HomeMy WebLinkAbout81-00588
z
~
~
tIl,
~
Po
Po .
H ')<
:xl ~
Ul
u, i
0
E-t ~
fa fIl
III
..:l ~ Ul
H
Z ~
H P:
:; ~ o-l
fIl
~ 3 0
I'J
'"
rJ)
II')
-i.
-
o
"
l
I
NO,
PETITION FOR LETTERS OF ADMINISTRATION
IN TIlE ESTATE 01' "!:l~,~y'~,~".~:.."~~,~,1,~..",,,,,,,,,,,,,,,,,,,,,... IlECEAS.:U,
1'0 Mary C, Lewis
.......,........".............",......................".,.....,",...................,.",."'..".,.""",......,.,,,...,
Regi~ter of Wills fOl' the Couut\. of CUll1hel'iand, ill the COl1ll1lollwealth of I'elllls,vl\'llllia,
'I'he Petitioll of "'~~!~.e.,"~,:,,"~,e.~,~.s,"" ,,'" ",... """""""" .""""""""""""", """,.", ""'" """""''''''''''''''''''''
..1 ...."""",..."""""""",,,,,,,,....,,,,,..,,,,,,, I'espeetfllll~' ~ho\\'elh that I:1~~,y.,i,Il",~,~''''~,~!:l:~,~'''',.."''''''''''''''".,,.,,''''''
'1 t f Lower Allen TowlIship (' I 'I i Ct. Ht.t. f P' 'I
WI1S U re:-uc en 0 ....."..."".".."......"".........""'.....'''..,,~.~ ' 11m )('1 1I11((HII1 -'., II~, 0 t.!nI1H)"
vania, and II Citizen of United Sllltes, Illld ,leJ""'ted this Iif.. illteslllte ill the ('ounty of "~,1,~,~~.~,~~y.,,
.. Pennsylvania
.,........,....................,......,. llnd Sf.lit of ,.......,."",.,..........."""....""".."""",....,..,.",...,.,.,.,...,.."....."..."."",...",,,........,
on ..~~.~~~,~~~y.",...."." the ."..},~~.""",,....,,"""" flll,I' of "",J.\J,~y""""".."."'""..,,..,,''''' A, /)" 19.~,L"
at the age of .."..?~..,," year's,
, Melvin L. Meals
That the saId '"..""..,,,,,,,..,,,,,,,,,,..,,,,,,..,,..,,.....,,.,,,,,,,,,..,,..,..,,,,,, deceased, left surviving the following
named widow or hushand, heirs alld next to kill, to wit:
Name
Robert Meals
Relatiollship
Residence
Son
B,~,~,~...?!.,~~,~,~"'~~:.........,",..,,,....,..
Carlisle, PA
..'..,...............,.,..............."...",......"........,
..............,.....,....,..........,......,
Bernard S, Meals
Son
..............,........,..........,."".....".................
....."'..............",.",...",,.,......
..............................".......................,......"
,..~~~Et.~;r.,..~.:,..g,~~,'?~,~,~~....,"""
Patricia L. Hosler
P,~~~~~,~E """",....""",..
,~.~~!1i~,~,~,7.,""',.."..".,",..
Son
Shiremanstown PA
.."""..",..".."..",."....1...............,,,....,,..,...
~~~,~,~~~,~~.~~~,~,~....~~...."',..,""',,...
C,~~p.,"~~,~,~,!....~,~............"....."..,,"",..
C,~:7.~,~~,~,E.:,~"'~~".."",.....,""..,, ,,,,,,,,...
......................................,...,.....,....,.........,
Gerald E, Meals
................................,........,..,.......,.......,,,.
..~~.}:~~..,~:",.!:;~,~.~,~..,..,",..,',..,"''''''
Son
........,.............,.,.."..........,..,.
............,...............,.......,.........,......,.,........
..........."...............,............................,......
.........................,..,.,.......,.....",......,..........
....,.".....".......,.......,....,.......,....,..,...,.........
...........................,..,................,..............,.
..........,.,'....................".,.....,
.....,,,........,,.,...,........,.............,.................
That those above nllmed include all of the next of kin, so far as known.
The said decedent was possessed of pel'sOlUlI propel't~' to the estimated value of $,,!:I:n,~!1,!;,:"m~,t;;~,g,..
and of Real Estate, less incumbr'lI1ee, to the e.timated value of $"""~!?,~,~..""""',,..., ns near as elln he
ascertained,
That the sllid Real Estate in so far as is known is located in ."I}{t;.:"."..""."".",...."""...",,,.,,,,,.....,,,,
.................,............,...............,..........."...........,......."..............,......,..,.........,...,..".....",..,...",..,..,.....,..,..............'....'........
Therefore, your petitioner(s) respectfully appl~'(ies) for Letters of Administmtion in the above
named estate,
October 5. 81
Dated ""'"'''''''''''''''''''''''''''''' """"",," A, lJ" 1~1"""",
Signature alld Addre"
of PetitiolH..'r(:.;)
.~/~J'~~:~J.~'"'"..,....,'''''''''''
.... VlllX~~,.. !:;,~". t:I~.li,1.~""""..".""", "..." ........ ", "'"''''
2139 Circle Drive
....,....,',.,...,...............,..,......,..",...,.....".".......,.................
Carlisle, PA 17013
...,......,...,..,..,..,....".......,.."..,....,.....",""....,...',...,............
COMMONWEAI,TH OF PEN:\SYl,VAl\IA
I
I ss:
COUNTY OF CUMBERLAND
....""..""..."'~I~X,ll~..~,~",I:1l!,li,1.~"".,, '...",.."..""",,, .,............ ...." """..."..".."....,., .. ..".., named
in the above application beilll'l' dul~' ""~,\o1,O'l:',Il,,""'"'''''''''''''' ''',,' '(('cOI'dilll'l' to law, say that th., fact. set
forth in thp. alm\'(1 applicHHnn Are true to the hl'Kt of ...~.~.~..... knowlf'd){t. Mill l",:'lil~r,
/, ! \ \ .
..........."..."..........!',~9.r.!:!...,""'''''''''' and suhscrih.'<I 1 "~l.L,:.)~....<...),f'--I"~""",,""""""',,..,
r ..'....'.........,..""....'.'.".'.......'.'..,.......""..:
before me.
""..""""."...9.9.~,!?,~~,r...5L".."",,,. A, Il" \9~.1.",
..qqa,~,t!.!.:, 4~~~::......"....""
'.f "It Hegish'r
Filed: 9c;~.()~~r"9....+.9$+,,....,....,
Allonh'): Da 1eF... Shughart, Jr. .,E~q.
c':t I -8"1 - ~"8 E
torerl
OATH OF PERSONAL REPRESENT A TlVE
COUNTY OF CUMBl~RLAND
Wayne 11, Meals
IS"
COMMONWEALTH OF PI~NNSYLVANIA
"....', ........,,,,.... ,..,.,..,,,,,,,,,....,"'" ........ ".."" ,,,,,,,,,,,.,,,,.,, """""",,,,.,,,,,,,,,,,,,,,,,"",.,""""""'" ",."""""", peti tioner (s)
being duly ...~~~~,~"'"....""'''"...."''".."".,,,,.., accordinll' (0 law do ~s."""" dellnse an,l say that ns the
admiaistr;, ,~,?:...."" of the estate of ~~.~:v.~.~",~:. "!;1~~,~s.""""""".""",,,..,,,,,,..,,,,,..,,,...,,.."''''''''''''''''''''''''
;;~~'~~~~;;..:::::::~:~:::::::::,,:";~;;;..;;:~;;";:;;;;";';';;';~''';;;;;;;:;;'i'~;~~:';';;~'~~;;;:;~';:;;;'I'';:'I;;;;;';;;~',";"i'~;;;'~";;;;;;'~;:~';;;;'~'~~'~;;;;;
deceased, according to law, And also will dilhlentl;' comply with the Ilrovisions of the law .'elating
to Transfer Inheritances,
Sworn .
.....,....,.........,....,..",,,...,,",..,""""""" and subsel'lhed
before me,
.................Q\;,t..9.R,~r...5""""...,," A, I),. I!)"~J,,,
R?4f/&I...,e",,1a~~~"''''''''''''''''''
"~,.tLi,!~')'",,,,<,_),,\;,""_)'.""~hhi~..,, """.""........
....,....".,...,....."....."..",....,.....................,...........,.................
