HomeMy WebLinkAbout97-00967
. I)I~:~, T,ION ~"I)IU)nATI<: IIlId GI~ANT OF LET'fI,~,R, S
/'\/UII' (!! I/l (({ 1/ 7(1/ ( No. ~,." q..., - qt., 7..
uIWAI/(JI"l/uj', 10:
1<I'~isll'1 or Wills 1'01 Ihl'
('''''',Iy or CUMBeRLAND.. In
('onltltoltw,'lIl1h or l'l'ltnsyll'lInlll
7'; "..., }~l1,"'""''''
Soclul S<'<'lIl'Ily No, I ,,:-:. oj /'/<1 u
Th,' 1'''1 Illon of III,' Ilndl'lsiglll'd Il'Sp,','lllIlly Il'Pll''''1I1s I hili:
, Your Pl'li~hHI',:rh~t who 1\-',11\' 1101 yeals Ora~S(l~-_,,(lldl'l: iII,',I}l~,l'\.Yi..'UI ~~)t:;,,=",
1IlIIIl'la'il wllI(Jllhl'ilhovi.'dl'l\'lklll,dall~d IViIJ/en-J,O[i;<:" C-""'/O)_
lIlId ,:odkills) dllll'd
Ihe
H.~ !JllI.!!l'd
.-~l 19~P-.<
-~'-~---~-~.~
(,Iall' rl'll'\iUl! \'ilt'IIIl\'[;t~jj:', l',!-,. Il'llllfll'iilll'Hl, dt"llll (It l'\l'~lll{lr, ell'.)
Dl'l'l'n,il'ltl "'" dOlllidkd III lklllh in (.. () ('(11!.)Ce.I_" f'r.:2.....~d.[)ltnly, Pennsyll'lInia, with
h.~[~':'. JllsI, 1',',l11il,y OI\Plillc:iPIlII,"r1,il,IL'IIl'1' HtS (9, (,:"1'(:1,\;'.. nM./E:.)
L-A r(lH? 1- I U_, ) I 1 ,.,.., ...__.._~__._
(11\1\lll'l'",Il\II!lhl'l~lllf\L"i)lilIiIY)
l.l"1,:\1<IL'III'lh81' 83 \ y""'s of IlgL', diL'd, m~.:)r"';'"I'..~..(.'? .~_, 19_~_.,
al-'~(lL..y .) viF,l"1 t ()-::'I"IW'II.~__ ... ..__..__.~_ ,
1'\L'l'l'l a\ rolhl\\\, d"l'l'lklll did 1101 IllillTY, \I'" 1101 di..olcL'd <llId did 1101 h<ll''' a L'hild born or Rdopt~d
lIftL'r l""""lioll ollhL' \lillonL'rL'd lor I'lobatl'; wa, 1I011h,' ..lclilllOI <I killlllg u11d was uel'er udjudiGulcd
illl'OI111)l'IL'111: _____~______..._".~______
DCl'('IHlt:tll HI death owned propnt\ with l'slimHtL'd valul's as follows:
(If dOlllkikd ill l'it.1 "\111','rsollill prol'L'rty
(If nm dOlllh.:ilL'd ill Pa,) Pl'r\onal propl'l'Iy ill I'l'nnsylv\\nin
(Ilno[ dOlllk'ik'd in Pa.) PL'r....olwIIHolwrty ill County
\'Uhll' Ill" real l'....l ill l' ill 1\'IIIl\ylvallia
Sllllilll'd a,- t'nllllws:
q-
$ .. _.-.ui1tJ.2L!.CL.-
$.-----.--
$
$ ....-.....---------
\\'IILRLI()I<I, pL'litiollL'IIs) IL'spL'L'llully Tf'$fAMENt~~Yl1'ol>al" 01 the lasl Will IIlld Glldicil(s)
I1l'l'Sl'Il!I:d tU.'I"L'wllh and 11lL' gralll oj Il'llel's_ _ _ .___________.,_,__..~ .._.___.____,.,_.._
I (ll',WlIll'llla!',; adrnlnhlrarllll\ ,'.La.; ndmlnlslrlulon d.h,n,l',La,)
I~'''IOII'/ /~/ .)
~ ~ //f~' (l:tt;:'\~:
l~ ';;;/7 e. ((,3.~))
~; IJ/(cc!f5 r; ;:i}.
",
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_.7"~tttJ.,. ....~' /~~.~-
'1-"m.UA-(' .'-rJ;)/~ <"'5101--
-~~7-' ',~'-~---~~...~--=
..-:-.::-:::::-....::...-;:::;=
OATIl 01' PEI~SONAL REPRESENTATIVE
COMMONWEAI.T11 01' I)ENNS\'I,VANIA
cmiNn' 01' CUMBERLAND
1
I ,,/1
llll' 111.'111 in1\lThl alHI\l'oll<l1111'd ..,"'car{\) pr arnt'lllb~ I!HIII Ill' ,'l~tl'llll'llh ill 111(..' foregoing pctllioll arc
IrUl' illld L'UIT..'l'l 1(1 till' Ill'..., 01 1I1l' kllll\\kd~'.l' alld hl'lIl'l of PL~lH'-lolll'r(\) ullt!Jhat us pl1fsonnl rl'pI'CScn..
lall\l'/',I III lilt.' Uh(l\l' dL\'l'dL'1l1 1ll'lltHlIll't(\) \\111 \\l..'1I ,1I~~tH'n1\ ddlljllll\IUr!~ C<';Il~!F m:col(ling to luw,
- '" / " '2/ 1-'\"<
S\\('lfl 1\\ (11 ,"I,lltllll'd ,1,,\11 \Uh"l."IWd j . '-/'r.," ,,' Cj( II r ~.(,..._ __ ~.
hL'lo,,' 11'" IllIs STH d1l' 01 rl. /J t / I 1.1 r~
'0. /' ,D~CEMBER l'j9?, , //'n/"" . I .,..,'5,'.- El
777aA,'y,l.,' ")(,, J..rU(, , , l"-L<~ ~) / If I,'"t., t:.,/ ~
MAaY CLEWIS 1i,'gl.1 ,', . ( 2
~)\ r\_ q
COMMONWlALTH O' '.NNSYLVANIA 'I
COUNTY O' CUMllltLAND
-,
t-
.t!
FRANK A. HOKE / MARLIN V. HOKE
.-..-c-...~..._.." _~m_ .._ ........._.. ..... ..n"_'n" .--.-- 'n' ----n----.--n--------..---~TH~--.....-.--... .-., -' .-- -.. -, --..-...
b.lng dulV _ SWORN__ n._..__ .ccordlng 10 I.w, dopo.es .nd "v' Ih.t . h. __n__.____~__"___._______
CO-EXECUTORS of the E.hh of ALICE V. HOKE
I.te of ....Q}\MP.J:!.T.JJ., )lO.R.DtJGH . _____n____' Cumberl.nd County, P." dtC"Led .,.nd, thLI .Ih.
THEM 'CQ-EXE.C\JIOI(S
wllhln 11 .n Irt..nlorv m.d. bV 'n'___''''__ . -..- ,n__ --.--, Ih. Itld ---...----------
of Ih. .nll.. esl.,. of uld d.c.d.nl, con.I.+1n9 of .11 Ih. por.on.1 prop.rly .nd, r".1 esl.h, ..c.pl r..1 eshl. ouhld.
the Commonw.."h of Penn.vlvenl., .nd Ih.I Ih. figures .ppo.lI. ...h lIe. m ~h. I.n...nl~r'f pr....nl II'. 1.lr ..Iue
.. 01 Ih. d.,. of decedonl'. d..lh. //
.~-_., "
.nd ,ub.crlb.d b.for. me,. 1 7;~~'. ,( /~~!~~,/~<____'_
. r~\jtor 'l'A mUll,?
,,~ 2r?'.-~G& 2fT _.
I --1fl=r:;. ,-" ,. ji fbS 6il3
T ~~~
o.t. of O..th
2
SEPTEMBER
1997
DIY
Month
Y..,
INSTRUCTIONS
I, An In..nlol'f mu.I b. III.d wllhln Ihr.. monlh. .1I.r .ppolnlm.nl of p.,.on.1 r.pr..en""...
2. A .uppl.menl Inv.nlory mull b. f11.d wllhln Ihlrty d.y. of dl.co.ory of .ddl+1on.1 ..~~
3. Addltlon.llh.." m.y be aHached .. 10 p."onelly or really 3 ~:,
4. S.. Artlcl. IV, Flduclerlu Acl of 1949. fi"
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I l- II. :I: , .; 10
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t<C .
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<- .!
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..J () III
. HOUSE AND
56 CIRCLE
CAMP HILL
SCHEDULE
Invlntory of the real .nd plr.onl' ..tlte of
ALICE V. HOllE
_ dlo....d
,_...~--~......-
-----..........
LOT LOCATED ATI
PLACE, CUMBERLAND COUNTY,
BOROUGH, PENNA. 17011
92,00 .00
E
9 00 .56
101,00 .56
i
I
I
I
I
I
,
$101,0 2.56
Decedent', Com tete Addrell:
STREET ADDRESS 56 -
. CIRCLE PLACE
CITY
iSTATr:
PA,
1.5.2.011
CAMP HILL
TIX Plymentllnd Credltl:
1. Tax Due (Pl'le 1Llne 18)
2, CredltsIPayments
A, Spousal Pover1y Credit
e, prtor Payments
C, OllQOVnt
(1)
Tolal Credits (A + 8 + C) (21
3, InterestiPenalty ~ applicable
D, Interest '
E, Penalty
ToIallnteresVPenalty (D + E ) (3)
4, ~ line 2 is greater than line 1 + line 3. enter the difference, This Is \ha OVERPA VMENT,
Cheek box on Plgl 'I Llnll.to IIqUlt11 refund (4)
5, ~ line 1 + line 31. graater \han line 2, anter Iha difference, ThiS Is the TAX DUE. (5)
A, Enter the Interest on the tax due 1M)
e, Enter the lotal of Line 5 + SA, This Is the BALANCE! DUE, (58)
Make Check Pa able to: REGISTER OF WILLS, AG!!NT
PLEASE ANSWI!R THI! POLLOWlNG QUeSTIONS
BY PLACING AN "X" IN THI! APPROPRIATe BLOCKS
1, Old dlOldent make a lIansflr and: Yes No
a, rellln tha uee or Income oTlhe property transferred: """"""'"'''''''''''''''''''''''''''''' " ",""" " " 0 []
~: ~::::~ :~~:~I:~~:~~:,~~~,~~~I,I, ,~,~~,~~~,~~,~,~,~,~,~a,n,~~~,~~~ ,~:, I~~, ,I,~,~~~,:, : ,,,::, ::,:: ~ ~
d, recelv"he proml.. for life of eKher plymenll, blneftt' or cere? ",,"","","''', "''','' '"'' " ,," tl ~
2, If dlllh OCC\IrTld on or before DlOImber 12, 1982, did decedlnt wKhln two yeart
preceding death lrensfer property wKhout receiving adequate consideration? If deeth occurred
after December 12. 1992, did decedent trensfer property wKhln one year of death without
receiving adlqultl con,lderatlon? """""",,,,,,,,, " ,,"" " " ," "" " " " " ," "" " " " "" , ,f] 0
3, Old decedent own an 'In trust for' or paYlble upon death bank account or security
4, ~t,:I~e:~:n~::~:'~'i~di~;d~~;;~;i';~~~~;~~~~~;',~~~~i~:~,. ~th~~' ~~~.probate property? '" a 8
IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FIl.E IT AS PART OF THE RETURN
mlW-w&Wn.Jv-....~Il....,'WYm~-1'-~ ~~~l.m.~~BI1Im!im!.::~~
72 P,S, S9116 (B) (1,1) (I) provided for the reduction of the lex rBte Imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and befare January 1, 1995
72 P,S, S9116 (B) (1,1) (Ii) provided for the reduction of the rate Imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for detes of death on or after January 1, 1995, The statute does not exempt a transfer to a surviving spouse
from tax, Ind the statutory requirements lor disclosure of assets and flllng a tex return are sill I applicable even if the s"rvlvlng spouse
Is the only beneflclery,
FOR DATES OF DEATH ON OR AFTER JANUARV 1, 1995. Please answer the following question by placing an 'x" In the
Ipproprllte 'pace,
Old the decedent create I WIt or Ilmllar arrangement whloh Is eolely lor the surviving Ipouse's benefit for hll or her entire
lifetime? Vea 0 Ne> Gl
If you answered yes to tile above question, the tax on the trust or slmliar arrangement is postponed until the death of the second
spouse, at which time It w,'l be fuliy taxable at the rete(s) applicable to the remainder beneficiery(les), Enter the value of the trust on
Schadule J, Part II, In order '0 remova it from the calculation of the tax due In this estal~, You may wish to file Schedule 0 in order to
make the election avallablt, ur ,der Section 9113, If the election IR madB, the trust or similar arrangement is taxed In the estate of the
first decedent SP04se, t!1" ;Jortlon of the truet or slmllBr errangement which benefits the surviving spouse is taxed at the zero tax rate,
Bnd the remBlnder Is taxed at the rate(s) applicable to the remainder beneficlary(iea), If you choose to make the election, you must
attach Schedule 0 to e timely. filed tax return, along with Schedule(e) K and/or M In order to show the apportionment of the trust or
slmliar arrangement between the surviving spouse and the remainder beneficiary(les),
"""'/1"''''.
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
R I NT NT
ESTATE OF ALl CE V. HOKE
SCHEDULE I
DEBTS OF DECEDENT I
MORTGAGE LIABILITIES & LIENS
--
FILEN~MBER 1997-00967
Includ. unlllmbur..d medlc.lupen..e.
ITEM
NUMBER
1.
DESCRIPTION
WASTE MANAGEM~:NT of CENTRAL PA.
4300 INDUS.TRIAL PARK RD.
CAMP HILL, PA 17011.-5717
AMOUNT
3.
A. SEP 97 $35.70
B. OCT 97 35.70
C. NOV 97 35.70
D. DEC 97 35.70
E. J'llN 98 35.70
F. FEB 98 35.70
G. MAR 98 35.70
H. APR 98 35.70
1. MAY 98 35.70
321. 30
PENNSYLVANIA-AMERICAN \'IA1'ER CO.
P.O. BOX 371412
PI T'l'SBURGH, PA. 15250-7412
A. SEP 97 19.88
B. OCT 97 18.25
C. NOV 97 17.71
D. DEe 97 16.66
E. JAN 98 21.72
F. FEB 98 15.43
G. MAR 98 20.69
H. APR 98 23.77
1. MAY 98 22.88
176.99
PENNSYLVANIA POWER & LIGHT CO.
B 2 7 HAUSMAN RD.
ALLENTOWN, PA. 18104-9392
,
A. SEP 97 37.89
B. OCT 97 24.94
C. NOV 97 39.22
D. DEC 97 32.64
E. JAN 98 36.19
F. FEB 98 31.14
G. MAR 98 33.08
H. APR 98 36.69
I MAY 98 32.09
303.88
321..30
2 .
76.99
303.88
----.
TOTAL (AlsO enler on line 10, Re,apilulallon) $
(If more space IS needed, Insert addilional sheels ollhe same s~
r-< t~ \\t
l;'i ::!Q; .
-'0 D
KJ .....
e: ~J
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o III '~
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"
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;'
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S$ARS, RQBBUCK AND CO.
GREENSBORO Recoe
'1023 ALBERT PICK ROI\D
GREENSBORO NC 27409..9500
,(800) 859-0256
May '1..3 I 1.998
Debtor I ALICE V HOKE
'56 CIRCLE Pl,
, CAMP HILL PA 17011-2928
DECEASlilD
sears Adcotlnt, No, r 54_84051-17193-3
-----~-------~~~----~-
$'150.74
BALANCE ON BEARE ACcotrn~
i~
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t.r "
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/ii'a
IU~EAU Of INDIVIDUAL TAKES
INHERITANCE TAK DIVISIOM
Of,Pl. ZI0601
HARMISIUAQ, PA 17121-0601
FRANK A HOKE
217 S HIGH ST
MECHANICSBURG
CUT ALONG TH!S LINI
...,...-.-., .-
COMMONWEALTH OF PENNSYLVANIA
DIPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAM
APPRAISENENT. ALLOWAHCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSNENT OF TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-31-1998
HOKE
09-02-1997
21 97-0967
CUMBERLAND
101
AllOunt R_1tted
PA 17055
L
'*
an.I,.,U."ut.m
ALICE
MAKE CHICK PAVABLE AND RIMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
... RITA IN LOWER PORTION FOR YOUR RECORDS ~
.- - ....- ---....---
v
IS-:-,JI!-Ij
IUfI,.\U OF INDIVIDUAL TAMES
IHMIUHC[ TAM DIVISION
bf.Pl, ,a060 I
ItAARISIUMO, PA 11118-060l
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
c
NOTICE OF INHERITANCE TAM
APP~AUEHENT, ALLDWANCE OR DISAI.LIJWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
08-31-1998
HOKE
09-02-1997
21 91-0967
CUMBERLAND
101
f:~,-~=-~~===i~~~~= j
MAKE CHECK PAVABLE AND REMIT PAVMENT TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:iilii-iic--AFji-ro"9:97T"NoYicr-oF-YtiHiiiii'ANcE-YAx-APPRAisEiiiNr;-Ai.i..-owANcE-oii----------- -- ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALICE V FILE NO. 21 97-0967 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
If an al...I.lnt was illued previously, linl5 14, 15 and/or 16, 17 .nd 18 will
refl.ct figurll that include the tot.l of ~ r.turnl .11.II.d to dat..
ASSESSMENT OF TAX:
1&. Allount of Une 14 at Spou..l rat. 06J.
16. AMount of Line 14 bxabla at lin..I/Cla.5 A rat. (1b)
17. Allount of Line 14 taxable at Collat.ral/Class Brat. <<l7l
18. Principal Tax Du.
TAX CREDITS,
PAYHENT
DATE
06-01-1998
FRANK A HOKE
217 S HIGH ST
MECHANICS BURG
PA 17055
!STATE OF HOKE
TAM RETURN WAS, (
I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel E.tete (Schedule AI
2. stocks and Bond. (Schedule 8)
3. Clo..ly Held stock/Partnar.hip lnt.r..t (Schedule e)
4. ~rtg.g..IHot.. Receivable (Sohedule OJ
S. C..h/Bank Deposita/Hisc. P.rlonal Property (Schedule EI
6. Jointly OWned Property (Schedule F)
7. Tr'anlfars (Sohedull G)
8. Tot.l A...t,
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral E~p.n.el/Adn. Costs/Hilc. Expens.. CSch.dul. H)
10. Debt./Hortgege Llebl1ltle./Llen. ISchodule II
11. Total D.ductions
12. Net Velue of Tox Return
15. Charitable/Governmental Bequ.sts; Non~.l.ct.d 9113 Trusts
14. Net Velue of E.tete Subject to Tex
NOTE:
RECEIPT
NUHBER
AA270152
DISCOUNT 1 + I
INTEREST IPEN PAID (.. I
- .--------.:.00--.
INTEREST IS CHARGED THROUGH 09-15-1998
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
( X I CHANOEO
SEE
*'
uv.IU'..'" ("''11
ALI CE
V
(11
( 2)
131
(4)
(51
(61
(7)
.00
.00
.00
.00
9 .00L.li.
.00
92.000.00
(81
DAn 08- 31-1998
ATTACHED NOTICE
NOTE: To in.ure prop.r
oredit to your eccount,
lub.it the upper portion
of this for. with your
tax pay..nt.
101, 002.56
8.0;41..za...
92.461. 28
.00
92 . 46...L1!.
.00
5.547.68
.00
5,547.68
5,226.68
321.00
8.33
329.33
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION Of ADDnlONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REquIRED.
IF TOTAL OUE IS 'EFLECTED AS A "CREOn" ICRI, YDU NAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOAH fOR INST'UCTIONS.)
Iql
(10)
5.085.00
3.456.28
Ull
U21
(3)
U41
(Soh.dul. J)
.00 x .00,
92.461.28 M .06,
.00 M.15,
UBI
AHOUNT PAlO
5.226.68
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
---.... .
TOTAL DUE
RESERVATI OIl I
I'tJIIPOSE Of
t<<mCEI
PAVtENT I
REfUND (CRl I
OBJECTIONS I
ADMIN
ISlRA nVE
CORRECTIONS I
DISCOUNT I
PENAL TV ,
nnEREST I
....
Estat.. of decedent! dying on or before Oec..b.r H, 19&Z -.. If any future lnhr..t In the ..tate it tran,ferred
In po.....lon or InjoVHnt to Ch.. B (colht.raU beneficiaf'ias of the decedent aftar the elCplr.Uon (If any ..tata for
1 Ha or for y..r., th8 COlI.onw.a1th hereby .l<pr...b r...rves th4t r1ght to appral,. and anan trantf.r Inh.r HMOS T.)(..
at,the lawful Cl... B (ooUat.f&1> rat. on any .uah future tnt.r..t.
10 fulfJ11 tha r.qulr...nts of Section 2140 of the Inhal'1hnc8 Bnd [stilt" hl< Aot, Act 21 of 1995. (72 P.S.
SecUon 9140l.
n.hoh the top portion of this Notloe and lublllt with your paY..nt to the. Registar of Will, prInted onto. r.".rn .Ida.
uHake check or MOnay order pavflble tOI REGISTER OF NII.LS I AGENT
" refund of 8 18)( oredlt, Nhich Mal not requoshd on the Tal< Return, .ay be requested by co.pleting an "Appllcet1on
for Refund of Pennlylvanla Inhedtance and EstatD hI<" (REY-B)3), Applications are ovalbbIe at the Offloe
of the Reyister of Wills, any of tho l~ Revenu~ Distriot Offloes, or by oalling the IPeclal 24~hour
enaMering lervlce OUIIberll for forMS ordering: In f1annlylvanl" 1-&00-.J62-20S0, outside F4nnlylvania and
wlth.ln 100al Harrisburg area (117) 767-6094, TDDII (717) 772-2252 (Hearing hpalr'd Only),
AnY p...,ty in Intar..t not uthUtd MUh the apprllha.lmt, allowance or CU..110MlInoe of deduotions, or anass..nt
of tax (including discount or Interest I as Iho~n on this NoUce .ust Object within sh<ty (60) ctaya of reoelpt of
this Notioe by,
-~wrltt_n prote.t to the PA nepltrt.ent of Revenue, Board of Appllals, nept. 2al0Z1, Harrisburg, flA 17128-1021, OR
ueleotlon to have the ..U.r deter.lned at ""dlt of the account of the petsonal repruentaUve, OR
-~appeal to the Orphan.' Court.
factUal error. diloover.d on th.ls al..'I..nt .hould be addrlssed In writing to: PA Depart.ent of M.vanue,
lur.au of Individual Taxe., ATTNI Post A..euMnt Review Unit, Oept. 280601, Harrisburg, PI. 17128,,0601
Phone (711) 787"6505. See page 5 of the booklet "lnstruotions for Inheritance hI< Return for fl R.lld.nt
Daoedent" CREV~15011 for en IIxplanatlon of adlllnlstr.tlv.h (lorractflble error..
If any tal< Que h peltl Mlthln thr.. (3) cal.ndar aonths aHflr the docedent's d..tll, a five ".roent (SiD dlsoountof
the tax paid I' allowed.
The 15:< tal< Hoe.h non"pllrUcJpatlon penalty it (lo,puted on the total of the tel< end lnter..t ....n.d, IInd not
pelct bllfor. Januery 18, 1996, the first doy aft", the end of tho tax nanesty perJod. This non-partiolpaUon
penfllty It app.alebl. Irl tho n.e aanner and III the tho sa.. tI.e p.r iod e, you Mould eppeal the tal< and Int.rRst
thet hal b.a" lIl.s....d ftl Indica tad on this notice.
Int.r..t 11 chergad beginning with flrlt day of deUnqueney, or nine (9) .onths ltnd one (l) day fro. the dete of
dutil, to the deta of pey..nt. Taxes which b.eHe delinquent before Janue,.y 1, 1982 boar Intere.t lilt the r.t. of
_hl (6:<) perCl."'\; p.r ennu. oaloullhd at a daUy rate of .000164. All taxes "hlch b~ca.e deUnquant on and efter
Jenuel'Y 1, 1982 w1l1 bear Int.r..t at a fate which wlJI vary fro. oalendar year to calendar year with that rate
announe.d by the PA D.part..nt of Revenue. The applicable Jnterest rates for 1981 through 1998 are:
l:!!!: Interelt Rate DailY Int.r..t factor !2!! Interut Rato OllllY lnt.rut !!!2.!.2.t
1982 20:< .000548 1987 9:< .000247
1985 16:< .000438 19111H991 111: .000101
1984 HI: .000501 1991 9Y. .000247
1985 13% .000556 1993-1994 7% .00019Z
1986 10Y. .000274 1995-1998 9Y. .000247
~~Int.r..t It ealculated .. follotfll
INTERBST . BALANCB or TAX UNPUD X NU"BER or DAYS DELINQUENT X DULY INTEREST FACTOR
--Any Noth,. luU8d _fter the tal< beeo... dallnqu.nt Mill r.f1.ot an int.re.t c.leul..Uon to flft..n (16) d.y.
'~Yond the date of thl .....,.."t. If pay..nt 11 ."de aft.r the Inter..t coeputatlon d.tl _hown on the
Hotio., addltlona! Int.rast .ult be ealculll1t.d.
.....
0, !:'
'~., \1;\ ':/.'
l,,,! ~ ,:1.:,
'"'"'...,
~ -, Q,
~
. &?
;~, ~~;j
'.
'-0'
i) 1:1) 6'0. -- <~'J
(})I;C' '''.S:''
I.l:; . \ :li(j
0 I'
[,
"
PAVl4I!NT.
o.tlah thl tOP portion of thh NoUce end lublllt with your paYIllInt ,ade payable to the hau .nd .ddr."
pr Int.. on t.,. rlv.r.. ,Ide.
If RESlDENT DECEDENT ,eke flhack or laney arder pay.ble tOI REGISTER OF WILLS, AGENT.
If HC*-RES1DEMT DECF.Df.NT .aklll ctM;ck or lotMlY order pIy.b1e tOI cottHOMWEALTH OF PENNSVLVANIA.
REFUMD (CAli A r.fund of .. tlM credit, which w.. not r"qu..t.d on the lax ~.tur", .ay be r.qu...t.d by cOlplotine en
"Applloltlon for Refund of p~.ylv~l. Inharlt~c. Ind E,tat_ T.~" (REY-1SIS), APplications .r. aVlllabl. It
U.. Office of ttte "eehter of tUnl, any of tho 23 ".....nue Dhtrlot Offic.' or fr~ the Departaent'. Z4.hoUr
1n1",.rlnD ..rvloe "~r' for for.' ord.rlng: In Pennsylvania 1*aOO~362~2050, out. Ide Pennsylvania
.nd M!thln 10col Hlnhhurg ar.. (117) 781*80'14, TDOll (717) 712-22!iZ (H.adng lapaired only),
REPLV 101
uueet1on, regarding ert'ort contained on thh "oUCIt .hould be addrl..ad tOI PA Depart..ht of ReYenue, lure"
of Indiyidual T.~." ATTHl Po.t A......ent Review Unit, Dept. 280601, Harrl.burg, PA 17128~0601, pho08
(711) 1.'~650S.
DISCOUNT'
If ImY tax due it peld wlthtn tttrey (3) calej,dar .ooths IIlfter the deced.nt" death, a fiv. percent (5:(> dltoount
of the t.~ paid i. .110Mld.
PE!lALTY'
The 15% ta~ ..,..h non~part1otpat1on pe"alb is cOllputed on the total of the hx .nd int.ra.t e"....d, and not
paid bafore Janua")I 18, 191f6, thll fir.t day aftar the and of the tal< ..nlllty per.lod.
IH1ERESTI
Jntere.t it charged b8vlnn.ln3 with first dbY of d.l.Inquency, or nlnll (9) .unths and one (1) day frOll the data of
Hath, tD thtl date of paYR.nt. la~" which becaRe deUnquent bsforll Janu,"'Y I, 19&2 bear Inter..t at the rata of
.he (6~) P'I,'cent par annUlI calculated .t 8 daUy rata of .000164. All t8xa. which beCHa delinquent on and flttar
January 1, 1982 will bear Int.r..t at . rats which will vary froa cal.ndar y.ar to calandar year with that rate
~~ by the PA Depart..nt of R.venUll. The applloable Int.r..t rat.. for 1982 thruugh 1998 ar.1
V.ar tnt.r..t Rat. DailY tntere.t Factor
V..r
Intar..t Rate
Dally lntara.t Factar
1'82 20~ ,000548 llJ81 lJ;: .000241
19a3 16:( ,000431 llJ8f1-1991 11:( .000301
1'" llX .000501 IlJ92 9Z .000247
1,a5 13:< .000156 199~d994 7i: .000192
191b 10Y. .000274 1995-199& 9;: .000241
~-Inter..t I. celculated a. fo11'*"
INTEREST m IALANCE OF TAX UNPAID X NUHBER OF DA ~S DELINIlUENT X DAIL~ INTEREST FACTOR
~~Ao!lf Notice I.sued after "the talC b.cOlM' dalinquent N111 raflect an Inter..t c.lc~llaUon to flft..n US) d.YII
baYond lha d.te of the ........ot. If pa!lf.ant is ..de after the intere.t COllPuhtlon date .hoWn on the
Notice, additional Interaet .u.t be calculatad.