HomeMy WebLinkAbout97-00322
PETITION HUt PHonATE und GltANT OF I.ETTlmS
No,2.l".n,,__. _a,;?~__.__.._.
To:
Ella/I' of _P.Q.IWLJ~ . aJlliWI. ..
al.1O kllOll'1I as ....._'_..... ......
_._.....____..... Regl'ter of Will, for the
__._____.d..__.._....._____., /)ec,wsed, Couuty of ...l:IIMBl\RI..'ND.__ III the
Social SemrllY No. _.1Jl{s=.2{l.,lH21------__---. Commonwealth of Penn,ylvanla
The petition of the undersigned respectfully represents thllt:
Your petltloner(s), who is/arc I R yeurs of age or older an the executrJJL.__.___.______ rlamed
in the last will of the above decedent, dated _..~lll______ , 19..9.6-
and codicll(s) dated
(~lntt: relc\'IUlt clrCllm~mllces, c.g, renunciation, dellll1 or c:'\celllor, Cle.)
Decendenl was domiciled at death in Cumberland County, Pennsylvania, with
hJU:_'ast family or principal residence at 1~'7 !l"r"mhAr nrfVA
Camp Hi 1 BorouRh
(IlS1 mCCI, number find rnundpnllty)
Decendent. thcn AA _ years of age, died Mnr,.h l' , 19 97
at. Holy Spirit HORpHnl. F.nRt PennRbC;lI:O..!ownRhip .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of n killing and was "ever adjudicated
Incompetent:
Decendent at death owned property with estimated vulues as follows:
. (If domiciled In Pa.) All personal property
(If not domiciled In Pa.) Personal property In Pennsylvania
(If not domiciled In Pa.) Personal property In County
Value of real estute In Pennsylvania
situated as follows: _
$ 10,000 00
$
$
$
WHEREFORE. petltloner(s) respectfully request(s) the probate of the last will and codlcil(s)
presented herewith and the grant of letters testamentary
(tcslnmentary~ administration C.I,n,; adminlslratlon d.h.n.c,I.II.)
theron.
I. -~O,~ ~1LcL~,yV~___
&~ -- 7-
],~ ~.s.....JIlIrley
~n' ~qO& Rradlp-y nrfvp.
-ti~ HarTl Rburg_ FA 1'/1 I'D
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OATH OF PERSONAL HEPRESENTATIVE
COMMONWEALTH OF PENNSYLV ANIA }
l:1S
COUNTY OF CUM1IERLAND
The petltioner(s) ubove-named sIVear(s) or affinn(s) thut tile statements in the foregoing petition are
tll,e and correct to the best of thc kilOlI'ledge and belief of petltloner(s) and that as personal represen.
tative(s) of the above decedellt pe,itiofler(s) 11'111 well and trllly administer the estute ~ccording to law.
Sworn to 01' affirmed and Sllbscribed.~' __ ~~~ ~
before me thl, ____,~lL____ day of .... _'__'_ ~' ,...
~ztLt.-~;:'1hl~--;;.f"!i:..11f>fl11!)liij~dn !l' IInr1(Oy. I
MARY CLEWIS U"gist"r _____._____________ 12
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LAST WILL AND TESTAMENT
I DORIS J. SHERKEL, of Camp Hill Borough, Cumberland County, Pennsylvania,
being of sound mind, disposing memory and full legal age, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by
me.
