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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
(Instructions on Rcvorsc Sidc)
EST ATEOF ___,~~IlrynA,J-I.ar_d__..,._
ITEM
NO.
ESTIMATED
MARKET
V ALU E
DEPARTMENT
VALUATION
(OFFICIAL USE
ONL Y)
DESCRIPTION
llone
TOTAL THIS PAGE None
-7~
QUESTIONS CONCERNING PROPERTY TRANSFERS
L Did decedent, within two yems of deillh, rllillw illlY Imnsler of ilny IIli1leriill part 01 his eSI,lle withollt receiving
valUilble and adequate considefiltioll? (Answer "Yes" or "No".) -1111_.
2. Did decedent, wilhinlwo years of deiltll, tfilnsfer properly from hims'llf' herself 10 hrrllsell/herself illld another pmty
or parties (including iI spouse) in joint oWllerslrip? (Answer "Yes" or "No".)IIlI_
3, If the answer 10 one or two above is "Yes" i1nd the tr,ulsfers are clillliled 10 be nontaxilhle, provide the following
informiltion:
a, Age of decedent i1t time of transfer,
b. Copy of dealh certificate,
c, Affidavit by the allending physiciiln indicillinr, Ille stille of decedent's 118i11t11 iI. lime of transfer,
d, All other information sUPJlorting Ilonlilxilbilily olllilnsfer.
4, Did decedent, in his/her lifetime, make any lrilnsferof property witllOlIl receiving iI villuilbleor ildequate consideration
therefor which was to take effect in possession or elljoymcnt at or ilfter hiS/her death? (Allswer "Yes" or "No".) No
a, WilS there allY possibility that the property translerred might return to lr,msferor or his/her estale or he subject
to hiS/her power of disposition? (Answer "Yes" or "No".) No
b, What was the lransferee's age at lime of decedent's dCilth? 110
5, Did decedent in hiS/her lifetime make allY trallsfCl without receiving il valllillJle ilnd ildeqrlillc consideration therefor
under which transferor expressly or impliedly reserves for his/llCr life or <lny peried whicll does in filct end before his/her
death:
a. The possession or enjoyment of or the right to income from Ihe plOperty tfilnsferred? (Answer "Yes" or "No" ,) ..Jill.-
b, The right to designate the persons wilo shall possess or enjoy IIle property transferred or income therefrom?
(Answer "Yes" or "No".)
6, If the answer to five b, above is "Yes," state wheliler tile right was reserved in dEcedent alone or others,
7, Did decedent in ilis/her lifetime make a transfer, tile consideration for whicil was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No",) No
8, Did decedent, at any time, transfer properly, the bOleficial enjoyment of which WilS subject to change, because of
a reserved power to alter, amend, or revolw, or wilich 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 the decedent and others? (Answer "Yes" or "No",) No
U.S. Sl.Vll~G5 nO;JrJs, :;r:f~:ES f:..RED;:li.Pl!ON V/'\(l.lr:::) HV nr:f\~O/A!~,!^TION..MI\RCH 19!Jl
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f'cl>, l-l_19'Gq,I_~~.:lH_ll___.&!J.(17 L'!!l.]g.. -1.Q~:1;? _:~~~.~J!. 7(l7..:~(d:}7r!.!an
Jail, --=.J I' '1~.11 3'1,;.,: ;'),311 l~,O,: I 1:,3,IG I :;9:",10 !790,nn I 7,900.00
1 VifJ ~Q.r-,c, __ ~Q!i. 3..~j2.'1 ,~!,'!.d-';:i;=C.;'o'~_~,!l!"orLL7I1'l,QP, 7 ~'10,OO
J}ov. lfJ..9-L :",-{~._C.!._!.lf~G~~ J-Z~l_.lG 1_1.~+!\{j? t-3~tl&~( 70.7.6Q.. W.Q..Q.Q
Dc;, 20.9"~ ':'),Q:l.I_.s.o,r~",1 rw!iL...l.!~O~1gLi(l.'ill, flQO,;1Q. -1hQOO,QQ
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.6.~!(I. 2D.1~LL':D:.~0..J ~Q04~d_10J.2~~.Q.;.3~~q_~07.~Q..I~1.??:':'{!Q
,fulv :!O.27! f,OJ~:tCG.Q...Ui I :: Ll10Li.0.'.?1C0~:s.::;.'~!?J_J!.1!.:.:.~l:J.:2.~
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~21- 20.52 .~1.QiJ_0.h.62..j_g~.CG iG.I.1G.!-1lQ....~O I C:,!\),CO Gd!1Q.CO
t//:u'. 20.60 41~~:Q..J--1l..!.&.Q..LQa~:n .1jl.u;o 1 .~.i-'?GQ_---.!L.2t,.9.Q_ 6.2':0.00
;-C'b. ?oO.GO 41.~11 62.07_' S:?.7G 1G5.5? li1~~~Q..L..Q.:~7.r;O I [:,270.CO
J:lll. 20.7D 41.GOU2.34 UJ.1~ ~CG.2Ll, t,HLc:.Ol 031.20! 8.31:'!.0'J
'i(}7G r l'oc, 20.C1 41.7,; I G2,G1 --;;;;.,jn 1-;;0,83 I 41i'JQ L.g1&~-.Q,,:],10.00
'r~OI', 20,9" 41,9:! I nl!,C8 B:J,Q41 1c:7.f8J._4.1~),?~J,_.o]f,':0 I o,~n4,("1
Oc~. 2 "L05J--1aJ 0 I 63.15 r.o1.~~ 1EBAO I t.21.00! t.;~2.(jQ.1 O,.i~O.QQ
{mr. thru S~ ~1..: 14 42.'-0 6~.tj2 U.t5G I lG~.121 ~-~;U~P.~.GO I 0,1,55.00
Jun. U'I'U I\~:ir.--l I ~ .i3..t2. G5.1:l 6G.iJ.~ LJ.I~! 431;.20! CGD.40 r 0.604.00
'1077 r:9Cl. thr" Doc, 21,71 G21 G5,131 r,(i.E41 173,G3.1 t,34.!il.!-1lQJiLL1h.6.Q.1,QQ
^pr, tilr" So , :;2,31 44,[;21 GG'93J C9,24 I 1i'J.~51 1.0!"~,L Dn~O I B.n?4.00
.len. thru r.10r. 22.07 45.n4 ' GU.t'~ 91.0C I H\3.75I 453.40 I 91fJ.SO I ft,lno.oo
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1()7G Cct. t)',ru Dee, ?2.(,l..~3.91 9Ue I 183.16 i t,::O,40 I (113,80 i 9.108,00
I..or. thw Sep. 2:~.G7 47.::i.'J. 71.01 S.4.GUI llH.~5 473.(0 I 9<1S.CO r MC'S.OO
_J<'in. thru r.~;'ir:--I 25.33 fiO.i'C I 7G.14. 101.52/ 203.04 507.50 I 1,015.20 I 10,152.00
1975 Dec. 2",35 50,i'G... - 7G,14 1 101,,,g,! 203,0,11 qQZ!~_M1.5.2Q.L12.,152,OO
Oct. thru l~ov. :!!j.3:~ 50.G4 75.t~:; I 101.;~:: I :?02JGT5nG.40 ~12.:.tO I 10.1~3.0Q
~.Yno thru f.g"o. 26.14 52.21L 73...i21 104,58 I 200.12! ?~2.:0 I 1,Q.H3.5n! 1Q,'~~~.:Q.Q
A r. thru j.7~ 20.03 52.15 i'C.',~ 10!'.3ti-203.G.~ I ~2'lJill_L_1.r::!~3.?&J 1D..~3?.(;Q,
. ,j~n, t:,," ;,"ar, 26.S31 53,C61 80.70 I 107,721 2,5,",: I f,30,OO I 1.077.:W I ';0,112,00
'1'074- !'Joc, 2G.9(tL..2&G CO,70 1_1Q?']~. 215.4,:1 53D,~ 1,07;.';0 up"zz2,C;
Oct. thru ~Qv. 2G.BG I 53,?2 00.5[3 1JlLii 7.14.f:~_!i37.?O j 1,Oi'4AO I~~,!.oo
JIII1C1 thru 80;;"). 27.74 55.49-1 a~.22 110.tG. 221.02 55~tC9-l 1, "iGS.(:;()! 11,(J!)6.00
{"or, ::,~" I.'" ' 27.G7 55.34 83.01Luo,co_ 2:'1,31] 553,49-L_L1P".GO l-11J!2..~Jl.Q
J~:n. ihru rl,jar. 20.571 57.14 85.71 j -f1~.:::O 223.56 I 571.40 J 1,142.GO I 11,422.00
--- - :0-
Dec. 2ll.57 57.14 nS.71 11,t!JU.J..~n..gJ_571.t,.91 1. g?.30 11 tj~C.OO
(<'!9, thru Nov. 20,Oi1. SO,12 117.18 11G,~,l "3~"~1 r;a1,2Q.j--1,102,411. 11,621..00
June thru Jul\ ~fl..~~ 57.Sr.d n~~7 I 1'G.,~2-G~31.~2 57[\.22_1 '115a.GO 11,!.i~G.OO
Pi:/). thru Mn 2!l.?5 59.721 Da,53 119,oj41 231J.ill 5~7.20 119~.40 119.:4.00
J,,", 20,]9 59,SU 89.37 118.16 230,32 595,00 I 1,lSl,60 11,916,00
'Tho sale of Sorio:; E Savjngs OOMs WQS lormin..lod 0111/\" closo tJl bu~inoss Juno :;0, 1880.
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'';-,',;!!,',' I I.,';;~ 52!; $00 5'/5 I CIOO I :,,::(1) 5:,00 51,0(;;)-1510,000-
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/.J:ln. 131,'1!i G2,!wl ~.I.:J'j 1~~j.U{) ?~Jl.GO G2D.OO 1,25U.00 1 (!,GIJO,OO
Dec. 31 A.:!. _Q?:.:.~!O W1~;l.?_I_x~k.!J.ft 1_~~~I.t:!j.Q. _Q~q.:n{-,- .-L~~?:!H!. 1?J~'l9,.S!~
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.fJ1J.!2Jbl~JlU.L--!-===K,.~;~.~fil\ r-~1_~::l(~1__1}.f)_..?~. __~_~III..!,;.0. '_G..i~.40_ --L.:~!12.CJj_ 121.11~
LF-co. t:ln/ M,",v I _ :q~~(lI--.i.6,!j11 (~.2;.:U~f-l.:l.:!:.9.l~I'_?t;h.!.."!~~'f~ll.!~I~L -1J}O.l30 1:~30rt.Q.Q
I Jan. -r 3::.20 GG.4CJ oa.GO 1:12.110 1 ;!(;!i.GO (Hi.tOO 1.32iJ.00 j 13,200.00
Dne. I I ",c,i --"'"1f'CL"'&"~E! ,!,:"GQ.j ';G'l&~I-1.qZA.o;-I~O~
1\l!'1, Il1rll Nov. r~,~,~() r GU,.~n 1Jl.?"'rtH;,o. 1:IC',.!!9, ,_U,:J,,ii,,o.U;SU},J,'L,,-1.3r,g,.oo. 1:J,Gr.O,O.Q
'till!L.IDiiL:LWL..jl ! 3,~, j '1 ce.:?::? 10~:lJ --1..Q.~~~~~L _?x~~~.Dr~U:-.i~~.;!Offi 1 31).1.40 RIQJ!?illQ
Fe!? tllru t\'li!L.- ___ I 3~0:1 70.1:~_ 1c:..~..:..r.;;_.-.1i02.t __?~IQ::1JII-1Q!':'~..:.Q. -1AQ.2,'~9_ 1t1/)2.1_.:9.D.
J.m. 13.;.:);) G~.')l"; I 1IN.n.: 139.D2 2,~.fJ.il 609.GO 1,390.20 13,9n.Oi'J
Dec, I :J'~&U 1-;;;;;0, 1.o'l.:1'L! 13~.n?-1 2?9,J1'1 ~9,~'GD~ 1,39~,2.o -.J1Jl~2"9Q
A!l2;...U)ru i'lo~. 1 :iij.~a 7 U11) I W'l.i'U_ -1i3.72 I ~{lJ.J..'.!.. -z"'!Q"!}O 1 437.20 .1~:.:T/2.0_q
.lunc...!llfu "l!.!Y. 35.~1,! 71.GG I 107.5~) 1.13.:}~:.a.QJ_.s.-1.1.f,CO 1A33.GO 14,3:JG.QQ
/.1Ji. li1nJ r\~n' 35,~iri I i'1.0C Hlf1,G?J-1.i2.IG 1-.?~j.:L.~~ ./10.80 1421,60 --1.:ha.LG.:.9.Q
Jr;o. Ih"ll ffoer, 36.70 73.40 I 11.0,1.0 ~ 2~;J,GO T734,.o1l l.4GB,.o.o 14,,'D.o.OO
Dec. 36,7.0 73,.:.0 i 11.0,10 I 146,BOR l,nGD I 73,1,0.0 1460,.0.0 146C,Q&Q
Oc~. thru Nov. 36.20 72..10 10a,GO ' 14.1.CO_ ?..G9.~;.Q..! 724.().!L~13,OO 1~1.!lO,OO
JUIl8 1;,ru S:'}. 37.:":0 7o'i.7G 11 :~.1,1 1"9.52 2S!).O,\ 747.60 1 495.20 14 9~i2.C.Q
;"~r. ti'rll ~1;:f1V :1G.f!ill 73,rW 110.0~: 147.76_L2i~r11. 73D,OO 1,.177.60 I 11,i"lG.O;)
(J"cn.,ti1rU r.~~ ' 3;1, '14 7G.::8 i 11.1.42 Hi2.!iG! 30t.i.1:? 762.(;1) I 1,525,60 J 15,256,00
f), ,. r- 33,11 76,n I 11<l.4~_1.?2,5G I 3C!j~1.?.L7Ji2,~,,1! 1 525,60 I 15 ?55.0.o
O~~'lhrlll!OV, 1--1 37,$Q '/5,33 113,.oi' 15.0.7(; 3Ql,,~:d~53,o.o 1,6.0;.',60 1!i,,07G,QQ
,ll.ln~ l;lrl.l Snp. ?~'~ 7i'.~~,7~ 15~~G.1 ~q:l..:?::~ I 7:[\,~1~ 1.556,1,0 15JEG'LO.Q
~_l;lrl1 r,l.lII dC.~" 71i.!.'l4 I 11[),.1.1153.J3a JOI.7'U1D,';\J 1l538.CO 15,3:W,QQ
I J:~n. tonl M~r. 3~'.'12 f 7fJ.4{I11fJ,1G j 15~ 3Ii:iG! 7U4.~O ~1.5Ga.50 J 15,O::W.OO
D,'", 30.12 U9,41 l1!),lG i 153,88 317,70 I 79_4.40 I 1.503,00 15000..00
Oct. thru Nov. 30.2!"l J 73.5~ 117,(171 157.16_ ~J.Lt), I 7I1S.nO 1,571.:;0 15.J,.71G.OQ
t:;i;lno :l1r" S',':n, ,:.0,57 I i11,1~ I 121,71 152,281 :~:"l"jD. 011,4Q. 1,fi22,eo I lC;,22e,CD
/'00, tilru r,lo" ~.o,l", ,,0,3, i 120.'13 Hi01",~ 0:'1,20 O.oa.?o 1 6l!~j_+l!&2:1QQ
Jr:n. thru r.1nr. 4'1.'~61 D2.D2! 124,3iJ ~G!;.G': J 3:31.GU 020.20 1,C,SGAO, 10,513/1.00
1855 i floc 41.~~'.P~2 ;~4':!!L1_ 165,0,1 .;r,,~Ll!:Jd'-1!Z,~.ZQj 1,650,4.0 I 10.204,OQ
Sen. t~rlJ r,,~ov. 41.33 H2,G:'l --12~.~!D.___j2lh:]? ;!.3Q..~.:! O;?~yO 1 553.20 n-!\..f2.;!~~
JulvthruAuc. 41.13 02.2.3 12:J.:;n 1611.52 3?.9I!J~CO 1ltl45.20 1Ci';Q?.:.:.QQ
Jun,g 1,2.1i71 G~:;.~:41127:"~1 1GS.cn ~;J~.7u.~.Q~---w!)rJ,OO 1G nan.OQ
;,';::r. tJlrl1 Mn' ":2~.:f~1 a"~A.\ I '2J}Jl,~ J.23,f~9... 33~?!~ [I'1:l.40 -1..908,30 1~.J~
J~n, Il1ru Fob. ';2,.021 ,,4,.04 12G.0(. 160..00 33G,1G O.1Il.40 I 1.GIIO,I!O 10,0.00.00
f),1C. L1~.3(:d -!J:-~~ t~n.17-1 173.;..06 ~.17.12~ _Q!i7.S0 I~J35,GO 17350.00
S~!.'). tl\DI l\!o"y':__ .~3.ll r f::;.~~!' 129~..:tl_..1Z?4'1 ~1~d8~ _A.9..'2.20 1 It':..'1..10 17 2:"hQQ
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jail. tr;ill Fch. ';3.1;0 I C7.60 !17[).~'O 3blVIl S7G.OO I 1.7ti;,l.Oll r-17.620.00
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U.S, SAVIi~G5 GO~DS, S1;f:i1;S E-r.ED~Mr"iION VALU;;S BY DENOMINATION-Ivl!dtCH 1901
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\,I,'~'r\' l ",'i;!;\';i:; $10 S25 S:,O S75 $100 $200 L~;SOO I $1,000 I 510,000
1962 pee, 47,lL-.ll1,?:L 100,,1,1 -'1:'G,[lO I 0.12,20 '-LIlO'l,'lOfj'!.J.P.1:!.OO
Sel', IIII'll Ilov, 4G,O~ _IJ}"l!j, 1r.ii;>>~L;I.7..:C1,(,~ Il'iil~i'o- -14tQ::'UtJ -1.Q,ZlY!.,P!J
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June 40. iO DG.2D 1!J;?d9_J.-:1D.I.i!'l. --2Q.2.00__'LQ.~.'J.:9_Q..L-1QJ~j.Q..oo
r,inr,lil!'ll Mi'.Y_'--__1,?,n9J n,5,~'r, ln1.Il;>,L3,Q;i"f:l~,Q,Q.0 ~JIl,~~Q,1SJJd;'<!
J:ll1. lhru Fcl1. I 47.G,i-j fJ5,2lJ I iOO.!-i6 ( 3:11.12 r 952.00 1.n05,CO r 19,05G,OO
'i961 Dee, 4n'.1JLj-.-llJ!.,3.fl lqf0:!J 303,:;21 083,00' l.QG7,GO_/-1'l&ZG,QO
.2Qll, tilrll Nov, 4",05 0:1,10.1 laG,ill-'lQ2.-l0 I 001.00 1"Q.~,2,OO 1 HI,G20.CQ
JLJ:v t~nJ I\UN. .18.51 t-l!?J11J 1iJ.1&l.1 3Cj).O[IJ_2ZQ2Q. _-1:9.10.110 1..-J2d.IH.&Q
,JlIno 50,00 lo.n.1S..J 2nO,3;n-~fQo,G'u I,OOI,GO ~03,20l 20,032"Q,Q
!.~.:lr. t!.lru r.":1V 4P,94! Q~&C I 1Q0.7&J~~~~!~Q~J2QP~QQj_1JP!)7.GO 19 97G,O~
Jon, tl1l'u feb, I 40,37: D3;?':1 11017.401 30,1.00 1 Dfl7AO 1,07'LDO 10,7'lH.Oq
1860 I Dee, 50.07 101.0,\ 203,08 I ,107,7G 1010,,10 2033,80 20,38n,OQ
~q.:..thrtJ Nov. 50.87 101".t ~03.~3 ";06.96 1017..10 2 ~ 20,340.00
Jul" tl1ru Aue, [;0,30 100,00 201.2Q.L,~.92,,1O 1.00G,OO 2,U12,OO 20120.00
June 51.03 ~103'[;;; 207.721 415..14 I,O,,8,GO 1 ;>,O77.~O 20772,IlQ
r.'i~r. ~/lru f..~"V 1--s1.C4 103.03! ~07.:JG 1 41.1.72 1.036.110 I ~ 07:tGO 20,733.08
,Ian. thl'lI Feb. I fG1.2G i02.52 I 205.041 4'i0.00 1.025.20 I 2,050.40 I 20,GOt..OO
1959 D!2'c. ! 1 52.92 105.B,~ i 211.03 i 423.33 1.0SnAO I 2,1~G.:3C! 2.1.JGC,OQ
Sen. Ihru tlov, 152,80 I 105.GO I 211,20 I 422..10 1 05G.On I 2, I 1~&QJ-?I, 120.0Q
JlIlv tl1l'u Auo, 52.221 101.441 20U,Oll ~17,76 J,,944.40 1 2,OC3,UO I 20,COO,90
June 53,01 I 107,n 1 215,6'. 431.20 11,On20 1 2,156,40 1 21.58'I,QQ
t~ov 52.36 j" 10.i,i'2- 209..14 410.6011047.20 I 2.09,1.40 I 20,9~4.0Q
I Jon, thl'u AnI', 54,071 108.14 216.2D I 432,5611,001.40 I 2.162.001 21,G20,OO
1953 Dec. 53.44 10G.a3 I 2J3.76 427.52 1.:22.[1,110 1 2.137.~~ 21,3i6,OQ
N(w. 53,21 10-i]1] ~12.~4 1\25.(,8 1 OS~.20 2 1?O,~C' 21 234,00
JlIlv tlll'u Oct. 54,94 100.rJO r 210,76 430,52 1,000,00 2"..197,60 I 21.075.00
Jllne 54,30 10B,GO J 217,20 434,40 1 08G.00 2172,00 I 21720.00
r^OV 54,07 10B,141 216,28 432,56 10r;I.,10 2152,30 I 21628.00
Jon, Ir,ru I<pr, 55.031 111,60 I 223.321 446,64 1,116,(;0! ,~,233.20 1 22,322.00
i957 Dee, 55,131 110,3G I 220.721 441.4.111,103~207,20 I 22.072,00
Nov, !;1;.94 10Q,r,0 -r 210,761 1.;l22l 1,093,60 I 2.19:',60 I 21,07G.00
Jill" Ir,rtJ Oct. 56,73 l1i'.6- I 226,921 453,04.1134,601 2,2,,9,20 I 22,002.0g
.Iunc 56.:09 112.10 I 22~.361 4':(1.72 1, 121.eO I 2.~43.GO I 22,48!.i.Q.Q
Mav 55.(I!,j 111.G8_ 223,3,tU--=1~G,7211..116,8oD"~33,60 I 2?,33>3,O.Q
~.., thrll ApI', 57.~,J.0 230,GO 1 461.2011,153,00 I 2,306,00 I 23,OGO.OQ
Jon, I 56,n71 113.741 227.431 454,9G 11,137.40 : 2.274,CO 1 22,740,00
1956 Dee, 56,071 113.741 227,481 454,9G).1.1:,7,40 I ,,274,1JP1 22,743,On
Oct. Ihrll Nov, 5G.55UJ3,10 I 2?G,20' 452,40 '1,131,OgJ 2262,001 22,620,00
li!!q, Illl'lI Son, 5 !;. 0 OT111.[; 0 223.GO 447,2.Q. 1 , 10,001 2 23G"9.Q.L 22,360.00
.Iune thru .lulL. 51.72_ 11!l.1;11 2:10.CO 4G1.7G 1 154.40 ~ ~o(J.co123..Jla(toQ
Aor. t1uu r.~:1Y . 57.f!:<L 115.19 230.tG I I.fiO.72nJfi1.DO -?-~O:}.Cor-i..M3G.O.Q
Feb. thru r,.j(lr. f.iG'P.?~f-!.1~.(lt. 22.'l.03 I 4M1.16 L11 ~O.40 2,2.~n~2.403,OO
Jon. 57,04 115,61) " 231,:)1) 1 4'n,72'll~ 151';,00 I 2.313.601 23.136,00
1955 Dee, 57}11. m,GO ~l 462,721.1..1.!i.5,OQ.~160 1 23,135.0,Q
Oct. thw Nov, 57,70 115,.1.0 2"",-O,&'0 I 4illJllj.l!0,oO 1 2,30a,00 I 23,000,00
1\\1'1. thru Sgn. 5G.!13 11~U:G ?.2.?22! ft55,.1.i1:.L.J~;e.("&l-~.J71.2.Q1-11J1.?JlQ
~!1C !!trlJ Julv 50,7D -1.F.!lG 2~lsj--':f1.9.t2411Jj7!i.r.Q..! 2,351.?:gH~~1~~.OD.
-6pr. thnl r.~;W 5($.r~s 1~7.?~ 2~14.<1~..L..1E..Q.:J)!J.L..1J..;'ld.Q..L.2-L.~i-1t'\.~O, 23,.~40.0Q
Feb. thru Mm. 57.~l!. -11~.}g_ -_~~~1.!j2.L_i0:l.Q:!.1J~'il.:Gol 2,:l1 !j.::,!!.L2.:i, 152.QQ
J:m. ~O,76 119.,2 230.0'" I 470,0011. 195,20 2.:1~0.40 1 23,004,00
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U.S. ~f,VINGS IJO:'~I)S, Sr:::f:,$ [;.ilF.DCr:,;"i10N VI\LlJcS IIY DI;,":OMi;'IM!OI\!-MArlCI-I 1901
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\TMI I.~ON' tr~; S10 ~25 I ~-:!)O ~:n; ~~ 'lea $1,000 $10,000
'1954 l1cc. !;9.7\L --.U.!lc!~;!" ~8,nJ1i.LJ7B'(':~I.1, !2:"~Oi-~'~2'Q,~Q. ---2),Q9i,.o_Q
j>ct.tl1uWslv. ~!~~,~~ -1..t~~?.r~ I Z~gl:,!!~J-:~.?.V_I,!,~ _l.JJ~~:!~O, _?:L3.D)i.!?O_ _~}J.r!.!;2&o.
fIll, .jbrll SsP. !Jf!.&:L -1JLi)_\~ --!!.3.~~~L--1Z.9:.l? UJl!lULQ. -.S;!.~.~GD. _~Jli.:}Q~QQ
Juno tllru .lll!V ril,7rc 1",t~:~ ===j2'1~,QQ.I--'Lf!.G"C!nj.L?lJ'02_ ?A:1..o..&~~110,QQ
~pr. tl1ru M,!~ GO,~nJ 1,2.[,1~. ;";,?l~1 .1O':.;/?J.1,~j I.BqI]M?3,G;;+_{~,?3.G,OO
Feb. thru Mnr. I 5D.rr!H*?,0~U I 2~1_~l,:12..1-37l!.::~L1J_1!}:3,QQJ--lb.3!)3.~o :?3.f13Z,OQ
.1nn. G1.77 1:,3,,;, I 2~1 494, ;,3 i P:l:,.40 1 ~.470,30 1 24,700,00
1953 Dcr., 6U7 '?~ 'ill U:\z.,Q~ 4D~U':!'I_12:;:"'!"L 2,,170,60 24,70,0.00
I '.' :.~I'1
Oct. H1ru Npv. ....1 C 1 ~.,,, 'JI) I H~1.:~.d-~ ~&~.:.$.~_ -1~;!!h~ _~.tj4.':O I 24.G.14.00
Il '_~'..:---!...s'..'-'_""
Auo. Ihru Sop, I GO,G'l.--f!.:~G_O I 2:~~..:lGJ~:_~i.9.:.L.1.1.10 j G.~!)O ;! '~33.9.!U.1t~?G,OO
..ililllQ.JjJ.!:.!L!Lt'!!y' Ci2.C2 I 121j)2.'~ I I .,t:1~JJj ,,0".:r::I121-~~O! ?r.1::?CO -'lr.1""l'O'
1.1 -,:.-_~ _~;:::~ ....:...c.:.='..~'-~-.2...:. ..~:.:.. -:-:::~~~!....
Anr. ti1rlJ f..'l;w ~') Gr~G" , 'j I O'O~Ol "11' ?'3 00 I 2 "0" '0 "or. 0'" 0')
l"..::2.L . :.:~~::.. ,~~._.t,'} _~.:._ ..!.l...:J.t. . ,;.I ~.,~:- ~l~,-
f:cb. thru M3r. 61,,911 123,O? j ~i~~.i_1fl5.:;_~JjJ?:H"i.20 I 2.476..10 24 '!G.1.00
Jan. 63.02 127,8,' I :5S.GG 511.:::; 11,27t:.I,O I 2.S5(UW 25,!;G8.00
'1952 I ,
Dr.'c, G3~!!.2 12'/.1;" ?55.G31 511.~~~ 11.j27!JAO 2556,nO 25.5GO.OO
O::t. lhru ~lov. G3.7u 1~7.!;O_1 ?:~~;,OO I 510.a :~f~275.0D I 2,550.00 25 500.00
Al'o.1hrlJ~ 62.D6 125,n~ I I ?Sl:J.:'1 !:i03.pJ.1,250.20! ?',510,t;O! 25,184.0Q
~1!Jnl) thrlJ J~! I c!i.o11 1~;O.r~?, I 2ljO.G,~ 5~O.(~}.i.L~O~L..~Q.'I-b9Co,'10 I 2u,004,n~
j,~<iV 6,;'65 120,'/~ I 2!.ia<!.Q.. ~J S.:; (L!~EJ7 .!l.9--~594.00 25,940.00
Al)r. 63.03 -1.2G.1~ 2i~?"" L...f01 t.~'j12"'J ')01 "'Ir."2 (0
.....;.~.~:... O~.-:.l:.')l... ..:J.....
Jan. tl1ru Mar. 65,11 130.221 2GOJi't I 520.0;~ 11,302.20 I 2,G04.40
"i951 f)~c, G5.~~ ~~O.22 ) 2GO,4~_5?O,88.J.:~302,20 I 2 604,~0
Oct. thru Ijov, "H'~ ~ ') , .. "I'''' ., r: ')
6'\,10 1;,!3.~G J ,..:':1.72. ::lL"~'3..!J.J~.'hI.60 I ... ~dj7...0
t-#!DC thru Sco. 66.?-G 132.5? 26;;,01, I 530J:.i~JJ.:125.20 2 G50AO
/.~pr. thru M~v 6}.30 130.00 261.20 ! 52 2.4(~L1.dQ:1:-QIT-~!G 12.00
Jan. U:ru r.\l:lr. I G7.42 13t..C4 250.631 539.3611,3.13.40 2.G9G.eO
"iD50 Dec. 67.42 134.34 265,G3 5:;9,3cr, h,;l!,O,4.Q.Hgl6,80
Oct. rhru "!O'I, 66,431 13?.8G I 2G5.72 !i31.44 L.h32iL60 2657.20
Juno tllru Seo, 60,591 137,16 1 27-1.36 ,54S,?;! 113'11.00, 2743.60
ADr. thru 1....i(lv 67.65-/135.:32 270,64 tit: 1.2n-iJ.353.2~p.tiO
Jail. tl1ru 'Ilar. 27.94 G9.:5G .39.72 270,44 I 558.133 i 1,397,20 2,7!J4.40
1949 Doc, 27,84 GQ,86 I 139,72/ 279.44 55B,D:} i 1,307,20 I ?,704.40 ""-
Oct. lim. Nov, 27.!:;9 Gn.~n 137.951 275.92 !i51.C.U 1 379.GO I 2759.20
Junc th,u Sen, 28";0 71.23 1<12,4G 2e4.QLf-49J).O~_.~~f,.GO I 2,0':0.20
Apr, Ihru 1.lnv 27,34 60,34 130,68 273.3!?. 54G.7~~..h:)flG.30 2 733.60
J;ln. thru f'!,u. 28,23 70.57 141,14 2!;:t?3 I €G4.SG. !J.1111.o1O 2,1J22.CO
1948 One. 28,23 70,57 141.1,1 282.?J1 564,5G I ~ 11.40 2822,80
Oct. thm Nov. 27.70 ()9.44 130,00 277.76 555.&1JDr:o.eo 2777.60
~ltmc thru Sen. 2U,na 71.70 1 143,40 I 286.00 57:UiQ..!.1'i~4,no 2808.00
Anr, Ihru ;'~',v 2[1.~2 70.551 141.1Q I 2a?dQ,Uii4.40 11411.00 2 6n.00
Jon. thru Mar, 2;),14 72.C': 14:',631 2D1.3G I 502.7~ ;11,4%.00 2,013,60
1947 D,~c. 20.14 72,C41~15,G!l1 ~1)1.~~ I 5l}J.7:LLM5G.CO 2913,q,0
Oct. t:,ru r.'ov. 2:1.63 ,/';,70 1,',a,r,Qj 2B:;}:O I-'!noo 1..1,,13.1.00 2800,00
June thru Sep. 20,G1 71:93 1013.0G I 296.!.?.. ~~L1J:tr-o.Q.9J~261.2n I
/)pr, Ihru r,~"y 29,14 71,J;!i.. -11.:"7?+_-t-fo:L1.1.<-..fjl_2,nr.1.L..~!iI'2.Q.U'914'N:J
J~n. thru r.'rnr. 30.03 7!;.23 150.-1(; 300,921 OOI.n,; ,11,!,O,1.LO I 3,0C;0.20
1946 _D~l.~ :'0,0,9_ -'~5~::;!.,Lti..Qi.').l 39.o,~2, _0.'21,84']J'9)"00.. ...J'00O'!.E
Oct. lhrllllo.~,-- t-;q~ _!.4,(14/-1:1,'hQ!U 2!iO.J.5 _!;02,321:~.lno,.!I9_ ~!),01,'!Q
Juno lhrll_~~-,- 3~2!L -Z!l:,~j_ _1J.?1.t;.~!! - ~Qli:.'G.'j-fdJ...~_~.UJ~;?j}..I:.l1 _~OS7.u..O
"'.nr. tl1ru ;'.1ny 30,11 7:',2~1_1!i9.;;t, I a01.0~i~112.1GIJ.!!.9!;.49_ 3010,801
.I:m. th:-u t.~:Jr. 31.03 77.'12 155.41; 310.al1 G21.75:, 1,!;!Jti.40 3,100.00 I .
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-.-- 1 I
1~,~;1Il: 1~,Stll $10 525 $50 575 SIOO $200 S!iOO $1,000 ~~10,OOO
\TAII r,~OtH fl~
194!i .Q~c. 31M ....I!..J.2.. ~~.,l~L 310!:!L G21J.9_ 15!io1AO ~10~'ht}Jt
_.1.__._.._
..Q.~h.11l0..1 N o_,,-=- --19~'!:J_ --L!!,~~!l ~.~ 1.13 Ci :!O::.~. [,06,64 JL.~!.9:.<!.9 -'!Jl}],?J?.
p!~,ll1e "",)-,~p~-'l.I,,,1L --I~.1Q.1 1..ti,lh!~p_1 1 313,1[, ..12liJi~Q.Q.. -1>J.;Jl.GO
,;;P!:...!IJ.clcl~i!L_ ..2[l",U,L ~]A~i, 15~j.J..9_ 1_:>9,9,20 1.t!j,~ t~.mL ~J~J.OO
Jjln. thru M;\r. 31.l12 7!J.5G! HiO,12I 1 3W,2.\ 1\.591.20 3,102.40
'-
1944 Dec, 31.o2~ 7~1.:..~~_ 103,12/ I 313,21. 1 ?g1.~~2J1JAO .
Oct. tt'lru Nov. 31.:'3 7fl,32 ~=l1'4i 31 ~~.?J~ 1,~Gr,,I,O 3'13~'O~
June tluu SCPo 32.35 I V_O.D"7 101.7.1 3?3Jrtl 1 G17,.ill:Qg;I.1.00
f1"'p'r. thru Mov 7D.G7 153,;;.\ 31n.~3 .1f~9~\AO L~1!i.G.(JO
J:lO. thru M;1r. 82,26 164.52 323,6~i 1 I 1,G~5,20 I 3.290,t,0
'1943 _Dec. 1)2.2G I G4,52 L I ;~3,041 1.645.20 3 230.1.0 !
Oct. tI>ruNov. 01,03 162,00 i I 3~!.1.00 1 1 620,00 3 2t,O,Ool
June thru Sen. 63,6~7,26 1 33.i.52I 1 G72.CO 3,345.20 I
Apr.tllrll M:w 62,351' 164.70 I 329,40 I 1 647,00 3 294.00 I
Jon. thru f,.~nr, 65,031 170,06 3,.0,121 1,700.60 I 3,401,201
1942 Doc. r,S.03 170,06 340,~ 1 700,60 3 .~0I,20 I
Oct. thru Nov. 63,71 167.42 334.:::4 1 67,."20 3340.40 I
Juno tl1rU Sen. 86.43 172.136 345.72 1723.UO 341;7,201
MiW . 65,14 170.:?~ --HO~5_~- 1,70~.C~'p_ _~,405.GO I
t,r'Jr. 84.50 1G9.00 330.00 1.6~O.0~ 3.360,00 I
.lan. thru Mnr. 67,2" 174.4D 340.96
1,7,14.00 3.409,60 I
1941 Dec. 67.24 174,:'3 343.SG 17/,.t30 3409.63
Oct. thru Nnv, 05,651 171.70 ~~.:3AO 1717,00 3434.00 I
June tI>ru Son, 66,641 177,26 354,56 1 772.00 3,5~ 5,GO I
May 67,311 174.62 349.24 1,746.20 3.492,40 1
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CdMMONWEALTH OF PENNS.VLVANIA
' OEPARTMENTbF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINlL Y OW/'vED PROPERTY
..
(Instructions on Revarse Side)
Estate of I(~~hry" A. Ward
ITEM
NO.
p\
DEPARTMENT
VALUATION
(0 fficiel Use Only)
TOTAL
MARKET
VALUE
VALUE OF
DECEDENT'S
INTEREST
DESCRIPTION
1. United States Series E Savings Bonda in names
of Kathryn A. Ward or Avalon A. Stoppe per
Attached list, having date of death value
of $6,817.68; valued at one-half or
$3,408.84
2. United States Series E SaVings Bonds in joint
names of Kathryn A. Hard or Harry Stoppe, per
attached list, having date of death value of
$434.12; valued at one-half or
217.06
3. Unitcd States Series E Savings Bonds in joint
natlles of Kathryn A. Ward or Jacelyn Stoppe, pe
attached list, havillg date of death valuc of
$320.54; valued at one-half or
160.27
4. United States Series E Savings Bonds in
joint names of Kathryn A. liard or Brian Stoppe
per attached list, having date of death ualue
of $338.02; valued at one-half or
169.01
5. United States Series E Savings Honds in joinL
names of Kathryn A. Ward or Lori Ward, per
attached list, having II date of death value of
$269.80; valued at oneQhalf or
.
"
134.90
6. United States Series E Savinl!s Bonds in join!:
names of Kathryn A. Ward or Peter Ward, per
attached list, having date of death value of
$4,990.65; valued at one-half or
2,495.33
7. Defense Activitiea Federal Credit Unj.on Accoun
in joint names of Kathryn A. Hard. the deceden
Avalon Stoppe nnd Peter J. Ward, her children,
having date of death balance of $4,401,13.
Account was made joint on May 21, 1954. Life
Insurance in the amount of $875.20 is not
includod because it was paid directly to the
beneficiaries. 50e letter attsched, Vnlued
at one-third of $4,401.13 or $1,467.04
1.467.04
TOTAL THIS PAGE
8,052.45
.
6:'c1r)',7.f)
,AIZ
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, Both tan(Jlble and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule" A", Describe all personal property
as indicated in the instructions for Schedule "6", Include the name. address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established,
2. Indicate the total market value of the jointly owned property,
3, Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest,
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*'
DATE
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COUNT'I FILE NO: / - " '/ ;
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ESTATE
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OA TE OF OEA TH
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Appraised Value of Estate:
Real Estate
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Personal Property
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Jointly Held PropertylTrnnsfers
$
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Clear Value of Estate
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Total Gross Estate
Total Approved Deductions
Less: Approved Charitable Exemptions
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Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rata
$';/ <i:: 1 c' ..)
1
tax due
$ ,', I'/. /7
tal( due
Amount Taxabla @ 15% Rate
TOTAL PENNSYLVANIA INHERITANCE TAX OUE
$ /{ /,j, /1
'* '* 'lit '* '* .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
OA TE OF PAYMENT
AMOUNT PAID
OISCOUNT
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
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
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Assessed by:
See Information on Reverse SIde Agen' tOf ,he Commonw,! ,1\ "
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GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker,
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debt~ being claimed
should be attached to this schedlile,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a 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. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws,
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INSTRUCTIONS FOR COMPLETING SCHEDULE::E.:.
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 be signed by the person who has assumed the responsibility for paying the debts,
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11. AEV.lia2EX
~... COMMONWEALTH OF PENNSYLVANIA
4 NO K 69845 DEPARTMENT OF REVENUE
'. OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
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TAX AT 6%
TAX AT 15%
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TAXAT_%
ADDRESS
ESTATE TAX
be
17070
TOTAL TAX CREDIT --$1- 37
'--ESTATE iNFORMATioN:
DATE OF DEATH
FILENUMBER
-379
NAME OF DECEDENT
n Ward
m
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LESS DISCOUNT
~us %INTEREST
(FROM TO_I
DATE OF PAYMENT
COUNTY
Cumberland
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POSTMARK DATE
REMARKS
TOTAL AMOUNT PAID
$1.37
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"PAID IN PULL"
SEAL
RECEIVED BY
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f1EGI5TEn OF WII,1.5
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REPORTING INSTRUCTIONS
1, II lhe bank BCCQunl Ilpocdiod on IhlS notice will bo reported find pnid by the OSHIta Ilducillll'. plato /In "X" in block "B" 01
Plllt , 01 tho "Joinl/Trust Account Tall Ru,uro", Sipn the dupllcnUI /Ind lIipllClIl0 COPIO!. Md relur" to the Ponnsvlvtmu,
OOpBltment 01 Revenue, BUlo/lu 01 EXlmHnnllOn, P.O. BOl( 8327, H/lIIISburg. PA 17105.
2. If th" inlormBlion tine! c/llcullllion in Ine OOIICt' is COII<JCI line! deductIOns M(> nol baing C'DUIICd, pleco tin "x" in hlock "A" 01 PAll
01 thi' "JoinllTlust Account T/I)( Roturn'" Sign the durlictll(> nnd lIipliclllC COPICS IInd submit Ihom Wllh yOU1 chock lot
thll amounl of tll)( 10 tho Aogisl01 01 Wi:ls of the county Indlcatod. Tho Dcp/lrlmcnl of Revenuo will issue tin all.cinl f\<istlSSmcnl
IForm REV. 1548EXl upon roview 01 Ihl! Joint 1rusl Account TII)( Return.
3. If tho notiCo informlltion is Inconect ond'or qUllli(iml deduclions ale being cllIimed, complete Pari '2 Itll)( c/llculllllOnl of tho "Jointl
Trust Account TII)/ Ratmn" IIccording 10 thll Instructions below. Sign the duplicllle IInd uipllcnlo copies nnd submil thorn
with yoU! chock lor the IImount 01 t6X to the Rt'giSler 01 Wills 01 11'10 counly indic/lled. Tho Department 01 AOVflnUll will issuo IIn
olficilll aSllossmpnt IForm REV. 1548EXl upon leview 01 the Joint/Trust Account Tllx Rctuln,
4, Additionlll commcna or (ucplMlltions should bll mlldo in Pllrt 4 "Other Informtlllon".
5. Tho Joinl1Trusl Account TII)( RotUln muse be cllmplBled IInd ,olurned within thIrty (30) dAyS 01 thC! notice dllte 01 tin oflicilll assessmenl
lForm REV. 1548EXI will be Issued bllsod on the notice infolmlltion,
G. InheritllnCCl tllX becomos delinQuenl nine mol'llllS lifter Ihe decedenl's dllte of delllh. Jointly held prop'Jrly is tIIxablo evon though Ihe
docedent's name W.!lS lidded liS a mllllClI of convonlence.
TAX CALCULATION INSTRUCTIONS
~
1, Enter the date the IIccount WIIS originally os\llblished.
~e: If a blink account W8S estllblished within two yCl'IIS of the del\lh of the decedel\l. it is presunler1 10 hllve boan estllblished
in contemplation of detlth. {SEE EXAMPLE al. II the IIccounl WllS est~blished with funds thllt were registered in the SlIme joinl
ownership and maintained jointlY lor more th8n two years priol to death, the 8ccounl would be tllxable to the extent of Ihe
decedent's ownership (SEE EXAMPLE AI. Document81ion to indicale the or iginal stalus 01 the accounl must be submitted with the
Joint/Trust Account Tall Return.
2. Enler the total b8lance of the account including inlerest 8S 01 lhe d8te 01 dellth,
3. The percent of the account that is t8xIlble for nch survivor is determined tiS followS:
A. The percent taxable for joint b8nk accounts established more thlln twO yotlrs prior to the decedent's death is determined liS follows.
DIVIDED B'r' Totlll Number of
Joint Owners
Exnmole A: A joint account registered In Ihe nllmo
DIVIDED BY
Totlll Number 01 x
Surviving Joinl Owners
of the decedent (lI\d twO
100 Percont Tllxllblo
other persons.
DIVIDED BY 3 D.IVIDED BV
.167 x 100
16.7% (Percent taxable fOf Each Survivor)
B. The percent tuable fat joint btlnk lIccounts estllblished within lWO yellrs of the decedent's death or eccounts owned by the decedent
but held in trust for another lndividullllsl ltrust beneficiariesl is determined IlS follows:
OlVIDED BY Total Number of Smvivlng Joint
Owners or Trust Beneficiaries
x 100
Percent Tax8ble
Ellample: Joint IIccount registered in the neme of the decedent and twO other persons and established within twO yellrs 01 death.
DIVIDED BY 2 ~ .!)O x 100 . 50% {Percent TalCtlble for Each Survivol!
4. The amount subject to t8X lline 4) is determined by multiplying the account blll8nce lIine '21 by tho purcent taxable (line Jl,
5. tnter the totel of the debts and deductions listud in p8rt 3,
Allowable debts and deductions are determined as lollows:
A. YOU are legallY responsible 10r payment.
B. You actually p8id the dobtS after the duth of the decedent 8nd clln lurnish proof of paymenl.
C. The same debts arc not claimed on the decedent's Inheritance Tax Retuln or by IIny other survivor.
D. Debu being cloimed must be tully itemized in part 3, If 8dditional splice is needed, use plain a 1/'2 x 11" sheets. Prool of pllymanl
may be roquosted by the Department of Revenue.
6. The lImount tUlIble (tine 61 is determined by subtrllcling the debtS and deductions (line 51 from the 8mounl sublect 10 lalC (line 41.
7. Enter the appropri81e 1IIX rate (line 71 lIS determined below.
A. Transfers 10 linsel descendllnts including fathor. mothel, husband. wile, Sl.'n, daughter, grlllldchildron, grlllldparenls, sOIl-in.18w.
daughter-in-Iew are taxable at 6 pel cent,
B. Transfers to nonlinoal including brother. siStOI, uncle. 8unl, nephew, lIOd niece are tllXllble at 15 petcont.
a. The amount of tllX due Uine al is determined by multiplying the amount taxeble \tIne 6) by the U!lX rate tline 71.
.
DISPUTED TAX
The JointlTrusl Account Tax Return IS subjecl to IIpprovlll by the Oep8rtmont of Rl!venue.
Tho taxpayer may WIthin SIXtY (60l days of the date of the oHicial essessment (Form REV. '~4aEXI "Officiel Notice of Inheritllnc(l
Tax Appraisement, Allow~nce or Diullowllnce 01 Deductions Ilnd Assessment of T8)( on JOIntly Held or Tru" Assets", lite a
ptotest with the Pennsv1'f'ania Cepllltmenl 01 Revenue's BOllrd 01 Appeal':; Of an l!.ppelll wilh the local Drphllns' Court. (See SectIon
1001 01 the Inheritance and Estate Ta", Act of \96' 02 P.S. Section '24aS.l00U
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RESERVATION: In the evenl thai any future interest in this eslale IS transferrad In possossion or enjoyment to
collateral (Class B) heirs of the decedant after the expiration 01 any estate for life or for years, the
Commonwealth heraby expresslY reserves the right to appraise and assesS transfer inheritance taxes at the lawful
collateral (Class 8) rate on any such future interest.
Purpose of Notice: to fulfill the raquiraments of Section 709 01 the Inheritance and Eslate Tax Act of 1961 172
P,S. secllon 2485-709),
Objections: Any party in inlerest not satisfied with the appraisement, allowance or disallowance of
deductions, or assessment of tax (including discount or interesl) as shown on this Notice
must object within S;'l(ly (60) days of receipt of this Notice.
, Objections may be made as follows:
_ by written protest to the Department of Revenue. Board of AppealS
_ by electing to have the matter determined at audit
_ by appeal to the Orphans' Court
Oiscount: 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: dale of death 1-15-82,
discount period expire:; 4-15-82.
Excepl for lax on a future interest, Inheritance tax becomes delinquent nine Ig) months from
the date of death.
. Inheritance tax on a future interest bacomes delinquent al Ihe expiration of thrae 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
_ dEllinquent dale 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 rales:
Interest:
Delinquent Date
5/27/43 to and including 12/31181
111/82 to and including, 12/31/82
111/83 10 and inctuding 12/31/83
Annual Interest Rale
Daily Interest Factor
6%
20%
16%
,000164
,000548
.000438
To Remit Paymenl:
Estatas Ihat become delinquent on or before Dacember 31, 1981 will mainlaln a
constant Inlerest rate, The rale In elfect when Ihe lax firsl becomes delinquent will ramain
constant until the delinquent balance is paid in full.
Estates that become delinquent on or after January " 1 982 will contain a variable intarest
rale. ThUS, taxes that remain outstanding from calendar year to calendar year will
be subject to different rates in eHect on each January 1.
INTEREST = BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAI~Y INTEREST FACTOR,
. If a tax balance remainS oulstandlng for more than one calendar year, a separate 'nteresl
determlnalion must be made for each year at the applicable rale. 10nly one calculation
is necessary if the estate maintains the constant interest rate.)
Any Notice ISsued aflar the tax becomes delinquenl will reflect an Interest calculation to
fifteen (15) days beyond the date of the assessment If payment IS made after the
interesl computation dale shown on Ihe Notice, addillonal interest must be calculated.
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 booklet, "Inslructions for InheritanCe Tax
Return tor a Resident Decedent."
. Ma\(,e chec\(, or money order payable to: Register of Wills.
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