HomeMy WebLinkAbout97-00997
/0:.1/(1//' /~r
//1.10 klloll'lI //.1
l'\A11I',1, H. l(NI';I'I'
Nu,
I\!:
\(1'gi',II'I III Wdh 1111 II\\'
/1/"'('//\\"1. ('lIl1l1lY 0\ C'I1l\IH'rll\nd in Ihe
Sol'i(/I ,~<,,'llrilY No, ZOo-n-2464 ('nn1l\","wI'a\lh o\I'Cllnsylvania
The pel II 11111 III' I lie Ildl",II,"od I("pocllully l('I"c',I'nl' Ihal:
Ynnl pelllillllell'), willi lvlil" IK Y'I'al' 0\ al'e olo'dl'l all II,,: l'\CI'1I1 or
Inlhe 'asl wllln\ I he alHlll' <loCl'donl, daled ,1\\1 y'l
nnd "ndkill') dalod Non"
., gelned
_~.u-, 19_~.-.u
- ----~._-"'
It.iB BlIggeHLed that Dr. \10 III B'l, Knepp I)r"d",;etl~,;d C,'_iit'lLi::.r~:-I:.]j.DJol~:
.-~_._.__..-_..- .-.-.-'
I'.'"'' ',d':' ""I """",,,'''''''''\,,,", ",,,,,,,,,",",,",,\l'il'"01 ,,\,,(11'''''''''')
Deeendolll wa' dOlllkilrd al doa:I, III Cuml)L'rland
IL",r 1,,,1 ramily 01 prilldl'allc,Idc\lee al \leth/lIlY Vlllagl'
W~cEl1-eyDdve. MechunlcH!>urg \L.o~ler Allen 'l'ownshlp).
(11'[ '\l\~'cl. llllllllll'[ ;\l1d IlIU\\i.lpalil\)
_ CollnlY, Pennsylvania, wil\!
RctlreID.ent Ccnterl '12).
l"'\1nfrylVfin~a..t1tl'j-, ..---
_..-.,--~._.--_.---'~''''-
Ileeelldenl, II\\'\I BB \'I',Il' 0\ al'e, died Novem\wr 1'1. .' .C"'II_n')'I..,lr'19.,,,71,,,'C~"nty. I"~
al. \lethany Village Ret lrcmeaL CenLer, Lower Allen 'l'ownsllIp. n 1" u ,n' "
E,eel'l a' \olli\"', docl'delll did 1I"llll,"IY, "as Illll div\IICl'd a\lll di,1 llol have a ehiid horn or adopted
ilfll'r ,'xcellliollOI Ihe "ill oll""dlol 1'101"11": lI'a' 1I011lto vklilll ,,\ a killing alld w.." never IldJlldicated
inerlmpelell\: None . ~ -~...---..--
\)ecclld"llI al ,kallt r\lI'lIoll plol'l'llV "illt c,limaled vallll" cr' \n\\ows:
(If d"mkiled in I'a,) 1\\\ pOl'onal PIl\pl'll\
(II' nol domiciled ill I'a,) i'1't;l1\1lI1 Pllll'l'IlY ill !'ellnsylvalli..
(II 1101 domkikd ill I'a.) l'el"I\"" I'I<lpeIlY III COllIIII'
Va\m' \I\' rcall.',>tatl..' in Pl'l\lI..v\vallia
situated a... t'll\\O\\'< Non6-
$. Un ~,f!tlm1\\:<!(\-----'
$...- ~.--~------~.
$ .- _..~-_.__.-
$_ . _.~~Jlll"____--_---
- .-_.~_.._.~.~-_..-..------.~-
-...--,,---"-' .-.-.-~.-~.~._-_....-"---~.
._~_m_.'.___
__..__.___.--t___"'_'~--
\\' III'.R FH )1\1:, p,'lillollel(') lespeel lullY reqllcst(') Ihe ploball' or lite lasl will and codicil(s)
\,le"'llICd 1!Cle\\i111 alld II!C glanl "r klier' testal1\l'ntary. ..------ ----.------
(l~'\ll\lm.1\Il\l\'; adl1\1l\l'\\lHII\\1I ~',l.a.; .\dlllillhlralinn lLh,ll,~,I.I\.)
, llwrlH'.
JJJ.i, ,";@~1Fif;
1375 EllWI;IlJ,i>QCDtiYV, on..
, \Ihnenl svi-l~.~~, __Y0__~?_'!~~_.-
,
"t,
'.'
"
~:
u .-
:'t: ~
-j~
~:2
;~
,\ ..
-.,,-...--..--.----
;J,
'J;
---,..._._-_..-..-~---
-- ,-"'-"'- ----~--.-
OATIl 01' I)ERSONAL REI)RESENTATlVE
COMMON\\,!,,"!,TII (I!" !'ENNS\'I.V "N!" \. "M
COl:NT\' ()I! cmHlERLAND I
\,\", 1',".lIlollell',1 ahllll"II"",,'d "1',all'l ,II al tilllll'i Ihal 1\'" "all'Il\Ollh I" 11\0 roregoilW pelitioll lire
1\11'_ a,,<I C,"I"'! I" I'"' hl',1 "I lite ,\',II\\"'"I1'l' alld Ill'lil'! IIi' I'l'lilll,,\OIIS) a"d Iltal as Icr'Ollnl represell-
lalllct',) "I II", ahlll' l'n"",.""" "",,,,,,,,, "i" ,," """;'1" "",,,,,,,,,,, " ,,""'::j~i to law.
Sw()ll1 1\1 .n\' anitll\l'd nllll ,uh",llhl'd \ R. ~- . ~I
helml' "',' Iltl, t6th .la' "I .Ir, '\;
Qn ,,,,,,;,,,tJ,, '" 'I J" ". 1
11 r..aJl11> U ,O(~ fI.i t. ,.#I,tAf' ~of(J4..1 ~
MaryjC' Lewis I /l1'ds/I'1 \ (70
J':::-JJO-Jj
f-,
. '.
'.0'_
C) II
c'. .-,
\R
g
~
~ ~ ~
M ~. ~
~ \ ~ ~
2 ~ li
o ~ ~
~.. ~ 0
.~
5
OJ
:;,
j,'!
t~.)
,.
,-""--~' 'I
.,"
O~, .
, J.
(~..J
- ~. ,
~
~
u
::\.
~
"
c.\)~
,~ ~
8~
u 6
:H
. .
~ ~
r
~
o
~ r '
~ t--
~ Ct- ,__.0
en <:s-.
~ ~
i ~
I
~
,.
:'.
- i ~
~#. 11.
Inventory of the real nnQ personal estato of
___MABEL_~dJIJ~J'L~ .u_~__~"_.... .
deceased
. _~ _.~~~~__<..~_..c,..,~<._..,.~w_, _ _____~~..___T_._;_....__~ ..~~.._~~__...~~.
- ._-,,_..._~-~.~-_._-~--~_._.. -......-...--....--..-..---... ...-.--.-
PERSONALTY:
1 Van Kampen, Government Securities, Fund A,
a/c #29-6700184809, 1,367,813 shares
2 Pioneering Fund, Class A, ale #001-0431120002, 11,545.666 shares
3 Corestates 8enk, checking a/c #00520-74835
4 Apex Federal Credit Union, ale #11878
6 Bennett & Houser, rofund of overpayment on funeral bill
6 Ba~kers Life & Casulty Co" Insurance proceeds
7 PSERS, final retirement check
8 Wesley Affiliated Services, Inc., refund of prepeyments
TOTAL PERSONALTY:
REAL ESTATE:
NONE
TOTAL PERSONALTY ANO REAL ESTATE:
0",
Page 1
13,910 66
399,941 87
11,880 18
10,424 05
452 45
143 52
569 09
2,061 00
439,382 82
"_._~_ 00
439.382 82
p);) III "11 (,
~ "OIDATISO.DIATHAnlR 12/31191 CHICKHIU
'1!~ INH::~r~E~1ErJ~~~EEJ~RN 1~~~j~!~DnISClAIMIII ....---~-
COMMONWEAlTH Of PENNlmANIA (TO BE FILED IN DUPLICATE I "1
UEPA.RTM(NI Of RfVHHJE l.J'{ ()1J<J'(
HA."lfJ:S j,'''\~i''0601 WITH REGISTER OF. WILLS) CO(iNTVCOO[ v[AM NUMBER
~';'~;rt;((fDfr;i"s.t~."'M[--(lAS' ,-;~'~i',.~~(;~,[)i;li l~i;tIAlt~=;;-=;" J:J[(!1i"fNi'"i,(C5MPTHf^~~~--W
ffi --KN~J'I~!~li}IJjo;.l>...~~--'-I-.-----.'---.-..'.'."-"I-- __ _ _ _ 1~1(::,il'W'(II:\llV,{llll)'I',II"(V'(,HUt.II'lJlIl(Jllt. CUIlt.UI'
~OCIAl SECURITY NUMlU !JAI[ Of buoe !JA,re Of "IRIll f :;', I'A
ffi r (,ctWII]CD lLlI'I',. ' J 'IO')~
hi _.....JUO-~2",?II~II~_____ lU!J/2J_[___ W 1/0<) '''''"'I' CUlIIl.lul'ltl[l(.l-~- -- .-....----- .
___ "_ "'.~::"'_'''~':"'o~o'',,: ~,..~":"'.".""MOD"':"'." .. .. lO(IAI'""I1. N UM,," . ,""Uti I ,f( """ I If' 1tI\l~:"O"_'I________ .__
~ LX 1, Origin,,1 Return [] 2, 5upplemanlcll Return ! 1 J. Remaindor Return
:.tC(ctI (for dOl" of dllu(h prior 1012.13.82)
~~g IJ ... limited Ellnte 1_] 40. Future Inlerell Compromise I] 5, fed.rnl Ellale To... Return Required
.... ~ (for datill (" dealh alter 12.12.82l
UtGlll r~X 6. Decedenl Died Tellale LJ 7. DtlCodonl Maintained a living Tnl\t J2.. 8. Tolol Number 01 5afe Depoll! BolI.o,
c(. lAllach copy of Will) (Allach copy of Tru,Il
----I ALL CORRESPONDENCE AND CON;IOENTIAL TAX INfORMATION SHoulo BE OIRECTID TO,
v, ~ ' NA.ME . . . COMPlm MAlll~m ADDRESS
~~ Hichard C. ~)nelbakel', EnquIre Snelhakor, Uponneman & Spare, P.C.
S~ fiffpHONO.jiJ.~iiT""-'-" ..~ .-.-----.~._---...-.-.-----.--- ~II West Main st..l~e.fjt
_______ ~~b'll'LL=c_6_9'I,;:;B.;i?,I.L~~u .~o~~-Mi,lt::hanig8tl\lrbP)~,1:jli;ili.;.,~o_.. ,;=~--- --------
I Reol Ellale (Schedule A) II ) ------.- --.
2. Slock, and Bond'lSchedule B} 12) _ .!llJ..85.2...53___~____..
3. Clo,ely Held 5tock/Portnership Intere,1 (Schedule C) ( 3 J .~._.._------
4. Mortgagel and Noles Receivoble lS(hedulo Dl ( 4 l
5. Cash, Bonk Deposils & Miscellaneous Perianal Proporty {5 I 2 5--12JQ_~__(~.~___....__.....__._
ISchedule E}
Jointly Owned Property (Schedule F)
T ran,fen (Schffdule G) (Scllffdule l\
T 0101 Grots Am'" (tolClI line, 1.7)
funeral hpenlfll, AdminislrCllive COils, Miscellaneous
ElI.pense' (Schedule H)
Deb", Mortgage liabilities, liens (Schedule I)
T 0101 Deductions (total lines q & 10J
Net Value 01 Estalo (line 8 minus line III
Charitable and Governmental 8equests (Schodulo J)
Net Value ~ublecllo Tall. (li~e 12 mi.nus line 13)
Spousal Tran,I." liar dates of doalh ofter 6.30.941
See Instructions for Ar,plicablt Per~enlagfl on Reverie
Side, (lndudo valu.s rom Schedule K or Schedule M,I
Amount (If line 14 Imtable 01 6% role
(Indude value, from Schedule K or Sthedule M.l
Amount of line 14 lOll.able (II 15% rate
(lnd'Jdll vr:tlu.., from ';t~'!!"hd~ I( .,r S:~e-j:Jb .'.'..)
Principal loll. due (Add loll. 110m lilies 15, 16 ClOd 17.)
Cred." Spousal Poverty Credil Prior Paymonh Discount InlereSI
__._~_____ . 53..QQJLJ1Q_ ..?.._Q20.00 ___~
If Une 19 is greater than Une 18, enter Ihe differenc:a on Une 20. Thil il Ihe OVERPAYMENT.
II~
ilEVI500 EX. lJ,Q~1
R9~ .
z
co 6.
5
:> 7.
l:: B.
...
..
u 9.
w
'"
10
II
12,
13.
14.
15
16.
17.
z
'"
!;i IB
to 19
:>
...
.
'"
c..>
~ 20,
to
In
~ A.
B.
..-.-. .-':'_.':'.
161
17}
439.382.8?.._____
191_~_..3.O'?~~.?_.
(lo)___?....1?8!.1?_,
(B I
43,633.24
(111
(12) ....125..749. 5 8
(131 __ 19.787.48______H
1141 .__i'L2...262.10 _
liS) .__.__________~~__..._..___".
=
1161
.__.>< .06 =
117)
375.962.10
_H_" .15 =
.._~..39!LJ2--_--...
(IBI__5_6 ...194 .3~__
(19)
(201
~?_?o.oo
ChInk liMe If you (118 requvs!H19 a refund of your ovo'payment
'(44. '1
-- - --._.......~..-~-._---_..
IUinfJ 1B h grealer than line 19, entor the diffllrence on line 21. 'fhi, i, the TAX DUE,
Enler the inlerell on the balonce duo on Une 21 A.
Enler Ihe Iota I of line 21 and 21A on line 2\B, Thi' il the BALANCE DUE,
M~~. Ch.c~ Pay_obi. to.:.~_.gl~!_.~of WU~!.~~,~~.!nf_
121)
(2IA)
121BI
.. 8E SURE TO ANSWER ALL QUESTIONS ON REVER-5E SIDE'ANDTO RECHECK MATH olI( olI(
Unde;Penalti~' of perjury:1 declar. thaI' have e...amined thlt relurn:~luding-~~mp"nying Hhtldulo\ and _'lololl1enll, and 10 the be,t of my knowledgo and belief.
It 1\ true, (omu:1 and complete. I declare thol all real eslole has boen reporlfld (lltrut! market value DnclortlllfJn 01 preparer other th(ln the perlOl'lal reprosenlollve I~
~;:;.~~ Ol~::::::i~~:'~t~?::: h~'. oL~ ',n~~::::~-lI1?~Qw(:?u~ns.~lj\':~~1:~';lt'-'~111~~lt.~)tt ~~; G O. .-~--____ ::'_=-=~'~P- - .
sn0fb~-~e ,'ron an 1'".t at', P.C. 4, 1'... 'J' -', .
..-<(:_ _'t"'(cr-t MoclwnJcsburr,. PA J (O~)
./
ItEV.I~03 ll<t ,..Ubl :t
,,~:.i'J.~(\
,o;,''fr/I.'N
COMMON'#fM1H of PENNSYlYANIA
IN~tERlt^NCE fA)( f{f.1URN
. __",_r__'_'" ._.~.~\~~_t::I.~_~~.~(Of;~~T_ ,---
ESTAfEOT-.-------
L
\
.)
SCHEDULE B
STOCKS AND BONDS
"-.'fKjtN'O'MBER==~=='--~--=--="='C=~=
21-97-0997
---~~--~-----'~~-~_._.-...---,-_.~'_.~_.-.
KNEPP. MABEL S.
I~,,-,,_,,,p-"rt~ 101""_v:,,~-n!.d-,,,I.", RI!h~ of Su,vlvo,.hlpmu.t bl dl.clo.ed on S,hldullf.)
.-.---..-. ..... ---.,.--.--- .._...-_._-"~"
._. .,__,,__~_' .__.._"__ .n~__~'~"'---'
VALUE AT DAle
Of DeATH
ITEM
NUMBER
DESCRIPTION
___'n____ _un' ,.-.,,---.--- .~.~...--~,,_.-_"'-_'_-'---~-
13.910.66
I.
Van Kampen. Qovt. Securlt ios Fund A. 29-u'{001811809.
1.367.813 shares
pioneering Fund Class A. 001-0431120002, 11,545.666 shares
.. .---'-'- -'" --. ~------_..-- .--.-'- -.,---'---' ---. - .
2.
399.941.87
__.___________~-.,-"~-~-------------.----.--.n-,-----n---.-_..__._______n.______.. ---------------.
.,_-----c--..!Pl~~_J~I,O-"nIor~"~"-lln.}..~.,OJ'-II"-lot.I?I1)-.- .______ J~I.1l.J!-'2..?c~2L---
(If more space I.~ needed, Inser! (lddltional sheats {II same size.'
-~~
KN~PP, MABEL ~;.
ITIM ]
NUMBIR
A. Funeral IMpen.e"
1fY.ISlIlhP""
ftll o.
1.
~:jtn
Co,wWI'IWUlfH Of OINNlVIVANIA
II'IHUIIANCI IA_ mUIN
'111011'11 OICIDII'II
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES Plea.e Print or Type
==rmnroM"~
_~21-9'I-0997 ____
DESCRIPTION
AMOUNT
Bennett & Houser' I"unoral lIome, Inc., funeral
5,811.00
2.
Cuotal'a-IHle Memorial ConteI', Monument
525.00
1.
B. Admlnl.trotlve CO.tll
- 0637
2.
3.
4,
C.
1.
2.
3,
4,
5.
6,
7,
8,
Personal Repr..entative Comml..lon. II. Jeromo Knepp, . Jr:.. 31\
Social Security Numb., of Personal Repre.entatlve,. 189
Year Commiuions paid
21,800.00
Attorney Fees
Richard C. Snolbakor
Snolbakor, Brenneman & SparG, P.C.
Fomily Exemption
Claimant Relotion.hlp
Addre.. of Claimant at decedent'. death
Slreet Add"..
12,100.00
City _
State
Zip Cade
Probate Fe..
369.00
Miscellaneous Expen.e"
Registor of Wills, filing feo this return 15.00
The Patriot Nows, advortising notico 73.23
Cumberland Law Journal, advertising n0tice 60.00
II. <!oromo Knepp, Jr'., funeral luncheon expenses 10'l.89
Reserve for filing fees, accounting, taxos. etc. 450.00
TOTAL (AI.o enter on line 'I, Recapituiation) ! $ Ill, 305~-.
(If moru qHICO !\ noodod, insor' odditional shoou of some o;ilO.,
1::;.- ) I (I " J I
COMMONWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
aUREAU OF INDIVIDUAL TAMES
INtIENtTANCE TAM OllJJSIOH
DEPT. ?80601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
IIY.1I4' U '" C".",
DATE 01--04-1999
ESTATE OF KNEPP MABEL S
DATE OF DEATH 11-13-1997
FILE NUMBER 21 97-0997
COUNTY CUMBERLAND
ACN 101
f---~-- A'O~~t._R_"-'ltt'd-: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 ..
RiV:isW.Ei["AFii-lo'Fi7rNol'icr-oF-i"NHER"iTAiici'TAx-iiP'iiiiA-iSEMENr;-ALl"OWAiicE.iiR'....mn.._....-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KNEPP MABEL S FILE NO. 21 97-0997 ACN 101 DATE 01-04-1999
RICHARD C SNELBAKER ESQ
SNELBAKER ETAL
44 W MAIN Sf , .l
HECHANICSBURG PA 17ffS5:
TAM RfTURN WAS I I X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Ro.1 Elt.t. ISch.dul. Al
2. Stockl and acndl ISch.6uI. 8)
3. Clos.ly Held stock/P.rtn.rlhip Int.rest (Schedule C)
4. "artteg../Not.. Recelv.ble (Schedule D)
S. C..h/B.nk beposits/Hilc. Perlon.l Property (Soh.dule E)
6. Jointly Own.d Prop.rty ISchodul. F)
7. Tran.fers (Schedule G)
a. Tot.1 A...ts
,00
413.852.53
,00
,00
2:5,530 .1.2..
.00
.00
181
(1)
(2)
(3)
I~)
(5)
161
171
NOTE I To in.ure proper
credit to your .ccount,
lub.lt tho upp.r portion
of thi. forM with your
t.x Ply...nt.
439,382.82
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.ral Expens../Ad.. COlt,/Hile. Expenses (Schedule H)
10. D.btI/Hortg.go Llobilltlel/Llenl ISch.dulo I)
11. Tot.l D.ductlonl
12. Net Value of Tex R.turn
13. Cherit,ble/Govern..nt.l 8eque.ts; Non~el.oted 9113 Trusts (Schedule J)
l~. Not V.1Ul of Elt.t. Subj.ct to T..
191
liD;
41,305.12
2.328.12
Ill)
(12)
1131
11~1
4~.6B :>4
395,749,58
19,787.48
375,962.10
will
If an aeses..ent was issued previously, lines 14. lS and/or 16, 17 and 18
reflect figures that include the total of !bb returns asse.sed to date.
ASSESSMENT OF TAX:
15. A.ount of lln. I~ .t SpoUI.l r.t. (15)
16. Aoount of lln. I~ t...bl. .t Lln..I/C1.11 A r.t. (16)
17. Aoount of lln. I~ t...bl. .t Coll.t.r.l/CI.11 8 r.t. 1171
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
02-12-1998
10-28-1998
NOTE:
.00
.00
375,962.10
M .00.
M .06.
M .15.
(18)
.00
,00
56,394.32
56,394.32
RECEIPT
NUltaER
AA269752
AA324222
DISCOUNT 1+)
INTERESTIPEN PAID I-I
2,789.47
11 .35-
ANOUNT PAID
53,000.00
744.31
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
56,522.43
128.11CR
.00
128.11CR
. IF PAID AFlER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITXONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REquIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU HAY aE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)
Rl!SE.Y~110'1l
Elt.t.. of Mo.denll d.l... on 0' bOfo,. Doo....' 12. 1902 -- If In. lUlu,. lnt.".t 10 tho ..tot. h t,,,,,.1o,,.d
In .o.....lon'o' Injo...nt to CI..' 0 (.oll.t.,.I) ..n.fl.l.r1.. of tho de..d.nt .ft.r ,tho ...Irltlon of .n. ..t.t. for
IIf. .r fo, ...". tho touon.,"lth nor.by ...r...ly r..or..' tno rloht t. ...,'.h. .nd ...... tr.n.f.r loh.rlt.no. 1....
at the lBwful ci... a (ool1ateraU r.t. on anY .uoh future lnt_fll.t.
.UIlOOSE Of
NOTICEI
10 fulfill tho r.quln..nts of s.oUon 21" of tho Inhorlt.n.. .nd Eot.t. ,.. ..t. ..t 21 .f 1990. ,12 P.S.
S.otion 9140).
PAYHEHT I
D.t..h tho t.p portl.n of thl. M.U.. .m! .ub.1t .lth your p.,..nt to tho ...I.tor of .111. prlnt.d .n tho r...n. .Ide,
~-"ak. c;h8C:\( or Iloney order payablll tOl REGISTER OF NILLB1 AGENT
Re:FUHD (tJ()l
. ,.fund of . t., ."dlt, .0.1.0. ... n.t nqu..tod .n to.. ,., ..turn, ..y b. "qu..tod .y .0.pl.Un. .n ",.pll..tI.o
f.r ..fund .f p.""..,..nl. Inh.rlt.n.. .nd E.t.t. ,.," '.EY-I'I'I. 'poll..tl.n. .,. .,.Il.hl. .t tho Dffl..
of tho ...I.t., .f .lll.. .ny of to.. 2' ..,.nu, Olstrl.t oWoo.. " b, ..llln. tho ,p,,,., 24-hour
.n...rln. ..r.I.' .....r. tor for.' order In.' In P.nnsyl..nl. 1-000-'.2-20'0. .ut,ld' .."".yl,.nl. and
"lth'" local H.rri~burg ar.. (117) 787~8094, TOO_ (1171 77Z~Z?SZ (H.~r~ng I.paired Only),
OOJECTlOMS' 'n. p.rty In Int.r..t ont ..tI.II.d .lth tho .por.I....nt. .Ilo..n.. " dl..II....n.. of d.duoUon., or ........nt
of t., tinoludln. dh.ount or Intor"" ., .ho.n on thl. MoU,. .ust obj..t .lthln sl,ty '.01 d.Y' of r...lpt of
this Hotiu bYI
--.rltt.n prot..t t. tho p, O'o.rt..nt .f ....nu.. Oo.rd .f 'OP.nl.. D.p\' 201021. .."I.bur.. p, 11120-1021, OR
--.I..tI.n t. h... tho ..ttor d.tor.ln.d .t .udlt .f tho ..oount .f tho porlOn.l r.pr...nt.tI... OR
~~epp.Ql to the Orphans' Court.
'O'UM
lSTR,A,TlYE
CORRECTIONS I
F..tuol .rr.r. dl..o,.r.d on thl. ..s.....nt shoulO .. .ddr.,..d In .rltln. to' p~ D.p.rt..nt of ....nu..
Ou".u .f Indl.ldu.1 ,..... .1lM' PODt ........nt ...1.. Unit. D.pt. 200.,1, .."I.buro..~ 11l20-0.0l
.hoD. (1111 101-.'0'. 5.. p... . .f tho b..kl.t "In,tru.t'.n. f.r lnh.rl..n.. T.' ..turn f.r . ...Idon'
Decedent" (REV-ISO}) for al\ .KPlttn8t1oll of adalnlst.'at1velY correotable errort.
If .n. to. dUo II p.ld .lthln .hro. '" ..l.nd.r ..n'h, .ftor tho d...d.nt', d..th. . flvo p.ro.nt "Xl dl...unt of.
the tox paid Is allowed.
DISCOUNTl
lho ISX to. _..t. n.n-p.rtl.lp.tI.1l ..n.It' II ...put.d .n thO t.t.l .f tho .., ond Illtor..t .......di ond not
p.ld ..for' J.ml.rY 10. 199.. \I,. flrot d.. .ftor 'h. .od .f tno t.. ..n..ty .orl.d. lh1l nOIl-p.rtl,'Plllon
p.n.tty I. OOp..I.bl. In tho .... ..nnor .nd In tho th. .... tI.. porl.d.' yOU ..uld .p...l .h. to, .nd Int.".t
that hat b..n .......d 8S indIcated on this not~c..
PENALTVl
]"lERES11
Intor..t I. .h.r..d bO.I""ln. .ltb II'" d.y .f d.lInqU.llov. " nln. (91 ..nth' .nd .no III dlY fro. tho d.t. of
do.th. .. tho d.t. of p...ont. ,.... .hl.h b..... d.llnqu.nt b.f.r. J..o.ry 1. 1902 b..r Int.r..t .t ,ho r.t. of
.1, ,.Xl p.r..nt p.r .nnuo ..I.ul.t.d .t . d.ll. r.t. .f .0001.4. 'II ..,.. .hl.h .'0'.' d.llnqu.nt .n .nd .f,.r
J.....ry I. 1902 .111 b..r Int.r..t .t . r." .hl.h .111 ..r' fr" ..l.nd.r y..r t. ..l.nd.r y..r .Ith th.t rlt.
.""oun..d b. tho ., D.p...t..nt of ....nu.. lh. .ppll..bl. Intor..t r.t.. for 1902 thro""h 1999 .rOl
'!!!!!: tnt.ra.t Rat. bally Inter.,t flletor :!!!!' Inter..t Rata DallY tnt.t..t FRotor
1962 ZOl( .000546 19811-1991 11% ,OU0101
IlJU 16;1, .00043& 1992 1)(, .000247
1984 Hi': .000301 1991"11)94 1% ,OO0l9~
190' 1St! ,000556 1995-}lJfll\ 9% .000241
1986 lOX .000214 1999 1'1. .000192
1"7 9% ,000247
--lnter8.t I, catoulated a. follow.1
INTEREST . aALANCE OF TAM UNPAID M NU"BER OF DAYS DELINqUENT X OAILY INTEREST FACTOR
--~nY MoU.. I..u.d .ftor ,ho t., ....... d.lInqu.nt .111 r.fl..t .n Intor.st ..l.ul.tlon '0 flft..n liS> d..'
....nd .ho d.t. of tho ........nt. If p.y..nt I. ..d. .ft.r .h. lotor..t ....utotlon d.t. .hoon on .h.
Motlca, Iddlt~on.l Intar..t .ust ho calculatad,
PA'IllIlII,
Dlteoh ~ top portion c>>f thltl MoUc;. Md .ubIIlt with your paYllent II'" payllbh to the MH and Hetr...
printed on the river" l1de.
If RESIDENT DECEDENl "I C1t1Mk or IIcmlY order p'vlbh tOI REGISlER Of WILLS, AGENT.
lfHOM"RESIDElfT DECEDENT lake o~ek or .OMY order payllbie tal CotMONWEAL TH OF PENNSYLVANIA.
MEFu.ar (CRh " r.fund of .. b)( (ltHlt, which .... not r.que.tlld on the rax R.turn, ..y be r~.t.d by c~l.t1ng en
wAppl1cltJon for R.fund of Penn.yly~l. Inherltanoe ~ E.t.t. l.)(~ fREV-1313). Appliestlonl .r. IVIlllbl11 .t
the Off Ie. of t~ Riel,tarof Willi, InY of the 23 RIVlno. Di.trlct Offlc.. or fr~ the o.p.rt..nt'. Z~"hoUr
~.w.rlng ..tviel ~r. for for.. orderlngl In P.nn.ylvanla }-800-362-2050, out,lde P.nn.ylv~l.
Ind within locIl ",rrJlbura .t.. (717) 787-8094, TDOt (717) 772-2252 (He.rlng l~.lr.d onlY),
REPLY TOJ
DISCOUNT,
PENAL TVt
INTEREST'
~.tlon' rig.rdl", .rror. contalo.d on thll notice Ihould be .ddr....d tOI PA n.p.rt..nt of R.v~, lur..u
of Jndlvldual h)C.., AnN: POlt 41......nt R.vJIttf UIIU, o.pt, Z80'01, H.rrisburg, PA 11128-\1601, phoN
(717) 117~6S0S.
If MY t.lC ckMl It paid tllth)n th,'" (3) cal.ooar .onths aft.r the Meadent'. death, a fiva percont (Sin dllcotl'tt
of the talC ,..ld II al10Md.
The 15;( t.x ..,..ty Mn-p.rtlclpat1on penalty Is eOllputad on thl! total of the talC and Int.ra.t ......ed, Itnd not
p.ld bafor. J80U8ry 18, 1996, the flrlt day a,t.r t"* and uf the tax .-nesty parlod.
Jntar.st h chtlrpct beginning with first \.illY of delinquency, or 01,.. (9) Months and OIM! (]) day trOll thlt dtIt. of
death, to tM chit. of pay..nt. 'axas which baCNtll d.Unqullnt before Janua,'y 1, 198t baar Int.r..t at tha rat. of
11M (6X) percent par ~.. calculat.d at . dally rat. of .000164. All tax8s which bee... da11nquent on ~ .ftar
Jenuary 1, 1912 will baar 1nt.ra.t at . rata which will vary frOll calandar yaar to callndar y.ar with that r~t.
MnOUnCad by the PA o.p.rt..nt Df RavanUil. The appllcabl. Intara.t ratao for 1982 throuth 1999 aral
V.ar lnt.,..t ftat_ nally Interast factor V.ar Int.r.st Rata n.llY IIIt.r..t fac tor
1912 20i( .OOOS411 1988-1991 11i( .000301
1913 16:( .000438 1'992 90! .000241
1'1I4 llX .000301 1993-1994 1X .000192
1915 UX .000556 1995~I99a .X .000247
1916 lOX .01027it 1999 1X .000192
19ft1 .X ..0021i7
w~lnt.r..t I. calcul.ted .. follov'l
INTEREST ~ aALANCE OF TAM UNPAID X NUNaER DF DAYS DELINqUENT X DAILY INTERE81 FACTOR
wwAnY Motle. I.!u.d .ft.r thl t.x baeD... d.linquent will r.fl.ot an Int.ral1 caloul.tlan to flft.-n (15) day.
tMIwond the dat. of the ........nt. If p.y..fIt 11 .acta Ifter the 1nt.r..t c~utaUon det. .hotIn on 'the
"otlNi, tNldlt1unal Int."..t IlUlt M oalculat.d.