HomeMy WebLinkAbout96-00935
PETITION FOH ItlWnATE IUIlI GI(ANT OF LETTEI(S
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11/"'/..'''''''1111\
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Ill'~i\le' "I \l'i.l" Ip' Ihc ,
COllllt)' 01 ~J ';' ,~;.l, l~!: in Ihe
('Ollllllllll\H'ahh 01 Pl'IIU...yhilllia
Illl' !l"'litiollllllhl' 1I11lkl\i~lIl'd 1l"!l"'l'llul!\' rCIHl""'"'' Ihal:
YUill p"'litiolll'I('), \\ho h/"h,' 1M )",';\" 01 ac"'w olde.1 anllll',l',,,'..:tll~' i (:():~
in tl".. la,1 \\ill of thl' ahoH'dl'l'l'(knl,dall'd 'Jl~l,j:f'_ :ll,'l' ...IJ --~
alld mdkil(\j daled
')i11l1cd
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I't;ll~' Idl'\alll ,,'''(lm\\I,lll~\''. l'.~. 1l'l\lIl1l."I.IIlIIIl, d~"llh Illl'Wdlllll, ell:. 1
Dc..:cmlcl1I \l'a... UOIl1idlcd at lkalh in _n_~.1~:1?_i~~~1__._..__,_~ ___"COU~llY. _~:cnl1~'I\'i1niil, wi!h,
ht~__ la\t lalllilv or prilldpal re,idcllcc al _.-:~.)_-"fl}:' ~:;},-"_-"-~[\fJ u nrclnol'G J ,)j\ 17321;-
r~Oll t!} ~2J c l~i!~.;J Or~_~(); 1n:; bJ l~_.___~___ --~-_.-
lli'l 'tln'I, lIumher "1II111l11ll~'lI';lhl~ I
lle~cnd"lIl, lhell -19---- _ ycat\ pI' age, liied -::_ov"dlcr _l~L_
at ":Ul'unlo, _:":_ (CarllGIC .,o:;,'~GTr-. _ __
Exeepl 'i' fulluM, decedcnt did mllmarry, was nul divorccd alld did nul have a child horn or adoptcd
aflcr cxcclltiun uf thc will offcred for probalc; wa' lUll thc vklim uf a killing and was ncvcr adjlldicmcd
int:nmflctcnl: ___
,19 ')6
Ol.:ccl1llcnt at death owned property with c\til1li1lcU \'ahu:, as follows:
(If domicilcd in I'a.) Allpcf'onal propcrty S
(If not domicilcd in I'a.) I'cf'unal propcrty in I'cnn,ylvania S
(If not domicilcu ill I'a.) I'ef'onalpropcrty in COlll1lY S
Value of real cIo,latc jll'pcl1l1sylvi.lniil ~ S
, d -.)"....0 "'10 Tot nF> (~l'O"'11(< 1 oC"\"(lcl ,t
sllunlc as follo\\": ._"ul '. . '.. " ..'-' -- "" ,1
~~ Cgdi.p~l9__11<2nd-,-..DnJ~1nel':1. :;';'.. '''.~1~h
2),000.00
')0,000.00
WHEREFORE, pelilioncr(,) rcspeclflllly requ~st(sl Ihc prl'hmc of thc last will 'Illd codicil(s)
presented herewith alllllhc grant or letters I~'C[J ..;ni.lclilJUr7l
.h..'lillllL'lIliIlY; aJlllini'lrilliul1 1.:.1.:1,; m.tlllini\uJlion t.I.h.n.c.t.:l.)
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OATH OF PEI(SONAL HEPRESENTATIVE
COMMONWEALTII OF ItENNSYLV ANIA } .,
- ~~
COUNTY OF ,r, :::::L.\U
The pClitinncrb) "hon'.namcd ,\\'\"mb) or affirl11{!tI) thai lhe !tIWtel11Cl1ls in thc fnregoing pelition me
trllC and correcllO Ihc hC\1 of Ihe knowledgc ami hclief of pCliliollcr(s) and that as pcrsl1nal rcprcscn.
tatin:b) of the ahn\'c dl.'('cdl'lIt pClitiol1l.'r(!tI) will well ano truly mlminbter Ihe c,lale ac~ording (0 law.
SI\orn 10 llf affinlll'd and ",ll\crihed I "''j)fil)UD.i:I...--J:__lJ..:..lAD'J..I_ tr.
heforc IllC Ihb '" 14TH, da\ of .;0'
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WARNING: It IllIIegnl to dupllcuto this copy by pholoslnl or photograph.
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3959709
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No
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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., 181 _ 03 _ 9787
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. November 1. 1996
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COMMOUWEALTIt OF P[UUSVlVAUlA
OEPAnTMF.Nf or REVnlU[
BUREAU OF 'NOIVlDUAL TAXES
O[P1260601
HAnRISnUnG, fJA H12a-Oli01
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
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NO'I\A211394
H1y1l6;' [X Itl.961
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
STAUFFER J ROBERT
MARKET SQUARE BUILDING
1()1
""A,Q()~ e:;A
MECHANICSBURG, PA 1705~
rQlOtt[Rr fOlDtl[RE .
ESTATE INFORMATION:
FilE NUMBER
21-1996-0935
NAME OF DECEOENT 'LAST!
SSN 181 O:l-92ID__
IFIRSTI IMII
~RIGHT ERNEST D
OATE OF PAYMENT
6/06/97
POSTMARK DATE
0/00100
COUNTY
CUMBERI AND
DATE OF DEATH
TOTAL AMOUNT PAID
'108,907.58
REMARKS PATRICIA L NELSON
CIO J ROBERT STAUFrER
SEALCHECI<II 527
PD
U (! ,/ '
RECEIVED BY _' ,/l~ /, 'i OA).//,//)//I/
MARY C. LE 5 J. JI j);'Jtv
REGISTER 0- wILLS '.!-rvlJ/iV /' (;
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COMMOIIW(A1111 or rrllU~H"'M-.l'A
mfARIM(NI 0' ,U"'(NU(
orrl 1ll0Wl
t1^AAI!lBURG, rA I1IJB06<!I__u__
O((lOWI'$ "AM( ItASI, fl.!.I. AIHI MIUIJil "lIItAII
I.) / '/ 'J- I :;
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
( .._1
fOR DAIIS Of DIATH AnlR 12/31191 CltlCK HIRI
" A SPOUSAL .
POVIRTY CRIDIT 15 ClAIMID 1.1
flLi NiJMOIR 2l_')()=0ijj;:;------nn_-
COUtUv.C001,l ')')6n.VEAR.OQ.'J J~- ,JUMBER
11ItllJlIUSlOMrlIII AUI,IIU
/1075 CU1'lin 10 Ii oud
Gnl'dnol'n. 1'1\ 1'(32)1,
(",", C\11'lhol'luncl
_ __ t::'~i1'''~~" ',,:.uii"'""-------
113. Remainder Return
(for dales of dealh prior to 12.13.B21
'-J S. federal Ellole Tax ReMn Required
-.10, Tolol Number 01 Safe Deposit BOUl
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" ."'<."" to,,;,;,; ~"'" ,...., IOU' ,.." ..." . """ """"_ rct'~:'.,u,.,,,_::~_.
IXl I. Original Return [:J 1. Supplemenlal Reluln
o .t. limited Eslole '- ] 40. Fulure InllHell Compromile
liar doles of dealh oller 12.12.82)
~ 6. Decedent Died Teslale LI 7. Decedent Mainlained 0 liying Tru,'
(AlIoch copy of Willi (Alloch copy of Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
"AM( I(OMrHIf MAllIUO AooRBs
____.~.... P.obOl't S\;nUrr_~I'!_-,~_~~]I:_____ l;nl'l:o\; "'1L1Ul'O BIde;.
'''''''0141 ..u,,'" nochunicnbul'C; 1'1\ 1'70;;C;
7(,6-9673_ . _c._ _ ~. _.~_.__ . n' .
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1. Real Ella'e (Schedule AI
2. Sloc~s and Bondi ISchedule BI
3. Closely Held Sloc~JPo"nellhip In'eres' (Schedule q
.t. Morlgages and Noles Receivable (Schedule 01
5. Cash, Bank Deposill & Miltellaneoul Pellonol Properly
(Schedule E)
6. Joinlly Owned Properly ISchedule F)
7. T,an"e" (Schedule GI(Schedule t)
B. Total Gran Ane" (10101 lines 1.71
9. Funeral EJlpensel, Adminisllalive Co,IS, MilCellaneou,
hpen"s (Schedule til
10. Debh. Mortgage liabililies, Uens (Schedule II
11. Total Deductions (Iotallines 9 & 101
II)_~__ _ __91-1-J 0(10. OQ
(2) __.___.__.J.?J25_'LJQ
(3 I Q.QQ
(A )_n____ ". ~_m..~O.9Q
(51 ____ ___ u7!l.,'l.?l..95
16) _____________~._Q.Q
(71 ______ __~..90
19)_____...~__32.., 79~~~
(10) _______~1. 9!~
32,021.65
1413 ,!~59 .60
0.00
11~[l, '~59. 60
181
101,201.25
(III
(12)
(131
(lA)
1 11/1\
( 51 _________K._=
(16) ___._._.1.:~Q.J.~;;2-.~0 K ,06 =
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12. Nel Value 01 Eslate (line B minus line 111
13. Charilable and Governmenlal Beques" (Schedule J)
IA. Nel Value Subjetlto Tax (line 12 minus line 13)
15. Spou,al Tranlle" (lor dales of dealh aher 6.30.941
See Inltructions for Ar,plicoble Percentage on Reve"e
Side. (Indude values rom Schedule K or Schedule M.)
16. Amount of Une IA laxable 01 6% role
(Indude values from Schedule K or Schedule M.)
17. Amount of line U laxable 01 15% rnht
(Indude values from Schedule K or Schedule M.I
lB. Principal lax due (Add lox from Unes IS, 16 and 17.)
19. Credih Spoulal Pover1Y Cfl!dil Prior PaymJ.nll
o . 00 + O. 00 +
(191
(20)
1211 __u____13-'.907~2_~
(21AI --. _.--lJ.~-~a-
12IBI_____ ._J.907..;;>__
0.00
____~~_07 .50
0.00
(171 ___ ~__.. ~ _._ _ _____.D..OOK .15 =
(181
13,907.50
IntSl!el'
0.00
0;1()~n60
0.00
0.00
20. If line 19 is g,eater Ihon line lB. enler Ihe difference on line 20. This is Ihe OVERPAYMENT.
mCJ
Check here If you oro roquestlng a rofund of your avorpavment.
21. If line lB il greoler than line 19. enler Ihe diUerence on line 21. Thh is Ihe TAX DUE.
A. Enler Ihe interel' on Ihe balance due on line 21A.
B. Enler 1I11t 10101 of line 21 and 21A on line 21B. this il the BALANCE DUE.
Malll Chick Payable 10: RIgII'e, of Will" Ag.nt
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penahies of perjury, I declorelhot I hay!' IlII;amined Ihil relurn, including accompanying lChedul~, nnd llnlemenh, and 10 Ihe besl of my ~nowledge and belief,
il il frue, correct and complele. I declare thai 011 real ellale hnl bet'n repofled of true markel valuo. Declaration of prepoler olher than Ih?1fPponol r"presenlotiYl!I is
based on 011 informalian of w.h~ch prep~!r.~o_~.ony ~no~~e.~~~. _ __ ___ _ _._.__ H ___...___'t_---___ ____~ l'i~2-L
SIGN"'U~O~OUR(S'EtSl')1f~lUIl'4 AouR(!.s10nr; Goel:11n ~t., j:OCt\anlCnU\lrl~l --PA/OAH ~ ""(/1
~~"'-(~'~4'~_l~"'L _~_.__._____m.ulc'lQ!I~,'~~l(__!_:o.''1~1.r__.C_~lin~':l!_~~ 7013 __ (, -'I <,7
510....U 0"" '" 0""""" IS""~'~ AUO""JiUI'IW \; ;';<]1)(\1'0 BId g. 0'"
,-- ~ W!-/::..0. 1,cchunJc:Jb~I!~C;.___l'i~_YLO;;~; ~ - Y-:-L7-
Act #48 of 1994 provldos for Iho roductlon of Iho lox raloslmposod on Iho nol valuo of transfell 10 or for
Ihe use of Ihe spouse. Tho rates os proscribed by Ihe slalule will be:
. 3% (.03) will be appllcablo for oslalos of docodonts dying on or afler 7/1/94 and before 1/1/96
. 2% (.02) will be appllcablo for oslalos of decodents dying on or afler 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for eslales of decedents dying on or afler 1/1/97 and before 1/1/98
. Spousal Iransfell occurring on or after 1/1/98 will be exempl from Inheritance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent moke a tronsler ond:
a. retoln the use or income of the properly tronslerred, .......................................................
b, retain the right 10 designate who sholl use the property translerred or its income, ...............
v
v
c. retain a reversionary interest; or ...................................................................................
d, receive the promise for life of either poyments, benefits or co rei .......................................
2. If death occurred on or before December 12, 1982, did decodent within Iwo yeors preceding
death transfer property without receiving adequate considerotioni If death occurred alter
December 12, 1982, did decedent transfer property within one year of deoth without receiving
adequate consideration'....... ...........0.... I.....'...... I.......... ..... ........ ...................,...... ....... ......
3. Old decedent own an 'In trust for' bonk account at his or her deothi......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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PAGE - 2
SCHEDULE B
STOCI{S AND BONDS
mAnoi'
- riLE fWMiiER -2-.t ')' 0) t'
. - u- (3:r31;ul;e
ElllIg:~'l' D. \'IllIUII'j'
(All p,operly io'"llr-own"d~lihRi~-I;i~f S~;~I~;~.,f,ir ';;I~';I-IJ;- d'~~l~~~[~~i- Scl.;d~i~-F~J
IIEM
NUMBER UESCllIrt 1011
1 ')')6-00') 3~-Coul1l;y
VALUE AI UAlE
Of DEAHl
1. ----------- --
IlOlIUllllllnLlulI :iul'lnJ. IlulljJUr JfllIUU Untu Jllucr lJlL1UII
15.00 'lUI6100HIE I~,!, 1'/69- * 1"fi.5)
15,00 Q14016/4I,IJE A", 1'169 I" I.))
15.00 Q140166J90JE A", 1969 U!I,,)) ,
15,00 'lUlIOIOJ" JE I~" /969 I"',.))
11.00 'lHIIO/9146IE I~" /969 1?1,.))
15.00 Q1J9JI/oIMlf roh 1969 I;?I,.))
15.00 Q1J9JI63JJSE roh /969 l"h.))
11,00 QIJ9J!IIO'"E .1,," 1969 12/,.))
11,00 Q1J!!1H!SIE .1'111 '969 12'\.))
11.00 Ql1J91,IMIII' I'(le "111) 111.'11
11.00 QlIJHI66!1E "oe /9/1' 110.'/1
11.00 'lIIJHI/HIE /It/o,1910 110.h/,
11,00 '115169191?,6E /It/o 1910 110.h'l
11.00 '115169/)I-IJE ,,,,t 1910 110.h/,
11,00 'l1S16911IIS4E rid 19/0 110.hll
11,00 Q1510IlJ/6/E rid 1910 110.h/,
11.00 QlI10/6/!6IE '~'I't 1910 110./1/'
11.00 Q1S101611J.1E So,,( 1910 110'/11,
11.00 Ql101/1I019E A"I/19N 110.h/,
11,00 Q1101/11110E A"1 1910 110.~"
11,00 'l11011160J/E J" " 19/0 12().~2
11,00 'l15I"IIOSSIE J"ry /9/0 120.52
11,00 QIHUI6J61E JIIII. /9/0,' 119.)5
11,00 QU9W840JE -,,,,,. /910 119.)5
15.00 QI49U69"IE '~'y 1910 110.'19
11.00 QUIIIHf46E I~,y 19/0 110.79
15.00 Q!4I1\14964E I~,y 1910 110.'19
11,00 Q!41/9/4//4E A", 1910 110,'19
11,00 QHII96S484E Al" 1910 110.79
11,00 Q14/1116110E II" 1910 110.79
15,00 Q!4/31411/0E rob (910 110,'10
11.00 QUiJ/lllllf r.h 1910 nO.70
11.00 Q!4/S!66546E IL" 1910 110. 69
11,00 'lUI9I6IJJ6E J'1lI 19/0 120. ,
15,00 Ql4S91I1JJ5f J..II 19/0 12U.Og
15.00 '115 39146/1 Of J,," 19 II 10).(- I
11,110 Q1539IIItIIE J'lII 1911 10).60
21,00 'II 5411 ~6H 4E ,.Ir 1911 J 00,0'/ I
11,00 'lllmll6J/E rob /9/1 100.07 ,
15,00 Q!SS9JOfl49/ '~I\ 1911 100.07 '!
11,00 Qlll'/JOIOUE IL" 1911 100.07 '
15.00 Q1519J11141E Al" 1911 100.07
11,00 Q!S646f6l61f A", 1911 100.07
11,00 Q11646JIJ~lf ILIII /'111 1UO.0'1
11,1/0 Q1511J!lMOE I~'y 1911 100.0'1
15.00 Q1511J9l1!1f JUlie!. I'll' 1Ul.1?
11,00 Q!S1I0117Hf Ju"'. /911 101.19
15.00 Q!S/lOI/04!f Jury 191 I 102.10
!S.OO Q1511/711141f A,,!! 1911 99.)0
11,00 QlI/091JJ46r Au!! 1911 99.)0
11,00 Ql1/091HHE S'I' 191 I 9'1.)9
15,00 Q1591J.\W54E S'I' 1911 99.)9
11,00 'll~0410019\/ ,"" 1911 99.)'1
15,00 QI59!J3IIIIE rlct 19/1 '19.)9
15,00 Q16I01610m ",," 1911 99.)9
11,00 '116l016J114E II"" 19 II ')9'29
15,00 Q16I016JIIIJE lire /911 '/9. /1
15.00 Q!6IOI61II/f /It/v 1911 9'1.)9
11,00 Illl!S/UIS4f July 1111 1U2.10
11,1'0 Q.15IIII'/\41E .Iury 1911 1U2.10
TOTAL j~ho ellltlr on line 2, Rocoplluloliolll S Carried I~Ol'\ral'd
----
"' ........ .......... ;, .......1..1 ill"'" ,If','ilinlllll "..,.h of IrJlTln ,j,ltJ
,
PAGE: - 3
RlVoISOl EX. 14161
'Y.L~X~
'...:.~hr
COMMOUW[AlIII or rnIl1~'lY^I&I^
IUIlERlfAflcr tAX Il(lUAU
R[SlUUII O(C(U(1ll
SCHEDULE B
STOCKS AND BONDS
L
-u-------mE ;jUMiiER 21~<j('-O()3!J-:JtlltO
C;II1 IES'l' D. I'IH HI 11'1'
1 ()()(,_OO,}3~-Gounty
(All p,.p.,ly l.tnlly..';';;d;;;j'jj;RIOt.'j";;ISU"I~-;;;-.I;!j;-,;;~-;i-i,-;-dil~I;;;.d .n scI;;d~i. f.l
tlEM \
NUMn~R
UESCRIPIION
VALUE AT DAlE
or- UEAIII
I.
V'JIVtllilltt(ivll SHlltt "uIIII,,'" '.Utll'. VII(t 'll&e'liJltiulI
25,00 'lIH290H05E j,1II 19/2 - $ 1011.(,1
15.00 'l1611H9SflE Jill' 1911 100;(,1
15,00 'l1611~50141E j,1II 19/1 100.(,1
15,00 'l16114S06HE r.I, 19/1 97.'10
15,00 'l16 114S11 HE rPl, 19/1 9'/.90
15.00 'l16 II 4S16/IJE /,111 19/1 9'l; 91
25.00 115004.,2159E 1111 1911 9".91
15,00 'l100H19153E AI" 19/1 9".91
15,00 'l500412964JE A", 19/1 'J'/ .91
15.00 'l5010016031E IL,y 1911 n.'ll
15,00 'l101t9116/~E IllY 19/1 9".91
15,00 'l5010U4I6/E jll'" 19/1 90.10
15,00 '15010016559E .rll'" 1911 " 'l0.10
15,00 'l5011JU950JE jllfy 1911 99.111
15,00 '1501l190013E Jllry 19/1 99;11,
15.00 'l501l/9055JE jllry 1911 99.11,
15,00 'lS01l/916J1E All" 1911 9(,.117
15,00 'l501l/91096E AlltI 1911 9(,.117
15.00 'IS019IH646E S'I' 1911 96.1,"
25,00 'IS019/HltIE 5.1' 1911 96.117
15.00 'IS 0291.14 11 '/E Od 1911 96.h"
15,00 'IS019/ H /lOE ,'d 1911 9(,.11'1
15,00 '1104JI46/46E 1/11" 1911 9(,.1,7
15,00 (lSOHI4623JE 1100 19/1 96.,,7
15,00 'l5056/1S114E P.e 1912 9(,.67
15.00 'l5056/fS1HE I'.e 1911 96.67
15,00 'l5056116HJE t",e 1911 96.67
15,00 'lS056116HJE Jill' 19/3 9.,.6l'
1S,OO 'lS06J620Jf/E .1,,,, 19/3 n.(,O
15.00 'lS0636201HE ,.& 19/J 95;00
25,00 'lSO/50f39JOE 1111 1913 95;00
15,00 'lSO/501H62E r.& 1913 95.00
15.00 QSO/501H56E II., 19/3 9,.00
15,00 'l50/502H/lE AI" 19/J 95.00
15.00 'lS01l969506E AI" 19/J 9,.00
15,00 'lS0902410/9E II,y 19/3 95;00
15,00 'l5090141640E 11'(1 f9/J 9,;00
15,00 'l50901496/1E jllll.. 19/3 95.22
15,00 'l1090149 II SE jllll'_ 19/J '15.2?
15,00 'lS0911H/94E jlllle 19/3 lJ!J.22
'fol;nl..... If....... ..:to 121!J~'J.J~
nvno.l1fll'"
ESTATE OF
"~}~}f'o
....~iif}u.-
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMOUW(AUtI Of I'ftH4~Y1\1AUlA
INHI.n"NCI TAl .nuRN
,niDI NT OICIOINI
______ _P_loaso Prinl or_Tl~.!'_
FilE NUMBER 21/)6-0'J:\~:-stuto
1. ')')_b-00'i35-C'J\,nty
1."'1"''''1' J) JI'.'T('l"['
',;\. .j..) .-_!.......-,...:..':.:..:...-~_._.--_...--- ---,-. -.-.----... ._---"
~ap"IV falntlv.owned wllh Ihe Righi of SUfvlvonhlp m.~~~e dl'~o!_~~_~~ Schedu_I..!..!.~ ..--..--.---~---- --
ITEM
NUMBER
1.
2.
3.
4.
~.
6.
7.
o.
Q
"
10.
11.
12.
13.
111.
15.
16.
DESCRIPTION
----~~..._----_.._.~'- -------.- -....------...------
Adm,IS Count;;, 1ll:'.ttona1 nun!" J1oml01'sv1llo, 1'1\ '_'1306,
Accountn ns fo1101m:
Checldnc; Account 1:0. O(,l31.2(',
SnvinBs Account no. ')0559')1.
Certificnto of Dopooit I!o. 1.31,00301;:;6.
Interest aocrued to 11/1/96.
PHO Bank, N. A., Accolmts ns fo110\'ls:
Oertificnte of Dopos1 t 110. 21001051.1,066.
Intol'c>st nccrued 1;0 11/1/9(,.
Certificuto of Deposit 110. 3100001,2605.
Intorost nccvuod to 1.1/1/96.
Suvings Account 1:0. ~130321227.
Intel'eot uccruod to 11/1/96.
1909 TIulc1. "purle Avonue" nutomobi1e, nu nppruisod
by 1l0.rbo1dl 0 Fo"d, Inc., DJ.lJ.nIJUl'[':. PA 17019
1992 Ford TIo.nr;cr 0.1.1toltlohi10, nu o.pprnincd by
l!arIJ01dl s Ford, Inc.. DllloburG. PA 17019.
proceodo of Ooto11or 1')')(, :>uGiul i.iocurit:r cheol:.
procoods of October 1')96 Civil Sorv1ce I~etirelnont
chocl: .
u. ::;. CU1'ronc;]' located in docedont to 3ufe Doposit
ho;: 1I1t:1 ;\do.l"O Count;,' l:o.tiono.l TIunlc, 1l0nl!ol's-
v1110, Fh 1.7306.
l!ntiomrido I I1SIn'U1lCO GO;;\}J~,ny, vo\11c10 inoUl'unce
rof~uds us fo110Hu:
Policy 110. ~1J37n 91~7J~T7.
Policy no, :,037D OI~2601.
Po11cy Vo. 5037B 134609.
Aroo Oil COl,lpany. rei'IUld 1'1'01,1 fuo1 011 account.
rl'oceods 1'1'0111 privato oa1e of porch glidor.
Pa Blue c1'oss/131uo Shield, refund.
net procoods from public o.uctlon of houueho1d
furnishinGs, tools, OC'J.Uiplllont und throe vol,1c10s.
Intornn1 i\oven110 3crv1co, refund on ino 011\6 tux.
Contru1 1'0I1113;,lvUl1i [\ Autonol>llo Club l AMl) refund.
I.oroy and An i.to. Durf, refund of pl'o-rutu 0110.1'0 of
1996 Count7! und 'l'olltlsh1p rou1 cuto.to tuxoo on
f1n0.1 oett101l0nt for purchu:;o of 1'00.1 ootuto.
Loroy o.nd Anitn D111'f, l'efllllc1 of Pl'o-l'uta ol1uro or
1')96-1')')7 School renl outnt;o tn;: on finu1
settlol>loll t for l'u1'chmJu uf roa1 eututo.
VALUE AT
DATE Of DEATH
, 735 .11~
"
,,'
~.29)1.57
1 ,000.00
21~6 .~7
15,000.00
36.31
5,000.00
91~. 75
3,007.50
0.50
~,lh5.00
C.7~0.OO
103.00
1,259.50
31,0.00
9.10
02.1~
33.30
29.131
50.00
71.32
11~. '1'71. 3~
2"{0.00
)~6.00
111. 21
151~. "{1
TOTAL (Also ontor on lino 5, Rocopitololion) S 71~, 721.95
(Alloch odrlilional 8\'1" )( 11" ,heel' if mote 'po'" il MfI(l.d)
11"""111 11111
mATE OF
ITEM
NUMBER
A,
1.
2.
3.
B.
1.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
.
SCHEDULE H I
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES _ _______PI.a.. Print or !vp.
IFIUNUMBER 2J.-')G-O'!];,-stuto
~ 1?q6-00,)3~-CountJ
(OMMOUWfAlIll or ,fUtlSYlVAUIA
IUIlfJll1A,UC( tAil "(111"'4
RnlOlrH O(UOWI
l':UiTE3'r D. ~!l\IG.I'll
DESCRIPTION
AMOUNT
Funeral Expense,:
Gihuon-1I011:tnpJl' i"Ull01'fl1 :101'10, Ino., i:t ITolly
Sprin(',:J, Penna:rl vania, funo1'lIl 0::]1011:J0:J.
:;; 6 , 1I~1~. 00
Clinol:J Cel1lot01'Y, i1iehard :'loi<1n01', openinG and
cloninc c;rave.
350.00
100.00
Contenary Unitou I!othodist Church, funeral luncheon.
Admlnlslratlv. Ca.h: Patricia T" Ilelson... E::ocutri::, 30c.
:.ice. lln. It,I]-32-r;261~
Personol Repre.enlotive Commi..ions Dlnno B. Linds~'{f-J.:~z:pclltrix
Social Securily Number of Personal Representative: ;;:UO-3D- ;t,=? ,,-~
Year Cammi..ions paid / '! '/7
1~,100. 00
l~, 100.00
2.
AllorneyFees J. nobert Stauffor, gs'!., Attorneyls fee.
4,500.00
3.
Family Exemption
Claimant
Relationship
iliA
Addre.. 01 Claimant at decedenl's dealh
Street Addre..
City
State
Zip Code
Probate Fees I:ecistor of \fills of Cmlborltll1u County,
Pennsyl vania, Lottors Tostmuentary.
Miscellaneous Exp.n.es:
Chris Fl'y, 1mm caro.
Cut1berlo.nd La\-/ Journal, Estate Ilotice.
unitod of PA, 1!0vcmbor 19')6 telophone chargos.
GPU Energy, IlovolJlher 1996 oloctric.
273.00
20.00
60.00
51.31
36.03
13.50
173.7!~
l!~9.20
Littles Gan Servico, Inc., Gas for stove.
l\e1'0 Oil COI.lpany, hontinG 1'\101.
USR~:G, fire inoUl'llnco 1'l'Oll1iu11l on dHollinr;.
Adamo County 11al;ionnl Dan1:, tultinr; invento1'y of
3ufo DOJlosit Dox.
25.00
TOTAL (Also enter an line 9, Recapitulation)
S Carl'ied FOrHU]
(II more space Is needed, Inserl additional sh.e" of sam. sl...)
SCIlEUULE II
,~~~~ FUNERAL EXPENSES,
tOMM')IIW'AIIII ur rUIIIIYII'AllIA AUMINISHlATlVE COSTS ANI>
1I11~lm~Wi".'t.\W:\'" MISCELLANEOUS EXPENSES rroo.. r,llIt 01 Tv"o
B1Ai@ Uf." -.--I~I~:;~:~':'-;)'=;;;~(:~~;~'='-.'- .,..--.--....-. -. --'-j rilfifIJMfi~fi ;~~~~;~~~~~~~~~y
I
1I11.UllII"""
_~~l~~En [__ __.._..__.__ _u._' _. .__.u.~~.C~~.I~~~~_I~.___ ..__
9.
10.
lL
12.
13.
llk.
15.
16.
17.
10.
19.
20.
21.
22.
23.
21k.
25.
26.
27.
20.
29.
30.
31.
32.
33.
31~.
35.
36.
37.
30.
39.
IkO.
Ik1.
Depnrtlilont of lIoolth, Ulvllllun uf Vital :,tutintico,
Death Certificatos.
GPU Enerc;y, Decolllbor 1996 01ectr1c.
Aero Oil Company, heatinr: fuel.
Tho Sentinel, Estato lluUce.
IUllor' 5 Ga1'ago, oorvtce of 19')2 I;'ord Plclqtp.
Steve lIa\1f,le, labur nnc.1 haulinG trllsh frolll res1dence.
llationllide llutual InnuI'~nce Co., veh1clo tmJUrance.
llnitoc.1 of PA, Decombor 199(, nnc.1 ,January 19')7 telephone.
Aore Oil COl'lpany, hontinG fuel.
GRI Enorc;y, January oloctric.
1'enno;rl vania ))epartl10nt of '1'ransportation, application
for c.1uplicateo of car titloll.
Aero Oil C01npany, hoatinG fuol.
Jay Hickard, trash rOlnoval.
United of PA, 1"ebr\lal'y 1997 telephono.
GPU EnorGY, February 1')97 electr'ic.
Aero Oil Company, furnace Sorvice contract.
Sherl'lin Hi 11iams, paint fOl' roo idenco .
Clay'o Service Contor, oorvice to 1909 Buick.
GettysburG 'l'imoll, publishinG notice of auction and
Salo Bills.
Unltec.1 of PA, l1arch 1997 telephone.
GPU !i:nerGY, llarch 1997 electric.
IX:B P1Ulnbing ,: Hoatl.ng, plumbing ropair to bathroot:l. '
J {: J Automoti vo, sorvice on lIondas.
Samuel lilller, servico to 1')59 Puntiac.
Aero Oil COlnpany, hoating fuol.
USF[~G, fire inSU1'I'.nco premium on resic.1ence.
!iichael Iloore anc.1 TIicle GHliam, labor and transportation
I of furnishinGs, etc., to auction house.
GPU EnorGY, April 1')')7 olectric.
Uni tod of PA, April 19')7 to lophono.
Carol71'Il n. J.1cQulllon, Tax Collector, 1996 County and
'1'o\1nsh1p roal estate tn;:os.
GPU F,nerGY, final oloctric bill.
unitec.1 of PA, final tolephono bill.
Costs rolatod to final sottlomont on snlo of roal
ostnte to TJoroy A. nnd Danitn A. Durf 10catoc.1 at
11.075 CU1'lisle nond, Garc.1nors, 1'A ns fo1.10Hs:
Jack Oau(~hon noul tor 1 l'oal (l n tnto :Jalos commission.
Jucl{ GauGhen Ilealtor, dinbursol'lont foo.
Ileal estuto transfer tax to Deed.
Deitch Pest Control, termite inspoction.
AMOUNT
'I'
"
6.00
1~1.11
162.39
69.80
31k.90
170.00
270.35
63.22
179.01
33.lk6
25.00
103.51k
25.00
31.50
37.12
114.95
20.06
20.56
105.75
29.69
25.97
40.53
30.00
225.00
107.02
115 . 90
l70~ 00
20.30
31.90
167.09
5.06
30.46
5,/-1-72.00
35.00
%0.00
30.00
PAGE - 2
IIVlSl1l1fU"1
ESTATE OF
9,'J~.9
'f..~
(OMMQfIWIA!ltl 0' rlu'nUYAlllA
ItUUIIIANUIA.IIIUIN
I"IOINIOIUOIIH
. u._u______._____ _____ . _______ __ ____________ __ ___ _ ____._ ___.__,__.._
.----.--------------.
SCHEDULE J
BENEFICIARIES
;;:Hnl':~j'p D. ~r:\ rC:i'l'
N~~~ER NAME AND ADDRESS OF BENEFICIARY
I,.
5.
ITEM
NUMBER
t.
^. la.able Oeclue'h:
tTE1,IIiln~t ~'!. P;'JI:JOJ!
111 :Jcfil'(lC1 alo IJrl. va
Cnmp JI1l1, I'A 17011
,jll:j;\1I D. 11l,;r,:jOIl
303 !Ial'I'lnbul'G 1'11[0, Apt. 1
Dll1nburg, r;\ 17019
\'Ia;.mo E. Lindnay
1)I,o/~ York nuad
Cal'll010, J~ 17013
l'A'rn ICI A L. }:F;T,::;Olr
1095 Cuckl1n 3t.
llochanlonbtll'G, I'A 170;;5
DIAlm E. r,IUDSAY
I/IG1~ YOl'k :loau
Carllslo, rA 17013
2.
3.
NAME AND ADDRESS OF BENEFICIARY
B. Charilable and Governmental Bequo'h:
1.
FILE NUMBER ?1-f)(,-Of)3!i-:j(;nto
__un _____~lfL6-!101,1};-(;U\~lltY
AMOUNT OR
RELATIONSHIP SItARE OF ESTATE
rJl'umloon :::1,000.00 cash
lJoC[uoot.
rll'unuuaughtol' :~l,OOO.OO cuoh
bequost.
Oronuoon :;:1,000.00 cash
boquost.
f)U\\CjhtOl' One-half 01' the
rosiduury estntl
OuuGh tOl' Ono-hali' 01' the
rooiduury eotatl
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAho enler on line 13, Recopj'ulolion) S
Ilf more space Is n..dld, Inllr' addlllonalsh.... of same Ilze)
Illvonlury ulll10 loulallll persunal oslalo uf
I';it ~l:.::vr JJ. PIIlel !I'l'
_ __ .._.____.". __ __..____, .._.,_..____.. ..____n__._ _..__._.__.
. ... . ...... --
(]eceasOlJ
DI-10111ng hOIl:IO and tJ'uct o!' lnntl loc:\tou In I>l.cklnnon 'I'OImnhip
Oumb01'luml Gonnt;;:, l'onnoy1vnnlu, jmolln /lnd nUllIhul'od un 11,0'75
Gnr1to1o "uud, GUl'dnol'u, Ponnoy1vunlu.
117 :1\2,5.00 donoJ:1tnntton :;01'10/J E, lJ. :J. :Juvlncn 13ond/J.
Ouch, Bunk Dopoult ntlll 111nco11nnoolln uoootn un 1'ulloll0:
(1)
(2)
())
OISCRIPIIOH
-----------_.._~.._-- -.-- -- ._---- ---. ---
AllUlrlR 1:"'''11;,:,' 1lnt1ul1ll1. Hn111r, 11011l1nl'RVlllo, 1'.\ , "/JOl) ,
Acr.otlllt;n nn follo1ln:
Choclt 1 ng Account 1'0. f')61Jl ?().
nnVitlG3 Aocollnt; Ho. flO:,:,fJrn.
COl'~lfl ento of noponlt I!o. 11/10030156,
Interest nocrlled to 11/1/9~.
rllo Dnnle, II. A., Acooun~o 00 follol/Ol
CertJ.floo~o of Ilopoo 1 t 110. 21001051106(,.
lntnrnnt oce"\lo<l to ll/1/'J6,
COl't tflooto of !Joronl t 110. 310000112605.
Xntoro.t occl'noll to 11/1/96.
SovlnG' Acconnt 110. 5130)21227.
lutoro.t ncc1'uoll to 1l/l/9(,.
1Q09 nulol: "rm'lc Avol1l1011 nutol'lohilo, no 01'I)1'otoou
by Jlnrhold'n Fm'(l, Iflo., lIillntJm'r.~, rA 17011)
1')92 Forcl I1AnGolo nutomohilo t no npprniood by
, "n1'bol,)I. Foru, Inc.. lJlllobul'll, rh 17019.
! Proooncla of (lutoh~lO IlJ+:6 ;;uuln1 :iOtHll'lt;y choul~.
rrocooclll of Octobor 1 ~(J(, Uivtl SorvIco notlrol:1ollli
ohool~ .
u. 3. emorancy locntod in dncl){lont'o :Jnro Uopoolt
bor. 111lih .'\tlnlJOo UUlJltty UntIonnl DAnlt, lJontlol'o-
vltlo, I'h l7J06.
J!ntIomrldo Il1nm't\'lco GOl1lpr_Ilj', vuhIclo Lnotll'nnco
rOrl~l1dD nD folIonu:
rolley 110. 503711 91,71(/7.
}'ollc:! Uo, 50370 01,2601.
follc:! I!o. ,{l3'1ll 1)1,609.
Aroa QU. COMpnUJ", rofuml 1'1'01'1 fuol oil ROOO\1l1t.
Procontlo fl'OIlI privnto oalo 01' I'oroh glltlor.
ra D1uo Cl'oao/01uo Shlo1u, 1'ofunu.
not pI'Qeoodo frolTl IlublLc auction of h011uo110111
l'ur1l1ohln6B t too1n t O'lUlpl1lunt nnd tlll'on vol11clo9.
111I;or"n1 Hovot1uO 3orvlco, loofunu 011 IncoITlo'tu.
control l'olllls;r1vanln Allto"ohlle 1)111b (MAl !'ofund.
rlOIOOj ntHt hllltn 1>111'1', rofulltl of pr'o-I'oto ohAro of
1 ?'J6 Counl;y nml 'l'ol/oohll' ron1 pstnto tnxoo Qn
ftnal oottlOf.tOl1t fOl' p\1l'chnno of 1'001 o"tnl;o.
I,OI'Oj' nnd h1l1 tn Durf. l'ofllllfl of pl'o-rotn nhnl'o of
1996-1'197 3011001 I'onl onto"o to" on flnnl
notbloNollt {Ol' pmochnno of I'pnI oat;ntoo
VALUI AT
DATI OF OIAIII
* '/J5.1~
~,2'JII'~
l~,OIlO.O()
211""'/
l!),OOO.OO
3"031
5,000.00
911.75
3,007.50
0.50
;',1115.00
0.750.00
103.00
1,25'J.50
3110.00
9.10
02.15
33'60
29. 1
50.00
71.32
lIb T11. 35
270.00
1,6.00
111.21
15h.'/1
'I'
'I' t 1 ."
on....... ,
'I
C.
..-. ,... -..--.
--- - -.-.--.--
%,00 00
12,55 30
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
\
J
II:
.____._.l:r~~yJ..cl!:_'r". 11(Jl~)~)m~I1)11 1l1nno 1-;. r,}:I!.d~~\.;r_..____.__.__
bolng duly ..._. :11/01'11_........__ .ccording 10 I.w, dopolol .nd I.YI thot tho Y.__.n_.. .----... ,- -..- --
-.!Il'~~ho_J~x(J?u.t~.:h.lle..o,_ . m. ._ . ..... of tho Elt.to of ._JiJ.:!1Q..!! t D. \'!l'lcht
I' f Diclrtnoon 'l'o\llwhlp C bid C ,I P d d d th t th
a 0 0 __ . .... ,. . . ,- ..--.. --.-, um or an oYr()~Il~1l eC,oelo an e e
within il en Invontory m.do by llt;\!lCJ_.E...J..1.Ild!llt1_Qm.1 puJu'~c!ll_r~-,_t, tho .eid_Ex_ocu\;l'lco.tL_
of Ihe ontiro ollato of .aid docodonl, conlilting of .11 tho pononal prop.rty end roel ostalo, oxeepl roel ostele outsido
Iho Commonwoallh of Ponnlylvania, end th.t Iho figurol oppOlitO oaeh 1I0m of Iho Invonlory repr..onl lI'. fair value
el of Iho dato of doeodonl'l de.th.
S\'1orn
_ and lubleribed boforo mo,
--I~v. CJ..~.... j nJ~.-.J
.. Ene.I., ,JIl;;r",1lI1l1,iIOJC
109~ Cocklin St.
Ilochantcoburc, P/\ 17055
Juno
f
1997
Dolo of Ooalh
1
k~~E.k~~-
Add(ffi
11~0I~ YOl'I, noad
Oa1'11010, P/\ 17013
ilovel1lber 1996
Day
Month
Vu,
INSTRUCTIONS
I, An invonlory mUll bo filod within Ihree monlhs aflor appoinlmenl of porsonal reprosonlative,
2, A supplemenl invenlory must bo filod within thirty days of discovory of additional assets,
], Additional shoots may be e"achod as 10 personally or roally
4, Soo Articlo IV, Fiduct~Jio. Act.of 1949,
I:.
,
,
.,
f'..
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.. ;:l
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n
'"I
.r.
III
f: .,;
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,-
w 0 OJ r
~
~ I>: l- E' .. Ql
w -< .. ~.,
a.. l- I' u OJ
0 VI 11' .. '" 'El ~
0 w I>: w II 0 c .. OJ
l- X a.. 0 III a.. oj c
..J LL .,; ~
Z ... H ,: ~, a
LL ..J jj 0 l~ ,"I a.. UJ:I:
W 0 -< .. i- -<
> I>: ..:'. '0
Z ~,
Z 0 . 'N c ~,
C "
VI z r~ p a Ql
a I>: U
Z w < ... ,0
a.. ~, .." U
UJ c rl~
1'1 ..
- -.:
, , 0 .. .
1"1 ..a .." .>I ....,
,1, " E .!! a
I - " 0
.. U Ii: III
..J
IS I'IL'-,',
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
( ..
BUREAU or INDIVIDUAL TAXES
IHIII RI "''''0 Uk DIVISIO...
DlI'I. llO.OI
IlA'U'ISIUMG. I'" III," (If,OI
NOTICE or INIlERIfANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASS[SSH(HJ or TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
J ROBERT STAUFFER ATTY
MARKET SQUARE BLOG
MECHANICSBURG PA 17055
09-09-97
WRIGltT
11-01-96
21 96-0935
CUMBERLAtlD
101
[-
AlI10unt R.nit ted
~~irt~,
t!.fi!~~
111''''111''111''1
ERtlEST
o
~l
MAKE CHECK PAYABLE AND REMIT PAYM~NT TO:
REGISTER OF WILLS
CUMBERLAtlO CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiEV:i5'4i-Eif-"Fj>--ioj-:ij:rl-iioT-m--OF-".iNHEifiTiiiicCTAX-A-PPRA-isEHEiir;-"Li.-owiiNCE-iili----------m-m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF WRIGHT ERNEST 0 FILE NO. 21 96-0935 ACN 101 DATE 09-09-97
TAX RETURN WAS: t X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule AI
2. Stocks and Bondi (Schedule 8J
3. Clos.ly Hald Stock/P.~tn.~shlp Intere.t (Schedule CJ
4. Hartg.ges/Note. Receivable (Schedule OJ
5. Cash/Bank Oeposlts/Hlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schadule f)
7. Transfars (Schedule G)
8. lobi Auats
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ada. Costs/Hisc. Expenses CSchedule H)
10. Debts/Hortgage Liabilities/Liens CSchedule I)
11. Total Deductions
12. Hat Value of Tax Return
13. Charitable/Governaantal aequests CSchedule J)
14. Het Value of Est.t. Subjact to Tax
I ) CNANGED
11)
(2)
131
141
tSI
(6)
(7)
94.000.00
12,559.30
.00
.00
74.721.95
.00
.00
(8)
HOTE: To insure proper
credit to your account,
subait the uppar portion
of this fora with your
tax paYllant.
181,281.25
3?R?1 6~
148.459.60
.00
148.459.60
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Lina 14 at Spousal rate CIS)
16. Allount of Line 14 taxable at Lineal/Class A rata (16)
17. Allount of line 14 taxable at Collateral/Class a rata (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYMENT
DATE
06-06-97
RECEIPT
NUHOER
AA211394
DISCOUNT 1'1
INTEREST/PEN PAID 1-)
.00
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CAlCULATIDN OF ADDITIONAL INTEREST,
191
110)
32.799.71
21.94
1111
112)
U31
(4)
,00
8.907.58
,00
8.907.58
8.907.58
.00
,00
.00
I IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR). YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS,)
.00 X ,DO:
148.459.60 X .06:
.00 X .15:
UO)
AMOUNT PAID
8.907.58
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESERVATIONI
",
. '.,~
E.tat.. of d.cadant. dvlng on o~ bafora Oaca.bar lZ, 1'81 .. If .nv future Int.r..t In the ..tat. I. t~.n.farr.d
In Po.....lon o~ .nJov..nt to Cla.. B (coll.t.~.l) b.n.flcl.rl.. of the d.c.d.nt .ft.~ the ..pl~atlon of any ..tate for
Ilf. o~ fo~ va.r., the Co..on~..lth h.r.by ..pr...ly r...rv.. the ~Ight to .ppralsa and .s.... trAn.f.r lnhe~lt.nc. T....
at tha lawful CIa.. B (coll.t.ral) ~at. on any .uch lutura Intara.t.
PURPOSE OF
NOTICE,
To lulllll tha ~aqulra..nt. of S.ctlon 11~0 01 the Inha~ltanc. and E.tat. Ta. Act. Act 11 01 1995. (lZ P.S.
Sactlon 91,.0).
PAYHf:NT,
Oatuh tha top po~tlon 01 this Notic. and .ubalt with your p.y.ant to the R.gllt.r 01 Willi prlntad on tha uvu.. .Ida.
..".h ch.ck or .on.y ord.r pavabl. tOI REGISTER OF MILLS, AGENT
REfllHO (CR)1
A r.fund 01 . ta. c~.dlt, which wa. not r.qu..t.d on tha Ta. R.turn, .ay be requ.stad by coapl.tlng an "Application
fo~ R.fund of P.nn,vlvanla Inharltanca and E.tat. Ta." (REV.I]l]). ApplicatIon. ara avallabla at tha Dfflca
01 the R.gl.tar of Will., any 01 the Zl R.vanu. OI.t~lct Dfflca., o~ by call1rg tha sp.clal Z"-hou~
an.".rlng .arvlc. nu.b.r. fo~ lor.. o~d.~lng: In Pennsylvania 1-80o-]6Z-Z050, out.lda Pann'Vlvanla and
within local Har~I'burg araa (111) 181.809,., TOO' ell1) llZ-ZZ5Z CH..rlng I.p.lr.d Only).
.
Any p.~ty In Int.r..t not s.tl.II.d with tha appral....nt, allowanca or dl.allowanc. of daductlons, o~ .....s..nt
01 ta. (Including dl.count or Int.r..t) a. .hown on thl. Notlc. .u.t obJ.ct within .I.ty (60) day. 01 r.calpt of
thl. Notice bYI
OBJECTIONS:
nwrlttan protut to tha PA O.pa~t..nt 01 R.v.nu., Board 01 App..Is, aapt. 2810ZI, Ilarrlsburg, PA 17IZ8-loU, OR
-..Iactlon to h.v. the .att.r dat.r.ln.d at aucUt of tha Iccount 01 the p.rsonal r.pre..ntatlv., OR
-.app..l to tha Orphan.' Court.
AD"IN
ISTRATJVE
CORRECTIONS, ractual ar~o~' dl.cov.rad on thl, a..a...ant .hould ba addras.ad In writing to: PA D.part.ant of R.vanu.,
Buraau 0' Individual Ta.a., ATTNI po.t A..a.,.ant Ravlaw unit, Dapt. Z806ol. Harrllbu~g, PA 171Z8.0601
Phone (717) 787-6505. Saa paga 5 01 tha booklat "In.t~uctlon' for Inharltanca T.. Raturn 'or. Ra.ldant
Dacad.nt" cREV-1501) lor an a.planatlon of _d.lnl.tratlvaly corractabla .rror..
DISCOUNTI
If any ta. dua I. paid within thr.. C]) calandar eonth. .'t.r tha d.cad.nt'. d.ath, a Ilv. parcant (5~) dl.count of
the t.. paid I. allow.d.
.
)
\
PENALTY:
Th. 15~ ta. aana.ty non-particIpation pan.lty I. co.putad on the tot.1 0' tha ta. and Int.r..t .......d, and not
paid bafora Jenu.~y 18, 1996, tha fl~.t day alta~ the and 0' the ta. ..na.ty parlod. Thl. non-participation
p.nalty I. app.al.bl. In tha .a.. .ann.r and In tha the .a.a tl.a periOd a. you would appaal tha tax end Inta~..t
that h.. b..n a......d a. Indica tad on this notlc..
INTERESh
Intara.t I_ charg.d bag InninG with flr.t day 01 d.llnquency, or nlna e,) .onth. and ana ell day 'roe the data of
da.th, to the data of payaant. T..a. which bacaaa dallnqu.nt b.lora January 1, 1982 ba.r Int.ra.t at the rat. 01
.1. (6XI p.rc.nt per annua calculat.d at a dally rat. of .00016,.. All ta.a. which baca.. dallnquant on and aft.~
January 1, I'IZ will b.ar Int.ra.t at a r.ta which wlll vary 'roe cal.ndar y.ar to cal.nda~ y.a~ with thlt ret.
announc.d by tha PA D.part..nt of R.v.nua. Tha appllcabla Int.r..t ~ate. lo~ 191Z through 1991 a~.:
!!!! Int.rut Rat. Dally lnt.rut rltctor ~ Intara.t Rat. Dally Int.rut Factor
1912 2'~ .0005'" 1917 .~ .000Z47
1983 I'~ .OOOU8 1981"lnl 1I~ .00OSol
198" IlX .000301 Inz .~ .0002,.,
1985 U~ .000556 In5.1,," 7X .00019Z
1986 IU .00021,. 1995.1991 'X .OaOlU
ulnt.rest II c.lcul.t.d .. lollow.:
......
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca I..uad a't.~ tha tax bacoa.. delinquent will r.fl.ct an lnt.ra.t calculation to Ilft..n (15) day.
b.yond the dat_ 0' the ........nt. If pay.ant I. ..d. alt.r tha Intar..t coaputatlon data .hown on the
Notlc., additional Int.ra.t au.t ba calculat.d.