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HomeMy WebLinkAbout97-00116 H\'I(l((' q/ ,Jdl1\L'f; al,<o knoll'll (/.1. I)I<:TITION "'OR 1)IWIlA'I'E lint! (;RANT 01' LETTEI(S ~/"17 -.I/f. II. Nilll'J'I I' No, 10: I<l'gl,I"1 "I Will, 1m Ihe , 1><'('('<11,'<1, ('ouuty 01 Cuml)('rli!f1d,,~_. III Ihe Sociol S<'<'/lriry No,1lJ8-J8-5~24 ('Olllll1ouweallh 01 Pennsylvania The pelilion ollhe undl't,igtll'd rell1l'ctllllly leprl''''I1I' Ihill: co- \.1 ' . ( I" I" I' II I / rJxes d In ;1~~ullll~~e~~\:;);:~'II:~'lI\~(::~l~;~~~(~de~/f::~:I'e~ age "bglg~'in l"iefel'ul~~~_~'-"'19111lf!_ nnd eodkil(l) daled None WiLa,dMci.i:'Ton~C:~NangIo ,who. WUl; BKec.utdi,--aTea:::Eii);!...-':.';t2, _OJ 9~76-= (<,l.\!l' I'('k\'llfll di~'tlm\lmW~'S, l"f-(_l~'Il\lnri<Hinn, dealh oll'\l'l'ttlor, Cll.',) . Cumberland Dee~l1dcl1lWllI domicilcd al dClllh In, BoroughClf._cal11[l.lil}.~{:ounIY, Pennsylvnnln, with ILJ..1l__. InS! Illmlly or prilldpal r~lid~lIee nil i(J(i_11i10EJf'd~f:!:~et ... , ~.~______.,..,." ..,., .. ..~,_ ______...c.C1lTlE )U1~L,1'.[\~_.u<LU____.,___ (Ii'll "lll'l't, IHltllh(,T and llllltldpalil~;) DceendclIl, Ihcll -.9L.. ycarl ol' agc, dicd ..__..Jl1nul'l.r.y~"l.B, 19~___, al ... ,..B01: oJ..\gh ...ilL Q <:l.ll'll;' .J:lill-,-.Qllmp~.r 1 "J}rLc::ou n t:y.1_J:lI...__,._._______. Exc~pt al follows, decedenl did 11<\1 marry, wa, not \llvorccd und did not huvc a dlild born or adopted aflcr exceullon of thc will ollcred for probate; was tWllhc victim of a killing anQ was never adjudicated incoillpclcnt; ."____..Nc;m,,... ~___'_'''_'m''''_'''''__''''''n' ____,._ Dceendcnl al dcalh owncd property with elllmUlcd valucl as lollows: (If domicllcd in I'a,) ^" personal propct'ly (If not domldlcd in Pa.) Personal property in Pellnsylvania (II 'WI domidkd in Pa,) Pcrsonul propcrty in Coumy Vahll~ or real ,",stUll' ill Pennsylvunlu sitllUll'd as follows: __---'.._~_ ...n.'. "_'_'_<_~_'"_>__'M~_________~__',"m._'_'...,~_,.. $. 162,000.00 $ $ $ WHEREI:OI<L, pClitioncr(s) rcspcclfully requesl16) thc probulc of Ihe lasl will llKd(lClIdllll~ pl'cscnlcd hercwith and Ihe granl 01 Iettcr,_.~':!'el:;kment.9ry'.....___ j (ll''ltlltllt'l1l11r~'; lldml11t-ltHliOIl C,Lil,; administration d.h.f1,C,La.) thl.'I'OIl, 7' " i! " :27 !}t: "'~ '":1,9 <- m'- ,. 70:: 1j,.- ~ ':; ~. >> li'i . (~~ ~,m~ wL~'~ . 2??A . ;;M,eC~,~lf3i~t~~~~~="" i~9z~,,~~eL'1J @lYkJ 540ttftfl Oxford Drlve 'uaruen uane 'M~:O:h"iiDIQ~btiig;}A~J.:IQ55-n='Wyom~s"JiisD"'I:A 19610 _..._._-~-----.----- "",._-----_._--~-_._--_._- ____....." .-...-.0..'."'....."... - ------------------. ._-~.~--~~_.,..~.,.... ,..._,-~....- ...'..'_...._,._._________"______~___...."... '0',-,--,- OATI.I OF I)ERSONAL REPRESENTATIVE COMMONWEALTII OJ! I'ENNSYLV ANIA COli NTY OF_CLiMBERLi'lND...._........ I .... .ss J Tile pl,'{llioner(:'d ab(f"l'"nanwd ,"'Wt,'ar{~ m alTirlll(sl thai the sliilClllCIlI;" ill till' foregoing petition arc Hill' and ~(\ITL'cl 10 IhL' lwsl lll' Ihl.' ~llowk'dgL' Hnd IH.'lil'f of pi.'titiolll'r{s) and that as personal reprcsen~ HltIVl'(',) ill tilt' alH)\'l' i.kndclIl petitioJler(s) will \~'.~~:'ll, al\l.llI.'lIl).' "dmini.'\C( {I.,.,,' eWIlC acco.,rding to law, S\\,~)Jt\ t". (1,."II'I(I\\.C<1. ,m<1 'lIlhl'lihcd ,1I.'t'. :.-.-=...--1..,:<. ".&. :~.'.;L.'-'<;;'.. '.....4L:-.,'i:!:i,...,.1... /. ...~.'~'.:.1.;~v./ hcl(1l"l' llll' 1I1i...St:t} dil) of '.' y . r~11.~SjL(\~Ir:-~~ ,. . 'M~_=:'~'_~ ~ ....... Yii. brcupry ." I~ ~J7 '1 6 ..(1 -GeL"/; . ))Luf,. "'!2-l1:~.J !a 'trJa'D ~) ~;<tS' ~ 1i<'.cill('1 l . 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Nangle Date of Death: January 18, 1997 Will No. 1997-00116 To the Register: I certify that notice of benefioial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the fOllowing beneficiaries of the above-Qaptioned estate on February 19, 1997: Admin. No. ~ Address st. Joseph catholic Churoh 5401-01 Oxford Drive Meohanicsburg, PA 17055 1409 Garden Lane wyomissing, PA 19610 400 E. Simpson street Mechaniosburg, PA 17055 Mary Louise Adams Elizabeth M. Bennis Notioe has now been given to all persons entitled thereto under Rule 5.6 (a) exoept: .... N 0 ~ !iif !i1 .. capacity: ~j~ Ii; ,.., 'l ,.c.. .0... ' , d , ~ , , " N \ " ~ el ;,j .;, Q 'dJ UW ',; &ct: P\ , .11 i~ L: (ll ad ~.J2~squire 1 West Maing~e~t Bogar & Sheely Shiremanstown, PA 17011 (717) 737-8761 ______ Personal Representative ~___ Counsel for Personal Representative Date: February 19, 1997 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND II: Elizabeth M. Hennis and Mary Louise Adams being duly .__sworn . according 10 law, dopo'el and leYI Ihatt ho y ..!\r.e. CQ_,:EKeCll\;r,-iXf;!B 0/ tho e,talo 0/ ,James!1.'. Ntlng~~.,._, ... ._ . I.t. 0/ the Borough of Camp Hill ., Cumborland Counly, Pa., decea,ed and that the withi" il an Invenlo.y made by. them .._, Iho ..id.....c:;9-..E1<..EJg~.!:J:'i)(eB 0/ Ihe entire edale 0/ uld decedenl, conlilllng a/ .11 the p."onal prop.rly .nd real ..101., exc.pl real ..tal. ouhlde Ihe Commo,we.llh of Pennsylvanl., and Ihal the /Igu... oppolil. o.ch II.m 0/ Ihe Inventory repr..enllt'l f.lr value .. 0/ Ihe dete of decodenl's dealh. ".d' . X?, /'l / . / Sworn and IUblCribed before me, ~:'~71 ./ /s-c)L<'2~' ~{>("; c? .t. ",yV c- )p~.f.a,x~~./ Elizabeth M. Bennis 1409 GarSlen, LaneLWY,'?!!li.sBin.9.L!'!\ 19610 Mary Louise Adams 5401-01 Oxford Dr., Mechanicsburg. PA '17055 April 15 9'7 _._19 ~.._ .~ i. g~., J NOlariol Se;--' Shlren~=~n~~~Olhars. Notary Publlo ,1y commIS.lo~~~p~~:~:g?~~.OP~tl 'W. f'vf1h;l>,fYlIIllc, !\lIOOIluon Of N' Dale of Death .._.___. _.L~..1;.h ..d....__._._. . _ Doy Addr." oLi:1l1uilfY. Month _.__-119.7..___________ Vur INSTRUCTIONS I. An inventory mUll be filed wllhln Ihree monlh. after .ppointment of person.1 reprelentatlve. 2. A .upplement Invenlory must be filed within thirty day' 0/ discovery of additional a"eh. 3. Additional ,heeh may be attached a, to personalty or realty 4. Se. Article IV, Flduclarle, Act of 1949. . .-I .-I (ll H ..-1 g. Ul -d J.:i \&J ~ I!! J.:i . . ~ .-I )- H . H .-I ... ~ t!l . ltl 0 = o VI ~ ~ . Ol I 0 LU 0 III 0 " iE ex: LU . \&J !Z ... ..I U. Z ~ ... o:l E ~ 0 0 ~ U. ..J ~ , ... . ~ .-l W 0 <( ::<:1 i: Cl ~ Z ex: 0 0 Ul c Ul . VI Z ~ 0 (ll 0 ex: <( ~ U ... IE z w ... ." " c " . .... '1: 0 . .0 1 ... . E 0 .. . 0 ~ if ..I U CD /5-: /).1 - ? INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEAl1H Of PlHNmVANIA (TO BE FILED IN DUPLICATE ] ')CJ7 orPARfMfNT Of RrVfNUf HA,,,,mil, W\~:"O.OI WITH REGISTER OF WILLS) COUNTY CODe YfAR NUMBeR ::~j~~;y:~;(:~;o~~r;:; ;';'~~ I';:';;~": p;::,:O~;';F:~" , 70 11 . '" ",,,,,,,,, "''',''''', "01"" ""., ,,'" '"'' "'" '''''',,' ,,,,,,,,, I'OI'^, 51' """ HIIMIII" C"''"tMOIIH~~~;'~l~/~~~~''TON~:~_=_n__m_~=_- IlfV-l:'iOOfl<+ (7.Q~l ~ a,::51h fIll!:" ~I~ 1lI."'JIt I, 'v . 'f~ ~ frl fIl Q kl I. Orlglnol R.turn II 4. Unlit.. b,o'. kJ 6. .;,.... wili .... "z flit Z Q 5 ~ !lJ 1, Renl Estate (Schedule A) 2, Slock, and Bondi (Schedule 8J 3. Closely Held SIock/Partnenhlp Inleroll ISl;httdule q .4. Mortgages C1nd Noles Receivable (Schedule OJ 5, Cash, Bonk Doposih & MllCellaneoul Perlonal Properly ISch.dul. EI 6. Joln"y Owned P,oporty ISch.dul. FI 7. Ironlf.flISch.dul. GI (Sch.dul.l) 8. Tolol Grall AU8h {total line. 1.71 9, funeral EIl.pOnS8I, Adminlstrativtl Cosls, Mlscellaneou$ hpenltls (Schedule H) 10. D.b". Mortgoge 1I0bllltl.., L1.nI (Sch.dule II 11. Total Deductionl (Iota I Unes 9 & 10) 12. Net Value of Estale lLine 8 minus Line 11) 13. Charitable and Governmenlal Bequesll (Schedule J) lA. N.t Valu!.~uble(t to TOI( (Line 12 minus line 1?) 15. Spousal Tronlfen lfor dote I of deolh after 6.30.94) See Inllrucllonl for Ar,plicuble Percentage on Reverse Side. (Include values ram Schedule K or Schedule M.j 16. Amounl of line 1 A taxable at 6% role (Include values from Schodule K or Schedule M.l 17. Amount of line 1 A loxoble at 15% rate (Includll volues from Schedule K or Sr.hedule M,l 18, PrincipollaK due (Add tax from lines 15, 16 and 17.) 1 Q, Cr.dit, Spousal Poverty Credil Prior P"ymenls +8,CJ85,05 c/ fOR DATl50fDEATH AnlR 12/31/91 CHECK HERE If A SPOUSAL POVERTY CRlDIT IS CLAIMED I I flU NUMBER 2 1 113. L15. -0.=.8. 111 12 I~r 0 00, 00___ 131 -----_._-.-.-._~--_.__. 14 I -----.___.__________.__....__.__,_. 1 5 1~_~2,9~].:5 2~______ ( 61 ____2_&U.... 5 '!_____ (71 _..._____________. (91.~962~73 1101 ___.1..L_9.5-______ 1151 _________~____x,__. 1161_li7L631L1_L___x ,06. 1171 ____. _____________._..____x ,15. + Discoun! 472.90 Inlerelt 0116 Remainder Return (lor dot.. 01 d.",h prior 1012.13-821 Federal Eltale Tax Return Required Totol Number of Safe Depolll Boxes ~,-. '0.,;., 17011 ( 81 167,917.11 [ ) 2, Supplementol Return I 1 40, Fulure Inlorell Compromise (for dotfu of clou* "itllr 12.12.82) I)lIcfld~nt Died Teslate [ J 7, DGc"dent MClintalned 0 living Trult (Attach copy of WillI (Altach copy of T rusl) A~L ~..II'PND.NC. "ND CONFIDENTIAL TAX IN,ORMATION i"PU~D I. D...CTID TOI !E~1:t~~:~j3;~;~~~~ES-qll .i r_e.. .__ _~n.__-J~~~E::~~ ~:_~~~~ , s ~A Z Q ~ .... :> .. IE ., u =:; .... 20. If line 1911 greater Ihan line 18, enter lhe cllHorenco on line 20. This il thl) OVERPAYMENT. aD ChNk til',e II 'you ow r()quc!;lmg " wluncl of you, o\lNpoyml'nt 1111 1121 1131 1141 10,034.68 157,882.43 .----...-....------ 250.00 157,632.43 9,457.95 1181 1191 (201 9,457.95 nn- Q=__ 21. If line 18 is greater than Une 19, enter the cliffarence on lino 21, This i, tho TAX DUE. A. Enter the interest on !he bolonce due on line 21A B. Enter the tt,tol of Line 21 and 21A on line 218. Thi, is the BALANCE DUE. Mr.tk. rh.ck Pavobl. tOI Atulat.r of Will., As."t --.-..~-_~-=~=.~j;.E suri. TOANSWER. AI.LQUESTIQNS ON-REVERSF. SIDE Atlli-l0 RICH_ClMA'" _._.~---_n~--..-.- Under penohiel of perjury, I declore thot I hove eKominad this relurn, Induding accompanying ~chfjdula~ and stolemenh, and to the bell of my knowledge and btllief, Ii il true, correc! ond completo, I detloro tho! 011 real estate has been reported at truo markel volue. Oodarollon of preporor other than the personol reprelentatlve II baled on all information of which preporfH hos any knowledge. f{~~-.- ~2.-~k...'.-f-. ~. "~...[.,.f.........h...,.-.""i~ ".'..i..li,.N.--'O....".'.'.".54...01. ~O..l.. 6.X......JO.l'.d. Dr. '..: ...M. (,'''Iia..n. ic.s.biJ.i'9;Pi\"rm55PAb'~-~-;~/.-.9.n;nn-.-. Ma a ~ I ~I*" """ ,ifil'"Yf ,t~9,'! . Ggrclen j"il::e'_W~(ll~\lSS :ln9Jt P^ n 196 ]1,07-, -0.1-1--- - P^01E4-~/' -.]. '5--/- 9' '7' .. '. __-..,.1. _ "i?-_- )~(A,~J One West Maln ,)t., ,~lln~mans.own, P^ . ,) - Dr )~~. r ',c'qUlre L-l(,l.....IIi:1.~J'0 , (211 121A) (21BI ..____=_O_.:.._..n. M!rch 3, 1997 Bogar &, steely cne IWst M\Un street Shirel1\lll1St:cMn. PA 17011 N~~~~l~ Ilarrb ~a\'ltll!..; ()\ll'ril!ltl[):-; C\'I1I('1' li::l:i :-':Hrth I~Jlh SII't'l'l 1,('lll()\,IlI', l)t'nl1s~'I\'(lllia 17(l4:l ,'17!7:11.144() 7];"7:11.9:192 Fax , The inforr.lntion which :'OU !"cqllec.ten Narl;Jle El!ltat.e ( ~ . 1 ~ ' t ..,O~1f\ .:.>!'CUTl Y Account llumber( r,) C1R511 of ^ccount Dote Opence! Principol Bnlnnce Accr~oc! :ntcreot Dalonce ot Dote of Death ACL'cunt C1wnernhi p lIame of Joint Owner, if nny Dnte Ownnrshin "'.'5 Estnblinh~d "c1ditionnl Infor- mation Rcquonted on the Humber IIccount(D) of 208-18-5224 04-63 247192 - Certificate ofdeJ;qsit. 18-55-298241 Certificate of dep:>sit 4-13-94 10-2-96 $30,051.33 $75,142.33 62.98 l88 . 64 30,114.31 75,330.97 Individual Individual 4-13-94 3-29-94 J_H. ) 1.s os foUolln. 1 BfiOlegize for not sending this inform'ltion at yoor earlier request. ~SJncsrelY~ //_, . <..X7t:....-J'j '--~~ Gretchen L. cale Sr. Retail l>d1tinistratian Selvic:es Rep. nv-\509tK. (I~.UI ~.,t,Q ~ J J_~TLY~~~r~Ep:OPE'TV J _ _ _ J FILl NUMIIER 2197-0116 ___ ______ _~______.._. _ __ _________ __~....._.w"..'n__'.__.._~_~._______~_..____.____ _.._. COMMONWEAlTH 0' peNNSYLVANIA IN.-.umANCf. tAl( U'UIU~ IiIf.SIOfNT D~ceOfN' iliATE Of- m_m~ James H. Nangle J.lntl.n.nl(.), _______~'_.'m...~_~__NAMF. _~m.'..'_.._._ ~._,._._.AIl~~~!._._~~_ _._~!LATIO_NSHIP TO DEC!.!?!~L...". A. Mary L. Adams 5401-01 OXford Dr. Meohanicsburg, PA 17055 Daughter IS. C, J.lntly....wn.d properly, ._._.__.~.~ ITEM LEnER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE Of NUMBE JOINt MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT _._- 1. A. 119/94 Memberl 1.t Federal Credit Union 10,021.11 OX 5,013.59 Certlflclto of Depollt No. 128303,42, date of doath balanco $10,000.00, eccr'ued Intoro.t $21.11 TOTAL IAI.o enter on Ilno 6, Rocapltulallonl (If more spaee is needed Insert additional sheels or same size) S 5.013.59 IItV.I~ll U. ('.111 SCHI:DULE H ~:j;~ FUNERAL EXPENSES, COMMONWEAlTH Of PENNSYlVANIA ADMINISTRATIVE COSTS AND IN~\~:l:!~~WtESlmRN MISCF.LLANEOUS EXPENSES Plea.e Print or Tvpe ~~~~~~. H .__~an~~~~-~___..__-____-" ---"-~J:~L::~~~IIR1~'__. ~_~___:~____-~~_ N~~:ER DESCRIPTION AMOUNT A. 1. 2. :I . B. 2. 3. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. Funeral Expen.e'l Edward J. Kuhn Funeral Home Inc. - Funeral expense Chef Alan's - Funeral luncheon Dohner Memorials - Monument lettering Admlnl.tratlve Co.t.. None claimed 1. Personal Repre.entatlve Commllllon. Social Security Number 01 Personal Repl'e.entatlve, Year Cammllllon. paid _______ Attornoy Fee. - James D. Bogar, Esquire as per agreement Family Exemption Claimant None claimed Relatlon.hlp Add..1I 01 Claimant at decedent'. death Street Add'~1I City _ State .. Zip Code ProbaleFee. - Cumberland Co. Register of Wills MI.eellaneou. Expen.... U.S. Postal Service - Certified mail/transmittal of savings bond RESERVES: Coets to conclude administration of Estate including filing of PA Inheritance Tax Return and Inventory, filing fee for First and Final Account and Statement of Proposed Distribution and preparation of Fiduciary Income Tax Returns TOTAL (Also onlo, on Itno 9, Rocapltulatlon) (II more .pace I. needed, In.ert additional .heet. of .am. .1...) 5,990.83 597.15 114.00 2,500.00 258.00 2.75 500.00 $ 9,962.73 /S-/.59' -? BUREAU Of INDIVIDUAL TAXES INllUflfANCI IAII IlIVI!iION Ilr,lll. l6f1IJOl IIARllISn'.JIW, I'A l117R nl10l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTIC" 01 INHfRITANCI' TAX APPRAISEMENT, Al'l'OWANCf OR OISAlI.OWANtE Of DEDUCTIONS AND ASSESSMINT Of lAX JAMES D BOGAR 1 W MAIN ST SHIREMANSTOWN DATE ESTATE OF OAT! OF DEATH FILE NUMBER COUNTY ACN ESQ PA 17011 c' ~~\'I:~~~~' I,~:<\ rr~').,~"'" ,. lpt>tf!..t,: HI - I\.} f. If ~ ! UI ~Il 06',11,,97 NANGLE 01-18-97 21 97-0116 CUMBERLAND 101 A~.oun 1..R..mH~~d':~:~j JAMES H HAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER Or WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R 'EV: iscj; "EX"' j. F'ji' f o:,{: 97 Y - NliT" iCE" "oF - ytiHEif if Atfc E -"fii x - fip PRAY sEMEN'r-.- 'j. i.rciWAN'C E - cili' - - - -" - -. -. -. . -.- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NANGLE JAMES H FILE NO. 21 97-0116 ACN 101 DATE 08-11-97 TAX RETURN WAS: I X I ACCEPTED AS fILED RiSi:iVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN OASED ONI ORIGINAL RETURN 1. R..l Est.te (Sehedule Al II) 2. stocks and 80nds ISchadl.lh 81 (2) 3. Clol.ly Held stDck/Partnership Tnterest (fichedule Cl (~) 4. Mortgage./Note, Receivabh (Soh.duh 01 (41 S. C.sh/Bank DeJ"losi'h/Nisc. Persanal Property (Soh.duh E) (S) &, Jointly Owned Proparty lSch.dule F} (6) 7, Transfars {Schadula Gl (7) 8, Total Aflsah APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funaral Expen,.s/Ad~. Costs/Hisc. E~p~nsel (Sohedule H) (9) 10. Debts/Hortgage Liabilitias/Liens (Schadula X) (10) 11. 'fotal Daduot iom; 12. N..t Valu. of Tax Return 15. Chariteble/Govarnl'lant.l aaq"la.ts (Sohadul. J) 14. Nat Vdu. of Est.t. Subjact to ra)( If .n ......ment was i..u.d previou.ly, Iin.. r.fl.ct figure. th.t incIud. the total of Abb ASSESSMENT OF TAXI IS, AMount of Lina 14 1&, Amount of Lin. 14 \1. ,'lIlIlount of Lina 14 18. Principal Tax OUt I CHANGED ,00 5,000,00 ,00 ,00 157.903,52 5.013,59 ,00 18) 9.962,73 7l,9S (ll ) 112) (U) (14) NOTEI To in sura propar cr.dit to your account, IlJbnit the upp.r porHon of this form with your tax payment. 167.917,11 10,034 68. 157.882,43 250,00 157.632,43 NOTE I 14, 15 and/or 16, 17 and 18 will r.turn. a......d to dat.. .t Spou..l taxable at taxabl. at rat. Lina.l/Cla., A rat. Collmtaral/ClRs, Brat. liS) lib I 1171 TAX CREDITS I ,..-.--..-- I PAYMENT DATE LH~~' ,00 X ,00" 157.632,43 X ,06. ,00x,lS. liB) ,00 9.457.95 ,00 9.457,95 --:-~TE:EISSTC/OpUENNT ~frC~ --~~-;;-~NT PAI;-i m," _ _____ ...."" t______ TOTAL TAX CREDIT 9.457,95 -.------.-- BALANCE OF TAX DUE ,00 -_._--_.~ INTEREST AND PEN. ,00 ----_._._..,.~_._~. ,---------.-- ------- TOTAL DUE ,00 ._._...___________~. __.~___._~__._...J RECEIPT NUMBER AA185400 . IF PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED, IF TOUL DUE IS REFLECTED AS A "CREOn" ICRl. YOU HAY BE DUE A REFUND, SEE REVERSE SIDE Of THIS FORM FOR INSTRUCTIONS, I RESERVATION I PURPOSE Of N01ICEl PAVHENTI REFUND (CR) I l:i\ \,) rtl r, ~ f:l , , I'. (I.. {J\..:l.: :J Eftat.. of d.o.denh ~lrion or b.forl Dtc..-blr Il, 1982 .. If MY future Inter'lt In tht utata II tranlflrrad In Po.....lon o~ .njoy~.nt to Cl... B {oolletlrall bln.flelerle. ef tnl dlelalnt .ftlr the Ixplratlon ef any ..teta far IIf. or for v.a", tha COMfllonw..1th har,by el(prlnly r...rv.. th. right to apprllhCl and au... tranlflr Inh.l'itanc. TalC.. at th. lawful Cle.. B (oollateral) rata on any .uch future inter..t, To fulfIll thl raquJromantl of Stotlon 2140 of th. Inherltanc. and E,tat. TalC Act, Act 21 of 1995. (12 P.S. SeoUon '9140). Detach the top portion of thl5 Notlol ftnd submit with your pavm.nt to the Raglstlr of will. prlnttd an thl rev.r.t Ilda. '.-Hak. chIck or fllOney order pflY"bla to: REOISTER Of HILLS, AGENT A refund of a tal< credit, IoIhloh waf not requutod on the Tax R.turn, !lUIY be requ.,tld bycollplltlng an "Application for R.fund of Pannlyl"a"la InhlrJtanotl and [u\flta TalC" (REV-1313l. Applloatlonll ar. avalhbla at th. uffjl;e of tha R.giltar of ~ll1f, any of the 23 Rlvanua District Offlc81, or by onllln; tha spaolol24-hour answarlng ~.r"lol nu~blrN for for~. orderIng; In r&nn,vlvani~ 1~800-362-2050, outllda Pennliylvnnla and within local Harrisburg are8 (117) 18'1-809(., TOfl_ (717) 772-2252 Oioildng IIlIPfllrad Only'. OB,JECTtOHSI Any party In Interelt not uthfled with tha llPpralullIant, allo",anca or dll~llowanca of dGcluctlons, er u"aSSlllllnt of tax [Inoludlng discount or Inter..t) 88 shown on this Notlea muat 6bject within sixtv (60) day' of rloalpt of this Notice by; AOHIN ISTFtATIYE CORRECTIONS I DISCOUHT I PEMAlTV: INTEREST: "wrlttan protut to the PA Dapanmant of R'I/anile, Board of Appeals, Dept, UU021, Harritburg, PA 17128-1021, OR -'ll~etJon to hav. tha lIIatt.r dat8r~lnad at oudlt of tha account of the personal rapr.l.ntatl"., OR .'Ilppul to the Orphanl' COllrt, Faotual Drrers dlloov.rad on thl. aUDII"'9nt ,hould b. addr.ued In writing tOI PA Oaparhllnt of R.v.nue, Bur.lu of IndlvJdull T8~.I, ATTHI P08t A85.....nt R.vJew Unit, nept, 280601, HarriSburg, PA 17128-0~01 Phon. (17) 787.6505. Se. pag. 5 of the bookht uIn.tf'uotlons for InhGrltanoa Tax Rlturn for 8 Rlllldant Deoldant" <REV"IS01) for an .~pI8nation of ad.lnlstrati"e1v oorraotabll Irrorl. 1f eny tax 00. I. paid within thr.a (l) eal_ndar lIIonthl after the dacldlnt'. de.th, a fl". pareent (S7.1 dllaaunt af th. t.~ paid II allowad. Th. 157. ta~ a",ne.ty non.partlclpatlon penalty I. co~ut.d on thl total of the t.x Ind Int.ra.1 a...,.ed, and not paid bafor. January 18, 1996, the fJr.t day aftar tha .nd of the talC a",nllty Plrlod. Thl. non'PlrtloJpatlon ~.nalty II appaalabla In tha .aft. lIIannar and In thl the la.a tlllle period al you would appall thl t8lC and Int.ra.t thlt ha. b..n .......d al lndl~at.d on thll notlca. Intarest It oharged b.glnnln; with first day of dellnqu.ncy, (lr nln. (9) IlIonthl and ona (J) day frolll the date of d..1h, to th. dlt. of paYlllnt, Taxu which bee alii. dellnquant b.fore January I, I98Z bllr Intar..t at the rlta of Il~ 16%) p.rcent par annUM calculatad at a dally rot_ of .000164. All talCe' whloh b.ca~' dlllnquant on and .fter January I, 1982 will baar Intere.t at a rata which wJll vary fro. oallndar v.ar to aalandar year with that rat. announcld by the PA Depart..nt of Revenue. The appllcabll Int.re.t rat.. for 19&2 thruugh 1997 arll '!!!t to.tarut R!.!.! Dally Intarut factor !!!.r !nttrllt Rat. OallY Intlrut Factor 1982 toX .000548 1987 9% .OOOZ47 198:5 16:< ,OO04U 19&a-1991 11% .000301 1984 11% .000301 199Z 9% .000Z47 1985 13:< ,000356 1993-199(, 7% ,00019Z 1986 10% ,000274 \995-1997 9% .ooOt41 --Inter.,t 11 oalcl,flatad .. follelo": INTEREST = BAl.ANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Netlotl ,llIuad a'hr 'i:h. talC b.eolll.. dallnqulnt will reflect an Intarllt calculation to flft.an (151 davI bavond th. date of the a.....~.nt. If paYIl.nt II lIIadl afhr the Intlr..t cOlllputatlofl date .hown on th. Notlc., additional Intlra.t IIIU.t b. calculat.d.