HomeMy WebLinkAbout96-00939
No. ,,J I I II ( - r/ r ( fJ ( I
Estlltc of
11lENE M, MYEII!) lJ/k/lJ 11lENE MAllY MXEI)~cellsed
DECREE 01" PROBATE AND GRANT 01" LETTERS
;1
AND NOW DECEMBEIl 18 19~, in consideration of Ihe petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED thai the instrument(s) daled FEBIlUAIlY 18, 1985
deseribii~~r~in~~ a~~MhdsIO Rm?t~ a'l'k~m:of~~~tf ~Qf/tW will of
and Lellers TESTAMENTAIlY
are hereby granted to MAIl.K C, YOHN
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MARY C, LEWIS R<~I'I.r of Will. ~:f-{-
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FEES
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Probate, Lellers, Ele, .......,. S
Short Certifieates( 1) . . . . . . , , .. s
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DECEMBEJOlB'; U9~
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40,00
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ATTORNEY (Sup. Cl, I,D, No,)
ADDRESS
I'HONE
LETTERS AND ORDER MAILED TO EXECUTOR
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WARNING: Ills lIIe9alto dupllcale Ihls copy by photostal or photograph.
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tOUUONWfALTH OF PfHNSYLV.lNI.l. DEPARTMENT OF HEALTH. VITAL AECOAOS
CERTIFICATE OF OEATH
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I Sales Re resenta e BeAut Prod.
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ReCOnJlJl1 U1ir.C 01
Reui'itol '.'f Wills
'96 ole 18 An :19
Clerl,,:,'-:: ;::,. Court
Cumber:'i:lrl'J Co" PA
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1L~a$t ll1ill a1t~ ~l~~hUtH~ltt
I, IRENE M, MYERS, of the Borough of Carlisle, Cumberland
County, Peunsylvania, declare this Instrument to be my last will
and testament, hereby expressly revoking all wills and codicils
heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and
administrative expenses as soon as may be done conveniently after
my decease.
2. I authorize and empower my executor to sell any realty
owned by me at my death, and not specifically devised herein, at
either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature
and wherever situate as follows:
(a) The first $27,000.00 of my net estate, shall be
divided equally between Mack M. Yohn and Betty J.
Sgrignoli, share and share alike, the child or
children of any deceased child taking the share
their parent would have taken if living.
(b) All the rest, residue and remainder shall be
divided between my three children, Margaret C,
Strock, Mack M, Yohn and Betty J, Sgrignoli,
share and share alike, the child or children of
any deceased child taking the share their parent
would have taken if living.
4, I nominate and appoint Mack M. Yohn to be the executor
Recorded O1l\ce 01
Regi':,tr;, o! Wills
'96 Ole 18 All :19
Clerlv.!:P ~lI'., UrJlt
eumbelii1flc) Co.. PA
.... .,'
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CO',HONIol[Al HI Of POINSYlVAHIA
DfPAR\HlHT or Il[VrHUl
8UIl[AU or IHOIVIDlIIl IIX[S
O[P'. i'enb01
tlARR15BUnc. PI 111:a-ObOI
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INFORMATION NOTICE
AND
TAXPAYER R~SPONS~
FILE
ACN
OPT!'.
NO. 21 - Cllo -C\ 3CJ
96148989
10-08-96
1f..'.IIII"".'"
--
EST. OF IRENE M MYERS
5,5, NO. 197-24-4857
DATE OF DEATH 08-04-96
COUNTY CUMBERLAND
TYPE OF Ar.COUNT
=: SAVINGS
.lL CHECK ING
- TRUST
-
CERTIF,
BETTY J SGRIGNOLI
C/O MYERS
1 W PENN ST APT 202
CARLISLE PA 17013
RENIT PAVNENT AND FORNS TO:
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
FINANCIAL TRUST COHPAN has provided the Oepurtunt with tho Inforllllltion lhted below which has bun uSlld In calculating U,e
patentlftl ta. due. Ihelr records indicate that 8t the death of the above decedent. you were II jalnt owner/beneficiary of this account.
If Vall hel this I"for",atlon Is Incorrect, please obtain w"I ttell cor-rv'.tion lrolll the f',,:mclal Instltullnn, athcr :1 co~'y to thi, forlll
ftnf. re~urn tI tCl the ...bove IlddrDSS. :t>ls ncr,fIU"t Is ta.ablD in nc:rn~d:.n"o with :h., i..nortl:lncP Ill. lal.. "', InD tnll../)..,wPlI\tt1 uf Pennsylvania.
auesti~ns lIIay be answwred by calilng (11/) ~~Z7.
Oat.
Established
REVERSE SIDE FOR
04-01-75
FILING AND PAYMENT INSTRUCTIONS
COHPLETE PART 1 BELOW
Account No. 521167
. . . SEE
Account ealance
Percent Taxable
Anount Subject to
Tax Rate
Potential Tax Due
6,190,69
50.000
3,095,35
.06
185.72
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX AS~ESSHENT BASED ON THIS NOTICE
To Insure proper credit to your account, two
IZl copies of this notice ~ust acco_pany your
pay",ent to the Register of will.. Hake check
payable to: "Register of Wills, Agent-.
x
NOTE: If ta. pay_ents are ~ade within three
(1) _Onths of the decedent's date of death.
you ~ay deduct a ~% discount of the ta. due.
Any Inheritance taK due will becoee delinquent
nine (9) lIIonths after the date of death.
Tax
x
PART
IT]
[CHECK ]
ONE
BLOCK
ONL'!
A. c=J Tha above Infor.ation and tax due is correct.
1. You _ay choose to re_it pay..nt to the Regist.r of lolllls with two copies of this notice to obtain
a discount or avoid interest, or yOU _ay check box -A" and return this notlco te, the Register of
Wllis and an official aSlesl.ent .,ill be Issued by the PI Depart_ent of RevenUD.
a. c:J The abOve asset has beon or will be reportDd and ta. paid with the Pennsylvania Inheritance Ta. return
to be filed by the d.cedent's representative.
C. ~ The above Inforlllation is Incorrect nnd/or debts and deductionl were pftld by you.
You lIIust COllpiete PIRT 0 and/or PART 0 below.
