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No. 21-80
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
Kat.~ox.inc E. <:ltcaXl!'.L._-_..__ ...-.
, deceased,
Harold B. McLane, Deputy
To niehBra C, !'.fi\8 a n;gl;) , Register of Wills for the Coun~y of Cumberland,
in the Commonwealth of Pennsylvania.
IS
Petitione~lIk aRll the execuLoLu ._-- named in the Last Will and
Testament of l'athm:..ittc..L....5.l1ualicI--..-.----- dated _~lo~cmhur '). 1'128
Decedent was a citizen of the United States and a resident of
t'llWmhip
Carl i"l c Borough, Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on
~i'lrllrl1:'lY
the --2' ",\
day of ...-D.cc.cmber
A. D. 19.-1L, in the County of
r.l1mherl.1n,1
, State of
I'cnn"'71'7ania at the age of 7R years,
~ ~ her
Decedent has not been married and has not had children born to bim
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
S 39.000.00 and of real estate to the value of
N/A
as near as can be ascertained; said real
t1/A
estate situated as follows
\1l~
Therefore, your petitioner(st: respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
Dated January 14, 1980
7
Name and address
of Petitioner(sF
Car1i"lc,
COMMONWEALTH OF PENNSYLVANIA t
COUNTY OF CUMBERLAND \ ss
cnhprt 1'. Hpi!" z"l, r'.U"t :lanal'cr of Cor1l'10n\-1Ca1.t1t ':ationa1 nank,
""orn occording to law
this petition are true to the
named in above application, being duly
say(s) that the statements set forth In
best of
h.(c
knowledge and belief,
1
,
I
(
/ / ;7/1)).'/ /
/ l /~;/l~//.. / /~:
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,"0m to _ and subscribed before '/
me ! January 14 1980
, 1
'-4.. : 1 -,"':-' - J
~O/;~-.JJ'; .~; i ~ },'"f. \',
. ne, ~pu.1;y
n;""llu, d C. Alldvl ..,Ch I, Heglster
Filed;
,;;:J/-fo. 'fo
January 22,
IC.:.J{ ;;,"{.'
1980
Attorney:
.1:l'MC.S 1{. ~l\lM~r
.<J11/'1 .
{J-'-:--
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3!la;llttill aub [t,\~.datltl'ltt
], KATlIERINE E. SIIEMl'lm, also known as KATIIERINE ~1.
SIIEAFFER, of Carlisle, Cumberland County, Pennsylvania, declare this
to be my last will and testament and revoke all wills which I have
previously made.
I I direct my Executor to sell at either public or
private sale all of my real and personal property and to add the
proceeds thereof to my residuary estate.
II _ I give and bequeath my residuary estate to my
daughter, Dorothy S. Nell, if living, otherwise, I give and bequeath
one-half of my residuary estate to my daughter, Betty S. Davis, if
living, otherwise, to her surviving children, and one-half of my
residuary estate to the surviving children of my daughter, Dorothy
S. Nell. Any apparent inequality of distribution is not the result
of lack of love and affection, but in recognition of the respective
situations of my daughters.
III I appoint The Commonwealth National Bank as
Executor of this will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 2nd day of November, 1978.
4- '
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~~'"T-fi~"- (SEAL)
If}
Signed, sealed, published and declared
by Katherine E. Sheaffer, also known
as Katherine M. Sheaffer, testatrix above named,
as and for her last will and testament,
written on one sheet of paper, in our
presence, who, in her presence, at her
request, and in the presence of each
other have hereunto subscribed our names
as attesting witnesses:
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA ( ,;s:
COUNTY OF CllMBERLANIl \
. 21st . January ( 80
This..,.. ,. .................... ............... ......... ............ ......... day 01 . ........ ...... ......... ,............,.......................... A. D.. I.)........,
Harold B. McLane, Deputy
before me n;.Jn....l C. .~.I.JlIl11n. H.egister for the Prohate of' Wills and granting letters of Administration
in and I()r said County of Cumberland, in the COJlllllonwealth ill' Pennsylvania, !,l'I"sonally came ..............
............................ ...~ h.~ ~~~X. .':':!.. .0.1.~~.~.':.!?. :~~~! ..:! ~::~~ ~.. ~~~.. .I.l.\.l.~.~,~.................,. ,.... ..... ,....,. ............."........................
the subscribing witnesses to the Ibregoing instrument of writing purpOI'ling to be the last Will and
Testament of ............. ..!;!!.~ ))~r. ~!!~.. ~~".::.1.1.\':1.r:.r !'!r..... ........................ ................ Dated . .am~I'.\'11.>...,.r. ..~.,.. .u:m.. ......
late of ,.................f:ilr.HR~.~. .!I.9.r!),1.I.~)L................................... ...................., Cumberland County Pa., deceased
who being duly .....,....~,1i.9.r.!)........................ according to law, depose and say, that ..,........t.b.?:y..~:'.~.'?,~.........,..
present, and saw and heard the test[I..~r.~1\......................., .......,...J::.~.~.1!."X.~!)r:..~.....~!l~~f.f.~.'?........,...,...........,.
sign, seal, publish, pronounce and declare the said instrument of writing as and for h.?:!:..,....,.., Testament
and Last Will, and at the time of so doing .............~I1~.......,..,...................was of sound and disposing mind
memory and understanding, to the best of ,...........J.l.W.tx........................knowledge, observation and belief,
. .... Sl1orn..to,.... ,..,.. ............,.. and subscribed before ,... ...., ....;,. ...:....... ...... ..::...... .."" /,., ,.... ,,:..., ,.... ..,.... ...,
~ (; "c_.~~'"7'(. J<d-. ~.,
, . ........................................................\........................
"':.., . ...,;&lB?:ro.~};.c~~'S..-=::......~.~?~~ ., ...............,................................................,............,.
RiDLu..d E. f.l.~L~~~.., Register.' ,
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA 1 ss:
COUNTY OF CUMBERLAND \
",nQh!lr.~ .,1\.. "R(!.j,~.?,!),t,.,:r.r.lI~~.,:!mw.r,l'x.".,(;m1'r.mml!ln).~.\1..:.!~JJ.9.D,,1. .1~iln!\...... ...... ."... ,...,. .".'" ."..,.being duly
..,............~.\w.r,1),...........,.,......... says that as nearly as cail be ascertained the said decedent ............,.......,....,
"",.,.. ,..,....",. ,....,...,.,....,. fin ~ h!': r.;I.\\ \\. ,t;... S,\.!.G".\,f;!lT...,..........."..........,............"....,...,....,..,..............,...,.."., ,died on
.......,~..at.u.rdall........................, the ,.........22..nd........,...day of .........,...nr.r.r.l'l!1er...,............,........ A.D" 197.~...,
at or about ..........U.;!R..............,...,.. o'clock, .f.,M,
........5.\,9.m...tll..............,..,...,......and subscribed this
14 January
....,....,....,.......................,.......,. day of ..................,.....
19, .~g.., before
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....:............................'...... ...1-'.~..).. 'r..'............................
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I I==' ,,.. 1- ..;,"; Deputy
"..... J"l/Wl-!:L. ....... .1..D ..to ,. ~..,,~ ...,.~.. ..... ....... ,.....
R;....lluld B. "\IIJ~,.:J"'" H~gi:.;t'er
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLV ANlA }
COUNTY OF CUMBERLAND SSe
Before me, the Register for the Probate of Wills and granting of' Letters of' Administration in and for
the County of Cumberland, personally came ...\\(11!llr,t-...I.\I.J),d.t,iI.o,~...:.\r,Ilf'.t-..:.\mw.rg.r....,.......,..,......,....,.........
who, being duly ..,...,fiHOr.n.,.,......" do .1lf1..... depose and say that as.,.,......,.f.xec.ul:.Ox.,.,..,....,...............,........,
of the last Will and Testament of ,.,..,.,.......,..,....\~~.~!!.,,!:.~!!~..f:!...~\\~,'.',f.f,"X....,.,.,.................,.....,........,deceased
..,......he,...,......, 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
Inheritances, ...,!imll;n..~o.,...... and subscribed
before me,
!
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.,..,..t..~'~i~~'~::;':~~..,.,.,......,..,... A, D" uP..9..,......
~(?j:.~'"":;2..,,([S;d,~':.'.);,~,.P,~p.I1.~y
RidilRfd F A. R9.":'i!;l^...., Register
..................................................................................
