HomeMy WebLinkAbout97-00091
, 1l,"'J'TY A. MY,"KS
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PETITION FOR PROBATE and (;RANT OF LETTERS
No, _..._..._..r:2L..::~q.,7..::..(lL____
To:
---____.____.__..,__....___.___ Register of Wills for the
-_______.___.~ Deceased, County of ...f\!!1!berllllliL._ In the
Socia/ Security No, ..1l.!i::2.u...::li.L5.!I....____ Commonweullh of Pennsylvania
The petition of the undersigned respect fulll' represents tlull:
Your petltioner(.fl, who Is/_ 16 yeurs of age or older un the eXeCIIlClX-__,_
In the last will of the above decedent, dated _,Lgmrarv..1.5.L..l?.9.i..... ,
and codlcll(s) dated ._..________
named
,19_
(1I11e relevant clrcum8lanccl, C.I!. rcmundRlion. denlh of axe cui or, cIC,)
Decedent wus domiciled at death In Cumb.!:E.!~nd County, Pennsylvania, with
h!!L__last family Qr prrl1l.'pal reSld(rye; at J)O Mountainviel{ Drive
Enol~, PA 17..9.25 C(Q~ ")",'\Z,o \U,(,,), _
Ulst stnwt, nurutH'r, 'I'wp. ur Horo.l
Decedenl. Ihen --...!?~_ l'cars of age, died Janllary 20, 1997 ,19__.
at 130 Mo\!ntainvi'~w Drly"e Eno 1111 PA 17025... ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; wus not the victim of a killing and was never adjudicated
Incompetent: . .
Decedent at death owned property with estimaled values us follows:
(If domiciled In Pa,) All personal property
(If not domiciled in Pa,) Personal property In Pennsylvania
(If not domiciled in Pa.) Personal properlY in County
Value of real eS(llle in Pennsylvania
situated as rollows: Cumberland ComIty. Pennsylvania
110 Mountainview Drive. Enols. PA,
$ 15,000.00
$
$
$ 125.000.00
WHEREFORE, petltionerfst respectfully re~uesttsl' the probate of the lasl will amt-codlell(s)
presenled herewith and the grant of letters 1estamentary
theron,
(ter.tamenlary; admInIstration c.I,a" admtnbuatlon d,b.n,c,l.a.)
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Dauphin Deposit Bank and Trust Company
8 WeSt Hiah St.~~t
Carlisle, PA 1~013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '} ss
COUNTY 01' ..-.\;UHBr:li.I.ANIJ .
The petilionl'f(sI ubove.named ,wear(~) or affirm(s) that the statements in the foregoing petition are
true and correcl to the belt of the hnowledge and belief of petitionert.;) and that as pe,sonal repr.sen.
tative(~) of the above decedent petitioner(ot will wellund truly administer the estate according to law.
Sworn to 01' affi,med ann SUbsc.rlbed { .Dauphjn~posit ~l\~~ Trust C"i!\pany
before me this _ 7f1tll da~of BY: rSZ;l:;;;.." a~" ..
_~Jn~.I~I\EL___._ 19_,~2- Thomas W,-1'illl..l<or, Senior Vice-_ ~
'ill, '.~ Presilini
r" p h~)'f':L~ Register ----...-.- ~
IS 15'/ ' 1/
No. 21-'J7-91
Estate of
RE'I'TY A. MYERS
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANlJARY 3019~, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DeCREED that the Instrumcnt(s) dated January 25, 1996
described therein be admitted to probate and filed of record as the last will of
BETTY A. MYERS
and Letters. Tesl'amentery
are hereby gran led to Dauphin Deposit Bank and Trus t COmpany _
.
-,
'J"})Q '0
~., ~~
0,,:~ '.
, Real.ter of Will.
$1).5.00
$ 15.00
$
$ 1 ~ : B[
TOTAL'-:- $ 270.00
Plied ...... .JAllIll~R.Y. .30.,.1.9,9:7.,...,.
FEES
Probate, Letter., Etc. ..""",
Short Certlncatea( ~ .. .. .. .. ..
Renunciation ................
5r:~age!l
JOHNSON, DUFFIE, STE~ART & WEIDNER
Edmund G. Myers, Esq~il'e
AliORNEY (Sup, CI, I,D, No,)
3 and Marke.t Street Leljloyne. yj.
ADDRESS
(717) 761-'4540
PHONE
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4017459
WARNING: It Is 11I0110110 dupllcnte this copy by photostnt or photogrnph,
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OOMMONWEALTH OF P,NNSYLVANIA . D.PARTIlENT OF HEALTH' VITAL ReCORDS
CERTIFICATE OF DEATH
01 OlClDrHY (fUI. 1oWlit, t.
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---OOV,ftOA{) TWfOOf' H~li NMlEllIOOl"dJliotIll""lIr",II'<lr._~t"'l
East Pennsboro__J.L30 MoWltainview Dr.
KINO US1NE "lNOu!lTnV '-~s 0Ea;6E~ G:Vf.A IN -
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nsurant."e cxrrpany 'f'H [J No l"J.
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AAl8E ce H9lE~ OR Pt:fllOH Am,NQ M SUCH lICENS( NUMBER
FD-0'13163-L
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FnE
ACN
DATE
NO.21
9712446~
05-29-91
U'.lhl 11.,1 " 'II
J:._
EST, OF BETTV A MVERS
5,5, NO, 000-24-9724
PATE OF DEATH 01-20-97
COUNTY CUMBERLAND
TVPE OF ACCOUNT
IX] SA~INOS
[J CIlECKINO
o TRllST
[] CERm ,
I,
DEBRA A BROWN
130 MOUNTA1NVIEW DR CI.
ENOLA PA i)D~5
HEHIT PAYHENT AND FORH~ TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU hll prnvlded thl Oap.rt~lnt with thl Infol.ltlon Illtld bllow whleh hll bl.n UI.d in cblculltlng thl
potantlal tal( dIll. Thllr rlcordl Indica" lhnt at thl duth of thl abovl denedlnt, 'IIOU war. I Joint ClwMr/lJanlflc1ltry of thll IIccolmt
If you fl.l thll InforMation II Incorrlct, pl"'1 obtlln wrltt.n corr.~tlon fro~ thl flnancl.1 Inltltutlon, attech a cop~ to th11 for.
llIru.i r III \1/1 " Ii ,g Urlll "UU"'1II ....11./,....._, 'ihi. <ll;cu\.l"l It. \d~"lIilll i,' a<l..."ruu,na, ",ii.n i.itlll 1"htl,l\dll,-" Tall ~a._ ,,( ,i,. CVIll"\.l,rw.";~,, ui ;:.r"...ri\'~",ia,
Oo..tlo,,, .ay b. answer.d by cIIlJrlg (717) 78"'112'1.
COMPLETE PART 1 BELOW . ~ M SEE REVERSE SIDE FOR
Account No, OI7420S154-SHl Doto 10-20-95
E.toblhhod
FILING AND PAVMENT INSTRUCTIONS
Account ~olonco 1, 609.42
Porcont To.oblo X 50 . 000
AMount Subjoct tc To. 804,71
Tox Roto X ,06
Potontlol Tox Duo 48,28
P~T TAXPAYER RESPONSE
COI FAILURE TO RESPpND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE~
To Insure prbp,r credit to your account, two
(21 copl,. af thll notlc. lust accowpeny your
pay..nt to the Rlgiltar of Will,. "eta check
payabll tor "Ravlltlr of Willi, Ag.n'".
NOTE: If taM pay..ntl Ir. .ed. within thrll
(3) lIont"l of the dec.dlnt', dall of d..th,
you ~.y dlduct . 5% dll~ount of the tll( du.,
4ny Inherltence tel( dUI ~lll b.co~. dlllnqulnt
nlnl (9) aonthl nfter thl data of daath.
[ CmK ]
HOCK
ON LV
A, Thl "~O\lll Inforllll!ltlon and till( cluiI Is correct,
1. You IIIny ohoo&8 to rallllt pay",.nt to the I';liIglyter {If Wills with two (:opJ",. of this notlcn to obtain
I discount or llvold Interest, or you ",ey check no,," "A" end r"turn thJG notlc. to the R'glstllr of
Willi IInd an oHI<:1111 ftUltllllllnt 01111 be luued by the PA Dlplll'tlllnt of Revenue.
B. [] The above flSS.t has baen or will ba rwported and tax paid with the P.nn.ylv.nl~ InheritanCI 'a", rlturn
to ba fllllrd tly thG dacedllnt', raprllluntetl",lI.
C. 0 Th. above Infor~lItlon Ii Incorrlct and/ol' dlbtl rmd deductionl ware paid by you.
~ You IIUlt coeplate PART ~ nnd/or PART ~ below.
If you indic.t. ~ different t.x r.te, pl.... ,t.tl your
relation.hip to dlcld.nt: ___0__
OFFICIAL USE ON LV 0 AAf
PA DEPARTMENT OF REVENUE
PART
~
TAX RE1UHN . COHPUTAT1UN
LINE 1, Dot. E.tobll.hod
2. Account 8.1ance
5. Perclnt T.xlbl.
4, A~ount Subjlct to Tax
S. Dlbts and Daductions
&, Anount r.xlbll
7. TeM R.to
8. Tlx DUI
I AX ON ~OlNT/'licUl> I ACCOUN1S
PAD
I
2
3
4
5
6
7
Q
DEBTS AND DEDUCTIONS CLAIMED
t t
-,
u_
1
2
3 X
~
5_ -
6_
7 X
8
-,
PART
[!]
DATE
PAID
PAVEE DESCRIPTION AMOUNT PAID
--[ L
TOTAL I Entor on Line 5 of Tlx Conputatio"' .
--
f plr jury I I dachr. th.t thl
f ~w knowledge and baliaf.
tbvJ/'-'
flct. I
hovo ropnrto't.Obov'tr~roct
f10HE (~ t J ) '- 1
WORK (p) . / - - 10
TELEPtI NUMB
and
GENERAL INFORMATION
1. FAILUNE TO RfSI'OND WILl. Rf,SLll.T IN AN OFfICIAL f4)( ASSESSMENT ",lth ItPpllubl. lnhrlllt bl,.d on infor'IUon
.Ub_, Ued bv th4l f1n.nt:lhJ In.\1 tutlon.
r. Inheritance '''Iii beoH., deljn~\.II11nt nlnll Monthl a,t." 1.111 cttlt&da.,"'It'll llftt, 0' fl,..th.
J. A Joint Itccount h hKahill "VI" though thl d,cltdl"t'. nllM" WIll IIddflli III III ..tt.r M ~anv.nl.n('j',
1\. AOl!lounh (Jr.cludlnll tho" held bllt".." hu.bltnG ftnd wHI' whlth the ,I.-cld,"t put In JQlnt ".... within onlll YI.r Prior to
dtI,th .r. fl.lllv '8)(lIbt. .. tran.f.r..
S, lcc:OUtlh "~Wllhhod .lolnth b.tw..n hYlhand and wlf. "01" th~ Ufl' vnr pr lor to dl"th .," not t"l(ltJh.
6. Aocounb h,ld b~ . dlctidlnt "In trult '('II''' ~oth.r or oth.r. III" '.ubl. fulh'.
REPORTING INSTRUCTIONS
PART
I
TAX PAVER RESPONSE
1. atOCK A - If the InforMation and cOIIPutflltlon In the rlllUClI .,., Cf/rrlct and d.duct!Oli. ar. tlot It-.lna cd.J..d, phua ~ "1("
In blo<lk "At< of p,,,t 1 of tho "hKPllv.r R..pon.... IICUOM. Slg" two cOjJIl.. l!ind IUbMlt th'lI with ynur <lh.ck fOI' thtl HOl.Int of
truc to thl Rlvht.r of Willa of n,. county Indlc.t'd. Tha PA napl'lr-t"'lnt of R'Y.n~~ will 11I1I, an offlohl u......"t
(Forll REY-l!,4lJ EX) upon rUIIJIt of the '.lIturn froll th. R.gl.tor- of Willi,
Z. 8LOCK!I' If the tu..t ep.fJ(fiad on th1ft noti~)., hu blln or 10111 bill rlportad "'nd hI)( Plfld wJth the P.nn'vIYatll. InhttrJtarw:.
hll( R'tum fll.d by HIli dacad.nt'. r.pr..ant"Uya/ plll~' ~n "X" In block "n" or, Part 1 Qf thl "hKPllver Ro.pc,"u" ..ctlon. Sign on.
copy and r.turn to the PA Oapart.o"t rd Ravenu., Bur.." af IndlYldual 111('1, nlpt .1'80601, Harr.lsburg, PA 171U-061H In th.
any,lopa provldld.
~. lHl'lrK C If the notlcl Infern.tlon It In(lorroct and/or dadudlon. Itr. balM (lIBI"'.d, (ltl'ek hloek "Co" "nd ~~ollblah Parh Z and 1
I"cord~nv to tha JI\ltruCitlcms balow, 5J\iln twn tophi Ilnd 'ub..", thllll with your f,;hll(lk for the 1!l1llOunt of talC paYllbl~ to tha Re,htlllr
1'If Wltlt 0' the CDun,y Jndlclt_d. ftt. PA Oap.rtll.n, Df R.v.nulI will luua .n aUlchl! useUl'llnt (For. Rt:V~lS4. E)() upon rauiPt
of the ..lIturn fro. tha Righter of Willi.
TAX RETURN - PART
2
TAX COMPUTATION
LINE
I. Er,t.r
NOTt:J
the dp". tha accourtt orlllJnally w.. utablhh4ld or tltlad in tll. lIannlr .)(htJng at data of a..th,
For a daCGosnt dying aft.r 12/12/82: Account. which the d'~'d.nt put In joint na.a. within ani (1) y..r of d..th ar.
tll(mbl. fully lit tran.fars. flm".Yllr, thora It en 1iI~~tu.ion not to IIl(cud tl,OOO PIt tn"u~.r.. reoardhlll o~ the "'.h,. of
the account or thl nuab,r of ~r.co~~ts hald.
rf a double eliltari.k (MM) appaar. ha'or. Your ,If.t na.a In ttte addr.,. port Jon 0' this notlc., thu *1,000 aMolusJon
alr..uv has been dadu~t.1 fro. th~ IIccount balanca e. reportld by tha flnanclftl Institution,
Z. Entar th4 tohlt ballMa I)f the account InCluding Intar..t 8ccrued to tha date of duth.
1. The parcent 0' tha fJCcount thet it hMtlbla foc' uch sur\llyor ill detaralned e. follow.t
A. Thl par-O'nt ta~ablD fn,' joint IIIs.t. establ Jehad 1II0rl than ona yur pr Jor to the dOU01t.lt. s d..th:,
DIVIDED 8'( TOTAL NUH8ER Of
.)OINT OWNERS
Ekallplel A joint unt rlillghtarnd
DIVIDED BV rOYAL NUH!lER' OF l( tOO '" PEJ:tCEHT TAXABLE
SURVIVING JOINT OWNERS
In tha n~.8 of tha dlillcedent and two othor parsons.
1 DIVIDED B,( ! (JOINT OWNERS) DIVIDED 8V Z (SURII!VORS) . .167 )l 100
16.7% (TAK~8lE fOR EACH ~URVIYOR)
I. Tha plrcl~t ta~abla fur St..t. croatld within ona y.ftr of tho d.c~dent.. daath or account. ownad by th, decadent but h'ld
In f;rUlt for anothar indlvJduaUI) (trust benaHeJllrlls) I
I DIVIDED BV TOTAL NUH!lER OF SURVIVING JOINT
OWNERS OR TRUST 8ENEFICIARIES
X IDa
PERCENT YAXA!lE
Exeaptl: Joint account raghtar.d In the nUl 0' tho daead..nt and t...o othlr pGlrI.Jn. and utablhh.d within on. y.ar of aeath by
tha d.caaan t.
1 DIVIDED 8'1' Z ,SURVIVORS) . .50 )t 100 50% (TAXABLE FOR EAC~I SUAVIVDA)
I!
~, Thtl a.ount .ubj.c:t to tall: Ulne It) 11 deterlllnad by .~I1tJphJn, th. acc-oUl'lt bal.nc. (lIn. Z> b~ th. ~rc"nt tuebl. (lina 1).
i. Ellla,. ~hlil -;'ohll uf \11011 li."iJl, "110 "'''ul.l~\lll!1l. ll.~..... },,, Pe", ;i.
6. The a.ount tanbh <11na 6) Is deh"IlJ,....d b~ SUbtracting the d~bh and deduction. (lIne 5) froll tha aaount IUbject to hI< (11". It),
7. Entlr tha appropr~.te tlK rate (lln. 7) a. d.ter.inod bilow,
A. fer datu 0' d..th occurring aft.r 6/30/94, the hll rat.. for trllnshr. to .pou.... arll lit. (Dllow'l
1. Data. 0' dallth on or after 7/1/94 and bafor. 111/9S tha rata h !%.
Z. Oat.. of death on or aftlr 1/1/95 transfer. to Ipou.e. wIll ba t'lIad at 0% tn)( rah.
Not., for dat.. of d..th prior to 7/1/94 transfer. to spouus are taxnbl. at 6:<.
t. Tranthr. to IJna.1 ducondllnt. IncludlFljJ father, Mothar, .on, deLlghtar, Ara~dchlldren, 10n~ln-Jaw,
dauehtar~ln~law. rltapchJJd and thalr Iuua flr. t&xable at ~h pareant (6%).
C. Trant'ar. to aU othlr. IncludinG brdth.", .ht.r, uncle, eunt, n.phl" and nt.c. "ra h)(nbh at flfhln percant (1S:0.
D. If )IOU oheng. t..,. tllll( rat., pl..,. .p~lh your raletlonshi" to thit d.na\lant In tha are" proYldad.
.. Thtl ..ount of hUI due (lIne 8) h ri.terllinad b~ aultlfllvlnu the a.Gunt tal(llIbla <11n. 6) b)/ tha tax r.ta (IIna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Al10wabla ct.bh and d.duction. ara dateratOMd .. foUG"I:
A. Vou leVllh are ro.pon'4lbl" for Ply.ant. or the IItIIt. .ubj.ct to adalnhtraUl)n by D par.unlll repraunhtJIIIII h In.uHJcdant
to p~y th. d.du~tJbia It....
ft. You aotualb pella th. d.bh lifter duth of the d.e.dlnt and can furnhh ~roo' of pay..nt,
C. Dabb beJng daJaad ItUtt ba Ita. had fuUy In P"rt!. If additional .p~. h n..dad, u.. plain pepar . 112" )( 11". Proo, of
pay.ant ..y bG raqua.tld by th. PA ne~.rtaant of RIII.nua.
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE 8UREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDD. (717) 772-2252 (HEARING IMPAIRED ONLY)
----
..
GENERAL INfORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAM ASSESSMENT ...Ith "1JJ'IIr.Nbll Intllrllt h.ud on Infllrutlon
,ut>.lttld bv thl fln.nalal Institution.
Z, InherHancI tlliC blec... dlllnqulnt nln. ..O"tI,. 11Ift., thl Olt:ldl"\" "lIh of death,
), A joint IIDtlount II hubh flVI" though 11111 IiICldln\'. nl.1 WaI "ddld .1 . Ill_tt.r of conyenl.ncl.
If, AC:(lount, (Including tho'l held bltw.." hu.blnd and wll.1 which thl dludlnt put In Joint nn.. within on. y..r prlur to
d..th ~r. fully tIK.bl_ .. trl".f.r..
,. Aconu/lll utftblhh,d jointlY b.twnn hUlb.I\d Ind wi" lor. Ihl" on. vn' prior to dulll .r. not hllabll.
.. ACiClIlJnh hlld bv . dlUcMnt "In trult fo," Inother or others .r. taMabl, fulh'.
REPORTING INSTRUCTIONS
PART
1
TAXPAYER RESPONSE
l. BLOCk l . If thl Infor..t1on and COllputltlon In thl notlc. Ir. corrlct and dlduotlon. IUI not bl!ng chl.ld, phct an "II"
In bll'lck "A" of Plrt 1 of thl "TawpIVlr R..p~n.." 'lctI~n, Sign two cop II' and ,ubI1' 'he. with your chick for th, awount of
teM tl'l thl RIgh"r of WHI. of thl county Indlofltld, Thl PA Dlpflrt.lnt 0' Rlvlnul will l"uI an offIcial ........"t
(For. REV-I~4a ~Il) uflon rlcllpt of thl r.turn fro" th. RIgllt.r 0' will.,
2. alOCK a . If thl fllllt IPlclflld on thit notlcl hn bun or will bl reportld and tlM paid with tt'l Plnnnlva"1. In.,.,ItI"CI
TIM R,turn filed by the dletdemt'" rlpre.."htlvl, pittc. In "W' In blMk "B" of roart 1 of t~1 "'aMpev,r RIIlPGn.... 'Igtlon, Sign ani
eopy Ind return to thl PA Olparhllnt Gf Rt..,lnuI, Bureau Gf !ndl..,lduIl TIK.', Cllpt l80601, Htlrri.burg, PA 111Z8-0601 In th,
enYIlopt provldld,
\, ftlnt:1l r - T.f the not Ie. Infor.llltlon I_ Inc(lrreet lind/or dlr:lllCtlontl "rl balnn c!l'dllld. chl<:k hJnd. "C" l'Intl r,flIlOI,h lI"r" llllnrf ~
according to the In.truClllon. b,low. SIgn two caple. and .ubllt the. with your check for thl aftount of taK plyabll tl'l thl RIgl.t.r
of Wlll1 of th, oountr In:Hr.atld. Th. PA Olpart'lllt of R,..,lnulI will IlluI an official ........nt (For. REY-)S48 [)O upon roc.lpt
of thl r.turn 'r~ thl Aegl.ter of willi.
TAX RETURN - PART
2
TAX COMPUTATION
LINt:
I. Entar
HOTEl
thl d.tI th. aCl;lount orlgln.lly w.. ntabll.h.d or tltlld In thl .Inner tllt:l.tlng .t date of delth.
for. u.o.dlnt dvlng .fter 121121821 Account. whIch thl d.c.d.nt put In Joint n.... within one (I) Yllr of d..tn .rt
tllt:abh fully II tranlf."., How.var, th.r. I. an 'lCcluslon not to exclld B,OOD par tran.f.rl. r.gardl... of the vllu. of
the account 01' the nu.b.r of lecount. h.ld.
If . double 'It,rl.k (WM) app..r. b~for. your flr.t na'l 1n tha addre.. portion of thll not Ie., the 13,000 'Mclu.lon
.1rlldy h.. b..n uldueted fro. thl account balancl II reported bv th. flmlnchl InsUtutlon.
Z. Ent.r thl total bal~. of thl account IncludIng Intarl.t accruld to th~ date of death.
S. The plrclnt of thl ftccount th,t II taMable for .ach survivor I. d.tlr,Jnld as follow.:
A. Th. p.relnt taxlble for J01nt "'It. astabl1shed lor. than ana ye.r prior to the dlced.nt'. deathl
DIVHIEO BV TOTAL NUHBER Of
JOTNT OWNERS
[Malllpl., A joint aint reqllt.r.d
OIl/IDEO BV TOl'Al NUHBER OF II 100 pERCENT TAMABLE
SURVIYING JOINT OWNERS
In the nallle cf th. d.c.dent and two othlr plrton,.
I DIVIDED BV "(JOINT OWNERS) DIVIDED BV Z (SURVIYORSI . .161 M 100
16.1% (TAXABLE FOR EACH SURYIYOA)
B. Th. percant taK.bl. far fIIut. crClflt.d within ana "ur of th. dec.dent's death or accounh own.d by the d.c.dlnt but hlld
1n tru.t far emoth.r lndlvldLJaU.) (trult beneflchrl..l:
1 OIYIDED BV TOTAL NUMBER or SURYIYING JOI~T
OWNERS OR TRUST BENEFICIARIES
10'
PERCENT TAIlAlllE
Ew..plll JoJnt account r.glster.d In the na.e of thl d.c.d.nt end two othlr plrson, and I.tlbll.h.d within on. VI.r of dlath by
the dloldlnt.
I DIVIDED BV Z (SURYIYORS) . .SO II 100 SOX (TAMABLE fOR eACH SURVIYORl
4. The BlOunt IUbjeot to tlK (line 4) Js d.ter.ln.d by lultlplvlng the account balanc. (11nl Zl by th. perclnt tlNable (1In. 31.
Ii, lilH.r (nil ~o(Ri 0' the C'D~' alla o8ou(ltll:ln. .tl.UQ In ".rt .J.
6. The allount taKabl. Cllnl 6) h deter_lned by .ubtractlnll the cJlbt. and dlduot\on. (11nl Sl fr08 the nMount lliubj.ct to tall: (line 4),
7. Entlr thl apprQprlat. taM rate (lJn. 71 a. d.t~r_lnld balow,
A. far d.tl. of death ocourr1nll after 6/10/94, the tftM rat.. for trftn.f~r. to .pOUI.. ar. a. follow.:
1. Datn of dllth on or aft.r 1/1/94 and b.for, )/1/9S th, rat. it 3%.
l. Olta. I'If d.,ih on or ftft.r l/l/'~ trln,f.r, to .pOUI., will bl taxld at 0% tax ratl.
"Gte I for dllt.. of dnth prJor to 1/1/9" trllnlf,r. to spou... IIrt taKlbit at 6~.
B. Tranllfa" to linnl d.lclndanh Including ftlth.r, .ather, .on, daughter, IIl'lIndchlldrtn, ton-In-law,
dlughhr,.ln-law, Ihpchlld and theJr lllue are taMable at .lK perc.nt (6%),
C, 'ranlltrs to III ath.." Including hrother, IIhtlr, uncle, aunt, nlphlw and nl.et art tflMable at fift..n ptrcent n6%1,
O. If yo~ ching. thl taM rat., plea'l Ipeclfv your r.l.t1unlhlp to tha d.cadlnt 1n the arl' provldld.
I, Thl altlJunt of ttt" d\le Oln' II) hi deterlln.d by Iluitlphln" tha ..ou"t tlKabl, (llnl 61 bv tha taM rat. (l1n. 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND OEDUCTIONS CLAIMED
Allowable debt, and cl.ductICtn. art dlterllln.d I'll; folloWl1
A, Vou IlglIlY Me ruponllbl. for p"Yllvnt. ar the .Itate ,ubllct ta adlllnhtratJan by I perlonal rtpr...ntetiv. It In.ufflcl.nt
ta pay the dlductlbl. Itl.',
tL Vou actually paid thl dabh "fhr d.ath of th~ dlCldlnt and ctln furnl.h proof of pa".lnt,
C. D.bt. b.ing clal.,d ':tllt 1J!lI It..dud fulh In Part 3, If additional .p.c" It nudld, uti phln pap., 8 112''' M 11", Proof of
pa",.nt ISY b. r.qu.st.d b~ the PA D.p~rts.nt uf R~Vlnue,
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INfORMATION OR ASSISTANCe, CONTACT ANY
REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INnIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327, TOOt (717) 712-2252 (HEARING IMPAIRED ONLY)
COM~p~:r;m~T t\%II\,!j,~'ll"IJlIANIA
. ~,'"''''
ttAAPlIS h, If A 1711800rol
I.) J;)" ') . J J
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO OE FILED IN DUPLICATE
WITH REGISTER OF WILLS
REV" 1!l00 EX. (7"94)
CAB
H P L
E P 0
C R C
KOK
P S
<'
fnrl OA' t ~I ot 01 All! A.I '"ll ll/J 1/91 CHECI<. HHH'
IIA'H'Ol)I\AI I".
H~'i1.li.l.X.!J11.Q.LUJ..Lb.lllidlJL.. -.--1.__
FILE NUMBER -
,1 'JI.009]
UllJNIYCflll1
D
E
C
E
D
E
N
T
OfCtOfNT'S NAME (l Mil, !'m 'll , ANO Mll)[ll [INITIAl)
M erR Bot'.l.y A,
SOrlAL ",cunl rv NUMnl" r,~';r-;;;-~;r-;;;;""'-T~'r-;-;""-;";~;"''-''-''
174.20.8]54 0]/20/199/ O~/O]/]925
Cllunly
(IF APPlICA91.f.j 5lHWIVINO SrOUfl/:'S NAMI: (lMT,FIIWT ANtl MIIII)LI, INITIAL) tlOCIAl !l(:CUrlITV NUMnrA
III (.1 or Nl'~l LOM!'11 II ^IHJfH'!I~l
110 MOLllll nlllv!ow
10:11010, I'A I/O,',
CLlmborJllnd
X 1. Original Rolum
4, L1mlled Esl.le
2, Supplomonlal Relum
41. FUtur9 Interest Comproml9o
(lor dales 01 doall' afler 12-12-62)
[R] 6, Dooedenl Died Teslale 0 7, Decedent Maintained a Living Tr"st
AUach co 01 Will Allach a co 01 Tlu",
ALL CORRESPONDENCE ~t~.!l CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTeD.TO:
06,
o 8,
V!:AIl
NUMnUl
C P
o 0 NAME
R N
~ ~ DorIs. to, ..Trostle
S N TELEPHONE NUMBER
., T 800 1,32 - 7991,
1. Real Estale (Schedule A) (1)
2, Slocks and Bonds (Schedule B) (2)
3, Closely Held &lock/Partnetohlp Inleresl (Schedule C) (3)
4, Mortgages and NOle9 Recolvable (Schedule D) (4)
5. Cash, Bank Deposits & Mlscollanoous Personal PropOliy (Sch, E) (6)
6. Jolnlly Owned Property (Schedule F) (8)
7, Ttansfers (Schedule G) (Schedule L) (7)
6. 'rolol Gross Assets (tolal Lines 1-7)
Q, Funeral Expenses, Admlnlslrntlvo Costs, Miscellaneous
E'penses (Schedule H)
16, Debt., Morlgage Liabilities, Liens (Schedule I)
11, Totel Deducllon. (total Lines 9 & 10)
12, Net Value 01 Estate (Line a mlnua Line 11)
13. Charitable and Governmenlal aequesls (Schedule J)
14, Net Value SubJect 10 Tax (Line 12 minus Une13)
16, Spousal Ttansle,s (lor dates 01 dealh aller 6-30-94)
Soelnslrucllons for Applicable Percenlage on pago 2,
(Include values from Schedule K or Schedule M.)
18. Amount of Uno 14 taxable B16% tale
(Include values from Schedule K or Schodule M.)
17, Amounl of Line 14 laxable 0115% rale
(Inolude valueslrom Schedul. K or Schedule M,)
16, Principal tax duo (Add lax Itom Line 15, 16 and 17,)
19, Crodlts/Sp Poverty Prior Payments Discount
+ 950,00 + 50,00
- .
20, II Line 191s groater than Line 19, enlor Ih. dlllerence on Line 20, This Is Ihe OVERPAYMENT.
~ 0 [CheOk he", II V,OU a,e roquoallng a relund 01 vour ove",avm.nt.J
21, II Line 16 is groater than Line 19, onlor Ihe dlllere/lce on LInD 21, Thl.I' Ihe TAX DUE.
A. Enter the Intorest on tho balanco duo on Uno 21A
S, Enler Ihelolal of Line 21 and 21A on L1lle 218, This ISlho BALANCE DUE,
Make Cheok Payable to: Reglate, 01 Wille, Agent
. . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Under penaUlu of perjury, I declare thllt I have e~lIminlld thl!; rlliUii;, ,nGluding IIccon,panyino lI\':hedul(tg /lnd stal<<>mllnts, And to ti'11I bUlal my knowllldOflllnd belie!, It il t:ue,
correct and complete. I dllr.lare lhataUfllalllStata has bUll f~p()nlld III truo market valllo. Cllllcl1\ration ul praparer olller tharllhe plH.onal repluentatlvlll. bued on ~it)4r1Y~~n 01
which preparel hl8 any know1lldgo, _ ._ ..:L1.J_l..z...~,
SIONATUREOF PERSON RESPONSIBLE FOR FlUNG RfTlHm Dauphin Depos i t Bank and Trust. Co. DArr:
~. ."!,,,~.t..I~~i\.~_ ~_t_':'!~.t.. _ _ m..... _.. _... _.... _ _ _...
..CarliRle, PA 17013
IJrlvl1
AMUlJNT IlEC[IVE fJ (SE f. IN5TnlJCTIONfll
--~
Romalndor Rolum
(lot dales of dealh ptlot 1012-13-62)
Federal EBla'e TB' AelwfI Required
Total Number of Sale DOpODlt Bo)(os
COMPLElE MAILING AODR[~S
Dauphin Deposi.t Bank
8 West IUgh Street
CarHsJ.e PA 17013
R
I::
C
A
P
I
,.
U
L
A
T
I
o
N
(9)
(10)
(16)
None
None
None
10,731.55
11,634,93
None
22,186.86
1,261.21
0,00 X
& TruRt Co,
(8)
157,366,48
(11)
(12)
(13)
(14)
23,1148,07
133 , 918, III
133 , 918,41_
.
0,00
(18)
13 3 , 918 . 41 X ,06 .
8,035,10
T
A
X
(17)
8
M
P
U
T
A
T
6
N
Copyright (L!tPD4 form 6tdtwMe 'only C'PSY'lfnlS, Inc.
0,00 X ,15 =
Intoreat
0,00
(18)
8,035,10
(19)
(20)
1,000,00
0,00
(21) 7 ,035,10
(2IA) 0,00
(21B)--7,035,10'
nATE
For';'600 (Rev, 7~91ll
flEV - 1~09 EX + (12-&8l
COM\lRl'l:'Xf-.'1t.'~At,~r.. t;r"'1~OrJN'^NI^
Rhlb'M btAe,a,.j'f
eSTATE OF
Betty A. Myers
SCHEDULE F
JOINTLY-OWNED PROPERTY
8511 174.20.8151,
01/20/1997
Jolnttenlnt(I):
FILE NUMBER
219"7.0091
A.
NAME
Debl:a A. Brown
ADDRESS
406 Brickchurch Rd.
Enola, PA 17025
RELATIONSHIP TO DECEDENT
Daughter
B.
C.
JOlnUy-owned property:
LETTER DATE
ITEM FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT
TENANT JOINT
1 A 10/20/95 Dauphin Deposit Bank and
Trust Co. . Checking
Account #62551698
2 A 01/05/82 PSECU Account #0174208154
TOTAl. VALUE
OF ASSET
134.05
23,135.80
TOTAL (Also entor on line 6, Rooepllulallon)
(II more 'pace Is neected. Insert addlllonal sheets 01 sarna size.)
Copyright (c) 199~ form .ofhVlltll o~ly CPByatlma, Inc.
DECO'S
% IN'f.
50.00%
50.00'
DOLLAR VALUE OF
ECEOENTINTEREST
67.03
11,56'7.90
11 634.93
Fotm '1500 Schedule F (Rev, 12-811)
AEV.16ot1T (Xt (10~1l")
eOM\1.\n~ri1~4t~mW~/lN'^NI^
ESTATE OF
Betl: A, ~ern ss# lZ.i.JO"81~)I, 01/::,QL!2.97
Thla aohedul.la appropriat. only lor Eatel.. 01 deo.dentli dying an.. O.o.mb.r 12, 1912.
This schodulolslc bo ".oa lor .11 IUllllolnloro'l. whoro tho rolo 01 lox which will be oppllcoblo when Iheluturo Intorn,1 voslsln
ossesslon and ~IlJoymonl cennol bo oslflbllnllod willI corlelnlL..-
The Instrument cloatlng 1ho fU'IlHo InloroollR:
, . .....DWIII _-D Truot
I, Sen.llol.ri.a
SCHEDULE M
FUTURE INTEREST COMPROMISE
FILE NUMBER
2197 -0091
(Pl.... .\teoh oopy ollnatrunllnt)
o Other
NAME OF
BENEFICIARY
RELATIONSHIP
DATE OF
BIRTH
AQE TO
NEAREST BIRTHDAY
1.
2,
3,
4,
8.
--
II. for aaoodonls dying on or aftor JUly 1. 1994, II. surviving spouse exarcleed or Inlends to exercise one ollholollowlng within 9
months of Iho decedonl's da.th. chook Iho appropriate boX ana aupply a oopy 01 tho documenlln which the surviving epou..
oxerclsos such wllhdrawal right.
Unllmll.a rl ht 01 wllhdraw.1 Llmlt.d rl hI 01 wlthdraw.[
III. F..xpt.n.Uon 01 Compromla. Oller: (II mors spaco Is neeasd, an.oh aadlllonal6,5 X 11" sheets)
IV. Summ.ry 01 Comproml.. OII.r:
1. Amount 01 FUluro Inlerssl , , , , . , , , , , . , , , , , . . , , , , , . , , ..
2. V.lue 01 Line 1 exompl Ircm lax es smounl passing 10 charl1les. elc, .
(a190 Incluaa eS part 01 tOlslshown on Une 13 01 Cover Sheel)
3. Value 01 Line 1 passing to spouso at spprcprlate tax rate , , , , ,
Check 1 Block D 8%, 0 3%, 0 0%
(also Includo as part 01 tolal shown on Line 15 01 Cover Sheel)
4. Valuo 01 Llno 1 Taxabla al Uneal Rala , ,
(also Include .s pari ollolal shown cn Uno 16 01 Cover Shoel)
8, Value 01 Une 1 Taxable al Collalorsl Rsle , , , , , , , , ,
(also Include ss part ollolal ohcwn cn Uno 17 01 Covor Sheel)
8. Total Valuo 01 Futuro Intorest (sum 01 Lines 2 lhru lj musl aqual Uno 1)
0.00
. 0.00
. 0.00
. 0,00
. 0,00
$ 0,00
CopYfighl (e) 1995 101111 50ltwarn only C/'SyfitIHlIS, Info,
Form 1600 Schtdul.., M (A.v. 10-941
nFV-\nl\61){(\'-D~l 1
COMMONWtA.L fll or I'FNNSVl VANIA
IN!-i(IIITANCE TAX t1!Vmk)N
E:GTATE OF
..!I!:!ty A.
SCHEDULE N
SPOUSAL POVERTY CREDIT
FILE NUMBER
M.~~Sjf 1 X'" :10 - II 1.-:.~~,--___9_ljJ5)D(I(iL___.__,.. ...-1197 ,OQ~L..-._
ThIn sohadulo musl DO cornplo\od nlld filod jf you ohockod lho opal/snl povor1y crod!t box on tho bovor ohoot
lfAMI .. CALCULATIOtlQ.LQRO~mTlf----"
(AVAI~AB~~EHTS DVIHG AFTER t2lJl!91)
...-J
4, Joint AssSIS with SpOllSO
1, 157 3~~
2. _-2~~
3. 0,00
4. 0.00
6, 0,00
1. Taxablo AssotB lotnl flOm Uno 0 (COVOI HllOot)
2. InsurMoO prooooda on Ufo 01 Dor.odont
3. Rotlref'l1onl a.nollts ,
6, PA Lottery Winnings. , ,
&1. Olher Nonlaxable Assols: L1sl (Attaoh soh.duls 11 n.o.ss.ry), , . . . , , , ' , , ,
&.,
-2.00
6b,
80;
&d.
--
&.
o.q,Q..
157,366,48
&, SUBTOTA~ (Lln.s .a, b, 0, d), , . , ,
7.
7, Total Gross Assats (Add lines 1 thru 6).
&,
0,00
9. Total Actual Usbllltles .
9. Not Value of Eatale (Subtracl line 6 lrom IIna 7) ,
If IIno 91s g..alor Ihsn $200,000 .. STOP. Tho estate Is not ollglble to clslm Ihe credit. It not, ccnllnuo 10 Port II. 9, 157 366, '.8
I PART II - CALCULATION OF JOINT EXEMPTION INCOME: - (Attach copies of Federa. I Individual Income
Tax Returns for decedent and B OUBG.
Income: 1, TAX YEAR: 1994 2, TAX YE.AR: 1995 3, TAX YEAR: 1996
I, Spouoo, , II. 0,00 2., 0 . 00 31, C .00
b, Decodent, lb. 0,00 21>. 0,00 3b, 0,00
o. Jolnt.", 10, 0"",00 20, 0,00 30, 0,00
d. Tax Exompt Income. ld. 0, DO 2d. ----(j ,00 3d, 0,00
.. Olhor Income nolllstoct above, ", 0.00 2., ---- 0,00 ""ii.. 0, DO_
l. TOISI., 11. 0 . 00 21. 0,00 31. "..-9~
4. Average Jolnl Exemption Income Calculation
4., Add Jolnl Exemption Income !tom sbovo:
(11) 0,00
+ (21)
0,00_ +(31)
0,00
.
0.00
__,....L.7_.!.J
0.00
.
4b. Average Jolnl Exomption Incomo ,
If line 4(b) Is groster Ihan $40,000 - STOP. The 081810 10 nol ollglblo to claim 1110 crodlt. I' not. conllnue 10 Part III.
l PART III - CALCULATION OF SPOUSAl. POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
_ ESTATES _
2, Mulllply by crodlt porconlOgo (seo Il\structlcns) .
3, This Is Iho amounl 011110 Resldont Spouasl Povorty Crodlt, Il\cludo Ihlsllguro
In the calculatIon of total crodlls on line 19 of tho cover sheot .
4. for Nonrosldenls, enter tho ratio of tho docedont's gtosa ostale In PA to the valuo of lha
docodonl'n gross 83telo .
6. Multiply Uno ::I by line 4 and olllet tho total 11010. ThiS Is tho arnolml of Inn Nonrosldem Spousal
Povol1y Credit. Includo Ihls tlgure In tho calculallon ollolsl croctlls on line 19 at tho cover shoot.
CtJPyriQhl (e) 199011nrll1 J;OHWlIfll only CPSysll1ms, Inc.
1. 0,00
2. 0'
3. 0.00
4. ---
6.
Sc;httdlJloN (Rfl\', l-fl2l
i. Insert amount at lAxt1.blo tfansfers 10 SPOllSO or $100,000, whichever Is loss.
J J~~) 5-7~. ! /
,
Register of Wills of
County, Pennsylvania
GUMIIERLANO
INVENTORY
Eslsleol Bel:l:y A, Myers
No, 219"7.0091
illoo known as
Dole of De81h ..QW 0 /19 9l
,Doc....d Socl.1 S.curllyNo. 174.20,8154
!?,auphin...Qeposit Bnnk & Trltnl Co., _
Parsonal Represenlatlve(s) of the abovo Eal&lo, dOCORsod, vOflfy lhal tho Items appearing In tho followIng Invontory Include all of the
personal assots wherovor Bltuale and all ollllo roal 091ato In tho Commonwealth of Pennsylvania 01 said Oecedenl, thollhe valuation
placed opposlla each Item 01 Bald Inventory mflfOsenls lis lair valuo as of the dato of tho Docodonl's dealh, and thai Decodent owned
no real estate outalde of the Commonwealth 01 Ponnsylvanla oxcopt lllat which appears In 8 rnornorand~m at tho end ollhls
Inventory, IlWo verily that the alatomontn mado In this Invenlory are truo and correct. IfWo undolstand lhallalse statements herein
are made subjoct to tho ponaltles of 18 Pa. C,S, Sootlon 4904 relating to unsworn lalslllcalion to authorltlos.
Personal Repre~entatlvo
N.me 01 Edmund G, ~~_Esq ,
Attorney:
1.0,1>10.: 231446034
Actctreas: P.O, Box 109
Lem~ PA 17043.0109
Telephone: 717/761,4540
Slgn.tur.:
Slgn.lure:
Actctress: 8 WeSI: High Sl:reet
Carlisle , 17013
Telephone: 800/432,7994
Dated:
Description
V.lue
(See continuation page(s) attached)
(Attaoh addltlonsl sheels II nec.ss.ry)
Totsl:
145,731..55
NOTE: The Memorsnctum 01 resl ost.le oulslcto Ihe Commonw..ltll 01 Pennsylvanl. m.y. sllhe el.ctlon 01 Ihe personol reprosenlallve,
Inolude the value 01 e.ch Ilem, bUlsuch ligures should nol bo .xlendod Inlo the 101.1 ollh.lnvenlory,
Prepared by the PennllylvanJ, Bar Association
Copyrioht(c) 1096lotm lIoftwarll Ollly CrSy.stIlO\S, Inc,
.",
(
~{/
Form fRW-7 (1992)
tOHfitOHWHt 1Ii Of PlHHSiVUIANIA
UfPAM1I1[HT OF RI"JUU:
aUlu AU [),- INDIVIDUAL rurs
lItPr, ;'1501.01
liARIfIUURO, PA \112"'01101
.i
""11"" "'<I;J"
,
,I') /', '/. II
c
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATI
NO.21 '/?
97124466
05'29-97
'II
EST. OF BETTY A MYERS
5.S. NO. 002-24'9724
DATE OF DEATH 01-20-97
COUNTY CUMBERLAND
TVPE OF ACCOUNT
[J SAVINOS
[J CHECK INO
[]UUST
00 CERTH ,
DEBRA A BROWN
130 MOUNTAINVIEW DR
ENOI.A PA 17025
REMIT PAYMEHT AND fORMS TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU hu provld.d the Oapllf't..nt with the Inforllatlon lht.d btlow which hili b..n u.ed In clIlcuhtlng the
potenUll hM du., Their r'cord. Indicate thtt at the duth of thl abovl dlcedant, yoU ~.,.e . JoInt ownar/ban.flcl.ry of thl, account,
If you f..l thJ. Infor.etlon I. Incorrect, pl.... obtain written corr.ctlon fro~ the financial Jnltltutlcn, .ttach II COpy to thl, for.
tH!U I lIl\U' II f. .u ,,,. .UUVlI U..J'1iI1i6, Thill dli.......ll;. ,I.. o.."ul.l. j" .......UI>!..lI.... ..:lh (I,. 1.',11111 Ii...."... ;..... l........: <I... C,".....r,.....,,,(:, OJ: ?""..,l.,,,,-d'~-
au..tlonl ..y be ftn.wlr.d by cIlAln. {7171 787-8117.
COMPLETE PART 1 BELOW . " . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Aooount No. 0174208154-CZ Dete 10-20'95
Establish.d
A.oount Boleno. 20,738.09
P....o.nt T.Mabl. )( 50,000
Aoount Subj.ol to To. 10,369.05
Tox Rete K ,06
PolenUol Tox Due 622.14
PART TAXPAYER-RESPONSE
COl FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE J
A. 0 Tha Ilbove Inforllfttlon rind tIIlC due I. corrlu:t.
1. You IIIIlY chonu to rult pay.ont to the Reuhtor of Wllh with two coplu of thl. notlc. to obtllln
II disoount or l'IIvold Inter..t, 0" you IIIIl1Y check bOM "A" ftnd return thl. notice to the ROQhter of
W\lls Ilnd on official a.,e....nt will be l.sued by th. PA Oapllrt..nt of R.venue.
To Jneure proper r,radlt to your account, two
(21 copla. of thl. notJc. .Ult Iccoapany your
paYMant to thl R.gJ.ter of Wille. Hake ch.ck
payatlla tOI "R.ghtlJr of Willi, ....nt".
NOTE; If taM ~IlY.'nt. are lIIade within thr.a
e!) .onth, of th. dacedent', nata of oeath,
YOU .ay daduct a S% dl.count of the tlM dUI.
Any inhar I tonc. tIIlC dua will b.colla dellnquant
nine (9) 1II0nth, after th. dllta of duth.
[CHECK J
ONE
BLOCK
ONLY
H. c=J The Ilbova a.set h~s b.en or will be r.port~d and talC paid wJth the Pennsylvania Inh.rltanc~ Tnll return
to ba flIed by the dlcedlnt" repre.entatlve.
C. 0 Thl above Inforllatlon l~ncorrG('t and/or debts and deduction, we,.. paid hy you.
You IIll.t cOlllplete PAFiT ~ andlor PART CD bilow,
If you indioate N different tax rat., pl.... .tat. your
r.l.tionship to d.cad.ntl
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
lAX REf URN - CDMPUTATIllN
LINE 1. Deto Eotob11.~.d
2, Account 8.1anc.
S. Parcant Taxable
4. A"ount Subject to Tax
S. Dabts and Deductions
6. A~ount Taxabla
7. Tax Rat.
e. Tax Du.
ll~ TAX ON JOINUTRUST At;';;OUN'fS
1_~
2
3 K
4
5
6
7 K
B
--......
PART
[!J
DATE
DEBTS ANb DEDUCTIONS
PAD
1
2
3
4
5
6
7
8
CL~
-
-
'---
P.~ID
PAVEE
-:_:
DESCRIPTION
AMOUNT PAID
=1
TOTAL (Enter on Line
5 of Ta~ COMputation)
:=f
.
Under p.nalU.s of p....jury, I declare thllt the fact. I hay. rllPort.d .bov. .r. tru., corr.ct and
cOMPlota to the b..t of ~y knowladge and beli.f.
GENERAl INFORMATION
1. fAHURE TO RbrOND WIll RESULT IN AN OffICIAL TAX ASSESSMENT wItt' ftf'lllllc~hl. Inl..n..' un..n on Inforll"tlon
IlIb_IU,u by t"~n'r\ctlll If,,tltullon,
I, Inhetlt"nce t'll.b.c:O'" al:lnqlJlnt tlirl' J.1cmtht .fhr the (llteldlln!'. dlt. of d..'h,
!. A Joint fltClount"tw tall,bl, Iv.n thollgh the d'<J.dlnt'. n,utfl Wilt lIdded U II 1I1U.r "' convenience,
il. AcoClunt, (Inol~1 IM.I h.hl blt.,.,n hu.blnd .~ wi 'II ~hlch the dlcldlnt put In Jo Ihl IIUI. wi thin (l"1 'tur pr lor to
d..in .r. fullY -riIlRbll III tr'nlfl",
ii, AeleGu"!1 ..t.b~.d JulntlY b.twun hU.Olno end wlh 1111)"1 ttln" on1ll YllIIr "rlnr to duth .r, flOt t.lllflbll.
.. A!lCo1GUn" hlld bw-Il dlClldtlnt "In tru.t for" If'tnth.r Of' attlfll" .r. hllllbl. fullY,
I-
~ REPORTING INSTRUCTIONS - PART 1 TAXPAVER RESPONSE
-
l. BLOCK A . If m Infor..t.lun end co.,uUltlon In thl notle:. II'" torrlle! Itld u.duetlon. art not being cl.l..d, phlc, an "K"
In blook "A" 0' Pert 1 u' the "T.Mp'Vlr R,.pon.," .,ctlan. Sign two cop I., Ilnd .ubllt th.. with ~our chick 'or t~ .~unt of
tiN to the R'II.t.r 0' Will. 0' the county Indlclt.d, Th. PA n.p.rt.ont 0' R.~.nuo will I..u. on official .o......nt
(forM AEV-lS4, E~) upon rlc.lpt of the r.turn fro. the A.gl.t.r cf will..
I. aLOCK a - If thl ....t .p.clfl.o on thl. netic. h.. b..n or will b. r.port.d ftnd tlM peld with thl Plnn'vl~enl. Inh.rltenel
TaM A.turn fll.d b~ tho dlc.d.nt.. r.pr...nht1~., phc, an ")(" In block "Ito of Pllrt 1 0' tht toTeMpllYlr R..po"It" lIetlon. Sign onl
eop~ Ind r.turn to thl PA D,p.rtunt of Rtvlnu., Iluruu of tfldl~ldual ToMtI, Dlpt 280601. liard.burg, PA 17121-0601 In thl
.nv,IOPI provldtd.
.__'1. ILOCK C . If the notlcl Inforllatlon I. Ineorrlct "nd/or d.ductlon. Ilrll bllng chl..d, check block "C" "nd cOllpl.t, Pert. ~ and 'S
Iccordlng to thl In.tructlon. btlow. Sign two copl.. IIno .ub.it th.. with 'jour ch.ck for tht uount of taM plYlbl. to tht R'ght.r
of Will. of th. count)' Jndlc.t.d. ThII PA D'Plrt..nt af R.vlnu. wJll l"uI In offlolal au.....n~ (For. ItEV-IS48 E10 upon rtc,lpt
of tho r.turn 'roo thl R.gl.ter of WllJ..
TAX RETURN - PART 2
TAX COMPUTATION
LINt:
I. Entlr
HOTEl
the dlt. thl ICCOunt orlglnl!h Wit utflblhrt,d or tlthd In thl Jllnn.r Illhting It lI.t. of duth.
For. dlc.dlnt dying a't.r 12/12/&21 Account. which thl dt~.d.nt put In joint n.... within one (I) y,ar of delth art
tlMobl. 'ully .. trln.,.rt. How.vlr, thtr. 1. fin 'llcIu.lon nnt to 'KClld S!,OOO plr trenlf.rol rlg.rdl... of thl ~"lu. of
thl ItcOunt or the nUllbor of lecount. beld.
If a double ,..t.rhk (u) app..r. blfor. your fir.t nllll in the Iddru. portion of thli notic., the IS,OOO UChlll""
tlr.ady ha. blln d.duoted fro. thl flecount balflno. I' rlportld by thl flnlnclal In.tltullon.
, '
2. Entlr thl total balanc. 0' the account Including Inter'ut Ilooru.d to thl d.t. of dtath,
'S. Tm. plrolnt of th_ ao~ount thlt II taMat-.h for tach .urvl~or It dtt.r.ln.d III 'ollow.:
A. Tha p.rcent taNflbl1 for joint au.ts utablish.d lIorl than onl vur prior to thl d.oldtnt'o d.athl
DIVIDED IV TOTAL HUHBER OF
JOINT OWNERS
Ek..pl.l A joint ....t r.gl.tlr,d
i
1 DIVIDED IV 5 (JOINT OWNERS) DIVIDED IV 2 (SURVIVORS) . .167 )( 100 . 11).71: <TAXAllE FOR EACH SURV'tVORI
DIVIDED IV TOTAL HUHaER OF )( 100 . PERCENl' TAUBlE'
5URVIV!NG JOINT OWNERS
In thl na.. of thl d.cld.nt find two other plr.on..
I. Thl ptrclnt tallabl. for asll" tr..t.d 'IJ thin on. ylllr 0' tho dec.dlnt' I dtath or Iccountl ownld by the dlcld.nt but hlld
In tru.t for Inothlr IndJvlduaUsl {tru.t bln.flclarlull
1 DIVIDED IV TOTAL NUMIER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
)( 100 . PERCENT UItAl!lE
EMOlpl11 Joint Ilccount rlgl.tlred In tht na.. of tho dlr.ld.nt and two oth.r plrlon. Ilnd ..tflblishod within on. y.ar of dtath bv
thill dlcld.nt.
1 DIVIDED IV 2 (SURVIVORSl . .SO K Ion . 50% (TA)(AalE FOR EACH SURVIVOR)
~, The lNIOunt .ubjlct to till (Jln. It) It dlterllin.o by lIultlphlng the account b.lanc" (lIn. 2) by thll perctnt ta"lIbllt {lint 'Sl.
... ::"t.r.r t~,. ~:t:l :.r '::'.Jo ':..:'':J "..,~ ..:..:..:.t:...-" ~I..~.d t:. Po:t :.
.. Tho MDUl"tt taobl. (lln. 61 It dahr_lnld by 'ubtrautlng tho dtbh Ind olductlonl (1In. 51 'ro. the alount .ubjaClt to tIN 01n. t,.).
7. Enter the appropriate t~N ratl (lln. 7l liS dotlrlllnld b.~o".
A. for data. of daath occurring "ft.r 6/10/'4, th. tel<! rllte. for tran,'ars to 'POU.II art II folloWl1
I. Det.. of death on or Ift.r 111/94 and b.for. 1/1/9'" tht rat. It 3%.
l. O,t.. 0' d.ath on or .ftlr 11l/9S tran.fer. to .pous.. will b. tall.d at 0% tlM rite.
Not.1 For dat.. 0' d.ath prior to 1/1/94 tran,for. to .pou... art tflllflbll at 6X.
I. Tran.f.r. to Iln..1 UIsc.ndants including fllther. loth.r, son, daughtlr, grflndchlldr~n, 10n-In~1.'I,
daught.r-In-Iaw, 'tlpchlld and thalr lllu. lire tlN.blll'lt 11M plrolnt (6;().
C. lrlVl,far. to all oth.r. Including brother, Ilttlr, uncl., lIunt, n.phlw find nllCl IIr. hlCabl. It flft.en perc.nt fIS;'O.
D. If you chenge the 'alC rata, pI_II.. ,p.Llfy your r.l.tlon_hlp to thl dacld.nt In thl Irll pro~ldad.
I. 1". a.Qunt of tell dUI (llno 8) it doterlllned by lIIultlplylng the llIIIount tall.bl. (llnl 6) bv thl till ratl Illnl 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debt. Ilnd d.ductlon. ara datar.lned au follow.:
A. Vou IllgtII~ Ire r..pon.Jble for pay~.nt, or tha ..t.t. ,ubJ.ct to Ilo.lnl.tratlon b~ a par.onal rapr,olntatlv' I. In,u'ficl~t
to PIlY \ht oldltCt Ibl. I tllll',
I. Vou lolullly Plld tht dlbt. aftar d'ath of tha dlclld.nt and can furnish proof of Plv..nt.
C. D.bh b.lng clfll...d IU.t ba Huh.d hlllv In Plll't 'S. If addltlonll .pac. it n..d.d, Uti plein paplr . I"''' IC Ill'. Proo' ('I'
pay..nt lay bt raquI.tld by the PA O'Plrtltnt of R.Vlnut.
TAXPAVER ASSISTAIlCE :J
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL TIlE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (71~7-B327,__TDD. (717) 772-2251. (HEARING IMPAIRED ONLY)
IS- /5 t)/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAKES
IHt1UIIUHCE TAX OIIlISION
DtPT. 111060)
IIARRI !iIlUMQ, ~, 11Ii'ft"Oflnl
NOTICE OF INIII'RIrANCE TAK
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11'03'97
MYERS
01,20,97
21 97-0091.
CUMBERLAND
101
[:~=_}~M~~=~~~"~tt'j~'~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 FOR YOUR RECORDS ...
REV: isiii" E if" Ai: i;" f 09: WI" NOTY C E" -OF" i"NHEiii f ANc E" YA" x" if'; pilif is EHEN:r; "Ai. i"owAiic E - 'OR - -" - - -- - -- - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY A FILE NO. 21 97-0091 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expan.../AdM. COlts/Hile, E~p.ns.. (Schedula H) ,9)
10. D.bh/Hodg.g. Ll.bllltlu/Ll.n. (Soh.dub II (10) 1.261,21
11. Total Deductions Ill)
12. N.t VGlue of Tal( R.turn (2)
IS. Charlt.bla/Gov8rnMant.l Bequa.ts; Non~.lAct.d 9113 Tru.t. (Schedule J) (15)
~4, N.t Value of Est.t. Subject to hx (14 J
NOTE: If an anenment was isllued previou'ly, line. 14, IS and/or 16. 17 and 18 wUl
reflect fi,gure. that include the total of ill return. a88elled to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spou,.l
16. AMount of Lin. 14 taxable at
17. A.ount of Lin. 14 taxable .t
18. Principal Tax Du.
TAX CREDITS:
PAYHENT
DATE
0', -18 - Ii 7
07-08-97
DORIS ~ TROSTl.E
DAUPHIN ETAL
8 W HIGH ST
CARLISLE
PA 17013
ESTATE OF
MYERS
TAK RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al E.t.t. (Schedule A)
2. Stocks and Bond. (Schedule 0)
5. Cl~..ly Held Stock/Partnership In~erest (Schedule C)
4. Ho~tgege'/Note. Ree.ivable (Schedule D)
S. Cash/Bank Depo.1t,/Hlse. Parsonal Property (Schedule EJ
6. .Jointly O",~d Property ISchedul. F)
7. Transfars (Schedul_ G)
a. Totel As.et.
rat.
Line.l/Clasl A rat.
Coll.t.r.I/CI.al 8 rat.
RECEIPT
NUHBER
AA211201
AA211507
DISCOUNT (.1
INTEREST/PEN PAID (01
50.00
.00
. If PAID AFTER DATE INDICATED, SEE REVERSE
fDR CALCULATION Of ADDITIONAL INTEREST.
I CHANGED
(11
(2)
(3)
(~)
(5)
(6)_
('7)
135.000.00
.00
.00
.00
10.731.55
11.634.93
.00
(81
('/'
*'
Il~' lhl II ~" lfl,1I1
BE TTY
(\
22,186.86
U51
(6)
1171
.00K'00r.
133,918.41_ K ,06,
.OOK.IS,
UBI
DATE
11-03-97
AHDUNT PAID
91;0-:00
7,035,10
TOTAL TAX CREDIT
t'ALA~CE OF TAX DUE
INTEREST AND PEN.
---~_...
TOTAL DUE
---.--- -..-.
NOTE I To in sur. prop.r
credit to your account,
lubllit the upper portion
of this forM Hith your
ta)( pay...nt,
157,366.~8
:>3.448 07
133,918.41
.00
133,918,41
.00
8.035,10
.00
8,035,10
8,055,10
,00
,00
.00
If TOTAL DUE IS LESS THAN t1. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR I, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS.)
,
(.; r~
-...,!-..,...J
RESERVATION, [lIt,t.. of dlclfHnh avln. on or b.tor. Dloellb'r 12, 1ge~ -. if any fuhlre Int.r..t In the IIIUt. It Vlnlflrtld
In Po'....lon or enjoy..nt to Cle.. I (coll,t,r.l) bln'flcl.rt.. of thl dlGlatnt .ft,r the IMplrltlon of any ..tet. for
Ilf. or for y..t., the Co..onw.,lth hereby IMpr..,lY tl..rv.. the right to IPpr,t,. Ind ...... tr.n~f.r tnh.rlt~. TaM.'
*t the llwful el", . (co11.t,r,1) r~t. on any Juch future Int.rl.t,
PURPOSE OF
NOTICE I To fulfill the r.qulr.aent. of Slctlon 2140 of the Inh.rlt.nel and E.tet, TRM A~t, Act 21 of 1995. (72 P.S.
$aotion 'lliOl.
PAyHtHTI Dltlch the top portion of thll Notlcl and ,ub.lt with yo~r ply..nt to th~ Rlal'tet of Willi printed on thl revor.. .Idt.
uH.h check or IItOnly order pIYlbla to I REGrSTER OF MILLS, AGENT
REfUND (CR): A r.fund of a tl" credit, Which WI' not r.~.t.d on the TaM R.turn, .av b. r.qu..t.d bv co_pl.tlng an HApPllc.tlon
for R.fund cf P.nn.~lv.nl. Inh.rltancM and E.t.t.'TtK" (REV-131~), Appllc.tlon' ar. Ivellable at th, OffiCI
of the R.al.t.r of Will., anv of the 23 Revenu. Ol.trlct Offic.., or b~ callinG the .p~lai 2~'hour
answering ..rvlca ~b.r. for for.. ord.rlngl In Penn'vlvanl. 1-&00-362-2050, out.ld. P.nn,vlvanla .nd
within 10c.1 Harrl.burg ar.. (717) 787-6094, TOOl (717) 77t-ZZ52 (He.rlna Ilpalr.d Only).
OIJECTIOKSI Anv p.rty In Int.r..t not ..tl.fl.d with the ap~ral....nt, .Ilowanc. or dl.allowtne. of d.ductlon., or .o.....ant
of t'M (Inoludlng dl.count or Int.r..t) " 'hown on thl. Netle. .u.t ObJ.ot within tJ~ty (60J d.y. of r.c.lpt of
thh Notio. b~ I
--written prot..t to tha PA O.pertlll.nt of R.v.nu., Board of App..ll, D.pt. 2111021, Harrisburg, PA 17128-1021, OR
--.lectlon to h.v. the lIlatt,r d.t.r.ln.d .t audit of the account of the p.rlonal r.pr...ntatJv., OR
--app.al to the Orphan.' Court.
ADtUN
ISTRA'(IVE
CORRECTIONS I
F8Ctual .rror. dl.eov.rad on thl. a.......nt .hould b. .dar....d In writing tOI PA D.part..nt of R'v.nu.,
aur.1U of Indlvldu.l 1.M.., ATTNI po.t A.......nt R.vl.w Unit, D.pt. 210601, H.rrl.burG, PA 171ZI'0601
Phone (717) 7117~6S05. $.. P'I' S of the bookl.t "In.tru~tlon' for Inh.rltanG. taK R.turn for. R..ld.nt
Olle.dont" (REV-IS01) fo,' an 'Mphnetlon of adltlnlttr.Uv.h correctable arrort.
DISCDl.IHTI
If ~y taN due I. p,id within thr.a (3) c.landar lIonth. aft.r the dlc.dantt. death, . flv. p.rcwnt (5~) dl.count of
the t.N p.ld I. .llow.d.
PENAL TV I
Th. 15:< t,M ~.ty non-partlclp.tlon p.n.lt~ I. cDlpUtlld on tne total of the taM and Int.r..t .......d, and not
paid b.for. JInU.r~ 18, 1996, the flr.t day aft.r tha .nd of the tax aln..ty p.rlod. Thl. non-p.rtlolpotlon
p.nalty Is app.alUJ1. 1n tt\l .... ..nner IInd In the the .n.. tI.. p.;lOd at you would IPp..1 the tlx end Int.r'f1t
th.t hll' b..n .......d .. Indlcat.a on thl. notlc..
INTEREST I
Int.r..t I. ch.rgad b.glnnlnG with flr.t dav of d.llnqu.ncy, or nln. (9) 1l0nthl and on. (1) a.~ fro. tha d.t. of
death, to the dati of PI'IY'lflt. Tlx." which tlac... delinquent blfore Jenu.rw 1. lQSZ bI.r Inter.U at the rah of
.IK (6%) parunt per IlMUI cIlculat.d at I d.lIy ret. of .OG016(P. All teMoD ",hi" b.e... dtllnquen\ on and .fter
January 1. 19&2 will bear Int.r..t at II rat. whloh will v.ry frOIl Clal.ndar y.e' tn (...I.nder v.ar with that r.t.
tnnOUnClH by th. PA o.pert...,t of R.",.nua, Th. .ppl iOMIt Int.rut "t.. for l'll!' '''rough 1997 erlll
'!!!t !!l!!J:..t RlltI Dallv Inter...t Fa\::tor :!!.!! Intlrut Rat. D.ilv Inter.at F~tor
1912 20X ,Otl054l1 1917 'X .0002,.7
19as "X .000411 1911-1991 11:< .DOOSOl
1911ft lU .00nOl 1992 'X ,0002tt1
1915 l5~ .000lS6 1991-1'" 'X .000192
1'" 10le .000274 1995.1"'1 'X .0002tt1
-.lntara.t 11 calouitt.d .. followII
INTEREST . BALANCE OF TAX UNPAID ~ NUNBER OF OAY9 DELINQUENT X DAILY INTEREST FACTOR
"Any NCltlc. I..UId .fter the tiN b.ClOItII dellnqu.nt will rlfl.et w, lnt.rut calcuhtlon to flU.." OS) d.~.
"Yond the d.t. of the ......lI4irlt. If pa~..nt h .edt Ift.r tht Int.rut c~utltlon dtt' .hot<<'l on the
Notle., additional Intar..t ",.t be c.lculetad.
,RECEIPTS OF INCOME
Interesl::
1997-02-03 Capital Reserve Account 1.78
1997-03-04 Cap ita 1 Reserve Account 10.87
1997-04-03 Capital Reserve Account 8..69
1997-05-05 Capil:al Reserve Account 7.23
1997-06.05 Capital Reserve Account 434.29
1997.0'7.03 Cspital Reserve Accounl: 523.74
1997.08-01 Capil:n1 Reserve Accounl: 505:18
1997.09-03 Capil:al Reserve Account 469.19
1997.10-02 Capital Reserve Account 518,82
1997-11.03 Capil:al Reserve Account 453.114
1997-12-02 Capital Reserve Accounl: 400.54
.......................... 3,333,77
.......................
Total Receipts of Income 3,333.77
----......-
-12.
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fc5 ... ~ .-
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OJ~ tl i:i G,I t: ,;;
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H"'~UZ
~uf;l HU
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--.........
./Ii ...........'5.,/\'
'/Jo -f& "
J)fj l.I:JtI '1.1/, ~"""J,:.~
/)&. 91\1$ ,tJ""6'~ 410J9 C7 \'Q'.,::--"
4.!/1 I) t; _ (to; V lI^ ,) l"~>'"
/Ib 01 a "'II ' };
,J /1.11).):119111 IIJI+, "91./1& --7 ~-'f/Y'~
'd,"Jt'f,._ fl/I.l ~Vll Ip "
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;,:'. f: :11 ~: ~: b 'tj.. \..,
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c; ,) r,: "'..... I~ - .
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s '"<(Iii~ '^
10 ljJ c: >- ...
,~g8"2Qf~E ~
to' ... '- ro 0 ,.,:,t 'y
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.b' ~'~ l..)
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y i. \\!
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,
PURPOSE OF
HOTtCEI
To fulfill thli rftqulrHent. of Slction 21~O of the ~nhtr1tW'lO' and E,t.ta TelC Aat,Aot 21 of 1996. (12 P.'.
Station 91~O)'
PIl\'tENT I
D.t~h the top portion of thlw Notl08 end lub,lt with your p.y-.nt to the R'II.tlr of Willi printed on the
rllvers. .IM.
H Hike chenk or 110M)' order p.v~l. tal REGISTER OF WILLS, AGENT.
REFUND (CfOI A r.fund of . tal( credit. which WI' not r.qu..ted on the till rtturl\, .lIy be ,..quutH b~ Clollftlttlng an "Application
Inr Rdund of p..-m.ylvnnl, I"hltritnnclli .,m Eltett, Tax" (REy-nUL Appllcatlont at. l",aUabh lit tM Offlol of
the RIght.r of Wille, flnll of the 1.! RtY8nUe District Offic.' or by cl1111'A the IPfi<llllll ,4-hour Im.w.tlne .,rvlel
~r. for for.. ordarlngl In P.nnlylv~l. 1-80Q-36l-20S0, uut,ld. rtnnwvlv8nl, and within lo~.l
Herrisbur, .rl. (7171 141-8094, TOO. (717) 77Z~ZZS2 (H.arJn~ Ilpalr,d Only).
OBJECTIONS, Any party In intarlet nnt ..tl.fl.d with tn. appral...ent, Dllowanc. or dJ*.llow~. of d.dur.tlon. or I"D..-.nt
of tlw (IncL~lna dhcount or lnt.rut) II .hown Ml thh Notlol .a:.> object ..,itnin slICh' (60) day. of rao,lpt of
thll NotlCI by,
"~Ilrlttan pt'otut to the PA o.parttl1ent of R.vlm.., Soard of "PPloh, Dept. 281021, Hllrrhburg, PA 1712.~1011, OR
--Illctlna to han thl ..tter detlr.IMd at the lNdlt of ttM lKlCount of the per'l)nal rlpr..~t.tlv.,. OR
'~~.l to the Orphan.' C~rt
AOIlIH'
ISTRATtW
COftRECTlONG,
fectuel .rror. dl.cov.r.d on thl. ....i...nt .hould bo .ddr....d In writl", to: PA u.part-.nt of RIVlnue,
11\1I'''u o~ Indlyldu.l Tax.., ATHh Po.t "'uulI.nt Ravl.lit Unit, DEPT. 230601, Ulrt'lllbul"lil, PA Hlla~0601
Pnon. (117) 101-6505. s., PIGI 5 of thG b~lat "In'trUQtlonll for I~rlt300. Tax RGturn for I R..la.nt
Dklld.nt" (PEY~1501) for In Ixplllnatlon of tidlllnhtratlvlh' c(lrrlr.tabh Drror..
DISCOUNT,
If My tlX dull 11 p.ld within thr.. OD c.1IOO.r ItOnth. Iftl" the MciMktnt'lt aoth, I fly. parcent (S:()
dlKOUnt of the tit)( Plld II 111 t>>Md ,
PENAL TV,
ThG lS~ tlX .."..ty non-PlrticlPltIOfI penalty I, c~ted on the totel of thl tax ~ lnt.r..t ....e.ad, ~ not
pllld bIIfor. .llM'IU*ry la, 1996, the flr.t dtRy afhr t.... end of thl tll( """t)' p.arlod. Thl. non-pllrtlc1plUotl
plMUy 11 IIPPlalllbll 1n t.... .... MMner end In tha the tell' tI.. p.r lod u YOU ltoUld appaal t~ tax and Interut
that hi. baWl .......d .. lntllcllt.d on this noUc..
INTEREST I
Inter.llt I. charg.d b.,Innlng with flr.t day of dlllnquenoy, or nine (91 .onth1 ~ aOl (1) day
frOll thtl .te of delth, to ttwl date of paYhf'lt. T.)(.. whIch tMtcNH delinquent blfor. January 1, 19tr
bear Intar..t st tha rate of .1)( ('~) parcent par &nnUft c~lculat.d at . dally rat. of .000164.
All taK.' which ble... d.llnquent on or .ftar January I, 1982 will bear Int.r..t at a rate which will ~ery froa
oalender y..r to oelandar y..r with thet rat. announc.d by the PA D.pert.ant ~f Ravlnul, Th. appllcabll
Int.r..t rat.. for 19f1i!: thrOi.Jgh 1998 fir.:
Vlllr Inter..t Rlt. Dally Int..rut factol'
198Z
19U
191"
1985
1966
uIntarnt
.OX
16:<
111:
l!X
10;(
II calculetad
,OOUS411
,OOO,,!a
.OUnOl
,OOD!S6
,00027G
"' followlI
v..,. Intar.,t Rate Dally Int.rut Fllctor
19111 " .000241
19811-1991 11% .000301
199. " .0002"7
1993d994 1% .000192
1')'5-1998 " .000247
INT~REST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INtEREST FACTOR
--Any Mothe Inuad IUer the till( bICMII. delinquent will rilflaot ell Intlrnt oalouhtlon to flft....' OS) nw.
"Yond ttt. data of thl ........"t. If pawaent II uda eftar the lntarut cotIpUtaUon At. thown on the
NoUe., eddltlonal Int.r..t .u.t tHl calc:uhtl'd.
I.')
.
l(j
_Of
MOntE I
To fulfill thl r..,lrMlnU of hoUon !litO Of the InheritinG' Ind E.tlte TIM Aot, Act 21 of 1"1, (7! P.'.
Statlon.140).
PAYMENT I
OIIttloh the top portion of thh NoUce and .,.It with your p.~t to thtl R.,l.t.r of Willi prlntlCl on thl
r.v.r.. .Id..
__ Milk. chick or lIOttCIy ordtr p.vabl. tOI REGISTER Of WIlLS, AlIENT.
REFUNO leR)1 A "fund of . tllC credit, which WI' not rlque.tld on thl talC ,'aturn, .av be r.qullltld by oOllPl.t1nt IIn "ippliOltlon
for R,fund of PennlYlvanla InnlrltWlC:. .nd Elbt. TIlIIC" (REY-UUL Appllcltlon. er. a\lal1l1ble IlIt the Offlo. of
ttw ROiIllt.,. of Will., any of the 2_\ R.venu6 Ohtrlct Office. or l:Iy calling thl ,plolal 24"hour an.werlnll ''''\110'
nuMHirt for for.. ord.rlngl In Penn.ylvanl8 l-aOO.J6Z"ZOSO, out.ldll P.nn.Ylvania MlCl illlthin lonl
Hlrrlsbur. fir.. (717) 7a7"8GlJit, TDD' (111) nZ-Z252 (Kelrlne ItlPlir.d Only).
OBJECTIONS I Any plrty in Int.".t not n.tl.fI.d with the flPflrahl..nt, Illlilill&nOI or dhlllowlnc, of dlduction. or .1lI.....nt
nf tllC (Jnoludl". dhcooot or' Intor..t) a. 'hown on thl. H"UoI .IlIV object within .1Ii:tv (60) dlv' of rl<l,lpt of
thlt NoUu bYI
w-wrJtt." prot..t to the PA Depart""t of RlvlnUll. Iclrd of App.als, Dept. 281021, Harrhbur" PA 17lU-10:ll, Oft
--.Iactlne to hav. the .Itt.r o.t.relned at thl BUdlt of tha &Ocount of the p.r.onal r.,r..antatlvl, OR
--app.ll t.o thl Orph..,.' Court
UHJH.
UTAATlVt:
CORREClJDH11
F~tual errort dl.covered on thl, ........nt lhould be eddr....a In illrltlng tOI PA Dapart..nt of A.vanu.,
tureeu of lndlvldullll Ta~", ATTNI Post A.......,..t R.lll... Unit, CEPT. 280601, Harrl.bur., PA 17121-0601
PhonI (117) 781-6505. S.. P'" !i of thot boot;l.t "In.tructlon. for Jnherltanc. TtlC Return for a R.tldent
D.cedent" (REV-lSDi) for'" uplanatlon of adlIlnl.tnU\I.h correotabl' error..
DISCOLtlTI
If eny ttlC dull h pita within thru (3) c.l.ooar ItQnth. aft.r the Mud."t.. dtlath, I fhl pero.nt (S:O
discount of thl t.~ PlIld I. tll~.
PENAL TY I
Th. tiX tllC ~.tv non-p.rtlclpatlon pln*ltv II ~OBpUted on the tot.l of thl tllC and Int.r..t ......ed. Ind not
p.id b.for. JllnUlry 11, 1996, thl flr.t d.y .ftar t.... end of thl tt)l tItlI.ty ptrlocl. Thlt nonwp.rUol,ltlon
panelty II .....ltlbl. In tMl II'" tenner and In thtl the .... U.. p.rlod ... YOU would .....1 thl tllC and Int.rllt
thlt h.. bien ......ad '1 IncHeettd .on thl. notlc..
JNTERfGTI
Intlr..t II chlllrgM belllnnlng illlth flr.t dly of dlllnquanoV, or nlnt (9) IMM"Itt'ICl end one (1) dII\1
froe thl dlt. of delth, to the dLt. of p'Vtent. rllC.. which bee... dtll~t ~forl J~ry 1, 1982
blar Int.r..t ..t thl t.t. af .b: (6l0 percent por ~ ClIlcul.tttd at I dlllh rlt. of .000164.
All t.XI. whJch ~... d.llnqutWlt on or Ifter Janu.ry 1,1982..111 be.r IIl'ctrllt lilt I r.t. whlch will v.ry frCNI
oll.ndtr Vllr to cflhndlr vllr ..1th thtt rate announud bv the PA Departllnt of R.vr\Ul. ThI IPPllcltbl.
Int.rut rat.. for 191: thrOUGh 1998 arll
"lIr lntert.t Rat. DeilY tnte'-lIt rlctor Vur Intar..t Rat. D.lly Int.,.e.t FMtor
1'8Z !OX .t100!l411 1,.7 'X .OOOZH
19U 16X ,001)458 19a1-l'r"1 11:< .OonOl
198ft H:< .00nOl I,., 'X .0001!1t7
19*' U~ .000556 1"3-19941 " .0001.2
".. 10:< ._000274 1"~-19" .X .OOOU7
nlr.hr..t h uloul.,.d .. follo"'lI :
INTEREST. IALANCE or TAX UNPAID X NUNIER or DAYS DELINQUENT X DAILY INTEREST rACTOR
--Any NoUc. tlluM .ft.r thl tIN bMo... del1nqu41n' ",111 reUlClt In Inter..t ulcuhtlon to flft"" US) dlw.
bevond thl date of thl .....~t. If paVllnt I. .tdI .ft.r thl lnt.r..t coaput.tlon det. .hown on the
Motlo., addJUon.l Int.rut IN.t bill ClalcuJltt~.
RacorflE'('
Raw' II:,
::J of
ivills
'98 JUN ,,1
P2 :09
OIElrk
Oumb("'hl'(,
juri
\,C>., PA
PURPOSE Of
HOTlCEI
To fulflll thl r...lrtttenh of seotion ZlltO af tht InhtrltlIDCll and tllt.t. 11M 'tit, "ell fa of It... 0' "..
SloUon 9UG).
PAVMENTl
DfltKh thl top portion 'of thlt Notlc. .net lubtllt with your PIYNn' to thl ...tUIr .f NllIl ftrln'... on the
r.vor.. .Id,.
.. Hike chick or .~y order pIYlbl, tOI REGISTER Of W1lLI, AQ(Nl,
REFUND (CR)t
A r.fund of . 'Ik credit, whic:h "'I' J\Ot I'.quutld on tho tlle rotur,;, "w btf "flttUllttd by oo""II'lnt In "Afl,l1C1tlUon
for Rofund of P,nnlylvania Inh.tltoncl end btUe Till" (MY-Uti). AppllclHmll Irll Iv.,Ulbl, It thl Offl".,
tht R.,htor of WUh, eny of tl'Hl U Rov.nue Dhtrlot QHlu. IIr by f1lll1n. tht ,,.IClIII '~'hour IInlworl", ..rvlo.
tlUllblr. for for.. ordtrlnlll In Plnnlvll1anle 1-aOO-)62-20&0, ouUhf. P~.yhtlnl. 11M within lout
Hlrrhburo It.. (717) 7.7-1094, TDDI <7I7) 772-22U Ol"rJnt 1....I~.d Onhl,
08JECTlONSl Any p.rty In Inhrut not IIthfl,d with tht appr.1I..,mt, allowllnC' or dl..llnwlM. of d.dutitlon" or .,....,.,t
of tax (In<:ludlnll dhflOunt or Int.r..t) a. .hown on thle Not 14/11 "'1 obJ.ct within .heh UDJ d.y. of rM,I.., of
thh Notlu bYl
--written protut to thl PA D.part..nt of R.venu., Jlurd of App..h, Dlpt. UIOII, It.rd&ttur" fl. I1UI-1011, OR
--.lectlna to have the ..tter, d.tar.lnad at the 'udlt of the ltClcouM of Ih. pt"onl' ,'.pr..entatl",., Oft
--app4al to the Orphan.' Court
ADHIN~
ISlA.lIVE
CORRECTJONS I
Factu.l Irror. dl.cov.r.d on thl. ........nt .hauld be Iddr.twed In writing tOI PA Departlenl of R.venue,
Bur'lN of ImHllldull "I<U, ATTNI Po.t h......nl R....I.w Unit, DlPT. UU'ttl, H.rr"~r.,.... HIU-""
Phone (T17l 717-650S, S.. palll 5 of the bookl.t "In.Iruotlon. for Inh.rtt~n. 'II< "II~rn for I R..ldent
Dto.ant" (AEV-ISOI) for an .xpIM.t1on of .dal,,1IIr,tlvth 4lorrtchtttl, Irro,.,
DISCOUNT I
If any taM due il p.ld within Ihraa (J) c,l.ndar lonlh. .ft.r the ~c.d.nt'. dllth, I fl"l "rolnt (Ik)
dl.c~unt of the tlX Plld I. IlloWld,
PENAL TV:
Thl ISi: hI< ""'h' non~p'rth:lpatlon penalty h co~utld on t1l4t total of the lu .". Intar... ......I\J, ttncI na~
paid HfDra Janu.ry II, 19%, tn. first dlY .ftlr tn. Inli of thl tl)! lIIMetv "rlod, Inll tMIf1....rtlol...tlon
p.".Uy 11 appilllabl. In the ..... ..nn.r and In thl Ihl .... tI.. p.t letd III YOU WOtlld "'''11I1 thl till InCIl Intt'IIt
th.t hili be.n 1"",ld II IndlcllId on thh notlcl.
INTERUTI
Int.r..t I. e~rged blglnnlno Hlth ~Ir.t dlv of dallnquancv, or nine ('1 ~Ih. ~ ~ (II a.y
fro. the fiat. l)f deoth, to the dati of pa)'lMnt. tllC.. which blfl'" dtll~' befor. JllnUlry I, ..II
bier Int",..t It thl rltl of elM 16i:l perClent plr Io"lnUI ulcullllld.t I d.llv r.tl a' ,OD'I"~,
All tll<l. which ~CI" dlllnquent on or Ift.r JfIOUer'l' I, I'" ..~II b..r Inttr.., It I r.t. wnlOh ..III VI'" fr.
ulttndlr Yllr to CIlctnd.r y..r with th.t rat. Nmomcla bV the P. PIP.n...", It' "IV""",, 'hit 1IP"IIGIbII
Intlr..t r.t.. f~r 1912 through 19'1 .r'l
VII,. Intlr..t Aatl D.lly Intarnt rite tor Vllr Int."., lilt. D.llv lilt.,.., 'Nt"
I,.z ,,~ ,ODOSIt' I.., Ok ,IDOl"
1985 ..~ ,GDOU. 1'11- "'1 Iii ,000101
19l~ ll~ ,000501 I'" Ok ,IIDlCI'
1915 15X .ooon" I'" I"'~ ,~ ,OOIIl"
1916 lOX .ODDU. I.n. 1'1" Ok ,Inm
--lnt.r..t Ie c.lcullt.d .. loll~'l
INTEREST . BALANCE or TAM UNPAIO M NUHIU 01' OAVI Dtl.INUUCNT M DAILY INTERElT rACTDR
~-An'l' Notlel lII.uN ,fter the tlM be1:.... "II~"',' ..,1;& ,.fI"' .n Int".., uhul.tlon to fll'''' (liJ dlVI
blvond the dlt. 01 thl ........"t, I' ".VNtlt I, ...... ,'tlr tht In,.,..t uMl~t\4t.tlon ..tt .hotfn on thl
NotlCll, Itddltlonal In\trlll' ...., 1M uhull'''',