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I~OC^L RE(lISTRAI~'S (;EIHIf'ICAW11.j 01 DfhTH
CERT. NO, 370,38.30
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Sex
FEl4ALE
SodHI SOCLn\ty No
f'laoo 01 [loalh MAsq~~,9 HOMES
LAN<;Ap'I'ER
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PENNSYLVANIA
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Data 01 Blrlll
12-19-1Q
Illrlhplaco ~
Inlorrnnnl MARGARET N. GARRISON \'lInoral Dlruclor FRANK S. MILLER
Nama and ^dclro~;s ul
Funoral ! iilnbllsl1rl1ont J.3 ON, MARKET STREET ~ ELIZABETHTOWN, Ph.
()c(:UfHU01\
I)UC{lc\ont's
WIDOWED H'li!1I1<1 ArIdross
CLERK
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Rnco WHITE
M~HiI(JI SWillS
Mfl,50NIC HOMES
ELIZABETHTOWNm .
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(a) MYOCARDIAL INFARCTION
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Mannor 01 Doalt1
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Naluml [XI
Acoldonl 1\
Suicide [I
HOllllCirlO
por\Cllnq Irlvll311fFllloil
Could nol hE, Dotorminod
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___ _._._,___"'._____.~.__",.~_.......,.____.__<"...~...__,. H_"__ ....-'- ,
Nmno and Till" 01 oorlllOl
J. KENNETH BRUBAKER, M.D.
(Mtf, 5 :6:~bC)r ()i ir,i~ 'M!:) ~
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T1iliJ In 10 corllly tl1alll,n Inlnrr11:I\'OIl IH>!U '111'(,'1 I'; l:I"";' 11'1 (I"\' "d Ilnnl fin orl\1lnal QortiliCi\te
01 cloa1l1 duly IlIocl Willi rllu ",; Local RrJCjl,IIri\l' Iii" (111'1"',11 I, "lili""I') will ho iorwarclod to Iho
Sla\o Vilal ROGards Olllco 11I1 1',;lml\l1Onl lil\lICl~~ ~~.~ .36~:~,rl,~u.
MASONIC HOMES
ELIZABETHTOWN
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ELI~ABE'l;'H'roWN
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I" '1'1'11,,,"[11 ""),,,NiO ""u\l',1 " "N,II )I "".,,"'01. """.1111111"""'" I ""1A1 n' ,,,,,II. ,,,,,"1111 111" RtlURN MUS'! Of. FILf.DIN IXIPLICMf. WIlli Till
. . REGISTER OF WILLS
._..----_._-_.._--_.~--------,...~..~~-_.~_.__.,~--_._---~,-----_.~-_.._..- -~._~. - --
!';!It OI~ln.1 R.IIIIII IJ 1 SlIpplulllon'" HO'"111 [-) 3 Relll,lndol Rolli," I...." ...,,"". \1 ""'I
[I Hhllllod E,t.,o I) 4. 1'1I'"I11'I\lole,t COlllplOlIll,el'"''do''''''' ,,\1 811 (J Uede,,1 E't8to Tal Ro,"m Roqulred
[] 6 Deeed81\' Dlml To',.'"""" CO" o'W'''1 I] 7. Doce<Ion, M,lnll1ll1od a Liv;'''J Tru'II"~h"', ,,,,,,,,,0 B 101.1 Nlllllbor 01 S.,e DOr>O,11 Bo'o'
[] 9.lI'~8Ikln flr""eo<l, Rllcelve,1 U 10 SjlOu..1 Povody Crodill''''''''''''''''" \1,," ,,'" "I [] 11. Eloction.o ,.. undol See 9113(A)['",""''''
THIS SECTION MUST BE! COMPLETED, ALL CORRESPONDENCE AND CO'NFIDENTlAL TAX INFORMATION SHOULD SE DIRECTED TO,
~___~_..__..,_~_..._..,~----_._--~--- COMP1ElfMAIlINGAIJURfSS
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Allan w. Holman, Jr., Esqn!.\"('
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Holman & Holman
'r:riFH0tifti"ljM6ER..--.------..---..,.-~..
