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No. 21-81
103
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
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To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petltloner(s) Is (are) the execut ,-r'1- 'l named In the Last Will and Testament of
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Decedent was a cillzer\ of the United States and a resident of ~-'H ",~t:-"'. ,
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Township (8erilugh), Cumberland County, Commonwealth of Pennsylvania,
Decedent died on V/L.<:'h''''/~r/ the J rl cf! day of v.;iu. <c,~'.AD. 19.8" / ,In the
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County of ~_"n.,.4;,,,h..... ?" , State of 7 c^-. at the age of Z-t- years.
Decedent has (has not) been married and has (has not) had children born to him (her) since the ex,
ecutlon of the above described Will. .--/.
Decedent was possessed of personal property to the value of S " . C> " C>
and of real estate to the value of (, c) <TO-"', ~<,
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as near as can be ascertained; said real estate situated as follows L/ .&""""l'':_~- .<'.t'~~.
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Therefore: your petitioner(s) respectfufly apply(ies) for the probate of the salcfLast Will and Testa,
ment and for Letters Testamentary theron.
Dated
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Name and address ) 2 I, P Po,"", /; ,t,t,';.(,b.lZf.ll.J!Y..
of Petitioner(s)
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t:l~ COMMO~ALTH OF PENNSYLVANIA l .:2/ ~",.~')x<'V<,/I,'l.J/...5tZ. a_~.c>/,/t/;yc.,,\/7oJ//
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Co$JTY &IF'CUMBERLAND j SS
AL~t~/2~AZ,~~f/7 ~-;._/ '?~~";) '--;;( C.....rc--
named in above application, being duly ~, . according to law say(s) that the
statements set forth In this petition are true to the best of /,.(u,z' knowledge and belief,
sworn _ and subscribed before )iJ,61^,,~l1 rP.(j~/
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Filed:
February
12, 19B1
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LAST WILL OF RAYMOND E. GOTTSHALL
I, RAYMOND E. GOTTSHALL, widower, who now live at No.4 Gustin
Drive, Mechanicsburg Post Office, Hampden Township, Cumberland County,
Pennsylvania, hereby decla,"e this to be my last Will and revoke all prior Wills
and Codicils made by me.
1. I devise and bequeath my entire estate, of every nature and
wheresoever situate, including any property over which I shall have any power
of appointment, to DAUPHIN DEPOSIT BANK AND TRUST COMPANY, having
offices in HarrisbUl"g, Pennsylvania, and in Cumberland County, Pennsylvania,
Trustee, IN TRUST, for the following uses and purposes:
(A). To pay the entire net income therefrom to my son,
RAYMOND L. GOTTSHALL, for and during his lifetime, in such periodic
installments as my Trustee shall find convenient, but at least monthly.
(B). As much of the principal of this trust as my Trustee
may from time to time think advisable for the support of my son,
RAYMOND L. GOTTSHALL, or during illness or emergency, shall be
either paid to him or else applied directly for his benefit by my Trustee.
It is my intent that distributions under this paragraph be made so that
my son, RAYMOND L. GOTTSHALL, may be maintained in the manner
of living and the station in life to which he is accustomed at my death,
taking into account his other readily available assets and sources of
income and support.
(Cl. My Trustee in its discretion may sell my residence,
4 Gustin Drive, Mechanicsburg Post Office, Hampden Township,
Cumberland County, Pennsylvania, or it may permit my son, RAYMOND
L. GOTTSHALL, to occupy this property if it considers this to the best
interest of my son, RAYMOND L. GOTTSHALL, free of rent, provided
that he pays all expenses of maintaining said property, including taxes,
insurance, municipal services and repairs. If my Trustee sells my
residence, it may purchase another home which my son, RAYMOND L.
GOTTSHALL, may occupy under the same conditions, if it considers
this to be to the best interest of my son. If my son., RAYMOND L.
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GOTTSHALL, occupies my present residence or any other home bought by
my Trustee, he may designate any other person or persons to occupy
said residence or home with him, provided that such person or persons
shall contribute to the maintenance thereof in such amounts as may be
determined by my son, RAYMOND L. GOTTSHALL, or by my Trustee.
My Trustee may retain my automobile for the pleasure of my son,
RAYMOND L. GOTTSHALL, if it considers this to his best interest
and he pays the cost of maintaining it, including insurance and repairs.
Should said automobile be sold by my Trustee, then the proceeds shall
be added to this trust.
(D). My Trustee may apply the net income of this trust for
the support of my son, RAYMOND L. GOTTSHALL, should he by reason
of age, illness 01' any other cause in the opinion of my Trustee be
incapable of disbursing it.
(E). Upon the death of my son, Raymond L. Gottshall, the
then-remaining principal and any accumulated or undistributed income
shall be distributed as follows: a 5/8 share to the issue then living
per stirpes of my deceased son, THOMAS E. GOTTSHALL, and a 3/8
share to my son, WILBUR N. GOTTSHALL, if he is then living. If he
should not then be living, then his 3/8 share shall be distributed to his
issue then living pel' stirpes. In the event that any of the issue of
Thomas E. Gottshall 01' Wilbur N. Gottshall shall have not yet reached
the age of twenty-one years, his or her share shall be held in further
separate trust for the following uses and purposes:
(a). My Trustee shall accumulate the income, but
as much of the income, accumulated income and principal
of this trust as my Trustee may from time to time think
advisable for the support and education, including college
education both graduate and undergraduate, of the
beneficiary, or during illness or emergency, shall, after
talting into consideration his or her oth",r readily available
assets and sources of income, be either paid to him or her,
or else applied directly for his or her benefit should he 01'
she by reason or age, illness 01' any other cause in the
opinion of the Trustee be incapable or disbursing it.
