HomeMy WebLinkAbout97-00190
Estate of ..PJlJ 8)'__:1'. ..Il ]CIIIIRI)8..CJN
also known as ____.___
I)ETlTION Hm I)ROIIA 1'1<: "nd GRANT 01<' LETTERS
No. ___02L=_~1::-_ltlQ.______
To:
____...___,_.__....._.__. Register of Wills for lhe
___________._._......_._m..___. Dcc('a.lcd, COlJltly of .~tft!l.\l.._ in the
Social Security No. 21_~.:: 2 ~_:_!!..~.f>.L_ _. ___ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your pethloner(s), who Is/are 18 years of age or older an the execut.....t:.ix.... named
In the last will of the above decedent, dated Decem_bec.llL._...________, 19.1l&..-
and codlcll(ll) dated Marc.l1 4. 199_L____.__.
(stille relev1I.nt clrCllmstancc~, e.g. renunciation, dealh of executor, etc,)
Decendcnt was domiciled at death in .J:.wnl:2.e r 1 a nd _____ County, Pennsylvania. with
h !ir last family or principal residence at1l..:Lhst ParLStreet. Borouah
of Car.1.isle.
(US! meet, numher and rnuncipallty)
Decendent,thcn 82 yearsofagc,dled~UarY. 30 ,1997
at Cllrll.sle HO!lpital, Carlisle, pennsylvania ,
Except as follows, deccdent 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
Incompetent:
Decendent at death owned property with estimated values as follows:
(If domlcilcd in Pa.) All personal propeny
(If not domiciled in Pa.) Personal property In Pennsylvania
(If not domiciled in Pa.) Personal property In County
Value of real estate In Pennsylvania
situated as follows: 117 East Park Street. Rorough
Cumberland County.
$160.000.00
$
$
$ 50.000.00
of Carlisle.
WHEREFORE, petltloner(s) respectfully request(s) the probate of the last wUl and codlcil(s)
prt<ented herewith and the grant of letters Testamenta..IL.
(teslamentarYi adrnlnlstrallon c.t.a.; administration d,b.n.c.l.a.)
theron. //)j (/,/!j~1;f0
i !/id;'( N .. 7th.
~- Patricia .Q. Novak
~ ~ _245 Center Road
l8 Newvi11e.--Eb 17241
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OATH 01<' PERSONAL REPRESENTATIVE
COMMONW~ALTH m' PENNSYLVANIA ~ I:lS
COUNTY m .____ )
The petitioner(s) ~l.bove-named swear(s) Dr affirm(s) that Ihe statemenls In thc foregoing petition are
true and correct to Ihe hest of Ihe knowledge and bcll.el. of petitioner(s) and that as personal represen,
tative(s) of the ahove decedent pcdtioner(s) will WCI\aJidl",l~ adJl1inl,;~)h~~ estat~ according to law.
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COMMONWfAlTH Of PENNSVlVANIA
OfPARTMfNT Of IIfVENUr
DEPl '"0001
tiARR1~eURG, ItA \7128.0601
--DfC(-O N ' -NA-M[-i(.4-~I:,iisT, "m\ilotJtf ';NI'IAII -~.---:;:..:~- ... -. ~___u
Richardson, Daisy T.
';C~'~:~";~N~;;l~mu D'~o~~~~7 u i"~';~'~~14
'" "'"'''''' ,"""'M" ""'''' \ """ I"" ,,",l",W "'''',,''',,''''' !"'"'' IE""'" """'"
PCl 1, Originol Return ! I 2, Supplemental Return
LJ 4, limited blal' L J 40, Fulure IntercuI Compromise
lfor dole$ of death (liter 12.1i.B21
!Xl 6. Decedflnl Died realale [] 7. Decodont Maintained (l living Tru~1
(AUach copy 01 Will) (A"o,h copy of Trulll
AiL CORRIIPONDINCfiND CONFIDINTlAL TAX INPORMATioN SHOULD II OI.I(Tlil TOI --
~ I NAME --.- ---rOMPliTE M,~iiTNG-A(lDII( 5T-'-'-~--"-' -.-"" --"- - ,-..-.-.------~-----. ....-
Sf u :,r;H1?~~~~,;:.~~-~:~ 0: u__ ou_ . . .-u~ ~ ~ 1 ~ ~ 1 ~_~g~_A~~,l~~~~_~~.~~=te '__~_====~ ,=
, Reol EllolO (Sch.dule AI ( 1 ) $<17 I 000.00 '
2. Slack I ond BondI ISchedul. BI ( 2 )
3. Clo.ely Held SlocklPorlne"klp Inlerell (Schedule C) 13 )
4. MOr1goge. ond Nol,. RecelvoblelSchedule D) 141 $.53 ,972. 2.~ .
5. Co.h, Bonk Depo.ill & MllCelloneoUl Perlonol Properly (5 I ~114, 608 ~ 70
(Schedule EI
6, Jolnlly Owned Properly (Schedule F)
7. T(oUlfe" (Sch.dule GIISchedul.l)
8. Tolal Grou Auell Italalllnes 1.71
9. Funftral EKpenuu, Administratl....e CosII, Milcollaneov$
ExpenlOl (Schedule HI
10. Debh, Mortgage liabilities, Liens (Schedulfl I)
11, T 0101 Deductlonl ItolallinGs Q & 10)
12, Net Value of Eltale (Une 8 mlnulline III
13. Charl1able and Governmental Beguell. (Schedule J)
_._.m.~. 1.4. NOl Value S~~ecllo ~~l<J!:~~mlnu'.~~~_~L~~..__,__~...
15. Spousal Tronsfers (for d(118S of doath alter 6.30.941
~l'de~n(~~~I~J'~~n~~I:e:rr~~as~lh8~:I~eKI~~eS~h~:~I:eM~1 (15) '--~-""-___'__'_"""'''_'''''.._'____'.",_ .._ x. .---= . _....__.____.
16. Amount of line 14 taxable at 6% rate
(lndudo values from Schedule K or Schedule M.l
17. Amount of line 14 taxable 01 15% rate
(Include volues from Schedule K or Schodllle M.I
18. Principal lax due (Add lax from lines 15, 16 and 17.1
19. CrediU Spousol Poverty Cradil Prior Payments Discounl
. $8000.00 .$421.05
AEV-1500 f:(+ (7,Q41
~
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15 1/,,3-- I'i
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'OA OATIS 0' OIA'H AmA 12/31/91 CHICK HI..
IP A SPOUSAL
pavIA" CAlOIT I~ CLAIMIO [ I
flU NUMBIA
21
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
97
0190
COUNTY CODE ..YEAR. . NUMB.ER
iJf(t''On.;HTt'}Ml'lflfA'iioAI!>S-------.-.---.-
15
lil
lrl
co
1.17 East Park Street
Carl isle, PA 1701~
COO", Cumberland
r "'OU'" '''''VIO (''';NII'"[II01l''
[-j 3. Remainder Relurn
lfor doles of dealh prior 10 12.13.~2l
[,I 5, Fed~rol Eslole TOI< Retul'O Requlrou
1- 8, TOfal Number of Safe Deposil Boltes
. .
z
co
5
~
lrl
cc
( 61_
(71 _
18) 'i~t~L~l!9_.~5
(9IU2.Jj0.5..3_4_ u_____
$77.00
lID) __._ u_.__....___._.
(11) _i.l1Jeel.J~
(12).l.2.Q2.,698&1
(13) _._._.___.
..__~ __$..f_Ql",g~_8_:':H=
1161 $202,698..61._
_U2.d61.92
....x .06 =
(17)
. x .15 ft
z
E!
~
.
C>
U
(181$) 2,161. ~_2
Inlerest
~84~1. 05
1191
(201
~
t-
20. If line 19 is grealer than line lB, enter tne difference on linfl 20 This is the OVERPAYMENT.
mc]
ChN~ 11('10 If you ore requosting a !Olund bf your overpayment
(211
(2'.0.1
(21BI
$3740,1;)7
$1.57.08
$3897.95
21, II line 18 is greoter than line 19, enler lhe difference on line 21 This is the TAX DUE.
A, En/or the inlenlSl on the bolonce duo on lino 21A
lB. Enter Ihll..'Ol01 of lin.' 21. o.nci 21A 01\ Line 218, This is tho BALANCE DUE.
_ __. _~~k~cCh.ck Payabl~ ~o: R!Ullt.f of Willi, Agen'
_-=_-:..~..:::..-=~..-~~- liIsURil}o -ANs.wEii_~u: CiiJ~~ItlNS()r:f~~~~~S.E_~I~EA-;:lrJT.tl_R_~C.IE(K MATI!. ~ .~..___n . ... ...__
Under penalties of perjury, I declare Ihal I hovfl fjxclminod thl5 relurn, including occompanling schlldules clnd stalements, ond 10 the best of my I,nowledge and belief,
Ills Il'ue, correcl and completo, I d,JclCHfI thot 011 ro~1 flitoto 11m bOM topor/Bd at 1rUfl market vnlu\l Declaration of prepOI'or other than the personal represonlative is
~~~e~l~~.~I: ~~~~6~~~~~~6~~~l~~cf~r~~~fl(:rE1f~~:~ any kn_oA~~~R~~~ .. .---- '-:'-, .---------_7;------- DATi---U' i"'-------- ---
s~~~~,_:~f~.-O~-T~iA~RfP~~.N~iiJf!. ) ~~;if~.~J . 'ul,' ,(~.l . .k "'-/~' .---. '-,5::~,' ~{~{:..!// D-A.;~~,~-~~L \
'.L}'r ,'-'-'. (' (, I ~/ /). ,I
..<.----~.-... --..-..--.--.----- .;.- ---.<--'--- -- ___,~....I,:- ~__-.i-.__
.
_111.151111(+1""1
.~*'
COMMONWEAltH Of! PENNSYlVANIA
INHeRITANCE lAX RETURN
RUlDfNl OfCEOfNf
btATi'o,=--- .~----.~
Richardson, daisy T.
SCHEDULE H
FUNERAL IiXPENSES,
ADMINISTRATIVE COSTS AND
MIS~E~L~~~()~S~~~~N~~~._ _.____ PI.~~, PrInt O!Jl1"
.--------~-J f:~11 ~U9~~~ 190 __________.
---------..--,
ITEM
NUMBER
-----, ~~-~-.,,_.----.._._~..~.---~,. - ~......+--. .-.-- "...-..-..--~-~-_._- "'~._,.....-..._~_n_~_-..._____
DESCRIPTION
A. Fun.ra' Expen.,..
1.
Hoffman - Roth Funeral Home _
Ca",,/,jle ..k(6:2",-",-;,.,.{) J&..-t>/('L_
stone
inscriptdon on grave
urn
2.
B. AcImlnl.tratlv. CO.t"
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Pt.sonal Representative Commission, Patricia C. Novs.k
Social Security Numb.r of Pt"onal Repre'enlatlve: 1 Ii R 36 _ R 7 R Q
VearCommllllon'paldto be l?ail!~JL1998
2.
AttornII)' Fee, Stephen B. Lipson
169 W. High Street,
Carlisle, PA 17013
Fomlly Exempllon
Claimant N . A .
Suite 4
3.
Addre.. of Claimant of decadent', doath
Street Addre.. __
Relollanshlp
-----
City _
State __ Zip Cade___
Probate Fee, Register Of Wills - granting of letters
Register of Wills ~ filing of inheritance
tax return
MI..,lIan.ou. Exp'n"., Register o,f Wills - filing Of account
Sse attached list.
--
--
TOTAL (AI,o enter on line 9, Recopltul<ltlon)
(If more .pace I. n..d.d, In..rt addlt'ona' .h..,. of .am. .'...,
--.
AMOUNT
260.00
75.00
4308.25
3800.00
303.50
15.00
119.00
-.-
s
'''1.''''''1'931*
COMN,ClNWfAlltl Of rtNN~Y1.VAN\,I.
INHtltllAtKI ,All. IUIU_U
RUlOfNl !>lCfOINT
J
SCHEDULE I \ .
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS PI .
__c_~. ... .._un ... . .... .._.. __.__.___ ..'!'..'2I.,lcor..T1P.-
-----..---.---~-_ [~\~~:;;~~o _~--c_.- .
,~~---'-~--~
ESTATE OF
Richardson, Daisy T.
..._.,_, _~.,,_' .__~ __~~~.~_~_.-- . _--' .,__.""__o_.--..~'---"-..
AMOUNT
...~~-'.'- ..-.--"-" .-"'--- ----,~.~..-~-----
-~----- ..-----.---..---------..-.-.--- .-....- ..---...-...- ..- --_..- _..- -----_._---~. ---.--.-..
._.__c~.....-..-_.<-. _. __.",__...'__' ----~--- _~,,~____n_ - -_.-.
$24.00
$53.00
I,
Forest par\{ Nursing. Horne - beauty shoP bi 11 due
cumberland Crossings - communical ServiceS
2.
J
ii,
I _j
~
$ 77.00
TOTAL (AI.o enter on line 10, Recopitulotlon)
~---_._-~.._~_._--_._-----_...~.._----~
_.----"--.---....-----------------,.~
--~-_.
(If more .pace i. need.d, inlol! odditionol .heet. of .ome .i...)
/5:/63 ~'/,/
BU~EAU OF INDIVIDUAL TAKES
UHRITA~t lAIC 1I1VlSI0N
ocrl. '80601
HARRISlUMQ, ftA 1111a-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMfNT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUr.TIONS AND ASSESSHENT OF TAK
07-15-1998
RICHARDSON
01-30-1997
21 97-0190
CUMBERLAND
101
f AIIO").* R:!!~lIr ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
ilEY-:isi,'f-ix-'iFiQoF97Y"iiiii'-icE""O,;-YriHEiiifAifci-T"A'iriiPPRA"isEHEii'r-;-iLi"OwAN-Cnili--...-.----u----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DAISY T FILE ND.21 97-0190 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
STEPHEN B LIPSDN
STE 4
169 W IIIGH ST
CARLI SLE
PA 17013
ESTATE OF RICHARDSON
TAK RETURN WAS, I X I ACCEPTED AS FUEO
RESERVATION CONC~RNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule Al
2. Stock. .od Bunda (Schedula 8)
5. Clos.ly Held stock/Partnership lot.rest (Scn.dule C)
~. Hortg.ge~/Not.1 R.c.!v~l. (Schedule Dl
S. CMah/Bank Dapolit$/Misc. P.rsonal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. fransfars (Schedule Ql
a. Tot.l Assets
) CNANGEO
11)_
12)
131
(4)
(5)
(6)
(7)_
47.000.00
.00
.00
53.972.25
114,608.70
,ll.
.00
181
APPROVED DEDUCTIONS AND EXEMPTXONS:
9. F~r.l Exp.n.../Ao.. C~.t./Hi.o. E~p.n..s (Schedule Hl
10. Dabta/Hortgega Ll.oilitiao/Llans (Sohedule IJ
11. Totol DlIductlon.
12. N-t V.lu. of Tax Maturon
13. Chnrlt.bl./GovernMant.l Bequests, NonualGct.d 9115 Trust. (Schadule J)
14. Mat Value of Est.t. Subject to Tax
C'
.
U~.1.4' U A" C".tll
DAISV
T
DATE 07-15-1998
NOTE I To in.yr. prop.,..
credit to your acoount I
.ubN!'t the upper porUon
of this for. with your
tax: ,'aYHnt.
215,580.21
12,805.34
77.00
Ill) 1?002...3!t..
112) _ 202,698.jl
(13) .J!!
(14) 202,698.61
(9)
110)
If 8n 8ssess_ent W8S issued previously, lines 14, lS 8nd/or 16, 17 8nd 18 will
reflect figures th8t include the tot81 of ~ returns .ssessed to date.
ASSESSMENT OF TAX:
15, A.ount of Line 14 at Spou..l rat. u.&)
16. AltOUI'It of Llno 14 b)(abla at L1naal/Cl.ss A rat. (16,)
17. A~unt of Line 14 t~x.ul. .t Col1.t.r~1/tl.,s Brat. (17)
18. Principal rax Du.
NOTE:
TAX CREDITS:
PAYHENT I
DATE
04-28-1997
04-17-1998
RECEIPT
_BER
AA211230
AA269972
DISCOUNT (+ J
INTEREST/PEN PAID (-)
421.05
156.16-
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
202,698.61
.00
K .00a.
K .06.
K .15.
118)
.00
12,161.92
.00
12.161. 92
12,162.84
.92CR
.00
.92CR
I IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE .IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
AHOUHT PAID
0,000.00
3,897.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
N .. :(
-- 1,0 )0.:
" !!1
r" "
;,:.~ i ~ I (~
.
'"
..-
" ~
b C)"J .cj
(.) (0 ~ ~a
~o:
RESERYATJOHI E.t,tlft of de~tl dying on or befer. Dt~r 12, 1982 .- If InY future Int.r'lt 1~ the ..t.t. 1. trln,f,rred
In po.....lm' Dr .njov.-nt to CI... I (0011,t'r.l) b4n.'lol.rlll of the decedent .ft,r the IKPlr.tlon 0' ~y ..t.t. for
11(lor for Y"t', the C~nweelth hereby ewpr...ly rl..rVI. the rIght to IPpr.!.. Bnd ...... trln.f.r Inherlt~. rlK"
.t thl IMfful CIlIs' B (ool1,t't'U rate on any luch future Intllr..t.
PURPOSEllf
NOTtCEI To fulfill the rltquir...nh of Section 2140 of the Inh'rJt~. and E.tBt. Tax Act, Aot 21 of 1995. (72 P.5.
SIOtion 9140).
PAVMENT, DlitllOh the top portion of thh HoUol and .ubtlJt with your PIYMnt to the Righter of Willi prlntltd on thtl t.v.r.. .11;...
uHllh CMClk or IfOfMIY order Pft:Y'8bh tOI REGISTER OF MILLS, AGENT
REFUND (eM)1 A ,..fund of . tlX cr.~lt, which WI' not reque.tld on the Tax Rlturn, ..y ~ reque.ted by c~llltlng In ~lppl1c.tjon
for R.fund of PIlnn.Ylvenla ]nherheme. and E.telt. T.x" (Rt'V~1313). ApplleaUon. .,.e .lIaUeble It the OffiCII
of thtl RqAtt.r of WUlI, lInY of the ?~ Revenul Ohtrlet Offlc.., or by c.ll1ng the IPKlal 24-hour
~.werl,~ .Irvlo. nuebIIr. for for.. Ordlrlngl In PRnn,Ylvanla l-aOG-S62~2050, out.lde P~s~]vlnla and
wlthhl local Harrhbore .rea (717) 787-&094, TOOl (717) 772-2252 (He....ng ].-palr.d Only).
OBJECT]ONS! N1Y p.rty In Int.re,t not .atl'fled with the appr.I....nt, alloW8nOa or dl.allowenca of ~duotlonl, or ..AI....nt
of tax (1001001", dheount or lnt.rllt) a. .hown on this Notio. lIlt.t obj~t w.\thln ,hcb (60) day, of rae.Apt of
thll Notice by!
~-Nrltt~ prote.t to the PA o.part..nt cf Revenue, Bo.rd of App.al., Dept. 281021, Hlrrlcburg, PA 1712a~1021, OR
".lactiM'! to h!llv, the ..tter debr.lnod at liudIt cd the acoount of the personal rllPre..ntaUva, OR
~-appaal to the Orphan.' Court.
ADMIN
]STP.ATlVE
CDRRE(;TlOffS I
FltCtual .rror. dbcover.d on thh ........nt .hould b. eddrlued In Nrltlng tOI PA Dlpart.ent of R.vanua,
aur..., of Individual Tex.., AllN! Posl A.......nt R.vIew Unit, Dept. 280601, Harrbburg, PA 17U'8-0601
Phone (717) 787-6505. Se. pag. 5 of the booklet "In.truotion, for Inh.rlt.nc. hx Rlturn for a R..lct.nt
Dec.dent" (REV-1501) for an .xplanation of adwlnl.trativ.1y oorrectabl. .rror..
DISCOllfTI
If 1If\~ tax dull 11 paid within thr'G (1) calendar Bonthtl aft.r the dac.dent'. death, I five peroent (5:() dhouunt of
t~ t.~ paid i. u1low.d.
PENAL TV I
T~ 15:( tax ..na.ty non-particIpation p.nelty I' ooaputad on thv total of thl tax Ind lnt.re.t ......ed, .od not
paid b~for. Jenulry 18, 19Q6, the fIrst da~ aft.r th4 and of tha tax ..n..ty p.rlnd. Thl. non-PlrtIelpatlon
panalty h app.alabla In the .... e.nnar ftfld In the U.. .u. tllla p.r lad a. yoV would appeal the tax .,..d Inter..t
that h.. hean ......Qd a. Indlcat.d on thll notice.
INTEReST!
Intar..t 1. ohlrgad b.glnnlng Nlth fir.t day of dallnqu.nvy, or nJn. (9) ~nth. and one (ll day froa t~ d.ta of
death, to the deh of paYHnt. TIlles which b.OIlM. dIIUnqu.tnt bill for. January 1, 1982 be.r int.r..t lit the r.t. of
.ix (6:0 percant p.r 8MUII ollllculahd at a dltllY rat. of .000164. All tax.. which bee... dll1n~nt on end IIftar
J~ry 1, )982 Nl11 ba.r int.r..t at a rate whloh NIIl v.rv froa calendlr y.ar to oalendar y..r with that rat.
~ounoed by the PA D'Part..nt of RG~'0U8. Tho .ppllcable lnt.r..t ratas for 1982 through 1998 arol
~ Inter..t Rat. pallY Interut fllOtor :!!!r ]nter..t Rata DailY Int..r.!'!t Faotor
1982 20% .000S48 )l)tl7 9. ,000247
]981 16Y. .0004~8 19&8-1991 llY. .000:501
19&4 11% .000101 1992 9. .000247
1985 13Y. .000356 1991-1994 7% .000192
1986 10Y. .0002:74 1995-19'J8 9% .000247
--Interlllft II olioulat.d .. followW/
INTBRES1' . B^LANCE OF T^X UNPUD X NUHBER OF DUB DELINQUENT X DULV INTEREST F^CTOR
hMY Notlo. hltHtd aftar the tlK beeo... delinquent will reUeat en Interest oalculatlon to flft..n (15) day.
beyond t~ d.ta of the ........nt. If pay-.nt I. ald. aft.r the Int'r.~t ooaputltlon dAti .hown on thl
Motlc.., addltlonll Int.re.t lIIU.t bo c.lculat.d.
",v 1500 '" 1'."1 II~ .-' I (0 i3 - ILl I lOR DATU 01 DIATH AnlR 12/31/91 CHICK HIU
~:~'9-.!'I INHERITANCE TAX RETURN II~O~mn:~DITISClAIMID II
'....~ RESIDENT DECEDENT /Ill NUMIIR
COMMO"W'^,'" Of '''<NSYlVANIA (TO BE FILED IN DUPLICATE OJ. 1 9 7 01 gO
DEPARTMENT Of REVENUE I (
HARmRS:!;, ~~~~:"0601 WITH REGISTE~ OF WILLS) COUNTY CODt HAR
l~ji~H~~r;;"1;7';t:I:~~;';;97 I';'i;;;; 4 umrTinIr~'E: 1 ;6-~~~-~-.<. .--~-~
.."'.._ _ '" ";"",,,, ";;;,,,,,,. ,"0"'" ".,"' "'" ,,,,,..m '"',','' ,,,,,..,, I"" IAI It, "'ITY """'" I AMOlIIII.II 1'''" ('o[r "","UCIIO'''I
[] I. OriQlnol Return IX; 2, $upplemenlC11 Return [-)3 RemaInder Return
(for elates of death prior to 12.13.82)
rl 4. Limited estale I J 40, future Inlerell Compromiul ! 15. federal Ellale Tox Return f{equirltd
(10' dot.. 01 clellth olte, 12-12.81.1
~ 6. Decedent Died T81101e [ I 7. Decodent MoinlalMd tl Living Tru"
IAllach copy 01 Will) (Alloch copy 01 T,u,l)
ALL CORRESPONDENCE AND tONPlDENTlAL TAX INFORMATION SHOULD 8E DIRICTED TO, -----.,-------
N;;:;;rr---<- ---. --- -. -.--<-- --[COM"'iiM^"IN(7AOO"'i.--------.---.- ~ - n_ -
?~~Jl.I1._~~_J3_~..L_1Jls~l1_ .._ . ,. _ _ C,o 11 51 . 1 H a n ~~ ~{7 05 t\r~ e e t
HleNlONf NUMBfll a r set rft' -"i ::0
717249-3929 ";!" " -'J('>
,)-~=,~)~.~"'=.=,.~"=''''".=....---."',._=,~_ __ - _~_..~. ~~.'.C'~=~==.__=. .~~ _.~_ __
1. Re,1 ElIaJe (Schedule A)
2. Slacks and Bondi ISchedule Bl
3. Closely Held Stock/Partnership Inlores! jSchedule Cj
4. Mortgages and Notos Recelvobltt 15chodule 01
5. Cosh, Bank Depo~lts & MlscellanC)ous Personal Properly
(Schedule E)
6. Jointly Owned Property ISchedule F)
7. Tronlle" (Schedule G) (Schedule L)
a. Tolal Gran Assels {Iololllnes 1.71
9. f,tnerol hpenl81, Administrative Cosh, Miscellaneous
EKpenses (Schedule HI
10, Deb". MO(lgoge L1obllille., Lien,(SchedulelJ (101 _.___.__._____.__._.<,-____.__
11. Tolol Dedvctionl (tolol lln.. 9 & 101 (11) .1166.,)<.9_.
12. Net Value 01 E"ale (Line 9 mlnul line III (121 __~tlJu...lJ-.__.
13. Choriloble and Governmentol Begue," (Schedule JI (13) _Q.....Q.O~_nu._
u______ .I~_ Net ""!!~.!..~bl"!.'." To'j!!!,..~mlnu, ~~,;JL_~_______~_<___..~c1_~::.\L..\L~c-::.:c
15. Spousal Transfer, (for dales of death aher 6.30.94)
See Instructions for Ar,pllcable Percentage on Re....ene
Side. llnclude voluel rom Sc:hedule K or Schedule M.l
16. Amount of tine \4 tOl(able 01 6% rote
(Include ....olulu from Schedule K or Schodule M.I
17. Amount of Line 14 tOl(oble 01 15% role
(Include ....alufls Irom Schedule K or Schedule M.I
18, Principo.ltox due (Adrl 101\ from Linel 15, 16 and 17.)
19, Credih Spavsnl Povorty Credit Prior PClymenh
~
",5<1>
fD~~
nE~
20, If Line 19 h greClI~f thon line 18, enter the difforence on line 20, This is the OVERPAYMENT.
IiIlXl
:iJffi
"'''
"'z
Sie
z
..
5
!
'"
z
"
!i
~
Ii
"
u
S
+
F~
NUMBtR
,_,~__ A, T 0101 Number of Sofv Deposit Boxes
(I)
(2 )
(3 )
(41-
(5 )
~'; "
c.
c. J
1'.)
1~
"\:.
',,\
(6) 5.5.~2.L<..
I 7 1______.....__.__..__
t):~
(8 1 _~..5...2.A.___ .
( 9) .3_2..5.6._.<.3.5...:....._.__.._.<_.
(15) __._....____..__._ ..<.___..~,_.
(16) .3.21L..n
..~ ,06 w .Ut. ~.6...-
(17) .._
. X .15 .
(181
Discount
Inlerest
+
1191
1201
192.66
Chl'C~ heft' if you 010 'equc'~tjng Cl refund of your ovcrpoyotont.
21, If line 19 h gleolor IhCln lina 19, enter tho diHerflnc(I on line 21 This is the TAX DUE,
A. Enter Ihe interest on tho bolonc6 duo on Uno 21 A
B, Enler the lotol 01 line 2\ Clnd 21A on line 21(\, This is tlw BALANCE DUE,
. _ _ __ M_~k. Ch~_~_k Payn_hl. to; R.gllt.r of Wlll._~ Ag.nt
_.____m__ -~.- j.~_iEsUR~~(j~~SlNii"LL~UESrIOI.fsONiiiv~RSiSfI>E~NE~.R~_cilE<~)( MA!I!.._~:<< ... .. .._.
Under penallies of p.tHlury, I declortllhot I hCl....O t1Kominod this returrl, i'1c1udinll occompm1ring scho(hllos ond ifCllemenh, and to Ihe b051 of my knowledgo ond belie!,
,I is Irue, corred and complttte, I doclar6 Iho! 011 roul ol!alo hm bUBO faporfof o! !rUll murk6t ....oluB_ Dodurulinn of proporor other than Ihe penonol reprosentoti...e is
uould on 011 informolion of which propmer 110\ ony knowledg8
<'1C.NA"rIt-."-0TPf'R-l't.,j,f~-PON-!t181!'OliTllING Rlit;Rr, Arl(iIlISS . ,!/ 0;1--- .. - DAf~'-' ",---- .
-"1;, t'iei,t );;;;J:...'. ;(i',~ . ... JIJ5 [(llll.. /J.J A.:" /.',h: !Ji < j 7J!jJ .3 W/CJ,S
"IGNAW Of PW"f inK OHlfR, HiAN'f!r.PRf51 N1AlIVf A[J(JRl55 [lATE I ~ ,--'
....,.'/ \ /., /_-/
.''- ( . .-' {/,'
"-f'~...._m________. _----.J
1211
(21AI
121BI
, SCHEDULE H
~i;~ FUNERAL EXPENSES,
COMMONW'Al'" Of pWNmVANIA ADMINISTRATIVE COSTS AND
'N~I.::l~~~'D~c',~lm'N. . . MISCEllANEOUS EXPENSES ... ~Ieas. Print or Type
t'sfATE6J~-'-----~~~'~--'-.~-_._--_._-~_._----_._---'._'._-'--_.__._-_.._.-1PllTNiJMblR'~~'~._..c',
Richdrdson, Daisy T,. . 121.97.0190..
ITEM
NUMBER
Inv,uun. (.I'-18i
DESCRIPTION
AMOUNT
A. Funeral Expense.,
I.
B. Achnlnl.tratlve Costs,
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
1.
Personal Representative Commllllons
Social Security Number 01 Personal Representative,
Year Commllllons paid
2. Attorney Fees
3. Family Exemption
Claimont
Relationship
Add,e.. of Claimant at decedent'. deoth
Street Addrell
City _
Stale
,Zip Code
Probate Fee.
Mlscellan.ous Expens."
Settlement charges for sale af real estate - see
attached settlement sheet ($3373.97 less tax
pro-rations of $107.62).
$3Z6 6 . 35
TOTAL (Also enter on line 9, Recapilulalian)
(If more spoc. Is needed, Ins.rt additional .hells of same slle.)
$3266.35
- ----
^ I) !, nll'MIlIA! ton flj I h III~;IIII, ",,,llIfI!IMI PI. \'1111I'~11 III 1",11111' .",1,,' I{I,-, ,
- ~~I r 11 r Ml III ~;1^11 M[ Ijl I""H'"
CORNERSTONE I ~""j;!""
LAND TRANSFER, INC. <~ "'-~----"-'--,- ....... .... ... .. . ._~n'_ --. "~'-'. -I
IJ. IYI'LOII O^N
5 Wost Muln Stroot -1..(-.II-,i^-~'-10:MiiA--- l X I nONV-i'ilI1i"J
Shlromol1slown, PA 17011 ~ r [VA f, 11l~(JNV INIl
Phone: (717) 730.9664 Fax: (717) 730.9665 'i:l[;;i~M;~~40 -=-_J ':i~^;;~~~:~-~_=~_~I
Ii MOlHjN~ CAUE NO I
_..n -----~-~-_.--.--.... -----.~-.._._-.--.--- "-----.-:;-1
(: '~orl 1111& lor,n IlIllJUII5IH)d 1'1 (JIVIJ YOII 0 ~!lIlllmU!11 of net.lllt ~ol1hunll!l' (1)815 ^mUllnll paid to IInd hy IIHI G01U~m1I,1nlll(Jtlnl Oft! "IO~1f1 11",0& ITHllk'l<1 ,
.._,.._~__:(.'.'.~~;L~!!.~~~~!~~(!!!~~ cln_~I.'::U'_~.r.~!..~~~_~'~.~~I~~:~~~~~~.'~l1d nro n.?.t'~~~~.!~'--""-'-'----1
I; lIMit /II~() A(I(lf1(!>S {l! flDnnOWl-11 l NII"'f: ANU A[J[Jf1~Sfi OF !HLLEf1 ~~ AM) .Allflflr:fis OF l[NDlifl
,JODY I" THEOBO!.D ESTA1'Il OF DAISY T. MllMSERS 1ST Ii'.C.U,
RICIIARDSON
1'.0, BOX 40
MIlCHANICSBURG, VA PA
-_..~._-_._. I SI!T1L[M(Ni~
(j I 'liilPf 111 'l' lOCATION It r,r:T1lEM~NT M.UNT,
lJ7 EAST PARK AVENUE CORNERSTONE ,r,AND TRANSFER - 06/29/98
G\RLISIJE SOROUGH PlACi: OF flEDlUAENT,
CI1l'lIlERl,AND COUN1'Y LAW OFFICES OF WIL1,IAM DAN I ilLS
--.- -
oJ, SUMMARV OF BORROWER'S TRANSAOTlON: K, SUMMARY OP SaLLER'9 TRANSAOTION:
IO~~ClROSS AMOUNT DUE PROM OORROWIiR 400 OR098 AMOUNT DUI! TO SELLER
- 101 CnnluH:1 salospllCfl 47000,00 401 Con1r8clsalnsprli:o 'mUU. llll
-;'D~l f'IH&OIlHI rHoflolly .~o'Pofson8iprollorlY --
-;'0.1 S6.!II0nlonl ChltlgllS 10 bor/OWIU (1lno 1400) .20 !OJ
'" '"
-. -
1,,,- ,..
- AdlC'slmonls lor !toms paid bt sallo/ln adv;lnco AdJualmants lor 1l0flls- paid by sollor In Ildvl\I'lcO
1% (.lIl'l1"....nll~ " .-- 40G,ClIvITownlu 10
- Inl Counlylu 06/29/9810 12131191 401,Counlyl.u 7981012/31/9 1 . <"
I"" lIuourr,an" " 408.AIIOU1110nll 10
109 Ilrt(ool, 06It~~ 1 ;-TI' 40g 8CllOOL U6/4l ~ 19810 ( .22
'" 10 ,.. 10
'" '"
IP '"
--
110 aROSS AMOUNT DUE flROM BORROWaR 50737.82 mOROSS AMOUNT DUe TO SELLER 47107.62
.'00 AMOUNTS PAID BY (,'IR IN BEHALF OF BORROWER &00 ReOUOTIONS IN AMOUNT DUI TO SELLER
,01 DonosI1 or oftlnoitmonot ~.(jn- 60lE~ceu dllPOllt (uolnslrUcHonsj --
"j~, Pflm:iplIl anlOllnt of now loan(s) .00 &otSolllemenl chargllllo 80111/ (IIno 1400) - jJ"l .n
,roJ bl~lin{llollf1(B) lakan subtllet to M1E~lsllnu 10an(I)lakon ,ubjocllo
'" h04 Payal! of Flr,1 MorlgBgo LOlln
111', Ul& Payon 01 Second Morlgage Loan --
-
,JM ...
-
101 ..,
". '"
-
)0'1 .., --
- Ad/USlmonlr.fOllloIT1BUllpnlclbyso!Jor AcfjuRlmenl9 lOf l1om~ unpaid by &0110/
;'\0 Clly/!OWlllu 10 bloCllvlTownllX 10
~I I COllllly In. 10 &ll.CounlvIIU 10
"1l1unnmonll 10 hUAueumonl1 " .--
-
'" nClll><H, 10 ~" 101001. 10
.
'" '"
HI, &i6
711, 61'
It! '" --
~. '"
-..-
."Iij ."
m TOTAL PAID BY/FOR BORROWER 44950.00 blG TOTAL REDUCTION AMOUNT Due SiLLER 3373.97
.If)(l- CASH A'r SETTLEMBNT FROM OATO S-ORROWER r.oo OASH AT SE1TLEMENT TO on PROM SELLF,R
-;-;;( GfOBS il1nounl dUlllrom II/mower (1lno 120) OU .82 GOI Gross amO\ml duo 10 uUel (line 420) 47107~.
,W l.ou /lmounl Pllld by/lor borrowor (line 220) .UO tlO2 Lo.i reduotlon amounl duo ,,11m (line 520l 33 ., r:9'r
J," CASH IIX) FROMI II J TO) ~ORROWER 5787.82 ." OASH 100 TO) III FROMISELLER 43733.65
--- d - .- ---
<\- (lkl~'-lIC')bOl
!tUYIJIOIHoIIO.....III'1SIUo.lufO
fM~tjJ/%/; Eft',
?lIiIDr'ISluo.ll.
Ilun.IIlQV ~IOb
" ., 1.1' /\1" '"I.H' '" ''''''.",,,. IIF'HI \I11111\1~ III il 1.1'1',01 HI
I".,\I\/'III.",L','II.',,',
_.__..._.'..____.~...._~_._..".._~,__. !;(-!fllMINI f-;lAlf MINI 1',1-:1""
l. St:T'll.tMtNl cH"nCl89 9 n 0 ]-4 0 ~.--_..----...~~.~---~--,,-~-_..--- n_-u1-__. ---,i)ilti Ph'OU , PAID F!lolr
;!;;-lOU.l lI"il-E.i"'noKIiH~ coMiliiiiloN 1l..Id-OI;plle-~-I'---' ;1"1oo~6-,(rri~'---G-~.ri----"..-- DorlllOWCII u' DUlL! ",II
C',,,,,,,,, ",00,,_""""',;' ",,;.. -. "i"" '~;"".-,,"- , ::~~::." t ,:~~~".:~,
"" .I~ .l:.1~?cO~ ~Q__-2o_ . . - .!~I",!il.'Y_.!ix.r:.(Jn'.rV!f~ .- -':"J' ----.-. ,..-- "1
/(11" iiI ----- -- . ,
.'1;-; 0-~r~~;~~~;;;~rlil~ld n(~-~~~~.!lt _.~_~~~ -_~.~~~.=~~~.~.=--~~:==.=-_~=_.~ =-~___~..____ . ._" 2.!r2C['(io~~
1114
';1;,~iiiMBPAYAIIl.iiNCO'NHEC'ION WiTtjlO-A-N~-----~~-- - - ._-~~- .~ --- ---I
-:~;- ~_~~6i~~:I:~~rlllTIIfI ~~f~~~f.:~'.---==~Illmt-.~~-{;~-g: g: ._=~=~ -=.=~;i:fi: ~~ -,~:~_.;..~~~.=~~~'=J
~~ ^rll~I~1I1 roo tc~-=-------MNM!\'mrsfs'IIP~-tnloc --:- ___._____ --.=~~=.~=...=~=J
.II(\~ Ctodlllloporl h) . MEMBI~R9 18'1' ~50 POC ~--,-....~---l
IWi LOlldo16h\MHHl11011tOfl . . __j
1I0fo MOllnngo In~urnnno APrl!CRllo~ron In -I
M7 AUUIIl!,llon FOG __.J
'"0 TAX SRV, MEMSERS lS'r F. C. U. 70.0 ---,
'nn FWOD eERT Mb1MBERS 1GT"j':C:1J:- 12.00 1
^", UNPRWR FEE Mii- BERG} l' . C, 175 , 0 l
=1
__,._- 14.70 __ ._-j
"RqqOO PoQ, L_ ==. ~-==i
'"
~MiiiM' iUQUlfll!.D 11'( l.ENDI!.R TO IIIi PAID IN ADYANOe
Ill11 Inlllln~lhom 0672'97'98 1006/30/98 0$
<In;> Mod\jnYillnsulnncfI PrOml,JI1I lor 11I0 10
\lO~ Hal/Utllm.U/ance PlomllJrll lor yrs to (:1'1.1(,' 1 n't,
HO~ yrG 10
<lOr.