717 582-2410
P. D. llox 97
New llloomf I old, PA 17068
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1. Re.' E,lo,. (Schod"'e A) (I)
1 S,,,,," .lId Bond' (Schedulo 9) (2)
3. Closely Held Corporalion,parll1crn!llp Of Sole.Proprielorshlp (3)
4 Mortgoge, & NOlO' Recel"hle(Schedu'e D) (4)
fl, Gash, Bank Deposits & Miscellaneous Pen:ollal Property (5)
Z (Schedllle E)
0 6 Jollllly OWnod PIOPOdy (Schodu'e I') (6)
5 7. Inler.Villos Transfer.\ & Miscellaneous Non.Probato Property (7)
~ (Schedulo G or l)
~ B T 01.1 0'011 AII.I. (tolal line' 1,7)
0 9, runefal E~penses & AdmlnlslfaUve Costs (Schedule H) (9)
~ 10. Dobl' 01 Decedonl, Mortgageliabililio', & lion' (Sch.dulell (10)
1 \ T 01., Doductlon. (lokl'lIno, 9 & 10)
(\1) '1,6 I 1. 7 b
(12) 5&,005.34
(13)
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(14) 58,00,.3 .<1-
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11. H.IV.lu. 01 E.llle(lIne BOlio", line II)
13. Chontable ond Go,oromenl.1 Oeque"!l!Sec 9113 Tru,t' lor which on elacllon 10 Ie, has nol boen
m.de (Schedute JI
14. HII V,'u, Subjocllo T.. (L1l1e 11 mill'" LillO 13)
16. Amoulllofllne 141...\110
at the spousal tal( rate I I
See Instructions on reVer.iB side lor appHcatlm percenlage
\6 Amounl 01 line 141l1xoble c- <1 '^ 0 5~ 3 II
816%1810 '-~ D , u ' .
17, Amount 01 line 14 taxable
at 15% rate
x ,0
x .06
x .15
IB Tu Due
19 . . I I
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATI~<< -..=
u""" p"'"'' 01 ",rlu~, I ",,~, 1i1011 M,;e;o;;lolld "" roll,to, ,,,,'~Iog ~llog s<:hedUiiilood "~0I,1O,", ood 10 IIio bO.'.I"'1 kOOWIo<lge ..d bOIIOI.III. ,"'.. CO,,"" .nd ,om~~. 1"'01"""0 at ~'P"f\I 01""
\!!IJlIII''''''.''''Il!Ill!'IOtiv'''JI!!~j!!'-fJJJl.!MI!!2I'-Q!J;!J1ih~~''' .w kna.lod.._ ,----,--- ...-'
~ "..,'" "t1""~''i'' ,~'"'' .'"~ ~.. ~"
y'" <<i:U' (,~,-",. " ~'"'.; ,,' ~ '" 9'-'c"2'~". H' ,~" ..-"",,,,=' '^ """- 'I', I"'
IGN IJRE OF I' ,PARER OTHER THAN REflRESENTATIVE ADDRESS DATE
. .Y1:.k~I-.~..At t}.. _ .I'.~,,<,):,,~\()X _9] '.~_':.\oI_l\ ~~~\LI,,-~ _~~___ Il~h8 __ 3/1',!Y.8_,.
,l)eoedel1!'s Complete Address: . ,,,' . ,~.-.."
~mIIIAllilllln:l
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TIX Payments and Credit.:
\, T," flue (Page IlIno lB)
2. ClOdllslPaymenls
A Spousal Povelly CIOUII ..__.._____m._____..__
B Prior Paym"nls
C. Dlsc"unl ===:=n. l.,,? ,CO 2-===
(I) ...__~J480. 3~___
l.74,02
Tolal Crocll!s (A t B , C) (2)
___.'._~u.n_._~_____'
3. InlercsVPenally If appllC<1l1le
{l.lnleresl
E PenallY
-------~--~-
4,
TolallnlerestlP"nally (ll , E) (:J)"..___,_~._,-_."
If line 21s glealer Il1an line \ t line 3, anler Iflo dllforance. Tills Is llio OVERPA VMe:NT,
Check 1I0K on Plge 1 L1no 19 to requelt. refund (4) -"-
5. II line 1 t line 31s grealer llian line 2, enler llie dilfelonce This Is llie TAX DUE, (51 3 I 306,30
A. Enlel Il1e Inlele,l on llie la' due. (5A) --,,-.
8 Enler Ihe lolal of line 5 t 5A This Is Ihe BALANCE DUE. (58) _,,1, 30(, ,3<,
wllIfi.'-' .. _ Make Check patible to: REGISTER OF WIL~SL AGENT "
PLEASE ANSWER THE FOLl.OWING QUESTIONS
BV PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a transfer and:
e. retain the use or Income of the property transferred; ......
h, retain the right to designate who shall use tile property transferred pI Its income; ..
c, retain a reversionary Interest; or........ ........, ....
d. receive the promise for life of either payments, ben~fils or care? ...
2, If death occurred on or before December 12. 1982, did decedent wllhln two years
preceding death transfer property without receiving adequate conslderetlon? If death occwred
ofler December 12, 1982, did decedent transfer property within one year of death wllhollt
receiving adequate conalderallon? .........."... ....................... ....... [J
3, [lId decedMt own an "In trllat for" or payable upon death hank account or beclHily
ot hie or her death'? .............. ............... ......", ...."..... ... 0
4, Did decedenl own an Individual retiremenl account, annliity, or other non. probate property?... 0
------.--------
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No
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00
[Xl
[l3
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IF THE ANSWER TO ANV OF THE ,~BOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G ANI) FIl.E 11' AS PART OF THE RETURN
lirl;JII'~''''''''\''.'!.J"~nlili~MII<;~"",,,,,,'''''''h''''-'.''_. "-'" '.......,7"....eJ- J.~_lIIIII'fl~.vd'- .'-'IY~ ,. .._...u__
72 P.S, ~9116 (a) (1.1) (I) provided lor Ihe reduction ollhe tax r~te Imposed on the net value ollransfers 10 or for the uae of the
sllrvlvlng apOl,"e Iroll1 6% to 3% for dates of deatll on or aher July 1. 1094 and before January 1, 1995.
72 P,S, ~0116 (a) (1.1) (II) provld~d for the reduction ofthe rate Imposl,d on the ntlt value of transfers to or for the use of the slllvlvlng
spouse from 3% to 0% for dates of death on or aher Janllary 1, 1995.1 he slalllle QQ~JlQl.m<.~!!lI!! a Irensfer to a surviving spollae
flOm tax, and IIle stalutory requirements for dlaclosllre of assets and Illing a lax return are stili applicable even If the aurvivlng apollse
Is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARV 1, 1995. Please Answer the following question by placing an "x" in the
appropriate apace,
Old the decedent cleate a truat or .Imllar arrangement which I. a, lely for tha 'urvlvlng .pouse'a benefit for hi. or har entire
IItetlme? Va. [J No M
