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3881173
DEe. 1 8 1990
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COMMONWEALTH OF PENNSVLVANIA. OEPAR1'MENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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1701l IInna Street
New Cumberland, PA 17070
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1700 Ann 8\:1' 'e. New Cumberland , PA 171170
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blt.-Frank Pertschi,
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONW""HOf PfN"'5nv"'''' (TO BE FILED IN DUPLICATE,.]. _ 97 _ 0046
DEPARTMENT Of REVENUE L.
HAR,,~~J.;~J~o~~:,".O~OI, WITH REGISTER OF WILLS) Icou,mcoDf__ HAR . "UMBff
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DECEDENt'S N,AM( IIASf, fIRSI, MW MINH! INI!IAII PERTSCH J F 1 1. z aboth r}rCfDH~lS COMPlETE AoorlfSS
a/k/a Elizabeth P. Pertschi" 1.700 Anna Street.
siSc(Ai"5rcuIlTtY--Nu~i'afli- ]('A-il"Of(l-fA1I1 IUf.!l Uf al~!l1 New cumb(~t"land, PA
169-16-3299 112/15/96 14/24/12
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-:--="'...n ".u_ ji.--:~-~i;-SURE-roAN5V'-ERA-L-CQUESTIONS Of' RF.VEiSESioEANDTO ilicHECK r.\ATH--.;c:-~----'--
Under pllMlhlOl of perjury, I dtlclortl tfWI I h()~~ e,l(~mi"e-d Ihrl rOlv;n, n;clvding {l(cornpr.n1ying IChQdul.,\"~~~d-',t~t;-;;~t;.~'~~(f,; th.-.b;,;!~rm-y~kno-~-I~dg~--o;)-d-b;ii6f
Ill, trvo, corroct ond complele I dl:lr;!(p(l Ihol 011 rflol {\\IO'e ho\ boon r611011{lr! 01 IrUfI markol YOliJ6 Dnc1molion of prepmor other thon the penonol reprtHOnlClII...o ,
bO~6d 011 o!llr.formc!I'On of wh,d'i prupCHOI ho\ ont knoNlfldge
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!'1(jN^lUk(~1.k(kOl~HTI f_IRlPR[~,(\nf,)"f___,._~~L,[,qS~ 418 West Olney T\vcnuc [III?'; .
. .J_ _ l'Jlil"ddphi.i\,l'A 19120. ,'1')1/7
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fOR DATES Of DIATH AfTU 12/31191 CHICK IlIRI
If A SPOUSAL ,
POI/IRTY CRIDIT IS CLAIMID I
fill NUMBIR
1.7070
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2 Supplomentcll Relurn
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[] L Originol Roiurn
[] 4, Limited ESlo1e 4cl. Futuro Intere~t Compromile
(for dohiS of death after 12.12.82)
kl 6, Docoden! Died lOHolo L i 7 Docodent MClinloinod (I Living frvlt
(Altoch copy 0/ Will) (AuQch copy 0/ Tru~l)
,~_ __._T_.____~_..~_______________
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
NAM'-~~-~---~'-------'- __u___ ~ '------~lcoM"mMA"'NGADD"" SCHMI6T -i.' 'sCHMiDT ...
John_u~u-.E>c:l1.J11.~_d~~r_'-f__~~9.:_ u....~,.~._1 418 West Olney Avenue
HtfPHONf NUM6ER
[ 21~L.S4 8~~009___~~_u.,__~ ,__.._______...__L__.._._._..m._.nP~i 1a.~e1p~ia, _VA 19120
I. R,ol E"ol' (5,hed,l, A}'------u--..~-~-'-~,-I--==~-,-,~,.p 9 ,,\ ." ~1:1
2 Slocks cfnd Bonds {Schedulo B) ( 2 ) .________.__._~.____.._.,_._.-' --
J, Clolely Held Slock/Parlnenhip Interest (Schedule Cl (3} _ __.___,".u_____.________"___...
4. Mor1goges and Notes ROOlivoble (Schodvle Dj (4) .~~..._.__.."
5. Cosh, Bank Depo~ils & Miscellaneous Porsof'lal Properly l 5 J _"___.J.I.J-..9_4A-L..J~.J_~_~_
{S,h,dul, E}
Join'ly Owned Prop,,'Y (5,hed,l, FI { 6.} ,__~~ 6 6 .~ 36
Troo>I,,, 15chedIJlo GI (S,hedule II (7) . '. ... . .~__.. ...~~..__.~____
Tolol GroH Assets (to!l:1ILines 1.7)
funeral ExpeiHes, Adminislrative COSIS, Miscelloneous
hpenses (Schedule H)
Deb1S, Mortgogo Uobililie" Liens (Schedule II
Total D6dlJc!ion, (IOlal linelQ & 101
Remainder Return
(for dohH of death prior 1012.13.82
Faderol Eslote Tax Return Required
Totol Nvmber of Safe Depo~il BO"ll~
:t.\
-'
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[91
10 , 13_8~J3.._~.__,_
.._~5_6 8 . 8~___
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\ 8 )~9.~~O~47..
[10)
No! Value of Eltote (line 8 ml(lus lino 11)
Chari,lople and Governmen1al Bequesls (Schedvle J)
Ne1 Volvo Subiecl to T~~ (Lino 12 1TI~~.:..line 13)____
(II) _~~'LQLJJ~___
(12) 29,203.2~
113) __,____~
{14}_ 29-,_29~_2?
SpOUH'l1 Tromfon (for doles of 'deoth of lor 6.30.9~)
See Ins1ructioM for Applicable Percentage on Revene (151
Side, (Include valuos from Schedule K or Schedule M,)
Amount of line 141axable at 6'% rote (\6)
(lM:vdA valvlH from Schedulo K or Schedule M.)
Amounl of Line 101 taxable at 1 SOlO r('lle (17)
(Include valves from Schodvle K or Schodule M.)
Principal to... due (Add to-"\ from Line\ 15, 16 and 17 J
Credi!$ Spousal Povorly (rodil Prior Payments
_~~___.__~'____________'__.__")(, ....._A
._~.~-,-~~9~2 5 ~__._.. X .06 = __.__!.L?n~.~~b9.__
)( ,15 ;;
(18)
1,752.19
OiSCQurlt
I nltHO ~t
+
119)
(20)
t
If line 19 is greoler 11'101'1 line
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IWI L~ i
18, onler Ihe difforenco on lintl'2Q This i~ the OVF.RPA YMENT.
Ch.,d( hore i you ore f,eq".Uh\g (I r.fu.nd 0' your fitvor~QVfl'loni.
1,752.19
-..-.....-----.....,
II LitH) \8 is greoler Ihon lirl6 19, en!er Ihe di!fllUIl1":O on line 21 Thil i\ Ihl} TAX DUE,
A. Enter tho iri!ef'H1 on lho bolnf)c{! duo on lin(. 21 A
(211
(21AI
(21 BI
1,752.19
8, Enler thlllolcd of L;r\o 21 (1!1c! 21/\ on lint' 21!\ Th,\ ,\ tli(' BALANCE DUE,
_.~.ake Chet~ Payable. to.: Registor of Wills, Agtlnt
Schmidt,
Jr'r
Esq.
RtV.I~~fXt 112.811 l
COMMONW'~NN'''VANIA
INHERITANC[ TAl( R.EtURN
RE $IDfHl DECEDE NT
_... _..._.... M"
SCHEDULE F
JOINTL Y -OWNED PROPERTY
ESTATE OF
Elizabeth pertschi alkla Elizabeth P. pertschi
L:LE NUMBER . '.~--,
29-97-0046
..----..-----.--.-
Jolnt'lnont(.),
NAME
-....----.
A. Frank Pertschi, III
_._._..__~.P~RESL___._
1700 Anna Street
New Cumberland, PA 17070
RSLATIONSHIP TO DEC_EDE..~I....
Son
B,
C,
Jolntly-ownld p'OplrtYI
ITEM LEnER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET '10 INT, DECEDENT'S INTEREST
1. A 11/9/94 PNC Bank
Acet.No. 5080244776 3,930.33 50% 1,965.16
2. A 11/9/94 PNC Bank
Acet.No. 5080248147 12,602.41 50% 6,301.20
TOTAL (Allo .nlor on lin. 6, RlCopllulollonl
S 8,266.36
(If more space il needed inlerl additionallheets 01 sam. silt)
IlEVljIIUtl'fl!\
, SCHEDULE H
~i~ FUNERAL. EXPENSES,
COMMONWEAllHOF "NNlnYANIA ADMINISTRATIVE COSTS AND
IN~\~1,1AE~Wtc'E~m,RN MISCELLANEOUS EXPENSES PI.a.. Print 0' Typv
~~;~:_;:e _t~~_r t s c_h_~ __~! ~~_ ~ .J_:i ~._~be t h p-:--~er~ s~~~~~~--eL; ;~;~~: 0 4 6 _~~:___. .
ITEM
NUMBER DESCRIPTION AMOUNT
..__'....____..___~..~__.___..__ __ ____0_,_.._.. .___----0____ __.._~__n________.'_ -
A, Funeral Exp.n....
I.
2.
3.
4.
B,
Northwood Cemetery, Open Grave
parthemore Funeral Home, Funeral Expenses
Rathbone, Inc., Funeral Luncheon
Northwood Cemetery, Inscription
650.00
6,569.20
427.18
100.00
I.
Adml"l.trallv. COIIt'
Penonal Repre,entatlve Commi..lonl
Social Security Number of Personal Representa'ive:
Year Cammi..ion. paid
2,
Attorney Fee,
Schmidt & Schmidt
family EKemptlon
Claimant ___
Addre" of Claimant at decedent', death
S'reet Add,e.. ___
Relationship
2,296.00
3,
City
___S'ate __ Zip Code
4, Probate Fees
Regi ster of Wills, Probate proceeding 76.00
C. Mlle.llan.ou. Exp.n....
1. Register' of Wills, Inventory 10.00
2, Register of Wills, Amended Inventory 10.00
3,
4,
5,
6.
7,
e,
----_.~
TOTAL (Aha enter on line 9, Recapitulation) S 10,138.38
(If more Ipace II n..d.d, Inlo" addltlonallh..t, of ,am. ,Iz., I
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
bUR!AlI OF INDIVIDUAL TAK!S
IHIIf.RIUHCf. TAK DIVISION
OfflT. l&O(,Ol
IlARRI5IURO, flA I!lZa"0601
NOTICE OF INHERITANCE TA.
APrR^IS~HENTI ~ll,OWANCE OR DISALLOWANCE
OF OEOUCTIONS ANO ASSESSMENT Of TAK
06-23-91
PERTSCHI
12-15-96
21 97-0046
CUMBERLAND
101
E--~----------.::j
A.aunt R~I Hod J
____~_N_.__
MAKE CHECK PAYABLE AND REMIT PAYMENT TO I
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CAHISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iikV ~ is ';7 - ax-"j" F"f -: 0"3"."9:; y -'~O Y xc E - -SF" YN"t'1 E ii"i f A i~"c ~" "fAx - ;;p pi! A"X:; ~~i d"r~ r, " -A U:ow Ai-ie i. - b-R'"" - - - --" --" - - - - "-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH FILE NO, 21 97-0046 ACN 101
DATE
ESTATE OF
DATE OF DEAnl
FILE NUMBER
COUNTY
ACN
If an assessment was issued previously, lines 14, 15 and/or 16, 11 and 18 will
reflect figures that includo the .total of ~l:.!:. returns aSlulIIlId to datu.
ASSESSMENT DF TAX:
1S, AMount 01 Line 14
1&, ^"ount of Lin. 14
17. A~ount of Line 14
18. Principal rax Cu.
TAX CREDITS:
PAYMENT
DATE
JOHN C SCHMIDT JR
SCHMIDT & SCHMIDT
418 W OLNEY AVE
PHlLA
ESQ
PA 19120
ESTATE OF
PERTSCHI
TAK RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. ft..l E.t.1. (Sch.dulo A)
2. Staok. .nd Bond. (Sch.dulm BJ
5. Clo~.ly Held stock/Partnftrship Intere~t (Schodyl. C)
4, Modg.gtt./Nohl R.ceivabl. (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Sch.dyle E)
6. Jointly Owned Prop8rty (Sch.dule F)
7. Tran.fera IScheduh G)
8. Total A...t.
APPROVED DEDUC1IONS AND EXEMPTIONS:
q. Funeral Expen.es/Ad~. Costs/Misc. Expense. (Schedule H)
10. D.bts/Hartgege Liabilities/Lien, (Schedule I)
11, Total Oeductions
12. Net V.lue of Tax Return
15. Chari t.bl./Gov.r"~entaJ. aeqUe.t s (Schedul. J)
14, Net Value of E.tMt. Subj.ct to Tax
NeTE:
at Spau,.l
taxable at
hXlIlbh .t
rat.
L!n..l/Class A r.te
Collet.ral/Cla'G 8 rat.
RECEIPT
NUMBE R
r
I
DISCOUNT 1'1
INTEREST/PEN PAID 1"1
l
PAYMENT MUST BE MADE BY 09-16-97".
111_
12)
13)
14 I
151_._
l/oJ
17)
191
1101
1151
1161
1171
CHANGED
.OQ..
.00
,00
,00
37,644,11
8.266.36.
,00
(8)
10,138,38
6.568.84
III )
1121
113)
1141
. 00 . ' 00,
29 , 203 . 25 x' 06,
.00.,15,
118)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
IN'rEREST AND PEN.
~._--
TOTAL DUE
-
IlY.I'H II ", IU.t/1
E1.IZABETH
DATE
06"23"97
NOTE I To in.ure proper
credit to )IOU" aClClount I
sub_it tn. upper portion
of thil for~ with your
tax Ply,".nt.
45,910.47
16.707 n
29,203,25
,00
29.203,25
.00
1,752,19
,00
1,752.19
;00
1,752,19 _
,00
1,752.19
, IF PAlO AFTER OATE INDICATED. SEE R!VERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
1 IF TOTAL DUE IS LESS THAN 'I, NO PAYMENT IS REQUIRfD.
IF TOTAL DUE IS REFL!CTED AS A "CREDIT" ICRI, YOU MAY Sf DUE
A REFUND. SEE REVERSE SIOF n~ ,.t4g FORH fOR HJ-:TPlI"'TTfWC'
___.A' ...'....
,r-"
"
SCHMIDT 8: SCHMIDT
418 WEST OLNEY "'VENUE
PHIL...DELPHI.... PENNSYI.V...NIA 19120
,"\-qLA f'f\ 191 06li'atlrl'?,7 20\152. )5!31\0423
--. '.------.'
. '.
f;',)' 't..l
C~.l
[;:
Register of wills
Cumberland County Court House
Hanover and High Streets
Carlisle, pe~nsylvania 17013
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COMMONWEALTH or PENNSYLVANIA
DEPARTMENT OF REVENUE
DUREAU Of INDIVIDUAL TAKES
INHIIU UNCI !M( UIVISION
lll:Pf. ~'80bO I
HARRISllURG. I'A Ini'8'Of>OI
NOTICE Of INHERITANCf TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
[_~~~A.O\'==~~~~~~C-=J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PURTION FOR YOUR RECORDS ~
iIEV: is,,-j - Elf -f. j: p- - f iiF ii'iY - NOY icE" -OF - i NHEili f ANeE - YAx - A P PRX is E"ifENT -,- -A i:. i.-owAN-c E - b-Ii - - - - - - - -- -- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH FILE NO. 21 97-0046 ACN 101
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the tutal of abh returns assessed to date.
ASSESSMENT OF TAX:
1.S. Amount of Lin~ 14
16. A~ount of line 14
17. Amount of Line 14
18. Principal Tax Due
BI:N~T:E::EES:~~~~;:Fir~~-~_l , 7 52-:~~-~
_-=~:-tOTAi.-DUE-~ d:~d _ ~.!52:--i~__J
1 If TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REfLECTtD AS A "CREDIT" CCR), YOU MAY DE DUE
A REFUND. SEE REVERSE SIDE Of THIS FORM FOR INSTRUCTIONS, 1
JOHN C SCHMIDT .JR
SCHMIDT & SCHMIDT
418 W OLNEY AVE
PHILA
ESQ
PA 19120
ESTATE OF PERTSCHI
TAX RETURN WAS, 1 X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. (Schedule A)
2. Stocks and Bondi (Schedule 8)
3. C10uly Held stock/Partnership Interest (Schedule C)
4. Mortgages/Hotes Receiveble (Schedule DJ
S. C.sh/Bank Deposiis/Mi$c. Personal Properiy (Schedule E)
(,. Joi"U~ Owned Properiy (Schedule F)
7. T,.."sfers {Schedule GJ
8. Totel Asseis
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral Expenses/Adm. Costs/Misc. Expense. (Schedul. H)
10. Debts/Mortgag. Uab1lH.t.s/liens (Sch.dule I)
11. Telt.! DeducHons
12. Net Valu. af T.x Return
13. Ch.ritebll/GovernmeniQl Bequlsts (SehMdul. J)
14. Net V.lue of Est.te Subjeci to Tlix
NOTE:
.t Spousel
taxable at
taxable .t
rate
line.l/Class A rate
Coll.t.ral/Class 8 rate
TAX CREDITS:
1----
rAYMENT
t'
PAYMENT MUST BE MADE BV
--.---.-.-..-----=t-
RECF.lPT DISCOUNT 1+)
NUMBER ,,___ INTEREST/PEN PAID..~
l__
09-16-97~.
. If PAID AfTER DATE INDICATED. SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
II)
12)
131
(4)
C 5)
I.)
(7)
(9)
110)_
115 )
II.)
II 7)
06-23-97
PERTSCHI
12-15-96
21 97-0046
CUMBERLAND
101
CHANGED
,00
.00
.00
.00
37. 644,11
8,266.36
.00
18)
10,138.38
6,568,84.
Ill)
112)
113)
114)
.00 ~,OO,
29,203.25 ~,06=
. 0 O. ~ . 15=
118 )
AMOUNT PAID
1.-
~.;:,;~"
~J1!jg
~I y, 1~~1 r I II P (~I. HI
ELIZABETH
DATE
06-23-97
HOTE: To insure prop.r
credit to your 80count,
SUbMit the upper portion
of this form with your
illx p.Yllllnt.
45,910.47
16.707 n
29,203.25
.00
29,203,25
,00
1,752.19
,00
1,752.19
r),Ci
c.'
l.i
,
~j_J
...1'
'0
RESERYATlOHl E.tat.. of dlc.d.nt. dytng on or beforl Dlc.~b.r 12, 1982 ~- If any future Int.r..t In the I.tat. I, tran'f.rr.d
In pc-u.uicn or CJnjoYIIl.nt to Clau 8 (collaterall ban.flclarl.. of the dln.dGnt lIft.r thllxplretJon of "ny ..tat. for
life or for Ylnr., the COllllllonwu1th her.by expressly ros.rll.' the right to 8ppraIu and alllus transfer Inh.rltanol Tax..
at thll lawful Clan 8 (00118tllra1l rate on 8ny such futurl Interest.
PURPOSE OF
NOTICE:
To fulfill the rClqulrellllnh of Section 2140 of the Inhllrlt8noe and Estete Tllx Act, Ac.t 21 of 1995. <7Z P.f;.
Slctlon 91401.
PAyMENT I
Detach thl top portion of this NoUce ond liublllt with your paYltlnt to the RegIster of WJ!h prlnt.d on the r.lIer.. ,Id..
--Hake ohlck or lIlo,..ey order pllYllble tOI REGISTER OF MILLS, ADENT
REFUND (CR) 1
A rofund of a tax credIt, which was nrt reqUII.ted on thll Tax Ruturn, may be requested by oomplet1ng en "Applloatlon
for R.fund of Penlllylvanls Inh"rltanca <'lnd Esteh Tax" <REV.1313L Appl1catlonli arl avallllbll 8t thlOfflce
of the Rllgistllr of WIlls, tiny of the 23 Revenue District Offlcu, or by call1ng the SPOCilll 24-hour
an,werlng servlco nu_bars for for.s ordorlnYI In P8nnsylvonla 1~800-362-20~0, out.ld. PennsYlvania and
with In local Harr hburg area {717 l 787-8094, TOOl! <7171 772- US2 (H~ar1ng Impaired Onl y),
OBJECTIONS: Any party In i~tero.t not satisfIed with tho DPpr~ls8Ment, allowanoe or dIsallowance of deduction., or as.....ent
of tnx (Inoludlng disoount or Intgrestl as shown on (his Notice lIlU5t Object wIthin sixty f6Gl days of reoeipt of
tnh Notice byt
--written protut to the PA Department of R8YMU8. SOllrd of Appeah, Dept. 281021, Harrisburg, PA 17128-1021, OR
~-el.otIon to have the Matt.r deter",lnod at lIuc1.lt of thll eccount of thll personal rllpr8lentlltJv., OR
--tlppaal to the Orphans' Court.
AD"IH
ISTRATIlJE
CORRECTIONS:
Fnctual orrors dlscovorod on this es.ess",.nt should bll nddressod In writIng to: PA Deptlrtmont of ROVllnuI,
Burnu of Indlvldul!Il TaxlI5, ATTNI Post Assessment Review Unit, nept. 280601, tiarrlsburg, PA 17128~06Gl
Phone (717) 787-6S05, See pall' !l of tho booklet "Instructlonl for InherltancI Tax Roturn for I!I R8Ildent
Oeoed.nt" (REV-ISOl) for an oxplanatlon of adllllnistratlvoly corrootable errors.
DISCOUNT:
If any tax due Is paid wJthln thru (3) calendar lIIonths after tho deo.dont's df;ath, 8 five percent (SiD diloount of
th. talC paid Is allow.d.
PENAL TV:
ThCl 15:< tax allln.sh non-participation pllnlllty Is computGd on the totol of the tax rmd Int8rflst UlillUfld, and not
p81d before Janu8ry 18, 1996, the ~Ir.t day after thCl end of the tax tllllnuty pllrlod. This non-partlclptltlon
p.nalty Is apP8ulabl. in the 5811le mtlnnllr and In the thll sau tlllle porlod as yoU would appel'll the talC end lnhr..t
that hat been as'."lId a. Indlcatod on this not1oo.
INTERESTl
Intflrelt I. charg.d buglnn1ng wIth first dllY of dllllnquoncy, or n1ne (9) months and one (1) dl8~ fr(l~ thedato of
duth, to the dah of JH\YlIIont. TtllClS whIch bO(ltllllll dollnquent beforll January I, 1982 beer Inter..t et the rete of
six (6%) p.rc.nt por annUM clllculatlld at tI dally rllHI of .000164. All talC" whJch bllcnllle dlllinquent on and efhr
Jenuary 1, 1982 will bur lnterut at a rato which wDl vary fro. calendar Y811r to cchmdnr YiRer with thflt rate
announned by the PA Departlllllnt of Revenu.. Thll applIcable Intllrest rates for 1982 throuyh 1997 are:
~ Intlrut Rat. Daily Interut Faotor !!!.r lnbrut Rnte Ollily lntlrut Factor
1982 20% .00O!i48 ll}87 9% .000247
19U 16% ,(i00438 1988-1991 11% ,000301
1984 11% ,000301 1992 9% .00G247
1985 13% .000356 1993-191)4 7% .000192
1986 10% .000274 191J5~1991 9% .000747
--Intllrut Iii calculnt.d .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notloe i"ued aftllr tn' talC beoo.'. d.llnqulInt will rtfloot an intllrest oalculatIon to fift..n (IS) day.
b.yond the date of the e.......nt. If pay..nt Is IIlld. !If"r the Inhrnt. cOlllputatlon date shown on the
Notlc., additionnl lntlr..t "".t be calculated,
I'.'
