HomeMy WebLinkAbout81-00377
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NO, 21-81
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PETITION FOR LETTERS OF ADMINISTRATION
IN THE ESTATE OF ..,...sHE.REE...A..HOLLER........,..........,..,.. IJI~CI~ASEI>,
To ......~~X..~"..,.r,.,!!;w.~,~. "" ",..".,......,.,.."", "".,..,..... ,..,""",."."""".", '., .,'.........
Register of Wills for Ihe COli 111.1' of Cllm(,el'ialld, ill Ihe Commollwealth of PeIlIlSj'l\'llllin.
The Petition of .~~,~~~?,.,~,:,..,~~,~~~,~, "~~~,..~,~~~",.~,:.,' ,!:I9~!:-.~~....."..,,,.........," ...".....,....,.....,..,..
,...........,..,..,.,....,........".......,......."."" respect fu II)' showe l h t1lH I ,...$. .I:!!;;,R,!!;!;;.. ,A,',.. .I:iQI.L,~~,..,..... ......".,...........
'd I f M Township C' (, 'I I C I' St. I f P 1_
was a res! en 0 .....,onr,oe..,..................,..,....'......../lomtu ,,11m el Hll< oun j" ,\ e 0 ennsy
vania. and a Citizen of United Stlltes, IlI1<I deplll'ted this life intestllte in the Couuty of ,..,........................
'" ,...., Ll/l,up.hin, ,..,...,.., Ilnd Sta te of .. ,p'~);1p"$. Y. L,'\?,;!,n.ifj""""..,..""......""., '...., ..,...., ""'" ......,.,.... .........,. ..,..,......
on ..,:r.hur,sday.............. the ..........ll.th..,.............. da.\' of ..,....,......J.une,....,......"............ A, D" 19..8.1....
' at the age of ,..,?}........ yelll'S.
That the sllid ,......S,H.li;RKl!;..A,.....tlQr,.,:qj:.lL........,....,....,..,.... decellsed, left surviving the following
nllmed widow or husband, heirs and next to kin, to wit:
Nllme Relationship
Residence
.........R.ICHARD..L,.,..HOLLER.,........ .,...... "Father.",.....",..,.,.,
,,94,7....W..,..Trindle..,Rd..,....,..........
Mechanicsburg, PA
..,......................,....,........"...........,...,....... .........."..,...,...........,........,...,
REBA I. HOLLER Mother
.........,.,...........,....,...".....................,...,..., ,..,............,..............,..,.,..."..
."............,...""".....",..........................,...'
947 W. Trindle Rd.
. Me'cfiiin'i:c.sl)'urg';....PA.........,..,.....
....,"",....,...,........,......,........."......"......,... .,........,......,....,...,................,
......,....."....".."'"".......""........,,,.............
.........JA$,Q.R..HQ~T."J;;R,...,.........,...,.". ...,.....,jjI9.!;,l;\~,F.."....".....,'
947 W. Trindle Rd.
'Mechan'ic.sb.urg';...pX............,..,..
"..."..,"",...",.....",...."""..",.,........",..",.. ..........""...."......"......"...,.."
.,"""",....,....,."""...,.".....,.,.."...,.............
,..".....,',......,..,.....",.....".."...,..,.........."", ."".."...,..."...",........".."....,.
..."......,.,"""'",,,,,,,,,,..,............,.,,,,,.",..,..
....,..........."..,,,.,.....,....,,..,,,....,,..............,, ,..........".....,......,.",....",.....,.
........,.".....,...,.",,,............,........,,.........,...
."........,............."...,...."",........................ ,.."......,............"........,...",...
.,......,...."."....,,,,,......................,,,............
That those above nllmed include all of the next of kin, so far as known,
The said decedcnt was possessed of pel'sonal property to thc estimated value of $,3.,.5,00...00....,........
and of Real gstate, less incumbrance, to the estimated value of $,....;},9.~!L......,..,...... liS near as ean be
IIscertuined,
Thllt the sllid Real Estate in so fill' as is known is located in ,......,....~I.~......,......,........,....,................
,4/.8:.........,~o(?:?;Y.cq/..."...;;;~/f:.~1::.,....., "1.:..;!.(~~(,<!.~.,...,',.....".....,',.......,,...,............,.....,,.......,....
Therefore, YOUI' petitioner(s) respectflllly appl,I'(ies) for Letters of Administration in the above
named estate.
I>ated ,..,..tf4.~J./J...,............,.... A, IJ.. l!1..J.7.,
Signature lInd Add,'es"
of Petit ionc,' (s)
/)J<LV{ j4h,-l~
"",..,I,~~",',..,' ".." ',..,..,",....,......,..,...."..,....,.............,
RICHARD L. HOLLER
',..,.,"',.."...,..,...."...,.".....,.......,..""........"..,.....................
,..,:,:<[~..,~J.,....y.:.!.~~..,........,..............
0<.1-,1'/-.377 //-;U..7-<<...
",RE.BA...I..,.,.HQLLE.R..,.,......""...................,~
COMMONWI':ALTH or PENNSYLVANIA 1
f gg:
COUNTY OF CUMBP.RLANil I
.,.......RI.GHARD", .L. ",HOLLER "and" REBA, ,.I,., ,.HOLLER""""""", ."", ,',""," '" ..".., .'"""" '" '.,.."."., named
in the above lIpplication being- dnly ......sWO,lm,......,......,.............. lIcc(ll'(ling- to Ill\\', say that the facts set
forth in the above lIpplication IlI'C t,."e to the best or ,......' ")"Ano\\'lcc.~e '~elief.
......,..,..............~,':"~.!:.~..,......,',..,',..,.. and S"bSCl'ibed) ,,~\t;R~f,~ohEi~P.~f..........,',.,"',.....,.....
before me, .."",.""",..""..""".."""""""".."..""""."....,....:.""..,......
.......,..".."...'!~.?,~",]:.?,""',.,""""""" A. D.. l!l,~,1.,'" ,6Jl.tl.",..~-J...,",t./..~~"',.,"",..,..,.,',....,.".........
:zr7...r2....~;;;;;;... .REBAI:.HOL~E~.................................................
June 23. 1981
Filed: '
....."..........."..............................,.............".......
AllOl'ney:
ALBERT Z. BOGERT, ESQ.
22 E. Main St.
Mechanicsburg, PA 17055
OATH OF PERSONAL REPRESENT A TIVE
COMMONWEALTH OF PENNSYLVANIA }gs:
COUNTY OF CUMBERLAND
,..,....,RICRARD.. ,L.,..HOLLER...and..REBA.,.I..,..HO.LLER........,......."".""",....".'......,..........., petitioner(s)
being duly ..~~~.~!:l:..,........,..,..............,..,.......... according to law do ........'..' depose and say that as the
administra 1:;9.);,.~,..,.. of the estate of ..~!:l~,~r.;~..,A"....tlQ1,'(,r.;~........................,..,....,......,..........,................,.....
.............,.......................................,,.....................................................,.,.................,..,...,...................,.......,....,.",...........
deceased ..,.th.e;y:.......... 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,
........,..".....,~~~E~.......,...,.,."....".., and subscribed
before me,
...........,......,-!.~,~,r:\..J~....,....,.......... A, D" 19~.L..,
~~....~,:..~~....,..,......,
,..,..,;0~.J.4~g."i...,....~,P~..,........,......
RICHARD L. HOLLER
..fi.JJ.:""',..~L..'N.&.~c:'!:-:~....,......,..............,...........
REBA I, HOLLER
DECREE
Be it remembered that on the ........,?~.~~....,....,.., duy of ..,....,........:?:~,~,~....,..,....,........ A, D., 19..~,L,
Letters of Administration in the estate of ................ ,..,....,................,~,~,~,7.~.~,..~,:....!~,?,~,~.7.::........,....,..,........
,..,.....,..,....,...."....,..."....,.......,.....",..'.....,",.............,. late of ,..........,..,...,!::~~.7.:?;..,,?:',~~~,~~~,~...........,........,......
Cb I d C t P I' d . oed e "r' t d \0 Richard L. Holler and
urn er an oun y, ennsy VUI11a, ecea., I wer b (In e .,.......i.:............................................................
ReDa 1. Holler
................,.....,..........,.,......,.......,......,........",.................,........,..".,.,..........."...................,...,........,.,....,...,.".....,.......,......
L'C
J:3 -
Witness my hand and official seal the day and year Ilfor~8aid. a L . )
. ,........~t4,.,.....<:..~(~......,
~, go?,t;;'V C2~:~,!,~e -jJ-I),ce:?<}!E- fI
-fu cJ/L- ~?1Ll'-E., ~ / "If' Q.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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COUNTY FILE NO:
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DATE
TO:
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ESTATE
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FILE NO,
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COUNTY ' .' ,
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DATE OF DEATH
-,/1
",
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Appraised Value of Estate:
Real Estate
$
Personal Properly
+
, // /.' ,/. /; (".
Jointly Held Property/Transfers
+
~.._-----
Tolal Gross Estate
$ ~'/.-/ ",-,::'< I; I"
/
Total Approved Deductions
_ .;" l ,~/ (;.
;/
$ ..-------
'/1"
, (
Clear Value of Estate
..--~------
Less: Approved Charitable Exemptions
--------
Clear Value of Estate Subject to Tax
$
Amount Taxable @ 6% Rate
$
I
" /.
tax due~,/,~,;,,' !'-'-C.J~,I(
,..I
I
t '':'/; ,/';--;
- .:j,./") ~... /""'yY
Amount Taxable @ 15% Rate
tax due
, /
TOTAL PENNSYLVANIA INHERITANCE TA;"P'UE.'." ,,1 "..t:' :'
, ' ,h--./
, "/1/ ,:/,1 ,
'7 .:: ~:'" r-(,,-p
'It 'It 'It * * 'It A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
$
+
$
$
=
$
+
=
+
=
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
,.r,/
, "'/ ,,--"
'..I /
,'/ .)/1,..../
" ... /' I /!/1. .~'
, ,
BALANCE OF PENNSYLVANIA INHERITANCE TAX DU}.:;.,.,......$' '"
Assessed by: .,.. / /, ,> . ',; ,
See Informllion on RtrVer58 Side Agent fanM', Comm'o~
,
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REV-"" (8"781
COMMONWEAL Tli OF PENNSYLVAtllA
OEPARTMEtlT OF REVENUE
BUREAU OF FIELO OPERATIONS
TRANSFER INHERITANCE TAX O,VIS\ON
INHERiTANCE TAX RETURN
FOR INSOLVENT ESTATES OriL,{
Or:' RESlDENT DECEDENTS
~~
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'~~7.~,~~'~<1'"
CDUN TV D F Cumberland
Thi. return must be complotod in dotall and filed in duplicato, with tho RogisltH of Wills in tho County whero the docedent resided within nine
months ahor dCJI(1 of death, unloss an oKtonsion is grantod by tho Socretary of Revenuo.
Will
Adn,". No. 21-81-37;\9_ I, Richard L. Holler
(NAME)
of MechanicsbWg
("DDIH'5~1
Misc.
being duly swnrl1llccording to law, deposes and says Ihal he is lh~ -CO.=arlmin~tratCD::-_----- ----~..- ----~-----
(EXEC., ADM., LEGATEE, ETC.l
of the estate of _~~~~._A~ H()1.1e_L________._____,_______.- laic (lr--~~Bo~~~~PT6;~rNS.~I.IP-r-'--'-- ____.n~'___
deceased, and thallhc whole of the estate uf s;lid deccdcnt, who died on Jtn1e lIt 1981
,..,--,~--' --..- _n ---(OAT-E)"
consisted of the assets listed below and thatllllowahle debts anu deductions exceeued tile fair market vulue of the assets and
Sworn ond subS~Jibed before me
~,/" . Ok'C-.. C4
tho _ .oy ~ --"'-;;C'::- 19..2"-1_.
/. ~ L-;"' .f'i ~ub\'\C
/)- )J /,/) /'.)/1' 'J /
/v..:....!?,....., / /.. 7V~QJ(e7 C.(c(;-1--V..0UNM" ./-r",
_~~f------- __.____.____..___.___._..___.'..___._______.."__.. ,_u.._.~_' -- -. ,..-.--.-
(SIGNATURl:::l (TITLEl
no Pennsylvania Transfer Inheritance Tax is due.
ype of Asset:
Real Estate, Pon.
Prop"rty, Jointly
Held Prop, or
TransfetS
\\lR\ltl. R. C0n"oer\ano 0"\984
\.. nICsb1.lrg, '''' oee. q, ASSETS
cella 'iont~9\le -
~ c.ommIS'i> (Attach additional shcets if necessary)
Dcscrlption of Asset
E5timot~d
Market
Value
Doportnlent
Valuntion
CAUTION
(Do not wrile
in this SpClCll)
Checking AcC01.mt Balance
Wages
Savings Acc01.mt Balance (1/2 of Joint Acc01.mt)
1974 Pinto Automobile
Wrongful Death Action
(case lmSettled damages unliquidated)
Personal Property
"
"
"
"
$ 408.03
275.38
1,575.25
200.00
TOT ALS
$2,458.66
01, '1,rl!, U'dB
REPORT OF INHERITANCE TAX AI'PRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in anJ for the ahuvc COllllty do respectfully reporlllwt 1 have
appraised the real ami personal property as reported in the foregnil ' seh' ule al Ih' ,'alues set forth opposite each item in
the last eo~m;J.: the ight. ~,~ ~
Dated: :2.t2l2.!l1 lNHERIT^NCE$;-P~-ER1-'--'---
Name of Payee
Register of Wills
West Shore Tires
Ctmberland Law :Journal
CoCklin Funeral Herre
Rolling Green
Richard and Reba Haller
Richard and Reba Holler
Register of Wills
DEBTS AND DEDUCTIONS
Nature of Claim
Amount
Cloimad
Amou"' ApPluved
by Registcr
Probate Fee
Publication
Publication
Funeral Expense
Burial Plot
Family Exerrption
Administrator canmission
File Fee
$ 19.00
19.89
18.00
1,290.00
675.00
2,000.00
122.00
3.00
TOTALS
4,146.89
4. / y{. j'f'
(lEPORT OF Till' RE(;ISTER OF WILI.S
I. Ihe undcr~ig.ned duly elcl'tcd I{cg,isler of Wills in ami for thl' aho\"e Connly, dll rl.'spl'clfully report lhall have allllweJ
deducliuns inlhc a111uunlS set furth ill the <lho\'e s..:hcduk ,IS c1ilimed, C\L'l'PI whe!'e I have set forth:J t:-l'ealCI' UI' ksscr "l1IlIlIn1
in the last cululI1n tu r;;:ghl. whkh grea:; 41/' l~f\..;"'H""'1 represen" the Sl1\112" ed a, a .JCdue~)"'\'
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INHERITANCE TAX RETURN J
RESIDENT DECEDENT
/1- J {, -; __ of File Numher
~-
Oecodent's Address
REV.1500EX 1-(9.01) :i
BUREAU OF EXAMINATION
PENNSYLVANIA, OEPARTME, NT OF REVENUE
P,O, BOX 8327
HARRISBURG, PA 17106
, -
Decedent's Name (Last, First, and Middle Inltlall
DECEASED HQL~~JtR~A"
SOCii'll SecurltV Number
208-42-6137
21-81-0377
947 I,cst Trinule Roau
Hechanicsburg, PA 17055
Date of Death
June 11, 1981
2. Supplemental R'turn W
. 4, Life Estate 0 5, F,derel Eltat' Tax
R'turn Required.
6. Oec,d,nt di,d test,te 0 7. O,c,d,nt maintain,d, living 0
(Attach COpy of willl trust IAtt,ch copy of trust!
All correspond,nc, and confidential tax inform,tion should he directed to:
CHECK
1. Originel Return 0
APPRO.
PRIATE
BLOCKS
CORRE.
SPONOENT Name
ALBERT Z. BOGERT,
ESQUIRE
t911l/'~ne~'7-2206
RECAPIT.
ULATlON
Recapitulation
1. Real Estate ISch,dule Al
2, Stocks and Bonds (Schedule Bl
3, Ciosely H,ld Stock/Partnership Interest (Sch,dule Cl
4. Mortgages and Notes ISchedul, 01
5, Cash & Miscell,n,ous Personal Property (Schedule El
6. Jointly Own,d Property (Soh,dule Fl
7. Transfers (Sch,dule GI
B, Total Gross Assets (total lines 1.71
9, Funeral Exp,nses Administretiv, Costs/Miscellaneous
Exp,nses (Sch,dul, HI
10, Oehts/Mortgages/Liens (Schedul, il
11. Total Deductions (total lines 9 & 101
12, Net Vaiue of Est,te Wne B minus line 111
13, Cheritahi, Bequests (Schedul, Jl
14, Not V,lu, suhjcet to tex Uin, 12 minus Iin, 131
AND
TAX
CALCU.
LATIDN
3, Rem,inder Roturn 0
o
B, Number of sofe d,posit 0
boxes inventoried
Address
22 ' s
P. O. Box 2477
City Hechanicsburg
St,te PA
Zi
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'oJ
,~-;~~
( II
( 21
( 31
( 41
( 51
( 6)
( 71
'":"J
D,4/J.j~
1,765.88
( BI
17,241.26
( 91
(10)
5,828.40
(Ill 5,828.40
1121 11.412.86
(13)
(141 11.412,86
x.06' 684 .77
x,15'
(17)
Computation of Tax
15. Amount of line 14 taxablcat 6% rete (151 11 ,412 .86
linclude velues from Sch,dule Kl
16. Amount of line 14 taxeble at 15% rate (161
linclude values from Schadul, KI
17, Principal tex du, (add tax from Iln, 15 plus tax from Iin, 16)
lB. Total Prior payments:
(,I Amount Paid
(hI Plus Discount
(cl Minus Interest I1BI
19, Balance Ou, llin, 17 minus lin, lB)
Make Check Pay,bl, to: R,gister of Wills, Ag,nt
... PLEASE RECHECK MATH'"
(191 _ 684.77
Under p,nalties of perjury, I d,clare that I h,v, examined this return, including accomp,nying sch,dulas and statem,nts, and to the best of my knowledge
and belief, it is true, correct, and complete. Oeclaretion of preparer other than the personal representative is based on all information of which preparer has
any knn ,dg, /J '.J- t !i. /. /
Gl I ~, rv:iwu.;;:vvhd. /\. 947 Trind1e Road, Hechanicsburg,PA. /d011i'3
SIGNft~Rf 0 PErnSO\:AL REPRESEN(jZ(~' -1- J. , AOORESS OATE
/ ~WiL \~, fh.eP.IA.- .' ."J,NY-0'''''' 947 Trind1e Road, Mechanicsburg.PA
(~//_, ~~ k< /
~t./(..,...C. /_---T~/_.J ( f'-< "e"-'
SIGNATURE OF PREP7\RER OTHER THAN REPRESENTATIVE
22 East Mair. St. ,Hechanicsburg,PA
AOORESS
,lItV.I~U,+{v.oll
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "F"
JOINTL Y OWNED PROPERTY
ESTATE OF
SHEREE A.HOLLER
FILE NUMBER
21-81-0377
(Thll Ichedul. mUlt be compllted If the deced.nt, at thl time of hll Dr her dl1l1h, ownoc1 nnv propnrtv nl II JoInt tenent with the right of lurvlvorshlp,)
Joint tenant!s):
NAME
ADDRESS
947 West Trindle Road
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
A,
Richard L. Holler
Father
B;
C,
Jointly owned property:
ENTER
ITEM LETTER FOR DESCRIPTION OF PROPERTY TDTAL VALUE DECEDENT'S DOLI,AR VALUE OF
NUMBER JOINT TENANT OF ASSET % INTEREST DECEDENT'S INTEREST
1. A, Checking Account 408.23 ~ 204.16
Commonwealth National
Bank
2. A Evergreen Savings 3,123.45 ~ 1,561. 72
Account
,
TOTAL (Also enter on line 6, Recapitulation) $ 1,765,88
Of mortsplCI II nHded Inlert .ddltlonll ,h..t" of IIIme Ilze)
IllV.I513EX+(UII
COMMONWEALTH OF PENNSYLVANIA
INHERITANr.E TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SHEREE A. HOLLER
SCHEDULE "J" J
BENEFICIARIES -C=,_,=c
FILE NUMBEIl
21-81-0:377
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT
1.
A, Taxablo Boquosts:
Richard L. Holler
Father
~
2.
Reba I. Holler
Mother
~
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT
B, Charitable Boquosts:
1.
TOTAL CHARITABLE BEQUESTS (Also on tor on line 13, Rocapitulation) $
Of more Ipua Is "'eded Insert additional 5he.ts of urn. Iln)
) REV, lS47EX 13-B3)
BUREAU OF ACCOUNTS SETTLEMENT NOTICE OF INHERITANCE TAX
, PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN
HMR~S~'U~g)'p~05~ 7105 OF DEDUCTIONS, AND ASSESSMENT OF TAX
'" ' . ~_~_ jom 09-J..2:]~
ESTATE OF HOLLER SHEREE A FILE NO. 21 81-0377
DATE OF DEATH 06::ll.:.81 COUNTY CJ!MllERLANQ.
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" .
ALBERT Z BOGERT ESQ
22 E MAIN ST
PD BOX 2477
MECHANICSBURG PA 17055
101
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
~l,!1.: _A!-9~~ _1.:H.!~ _L!~E_ . . . .-::. !I~!~I~ _l"q,~~R. ~9131.:19~. F.O..R. Y9lJ13 . F!.EP~!I!?~ .~. . - - - - . , . . . - - - .
ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
TAX RETURN WAS: I I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED GN: 1 SUPPLEMENTAL RETURN
1. Re.1 Est.te ISchedule A) I 11
2, Stocks .nd Bonds (Schedule BI I 21
3, Closely Held Stock/Partnership Interest (Schedule CI I 31
4, Mortg.ges .nd Notes (Schedule DI I 41
5. Cash & Miscellaneous Personal Property (Schedule El ( 5)
6, JOintly Owned Property (Schedule F) ( 61
7, Transfers (Schedule G) ( 71
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensesl Administrative Costs/Miscellaneous
Expenses (Schedule H)
10. Debts/Mortg.ges/Liens (Schedule II
1 1 . Total Deductions
12. Net Value of Tax Return
'3. Charitable/Governmental BeQuests (Schedule J)
14, Net Value of Estate SUbject to Tax
NOTE: If an assessment was previously issued, ltnes 14, 15 and/or 16 and 17 will
reflect figures that include the total of JlUL returns assessed to date,
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rCite
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
NOTICE OF INHERITANCE TAX APPRAISEMENT.
REV, IS47EX (3-83)
ESTATE OF HOLLER SHEREE
A FILE NO,21 81-0377
PAYMENT
DATE
05-15-B3
05-20-83
RECEIPT
#
ABATED
097011
DISCOUNT (+1
INTEREST 1-1
152.25-
1.51-
INTEREST IS CHARGED FROM 05-21-83 TO 10-04-83
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 09-19-B3
ACN 101
I X ) CHANGED - SEE ATTACHED NOTICE
.00
.00
.00
.00
15,000.00
.00
.00
I Bl
15,OOD.00
( 91
(101
1,818.51
.DO
(15)
1161
11,493.26
.00
AMOUNT PAID
152.26
684.77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
6.32
.38
6.70
(If, Balance Due is less than $1.00 no plyment is re~uir8d)
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RESERVATION: In the event that any future interest in this estate is transferred in possession or enjoyment to.
collateral (Class B) heirs 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
collateral (Class B) 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),
Interest:
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 (60l days of receipt of this Notice.
Objections may be made as follows:
_ by writ:en protest to the Department of Revenue, Board of Appeals
- by electing to have the matter determined at audit
- by appeal to the Orphans' Court
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 (9l 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
_ date of last delinquent payment to date of payment on any unpaid balance.
Interest is charged at the following r~tes:
Ob jections:
Discount
Delinquent Date
5/27/43 to and including 12/31181
l/ 1182 to and including, 12/31/82
111/83 to and including 12/31183
Annual Interest Rate
Daily Interest Factor
6%
20%
16%
,000'64
,00054S
,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 '. 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 1.
INTEREST = BALANCE OF UNPAID TAX X NUMBER DF DAYS X DAILY INTEREST FACTOR,
. If a tax balance remains outstanding for more than one calendar year, a separate interest
determination must be mado for each year at the applicable rate. (Only one calculation
is necessary if the estate maintains the constant interest ute.)
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 portion 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 book.let. "Instructions for Inheritance Tax
Return for a Resident Decedent" '
. Make check or money order payable to: Register of Wills. Agent
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