If YOllanswerud yes to Ihe above question, Ihe tax on the trust or sll1lll,.r arrangell1unt IS puslponed unlllllle death of tlm second
spollse, at which time It will be flllly taxable at the rate(s) applicable I" ,110 r~l1Ialnder honellclary(lo,) Entor tho valuu of tho tlust on
Schedule J, Palt Ii, In order to remove it from the calclllatlon of the tal due In tills estate VOlll1lay wish 10 tile Schedule 0 In oldor to
make the election available under Section 9113. If Ihe election la lI1ade, the tlU,l or similar alranuement Is laxed in tI,e eSlate of Ihe
fllst decedent spouse, the pOltlon of the trust or similar arrangemenl vildch benefits Ihe surviving spouse Is taxed at the zero tOK rate,
and the remainder Is taxed al the rale(s) applicable 10 the rel1lalnder h"neflclary(les). If YOlI choose to make Ihe "Ioctlon, youl1lual
allach Schedule 0 to a timely.fiIed tax retuln, along with Schedule(s) K andlor M in order 10 show tile apportionment of the trllsl or
similar arrangement between the surviving spollse and the remalndlll IJeneflciary(les)
TDM/\ 159'1410 UESC C'ONSI':C'() INC
rUNe FRWD ITEM
NEW C'IJOSE- PRICE
grrART D/\TE
D/\'I'E opr'~N.PRC III 011 l,oW CL.08E.,PRC T d\ST" OFFR l\VO-PRICE VOI,IIME
12/30/97 44, ]'/50 45,3'7'iO 41\ ,(j(,2S 44,0'/',0 4!i, 4 ]'15 '\3,4 gl\O 1024100
12/29/9'/ 42.68'n, 1\3.%25 47.,607<) 43,43110 43,',,000 43,3620 66':,IUO
12/7.6/9'/ 47..5000 42.017.5 42,312'.> 42.<)ODO 43,lB'IS 43,2940 164 (,1)0
12/24/9'/ 43,3'/50 4L1\3'/S 42,4375 42.1\3BO 4\,0000 4.1,7.91\0 4 13 VIO
12/23/97 41\,2500 44,112'i 4\,062r, 43,0(,30 43,62';0 43,3940 991 \<10
12/22/97 44,062S '14. 'iOOO 41 . tll'/ " 1\3.G2!~0 44,12';0 1\3,3815 934 ),1)0
12/19/9'/ 43.2'iOO 43 . 93'/5 42,()('25 43,GBBO 4:\,0'/<:;0 43.4690 94\ '.lOO
12/18/97 43,93'/\; 44,'/500 43,OG2:l 43,12r,O 43,6250 43,6502 927f100
12/17/97 44.1250 44,OI2!, 4:\ . '/'iOO 43.fl1\0 44,3125 43.'1190 9E,\OO
12/16/97 44.062<:; 44,93'/S 44,0000 44,3'150 44,B125 44.1877 1206(1)0
12/15/9'/ 42,6250 43. B1n, 42,(,250 43,'i630 41.2500 44.5252 103%00
12/12/9'/ 43.6250 43.8'/SO 42,'/500 42. 'l'iOO 43.312'i 44,98'1'/ 1614GIlO
12/11/9'/ 43.18'/5 43,111'1', 42.aOOO 42. 'iaOO 43.5625 45.3690 123g(,OO
12/10/9'/ 43.2500 43,8'750 43,0625 43,4380 43.6250 45,8440 18'/2,11)0
12/09/9'/ 43.7500 44.0000 42,5000 42,9380 43 , 4 3 '/5 46.1690 18201110
12/08/9'7 45.562', 45.5625 43,0625 44.!J00O 45,0625 46.5502 31"1'7'700
12/05/9'/ 45.7500 45.8'750 45,2500 45.5000 45.6875 46.9065 858200
12/04/9'/ 46.6250 46.6250 45,5000 45.5000 4r).5000 47.1253 1525c;1)0
'ENTER' '1'0 CON'rINUE PRICE HIS'l'ORY
DELAWARE
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DATE
I
I
t}OLLMltl d
,~i
M^,<E GHEOK r^V^BLE 10:
OelE\wfHB fund ^ ClnflS
1
-- ---~._----~-----
2
3
4
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^CCOUNl NUt,mEn
llElflWflRE GROUP
r ,0, BOX (,7.972
PIIIlfl,. r^, 19101-2977.
rln"~U'J do unt '''''111 cn'lh
Mlnll1"lnll'1V~f;h'I('111 $100,00
~ UU~ 5U2222597B 6
111,Po. 3,19'38 121 37PI'1 1,IHmT "IF5T BUTCHm SlIl,;m 1'10,901 P,4
'l'OMA 1711218 DF.SC DELI\WAHP.: FUND CL!\S11 1>. ..it 0
FUNC FRWD ITF.M
NEW Cr..oSliH'IUCffi
S'l'ART Dll.TT::
DATE Ol'E:N - PRe lUGH !JOW Cr.,oSE:.~RC I,M1T-Oli'FR ^ VC;- PRICE VOLUME
12/10/97 .0000 ,0000 .0000 24.11100 .0000 .23.!ll'l50 0
12/09/!l7 .0000 .0000 ,1)000 24,1600 .0000 23,9040 0
12/08/97 .0000 .0000 ,0000 24,1800 ,0000 23.6380 0
.12/05/9'/ ,0000 .0000 .0000 24.2000 .0000 23,7870 0
12/04/9'1 .0000 ,0000 .0000 24.0500 .0000 23.7260 0
12/03/97 .0000 .0000 .0000 24.0300 ,0000 23,6650 0
12/02/97 .0000 .0000 ,0000 2),8500 ,0000 23.59AO 0
12/01/97 .0000 .0000 ,0000 23,6400 ,0000 23.5!i80 0
n/20/9'1 .0000 ,0000 .0000 23.6400 ,0000 2),5000 0
11/26/97 .0000 .0000 ,0000 2),5500 .0000 23.4490 0
11/25/!l7 .0000 ,0000 .0000 23.5400 .0000 23.4378-9 0
1l/24/9" , 0000 .0000 .0000 23,5000 ,0000 :U,4033-9 0
1l/?1/':l'1 . 0000 ,0000 .0000 23.6700 ,0000 23.3700-9 0
11/20/97 .0000 ,0000 , ()OOO :D .5900 .0000 23.3167-9 0
11/19/97 .0000 .0000 , ()OOO 23.4400 .0000 23.2900"!l 0
11/18/97 . 0000 .0000 .0000 23.3600 ,0000 n.2889-9 0
11/17/97 .0000 ,0000 .0000 23.4500 ,0000 ~3,2889-9 0
11/14/97 .0000 ,0000 .0000 23.2600 .0000 23,2722-SJ 0
'ENTER' TO CON'l'INUE PRICE HIS'l'ORY
"
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05-25-98
NUSBAUM
12-05-97
21 97-0994
CUMBERLAND
101
I----:::~_~ount - Ro..1 H._d--~
C -=~=___~~~=J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ..
Riiv= iS4f" iiC "AFii-l Oii:97i-.NOi(ici".OF" iiiAiR-iTAiicE" r-AX" A"PPRiiisiHiENT~--AL1.oWAiicE-iiR--""""-""""""""""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH K FILE NO. 21 97.0994 ACN 101
9.617,76
9, Funeral Expans../Adlll. COlh/Hilc, I::xpan... (Schedule HI (9)
10, Dobh/Horlgogo liobUltlu/Llon. (Schodulo II 110) .00
11, Tctol DoducHcn. (11)
12, N.t Value of Tax R.turn (12)
15, Ch.rit.bl./Gov.rn~.nt.l Baqu..tl; Non~.l.ct.d '113 Trults (Schedule J) (13)
14, Not Voluo of E.t.t. Subjoct to Tox 1141
NOTEI If an a.....m.nt was i.su.d pr.viou.ly, lin.. 1.4. IS and/or 16, 17 and 18 will
refl.ct figure. that includ. the total of ~ return. a..e.sed to date.
ASSESSHENT OF TAX:
IS. AlIlount of Line 14 at Spou.al rat. (IS)
16. AMount nf Lina 14 taxable at Lin..I/CI... A rat. U6.
17. AlIlount of Line 14 taxabl. at Coll.t.ral/Cl... 8 rat. (17)
1&, Principal Tax Due
/:~-~":J. J (1- ,?
BUREAU Of INDIVIDUAL TAMES
IHI1ERIT^NCE TAl( DIVISIO!r4
OEPf. 11U601
HARRIS.URO, f'lA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHiRITANCE TAM
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
ALLAN W HOLMAN
PO BOX 97
NEW BLOOMFIELD
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JR ESQ
PA 17068
ESTATE OF
NUSBAUM
TAM RETURN WAS, I X I ACCEPTEO AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate C Schedul_ A)
2, Stock. and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortg.g.s/Notea Receivabl. (Schedull D)
S, Cash/Bank Deposits/Mho. Parsonal Property (Schedull E)
b. Jointly Owned Proplrty ISohadule F)
7. Trenders (Schedul. G)
8, Tohl A...h
11)
121
13 )
(4)
151.
(6)
17l
.00
64. MO. 56
,00
.00
120.00
3.162.54
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00 M .00=
58.005,34 M ,06=
,00 M .15=
1181
TAX CREDITS:
PAYNENT
DATE
03-04-9B
DISCOUNT It)
INTEREST/PEN PAID 1-)
174,02
RECUPT
NUHBER
AA269813
AHOUNT PAID
3.306.30
TOTAL TAX CREDIT
[BALANCE OF TAX .~UE
INTEREST AND PEN.
TOTAL DUE
._-_.._--~-----
('~
*
UY.IU' U I" It.-."
ELllABETH K
DATE
05-25-98
NOTEI To in sur. pr~p.r
credit to your Iccount,
subMit the upper portion
of this for~ with your
tl)( ply...nt.
67.623.10
9."17 1&
58.005.34
,00
58.005.34
,00
3,480,32
,00
3,480.32
3,480.32
,00
.00
.00
" IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
IF TOTAL DUE IS LESS THAN 'I. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU HAY BE DUE
A REfUND. SEE REVERSE SIDE OF THIS fORH fDR INSTRUCTIONS. I
'j-", ro
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'0:; ~d
0:;
RESERV.TIONI [,tat.. of d.~.d.nt. dylno on or b'fo~. D.o..b.r 12, 1~82 .- if any future Jntar..t in the e.tat. I. tranlf.rr.d
In pu.....lon or .njoy..~t to Cia.. B (oollat.ral) b.n.flol.rl.. of the d.c.d.nt ~ft.r the .~pJr.tlon of any ..tat. for
IJf. or for y.ar., the COMMonw.alth h.r.by IMPr...ly r...rv.. the rlOht to appralsl and ...... tran.f.r InhlrJtanc. faMe.
at the lawful Cia.. 8 (ooll.t.r.l) rate on any ,uch future Jnt.r..t,
PUAPOSE OF
h'OTICEI
fo fulfill the requlrelll.nh of S.ctlon ll40 of the Inh.rltanc. and E.t"tl TalC Act, Act 21 of 1995, (72 P,S,
S.ctlon 9140 I.
PAVHf:NT:
O.taoh thl top portion of thl. NotJGI ftnd 'UbMlt with your p.y..nt to the Regl.ter of Will, printed on thl r,vlr.. ,Id..
--Hake chIck or 1II0"IY ordlr p.yable tOf REGISTER OF HILLS, AGENT
REfl.,"D (CR) I
A rlfund of a tile cr.dlt, which WIU not rlquested on thl hM Return, lIIay b. requI.tad by cOlllplltlng ftn tfAppllcatlon
for Refund of Plnn.ylllanl. InherJtl'lflCQ and Estate TalC" (fU:\I-BB), Appllclltlonl are available at the OHJol
of the RIgllter of Will., .ny of thl 23 RAvlnul Oi.ttJct OffiCI., or by calling thl sp.~lal l4-hour
an.werlng .ervJo. nU.b.rs for forllll ord.rlng: In P.nn'Ylvanlft 1~8I)0-362-Z050, ouhld. Pennsylvania and
wlthJn local Harrloburg arn (717) 787-8094, TOOl (111) 172-22Sl Ole.dng IlIIpalrld Only),
OBJECTIONS:
Any party In Int.r.~t not latl.fi.d with the apprall..ent, allowance or dlsallowanc. of deduction., or .,....-.nt
of tal( (Including dhcount or Inter..t) ftI shoOfn on thlt Notice IIIUlt obj.ct within OjlCty (60) day Ii of rloelpt of
thh Notlcl bYI
ADHIH
ISlAATIIIE
CORRECTIONS!
"written protest to th. PA nepart.ent of Revellu" Board of ApP..II, nept. 2810ZI, Harrhburg, PA
"'llectlon to have the lIl.tter dater.lned at audit of thl .ccount of thl p.r.onal r.pra..ntatlv.,
'-appeal to the Orphan.' Court.
I1ll8-IOll,
OR
OR
Factu.1 .rrors dhcov.r.d on this ........nt .hould b. .ddre..ed In writing tal PA Oepftrh'.nt of R.v.nuI,
BUreau of Individual hlCII, ATTNI Po.t A.......nt Revl.w Unit, n.p\, Z80601, Harrl.burg, PA 1712'3-0601
Phone (717) 187-6505. S.. paae S of thl bookl.t "Inltructlon. for Inhlritancl TaM Return for II Auld.nt
O.o.dlnt" (REY-15QI) for an .Mpl.natlon of adllllnlltratlvely corroctable .rror.,
DISCOUNTI
If any t.lC due I. paid within thr.e (l) calendar lIIonth. after thl decedlnt', dlath, II five perelnt (S%) dllcaunt of
the taM paid I. allowed.
PENAL tVl
Thl ISiI: ta>e alflrl..ty non-partle IpatJon pinal ty Is cOllputld on tne total of the till( and Inhrelit u....ed, and not
paJd b.fore Jl!lnuary 18, 1996, the first day aft., the Ind of the tax .."I.ty periOd. This non-p8rtlcJpatlon
p.nalty I. .ppe~l.bl. In tho .allle lIIannlr and In the thl .alll. tllll' p.rlod a. you would appeal the tax and Int'r'ft
th.t ha. b..n IIs.....d ., Indlcatld on thJ. notJce.
INTEREST:
lnt.rllt It charged beginning with flr.t day of dllllnquency, or nlnl (9) 1II0nth. and on. (l) day fro. thl d.te of
dlath, to the d.t. of Pay..nt. TalC.' which baca.. dll1n~u.nt b.for. .I.nuary I, 198Z bear Int.rllt lit the rate of
.JM (6%) p.re.nt per annulll talculat.d .t a dally rat. gf .000164. All talC.. which beca.. d.linquent on and aftlr
Januar~ 1, 198Z will blar intlr..t .t a r.te which will vary frolll caland.r Ylar to cal.ndar ye.r with th.t rat.
announud by thl PA n,part.ent af Rlvlnue. Th. ap~llcab11 Interllt rl!ltu 'or 1987 through 1998 are,
!!!! Inhr..t Allt. Dally In~.re.t Factor !!!.r lnt.rut Ratl O.ily Intara.t Factor
1982 20% .000548 19&7 9% .000247
198] 16% .000418 19158-1991 11% .000501
19&4 llX .000501 199Z 9% .000247
1985 13% .000lS6 199J~1994 7X .000192
1986 10% .000174 1995-1998 'IX .000247
- .Intarllt It calculat.d .. followll
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT M DAILY INTEREST FACTOR
4".ny Notlel i"u.d aft.r the taM beco~I' delinquent will rlfl.ct ~n Intlr..t calculation to flft.en (IS) day.
b.yond the datI of the .I....~ent. If ply..nt I. llIadl aftlr the Int.r..t cOMputation date shown on thl
NotlCl, additional Inter..t au.t bl cllculated,
.~
,..;
~ ..:l
~i . ~
~
! ~E-< ~ " 0
Clol ~~~ ~ ~ ~ ~
'lA .J r--!l
g~..:d~~:;
.If.S l!l i~;
~ e ~ s ~~g~~~~
~~ ~~~ ~~ ,~ol~'
~ o ~ .. g
5~~~ J~
~
~~ II: ~
..,
COMPOSITION OF NET BALANCES
I
PRINCIPAl.
,
t,
Ca~l!
Dauphin Deposit - Checking
$ 5.?, 653.83
, i
INCOME
~a_sh
Dauphin Deposit - Checking
1'O'l'1\\., I'IUNOI'M, 1\ND INCOME
1,200.79
~7.~,gL_8.?_4_. 62
PRINCIPAL RECEIPTS
3 / 4/98
I nve~!:()ry Fi !~_~
Per copy of inventory aLtach~d
$67,623.10
~ub~e...que_~1t RE}ce.lE.\:.!?
12/8/9') P1\ state Emp. Retire. system - 253.20
nenefH
2/]3/98 MaRonie Homes - Refund 98.81
6/5/98 Reuter's Inc. -- Refund 33.00 385.01
~~
f\d JIl~_tm~!2. L to_.1\C~I!!.l.~
]./20/98
Transfer of joint account to estate
~_~25.08
.$.cH,.J)}_,Lt2
'['0'1'1\1, PIUNCII'1\l, I\ECI~IP'I'S
2