HomeMy WebLinkAbout97-00981
..
LAST WILL AND TESTAMENT
I, JAMES EI>WIN PEARSON, of 8 Marshall Drivc, Apar(ment 19.J, Camp Hill,
Cumberland County, Pcnnsylvania 170 II, do hcreby nlllke. publish and declare this to be my last
will and tes(ament, hereby I'cvoklngall wills heretofore madc by mc
I. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient aileI' my decease.
"
2, I authorize and empower my personal representative to sell any realty andlor
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give good and sutlicient deeds andlor bills of sale theretoI', in fee
simple. as I could do if living. My representative is authorized and empowered to engage in any
business in which I may be engaged at my death, for such period of time aileI' my death as seems
expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nature and wherever
situate to my son, Shannon 1.. Pearson.
4. If my son, Shannon L. Pearson, does not survive me by a period of at least sixty
(60) days, then my estate I give, devise and bequeath to the local chapter of the American
Diabetes Association, for general purposes.
5. I nominate and appoint Shannon L. Pearson to be the personal representative of
my estate, to serve without bond. If he cannot or does not serve. then I appoint Harold S. Irwin,
III to be the substitute personal representative, also without bond.
~~?!~~~l~____L_____
~ORROWERISllc.",d ,,'''' NAMflSl6 AnnllFSS
PEAlSOM..JAHI. I.
S H4IJKAL Dl APT 19J
CAMP HILL.PA.17011
. ................" I ,..... """',' IIICIY UalftJUI raymvllI nUltl(,lUon mal/ranee wllnm 10 asyt loa 001 a full oretin
II oil port,". olQnlng thl. noto ogroo In writing,
IlA1l Of' lOAN
'11l!H Illllll.~"
!IN''1 [lIlt
PAll.
0'/04/'6 10/04/96
Olltum
!lAMlll"Y
OIIACH
~()~!HI
09/04/98
$
$
1900.08
400.08
$
1500.00 AMOIINI
23 82 ., F1NANGm
. % .. ANNUAL
PERCENTAGE RATE,
1539.00
21.12
"!OlAL 01
PAYMFNIS
FINANCE
CHARGE,
rnlNCIPM !AI~I('U!l1
N I IlIliflcnl1 I ~'lI! VIl:1I
(:!lilllln)
9UWSlCUllll .. SECURITV '1>1 It"" '01111.
. -.... --~-.-...-
LATE CHARGE: II a paymonlls mom than 10 d<lYS lulo, I wHl PllY 11/~[)/1I pm month (Ill tho lJl1pakl
amount ollho paymonllor lho [l<Jhml hmo wlpwd, 8uhjoollO II $1 mllllmum cluHiju,
PREPAYMENT: III pav off carly, I ifill'; bo onllllotllo II rofund (llllarl ollho Fin81Klo CharijO.
$
"1"I~Jr ~nlll - CONTUACl HATE.
$ 1500.00
$IIOH!
ITEMIZATION OF THE AMOUNT FINANCED OF
.. AM(JU~fl !.lIVUj III 1.11: 1l1;\I;(.!!\,
On"^IOmIMYllttIA,r . ----
" AMOUNT !'Alll otl MY PIllOR ACCOWjr
. ... 1500~-oom-- .'_n___n__ .---------
$
'" (,t'tfcka---"
$
$
$
$
$
to
to
to
to
to
~---'-'---'--'----~_._,-~-,-----,,--------
$ NONI
$ NONE
$ NONI
.. UCC AECOROINOIAElEASINO FEE paid 10 public oUietal I:
.. lICr:NSE/TIH.ElfleOlsrIlAT10N FBI: /laid to flUblio oU!O!ill. r-"I $
. TOTAlINSUHANCf. PREMIUMS pakl to Inalllan(1Q llomllllnloa __----.J $
.. LIFE INSUflANCE PREMIUM
HONI
NONE
NONE
NONK
SERVICE CHARGE" " , , , , , , " , " , " " , " , , , , , , " " $
INTEREST" , , , , . " " " " , , , " " " " " " " . , , , , " '" $
39.00 10)
361,08 (b)
.. DISABILITY INSUflANC(; PREMIUM
_INVOLUNTAllY UNtMPl.aYMLNr
NSURANCE pnEMIUM
.. PEIlSON"!. PROPERTY
INSURANCE PREMIUM
Portion of Service Charge paid lor spoclfled 8ervlcos:
$ for
$ ____n_ ----'or-----.----.----..-----
$
400.08 . FINANce CHARGE (0 + b),
$
for
PAY-OUTS. If amounts paid to others Increase because closing Is delayed, (a) I will pay added amount at closing, or (b) the amount
paid to me will be reduced,
PROMISE TO PAY. I will pay you the Total 01 Payments (Amount Financed plus Finance Charge) in monthly payments as shown
sbove, Finance Charg"ls begin on Date 01 loan or Date Finance Charges Begin (above), If different.
PREPAYMENT. I may prepay all or part of my loan at any time, " I fully prepay before the Final Dlle Date, the amount I owe
will be reduced by the unearned Interest, computed by the Rule of 78ths method, The Service Charge Is fUlly earned and is
not refundable, No refund of less than $1 will be made,
LATE CHARGE. " a payment Is more than 10 days late, I will pay 1'/2% per month on the unpaid amount of the payment for
the actual time unpaid, aubJect to a $1 minimum charge,
SECURITY. I give you a security Interest In the collateral checked "Yes" below (including proceeds of the collateral):
Yes No Real estate secured by a Mortgage / Deed of Trust located at the address shown above and / or:...
o mI
Yes No
o III
Motor vehlcle(s). and all attachments, equipment and accessories described below:
[-~!-~T~~~':~~~~ER--t~_~o-~y-~yF5 -~f- MODEL~I~~~R-I=.-- ___.~THER ~ES~RIP!'ON . -j
Yes No Other: .._.__._.______...___.___..__._____..__.____._____.._______..______...___. ..__. m_ .___.___.._____.._____.
o IJI _. ._..____ ____.._______ ..______..._______ .._....._______... _._~___..
III do not meel my contract obllgallons, I may 10SEl my house and/or other security described above,
REQUIRED INSURANCE. 0 Physical Damage Insurance on motor vehicle security and 0 Tille Insurance and 0 Fire and Extended
Coverage Insurance on real estate security are required, I may obtain required Insurance through anyone I choose, If I do not
maintain required Insurance, you may obtain It and add Ihe cost to my unpaid balance,
DCFAUlT, II 111l don't pay on time, (2) lall to comply with 1I1ls Agreement or my Mortgagll / Deed of Trust, (3) sell or transfer
security without your consent, (4) fIIll or have filed against me any bankruptcy proceeding, (5) fall to register tllle to security
without YOllr consllnt. or (6) make any materially lalse slatement to obtain this loan, you may (a) remedy my defaull and charge
Flnanco Chargos al tho Annual Porcllntaye Rate on amounts you pay, Ib) cancol any Payment Protoctlon Insurance and appty
any refund to this loan, and Ic) declare alii owe Irnmfldlately due, loss the same unearned Finance Charge I would receive If
I fully prepaid,
If I am In default, I will pay your court costs, attorney lees (limited to $50 prior to foreclosure) and all reasonable expenses
to realize on any security Inlerest, I will pay you $20 If any check given to you Is not Ilonored because 01 Insufficient funds
or because no such account exists, In tho event of judgmont on this contract, Interest shull be at the Annual Percentage Rate
until paid In full.
THIS l.OAN IS MADE UNDER THE PENNSYLVANIA CONSUMER DISCOUNT COMPANY ACT,
I HAVE RECEIVED A COMPLETED COpy OF THIS COMBINED NOTE, SECURITY AGREEMENT, AND FEDERAL DISCLOSURE STATEMENT,
I .
"WitNE"ss's NA-MI-- -" .--"--~--.--- --.,_.---~--,-_._- -WiTN.r~13'f.~<lliiN~TlJRf'--n~~--~-
r;~-;,-. .0ourl;~~~;0.;~;; ~-:n;------ --- .--.. -I
property sevurlty oheokod "VOI!I' dbove: 1810NATURE FOR SF.OIJRITV PURPOSES ONLY) =J
----
41:100. to9tll'^
,.
