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SO'21-81
PETITION FOR LETTERS OF ADMINISTRATION
IN THI'; EST:\TI'; OF ....J9'f.~,f1..,/I......W);J,.),.,f1.!L..,...........,........ ()E(,E:\~.mn.
'1'71)
...j' .'.J
To .....Ma:r:,}1,..C..,..L~w.ia ,...., ...., ..................., ,.,.., ,......,..".., ,...,."""..,' ........ ......,..'
Register of Wills for the COUllt)' of Cllmherlalld. ill 1111' \.'ol1l1l1ollwealth of Pelllls)'lvallia.
The Petition of ...',.,.. ~,~~~.s.,..~,:., ,:vI,~~,~.e.~., ,,',' ". '.' ,.. .",., "...,.."",...,' .,. ".,..,....,.,..,.. ,."...' ",.,..', ,.....,.........,..,
...............,........,......,...."......,........".., ,'espeel filii)' showel h I hat ...,J.Ry.~!?..l\."..W~J,l~'I:.,..,..,......,............,..,..
was a resident of ....,..N.Dr.thl>1i.dd1I;'.tO(\....,.........};f,,,~;1~p . Cumberland County. Btate of Pennsyl-
vania, and a Citizen of United States. and departe,1 this life ill testate in the Coullty of ..,..,.......,..............
......p.~~.p.~,.~..,. .,.....',..' lllld Stale of, "",f'!'!,~~,r1ll,y.,1.~,~rl,j:1J.,.,. "..', .".',. ,.,."..,..,......."....,..........."......................,..
Friday 15th May 81
on ..............,........,........,..... the ...,..,................................ da)' of .........,....,....,..,............,.............. A, D.. 19...........
at the age of ....~.J,..,.... years.
That the said ....,J.ay,ce...A.....Wel.le,r...............,....,...,........, deceased, left survivillg the following
named widow or husband. heirs and next tu kin. to wit:
................................................................
Jeffrey L. Rupp
......................,.....................
Son
Residence
1106 Karen Drive
.,.' C.ax 1 is 1e.", ,P.a... .17 013..........
115 Mountain St,
....Mtr..,..,H.oHy..,Spl!.1:G:g-s';'..:pa'".. 17065
Name
James S, Weller
Relationship
Husband
..............................................."...............
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........""....................................................
That those above named include all of the next of kin. so far as known.
The said decedent was possessed of personal propcl.t;- to thc estimatel\ value of $..,...v~~.~~~.~.~..
and of Real Estate. Icss incnmbrance. to the e,;timated ,'aiuc of $....,N,QIJ.'i:............,..,... as near as can be
ascertained.
..,........,..,..".".,.....,..,.."",."...,.".,..,.,.,...,',...,.",..".,.."....,..,..."."..,..."..,',.,""',.,.".....".."".,.",....,.....,...............,..........,..
That the said Real gstate in so far as is known is locate II in
...............................................................,
Therefore, your petitioner(s) respectfully appl,'(ies) fOl' Letters uf Administration in the above
named estate.
June 9 . I
Dated ....,........,......,.,.....,..................,..,.. A, IJ,. 1.1.81.,.
Signature anlt Adelress
of Petitioner (:.:.)
(L" ml.b J, ~l,.jpjh1
~~~....".................."............."..""......"......."....""........
James s. weller
......llO,6..,Ka);.~n..,D);,tv~..,..,c,a.r.)J.$.1~.....fg... 17013
..,..'.','"..,',.,.,','.',.,',',','".,..',',.,.,'.,','.'..'....,.,..',.,'.'.',.,,"'....,....,.,..'...'........,............/il#..'.o J ]
COMMONWEALTH OF I'EN:\SYLVANIA
COUNTY OF CUMBERLAND
James S.
......,..........,.............,....,.......................,. ......,..,......,.......,......... .....",.......,..,."...................,.,...........,..".. nllmed
in the IIhove application IlCin~ dilly ..,~~.o.r.!'..............,................. a"col'din~ tn IIIII', ""l' Ihal the fllcta get
fOl'th in the IIhove IIppliclltiOIl 1I1'!' tl'lle to the heHt of ..b.i8..,.... kll\lll'icd~e IIlld helieI',
b"'e'f"o"r"e""m'"e'',''''''''''''''''''' S.\\"q);.\L...., lInd HllhHcribed 1 ..:........' ...." ,..", '''']'' ""';;"'''' "''':'''''''' ,......... ,................