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DECREE
Be it remembered that on the ..,.,...~,~~.~...,.., day of ,.....,..,.........,.~~.~~,~.~y..,........,' A, D" 19 ~,?...., there
was probated and recorded the last WiII and Testament of ,..,.,.~.~~~,7.~.~,~~,.,~,~..,~,~,~,~~,~,~~..........,.........,
Carlisle
late of.. ..,. ...,.,.............,..., ...,....... ,..............,....,..... ,.,.. ,..., Cumberland County, Pennsylvania. Deceased. Letters
...,..,....,' "',.,.!~~,~~,~~~.~~y. ."... were granted to ....,."....,," ..,. "~?~"~~~~,~~~,~,~~~,.~,~~~~,~~,~"'~,~~~
Witness my hand and official seal the day and year aforesaid. j
--t~ .,a.u~~B.J1r4$.)~~..,...~~~,~~y
R:.:l.~. [. 1.~"'.~nR~Regist.er.
...
.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
Robert K....Re.itzel, Trust~~~~el:!.~oll1l11~n.we.a1.th..tliltional Ban~
being duly _-swor.n.- .._ _._ _ according to law, deposes and says that they..ar..e_Executor-
_..._un._ . ._'.n__.. 01 the Ed.te 01 Katherine E. Sheaffer
late of Borouqh of Carlisle ,Cumberland County, Pa., deceased and that the
within is an inventory made by CommJ;mw~~th.J!aJJQ.M.L.~.Qnk.._- - ----, the said Executor
of the entire estate 01 said decedent, consisting 01 all the personal prop.rty and real e"ate, except real estate ootside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn to
and subscribed bofore me,
Robert K. Reitzel, Trust Mana er
-tlZ{!Zl$(P
The Commonweallatlonal Bronk
1 N. tiI:Il<k1fer St.
Carlisle, Penna. 17013
__-- Q.~~ff(,d /,j 1980
_.~/no. {}J1jL/!Y'J-~'1-)
,', ryqrr:"."'r'> N.'!,]",: I \'!iC
~ i: .1 i ' : I~, (' '_~ r' f ;.. I '111 11 r (;. P.l
'.\~ Corl~I-rli~~iOr1 E'f\ir';~ !~(.w 1,\ 198'
Date of Death
22
Day
December
Month
1979
Vur
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory most be filed within thirty days of discovery of additional assets.
3, Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost 01 administration,
attorney fees, fiduciary lees, luneral and buriai expenses including the cost 01 a burial lot, tombstone or grave marker,
GENERAL INHERIT'ti.NCE TAX INFORMATION
All debts being claimed against an estate are subject to the approval 01 the Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
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1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column,
2, Assign consecutive numbers to each item listed,
3, Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee,
5, Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed,
7, The form must be signed by the person who has assumed the responsibility for paying the debts.
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMf\TION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of lhe Inherital1ce anti Eslate Tax Act of 1961 provides Ihat the followirll: persons shall prepare ilnd file
il return:
a. The personill representative of the estale of the decedent as to property olthe decedent ildmin!steretl hy him
and snch ildditional property which is or may be subject to InherilJllce T,IX of which he/she shdll have or
acqnire knowledge;
b. The trill1sleree of property upon the transfer of whiclllnheritilnce Tax is or IIlay be imposed by the 1961 Statute,
including a trustee of property trilnsferred in trust, provided Ihilt no sepillale return need be made by the tiilnsferee
of property included in the return of il personill representative,
2, PLACE FOR FILING
The return is to be fifed in dllplicate with the Register of Wills of the county wherein the decedenl resided,
3, TIME FOil FILING
The relum is due nine months after the decedent's deilth, unless 3n extension for filing has been ilpplied for and
granted hy the Secretary of Revenue within the nine-month period.
4. FAILURE TO FILE RETURN
Section 791 of the 1961 Statute provides t1li1t " . , ,any person who willfully fails to file a return or other report
required 01 him, , .shall be personally liable. . .to il penalty of 25% of the tax ullimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue ilS ch:bts of like amount me recoverable by
law."
5, TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to lineill descendilnts, such as father, mother, husband, wife,
son, daughler, grandchildren, grandparent, son.in.law and daughter-in-law ilnd ilt the rate of 15% as to all others,
6. PAYMENT OF TAX
The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death, Interest
at the rate of 6% per annum accrues thereafter until pilyment is made. All payments received are first applied to any
interest which may be due with any remainder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNTOF 5%01' THE TAX PAYMENT IS ALLOWED,
All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are
received subject to the final determination of the Depaltment of Revenue.
7. FAILURE TO PAY
Tile taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liable for the tax,
8. FILlNGOF FALSE RETURN
Any person who willfully makes a false return or report required of him Shilll, in accordance with Section 793 of the
1961 Stotute, be guilty of ilmisdemeanor and, on conviction theleof, shall be sentenced to pay a fine not exceeding
$1,000 ur undergo imprisonment not exceeding one yeilr or both.
R.EV~451 (l.BO)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "8"
PERSONAL PROPERTY
*
(Instructions on RVVIYs(.' SidfJ)
Estate of Katherine E. Sheaffer
- - - -
ESTIMATED DEPARTMENT
ITEM DESCRtPTtON UNIT MARKET VALUATION
NO. VALUE VALUE (OFFICIAL USE ONL YI
Trust Account No. 18701-01-1 with The Commonwealth
National Bank assets being
1. 32,084 units Commonwealth National Bank Fund A-I 1.00 32,084.00
2. Interest accrued on item 1 240.98
3. Principal and Income Cash balance 327.57
4. Checking account No. 4-36534 with Farmers Trust
Company date of death balance 333.47
5. Commonwealth of Pennsylvania Inflationary
Dividend check 40.00
6. Refund from Forest Park Nursing Home 230.64
7. Refund from Capital Blue Cross, due to cancellatio
of contract 10.10
8. AARP Insurance through Colonial Penn 800.00
TOTAL THIS PAGE _14.,Ji66.76 .J~ c " ", '1 ~ 91
.
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, mak8 any transfer of allY material part of his estate without receiving
valuable and mleQlIate consideration? (Answer "Yes" or "No".)--...lliL_
2. Did decedent, within two years of death, transfer properly ham himsel fl hersel f to himsel f!hersel 1 and another party
or parties (including a spouse) in joint ownership? (Answ8r "Yes" or "No".) ~
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, prOVide the following
information:
a, Age of decedent at time of transfer, N/A
b. Copy of death certificate,
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All olher information supporting nontaxability of transfer,
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after hiS/her death? (Answer "Yes" or "No",) No
a. Was there any possibility that the property transferred might return to transferor or hiS/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".) No
b. What was the transferee's age at time of decedent's death? N/A
5. Did decedent in his/her lifetime malle any transfer withoulreceiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No",)--Hil>
b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No",) No
6, If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others, N/A
7, Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No",) .JlL-
a, Did decedent, at any time, transfer property, the bmeficial 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
law? (Answer "Yes" or "No",) _No....
9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No",) No
1~~V.4~"~ t 1.eO} ..
COMMONWEALTH OF PENNSVLVANIA SCHEDULE "E"
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX JOINTL Y OWNED PROPERTY
RESIDENT DECEDENT
(lnstmct;nf/S on Rf!Vl.'ISU Sir/oJ
Estate of Katherine E. Sheaffer
P
TOTAL E VALUE OF DEPARTMENT
ITEM R DECEDENT'S VALUATION
DESCRIPTION MAfIKET c
NO, VALUE E INTEREST (Officia' Use Only)
N
T
---.-
---
1 U.S. Treasury Series E Savings Bonds held
jointly between the decedent and her daughter
Betty S. Davis
Face Dated Value
3,400 November 1961 6,060.16
500 September 1958 998.20
4,5DO January 1962 8,044.20
200 November 1958 399,28 15,501.84 50% 7 ,750 .92
2 U.S. Treasury Series E Savings Bonds held
jointly between the decedent and her daughter
Dorothy S. Nell
Face Dated Value
4,500 January 1962 8,044,20
3,800 November 1961 6,773.12
500 September 1958 998,20
200 November 1958 399,28 16,214.80 50% 8,107,40
3 $4,000 Commonwealth National Bank
Certificate of Deposit at 7.5% due 1/6/86
held jointly between the decedent and her
daughter Dorothy S. Nell 4,000.00 50?; 2,000,00
4 Interest accrued on item 3 143.32 50% 71. 66
TOTAL THIS PAGE
17,929,98 ...J.:1rW 'lUtj'\
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real "nd personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, Both tanqible and int"ngible property are to be
Included, List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A", Describe all p""unal property
as indicated in the instructions for Schedule "B", Include the name, address ilnd relationsl,ip to the
decedent of the co.owner (s) and the date the joint ownership was establislled.
2, Indicate the total market value of the jointlY owned property.
3, I ndicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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File Nomber
--_._--,_._---------~-_.
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0040
(] Original
o Supplemental
o Remainder
REV.4114 EX+ (5--60)
Estate Name .___. .....SlIMnER.,..-~!!JheJ':!n-~-.J:;,.--.-.--.
Date 01 Death
..-_._-_._-----"~- _.-~--_.-.
12/22/79
" 201-18-5626
Social Secullty Nomber -.---..--.-..----.
I, tho undanignod duly appointed Inheritance Tax Apptaiser in and lor the Caonty 01 Cumberland
Ponnsylvania, do respectfully report that I nave appraised the roal ond personal properly as reported in tho laregoing
retom at the values set larth apposite each item in the last colomn to tho right in Schedules "A", "8", "C", and "E"
REPORT OF INHERITANCE TAX APPRAISER
Dated:
December 24, 1980
!il '
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. ,.,1,,'111' -te ")/1 "1/ )
INHi!RITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISEO
CODE
APJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT
CODE
TOT AL GROSS ASSETS
$ None 00+ 9Z+
34,066 76 to+
17,929 98 20+
--
None 30+
51,996. 74.-
40- 93-
----
~ ~ PRINCIPLE VALUE CODE
Real Prope.rty (S(:hedule A)
Personal Property (Sehtldule B)
Joint-Held Property (Schedule E)
Tronsfers (Schedule C)
Leu Dobts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
--
FOR \lSE OF REGISTER ONLY
CODE
COMPUTATION OF TAX
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PRINCIPAL RECEIPTS
Inventory fil ed
Per inventory attached
Subsequent Receipts
2/25/80 Refund unused premi um homeowners po 1\ cy #1887254
9/30/80 AARP benefits from Coloni 01 Penn FI'ank 1 j n
Insurance - rei~)ursement for nursing home care
TOTAL PRINCIPAL RECEIPTS
CONVERSIOIIS INTO CASH/IIO GAIN LOSS
1/29/80 32,084 units CDmmonwea 1 t11 Not I onal Bank
Common Fund A-I
1/29/80 100 units Commonwea lth Nil t i ona 1 Bank
Common Fund A-2
1/30/80 3,000 units Commonwealth National Bank
Common Fund A-2
4/1/80 1,366 uni ts Commonwea I th NaL i ona I Bank
Common Fund A-2
4/18/80 117 units Commonwealth National Bank
Common Fund A-2
5/9/80 100 units Commonwealth Not i ana I Bank
Common Fund A-2
8/22/80 100 units Commonwealth National Oank
Common Fund A-2
9/23/80 1,349 units Commonwealth National Bank
Common Fund A-2
PIU!!i1.~Ull S.I!.l.!!!.SENENTS
1/21/80 UGI - final bill lor fuel service at 50 S,
Willow Street, Cad ish!, Pi!,
1/21/80 Regir.tel' of Wills of Cumlwl'land County - probate
costs and thl'(!l! SllOl't cHUt Icates
L'M,.
.,
.~ ( I,
I..J
3
$ 33,246,73
40,00
535,50
$ 33,822,23
$ 32,084,00
100.00
3,000.00
1,366.00
117.00
100.00
100.00
1,349.00
$
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To insure proper credit 10 your account. the ntlme 01 the estate and file number should be clearly prInt-
ed on tho check or money order.
This assessment is made in accordanCI-) with Section 708 of tho InheriliJl1CC n....d Estate TilX Act of
1961 (72 P.S. 9 2485.7081.
To the extent that inheritance 18" is paid within three (3) months after the daarh of the decedent, a
discount of five (5) percent is allowed (72 P.S. S 2485.716)
Inheritance Tax, other than tax on a future interest, i5 due at the date of tho decedent's death and becomes
delinquent at the expiration of nino (9) months after the decedent's death (72 P.S. S 2485.711), Inheritance
Tax on a futuro interest is payable within three (3) months alter the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. S 2485.712). Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
---------------------------------- ------------- - - ---- --- -_._-~~----- -- -- - ----
1 month .005 4 months .020 7 months .035 10 months .050
2 months .010 5 months .025 8 months .040 11 months .055
3 months .015 6 months 030 9 months .045 12 months .060
.-
1 days .00017 11 days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 days .00135 18 days .00301 28 days .00471
9 days .00152 19 days .00318 29 days .00488
10 days .00169 20 days .00335 30 days .00500
- - - --- ----- --- -- ----- - - --- - - -- --- -- -- -- -- - - - --- --- -- - - - - --------- --- --.
Any party in Interest, including the Commonwealth and the personal reprcsenl3tive, not satisfied with
the assessment may object thereto within sixty (60l days after receipt of :his Notice as provided by Section
1001 of the Inheritance and Estatn Tax Act 011961172 P.5. ~ 2485.10011
Mnke chec~, or money order paynble to:
"Register of V'Jills, Agent"
Mail to the address listed below: