HomeMy WebLinkAbout97-00381
N (). -'J.::ll:.Q.1aL_____
Estate of THOMAS G, .ROTH
, Deceased
DECREE OJ<' PROBATE AND GRANT OF LETTERS
AND NOW APRIL ~.~___ _._._____. IY....JL_, In consideration of the petition on
the reverse side hereof, satisfactory proof having heen presented before me,
IT IS DECREED that the Instrument(s) dated...J.i\..NUARY ~!!.Ll2.96
described therein be admitted to probate and flied of record a.s the lust will of _'
THOMAS G. . R01'.!L___.
and Lelters TESTAMENTARY
are hereby granted 10 ._____
NANCY S. RnTH
n"tJt' ~j<'i'~/(' t/L,,1j!)h-"-4~/Aj
R,gl.l.r or Will,
FEES
Probate, Letters, Etc, """... $ 40.00 _
Short Certiflcates( 4) , . , , . . . , ,. L..12..&.a..-
BWlIIlUIIKfI: ,.EXTRA ,1'AGES, S 1?, 00
JCP . S 5.00
TOTAL _ S 69.00
Flied ,A~~n" ,~4,. .l.~n".,..,.""""
A1TORNEY (Sup. Cl. 1.0. No.)
ADDRESS
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MAILED LE:TT~RSAtlDORD1!;RS TO EXCU'l10R APRlL 24. 1997
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WARNING: It Is Illegal to duplicate this copy by photostat Dr photograph.
1'0" (or this Ct:rti(icat\:, $2.00
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Lorul Registrar --'-7' (
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# Date
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No.
21-97-381
COMMONWElALTH OF PENNSYI,vANIA t rJEPARTMUNT OF HIlALTti. VITAl. fUICOAO,
OERTlflOATE Of DeATH
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SHARON LEE JENSEN, and to my step-soni R. GARRISON LEE, or to the
survivor of them.
ITEM VI. In the event that my wife, NANCY S. ROTH, does not
survive me by thirty (30) days, I direct that my residence be sold
and the proceeds be distributed, in equal shares, among my step-
children, SHARON LEE JENSEN and R. GARRISON l,EF;, or their issue,
per stirpes.
ITEM VII. In the event that my wife, NANCY S. ROTI-1, does not
survive my by thirty (30) days, I give, devise and bequeath the
rest, residue and remainder of my estate of every nature and
wherever situate to my step-children, SHARON LEE JENSEN and R.
GARRISON LEE.
ITEM VIII. I have made no provisions in this my last will and
testament for my step-daughters, SANDRA LEE SMITH and LYNDA LEE
FALLON, as I do not wish them to receive any share of my estate.
ITEM IX. I nominate and appoint my wife, NANCY S. ROTH, as
the Executrix of my estate. Should my wife fail to qualify or
cease to act as Executrix, I nominate and appoint my step-son, R.
GARRISON l,EE, as Executor of my estate.
ITEM X. I direct that nei ther my Executrix nor her successors
shall be required to give bond for the faithful performance of
their duties in any jurisdiction.
ITEM XI. I direct that all taxes due at my death or as a
consequence of my death shall be paid from my residuary
estate.
On this, . the i:.4lih day of .:ranuar\{ , 1.991.p
befnre a Notary public, the undersigned officer, personally
appeared, Cara A. Boyanowski, Esquire, known to me or
satisfactorily proven to be a member of the Bar of the Supreme
Court of Pennsylvania, and certified that he was personally present
when the foregoing acknowledgement and affidavit were signed by the
testator and witnesses.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
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NOTARY
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C.~TIrICATB or NOTICB UNDBR RULE 5.6(al
Name of Decedent: Thomas G. Roth
Date of Death: May 17, 1996
Will No.;lI- 11-7- .36>/
To the. Register of Wills for Cumberland County, Pennsylvania:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to
the foll'owing beneficiaries of. the above captioned estate on
September 4, ,1997:
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Name
'Address
120'Prowell Drive
Camp Hill, PA 17011
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Nancy Rotl1
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Notice has now been given to all persons entitled thereto
under Rule 5.6(a) except:
Da'telq-H-q't
ra A. Boyanows EsquIre
MacIntyre & MacIntyre
6000 Linglestown Road
P.O. Box 6656
Harrisburg, PA 17112
(717) 652-9485
Capacity:
Counsel for
Representative
Personal
STA'I'US REPORT UNPER RULE 6'.12
.-,_.__......-....--~----
Name of Decedent. .T~o'l\~.' ?; R rj-\\,
Date of Death I '1(\'<\1 1'7/ Jlli__"
Will No. 1Cf/?- (h)~VI {I:J~j Admin, No. ,,/1/97- OJ-f'! (lit;:;}. NtJ.)
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete.
Yes_~ No___
2. If the answer 1s No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final.
account with the Court? Yes__.__ No t<
b. 'rhe separate Orphans' Court No. (i f any) for
~he personal representative's account is.
c. Did the personal representative state an
account informally to the parties in interest? Yes Y No
d.Copies of receipts, releases, joinders and
approvals of formal or infqrmal accounts may be filed with the
Cark of the Orphans' Court and may De attached to this report.
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Name (PYease type or print)
120,~Olll/tJj1k: CA.;no tUL f417<.) If
Address .' r
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(MAH' rmf IAM3)
Counsel for personal
representative
""',,,,, 'r'(~:\M',,/~t!SYlVAlIIA INHER~A~~~~ ~~~ETURN
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~08-~l.j.o~58 05/11/1Qqtp olo/l'l/lQ31
"W,'UCAI""SU""itlC.Srmcc0,^";",,;i "",I ^"0~"O::~~'Q"" ~~!fI:'~"; :>. 0 /1~iHIS_RE_1UR~~~;:;;I~E~/;~;~~~TEWllHi4E
Ro-\-h,_~,tao('!1 5, ____ 0_,,) <>\ ..,_~~ ..
J)(l' 1 Original Rotllrll 0 2, Supplemental RO(llm 0 3. Remainder Return (dale 01 dQalJw~){ kJ 12. I lllll
["] ~,l.lmited E~\i1lfl 0 ~il, Future Intoro~tColllpromiflo (datll()'dQam~"et 1).\1,61) [] 5 Federal Estate Tax Return Required
[] 6 Dflcm!ofll Diod T05t<lto (A'!.\l:hWPYQIWilij [1 7. Decedent Malntainod it Li~lng Trust (~~~hCC-Mll' Tru~11 _ 8. Tolal Nllmber of Sale Deposit HOX63
C) 9, Litigation Proceeds Recflived 0 lO. Spouslll PovertyCrodil (dal~Qrdoatll""t""llIln 12.J\,91 and 1,1,95) 011, Election to lax under Soc. 9113(A) (Aililo;h S<:hOj
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
.~il e-,---~ Q0...Q.~~ E .. CC~IPTo~ctg~U\e( 0 ri \JC- .-----...
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1. R.al Est". (Scll.dule A) (1)
2. Slocks "ocl Bonds (Sclledule BI (2)
3, Closal'l Held CorpOletion,p,rtnelSlllp or Sol..PlOprtetornlllp (3)
4 Mortgages & Notes ReGeivable (Schedule D) (4)
5. Cash, 8ank Deposits & Miscellaneous Pernonal Property (6)
Z (ScheduleEI
0 6 Jolnlly Ilwnad PIOperty (Schedule FI (6)
~ 7 Inter.Vivos TranslelS & Miscellaneous Non.PlOb,te PlOperty (71
:J (SclleduleGorL)
I- 8. Tol,1 Or... A..el. (totelllnes 1.7)
D:
c( 9 Funoral Expenses & AdminIStrative Costs (Schedu~ H) (9)
U
~ 10. Debts 01 Decedent, Mortgage liabilities, & Liens (Schedule I) (10)
11. Tol.1 Deductlont (totelllnes 9 & 10)
0.0 0
O,~ U> ~.:O:O
0.00
0.00
Q,500.00
,-\1-,500.00
0.00
(8)
Ie ",~l.(l1.00
I.
5, \
I .4 11
0.00
I \.l.\ q
55.5 I
0.0 0
LP~,1 ~5.51
0.00
12 Net Value of Estale (Line 8 minus Line 11)
13. Chalil,ble and Govemmenla18equaslalSec 9113 Trusts for which an election to tsx has nol been
made (Sclledule J)
(11)
(12)
(13)
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14. Nel Value Subjeclto Tax (Line 12 minus Llnot3)
15. Amountoiii" 141axable
at the spousal lax rate I
See inslrucllons on reverse side for applicable percentage
16 Amollnl nlllne 14 tn..bl,
at6%rAte
17, Amollntulllne 14 taxable
at 15%rato
(14)
X ,00 (16)
X 06 (18)
x .15 (17)
-
(181
0,00
0.00
-=
0,00
l.D~, \ ~ 5.5 \
18. Tax Pue
19
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Undnr ponalt!es 0' pllfllJry, I r!oclmo thai I hiNO eXAmined this ralllm, induding accompanying schf)dlile~ and staIOfl\6nls, and to lno OOSI-of my ~n()Wlodoo Ilnd bolior.l! is IrliO, cOIrecl Dnd compltlte Doclaralion 01 prepare! olhm
ltillnJ!lu~~~onI11..ll!1ill!~.ft!!J<!!!Y~~J!!!.lQ.fofmahonofwhichDroDarorha'an:LknlJwloolle,-__~~__,~_~_~.
SIGNA RE Of PERSON RESPONSI8LE f' FILING RE rURN A~SS, /
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- ROTHER T REPRE, NTATIVE ADDRESS ~
...______ JQ.lB_:J(.e,~~_ J2r. Jlp.@.Lj)~ IllOQ
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.6;~/9?_
DAT.
.._21it_ll99...__
Decedent'a Complete Address:
~J~.II ^/l~~~"Rr~\.!;!:.\l.~Q~~~ H~:=~._:~_'==~.':==.~:=_."==_~"-=~=
GI1Y..- r;~-lliu"-"--~-'-""--- r~ ---T2if\ 10 ,-u----J
. __-L L .
Tax Payment. and Credit.:
1. Tax Dua (Page I Line 181
2. Credlts/Paymenls
A. Spousal Poveny Cwdil
B. Prior Payment~
C. Dlscounl
(1) __0-, 00
0,00
0.-0-0-_
O,OQ
0, 0.0_
B. onler Ihe lolal of Llna 5. 5A, This Is Ihe BALANCE DUE, (581 0, 00
I J"1IlUm;ke .f~eck e~ble to.' R~~FW~: A;~~,_ii,\
PLEASE ANSWER THE FOLL,OWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Diet decedent make a tranafer and: Yes
a. rotaln the uae or Income of the property tranafarred; ............................................................. 0
b. retain the right to dealgnale who ahalt ua~ the property tranaferred or Its Income; ,....,.......... 0
c. retain a reveralonary Interest; or............................................................................................. 0
d, receive the promise for life of either paymenta, benefits or care? ......................................... 0
2, If death occurred on or before December 12, 1982, did decedent within two years
preceding death tranafer property without receiving edequate consideration? If death occurred
after Decembor 12, 1982, did decedent transfor property within one year of deeth without
receiving adaquate consldaratlon?. ....,.....".................................. ............................ 0
3. Old dacedent own an "In trust for" or payabla upon death bank account or sacurlty
at his or her death? ........... ............... " .................... ........ 0
4. Old decedent own an Individual retlremont account, ennulty, or other non-probala property? ...,0
Total Credlls (A. B. C) (21
3. InleresVPenalty If appllceble
0, Interest
E. Penally _
, TolallnleresVPenally (D' E) (3)
4, If IIna 21s grealer thon IIna 1 + line 3, enter Ihe dlllarenlli Thlslslhe OVEAPAYMENT,
Check box on Page 1 Line 19 to r.queet a refund
6. If line 1 + line 31s grealer Ihan line 2, snler Ihe difference, This Is Ihe TAX DUE.
A. Enler the Inleresl on Iho lax due.
(41
(51
(MI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
~..Q.-
er
~
0"
w
~
~"...-.._.,
\.....~~~-m~tf:?;Ji
72 P.S. ~9116 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after Jllly 1, 1994 and before January 1, 1995,
72 P,S, ~9116 (a) (1.1) (II) provided for the reduction of the rate Imposod on Ihe net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or efter January 1, 1995, The slatule does not e~ a transfer to a surviving spouse
from tax, and the statutory requlremente for disclosure of nsets and filing a tax return are stili applicable even If the surviving spOllse
Is the only beneficiary.
FOR DATES OF DEA TH ON OR AFTER JANUARY 1, 1896. Please answer the following qllestlon by placing an "x" In the
appropriate spece.
Old the decedent create a trust or similar arrangement whloh la SOlely for the surviving spouae's benefit for his or her entire
lifetime? Ye. 0 No ~
If you anewered yes to Ihe above question, the tax on the trust or almllar errangement Is postponed until the death of the sscond
spouae, at which time It will be fully taxable at the rate(s) applicable to the remainder beneficlary(les). enter the value of the trust on
Schedule J, Part II, I~ order to remove It from the calculation of the tax due In Ihls astate. Vou !nay wish to file Scheoule 0 In Older 10
make the election available under Section 9113. If the election Is made, the trust or similar errangement Is taxod In the estate of the
first decedent apouse, the ponlon of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate,
and the remainder Is taxed al the rate(s) applicable 10 the remainder beneficlary(les). If you choose to make the election, you must
attach Schedule 0 to a timely.fiIed tax return, along with Schedule(s) K and/or M In order 10 show the epporlionment of the tlll8l or
similar arrangement between the survlvln9 spouse and the remeinder beneficlary(les).
, , '. 1 I; \' I ,I " ~"'.' " .'.' I" '. '~. '\ .,',' ,,,' ,; ,;! ~ . ".".' / t I!
IlfV-''''H:I.(ltll
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEAl, It I or PEtlNfl'llVMllA
INHEfI!T.\Na TAX AF.TUFtN
:,1' ) : E
ESTATE OF
___ "RDi-h4 TYloma. '5
FILE NUMBER
G.
All proptlty jolntly.owned with right of Iurvl'lorthlp mUll lit dlecl.lld on 8cheduIe F.
ITEM
NUMBER
1.
DESCRIPTION
Lu CUI+ Te.cr)(lol~ \ <.5
5. Sno. re.:S C\ t '*'?>5 X:O
VALUE AT DATE
OF DEATH
~e4 .00
~. pp ~ L
\~u shane::. a~ ~ iC~, ~"lo
,
3. Ai 'ir T
~5 5ho.v-e.~ o.t <;h I.c I ..~'::l
4. ex:.. \ I At lantlc
1.01..\ <5ho\"'(."3 Q \- s lIl4. \Iit~
L.j 34 t. :J5
lo~I.~6
41()L.\.00
TOTAL (Also enler on line 2, Recapllulatlon) $ 10, ?~l.CO
(II more spac~ Is neadOO, Insert additional sheets of Ihe same slza)
.
N."'~l1f.'ll"l
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMON'NfAll t1 Of PENNfWl VANIA
INHERll^NCL 1^' RETIJRN
'1 .
ESTATE O~
~lhom~6. .____________
FILE NUMBeR
Deb.. 01 deced.nt mu.l be reported on Schedul. I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
~.
FUNERAL EXPENSES:
Nd \l FLuuAoJ UorN
\\0C) Glrte.n Curut~
11L\5.CD
1,
3fWo.QQ
e, ADMINISTRATIVE COSTS:
1. P.llonal R.p_nlllll,.'s Comm~klns
Neme of Pel8Ol18l Repl8lenlllUve (.)
SocIil Seoorlty Numbor(s) I EIN Number of Pel.onel RepresenllltNe(.)
Stre~tAdd_
City SllIle Zip
Yee<<.) Comm~lon p,ij:
2. MomeyFses DOlt...Lt ~ ~ UD \~.CO
3, , Fom;~ Exempllon: (If decedenr. ~dd_ ~ not Ihtlsame e, lmanrs, ettBch explanellon)
C~lmant
Street Addnm
City Slat. Zip
Re~lIonshlp 01 C~lmant to Decedent
4. ~bu10J'\d ~ 'is .t:O
5, Acoounlllnrs Foes
6, Tex Retum PIllp&lllls Fees
7,
TOTAL (Also enler on line 9, Recapllulallon) ~ 5, \ \I .4<1
(II more space Is needS(!, InsM eddltlonal sheets of the same size)
16-~ 17"-.5"
BUREAU Of INDIVIDUAL TAKES
IHKfA1TANCE TAl( DIVISION
OE"PT. 2110601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TAK
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of UK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-06-1999
ROTH
05-17-1996
21 97-0381
CUMBERLAND
101
\ [~_"=~ RHI:ted j
MAKE CIIECK PAY^,DLE AND REMIT PAVMENT TOI
REGI STER OF WIl L S
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiiWiiii,"'i"EX"AFP-iiIF99T"iioYicfoF-YN'HERifAiic"E"'fliinipjiiiAisEilEiiT~--Ai:.r6iiAiicE-CjR---"-------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
THOMAS G FILE NO. 21 97-0381 AON 101
CAR A A BOYANOWSKI
1029 SCENERY OR
HARRISBURG
ESQ
PA 17109
I'
'1'\
ESTATE OF ROTH
TAK RETURN WAS 1 I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. R..l Est.t. (Sohedul. A)
2. stocks .,d Bonds IScn.dule al
5. Closely Held stook/r.rtnership lnt.resi (Soh.dule C)
4. Hortgeu-s/Hot.. R.~.iy>>bl. (Sch.dul. OJ
S. C..h/8~ o.poslts/Hisc, Person.l Property (Sohedul. EJ
6. Jointly OWned Prop.t'ty I Sohedule f)
7. Transfer. (Sohedule G)
8. Tot.l A..et.
I ) CHANGED
Il)
(2)
(3)
(4)
(5)
(61
17)
.00
10.267.00
.00
.00
9 ,500. O,L
47.500,00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdR. Costs/Misc. Expens.s (Seh.dule H)
10. Debts/Mortuaue Liabilities/liens (Sohedule I)
11. Total Deduotions
12. ~t Value of rex R.turn
15. Charit.ble/Govlrllllental Bequests) Non-e1Ict.d 9115 Trush (Soh.dule J)
14. Net V~lue of Est.t. Sub~eot to Tax
If an a.ses..ent was i.lued previously, lines 14, 15 and/or 16, 17 and 18
reflect figurel that include the totel of ~~ return. allelled to date.
ASSESSMENT OF TAX.
15. AltOunt of line 14 .t Spousal ".ta
16. AMount of Lln~ 14 taxable .t Lin..l/Class A r.te
17. AMOunt of Lin. 14 tnxabll .t Collatlral/Cl... B r.t.
18. Princi~.l Tax Due
TAX CRI!DITS:
PAYHENT
DATE
NOTEI
RECEIPT
NUH8ER
DISCOUNT (+)
INTEREST/PEN PAID (-J
.. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
5,111.49
.OD..
(11)
(12)
113J
(14)
C91
(10)
62,155.51
.00
.00
K .00.
M .06.
M .15.
(18)
v
*'
(15)
1l6)
(17)__
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
UY.l'lI4lU if' 11/'"1
THOMAS
DATE 09-06-1999
NOTE I To inlur. propar
credit to ~our aooountl
.ub..1t the UPP"" portion
of thil for~ with your
tax pall.ant.
67,267.00
5,111 49
62,155.51
.UO
62,155.51
will
.00
.00
.00
.00
.00
.00
.00
,00
I If TOTAL DUE IS LESS TlIAN n, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECHO AS A "CREDIT" (CRl, YDU HAY IE DUE
A REfUND. SEE REVERSE SIDE OF THIS fORN fOR INSTRUCTIONS,)
G
RESERYATIONI E,t.t.. of decedent. dYing on or ~for' D.o..ber '12. 1982 -- .fany future Int,r..t In the ..tat. 1. trtn.f.rred
In po....,lon or ehJoy-.nt to ct... B ,collat.ral) be~flol.rJ'1 of the deo.u.nt aft.r t~ .~pJr8tlon of any ..tate for
IH. or for ye,r., the COMtOnwe.lth herflby Ilxprusty r...rvoI the right to IIflpreh. end ....u tranlf'r Inherltanc. Tax..
at the IClWful Clft.. II (collat.rall rete on any such future Internt.
pt/Rl'O$[ Of
HOlICtl
To fulfill the requJreMf1h 01 Section 2140 of the Inh.rJtaneo and Estate Tftx Act, Aot 21 of 1995. (72 P.S,
Seotion 9140 I.
PAVttfNTI
Detach tlMI top porUon of thh Notice !'lnd sutlldt wUh YO~jr payunt to the Register of WUh printed on thll raverse .Ie;..
--Make check or 1I0nety ardor pAyable to: REGISTER or "ILL.~, AGENT
kEFlJND (CRll A rtlfund of a tax t'lrlldit, which W85 not requasbld Oil tM YQI( Return, II11Y b$! requallt.d by COllP~BUng an "ApplJoaUon
for Refund of Pannsylvrmia Inhar1hmce Bnd tsttlto Tax" (REV-13Bl. AppUcatJons uro ava.l1ab18 at the Offloe
of the RaQister of WUls, any of the Z!. RevOlllKl Ohtrict OffJClOS, or by calling the .peclal 24~houf'
an5'HrJng flarvlce nUllbtlrs for fares ordering: In Pellnsylvllnla 1-600-362-2050, ouhlde Peoosylvanl. and
wHhln local thlrrhburg arM (7171 767-8094, TDDIt 1-800-(,..7-3020 (Service for taxpayers with specAal
he.ring 11M spoBking flOods).
ORJECTHlttsl Any party in InterQst not satisflod "Hh the 8Pprfllsellent, allowance or disallowance of deducUonfl. or .....lMnt
of tax (Inoludlng discount or intorost) a$ 8ho~n on this Notice .ust object within sixty (60) days of r.oelPt of
this HoUoo bYI
ADttIH
tSTRATIYE
CORREtTIONSI
--written protast to tho PA ,Oepnrt.ont of Rovenue, Hoard of Appt.al$, Dept. l!IUOZ1, Hllrrhburg. PA 17126-1021, OR
--election to have tho .atter doter.lned at audit of the aCMunt of the personal r.pruenhtiva. OR
--appenl to the Orphans' Court.
F..otual errors dhcoverQd on thh asseu...nt should be nddre5lied in writing tal PA Oepartunt of RevelllHl,
Bur.au of Individual 1IIxos, ATTNI Post ASSOG'S.9flt R9Vhw Unit, Dupt. 280601, Harrisburg, PA 171l8-0601
Phofl9 (7171 787-6505. See pagll S of tho hooklet "InstrucUom. for Inherltflnoo T8x Return for tI RII.ldent
DaoAda.nt" (REV-ISOl) for an explenatJon of a~lnhtrat1velY corl'9ctublo errors.
DISCOUNT :
If any tal( due is paid within three (~) calRndllr .onths IIftnr the decadent's dnth, a flve percent (S;() dhoount of
the tax paid Is allowed.
PENAL TVI
The 15% till( ftIIfMlsty non-"'llrUcdpatlon penalty is cOllputiSd orl tho total of the tex end Into rut 8t1IUUiltled, anti not
paid before Jf4nullr-y 18, 1996, thtil first dllY "Hor tho er,d of the tux O.MMty porJod, Thls non-part1iCllpatlc"
penalty Is appeaJnble lrl thG 18Mb ..1m",,, and In the tho sallO U.o puriod as you would llJlpeal the hx and interelt
that h8tl bun 8IiIlesud 85 ImJicsted on this !lotic",.
INTEREsT I
Int.ra.t 11 charg.d beginning wUh first dny of dolinquunc'l, or nirK! (9) Months and OllSl (1) dl!lY froll the date of
d..th, to tho date of paYllent. TOl(es which b.C1'MO dallnquollt before January I, 1931. bea," Inhrest .t the rtlte of
Ilx (6.%1 p",roant per annUM calculated nt n dally rata of .000164. All taxos whJch bec~. delinquent on and aft.r
January 1, 19112 wlll tHler' Internst at 8 raht which wiD val','" fro" calondar 'IGor to cal"'rd.r yeAr with that NlI"
announced by the Pit Dllpartll"'nt of Revflnuu. Tho applicable Jntllrest ratils for 1982 through 1999 ar81
!!!r Interut Rete ,Dail)' Interest fRctor :!'!!!' Intot'ut Hilt. Dally InteroBt Factor
19az 20X .000548 1988 '1991 11% .000.101
1983 16'~ .OD0438 19'JZ 9% ,000247
19M llY. ,000301 199;'.-1994 7Y. .000192
1985 13Y. .000356 1995~199a 9,,; .000247
19.. lOX .000214 1999 1.% .000192
1967 9% .000l47
--Inhrut Is celflUlahd as fOUOWlI1
INTEREST = 8ALANCE OF TAX UNPAID X NUK8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~A"y Notice h.u.d _ft.r the tllx DOCOIlU deUnquant will reflect an Interut oalculation to Hfte.n (lfi) days
beyond thll date ()f the au....ant. If pay.ent h "ade afto" ttHt Intornt cOIlputntion date lhown on the
Hotice, Itddltlol1el 1nhn-ellt .ust be calculfjt.d.