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No.21-81 565
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
t,rnrY Elizabeth ltc,icy
, deceased.
To lfihry C. Lewis , Register of Wills for the County
of Cumberland, in the Commonwealth of Pennsylvania.
is
Petitioner<t;)xlllte the execut or named in the Last Will and
Testament of ,<crY :'Jli~ebcth I1cKay dated Febru'~I'Y 28. 19~O
Decedent was a citizen of the United States and a resident of
Township
East P"nnoboro Borougi<l, Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on \~edneeday
the
2nd.
day of Septe",bcr
-,
A. D. 19....lll-, in the County of
CUMberland
, State of
ppnn.ylvania at the age of 97 years.
~ MIs< her
Decedent has not been married and has not had children born to bJm
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
;'"Q"" IT';,,),,on~i! ("" ,Mn.r.'1) 'rnllarn and of real estate to the value of
nl"\nn
as near as can be ascertained; said real
estate situated as follows
none
~lv
Therefore, your petitioner(i) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated Septo",bOl' /6 ,1981
-
Name and address -LV L\JL~ f2.- . Y\111-Ct'VL
of Petitioner(s) 1~8 Thlrc. Stroot
s~",er"al", Pa. 1709~
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
\\'f~l Jccc r._ '~'el"S
named in above application, being duly t', ''',", occording to law
say(s) that the statements set forth in this petition are true to the
best of
l.i.
knowledge and belief.
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and subscribed before lV ~\. L lV<.(
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w..1rh io. ;i,_petE
Attorney:
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III.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA ss:
COUNTY OF CUMBERLAND
Before me, the Regisler for the Probate of Wills and granting of Lellers of Administration in and for the County of
Cumberland, personally ~ame 1f,: It~'c( Jf' )/t.'IA:/'f/
/ 4',-1
who, being duly .<'UV""1, . do .J depose and say that as L {/(!,{,ttv
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of the last Will and Testament of 1);1<1 ..</ P 0J' A ell ')1~' Jicv; dmased
,1 f v f'
41 " 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 Inheritance~I"" and subscribed before me.
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DECREE
Be it remembered that on the 17th day of September
,A.D.,19~, there was probated and
recorded the last Will and Testament of
Mary Elizabeth McKay
late of
East Pennsboro TownShip
, Cumberland County, Pennsylvania,
Wallace R. Myers
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
(});d/ I (i . ~v-r-~
I / .' , Register
.....
51.2
.
OATH OF NON.SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA} ss:
COUNTY OF CUMBERLAND '
This, the ____________________1./:11_________ __________ day of
~~Il.i<!r----- ____A,D. 19 ft_, before me, Register for the
Probate of Wills and Granting Letters of Administration in and for the county of
Cumberland, in the Commonwealth of Pennsylvania, personally came 'l!0i,j} ,t 1,-(.'''*''-<'1
~. ?fr It .I
if ,"r-zc~f.~__ . __- who being duly
_~1L-__ according to law deposed and say that they are well acquainted with
the handwriting of -~-1.:....fft!Jzi:JL2}~jt'T--
whose name is attached as _____________________________.___ to an instrument of writing
purported to be _
_ the Last Will and Testament of
/f')JW 0/ C~i1~- ? h? O. ')) .
__, . ~-I~('r.....c-,,- . .cJ,.4--Jf~-/-k-Z
o~ '11/7. 1..1/
late of < _.R--;J,'H4:P!.~1" I".,;oty_
and that the said signature is true and genuine, and that the said
9fk. ~"/. . n
--1--.--------- IS ow deceased or absent
, deceased
J.~ iy I 'AO
'Ikui'l'(-<M.~_
. 1 I
~kl-:)-t-:.....------ and subscribed before me,
this __----l!:.. rf...______ ____ day of
I~/..-r" / ....'
____~r_t;.J1i-:.t.(L-- _..- A,D. 19..1'1
___91ftUj__f!LY:'(,~~- -
(/ ~ Register
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per _____
Deputy Register
51.1
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REV.ISOO EX + (9.011
BUREAU OF EXAMINATION
PENNSVLVANIA DEPARTMENl OF REVENUE
P.O. BOX B327
HARRISBURG, PA 17'05
INHERITANCE TAX RETURN
RESIDENT DECEDENT
11-.:3/J. 1.
1""'''0'' "" 1- n -jZ,.l-
DECEASED
Decodent's Neme (Last, First, and Middlalnitiall
"cKay liar;,: E.
Social Security Number
211 :';2 (;757
Date of Dea,h
Sept. 2, 1981
Decadent's Address
19Ei"Tilira street
Su-_erdu1e, Pa, 17093
CHECK
,. Dri~nal Retum EJ
2. Supplemental Relurn D
3. Remainder RelUrn 0
APPRO.
PRIATE
BLOCKS
4. Life Estata D 5. Federel Estate Tax D
Return Required.
6. Dacedent died testate r:-l 7. Decedent maintained a living D 8. Number of safe doposit n
(Attach copy of WillI ~ trust (Attach copy of trust) boxes inventoried LQJ
All correspondence and confidential tax information ,hould be directed to:
CDRRE.
SPDNDENT Name ha1ph 11. Sheetz Address
Telephone No.
132_2256 City
Recopltulltion
1. Real Estate (Schedule Al ( 11 0.00
2, Stocks and Bonds (Schedule BI I 21 0.00
3. Closely Held Stock/Partnenhip Interest (Schedulo C) ( 31 0.00
4. Mortgages and Notes (Schedule 01 ( 41 0.00
5. Cash & Miscellaneous Personal Property (Schedule EI ( 51 035 .44
RECAPIT. 6. Jointlv Owned Property (Schedule FI ( 61 7 ,253.27
ULATIDN 1. Transfen (Schedulo GI ( 71 00.00
B. Totel GrOll AlIetl Itotal lines 1.71
AND 9. Funeral Expenses Administrative Costs/Miscelleneous
Expenses (Schedulo HI ( 9) ~" 8GB .28
10. Debts/Mortgeges/Liens (Schedule II {to} 0.00
TAX 11. Total Deductioas ltotallines9 & 101
12. Net Value of Estate U1ne B minus line 111
CALCU. 13. Charitable Bequasts (Schedule J)
lATION 14. Net VelulSubjectto tax Cline 12 minus line 131
79B Velley Street
;:no10. 1'u. 1'1025
State
~
(B) '1,888.'71
Computetion of T,x
15. Amount of line 14 taxeble at 6% rate l15} 3, l,85. 3,9
lincludo values from Schedulo K}
16. Amount of liaa 14 taxable at 15% rato (161 335.04
(include values from Schodule KI
17. Principal tax due (add lBx Irom lina 15 plus tax from line 161
18. Total Prior pavman:.:
(0) AmOUOI Paid
(bl Plus Distounl
(eI Minuslntorest U81 none
19. Balance Dua Ulna 17 minus tin. lBI
Maka Check Pavabl.lo: Rogister of Wills, Agent
... PLEASE RECHECK MATH" .
3 8^6 "6
(111 . c .,;.,
{t21 4 ,020.43
(131 D.OO
(141 4,020.43
,,06- 221.12
x,15- 50.26
(171 271.38
(191
271.38
Undor penaltill 01 PoriuIV,1 dacla"lhlll hlv, exomined Ihis rrturn. including accompanying sth.dules and stllemonl., and 10 the bett of mv knowledge
end bellal,lt lslrol, correcl, and completo, Oocla"lioa of prtlpa..r other .h,n Ihe p.rsonel repr~"nt.tive iI blled on an infonnltioa of which p..plIOr his
:W~ '1<. JI};t ""tDv"- .i"'5 'i.i1'o "t., ~"...'r<"'le, fl.. 17'193 A_l-B2
stGNAT\I,''J:f:..FJ1 FPj R O~,LREPRJ:J&~~SI ADDRESS 4_~l~
~~ ~ r ',~t ,"'-He, :,it., :'mlL, ~". 17025 ~~
SIGNATURE Of I'REPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
IIEV.I~E)C+('.II'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIllENT DECEDENT
ESTATE OF
SCHEDULE "A:'
REAL ESTATE
FILE NUMBER
"Ur~' Elizubet:: "cKb.Y
IAlI property Jolntlv-ownld with Right of SurvivorshIp must b, dlsclotod on Schedull "F'"
ITEM VALUE AT DATE
NUMBER DESCRIPTION ASSESSED VALUE OF DEATH
1. l\;OKE
TOTAL (AI.o enter on line 1. Recapit!Jlltlonl S
(If more s~ce 'S nMdfld Ins.rt addition.' a;h..U of ..me tlr,)
IEY.I~fX+(9,'l)
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-ESTATE OF
SCHEDULE "C.l"
CLOSELY HELD CORPORATE STOCK
INFORMATION REPORT
~~ry Blizfibeth VcKfiY
FILE NUMBER
1. Name of Corporation
}j()l~"'~
State of Inc,
Address
Date of Inc.
Total # of Shareholders
2. Federal 1.0. Number
(As per Form 1120)
Business Reporting Year
to
3. Type of Business
Product
4.
Stock
Total Shares
Outstaoding
Par Value
Shares Owned
b Decedent
% of Total Ownad
b Decedent
Type
Common
Preferred
Provide all rights and restrictions pertaining to each class of stock,
5. Estimated Value of Estate
Type of Stock
# of Shares
Unit Value
Total
6. Was decedent employed by the Corporation?
o Ves 0 No
If yes, Position
Annual Salary $ Time devoted to business
7. Amount of company indebtedness to decedent at date of death: $
8. Was there life insura""e payable. upon the death of decedent. to the corporation?
DVes
DNo
If yes, Cash Surrender Value: $
Net Proceeds Payable: $
9. Did the decedent sell or transfer stock of this company within the last two years?
DVes
ONo
If yes:
# of Shares
Transferee or Purchaser
Amount
Dato
10. Did the corporation have an inttre5t in other corporation5 or partnef5hips?
o Ves
o No
If yes, report the necessary information on a Sepll'Bte sheet.
UY.15OtEX+('..I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "F"
JOINTLY OWNED PROPERTY
ESTATE OF
FI LE NUMBER
"ary Elizubeth l'cKuy
, (Thl.lChldul. mutt b. compl.ttd If th. der.tdgnt, It th. tlm. of hi, or h.r d..th, ownld .nv prop.rtv "' Joint t.nant with the right of ,urvlvor,hlp.)
Joint tenent(sl:
A.
NAME
Ruth ll. " yare
ADDRESS
602 vountuin St.,
Su~~erd~le, Pa. 17093
RELATIONSHIP TO DECEDENT
I:uughter
B.
C.
Jointly owned property:
ENTER
ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDEN~~ DOLLAR VALUE OF
NUMBER JOINTTENANT OF ASSET % INTERES DECEDENT'S INTEREST
1. A. CC1~ 5avin{;s Account No. /,.---- ~,
/' \
008.106896.2 /i,,~,.55 ) 100,t ~7 ,042.55
2. A. CeliE Checking .hCcount (
llo. 18.00363-2 421.!)"~ 50% 210.72
(~hiB account waB curric ;--....,. ~-_/
V. _
Peoples Bbnk of Enola)
TOTAL (Also enter on 11M 6. Rocapltulltionl S ",'-53.27
(If morl.-ce I, NIIdtd ,"'*" HdltloMt IIhMtI of ..m. .11"
IEV.1S10EX+ 19.11)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "G"
TRANSFERS
FILE NUMBER
"ury }llizubeth "eRny
1. Old decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was
to take effect in possession and enjoyment at or after death, or in which the decedent retained either:
YES NO
a. the possession or enjoyment of or the right to income from the property transterredl or.
x
b. the right to designate the persons who shall possess or enjay the property transferred or income; or
c. a reversionary interest?
x
X
-------------------- -- - ---- -------
2.' Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to,
or for the benefit or care of, decedent?
X
------------ ------------ ------ ---
3. Did decedent, at any time. transfer property, the beneficial 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 x
lawl
------------------- ----------
4. Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable .nd
adequate consideration I
x.
--------- -- ------- - ----- ----
DECEDENT'S DOLLAR VALUE
ITEM ASSESSEll TOTAL VALUE % OF DECEDENT'S
NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST
A. Real Estate:
1.
B. Personal Property:
1.
.
TOTAL (Also enter on line 7, Recapltulationl S
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW.
(If mere ~~ !t ~Mdtd 'n..... Moltl(ln..1 ~..,. of ..m. al,.l
'.
m.I'IUX+ ('''I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "J"
BENEFICIARIES
FILE NUMBER
"ary Elizllbeth "cKny
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT
A. Taxable Bequests:
1. huth lIelen ,,,yera, 002 ..owlt:iin ::it. Su~..el'd"le,
Pa. 17093
laughter 9/12 hesidue
2. El",er E. "cK&y. 225 North till 40th. Street,
Apt. ~, Harrisburg, P~. 1711
3. Willia.. A. "cklly, 2215 ~I. hugie, Phoenix,
Ariz. 85029
4. Edith K, "cKay , 2514 E. ''Dl,nCITO, Phoenix,
Ariz. 85016
Son 1/12 hesidue
Son 1/12 heBidue
luught 01'- in..
ww 1/12 hSBidue
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT
B. Charitable Bequests:
1.
1,Ol~E
TOTAL CHARITABLE BEQUESTS (Also enter on line 13. Recapitulation) $
Clt mDt'II splc." nNd~ InHrt IddltlonallhMfl 0' MrN .Ir.)
REV. 154BEX (10-82)
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P,O, BOX B327
HARRISBURG, PA 17105
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT DF TAX ON
~OINTLY HELO OR TRUST ASSETS
DATE
03-01-83
ESTATE OF MCKAY MARY E DATE OF DEATH 09-02-81 COUNT V CUMBERLAND
FILE NO, 071-6 I - ~,:,- S,S.lD,C, NO, 211-22-6757 ACN 301
MYERS RUTH H PLEASE RETURN THIS
198 3RD ST PORTION TO REGISTER OF
SUMMERDALE Ph 17093 WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
~:N~~;~~:t~u ~~~:~~~~f~~N;E~:N~:1 ~~P~~;s~~~~f ~~~~~~~~T~c:gI~~~~~:~;E - - - - - - - - - - - - - - . - - - .
P.O, BOX 8327 OF OEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17105 ~OINTLY HELD OR TRUST ASSETS DATE 3- ~3
ESTATE OF MCKAY
MARY
E DATE OF DEATH 09-02-81
COUNTY
CUMBERLAND
T AX RETURN WAS:
S,S.lD,C NO 211-22-6757
i: I ACCEPTED AS -FILED I CHANGED
~OINT OR TRUST ASSET INFORMATION
ACN
301
FILE NO,
FINANCIAL INSTITUTION, CCNB BANK NA
ACCOUNT NO,
TYPE OF ACCOUNT: (X I SAVINGS
DATE ESTABLISHED 04-01-80
) CHECKING
) TRUST ( ) TIME CERTIFICATE
Account Balance
Percent Taxable
Amount Subject to T.)(
Debls and Deducttons
Taxable Amount
'Tax Rate
T,x Due
less Tax Cred,'
Balance of T... Due
Interest
Total Due
7,525.78
i'- 100.000
1L?25.78
.00
7,525.78.
x_ .06
451.55
.OQ..
_.____.3~
____________.___E]'_~
_ _ _________ __ __ __5.18.84
(l1 6.a\anC"f Due 's les~, than $ 1 ,00 no p.;h'~E'n: 1$ I eQUlfcdl
NOTE: TO INSU~E PROPER CREOIT TD YOUR
ACCOUNT SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
OF THE ABOVE COUNTY. MAKE CHECK
OR MONEY OROER PAYABLE TO:
REGISTER OF WILLS, AGENT.
!NTEREST 15 CHARGED FRD~ 06-03-87 TO 03-lC,-83
AT THE RATES APPL1CABLE AS OUTL1NED ON THE
REVERSE SlDE OF TH1S FORM.-
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-7- ~r7d'.;'$~
'" l~ PAIS ArT~r. 'HI~ :;t.....a S~[ FtVE:;:.sr r,:-,;:;, C/,L::JI /."';~~:\ Cr 1.l,~~':~:t\'\I...:.. \\H~ES;
Rnr.IN THIS PORTIOI/ rOR YOUR RtCDRDS
K::C"
'R;
RESERVATION: In the event th.t any future interest in this estate is transferred in possession or enjoyment to
collateral (Class Bl heirs of the decedent after the expiration of any estate for life or for years, the
Commonwealth hereby expressly reSNves 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 172
P,S, section 2485-7091,
Objections: Any party in interest not satisfied with the appraisement. .:allowance or disallowance of
deductions, or assessment of tax (includmg discoun: or Interest) as shown on thiS Notice
must object within sixty (60) days of receipt of this Notice.
Objectiono may be made as follows:
- by written protest to the Department of Revenue, Board of Appeals
- by elecllng to have the matter determined at audit
- by appeal to the Orphans' Court
If any tax due is paid Within three (31 months after the decedent's death, i discount of
five percent 15%1 of the tax paid is allowed.
, the discount period is calcu:ated in calendar months. Example: dilte of death 1 -15-82,
discount period expires 4-15-82.
Discount:
Interest:
To R("ml\ f:'lIlt'1".".,.,!
Except for tlX on a future Intf!rest. inheritance tax becomes delinquent nine (9) months from
the date of death.
. Inheritance tax on i future Interest becomes delinquent at the expiration of three months
from:
- the date of electIon to prepay or
- the date of death. of the lite tenint or ..nnultant
Interest is calculated on a daily basIs from
- dehnquent date to date of payment on any t,x unpaid on delinquent date
- date of last delinquent payment to d,ate of payment on any unpllid balance.
Interest IS charged at the follOWing rales:
Delinquent Date
Annual Interest Rate
Q..a.ly Interest Factor
5/27/4310 .arod including 12/31/81
111/82 \0 and including, 12131182
111183 10 and Includ"'g 1 2/31/83
6%
20%
16%
,000 I 84
,000548
,000438
Estates thai become delinquent on Of before December 31, 1961 WIll mllntaln a
constant IMI~rest r,te The rate In effect when the tu: fltSl becomes delinquent Will remalM
const,nt until lhe delinQuent bal,ance 1$ pi1d 1M full.
Estates thai bf'come dellnqupnt on or ,afler JlInu.t~' 1, '982 Will CO~!ilM I ~'ari,able Inlet est
t,alte. TtIUS, ti);e~ thil remtitn OUISl,andlng from calendar ~'ear to Clltnd,r ytar w<ll
bE' subject to dlffere"t rlllet In efiecl on ~ach J.tlnuil\l 1,
INTEREST' BALANCE OF UNPAID TAX X NUMBER or DAYS X DAILY INTEREST FACTOR.
It , tl>: bllance rernaln~ outstanding tOt mOt(' tni:ln ont> C'l("naar
dt"lermlnJlll"l" must bf> mildt' fOI eactl \'f>." it th(l IlDPIlCJible rille
IS necessary It the est'~f> mJlnlr.lns thE> cor,SUlnl InlelPst ...alfl
Anv Notice Issued .after the ta): becolTlPs deHnaoJpnt woll (("flect '!'I lnlf'retit calcul'tlon to
hhee~ (, 5) dill'~ bevond 1M(> dllE' Of lhf' ,B!:~t":;~m('l~l Ii Olvmt.!'It IS m.Or> .aUf'lr thr
mler (>~t COn\Put,a.llon d.le shown ot"' 1h{' Notice ,IHJO,llona 1~1(.ll('St must De ClI'CUlll!Pd
\,(".a', II Seoplt .ate ,nlprest
(O"lr one c:alculllton
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COMMONWEALTH OF PENNSYLVANIA i.
COUNTY OF CUMBERLAND J
u:
I
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\'Ialluce 1i. "yero
being duly sworn _._,_ according to law, doposos a..d says that
_______________.__.________. 01 tho Estate 01 "ary
East Pennsboro Township
late 01 ...___,.. n..___ . - - . ..________, Cumberland County, Pa., deceased and that the
within is an inventory mado by _._hi:::JI~Jl"'c..~ Ji,~~.1:~__n ____ _____, tho said Executor
of the entiro ostate of said decedent, consisting of all the personal proporly and roal ostato, except real estate outside
the Commonwoalth of Ponnsylvania, and that the figures opposite oach itom of the Inventory represent it's fair vafue
as of tho dato of decedonl's death,
ho ao Executor
Elizaboth "cKay
Sworn
and subscribed before me,
VV cte~:Cut.~Mmt~Jt.~.
198.J.hird street
"ay ~7.1 19 82
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Su--erda1e, Pa. 17093
,4,ddr.u
Date of Death __--8ll.d.L
D.y
~t.
Month
1981
rUt
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representativo.
2. A supplement inventory must bo filed within thirty days of discovery of additional a"ets.
3. Additional sheets may be attached as to personalty or realty
4. See Articlo IV, Fiduciaries Act of 1949.
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J REV, 1547EX (I-B2)
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P,O, BOX B327
HARRISBURG, PA 17 I OS
ASSESSMENT
CONTROL NO,
IDl
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX
DATE
ESTATE OF MCKAY MARY E FILE NO, 21 81-0565
DATE OF DEATH 09-02-Bl COUNTY CUMBERLAND
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," IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE OECEOENT'S OATE OF DEATH, A DISCOUNT
OF 5% OF THE TAX PAID MAY BE DEDUCTED.
RALPH A SHEETZ
79B VALLEY ST
ENOLA PA 17025
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
~l,!'!.1'!9~~- '!.HJ~_L.!.N~_ -- - --- - -- - - -- -- - - -.. - - -.. - - - -- -- ---- - --- - -- - - - --- -- - ----,
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCKAY
MARY
E FILE ND,21 81-0565
ACN 101
DATE 06-15-82
I ACCEPTED AS FILED (X I CHANGED - MATH ERROR
TAX RETURN WAS:
APPRAISED VALUE OF ESTATE,
1, Real ESlale (Schedule Al
2, Stocks and Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4, Mortgages ,nd Notes (Schedule 0)
5, Cash & Miscellaneous Personal Property (Schedule El
6. JOintly Owned Property (Schedule Fl
7, Transfers (Schedule Gl
8, Total Gross Assets
APPROVED DEDUCTIONS AND EXEMPTIONS'
9. Funeral Expenses/AdmInistratIve COS\sJMlsCellaneous'
Expenses (Schedule HI
10, Debls/MorlgagesfL,ens (Schedule II
,1. Total Deductions
, 2, Net Value of Est.te
,3, Charitable Bequos's (Schedule JI
14, Net Value Subject to Tax
ASSESSMENT OF TAX:
, 5, Amount of line 14 tlxable .t 6,. fate
16. Amount of line 14 taxable 1\ 15% rite
, 7, Principal Tlx Due
TAX CREDITS:
PAYMENT
DATE
04-16-82
RECEIPT
.
DISCOUNT (+1
INTEREST I-l
r--' .00
010049
THIS ASSESSMENT IS BASEO ON ORIGINAL RETURN
NO INTEREST IS DUE IF PAID BY 06-D2-82
If PAID AFTER DATE INDICATED SEE REVERSE fOR INSTRUCTIONS.
( 'I
I 21
( 31
I 4)
IS)
I 61
I 71
.00
.00
.00
.00
636.44
7,253.27
.00
I BI
7,889.71
(9)
1101
3,868.28
.00
3,868.28
4,021.43
.00
4,021.43
1111
(121
(13)
(14)
1151
1'61
3,686.39 x,06=
335.04 X, '5=
(17)
221.18
50.26
271. 44
AMOUNT PAID
271. 38
TOTAL TAX CREDIT
BALANCE OF TAX DUE
271.38
.D6
(It B.lance Due 1$ leu than $',00 no payment 1$ reQUlrel::n
RETAIN THIS PORTION fOR YOUR RECORDS
REfiT"
fiF'" :'
'8".
f. ,/I:' i 7 PI I '
IC'
(I'
"
;' ",
INFORMATION
This document is the Notice required to be given under Section 709 of the Inhentance and Estate Tax Act
of 1961 172 P,S. section 2485),
If the tax is paid within three (3) months aher the decedent's death, a discount of 5% of the tax paid is allowed.
Inheritance Tax becomes dehMuent nine (9) montns alter the decedent's death. Interest IS charged at the
rate of six (6) percent per annum on the amount of unpaid lax, (SEE EXAMPLE BELOW)
EXAMPLE: If a balance of tax due of $2,000,00 IS In II delinquent status from 3-3-80, and payment is made
on 5-23-80. the interest is calculated as Indicated below:
STEP 1
Determine the rate of
Interest from the table below.
STEP 2
MultIply the balance of
tax due by the rate of
Interest.
STEP 3
,A,dd the interest
to the balance of
tax due.
Interest from 3-03-80 to 5-2.3-80
Results in:
2 Months = ,010
20 OIVS = .:t....-QJUTh
Rite of Interest = .0'335
Balance of tn: due
Rate of mterest
INTi:,REST
$2,000,00
x 01335
$ 26.70
BIlance of tlX due
Plus tnterest to
. Dlte ot Plvment (+1
TOTAL IIx Ind
Interest to Date
of Plyment
$2,000,00
$ 26.70
$2.026.70
----------------------------------------------------------------------
, month ,005 4 months ,020 7 months .035 , 0 months ,050
2 months .010 5 monthS ,025 8 months ,040 11 months .055
3 months ,015 6 months .030 9 months .OA5 12 months .060
I d,v ,00017 " dlVs ,00186 21 dlvs ,00352
2 dlV' .00034 12 dlVs .00203 22 dlvs .00369
3 dlV' .00051 13 dlVs .00220 23 dlVs ,00386
4 dlV' ,00068 14 d.vs .00237 24 dlV' ,00403
5 dlVs ,00085 15 d,vs ,00250 25 dlVs ,00420
6 dlV' .00101 16 dlvs ,00267 26 dlvs ,00437
7 dlVs ,00 118 " dlvs ,00284 27 d,vs .00454
8 dlV' .00135 18 dl" .00301 28 d,vs .00471
9 d.Vs ,00152 19 dlvs ,00318 29 dlVs ,0048B
10 dlVs .00169 20 dlv' ,00335 30 dlvs .00500
---------------------------------------------------------------------
Any p.rtv In Interest. IncludIng the Commonwe.lth Ind the person.l representltl~Ifl', not satIsfied With the
apprlisement Ind usessment nuy ct)Ject Wl\t'un li-IXtV (60) dlvs ,Her I"flCtl<lpt of thiS NotlCfl 1$ provided bv
S'CI,on 1001 of It>. Inh."unc. Ino E...,. TIX ACI of 1961 \72 P.S. sec, 2485 - 10011,
MAKE CHECK DR MONEY ORDER PAYABLE TO: 'REGISTER OF WILLS, AGENT'
DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAVMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADORESS,