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Home My WebLink About81-00215 i:l ~ ~ ~ I ~ e fj;! H In i 0 ',-j ; ~ 0 . I . ....~.. ,.- .... to 0 . ,.- ~ C\l - ~ ID . - 0 LlJ z INSTRUCTIONS ASSETS _ D..cribe 011 Real Estata located in Pennsylvania and held solely by decedent or held jointly with another party or parties as tenants in conmon or as Joint tenants with right of survivorship. Includo the docedont., percentage of ownership and the estimated market value. List 011 tangible and intongible personal property owned individually by the decedent or jointly with another party or parties os joint tenants with right of survivorship at the tlmo 01 doath. Include intangible pe..ana\ property titled In the namo 01 the docedont, but payable at death to another party or partios including but not limited to P.O.D. U.S. Savings Bonds and tentativo trust accounts. Li st any property transferred by tho decedent, within two years of death for which he/sha did not raceive valuable and adequate consideration. DEBTS & DEDUCTIONS _ Unsatlslied liabilities incurred by the decedont prior to his/her death ore deductible against hi5/her taxable estate. In addition to debts incurred by the decodent, other items are claimable including the cost of administration, attorney foes, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grove marker. Evidence to support the decedent's or the Estate's liability for the debts being claimed should be attached to this roturn. A family exemption of $2,000.00 may be claimed by 0 spouse 01 0 decedent who died domiciled in Pennsylvania. II there ls no spouso, or if the spouse has forfeited his/her rights, then any child of the decedent who is member of the some household can claim the c!)cemption. In the event, there is no such spouse or child, the exemption can be claimed by a paren"t or parents who are members of the same household as the decedent. r -c c ("\ >- m >- ~ Z >- 0 0 C V> c r G1 ("\ c: C -t Z 3= Z r m m ^ z ;;0 >- p z p z z m -t m -t p -t -< V> m V> p V> 0 -t Z 0 ;;0 P "T1 "T1 >- -t 0 'l1 .', ('"\ . 0 :!! :."JL", Z 0 0' " L~" "'" V1C' l> , "L"I l.. ;~!~ r 1<.' <,> :::;i C C'J ~ I ~~J Ul I..;' 0.: -< -< rn 0' oBJ cr::(r~ c... m m 0 "" ' en 0-'- ~<;!: >- >- Z u'" 0_:;:) ;;0 ;;0 r IUW 0:0: ~ ~u -< ~ u INFORMA TION PLACE FOR FILING _ The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resi ded. TIME FOR FILING - The return is due nine months after the decedent's death, unless on extension for filing has been applied for and granted by the Secretory of Revenue within the nine.month period. FAILURE TO FILE RETURN - Section 791 of the 1961 Statute provides that" I . .any person who willfully falls to file a retum or other report required 01 him sholl be personally liable. . .ta 0 penalty 01 25% of tho tax ultimatoly laund to be due or $1,000 whichever is the less to be recovered by the Department of Revenue as debts of like amount are recoverable by law." INFORMATION To insure proper credit to your account, the namo of tho Hstatl! and fIle l1urnbtj[ 6hould bo cloarly print. cd on tho check or money order. This assessment is made in accordanco wittl Seclion 708 of Iho Inheritance and Estate Tax Act 01 1961 172 1'.5, 9 2485,708). To the extent that inherilance tax is paid within throe (3) months olter the death of the decedent. {) discount of five 15) percent is allowed 172 1'.5. \ 2485,716), Inheritance Tax, other than lax on a futuro interest. is due at the datc of the decedent's death and becomes delinquent at the expiration of nine (9) months afler the docedent's dcmh (72 P.S. S 2485.711). Inheritance Tax on a future interest is payable within three (3) months nfter the transfer takes r!ffcct in possession and enjoyment and is delinquent thereafter (72 P.S. 9 2485.712). Calculate interest from the delinquent date 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 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 monlhs .060 1 days .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 days ,00085 15 days ,00250 25 days .00420 6 days .00101 16 days ,00267 26 days ,00437 7 days .00118 17 days ,00264 27 days .00454 8 days .00136 18 days ,00301 26 days ,00471 9 days .00152 19 days .00318 29 days ,00468 10 days .00169 20 days .00335 30 days ,00500 -- ------------------- -- - -- -- -- - -- --- - ---- - - - --_._- - - - - - - ---------- - ---- Any party in interest, including the Commonwealth and the pe/sonal representfJtivc, not satisfied with the assessment may object thereto within sixty (60) days after receipt of thiS Notice as provided by Section 1001 of the Inheritance and Esta.. Tax Act of 1961 (72 P,S S 2485,1001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: