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Home My WebLink About81-00246 i:i ~ i ~ m i ~ ~ . I:Q . ; rQ . .~ ~ ~' ~ rQ . o Z - o ~ .,3 ~ - lilt UJ .. ~ ~. ~ ~ I H Ii ! ~ g} ; 1m ~ I ~ r. CO . r C\I ..... o ~ ~. ~ LIJ . o .'z. INFORMATION To insure proper credit 10 your account, tho name 01 tho estate and file number should be clearly print- ed on the check or money order. This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961172 P,S, ! 2485.708), To the extent that inheritance tax is paid within throo (3) months after the death of the decedent. a discount of five 15) percent is allowed 172 P.S, ! 2485- 7161, Inheritance Tax. other than lax on a future interest, is due at the dalO of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (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 (72 P.S. S 2485.7121. 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 months ,060 1 days ,000 17 11 days ,00186 21 days ,00352 2 days ,00034 1 2 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 .0011S 17 days ,00284 27 days ,00454 8 days .00135 18 days ,00301 28 days .00471 9 days ,00152 19 days ,00318 29 days .00488 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 nfter receipt of This Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961172 P,S,! 2485-10011 Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: INSTRUCTIONS , ASSETS _ Describe 011 Real Estata locoted in Pennsylvania ond held solely by decedent or held iointly with onother party or parties as tenonts in CDmnon or 05 joint tenants with right of survivorship. Include the decodentls percentage of ownership and the estimated market value. List all tangible and intangible personal property owned individually by the decedent or jointly with another party or parties as joint tenants with right of survivorship at the time of death. Include intangible personal property titled in the name of the decedent, but payable at death to another party or parties including but not limited to PIO.D. U.S. Savings Bonds and tentative trust accounts. List any property transferred by the decedent, within two years of death for which he/she did not receive valuable and adequate consideration. DEBTS & DEDUCTIONS _ Unsotisfied liobilities incurred by the decedent prior to his/her deoth arc deductible agoin,t his/her taxable estate. In addition to debts incurred by the decedent, other items are c10imable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of 0 burial lot, tombstone or grave marker. Evidence to support tho decedent's or the Estote'. liobility for the debts being claimed should be ottoched to this return, A family exemption of $2,000.00 moy be claimed by a spouse af 0 decedent who died domiciled in Penn'ylvonia. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is member of the same household can claim the exemption. In the event, there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. r "'tl '=' n )> m )> 0 '=' '=' VI Z G1 n c '=' -l m m ^ z ;0 )> z m -l m -l p Z -l -< VI m 0 VI 0 -' Z 0 ." P '"Tl '"Tl -.' - ., () Ul w It:j .. EC " 'I.) to: ::r w :t1 4, ,. g. "'. ,.... '2: '7' \0 ~,{~ 'tl I)> I~ I'. :1:;;: ro 'tl Ul I..J"' Dc ;:...1 '1 ro ~ 01.- o. :.-0.: ,.... ;:l o:::v:. ~)l.U oa "" IlJ Ul :;d (.JUJ 2ii~~ ::l cr H l::!'" - :;J ,p,. to: )> SO 'ju \ '1 u O<l iii I H I hj hj I IlJ hj t'" ~ t:j INFORMATION )> ~ '=' r z ~ z r p z 0 VI -l ;0 )> -l 0 Z o '11 '11 n :l> r C Ul 111 o Z r -< -< m )> ;0 -< m )> ;0 PLACE FOR FILING _ The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resi ded, ~IME FOR ,FILING _ The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine.month period. FAIL.URE TO FILE R~TURH _ Section 791 of the 1961 Stotute provides thot ", . .any person who willfully fail, to file a return or other report required of him shall be personally liable. . .to 0 penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the less to be recovered by the Department of Revenue as debts of like amount ore recoverable by law."