HomeMy WebLinkAbout80-00710
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:0;0. 21.80
PETITION FOR LETTERS OF ADMINISTRATION
IN THg ESTATg OF :.........fJ3?(;.,:.~'....;f;,....J?!::::.*~~................. DECEASED.
To ...... ........,.. ......... ??1'{~:-::-::I'" (.,.. ~.'?':-.~~ i.~................,.."",.,........,.......,..,..."......,
Register of Wills 1'01' the ClllUltl' of Cumhe1'iallll, ill I he ('Ollllllollwealth of Pellllsyl\':lllill.
The Petitioll of .........,.. ...... ..:/i,:.6.:.C':t,/l...r.(.,"!:rk.!.... ..... .............i~.' ..;'..'.;:...51'.......'.;..............""........
.......................................................... rc:-;pect full \' sho\\'c lh t ha t .."".......t...~.:(:-;.t:!:....~7:....... ~!;~:.;~.~........................
'j . f...
'd t f 1);-,....,.,.. Towllship (' I. '1' I Counh' Shte of Permsyl
was a reSI en 0 ..........................................................RoroHgh . ..unl >el ,\1)( . . .. { . . -
vania, Bnd a Citizen of United States, and deparJed this life intestate in the County of .f~';!:,'-!:.":::.4.~....
.................... .............. ...... and Sta te 0 f ................. .(~ ~?,';;;?t;,~J~';?:,:;;~-f,i........... ................. ........................... ......... ........
on ...:?f.t0.~................ the .............../,:::~............. day of .........7.k!:,::.~~.0::'".................... A. D., 19..[::....
at the age of ,....~..'t..... years.)
That the said .................~!~~...r:...f:...);,~!.:':7fK..(....................... deceased, left surl'ivinl( the following
named widow or husband, heirs and next to kin. to wit:
710
.
.'
Name
Relationship
Residence
.....;\}.f..!U!."!;'fr:r~:,.)!f:L!.h:4..~.7. /1
pu /.1>-< I, X-v/r I!""":.." ;:C.
................................................./..............
d -;> jJ l - c......c",e. I? .
::::;~::?)i::!.:,?~~;;::?i:~:::;e:::::
........~~(i:..!0:1.~...,.........
.......!L..........ti.....1.~."'.. ..r................,....
ItA /.,
.......@/.t:;..,~1::.:;~..........
.........I.'if,f.........,......... ,..x.. ..'}A.., ,........
........f.I";~:':'il!::.\.,..,,.,.........
......... .~-;;;:.:::........ .................
...... ../.J?3.~-'):qj:"........,...
...............:<'.~r.:....,..................
................................................................
................................................................
................................................................
................................................................
................................................................
................................................................
................................................................
................................................................
That those above named include all of the nexl of kin. so far as known.
The said decedent was possessed of personal property to the estimated value of $...~.y.;.e.~...............
and of Real Estate, less incumbrance, to the estimated value of $....1.,'.~"f.~.;.;~~'............ as near as can be
ascertained.
, J2 ~
That the said Real I~state in so far as is known is 10, "'ated in ....!i.'::;~0l~':/4,,,..::.;;,~!~.;.'::':?.!o:.,......
'~ (' ~ /,7 '9'
......,....,.......................................l~....,!.o;;..t.'!r;..!:....2.~.~..;....~:~................................................................................
Therefore, your petitioner(s) respectfully apply(ies) 1'01' Letters of Administration in the above
named estate.
Dated ..............,...!/.:T.::......:\............... A. lJ.. I!J..(~...
Signature alld Add.."ss
&1~
of Petitiolllll"(:-;)
.......R.~t:9.)~t..(\:\,"....J\.,(M'cJ'~C..,.......... ., f'.
............. J: ..u.:.. :~::'!:.....!,{............,............. ..,......... .........
Y. /, If /./
/:./\ ( .I (/.t-'~\r /f....... 1"7-,7&
.........................................1..............................................
.:<1- ,r-t-' -.710
11-lSv 0'3
...........................................................................[i;.~
\
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COUNTY OF CUMBF.RLAND I
[)o II )J'
........, .......,....... ............,..,.....,...............,: .I.~( -i. ,T.....,.., l' ~ ":.r-f~:......."..,...,........,............. ..................,...,.......... named
in the above application heing dul)' .........:;.~"c.,,:........................... according to IIlW, sa)' that the facts set
forth in the ahove application arc true 10 the 1ll',1 of ..;f:.,~...... knowledge and helief.
.........~k.~.::~...~........................... and :;ubscrilJccl
before me.
rur :"- l.:.
....~1....4.:.... . e""t:..~,..~.........~~~.;~~~~....
Filed: . .....,...,..Y.I,:c......~....t:.'j..0:..."...................,.
COMMONWEALTH OF P\':N:\SYLV AKIA
.......'....'\~...~;.k.~~.....~..~....'.:q\....~'~.~..~~~~~:........:
,.......................................................................................
........................................................................................
Attorney:
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COMMONWEALTH OF PENNSYLVANIA 1 ii;;;' I '~:9
55' 01'- .n '0
COUNTY OF CUMBERLAND' ri~ ..", :.:;;
f) n ==: : ."
f \' j,)CJ - '.,
.......................................,..............,:.......::.~::.':.tl!.........J.~&............................................,.......'.::c:petitiiiner (s) c,>
I i"-
being duly .................i1f.i.,:P.n............................ according to law do .-f.r.1....... depose and say that as the
administra t",~........ of the estate of .............t.~;.<:::,<!....(..J:l.!.~1.~L...........................................................
OATH OF PERSONAL REPRESENTATIVE
~~~.~~~~~..::::::j~::::::::::..~;;;..:~;;..~~~..~~~;.~..~~~;~.i.~~~;.~~~.~~~~~.~~.~..~~~~~~;~.:.~;~~~~..~~~.~~~.~;~~.~~.~:;~
deceased, according to law. And also will diligently comply with the provisions of the law relating
to Transfer Inheritances.
......,,~.:r.:-,...:t::......................,..,... and subscribed
before me.
..........:J.t,::Y.................'?:............,.. A, D., 19..f.':....
R~ff..(i...:..,#tM.~....................
...,......R..~~t,..i."..j\.Q,MgJL~.....
............................................................................................
DECREE
. 7th November 80
Be It remembered that on the ......................,......... day of .......,....,................................... A. D., 19..........
Letters of Administration in the estate of ................ ...........................f.g?F.l....?."....~~.!-!gJ.~,........................,
Penn Township
. ................ ..,...... .......... .......... ......... ..... .......... ............ 1a te of ...... .............. .......... .........,...,... ........,.. ............... .............
. Robert H. Naugle
Cumberland County, PennRylvama, deceased, were granted to ...........................,..........................................
........................................................................................................................................................................................
Witness my hand and official seal the day and year af,o~aid. ')
."....~14.:.~7/...,(:,,~,... .~t.{.~~..,.........
C" jI ~.1 Register
J7.~
21.80 710
No.................................
Renunciation and Request
-----
Of t NAcird
In th. Matt.r of th. Estate of ...............1....../l&.L.........:..........,......................................................................................
To .................:.......iJ1(~....(.:...~?............................................................ Esq,. Register for the Probate of
."~~
Wills and granting Letters of Administration for the County of Cumberland. in the Commonwealth of Pennsylvania.
...'t:h..... the undersigned, being th. ....::~I.,,;fr."!-!..I)f~;~...rY.:.6r.~r.1:~\-,ctL.)!.l4,:.~~r..~~........:.........
..W~.I...d..r/.:>,..~!::+....g~.4.~Lt....!.~.~.a~:.~..I....t.....(f...'"".C...f...'..)1(.t7l-~.7..fLH;..~;
..................................................................................................................................................................................................
...... ..........................................................................................................................................................................................
..................................................................................................................................................................................................
do hereby renounce ....................q~~................................right to have Letters ...&(..?~~.:gii!.~!.~..................
.................................................,........................ on said Est.te issued to ....,......................................................................
............................................,~........................................... ................................... and do hereby request you to grant
the s.me to ......~::~.~....~?~~~.,..J~-f:?.~.L.H:....21tl;.~!3.......,..........................................................................
/Ir
Witn.ss....~'.~1.....h.nd......, ...,... ...nd seaL..........,.. ..this...... ................1...............................................................
day of .......7.1t1Jf."!::.!!..<:.l.............................A. D. 19..z.:-~
Sealed and delh'ere( i~ presence of
........:L-L,ry(...r..;:t;!~rf.>)!................
......................a,:c,...tc...(,flf..................................
..mJ41.,..jCi..~~(L.S.)
.!.h.w.....m.~~..t{.0:!.~ S.)
............kU..b:~~~~.................(L. S.)
...............................................................................
................................................................................
..............................................................__(L.S.)
................................................................................
................................................................(L.S.)
................................................................................
................................................................(L.S.)
................................................................................
................................................................(L.S.)
Estate No. ~.~.~.~.~.........,....?~ 0
BOND
KNOW ^I.L MEN 8Y THESE PRESENTS. That we.
) .t
" .l. /' J
:1,,+:-../ '. .1:,...) .<~~':::cl.c.... ........................
principal.....,..,
and ....
......_.....................1 suret............,
arc held and firmly bound unto the Commonwealth of Penns)'h'Jni.l, in the sum of ....................................................
.......................................................................... Dollars (S. ...
......). to be paid to the said Commonwealth,
her certain attorney or assigns. to which payment, well and troly to he made. we do bind ourseh'es, jointly and
severally, and our and each of our heirs, executor!>, Jumini ~tr;1tors, SU(((.'ssors and assigns, firml)', by these presents,
for and in the whole of the said sum.
-,';-
SE^LED and dated the ................. ...:1..................
)L.~.r"
r.
19..........
.. day of .
..................................................,
WHERE^S. the abo\'e oamed ..........).):~///Jr(~7/.<........................................................
...................................................................
........................... ..................................................................................
has or ha\'e made. or is or arc about to make. application to the Register of Wills of Cumberland County.
Pennsylvania. for the gr, an! of letters ......,./:.?~."""?.'d..l'd..t.Y.o:.t:0."'......................................................................
') ~t/ /7
on the estate of .........'!.~~kf......":::....'i..l..'::::::1.e.. .................. late of ......t!./'::c.~:....l:.~.'::."::~:(:p.~:..........
Cumberland Coonty. Pennsylvania, deceased:
THE CONDITION OF THIS OBLIGATION is. that if the said personal representati\'e ..........., or any of
them shall well aod truly administer the said estate accord ing to law. this obligation shall be \'oid as to the personal
representative or representath'es who shall so administer th c said estate; but othcrwisc, it shall remain in force.
SE^LED aod deli\'ered in the presence of
_..__QQ~k_..jl...._j}Q:'-~:;EAL)
..C;U=..-Jl!,~liT.1J.lZ1G.1l~-~1!AL)
.. - Q,,{~~~~<~, - r1f,- -LLJ5{/>>J.Pg:J ~::AL)
.... ____ n n_ ___ ____ ___ ________________ _ (SEAL)
_.. ...__ nn________________________n_ (SEAL)
--------.-----------------------------------
------------------------------------------.
-------------------------------------------
----------------------------------------..-.
-------------------------------------------
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
Robert H. Naugle
~_.- -----.-.- ----------- - .----- -_.------~.
being duly --5worn-.--.-'- according to law, deposes and s.ys that he ..._Administr.ato~.--
._______u ___.. .n.. ._p. of the Estate ef Pearl E. Naugle
Penn Township
late of ' Cumberland County. Pa., deceased and that the
within is an inventory made by .'_ _Robert>>. l:l<lugle __ _ _n___' the saidl\Q.ministrator
of the entire estate of said decedent, consisting of .11 the personal property 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 to
and subscribed beforo me,
~~~~2Jm~
,December 7, 19 81
~ ),'1 () '7'
Robert H. Naugle
Mir;i ':
C,ir:;~:':
Address
My CO:";l;;>-~
.---
. Iffj
Date of Death _._lst--.
Day
--Hov:ember
Month
1980
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional .ssets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Invenlory of Ihe reo I and personal eslale of
PEARL E. NAUGLE
deceased.
Real Estate located at R.D. 5, Box 3B6,Carlisle
sold to Leonard R. McKee for $7,500 on July 7, 19B1
Cumberland Valley Savings acct. l47B46
cumberland Valley Savings Acct. OB-6BB336
Cumberland Co. National Bank, checking 76410497
Household furnishings
7,500. 00
5,015. j67
8,001. :67
126. 72
1,715. 50
229. 93
530. 80
70. 00
Comm. of Pa. retirement rebate
Social Security, sept. Oct. 19BO benefit
Real Estate tax rebate
$: 3,190. 29
REV-449 EX+ (3.80)
COMMONWEALTH DF PENNSVL VANIA
DEPARTMENT OF REVENUE
TRAHSFER INHERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Insfructions on Reverse Sido)
.
E I Pearl E.
state 0
Lost Address pine
Naugle
Road
Dote 01 De01l1
November 1, 1980
R.D. ~ Box 386
Sociol Security No. 203-10-1841
(Huntsdale, pa.) Carlisle ,Pa.170:aareou File No. 21-80-710
(ell")
(SlATE)
(ZIP)
County File No.
1. Decedent di ed:
( ~ Intestote (without 0 will)
( ) Testote (leaving 0 lost will--copy ottached)
2. Is the filing 01 0 Federal Estote Tox Return required lor this estote? Yes_ No x
3.
) Executor/Executrix
( x) Administrator! Administrotrix
Address
Robex:t H. Naugle
P.O. Box 1
Nome
York Haven, Pa.
17370
(CITY)
(SlAn::)
(ZIP)
4. All correspondence should be moiled to (x ) Attorney
) Fiduciary.
5. If on ol!orney is representing the estote, indicate:
Name George F. Doug las, Jr.
Address 27 W. High st., P.O. Box 261
List all sole deposit boxes registered in the decedent's individual nome\,or jointly with, or os on ogent or deputy
of onother, or in decedent's individuol nome with right 01 occess by onot er as agent or deputy. Include the name
ond address 01 the bonk or other institution where the sole deposit box is locoted, the name (s) in which the box
is registered ond the relationship 01 the joint holders to the decedent.
.---c.ar]i~le, Pa.
ICITY) (STATEI
] 701 ~
(ZIPI
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAIHTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IH WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
None
Under penalties 01 periury, I declare that I have exomined this return, including accompanying schedules and
stotements, ond to the best of my knowledge and beliel it is true, correct and complete.
'./' K~~ l\!. '\\{l..ltJ~ ~ 7. rTSf
SIGNATURE OF FIDUCIARV DATE
PENNSYLVANIA INIIERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE rOR RETURN
Section 701 ollho Inhelilance and Eslale TaK Acl of 1961 provides Ihal the following pel sons shall prepare and file
a relulIl:
a. Tho personal reprosontatlve of the estate of Ihe ducedent as to plOperly 01 the decedent administered by him
and such additionall"nperty whrch b ollllay he subjecllo Inherilance TaK of wtlich tie/she shall have or
acquire kunwledge;
b. The Irausferel1 ulllloperly upou the Iransfer of which Inheritance Tax is or may he imposed by the 1961 Statute,
including a trustee of prollClty lransfellod in trust, provided lhatno separClle return need be made by the transferee
of proporly included in the return of a pClsonal represeulative.
2. PLACE rOil FILING
The relulIl Is 10 he liled iu duplicate wilh 1I1C Register of Wills of the cOlillty whereinlhe decedent resided.
3. TIME FOR FILING
The IOluIII is due nine 1II0nths after Ihe decedent's dealh, unless an exlension fur filing has been applied for and
grauted by the Secrel,uy of Revenue wilhinllte nine-month period.
4. FAILUHE TO FILE RETUHN
Seclion791 of Ihe 1961 Statole provides that" . . .any person who willfully fails to file a return or other report
required 01 hilll. . .shall be personally liable. . .10 a penally of 25% of the lax ultimately found to be due or $1,000
whichcvCl is Ihe lesser to be recovered by the Department of Hevenue as debts of like amount are recoverable by
law."
5. TAX RATES
Inheritance Tax is payable at the rate 016% ontranslers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate 0115% as to all others.
6. PAYMENTOFTAX
The tax assessed on Ihe Iransfer 01 property reported in Ute return is due 9 months alter Ihe decedent's death. Interest
at the rate of 6% per annum accrues Ihereafter until payment is made. All payments received are first applied to any
interest which may be due with any remainder applied to lhe 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 01 the counly wherein the decedent resided and are
received subject to the final delermination of the Department 01 Revenue.
7. FAILURE TO PAY
The taxes imposed, together wilh any Interest thereon, are a lien upon real property, which lien remains in ellect until
the taxes and Interest have been paid in lull. The taxes may be sued for against any real property in the decedent's
estate or against any properly belonging 10 a transleree liable lor the tax,
8. FILING OF FALSE RETURN
Any person who willfully m~kes a false return or reportlequired of him shall, in accordance with Section 793 of the
1961 Statu Ie, be guilly of a lIIisdemeanor and, on conviction thereol, shall be sentenced to pay a line not exceeding
$1,000 or undergo Imprisllnmentnot exceeding one year or both.
REV"450 EX+ (10-80.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE" A"
REAL PROPERTY
(Instructions on Reverse Side]
ESTATEOF Pearl E. Naugle
I
liTEM DESCRIPTION ESTIMATED DEPARTMENT
NO. MARKET VALUATlOH
VALUE rOFF/CIAL USE ONL YJ
I Real Estate located at R.D. 5, Box 386,
I Carlisle, Pa., described in Deed Book 13 U
23, sold to Leonard R. McKee on
1 July 7, 1981 (See attached deed copy) $7,500.00
,
:
i
,
,
TOTAL S7.'inn nn 7.rro.H ALJ
n' .,
If add,tional space is necessary, use 8Yz" x 11" sheets..
INSTRUCTIONS FOR COMPLETING SCHEDULE "A"
"
Schedule "A" should include a detailed description 01 all real property located in Pennsylvania
and held solely by the decedent or held jointly with anather individual (s) as tenants in cammon. List the
decedent's percentage al awnership and the estimated market value al the decedent's interest. (Praperty held
as joint tenants with the right 01 survivorship or tenants by entireties should be reported on Schedule "E".)
All real estate located in Pennsylvania should be described by lot and block number, street
address, number of acres and general description 01 land and buildings. Alsa, include the book and page
number in which the deed is recarded and the exact title as indicated on the deed. II the properly has been
sold, attach a copy af the settlement sheet. II the property is subject to a mortgage encumbrance, include
the name 01 the mortgagee, date, rate 01 interest ond the outstanding balance on the date 01 death and
attach a statement Iram the mortgagor verifying the outstanding balance.
Property taxes and interest on mortgages as of the date 01 death, assessments and other
encumbrances shauld be listed on Schedule "F". Do not deduct them on Schedule "A",
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfel cf any malerial part of his estale without receiving
valuable and adequate consideration? (Answer "Yes" or "No".)
2. Did decedent, within two years of death, lransfel property from himself' herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" 01 "No".) _
3. If the answer to one or two above is "Yes" and the tr(lnsfers ale claimed 10 be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certi ficate.
c. Affidavit by the attending physician indicating Ihe state of decedent's h~alth allimc of transfer.
d. All other information supporting nontax(lbility of tlansfer.
4. Did decedent, in his/her lifetime, make any transfel of properly without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment al or after his/her deillll? (Answer "Yes" or "No".)
a. Was there any possibility that the property transferred might return tv tr<lnsfelor or his/her estate or be subject
to hiS/her power of disposition? (Answer "Yes" or "No".)
b. What was the transferee's <lge at time of decedent's death?
5. Did decedent in his/her lifetime m<lke <lny transfer without receiving <I v<lluable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her !ife or any paried 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".) _
b. The right to deSignate the persons who shall possess or enjoy the property transferred or inceme t1lerefrom?
(Answer "Yes" or "No".)
6. If the answer to five 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 ior which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "N~".)
8. Did decedent, at any time, transfer property, the bOleficial enjoyment of which W<lS subject to change, because of
a reserved power to <lIter, amend, or revoke, or which could revp.lt to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".)
9. If the answer to eight above is "Yes," was the power to alter, i1Inend or revoke the interest of lhe beneficiary reserved
in Ule decedent alone or the decedent and others? (Answer "Yes" or "No".)
I1E:V-4,3 EX+ (10.S0)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
~
~~
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(lnstructiolls on Reverse Sic/c)
Estate of Pearl E. Naugle
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Margaret A. Wagner dau. yes 1/4 reS~C1ue
330 N. Baltimore Ave.
Mt.Hollv Snrinas.Pa.17065
" Naunle
P.O. Box 1
York Haven Pa. 17370 son yes 1/4 residue
Jeannie Pechart
R.D. 5
_. ., . " - . ~n' ~ dau. ves 1/4 residue
1)~ T. .. " "
107 N. Pitt st.
Carlisle, Pa. 17013 son yes 1/4 residue
-.---.-- ----
The abave beneficiaries were living at the time of tile decedent's death except for the following:
NAME
DATE OF DEATH
If additional space is necessary. use aw' x ,," sheets.
REV-4S4 (1.80)
COMMONWEAL 1 H OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(Instructions on Reverse Side)
'*
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
Estate of
PEARL E. NAUGLE
"
P
TOTAL E VALUE OF DEPARTMENT
ITEM R
DESCRIPTION MARKET C DECEDENT'S VALUATION.
NO. VALUE E INTEREST IOfficial Usa Only)
N
T
NONE
TOTAL THIS PAGE ,4~ .A ..t!-
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule" A". Describe all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relatiol'lship 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. I ndicate the market value of the decedent's interest.
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COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of F~/u::l D. lla\:l~lc Date of Death 11/1/80
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No. 21-80-710
Claimant
Relationship to Deccdent _.
Claimant's Address
ITEM
NO.
OATE
NAME OF PAVEE
REMARKS
AMOUNT
~i~'g2er of Wills
Robert Thumma
Letters/Administration
bond for Adm.
Paul Seiders, trash remova
Masland Assoc.
Communit Ambulance
last illness
last illness
2
Funeral
Hoffman Roth
Eric pechart
's Conrad
ine Newcomer
lock and ha
ard work
real estate taxes
for house
filin debts
fHin final
a vertJ.sJ.ng
a
raisement
15.00
60.00
18.00
..lliL
1,160.00 ,
1,160.00
10,9,?6.08
account
e F. Dou las
Jr.
attornev fee
TOTAL THIS PAGE
I hereby certify that to the best of my knowledge and belief the forcgoing is a just and true statcment of debts, funeral
expenses and expenses of administration submitted to the estate as dlducti~ns f,~r Inheritanct:x purposes.
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SIGNATURE OF ATTORNEY/FIDUCI Y DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
AT
PERCENT.
REGISTER OF WILLS
DATE
. . .
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.
GENERAL INHERITANCE TAX INFORMATION
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
shauld 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. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate LawS.
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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 remcrks 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"
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IN TilE COURT OF CmU-lOtI PLEAS OF CUl1BERLAND COUNTY, PENNA.
ORPHANS' COURT DIVISION
IN RE: ESTATE OF PEARL E. NAUGLE, LATE OF PENN TOI'lNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED.
STATEMENT OF PROPOSED DISTRIBUTION
The Accountant herein proposes to distribute the said Estate
in accordance with the Intestate Act of the Commonwealth of
Pennsylvania:
1/4 of residue to Margaret A. Wagner $2,932.31
1/4 of residue to Robert H. Naugle 2,932.30
1/4 of residue to Jeannie Pechart 2,932.30
1/4 of residue to Richard L. Naugle 2,932.30
$11,729.21
R~~.1\~
Robert H. Naugle
COM}10NWEALTH OE' PENNSYLVANIA )
COUNTY OF CUMBERLAND )
S5: ,
Robert 11. Naugle, being dUly sworn according to law, deposes
and says that he is the Administrator of the Estate of Pearl E.
Naugle, deceased and that the averments of the within Statement of
Proposed Distribution are true and correct to the best of signer's
personal knowledge, or information and belief.
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4 'NO K" :69813 DEPARTMENT DF REVENUE
, '(';:<'" ", ,OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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ESTATETAX
$775.00
car1ie1. PA 17013
'--eSTATEINFORMATIDN7--------------------------
DA TE OF DEATH
TOTAL TAX CREDIT
FILE NUMBER
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
DATE OF PAYMENT
m
m
TOTAL AMOUNT PAID
'775.00
NAME OF DECEDENT ..arl B. Nau le
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------- -- - -- -- ------ --- - -- ---
POSTMARK DATE
'. REMARKS:
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"PAID 011 ACCOUNT"
SEAL
RECEIVED BY
I
REGISTER OF WILLS
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INCOME
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PERSONALTY
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NONE
TOTAL INCOME
NONE
TOTAL PRINCIPAL
$23,190.29
CREDITS
The accountant herein credits himself with
Evening Sentinel, advertising
Register of Wills, letters of administration
Robert Thumma, bond for Administrator
William N. Baker, appraisal of real estate
Recorder of Deeds, transfer tax on real estate
Paul Seiders,trash removal
Masland Associates, last illness
Community Ambulance
Hoffman Roth Funeral
Carlisle Radiology, last illness
PP&L
Carlisle Hospital, last illness
Carlisle Hospital, last illness
Paul Seiders, trash removal
Eric Pechart, lock and hasp on house
Dennis Conrad, yard work
Katharine A. Newcomer, real estate taxes
Eric Pechart, perk test
Darr-Thumma, renew administrator's bond
Register of Wills, filing debts, appraisement
Register of Wills, filing final account
Register of Wills, estimated inheritance tax
Anne M. Cox, notary
George F. Douglas, Jr., attorney fee
Robert Naugle, administrator's fee
Cumberland Law Journal, advertising
TOTAL CREDITS
the following:
~~:n~
60.00
25.00
75.00
25.00
215.00
35.00
2,278.00
20.00
.84
672.20
4,502.25
25.00
10.00
125.00
21.41
70.00
60.00
15.00
60.00
775.00
10.00
1,160.00
1,160.00
18.00
$11,461.08
RECAPITULATION
TOTAL DEBITS
TOTAL CREDITS
BALANCE FOR DISTRIBUTION
$23,190.29
11, 461~08
~' 729.21
_R~ (\.{-1\~U
Robert H. Naugle
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E.
It NauglePearl
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. CUMBERLAND VALLEY SAVINCS AND LOA.N ASSOCI
and fOI 1..lIlnu 01 uidtllcl' Ihncot III 1I'1tlr JollIl lIam". ducrihcd al ""rudd. e....~ I':~d ,. aU
pllnlllnl 10 In' ooe ar ma,e 01 Ibt )0111 Ifnlnl.' .Ipalarr'l.. .ho_ IIl'1aw. 10 .., Ullnnr~ ;~llo. "I"
Ibl.t ICtOllll1 all. 10 pa,. witholll '11' IIlblhl, lor ''IIC'' f1'rmtllll 10 '11' olle or Ihl' 'U~I'D.<Q;'.am'OI"l '1
anr lime. II I. acrl'fd b, Ib" Ilmllarr f1lrtln wl1h I'Ic. olhn lod br Ibe p.rtlu wllh Jail Ihll .., lueda
pl.ud I" or Iddl'd 10 Ihl' 'CI'ODIII b, In, OIl' al lb. plrtln II alld IbaD b. I'OlIelulluJ, IAtellded 10 bot a
,ill al Ihal Ilmt 01 .lIeh Iuadl 10 Ihe olhcr Ilpllo", f1lrtr or plCtI~ 10 tb. u'1Il1 01 hil or tlrelr p" nt.l
lalnut ia Ihp &tlOllal. YOII Ifl' aulhorlltd 10 .eccpt ehl'<b aad olher lalll'\lmCa'" '01 ul'dll '0 IUa atl'O""
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.nd Ib.1I 1101 lit lI.ble for .ell 01 b.n\. .c"lnc II a,",I.. au..a,,,,I. ., olbtn 01 fOI .., c....II'. Suit
'undl are aol wllhd,...able IIl1tl1 eollrt:ltd. Au, amoua' DO' eollrc:IM. 'ol.Ibn with .., kl.. .1 ..,CD"
Ineuntd ulllln 10 'be leUunl. ml, ". chltl" ,. IL ne official ,roa, ClIlDmlU.. .1 ,.. laIl1talloD it
alllholit.rd la Oil' abullet 10 e"I Oll' 901' II '011'1 It 0' a<<IUI, .1 drl ..mN" tn_ J'" .. J.... ..111
thia Plas, I. (lDe.U.d UI .,hl.,.
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JOINT ACCOUNT - 1 Sip.'.... 1M- WitW"..
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INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLYl
File Number
GJ Original
o Supplemental
o Remainder
21-80-0710
Estate Name
Pearl E. Naugle
Date of Death
November 1, 1980
Social Security Number
203-10-1841
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser In and for the County of Cumberland
Pennsy/vanlo, do respectfully reporl that I have appraised the real and po..onal property os reparled In the foregoing
retum ot the values sot forth apposite each Item In the last column ta the ~ght in S hodules "A", "B", "C", ond "E"
,
,
Dated: January 27. 1982
RAISER
AaJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISEa caDE (HARRISSU RG USE aNL Y)
R.al Proporly (Schedul. A) S 7 500 00+ 92+
Personol Property (Schedule B) 15 690 29 10+
Jolnl.Held Property (Schedule E) None 20+
Tranoler. (Sch.dul. C) 0 30+
TOTAL GROSS ASSETS 23 190 29
Leas Dabts and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Lifo Estate !!!ll FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUT A TION OF TAX
$
$
$
$
$
6%
Tox on $
15%
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAl. TAX
INTEREST FROM
BALANCE
TO
$
$
$
Lou Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ $
$
=
$
+
=
BALANCE
TO
$
REV"Ul EX+ 11..0)
INHERITANCE TAX
APPRAISEMENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
EDE T
GlORIGINAL
o SUPPLEMENTAL
Estate al
Pearl E. Naugle
File No.
21-80-0710
Coun ty
Cumberland
Date 01 Death
November 1. 1980
In the event that any future Interost In this ostate is transferrod In possession or enjoyment to collateral heirs of tho decedent after the
eJCplrotlon of any estate for life or for yeors, the Commonwoalth hereby expressly reserve_ the right to appralso and auen transfer
Inheritance taxes at tho lawful collateral rote on an such future Interest,
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Total Reo\ Property - SCH. .. A" . . . . .. $ 7,500.00 Unreported S $ 7 500.00
2. Total Personol Properly - SCH. "8". . . . $ 15,690.29 Unreported S $ 15,690.29
3. Total Jointly Owned Property - SCH. "E" $ None Unreported S $ None
4. Total Tronsl... - SCH. "C". . .'. . . . . $ None Unreported $ $
TOT AL GROSS ASSETS I $ 23,190.29
LIFE ESTATE DANNUITY DREMAINDER
TOTAL VALUE
$
I do hereby certify that the above appraisement is mode in canlormity with Pennsylvania law and has been Iiled this
day with the Register 01 Wills. ~ /
_~O~,~~ January 27,1982
APPR~ DATE
REV.~U8 FO (7-80)
~~
'., .~~.,.
NOTICE OF FILING OF APPRAISEMENT
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
Mr, Robert Naugle
P.O, Box 1
York Haven, PA 17013
,
RE: Estate 01
County 01
File No.
Pearl E. Naugle
Cumberland
21-S0-0710
Dear Mr. Naugle:
You are hereby notified that the original
appraisement in the estate 01 Pearl E. Naugle
has been filed in the office 01 the Register 01 Wills 01 Cumberland
County an January 27 , 19SL. Said appraisement reflects the fallowing valuations:
Real Es tate
Personal Property
Jointly Owned
Transfers
Total
$ 7,500.00
15.690.29
None
Nonp.
S 23.190. ?9
As to such tax that is paid within three months Iram date 01 death, a live (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (Iifteen months
when death occurred Irom December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) Irom date 01 death, interest at the rate 01 six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may abiect thereto within sixty days
after receipt 01 said notice as provided by Section 1001 01 the Inheritance and Estate Tax Act 01
1961,72 P.S, 2485-1001, P.L. 373.
Date
January 27, 19S2
Signed
~,~
Chief Aooraiser
Title
NOTE: This is not a bill.
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REV. 1B07 (AS)
ACN
101
~
DEPARTMENT OF REVENUE
BUREAU OF ACCOUNTS SETTLEMENT
P.O, BOX 2055
HARRISBURG. PA 17105
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE
ESTATE OF NAUGLE PEARL E FILE NO. 21 8D-OnO
DATE OF DEATH COUNTY
NOTE: TD INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTIDN OF THIS FORM WITH YOUR TAX PAYMENT
TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO: REGISTER OF WILLS. AGENT.
GEORGE F DOUGLAS JR
27 W HIGH ST
PO BOX 261
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISfER OF
WILLS IF PAYMENT DUE
~~~~9~~_~J~~!~~--------------------------------------------------------
.. INHERITANCE TAX STATEMENT OF ACCOUNT ..
ESTATE OF NAUGLE PEARL E FILE NO. 21 80-0nO ACN 101 DATE 08-29-83
THIS STATEMENT IS PROVIDED TO ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN
BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND.
IF APPLICABLE. A PROuECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORO AOJUSTMENT: 01-27-82
750.25
PRINCIPAL T AX DUE:....,..,.......-....-.."................,........'....'...................."......"....""..,..............,.....,.."..".....'..'....-.'..
P A VMENTS (TAX CREDITS):
PAYMENT RECEIPT
DATE NUMBER
AMOUNT PAID
DISCOUNT +
INTEREST (-)
16.12-
775.00
12-10-81
069873
TOTAL TAX CREDITS
758.88
BALANCE OF TAX OUE
8.6'3CR
INTEREST
.00
TOTAL DUE
8.63CR
(If Balance Due is less than $1.00 no payment is required)
* IF PAlO AFTER THIS DATE SEE REVERSE SlOE FOR CALCULATION OF ADDITIONAL INTEREST
RETAIN THIS PORTION FOR YOUR RECORDS
1 "'-,~" "NO>
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLDWANCE
OF DEDUCTIONS. AND ASSESSMENT OF TAX ON
.JOINTLY HELD OR TRUST ASSETS DATE 08-13-90
COWl.lOlf'll'EALTH OJ PENNsnl,ANlt.
DEPARTMENl OF P.EVE"'UE
BURE.a.U OF INOMOUAl TAXES
DEPT. 280601
HARRISBURG. PA "'1~1l.06D'
ESTATE OF NAUGLE
PEARL
E DATE OF DEATH J.l-01-80
COUNT V
CUMBERLAlID
FILE NO,
21 80-0710
S,S.lD,C, NO,
180-01-9874
ACN
30131480
REMIT PAYMENT TO:
NAUGLE RICHARD L
114 N PITT ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
\
Amount Remitted
_ _C_UJ _ ~1:~I'!~ J~~S _ ,=I~~ _ _ _ ~ _ _ _ ..R!'! ~I~ _1:~VY~F!. !'9~!19~ - ~qF!. Y91:1~ _I!E_C.9.!'l!>~ - - - - ~ - - - - - - - '
REV-1548 EX 112-89)
NOTICE DF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSE5SMENT OF TAX
ON .JOINTLY HELD DR TRUST ASSETS
DATE 08-13-90
EST ATE OF NAUGLE
PEARL
E DATE OF DEATH 11-01-80
COUNTY
CUMBERLAND
FILE NO, 21 80-0710
TAX RETURN WAS:
S,S.lD,C, NO, 180-01-9874
( Xl ACCEPTED AS FILED I CHANGED
.JOINT OR TRUST ASSET INFORMATION
ACN
30131480
FINANCIAL INSTITUTION: CUMBERLAND VALLEY SA V & LOAN
ACCOUNT NO,
TYPE OF ACCOUNT: (X l SAVINGS
DATE ESTABLISHED 07-21-71
I CHEC~ING
1 TRUST ( 1 TIME CERTIFICATE
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
26,129.34
50.000
13,064.67
.00
13,064.67
.06
783.88
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCDUNT. SUBMIT THE UPPER PORTIDN
OF THIS NOTICE WITH YDUR TAX
PAYMENT TD THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK DR MONEY ORDER PAYABLE
x
x
TD: "REGISTER DF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST H
AMOUNT PAID
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INTEREST IS CHARGED FROM 08-02-81 TO 08-28-90
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM."
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST
(IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE
CREDIT (CRl YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
783.88
426.04
1,209.92
IS REFLECTED AS A
FOR INSTRUCTIONS. )
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PAYMENT:
D.t..h tho top portion of thl. Hotl.. .nd .u..lt with ,our p.,..nt to tho .o.l.t.r of Will. prlnt.d on
the raverS8 sid..
.. Heka check or .aney ordlu' payable to: REGISTER OF WILLS, AGENT.
'" p.,..nt. r...lu.d .h.ll .. .ppl1.. flr.t to .n, lnt.r..t whl.h .., .. duo with .n, r...lnd.r .ppl1.d to tho t...
.EFUHD 'C.), . r.fund of . t., .r.dlt. whl.h w.. not r..u..t.d on tho T.. ..turn. .., .. r..u..t.d ., .o.pl.tln. .n
",ppll..tlon for ..fund of p.nn,,'u.nl. Inh.rlt.n.. ond E.t.t. T.." (.EV-1313'. 'ppll..tlon. .r. .u.I,.." .t
tho Off!.' of tho ...1.t.r of Will'. .n, of tn. ,. ..,.n'. DI.trlct Dffl." or fro' tho D.p.rt..nt'. ,'-hour
For.' Or..rln. t.,.phon. 11n.. In H.rrl..ur. (717) 707-0"'. In Phll...1phl. ("5) 56'-Z'65 or In
Pittsburgh (412) 565-3601.
REPLY
10:
Du..tlon' r...r.ln. .rror. cont.ln.. on thl. not I.. .ho,l. .. ...r..... to, P' D.p.rt..nt of R.v.nu.. Our..u
of In.l,l.u.' T..... 'TTH' Po,t ........nt '.vl.w Unit. D.pt. '0'6". H.rrl..ur.. P' '7"0-'6". phon.
(717) 787-6505.
DISCOUNT:
If .n, t.. .u. 1. p.ld withIn thr.' (3) ..1.n..r .onth. .ft.r tho ......nt'. ...th. . flv. p.rc.nt (5Z1 .I..ount
of the tax paid Is allowed.
INTEREST:
Int.r..t I. .h.r..d ...lnnln. with flr.t d.' of ..11n.,.n., or nln. (.) .onth. .n. on. (II .., fro' tho ..t. of
...th to tho ..t. of p.,..nt. T.... whl.h ...... ..lln.u.nt ..for. J.nu.r, I, "0' ...r Int.r..t .t tho r.t. of
.1. (6Z) p.r..nt p.r .nnu. c.lcul.t.. .t . ..11, r.t. of ...016.. .11 t.,., which ...... ..'In.u.nt on .nd .ft.r
J.nu.r, I, "0' will ...r Int.r..t .t . r.t. whl.h will ,.r, fro' c.l.n..r ,..r to ..,.nd.r ,..r with that r.t.
announced by tho PA napart.ant of Ravenue. The applicable interast ratas for 1982 thrOugh 1991 ara:
'Wr lnhrut Rnta DallY tntorast Factor l!!r tnt."ast Rat. DllilY Intu.st Fueta,.
1982 ZOX .00054& 1986 lOX .000274
1983 162 .000438 1987 'Z .000247
1984 11Z .000301 1988-1991 11X .000301
lCJ85 13;( .000356
__tnte"8st 1, calculatod as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTaR
--'n, Hotl.. I"u,. .ft.r tho t.. ."0'" .,'In.,.nt ,Ill r.fl..t .n lnt.r..t c.'cu,.tlon to flft..n (15) d.,.
..,on. tho ..t. of tho ........nt. If p.,..nt 1. .... .ft.r tho Int.r..t .o.put.tlon ..t. .ho,n on tho
Hotlea, additional tnterast ~st ba calculated.
,
)