HomeMy WebLinkAbout97-00783
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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REGISTER OF WII.LS
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1;1 Al'!'i iEllli II ~,Ulll{l'liWI 1>l'iill"Ui UMIl (I Asf. FillS!. AUllMI{JIlL{: INITIAl) SO(;I....I 5r:(.Ullllv NUWIf.fl
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PILE NUMBER
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O.A,!rOrWlilH
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TIllS RETURN ~ FILED IN OlIPllCAT~ WITH rHE-'
l,;] I nr~lilli\1 HO\IJrn [] 2 Suppjol1lontal Rahim 0 J Remalndo( Return IdJt~ 01 (k\~th pr\()/ ~l 1213 fit)
[ :\ ~ tll1lllfHl r!llllllJ [J 4a. FilMa Interest Compromi$e (d,tleQfdllalhaftelll'\2.81) [J 5. Faderi'll Eslale Tax Retlan Required
l< I n [)U(lJ{lfl!\t [lilJ(1 TIl!\\i:Illl IAtI/II:ll (l)jIY 01 I'I'II! C] ], Decodont Malntalnod a Living Trllst (Moch COllJ of 11U1\) 8. Total NlImbEll of SRfa OODOSit Boxes
I I II Lit~lnll{i!l rrOl:(Jod!l RllclJlvml [J 10 Spousal POl/erty CrOOil (dalftofdea!n~twftlln 12 .)t.9\ and I.J'95) 011. Election 10 tax under Sec. 9113(A) (Anach 5ch (11
- fHiifllilcTION MUST BE COMPLETED: ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
flAil! ~.'m. ,.----.-.-"'".---...~-" ----.- COMPL(HI,'AllINGADORfS$
)1 I\Ukl..r\J!jhoY{.8~_____. (!II,- IJi:or'/'- 111(c~, c;
I"iiiMiimi ilf Ari"~~,lIi.\'I"- . . '\ (''1_ I ('/. "I ~; ,-
V{ILi. H/\UIC\ c;c'ki.' . 1-\ .
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nj!("i"I,,'(,jilffiJi:l\irll-
, 'It" I ((if -I,:,
=:;;~,...=I
Rflill E!ltllicl (Schodult'l AI
2 Stocks llnd Bonds (Schtldule B) (2)
3 Clo",ly Hold Corpor.'ion,P,rtnenlhlp or Solo.Proprietonlnlp (3)
z
o
5
E
~
~
4 Mortg.go, & Noto, Rocelvable (Schedulo D)
!l Cash, Bank Deposits & Miscellaneous Personal Property
(Sehodulo E)
6 ,jolnlly OWnod Proporty (Schodule FI
] Inler.Vlvo!l Transfers & Miscellaneous Non,Probate Property
(Schedule Gor L)
A Toljl Oro.. A...t.ltot.,lino, 1.7)
(1)
f,}'
fl. fllMrnl EXp(lnsos & Admlnlslralive Costs (Schedule H)
III Dobis 01 Dor~donl, Mortgailo liabllilles, & lions (Schedule I)
1 I 101.1 Dld.ellon./lnlal L1no, 9 & (0)
1-".
(41
(5)
(6)
(7)
,
l3 ,Lj,;)..;' 4 q
(9)
(10)
(8) , I ~~ I ,'-/ ,';., !,- . '-/ Ii
'S I ~;- (il :)-' '3 '7
l ,'1 3 '~, ,ie' it,
12 N.t VII.. 01 E.IIII (line 8 minus Lino I II
13. Charllahlo And Governmontal Requests/Sec 911:i Tru!ltslor whiCh an elecllon to lax has not been
m.deISehndule,J)
(11)
(12)
(13)
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I . () ::5
'-1.4(.,
,1;),'-1,1:1,
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'),44'147
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Ig
CIlELK IIIRI If YOU ^Rf Rf QUrSTING ^ REf UNO qr ^N OVf RPAVMrNT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
lJl1dllr peoltl1ies 01 pIlfl1lfY. I (lod;lro Ihilll havo 6xilIllinod !t1I~ (IlMIl, including accompanying scl1Odufos and ~t,llern(jllls, llnd 101M 0051 (If my knowfodge aM 0011(11, Ilis lIllO, COIrf'C1 and comlllale oo::lfl/il!IOI1 nf Pfepault Olllflf
l!JJfi.!!lYJ~JjlQ!ll!.rgJlf~lliltd!!~olsba..>odol1a1I)!l~il!~l!'Jloroo<lfo(has IlnY~~ill'___~_ ------.,
SIGNATURE OF PERSON RESPONSIBLE FOR FiliNG REIURN ADDRESS
SI~Nfr,iR~'~rp~~:/,:~~~~ THA~i~V~'Ri;~~ftfivE (i'l(~AOO::~~ ~I.c/I,L i J.:.0:.c,.._ ( ~L.J.:L!~____
, ' .
14 NIl V.I.. Subject to IIIIUne 12 minus lino 13) (141
15 AlllounTof line 14 la~abl6
~ alth~5po(j!\allax rate , , r-.) 1\ x ,0 (151
Soe Instructions on reVl)flle sldo for appllcablo percentage
16 Amount of lino 14 t"~able ), 'l , 'I
~g at6%rrtle I \ ,'1.. '-1 l.- x .06 (16)
f"~ 17 Amounlof IIno 1~ taxabie
at Hi%mlo x 15 (171
0 IA. Tu Out (161
DATE
/il./d:(,c,.!o, /'1' y 7.
DATE
Decedent's Complete Addre.s:
STR[[11DORfSS -----\._---- ,
vII.lt,II' 1-(' ,I ,:, i I ,II ill) I'I~ V Ie' i
fit, fd ,.\ ft.({:',
CITY I
C.'il (\\r' \- 1[(
Tax Payments and Credits:
1. Tax Due (Page 1 Line 181
2. Credits/Payments
A, Spousal Poverty Credit
8, Prior Paymenls
C. DIscount/. 'ii"7 ~,l, ~-1 ?
,
,-)1
1:1\ ;/'" U
-----rswlrl. -- --r III' 'I
---L-...!.:L..----1 I (\ II.
(1)
1;7/N'7, '-1'7
.
Total Credlls (A + B + C) (2)
. :j 'J,J 311 __
3, InleresVPenally if applicable
D.lnterest
E. Penalty
5.
TotallnteresUPenalty (D + E I (3)
If line 2 is greater than line 1 + line 3, enter the difference, This Is the OVERPAYMENT.
Check box on Page 1 Line 19 to requllt I relund (4)
If line 1.. line 31s greater than line 2, enter the difference, This Is the TAX DUE. (5) ,l/~, c)'} -:;~, j L!
A, Enter the Inleresl on the tax due. (5A)
8. Enter Ihe total of Line 5 + SA. This Is the BALANCE DUE. (58) J '7, (>' 7';- ,I ()
Make Check Payable to: REGISTER OF WILLS, AGENT
PI.EASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN 'rHE APPROPRIATE BLOCKS
1, Old decedent make a transler and: Yes
a, retain the use or Income 01 the property translerred; ". , """"""."""". ""'"'' 0
b. retain the right to dasignate who shall use the property transferred"r Its Income; """""""" 0
c. retain a reversionary Intarest; or." "".""""".". ."".",,,,,.,,,,,,,, ".""""""." 0
d, receive the promise for life 01 either payments, banefits or care? "".""""."",,, ".""" 0
2, II death occurred on or belore Decembar 12, 1982, did decedent within two years
preceding deilth transler property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent tran$ler property within one year 01 death without
receiving adequate consideration? """.".""."" """.""."""""
3, Old decedent own an "in trust for" or payable upon death bank account or security
at his or her death? """""".,,, "."".""., .""""..""...""..,. """"""..,0
4, Old decedent own an Individual retirement account, annuity, or other non-probate property? ." 0
t--,..--
4.
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MllST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
._~1I~1 . . '..,. . ," .. '. ,..,,:-.M
72 P.S. ~9116 (a) (1.1) (I) provided lor the reduction of the tax rate imposed on the net value of translers to or lor the use of the
surviving spouse Irom 6% to 3% for dates 01 death on or after ,July 1, 1994 and before January 1, 1995.
72 P,S, ~9116 (a) (1,1) (II) provided lor the reduction of the rate Imposed on the net value of translers to or for the use olthe surviving
spouse Irom 3% to 0% lor dates 01 death on or after Jsnuary 1, 1995 The statute does not exemot a transfer to a surviving spouse
Irom taK, and the statutory requirements for disclosure 01 assets and filing a tax return are stili applicable even" the surviving spouse
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the lollowlng question by placing an "x" In the
appropriate space.
Old the decedent create a trust or simtlar arrangement which Is solely lor the 6urvlvlng spou.e's benefit lor his or her entire
IIletlme? Yes 0 No 129 /,\ /1
"you answered yes to the above question, the tax on the trust or similar arrangement Is po~tponed until the death of the second
spouse, at which time It will be fully taxable at the raters) applicable to the remalndar beneficlery(ies). Enter the value of the trust on
Schedule J, Part II, In order to remove It from the calculation 01 the tax due In this estate. You may wish to file Schedule 0 In order to
mal(e the election available under Section 9113. If the election Is made, the trust or similar arrangement Is taxed in the estate 01 the
first decedent spouse, the portioll 01 the trust or slmiler arrangement which benefits the survlvln9 spouse is te~ed at the zero tax rate,
and the remainder i~ taxed at the raters) applicable to the remainder beneficlary(ies). "you choose to maksthe election, you must
attach Schedule 0 to a tlmely.filed tax return, along with Schedule(s) K andlor M in order to show the apportionment 01 the trust or
similar arrangement between the surviving spouse and the remainder beneficlary(les).
I',E/'^~ " .'-'.' j'.l,J , '" "( , '" .
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I. JANET E, ALVOllD, of tlio City of Harrisburg, Dauphin
County, Pennsylvania, being of sound al'l~1 disposing Inlnd, 1II011101'y dnct
understanding, do melko, utler', and publish tlils my lAst will and
testament, hereby revoHng .'111 fonnel' will,; by me hel'clor'r>f'C' mildf',
I, I order alld di I'eet that a II my just debLs (1nd funera I
expenses be fully paid and satisfied by my Executor, or Executrix,
hereinafter named, as soon as conveniently may be after my decease,
2. I give, devise and bequeath all my property, real,
personal,. and mixed, whatsoever and Ivheresoever situate, of which I
shall die seized and possessed, or to which I shall be entitled at
the time of my decease, to my husband, W. Woodrow Alvord, absolutely.
3, However, in the event that my sai d husband sha 11 pre-
,
':'. f{
',."}
decease me, 01' shall die 'Ni thin thi rLy day;, afler the da'<~ of my
'p:-(j
death, I give, c1evi se and bequcath <111 IflY property, 1'(:'81, IH'.I',;"".11
and mixed. whatsoever and wheresoever situate, of which I shall die
seized and possessed, or to which I shall be entitled at the time of
my decease, to my daughter. Jeanne M. Alvord, of Harrisburg aforesaid,
absolutely.
4. I nominate, con~titute and appoint my aforesaid
husband, W, Wondrow Alvord, Executor of this my last wi I 1 and
testllment, However, in the event that my said husband and Execulc','
should predecease me, or die within thirty days after the datc 0f my
death, I nom! nate, const i tute and 8DPoi nt my sai d daughter, Joanne
H. Alvord, ExecLlLri xln his stead.
- 1 -
..
..:
IN WHNESS WHEREOF, I have to this my last wi 1 I and
testament,contained ,in this and one preceding page. set my hand
and sea I at the end hereof thi s 7 th day of Ju' y. 1965.
sIgned, se!lled, published )
and declared by Janet E. )
Alvord, the testatrix above )
named, as and for her last )
wi 1 ,1 and testament, in our )
presence. who, In her )
presence, at her request. )
and in the presence of each )
other, have subscribed our )
names as attesting witnesses)
)
)
)
)
)
)
, I ~
I,.. ~ e Ci " )
~iiet E. A vor
(SEAL .,
7<. ;Y'~A~'-f
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. ' If:. "".. I" ,\'i:. ~.: .'... ',- " .,' ,-,-,'.j.} "
',n,:~~...~;,:.,:."!.I.~~.'lUr\~~~j~~,'~~~;.;:i. ,i .
.,vnll Hi 11nl
A.
. .. Pt'l!'~ PI~n'oIJy,I'! .. ... ...
"'T,m'ffOM&U -----
AMOUNT
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEAllllOf f\lNN:)'I'IVAHI^
INllfll:lfANcr IAI( MfJUIIN
II:fMDfNI UfCffJfNI
DESCRIPTION
1.
Fu..!'tlol bp.n.... ,...' F" ],
'\'Rc~~'G":-.;'.'ll.i^JrH,.... ._JVv..'. Of -lIJ..J;';~j-\L,'_ .H:(.((()L
(: ~ (Ul v~~O:;jt.JL '-,'"Vl.."
f\\10(~\CTIVG~;'''';''-'~., {~_..., ['
\ 1--- . ". ~, "('I.) I III t. " ' '.'
