HomeMy WebLinkAbout80-00740
i"
.':.1
'.
, -..,~,
'".
,,',-,r
_/1,'...
-i$,-
.~~..):'~
I,it:
"
"','
-"i
to
~ :....,
to)
i; ~ ' ,
.
I-l
0 ~ .
~ ~
,f'o ~
C) .....
CO 0
.
-
,N ~
. - ~
0 10
-
Z Ul
/I-.U"~ J'P
F'I"" No, REV.... RHIS FOR" REQUIREO IN AU. ESTATES WITH GROSS ASStS" U_O..O.OOO, UHOER 5(CT1ON 701 OF ACT 01' JUNE II. '06'. EFFECTIVE JANlJAllT .. ..... IF,IL'IN
~~TEWlTHConOFWlUAnACHEDI ,;:).I'~" -7 '-(-0 ""'<'('
OFFICE OF' THE REGISTER OF WILLS
*'
rnmhp,...l~nn
County 01
305 Wes1ev Drive. Mechanicsburq. Pa.,
(Add,...1
FRANCES ~I. ZARKF.R.
(Name)
of
being duly
sworn
according to law. deposes and says thaOle is the
dauahter ~nn ~;n~ ~pn~nt
llIX~~ lC][lltl
of Ihe e.lale 01
T.l1F.T.T,1I T.. .TIICOTlS.
who.e la.1 realdence wes 305 !'les ley Drive. Lower
(No) ISt".t)
[>.11 pn 'I'nwn"h i p.. Ctlmhp.r1 "nil Gllitoased. and Ihat the whole of Ihe estate 01 said decedent. who died Nov. 6.. 1980,
(CUy. BOfOUgh af Town,hIP) 1011e)
conal.t&d of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE
PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES. GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS
Real Estatll
Estimated
Value
-'
NONE
NONE
NONE
Personal Properly
!
NONE
.:>
NOTE: You may expedIte the processing of this return by filing with it, and as a part of the return
letters from financial institutions or mDrtgage holders. certifying to amounts on deposit or owed by th~
decedent as of the date of death. Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and Indicate clearly amounts of principal and interest In the decedent's
account at the date of death and the type of account, account number and the exact name or names In
which the account is re stered.
JainUy Held Property
Estimated
Value
T. ('hp"ki ng 1\r.r.onnt *49-11-BO 80. Dauphin Denos;L t Bank and Trust
('omr~nYr oppn..rl 2/]0/7B. in ioint names with Frances M.
3 1B2.21
17.=t......ltOT"
1'\"1"n,,.. ,,~ of date of deAth. 56.364.42:
? ~""; ng" 1\r.r.onn t * 0 4.=.fi=.O~j) ,_.Jl<llJI'l1.iILlli'!PQsi,t_Ba!!lL and Trust
('omp~ny .-cpene.d....lQ/..llIL1.8..,-- iIL;i-QiDt_J1.<lJ1)eEL ...,.;iJ:~_I1'1=-ances M.
'7.;::I,..kf-ll'"
R" 1 "n(!e~s_aL_da.t..e of death. witl:L.?-.f:_csued interest
$1,164..77:
S 2.39
4 B64.202
'f U't,t,.
'l'OTAL:
Transfers within TWO YEARS Prior to Death
NONE
NONE
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of
another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK Oil OTIIER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEI'OSIT 1l0X
TillS SAFE DEPOSIT 1l0X IlENTED
IN NAME Oil NAMES 0.'
RELATIONSIIIP m' JOINT
HOLDERS TO DECEDENT
,
N nNF.
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
(State rull nameao( all and their addrcs..~!l who have an in-
terest, vested, contingent or othrrwi'le, in estate.)
RELATIONSIIIP
(If tilrp-children or
illegitimate children
art~ involv('d, ~t
forlh litis fact.
AGE OF LIFE
TENANTS OIl
ANNUITANTS
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
SURVIVED
DECEDENT
STATE YES
ORNO
Penns 1vania 17055
Dau hter
Yes
,
A report Is required on:
SECTION 742 OF THE INHERITANCE
AND ESTATE TAX ACT OF 1961.
1) Joint Savingl Accounll
2) Joint Checking Accountl
3) Tru It Accounto
4) Joint invedment DeCOU"tI, such as
certificates of dltposlt, share accounts,
and 10 forth.
5) Accounll held by hUlband ond wife
and third partlel.
"When money is deposited or inveded In a financial
I..tltution located In Pennlylyonlo in the nomoI of two or
more ".nonl other than hUlband and wife 0' In the name of a
P.ie'lon or penon. in trUlt for another or others and one of the
partlel to the depolit or Inyeltment Ihall die, It Ihall be the
duty of the financial Inltltutlon within ten (10) day" after
knowledge of the death to notify the Department of Reyenue
thereof glylng the nome of the decealed penon, the dote of
the croatian of the joint or trult depollt or Inyestment, the
amount inyosted or on deposit at the dato of death with the
financial Inltltutlon and the name and add.... of tho
survivor or survivor. to the account. No notification shall
be required In regard to such account wh.n the deposit at
the time of death doel not exceed three hundred dollars
'($3)0)," (Emphasis added).
No r.port II required on:
11 Husband and wlf. accounts,
2l Joint accounts with a balonce under $310.00
3) Accounts held by the decodent Individually,
."
"
OAUK NO.
60-8,
..RCl:-UC..;"71
COMMONWEALTH Of PENN\YLVA~IA
DEPARTMENT OF REYENUE
DATI:: FILED
NOTICE OF DECEDENT ACCOUNT STATUS
N~.ber 10, 1980
ST'" TUS Of ACCOUNT NOI (JOIN T, THUsT. OR INVE!;TMEH T
04
October 18, 1978
RETURH COMPL ETED
FORMS TO LOCAL COUNTY
INHERITAHCE TAX OFFICE
N AMES ON ACCOUNT
Luella 1. Jacobe 01'
Frenoe. H. Zarkel'
SOCI AL SECURI TY NUMBEf>(5)
202-20-1800
OECEDENT INFORMA
N
NAME
SURVIVfHG DEPOSITOR (Beneficiary) INFORMATION
RELATIONSHIP
TO OEC EDEN T.
Da te.
OATE OF DEATH
hale.. H. Zerlcel'
NAME
Luella 1. Jaco1ls
Ro..ber 6.80
AD PH ES
~,~ \/ee1e7 Dri.e, .pt. 12'
ADDRESS
", Veele1 Drife. Apt. 125
Heo1Ioalollbul'lh Pa. 170'5
CITY
Heohe.nicBlnlrS, PII. 17055
"
BALANCE OF ACCOUNT AT 000 $
INTEREST "CCRUED AND COLLECTIBLE AT 000 S
TOTAL S
BANK AUTHORIZATION
I HEREDY CERTIFY THAT THE INFORMATION CONTAINED HEREIN IS A
CORRECT REPRESENTATION OF INfORMATION IN OUR FILES IN ACCORD
WITH SECTION 742 P 1 &. E TAX "CT OF '961.
SIGNATURE ~~ F1N,AN~IA7.~N"-.ESTlGATOR
__/~ u.<-~_i" /"\" i.. '(./-t.:-..-:J-:o..../"--
BANK/INSTITUTION ADDRESS
1)n\IPblB DapCllllt Beak and 'l'rUst CCllllp~
Pcmlll'Oolt orNoe
2551 Walwt Street
BarrillbllrS. Pa. 1710:5
'~'.J,\.-.,
SECTION 742 OF THE INHERITANCE
AND ESTATE TAX ACT OF 1961.
"When money is deposited or Inve-sted in 0 financial
lnatltutlon located In Pennsylyanla In the namea 01 two or
more DOnona other than hUlband and wife or in the namo of a
p':enon or persons in trutt for another or others and one of the
partl.. to the depaalt or Inv..tment shall die, It ahall be the
duty 01 the Ilnanclal Institution within ten (10) days alter
knowledge 01 tlIe death to notify the Department 01 Revenue
thereol glylng the name 01 the doceased person, the doto 01
the creation of the lolnt or truat deposit or Inyestmenl, the
amount Inyested or an deposit at the date 01 death with the
Ilnonclallnstltutlon and the name and oddre.. 01 tho
survivor or survivors to the account. No notification ,hall
be required In regard to such account when the deposit at
the time 01 death doea not eKceed throe hundred dollars
. ($3)0)." (Emphaa" added).
.'
---..--.--.
'\
A report I. required on:
1) Joint Savlnga Accounh
2) Joint Checking Accounta
3) Trust Accounta
4) Joint investment account., such 01
certifl cates of deposit, share accounts,
and so forth.
5) Accounts held by husband and wile
and third parties.
No report is required on:
1) Husband and wile accounta.
2l Jolr.t accounts with 0 balanco under SIlO.OO
3) Accounts held by the decedont individually.
