HomeMy WebLinkAbout97-00763
t.:,/al<' <d jlt41':.1JI.!~Lt_./J,. ~Zf '1IfIrL(.e.Af~-1
also kilo"''' as ____,_____~______._____. ..---------
PETITION H)R PROBATE and GRANT OF LETTERS
No. ..;J.L-_g_7::.'1J3_.
ro:
___.._.__ ... ~_.,_.______ . ..... 0 . ._~__','" Rogislor of Wills fo~ Ihe / /
00 /J~f('(/.\'('(I. County of _(...",.!l.~--L!lL1-!L.
S(/ci(/I"~;';'I"i(y No. -'--1-1.:' Sa..' P6:l12- Conllllonweahh of Ponnsylvania
Tho pelilion of Iho undersignod rospo~lfully represenls thai:
in Iho
Your pClitioncrl~). who is/arc 11\ years of age or older l~n}hc CXCl:ut__._
inlh~ las.1 will of Iho ahow doo,'dont. datod ---JI-v-j--;.r;
and codu:li(sl dated _m_~' ----
na.!lljd
. 19--+i"-
____~____.. ___._._m'_
----.---..---------------------------...
------- ..---..------
(\Wlt' rt.'ll'\"ilnl .:irClllll...I.lI1l'~". l',}!. tl'l\lIlH:ialinn, death Ilf C\c.;utOt, ch:.)
D~~emkl1t I\:~s domidi"'''.:u doalh i~l ('cu>? ::;: _~.d~ C'punIY, Pennsylvania, with
h.~.L JjSI I :ulllly or p'nn~lpal rosllkn~e a) ~-~ ... &R:.i' (6 j!T, f? .
~-'-_ .~_c<.-j~.ld Ne-~ (L. WI \. 'J).
(11"'1 \!rC\'I, !lIImbcr ilnd m\lll~lraIiIYI
Do~endenl, Ih5n.~l1:)(;/oa~l.f age. died ..y~ L9 . 19 '11 .
aI .__._ .CtiLIJ.lls.. OA.J!./ a / . .
["ort as fl,lIows. dc~cdelll drd not marry. was not divor~od and did 1101 havc a child born or adopted
alkr o\e~ulion of the will offerod for probale; was not tho vi~tim of a killing and was ncver adjudicated
incolllpt.'ll'!lt;
Do~endent at doath owned proporty with ostimated values as follows:
(If domidled in Pa.) All personal properlY
(If not domidkd in Pa.) Personal property in Pennsylvania
(II not domiciled in I'a.) Personal proporty in Coumy
Valllt.' llr r~al ..:SIHIC in Pennsylvania
silUatl'd ;.1.. follows:
$
$
$
$
;J 7J'.;(0
A~
~~:
",./~ /1<.
WHEREFORE. pOlitionor(s) rospoctfully
prescl1tt:u herewith and the grant of letters
tht.'roI1.
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l~ C7-.s::fFJ;-<p<7d/P-;z,~~1-vr. faA,N/( l y('.l !3o..{).t!:NF' -:Z~.'d"FPtlirl.v
~~..3~.!!!!_'14-4'~,,--If1#Q"---~ ~{7t(t::':..~~<;~':u~T PI} 17070
g 0 1lf~'7...:!'.:!.! 11<< ~;lif no-n-
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--.-.----
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF I'ENNSYLV ANIA I."
.. >:;>:;
COl' :"TY OF CUmberland J
The I,,"itioner(sl above-namod swearhl or afnrm(s) thatlhe SlalemonlS in tho foregoing petition are
tflU..' and I.:orrc.:t to [he b..::-.t or the knowkdgc and belief of pctitioncr{s) and that as personal represen-
1:1Iive(s) of tile ahove de~edolll potitioner!s) will well and Iruly adminiSler Ihe estale according to law.
SS\'('ln tn or affirmed and SUb,cribed~'~'~ ~?;!'Zi'~ . ~~, ~
hclllrL' Ill~ thiS ____.1L__ day 01 - ------ - - ~
!iePtembe~~--->-__ I ~,'fl-- '- ~ ~ !a
~-e_ '~r~~XL. ~
_Mary (J. Le is Regis/a ~
-,3
This is to ",'nil}' thilt dH," informafion lll'rl' ~i\'l'n i~ t.:mrntly lupinl frnlll ,\II tlrig1l1.d L'l'llili...lll' or lknh dlll~' lilnl with Illt' ;I..
Local Rt"gi'ilrar. TIll' origillaltxnilit:alt' will he t"ilrw,Hdl'd to lilt' ~f;lt(.' Vi1.11 I\Vlllnl.. l lHll'l' lelf penn.lllt.!lt lilillg.
WARNING: It 15 Illegal to duplicate this copy by photostat or photograph.
hot' l~lT ll1i.. ..L"nilil.',lll', ~.~.(JO
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4494431
No.
L.A.7~0U2<~fL
\, tl ~~"".\1 cl
.
JUL. 2. 1 1997
(l,ltt'
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAMEOFDECtDE.NT(f-,.IoI(ldlfL_
.Margaret P. zimmerman
SE'
..Female
STAJlfUNUIlUA
SOCIAL SECURITY NUWBEA
171- 50 -9670
DAJEO'DERH,/oIarIC1,Oa~. _I
..July 19, 1997
AGE \l.. BoTcMy) uNOlPl 1 YtW'l
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lIlRTHPI.ACI!lCtyWld PloACtOl'DEAJ'H(C/'><<lotrffON-_....ueIa.onoNo1llM1
sw.OIfo~Co.onuYl HOSPItAL: OTI-lEA:
Harrisburg, PA ,......0" ''''''-''' 0 ",,0 :::;0 0
..
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Cumberland ~? 1?Kl:rw.~~ol
r.tOTHER'SNAUl!(F'll~.~Sur"""'1
". Clara Mae Sloat
lNfOfWANf'SWJUNOAOORESS~,",.~.sz....ZcIcoo.l
.5 Crescent Court New Cumberland PA 17070
Pl.ACfOFOISPOSlTIOH.H&IO-.olC-"'Y.Cr~ loc,.QlON.Cll'JlTO'MI,Stale.ZlP~
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Rolling Green Mem. Pk. ".. Camp Hill, PA 17011
HAWE AND AOOAfSS OF F.\ClLlTY
,.Stone&MUrrayFH408 3rd St New Cumberla
llC~HUMBER.... :J"'1 L DAfESlllNED
IC,J./ -,IJ ,)q(, ~ .'" ,q
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wi.sCASEREFERREDTOWEDlCAl.EXAIoIINERIC R? ~
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89 't,..
COl.It\lTYOfOlRH
Cumberland
Carlisle
Carlisle Hospital
KlNOQlIBUSlHESSIlNOUSTR't
~DECf.Of:HTE'lERlN
U5.AAWEOfQACES?
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DECEDENT'S Eouc.qlOH
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OE~DtNT'a USUAL oe<:tJfWtOH
or"=:"~":::::~~
11 Housewife m,. Home
OIC(DU(T'SIUAJNQADOAllSlSr....~.~.XClCadIl DECfDENT'S
801 N. Hanover street ~~~~E
Carlisle, PA 17013 ~~~
"
fRHER'S NAME IF... MoOclII.1.al)
..George Francis Plank
~'NAUEll)'l*Prtl}
.Frankl n E. Zimmerman
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DUE1OIOFlASACOHSfOUENCE 0Fl:
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DUE 10 lOR AS /I. CONSEOUENCE Of):
DUe: TOlORASACONSEOUENCE Of):
D/l.TEOfI"JURV
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WEAl AUTOPSY flNOtNGS MAHNlROII'DEAlH
.lIoMJl.A8l.E PRIOA TO
COIoIPLETIOHOfCAUSE ..... Z' 0
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""- 0 P~In_~lll)ll 0
...0" ...0 ... .Q-. ...... 0 CouklllQlbldtla<m.....:l 0
WAS ll(CEOENT OF H1SAlNIC OfIKl1H7
Ho~ V.OIl.....~CllO&It.
~,PufrIOf\IeIn,llC.
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MAFUTAlSUlllS.M.....-d
tM....t.latr.-d.~
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l-l1.Wido\>led
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carlisle
TIWEOFtKJUAY
IKJUAY RWJRK? OESCRlBE HOW INJURV OCCUIVUOD.
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PLACEOI'IMJURY./l.I~.'.'m,"'MI.~.O/ftl:.
tMlddlng.~.tSpeo;.l11
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T'IfM~....,~.Iq.,"'.lftOCcurr8d.IIIW".4atll,IIldp'-,lIldlhl.IOu.."IaMi'Jandm'IWl.....tlI'ad... ...... ..",...,....' '"
.MIDICAl U",MINIRlCOAONIR
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N:01STRAR'S SIOHAl"URE AND NUWBEA
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SIONAl'UAI! AND TlTlEOF~lFIEA
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LlCENSENUIol~A ~ II ~ D SlQNEOlIolOr.-.Dt,.'I'NI1
o ' nl) O~ .....&:.-~, ,J /9 /997
NAMElJlO ADOflESSOF PERSON WHO~MP\.ETEDC1USEOF Att4
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LAST WILL AND TESTAMENT
OF
MARGARET P. ZIMMERMAN
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II Cumberland, County of
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II declare this to be my
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II made by me.
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il funeral expenses shall be paid from the assets of my estate as
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'I soon as practicable after my decease.
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1\.\\ i, living ., ,h, :::: ::'.y ::.:~.'::: ::'::':: :::::,,::-:::::"'
I, of certain real property known as 5 Crescent
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I assignee, on an obligation arising out of a
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my estate, of every nature and wherever situate, as follows:
\1
!\ A. One-half thereof to my son, FRANKLYN
Ii EUGENE ZIMMERMAN, if he survives me and if he does not survive
i.\ me, his share shall be distributed to his issue, per stirpes, who
II survive me and in default of such issue, his share shall be added
II
Ii to the share created in Paragraph B below.
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I, MARGARET P. ZIMMERMAN, of the Borough of New
Cumberland, and Commonwealth of pennsylvani~,
I
last will and revoke any will previously \
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!
ITEM I:
I direct that all my just debts and
ITEM III:
i
Court, New Cumberlandi,
I
,
,
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mortgage bond given \
I
above property. \
I devise and bequeath the residue of
Pennsylvania, I direct that my Executors pay the balance due to
the Cumberland County National Bank and Trust Company, or its
to the said bank by my said son and secured by the
B.
One-half thereof to my ~son, JOHN
LAW oP'l"lttS
Page 1 of 2 pages
STONE III SAJER
310 IIIUDGe STRItET
. ,
. .
LAW O,.,.,ctS
lITONE 65AJER
310 ll'UDGt STIlIU
NEW CU"",aCRL.MtD, PA, 1707
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II FRANKLYN ZIMMERMAN, JR., if he survives me, and if he does not
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i survive me, his share shall be distributed to his issue, per
!
stirpes, who survive me and in default of such issue, his share
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day
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I appoint JOHN FRANKLYN ZIMMERMAN, JR'l
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of )71/f1.(,.j/ , 1976. \
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'''';ft' l-i." -';'~--~';;!;<'; Ih<,j (SEAd
/ {j=RGXC~/P./ Z IMl"l~~N i
shall be added to the share created in Paragraph A above.
ITEM IV:
and FRANKLYN EUGENE ZIMMERMAN, Executors of this my last Will.
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I and seal this ~~
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\11 MARGARET P. ZIMMERMAN, the Testatrix above named, as and for her
I Last Will and Testament, and in the presence of us, who, at her
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II request, in her presence and in the presence of each other, have
I subscribed our names as witnesses.
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ll'?'~~;;'o' 0 \~\fr '" ,~
IN WITNESS WHEREOF, I have hereunto set my hand
SIGNED, SEALED, PUBLISHED and DECLARED, by
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'y-,
IV I Al\ J~L
Witness
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A~,q.\~ 0\~ ~~~~A'~ Q.
ress
Page 2 of 2 pages
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: /11/lr" rll-'Cf
I
\J:.'/y /1/ /177
Will No ./11 11/" ?-/9 7 ~ ('1 h:~. ~ Admin. No.
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the follpwing beneficiaries of the above-captioned estate on
Cj L.,L. '7 7 9 '7 :
+-/ ' / . #
Name Address
Z "'_"-Y'
Date of Death:
To the Register:
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/771- ~/O 7~.?
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~4 /7050
a V',.rVI /1.. .f'H /70J3
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except ~V~~
.
Date:
1/.=1 /19
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~"!J:;~.1'~t\iiJ!.:~,..~:!I'l4"9.'ltV ;",: '.'-."~-.-.;".;',o;:..:;.,....,,', ;', '
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Address ,J}" )flu',i-. f~/"': ~,,/
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Telephone(JIJj' <7r7 - ?\()tf
If' x &'e<./'l"...
Capacity: ~ Personal Representative
41:>.,." Counsel for personal
representative
REV.15oo EX + 17.9'1
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fOR DATU Of DIATH AfTlR 12131/91 CHICK HIRI
If A SPOUSAL
POVIRTY CRIDIT IS CLAIMI~..O
'flLI NUMBIR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COMMONWEAltH OF PENNSYLVM4,A
DEPARTMENT OF REVENU( I
DEPT 280601 I
HARRISBURG. PA 17128.0601.. _ _L
DECEDENT'S NAME (lAST. fIRS! AIm MIOllL( INIIIAI)
:z . + .1'Ia(.tlfIL~1-P'--m-
SOCIAl SfCURITY UMBER - --" . DAlf l1f OEAlM OAIt Of BIN!H
/1/-50-%70 7-IQ-'17 JI-~c..'o7
I" ....,,,,,,, '''''''NO '"0""' N'~:~.~ ,., .'o:::~~C'Al "CU'TlY NUM'"
[}Q 1. Original Relurn 0 2 Supplemental Return
o 4. limited Estate 0 .40. future In/erest Compromise
(for dale' of death aher 12.12.82)
o 6. Decedent Died T eslate [J 7 Decedent Mainlained a Living T rU5t
IAttach copy of Will) (Allach copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
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1. Reol E..o.e (Schedule AI
2. S.ock. ond Bond. (Schedule B)
3. Closely Held Slock/Parlnership lntere,t (Schedule C)
4. Mortgages and Not" Receivable (Schedule 0)
5. Cash, Bank Depo,ils & Miscellaneous Personal Properly
(Schedule EI
6. Join.ly Owned Proporly (Sched"le F)
7. Tran.for. (Schedule GI (Sched"le LI
8. Total Gross Assets (tolallines \.7)
9. Funeral Expen5es, Administrative Co,ts, Miscellaneous
Expen.e. (Schedule H)
10. Debts, Mortgage liobililies, liens (Schedule I)
11. Total Deductions (totalline~ 9 & 10)
12. Not Value of E~lale {line B minu~ line 111
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject 10 Tax (line 12 minus line 13)
Spou~al Transfers Ifor dales of death after 6.30.94)
See Instructions for Ar.plicable Percenlage on Roverse
Side. (Include values rom Schedule K or Schedule M.)
Amount of line 1.4 taxable 01 6% rate
(Include values from Schedule K or Schedule M.l
Amount of line 14 taxable 01 15% role
(Include values from Schedule K or Schedule M.l
Principal lox due (Add tax from lines 15, 16 and 17.)
