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IIII-ERIT ANCE TAX RETU~
RESDENT ceCEDENT
(TO BE FLED III DlPLlCA 1E
V\IIlH REGISTER OFWLLS)
for dales 01 dealh af1er 12/31191 check helo If a
spousal povOIty credit IS claImed
FILE NUMBER
~ I
COUNTY CODE YEAR
REV,'~00EX'17,9.1 *'
CtlMMONWI AI 111 01 I'INNSnVANIA
Ull'AIl1MI NI or IU.VI NUl
Ull'l ;'{I(Mj(J1
tWtluSUUnO.I'A 1110'60001
DECEDENT'S NAME ILAST. rlllST. AND MIDDlE INItIAlI
FI\EEMt\N. I't\LJLEEN J.
8510
lJh
NUMBER
O[C[[}[NI5 COMPU: 1I: AUOII[SS
44H.WnlnnHln<<nm'Hnnd ; AI,II, '1 l:L L' I
DATE or mlltlt Carlisle, I't\ 171113
1I~1l1l1\1} COUNTY Cnmherlaml
SDCIAl SECUlmv NUMBEII AMOUNT IIECEIVED ISEE INSTIlUCTiONSI
~
w
c
DATE or OrAllt
IIKIl~l'Ih
SOCIAL s[cum,v NUMlI( n
41}.I.OJ.17~7
l~ Apploe.blll) Sur~'_ong S("IOu'.' Naill. Ila" I 11I1 And M""'~ h\"'oIl)
3. Remainder Relurn
(for dalBs of dealh prior 10 12.13.B2
5. Federal EslalB Tax RBlurn Required
2. Supplemenlal Relurn
1, Original Relurn
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()~8
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4a, Fulure Inleresl Compromise
(for dales of dealh aller 12.12.82)
6. Decedenl Died TeslalB 7. Decedenl Mainlained a Living Trusl
(AIIach copy of Will) (AIIach copy of Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
. NAME CDMPlETE MAILING ADDRESS
STEPIIEN L, BLOOM Mt\RTSON. DEt\RDOI\FF. WILl.IAMS & UITO
TELEPHONE NUMaER 10 Easllligh Street
(717 )243.3341 Carlisle.I'A 17013
4, Limiled Eslale
B. Tolal NumbBr of SafB Deposil Boxes
<h!<
wl!j
~~
0('
(1)
(2)
(3)
(4)
(5)
(6)
(7)
1, Real Estale (Schedule A)
2, Slocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interesl (Schedule C)
4. Mortgages and Noles Receivable (Schedule D)
5. cashhBank Deposits & MiscellaneDus Personal Property
(Sc edule E)
6, Jointly Owned Property (Schedule F)
7, Transfers (Schedule G) (Schedule L)
B. Tolal Gross Assels (Iolal Lines 1.7)
9. Funeral Ex~enses, Adminislralive Cosls, Miscellaneous
Expenses (Schedule H)
10, Debts, Mortgage Liabilities, Liens (Schedule I)
11. Tolal Deductions (tolal Lines 9 & 10)
12, Net Value of Estate (Line B minus Line 11)
13. Charitable and Government Bequests (Schedule J)
14. Net Value Subject 10 Tax (LinB 12 minus Line 13)
15, Spousal Transfers (for dates of death after 6.30.94)
(Include values from Schedule K or Schedule M)
16. Amounl of Line 14 taxablB al6% rale
(IncludB values from Schedule K or Schedule M)
17. Amount of Line 141axable at 15% rate
(Include values from Schedule K or Schedule M)
lB. Principal lax due (Add lax from Lines 15, 16. and 17)
19. Credits Spousal Poverty Credits Prior Paymenls
301,71
~.593.65
109.767.02
(B)
10.685,39
23.50
(11)
(12)
(13)
(14)
x .00 =
104.953.49 x .06 =
x .15 =
(Ie)
Inlerest
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a:
115.662,38
(9)
(10)
10.708,89
104,953.49
104,953.49
(15)
(16)
(17)
6.297.21
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6.297.21
Discounl
3101,86
314,86
(19)
20, If Line 19 is greater Ihan Line lB, enler the dillerence on Line 20, This is the OVERPAYMENT (20)
A. IJ Check hBre If you are requesting a refund of your overpayment.
21, If Line 18 is grealer than Line 19, enler Ihe difference on Line 21, This is the TAX DUE.
A, Enler Ihe interest on Ihe balance due on line 21A,
R Enter the lolal of Line 21 and 21A on Line 21B. This is Ihe BALANCE DUE,
Make Check Payable to: Register of Wills, Agent
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH"
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and stalements, and to the best of my knowledge and
belief, It is true, correct and complete. I declare that all real estate has been reported at true market value, Declarahon of preparer other than the personal
representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIOlE FOR FILING RETURN ADDRESS DA1E
'" '.. 17761\11cklcdge Drive. Carlisle, pt\ 17013
. I~ '\; '., ,- l. A . . " I r l.,....._.
SIGNATURE OF PR!PAREROTllER TttANREPRES[NTATIVE
K' <:<,L ~_
+
+
5,982-35
(21)
(21A)
(21B)
S5,982.35
~ .. I., )} h'lt,
DATE '
It' lNI1~
ADDRESS
10 East lIigh Street. Carlisle.!'A 17013
-
.
SchedUe E
Cash, Balk Olposils and Miscelllloous
l'8'sonal Property
COMMON\\1:Al TH OF PENNSYlVANIA
INIlERITANCE fAX Rtf URN
RESIDENT DECEDENT
ESTATE OF
FREEMAN. I'AULEEN J.
FILE NUMBER
Estllte 96
<All propBrty Jolntly.ownBd with Righi of Survivorship must bB dlscloSBd on Schedule F,)
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
---T.......ICiiiii'iiiiiii'ii:ciiliTi'iifpc.iiii's.y)Viiiilii:..TfJ9'S.i'iiiiT'iisiii'ic''iiii(''icliii'ic................................................................r.........................21l'7:'23.
..........:z:..........TV.CilliTii.iirCiii'llSlii:..refU'iiiJ................,............................................"'......................."'..................."'...............'1................................3.:2.~
..........3:.........Uiii'iiiu.ofT'i'i.;.i'iil'iiii'a...............................................................................................................................................I..............................I.l:'2~.
.,................................................................................................................................................,................................................................,.........................................