~ ,
(.)(j
PAYMENT I
D.tach the top portion \)f thlu Notice nnd !UbMit wHh ~our pa~..nt lIade JHlynble to the tH!llll. ftnd addre..
printed on the river II .Ide.
H ;RESIDENT DECEDENTlllnklll oheck or ",oney order pl'lyable tal REGISTER OF WILLS, AGENT,
If NON-RESIOENT OECEDENT lIlake oheck or llIoney order pAyable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CRll A refund of a tax credit, which was not roquested on tho Tax Return, lllay be requested by cOllpletlng an
"Applhl~.tlon for Refund of Pennsylvania tnherJt8nce and Estllte TalC" (REV-BilL Applications lire aVfllllable tit
the Offloe af the Reghter of WHit, arwof tho Zl Revenue Dhtrlot OfflcQS ar frolll the l'JepartlUtnt's l4~hour
answering S1Jrvloe nUllberf; for forlllS orderlngl In Pennsylvania lw800-362-20!i0, outside PennSYlvania
and wIthln looalltarrlsburg erAS <7171 787~8094, TOO" (7171 772-2251! Hlenrlng 'mpttlred only).
REPLV TOI
Questions rogllrdlng e"ror. conhlnlild on this notice should bll flddr8lSlld tOt PA Oepnrtlll8nt af Rlvunue, Bureftu
of Indlyldual Taxes, ATTH: Post A5SiUSlllent Review Unit, Oept. 280601, Hnrrlsburg, P^ 17126-0601, phone
(7171 787-650S.
DISCOUHT I
If nny talC due I. paid within three (3) calendsr lIIanth. aft.r the docedent's duath, a five p.ro.nt (5~) dl.oount
of the tax paid h ftllowed.
PENAUV:
The 15% tax allne.ty no~-partlclpntlon penalty Is oo~~utod on the lot~l of the tlllC nnd Inter..t alse.sed, and not
paid b.foro January 18, 1996, the flrlt day after tho ond of the tex nlln..ty p.rlod.
INTEREST I
Int.r..t Js charoed beginning with first day of dalln4uonCy, or nln. (9) lIonth. and one (1) day fro. the date of
doath, to the date I)f paYM.nt. Tax.. IoIhJoh b.csll. dOllnquent boforo January 1, 1982 bear Inter'lt at the rate of
Ilx (6;:) p.rc.nt per IInnUII calcuhtod at ft daJ1y rnh of .000164. All tax.. which blca.. d.lJnquont on and aft.r
January I, 1982 will bear lrlhrCllilt 8t a rate whloh will vary frail clllendar year to calondar yur with that rat.
announood by the PA nepart.ent of R.vonuo. Th. sppllcable Int.r'lt ratol for 1982 through 1991 ar.,
V.ar IntAr..t Rate
DaJly Inter.st Factor
Venr
Interut Rnte
Oally Int.rolt Faotor
1982 20~ .000548 1987 9% ,000247
1983 16% .000438 1988-1991 11% .000301
1984 11;: .000:501 1992 9% .000247
1985 U~ .000:556 1993-1994 7% .00019"2
198' 10% . 00027~ 1995~1997 9% .000241
--lnt.r..t .It cnlcuhted e. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNDER DF DAYS DELINqUENT X DAILY INTEREST FACTDR
--Any Notice l~sued after the tftK b.oae.. dollnqu~nt wIll refloct nn Int.r..t calculatlnn ta flft..n liS) day.
b.yond the date af the a.......nt. If pny.ent I. Made aft.r the Int.r..t t;ollputatlon date .hown on the
tr+otlc., additional Inter..t Ilu.t b, calculat.d.