'"A
If you indicate a different tax rat., ple.se,stat~ ~ou~
relationship to decedent: nAu..~t+T~ '1",.'Utli t JtftA.Il';f.-hfItY
_.._.._.. _' .._,._..~:;!!,.~lfr.t=.rt.,!!..'t. h~~~ I,_",~~." .!:I!~":.!t'J. :J...~(~:!~
h'" I "'".. - w,,,,...ru I" , .._n ",r I"^ ...... ""''''1'1 I' I fit, ....~ I """'."",wU I "'"
1. Date Establlshed 1 /0 I...,,/.,f.
2. Account Balance 2:< !<f'i. l'f
3. Percont Taxable 3.-.ll...-~.9 0 ,)
4. AlI'lount Subject to Tax 4~S"i
:: ~::~~ta;:x~:~~ctlons : - )~~}~
7. Tax Rate 7 )( .t){,
B. Tax Du. 8 ., I. <j.'f 7 1/'2--
DEBTS AND DEDUCTIONS
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
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PART
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DATE
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PAYEE
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1
2
3
4
5
6
7
8
CLAIMEDJl..t. ~~ ~ ~ ~
...v~ ~t~s AMOUNT PAID
LINE
PAID
OESCRIPTION
nu ..
7)1~~
.00
,"0
.00
1
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,
TOTAL tEnte~ on Line S 0 Tax Conput.tionl
perju~y, I declare that the facts I
my knowledge and belief.
$
are true, correct and
GENERAL INFORMAl JON
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX AS5lSSHINI ..lilt "",.11'''111_ H.I...,. 11.....111I1 1111,11",,'1.111
sub_ittad by the financial Institution.
2. Inharltanca tall baea...s dallnquant nlna ..onlhl I'Ift~' the It.f.d.1I1', d"'8 III .....111
3. A Joint account is t..abl. aven though the decadanl', nl"'. ."n tUlll.'1 .., ".....".. "f .!lH...."'.'...
4. Accounts (Including thosa hald batw..n husbllnd nnd wlf.' ..hj(h tt.. .1.,..la,,1 I'll' ,n ItllI.t "III..' .111.." ,.... ,.'11 ,"Iflt III
daath ara fully ta.able .s trlln.far,.
S. Account. .stabllshed Jointly batwa.n nu.bllnd nnd wlf. ..or. Ihllll u". ".., ,".'" III .1...11, ."" ...11 "....hi.
6. ACcounts held by a dlle.dlllnt "in trust for" "nothar or nlh.,. ..,. 1,,,"111_ t'lll,
REPORTING INSTRUCTIONS
"ARI
IAXPAVLR RL5PON5L
1. BLOCK A - If tho infor.atlon and cOllputallon in H'II nllth. ..,. "."..1 ."1l1 "."0/11111'" .... .."I ".1"" 11-1..'10 III.n. ft' .....
1n block "A" of Part 1 of the "'a. pay.,. R.,pon_." ,.etlllll. ',Ill" "...,t'.' ...11' .,,1..,1 "'... _Ilh ''''II 11'.f~ In' th" ".0111" 0'
till( to tho Reglst.,. of Wills of the county IndIClII.d. Ill" III U.."", ,,,"1 III W....."". _III I..... <WI ,,'111;1..1 .........nl
(ForI! REY-lS4a EXI upon receipt of the ruturn frflll the .,.,,1".' lit WillI
Z. BLOCK B. If tho aUlIt spllclfllld on thll notlclI 'lilt 11..""' will h. ,.,,,,,,... ,,",, tot. 1,....1..,111 Ih" ".""''11'''''"111 Iflll.flt,UI,o
Tax R.turn ,llIld by tho dacodent's rllprlllont"tlvlI, ,'Iftc. "" ..... 111 IIIIII~ ..... ", 1''''1 I "I I". "t........,., ".""111'." ..clhm. Sign one
copy IInd return to tha PI. Dopart.ont of Jla1lllnUO, Ih.r.""l1f 11l111", 1110".1 I".." fl.,. I .1I0toOl, Ih,,, I 'hll'". I'I. 111,'1\0"01 In Iho
envelopa provided.
3. f,LOCIC C. If the n..tlre Jnfcr::atlon Is Incorr.cl IInd/f" 11.,tlll.lllI'" "'0 "ot"" ,1"'_.,1, fh.,~ hlnf~ "C" "lief ,o",II.I,t IIMt. 1 ..nil!
,.ccord!r.(O to ."C! l"slr-ur.llon, b.l"w "Ion t.m ..-nlll.I .t'." '"h_I' "... ..ltll"'" .h." 1,1t fill' """II"t H' t". """''''111_ In 'h. ~~,.h'_r
of Will' of Ihe county Indicated, fhe PI. O.p"r",.nl 0' Q.".IIU. "iii "'H. ",,"11ld,,1 ,,,uu"...1 lieu. IIIV.!'"..' UlI upon r.c.lpt
of the return fro. the Jleglster of Will,.
TAX RETURN - PART
2
I AX COMI'U r A II Oil
LINE
1. Entar the data the account orJglnal1y Wl!ll o.t"blhh.a or Illhll In Ih. ..nfl.' ..'1111111 ,,111111. IIf "nlh.
NOIE: For a dacedant dying aft.r IUIUaZ: Accountl ..'II,h 'h. dO'.II.nt l'ul In Jolnl ".....1 ..Itltln ""e III ..,..t of duth IIr.
taxable fully as tran,f.rs, tlo..aver. th.,. I. .." ..du'hlll nnt tll ."...1 U,OOO ,.., I".",hr.. '.gMdlo.. of Ih. vlllue of
the account or the nuebar of accounls hald.
If a double astarlsk I..) appears bafora your fl,.1 ,,,,.. In the ttllclr... 1111'11"" ,,' Ihh noli'., tho 11,000 a.clu.lon
alrudy has be.n daducted fro. Iha account b.lftnc. ft. '.po,t.11 II., the '1"~cl.1 In,lltullon.
Z. Enhr tha total balance of the account Including lnlo,..t .cc,u.d 10 tr,o IhltO 01 d..lh.
3. The pe'cent of tha account that II tauble lor .ach ,u,vlvor h dol.'.ln.d ..s fnlln"'1
A, The p.tcent t.xable fa, Joint ane" a.tabllshod .or. Ih.n nn. y..' 'lrln' 10 th. d.,.d..nl'. d."th:
1 DIVIDED BY TOTAL NUHBER OF
JOINT OWNERS
EMa.ple: A joint 8s.et rogl.l.red
DIVIDED BY 10"'1 HUlt8.N 01 100 . 'I(NCIHI "'U81l
SUNVlvl~G JOINI OWHIP~
In th.. n.... of Ih. dac."ant fInd t..o nth.' f1."onl.
I DIVIDED BY 1 (JOINI OWNERS) DIVIDED BY Z ISURVIVORSI . .111' II 100
1..1'1. ,"U8IE IDA LACH SUJlVIVOAI
B. The parClnt taxable for a..ots cr"lIlad within on. ,.., of the ".c.".n", d..lh 0' auounh o..nOd by thl d.e.d.nl but h.ld
Jn trust for another IndlvldualCsJ 1"1.1&1 bana'lchrl..JI
1 DIVIDED BY TOTAL NUHBER or SURVlvlNC JOIHI
OWNERS OR IRUSI BENErlCIAJlJlS
II 100
PIJl((HI 'UUIl
EMa.ple: Joint account ,eglsla'ed In Iho na.. 0' Iho ".ndonl and 10.0 oll'.r I,.,.on. Md ..tablhh.d wllhln on. y.ar of dealh by
the daud.nt.
I DIVIDED BY Z (SURVIVORS) . .!iO II I 00 ..O~ 11 UAlIl , ON I AW SUNY IYOR I
to. Tha a.ount Subject to tax (line tol I, cJatorllln.d hy .ultllll,lng the "ccounl 1I"I"ne. Illn. 11 by tha p.re.nt taxllblo (1lna ]),
S. Enter the tol81 of tha dab" and cl.ducllon' Ihhd In fl.rt "
b. Ine a.ount l...aD,Ie Illna b, I' uo,.,.,n.o lJ, ....n11'''III''~ '''.11..11.. "1l.J 111111>'1.111111' 111114." Iro_ 11111 "..ounl SUClJO" to 11111 .'H,e ..,.
1, Ente,. the approprlale tall ral.. (1In. 11 a. lI..t.,.ln.tl holo...
A, For Lllhs of d.ath occurrinG "ftar b/l0/"", Ih. I". ,..111, 'or tr"nsfo,. to I'IOUUS M. ". folio...:
J. Datu of dlllth on or afte' 111/1)" IIml h.fo'. 1/1/'1\ ,,'. t,,'O II -'~.
Z. Datos of dllath on 0' "fta, 1/1/1)\ tr"",f.,, to \I'nu.., will h. h..d "I 0;( III. ,,.t..
Notel For d8h, of dealh p,lor 10111/1)10 trlll1\I." 10 \111111'.. m. t...nltl. "I bO(.
B. Transfars to lineal de.c.ndtlnt. Includlll" fnlh." "oth.', '''''' IltllI'llIt.r, ur"ntlchlldr.n, ,on-ln"lllw.
daughter-In-law, stepchild .nd thol, ,"". are la."lllll .11 II. 1'lIrc.nt 11l~1.
C, Transfers to all oth.rs Including brOlh.r, \IIh,. Witt.. ..unl, "1I"h.w "nd nl.c. lit. '''.''bl. 1\1 Ilfhon pa,c.nt ll~i:),
D, 11 you 'henge the ta. rato, pl.... ,poclfy ..ou, ,.lIIllon'hlll to Ih.lI.cod.nl In Iha 1I'.a provld.d.
a. Tha a.ount of tax due lllne 8J Is II.t.'.II..,1 IIv OIulthlhln" Ih. ".oUIlI '''.nlllo lllnll bl by lho In. ralll lllno II,
CLAIMEO DEDUCTIONS - PART
5
DEBTS ANO DEDUCTIONS CLAIMED
Allowable d.bls and d.ductlon. are d.I.,.,lnoll "I 'oil".."
A, You I.gally i'I'. 'e,pon,lhl. '0' 11","0"'. IIr tit. .""to ,uIIJ.l.t t" "t1.lnl~I'"llon by "fla'~onal rapro.antatlv. Is ln~ufllclent
to plly Ih. d.ducl Iblo ItuI,
B. You aclllally p"ld Ihe dobt, IIII.r 11."lh "' Il,. d.L..l.n' <1l1d .IIn 'u,nl,h 'If 00' ". fI"v..nl.
C. O.bls being Clllllll.a IIIu,1 be 11..11811 '"lh 1111'..'1 ,. If ,,,Idltlun,,1 'II"C. I, n..d.d, Il,a plllln f1"por , In" . II", Proof 0'
pay...nt .ay bo 'oquo,lod hy the JlA 11.11'" '...nl of .,......"..,
TAXPAYER ASSISTANCE
IF YOU IlEED FURTHER ItlFORMATlotl OR ASSISTANCE, CONTACT AIlV
REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL TIlE BU'lEAU OF IIlDIVIOUAL TAXES. TAXPAYER INQUIRV ulln IN
HARRISBURG AT (717) 787-8327, TOO' (717) 772-2252 (HEARING IMPAIRED ONLY)
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8/2~ 1;;189 ~lkl'b--~ ~#fJ. /00. 00
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g Y1 1.;>.9~ :::r~ p,.d ~ ~ 10.,;3
9 0,/10 (;1.93 flhJ, ~~~~ /7.S(,.
;0 '1/17 /;).'14 )/~~ ~~ Cj g. c9c
;1 to/Jot! (J,..QS PY'p.eh ~. .
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-(oiJ $ ti 011(,55
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Re:
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ACJJ OJ (p I t./ 8't B 1
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1287
IRENE M. MYERS
ONE WEST PENN, APr. 202 /J ,
" CARUSLE, PA, 17013 ~t2() K 6O-m
, ::''':f.<~gjJi -rhJJ~ -~': 37.'" ",..
i ::>>0';;; " ~I I 'A ~B7
; -'I} ~~ ~ DOLLARS
. F^r~m ;e~~Fo::ard!
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\
IRENE M. MYERS
ONE WEST PENN. APT, 202
CARLISLE, PA, 17013
, ' . 12 a.~: I
,..l \ . _,I',.
..,~'/ ,61>-'72'
19' t,...'...'-.
, .", 313.<
I $ 50.!
~.._DOLLARS
Fifty Forward!
4cp.; 1, ~~ /J'IM '!"
~ ~sooOt
......'...
,"
IRENE M, MYERS
ONE WEST PENN. APT, 202
CARLISLE, PA, 17013
1285
tkg-.-!...1--19_9.t._
I $ ///,ft
~..of DOLLARS
60...&72
3i3
PAY TO THE AJ . II I J.f) .
ORDEROF_(JPJ:tl...-~
l!oLeJJn~ Ilh~~
F^r~m
Il.L ".....u..-,~
"""'_ .' 0 ~,.
1:0 1.:101.1201: II'SI\l2~~!;111'
Fifty Forward!
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D NO. AA
146965 COMMONWEALTH OF PENNSYLVANIA
DI'ARTMINT 0' RIVINUI
OFFICIAL IIECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
1fY.116I111"''''
RECEIVED FROM:
ACN
ASSESSMENT P:'
CONTROL iii
NUMBER
&
AMOUNT
BETTY J SGRIGNOLI
C/O MYERS
1 W PENN ST APT 202
CARLISLE, PA 17013
101
104.47
ESTATE INFORMATION:
~ filE NUMBER
g 21-1996-0939
!t NAME OF DECEDENT IlAST)
1;1 MYERS IRENE M
~ DATE OF PAYMENT
Iii 11/20/96
EJ POSTMARK DATE
COUNTY
SSN 197-211-4857
(FIRST) (MI)
~ ABLE TO REJ\O
CUMBERLAND
DATE OF DEATH
08/04/96
REMARKS BETTY ,1 SGR I GNOL I
CIO MEYERS
SEAL CHECKII 300
m TOTAL AMOUNT PAID
S64.47
00
, '
( '"
RECEIVED BY //'" j
I, /'
" ( ./ I.' ,. .i:)'/
. S1GNArURf:/ '
MARY C, LEWIS ,/' /; , ,
REGISTER OF WILLS
REGISTER OF WILLS
- - - - - -- - -.- -.. --- ~-_. '---- ,-. ~- -.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
-J
I .) /., i - ,.J
I 'OA OATIS 0' DIATHAr:a 1213"91 CHICK HIA
.. A SPOUSAL _
!'.ovl~n CAlDIUS_~~IMII!..LL_._ ___
PILI NUMIIA
21 96 0939
cout:lTV COD! V!A~ NUMB~
O((Iown (O",'UI( AOOltU
COMMONW("UH Of PfNN!lYIVAN,,,
OlPAR1MfN1Of R(V(HU(
Of" 2110bOI
HAIRISIURO, PA 111:180601
OfC(O(N 'l HAM( liAS', 'I'U. AtW M10DIlINltlAll
Jt1 Y E R. :LJJ1f:. N..E...-1J1,
lOCIA' UCU'ITl t4UMIU DAII OJ 01 Alii
'.:1 ~ J...{- F S"7 't 'jJ9t.,.
1" '''11('''111 'v'.,v'l'+G vouu ',,,....In..'1 ','~I '''0'''0011 ",'1'.11 !tOCIAI !lieu..', 14UMI1I
IJtI
o 1. Original Return
o 4. limil.d Eslate 0 40. Future Inte'.1I Compromit.
(for dote. of death oh., 12.12.82)
!Xl 6. Oeced,nt Died r.s'ote 0 7. Decedent Maintained a living Trusl
(Alloch copy a' WHI) (Alloch copy a' Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAM( CQM'UU MAIUNG AOOIUS
~
is
lil
lrl
'"
ONE WEST PENN ST
CARLISLE PA 17013
Coo., CUMBERLAND
AMOUtH _(((lvID ISH IrnUUCIIOf~SJ
o 2. Supplem.nlal R.lurn
HANOVER CARLISLE PA 17013
FEB. 25.1~
o J, R.maind.r R.lurn
(far dOl II 01 d.alh prior 10 12.1J.82
o 5, F.d.ral E.lol. Tax R.turn Required
Q 8, T 0101 Numb.r of Safe O.po.it 8axII
1799 TRIND~rlW
L- -- .
CARLISLE PA 17013:;
__:0
-:"")
,~
"'z
Ww
"0
"z
8~
MACK YOHN
IIU'HON( NUM'ER
(I)
121
13 )
( 4)
( 5 I --3..o3J~
/"1
rn
N
~J
,-
"
(,j -"
W
( 8) 3098
z
o
;:
:5
::>
...
G:
c
....
w
..
1. Real ElIole (Schedul. AI
2, Sloch and Bond. (Schedul. BI
3. Clo..ly Held Stock/Partnership Inlerllt (Schedule q
4, Martgage. and Notll Receivable ISchedule 01
5. Ca.h. Bank Depo.ill & Mi.cellan.ou. Personal Properly
ISchedule EI
6, Jointly Own.d Property (Schedul. FI
7. Tron.'e" (Schedule GIISchedul. LJ
8. Total Grall A..ell (Iolallin.. 1.71
9. Funeral Exp.n.... Administralive Costs, Miscellaneous
Expen..s (Sch.dul. H)
10, Debts, Mortgage liobililies, liens ISchedule I)
11. Tolal Deductions (10101 linll 9 & 10)
12. Net Value of Estole (line 8 minus line 111
13. Charitable and Governmental Bequllts ISchedule J)
14. N., Value Subject to Tax (line 12 minus line 13)
15. Spousal Transfers Ifor dale. of death aher 6.30.9.41
See Instructions for Ar,plicoble P.rcentoge on R.....,..
Sid.. Ilnclude values rom Schedul. K or Schedule M.J
16. Amount of line 1.4 laxable at 6% ral.
Ilnclude values From Sch.dule K or Schedule M,I
17. Amount of line 14 laxabl. ot 15% role
Ilnclude values from Schedule K or Schedule M.I
18. Principal tax due (Add lax from lines 15. 16 and 17.)
19. Credits Spousal Poverty Credil Prior Paymenll
+ $J5.<1 <I 7
( 6)
171
(9 )
3816.74
(10)
(III
(121
(131
(14)
38164.74
nOli
(151
(16)
(17)
)(._=
x ,06 =
x ,15 =
(181
Discount
Interest
+
64.47
64.47
20. If line 19 is greal.r Ihon line 18, .nler the difference on line 20. This is Ihe OVERPAYMENT.
Ell iJ all :r:r.I"',I>I''''.'IoI'......"I.lIILUII.h .'.'o.lrrr:T:1r.'f "'l'I'I.'l'J:-JI~'JIJ['111
(19)
(20)
21. If line 18 is greater rhan line 19, enl.r Ihe difference on line 21. This is the TAX DUE.
A. Enler the inlerest on Ihe balonce due on line 21 A.
B. Enler the total of line 21 and 21 A on line 21 B. Thi. is Ihe BALANCE DUE.
Make Chick Payabll '0: Regll'., of Willi, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under p.nalties of perjury. I declare that I ha.... examined Ihis rei urn, including accompanying schedules and slalemenlS. and 10 Ih. besl of my knowledge ond b.lief,
tis tru., correct and complere. I declar. that all r.al eslale has been reportea ollrue markel value. Declaralion of prepor.r olher Ihan Ih. personal reprelentati...e il
Dosed on all inFormalion of which prepar.r has any knowledge.
;/ONA," 0' "PON '" ON)"" '0' ""NO mU'Nn ADD"" OAl' ,J ,/-'
/I., tlMz. vf1..--, 1I',j'<-7 t."t: ' ~<;:~ I ) G'J J - <";).J f ~ ~ J t..! )
SIGNAl IE Of 'IE' I OTHER THAN IEPRUfNI"'''v( AOOIE!lS OAT( I
(211
(21AI
(21BI
I(VI)IIU.I''''
. ~ :~~.
"..V,.l.oC\
.. .liC'u.
COMMONWUUH Of 'INN~'f'lVANIA
INHUIfANCI fU UIU.N
.UIOfNl DfCIOINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
,"
Plio" Prln' or TvP"
ITEM
NUMBER
A. Funoral ExPln...:
DESCRIPTION
AMOUNT
1.
MONAHAN FUNERAL HOME
FUNERAL LUNCH
$3406
$175
B.
Admlnl.'ratlvl Co.,.,
1,
Pe..onal Represenlotive Commissions
Social seeurity Number 01 Pe.."nal Ropresenlative:
Vear Commissions paid
2. Allorney Fees
3.
Family Exemption
Claimant
Address 01 Claimant at deeedenl's death
Street Address
Relalionship
City
4. Probale Fees
C. MI.clllanlou. ExPln...:
1. WEDDING GIFT
2. PERSONAL TAX
3. FINAL PHONE BILL
4, FINAL ELECTRIC BILL
5. FLOWERS
6.
7,
8.
State Zip Code
$100
$ r.I.90
$ 10,23
$ 17,56
$ 98,05
TOTAL (Also enter on line 9, Recapitulation) 5
(If mar. .pac. I. n..dld, In.lrt additional .h.... a, .aml size.)
I.'" ItO.... 11111
.-
~j~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.ol. Print or Typ.
filE NUMBER
COMMONWf"'UH O' 'fNNSYlVANIA
INHllnANCI 'AX 'ITUIN
.ISIOIN' OICIOIN'
ESTATE Of
MYRR!'; TRRNR
IAII ptope,ty lolntly.ewn,d with ,h, RIghi of Survlvonhlp mUll b, dlutoled on Schedule '1
21
96
0939
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
CHECKING ACCOUNT
JOINT WITH BETTY SGRIGNOL
$ 3096
TOTAL (AlIa .nl.r on lin. 5, R.co ilulolion) S
3096
(Attach additionaI8V," x 11" shee" if more space is nllded.1
'.
/:)- I 'II-,~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
c-
*
~
BUREAU Of INDIVIDUAL TAKES
u.€AI1AHC( fAX DIVISION
DtPt. ZlD601
tWfAISIURO. PA Inll.aUI
....16"" U' III.'"
J SGR I GNO L1
06-02-97
MYERS
08-04-96
21 96-0939
CUM8ERLAND
197-24-4857
96148989
Anount R.lllt bd
IRENE M
BETTV
C/O MVERS
1 W PENN ST
CARLISLE
APT 202
PA 17013-0000
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ......
-------------------.-.------------------------------------------------------------------------------------------
REV-I604 EX AFP (03-97)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLV HELD OR TRUST ASSETS --
DATE 06-02-97
ESTATE OF MVERS
IRENE
M DATE OF DEATH 08-04-96
COUNTV
CUMBERLAND
FILE NO, 21 96-0939
ADJUSTMENT BASED ON:
S.S/D,C, NO. 197-24-4857
ADMINISTRATIVE CORRECTION
JOINT DR TRUST ASSET INFORMATION
ACN
96148989
FINANCIAL INSTITUTION: FINANCIAL TRUST COMPANV
ACCOUNT NO, 521167
TVPE OF ACCOUNT, () SAVINGS (X) CHECKING ( ) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 04-01-75
Account Balance ,00 NOTEI TO INSURE PROPER CREDIT TO VOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax ,00 OF THIS NOTICE WITH VOUR TAX
Dabts and Deductions .00 PAVMENT TO THE REGISTER OF WILLS
Taxable Amount .00 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X ,06 MAKE CHECK OR MONEV ORDER PAVABLE
Tax Due ,00 TO: "REGISTER OF WILLS, AGENT,"
TAX CREDITS:
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE .00
INTEREST AND PEN, .00
TOTAL DUE
. If PAID AfTER THIS DATE, SEE REVERSE fDR CALCULATIDN Of ADDITIONAL INTEREST,
C If TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" CCRI,
YOU KAY BE DUE A REfUND, SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS,)
,
PAYHEMTI
D,tach tM top portion of this NotlCI and sub.lt wllh your paY."" lI.d. pllyable to the "aM and addr."
printed on the rav.r.. .Ida.
__ .... cheCk Dr aoney ordar payable tOI REGISTER Of WILLS, AGENT.
REFUND (eA" A r.fund of II tax cr.dlt, which wa. not raqua.tad on the ,.. R.turn, ..y ba r.que.tld by co~l.tlng en
"application for R.fund of Pennsylvania lnn-rltBftCI and Est,ta Ta." (REY-I!l]). Applications .r. avallabl. at
~ OfficI of t~ Ragl.t.r of Willi, eny 01 the 23 R.v~ DIstrict Offlc.. or fr~ thl Dlpa,ta.,,'.' Z~.hour
Bnswerlng ..rvlel ~.r. for for.. orderlngs In Penn.ylvanla 1-8DD-16Z-ZD5D, out,lda pennsylvania
end within local Harrl'burg .r.. (717) 787-8D94, TOOl (117) 71Z-ZZSZ (H..rlng t~.lr.d only).
REPLY Tal Que,llons rlgardlng .rror. contained on thl_ notlc. should ba IIddr"clld t01 PA Dlpart.."t of R.v.nue, &ur.eu
of Indlvldu.l T...', ATTN: Po.t A......ent R.vl.w unit, a.pt. ZID6Dl, H.rrl.burg, PA 171ZI.D601, Phon.
(717) 787"6505.
OISCOlICTs
If eny tax due I. paid within thr" (1) calendar eanth. .ft.r the d.c.d.nt.. death, a flv. p.rcent (5X) dl.count
of the tax p.ld It aUowed.
PENALTV:
The ISX tax .-n..ty non.partlclpatlon penalty I. co~t.d an the total of the ta. and Int.ra.t .......d, and not
p.ld bafor. Janu.ry la, 1996, the flr.t d.y aft.~ the and of the tax a.n..ty p.rlod.
INTEREST:
Int.r..t I. charged b.glnnlng with flr.t day of dallnquency or nln. (9) aonth. and on. (I) d.y 'roe the data of
death to the data of ply.ant. Ta.a. which bac". d.llnqu.nt b.fora January I, 1,IZ baar Int.ra.t .t tha r.t. of
.1. (6X) percent par ~ calculatad at a dally rate of .00DI64. All ta.e. which blca.. delinquent on and aftar
January 1, 19aZ will be.r Int.r..t .t . rate which will vary fro. calendar y.ar to celendar y..r with that rate
ennouncad by the PA aapart.ant of Ravenu.. The appllcabl. Int.re.t rata. for 198Z through 1997 ara:
Vear Inter..t Rat. Oallv Int.re.t Factor Vaar Inter..t Rat. oally Intera.t Facto~
198Z lOX .DDD5U 1981 OX .DOOZU
1981 16% .DODUa 198a.1991 IU .0DOSOl
1984 llX .000101 199Z oX .DODZU
1985 nx .0001S6 1991.1994 71C .DODI9Z
1916 lOX .000l74 1995.1997 OX .00DZ47
--Inter..t I. calculatad a. follow"
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hatle. I..ued aftar tha t.x becoa.' delinquent will r.flact ~ Int.r..t calculation to flftaen (15) day.
b.Yond the data of thl a..a..eant. If payaant I. .ade .ftar thl Intere.t coaputatlon data ahown on the
Motlc., IMidltlonel Inter..t ....st be calculeted.
" IIV,I.101If\.1I1
,,~}I'~
..:I'fth
COMMONWEALTH Of PENNSYlVANIA
DEPARTMENT OF REVENUE
BURIAU 0' INDIVIDUAL TAXES
DEPT. 280601
HARRISIURO. PA 17128.0601
DE'EDENT'S NA~) . '-~ ,_;-
."_ Zf./I..L..
.-
INHERITANCE TAX
EXPLANATION
OF CHANGES
SCHEDULE
ITEM
NO.
ACN
EXPLANATION OF CHANGES
Abovo-referenced AC!I(e) are being adjusted to reflect zero tax due since
they have been reported on the probate return.
.
'. ii/ J1J(
'j
I;
\ ?" / r/i.
TAX EXAMINER, yL:Llij-::-. II..!.! ':...,..' _______...._._____ PAGE
-',
..-" .
......
/j:/'I/-3
BUREAU OF INOIVIOUAL TAXES
INHERitANCe 'AX DIVISION
O{p,. zaoc.OI
tlARRUIURC. PA 11I11'OhOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
('..
/*
NOTICE OF INItERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
1I'.Lhl II &I, 111.'"
MACK YOHN
1799 TRINDLE RD
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-09-97
MYERS
08-04-96
21 96-0939
CUMBERLA!lD
101
M
IRENE
PA 17013
Anount Renitted
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 ~
iiiv: is'4i " EiC"Fji"i oi":ij'fj "iiiificEnOF" YNHEiiii'iiil-crfA' ir'A-ppiiiiisEHENT",-""Li."OWANCE-iili---n--------uu
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF MYERS IRENE M FILE NO. 21 96-0939 ACN 101 DATE 06-09-97
TAK RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASEn ON: ORIGINAL RETURN
1. R..l Estat. ISchodul. A) 111
2. stock. and Bonds (Schadule 8) (21
3. Clo.aly Held stock/Partnership Intere.t CSchedule C) 131
4. Hortg.ges/Nota. Receivable CSchedule DI 14)
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) 15)
6. Jointly Owned Property (Schedule F) C&)
7. Trensfers ISchedule G) C71
8. Total A.let.
) CNANGED
.00
.00
.00
.00
3.098.00
.00
.00
181
NOTE: To insure proper
cr~dit to your eccount,
subnit the upper portion
of this forft with your
tal( paynent.
3.098.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral El(pense./Adn. Cost./Hisc. Expense. CSchedule H) 19)
10. Debt./Hortgage Liabilities/Liens (Schedule I) 110)
11. Total Deductions
12. Het V.lu. of Tax R.turn
13. Charitabl./Governnental B.quest. CSchedule J)
14. N.t Value of Est.t. Subject to Tax
3,816.74
.00
1111
112)
113)
114)
~.RI6 74
718.74-
.00
718.74-
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lin. 14 at Spousal rat. (15)
16. Anount of Line 14 tal(.ble at Line.l/Class A rate (16)
17. Anount of Line 14 tax.ble at Collateral/CIa.. 8 rate 1\7)
18. Principal Tax Due
NOTE:
.00 X .00=
.00 X .06=
.00 X .15=
1181
.00
.00
.00
.00
TAX CREDITS:
PAYHENT
DATE
11-20-96
06-02-97
DISCOUNT 1+)
INTEREST/PEN PAID 1-)
.00
.00
RECEIPT
NUHBER
AA146965
REFUND
AHOUNT PAID
64.47
64.47-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TNAN tl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS.l
)
..,
'..JCi
RESERVAtiON: Eltat.. 01 dlCldents dying on or before Dlc..bet 11, 1912 -- If any future Int.rl.t In thl ..tat. II t,ansf.rred
In Po.....lon or enJoy..nt to cta'l a (coll,'.r,11 blnl,lcl.rl.. of thl dlcld.nt .ft.r thl IMPIt.tlon of any I.tet. for
llf. or for y..r., thl Co..onM,.lth hlt.by I.pr.'.ly t...tv.. thl right to apprals. and .,.... tran,f.r Inharltance 'aM"
at thl lawful CI... a (colletarall t.t. on any such future Int.r..t.
PURPOSE OF
NOnCEz To fulfill thl requir...nt. of Slctlon ZUO 0' tM Inherltene. and Eltat. ra. Act, Act 21 of 1995. e72 P.S.
Slctlon 914DI,
paYH[Ntl D,tach thl top portion of thl, Hot leI and lubelt with your pay..nt to thl RIgilte, of willi prInted on thl t'V.t'l .Ida.
"Hakl ChIck or .onlY order payable tOI REGISTER OF MILLS, AGENT
REfUND CeR): , re'und 0' a ta. cr.dlt, which was not r.qu.st.d on the Ta. R.turn. .ay b. r.qu'ltad by co.pl.tlng an ~Appllc.tlon
for R.fund of P.nnsylvanla Inh.rltanca and Estata tax- IREV-l111). Applications are avallabla at the Dfflc.
of the Raglst.r of Willi. any a' the 23 Rav.nu. District O'flc.., or by calling the IP.clal Z~.hour
anlw.rlng ..rvlc. nu_b.rl 'or 'or.s ordlrlngl In P.nnsylvanla 1-800-16Z-2050, out.ld. P.nnlylvanla and
within local Harrllburg area (717) 717.8094. TOD' (111) 71Z.Z252 IH.arlng Ilpalr'd Only).
OBJECTIONS I Any party In Int.r..t not .atls,l.d with the appral....nt. allowanc. or dlsalloManc. of dlductlon., or a..all..nt
of tax 1 Including discount or Intlr.stl a. .hown on thll Notice 'Ult object Mlthln sixty (60) day. of r.calpt of
thlt Notice by:
..Mrltt.n prot..t to the PI n.part.ent of R.v.nu.. Board a' App.al., Dept. ZIIOZ1. Harrl.burg. PA 17IZI-1021. OR
.-.I.ctlon to hava the .att.r deteralned .t audit of the .ccount of the p.rsonal r.pr...ntatlv., OR
..appa.1 to the Orphanl' Court.
AOHIN
ISTRAtlVE
CORRECtiONS I
F.ctual .rrorl dllcov.r.d an thl. a..a..aant should b. addr.ss.d In Mrltlng tOt PA n.p.rtl.nt of R.vanu.,
Bur.au of Individual Ta.as, ITtNI Po.t '..es..ant Ravl.w Unit, Oapt. Z80601. HarriSburg, PA 11128.0601
Phon. (717) 717.6505. SI' page 5 of tha bookl.t -Instruction. for Inharltanca Tax R.turn far a R..ld.nt
O.cadent- IREV.1501) for an ..pl.n.tlon of adllnl.tratlv.ly corr.ctabl. .rror..
DISCOUNT,
If any tl. due I. paid within thr.. el) calendar .anth. .ft.r the d.c.d.nt'. d..th. a 'Iv. p.rc.nt 15~) discount 0'
the tax paid I. alloM.d.
PENALlY I
Th. 15~ ta. a~..ty non.partlclpatlon p.nalty I. cOlput.d on the total 0' the tax and Int.r..t a......d, end not
p.ld b.for. January 18. 1996, the flrlt day .ft.r the .nd of the t.. a~..tv parlod. thl. non-partiCipation
p.nalty I. appaalabl. In the sa.. .anner and In the the .... tl.. parlod a. YOU would app.al the t.. and Intera.t
th.t ha. b..n a......d .. Indlcatad on thll notice.
INtEREST 1
Intar..t I. chargad b.glnnlnG with flr.t day of d.llnqu.ncy, or nln. 191 .onth. and on. (I) day fro. the data of
da.th, to the d.t. of pay..nt. Ta... which b.ca.. d.llnqu.nt b.for. January 1, 191Z b..r Int.r..t .t the r.t. 0'
.1. 16~) Plrc.nt plr annul c.lculat.d at a dally rat. of .000164. All t.... which blca.. delinquent on end aflar
Janulry 1, 1982 will b.ar Int.r..t at a rat. which will vary frol cal.ndar y.ar to cal.ndar yaar with that r.t.
announcld by the PA n.p.rtaant of R.venu.. the applicable Inter..t rata. for 1'82 through 1991 ar'l
!!!! Int.r..t Rate nally Inter..t FactaI' !!!! Int.re.t Rat. Dlllly Internt Factor
1982 'OX .DOn~1 1917 .~ .DODZU
1911 16:< .DDDUI 1911-1991 Ill/:: .000301
1914 11~ .000101 1992 .~ .000241
1915 In .000156 1991-199~ 7~ .000192
1916 IU .00027~ 1995.1997 .~ .0002~7
ulnt.rnl Is calculat.d .. falloM'1
INTEREST = BALANCE OF TAX UNPAID X NU"BER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-&ny Notlc. Is.u.d aft.r the ta. baeD..' d.llnquent will r.fl.ct an int.r.st calculation to flft..n (151 days
b.yond the data of the ........nt. If pay..nt is aad. aft.r the Intar..t ca~t.tlon data shown on the
Notlc.. additional Int.r..t aust ba calculated.
15-./'I1.....-{
COMHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
e..
,*'
BUREAU OF INDIVIDUAL TAKES
INHlAIUHC[ lAIC DlvlSl0~
DCPT. 110hOl
UIRRISIURC, PA 11111'01lO1
III.HUIII" III.".
MACK YOHN
1799 TRINOLE RD
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-09-97
MYERS
08"04"96
21 96-0939
CUMBERLAND
101
IRENE
Anount Re..itted
PA 17013
HAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subnit the upper portion of this forll with your tax pay~.nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rify: i6iii"Eif""Fji"ioi":ij7i"" "--""..ii-i NttERiirA'NCif-i'AX--ST iiiEHE-Ni'"O"F"AC"COUNi--."..""--""-""""-"""-""""-
ESTATE OF MYERS IRENE M FILE NO. 21 96"0939 ACN 101 DATE 06"09"97
TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN TNE NAHED ESTATE. SHOWN BELDW
IS A SUHHARY DF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHEHTS, TNE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIDURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-02-97
PRINCIPAL TAX DUE, .00
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
11-20-96
06"02-97
RECEIPT
NUMBER
AA146965
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
64.47
64.47-
AMOUNT PAID
TOTAL TAX CREDIT
.00
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER TNIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TNAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. )
M
.00
.00
.00
,:'J
PAYMENt:
,
aet.ch the to, portion 0' this Notice And sub.lt with your pay..nt .ad. pRyabl. to the n... Rnd addr...
prlnt.d on ~~. re~erl' side.
..; '.-'
I;;' ,-:.
If AESIDENt DECEOfMHake check or .onay order payable to: REGISTER OF WILLS, AGENT.
If NON-AESIDENt DECEDENt .aka chack or aon.y order payabla to: COHHONWEALTH OF PENNSYLVANIA.
AEFUND (CAI: A r.'und 0' . taM credit, which wa. not raquelt.d on the TeM A.turn, .ay b. requ'ltad bW coaplatlng an
"Appllcetlon 'or Ra'un~ 0' Penn.yl~anl. Inheritance and E,t.te TaM" (REV-Illl). Application. ar. av.llable at
the Dfflce of the Raghter of Will" any of the Zl Aevenue District Dfflces or fro. the Depart..n", Z4-hour
an.werlng s.rvlca nuabers 'or 'or.s ordarlng: In P.nnsylve"la 1-800-l6Z-Z0S0, outsld. P.nnswlvanla
and within local Uarrlsburg .raa (717) 181.ltl94, tDOt (111) 712-Z2S2 Ulearlng I.pelred onh).
AEPLV TO:
au..tlon. ragardlng errors conteln.d on this notlc. should b. addr....d tal PA n.part..nt of A.vlnu., auraau
0' Individual hili', AftN: Post hu....nt R.vl.w Unit. n.pt. 280601, Harrisburg, PA 11121-0601. phone
(111) 781-6S0S.
DISCOUNT:
l' anw teM dua Is paid within thr.e (l) calendar .onth. eft.r the dac.d.nt.. d.ath, a 'Ive perc.nt 1S~1 discount
of the ta. paid Is ellowed.
PENAL tV:
the IS~ ta. a~.stw non-participation penalty Is co.pul.d on the tot.1 of the teM and Inter'lt a......d, and not
p.ld before January II. 1996, the 'Irst day aft.r the .nd of the taM a.n..ty p.rlod.
INtEREST:
Int.r..t I. charg.d baglnnlng with flr.t d.y 0' dallnqu.ncy. or nln. (9) aonth. and one ell day froa the d.ta of
death, to the date 0' pay.ent. taMe. which b.ca.. delinquent bafor. January 1, 191Z baar Intara.t at the rata of
.1. (6X) parcant par annua celculatad at . dally rata of .000164. All te.I' which becaaa d.llnqu.nt on end aftar
January I, 1912 will baar Intera.t at a rat. which will very fro. calandar y..r to calandar yaar with that rata
announced by the PA Dapart.ent a' Rav.nue_ Tha appllc.ble Intere.t rat.. for 1982 through 1991 are:
V.ar Inter..t Rat. Dally Inter.st Factor
V.ar
Intarut Rate
Dally Int.r..t Factor
1982 2aX .000Sltl 1981 .% .000241
1915 16~ .000U8 1988-1991 lIX .000301
1984 llX ,OOnOI 199Z .% .000241
19U UX .0003S6 1993-1994 7% .00019Z
1916 lOX .00027. 1995-1991 .% .0aozlt1
u Interut Is calcuhtad o. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca I..u.d after the ta. b.ca... dellnqu.nt will raflect an Inte,..t calculation to ,Ift..n (IS) day.
bayond tha data 0' the ........nt. I' pay..nt I. e.d. aft.r the In'.r..' co.pu'atlon data .hown on the
Notlc., additional Inter..t .u.t b. calculatad.
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STATUS REPOR~DER RULE 6.12
Name of Decedent:~~fs~S TfEtJE ft1.
NUt hI/;).
Date of Death: ~ 4 ~
will No.fA #: ~/qlt>-Oq3c; Admin. No. 199t, - 00139
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the admini~~ration of the above-captioned estate:
1.
State whether administration of the estate is complete:
Yes.X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes X No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes)( No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
, ..
'-..' ..-j
Signa~ bLJJ.trRVlV
" I A C /( M. Vy 0 HN
Name (Please type or print)
l'Jtj'Q {l<1#1J4E ftJ.~j!A~hISlE
~'s /1/. ,')Q/:]
( 7nl .J.L/J ~S-~?O
Te l. No.
Date:~
;'..1
."
f..,k rr. c u '(o,e
Capacit.y: -X.-Personal Representative
Counsel for personal
representative
(MAH: rmflAM3)