~. I rlirect my Executor or Executrix, as the case may be, to pay all of my
de,bts, funeral and administrative expenses as soon as convenient after my decease, Furthennore,
I direct that all state, Inheritance, succession and other death taxes imposed or payable by reason
of my death and interest and penalties thereon with respect to all property composing of my gross
estate for death tax purposes, whether or not such property passes under this will, shall be paid by
the Executor or Executrix of my estate,
mQ" My Executor or Executrix may, at his or her discretion, compromise
claims, borrow money, retain property for such length of time as he or she may deem proper;
lease and sell property for such prices, on sl.lch terms, at public or private sales, as he or she may
deem proper; and invest estate property and income without restriction to legal investments unless
otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any
realty and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale
therefor, in fee simple, as I could do if living, My Executor or Executrix Is authorized and
empowered to engage in any business in which I may be engaged at my death, for such period of
,time after my death as seems expedient to said Executor or Executrix,
I /~I n 2 - I
COM~F~i'IMitl~T~ P.!\!\llll),.I~^,IIA
H'RRIS~n~t ,~~~~ "'. OtiO'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
rOil OATl:.~; OF OL:AH-l AF TEfl1?l.11/91 CHECK IHiRE;
IF A !iPOlJ~jAL. r-l
_rQ.I{E!lD'..L~Q!.W&!.AJMW_L.....L...______
FILE NUMBER
REV. 1500F.X 1(1.1)4\
C P
o 0
RR N NAME
o Rebecca R. Hu
i ~ TelEPHONE NUMBER
~ 717-249.2353
1. Renl Esta'e (Schedule AI 1
2. Stocks and Bond' (Schedul. B) (2)
3. Closely Held S'ock/Partnership Intere" (Schedule C) (3)
4. Mortgages and Not" Receivable (Schedule 01 (4)
5. Cash, Bank Depo,it' & Mi,cellaneous Personal Property (Sch E) (5)
6. Jointly Owne, Property (Schedule FI (6)
7. Translers (Schedule 01 (Schedule L) (7)
8. TOla! Gross Assets (total Lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous
Expenses (Schedule H)
10. Dobts, Mortgage Liabilities, Liens (Schedule II
11. Tolal Deduction, (Iolal Lines 9 & 101
12. Nel Value of EstaTa (Line 8 minus Line 111
13. Charitubl. and Governmental Bequests (Schedul. JI
14. NaT Value Subject 10 Tax (Line 12 mlnu' Line 131
15. Spousal Transters (lor dates 01 death afler 6-30.94)
See Instructions lor Applicable Percentage on page 2,
(Include values from Schedula K or Schedule M)
16. Amount of Line 14 taxable 816% rate
(Include values from Schedule K or Schedule M.I
17. Amounl 01 Line 14 taxable aT 15% rate
(Include values Irom Schedule K or Schedule M,)
18, Principal tax due (Add Tax Irorn Une 15, 16 end 17.)
19. Credlts/Sp Poverty Prior Payments Discount InteresT
0.00, 0.00 + 0.00 0.00
20. If Line 19 is greater than Line 18, enle, Ihe dlllerence on Line 20, This Is the OVERPAYMENT.
~ 0 ICheck he.. It you ere r~allng a refund of your overp~
21. II Line 181, greater 'han Line 19. enter the dill_rence on L1no 21, This Is The TAX DUE.
A. Enter the Interest on the balanco due on Line 21A.
B. Enter 'ho total 01 L1no 21 and 21A on Line 21B. This Is Ihe BALANCE DUE.
Mak. Check Pa abl. 10: Re I.ter of Willa. A ont
. . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH '" '"
onere; pnnallles of perjury, I declare thai I have o)(~mined this ralurn.lncludlng accompanying schl'ldules dnd statoments, and 10 the but of my knowledge and belief, Ills trUB.
comlcl and complete.l declare tha' all real egllllfl has boen fepO/led ~llrue milrkllt value, Decla/allon of propa/llf other thin 1M personal 'lIprlllJftnlallvlIls baSed on IU Info/mallon of
'!!,hlCh prepilrllf hft!lllny knowllld(lll ___.________
SIGNATURE OF ~EASON RESPONSIBLE FOR FILING REi URN Mel i nda S, Her 1 ey
'---'n'~~& \, \ \~,. \..~ ~~~~ i ~-~:~~-? p~! \ r~-fib--"'''''' -- - -- - -- --. --.. --
lZ?;;;1'i?EROIH ERIH REPRE ENI~E IRWIN, HcKNIGHT " HUGHES
60 West: Pomfrot Stroet
Ca.,1 j s l~-: 'PA- -]7iii:i -- - ...~~_.. --... -- -- - -- - ----
Copy rig hI (cl1994 101m SOflWd/ll Iy C:PS ,
CAB
H P L
E P 0
C R C
K 0 K
P S
?1 .97 .03??
YEAR
NUMBEA
COUNTY CODE
o
E
C
~
~
DeCEDENT'S NAME (tMH, FIr1Sf, AND MIODLF.INITlAl.)
Sherkol Doris
O[ctnENT'~-j COMf'l.f:TE ^()Onf.~l!j
15~l Soptombor Ilrlvo Apt" 1
CillOI' H j 11, PA 170 1J
.1.
90CIAl 9ECUAITY NUMBEA
181,-20.1827
DATE OF DEATH DATE OF UIRTH
03/1?/1997 11/?8/1908
Counly Gumborlund
(IF APPlICABI.E) SURVIVING SPOUSE'S NAME (lM;T,PIRBT AND MIDDLE INITIAL) nOGIAl. Sr:;CURITY NUMBf.R
AMOUNT RECEIVEO(SEE INSTRUCTIONS)
0.00
Remainder Return
(fo, dAle' of do.." prior to 12-13,821
Foderal Estate Tax Relurn Required
Total Number 01 Sate Deposit Boxes
X 1. Original Roturn------~pplon'enlal Roturn
4, Limited Estate 0 41. Future Interest Compromiso
(lor datas of death aher 12,12-821
[]) 6. Docodenl Dlod To'tate 07. Oecodent MainTained" Living Tru'l
(AUach copy 01 Will) (AUnch e copy 01 Tru,t)
ALL CORRESPOND~NCE AND C.oNPIDENTlAL TAX INFORMA'r10N SHgULD BE DIRECTED TO:
06.
o 8.
COMPl~'rE MAILlNQ ADDRESS
IRWIN, McKNIGHT " HUGH~S
60 \fest Pomfre't) I$treet .
Carlisle PA i7Dl3 'S
:n
-"I'"
R
E
C
~
I
T
U
L
T
o
N
one
None
None
N~ne
2,421.40
5,601.19
None
(8)'~'
8,022.59
I
)
, .
'. '
,
:~Io
(9)
7 ,722.91
(10)
598.63
(11)
(12)--
(13)
(14)
8 ,321. 60
(299.01)
None
(299.01)
(IS)
0.00 X
0.00
,
(18)
(299.01)< .06'
0.00
Q
(17)
0_00X.15'
0.00
C
o
M
~
~
I
o
N
(18)
0.00
(19)
(20)
0.00
0.00
(21)
( 21A)
( 21B)
0.00
0.00
0.00
DATE
DATE
FOlrl11500 (Rfl\', 7-9.i\
REV. 1509 EX + (1i! -88\
COMI~\lmb~~~JVl;YAN'A
ESTATE OF
Doris J. Sherke1
- --
SCHEDULE F
JOINTLY -OWNED PROPERTY
SS, 184-20-1827 03/12/1997
FILE NlIMIER
..1J--97-0322
Jolntt.nlnt(.):
A.
NAME
Melinda S. Hor1ay
ADDRESS
1904 Bradley Drive
Harrisburg, PA 17110
RELATIONSHIP TO DECEDENT
daughter ---
B.
C.
Jointly-owned prop.rly'
ITIM LETTER DATE TOTAL VALUE DECO'S DOLLAR VALUE OF
FOR MADE DESCRIPTIO.N OF PROPERTY
NUMBER JOINT OF ASSET '4INT, ECEOENT INTEREs'r
TENANT JOINT
1 A 04/1979 Dauphin Deposit Bank & Trus 3,958.42 50.00% 1,978.17
Company, checking account
1177795784 (confirmation
attached)
2 A 06/1988 PA State Employees Credit 7,246.03 50..00r. 3,623.02
Union, acct. 110184201827
(confirmation attached)
TOTAL (AI,o enle, on line 6, Recapllulallon)
W mo"e space Is needed. Insert addlllonal sheels 01 ,ame sl,e.)
Copyright (cl199<4 form loftw.re only CPSyslems, Inc.
5 601.19
Form 1500 Schedule F (ROil, lZ-88)
"
LAST WILL AND TESTAMENT
I DOmS J. SHERKEL, of Camp Hili Borough, Cumberland County, Pennsylvania,
being of sound mlnd, disposing memory and full legal age, do hereby make, publish and declare
thls to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by
me,
Q.N&. I direct my Executor or Executrix, as the case may be, to pay all of my
debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore,
I direct that all state, inheritance, succession and other dealh taxes imposed or payable by reason
of my death and interest and penalties thereon with respect to all property composing of my gross
estate for death tax purposes, whether or not such property passes under this will, shall be paid by
the Executor or Executrix of my estate.
:nyQ. My Executor or Executrix may, at hls or her discretion, compromise
claims, ,borrow money, retain proporty for such length of time as he or she may deem proper;
lease and seli property for such prices, on such terms, at public or private sales, as he or she may
deem proper; and invest estate property and income without restriction to legal investments unless
otherwiae provided hereunder. I authorize and empower my Executor or Executrix to sell any
realty and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale
therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and
empowered to engage in any business in which I may be engaged at my death, for such period of
time after my death as seems expedient to said Executor or Executrix.
APPRAISAL
Perso~RI Pr~~ert~ of f) fJ/!.,; S- S/fC/{ ;:;J.L_~? l1.r(_ 3 ;;)....2,,'5 c p LD.&,--<2l!1f!JiLf:L..i1J.L-~_
-- Date ,3 J-J / //"17
Appraised by Chuck E. Bricker AU094.L
-- .--
ITEM VALUE ITEM VALUE
-- 1---' ---------
DBL, B.td- !Jv.a(} -
N rrF..-2T..,Lj ~ "l .2.a . a () ---
.J?RC:s S(;;{L ~~h
.:u1C1fLf J.JJ t:I C>
Afl.J1 CI&!lk ,r,: Ov -- ---
STODL jo,()() .
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Sj IJ'.3U 8ed LJ,uv
"&'yj,tt cK !tJ,OD
iA/1LL {/~/Ir 40,01;;
LIJ ftf ST/j,.J,1 /O.(!<'l
111 5111-1J /6 dO
J- LJt-t1 P ST4}..JA s ..to, o~ .
~(6 CA-R / J.!..ff. ~b"() ..
SONY sreuo ~6 a()
3 LlJ-l1fJT1t3LF=,S ,"(l,OD
561-.4 10 a 0
Q~rH r41?tL ? D,OtJ
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.
Jl1,4,9 A 2..; &c J'.A.c.K.. J{) 00
2- LAMP s 3 tl.t)'i)
A ~11 CI~ I /.. )0 d ()
I1/C;2..ow,tJt/lf ST/J-jJ4 ."?a,6tJ
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f5R. c/)I< r-l() }Jr- . j,tJ dlJ
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/-}.55T !)/Si/cS )(Vl/St,~ Fib,oo .-
JC\'6?{ Q(j)5M613lt~ .3(:)0. =
----. 15~6 )i 17) /;jLA.tL/f/SA L-
- , .
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-.- --
.----- /)UI)q~i--"L ---
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
____ _Mel~I1'!!l__~~_I!,!s:!;ex __
being duly ___._!Iw/!!:.Il.._ eceordlng to I.w, depose. .nd ..y. th.t me __J./L.tM.___.______.______
m..._______.!'~.~!'."-~tJ.I!'_______u_._.._______ of the E.ht. of _____.Jlllris J. Sherlr.lI1
I.te of ____ .eQUlp JUll.lIllJ:.Quah - _______________, Cumbftllend Counly, P.., d.e....d .nd th.t the
within I. .n Invenlory m.d. by ____.______ ________ __._Iuu:-. ___.___, Ih. sold. 1l,(9~utr1x
of the .ntlre ..hl. of ..Id d.e.d.nl, eanslsllng of .11 the p.rsonal prap.rty .nd reel eshte, exeepl reel est.t. outsld.
the Commonwe.lth of Penn.ylv.nl., .nd Ihel the figure. oppo.ll. ..eh Item of Ihe Inv.ntory r.pre.ent It'. lair v.lue
.. of Ih. d.te of d.eedent'. d.ath.
Sworn
and .ub.erlb.d before 10.,
\ .,.'{,,~"'~- ':): \~~-
Melinda S. Emutor.X&IWI)I}WI Hoiley U....
~04 Bradl~ Drive
Harrisburg, PA 17110
ria oal
~Ine L, aw'onugh, Nota'y Puh'"
J Cortl8la Boro, Cumoorlnnct cuun~
My Commission Expl'es~ug 14,1 99
tk<rbii,p~iiiiUA:.~1 01 NoWoo
D.le of Deeth ______ 12
D.y
Add....
__ Mar<:lL
Month
1~97
YUt
INSTRUCTIONS
I. An Inventory mu.t b. filed within three monlh. .ft.r appointment of pellon.' repr..entatlve.
2, A .u~pl.menllnventory mu.t be fIIsd within thlrly day. of discovery of addltlono.leuels,
3. Addltlon.1 .heels m.y b. .tt.ched as to per.on.lty or r.alty
4. See Article IV, Flduci.rl.. Act of 1949,
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BUREAU Of INDIVIDUAL TAMES
INUERITAHC[ UK ntvISION
IIf.PT, 280601
ItAA:IUSIlUHO, VA 17J28-0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
tl
*'
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAM
U~.llll U'H III.HI
09-29-91
SHERKEL
03-12-97
21 97-0322
CUMBERLAND
101
[ An~unt R'n1H!.~-l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMSERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: iS47 - iie -AF'P" f iii: 97Y"NOT i BE" of" ytiti iii i i' ANcE - 'fAx"XpPR"A" i SEHENT ~ " "A r. rtiwAN-c E: OM"""" - --"" - -""""""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DORIS J FILE NO. 21 97-0,22 ACN 101
REBECCA R HUGHES ESQ
IRWIN ETAL
60 W pOMFRET ST
CARl. ISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DORIS
J
PA 17013
ESTATE OF
SHERKEL
DATE
09-29-97
TAK RETURN WAS I I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVF.RSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Esht. (Schedule A)
2. stock. anti Bond a (Schedule 8)
S. Closo1~ Held stuck/Pertnarship Interest (Sohedule C)
4. Hartg.ge./Hote. Receivable (Sch.dule OJ
S. C.sh/Bank Deposits/Mlsc, Person.l ~rop.rty (Scheduls E)
6. Jointly Owned Property (Schedule F)
7, Transfers t Schedule G)
8. Tot.l Auets
I I CHANGED
(II
121
13)
\4)
ISI
(6)
17)
.00
.00
,00
.00
2,421.40
5,601.19
.00
181
NOTE: To in.ura prop.r
credit 'to your account,
.ub.it the uppal" porUan
of thtl forll with YOllr
h)( f1.YI!lDnt.
,
8,1022.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,722.97
9, Fune,..al Expenses/Adm, Cosh/Mho, Expense. (Sohedule H) (9)
10. D.bh/Hort;.g. L1.billtl../Lhno ISohodulo II (10) 598.63
n. TotalO.duotlon. (11) .___ 8.3:>1 60
12. N.t Volu. of r., R.turn (2) 299.01--
15. Chad,hbla/Govarnlflant.l Blqu..t" CSchedule J) (13),00
14. N.t V.lu. of E.tat. Subj..t to r., (141 __299.01-
NOTEI If an assessment was iBsued previously, line8 14, 15 end/Dr 16. 17 and 18 will
reflect figures that include the total of ~ returns .8BeBsed to date.
ASSESSMENT OF TAX:
1&. Alllount of ttne 14 at SpoulJal rat. (15)
16. AMount of lina 1<4 taxabl. .t Lineal/(a... A rat. (16)
17. AMount of Line 14 taxable at Collat.ral/CI..s 8 rat. (17)
18, Principal rax Due
.00
.00
.00
K .00=
K .06=
M .15.
U81
.00
.00
.00
.00
.-
TAX CREDITS:
PAVHENT
DATE
RfCEIPT
NUHBER
DISCOUNT 1+1
INTERfST/PEN PAID I-I
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
--.---.
TOTAL DUE
.00
.00
.00
.00
. If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN 11, NO PAVHENT IS REqUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.)
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Ow
RESERVATION I E,t.tl' of dlcldlnt, dvina on or blfor. Dlc..b.r 121 19a2 4R If 'MV future Int.r..tl~ the ..tet. I, ,ran,f'fr,d
In pa.....lon ortnJoy..nt to el,.. . (0011at,r.1) blnefJal,rt,. of thl dtoldent .ftftr thl IMPlritton of an~ ..tet. for
11f. or for y..r., thl Co.cnw..1th hereby l)(pr...1Y r...r".. thl rlent to ,pprlht Ind ...... t,.nthr Inhedtlnol lUll..
at t~. llwful CI... . (0011,t.r,ll rat. on any luoh future Inter..t.
PURPOSE Of'
NOTICEI To fulfill tht r.qulr...nt. of Slctlon 2140 of the lnherlt.nec and E'tlt, T.~ Aot, Act 21 of 1995. (72 P.S.
Seotlon 9140),
PAYMENT, Detloh th, tD~ portlon of thl. NotJol Ind lub~lt with Your p.y~.nt to thl Algl.t,r of Will, printed on th4 rev.r.. ,Id,.
uH'kt chlok or lIonlY ordn payabl. tOI REaISTER OF HILLS, AGENT
REflmO (CRll A r.fund of . hIC cred1t, which was not rlq\le,t.d on the TalC Return, ..y b. r,qullted bY cOMPhtlng an "Appllo.Uon
for R,fund of P.nn,yly.nla Inherltanol and E.tat. TaM" (NEV-l!l3), Applloatlon. art availabl. at the Offlol
of thl R.gI,t.r of Will., eny of the 2] R.v.nu, DI.trlct Offlo." or by ollllng the .peoiel 2~~hour
Dn'W4Irlno ..rvlo. nUftber. for for.. urd.rinlll In penn'ylYanle l~aOO'562~20S0, oubld. Pennsylvania and
within looel Harrltburo er.a (717) 787-8094, TOOl l717) 772-2252 (H..rlng IMpllred Only),
n8JECTtONSl Any p.rty In Int.rl.t not utl.flld with tha epprah...nt, allowano' or dhlllowanol of d.dt.lClUon., or a.......nt
of tall <lnoludlnQl dhcount or int.r..t) a. .hown un this NoUo. .Ult obJ.ct within thcty (60) dlY' of rec.ipt of
thll Notlcl byl
~-wrltt'n protl.t to the PA DIPart..nt of Rlvlnul, Board of ApPlel., Olpt, 281021, Harri.bura, PA 11121-1021, OR
-..I.otlon tq haVI the .att.r datlr.lntd at audit of th8 acoount of thl p.r.onal rtpr...ntatlv., OR
--apPI.I to the Orphln.' Court,
ADHIN
I$TNATtVE
CORRECTlONSl
f.otu.l error. dl.covered on thJ, Q.....~.nt .hot.lld b. addrlsled 1n writinG t~1 PA D.part.lnt of R.venul,
Bur.au of Individual TaM.., ATTNI Po.t AI......nt Revi.w Unit, Dept, 210601, Harrl.bt.lru, PA 17128~0601
Phona (717) 187-6505. Sao p.ge S of the bookllt "Inltructlon. for Inharlt.nc. Tax "eturn fnr aR..ldlnt
Dlcadent" (REY-1501) for an explanation of ad~Jnl.tretlv'ly oorrectabl. error.,
If any taM due J. pnid within thr.. (]) callndar Month. aftar the dec'dlnt'. death, . flv. ~rclnt (SX)'dl.count of
the tax PGJd I, allow,~,
DISCOUHT I
PENAl TV I
The 15i( t'K alM.tv non-p.rtlolpatlon Pln.lty it cOllput.d ,on thl totll of the taM end Int.r..t ....I!I..d, Ind not
paid hafore Janu.ry 18. 1996, the flr.t day 'ftar the Ind of tn. tax I.n..ty parlod, Thl. non-partiolpatlon
penalty I. ~PPlollbl. In the .... ..nna,. and In the the .... tl~a periOd ., YOU would app.al the t.x .nd In\.r..t
that hi. h..n .......d .. Indloat.d on thl. notlcl.
INTEREST I
Intar..t II cn.rg.d bllllnnlrlQ wlttl flr~t d.y of deUnqu.ncy, or nlM (9) Ilonth. IHld Oft' (1) d.y fro. U,. d"t.of
death, ta tn. d.t, of pay.ant, TlX" whloh baoa.. dallnqu.nt b.for. January 1, 1982 b..r int.r..t .t the r.t. of
.IIC ('X) p.rOlnt p.r .nnUII o'l~ul.t.d at a dailY rat. of ,000164, All t'K" whloh blo..e dllJnquent on and after
J.nuar~ I, 1982 will bltr Int.rllt It 1'1 rlilt. which will vary frail o.lend.r y.ar to cIIlInd.r y.ar with th.t r.tl
announced by the PA D.part..nt (,f R,vlnu.. Th, appllo.bl. Inhr..t rat.. far 1982 thro'~l1h 1997 '''I
U!r l!l!!r.!.U.!!!.1! Dally tnt.rut faotor :!!.!! Inttrllt "at. .e.a11Y Intarut I"aotor
1982 20lC .OOO!i~8 1981 " ,000247
19U 16lC .000458 19U~I'91 m .000501
1914 11Y. .000301 1992 'X .000241
1985 15lC ,000356 199]-1994 7X .000191
1916 lOX ,000214 1995-1991 'X ,000241
-~Int.r..t 11 catoulat.d .. followl!
INTERERT . RALANCE or TAX UNPAIO X NUKBER or OAVB DELINQUENT X DAILY INTEREBT rACTOR
-~Any Notlna t.tUld .~tar tho tax b.ec.., dMllnquant will r.ftlot an Int.r..t c.toul.tlon to flft..n (IS) d.y.
b.yond thl d.ta of tha ft..allnent. If pay.ant I. .ada aft.r the Inter"t ooaputatlon data .hown on the
Notlo., addltJonal Intlr..t ~u.t ba oaloulfttad.