HomeMy WebLinkAbout80-00399
21-81.~...... 399
No.
PETITION FOR PROBATE OF WILL AND LETTERS 'TESTAMENTARY
In the Estate of (11. 'j"<;:a Ilr/'dtn 'f:)o~c'r
, deceased.
To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania.
Petltioner(s) Is (are) the execut ,., s named In the Last Will and Testament of ()I/
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)("/lMo(. 7<:1 lc)n71f" dated, \ ,-,,1@ ,-.", 111)15
Decedent v,ias a citizen of the United States and a resident of r,.q (' i I ~ L E
Township (Borou@), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on L(, " J"".,. ,p__ the 7"''''' day of (1/1", ., A.D. 19~, In the
- - f [/
County of r...__ IAD~ L j ,State of ~''''7l~'t!M'aat the age of ~years.
Decedent ~(has not) been married and l:las-(has not) had childr!in born to him (her) since the ex.
ecution of the above described Will. l'
Decedent was possessed of personal property to the value of 1/., D<9 f)
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and of real estate to the value of . ~, D ,) /)
as near as can be ascertained; said real estate situated as follows
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Therefore, your P titlon~ (s espectfully apply(ies) for the proba e of the said Last Will and Testa.
ment and for Letters Testamentary theron,
Dated (" / do
, I
Name and address
of Petitioner(s)
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND l ss
~"A.t C;, f!.,.,j(", "J' <-.A' CJ/""""e",p
o ~__U.A ["
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named in above application, being duly -:5' L-<.>M" according to law say(s) that the
statements set forth in this petition are true to the best 0) 'rl"l,' r /' kno))le~ge a d belief.
~Q.D'L and subscribed before Xl-,()'tkT (I 1..4-/~)
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fJ~-w.cv..el {) ;;;'/9J'C'
me, _June 5 19 BO
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C (j Register
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Filed: June 12, 19BO
Attorney
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Regisler for the Probate of Wills and granting of Lellers of Administration in and for the County of
Cumberland, personally d~ni;e ~ ^ 1",</1 C I:~" k", '\ I.-~(J e~',,'''/rcP j) B,,/~,r ,~'\r
who, being duly -S 1)..J {) r v' , do
depose and say that as 1.:".)-",( ,,1'''-' r<
of the last Will and Testament of
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deceased
'Tr.~. will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
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also will diligently comply with the provisions of the law relating to TransferIllhnritances. <; ~
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June 5 A.D., 19~ ,<.,-1; /7'/..0(: '. '//J)
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(j r REGISTER
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DECREE
Be it remembered that on the
12th day of
June
BO
,A.D.,19_, there was probated and
recorded the last Will and Testament of
M, Jeannetta Baker
late of
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, Cumberland County, Pennsylvania,
Robert E, Baker, Jr. and
Edward D. Baker, Jr.
~/4,u/- (Ii ~~~
tf7 T Register,
Deceased, Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides lhallhe following persons Shilll prepare and file
a return:
a. The personal representative of the estate of the decedent as to plOpcrty of the decedent administered by him
and such additional property which is or may be subject to Inheritance Tax of which he/she shall have nr
acquire knowledge;
b. The transferee of property upon the transfer of whichlnheri tance Tax is or may be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided that no separate relull1need be made by the transferee
of property included in the return of a personal representative.
2.'PLACE'FOR FILING
The return is to be filed in duplicate with the Register of Wills of the county wllereinthe decedent resided.
3. TIME FOR FILING
The retuin is due nine months after the decedent's death, unless an extension for filing has been applied for and
granted by the Secretary of Revenue within the nine-month period.
4. F AILU RE TO FIL E RETU RN
Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to file a return or other report
required of him. . .shall be personally liable. . .to a penalty of 25% of Ihe tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law."
5. TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at 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 dealh. Interest
at the rate of 6% per annum accrues thereafter until payment 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 DISCOUNT OF 5%OF 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 Department of Revenue.
7. FAILURE TO PAY
The taxes imposed, together with any inlerest 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. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction themof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both.
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideralicn? (Answer "Yes" or "No".) .No
2. Did decedent, within two years of death, transfer property from hiillsel fI hersel f to himsel f!hersel f and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) fuL..
3. 11 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.
b. Copy 0 f death certi fI cate.
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All other 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".)
b. What was the transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make any transfer without receiving 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: No
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) -
b. The right to designate the persons who shall possess or enjoy the property transferred or income tllerefrom?
(Answer "Yes" or "No".)
6. If the answer to fiva b. above is "Yes," state whether the right was reserved in decedent alone or others.
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".) No
8. Did decedent, at any time, transfer property, the bmeflcial 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. 11 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".)
REV.453 (1.80)
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
*'
(Instructions 0" Raverse Side)
Estate of M. JEANNETTA BAKER
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY,
DECEDENT BIRTH
Judith Baker niece yes over 18 1/11
-
6259 Nunnet Wav
st. Thomas, PA 17252
Virqinia L. Dick niece yes over 18 1/11
Box 150-E
Waterbury. Vermont 05676
Georqe A. Baker nephew yes over 18 1/11
10 vairo Blvd.
llnt. 3/;-B
st. Co11~5t, PA 16801 - --
Jonathan R. Baker neohew yes over 18 1/11
901 W. North street "
Carlisle. PA 17(\1~
,
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The above beneficiaries are living at this time except for the following:
DATE OF DEATH
NAME
. .
l~EV.~!54 e:X+ 13.eO)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
'*
(Instructions on Rov'lfse Sldo)
Estate of M .TF.lINNF.'1''1'lI Rl\KI~R. n<,>ce""ed
P
ITEM TOTAL \ VALUE OF DEPARTMENT
NO. DESCRIPTION MARKET DECEDENT'S VALUATION
i VALUE INTEREST (Officla' Use Only)
Household furnishings and personal
effects sold by Auctioneer Dean (4,509.77 'tj '1-11. JJ
Shull. 6,731.00 2/3
1/3 interest in household posses-
sions held by brother, Robert E.
Baker from and through the Estate of
Anna M. Baker, mother of M. Jeannetta
Baker.
TOTAL THIS PAGE 0,509.771 ~ 'f11, fk
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INSTRUCTIONS FOR COMPLETING SCHEDULE "En
Schedule."E" must include all property, reol ond personal, owned bV the decedent joint1v with another
party or parties as joint tenants with right of survivorship. 80th tangible and intangible property ore to be
included. List real estate first.
1. Describe all reai property as indicated in the instructions for Schedule "A", Describe all personal property
as indicated in the instructions for Schedule "8". I nclude the name, oddress and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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GENERAL INHERITANCE TAX INFORMATION
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 of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial iot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of 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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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the familv exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemplioll" 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 pavee.
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 responsibilitv for paying the debts.
-
REV.055 (1-80)
CO~"';ONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of M. Jeannetta J.laker Date of Death 5/07/80
WHEN CLAIMING THE FAMILY EXEMPTION COMPLETE THE FOLLOWING'
File No.
,
Claimant Relationship to Decedent
. Claimant's Address
. _.
ITEM DATE NAME OF PAYEE I REMARKS AMOUNT
NO.
I Mancke & Liahtman Leaa1 Fees 350.00
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I hereby certify that to the be~t?f m~ knowle?ge and belief the foregoing.is a just and t;ue statement of debts, funeral
expenses and expenses of admlOlstratlon submitted to the estate as deductions for Inheritance Tax purposes.
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SIG1ATURE OF ATTO~EV FIDUCIA < DATE -
OFFICIAL USE ONLY U
DEBTS AND DEDUCTIONS ARE ALLOWED INTHESUMOF $ & ,q Cff.SJ.. AT /6
1
9J;d1J.,~~i6~
PERCENT.
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DATt.
...
GENERAL INHERITANCE TAX INFORMATION
...
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 of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of 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 $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
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INSTHUCTlONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee,
5. Provide a brier explanation in t1w remarks column for each debt claimed.
6. Enter the amount.of each debt being claimed.
7. The form must be signed bv the person who has assumed the responsibility for paving the debts.
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d~~:fi~i~O~~6$OFFICIALRE::I:T~::r~~~~r%~~~I~~r:~;::~:::~ ESTATE TAX
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TAX AT 6%
TAX AT 15%
, RECEIVED
\ FROM
RobeR I. .. B4wad D. Baker
, t.~~X.AT_%
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ESTATE TAX
3 ~..{,j!l
..1,352.18
P.O. BoX 1082
Rurilburg, Pa.
ADDRESS
17103
TOTAL TAX CREDIT
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.--efiATEINFCiRMATiCif.kuch-'---ii80-----------
DA TE OF DEATH '
FILE NUMBER
21-80-399
MUch 19, 1981
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
~ Ho?.,3.o
~
DATE OF PAYMENT
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TOTAL AMOUNT PAID
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. ~OUNTV
-----------------------------------------
)OSTMARK DATE
. "PAID OM ACCOUNT"
IIt:MARKS:
SEAL
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RECEIVED BY / / l( "AI C . ~I~
, .:fi SIG TURI;
ary C. Levie
Regiet.er of Wille
I
REGISTER OF WILLS
M. JEANNETTA BAKER,
deceasod
21 Spring Garden street, Carlisle, PA, as described in
Deed Book "0", Vol. 21, p.735. 1/3 interest at the time
of death, 1/3 interest through the Estate of Edward D.
Baker: Sale price $10,000. Estate share
Personal property & household furnishings and effects
Cash
Dauphin Deposit Checking Accounts:
13-30-0008
13-30-0059
cumberland Valley Savings & Loan
Savings Account #141854
certificate #09-697038
Prudential Life Ins.
Policy # 09-283-952
Blue Shield Reimbursement
Medicare Reimbursement
6,644. 34
4,509. 77
29. 14
490. 93
1,672. 18
4,000. 00
1,089. 26
40. 00
160. 00
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*'
TO: ,~:i~ II l /,',"/ }- ,'If~
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FILE NO.
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COUNTY FILE NO:"-::" / - .' '; I - ;; I I
-.. . I
DATE
ESTATE
COUNTY
i-I"
, .'-,"'
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Appraised Value of Estate:
Real Estate
$
DATE OF DEATH '/<~/
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" .
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+ ,.
Personal Property
Jointly Held Property/Transfers
+ .:..,1 r~/ ,(,.- ,.;
/ '
$ ,::i<,. ';<
.--;' /;: / "
- /
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;/
Total Gross Estate
Clear Value of Estate
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$ :.: ", /: '.:..1' : I
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,
Total Approved Oeductions
'. -_._~"..-._--
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
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.,1/'. /... ..
Amount Taxable @ 6% Rate
L-
tax due
$
**"'***
~ 33::J /'1
I
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $:j' -:? :r:? / Cj
_....-1".. " t;L '':"f/ '/ r , .- I' ~i;J. ~~i-2
~' ,F .'" If.' r-" /'l-trrrJ '/. _ /. /1 (,j ex oJ' /..J
,'_ ,..I.(...J \.. ,:"/'1> (/~v-- .~/./ - . " "-~---. '
A.'f1v';, perclnt discount totaling $_"< .,;i_Y, f'.:J3j-5.tp;J.,
Inheritance Tax is paid by /
,
Amount Taxable @ 15% Rate
.~ ,.~)
:/ 1"-/ ,-: (~
tax due
will be granted if the
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
= $ -q "8--;.:'; ?Q
,
.:''1- /<1-7/
S...~~/)-_? ::j" + $
$
+
=
.
=
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
aALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $. -": .?;: ;;;.,
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, '[C..J '>/;'/ ~ ,{C/j..t....2A.- ,-,' ",.'. tJ.l11
. ,- i . /,.
Assessed by:" 1 (-'
Seelnlormalion on Reverse Side Agenltor:~:.~:, I: 1 '11~ 1/
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INFORMATION
To insure proper credit to your eccount. the name of tho estate end file number should be clearly print.
ed on tho check or money order.
This essassment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of
1961 (72 P.S. ~ 24B5-70B).
To the extent that inhoritance 'ax is paid within throe (3) months after the death of the decedent. a
discount of fiva (5) percont is allowed (72 P.S. 9 2485.716).
Inheritsnce Tax, other than tax on a future interest. is due at the date of the decedent's death and becomes
delinquent et the expiration of nine (9) months .fter the decedent's death (72 P.S. ~ 2485.71 1). Inheritance
Tax on a future interest is payebie within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. ~ 2485.712). Calculate interest from the deiinquent 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 1 I months .055
3 months .015 6 months .030 9 months .045 12 months .060
I days .00017 1 I days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 I 3 days .00220 23 days .00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 I 5 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 Commonwoaith and the personal representative. not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice .s provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 9 2485-1001).
Make check or money order payable to:
"Register of Wills. Agent"
Mail 10 the address listed below:
INFORMATION
To Insure proper credit to your accollnt. the name 01 the estate "",I lile numbor shollld be cloarly print-
ed on tho check or money order.
This assessment is mada in accordance with Section 70B 01 tho Inheritanca and Estate Tax Act 01
1961 (72 P.S. ~ 24B5.70B).
To the extent that inhalltanCe tax is pa;d within ,hreo 13) monlhs alter the death of the decedent. a
discount 01 five (5) percent is allowed 172 P.S. ~ 24B5-716).
Inheritance Tax, other than tax on a future Interest. is due .t the date of the decedent's dealh end becemes
delinquent at the expiration ef nine 19} months alter the decedan"s doath 172 P.S. ~ 24B5.711}. Inhar;tance
Tax on a luture interest is payable within three (31 months alter the transfer takes effect 111 pessesslon and
enjoyment and is delinquent therealter (72 P.S. ~ 24B5.712). Calculate interest from Ihe dolinquent 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 '0 months .050
2 months .010 5 months .025 8 months .040 '1 months .055
3 months .015 6 months .030 9 months .045 12 months .060
1 days .000 17 11 days .001 e6 21 days .00352
2 days .00034 12 days .00203 n days .00369
3 days .00051 13 days .oono 23 days .00386
4 days .0006B 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 1 8 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 Commonweaith and the personal reprosentative. not satislid wi::,
lha assessment may object thereto within sixty 160} days alter receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961(72 P.S. 9 2485.10011
Make check or money order payable to;
"Register of Wills. Agent"
Mail to lhe address listed below: