HomeMy WebLinkAbout97-00707
l'ETlTlON FOlll'HOBATE llllt.l CHANT OF LE'HEHS
CJ./-J]7 - "/07
EJlau of GEOHGE ,1. KONECNl
also ~"OWII os .---
No.
To:
Register of Wills for the
~ Dtctased. CoulllY of . CUMIJ EIU,IIND III Ihe
Social Strur/ry No. 1 43 - 0 1 - 4 ] ~) 2 Commollweallh of Pellnsylvanla
Thc petillo II of lhe ulldersl~lIed respectfully rcpresellts that:
Your petllluller(s). who Is/arc 18 yenrs of age or older all the e~ecul.2J:..'i-
llllhe lut will of Ihe above decedenl, daled _ IIpr U-lQ ,
alld codlcll(s) dated
named
_,19.--!!L
--_...--
(~IMC: 1c1c:v:ull ChUIIlUlnIlC~S. (". ICllllIlCll\tlOll, tJcnlh or CAcculOl, tIc,)
Deeedenl \l'lIS dOl1\lciled nl dcnlh In C:llmbeLLi.n.cL-- County, Pennsylvania, wllh
IL is last family or principal residellce at 308 Manchester Road
Lowe.Llll1en 1'own"hip
llist ~lrcel, Humber, '1'\\'(1- or Uoro,l
l)ecedenl.lhCll 88 )'ears of a~e. died IIlIg\lst g, ,19 g7
at Manor Care Health...,aervices .
Except as follows, decedellt did not marry, was not divorced and did not h.avc a child born or adopted
after execution of lhe will oUered for probale; was nollhc vlclilll of a killing and was never adjudicated
IlIcompetent:
Decedent at dcalh owned properly with eSlimated I'alues as follows:
(If domlclled ill Po.) All personal pruperly S 36.800.00
(If not domiciled in Pa.) Personal properly in l'ennsl'lvania S
(If not domiciled in Pa,) Personal property in County' S
Value oCreal eslatc In Pennsl'\I'ania S None
situated as follows: .
WHEREFORE, pelilloller(s) respectfully
presented herewllh and the Ilrallt of lelters
thcron.
request(,) lhe probale of the last will and codlcll(s)
TestamentAry.
(l~llmentlry; Idmlnislratlon c,t.I.; Idmlnisllllhm d.b,n,c.t...)
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Mp~h;:ani~Rhl1rg. PA. 170SC;
OATH OF PEHSONAL HEPRESENTATlYE
COMl\lONWEAL1'H OF l'ENNSYLVAN.IA } ss
COUNTY OF' r:t1I~BERLAND
The petltloner(s) Above.named swenr(s) or arfirlll(s) Ihatthe slatcmclIII in the foregoing petition are
\Iuc and corrccllo lhe besl of Ih. knowl.Jge nnd belief of PCllllollcr(s) olld Ihnt es l.ersonftl reprcsen-
Intivell) of t.he oboye deeedellt pelltioncr(s) \"111 well al d \Iuly administer lhe eslate according 10 law.
,'1 I)
Sworn to or amUlled. alld subscribed { i. ,.:L.:jr,tr' ~
before me Ihis 21st. day of J 'C II. Scott: ':;
":r~\lst 19.-U- !l.
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WARNING: IIlu IlIogullo ~bpl?C~ill71~79 copy by phnlo!;IHI or photograph.
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AUG 12 1997
4495836
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SIDILD READ AS FOLLOWS,
f/9/1?97
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{,,(5n-n,' /{J~br;'\"?"/flfL-
. COMMONWEALTN OF PENNIYLVANIA' DEPAATMENT OF HEALTN' VITAL AECOADI
. CERTIFICATE OF DEATH
DATE Of OINH ,1oklAIl Pt,_ ;;;;-----
1997
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son-In-law, ROBlm-r W. SC01'!', Executor.
)~'SS WHEREOF, I hereunto set
o.r(T' --- ,1988.
. ,
my hand and seal this c"10
day of
(1:~~/f''; (SEAL)
J <onecIII
Signed, sealed, pUblished and declared by the above-named Testator, as and
for his Last WI11 and Testament, In the presence of us, who, at his request, In his
presence and In the presence of each other have hereunto subscribed our nllmes as
witnesses.
--
ACKNOWIJEDOMllJil'r
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SSl
1, GEORGE J. I{ONECNI, 'restator, whose name Is signed to the foregoing
Instrument, having been duly qualified according to law, do hereby acknowledge that
1 signed and executed the Instrument as my Last Will and Testament; that 1 signed
It willingly; lInd that I signed It as my free and voluntary act for the purposes
therein expressed.
--t:./ '
, ":'- /C~_.A!<r-t/
ONECNI
Sworn (lr affirmed to and acknowledged before me, by GEORGE J. l{ONECNI,
the Testator, this :\~,)\ day of c.y,,"''I.... 1986.
("'r ,.'
-..'> ,-""" " . ,~- ._~....~.~..--...~---.....
Notary Public) t;
DIANNE LENIG, NOTARY PUBLIC
My COITlmlss\OIl (xpW$ lll"Cl'mbef 21. 1989
lemOYIIQ, PA CumllerlilnJ CQunW
"
CERTIFICATION~E-NOTLCE UNDER RULE 5,6(a)
Name of Decedent: GgOROg ,1. KONECNl
---
Date of Death: August 9, 1997
Will No. 0707 Admin. No.
To the Register:
1 certify that notice of beneficial inter.est required by
Rule 5.6(a) of the orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
8/22/97 I
Joyce A. Scott
Addr~
467 Woodcrest Drive
Name
-
MechanicAburg, PII 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
None
Date: 10/1/97
('-j
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Name ace A. Johnson
Johnson, Duffie, Stewart & Weidner
Address 301 Market St.. P. O. BoX 109
Iemoyne, PA 17043-0109
"elephone (117) 761-4540
~f~
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ULl
Capacity:
Personal Representative
x Counsel for personal
representative
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TO
, Register of Wills Office
CUmberland County Courthouse
1 Courthouse Square
FROM
JOHNSON, DUFFIE, STEWART I WEIDNER
Attorneys at Law
P.O. Box 109
LEMOYNE, PA 17043
. SlIBJECT:
FOLO +
Carlisle, PA 17013-3387
-
Estate of George J. Konecni 21-97-0707
Date of Death: August 9, 1997
DATE: 11/5/97
Enclosed is a check in the amount of $1,500.00 as a payment on account
of Inheritance Tax for the above-captioned Estate, being made within
the 90 days to allow for the 5% discount.
PLEASE REPLY TO
--
SIGNED
Horace A. Johnson
REPLY
DATE:
SIGNED
Roordor 110m I1F270 orllYlllC, p,o_ Bo~ 2944, ~tallford, (;1 {)(,10<l2944
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H P NNSYLVI.NI~
DePARTMENT OF R~VENUE
OEPT.l1Oe01
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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:",y, di'd;"':'i!")o > BE SURE TO ANSWER ALL QUESTIONS,ON REVERSE:SIDE AND RECHECK MATH .< <.
UndoI~ofl*fury, lde<lnlhall ",,"e_ned~1I "~m, 1r</vd1"l_~"I "hedur..IIld._~, ond 10"" besl 01 my I<nc>oIedge ond bellel, IllIirue, "",ecl ond ~te. Decltrlllonofprepil1l"""
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LE FOR F~ RETURN,
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'..u NUMliER::i"::~:",,7S,,;u;'-'7:i:;7"'" ':~'I
,,21 9,7 07,07 I
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T,'IAT,~U100l_,
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,G '. F. 0 R G; F.
... DAtE Of' DEATH
..K O. NEe N I
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IAlIECURITY Nl,fAIlER
.'
DATE Of (lIAnl
5.2 018 /09 /1 9 i 9 70' do
9/1 '9: O!g!;
TNII RETURN MUifiiFUD IN DUPLI(:ATE WITN TNE
REGISTER OF WILLS
1.43-01-41
(IF .YPlICABU!) SURVMOO SPOUSE'81-W.1E (lAST, FIRST, AAQMIODlE tMTlAI.) socw. SECURITY tM4BER
[l9 1. ~Inel Ratum 0 2. Supplemental Rel1Jm 0 3. Remainder Rel1Jm'dIlI~.""".':"HlI
o 4, Limited Estale 0 4a. Fulurelnler03tComprom~. (d"~."""l.ll-I~ 0 5. Fedaral ~~""e Tex Rel1Jm Raq'ilred
IXI 6. Decedenl Died Testale,,,,," "'" ~ "") 0 7. ~!OOd.nl Maintained a L,'ng Tru,'lAllo:'''''' ofTNlQ _ 8. To",' Number 01 Sefe Deposit Bom
o 9. L1tlgetlon Proceeds Roce.ed 0 10 Spousal Poverty Credit". ~... be""', U.II.111Ild Hll) 0 11. EleetIon to tax under Sec. 9113(A) ,"",'!<II 0)
THIS SECTION MUST BE COMPLETEO. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
tw.U! COMf>lElEMAJlINQADORESS
Horace A. Johnson, Esq.
Stewart & Weidner
301 Market Street
P. O. Box 109
I.emoyne, PA 17043-0109
1. Real E.""e (Schedule A) (1)
2. StockIend Bonds (Schedule B) (2)
3. Closely Held Corpo"Uon,P.rtn.~hlp or Sole-Proprt.'o~hlp (3)
4. MortgllgOS & Nolos Roce.able (Sch.dule D) (4) 1
S. ClSh, Bank Depos~ & MIsalIl.nOOllS Personal Property ..."
Z (ScI1edule E) (5) 3 7 1 5, 1 0., ., .9
0 6. JoInlly (>,vneel Property (Sdledule F) (6) f, i j.
~ 7. Inler.VJyoa Transr.~ & Miscellaneous Non-Probal. Property .,<-'(; t..,,; -_~.';;:K>-;',"'.;
(7) 41'5, 01 0',,0 0
E (Sdledule G or L)
8. Tolal Oroll Alletl (Iotal L1n031-n (8) ,','
~
9. Funeral E,pans03 & Admlnlslrallve Cosls (Schedule 11) (9) 13 ,; 5 i 2 i 7', 5 9' i
-I _ _. .__ ~
10. Debls of Decedenl, Mortge9. L1abIllU03, & Liens (Schedul.'1 (10) 1 9 4, 6,,7 8
11. Tolal Dtductlonl(total Lln03 9 & 10) (11)
I' l)~-iil~'IA[-ulif.' Ofll'f
i
42../0 i 1 i O. 7 9
14 474.37
12. Net Velu..' Ellate (Line B minus Line 11)
13. Cher1table and Govemmental Baqu.,lsISeo 9113 Tru," for which en eloclJon to lax ha, nol boen
mede (Sdladule J)
14. Net V.lue Subjectt. To (Line 12 mlnu, Llnell)
IS. Amountofine14taxeble ,
atlhtlpouaal tax rale 'I ."
S..lnslnrotJon, on reve,.e sid. for epplleable pereanlag.
16. Amount 01 line 14 taxeble
el6%raie 2 7 1 5
17. Amount 01 line 14 taxable
etlS% rale
(12)
(13)
I" 2 7, 5.36,..4 2
" , - 'n '-
(14)
.2 7
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, 5 3,6 . 4 2
:f .,l X ..0 ( (IS) , , (;
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16. Tax Due
19.
3 6. 4 2 X .08 (16) 1 I 6 5 2 . 19
',,;;,~', fe'..," ,.-1 " ,,.--"
X .15 (17) , - 0 -
(16) ,_"" 1 '. 6 5 2 " 1 9
ADDRESS
467 Woodcrest Dr.ive
Mechanicsburg, PA 17055
O. Market St., P. O. Box
Lemoyne, PA 17043-0109
109
DATE
/,;-/1;1'7
DATE
/2/1"/f7
ADDRESS
~ec'edent" Complete Addreu:
TREf.T~~ ----..
Manor: Car.e Health Serv.l.oos
___*_' -.--_.-.-0
308 ManchoBt:er Road
---
r
CITY
"nIT{' llill
rlx Payments and Credits:
1. TIIX Due (Page 1 L1na18)
2. Credlta/Paymentl
A, Spoueai Poverty Credit
B. PrtOf Payments
C. Discount
r8T~TE n~-----rzw-
L----,-=- ..L-. 17011
(1) 1,652.19
-0-
=-1,500.00
78.95
Total Credits ( A + B + C ) (2)
1,578.95
3, IntereetlPenally If applicable
D. Interest
E. Penally
TolallnteresVPenally ( 0 + E) (3)
4, II line 21s grealerthan line 1 + line 3, enter Ihedlfference. This Is the OVERPAYMENT.
Check box on Plgl1 L1nlle to requelll relund (4)
5. II line 1 + line 31s grealer then line 2, enler the difference. This Is the TAX DUE. (5)
A. Enler the Interest on the tax due. (5A)
8. Enler lhe tolal 01 Line 5 + eA, This Is the BALANCE DUE. (58)
Maka Ch~k pa~ble to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent meke a Iranaler end: Yes
e. retsln Ihe use or Incoma olthe property translerred; ............................................................. 0
b. relaln the rlghlto deslgnale who shall use Ihe property translerred pr Its Income; ......,......... 0
c, retain s reverslonsry Inlerest; or...............,.......................................,.......,............................. 0
d. receive Ihs promise lor 1I1e 01 either paymenls, ben~fits or care? .........................................0
2. II death occurred on or belore December 12, 1982, did decedent within two years
preceding death transler property without receiving adequale consideration? II death occurred
alter December 12, 1982. did decedenltranaler property within one year 01 death without
receiving adequate consideration? ....... ........... ................,....... ......... ....., ,..,.. ...... ........... ...... ........ ~
3. Old decedent own an 'In trusl lor' or payable upon death bank account or security
st his or her dealh? ......................,.............,.......................,.........................................................0
4. Old decedent own an Indlvldusl retirement account. annuity, or other non-probate property? ....0
-0-
73.24
-0-
73.24
No
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72 P.S.li9116 (a) (1.1) (I) provided lor Ihe reduction of the lax rate Imposed on the nel value oltranslers 10 or lor Ihe use ollhe
surviving spouse Irom 6% to 3% lor detes 01 death on or alter July 1, 1994 and belore January 1, 1995.
72 P.S.li9116 (a) (1.1) (II) provided lor Ihe reduction ofthe rata Imposed on the nel value ollranalers to orlor Ihe use 01 the surviving
spouse Irom 3% 10 0% lor dales 01 death on or alter January 1. 1995. The statute ~oes not exemDI a Iranslerlo a aurvlvlng spouse
Irom lax. and Ihe statulory requirements lor disclosure 01 assets and flllng II lex return are stili eppllcable even IIlhe surviving spoule
Is Ihe only beneflclary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Plesse answer the loll owing question by placing an 'x'ln the
appropriate space.
Old Ihe decedent creale a truII or 11m liar arrangement which Is solely for Ihe IUNlvlng epoule" benent lor hll or her enllre
Illetlme? Yel 0 No Q
II you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until the death 01 the second
spouse, at which lime It will be lully taxeble at the rate(l) applicable to the remainder beneflclary(les). Enter the value 01 the trust on
Schedule J, Part II, In order to remove It Irom the calculation 01 the tax due In this estate. You may wish to lIIe Schedule 0 In order to
make the election available under Section 9113. IIlhe election Is made. Ihe trust or similar errangement Is taxed In the estate 01 the
flrsl decedent spouse, the portion 01 the trust or similar errangement which benefits the surviving spouse Is taxed al the zero tax rate,
and Ihe remainder Is taxed at the rate(s) applicable to the remainder beneflclary(les). II you choose to make the election, you must
a"ach Schedule 0 to a tlmely.flled tax reMn, slong with Schedule(s) K andlor M In order to show the apportionment 01 the trust or
elmller arrangement between the surviving Ipouse and the remelnder beneflclary(les).
...
.....-.~'- ---,~,---<.....~...".._.",_.,-,,-
oon.ln-Iaw, ROBER'r W. SCOTTI Executor.
~ .~~~~SS WHEREOF, I hereunto set
'rUA I 1986.
my hand and seal this 8!)
day of
(SEAL)
Signed, sealed, published and declared by the above.named Testator, as and
for his Last Will and Testament, In the presence of us, who, at his request, In his
presence and In the presence of each other have hereunto subscribed our names as
witnesses.
.......".,I.~.
COMMOIN/EAl.TH OF PfNNSYlVANIII
INHEIUTAHCE TIoX RETURN
E8TATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-97-0707
KONECNI, GEORGE J.
Indudell1t proceedl 01 IlIIgellon end the dll.o the proceedl were re<lNed bV the 0$1.01.0. All property jolnttvoOwned wtth the right ollul'llvol1lhlp mUll be dllololld on Schedule F.
ITEM - VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
--
I.
2.
3.
Household C~s - date of death value
500.00
PNC Bank, N.A. - Savl.ngs Account No. 5130180962 -
Date of death balance, plus accrued interest
34,785.56
Har~l.s Savl.ngs Bank - Checkl.ng Account No. 05-00009422
Date of death balance
2;225.23
'\
!hi;,>)""",_",'"
TOTAl. (Also enter on line 5, RecapltulaUonl. 37,510.79
llf m!1(~,"M('~ I", f'I~rIf1f"t4 IM~rt ~rM\I1(w:I,,,h~tQ,..,t I.hl'l C!~rolt~ht\\,,_;..-.; ""["'i'\-;~'''''/<-~
. !t;~\...~t:l
.,
'*
C(lMM(lIfflW.TH Of PEHNSYLVANIA
INHEIUTANCE TAX RETURN
I
E.TAlEOF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
KONECNI, GEORGE J.
Deble ot decedent mUAI be "ported on Schedule I.
ITEM .
NUMBER
A.
\,
2.
3.
4.
5.
6.
7.
B.
\.
2.
3.
7.
8.
9.
10.
OESCRIPtlON
FUNERAL EXPENSES:
parthel1Pre Funeral Hare - funeral expenses
parthel1Pre ~lneral Hare - additional death certificates
Rolling Green Cemetery COITq;:>any - Interment Fees
pealer's Flower Shop - funeral flowers
Monsignor Lawrence - funeral service
lrKoste Villa _ catering meal after viewing for out of town
guests & relatives.
Mercy Services ~ lunch after funeral
ADMINISTRATIVE COSTS:
Personal ptpteHllIIll'le'e COl\1I1lIS$IonS
Ne"" 01 PellCnal Rep<esenllll'le (I)
Socltl StcUlIty Numbe~l) I EIN Number of PellOOll Represenllll'le(l) -
Streel ~ddlllS
. ~ -
Y"~I)CommlslIonPeld: _
MomeyF... _ Johnson, Duffie, Stewart & Weidner
Feml~ EKempllon: (II decedenll e(\dress II nol "" ,,"".. clalmenll. etlach explanellon)
Cltlment
Street ~(\dr...
SIIIe
Zip
CIIY
Rellllonlhlp of Cltlment 10 Decedent
4.
p~IIFees - Register of Wills - cumberland County
5. AcllOUntanfe Fees
6. Tex Retum P"p'"fl Fees
cumberland laW Journal - advertise letters
The patriot-NeWS - advertise letters
Register of wills _ file Inventory & Inheritanoe Tax Return
Reserve for close-out costs
21-97-0707
l AMOUNT..:..-
9,830.00
16.00
720.00
298.34
150.00
191.. 04
150.00
1,675.00
'\'
93.00
60',00
69.21
25.00
50.00
TOTAL (Also entnr on line 9, Recapllulatlon) $ 13,527.59
(It more apecels needed. Insert additional sheets of the same alze)
OIY,"'lIX""n '*
COMMONWEAlTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
I
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-97-0707
KONECNI, GEORGE J.
Include unrelmburnd medlcelexpena".
ITEM
NUMBER
1.
2,
3.
DESCRIPTION
Manor Health Services - balance due - decedent's account
not covered by insuranoe.
Susquehanna Surgeons - balance due - deoedent's account
not covered by insuranoe.
Cornerstone Adminisystems - balance due - ambulance
service - not covered by insurance.
,.
TOTAL (A1ao enter on line 10, ~p1tulaUoni . $
(If l110Ie apace la needed, Insert eddlUonalaheets af the aame size) .....
AMOUNT
893.92
19.82
33.04
"
946.78
"I'
OIY.''''''.I..n.
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE J
BENEFICIARIES
KONECNI, GEORGE J.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (Include OUlrlghlspousal dlstrlbulions)
1.
Joyce A. Scott
467 Woodcrest Drive
Mechanicsburg, PA 17055
FILE NUMBER
21-97-0707
RELAtiONSHIP TO DECEDENT AMOUNT OR SHARE
Do Nol Usl True'..(a) OF ESTATE
Daughter
Tangible Property/
Residue
ENtER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON.TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECtiON 9113 FOR WHICH AN ELECTION TO TAX IS NOrBEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART U. ENtER TOTAL NON.TAXABLE DISTRIButiONS ON LINE 13 OF REV 1500 COVER SHEet $
(" more aP8Clla needed, Insert addltJonalaheels of lh18am181ze)' .....
!
-1
--I
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RUAIN LOWER PORTION FOR YOUR RECORDS ~
illv: is',f-iif"Ajop- io'9=i7Y -Ni'i'f f ci--o..-ItiiiiiiifAiicE-YA'irA-ppiliii iiMENT ~- -Ai.i"owiliicE -iili' -- -- - _m_ - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE J FILE NO. 21 97-0707 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS I
'0 Funeral Exp.n.../AdM. Co.t.l"llc. E~p.n... (Schedule H) C,)
10. Debh/Nort.o.o LlobllltlOl/Uonl ISohodulo II (10) 146.78
11. Totol Doduotlonl (111
12. Not Voluo of To. Roturn (12)
15. Chorltoblo/Oovornoontol Boquolt.) Non-olectod '115 Tru.t. (Schodulo J) 1151
14. Not Volue of E.toto Subjoct to To. (141
NOTEI If.n ......m.nt w.. i..u.d pr.viou.1Y, lin.. 14. 15 .nd/or 16, 17 .nd 18 will
r.fl.ct figur.. th.t includ. the tot.l af abb r.turn. .......d to d.t.,
ASSESSMENT OF TAXI
IS. Aoount of LI~o 14 ot Spoulol roto (15)
16. A_t of Uno 14 to.oblo ot L In.oI/Clo.. A roto (16)
17. Aoount of Llno 14 to.oblo ot Collotorol/Clo.. B roto (17)
lB. Prlnclpol To. Duo
TAX CREDITS I
P~YNENT
DATE
11-05-97
12-17-97
;5. ;qq- :3
BUREAU OF INDIVZDUAL TAMES
IHHEIUUHCE 'AX DIVISION
OfPT, 1.10601
HARRI..URQ, PA "1Z'~O'Ol
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INItERITANCE TAX
APPRAISENENT, ALLOWA,;cE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
HORACE A JOHNSON ESQ
301 MARKET ST
PO SOX 109
LEMOYNE
DATI!
ESTATE OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
03-23-98
kONECNI
08-09-97
21 97-0707
CUMBERLAND
101
PA 17043
t
Aoounl R.oltt...
ESTATE OF kONECNI
TAM RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rool E.toto ISchodulo A)
2. Stooke end Bond. ISchodulo B)
S. Clo.oly Hold SIock/Portnor.hlp Intoro.t (Schodulo CI
4. Norl.ogo./Noto. Rocolvoblo ISchodulo D)
5. Co.h/.onk D.po.lt./NI.c. Por.onol Proporty (Schodulo E)
6. Jointly Owned Proporty (Schodulo FI
7. Tron.for. (Schodulo 01
B. Totol A..ot.
I CliANOED
III
(2)_
IS)
(41
ISI
(6)
(7)
.00
.00
.00
.00
37.510.79
.....M.
4,500,00
lal
13,527.59
.00
27.536.42
.00
X . DO.
M.06.
X .15.
IlB)
RECEIPT
NUNBER
AA242438
AA242574
DISCOlllT (+)
INTEREST/PEN PAID (-I
78.95
.00
1,500.00
73.24
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
..~*
.IY.I'~' II ", llt.~lI
GEORGE
DATI!
03-23-98
J
. IF PAID AFTER DATE INDZCATED, SEE REVERSE
FDR CALCUL~TION OF ADDITIONAL ZNTEREST.
IF TOTAL DUE IS LESS TitAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTZONS.1
NOTE: To tn.ura proper
credit to your account,
,ub.it the upper portion
of thl1 for. with ~our
tax pay..nt.
42,010.79
14.474 37
27,536.42
.00
27,536.42
.00
1,652.19
,00
1,652.19
1,652.19
.00
.00
.00
Ir':
~ ~
'oil f'j
0(;
RESEAVATION, E.tet.. of de~"'nt. dYlnt on or before ~~r 12, 19.2 ~~ If any future Inter..t In the I.t.t. I. trtn.f.rr~
In po.....lon or ,"j~v..nt to CI... B (~oll.t.r.l) b,",fl~llrl.. of the dec.dent Ift.r the .wpl,.tlqn of '"~ ....t. for
Ilf. or for v..r., thl C~GnN'llth her.by .~pr..'IY r...r~.' thl right to .,prll.. end ...... tren.f.r Inh.rltene. T'M"
.t thllawful e.... . (oolltt.rIU rlt. on MY 'uch future ,Intlrllt.
PURPClS€ Of
NOTICE, To fulfUl the rlqulr.,.ntt of S.etlctn 2UO of thl Inhlrlttne. IM'ld Eltetl TIM Act, Act 21 of 1995. (72 P.'.
Stotlon ..4.).
PAVMENT: Dltlch thl top portion of thlt NoUo. and .ubIllt with your ply..nt to thl n..ltter of Will. prlntld on thl rev.,... .Ide.
~~".kI chl~k or OMV ord.r p.ylbl. tOI REGISTER OF MILLS, AGENT
REFUND (CAli. r.fund of I tlIC. ~rldlt, .mlch Nil not r.qutl.t.d on thl lex R.turn, IIY b. rlque.t.d by c!MPIIUI1l In "."lIcltlon
for R.fund of Plnn.ylvenll Inherltlnol and E.tltl TAlC" (AEV~.)13). Applloltlon. .r. '''llllbl. .t thl OffiCI
of thl R..ht"r of Nllll, eny of thl n Rlvenue DlItrlct OfficI., or by c.lllng thl .peclll 24~hour
an....rlnt ,.rvlol ~r. for for.' orderlngl In Plnn.ylvanll 1-.00-S62-20S~, out.lde Plnn.vlvenla and
within loell H.rrl.bur, Ir.1 (717) 787-10'4, TOOt (117) 711~22SZ (Helrlnt lapllrld Only).
OBJECTIONS: Any plrty In Int_r..t not ..tl.flld with the appr,I..-.nt. .llowaRcl or dl..IION.ncl of d.ductlon., or ......-.nt
of tlM (Including dl.count o~ Intlre.t) I' .hown on thl, Notlcl lU.t obJ.et Nlthln .IM~y (60) d.y. of r,cllpt of
thlt Notlc. by:
-~..rltt.n protl.t to thl PA D.,lrt.-nt of Revenu., lo.rd of App..l., Dept, 11'021, H.rrl.bur., PA 17'ZI-l011, OR
~-'I.ctlon to hIve the ..tter det.reined at IUdlt of thl account of thl par.on.1 repr..ant.tlve, OR
~.IPPIII to thl Orphtn., Court.
alWlIN
ISTRUII/E
CORRECTIONSI
Fectual error. dl.cov.r.d on thl. ....,.tant .hould b. eddr...1d In ..rltlng t01 PA Depart..nt of R.venut,
Burlau of Indlvldull TI~'C, ATTNI Po,t A.....eent RIV..N Un!t, Otpt. 110601, Hlrrl.bur" PA 17128-0.01
Phone (717) 187.'SOS. SII pe.e S of thl bo~let ~In'tructlon. for Inhlrltenc. T.IC Return for. R..Jdlnt
Dle.dlnt" (REY-ISOl) for Mn Ixpltnltlon of 168lnl,tr.tivlly corr.otlbll .rror..
,
DISCOUNT I
If ~y t'M due I. plld within thr.. (5) e.land.r ~th' .ft~r thl decedent'. dtlth, . flv. parcant (IX) dl.count of
thl t'M 'lid I. 111owed.
PENAL TV,
ThI lS~ tlM .-nt.ty non-p.rtlclp.tlon panllty I. coaputtd on thl tot.1 of thl t.x end Int.r..t ......ad, and no~
plld before JanulrY 1', 1''', thl flr.tdIY .ft" thl .ud of thl tl~ MM,ty p.rlod. Thlt non~p'rt1clp.Uon
pantlty It appa.llbl. in thl .... ,ann.r INKI In thl thl ,... U.. p.rlod .. you would app..1 thl tl. end Int"..t
that hi. bien ......Id I' Indlcat.d on thl. notlc..
INTERUT I
Int.r..' I. chlrlld bI,lnnlng with flr.t dlY of delinquency, or nlna (,) aonth. and one (1) d.y fr~ thl d.tl of
de.th, to the dat. of P.ve,"t. TIMe. which btc... delinquent b.fore Janu.ry I, 1.6Z b..r Intlr..t .t thl r.t. of
11M .'X) p.rclnt par tnnUI calcullted .t . dlllV r.tl of .000164, All tlMa' which b.e... dlllnquent on and Ift,r
Januarv I, 1.., ..Ill b..r Intare.t .t I r.tl which will v.ry frOt c.l.ndlr y.ar to ell,ndlr y..r with thlt r.t.
~td by the PA Dlplrt..nt of Rlv~N. ThI appllelbll Int.r..t r.ta. for 1962 throuth 19.e Iral
U!! Int.rllt ..t. D.IIY Interl,t Flctor :!!!! Int""t Rllte DIllv Inter..t Factor
1.12 ZOX ."oslte 19., .l .OD02ft7
1915 III .00001 1'11-1991 III .00l1Dl
I'" IU .000301 1992 'l ,0002.,.7
1911 15iC .000156 "91-1994 n .000192
If" IOl .000274 1991j-1996 .l ,0002lt7
ulntl,..t I, a.loul.tad .. follGNI!
INTEREIT . IALANCE OF 1AX UNPAZD X NUHIER OF DAYI DELINqUENT X DAILY INTEREIT FACTOR
.~Anv Motlce I.sued ,ft.r thl tllC baCOll' delinquent will reflact In Int.r..t c.lculltlon to flft"" (IS) dlVI
beyond thl dltl of thl .....Hlnt. If Ply,,"t It ,aft efter thl lnterllt CoaputlUon dlt. lhown on thl
ttotlaa, Iddltlontl Inter..t "".t be ollcu..ted.