HomeMy WebLinkAbout97-00668
III':T.TION "'ORJIIUlIIATI~ "lid GRANT ()II' 1$I'1'I<:RS
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Thc pulltloll of Ihc Illdcr,I""UlI ru,pu~lfllllv lupru,clIl, 1111\11 ., '
YOIII"11Cllllollur(,I, who,lil1lll'u IH )'CI\I" of lIue or OllloH"llltu cxeellu;.r'\IL._~..~._III~'~1 '
IlIlhe 111,111'111'111' Ihe IIhov~ duel'dolll, dlllod '"'a_.._' ,,(.eLHXl.e<i'2..~_n'c_p.~.--~, 19
111111 elllllelll,) dilled ....,_c__".n' nc',,' ,.._"mc...,""um_~__..'..m.._c_.'....._m'_H___'--'-____~
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l)ocel1\lel)l, Ihen~__Z2.. yenrsl'!' nue, died --,_._-_z-yt.:,--,-~ , ' 19 9~1 ,-'
nl,I'\~~i'ln,i;II'ililw,:ile'';~\iuiliTtIJ'li~ii'li~:'~~1~~~li;:;~~it~;S~i'"I;i(~I'lImhi\Ve nchlld borll or,ndolllo,i
lIf1ul' oxeellllllll of Ihe will oITul'od I\lr prohntel wn, lIollhe vlcllm 01',11 ~III1I1B nnd Wllft novor'ndjndlunlcd "
Ineollll1\'lellll ,..~~..u"__,,,_~'''_',___'_.n___~..<,....;.,-,.--.-i_--~'
l>euelllll'lIl (II denlh ownod propul'lY wllh uslhnnlod ynlllos ns fllllow'l
(\I' dnmlvllell III I'll,) All porsolllllproperl)' ' $~.d.J;'" (J 017)
(If nnl dqmlelled In I'n,) I'orsol\nl proporty ,In l'ellllsylvlIlIllI $,
(IInol Ilolllldlo,llnl'll:) f'er,onnIIlIllIlCllY In CoUllty $ ---
Vnllle Ill' reW ",Inlelll I'ellll,ylvnllln $~
slllIIIIOd II, fllllows: ~..'__.___c____..m_n"-_-_"_____'__c""""_'_~
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prusoul~d h~ro\\'llh und Ihe "1'11111111' leller\_,_J;lwl_a!llll/.\UJ11?..~',,- '
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OATI'. OFIIEltSONAL RIWRESENl'AtlVE
COMMONWJ<:AI.T11 OJ<' l'I\:NNSVLVANIA \ I:lfl
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Irlle illld CO!TO,'IIII 1110 he,1 of Ihu ~llowle\l"e IIlldlWiler Ill' pellllllnor(s) IIlld Ihill us llQr80nultcpruftcll'
IIIIII\'I'.J IIflhe IIhlll'c'decedelll POlllloller(,) will \\'ell ulld rilly udl11ll1l,lCIllle CSlII!U necnrdlnl! tlllll\\',
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minor, withou,t bonel, suoh portlon of ~ho minor's shl1ro as my Exeoutor, after
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oonsidering tho minor's wlshos, doolUs IIpproprlato and shall soil tho b/lll1noe /lnd pay
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theprooeeds to my Trustoo~to bo rotljlnod for.tho minor u~dor Item SIXTH hereof.
xw.BD.: The gift to myapouse in'thls ttem Is
Intonded to give my estate tho maritaldoduotlon offootlve under tho Internal Rl1vemto
Code to reduce F\ld~ral estate tmc. Any provision a In thlsWI11 whloh confllot with or
fall of this Intention shall be so rlloonollodoramplltlod liS to accomplish this objootivo.
If my spouse, VI~G1NIA OALABRESE, sUtyives mo, I dlroot that my
Trustees, h,er~lnafter nained, h,olcl, IN TRUST, an amount free of all taxes equal to
the maximum. marital deduotlon allowable ,to my estate for Federal estate tax
purPoses, recluceclby the aggregate marital deduo~ion allowable for Federal estatotax
purposos for other property or Interests ,that pass or shall have passed to my spouso
qtherwlse than under this clause and that qUllllfy for the said marital deduotionland
further reduced by an amount, if any, needed to Increaso my taxable e/ltate tq the
largest amount that after allowing for ,the' unified oredlt and, any other ore~lts
available 'to my estato, will result in no Federal' estate tax, and pay the net Inoome
th,erelTom not less Irequontly than quarterly to my spouse for life. Alllnoome accr\1ecl
but not paid to my spouse on the date of my spouse's death shall. De paid by Trustee
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to my.s\luuse'sostllte.
.My..TrustHo shall pay to her porsonal represontatlves from any
unappolnted prlnolpal. the difference between lll1 taxes, Interest and penalties whloh
thoy mUst pay by reason of her doath and thoso whloh woulcl be payable by them if
suoh unappolnted prinoipal woro not. taxable In horostato and shall add the balance
of suoh unappolntod principal to my reslduarY'l'rul,lt.
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PA REV-1eotll!)( (1-U7)
Dlcedlnt" Ocm let. Addr'''1
STREET ADDRESS
487Eaet E:J.nwxd Ave,
~
~
Page u
STATS
PA
ZIP
17055
(1)
0,00
G,
InteruaVPenallV If applloable
p, Inler..t
S, PonallV
TOlal Crodlf, (A + B + CJ (2)
0,00
, TdtnllnlereaVPenallV (0 + S) (DJ
~. IIlIno 2/a gr..1Or than,lIno 1 + line D, onlar the dllferenoe. Thlala fhe OVllRPAVMllNT;
Ohlok box on PIgI 1 L1nl 11 to raque.t I r,Iund (4)
'e, If line 1 + IIn, D la groatar than line 2, entor tho dlfloronoo, Thlal. the ,TAX DUll. (e) 0,00
A. 'Bnter fho Intero.t 011 the till( due, (DA) O. 00
S,' Snfer thetdt.1 01 Uno S + DA' Thlala tho IlALANCIlDUIl, (ell) 0, 00
' Make Chaok Payabla to: RIlOIBTIlROP WILLB, AOIlNT " ,
.~mi~ti\fif,t~~1~rr1~iiiiit)i:\i;ii%:;,;m;~{tj';:Wi!i!1\Wi~;i'\li;;~W)r2iiii);;!:'Tr:::iWI!f;!!iq,;,fiiPiij'i;;i'mj'Ni:iW.''ii:;1'i!%~;)\in;r'W;\i')'M"1iHl:;!i'm\!;;IXNlM(;N\;i;\T:;i,::1
. PLEASE ANSWaR THE FOLLOWINQ QUEflTlONS
BV PLAolNQ AN "X" IN THE APPROPRIATE' BLOOKS ,
1, Old deoedont make a tr.nater and:
a, retain the ~." or ln~~me or the property uaneferrod:, , , ,it, . I , , , , . I It ,'I , , , . I , I , ,t, ,t'!" ,'" ,
b. retain Ihe rlght 10 dellgnale who ehlll ueo the proparty tranelerred or lie Inoomel, . , , , , . , . . . , , . , , , ,
0, retaln'-rever,'on8tY1ntcueIUor,', '>",""'" """ 1:'-' "1""""., j,~"" ,'", H"""",I"
d, reuolVCllhe' promlae torllfe at either paymenla, beneflta Qr aare?, . , , , I I , , , . , ',' i , , "I . , , t , I , , , I I"~
2, If death ooq~lTed on or betore Decembor 12, 108a, did decodenl Wllhln two yeara
procedlng death,traneler property wllhoUI rooelvlnll adequale oonllderallon? "death OOOUlTed
ah,r Dooember12, 1U82, did decede,nl tranefer property \'IlIhln one year 01 death wllhq~t
tGoelYlng,adQquateconlllderatlon?"" ,.,'4 ,', i,_i" t".. '" 'I', """'" ,., .,'; ',' 'I t" '1;1,"""
D, Olddocedent o\'(n an "Infru.t tor" or payable upon dealh bank aoooLlnt or eoo~rllV ,
al his or her death? ""," I" , , , , , . I ,', . " , II '," , . , , " , , , ',' , , . \ , , , , j ; . , , i, , "" ., , '. j, '.
4, Old deo,dent oWn an Individual rOllreme~ta,ooount, annullV, or other non-probate propel1Y?, " , . , . , . , , ,
0.00
.--"
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IF THE ANSWER TO ANV OF THE ABOVe QUESTIONS IS yeS,
VO!JMUST OOMPLETE SOHeDULE Q AND FILE IT AS PART OF THE RETURN
.t&.ul~l\~t{tf$fMI'I$~~~i~i~~lt1r.;f!ir!~<<'I*ri~YfiiJj!$Jf!i!iliiml!fWi,liiii\\;!;'iif!!;;;W\;im;;rMiW):,(;,;i:''1iiWi,'!,i!iii!?ii!)\if;rjn;ri!i!iXI~i(ffleREimi;iJ,'.f,;ii?I;%\W;ii';\!\\'\\WHni;:;~
12 P,8.IG110 (a) (1.1) (I) provldedf6r.the,reduouon 01 the IIIl( rato Il11po.od on Ihe nel Value ot Irlnllor.,o or lor tho ule of Ihe ,ulVlvlng,pou',e trom (l% to
D%, tor dates 01 doath on or ahor July 1, 1004 and botoro Jenuary 1, 100e, ,'! ,
72 P, .e, 10118 (aJ (1.1) (II) provided tor the reducllon 01 tllo rate !mpoled on Ihe net VOlue,of tranllerllo or tor Iho uloolthe qurvlvl~qlpou,o Irom 0%, to i>>f.
lor da'ea 01 death on or aher January 1, 1008, Tho ."tule dool not o~omelatranllor to a aUIVlvlng .pou.o trom 1IIl(, and Ihe Ilatutory roqulrementa for
dlocloaure 01 11l8ta and fllI~g atIX relurn are '1Il1applloallle ovon,1f the eurvlvlng,poule I. the only bonellolary, ",
,- '-. " ,
POA DATIlB OP Dl!ATH ON OA,AI'TIlR JANUARV, 1,' 1188 ,,- Plolle anlwor the lollowlng quelllon by plaolng an '~" In Iho approprllle .paoo,
Old 111, decedent 01'8ll11 l\rUlt or Ilml/'r IrrahC/lmlnt whlol1 Ie aOlolY lor 111. aUNlvlng 8floulI" b'nlllt lor hla or hlr a~lIrll"'Um.?
Vie &J No 0 '
o ~
8 i
1/ you an.werad YOI \0 Iho above queatlon, Ihe IIIl( on Ihe trull or Similar arrangomenl,. poelpon.d unllllho doath of tho lOoond 'POUle, If whloh lime It Will
bo fully fIXlble atlhs rlle(a) applloablo 10 the ramalnder bOl1ollolary(lol). Snter fhe value of Ihe truII on e9hedUle J, Part II, In order to remove It Irom the
oaloulatlon of thalli)( due In Ihla oalale, You may w/ah to fila Sohodule 0 In order to mako tho eleollon avallsblo under Seotlon 011D, II thu eleollan Is mad.,
Ihe lrull or elmllar arrangomenlll tll)(od !n,the e81atoof tho flret deoodmtllpo~.e, tho portion of Iho tru.t or almllar arrangement whloh bonelltatho IUIVlvlng
apoule la fIXed at fhe Juro IIX rate, and Iho remalndor la 111l(ad at tho rata(') applloablo to the remelndor bonellolary(leIJ, II you ohooeo 10 make tho OllOlIon,
you mull allaoh SohOdulo 0 10 a llmoly-tlled ta~ relurn, alol1g With Sohedule(s) K andlor M In order to .how Ihe apponlol1lnel1t 01 tile lruet or elmllor
arrangement between IIle IUlvlvlng IpOUIO and Ihe remalndor bonoIIQlary(lol),
7 PA1S002 NTP 10170
COIJYrfght Form. So!lw4'. Only, 1191 Nllon, Inc.
,PUtlPO" 01'
tf!lTlCII
PAVHlllfTI
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T~, fUI III I tho 'r.qul"...h ~I 8.~II~n lI~j (b) ~I tho Inh.rlt.no. .n~ I!.tot. T.. Aot, Aot U .1'1000.
17I P... "0110.91401. '
P,t.~h th., top'p.rU~n, 0' thh Hotlo. 'nd .ub.1t with ~our p",'nt to tho 'b.sl.t.r'.' HIlIt prl.t.~ .nth'
~.v.r.. .Id'". . . .' _ " " I
"'H.K. .h.~k.r "n'~ or~.r'p~Y'blt to! ,RBQlSTBR ,~r "I~LSI"AQBHT. I.'
blfUHO (C~ll A r.,~d., . I,' .r.dlt...b. r.~~.,t.d b~ .o.pl.tlns 'n"Appll~.II.n ,or b"und.1 ,P.nn.~lv~l. ,
l",",rltll101 If1l/ Ott.t. "." (b8Y'I$I5). .ppllo.tlo", .r. '1V.I1.bl, .t tho om..' ./.Ihob'Sltt.riOIHIlIO"
~. 01 Ih. IS b.v.nu. PI.trlot O'II~.' .rlr~' tho D.P'rt..nt'. ,I~'hour on.w.rlna ..rvl.. lor I.... .rd.rlnsl
1""""I'aoU, ,..rvlo.. lor I..p.~.rowll\1 .p..I,1 hllrlnl .nd I or ,pllklns nlld.. 1",,'44T.10IO (fT onlV),
DI"iICTlOMII A".p.rt~ In Int.r..I n.t IItloll.d Hlthlh. ........nt ., t.... .h.wn .,n t~l. noU.. ..~ .b!..I within
.1.t.(oOld'" olr...lpt,o, thl,H'U" b., ,', ' , '
"Hrlll.., prot..! 10 th.P. D.p.rt"nt 01 b'V.nu., lioord .,.pp..I., D.pt, 11I011, l\.rrlobura.PA IrUI-lon'; OR
...,..Unl to ,hov' tho IItt,r d.tor.ln.d .t .udlt 01 Ih.p.r.on.1 r.pr...nt.Uvo, OR
~~IPP,.l to thl Qrphan.' Court.
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l'lbATlvtl
CDllllICTiDtlII r..tUllI .rroro"dl".Vlrld on thlo ....m.nt .h.uld b. .~dr....d In Wrltlllll, \01 pA n.p.rt..nt 0' R.o/.r\iI.,
'ur...ol IndlvIdU.1 T.,../ .TTHI P..t........nt b.vl.w unII, D.pt, 2'0601, ,H.rrl.burs, P. 111'8'0601,
Phon. 11171 7,7.6DOD. D.. p.s. Dol th,', bo.kl.t "In.tru.,Uon' lor Inh.r Iton.. To.R.turn lor. boold.nt
blo.dtnt" IRDY'IDOII 'ol.n ..pI.n.tlon'ol .d.lnl.tr.tIv.l. oorr.ot'bl. .rr',',
PllHALTV\
INTIRIBTI
"
Th' lok tOM oon..ty non'..rll.lp.UOlf P'"'It~ 10 oo.put.d on tho t~'t.1 ., tho t~. .nd,lntor..t.......~I,,'dOOl
",.Id b"O'," J'.wor~ \8,' 1996. Ih. flr.t, d.~ ol,t,r Ih. .nd 01 th',t" .on",t. porlod. Thh non,p,lrtt.I,P, .tt.n,
~on.II~ l.app..lObI. In tho .... ..nn.r on~ In Ih' tho .... tl.. p.rl.d'....u w."I~ .pp..l tho t..,.n~ Int.,.,t
the. hit ~.." -.n....d.. lndhattd on 'hb noUcl,
r4r ~.\.. .',d..th .p.r .ftar 10'S''', p.nn..ly.nll D.llt., ,T"b",.d On Ih. p.d.rll ~.tot. .la'
r"urn b......' d.llnqu.nt .t tho .~plr.Uon ., nln. (091 .onth. 'roo tho d.t.." d..th.
ror,d.t..o' d".th prl.rl. 10,,'91,'..nnOl\..nl. .".t.T" b.lld on th.P,dor.1 lllIto To. ,roturn
b......d.llnqu.nl .t I~' ",plr.U.n .,.loht..n(\8! ..nth. ,roo tho ~.t.., d,..th,
,,}.k.. whl.h'boo".d.pnqu.piboloro Jonu.rV I, 19" bllr Intorlll .t t~. rot. 01 .1. (m plroon!:"o. onn...,
..Ioul.i.d .t . d.ll~ rot. ofiO~O,14'illlt.'" .hloh b..... d.Unq\!Ont on .r ,,'ior ,J.nu'r. I1,l982 .Uldlllr'
Int,r..t .t:, r.to .hloh will vor~ fr....londor Vllr t. o.l.pd,r...r with th.t rlt._oun..d b. Ih. P.
D'porl,.nt ., b.y.nu., ' Th. 'PPII.obl.lnllro,t roll' f.r 1961 Ihrou.h lO~1 or,',
Vllr Illt....t b.t. 'D.m Intor..t P.otor V..r Intor..t R.t. 0.11. Int.r..t P..tor
- -
9X ,
1911 lOX .OOOD., 1m ,0001.7
1;'1 lOX .ooo.n I9n'lo04 7X .000192
16. Ilk .00OSOl 1991'1991 9k .000147
I9U Ilk , j00l86 1999 7k .000192
UA6 lOX .oOOI7~ lOOO 8k " ,,00UI9
1001 9X .000147 lOOl 9X 100011',7
1911-1'91 IlH ,0001~1
.'Intornl ii' olloul.ttd I' .011C"'I'
t~T~RBIT ," _hLAHeB OP ThX UHPhXO, X ,HUHIBR OP DhVS DB~XHQUBHT X DAlLV, XHTBRBSTPhOTOM
...n. Hott.., l"U'd .It.r Ih. 10M b...... d.llllq\/.nt ,will ,rofl..\ on lntor..t ..lo"lotton to llfl..n \lBl~~'
b.~ond, tho dlt. 01 Ih.'........nt. 1/ p.~"nt h ..~. .ftor tho lntor..t oo.put.Uon~.tit .hown ,on tho
H.tl.., .ddltl.",1 Intor~ot .u.t b. .ol.ul.t.d."
"
,
,';
PURPOIH or
NotIO~<1 "
PAYItllHTI
"
.,RH~IIHD ICRlI
0lJEOTlOH81
ADMIN-
18TRATlVe
OOflRHOllOHIl
PENAlTY I
I~THRH8tl
l~ ftlHU1 thl rflqulrl,.lnh ~f elation 21400' the Inherltanae and e-tat. 1"1t ~at, AotU af 2000. (72P.8.'
alothm 9140) j
Oetaoh,thl top portion of thlt'HotloQ and tub.U wlthvour pav..nt to th.Reght.r of HUh printed on thi;
rlver.t lSdl.
n HokO ohook br OOhO~Qrd.r p...~IQ tOI RBaISTBRoF HlL~a, ADBNT,
A rtfundaf 1\ 't'M oredlt'~a~rbl requlltedb)' oa..pletlng an "Applioation for R.fundaf P.nn.ylv.nl.
Inhlrltlnoti, .nd E.t~te T'M~ (ReY"13Ull ,A~pllolltlon'lIrA .val1ftblQ at t~1 Offlol of the R.glth,. of WillI, i,
any of thl tS, R'vlnuA Dhtrlot OfUo.. or fro. the Oeplrt",mtll 24..hour MlwlIr1nll ~.rYIOA for for'u ord.rlngl
1"aOO~562"20&O' IIrvlo.. fortft)CpaYlrl wl~h IP.ahtl ,hurln" and/or .~..kl"g n..d,' 1""00"447"3020 (ll onh') I,
Anv Pllrty In Int.rllt flot tat hUed with the ......III.nt of ta)C .. .hown em thlt natloD ..v obJIQt within
.1~\V(60) .d~V' 01 r.o.lpt oflhll HoU.. bil" ,," , '
....wrut.n prottlt to th.PA P,p""t.,nt of Rlv.nue,' Board of Appuh,Oer*t. 281011, ll.rrhbUrg, 1'A1712a-1021,' OR
--.lloUn" to have the "eUer d,t8r.ln,d'llt,eudH of thl periional,.,pr8l8ntatlvl, OR
"-app.al to th. Orphanl' ~oUtt
hotua1 Irror, dlloovtrld on thll ........nt .hould b. addrillllld In writing ~Ol PA aepart.ent of Rtvenut,
,ur.au~f :tndlvldu.l h)cd,AtlHI po.t ^.......nt,Rlvl.w Unit, DIpt. 280601, llarrl.burShPA17Ue-0601,
phone (711) 187.680&, ,a.. pag. & of the bot;lkl.t "In.,~uot,l~n. for lnh.rlt."o~Tal( Ru\urf1 far. Reald.nt
Dtotdtf1,t" (~EY.U01) for,an 'kp1anath", of ad.lnlltratlvlIlY oQrrectublt error..
" '
T'h. IB~' taM a-n..ty'non"partlolpatlon'p.n,ltv, it oQMputed on,\I1' tobl of th. taM and Int.r..t .......d, and not
paid b,fDrt Januarv,I,$, 1996, thl flr.t d.~ eftlr thl .nd of the ta)C a.ne.tv p,rladi ThS. non-pnrUclpaUon
p,.".U~ 11 IPplu,labl. In 't1\11I'.... .ann~r".nd In the the .... tl~u period III Vou MoUld ~PP'" thl ta)Cend Inhre.t'
thllt 'hal blln .......d al Indloatldon thlt notlol. "
AddlUonal Pe""ly1v~leEltatllnM ...usid II . r"uit Ci,f a ohang, on th.Fedlral btat. 'alt qh.lng
~tttlr bloo.e. ;dlUnquent at the 8kPlraUon of on'IO) .onth froM the date the Hnal notlcl of 'the Jnor....
in rtdlr_1-H.tato TIM t. reo.lv.d.
T8M" Whloh"b~OI.' dlU'oquiI'nt bifore Jen\lirv 1, 1982 blar Intorllt "t thl,tltl of .h< (6~l p,ro.nt Plr annUM
o.1cn.n"tld It II d.I1V:rtt~ Cif .'00164" AU tlltl.'loIhloh b.-o..e d.lInquent' on etr eft"r Jal1Ulrv 1', 1982wll1 b..r
_n'lr..t at II rlt. whlah wll1 v.r~ fro. ,qllhndar V'"r to oltlD'odar v.ar with that r.t. announood by thl PA
b.part",nt of :AaV'nu, . the ft"plloablt Jnt.rllt ,rlhi for 1i1a2 through 2001 Ir.'
"
~ lnter..t 'Mlta Dllh tnt.rl.t re/ltor V.et ltitorGlt RllItti pa'lv'tntar..t raotor
-
198t lOX ,000141 1991 9X .000147
19B5 16X ,0004'8 1991-1994 7X .0001'1t
1916 m ,000101 1995-1998 9X .000247
1981 UX jOOOS&6 1999 7U iOOOI91
19aO lOX ,000t74 aooo ax ,ooom
1987 9X ,OOOa67 'UOI 9X ,000047
198a-1991 lIX ,00nOI
....Jnt.r..t I. oaloul.t.d I' fol'oWI'
lNTBRSST. BA~ANCS OF TAX UNPAID K NU"BBR OF DAYS DBLINQUBNT X DAI~Y INTBRBST FACTOR
"-Any NnUo. h,~d attar th. tel( b.oo." dtllnqUtnt will t'oH.ot anlntar..t onlaulatlon tn flftll~, 0&) din
b.vond thl d.t, of the a....IIII.'ot. If PIY"I"t It ".do att.r thl Intarllt OOM"utation d.t, .hown On tht
HOtlOI, additional hitere.t llIu.t be ofthul.t*d. l
0,,"02-2001
CA~ABRESE
07"22"1997
21 97-0668
CUMBER~AND
101
IA~ount R.~Hbd l
MAKI OHIOK PAVABI.I AND RIMXT PAVMINT Tal
REGISTER OP WILLS
CUMBERLAND CO COURT HOUSE
cARLISLE, PA 11013
,
OUT AI.ONlI -"'JiU I.INI ~ RITAIN l.OWER PORTION, paR YOUR RIOORDB -411.
~W;IIW-i'jf"A~li'.r1Y:G~1"-RflYf6i"oll-WHi1ffTAlJ'oi-Y,\j-Aii~~'iifii11liilt";-At1."ciQ~lJ'oi-'b1f---...___.._m_-
, DuALI.OWANOI OP DIDUOTloNB AND AsalBBHINT 01' TAX .
IBTAlI 01' CAl.ABRESE ,'MICHAEl. P PIl.I NO. 21, 91-0668 AoN 1'01 DATI 01\-02-20Q1
TAM R&TURH, WAS, I X I ACCEPTED AS pnED I CHAHOHD
< . I'
h..IRVATION OONOIRNINO,PUTURIINTBRIST - BII RIVIRBI
A,PPRAUID VAI.UI 01' RITURN BABID aNI ORIGINAL RETURN'
I. R.al H.t.ta (80h.dula Al
e. 8took. and Sond. 18oh.dul.S1
I, Clo.al~ Hald 8tOOk/partn.r.hlp lntar..t 180h.dula Cl
4, Horteae.a/Hot.. Rao.ly.bla ISoh.dul. PI
8, Ca'h/.ank aapo.lt./HA'o, P.r.onal Proparty 180h.dul. HI
6. JointlY Ownad Prop.rty ISoh.dUla PI '
7, Tran.far. 18ohidUI.'OI
8. Total A..at.
APPROVID UIDUOTIONB AND IXIHPTXONBI
" Punaral EMpan",/Ad~,'Co.t./HI.o, HMP.n... ISoh.dul. H' 191
10, Pabb/Horteaea LhblllUa"L,an. 18oh.dUb 11 UOI .00
11 . Total a.duoHon. ,1111
18, H.t Valua of T.M R.turn UBI
11, ch.rltabl./OoY.rn~.ntal s.qua.t.) Hon".l"Dtad 9111 Tru.t. l~oh.dul. Jl 1111
14, ,~at Valua of s.tab 8ulij.ot to T.M (14)
NOTlI Xf,.n ......"'.n,t W',' .illued pr.Vil;lu,.1Y, Une'. 1/., 18 end/ar 16, 17, n.nd
r.f1.at figur.. that inaludeth' tpte1 af ~ r.~urn' ......ed tad.t..
ASSISBHINT 01' TAXI
18, AaO<lnt of Lln. 14 .t spou..1 rot. (UI .00 k 00 ·
16. Aaount,of Lln. 14 taM.bl. at Llnaal/Cla.. A rat. U6I .00 M 06 ·
17, Alito\lllt of Llna 14 at 81bllne rata 117l ,OOM 00 P
18. A~ount ,of Llna 14 taMabl. .t coUataral/Chu S r.b U8) .00 M 15 p
1', Prinolp.l TaM PU. 11').
/6-1 q~lJI
DU""AU Of INDIVIDUAL TAMES
II..HIIIII(I' !AlI IIIY"IUH
"'1'1. 1ft0601
III!H...'IHU, 1'1 11111-01001
OOHHONWIAI.TH 01' PENNBVLVANXA
DEPARTMENT OP RIVENUI
NOTlCH OP INIIERlTANCE TAM
APPRAISEHENT, ALLOWANCE OR DiSALLOWANCE
OP DEDUCTIONS AND ASSESSHENT Of TAM
PllTER J Rllll5LI!R
3401 N PRONT ST
,flBG
lJl
DATI
IBTATlOP
DATil OP DIATH
PXI.I NUHBIR
" pPUNTV
AbN
(;I ,
PA 1711Q"
t:l'l
, 11I
tal
lSl
141
ISI
161
171
.00
.00
.00
j'OO
416.668,'04
. i 00
.po
(81
63,271,1'3
INTBRE8T/P~N PAID
AHDUNT PAID
TOTAl. TAX ORIDXT
BALANOI OF TAX DUI
XNTIRIBT AND PIN.
TOTAL DUI
CJ
*
m.tmumw..t'
MICHAEL
P
HOTB, To An.ura propar
oradlt to ~oUr aooount,
.ub~1t th.' upp'". portion
of th,_ forft with your
t.~ pa~~.nt.'
476.668,04
I.",,'.'J.77 1~
413.390,91
413,390,91
,00
19,w111
,00
,00
,no
.00
,00
.00
.00
.00
,00
M IF PAID APTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTERH8T,
IF TOTAL DUE IS LESR THIN .1, NO PAY HE NT IS REQUIRED.
IF TOTAL DUB IS REHECTED AS A "CREDIT" CCRI, yoU HAY HE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS, I
RE~aRVATION' Iot.t.. 0/ d...donla dvlno on or b.lo," Oao..bor 12, I.U' -- 1/ .n. /~I~," lr\la".1 In tho "1.1.10 I..n./."ad
t~ pOli...lon,or tnJQVM'nt to 01... B (OoJlltfr.') bln.flalnrl.. o~_th',d.o.dlnt .ftlr thl Ixplrltlon af DMY ,.,.ta for ,.
'Hf, or for v..r., thl Co.,qnw,.Uh h.rtbV .xpr.~,1Y ru.tYII thl r'~l't to IPP,."tll and ...... tran,f.r Inherltlnat Tlxtl
It thl lawful' Cl... a (ooltntlrtll rata on ,nv luahfutur. Intlr..tt '
PUIlPOH OP ,
NOTICE' To ,/ul/llI Iha ,"nulr...nla of 6o01l0n 2140 0/ Iho Inhorll.no..nd uIoI. T.. A.I, Aol ,~ 0/ 2000. en p,s,
soollon .\40),
"
0.1'011 Ih. lop porllon 0/ 11110 NOIIO' .nd aub.lIwllll vo~r p....nl to 1110 Roolol" 0/ Nlllo ,p.lnl.d on III. ,"vora. old.,
--HoI<. oll..k or oon'V ord.. p'V.bl. la' RBOISTIIR OF "I~LS'I ^OBHT
. . . - ,
R"'UH,D (CRH A r'f~jnc(of &I t.~ orldU, whlClh wunot.;,.quntld on the Hue Meturn; lav tit rlqll,.hd bV ClD.pltUnllln "Applloltlon
for R.fun<l .f p'MaVlv.nl' InllarllOno, .nd 10101. T.." eREY-I!\$), Appllo.llon. a'" ,v'II'b\l .1 III. olll..
a/III. R.ol.tor 0/ HlIh, \'fl. of III. IS R.y.nua O\ll.lot 0/110", d. bv .ollln. thn .pool.1 B4-hour
.n"f~rlnU--..r.vtCl" forfor..ordtrlnUI 1.~OO.562"IDBOJ .."vlall fur tIU(paYlr. wtth ,plolel hlarlng and ~fIt'
,p,ol(lno, nud., l.a90-441-S0U (TT onlVIo ' '
PAyHtlHT,
OIJECtlONal 'AnvpertY In lntlr..t not' '1,~l,fl_d with th, Dpprnhl",nt,'.llowahOl, or dtlll1Qwenol'of'dtduotlonl, nr ...ei...nt
01 I.. lInoludlno dlooounl 0. lnl.rnall .. .hown on Ihh Nolloo .u'l obl..1 _lIl1ln '1,.1. (60) d.V' of "..Ipl of
Ihl. Hollo. bV'
OR
"
!".;wrl~t'n 'pr!J:t..t. to thlP" Dlplrhelnt, ofR,vlm.lI, laird (If Appouh, Dlpt, 2819fU, tt.rrhburu,PA 17Ue-lOU;
.....l.~tlo" to hew' the .att.r d.terllllnld at eudlt of the .ooount of thll PlrlOnll repr..entntl'lt, OR
?',-apn,.1 to thl.Orphan.! Court,
~~" " ' '
I&TRATIYE ' ,
CORREcttoH81 FaQtual Irrqr' dhoov.r.don thlt ...e....nt' 'hould be eddrluad In wrlUng tO,1 PA Dlpert..ot" of Ri'l.nUt,
aUf"U 0/ Inillyld~ol 1...., ATTN\ po.1 Am....nl Ravl.w Unl\, o.pI' eM601. "orrl'bur~. PA IlIea~0601
P, h,o"" t 117), 767"6IU" '-'U PltllCla o,f thl,book_ltt "In.\ruo\lon. for tnhClr 1 hnoCl TIlIM M.turn for,.1I R_lId.nt
D.o.dlnt" tREy-taU) for In IMP1Dnetlon of .dilln1ttr.UlJllY oCJrrQohbl. .rror't .
tf anv tal( ,cfUi 11 paid within thruI ('5) o.lendlllr .onth. aUlr thl dlc'd.nt',' dl"th', I Hy. plroent (SIO dhoount of'
III. I.. p.ld h .Uaw.d,' ,
DISCOUNT!
P2NALTY,
,. '
1h',_ lIXjt,','~",_n._tv,'"On.p~ftlo,I,patlo,n,~ln'ltvl' cQilput.d an the tptal of the taM .nd,'lnt.r..t....,...~I.. and not
p~ld,b'for.January la,'1996; ,the fJr,t day aft.rth,."d ofthetDM...n..typ,rSod. Thl. non"pertlolpl lon,
pa"a1tv la appealable In the .a.' "."nlr and In thtthl .... U.e p'r lod at yoU would apptal the tI!IM and lnter..t
thlt ha. b.."......ld'.. Indlnat.don thl. notlol,
J"t.,.e.tiloh.rg.d blalnn'nJ,wIth flr.t daY of dll1nquenov, or nlnl (9) ~onth' and on. (1) day fro. th.U.t. of
de.th, to the date of pay"ont, TaMttwhloh blo.., d.l1nqu.nt blfor. JanuarY 1,19.2 blar lnter..t a'-the rate of
.1K ,(6X)p.rotnt p.r annul oaloul.ted lit.. dalh rlllt. of .OOQ164. All tllMII which blo..e d."nqlllnt 'on and aU.r
JI"ua"y 1, 19U wUl bt." Inter..t at . rata wtlloh w111 vlrY fro. o.lendar v,. I' to ual.ndar vI.r with th.t rate
.mounoed bY the PA Dlped.,nt qf Rly.nUI, Th4i applloabh lnt.r..t rDh. for 1961 throua~ 2001 arll .
IH1~R2STl
V..r tntlrllt Rltl DallY Jnter..t Paator V.ar tnter..' Rat. D.ll~ tnt.r'lt raotor
- -
1'~2 m ,00064~ \9.2 9X ,000141
1985 16X ,00g4sa \991'1994 1X ,000192
\984 IIX ,gOOSOI 19'&-199& 9X ,000241
19a~ laX ,00OS&6 1999 1X ,000192
198& lOX tOO0l!14 e008 ax ,000eI9,
1981 9X ,000247 ZOOI 9X ;000e41
1988-1 m IIX ,00OSOI
.Mln\.rt.t I, caloulated a' follOW'.
IHTBRBST'. BALAHUS O~ TAX UHPAXD X HU"SB~ OF cAYS OB~IHQUBHT X DAILY IHTBRSST FACTOR
.-AnY,Hotloe l..u.d aft.r thl tlK bloo.e. dellnqulnt will r~fl'Qt an ,"tlrt.t oaloulatlon to. flft..n liB) dlllV'
tllvondth' dab of thl ........nt. If p~wll.nt It Iu,d. after -the ;lnterllt oOIlPUtDtllIt'! dill" .hown on th_
Hatlol, .ddltlonal Int.r..tlU.t b. oftlaulntod.