,f, J/
'ni~~WFfl'9 SJG~AUl'lf
Co.[lORf1O\\ltfl's SIGNATUIlE
~______~__~~___________~____~.______________~_________~__~__~____;.~__._M.._____Hi"'--+-----
~~~~"'~~~~ ~~~ _ _ _ ___ _ _ _ ..-_ _ _ _ __ _ __ _ _ _ _ _ _ _ _ _ _ _ __._ _ _ _ _ _ _ _ _ _ _ _" ___ _._ _ _ _ _~~~~~~'~_ _lfu~~m~~~
1+--------
EQ~QfL l UqUil;~- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _., _~ _ ,. _ _1_ ,. _ _ _ _ _ - - - - - - - - - - - _lIo0QUUL ill_ __JQ2J 61- -+I~~~~~~~!;~
A '111 (" It [)'O I ,1\(u~1OnforInqujry I
val a'J 0 .roc .0 I +------------.,-.1 1---------------+ I
Available Credi +~1,4 '~~11 11~~~~~:~g::~g~~i!t~~g~~g~::~~~~,,~~tlm I
sollcltablX's Did you BoliclYeBt~~No: t~~gggg~~~~~~~et l:~~~~~~~~g~~~~et ':
Amount: 0.00 : t~~::::~:,~;;:~!~rl~,".'~~~:~::'MM..~=II---------
Sales Offer: I +--------
O D' 0 I ' Olhe ~, '. ,I, ~g~;~::~~
Other E:>:p. nor. Included l. ('1 ,'1 'r r 1 f' W lvlng t
+__+ t~+ l+~_______+~_~~~___~++~~-~-~~-+~;-~-~---t"1 Inqulri
Charge Releagetgi~es1~tNo 0.001 I~~!~~ ~~g~~?~_~?~_rR~!~~~?_~'~!?P~~_~~' +---.,-~.--:
" ' .. +-f.::;+ :--~;~i~~-I~~~~;.,~-~~~I~~~~:)~~~i"~-~j:~l~-H_-1 t~~~~~=~~
K~~P~~2_~~!_!~~~~~~CB in+g_~es{~tNo I +-----+ I-!~~~~~~
Change Refund lnfo .~ ~calC :j:~~~~~~~~
_ ~:::::::::::::::: ~ _ _ _ ____ _ _ __ __ _ _ ___ ~ _~~2 ~ _ ~~ ~ ~~~~ _ ~ ~-S~.~~l.~ :'~,~;;1- ,"e=,"~ -I.. ~~~=~- ~
Re.quest8c1 Pilyoff Amounts I,ate chgs Ilu 1.14 DefE,rred Dfmt 0.00' 1.:=~~==-:
Payoff AmoU 746..\7 Special Ref O.OOferment E'ee Re 0.00 l--.-~~~"'.:'
Intere 43.33 Prepay Penal O.OOservice Chg Refund: '~~f~~~~i
list. Daily Interest.: Release E' 0.00 Maint. ~'ee Re 0.00 t=====e==
'. . . . Soliei
_~~~:~~:~.~_~_-_______~:~~~~2~~~~-~~~-----.----~:~~~~e~~~~~_~~_~~_______~:~~--. t--------
;~:::: ~::-~:~:~:I- ~ - ~~:~:~: - - - ---~~~I--- -.. -;'::~: :::;- - - ~~~:: -- -- - - -- - - ----- - -----l:~~~~e~~
t=~~~~=S~
, .' l:P~~~~~~
. ~_ _.~ . .App/Acet
:~~;~~:~i;~;:~:::::~:~~g~gg- :~~~;i:~~:~f~~~;~~~~:~'~~~~~~~;~~~~;l~;;~~~;;~lI~~~i~:i~
__________________T________ _________+__________~~"-----------------+f--t+-----
- .~~
SALES SUPPORT I WORKLIflT -I BRANCH ADMIN II CUSTOMER SVC II? II EXI
, Db~~=======*c~=~==+====~===~==~~==~~~=+~~==~~=====~=~;==~++~~~~===~==.=======+===++==:==
"
REY.1500 EX + (7.04)
COMMONWEALTH OF PENNSYLVANIA
[)EPA~nMENT OF REYENUE
DEPT. 280601
.HARRISilURG, PA 17128-0601
I ' ) (, '/
I.,.J.1" I
RI!V. 1100
INHI!RITANCI! TAX RI!TURN
RI!SIDI!NT DI!CI!DI!NT
-
O"ICIAL UII ONL't
t:..,
PILI HUM.."