DECREE
Be it remembered that on the "",,,...,!?!;D,,..,,....,,. day of ""."""O'(;,!;9.P,~r.""...,,",,....... A, D,. 19,!?';I.,..,
Letters of Arlministration in the estate of .."...""J1~;\..1(,~,!!,..k~."!1~,~+,~"......."""......................,,..,.....,,....,...
...........,..." .......... ......"..' .............,..' ".., ..""...... ....."." late of ,.""",... ..~9.!,!,~:r:'" .~.+. +,~!!., .T!?,W!:\~.l:\ :\..P.", "...... ,..... ,..
Cumberlllnd County, l'ennsY!\'lInia, deceased, were granted to "..,......w,?-:m,~"J:1,!."'~~.(!J!L...........,,,....:,
..........................................................,..........,.................,..,..,..,....."......,."........,.........,...........,.....,...........,.....................
Witness my hand lInd official seal the day and year afor;~ ~
"'".".....7/ft.d;1...e":'7-<.~~t~~......,,
,-, cO
~j~ ",'"
.... ",""
c::)
"1" pM
t;;"';' ~ .0
'n""
':~~~~;~ ,0
~ ".,
" 0 .':1
,
:;..' .)1 i,':)
.,
"0 ':
,'~
.~
.,::r:
,,' . '..
No.,2-d.::.&L:::.S.t.f....
Renunciation and Request
----------------
In the M.tter of the Est.te of .......Mgly.in...l.......MEALS,......"..................................."...........................................,
To ...............~~:!:y....9.,:....~.!;~.~.~..................................... ......................................... Esq" Regist.r for the Prob.te of
Wills .nd gr.nting !.ttters of Administr.tion for the County of Cumberl.nd. in the Commonwe.lth of p.nnsylvani.,
............, tho undersign.d, being the .....!?l:!g~.;.!!~l....~~~...h..!!.i..~.~...~.;".t!~.~.Y.i:I}...:L."....t!~l1.~.!i.......1;.9....~,t t I
Robert Meals. Bernard S. Meals, Shirley J. (Meals) DeJoseph,
................................................................................,.........................................................,..,.............,..,..........,..,........,.,..........
.........................,...........................,..........,................................,.................,.........,.,..................................................................
Patricia L. (Meals) Hosler. and Gerald E. Meals,
................................,......,.................................................................,,',......,.....................,.......,................................................
............................................................;......,......................"......".......,..,...,.,...,.....,.......,............................,...............................
do hertby rtnounct .....,...........~.?E.....................................right to have !.ttten ....().~...A..~!l.l.~~.i..~!:!:".~~.~.~?-.........
....,..........................,.......................................". on said Est.t. issued to .....",.)),5.".,.,.",......,..,...................,.......,............
, .........................................,....................................................... .........."..".................., and do hereby requ..t you to gr.nt
tho s.me to .......~.~)P..c;:...t!,:....t!!!.~.!.~.....,.........,............. ,..,.... ,...m.:.'.............,..., ..',...'" ,.............................................,..'
Witn..s........our..h.nd..s........".nd ...I,S........., . ,this... , "..!i...~~,~:).........................................................
d.y of .~51/l!.J.~:}.J~~~:..............A, 0, 19.~.t
............-................................-....'....................................
(;;if",,(.;'fl!1'!~;q--_.(L. s.,
../) /)! ~
1-f~.S.:1ftAi;j..':..............,~...(L. S.)
SR~dJr~.(L.s.'
~fffi;'Y~~"~(L.S.1
.G~'P:1i:d~'ff1J._AL..L..(L. S.)
..... ................. ....... .................,_.._......_... (I.. 8.)
Scaled and delh'cred in presence of
......-...............................................................................
............................,.............................,........................
................................................................,.................
...........................,..,........................................................
.............................................-.........................................-
..............-............................................................................
... ....... ...........,' ...,.' ...' ..........,..._.........._... (I.. s.>>
.
cr...'
~
:.1 :". ,
L: a. ~f; ~~~
1-,,,, L!" :~~~~
I :.J.:....:;,
1::'1_". u.....J
u.!l,J ,- I!:-U~
Ol'-'- E '_..IW
a::VI '>0
0- :,-:..-
,-,l!1 0:::5
w.... - ~'-'
a::a:: po
u
o. ~>
INFORMATJON
------,._._._--~._.._.-
~_ct:..!.9.!'..._7 I, 2.3. L.ll!.'- J n Ii ~'.r:.f ,.t ".!'-'~~',;I}! (~_,E.st.!'.l.'!..J:_il~ _1I.<'o...l......q,!"..l9 ('1.
"""hen money is dcpori1tL'11 vI" invested in"l ftnnneinl institutlon
lo C .1 t e d j n Pen II S Y 1 v n n 1 n 111 the ~,l.,~_~~~_~._ ,~ll_-1.~.2,__Q.!:-'p~~?,!",~..r...f!._!:.:''-o~...:'!. 0 the r t h a n
h U A band II r~.~ 1 f ~~.!...~:"".!~::!..I!~..~__l!_L_:~l'-,~_!'~; ~,I-!...._(~_JlY,.r:..:~.cl_.!!..-~;...I.!.._t_,~~L._f..9.-E-'.!.!t:
other ur uthers and one of tlie partl"s tu tlie deposit ur Investment
shall--;JiC;--itShall be the duty of tlie financial InstItution within
ten (0) days after knOWledge of the death to nutlfy the Department of
Revenue thereof giving thr:! no1lnc of the dec{'(ls(~d person, the date of the
creation of the joint or trust deposit or Investment, the amount Invested
or on deposit at the date of death with the financial Institution and the
name and address of the survivor or survivors to tlie account. No notifi-
ea t ion }~hn!L .!?~_~e,(l!!,.i..!:.ed_~_.'-~llar-,Lt,o-".'~.cJ!....i'_c_cou.!'J:.-"Jl.,<:'.'..,_tl!..e_-..<Le.l"'5 IL!!.!:. -
tl;e- t'1me 0 f d ea t h do_es-1'..".!.~,e<:E..._tJ!..re '~,_!!.!!..n_<!..r:_~I_~_1J-,'!..l:.'i ($ )00) , "
A report is required on:
1. Joint Savings Accounts
2. Joint Checking Accounts
3. Trust Accounts
40 Joint: investment accounts, slIch as ccrtific.1tes
of deposits, share accounts, etc.
5. Accounts held by husband and wife .111d third parties
No report Is required on:
1. Hush.'lnd and wi fe aCC(ll1nt~;
2, Joint accounts with a balance under 5300
J. AI.:counlS held by the decedent individu.111y
Comll] (ll.I' tllis form f(lr t';1('11 ;1PI11 jC;Jj)]l' account as descrih('d
abnvt! and suhr.1i t 0111.' cop" to:
P..\ Il(,p.1rtm('nt 1'( !\1'Vt)lllll'
hu r (','111 n 1 I -:-::1 ::1 i 11;1 t i ('11
P.o. Bil:-: \. L):
II:J r r i f; b IJ r
I"
"
I 7 l [') r~
I
,I
I
j
I
I
~
~
Ii)
,
----
~
I
---
~
~, cO
-~.- ~~
~=q-~ ~
:T"t("')
..... ;.~o
I ~.~ :,''':;1
" ~ '::1
. '. . " .,
I "
Qo, ,
";1
"
;'::
..
\,C
N
o
...5
o "'''':s
e>:: ~~h
tiJ < c:J C/) ~ _
~,.J CJ ~)o ~
Cf.l !< ~ Z tfl \~
~~::3~! a
~;l: ",:::.., '"
"'0 e b 0 ;::
'\ tIl _ llI:: -
- t:: '" 0:>
c.J "< W. Z CQ
o ~;:;..
~ ~~~
:::
.
,
REV.150D EX .. (9.81)
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P,O, BOX 0327
HARRISBURG, PA 17105
.....,,~
INHERITANCE TAX RETUR:j.
RESIDENT DECEDENT , 21-81-588
File Numbor
. . . - --
D".denl's Add.."
820 Lishurn Road, Apt 7'18
Coop Hill, PA 17011
-
Deced.nt', N.m. (Lest, First, and Middlelnitiall
DE S HEALS, HELITIll L.
CEA EO ,----
Socl.1 Security Number Oat. of Death
CHECK
" Drigin.1 Return G
2, Suppl.ment.1 Return D
3, Rem.inder R.turn D
APPRO.
