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PETITION FOR PRonATE HIld GRANT OF LETTERS
Churles .... __N,'lsou _.__N,~. .;l.1-lq~7-Dl.32
------~--.-.~---------~ ---- 'I'll
-~--~-----------~~---------------
f{cgislcr of Wills for tIll'
County of CUlIlhcl'hUld in the
CllllllllOIlWCllllh ()f Pennsylvania
Soc;al St'cun'ty N(~~
201. 1 1l.23fiR-
The petition of the undersigned rl'spcetfully represl'nts that:
. YOUI' petitioner(s), who is/are I K years of age or older and the exceL or
I in the last will of the above dceedelll. dated May 21, 1969
and codicil(s) dated _N/A __ .
named
(state relevenat CIrCumstances, e,g, renuncialion. death of executor. etc,)
Decedent was domiciled at dcath in Cumberland County. Pennsylvania, with
h last familv or principal res'iacnce at----~74 NewvlTleROad
(WI,sl pennshoro Township) ---riIrllS1e;1JA 17013
. (lisl slreet. numberanamunlclp'iilTiy)
Decedent. then 71 years of age, died Augus123,1995
i at Swaim Health Center, Carlisle, I'A
'!- Exr"ept as follows. decedent did not marry. was not d1vorccOiiilCf(l1d7ioillave a child born or adopted
jafter execution of the will offered for probate; was not the victim of a killing and was never adjudicated
I incompetent:
II Decedent at death owned property wi1h estimated values as follows:
(If domiciled in Pa.) All personal property $ 0.00
I (If not domiciled in I'a.) Personal property in Pennsylvania $
I (If not domiciled in Pa.) Personal property in County $
I Value of real estate in Pennsylvania $ 0.00
I situated as follows:
I
1-
,
I WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
prcsellled herewith and the grant of letters Testamentarv
(testamentary; administration c.I.a.; administration d.b.n.c.t.a.)
thereon.
A.~/ :!
--- .."
. nne e son
---
.F iL110X ?n8
PI AINF1FI n )'ennsyJ'vllnia ~ 1'10<;>\\
1i,0L1
HATH OF ]JERSONAL'REPRSENTA'fI\'E--
1 COMMONWEA TLH OF PENNSYLVANIA
j COUNTY OF CUMBERLAND
'11 The petilioner(s) above-na~ned swcar(s) or affirm(sHllallk' .slalcml'nl in the foregoing pi~ition are
true and correct to the hest oj the knowledge and hehel 01 petlllolwr(s) a\ld that as personal reprl~sen-
j tative(s) of the above dccl'dcnl pelilionel'ls) will well and truly administer Ihe estale according to law.
I ~ . ;'7
. Sworn to 01' affirmed ami subscribed i./"" C~/. Ju{CYTV-'
, bet'ore me this 31 s tday of -.,-''''' , -
DECEMBEH 1996 . -----..-.--.-.
. n CLu.. ~~~~lIL!fu~U~t<i ..__
IS-/I.P(), ~ MAHY C. LEW1S 'R<,!:islcr"'--------'
No, _._~I - I q q '1- 0' ~ ~____
Estate of Charles
Jl\
Nelson
. Deceased
DECREE OF PROBA TE AND GRANT OF LETTERS
AND NOW FEBRUARY 12 19 97 ,in consideration of the petition on
the reverse side hereof, slltisfactory proof having heen presented hefore me,
IT IS DECREED that the instrument(s) dated. May 21,1969
described therein be admitted to probate and filed of record as the IlIst will of
Charles F. Nelson
and Letters Testamenta!1.-
lire hereby granted to ,..,Q0nne Nelson 0
-----
'JYLClA-JC,~P~,h\-Jr,J1!'~) .
Register of WillsYL:.--cmn s
FEES
,ft~lj/!ltetters. Etc. $ ~
Short Certificlltes() $
Renunciation . $
JCP $ 5.00
Total_ $ 26.00
Filed....f.~.~~.v.!:'.~~....~.?!....~.? 9 7
Robert G. Frey
A'ITORNEY (Sup. Ct. J.D. No.)
5 South Hanover Slreet
Carl~. Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
46397
LETTERS AND ORDER TO ATTORNEY
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WARNING: It Is IlIegollo duplicate this copy by photostat or photogrBph.
1'"" for this '''rlifi'''t", $tO@
L~ II~
(:ha..lcs Hurd"stVl'
SWH' RC,4lstrfll'
3591575
SEP 1 5 1995
_.~____'_T__~_"-----~'''_.
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1),\1('
No,
-
COMMONWEALTH OF PENNSYLVANIA. OF,PARTMEN1' OF HF.Al.TH. VITAl. REOORbS
CERTIFICATE OF DEATH
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., Charles F. Nelson ,,201 - 16 -2306
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p~ATUS"~BPPR! UNDER RULE 6.12
Name of Decedantl_C;..t,"~J \., . r. JJ~l.;,,(\
"
Date of Death I (\u,. .1 2" I ")')S
\". ,
) 1
Will No. "1./ c '7/- /'>' <I Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to complet.ion of
the administration of t.he above-captioned estat.el
1. State whether administration of the estate is complete:
Yes No__ v/
2. If the answer is No, state when the personal
~~~~~:~~;attj~~.,~eaJA~n,-a:~7.,^b,~l ~,erves1j~~tI7_:~~ at~nii~:e~on will be
r I
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did t.he personal representative state an
account informally to the parties in interest? Yes__ No__
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
:::::;I:..h,.Vi,(::PhO." conrC ..d "Yl" 0::"1:0 Chi'ipo"
Signat.ure
l~o'-"d\ (~, fr e
Name (Please type or
t~
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~ S,,,,rL 11""0v"1 '">1.
Address C.0[,"['" PILI /7-'1 ')
(717) 2. So' 3 - S b' ],"<(
Te 1. No.
0-..
L.,J
Capacity: _____Personal Representative
/'
_~~Counsel for personal
representative
(MAH: rmf / AM3)
II.\ItU!i."<<'.'.....
'*" COMMOIfM'AlTH OF
, PE~SYlVI\NIA
, IlEPARTMENT OF REVENUE
IlEPl 280001
. . HARRIS8lJOO, iVl17l21UlOOl
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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2..D I - I 'if - 2.. ~ c) ~ (;I 'iT) 2. '3/1 "t'f:'5'
(If ^PPlK:^Bll)l, SUIlV1'lIN<1 SPOUSE'S NAME (lASI, fillS!, AND MIDDLE INI1IA11
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FlU! NUM8!R
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SOCIAl SEClJl111Y NUMDEH
261 I'if'
- .l3cJ2f'
THIB RETURN MUIT BE FILED IN DUPlICATE WITH TME
REGISTER OF WILLS
SOCIAL SECURI1Y NUMBER
~ . H"' - ~.u8'
1. Origlnsl Rectum [".] 2. Supplen'IM181 Return r I J I(tmlloo.r HI!It\lm (~I)I...fll'Il"lllll \2,1].ft2)
[J 4R. FulLlflllnMresl ComPfOO'lise (dlttIOll'Mtl11I0' 12"1.ft11 L..Is fedentl EatB1.la~ Return ReqUIred
. 6. Ofutd&rll Oi8d leatrde (.\lwtlr1{l'/ aWlI [Jr. Decedent Maifllllined 8 Living 1ms! ""1IdI(-'Vf'~1'rUllI D 8, lolal Numbtr of Saf. D8p09/l aO~8!I
09. Lllgatlon Proceedl P..tatlved D 10, Spouaal Poverty Credit (dun 01 ltottlb!l1MlU1 11.31,111 nl !-'.{l6) [J 11, E:ledbn to Ia~ ulldtr s.c. 9113(A} to'1l1dl!ldlO)
THii llICl10N . COMI'I.I'l8. ALL COtlIlIIII'ONDlNCI! AND ~TlAL TAIllNflOlWAncii 1..0111..11 . ...ciiii ns:
NAME () L- T 6- L COMPlE IE MAIliNG ADllRF.S9
fIRMNAMEil~O"e<u' c..:i -;'~7 S So,U\"\--.. H......""oll"-' St.
,ElEPHOOENu'll -7 ., 7 c......,...~,!> \ ~ f A II D 13
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14)
(5)
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1. Roal EtlBtelScI1edule A)
2, S1oci<..nd Bonds (Schedule 8)
3, Closely HekI COfIlOOlIIoo, P.rtneI.hlp Of 501e.Propllelonlhlp
4, Mor1geg" & Nom Reoolveblo (Schedule D)
5, Ciulh, Bonk Oepoolll & Mlsoellonoou. Pl.-I property
(Sct1eduIeE)
6, JoInt~ OWned Property (Schedule F)
o Separele 8111"g Re~ue81ed
7, Intef.v"", Tra"', & MOO8llonoo.. Non.probote PrOj>tlrty
lSct1edule0 OfLl
s, l'clol 0100I All.. (toIel Line. 1.7)
g, Funnl Expeosos & Adm"""_ Coals (Schedule H)
10, Deble of Oecedenl, Mortgege Lloblllle.. a Liens (Schedule I)
11 Tclol Dodlldlono(tolal Line.g& 10)
12, Net v.l...otbtat. (Line 6m"" Line 11)
13, CtJarlt8ble and GovemmentBl8equestslSec 9113lrusts for 'MliCh an election to tax has not been
mode (Schedule JI
(5)
I~ 1./, 'is''2. 7..2.D
(7)
(g)
(10)
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14, Net V.I...lubjoct 10 Tu (LI"" 12 loInus Line \3)
SEE INBTRUCT10N8 OR REVEIlSf SIDE FOIl APPlICABLe RA rn
15, Amounlof LIn.14 ,,,.bIo.llhe.pou..lln, Ie, L{ 02...] ?P
rsle,orlrsl18te~underSec,9116('Ul,aI , ..., "ft... . .
::S../,.,J,' A~~~~ ...., ~ "0.>' <,)..,1, "J ~ r......l\~
16. AnlOtJnlcALine \4 laKabll III Uoo81 rata
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(13) -0-
(141 LCt. l.IJ P '2. 7. 2...0_
, ,0 0, 115) _____:._~_-
17, Amount of Llnfl141Rltllble III siblIng rale
,,0 (161__,.
,\2 (17) ____.._..____._
18. A.mo\Jfll of Line 14Iullble8too.B1ltralra(e
,15 (161
19, TI.OI.
CIH(Klql~llI yulJMH iii (Jll! ':.fltJ(,',W I lJPJ[) 01 M~(JVl.l<l'r\YMlr,r
llJD
(\01 ____.___m.'_....__._,_____
_ _IE 1\lRI! TO ANIWER ALL QUElTlONlI ON REVERIE lIlDE AND RECHECK MATH . .
Olcedenl's Complote Address:
Z ( 71/ A)~I^-,,/:I( ~
(Lo<~ c!
CIIY (.'''" I,' ~,\<<
TIX Payments and Credits:
1 Ta, Due (P"IlS 1 Lln<! 101
2, CrediWPaymenta
A Spou..1 Pov.rty C,ed,l
B, Pnor PAymenta
C, DIBoount
I~ frJ-
(1)
ToIIl Credita (A + B + C 1 (2)
3, Inltt'MllPenaKy Ilappik>lblo
[),Inla'esl
E, PllM"y
ToIIllnl1lf8811Penalty ( D + E I
4, If Lin. 2 i8 Qrealar than Line 1 + Lina 3, enler the dlfterence, ThIS 181he OVERPAYMENT.
Check boo cn p. 1 Une 20 to req.... a mund
(31
(41
(5)
5, II Lin<! 1+ Lille 3 is grealar Ihsn Lina 2, enler lhe dmenlnce, This is lhe TAX DUE.
A, Enl8r the inlares! on the tal due.
(5A)
B. Enl8r lhe 100al of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
I lIP /7Q(3
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X. IN THE APPROPRIATE BLOCKS
1. Did decedent make a trnnsfer and: Yes
a. ..lain the "se Of inoome of the projlOrty lransl.rred;...........................................................................,.............. 0
b. retain the righllo des'llnal. who shall "'0 tho property transferred or lIS inc.ome, ..'" ...................,................, 0
C. relain a revarllionary Inle,est. 01........................................................................................,......,.......................... 0
d, recei... the promisolorllle of oiIher paymenls, benefita or care? .................... .................................' ............ 0
2, II dealh occurred after Dec,embef 12, 1982, d~ decedent Iran,for proporty wllhin 000 yoar 01 dealh
withoul nlceiving adequale consKle,alioo? .........................., ......................' ......................................., 0
3. Did _I own en 'in lrusllo~ or payablo upon dealh bank accounl or secunly al hIS Of her dealh? ............., 0
4. Did dacedanl own an IndIVidual RoUrement Account, annuily, or other non-probale property wf1<h
contains a beneflCl8ry des~n.hon? ..".............. ,........................,....................,.. .. ..............
No
~
R'
&t
B-
IB.
liSt
..",.0 1M'
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~pINttIII o1petp.ry, 11iIcl......1 hI.....llxarmod "'II1Un, Ir1dlxtnQ ~ Ichxl.," a'ld ItRtrrwntll, 1M "Nbetl rimy IolOWlldgt nl bIIef, It iltrue, correct nl~.
DIdnIM d Pf'9'WW oNr hn hi ptIftOtlI1I ,.-8ttfUIv. it DIMd on" WlrnlIlon 01 'tIltjch prtpnr hili any~.
SIGHATU~SIBL0/:9RFlLlNGR~ ~ )~3
ADDRESS ' ~ ~'
SIGNATURE Of PREPARER OTHER THIIN REPRESENTATlVEf~~ . fr-.-. ~ _.
ADDRESS 5" 'S z> u \"l.r., \\......""0 J....r "<:. i, C...r r ~ (~a t' A
....1 1-
I roLl
DATE
A ""-t!> i ~l 2"c8
For dol.. 01 dealh 00 01 allor July I, 1994 and belore Janusry I, 1995, Ihola. rale imposed on Ihe nel value 01 l,ensl8ls 10 or to< Ih. use of I'" BurvivlIlg Bpouse ~ 3%
(72 PS ~9116 (al (1.1) (1)1,
For dalos of dsalh 00 or aner January 1, 1995, Iho Ie. rele imposed 00 the nel value ollren.fers 10 or lor 1M use oflhe surviving spoose is 0% [/2 P,S, i9116 (sl (111 (Iill
The Btalulo i~s not81emol , 1rsn8ler 10 a surviving spoose from la" and 1110 stalulory requirementa lor disclosure 01 a_ and filin9 . tal retum sre still spplk>l~a aven ~
1110 survIVing spoose Is lhe only benefICiary,
For dales 01 dealh on or afla, July 1. 2000
Tho tal ra1almposed on 1110 n.1 value 0I1rsnslers from a decaased chiid twlH1ly..ne years 01 age or youn981 01 dealh ID or lor the usa 01 . naturel parnnl, an a<lop"'" paranl,
or a sllIflparenl ollhe ~hild is 0% 172 PS. ~9116(a)(' ,211
Tho ta, rsla imposed on 1he nel value 01l,an8l8lsIo or lor 1110 usa of "'a doced.nl'sllnoal beneficiarios is 4,5%. axe.p1ss noled in 72 P,S i9116{121172 P,6, i91 16(a)(111
The ta, relolmposed on Ihs nel value oIlrsnslore 10 or for Ih. "" oIlha docedenl's siblings Is 12% [/2 PS 19116(all',311 A siblin91s defiood, und81 SocIlon 9102, ss an
individual who has alleasl or.a parent in ('.ommon with the der.edenl. whether bV blood or adoption
It,"'-m (171111)
~,&
COMMONWE"LTli 0' PfNNbYIVMllA
INtiUIT"Nct fAI< f1fTUilN
RESIIHNf DECED[NT
SCHEDULE F
JOINTL Y .OWNED PROPERTY
ESTATf OF=~=~"._~~~'~"-~ -_.=,~._.,,-=..__.~ ".~._,~,_._..-.~.._._._,- ..-.."-'--
(,:.bllrles.I<'. Nelson
Jolnllonon'I.)'
P1LENUM8IR ---
21.97.132
".'''''r-
NAMf
An Anne Nelson
ADDRESS
.-_. .__.~-~_._._--- .--.---...,- ----.~...__. .-- ,~,--~'-'.'-"-----'.-
2174 Newville Roud
Curlislc, P A 17013
. .Jl.~LA TIONSHIPTO DECEDEN.!..._..
Wife
B.
Sylvill Cohick
Sister
c.
c
Joln1lv,own.d prop.rtv,
-"---1--'
ITEM L'S:R
NUMBf JOINT
TENANT
DATE
MADf
JOINT
DESCRIPTION OF PROPERTY
TOTAL VALUE DECD'S' DOLLAR VALUE OF
OF ASSET % INT. DECEDENT'S INTEREST
1.
A
2174 Newville Road, Carli,lc
89.577.60 50.ooa
44,788.80
A 113.71 Ac.. McAllister Church Rd 226.076.80 50.00 113,038.40
A Mouotuin Lund. 14.000.00 50.00 7,000.00
B 111eorelicallnterest In Mountain Land 0,00 50.ooa 0.00
by virtue of tax sale deficiencies J
1\). u>" ~,' d.v...1,'o,., rtc..tl v't..
\r.<- ~v..~ U.J,,,,,, D......~
_~._._._._~_.~ ._..__...___......_....'___n..___.___.
......u _ .~_.T~~~~(AI.~-~;;;O,'~I~~~6:!;~it~;lo~~~=~ T==r6~:~~7 .20 _.
(If more space is needed insf.lrl addifional sheets o( some size)
\" /...::::: /t<o .:;::'
BUREAU OF INDIVIDUAL TAKES
IHtt:NITAHCE lAM DIVISION
DEP1. Z80r.Ol
HARRISBURG, PA 1712'8-0601
COMMONWEALTH OF PENNSyLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAK
09-15-2003
NELSON
OB-23-1995
21 97-013~
CUMBERLAND
101
E~~~ A.O~_~'!...:~~.~__J
MAKE CHECK PAyABLE AND REMIT PAyMENT TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TMIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS .....
REV: i54i-i:iCAi:ji-i oFoiY"Ncir"ici--oF-YNHiiiifAiicn.'Ax-A-P PR.A-isiHENr;'Ai.i"owAN"ci-oR'""----------"" ""'
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES F FILE NO. 21 97-0132 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTy
ACN
1.1
, .
ROBERT G FREY
FREY & TI LEY
5 S HANOVER 5T
CARLISLE
PA'17013
ESTATE OF IIElSON
TAX R.TURN WAS l ( X) ACC~PTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REV~RSE
APPRAISED VALUE OF RETUqN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Sch.dule AJ
2. Stoeks and Bonds (Schedule B)
3. Closdy H.ld Stock/P.rtnar'liln.1.p Interest (Schedule C)
4. Hartgagas/Notrn Rlte.iv.bl. (Schedule DJ
6. C.sh/eank Deposits/Mise. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Tr'.nsfars (Schadulo OJ
8. Total Ass.ts
) CHAHGED
(1)
(2)
IS)
(4)
(5)
I~)
17)
.00
.00
.00
.00
,00
164,827.20
.00
Ie)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E)(panses/Ad". Cosh/Hhc. EKpansas (Schedule H) (9)
10. Debh/Hort".". L1.bilit!u/Li.ns (Sohadule 1) (10)
11. Total DaducUons
12. Net V.lu. of TaK Raturn
15. Cheritable/Govern..ntel aequests; Non-eleoted 9113 Trusts (Schadule J)
14. Net ValuB of Estate Subject to raK
If an ......m.nt wa. i..uad pr.viouB1Y, lin.. 14, 15 and/or 16, 17, 18 and
r.fl.ct figur.. that include the total of 6bb. r.turna a......d to dat..
ASSESSMENT OF TAX:
1&. AMount of Line 14 at Spousal rat. U,6)
16. A.ount of Line 14 tax.bln at Line.l/Class A. r.t. (16)
17. AMount of Line 1" .t Sibling rat. (17)
18. AMount of Line 1" taKable at Collateral/Class 8 rate (18)
19. Principal TaK Due
NOTE:
DAlE
R~CEI~T -
HUHBER
llIS'C'Cltllll
INTEREST/PEN PAID 1-)
.00
.DO
Ill)
(12)
liS)
(14)
164,827.20 K 00
.00 X 06 =
.00 K 00 =
~ K 15 =
AHDUHT PAID
TOTAL TAX CREDIT
RALANCE OF TAX DUE
INTEREST AND PEN.
-----
TOTAL DUE
'*
.n.l'~' U." 11I.111
CHARLES
F
DATE 09-15-2003
NOTE I To insurm proper
oredit to your account,
sub.it the upp~r portion
of this forM with your
taM p.y"ant.
164,827.20
DO
164,827.20
.00
164,827.20
19 will
1191=
.00
.00
.00
.00
.00
~'DO
.00
.00
.00
. IF PAlO AFTER DATE INDICATED, SEF. REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
I~ TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION, E.t.t,. of deo.dlnt. dYing on or before Dec..ber I!, 1911 NN If an~ future lntere.t In the ..tat, I. tr~"'rred
In po.....ton or tnjo)fllnt to el... . (ool18t"l1) ben.flolerl.. of the deeldent ,fter tne 'MPlretlon of WlY ..t,t. 'or
11'. or 'or y.,rl, thl Co..onwetlth htrab~ IMpr,..ly r'''rvI' th_ right to IPpr.I.. 'n~ ....11 tren"'r l~rltlncl r'MII
ot the llw'ul el... I (coll.ter,l) rltl on Iny .uoh 'lltura ~nttr..l.
PttRPOSE Of
I<<JTlCEl
To ful,ll1 the rlqulr..ent. of Slotlen 2140 of thl Inherltlnee Ind Eltlte TIM Aet, Act 2J of 2000, 172 P.S.
Seotlon 9140).
PAVHENTI
Detlch the top portiun of thl. Hotlo. nnd lub,lt with your p.y..nt to the M.gl.ter of Will. printed 00 tha r.~.r" .Id.,
.~Heke ch.ck or tonlY order pa)/Ible tell REGISTER OF MILLH, AGENT
REfUND leR)l
A r.fund of . ttx credit, which WI' not r.qullted on thl T.x Rltul'n, illY be requnhd by coaplltlng In "A.,pl1cIUan
for Refund of P.nn'YI~.nl. InhtrU.ng. .nd E.tah Tax" (REV-nUL Applloatlonl Irt Ilv..Uabll at the OUiu.
of thl Regl.tlr of Will., any of \h. 2S RevenuI DI.trlot Offloe., or by oallinl the .p.ol.1 t~-hour
.n'w.rln~ ,.rvlo. fgr for.. ord.rlnll l-100~562~Z0501 'er~lo.. 'or taKpty.r. wJth .plolal h.lrlng .nd I or
.p.eking ne.dsl 1-IOO-447~S02Q (TT onhJ.
OIJECTIONS, Any p.rty In Int.r..t not .atl,flad with th. nppral'~M8nt, allowanoe, or dil.llowano8 of d.ductlons, or .I......nt
of taM (Including dl.onunt or Inter.it) a. shown on this Hotio. .u.t obj.ot within siKty (60) days of r~.lpt of
this Notlc. by,
--written prnt..t to the PA D.part~ant of R.~.nu., Board of Appa.I., D.pt. 281D21, Harrl.burg, PA 171za~1021, OR
--.I.otlon to have th. .att.r dater.lned lit lIudlt 0' the acoount of the perlonal repr..antntlv., OR
--app..1 to tha Orph.n.' Court,
ADMIN-
ISTRATIVE
r.ORREClIONS,
faotual .rror. dllCov.r.d on thl. ........nt .hauld be addi....d In writing tal PA D.part..nt of R.v~~,
lur..u 0' Indlvldu.l TaMes, ATTNI Po.t ^.I....~nt Review Unit, Dept. 210601, Harrl.burg, PA 17128.0601
Phont (717l 787-6505. S.. p.g. 5 of thl booklet "In.truotlon. for Inh.rltllno. TIIM R.turn for a Ra.ldent
Deoadent" (REV-ISOl) for an aKpll1natloo of ad"lnlttrutlvlly oorr.otabla .rror..
DISCl'JUNTI
If ."y t.x due It paid within 4;hi.. (51 olll.ndllr eonth. aU.r the d'lledent', death, . flv. Plloant (SiO dhcoullt of
~ t~x p.ld I. allow.d,
PENAlTV,
Yh. IS~ t~ aana.ty non-participation pan.lty I. oo~utad on tha tot.1 af the t.K .nd Int.r'lt .......d, tnd not
p.ld b.forl Jonuary 11, 1996, th. first dll~ .ftar the .nd 0' the t.M ..ne.ty periOd. Thl. nan~p.rtiolpqtlon
pan.1 ty h appuhbl. in the 11111' IIltrmU and In the the ,..a tI.a per Iud as ~ou would tpPlll1 th. tlK .nd Inter..t
that h.. b..n aw...,ed I' Indlo.t.d on this netlca.
IH1UEST,
Inter..t It aharg.d b'lIinnlne with first dll~ of deUnquano)/, or nine (9) Month. end ona III d.y fro. the d.t. 0'
d..th, to the d.t. of pIYM.nt. T.~.. whloh h,o.I' dallnqu.nt betar. Janu.r~ I, 19ft2 b.nr Int.r..t at tha r.te of
.b (6:0 ptra."t pili Mnua c.lou1at.d It a dolly rat. of .000164. All taK" which bao... dlUnqu.nt on.nd .ft.,.
Januery 1, 1982 will bl.r Intll'..t It II rat. whloh ",HI val'Y fro. Clel.nder y..r to oahllhder Y.lf with that i.t.
announo.d b~ th. PA D.part..nt of Rev.nuI. The applloabl. Inter..t rat.. far 1982 through 2003 .r..
Intlr..t Dally Int.re.t D.lh Intlr..t
~ ~ V.lr -!!!!.- ~ ~ .J!!!!....
~
b.lly
~
1912 20;( .OO05~a 1987 9X .000247 1999 7X .000192
1983 16:< .oooua 1988.1991 11:< .0110501 2000 'a:< .000219
1984 11:< ,000501 199Z 9% .0OOI!fl7 ZOOI 9X ,0002,.7
1915 13:< .000556 J995.1994 'X .000192 2002 OX ,00016"
1986 lOX .000274 1995-1998 9X .00021j7 2005 5;1, ,000131
--Interllt II c.leul.ted .. follow!1
IHTEREBT = BALAHCE OF TAX UNPAID X HUNBER OF DAVS DELINqUENT X DAILV IHT~REBT FACTOR
N'A"v Notle. I..u.d aft.r thM tt~ b.on.'1 d.llnquent will refluot .n Int.ra.t calculation tn ftfte.n (15) d.~.
b.yond the d.t. of the ........nt. If p.y..nt h ..de aft.r the Int.r..t ao.puhtlon date .hown on th.
Notte., .ddltlonal Intlrl.l .u.t b. oaloulat.d,