CciWAifcE - ,(;Ii --- --- --- - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOSEPHINE I FILE NO, 21 96-0794 ACN 101
DATE
ESTA'rE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
R SCOTT CRAMER
PO DRAWER 159
DUNCANNON
PA 17020
ESTATE OF
FETZER
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te ISohedule A)
2. stocks and Bonds (Schedule B)
3. Clos$ly Held stock/Partnership Interest (Schedule CJ
4. Mortu.ges/Note~ Reoeivable (Sch~dule OJ
5. C~sh/8~nk Deposits/Hisc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Trlnsfers (Schedule G)
8. Tat.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. N.t V&lu. of Tftx Return
13. Ctllritslble/Governmental Bequests (Schedule J)
14. Net Value of Est.t. Subject to T.x
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAXI
15. Amount of Line 14 at Spou~al
16, Amount of line 14 tax.ble at
17. Amount of line 14 tax.bl. at
18, Prino!pel Tax Due
NOTE:
Nd_
lineal/Class A rate
enll.taral/Class 8 rat.
TAX CREDITS:
r :;.;~"
L___
CHANGED
(11
121
131
(4)
(5)
(6)
171
,00
126,680,31
,00
,00
219,659,31
6,795.11
,00
(81
.,~i,I..'I1J
I ~i'~}~'('{t.
!~'i:::.,.j';~'i~~\~
rif....'Iii';:.,_t..
~~~~~~ ..t:~
U~ _1...1 II If~ [11 III
JOSEPHINE I
DATE
03-17-97
(9)
llU)
17,424,88
,00
Ill)
112)
1131
114 I
NOTEI Tc insure proper
credit to your account}
submit the upper portion
of this form wi th YOUI'
tax payment.
353,134,73
U,4?4 88
335,709,85
,00
335,709,85
14, lS and/or 1&, 17 and 18 will
returns assessed to date.
,00
.00
50,356 ''!.~_
50,356,48
=}::tl;,,:;f,~::{~f~ --;-;:,'::....
B:~{E~E~l~~Af;D:;::iEl----=~- ~~:: 35:S-~i~-
TOTAL DUE ,00
------- - ~---
115)
116)
117)
,OOX,OO,
,OOx,06,
335,709,85 X ,15,
1181
, IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CAI.CULATlON GF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED,
If TOTAL DUE IS REflECTED AS A "CREon" ICRII 'yOU HAY BE our:
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, I
d.J
0\
i,';l
C~!
~
co
.-
rr~
t-
o> LC P' o'[} ;;:.\
CC 00
RESERVATIONt Estates of deoedents dYing on or bafor~ Docembor 121 1982 t- If anY future JntarQlt In tho os tate Is transferred
in p08li8&slon or enjoyment to ChIS 8 (collatarall beneflclar.lu of thll deoedent nHor the 81<plratlon of any utah for
life or for year, I the Commonwulth-hl'lrabY QxprGssly rourv8I the right to <lpprallHI Md-lIss$QQ-transfer Inheritance TnX9S
at the lawful Clnl~ B (collatornlJ rato on any such future lnterost.
