HomeMy WebLinkAbout97-00032
OATH OF PERSONAL REI)RESENTATlVE
COMMONWEALTH ()I<' PENNSYLV ANI A
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COUNTY 01" _~lIIl,HI~N.i1.__
The petitioner(s) above.named swear(s) ()l IIfflnn(s) thllt the
statements in the foregoing petition arc trUl~ and correct to the best
of the knowledgc IIml belief of pctitioncr(s) and that liS personal
representative(s) of thc above decedent petitloncr(s) will well and
truly administer the estllte according to law,
Sworn to or affirl1,J~~ IInd subscribed A A-i!L~-{.. r" r"} ~~ ~' lI\^PV
before me thi 1m1'11\lrV-'--~ dllf7 of -
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MARY C LE IS Register l~' "
N 21 - 97 - ,,?
O.
Estate of
Donald L, Houn
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
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AND NOW ,1ANUAR Y 14, 19_~_, in consideration of the petition on
the reverse side hereof, satisfactory proof hllving been r.rescnted before me,
IT IS DECREED that Suzanne E, Eshelmnn, ,cnnifer J., !lour, and Jeremy J, Bour
~)\are entitled to Letters of Administration, and In accOl'd with such finding, Letters of Administration
are hereby granted to "Suzanne II, Eshelmnn, Jennifer J., Boup, anc\:Jetemy J, Houp
in the estate of Dona 1 d J., H~
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Register of Wills
MARY CLEWIS
fJn(]i~ 8(;
1 '15.00
,n.OD-
Taylor P. Andrel.s, Esq, 15641
ATTORNEY (Sup, Ct, 1.0, No.)
FEES
Letters 01' Administration "", $
Short Ceftil'lcates(l~ .""."" $
Renunciation ".,.",.,,"',. $
JCP $
TOTAL _ $
Flied ~~~y,~~y, ,1.~..""". A,D,
17013
r, on
150.00
19lL
7R~ Pnmrrp~, r.tlr11l:!lA, pA
ADDRBSS
717-2/13-0123
PHONB
Call attorney and put letters and order in attys file in Prothy
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FII,ED IN DUPLICATE
WITH REGISTER OF WIL.LS)
I fOR DATlS Of DEATH AfTEH 1~131191 CHECK HERE
If A SPOUSAL
POVERTY CREDIT IS CLAIMED I I
fill NUMBER
21
COMMONWEALTH Of PENN5YlVANIA
DEf'ARTMENT OF REVeNUE
DEPT 28060\
!'IARRI~~Y~.~, PA 17121l,06Q1 .
[J~CEDeNf'S NAME IlMl. r:IlH. AND MI[I[ll! Itiliit;l)..-.._n-
Houp, Donald L
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COUNTY COOL YEAR
Ilif( f{ll-nf~ ('OMPITffAi'iCJiiIT~----~-' --~
48 W. Main Slreet
\,,11 nul Bottom, PA 17266
(co'"l "".Of". "CEOV," 1;(' """UCl~ON\I.
NUMBI'R
\OCiA..'.SfC-U. 'ITT."..U."'" . . ... .10.11 DO DfAl" [111\11 (IF 1\I~rll
206-32-0916 12-27...9(, 10-:(H,O
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I.) 40. Futuro IntEll051 Comprumiso
(for dnlns 01 doath clftor 12.12.82)
Docec/ent Diod Testale L j 7, Decedenl Maintoinod Clliving Trull
(Attach copy of Will) (Allach copy of T flHt)
-ALL'c6iiiESpciNDENCE AND-CONFIDEj,jjiALf,,-XTNfoRMAiiON SH-OULDBEDlREct"iiDTO'---------..---.-...
NAI,\~ 'T II Y lor r" ;~d r 0.'\~~ E R ~..~~-------,.~_.- -.---~-.[c-o-i.\iitEi'iMATITN'O~iD5Rf.rr---.--._---.~-.--.-
.d.1 78 W, Pomfret Street
If"tEPii6Nf Nu...iBER'
cl71LL2113-0123 d CarliA!e, PA 17013+_.
[ 13.
[ ] 5
Remainder Return
(for dotes 01 doath prior lo 12.13.82)
Federal Estate Tal( Return R6quired
1..11. Original Rotuln
[ -J 4. limited Estoto
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1. Real E 1101. ISch,d,I, A)
2. SIocks ond Bonds ISchodule 0)
3, Clo~ely Hold Stock/PartnershIp Intero51 (ScnudlJle C)
4, Mortgages and Notes Receivable (~dlfldulo D)
5 Cash, Bonk Deposih & Mlscollonoous POHonal Property
ISched,', EI
6. Joinlly Owned Properly (Sch,d,I, FI
7. Tranlfor. (Schedul, GIIS,heduleq
8, Total GrolS Aneh (tololllnol 1.71
9, Funeral Expensos, Adminislrutive Casu, Mhcellancou5
Expellses (Schedule HI
10, Debts, Mortgoge lIobililles, Liens (Schedulo I)
11. T 0101 Deductions (tala I lines 9 & 10)
12. Nel Value 01 Estato (Line 8 minus line 11)
13. Charitable and Governmenttll Bequests (Schedule J)
.~:~~~_Y_r:~u~ ~~ble~!_t.~_T~_~_. !.~!.~.~__~~_~I!'..i~~_~ _~~!..]. ~J..__
15. Spousal Transfers Ifor dotes 01 death alter 6.30.941
See lnstrucllonl for Applicable Porcenlage on Reverse
Side. (Include values from Schedule K or Schtdule M,l
Amount of Une 14 laxable 01 6% rote
(Indude voluel from ScheduleK or Schedulo M,)
Amount of Uno 14 taKoble 01 15% rote
llnclude value~ hom Schedule K or Schodule M,)
Princlpollo~ due (Add tOK from lines 15, 16 and 17.)
Credits Spousal Poverty Credit Prior Payments
t I, ,000,00
..0- e. lolnl Number of Solo n"pmlt BOKes
III
(2)
131
(41
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1.1,000,00
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IjOI"72,93
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(8)_ 83,472,93
191
1.6:61Q,65
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3J~77,19
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1181
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Discount
210,53
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1201
4,210..a.
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Intort'\!
If Une 19 is grooter than lino 16, anter tho differonte on line 20,
111[1
Thi, i, ,h. OVERPAYMENT,
Choc~ hero if ou me roquosting (I rofund of your ovorpClymont.
If lino 10 i$ grantor thnn LirlO 19, onlor tho difforonco 011 lino 21 This is Ih(1 TAX DUE,
A. Entor !he interns! on tho bol(1fl(fl dllll on linE /1 A
B Enter tho lotrd of liJ\fl ') 1 (Juri ') 1 A on Lino ? 1 B Ihi\ i~ !ho BALANCE DUE,
MDke Check Pavahle 10: RoglRI.r of Willi, Agent
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(218)
)Ii. )>. aE SURE TO ANSWER ALl QUESTIONS ON REVERSE SIDe ANDTOiiECHi;cK-MATH'-;;C-~'.
j~d~~..r)-~~(~I-li;~~~(p~-r iu;;', -I ;jodo"u;' thot i hqVll f1 ~Oll\ilHJrllhis wt\lll\, indurlinq (I{(ornpo!\yilln ~dHldulfl~ (In~J $tQto~entr" ;~-~Ito .Ih'~ -i;~-\t of ~y knowlodflll ~llld holinl,
I i~ IrutI, (Ollod (Jnd (ompie!n',1 dMI'lf') thtlt ollIU(11 (,\Ioln ho\ hUl'fl r.l!,(,rlOd (1! Jrull !!lurkfll "ulufl Dorlorntiofl of p1oporElr othl/H thon tho por\!-mol ft'prflHlnlntivfl i\
:lased on all information of wlu(h prUp(l!fH hrll \lily knowlMt(lO . -2' .'.
Ji'Nt.TIJRf Of '{R~(lH RI '.I'(Hj',1HI! HJ~ rllllH ~f llMI ^IJ(l~1 ~, .,;;~.., };-:>~9;..F i t1:~' MEA..~4A1r /JR .uvi1HCA/N.,S/j:.I',4I~'<J
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
'1~.~~;f~
COMMONWEAlTH OF f>ENN5YlVANIA
INHIIRI1'ANCE TAX RUURN
RESIDENT D~CE()ENT
E ~;IAT E OF'-- -
!loup, Donald L,
_. . ..PI~as~ PrinlorTypo
--FIll: NUMBER -.-.----.-.-.-.--.-
21-97-0032
ITEM
NUMBER
__ . __. u_ __ __. _ __
~AII pr~.~.r!v lol"!~~'-o,:,,:~.d .....!!h th.__~_lg_h,t_~!_Sut...lvo,.hl~ mUlt be dlsclosod Cln Schedule f)
DESCRIPTION
VALUE AT
DATE OF DEATH
),
2,
3,
4.
5.
6,
7,
8.
9
Orrstown H,ank;
(See attached rcport)
Checking account 608750
647,79
Savings account 797723
4,026,99
Aetna Li fe Insurance and Annuity Co. - (see attached
statement) Individual Retirement Annuity
5,712,60
Patriot Federal Credit Union (see attached letter)
Account 4117440
3,40
Mellon Bank ~ Growth ~ertificates - (.ee attached report)
1/351062 10,000,00
interes t 243,46
11351075 10,000.00
interest 243.46
11351079 5,000,00
interest 121.73
10,243,46
10,243,46
5,121,73
1988 Mazda Truck - 109,000 miles
Sold at public sale, 8/14/97 for $1,100.00
1,100,00
Miscellaneous perRonal property and furnishings
appraisal attached - value $2,536.00
public sale receipts as per attached statement
$4,473,50 less 1,100 for Mazda
3,373,50
T()TAL(AJsouontoron Ilnou5, R~copllulotlo~) _ S .. ... 40,472 . 93
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2505 Hit.ner IIighwny . Cnrlisle, PA ,.-" (
249.2677 249.W7B .11 '/ )
Auctioll Is AcUoll Call "IWWE"For Satisfactioll I,.
SELLERS NAME \'2.<:,)J~.\\h~) ...\:.'tl(',~ " "l,,<v{.a DATI', ;211....6Jl)----
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ADDRESS .l.\~.....LL.) ..I.!~^,-LI\.,,~s.'L, l'!A(i'tLL.~'i~.,. . PI/ONE ~___.._".__-_--
OTHER _.....m...._.____________ . .______ AtJCTIONJ<JER ;:jjL____
AUCTION DATE/LOCATION _,.________u. 'H_.______'___..._. CLlmK 0/0&...______.
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DESCHIP1'ION 01<' MERCHANDISE
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I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to ohtain bids. I certify that I am the owner or authorized represen.
tative of the merchandise. goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser, I agree to hold harmless tlw Auctioneers against !lny claims of the nature referred to in
this agreement,
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,. AUCTION SIGNA'I'URE
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-----,--SE LLE RS'SIO N A;ftiitlT--n
Total Sales (Clerking Tickets Attachedl $
Less Sale Expense:
,( ". '." \l... t "".1.'c.,
. .,A.,ly' 1:\'2' ,
i _ ~f/JI _ --." - ') (\L,.
,-,- --lt~:~ -- ':i,
-,-- - >)'~' (r\CoO "l~.)
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TOTAL SALE gXP~~NSE DEDlJCTI<1D $ _:b,..n.... __~~~;"...;j.,-\
~-
1 \
..--J.__~ % Commission Auctioneer $
% Commission Clerks
$ .- ....---.....
<"h
,
OTHER:
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SEIJLERS NI~rl' $ ,>--_~-'---L
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SgLLlmS SIGNA'I'UHE
Schedule H
Estate of Donald L, Houp
File Number 21.97,0032
9, Nationwide Mutual Fire insurancc 120,00
10, Supplies. paint, wood, plumbing, supplics
to prepare house for sale 859,20
11. Rowe Brothers. sale expenses. personal property 982,50
12, Rowe Brothers. commission for sale of real estate 860,00
Il Penn Post, termite treatment 795,00
14, UPS, overnight delivery of deeds needed for settlement 28,00
15, Express Analytical Services, 1nc, ' water test 32.00
16, Marlin's Water Systems, UV light system 636,00
17, Transfer tax 430,00
18, Filing fees. mortgage release/quitclaim deed 33;00
Total 16,610,65
COMMON',4EAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/ It'
BUREAU Of INDIVIDUAL TAXES
IHHERIUNCE TAX DIVISION
[)[Pl, 280601
HARRIS8URO, PA 17128~06Dl
NOTICE Of INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
01-27-98
HOUP
12-27-96
21 97-0032
CUMBERLAND
101
f~~~:,_~~-.~~n~~~lJt.~__ J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FeR YOUR RECORDS ....
REV: if;iji . EX. A j:"F'-' ((iF 9"7 Y -NoT" iCE'.O' F' -iNHEif iT A'N'CE - Y;;' x -'A PPR A" i sE"j,lf.N:r-;. ii i. i-ow iii.le E' DR' - ,_., - -' - -" -' -,-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DONALD L FILE NO. 21 97-0032 ACN 101
DATE
ESTAl'E OF
DAn OF DEATH
FILE NUMBER
COU~lTY
ACN
TAYLOR P ANDREWS
78 W POMFRET ST
CARLISLE
ESQ
PA 17013
ESTATE OF
HOUP
T AX RETURN WAS I I X) ACCEPTED AS fILED
RESERVATIiOIi~ERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Real Estah (Schedule A)
2. stockS! and Bonds (Schadule B)
3. Closely Hdd stock/P.dn.rship I"tArest (Schedule Cl
4. Hortg.g.9/Not.~ Receivable (Schedule DJ
5, Cash/Bank O.posit$/Hlsc, Personal Prop<<rty (Schedule El
6, Jointly Ownod Property (Schedulo F)
7. Tr8nsfers (Schedule Gl
8. Total Assets
) CHANGED
43,000,00
,00
,00
,00
40,472,93
,00
,00
18)
III
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13)___
(4)
15)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Explln:!i.s/Adm, Costs/Misc, Expenses (Schedule Hl
10. O.bts/Mortgage Li.bilities/Liens (Schedule I)
11. Tot.l Oeductionl
12, Net Vlllue of Tax Retu,'n
13. Ch.rit.b1./Govern~ent.l Bequests; Non~el.ot.~ ~ll3 Trusts (Schedule J)
14, N.t Value of f::stlllt. Subject to T8x
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18
roflect figures that include the total of ~ returns assessed to date,
ASSESSMENT OF TAX:
15. Amount of line 14 .t Spousel
16, A~ount of Line 14 taxAbll .t
17. Amount of Linu 14 taxabl. .t
18, PrincipIl Tex Due
TAX CREDITS:
--_.._-~~- .._~..._......__.~-_..--_., --~._..
PAYMENT
DATE
-oT:ylj - 9 7
NOTE:
16,610,65
575,73
Ill)
112)
113)
(4)
(9)
nO)
*'
~lV.\hl n MP In.t!l
DONALD
L
DATE
01-27-98
NOTEI To insure proper
credit 10 ~our account,
sub~it the upper portion
of this for~ with your
tlilX paYMent.
83,472,93
17 ,186 38
66,286,55
,00
66,286.55
will
rat.
LineMI/C18S1 A rlt.
Co11.t.rel/Cl.G5 8 rete
115) .OOX,OO=
- -
116) 66,286.55 X ,06=
(17)-----.-00 X . 15=
118)
,00
3,977,19
,00
3.977,19
RECEIPT
NUMBER
--AAnrS284
OISCDUNT (.)
INTEREST/PEN PAID I')
198,86
AMOUNT PAID
4,000,00
'~~~/:~::':~'- -.. :::::,~
INTEREST AND PEN, ,00
_.,_.!~~.AL ~~E___~____~ 2_~.'.~!..CR
If IDTAL DUE IS LESS TMAN II. NO PAYMENT IS REQUIRED,
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fORM FOR INSTRUCTIONS.'
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
RESERVATION I Eltat.. of deoedinh d~lng on or before Due,ber 12, 1982 u if any future lnterllt In the e.tate 11 tran.ferred
In po.....ion ~r Injoy.ent to CIa.. 8 (00118t,r$1) bln.flolarl.. of the decedent aft.r the e~plration of any oltat. for
llf, or for yUrl, thl Co..onw.alth hereby e~pr...1y r..er\lll the right to appral.. and u.... tran.fer Inhlrltance Tal<u
at the lawful Ch.. 8 (oolhte,'al) rate on an~ .yoh future lnterut.
PURPOSE OF
NOTICEl
To fu1fU1 the requlr..ent. of SloUon 2140 of the Inh.rJtance and E.tate Ta~ Aot, Aot 21 of 1995, (72 r,s,
Slctlon 9140).
PAYHENTI
Oetaoh thl top por'tlon of thh NaUtili and subllllt with YO~lr pi!Yllent to the Regllter of IHll. printed on the rl\lllrlll .Idl,
-'Haka chick or .oney order payable to: REGISTER OF HILLS, AGENT
REFUND (CR)1
A r.fund of a la~ or.dJt, which wal not requ..ted on the Ta~ Return, lay bl rlque.tld by oOIPlltlng an "Application
for R.fund of P.nnlylvanla Inhlrltanoe and E.tate Tal<" (REY-l111). Application. are aval1abl. at thl Offioe
of the RIIglltllr of Willi, any of tho 21 Re\llnuI Olttrlot Offioes, or by calling thl IPleI"l 24~hClur
an,wlrlng l.r\licI nu.bor. for for.. order)ngl In Penn.ylvanJa 1-800-362-2050, out. Ide Plnn.ylvanla and
within local Harrl.burg area (717) 787-8094/ lODI (717) 772~22S2 (Hlarlng IlIpalred Only),
OBJECTIONS 1 Any party In Inter..t not ,athfled with the appral....nt, allowanca or dhaHowance of deductIon., or u'.....nt
of tal< (IncludJng dl.count Dr Intereltl a. .hown on thll Notlcl IIU.t objoct within Ill<ty (60) dayl of rl~elpt of
thh Notlca byl
--written protut to the PA Oepart..nt of RI\lI"'Je, Board of Appeals, n.pt. 281021, Harrllburg, PA 17128-1021, OR
--alaCltion to ha\ll the Dlattar detlrllllnad at audit of the Ilccount of the p~r.onal repr"lntati\le, OR
-~a~peal to the Orphan.' Court.
ADHIH
ISTRATIYE
CORRECTIONS I
Factual Irl'Orl di.covared on thl. a.....II.nt .hould b, addr....d In writIng tOI PA nlpartlllant of Rlvenul,
Bureau of Individual Taxu, ATTHI POlt AUflliuont RI\lIIW Unit, Dlpt, 280601, HarrhburQ, PA 17128-0601
Phon. (717) 7B7-6S05. SI' page 5 of the bookllt "Instruction. for InherItanoe Ta~ Return for a Resldlnt
O,cldent" (REV-ISOl) for an axplanatJon of admInI.tratlvely carr.otable errorl,
DISCOUNT:
If any ta~ dUI JI paJd within threl (3) calendar lonth. after the dlc.dont'. dlath, a five perolnt (5%) dl.oount of
the tal< paId h allow.d,
PENAl TV 1
Thl 15% tax bDln..ty non-particIpation penalty 1, cOlput.d on the total of the tax and Inter..t a..ess.d, and not
paId b.fore January 18, 1996, thl Urst da.., after the Ind of the ta~ aen..ly p.riod, Thh non-partlolpation
p.nalty I. apPlalabl. In the .a.. .anner and In the the la.. tile plrlod al you would appeal the tax and Intere.t
that ha. been ~lle,.ed a8 In1Icatod on thll notice.
INTEREST I
Interut 11 chargld blglnnlng with flr.t dav of dellnqulncy, or nine (,) eonthl and on. ell day frol tho date of
death, to the date of paylent. Ta~u whIch beca.. delinquent bafore Jlnuary 1,1982 bear Jnterl.t at the rata of
.h (6;:> parclnt per annul calculated at a dlll1~ rate of ,000164, All tax.. whh:h blOftDII dellnqulnt on and after
January h 198, will bur Jnterut at a rate which ",Jll vary frol calendar ylar to callndar VI'" with that rat.
aMounold by the PA Departlent of Rlvenul. Th. applicable Intlrllt rat.. for 1982 throygh 1998 arll
'!!!r lnt.r..t Aat. Ually Interllt Factor 1!!r ~nttr..t Rate DailY Interllt Faotor
1982 20% .000S48 19H7 lJi: .000247
1981 16% .000"18 1981!1"1991 11% ,00OSOl
1984 11% .000S01 1992 OX .0002"7
IOas 15% .OaOSS6 1995-199" 7X .000192
1966 10% ,000274 t99S-19'1& 9% .000247
--Interllt II calculattlld II folloWll
INTEREST . BALANCE DF TAX UNPAID X NUKSER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlcl IUuld aft.r thl tell blea," dlllnqulnt wlll rlf1lClt ." Inter'lt ealculaUon to flft.ln 11&1 dlY'
beyond the dftt. of thfl .......lInt. If pllVDllnt II lad. Ifter the Int.rut cODlPuhtlon dlte .ho,"", on the
Notlc:l, acldltlonll Inttrllt IUlt b. cltlcullt,d.
PURPOSE OF
NOTICEl
To fulfill the rlqulrl..nhl.lf Slotlon ~1(10 of thl InherJtano. and Eltate TeM Act, Aot 21 of 1?9S, 0'2 P,S,
SeoUon 9140),
PAVHENT I
Detach the top portion
rlv.r.. tide.
-. HakG oheck or ~oney
of thh Notloe and .ub~Jt ..tth ~our pay~ent to the Righter of Willi prlntld on the
order p~~abll tOl
AEGISTER Of WUlS, AGENT.
REr-UND (CAll A refund of a taM oredit, whioh was not rlqulstld on the tax return, ~ay bl requ~st.d by co~pllting an "Application
for Refund of Plnnsylvl!nla Inherltllnel and Estate Tax" (REV-l3n>. Application' are ftvallabl. at the OfflclI of
the Rllgllter of Will., any of the 23 Revenue DI.trlot Offlnes or by calling the ,peolol 24-hour an.w.rlng 'Irvioe
nUMblrs for for.. order~ngl In P.nnsylvanla 1-800~362-2050, out. ide P.nnsylvanlft and within local
tlarr!sburg I!Iru (717) 787-8094, TODlI (117) 772-2252 (Hearlng 1llIpalr.d Only).
OBJECTIONS 1 Any party In lnt.rllt not uthfJ.d with lh~ 8~~rainll"nt, tlllowenclIl at dhallowMo, of dlllduotiOll1 or lu......nt
of taM (IncludJng dhcount or Inter",t) '1 .hown on thil Notlce lIay objeot within 1Ilxty (60) day. of r.c.ipt of
this NotJe. bYI
uwritt.n protelt to the Pol D'Pl!lf't~lnt of RIIlVllnUU, Board of Appeals, Dept. 281021_ H8rrlsburll, PA 1712a-101!1. OR
--olllotlnll to havlIl the Illattlllr detllr.inllld !It thlll 8Udlt of thlll account of thlll perllonaI rlllprollllntatlve. OR
~~appeal to thlll Orphans' Court
ADIUN.
ISTRATIYE
CORRECTIONSl
Faotual .rrors dl.oovered on thls IISSIlSS~lIlnt .hould hi addr....d In wrIting to: PA OOpftrtllllllnt of Rev.nuo,
Bureau of IndJvidual T8XOI, ATTNl POlt bSlSSllllllnt Ravlew UnH, DEPT. 280601. H&rrhburg, PA 11128-0601
Phone (717) 787-6505. See pag. 5 of the bookl.t "In.tructIons for Int\lIlrltanoo T8M Rllturn for II R..ld.nt
O.oed~nt" (REV-IS0l) f~r an IIxplnnntlon of adllllnl.tratJvlIlly oorrlllotabl. error..
DISCOUNT I
If any tal< dLJIIl 11 paid within thrll (3) oalendar .onth, aftor the doclIldlllnt's d.!lth_ a flv. Plllrc.nt (5;0
dj.oount of the tax peJd I, allowlIld.
PENAL TV 1
The 1S% taM nnllty non.partic:lplltlon penalty Is co-.putld on the total of the t8M and interut all.uld, and not
paJd b.forl Jllnuary 18, 1996, thlll first day aftar tha end of tho taM IlIInuty period. Thh non.pllrUcJpatlon
penalty h appealable In the .ellll lannor end In thl thlll IBIII tilte perJod III you would app.al the tax and lnterut
that hll been au....d as Indicated on thh noUn.
INTEREST I
Intor.st II oharOld b.glnnlng with firet day of dellnqulo1MY, or nine (9) lIonths !lnd one (1) day
fro. the date of death, to the datlll of pay..nt. TaXI' which beea.. d.llnquent blllforl January 1, 1982
b.ar Intere.t et tnl rate of .IM (6%) pero.nt p.r an~ oaloulatllld at a dally rat_ of .000164.
All hx.. whloh blo..e dl1.lnqulnt on or after JMUllry 1, 1982 will bur Inter..t at II rate whloh wJll very frail
oelandar YlIlar to calendar year with that rata ~nnouncllld by the PA OlpllrtMlIlnt of R.vlIlnuI. Th' applJcab1,
Jnt.rut ratll for 198Z through 1998 erel
~ Inter..t Rat. Dally Interllt Factor
1902
198)
198.
198&
1986
*~Int.r..t
20%
16i(
lIX
13lC
lOX
I. oalc~l.ted a.
.000548
.000438
.000301
.000356
.000Z71\
'0110101.1
...r Interllt Rlltlll Oally Inter..t Factor
1987 .X .000241
Ina.1991 11% .000301
1..2 9X .000247
1"5-19" IX .000192
19CJS-1998 9% .000241
INTEREST' BALANCE or TAX UNPAID X NUKBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
.-Any NoUc. I..ued after thlll talC beco... dellnltUent will reflect an Internt cllcullltlon to fifteen [151 daYI
beyond the dat..o' the 1l.....lHlnt. If paye'nt is .ade IIft.r the Int.rut cOllPutatlon dlte .hoWl on the
NoUc., addltlon'l Inter..t IUI' be c81culatad.
,..' _"c ~,' '... T'
lIehm lIoUI'
IiOFort'mlnMllIRd ?
Shlppl!lVIbUfA, PA 1 72r//-96...I
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