"'-ESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED /
Nm.-E: L~t rirlt five ittmll in thr apacC':1I M) providrd. oblll'rvr. oolations thrreon. and inlltnu:tkJns. /
"- DEBT OR CLAIM NATURE OF SAME AMOUNT THI~ifkOMN
"'" "EGIS ER ONLY
Funnal expense! paid 1 1/
~,. /
Family exemption (will not ~ allowed unit" 1/
decedent died residing with a spouse or children.) /
Administration Expensu .
/
Counsel fee's.
Fiduciary commillion . //
//
OTHER DEBTS AND CLAIMS
(.) Sot! Note below j'
;/
/
/
~
,
"
,
,
,
/
/
/ ,
/
// "-
/ "-
V/ ~
Tolal ,
Note: The estate agrees toadyise the Register 01 Wills if the amount actually paid in settlement 01 any lee, commission or debt is greater or'
less than the estimated amount claimed and allowed.
Subsc.-ibe<! and sworn to belore me this ' " , , , ' ,_ , ' . ' ,_ , ' .. . ' , ,;f/l, CI.."", .<.<\.> , . y....,.., ~C\-'\-~~\\.:.. - ... .
(_I6*x~tt)
.. __ .... _ .;<~#.?...... ' day 01 .. ..November., , - .. " 19..80
~j'- r ~;l.re:,?.., __' p', Notar.y, .Pub,lic,
My)tornmission Expires August 11, 1983
, . ,39,!?,~~~?).~y, - p'J;',i,y~....,...,. - -- -.......
(Street Num~er)
,__t-j~cha.n;i,csb.~;t:g". __l'il, J_, P.Q?!?, -, -...
(CitJ/ ur Town Qnd Statt)
HaYing been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this I
.. .. .. . __ .. . .. __ ' __ .. __ __ __ , __ , __ , day of __ __ __ ' __ , .. ' , , , __ , __ , , . -- -- -- -- --, 19. , , ..
--- --
- ------~-
Appraiser
In ~e eyent that any luture interest in this estate is transferred in possession or enjoyment to collateral heirs 01 the decedent alter the
~xpir~tion 01 any estate lor Jile or lor years, the Commonwealth hereby expressly reserves the right to appraise and assess transler
inhentance tllxes at the Iawlul collateral rate on any such luture interest.
......... ................................. .................
REPORT OF 'filE REGISTER OF WILJ.S
I, the undersigned duly elected Register or Wills in and lor. _ _ . . . . . _ _ . , . County, Pennsylyania, do respectlully report that I haye I
allowed debts and deductions In the amounts claimed by deponent, except as to those items where a greater or lesser amount is set lorth in
the Iut coJwnn to the right in said schedule aboye, which greater or lesser amount represents the sum allowed as a deduction. I
Doled:.. ....J~.::..IS..~.r. 1..................... ... ~ /,1" / - /!. .<. '!l ''-~...'''' ......
""-r-'t'. R<IIilll.r~
~ ] Po
.. r:.1 .,-f ..J
:l :s .c <
'>0 r:.1 ~~ III rJl
rJl a -
- :3: .. < (""J .
< III 'll '" !:l: .,.,r- ex> ",,-;I>
l:r: 0 0 0 ,..,~
~ u ~ ~ .. Po. em
Po. 0 > Po. _.:u me
Po. ~ ~ ;;. < ~"'" :z ,:;::0
.. < .. r:.1 /"] l-< Ul ~o = .....0
~ = Eo< at c Q --"" <:: f-.,rTI
r:.1 .. I ~ i c r-", ,'9
.. < H .-l <lI Z --- N
c:i is =: Po. %~ ,.11 '.:,:':J'
" ti -=:: < "-.,11
Z Eo< ~ ... 0,% --"
- l>l H " t; :~v~ >:l :";::j
~ ..J <Ii -5 - "'!'Tl
C 0 '"
" ~ ~ .. 0 -:"1::': ."
.~ - '~
... l:r: <lI Po. -"
~ .; r:.1 ..J ..J ... ~ r:.1
5 0 c !:l:
;:; OJ ... "
'" >.
~ " ... ~
i .~ .2S c
=E :s "
! ._'" cO 8 8
~< ,
-
~
0
....
.c
~ Ul
~ i:>:: ~ Ul ~
-< 0( .0
0 0
Z \OJ ~ U (- ."
