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PETITION FOI{ "lwnATE :Ind C;RANT OF LETnms
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Socilll .'it'fll';'Y No. "
j' . /)1'11 llH'r1.
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Rl'!,i"er 01 Wilh 101 J'e I
("(lIlIlIY 01 (1 J(l'r..~__:.~~t..__~_ in che
('oml1hHI\\l'allh of Pcnnsyh',mia
The pClllioll or till' mHkl.\i.~IIl'd IC\pcl.:t1ullv Il'pH'\l'nh line
Your pl'litilllll,.'f(\), who j"/.Ilc IX )'l'ar.. of a!'.t: or Ilhlt.'r an tlll'l'\Cl'UI,"I/_ _.._,_.___..-. . named
inlheIOl'. will of Ihe a 11 ll\ I' dell;Jet, dalld / /, ZI ",_, ,_n__...'____,__-' 19~_
and lodllll(,) dOlled.."./vIL....., , _,_, ,,_ " -__- ..----..'-----~..---,
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(,tate rdr\,llll ":1I~1I11l\l;II1,~'. c~ n:nllfl':l;Jli,)1I. 1ll-.llll d C'e.:utur, etc)
Dc..:cndcllt.wOl' domicikd OIl dlalh ill,C"':':!_' {:":"'_~!~~c!._. _0_ _ __ C:\lunty, Pcnn~}'lvania, with
h_L.~__ la,1 famil\' or lrindpa' rc"iJl'Il\:l' at _.~'"-'!._--.-)/~~.J-..").j,!:-ZJ-U-'-~',. .) ':' ')7;:0#
_____,_.!:'l..,Y,I,!''-''(<'n!''-:.'')I ...aL___'.l""),2..u ..(Y/,fJ" t1 ,.., rw,I')
111'.1 "tlCTf, nlllllb\'f Jnd fllUlh:II',I!'I! I
Dc 'endent Ihc" ~ " "',e'", 0' It'' di'd 9//' '> :-' (,
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at.. ,../i'..!Y-'~,,,:!J.'-.,/:r .;,,~'_.'!, "(,?!/)r' t:7, '_." I~L~0..L__ .
Exc~pt a\ fulJo\'"..., Jt:ccllcnl did 1I111 m~Hry. WllS not divorct:d anJ did nOI havt: a child born or adopted
after ~xcl.:ulion of t'l~' willllffcn:d for prohatt:: W:l:, nllt tht: \'ktilllllf a killing and \\'as nc\'cr adjudicated
in~ompctl'nt: ______ ~__ _ _~___________u____ ,_"__.~_ ._.____na____
DCl.;cndcnt at dc.all owned properlY wilh c\til11JI::d value.'! a~ follow\:
(If domi"kd in i'3,) All personal proplllY
(If nOl ~on'kiled in Pa,) Pc, "mal proplllY in "enn'ylvania
(If nol domiciled in "a.) "e"onal propcllY in ('OlllllY
Value of real e'IOIle in ""I1l,ylvania
silualed a, folio"" ___'u___, ,u ,~, _,_~_~,~__ ___'u__ ,~,
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WHEREFORE, pelilloncrbl re'plclflllly rlqUISl(S) Ihe prob.lIC of Ihe lasl will and codidl(s)
prf"'cnteu herewith and the gr;1Il1 of letter\.~~.~!.~I.. t" I' ~(I, 7,'________
llt'\I.1r'llt:l1l:U~; admllll\U:llHlO ':.:.J,; .Idrtl1nl~u;uiOIl d,bn,c.t,a,)
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OATH OF I'EI{SONAL HEPRESE;\;TATI\'E
COMMONWEALTII OF I'E~NS\'I.V:\:'\I:\ I
/ ,J" ,,:;
COUNTY OF ('-/!.lfl/J!!!n"_'__'._~..,
Thl: petillon,~rt\) ,;b~~"c'-nal1l~i! "l\\car(q lH aHirl1lh) th.1t I hI.' 'Italelllenh in lht: fnrcgoing petition arc
true and ..:orn":1 (rJ the b~\1 n: Ih.. ~lh)\\ll'dge anJ belief of pctilitHll'rl\) and Ihat a~ pcr~onal reprc!\cn.
t:uinh) of th~ aOl)\I' lh:l.;I.'dCI~II'....tillnl1erh) will \\1.'11 apd truly aOl11ini"ter the estate according to law.
Sworn t.) or all'amell and ,,:;b"":llhl.'d 1
before me :llh ---.-.../-.1;-;.--_.._....__ da~ nl
._..___, ./:,:,';r;...nC~t. (l)_~~_
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N 21-96-894
0,
Eslule of
r:AHL J,AWrU;N( J; f1FFMf,N
, Deceused
DECREE OF PRonATE AND GRANT OF LETTERS
ANI) NO\\' November II 19 96, '." fl' .
-,-, 1/1 ClIn"uerilllllnll lIe pellllon on
Ihe re"erse side hereof. "lIisfaclUry prollf having heen premlled heflJre lI1e.
IT IS DECREED Ihallhe in'lrUlI1enl(" daled -1"",/ .:2 7 ,...!" 'l :2-
described Iherein be adll1illed III probale and filed of record a, Ihe 1.,,1 wifl of ~;", / ..til.., '-"'tv
f,{./" ;;11,111
and LellersKs,tr;;>"lrll~l' y
are hereby granledIII ~,?/,,,:I t'l,s.))j,r!), 1-7I'H~;""1/
FEES
\.' elf,
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. U - R,~'''.. 1>1 Will. tL. YB\..~
S 40.00
S 15.00
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TOTAL _ S 69,~
Filed ..,.... t'l,C,IY,E;1:l,~J:;R, 13"... ~.~~.6".,
Probale, Lellers, Elc. .,'.,....
Sbon Cenifiealesp ) . , . . . . . , , .
Renuncialion ....."...,..,.,
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,,'nOH.NEY (Sup. 0. 1.1>. No,)
ADDRESS
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This is III .-rnil)' Ih.1I ohi, is .1 I nil' "'1'1' ..llhF r,'mrrtwhlrlrls "" hi, i" tnrl'mn'yl\",mi. Dj';'""IIlI-Vj',tllh"",ls in ;,w,rll..l<C
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WARNING: Ills Illegal to dupllcale this copy by pholoslat or photograph.
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COMMONWEALTH OF PENNSYlVANIA' DEPARTMENT OF HEALTH' vr'ALRECORDS
CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT OF EARL LAWRENCE HOFFMAN
KNOW ALL MEN BY THESE PRESENTS, That I, Earl Lawrence Hoffman,
of the Borough of Mechanicsburg, County of Cumberland and State of
Pennsylvania, do make, publish, and declare this instrument to be
my Last Will and Testament, hereby revoking and making void any and
all former Wills by me at any time heretofore made.
FIRST: I direct the Executrix hereof to pay all my just
debts, funeral expenses and costs of administration as soon as
conveniently may be done after my death. I further direct the
Executrix hereof to pay all inheritance, estate, transfer and
succession taxes which may be levied or assessed upon any
property which is included as part of my gross estate for the
purpose of any such tax.
SECOND: I give, devise and bequeath unto my wife, Janet
Elisabeth Hoffman, the rest, residue and remainder of my estate,
realty and personalty, howsoever designated wheresoever situate
provided that he is living on the thirtieth (30th) day after the
date of my death.
Li- ,I+-
THIRD: In the event that my wife, Janet Elisabeth Hoffman
does not survive me or does not survive by the said period of
thirty days, then in that event, I give, devise and bequeath to:
(1) Tyler McCalips: my 1980 Chrysler Lebaron, my 32
shares of Consolidated Natural Gas, my eagle and
grandfather's clock;
(2) Kimberly McCalips: my 1990 Chrysler New Yorker,
my jewlry, my furniture and 1/2 of my residence
located at 901 Sheffield Avenue, Mechicsburg,
Pennsylvania;
(3) Debbie Priest: my paintings and 1/2 of my residence
located at 901 Sheffield Avenue, Mechanicsburg,
Pennsylvania;
(4) Marion Cherry: 508 Shares of Exxon stock;
(5) Goldie McCalips: 508 shares of Exxon stock;
FOURTH: In the event that my wife, Janet Elisabeth Hoffman
does not survive me or does not survive by the said period of
thirty days, then in that event, I give, devise and bequeath all
the rest, residue and remainder of my estate to Marian Cherry and
Goldie McCalips, share and share alike.
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21-96-894
REGISTER OJ" WILLS OJ" COUNTY
OATH OJ. sUnSCRlUlNG WITNESS
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codicil
(each) a subscribing whness to thc will present cd herewith., (each) being duly qualified according 10
law. depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a willless at the
request of leslal_ in h_ presence and (in'the presence of each other) (in the presence of the
other subscribing witness(es)). /'
, /
Sworn to or affirmed and subscnbed bcfore
me this /daY of (Name)
/19_
// (Address)
/
He/l;ster
(Name)
(Address)
REGISTER OF WILLS 01" COUNTY
OATH OF NON-SUBSClUBING WITNESS
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(each) a sUb,scriber hereto, (each) being duly qualified according to law, depose(s) and say~s)that
(,)/ r' ~/( e familiar with the signature of Ec1r1 /-,'11./1'''''' f' /lvfr"ll~vl
~
will
testat~ of
that /1& t1
presented herewith and
codicil
believes Ihe signature on the will is in the handwriting of
(one of the subscribing witnesses to) Ihe
~_ ,.. Errd }.,?t'/t'f/fP
\0 the best of --U/", r'
Sworn to or affirmed and subscribed before
me this day of
1/ ;'1 19~
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CER'I'IFICATION OF NOTIC~; UNDER 1'.l!1."_5.6(<11. _
Cl
bJ// i lit,/, hllrll/ c, '0
of Decedent: -,
Name N :;11.
9- J.,F- tJ ~ ~. .. v,- 0
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Date of Death: N
will No. If?t - tl~S''lLI '.I\dmin. No.
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-capLioned estate on
/1-1" f(,. :
Name
~11f':I clt'.s;Jbt>!I/ ~f;;l1rh1
Address
9lj, S Q~t:i" lei ;fl'e.,.
ll?frl1r111/($ .61.1:) , f1r11705':.~
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: 1/7/9 7
~~J f /~A.-< --
gnature
Name Ji7I/1' J f. II,,{' ;:;"?d '1
Address 0;01 5Jf"?;;~ /h,~
VI,rfht/u/,> 1w".5. (lrf 171'],-';-
Telephone ( 7/7J It? - f J:'t-/I
Capacity:~ Personal Representative
Counsel (or personal
representative
R[V aDO U40 11,QAI
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20. If line 19 is grealer than line 18, enler the difference an line 20. This is the OVERPAYMENT.
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I. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule BI
3. Closely Held Stock/Partnership Interell (Schedule C)
4. Morlgages and Notes Receivable (Schedule OJ
5. Cosh, Bonk Deposits & Miscellaneous Personal Properly
(Schedule EI
6, Jointly Owned Property (Schedule F)
7, Tran"". (Schedule GllSchedule l)
a. Total Gran Anets (total lines 1.7)
9. Funeral Expenses_ Administrative COSh, Miscellaneous
Ellpenses (Schedule HI
10. DeblS, Mortgage liabilities, liens (Schedule II
11. Total Deductions (total lines 9 & 101
NUMBER
_ 8. Total Number of Sole Deposit BOlleS
170!>-t;'-
( 61
( 71
191
&2, ,?Of[. DO_
n3~ 71'57_, otJ
I B I
'OR DATlS 0' DIAlH AnlR 12/31191 CHICK HIRI
INHERITANCE TAX RETURN ~0~::~TU~:~DllI5CLAIMID I]
RESIDENT DECEDENT fill NUMDIAu-n--
COMMOO,"p'f,','M',',,",Oo',':,":,',,"U',VANlA (TO BE FILED IN DUPLICATE ,.".)/ rlr.', 6'rl'l
HA'~sfJ:U~or!:"OOOl WITH REGISTER OF WILLS) COUNIVCOOE YEAR
O(((OH~'" NAMIII"~T, 'U'!IoT, ArlO ....10011 ItllllAll OICILJIr.'!Io tOMl'lI11 IIIJOMt!l!lo d 1\
... _HQrc.!llP"__'€ fir! /. . 9()/ T' /1~p~ie~,.." Vf5;~~d!;S-
~ '2;,:;ci';J~UM';jOIl8 119~;~"9b l";;~3/Z0 c,""d:;;;:/and n_______
~ 1-;-1-:;;r1,{~i1i\;;;;;% "0;;\'^; ;..t.~';'1 !1.t.~1 1I~1 .t...~.... lId " 'A11 I~OC'III ~((ulIll' IlUMB!M [AMtJUtll MI(llvfO 1~1f 'N~TNUCIIOtj"l
____ ~~'f.;)/a,~LJli~'1.e.!:_,f~ 217-22.~ C66~/ , _ ..~_ __,.____..__
~ j 1. Original Relurn ] 2. Supphtmcntal Relurn COJ 3. Remaind.,r Relurn
~~: .. (for dates of dealh prior 10 12.13.B2)
~g:u D 4. limited Estalo ] 40. Future Intorest Compromise LJ 5. federal Estale To... Rolurn Required
:cg9 - (lor dates of death oller 12.12.82)
ug:m D 6 Decedent Died Teslale ] 7 Decedent Mainloined a living Trust
C - (Alloch copy al Willi (Altach copy 01 Trult)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECUD TO:
NAM( COMPlf1( MMIP4G '>P/J;'ss)d A~f)VC
JDtJ.f>JJ. IIO{.~!.(if!L_m___._'__n___ 9015hel ' ,,. .
l!l(PHON( NUM8U )
( 7/7 l 7b~ '__ 9~11 ~==:==-~c~~_cc= tILeC;JP'!/{G,-'i~1!0c=lil
(II
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12. Nel Value of Eslote (line 8 minus line 11)
13. Charitable and Governmentol Beque," (Schedule J)
14. Net Value Subject 10 Tall (line 12 minus line 13)
15. Spousal Transfers (for dates of death after 6.30.941
See Instructions for Ar,plicoble Percentage on Revene
Side. (Include values rom Schedule K or Schedule M,)
16. Amount of line 14 1011 able 01 6% role
(Include values from Schedule K or Schedule M_)
17. Amount of line 14 tallable 0115% rate
(Include values from Schedule K or Schedule M.)
18. Principal 1011 due (Add 1011 from lines 15. 16 and 17.)
19. Credih Spousal Poverty Credil Prior Paymenh
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__x ,06 =
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IIBI
Oiteount
Interest
+---
1191
(20)
Check here if you ore "questing 0 refund of your overpayment.
121)
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21. If line 18 is greoler than line 19, (lnler Ihe difference on line 21. This is the TAX DUE,
A. Enter Ihe inlerest on the balance due on line 21A.
B. Enter Ihe 10101 of line 21 and 21A on line 21B. This is the BALANCE DUE.
Malcl Check Pavoble to: RegIster of Willi, Agent
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE StDE AND TO RECHECK MATH ~ ~
Under penalties 01 perjury, I declare thaI I haye ellamined Ihis return, including occompanying "hedules and slatemenh, and 10 Ihe best of my knowledge and belief,
I is true, correcl and complete. I declare thai all real eslote has been reported otlrue markel value, Declaration of preparer other than the personal representative is
'Josed on all inlormation of which preparer hOJ any knowledge.
A~;;20lu~';P~,~"L~;~:'R11U'N 7'1' i'J),.~~;!j(bjLr:/)/I'I~11I ;r;)t~LJ.!t /7IJ;:!-1 /? /,/)y~
'''tA'URI 0' '~IPA ~N 7"R1"NIAIt~'. I AOO'~" ) / OA" , J.
J."""v/(I/ r:;;;~j{t L /1 otf/J It.h!,rif/(o/( ;,,1 17("/'L. ~ 7/~
~ j . ,
Act #48 of 1994 provldel for the reduction of the tax rotellmpoled on the net value of transfers to or for
the ule of the Ipoule. The ratel al prelcrlbed by the Itatute will be:
e 3% (,03) will be applicable for eltatel of decedenll dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for eltatel of decedentl dying on or after 1/1/96 and before 1/1/97
e 1 % (.01) will be applicable for eltatel of decodenll dying on or after 1/1/97 and before 1/1/98
e Spoulal transferl occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property tronsFerred, ....,..................................................
b. retoin the right to designote who shall use the property tronsFerred or its income, ...............
c. retain a reversionary interest; or ...................................................................................
d. receive the promise For liFe of either payments, beneFits or cara? .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration? If death occurred after
December )2, 1982, did decedent transfer properly within one year of death without receiving
adequate consideration?. ................. ............ .............................................,............ ..........
3. Did decedent own an 'in trust for' bank account at his or her deathL..,.................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
, I;. ~
'1~'\llU. j'UI
~, .~} ~
n: H1.';:!
COMMONWUl1li 01 P(NN~HVANI'"
INIU 1l11A1~C( lAX RIIU.t~
It(~ID(N' DI((DHH
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER
A. Funeral Expens..,
DESCRIPTION
I ' PloCl',oPrlnl or Typo
,J::U:~~R_ _______
AMOUNT
ESTATE OF
.6;r/ L.
d 'I
~dl'l;'IFII
3J 3 g 2. , ",1
1.
B.
Administrative Costs:
Jf{)
1.
Penonal Representativo Commissions
Social Security Number of Pellonol Represenlalive:
Year Com millions paid
'L I 7 - 1-"Z - t,!J-'; 'I
2. Allorney Fee.
3.
Family Exemption
Claimant
Addrell of Claimant at decedent'. death
Street Add,ell
Relation.hip
City
4. Probate Fee.
C, Mls.ellaneous Expenses:
1. P"S!j/Je.
2.
3,
4.
5.
6.
7.
8.
Stole __ Zip Code
~ 9,""
(.. DO
TOTAlIAI.o enter on line 9, Recapitulation)
(If more spa.e Is noeded, In.ert additional sheets of same slzo.)
S 3 '/.57,04
. ,
Uv l'IJlIt U "1
~j~
CO......OW....UltH at 'rt+t~'''V..!lI"
INHIIIIAHCI 'AI .ItU.N
_' ...~IDI ~"'"~~"t...1 DIN'
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ESTATE OF
E;?// ~.
ITEM
NUMBER
.J I '
/-IP/"IIIIit'I/
AMOUNT OR
SHARE OF ESTATE
- -~ - -------.-------
--,--_._~----_..._--^ .
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
_._-_._._._~-_.._--_._--
1.
A. Talltobl. aequeih:
J~r1t't c:: i/o/Hllall
()o/ S!/t'/'/'I.t>JcI rll/f'Jlve _ - F
7' J fr) /7(')!:';;>
Illpclll!1,'i~ Ol/t'j I
5fOU~e.
/007"
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICtARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequ.its:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13. Recapitulation) S
(If mort Ipac. II n..d.d, inlert addltlonollh.... of lam. 1111)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, .'.1
,,' / ,I / ,/./
BUREAU OF INDIVIDUAL TAKES
INlIMflAHU 'AI DIYISION
DlPI. laUDl
UAllAn.UNo, I'" 11111-0601
NOTICE DF INIIERITANCE TAK
APPRAISENENT, ALLOWANCE DR DISALLDWANCE
DF DEDUCTIDNS AND ASSESSNENT OF TAK
JANET E lloFFMAN
901 SIlEFFIELD AVE
MECIlANICSBURG PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
17055
02-17-97
lloFFMAN
09-25-96
21 96-0894
CUMBERLAND
101
Allount R..Ht.d
,
('
*'
1I'.IU1I1a" 1I'.f"
EARL
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiilj=is'4-j-Ex--AFP--ii'2=96Y"NoTicE"oF-YriHEiliiANcE-TAin-ppiiiiisEifENT-,--'U.i."liwANCE-jiFimmm--------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF lloFFMAN EARL L FILE NO. 21 96-0894 ACN 101 DATE 02-17-97
If an assessment was issued praviously, lines 14, IS and'or 1&, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 et Spou.el rete 115]
16. A.aunt of Line 14 taxable at lin..l/CI... A rat. C16)
17. "aunt of line 14 taxable at Collat.raI/CI... 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
TAK RETURN WAS, I X] ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Reel E.tete ISchedule A] II]
2. Stock. and Bond. tSchedule B] 12]
3. Clo..ly Hald stock/Partnership Intar..t (Schedule C) (3)
4. "artg.g../Hot.. Receivable (Schedule DJ (4)
5. Cash/Bank Deposlta'Hisc. Parlonal Property (Schedul. E) (5)
6. Jointly Owned Property tSchedule F] 16]
7. Tranafara (Schedule G) (7)
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funerel EKpenses/Ad.. Costs/Hisc. EKpens.s (Schedule H) (9)
10, Debt.'Nortgege llebllltle./Lien. ISch.dule II liD]
11, Totel Deduction.
12. Net Value of Tax Return
13. Charitable/Govern.antal Baquast. (Schedule J)
14, Net Velue of E.tete Subject to Te.
NOTE:
PAYNEHT
DATE
RECEIPT
HUNBER
DISCDUNT It]
INTEREST t-]
I ] CIIANGED
.00
.00
.00
.00
.00
.00
87.208.00
IS]
3.457.00
.00
1111
1121
1131
1141
83,751.00 K .00.
.00 K .06.
,00 K .15=
I1S]
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
NOTE: To insure propar
credit to your .ccount,
sub_it the upper portion
of thJ. for. with your
t.x p.y"ent.
87,208.00
3.4~7 nn
83,751.00
.00
83.751.00
will
.00
.00
.00
.00
,DO
,00
,00
,00
IF TOTAL DUE IS lESS TIIAN 'I, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR]. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE DF TillS FORN FOR INSTRUCTIDNS.]
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9'
J)G
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Uu
RESERYATION, Eltat.. of decedent. dying on or before o.c~r 12, 1'82 -- If eny future lntl,...t 1n the .,t,t. J. tren,'.rr.d
In po.....lon or enJoy.."t to Ch.. I Ccolhtn.1J MMf!cS.rl.. 0' thl decedent .'h,. the expiration of eny .,tat. 'or
11'. or for y..,.I, the C~.lth hereby Ixpr..lly r'l.rv.. the right to appral.. end ...... trenlfe,. Inherlt~. 'IX"
at the l.wful C1... . (coll.tl,.al) ret. on any such future lnt.,...t.
NIl'O$[ 01'
NOTltEl To fulfill the requlre.....ta of Section 2140 of the InMrltenc. end Fstat, Tu Act, Act ZZ of 1991. 72 P.S.
Section ZUD.
PA't'l'tEHTt o.ttteh the top portion of this HoUe. Met ,ub81t ..Ith your P'PMt to ttMI Aqhhr of "Ub prInted on the reVlrll aide.
nHake chKk or IIOMY order payabla tal REGISTER OF MILLS, AGENT
All PIYMntl received ah811 first ba epplJlId to eny lnter..t which ..y be due with ...y n..lnd1r epplled to the tax.
RERIm (eAh A r.'~ of . tllC credit, which .... not reque.ted on thll Tax R.turn, A)' b. r~.t~ by co.phUng ., "ApplicaUon
for Rafund of Penn.)'!v8nla Inn.rltenca and E.t.t. T.x" (REV-1313). Appllc.tlon. .r. avallabl. at the Offlc.
of the Rqlstar of WUlI, en)' of thll U R.v..,..,. District Dlllc.., or b)' caUlng the .peel" Z4-hour
8n....rlng ..rvlca ~r. for fora. ord.rlng: In Penn.)'lv8nla 1-800-36Z-Z050, out.lde Penn.ylvenl. and
ylthln loc.1 Harrisburg .ra. (717) 787-8094, TOOl (717) 772-ZZSZ (Hearing 1~.lr~ Only).
OBJECTIONS. Any party In Interut not ..tllfled ylth the appr.II....,t, .llo..anc. or dls.llowanc. of .s.ductlons, or ...........t
of tax (lnc1uellng dllcOll"lt or Intarut) .. shown on thll Notice MI.t object ylthln shety (60) days of rec.lpt of
thll NoUea by.
--..rltten prat..t to the PA Dep.rt...,t of R.v..-, Ba.rd of App...., Dept. Z81021, Harrhburg, PA 1712:8-1021, OR
--.Iectlon to have the ..tt.r dat"'.lnad at audit of ttMl ecc~t of the personal repr..ent.Uva, OR
--appeal to the Orphans' Court.
....IN
ISTRATlYE
CORRECTlONSI
Factual .rrors dl.coverad an thl. .........,t .hould be addra..ed In writing tal PA Dep.rtaent of Rlvanua,
lurlau of Individual Ta~.., ATTN: po.t A......ent Rlvl... unit, Dept. 280601, Harrl.burg, PA 17128-0601
Phone (717) 787-6505. Sa. pq. 5 of the bookl.t "In.tructlon. for Inn.rltanc. Tax R.turn for a R..ldant
Decadent.. (REV-1501) for 8n .xplanatlon of 8dllnl.tretlv.lY correctBble .rror..
DISCOl.IfT.
If 8nY tax due 11 p.ld within three (3) calendar IIOl"Ith. aft.r the decadent'. de.th, a flv. percent (SX) dhcOll"lt of
the tax paid I. allowed.
PENAL TVI
TM 15% tax ..,..ty nan-participation penalty 11 COllpUtad on the total of the tax and Int.r..t ......ed, end not
paid before January 18, 1996, ttMl fir" da)' aft.r the Met of the tax ..,..ty period. this non-pertlclp.tlon
PlMI ty 11 eppa,"abl. In the .... aarwMr end In thli the ... U" par lod as you WOUld app.al the tax 8nd Int.ra.t
that has bawl ......ad .. Incllc.h,d on thll notlca.
INTEREST.
Int.,...t 11 charged bealnnlng with fir.t da)' of delinquency, or nine (9) aonth. and one (1) day frCMI the ct.t. of
death, to the data of paYNnt. 'ax.. which bee.. dallnquent before J8l'lUllry 1, I9IZ be.r Int.r..t at the rata of
Ilx (6X) percent per ."".. calculated .t . ct.lh r.t. of .000164. All t.x.. which MC'" delinquent on and .ft.r
January 1, 1982: ylll be.r Int.r..t .t . r.ta which ..111 v.ry froe cal~ar y.ar to calendar yaar ylth that rat.
8MOI..nCad by the PA Dep.rta."t of Ravenue. The appllcabl. Int.,...t rat.. for 198Z through 1997 are I
!!!! Int.r..t Rate D.lly Intlr..t F.ctor :!!!r Int.r..t R.t. Dally Int.r..t Factor
1982 ZOX .000S48 1987 9% .000247
19as 16~ .oooua 19M-I991 llX .000lD!
19" llX .000301 1902 9X .000247
1985 U~ .000356 1993-19'M n .00019Z
1986 lOX .000274 I99S-1991 9% .000247
--Int.rut I. calcul.ted a. fallow..
INTEREST = BALANCE OF TAX UNPAID X NUIIBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any Notlea I..uad aft.,. the tax MCO." delinquent ",Ill ranact an lntlr..t calcul.tlon to flft.." US) days
beyond the data of the .........,t. If payaent II aedll aft.r the Inter..t COllPUt.Uon ct.ta shown on the
Notlc., additional Int.ra.t .u.t be calcul.ted.