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Home My WebLink About79-00702 ~. ~ . 01' ~ en ' ~ ~ fa " H ~ ~ :, ~ . :j ~ . ~ H 04, N ::Il 0 ~ I: 'I"- ~ CJ ~ '0 ~ . ,- N , ! I ~ ... No 21-7'9. ':!U~'} PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of NELLIE K. MElLY , deceased, Harold B. McLane, Deputy To Richard [, t.A8SrElQR, Register of Wills for the County of Cumberland, in the Commonwealth at Pennsylvania, IS alternate Petitioner(s);OC2 the ,execuL9.L..----_. named in the Last Will and Testament of Nellie K. Meilv _._________.. dated l\\ill.~t 8. 1973 Decedent was a citizen of the United States and a resident of l(~~PJ Borough, Cumberland County, Commonwealth Camp Hill af Pennsylvania. Decedent died on Wednesdav the 21st day ofJL~, State of A. D. 19..lL.., in the County of Cumberland Pennsylvania at the age of 95 years. ~ :boo< her Decedent has not been married and has not hod children born to mi:m since the execution of the above described Will. Decedent was possessed of personal property to the value of .ff~OI ObO and of teal estate to the value of -rt &0, DO 0 as near as can be ascertained; said real estate situated os follows 901. 7 AlP 'r~0l tf~ S'-tv.a.efJ CIfWlf -fl-,ff) PQ.v\kryf(j~,'A-. GlWW Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Name and address of Petitioner(s) ~;;rM.~ H. l~ard Adams Dated November 28. 1979 2939 Lincoln street Camp Hill, PA 17011 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND H. WARD ADAMS named in above application, being duly sworn according to law say(s) that the statements set forth in this petition ore true to the Sworn to and knowledge and be~ subscribed before ' N~ ~ H. \~ARD ADAMS best of his me, ~ 2R, 19J.'L_ r I.' (~~;'!t V t:~~( ~v.~ ~aro . MiS, D ut,Y:-- n;",I,o, J [, A"J::v", Ffugister L;I~:;Lijl ~Olo Heath L. Allen, Esquire Keeferi I~ood, Allen & Rahal Attorney: 208 \~a nut St., Box 1226 Harrisburg, PA 17108 Filed; November 30, 1979 ~/.7'1-7~L- . . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF Pl~NNSYLV^NIA I HH: COUNTY OF CUMBEHLAND \ This.............~.~.t:h......................................... ......... day of .......!'!.C?~~m!:?~.:r....................................... ^. D., 1 fJ..7.~.., Harold B. McLane, Deputy before me Rioluud F ^ Rd"IT"Il, Re~istel' for the Probate of Wills and ~l'lIntin~ letters of' Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. ....... ........... .~~ l+.~f!m.. !'t.,.. .!1.t.~ :\..~.F.I... .v.!;.,. t...... .~.~~.. 9.~.. ... ........ ............ ...... ...... ..... ....... .... ............... ....... .... .... the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ........ .!'!.'?,;I,U.~...~ ,. ..1:1.~U~~.............. .......... ............... ................. Dated ..... .~.I,I.g~!~.t:. ..~.I....+.~.P... late of..... .t.h~. ..?R.n:m.9.!1.. .C?f.,. ~.~!1)P'.. !ti..U.r.... ....... ........ .......................... Cumberland County Pa., deceased who being duly .......i;~WR.m........................ according to law, depose and say, that .....h.~...w.~.~...................... present, apd saw and heard the testa..t.:r.~~....................., .........!'!.t;\:1)J.~...~......I:1~A.h~................................. sign, seal, publish, pronounce and declare the said instrument of writing as and for h...~.F......... Testament and Last Will, and at the time of so doing ............~.!1~...............................was of sound and disposing mind memory and understanding, to the best of ..........!:1J!'1.............................knowledge, observation and belief. ....S.'dQr.n..:t.Q........................ and subscribed before -- ' --~ ~._-- -2'~~ ..._--:.:c? .................................................................................. William E. Miller, Jr. "ik 4;,1 D, -..(,rr. '.J /\ . '2.'~ ' '-1" iJ"~_ ......... .. ,,;:t'2........... :?5~l)U t.'V.................................. R:...l...ud E. ~A.nR8r80R, !te'gISUT .................................................................................. //" .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND ~ .................. ... .......... .............!!.: ...~!'!-.;:~. ..~~!'!-m~.!..................... .......... ......... ..... .............. .......... ............ ..being duly ............~W9.:r.!)......................... says that as nearly as can be ascertained the said decedent .......................... .................................. ~.~. ~ .~J.~.. .Y!-. ,... !:l.~ ~.~.y............................................................................................... .died on ........W.<;!.r;1n.<;!.~Q.9.Y.................... the ......~.l~.j;.................day of ......~.g)!.'?I))!?Ei'.!:............................ A.D., 19..7.~., at or about ...........P.:),9..................... o'clock, .l?..M. ...J\W9.:r.n...tR.............................and subscribed this %.J.1~..~................... H. Ward Adams ..........?~t~............................. day of ..~~.Ry.t;\I,1)!?'?L. 19, ....7.~., before .'1I.4.~\~)~.~1.~~~ty................................ RiuROrQ F ^ nrln..,.{w., Register OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH m' PENNSYLVANIA} ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came ...............~.:...~~~~.D...!?!?~~......................................................... who, being duly .......~.~!?J?(\.........., do ..'?~.... depose and say that as..........!'!~.~;;.\I.j;9X.................................... of the last Will and Testament of .................~~.~.~~~...~.~...~~.UX......................................................deceased .....~.<::............... will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer I h 't Sworn to d b 'b d n en ances. ............................ an su scn e before me. ~x~.~~.J?...?.?.,..~.................. A. D., 19....n... ..........~.J.~~..)fl~.~~ti\.~................................ RiLhdul E. AA~RaEllDOR, RegIster ?ft~.~....................... H. WARD ADAMS ;..0 0\: : Ql :"' r--: :0; ell :~ r-fr :Ql ;q u.. .-l (I); 0 ><; ""; 0: I"l! 0-:1: .>: N; N ...J H; 0 0 Ill: 0 Q); C~ r-- ...J :I:! i:Q ~i c') I - 0\ - .: ~ .: al; l r-- ~ l<! ~: >: I 0: .-l Ill; .5 riI; lZO! N H: 'CJoll1 0-:1; ." r--; 0-:1: Ql N' 0 ~: ." \0; Z ... I : 0 (I): ...... : " "", .s Ql N : .s ... g:, ." .,; ." Ql "' c d: - z .~ I'i1 0; r<. DECREE Be it remembered that on the .....~().~~.......... day of....~.?~~~~~.~........................., A. D., 19 ??...., there was probated and recorded the last Will and Testament of .......N!i!.U.t.'?..~.,...1:I.~~.+.Y.................................... late of ..........\=;im\p....':l:~lL..........................................., Cumberland County, Pennsylvania, Deceased. Letters ...........1'!?~:t::.?!l)~.(\j;R-.;:y........... ...... were gran(l'd to ......1:\..... X(~!;'.c;\ ..l)..9.~!1l,!?...,..... ..... ...... ..... .......... ............... ....... Witness my hand and oflicial seal t.he day and year aforesaid. '- (,jll. /1 "j "I ^. ,,' f.'. .(~...\(~...J:...., j.o: !. {.4..(A..Jo.. .........D!lPuty.. p. I )'1",] -. H('~il.;t.er. D......, (~( ,,-,,- COMMONWEALTH OF PENNSYLVANIA C I" ( COUNTY OF it>..{'(,tttr",. SS. On this, the :J. S' day of November, 1979, before me, the under- signed officer, personally appeared LOUISE M. ADAMS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~C!I(1r tlr)'U,.J:j{;~l('Y'("'<- Not ry Public My Commission Expires: 1:. VANG()!~rr3NOVEN CUMSERLAl',:J COU!~TY EXPiRES JULY 11, 1183 "'V' 1 500 '" 1""1 ~ l_'N'HERIT~NCE TAX RETURN j COMM~~r'REt~mT 6l~rS1SJGtIlNI" RESIDENT DECEDENT 1l::~s~~{g~;1~7~~~~N _ _L(L _ (;(_80 - ~~ . File Numb~r Decedont's Nume (Last, First, and Middle Initiol) Decedent's Address DECEASED Mei1y~ Nellie K. 327 North 24th Social Security Number Dote 01 Death Camp Hill. PA 184-12-3768 November 20, 1979 1. Original Roturn 0 2, Supplemental Return 0 ,~U.1tj- 7();{, Street 17011 CHECK 3. Remainder Return 0 APPRO. PRIATE 4. LifeEllateD 6. Docedent diod testate rj{l (Attach copy 01 Will) ~ 5. Federal Estate Tax 0 Return Required. reports 7. Docedent mainteined a living 0 8. Total Number of safe 121 tt h d trust (Attach copy 01 trust! deposit boxes inventoried ~ a ac e BLOCKS All correspondence and confidential tax information should be directed to: CORRE. SPONOENT Neme H. Ward Adams, Telaphone No. (717) 737-0935 Address 2939 Lincoln Street Executor City Camp Hill, State PA Zip 17011 ~ .',~ .1S .j-'l , Recapitulation 1. Real Estate (Schodule AI ( 11 $120,000.00 2. Stocks and Bonds (Schedule B) ( 2) 4,655.00 3. Closely Held Stock/Pertnership Interest (Schedule C) ( 3) 1.900.00 4. Mortgages and Notes (Schedule D) ( 41 -0- 5. Cesh & Miscelleneous Personal Property (Scheoule EI ( 5) 1. 882.2_9 RECAPIT. 6. Jointly Owned Property (Schedule FI ( 61 22,500.00 ULATION 7. Transfers (Schedule G) ( 71 -0- 8. Totel Gross Assets (total lines 1.7) AND 9. Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H) ( 91 9,786.67 TAX 10. Debts/Mortgeges/Liens (Schedule il (10) 33,698.26 11. Total Deductions !total lines 9 & 101 12. Net Velue of Ellate (line 8 minus line 11) CALCU. 13. Chariteblo Bequests (Schedule J) LATION 14. Net Value subject to tax (Hne 12 minus line 13) i"< (8) $150,937.29 (tl) 43,484"93 (t2) 107 .452.16 (13) -0- (t4) 107,452.36 Computation of TDX 15. Amount ofline 14 taxable at 6% rale (15) 107,452.36 (inciuda valu.. from Schedule K) 16. Amount 01 iine 14 taxable at 15% rate (161. lincludo values from Schedule K) 17. Principal tax due (add tax from line 15 plus tax from line 161 18. Total Prior payments: (a) Ameunt Paid (b) Plus Discount (c) Minus Inter"t (t8) 19. Balance Due !line 17 minus line 18) Make Check Payable to: Regi'ter 01 Wills, Agent ... PLEASE RECHECK MATH'" x.06. 6,447.14 x.15' (17) (191 6,447.14 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is fi .8, ormet, ~nd c pi Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge --/. I f:9 ~ SIGNATURE OF PERSONAL REPRESENTATIVEIS) AOORESS DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS OATE PENNSYLVANIA REALTY AND IMPRDVEI'lEIH CO. STATEMENT OF ASSETS AND LIABILITIES-CASH BASIS UNAUDITEO OECEMBER 31,1975 DECEMBER 31,1974 ASSETS ~UITY II~ REAL ESTATE Land $34,000 $34,000 Building and Improvements $1.:6,312 ~- $44,232 l4.88!j. Less: Depreciation to Date 29.749 29,,348 TOT A L JO,5 3 48,~134 Less: Mortgage payable 17,000 l7,35Q EQU \TY I N REAL ESTATE 33,563 31,53"4 fHER ASSETS Equipment and Fixtures 2,852 2,852 Less: Depreciation to Date 2,852 2.852 -0- -0- Cash in Bank 1,1~ 677 TOTAL OTHER ASSElS 1.169 677 TOTAL ASSETS $3.!r.. 7 'l ? $~~ .7.11. LIABILITIES AND STOCKHOLDERS' EQUITY lABILITIES Loan payable"Bank $ 2,000 $ -0- Loans payable_Stockholders 900 750 TOTAL LIABILITIES $ 2,900 $ 750 'OCKHOLDERS I EQU \TY Capital Stock-704 Shares of Common out stand i ng 17,600 17,600 Retained Earnings 14.232 31.832 13 .861 31 ,461 TOTAL LIABILITIES AND STOCKHOLDERS · EQU\TY $.2!i, 7 'l2 $.~? ~ II Ie above statement is an i nteg ra 1 pa rt of, and i nc I uded in, our report .ted December 31, 1975, and is subject to the COr.1r.1cnts contain(;d therein. -1- PENI~SYLVANIA REA-LTY AND IMPROVEI-1EIH CO, NOTES TO FINf-\NCIAL STATEMENTS' UNAUD !TED The cash basis statements do not reflect the following bilities for unpaid expenses: Real Estate Taxes-City Treasurer Repairs-Ramsey's, Inc. Repairs-A to Z Service, Inc. Janitorial Service DECEI-1BER 1975 $1,141 -0- -0- -0- $1. lLf I ' $1,325 84 105 52 $~ 31, 1974 Depreciation is taken on the basis of 2% of the net book ue of the building and prior improvements. The last improvements being depreciated over a 10 year life on a straight line basis. -3- . ' PENNSYLVANIA m:At,TY AND U1PROVE/o1ENT CO. STATEHENT OF REVENUES COLLECTED AND EXPENSES PAID-CASH liMnS UNAUDITED YEAR ENDED DECEMJlJm 31, 1977 Yl~^R ENDED ))ECE~IBER 31, 1976 INTAL INCOHE $12,660 $10,796 ~OPERTY EXPENSES Real Estate Taxes $1,876 $2,871 Hortgage Interest l,OT! 1,152 Repairs /,06 421 Steam 2,%5 2,120 Gas Z:J. ~j 315 Ligh t 600 304 '~ater , Sewer, Refuse and Df.lJpoilnl 655 440 Insurance 1,259 497 Janitorial Service 6113 760 Depreciation-Building I1l1provemrmtll _.!~2~ 500 TOTAL PROPERTY EXPENSES 9 ,800. -'-- 9,380 IPERATING INCOME 2,860 1,416 :ENERAL AND ADMINISTRATIVE EXPENSES Legal and Accounting 300 371 Office and Miscellaneous SUppliCll and Expense 133 119 Corporation Taxes 3/f7 243 Telephone 260 249 Office Rent 260 220 Travel, Auto and Parking 130 110 Interest 19 110 Appraisal Fees 200 -0- Donations 20 -0- TOTAL GENERAL AND ADMINISTRATIVE EXPENSES 1,669 1,422 SET INCOHE (LOSS) FOR YEAR 1,191 (6) RETAINED EARNINGS, BEGINNING OF mAR llf , 226 14,232 RETAINED EARNINGS, END OF YEAR $~/f1.7 $14.226 EARNINGS (LOSS) PER SHARE $ ]..62 $ (.01) The above litlltemcnt: :In nil -(111:1'1\1.011 part of, and ine1uded in, our report dated D~'ccl1lbcr. 31., 19/'1, 11lld 1.11 Illlh.l('ct to the comments contained therein. -2- "r' ,.' i" ',' , " :::1:'" I " ~:- . Ii' '.' I',' '. , , ill : "'i' "'1' ',: .'('1 '~ ' ',' l , I; ,. "ri " 1,;: , I , . , ,1',1 I,' PENNSYLVANIA REALTY AND Dcccmber 31, ." ,!' INPROVEMENT CO. 1979 Yllvcrbaum, Goldring So Gerber Certified Public AccountBnb '."", i. '",'1 "d .t.,', ii~:ijM~~1 , "",;",;'(';:,'I!.i",i',,(,,,'oo!'1 ,'.,,~J~;::;":' i~;:'W;;:~ :':;~:;)~l; """oI;.,,\,,','.;;Ljl-:a..-,,, " 'T~~~;~~~:.~t}l.ir~,.;:}.,i~;~\M '1' '::',i:;;:-"'<'\'jIJ"'I~"";""t:'~\l'll', I '''(:~I'~.';/.i', tI"j}.,~.,:~.J~ ~ . I ' .1' ',', '\' ~\~'j'l'~ f 11;';;iIo.:J.. ., " '" 'I~" Ie. 1 'I' I : '1' "..~ r,. r.II~!l~.', , , '"j ('~ '11,;~,tJ,~r l.,.,~... , 1:1, ,: ~.l\J~!. ~t~~I!j~,l , 1 ;,1 J ;,~ ';~~ \;t1t~I~"{. .. ~':' ;11" t... 'I /j,"'il ': :.:I;,.I~:~'r'I:~ ~\..tlh':I~; "'::j 1":"f.,:.",t{l!,.li:\'!;jl~1,;;G:~l~~~~ """.1.., ...,...'11f., ,,'''.,. '.' ~', ;, ~ ;11' ~ ~.~ ~~ " ;1:11 ;II';'~~I/:~~ r;'1' , ," . .. .'. ,~,~: r.ll~' ,,,.t ~ Ih I' '1:11; \ ," ." 1 ~,' J, ~ )~ 'I' '.;"., I' '''\,( I ' J I j ~I'';, t .1 :~ . I ,,,;'] I'!" J1 ~. "I,.. I, i " I~' "'>:'I',! .'~'~'i'~'~ , 'I ~ .:~~'~'.: ,:~,f~...I1, '. : i...,~,"""~l~rJ~i.;I~ii~:;)::~j,~~~, ",,' . ~'" "'~, "L,.~,~,,: ,I.'~ ' " "", ~',: :~~<. \: ' .('~:r,~:~' :~"i{".:i'~';:,'i:,:'....~",' ,:!;,"". ....,,: .' , ::J:,: "" ,;-:,::'.::i.~~" . .'J"," .,,'.) " ;,,' " ", .' ;:'i,,' ,.-,: :.'~' ....';: " ",'.1 "'\ ': I~'~'?:,:~:,~,~; ,:.",;'Y:;;~". ,.j~,:!r;t~s~~ >J..i:!:~;\~'\l'tm ':; ::!~;" ,;~,:6)t~~ ." i;;.;~: ~.::.t~,';.~,:,?~ I~'.,:" IIIY,ISotI)C+ ('.111 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "F" JOINTLY OWNED PROPERTY ESTATE OF Nellie K. Meily (Thl. Ichedul. mUlt bl compl.ted If the decedent, It the tlm. of hi. or hlr dllth, own.d Iny proplrtY I' I Joint t.nlnt with the rIght of turvlvonhlp,) FILE NUMBER Joint tenant(.): mother and daughter NAME A. Louise M. Adams ADDRESS 327 North 24th Street Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT daughter B. C. Jointly owned property: ENTER ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDEN1:~ DOLLAR VALUE OF NUMBER JOINT TENANT OF ASSET %INTERES DECEDENT'S INTEREST 1. A. Dwelling - 327 North $ 45,000.00 50% $22,500.00 24th Street, Camp Hill, PA. Assessed at $5,030.00 TOTAL (AI.o enter on line 6, Recapitulation) $22,500.00 (If more 'PIce II nMdtd Inllrt .ddltlonll stiNt, of 11m. ,Iu) IllV.1510EX+ (HI) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nellie K. Meily SCHEDULE "G" TRANSFERS FILE NUMBER 1. Did decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was to take effect in possession and enjoyment at or after death, or in which the decedent retained either: a. the possession or enjoyment of or the right to income from the property transferredl or, YES NO X b. the right to designate the persons who shall possess or enjoy the property transferred or income; or c. a reversionary interest? X -------------- ---- - - - - ---- ------ 2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to, or for the benefit or care of, decedentl X ------------ - -----------.- ------ --- 3. Did decedent. at any time, transfer property, the beneficial enjoyment of which was subject to change because of a reserved power to alter. amend. or revoke. or which could revert to decedent under terms of transfer or by operation of lawl X ------------------- ---------- 4. Did decedent within two years of death transfer a material part of his or her estate without roceiving a valuable and adequate considoration I X - ------- - -- ------- - ------ ---- IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW. N DECEDENT'S DOLLAR VALUE ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S UMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST A. Real Estate: 1. None B. Personal Property: 1. None TOTAL (Also enter on line 7, Recapitulation) $ (If more .paca I. n..dad In..n additional .h..u of lama lltal } REV, 1547EX (3-83) ,.' '\ BUR. AU OF ACCOUNTS SETTLEMENT PENNSYLVANIA DEPARTMENT OF REVENUE P.D, BOX 2055 HARRISBURG, PA 17105 DATE -83 ESTATE DF MElLY NELLIE K FILE NO. 21 79-0702 DATE OF DEATH 11-21-79 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER DF WILLS DF THE A80VE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS. AGENT II . NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEOUCTIONS, AND ASSESSMENT OF TAX ACN 101 H WARD ADAMS 2939 LINCOLN ST 2DB WALNUT ST BX CAMP HILL 1226 PA 17011 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE c:~~ _A!-9N~. ~HI~ .L!~E_ . . ' .>><: _R~T ~I~ _ L,q",!E.R_ !'91'l,!:19~. F.O.R. Y9lJ'3 }!.E~9!1~~ . ~ - . . . - - - - - . - . . . NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS AND ASSESSMENT DF TAX REV. 1547EX (3-83) ESTATE DF MElLY NELLIE K FILE ND.21 79-0702 ACN 101 DATE 08-01-83 TAX RETURN WAS: ( ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN ,. Real Estate (Schedule AI 2. Stocks and Bonds (Schedule BI 3. Closely Held Stock/Partnership Interest (Schedule CI 4. Mortgages and Notes (Schedule 0) 5. Cash & Miscellaneous Personal Property (Schedule E) 5. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. T etal Assets (X ) CHANGED - SEE ATTACHED NOTICE (11 120,000.00 ( 21 4,655.00 ( 3) 1 ,900.00 ( 4) .00 ( 5) 1,882.29 ( 5) 45,000.00 ( 7) .00 (8) 173,437.29 APPRDVED DEOUCTIONS AND EXEMPTIONS: 9. Funeral Expensesl Administrative Costs/Miscellaneous Expenses (Schedule H) 10. Debts/Mortgages/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return i 3. Charitable/Governmentsl Bequests (Schedule Jl 14. Net Value of Estate Subject to Tax NOTE: If an assessment was prevIously Issued, lines 14, 15 and/or 1B and 17 101111 reflect figures that include the total of..u.l returns assessed to date. ASSESSMENT DF TAX: , 5. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% rate , 7. Principal Tax Due TAX CREDITS: ( 9) (10) 9,786.67 33,698.26 (lll (12) {131 (14) 43,484.93 129,952.36 .00 129,952.36 (15) (161 129,952.36 .00 X.05= X.15= (17) 7,797.14 .00 7,797.14 03-16-83 RECEIPT # 070668 DISCOUNT (+1 INTEREST H 1,198.17- AMOUNT PAID PAYMENT DATE 6,447.14 INTEREST IS CHARGED FROM 03-17-83 TO 08-16-83 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.- _ IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF AODITIONAL INTEREST TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2,548.17 63.94 2,612.11 (If Billance Due is less than $1.00 no payment is reqUIred) I . . .. (C L:J:" . c::"~ ~ RESERVATION: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral (Class Bl heirs of the decedent after the expiration of any estate for life or for years. the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral (Class B) rate on any such future interest. Purpose of Notice: to fulfill the requirement!. of Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S. section 2485-709). Objections: Any party in interest not satisfied with the appraisement. allowance or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice. Objections may be made as follows: _ by written protest to the Department of Revenue, Board of Appeals _ by electing to have the matter determined at audit - by appeal to the Orphans' Court Discount: If any tax due is paid within three (3) months after the decedent's death. a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-82. discount period expires 4-15-82. Except for tax on a future interest. inheritance tax becomes delinquent nine (9) mOl"ths from the date of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest is calculated on a daily basis from _ delinquent date to date of payment on any tax unpaid on delinquent date _ date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Interest: Delinquent Date Annual Interest Rate Daily Interest Factor 5/27/43 to and including 12/31/81 111/82 to and including, 12/31/82 11 1 /83 to and including 12/31/83 6% 20% 16% .000164 .000548 .000438 Estates that become delinquent on or before December 31. 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain cor.stant until the delinquent balance is paid in full. Estates that become delinquent on or after January '. 1982 will contain a variable interest rate. Thus. taxes that remain outstanding from calendar year to calendar year will be subject to different rates in effect on each January 1. INTEREST . BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. . If a tax balance remains outstanding for more thzn one calendar year, a separate interest determination must be made for each year at the applicable rate. (Only one calculation is necessary if the estate maintains the constant interest rate,) Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment If payment is made after the interest computation date shown on the Notice. additional interest must be calculated. To Remit Payment: Oet.ch the top portion of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice. Address information is lIsted on page 13 of the booklet. "InstructIons for Inheritance Tax Return f or a ReSident Decedent" . Make check. or money order payable to: Register of Wtlls. Agent. .... . L....< 1 0:: ,;, . .." rl: I 1.- w...~...: ..ct C.,.,d.I.. ~CJ:' ',10.. i - " l' (~ --' Q.:) u.: ~') I' :r: 5' I t-- 0 ,0 ~, ~~..;~J "I / , OJ ~ . Ul ::.. .... 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