HomeMy WebLinkAbout97-00122
I)ETITION HlR 1)lmnATE Ulld (;RANT or LETTERS
Jo1;U
No,
'1',)'
:1l,,-97
I:.\/ale qf' _._._!IF,I&N.. RIGY.
also kl/oll'l/ (IS .__~ .
__.._._~_._._.._._ __" _ Register of Wil" for Ihe
___.______...,,___.. _.' . I>I'<'I'a.I'I'''. County of _C11141!F,R!.A.llP. in the
Social Security No. Y.!l::.2~::??9.?_ Commonwealth of Pennsylvania
The petition of Ihe undersigned resjleelfully represenls Ihat:
Your petitloner!s), who is/Hre IS years of IIgc or older IInlhe exeeull'!!.'.._____.__.._w .,. nHmed
in the lasl wil: of the Hhovc dee,'den!. dated .__.\p.rJt 15._ _ ___.._...__._..__.....____... 19-i6___
Hnd eodlcll(s) dated __,,_~~~,,_"'_.~_...____.._"'_....... .....-. ..-.....-..-...... .. ---.... ----.-.------,-~---
____~__~__._r___._..~__~_..~......__.,._,._______.__~_-.-.----..-,.-.-.-~~,~"-.-
-----~-_....,-_.__."'~_..._----_.,----~ -",--~",'~'-'------"~"-~--~'~--'.--'''-~----~--~'-~'--
_.____._.~~_.._._._.___+~_L_.~._____~.._~'_~_._T___'._.
(slAle rcIC\'I\nl cirCllm~lalh.'I.'S, e,g, rellunclatlon, denlh of executor. cic.l
Decendent was domiciled at death in __~,:,mberland ___ CounlY, Pennsylvllnlll, with
her . lasl family or principal residence at _. . 2 West P.!':!!!!..!ltreel'..L CarUsle Borough.
(Ils\ street, numher nnd mundpulity)
Decendenl, then 70.._ years of age, died JanuaI2-!9 , 19..2l-~,
at _ residence ___'
Except as follows, decedent did not marry, was not divorccd and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent al death owned property with estimated values as follows:
(If domiciled In I'll.) All personai property
(If nOI domieiled In Pa.) Personal properly In Pennsylvania
(If not domieiled In Pa.) Personal property in County
Value of real estate in Pennsylvania
siwated as follows:
$ ~.J!OO. 00
$
$----
$
WHEREFORE, petitloner(s) respectfully request(s) the probate of the las\ will and codieil(s)
presented herewith and the grant of lellers Testamentary
(testamentary; adminlmatloll c,l.a.; administration d.b,n,c,l.",)
theron,
~~.~ ~'
'j ~ "./
j. /' :~ tl 'b/L/L~ /
.,f, . HEPHE
C"
..~ R D 3. BOX 83
-Q., ..
~~ _ PHILlPSBURG-,-PA ~
g c 814-342-2643
~ -
ii,
iii
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH m' PENNSYLVANIA } '8
COUNTY Of' CUMBERLAND __ IS
The petitioner(s) abovc-namCd swcar!s) or affirm(s) that the statements In the foregoing petition arc
true und correct 10 the hest of the knowledge and belief of petitioner!s) and that as personal represen.
tative(s) of Ihe above decedent petitioner(s) will lI'ell allll truly administer the estate accon!lng to law.
S.'wo..rn 10 (~r affirmed and SllhSL.'rihe.d~~~".~- '.'t: .J/..~.2~. . /('.~.~c./ S(l
hcfore Ille IhlS __~.__.____..6TH_ day of ,_ . !l _________. ~
-ctf;E'~Uryi-/l------L~ jl-J!lt' 7 1-..- -.. -"'-.-.----~-- ~
il-7MAAr ct~~ S" "-I':CL"'-':.n~;~(e;1I tL~~__-=======~-====_=== !
- \ (' (1 \.")
\b --. oJ "'\-- I '_ )
?1 -97 - 122
" .
'Ii . ,I::
, : ~ ,!! I ! :
"~I
':11,:: '
: 1i1'11:, ,Ii! I .
i..... i.,I.I."I'llj'.I.. 'I.!I I.i!
,:il:" '1'1: iill I, ,'Ii
i il!,':'II"1 'II :: [I
i I., i !,.:I il '.".1. ..lilll.[III.'
"'" :: 11"1
11111. ( II i.':IIII'.: I'I!'
, I ' -' I ~ I '
1'11,\ :ill ' i
,II,; :i,' " I
! ! ': 11::1. " I
11:1 'i 1:1' ': I
! i I '; I ;.: :; I \
I~\ "; I ;:
I' ~ J I
:'; :'; ,I '-1
~'J ~'l 1 "
II !!
,
" I"
" ,
(, "
:1 t,
~ I
'I
I
,
,I
"
I II' _ " . I'
I i I' I -! :: ~ I I _ 1 i ',', I'. " I
;..1 '. Ii -d!. ,1.'1 ''', '
',;'!j' ill I:; j 'I
I'" i" ; - !, I
,:1, :1 ,; I i I i
:" i:lli II, :il H: '1'1'1'
""" "11'1 I: 1111'11
I, 1'1 Ii! II 1'1' I ;
!: .....' i" '! 'I': I: III :1'1 I :
1-'1 ! I!' 1 l \
'. ,,: 'I "Iii 'I'
I, 'I:' II I j I '
I" I'.'" II'
. ,," I'I! II 11.1 '
,1,:1 i.,11 ::1'11'11 1':1 i Ii ::
I - I " II I '11 II (.
:i.:': iii! I(.!II ill 1 :ii jl' Ii Ii:
i,.'. i.~ I '. 'I' II I' II.::, .i I ;
;"1'1 '," .11 I ,'.
I,""jl ~:I.'ljll ,:! II, I' I :':
i: :[ III :',111., :,
1:11 il i 'I !,I' I' :
:: !::III' I ''!,lllllill' "
1', : 1 I I j,' :~ Ii t I ;~'II
Y: :i 1:'1 i'lli I i'llll ::
Ji Ii I, ,111,1 i,llll 1
:': I 1..:.1 11::1 I! I ': I Ii
'I'"~ I' 1'1 :1 II :i ,
I ' "I ' , ~'
'I :. I "f
,I' I'" "I
!, I ' " ,'; III' "
ii' ;:'1 ,f I II f
i,.' II:, :, I : :'
I ~:,,: i I!i i ,! 1':'1 II?II, I'; i I I i
:__ ii:!,!11 Ie :-, f ;1 'I J
:i;i:,';;'I'I! II 1;'1111 ,i :: ':
,llli,!'I,.".1 ,[ 1'..' .'" '. v, \1 V
"i' t1:' I II ,I! : 1 :
.1':" I' , I.' I .',:' "
i'i!,'::!il Ij :1 i 1:11 !: I ~
" 'I,i,: 1:'1 1:'1, ,J " 'I1I1 :1 I111 "
i".',l'l. 1.::.'1 :i i j';;.11 :, II ;,
"1:1. 1':11 :::'1 '; I :: 1'1';
. i,[,;'; i'i' ';1 .1 :'Ii :: .'
'I, 'Ii ,II; ii,,',' '1'.1. 1',I",I".! I' :':11. I I~ II,,' 't'
',' -!',; I : ;,1 ',1 i I 11- II, I ! I
,;; Ii: Ii i Ii II:!: II: Iii I
"". !,I 1:11 ,:",,,, I: II! ',. 1":'1'1
' '., I' .'.' I I
li!l, i : ,;', 1 illi
I:!' I:i-I'
'I'" ,I'
i i: 1:1:1
, Iii
"
, .,
,
,
"
. . ,
\1 V
, ,
" ,
;\/ ;;
:1] I
1.),11 :
/,I I
(J 'I
r;~l ' :
If :I I ',':!I
I',',.I.! I 1::111
'i:,I'I,1
,,' I! ,'i!1
~i
,
"
V
I,
,
,I
"
"
,
"
,
"
"
,
,
"
,
1.1
"
"
,',
,.,
,.
