HomeMy WebLinkAbout96-01053
PETITION rem PHonATE und GHANT OF LE1TEHS
Estate of fAT~ln<. (N~") /vI,I/II'" No, r:{L -9~D5.'"
also kllOw" as ___._ To:
Regisler of Wills for Ihe
. Dc"caJcrl. CouJ1lY of in the
Social Security No, J ~ 1- ?, - cr '1'1 Conllllonweahh of Pennsylvania
The petilion of the undersigned respectfully represenls Ihal:
Your petitioner(s), who is/arc 18 yems of age or older anlhe exeeut
in the lasl will of Ihe above deeedenl, daled --1.!JJL'I LJ
and codicil(s) dated
named
,19-2-2-
(SHUt' rclC\'anl circumstances. e,g. renuncialion, death of C'c'llIor, CIC,)
Deeendenl was domiciled at dealh in l! II P".1 L I.~L ,IN d County, Pennsylvania. wilh
~ ; ., last family or principal residence at , I L\i ,I. .Il- (~o\K 1),(" d
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(list mccl, number and mundpalit)')
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Decendenl. then _~?:._ years of age, died
at H(l1-1 ',,-pi ,'1-: Ilc"oll/T.IL
Excepl as follows, decedent did not marry, was not divorced and did not have a child born or ado pled
after execution of the will offered for pro bale; was not the viclim of a killing and was never adjudicaled
incompetenl:
DecendeJ1l al dealh owned property with estimated values as follows:
(If domiciled in Pa,) All personal properlY
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal properlY in CounlY
Value of real cst ale in Pennsylvania
situaled as follows: I I (,I \ \ , 1 L r .\ ," 1~1 ~ ,I
n"'d~t' l-I.\,,,jf' hI\J'I. tJ..\ 17(1"~'J-
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WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and eodicil(s)
prr<ented herewith and Ihe granl of lellers
theron,
lICSlamcnt3ry; admini\uallon l:.t.3.; administration d.b.n.t.t.a.)
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OATH OF PEHSONAL HEPHESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 .,
COUNTY OF _.CUr1l3ERLAND J ::;::;
Till: pctitioncl\sl above.,:amed swearl') or afl1rm(s) Ihat the statements in the foregoing petition arc
true "nd lo:rectto Ihe beSI of .he kilOwledge and belief of petitioner(s) and Ihat as personal represen-
tativcls) cf ,hc above dcccdont petitioner(s) will well and Iruly administer the.~te accprding to law,
Sworn I') o.r. a!f,rmed ;lIl<j subscribed { -Pa-J 1'-71<. d (i. t1t~..L'I1-- I!>
before me Ihis _._ ..l2.~_ day of ' ~.
~::/'ffiE.IL_ 19.-!l..6- !:.
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WARNING: Ills IIlegnllo dupllcnte Ihls copy by photostnt or photogrnph.
21-96-10')3
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COMUONWEALTH Of PENNSYlVANIA. DEPARTMENT OF HEAUIt. vnAl RECORDS
CERTIFICATE OF DEATH
fol,tM(CfOlUOIH1"._I_
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I Male
'101,'''_11
WCIAi. ~CUIlII" HUUMII
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D"'.OItt.A1H_~._1
1B1- 26
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, Patrick Mfdurl
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East Pennsboro
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Last Will afu! 7eslarnent
111/11>,,1/,1
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IOlD N':Tr.~NY j)~jV';:J /vIEC!f/AN/csbl./tfG I 01
do hl'lchy makl'. puhli...h alld ,kl'1.lll' till' III he 1Il~ 1;1'\ \\111 dlHI I L',lilllll'lll.lIId dtllll'll'h~ h.'\ll\..l' ilny and
all olher \\'ilh 0111.1 Cod",\, h""'IIII.,,,. IllOldl' \lI Illl'
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pll"l'nll~ Il"ldin}! ill
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Fir," I OIIll Illa"'l'd tll
I3AI?tMR.4 A /VI idL/,y/
Scccmd. I 1)1 der and ,lill'l'll hat myjll'l dl..'hl, ill1d 111111..'1 all'\I'~Il"'l", l'\Pt.'II"'C'" It\!" admilli,tralil1l1 tlf my
l',talc and any IIlhnitalll't: and '11(1.'1."'101\ la\l". 'tall' 01 kdl'l.lI. lIpt11l my l....lilll' ...hall he paid;l'" ,oon alter my
dcalh a, IllOlY hc PIOll'I'l'OI1.