SchedulB E TOTAL
$301.71
*'
ScheduleJ
Benoficlaios
COIolMOtMUL fII OF PENNsnVANlA
IHItERITANCE fAAREtURH
RElID[Nf DECEDENt
FILE NUMBER
Eslllle 96
ESTATE OF
I'REEMAN , I'AlJI.E1!N J.
ITEM
NUMBER
'A. Taxable Bequeats:
__:~J;~;~t__.________________C~~~----
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
SHARE OR AMOUNT
OF ESTATE
100% eslate residue
-- - ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B; Charitable and GovBmmental Bequests:
AMOUNT OR
SHARE OF ESTATE
..........................................................................................................................................................,......................................................,...............,.....,...................,.........................
............................................................................................................,.....................................................................,.................................................................................................
...............................................................................................,...............................,......................................,...............................................,.............................................................
--...........................................................................................................................,..................................................................................................................................................
~~.~~:~.~.:~,~.~::~~.~.::.~~..::~.:..:::::.~.:~...~:..:::..:.,:::::~.::::~.:..::~..:::::..:::::::::::::..::::::::::::..::::::::::::::..:::::::::::::::::..~:::..:'.::::~.::::::::::~.:::~:::::::~::::::.,::..:::::::::::..::::::::..::::::~.:::..:::::..::~:..:~.::::::..~.::~.::::~.:'.::::',]
Schedule J TOTAL
8,H AGENCY. APPRAISAL SERVICE
..~._--,---_._--- ..~_._._--+-----,-_._---+._--_..,- --.---.-+-....
APPRAISAL OF
A SINGLE FAMILY RESIDENCE
LOCATION
3 Abbey Court
Cerllsle. PA 17013
CLIENT
Estate of Paule." J. Freeman
3 Abbey Cour.. Cerllsle. PA 17013
AS OF DATE
August 15. 1996
..
APPRAISER
Oouglos n. Helnemun
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9.lI:ltrb:u1 similar similar similar
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f= I1\1Y rot be usa! solely as an awrnlsal (or dctormlnlrg the ll\1rkct value for the subject
PrcpJrty, ard are mly valid \( fastero:l In il Kmuscrlpt 0:M!r with orl'lll\11 slgmtures of the
State outlfled IlcBldentlal Awralscr, oolor p1O\:o;IraplS of the subject ard catpll<lbles, doaJ,
Hap, ard rhot<qril{tl M:Icn:Ium, addcn:la, ard StatcJrcnt of Llmltlrg Oniltla>s. See OJIIcr Pil<]C
1!lLild:lltlcn'~ ",lilt ta (or this SI'l1I!1]lYJlwmll;.:\L.Il.!I1o~
111" 1.......~I~l~I..1 I.CI'II'...kAIlIJ,~'1 I l'fl'II'AIIAllll ..', > I 1'I1'II'AMAI'II;Sfl'
,.... ".._II", 107/22/% 07/17/94 03/27/% I. 05/J0/%
......ror '.01 ,..... ..k. [)xd ():r(l DxU l.:ccd
.if:hlft>.......IT.._1 CWI, Insp. 0:.01, OML COJI, OW-I ! ceol, OML
'\no"...,ot...) ...,u................fll.....,..,......., .,,1.,... ..'''''.....,...t'......''1 w.I_',....I...~ ,.......... "1...,,,...1...1 ,.....,....f>L...~h...,_,.....'lIotd.".,1 "11'.._1
SUbject ard <XJ1po,rablcs last trans(erred CIo'OOXShlp m the datos Ilstc<1 illlollO ani 1"110 1m oc<>n
resold slm> then to the I:cst o( the "[t:lrillscr's kra.oIlcdJc.
IHDll"At1D VAUtUY 11tEJAUH'OltrAlJION ArtaOAC'H . . . . . . . . . . . . . . .
lPmW^l1J1 VAUII! liT INC'lI"'I! AI1110^111111"'~~' ,......,... \lltht II.....' 0 ,\t., , 'i.,_ II.... "~!,~.l..., ...
Iloio .,.,......1.. _I. !X I "..... I '.....;..1..'..... ..,.............._ _....1.._.'" .,~.I...._I..IAI...~...I I .....,...l~' ,.~..,.~t.", 1'" rl.no ...I.,....,I~ ...._
,..........",.,..._1 lloci1usc am, Is prlmll"lly Go'JlC!l" ocx:upled, tJ1Cl"C Wi\S lrouHlclC'nt ,willlablc rC'lIt.,1
d.,t., to CX11plcto an I"""'" Cilplt.,UZ<1tlm AwCUldl (or tJ,ls rcp:lrt.
. I_....,~,'~.. SEE ATI'IIOIFlJ lIIDFlnUl
A.I.l.~_
J f<Jj:cy Ca.lrt
CIr Islc _._._u.....
hnum,,> ".'....J"l
\....,..'"
I N/^
,
=1,
1nspoctlm
'0"_III.~!'IlII:!1.1!.~,__,_
"';...lllr....I~.. A".
o II,
1__11".
\',lIf....."'\o..."tI
\'AII'IAI'II'\I'"SI'I
.........1_.......
C.........~_
IltII'fll'l....'I.....
I..........
1,_"'.\I'I...\~"f'''
,,,
Vir.
1......n...IAIT".1
'1-'>1, .,1 f'.....,....,.....
'.,
-1,;WO;
I
I
01
I
1'.....1.......
. .........1;....
-3,000
-4,000
..
86,400
,... f""",,-..I d... .".._...1.. ", ...1....... tho ","~rt ..\.or .,1'.... ".Ir,..,...,t) 1ho.1.. tho .....,...1 ,,111I.. '....".I._.1.....~ .1.,.. .....t,...... ....1
I...... ...I_,~.I..I....d.t...oI....d..I." oIt"d..lhr ."..I..II...JJ", \I.. I,..,., 41<0',1_... \I._I...", It.~Ull"'.......1 6/93 I
I (....,.:) unMAn 1111: MAIUCl.1" \'AU'r:. A\ VUlsUJ. 01" nit RJ:.AL "II11J'un mAllS ml 5t"1Uu'r 01 1111\ IIIJ11MI. A., f tl
"'1jlOI1f--rn'~TE(~HSMl"nON ANIl TIlF. rIlh'l1\'r 11,",TT (If nil' amlRnnHlFS 86,400
AI-htAllIJl~ ~R: IIcincmlJl___ t Sl'M:A\'I\OR\'A.trR."JI"RtOsl.\'Irll.J'lJt'Ul.1l'l
,.......4 1\1'-........ - \.....,,,..
~- r:J 5 R. l~hnT\1n .......
I..... II, ,.~, ",...~I I.... II,,,,,,,, \"....1
,.",10 ......, ..~,........I ...II....>I,~, ..~.I.
A\Kj\Uit 15, IfJl)(,
I 1'.1 1'.1 ...~
I'''I~ .,1"'1"'"
\'.'.1'",",. .,...., RI,-oonr.r,q.t.
\t.. I'^ \... .....,f. "..~.,
,,_..
I\DDENDUM
ADDENDUM TO TIlE APPRAISAL
FILE NO.: 00 1]%
-----------------------------------------------------------------
BORROWER: Not Applicablo
PROPERTY ADDRESS: ] Abboy Court
CITY: Carllslo COUNTY, Cumberland
ZIP: 17013 LENDER: Estats of Pauleen
ST^TE' I'^
J. Freeman
-----------------------------------------------------------------
ADDENDUM TO SALES COMP^RISOll ^NALYSIS
CCCIl and CPML ore acronyms for Cumberland County Courthouse
(Recorder of Deeds Office ami Tale Assessment Ofrlce) and Central
Penn Multi-List. Adjustments were made to the Effective Age of tho
comparables in relation to the subject's Effective Age. Actual Age
was only used as a guide in solecting suitable comparables for
this report. Only bathrooms wero adjusted under Room Count. Total
Rooms and Bedrooms were adjusted with the Gross Living Are" on the
following line if the GLA of the comparable varied by more than
+/- 100 Square Feet in rolation to the subject. All adjustments to
the comparables were made in relation to the Quality, Condition,
and Contribution of the subject's features or lack thereof as
viewed by a typical buyer in the current marketplace.
Tho appraiser is unable to verify the insulation "R" factor. Also,
the presence of Urea Formaldehyde Foam Insulation (UFFI), lead
based paint, asbestos, radon, Polychlorinated Biphenyls (PCB's),
Chlorofluorocarbons (CFC's), Leaking storage tanks (above ground
and underground), soil contamination, Groundwater contamination,
and poor drinking water quality can not be verified by the
appraiser. The appraiser is not qualified to test for any
contaminates in or around the property, and assumes they are not
present. If any of these items are present, the appraised market
value could be adversoly affected or voided. The appraiser has
made every effort to document any observed or apparant
contaminates in or around the subject property for this report.
The appraiser only considered those items attached to the home as
realty. Items not attached such as refrigerator, washer, dryer,
etc. Were not considered in the valuation process of this
Approach. Also, no value was given to small storage sheds, swing
sets, swimming pools (above ground and inground), pavlllions, or
other eleterior structures of perceived value unless otherwise
noted in this report. The property's heating, plumbing, and
electrical systems appear to be functioning properly to the best
of the appraiser's knowledge. It is noted that comparable 11
occured over sile months prior to the appraisal date, comparables
13 is located more than one mile from the subject. The
sales chosen
for this report represent the best available settled comparables
from the market search as of the appraisal date, and are verified
with the CPML and CCCIl.
^DDEtmUM TO FINAL RECotICILI^TION
This is a summary appraisal report. Both ^pproaches to Value
support the appraiser's opinion of market value for the subject
property. The Cost Approach reflects a similar acceptable
replacement for the subject using current available building
materials at current market prices. It is not nn actual
reproduction cost using original or obsolete building materials
from which the subject may have been built. The Cost Approach is
most representative for new construction or homas under 2 years of
age. Because of the subject's age, the Cost Approach was not
applicable for thls report. In the appraiser'S opinion, the Sales
Comparison Analysis represents the best indication of market value
for the subject as defined on page 1 of the Statement of Limiting
Conditions. This Approach to Value was weighted the mo~t In
estimating the subject's market value as of the
appraisal/inspection date.
..
STATEMENLOf_UMIIINGCONDIIIONS____.____ _________. .____._
DEFINITION OF MAnKET VALUE: T1~ "'"I pfob,b1, prlel "",hkl!. '"OP"'Y .hrtuld bring.". romplmlwl 1",1 Opt,. m',hl
under ,II CQfldl,lonl ,.",,/tlt. 10 . f,1t ..I., II.. hur" and ""If. 11th actin, plud,nU,. ""0""lld,uhl... I"d ...unNllllhl prle. I, nol
Inlel,4 h, undu. .1ImuluI. Impficlt 6n thl, d.lInIUunl, the conlumm.Uon of. ul, II of. .p.clflld dal. I"d Ih, p...lng a' 1111,
hom un" to bU"1f lWId., condItion. "",lIllIb,: 111 bur" alld un" "1'rplulI, moU"II',4, 111 bnlll plftl.. Ifl wIN In'OI'm,d Of
..... ,dwi..", Ind ueh Ictln..,.. 'll'Wh" h, cOMld." hi, own bl" Int"I"; 131 . '''.onlblt 'l,n, I, III0Wld 'Of "PM!HI In th, opln
"",hi; 141 p.,ment" mid, In '.rm. 0' el," In UI. dolla,. Of In 'lfmt.' rlnand.I.".ng.mlnll camp.uble ,h."to; and 151 the
pllu IIp''..nll U.. no"n,1 cOfllld".llon 'Of lh, pIOp.'t.. .Dld un.If'ct.d b.. .p.d,1 Of u,.U" '"!lrldng or ..I,. cnnu..lon.-
g'lnt.d bW- .n..OfMI ,"ocl.t.d with the ..Ie.
- Adju..ment. to the complI.bSa. mUll be m.de for epacl.. or cllltlva flu.ndng Of III.. conu..lorll. No .dju.tmenl' III
nlU''''V IOf tho.. CMtl which I" nOfm..... p.ld b.. ..11," I' , '"Ult 0' tllditlon Of I.w In I mllht ""; th... Ctllt. II.
lI.dil..ld.ntlll.bl. .lnu thl ../St, p.... th... COil. In wtu.U'f .11 ul.. t1anucllon., 'peelll Of c'..tl.... Iln.ndng .diu..m.n"
un be m.de to the comp.,.bl. plOPllt.. It.. comparl.on. to fin.ndng tllm. olfll.d bV' thlld pllly ill.tltUllonall.ndll th.t I.
not ..,..d"'n,oI,,d In tt.. p,op"t.. Of Ife""ctlon, An.. IdJuttm.nt .hould not be nlculal.d on . muh.nlcal doll., COlt 01
the IIn.nclng Of conce..lon bUI the dona, "nount ot .nw- .d/u"m.nl .hould 'PP,ollm.l. Ihe mllhr. l..ctlGn to Ih. lin'nclng
Of' conce..lnne b,"d on 1h. epPIIIII"'ludgm.nt,
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The 'PPI.I..,', Clllillc.llon th.t 'ppu,.ln the 'pplllul repl'lrt I, .ubJ.ct to
the fonowmg condition.:
1. TtI. 'pp,.III' wiN not be I..pon'lble lor m.lte,. 01 I,gal n.tulllhatallectelth" th. p'op"lW- b'lng 'pp"l..d 0' th, UI', '0 II.
TIl. ,pplal.., a..um.. Ihlt the tltlt I. good .nd mllhtlblt .nd. th",'o.., will not IInd" Iny opInion. .bout the Iltl,. Th. propl,ty
I. ,pp,.II,d on the bill. of It bllng under '''pon'lble own".lIlp.
2. Tha app..III, h.. p'ovldld Ilhtch In the app"I..1 Ilpolt to .how appro.lmll. dlm.nllnn, af the Implll"mlnll .nd the Ihtch II
Includ.d 1'Jf11., 10 1IIIIt th. IIld" at thl "pall In vl.uIIl,ln, Ih. PIOflllty .nd und".tlnding thl epp,.I..,'1 d.tllm'nlllon 0111'. II,.
3. The Ipp"l..r h.. "Imlnld Ihl aVlil.ble !load m.p. th.I". provided b.. the red.", Emllgen".. Man.gem.nt Aglncy Ill' all",
dill lou,ull Ind h.. nolld In thl 'PPIII.., "port whlth" thl .ubJlct .It. I_ IGcllld In.n Idlnlilitd Spldll Flood HUlld A,..
Bleau.. thl 'pPIlI.., II not a .u,....yo,. he 01 .he m.h. no gUI"lIt... lip"" 0' Implild. "glldl'" thl dltllmlll.tlon.
4. The apP'II.., win nol give '"tlmony 0' 'PP'" In court b.uu.. h, or Ihe m.dl .n 'ppfllnl 01 the P'OPlft.. In qUlulon. 1JIl1...
.paclflc a".ng.mantl to do '0 hlv. b..n m.de b.loreh.nd.
6. Th. .ppul.., hll ..tlmlt.d the vllul 01 thlllnd In ths coat 'pp,o.ch .t it. hlghllt Ind b..t u.. .nd tM Improvsmanl. .t thalt
contllbulory v.lue. ThI.. "P"I" vllu.tlonl 01 Ihel.nd Ind Imp,o"mlnl. mu.t nGt be u..d In conluncllon with Iny oth., 'PPIII..I
IlId "1 Invalid "th.y ." 10 undo
8. ThI appul", h.. notad In thl Ippul..1 "pon .n., .d,,," condlllonl lluch II. n..dld "p.I". dlpreclatlon. thl p"..nce 01
h'"ldoua Will... tculc .ubatlnul. atc,1 ob'"vld dUllng IhI In.pactlon 01 thl .ubJlct p'oPllty Of th.1 hi Of Ihl b.ume ."". 01
dUflng tl" nOfm.1 """ch InvoIwad In p"formlng lhl Ipprll..l. Unl... olh""I.. IIltad in thl IpPlllul "port. thl 1""It"
h.. no "no"lldg. 0' 'n.. hlddln 0' un,ppI"nt condItion. 01 the p,oPllty 0' IdvlI.. .nt/ltonmlnl.1 condition. lincludlng thl
p"..ncI 01 hlllldou. Will., tOllc .ub'tlncel. etc. I thlt would m.... the pfOPIlI.. mOfe 0' la.. v.lulble. .nd h.. ...umed th'l
thlle '" no .uch condition. and m..... no gUI"ntl" 01' w",.ntl... "p"" or Impll.d. 11,"ding tha condillon of thl prop"ty.
Th. IPPIIIII' "III not ba "'pl'Jf1llble 11'1' .n.. .uch condition. 1hlt do IIllt or tot .ny Ingln..,lng Of l..tlng thlt might be
IIquifld to dllco", whlthlr luch condlllona 1I11t, B.eau.. thl IPPIIIII' I. not an I'Pllt In th. lield 0' .nvl'onmlnl.1 h.llld.,
thl Ipplllul "port mu.t not bl conlld"ld II In .nvllonm.nt.'......ment 01 IhI P'OpI".,.
1. ThI 'ppIIII" obt.lned th.lnformlllon. IIllm.t... .nd opWon. thlt war. "p"...d In the Ipp,,11I1 "port trom .ou,c.. thlt hi
0' Ih. conlldll. to b. "Illbll .nd ballav.. th.m '0 bl t'UI Ind CorllCt. Thl 'PPIII", don not ,...um. '''Pon.lbllit.. la, thl
,ccullcy of ,uch Itlm. thll W"I 'ulnllh,d by olh" partl...
8. Thl Ippul.., wUl not di.doll the contlnll 01 thl 'pp"I"1 "po,t alefOJlI II provld.d for In thl Uniform St.nd"d. 01 P,ol...lonal
ApPfllulPucllce.
~
D. Th. appl.I", h.. ba..d hll Of h" 'pplll.., "port Ind vIIUlllon condullon '01 .n ,ppIII,,1 thll II luhllCI to ..tllllctory
comrlltlon. ..p.III. 0' .11"lllon. on thl I..umptlon th.t compllllon 01 thlImpravlmentl wwUl bl p"'ormld In a wor"mlnll!ca mllllll..
10. ThI 'PPfllllr mUlt p'ovlda hll 0' hll prlo, wllllln connnt be'OIalhelendll/clllntlpacillld In the Ipp"I..1 "port Cln dill,ihull
the Ippulnl "pOll llncluding candullon. ,bout th. p,oPlfty VIICII. th. Ipplllllr'. Idlntll.. .nd p'olnllon.' dlllgnlllon.. Ind
..11..ncII to In.. Plolll.lon,' IpplIl.., OIglmlltlona 01' the film "Ith which the 'PPfll.., It '''Odll,dl to 'nyona olh" th.n thl
bor'o"", th. mOflg'gll 0' III 'ucc...ar. Ind ,..Ignl; the m0l1gaoelnlu",: con.utt.nt.; p,ofeulan,1 'PPIII..I OIglnIIlIlOll.; any
.11'a Of lad"llI., 'PP,ovld 1In.nclllinltltutlon; Of .n., dlpll1mlnt.glncy, Of Inlt,umlntllit.. 01 the Unltad Statu 01 an.. IIlte Of
tl" DI.lllct 01 Columbl.; IIC'pt th.t the landll/cll.nt m... dllttlbulI the p'op"t.. d..c,lptlon IIctlon 01 thl "pOlt only to dlta
colllllcllon Of "POfllng IIrvlce'l' Wllhout having to obllm th. Ipplli..,', prlOf wllttan conunl. Thl ,pp,.I..,'. "fluln con..nt
Ind 'PPlova' mu.t .110 b. obl.lnld bltllll Ihl Ipp"II" un be cnnVI.,ed b.. In..onl to thl public IhlOUgh .dv""llng. public
tllltlon.. nlW'. III... 0' otll" m.di..
-----------.---- .
J',.ddil Mlc rOlm 439 093
__ .u____.~'___..__~_.____
PlIge 1 011
ra"",,, Mil" rotm 10048 693
TATEMENLOEUMITING CONDIIIONS___________
APPRAISER'S CERTlrlCATION: Thl Arrlll.If UIIII... Ind Ill"" th.'
1.1 hlVt ,....,,:he.th. ,ubltc. mllh'II" Illd h.", ..lacl.d . rnlrnmum 01 lhf.. 'Iunt IIln III pIOplll'-' nlCKI ,lmIl" Ind
plollmlll I. the lubJett p'D9"'f 101' eontld"ltlon .., th, II'" cornp,'lInn Inll,." In4 hnl m.dl I dnll., Idlullm,"' when
'PPIOfI,I.te 10 ,.n.ct the ",llhl 'lIclloo 10 tholl Illme 01 ,lgnlUnnt ....'I.llon. II . ,1,nWeant It.m In I camp"lb"" ploplll,
K Iuplllat to. Of mOIl 'awortbl, thin. ltMi lubleet prop.,t,. I h.... m.d, I nla.11"1 tdlullm.nl 10 "duel Ih, ,dlu"ld ..I.. pilei
olltM compaflble Ind, II . ,llnlUnnt him In . comp...ble proput, .. ...,.,Ior to, 01' .... 'Ivot,bl, Ihln Iht IlIblect plOplll,.
I h.." mid. I poell'''' dlllll"""IIO !nc,.... lhe Idjutld ..... p,lce 0' Ihl complllbll.
J, I h.... 'tllln Into con.ldlntlon lhe I.cttlfl thlt h"l In Implct on vlhll In my dlVllopmlnt al lhl IItlmlll 01 milk II vllul In
thl IPPlllul nptlft. 1 hlVI not knowk'g'y wlthh.ld "'y Ilgnllltlnt Inltlfmllion hom thl Ippnlul flpOft Ind I blllnl. to Ihl
b..t of my .nowlldgl, thlt In Itlllm.ntl Ind Inlo.ml1lon In thl Ippflllll flpOft II' trUI Ind CUtlecl.
3, IIl,Ild In the Ippnllll flpOft only my p.uon.l, unbl"ld. Ind ploll..lon.1 Inllyel.. opllllone, Ind concluelonl. which III
.ublnt only to the conllng.nt .nd limiting epnlllld In thll 101m.
4. I hi.,. no p,,"nl Of p.oeplcllvl Int,,"t In Ih, plopl'" thlt II Ihl eubllct 10 lh11 "plllt. .nd I hlv, no p".."1 Of
Plo.p.cllvl plllonll "'I,,"t or bl.I whh IIIp'Ct to lh. Plldclp.nll In the l11nuctlon. I did not b.... .ithlf plltlln, Of
compl.llly. my Inlly.lI Ind/Of the ..llm.l. 0' mlllllt v.lu. In Ih. .ppnl..1 "pOft on th. nc.. COIOf. "ligion, .... hlndlctp.
l.mlll.1 IltIUI. Of n.tlon.1 ollgln of IlIh.r Ih. PIOlPICII.,. own." 01 occuplnll of Ih. lubllCl ploplll, 0' of the Pll..nt own"l
Of occuplnl' of the plop"tlll In the vicinity 01 th. lubJlct p'op"ty.
"
6.1 h.". no P,,""t Of' conllmpll'ld IU"'I" Inl"..I In thl lubl.ct p,op.,ty. Ind n.llhl' my cUII.nl 0' fulul' .mplo.,ml"l nOf my
complnullon IOf pll'Ofmlnglhl. Ipp"lull. conllnll.nt on ,h. 'PPllllld valul olth. PIOPII''',
8. I WII nol "qulrld 10 IIpO.t . plldltllminld Vllu. D. dlr'Cllon In .,.Iu, Ihl' 11"(lf1 thl CIU" of Ihl cU.n' Of Iny "I.t.d
PI'IY. thl .mount 01 the v.lu. IItlm,I., Ih. lu.lnm.nt of I Ip.cllle lI.ull, o. Ih. ocCUII.nCI 01 I lubllqu.n' Iv.nt In ordll 10
I.ul.... my comp.n..tlon .nd/Of .mploymflnllOf p"lo.mlng the .pp"lul, I did not b... Ih. Ippr"lulltpOfl on I IIquI..ad minimum
valu.tlon, . .p'clllc valulllon. Of th. IIlId 10 Ippro'll . Ip.c1Ue mOltg.g. 10111.
1.1 p"fOfm.d IhI. IPPllllllln conlolmlty wllh thl Unllolm 6l1nd"dl 01 Prolll.lon.1 Applllul Pllcll(:a thlt wll. Idoplld .nd
promulgll.d by the App,.I..1 8t.nd"d. BOI,d 01 ThI Appnlul Foundltlon Ind Ihll Will In pl.el .. ollha .Illcllv. d.l. 01 IhI.