,
"
"
"
"
,
:! I
I
,I, ! ,':'
;,11\ I
I,!,! :
1'1 ]:'
1"1 i !'. i',
,I II - ~ I I I' I I' ' ,
I' 'I" , 1:;11 ' 'II'" , , 1'1'" ii, II' I I,
, I III: !, :' II, f '[ I! ' I I I ''. I) ! I ':~,: 1, II I I, II!: II
I I" 'I " I 'I'
" I'i ,'II : "1111 1 ';:, ,', 'I:" 11'1' '! 1,1::
",' 1 i: [III!II :' '11":""1 I'i 11',,:'1
, 11:1 11,11111:1 il! 1,111;111, II'!!III j.,:!l! '
, 1'_ I "I'I '! I ,:" I' " II" I.J
:' ,jli, 1111,:ii!llli:l :::II!I'III!'I! ii ;ill Iltl;
I, II,", II I','!II'II',I! 111,:1 !!II"'I" 11'1,1 1,:1,1:, I
'I II I I :" Iii::' I' 'II II :111' I
:, I 1,1 I I'll II'! I!:' li;ii , Iii,!. II Ii :' :
, 11',11 ! I'll I "i ," "[' 1'1 '1' II ,II' ,
" 'I "11 I "I" :i'l' "1"",,1 'I" "1'",""
" I' I 'I I I "I I ''1'' l' ''I 11111, ," I
,; !: 'I ','i': 11'1,1'11 Iii 'II I, !Iii!:!,
',': 11),1' : I' :"11 il,; !. II i ,:' Illli'W'l::
. 11', I:;! ,:', I "I, II ii" 111I j 1!t,tl i ,
I~II ::1 II;: 1,llil}:i III" 'I:JII'I~i :"1
I~III !I"~'II I" 11111lli! "
111 :i I'! Illml/1 ill ,:I~: ! I: '"
" 1;1 ,I i .ii'::
I; I 1\ I ;'11:
!If ')1 IIi J I
'11 !' f I I '
il r: 1:1/1:1 I . I
','.: I 'I' . ,',',' !; I "[I "I i L!
'J J rl! ::: I!
1:1 1 ;.1, il,:;!1 ), III
': I \ 1,[,.\1 i I'I
II I '; _ ~.; I I\!
\\ I i.1 " ,'-1 II I
I i: I 11 r:::, i,
I,i II Ii; ~ li';II;:
"'lllil',! II ~I ) I::':' jl,
111,1, .:. . 11.:,.
'IlL; 11:,1 ,[: I!i
IY ,1i:11 'i, I :i I
1...1,::.1.11, 1'1 1.':.!./lli.:!111
II" 'I I"I! i ",
I,m'j I:III.':I,,!:::
III,I,'!I! I .' ',1 I,
I! -H"!: ' '; I' ,;
,,!'lli' , !
""I, 'I i
,"i!l." '
,I; I,
,Iii,'
1_:
: ' : ' : ~
.,,1,
'Ii 'I
, II,
I! "
;'1", ..
! I _ '.
'I,ll .
II" '
, ,!
'I: Iii"
"I' .
i :1
, ,I!;
I ' I ~'
,
..
"
,1, ,
:-I! :1"-:;
I :1'
I::'
, "
II'
! II ::
, ,
COMMONWIALTH OF PENNSYLVANIA
COUNTY OF CUM.ERLAND
..1
1.1 NllA I.. SIIRPIIRRD
being duly OWPr/1 according 10 low, dopo181 end leYI thai ~e ~~:._._. ._..__~ 18__thu_..
Rllecutru 01 Iho Ellole 01 ._..__.__._IWlan..JU.r.a__.___.__.__.. -.--
I.Ie 01 Carl.!ole Br.>rQugh._ .'__._ _, Cumberlend Counly, Pe., deeea"d and thot the
wllhln II on Inve..lory modo by . ber-___ ..~_ -.,- --_, the uld._.__.JI..xecutru.. -
01 Ih. ...Iiro ",I.to oluld dee.d.nl, eonli.llog 01 .11 Iho po..on.1 prop.rty .nd real ..1.1., eweept reel ..talo ouhld.
tho Commonwoellh 01 Ponnlylvonl., and Ihol Iho Ilgu'81 oppolllo o..h Item 01 tho Inv.nlory repreunl lt'l loir velu.
01 .1 Ihe d.te 01 d.e.donl'. do.lh.
_19_97___
./ ':~~" ~ ('
1:J~:'f;)~1.t~~. Shepherd
Ih!!'-. ~___B.Q~_!lL_.._____._.___ _._
Sworn
and .ublerlbod bolor. mo,
J~Il..e L ~Ota,;sO"
Carlltle BOro''hWbnl;2h, Notary Public
My Comml",.lo'; r~reorl~"d County
...:....c_:--.. '_'. ug. 14. 1099
~''''', """'..'/fl...... 0\00<. oiii; of NotaMoi
01 Death "._ .._1.9_.____~.,__.___________._.__Januall___.
Day Mon1h
..!.!i!!!p~~lJ!.8..L~A _~8L__ ____ _
A~d,...
Date
1997
Yu,
INSTRUCTIONS
I. An Invontory mull be IlIed wllhin throo monlhl ollor oppolnlment 01 po..onol reprol.nl.tlvo.
2. A lupplement Inventory mUll b. IlIed withIn thirty dOYI 01 dheovery .Ieddltionel olleh.
3. Addilionel Ihoo" mey be olteehad 01 to pe..onolty or really
4. See Article IV, Fiduelerlel Act 011949.
~ w I -g
..
f::l ~ !( ..
"
.... ... E !j ~ ..
,. f2 2 DI ..
W :;I ; Q :. ..
" i!: ... ... ~ E
'" ..J
I Z ~ 0 ~I ... 0
... ..J ~
.... W <
N ~ 0 z i:
0 Q c
~
- III Z t3
:1- al < ....
... ...
c
..
... "1:
. "
.0 "Ol ...
~ E .! J
.. ~
... U i.C
C"M~~~:IMh! '\91'~WjiU'M AN"
t I"'RF4IS8Bkrf.i~.rlq Ill!- OW I
\ - \ " \ I 'J
INHERITANCE TAX RETURN
RESIDENT DECEDENT'
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTY CODE
F
lU:V iflOO~:)(', (1 9~)
lOll nMCi 01 OC4' Ii AnER \2/W9\ CHECK HfRE
It' A~iP(}US"1- Ll
!',QY.mlI12f!lillllm-,~!MIJL ___
FILE NUMBER
OI:CLDENT':C; NAMt (l A!iT, f:IR~,T. ANIl MtDmr INIT!AI) lJE-:ctnrNl '~i C()MPl.rTf AnlHlPi~i
R j co Ho 'I 011 /' WOHt. POnrl St.rooL
S10~~~~ ;';';U;I~;:t-~";'--J~;;~;;~:;;:;~~J' ~;f;~~;J~~':J;;;'u ellr II N] 0, PA ] 7011
___,___.____ .______._..._ _~_~~__~ ~~lllrlly _--..i~rnt)!) r.l. ulld
,IF AP:'ICAOL E) SURVIVING ';r~~J=M' LlAST FIR" :NCl M:~=':J:C'~ ';ECU~:~UMB~R
X 1. Original Return ~lpplel"t'lBnlal Return
4. limited Estate 0 41. Futuro Interest Compromise
(fo, dales 01 dealh alter 12..12.82)
CKJ 6. Dacedonl Died Tf/slale 0 7. Decedent Maintained a Living Trust
(Atlach c~~ of Will) (Allach a copy 01 Tru,t)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
~ g NAME COMPt.E TE MAILING ADDRESS
R D Ro~B. Irwin, Esqulr,o IRWIN, McKNIGHT 6. HUGHES
~ ~ mEPHON, NUMeER -- 60 West Pomfrot Street
T 717-249-2351 Carllele PA 17013
1. Real Estate (Schedule A) 1 one
2. Slocks .nd Bond, (Schedule BI (2) None
3, Clo,ely Held Slock/Partnership Inlerest (Schedule cl (3) None
4, Mortgage, and Nole' Receivable (Schedule D) (4) None
5. C.,h, Bank Depo,ll. & Mi,cellaneou, Pe"onal P,operty (Sch E) (5) 93 ,665. 77
6, Joinlly Owned Prope,1y (Schedule FI (6) None
7. Tran,fers (Schedule G)I~chedula l.I (7) None
8. Tolal Gross Assets (total lines 1~7)
9. Funeral Expenses, Administrative Costs, Miscellaneous
Expen,.s (Schedule HI
10. UElbts. Mortgage liabilities. Liens (Schedule Il
11. Tolal Deductions Ilotal Line, 9 & 101
12. Not Value 01 ESI.le (Line 8 mlnu, Line 11)
13. Charlla.ble and Governmenlal Bequests (Schedul. J)
14. Nel Value Sub ect 10 Tax ILlne 12 minus Line 13)
15. Spousal Translers (for del.S of dealh a<<er 6..30,94)
See IrlstrucUons lor Applicable Percentage on page 2,
(Include values from Sch&dule K or Schedule M.l
16. Amount of LIne 14 taxable at 6% rata
(Include values tram Schedule K or Schedule M.)
17. Amount of Une 14 taxable 8115% rate
(Include values hom Schedule K or Schedule M,)
18. Principal t"' due (Add lax Irom Line 15. 16 and 171
19. Credlts/Sp Poverty Prior Payments l)iscounl Interest
0.00 + 0.00 . 650.66 0,00
---
20. II Line 191s gr.ate, than Line 1~. en.er Ihe dlflerence on Lin. 20. Thi' Is Ihe OVERPAVMENT,
I1J 0 [Ciie.khe,elf you Ire ,equelling I ,efund at your overpayment.]
21, If line 18 is greater than Line 19. ef"'ler the dit/erence on Line 21. This IS the TAX DUE.
A. Enter thelnterE:lsl on the balance due on Line 21A
B. Enler Ihelolal 01 Line 21 and 21A on Lin. 218 This i,'he BALANCE DUE.
Mike Check PI Ible to, Regle'e, 01 WillI, Agln'
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PA<lE ~ AND TO RECHECK MATH .. ..
Under penaltIes of perjury, I declare thall h....e 6)(amlned this return, Including accompanying schedllies and Slatoments. and to the besl 01 my knowleagiiiid1iGiiiT.llls true,
cOrleel and complete. I declare lhalllll re~!estate ha~ been roported al true malkol \lalu9. Declaration 01 !lfeparsf olher than the personal feprescmtlllvB Is based onalllnlorll\llUon 01
~hlcn preparer has any kno~wledDe
CAB
II P L
E P 0
C R C
K 0 K
P S
D
E
C
E
o
E
N
T
05.
1 8.
~
C
A
P
I
T
U
L
A
T
I
o
N
(9)
6,709.50
(10)
202.15
(15)
0.00 X
o . 00 X .06 '
0.00
(18)
21-97-0122
Yf.AA
NUMl1ER
AMOUNT A€Cf.IVEO(9EE INSYAUCTIONS)
0.00
Remainder Relurn
(lor dates of dealh p,lor to 12 13-82)
Federal Estate Tall; Return Roqulred
Tolal Number of Safe Deposit BOll;es
(8)
93 ,665,77_
(11)
(12)
(13)
(14)
6,911.65
86,754.12
None
86,754.12
0.00
13,013.12
T
A
K
C
o
M
&
T
A
T
I
o
N
(17)_
86,754.12 X .15'
13 ,013 .12
(18)
(19)
(20)
650.66
0.00
(21) 12.362.46
(21A)--' 0.00
(21B)- 12 ,362.46
Linda L. Shepherd
RD 1 Box 81
"....-..-.. --.-.----,.-"....-...----.""".--"-.--...
Phllipsburg, PA 1668~.
IRWIN, McKNIGHT 6. HUGHES
60 West Pomfrot Street
. . . . . - . .. - - " - " - " . - . . " " - " . - - - - . ~ - - . . . . . - - - " - .
Carlisle, PA 1'7013
Copyrl~h (c) 1994lorm !I01lWlfl'l only CPSystllm'J.lnc:
Act N48 of 1994 provides for the reduction of the taK rates Imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
.3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/98
.2% (.02) will be eppllcable for estates of decedents dying on or after 1/1/96 and before 1/1/97
.1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
VBS NO
1. Old decedent make e transfer and.
I, retaIn the use or Income of the property uanslerred, .
b. retain the right to designate who shall usa the property translerred or Its Income,
c. retain a reversionary inlerest; or .
..". r ..,.,.
d. receive the promise for life of either payments, benefits or care?, , .
2. II death occurred on or belore December 12, 1982. did decedent within two yea,. preceding death
transfer property without receiving adequal€l consideration? If death occurred after December 1'2,
1982. did decedent transler property within one year of death without receiving adequate
consideration? . , . . . . , , .
3. Old decedent own an 'In trust lor' bank account at his or her death?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPL.ETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~~ ",1 :0
:-0,1)
-..1 ('\ l~J
, '"
;g
.....
(Xl
-0 ,
.rJL' w -0",_ , ,
..
l~~ l"
0'\
x
x
x
x
x
x
Copyrlghl (e) 1994lorm softw.r' only CPSyslems, InC'.
Form '1600 (RIlV, 7-94)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/5 /..'f<1' /d
aUREAU OF INDIVIDUAL TAXES
INfiIRll!\!-lc!: ax UIVUilO'l
III PT, ~8D6(1l
ItMUUSBUlUI, PA 1117.8.0601
('/
NOTICE OF INIIFRITANCF TAR
APPRAISEMENT, Al.l.OWANC! OR OISAU.OWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08'11',97
RICE
01-19-97
21 97-0122
CUMBERLAND
101
^lnount,ji~I!I!~.~."
ROGER 8 IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
~. ..'~ '-
:~~~~~
tt~"L(~
Uy_ I~.I fl I" I ai-"l
HELEN
-J
MAKE CHECK PAVABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: i5',,"j" E if' Ai: ii - i oi" :97 Y" NOT i c r 'O'F" i"N'HiR if ANe Ii - TAX";'-P PR ii i ii ii-fEN 'f;' AL. i"owA Ne Ii' ,ili'""'""" - -. - """ -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RICE HELEN FILE NO. 21 97-0122 ACN 101 DATE 08-11'97
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R..l Estate (Schedul~ A)
2, Stoeks and Bonds (Schedule 01
3. Closely Held stock/Partnership Interest (Schedule C)
(t, HCldgllgu/Not.s Receivable (Schedule 01
S, CilI5h/Banlf, Oepod h/Hisc, P.rsonlill Propody (Schedula E)
b. Jointly Owned Prope,'ty (Schedule F I
7. Tr*nsfer5 ISch.dyle Gl
8. To'hl Au,is
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen&es/AdM. Costs/Misc. E~p.ns.s (Schedull H)
10. Dabts/f1ortgagfl Liabilities/liens (Schadule 1)
n. Total Daduc:t1on.
12. Nat V.lue of Ta~ Return
15. Charitable/GovernMental Bequests (Schedule J)
14. Nat Valua of e.t.t. Subjflct to T.~
If an assessment was issued previouslY. lines
reflect figures that include the total of abb
ASSESSMENT OF TAX:
15. ","ount of Line 14 lit S~ou.,l rat. US)
16. AMount of lina 14 t.~abl. at LineAl/Class A rat. (16)
17. Amount of Un. 14 t.xabl. at CoU.hr_l/Clan 8 r.d. n 7)
18. Pr Incipal Tax D~I.
NOTE:
TAX CREDITS:
~--- ---~_.,---~---
PAYHENT RECEIPT
DATE NUHBER
04-18-97 '~A18539~
DISCOUNT It)
INTEREST/PEN PAID 1-)
-----~O~66
I CHANGED
,00
,00
,00
,00
93,665,77
~
,00.
(8)
III
12)__
(3)
141
I!;)
(0)
(71
19l
(10)
6,709.50
202.15
III I
(12)
(13)
(14)
NOTE 1 To in sur. proper
credit to your account}
lub~it thl upp.r portion
of this form with your
h~ pGymant.
93,665.77
6.91 1 6~
86,154.12
.00
"-86."754.T2
14. lS and/or 16. 17 and 18 will
returns as.emsed to date.
.00
.00
13,013.12
13,013.12
-
13,013.12
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS !ESS THAN $I, NO PAYMENT IS REQUIRED.
IF TOTU DUE IS REFLECTED AS ~ "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
,OOX,OO.
,00 X .06.
86,754,12 X ,15.
IIBl
AHOUNT PAID
12,362 :46-
- .._.~----_...
TOTAL TAX CREDIT
BA~ANCE OF TAX DUE
.__..~. -
INTEREST AND PEN.
___~_~~~_....m
TOTAL nUE
0,
I,')!
rO'l
f'
...
( "
""j
ItESERVATlON:
Gi,'t'.t.. of d.~~."h ~J"'!,on or before Deoember 12, 1982 .. If any flHurl Intlnftt In the ..tete II transf,rr,d
("'po.....lon.or .njoV"~ to cta., a (oollateral) blneflelerl.. of the dloldeht .ftlr the IKPlratlon of any ..tat~
11ft or for y..rl, th"1:~onwnlth hereby IKpr...1y ra..rv.. the right td apprai.. <'Inti a..... trMlfar Inhlrlhnoa
at the lewful Clan II (coUat,ral) rah on any luch future Jntetllt.
lor
TaKU
PURPOSE OF
NOTlCEI 11) lull111 the rll'luJrlllllnh of Sttctlon 2140 of thl InhlllrltHnot end Eltatl TIll<" Act, Act Zl of 1995. (7Z P,S,
Slctlon 9140),
PAVI1EHT: Dlheh the top portion of thil Notie. and submit with vour poymllnt to the RIRht,r of Wills printed an the river.. eIdl.
--Hel-:II chIck or 1II0nlY order payable to: REGISTER OF HILLS, AGENT
REf' UNO fCR): A rllfund of a hI< credit, which wal not requuted on the "01< Return, /II1ll!' be requelted by Clo/llPletlng an "Application
for Refund of Penn,yl...ania Inheritance and Estate Tal<" (REV-Ul3)' ApplJoatlons ar. IIVIUable at the OHio.
of the RIghtlr of Wills, IllW of the Z5 Rlvenue OlltrJot Offices, or by ool11no tr.e IPe(l1al 2fdlour
answlrlng sarvJce numbers for for... orderJny: In Pennsylvanlll }-800-362-Z050, outside Plnn.ylvanla find
within local Harrisburg llrlllll 171n 787,8094, TOO II (717) HZ-US? ctlurlng Impaired Only).
OBJECTtONSI Any party In Intlrnt 'lot uthUed with the app"...iIIuent, 01l0Wllncl or disallowance of deduotlon., or 8U"llIlnt
of tal< (including discount or Inter..O II. .hown on thll Notic. Illutt object wIthin shIh (60) day. of rec.ipt of
thh Notloe bYI
"wrltt.n protl.t to thl PA O,pllrt..ent of RevenuI, B(\ard of Applah, Oept. 28l0Z1, Harrl.hurg, P"
HlIluetlon to ha..... the lIIathr dlt.rmlnld l'lt audit of thl account of th~ plrfonlll rlprulntatJvl,
HllPPllll to thl Orphan.' Court.
17128-1021,
OR
OR
ADMIN
ISTRATIVE
CORRECTIONS:
Factual error. dJ~cover.d on this a.....Ill.nt .hould bll addr....d In writing to: PA Dlpart.ent of R.....nu~,
Bur.lu of Individual Tal<n, ATTN: po.t A.......nt R.vl.w Unit, n.p," l8060l, Harrlsburo. PA 1712:8-0601
Phone (117) 787~650S. !i.. page S of th. booklet "Inltructlon. for Inh.rltanc& TIll( R.turn for I Ruidlnt
O.c.d.nt" (REV-lSOI) for an 'l<pllnAtlon of Id_lnJ,tratlvllv correctlbll Irror..
DlSCOlINTI
If any t.1< du. 11 Pftld within thr.. U) Clahndar ItOnth. after the dlc.d.nt'. death, I five p.rCl,"t (5%) dlsCloun\ of
th. tal< paid I. 11Iow.d,
PENALTYI
Th. 15% tal< a.n..ty non-p.rtlclpatlon penllty 'S colIIPut.d on the totll of the tal< and Int.r..t a......d. and l~t
paid b.for. January HI; 199h. thR fIr.t day f1ftlr the end of the tal< allnlltv Plrlod, Thl. non-p,u't101pDtlon
p.nlJty is -app.alabl. In th. fa.. ..nnlr and In th. the .... tl... period.. you would Ipp.aJ th. tll< and Int.r..t
that hat b..n I......d a. Indicated on thl. notlo..
IHTEREUI
Int.r..t i. char Old beginning wJth firlt d.y of dlllnqu.ncy, Dr nine (91 Month. and on. (I) day fro. the dati of
a.eth, to the date of paY.lnt. TIM" whlClh blea.. d.llnqu.nt be for. Jlnu.ry I, 1981 b..r lnt.r.,t et the rlt. of
11M (6X> p.rc.nt per annUR calcuJQted at a dflilY rat. of ,000164. All tllll. whloh blea'" dtl1nqu.nt (In Ind Iftlr
.Jlnuary I, 1982101111 blllllr Interllt at a "It. which will IIlry fro. oaland.r year tll ellendar year with that r.to
anl'ouneld by thl PA Olpart.ent of Rev.nu.. Thl Ippllcabl. Int.rut rat.. for 1982 through 1997 arll
'!!!!; Interllt Rata Oal1'l Inter..t Factor !!!r Int.rllt Rat. Dilly Interllt F.otor
1962 lOX .000548 1981 .~ .000247
1965 16% .000458 19U-19QI llY. .000501
1964 llY. .000501 1992 9:1. .000l47
1965 BY. ,000556 1995-1994 1% ,000192
1986 10% ,000214 1995-1997 "' ,000247
-.Int.rut I. oalculatld .. followll
INTEREST = aALANCE OF TAX UNPAID X NUK5ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Not let I..u.d aft.r the t'l< b.co.., d.llnqu.nt 101111 r.fleat an ln~.r..t calculation to flft..n (lfi) dlY'
b.yond the data of the lluU.llllilnt, If pay..nt is l'IIad. aft.r th. Intlrllt (lOIllPutttlon dllte .hown on th.
Notto., addltlonlll Int.rut MU,t bl caleulatlild.