~J:o/!:,",.,.,"',:,.".'h/e!If:~"',...,"',."....,..,......
'"'7'h..ol.).!I]'~'''~''''i'''''''5I;''''' A. .1)., !D..~.1.... ...........,.....,.........,..........,................,...."............,..........,
..r:;/l?af."c."..'...1~~~';~~~~,... "",.".""..".,.".""".,..""..".,"',..,..,..,"".."..'",..,...'....'..,...
Filed: . ,...J..~!:I.~,..l.L,....,...,........,...,L.1..?~.1.,.,..... A ttol'l\e)': .~~,o.~!?,e...,B.,:....~~\!~,r.~.~...P.,~.~..~..,....
\
t HS:
Weller
OATH OF PERSONAL REPRESENTATIVE
COMMONWE.(\LTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND'
} ss:
James S. Weller
..... ,........ ,............,.... .......".,...,..........",....,........,..,..,. .........,..,...,..."".............."....."........,',.. ......,.....,...., petitioner (s)
being duly .............SIlZO,1:0..,.......,..................,.. according to law do .e,s...... depose and Sill' that as the
administra t.R);,....,... of the estate of .....J.~y..~~..A~...~~.P.~?:.,.......................................................................
........................................................................................................................................................:...............................
deeeased ............\!!'!......., wili well and truly administer the goods and chattels, rights and credits of said
deceased. according to law. And also will diligentl)' comply with the provisions of the law relating
to Transfer Inheritances.
.......,.............",.......:'>wlJr.\1......,....,.. and subscribed
~~;~.'m......Z A~'m ~....J,1d.dth...........m........
R{g~i~d....~...:...I.//tu,..,..,...........,..... ....,....,..........,.......................,...............................................
DECREE
Be it remembered that on the ........,...g~~,......... day of ......,....,....J..~!:I.~......,............... A. D., 19.8.1....
Letters of Administration ill the estate of ....,J.C?y..c;;~..A"..:w.li\:1-.J.g;r;.....,........................................................,..
North Middleton Township
............'. .............. ....,..... ........ ..,.....' ..........',. ....,....... .. late of .',.' ........'.....J arne's" 's'~" .ioi'errer......... ............ ,......
Cumberland County, Pennsylvllnia, deceased, were granted to ............,......,...............,..,........,......................
........................................................................................................................................................................................
, Witness my hand and official seal the dill' and year afo~id. ~. )
..,.......~/p it.:f...l2.... t~........
",,,tot.< (J RegIster
) REV. 1647EX (1-821
BUREAU OF EXAMINATION I NOTICE OF INHERITANCE TAX
PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT ALLOWANCE OR DISALLOWANCE
P.O, BOX B327 '
HARRISBURG. PA 17105 OF DEDUCTIONS, AND ASSESSMENT OF TAX
ASSESSMENT
CONTRDL ND.
101
IDATE QG--,~ -il~
ESTATE DF WELLER JOYCE A FILE NO. 21 BI-0359
DATE OF DEATH 05-15-81 __~OUNtL~l.!liBJillLd\IlP
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCDUNT SU8MIT 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." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE DF DEATH. A DISCDUNT
DF 6% OF THE TAX PAID MAY BE DEDUCTED.
GEORGE B STUART
3 S HANOVER ST
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .
ESTATE OF WELLER
JOYCE
NDTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 06-21-82
A FILE NO,21 81-0359
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPRAISED VALUE DF ESTATE:
1. Real Estate (Schedule A)
2, Slacks and Bonds (Schedule BI
3, Closely Held Stock/Partnership Interest (Schedule C)
4, Mortgages and Notes (Schedule D)
5. Cash & Miscellaneous Personal Property (Schedule E)
6, JOintly Owned Property (Schedule F)
7. Transfers (Schedule Gl
8. Total Gross Assets
APPRDVED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses ISchedule H)
, 0, Debts/Mortgages/Liens (Schedule Il
11. Total Deductions
12. Net Value of Estate
13. Charitable Bequests (Schedule J)
, 4. Net Value Subject to Tax
ASSESSMENT OF TAX:
15, Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable ilt 15% rate
17. PrinCIpal Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
#
DISCOUNT (+)
INTEREST H
1
I
I
I
I
I
THIS ASSESSMENT IS BASED ON: ORIGINAL RETURN
NO INTEREST IS DUE IF PAID BY 02-15-82
IF PAID AFTER DATE INDICA TED SEE REVERSE FOR INSTRUCTIONS,
ACN 101
) CHANGEO
11)
( 2)
( 3)
1 4)
(5)
( 6)
( 71
.00
.00
.00
.00
27,356.29
275.18
.00
( B)
27,631.47
( 9)
(10)
.00
4.898.12
(11)
(121
(13)
(14)
4,898.12
22,733.35
.00
. 22,733.35
(15)
(16)
22,733.35 X,06=
.00 X,15=
(17)
1.364.00
.00
1,364.00
AMOUNT PAID I
---1
I
,
I
I
TOTAL TAX CREDIT
i BALANCE OF TAX DUE
1.364.00
RETAIN THIS PORTION FOR YOUR RECORDS
(if Balance Due it less than $1.00 no payment is required)
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INFORMATION
This document is the Notice reqUIred to be given under Section 709 of the Inherilance and Estate Tax Act
of 1961 (72 P.S. section 2485).
If the tax Is paid within three (3) months afler the decedent's dealh, a discount of 5% of the tax paid is all~wed,
Inheritance Tax becomes delinquenl nine (91 monthS afler the decedent's death, Inlerest is charged at the
rate of six (61 percent per annum on the amount of unpaid tax, (SEE EXAMPLE 8ELOWI
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 is calculated as indicated below: -
Interest from 3-03-80 to 5-23-80
Results in:
2 Months =
20 Days =
Rate of interest =
.010
... .00335
,01335
Balance of tax due
Rate of intprest
INTEREST
$2.000.00
x .01335
$ 26.70
STEP 3
Add the interest
to the balance of
tax due,
8alance of tax due $2.000,00
Plus Interest to
Oate of Payment (+1 S 26,70
TOTAL tax and
interest to Date
of Payment S2.026.70
STEP 1
Determine tl'1e rate of
interest trom the table beloW.
STEP 2
Multiply the balance of
tax due by the rate of
interest.
------....--.-..-.-..-...-.---....-.-.-.........-...-.--..---..---.--
, month .005 4 months ,020 7 months ,035 , 0 months .050
2 months .010 5 months ,025 8 months ,040 " months .055
3 months .015 6 months ,030 9 months ,045 , 2 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 days ,00085 15 days ,00250 25 days ,00420
6 days .00101 16 days ,00267 26 days .00437
7 days ,00118 17 days ,002B4 27 days .00454
8 days ,00135 18 day. .00301 28 days ,00471
9 days .00152 19 days .00318 29 days ,0048B
10 days ,00169 20 days ,00335 30 days .00500
..----.-..------........-....-.--.--.--.-...-..-.-.-..-.-.-...--.----
Any party In Interest. including the Commonwealth and the persona' representatIVe. not satisfied with the
appraisement and assessment may object Within sixty 1601 days afler receipt of thIS Notice as provided by
Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S, see, 2485 - 1001),
MAKE CHECK O~ MONEY O~OE~ PAYABLE TO: "~EGISTE~ 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 INSTRUCTION BOOK FOR ADDRESS,
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COMMONWEALTH OF PENNSYLVANIA
: SS.
COUNTY OF CUMBERLAND
Barry L. Rupp, being duly sworn according to law, deposes and says that the
facts set forth in the foregoing Petition are true and correct.
-4vvu/ ;~. --L?~p
Barry L. RupZ/' ~
Sworn to and subscribed before me
this \(.,':!> day of August, 1982.
~;j.S)~
WIlLIAM L. EARP, I\\"ooy Public
\\\\\\1 '""'0" Carlisle. Cumberland Co., P^
,.\\\ \~ . c~"'" My Commission &.pires Aug. 13, 1984
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LAW OFFIces
WILUAM F. MAR1S0N, P. C.
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AFTER DETERMINED PROPERTY
RIV.llOO EX. 11,831 ~ .
COMMONWE.AL'm~NSYLVANIA
DEPARTMENT Of REVENUE
aU.lAu O. IXAMINAT10N
P.O. lOX 8327
HARRISBURG. PI>. 17105
DECEDENT'S NAME (LAST. fiRST. AND MIDDLE INITIAL)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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82
DECEDENT' ADDRESS
1106 Karen Drive, Carlisle, Pa. 17013
WELLER, JOYCE A.
SOCIAL SECURITY NUMBER
OATE Of DEATH
Hay 15, 1981
eo.
Cumberland
165-38-3626
o 2. Supplemental Return
o 040. Future lntere,' Compromile
o 3. Remainder Roturn
o 5. fedorol e.tofo Tax
Return Requlrod
_8. Total Number of .ofo dopo.lt boxo.
01. Original Rolurn
04. Ufe e.tolO
06. Olcedent died t..tate 0 7. Decedent maintained 0 living trult
A"och co of Will (Mach copy of trust)
ALL COKRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAME ADDRESS
GEORGE B. STUART, P.C.
TELEPHONE NUMBER
(717) 243-3737
3 South Hanover Street
Carlisle, Pa. 17013
+
19. If IIno 18 i. grooler than lino 17, onter the dlllerence on line 19. Thi.1s the OVERPAYMENT.
A. OCheck her. if you are requesting a r.fund of your overpayment.
20. If lino 17 i. greotor than lino 18, enter the dllloronco on lino 20. Thi. i.the BALANCE DUE.
A. Enter the inter.st on the balance due on line 20A.
B. entor tho total of IIno 20 and 20A on line 20B,
Make Chock Payablo to: Regl.ter 01 Will., Agont
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
Undsr ponoltlo. of porlury, I dscloro that I hoyo exominod .hl. ro.urn, Including accompanying .chodulo. and .totomonts, and to tho bo., of my knowlodgo and bollol,
.' It I. lruo, corrod and comploto. I doclore thai 01\ rool o.toto ho. boon rsport.d at .ruo morko. voluo. Dedorotlon of proporor o.her than tho porsonol ropro..ntotlvo I.
bolt on alllnformatlo~of w~lch;ln"'jr.r has any knowl.dge.
aA11P4 vJ, 11././7)(.(1/1 Newville. Pa. 17241 Sept.', 1984
5 ATURe PERSON RESPONSIILE fOR fl RETURN A. DA.TE
1
CITY
STATE
Z
o
5
::)
!:
5
III
1. Real e.tote (Scheelule A) ( 1)
2. Stock. and Bond. (Schedule B) ( 2)
3. Clo.ely Hold Stock/Portne"hlp Intere.t (Schedule C) (3)
4. Mortgage. and Note. Recelyoble (Schedule D) ( 4)
5. Co.h, Bonk Depo.it. & Miscellaneous Pe"onol Property( 5)
(Scnedule E)
6. Joln.ly Owned Proporty (Schedule F)
7. Tron.fe" (Schedulo G) (Schedule L)
8. Total Gran Anet. (total line. 1.7)
9. Funeral Expens.s, Administrative Costl, Misc.llaneous ( 9)
Expen.o. (Schodulo HI
10. Dob... Mort80ge L1obilitie., Lion. (Schodule I) (10)
11. Total D.dudion. (.otolline. 9 & 10)
12. Not Value of e.toto (line 8 minus line 11)
13. Charitable and Govornmentol Bequo." (Schodulo J)
14. Not Value subject to tax (line 12 minus line 13)
15. Amount 01 line Utoxoble at 6% rote (15)
(indude voluo. from Schedule K or Schedule M)
16. Amount of IIno Utoxobl. at 15% rote (16)
. (includo value. from Schedulo K or Schedule M)
17. Principal tax duo (odd tax from line 15 plu. tax from line 16)
Interest
15,825.64
(6)
(7)
( 8)
2,341. 70
,1. ItR1. Qtl
,
(11)
(12)
(13)
(14)
)(.06 ..
)( .15..
(17)
Z
o
~
..
::)
...
~
8
g
Discount
Amount Paid
(18)
(19)
18. Total Prior payments:
(20)
(20A)
(20B)
3
ADDRESS
ZIP
,~
'.lr'"
'.__..r'
1~1-~
1 n._,
ai
..,.
;JJ~
"'n
r.>o
(7,';%:l
..Ie",
, .,'"'!'1
,.'_,J
~
I'
I
--J
-,
;..-
..:)
v
.'
-
15.825.64
2,341.70
13,483.94
U,4~J.~4
809.04
809.04
809.04
40.80
849,S4
S~iie .
1. 19R4
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WELLER, JOYCE A.
.,
i
I
i
I
I
REv.nae EX_ (7.U)
AFTER DETERMINED PROPERTY
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
FILE NUMBER
21-81-359
(All property )olntly-owned with thl Right of Survlvonhlp mUlt bo dl.closed on Schodul, "F"I
ITEM
NUMBER
1.
2.
DESCRIPTION
VALUE AT
DATE OF DEATH
15,000.00
Proceeds of no-fault insurance policy (received 3/2'1/84)
S h are in proceeds of no-fault insurance policy
received by Richard L. Myers Estate (received 3/27/84)
825.64
TOTAL (Also enter on line 5, Recapitulationl
$15,825.64
(If mora .peco II nHded In.ert additional 'heat. of lame IIZ81
REV.ISIl EX. 170131
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WELLER, JOYCE A.
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRA'fIVE COSTS AND
MISCELLANEOUS EXPENSES
FILE NUMBER
21-81-359
ITEM
NUMBER
A.
DESCFlIPTlON
Funeral Expenses:
AMOUNT
1.
B. Administrative Costs:
1. Personal Representative Commissions 8 _36 - 9651
Social Security Number of Pe'l'll'd~ Representativet 6 790.85
Year CommisslOlll paid
2. Attorney Fees 1,540.85
3. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
4. Probate Fees
C. Miscellaneous Expenses:
1. Filing costs 10.00
TOTAL (Also enter on line 9. Recapitulation)
$
2,341. 70
(If more 'PIC. I. needed In..rt additional IhHtI of sam. size)
REV.1513 EX'" 17-83)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WELLER, JOYCE A.
SCHEDULE "J"
BENEFICIARIES
FILE NUMBER
21-81-359
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
1.
A. Taxable Bequests:
James S. l~eller
Spouse
1/2 share
2.
Jeffrey L. Rupp
Son
1/2 share
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also enlllr on line 13, Recapitulation) $
(If more .paee I. needed Insert .ddltlonel she.n of ume size)
~- -- -- --- ---- -.- -- - -.- - - --- -- ----- -.- --- ----..-
--.-------------
REV.1162 EX 11/82
M087431 COMMONWEALTH OF PENNSYLVANIA
NO . . DEPARTMENT OF REVENUE
OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
1
o
ACN
Assessment Control No.
RECEIVEO FROM:
r.:....o1~II.Jl...Wtl ],lel:' d
.-.c/o_Ge0l'98..B... stuart. Bsaq.
..._.3..J~La.n()yel:' S.tl:'8et
___CadlI11ekiaL .17013 .
L
101
..~
.J
ESTATE INFORMATION:
FILE NUMBER
21-81-359
NAME OF DECEOENT WBLLBR JOYCE A.
DATE OF PAYMENT S:~tembel:' FJf,ST 1984
MI
POSTMARK OA TE
COUNTY
Cwnbel:'land
Ma 15, 1981
OATE OF OEATH
REMARKS
~TOTAL AMOUNT PAID
SEAL
RECEIVEO BY
" i j
I' / /
. .
REGISTER OF WILLS
_<<In
-
...- L __~__ ..11. ___ :LL __ "...
~---- - ---'----- --_._- ----- ----~
( t,
./~IGNATURE /
,
.'
.~.. ,........~
.
m AMOUNT
849.84
849.84
- )
l,...--
~
~
e
Ii
..
=1
J
e
,
~
.........,. __ 2 __ ____
.: ,....' ,..~WN~~'iik~?~I'!!'V'~~~--\~~~-;O;',
~,
~!r~~'-. "/71 \
.. "-.:~'; " 'II' I NOTICE OF INHERITANCE TAY. ACN
~.(~~,:jc). I APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
""'I!i!!""' I OF DEDUCTIONS. AND ASSESSMENT OF TAX I
DATE 1~
FILE NO. 21 81-0359
COUNTY CUMB?RLAND
SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
ABOVE COUNT'!, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS.
JREV' 1547EX (07-B4)
COMtJON.....Et.t'n OF PENNSVl\lloNtt.
DEPA.R1MEtil Of RE~'ENUE
BUREl.U Of hCCOUNTS SEHLEI/ENT
1',0, BOX 8903
HARRISBURCi. po:. , 7 'O~
JOYCE
A
ESTATE OF WELLER
DATE OF DEATH 05-15-81
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT
PAYMENT TO THE REGISTER OF WILLS OF THE
AGENT",
GEORGE B STUART
3 S HANOVER ST
CARLISLE PA 17013
101
-
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -
- ----- - - - - - - -- -- -- -- - - - - - - -- - -- - - - -- - - - - -- - -- -- - - - - - - - - - - ---- --- ------.
