HomeMy WebLinkAbout97-00839
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LAST WILL AND TESTAMENT
I, DOROTIIY S. NE'U" IIf79 "E'" Sir/wi, I/Ilf/mgl, lif Olfllde, CUlllberlaml CIIll,lIy,
Penn.s.v/l'"1l/I, belllg lif .Slllllld 1",IIIUslm,IIIlI{ /II11l/1, met/wry ,lIId ,mder,lIandlllg, 110 II/!reby
lIIake, publ/d, 1111/1 declare IMI liS IIIHlfor lilY 1,lul Will /III/I Ted/llllelll, llereby rel'llklnl{ II11Y
alld aI/ II/11er wlll.s IIIHI CtlIl//#1 herelofllre 11I11111. by me.
PI RST. I II/recl 111II1 all lilY jllSl Ilebls 1""lflmer,,' e.-':/,e,I,I/"s be IlIlIllfro/ll my eslllle II.S
.SIIm, IIfler lilY Ileall. lIS prllcllclllly IIIl/I cll/lI'ellleully ""'y be 1/1l/1e.
SECONI>. III/reel Ilwl Ill)' rellllllm be IIIlerrel1 besllle lilY I,"sblllll/lll IIIe SI. Plllrlck's
Ce/lleler)' loclllelllll Cllrllsle, I'ellllsyll',mll'.
THIRI>. I 1I1/IIwrlze lilY persllllal rellfeselllalll'e III expell/lfl/llds f"'IIl lilY e.dllle, 'll .mcl,
anl/Illlll.s 11,1 my per.wltlllll'eprese,IIII/II'e dll,1I cll/ulller uece,lsary ,,,,,1 de.slrllble for llle
purcllll.se, e,'ectllltl 1I11//Imcrlplltltl of II sl/ltllble lIIarker Jtlf lilY grlll'e.
FOl1RTH. I gll'e, Ilel"u lI1ld belluellll, Ille ,Ium lif One TlwUSlllld ($I,IJ(J(J./ltJ) Dollllr,s
unlll lilY granddllUgltter, 71'".11I1 Nell.
FIFTH. I gll.e, del.l.se alld bequeall. IIl1lif lilY ell lire eslale pemllllll, relll or IIl/xed unto
".y son.s, George Neillllld I)allld Nell, In ellU,lI sllllres per sllrp~.s.
SIXTH. III/reet Iltal allY 1111/1 all Inller/tance, Eslllle IlIld Trllmfer laxes l/IIpo.sed upon
illY eslllle pll.ulllg ullder lilY 11'1/1 or 1I11.enl'lu, ,1/11I11 be pllld 111I1 of llle prl,tclplIl lif illY
residuary eslllle.
~
~
SEVENII. Iltereby ,wlIIl'lIlle, cll/ut/tuie all//"I'Pol,1I lilY .W/u, Oeorge Nell IIIId Dal'ld
Nell, II,S Co-Execl/lor.s of IIlIs lilY I,a,1I WI/I alld Te,llalllell/. Iltereby rellelle my Execulllrs
fro/ll II,e IIeces.sil)' of poslllll{ .security III cOll/wellllll witlt Ihelr dulle,s, liS .sucll, III allY
jurlsdlcllOl' III wltlclt Iltey IIIIIY he cal/ell UpIIIl III ,wl Imofllr II.S I alii able by law III 1/11 .SIl. III
addltloll 10 lite pllwer.s cllllferred h)' IIIII', J Imllwrlze lilY Execulllf,S, III Ilteir ah.solule
dlscret/Iltl, to rellllll III II.e form reeellled, lI1ld III sel/ eitlter al puhllc IIf prlllale sllle II11Y real
III' per.sOlIllI properly oWlled by /lie 1/1 lite IllIle of my Ileall,.
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Decedent's Co,,!plete Addre..:
STREET ADDRESS
CITV
ClIrllAlo
j S1!IC I'A
I liP 17013
~
I Irvlnl' Knw
Tu Payments and Credlta:
1. Tax Due (Page I line 181
2, Credlts/Paymenis
A Spousal Poverty Credit _.___
B. Prior Payments
C. Discount
(I) --2.!!92.18
r.,onn.110
11~ 7q
3. InteresVPenally II ap~llcable
D, Interest
E, Penally
Total Credits (A. B + C I (2)
6.'I1~.7q
5.
TotallntereSVPenalty I 0 + E I (3)
If line 2 Is greater Ihan line 1 + line 3, enter Ihe difference. This Is Ihe Ol/ERPA YMENT,
Check box on Plgll L1nl 11 to rlqullt Irlfund (4)
If line I + line 31s grealer than line 2, enter the difference. This Is the TAX DUE, (5)
A, Enter Ihe Interest on the lex due. (SA)
8, Enter the totel of lIne.5 + 5A. This Is the BALANCE DUE, (58)
Maka Chack Palable to: REGISTER OF W/LLStAGENT
11111/ . -P _
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make a tranller and: Yel
a, retain the usa or Income ollhe property traneferred: ........,............,......,.."....""........,........,,, 0
b, retain the right to dealgnaie who ehall use the property translerred pr Its Income: ........,......, 0
c, retain a reveralonary Interelt; or.."..,,,..,,,.............................,...................,,....,,,,.......,.........,,. 0
d, receive the promise lor life 01 either payments, benefits or care? .... ,....,........,,,.. "........,....... 0
2. If death occurred on or belure December 12, 19S2, did decedent within two years
preceding death trensler property without receMng adequate consideration? If death occurred
aftar December 12, 1982, did decedent transler property within one year 01 death without
receiving adequate conllderatlon? . ............" ......, ,....,....,...... .....,...., ....... ....... "" ....,.......,..".. "..... 0
3, Old decedent own an 'In trust lor" or payable upon death bank account or security
at his or her death? ....".""".."......",...."." .,.......,,,.........,..,..,,..,,.,.....,........,.....,....,..,..........."...., 0
4. Old decedent own an Individual retlroment account, annuity, or other non-probate property?.... 0
423,61
4,
-
No
o
B
o
B
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
r
72 P,S, S9116 (a) (1.1) (I) provided lor the reduction of the tax rate Impaled on the net value 01 transfera to or lor the use ollhe
surviVing IPOUse Irom 6% to 3% lor dates 01 death on or aller July 1, 1994 and belore January 1, 1998.
72 P.S. S9116 (a) (1.1) (II) provldad lor the reduction 01 the rate Imposed on the net value 01 translers to or lor the use 01 the survlvln9
spouse Irom 3% to 0% lor dates 01 death on or aller January 1, 1998. The statute does not exemDt a transler to a surviving spoule
from ta~, and the statutory requirements lor disclosure 01 allets and filing a tax return are stili applicable even If the surviving spouse
Is the only beneficiary.
i". h~l -
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Pleale answer the lollowlng question by placing an 'x'ln the
appropriate space,
Old thl dloldlnt orlate a trust or aim liar arrangamlnt whloh la aolaly for tha surviVing apouae'a benefit for hla or har entire
IlIatlme? VII 0 No 0
"you answered yes to the above question, the tax on the trust or similar arrengement Is postponed untlllhe death of the lecond
spoule, at which time Il will be fully taxable at the rate(s) appllcable to lhe remainder beneficlary(les). Enter lhe velue 01 the trust on
Schedule J, Pert II, In order to remove Il 110m the calculation 01 the tax due In thll eltate. You may Wish to file Schedule 0 In order to
make the election evallable under Section 9113, lithe election Is made, Ihe trust ilr similar errangement Is taxed In the ostate 01 the
first decedent spouse, the portion ollhe truM or similar arrangement which benefits the surviving spouso Is taxed at the zero tax rete,
and lhe remainder Is taxed at the rate(s) appllr.able to the remainder beneficlary(les), II you choose to make the election, you must
attach Schedule 0 to a timely-flied tax return, along with Schedule(s) K and/or M In order to Ihow the apportionment 01 the trust or
similar arrangement between the survlvln9 spouse and the remainder beneficlary(les).
..........1.......
. eOMMONWIAUH 0' P1NNIYIIlANIA
INHIII'ANel 'AIC IIlUIN
III DIN' DlelDINf
SCHEDULE F
JOINTLY-OWNED PROPERTY
IITATI O'
Dorothy S. Nell
.lolot '....otll)'
.ILI NUMBIR
2197-839
NAMI ADDIISS
llLA T10NSHIP TO DICIDINT
George Nell, Jr.
11601 4th St, N. APT. 1001
St. Petersburg, FLA 33616
SON
David A. Nell
244 Yankee Bush Road
Warren, PA 16365
SON
~olAtly..w"" PfOtIOrtYI
!TIM Lmlll DATI
NUMII POR MADI DISCRIPTlON O' .RO..ITV TOTAL V ALUI DICD'S DOLLAI VALUI O'
~OINT O' ASSn % INT. DICIDINT'S INTlRIST
TlNANT ~OINT
1. A 3/24/86 Financial Trust Co.
Checking # 2677059657 20.978.60 1/2 10,489.30
A 6/22/83 Mellon Bank CD II 180-51156-C 2,005.44 1/2 1,002.72
B 6/22/83 Me lion Bank CD # 180-51147-C 2.005.44 1/2 1.002.72
A & B 3/12/84 Members 1st Checking 2,702. II 1/3 900.70
TOTAL IAllo onlll on IIno 6, locopltulotlon)
III mo" IpOCO /1 n..dod /nlOlI oddH/ono,.h.." 0' lomo II..}
$ 13.395,44
'.V.III1,.. p.,,,
*
COMMoNWfAUH 01 rfNHlnvANIA
-..... '" "NIH
-~,
SCHEDULI J
BENEFICIARIES
I.'AI'IO'
Dorothy S. Nell
-
P/LI NUMI'I
2197-839
111IM
NUMI'R
-
HAMI AND ADDRISS 0' IINIP/CIARY
IILA710NSHIP
AMOUNT OR
SHARI 0' 117 A TI
-
A. To,ob/. I.qu.""
l.
George Nell, Jr.
11601 4th St, Apt. 1001
St. Petersburg, FL 33616
1/2
residue
SON
2.
David Nell
244 Yankee Bush Road
Warren, PA 16365
1/2
residue
SON
3.
Tammi Ne 11
1309 N. Pitt Street
Carlisle. PA 17013
$1.000.00
'rand daughter
111M
NUMIIR
NAMI AND ADDRIIS 0' IINIP/CIARY
AMOUN' OR
SHARI 0' 117 A 7E
--
I.
I. Choritobl. and Go.ornm.n,o, 8...u.""
TO'AL CHARITAILE AND OOVERNMENTAL 8EQUESTS (AIoo .n,or on "n. 13. II<0p/,.'01l0n) $
'If rn'lt .pa.. I. _d.d. /nlOlt add/I/ana' .h.." 01 .arn. .,..J
r..........
,c......... ·
LAST WILL AND TESTAMENT
i, DOROTHY S. NELL, of 71) "E" Strtet, Borough of Carlisle, Cumberlalld COUllty,
. Pennsylvallia, b.illg of soulld alld disposlllg milld, memory alld ullderstalldillg, do hereby
,,",h, publld, and declare this as alld for my Last Will alld Tutamellt, hereby revokillg allY
alld all other wills alld codicils herdofore made by me.
FIRST. I direct that all my just debts alld fUlleral expellses be paid from my estate as
SOOIl iifler my death as practically alld cOllvelllelltly may be dOlle.
SECOND. I direct that my remallls be IlIterred beside my husballd III tl.e St. Patrick'.,
Cemetery located III Carlisle, Pellllsylvallla.
THIRD. I authorize my persollal repr,.selltatlve to expelld fUllds from my estate, ill such
amoullts as my persollal represelltative shall consider lIecessary alld deslrabie for tile
purchase, erection alld IlIscrlptloll of a su/Jable marker for I:IY grave.
. FOURTH. I give, devise alld bequeath the sum of Olle TI.ousalld ($1,000.00) Dollars
Ullto my granddallghter, Tammi Nell.
FIFTH. I give, devise alld bequeatl, all of my ell tire estate persollal, real or mixed UlltO
my SOliS, George Nell alld David Nell, III equalsharu per stirpes.
SIXTH. I direct that allY alld alllllherltance, Estate alld Transfer taxes Imposed UpOIl
my atate passing under my will or otherwise, shall be paid out of the principal of my
rwiduary atate.
~
~
SEVENH. 1 hereby 1I0millate, constitute and appoint my SOliS, George Nell and David
Nell, as Co-Executors of this my Last Will and Testament. I hereby relieve my Executors
from the lIecesslty of posting security In COllnectlon with their duties, IU such, In any
jurlsdlctioll in which they may be called upon to aet Insofar IU lam able by law to do so. In
addltloll to the pOlllers conferred by law, I authorize my Executol'll, In their absolute
discretion, to retain In the form recelfed, and to sell either at public or private sal. any real
or persollal property owned by me at the time of my deatl..
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REI/ENUE
/.';:.~o,f,,-:5 .
aUREAU Of INDIVIDUAL lAMES
INIfERIU,NCF. TU DIVISIoN
DEPf. ZI0601
tlARRISIURO, PA 111lA"0601
NOTICE Of INHERITANCE TAK
APPRAISENENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT Of TAK
DATE
ESTATE OF
DA TE OF DBA TH
FILE NUMBER
COUNTY
ACN
l~~~_=:=:A~:."~:~~"O~~.I~~~_._===]
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ....
R 'EV: iS47 - E if -A Fin ilF 9';-i - Nii'fi C E- -aF - "iNHEifi i' ANci E - TAX - APpilA"i sEifENr; -At rawAN-ci E - ijli - - - -.. - - -. - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DOROTHV S FXLE NO. 21 91-0839 ACN 101
WILLIAM A DUNCAN
1 IRVINE ROW
CARLI SLE
ESQ
PA 11013
ESTATE OF
NELL
TAK RETURN WAS, I X I ACCEPTED AS fILED
RESERI/ATION CONCERNING FUTURE INTEREST - SEE REI/ERSE
APPRAISED I/ALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Roo1 Eototo ISoh.du1. A)
2. stock. IInd Bonds (Schedule 8)
3. Closely Held stock/Partnership In~.r..t ISchedule C)
4. Horta.g../Not.. N_caiyabl. (Schedule 0)
5. Cash/S.nk Deposits/Hiso, Personal Propert, (Schedule ~)
6. Jotntly Owned Property (Schedule f)
7. Transfars (Schedule OJ
8. Total Auat.
05-25-9S
NELL
10-14-91
21 91-0839
CUMBERLAND
101
I CHANGED
(1)
121
131
141
15)
(61
171
,00
.00
,00
,00
91.919.03
133.095.44
,00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. FUnarll E~pln.e./AdM. Co.t~/HI.c. E~pen.e. (Schedull H)
10. Dobto/Nortgogo LlobI1Itloo/LI.no ISchodu1o II
11', Totll Dlduct Ion.
12. Net Vahle of TIX R.turn
15. Chlrit.ble/GovernMent.l aeque.t.) Non~.l.cted 9113 Tru.t. (Schedull J)
14. Net Value of E.t,t. SubJ.ct to T.~
If an ......m.nt was i.su.d pr.vioullly, 11n.. 14. 15 .nd/or 16. 17 and 18 will
r.fl.ct figur.a th.t includ. the tot.l of ~ r.turn. .......d to d.t..
ASSESSMENT OF TAXI
15. AMount of Lln. 14
16. AMount of Lln. 14
17. AMount of Line 14
18. Prlncipll TI~ Due
NOTEI
at Spau..l
taxlble .t
tlxabla at
,..t.
Lin..l/Cle.. A r.te
Coll.t.ral/C1I.. 8 rat.
TAX CREDITS I
PAVHENI
DATE
12-16--97
RECEIPT
NUN8ER
AAZ42561
DISCOUNT It I
INTEREST/PEN PAID (-I
-----315:79-
PAVMENT MUST BE MADE BV 01-15-98*.
. IF PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
191__
(10)
13,111.41
(~/
*'
.OQ
III )
1121
(15)
1141
115 )
1161
117l
,00K'00=
217 . 903.06 K .06=
.00K.15.
(18)
~1'f'lh' I_ iH 10."11
DOROTHV
s
ANOUNT PAID
6,000"-;-00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE
05-25-98
NOTEI To in.u~. proper
credit to your account,
.ub~lt tne upplr portion
of thh forM with )lour
t IX ply",en t ,
231.014.41,
l:'1.ll1..!ll..
217 .903.06
.OU
217,903.06
.00
13,074.1B
.00
13.074.1B
6'315'~1
6.758,39
,00
6 , 75_S . 3~_"__..
If TOTAL DUE IS LESS THAN II. NO PAVNENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR), VOU HAV BE DUE
A REfUND. SEE REVERSE SIDE Of TNIS f'ORH FOR INSTRUCTIONS. I
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RE,eRVA11""' E.I.I.. .1 d...d.nt, dyln. .n .r b.l.r. .....b.r I~. \96' -- If .ny fulur. Int.r..t In th. ..t.la I. Ir.n.f.rr.d
In p......I.n .r .nJ.,..nt I. CI... 6 ,..II.I.r.I' b.n.II.I.rl.. .1 th. d...d.nl .,I.r th. .,plr.ll.n .f .nY ..I.t. f.r
1If. or lor y"'" Ih. c....n...l\h h.r.b, .,pr...IY ru.r." "" rl.hl 10 .ppr.I.. .nd ...... lron.f.r Inhorll.noo 1.'"
at th_ lawful CIa" B (coIIIl'erRI) rat. on f1n~ lIuch futUrll Interut,
PURPOSE Of
NOTICE I
To fulfill th_ requlre.entl of S.ctlo~ 2140 of the Inheritance Rnd F.ltate TaK Act, Act 21 of 1995. (71 V.S.
Sectlon 9140),
...ooh Ih. 'op p.rtl.n .1 'hi. Notloo .nd .ub.1I wl\h y.ur p.y..nl I. ,h. R..I..or .1 Will. prln'.. on Ih. r...". .Id.,
--Halt. eh.elt or Il\oney ordlllr payabh tOI REGISTER OF MILLS, AGENT
A "fund .f . I.' or.dll. .hloh ... n.' r.quut.d .n .h. ,", R.."rn, ">Y b. r.quu'.d by o..pl.tln. .n "Appll..tI.n
for Refund of Pllnn.yll/Rnla Innerlhnc. llnd E.tate hK" (Rf.lJ-l:513l. Appllcatlon. ar. 8valloble 8\ the Offlc.
of the ReglGter of Wills, anY of the 21 Ney.nUIl Ol.trlot Office., or by call1ng the special 24-hour
an.warlng serylllll nulIIb.r. for forlll. ordarlnQI In PQnnlylvftnlft 1""800":\6l-l050, outsIde Penn.ylvania Itnd
within local Harrisburg ftru (1171 787-809/" TDOI (1171 I1Z-?ZS2 Hle",lng Illpllllred Only),
PAV"EMTI
REFUND (CR) I
06JEClIONS' Any p.rty In Inl.ru' n.1 ..tI.fI.d .I.h .h. .pprol....n.. .1I0..n.. .r dl..llo..no. of do.uotl.n., .r ........n'
.1 '0< (Includln. dl...unl or Inloru" .. .ho.n en .hl. Notloo ou.' .bJ." within .I,'y ,." d.Y' .1 r.o.lpl .f
this NoUce bYI
--.rllton pr....t .. ,h. PA ...or...n' of Ro,onu.. 'oord 0' ,pp..I.. D.P'. "IOZI, "orrl.bur.. p, 111'8-1021. OR
"-ehctlon to hav. the llIatter dltllrlllnlld lilt Itudlt of thll Rccount of the p.rtonal repr.llentatlve/ OR
--appeIIl to th. Orphan,' Court.
A.MIM
ISTRATlVE
CORRECTlONSl
Factual .rror. ditcovered on thl. a.......nt .hould be addr....d In writing tal PA V.part.ent of Revenu.,
8ureau of Individual Ta)(U, AnNl POlt ...."...ent RevilM Unit, OllPt. 2'S0601, Ilarrl.burll, PA 1712'S-OMt
Phon' (111) 781-6S0S. S.. pftlJ. S of the booHet "In.truction. for Inh.rltanc. TalC Return for a Ruldent
O.cedlllt" (REV.-lSOl) for an .lCpunat Ion of ad.inhtratlvelY cort'.dable .rror..
If .ny '0< duo I. p.ld .lthln .hro. '" o.l.nd.r ..nlh. .".r .h. d.o.d.n", d..'h, . fl.. p.rnnl IS.' dl...unl .f
the tak paid I. allowed.
Ih. I'. .., ..n..ty n.n-p.r.lolp.ll.n p.n.I'y I. .o.pu,.d .n .h. 10..1 .1 Ih. I.' .nd In'.r..1 .......d. .nd n.'
p.ld b.foro J.nu." II, \.... Ih. flro' d., .".1' .h. ond .f .h. 10< ..n..ty p.rI.d. Thl. non-p.rllclp.ll.n
p.n.l\y I. .pp..I.bl. In Ih. .... ..nn.r .nd In Ih. ,h. .... tI.. ..rlod .. Y.U ..uld .pp..1 Ih. I.' .nd Inl.ru'
th.t ha. b..n .......d a. indlnat.d on thl. notic.,
In..r..1 I. .h.r..d b..lnnln. .Ith flr.1 d.y .f d.llnqu.ncy, or nln. t" won'h. .nd .n. 'I' d.y fr.. Ih. d.'..'
d",h. 10 Ih. ..1. of p.,..n', ,.,., .hloh b.c... d.llnqu.n' b.f.r. J.nu.ry I, I'" b..r In..r..' .1 th. r.l. .f
.1, '6.' p.r..nt p.r .nnu. ..leu..I.d .1 . d.lly r.'. of .000164. All"'.' .hloh b..... d.llnqu.nl on .nd .,t.r
JanuarY I. 198Z will b.ar Intlrut Itt a rat. which 101111 vary 'ralll calendar year to calendar ynr with that ratl
announced by the PA nlpart.lnt of Rlllenul. The appl1cable lnter..t rate. for 1982 through 1995 ar.1
'!!!!: Intnre.t Rat. DailY Interut Factor ~ Inhre.t Rft'lI! llallY Inter..\ factor
U8Z 20% ,OOO!)48 19S1 19% ,OOOl!41
un 16% ,0004:\8 198a-l991 1l~ .000301
11984 11% .000301 119~? 'tX ,000Z47
US!. 13% ,00031)6 199!-19?4 7X ,OOOl-'Z
1986 10% ,OOO114 1995-l'JIJ8 1)% .OOOl47
-~Intera.t I. calculahd " folloMl1
INTEREST . SA~ANCE OF TAX UNPAID X HUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any HoUce h.uad aft.r tne taM baco." dllinquent will reflect an Int.r..t caloula\\on to flft".n (1S) day'
beyond th. date of thl ...UI".nt, 1f paYlle,,! I. .Bd. aftllr \he lnterut cOlllpu\ation date shOwn on tha
HOUc., l'lddlUonal Inter..t IIIUtt ba ulou1al\l{I,
DISCouMT I
PENAL lV I
IN1EREST I
PAYlIlNTI
Pttt~ the tOp portion of thlt NoUce Itnd IJubI!U .,Ith ~nu,' P8y..nt lied_ peyable to the n_ tnd tMldre..
printed on thl r,w.r~' side.
If Jft:SlDENT DECEDENT ""a check or lIonay order payahle tOI REGISTER Of' WILLS, AGENT.
If NOH-RESIDENT DECEDENT IIM1' chick or .onlY ordl" payable tOI COHHONWEAl TH OF PENNSYLVANIA,
REflJ4D (CR)l A r.fUfwj of . t8M (IradH, which wal not raquastad on the Tal( Return, .ay ha r.quutad by co-.plat1na 110
"Application for A.fund of Panolylwllnl. Inherlt.nea and E.t.t. T~)(~ (REV~1313). ApplIcatlon. er. .v.ll~l. .t
the Offlo. of the Raghtgr of Wills, any of the 23 Ravenue Diltl'lot Off loa. or trOll the napart.."t', lft-hour
anlwarlng .arvlee nu.borl for for.. ordering! In Pennsylvania 1-800*3b2~20S01 out,lda PftnnsYlvanla
and within 100el Iillrrhburg area (717) 7111-1109'1, TPOII (717) 77?-Zl52 (Helltlnll lap.lr.d only),
REPLY TOl QUestion. reg.rding .rror. oonhlned on this 1\0UOo should b. .ddr....d tOI PA D.part..nt of R.venue, Bur.1l.!
of IncUvidu.J hlle.s, ATTNI Post An.u..ent Review UnH, Dep\. 280601, tlarrhburll. PA 11.\28.0601, phOM
(717) 7ft1~6505.
DtSCOUHTI
If any tal( due hi paid within thra. (]) oalend.r eonth. .fll.r the doc_de"t'. duth, a flve percant (5:1.) dhoount
of th41 tal( paid is allowed,
PENAL TV,
The1SX hl( un.sty nonwpartlc1patlon p.nfllty Is cOIIputed on the tob1 of thl! tllll( and 1nt.r..t ....ned, .,d not
paId before January 18, 1996, the first day afte' the .nd of the t.l( a"nltty period.
~"TERESTI
Inter.,t It charged MIIIMlnll with flrd day of delinquency, Of nine (9) eonth. and one (1) day frPl! the date of
death, to t~ deta of pay..ent. laxa. which bec..e delinquent before January 1, 1982 ha.r Intar..t at the rat. of
"'I~ (6X) p.rcent per ftIlllUll oalculat.d .t a d.lh rnte of .000164. All hxe. Ntllch bae... delinquent on and aftlt
January 1, 1982 wHl beer Interut at a fllte which wUl vary IrPl! clllendar y.ar to olll.nda,. y..r with tMt rat.
.onoUf~.d by the PA Depart~ent of Ravenu., The applicabl. Intere.t rat.. for 1982 through 1998 ar.l
V..r Int.r..t Rat. DailY Inter..t factor
v..,.
Inter...t Rate
DailY lntero.t Factor
1982 20i: ,0005(,8 1987 9X ,000247
19U 16i: ,ooo"~a 1988,-1991 ll~ ,000301
1914 1IX ,000301 1992 9% .0002"7
1985 15;': .00U% 1991-}994 7% ,000192
1986 10:1. .000l7" 1995~199a 9X ,OU24"
hlnt.rut I. calculated .. followll
INTEREST . BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
....Anv MoUo. h.Ued aft.r thtl tax beePl!.' delinquent will r.flect an Inter..t CllloullUOIl to flftHn USl dlW'
beyond the d.t. of thl .......ent. If pay..nt Is .ade after the 'ntar..t ooaputatlon dat. .hoWn ~n the
NoUa., additional Int.re.t .ust be ollcullt.d.
....c
(I)
..m. ot D.,..on" cllfe ZnDtJLdtt___~~----
Date of Death: ...~jg,!LL2Z. uun ._m . .
Will No. ~'l!tZ~:aiii3 (/
pTJ\:I'UflHEPOH~rUN[)~l~ .!Wr.,E...6.)?:
Admin. Nn.
-_.._---~~-~.------
Pursuant to Hille 1;.17 of the Sllpt'nme Court Orphans'
Court Rules, I report tho following wlt.h rOfJpect to completion of
the administration of tht, aIH'lVo-cilptionmJ estate:
1, State whether administration of the estate is complete:
YeB..~. No
2. If the anRwnr is No, state when the personal
representative L'easonably bolieves that the administration will be
complete 1__........_._....._.. . ......--
3. It. the answer to No. I is Yes, state the following:
a. ,Did .,the .,~('rsona I rep~sentat i ve f Ue a f ina 1
accoul1t wJ.th the LOlll L. YL,".... No V .
b. 'I'he sPpill'ate Ol'phdn,;' C,,'n.t No. (if any) for
the personal repr(.=.sentaLivpl S iH:C()Unt is 1
c. Did the pnrsonill IT'I)l'esontative sta;.-a an
account informally to the pal'til~s in intnrpst7 Yes-V_ No.
d. Copies of receipts, I'eleases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Coul't and may be a L tached to this report,
Date:Y- lJ ' Lf9
.....,...~~,W-_COA."-
Slgnat.Ul'e._.
ll\\ \\ ,-Clrr~ 11 _\\ line (H-J
Name (P lea~~ print)
LJf.\Lln~.l?0(},), ~ ALL\'ik ~
Address '
OllL_::2lL!1.c:...7? rQ__.___
Ire 1, No.
CapaL: ity i ___.Personal Representative
. ''i._Counsel for personal
-'--representaLive
(MAH Hmf/J\Ml)