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COMMONWEALTH OF PEI";>;SYl.\'A;>;IA
COUNTY OF CUMBERLAND
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.................."""..................,.1. named
...........................""...........,.......... ......""...............,,,..
in the ubovc npplicaticHI being duly ...."'".:...~'.~"~:.r,l".."""....,,,,...., " :1<.'cOI'ditlg' to law, ~IlY thai thf' (arts set
forth in the above application are true to th(~ hjl~t of "....h.f.~.r..., kllowled!(c llud hl1lief.
b...e..f.o..r..e...:sm..~e~..'?r..ll.......... ..,....."... "".",,, llnu suhscl'ibed ],()';' .....' ~ '... ~'~~.;"'" ..: ...;. ... .:... .....~...".........
.....flh:'.,.,...:::;,......Z!.?a;,{(!.,(..~.p..,..........
..............!?~.P.:\:&~.l)?~.r... .i?4.t... "... "" A. I),. ) !)",m.. ".j....,..."......,......... ..,'......... ...... ......... .............. ..'............
./lJldd.c.j"..r!.,.... ~~C(1.f.!!.........:.........,
rf Vj~1 RegIster
Filed: . ....$.~.p.y.~m)?!!.L.?4.,..,.+.9,~.+.",..."....""....
..............",......<...............",....,,,,......................................
A Horney: .J-.t., .F.o.'~..:~r... t", ~.1:: .'~ 1~.r fn.r...,."". ....."...
OATH OF PERSONAL REPRESENT A TIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} ss:
,l"::.n.n :-.:. F~sni,nf::,er
...... ................................................. ........ ,..,................,....,.........................,.................................. ........., peti tioner (s)
being duly ................::.~~.0.r..lJ............................. according to law do 0.~....".. depose and say that as the
administrat.r..i.To....... of the estate of ...E:1..Q.r:!~r!.r,!:...;;.A.,.[:.\1i).W.,\;U.';\r!.r.~......................................................
..............................................................................,..............................................................................,..........................
deceased ..........?,D.!l....... will well and truly administer the goods and chattels, rights and credits of aaid
deceased, according to law. Anu also will diligenU)' comply with the provisions of the law relating
to Transfer Inheritances.
.......,Sl.w.rn..................................,.. and subscribed
before me.
............$.~.P.~~.~.l?~.r...,?~"........... A. D., 19..f.,l...
/l!/:tr.....a......;y~.~..r.~/..................
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.~lfr.hJ;.....~......:../l..7A4:4l;.~!~J................
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...,........................................................................................
DECREE
Be it rememhered that on the ......,,?~J.\1.......,...... day of .........~~.p.t!:m!;>.e.r................ A. D., 19.0.1....
I t fAd"t t' . th t t f F1c:~'c'rwl" I~ (~."hJ.\'lpd(t.,.
..et ers 0 mmls ra Ion m e es II e 0 ,....,...............;......,.....,..,.........1.....'.....................................................
late of .......... ,:.'.:.'.'. .t.".!. )...,.... '. J. /~~.;...,.\1. ~.l.!: cr.......... ........ ....... ....... ..........
.................................................................................. ..
Cumbfrhind County, Penn~)'I\'IUlia, deceajol,edt were srrnnted to .....:.~.!:.t1J.1..I;.,...:~~!~..:l.~i..i.:.;~.~~:.r..,_..................
........................................................................................................................................................................................
Wilness my hand anu offirial seal the d'IY and year aforeSllid.,.' /
.J' /. yo'" I
........... ........'.~?'/l,:t.f,j....r.:.~......../;..ca.:.:~~...
'// " Regtster
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~ll. 21.81
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PETITION FOR LETTERS OF ADMINISTRATION
IN TilE ES1'ATI~ OF ...;:'.J.,Q.::.','.r:!,(:,1,~. .'";,A,..:'.:,!.L.i,h':.'..lJ.,\i,rJ,,,;;;,..,,,,. nECg,\~;,n.:n.
To ......J~.~U::t'... !!..~... r,.~:.~.i-.~.."......"...",.....".
Register of \\'ills 1'111' the ClIlIlIt)' of ('lIll1hel'iand, in 111<' ('lIll1ll1l1l1weallh "I' Pennsyll'ania,
The Petition of ."...:~~~.~\ n.. ,~.~.. ,)':l ~,~.~ .~{, :.nt....~; .~:,.....".. ....,.... """" ."..... ,,,.. ....... ...."., .."... ...." ..,,,,,,,....,,. ...........
,.....",..".,..,..,.....,... ..,. ".",........,., ...".. respect filii" sho\\'l'l h 1 ha t ,1'.'.1.~\. 1::,',;,1. ~::;. ,..r;. ~ ",.C,!!.~I~!~,U,~,~~:.r.... ............
'd t f ~.~0chHn~ c~l~'n.r~ Township ,('Ulllhcl'land Count.I'. State of PennRvla
was a resl en 0 ,...."..................."".......,....................Hol'ollgh . "
vania, and a Citizen of United States, and departed lhi" life illtes!ate in the County of ......9,!.'m.'.~!!.!:Jn.Dd
............................. ....... .,,, and Stat.e of ... J:,~Xlr).~2~ J. .Y.I~.~1:~,~t...............,. ..,.... ..............................................................
on }::r.,!;.',l.f!.Y....",........,....", the ..,"",....},~,t,r:,."......"". dal' of ...~!,(,:.i:t,,~1::!~?:.:!.:....................... A. D., l!l..~~....,
at the age of ......7.7...... years.
That the said .."n,o.,~::.r:.?,::...~..~..,(;,~,(:::",~,1,!,~.d.~1,r. ........"" deceased, left surviving" the following
named widow or husband, heirs and next to kin. 10 \\'il :
Name
Helatiollship
Residence
lc~O'7 f-ficl11nnd Park Ave.
Eo.nahan, South Carol lna
'(; 2'[3"'!j'0 ,'r f. fi'" I?'Hi" 'i:l't .;................
,.C.!)J,l,\W.l.1.\.u.,....!:I:'.lJ.l1l],......................
1'\~.r..t.!!-.n...g.~....k~.~.:..l1...,. ....,..", ,.' ,. ,...,..
T,:U.9. Y.\1...I\.'....~ .F!, ~J.\~ "",11. 0.~.r.......,....,.
Francis 1,. Cadw,,}lAilp.r
I? ~ ,l,:g.~~.~~. ~.~.r.........................
$.9..D.........,,,..........................
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Main St]'eet Mil1e~sto~n Pat
.j~o'x."j"7mr.::..'R.r;.\it.;;...2.............,., ·
,),111.:d.\,\l:::/:.....)?,<:nn.:I......195?.6........
t~~.~.Q. ..~ .~... ~ ~.~ .~. j.D e.:: .~:.....................
Da',,,.h t<H'
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..............l!;,.............................................. .............................,.....,........ .........................................................-......
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88 That'tho"~,:~lOve named include all of the nexl of kin, so far as known.
We:.:: _ ,-._1
cr: Th.Nllid ~'Cdentwas possessed of personal prop"I"t)' to the estimated I'lllue of $3).1.,.9.99..,99...........
and of Real Estah.'. h'~S illcumhrancp. to th(~ l':.;timnt(ld \'ahltl of $.....~{Q.n0.................... as m~ar aH can be
ascertained.
That the said He,ll Estate in so far as is kno\\'lI is loca!('ll in ..,..)!.r.~r.!,L........,.......,...........................
Therefore. ~'ollr petitioner(H) reslwt'tfull)' ",,"I)' (i('s) foJ' L"t1,.,.s of Administration in the above
named estak
Dated .......,..;;;.~ptE,'ml:lE,'r.:2}t.
A. Il., 1:1../'.1.
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Signature ant! Addl'"ss
of P(.(itilllll'r~...,~
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No...2.1.~81.......~~.8(~
Renunciation and Request
-----
In the Matter of the Est.te of .......P..1.r.u'.0.nc.G,...G,.,...r;.ll.d.w.al11!.p.fl.r:,....................................,.........,.......,.............
To .........~.g.r..;l....9..'....);..~,wJ.?................................................,.....,............,...,..........." Esq., Register for the Probate of
Wills and granting utters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania.
.1<iIL..., the undersigned, being the .p.b.J..ld:r..'ilX1..,!).n9...,$..9.1~....\).~.t:r..$..::g..t.:':'.1.~:t!....Q.f...y\..9.r.~.l.~,"'.~...Q.!...
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..y.g!?1'!.f!.11.g.\t~r..,...J.f!..t.~....9.r..,..!~,~,,,.\f.!1.D.\."'.~,\).y.r.("I,..,9.).Jrr.!\).':.r.J.~I.n..<?...9.9.~.Il'!.~.Y..1.....~ ::D,!:.~}.1..v..l!:!.!?.!l '
..................-..........................................................................................-.....................................................................................
...... ..........................................................................................................................................................................................
..................................................................................................................................................................................................
do hereby renounce ,......9.:.\:................................................ right to have utters ..~.r....,~,<l..\fIJ.n..L~..t.!.'.a..~,i.g!L.........
...."...,....,........,....,....,.........,...,...".....,............... on said Estate issued to ,....11.5..,.........................................................,....
...................,......................,.........,....,...".....,..........................'. .......,......,....,.........,..." and do hereby request you to grant
the same to .,..J"g.!\!.1...)i;."...!1.f:,~,;1JDf.~,r........................ ....,.. ,............ ...... .....................' ............. ................................"..
Wilness,.... ,(),l'!.. ,.h.nd:;.., ,..', .,' ..,.nd sea!..!'",......, ,.this.",...." ,..,..." ,.......,....'.' ....l,,3..Lcl,..............,.... ...........
day of ..........Se,pt,emb.er.,.. ....,..".............11. D. 19..81.
Sealed and deli\'ered in presence of j
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,. .....,......." ,..........,..........,.......................(L. 8.)
................................................................................
.', ,.....' ,.....,....', ..., ,. ..,... ..........., ................. (L. s.)
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INFORM A TION
This document is the Notice required to be given under Section 709 of the Inheriunce and Estate Tlx Act
of 196 I 172 P.S. section 2485).
If the tax is paid within three (3) months liter the decedent's death, I discount of 5% of the tlX p.id is 11Iowed.
Inheritlnce Tax becomes delinquent nine (9) months after ttie decedent's de.th. Interest is chlrged .t the
rate of six (6) percent per .nnum on the .mount of unpaid tax. (SEE EXAMPLE BEL OWl
EXAMPLE: If a balance of tlX due of $2,000.00 is in I delinquent status from 3-3-80. and p.yment is made
on ~80, the interest is calculated as indicated below:
STEP 1
Determine the ratf! of
interest from the tlble below.
STEP 2
Multiply the balance of
tax due bV the rate of
interest.
STEP 3
Add the irlterest
to the balance of
tlX due.
Inte'est !,om 3-03-80 to 5-23-80
Results in:
2 Months ::
20 Oov' .
Rite of interest II
.010
+ .00335
,01335
Balance of tlX due
Rate of interest
INTEREST
$2.000.00
x ,01335
$ 26,70
B.lance of tax due
PTUi'"1'nterest to
D.te of Plymerlt 1+)
TOTAL lOx ond
Interest to O.te
of Payment
$2.000.00
$ 26.70
$2,026.70
---------------------------------------------------------------------
, month .005 4 months .020 7 months .035 10 mOrlths .050
2 months .010 5 mO!'1ths .025 8 months .040 , 1 months .055
3 months .015 6 months .030 9 months .045 I 2 months ,060
1 doV .00017 1 I dlVs ,OOt86 21 dlV' .00352
2 dovs .00034 t2 dovs .00203 22 dlv, .00369
3 dov. .00051 13 dlVs .00220 23 dovs .00386
4 dov' .00068 14 dlVs .00237 24 dlv, .00403
6 dov' .00085 15 dov. .00250 25 dlVs .00420
6 dlv, ,00101 16 dlVs ,00267 26 dlv' .00437
7 COV' .00118 1 7 dovs .00284 27 dlv, .00454
8 dov' .00135 I 6 dov' .00301 28 dlVs .00471
9 dlvs ,00152 '9 dovs .00318 29 dlv, .00488
10 dov. .00169 20 dlVs .00335 '30 dol" .00500
----------------------------------------------.-----------------------
Anv party In interesl. Including the Commonwellth and the perltona1 represenlJtlve. not satisfied With the
apprllsement and ISI.ssment m.v object WithIn SIXtv (60) diY' Ifter receipt 01 thIS Notlcr IS prOVided by
Section 1001 01 the Inh.nlOnc. ond E.ltIe Tlx Act of 1961 t72 P.S. sec. 2485 - 10011.
MAKE CHECK DR MONEY ORDER PAYABLE TO: 'REOISTER OF WILLS. AGENT'
DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSe. SEe THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS
REV.1500 ,EX + (9.S.1)
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 8327
HARRISBURG. PA 17'05
=
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I -3/
File Number J...I.=-a.l.:1l.5 'if ~
D~lldent's Neme I Loll, First, end Middlo Initiell
DECEASED e r \ 0 r{,
Sociel Sueurity Numbor Dote 01 Dooth
.LCl..o-gS' o~n Oq-II.:-~I
1. Original Return rn 2. Supplomental Return 0
Oncedont's Address
4d.CI uj, l<'dltr .s.~.
lY\tc..'na.nt'c.S \?1l~1 PA
110!5!)"
CHECK
3. Romaindor Roturn 0
APPRO.
PRIATE
BLOCKS
4. lile Este" 0 5. Fedora' Est"e Ta, 0
Return Required.
6. Decedent died testete 0 7. Decedent meinteined a living 0 B. Numbor olsele depo.it 0
IAllOCh copy of Willi trust (Attach copy 01 trust) boxes inventoried
All correspondence end canlidentiell.. infarmetion .hauld be directed to:
CORRE.
SPDNOENT Nom
Zi
Recapitulation
1. Real Estate (Schedule AI ( 11
2. Stack. and Band. (Schedule B) ( 21
3. Closely Held StacklPartn",hip Interest (Schedule CI (3)_
4. Mortgages and Notes (Schedule 01 ( 4)
5. Cash & Miscellaneous Persan,l Property (Schedule E) ( 5) 1'1.101.1.01
RECAPIT. 6. Jointly Owned Property (Schedule F) ( 6IJ~tqD6,1~
UlATION 7. TranslOll (Schedule GI ( 71
B. Total Grass Assets ftatal lines 1-71
AND 9. Funeral Expen.e. Admioistrative Casts/Miscellaneau.
Expense. (Schedule HI ( 9)_
TAX 10. Debts/Mortgagesllien. (Schedulen (101
11. Total Deduction. ltatallines 9 & lD)
12. Net Value 01 Estatelline B minus line 111
CAlCU. 13. Charitable Bequests (Schedule JI
lATION 14. Net Valuosubieet to tax lline 12 minus line 13)
(B) 3~I/gCID.1q
(111 S,Cl.It.!5lt
(121 83, '5 ~:}. ~!l
(131
(141 33, !54~.0l.:l
Campulltlan of fIX
15. Amount of line 14 taxable at 6% rate
(include values from Schedule K)
16. Amount of line 14 taxabla at 15% rate
IInclude valua. from Schedule K)
Princip.1 tex due (add t.x from line 15 plustex from line 161
falll Prior p.yments:
(.1 Amount Paid
(b) Plu. Discount
(eI Minu. Interest _
19. Bal.oco Dua Wn. 17 minus line 1 BI
Make Cheek Pay.bl. to: Register 01 Wills, Agent
... PLEASE RECHECK MATH' . .
(15) 3;. 51.t~.~5
.
x.06' a, 0 \ ~. 5&\
(16)
x.15-
17.
18.
(17) 6lIDI~.5~
(181
(19)
---...-- --.-.-
UndO! pen,lties uf perjury. I deel... th.t I have examined thi"etu,n, including accamp.nying scheduleslnd SIItements, and to the best of my knowledge
Ind beli.f. it" true, carrecl. .nd camtll"'. Declaration 01 preperer ather than the p",onal repre"nt.tive i. bued an all Information of which preparer has
Iny knowledge,
ATIVEISI
ADDRESS
~/11/~~
DATE
---..-....-. ~_._...._--.-_.,...._._--_._-"--_..__.---
..--....-...---...---------
SIGN~TURE or PRHAItER OTHtA TI~AN REPItESENTAT,VE
AOORESS
D~TE
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of hiS estate without receiving
valuable wd adequate consideration? (Answer "Yes" or "No".)
2. Did decedent, wilhin two years of death, transfer property from himself! herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -
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 nontaxability 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".)
a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".)
b. What was the transferee's age at time of decedent' ~ death?
5. Did decedent in his/her lifetime make any transfer without receivll1g a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact 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 tlle properly transferred or income therefrom?
(Answer "Yes" or "No".)
6. If the answer to five 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".) -
8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of
a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "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 decedent and others ( ).
HEV-45J l,;Xi (lo.eOI
COMMONWEALTH OF I'ENNSVLVANIA
O.EPARTMENT OF REVENUE
TRANSFER INHERITANC~ TAX
RESIOENT OECmENT
SCHEDULE "0"
BENEFICIARIES
~
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"....I\,...":.J(,'" "
(Ins:wr:ticJfls on Revl-'rs,? Sir/oj
Estate of "'1 Ol'~nCA r. , Cnrlwllllurler
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DA TE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
.
Marian C. Lewis Duuehter _ Yes ,-. One-fourth of
1207 Highland Park Ave. Estate
Hanahan, 3. C.
Llo'Vd J. Cadwallader Son Yes One-fourth of
628 S. 12th St. Eo~a~A
Columbia. Penna. ,
Francis R. Cadwallader Sone Yes One-fourth of .'
-'
Main Street ;"O~O~A
..lW. . P- ~~ ~
Jean E. Messinger DauJl:h tel' Yes One-fourth of
Box 178N - Route 2 "'n~ ~~A
Hamburg, Penna. 19526 -.---,-
-.-. --~-~._--~- ., ._----,.._,- ---- _..~
-
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The above beneficiariM were living at the time of the decedent's death except for the following:
NAME
DATE OF DEATH
lIeddilionolsp_ i1 neces.ary, u..8W' K 11" .hoen,
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 tangible 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 "B." Include the name, address and relationship to the
decedent of the co-owncdsl 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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GENERAL INHERITANCE TAX INFORMATION
Unsatislied 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 estnte, other items nre claimable including the cost 01
administration, attorney lees, fiduciary lees, luneral and burial expenses including the cost 01 0 burial lot, tombstone
or grove.marker and other related buria.1 expenses,
All debts being claimed against an estate ore subject to the approval of the Register 01 Wills with whom the
Inheritance Tax Return is Iiled. Evidence to support the decedent's or the estate's liability lor the debts being
claimed should be attached to this schedule.
A family exemption may be claimed by a spouse 01 a decedent who died domiciled in Pennsylvania. If there is
no spouse, or if the spouse has lorfeited his/her rights, then any child 01 the decedent who is a member 01 the some
household con claim the exemption. In the event there is no such spouse!lr child, the exemption can be claimed by
Il porent or parents who are members' 01 the same household as the decedent. The lomily exemption is allowable only
against assets which pass by a will or by the Pennsylvania Intestate Laws.
. .
NOTE: Compensation paid to an estate representntive; namely, an executor or administrator, for services
perlormed in administering an estate is reportable lor Pennsylvania Income Tax purposes. This taxable income
item should be reported on lorm P A.40.lndi vidual Income Tax Return..
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the lamily exemption is being claimed, indicate the claimant's nome, address and his/her relationship to
the decedent. Enter "Iamily exemption" in the remarks column and the amount claimed in !he amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the dote on which each debt was incurred and/or paid.
4. Enler the names of each payee.
S. Provide a brief explanation in the remarks column lor eacl, debt claimed.
6, Enter the amount 01 each debt being claimed.
7. The lann must be signed by the person who has assumed the responsibility lor paying the debts.
IF ADDITIONAL SPACE is NECESSARY USE 8'2' x II" SHEETS,
J REVr. 1
,AS)
,IONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~EAU OF ACCOUNTS SETTLEMENT
P.O. BOX 2055
INHERITANCE TAX
RECORD AD~USTMENT
~OINTLY HELO OR TRUST ASSETS
10-28-83
DATE
COUNTY CUMBERLAND
=,
EST ATE OF CADWALLADER
FLORENCEJo G DATE OF DEATH 09-11-81
FILE NO,
21 81-0586
S.S.lO.C. NO.
170-38-0388
ACN
30129225
MESSINGER JEAN
429 W KE1.LER ST
MECHANICSBURG PA 17055
PLEASE RETURN THIS
PORT ION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
- -::E1~~~~~I~~i~:~~~~{::~ - T -.. - - -.. - :~~~~;i:i~~ii - -.. - - - - ~I-- - -- - - - - -.. - .. - - ---
P.O, BOX 2055 I ~OINTLY HELO OR TRUST ASSETS DATE 10-28-83
HARRISBURG. PA 17105 I I
ESTATE OF CADWALLADER FLORENCE G DATE OF DEATH 09-11-81 COUNTY CUMBERLAND
FILE NO. 21 81-0586
ADJUSTMENT BASED ON:
S.S.lD.C. NO, 170-38-0388
ADMINISTRATIVE CORRECTION
~OINT DR TRUST ASSET INFORMATION
ACN
30129225
fiNANCIAL INSTITUTION: STA'XE CAPITAL SAVINGS ASSOC
ACCOUNT NO.
002"15-00966
TYPE OF ACCOUNT: ( ) SAVINGS
DATE ESTABLISHED 05-25-82
l CHECKING
l TRUST ( 1I TIME CERTIFICATE
Account S.lanee
Percent TI~.ble
Amo""t Sub jeet to T eo:
Debts and Oeductions
T .uble Amount
T ek Rate
Tu: Due
less Tn Credtt
Blilance of T.x Du.
Interest
Total Due
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT SUBMIT THE UPPER PORTION
.00
x 100.000
.00
.00
.00
x .06
.00
.00
.00
.00
.00
(If B.lance Due IS less thin S 1.00 no p,yment IS required)
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
OF THE ABOVE COUNTY. MAKE OlECK
OR MONEY ORDER PAYABLE TO:
REGISTER OF WILLS. AGENT.
· If PAlO AFTER THIS DATE. SEE REVERSE fOR CAlCULATION OF ADDITIONAl INTEREST
RETAIN THIS PORTION FOR YOUR RECORDS
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Discount:
Interest:
II .ny tax due 15 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- 1 5-82.
Except tor'tax on a future Interest, inheritance tax becomes delinquent at the expiration of
"Ine (9) months from the date of death.
. Inhentance tax on II future inlerest becomes delinquent at thl! expiration of three months
from:
_ the date of election to prepay or
_ the date of death of the life ten.nt or annuitant
Interest IS calculated on I daily blSis from
_ dellnCluent date to date of payment on any 'tax unpaid on dehnCluent date
_ date of last deltnCluent payment to date of payment on any unpaid ba'ance.
Interest is charged at the following rater;:
DehnQuant Date
Annual Interest Rate
Dally Interest Factor
5/27/43 to and .ncluding 12131181
1/1182 to and .nclud.ng. 12/31182
1/1/83 to and including 12/31/83
6%
20%
16%
,000' 64
.000548
.000438
. Those estates that become delinQuent on or before December 3 t, , 981 will !'T\IlnUlln
a consuMt mterest flte. The rate In effect when the tax first beComes dehnCluent wlll
remlln constant until tr.e dehnCluent ta)( ba'ance IS plid In full.
. Those estates that become dellnCluent on or after January ,. 1982 will contain a 'w'lriable
intefest rate. ThuS. uxes thal rerMln outstand,n; from calend.r year to calendar year will
be subject to the different rates In effect on each January 1.
, Interest is calcul.ted as follows:
INTEREST . BALANCE OF UNPAID TAX X
NJMBER OF DAYS X
DAILY INTEREST FACTOR.
, It I tax bal.nce remains outstanding for rnorll than one calendar vear, I separatt interest
determlNtion must be madl! for each yelr .t the apphclbie' rale. (Onlv one c,'culallon
IS neceSSlry if the estlte mllntllnf, 'tle constant lOterest fate.)
Any Nottce Issued .fter the talX becomes dellnCluent will reflect In Intetest c..lcullllon to
fifteen (15~ days bevond the dale of the noltce. If payment 1$ maDe ,Her the
,"leresl compul.tlon dale shown on the Notice, acoltlonal tnleresl must be calculaled.
To Remit Payment: Delich lhe toP portion of tnis Notice and submit WIth vour plvment to the Register of WIlls
of the countv shown on the NOIIC'.
Addr.ss ,"torrmtion IS listed on pago 13 of lhe bookl.t. "lnstruct'ons for Inheritance T,.
Return for I ResIdent O,c.,denl"
. MItl,e ch.ck or monev order paylb1, to: Register 0' Will', Agent
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