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PETITION "'Ol~ PlmUATE und GHANT OF LETTEI~S
1,:'111I1' 1~/tl\I:"\(I,^-\ t: D,\k_<,,,__ Nil. ..;tl-=_~_~_~__~]_L_____
al.w /u"''''" fl.\ _ ~ _ ___ .____ _ 1"0:
___ __ _ Ro~i'lor of Will, I"of Iho \
__ ' ,--" - , Il . l)<'cl'II.II'''. COllllly o'-C__~~.JI~ J_",-d",>-.!.t in
SIIda' S,'cllril." Nil, ___ __ ,':L_~ _!_:~'__:_~::'Ll"_~c..,, COl1ll11onwollhh Ill" I'onn,ylvania
rho p,'lilillll of Iho III1lk"i~nod ro,pooll"lIl1y '01"0'0111' Ihat:
YOIII 1'l'lilioI1CI-t'~. \\110 j.../,uc IX Yl.'ap. of al!~' or older ..1I111....l..\l.l.III1.:) ._ ___~__
inlho,la~1 ~',ill, 01" Iho ",',"'1'<' Ik~"lknl, darod ____~l(_\ '1\., \.3..-\~I,TI
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Iho
named
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1""11..' ,dl'\iUlI dl~'llll"I;llln.". l'.~. h:lllllln;llillll, lkalh olnl'Olllll. l"lcl
Ik~""IHkt11 \\a... domidlcd al lkillh ill _____ l_~_':'..~* r~~ ~~_ CuunlY. Pennsylvania. wilh
h ""r--- - 111'1 1".lInilYDIlI "rind pal ,o'ido,n~o a,I,,----, -\ L1.._f:__-'4:r:
'{l:cLli:!..LL,,=_LJ1~L.;__L_e(G.I-'-"J\..l; 1'1 (lfl;~-
Ill" 'lh'l'l, IIIl111hn and Il\lIn~'IJl;llil~ I
Ik~l'lIlkl1l.lhon .--?LL.- YOII" 01" II~O. died___--.J.:~/I g . I 91J...:.--.
al__ t~~4.~(L N_L..'/!.Lr,LC_____Lr.!!LU_,'--"...bi.'Ltli.'-#,...J_ .
b~~pl ." 'olll'>l\\. dw,'dulI did 1101 III ""y. "a, nol di\'or~od "n.! did nol havo" ~hild born or adoplcd
afro' ~\O~UI ion of 113 II ill o[krod I"llr probato: "'" nOllho \'klilll of a killing and Wa' ncw, adjudicalcd
inl,.'Ulllpt,.'II.'I1I: _A!.._. __.__'._.
llccondonl al doalh m\llod proporty lIilh o"il11"lod \'aluo, a, 1"0110"':
(I I" "onudlcd in 1':,.1 All por,ollalpropollY S .. () l' ,.' ()
(I f 1101 dnrnidlcd in 1'.1. 1 Per,onal proporty in Ponn'yl\'llllia S
(II 11(11 dOl11i~"ClI ill l'a.1 I'or,ollal proporty ill COllnty S
\'alul.' of n.'all"lall' in Pcnn\ylvania $
,ilualcd ii' l"u11\1\\"': ____~_
_!L'e.'/'JE__
\I IILRLFORE. POliliollorbl ro'po~ll"ully r04"o'I{') Iho probaro of Ihe lasl "ill and codicil!s)
prc:",cllh:d hcn..'wilh and the grant of Icltcr\____ _-=-[..... ".1'bi~\.\a , \....tl~.,,\..:rc=
, 1l\.'\I;lIllCI\I"I~: "lIlllln"lr .llltll1 ~'.I.~.: alllllini\lralinn L1.h.n,C,I.a.)
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OATH OF PEI~SONAL REPHESENTATIVE
('0:\1 i\lO:'\W EA I.TII OF I)E~NS\'I.\'ANIA I ..
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rhl.' pl.'lilllllll.'r,~) nhml'~l1aml":.i ~\'.l'i1r(\) or ..ffirm(\) Ihm the \talel1ll:l1l\ in Ihe foregoing petition arc
Inn.' "ud nJln:d l~llhl' hl.'~llJf thl.' kIHl\\lcdgc and belicf of pctitinner(\) and that a~ pcr!olonal rcprcscn..
tati\l'bl ,,1 Ih,,' :Ihmc dl.'\.'cdclit pctitiollcr(lr.) will \\dl and trllly mhnini\tl'r the C\t:.IIC according to law.
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S\\tlTlt h' nr al'finlll'd and \uh'l.'tihl'd
hcltH\.' llh..' 1111" v:':' ~_ .. _ dOl' 01 I
o ~-.--,:~ --, -/(.
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Nil. _.21-1)6-1171
ESIUICIII'~(\{IGL\ l (,\\,::.<,
. Dcccuscd
DEClmE OF 1)IWnATE ANI> GHANT OF I.ETTEHS
AND NOW l,<' 'f" Il)..'\~ ,__.2g-~-, 1~,',Ll.._, ill Cllllsidcrlllioll of Ihc pctillon Oil
the r~vcrsc side hcrc..'ol', 'iathfal.:lllry proof having heen prc~l'lItcd hefore l11e,
IT IS DECREED Ihal thc illstrllmclllIs) dalcdm__^,-~:-\,_L~._l c) '\ "\
dcscrihcd Ihcreio hc admittcd 10 prohalc alld tilcd or .word as I\'C laS! will or
m l f!. i/I I)) f} C 1.11-:...F f2____.__.
alld Lcttcrs \ .' '). '(" "" '>-. ,-\ ,"- r '.\----
arc hcrcby gralllcd III -")1' ~\."": '>. \:z c' c: ~(., "
" /.,~'
l',.. I; . /1, t'i -' '\\
I) ,I. "J ( , /~j.!"4~~t.,--, ,.../, d ' ," ~'(f-'i.-fy
Rl'VI\ler ut \\'ill~
FEES
Probalc, Lcltcrs, Etc, ......... S.!lD..,OO__
Short CcrtificatcslS) .,..,.,..' S--'2~".
XK~lWlKlI~X...., ,....'"" L_6.00__~
~CL_ S 5.00
TOTAL _ S 66. 0lL...
Filcdcr~... .~~,. ,1,~~6........,.,.."..,.
('-'c.> K~>l~ r:...1~0.~ 1.LL
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CALLED ATTORNEY OCTOBER 30, 1996
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Inventory of the real and personal estate of
Nlrlllm E. Ollkes
deceased
1. Neilan 811nk, checking lIccount 0885000-7314 30,249. 17
2. Person1l1 property 2,135. 00
3. Trllve1ers Check 20. 00
4. Engllgement Ring 1,100. 00
5. Wedding Rink 30. 00
6. 1/2 checking lIccount, NeIlan 811nk 1,315. 34
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Tot1l1
34,849. 51
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
James R, Oakes
._--_.._~--------_. --- -_.---
.-.-- ---- --~. --. '-'--"'.--"-- -_._----.-. -- --....
being duly sworn ______ dCcording to law, deposes and says that he _______l~,,_the J':x.ec.lltor.
___________h__ __..____ of the Estate of .James H, Oakes _____
late of - -- Carlisle -----____ ___ _, Cumberland County, Pa., deceased and th.t tho
'th" 't d b James H Oakes th 'd Fxeclltor
WI In II an I"von ory ma 0 y _'_'~_'__h'_'____ -__.._______ __ _ u_ ~_. __I 0 sal ..
of tho entire estate of said decedent, consisting of all the personal proporty and real estate, except real OItate outside
the Commonwealth of Pennsylvania, and that the figures opposito each item of the Inventory represent it's fair value
as of the date of do cedent's death.
Sworn to
November 26
<Ju...t;...A ')1 \.
19
96
----t- ,{]yJ?, [JalY--c-
Executor .. Acfminht,,'or
James R. Oakes
119 F St.
_ .--.- -.------
Carlisle. PA l7ll3
and subscribed before me,
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Date of Death
Addr".
October
1996
Day
Month
VUt
INSTRUCTIONS
I. An inventory must bo filed within three months after appointment of personal representative.
2, A supplement inventory must be filed within thirty days of discovery of additional assets.
3, Additional shoets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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CERTIFICATION OF NOTJC~; UNDfo:!l HlJl.E,5.6(al.
Name of Decedent: I.) \ r \{i l,L\ L [', (l k e ~
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Date of Death: ( )( T n' I 'j'J (.
,
Will No. Admin. No, 21 -<i (.. -o,nl
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
1\ ' 4; - 'I \..
Name
Address
t--(,L,'-r i~, L -, - J l.--C---k'-"-:l
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except -)1.-'-v~
Date: 1Lu]; 'i, /1?G
~ F. ~~~
Signature
Name
:;\
OOUCLAS. oeUGLAS & DOUGLAS
Address P,O, BOX 261
--eARttSLE. PA . 7013
Telephone(7r7) 'C'. '> 11'1 ()
Capacity:
Personal Representative
\./"'" Counsel for personal
representative
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
IN RE: ESTATE OF MIRIAM E. OAKES. DECEASED
NO. 21-96-0H71
TO:
JAMES R. OAKES
119 F. St.
Carlislc, PA 17013
PI case take noticc of the death of deccdent and the grant of Ictters to the
personal representative named below. You may have a beneficial interest in
the estate under the Last Will and Tcstamcnt of Miriam E. Oakcs.
See attached copy of Will
Name of decedent: Miriam E. Oakes
Last known address of deccdent: 119 F St., Carlisle, Pa.l7013
Date of Death: October 18, 1996
Place of Dcath: Carlisle, Pa.
County of Grant of Original Letters Cumberland
Decedent died Testate, and a copy of the Will is attached hereto
Name, address and phone number of all personal representatives:
James R. Oakes
119 F St.
Carlisle, Pa. 17013
717-243-6119
Name, address and phone number of counsel:
George F. Douglas, III, Esquire
27 W. High St.
Carlisle, Pa. 17013
Phone: 717-243-1790
Additional information may be obtained from the undersigned:
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DOl' las, Douglas(& Douglfls
By , r." r G\'. \. ... [.L
Gedrge F. ouglas, III, Esquire
27 W. High St.
Carlisle, Pa. 17m3
717-243-1790
Dated: November 4. 1996
21. If line 1 B is grealer Ihon line 19, enler Iho differenco on line 21. This is tho TAX DUE.
A. Enler the interest on the balance due on Line 21A.
8. Enler the 10101 of line 21 and 21A on line 218. Thi, is the BALANCE DUE.
Mah Check Payabl. 10: Rlgl.t., of WI11., Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penollios of perjury, I declare that 1 hove uomined Ihi, roturn, including accompanying uhedule, cnd ,Ialemenh, cnd 10 the bel' 01 my knowledge and belieF,
it is Irul!, cottocl and complete. I declare thai 011 real estate has been reported 01 !rue mar~ot volue Declaration of pre parer Olhor than the penanal feptlnenlOlivl! is
bosed on all information of which preparer hot any kn~wle~l1~.~_____.....____. ______.____.__~_~_________.~__,,_________.._
!IIG TUllf Of PfR!lON IIUPO~~Y fOil filiNG liE JUliN AODllf!l!.,. 1',_ II ,'_ -... ,---' - _, OAT(
(j.~rt.Jt~'-_u ~_"-n_~'{__I.:_n~:>'!~,_':~'~L:?:\~,:,()J'ill7tIO_,f~({ _~/25-'96
!.1C;Il lUll! Of PIIlPAIIIII OT~(II THAN RlPRUfNrAtlvf AODII(!.!. OAT(
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COMMQHW1AltIt Of fUlN!,H\lAHIA
OE PAllrM[NI Of 1l[\lWU[
0[P17110WI
tiARIlI!lIlUIlG, PA 111780001
O(UDH~l) NAMI lLA~T. '11l!lT. MlD MIDDI! IlllllAq
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILi:D IN DUPLICATE
WITH REGISTER OF WILLS)
~
'fOR DA1lS Of DIATH AnlR 12/31/91 CHICK HIRE
i If A SPOUSAL
I' POVlRTY CREDIT 15 ClAIMID [ I
flU NUMBIR
I 21Yh-OH71
lCOUnTY COOl YEAR
tHCltll'" !.(U""'~1111 AOI)WI~~
"UMBER
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~O(tAL ~(CUIlITY ttUMB!1l IOAT( at OIA11j IOA1I 01 ~lllltl
_LZ!t,,211:-Q9f;L6_____ 10/1H'-~h, J>/12/1915
".::~~:=~ =:' ...., ,"" ":' .~." ~"" ~ "" ["X'A' "::"~"U"'"
Lx] 1. O,iginol Relu," :: 2 Supplomonlol Rel"n
o 4. limiled E,tale
06
II Y F, St.
Carlisle, I'll
C"~~t[ Cumherland
A-~Olltt' life! i'fltl (!.It 1.lj~,_lIuciIOlj~I-.~-
_____ _,______ __._.____.._____.M....______
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Remainder Return
(for dnle' al dealh prior to 12.13.821
Fedorol htale Tax Return Required
r ] 5.
] 40. Fuluro Intere,I Compromise
(lor dote' 0' deolh oltor 12.12.82)
Decedenl Died Te'lole LJ 7. Decedenl Maintained 0 living Trusl
(Allac:h copy of Willi IAlloch c:opy 01 Tru,11
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
L 8 T otol Number al Sale Depa,il 8011.1"
NAMt
George F. DouglilH, 11 ~!~ E~~I~~.rc __
1[ttp~o~a NUM!H II
COMPltll MAIIHlC) "DO;t!l~
27 W. 1I1gh St.
Carl Isle, 1''\ 17013
_JU-L----24J ~.lJ.90
____==_, __:.:;_~.:h_
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L Real ellOIO (Schedulo AI ( 1 I
2, SlaCks and Bond. (Schedule BI 12)
3. Clo,ely Held Slack/Parlnenhip Inlere,1 (Sc:hedule c) I 3 )
4. Marlgage' and Nole' Receivable (Schedule D) ( 4 )
5. Ca,h, Bank Depo,ih & Mi"ellaneou, Penonol Properly (5 I
(Schedule E)
6. Joinlly Owned Property (Schedule F) { 6 }
7, T,on.le" ISchedulo GI (Schedulo II 171
8. Tatal Gro" A"eh (total line, 1.7)
9. Funeral Expen,e,. Admini,tralive Co,U. Mi\Celloneou, I Q)
Expen,e, (Schedule H)
10. Debl'. Mortgage liabililie" lien, (Schedule II (10)
11. Tolal Deduclian' (Iatalline, Q & 10)
12. Net Value of E,tate (line 8 minu, line 11)
13. Charitable and Governmenlal Boque,', (Schedule JI
14. Net Value Subject 10 Tax (line 12 millu' line 131
15. Spau,al Tran,fen (for date, 0' death aller 6.30.Q41
See In,lructions far Applicable Percentoge on Revene
Side. (Include value, From Schedule K or Schedule M)
16. Amount of line 14 taxable al 6% rale
{Include value, from Schedule K or Schedule M.}
17. Amount 01 line 14 taxable at 15% rate
(Include value, 'rom Schedule K or Schedule M.)
18. Principal lax due (Add tax from line, 15, 16 and 17.1
19. CrediU Spau,ol Poverly Crodit Prior Paymon"
7,4._Q(j
33,534.17
nnn.1,315.34
(8 I n),4~ 8_4,9_..?,L__
)0,429.79
111) ,_n,10 .429 ,.19
1121_1~,~!:IJ:!~__
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1141.u,-2!tc,!t:l9",n
115}
x,
=
24,419.72
)( .06 =
1,468.00
1161
1171
x .15 =
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1201
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20. If line lQ is grealer Ihan line 18, enler the difference on line 20. Thi, i, the OVERPAYMENT.
aD
Chock hero if you are requesling 0 r.fund of your overpayment.
1,394.00
121)
(21AI
{21B)
1,394.00_ __ m'nn
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(OMMOUWI..,tHOf "Wi"'VAW"
It/HIIU.NCI ,., _nU'N
InIDINIDICIOU"
SCHEDULE F
JOINTLY.OWNED PROPERTY
---- ___.__u_..____ ---- ------ -.-- --------_-_1 F_'ILE-N2U19'~~:RO" B" 7L"_-
Mfyofnm V nnkllJ,L _w__.__.____ __ u.
Jolnllononll.l.
ESTATE OF
NAME
--'!.ELATlONSHIP TO DECED!.N..!..-_
ADDRESS
A,
James R. Oakes
119 F. St.,CnrL1sle, I'A
Hon
B.
C.
\.
Jolnll.,...owned prope,'",:
.---.--
ITEM LEnER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE' JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 5/22/73 Checking Account,Hellon Bank $2,630.67 50 $1,315.34
TOTAL (Also enter on line 6, Recapitulalian) S 1.315.34
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(II more spoce ;s needed inse,' oddilional sheets 0' same sjze}
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ESTATE OF
Hirlum E. (Jukes
',vlm... 11I'j
ITEM
NUMBER
.t.~)~
COMMOf04WIAtttt or "NNSYlYANIA
INHUIIANC'lAl lllUIN
"SIOIN' OICIO!~J
j SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
_ MISCELLANEOUS EXPENSES
Ploale PrInt or Tvpe
L'lE-NUMBER- -
2196-0871
DESCRIPTION
AMOUNT
A. Funeral Expenloll
1.
Ewing llrothers
4,677.40
B. Admlnlllratlvo Caltl!
4.
C.
1.
2.
3.
4.
5.
6.
7.
a.
9.
10.
1.
Personal Reprosontativo Commissions
Social Security Numbor of Penonol Representative:
Year Commissions paid
None
2.
Attorney Fees
Douglas, Douglas & Douglas
Fumily ExulI1plion
James R. Oakes
Claimant
Relationship
son
J.
1,700.00
Address of Claimant at decedent's death
Street Address 119 F St. ,Carlisle, PA 17013
City
Stato
Zip Code
3,500.00
Probate Foes
66.00
Mlscollanoous Exponsos:
United of PA
37.62
Boro of Carlisle
28.09
PP&L
72.55
TV Cable
26.13
Rowes Antiques, appraisal
85.00
Evening Sentinel
90.00
Cumberland Law Journal
50.00
Register of Wills, filing inventory/appraisement
Hountz Jewelers, appraisal
Re ister of Wills, filin family agreement
TOTAL (Also ontor an line 9, Rocapitulation)
(If moro Ipaco II noeded, Insert addltionallhoots of samo slso.)
25.00
60.00
12.00
510,429.79
!} / j( C
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAKES
INltIAII"NC[ lAX DIVISION
DlP'. 180601
IIANRISlUAG. Pi IIUI-0601
NOTICE OF INHERITANCE TAK
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAK
GEORGE F DDUGLAS
27 W HIGH ST
CARLISLE
II I ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
(. -
02-25-97
OAKES
10-18-96
21 96-0871
CUMBERLAND
101
Anou"t Renltt.d
*
1I'.I"''''''III-t61
MIRIAM
E
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 ......
iiE"v:is4'j-Ex-jiFP-nZ:9&TNci'ficnip-YriiiEiiii'ANCE-YAx-iippiiiiiSEHENT-,--'U.i.-oiiANCE-O-Ii-----------mm
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OAKES MIRIAM E FILE NO. 21 96-0871 ACN 101 DATE 02-25-97
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Sch.dul. AI (11
2. Stock. and Bondi (Schedule 8) (2)
3. Clos.ly Held stock/Partnership Int.r..t (Schedul. CJ (3)
4. "arta.g.'/Not.. Receivabl. (Schedule OJ (4)
5. Cash/Bank Deposita/Hi,c. Parlonal Property (Schedule El IS)
6. Jointly awn.d Prop.rty (Sch.dul. FI (61
7. Transfara (Schedule G) (7)
8. Totel A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expans../AdM. Coats/Hi.c. Expans.. (Schedule HI (9)
10. Debt./Hortg.ga liabiliti.s/Llans (Schedule II (10)
11. Tot.l Daduction.
12. Nat Value of Tax Return
13. Charitable/GovernMental 8eque.ts (Schedule J)
14. Net Value of Est.te Subject to Tax
I CHANGED
.00
.00
.00
.00
33 , 534 .17
1.315.34
.00
lBI
10.429.79
.00
(11)
Cl21
(131
Cl4)
NOTE: To insure proper
credit to your account,
subMit tha upper portion
of thia forD with your
tax pay.ant.
34,849.51
lO.4?9 79
24,419.72
.00
24.419.72
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 .t Spousal rata lIS)
16. AMount of Line 14 taxable at Lineal/Cla.. A rata (16)
17. Anount of Line 14 taxable at Collateral/CI... 8 rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYNENT
DATE
11-26-96
RECEIPT
NUl1BER
AA146986
DISCOUNT (+1
INTEREST (-)
73.26
.00 X .00=
24.419.72 X.06=
.00 X .15=
ClBI
A!10UNT PAlO
1.394.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
1.465.19
.00
1.465.19
1.467.26
2.07CR
.00
2.07CR
. IF PAlO AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN fl, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS.)
()()
c ;:- IC~ ~-1~
. ""
j-:-l
LlJ
"I
VI
~;....:
Ul
. . ~- (.j
R[SEAVATIONI
[It,t.. of dleadent, dying on or ~for. D'c'~r 12, 1982 .. ., any future lnt.r..t In thl I.tat. I, transfarrad
In potl"IJon or enJoy..nt to ct... a (collat.ral) blne,lclar... of the decadent a't.r thl Ixplratlon of any I.tat, for
11'. or for y..r., the Co..onw..lth hareby Ixpre.sly ra..rv.. thl right to appral,. and ....., tran".r Inheritance ,....
at the lawful Cl... . (collat.ra!) rat. on any such lutur. Int.r..t.
PUIlPOSE Of
HaUCEr
To fulfill th. requlr..ent. of Slctlon 2140 of the InherItance and [It.t. T.. Act, Act 22 of 1991. 12 P.S.
Section ZUD.
PAVttEHTJ
Detlch the top portion of thl, Notlel and subalt with your ply.ent to thl AI;.,t,,. of WIlt. printed on the rav.r.. sIde.
..H.... ch~k 0,. lKHMy order payable tor REGISTER OF HILLS, AGENT
All ply.ent. rec.lv.d sh.ll flr.t b. .pplled to any Int.r..t which ..y b. due with any r...lnder applied to the tax.
REfUND CCR)r
A r.fund of a tax cr'dlt, which wa. not reque.t.d on the Ta. R.turn, aey b. r.qu..t.d by coepl.tlng an -Appllc.tlon
for A.fund of Penn'Ylvanla Inherltenc. and E.tat. Tax- (REV-131]). Application. .r. avallabl. .t the Offlc.
of the R.gl.t.r of Will., any of the 23 R.v~ DI.trlct Offlc.., or by calling the .peclal 2'-hour
an.werlng ..rvlc. nuaber. for for.. orderlngr In P.nn'Ylvanla 1-800-362-2050, out.ld. Penn'Ylvanla and
within local Harrl.burg are. (717) 787-8094, TOOl (717) 77Z-2ZSZ (Hearing lepalr.d Only).
OIJECTlOHSr
Any p.rty In Inter..t not .atl.fled with the appr.I...ent, allowanc. or dl.allowanc. of deduction., or .......-nt
of tax (InclUding dl.count or Int.r..t) .. 5hown on thl. Notlc. eu.t obJ.ct within .I.ty (60) day. of r.c.lpt of
thl. Notlc. by:
ADHIN
ISTRATlYE
CORRECT IONS I
--written prot..t to the PA Depart.ent of Rnenu., Board of '-PPtIah, Dept. 281021, Harrisburg, PA 171Z8-1021, OR
--.I.ctlon ta have the aatt.r det.r.lned at audit of the account af the per.onal rapr..ent.tlve, OR
uappeal to the Orphan.' Court.
Factual .rror. dl.cov.r'd on thl. .......ent .hould b. addr...ed In writing to: PA Dapart.ent of Aevenue,
Bur.au of Individual Ta..., ATTNr Past A.......nt Ravlaw unit, Dapt. 2a0601, Harrl.burg, PA 17128-0601
Phone (717) 781-6505. Saa pltg. 5 of the bookl.t -Instruction. for Inherltenca Ta. Raturn for a Rnldent
Decadent- (REV-1501) for an a.planatlon of a~lnl.tratl~aly corractabla arror..
DISCCUfTr
If any tax due I. paid within thr.. (]) calandar aonth. aftar the dac.dant'. daath, a flva percent (5%) dl.count of
the tax p.ld I. allONed.
PENALTY:
The 15% tax 8anI.ty non-participation p.nalty I. coaputad on the tot.l of the tax and Int.ra.t ......ed, and not
paid bafor. January la, 1996, tha flr.t day aftar the and of the ta. eana.ty parlod. this non-plrtlclpatlon
PMalty Is eppaalabl. In the .... .annar and In the the .... tla. parlod .. you NOUld appaal the t.. and Int.rnt
that has baan ......ed .. Indicated on this notice.
INTEREST:
Int.r..t I. charged beginning with first day of delinquency, or nine (9) ~th. and one (1) day fr~ thl d.t. of
da.th, to the data of p.yaent. T.... which bee... delinquent before January 1, 198Z ba.r Int.r..t .t the rat. of
.1. (6%) parcent per ennu. c.lculatad at a dally rata of .000164. All ta... which bee... dallnquent on and aftar
Janu.ry 1, 198Z will b.ar Intar..t at a tata which will vary fro. calendar yaar to calender yaar with that rat.
announced by the PA Departaent of Ravenue. The applicable Inteta.t rate. for 198Z through 1997 ar.:
'!!!! Intarnt Rat. Dally Int.rnt Factor !!.!r Intarnt Rata Dally Intarnt Factor
1982 20X .000548 1987 'X .000247
1983 lOX .0004]8 19a8-1991 IU .000301
1984 U:C .000301 '992 'X .000l47
1985 13X .000356 199]-1 ". 7X .00019Z
1986 10% .000274 1995-1997 'X .000l41
--Intlr.st Is calculated .. follONIt
INTEREST = BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. tnued after the tax bac:~n delinquent will nf1~t an Intarnt calculation to flft.... CIS) dIIn
bayond the data of the .......ant. If pa,..ant 11 .acta aftar thl Intlrnt coaputaUon data .hown on the
Notlu, additional Intet'lt eu.t be c.lculatad.