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HomeMy WebLinkAbout81-00557 .'.\, el ~ ~ >< lJl ~ Po . . :x: ~ Cl eo p ~ g N lfi ~ ~ H :<: 5 . ~ :z; H ~ III ~ H lJl lJl ~ r4 to) ,.. I CO . - ,.. . 0 N .I "" III . .! -1. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY No.21-81 55'7 In the Estate of Jiss/e N, !(;,o1z:. , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner(s) Is (are) the execut<1f'? named In the Last Will and Testament of ;JeSSI&. N. /l'trrfz. dated j.Ja..y ~ /11/ Decedent was a citizen of the United States and a resident of fh,('#JNlt!-S&IR.~ TQlIi"shlp (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedentdledon 5u/'1ddY the 16tt dayof AO(;urf' A,D. 19EL-, In the County of eUn'ltBt?R:i.I1/'1d ,State of iiI''''' Ii. at the age of 2.,Lyears. Decedent MIl; (has noll been married and '- (has not) had children born to - (her) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value of :t' ~():l ,(1 (1 and of real estate to the value of 1'i'/.('/J"'() as near as can be ascertained; said real estate situated as follows .;2.'1 c', /<kll.e R :Jt. Netllt1f1,t!.sBuEo. fa, Therefore, your petltloner(s) respectfully apply(ies) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated ~S:> ~3JYJSelt '3 11/9.' ~ Name and address of Petltloner(s) ./ . j --'A / / e--7""~JI\. _'" 'f.b? :1(1SeP/.t t.. ./(m1z Lf "I bc?-ffYSAlllf!h P, /(e, JIIZt!/lanUS/3ulfC: po. I COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND j ss foS(3PH /... l'0nf Z. named In above application, being duly '~/uo/p n statements set forth in this petition are true to the best of '!iW(f R 11 and subscribed before according to law say(s) that the N IS knowledge and belief, / . I I. .... r-~""'1.' /L- / >/ . ,,'"--- :'., '-.L-- 1 --'.) (I' a!O Filed: September Ill, 1981 Attorney , b3-~t\ t?~131?!:1 .n. I-f'li/ZS r". /30))(' 'Ira IIdlf!tsl3att r..:. P;, f7N? ..... 'C! 0:;- .,1. t. Cl: l,... ~!~ C:,\' ..., C.'-- I ~:~: lJ_::" ~ i;t..-i 01" "'- n:Vl ~ l.'I:u.. C- O.... uCJ '", ...lU )SL ",a: - ~j=) !P -,U u M n' 05 c..." - :n"" :z:a'~ l"~ .JJ..... ",' ~ :'20 :ng :..'-,::0 --0 _.~C ,::." t~,M J:" .~' I .,.,,-"" ~'.iO ~:-j .~~. VJ ,-..b ,~. ,. )r, "" ..;~j , ::0 -, !l , ;..) .N ,'O- il -- f>< 0 I N III S \ ~ a: t: III ~ . '" )0 j a <( ~ . ~ .~. , a . ~ :z; .'.c IE ~ ~ Idtl~ ~ '" I- z a ~ '" a: · > 111 e; III ~ gm Ill'. :l ~ o :l ~ lr: U ~ Z ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came tfar:I,PiI L, /(;7')1> who. being duly ~(~J 0 te n , do.e~depose and say that as ,f"!(p(7iA/'(I/f' of the last Will and Testament of ,1(?S~/p tV, ;0 nt t~ deceased II f, 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.Swo.en and subscribed before me. Sf? AA' 111/](:' If' :::; ~/--/~/ ~f:~:J A,D.. 19 IN tJJt~ (d~"P~J . Register I .:;'; , " . c:: ,- c:J: ".. .,- L ..'.'..-., 0::;_1' t") ..t1 ;: 0';" I ~:,~I L..ll. c ,,,, :~.: LoCO: O:l,:~ b.' ';~W 0'- ..&:r.~ u"'o ..,'" Q::L a:l>:: - UJ'" l'C -,u u ~ In to-: LN u:'i ': .-I: 00: ,..: .: .-I: CX)l (\Ii I : ,..; 0 C'.Ij z .s ~ !l '" r.:l I.L. o ...J ...J - ~ :'1:i :.. :~ : .. :" : .. ,0 ~: ~l 00: \-:: 5:l ~ ...: ~ g ~ - - ~ ;j, III \0: ,~ 'tl 00: ,: .. q": w: 'tl ... VJi 0 " ~ ~ ~ 'tl III &: " ! o-l: 00: 01 .... ..::t: o-l: s..l Q): ,0: s: Q): +>1 c.: Q): tI)' as - i:i: DECREE Be it remembered Ihat on the 14th day of Seotember ,A.D..I~. there was probated and recorded the last Will and Testament of Jessie N. Kintz late of Mechanicsburp; . Cumberland County. Pennsylvania. Deceased. Letters Tes tamenta rv were grallled to Witness my hand and official seal the day and ye~r aforesaid, Joseoh I.. Kintz 'It:1~ '0Id,t~/ f! ~j~./ (j7 / Register RE'J-4!,o r:;Xt (IO-IIO) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" A" REAL PROPERTY ~ ~"'.J':;~~~ .{~\ ~~\dl!A;<"!11 (In,,'ruclio/l5 orl l<eveIH' SiJf') ESTATE OF JESSIE N. KINTZ - --- - ITEM DESCRIPTIOH ESTIMATED DEPARTMEHT HO. MARKET VALUATIOH VALUE (OFFICIAL USE ONL YI . House and lot at 24 E. Keller Street Mechanicsburg, Pennsylvania. See Cumberland County Deed Book "Vlt, Volume 12, Page 63. (Appraisal attached) $14,000.00 . - TOTAL $14,000.00 II additional space is necessary, use B'2" x 11" sheets. m DOUGHERTY Ei ,'NO TMU~G INe Camp Hill, Pa, 17011 - Phone (7171761.1690 1513 Cedar Cliff Drive - p, 0, Box 701 October 20, 1981 Robert D. Myers, Esq. 205 State Street Harrisburg, PA 17105 Dear Bob: As you requested, I appraised the property located at 24 East Keller Street, Mechanicsburg, Pennsylvania 17055 on October 14, 1981. In doing this appraisal, I took into consideration the surrounding residential properties which include the following two recent transfers: COMPARABLE PROPERTIES 22 West Keller Street Frame, ~ Double New wiring & heat 3 BR, 1 Bath Modern Kitchen & Bath Listed: $30,900 Sold: $23,000 Conv. Financing 42 Days on Market Settled: 04/24/81 406 West Keller Street Alum. Single New roof, re-decorated 2 BR, 1 Bath Excellent Condition Listed: $30,900 Sold: $30,500 FHA Financing 30 Days on Market Settled: 07/10/81 SUBJECT PROPERTY 24 East Keller Street Insulbrick, Two-story Single 4 BR, 1 Semi-modern Bath Kitchen, Semi-modern Oil Conversion Heat The subject property, although a single, shows a great deal of deterioration and economic obsolescence and is in need of major repair and interior modernization. The exterior insulbrick is in very poor condition and in many places must be replaced. The entire dwelling lacks storm windows and screens and, I feel, many windows would have to be replaced due to lack of paint and rotting framework. 1513 Cett., Cliff O,ivt' Clmp BIII,'a, ( 761.1690 FOUR CONVENI[N70FFfC[-'S 7DSfRVE YOU o 2 Eau Winding Hill MnchllnicwUl!,:l, Pa. I 766-O,g, o 3920 Willi nut StrOOI H.:mi;butG, Pa. : 652.:1781 4307 Or.rry Street W~m';bVI!). Pe. ! S64..7370 o 1H::V~4!l' I:X+ (erl!O) COMMONWEAL Hi OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY ...:.i...., ~~ ~~\'.-'. I ~M'Z ...~,' .J,," ..;.'f '\1,'. "~-., ':-'''i~,(p:/I_y.,'- (Instructions on Rf.'vf.'rst! Sido) ESISI. of TF.flRTF. N KINTZ ITEM NO. DESCRIPTION UNIT VALUE ESTIMATED MARK ET YALUE DEPARTMENT VALUATION !OFFICIAL USE ONL Y! - Household Furnishings $500.00 TOTAL $500.00 If additional space is necessary. use 8')" x 11" sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years 01 death, make any transfer 01 any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No" ,) No 2. Did decedent, within two years of dl!ath, transfer property from himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) -.fut_ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent.at time of transfer. b. Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxabili/y of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in posseSSion or enjoyment at or after hiS/her death? (Answer "Yes" or "No".) No a. Was there any possibility tha/the properly transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. \\'hat was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for hiS/her life or any period which does in lact end before his/her death: a. The posseSSion or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ~ b. The right to designate the persons who shall possess or enjoy the properly transferred or income therefrom? (Answer "Yes" or "No".) No 6. If the answer to live b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ). 7. Did decedent in his/her lifetime make a transfer, the consideration for which 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 bElleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which 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 th~ decedent alone ( ) or decedent and others ( ). REV-453 eX-t (lo.eO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of JESS IE N. KINTZ SCHEDULE "D" BENEFICIARIES ~ l~ (Instructions Ofl Il(!v(!rs/! S;t!t.J BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Joseph L. Kintz Child Yes N/A 50'/'. ------------ ----~- 401 Gettysburg Pike .- Meehan ics burg, PA 17055 , Bettv L. Frv Child Yes N/A 50% R. D. lt3 Mechanicsburg, PA 17055 ,-_.._---------_...._.~_.._- ..'------ --_._--~._-- --~--'_.--- _.-----,_..~-----"' .._"~----- _._------,--,~---_.'- - . n'_'__ --_.--~ . ~._-,-~._--_.. .------.--- -.--- ..---.-,- ~ _a. .___~..._'n___. m_._'_'__"'__'_ .-" ._.__.__.~-_.._--- ----- --------.-'.--...'.- .,---.'--..- ._H. ..,-,---.....- ---- ____+,...'_____._n ._'.... . ,..,-,...._--,-- . . .-"'---'--- -- ,- ---- -- ----- --.---- -- --------. I ----_..~---+- -,--- . , -- ----,--.-----'- -- ..-----,"'--,----- --,------ -- - ----------- ------- --- -,--.------.-- --~. ---- ---. - ---. , , ,,--- The above beneficiarie, were living at the time of the decedent', death except lor the following: NAME No exceptions. ---,- If Ilddition.1 'pace is necessary. use 8%" x "'0 .heets. DATE OF DEATH --- .---- ---- ~ ~ 0 ..... Cll .-< J:>:: J:>:: .>: 'M ~ -<: -<: '" ~ ~ N t bO "" H ;j "" :.:: .0 ;j tIl .0 '" >. tIl !: Z '-' U l\l '-' 'M .-< ~ Cll g "" H " Cll rtl .c ~ Z rtl .-< U 0 ~ 0 ~ - .., ~I u ~ t.t.. ci J:>:: t.t.. "" 0 <rl 0 Z ci III ~ <rl :>- ,... ci - t:J Z Z ,... '- t:J Z ..l ci - 0 <( J:>:: ~ :.: t:J ~ 0 U t:J ,..; Z Z ,... ;J ~ z - ~ III ~ 0 0 -<: ~ t:J U 0 '" :l 'uamu! S.lUapa:>ap 84110 anle^ 18~JeW 841 81BO!PUI '\1 'ISaJalUI s,luapa:>ap 84110 a6BluaOJad a41 81BOIpuI 'I; 'AuadoJd pauMo AIIU!o! a4110 anlB^ la)jJBW lelol a41 aleO!pUI 'Z 'p;l4sllqm8 seM d!4SJauMO lU!O! a41 alBp 841 pue [SlJaUMO,OO a4110 l\lapaoap S41 01 d!4SUO!IBISJ pue SSSJppB 'SWBU a41 apnloul .:8.. sInpa40s JOI suo!lonmUI a41 U! paleO!pU! se AlJ8dCIJd IBUOSJad liB sQIJOSSa .:\1.. sInpa40s JOj SUO!IOnJIIUI a'll U! paleOiPU! se A1JsdOJd leaJ lie aqp:lSSO .t 'ISJ!j smu IBSJ Illl 'PSP"IOU! 8q 01 SJe A1JsdOJd alq!DUeIU! pue alq!DUBI 4108 'd!4IJD^I^mljo 14D!J 41!^' IluBuallulo! SB S8!lJBd JO AlJed JS410UB 41!M AIIU!O! lUspsoap S41 ^_q paUMO '\PuoIJsd pUB leSJ 'AlJ8dOJd liB Spnl:lU! nnw ..3.. 81"pa4OS ..3.. 31n03H:lS DNU,31dWO:l IlO:! SNOll.:lnll.LSNI COMMONWEALTH OF PENNSYLVANIA 1. COUNTY OF CUMBERLAND J $5: _____'__________,-.:!~s~_~_~_!<i.r1,tz b.ing d.ly sworn ___ according to law, dopo... a"d says that h. ____JJL..the ---,--- Exe.Cl.It,OL ___.________ of the Estate of ....J.e.sB ie N. Kintz lat. of B.QX'Qugh_..of_ Mechanicsburg.___ . ________, Cumb.rland Co.nty, Po., d.ceased and thet the within is an inventory mad. by __hiJ!L.______.____________, the said Executor of the entire estate of soid decedent, consisting of all the personal prop.rty and real estat., except real estate ouhide the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair valu. es of the date of decedent's death, '19 B-c l' J~//~ 4~if., ,7'.. /i/~-3 / 'Executor. Admini reto' _~Q1_Gettysburg Pike ~ and subscribed before me, . MechaI,!icsburg. PA 17055 Address DIY August Month 1981 Date of Death __ 16 Vear INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional a..ets. 3., ~dditil>,;al sh.ets mey be attached as to personalty or realty 4,; See AificlelV; Fiduciaries Act of 1949. .. '0 \," N L-L:_ :::... .;.<;.~ o::{,' ~ ',"", 0(;-; -, "'.. <'>4J ..', ~<r N 1:"-- l~:t; po -' '-' bl) I-l ~ .0 "' <J ~ ..-1 J: ':l <1l ~ N .c ..; ~ ~ w ~ <J .. ~ ~ I- Q) .. '- w ~ H ~ '" .') ... u 0 :.<: '" 0 w '" .... C .. ~ ~ '" w .. ~ ::t ... 0 c .... LL Z ~ I- .. o ' LL .... < 0 .c ... 2:'~ W 0 < w Iil bl) t- . <c ~' > Z '" H ~ Z 0 CIl 0 c C ~ - '" Z CIl I-l 0 ~'::? I> '" Iil 0 0 % w < ... ... ..., P'l .., 'ti~ c - .. ? ;-, -;: 0 .. ..... ... .., ~ .. 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O~M Iuapa~ap a~I 10 Pl!~) AUD ua~1 'sl~6i' 'a~/s!~ pal!ajlol so'l asnDds a'll I! 10 'asnods ou S! ala'll II 'o!uo^IAsuuad U! pal!)!WOP paip O'lM Iuapuap 0 10 asnDds D Aq paW!Dp aq ADW UD!Idwaxa AI!",oJ V 'alopa~)s S!~I 01 pa~)D"D aq Plno'ls paw!op 6u!a9 slqap a'lIIDI Al!I!9D!1 s,alDIsa a'll 10 s,IUapa)ap a'll lloddns 01 a)uap!A3 'pal!! S! u'nla~ xOl a)uol!la~ul a'll WO'lM 'lI!M Sll!/o\ 10 lalS!6a~ a'll 10 10Aolddo a'll 01 pal90s aID alolsa uo ISU!D60 paw!op 6u!aq sI9ap IIV 'sasuadxa lo!,nq palDlal la'llo puo la~IDw a^D16 10 aUDIsqwDI 'IoIID!Jnq 0 10 ISO) a'll 6u!pnpu! sasuadxa .JD!,nq PUD lo'aunl 'saal AID!)np!! 'SUJ AaulollD 'UD!ID'IS!UiWPO 10 ISO) a~I 6u!pnpu! al90w!op aID swal! la'llo 'alDlsa .0 lUapa)ap a'll A9 paun)u! slqap 01 uO!l'Ppo ul 'alDlsa alqDxDlla~/S!~ IsuiD6D alq!pnpap aID '!lDap .a~/s!~ 01 'D!ld IUapa)ap a~1 Aq paun)u! sa!l!I!qD!1 pa!ls!lDSUn NOllVW~O:lNI XV 1 3jNV1ICi3HNI1V~3N3~ 11-23-81 12-9-81 1-11-82 1-14-82 3-31-81 Richard M. Snyder, Jr., real estate appraisal $ PP&L, electric service 10/20-11/19 Bell of Penna., telephone service 11/19-12/18 PP&L, electric service 11/19-11/30 Register of Wills, inheritance tax Myers, Potteiger & Stefanon, legal services Myers, Potteiger & Stefanon, reimbursement for: Notary Fees $ 3.00 Register of Wills Filing Fees 15.00 Photocopies 1.95 Betty K. Fry, repayment of advance Joseph L. Kintz, repayment of advance Reserved for filing Account & making distribution TOTAL PRINCIPAL DISBURSEMENTS . 8-31-81 PRINCIPAL DISTRIBUTIONS 100,00 10.08 8.73 8.50 591.'19 725,00 19.95 850,67 3,397,10 75.00 $ 9,806.16 Betty K. Fry, household furnishings in kind $ Joseph L. Kintz, household furnishings in kind TOTAL PRINCIPAL DISTRIBUTIONS INCOME RECEIPTS 11-30-81 1st Fed. S&L Assn. , interest 10/27-11130 12-31-81 1st Fed. S&L Assn. , interest 12/1-12/31 1-31-82 1st Fed. S&L Assn. , interest 1/1-1/31 2-28-82 1st Fed, S&L Assn., interest 2/1-2/28 3-31-82 1st Fed. S&L Assn., interest 3/1-3/31 TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS None INCOME DISTRIBUTIONS None 1_:" . tl '-,,: - , . : ;: ,J 3 250.00 250.00 500.00 $ $ 6.37 38.68 37.48 31. 36 35.15 149.04 $ , 0; '" :'<.) :~~ - , ~;;;. n .:! , , \.,,\ "' ." r' - " ;::.' ~ ." ,- ..'. ;:l ~ .- " .~ '0 " ;; c::: " u ~ lH5~ C., '-' 'l ~ :f :--2 co 'J., N " '--~; " ~ f-< .. U J: >., . ." :; ~ :<:0 :;: i~~lB'l\.. f-< ~ ~~ ~ co -" ~ ';' ~ '" :'j 0 H ~ < ';'~ Z ,; M - -', :::; HUl ~ ~ ::0 " :: " i,l I;'.) 011I_ . ~ " ~ ~j " c.:J Ul": ..._ 0 0 .~ ~~ ~ :S C', ... '2. ~ =' " :' ~ ~ ::: " ~ H ~J , :J 0 Ql '.; U ~ :-:. ." ~ (l ~ 7- :>...:1 Z o:e.. ~.~ u ~ .' .' " ~ "' ~ .,.j HP<>< (J .. Q. J;; ~ <l; " .~ ,- ,-- .- :;;~ e<: "' ~ C,J u~ V '.. ;< ~ r: "' , 0 f-< ,'-l ~,j, ~ I~ .- ,- <. :- ~ :<:s H ...:I rj ;.: "' 0 ~ V> X V> - - t: 'c V> 0 <- HO""!' Ul <~ l!. M '" '" " <- ,:--! l: 'tI -. (I :.... ~ ~~OL., Ul ~ c ~: ~ ' Z -" " (~ "' <: "' -- -" p !< <- ci '" P,..:...UU"\ r'-l '- C .c ':: (~ H e . " ~ ::-' @ V> 0: ri .- 00 0 .., ~ l'~'" ,I I ~ .-- .,~ ~ 0 ~ ,^ '" uuo , . e--"l .. 1\1 ~1 0 Z""'" ~ "f R~:;:t: 0 ,.' - ~ <. '" ::; . ~<l;OO 0'0 Z V> UlOd' Q) ,~ 0 t. e ~ <l; :~' -, -... " nj ~ ". ~ I!l :l ", " Z 11'<..... ~ Ul ~t- 0 -- -, 'J ~ <: :2f-l~N Q) H <11 __ ._, u f-< ::c I>::~ I>:: <l; Q) Ul W '.J .. C ~5Sci H tJ ~ ~. J I'l Ul Q) H -" OU uz H ~ 0 ~ f; .' 05 ,'.) ..rl~ i:~~g ,;.) ---, , .., -- - , ; ~ ~. ~ v. ,- Cl ~ ~ .- -.' , E ~ -- J: H -, -- ~ , f:j " " -" P'l " " ,. ~ ~ " :'; " ~ :.: '" .S " .. : " ~ .' L~ [;l ;:: c " ,~ ~ " f~ .- " " ~ H ~ " ... < Q .. .. " ~n "- (~; --' '" ~ C < f- Z tj ~ !fj , " ~ "' < ,,, .- "' g ~ ," ,- c., .- ~ f- " ~ Ul ." < 1- "" " ~~ 0 ~ - ~ .- 7'; '.:;- :r. >: '" .. ':'" - ~ "' 0 <- ~ ~ '! c, .- ~ ~ :- t- ~ <- ~l -0 , "' ..... "' "' H <- ~ 6 '" Ul , , . ~ " -- .. II1l 0 v, ~ ci ~ , " .... ,- ~ ,^ f:j .- --, .0 ~ " -, .- " ~ ~ " . , -- [;l < '" .- -- ~ ~ c " ;;: , .. ~ " -" < , :I: ~ .' .. ,', - ,-- :..i..t'\",~~,'W,~"lO<'~,...~..;n;\~~:",,:~.;;";'~\"~~"'-'~'!",~ r, eD '" ;JJ~ ~-:I"n '" -;:..:" rT1M ::J: ,.?o P11. ,;":1 = " , " r-.) " ", -, INFORMATION This document is the Notice required to be gIven under Section 709 of the Inherit;nce and Estate T.x Act of 1961 172 P,S, section 24851, If the l.1x is paid within three (3) months after the decedent's death. a discount of 5% of the tax paid is .1Iowed. Inheritance T.x becomes delinQuent nine (9) months after the decedent's dealth, Interest is charged .t the rate of six (61 percent per annum on the amount of unpaid tlX, (SEE EXAMPLE BELOW) EXAMPLE: If I balance of tax due of $2.000.00 is in I delinquent status from 3-3-60, and payment is mJIIde on 5-23-80. the interest is calculated IS indicated below: STEP 1 Determine the rate of interest from the t.ble below. STEP 2 Multiply the balance of tn: due by the rAte of interest. STEP 3 Add the Interest to the balance of \Ix, due. Inlere.t from 3-30-BO 10 5-23-80 Results in: 2 Months = .010 20 Day. = .!:.-.~ Rite of interest = ,01335 Balance of tax due R.II! of interest INTEREST $2,000,00 x ,01335 $ 26_70 Bllance Of \Ix due Plus Interest to Date 0' Payment (+) TOTAL IlIx ,nd Interest to Oate of Payment $2.000,00 $ 26_70 $2,026,70 --------------------------------------------------------------------- 1 month ,005 4 months ,020 7 months ,035 10 months ,050 2 mortths ,010 5 months ,025 8 months ,040 , 1 months ,055 3 months .015 6 months ,030 9 months ,045 , 2 months ,060 1 dlY ,00017 1 I days ,00186 2 I days ,00352 2 days .00034 12 days _00203 22 days ,00369 3 dlYs ,00051 13 days ,00220 23 days ,00386 4 dlYs ,0006B 14 dlVs ,00237 24 dlys .00403 5 days ,00085 15 days ,00250 25 days ,00420 6 days ,00101 16 day. _00267 26 days ,00437 7 days ,0011B 17 days _00284 27 dayS ,00454 B days ,00135 18 days ,00301 28 days ,00471 9 days _00152 19 days ,00318 29 days ,004B8 10 days .00169 20 days _00335 30 days ,00500 --------------------------------------------------------------------- Anv party in Interest.. including the Commonwealth and the person.' representJtwe. not ...tlsfled WIth tt\. IPprlfsament and .nessmeM m.v object wlltun sixtV (601 dJiv' aHtr rl\celpt of thiS Notice IS provid.d by SectIon 1001 of the Inhe"tanee ,nd E_SUte Tax Act of 1961 172 P.5- see_ 2485 - lOOn MAKE CHECK OR MONEY ORDER PAY AILE TO: 'REGISTER Of VILLS. AGENT' DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYME1IIT TO THE REGISTER OF WILLS FOR THE COl."NTV SHOWN ON THE REVERSE, SEe THE INt~ERIT ANCE TAX INSTRUCTION BOOK FOR ADORESS-