Credits Spousol Poverty Credil Prior Paymenls
+
'<1
LUUNTY CODE
Iqq 7
YEAR
007"3
NUM&EI
1'1070
_ 8 Total Number or Safe Deposit Boxes
(211
121A)
(21BI
:ro
-u
::0
N
N
""1J
J7 0 7:iJ
~1l1
(nO
(' p)
.;::;
"-:'
15.
16.
17.
z
co
;:: lB.
=:
=> 19.
...
:E
co
...,
)( 20.
=:
21.
COMPLETE MAIl!rIG ADORE <;.<;.
5 c!..t{:$(..e"t c...",t
}JC::;w c."" b(;f/~ f~
::1::-
__c~ .
(II.
I 2 I to $5.L
13) __________.
( 4 1.--... ...__....
{5 1___.2.9_3(",.
(6 )
(7 I
. .,
:.J ~)
(/J 0
-
-----:.:-- ;::;
L~
\.0
(8) ___..J:kJ 8.
( 9)
3("/~L_.
(10) __.__.
(II)
(121
(131
(14)
(15) ___._.._
" _..._x
=
3~ Id..
<o~_
".
o.
o.
+
(191 __.___......0.
120) ._.____..0-'-
9:---.
--.--- ----..- .
--.--.-0.
If line 18 i, greater Ihan line 19, f;lnler the difference on line 21 _ This is the TAX DUE.
A. Enler th" interesl on the balance due on line 21 A.
B. Enter Ihe tolal of line 21 ond 21 A on line 21 B. This is the BALANCE DUE.
Make Check Payable 10: R.gllter of Willi, Agent
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penalties of perjury, I declare Ihol I have tlllomined Ihj~ relurn, including acc;ompanying 5Chedule~ and ,\"IO!Omen", and 10 the besl 01 my knowledge and bell;
-tis truo, correct and complele. I declare that all real estate ho~ been reponed allrve market voluo, DeclarO!lon 0/ proparer other l"on lhe personol representative
based on all information of which preporer has any knowledge.
SIGNATURf OF PfRSON RF.5PONSIBlE fOR FiliNG RETURN AODRESS ------- .----- me
5~~'fl.:I-w~Pl1lJf7" _ .3/n/H
ADORE~S DATE
l...T~LSt"rlli(& InL. aJI_i:2S'...(:$L.....fvbl_J.,~"'~t1'Jo~J 3 -.:n.qS
fA 17070
1161 --------<0.--...-. .06 =
(17) _.___..____._.....__. .15 =
(IBI
Di5Count
Interost
If line 19 is grealer than line 18, enter Ihe difference on line 20. Thi, is the OVERPAYMENT.
gO
Check hcre.if YCjlU .ore requesting 0 refund of yo~r overpaymont.
~EV.l103 IX. 1...61
,.
'*
COMMONWf,6,LTH Of P!NN$YLVANIA
INHUIUNCE 'AX RETURN
RUIDfNr DI!CI!D1NT
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
'Zi,.,I',er"'c;....,
fY\ 01.1 /lre t
p
cI./ - 1'197- 007(,3
(All properly lolntly-ownod with Right of Surulvorohlp mUlt bo dllclolod on Schod~i;F.)
ITEM
NUMBER DESCRIPTION
I.
~ 4 S 1"\Qr~j Of
Fin-t Fi).)4J,.JC.id COl'ibbew COIf'
VALUE AT DATE
OF DEATH
fa S~.
", "
'I' \1111("" II Ilfl"rl,:,rI in~('>rI ndr/.'/{oHOI d'''''I~ ,,( 'rHlll' ",',. 1
TOTAL (AlIo enter on line 2, Recapilulotion)
S
~~.
.tV'~OIIll. 12.111
.
COMMONWEAltH Of PENNSYLVA.NIA
INHIltITANCI TAX nTURN
aUIDINT DlelDINT
ESTATE OF
"Z.I r-.. "" (:'r "'Q~,
1 SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
L
J'V\afjOfe; P
_ __ _Pleose Print or Type
FILE NUMBER
~ I - J qn. 00 7~3
(All property lolntly~own.d with the Right of Survlvonhlp mUll b. dl.c1oud on Sch.dul. FI
ITEM
NUMBER
(D
DESCRIPTION
VALUE AT
DATE OF DEATH
PNC!.. 8,.,/< foJ"tlo~u/ flHni<tloN
I
Pitt5~Vjl." f 11 IE).53
~ cr 34.
TOTAL (Also enler cn line 5. Recopilulotionl S ~ q 31..
(Allach oddilional 8Y2" x 11" Ihull if mar. 'poce is ne.ded,l
ESTATE OF
2il'1~erMq.v (rIqrJlUet
ITEM
NUMBER
A. Funeral bpen,...
JIV.IJII IX+ (7.111
~
B.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
~:~
COMMONWEAlTH OF PENNSnVANI,A.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
f
Plea,e Print or Tvpe
FILE NUMBER
~1 ~ l'ln- 007(P3
DESCRIPTION
AMOUNT
1.
Admlnlltratlve COlta:
1.
Personal Representative Commis~ions
Social Security Number of Personol Represenlot;ve:
Year Cammissions paid
2.
Attorney Fees
3.
Family Exemption
Claimont F rc.Ak/yu C::. 7.illf\trMIJ Relotionship
Address of Cloimont ot decedent's deolh
Str.et Address .s C r/!:sc.e",1 C. Ok,t
City Nf::1.I t.l<,..,bCt/c..,~ Stole fPr
Zip Code /7070
SON
3500.
Probate Fe.s - c'1.I1V\\'001...,l c.."",y - P-1f}I.$tb'" of! l.ij II,>
3~.
Mlleellaneous Expen,...
Ac.c.ou..tl/l5 Fc:<:J-
FiN./ "~ Rc:f"'''J 4'.1
In HetitwC(: 1'~1- R('Tultl's
/5.
Prc-f~/a
TOTAL (Also enter on line 9. Recopilulolionl
(If more .pace i, needed, in.ert oddltional .he.ts of same sll..)
I
I
I
r
~..
'\
,~
s
3~ 1.1,.
.:.'" ...~;~i. '; .j~"'~,{,", '..,), J; :..;,;;~.:,...,. ;,~,:,.,.~,'..:" ,'~:"'."'~ '.-,:; .;:., ,:",; , '.: '..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
IUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
DEPT. Zlo601
twtAlSIURG, PA 1712'8-0601
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWAHCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-06-1998
ZIMMERMAN
07-19-1997
21 97-0763
CUMBERLAND
101
Aoaunt R_itt..t
FRANKLIN E ZIMMERMAN
5 CRESCENT CT
NEW CUMBERLAND PA 17070
*'
In.II4'.. ,,, (".,"
MARGARET
P
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEY=is47-EX-Af'p-ro9'=97rNOficni,,-i-tiHEiiiTiiicn'iiniPPAAisEH€N:r,--ALLoiiiiicnlR"-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERMAN MARGARET P FILE NO. 21 97-0763 ACN 101 DATE 07-06-199;
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
r8flect ~1gures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Mwnt of Une 14 ot Spousol rote lIS I
16. Mwnt of Line 14 taxable et Lineal/Closs A rete 1161
17. Mwnt of Une 14 taxable et Colleterel/Cless B rete lI7I
18. Principel Tax Due
TAX CREDITS:
PAYNEHT
DATE
TAll RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete ISchedule AI
2. Stocks. end Bonds IScMdule BI
3. Closoly Hold Stock/Pertnershlp Interest (Schedule CI
4. Hort_sINotes Recolveble (Schedule DI
5. CeshlBonk Deposits/Hisc. Personal Property (Schedule EI
6. .Jointly lIMnod Property ISdledule FI
7. Transfers (Schedule GI
8. Tot.1 Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E""""sos/Ado. COsblNiac. Expensos (Schedule HI
10. Dobts/Kortgago Liabilities/Lions ISchedule II
11. Total Deductions
12. Hot Velue of Tex Retum
13. Dwrltable/GovernMntal Bequests; Non-elected 9113 Trusts
14. Not Velue of Estete Subject to Tax
NOTE:
RECEIPT
NUHDER
DISCOUllT l+ I
INTEREST/PEN PAID (-I
I CHANGED
(II
121
(31
(41
(51
(61
(71
.00
682.00
.00
.00
2.936.00
.00
.00
181
NOTE: To insure proper
cradi t to your eccouni
oublIit tho upper portl
of this foro with your
tex peyllOl\t.
3,618.00
3.;;1? nn
6.00
.00
6.00
will
.00
.00
.00
.36
.00
.36
.01
.37
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY DE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS. I
191
1101
3,612.00
.00
lIlI
(121
1131
1141
(Schedule JI
.00 X,OO=
6.00 X .06=
.00 X .15:
lIBI
AllOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
! i~ iit
.1
RESERV.TION: Estat.. of decedents dylng on ar before ~r 12, 1932 -- If III'lY future Jnterest ln the ....t. ill tnnsferreel
in po.....lon or enjo)wlrlt to Ct... I (colla"r.l) bclMfJcl.rl.. of the dctcedent .fter the explrwtlon of MY ..t.t. far
11*'- or far Y*lrs, the eo..on....lth hereby .xpr...ly reMrw. the right to IIppr.l.. .xl ..... 'tran.*- I~ri~ Tu..
at the lawful Cia.. I (coll.teMll) rate on any such future Intor..t.
PIIRPOSE OF
IClTICE: To fulfill the requlr8Rnts of Sectlon 2140 of the Inheritance and Eaute Tax Act, Act Z1 of 1995. (72 P.$.
s.ctlon 91"0).
PAYMENT: Detach the top portion of this Notice IWld subtrlt with yOUr JlUYHnt to the Register of "Ub printed on the rever.. aldo.
--ttak. check or ~y order payabl. to: REGISTER OF HILLS, AGENT
RER.IID (tAl: · rofund of . tax creellt, .....lch .... not requa.ted on the Tax R.turn, NY be ntqU8sted by co.pletlng an "AppUcetlon
far Refund of P......SYlwnl. Inher1t~ end Estate Tax" (REV-I313). AppllC11t1ons .r. avaUaibl. at the Office
of the Reglster of lUll., .,y of the 23 Revenue District Offices, or by calling the IJ*C;lal 24-hour
answering ..rvlce ~r. for fonts ont.rlng: In PennSYlvania 1-800-36Z-2050, outside PWW'lSYlvani. and
within local Harrisburg area (717) 787-8094, TOO. (111) 77Z-Z2SZ (Haaring I~ired OnlY)a
OBJECTIONS: Any party In In......t not saU.fled with the appral....-at, IIllowance or disallowance of deductlons, or as.......t
of tax <JnclucUng dbcota1t or Interest> as shown on U1!s Hotlce a1st object .,ithln sixty (60) day. of r.oelpt of
thls HotlC8 by:
--written protest to the PA l)epertMnt of Revenue, Board of Appeals, IkIpt. Z810Zl, Karrlsburg, P. 11128-1021, OR
--election to have the qtter dete,..ined at audit of the 8CCOWlt of the personal representative, OR
--appul to the Orphans' Court.
....IN
ISTRATIYE
ctJRRECTIOHS: Factual errors discovered on thls aSSGsSRnt should be addressed In writing to: PA Dtparbent of fhlVU'IU8,
Bureau of Individual Taxes, .TTN: Po.t ....sseent Revl.., Unit, Dept. 280601, Harrisburg, P. 11128-0601
Phone (117) 781-6505. Soe pago 5 of the bQoklet "Instructions for Inheritanco Tax Retum for a Resident
Decedent" (REV-IS01) for an explanation of ~lnlstrativelY correctable errors.
P1SCOONT,
If 8f1Y tax due 1s paid within Ulr.. (5) calendar eonths aftar the decedent.s death, D five percent (5X) discount of
the tax paid Is allowed.
PENALTY:
The 15Z tax .....sty non-partlcip.tion penalty is COIIpUted on the total of the tax end Inter.st aSMsMd, and not
paid before .-..uary 18, 1996, the first day after the end of the tax a.rMIsty period. This non-participation
penalty is appealDb1e in the ..... nnner end In the the sue tJlIO period as YOU would appeal the tax and lntere.t
that has been aSHssad as indicated on this notice.
IilTEREST ,
Interest is charged beginning .,iUl first day of delinquency, or nine (9) IIOI"lths and one Cl) day fru. the date of
deeUl, to the date of PlIYHnt. Taxes Nhld1 ~ delinquent bGfare .January 1, 198Z bear interest at the MIte of
six (6:() percent per ennua calculated at a dally rate of .000164. All taxes which becaee del1RqUlWlt on and after
January 1, 198Z w111 bear interest at a rote which .,111 vary frOll calend8r year to calendar year with that Mite
announced by the PA DepartHnt of Revenue. The appUcabl. Interest r.tes for 19aZ through 1998 a...:
~ Interest Rate Daily Interast Factor :!!!r Interest Rata Dally Interest Factor
19<1Z 20Z .000548 1987 9. .000Z41
1903 162 .000438 1988-1991 llZ .000301
19M Hi! .000301 199Z 9Z .000Z47
1985 132 .000356 1993-1994 7Z .00019Z
1986 10i! .000274 1995-1998 9Z .000Z47
--Interest is ca1~'Ulated as :follows:
INTEREST = DALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax beco.es delinquont will reflect an interest calculation to fiftoen (15) days
bGyond the date of the Bssessaent. If pay.ant Is .ada aft&r tho interest COllputaUon date shown on the
NotiCQ, additional interest .ust be calculated.
/5:';;03,-3
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
FRANKLIN E ZIMMERMAN
5 CRESCENT CT
NEW CUMBERLAND PA 17070
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-06-1998
ZIMMERMAN
07-19-1997
21 97-0763
CUMBERLAND
101
Allount R...itt.d
G.
"".IH'UII' 1".'"
MARGARET
P
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"Y=is4YEX-AFiQ'iirj=97-niio'ficniF-YriHEiii'iiticn'"AirAPPRAiSEiiEN;"~--AL1.-owAiicriiR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERMAN MARGARET P FILE NO. 21 97-0763 ACN 101 DATE 07-06-1998
TAX RETURN liAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule AI
2. stocks _ Bonds (Sch<ldule BI
3. Closely Kald stock/Pert~rship Interest (Schedule CI
4. Hortg8g&slNotes Receivable (Schedule DJ
5. C.shIBank DepositslHlsc. P....sonal Pr-operty (Schedule E)
6. JointlY Owned Property (Schedule FI
7. Transfers (Schedule G)
8. Total Assets
CHANGED
(11
(21
(31
(41
(51
(61
(71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. CostslHisc. EXPBnses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule II
11. Totel Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(91
(101
(Schedule JI
.00
682.00
.00
.00
2.936.00
.00
.00
(8)
3,612.00
.00
(111
(121
1131
(141
NOTE: 'To insure proper
ered1 t to your accCU\t I
subtait the upper portion
of this fo~ with your
tex paJlll8nt.
3,618.00
~L~l? nn
6.00
.00
6.00
If an assessment was issued previously, lines 14, 15 and/or 16. 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYNENT
DATE
DISCOUNT (+ I
INTEREST/PEN PAID (-I
RECEIPT
NUIUlER
ANOUNT PAID
.00 X .00=
6.00 x' 06=
.00 X .15:
(181
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.36
.00
.36
.01
.37
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU KAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I
RESERVATION:
PURPOSE OF
NOTICE:
PAVHEHT:
REFtIID (CR):
OBJECTIONS:
ADMIN
ISTRATIVE
CORRECTIONS:
DISCOlliT:
PENAL TV:
INTEREST:
<:! ...::..-:(
C) r:',J
00 -1 C...
C'J
CL
0\
I
~ .,
" :J' JJ
U ~ :0 '"
CJCC 5
CC '..)t,)
Estatas of decedents d~ing on or before DeCOllbar 12, 1982 u if MY future interast in the astat. is tr.,.ferred
in possesdon or anjoYlHN'lt to Cless B (collet.rel) beneficieries of the decedent efter Ule expiretion of WlY estete for
llfe or for yers, the Coaonwelth hereby expressly re...rve. Ule right to appreise end esse.. transfer Inheritance Taxes
at the lawful Class B (collet.ral) rate on any such future interest.
To fulfill the requir..-nts of Section 2140 of the Inheri~ and Estate Tex Act, Act 21 of 1995. (72 P.S.
Section 9140).
Detach the top por-tlc.n of this Notice end sublllt with your peYMOt to the Register- of W111s pl"1ntlDd on Uta nver-.. side.
--Hake check or IIOn8Y order peyable to: REGISTER OF HILLS" AGENT
A r.ftnS of II tex cr'lKJit, which was not raqUQstlDd on the Tex Return, I18Y be requested by cQIIPleting ., "Application
for Refund of PemsYlvania Inheritance and Estatll T8)(- (REV-1313). applications arll available at the OffiCII
of the Register of Wills, any of tho Z3 Rllvanue District OffiCIIS, or b~ calling the sptlIcilll 24-hour
an....ring Illrvice ~bers for for.s ordering: In PennsYlvania 1-800-362-2050, outside Pennsylvania and
within local Harrisburg area (717) 787-8094, TDDI (117) 712-2252 (Hearing l~airlDd Only).
Any party in intllrest not satisfied with the eppraisount, ellON8flCe or disallONance of deductions, or aSSllsAOnt
of tax (including discOll1t or interest) a$ shoWn on this Notice ....st object within sixty (60) days of rscaipt of
this Notice by:
uwritten protest to the PA DIIpartllont of RevllllUIl, Board of Appeals, Dopt. 281021, Harrisburg, PA 17128-1021, OR
Ulllection to have the nUllr deter.ioed at audit of the DCCQU'1t of tha personal rapresantativo, OR
--appeal to tho Orphans' Court.
Factual errors discovered on this aSSllSSllent should bo addressed In writing to: PA DepartDant of Revenue,
Bureau of IndivIdual Taxes, ATTN: Post ASSllssaant Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (117) 781-6505. Sea pogo 5 of the booklet '"Instructions for Inheritance Tax Return for fI Rllsident
o.cedent'" (REV-1501) for- an explanation of ~inistrativelY corractable errors.
If any tax due is paid within three (3) calendar .onths after the decedent"s death, a five percent (5%) discount of
the tax paid is allowed.
Tho 15% tax 8llnost~ non-particlplltlon penalty is cQllPUted on the total of tho tax IInd interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax aanast~ period. This non-participation
penalty is appealablll in thll SaIKI .anolar and in the the ... tlH period as you would appeal the tax BI1d intorest
that has beIIn assessed as indicated on this notice.
Interest is charged boginning with first day of delinquency, or nino (9) ItQOths and 0fKII (1) day frOll the date of
death, to the date of paYHnt. Taxlls which bec..e delinquent bofore January 1, 1982 baar intllrest at the rate of
six (6%) percent per amu. calculated at a daily rata of .000164. All t-axes which bocau delinquent on and after
January 1, 1982 will bear interest at 8 rate which will vary frOll calendar year to calendar ye8r with that MIte
announced by the PA Veparbent of Rllvanua. The applicablll interest rates for 1982 Ulrough 1998 are:
'!!!r Interest Rate Daily Interest Factor ~ Interest RIIte Daily Intertlst Factor
1982 20% .000548 1981 'X .000247
1983 16% .000438 1988#1991 llX .000301
"84 11% .000301 '99' 'X .000247
1985 13% .000356 1993-1994 T< .000192
1986 10% .000274 1995-1998 .X .000247
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Noticll issued after the tax bac~s dolinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assess.llnt. If pay.ant is aada after the interest coaputation date shown on the
Notice, additional interest .ust be calculated.
"
-.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: fl'lf.lIU./IIlE'f' p, 2Xtkf11EllfltAtI/
Date of Death: '7!lli /99
Will No. :U- 17 - 7{' ~ Admin. No.
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)c:. No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
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 k No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes k No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 7/S/1'1
,
s~;a-;'~;~ r: J-."~ . '-.--
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lJ " nIUJ/<!.LYA/ c ZI 1"'~C:lU'fIl(l/
Name (Please type or print)
SCJLcSCE/I/r O(l<.-(/!.7'
l.J!=l<J C<UI113€i!Lnfl/O PfI, t'7.12!:
Address
~,
On) 774- 3~ tP7
Tel. No,
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r"'-
...,......
Capacity:
)( Personal Representative
Counsel for personal
representative
(MAH: rmf/ AM3)
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,
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C/
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURC, PA 171Z8.0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
.n.IUI"",.".",
ROBERT
RM 193
PO BOX
PHILA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
P
09-06-1999
SWARTZ
09-07-1998
21 98-0763
CUMBERLAND
101
GRACE
G CHASE
0224
7899 '.,
Amount R..itted
,,'
PA 19101
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'Y=i54'j-EX-AFP-fo'='-:99Y-NoricniF-YN"iiEifiTANCE-rAx-jipPRjiisEHENy-;-ALi"ciwAifcE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWARTZ GRACE P FILE NO. 21 98-0763 ACN 101 DATE 09-06-1999
TAX RETURN WAS: (XI ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sch.dule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
135.000.00
18.406.06
.00
.00
32 . 11 7 .38
2.345.86
118 .636.78
(81
UI
12)
(3)
(4)
(51
(61
(71
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for~ with your
tax paY~ent.
306,506.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule X)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
UOI
35,720.87
46.135.16
Ull
U21
U31
U41
R1 .R~6 03
224,650.05
.00
224,650.05
(Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect ~igures that include the total D~ ~ returns assessed tD date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rat. (15)
16. A.aunt of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of LIne 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
.00 X .00=
224,650.05 x' 06=
.00 X .15=
U81
.00
13,479.00
.00
13,479.00
TAX CREDITS:
PAYHENT
DATE
12-07-1998
05-28-1999
RECEIPT
NUNDER
AA324363
AA354921
DISCOUNT 1 + I
INTEREST/PEN PAID (-I
570.00
.00
AHOUNT PAID
10,830.00
2,079.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
13,479.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE R~VERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
w...._.".,,...,-,...'.,.~,.''"....,,. .
.,...
RESERVATION: Eltates of dDcedents dYing on or before Dec.lber lZ, 1982 w_ If any future int.rest In the .state is transferred
In poI.e..ion or enjoY..nt to CIa.. B (collatlral) beneflclarle. of the decedent after the expiration of any e.tate for
life or for year., the C~onwealth hereby eMpressly reserves thl right to appraIse and 8s.e.s transfer Inheritance Taxe.
at the lawful Cia.. B (collateral) rat. on any such future intere.t.
PllIlPOSE OF
NOTICE: To fulfill the requlre..nts of Section 2140 of the Inherltancll and Estat. Tax Act, Act Zl of 1995. (72 P.S.
Section 9140).
PAYNENT: Detach the top portion of thit Notice and sub.it .,ith yOur pay.ent to tho Register of Wills printed on the reverse side.
--Hake check or aoney order payable to: REGISTER OF MILLS I AGENT
REFUND (OR): A refund of a tax credit, which .,as not requIIsted on the Tax Return, aay be requested by co.plllting an -Application
for Refund of Pennsylvania Inheritance and Estate Tax- (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 RevenUI District OffiCIIS, or by calling the special 24-hour
enswering survlce numbers for foras ordering: In Plnnsylvania 1-800-362-2050, outside Pennsylvania and
within local Harrisburg area (717) 787-!094, TOOl 1-800-447-3020 (Sarvice for taxpayers with special
hearing and .peaking needs).
OBJECTIONS: Any party in interest not satisfied with the appraise.ent, allowance or disallowance of deductions, or assess.ent
of tax (inClUding discount or interest) as shown on this Notica .ust Object within sixty (60) days of receipt of
this Notice by:
ADHIN
ISTRATIVE
CORRECTIONS:
--written prote.t to the PA Depart..nt of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the .atter deter.ined at audi t of the account of the personal representative, OR
--appeal to the Orphans' Court.
Fectual errors discovered on this assess..nt should b. eddressod in writing to: PA Deport.ent of Revenue,
Bureau of Individual Taxes, AllH: Post AsseSS.lnt Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See pag; 5 of the booklet -Instructions for Inheritance Tex Return for a Resident
Decedent- CREV-1501) for an explanation of adalnistrative1y correctable errors.
DISCOUNT:
If any tex due is paid within three (3) caiendar .onths after the dlcedent.s death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax a.nesty non-participation penalty is co.puted on tho total of the tax end interest assessed, and not
paid before January 18, 1996, the first day after the end of tho tax a.nesty period. This non-participation
penaity is appeel8b1. in the saae .anner and In the tho sa.e ti.e period as yoU would appeal the tax and interest
that hils been essessed as indicated on this notice.
INTEREST:
Interest i. charged beginning with first day of delinquency, or nine (9) .onths and one Cl) day fro. the date of
deeth, to the date of pay.ent. Taxes which beca.e delinquont before January 1, 1982 bear interest at the rate of
six (6%) percent per annu. calculated at a dailY rate of .000164. All taxas which beca.. delinquent on and efter
January 1, 1962 will bear interost at a rate which will vary fro. calendar Y8er to calendar year with that rate
announced by the PA Depart.ont of Revenue. The applicable interest rates for 1982 through 1999 ara:
~ Intorest Rate DailY Interest Factor !!!r Inhrest Rate Daily Intarest Factor
1982 20% .000548 1988-1991 ll~ .000301
1983 16~ .000438 1992 9~ .000247
1984 11% .000301 1993-1994 7X .000192
1985 13% .000356 1995-1996 9~ .000247
1986 10% .OD0274 1999 7X .000192
1987 9% .000247
--Interest is celcu1ated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax beco..s delinquent will reflect an interest calculation to fifteen CIS) days
beyond the date of tho as..ss.ent. If pay..nt is .ade efter tho interest co.putetion date shown on the
Notice, additional interest .ust be calculated.
",