108
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(b). My Trustee shall distribute the entire then-remain-
ing principal and any accumulated or undistributed income to
the beneficiary when he or she attains age twenty-one. If the
beneficiary dies during the continuance of this trust, his or
her share shall be distributed to his or her issue then living,
and in the absence of then-living issue, said share shall be
added to and distributed with the shares of the other issue of
my son who is his or her ancestor.
2. I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from my
residuary estate as a part of the expense of the administration of my estate.
3. All interests hereunder, whether principal, income or remainder, while
undistributed and in the possession of any fiduciary named herein, and even though
vested or distributable, shall not be subject to attachment, execution or sequestration
for any debt, contract, obligation or liability of any beneficiary, and furthermore,
shall not be subject to pledge, assignment, conveyance or anticipation.
4. My personal representatives, Trustee, and their successors, shall have
the following powers in addition to those vested in them by law and by other
provisions of my Will, applicable to all property, including property held for
minors, whether principal or income, exercisable without court approval, and
effective until actual distribution of all property:
(a). To retain any or all of the assets of my estate,
real or personal, without regard to any principal of
diversification or risk.
(b) . To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds,
without restriction to investments authorized for Pennsylvania
fiduciaries, as they deem proper, without regard to any
principle of diversification or risk.
(c). To repair, alter, improve, mortgage or lease for
any period of time any real or personal property and to give
options for leases.
(d). To sell at public or private sale, to exchange or to
lease, for any period of time, any '"eal or personal property and
to give options for sales, exchanges or leases, for such prices
and upon such terms or conditions as they deem proper.
(e). To exercise any law-given option to treat administra-
tive expenses either as income tax or as estate tax deductions,
without regard to whether the expenses wel'e paid from principal
or income, and without requiring reimbursement.
(f) . To compromise any claim or controversy without the
necessity of Court approval.
each.
(g).
To make distribution in cash or in kind or partly in
19
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5. If any member of my family, including any of my grandchildren,
should, at the time of my decease, owe me any money, said debt shall be
canceled and not be collected or deducted from any share of my Estate.
6. I appoint my son, WILBUR N. GOTTSHALL, and my granddaughter,
NANCY L. COON, Executors of this Will. No executor named herein shall be
required to enter bond or furnish sureties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17th
day of March, 19BO.
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The preceding instrument, consisting of this and three other typewritten
pages, each identified by the signature of the testator, \Vas on the date thereof
signed, published and declared by Raymond E. Gottshall, the testator therein
named, as and for his Last Will, in the presence of us, who, at his request,
in his presence, and in the presence of each other, have subscribed our names
as witnesses hereto.
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George W. McKee, Esq.
105 North Front Street
Harrisburg, Pa. 17101
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OATIl OF SUIlSCRI/lING WITNESS
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COMMONWEALTH:OF P~t'NSYLYANIA I ss:
COUNTY or CUMBERLAND i
This day of A,D.,19
before me, Register for the Probate of Wills, and grunting Ieltcrs of Administration in and for said Connty of Cumberland, in
tbe Commonwealth of Pennsylvania, personally came
the subscribing witnesses to the foregoing instrument of writir,g purporting to be tht la,t Will and T~st"ment of
Dated
late of
Cumberland County I'a" deceased who being duly
.aeeording to law, depose and say, that:
present, and saw and heard the testa
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sign, seal, publish, pronounce and declare the said
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illstrument of writing as and fOy.1(" Testament and Last Will, and at the time of so doing
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was of sound and dis!)OsTng mind memory and understanding, to the best of
knowledge, ob7t1on and belief.
/ and subscribed before
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AHIl>AVIT OF DEATH
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and subscribed this
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01' PENNSYLVANIA S5:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
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cumberland,personallyeame/(.'(;",t .. /Y,(?,'Ad/C' //1/,0. ~ ," ~,_..-/,
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who, being duly AI<rth"/ ,do depose and say that as "/'C:,~, ," ", f::;:~;/ /,
of the last Will :nd Testament of ~"/'71/ ((2?( c/'?/ ' ...,e;/r' ;:'6;0t $) deceased
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'4 will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
also will' i1igently comply with the provisions of the law relating to Transfer Inheritances.
and subscribed before me.
February 10 A.D., 19~
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Be it remembered that on the
12th day of
DECREE
February
81
,A.D.,19_. there was probated and
recorded the last Will and Testament of
Raymond E. Gottshall
late of
Hampden Township
,Cumberland County, Pennsylvania,
Wilbur N. Gottshall and
Nancy L. Coon
a.) Ct.'/!"
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fi Register
Deceased. Letters Testamentary were granted to
Witness my hand a,,!'d, o~ficial seal the day and year aforesaid.
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EXHIBIT "A"
90lr ;}t3/P
Williamsport Area:
(717) 326-5451
Shamokin Area:
(717) 648-4584
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Harrisburg Area:
(717) 232-5550
Stroudsburg Area:
(717) 421-8414
pottsville Area:
(717) 628-3784
THERMAL SEAL WINDOW
Corporation Inc.
EXECUTIVE OFFICE
C 219 NORTH SIXTH STREET, A~~ENTOWN, PENNA, 18102 (2151432,8411 Sunbury Area:
C 1252 SCHUY~KI~~ AVENUE, READING, PENNA, 19501 12151375.4201 (717) 28- 4032
C VI~~A D'NEFF CENTER, 19 MEACOW ~ANE, ~ANCASTER, PENNA, 17601 (717) 569.4566 b-
C 518 ~ANDIS AVENUE, VINE~AND, N,J, (609) 829-7866
C 3603 O~D EASTON ROAD, DOY~ESTOWN, PENNA, 18901 (215l 345,8960
C 1883 BRUNSWICK AVENUE, TRENTON, N,J, 08848 (609) 393,0300
Address
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City State
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Owner(s)
Phone:
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THE OWNER'S; jointly and severally, authorizes Thermal Seal Window Corp" hereinafter called the Contractor, to
furnish and Install)li, furnish only 0, the materials and products described below In the following locations:
-.7_ DC(DlLI~/;I"G: L IN'lL. ',.J-IE:.j2lJ/tH 'S'f:riL L~/NJ)C1iVS;
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C l'STlHI'1 1l1,;tl\Jl'j;.J(rTZ/~LD 1/\IS'"..jLU.D HND JL:-.J/.J.i!A^,TI j' 'j)
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[2l ~ White, vinyl replacement windows with TILT ACTION, Acropane dual glazing, l/ Zscreens
TOTALAMT, ,....d"'..'... and grids, Type of Glass -13('(lc~ i?4NE, 11-..) ~tJL4 TED
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"AVINCO"
White vinyl (wood reinforced) replacement windows. with TILT ACTION, ACROPANE dual
glazing, <creens and 9rids, Type of Glass
TOTAL AMT,
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"CASINGS"
Windows and/or Door exterior f,ames covered in white coil stock material. Reduces or eliminates
maintenance.
TOTAL AMT,
"OTHER WORK"
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Cash Price ot Total Order
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Additional Doposit on recheck
Balance on installatlon
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.owner~s) agree to pay this balance in full to the installation
mechsOlcS on the day at installation, In the event of minor
defects. 8 lost or damaged screen or glass insert, etc. the
owner{sl may withhold 5% of this balance until such dafects
or omissions are corrected by Thermal Seal.
Otherwise balance will be
financed at
",Payments 01 $ Pe, Month
YOU, THE BUYER-CUSTOMER MAY CANCEL THIS TRANSACTION AT ANY TIME PRIOR TO MIDNIGHT OF THE
THIRD BUSINESS DAY AFTER THE DATE DFTHISTRANSACTION.SEEATTACHED NOTICE OF CANCELLATION
FORM FOR ANY EXPLANATION OF THIS RIGHT. .. .. ~ c!:: (j, . i .
,J(I~ ~'t.J...~ b'Cl1 (L,S,) )I. t ~Yn~,.ldl ,/.'1()~M:,M.L,5,).
I ~_Re;r::~IYe4' N,~~n~,LI:'~OJ' J . J fU'lomer
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ThO undo,,\Qnod hOroby ocl<nowlodgo "'"I lhoy ho'O .00d oil torml ond condltlonl 01 Ihll conlrocl, on prlo. 10 Ilgnlng Ihl Illd conl,..I. Our
IIgnllure(I' belOw blnd UI 10 111"'0 \orml Ind condlllonl on \hll conltocllnd h"'" rood 0 copy 0\ our .I""nly.
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SUBJECT TO ACCEPTANCE BY AN OFFICER EXHIBIT "A"
OF SAID CORPORATION
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Ill:; ,1\1rl~lld 111;11 :;h\lLllct OWNElm lrlltlsh" Of U/u:\lmlwl ~/lI{lllft!l1l1:;U:> III :l!lo-ulll pillllhmnnl hlt dUl>!rll'l'I'd
Of danmguu hy hll' 01 lllhIllWI~W, silld nolO shall ht1COIHt1 dlln und paYllhlu lorlhwllh, anlJ tlUI noldur !,I1,11l
tWCOIl1€! su!lIoyntod 10 lllU nolll 01 OwnllfS 10 roCUIVU ilflY nHlIlOys Ihal :;hall bit OWlltlfS as il m!iull 01 !ilH~h
IllSS 01 dOlll11!ll! to lilt! ollluol 01 lho unp,w.l bnlancu 01 !;1ull nolll OWtlUl$ hOHlby llfllOO thaI upon cnmpl!!
11011 01 slud 1I11prOVtJmllllt:>, Ctlnllilctor shull tm Ollllllt'd 10 Illltofen ;111 hons ,UlII claims afjilln!il said plOlIlHly
10 wlllet\ 1m mlly Ill! 1'''lllIt~d lIy lilw so Itlll!l a~i Ihl' flhll~lat((ln 01 OW"',,,; unlit'! ';:!ut NOll! !;hilll rllllllll1l
unsahsllod lIntl OWIWI:; Ill!H~lly wal...t' ,111 nul let!!., lll'rwtlls or UUJlllpllUll LHuh:1 illlY law!; whal!tomm lhal
may be In cantllel with IIlc AgWUIIUH\1 Contrnetol ilgruu~ to !iChlltlulu HIlS Joll 10 hit tllmplnlOlI withIn lflO
days 01 the date 01 Ihls conlracl At! surplus mntc.ial wmams the plOptJIly 01 tllU Contractor No fUplU.
5entation 01 warranty 01 any kmll tillall Ill! bllldmg upon ('llhm party !loreto, unlnss 1111115 tlllon IIlcorpOlatmi
In tillS proposal
OWNEHS ay " hat If prIOr hi 1111' 111111' COlllritr.lol slillls IJI\llorlllancll of ltllS r.nntr:I':l IIlMl I"
owners may lescmll IhlS lilt Conlractor 2U pnr CVllt of till! tota on lolal cush
pllce) Owners lurther a(jf{!1! Ihat In the event 0 ors. al imyllme alturownors fight
01 reciSion has ell pi red II lIPpllCnhlp. ,llld co 'l1l::Ctiplud tll) IOd matenal anti/or has
proceeded to procuss IhO orlml 10 contractor lwunty per cenl (20%) a., ' damnges
Owners lur III lho ovonl 01 bronch 01 thIs agreement by ownors, Conllnctol's Jegal romu I
rema c angcd and in ;u.;cordanco wllh tho terms and contjl!ions 01 thts agreement
No other warranty is expressed or implied.
Any inferred oral warranty in variance with
our expressed warranty cannot be considered
an obligation of Thermal Seal Window Corp.
and will not be honored.
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Any holder ot this Consumer C,adil Contract is sublect to all claims and
defenses which the debtor could assert against the seller 01 goods or
services obtained pursuant herelo 0' wilh the prcceeds hereol. Recovery
hereunder by Ihe debto, shall nol exceed amounts paid by the debtor
hereunder.
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OWNERS agree that if prior to the ti~e Co~trnotor "t~rts r~rf~r:",non of this -~
in .~ny resr;nct, ol':nor!! may r'~f,C:'d\d t'~i'; ,:,.,:\'d,.,,,t l::.' !"l").,~ G:mtl';':'::.o.' :;J ;:."r oJ'J:',t ~~n~~: t
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t l . .' ~ . I"','" , ,,\,.I I. ~ lJ",,"'nn'..l.t:l
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t: 'L'" , 1 ' ,. ,,~. .."...., ~,' .J,~.
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O~Il'U t.<lnil ot tlllll airaalllan t..
"
CUMBERLAND
COURT OF COMMON PLEAS OF ~K~~~ COUNTY
ORPHANS' COURT DIVISION
ESTATE OF RAYMOND E. GOTTSHALL
WILL BOOK NO. 85, Page 17
ESTATE NO. 21-81-103
, Deceased 2IIlD. oR19(
Notice of claim by Thermal Seal Window Corporation, Inc.
filed pursuant to Section 3532(b) (2), of
the PEFCode.
To the Clerk of the Orphans' Court:
Enter the claim of Thermal Seal Window Corporation, Inc.
r claima"tJ
in the amount of $ 1,576.00
, against the above entitled estate.
The decedent,\Nhoresidedat 4 Gustin Drive, Mechanicsburg, Pennsylvania 17055
(street address}
:/i';.tid~ died on February 3, (~2.~1
. Written notice of said
claim was given to Wilbur N. Gottshall, Nancy L. Coon and John A. Roe, Esq. ,=w-
( (/lcrsrmal rCIHcse"tathJe. or his cOfmse/~
t~comllfimGKSI:at 7073 Carlisle Pike, Lot 94, Carlisle, PA 18013, 2140 Market St.,
Camphill, PA 17011 and 101 North Front St~&~fJ Harrisburg, PA 17101, respebtively
on ,June 19, 1981. A copy of a contract between Claimant and the Decedent is
attacl1~,jhereto, made a part hereof and marked Exhibit "A".
THE~~~ WIN CORPORATION, INC.
L--f/Lf.f ~ - , Claimant
BY: Fred Sha eff, Pre ident
219 North Sixth Street
Allentown, PA 18102
( address)
Claimant'.s counsel
JOSEPH R. POZZUOLO ASSOCIATES, P.C.
BY: ~~hJ. ' ~
( G . perk'l:-ss, Esquire
13t oor, 1314 Chestnut Street
Philadelphia, PA 19107
( uddre.'uJ
(215) 545-5800
10.59 CR.,. 1/80)
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REV.1500 EX + (9.81) .. :i
BUREAU Of' EXAMINATION INHERITANCE TAX RETURN
PENNSVLVANIA DEPARTMENT OF REVENUE . RESIDENT DECEDENT
P.O. BOX 8327
HARRISBURG. PA 17105
- .
Decedent's Name (Lasl, First. and iddle Iniliel)
DECEASED . < ,It ) .,' A. :0
Socl8l Security Number ate of Death
/~"z ~ :J,';' - otft'o 0 '.' 0:3. '7/
1. Original Return I2SI 2. Supplemental Return D
r7 /1-;102";-,;vI
//ClA-(A-fl'.
,I,.j:'e. 6)'f~-I' e>
File Numbe, ,;,i / - :11- t' / {J /J
Oecedent's Address
f .x!c.',fh"; ;:0.1.1r:?,
~ejI1A//[l~btl^, I If? /' 7"~F
CHECK
3. Remainder Return D
APPRO,
PRIATE
BLOCKS
4, Life Estate M 5, Federal Estate Tax D
).6J Return Requirad,
6. Decedenl died tostate fVl 7. Decedent maintained a living D B. Number of safe deposit D
IAttach copy of Willi ~ trusl (Attach copy of t,ustl boxes invento,ied
All correspondence and confidential tax informalion sheuld be directed 10:
CDRRE,
SPONDENT Name I~'I.;'(/~ ..v.
A / J'
'V~M~ _. ~O<.1
Telephone No.
,'ffS)II".I1 /IN
Address
.",
':K;>
City
State
Recapitulation
1. Real EstatelSchedule AI 11)
2. Stocks and Bonds ISchedule B) I 2)
3. Closely Held Stock/Pannership Inte,est ISchedule CI I 3)
4. Mortgages and Notes ISchedule 0) I 4)
5. Cash & Miscellaneous Personal Prope,ty (Schedule E) I 5) ~, ,3v1J-:7 {J
RECAPIT, 6. Jointly Owned Prope'ty (Schedule F) I 6) .x. ~ h{;Y. 70
ULATIDN 7. Transfers (Schedule GI ( 7)
B. Total Gross Assets (total lines 1.71
AND 9. Funeral Expenses Administrative Costs/Miscellaneous
Expenses ISchedule H) ( 9) / rJ. of.j';;: 01.7
TAX 10. Debts/Mortgages/Liens (Schedule II (10)
11. Total Deructions hotallines 9 & 10)
12. Net Vall e of Estate Wne B minus line 11)
CALCU, 13. Charitable Bequests (Schedule JI
LATlDN 14. Net Value subject to lax Uine 12 minus line 131
Computation of Tax
( B) ,j' -I; /7::1:' 1'tJ
1111 /IJ, .J$,;1.)2.7
1121 :>4?;1Y()./$
113)
114) ,,24, 71'1). /~
15. Amount of Iin.14 taxable at 6% rate (15)
!include value, from Schedule KI
16, Amount of line 14 ta,xable at 15% rat. (16)
!inciude values I,om Schedula KI
17. P,incipaltax due (add tax I,om line 15 pius tax from line 16)
lB. Total Prior paym.nts:
(a) Amount Paid
(b) Plus Discount
Ic) Minus Interest (lB)
19. Balance DueWne 17 minus line lB)
Make Check Payable to: Register 01 Wills, Agent
... PLEASE RECHECK MATH."
x,06=
x,15=
(17)
(l9)
Under penalties 01 perjury,l declar. that I have examined this return, including accompanying schedules and stetements, and to the best of mv knowledge
and belief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has
any knowledge.
SIGNATURE OF PERSONAL REPRESENTATIVEISJ
ADDRESS
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of dealh, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) Nn
2. Did decedent, within two years of death, transfer properly from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certi licate.
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All other information supporting nontaxability of transfer.
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) nn
a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subjecl
to his/her power of disposition? (Answer "Yes" or "No".) No
b. What was the transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ..B2.-
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) No
6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ).
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) Nn
8. Did decedent, at any time, transfer property, the baleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) No
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone ( ) or decedent and others ( ).
LAST WILL OF RA YMON DE. GOTTSHALL
I, RAYMOND E. GOTTSHALL, widower, who now live at No.4 Gustin
Drive, Mechanicsburg Post Office, Hampden Township, Cumberland County,
Pennsylvania, hereby declare this to be my last Will and revoke all prior Wills
and COdicils made by me.
1. I devise and bequeath my entire estate, of every nature and
wheresoever situate, including any property over which I shall have any power
of appointment, to DAUPHIN DEPOSIT BANK AND TRUST COMPANY, having
offices in Harrisburg, Pennsylvania, and in Cumberland County, Pennsylvania,
Trustee, IN TRUST, for the following uses and purposes;
(A). To pay the entire net income therefrom to my son,
RA YMOND L. GOTTSHALL, for and during his lifetime, in such periodic
installments as my Trustee shall find convenient, but at least monthly.
(B). As much of the principal of this trust as my Trustee
may from time to time think advisable for the support of my son,
RA YMOND L. GOTTSHALL, or during illness or emergency, shall be
either paid to him or else applied directly for his benefit by my Trustee.
It is my intent that distributions undei' this pal'agraph be made so that
my son, RAYMOND L. GOTTSHALL, may be maintained in the manner
of living and the station in life to which he is accustomed at my death,
taking into account his other readily available assets and sources of
income and support.
(C). My Trustee in its discretion may sell my residence,
4 Gustin Drive, Mechanicsburg Post Office, Hampden Township,
Cumberland County, Pennsylvania, or it may permit my son, RAYMOND
L. GOTTSHALL, to occupy this property if it considers this to the best
interest of my son, RAYMOND L. GOTTSHALL, free of rent, pl'ovided
that he pays all expenses of maintaining said Pi'operty, inClUding taxes,
insurance, municipal services and repairs. If my Trustee sells my
residence, it may purchase another home which my son, RAYMOND L.
GOTTSHALL, may occupy under the same conditions, if it considers
this to be to the best interest of my son. If my son, RAYMOND L.
- 1 -
"
2. I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from my
residuary estate as a part of the expense of the administration of my estate.
(b). My Trustee shall distribute the entire then-remain-
ing principal and any accumulated or undistributed income to
the beneficiary when he or she attains age twenty-one. If the
beneficiary dies during the continuance of this trust, his or
her share shall be distributed to his or her issue then living,
and in the absence of then-living issue, said share shall be
added to and distributed with the shares of the other issue of
my son who is his or her ancestor.
3. All interests hereunder, whether principal, income or remainder, while
undistributed and in the possession of any fiduciary named herein, and even though
vested or distributable, shall not be subject to attachment, execution or sequestration
for any debt, contract, obligation or liability of any beneficiary, and furthermore,
shall not be subject to pledge, assignment, conveyance or anticipation.
4. My personal representatives, Trustee, and their successors, shall have
the following powers in addition to those vested in them by law and by other
provisions of my Will, applicable to all property, including property held for
minors, whether principal or income, exercisable without court approval, and
effective until actual distribution of all property:
(a). To retain any or all of the assets of my estate,
real or personal, without regard to any principal of
diversification or risk.
(b). To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds,
without restriction to investm'ents authorized for Pennsylvania
fiduciaries, as they deem proper, without regard to any
principle of diversification or risk.
(cl. To repair, alter, improve, mortgage or lease for
any period of time any real or personal property and to give
options for leases.
(d). To sell at public or private sale, to exchange or to
lease, for any period of time, any real or personal property and
to give options for sales, exchanges or leases, for such prices
and upon such terms or conditions as they deem pl'opel'.
(e). To exercise any law-given option to treat administra-
tive expenses either as income tax or as estate tax deductions,
without regard to whether the expenses were paid from principal
or income, and without requiring reimbursement.
(f). To compromise any claim or controversy without the
necessity of Court approval.
(g).
To make distribution in cash or in kind or partly in
each.
- 3 -
"
s. If any member of my family, including any of my grandchildren,
should, at the time of my decease, owe me any money, said debt shall be
canceled and not be collected or deducted from any share of my Estate.
6. I appoint my son, WILBUR N. GOTTSHAll., and my granddaughter,
NANCY L. COON, Executors of this Will. No executor named herein shall be
required to enter bond or furnish sureties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17th
day of March, 1980.
~ ~k.
.~~;m~?,,/C.,~ ~/P
The preceding instrument, consisting of this and three other typewritten
pages, each identified by the signature of the testator, was on the date thereof
signed, published and declared by Raymond E. Gottshall, the testator therein
,named, as and for his Last Will, in the presence of us, who, at his request,
in his presence, and in the presence of each other, have subscribed our names
as witnesses hereto.
~<-!I/4/P~
//Address: ~~~R
/I~~~~#~~.-c-"
/~ress: ,)./ ,/ "-.../-1 d '
;y y c~~~ ~--C ..~0...........L:'/7 c<......
/ ? //?/
George W. McKee, Esq.
10S North Front Street
Harrisburg, Par 17101
,
~
,
- 4 -
"
, .. . ...', .
REV-453 EKt (l0.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(Inseructions on Reverse Side)
Estate of Raymond E, Gottshall
BENEFICIARI ES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
R"ymnnn T. Gottsh,,11
4 Gustin Drive
Mechanicsburg, FA 17055 Son yes of age Life -benet:LC:Lary
-
-
.
.--
-
.
,
-
The above be~eficiaties wete living at the time of the decedent's death except fot the following:
DATE OF DEATH
NAME
If additional space is necessety. use 8y," x 11" sheets.
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all propertv, real and personal, owned bV 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 propertv 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 relationship to the
decedent of the co-owner[s] and the date the ioint ownership was established,
2, Indicate the total market value of the jointly owned property,
3, I ndicate the percentage of the decedent's interest,
4. Indicate the market value of the decedent's interest,
r- :;; u ('l ~ t"i >- ::E
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COMMONWEAL TII Or- PU'N~.YLVMjI^
DePARTMENT OF r,I'VHHII
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
It~HERIT ANCE TAX
APPRAISEMEtH
~~: t
'~(". .
n:~) .,.
g~~::~/~, .
'. ,..".;~~~~~ ;.".r;
':t~7)"...
REV"4~7 EXt (7"80)
[i]ORIGINAL
o SUPPLEMENTAL
Estate 01 _B.Ii!Y.I!lQQd .E..Gott~halL
File No. _.....2J-81".o1.03
County
.Cumberland _. u_
.--.-----.-..-.-...---.-
Date 01 Death Jgb.r.uarY-3.,_1981
In the ovenl that nny futuro inlnrcs! In this eslu1u i!i lrO/lsforrcd in pouesslon or anioyment to collateral heirs of the decedent aftllf the
expiration of any estate for life or (or YC{H:" 1ho Commonwealth horoby .,,,(prossly rusorves the right 10 uppralse and assoSS transfer
Inheritance talCoS at the lawful collotcrnl tulonon any such future inturcst.
. -
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
---~-_._----~._--_._--_._-_..__..------._.
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Total Real P,operty - 5eH. "A", . . , ,. $
2. Total Personal Property - 5eH, "B". , . . $
3. Total Jointly Owned Property - SeH. "E" $
--Rone
Unreported S
Unreported S
Unreported S
Unreported $
$ None
$ 4.505.70
$ 2Q, 66Q. 70
S None
$ 34,175.40
4. Total Tronslers - 5CH. "e", , ,.. , . . .
4,505.7Q
.29.,M9..1.o.
$ .-None.
o LIFE ESTATE
DANNUITY
TOT AL GROSS ASSETS
OREMAIN~_E_R
--~------~
.---..----------
---.-----....----.-
.---'--".'-'-----
.~.=.~~~=:~=~:_~.:~_=.~..c=__.
TOTAL VALUE $
-..-..---.-,.--..-----.-..-.------ -'--"---"
I do herehy cerlify thai the oLove appraisement is made in COi:1a ity with Pennsylvania law and has been filed this
day with the Register 01 W,lls, 4L"
_~. ,,_ h :~ ___ September lR, 1981
^i%A~ DATE
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GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred bv the decedent prior to his/her death are deductible against his/her taxable esta'te,
In addition to debts incurred by the decedent or estate, other items are claimablll includinU the cost 01 administration,
attorney fees, fiduciary fees, funerai and burial expenses includin\1 t1w cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of tile Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liabilitv for the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed bV a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forleited his/her rights, then anv child of the decedent who is a member of
the same household can claim the exemption, fn 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 housellold as the decedent.
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INSTRUCTIONS FOR GOMPLETING SCHEDULE "F"
1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column,
2, Assign consecutive numbers to each item listed,
3. Enter the date on which each debt was incurred and/or paid,
4. Enter the names of each payee,
5, Provide a brief explanation in the remarks column for each debt claimed,
6. Enter the amount of each debt being claimed,
7, The form must b~ signed by the person who has assumed the responsibilitV for paying the debts.
REV, 1547EX (1-82)
BUREAU OF E);AMINATION I NOTICE OF INHERITANCE TAX ASSESSMENT
PENNSYLVANIA OEPARTMENT OF REVENUE I APPRAISEMENT, ALLOWANCE OR DISALLOWANCE CONTROL NO. 101
HARR~S~'U~g\~32 i 7105 i OF DEOUCTIONS, AND ASSESSMENT OF TAX I
' ___l__.___.~.~_~._,_.. ___~!:..._'Ok.02;.e.f__
ESTATE OF GOTTSHALL RAYMOND E FILE NO, 21 81-0103
pATE OF OEATH~~l CQ.I,lliI-'L-Q)[MJli;;!'lI.J\@
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 Dr WILLS,
AGENT." IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE DECEDENT'S OATE OF OEATH. A DISCOUNT
OF 5% OF THE TAX PAlO MAY BE DEDUCTED,
j
WILBUR N GOTTSHALL
7073 CARLISLE PKE
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT OUE
CUT ALONG THIS LINE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 0- _ _
ESTATE OF GOTTSHALL
RF.YMOND
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF D.OUCTIONS AND ASSESSMENT OF TAX
E FILE NO.21 81-0103
TAX RETURN WAS: I.. 1 ACCEPTED AS FILED
APPRAISED VALUE OF ESTATE:
1. Real Estate (Schedule Al
2. Stocks and Sonds lSchedule 8)
3. Closelv Held Stock/PartnershIp Interest lSchedule Cl
4. Mortgages and Notes (Schedule D)
5. Cash & M,scellaneous Personal Property (Schedule El
6. Jointly Owned Properly (Schedule Fl
7. Transfers (Schedule Gl
8. Total Gross Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/MIscellaneous
Expenses {Schedule Hl
10. Debts/Mortgages/liens (Schedule Il
11. Total. Deductions
12. Net Value of Estate
13. Charitable Beouests (Schedule Jl
14. Net Value Subject to Tax
ASSESSMENT OF TAX:
15. Amount of line 14 taxable al 6% rate
16. Amount of line 14 taxable al 15% rate
17. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
#
DISCOUNT I+)
INTEREST H
,
07-21-81 i 029660 .00
I
i
THIS ASSESSMENT IS BASED ON: ORIGINAL RETURN
NO INTEREST IS DUE IF PAID BY 11-03-81
IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS.
ACN 101
DATE 08-09-82
1 CHANGED - SEE ATTACHED NOTICE
111
I 21
I 31
141
I 51
I 61
I 71
.00
.00
.00
.00
4,505.70
29,669.70
.00
I BI
34,175.40
191
1101
10,385.27
.00
Ill} 10,385.27
1121 23,790.13
1131 _ ._._........ ~.Qq_
11~ 23,790.13
1151
1161
23,790.13
.00
X.06=
X,15=
(171
1,427.41
.00
1,427,41
AMOUNT PAID
106.65
, TOTAL TAX CREDIT
'lBALANCE OF TAX DUE
106.65
1,320.76
(If Balance Due is less than $1.00 no payment is reQUired)
RET AIN THIS PORTION FOR YOUR RECORDS
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INFORMATION
This document IS the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act
of 1961 (72 P"S, secllon 24851,
If the tax IS paid within three (31 months after the deceaenl's death. a discount of 5% of the lax paid ts allowed.
Inheritance Tar. becomes delinquent nine (9l months after the decedent's death. Interest is charged at the
rate of SIX (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOV.,Il
EXAMPLE: If a balance of tax due of $2,000.00 is In a delinquent status from 3-3-80, and payment is made
on 5-23-80, the interest ;s calculated as Indicated below;
STEP 1
Determine the rate of
Interest from the table below.
STEP 2
Multiply the balance of
tax due by the rate of
mterest.
STEP 3
Add the Interest
to the balance of
tax due.
2 Months
20 Days
Rate of interest
= ,010
= + ,00335
= ~01335
Balance of tax due
Rat~.Qf Interest
INTEREST
$2,000,00
" ,013;i;;_
$ 26,70
Balance of tax due
~jus Interest to
Date of Pavment (+)
TOTAL tax and
Interest to Date
of Payment
$2,000,00
$ 26,70
Interest from 3-03-80 to 5-23-80
Results In:
$2,026.70
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - . - - - - - - .- - - - - - - - - - - - - - - - - - - - - - - - -
1 month ,005 4 months "020 7 montl1s ,035 10 months ,050
2 months ,010 5 months ,025 8 months ,040 11 months ,055
3 months ,015 6 months "030 9 months ,045 12 months ,060
1 day ,00017 11 days "00186 21 days ,00352
2 days ,00034 12 days ,00203 22 days ,00369
3 days ,00051 13 days ,00220 23 days ,00386
4 days ,00068 14 days ,00237 24 days ,00403
5 d&lYS ,00085 15 days ,00250 25 days ,00420
6 davs ,00101 16 days ,00267 :<6 da~'s ,00437
7 davs ,00118 17 dal's "00284 27 days ,00454
8 cays ,00135 18 days ,00301 28 days ,00471
9 daIS ,00152 19 days ,00318 29 days ,00488
10 days ,00166 20 days ,00335 30 days ,00500
- - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Any party in Interest. mcludlng the Commonwealth and the personal representative. not satisfIed WIth the
appraisement and assessment may object withm sixty (60) days after receipt of this Notice as prOVIded by
Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.$. sec, 2485 - 1001).
MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT"
DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INSTR~CTION 800K FOR ADDRESS,
/ II. ,";,'(11 ..)
BUREAU OF INOIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURO, PA 17128~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
NOTICE OF ASSESSMENT OF AMNESTY
NON-PARTICIPATION PENALTY AND
STATEMENT OF ACCOUNT
-
UW.IUlU IF'IO..'"
RAYMOND L GOTTSHALL
4 GUSTIN DR
MECHANICS BURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-96
GOTTSHAL L
02-03-81
21 81-0103
CUMBERLAND
101
RAYMOND
E
l
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to'your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifE'v:iijoiAi.f-€x-AFPToii:9&j-n-iiiiii-xNH€RITANc'E-iAx-srXTEMENi-OF-ACciiiifjr".-.ii---n----n'------m
ESTATE OF GOTTSHALL
RAVMOND E FILE NO.21 81-0103
ACN 101
DATE 05-13-96
THIS STATEHENT IS PROVIDED TO ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PRDJECTED INTEREST FIGURE,
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-08-96
1,427,41
PRINCIPAL TAX DUE:....
...."......."..... ...... ........,........,............"........"....
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
07-21-81
01-18-96
RECEIPT
NUMBER
XB029660
AMNP PEN
DISCOUNT (+)
INTEREST (-)
,00
366,71-
AMOUNT PAID
106,65
,00
NOTE: THE 15? AMNESTY NON-PARTICIPATION PENALTY IS COMPUTED AGAINST THE LIABILITY
NOT PAID BEFORE JANUARY 18, 1996, THE FIRST DAY AFTER THE END OF THE TAX
AMNESTY PERIOD,
THIS NOTICE IS TO ADVISE YOU OF THE ASSESSMENT OF THE NON-PARTICIPATION
PENALTY. THIS NON-PARTICIPATION PENALTY IS APPEALABLE IN THE SAME MANNER AND
IN THE SAME TIME PERIOD AS YOU WOULD APPEAL THE ABOVE REFERENCED LIABILITY.
PLEASE NOTE THAT THIS NOTICE DOES NOT EXTEND THE TIME PERIOD FOR THE APPEAL
OF ANY LIABILITY OTHER THAN THE NON-PARTICIPATION PENALTY.
INTEREST IS CHARGED FROM 11-04-81 TO 05-21-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.*
AMNESTY NON-PARTICIPATION PENALTY HAS BEEN ASSESSED
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
106.65
1,320.76
1,517,53
2,838,29
. IF PAID AFTER THIS.DATE, SEE REVERSE
SIDE FDR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. I
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PAYI1ENT:
Detach tho top portion of this Notice Bnd submit with your paymont mado payablo to the namo and address
printed on tho revorse side.
If RESIDENT DECEDENT mllka chock or manGY ardor pSY8bh to: REGISTER OF WILLS, AGENT.
If HON-RESIDENT DECEDENT make chock or money order psyabh to: COMMONWEALTH OF PENNSVLVANIA,
All payments rocnlvod shall be BPpllod fIrst to any intorost whIch may be duo wIth any romaIndor app!iod to tho tax.
REFUND (CR): A refund of 8 tax credit, which was not roquestod on tho Tax Return, may ba roquosted by comploting an
"Application for Rofund of PennsylvanIa InherItanco and Estato Tax" (REV-1313). Applications ere avallablu at
thu OffIce of the RugIster of WIlls, an~ of the 23 Revonue DIstrIct Officus or fro~ the Department's 24-hour
answuring servicu numbers for farms ordering: In Pennsylvania 1.800-362.2050, outsIde Punns~lvanIe
and wIthin local Harrisburg arUB (717) 767-8094, TOOl (717) 772-2252 (Hoaring ImpaIred onl~).
REPLY TO:
Quustions regarding Orl"orS containud on this noticu should bu addrussud to: PA Departmunt of Ruvunue, Buruau
of Individual Taxus, ATTH: Past Assussmont Ruviuw Unit, Dupt. 260601, Harrisburg, PA 17126-060i, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid withIn three (3) calondar months aftur the decudont.s death, a five purcent (5%) discount
of the tax paid is allowed.
PENALTY:
Thu 15% tax a.nusty non.partIcipation punalty is computud on the total of the tax and intorust assossud, and not
paid before January 18, 1996, the first da~ after the und of thu tax amnost~ period.
INTEREST:
Inturust i5 charged buginnIng with first day of dulinquenc~, or nIne (9) months and ono (1) da~ fro~ tho dato of
doath,to tho datu of paymunt. Taxus which becamu delinquunt boforu Januar~ 1, 1982 buar interest at thu fate of
six (6%) perr-ent per annum calculated at a daily ratu of .000164. All taxes whIch became dolInquent on and after
January 1, 1982 wIll bear Intorest at a rate whIch will vary from calonder year to calondar ~oar with that rate
announcod by tho PA Department of Revenue. The applicablo intsrsst ratos for 1982 through 1996 are:
Year Interest Rate Daily Intorest Factor
Year
Interest Rate
Daily Interost Factor
1982 201: .000548 1987 91: .000247
1983 161: .000438 11)88-1991 111: .000301
1984 111: .000301 1992 9% .000247
1985 131: .000356 1993.1994 n .000192
1986 101: .000274 1995.1996 9% .000247
--Interut Is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax become~ delinquent will refluct an inture.t calculation to f1fteen (15) days
buyond thu date of thu assess.ant. If pay.ant 15 Mado aftar thu Intefu,t conputat1on date shown on tho
NotIco, additional intufest must be calculatod.
\
PAYHENT:
Detach the top portIon of this Notice and 5ub.lt wltn your payment .ade payable to the na~e and address
printed on the reverse side.
If RESIDENT DECEDENT llIake check or llloney order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT lIake check or money order payable to: COHMONWEAlTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, .ay be requasted by co~pletIng an
"ApplIcatIon for Refund of PennSYlvania InherItance and Estate Tax" (REV-13I3). ApplicatIons are avaIlable at
the OffIce of the Register df Wills, any of tho 23 Revenue DIstrIct OffIces or fro. the Dapart.ent's 24-hour
answerIng service nu.bers for forms ordering; In PennSYlvania 1-800-362-2050, outsIde PennsylvanIa
and within local Harrisburg area (717) 181-8094, TOO. (117) 172-2252 (Hearing ImpaIred only). .
REPLY Te:
QuestIons regarding Drrors contaIned on this notIce should be addressed to: PA Depart.ent of Revenue, BUreau
of IndIvidual Taxes, ATTN: Post Assassment Review Unit, Cept. 280601, HarrISburg, PI. 11128-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid withIn three (3) calendar 1I0nths after the decedent's death, a fIve percent (5%) discount
of the tax paid Is allowed.
PENALTY:
The 15% tax aanesty non-partICipation penalty 15 cOlllputed on the total of the tax and interest aGsessed, and not
paId bafore January 18, 1996, the first day after the ~nd of the tax a.nosty poriod.
INTEREST:
Interest is charged beginning wIth first day of delinquency, Dr nino (9) 1I0nths and one (1) day fro. the date of
death, to the date of paYIlIGnt. Taxes which beca.. delInquent before January 1, 1982 boar interest at the rate of
sIx (6%) percent per annuli calcuiated at a dally rate of .000164. All taxes which beca.e delInquent on and after
January 1, 1982 wIll bear Interest at a rate which will vary frOG calendar year to calendar year with that rate
announced by the PI. Oepart..nt of Revenue. The applicable Interest rat.s for 1982 through 1997 are:
Year Intere.t Rate Dally Interest Factor
Vear
Interest Rate
Dally Interest Factor
1982 20~ .000548 1987 'X .000247
1983 16% .000438 1988-1991 11% .000301
1984 11% .000301 1992 'X .000247
1985 13% .000356 1993-1994 7% .000192
1986 10% .000274 1995-1997 .X ,000247
--Interest 1. calculated a. foUow.:
INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice I.sued aftar the tax becD.e. delinquent will reflect an Int. rest calculation to flft.en (15) day.
beyond th. date of the a....I..nt. If pay..nt I. .ade after the Interest co.potatlon data shown on tho
Notice, additional Intere.t .u.t be calculated.