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NO. 21.80 514
PETITION FOR LETTERS OF ADMINISTRATION
IN THB ESTAn; OF ...........m.iNNlE...WARREN..SELF.................... ImCBASBIl.
To .......J.w.!:y...g.'...g\~~.......................................................... ........ ......................
Register of Wills for the Count~. of ('lIInhCl'laud. in I he ('oll1l11onweall h of I'ennsyl\'ania.
The Petition of ..........!.~NPA..S.,..S.ELr:....."........... ........ ....... ............................................................................
.......................................................... respect full)' showelh thaI .......~f;t!!':lJ.f;..W~N..~f;!,r:..............................
was a resident of ........c.ar.li:;l\':.................."",,........~~:~:~~Jl . ClIlI1hel'land Counl~'. Stale of Penn"yl.
vania. and II Citizen of United SllItes. and depllI.tedl his life intestale in the County of ...Onondaga........
........................................ IInd State of ......N!'1W..Y.9.r.~.... ......... ....... ...... ................ ......................................................
on .....f:r.~g~y..................... the ............~.tl.1........"......... da~' of ......kln}.'..................................... A. D.. 19...80....
lit the IIge of ...JJ....... )'ellrs.
That the sllid ........~F.!:!I;!~~..)~!\!m!?I:L~~.~L............................ deceased. left surviving the following
named widow or husbllnd. heirs and next to kin. 10 wil:
Nllme Relationship Residence
...........~~~..~.:...?gg::......................... .............Jr.U!?......... ............. ...~.?..:?PItng...M.......Q\1:li.$.J.I:.....P.A..
.... .......M;J;9:v.\!;J-..J.~S.. .S.!1J-f.............. ........ ....... S.Qll.......... ............ ..Rcucbur.y.. ..l\lC........... ........... ...............
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
................................................................ ............................................ ................................................................
That those llbove named include all of the next of kin. so far a" known.
The said decedent WllS pos"es"Pod of personal property 10 the estimated value of $.....2,500.00...........
and of Real Estllte. less incumbrlll1ce. to the estimated value of $........~wm~.................. as near as can be
. ascertained.
That the said Real Estate in so far as is knowl1 i" located in .............1)..9.1;\1:..........................................
........................................................................................................................................................................................
Therefore. your petitioner(s) respectfull)' appl~'(ies) for Letters of Administration in the above
named estate.
Dated ........~~~.~....1............................ A. D., l!I...?9..
Signature al1d Alldress
......~..[jJs:~.......~..............
....... ..............:?~..$p.r.mg..RQ~Q....................................
Carlisle, PA 17013
of Petitioner(:-;J
........................................................................................
........................................................................................
COMMONWEALTH OF PENNSYLVANIA
1
f ss:
COUNTY OF CUMBBRLAND
...................................~!~~..~.'...~.~~f..... .................................... ...... ...................... ................... ..................... named
in the above IIpplication being duly ..........~!!'9.m........................... accordinj.( 10 la\\'. say that the facts set
~:~~~..~;.;~:~:~~~..~.~.~.~~~.~~~~.~~~..::~e ,:~~e s~b::;i1::~~tl of ........~~~~:t~I:~;/4....................
before me, ~ ........................................................................................
...............~~~.~....~............................. A. D.. 19.?9..... I ........................................................................................
....~1&4.....e......~.<:Lt.~....................
f Registel'
Filed: ....~~~.~~...~.!.......1.~.~Q.............................
..............................................................................~
A ttol'lley: .1f7JJ..t_.~*Aif:.......~~.~'
(over)
..
/.....
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
t.
J
IS:
WlDA_S._SELE..,
being duly _ slI'orn according to law, deposes a"d says that s he is
Administratrix of the Estete of BENNIn WARREN SELF.
late of __the .Jlarough_of ..carlisle.-.m -------_ . Cumberland County, Pa., deceased and that the
within is an inventory made by herself ., the said Administratrix.
of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except .real estate outside
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
~ -L:f~
Linda S. Self
35 Sprinl! Road
and subscribed before me,
19 83
{.
MARV ANN GORMAN. Notary Public
C.rllsle, Cumberland Co" P..
My Commission beires Seel. 19. 1983
CRr1is1e, PA 17013
Addr.n
Date of Death
1980
Y..,
OQ
Day
~!:ly
Month
INSTRUCTIONS
I, An inventory must be filed within three months after appointment of personal repre.entative.
2. A .upplement inventory must 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.
Inventory of the real and personal estate of
BENNIE Wi\RRr,t; SELF,
deceased
---' '.';'"
, ",
...... ,,........~
1. Balance in Checking AccolUlt No. 8-07117 at Fanners Trust Company, Carlis1e,PA. $1,869 47
2. 1968 Ford pickup truck, as appraised
3. 1968 Chevrolet Caprice
250 00
200 00
TOTAL
$2,319 47
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uun,,"U \IF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX B327
HARRISBURG, PA 17105
INII. . ,INCI:: . ,,,. IIETUIlN
RI::SIDENT DECEDENT
/ jOe). G
File Number
Decedent's Name (Last, First, and Middle Initial)
DECEASED SELF, B~nnie Warren
Soclel Secumy Number
212-54-3047
CHECK
APPRO.
PRIATE
BLOCKS
Data of Death
~lay 9, 1980
Decedent's Add,eu
35 Spring Road
Carlisle, PA 17013
1. Driglnel Return 0
2. Supplemental Return 0
3. Rem.lnder RBlurn 0
4. Llf. Est.t. 0 5. Feder.1 Est.teT.x 0
Return Required.
6. Decedent died testata 0 7. Decedent maintained aliYing 0 8. Number of life deposit 0
(Attach copy of Will) trust (Attach copy of trustl boxes inventoried
All correspondence and confidential tax Inlormation should be directed to:
CDRRE.
SPONDENT Name
Edl~ard L. Scho
Telephone No.
717 243- 3727
RECAPIT.
ULATIDN
AND
TAX
CALCU.
LA TIDN
Re..pitulation
1.
2.
3.
4.
5.
6.
7.
8.
9.
Real Estata (Schedule A)
Stocks and Bonds (Schedule 8)
Closely Hold Stock/Partnership Interest (Schedule CI
Mortgages and Notes (Schedule D)
Cash & Miscellaneous Personal Property (Schedule EI
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Gross Assets !total lines 1.7)
Funerel Expenses Administrative Costs/Miscellaneous
Expenses (Schedule HI
Debts/Mortgages/liens (Schedule Il
Total Deductions !total lines 9 & 101
Net Value 01 Estate Wne 8 minus line 111
Charitable Bequms (Schedule J)
Net Velue subject to lax (line 12 minucline 131
Address
36 South Hanover Stree
City
( 11 0.00
( 2) 0.00
( 3) 0.00
( 4) 0.00
( 5) 2,319.47
( 61 0.00
( 71 0.00
( 91 5,10Q fi(,
(10) 188.75
( 8)
State
7.,::\lQ 47
5,298.41
0.00
0.00
0.00
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Compulation of Tax
15. Amount 01 line 14 texeblo et 6% rate
linclude values Irom Schedule KI
16. Amount 01 line 14 texeble at 15% rate
linclude values Irom Schedule KI
Principal tax due (add tex from line 15 plus tax Irom line 16)
Total Prior payments:
(a) Amount Paid 0.00
(bl Plus Discount 0.00
(cl Minus Interest 0.00
19. Balance Due llina 17 minus line 181
Make Check Payable to: Register of Wills, Agent
... PLEASE RECHECK MATH'"
10.
11.
12.
13.
14.
17.
18.
~
(111
(12)
(13)
(14)
(15)
0.00
x.06-
(16)
x.15-
0.00
0.00
0.1'10
Undor penalties of perjury, I daclare that I have axamined this relUrn, including accompanying schedules and $latemenll, and to the best of my knowledge
and bolief.lt is true, correct, and completa. Declaretion 01 preparar other than the personal representative is based on all inlormation 01 which praparer has
an nowlo go.
(17)
(IB)
0.00
(191
3(, s...J!t!novor St. .....Cnrlislc., PA 1701::\
SIGNATURE O...PilEPA tEll Ol;tJ~1l WAN REPRESENTATIVE ADDRESS
11-.2-&'3
DATE
'?h;<J-? 3'
DATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "E"
CASH AND MISCEllANEOUS
PERSONAL PROPERTY
ESTATE OF
BENNIE WARRrlN SELF
(All proplnv olntly-owned with the Righi of Burvlvonhlp must b. dlaclo..d on Sch~ul. "F".
ITEM
NUMBER
1.
2.
3.
FILE NUMBER
21-80-514
DESCRIPTION
VALUE AT
DATE OF DEATH
Balance in Checking AccoWlt No. 8-07117 at Fanners Trost Company,
Carlisle, PA
1968 Ford pickup truck, as appraised
1968 Chevrolet Caprice, as appraised
1,869.47
250.00
200.00
TOTAL (AI~o enter on line 5, Recapitulation)
$ 2 319.47
(If more 'pICI I. nHdIld In.." eddltlon.llhMt. of ..m. .In)
2033
FAIHlEI<S T\lUST Cd
wESI HIGH 51 'lOX l?O
CARLISLE p~ 1101"1
1
Il[NNIE ... SELF
35SI'IllNG 110
.CAilLISLE Ph 17013
001
--~_._-_._~---_.
srr,llMEtll !lATE
n/l21~)
953.56
1.819.40
c,
9C1.55
TOT,/lL ClltCK5 "tiC on.,rlt I)t~;;~I"U"'U' n
. IITSl N 11I"~
10
CfU:01TS/DtPOSl'S AND D"t.ANCI:
pALANer.
OAL.lrt.NCt rHCV'OUS STAltMttn tOTAL.O[I'O'.ol'S ANOOlll(RCRlOlTS
"U"'llIU
01111"''1
r:.1tI:CK5 ANO OTHeR OI:n1TS
ll"H
PAlO
DepOSITS AND QHlen cm:01TS
S'f"'UOL. "MQUIl' UAn SYMBOL. ",.,.OUNT
1',1110
54.00 3117
1 B'l. Ov 3/113
46.00 1,/07
lIlIl.aO '.lOB
~ 1. ')0 1.1 II,
1 \', . 0 ,) i, 1;'"
1 , . \ '.' './111
Idl.nll ',I" 1
~, . '10 ~II 11?
UPl . a 0 ')I/.O
1\ I ~rl p'nil(illtl:l1! "'-'1:
.__---.-J.... . ",
11'\1^111 III'" 1'/11",\ !'III11 "I" r'II'
11"11' .1
" : I ~, " ' ~ I l' I I"'" 11111 I I I " I . .:: ..' 't':"::: . .
I,
.
21i'J.41i
1.000.00
1,)(1.111)
I-liO. uil
20C.OO
\
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ACCOUUl UUMijCIl
SII'V,r.r
(1'''''(,1
.co
O~H::
3117.
3/1',
311 /
311 ~
1,/07
'. I {"
1./1"1
1,11 t_
1./;' I
',II II
it I ~~ 'J
5/Cl
5/02
5/05
5/l0
8-07117
111
"Rt':iCIH U~L~NCr.
1.1369.47
953.~i;l.
1.275.0?!
1. 1 H'J . Co? :
\.OOl.O~'
?, r,n, . fl',' :
i #',',',. "/,':
1 . I I,'. "'J
1 ., '1.. q;' .
J . I ~ 1 f.. I J ; ,
I. (:r,tJ. fl,'
1. '/I 1.0:'
1. I! f, 'J. II/
1. e5/. 47
2.(57.47
1.869.47
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WA YNE SWARNER'S
AUTO SALES & SERVICE
RD *2
GARDNERS, PENNSYLVANIA 17324
Phone 486-5427
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"''''aUNT I:NCLOSED $
TERMS
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DATE AND DESCRIPTION
PLEASE DETACH AND RErunN WITtl "OUR REMITTANCE
CREDITS
CHARGES
PAY LAST BALANCE
IN THIS COLUMN
, <:0-
PREV'OUS BALANCE_
fA /(I~ 0 ~ C C~..V o/ef
Sf;R,'# /(.t'3? S' Y /3t. ',- Z~5-
tv!fi'!'t. "I b'~ /( T. /~?-/..,., S" ::Ou / ')
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WAYNE SWARNER'S
AUTO SALES & SERVICE
, .
~ankcy(}W
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SHERIFF'S C? Ii ,., rJ /
flAr.1E '\ ,
SUNOCO SERVICE , ':'-~ -- .
/....... ..).~_..
Phono: 2.19.1103 ADDRESS -"', -.~- <, ,,' '\., Q bJQ 9551
1230 HARRISr.Ur.O PIKE at Micldlosox .. 'J \I.'
V \l
CARI.ISLE. PA. 17013 ' , I it )"'( (I.'
CITY (~, ,. "./' \ t. \' I) '...:.)
OAT!,_I (,. '1,1) /CUST, ORDER 1I0pVJlEN PROMISED PHONE
AUT, PMIT !lD. tlllr.1E OF PART !:,l,E
MH. YEAR" MAKE OF CAR. TYPE OR MODEL ISERIAL NO.
. I MOTOR NO,
LICENSE NO. I MILEAGE I WRITTEN BY
.,
- D[SCnl;'T1D~ Of. v:onx' A:.iQIJUT
J t.; h ;') )- CI.Y .- / Vyl"l.. )S,: oU
' I " :. / II ,/ ' Ji / . -- ,(.:' !
;:~ II, ..' ~ I r,' . . -- /- I', 'II '
.
.
-
G.~S, OIL & G:!E.1SE CHEel( DELOW LADOROHLY
- LUIl~IC"'TE
GAU.GAS OIANGE PARn
, , EtlGIIlEOIL
-
TOTAL PARTS ~ an.ou. lRAHS/('S510H ACCES50ItIES
-
. ACCESSORIES - TmES J\i:O TUUES LBS. GREASE DlrfCRENTIAL GAS,OIL
&G"CASE
1I1le. -
WASH IIERCIlAHDI5E
POllSl1 SUIILET
R[PAIRS
'. TOTAL GAS, l~::I~E ~ TAX
\ OIL & GREASe ...
TOTAL ACCESSORIES ~ AUTHORIZED BY TOT AL ~
STIMATES ARE FOR LABOR
\ ~LY, MATERIAL ADDITIONAL
I ~I"U AUftClI,U '''I no" ..,..t. ~.I '0 I' 0""" "\0001 ."" ""'".""4'''''11. lOU"_ ':1\11 ...'lOu......., o,nu,
nO'1 "lllleLl,o. ",,.'0111 0' ""'.', "1',CfIOOl 0. I>U...UIUIII.,I.I,U1U'IIU.IOO......IC'.LIfIl'IUCUlC1n.acUOol
.10" '1111ICLI IOUe'JU ,". -.., 0' U'AlllllllllfO. II I. ___......._..___..............-..."
...................---..""-...-.......--..
PAY THIS ^
AMOUNT iiI
,.
, .
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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SC ..DULI::. ,."
TRANSFERS
BENNIE WARREN SELF
FILE NUMBER
21-80-514
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1--------------------------------
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1. Old decedent make any IIfatime transfer of property without receiving n veluable and adaquale consideration which wes .
. to take affect In possasslon and anjoymant el or efler dealh. or in which Ihe decedant relein,d ,lth,,:
YES NO
X
a. the possession or enloyment of or the right to income from the property trensforred7 or,
b. the right to d,slgnale Ihe persons who shall possess or enjoy the propartY transferrad or Income; or
c. a reverslon,ry InterMt7
X
. 2. Did decedent In his lifetime make a transfer, tha consideration for which wes transferea's promise to pay income to,
or for the benefit or care of, decedent?
x
----------- - - ----- --- - - - ------ ---
3. Old decedenl. at any time, transfer properlY, the beneficial enjoyment of which wes subject 10 ch,nge because of a
reserved power to alter, amend, or re"oke, or ...mlch could revert to decedent under terms of transfer or by operation of
law7
------------------- ----- -----
4. Old decedent within two years of de,th trensfer e mete rial part of his or her estate without receiving a valuable and
adequate consideration 7
- ------ - - -- ------- - ----- - ---
ITEM
NLIMBER
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW.
DECEDENT'S DOLLAR VALUE
% OF DECEDENT'S
INTEREST INTEREST
TOTAL VAWE
OF ASSET
DESCRIPTION OF PROPERTY
ASSESSED
VALUE
A.
R,al Estate:
1.
B. Person,1 PropertY:
1.
TOTAL IAlso enler on line 7. Recapitulation) $
Ht more ,p.c:. I. n..o-' In..n .ddlt1tm.1 th..U of ..m_ ,I III
x
x
..
.I~.I_ . '.1 1',ll
SCHEDULE "H"
FUNERAL EXPENSES.
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BENNIE WARREN SELF
ITEM
NUMBER
1.
2.
DESCRIPTION
A. Funeral Expenses:
Hoffman -Roth Funeral Home, Inc.
Westminster Cemetery, Inc.
1. Personal Representative Commissions
B. Administrative Costs:
3.
2. Attornev Fees
1.
Family Exemption to Linda S. Self, surviving spouse
C. Miscellaneous Expenses:
Estate costs advanced by Landis & Black
TOTAL (Also enter on line 9, Recapitulation)
elt more ,p,c. I. nHd~ Int.n addltlon.l,h.." 0' ..m. .1,,)
FILE NUMBER
21-80-514
AMOUNT
2,179.86
855.00
2,000.00
74.80
$ 5,109.66
..
IJI.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT"DECEDENT
ESTATE OF
BENNIE WARREN SELF
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
ITEM
NUMBER
DESCRIPTION
1.
Carlisle Hospital, open accounts
I
i~
',:
TOTAL (Also enter on line 10, Recapitulation)
(11 mort IP.CI r. "..d~ In..rt .ddhlonl' th.." of Mm. IIII)
AMOUNT
$
188.75
188.75
. .
SCHEDULE "J"
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ITEM
NUMBER.
1.
2.
ITEM
NUMBER
1.
BENNIE WARREN SELF
FilE NUMBER
21-80-514
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT
A. Taxable Bequests:
Linda S. Self
35 Spring Road
Carlisle, PA 17013
Wife
Intestate Share
Nichael J. Self
Route 3, Box 7
Roxboro, NC 27573
Son
Intestate Share
NAME AND ADDRESS OF BENEI=ICIARY
AMOUNT
B. Charitable Bequ.ests:
TOTAL CHARITABLE BEQUESTS (Also enter on line 13. Recapitulation) $
(If mar. 'PICIII n..:Ied In..n additional ,h..t, of ..ma ,Iu)
j
REV. 1547EX (3-83'
BUREAU OF ACCOUNTS SETTLEMENT
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 2055
HARRISBURG. PA 17105
NOllCE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCllONS, AND ASSESSMENT OF TAX
ACN
101
DATE
ESTATE OF SELF BENNIE W FILE NO. 21 80-0514
DATE DF DEATH 05-09-80 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO 'REGISTER OF WILLS,
AGENT" .
EDWARD L SCHORPP
36 S HANOVER ST
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
~l,!,!: _A~9~~ _ ,!:Hl~ ..L!~E_ _ _ _ _~ _ !l!'! ~I~ _ ~~V'!~R_ !'913!19~ _ ,=-O_R_ Y91,l13 _ R..E~P!l~~ - ~ - - - - - - - - - - - - - .
NOllCE OF IhtlERITANCE TAX APPRAISEMENT. ALLOWANCE OR OISALLOWANCE OF
REV. 1547EX (3-83)
ESTATE OF SELF BENNIE W FILE NO. 21 80-0514
DEDUCTIONS AND ASSESSMENT OF TAX
ACN 101
DATE 09-06-83
TAX RETURN WAS: I X ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate ISchedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest Ischedule C)
4. Mortgages and Notes Ischedule D)
5. Cash & Miscellaneous Personal Properly (Schedule EI
6. JOintly Owned Property lschedule F)
7. Transfers Ischedule G)
B. Total Assets
) CHANGED
I 1) .00
( 2) .00
( 3) .00
( 4) .00
( 5) 2,319.47
( 5) .00
( 7) .00
2.319.47
( B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. FunerJI Expensesl Administrative Costs/Miscellaneous
Expenses (Schedule H) ( 9)
10. Debts/Mortgages/Liens (Schedule U ( 1 Dl
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule JI
14. Net Value of Estate Subject to Tax
NOTE: If an assess...nt was previously Issued, lines 14, 15 and/or 16
reflect fIgures that Include the total of.ill returns assessed
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate (15)
15. Amount of line 14 taxable at 15% rate (16)
17. Principal Tax Due
TAX CREDITS:
5.109.66
188.75
(II)
(12)
(13)
(14)
and 17 wIll
to date.
5,298.41
2,978.94-
.00
.00
.00 X.06=
.00 X.15-
(171
.00
.00
.00
PAYMENT
DATE
RECEIPT
#
DISCOUNT (+)
INTEREST l-I
AMOUNT PAID
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
. TDTAL DtJE
.00
.00
.00
(If Balance Due is less th.n $1.00 no payment is required)
.(
p.
~{.
"..."'
:c
RESERVATION: In Ihe evenl Ihat any future inlerest in Ihis eslale is lransferred in possession or enjoymenl 10
collaleral lClass BI heirs of Ihe decedenl aller Ihe expiralion of any eslale for life or for years. Ihe
Commonweallh hereby expresslY reserves Ihe righl to appraise and assess transfer inherilance laxeS al Ihe lawful
collateral (Class B) rate on any such future interest.
Purpose of Nolice: 10 fulfill the requirements of Section 709 of the Inheritance and Eslale Tax Act of 1961 172
P.S. seclion 2485-709).
Objeclions: Any parly in interesl not salisfied 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 (60l 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 lf any lax due is paid within Ihree 131 monlhs alter Ihe decedent's death. a discounl of
five percent (5%) of the tax paid is allowed.
. the discount period is calculated in calendar months. Example: date of death 1 - 1 5-82.
discount period expires 4- 1 5-82.
Except for tax on a future interest. inheritance tax becomes delinquent nine (9) months from
Ihe dale of dealh.
. 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
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
constant until the delinquent balance is paid in full.
Estates that become delinquent on or after January 1. 1962 will contain a variable interost
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 c BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR.
. If a tax balance remains outstanding for more than one calendar year. a separate interest
determination must be made for each year at the applicable rate. (Only one calculation
is necessary :f 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 Remil Payment Detach Ihe lop porlion of Ihis Notice and submil wilh your payment 10 Ihe Regisler of Wills
of the county shown on the Notice.
. Address information is listed on page 13 of the booklet. "Instructions for Inheritance Tax
Return for a Resident Decedent."
. Make check or money order payable to: Register of Wills. Agent.
6/27/43 to and including 12/31/81
1/1/82 to and including, 12/31/82
1/1/83 10 and including 12/31/83
6%
20%
16%
.000164
,000548
.000438