.ppullI'. wilh the ..uptlon of t1~ d'p"IUf' plovl.lon at tho.. SI.ndlldl, which dOli not Ipply. I Icknowl.dgl thlt In ,.1Im'I'
01 . ,".onabll lima fOf ..pO'Ult In th. op.n mllklt I. . condlllon In Ih. d.llnlllon of mllhl ~.Iu. .nd th. ..llmll' 1 d.~.lop.d
It conll"lnl wllh thl mllkalln1 tlm. not.d In Ih. n.lghborhood IIcllon 01 Ihl. "pOll. unl"l 1 h..... othlfwlll .tlt.d In Ih.
"conciHIUon ..cllon.
II, I h..,1 plllonlny In.p.c,.d Ih. Inllllor Ind ..1..lor ..... 01 tM .ubl.ct ploparty Ind th. ..llllor 01 III PIOPlltl1l IIltld I'
compl"bl.1 In th. .ppfllul flpOII. I IUlth.r ultlly Ihll 1 hi.,. nol.d Iny .pplnnt or kllown .d,,'"' condition. In Ih. .ubllct
Imp'o....""nl.. on thl .ubllct .It., Of on .ny 1111 within the Imm.dll" ~Iclnlly 01 lh. .ubl.cl ploplny 01 which 1 .m 'WI" Ind
fl..... midi Idlu.tmlnl. for ,h... .d.,,,.. condition. in my .nlly.l. of th. plOp"'" v.lu. to the ..I.nllhll I hid mllht .vld.nc.
to .uppolt th.m. I hl~' 11'0 comm.nl.d .bout th. .u.ct of tha .d....". condition. on Ih. mllhl.bilily of Ih. .ubl.ct prop.ny.
9. I p".onIRy p"p"ld In conclu.lon. Ind opinion' .bout thl ,ul ..III. thll WII' 1.1 lorlh In Ih. IIpPIlI..1 "port, II I
Illild on .Ionlflunt plol...lon.1 1..I.tlnca tram Iny Indlvldull or Indlvldulllll in th. plllormlncl 01 the Ipp"I.., Of th.
p"pIIlllon 01 thl Ippfllnl flporl. I hlv' nlmld .uch indlvldu"II.1 .nd dl.c1oud th. .p.elllc t..b p"form.d by Ih.m in th.
Itconclll.tlon IIcllon of thll IPPlllul "pOft. 1 ultlfy Ih.t Iny indlvldull '0 nlm.d II qu.lmld to plffOlm th. ,..... 1 hive
not lutho,I,.d .nyonl 10 mile a ching. to Iny It.m In Ih. "po,I: th."'o,,. II .n unlulhollJ.d ching. I. mid. to th. ,pplllul
"pOll. 1 win tab no It,pOlltiblllly fOf It.
SUPERVISORY APPRAISER'S CERTIFICATION: II . .upervl.OfY IPPllill' .Igned Ihl .pplllnl "poft. hi or Ihl clltllill
Ind .g"" th.t: 1 dlllclly .upervlll th. IpPIIIII' who pIIP.,ld tha 'PPIII..IIlPOft. h.v. "vi.w.d the 'PPIII..1 IIpOfl, .glll wllh
thl .t.lllntnl. .nd condu.lon. 01 the IpPlll..,. lilli' to b. bound by Ih. 'PPIIIIII'. c.f1ilie.t1on. numb"ld 4 Ihlough 1 .bov..
Ind .m tlklng fun ,..pon.lbilily 10' th. .ppttln' Ind the .ppullll IIporl.
.
ADDRESS OF PROPERTY APPRAISED:
3 I\bbev Court
carlisle fA 17013
APP
SUPERVISORY APpnAISEnlonly II IIqUlllcfl:
---
,""-..J----
Slgn'lu,,:
N.m.:
01" Slgn.d
Silt. C.f1l1iel1lon':
or Stll' L1c.n..';
81It.;
hpk.llon Dlt. 01 C.ftifieltion Of L1ell'"
Old Old Not In.pfel plop"ly
81g'1'lUI
N.ml: Rg!J
Olla Slgntd:
S'II. Cllllliutlnn': RL-O_OOS159-~
o. Stll' lICln.. .:
Stll':
(.pllllion Oil. 01 C"tillClllon o. lIc"n..:
s
r
He neman
06-30-97
rlfddti MlC FOlm 439 8.93
P"gl 2 012
Fallnl. M.. r",m 1004B 8-93
---------------~---
I
I, .'AlII.tEN .J. FItY.I,:t-IAN, II n'nllll'ul nf IIII' UlIrnlll\h of H..cltn. Ih'lnwnre CUlIlIly,
.J.'nnHylvnntn, tlu 1"'t~Jnl'l' thlH tn lit' IllV Iflllt Will. I IIl'n'lIy IIp(I(~lrll'llllv
rc.'vuk.! 1111'1 prll'f wlllH tlllll 1'0411.'lln malll' hy ml'.
('IR5Il I illrt>.'t Lllllt my .IIIIIL tlt'hlH. ('Hlnll.' IIml Inherltlllll'(' liUWII, nml my
(ullurnl (')(III'II"I'U lit' Iltlld hy my EXlleul r I x "" HUUII nrl~r my dvnlll IIR ,,, Ilrncllc-
ahlc. I empower my ~:x'-'I:lIlrlx. 111 cnRl' uf dnlmH mild.. n.tnlnHl my cBtnle, to
"('ltlc nnd dtHchnrJtL' llll~m 111 Iwr ,lhHUllllc dlnen'lloll.
I
I
i SF-CONIl: t nlvc nIl of my IlcrHonnl jl'we)ry. clnlhJn~t chinn, R1Jvcrw,uc, nntl
II similar item" of perRunnl l'fOlwrty to my doughter, DONNA JEAN FU:EMAN, If
:: ahe survives me. The hnlnncc of my hookH, clothhll\, Jewelry, pictures,
i furniture nnd fllrni8hin~H nnd otlwr items of househuld URe and equlpm~I1C:,
! and automobiles, ] give to Rueh of my chlldren, DONNA .H:AN FIU:~:MAN and ROJH~RT
I E. FR~:ID-tAN, nH Hurvlve me, to he dlvlth~d nrnunA them nn they may n.~rl'C; or In
I
:1 the absence of nJ~re(~ment, nH my Executrix may dctcrmllw.
!!!!!!!!-'..