0 :>- ro
.., c '0
lo.l Q) '0
tIl M r;
;::l H M <1l
<>: M
...l ro t-
..: o-i s.. Q)
- M '" .0
U Z '" :< l~ <Xl
- 0 ::> 0 ~ ~ ,n
'"' o-l o-l U N
~ -
0 ~ ei
~ ~ ~
... 0 Vl 0 z ei
en lo.l Vl >- r- ei
- lo.l Z
Z ~ ... lo.l Z
:l 0 - 0 l:r: Z :<: lo.l \OJ
Z ::E z ... 0 ::> u " z
- ~ ~ 0 8 ;::
;!; tIl -
lo.l U ...l
-------------------------
, ..._...... __ r ........__ ~ -~ =-r:>I . _a
f >>. REV.1182EX I .'. ,
'~' " ; ,':' -':, COMMONWEALTH OF PENNSYLVANIA
'4 Nol" 6 9-8 02 DEPARTMENT OF REVENUE
i ' ,', OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
I .
ill
;
II
=
.-
;' ~
~( RECEIVED
Jj FROM
-
TAX AT 6%
TAX AT 15%
s
TAXAT_%
~ADDRESS
Second N
ESTATE TAX
1>
'--eS-TATE INFORMATlciN7 -- --- -- -----
DArE OF DEATH
TOTAL TAX CREDIT
FILE NUMBER
LESS DISCOUNT
m PLUS % INTEREST
(fROM R-I':_R' TO" _f:_A1 , Rn
( .015)
m TOTAL AMOUNT PAID , !In
DATE OF PAYMENT
NAME OF DECEDENT
COUNTY
--------------------------------------------
POSTMARK DATE
REMARKS:
~
PAID IN FULL
SEAL
RECEIVED BY
,
.. 'I
/ / /.
,[' /IJ.t-,J
rl SIGNATURE.I
~
I
REGISTER OF WILLS
--------.---- - ----------.------.- ---
)' ..._.... __ _ __ ___ - ___r--A
>>)\Ev;1162-EX'~;'-':>-"'-"'''_:'''::'' - -,-- - - ",
l~'i':\}!':'i">;:.--" '.' . COMMONWEALTH OF PENNSVLVANIA
. 4 'No.K<' 69798 ..... ... , DEPARTMeNT O' ReVENUE
; ;;:C,/' .., ..... .... . OFFICIAL RECEIPT. PENNSVLVANIA INHERITANCE AND ESTATE TAX
l r"':-"", ....
! ~
'I 'II
. It
! ::
1 ,
:.1 ~~ RECEIVED Frances M. Zarker
;! I FROM
, ' 335 Wesley Drive
1'\" ___,ADDRESS
Mechaniclburg, Pa. 17055
, '
I:
:
lAX Al 0",_'._.
rAX Al lb'" '
lAX Al__'1.
[51AI[lAX_
---ESrATEINFORMAi'iON7Novi~.i-ii~-T98 (f------
DA rE OF DEATH'
21-611118
FILE NUMBER
November 4, 1981
Luella I. Jaoob.
cUlllberland
m
m
PLUS
,FROM
TOTAL r AX CREDlr
119.87
LESS DISCOUNT
% INTEREST
TO_I
TOTAL AMOUNT PAID
119.S7
.11
. , I
1(;
.."/ I
diFb-"(~/
SIGNATURE
DATE OF PAYMENT
NAME OF DECEDENT
COUNTY
----------- --------------------------------
POSTMARK DATE
REMARKS: PAID ON ACCOUNT
k
RECEIVED BY
SEAL
I
I I
1---------------------------------
I
I
I
I
j
I
,
I
,
I
\
I
1
f
.1
i
HEGISTEH or WILLS
REV0455 E)(. 13.HO)
COMMDNWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
.'
Estate of UJF.T.T,A T. ,TI\(,OR~ Date of Death 11/6,1RO
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No. '1 _RO_0740
Claimant
FRANCES M. ZARKER
Relationship to Decedent
DAUGHTER
Claimant's Address 305 WESLEY DRIVE. MECHM'JT~!=;RnR~. P'RT\JN~VT."nNTb 1 7n~ c;
ITEM
NO.
NAME OF PA VEE
REMARKS
AMOUNT
DATE
'- .:;..,. -
" ''-
- O. :.->~
Zl~
lr :~:;-:.
." "'- ~;':'j
,., .-0;.
:1:0 I :::-J
<:J >0::-.,-
'u
~ ~'-'
po ,
TOTAL THIS PAGE --04 292. 86
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funerjl} C4I
expenses and expenses of administration submitted to the esta~a5;deductions f~r Inh fllance Tax purposes. .q;< 7:t '0.-
../' . --' '(11'/ .r ~_. ~) ,d /78 I
SIGNATURE of''ATTonNEVIF~\' .fOAT'
OFFICIAL USE ONt'fl
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S .~ r fl.:?IJ AT & PERCENT.
/ tJ -F3-1'/
DATE:
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent priDr 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, tombstDne 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 tD this schedule.
A family exemption of 52,000 may be claimed by a spouse of a decedent who died dDmiciled in Pennsylvania.
If there is nD spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same househDld 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 I ntestate Laws.
t"' "" " n > t'1 E; ~
z > 0 0 " tIl
C'l n c: " .., z ::: z t'"'
t'1 t<l ;;0:: Z ::<:l > 9 - 9 t'"'
:z: z t'1 .., t'1 .., Z
" .., -< t'1 -
~ 9 '" '"
z 0 Vl 0 ..,
9 ":1 ":1 ::0
~ ~
0
":1
0 ":1
-
Z n
-
;I>
t"'
c:
tIl
t'l
0
Z
-< -< :(
t'1 t'1 ~
:l> >
:ll ::<:l
I
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemptiDn is being claimed, indicate the claimant's name, address and his/her relationship tD the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign cDnsecutive 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 cDlumn 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.
INFORMATION
To Insure prop" credil to your eccounl. tho namo 01 Ihe estale and fila number should be clearly print-
ed on the check or money order.
This essessment is modo in accordance wilh Secllon 70B of Ihe InheriIDnce and ESlate Tax Act of
1961 (72 P,S, ~ 24B5.70BI,
To the exlent that inheritance lax is paid wilhin Ihree (3) months after the dealh of the decedent. a
discount 01 five (5) percent is allowed (72 P_S, ~ 2485.716),
Inheritance TalC, other thon tax. on a future interest. is due at the date of the decedent's death and becomes
delinquent at Ihe e.piration of nine (9) months alter Ihe decedent's death (72 P,S, ~ 24B5.71 11, Inheritance
Ta. on a luture interest is payable within three (31 months alter the Iransfer lakes ellect in possession and
enjoyment end is delinquenllherealter 172 P,S, ~ 2485.7121, Calculale inlerest from the delinquenl dale 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 ,D5D
2 months ,010 5 months ,025 8 months _040 " months _055
3 months ,015 6 months _D3D 9 months ,045 12 months ,D60
1 days _00017 " days ,OOlB6 21 days ,00352
2 days _00034 12 days ,00203 22 days ,00369
3 days ,00051 13 days _00220 23 days ,00386
4 days .0006B 14 days ,00237 24 days ,00403
5 days ,oooB5 15 day. .D025D 25 days ,00420
,
6 days .00101 16 day. ,00267 26 days _00437
7 days _0011B 17 day. _002B4 27 days ,00454
B days _00135 lB day. ,00301 2B days ,00471
9 days .00152 19 day. _0031B 29 days _0048B
10 days ,00169 20 day. ,00335 30 days ,00500
--- --- ------------------ -- -- ------ --- -------- --- ---- - -- - --------- -----.
Any party in interest, including the Commonwealth and Ihe personal repre.enlative, not salisfied with
the assessment may object thereto within si.ty {6DI days alter receipt of this NOlice as provided by Section
100101 the Inheritance and Eslate Ta. Act of 1961 (72 P,S, 9 2485.10011,
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INttERITANCE TAX
ASSESSMENT
*'
COUNTY FILE NO:
~I- ~()_. 7tftJ
TO:~I],.(,v-W( 0 ,()~ -M '3(,v~bL-'
3.35 l/J:",i~ ;:~.Q..
---~( ~rR1i\~_U) t~ 1 K
DATE
err (tV
.. II ~
ESTATE 0, 'W>!.t,
dl xU'1l/O
( Ii, /1 1\
COUNTY '-~):Iil,J.OI'lA
(' ,
(Vi J !- /0')/
DATE OF DEATH-LI A ::J ( G
l(_
9
I(,H
\I ~
:. 'OJCrl J~
FILE NO,
J7c:)5S
Appraised Velue 01 Estate:
Real Estate
$
+
Personal Property
Jointly Held Property/Transfers
+
$
Total Gross Estate
Total Approved Deductions
$
Clear Value of Estate
Less: Approved Charitable Exemptions
Clear Value 01 Estate Subject to Ta.
$
Amount Ta.able @ 6% Rate
s
tax due
$
Amount Ta.able @ 15% Rata
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$
1/9 ?7
.. .. .. * .. * A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
$ /19 ,Y7
/I-l/-'-~I
s /J 9 _ r''j t $
s
=
t
=
t
=
Interest accrues at the fate of six (61 percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE S
,t"
/ ,'-r..-;./
Sel! Information on Reverso Sldo
: ',:' i .' ': -r ~ ;! .. r :. II ! '
INFORMATION
To insuro proper credit to your account. the name 01 tt,c estate and file number should bo clearly print-
ed on tho check or money order.
This assessment is made in accordance with Section 70B of tho Inheritance and Estate Tax Act of
1961 (72 P,S, !j 24B5-70B),
To the extent that inheritance lax is paid within three (3) months after the death of the decedent, a
discount of five (5) percent is allowed In P.S. S 2485.716).
Inheritance Talt, other than tax on a future interest. is due <It the dale of the decedent's death and becomes
delinquent at the expiration of nine (91 months alter the decedent's death (72 P.S. S 2485.71'). Inheritance
Tax on a future interest is payable within three (3) monthS after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S. 9 2485.7121. Calculate Interest from the delinquent date shown
on the face of this form to the date of actual payment using the following intereSI table:
---------------------------------- ---- ---------- - ---- --- -- ~----- -- -- -- -----
1 month ,005 4 months ,D20 7 months ,035 10 months ,05D
2 months ,010 5 months ,025 B months ,040 11 months ,055
3 months ,015 6 months ,030 9 monlhs ,045 12 months ,060
1 days _00017 11 days ,001&6 21 days _00352
2 days ,00034 12 days ,002D3 22 days ,00369
3 days ,00051 13 days ,0022D 23 days ,00366
4 days .0006B 14 days ,00237 24 days ,004D3
5 days ,oooB5 15 days ,00250 25 days ,0042D
6 days _00101 16 days ,00267 26 days ,00437
7 days _0011B 17 days ,00284 27 days ,00454
B days ,00135 18 days ,003D1 2B days ,00471
9 days .00152 19 days ,0031B 29 days ,0048B
10 days _00169 20 days ,00335 30 days ,00500
-- - -------- --- ------- --- ----- - -- - - -- - - ---- - - --- --- - - - - - --------- ------
Any party in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (601 days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P S ~ 2485.100 1),
Make check or money order payable to:
"Register of Wills. Agent"
Mail to the address listed below:
INFORMATION
To insure proper credit 10 your account. the name uf tho estate and hlu number should be clearly poriol.
ad on the chock or money order.
This assessment is made in accordance with Section 70B of the Inheritance and Estate Tax Act of
'961 172 P,S, ~ 24B5-70BI,
To the extent that inheritanco tax. is paid within threo t3) months after the death of the decedent. a
discount of five IS) percent is allowed (72 P.S. ~ 2485.716).
Inheritance TaK, other than tax on a future interest, is due at the date ollhc decedent's death and becomes
delinquent at the expiration of nine (9) months aher the decedent's dC::Hh (72 P.S. 9 2485.711). Inheritance
Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter 172 P.S. ~ 2485-7121. Calculate interest from lhe delinquent date shown
on the face of this form to the date of actual payment using the following interest lable:
--------------------- ---------- --- ------------ - - - --- - ----------- ------ -----
, month ,005 4 months ,020 7 months ,035 '0 months ,D50
2 months ,010 5 months ,025 8 monthS 040 , 1 months _D55
3 months ,015 6 months ,030 9 months ,045 12 months ,D60
, days .00017 11 days .00186 21 days ,00352
2 days ,00034 12 days ,00203 22 days _00369
3 days ,0005' 13 days ,00220 23 days ,00386
4 days .0006B ,4 days .00237 24 days _00403
5 days ,OOOB5 15 days ,00250 25 days _0042D
6 days ,00101 1 6 days ,00267 26 days .00437
7 days ,0011B 17 days ,00284 27 days ,00454
8 days ,00135 1 B days ,003D1 2B days .00471
9 days ,00152 19 days ,0031B 29 days ,00488
'0 days ,00169 20 days ,00335 30 days .00500
-- ---------------------- - - - - - - --- ----- --- -- - --- ----- - - - --------- ------
Any pany in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (60) days alter receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Ta. Act of 1961 (72 P,S, ~ 2485-1oo1),
Make check or money order payable '0:
"Regis,er of Wills, Agent"
Mail to the address listed below: