HomeMy WebLinkAbout97-00235
Eslalt 01 __111 frcd.Jl,_Y..I~~'!.IJ._.L~_m__._
also known as .___..___._
PETITION .'OR PROnATE and GRANT 01<' U:'ITERS
No. ._~l:-=-.9. '1- c.2 3~
To: .
Register of Wills for the
. D.'ceased. COUDlY of Cumhcrlllnd In the
Social Security No, 2 A"R-l1l-rffi _'__ CommoDwealth of Pennsylvania
The petltloD of the undersigned respectfully represents that:
Your petltloner(s), who Is/are 18 years of age ur older an lhe e.,ecutrix
10 the last will of the above decedeDt, dated ..-fuuI.tembe r 19
aDd codlcll(s) dated
. Damed
. 19.11.L-
(state relevant circumstances. e.B. renunciation. dealh of executor. cle.)
DecendeDt was domiciled at death in Cumberland County. PeDDsylvanla, with
1t.ilL_lasl family or priDcipal residence at 116 Acre Drive. Carlisle. PA 17011
('IW,Uhll' f\()R()
,
(list street. number and munclpllllty)
DecendeDI, then 72 years of age, died Jan. 21 ..1997
~ Carlisle Hospital. Carlisle, PA ,
Except as follows, decedent did Dot marry. was not dlvorced and did 001 have a child born or adopted
after executloD of thelwlll offered for probate: was not the victim of a killing and was never adjudicated
incompetent: n a _.___
Decendent at death owned property with estimated values as follows:
(If domiciled 10 Po.) All personal property $ 1 .000.00
(If DOt domiciled in Pa.) Personal property In Pennsylvania $_.
(If not domiciled in Pa.) PersoDa! property In County $
Value of' real eltate iD PeDDsylvania $
situated as follows:
WHEREFORE, petitioDer(s) respectfully request(s) the probate of the last will and cOdicll(s)
presented herewith and the graDt of letters Testamentary
(testamentary; administration c,t,a.j admlnlltralion d.b.R.c.I...)
theroD,
Ii ~~:!;1(j# Y.;Z:f ~
lB Carlisle ;--PA :7013
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OATH 0.' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF ClIHRERLANIJ
The petitioner(s) abov:-namcd swcar(s) 01' affirm(s) that the stalemcnls in the foregoing petition are
true and correct to thc best of the knowlcdge and belief of pelitiGncr(s) and that as ptrsoDa] represeD-
tative(s) of thc above del'edcJ\t pctitioncr(s) will well and truly actmin~l~ Rccordlng to law.
Sworn to. .o.r a. ffirmeiTII.nd SUbscribCd,f' t11--1fi:J;~ ~
befOl'~ m:t~~'c:);I<-~U~;~~J~t tt~ct(1r - --I
~EWIS Register 1~-4==--__------ ~
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N (1 - 97 - ?1"_'
O. I
Estale of
Alfred n. Victor, .Ir.
, Deceased
DECREE 0.' PROBATE AND GRANT OF LETTERS
AND NOW __Hnrch 1? _ 19~,ln cODslderalloD oflhe petlllonoD
Ihe reverse side hereof. salMaclory proof haviDg bello preseDled before me,
IT IS DECREED Ihal the InstrumeDI(s) dated September 19, 1986
described therelD be admitted 10 probate aDd flied of record as Ihe last will of Alf red fl. Victor. Jr.
and Lellers TeRtamentary
are hereby graDled 10 Nane yR. Vie tor
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FEES
Probale, Letters, EIC. ......... S~. 00
Shorl Cerllflcates(/0 ... .. .. ... S 30.00
Renunciallon ................ S
X-pages S 1?. 00-
JCP - 5. 00
TOTAL _ S 6~ ae
MARCH 12 1997 .,.
Filed.",."...,..".. .t..".."......."
AlTORNBY (Sup. Cl. 1.0. No.)
John H. Broujos, Esq. 06268
4 N. Haoover Street. Carlisle. PA 17013
ADDRBSS
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OF
.&!,.FRED H. VICTOR~
I, Alfred H. Vietor, Jr. of Carlifllc" CU11berlatid County, Pcrmsylvani<1,
declare this to be my Will and hC'wby rL'VOkl' all prior Wills and Codicils lmde
by Ire.
1. I direct that the expenses of my last illness and funeral be paid fran
my estate as soon as practicable after my death.
2. My wife, Nancy R. Victor, and I are now joint C1.Vners of a hane tn
Carlisle, Cumberland County, Pennsylvania. If my wife survives me and at my
deHth our heme is held in MY mnnner ',*\1,ch ',ri 11 nnt rps'll t ill pnssngf' nf full
title to her by operatiun of law, I devise my entire lnterest in said hane to her.
3. I give and bequeath to my wife, Nancy R. Victor, if she survives me,
all furniture, clothing, je\velry, pictures, statuary, works of art, silver, plate,
ornaments, bric-a-brac ,tapestry, household goods or supplies, books, linen, china,
glass ,autanobiles , trucks, trailers, horses, boats, and all implements, plants
and tools that may be in or upon our hem:> at the tinE of my death, together with
all policies of insurance thereon. If my said wife shall predecease me, then I
give and bequeath all of said property to my children, who are alive at the time
of my death, in equal shllres. Should such children be Wlable to agree upon a
division of said property, alternate choicc of such items shall be made by them
Wltil distribution is completed, my executor to represent tninors in the division
of such property. The first choice to l~ n~de by the oldest of my children,
the next choice to be made by the next oldest of my children, and so on until
distribution is completed.
4. I give, devise and bequeath all the rest of my property of whatsoever
nature and wheresoever situate, including property over which I hold a powE.'r of
appointment, to my wife, Na.ncy R. Victor, if she should survive me.
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5. In the ewnt thnt my WHl', Nancy R. VIctor, nhll11 prt'rll'Cl'i1/W nt', thl'n
I give, dllviac and ooqulillth all of the' rest of my property of whlltscxlwr nature
and wheres(l('ver Sitlulte, including property over which 1 hold El po,...~r of
appoint:ment, to Ill)' issue \X~r stirpes.
6. No Inturc'nt of Ilny h<.'lwfidnl"Y of my ('ntnt<.' or imy truRt l1l'reIn
creatled ahllll he subjt'l't to anticipation or to pledgl', asnIgt11ll!nt, sule or
transfer in any maruwr, nor shllll IIny lX-'l1efidilry have po..ic!r in any 1111111ner to
charge or encumber his inten'st, ei tht'r in inccl'l1e or princIpal, nor shall the
interest of beneficIary be liablt' or 8uhject in any rn:~nner while in the pOSSl~SS-
ion of thl? executor, tnJstec, or guardian for thl' liability of such beneficiary
whether such liability arises fran his debts, contracts, torts or engagements
of any type.
7. In the administration of my estate and 1my trusts herein created,
my fiduciaries shall have the following powers, in addition to sllch pa.vers as
they may have by law:
(a) To retain all or any part of my property, real or personal, in the
form in which it may be at the time of my decease, including any
business owned or controlled by me, or any closed corporation, partner-
ship, or family enterprise in which I have an interest, as long as
in the exercise of their discretion it may be advisable so to do,
notwithstanding that said property may not be of a character author-
ized by law, and to operate any such business as a sole proprietorship,
partnership or cOl~ration.
(b) To invest and reinvest any funds held by them in any property, real
or personal, even though such property would not be considered approp-
riate or legal for a fiduciary apart frern this provision, it being my
intention to give my fiduciaries the same power of investment and re-
investment which I would po:,sess if present and acting.
(c) To sell, convey, exchange, partition, give options upon, or otherwise,
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dispose of any pro\X!rty, relll or pL'rsCll1lll, ,It /illY tim.' held by th(1TI,
at PJblic or private slIle or otherwise, for cllsh or othl'! considern-
tion or on credi t, and upon such terms and for such price liS they may
determine.
(d) To borrow IIDncy for /lnY purpose in connection \~ith thl' mllllinistrnlion
of my estate or the trusts crl'lltl"d in this \vil1, to ex(!cut(! pranissory
notes or other obI igations for arrounts so oclrrcl\'ied, and to securE' the
paytrents of such IlIlXlunts by mortgages or pledges of any property
which may be included in my estate or the trusts created in this Will.
(e) To make locms, secured or unsecured, in such amounts, upon such tt!rms
at such rates of intErest, and to such persons, finns or corporations
as they may deem advisable.
(f) To renew or extend the time for payment of any obligation, secured
or unsecured, payable to or by my estate or the trusts, for as long
a period or periods of time and on such tenns as they may determine,
and to adjust, settle and arbitrate claims or demands in favor or
against my estate or the trusts created in this Will.
(g) In dividing or distributing any property, real or peraonal, included
herein, to divide or distribute in cash, in kind, or partly in cash
and partly in kind, as they may determine, and to that end allot
specific securities or other property or an undivided interest there-
in to any share or part.
(h) To hold, manage, and develop any real estate which may be held by
them at any time, to mortgage any such property in such amounts and
on such tenns as they may deem advisable. to lease any such property
fOl: such tenn or tenns, and ulX'n such considerations and rentals as
they may dean advisable, irrespective of \.t1ether the term of any
such lease shall exceed the period permitted by law or the probable
period of retention in my estate or in a trust; to make repairs,
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replacullents and improvun,'I1ts, structural or l1therwisl', in conrwct-
ion with any such property, to !lblindon !lny such property which they
may duan to be ~rthlt'ss or not of sufficient value to warrlll1t keep-
ing or protecting, and to [x'mlit: My such property to lx' lost by tax
sale or otilL')" prcx'L'ed ings.
(1.) To allploy such brokers, bankB, custcxJbns, invest:rrent counsel, att-
orneys, and other agents 11I1d to ddegate to theti1 such duties, rights,
and powers as they may detennine, and for such periods as they think
fit.
(j) To register any such securities at any time in their awn names, in
their names as fiduciaries or in the names of nani.nees, with or
without indic/ltinS the tnlst character of the securities so registered.
(k) With respect to /lilY securities forming part of my estate or the trusts
created in this Will, to vote upon any proposition or election at
/lilY meeting of the cot~ration issuing such securities, and to grant
proxies, discretionary or othenvise, to vote at any such meeting; to
join or becane a party to any reorganization, readjustment, merger,
voting trust, consolidation or exchange, and to deposit any such
securities with /lilY canrnittee, depository, trustee or otherwise, and
generally to take all action with resJX'ct to /lilY such securities as
could be taken by the absolute owner thereof.
(1) To determine, as to all SUllIS of money and other things of value
received by them whether and to what extent the same shall be deemed
to be principal or incane, and as to all charges and expenses paid
by them, whether and to what L'xtent the same shall be charged against
principal or incane.
8. I direct that all estate, inheritance and succession taxes that IMY
be assessed in consequence of my death, of whatsoever nature and by whatsoever
jurisdiction imposed, shall be paid out of the principal of my general estate
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to the Slure effcct Ill' if said tilXl'll Wl'W l'xlX'nsl'1l of Ildministratiolll ilnd 1111
property indudibll' in my taxilbll' "'Il~l1tl' whether or not pHBsing uncle!r this
Will, shall be frcl' and dear tlwrL'of.
9. If any h~gatl'l' or devi!Jl'e under this Will shall die within sixty (60)
days after my death Ill' sl1.o111 lx' d('l~lll'd to have predl~ceilsed 100 for all purposes
under this Will.
10. I appoint Nancy R. Victor llS my executrix. If she is unable or un-
willing to serve, then I appoint my daughter, Margaret Cronin Beale and my
son, Henry Philips Victor, as my executors.
11. My fiduciaries shall not be required to post bond for the faithful
p0rformllnce of their dutj('t~ in any jud,sdiction,
IN WI'INESS WHEREOf, I, thl' said Alfred H. Victor, Jr., herewith set my hand
to this my last Will, typewritten on five (5) sheets of paper, including the
attestatioh clause and signatures of witnesses, upon each one of which I have
also written my name this /?" day of S'~ ,1986.
U~~~lr~ 6
On the;l9~day of ~~~~, 1986, Alfred H. Victor, Jr. declared
to us, the underSigned, that tlfe~f~ing instrurent was his last Will, and he
requested us to act as witnesses tv the SillOC! and to his signature thereon. He
thereupon signed said Will in our presence, we being present at the same time.
We now, at his request, in his presence, and in the presence of each of us,
hereby subscribe our names as witnesses. Each of us further declares that he
believes this testator to be of sound mind and rrlt~nory.
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P:\IIIUlS\OATAfll,IlI11STATlUi\NOTICt!,CIiR
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CERTIFICA liON OF NQTlCE UNDER RULE 5.6(11)
Name ofDecedent: ALFRED H, VICTOR, JR,
Date ofDeath: January 21, 1997
File No, 21.97.235
To the Register:
I certifY that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following on or about April 21 , 1997:
Nancy R, Victor
336 Acre Drive
Carlisle, P A 17013
Notice has now been given to all persons entitled thereto under Rule 5,6(a) except: N/A
\ .
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MARTSON, DEARDORFF, WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
Date: April 21, 1997
Signature
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COHHDHWE"'llll Of P[NNS...ll/ANIA
OEPARTHENT or RtVf.HU(
"uttUU or INIU'JIOIJAl TA)([$
DEPT. 110601
11AMltUIIURO, i'A lIlli-OliO)
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILl!
ACN
DATE
NO. ~1 91-0235
91129501
06-30-91
IH'IUJ 11.,'1/'"1
EST, OF ALFRED H VICTOR
5,5, NO, 288-18-2191
DATE OF DEATH 01-21-91
COUNTY CUM8ERlAND
TVf'E OF ACCOUNT
o SAVINGS
[J CHECKING
[] TRUSl
[XJ CE~TlF,
ELSIE L VICTOR
336 ACRE DR
CARLISLE
PA 17013
REMIT PAYMENT AND fORMS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 11013
PNC BANK hu proyJn.d the D~lIr't.ent with the infor.IIUon ) ht.d below whlch has bllw u'ld In clllculat lng thl
potentlll teM due. Tt,.lr rl<<lord_ Indlolt. thlt et the d..th of thl IboY. MUdent, you wer. a jolnt ownor/benefic1ar'l of thl. &<:coont.
If YDI.I f..l thl, Infor..tlon It Incorr~t, pl.'IIl. obtdn I/I'ltten correction frOll th. tlrlllnr.lal InlUtutJon, lI\tlch II copy to thil fortll
IIncI return It to the above addre... Thtl lIccnurlt I, taxable in ft('cn.danc9 with th41 Int".rltancI TIIX lU"1 of tha C~I.ltt, IIf P.w..ylvlW'lla.
~.tlan. ..y be ftn....rld by cell1n, (717) 181-1127.
COMPLETE PART 1 BELOW M M M SEE
Account No, 21001054864 o.t.
E,tob1101l.d
REVERSE SIDE FOR
05-21-95
FILING AND PAVMENT INSTRUCTIONS
Account Bolanc. 5 . 015 , 23
P..cant To.obIe K 5"0 , 000
Aeount Subj.ct to T.. 2.501,62
T.. ~.t. K ,15
Potantlol T.. Due 376 , 14
PART TAXPAYER RESPONSE
IT] 1.'AILIlR.,TO""'otn'lIlLl..RUULT 1"~"OffIClIILT~XA$~~"11I'I' BASlX! 0" THIS .NOTtCl! 1
A,
To Inlurl ~ropa" crlcH t to your account, two
{ll copl.. of thl. ,lOtlcl IlUlt IIccollflotny your
paYllOnt to thl Rlghtar of WHh. Make chack
pfty..i, tOI "R.ghtlr of Willi, AlJIII'1t".
HOTEr If tal( pflv...nt. ora I.de within tl'lra.
(S) aonthl of the dQCadant" deta of d.,th,
you ..y deduct I!I 51! dltcount of the tlM due.
Any Inharltftnca tax dua will baco.a d.1Jn~lant
nlna (9) _onthl aftar tha dah of duth.
[ C~~~K "oJ
BLOCK
- ONL V
o The lIbov. infora.Uon and talC dull 11 corr.ct.
1. Vau II11Y Ch(lOI. to r.1l1t PIIViHtnt to thl RIIght>\llr of Wlllllodth two cop I.. of thll notice to obtlill,.,
a dilCOLlf'lt or aI/old Intara.t, or you aay r.tllck box "A" /lnd raturn thl. notlca to tha RI,htar of
Willa and an offlc:1111 .......ent will be luued by thtl 1-14 DepbrtMnt of Ravlrtl.Hl.
e. 0 Th. &bova a...t ha. been or will ba raported IInd hle paid lIlith ttNi PlOr..'11vanil. Inherltllrwa Tlllt raturn
to ba 'Ilad lIy tn. dl!lcldant'. rIPr,lDnhtlya.
C. [] The abova Infor..tJc.n 1~...,.~ncorrKt end/or dabt. end deductlonl ..ara pa{d;~;,y()u.
"'ou IUlt cQllPlll1ta PART 0 and/or PART ~ balow. I" n-
'lW
LlNE
If,~~,QU in~tlR~t. . diff.,...,t tax Efita, pl.... .tah )tour
"'... I ~'m viiJ'llr'(.'1 r.",":.;t.If,-"'ti... mo .e.c .
I t 1...1\... lin...... ~ I.
. D.. eltablhhed 1_5/27 /95 "........ ,.."''''''',.,.:.......
2. Account Bel...... 2 5015.23 --
3. Po.cant T..1lb1. 3 K 50.00
4, Aeount SubjOClt to T.. 4-'.:2 0 7 . 62
S. Dellis and DeducUon. 5
6, Aeount T..ob1. 6_2507 . 62
7. T.. Rot. 7 K . 06
a. T.. Iluo a 150.46
8
DIBTS AND DEDUCTIONS CLAIMED
lI~FICIAl USE aNL'i' 0 AAF
........~..~~, ~\lU~~:b\'f.,.,~~=~~E...........
"1" .....,.."..., .-
~ .......
3
4
5
-
-
,.,
!'
,II,
"
-
I :.~~
-
7
PART
!!J
DATE
-
PAID
1:
PAVEE
UnM. _Itl..
C_1.t to the be.t
1
-I
TOTAL (El'lt.r on-Un. !;
PGrjur')', I dec:ll.r. tt'i.t the fklh I
.Y knowl .. Wtd tNli.f.
~:
DESCRIPTION
0" rex COllput.Uon)
hev. reported above ere tru.,
!:lOME (71 7 ) 25 B - 5 4 0 6
WORK ( )
TELEPHOfll!: NUMBER -
L"~m
correct pnd
GENERAL INFORMATION
I. FAlLUU TO RESPOND WILL RUUL T IN AN OFFICIAL lU ASSESSNENT wl'h ...11...1. Into,... b.... on Inl....II...
.ubIlHtlld bli' the fin.nol.1 InllUlut lon,
r, InherltWMIG tlW h<lCHMI OIU".,."t "1M lIonth. Ift,r tt. dK.Hnt', dltl 0' M.U"
J. A Joint HOCK.Wlt II tlMHh IVM thcM.lah the Ho..,t', n... w.. IlfHed III . .att.r of oOfw."lllnCl..
CI. .(lcomt. (Jnflludlng tholll h.ld ~t...ltn hu.blfld Ifld ",1'.) which the HCedent put In Joint ".... within Ont Y"" prior to
d..th .r. full" hll-""l. 1111 trattl.f.r.,
S. Acoounts ..tAblhhed jolntlv t~tw..n hu.benn and wlta 10rt thin on. v..r prlur to de.th .r. not taMabl..
6. Acoount. hCitld lilt . dlolKMnt "Ill tru.l for" MlOthllr 0" ath". .r. hlCllbl. fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. ILOCK" - If thit l,,'orHUon Md ClOllpUhtlon In the noUn .r. oorreot Mld 6Mtuotlon. Ir' not Hlne cl,JHd, P1Htl In "X"
In block "A" of ".rt 1 of the "r.lCplver R..pon.... .ac tlon , Sign two copl.. lknd IlJbIIlt tnN with your oheclk for the IItOUf'It of
t.1C to tM Rlghtflr af Wills of thl county Indlo.t,d. Th' PA DeplIrtll,"t Ilf R.vliIlnue will l..u. an efflcltll ".....Hnt
(for. REY-l5U (,:)() upon tllIlllpt of the r.turn frol t" Rllht.r of Wills.
2. .lOCO(. - U the ....~ 'PloUtN on thlt noUel. hll. be.n or will b, r.ported end tltlC plJd with thl P.nn.vlvanb Inh.rltenCl.
TIIIC "Ilurn filM by tM deo~t'. r.pr..."taUv., pleoa '" "X'" In block ..... of P.rt I of the "TIMpayer klspon.," "Dtlon. Sign one
C:Oi'Y end return to thl PA DIp.rt.....t of R.v.nue, lur..... of Indhdducll -reMit, U-rat 210601, H.rrhbur" PA 1712'-0601 In thl
env.lope provldtd.
5. BLOC. C - If the notle. Infor..tlon I. In~~rr~t &nd/or d'duotlon. Ir. b.ing al.I-.d, cheok bloc~ "C" ~ ooepl.t. Plrt, Z ftnd ~
lICcornlna to the In.tructlon. ~.Iow. Sion two oopi.. and tub_It thl. with your oheok for t~ .~unt of tiN uav.bl, to the Rlol.tlr
of Willi of t.... county Indlc.tld. Th. PA Dep.rt_tant. of R'I/'nue will 1111.11 ." offlol.1 ........"t (for. REV-1S4' EIO upon rloelpt
of thtl return frOll the "..hter of Will..
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
l. Enter ttt. d.t. the .ocount orlgltl.lh Wit ..tltbll.hod or titled In the .anner oMI.ting .t dllh of d..th.
NOTEI for. cHto*nt dying .fter 121121121 Aooountl whlClh the decld.nt put In joint n.... within on. (l) v..r of c1..th ".
t')lab!. fulh II tren.f.r.. ~v.r, thlr. h .n .lCch.l.lon not to uc..d .~,OOO per tran.f.r.. tlglrdl... 01 the v.l1* 01
the ICO..)Unt ur thl ~r of KcauntJ hclld.
If . double ..tlrltk (NN) apPl3ltl b.f(ltl vour flt'lt nllM In the .ddr... portion of thl. notlol. thtl U,OOO '1IIolu.Jon
.lr.ltdy h." beMl deduoted 'roe the aCltlount blllenCll II reportfl:! bv the flnanel,i In.tltutlon.
Z. Enter the tot.l bIlJ.nCl. of tht aC~Qunt Inoludlng Int.r.,t acorued to the dat. of de'th.
S. The ".rcent of the lttcount th.t h taKabl. for uch .url/lvor h d.tl/',Ined '1 lollow'l
A. 'h. p.roent \lMllIbl. for joint Ulltt ,.tablhhed .ar. than 001 yur prior to the d.c.dent'. d..thl
I DIVIDED BV TOTAL NUf1tsER (Jf'
JOINT OWNERS
EMMp1l1 A jalnt ..lit reghtered
nrVIDED BY toTAL HUH'BER Of X 100 .. PERCCNT TAXABLE
SURVIVING .JOINT OWNERS
In the na.. of th. dae.dent and two other perlon..
J DIVIDED BY !o (JOINT OWHfRS) DIVIDED BV 2 (SURVIl/ORS) . .161 X 100 . 16.n: OAX.aLE FOR EACH SURVIVOR)
.. ThI ~rclnt t'llllbl, for UII" c,'..ted within one y..r of the deudent'. d..th or ltCloountl ow,.ed by the deeldlnt but held
In tru.t for enothlr lncUvldu.U.) (tru.t b.neUct.rl")1
1 DIVIDED 8Y TDTAL NUMIER Of SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 .. PERCENT UKAlU
EMbipltl Joint ilIClcount r.uhtltld In the nHl of th. dMl.dwtt and two other p.r.on. end ..tabl hhld within on. Yllr of dtiath by
thl MC.o.nt.
1 DIVIDED IV Z (SURVIVORS) .. .!i0 I( 100 . 50;( lIAXA.LE FOR EACH SURYIYOR)
1ft. n~ MOWlt 'ubjeot to tlM (line 1ft1 I. detllr.JMId b)l M.lltlplYlng thtllKlCount b,llnte (ltne 21 by the Plrotant t,lC.bl. (1In. "
5. Ent.r thll tot.1 of thfl dabl, ~,l citNttmtlroM 1 ht..n 10, .,... .
lo. ",- --.. .~. --... .-.... .~.t. (llna 11 I!II d.t.r.tnecl below.
1. Ero,t.r the IIPproprlete tell / t fit. to .pau... are .. follOtll'1
ft 61!oO/~ the hill ra\u 01 rtn'
A. inr D:~::' n~f ~~~h onoo:~r~~';:r. 7/~~9It Ind ~fn.'e t l/~~~.:~ w;~~.~. t:~~ .t 0:( taM ret..
. de th on or .ftlr 1/1/.,S tren. .r. 0 t abl. at 6:':
Hotl/' f~~t::t:: 0/ d...th prior to 711/9,. tlftl\S::~~~o :~~:~~ :~. ::.u.,t.r, IIr~hlldren, .on.ln~ law,
I. Tr",.fer. to lln..l da~~~d=' t~~~'1.~ 1It1 t;ubl. at dM p.rcent (6~. nl.e. .re tallabl. .t f1ft.." peroent nSX).
~=::~~I~~I~i ~:=. including brot~~; :~:~'~~l~~~~;h~:~ ~c:"'t In the Ir.. proYlcMd.
~: If yOU oh,"~ t~ t.M rat., pl.... ,p,o . MtOUnt tullbl. (11M 6) by the tlM rat. (llM 1).
due (line ft) h cMt.r.IMCI by M.lltlp!ving the
ft. The.-aunt of tllll
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debt. and aduOtlon. er. det.reln.d ftII fllllo"'l lb. plrllOl'WlI r_r..",taUv. 11 tn.ufHol""
\' .tete .object to "Inletrat on v
A. You l...lh It. rupondbl. for paveent, or .'1. t
~u P:t~I:.~:I~~ :.:::. aft.r Math of tl""p~.c:en\~ ~~I:~:~I=~~OC:: ~:.::~.~ p1llln PIPIt' 1 112" M 11". Proof of
I. .ou IMd w.t bfl It..hld fully n .r .
C. OIbto btlne cl. led b tM PA D...art..nt of R."enua.
p.y..,.. t ..y be r.quI' OJ
TAXPAVER ASSISTANCE E CONTACT ANY
IF YuU NEED FURTHER INFORMATION OR ASiJiJ:~CDISTRICT OFFICE
OR"CE:(~TfH\ O[ulJ;JSo'~ PtllflE\lTPgi:t;f~{I~:2! ~~~~Y~~El=Y~~RIH~~I~Etll Gill Y)
HARlUSIURGAT(7171 787-8527.
...........
COIttONWEAI. TH Of PENNSYlVANIA
MPART,*HT Of REV(HOC
, BUREAU Of lNDIVIDU~l TAM[S
DEPT, 260tuH
ItARRISlURQ, PA 11128-0601
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
NO. 21 97-0235
97129500
06-30-9'1
m.IUIIIH' CHil
FILE
ACN
DATE
EST. OF ALFRED H VICTOR
S,S, NO, 288-18-2797
DATE OF DEATH 01-21-97
COUNTY CUMBERLAND
TVPE OF ACCOUNT
IX] SAVINOS
D CHECKINO
D TRUST
o CERTlF,
PNC lANK ha. pro\llcMd the D.,ert.."t with the Infar..Uon Iht.d bllolif which h.. b..rl u..d In calculating tha
potlntlal hI( P. '....Ir rlc(lrd, Jncllut. that ot the de.th of thlll lIbo\le doWCl.dont, you werl tI joint t;lwnlr/blnlflnlllry of thlt llCI)Ount.
If yCIU (..1 llllt Infer.lltlcr, ID Incorrect, phUD obtnln IIrltto., >:'I..rr.....tl...,., frn.. th. flnMfllal Institution. attlcn. copy to thlt for.
I!lI'Id r.turn it to t.... ltbove addr..., This aMount It hlllbl. In acoordanoe with the Irm6ldtancI lllll law. of t.... Co..onw.,U'" of P,nnsy I \Ian I 11II.
Qu.stion. .'y be anlwer.d by c~11lng (717) 787-8527.
COMPLETE PART 1 BELOW . . . SEE
Account Nc, 5140195185 D.to
E.toblhh.d
ELSIE L VICTOR
336 ACRE DR
CARLISLE
PA 17013
REVERSE SIDE FOR
09-01-74
REHIT PAVHENT AND FORHS TO,
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
FILING AND PAVMENT INSTRUCTIONS
To Insur. prop.r cr.dlt to your &Cl.lQunt, two
(1.) Clopl.. of thll notlc. IlUlt I!tCcowpany your
pl'ly...nt tc the R.ghter 0' Willa. HIIk. c~k
payabl. tOl "H~lIter M WUlI, Agent".
Accounl a.lonc. 8,920,64
P.,cont "..obl. K 50,000--'
AIOOUnt Subj.ct to T.. 4.460,32
T.. Rot. K , 15
PctontJol Tox Du. 669,05
PART TAXPAYER RESPONSE
[!] I. FAXLUJIlI TO IIISPClNDIlILL RUUL T IN AN OFFXCXAL TAX ASSU$NIHT IASlD OM 'tHIS !/OTICI J
NOTE I If hue paYHntJ ere 'aM within thr..
(5) _onthl of t.... d'Clldent'5 date of dnth,
you IiISY deduct a Ii% dl.count of t.... taK due.
Any Inh.r\tl'J!'lc' tBK due will bllco.. dellnqu.nt
nln. (I)) .onths after the dBt. of d'IIU"
[CHECK ]
ONE
BLOCK
- ONLY
A. 0 Th. lIbov' Infor'BUon Bnd tfl~ due 1a corr.ot,
L You .ay choos. to relit paYM.nt to the R.ght.r of Wills with two copl.. of this nottc. to obtain
a dhcount or avoid lot.r..t, or YOU .ay check bOK "A" and rAlI!rn thl. notlc. to the R~htClr of
Wills ~ Bn offlclBl B.....Il.nt will bn is.ued by the PA D,pBrt..nt of R.v.~,
8. 0 Th. above au.t hllt: b.en or will be raport.d Itnd till)( ~Illd with the p.nnlyl\lanh. Inheritanc. Tall return
to b. fl1.d by the d,clldtnt', r.PI""'.-ntath....
C. Q ThI ttbove lnfo,..tlon I~JMorrlct and/or debts and deductions w.re p.ld bv ~ou,
You IlUlt cOIlflI.te PART l!.] 3nd/or PART 0 below. G ~ '
PART If you indicat. a diff.r.nt tax rQt., pl.... .t.t. your
~ r.lattonlhlp to dacadMt 1 --1U.Qt h{.1l" .
TAX fU~TU~N CO:'1FUTAT:ON 01' TAX ON ~~INT/TRU~r ,'CCOUNrS
LINE 1. Oat. e.tabllahed I 09/01 /74
2, Account 8alanc. 2 89~~:8~
~, Pe,.cCfit r.xllble 3 K
4. A.ount Subject to rax 4 4460.32
s. Debt. and Deductions S
6, A.ount Taxable 6 4460.32
7, Tllx R.t. 7 ~ .06
a, Tax Due 8 267.62
. OFFtCtAlUSEONlVO AAF
....PA IIE~~RTHENW:O~" RE~ENUI!
PAD
1,_
2
5
~
I;
6
7_
8_
~'
~...
""',1
],:"';
'"
:u.
,'Mil
~
II
'"I r,
-
~--
DEBTS AND DEDUCTIONS CLAIHED
PART
@]
DATE PAID
j~
PAVEE
DESCRIPTION
AMOUNT PAID
J_
TOTAL (Enhr on L1M S of Tax COllPllhUonJ
1=
.
Unde,. pen.ltl.. of pe,.jur~, I decl.,.. th.t the feet. I
cOIIPlete to the bed of .)1 knowladp and bell.f,
~:l "~-I J-) /"'" ';.,) 1/
" .i-';' II'lr~-'(l~ //~'~du:tH l,~ ,;-'2-
HE I
haye ,.eported llbo\l. .,.. hue, correct and
HOHE._.J._IL!. 258 ~ 5406 ,
WORK ( )
TELEPHONE NUMBER
,
GENERAL INFORMATION
1, FAILURE TO RESPOND WIll RESULT IN AN OFFICIAL TAK ASSESS"EHT wHh ~llcabh Intflrut billed on Infor..Uon
.YOIllttad by thfl ""anel.l In.t1tutlon.
Z. Inn.rlt~. tlM beo~, o.l'~t nl~ ~th' .ft.r thl d~.d'nt'. dlt. ~f de.th.
S. A joint "C~t h blCMll. IV'" though thli mad..,t', 1'1'" ..... IddH II . lott.t of con",enlencfl.
Ii, Aocountll (Including tMI' MId b.t~..n hll,bM\d and w!f,) which tt,l deced4tnt put In joint ".... within OM y..r prior to
de.th ar. futh tfl,lUtbl. .. tr.'I.f.r..
S. Account. ..t~ll.~d Jolntlv b.twtlon hu.band and wlf. .or. than onI V"r prior to d..th ar. not tlMlbll.
6. Acoount. hliId by . dlKledMlt "In trult for" IMthlt or othlr. .r. tlICHI. fully,
REPORTING INSTRUCTIONS - PART
1
- TAXPAVER RESPONSE
L BLOCK II ~ If the InfornUon MIl COllftUbtlon In tM MUO' ,rll Clorr~t tN'Id c*klCtlon. .r. not being olllNd, PlHe WIT
In block "A" of Part 1 of the "T.MPlv.r R~.pon.." l~tJon. Sign two copl.. ~ .~It th.. with V~r oheck for tho .-aunt of
tex to tM A'aht.r of Wilt. of the county IncUo.titd, fM PA O.,artHnt of A.v~,. will I..... M official ........"t
(For. AEV"lS4' E~) upon reo.ipt of thR r.turn frD. the R.glet.r of Willi.
2. BLOCK I - If the ....t ~lfl.o on thl, notlee has been or will bI r.ported ~ tax paid Nlth the P.on'Ylv,"I. Inherlt~.
T.x Raturn filed bv tn. 6acadant', rapr.,.otatlva, placa In "M" In blonk "a" of Part 1 of thl "TaMpayar Aa.pon,a" .eotlon. Sign ona
copy ~ r.turn to tha PA o..rtHnt of Ravenue, IUrllU of IncHvldual Ta)(.., o.pt 210601, Harr-hburl, PA 171U~0601 In the
,"v.lop. provided.
5. Iloa: t: - tf ttt. nntle. h,fCll'IIt!on it lncorrut ar.d/or dc.dU(lUor,l Ira b.lng uhll...d, check block "C" ~ l;lOl!PlataPart, 2 end 5
..",tlnrt11t"lg tn thai 1".t:,.uo:H.....' "'.''''', 51\:,"I t'l~ ,:op\n lI.,d cul::lt t"'11' t11th lie\::" <::t-,.)c", 'or tho nour./.; :;~ tax ~Il!lablfl to t~':I RIIII::hr
of Willi of tM cOWtty IncHc:etad. Tha PA o.".rt..nt of R.vanua will luu. WI afflolal ......""t (For. AClJ-\S4' EX) upon rHalpt
of the r.turn frol thtl RI.hta'" of Wllh.
TAX RETURN . PART 2 - TAX COMPUTATION
,
;1
"
,
"
1
i
,
LINE
1. f:ntar thtl dah ttN account orlulnlll11Y W.I utabll.hfld or tltlad in the lIIann.r axhtlnll at d.ta of d..th.
HOTEl For a decadent dying .fter 12/12/821 Aeeount. which the deetdant put In Joint naaa. within on. (1) year of daeth are
tllMebla fully I' tren,f4r.. HDWavlr, there I. an e~olu.lon not to I~e.ed t5,000 par tr~.far.. regardla.. of thl velua of
the HCOWIt or the rlUIIbIr of ftCcountt Mid,
If I double ..t.rllk (M.) appelr. before your flr.t n... In the addraaa portion of thl. notic., t~ t5,000 IMolu.lon
alraady hili be.n dack;ctld frol the Mcount bahnce II rilporhd by tho financial InlU tutton.
Enter the total balanc. of the account Jncludlng lnt.rut acoruM to the data of d.ath.
The! parcent of tha ~eount that 11 taxabll for IltCh .urvlvor h dltarelnM aa followll
A. The percent taMIlbI. for joll,t I..at. utablllhld IIOra than one yaar prior to the decedent', d.athl
2,
!,
1 DIVIDED BY TOTAL NUHBER OF DIVIDED BV
JOINT OWNERS
E)c.-plal A joint ....t reght.red In the nlllll. of
lOTAl NUHBER Of X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNEAS
the d.c.dent and two other per~on..
) DIVIDED BV 3 (JOINT OWNERS) DIVIDED BV 2 (SURVIVORS) . .161 K )00 . 16.7~ (TAXABLE FDA EACH SURVIVOR)
~. The p.roent t.Mabl, for ....t. cr.. tad within ~ y..r of the declOentt, death or aacount, owned by the dlOedlnt but held
In tru.t for IIOOthlr Indlvldu.H.) (truat ben..flchrl..):
1 DIVIDED IY TOTAL MtJtIlER Of SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
M 100 . PERCENT TAXABLE
EXlIIIpl.1 Joint &CIcount r'allltlred In tn. nUll of tM dleltdent end two other per.onl aM IlItabll1h4ld within OM ~aar of ljaath by
the decedent.
1 DIVIDED ~V 2 (SURVIVORS) . ,50 M 100 . 50~ (TAKABLE F~ EAtH SURVIVOR)
<iI. The..,..,t eubJlOt to taM (Una 4) h datlr.JnM by .ultlphdna the acetumt balMC. (1Jna II bV the paretent tft)(abla (11M Sl.
5. Ent.r the; total of the debt. nod daauctlon. .lllt.d In p,.rt S.
o. 1M uount tax_i.a luna bl it d:auram.a by .ubtr.ctlna tt\a Mbtt IInd ~tlonl (1lne 5) frOll tM MOUnt .ubject to tlU( Ulna 4),
1. Enter the appraprJllt. teM rnta (line 71 $I datanlnld b41low.
A. For data. of de.th oceturrlne .ft_r 6/50/94, tha taM rlt.1 for tran.f.r. to spou.e. ara a. folloM"
1. Data. of chlath on or after 711/94 end befora 1/1/9S the r.ta II 5~.
2. Dataa of .ath on or aftlr 11l/9S trllln.f.r. to spou... will blt.Mad at 01: t.~ rlllta.
Notal For ~atl' of death prior to 7/1/94 trftn.f'r. to .pou.a. ara ta)(ebla at 6~.
e. TrM.far. to Ilnell da.cand.,..ts Jncludlng f.ther', IIOtMr, .on, dllUghtllr, IIr~hl1dren, .on~ln.I...,
dllU8hter~ln-lltW, at.,ehllc! and thtilr luuI In tsnbla at Ih p.rt.nt (6XL
C. Tran.fa,.. to '11 othlr. Includl"ll br'othar, .lIter, uncia, IWI'lt, nepn.w end nJ~.. ar. taxabJ. lit flft..., peroent (15X>.
P. If YOU ch~ the tax rate, pl.... .paclfY your r.latlon.hlp to the ~adlnt In the ar.a prOVided.
.. The MOUnt of hx due <1ln. 8) I. detar.lned blt .wI tlplylnll tl"l. MKtUr'lt ta)(abla (11M 6) by the talC rata (line 1).
CLAIMED DEDUCTIONS . PART 3
DEBTS AND DEDUCTIONS CLAIMED
AllC>>fabla d.bt. Ind deduction. .r. dltarelned III {ollow.:
A. Ifou 1...11y ar. rllponlJbh for p.Yllent, or the utata .ubject to ~Inhtratlon by a per.onal raprllentatlve It InlUfflol."t
to pay the deductlbIa It....
.. Vou IICtually paid tn. debts aftar dlath of tn. d1cadent IOd OWl furnhh proof of plYHnt,
C. Debtll bllna clalMd wuat hi ltaalud fullY In Plrt S. If addltlonll .paca h r.~, Uti plain paptlr a l/Z" M 11". PrCHIf of
pay.."t ..~ be raquutad by the PA DlpartHnt of Ravenue.
TAXPAYER ASSISTANCE
IF VOU NEED FURTHER INFORMATION ORASSIST~NCE. CONTACT ANV
.....,. REGISTER OF WILLS, PA nEPARTHENr OF REVENUE DISTRICT OFFICE>.>
. .,.....>.'. OR CAll THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT 1I~>> .....
liMR1SIURG AT (717) 787 -8S27 . TDlI. (717) na-a251( HEARINlllMPA1RED .ONLV)
KNOW ALL I'EII:'()N:; HI' '!'IIESE ['RESENTS,
1'ha I J,
II::U "
do hereby mok", ('''''till tUtl~ and appoint
J 3 6 ^,' /,,' 1'1 I v' " , '" I J 1:, J (', I' ^ J I U J ,
-------~ - ''''--'----------'------------
---.-.._-,---~..
V I, "1'111< of
------,-_._~_____ I
of
33(, A,' /' (' 'I' \" I "" I Ii" J (' , /, ^ J 701 3
'--------.-~_n_.~___._..~___..,.__._. __
Nanc:..L.... J<I'"'.!i~:.~_,
as my true alld lawfuL ALt,orn"Y-in_FuCl, for .me and in my name to,
G~n~rAllv do and perform all matters and things,
transact all business, recover and reCeive all sums
of money due mu, inCLUding SOCial Security payments;
to make and aCknowledge all Contracts, orders, deeds,
leases, writings, assurances, and instruments which
may be requisite or proper to effectuate any matter
or things pertaining or belonging to me; to Sell or
assign my real and parsonal property; to Withdraw
funds from bank aCCOunts in my name; t,o use my prop_
erty in any Way; to enter my safe depOsit boxes as
desired; and to do any and all acts as r could do
perSOnally, if present, This POWer of attorney shall
not be affected by any disability I may sUffer,
---
" ")-v/ ~(
I N waN", "HEHECO'. """ h,,,"",o "" my N, od "d "" I hi, """"-...
day of !v6VIJYlb,.~_, 199 J.
pl. t-~~ _( J" j
:: ,'W-,_C -" :.... --LC, CVz. '
Signature
S1'A'l'E OF Pt'J'\t'\5~\v"n;a.,
COUNTY OF CUM be.r \",,0.\.
On this -2~__ day of ,!Jove", b~
Ss:
P"",""', '''"' '"d "''''''. y ""'OR . """ '''d """,,
to me, to be the indiVidual described in and who exeCUted th~ fore_
going instrument, and wl!u dUly aCknOWledged to me that he/She eXe-
CUted Same for the purpUHB therein Cuntained,
1991 , before me
IN WITNESS WHEREOV,
hereunto Set my hand and Official seal,
~~t\~~l i~H//,,^,
My CommiSsion expire
~""-'~''-C-.C ,,-'- '__'-'_'_1
' --O~~.. Sf. l __
SHElLY SEXTON, NOTARY PUBLIC
CARLlSLl BOHO. CVMotRLANO COUNTY
MY COMMISSION [XI~RCi OCT 31. 1994
M.m~lO"'rl"nl~A"O~"I"n.r N~~",u
n
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PURPDSt! l1F
NOTICEl
TI1 IUlfill the r.qytr..."t. of botion !l40 of th. Inhtrihnoe 1M Elt"te TIN 40t; Aot 21 of 1'95, ,(12 P,S,
Seotion 'litO)'
PAVMENT,
DetMoh the top portion of thil Notice and .Ub.it with your PIY.'nt to the R.gJ.t.r of Wil!1 ~rlnted on t~
r.".r.. .lda,
-- "~. ch.ck or 'on'~ order plylbl. to: REGISTER OF WILLS, AOENT,
REFUND eeR) 1
It r"fund of . hx (If"'dlt, which WIiI not requ..todnrl the tax r.turn, ..y b" r.....t.d by COllpltUng lWl "AppUCIUon
for R.flJlm of P.nnlylvanJa loh.rhllne.. ttnd E.tllte Ta)\" (Rf:V~1313)' ApPllcllt1on. af" avaUebh at the OfficI of
the Reaht.r of Willi, IlflY of the Zl R,v.nu. Ohtrit.t Offlc'l or lIy calling the .p.al.1 24~hour .'Hlwerlnl ..rvlee
nu&tJ.rll for for.e order in,,: In P.nnlylvanh 1~800-]6l"Z050, eluhlde PennlYlvanl. and wlthJn loorll
Harrllburg Ire. (71l) 787.8094, TOO. (711) 11ZMZ2SZ (Hearing Iapalred Only),
OIJECnOHSI An!.' plrty In lntllrllt not ssthfhd with the appr~lsllllent, allowanclI or dhallowane. of d.ductionl or a......tnt
of tax (lneiudJnt discount or Jnt.restl al shown Qn thll NotJeA May obj.ct HJthln .1Nt~ (60) dny. of re~.Jpt of
thh NoUee bYI
'--wr'ttten protlllt to the PA D.part..nt of R.v.f1ue, Board of "PPuh, O.rot, lOIO,l, HlIrrhburu. PA 1112&-1021. OR
--.lllctJng to hlllV. tho .att.r dlit.r",Jnlld at th. audit of the 6CCCiunt Of Pl. PlI"onfll ,.tpr..tntaUvI, OR
HappeaJ tu the Orph"n,' Court
AOttINR
ISTRATIlIE'
CORRECTIONSl
faoluQI .rror, discovered on thJ. a"'ls..nt .hould bll addr.I.lld 1n wrJt1ng tOI PA DMPart.ent of Rav.nue,
Bur..u of tmHvJdual 1'1)(IIS, ATTN: POMt Anllll..nt RIIJJow Unit, DEPT, 21.10601, Harrhburg, p", 17128-0601
Ph!)O. (711) 1'87-6505, Se. page S of th.. booklwt "In.trufltJonl -lor Inhllrlhmee Ta)( Return for a RuJd.nt
DaciKMnt.. (AflJ-lSOl) far an .xplan"tlon of adlllinhtraUvllh corr-actabl. .rrOrl,
DISCOUNr I
If any hlC due h paid wlthJn thr'llI (]) calender .onth. IIIfttr the decedent's duth, a fl.... pflrc.nt (S;(l
dhcount of the t.x pllIld fa aUow.d.
PENAL TV,
TtMI 15" talC I'llln.lh non-partiolpatlon penalty is COllputtd on the total of the tax and Inter.1t rI"'''.d, and not
PIJd hefor. Janu.ry 18, 19", th. first day aft.r tha and of the tax rlllIne.ty p.rlod. Thl. non~p.rtJelpllltion
pllnalty J, appe.labl~ in the .Il.e Menner 9nd In the the 1ft.. tl". perloo .. You would IlIpp.al the tD)( and lntar..t
that hili b..,., .......d Ill' lndicet.d on this notJ<l',
INTEREST,
Inter..t I. char..d b.glnnlng wJth ~lr't dlY of dalJnquoncy, or nJn. (9) .anthe and on. (1) day
fro. the data of death, to thll datQ of pay.ent. TalC.' which baCia. delinquent before Janu~ry 1, 1982
bt.~r Inhraflt lilt the rata of lAx (6iO ptre.nt per INlnUil (lalculattd lilt a dally rllte of .00016'.
All hlC.. whiCh baCIlli' delinquent on 0" aft.r Jllnuary I, 1982 will bo.,' Inter..t ~t II rllt. which will Vary fra
calendar YlJer tel c.l.rwta,. y.ar wJth that rrlt. announ<:.d by ttNI p" O,part..nt of Revenue. The applicabl.
Int.r..t rat.. for 19'2 through 1997 .rll'
Velr Inhr".t Ret. ~lnt.r'!I~ V'l'Ir Intarut flate DeJIy Intelr..t Factor
19&2 lO~ .OOOS~I 1987 9;'; ,000247
1'15 l6iC .00043l\ 1916-1991 11;'; .000~01
198ft 11;( .000301 1992 'X .000247
1'15 In ,000156 199!-19~ IX .000192
1986 10iC . 0OO21~ 1995-1997 'X .000247
-.Inter..t h c.louhtad .. folio....,
INTEREST. BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--An>> Notloe hllUed .ftar the tax baco... dellnqutrlt will reflect an lnterut calc:ulltlon to f1ft..., (15) da>>.
beyond the date of thl .e'.u...nt, If PIl!.'awnt J. ..de aftar the Jnt.r..t COftput.tl~ dftte lhown on the
Notle., IItdcHtionel lnt.,...t lIU.t be c.loullt.d.
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PURPOSE OF
NOrICE:
To fulfill the requlrluntl of S.oUO" 2140 of tM tnn.rlt.nc. and Eltet. TI)( Aot, Act 21 of 1"'. (72 P,'..
s.otlon 9140l.
PAVMENT I
n.t~cn the top portJun of this Hotlol and .ubllt wIth your Ply..nt to the Regl.ter of wl11t printed on the
rlv.r.. ,Ide.
__ "eke chIck or IItOf'Ily order plvltbb tOI REAISTEM f1f WillS, AGENT.
REf!IND (eR) I
II r.funa of Q tax credit, which WD' not r.qu..t~ on the taM roturn, .ay ba r.~.tad ~y ~o.pl.tlna In ftAPpl1cltton
'lor R,fund of PennlYlvanla Inheritance and f.tat_ Tl1)C" (RE\i'"Ul!)' A~p1Jcftt1on' ar. Iv,Uabl. at the OfficI of
the RIgilter of willi, 'lnY of th_ 23 ReVIWI Ohtrl<lt OHlco. or by cll11lno thl 'lIp.clal l4"hour enlwartn, IIIrv!u
l~.r. for forMI ordarln9: In Pennlylvanla 1-&00-362+2050. out. in. Pennsylvania and wIthin 100al
Harrhburll ~raa (i'lll 181-8094, TODlt (711) 11l~ZZ5Z (Haaring IIIIP,l1rad OnlY).
OBJECTIONS: An~ party In Int.ro.t not satisfiad with tho flpprrl1..I\Qnt, allowanc. or disallowanca of datlUCIUonl or ........nt
of tIIll (lnoludln"\l dlt<lolJnt OJ' InhruO 8. .hoWf1l Oil this NoUe. JllIIY Objeot within shty (60) day. of r.o.lp~ of
thh Hotloa bYI
--wrltt." protast to the PI, DIlPart...nt of RllllllnUII, BUIUd of APpaah. Dopt. 2111021, Harrhburg, PI, 11126-1021, OR
-~el..ct1"1J to have tha lIIf1tttr datarllllnad lilt the audit of tha account of tha par,ohllll rapruentaUlla/ OR
--appaal to lh0 Orph.nn' Caul t
ADHIN-
IS1RATlVE
CORRECTIONS:
Factual orrors dl.oovared on this a"."lIIont .hould ba addr..,.d In writing tal PA Depart.ant of Rall.nue,
Bureau of Indl."ld\lal Tallu, ATTNI Post ^lIIu."anl Review Unit, DEPT, 2.110601, HardsburG, PA 11128-0601
Phone (111) 781-6505. Se. paga S of tha booklet "In.tructlon. for Inh.rltance Tax Rnturn for a Ra.ldant
n.eed.nt" (REV-150l) for an explanation of 8d~lnl.tratlv.ly correctable orrors.
DISCOUNT:
If ony ta~ due II p.ld within thr.. (]) cal~ndar aonthl aft.r thl d~c.d.nt's d.ath, II five p.rc.nt (5~)
dllcount of the tlM paid i. Illow.d.
PENAL TV I
Th. 15% tax ..nuty non-partlolpatlon penalty II (lotlputltd on the to'\&l of the tax find Inter,..t \t....ud, and not
plld b.for. Januar:.' 1&, 199', tha first dey aft.r the and of the tax allln..tv p.riod, Thh non-"erUolp..Uon
penalty is apPlillabl. In the ...e .anner "lid in thtR tha IU. tia. p.r Iod .. :.'0\1 would app..l th. tele IInd Int.r'll
thet hili b..n .......d !II Indluhd on thh notlc..
tNTERUTl
Intll....t h ohare.d b.glnnlng with first dl:lY of del1nqu.ncl1, or nln. (9) lonths and one (1) d.y
fro. the date of d..th, to thl datI of pay..nt, TIMa. which bet... d.linquent b.fort January 1, 1962
bear lnt.r..t ut the rete of six (6%) parcent plr annu. ulcl.lhtad It a dally rete of .00016....
All teM" which b.ce.. deUnquant on or aftar ."JnU8ty 1, 19.112 will bur Int.rut at a rat. which wll1 IIOI"~ frotl
calandar y..ar to calendar yur with that rete 8MOune.d by the pI, Deport..nt of Rev.nu.. Thtl appl1clbla
Intllrut rat.. for 19&2 through 1991 aral
".er lnt.r..t Rah nail." Inter..t Factor ,.., Int.rllst Rat. Dilly Int_rut Factor
- ----
198Z 20% ,000548 1'911 9Y. ,000241
nas 16% .D004S& 1911-1991 11;( .000301
19M 11:< ,000101 "" 9% ,000241
1985 13% .000556 1"3-19':'4 'X .000192
19.' 10)( ,000Z7(, 199!:t~1997 'X ,000247
-~Intlr..t ls calculatad .. followlI
IHTEREST . BALANCE OF TAX UHPAIO X NUIIBEft OF DAYB OELIHQVENT X DAILY IHTEREST FACTOR
n-Any Not1cI l..uad after the tax baeo.a. dallnqutnt will r.flect an Interalt calcul.tlon to flfta.n (IS) dlYs
b.Yond thll datil of tha au.....nt. If ply.ant Is .ada aftlr tha lnt.rut c()llpUtaUon d.t. Itlc>>fn on the
Notlc., addlt10nlll lntar..t "ust be aalcul.tad.
~E~,';5~",:X'17'041 *' (.'l ./(( 7,?
lJ t II ; I . GfMMot~Wf'Al 1ft Of IItNN9Yl.VM~11\
. ('. ,)_ } ( ,-- OU''-'fHMFN1Of "I'Vr:NUI
U-_ , - Olf112800f\1
t, ..,' I ItARRlSUURO, PA11\2t).O(lO\
,DECEDENT'S NAME (LAST, Film, AND MIDDLE 'NITIAL)
VICTOR, IR" ALFRlill II,
i sacl...!. SI'CLlnllY NlIMn[l~
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't~
INHERITANCE TAX RETURN
RESIDEN1' DECEDENT
(TO BE ALEC IN DUPUCATE
If1If'rn REGISTER OF WILLS)
lJI:Cl;:(]ENT'5 COMPLETE ADDRESS
,D6 Am' IJrive
Dillie: OHlH<11i Carlisle, "A 17013
0r.IOr./24 COUNTY Cumberland
SOCIAL SrClJHITY t~UMnER ,AMOUNT RECEIVED (SEE INSTRUCTtONS~
27R.22.M'n $190)11.10
2, Supplemental Return 3, Remainder Return
(for dutes of death prior to 12.13.82
5, Federul Estate Tax Return Required
4a, FIJture Intorost Compromlso
(for datos of doath allor 12-12.82)
0, Decedent Dlnd Tostate 7, Ducedont Me'l1lolned 0 Living Trust
(Attach copy of Will) (Attech cop~ of Trust)
, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
IVO V, uno, III MARTSON, IJEAkDOR1'F, WILLIAMS & OTTO
TELEPHONE NUMBER 10 East lIigh Street
(717 ) 24J.3)4\ Cnrlisle, PA 170D
I
"'
o
2RR.\ R-2797
DAlE or DEA1H
,
, 01/21197
1, Real Estete (Sctledulo A)
2, Stocks and Bonds (Schedule B)
3, Closely Hold Stock/Partnership Interest (Schedule C)
4, MOl1gages and Notes Receivable (Schedule D)
5, CashhBank Deposits & Mlscellanaous Personal Proparty
(Sc 8dule E)
6, Jointly Owned Proparty (Schadule 0)
7, Transfars (Schedule G) (Schedule L)
8, Total Gross Assets (total Lines 1-7)
9, Funeral EXp'enses, Administrative Costs, Miscellaneous
Expenses (Schedule H)
10, Dabts, Mortgage Liabilities, Liens (Schedule I)
11, Total Deductions (total Lines 9 & 10)
'12. Net Value of Estet~ (L1no 8 minus Line 11)
13, Charitable and Government Bequests (SchedulB J)
14, Net Velue Subject to Tax (Line 12 minus Line 13)
15, Spousal Transfers (for dates of death after 6-30.94)
(Inciude valoes from Schedule K or Schedule M)
16, Amount of Line 14 taxable at 6% rate
(Include values from Schedule K or Schedule M)
17, Amount of Line 14 taxabla al15% rate
(Include velues from Schedule K or Schedule M)
16, Principal tax due (Add tax from Lines 15, 10, end 17)
19, Credits Spousel Poverty Credits Prior Payments
+ 418,08 + (19)
20, If Line 191s greater than L1no 10, 8nter the dlfferenco on Line 20, This Is the OVERPAYMENT (20)
A, 0 Chock hero If you aro requesllng a relund of your ov~rpayment.
21, If Line 181s greater than Line 19, onter the dlfforenco on Line 21. This Is the TAX DUE,
A Enter the Interest on the balanco due on IIno 21A,
B, Enter the total of Line 21 and 21A on Line 21B, This Is the BALANCE DUE,
Make Check Payable to: Register of Wltls, Agent
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RI:CHECK MATH ..
Under penalties of perjury, I declare that 1 havo examined thin return, Including accompanying schedules and statements, And to the best of my knowledge and
belief, It 15 true, correct and complete. I declare lbat all real estate has boon reported at true market value. De~!aratlon of preparer other than the personal
representallve Is based on all InformatIon of which preparer has any knowledgo.
SION~T . or PERSONH~JONSlflL.E F9RfIUN~.!.URN ADDRESS ."' . DATE .
t'I "'c~t/;~ J\I[.,f>~"'L_- JJ6 Acre Olive, Cnrhslc.I'A 1701.1 JO~ ~> 7~
BIG E f: RO~TI~kNREPRESENTATIVE ADDfH,SS c!AT :J
, , c_ 10 Ens! lIigh Streel, Cnrl;sle, PA 170n 10 13 7
(If AppliCllblll) SUIv1'o'ing Spollll'!" Name (111,1, Firlt And Mldclllllnlllfll)
VICTOR, NANCY R,
1. Orlglnnl Return
4, L1mltecl Estate
ch!z
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is
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13
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a:
z
g
~
~
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
(15)
(16)
(17)
Discount
for claiR!:! 01 doalh H!tor 12/31/91 chock 110l(j If 11 (;,/
spall!'"1 povarly cmdlt IB clalmod
FILE NUMBER
21 <)7
COUN1V COilE YEAH
2J)
NUMBEH
0, Totel Number of Safe Deposit Boxos
19,324,41
156,247,20
6,967,94
28,195,97
(8)
210,735,52
13,326.48
130,00
190,311.10
(11)
(12)
(13)
(14)
x ,00 =
13,456.48
, 19'1,279,04
197,279,04
0,00
6,967.94 x ,06 =
418,08
)( ,15 =
(18)
418,08
Intorest
418,08
(21)
(21A)
(21B)
.
.
W I L.h...
OF
ALFRED H. VIC'I'OR. JR.
I, Alfred H. Victor, Jr. of Carlisle, Cumberland County, Pennsylvania.
declare this to be my Will and hereby revoke all prior Wills and Codicils made
by me.
1. I direct that the expenses of my last illness and funeral be paid fran
my estate as soon as practicable after my d8ath.
2. My Iv'ife, Nancy R. Victor, and I are now joint owners of a hare in
Carli,sle, Cumberland County, Pennsylvania. If my wife survives me and at my
death our heme is held in any manner whieh will not result ill passage of full
title to her by operation of law, I devise my entire interest in said home to her.
3. I give and bequeath to my wife, Nancy R. Victor, if she survives me,
all furniture, clothing, jewelry, pictures, statuary, works of art, silver, plate,
ornaments, bric-a-brac ,tapestry, household goods or supplies, books, linen, china,
glass ,automobiles , trucks, trailers, horses, boats, and all linp1ements, plants
and tools that may be in or upon our hare at the time of my death, together with
all policies of insurance thereon. If my said wife shall predecease me, then I
give and bequeath all of said property to my children, who are alive at the time
of my death, in e.qua1 shares. Should such children be unable to agree upon a
division of said property, a1 temate choice of such items shall be made by them
until distribution is completed, my executor to represent minors in the division
of such property. The first choice to be made by the oldest of my children,
the next choice to be made by the next oldest of my children, and so on until
distribution is completed.
4. I giVE, devise and bequeath all the rest of my property of whatsoever
nature and wheresoever situate, including property over which I hold a power of
appoint:ITent, to my wife, Naocy R. Victor, if she should survJ.ve me.
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5. In the event that my wife. NlU1CY R. Victor. sm:1 pn!decease me, then
I give. devise and bequeath all of the rest of Ill)' property of whatsoever nature
and wheresoever situate, including property over which I hold a power of
appoinonent, to Ill)' issue per stirpes.
6. No interest of any benefiCiary of Ill)' estate or any trust herein
created sr~ll be subject to anticipation or to pledge, assignment, sale or
transfer in any manner. nor shall any beneficiary have pa;Xjr in any manner to
charge or encLll1ber his interest, either in JllCare or principal, nor shall the
interest of beneficiary be liable or subject in any manner while in the possess-
ion of the executor. trustee, or guardian for the liabili ty of such beneficiary
whether such liability arises fran his debts, contracts. torts or engagements
of any type.
7. In the administration of my estate and any trusts herein created,
my fiduciaries shall have the following powers. in addition to such powers as
they may have by law:
(a) To retain all or any part of Ill)' property, real or personal, in the
fonn in which it may be at the time of my decease, including any
business owned or controlled by me, or any closed c~rporation. partner-
ship. or family enterprise in which I have an interest, as long as
in the exercise of their discretion it may be advisable so to do,
notwithstanding that said property may not be of a character author-
ized by law. and to operate any such business as a sole proprietorship,
partnership or corporation.
(b) To invest and reinvest any funds held by them in any property, real
or personal. even though such property would not be considered approp-
riate or legal for a fiduciary apart fran this provision, it being my
intention to give my fiduciaries the same power of invesonent and re-
investment which I would possess if present and acting.
(c) To sell, convey, exchange. partition. give options upon, or otherwise,
~
''-f~ /f
A.A.
~
11
~jY~~
2.
dispose of any property, real or [ll>rSOll<l I , at ilny tUre ht2ld by them,
at public or private sale or otherwise, for cash or other t'onsi.dera-
tion or on credit, and upon such tenns and for such price as they may
detetm:l.ne.
(d) To borrow !TOney for any purpose in connection \.n.th the administration
of my estate or the trusts created in this \vi11, to execute proolissory
notes or other obligations for amounts so borr~~d, and to secure the
payments of such amounts by mortgages or pledges of any property
which may be included in my estate or the trusts created in this Will.
(e) To make loans, secured or unsecured, in such arrounts, upon such terms
at such rates of interest, and to such persons, firms or corporations
as they may deem advisable.
(f) To renew or extend the time for payment of any obligation, secured
or unsecured, payable to or by my estate or the trusts, for as long
a period or periods of time and on such terms as they may determine,
and to adjust, settle and arbitrate claims or demands in favor or
against my estate or the trusts created in this Will.
(g) In dividing or distributing any property, real or personal, included
herein, to divide or distribute in cash, in kind, or partly in cash
and partly in kind, as they may determine, and to that end allot
specific securities or other property or an undivided interest there-
in to any share or part.
(h) To hold, manage, and develop any real estate which may be held by
them at any time, to mortgage any such property in such amounts and
on such terms as they may deenl advisable, to lease any such property
for such term or terms, and upon such considcrlltionn Ilnd tc'ntllls liS
they may deem advisable, irrespective of Io.'hethcr th" term of .my
such lease shall exceed the period permitted by law or thc probJble
period of retention in my estate or in a trust; to make repairs,
0--. ~. r &0
'--(); 17; 11
~?1Y,J;J'
3.
-
replllcellle,nts and irnprovarents, stnlct\ltfd or otherwise, in connect-
ion With any such property, to abandon any such property which they
may deem to be v.urthless or not of sufficient value to warrant keep-
ing or protecting, and to permit any such property to be lost by tax
sale or other proceedings.
(i) To anploy such brokers, banks, custodIans, investment counsel, att-
orneys, and other agents and to delegate to thern such duties, rights,
and powers as they may determine, and for such periods as they think
fit.
(j) To register any such securities at any time in their own names, in
their names as fiduciaries or in the narres of naninees, with or
without indicating the trust character of the securities so registered.
(k) With respect to any securities forming part of my estate or the trusts
created in this Will, to vote upon any proposition or election at
any meeting of the corporation issuing such securities, and to grant
proxies, discretionary or otherwise, to vote at any such meeting; to
join or became a party to any reorganization, readjustment, merger,
voting trust, consolidation or exchange, and to deposit any such
securities with any committee, depository, trustee or otherwise, and
generally to take all action with respect to any such securities as
could be taken by the absolute owner thereof.
(1) To determine, as to all SUl1lS of rroney and other things of value
received by them whether and to wbat extent the same shall be deaned
to be principal or incr.m€, and as to all charges and expenses paid
by them, ~]hether and to what extent the same shall be charged against
principal or incane.
8. I'di.rect that all estate, inheritance and succession taxes that may
be assessed in consequence of my death, of whatsoever nature and by whatsoever
jurisdiction imposed, shall be paid out of the principal of my general estate
~y\A,\~
~~ ,/1 ,. '-II
$f/#~
4.
,
, j
f,', ~I
l,".
",
",.'
\ I
I
I
I
I
to the SlIlOO effect IlS if s/lid t.'uws W(!re (~xpenses of acbninistration; and all
property includible in my tnxable estatt) whether or not passing under this
Will, shall be free and clear thereof.
9. If any legatee or devisee under this \.Jill shall die within sixty (60)
days after my death he shall be de~d to have predeceased me! for all purposes
under this Will.
10. 1 appoint Nancy R. Victor as my executrix. If she is unable or un-
willing to serve, then I appoint my daughter, Margar~t Cronin Beale and my
son, Henry Philips Victor, as my executors.
11. My fiduciaries shall not be required to post bond for the faithful
performance of their duties in any jurisdiction.
IN WI1NESS WHEREOF, I, the said Alfred H. Victor, Jr., here\vith set my hand
to this my last Will, typewritten on five (5) sheets of paper, including the
attestation clause Md signatures of witnesses, upon each one of which I have
also written my name this /?tK day of S'~ ,1986.
c:::~~~ 6
<Xl the /9<<day of S~Jt::A, 1986, Alfred H. Victor, Jr. declared
to us, the unaersigned, that tlfe-ro;:;;going instrunent was his last Will, and he
requested us to act as witnesses to the same and to his signature thereon. He
thereupon signed said Will in our presence, we being present at the same time.
We now, at his request, in his presence, and in the presence of each of us,
hereby subscribe our names as witnesses. Each of us further declares that he
believes this testator to be of sOlU1d mind and merrory.
,G-.::.- \/~. ~""iQD
\I{.~/,J~r (u I? ,tJ~J);
. , "
residing at .I.(.%~, Po..
'--I. . );. -1 t"
residing at . .l) , '/,. ,I' Y
5.
Ii, /e. 'J?
COMMONWEALTH OF PENN~YLVANXA
DEPARTMENT OF REVENUE
(I,
*'
BUREAU or INDIVIDUAL TAMEG
IHUl:RllANU: UK ()I~IIION
DEP!, ,.altOI
fIAMRIIIUttO. PA 111;>1-0601
NOTICE Of INHERITANCE TAM
A~~RAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
UY.IUI U _1' lit-III
DATI!
ISTATI! OF
DII TI! OF DEATH
FILE NUMIIR
COUNTY
ACN
IVO V OTTO III
HARTSON ETAL
10 E HIGH ST
CARLI SLE
01-27-98
VICTOR
01-21-97
21 97-0235
CUMBERLAND
101
H
ALFRED
[==~:~~=O=~-=~~~=~~==J
HAKE CHECK PAYABLf. AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ..
R IV:: i!\'4"i" Eif" AFii - m":m- -iioYi CE - -OF" "iNHil:ifi rAtitE"r AX" APPRA Y SEMEii'r,- - .u:r6wANci! -OR - - -""" -- - -- - - -" --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VICTOR ALFRED H FILE NO. 21 97,-0235 ACN 101 DATE 01-27-98
PA 17013
TAM RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED 0111 ORIGINAl. RETURN
1, R..l 'hht. (Schldul. A)
2. stock. and 8.ond. (Schedule BJ
5. Clo..ly Held stock/Partner.hip Inte,...t (Sch.d~l. C)
4. Hortg_III/Not.. Receivable (Sch.dul. DJ
5, C'ln/Bank DfAPOClltll/t11Ic. Perlonal Prop.r-ty (Sch.dul. E)
6. Jointly Own.d Propert.y (Schedule F)
7. T~an.fer' (Schedule G)
e. Tot.l A...h
( I CHANGED
(1) ,00
(21 19,324,41
(SI, ' DO
141 ,00
151__ 156.247 ,20
161_ 6.967.94
(7) 28.195,97
151
NOTE I To inlu... prop....
cr.dit to you.. account,
.ub~it the upp.r portion
of this forM with you..
t.)( p.y...nt,
210.735,52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funar.1 E)(p.n.../Ad~. Costs/Hisc. Expens.. (Schedul. H)
10, D.bt./Mort.... LI.bllltl../ll.n. CSch.dul. II
11. Tot.1 D.ductionll
12. Net Value of Tax R.turn
lS. ChCl..itabl./Qov...mlt.nt.1 a.qu..t., Non-.locted 9115 Trult. (Schedule J)
l~. N.t V.1u. of E.t.t. Subject to rax
If an .....Imont was issu.d previously, lines
r.fl.ct figur.. that include the tot.l of Ahh
ASSESSMENT OF TAXI
lS. A,"ount of line 14 at Spousal rat. US)
16. AMount of line 14 t.x.b1. .t Lin..1/Cl... A r.t. (1&)
17. AMount of L1n. 14 to..bh .t Coll.tor.l/Ch.. B r.to 1171
la, Princip.1 T8x DUI
NOTE:
TAX CREIIITS:
PAYHENT
DATE
RECEIPT
NUH5E R
DISCOUNT ('1
INTEREST/PEN PAID (-I
INTEREST IS CHARGED THROUGH 02-11-98
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORt~
191
(101
13,326.48
130,00
IllI _--1.3...11 ~6 , 48
1121 197,279,04
1131 ,00
1"1 197.279,04
14. 15 and/or 16. 17 .nd 18 will
r.'turns assessed to date.
190.311,10 M ,00.
6.967,94 M ,06.
,00 M ,15.
1151
,00
418...:.Q,L
,00
418,08
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
-_._----~-
TOTAL DUE
'O~
418.08
11,67
429,75
. IF rAID ArTER DATE IHDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED,
Ir TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, I
i: "
RESEAVATJOtlI H.tetu of dM.dlnt.. dying on or before DUHHr 12, 19ar .. Jf MV future In1.r..1 In the ..tlt. I. tr.,,'fllrrM
In po.....lon or enjoyant to el... I CClollet.rel) beneflel.rle. 0' tM deoldent "U.r the IMpltltlon of MV ..tlte for
life or for ye.r., the CDMMmftI1th hlrtby .llpr...h ru.r".. the rllJht to ."r.lI. and ...... tren.ter Inhlrltr:c. TIll"
.t the l.ful CII.. . (collaterli) rlftl on tRV .ueh future lntlr..t.
PIJIlPOU Of
OOnCE I
PAVMENT I
RfFUND (tRl I
oaJtC1IDNSI
A,,"IN
ISTRAfIVE
CDRf(ECTI~SI
DISCOUMT I
PENAL TV I
INTEREST I
To fulfill thl r.qulreHnh of S.ctton ,2l~0 of tM Inh.rltancl Ind Elt.t, TIll Act, Aot Z1 of 1995. (7Z P.S.
S,oUon 91410).
Dflhch thl top portion uf thla Hottel and .ublI1t ..lth your p.y..nt to the R"lItlr of Willi prlntld on thll rlVlrl. .IlM.
--Hiak. tlheok or loney order pI~abl4a tOI REGISTER OF MILLS, AGENT
A rlfund of . t.x cr&dlt, whlClh wu not r.qu..ted on thll Tell R.turn, ..y bl requ..ted by cOllPIIU"I ." "Appllol'don
for Refund of Pann.ylvanl. Inhlrlt~c' and Eltlte Tlx" (REY~1515). Appllo.tion. Ire Ival1ebl. .t thl Off1c.
o' thll Ra,l.t.r of Will., .ny of t~ 25 RI~'"ue Dl.trlot O'flo.., or by c.lll", thl .p.ole1 Z~-hour
en....rlna ..rulel nuab.r. for forft. crd.rlng, In Plnn.ylvlnl. l-aOO-56~-1050, out.lde Penn.ylvtnl. and
within loc.l H.rrhburg .r.. (717) 717-'09~, ToDf (717) 171~ZZS2: (H..rl", I..ir.d Only).
Any plrty In Inttrllt not ..tltf1Mi wJth tt,. -.pprah..ant, allowanc. or dl..Uow,"c, of deckHltlonl, or ........,t
of hM (Including dl.count or Int.rllt) u .hown on thit HoUol .u.t objlQt within .lIlt)' (60) ct')!1 of reo.i"t of
thlt tloHn bYI
--wrlttln prot..t tl1 the PA D.port..nt of Rev.nul, Bo.rd of IIpp..h, Dept. 2'1021, Harrisburg. PA 1712'~I021, OR
--.l.ctlon to h.t;UQ the aaUlr det.raln.d .t audit of the account of thl plrsool.ll rlpr,.antatlv., OR
--appeal to thl Orphan,' Court.
Factual .rror. dJ.cou.r.d on thi. ........nt Ihould b. .ddr....d In writing tOI PA D.p.rt..nt of Rlvenue,
BurlllU of IndluJeiu.1 Tall", AnHI po.t A.......nt R.ul.w UnJt, n.pt. 280601, HanhtKlrg, PA l71za~O'Ol
Phon. (117) 181-6505. fi.. page 5 of the booklltt ''In.trucHon. for Inhtrltanc. Till Rlturn for. R..ldlnt
Decldlnt.. (REV-ISO)) for an 'Mplenatlon of adainl.tratlvelv corrlctabll .rrorG.
If env taM due I. paid within thre8 (1) cal.ndar aonth. ~ft.r thl d.cldent'. ~.th, . flv' pero.nt (5X) dt,count of
the t.x Plld I. .llowld.
TM 1SiC taM MI'IIsb non'partlcip.tlon p.naltv It eoaputed on the total of thl till and Int"r..t ......H, .tnd not
plld blforCl January 1', 1996. thl first da)' Ifhr the flnd of thl hM a.n..ty perJDd. T"II non-plrtlcip.Uon
panllty I, ,p~.,lebl. In tho In.. eann.r nod In the thl saw. tl~ Plrlod .. you would appe.l thl tlM and 1nt.r..t
th.t hi' been .......d I' Jndluatld on thl. notlcl.
Int.rllt It ohergld big Inning with flr.t day of dellnqulncv, or nlna (9) aonth. and onl (1) d.y frOll thl d.tl IIf
dI.th, ttl tM d.t. of pay..nt. Tallt. which blc... dlllnqu.nt before Jlnulry I, 19&t b.ar Int.ra.t It thl ret, of
.11I (6iC) p.runt plr ennu. c.lculahd at a dally ",tl of ,000164. All tflXII which b.e... dll1~t on tnd .ftlr
Jenu.ry 1, 1912 will bI.r Int.r..t at n r.tl which wlll vary frail a.lend.r y..r to o~l.nd.r y..r with th.t r.t.
announced by the PA O.pert..nt of Re'J.nue. Th. ItPpllcooi. lnt.rut rat.. for 1911 thrOYgh 1991 .rll
'!!!.!: Int.r..t Rat. P.!!!t..J.a1!r.!!.Lf..!~ :!!.!! tntlr..t Ret. D.IIY Inter"~ Fletor
1911 20iC .000541 19117 .~ .000147
1915 16iC .000411 1988-1fll 11:< .00n01
l"~ lliC .00nOl 1992 .~ .00OZ~7
1915 lSiC .000SS6 1991-199~ 7Y. .000192
1966 10iC .000274 1995-1991 .~ ,OOOZ4t7
'.-Int.rut It c.lcullt.d .. follow'l
INTEREST. BALANCE OF TAM UNPAID M NUNBER OF DAYS DELINQUENT M DAILY INTEREST FACTOR
--An)' frMt1c:. I..UId Ifhr thl hx bleOll.. delinquent will reUlct an II,t.rllt cllouhtton to f1fte... (II) .VI
Hltond the d.te of the ........nt. If p.y..nt It ""d. .fter the Inter..t OOllfKtt.Uon d.t. thoI.fn an the
Notice, addlUon.1 lnt,,"t .u.t b.. clleuhtld,
,
_01'
NOTlCEI
To 'ulfUl thl requlrtHrltt 0' 'MUon U~, (b) 0' the Inhtrlhtnoll 1M Elht, hI( Aot, Aot U of 1"1.
(7/ p,', ,..tt.. '1411,
PAVHENT I
Otit.oh t.... top portion 0' thh NoUOI Ind lutHlH MAth your PIYMnt to thl Regilt.,. of Nllll pdnted on the
rlVlr.1 .Idl.
". HIke check or 1IOnI)/ orb" p..~llbl. tOI REOIITER OF MILLI, AOENT.
REfUND (C'Ul A ,..fund of . tllC or,dU ..y " ,..qu..ted bit Cl",ltU". en "Appl1olUon 'or A,fund of Pennlwlvll,d.
InhtrUenol Ilnd flbt. hlC" (REY-UlJ)' ApplicIUOl'l' Ir. IVlIillbll It that Offlol of thl Rllht,r r;' Wl1l1,
....yof thll Z3 RIVenul Dlttrlot OHio.. or fro. thl D~.rt..nt'. 24-hour ..n....rtn. "f'vlol Mullb.r. for for.. ordldnl'
In Pennlylvlnlt l-aOO-S62-?'OSO, out.l~ Penn.ylvenl, and Nlthln lo~.l Hlrrl.bur, .r.. (717) 7.7-a094,
TOOl (717) 77hl2SZ (H..rln, 1."llrld Only),
OBJECTIONS. Any pI,.t)! In jnt.r..t not ..tltUed with thl .........nt of UK III .hown on thlt notlcl '.'11 obj.ot, wHhin
..hlty (60) d.~. of rttdpt of thit Notl~. h~l
~-wrltten prot.tt ta t"'- PA Dlptrt..nt of R.".nuII, lotrd of App..h, Dept. 281021, Hlrrhburg, PA 11121~1021, OR
...1eetlne to h.". tho ..ttlr d.ttr.ln.d .t audit of the p.r.onal r.pr.'tnt~tl"l~ OR
~.opp..l to th. Orphan,' Court.
.OHIN~
lSTRATlYE
CORR€CTlOHSI Fletull Irrorti ditcovtl,.d on thit ..........,t ,hould b. ..ddr....d 1n wrltlne tOI PA nlp.rh..nt of AI"ImM,
Bu,'..eu of Indl..,htu.l Tu.., ATTNI Po.t A.....unt AI"i... UnJt, Otlpt. 210601, Hlrritbur., PA 1712'-01101,
Phone (711) 117-6505. S.. pea' 5 of the booklet "In.truetlon. for Inh.rltanc. Tlx Return for I At,ldant
DtcMient" (REV-15011 far M nplanaUon of 1tdII1nhtl'aU..,lly corr.ctabl. .rror..
PENAL TV I
Tht 15jC tall ..-nI.ty non~plrticlp.tiun p.nl1t~ Is COlIPuttd on the tota.1 of tM t.1C end Int.r...t ...."ed, end not
p.ld before Janu.r~ 18, 1996, tt,. fir.t d.y lUll' thl tnd of thl tlX un..ty p.rlod. This nan-p.rtiolpation
pwtllty it 8Ppt.hol. In the .... ..nn.r end In tM thl ...e ti.. p.r lod .. YOU IIfOUl~ app..l thl \IX end int.r..t
thllt h., Han .......d .. Indlcat.d on thit noUn.
INTEREST I
For d.t.. of d..th on or after' 10-]-91, PlnnlYlVlmh E.t.t. Tax b...d on the F.dlr.l E,tat. hx
rlturn blc~, dt1Jnquent .t thl 'XPH'.Uon of nln. (091 IDDnth, frill th41 dlte of delth.
For d.t.. of death prior to 10-]-91, P.nn.~lyanl. E.tet. T8x o...d on the F.d.rel E.tat. T.x r.turn
blc~' d'll~quant .t the ..plratlon of .Ightaan (IS) IOnth. f~OI thl data of delth.
T'M" which bto... delinquent b.for. Janulry I, 1912 b.lr Int.r..t It the rlt. of ,Ix ('~) pero,"t par &nnuI
cllculated .t . dailh r.te of .OtlGI6it. All tell" whloh bac... d.1Jnqu~t on or .ft" Janutr~ l, 19U ..111 Hlr
lntlr..t at I r.t. which .111 "Iry fro. olllndar y..r ta cMltnd.r y..r with that r.tl announo.d by the PA
Dtpllrtunt of A.,,~. Th. tppllcabJ.a Int.r..t ratl. for 1912 through Inl arll
V..r Int.r..t R.tt O.UV' Inttrut fltOtor V..r Int.r..t Rat. DillY Inter..t F4Hltor
1912 ZOiC .OCl05itl 1'81 0% .0002tt1
1911 HiiC .0000' 19"~1991 11:< .000101
10.. IU ,OOUOI 10'" 0% .OO021t7
19U 15:( .000556 199'-19~ 7% .000192
10.. lOX .000214 19n~I99. OX .000241
uInt.r..t It o.lculatad .. followll
INTERElT . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAn~ Motlo. Ittutd Ift.r the ta. beoOM' dlU,",,*,t will r.Uect ." Inter..t c.lcul.tlon to flft"" (1) dII~.
bIi~ond thl data of the "fli....."t. If PI~lt$'jt it uctI IIft.r the Inter..t oOllpUhtlon det. .hoNn un the
NoUc., HeliUon.l Intar..t IN,t be caloulated.
/'
../
PAI'IENTt
DetMh the top porUon of ~hl. NoHoe iIInd .ubIllt wJth your Ply.ent .ldlll plY"!' to ttte nil. and Hdr...
printed on thli rly.r.. lid..
.~ HIk. check or IOnlY order Plv"1_ tal REGISTER OF WILLS, AGENT.
REFUND (CA)I Ii r.fund of . tlM cr~tt, which WI' not r.queUed on the TIM R,turn, "Y De ",qul.ted by c01IP1,Ung an
"Appllc.tlon for Refund 0' Plnt'lly!';anl, InhlrltllnC' and Elleh Tlk" (REY~13U), Applio.tion, Ir. .vlIll..I, It
t.,. OfficI of the Rlght.r of W11l1, MY (If thl 23 R.v.nuI Diltrlot Offlo.. or frail thl Dlp.rt..,t', Z4-hour
.......rln. ..,.,,101 f\UIIb.rI for for.. C1rd.rlnlll In PtnrtlylvWltl 1-800-36Z-2OS0, autlldl PtM'Ylvlnl,
and within 10(1.1 HPirrhburg .r.. (111) 7'7-1109"', TDOI (117) 772-2252 (~.rlnll 1..lr.d only),
REPlV TOI
ou..tlone rfll.rdlng .rror. conhlMd on thl, notlc. .hould b, .delr..." tOI PA o.,.rtHnt uf R,V.nuI, aur.au
(If Indlvldu.l TaICt., ATTNI Pa.t Au.,lMnt R,vl.w Unit, D.pt. 210601, Herrl.burl, PA 11'UI-0601, PhoN
(717) 117-6505,
DISCOUNT I
If In~ tlX due It paid wlttlln thrH CU ell~,r lonth. ,fter the d,CI.ont'. d..th, e flv. p.rclIlt (IXl dhcc.unt
of tht tlx plld hi t1110Wfl1,
PENAL TV I
the 15:< tOIt ..".,tv non-plrtlclpatlon PlIlllt~ 11 COlllflutld on th, tote 1 of thli tlM and '"tlr..t ......u, IInd not
paldblfor. J.nu'r~ IIIj 1996, thl flr.t day .ft.r thl end of till tllC a.n..t~ Plrlod,
INTEREST I
Int~r..t It ohlrgad b.,lnnln. with fir.t da~ of dll1nqu.ncy or nlnt (9) Rnthl and one (1) d.y frOll thl deh of
dllth to thli d.tl of P'Yllnt. Tlx" whleh b.o... dtllnquant btfor. Janulry 1, 1'&2 bl.r Int.ra.t at the rat. of
.Ix (6X) perclnt plr tnnUm c,loul.tad It . a~lly rltl of .OOOI6~. All tIXI' Hhlah blo... d.llnquanl on and Ift.r
JlnUlry I, 191Z ~Ill bI.r Int.r..t It ~ r.t. whleh will v.ry frol ellQnd,r year to ollendlr YI.r with that rat.
ennounc,d b~ the PA D"lrt..nt of P,v~" Thl IPPllc~11 'nt.rl.t rat.. for 1'.Z through 199. .rll
Vllr Intlr..t Rata D.lly Int.r..t F&CItor Vlllr Int.,ut Rlt. 0111'1 Int"..t Fl4ltor
1912 2(1:< ."OOS~. 1917 .% .000Z'7
1915 16% .0000. 1911"1991 11;( .000501
I'" 11;( ,DDOSDl "92 9~ .000247
1915 IS:< .000356 1"]-1994 7% ,0110192
..., lOX .000Z74 1995-199. .% .OO02~7
ulntar..t II cllcullt,d .. followlI
INTEREBT . BALANCE OF TAX UNPAID X NUNIER OF DAYI DELINQUENT X DAILV INT8888T FACTOR
"Any NoUel tuuM ,ft.r tha t'M bec<*tl dtllnqufmt will rlfllet In Int.,..t aelculltlon to flft"" nl) dlY.
b.yond the det. of thtl ......unt, If P_Vlltnt It ... IIt,r thl lntlr..t CNP\ltlUon d.tl Ihown on thl
Notlc., Iddltlonll Irltar..t IlUlt be o.leultttd.
-~ p.=-'
PAVtl;NT,
DttMh the tOP portion of thllMotlca end "U 111I1 th your ply..,t .eda pavnll to the n... and IdcIr...
prlnt~ on tht rlverse side.
n "ek' oheo~ or HMV order p.ylbll tOI REGISTER OF WILLS, AGENT,
REFUtID (CR)I A refund of . tlM crldlt, which MIS not requelted on thl ToM Return, IIV be raquelted bV oOllPlatlnt In
"Applioation for R.fund of Pennlvlvanl. Inhlrlteno. end Estlt. 1.x" (RE~-lS1S). Appllcatlonl .ra evall1D1' at
thl Offlol of tht Rllhtlr of W!11D, MY of the n RaVln\l1 Dhtrlct Offlc.1I or frol the Deplrt...,t'l 24~hour
Inlwerlng .arvlc. nu.bars for for'l ordlrlnl' In PonnsylvanJ. 1-600-562-2050, outslda Penn.Vlvlnll
Md Nlthln looal tt.rrltburg Ir.. (717) 787-8094, TOO' (117) 772-2252 (H..rlng I.pllred onlY),
RE.PlV TOI
GuI.t1onl rlglrdlng Irror. Oont.iMeI on thh noUo. .hould b'l Ilddre..ed tOI PA o.pl"tHnt of R~M"IUI, BurlttU
of Indh,ldu.l TIMI', ATTNI POlt A....."""t Revl... Unit, D..-t. 210601, Hlrrhburg, PA 17121-0601, Phon.
(717) 78;"-6S0S.
DISrOUNY,
If any tlM ctul 11 plJd wlthl" thu. (S) caland.r IIOnthl IIIftlr the dlc_nt', daath, aflve par cent U:O dhClount
of thl taM Plld t. Illowed.
PENALTY I
Tha 15i( taM ..,.Itv non-p.rt1olp.Uon penlllty II cOllf)utld on the tote 1 of tha tlM and Int.r..t ......ad, and not
p.ld b.fora January II, 1996, the flr~t d.v aftar tha end of the t.M Ian..ty plrJod.
UfTEREST I
tnt.ra.t It chargttd beginning with flr.t day of delinquencY or nln. (9) tonth. lmd on. ('1) day fro. the dlt. of
d..th to tht elltl of pay.ent. riM" which blc... dell~..,t bdorl January 1, 1912 bI.r Int.rl.t .t tt. nt. of
.he (6i() parc.nt par IMlM calt-JlItad at II daHy rata of .000164. All t.Mfta which bee... delinquent on IInd aft.r
J"",ary 1, 19a2 wUI ba.r Int.r..t at . rllh whiCh wUI vlry froa C111andar ya.r to ell.nd.r y..r with that I,.t.
~ounoad bv th. PA Depart..nt of R.v~~. The eppllclbll Int.r..t rlt.~ for 19.2 through 199. .r.,
V..r Intll'..t Rat. Daily Int.r..t Factor Vllr Inter..t Rat. DaUv Int.,...t FlCltor
1912 2GiC ,000541 1987 OX .000241
19&5 16X ,000451 191'-1991 11i( ,000301
191'" 11% .000301 1M' OX .000247
1985 ax .000U6 199J.199l1 ZX .OGOI92
1966 10% .0OO27't 1995-1991 OX .000241
-.tnterl$t I. c.lculltld a. followl'
INTEREIIT . BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINqUENT X DAILY INTEIlEIIT FACTOR
"Any NoUeI I..utd ,U.r the teM beco... dalinquent wUI reUact ." Intar..t caloulation to flftaen US) dan
beyond the d.t. of the ......Hnt. If ply.."t II ... after thl Intlr..t coaputatlon dlte Ihown on the
Notlcl, ftddltlonal Int.r..t ault b. calcullt.d.