All the reRt, renldue, and rcm.1lnder of
my Estate, both real nnd
children, or the survivor of
i
personnl, nnd wheresoever nltuntc, I ~Ivc to my
II
;!
,
If
[,
them, in equal
entire estate,
shares.
If neither of my chlldrcn survive me, I give my
both real and personnl, nnd wheresoever Rituntc, to my
RrnndRon. EDWARD FREEMAN.
Iii.
FOURT1I:
I;
! ~
If nny shnre of my estate Rhott become distributable to a minor,
or to one who IH otherwise incapacitated by
to my ~:xccutrix or AdmlniRtrntor to be hcItJ
until such incapacity censes to exist.
age or illness, I
In trust for Huch
give such Mhnre
bencficinry
.E!!!!i!. No interest in income or prlnclpnl of my estate sholl be
:1 by, or available to anyone hnvlng n clnlm nr.ninHt, n henefJciary
aetunl pnyment to the hencrtclary.
ass1gnnbl(!
before
SIXTlI:_ All fed(!ral, Rtate, nnd uther death L:IXCS p.1ynl:le hccausc of my death
on the property forming my gross estnte for tnx l1urpoHcs, whether or not it
pnSReR under this WJll, "hnll be pl1ld nllt of the prlnclpnl of my prnhntc l'stntc'
Just OH J f they wcr~ my debts, nnt! nOlI(' or those tnxeR Hhnll be eharr,l'd
against nny heneficlary or nny outsJde fund.
I 5EVENTII:
!I
'.
,
[ authorize my ~:xecutrlx or AdmlniHtrator:
a. To retaJn nnd to inveHt In all formA of
renl nnt! pcrsonnl
on invcRtments hy
property, reRnrdlcAs or .111Y limltntJon Im(lURed hy law
,I f1duclnrlcH;
:i
..
I
"tt-. r ,."
D NO. AA
146871
.
COMMONWEALTH OF PENNSYLVANIA
DlPARTMINT 0' RlVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
1.",'tAl II I','"
RECEIVED FROM:
&
ACN
ASSESSMENT r:"
CONTROL iii
NUMBER
AMOUNT
STEPHEN L BLOOM
lUI
":J,'fttc.~:)
10 EAST HIGH
CARLI SLE, PA
8T
17013
.'OlOHfII
lOlOH"f
ESTATE INfORMATION,
!:II filE NOMBER
~ 21-1996-08:56
!:I NAME Of DECEDENT (LAST)
~ FREEMAN PAULEEN J
II DATE Of PAYMENT
EJ POSTMARK DATE
COUNTY
SSN 494-03-1757
IfIRST) (MI)
CUMBERLAND
DATE Of DEATH
m TOTAL AMOUNT PAID ':5 , 982 . 35
. DO .
( , j I;; ..1,
RECEIVED BY / t" .,t ( I, L. ,4 {I--I 1/ vl/?.l .
51GNATU I' /1 iIt
MARY C. LEW I ~ "::. hU'I.) #f' '.t.
REGISTER OF WILLS
REMARKS
DONNA J FREEMAN
CIO STEPHEN L BLOOM ESQUIRE
CHECKtI 1006
SEAL
REGISTER OF WI LLS
- - --- -- -- -- - - -- -- --- -- ----- - ---
- --- - ---- --- --- ----. .--- ~.-- ----
-- ---- -- ---: ~ ;-;_. __" k____
....
i
,
.
.
- - . r""""-'-
..... _ ...-,r,--, --,-: .
-:-.- -. -----. ."--:" ~
'j --/}~)-- ,f
BUREAU Of INDIVIDOAL TAXES
ItfI:RlIAHC[ tal DIVISION
DlPf. 'nUl
HARAIUURO, Pl HUI-aul
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
c.
NOTICE Of INItERIT ANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT DF TAX
"1.1\.,.. ", Ill.'"
STEPHEN L BLOOM
10 E HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-10-97
FREEMAN
08-15-96
21 96-0856
CUMBERLAND
101
J
PAULEEN
A.aunt R..lt tad
-
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifiv:is47-EiCjiFP-n-Z:96Y-iioi'"icnin-NHEifii'ANCE-TAX-APPRAiSEHEii'r-;-ALi.-ciwANCE-ifli--m------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREEMAN PAULEEN J FILE NO. 21 96-0856 ACN 101 DATE 02-10-97
TAX RETORN WAS: (X I ACCEPTED AS fiLED
( I CItANCED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rool Eototo ISchodulo Al (II
2. Stocks and Bond. (Schedule B) (2)
3. Clo..ly Hald stock/Partnership Int.r.st (Schedule C) (3)
4. "artg.D.I/Nat.. Receivabl. (Schedule D) (4)
S. Cash/Bank Oeposita/Hllc. Parlonal Property (Schedule EJ 15)
6. Jointly Ownod Proporty ISchodulo fl (6)
7. Transfar. (Schedule G) (7)
a. Total A...t.
HOTEl To insure proper
credit to your account,
lubnlt the upper portion
of this forn with your
tax pay..ant.
.00
.00
.00
.00
301.71
5.593.65
109.767.02
(81
115,662.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expanse./Ad... Co.t./Hi.c. Expan.a. (Sch.dul. H) (9)
10. Dobto/Hortvovo Llobl1ltloo/Llono (Schodulo II (101
11. Total D.ductlon.
12. N.t Value of Tax R.turn
15. Charltabl./Gov.rn.antal aaqu..t. ISch.dul. J)
14. N.t Voluo of Eot.to Subjoct to To.
10,685.39
23.50
1111
UZl
U31
U41
10.708 8Q
104,953.49
.00
104.953.49
If an assessment was issued previouslY. lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
1S. A.ount of lln. 14 at Spou.al rat. lIS)
16. AMount of Lln. 14 taxable at Lin.al/Cla.. A rat. (16)
17. AMount of Llna 14 taxable at Collataral/Cla.. a rat. 117)
18. Principal Tax Du.
14. lS and/or 16. 17 and 18 will
returns assessed to date.
NOTE:
.00 X .00.
104.953.49 X .06.
.00 X .15.
UB)
.00
6,297.21
.00
6,297.21
TAX CREDITS:
PAYHENT
DATE
10-24-96
DISCDONT 1+ I
INTEREST (-I
314.86
RECEIPT
HUHBER
AA146871
AHOUNT PAID
5,982.35
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,297.21
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
( IF TOTAL DOE IS LESS TNAN II, NO PAYHENT IS REQUIRED.
If TOTAL DOE IS REfLECTED AS A "CREDIT" ICRl, YOO HAY BE DOE
A REfUND. SEE REVERSE SIDE Of TItIS fORH fOR INSTRUCTIONS. I
00
<= I .
'0
-~
.,
111
Ut
~
a
-OJ
';jt l'..J
:C. . 1:-:
N
:n
^.~ ..:~
.,
v;
~
--,
RESERVATION I E,t.t.. of d.c.d~t. dying on D~ blfor. Ole,abet ll, 1.ll ~- If en., lutur. Int.r..t In thl I...t. 1. 'ran.fltted
In po.....lon or .nJaYlent to Cl... I (col1Itarel) bane'!c'.'..' 01 thl dlcldlnt a,t,r thl ..pltallon 01 any I..at. for
11f. or for y..r., thl Co.aonw..lth ~r.by I.pr...ly tal.rVI' thl right to IPpr.l.. and ...... tren,f.r Inherltancl Ta...
at thl lawful CI.,. I (collat,re.) rat. on any .uch future l"tar..t.
PIJIlI'M[ 0.-
NOTICE I
To fulfill thl requlra..nt. of slctlon Zl~D 0' t~ Inherltenca and E.t.t, Ta. Act, Act ZZ of 19'1. 72 P.S.
Sactlon 2140.
n,tlch thl top portion of thl. Hotlcl and ,ubalt with your Ply..nt to thl R.allt., of Will. prInted on the r.vlr.. .Ida.
"-"ak. check or .on,., order PlYabll tal REGISTER OF MILLS, AGENT
All ply.ent. rec.lv.d .h.ll flr.t be applied to any Int.re.t which ..y be due with any r..elnder appllld to the tax.
PAVttENTI
REFUND (CA)1 i rlfund of . tex credit, which WI' not requ..ted on the Tex A.turn, ..y be r.qu..ted by coapl.tlng en ~Appllc.tlon
far R.fund of penn.ylvanl. Inheritance and E.tete Tex" (REY-l]I]). Appllc.tlon. .re .v.lleble It the Office
of the Aegl.ter of Will., any of the Z] Aevenue DI.trlct Office., or by ceiling the .pecl.1 2~-hour
an.werlng s.rvlcl nuab.rs for far.. Ordlrlngl In Penn.ylvanl. 1-800-]6Z-Z050, out,ld. P.nn'Ylvanle and
within lac.l Hlrrl.burg ar.a (117) 181-&094, TOO' (111) llZ-2Z5Z CH.erlng lapelrad Only).
OBJECTIONS I Any perty In Intlr..t not ..thfl.d with the eppr.I....nt, .11owenc:. or dlt.UOWMC' of d.dUCtlon., or ........"t
of t.x (Including dl,count or Intlr..t) .. shawn on this Notice lU.t obJlct within .I.ty (60) dlY' of rlcelpt of
this Notice bYI
--wrltt." protl.t to the PA OIPart.ent of Alvanue, Baird of App..l., napt. Z81021, Harrl.burg, PA
--election to h.v. the ..tt.r d.t.r.lned .t audit of the eccount of the p.r.on'l repra.entetlve,
__appe.1 to the Orphan.' Court.
11128-1021,
OR
OR
AD.UN
ISTRATlYE
CORRECTIONSI
Feetu.l .rror. dl.covlr.d on thl. ........"t should be .ddr....d In writing tal PA Depert.ent of A.vlnue,
lur.eu of Individual T...., ATTNI Po.t A.......nt A.vl.w unit, O.pt. 280601, Herrl.burg, PA 11128-0601
Phone (111) 181-6505. S.. page 5 of the booklet "In.tructlon. far Inh.rltanc. Tex A.turn far. A..ldent
Dlc.dent~ eREY-ISOI) far an ..plan.tlon of .d.lnlltratlvely eorr.ct.ble .rror..
If any tax due II p.ld within thr.e (]) e.l.nd.r .onth. aft.r the dec.dent'. d..th, , flv. p.rc.nt (5X) dl.count of
the t'M paid I. 11Iow.d.
ThI 15X t'M ,,",sty non-p.rtlelp.tlon penllty I. cu.put.d on the tot.1 of the t.. end Int.r.,t .......d, and not
peld before January 11, 19'6, the flr,t day eft.r the end of the t.M .~..ty period. Thl' non-p.rtlelpltlon
pen.lty I' .ppe.labl. In the .... eanner and In the thl .... tl.. period .. you would ,pp.,1 the t,M end Int.r..t
that h.. b.." .......d al Indlclt.d on thl. notice.
Intere.t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nine e,) aonth. and one (1) day froe the date of
d.ath, to the date of pay.ent. Ta.e. which bec..e d.llnquent before Janu.ry I, 1"2 b..r Int.r..t at the r.t. of
II. e6X) p.rcent p.r ~ calculat.d .t a dally r.t. of .00016~. All t.... which b.e... d.llnqu.nt on and Ift.r
January I, 1,IZ will bear Int.r..t .t a r.t. which will vary fro' cal.nd,r Ylar to celend.r year with that rate
announc.d by the Pi D.part.lnt of R.v.nue. Th. applicable Int.r..t rat.. far 191Z through 1'97 ar"
DISCCUtT I
PENAL TV,
INTEREST I
'!!!! Int.relt Aat. D.lly Int.r..t FftCtor !!!! Inter..t Rat. n.lly Int.re.t Factor
198Z t.X .000548 1'&1 'X .000Z41
1915 16X .000411 19la-I991 11:( .000sal
19.4 IlX .000501 1992 'X .000Z41
1965 15X .000556 199]-1994 7X .00019%
19&6 lOX .000Z7~ 1995-1991 'X .000Z41
--Inter..t I. calculated .1 follow"
INTEREST a BALANCE OF TAX UNPAIO X NUHBER OF DAYS OELINQOEHT X OAILY INTEREST FACTOR
--any Notice t..ued .fter thtl tn b.COMI d.lInquent wlll reflect an Interllt c.lculatlon to fifteen US) d.y.
beyond the date of the .......ent. If pepent It .act. aft.r the Int.r..t CO.,tltlon dati thown on the
Notice, .dcUtlonel Int.rllt ...1\ b. ulcul.t.d.