HomeMy WebLinkAbout80-00776
lti~t..S'f $ " " ,
1.-h'~(l:: \ ";',
)~~ ~;.,<.h,,"
;tt!;~~')L;;',( "
.;t;.,':.+?:.~:::,::.:,:'. .,"
'.. .':\:.'/
,':
"
,
,/
"
;':
-I';
,.-,
,:.,
.'. -!,-
....; ,:.
.
....t;..
,,<.:,).i:
"
" ,,\
.. ." ~
....'::
J'"
'-.'"
,'" ,',..
j:j
" ~
'..
, '" . ~l
"
~ :,'
'.,
~ -J:,.
".., .-
Po 'c.
0 Ii!
~ CIJ
~ , ..'
" "
! ~
0
~
~ "
CIJ
. ~
H
'~ \',
CIJ :.\\, ", 'Li,::
,~ H \\"
~ '~ \
r- ,
c t)
0 "
00 -
I 0
- " ..
N ~
- ~
. IU \D
0 -
z L:I
...."..
Ii
"
"
so, 21-80
PETITION FOR LETTERS OF ADMINISTRATION
IN nm ESTATE OF (.:'..w,R.tt:;:'..,L.."....,~"..\:t\:\'.',g,'y!~, DECEASED.
To ,...."ffi.,s;.,,~..,(.\',..,Q,..,"" ,kl2"\,\.',I,~',,, """""..""..'", ".""" ."", ",..,.", "" ,,' ,..
Register of Wills 1'01'_010 COllllty of ('1I1111",l'IlIlId. ill the ('omlllollwelllth of Pellllsyl\'llllia,
Th P ,. f '0~, C Q E' \. ..,.1.:',. /)
e etltlon 0 "........,..""..,j..,I,l.\..,.., ....,........,""-..v.'..." ;,,, ,'fi..... ....,...., ....,....,........,.., ..'....,.., ,..........,....,..,....,..:~
......,....,........'..,....,..',.."",.."",..""..", respectflllly showelh that "C".I_t,~_,J,J,,:.',"",).,,"",..,t4,.'..,.1:t~,!?..,~ R,
'd t f[~st:P'l)I^"I." I' Township C' 1'1 Ie t'St.t'ofPeI1l1s"!
was a res) en 0 ........". .... .r... . .n~.~..tfU""~l~{" .}........Horotlgh . unt Jel aile nun ~ I ~ .1 C ''; .
vania, and a Citizen of United Stlltes, and depllr'ted this life intestate in the County of ............................
- 1St t I' ''';'' 01 C '\ -1- c,-;
...................1..............,.. ... nlH Ii e 0 ....,'........<:..r.t.(.t..:\.t::. :~.....l....,....';~..,.}...:................................................................
on LJ~d,N.,~,~,<l:H:y... the ..........,~L'1,b,\\,.........., day of .....QU.'''l'........'......,....,....,...... A, D" 19..'5.0"
at the age of ,..:,:;!..~.... years,
That the said ..~..\.\\?,j:,;..~....J,",....\;l,I.l.:tt,<;;',,\?,....s.,~",.. deceased, left surviving the following
named widow 01' husbllnd, heirs and next to kin, to wit:
'776
Nllme
Relationship
..,.. !.,.~.. \.,9..\;;"",.."" ....."..
( l...:. c" K.} Residence Ml
t.e \O\\Q.\'~ C\1.""'1o( CI>.,:,\.>q\l.ou
,'~,..b"...~,~.;~,..,Et\,<,,\,g,J:\.s,!.'..d.k , \,\~,
\'1;:)<);)
~P'~,fl'~ ,'{.., t.:.,....!\J, J..\ ::tt,~,..1/?.. ....."
................................................................
That those above named include all of the next of kin, so far liS known,
The said decedent was possessed of pel'sonal propel'tr to the estimated vlllue of $....5u;?Q,:..~.......
and of Real Estate, less incumbrance, to the estimated value of $.......,..N~,O:J0..~,.., as near as can be
ascertained.
That the sllid Real (~state in so far liS is known is located in ...............................,......................,..,......
........................................................................................................................................................................................
Therefore, YOUI' petitioner(s) respectfully IIpplr(ies) for Letters of Administration in the above
named estate,
Dated ,t:\,O'IJ_,..l..y..~,....,................ A. IJ" 11l..5:,Q
Signature and Addl'e,s
of Petitiollerls)
-:j'-;; po 7l .' <
'" ',..,O?'<j5"/',C,',:..,"::.:,(..,.f_'{.<,f.-&.1.-......"....,.......
.91)'1 E-:'f",,,1l \J L_l.
..........,.. ...., _,.."..';'.,,"~.=.l'o\~'T.I-l.,\;:?,..,..,..........
\ olllo
,J:::.I"-,w-!.,"'\....b;....,.;>..J~,\......h;\.J;,L....,J::I..u..li--::?
'i..7j .-!J ') "jJ
..,,/.,1..,,1.., ,..,..,"....u........."..":..,.."'.."..........,....,....,..,::'';_I.'!;~
~/_1'1 ,,: 11-,,- v, Ik, i~, J 7);)~ 8//
COMMONWI';ALTII OF I'El':\SYI.\' ANIA \
COUNTY OF CUMBEHLANIl I ss:
.,....J1;:,9i..'f....c:",iV,.'Lits,,.e,., ,,',",'," ,," "....'," """"""""" """., ",.."""",..,.."...."",,",....,""',..,'" named
in the above application helng dlll~' ..,..5,1.0,(;),O..\\.L.......,..,.... according to la\\', "a~' that the facts set
forth in the ahol'e applicatioll are tl"llC to the Ill'st of "!5>')r" kllowledli~ and helief.
,..........""...."....,..,....," ""....'",' '" ." ,'" and sllhscrihed 1 "." ,r;:"':''?i<1;'\,, ,E." ",[t'....~,..,...."""..,....,..,
before me, """,..",.""""".."""",."".."".."..,..,""',.."..".. ,.."...,..,..,..
..,.,N,~'.,lJ........,I.I,j'Jl;&"'~..=~ A, D" 1!l..?:i..O ,.. .. ,..,...................................,..,..,..,........,......,...............,
,.....fl1&lJ!L.Cf{".'..""'..."'.."'~~~.i'~'~~~.... "",.."..".".."""""""".,",..,..,..,..,"",..,"..",....."......,...,..,'
. Decembe r 12. 1980
FIled:. ....."...."......",."",."..".,,""",...,""',..,"',.,".."".
At 101'IIe)": .,.J~D...........,.,..,..,..........................,....,..
OATH OF PERSONAL REPRESENT A TIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
1ss:
.......,..........::Pg,~.Vl,...~....t:,..N..,I..\,.t:x,~.~'?u...,........,...............,.....................,........,............,.., petitioner(s)
being duly ,....,'?..\.:\-t..<;:;..;;..C\........,......,.,....,.,..... according to law do ..~,.;:;,., depose and say that as the
administra ,:t:~.iX. of the estate of ..,...C..(,j,!?:t.i,:o.....,L,....,J\...I.,\11,,gJ~.......::s:.I?,..............,..............'
.....................................................................................................................................................................................
deceased ,:c.,..,~.....,.., will well and truly administer the goods and chattels, rights and credits of said
deceased, according to law, And also will diligently comply with the provisions of the law relating
to Transfer Inheritances.
.....S.l..o"l,.c,~,f.I)..,..,",.,.......,........" and subscribed
before me,
,.~,D.u."...l,y,~M,..................., A, D" 19..'B:,Q
..q;.1a,Mj..,e,...,. ~.[v.,4!.,........"....,.......,..
Regls{~r () 'l'"'
...,'~~~~.\....~..,N..t..,~........,.......,
............................................................................................
DECREE
Be it remembered that on the ..,:....}.~,~.?..,......... day of ..,.......,!?~,~.~?,7.;7................ A. D" 19~,?.....
Letters of Administration in the estate of .........,...... ........,.........,..,....~,~E~.~:7....~,:....~~~,~:,~,~...:!.,~.:..,........
East Pennsboro Township
.......,..,. ..........,....... ....,.. ,.., ..,..,.....,...., ........ ,..,.".... ..,.. late of .... ......,.. ......., ......... ....' ........' ..........................................
Cumberland County, Pennsylvania, deceased, were granted to ....!:',~:iI.~X...~.......~,~,t::!:,;::::..........,...............
........................................................................................................................................................................................
Witness my hand and official seal the day and year afor~d, . ~ ,Y! d
..,.."......I.:i21IL."I'l!.,,'[/T&.<.'.......'R~gi~t~;:..,....
l?~}
, f
;If /. /f:.. --1,"J,;.r.J;'(A'/,__
<
Estate No. .,~J~.8,O.........,.:??ti
BOND
KNOW ALL MEN BY THESE PRESENTS, Thai wo,
2~,~., ,C.8:!:',r.~l; ,H.l!,i. !!~~B" R.~a~..., ,T.!lI'l.l!y-t,()'m ,,' M..!lr.Y1and"
PEG,GY" .1ll!TI'~"", ,....,..'" .,. .......,.... ........
.............'.." principaL..,."
and ,..,."....,.}!!.f;!!MN.,I::~."GQWM"[" QI""IlORTll.A"lERICA
".... J.!3.0Q, , ,Ar.c:h ..St reet." Philadelphia,.. Penn Byl vania.
.................. ....................., suret.y........,
.re held and firmly bound unto the Coml11onwoalth of Penn,)'h'.ni., in Ihe sum of ..O~E...'J:'IjQ!1,i?M,ILAffJ:l...Q,o./lO'O'---
7.::::::::::::::::,::::::::::::::::'::::::::77:7::::7.c:77:7,~:7.~"",,,::'-Dollars ($,1,.0.,0.0..0.0..... ,....l, to be paid to the said Commonwealth,
her certain attorney or assigns, 10 which pa)'l11onl, well and lrul)' to be made, we do bind ourselves, jointly and
sc\'crall}'. and our and each of our heirs, executors, administrators, succ('ssor:; and assigns. firmly, by these presents.
for and in the whole of the said swn,
SEALED and dated the ......m......~J:"g....,.,.......,..,............da)' of ....,......December..m..,..,..m......, 19..80...'
WHEREAS, the above named "........,...,...,PEGGY.NUT'l'ER..",....."""..,.....,.."..,.....,.................m'..........m......'..
................................................................................................................ u...............................................................................
has or have made, or is or arc about to make, application 10 the Register of Wills of Cwnberland County,
pennsylvania, for the grant of lelters ,.........m..'......'m?~'..,J.\.':1111i.~:i.!i,1;:J:",~,t;,i.,o.,n.....,..uouo,.....,....m""''''''''''''''''''''
on the estate of ....,......,g.':'::r.~J.~...:L.,...,!::!~i,j;"j;,~,);.'m',J..'.'............,..,' late of ...J;;!cl:!:i,t....!:>.~nn!?!?9.);g.gglL"
Cumberland County, Pennsylvania, deceased:
THE CONDITION OF THIS OBLIGATION is, that if the said personal representative ....'''''''' or any oi
them shall well and truly administer the said estale accord ing to law, this obligation shall be void as to the personal
representative or representatives who shall so administer th e said estate; but othcrwisc, it shall remain in force.
SEALED and delivered in the presence of
\ --z)"~,. /' /,7. ,-~ ('EAL)
n-f~-~..rrrn--=-'f"".;..J.c"'"~-----n- i>
nun_n____ nn_n_n___ _____nnn_ _ (SEAL)
INSURANCE Co.MPANY o.F NORTH M~ICA
--f\------------rrn-mn;;-il.--- (SEAL)
,~.\,~_ ~:""'*~,~-:;t.;l"r0JA~ ___ (SEAL)
Attorney-in-fact
,u _ _ ___ _ n____nn _ n__ n _ _ __nO. __n_ (SEAL)
_!i_~-&nr~2J:'-----n_n
vV; if"y;~~f,~;-
--------------------------------------.---.
---------------.----------------------------
POWER OF ATTORNEY
INI\ INSURANCE COMPANY OF NORTH AMERICA
-
.
.
PHILADELPHIA. PA,
Know all men by these presents: That INSURANCE COMPANY OF NORTH AMERICA.
a corporalion of Ihe Commonweahh of Pennsylvania. having its principal oHice '" the Cily of Philadelphia.
Pennsylvania. pursu,lnl to lhe following Resolution adopted by the Board of Direclors 'of the said Company
on M.1Y 26, 1975, to wi!:
"RESOlV[O, purSU,IOf 10 ^rllclt-'s 16 ,and 5.1 of the Hy-laws, (he follOWing Rult'~ Sho1l1 RO,\'ern the e_pcutlon for the Company of
hunds, unden""''"Rs, remgnilolncl."s. (o"IFo!cts ,and olher wrltlngs In the ".Iure thereof:
111 Tholl 1t1l' PresIdent, or .Iny Vlce.Presldent, ASSIStant Vlcr.Prf'sidenl, Resident Vice. PresIdent or AllorneY-ln.F,ut, millY execule (or
.md In heho1lf of Ihe Company .any dnd all honds. underl.llkings, u'cognll.lnCl'S, (anlrolels .md olher writings in Ihr "dlure theleof, the
s.aml' 10 hl' .lll('sled whrn nl'ressary hy Ihl' Secretary, in Asmlanl Secretary or 01 Rnldl'nl A~"I..lanl Sl.'crl.'t.ary itnd Ihl.' "NI of the
Company d((lk,'d Ihl.'r(lfU, and rh.u Ihe Prl.'..rdenl Of .any VI[(~-Prc"ldent m.ay oIppOlnl dnd .aulhorile RI.'\ldenl Vln',Pu.'\ldrn15, Re\ldenl
A"\I\lanl Secrelaries oInd Allorney\./O.FoICI 10 \0 ekecule Of ..lIesllo the t~k('fullon "f 0111 !ouch writings on behalf of the Comp,lny and
10 affilllhe scal of Ihe Company the(elo.
121 Any such writing ('Ileculrd In .accordance wllh thc\l.' Rull.'\ ~hall In' 01\ binding upon lhl~ Comp.my I" any case a\ though signed
by the President and alle~l('d by Ihe SeCf('I.try.
III Tht. '.oisndlurt' of Ihe P,e\ldenl or d Vice.Pre\.denl olnd Ihe \1.',11 of Ihl' COmJlilOY molY hi' aff'kl'd by faClolmlll' nn any power of
dllornpy granll.d pursuanl 10 this Re\olullOn, and the signa lure of a cerllf~'rnR of{lrrr and Ihe st'dl of Ihe Comp.any may be affilted by
fdcsrmde In dn~' CCrli{lCall' 01 any '.ouch power, and dny '.ouch rower (If cerli{lrdll' hpdflng '.ouch ianimlle slJ;nature and mal \hall be valid
dnd bind 109 on Ihe Company.
'oil Such Re\ldent OfflCer\ and AIIOIneY..-lO.F.tct shall haye dulhollly In (['rIlly Clf Wflfy WPll'') of Ihi\ Rr\olullOn, Ihe By-laws of Ihe
Compdny, and any affidavit or fl'cord of Ihe Comp.lOY nece\\ary 10 lhl' dl\charge 01 thelf dulle..
ISI The pd\\dge of Ihis Re'.oolution dol"\; not (('yoke dny (,drliN authorily Rrdnled h}' Re\nlullCln of the BOJrd of Di(eclors on lune 9.
'951:'
does hereby nominate. constitute and appoinl MICHAEL P. BENEDICT. of the Borough of Lemoyne,
State of Pennsylvania
, each individually jf lhere be more than one named,
11\ trup and lawful anorney.in,facl, to make. execute. seal and deliver on ilS behalf. and as ils act and deed
any ,md all bonds. underlakings, recognizances. contracts and olher wrilings in the nalure thereof. And the
execution of such wrilings in pursuance of Ihese presenls. shall be as binding upon said Company, as fully
"nd amply as if they had been duly execuled and acknowledged by Ihe regularly elected oHicers of Ihe
Company al its prinCipal office,
IN WITNESS WHEREOF, Ihe said ..,....,..,.......,C...,IlAN!EI.,DRAKIL...........,.............,.., Vice.President.
has hereunlo subscribed his name and aHixed the corporate seal of the said INSURANCE COMPANY OF
NORTH AMERICA this ..,.....14th................................ day of ..............Sep.tember...,.........,.. 19....,7.1........,
INSURANCE COMPANY OF NORTH AMERICA
,SIAlI
by..,...."..
....e,., Di\.NIEL..DMKE....
Vice. President
~IAH OF PENNSYLVANIA
COUNTY OF PHILADElPHIA
On ,his. '.. ,14th.. ,..... day of ....,..,....S.ep,t;emb,tlc......... A, D, 19,...7.7........., before me, a Notary
Puhlic oi Ihe Commonweahh of Pennsylvania, in and for the Counly of Philadelphia, came ................
..,C,...,DANIEI, ,DIlAKF.,..........,..,..,..................."......, ..,..,...., ............... Vice.President of Ihe INSURANCE
COMPANY OF NORTH AMERICA to me personally known 10 be Ihe individual and officer who executed the preceding
H1Slrumt'nt, and he acknowledged that he execuled the same; that the seal affixed to the precedin~ instrument is the
(orporolle Sf.'oll or said Company; :hat the said corporate seal and his signature were duly affixed by the duthorily and
dl(('( tlon 01 the said corporation, and that Resolution. adopted by the Board of DireClors of said Company, referred to
In Iht.' preceding Instrument, is now in force.
IN TESTIMONY WHEREOF, I have hereunto sCl my hand and aHixed my official se.ll al the City of Philadelphia,
1t1l.' ..jay olnd year first above written.
'. ,..",MAUREEN..SCHELL
/ '...' iSfr\1Jo..., , Nolary Public.
.. '~GommlsSlon expltes August 13, 1979
! :,;' r h underSigned. ASSIStant Secretary of INSURANCE COMPANY OF NORTH AMERICA, do hereby certify Ihal
\' ~ ~ OWER OF A HORNEY, of which the (orego,"g IS a lull, Irue and correclflfjO Y. is In full torc. and e((ect,
\ ~, ~ .. loess whereof, I have hereunto subscflbed my name as ASSIstant Secreta ~ .1ft,xcd the corporate seal
\'-' Qtp'drallon, Ihis 'nun..n,3.~d,.... n'... n day of n.... ,n)?-!:f:,r.nb.,,,r .a U , n. n
',~f~i.l ' ..;;)iiii:!:/::J/yu':0..0:.r:'~,Quu'u'nn'.....
SR.tC 7/15 P"ntld In USA. I 1~;;~i~'~t Secrelary
J .._11 L
} ss,
.. ,~
.V.I~Il(+ (1lI21 ~
COMMONWIA~N$YlVAN'A
DlPAltlM(HT Of IllvtNUI
IUIlAU Of UAMlNAflON
P.O.IOKIl3"
HA.IUU5lUIlG.""I7I~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
File Number 21-80-0776
Decedent's Neme I Last, First, end MiddlelniUail
DECEASED Nutter Curtis L.
Social Security Number Dete of Death
-<" /17. </</- '(,'& 'iJ) 8/211/80
CHECK
APPRO.
PRIATE
BLOCKS
CDRRE.
SPDNDENT Neme
RECAPIT.
ULATIDN
AND
TAX
CALCU.
LATlDN
Decedent's Address 1\
:)/ /f;.-!,oulJrl /7 Ue.
'f CI!.lo( (-\, PA,
1. Original Raturn [i]
2, Supplemental Return 0
3. Ramalnder Return 0
4, Life Estate 0
Peggy G. Nutter Fritz
Telephone No.
R.capitulation
1,
2,
3,
4.
5.
6,
7,
8,
9,
Real Estat. (Schedule AI
Stocks and BondslSchedule B)
Closely Held Stock/Pannership Interest {Schedule CI
Mongages and Notes (Schedule D)
Cash & Miscellaneous Pmonal Propeny (Scheoule E)
Jointly Owned Property (Schedule FI
Transfers (Schedule GI
Total Gross Assets Itot.l lines 1.7)
Funeral Expenses Administrative Costs/Miscellaneous
Expenses (Schedule HI
Debts/Mongages/liens(Schedule II
Total Deductions Itotallines 9 & 10)
Net Value of Estatel1ino 8 minus line III
Charitable Bequests ISchedule JI
Net Value subject to tex Wne 12 minus lino 13)
Address
3330 New ila ti~orc ~oa
o
City Fa etteville
Stata P A
Zip 17222
( 1) 0
I 2) 0
( 3) 0
( 4) 0
( 51 0
( 61 0
( 71 0
( 8)
( 9) $2,500.00
(10) 0
0:0
\..v
-
,0
-"~
n
~; . :. ~
Under ponaltias of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge
and bolief, it is true, correct, and complete, DeclamUon of preparer other than the personal representative is based on all information of which preparer has
any knowl e.
5, Federel EstataTax 0
Return Required,
6, Decedent died testate 0 7, Decedent meintained a living D B, Total Number of safe
(Attach copy of Will) trustlAttach copy of trusll deposit boxes inventoried
All correspondence and conlidential tax informetion should be directed to:
Computation of Tax
15. Amount of line 14 taxable at 6% rate
linclude values from Schedule K)
16, Amount of line 14t.xeble at 15% rate
linclude values from Schedule K)
Principal tax due ladd tax from line 15 plus tax from line 161
Totel Prior payments:
la) Amount Paid
(b) Plus Discount
(cl Minus Interest
19. Balance Due lIine17 minus line lB)
Make Check Payable to: Register of Wills, Agent
... PLEASE RECHECK MATH'"
10.
11.
12.
13.
14,
17,
18,
(15)
I)
(111 $ 2,500.00
(121 (2,500.00)
(131 0
(14) 0
x.06= 0
x.15= 0
(17) 0
(161
o
lIB)
o
(191
o
EIS)
3330 New Baltimore Road
ADORESS
Favetteville. Pennsvlvania
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
J
REV. 1547EX (3-B3)
BUREAU OF ACCOUNTS SETTLEMENT
PENNSYLVANIA DEPARTMENT OF REVENUE
P,O, BOX 2055
HARRISBURG, PA 17105
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR OISALLOWANCE
OF OEDUCTIONS, AND ASSESSMENT OF TAX
ACN
101
DATE
ESTATE OF NUTTER CURTIS L FILE NO, 21 80-0776
DATE OF DEATH 08-27-80 COUNTY CUHB&RJ.bND
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 II .
WALTON V DAIRS
33 W HIDDLE ST
GETTYSBURG PA 17325
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -
----------------------------------------------------------------------.
NOTICE OF INHERITANCE TAX
REV, 1547EX (3-83)
ESTATE OF NUTTER
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CURTIS
L FILE NO,21 80-0776
ACN 101
DATE 05-09-83
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS~
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Real Estate (Schedule A)
2, Stocks and Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4, Mortgages;md Notes (Schedule DI
5. Cash & Miscellaneous Personal Property (Schedule E)
6, Jointlv Owned Prol'ertv ISchedule FI
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
.00
.00
.00
.00
.00
.00
.00
(1)
( 2)
( 31
( 4)
( 5)
( 6)
I 7)
.00
( el
APPRDVEO DEDUCTIONS ANO EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H) ( 9) 2.500.00
10, Debts/MortgageslLiens (Schedule 11 (10).00
1 L Total Deductions (11)
12, Net Value of Tax Return (12)
13, Charitable/Governmental Bequests (Schedule J) (13)
14, Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was previously Issued. lines 14. 15 and/or 16 and 17 will
reflect figures that Include the total of JOn returns assessed to date,
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
2,500.00
2.500.00-
.00
.00
.00
.00
.00
(151
(16)
.00
.00
x.06=
X,15=
(17)
PAYMENT
DATE
RECEIPT
#
DISCOUNT (+1
INTEREST H
AMOUNT PAID
L
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
(If Balance Due is less than $1.00 no pavment is required)
~;:
:7l"~ .-
1\.""
'QO
(J,
"
RESERVATION: In the event that any future interest in this estate is transferred in possession or enjoyment to
collateral (Class 8) heirs of the decedent after the expiration of an}' estate for life or for years. the
Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful
collateral (Class 8) rate on any such future interest
Purpose of Notice: to fulfill the requirements of Section 709 of the Inheritance and Estate Tax Act of 1961 (72
P,S, section 2485-709),
Objections: Any party in interest not satisfied 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 (60) 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: If any tax due is paid within three (3) months after the decedent's death. a discount of
five percent (5%) of the tax paid is allowed.
. the discount period is calculated in calendar months. Example: date of death 1-15-82,
discount period expires 4-15-82.
Except for tax on a future interest, inheritance tax becomes delinquent nine (9) months from
the date of death.
. 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
_ dale of last delinquent payment to date of payment' on any unpaid balance.
Interest is charged at the following rates:
Interest:
Delinquent Dale
Annual Interest Rate
Daily Interest Factor
5127143 to and including 1 2/31/e 1
111/82 to and including, 12/31/82
1/1/83 to and including 12131183
6%
20%
16%
,000164
,000548
,000438
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, 1982 will contain a variable interest
rate. Thus. taxes that remain outstanding from calendar year to calendar year will
be subject to different rates in effect on each January ,.
NUMBER OF DAYS X
DAI~Y 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 if 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 Remit Payment: Detach the top ponion of this Notice and submit with your payment to the Register of Wills
of the county shown on the Notice.
. Address information is listed on page 13 of the booklet, "Instructions for Inherilance Tax
Return for a Resident Decedent."
. Make check or money order payable to: RegIster of Wills, Agent.
INTEREST = BALANCE OF UNPAID TAX X