PAVHENT I
Dlhoh thl top portion of thh Hotto. 1M .ubl;lt with '1our ply..nt IIIl1dl plylble to
prlnt.d on thl rev.r.. tldl.
\(~,
():,
eddrll'
!1
fl.,
t:r:i
tf AESID!HT DECEDENT "akl ch.ck or Money ord.r p_Vlbll tOI REGISTER OF WILLS, AGENT. ~~
If NON-RESIOENT DECEDENT .flkl chl"k or 10lllY ord.r peVlbh tOl COf1HONWEALTH OF PENNSVLVANIA,
l'~Q
t: f;l
.:1
the nil.' and
-n
-'
REFUND (CA)1 A r.fund of . tlX or~lt, which w.. not rtQUllltld on the 1Ix Return, allY bl rnque.ted by eOllplltlng WI
~Appllcatlon for R.fund of Penn.ylvanla tnh.rltanc. In~ E.t.t. T~x~ (REV-1Sl!). Applloatlont Ir. avallabl. It
Uti Office of the RIghter of ,Hils, any of thl 23 AI\'.nue DhtrJot Offlo.. or fro" tho Dlpart"'"t" 24-hour
,""..rJng ."vlu nullbl" for for.. ordll'1ngl In Plnn.ylllM't11 1-800-36Z-:!050, outl1d. Plnn.ylvanle
and within loul Htrrhburg ern (717) 787-8094, TDD. ('/'17) 77Z-22S2 (H..r1nA IllPalred only),
RfPlV TOI
OUI.tlon. r.gerd1ng ertor. oont.lnld on thil noUol .hould be Idd"...d tOI PA n.part.ent of Revenut. lIur.."
of IndlvldulIl lIlX", AllNI po.t hl....."t R.vl... Unit, nlpt. 280601, Herthburl, PA 17128-0601, phonl
(717) 787-6505.
DISCOUNT I
If eny tlX d~ II paid within three (3) ell.nder .onth. eft.r the dlcld.nt'. dl.th. I flv. perolnt (S~) d).coynt
of the tex plld I. allu...d.
PENAL (V:
Th. 15~ tlx ","I.ty non-p.rtlolpltlon plnlllty I. co~ut.d on the totel of the tax and Intlr..t ......Id, and not
p.Jd blfor. Jlnu.ry 18, 1996. thl fir.t da~ .ftlr the Ind of the tlllC e."..ty plrtod.
INTEREST 1
Intere.t I. ohatged blglnnlng with flrllt day of dellnqu.ncy. or nlnl (')lIonth. and 0'" (1) dey frail the d,t. of
d.-th, to thl ~.tl of plly..nt. TalCI. whloh blea.. dlUnqulnt b.for. J,nulry 1, 1982 bur Inte,...t at thl "tl of
,Ix (6~) pltClnt plr ennUM celcullltld at a dilly rata of .000164. All taxe. which ble..e dlllnqu~t on .nd If tar
Jllnuaty I. 1982 ..Ill blllr lnt.r"t at a r.tl ..hlch ..Ill vary froll calend,,. y..r to oallnder Ylar with that rat.
IInnounllld by the PA Dlp"t","t of R_v.nul. Th. IPpllcebla Internt reta. for 1982 through 1998 Irtl
Vllt Jnt.rut Ret. Dally lnter..t factor VI.,. Inhr..t Ratll naUy Int"..t Factor
1'82 1.0X .000548 1987 9X .000247
1983 16Y. .00041. 1988-1991 11 Yo . 0~030l
1984 11% .000501 1992 ,Yo .000247
1nS 11% .000556 1993.1994 n .000192
1986 10% ,000274 1995-1998 9X .000247
--Int"l.t I. oalculat.d ~. follo"'1
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'-Any NOtlCfl IUUld IIfhr thl tlftX boco... delinquent will rlflect an Int.rut celeulatlon to f1ft'.n (15) dlV'
b.yond thll date of thl eueU..lnt. If payllllnt 11 lIIada IIftar thl Int"...t cOllputatlon data .hown on the
NOtlCI, addltlona} Int.".t IUlt b. elllculttted.
PUAf>OSEllf
NOnCE I
To fulfill thI rlqulr-.nb of Seotion 2145 Ib) of the Inhlritance Met Eltat. TOl< Act, Aot 21 of 199&. (72 P.S.
Seotlon 9145).
PAYMENT'
Detach tn.'top pottlon of thh HoUo. end lubIllt with your pavnnt to the RlIllbhr of N11l1 prjnt~ on the
r.ver.. .Idt.
.- Hakl chIck or MOneY order payable tOI REGISTER OF WILLS, AGENT.
REFUND (CA)1 A refund of II tllM oredIt IIIIY b. raqu..t.d by co.plating an "Appl1oaUon for R.f~Hld of Pannlvivant,
Inhtrltano. 1M Eltet. "ax" (REV-I!l!), AppllcaUon. lira IveUable at ttM Offl<lll of the Righter of WIUI,
liMY of the 23 Revenue Dhtrlct Offlo.. or froll the Depart..nt's Z4-hour .n....rlng UtvlOIl nUllb8rl for for.. ordedngl
In Pllnnlvlvftnla 1-800-362-2050, outside Pannlylvanlll and within looal Hartl'burg ar.. (711) 787-8094,
TDDII (717) 71Z~ZI!5Z (....rJng IltIlllted Only),
OBJECTIONS I
Any plrty In lnter..t not sathUed with tha (!Iu.,,".nt of t.x .s ahown on thh noUoe ".Y Object within
sixty (60) daya of reoeipt of thia Notioe bYI
~~writtln prot..t to the Pol O.p.rt..nt of Rtytnu., BaIrd of APp.ah, Oept. 281021. Harrisburg, Pol 17128-1021, OR
-~tiectlng tc heve the ..U.r Miter.lnad .t eudit of the per.ona1 repr..entaUvI, OR
--appDal to the Orph.ns' Court
ADNIN~
ISTRolTlVE
CORRECTIONS I Factual orror. dlsoovered on thl. ........nt .hould b. addr....d in writing tOl Pol o-part.ent of ReyenUl,
luruu of Individual TaMa., ATTHI POlt A.."....nt Revi.~ Unit, Dept. 280601, Harrtlburg, Pol 17126'.0601,
Phone (717) 767-6505. Sea pag. 5 of the booklet "In.truotlons fur InheritanlJ. T.x Return for a Relident
Deced.ot" (REV-IS01) for an expll!lnl!ltlon of .a.lnl.tretlve1y correctablt error..
PENAlTVI
The 15% till allnuty non-partloipatlon pI!Il'utlb h t'OfIPubd on tt.. tot.l of the tllM and Inter..t .......d, and not
p.id beforl J8nuary 16, 11196, the Urst d8Y lifter tha end of the tl)( 8MIIltV period. This non~partloip.t1on
penelty 11 epp8llUble In the ..... III.Mar find in the thl .UlI Un p.riod lit you would eWI.1 the till and Inhr.at
that h.. bun ..n....d 81 indioated on this notio..
INTEREST:
Additional Penn_ylvanie btate Tax a......d ftI a r..ult of a chang. on tM F.der.1 E.t.t. fax ololloa
latter blOOMS d.linqu.nt .t the expiration of one III Month fro", tne data the final notlo. of the Incr....
In feds,'.l Eltat. 'ex iii reo.lved.
TIIMe. whioh beo.." delinquent b.fore January 1. 1982 wiIlr Int.rut at the rl!lte of ,he 16%) paro.nt per tmnull
o.lculltl!ld at a dalh rete of .000164. All tI!lX.' lithloh b.e... d.linquent on or att.r Jll1Uar!i 1, 1982 will bear
intere.t .t . rate which ~ill vary frOM cel.ndar y..r to calandar year ~Ith th.t rat. announc8d by the Pol
Pep.rteent of R.venue. Tht .pplicab1. int.reet rateD for 1982 through 1999 ar.,
'!!!'! Int.re.t Rate Dally lntere.t Factor
~ Interolt Rate ~tIllr..t Facto!
1988-1991 11i:: .000301
199Z 9% .000241
1993-1994 n .000192
2995"1998 9i:: .000247
1999 n .000192
1982 20% .000548
1983 l6i:: .000438
19.4 Hie .000501
1985 13% .000356
1906 1OY. .000274
1981 9iC .000247
~-Intel'..t h calcul"t.d "II follow'l
IHTEREBT = BALAHCE OF TAX UHPAID X HUHBER OF DAYS DELIHQUEHT X DAlLY INTEREST FACTOR
nAny NoUc. h.,Nld I!IIftet' lhe tax beco.all delinquent will r.fI.ct IIn inter..t fl.lcuhtJon to fift.en (IS) day.
beyond tha det. of the ananlKlnt. If payaont it ..de rlfhtr the inter..t COItPutllUon d.ttt .hoIoIn on the
Notice, addltlo"al lntarest MUlt be ~IIICUlatfid.
.
" "lJr.-.
PAV~NTl
OltlCn tht tap porUcm of thll NoUel and sub.1t .UtI wour ply..nt ..dI payable to tht n... Ind addr...
printed on thl r.v.r.. lid,.
u Hakl ohlok or IIIonlY ordar PlY,blt tOI REGISTER OF WILLS I AGENT,
ReFUND (CR)1 A r.fund of . tiN cradlt, which WI' not r.qUI.tld on the riM Rlturn, ..y ba r.qul.tld by co~l.tlng In
"Appl1C1IUon for R,fund of PlinnlylvltlllI Inh'rltanol and fltth Ta)!" (RE\I>13U). Appl1olUon. .r. Ivtl1abh at
tha OfficI of tn. Rlgl.ta,. of Willi, ~ny of the 23 R.Y'~ DI.trlot OfficI' or frol the napart..nt', Z4.hour
an,wtrlng ..rvlel nLl/llb.r. for 'UtU oralrlngl In Plnn,yllillOla 1.aOO-!62-20S0, Clut,ldlll Ptnn,.,Ivftnla
and within loul Harrhburll .r.. (717) 787-8094, tDD' (717) 772-2252 (Hurln" IIlPlllrtd only),
REPlV
TO,
Queitlon. raa.rdlny .tror. ~ont,ln.d on thls not Ie. .hould bl addr....d tOI PA D.~art~.nt of R.~.nu., Bur.au
of Individual Tlx.., ATTNI Po.t A.......nt R.llllw U"It, O.pt. 280601, H.rrlsburg, F'A 17128-0601, PhOnft
(717) 181'"6505,
DISCOUNT I
If any ta~ dUI I. paid within thr.e (3) cal~ndar Month. aft~r thl d.e.d.nt'. dlath, . filii plrClnt (5%) dl.count
of the tlM plld I. allowed.
PENALTV,
Th. 15% tlM ..n..ty non-p.rtJ~lpatlon panllty I. oOMputed on tht total of tha taM and lnt.r..t al.....d, ,~ not
paid blfor. January te, 1996, the fir.t day aftllr the end of th. tlM alllnuty pariod.
INTEREST I
Int.rllt Is charged b'alnnlng wJth flr.t dlY of d.l1nuu.ney or nln. (9) _onth. .nd on. (1) day froll thl dati of
de.th to thl dati of ply..nt. TaMeI which baen. d.lInquent b.fare January 1, lUZ b..r Inhr..t .t the rlt. af
IlK (6:0 pe,c.nt plr annulIl clIleulatad at ,. daUy rat. ot .0(10164. All taM" whlch blealll. dlllnqulnt on and aftlr
Jlnuary 1, 1911Z wlH blar Int.r.1t at III r8ta whIch 101111 vary frail calendar year to callndar Yllr with that ratl
announcld hy the PA aIPlrt.ln't of R.VlnUI. Th. applicabl. Int.,...t rat.. for 1982 through 19911 ar.l
'!!!!' Int.,...t Rat.
Dally Int.r..t FI~tor
Vlllr
Intlraat R.t.
D,111 Int.rl.t f.~tor
lCfal lO% ,000548 19117 9X .000247
19l1J 16% ,0004511 1988-1991 IIX .000501
19114 lli ,000501 1992 9X .000247
19l1S Ui ,000556 1995-1994 1% ,00019,
19116 10% ,000274 1995~1991 9% ,000247
8"Intar..t 11 Calculated .. fol10wII
INT~R~ST a BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NOt1C8 Iuuld aft.,. the tu bloo... d.Unqulnt will refllot can Intar..t o,l~ulltIOf1 to flft...n (15) day.
beyond tha dlt. of th, ........nt. If plty..nt 11 ..d. .ft.r the Inter..t co'puhtlon date .hown on the
NOtlClI, Idd1tlonllll int.r..t .u.t b. elllcuhtld.