ALLOWANCE OR DISALLOWANCE OF OEOUCTIONS AND ASSESSMENT OF TAX
NOTICE OF INHERITANCE TAX APPRAISEMENT,
REV. 1547EX (07-84)
ESTATE OF WELLER JOYCE
A FILE NO.21 81-0359
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISEO VALUE OF RETURN BASED ON: 1 SUPPLEMENTAL
1. Real Estate (Schedule Al
2. Slocks and Bonds (Schedule 8)
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule 0)
5. CashfBank DepositsfMisc. Personal Property (Schedule El
6. Jointlv Owned Property ISchedule F)
7. Tra~sfers (Schedule Gl
8. Total Assets
) CHANGED
RETURN
I 11
I 21
( 3)
( 41
( 51
( 6)
( 71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpenseslAdministrative Costs/Miscellaneous
Expenses (Schedule H) ( 91
10. Debts/Mortgage liabilities/Liens (Schedule n (1 Q)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, ltnes 14, 15 and/or 16
reflect figures that include the total of.AlL returns assessed
ASSESSMENT OF TAX:
, S. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
NOTE:
(15)
(16)
PAYMENT
DATE
07-13-82
09-07-84
RECEIPT
#
049660
087431
DISCOUNT 1+)
INTEREST 1-1
52.74-
272.55-
INTEREST IS CHARGED FROM 09-08-84 TO 11-13-84
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.'
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATiON
OF ADDITIONAL INTEREST
DATE 10-29-84
ACN 101
,00
.00
.00
.00
15,825.64
.00
.00
( 81
15,825.64
2,341. 70
.00
11'1
(12)
(13)
1141
and 17 will
to date,
2,341.70
13,483,94
.00
36,217.29
36,217.29
,00
2,173,04
.00
2,173.04
X,06~
X.16~
(17)
AMOUNT PAID
1,397.70
849.84
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2,
250.79
5.06
255.85
(If Balance Due IS less t1~an $ 1.00 no payment is reauired)
HECOll,-n C' ,
I.'~:G';. ~ '
'8'
" I1I:r 19 P'I
('u ~::-' :~<,;':, l'
r;l.'~~ 1.' '.: ;'! ;', ',',. .
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- If any future interest in the estate is
transferred in possession or enjoyment to Class 8 (collaterall beneficiaries of the decedent after the expiration of any estate
for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (collaterall rate on any such future interest.
08JECTIONS:
To fulfill the requirements of Section 1740 of the Inheritance and Estate Tax Act, Act 255 of 1982 (72 Pa. C,S.
Section 1740),
Detach the top portion of this Notice and submit with your payment to the Register of Wills.
--Address information is listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident
Decedent"
--Make check or money order payable to: REGISTER OF WILLS, AGENT.
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV- 1 3 1 3), Applications are available at the Office
of the Register of Wills. any of the 24 Revenue District Offices, or from the Department's Forms Service Unit
by calling (717) 233-3443,
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 may Object within sixty (60l days of receipt of this
Notice as follows:
--by written protest to the Departmer.t of Revenue. Board of Appeals. P.O, Box 1874. Harrisburg, PA
_ -by election to have the matter determined at the audit of the account of the personal representative
--by appeal to the Orphans' Court.
17105 OR
OR
PURPOSE OF
NOTICE:
PAYMENT:
REFUNO (CR):
AOMIN-
ISTRA TIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue. Bureau
of Accounts Settlement, P,O. Box 8903. Harrisburg, PA 17105. See page 3 of the booklet "Instructions for
Inheritance Tax Return for a Resident Decedent" for an explanation of administratively correctable errors.
INTEREST:
If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5%) discC'unt of
the tax paid is allowed,
Interest is calculated on a daily basis at the following rales:
DISCOUNT:
Delinquent Date
5127143 to and includ,ng 1213118t
111182 to and includ,,'g 12131182
11 I 183 to and including 1213 I 183
111184 to and ,ncluding 12131184
Interest Rate
6%
20%
16%
11%
Daily Interest Factor
,000164
,000548
,000438
,00030 I
--Estates that became delinquent on or before Decemher 31. 1981 will maintain a constant iNterest rate until the
del1nquent balance is paid in full.
--Estates that became delinquent on or after January 1. 1982 are subject to a variable interesl rate that changes
each calendar year.
_ -Interest IS calculated as follows:
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Not;ce 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.
J
COMMONWEAL Hi or PENtlSVLVANIA
DEPARTMENT Of REvENUE
BUREAU OF EXAMINATION
P.O. ,OX "" RECDRD ADJUSTMENT
HARRISBURG, PA 1710& DATE
01-10-85
ESTATE DF WELLER JOYCE A: FILE NO. 21 BI-0359
OATE OF OEATH 05-15-Bl COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF
WILLS. AGENT."
~,
.
INHERITANCE TAX
ASSESSMENT
CONTROL NO.
101
REV. IB93EX (" -B4)
GEORGE 8 STUART
3 S HANOVER ST
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -
________________w_____________________________________----------------.
REV, IS93EX (" -84)
>>INHERITANCE TAX RECORD AOJUSTMENT>>
ESTATE OF WELLER
JOYCE
A FILE NO.21 81-0359
ACN 101
OATE 01-10-85
ADJUSTMENT BASED ON:
ADMINISTRATIVE CORRECTION
VALUE OF
1,
2,
3,
4.
5,
6.
7,
B.
ESTATE:
Real Eslale (Schedule AI
Stocks and Bands (Schedule BI
Closely Held Stock/Partnership Interest (Schedule Cl
Mortgages/Notes Receivable (Schedule 0)
Cash/Bank. Deposits/Misc, Personal Property (Schedule E)
Jointly Owned Property (Schedule FI
Transters (Schedule GI
Total Assets
111
1 2)
1 31
( 41
(5)
1 6)
( 71
.00
.00
.00
.00
43 ,lB1. 93
275.18
.00
( 81
43,457.11
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule HI
10. Debts/Mortgage Liabilities/Liens (Schedule I
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
( 91
1101
2,341. 70
4,B9B.12
(111
(121
1131
1141
7,239.82
36,217.29
.00
36,217.29
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:
(151
(161
36,217.29 X,06=
.00 X. 15=
1171
2,173.04
.00
2,173.04
PAYMENT RECEIPT OISCOUNT 1+)
DATE # INTEREST (-)
07-13-82 049660 52.74-
09-07-84 OB7431 272.55-
09-07-B4 ABATED .00
AMOUNT PAID
1,397;70
849.84
250.79
TOTAL TAX CREDIT
BALANCE OF TAX DUE .00
INTEREST .00
* IF PAID AFTER DATE INDICATED SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST TOTAL DUE .00
(IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDlr' (CRt NO PAYMENT IS REQUIRED)
,
..
0_
".
(7,., .....
c_.
~~.,- $
c:: ",
o~,_, .' ,.
h
U:-l :.>
...J..... U" ,.
",- po
PA VMENT:
REFUND ICR):
REPLV
TO:
DISCOUNT:
INTEREST:
Detach the top portion of this Notice and submit with your payment to the Register of Wills.
--Address information is listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident
Decedent."
--Make check or money order payable to: REGISTER OF WILLS. AGENT.
A refund of a tax credit. which was not requested on the Tax Return, may be requested by completing an It Application
tor Refund of Pennsylvania Inheritance and Estate Tax" (Form REV-13 1 3), Applications are available at the Office
of the Register of Wills, any of the 24 Revenue Field Offices, or trom the Department's Forms Service Unit 24
hour Forms Ordering telephone lines cn Harrisburg - (717) 233-3443. in Phiiadelphia - 1215) 351-2065.
or In Pittsburgh - 1412) 565-360 I.
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Examination, P.O. Box 8327, Harrisburg. PA 17105. ATTN: Post Assessment Review Unit
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed,
Interest is calculated on a dally basis at the
Delinquent Date
5/27/43 to and including 12/31/81
1/1/82 to and including 12/31/82
1/1/83 to and including 12/31/83
1/1/84 to and including 12/31/84
1/1/85 to and including 12/31/85
following rates:
Interest Rate
6%
20%
16%
11%
13%
Daily Interest Factor
.000164
,000548
,000438
.000301
.000356
--Taxes that became delinquent on or before December 3 " 1981 will maintain a constant interest rate until the
delinquent balance is paid in full.
--Taxes that became delinquent on or after January 1,1982 are SUbject to a variable interest rate that changes
each calendar year.
--Interest is calculated as follows:
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF OAVS DELINQUENT X DAILV INTEREST FACTOR
--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 atter the interest computation date shown on t.he Notice,
.dditional interest must be calculated.