"-J (!\' 1(-,(.'_ . .U' //- C.' -j . (,.. V
(.'i1~\<'-'l~,<,,,\<\(;. 1<;:,1'/11 C'1,;L111"1(/ITO,C.w..o I
(l'r":'.rIV.;:.. 1...,,':""'. I. /
C"c;rACl A'Ly Gl\'l! If',. C, ,,, ,., ufl{LY
I '(' . ,>' ~ P {\U( l'j(f.'UJP':
t-YfJ'D tl I (J /...\('11..... C' ,'.::; T~:~ . ~(lu:c.,,':>O' Il~~;_"'" .
(\e\1'! 1,111')(;
) b'll ~.; U
S I,:.c, ')
1/)-1'0, 0 iI
/'1 ~" I'U)
, _:: ',1: ' (~fl
'-j ,,'il/ll ( )-'~
''"{i'",''' -
c:) :.~~':; '; (j (.1
8. Admlnl.trotlv. Co.'"
4,
C.
1.
2,
3,
4,
5,
6,
7,
8.
1.
Personal Representative Commissions
Social Security Number 01 Personal Reprelentatlve: ~___~__
Vear Commi"lon, paid _____,~~...:..-.m..
2, Attorney Fee.
3,
Family e.emptian
Claimant __....
Addre" of Clolmant at decedent's death
Str~et Addre.. ___m_.______
City
Stale
Zip Code__._"_
Relatlonlhlp __~_~,.._____
C) '~:>. , . \.-'. --"
Probate Fee, lCrl-tIO') r"r,< '\ rUf:l:l'jc,',,_,tloll.1 (.<;;('-"1 I}' 1(/110$,C11 C
MI.e.llon.ou. bp.n....
&'/06/(1(.11 !v\C;ff\oq"IAL-S '_ .
, , '... . 'fLf\ vc-b, (HJ
'[me () F tcl-rr J.I , ",,;J(,
C:x,15/'1 iJ 6CS;,C' f'..\ oS
__~_.._.~ ______~_.._._. __~__._T_...~...___.. ...__~._"~_.~___.___....___~..
TOTAL (Allo enter on line 'I, Recapitulation)
(If mor. .poe. I. ntld.d, In.... oddltlonol .h.... of .am. .1...)
~;D</ C;'. (\ (I
I
c ':, "1
(~O,..7)' ,)
RS::J,() l\
0of() 0
St.. '.':,'" f, "2,"
.>/_) It"'l.--.(''' I
/,tJj}() .3
,I
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'*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Bu~eAU Of' INDIVIDUAL TAKES
IHHrAITAHCf. rAM DIVISION
DfPT, tl060 I
tlARRlnURG, PA 11I2I,.Q601
NOTICE Of INHE~ITANCE TAK
A~~RAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
IlHUI It ". 1I,.t1l
01"27-98
AL VORD
OB-03-97
~1 97-0"83
CUMBERLAND
101
1- AMou!'t ~!~lttOd -l
MAKE CMECK PAYABLE AND REMIT PAYMENT TOI
REGISTER Of WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
Rl V; isii," iii"Ajlji" {09: 9';"1" - Noi"i ci" "OF- "iNHER'i rANCE- i'-AX - ~"PpiiA"i siiiENr;-;.i:.i."owANcE .oli -- -"" - --" - -" -"" --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JANET E FILE NO. 21 97-0783 ACN 101
JEANNE M ALVORD
406 BROOK CIR
MECHANICS BURG
DATI
ESTATE OF
DATE OF DI!ATH
FILE NUMBER
COUNTY
ACN
JANn
PA 17055
ESTATE OF ALVORD
DATI
01-27-98
TAK RETURN WAS I (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roo1 E.t.to ISchodu1o Al
2. stock. and londl <<Schedule B)
5. C10..1y Hold stock/Portnorohip Intoro.t ISchodulo CI
4. Hortg_gal/Not.. Rlceivable (Sohedull D)
S. C..h/lank 0IPoI1t.I"110. Plrlonal Prop.rt~ (Schedull El
6, Jointly Ownod Proporty ISchodu1o FI
7. Trlnlflrl eSchedull Q)
I. 'rotel AliOto
I CHANGED
NOTE I To In''''''1 propl'"
credit to your Iccount,
IUbMit 1hl uppar portion
of thl1 forM with your
tl)( ply..nt.
.00
.00
.00
.00
131.425. 49
.00
.00
III
ill_
IZI
151
(4)
151
161
171
131.425.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
.. Funarll EMpln.../AdM, Co.t.l"llc. EMp,"'" (Schedull H)
10. Dobt./Hort.o.o Llobllltioo/Llon. (Schodu1o II
11. Toto1 Doductlon.
12. N.t Value of rlx Rlturn
IS. Chlrltlbll/Oovlrn..nt.l a.qulltl; Non~.l.cted 9115 Tru.t.
14. Not Vo1uo of E.toto SubJoct to To.
5.562.37
(9)
110 )
1.738.66
(111
I1Z1
1151
<<14)
7.~nl 03
124.124.46
.00
124.124.46
ISchodule JI
1'1' an ......m.nt w.. i..u.d pr.viou.1Y, lin.. 14, 15 and/or 16, 17 and 18 will
r.'I'l.ct 'l'igur.. that includ. the total 0'1' Abh return. .......d to dat..
ASSESSMINT OF TAXI
15. AMount of Line 14 at Spou..l rat. CIS)
16. AMount of line 14 taxable .t lin.al/Cla.. A rat. (16)
17. ..ount of line 14 taxable .t Collateral/Cla.t Brat. (17)
la. Principal ra. Due
TAX CREDITS I
PAVHENT
DATE
10-20-97
NOTE:
.00
124.124.46
.00
K . DO,
K .06.
K .15.
1111
.00
7.447.47
.00
7.447.47
RECEI~T
NUHBER
AA242352 '
DISCOUNT (01
INTERESTIPEN PAID (-I
372.37
7.075.10
AHOUNT ~AID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7,4(.7.47
.00
.00
.00
. IF rAID AFTER DATE INDICATED, SEE REVERSE
FO~ CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl. NO ~AYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, VOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
E
RESERVATlONl fltlt.. of dlcldenU dvlnl on or blfor. OlcllIb.r 12, 1912 -- if tnV fllNr. Int"rllt In thl ..tltl II tr""'trr,d
In po.....ion or .njoVI.nt to CI.., . (coll.tlrll) btn.'1clarl., 0' the d.c.d.nt Ift.r the Ixplr.tlon of env Iltete for
Ilf. or for VI.r., the COIIQnH..lth h.r.by ."pr...lv r..arv.. tha right to .ppr.i.. ana ...... tran'f.r Inhtrlt~c' fa"I'
at the lIwful CI... . (ooU.tar.l) rata on anv ,ueh futurl Interllt.
PURPOSE Of
NOTICE I To fulfill the requlr...nt. of Sactlon ZI40 of the InherUanc' and Elt,tl TaM Act, Aflt ZI of 1995. (7Z P.S.
S.cUon 1)140).
PAVMENTs O.tach the top port!on of thll HoUtl .nd lub.it with ~our ply..nt to \tit ~.,lIt.r of Wills prlnt.d on the rlYer" lid..
~~"lIk. chick or .on.y ord.r p'Vllble tal REGISTER OF MILLS, AGENT
REFUMO (CR)s A r.fund of . hM or.c:l1t, whlth w.. not raqullted on tha h)( Rlturn, .av b. "qulltld bV ooaplatlnt an "Applloatlon
for A.fund of Plnnlvlvanla Inharltllnel' tnd E.tata TIIM" (REV~U15), ..ppllc.tlon. .ra avtihbl. at tha OfflCll
of tha R.,I~tlr of Will., Inv of the 23 Rlvlnu. Oi.trlot Offlel.', or by clllln, thl 'Plellll 24-hOYr
In.warln. ..rvlc. nu.b.r' far for.. ordering: In Pennlylvlln!a ,-eOO-3'Z'ZOSO, out.ld. Plnn.vlv.nl. and
within local H..rrhburg aral (111) ,.,-eO'4, TOOt <11'1> 772-22S2 (H.arlng I.palrad Only),
OIJECTIONSI Any p.rty In Int.r..t not ..tl.flld with the .ppr.I....nt, Illow.ne. or dl..llowlnc. of d.dUctlon., or .......ent
of Uk (inoludlng discount or Int.rut) II .hollln on thll Hotlca IU.t ob'ICt. within .lllty (60) day. of rlo.lpt of
thit Notlc. by:
"-wrIUan pro tilt to thl PA D.part.lnt of RlVlnut, eoard of "ppllh. Olpt, Z11021, Hlrrhburg, PA 17121-1021, OR
~~al.ctlon to h.IoI' the ..ttar d",ter.lnld .t lIudlt of the Iceount of thl pI"on.l r.prl..ntaUv., OR
4_app..1 to tha Orph.n.' Court.
8""1"
lSTRATlVE
CORRECTIONS:
F.etu.1 .rror. dl.cov.rad on thl. ........nt .hould b. .ddr....d In writing tal PA Dlp.rt..nt of Riv.nue,
&urllu of IncUvJdual hl(u, AnNl po:.t A.......nt Rlvl.w Unit, DIp\. 280'01, tlarrisbure, PA 17121-0601
Phon. t11l) 1Il~6505. S.. paea 5 of the bookllt "In.tructlon. for Inhlrltllno. TIIM Rlturn for a R..ldant
Olc.dlnt" (REY~ISOI) far an 'kplan.tlon of ldalnl.tr.tlv.lY corr.ct.bl~ Irror..
DISCOUNT I
If any ". due Is p.ld within thr.. (!) eallnd.r .onth. aUlt thl dlcldlnt', d..th, . flv' parclnt (5iO dl.count of
the ta. PI~d If; allowld,
PENALTYl
Th. 11:< ta. ..n..tv nem-partlclp.tlon p.n.lt~ it oo..ut.d on th. total of th. tal( and interllt ......Id, and not
p.ld before Januarv II, 1"6, th. flrtt day .ftlr the .nd of thl tal( ..nutv p.riod. This non~partlclp.t1on
p.nalty is IPP..ltbla In the .... .anner .nd In thl thtl .... tI.. plrlod u you would Ipp.al the t.. Ind Int"..t
that h.. b..n .......d a. Indlc.t.d on thl. notlo.,
INTEREST I
Interllt I. eherg.d bl,lnnlnl idth flr.t d.y of d.llnquencv, or nln. (I)) .onth' .nd on. (1) dlY fro' thl d.ta of
death, to th. data of p'YMnt.. T.... which blea.. d.llnq~nt b.forl January I, 191Z bllt intar..t It thl rat. of
.IM (6:<) p.rc.nt p.r annul oalculat.d at I d~IIY rat. of .000164, All t.... whiCh blc", d.llnquant on and .ft,r
JanulrY 1, 1982 will balr Interatt It a fltl IIlhlch will v"v froa callndar Yllr to ulandar v.ar wlth th.t retl
announcad bv ~h. PA nIP.rt.lht of Rlv.nu., Th. .ppllclbl. Int.r..t r.t.. for 1.12 through 1991 .rll
'!!!r Inter..t ht. a.lh Inter..t Fletor !!.!r Int.rllt A.t. O.U!I' Int,,"t Factor
198Z 20:< .OGnU 1IJ81 'X ,0002""
191) 1'~ .000411 1IJII~11J91 11% ,000301
19lit 11% .00OSOI 1992 'X .000ZU
1981 U~ . DOOSS' 1993-1994 1X .000192
1ge6 lOX ,000214 1995-1'" .% .0002"7
--Intarllt It o.louht.d .. follow'l
INTEREST' BALANCE OF TAlC UNPAID K NUNBER OF DAYB DELINqUENT )( DAILY INTERE'T FAC'lDR
~~Anv Notlc.lllutd .fter thl tlM b.oo..' d.l1nquant will rafl.ot .n Inter..' ollculatlon to flft.." nil H11
blyond tht date of tlWl ........nt. If Plv..nt i. I" after the inter..t OO.-putlltlon date thown on thl
Notlc., tddlt1on.l Intarllt ltU.t b. c.louht"".
STATUS R~r.Q.~L.~~DE~ RULE .6.12
Name of Decedent: )""1(:1 l:. /\eV0CD
Date of Deathl c't.i\'Jf', u':r I "I '1 /
Will No. ,~ (-(~(I- I) 1\':3 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 I
Yes y. 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_____ NO-X-.'
b. The separate Orphans' Cuurt No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interpst? Yes_fJ.,tANo
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.
Datel Ii) ,.It.'''!i
.. "'>-L tl\(lhl1d.
S nature
,.
. jc~r4 ^-J,U~ I~/, flL.vot/)
Name (Please type or print)
Il)
I:)
L .. ,/" {I
'. Ie {, 1 ),('" ,}/..... . 1<1 (' (. (.',-;
Address
(':1171 h I.t y 70
Te l. No.
(MAH I rmf I AM3)
Capacity; >< Personal Representative
Counsel for personal
representative