HomeMy WebLinkAbout97-00807
Estate of __J:H~'IEL fl. (;()OIJIIELLoW
also kllow" us ,,__ ___.
PKI'ITlON J<'()R ItlWllATE .1IuJ GRANT OJ" I,KI'TI<;RS
No, ..2.1--' q'l'7-0~Q2_____
'/'0:
Register of Wills 1'01' the
('oUlllY of . ClIflBI':I{j:ilHU____ In the
Commonwealth of Pennsylvania
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The petition of the undersigned respeclfully represeuts 111111:
YOlll' petltloner(sl. who is/arc IH years of age 01' older an the execuL.~),H_~._,___ named
In the last will or the ahove decedent. dated _. _ .. ..... ......______Jlc.:..~oJ'er 27 ,19~
and eodlcil(s) dated _____ . n. .____._,_____
..._-----~----- ----- ._-~--
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.. ----.__.,..,,---~..,....__._~--~~
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(stille rl'IC\'UIlI cln:IHl1sl11IlCCS, l.',~, 1"1'1H1lldUllOJl, dl'llth or C;,;Cl'Ulor, CIC,)
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D d d' 'I I I I' Cumbe r land C t I' I I Ilh
ceen cut wus omlCI C( at ( cut tIn _____.L_____.._._.._.____..__._ oun Y, ennsy van 8, W
h.......!'_L__ last ramily or principal residence at ----_!!!!I.J!.iL!-J!J!Lli9t tom"Holld .....DLrlisle-<....lA 17013
_--.!lQ!ough ...QL CaI~!.s 1,,-.___~_______~_______
(lisl '>lrl'CI, number and llHlIldpuHty)
Deeendent. then___ 89__ years of age. died ____...._. Hept. 8 _. 19.2.~_,
at ~arlis_~.E~..'!lherJ!:!nd_Co.!!D..I=.L...t.i\..__._~_ ,
Except as follows. dl'eedent did not marry. was not divorced and did not have a child born or adopted
after execution of the will offered for prohale; was not the victim of a killing and was never adjudicated
Incompetent: ____.________________._______
Deeendent 01 death owned property with estimated values as follows:
(If domiciled In I'll,) All personal property
(If 1I0t domiciled In Po,) Personal propcrty in Pcnnsylvania
(If nOI domiciled In 1'0,) Personal propwy In County
Value or real estatc in Peunsylvania
situated as rollows: _____._~__.
$ 48,000.00
$
$
$
--~----_._--~~----
.-._._-._~-_.~_.-
WHEREFORE, pctitioncr(s) respectfully rcquest(s) the prohale of the last will and eodlcll(s)
presented herewith and the grant or lelters___, test~mentary
(lcStllmClllllr)': administration c,l,a,; adminlslrs,llon d,b.n,c.t,a.)
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Jane F Burke President/CEO
Financial 1'ru~t Services Co.. ~cessor
~ Farm~Trust Com~_
One West High St., P.O. Box 220
Carlisle. PA 170]3
717-240-4504
OA TH OF PERSONAL REPRESENT A TlVE
COMMONWEAI,TH OF PENNSYLVANIA } 8S
COUNTY OF CUMBERLAND___
The pelitloner(s) ahove-named swear(s) or affinl1(s) lhatthe statements In the foregoing petition are
true and correct to the best of the knOWledge and helief or petitioner(s) and thai as personal represen.
tatlve(s) of the ahove decedent petitioner(s) will well an truly adnr~nNer the estate according to law,
Swom to or affirmed and subscribed . _.._ r i(!(.::.c:.._jt!.i,ll1._.. ~
hefore me this __..2.lllL..___..__ dav of lJa-,,-,,--, .J!.llrke, _''.!'_esident/CEO 0;;'
, ','" N.#----c-~--, }r.--'rJ-Ji) /,!.nanc.J.IlJ.. 'l'rus.l...Seryj,ces Co., Hncceisor to
~L' :-a,..LLLUJJ;p\.~LU}.. 'JLLJi_ihp 1f-__X,!r.!TI-".I.8...JrllstCompany i
MARY C. LEWIS 1II.('~isler CQ::1is.lfu_l'8...ll.0_LL ~
. COURT 01' COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 2197.0807
Estate 01 ISABEL M. GOODFELLOW
Late 01 THE BOROUGH OF CARLISLE
FIRST AND FINAL ACCOUNT OF
FINANCIAL TRUST SERVICES COMPANY
SUCCESSOR TO FARMERS TRUST COMPANY
EXECUTOR
Date of Death:
l.etlers Granted:
First Complete Advertisement of Grant of Letters:
Aocount Stated to:
September B, 1997
October 3, 1997
November 21,1997
September 11, 1998
!MMMARY & INDEX
~
pRINCIPAL
Receipts 2 $ 55,498,76
Less Disbursements 2 9,870.56
Balance before Distributions $ 45,628,20
Distributions to Beneficiaries 3 1,365,84
Principal Balance Remaining $ 44,262.36
INCOME
Receipts 3 $ 2,771,76
Less Disbursements 3 186.67
Balance before Distributions $ 2,611.11
Less Distributions to Beneficiaries 3.: 1 ,959.02
Income Balance Remaining 652,09
COMBINED BALANCE REMAINING $ 44,914.45
Balance for distribution as per First and Final Account
flied september 11, 199B
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSVLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF ISABEL M. GOODFELLOW
LATE OF THE BOROUGH OF CARLISLE
~HEDULE OF PROfOSED DISTRrn!,!!!QN
44,~14.45
-
$
Qlstrlbullon
Marl\et Value
August 20, 11198
Cost Basis
Irene JacobY
50 Shs, pp&L Resources, Inc,
principal Casli
Income Cash
$ 15,762,50 $ 14,503.13
7,626.06 7,628.08
326..91_ 328,04
---------------
$ 23,716,60 $ 22,457,23
$ 15,762.50 $ 14,503,12
7,628,05 7,628,05
326,05 326.05
-- --.----
$ 23,716,60 $ 22,457,22
.$ 47,433,20 $ 44,914.45
Harriet We,ber
650 Shs, PP&L Resources, Inc,
principal Cash
Income cash
~TATEMENT OF TI::lF. REASONS FOR THE PROPOSED DISTR'BUTIO~
The above distribution Is proposed In accordance with the terms of the Last Will and Testament of
Isabel M, Q,oodfelloW, The Borough of Carlisle, cumberland County, pen sylvania,
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t. l.l \f
Jan F, BurKe, president/CEO
COMMONWEALTH OF PENNSVL VANIA
COUNTY of CUMBERLAND
Jane F, Burl\e, being duly sworn according to law, deposes and says that she is president/CEO
0' """ci., T ",,' """" Com..'" "" ,=""'"" ,. ". ,"'10 ,bO" "m.d, .'" Ih.1 ". I.ci' '" ,"h
In the Statement of the Reasons for tlie Proposed Distribution are true an) corree\.
: tow-' LI.)~ ,,---.
Jane " Burl\e, president/CEO
sworn to and Subscribed before me
thlS.-1- day of August, 1998,
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NO\Hrla\ Stml
.loan L. CroW\' Notf\rv PubliC
Gar\l:',ltl BOlO, ClImocrland County
My G(lm\lli5~IOn EKpirfJS April 2~~, ~OO\
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DEPARTMENT Of REVENUE
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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l1iII AETIlR.. QT'. FUD" lI/PU:AlI wiiiiTii""
REGISTER OF WILLS
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II' _lCALEISlJIMW<lSl'lJ<JSl'S'-~, F1II$T, """""'" HlW.1 SOOAI, SECIJIlI1Y.....
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THIS SI!CT1ON IlUST BE
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Jane F. Hurke
FlRNNoWE (If......'
Fi a ciul..I.r:.lliit Services Comoullv
fELEPtOE NlJM8EA
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o 2, SUP!liemelltalRotum 03, R.....ReUnI..._....,I.tU2j
o la, FUbJ.-ln_ CompmmIse 1.._...",11-121 0 5, Federal Es1IIII To R"'" Requitd
o 7, Deced."t MUltalned allYIng Trust _....TNII _ 8, Total N~ of Solo 0ep0aIl-
010, SpousIlr-tjCIId.I..__",ll.01...HISI 0 1" ElecIIonlDtaxunderS<<:. 911J(A)_",,01
,ALL CORRfSl'OMDENC%AND CONI'IDEHTIAL TAX INFORMATION SHOULD III! DIReCTED TO:
CCM'lETE w.lll<<l ADOftESS
P. O. Hox 220
. Carlisle, PA
17013
" Real Es1aIlISclle<lu1e AI (1)
? SIDcI<> and _ (Sct1edule 9) (2)
3, Closely Held Co!poratlon,Pa_~orS~_1p (3)
4, Mon;jeglOl & Hollo RecelYabll (ScIlecIule 0) (4)
5. Cash, Bank Depoaill & M_noous PononaI Propllfty (5)
Z (Sct1eduIeE)
0 6. Jointly owned PIIlper1y (Sct1edule F) (6)
~ 7, In"''''''''' Transfe!s & Mtsoellaneous Non-fl_ Pmpefly (7)
E (Sct1edule G or l)
8. Total 0.... Amb (1Otal Lines \.7)
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U 9, Funeral Ex_ & Adn;nBlraIMl Cosls ($ctoedule H) (9)
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It: 10, Debts 01 Deceden~ Mortgagellabil!lIes, & LIens lSct1edule I) (10)
11. Total OIductlonl (IIltallln.. 9& 10)
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12, H..VaI.. o'Eltata (line 8 minusUne 11)
13, Charttable and Governmental BequeslllSec 9113 TIUS1S forwtll::h an eIedIon 10 tax h.. no1 been
mod. (ScI1edule J)
14, Nil VII.. Subjlct to To (Une12 minus line 13)
15, Amount oll~e 14 iaJ<able
at the_I iaJ< rail .i .
S88I_", on ..._ side for 1flIlIIc!I~ """,,,"tag.
16, Amount 011.... 14 iaJ<abll
at 6% rail .' 4 5 r 5 I 9. 8 8
17 Amounl01 1In.14tuabll ',>.
at15% rail
(12) _t.__.... 4 5 .,5 I 9 .8 8
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(13) 0010 0
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4 5 '5 1 9 ',8 8
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(16) 2 , 7 3 I ".1 9
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18, Tax Due
19,
FTSC, I'. O. Hox 220, Carliale, I'A 17013
ADDRESS
DATE
Mil'!
DATE
Decedent'. Complete Addr...:
STRI!E1 ADMESS
" . W lit Rott.om ROlld
CITY
I STAlE PA
I ~p 17013
C Hule
Till Paymenw and Credlw:
1, TIIlC 00.(1'110I' Une 18)
2, CredllOlPaymenll
A, Spo\Isa! POVIf1y Credit
8, Pli<< PlIyll1811ls
C, olllOOUnt
(1)
2.7.31.19
?OIlIl.1I0
IO~.n
2,105.27
Total CI801tI1 A + 8 + C I (2)
3, Int..wenal1y if applicable
0, Inlerest
e, P8IIalIy
TotaIlntll8lllPenll1y ( D + e ) (3) .00
4, ~ line 21s great8llnan line 1 . line 3, C!1t8lthe d11l818r1C8, Tnll is 1118 OVERPAYMENT.
Check bo~ on Ptg. 111n.181o *luott. rtfund (4)
5. If line 1 + line 3 is greaterlnanllne 2, erller tl18 difference, Tnls is Ine TAX DUE. (5) 625.92
A, Enler lI1e interesl on Inelax nue, (SA)
B, Enl8lthelolal of Une 5 + SA, This is the BALANCe Due. (58) "1 ~ <11
MBkB Check P~BbI8 to: REGISTER OF WILLS, AGENT
. IIU ~II
PLEASE ANSWER THE FOLLOWING QUESTlONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a tranlfer Ind: YII No
e, retlln the ule or Income of the property tranlferred; ..............,.................................,............ 0 [!I
b, retain the right to dellgnate who shall uae the propllrty tranlferred pr It I Income; ................ 0 [!I
c. retain a reversionary Intere.t; or.....................................................................,......,..,.......,..... 0 [!I
d. receive the promise for life of either paymentl, benefltl or care? ........................................' 0 [!I
2. If death occurred on or before December 12. 1982, did decedent wnhln two years
preceding death tranlfer property wnhout Il!Celvlng adequate conllderation? If death occurred
after December 12, 1982, did decedent transfer property within one yeer of dllth wtthout
receiving adequate conllderation? ..................................",.................................,...................,... 0 0
3. Did decedent own an 'In trult for' or payable upon death bank account or security
4. ~\::~:~~::~:~'i~di~id'~~I'.;~il~'~~~;..~~~~;:.~~~~~:.~;.~~~;- ~~~:~~;;~t;'~;;;;~?:::: 8 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTlONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
j
72 P.S. S9118 (a) (1,1) (I) provided for the reduction of thoe tax rate Impoled on tha net valua 01 lranlfell to or for tha u.. of tha
surviving IPOUse from 8% to 3% for dates of death on or aftar July 1, 1994 and before January 1, 19ge.
72 P.S, Sll118 (a) (1,1) (II) provided for the reduction of the rate Impaled on the net value of tranlfera to or for the use of the lurvivlng
IPOU" from 3% to 0% for dates of death on or after January 1, 1995, The stltute 95!..,. not exemDl a trana1er to a lurvivlng IPOUse
from tax, and the ItatUtOry requirements for dilclolure of assets and flllng a lax return are stili applicable even If the lurvlvlng lpouae
II the only beneficiary,
FOR DAreS OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer Ihe following queltion by placing an ')(" In the
approprtate space,
Old lI1e dee.dant create a truat or 11m liar arrangement which I. lolely for the aurvlvlnll .pouae'l benaflt for hla or her an1lre
llfeilme? Yea 0 No [ij
If you answered yes to the above questloll. the lax on the trust or similar arrangemenlls postponed until the death of the second
lpoUle. at which time it will be fully taxable at the rate(s) applicable to the remainder beneficlary(lel). Enter the vllue of the trult on
Schedule J, Part II, in order to remove It from the calculation of the tlllC due In this eltate. You may wish to file Schedule 0 In order to
make the election available under Seellon 9113, If the elec1ion Is made, the trust or similar arrangement Is taxed In the ..tate of the
flrst decedent spouse, Ihe portion of the trust or similar arrangement which beMfltl the lurvlvlng IPOUse il taxed at the zero tax rate,
and the remllnder Is taxed at the rate(s) applicable to the remllnder beneflclary(lel). If you choole to mike the election, you mull
Ittach Schedule 0 to a timely. flied tax return, along with Schedule(l) K and/or M in order to show the apportionment of the trult or
similar arrangement between the surviving spouee and the remainder beneficiary(lea),
Isabel_H. Goodfellow
L SCH'DULE F L
'. JOINTLY .OWNED PROPERTY .
-r- NUMIIR
2197-0807
....".....,11..., ..
COMMONweALTH 0' ,eNNSYlVANIA
INHUITANCI TAX mUXN
US/DIN! DICeDIN!
-=
ISTATI Of
Joint tenant(.).
____ NAMI
A. Harriet Weber
---_....--.._-~....,._-----_......_-~.. --"..--------..--
_ ADonIS _ RELAT10NSHI'YC)-DicIDINT-
29619 Cha.pine Daughter
St. Clair Shores, HI 48082
I.
C.
Jolntly.owned properly.
ITIM LmER DATE
fOR TOTAL VALUE DECD'S DOLLAR VALUE Of
NUMIE JOINT MADE DESCRIPTION Of PROPERTY
TENANT JOINT Of ASSET % INT. DICEDENT'S INTEREST
1. A 1/79 $200 par US Series E Bond 549.36 50% 274.68
A 2/79 $200 par US Series E Bond 549.36 50% 274.6B
A 3/79 $200 par US Series E Bond 549.36 50% 274.68
A 4/79 $200 par US Series E Bond 538.56 50% 269.28
A 6/79 UOO par US Series E Bond 545.04 50% 272.52
~
. TOTAlIAI.o onter on Iino 6, Rooopitulotlon)
(/I more 'pa.o i. noeded In.ert add/llona/'hoe" 0' ,ame ,Ill)
$1 365.84
.I\I.ltltU.jl-lt,
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMQNW!"UH m II!N~j5YlVANI'"
lNtiUII'A,NC( '''~ ItfTlJAN
IU$tOf"" _orcrOfNf
nfATfOF-
,-
Plea.e Print or Type
I PILE NUMBER
2197-0807
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AMOUNT
Isabel M. Goodfellow
ITEM
NUMBER
A. Funeral Expen.e..
I. Harriet Weber. reiJaburae for funeral luncheon
DESCRIPTION
229.40
B. Admlnl.,ratlvo COIIII
I. Personal Representallve Commissions Financial Truat Ser.:yices Q...oapany 2.569.18
Social Security Number of Personal Representative, __
Year Commissions paid
2, Allorney Pees Dusan Uratic, Esquire 2.569.18
3, Family Exemption
Claimant Relationship
Addrell of Claimant at decedenl" death
Street Addrell
Cily Stale Zip Code
i
I
4, Probate Fees !
C. Mllcellaneou. Expen.e., 103.00
1. ROQ:\,ater of Wills. Letters Testamentary
2. Cuaberland Law Journal. advertising Letters Teataaentary 60.00
3. The Sentinel. advertising Letters Testamentary 65.22
4. Closing and Filing Coats 300.00
,
I
I.
TOTAL (Also enler on line q. Recapitulation) is
(II more .pac. I. "eeded, Insert addltlonal.heetl 01 lame 1"..1
5.895.98
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BUREAU OF INOIVIOUA~ TAKES
tNHf.MltAHCt lAM DIVISION
DEPT. 28060 I
HARRISBURO, PA 171l8*0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
c__
NOTICE OF INHERITANCE TAK
APPRAISE HE NT . ALLOWANCE OR DISAll.OWANCE
OF DEDUCTIDNS AHD ASSESSHENT Df TAK
07-15-1998
GOODFELl.OW
09-08-1997
21 97-0807
CUMBERLAND
101
E.-.._....~-----_..__._---:3
Aaount Real Hed
~_._,;;; - ,._=
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MAKE CHECK pAVABLE AND REMIT PAYMENT TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -4
REV: iS47 "EX"AFP" l'i19-= 97T - HOTi oE" "op"i iiiiEifii'ANcE-TA'i("'Apjiii'A i SEMiil'r;- Ai DiwANCE "iiri'-"" ____om - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ISABEL M FILE NO. 21 97-0807 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JANE F BURKE
PO BOX 220
CARLISLE
PA 17013
ESTATE OF GOODFELLOW
TAX RETURN WAS' (X I ACCEPTED AS FI~ED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, Reel E.tate (Schedula A)
2. Stocks and Bonde (Schedule I)
S. Clo.ely Hald Stock/Pednerlhlp Intaraot I S~hedule t)
~. Horta.a../Nai.. Reoeivable (Schedule D)
S. C..h/B.nk Deposita/Hilc, Parsonal Property (Schedule E.
6. Jointly OWned Proparty ISohodule FI
7. Transfers (Schedule 0)
a. Total Aueto
Il)
(2)
ISI
(41
IS)
161
(7)
) CHANGED
,00
29.549.00
.00
,00
21. 834.68
1.365.84
,00
(a)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral EMp.n.../Ad~. COlts/Hile, EKpen... (Sohedul. H)
10. Debte/Hortgege Llebllitlel/~ienl (Sohedule I)
11, Tot.l Deductions
12. Net Value of Te. Return
13. CharUabl./Govnrn...nt.l Bequeltsj Non.el.cted 9113 Trults (Sohedule J)
14. Hat Vel..e of Eatato SUbject to Ta.
If .n ......ment w.. i..u.d previously, lin.s 14, 15 .nd/or 16, 17 .nd 18 will
refl.ct figure. th.t include the tot.l of abb r.turns .......d to d.t..
ASSESSMENT OF TAXI
15. A.aunt of ~inc 14 at Spoulal rate (15)
16. Anount of Line 14 t.x.ble et Lineal/Cless A rat~ (16l
17. A~unt of Line 14 taxable at Collet.ral/Cla., 8 rete (17)
la. Principal Tex Duo
TAX CREDITS I
PAYHENT
DATE
12-04-1997
05-01-199B
NOTE I
RECEIPT
NUHBE R
AA242514
AA270042
DISCOUNT 1+)
INTEREST/PEN PAID ("I
105.26
.00
(9)
UO)
5.895,98
1.333,66
Illl
U21
US)
U41
.00
45.519,88
,00
X .00=
X .06:
X .15:
(8)
AHOUNT PAID
2.000,00
625,92
TOTAL TAX CREDIT
- .
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
'*
IU.1Ul U AI' 1I.,.n
I SABEL
M
DATE 07-15-1998
HOTE: To in.ur. proper
oredit ,to your aooount,
.ubMit the upper portion
of this forn with your
t.x paYMnt.
52,749.52
7.?,Q 1.4
45.519.88
.00
45.519.88
.00
2.731 .19
.00
2,731.19
2.731,18
.01
.00
,01
. IF PAID AfTER DATE INDICATED. SEE REVERSE
fOR CA~CULATION OF ADDITIONA~ INTEREST,
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REqUIRED.
Ir TOTAL DUE IS REFLECTED AS A "CREDIT" Ir.R). YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS fORH fOR INSTRUCTIONS. I
RESERYATlOMI
PURPOSE Of
NOTICE 1
PA'fHENT I
~fUND (CRll
OIJECTlOHSI
AIlIUN
ISTRATlYE
CORRECTtONSi
DISCOUNT 1
PENAL TV I
I~TEREST 1
,~
(I
C"'l
If)
T~ ~
'; 0.:
t"""
r.?P
,<;
Ii)
.-
{'/ ...:n
oco
~CC
~
~
"B.i.ci
il:i .
1J
E.t.t.. of deceMnts dying on or before Oec..her 12, 198Z -- 1f .ny future hlt.re.t lnthe e.tat. 11 tren'f'ff.d
in po.i...lon or .njoy..nt to CIs.. B (collateral) b.n.flaiarle. of the decadent after the eMPlretlon of anY ..tet. for
l1f. or for y.ar., the Co..onw..1th hereby IMpra..lY re..r"a' tho right to epprahe end ...... transhr IntlerUlnoe ,tiM"
.t the l.wful CIa.. I (colleternll r.ta on IIny .uch future lnterut.
To fulfill the requirelHlnh (If Sectlon 2140 of the Inherit"noll and Estete TaM Act, Act 21 of 19%. (72 P,S.
Seat Ion 9140 I.
Detach thll top portion of this NoUCIl Rnd lublllt NUh your p.y.ent tCl the Aeghter of Wills printed on the reVlrll side.
-~"nI<e chuck or 1I0ReY order pa~.hle tOI REGISTER OF MILf4S, AOENT
A refund of . taM or.dit, Nhlch W81i not requ..hld on tha Tal< Return, ..y be requ..ted by cOIIpI.t1ng .n "Applic.Uon
for R.fund of P~"".ylv.nla Inherltenoe .nd lstate TaM" (REY-lll3). Applloatlons arll av.l1abl. .t the offlc.
of the A.ahter of Willi, .ny of the U Rev.nue Chtdet Offlc.., or b)! c.lllng the ,pIIlIJlal 24-hour
.n,w.rina ..rvice n~er' for for.' ordering I 111 Pennsylv.nia 1~800.3b2-20S0, outlld. P.nn')!lv.nl. and
Nlthl" local H.rrl.burg ar'h (7171 787-8094, TOOl (717) 172~Z?Sl (Hearing lapaired Only).
Any party In Int.r..t not ..tI,fied with the appr.ise.ent, allowance or db.UoNlN1ca of deduct1on~, or a.......nt
of taM (Including dl.count ~r Int.r..t) as .hown on thl. Hotlc. .u.t Object Nlthln .IMty (60) da)!. of receipt of
th 11 MoUea by I
-MNdttMn prot..t to the PA Oapart..nt of Rov.nu.. Board of Appuh, b.pt. Z810Zl, H.rrhburg, PA 171Z8~1021, OR
~~el.(ltlon to have the '''Ithr dehr.lned at audit of th4t account of the per.onal raPt'as.ntatlve, OR
--eppe.l to the Orph.n.' Court,
factual arrors dl.cov.red on thl. a.......nt .hould be addr....d In writing tal PA o.part..nt of Rev.nue,
auraau of IndlvJdu.l TaM.~, AlTHI po.t AI191...nt Review Unit, Dept. 280601, HarrIsburg. PA 171Z8-0601
Phone (717) 187M6S0S. Sae PftlJe S of the booklet ''In.tructlon, for lnh.rlt.nve t.M Return for a Resident
O.c.dent" (REY.1S0U for .,1 aMpl.natlon of ad_tnhtr.Uv.ly (lorfeotOOl. .rror..
If any tal( due is paId within thr.. (3) cal.nd.r .onths aft.1' thll dac.dent's death. . flv. ~erc.nt (SiO dhaount of
the taM paid 1. allONed.
'h. 15j( taM ..n'lty non-p.rtlcip.tlon penlllh 11 cOtlputed on the ~otal of the taM and Interest .......d, and not
p.id before JanuerY 18, 199&, the fir.t d.y aftar the .nd of the tlM ..na.h p.riod. Thlt non~pftrtlclp.t1on
pO~llty I, appaalable In the 'a.~ .ann.r and In the the .BIle tl.e period ., you Mould appe.l t~ taM and Jnter.lt
th.t h.. bun .......d a' Indicated on this noUce.
Int.r..t i. charged bealnnlna wlth flrlt d.y of d.llnqueno)!. or nlna (9) Ilonthl .nd on~ (11 de)! froll the data of
de.th, to the d.t. of p.y..nt. t.Me. which b.e.... ctaUnquent b.fore January 1, 198Z b..r Int.rest .t the rat.. of
.1M (6%) p.rcent pur annue calaulat.d at a dall)! r8te of .000164. All t81(.. which beO". delinquent on and aft.r
,JenuerY 1~ 1961 will b...r Inbrut .t Ii rate Nhloh will v.ry fr". cal.ndar y.ar to o.landar yaar Nlth th.t r.ta
announe.d by the PA Depart..nt of Rev.llue. lh. applicable Internt rata. for 1962 throLlgh 1996 .re:
'!.!!!: lnt.r..t Rat. Dajly Int.r.st factor ~ Int.rest Rate Dflll)! lnt~r.'$t factor
1982 20t: .000548 1967 9i: .000247
1985 16Y. .000'.38 1968-1991 11i: .000301
1964 Ill: .000301 }lJ9Z lJl: .000247
1985 13Y. .000356 1993-19lJ4 71: ,00019l
1966 lOt: .000214 1lJ9S~19q8 91: .000241
~Mlnt.r..t II calcul.ted .. followSI
INTEREST a BALANCE OF TAX UNPAID X NUNBER or DAYS DELI~QUENT X DAILY INTEREST FACTOR
uMY MoUe. 1u..-d .ft.r the t.M beco"s d.lInqu.nt wlll r.Uaot In Intarut oaloul.tlon to flft.an (5) daYI
~yond the d.t. of the ........nt. If pay.ant Is ."de after the 'nter..t oOltPutetlon date shONn on the
Hotlo" eddltlonal Jnt.r..t lIuSt be c.lculat.d.