., I (./
[-
COUNTY CODE YEAR
NUMBER
;\/
DECEO NT'S NA r (l 9T, rIRRT, ANn MI(JOLT 1~~IHAl)
PEARSON, JAMES E,
1~c;'. ~6U~'58~3"FA IEl~~'I^~~97--"--"----'---Jri~7ri'~1I;'~~27
(If' APPl.ICAfll.f') SlIHVIVINO !:lI'OUSE'B NAMf (I,AST. rlll!;TA;:j'fi1lffif'iNi'I^L~iU:UI:Y~:IH:H ~_______
..1<.. 1. OrIginal Halum 2. Supplomontal Return 3. RemaInder Roturn
(dale, of death prior 10 12.13.82)
5. Fod E,lalo Tox Relurn Required
_ 4a, FUluralntorest Compromlso
(for dales 01 dealh aflor 12.12.82)
. 7, Decedont Maintained a Uvlnn Trust
(Allaeh copy 0' Tru,l)
10. Spousal F'overly Crodll(dale 01 dealh
helween 12.31.91 and 1.1-95
..,:;... ,," ",,,Jl'lIil
COMPLETE MAILING ADDRESS
35 EAST HIGH STREET, SUITE;S 201/202
CARLISLE. PA 17013
4 L1mlled E,lale
Decedent Died 1051alo
(Allaeh copy of Will) EX. A
9 L1t1gallon Proceeds Recelvod
.JL 6.
NAME
HAROLD S. IRWIN, III
TELEPHONE NUMBER
717.243.6090
1. Roal Eslale (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Slock/Partnershlp Intoresl (Schedule C)
4. Mortgages and Noles Receivable (Schedule D)
5, Cash, Bank Deposlls & Miscellaneous Personal
Properly (Schedule E)
6. Jolnlly Owned Property (Schedule F)
7. Trans'ers I Misc. Property(Schodule 01 (Schodule L)
8. Total Groll Allel. (lotalUnes 1-7)
9. Funeral Exp & Admlnlstrallve Cosls (Schedulo H)
10. Debls, Mortgage L1abllllles & Liens (Schedule i)
11. Tolal Deducllons (Iolal Lines 9 & 10)
12, Nel Value of Estate (Line 8 minus Line 11)
13. Charilable and Governmenlal Bequesls (,chedule J)
14, Nol Value SubJecl to Tax (Line 12 minus Line 13)
15. Amounl 01 Line 14 laxable al the spou,al rate
16. Amounl of Line 14 texahle at 6% rate
17. Amount of Line 14 taxable a115% rate
18. Tax dllO
19.
8 Total No. 01 Safe Deposit Boxos
11. Elecllo la' under Sec. 9113(A)
(Allach Seh 0)
(1)
0,00
(2)
0.00
(3)
0,00
(4)
0.00
(5)
7,363.66
(6)
0.00
(7)
0,00
(9)
10,063.00
(10)
361.91
:,(/
,-
:Tl
;(
p..'
\')
U\
iJ
(8)
7,363,66
(11)
10,434.91
(12)
(3,071.05)
(13)
0.00
(14)
(3,071.05)
x = (15)
--
0.00
x .06 = (16)
0,00
x = (17)
.--
0,00
(18)
0.00
. /'. P EPARl:A OTIl/c THAN ~pliJRj;!ll'NTATIV[
I "'/I'~ -
fj -'''"- ),..../
.~----------_._----------[)ATI, --'--;r'~~
NOVEMBER Id" ,1998
AtJOHESS DATI'
35 EAST HIGH STREET, CARLISLE, PA 17013 NOVEMBER / J .1996
Decedent's Complete Address:
STRUT ADORESS
e MARSHALL DR, APT 19.J
15l'iv
CAMP HILL
~
~
'-J
.=f
Tax Payments and Credits:
1. Tax Due (Pege 1 Line let
2. C"dltl I peymlntl
A. Spoueal Poverty Crodll _
8. Prior Payments
C. Discount
(1) INONE
Tolal Credits (A+B+C)
(2)
J. Inlerestl Penally If applicable
D Inleresl
E. Penally
Tolallnle..sVPenally (DtE) (3)
4. If Line 21s grealer than Line 1 + Line 3, enter Ihe difference. This Is Ihe OVERPAYMENT,
Check box on PI901 Line 19 to foquelt a rolund (4)
5. If Line 1 + Line J Is grealer Ihan Line 2, enler Ihe diHerence. Thl9Is Ihe TAX DUE,
A. Enler Ihe Inlere91 on the la, due.
(5)
(5A)
8. Enler Ihe tolel of Line 5t5A. This is the BALANCE OUE, (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decadent mako a transfar and: Ves
a. rataln tha uso of Income oltho proparty transfarred; ......................................
b. flllln lhl fIg hI to dlllgnll. who Ihlll UII thl pfOperty tflnlf.rT.d Of It. Income; ........
c. fetlln I flv.rolonlry Inter..t; Of ....................................................,......................
d. flcolv. tho promllOlof 1111 ololther plymontl, benofltl Of ClfO? ..........................,....
2. II dlllh occurrod on Of bolo," Docombef 123, 1982, did decodont withIn two YOlf. pfecedlng
dOlth trlnllof PfOperty without "colvlng Idequlto con.ld'fIUon? II dOlth occurred
litOI' DIClmbof 12, 1982, did docod.nt tflnsler pfOperty within one Y""f 01 dOllh
without focllvlng Id.qUlt. con.ldoflllon? .........................,.,................................ ........
3. Old d.c.dont own In "In tfUlt lo~' or plYlblo upon dllth blnk Iccounl Of 10cUftly
It hll Of hOf dolth? .,..................,.........,...............................,...............,....,.....,............
4. Old dlc.d.nt own In Indlvldu.1 rlU"mont lecount, Innully, Of Othlf non.pfoblt. pfOperty? ......
No
-2L
-X..
-X..
-X..
...N/A
-X..
---X-
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEOULE G AND FILE IT AS PART OF THE RETURN
72 P.S, SecUon (a) (1.1) (I) provldad for tha feduction of tha tax rate Imposed on tha nal valua of transfars to or for tha usa of the surviving
spouse from 6% to 3% for datas of death on or alter July 1, 1994 alld bofora January 1, 1995.
72 r.s, Sactlon (a) (1.1) (II) provided for the raductlon of the lax rate imposed on the nat valua of transfars 10 or for tha usa of tho surviving
spouse from 3% to 0% for dates of death on or altar January 1, 1995. The statute doas not.exllDJlll.a Iransfor to a surviving spousa from tax,
and the statutory raqulramants for dlsclosura of assets and filing a tax raturn aro stili applicable even If the surviVing spousa Is the only
beneficiary ,
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Please answer Ihe follOWing question by placing an 'x' In the approprtata speca.
Old Ihl decedlnl crelle I Iru.t or Ilmlllf Ifrangoment which Is solely lor tho surviving spoule's benllflllor his or her entire lifetime?
Ve. No -L.
If you answer yes to Ihe above question, the lax on the trust or similar arrangomant Is postponed unlll the doath of tho socond spouso, at which
tlmo II will be fully taxabla at the rete(s) applicable to the remainder beneficlary(les), Enter lhe value of the trust on Schodule J, part II, In ordar
to remova II 'rom the calculation of tha lax due In this estale. You may wish 10 fila Schedulo 0 In order to make lhe aloctlon avallabla under
Section 9113. If lhe elaction Is made, the trusl or similar arrangement Is texed In the estata of the first decedent spouse, Iho portion of the trust
or similar arrangement which benefits the surviving spouse Is laxed at the zero lax rate, and the remainder Is axed at tho rate)s) appllcabla to
Iha remstnder banaficlary(les). If you choose to make lhe election, you must allach Schadule 0 to a timely fllad tax ratum, along with
Schedule(s) K and/or M In order to shoe the apportionment of the lrust or similar arrangement between the surviving spouss and tha ramalndar
beneficlary(las).
t~-.--=-i~~~!.tT-.~~itf.d~=J-
.._~_.~-='_.~"'_..----'-'~--~
--_._----~.~,.__....---------
MAKE CHECK PAYABLE AND REMn PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
AiV': ii'47- i:x-AFP- (Oif:97"i -iie;ficE""OF-YNHEiiii'i.iici-irAX - APpiitii SEHEii'T-'- -Ai i-oWi.NcE- 'OR -- - --_-00- - - - -- 00
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES E FILE NO. 21 97-0981 ACN 101
11 .n ......m.nt w.s issu.d previouslY, lines 14, 15 and/or 16. 17 .nd 18 will
ra11act 1igur.. th.t include the total cf ~ returns asse.sed to d.te.
ASSESSMENT OF TAXI
1&. A.ount of Line 14 .t Spou,.l rat. USI
16. A.aunt of Line 14 taxable .t Lineal/Cla.. A rat. (16)
17. A.aunt 0" Line 14 t...ble et Colleterel/Cle.. B rete 117l
18. Prlnolpel Te. Due
TAX CREDITS I
PAVNENT
DATE
/5..;.l/f-9
BUREAU OF INDIVIDUAL lAMES
IHHERtlANCE lAM DIVlSIOH
PEPl. ZeOllOl
HARRiSBURG, PA 1111.&.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICf. OF INHERITANCE TAM
APPRAISENENT, ALLOWANCE DR DISALLOWANCE
OF OEOUCUONS AND ASSESSNENT OF TAX
HAROLD S IRWIN 111
STES 201 202
35 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-20-'1999
PEARSON
12-05-1997
21 97-0981
CUMBERLAND
101
PA
,
7lilh
ESTATE OF PEARSON
) CHANGED
TAM RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Reel E.tete (Schedule A)
2. Stock. and Bonds (Schedule B)
S. Clo.ely Hold stock/Pertner.hlp Intere.t (Schedule C)
4. Hurttal.I/Not.. Receivable (S~hedul. 0)
S. Ca.h/Sank Depollts/Hilc. Perlon.l Property (Sch.dule f)
6. JointlY Owned Property (Schedule Fl
7. Tran.fers (Schedule OJ
a. Total A.lets
(1)
(2)
(S)
(4)
(5)-
(6)
(7)
.00
.00
.00
.00
7.363.86
.00
.00
(81
(q)
1101
10.053.00
381.91
III )
(12)
I1S1
(14)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EKpen..s/Ad.. Costs/Hiso. Expens.o (Sohedu1e HJ
10. Debt./Nortgege Llebilltie./LI.n. ISchedule II
11. Totel Oeduction.
12. Net V.1ue of TaK R.turn
15. Charitabl./Govern.ental Bequests; Hon~.lected 9115 Trust. (Sohedul. JJ
14. Net Velue of E.tete Subject to Te.
NOTE I
.00 M' DO.
.00 M .06.
.00 M .15.
(18)
-.-~--_.-~-----
RECEIPT
NUNBER
DISCOUNT 1+)
INTEREST/PEN PAID (-)
~----------
AHOUNT PAID
---~--
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
----.~
TOTAL DUE
(c,*
.n."~' 1M." e....,'
JAMES
DATE 01-7.6-1999
NOTE I To tn.ure proper
credit to your acoount,
sub.it the upper portion
of thi~ for~ with your
tax p.YMnt.
7,363.86
, n .4::\4 CJl
3,071.05-
.00
3,071.05-
.00
.00
.00
.00
.00
.00
.00
.00
E
. IF PAID AFTER DATE IIIDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAVNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VDU NAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS fORN FOR INSTRUCTIONS,)
RUERYATlOI..
PUIIl'OSt:llf
NOnCEl
PA'ntEHTI
REFUHD (tAl I
OlJECT1OMSl
ADMIN
ISlRA lIVE
CORRECTIONS I
DISCOUNT I
PEHALT~l
INTEREST I
bt.t.. of dte.dents dying on or before beoe..r 12, 1962 M~ If Itfl!f futllr~ lnt.r..t In the .st.t. 11 tren.flrred
In_ po.....Jttn or, enjoYMnt to Ct... . (collateral) blneUo!.r!.. of thl dlaldlnt nft,r th" aMPlnUon of lilY utet_ for
11f, or for y.ar., the coa~..lth hareby IMpr...lv ,....ry,' thl right to ~ppr.l.. end ...... tranlfer Inheritlnat '1M"
at the lawful ct... . (oo11at.ra1l rate on any such future Jnt.r..t.
To fulfill the requlr...nb ofSecUon 2140 of thl Inherlt.nev Ilnd Estate Tax Aot, Act 21 of 1995. (72 P.$.
SICtSon 91itD).
htach the top portion of thls Notloll and tub.tt with your paVlant to thl Rluist.r of Willa printed (tn the ravlr.' tide.
_ -Hilke chIck or ItOft8)/ order payable tOl REGISTER OF MILLS, AGENT
A refund of a tex C1ndlt, which ...s not raquast.d on the Ta)( N.turn, ..y bit r.qua.t.d by cMPletlnll an "AppllcaUoo
for R.fund of Penn.vlvanllR InherltllOlIlII alld E.tate Ta)(1t IREY-1l13J. AppllcaUons are av.Uablll at the Office
of the Reghter of HUll, IM"IY of the 23 Revenue Dhtrltlt OffiCIIS, or b!ll caUing the .peolal 24-hour
an....r1ng ..rvicII nu.ber. for for.' ordering 1 In Penn'Ylvanla }-800-36Z-Z0S0, outside P.nnsYlvanla and
within looal H.r,l.bUrg .r.. (711) 781-8094, TDD' (717) 17Z-Z2S2 (He.ring lapaired Only).
Any party ln int.r..t not ..t.lsfl.rl with the .Ppr.I....nt, allQwano. ur di.allowanc. of deductlpn,/ or ........nt
of tax (Inoludlnt discount or int.ruU ., shown on this Notice .ust object within .Alety (60) d.y. of r.celpt of
this Notice bYl
--wrAttan prota.t to ttMl PI. Dapartaent of R.vilnu., Board of Appeals, Dept. 2:111021, tlorrhburg, PI. H1Z8-IOll, OR
--alacUon to hava Ut' "attar daterlllOfld at audit of thfl account of the p.r.onal repr...ntatlvlI, OR
--app..l to the Orph..," Court.
FactulI.\ IIrror. ~hcover.d on this .ull....nt .hould b. .ddr....d In wdtino tal PI. D.part..nt of Revlltnu.,
lur..u of Individual Tal<lI', AnNI po.t h.....llnt R.vl.w Unit, D.pt. 280bOI/ Harrisburg, PI. 1711.&-0601
PhOM (711) 787-6!ioO!:.. s.. peg. 5 of the bookl.t "In.tructlon. for Inh.rltance Till< Return for II R..ldant
Deoedent" tREY-IS01) for nn explanatIon of adainl.tratlvelY correotable .rror.,
If 1If'l~ tlX due 11 peld withln three 0.1 oaland.r .onths .ft.l' the dec.d.nt'. de.th, a fiv. peo'c.nt (5iO dbonunt of
the tax peld is eUOtl.d,
The 15i: t.x ....ty non-partlolpatlon p.n.lt~ js cOllput.d on the tohl of th. t.1< IInd lnhr.=-t ....n.d, and not
peld before JlIflulry 18, 1996, the flr.t day .ft.r the .nd of the tax un..tv p.rlot!, Thh non-partlolplUOfI
pinel ty 11 ~pa.labh In the .... eanner and In the the saa. t ia. per loci a.. ~ou Mould epp..l the tax end Inhr..t
that hal been 5......d I' Indlcat.d on thl. notlne.
Intere.t 11 oherll8d beginning Mlth flr.t day of dellnqu.ncy, or nine (91 .ollth. and one 0) day fro. the J.t. of
death, to the date of pay..nt. 1al<.5 whloh beo... d.llnquent b.fore Janua,'y 1, 19L\Z he.r Int.r..t at the rat. of
.he (6i:) p.rcant par annuli calculated at If dally r.t~ of .00016(10 All tSI(.' which b.e.. del1nquent on .nd after
Jenuery 1, 1982 Mill tMer Inter..t at a rat. Mhloh Mill vary fl'OJl calendar y.ar to cal.ndar y..r with that ute
announced by the PA nepllrt..nt of Rev.nuII. '!h. IPpl10abh int.r..t rate' for 1981. throuoh 1999 arel
XI!! Jnt."8.t R.h O.Uy Inter..t faotor ~ Int..r..t kate Dally Int.r..t Factor
198Z 20Y. .OOOS".I 19lUH991 11:1. .00UDl
1913 16;: .000';51 19'n 91: .OOOZ47
19.. Hi: .OOOSOI 1993~1994 7% .000192
1985 131: ,000356 1995-1998 9% ,OOO?ft7
1986 101: .000214 1999 7i: .00019Z
1987 9% .0001.41
"-Inter..t t. calcul.ted u. follo"'1
INTEREST . BALANCE OF TAM UNPAID M NU"BER OF DAYS DELINQUEHT M DAILY INTEREST FACTOR
--Any Notlo. islued Ifttlr the tal< ~COll8' delinquent wll1 refleot an Inhr.llt o.laulatlnn to fift.e" (15) day.
baYnnd the d... of tlw .........,t. If P.lI'Hnt is .ad. aft.r the Int.ra.t cOMputation date .hown on the
Notioe, addltlonal int.r..t lU.t be a.lculated,