HomeMy WebLinkAbout97-00304
Oath of Personal Representative
Commonwoalth of Ponnsylvanla
County of 00IlI~l(V( CUMBERLAND
The Petltlonerlsl abuve.namlld sWlIar(sJ and sfflrmls) that tho statements in the foregoing Patltlon 'are trUll And
corruct to tlm hast of tho knowllIClgll and bullef of Petlllonar(sl and Hlst, as personal~, JI.L.\lSGntatlvG'(s} Of, the Decedent,
f'otitionor(sl will well and trlllv administer the estala accofding to law, \, ' R W ,~ r?W
SWQrn to and afflrnwd and suhucrihod "-'---"7ot.;;0f)1{T~ I C&~.' '-...,.~); -"~,"'~'i'-..'"
hafora me this ,_..,!co.T.H ....... .... day of Iii 'f/ /7 I ( I ( "
o '
t'
MARCH lfl97 .. '
'1i-'uo"(JiJ.j~:~~~,~f\ j~ I~}j;) ~t~ ' ' )2~, ~ "> ~
~OMARY C l.EWIS.--.----.-- .-.....--....-------,..-..-...-..--....-.... -..-,.
--.
DECREE 01' HEGISTEI1 II
Estnte Of....._,ai!f.iZt:.=.._...;J~..L1ft_~ceased
also known as ~ uk ,.____~~~.~___~~~_~_~__~_.~_~.~__
Social seCllrit~ /;~UZ:1... late ~f Death: --J~..L}I1-cz.t---..
AND NOW, _.. (l'l/T~~J1.1 tJ, 19l1, in consideration of the Petition
on the reverse side hereon, sa,tisfactory pro~~~ been presented before me,
IT is DECREED that Letters [<<Testamentary U of Administration
are hereby granted to ..-iM-f~it.:.tL
No,
21 " 97 - 304
k I 11.,11.(.' '
I ",,,<lq,'" .,1',. ,j., "M'! ,> 'il';~.'IO.I','- ".."" ,J', ,,;, ",,,!,,h.,
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent,
FEES
Affidavit ( I""",..,..",,,
Extra Pages ( 5 I,,,,,,,,,,,,
CodiciL,,,,,,,,,,,,,,,,,,,,,,,,,
Short Cortificate(sl,.J~L $
$
$
$
$
$
$
$
15.00
'1J~j),1' J/" G ;j~~ ~lJ11L~J17~"
.~O----:Qni8Ift( of WHls !..l1fl
MARY CLEWIS
I
I
:'
~
l
Letters""",,,,,,,,,,,,,,,,,,,,, $
235.00
Renunciation" ,,,,,,,,,.,,..,,
15.00
JCP Fee,....."".""."."",
5.00
Attorney; L/iE3 t:.,1.€A_I!d-~
~~~/1~~ -~rtfd/(J7
._ ~ j;;'f(~ <L/2//~f =:L2_L
TelePhone;_-2l2-:::...........:r.s..i ~ ;2d;9{AJ
DATE FILED; _____,..,_..
inventory & Tax Forms",
Other"""""",.""."""",
TOTAL"""""..", $
270'00
RW-7.
Mailed letters and order to attorney on 4-2-97.
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COMMONWEALTli OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I,
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Ul
JOO
b.ing dulV '
D'AMlm
~__'"____'________'C'_'_~_ '__~n__~__~_~~___~___.__.__~_<<,,___._ u_._..~__
- .ccordlng 10 low, d.posel odd says Ih.1 h. -,.ia,tha-Executor.__
,-- of th. Ellole of --Cla.1;,",.R.~ld,__...m.~_....,.._~_~.."
1.1. of New Cumberlond ,-- ---- ....~, Cumberl.nd Counly, P." deco..ed .nd Ihot Ihe
wilhln I, .n Inv.nlory m.d. by ,..___hltlL.............. ___.., Ihe s.id........lli<O"Qh1.tlli'..
of Ih. .nllr. ..1.1. of ..Id d.c.dent, conllstlng of elllh. p.rsonel prop.rly and r..1 ..tot., except rool ..tal. outsld.
tho Commonw..llh of Pennsylvania, and Ihal tho flgur.s oppollle .ach 110m of Ih. Invenlory r.pr...nlll's f.lr I'.lue
a. of Ihe dot. of dacedent'. death.
, , ~l<OJ:ll,
..--..__ .nd lub,cribed b.for. me,
/.----~
~J_'~l(~~cr "/ICt,,-'€:v..rv~_,._
Jon D' Amico, Exenut.. l(lUlolbIkHIflQ( of the
Estate of Clare R. McDonald,
.., --~--".., ,___ deceased.._____,..,..___"....__,
O.le of Oe.lh
March
Nolari.1 Sool oWY Pc 1700
Carmeln JOBophClaudlo, N 1110 Co 11y
I.owor BY/Cllal," IJ'Pp';'r~s.~~b, \0, 1 98
My Cummlss on ~x
17
.1~~New Cumberland,Pa. 17Q.?,Q,_",__
Add.e..
1i ss j on EYpires
..-....._~_.._-_..._..._--~-------_..-
1997
D.y
Monlh
Year
INSTRUCTIONS
I. An Invenlory mu.1 be filed within Ihr.. monlh. aft., appolnlm.nt of personal repr...nhllv..
2. A .upplement Inv.nlory musl b. filed wilhin Ihirly doys of dlscov.ry of additional....h.
3. Addition.1 sheets may b. att.ch.d os to p.rsonally or r.ally
4. See Articl. IV, Fiduclari.s Acl of 1949,
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I Fon DATES or OEArH ",prim li!1J1/Vl cHECK flaRE
IF A ~IPOU~^L 0
J;.Q.VERTYCRfI01T IS GLAIMED ___,.___
FILE NUMBER
.-~'I
COM~~~~~tW\'lfl,l\!(N{'Ilcr~^,IIA
H^nRI!;Hn~~,;;t'k~q'\i~-" ono I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
301/
NlJMRl!R
REV. 1800 EX .(7.904)
COUNTVGO()E!
DECEDENT'S NMAfi (LA!Il, fq!mf, AND MIUOlfi INITIAL) OEClmr:NT'!j C:OMPl.Htt. ADonliSS
, McDonuldL..!!1.nro 1\ 810 e"ro1. eirdo
SOCIALS~CURlTYNU'MU<n tle;;;;;;;;.;;,----- ;;-;;'''''''''''"1"-- Nuw Cllmborll1nd, Pu, 17070
1.89-1.8-3563 03/1.7/97 Ul/23/1921
C(JlInl~ Cumboe lnnd
(iF APPlICAr.1LEJ SURVIVING SPOUSE.';-N~M1~(lA~rlRS'.NillMiU, Ol'Elt~ITI^L)r'O~IAI. 9tCURI TV NUM;;;:; AMOON;AEcE,VEO (SLf.ltiSTAUCTIONS)
.J.. 0 . 00
X 1, Original Relllrn --OZ' Supplornunlal Holum
4. limited Estate D 48. Future Interest Compromise
liar d'lles 01 d.alh 01101 12..12-02)
[ID 6. Decedenl Died Testate D 1. DE/cedent Maintained it living Trust
,....J~~I Will) (AII~ch a copy 01 T!usll
C pALL CORRESPc>NOENCE ANO CONFIDENTIAL T~~ INFORMATION SHOULD BE DIRECTEO TO!
R ~ NAME COMPLETE MAILIHG ADDRESS
~ ~ Les li"!. B. Hand1.er
S N TELEPflONE NUMGEA
T 71.7 238.2000
1. Real Eslat. (Sch.dule A) 1
2. Stocks and Bonds (Schedule BI (2)
3. Closely Hold Stocll/Partnershlp Inl",,1 (Sch.dul. C) (3)
4. Mortgages and Notes Rocolvabll;t (Schedule D) (4)
5, Cash, Bank fJ.poslts & Mlscallaneous Personal Property (Sch, E) (5)
6, Jointly Owned Properly (Schedul. FI (6)
7. Translers (Schedule G) (Schedul. l) (7)
8. Total Gro," Assets (lotaILln.. '1-))
9. Funeral E~penaes, Administrative Costs, Miscellaneous
Expan"s (Schedule H)
10. Debts, Mortgag. l,labUltI... liens (Schedul. I)
11, Total Oaductlons (total Lln.s 9 & 10)
12, Net Valu. 01 Estate (Une 0 mlnuR Une 11)
13. eharllable and Governm.ntal aequests (Schedul. J),
14. Net Value Subject to Tax (LIne 12 minus Lln. 13)
15. Spousel Translers (lor dales 01 dealh alter 6-30-94)
S.e Instructions lor Applicable Percentage on page 2,
(Include values Irom Schedule K or Schodule M,)
16. Amount 01 line 14 taxable at 6% rate
(Includ. value. Irom Schedule K or Sch.dule M,)
17. Amount of Line 14laKable at 15% rate
(Include values Irom Schedule K or Schedul. M,)
10. Principal lax duo (Add tax Irom Lln. 15, 16 and 17,)
19. Credlts/Sp Poverty Prior Payments Discount Inlerest
,O.OO~OO.UU, + 526.32 _,_
20, II Une 191s greater than Lln. 10, .nlOl Ihe dlllerence on Un. 20, This Is Ih" OVERPAYMENT.
~ 0 ICh.c~ h....1I you_a.. requ..Ung a r.lund 01 your ov..paym.n~
21, IILln. 18 Is greater than line 19, .nter tha dlllerence on Un. n This Is the TAX DUE,
A. Enter the Inlerest on th9 balance due on Llno 211\.
B. Enler Ihe tolal olLln. 21 and 21A on L1n. 21B, This Is Ih. BALANCE DUE.
Mak. Ch.ck P. able 10: Re I.ler of Wills, Ag.nt
.. .. BE SURE 1'0 ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Uii"derjiirlili1e!l of pellurY~I,". th.t I have Illlamlned this ratum, Includlfl91lrcompnrrylng ilchedules and sllltolroenll, and 10 the best of my knowledge .nd bellflt, Ills true,
correct ~nd complete. I decla,eUllltall rell CI!llatfl hn been reportod .llrUll market valoo. Doclarallon of ploparor (Ilher than lha personal reprellenl.llvelll basud on .lIlnforl1l.tlo/l 01
which pr.p.rar h.. any knowledge.
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YEAR
06,
8,
Remainder Return
(lor date. 01 doalh prl~r to 12-13-82)
Faderal Estate Ta:< Aeturn R9qulrod
Tolal Number of Safo Deposit Boxes
31.9 Murket Street
H!lT:risbur PA 1.7101.
85,000.00
66,645,29
None
None
61.,359.57
None
870.1,0
(8)
213,875.~7
(9)
32 ,715.66
(10)
974.24
(11)
(12)
(13)
(14)-
33,689.90
180,185.77
180,185.77
(15)
O.OOx
:
0.00
(16)
o. 00 X ,06 :
0.00
(17)_
180,1.85.77 X ,15:
27,027,67
(18)
27,027.87
(19)
(20)-
1.0,526.32~
0.00
(21)__~01._52...
(21A) 0.00
(21B) 1.6 ,501.. 55_
SIGNATURE OF peRSON ReSPONSIBLe FOR FILING AeTURN Jon D' Amico
"i.' " L/'iY';<L,-EXQ8 ' ; ~~~.ti~~~~~'1a~~:;~~~'-Ti670..""""_..""....m....
SIONATUAE OF PAEPA~ER OTHER TH REPRESEN~
,-I f ---I {;/'\ ~}.-~ _~!'_r:~?U~!_~~~....""_... -........... - - --......
~--- ,'I Harrlsbu1Jl..LJ'A 1.71.01
.-' .....,..... _~_.,..._c_
"
COMMONWEALTH OF PENNSYLVANIA
We, Clare
)
I SSI
)
R. McDonald,"'-..........~I:l..~ ~ ~~\'U.
and ~~~ ~~~%I:~'" , the testatrix
pectively, whose names are sign~d to the
COUNTY OF DAUPHIN
and the witnesses, r
attaohed or foregoing instrument, being firet duly sworn, do
hereby declare to the undersigned authority that the testatrix
signed and executed the instrument as her last will, that she had
signed WillinglYI that she exeouted it as her free and voluntary
act for the purposes therein expressed, and that eaoh of the
witness~s, irt the presenoe and hearing of the testatrix, signed
the Will as witness and that to the best of their knowledge the
testatrix was at that time eighteen (lB) years of age or older,
and under no
constraint or undue ,influen;;,e. ~ &k.Cee.J
" Ii S"/t> l!'.(v/.-tl-A ,A,' A n. '7
'1-r,'tA..~residing at. f/t.iv" ~ 'A'Hr.,..e~((!I".... 'I-
reSiding at .JLz,;, .r~_ "
residing at ~:,~,; ......, ~
-'
residing at I+/j(, "?rl
u
to and acknowledged before me by
Clare R. MoDonald, the testatrix, and subsoribed and sworn to
before me bY--..,,:-,.~\...'\.CI\..~_~ ~~"U>.A .~.....
~.s:-. ~ ............~ , witnesses, this ~ day ,
1994.
Witness,
Witness,
Wi tness,
and
~~~~~~--
Notary Publio
Nolannl Sal1i
Pamela J, Crum, Noln~ PubIlo
IllIInobtJrlJ, DOllphln ()(]II111Y
My COI, ,mls!llon ElqjresAlIg, 24, 1996
IImb,,(, PQnji!iylV:lill~IJ\.lu;OcluU(jn 01 ~~o'iWies
SCHEDUl.E I
DEBTS OF DECEDENT,
MORTGAGE l.IABIl.ITIES AND l.IENS
~EV n 161Z EX. (1.9')
COMW~1~%'VA~~f'll"NI'
ESTATE OF
Pi.... Print of T ·
FILl NUM81R
5511 189-18- 3563
03/17/97
Clare R McDonald
ITEM
NUM8ER
1
2
3
I,
5
6
7
8
9
10
11
--
AMOUNT
32.86
19.70
24,71,
53.77
67.54
'27.31
219.36
8.92
146.50
55.25
318.29
OESCRIPTION
-
Termine" -home
Bell Atlantic/PA pholle bill
Pa. American H20 bills
AT&T Universal Card (Phone)
PP&L (electriC)
Neurological Associates .Medical Bill
UGl gas bill
Suburban Cable (1V(
Nationwide Insurance (auto) - rofund
Borough of New Cumberland (trash/sswer)
Real Estate Ta"ee (home)
TOTAL (0\150 enle' on line 10, Reca Itulallon)
(II more spece Is needed, In.er' addlilonal.he.'s of seme olz.,)
copyright (Q) '99" 'olm IOftW'" onlY OPSYlte"", In.;.
$ 974.2"
FOlf1't '&OOSChtldl,lI.I(f~tl..,.1.93)
,.,'
"
.lv,j"'lhl""1
ISTAlI 01'
'*
COfIWOHWI~\lH ()f "NH.nVANIA
INHII"AHC;I 'Alii 1"l.t.H
IUIOIH, HaDIN'
SCHED'ULE J
BINIFICIARIIS
_Clare R. McD:>nald
N~~~IR NAME AND ADDRESS Of BENEfiCIARY
I.
A. Ta.ablo BoqUIl'"
Ms. Mary 'Bixler
557 Juniata Ave., Swarthnore, Pa. 19081
2. Ms. Msrgaret M. O'Connor
4344 PalJrotto at., Philadelphia, Pa. 19124
3.
Ms. Mary l.l'Amico
111 Ashl'.QOd Way, Hl;Irdaburg. Pa. 17109
Mr. Leonard L. D'1\mico
111 Aahl'.QOd Way, Harrieburg, Pa. 17109
Ms. Marguorite F1ude
R.D. Ht, BOx 552, Sugarloaf, Pa. 16249
4.
5.
, 6. Ms. Dorothy Pentz
256 Silver Spring Rd., Mechaniosburg, Pa. 17055
ITEM
NUMBER
, .
cont ued on next page...
NAME AND ADDRESS Of IIENEflCIARY
B. Charllablo and Gavornmontal BoqUIlI"
1.
,"
fill NUMBER
RELATlON.HII' AMOUN', OR
SHARI Of ESTATE
oousin $1,000.00
friend $2,000.00
cousin $1,000.00
cousin $1,000.00
friend $500.00
friend $500.00
AMOUNT OR
SHARE Of ESTATE
none
'.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alia onlor on IIn. 13, Rt(apltulallan)
$
none
(II mort .pac,r. n,teI.eI, Inllrt aelelltlanal, .hllll of 11m' .1..1
...:.....'.....
.......'..,
...../
/5' /7() /(.'i
'fV,"OO EX. 111,911 BUPPJ.I<f1IWI'^J. HI':'l'LJHN 'OR DATlS 0' DIATH APTIR 12/31/91 (HICK IIIAI
,,~4J:9. INHERITANCE TAX RETURN ~o~::~l:~llnls CL~I",IIl[L
..\lW!h~ RESIDENT DECEDENT 'Ill NUMBIA
COMMONWEA1Tll 0' Pf,NNSYlVANIA (TO BE FILED IN DUPLICATE on -,,()LI
of,...,nMfNT?J M!VfNUe ' f ='
_ H_~R~lsfJl,PA_~h8060I-,- ___""IT.HREGISTEROf\Y1LLSI COUNTYCODE ,~I "YcE_.~~"."_",.,,
~;. ~"Mf IlMT, fiRST, AND MinmnmTlA{r.--.--_.__._"....,.--~-~_.__._.,. .l'iITTr)Yf-rr;5WeOM~(rrrAr}I')If~ ......-- --
McDonald, Clare R.
_ ~~c~:~~~~_~;;:;:=u..--- ~r~;~I/;~f;'?~r~'1~r2'~R;t; 921 (OW," ~~1~~;~01~~~~~e P. .1 7070
I] 1. Original ROlurn Iii 2, Supplemenlol Roturn [J 3, Remainder Rolurn
Ilor dOlO' 01 d.olh prior 10 12.13,02)
[J 4, limited E.lol. I I 40, Fulur. Inloroll Comproml.o [I 5, Fod.ral hlolo To.
(lor dol.. 01 doolh "fter 12.12.a2) ROlurn Roqulr.d
[] 6, Deced6nl Died restole I"J 7, Decftdonl Maintalnod 0 Uvlng Trull __ O. Totol Number of Sofa Dnpo\il B(J);O~
____..,,_ (AII~,h c~~~~__ IAllach c~l~!ru'I). .______." ,_,__~_..
ALL CO~RliPONDINCI AND CONPlDINTlAL TAX IN.ORMArtON SHOULD 81 DIRICTID TOI
M MAllINo-A'i>l5REsr'~-
,
Leslie B. Handler
ffiEPHONr.NUMBER ~---~ -....'---,-_._~--_._.~-
20, If IIno 17 I. groalor Ihon lino Ie. onlor Ih. dllforonco on IIn. 20, Thl. IIlhe TAX DUE. 120) __0' ..2ti,Q.99
A. Enter the Inferosl on tho bolt1nr.e duo on line 20A. (20A)
B, Entor Iho 10101 of IIno 20 and 20A on li"o 20B, Thll I. Iho BALANCE DUE, (20BI
Mak.c:h.c~ P,,~~b1!'OL~o~l.t.r"-' \VIII., A~.nt__ , , _ ......, ",,____ _".._,__
....81 su.rio ANswiflfiU"QUlfiTioNS'ONREVERSinsiD-EAN'P'"fo'RICiiECi(.-MATH...----.'.--.....-. - ---.
Under ponolllo', of perjury, I dedoro that rhave oKamif~ihis roturn, in.~I~;-~j~Il~-Z~;p~;.~ying,~h~dules~;d~~~nls, cmd 10 tho h-MI~fm.yk;,;wlodoe -~~b~Jli~f,
It I'true, correct and complete. I dod~'HO Ihol all roal oslalo hm h&6n roporlod ot true ITlClTkot V(lluo, Dodarolion 01 proparer olhar thon the personal rlJpr0101\1<llivo i~
bcued on olllnformallon 01 which prflpCHOI" hm 011)' knowledgo.
StGNAfUREO'LPr:~lfESPONSThTE"101fH[jN.G-RffUIiN . ktiDRfS-S, '. ',' -- -, --- ,. -----..... D-Al('~/'i;Yy.P-.----
..1.)1 /)fl--." I . .'.((?{'(IIP/f. ,Jon I)' NlI1cn, J~.xcclltCJr --.'
,,,,,rAfUifCO, F"~~r,o, 'Zj~,!j,fr,"~, m, '~, ~;AliVE-- 7b~9ESFll\-XXld SL, New ..CuJllbm:ldnd, i'd.17 07Q.. "",'n,' ~r;//,'"l::-/," ,
....1.41KuLLI" \l=dl:-::='1Lr?--.~_, :nfJ Mdl'krl Sl., "illTisburq. Pd. 17101 " --!.-~~?"tJ~
l"~s, 18 B. H n 81,
i
~
\!!
~fS
:z:9....
Ulf...
~
I
a~
.. Q
o Z
U 0
'"
,
,
v
HUMllr11
319 Marl;et Street
HmTi,;burg, Pel. 1710l
~L(.17-l. 238-2000
...._----_."--~-_.._.._----_.~_.~-~.-_._...__._"'..
,..__..__m....._~.____.__~.,__.~.._.._~__._____.."__._.."...._..
z
o
3
E
~
1. Roal E.lalo (Sch.dul. AI ( 11 ~,.._'--().{)o--,..,-_.."O
2, Slock. and Bond'ISchodulo B) I 2) --..---52l-.,QO~-..-------..G ~ ~ ~if
3, Clo..ly H.ld SlockIParln."hlp Int.ro'IISchedulo C) I 3) _____..Q....lliL.._...._.... ~ f' ii! '!.. Q
4, Morlgag.. ond NOle. R.c.lvobl. ISch.dul. 01 I 41 -..----O.'OO--.----...-,--b: =< Kf if,
5, Ca.h. Bank O.po.III & Mlte.llan.ou. P."onal Prop.rty( 51 ~...L2:Z6..,9!L..-___.._i-, -' '. '),
(Sch.dulo E). ~ " ( )
l I <, ,~tl
6, Jolnlly Own.d Proporly (Sch.dul. F) I 6) -..,_11.,00--..---...--::'; ( " ~ ~ iJ'
7, Tr<1O"." (Schedul. G) (Sch.dul. l) ( 7) 0.00 ---:1) g - 1ii
8, Total Gron AII.II (tolallln.. 1-71 ;t>;;j( 8) ,~~J~'L.~.._..
9, Funeral EKp.n..., Ad..lnl'lratlv. <':0.11, Mlteellan.ou. ( 9) 0.00
EKp.n... (Sch.dulo HI "
10, D.bl., Mortgag. llabllltl... lI.n. ISchodul. II (101 _ O. 00
II. Tolal D.ductlon. (tolollln.. 9 & 10)
12, Nol Valu. of E.lat. (IIn. 8 mlnu. IIn. 111
13, Charltabl. and Goy.rom.nlal B.quo," ISchedul. J)
14, N.I Valu. Subl.ct 10 To, (lin. 1~~nu. IIno 131
15, Amounl of IIno 14 taxabl. 01 6% rol.
Ilnelud. val... from Sch.dul. K or Sch.dule M,I
16, Amount of line 14 taxable af 15% rale
Ilnelud. valu.. Irom Schedulo K or Schodulo M,)
17, Principal 10' duo IAdd 10' Irom lino 15 "nd from lino 16,1
18, Credltl Spoulol Poverty Credit Prior Payments Discount Intere\t
,....,..--.. ,..., + + ,.., ,-~'.,'
19, IIl1no lB I. gr."I.r Ihan lino 17. onl.r Iho dlll.ronco on lino 19, Thl. i.lho OVERPAYMENT.
mrJ
111) O,O(L....__
(12)~,...1. 7.9.2.94___,
(13) __. 0.00__
(14) ,l..1fl7 0,9.4.
1151_,__,
.__x ,06..
116) ,__,1, 7.'l7.J<L..
x ,15 '" --, -66 ;J,06 9-....
z
o
~
!5
...
:e
o
U
~
1171 ..~...269 ..6.'L
(1 B) _H'
119) --.-
---0.00-
,0.00
CliNk he.fll if ou me requostlng (, ,olund ,01 yo,Uf ovurfHlynwfll.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;j: //2'J ' /t?
BUREAU OF INDIVIDUAL TAMES
INtfUITAHCE fA)! DIVISION
DEPf. 11060t
HARRISBURD, PA 11t~8'0601
, '
~
NOTICE OF INHERITANCE TAX
APPRAISEMENT. AllOWANCE OR OISAl.lOWANCE
Of DEDUCTIONS ANO ASSESSHENT OF TAM
12-22-97
MCDONALD
03-17-97
21 97-0304
CUMBERLAND
101
E~--A.oun~R~~~~!d - J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISI.E, PA 1701~
CUT ALONG "HIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iI E V: is'iij" ii{ -A pi'- - f 09: 97T - NOY ier "oF - "iNHiilIT AN-cE - "fAx "i\"ppil Ai iii-lENT"; -A i rOWAN"CE" 'OR - -- -- - - --- - - - -" --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENr OF TAX
CI.ARE R FILE NO. 21 97-0304 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
LESLIE 8 HANDLER,
319 MARKET ST
H8G
PA 17101
ESTATE OF MCDONALD
TAX RETURN WAS, (X) ACCEPTED AS FILED
RESERVA-rION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. ft..l Eat.t. ISoh.dul. Al
2. stock, and Bondi (Schedule 8)
S. Closely Held Stock/P.rtnerwh1p Int.r..t (Schedule C)
4. Hortg,v../Not.. ft.~.lv.bl. (Schedul. D)
i. C..h/aMnk Deposita/Hiac, Plrlonal Property (Schedule E)
6. Jointly Owned Property (Sch_dule f)
7. Tr~.f.r. (Schadule Gl
a. Tot.l Auah.
( ) CHANGeD
U)
(1)
(3)_
(4)
(51
(6)
(71
85.000.00
66.645,70
.00
.00
61. 359.57.
,00
870.40
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. funaral Exp.n"I/Ad~. COlt,/H1IC. Expan... (Schedule H)
10. Debt,l"ortg.ge LA.bi11ti.,/Llena (Sohedule X)
11. Total Deduotion,
12.' Net Valu. of 'Tax R.turn
15. Charitable/Govarn_antal a.quest'l Non-eleot.d 9U5 Trults CSchedule J)
lit. N.t Vatu. of E,t.t. Subject to Tax
If .n ......m.nt w.. i..ued previou.ly, line. 14. lS and/or 1&. 17 .nd 18
r.flect figures that include thu total of ALL returns a.....ed to datu.
ASSESSMENT OF TAXI
1S. A.ount of Line 1'- lit S~ou...l r'at. US)
16. AMOunt of Line 14 t.~able .t Lin.Rl/tla.. A rat. (16)
17. AltOUnt of Line ~it t.xable a1 Collater.l/Cla.. Brat. (17)_
18. Prinoipal Tax Due
TAX CREDITS I
PAYMENT
DATE
06-17-97
10-09-97
NOTE I
RECEIPT
NUHBER
AA21't 424
AA242329
OISCOUNT (+)
INTEREST/PEN PAID (-)
526,32
.00
32.715.66
(9)
1101_ 974.24
(11 )
(12) "
(3)
(1(,)
~ X .00=
.00 X ,06=
180.185,77 X ,15=
(18)
AtIOUNT PAID
10.000.00
16.501.55
TOTAL TAX CREDIT
---~-
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~
IIW.lld 'I ", 10'."1
CLARE
R
DATE
12-22-97
NOTEl To inlur. proper
oradit to your Rocount,
lub.-it tn. upp.r portion
of thiG forM with your
te)( pay..ent.
213.~?.
33 . 6Rq .ilL
1l\0 ,185,77
.00
180.185.77
will
.00
--
,00
27.027,87
27.027,87
27.027.87
.00
.00
.00
~~-~-_._.~-----
. If PAID AFTER DATE INDICATED. SEE REVeRSE
fOR CALCULATION Of ADDITIONAL INTEREST.
I IF TOTAL DUE IS lESS TtlAN U. NO PAYMENT IS REQUIRED,
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU MAV BE DUE
A REfUND, SEE REVERSE SIDE OF THIS FORM fOR INSTRUCTIONS.)
~IS"YAT1ONI Eot.tt, ., .......t. d.l.. on ., bol.,. Dtooobo, 12. 1"2 '. lIon. lUlu,. lnt.,..1 In tho ..1.1. 1. t,on.'",od
In Po.....lon .ronJ'YIOnI I. CI... . (..II.t.,.I) bonoll.1.,I.. ., lho 600....1 .fl., lho ....'.t1on .1 on,..I.t. f.,
11'. or for y..r., thl C~.ftlth her'bv IKPr...!y rl.lrv" to. r!lht to .,prlt.. ~ "UI'I tranl", Inhlrttenoa rlk..
at tht hw'ul CI,.. I (aoUahr.l) rite on any ,uch future Intlr..t.
PUIIPOIS 1M'
NOTle!!1 To fulfUl the r.qulr'Hl1h 0' SacUon 211\0 pf the lf~rJtanCl' and Eltat. T8l>: Act, Act U of 1995. (72: P.S,
lectlon 9140),
P'V""NT, llo'ooh tho 'OF .ortl.n ., thll Noll.. .... ."b.1t with '."r ''''on' 10 .ho ...I..or ., HIlII orln'ld on tho r...... ,hI.,
M-H_. ~he(lk or laney ord.,. Plyable tOI ItI::OIS\'ER OF NULS, AGENT
REfUHtI ICRlr · "f"nd 0' . 'ox or.dlt. whl.h woo n.. r.quo"od on lho To. .'Iurn. .., .. ""''''10<1 b, ....I.lln. on "oIo.Il"llon
'or "efund 0' PennllYlvcnlfl Inhlritilnoa Mid Eltat, TeM" (flfV-U13J. ApP!Jolltloos Irll 1fI\1_Uablll It the Offl01
0' 'hI! R..hh.' of WUII, any of thl 2l Revenue DhtrJot OHlolI.. or by olUlng thl ,plol,t Zit-hour
Me.,.,.,,,, .'r-"ICI nuabar, for for., ardftring, In P.nnl~J.v.ni. 1~~OO-36Z~l050, ouhidl P.nn'~lvanl" and
within loc.l Hlrr1lburg 'rll (717) 7.7-8094, TDO, (717) ;72~ll5Z (HI.rlng JIp.lrl~ Onl~).
D'JECTlON', Any .orl, In Inlor... not ...1011.. with 'h. ..."I....n.. .Il.w""". .r dl..l1..",.. ./ _lI.n.. or ..........1
nf ta~ (InclUdJng dlacount or 1ntlrl.t) ~8 lhown on thll Hottel .u.t objlct within .j~t~ (60) d.~. of r~IJpt of
thhl Hotlfll bVI
AllHIN
rSTAAflVE
COAREc;:'rrOHSI
--wrlttl" prot.,t to thl PA D.part..nt of Rlvllnutl, laird 0' ApP..h. nlPt. 211021. Harrisburg, PAl 17128-1021, OR
--IJ.~tlon ta hllVI the .athlr dtltlrllin.d lit audit a' the account of the ".r.on.1 rapru.nhUv., OR
--lfIpuJ. to tt.- OrphlllQ' C()Urt.
DISCOUNTr
\llCtual .rror. dhcovlred Dn thh ......""t .hould b. Iddra"lKf In wr it_Inti tal PA Depart..nt of RIV'~,
Bur.eo 0' JlldJvJdval TeIC.~, ATTNI Po.t ....u..nt Rl\\'Jlw Unit, Dlpt. 7.&0601, Harrhburll, P. 171211-0601
Phone (7ln 787-'1i05, SI' pI,. 5 af tM boCJkl.t ttlnltructJo,u for Inh.rltencl hl( Rlturn for I R..ldent
o.c.dlnt.. U~V-1501) 'or." IMP1wwtUon of l'ildnhtrltJvlh corraetehh .rro,..
PENAL TV,
If ~~ tlM M it paid within thr.. U) ".hnder lIOntha Ifhlr the decad.lnttl dIIaU" . flvl ,..rcllnt U:O d1lcCtunt of
thlt tI)I p,Jd h IUowd.
INTEREST I
™ 15;,( taM IIImllty non-PlrtJc'Pltlon p.nalty h cat!Put.d on the total 0' thl tlU IIld tnt"rut .".lIIlad, Mod not
P.'d blfor. Janulr~ 11, 1996, th. first allv Iftl,. t~1 6nd of the tel( HnflSty p.,.iad, Thit non"Plr'tcJp,tJon
p.n.ity 11 Ilpp..lltbl. In tl1. .... IIIIInlr and In t~ thl 'UII U.. p.rloflltl YOU .,Jould apPllt the tlM end Intarut
that h.. baan .I....ed "' Indle.tsd on thl. notic..
Intarut 11 ctt.rPld bQlnntng wUh fir.t d.... of d.UnqtJttRC)I, or ninl (9) ItOnthl Ind one (1) dlY fl'OIl thl uto of
dt.t~. to thl d.t. of p....aont, TIM.. which bla... dllJnquant blfor. Janu,ry I, 1982 bllr tnter.at It thl r.t~ of
ub (6iO Pltre.nt pI,. fIf'InU8 CIIClulltld It II d.H~ ,..t. of .000164, All t.M.. whlch ble... delinquent on and .ftar
JIn\..r~ I, 1982 will blllr lntlrut lilt . ratlt which wHl Vlry fro. (llll'nd.,. Yllr to ouJendlr vlar with thet rat.
ItMOUnCMd b... thl PA o.PI,.t.."t of RIlIlllUII. rhe appl1ub11 tntarllt "et.. for 1'8l' thrOUOh 199& 1".,
~ Lrtl!,..Dt RIIt! Ollly Int.,...t rltctO! :!!.!r !!!t.rllt Rllt. D.tty Int.rut f'Kltor
1911 m .01'1054" 1987 .~ .000247
19as 16~ .000,.53 19aa~1'l91 11:< ,OOOJOI
198,. m ,0OUln 1'J'2 .. .000247
19a5 m .00OJ56 H'9S-1994 no .000192
I... 1O~ .00027,. 1995-1991 ,yo .000247
~.lnt.r.lIt II Clll1Cluhtld II 'ol1owlI
INTEREST. bALANCE Of TAX UNPAID X NU"BER Of DAYS DELINQUENT X DAILY INTEREST fACTOR
--Any Notle. lulHtd .ft.r thl tlM bttcON' dttUnqu,nt will rsfloct en Jnhrl.t r:1Il1culaUon to fift..n us) d.~.
bt)lQnd Uti d.t. 0' the ...."'..nt. If Ply.."t 11 "'" .ftl,. th. Int.....t cOMfJuhtlon d.t. ItlOtlln on th.
NotlCll, .dcUtlMIII lnt.rut IUIt bot Il8IClullted.
/5~ lIt) ,..jrJ
BUREAU OF INDIVIDUAL TAXES
IHI~:RIIAH(:lllAM OIVlfHOH
VEfI'l. 28060
IlAHRISBURO, flA IlIZd-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
'*
I~....."'/
Uy.llU U il" lot.HI
DATE 05-04-98
ESTATE OF MCDONALD CLARE R
DATE OF PEATH 03-17-97
FILE NUMBER 21 97-0304
COUNTY CUM8ERLAND
ACN lBl
't='----'--Aoo-unt iI;iiHtiir-' -j
. 2___._"""""'~:-=-a
---
MAK! CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
LESLIE 8 HANDLER
319 MARKET ST
H8G PA 17101
HOTE I To in.ur. prope,. credit to your aocount J "lbllit the uppal" portion of thh for.. with your tal( paylftlnt,
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
il 'EV: is9'i" ix" AFP"" i o'iF m--"""" iili"j; NHER iT ANei -TAX" il if COR ii - Aiij"uSTHii'Ni'".Ii"" -""." _m"" - - - _m" - - - - - - --
ESTATE OF MCDONALD
CI.ARE
R FILE NO. 21 97-0304
DATE 05-04-98
ADJUSTHENT BASED ON.
VALUE OF ESTATE I
BOARD OF APPEALS REFUND
1. R..I Elt.t. (Sohedule A)
2, Stock. end Bonda (Schedull 8)
3, Clo881y Held stook/Partnership Int.r.,t (Sohedull C)
4. Hartg.g.I/Not.. Rlca1vabl. (Schedull D)
S. Cean/Bank Depositl/Hisc. Plrlonal Property (Schedule E)
6. Jointly Owned Property ISchedule F)
7. Trln,ferl (Schedule GJ
8. Totel Au.t,
DEDUCTIONS AND EXEMPTIONS:
9. Funa"al Expan.e./Admini.trltive Cost./
Hhce1hneo\.ls Expen... ISclhedule HJ
Dlbh/Hor-tglge Li.biliUu/Li.n. (Sch.dule I)
Total Deduction.
Net Value of TIX Return
Charit.bl./Gov.rn~.ntal BGqu..tsJ Hon-fttactad 9115 Trult.
Nit Value of E.t.t. Subjact to Ta~
10,
ll,
12,
13,
14.
TAXI
1S. Amount of Line 14 at Spou.Il
16. AMount of Line 14 taxabl. ~t
17. AMount of Line 14 taxabl. .t
18. Prinoipal Tax DUI
TAX CREDITS I
-'PAYIT~NT ReCEIP;:--'
OATE NUMBER
____._ ---_0-
06-17-97 J AA211424
10-09-97 AA242329
_0___- ~_
rat.
Lin~al/Cl... A rat.
Collataral/Cla.. 8 rat.
DISCOUNT I + I
INTEREST/PEN PAID I-I
526,32
,00
ACN 1 01
U)
(2)
(5)
14)
IS)
16)
17)
85.000.00
54.423,88
,00
.00
61.359,57
.00
870,40
18)
201,653.85
(91
UO)
32,715,66
974,24
(11) _
112) _
(15)
114)
33.689,90
167.963,9i
.00
167.963,95
I Sohodulo J)
US)
(16)
(17)
, 00 M. 00 "
,OOX,06".
167,963,95X.15"_
1181
.00
,00
25 . 1 2.i...ll
25,194,59
AHOUHT PAID
10,000,00
16,501,55
TOTAL TAX 'CRED~T, .! ~2'7, 027-:87-~
BALA,.,CE'O~)A)CDU.! -:=--=--_ 1,83'3, 28CR
..!NT~f~~L A~~l~~~" m._-t;'iiit.%.~CR-
L-._~_.._____.._.__~__o.._ _.._____
IF TOTAL DUE IS lESS THAN .1, NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
, .
PAVI1lMTl
DettlOh thatop portion of thh HotlCli liInd lub.tt with Your paYlltmt 1lI'~ PIlI,oi' to thl "... I"dudr,'"
prl"t_d on the rl""".' tild..
-. Haka ohlck or .onlY ord.r Plyabh tell REGISTER OF WILLS, AGENT.
REFUND (CRl, ~ refund af a tax oredlt, whioh wa. not requIsted on thl T'~ Raturn, ~.Y b, r.qu~.t'd by oo~l.tl"G ."
"ApplloltlcR for Refund of Plnnaylvanla Inheritanoe Ind Est.t, Tax" (REVM1313l. A~pl1o.tlon. ara Iv.lllbll.lt
the Offl01 of thl Rlal,t,r of Willi, any of thl 23 RavlnUe DI.trlot Offlo.. or fro. thl Dlpart.,nt's 24-hour
an.wlrlna .ervlcl nu~b.r. far forMS orderlngl In Penn,vlvanla 1-80n-362R20S0, outstde Pqnnlvlvlnll
and within local HarriSburg .rle l717) 787-8094, TOO' (717) 712-2252 (H,.rlng I~p.lr.~ on~y)~
Rmv
TO,
Que.tlon. rlgardlng orror. contained en thl~ notice ~ho~ld be addr~slld tOI PA Dlpart.ent of R.v.n~e,Bijrl~u
of lndlvldual TOKes, ATTNI Post AID"I~Int Revlow Unit, OQpt. 280601, HarrisburG, PA 11128.0'01; Phon.
(117) 141.6S0!'i.
DISCOUNTl
If "ny tt!lKdue 11 plllidwlthln thre. (3) eallllndllll' .onths after th~ dee.dent's death, a fJvlp.relnt (5:.0 d1loount
of the ta~ paId Js Bl~ow.d,
PENAL TV 1
The 1!'it: tal< I!lllln8llty non-parUolpathm penalty ,11 {;olllputed on thu total of the ttlx and lnt_rut Bnl..ld, and nat
paid before January 18, 1996, the firlt day after the end of the tax aRn..ty period.
INTflRESTI
Interest II charged b.gi~nlno with first day of dell~qulnoy Dr nine (9) Months and one (1) day fruI the datI of
d.ath to tho date of pey..nt. Texo. whioh bl081111 delinquent b.for. JanullIry 1, 1982 bur lnhlr..t at the rat. of
all( (6in peroent plr annul oel(;u18t11d at ell daily rate of .000164. All t!lxu whioh becuI delinquent on and aft.r
January 1, 1982 ~dl1 bllar ,Interut at I!l rnb ~Ihlch will vary frol calendar YIllr tn oalendar year with that rate
announo.d by the PA n"partllllnt of RevenulI, The ~IPp111l8blll Int.rut rat.. for 1982 through 1998 "r.l
[
I
r
}
I
V.ar Inter..t Rate p~IIY Inter..t Factor
VilaI'
Intereat Rat.
Dally Interast Factor
1982 20X .000548 1987 9Y. .000247
1981 16t: .000438 19118-1991 lIt: ,000301
19M 11Y. .0011301 1992 'X .000247
1985 13;( .000356 1993-1994 7X .000192
1946 10Y. ,000274 1995.1998 9t: .000241
nlnt.relt h oalcu1ahd .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTF.REST FACTOR
~-A"y Notlo. I.sued after the t.~ b.oo.e. dellnquent will r.fl.~t ~ Int.re.t oalculatiun to flft..n (15) day.
b.~ond the aatl'l of the 1I.......nt, If pay.ent is aad. sHer the Into"..t l.lolllPutatlon d8ta shown on the
Hotln., addltlon.l Int.r'lt .u.t b. cftlculated.
PAYHEMTI
Detaoh the tOp portion of ,thil Motlue and lubllt wtthyour pay~nt .ade plylbll to thl nawl-end addre..
printed on the rlYlrl1 II~,
If RESIDENT t1ECEDEHT lefI;. chick or 'OMY ordar payabll to, REGISTER OF WILLS, AGENT.
If NOtHtfSlDENT DECEDENT ,eka check or IlOMY order payable tOI COHHONWEALTH OF PENNSVLVANIA.
REFUND (CR)1 A r.fund of I taw cr.dlt, MhJch wel not requ.,tld on thl TaK ~Iturn, .ay bl rlqualted by cOlplatlng an
"Appllcltlon for Refund of Penn'Ylvanla Inherltancl and E.tetl TIHft (REV-lSlS), APrlle.tlons Ir. av_liebll It
the Dffle. of the R..I.tlr of Will., any of thl Z3 R.vInUl DI.trlct OffJcI' or fro. the Dlpartwent" t4~hour
Inlwerlng ..rvlcl OUIblr. for for.. ordlrlng, In Plnn.Ylvanl, 1~100-362~20S0, outllda Plnn'Ylvenl,
IlOd ..!thin loclJ,J Harrisburg ar.. (711) 7Ir-I094, TOOl (717) 712-2Z52 (HI"lng IIIP'lr~ onlY),
REPLV TOI
Due.tlon. rlgardlnll '''I'or. oonblned on thll noUcl .hould be addr.nld tOI PA Olpertllent of Rlvenue, lureau
of Individual hICII, ATTHI POlt A.......nt RlvJIM Unit, Ihwt. 280601, IIlrrhbu"lI, PA 17128-0601, phone
(111) 717~6S0S.
OISCOlJtTI
If ~y tllC dul I. plld ..lthln thr.. (3) callnd.r .onth. .ftlr thl dlcldlnt', death, a flvl plrolnt (~~) dllcount
of thl tl" paid I. ellowed.
PENALTY I
ThI 1S~ tllC .."..ty llOn-p"tlclpIIUon "nalty hooltPutld on the tohl of the talC and Int"'IU .......d, a~ not
p.ld blfore January la, "1996, thl flr.t d.y aftar thl Ind 0' thl tax Hnut!i period.
IHlERESTI
Intlr..t I. charged bealnnlng wJth flr.t dey of dllinquency, or nln. (9) aonthl and one (1) day fr~ the dlta of
~.th, to the d.t. of payaent, Tax.. which bee... dallnquent bftfor. Janu.ry I, 1912 ba.r tnt.r..t at the rat. of
.he (6:<) plreant per annUlI calouhtld at a dalh rat. of ,000164, All tOIC.. which bao..a dallnqu4Mlt on and IIftar
January 1, 19a2 will bellr Intlr..t at a rlltl which will vary frOll calandllr yur to calandar yur with that ret.
ennounced by thl PA DePlrt-.nt of Rav.nue. ThI appllotbla Intlr..t rllt,. for 191Z through 1998 aral
V.er Inter..t Rata D.lly Intar..t Faotor Vur Intlrllt Alt. OaUv In~tr..t FlCltor
1982 ZO:< ,000548 1967 9% .000247
19as 16:< ,OOOIi18 19Ia.I991 11:< ,000301
1914 11:< .000101 1992 9% ,0002..1
19a5 13:< .000356 1995-1", 7~ .000192
19a6 10~ .000214 1995.199. 9% .0001"
ulnter..t II cftlo~l.t.dal followtl
INTEREST . BALANCE OF TAX UNPAID X NUKBER DF DAVS DELIHQVEHT X DAILV INTEREST FACTOR
.-Any Notice I..utd aftar thl tax blcOlMlI dtllnquant wUl r.flect IIn Interllt c.lcul.tlon to flftMn US) day.
beyond thl eIIt. of thtl ......Nnt. If paYlMW\t is ... aftar tM tnt.rut cOllPUtatlon det. shown on thl
NoUe., IKfdIUDMI Intlr..t IN.t be calcul.ted.
1f;IiiIIIII- ;:~'/'/()- I ()
IURE.U OF INDIVIDUAL TAXES
INtfl'RIlAllI(.t TAK lllVISlOH
PEPI, lft060t
t1ARRlllllllRO. JlA A7HlI~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(lj
.
NOTlC~ or INHf;RXTANCfO TAX
APPRAISEMENT, ALl.OWANCE OR DISAl.l.OWANCF
OF DEDUCTIONS AND ASSf;SSMENT OF TAM
In.I.., U.If II'.'"
L~SLIE 8 HANDLER
319 MARKET ST
HBll
DATE
!STATE OF
llATI! OF DEATH
FILE NUMBER
COUNTY
ACN
08-17-1998
MCDONALD
03"1'/-1997
21 97-030(,
CUMBERLAND
101
CI.ARE
R
E:~~~-~~~=~~~~'I~-- - ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISrER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWEll, PORTION FOR YOUR RECORDS ....
ilEV:is4-j-i:iC-AFP--ioFi;rNOTICE--OF-INHEififANcii-'fAin-ppilXiiiEifEN'f,--AiToWANCE-iili-m-------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CI.ARE R FILE NO. 21 9"-0304 ACN 101
PA 17101
ESTATE OF MCDONALD
DATE 08-17-1998
TAX RETURN WAS, (x) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURe INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON, SUPPI.EMENTAL RErURN
1. ft..l Estate (Schadultt Ii) (l)
2. stocks .n~ Bonds (Soh.dule BJ (2)
3. Closely Held stock/Partnsrship Interest (Schedule Cl (3)
4. Hortgages/NoteB Reooiyable (Schodul& OJ (4)
5. Cash/Bank 08Posits/Hisc. Personal Property (Schodu18 E) (5)
6. ,Jointly Owned Property (Schedule f) (6)
7. Transfers (Schadu18 G) (7)
8. Totel Assets
NO. 01
.00
57.1,00
.00
.00
1.27';.94
.00
.00
(8)
NOTE I To insur. proper
oredit to your acoountl
sub.it the upper portion
of this form with your
t.x paYlfent.
1,797,94
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. FUi'leral Expenses/Ad.. Costs/Misc. Expenses (Sohedule H) (9)
10. Debts/Mortgage liabilities/liens (Schedule 1) nO) .00
11. Total Deduotions (1) _
12. Net V.lu. of Tax Returfl (12) _
13. Charlt.bla/GovernM.ntal Bequests) Non-.1.ote~ 9113 Trusts (Sohodu1e J) (13) _
14. Net Value of I:stllt. Subject to T8Ix (14)
NOTE: If an assessment was issued previously, lines 14, lS and/or 16, 17 and 18
reflect figure$ that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
1S. AMount of Line 14 at Spousftl rete (1S)
16. AMount of Lina 14 tftxable at Line.l/Class A rat. (16)
17. AMount of L.in. 14 taxable at CoU"teral/Clas;s B Nit. (7)
18. Prinoipal Tax Due
.00
...... nn
1.797,94
.00
169,761.89
will
TAX CREDITS:
PAYHENT
DATE
06-17-1997
10-09-1997
05-07-1998
.00 X .00= .00
.00 X .06= .00
169.761,89 X .15= 25,464.28
(18J_25,46~
RECEIPT
NlIItDER
AA2i1424
AA242329
REFUND
DISCOUNT (+J
INTERE5T/PEN PAID (-J
526:32
.00
,OB
AHOUNT PAID
--10 '-000,00
16.501,55
1.833.28-
INrEREsr IS CHARGED THROUGH 09-01-1998
Ar THE RATES APPLICA8LE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDn
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
25,194.59
269.69
7,79
277 . 48
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTERFST,
IF TOTAL OUE IS lESS THAN $1, NO PAYHENT IS RF.QUIRED.
IF TOTAL. DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
"<t
"
"
,,:(
(L
(.:'1
:;h
co
~
~&
!j
~
H
<. ,'1
~d
RESERV4T10th
Elt,t.. of ~nh dying on or befor. n.oMtMr 12, 191Z -- if ..,y futuu lnt.r..t In the e,t.te 11 tr.n.ferr.d
In po.....lon or tnjo~t to elM" B (coll.ter.l) be~flul.rl.. of the deoedent after tha_KPlr.tlon of In)' ..tet. fOr
Ufe or for- yeer-fI;, the c~w..lth hereby .)(pre"dY reury., the right to epprahe end ...... transfer Inherlttnel fI)(..
at the lawful Clan B {oollatllrall r.1:11 on atW suoh future lnter..t.
PURPOSf Of
NOnCE J
1'0 fulfill tM rllqUlr....nts of S.oUoo Zl40 of thll Inhorltanoll and Estate Tel< Aot, Aot 21 of 1995. (7Z P.S.
Sa<lUon 9140).
Detacll the top portlon of this Notice and subl1llt with your p8yallnt to the Reghter of WUis printed 011 the rever.. sla.
~."lllk. ctwck ur aoney ord.r pl!lyablD tOl REGISTER OF MILLS, AGENT
PAVtEHT t
OBJECTIONSl Any parh In Inhlrest not sathfilld wlth thu appraJr.lII.."nt, 01l.0lolanc9 llr dlsallowBno9 of deductions, or asseu...,t
o-f tax OOCludlng discount or Interest) 8$ shown on this Notice lIlust objeot within sh(ty (60) dBys o-f receipt of
thh Hotieu bYI
A raf~id of 1'1 tax oradlt, which lol~s not l'aquAstGd on tho 18x Return, ",oy be roquested by co"pleUng an "ApplicatIon
for Refund of PAnnsyll/anla Inhl;lritanr.e and Estate tl.'lx" {REV-nUl. APplications ar(l al/ol1able at the Office
of the Register of Wills, any of the 23 Revenua oistrict Of-fice~, or by calling the spacial 24-hour
IflGwering '.1arvlca nutlhers for forlll' orderinglln penn:fylVanlo 1-800-362-2050, Qutsloo Penn!lylllanle end
within loc.l;lll Harrisburg nrue (7l'n 787-8094, lODM (717) 772-2252 (Haal'lng l.pairl\d OnlY).
~fUND (CR):
--wrltton protest to the PA Oep'<lrtllle"t of Rel/GnuG, 80ard of AppGuls, DepL 281021, HarrisbU,'g, PA I1H8-1021, OR
--election to ha",e thll .aHor doterlllined at audit of the accotlnt of th9 personal representative, OR
--appeal to the Orph.ns' Court.
I
!
I
ADHIH
ISYRATlVE
COitRECTIOHS: Faotual IlIrrors discoVGrgd on thh a!lseUJlont should ho addrusud in writing tal PA D9pl!rt..nt of Revenue,
aur.ell of Individual T.leRS, ATTHI post Aueu.ant R9vie", Unit, Dapt. 280601, Harrisburg, pi, 17123~0601
phone (717) 7117-6505, S08 pagll 5 of the booklut P'InstrucUons for Inheritance lax Return for tl ResJdent
Dec:edent... (REV-150l) for an explrmotlon of adlllnhtroUvelY corrootClllle errors.
DlStOUHT I
If any tax due is paid within three (3) oalendllr ponths ",Hor the decedent's death, l!I five p*roent (S:O discount of
the telX paid is allowed.
The 15% tax ....95ty nc:m~parHc1ptlt1on p.oIrlftl'lY hi co.rH.,led on th& totfll of the tax and int9rest assessed, end not
pllIid h8for9 J.nuary 18, 199(., the first day after the end of the taJ<( a.nuty periOd. 1hil; non.partlcipathtn
penal ty is .ppeQlltble in the !,I'-'ll lIlanner anti in th9 thy 5MB U.o per iod as you would appeal thl) tax and interest
that has btHIn IlIlsollled as indicated on thh notice.
I
1
.
1
1
PENAL T't':
lNTERESl:
Intere.t is oharged beginning wlth first day of de1inquenc~, or nltl8 (9) Jlonth$; and ono (1) day fr~ the date of
de.th, ttJ the date of p~y.ont. loxos whieh hecaMe delinqullnt bllfore J8nu.ry 1, 1982 beflr inhrest at th" rah of
.Ix :6;-;) perc&ot per annuli o.lculated at 8 dally roto of .000164. All texas which beO""8 dolinquent on and after
January 1, 1982 wlll bear lnterest Ilt It rate which will van,' froll calendar \lesr to colendar Y98r with that rota
ennouncad by the PA Departll"nt of R"yonUH. lhe ltppliCil'lbllil lnterost rates for 1982 through 1996 arel
'!!!! Inhrut Rote !!!Hy Intllre,t Foetor Y.!!!r. W.!!!:.nst Rate DallY Interlilst Fnotor
----
1982 201. .O(lOS48 1<lJ87 9'l. .000247
19a~ 161: .000438 1988~1991 11% .000301
19&4 11% .000301 1992 9% .000,,41
1985 13;: .000:-'56 1993-1994 7i': .000192
1986 lOr. .OOD21{1 1995-1991'> 9% ,000241
.-Inhrest 11 cllloulat~d ., folltllo151
INTEREST c PALANCE or TAX UNPUO X NUHPER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
-'.An~ Hotio:lll iuued .fter the tax btcolle, dllUnquent ",111 refleot 8n interest calcuht.!.on to Hftean US> day.
beyond the date of the 8sseu..nt.. H P81111ent 15 .ad9 after thCt interellt co.put.tion date .ho~Jn on the
Notice, .ddltlnrntl lnterest lIust bll cmlculatad.
PA_,
u..tach thI tQp pOrtion of thh MoHo. and .~lt with yoUr pav..ot MdePllyable to the tllIH end Iddr...
printed on the r.y.r.. .id..
If RESIDf.NT DeCEDENT .lIke cheok or .onev ord4ar PIlYllble tOI REQISTE~ OF WILLS I AGGNT,
IfHOH-RESIDENT DE:CEOENT lIake check or 1I1Inay order pl!lyabll t(l'1 COHHONWEAlTH OF PENNSYLVANIA.
REfUND (CRll A rllfUnd of II tel< credit, which was not r.quested on the hx Return, lIIay be ruquuted by c~l.t1ng en
"Applicetj~l for Refund of ~nnsYlvRnla In~rltftnO. Bnd Estste rllx" (REV-1313). Application' lire 'YA11~1. It
the OffJoa of ttM Rtlght.r of Wills, any of the 23 Revenue 01ttrlot Of He us or frOll thill DllpllrtMnt'l 24-hour
ItnlWOrtOSl sel'violl ~.rs for fores orderlngl In Pennsylvan!P 1-800-362-2050, outside POMlIy!v.,l.
end within 100a1 Harrisburg area (711) 787-8094, TDDI (117) rn-2252 (Hearln; lepairod onlY),
REPlV TOl Question. reoarding arrors oontainlld on this notloll should bll addressed tOI PA Dep8rt.ent of Revenue, lureau
of lndiyidual TIIKe5, ATTN: Post AUUsMnt Revia.. Unit, Uept. 280601, Hardsburg, PA 17128~0601, phone
(717) 787w650S,
DJS~TI
If any tlt)( due is PQid within threfl (3) (lQlonclar Months after the decadent's death, a five percllnt (5iO dllcount
of the tft~ paid is allowed.
PEMU TVI
TM 15% blx "nest.Y non~PQrt1cip8tion penQlty Is cotlPuted on the total of the tax and Interest asse.sad"end not
paid beforo January 18, 'J996, thQ first day after the and of thlil tal( allfM'sty period.
INTEREST I
Interest is charged beginning wJth first day of delinquenoy, or nIno (9) 111116nths and ona (1) day frolllll the dab of
del!lth, to the dat" of payunt. Taxu which becQ"e delinquent before January I, 1982 bear interest .t the rate of
Ill( (6~) parcent par annUM oalculated at a dally rate of .000164. All tQl(es which bACaMe delinquent on and aftar
January I, 1982 will bear interest at a r8t~ whioh will vary fro. calendar year to antendar y.ar with that rate
annoutlolKf by tl1l1' PA Depart.ent of Revenue. The applicable Interest rates for 1982 through 1998 ara,
V.ar
lnter.at Rata Daily Intarest feotor
',leur
Interest Rate
D&Uy Interest factor
1982 201: .000548 1987 91: .OOQl!47
1983 161: .000438 1988~1991 Ill: .OOO~O)
1984 IIX .000!01 1992 91: .000247
191\5 )~% .000356 1993-1994 7% .000192
1986 10% .000Z7(, 1995-1998 91: .000247
--Inter.lt 11 Clfticuleted .. follow.:
INTEREST ~ BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT M DAILY INTEREBT FACTOR
uAny Notioe hsued "Her tho tal( beeo.Qs delinquent will r.Heet an intere.t calculation to flft"" OS) dtlll'
bUyond the date of the 1lI8s.ss.ent. If pay..nt Is .Rde after the Interest cOMPutation date shoWn on the
NoUce, ItckUUonal Int.rost .ust be calculabd.