Iday
\000 RBSUlVl8 DRPOIUTSO WITH l.ENDER fOR
1001 HlIlarclhlSUlllnco 2
10..17 Morlgll~o In'ur~nc9
100.1 CllyfTownlox
I ('U,I Counlylox 5
IOO!> A&~osstr'lonls
1006 ifcHOOL TAX 13
1001
'006 AGG. ADJ
1100 TItLE CHARGI!.S
\ 101 SlJlllomtlnl CI closing 10010
1102 Au6lrllctorllUesearch 10
110.1 TllIlloxamlnllllon 10
I lO~ Hlo InsurAnC9 blndal 10
1,\06 Documenl prep/\ralion 10
1\06 NOIMyloe; 10
110' AUolnoy'slllo& 10
(Inc(l/dos abov911oms No ,j
110/\ Till/l Ir\suranco 10
(Includos&uoveltlwlsNo.:)
1 lOll LoorJal'llcoveragoS
1110 OWnFlI'S coyorage$
1111
1112
1113
1100 OOVERNMENT RECORDING AND TRANDFER CHARGES
1201 R&cordinglo9s: DoodS 25,50 Morl[l8go$1 3-1,50 Mlsc,S
1202 Clly/counly 18It/slampll Oaacl $ 470 . 00 Mortgago S
1203 Slale lax/slamps Deed $ 470 . 00 MorlgQ{Je S
"" ASSIGNMENT - R.ECORDER OF DEEDS
me> os 20.33 Imo -40.66
mo,OS Imo
mo 0$ Imo
-mo 0$ 17.49 Imo B7.45
mo 0$ Imo
mo 0$ 36,37 Imo 472.81
mo G$ Imo
mo,@$ Imo -164.48
STEVE LIPSON, ESQ POC
NOTARY PUBLIC
WILLIAM DANIELS, ESQ,
6,00
1101
1102 1103
39 950
47,000
CORNERSTONE LAND TRANSFE
1104 100 300 81
57,00
470,00
470.00
14.00
53.00
22.97
360.00
2.00
3630.20 3373.97
1;005
1.100 AOOI1IONAL SETlLEMENT CHARGES
1101 SLI/VOY 10
I~02 Posllllspoclion 10 'rERMINIX
"'" FIN-:swR?WT CARLISLE BOROUGH
"" HOME WARM A.II,S.
"" TAX CERT DARLENE MOYER
UnO TOTAL SETn.EMIlNT CHARGES (onlor on hnu 103 .nel 602, 800110111 J and K)
1'.!lo" 'U!n 1t,,1 00 ~,b,hly It UlIltm,<I II) Slll~m.nt A\leol lOllhl ,oeurlt~ I>r Inlolno'IIOO lu,nllh,d bV 0111111 II IIouw" 0" Ihu IIUU. \ snll...m~I,IIlI.lonlUOI 1l"llIem8ol A\lqol hll.b~ '."'''''1'
',,"''''''llr,~ l'IItollo 1111")111 '''V ''''0\11,11 collqOIOlllOl (Ji.louI.llnlo"II" 10 Inl~rul loo,'i~\I,cooulllln' r .110111'1' 1I00u,oll iMI~"IK'!l Inll 10 or'~lll!'~ Inln"" 10 IllrOld III oIl 0'110 Icr,oynl II 1r\t1"NtOII
"'~t'I,,'''".I'''!, 1001l'1~I"J'C" III U,I' h~""cllnn
HUO CERTIfiCATION OF BUYERS AND SELLSRS
l~jYo) cftletully lovlnwad lho HUD 1 Snlllomenl SI~IOmeo18l1d If) (he bOil 01 my ~Ii(lwlodgo and bOIIl,!I, 1111 II lfUQ and IIC'1\IIIIIO Ilalomm'l 01 /III ro(:olpll ~nd drlbul.emonll
"'( 0' ~i:;::;5k~ ti~r'" """'" ","', """ h... ,,,,,,,,. "p, 011"0 HUD., '''''.omo", '"''m,'''
1!.r!:?L~JI~ !It
u.."" ", It""""'nl" ~'y""Il,,o
u",.,,,, I.,j,',~" 11'1""on
SGllol.INu....A,',j,'ull't,,"..'
11...11'11).\ ,,,llln"''''11 SI.I~III,,!,I...IoN:h II..." l"II"rI<I<lIII"/"'IIL'W'II~ ~!.""""I ,,'II,lt "Inu,-,o"" I h.,Oj ",""ud ",....,11' IU~" II,,, fY'''I\ '" lon ,1'.1",""'1 ,r, .':....Idt'''_'' ""UIII", 1101"","",
.'iJ.I.0.J.J (I') L~fl( I' 1{/l( (' K.._..___ _ (Jh('.1ct..~______ ___
"'11.",,.,,1 ^'I""I II~io
W^II'l'IH; "" ~ ,""" ,,, "'''''''''11'' ",..n I~I." IloIIIII,ijhl. \I, 11.0 \""'0"1 ~IIIU' '''' II"" L'O ~hy ,"",I,., il,"" """"11"" "1""1 ("'LV'..I'Uf> ""t< ,,,Lt.,,I..,, ,,,,,, ""01 "'1"''''''''"111 I ,., '1"I~dI1"~
1,11" ," U:; em!o ~n,-I"'h rOOl I~II ~.r;I"," 1010
IHIIl I rI", '..'~r.
10-12-1998
RICHARDSON
01-30-1997
21 97-0190
CUMBERLAND
101
E-::~~=:~~~~~~~=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 ....
it if Ii : is"4-;- i:if-"FP- - iliF97Y- Nor-icE" -oF-YNHEii ifi,iicE- i'-Ax- 'iiPPRA iSEMEN'r-; -"iI"oWANcE - oli------- -- -- -.. - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEN,. OF TAX
DAISY T FILE NO. 21 97-0190 ACN 101
If an asseSSMent was issued previously, lines 14. 15 and/or lb. 17 and 18 will
reflsct figures that include the total of ALL returns assossed to date.
ASSESSMENT OF TAX:
15. AMount of Lin. 14 at Spousal f,.t. US)
16. ""ount of L1M 14 taxable .t Lin..l/Class A rat. (16)
17. AMount of Lin. 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Due
I" /~,3 - 1'1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAKES
INttHrJTAHC[ lAK 1I1IJISHM
prPl, l"M601
IlAHRISBUNU, VA 171;7&-0601
~OTXCE Of INHERITANCE TAK
APPRAISEHENT, ALLOWANCE OR DISAI.LOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
STEPHEN B lIPSON
SOlS HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE 01'
RICHARDSON
TAK RETURN WAS: I X) ACCEPTED AS FILED
RF.SERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R..I blat.. (Schedule AI (1)
2. Stecks and Bonds: (Schedul. 8J (2)
3. Clos.ly Held stock/Pertnership Interest (Schedule C) (5)
4. Hartg.gas/Notes Receivable (Schedule D) (4)
5. C..h/Bank O.podts/Hisc. Parsonal PI'operty (Schedule E) (5)
6. Jointly Ownad Prop.rty (Sch.d"ll. f) (6)
7. Tr."sfl:rs (ScMdule G) (7)
8. Tot.l Asset.
) CHANGED
NO. 01
.00
.0lL
.00
.OQ..
,00
55,24
.00
(81
APPROVED DEDUCnDNS AND EXEMPTIONS:
9. Funeral E~pens.5/AdM. Costs/Misc. f.~p.n..s (Schedule H)
10. Debh/Hartg.ge Li.bU.i U.fill,iens (Schedule I)
11. Tnhl o.OOction8
12. Net Value of T.~ R.turn
15. Chlrit.ble/GovernRant.l Bequ89ts; Non~elect.d 9113 Trusts (S~h.dul. J}
14. Het V.lu. of Estet. Subject to T.~
(9)
(10)
3,266.35
.00
(111
(12)
1131
(14)
NOTE:
.00 K .00=
199,487.50 K.06=
.00 K .15=
(18)
TAX CREDITS:
PAYHENT
DATE
04-28-1997
04-17 -1998
RECEIPT
IIU11BER
AA211230
AA269972
DISCOUN'r (-I
INTEREST/PEN PAID (-)
421.05
148.11-
AMOUNT PAID
8,000.00
3,897.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFlER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAt. INTEREST.
'*
tH-IU' U '" cn'HI
DAISY
T
DATE 10-12-1998
NOTE I To insure proper
oredit to your account,
.ubln1t the upper' portion
of this forM with your
tal< plty..ent.
55.2~
3.:>66 35
3,211.11-
.00
199,487.50
.00
11,969.~
.00
q,969.26
12,170.89
201.63CR
.00
201.63CR
( IF TOTAL DIlE IS LESS TH4N n, NO PAYHENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRM fOR INSTRUC'TIDHS.I
I:
[\.
'9B
lie I 1'\
:' :('b
l)l.i
CUI),:
'(\
RESERVATION I E,tet.. ofdloedent. d~!", on or blfore Deo.-ber 11., 1ge~ -- if InY future l"t.r..t In thl ..t.t. J, trtnlf.rrtd
in po.....lon or enj~~t to Cl... . (oollatarll) blneficlari.. of the dlo.dent .ftlr the IMplratlon of eny ..t.t. for
11f. or for y..r., tht C~lI1th herlliby IKPI,...ly r'''r~.. the right to Ipprll.. and ...... tran,fer Inheritance TaxI'
at the liMful CI,.. B (ooll.t.rll~ r.t. on any .uoh future Int.r..t.
PtJRIlOS[ Of'
MOTIa I
To fulfill the raQUlrCNMntl of Saot1on 2~40 0' the InherHano. and E.t.te Tilt Aot, Act 21 0' 1995. (72 P.S.
Section 9140),
PAvtENTI
ht.-oh thI top portion of thh HoticI and tuba it '11th your Ply..nt to the Reghter of NUll prlnt4td on the tIV.".. .1de.
--..... Clheck or .onlY orar payabll tOI REGISTER OF MILLS, AGENT
REFUtW (CAli
It. refu'ld of . tlK oredit, whloh WIl, not requuted on tho Tax Return, .ay be reque.tad by caplet1ng an "Appliootion
for R.fu1d of Pwtn-,ylvlIRl. Inheritance W"Id Ef;tate TaK" (REV-13I5). Application. ara 8v.Uable at thl OffiCI
of the Heghter of W11l1, lll'1y of thl 25 Ravenue Dlltrlot Office., or by oaUlng the .pechl 21t-hour
.n.werJog .ervloe ~r. for for.. ordering I In Penn'Ylvanla I-600-362~~OSO, outside Penn.ylvenlft and
within locIl Herl'Jeburg .r.a (717) 787-8094, toll. (717) 772-2252 (He.rlng IapalrfJd Only),
OBJECTIONS I Any p.rty In Interest not satllfled with the .pprohellent, allowance or dhlllowanoe of deduction., or .......ent
of tex (IncludIng dlsoount or Int.r..t) .. .hown on this Notice .u.t object within .bb' (60) day. of receipt of
th1e Notice bYI
_"",rJ.tt9!'l prete.t to tn. PI. Deplrt.ent of R.venue. Bnlrd (If App..lI, DepL 2111021, Harrisburg, PA 17128~11)21, OR
-~el.ctloo to have thl lIotter deter.lned .t .udlt of thll account of th41 persone! repr.f1enteUve, OR
nflPP811 to the Orphan.' Court.
.....
ISTR" TIVE
CORRECTlONSI
Factual error. d!lcOI,arld on this ...."".nt Ihould b. Iddrllued In wrlUng tCI PA l)ep.rt..nt of Revenue,
lur..u of tndJvldul1 TaK~', ATTNI po.t A..e...ent Rlylew Unit, n.pt. 280601, Herrl.bura, PA 11128-0601
~ (717) 787-6505. See Plgo 5 of the booklet "In,truotlon. for Inherltano. Tax Return for e Re.lo.nt
o.c.dent" (REV-ISO!) for an expllnllUon of ad.inistrllt!yeh oorrectabl. error,.
DISCotJHTl
If BOY taK due Is p~ld within three (3) calendar 'onth. Ift.r the decodent'. delth, . flv. percent (SX) dlsoount of
the ta)( paid is allowd.
PENAL TVI
ThIt 151:: tnK MI08Bty non-pftrUclPltlon penalty II oOllPuted on the tote 1 of the tllX and Interut .1I.....d, end not
p~ld before Janu.ry 18, 1996, the first day aft.r the end of the tex ..ne,ty period. Thil non-partIcipation
penalty 1$ appealable In the .... .anner nnd in the the Iftll' tJIM pGrlod a. you would app.al the taM and lntere.t
thet hs. bun aUe..~ I' lodillated on this notlCf'.
INTEREST I
Int.r'lt J. charged beginning with flrlt day of delinquency, or nine (9) .anth. and one (1) day fro. the date of
death, to the dflte of ply..nt. T8KII which baa... dellnqlllnt beforfl J..,ulry 1, 198? bear Interllt at tht rat. of
.l~ r6%) percent p.r annu. oalculated 8t a daliy rat. of ,000164. All t")(8. Which bec... delInquent on and aftar
J~Jllry 1, 1982 wJl1 bear Inter..t at . rate whloh will vary fr6ll e.lender y.ar to c.lendar year with t.het rat.
anr.ounc~ by tha PA D~art.ant cf Revenue. Th. appliCable Intere.t r.te. for 1982 through 1998 arel
X!!! Int.I-..t Rate Dally lnter..t Factor :!!!r Int.r..t R.te Dally Interut faator
1912 "X .0005U 1987 9X .0002it7
1985 lOX .OOO4Sa 19a8~1991 llX ,000301
1914 111:: .000301 I99!! 9% ,000247
1985 13% .000556 1993d994 7X .000192
1916 10% ,r.00274 1995-1998 9% .000247
~~lrlter..t II celoul.ted os followll
INTEREST = BALANCE or TAX UNPAID X MIlKBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Notlo. J..oed efte,. too tax bacon. oollnquant will raflect an Int.rut oalculation to flft.an (15) day.
tMyoncl the det. of the ......llIInt. If plWllent h lIads .ftGr thll intarut o~ut.tlon dete shown on th.
NotJoe, lIIdditJ~1 Inter.st .u.t b. Q.lcul.t.d.
fJAYMI!NTI
DatetOh tM top por11on of thh Hotiol end .ubltU with )four j:JIIYMnt ..de payable to thtl n... and ttddra..
prlntod on the r.v.r.. dell.
If RESIDENT DECEDENT uk_ ohftok or .OMy order payable tal REGISTER OF WILLS, AGENT.
If HOtHttsIDEHT DECEDEHl' .p. aheok 01' .OMY ordlr payable tal COHttONWEAL TH OF PENNSYLVANIA,
Rl.fUHD (CR)I A r.fund of a tal< oredlt, whloh wall not requ..tnd on the Tax Return, liIay be reque.t.d by cOlIPleUng an
"Application for Refund of P8nh.yIVJnle Inheritance and Estate Tal<" (REV~131~). Applications are available .t
thli Offlol iOf ttt. Reelsttr of Wills, any of the 23 RIVlnue Dhtr10t Offlc:.s or f,.OII thtl DIP.rtIllWlt~. 24-hour
answlrlng ..rvlol ~r. for forlll. ord.rlng: In Plnnsy~vlnla 1~800~362~20S0, out. Ide P.nnwylvlnl.
and within local Herrlsburg ar.. (717) 7ft7-8094, TDD' (717) 77Z~2252 (Hanrlng I'Palr.d only).
REPLY TOI Que.tions rlprdlng error Ii cont.ln.a on this netic. should be .darll..d tOI PA D'Part..nt of RIV~, lureau
of Indlvldu.l TaXI', ATTNI PORt A."II.ent Review Unit, Dept. 280601, HarrlsburD, PA 17128~0601, pho~
(711) 787-6505.
DISCOUNT I
If any tal< dl.Kl Is paid within threl (3) calendar 1lI0nthl after the Moedent's dlllth, a five ptIrclnt (5iO dhoount
of the tal< paid It lI11oMed.
PENALTVt
The IS~ tax aIlIRIsty non-pBrtlclpatlon penalty Is coaputed on the total of the tlX and Intere.t as.BI.ld, and not
paid before January 18, 1996, the flr.t day after thl end of the tax .-ne>>ty periOd.
INTEREST I
lnterl.t h chargld bttglnnlng with first day of dellnqulnoy, or nino (9) .onth. and one (1) day frOll the date of
dMth, to till ute of poy..nt. TeMIS which bee.e d.lInquent bafor. Januery I, 19062 bCllr inter. It lit the rite of
.Ix (6~) pertent per annuIlI oaloulltld at a rteJly rate of .000164. All taxCl, which b&ca.e dolln~nt on and after
JlInuary 1, 1982 will bear Int.rl.t at a ratl which wIll vary IrON calendar yeor to oale~ar y.ar with thlt rata
announoed by the PA o.partlllAnt of Revenue. The applicable Int.rlst rat.. for 1~82 through 1998 .rll
"..r Intlr..t R.te DaUy Intlir..t Factor "ur Intlrut Rate DlIlly Intere.t Factor
--
1982 20X .000548 19ft7 9% .000241
1983 16:< .n00438 1~88~1991 m .000301
19M ll~ ,000301 1992 'IX .000247
1985 13~ .000356 1993~199'1 TI. .000192
1986 10% .0011214 1995-1 t98 9% .000241
"-lnt.r..t It calculated .. followll
INTIllISST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAlLY INTEREST FACTOR
--Any Katlel I..Utd IIftlr tM tlM bleOllfoJ del1nqu11nt wUI "Ifllct an Int.rl.t calculetlon to flft.." US) days
beyond thl d.'~1 of thll ........nt. If poy.lnt 11 .Idl lifter the Inter.lt cOItputaUon d.t" sno.m on thee
Notlc., additional lnt.rut MIlt be caloulat.d.
R(V,1500 EI(+ 17.Q.t1
I')
~i&
I(
I,
j'l
(<"
INHERITANCE TAX RE1'URN
RESIDENT DECEDENT
(TO BE FILED IN DUPI.ICA TE
WITH REGISTER OF WILLS!
I 'o~ DAlIsa, !IIATH Am~ \2/3119\ CHICKHIRI
If A SPOUSAL
POYIAH CRIDn IS CLAIMID [ I
'11.1 NUi\\llR
21
COMMON.......EAlTH I)f PfNN!)'l'lVANIA
DEPARTMENT Of RtV(NU[
DEPT. llOWI
H.~RI5'VNO,}A-'.'I?'~.0~lu~ ~ .. ~ I.
OfCWENT'S NAME Il"ST. tln!!T, At~IJ MI[JDllINjl'IAir---..----.~ ---
_._RJ_c.hU_l1S..oD ~D.a 1 S Y l' I
SOCIAl &fCUlIITY NlIM8fR .. (Mil Of Of A 111 I!^.II Of IIIN IH
578-28-5961 . 1/30/97 7/26/14
"':'"'-'."~,"'",,,iO"';;;,,,'''"' ",;, "'" ""'M""", "",.." 1""'" "","'" '"I"'"
[1 I, Orlglnol Relurn I Xl 2, Svpp!omflnlul Retur,1
L I 4. limited Ellote [
[Xl 6. DecedDnl Died Te\lote ) 7. Decoden! Maintained {l Uvlng Tru~1
IAlloch copy of Willi (Alloch copy 01 TIUI'I
ALL CORRI.POtiDIN_CI ~ND co@fliiNTIAL TAX INfO~MA1TI~N SH.OULD !iDiR.~~tOI 'rL_~".:;:;:______. _ ~.
NAME COMPiEIf MAILING ADDRESS
j_tE!.P..b_E!lL~, _Lip?on . _ 501 S, Hanover Street
lfIfPHONf rWMBIR Car I j s Ie. PAl 7 0 1 3
,=I~).ll..L~=~f-.4. ~.,) ~~ 2~L~,. __..~._ .-.-. =....=...~. ~ =~, .c. ..= ...~~ =-'.='-=.'~'~~~.1======'=~.==.====."~
15
lil
&l
'"
:ilffi
....
...,
8~
I.
2.
3,
4,
5.
.,
S 6.
7.
~ 8.
e
&l 9,
..
10.
II.
12,
13,
14,
15.
16.
17.
.,
C>
5: 16.
~ 19.
111
C>
u
:! 20.
...
97
0190
COUNTY COlli
Y~AH
NlIM8~H
~
"e",
uif"
wQg
n~ii4
-.._.,~""":;..---'------_.~- ."
- - -.. i"dilliTiilri'7;MPIT,T"Ar:I)"iiH"5-"--
117 East Park Street
Car'lisle, pp, 17013
("""'f Cum b e r la 11 d
AM""'" RIO lVII' I'" ''''''"CIIO''SI
[ I 3. Remainder ReltHn
(for dale1 of dealh prior 1012.13.821
I J 5. Federl'll E,lote Tax Relurll Required
I 40, Future Inleral! Compromhtl
(for dolos of death after 12.12.021
Reol Eliot. iSckodule AI
Stock, C1nd Bond, (Sclledule 8)
Closely Held Slock/P"rlnershlp Interelt 15chedule C)
Morlgogel and Notes Recelvl'1ble (S~'hlldvle D)
COlh, Bonk DeposIts & Miscellaneous Personal Properly
(Schedule EI
Joinlly Owned Properly (Schedule Fl
Tron"", (Schedule GIIS,hedlJle LJ
T 0101 Gron Aueh (10101 Unes '.71
Funeral Exgenses, Admlnlslratlve COSh, Miscellaneous
Expen", ("chedule HI
Debls, Morlgog' liabilities, Uem (Schedule II
T 0101 Oeducllon5 (10101 lines 9 & 10)
Net Value of Euate Illne 8 mlnu~ line 11)
Chariltlble and Governmental Bequesls (Schedule oil
_... 8. T Ci!al Number of Sofe Deposil BOlC;l!tS
(I)
12)
(3)
141
151 J.l3.27..30_._
161
171
I 8 I _1 2..32L..lO__~_d'
(91 .~.__.__~~...~__.___.,_______._
(101 -----__._..____.___._
("I ._0.....0.0..____.______
(121 ..123_2.7...3 0 n
(131 "'O"_QJL.._____.
Net Value _~.blec'..io ToxJLil1.eJ2..~0.".' Line ~~______.____.i.!.~ _L~_ 3 ?.z.,-~g~.o=,~._
Spoulal Transfers (for date I 0' dealh after 6.30.94)
Sell Ins' ructions for Applicable PftrCenlage on Reverie
Side. (Include values from Schedulft K or Schedule M,)
Amount of Une 14 loxoblet 01 6% role
jlnclude values from Schedultl K or Schedule M.I
Amount of line 14 laf(,able 01 15% rme
(Include values from Schedule K or Schedule M.)
Principal laf(, clue (Add lax from lines 15, 16 and 17_)
Credi" Spousal Poverty Credil Prior PClymun1S
+
(151 _._._______~.._._.___~...._..__.x. _.._-
(161 1.!'.3_V_,3.9_____..__._X .06. _U9....6L
(171
_ _ _ _.._X .15 :II
Disco\lnl
(181 ):l~-,H.
0.00
InlorOl1
+
(191
(201
If Une 19 Is greater than line 18, enlor the dHferltnc8 on line 20. This is Iho OVERPAYMENT,
iii!:]
/
Che(~ hew If you (He rcquos.lIng' (l ,olund of you, aVb,pnymcnl .
21. If line 18 i\ greoter than line 19, enlM tho difference (In line 21 Thi~ i~ tho TAX DUE, (211 739-.64
A, Enter Ihe inloresl on Iho bolanc(I duo on Uno 21A (21Al 97-.0-1
8. Enter IlIfl 10101 of lint! 11 and 21 A on lino 21 e_ This I~ Ihn BALANCE DUE. (21 Bl 836. 6_5
_..__m_._.._~~~e Ch.c~ Poyobl. to: Reglstlf af Willi, Agent ..
~~~_:8isUiifT2.!ilis~ERAi.CQUISTloN(~i4"~EV"mE_sIliE'A~TQ_~E_C...._E..~_~~TH_~:<. _. ~.. _ ..~. ~
Under penohifls of perjury, I declare !hnt i hovo oKominod Ihi, rohlrn, including accompanying lchedulos Clnd $totorllonh, and 10 Infl best of my knowledgo and belief,
,I is Irue, correct ond complele. I dflclare Ihal nil raol O$toto h(ll boon roporlflcJ aj IrufI market volun Declaration f)f preporer othor than the peHonal repre~onlnlivo is
b.~~!d_~~ ~~~i!'_f~~.o~~n_~_f ~hic~ pr_erO~IH hels ony_ knowlEldgrt .__ .0__ ._0_... ..._.. _ _ _
":""~~!6.~;,:E:~~~I:\T.~R,I;"~r~:,;,~,,~:[.\ A'II,",,, " I !. I" / /' j./ ./i// O"'Y:"/ //0 ~
~iGNAIURt Of PRfPARfll OTt!E~ TItAI~ ll(f'RI5INT^IIVf ^IlrJIlL~~ rlAT(- '--' I
/
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05-2(,-1999
RICHARDSON
01-30-1997
21 97-0190
CUMBERLAND
101
E~=~~:~~:=~~=J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CAIlLISLE, PA 17013
CUT ALONG THIS LINt: .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
RIY:ii'4"j"iX-"AFP-iilii:97T"iioi''icir"OF.Yriiiiifii'ANCrfA'x-'APPR'AiiiiiiENr-,-.ALi:owANCE.ifli-...------....-----
DISAL.I.DWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DAISY T FILE NO. 21 97-0190 ACN 101
If un ..sess_ant was i.sued previously, lines ~4, 15 and/or 16, 17 and 18 will
refl.ct figur.s that include the total of ~J. r.turns .......d to d.te.
ASSESSMENT OF TAX:
16. AMOunt of Lin. 14 .t SpDusal rate
16. ~t 01 Line 14 t.xable .t L1~.1/Cl..1 A rei.
17. A-.ount of line 14 taxable at Collat.ral/Clll'" Brat.
18. Prlno1pal Tax Due
kr"-/~ 3 - /-/
!
BUREAU Of INDIVIDUAL TA~ES
INHERITANCE TAX DIVJSION
Df-Pl. 280601
tWfRISBURG, flA l1U8"0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TA~
APPRAISEHENT. ALl.OWANCE OR DISAllOWANCE
DF DEDUCTIONS AND ASSESSHENT OF TA~
STEPHEN B LIPSON
501 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHIER
COUNTY
ACN
PA 17013
ESTATE OF RICHARDSON
TA~ RETURN WAS I I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTER~ST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R..l E.tet. ISohodul. A) 11)
2. StoOke and Bond. (Soh.dule BI (2)
5. Clo..ly "'ld stook/Partnership Int.red (Schadul. C) (8)
4. tIortP$)lla/Hot.a Race1Yllbl. (SohedrJla DJ (4J
6. Cash/Blank DepoaUa/Hho. ParMonal Property (Sahedul. EJ (&)
6. .JoIntly O>med Property (Sohedul. F) (6)-
7. Tr~.f.r. (Schedule GJ (7J
a. Total A...h
) CHANGED
NO. 02
.00
.00
.00
.00
12.327.30
.00.
.09
CSI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. f~r.l f)(p..,.../AdII. COMts/Hhc. E)(pen.e, (Sch.dule Hl (9)
10, Dabt&/Nortg.ga Llabllltl../Llan. ISohedule II 110)
11. Totel Deduction.
12. Net \I.IUll of Ta)( Raturn
15. Charjtabl.IGoYar~nt.l Be~.tIJ Non-.lect.d 9115 Tru.t. (Schedule J)
14. Hat Velue of E.t.to Subj.ct to T..
.00
--.o!.
Ill)
(12)
(15)
(14)
NOTE:
I1S)
(16),
(17)-
.00
211.814.110
.00
x .00.
X .06.
~ .15.
(18)
TAX CREDnS:
PAYHENT
DATE
04-28-1997
04-17-1998
10-27'.1998
04-05-1999
DISLOUNT 1+)
INTEREST/PEN PAID 1-)
421.05
.00
,00
27, 06-
RECEIPT
NUll8ER
AA211230
AA269972
REFUND
AA354673
AHOUNT PAID
8,000,00
3,897,95
201.63-
836.65
TOTAL TAX CREDIT
-----_..,--
BALANCE OF TAX DUE
---'
INTEREST AND PEN.
TOTAL DUE
c/
'*
K.-IIO"'" 1"-1"
DAISV
T
DATE 05-24-1999
NOTE I To lns"lr. proper
credit to your aocount,
.ublli t the upper port ion
of thic for. wtth your
ta)( p_YtMOt.
12 . 32.7 . 30
nn
12.327.30
.00
211.814.80
.00
12,708,90
.00
12,708.90
12,729.38
20.48CR
.00
20.48CIl
. If PAID AfTER DATE XNDICAlED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS RE~IRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE OF THIS EORll ,.OR INSTRUCTIDWS.)
RESERlIATlOII'
PURI'OSE Of
NOTICE t
PAVMENT t
REfltm (eA) I
OBJECTIONS I
.~n4
lSTRAllVE
CORItECTlONS I
DISC0UH1'
PEM.\llYl
UlTERES11
E...... of _to d.lng on or bofor' o.o_r 12. 19.' .. If .... fu'ur. In."..t In ,ho ...... h 'r...f.rr'"
In po.....I"" or ...10..... '0 Clo.. . ',.U.'".I) _flol.rl.. of .... ........nf .f'.r ,ho ...Iratlon of ... ...... for
lIf' or for ...ro. ,ho C_.1th ""roO. .."r...I' "",v., .ho r1"'" '0 _rei.. .... ...... 'ron.f.r l"""rl...... l....
lit thtl IllMful Cllllll . (colllltenll retc. on IKW IUQh futur. lnter..t.
To fulfUl the roqulreMl'lh of s.otion 2140 of tt'lll JoherUIlnCIl and Estate Till< Aot, Aot Zl of 1995. (12 1"'.5.
Seotion'IU40).
tlotecl' .ho 'Of> portion of .hh Notlc. .... .ubolt with .ou' p.._" 10 .ho ..."t.. of Allis pdn'" on .ho ,.yor.. .lel..
-~Kai(. ohtto\{ or .ona~ ord"r pay.bill to: RE(JISTER Of.' ~ILLS, AGENT
. r.fUnd of . I.' cr.dlt, ""Ich ..., not r.quo...d on ,h. h. ..turn, ..Y b. ".....tad by c_l.tl... ... '..pllc.tlon
fOr f\.fund of pennlylvanl8 Inheritance .nd [stab '8)(11 (REV'1313l. Applications .r. "veil.l.. lilt U. OffiCII
of the AItQ1thl' of WUIII, any (If the 13 RevetnUfJ 01.trlot OHhll;IIi~, or by <lolling the specilll Z4-hOUr
lIl'l.-rlnu '.1'\11011 ~8tS for for.' (U"der1ng: In P.nf\lylVftnla l-eOo-S61.-20S0, ou'tslde p~,Ylv.,l. and
within loe.i Htlrrhb\II'U arlla (117) 1trH~094, TOOt (711) 772-2252 (Hellrlnll 11lp81r.,;! Doh).
AnY part.. I. Intor." not ..tlsfl.d with .ho .ppr.ls_nt, .11..'no. or dl..llow,,"o. of deductions, or ".....-.
of tax (inuludlng dl.eount or inhr"U 8S lhow" on thts HoUce IlUlit otljeet ~lthln a;1~h' (60) daY' of r~lpt of
this Hot1(le byl
--.dtton .ro...t '0 tha PA Dop.rt..nt of ..v.nu., Oo"d of .W'.'" Dop'. ,",021, h.rrl.hl"., .. 171.0-1.21. OR
-~f11eaUon to have the ai!lthr daterMined I'It audit of the accoun't of the parlonel repr...ntaUv8, OR
--appaal to the orphtlns' Cour-t.
FllOtual .,"rori dheov.red on th1l; ........nt should be addr....d In wdUnll tOI PA [Klpllrt..nt of R.vl\'lOtl,
lur.au of IncHvldUal TaxeG, AlTHI post AsII......nt R.lIlw Unit, Dept. (80601, lIL?lrrhburQ, PA 17128~0601
PhOne (711) 7&7~6S0!>. Sat! page 5 of tt\41 booklet .'lnstrUClUons for Inher1tl'lllta Ta)>: Return fOI 8 Re.ldent
o.o.dent" (REV-ISOl) for an explanation of adMlni.tr~tlvolY eorraetabla .rrors.
If Ml~ tax 000 is paid 'fItMn thr... (3) cah,ndar IIOOth8 rlUer the deCl.dont'5 death, II fi..... p~l'cent (,5:0 dhClOUflt of
the tax pain it allo".d.
The 15X tax ......ty non.parildp.t1on penaltY is COIIPut.rl 00 the total of 'the taK end interest ......ed, and not
paid before JenUlIrll 18, 1996, the flrr;t day lifter the and of the tllX une,ty period. Yhis non-partlolplltlon
panelt> h .....,oh1. In .hO ..... .onnar ond In tho .ho .... tI.. ..rlod .. you .ou1d ..pa.l thO ... """ Intor..t
that hll' bMn flUIl..ed It. indlelltad on thh ootlo..
tnter..t is ohargtld b8lllfM'\lfllI with flrllt day of deUnqultflCY, or nino (I)) IlOOth9 and on8 (1) dllY hOIl the date of
~th, to ttts dIItfl of p.y...nt. TOKe>> which beeltM dallnquttnt before Jervlary 1, 19&2 bear interest It the rat. of
.l~ (6X) parc~t per annun aelculat.d lit II deiAy rllt. of .000164. All tax81 which bee... deli~quent on ~ aft.r
JltOUary 1, 1'182 Hill ~.r lnt"ralt lit II ratlil Mhlch will vary -frOll (la14'1ndlllr year to ophmdar yftftr with that rate
announoed by the JlA o.partaant of Revenue. The applicable lnt'lfast ratn for 19M: through 1999 .ral
'!!!r IntMrast Ratll DlJIlh' Intlll,'e.t Factor Y!.M Int~raut Rat! DallY lnt.rut Fllutor
191\Z lO;: .OO054f1 1968.1')91 11;: .00UOl
191'S 16Y. .0004;\8 199? 9;: .0002'47
I'" Iii( .000101 1'19!-1994 7X .000192
1985 15;( .00011>>6 1995-199& 9;: .000Z4'1
1966 lOX .000274 ,... 7% .000192
1987 'X .000247
-~lnt8ralt It caloul.tad .. follows I
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF OATS DELINQUENT X OAlI,T INTEREST FACTOR
--Any Notice luuad IIft.r thO tlllX b8cOlI.. dlIllM\.l4'nt wlll reHect ..... Interllst Cl.lculaUon to lift"" Oln day.
,",ynod the dab of the IUI......"t. H payunt 15 .ad4l I'Iftar thtl Int.r..t eotlPutstiOf\ dlllte .hC.OOl on the
NtlUCIfl/ MkUtlomd Inter.Dt I"-'It b. cel(lulst..d.
PAvttENTI
OIItaott the tw portion of thJl MoUo. 8fld .ub.1t with your paYlltnt ... plyebll to tlMl nMI and IIddrlu
prJntld on ttM rlv.r" .idei.
If RESIDENT DECEDENT .... o~k or lonIY ordar payabll tGlI REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT ukl OMck or ~Y ardlr payabl, tOI COf1MQNWEAl TH OF PEtfrfSYlVANIA,
REFUHO (CR); A rafund of . talt oredlt, Mhlch Hit. not 1"Clue.tld on tho Tax R.turn, .ay be reqUIIlltlild by oOllpl.U"" WI
"Applloatlon for R.fund of P.M,yIyanla Inh.rltanoe and Elltat, Tax" (REy-nUL Application. an ayall_i. at
thI Offi08 of thl AISIlIt.r of Willi, IlnY of the 23 Re\,lalWfl Dlstriot OffiCI. or f,'o. the OIpartlllflt" Zlt"hour
Wl.liMring ..ryicI nuIlbt.r. for for.. ordel'lngl In Plnn.yllollltlla 1"800-362-20!iO, outslde P,""lylvanlt
and within 10011 Hlrrhburg arlla (717) 787-80~, TDDI (717) 772-2252 tHlarlnA IlIpfllred only),
R[PlV TOl
b.UMe regarding error. contained on thh nctlco l't'lou1d be addr....d to: PA Departgnt of R.vlt1Ue, lur.au
(If Indlyldua1 1a)(." AlUII Po.t bSllla.nt Review Unit, DIPt. 280601, Harrisburg, PA 1712&-0601, phone
(717) 717-6505.
DISCOUNT I
If MY tal( due 11 peld .,lthin thr"l (5) oalendar IIOnth. &lft.r th8 deoCtdlllt'lI d..th, a UloIe perc.nt (S:O dhoount
of thb tax paid II aUONItd.
PENAlTVI
Th. 15% tax ..".,ty non-partiolpation plnalty h oOIllPutld on the totul of thfl tax and interalt a,,"Md, WId not
paid btifore January 16, 1996, the fir.t dny after the .nd of the tIIx aan'lty pariod.
INTEREST I
Intere.t b Charged beglMlng with flr.t day of cta,Unqu.nclY, or nintl (9) .onlh. Dlld one (1) dey frM the dlte of
death, to the date of paYlllflt. TaXII which ~calll' dellnqutnt before JllI!r1Uary 1, 1982 b..r inter..t at the r.t. of
.ix (6:0 perolnt p.r annlJIII oalcu1atad at It dally rate of ,\10016.... All taxI' NMoll tMc... delirlCfUlW1t on WId Ifter
Jenuar~ 1, 1982 will bear Interast at a ratA whioh Nill vary fro. oalendftr year to oallndar year '11th that rata
8MOWlCecl by the PA OapartHnt of ".\,I.nut. The *pp1!oabll intc.rut ratu for 1962 through 1999 ar'l
V.ar Interut Rate Dally Interl.t Factor Vaar Interllt Rat. Dally Intlr..t FlI(ltor
1962 20% .11005411 19&11-1991 11% .0OnOI
1983 16:< .0004311 1992 9X .000247
1984 m ,000301 1993-1994 7X ,000192
19S5 13:< .000356 1995~1998 9~ .000247
19... 10il: .000274 1999 1X .00tl192
1987 9X .000247
~-Intare.t Is oa1ou1atad .. fulloWl1
INTEREST . BALANCE Dr TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
"~Any Notlol Juued aftar th_ tax becoMI' d",llnqu.nt will rlfllot 11\ Jnter.st clllouleUon to flfteen n&l deYI
beyond thtl dll'(e ('If the alll\1lUMnt. If pay.ent is .1Mi. efter the Interllt oOllPutatlon date .hOwn on th8
Notice, lIdd1tionel lnt.rut IlIu.t h" Clllloulflted.