HomeMy WebLinkAbout96-00995
PETITION "'OR GRANT OF LETTERS OF AIlMINISTRATION
E.I/ul,' ul Tim I.. I'ERSONS
ul.m klll)\\'1I "of
Nil. _~-96 - 'Lq!
'I'll:
Vt'Ct'us(.tl.
Regisler Ill' Wills fllr the
CIlUIlIY Ill' !;IIHIlERI.ANIl _ ill Ihe
Cllll1l11llllWeahh of I'ennsylvallin
Sudul S""/lril)' Nu. 511-18-2119
Thc pctitilln Ill' the undersigned respeelfully represems Ihat:
Your pelitioner(s), who islare 18 yenrs Ill' ngc or Illder, appIJ_'LI!_ fur lellers of ndll1illistrnlioll
n. 011 Ihc cstatc of
(d.h.II.: (l(lIllc:nlc IiiI.': durante uh\Cnlia; duranlt' milluritall')
thc ahovc dceedcllt.
Dceclldcnl was domicilcd nt denth in Cumberland County, Pennsylvanin, with
his lasl fnmilyorprineipalresidellccnl 36 N. Ilaltimore Avenue. Kt. Hollv Sl'rinll.s Ilorough
(Ii\1 \U~"CI. nllhll~l und 111\11,kil"alil)')
Dcccndcnl, then 74 yenrs of ngc, died -1\J!gyst 29
at Carlisle Hospital
_, 19.2L-,
Dcccndcnt at dcalh owncd properlY with cstimntcd valucs as folllows:
(If domicilcd inPn.) All pcrsonalpropcrty
(If not domiciled in,Pn.) I'crsonalpropcrlY in I'cnnsylvallin
(If nOI domicilcd in Pa.) Personalpropcrty in County
Valuc of rcal cstatc in Pennsylvania
situatcd as follows:
$ 25.000.00
$
$
$
PClitioncr_ aflcr n propcr scarch ha.l!..-. asccrlnincd thnt dcccdcntlcfl no will and was survivcd by
thc following spousc (if any) and hcirs:
Nnmc Rclnlionship Rcsidcncc
TERRY I. PER ON
806 Vlr~lnin Ave.
Front Ro al VA 22630
SANDRA K. SOI.AND
DAUGHTER
1555 East Busb Drive '107
Sierra Vista AZ 85635
THEREFORE, pctitioncr(,) rcspcctfully rcqucst(s) thc grant of ICllcrs of administration in lhc
approprintc form 10 lhe undclSigncd.
i (}4\ '~c6_
~3 ROGE(B\ IRWIN ES UIRE
~ ~ 60 Wes Pomfret Street
~~ Carlisle. PA 17013-3222
~~ (717)249-2353
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OATH 01: PERSONAL REIJRESENT A TIVE
"
COMMONWEAI,TH Q}<- IJENNSYI.V ANIA
COUNTY 01: GUHIIRRI.ANIl
} ss
The petitioncr(-) IIbovc.nnmed .wenr(s) or lI[firm(-) thllt the
stlltcments in Ihc forcgoing petition IIrc trUC nnd eorrcctto thc best
of thc knowlcdge IInd bclicf of pelitioner(s) and that a_ pcr_onal
rcprcscnlativc(s) of Ihc abovc deccdcnt pctitioncr(s) will wcll and
truly administcr thc cw,tc neeording to Inw.
Sworn to or affirmcd and subscribcd J
bcfore me Ihis "N day of
/J17 VI c: ~,~.~:be'~l' :.. (! 1\7,~~".1 I
. .;J , /-,:.""f; Register L
h.~1
RllG: 11.
CtL-
IRWIN. RSQIlIRR
No. 21-96- 995
Estate of
TEll I.. PERSONS
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW December 5 19~, in consideration of the pelition on
thc rcvcrse side hercof. satisfactory proof having bcen presentcd before mc,
IT IS DECREED that ROGER B. IRWIN. ESQUIRE
is/arc cntitlcd to Lettcrs of Adminislration, and in accord with such finding, Letters of Administration
arc hcrcby grantcd 10 ROGER B. IRWIN. ESQUIRE
in thc cstalc of TEll I.. PERSONS
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FEES
Lcttcrs of Administration ..... S 60.00
Short Ccrlincatcs( 2j .......... S 6,00
Rcnuncialion ................ S S. 00
.JGP S S.OO
TOTAL _ 576.00
Filcd p.1';r;!'tt.~F,~. .5..... .... A.D. 192.2-.
il~WIN. HCKl'~GlIr (, IIUGlIES
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ROcER)B, IRY1N. E5QUIRR ('06282)
-"
ATTORNEY (Sup. CI. 1.0. No.)
60 West Pomfret Street. Carlisle. Ph
AlJDRESS
(717)249-2353
I'HONE
GALLEIl ATTORNEY IlECEMIlER 6. 1996
"
21-1)6-1)95
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21-96-995
EfiNUNCIA TION
deceased.
In Re Estate of
Ted t.. l'eruonu
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned
children
of the above
decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
of Adminiutration
be issued to
Roger B. Irvin, Esquire
WITNESS
our
han!this
day of
,19li..
- \ ~ ci :\2.--..
Terry L. (Signature) Peruons
806 Virginia Avenue
Front Roval. VA 22630
(Address)
'/lJ!': r:tf_J K~{.;d Il~
andra K. (Signature Soland
1555 Eaut Busby Drive '107
Sierra Vista, AZ 85635
(Address)
r:::
(Signature)
(~ :I
(Address)
i_)()
CERTIFICATION OF NOTICE UNDER RULE 5.6(n)
Date of Death:
TED L. PERSONS
AUGUST 29.1996
Name of Decedent:
Estate No.:
21.96-995
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above.captioned estate on
December 18. 1996
~
Address
Teny L. Persons
Sandra K. Soland
806 Virginia Avenue: Front Roval. V A 22630
1555 East Busby Drive #107; Sierra Vista. AZ 85635
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none
Dale:
12/t8/96
/~1) 0. cL.
Signat.:re ;'
'.,
ffiWIN, McKNIGIIT & HUGHES
Nwne Ro.c'T n. '",;n ESQuire
Address 60 West Pomrret Street
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Carlisle PA 17013
Telephone 17171 249.2353
Copncity:
Personal Rcprescntlltive
x
COWlSeI ror Personal Rcp......'1ltlltive
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
5S:
u_RogcLJi,_ Irwin, ____ ____________________________
being duly swor!!_ _____ according to law, dopo.e. and says Ihal he _ is thc Administrn.tor___
______ ___ ______ of tho Estato of Ted I.. Persons
lale of __ t!l~_ !torough _o( Ht, 1I0liy Sl'r ings_._______ ___, Cumberland Counly, Pa., deceased and thot the
within is an invenlory made by ___.__R.Q!\~X..Jt'__II~___ _ ___ _ _ __, the soid Administrator
of Ihe entire eslale of said decedenl, consisting of all Ihe personal propdrly and real estale, except real estale ouhido
Ihe Commonwealth of Pennsylvania, and that Ihe ligures opposite each ilem of the Inventory repro sent it's fair value
as of the date of decedenl's dealh.
Sworn
and subscribed before me,
I;:
1997
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. L1' :) C~
Ruger II. iJ'1o'1n I~;,allK. Admin;'t,,'.,
(
60 Wcst Pomfret Street
Jecquellne L.: ~~....._,
Corllsle Born. eomOOritiridCJu Public
My Commission Exp/rosAug. 14, 'm99
Montlc<. ~AaoodoIIon cA NcAarlBI
Date of Doath 29
DIY
CarlisJ~~~7013
Addr...
08 96
Month
Vur
INSTRUCTIONS
I. An inyenlory musl bo filed within three monlhs after appoinlmenl of personal ropresenlatiye.
2. A supploment inyenlory must be filed wilhin Ihirty days of discoyery of additional a..oh.
3. Additional shooh may be a"ached as to parson ally or realty
4. Soe Article IV, Fiduciaries Act of 1949.
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.. REV.. iSOOEX .(7.14)
FILE NUMBER
FOR DATESOF DEATH AFTER 12/311111 CHECK HERE
IF A SPOUSAL
CAB
H P L
E P 0
C R C
KOK
P S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNlYCOoE
DECEDENT'S HAUE (LAST. FIRST. AND UIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Persons Ted L, 36 North Baltimore Avenue
SOCIALSECURITYNUMSER oAlEOFoEAlH oAlEOFBIRlH Mt, Holly Springs, PA 17065
511.18.2119 08/29/1996 12/14/1922
COM~P/i:t.~WWlllMIWa~ANIA
HARRISR5~t.~12;"~1
D
E
C
E
D
E
N
T
Coun
Cumberland
(IF APPLICABLE) SUAVIVINQ SPOUSE'S NAME(LAST ,FIRST AND MIDDLE INlflALI
SOCIAL SECURITY NUMBER
AMOUNT RECEIVEoISEE INSlRUClIONSI
0,00
X 1. Original Relurn
4. Limited ESlale
05.
o 8.
R
E
C
A
P
I
T
U
L
A
T
o
N
(9)
7 ,286.59
2. Supplemenlal Return
41. Future Interest Compromise
(lor deles of deeth eher 12.12.82)
o 8. Decedent Died TeSlate 0 7. Decedent Malnlalned a Living Trusl
(Anach co 01 Willi (Anach a co of Trust)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
2 ~ NAME COMPLETE M"'L1NO ADDRESS
R D Ro er B, Irwin Es uire IRWIN. McKNICIIT & HUGHES
~ ~ lELEPHONE NUMSER 60 West Pomfret Street
- T 717.249.2353 Carlisle PA 17013
1. Real ESlale (Schedule A) 1 None
2. Slacks and Bonds (SChedule B) (2) 24 ,767,13
3. Closely Held StocklPartnership Interast (Schedule C) (3) None
4. Mortgages and Noles Receivable (Schedule D) !4l None
5. Cash. Bank Deposits & Miscellaneous Personal Property (Sch. E) (5) 666,81
8. Jointly Owned Property (Schedule F) (6) None
7. Transfers (Schedule G) (Schedule L) (7) None
8. Tolal Gross Assets !lolal Lines 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts. Mortgage Llabllnies. Liens (Schedule I)
11. Total Deducllons hOlal Lines 9 & 10)
12. Nel Value of Estale (Line 8 minus Line 11)
13. Charitable and Governmenlal Bequests (Schedule J)
14. Net Value Sub ect 10 Tax (Lin. 12 minus Line 13)
15. Spousal T,ansfers (for dates of dealh aher 6-30.94)
Se. Instrucllons for Applicable Percenlage on page 2.
(Include values from Schedule K or Schedule M.)
16. Amounl 01 Line 14 laxabl. a16Y. rale
Unclude values from Schedule K or Schedule M.)
17. Amount of Line 14laxabla a115Y. rale
Unclude values Irom Schedul. K or Schedule M.)
18. Principal lax duo (Add lax from Lin. 15. 16 and 17.)
19. C'editslSp Poverty Prior Payments Discounl Inlerest
0.00+ 0,00 + 0,00 0.00
20. If Line 1915 grealer than Line 18. .nler the difference on Line 20, This is the OVERPAYMENT,
~ 0 Check hero II au Ire ,a uellln I relund 01 au' ave, I manL
21. II Lin. 181s greater Ihan Line 19. enter the difference on Line 21. This is Ihe TAX DUE.
A. Enler tho inlerest on tha balance duo on Line 21A.
B. Enler thelolal of Line 21 and 21A on Line 21B. This is the BALANCE DUE,
Mike Check PI Ible 10: Rille, 01 WIllI, A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE UND TO RECHECK MATH . .
.tpenatno perut)'o K r'l II lv.exam! t 'return, ncudng&<<omplnyngKhldlUnl tt.lementJ,.ndlothe sto my nowledgl.nd I" I I true,
c:orrect and complete. I deel'''1 that.1I ,ull.I.I, has been r.ported'l true mute' 'l/llue. OecllrlUon of pr'pif" olher thin the personal representative It b&sed on IUlnformatlon at
which ptlpl'" has.ny knowledgl.
SIGNAlURE OF PERSON RESPONSISLE FOR FILING RElURN Roger B. Irwin 0 TE
i /4 '3 c4..... ~P'tYi~'i/~'~f!'~'h~i.?!lJ:..........................
IRWIN, McKNICIIT & HUGHES
60 West Pomfret Street
cari"isi;;' 'pA""i 7iiij.................................
(10)
1.229,33
(15)
0.00 X
(16)
21.96.0995
YEAR
NUUBER
Remainder Relurn
(for dales 01 death prior to 12.13.82)
Federal ESlal. rex Relurn Required
TOlal Number of Sa'e Deposn Boxes
(8)
(11)
(12)
(13)
(14)
:
16,918.02 X .06:
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
0,00 X .1S:
(18)
(19)
(20)
(21)
(21A)
(21B)
25.433,94
8,515,92
16,918,02
None
16 918.02
0,00
1,015,08
0.00
1,015,08
0,00
0,00
1,015.08
0.00
1,015,08
Act '48 of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
.3% (,03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
.2% (002) wlll be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
.1% (001) wlll be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
· Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS,
YES NO
1. Old decedent make a transfer and:
L retalntheusearlncameaftheprapenytransferredo. . . . .. . . . . . . .. . .. . . .. . . " . . .. . . . . . . .
b. retain the right to designate who shall use the prapeny transferred Dr Its Income. . . . . . . . . . . . . . . . . . . . . .
c. retain a rev.rslonarylnleres1: or . . . . . . . . . . . . . ... . . . . . . . . . .. . . .. . . .. .. .. " . .. . .
d. rec.lv. the promise for I~e ole~h" payments. benefits or care? . . . . . . . . . . . . . . . . . . . . . . . 0 . . . . .
Z. If death occurred on or before Decemb" 12. 19820 did decedent within two years preceding death
transf.r property without receiving adequate consideration? If death occurred after December 12.
1982. did dec.dent transfer property within ene year of death without receiving adequate
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Old decedent own an 1n lrustla" bank account at his or her d.ath? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Vel 0'>1
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Copyright (el '99~ form soUw.r. onty CPSystems.lnc.
Form 1500 (ROY. 7.94)
x
x
x
x
x
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.. REV. IItZ EX. 11-11)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.... Print 01 T .
FILE NUMBER
21-96-0995
COMrN\l\1rrm~'V~~~r1YAH'A
ESTATE OF
Ted L. Persons SSO 511.18.2119 08/29/1996
ITEM
NUMBER
1
AMOUNT
46.03
DESCRIPTION
Philip D. Csrey MD. patient
1112939.1
2
Carlisle Imaging Assoc.,
patient 11203625
2.85
3
Carlisle Hospital, patient
112036259
854.00
4
Masland Assoc. Inc, patient
114070.1.1
6.45
5
Robert B. Wickard Siding
Contractor, balance due
320.00
TOTAL (Also .nler on Ii.. 10. R.ca ~ulalion)
(If mort sp.t. Is ...dod. Ins.rt additional shlolS of same slzo.)
Copyrtvhl (e) l~ tonnlOttwaro only CPSyslo....Inc.
S 1 229,33
Form 1500Schodolo t(R... 1.11)
,
,.
.
OCT-23-1996 10'30
.. IlllhbUl~II. 11..\ 1!\21\n
PNC Bf't1K elF
1'.001-'001
DeCadnnt Reporting
PNC Bank, N.A.
Tvo PNC Plaza, 33rd Floor
Pittsburgh, PA 15222
PNCBANK
October 23, 1996
Law Offices
Irwin, McKnight & Hughes
West Pomfret Professional Building
60 West Pomfret Street'
Carlisle, PA 17013-3222
RE: Estate of Ted L. Persons, Deceased
SSN: 511-18-2119
000: 08/29/96
Dear Mr. Irwin:
Please find the information you have requested listed below. Also,
please fax me a copy ot the deAth or short certificate at your
earliest convenience to 1-412-762-7149.
CHECKING ACCOUNT
.5140189573 Ted L. Persons or Betty H. Persons Established 04/01/69
000 Balance: $166.81 (Non-Interest Bearing)
Sincerely,
'/~~~
Lisa M. Mahoney
Decedent Reporting
1-800-762-1775 (*3)
TOTAL P.OOi
LEGG
MASON
~~I(~~R'i\ N~~
1I.;d';:: 1...J:.(~ fJ 'WI ~~ f.td'l
Logg Moson Wood Wolkor,/ncorpOrDlOd
64 South Pill Stroot Corlis/o, PA 170/3.3220
717.258.4363
N0V 20 199E
....,./'. .,'.
11'\:' .i',' <'i('t\~'I.," ,": , i.: . r-."
" ',. . ~." :tf:::....
M.mbft Nm rOt' Shld Cuhlng" Inc/M.mb" SIPC
November 19, 1996
Roger B. Irwin
Irwin McKnight & Hughes
West pomfret professional Buildings
60 West pomfret Street
Carlisle, PA 17013-3222
RE: Ted L. Persons Estate
Dear Roger,
As per your request, we have compiled the value of the above-mentioned
Estate, as of August 29, 1996:
Shares
security
Hiqh
40.875
Low
Mean
Extended Value
510
sprint corp.
40.250
40.563
$ 20,687.13
If I can be of further assistance, please let me know.
Sincerely,
Ul.tlCL-
Charles J. McKain
First Vice president
. '" ."
----. -
.....,., 11'''4/
185138 COMMONWEALTH OF PENNSYLVANIA
Dll'ARTMINT O' .IVINUI
OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
D NO. AA
RECEIVED fROM:
ROGER D IRWIN ESQUIRE
fJ ACN m
ASSESSMENr AMOUNT
CONTROL
NUMBER
"
101 'l,UIO.Utl
I
I
J-IOtDHII'
,
,
,
I
I
I
I
,
I
I
I
,
,
60 WEST POMFRET STREET
CARLISLE. PA 17013
ICHDHllf
SSN 511-18-2119
(fiRST) (MI)
REMARKS
SEAL
ROGER B IRWIN
C/O ROGER B IRWIN ESQUIRE
CHECK.. 11596
m TOTAL AMOUNT PAID
REGISTER OF WILLS
RECEIVED BY />./..-r.
/GNAI' .'
MARY C. LE 's ..//.C'v.... A~;#
REGISTER OF WILLS ,7
$1.015.08
VZ
_....- ..-.. --~
"
__. t
,
-" ~-'
. ..---:'.....
--
1!1"II/5-'!
BUREAU OF INDIVIDUAL TAMES
IHltUlIlHC[ lAX DIVISION
DIPr.l10601
tlAIIAISIUNC, Pi lilli-altai
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INItERITANCE TAM
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF UEDUCTIONS AND ASSESSNENI OF TAM
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I'
05-05'97
PERSONS
OB.29'96
21 96'0995
CUMBERLANO
101
Anount Renlttad
c~
*'
11'.1"'11 &1'111.91.
TEO
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiE"v:i5Cjj" EiCAFj>uioj-:m--NoricE--oF-YNHEiiifiiN'CE"i:Ax-jippiiiiiiiEi1ENT~--ALi-oWA;icE-ijR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PERSONS TED L FILE NO. 21 96-0995 ACN 101 DATE 05'05-97
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schadule Al U)
2. Stocks and Bonds (Schedule OJ (2)
3. Closely Hald Stock/P.~tn.rlhlp Int.r..t (Schedule CJ (3)
4. Hartg.D../Not.. Receiyabl. (Schedule OJ (4)
S. Cash/Bank Deposits/HIse. Parsonal Property (Schedule EJ IS)
6. Jointly Owned Property (Schedule fJ 16)
7. Transfers (Schadul. GJ (7)
8. Total Assats
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funarml Expanse./Adn. Costs/Hise, Expanse. (Schedula HI (9)
10. nabts/Hortg.ga Liabilities/Lians (Schadula I) CI0)
11. Total Daductions
12. Hat Valua of Tax Raturn
13. CharJtabla/GovarnMantal aaquasts (Schadula J)
14. Nat Valua of Estata Subjact to Tax
) CItANGED
.00
24,767.13
.00
.00
666.81
.00
.00
(B)
7,286.59
1,229.33
Ill)
112)
1131
1141
NOTE: To in sura propar
cradit to your account,
SUbMit the uppar portion
of thJs forn with your
tax paYllant.
25,433.94
8.;1; 9?
16,91B.02
.00
16.91a.02
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Lin. 14 at Spousal rat. (15)
16. Anount of Lina 14 taxabla at Lin..l/Class A rat. (16)
17. Allount of Lin. 14 taxabl. at Collat.ral/Class 8 rat. (17)
18. Principal Tax Du.
NOTE:
TAX CREDITS:
PAYNENT
DATE
02'04-97
RECEIPT
NUNBER
AA185138
DISCOUNT It)
INTEREST/PEN PAID (-)
.00
.00 X .00=
16,91a..0~ .06=
.'IlU-M.15~;
llBI
ANDUNT PAID
1,015.0B
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
1,015.08
_'.: 1 .00
1,015.08
1,015.08
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TitAN $1, NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF TItIS FDRN FOR INSTRUCTIONS.)
RESERVATION I E.tatl' of d.c.dant. dyIng on or bafora Dacaabar 12, 1982 -. If any futurl Intlr..t In thl I.tatl I. tran.f.rr.d
In po.....lon or anJoy..nt to CI..' B (collat.ral) b.nlflclarla. of tha d.c.dant aft.r tha ..plratlon of any ..tata far
Ilf. or far Ylar., thl Coaaonwaalth h.raby a.pra..lv ra,lrv., t~ right to appral.a and a..a.. tran.far Inharltancl Ta.l.
at the lawful CI... B (collatarall rata an any .uch futura Intar..t.
PURpOSE OF
HOTICEt
To fulfill tha raqulra.lnt. of Slctlan 2140 of tha Inharltanca and E.tata Ta. Act, Act 21 of 1995. (lZ P.S.
Sactlon 91401.
altach tha tap portion of thl. Hotlca and .ub.lt wIth your pay.ant to the Ragl.tlr of WIll. prlntld on tha ravlr.a .Ida.
..Haka chIck a,. .onay ardar payabla tal REGISTER OF MILLS, AGENT
PAYHEHTl
REfUND (CR II
A rafund of a ta. cradlt, which wa. not raqua.tad an tha Ta. Rlturn. .ay bl raqua.tad by coapl.tlng an "Application
for Rlfund of Pann,Ylvanla Inh.rltanca and E.tat. Ta." (REV.llll). Application. ar. avallabll at the Offlca
of tha Rlgl.t.r of Will.. any of thl 25 Ravanua DI.trlct OffiCI', or by calling tha ,plclal Z4.hour
an.w.rlng .arvlca nuab.r. far far.. ardarlngl In Plnn.ylvanla 1.800.56Z.2050, out. Ida P.nn,Ylvanla and
within local Ha,.rl.burg araa (717) 787.8094, TOOl (711) 77Z.2252 (Hlarlng lapalrld Only).
Any party In Inta,...t not .atl.flad with the appral.a.ant, allowancl or dl.allowanca of daductlon., or a..a...ant
of ta. (Including dl.count or Int.rl.t) a. .hown an thl. Hotlca au.t obj.ct within .I.ty (60) day. of rac.lpt of
this Notice by:
..wrlttln prota.t to tha PA D.part.ant of Rlvlnua. Board of App.al., aapt. 281021, Harrl.burg, PA
..allctlon to havI the .att.r d.t.ralnad at audit of tha account of tha plr.onal r.pra.antatlvl,
..app.al to the Orphan.' Court.
17128-1021.
OR
OR
OBJECTIONS:
ADHIH
ISTAATIVE
CORRECTIONS:
Factual arror. dl.covlrad on thl. a..a...ant .hould ba addra"ld In writIng to: PA Dlpart.ant of Alvanua,
Burlau of Individual Ta.I', ATTNI Po.t A"I...ant Rlvllw Unit, aapt. 280601, Harrl.burg, PA 1,128.0601
Phona (711) 187.6505. Sal paga 5 of tha book lIt "In.tructlon. far Inhlrltanca Ta. Raturn far a RI.ldant
Olcld.nt" eREV.1501J far an I.planatlon of adalnl.tratlvalY corrlctabll .rror..
If any ta. due I. paid within thraa el) calandar lonth. aftar tha dacldant'. dlath, a flvl plrcant (5~J dl.count of
tha ta. paId I. allowld.
Tha 15~ ta. .ana.ty non.partlclpatlon penal tv I. coaputad on the total of the ta. and Intara.t a.....ad, and not
paid b.for. January 18, 1996, thl flr.t day aftar thl end of the ta. eana.ty parlod. Thl. non.partlclpatlon
pen.lty I. appaalabl. In the .a.a .ann.r and In the tha '..1 tl.. parlod a. you would appeal tha ta. and Intara.t
that ha. baan a..a..ad a. Indica tad on thl. notlc..
Int.ra.t I. Charg.d baglnnlng with flr.t day of dallnquancy, or nlna e91 aonth. and ona (1) day froe the data of
da.th, to tha data of pay.ant. Ta.I' which baca.. dallnqulnt b.fora January I, 1982 baar Intara.t at the rata of
.1. e6~) parcant par annu- calculatad at a dally rat. of .000164. All ta.a. which baca.. dallnqu.nt on and aftar
January I, 1982 will ba.r Intar..t at a rata which will vary fro. calandar yaar to calandar yaer with that rata
announcad by the PA Dapart.ant of Ravanue. Tha applicable Intara.t ratl' for 1982 through 1'97 ara:
'!!!! Interest RllIte DallY Intarut ractor !!!! Interut Rl'lta DllIlly Intarast Factor
1982 Z'X .0005"8 1981 OX .0002'-1
nil I'X .000ftSB 1988.1991 ll~ .000SOI
nit, llZ .000101 1992 OX .00OZft7
19151 UX .000556 1995.1994 n .000192
1916 lOX .000274 1995.1997 OX .000247
ulntarnt I. calculatad .. follCh"1
DlSCOlICT:
PENALTY I
INTEREST I
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlca I..uad a,tar tha ta. baco.a. delinquent will raflact an Intara.t calculation to flftaan CI51 dillY'
bayond the data of the a..a...ant. If pay.ant Is lada aftar the Intara.t coaputatlon data .hawn on tha
Notlc., additional Intara.t aust ba calculatad.