HomeMy WebLinkAbout96-00896
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(QMMO"WlAtl" 01 "....,,,,,..,. (TO BE FILED IN DUPLICATE -. a,
ot'UIM(NI Of Il(VWU( e><; J ... --f b
".u"~J:b,~~o,r!l,, 0601 WITH REGISTER OF WILLS) coutm CODE YEAR
O(~IN \ UMIIIA\IIII\1 .uj[J~lUlI't'III""1 lJl(~"II\tU""II'\"'UUU~\..
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00. I. Originol R,lvrn f] 2 Supplemenlal Relurn [J J, Remainder Rolurn
- {for dale' 01 death prio, 10 12.13.821
o 4. limillld hlole fJ.to future Inlo,.n, Compromi'll D 5 Fed.fol Ellalt! To... Aelurn Required
liar dOllll of deoth alt'H 12.12.821
l)a 6. Oeeedent Died T.,to'. 0 7. Decedenl Mainlained a living TIUil !2.. 8. Tolol Number 01 Sole Depoiil Bo...."
(AUoch copy of Willi IAllach copy of Truill
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
HArE.--r- (OMPIt If MAltltHi ADDIlU~
..l"....,.<:. E, f dJ ~ 'i 2 3. lJIl.U ,,, or 'b<:. ",'-/
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1, Real Ella" (S,h.dule Al
2. Stoc~. and Bondi (Schedule BI
3. Clo"ly Held Stoc~/Pctrtne,.hip Inler'II (Schedule C)
4, Mortgages and Naill Receivable (Schedule 0)
5, COlh, Ban~ O,poliu & MiscelloneouI Pe,.anol Properly
(Schedule EI
6. Joinlly Owned Property ISchedule F)
7, Tran"".(Schedule Gl(Schedule E)
8. Tolol Gran An'li 110101 lines 1.7)
9. Funeral Ellp.ni", Adminiilrolive COi", MiscelloneouI
bpeni" ISchedule HI
10. Deb". Mortgago liabililies, liens 15chedule I)
11. T 0101 D.ductianl (10101 lines 9 & 10)
12. Nel Value of EUale lLine 8 minus line 111
13. Choriloble and Governmenlol aequeils ISchedule JI
U. Nel Value Subject to Tall (line 12 minUI line 13)
15. SpouI:J1 Tronile,. Ifor dOlll of dealh after 6.30.941
See lnilructians for Applicable Percenlage on Reve,.e
Side. (Include valuel from Schedule K or Schedule M.I
16. Amount of line 14 tall able 01 6% role
(Include value I from Schedule K or Schedule M.)
17. Amount a. line 14 tall able 01 15% late
(Include values from Schedule K or Schedule M.)
18. Principal 1011 due (Add tall from Lin.. 15, 16 and 17.)
19, Credill Spouiol Poverty Credil Prior Poymenll
+
(1)
(2) ( ,
(3) (,
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(5) I
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(101-11:.3 ~' 3$ ~, (j 7
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'01 DAlIS 0' DIATH Anll12131 /91 CHICK Hili
" A SPOUSAL
POVIITT CIIDIT !!..CL"I~IDJl,___._
. -.-.-.-.... ----
fill HUMIII
~Io
NUMBER
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20. If line 19 il greoler Ihan line 18, enler Ih. difference on line 20. Tttii il Ih. OVERPAYMENT.
IJLl
(191
(201
21. If line 18 il greoler than line 19, enler Ihe differenct! on line 21. Thii il Ihe TAX DUE.
A. Enler Ih. inler"t on the balance due on line 21 A.
B. Enler the tolol 01 line 21 and 21A on line 218. Thii ii the BALANCE DUE.
Mak. Check Payable to: R.gllt.r of Will.. Agen'
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under pen alii.. of perjury, I declare IhOl1 hOllo ....amined Ihii relurn, including occompanying schedultll and Ilalemenll, and 10 Ihe beil of my ~t'lOwltld9" and belief,
it is ltue. corre I and comple'e. I declorelhol all real Ollole hOi been reporled ollrue mor~el 'Iolue DeclaraTion of preparer olher Ihon the personal repr"en10live ii
baild on all i ormalion 01 which prepare '01 any Lnowledge. ~
~IGNA'URfOf ."~m~llf~POt4~1'1('Oftl 1l(IURr4 ADO~I~~J .......)lJ L \" ~. OA~[---
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(PUIIl Ohilll '~All illfl!~(PjTA'I"1 "OCIl[~~ / _ o.
7~\~;
Check her. if you ore requosting 0 refund of your overpayment.
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COM~~~I":'tr~lJ~I~~~( ~I~!.n VANIA
_nIDIN' DICIDIN~'N
ESTATE OF '
--J!?ii? "70-11 ('
THISS~HEll,llL~!-IUST ,BE ,COMPLETED,~ND FILED IF THE ANSWER TO - "", " , --, ..--.-,
ITEM ' , ,ANYOFTHEQUESTIONSONTHERE ' "'...- --'',---.-..
NUMBER I I d DESCRIPTION Of PROPERTY , '... VERSES IDE OF THE COVER SHEET ISYES
"CU .nam.o"h",on,',,,, Ih , . DEe .-.----..- .
I -?7 ,- '''m '..'.'J '._O'''''''',p.o docod"., do'. or I.o"r.. EXClUSION TOTAL VALUE, % D DOllAR VALUE----
I rielI' G d 'm - m ' . -- OF ASSET I OF DECEDENT'S
, ;.: ,; '!t~3 ~3 r; ~~}9 ~ n:,~ I li5~33,<"1 /~';i~-;'::~;~:< ~
'((?1l1~'Sf~fl(l_\:00 5.".-,oI,P{. 910.,>,( I i I
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t~LL C,-J Brl,tlK ';jAvIJIIO f1c'c'7 I
$ 00?-50.'- tj"l- g ,qi I
1/<1I1'>htl/l {/ '70 5;r::;:;~~ f- I
511/.)1-1 >-~ JI1,.I.f''J 12 b' c
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SCHEDULE G
TRANSFERS
PLEASE PRINr OR rYPE
FILE NUMBER
1j,1/,P,J1 )0'/0 $/,3</3, bu
I
1
I
1$/D7't7. '],/ ,f.) % :I :{';;3'1. b 2.
I
I
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I
I
I I
.---------__L_._J I
-.----.- L-
'__ TOTAL (AI,o ."., onlin 7 R ' I ' ___I 7~ D/3 'J,
(II mote spoce IS nuded. ;ns.,' odd'- I L ~-- '. e,opllu 01101'1) . S {,D. '.l
1101'10 111..11 01 some SIte.} , V
.~/1)
ITEM
NUMBER
A.
lI...ltll...,'.1I1
1.
.2.
.3
B.
1.
2.
3.
I
,,~:I~'~...
-5t}bP
COMMONWfAUtt Of rfNNSYlVANIA
INHUIfANCf tAl UtulN
_!SIOIN' OfCfDfHf
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~t<d
c
DESCRIPTION
Fun.ral Exp.n...:
CR~ f'~'1ID"'" 5r,c ,,{7 -; b F '?t'I"r'~I/~I!'-//II'
1/,... ~ 1I-I(LO)"i;1.?. . /(.,t-~ ~ stc '.1 J'Ll//A. 5PM/(1'A......L ''1
J cl..,rt("
tJ.,1f/'S A.,>o(. 5,1<11,(",- JP/II,I/rr~;ILI r~l<f(l(1 v<~e.'7io"';f-r-<fL
"><~~ VJf.' ~
Admlnl.tratlv. co.t.:
Personal Representative Commissions
Social Security Number 01 Personal Representative:
Year Commissions paid
Atlorney Fees
Family Exemption
Claimant
Address 01 Claimant at decedent's death
Street Address
Relationship
City
4. Probale Fees
C. Mlsc.llaneaus Exp.n....
I 1.
I 2.
I 3.
:1 4.
i
i
5.
,i
6.
"
"
7.
8.
State Zip Code
TOTAL (Also enter an line 9. Recapitulation)
(If mar. spac. Is ne.ded. In..rt additional .he.ts of sam. sl...)
AMOUNT
$'8>D ~
< ,I
$~()U ,-
~...
$;;Ob -
.
..~.
S~3DJ!--
"''''''10''''' '*
C()MMONWI All" Of '1 NN"..,.NIA
I"HlIl1ANCl1". IIIUIN
IUlOINIDlel0lN1
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ESTAT~
oft ":>
OK 4 -I L
0"
Plea.. Print ar .!Yl"
I FILE NUMBER
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
12'3> L0ILL'-L IFf- -p;l,.I,1.JL
tI...L hAP' c> Ln t-~, }'7b 5' S
J-!$fl.-ntft..<. lOA; .-f. "fL.......i 1/lJf'l-r(;I(.~ ~0I17il,Ji
0'; )OI.,"lL"/ II...L! "f-tlf'l'( i -J-lbtf-\...
-
TOTAL (Also enter on line 10, Recapitulation)
(II more space is needed, insert additional sheeh 01 same sizt.)
$
,Dr
IIv.i,u... 1117)
\
C-
SCHEDULE J I
BENEFICIARIE~
FILE NUMBER
.
(OMMOHW.AUH 01 "HHillY"..'A
IHHIIIIAHCI 'AI ..rUIH
IIIIOIH,OICIOIH'
--
ESTATE OF I
Dff'? 1<-I.t-lh.
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
1.
A. Taxabl. Beque.lI:
jJOP.Jt.... SQ..{ WILL
5Lt(l.v /I11t/(- S'7l1h>-t I ~
bRti e ~ I (111 fl. i
SCll--t
-
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AIoo enle' on lin. 13, Recapitulation) S
(If matllpace II needed, Insert addltlonallh.... 01 lame 1111)
Rf.V.t649 F.X' (1m)
'*
SCHEDULE ()
'fRANSn:nS TO SUltVlVING SI'OUSE
roMoOfWt'.ALnlCW f1')MT\.\'NtA
,.PlTAHC'I1UutUII'f
--
.'UrNumbn
~
Dyf.,
PART A:
~wl-Il
Q.
foOler the dnc:ription and nluc of.n inltrClU. hoth I.axable and nOIl.t.oblt. rcprdlcu of hl(J110fl. (nel of dtductioru)
whi,h rau 10 \he dtccdcnl', lurvi,,'ing. lot by ..",n. iolnt.C\'. Of'It1'ltiun ofl&w. or Dlh~ilot.
Descri tion of items
t Aft F~ ,,,"' {1.. ,.,-",
~,.l("'.l/li
j, eJ'Afll"''' (ll'PJI R-\ L .
'I pF<tA IflIt .j,/J?J'/-~3'J-.~u '-
~. JJfCI< I/lIf oJn'iJ~' f~ 2. DO c...
t. F4..,'{ #.t1-<.J 12 }tJ,tLfL,""7rt, r1t,L....()t,~.. '1'11
i ,/1"'L.t.o,lI3l"'I<Ch..,k/l"~ A,..,r Jr~).l. -/Il-7P)
8. tLLlDfo' (3.fNtt 51/11'",0 /vrT -# 00;:15"0" </2 gl '7if
~ 4!:>5 ~rH t- 0 Al t/-orl,.{,
t E':> ') f(.(1 f4..-I L el'--;:t.::>,.IH
Amount
L''I
')00'" ,J
ftfJ'], ;;>......
~').'fo-;" ;2.:>
C.>'ODO, ...
13L/ 3. /.'
5':r'.ll. I ~
aT o}H'IJ' -
71, -;Z',
_~g 37~' 07
1:;230' ,,0
.-
.
"
Part A Total: Enter the amount sho'M\ on the rcc:.pitulation Ihed In the Drc'tlftnl lnronnltlon Sfdlon.
Election To Subject Properly To Tax Under Section 2113(A) As A Taxable Transrer By This DecedenL
If. trUJl Of .imilar amngement m<<lIlh. RqUimnenu orSection 2t Il(A), snd:
L The tnIJ\ Of similar amngement is listed on Schedule 0, snd
b. The value oflhe tNJt or similar arrangement is entered in whole or In part as an asset on S,hedule O.
then the &ranIferor's pcnonal represctUlive may specifically identify \he tnlst (all or. fractional portion or pcrtcnugc) 10 be inl;ludcd in the elettion 10 have
web tNI1. or similar propertYtreattd as a uxablc transfer in this estate. If ItSI than the entire value of the bUst or similar propertY i. included as &
taxable tran&fcron &hedule O. the pcnonal rcprc:scnt.ativc shall be considered to have nude the election only as to a fraction of the uust orsimitar arrangement.
1he numeralOrofthia &action is equal lathe amount oflhc trust or similar amngcmenl intludcd &I a t.axable wet on Schedule O. 1be denominator is rqull
to the total value ofW trust or similar arrangemenL
ELECTION: Do you rltc1 undu SKtIon 2113(A) to Imt ... tauble tnnd,r In thb ntau all Of. por1lon or. lnut orslmUaurnDccmrnt
crultd rOf thc IOle UH oUh1l dnrdrnt', lunivlnc IpoUH durlne the lurvhlnl'POUH" rnllrt Urdlme1
VES D NO D SICn.turr Dale
Note: If the cltrllon .ppUn 10 mort than one trust or ,lmUn .rranccmenl. then.. .tparat, ronn mw' be slcnrd and nlteS.
Part B: Enter the description and \'slue orall interests, both taxable and non.uublc. ftgardlcu oflocation. (net of deductions)
\~ihi,h paulO the decedent', su",;\'ing spou$C for "hich a Section 211) (A) election is being nude.
Descri tion of items Amount
t
partUTotat
.' . . ,-;-.... .;. ,
""."\:~':II:" I'.',\,.'~"": ::' ~'.. .
.\o.".....I,~ ... _'.".l/f "".II'I~t..t..~,I~."'J.."/,' . 'I
".
children, CAMERON C. TOMS AND BARTON P.K. TOMS, but if any of
my children predecease me, then to the lineal descendants of
such child or children who are living at my death, lineal
descendants to take per stirpes and not per capita; in the
event one of my children predeceaoes me and is not survived by
lineal descendants, then the share of any such child or
children shall lapse and shall go to my surviving child or to
the lineal descendants of the other child.
FIFTH.
Wherever in this my LAST WILL AND TESTAMENT it
is provided that any person shall benefit hereunder if such
person shall survive me, such person shall be deemed not to
have survived me if he or she shall die within thirty (39)
days after my death. However, if my husband and I should die
as a result of common disaster it shall be conclusively
presumed that he survived me.
SIXTH.
I nominate, constitute and appoint my husband,
JAMES E. TOMS, as Executor of this Will. In the event he
shall predecease me, or fail to qualify or complete the
administration of my estate, then I appoint my son, BARTON
P.K. TOMS, to serve as Executor of this Will. I request that
the Executor, be permitted to serve without bond and without
furnishing any other security. I further direct that the
Executor be allowed to serve without the intervention of any
court except as required by law.
(Page 2 of 3 Pages)
~\t~~. \;,~?~
eud (' -r~
RUTH C. TOMS
5 EVENTH.
I give my said Executor, absolute discretion
and the fullest authority in all matters including, but not
limited to, complete authority to sell at public or private
sale, for cash or credit, with or without security, mortgage,
lease, and dispose of all property, real, personal or mixed,
at such times and upon such terms and conditions as he shall
determine to be in the best interest of my estate. I direct
that the administration of my estate be as independent of
probate proceeding as the laws in force at my death shall
permi t.
IN WITNESS WHEREOF, I have at New Cumberland Army Depot,
New Cumberland, Pennsylvania, this;~..e. day of f~'i.U 1-
199~, set my hand and seal to this my LAST WILL AND TESTAMENT
consisting of three (3) typewritten pages, this included, the
preceding pages hereby bearing my signature.
~\U. ~~~~~ ~I <'
RUTH C. TOMS
f?'Il1 ~
(SEAL)
Signed, sealed, published and declared by the above-named
Testatrix, RUTH C. TOMS, as her LAST WILL AND TESTAMENT, in
the presence of all of us at one time, and at the same time,
we at her request and in her presence and in the presence of
each other have subscribed hereunto our names as attesting
witnesses, and we do hereby attest to the sound and disposing
mind and memory of said Testatrix at the date hereof, and to
the performance of the aforesaid acts of execution at New
Cumberland Arm Depot, New Cumberland, pennsylvania, this'
,~~day of ,l99~.
reSiding at <(7 ~''-Cy<-u..~'r'/ ,&,1
11",,<...- Cu.J~~ /' ~) 7<-'7";'
/3$'1 ~ ~
~ftUt,/,4; /70/B
~1"> f1,:tdl/wAfjb / residing at
(Page 3 of 3 Pages)
v'
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BUREAU OF INDIVIDUAL TAXES
t..t:AJlAHC[ TAX DIVISIDN
DlPl. 110.01
ttI.RAl5llJ1C. PA I1UI.0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSllENT OF TAX
COMMONWEAL ','H OF PENNSYLVAIIIA
DEPARTM,NT OF REVENUE
JAMES E TOMS
923 WILLCLIFF DR
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17055
02-10-97
TOMS
02-10-96
21 96-0896
CUMBERLAND
101
Anount R..itt.d
*'-'
1".IUIU'" 11'.911
RUTH
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 ~
ifEv:iS4TEX-Aj:ii-n'Z:9&Y-NO~ficniF--fNiiEifiiAiicE-TAinippjjiiisEH€Ni'-,-.Ai.DiwANCE.oli---u.um------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TOMS RUTH FILE NO. 21 96-0896 ACN 101 DATE 02-10-97
TAX RETURN WAS' (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Root E.toto tSchodul. Al III
2. stocks and Bond. (Schedula B) (2)
3. Clos.ly Hald stock/Partnarship Int.r..t (Schedule C) (3)
4. Horta.gas/Nat.. Recaivabla (Schadule DJ (4)
S. Cash/Bank Deposits/Hi.c. Parsonal Property (Schedule EJ (5)
6. Jointly Owned Proparty (Schedul. fJ (6)
7. Transfars (Schadula G) (7'
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans../Ad.. Costs/Hise. Expansa. (Schedule H) (9)
10. DObts/Hortgog. Liobiiiti.s/Li.ns (Schodul. II 1101
11. Total Daductlons
12. Net Value of Tax Return
13. Charitable/Governmental Seque.ts (Schedule J)
14. Net Value of est.te Subject to Tax
CHANGED
.00
.00
.00
.00
2,473.29
,00
79.813.70
(81
1.230,00
38,398.07
(111
1121
1131
1141
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forn with your
tax paynent.
82.286,99
39,6'8 07
42.658.92
.00
42.658.92
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. Anount of line 14 at Spou.a1 rate (15)
16. Anount of line 14 taxable at lin.al/Class A rate (16)
17. Anount of line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT ('1
INTEREST (-I
42.658.00 X ,00=
.00 X .06=
.00 X .15=
UBI
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
,00
.00
,00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
( IF TOTAL DUE IS LESS THAN 'I. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
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RESERVATION:
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E,t.t.. of dlcld,nt, dying on or blfor. Dec,.bet 12, 19., .- I' any lutur. Int.r..t In tn.~..t.t. I, \~.f.tr" "
In po.....lon or .nJoy.~t to el,.. a (call,t.re.' bln.flct.rt.. af thl dlcld.nt .,t.t t~ .wplr.tl~.a' any .,t,t..'or
11'. or for y..r., t~ Co..on...lth ~r.by ..pr..,ly r'l.tv.. thl right to IPptal.1 and ...... tran./.)J Inheritance T....
It thl lawful Cl.., a (collat.ra1' rat. on any such lutur. Int.r..t.
PlRPOSE OF
HOTletr
To fulfIll thl rlqulr...nt. of Slctlon Zl~O of thl Inharltanc. and [,t.t. T.. Act, Act Zl of 1991. 72 P.S.
s.ctlon ZlitD.
PAYHENTJ
Detach thl top portion 0' thl. Notlel and aub.lt with your p.y.~t to thl Rlg)ltar of Will, printed on thl t.v.r.. ,Id..
.-",11.1 check or loner order payabl. tor REGISTER or HILLS, ACENT
All pay..nt. r.c.lvld shall first ba appll.d to any Int.r..t which aay ba dua with any r..alnd.r appll.d to the t._.
R[FUND (CA) r
A r.fund of a ta_ cr.dlt, which wa. not raqu..t.d on the r.k Alturn, .ay b. requa.t.d by co~letlng an wAppllcatlon
for R.fund of P.nn.ylvanla Inh.rltanc. and E.t.t. r..w (REY-I11)). Application. ar. .vallabl. at the Offlc.
of the R.gl.t.r of Will., any of the 23 R.vlnu. DI.trlct Offlc.., or by calling the .p.cl.1 2~-hour
BRsw.rlng ..rvlc. nuab.r. for for.s ord.rlng: In P.nn.ylvanla 1-8DD-36Z-Z0SD, out.ld. Plnn.ylvanla and
within local Harrisburg ar.a (717) 787-8094, TOD' (717) 772-ZZS2 (H.arlng l.p.lrld Only).
OBJECJlONSr
Any p.rty In Int.r..t not .atlsfl.d with the appralsl'.nt, .llowanc. or dl.allowancl of d.ductlons, or a.s..s..nt
of tak (Including dl.count or Int.r..t) a. shown on thl. Hotlc. .u.t obJ.ct within .I_ty (60) day. of r.c.lpt of
thh Notice byr
--wrltt.n prot..t to thl PA Olpart..nt of A.V.nul, Board of App.al., O.pt. Z810ZI, HarriSburg, PA
--.I.ctlon to have tha .att.r d.t.r.lnad .t audit of the account of the p.rsonal r.pr.'lntatlvo,
--appaal to the Orphans' Court.
17128-10ZI,
OR
OR
ADtUN
ISTRAJlVE
CORAECTIONSr
ractu.l error. dlscover.d on this a.,a.'.ant should b. addra,sld In writing tOI PA Depart..nt of Ravanu.,
Bureau of Individual Ta.es, ATrNI Post A.......nt R.vl.w Unit, a.pt. 210601, HarriSburg, PA 17121-0601
Phon. (717) 717-6505. 5.. pag. 5 of tha booklat wlnstructlon. for Inh.rltanc. ra. R.turn for a Residant
D.c.d.ntW (REV-ISOI) for an ..planatlon of ad.lnl.tratlv.ly corr.ctabl. .rrors.
DISCDUHTr
If any ta. due Is paid within thr.. (1) callndar .onth. aft.r the dlc.dent.. d..th, . flv. parc.nt (S~) dl.count of
the ta. paid I. allow.d.
PENALTYr
The ISX t.k .an..ty non-participation p.nalty I. co.putld on the total of tha ta_ and Int.r..t ..s....d, end not
paid bafor. January II, 1996, the flr.t day .ft.r the end of tha t.. .ana.ty p.rlod. Thl. non-participation
p.nalty I. .pp.alabl. In the .... .ann.r and In tha tha .... tl.e p.rlod a. you would appeal the t._ and Int.re.t
that has baan .......d .. Indlcatad on thl. notlca.
INTEREST I
Int.r..t I. ch.rg.d b.glnnlng with flr.t day of dallnqu.ncy. or nlna (9) .onths and on. (1) day fro. the d.t. of
d.ath, to the d.ta of p.y..nt. r.... which b.ca.. dallnquant bafora J.nu.ry 1, 1981 b..r Intara.t at tha rata 0'
slk (6X) parc.nt p.r annua calculat.d at . d.lly rata 0' .000164. All t.... which b.c... dallnqu.nt on and .,t.r
Janu.ry 1, 19a1 will baar Int.r..t at . r.ta which will vary fro. calandar y..r to calandar y..r with that r.t.
announc.d by tha PA aapart..nt of R.vanu.. rha appllc.bl. Int.r..t rata. 'Dr 1982 through 1997 .r.1
'!!!! Int.rnt Rat. D.lly Int.rnt rllctor !!!r Internt Rat. Dally Intlr..t r.ctor
1982 lOX .000548 1987 .~ .0002107
1983 16~ .G00438 19aa-I991 1I:C .G00301
1984 1l~ .G00301 1992 .~ .GOOlIo7
1985 13X .G003S6 1993-1994 1~ .000191
1.46 lOX .000274 1995-1991 .~ .000Z41
uInt.ra.t h calculat.d o. followu
INTEREST = BALANCE OF TAX UNPAIO X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca Is.u.d a'tar the t.. baco.a. d.llnqu.nt will ra'l.ct an Intar..t calculation to 'Ift..n (15) dlYI
beyond the data 0' tha ....I'..nt. I' p.y..nt I. .ade .ftar the Int.r..t cOIPUtatlon data .hown on the
Notice, additional Int.rut lIU.t ba calcul.ted.
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