HomeMy WebLinkAbout97-00107
PETITION If{m PRORATE Rnd C;RANT OF tETTERS
Estate of (,t[p.!!.L~"j2{:Yi/1/{,i___,0icc__ Nt), .~I.:,B9'1:Qlg'1.____~
also known as ____'..'' "_,,,_n''',,,' __._____" To:
___~..__""____'''_'_____,,_ Register of Wills fQr the .
______"'_'''________.._~ Deceased, County of ~,::,,~A,[I],!~fI'.b/~!l<2_ In the
Social Security No, _~]I']..::..,2,,~.~:~!1,,::.2c\:.fJ.::.. Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitloner(s), who is/are 18 years of agc or older anthe execulL hJlJ l j)<C:j/ti1J~Y .Tl'{named
In the last will of the ahove decedent, dated _, I.l- 'II -- .?L-___ _,19_
and codlcll(s) dated
(stale relevant circumstances, e,g, renunciation, death of executor, etc,)
Decendent was domiciled at dcath in .C...lll!Li.3.n>'LIlt1fD County, Pennsylvania. with
h__!~___ last family or prlnc,lipa al re1i$Nct. at __~ C- fA In il e (\'/"flIVIJ A))
eNOl L1-f.LL__[l~,l c JBf~lIlli1j (1'7 __.
(list street, number and munclpallty)
Decendent, then 9-,,--_ year. of age,. died.., " I = 1'/" 19 9 ?
at~.'J!.KRLn~i:i)'t.o (1J l.{ R,~I!~1;___.liL"" l.: l'lI/i!Li'oLT01-.
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 probatc; was not the victim of a killing and was never adjudicated
, N-/'I'
Incompetent: _____ ...c2____________ _
Decendent at death owncd propcrty with estimatcd valucs as follows:
(If domiciled in I'll,) All personal propcrty
(If not domiciled in I'a,) Personal property in Pennsylvania
(If not domiciled In Pa.) Personal propcrty in County
Value of real est ale in Pcnnsylvania
!'tuated a I' II ' ?("fV C
S S 0 ows, __,-1_,__
$~OOO' 6(.)
$
$
$
WHEREFORE, petltioner(s) respeclfully. rcq~,e.st{s) ths. p'fobate of the last will and codlcil(s)
pro<ented herewith and the grant of lellers T ~"J"AmC'/>'/" PI' _
(tf.litamentary; administrtHion c,t,a,; adruinistradon d.b,n.c.t,a,)
theron.
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h b/2i/7 ~ -:--
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t~ /-~fj~:/!f!!ll~~
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OA TH m' PERSONAL REPRESENT A TIVE
~g~~T~N~:~~~;~r~~r!N~)~S~:VA~~~} ss
Sworn to or affil'~9d and subscribed
bcforc me this __ ''',s,kt--.---- day o'
, JANUARY. ,(-:-:... ,/)9
---c.r.~' .. ~:~CL.iJ:.--If!V/I- .
, .- t ,~L _W~
M RY C. L:WISvReKisl'
15.- IS\{ -- 12. ~'
Thc petitioner,s) above.named ,wcar(s) or affinn(s) lhat the statements in Ihe foregoing petition are
true and correct 10 the be" oj Ihe kllowledge and belief of pelilioner(s) and thai as personal represen..
tativc(s) of the abovc decedent pelitioncr(s) will well and truly administer thc cstate according to law.
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WARNING: It Is IlIogal to dupllcato this copy by photofllnt 01 photograph.
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4017328
JAN,l 71996
DIUt'
COIIMONWIALTH OF PENNSVLVANIA' OEPAATIIENT OF H~ALTH . VITAL AECOROS
CERTIFICATE OF DEATH
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DfCIDIf(T'IMAA,1NQ ADOAIlU r.;.__-~ su., t"C;;"l
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!WHIR" NAME (l'i.-.1. hI..u; l""l
Ctlarlea H. DeVel\ey
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Leon 1.. Deveney Jr.
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CERTIFIC~1')ON QL!':lQTLG.L,UNI?~B....BYI,E 5.6 ( a ~"
Name of Decedent: r~nn T. flAVI>nAY, ~,..
Date of Death: .1Anl\Ary 14 1QC17 ---
,
Will No. 1997-00107 .- Admin. No. __-.-lli7-0107
To the Regist.er:
I certify that notice of beneficial interest required by
Rule 5.6 (a) of the Orphans' COllrt Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
March 26. 1997 :
Name
Address
l..eon:,L. Devenev. Jr.. 905yallev St.. EnoalL.J'1'.,,_170~_,
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except N/A
Date: .u 11tJht. '1?
":,~ q~
ame -.!:.isl1.~~ _<::9~ Esquire
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Address
3901 Mar/at Street
t:: <(
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camp flU l, PA 17011-4227
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Telephone @~_.237-04~~.~.
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Capacity:
Personal Representative
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Counsel for personal
representative
I ~I /,,'~ J:! <!>.-,'~ (~
REV,".. EX' 17'.'1' J IroRDATI50'DIATHAPlIRI2131191 CHICK H...
* INH::Jr~E~~E ~E~~~EEJ~RN f.1~~i~DJTIS C.~!~ID J1_, ,_, _ _
COMMONWeALTH Of PENNSYlVANIA (TO BE FILr:D IN DUPLICATE
.".AlM!NI 01 REVENUE b ,'I 'J' () 11)'1
HmlSRJt,j. ~~oflb',06()1 WITH REGISTER OF WILLS) CCiUN1Y COO! YEAR NUM8ER
OEN ~Me (LASr. fIUl:;7iir~TiffiTnNiTi"'l1 -.~ ----- ]". '.Oi(!DfNT'S COMPlf-TI ADO_fU
Deveney, Leon L. Sr. ~()~ ClJl1lxH'!dl1d ({(kId
Iii iOf.iAtTECU"IY~~M'" DAlfO'D,." ,"]DmOi"iii'TH-'- El1old, I'^ ]'1025
iii 116-0~-'"40 1/14/')1 2/2J./O(, COO" ClJl1bor"ldl1d
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1{] 1. Original R,turn [J 2. Supplemental Relurn II J. Remalnd.r R,turn
Ifor dot.. of d.a,h prior '012,13.82)
o 4. limited ellcUt 0 .40. fuMe InllltGS' Comprnmllfl 0 S, Fed,ral eltal' Tal( R,turn Required
Ifor dote. 01 death ok.r 12,12.82)
RJ 6. O.eed,nt DI,d TII,lell 0 7, DlCedent Maintained a living Tru'l _C2.9. Tolal Numb.r of Safe Dllpottll 901("
(AHach copy 01 Will) IAttoch copy of TrUlt)
AtL'I:ORRIISPONDIHCI' AND CONI'tD"""r. TAX 1~1'O_~SItO_ila~~",,,,..~ '
NAME !COMPUTe MAiliNG ADDRess
Lisa Marie C~e, EsquLre ==1 3901 Market s~&it
IEl!PH07N1',",UMIE' Camp HiLl, PA nOll~4n7,
737..0464
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1- R.al EItel. {Schedul. AI 11) None
2. Slocks and 80nd, {Sch.dul. 81 (2 ) None
3. Cla..ly H.ld SlackIPa'1n."hlp Inl.,.,t (Sch.dul. C) 13 ) None
4. Morlgog.. and Nole. R.celvable ISch.dule D) ( 41 NllnA
S. Co.h, Bank D.polit. & Mllc.llan,oul P.rlonal Prop.rty ( S ) _--tlQne
'" ISch.dul. E)
Ii! 6. Jointly Own.d Prap.rty ISchedule FI 16 ) 27,677.64
~ 7. Tranlfor. ISch.dul. 0) ISch.dul. II 17 ) None
E
~ 8. Tolal Gro.. A...I. 110101 Un.. 1.7) 5,796.52
h\ 9. Fun.ral Ex~lln"I, Admlnhlraliv8 CO'h, Mllc.llaneoul (9 )
'" Exp.n... ( ch.dul. H)
10, O.bl', Mortgage llabilltl.., ll.n. ISch.dul. I) {I 0) 583.81
11- Total Oeductlon'ltolallln..9 & 10)
12. N.t Value of e.tat. 11In. 8 minus lln. 11J
13. Charllabl. and Gov.rnmltntal B.que;11 (Schedul. Jj
14. NIl Value Subject 10 Tall, Illne 12 mlnul Lln. 131
IS. Spoulal Tran.f.rs (for dOltl of death oft.r 6.30.941
S.. In.tructlMI lor Aftpllcable P.rcentag. on R.....r.. (IS)
Sid.. llndud. valulI rom Sch,dul. K or 5ch.dul. M.l
16, Amount of llll8 1.4 loxabl. at 6% roll (l6) __ 21,297.31
(Include volull from Schedule K or Sch.dul. M.l
17. Amount of lln. 14 la~able al 15% rol. {I 7)
'" (Includ. valu'l from Sch.dull K or Schedule M,I
~ lB. Prlnc.lpallax du. (Add tax from Un.. 15, 16 and 17.)
,.. (r.dill
~ 19. Spoulal PO....r1y Credit Prior Paym.nll Dllcount
. + 1.309..85L + (,1 Rq
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181 27,677.64
(11) 6,380.33
112) 21. 297... 31
, 113) None
1141 ;!1.297.31
)C._- None
)( .06 _ 1.277.84
. .15 a None
118) 1,2.77.84
Interlll
~ 20. If Une 191. grealer thon Un. 18, Inler th. dlHerence on line 20. Thillllh. OVERPAVMENT.
,.. Ii!I!J
J~l'j If line 1811 grealer Ihon un,e 19, enler the dlHerflnce on line 21, Tht. I. !he TAX DUE.
A. Enler Ihelnh:ueu on Ihe bol.:Jn~. due on line 21A.
B. Enll!ir Ihe 10101 of line 21 and 21 A on line 21 B, Thil ,. Ihe BALANCE DUE'.
Make Ch,,~ Puyabl. to: ReOI.,,, of Will., Ag.nt
- --- - '~~ BE SUR~O ANSWER ALL QUESTI~NS ON- RE~,~RSE SU;E AND TO RECHECK MATH ~ -( ,~. .
Under penohifll of perjury, I declarelhal I hove fl-.;nmined thil return, induding accompanying \chedulel and "Oln"lents, and 10 the bell of my knowledge and beli.f,
it it true, correct and compleh:l. ! d.c1aro !hot ull rool t"'Olft hell been reported 01 !rue market value. Declaration of preportlr olher Ihan the perlMol rlpr..enlolive i.
baled on all informallon of which preporer hen any knowledge
,^","" ':'~z;If.~:;i ;:tf:;~72d;;;~; :~r~' t~
(19)
120)
1.373.78
95.94
ChNk h('lf' ,f you Ofll ,cqu~..llng 0 /t,fllnd of you, OV(,"flOymcnl
1211
121A)
(218)
IIV,U<wU.. I1th'l
,,~:,\t.~l'
"..\~W
COIw\MOI~Wf^L'H or PENtHvlVANtA
INHfRHA~cE TA)( !InUliN
IlfStOfNT DEceoeNT
SCHEDULE F
JOINTL Y -OWNED PROPEIHY
ESTATEO'F'~=~;;;C-~=~;;;=---~-~ - ., .-..-~--._-_.._-
_"r.e<>.n.r,.~J)e\fe"n~y, Sr.
JOlnllonont(.I,T""--'
_____~_..__~AME _~--
A. Leon L. Deveney, Jr. f I
..
,
B.
c.
Jolnlly-ownod proporly:
~-._----
ITEM LETTER DATE
FOR
NUMBE JOINT MADE
TENANT JOINT
1. A 2/8/95
2. A 12/4/92
3.
A
2/70
-._-_..._._-.__._._--,._--_._~
- -- ". -----, J-FiLi NUMBER
21-97-0107
-.. ~-- -- .- ._-_._-<..~--_.~_..- ._-~-----
--"'--,--_~~!l.!l!l~~_m___n__m _~ __
905 Valley Street
Enola, PA 17025
1;'
,I;
.
I
- ------.--..-.--.*----.-
I. DESCRIPTION OF PROPERTY
.
'Glenbrook Annuity
P~:Cammon Stock - 396 Shares
@ $38.00 per share
P I Checking Account No.
: 5140109502
,
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RnATIONSHIP TO DECEDE"!L....
Son
TOTAL VALUE DECO'S DOLLAR VALUE OF
OF ASSET % INT. DECEDENT'S INTEREST
$34,875.6-9'-- 0%
15,048.00
$:\.7 ,437 .85
7,524.00
5,431.57
2,715.79
,';
,
I"
--.--.--...,.~---.------. -.,...._~____~4_.._~_.__ ____ ._..________~._..___
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1 SCHEDULE H
~j~ FUNERAL EXPENSES,
COMMONW!AlTN 0> 'WNillVANIA ADMINISTRATIVE COSTS AND
INHERIT.Ne, TAX !!!URN MISCELLANEOUS EXPENSES PI~a.. Print or TVDe,
R!510f!NfDEC;~D!NT ..~a~ _~_"" .. ...:..!..l:.:..,___
mAfE OF - - ,.,,-- -'. ' - --.'.'" .-- .-- ," 6E~
Leon L. Deveney, Sr. 21-97-0107
~__ c___~_""""~________----.......-...~~. .~_~__ ,__~"_.____
rr~ I
NUMBER OF.SeR PTION
A. Fun.ral Expen.e..
I
IUVI31l f\(. f1,II)
1-
2.
B,
I,
2,
3.
4.
c.
I.
t
3,
4,
5,
6,
7,
8,
9.
AMOUNT
RiChardson Funeral lime
$3,372.00
720.00
265.00
41.00
3.
4.
Rolling Green Cenetery
Dinner/Reception
Flowers For Alter
Admlnl.tratlve Ca.t..
N/A
P.r.onol R.pr...ntativ. Commission.
Social S.eurlty Numb.. of Porsonal R'pre.entatlvel
Year Commission. paid
Attorn.y Fee, Henry F. Coyne, Esquire
" 1,000.00
Family Ex.mption
Claimant
Address of Clalmont at d.eedent'. death
N/A
Relatlon,hlp
Stre.t Address
City
Stat.
Zip Cod.
Probata F..,
32.00
MI...lIaneou. Expen.e"
Certified Mail - DPW
2.52
89.00
60.00
72.00
15.00
32.00
15.00
50.00
31.00
S 5.796.52
RiOllTIoval of Bulk Trash
CU11berland County Law Jou.."1'al - Legal Adverti.SElfrent
Pat1;'iot News - Legal Adver~isement
Inheritance Tax Return i"iling Fee
Posta.ge
Toll Calls by Executor
Cleaning Expenses and Supplies
Executor's Mileage @ .31/mile
TOTAL (Also enl., on /in. 9, R.copllvlotionl
(If mart 'pace I. n..d.d, In.ert addUlonal .he." of .am. .1...)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IHltfRIIANCl: !AIl UIVltWN
lJrPl. 180601
11A'WISaURO. fl. 171Z.~ObOI
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALl,OWANCE
DF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-22-97
DEVENEY
0\-\4-97
21 97-0107
CUMBERLAND
\01
I,~m_~ _~:~"nt~~~~~:~J
MAKE CMECK 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 '....
iiEV: is'4i-Eif" i.F1>"" i 03":97"1 - Niff iCE - -6 F .YNHEiii i ANc E- TAx" jip PRAY SE i1ENr; "A i. i:6wAiic E" CiR -... m - - ,." -" - -".
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LEON L FILE NO. 21 97-0107 ACN 101
LISA MARIE COYNE
3901 MARKET ST
CAMP HILL
ESQ
PA 17011
ESTATE OF
DEVENEY
TAX RETURN WAS: I X) ACCEPTEO .S FILED
RESERVA1'ION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Es'h,t. I Schedule A)
Z. Stocks end Bondi (Schedule OJ
3, Closely Heid stock/Partnership Inter.st (Sch.d~ll. C)
4. Hodgeg../Not.. Rae.iv_ble (Schedule DJ
S. C.sh/BAnk Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7, Trensfers (Schsdul. G)
8. Tot.l A.s.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. run.rel Exp.n5../Ad~. Costs/Mi$c. Expense. <<Sohedule Hl
10. Debts/Hartgage UabU1tiys/L1ens (Schlldule Il
n, Total Deductions
12. N.t Value of Tax Return
13, Char1tr..blll/Go"'flrmnenhl Bequas.ts {Schedule J)
14, Net Value of est.t. Subject to Tax
If an assassment was issued previously, lines
reflect figures that include the total of e~
ASSESSMENT OF TAX:
15. A.aunt of L1n. 14
16. A~ount of line 14
17. A~ount of Lin. 14
18. Prinn1pel Tax Oue
TAX CREDITS:
IPAVHr,NT
I DATE
[04-i4=9f
09-15'"97
NOTEI
.t Spou..l
t.xabla at
taxable at
rat.
Lineal/CI... A rat.
Coll.taral/CI... 8 rat.
CHANGED
II) ,00
12) ,00
I 3 ) ....Q!.
14) ~
15)__ ,00,
(6) 27.677,64
(7) ~
t8)
(9)
(10).
5,796,52
583,81
(11)
(12)
(13)
(14)
(i/
*'
lUlU! U UP COI,tll
LEON
L
DATE
09-22-97
NOTE: To in.ur. proper
credit to YOUr account,
tubMit the upper portion
01 this for~ with your
tax paY~.nt,
27,677,64
6 .~RO :n.
21.297,31
,00
2.!.d.2l.:.B.
14, IS and/OI' 16, 17 and 18 will.
returns assessed to date.
(IS)
(16)
117)
,00 X ,00.
2\'297,31 X ,06.
,OOX,15.
(18)_
,00
1.277,84
,00
1.277,84
------J
AMDUNT PAID __
1'309'891
95,94-
-- '~
TOTAL TAX CREDIT 1.277,84
BI~TA;RCEE~~NToA~~;~.E -___,_,__,_~ ~ ~ _
TOTAL DUE ,00
-_._-~--_.._.__. ---------
RECEIPT DISCOUNT (.)
NUHBER INTEREST IPEN PAID I")
AAlS5394 I 63,89
REFUND~ ,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1. ND PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREon" ICRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIDNS.'
RCSERVATION,
PURPOSE OF
NOTICE I
PAV"ENT,
REFUND (CR II
r~
l
t','
i"
(L
",
E,tetell of dtcldenh d~I""M or btfore Ot~..tr 12, 1'12 .a If .n~ futurl Intlr..t In the tltlt, II tran.f,rrld
In pO.....lon,or .nJo~",nt It~ (;111.. a ((loUltual) beneflelarl.. of thl dlll.dlnt, eU.r thl .lCplt.tlon of an~ ..tat.
life or 'or YI~r., th~' ~~r.nW"lth hereby 'Kpr."l~ r...rv., the right to ftpprll,.and...e"tran,'erlnhtrlt.ncl
at 'the lawful CII.. a Cc!o'1htlreU rat. on any .ooh future 1nt.relt.
for
Talll,
To fulfill the requlrl"lnh of Slot Ion 2140 of thl Inheritano. and E.htl TaK Aot, Act 21 of 1995. (72 P,S,
S.ClUon 9140),
O..taoh the top portion of thl, Notlvl and .ub~lt with vuur p.y.ent to thl RIglltlr of Will. prlntld on thl rlv.r'l .Idl,
--".ke chick or IIt.nlY ordlr payabll to I REGISTER OF' MILLS, AOEHT
A rlfund of . taK orldlt, which WI' not rl~u.lted on thl T'K Rlturn, "IV b. rlqul.t.d by ooapl.ting ~n "Appllo.tlon
for R.fund of Plnn'Ylvanla Inherltanc. and E.t~tl TaM" (REV-1313). Application. arl avallabll at thl OffiCI
nt the Rlahter of WHit, anv of the 23 Rev.nue Dlltrlct Offlo.., or by oalllng the .peolal 24-hour
Inowlrln; ..rvlol nU~lr. for forM' ord.rlngl In penn.Ylvanla 1-600-36Z"2050, out. Ide P.nn.vlvan1a .nd
within luo.l Harrhburg lIrea (7111 787"6094, TOOl (717) 772-Z2SZ 01earlno hlPalred Only),
OBJECTIONSl An~ p.rty In Int.r..t not ,.Utfl.d with th& llppral...."t, alloweno. or dl"llowcno. of deduction., or a...IIMnt
of taM (Including dl.eount or Int.re.t) aft .hown on thl. Hotlol _u.t objlot within ~JMty (60) diY' of rec.ipt of
thl, Notlc", bVl
"l>>ilN
ISTRATIVE
CORRECTIONS I
DISCOUNT I
PENAL TVI
INTEREST I
--wrlttln prot..t to the PA D,pllrt...nt of Rllllnue, Board of ApPllll.~ D.pt. i?610i'1, Harrisburg, PA IUlI-IOZI, OR
-~.ltotlon to halo" the "athr d.tlr"lned at audit 9f thl account of the plrlonal rlprl..ntatlvl, OR
--apPlal to thl Orphan,' Court,
feotulIl Inor. dheovlred on thh ........nt .lIould ba addr....d In wrltlng tOl PA D,pllrt..nt of Revlnue,
Burlau of Indlvldu.1 TaMl., ATTNl Po.t AIII.....nt RI\l1Iw Unit, nep\. 280601, Harrl.burg, PA 171za~0601
Phonl (717) 767-6505, Se. pagt S of th. bookl.t "In.tructlon. for Inheritance Tax Return for I R,.ldl"t
Oleldlnt" (REV-ISOI) for an eKPlan.ticn of lld.lnl.trativllv ~orrlctabl. err~r.,
If Iny t'M du. 11 paid wlthhl thr.e (5) ell.nder .onth. aU.r the dle.dlnt'. dllth, . flve percent (5:() ditcount of
thl teM Plld I. allowld,
Thl 15:( taM alWl..ty nun-particIpation p.nllltv .. cOllput.d on thl total 0' the talC and lntlr..t ...oued, and not
plld blforll January 18, 1996, the first da,,' afhr tha .nd of the taM I"n..ty Plrlod. Thl. non-participation
penaltv it spp..lable In the! sue Manner and In the thl .... U.. plr lod .. you wC)yld ,ppa.l thl tal( and Inter..t
that he. b.en a..nted IltI indlc.ted on thh notIoII.
Int.r..t it chlr".d bl;lnnlng with flr.t dlv of dll1nqu.noy, or tllne (9) !lonth. and ona (I) d.v fro. the date of
death, to the dati of pay..nt. TIM" whloh becaMI delinquent blfore Januarv I, 198i? b..r lnt.rl.t at the retl of
.IM (6%) percent pit anmJ. calculat.d .t a dally rat. of ,000164, All tllM" 'fl1lch bec...e dlllnqulnt on and aftlr
Januery I, 1981 wll1 bleil' Inter..t at a I'at. which will vlry fro. cftltndar Vllr to oal.ndar v.ar with that rat~
announc.d by thl PA Depart~.nt of R,vlnu', The applloabll inter'lt rat.. for 191Z through 1997 arl'
'!!!r Int.rllt Rate Daihl Intar..t faotor ~ Int.t..t Ratl Dally tnt.re.t Faotor
1982 lOX ,000541 1987 9X ,000247
1981 16:< .000438 191'~1991 11% ,000301
1984 11% ,000301 1992 9X ,000247
1915 13% ,000356 19'3~1994 1% ,00019t
1986 10% ,0001.74 1995~19l17 9X ,OOOZ47
~~Int.,...t 10 calculat'd .0 followlt
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice luued after thl taM baco... dellnqulnt 104111 refleot an Inttrl'llt Clalcuht10n to flft.,n (15) daVI
blyond tha d.t. of thl ......".nt, tf pfty.'nt 1. Mad. aft.r thl Inter..t co.putatlon det. .hown on the
Notlc., additional tntlrllt .u.t b. oalculat.d,
PAYMEHll
Dtlt.oh ttM top portion of thh Hotleil IM'td .ub.lt with yO\lr pay""t ..01 p.ylbl' to the nHl ltnd .ddr...
printed on tht r.v.r.. .Ide.
If RESIDENT DECEDENT .*1(1 check Dr .onew ordtr pIYlble tol REGISTER Of WILLS, AGENT.
[f HON.RESlDENT DfCEDENT ,Ikl chICk or .onlY order PIY'bll tOl COf1~NWEALTH OF PENNSVLVANIA.
REFUND (CR)1 A r'fUnd cf I tlM crldlt, Nhlch WI' not requI.tld on the TIX Return, .IY bl rlqUl.t~ by c~lltlng an
"Appllc~tlon for R.fund of Plnnlylvcnia Inhlrltancl and Estat. Tax" (RfY.1313J. APplication. .rl av,llabl. It
the Offlol of th. RI,ht.r of WUIt, Itf\W of thl 23 Rlvlnue Olatrlct OffiCI' Dr frH tho ()opart..nt', 24-hoUr
"'1w.rIOl ..rulee n_Irs for for.' ord.rinlll In Plnn.ylvanla 1'.800-362-2050, outtldl Ptnnlylvllt'\l.
and within local HtIrrhbur. Ir.1 (717) 787.S0'it4, TUOI (717) 772.22SZ (H.arlno I.alrod onlY),
,
REPLY TOI
~Itlonl rlgardlng Irror. contalnld on thl. netlcl .hould he addrl"ld tOl PA D.pert..nt of Rlvenu" Bur..u
af IndlviduMl TaxII, ATTNI po.t A"I~..ent Rlvllw Unit, nept. Za06Dl, Herrl.burg, PA 171Z6-U6Dl, phOne
(717) 717'6505,
DISCOUNT I
If any tlX due 1. peld within thr.1 (5) cellndar IOOth. efter thl dlcldlnt" d.ath, I flvl plrcent (S~) dl.oount
of th. tlX 'lid I. .11o~d.
PENAL TV I
Thl ISX tax a.nl.ty non-participation plnalty 1. oOWPut.d on thl total of thl taM and Interl.t H.....ed, ~ not
peld be for' J.nuary 18, 1996, thl first day after the enet of the taM un..ty plrlod.
INTEREST I
Intlre.t I, cnareed beginning with flr.t duy of dlllnqulncy, or nine (91 ~th. and one (11 day froe tho date of
dleth~ to the deta of pay.ant, Tax.. which b~'" dlllnqulnt blfore J.nuar~ 1, 1982 belr lntlr..t It the rlt. of
.1" (6~) paroont per .n~calculatld at . delly rftte of .000164. All t,"e' which bee... dlllnqu.nt on end aftlr
January 1, l,S2 will blar Intlrl.t at a rat. whloh will vary frOl calendar yaer to oaltndar ya.r with that r.t.
announcld by the PA .DIP.rt.~t of Rlv.nue. Tho applloabll Int.re.t r.t.. f~r 1'82 through 1997 are I
Vaar Int.r..t Ret, DallY Intere.t Feator VI.r Inter..t Rat. Dally Intarllt Factor
1911 ZOX ,000546 1917 9X ,000247
19aJ lOX ,0(104'56 19U.l"1 ll~ .000301
191\ IIX .000501 1991 9X ,000247
1915 ISX .000356 1993.1994 n ,00019Z
198' IDle ,000214 199!i~1991 9X .000241
-"Intera.t I. oaloulatld ., follow.,
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
R-MY Hotlol htued afhr the taM. becOlHl' dllIMUIOt ",lll reflect an Intar..t oalculatlon to flft"" US) dlIyl
bfI~ond tho datil of ttM .......""\. If PIVHnt It IIIMia IIftlr thl Intare.t COIIp4Jtltlon detl .ttwn on the
HotlCI, lMtdltlonal Interut ltU.t bl cllculBtad.
13
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_[01'16'& ro "'~
MOTICEI a:: To f\tlfj~ r-4Ptii-nh of $IIctlon 214& (b)
l1t P.G. s.oUon~.
of the l~rlttnO. ~ Eat.t_ reK Aot, Aot 21 of 1995.
P"~TI o.t-.oh the top portion of thh Notice IlInd wbIIlt wJth ytJtlt paltMnt to tM Iteflhhr of N11l1 printed on the
r.....r" .Ide.
~~ .... ~ or IIOMY order pa!iebla tOI REGISTER OF MILLS, AGENT.
REfUND (eA) I A refund of . hI( oredit ..y tM r~.ted by capleUno In "4pplJOIltlon for R.f,", of PonnlylvWl.a
Inherlt8nQe ~ E,tat. 'aK" (REV-I!1!), Applloation. ar. .v.tltbit at the Office of the Rogl.tar of Will.,
eny of the 23 R.v~ District Offl0l8 or fr~ the o.part.-nt', 24~hour .,~rlna ,.rvJo~ ~r. for fo~. ordering,
In Pennlylvlnla 1-800-362-2050; uut,lde ~.yl....,I. and within local Harrl~rg ar.. (117) 1G7-8094,
TOO' (7171 172-2252 (~rlng I~.jred Only),
08JECTIONSl
AnY party In Inter..t not I.tl.fled with the ....s.-.nt of tax .s s~, on thi. notlca ..y Obj~t wIthin
.Ixty (60) daYI of r~alpt of thl. Notice bYl
--written prohst to th. PA o.p.rt..nt of R........uo., ao.rd of Appttah, o.pt. 281021, HllrrllbUrg, PA 17128"1021, OR
p~.I4HltJng to h...... the ..tt.r ckltflr.IMd at audit of the per.onal r.preHtlt.Uv', OR
~-eppe.l to the Orph8nI' Court.
I
i
I
I
I
1
i
I
I
ADMIN-
ISTRATIVE
CORRECTIONS:
Faotual errors dlsoo.....rad on this ........nt .hould be eddr....d In writing tal PA DepRrtlGnt of R.....~,
Bureeu of Indl....ldual Tax.w, ATTNI Po.t AI...lIMnt R.....let! Unit, Dept. 280601, Harrllbura, PA 17128-0601,
Phon. (717) 787-6505, s.. P-OO 5 of the booklet "In.tructlon. for Inherlteno. 'aM R.turn for a R..ldant
Decedentft (REV-IS01) for en explenation of aa-lnl.trlltlv.ly cart.ctBble .rror..
PENAL TV I
The lSX tax -.nasty non~p.rtlolp~tjon penalty I. cOIlpUt.d on the totel of the tax 8nd lotar..t ......-d, end not
paId before .~.r~ 18, 1996, the flr.t day aft.r the and oi the tax .-ne.ty period. Thl. non-participation
penalty Is IIIPPfIllllble In 'the .... lIannt1r Bnd In the the .1Ib tI.. period .. you NOuld IlPPMl the tax IInd Inter..t
that ha. been a.....ed a. Indicated on this notloe.
INTERESTl
For datas of death on or .ftar IO~3-91, Penn.ylvanla E.tate Tftx basad on the Federal fiatat. T.x
return becOMS dallnqueont at the 8xp!t'athm of nine (01)) ~thl 'roc the data flf "ath.
For datas of death prior to 10-3-91, Pann.yl.......la E.tate Tax baled on the f.o.ral E.t.t. T8x return
tMtoOMI dtllnqLHtnt at the explrathm of IIIGhh.n (18) ..nths frOll the date of death.
TaM.. which ~... delinquent b.fore January 1, 1982 bear Intere.t at the r.te of .Ix (6~) per~t per ~
caloulated at . dally r.te of .0001&4. All tax.. Whloh baa... delinquent on or aft.r January 1, 1942 NIII be.r
Int.rest .t a rate which will ....ary froe oalendar year to calendar y.ar ~Ith that rate announced by the PA
DepartHnt of R......nulll. The appllcDbh IIlt.r..t rat.s for 1982 through 1991l ares
"HI" Intered Ret. Dally Intere.t Faotor Year Inhre.t Rate Dally lnter.at Factor
191Z 20:t .000548 1987 9% .000247
1983 16X .000458 1988-11J91 11i: .000501
1984 lU .000301 199' 9X .0002~7
1985 U% .000556 1993-1994 n .000192
1916 Ifl:t .000274 1995~I'X1a 9% .000247
-~Int.ra.t I. oelculated as follC>>f'1
INTEREST c BALANCE or TAX UNPAID X NU"BER or DAYS DELINqUENT X DAILY INTEREST FACTOR
.-Any Hotloa I..ued after the taK becoues delinquent NIII refl.ot .n Inter..t caloulatlon to fIfteen (15) day.
beyond the date of the ........nt. If payeent II aade after the Interest o~putatlon det_ shown on the
Hotles, addltl0R81 Interelt .uat ~ calculeted.