PURPOSE OF
HOTICEl To flllflll tho requirements of Seotlon 2140 of the Inherlhmol and Estate Tax Aotl Act 21 of 1995. 72 P.S,
Stictlon 9140,
PAVHEHTI Detatoh the top port Jon of thls Hotlco find submit with your payment to the Register of Wills printed on the re\/erll'l shilL
.-Hoko oheck or mone.y order PftvnblG tal REGISTER OF WILLS, AGENT
REFUNP (CR1: A refund of 1I hx credit, whJch WftS not requ8st&d on the Tal< Roturn, may be requuted by complClUng an "Applioatlon
for Rflfund of Pennsylvania Inheritance ~md EIlt!lte Tax" (REV-1313). Appllcatlans aro available at the Office
of the RggIster of Wills, <'Jn~ of tho 23 Revonue DistrIct Offlcllll, or h~ calling thlol sosclal 24-hour
onsworlng sel....lce nlflllbQrs for tarms ardorJn;: In Ponnsylvflnlo 1"600-362-2050, autsido PQnns~lvanln and
within 10ea1 Hftrrlllburg area (117) 767-8094, TDn~ (71n 772-2252 Oioarlng Impaired Only),
OBJECTIONS: Any perty in interest net slItlsfhd with tho appralselnont, ftllawsnco or disallowance of deductlonli, or assessment
of tftX (IncludIng discount lIr Intor"stl l'll shown an thls Notice must Object .littlin sh:ty (60) days of rocolpt of
this Hotice by:
~-wrltt9n prohst to the PA Oepsrtment of Re...enue, Board of Appeals, Oep\. 281021, Harrlsburgl PA 17128-1021, OR
--fllectlon to have the matter detor",lned at audit of the Docaunt of the persolial roprCl8ontatlvo, OR
M-appeal to thQ Orphl'lns' Court.
ADHIN
ISTRATJVE
CORR[CTIONSI
Fuotutll errors dlscovnrQd on thla aGsessment should be addressed In wrltlng to: PA Dopsrtment of Rovenue,
Bureau of lndlvldul'll Ts)(u, ATHII Post Assfl&sment Ravhw Unltl Dep\. 280601, ~t8rrlsbllrg, PA 17128.0601
Phone (717) 787~6505. See page S of tho booklet "Instruotlonio for Inharltance Tax fletw'n for" Resident
Decedent" (REV-ISOl) for an oxplftnatlon of adml~18trfttiv~ly correctable errors.
OISCllUHTI
If Any tax due is paid withIn throCl (3) clilondar months nHor the decadent's death, a ftvo f1l1rcent (Sin dhoount of
the tax paId 1s allowed,
PENAL TV:
The lS% ta)( alllflutv non-par'Uc1patlon peMltv Is camput.ed on thQ total of tho tal< And 1nterut alSuud, and not
paid bllforo January 18, 1996, the flr'st dll,! lIftor the end of the t8)( smnosh' florlod, This non"partlclJifttlon
paOllI b Is appealable in tho ssme msnner and In tho thll SMIl limo per lod CIS YOU would sPflflal the tax llnd lnhrest
that has been 88g~s&ed a8 lndlcDted on thi, notice.
INTERESTl
Interest Is charged beginning with first clnv of dollnq\lancy, or nine (9) months 8nd one (1) (lilY frolll thQ dah of
death, to t~'Q dab of f18ymant. Tal<fls whloh becftme delinquent before .Jllnunrv I, 19B1 beAr Intllrutat the rate of
sJx (6%) Jiercent per annllm oalc~118hd at n dlllly rnte of .ODOIM. All taxell which bllcllllle dollnquent en nnd ftftGlr
Janullry 1, 198Z will bur Intorut st s rate whltJh will vary frolll onlenclnr yur to calendar' YIHIr with thftt raie
announoed by the flA Oep8rtlllent of Revenu., 1hll l'Ippllcsblll Intl.uut ratu for 1982 through 1997 arel
'!!!! ~terut Rate Dally Intllrut Fsctor mr tnterClSt Rnttl 0811'1 Interost FftCtor
1982 20% .DOOS48 1987 9% ,000241
1983 16% ,OD0438 1988-1991 11% .DOD3Dl
1984 11% ,000301 1992 9% ,DOO247
1985 13;: .000356 1993-1994 1% ,000191,
1986 10% .00O?74 199!;-}!J97 ?% .000247
ulntllr..t Is calculfthd ., fol ~Jws:
INTEREST . BAt.ANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST FACTDR
uAny Notice I$luld lifter thl tax bllCOIIIU da1Jnquent will rltflGltt 8n Interest cnlc:ulntlon to flfhen (IS) dtWI
blyond tho dati ot thl a..usllent. If paY"Qnt Is 1118de flUor thll Intllru'( COlllPlItlltlotl dflto shown on the
Hotlce. additional lnterelt .ust be cftltuletad.