Third. 1 !!ilc 0111 my c,latl' III Illl' Ilik. IlIlhc l'1l'1I1 thai 1111 "".I Illk ,hall plcdcel'a'c IllC 01 faih III
\ur\"hc me for ,i\ty 1(,01 day..., I !!I\l' all my l',latl..'lo my l'hihllL'Il. II any. \\ ho ,un iH~ 1l11' illl'qUill ...hare..., pcr
,Iilpc,. If I alll 'IIn;,,'d hy lIl'ill'l'l illY 11Ik. 1111I dlild'l'II, thl'lI I !!"C 1111 c,tatl' III:
.
;VI Y {)<<.:! N./J ClI/LlJI'C EN
to he hh~ Iu:r!'l their... in c4\1al ...hare' lJr thl'il ,t1r\i\or.
Fuurth. I nlll11i,wtc and appllinl1111 Ililc '" F\cl"llln\ "I Ihi, \\'ill. In Ihc l'lcl11lhall11Y Ililc ,hall
pll.'dc(l'a,C 1l1L' or lail"ltl 'lIl\i\L' Illl' 01 lall.. III 'l'l\l' a' 'lh:h t:\l'(lIlll\ thl'n in ..ul:h l'\l'llt. I nominate and
appuil11
j{E;l[i/,/_f'j~~_..t..V..d().If/~__.._,,~.- ,I:\l'ell"" hCl'lIl,i\ 0\ thi, 111\ 1.:1\1 \\"ill and lC'lal11Cnl.
I furlhcr dilcellhal no appuintl'c hercllndcI ,hall hl' Il'qllll ~d III !!il l' any IH'l1d III': thc lailhllll pctloll11alll'C "I
hi, hcr dlllic'.
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Fifth, 11ll'lchy authllli/c 1111 F\Celltnl F\l'l"lIlli\ 10 l'\l'lei,c alllhc p"\\l'I'. n!!hh, di'elctiun', dlllics
and il11l11l1nilic, confcrrcd IIpun Iidlll"iar;c' 10 lhc l'\Il'nl pl'll11l11ed hy Ia\\ I\ilh 11111 plllll'1 III ,cll, 1ca,c,
mortgage. in\c...t. n:in\c'1, or 01I1l'l\\ i..c di'pO'l' 01 the il''1'Ch \)1" 111\ c..tatl',
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III till' PI\,"l:lh:l' t11"t1" \\hlt III Ill' pll'WIll'\' and allll"!I'qIH'''t. .1Ill! III Ila'III l'..\'lIll' llll'iH'h nlhl'l, 11.1\\' 11\'1\'llllln
,uh'\'llhl'd our llallH" ii' \\Ilm',..('..
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Slale nf J1=I1.t1SY!.v',41\//,4
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Pe"onally appeared ( I )
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\\ho heinl!dnly '\\!lIned, dep",e and "'y Ihallhey alle,led Ihe ,aid \\'ill and they ,nh,erihedlhe ,all1e allhe
re4l1e,1 amI inlhe pre,enee "flhe 'aidle,WI"r and II1lhe p,e,ence "I each olher. and Ihe ,aid le,wlor. ,il!lwd
said Will inlheir pre,ence and aeklll'\\ led!!ed Ihal he had ,il!ncd "IHI \\'ill and declalClllhe ,all1e I" he hi, 1.01'1
Will and Te'lamenl.and dep"nenl' lulther ,late Ihal allhe lime "llhe e\eeuli"n of ,aid \\'illlhe ,aid fe,lalnr
appeared tu hcnflawful a~1: and ,ollnd mind and I11l'l1lllry and th\.'T\.' \\;1" lH1l'\ iJcnl'\.' of undw..' inllllcncc,lh\.'
deponenl' make Ihi, ,\nida\;1 aliiI<' reque'l "llhe I e'lalol.
Suh'nil'll'd and ,\\orn tn hdnl\.' Illl' thi,
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CEH1'IFICA1'lON OF NOTIC!:: UNDEH HlJI,~; '},6(11)
To the Register:
I certify that notice of beneficial interest required by
Rule s.6(a) of the orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
~'e1:r1';-~~"" ~:")t IS':?
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Address
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1.705S
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except "enc
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Date:
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Srgna ture
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Name ~,:'.)C.l"',
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Address ..'
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Telephonerl?) 6n7-0~20
Capacity:
Personal Representative
6V: ZJ tl Ell Lti,
Counsel for personal
representative
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lOR DA11S 01 DIAT/I AnlR 12/31191 CHICK HIRI
If A SPOUSAL -
POYlRlY CRIDI1IS CLAIMID L I
fill NUMBER 21~;}-6-=()i05.3------
wutm COU! l.')r}()Y!!~R.().105;3 tlUMBIf
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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(OMMO"WIAt"lor rrtunYlVAtHA
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urrl1ROWI
IlAU,SIURO. r^ 111111 OWl
01<1111" .s ,i~~1 ll~\t, -'Ilil, ArlO MlllOII "tIIlAII iil(IOllll'S (UMrtI II AOo_(is
mDllllr Pntl'1c\. 11 \'Ihll;o Ouk Dou1ovul'd
w<iAtiICUiilT-iiJ';'ii.---'--",ilAh-Oi (jlAitim-- '-\IIAII 01 1111111 ----- .--- l1ochnnioolJurg I PA 170!J,
__~l3.!..-2J)..:QO_'2L___d _n1?t'III/l_6I'._ 3/.11/31\__ ~"~I(. ..Qlll'lP.<JI'..tu!1tl....___
I" _""1("'111 'IJI-m'''O "ou'" fl~"'1 ttAU ,,'u A'W"',I'I>t' "..1"11 ')OllAl !lleU'"' IlUMIU AMUUlll _((lIviD l!ll( IIIS'_UCIIOII~1
mDUllr, norbn!:~~_.______. __._ ____._______ _J;211,6711..31~
(lJ I. Original Relurn LI 2. Supplemelllal Return [I 3. Remninder Relurn
Ifar dalel of deolh prior 10 12.13.82~
(J .4, limiled Ellale LJ 4a. fulure Inleunt Compromhe 0 5, federal Ellale lOll Return Requlr.d
(Jar date, of death nller 12.12.82)
P.:9 6. Decedenl Died Te"ole [j 7, Docedent Maintained 0 living Tru" ~ 8. Tolol Number of Safe Depolit BOIlII
(AUoch copy 01 Willi (AUnch copy of Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
'~AM! WMN(I( MMltlG ADViiHs
J)urbaro fl. liidUl'J. 11 '.Ihite oo\t,.)3oulevurd
IT..."ON....""". ...-------- Iiechunlcnbuti;<{ PA".170;;5:'J
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1. R.ol E.,o'. (Sth.dul. AI
2. Stoc~, and Bondi (Schedule BI
3, Clo,ely Held Stoc~/Portnership Inlerelt (Schedule C)
.4, Mortgage, and Note, Receivable (Schedule 0)
5. Co,h, Banlt Depo,ih & Mi,cellaneou, Personal Properly
(Sth.dul. E)
6. Jointly Owned Properly (Schedul. F)
7. 1,on.l... (Sth.dul. GI(Sth.dul. I)
B. lotal Grall Aneh (tolallin., 1.7)
9. Funeral Ellpenl.'. Administrolive CO,". MilCellaneou,
Ellpenl" (Schedule H)
10. Debh, Mortgage liabililiel. llem (Schedule I)
11. 10101 Oedutlionl (10101 line, 9 & 10)
12. Nel Value of Eltate (line 8 minu, lino III
13. Charitable and Governmenlal Beque," (Schedule J)
0.00
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(3) _ 0 I 00
(4) --------6-~.~4-
(5)__~21,__:2.. _
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(71____ 0.00
221,635.54
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(9)______9.196]..20
0.00
(10)
9,961.20
211,674.34
0.00
211,674.34
0.00
0.00
0.00
(11)
(12)
(13)
(14)
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14. Nel Value Subject 10 lox (line 12 minu, line 131
15. Spoulal lronlfe" (for dales of death oher 6.30.9.4)
See In,trutlions for Af,plicable Percentage on Reverse
Side. (Indude yalue, rom Schedule K or Schedule M.)
16. Amounl of line 14 taxable 01 6% rale
(Include value, from Schedule K or Schedule M,I
17. Amounl of line 14 taxable at 15% role
(Indude values from Schedule K or Schedule M.)
lB, Principal tax due (Add talt fram line, 15. 16 and 17.)
19. Credits Spousal Poverly Credil Prior Palmenh
0.00 + O.vO +
(191
(20)
0.00
0.00
(15) _
0.00
X._=
0.00 x .06"
0.00x.15=
(161__._
(17) _
(IB)
0.00
DilCounl
0.00
Inlerell
0.00
20. If line 19 is greater Ihon line 18, enler Ihe differenc. on line 20, This b Ihe OVERPAYMENT.
rJlO
Chcck hcro If you oro requesting a rofund of your ovorpaymont.
o.oc
O.O!,
o.or
(211
(21A)
(218)
21. If line 1B i, greater Ihan line 19, enll'r Ihe difference on line 21. Thi, is the TAX DUE.
A. Enter Ihe Inleresl on the bolonco due on line 21 A.
8, Enler Ihelolal of line 21 and 21A on line 21B. Thi, i, Ihe BALANCE DUE.
Make Check Payable 10: R.olller of Willi, Agenl
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penaltie, of perjury, I dfldarethall hoye ellamil1rd tlli, return. induding n'ccompanring tchedul,,\ ond 'lolt'menh, and 10 the be,t of ~yknowledg;-anJb;ji,
:t i, hue. (orrecl and completo. I declar. thaI otl ,.al .,tole ho, been reporled ott,ue markel value. De cia rot ion of preporer olher thon the perianal repreu!nlaliyo
baled on 011 information of which preparer ho, any ~nowledge.
!!oIGN lfOf'(R NlfS'ON!!oIIl\~ fl - !URN AooiBf hI \'Jfl1tc Oak -UO\11o-vurd OAt(
'./iL / . '-..:kL. "cc lnl1l.CG_~~ 1'A )'(0:'5 2- 27 -7 7
III ,1I(n AOO_US j.lnpl.:ot ::iquuro "TIIUg. DAfl
IJQ.chunicsblU'l~ '_ 1'1\ 17055 2- . ::>.. 7 - r-;
Act #48 of 1994 provides for tho reductlon of the tax ratellmpoled on the nel value of Iranslen to or for
the ule of the Ipoule. The ralel (II prelcrlbed by Ihe Ilalule will bOI
. 3% (.03) will be applicable for ealalel of decedenll dying on or rhor 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for ellalol of decedents dying on or alter 1/1/96 and beforo 1/1/97
. 1% (.01) will be appllcablo for ellalol of -1ecedents dying on or after 1/1/97 and before 111/98
e Spoulal translen occurring on or afler 111/98 wl1\ bo exempl from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (1") IN THE APPROPRIATE BLOCKS.
1. Did decedenl moke 0 tronsler ond:
a. retain the use or income of the property translorred, .......................................................
b, retoin the right to designale who sholl use tho property transferred or ils income, ...............
c. relain 0 reversionary interest; or ...................................................................................
d, receive the promise for Iile 01 either paymenls, benefils or care~ .......................................
2. II dealh occurred on or beloro D~ 'mbN 12, 1982, did decedent within Iwo years preceding
death Iransfer property without ruceiving adequate consideration~ If death occurred after
December 12, 1982, did decedent transler property within one yoor 01 death without receiving
adequote consideration~..,..",..,..,.."".....'''''''''.'''''''''' ....' ....,.",...,..."..,.....,",.....,',.., .....".
3. Did decedent own on 'in trust lor' bonk account at his or her death"-....................................
:ill- NQ..
tI 8
V
v
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.1~Ulll..V"1 \ \
-t~~;~ FU~~~:LDE~~~~ES,
COlollolONW,"'H O. "NHIYlVAN'. ADMINISTRATIVE COSTS AND
lHI:~~:bA":'W,At'~::~I'" .__. M'S_~~L~~~E?~S~~~~~.S~S .... ..__. _ PI.a.. p.lnl a. Typ.
;"".., -::'CK li~IlU", _---------- Lit< ".... i;;i:~~~~~:~~::;
ITEM
NUMBER
A. Fun..ot Exp.n....
1.
B.
1.
AMOUNT
DESCRIPTION
BoyeNI Funernl 11011,0, Inc., 37 1::. IIntn st., Bochnnics-
bur 15 , Pennoyl Vlln in, funornl o;<ponoeo.
I!'
.,'
6,162.20
Admlnlll.atlv. COlli:
Penonol Rep.e.onlolive Commiuions
Social Secu.ity Numbo. of Penonol Roprelonlolive:
Veo. Commiuionl paid
0.00
2. Allorney Fe..
3,
4.
C.
1.
2,
3.
4,
5,
6,
7.
8,
.. '.
Family Exemption
Cloimonl Bnrhnrn A. Hiduri Relationlhip Hife
Add.e.. 01 Claimant 01 decodenl'. deolh
3,500.00
Slreol Addre.. ]1 \'lhi te Onk
City Hechnnicoburg
Boulevnrd
Stalo PA
Zip Code 17055
Probale Fees Regis ter of \-!ills of CUlnberlnnd County,
Pennsylvnnia, Lettero Testamentary.
Mllcollaneoul Expenloll
Reeister of Hills, filinG pennsylvania Inheritnnce
tax Return.
284.00
15.00
TOTAL (Also enler on line 9, Recopilulotion)
(II mo.. Ipace II needed, In...1 addltlonallh..1I of lam. 11z..)
s
9,961.20
. .
,
Nf.V.I649 I~X' (11)91)
'*
SCHEDULE 0
'J'llANSJit:llS TO SURVIVING Sl'OUSE
~~nl(lfrDHn"'A14A
..pnAHl..'AX ar.MIH
~1~:tT.l1f')lf
l'.IITA"EOV
.'UrNulllbtr
2l_96-0l053-Stuto
1996-0l053-county
PNrnIClC IlIDunI
I'ART A: EIII" 0.. dc1aiption And "Iu. ur.1I ill''''''', ",,0. Iml,l. IfId nOll.llI.hle, "glldl... ufl,,,.,i,,,, (II" ur d.du..i,,",)
"hich all to the d<<cdcnt'lluf\'j'o.jnC I IUle IIY ....ill. inIC51~')'. npetlllOll Ilftaw. or ulhctwilt.
Dcscri lion of itellls
\
Amount
IRA Account 110. ollh-n12718
Securitieo, Inc.
\-lith Prudontial
lp
211,674.34
.
Part ^ Tolal: Enter \he amount sho"n on the rcca('itulalion shed in the Ut'crdrnt l..foml.tlon ~(lIon.
Election To Subject I'rollerty To Tal Under Sectiun 2113(A> As A Taxable Transfer By This Decedent.
if . trust or limilar arrangement mcdJ the requirements of Section 21 13(A). and:
L The trust or similar arrangement is listed on Schet.lule O. and
b. The vaJue oflhc lJ\lSl or 'Unitar amngcmml is mined in whole Of in JW1 u an uset on Schedule O.
then the \ral1Ir...... pmonIl ,'I"......tiv. may .pecifically idenliry the oust (.11 or' rrae'ion.1 ronlon or pcrcenl'&') 10 be included in the .lection to h.v.
luch trust or .imilar properlY "ule<! u . ....\>I. "...r" in 0,1. "'.,.. Ir I... Ollfl 0.. enlir. v.lu. or 0.. oust or .imilar properlY i. included u ·
....bl. "...rOf on S,heolul. 0, dtel"""llIl "pr....,.tl.. stull be considered to ha.. maole 0.. .I",ion only u 10' rraction or the OU.I or .imilar ,"Anc.men'
The numer.,ororOU. rraction is equsllo 0.. .moullt orth. oust or .imilar 1f'lfI&cmenl included u .'I..bl. useI on s.h"'ule o. ,,.. denominator i. equ.1
to the tolal value orthc tNJt or similar arrangemenL
ELECTION: (10 you e'ce' under Se,lIooll1J(A) 'olre.1 II . ,...bl.I...."r.r In Ihl. ..I.I..U or. portion .1.1",,1 or .Imllar '"""C.men'
err.tN ror the ,olr UH arlhb dcudcnt'. lurtldna'poUJl' durlnc the IUI"'Mn& 'roUlt'. tnUre' UfflbntT
YES IN / A I NO !ll/ A I SICn.tu.. llale
Nolel \llhe .1..1100 IppU..lo mo..lhAn on. I"'" orlhnlllrarrang.nornl,lh.n. sep.ral. 10nll musl be .Ign.d .nd m.d.
Part B: Enl" the description and v.lu, ur.1I ill'''ests, holh I...hl. and non.....hI., ,,&udl... or loc.tion. (nc1 or deductions)
"hich &SIlo the decedcnl'llurvi\'ing spouse for "hieh a Sc,,1iun 2113 (^ l electiun i. being m~Je.
Descli tion of items
\
Amounl
N/A
Part UToUl
{)..- / III}_ '7
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INurA.'ANC[ JAil DIVISION
DlPI. ZAObOt
H"~AISBURC, Pi lllze.a.Ol
NDTICE DF INHERITANCE TAX
APPRAISENENT, ALLDWANCE DR DISALLDWANCE
OF DEDUCTIDNS AND ASSESSNENT OF TAX
BARBARA A MIDURI
11 WHITE DAK BLVD
MECHANICS BURG PA
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
06-23-97
MIDURI
12-14-96
21 96-1053
CUMBERLAND
101
Altount Re..itt.d
) CHANGED
,00
.00
,00
,00
221,635.54
,00
,00
(B)
9,961.20
,00
(11)
1121
113)
114)
..
*
17055
l./
"'-Ih'" U'III,'"
PATRICK
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FDR YOUR RECORDS ~
iiE"v:gi'-j-EiC-AFP--io3:9:fj-ijiii'-icE--OF-YNHEiiiTAiicE"TAi-iippiiiiisEHEijT~--Ai.LOWAiicE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATE OF MIDURI PATRICK FILE NO. 2l 96-l053 ACN 10l DATE 06-23-97
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Rool Eatoto ISchodulo AI III
2. stocks and Bonda (Schedule 8) (2)
3. Closely Hald stock/PartnarshIp Int.r..t (Schedule CJ 131
4. Hortg.gas/Nota. Racelvable (Schedule DJ (4)
S. Ca.h/Sank Deposits/Hilc. Parsonal Property (Schedule EJ IS)
6. Jointly Ownad Property (Schedule f) (6)
7. Transfars (Schedule G) (7)
a. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expans../Ad.. COlts/HIIC. Expans.. (Schedule HI (9)
10. Dobts/Nortgogo Llabll1tloa/Llons (Schodulo II (10)
11. Total D.ductions
12. N.t V.lu. of Tax R.turn
13. Charitabl./Gov.rn..nt.l B.qu.st. ISch.dul. J)
14. Not Voluo of Eatoto SubJoct to To.
NOTE:
NOTE: To in sur. prop.r
cr.dit to your account,
sub.it tha upp.r portion
of thi. for. with your
t.x paYI'l.nt.
221,635.54
q.ql\l '0
211.674,34
.00
211,674.34
If an assessment WBS issued previously, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
IS. Al'lount of Lin. 14 at Spou..l r.t. liS)
16. Al'lount of Lina 14 t.xabl. at Lin..l/Cla.. A rat. (16)
17. Al'lount of Lin. 14 taxabl. at Collat.ral/Cla.. Brat. 117J
18. Principal Tax Du.
TAX CREDITS:
PAYNENT
DATE
RECEIPT
NUNBER
DISCOUNT (')
INTEREST/PEN PAID I-I
211,674.34 X ,00.
,00 X .06.
.00 X ,l5.
118)
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
,00
.00
.00
,00
.00
.00
,00
.00
I IF TOTAL DUE IS LESS THAN fl. NO PAYNE NT IS REQUIRED.
IF TDTAL OUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORN FDR INSTRUCTIONS.)
, "
. "
RESERvaTIONr E..,t.. 0' decldlnt. dying on or b.for. Dlc..ber l', 19', .. If any future Int.r..t In thl ,,'at. I, tran,flrrad
In po.....lon or .nJay..nt to CI... a (eolla'.rall beneflclarl.. 0' thl dlCldlnt .,t.r thl IMplre'lon of any ,,'at. for
llf. or for y..r., thl Co..onw..lth har,by ..pr...lv t'l.rv.. thl right to appral.. and ...... tranl'.r Inh.rltancl "."
at the lawful CII.I B (collat.ral) rat. on .ny such future lnt.r..t.
PURPOSE OF
HOTICEr To fulfill thl reqult...nt. of Slctlon Zl~D 0' thl Inherltenel and E,tat, ra. Act. Act 21 of 1995. (1l P,S.
bettoR 9UDI.
PAY~NT: Datach thl top portion of thl, Hotlel and .ubalt with your ply..nt to thl AIDl,t.r of Will, printed on thl t.v.r'l ,ld..
u"lkl chick or lonay ord.r paYable tOI REGISTER OF MILLS, AGENT
REFUND (CR)r A r.fund of . ta~ cr.dlt, which was not r.qu..t.d on the 'a~ R.turn, .ay b. r.qua.tad bV coeplatlng an "Application
for Rafund of PaM'Vivanla Inherltanc. and E.teta Ta~" (R[V.U13J. Application. lira availabla at tha Offica
of tha Ragl.tar of Will., any 0' tha l3 Ravanua DI.trlct Of' Ice., or by calling the .peclal l4-hour
an.werlng .ervlce nu.ber. for for.. ordering: In Penn.ylvanla I.BOO-36l-l0~O, outslda P.nn.ylvanla Ind
within local Harrisburg ar.a (717) 787.809lt. lOOI (7171 71l-llSl (fle.rlng I.palr.d Only).
OBJECTIONS: Any party In Inter..t not .atl.fled with tha appr.I....nt, allowanc. or dl.allowanc. of d.ductlons. or a......ent
of t.w (Including discount or Inter..t) a. shown on thl. Notlc. .u.t Object within .I~ty 1601 days 0' r.c.lpt of
this Natlc. by:
--wrltt.n prot..t to the PA D.part..nt of Revenue. Board 01 Appe.ls. DIPt. Z110ll, H.rrl.burg, PA 17Ill-IOll, OR
.-.I.ctlon to have the ..tt.r d.t.r.lned at audit a' the account of the personal r.pr.sentatlve, OR
.-appeal to the Orphan.' Court.
AOtUN
ISTRATIYE
CORRECTIONS:
Factual errart dltcaver.d on thl. a'......nt should b. addr....d In writing to: PA Dap.rt.ant 01 R.vanu.,
BuraIN 01 Indlvldu.1 ,...., ATTN: Po.t hu....nt R.vlew Unit, Dept. l10601, Ilarrhburg. PA 171ll-0601
Phone (717) 7.7-6S0S. Se. page S 01 the bookl.t "In.tructlons lor Inheritance Ta~ R.turn lor a Ae.ldent
Decedent" fREV-ISOI) lor an awplanatlon of ad.lnl.tratlv.ly carrectabl. error..
DISCOUNT:
If any tax due I' paid within thr.e (3) cll.ndar .onth. a'ter thl d.c.d.nt', d..th, I 11'1. p.rcent fS~) dl.count of
thl ta~ paid I. allow.d.
PENAL TV:
The IS~ t.w aanalty non-p.rtlclp.tlon penalty I. co.puted on tha total 0' tha ta~ and Intar..t a......d, and not
p.ld b.for. January 18. 1996, the Ilr.t day .fter the .nd of the t.x aan..ty p.rlad. Thl. non-p.rtlclpatlon
p.nalty I. appealabl. In the .... .ann.r and In the the .... tl.. p.rlod a. YOU would app.al the ta~ and Intera.t
that h.. baan ...a...d a. Indlc.ted on thl. notice.
INTEREST I
Inter..t I. ch.rged baglnnlng with Ilr.t day 01 dallnquancy, or nln. 191 .onth. and one (I) day fro. the data 01
death, to the data 01 pav.ant. fa.as which baca.e dellnquant b.fora January I, 1981 baar Inter..t at the rat. of
.Ix (6~) perc.nt par annul calculat.d .t . d.lly r.t. of .000164. All t.... which bec... dellnqu.nt on and a,ter
January 1, 198Z will b.ar Int.r..t at a rat. which will varv fro. c.l.ndar ve.r to cal.ndar ye.r with that rat.
announc.d by the PA D.part..nt of R.venu.. fh. appllcabl. Int.rest rat.. fer 198Z through 1997 ar.t
'!!!! Inter..t Rllt. Dally Int.r..t Fllcter :!!!! Int.r..t Rate Dallv Int.r..t Factor
1981 laX .ODOSItI 1'87 'X .000lto7
1983 16~ .000438 1988.19n 1I~ .000301
198" In .000301 1991 .. .000llo7
1985 In .0003S6 1993-1994 'X .00019Z
1986 10;( .000ll4 1995-1997 'X .000lU
uJnt.r..t II c.lcul.ted .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..uld aft.r the ta~ baeo.e. d.llnqu.nt will r.,t.ct an Int.r..t calculation to II't..n liS) day.
beyond the data 01 the .......ant. If pay..nt I. .ad. aft.r th. Int.r..t co.putatlan data shown on the
Notlc., additional Inter.st lUst b. calculat.d.