PRIATE
5, Federe' E,t.te T" 0
Return Required,
6, Decedent died testu" 0 7, Decedent maint.ined . living D 8, Number of ..f. depollt r::I
(Atteth copy of Willi trult (Atteth copy of trust! boxes inv.ntoried LQj
All correspondence end confident lei t" inform.tlon Ihould b. dlrect.d to:
4,lifeEsteteD
8LDCKS
CaRRE.
SPONDENT Neme Dale
F. Shughart, Jr.
Addre"
28 South Pitt Street
P. O. !lox 208
Telephone No,
City
Stute PA
R...pltul.tien
, 1
1. Re.1 ESlBte (Schedul. AI ( 11
2, Stockl .nd Bonds (Schedul. B) ( 2)
3, Closelv Held Stock/p.rtnerlhlp Interest (Schedule cl ( 31
4. Mortgages .nd Notes (Sch,dule D) ( 4)
5. Cesh & Miscell.neouI Person.1 Property (S,h.dul. EI ( 51 4,839.68
RECAPIT. e, Jointlv Owned Property (Schedule F) ( 6) 1,018.22
ULATION 7. Tr.n"". (Sch.dule G) ( 7) -0-
8. Tot.1 Gro" Assetl h01l1 lines 107)
AND 9, Funerel Expenses Adminlltreti" Costl/Miscell.neous
Expenses (Schedule HI ( 9) 3,278.90
TAX 10, Debts/Mortg.gel/lienl (Schedule II (10) 12.628.95
11, Total Deductlonl hotellinel 9 & 101
12, Net Value 01 E,t.te (line 8 minus line 111
CALCU. 13, Charitable Beque:ts (Schedule JI
LATIDN 14, N.t Value lubject to t" liioe 12 minu: line 13)
(81 5,877.90
1111 1.5 , '107 ,85
1121 -0-
(13)
(14) -0-
Compuution ofT..
15, Amount olline 14 t"able at 6% rote 1151
(ioclude v.lu.. from Schedule K)
16, Amount of line 14 t"able at 15% r.te 1161
(Include voluos from Schedule KI
17. Principel t" due (edd t" lrom lin. 15 plus II. trom Iioe 161
18, TOIII Prior p.vm.nts:
Ie) Amount P.id
(bl P1ul Discount
lei Minuslot.r..t 11 B)
19, B.I.oce Du. (Iin.n minuI lina 181
M.ke Chetk Pav.ble to: Register 01 Wills, Agent
. .. PLEASE RECHECK MATH. ..
x,06-
x,15-
(17)
1191
Under po",lt;.. of perjury, I decl... thet I hove e..mined this r"um, including lecompIRving $Ch.dul.. .nd I1mm.nll, .nd to tho best of mv knowl.dga
end btllel, it il true, corrett, .nd complete. Decleretioo of prep..., omer lh.n the person.1 representet;" is based on .lIlnlormllion of which prep.", hIS
InVk dge, (A (j /12
~ M3~ t'lnl,..J?e {-.
StGNATURE PERSONAL REPRESENTATIVEtSI ADDRESS
/)0J2/ l/ 5 ~1JMJ-! / (6'5) ~4 :;/r:l~jWtJ1
SIGNATURE OF ,,"EFARER O,\;, R .riAN RE~Sr.IiTIo.';;;E AO&r.ESS .
c,- tq- g.3
DATE
/; /
I .: .~''''.., "
6 /1.1, r':'
; GATE
IlV.I5Of(X+'I'.I1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "F"
JOINTLY OWNED PROPERTY
ESTATE OF
MELVIN L. MEALS
FILE NUMBER
21-81-588
tThl,achedul1 must b. compl.ted If the deced.nl,.t the tlm. of hi. or her d.ath, owned .ny proper'y ., .jolnt ,.n.nt with th. right of .urvlvorshlp.1
Joint tenant!.):
NAME
A, Patricia L. Hosler
ADDRESS
409 Sharon Avenue
1echanicsburr" PA 17055
RELATIONSHIP TO DECEDENT
Daur,hter
B,
c,
Jointly owned property:
ENTER
ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF
NUMBER JOtNTTENANT OF ASSET % INTEREST DECEDENT'S INTEREST
1. A, Farmers Trust Compan , 2,076.43 50~', 1,038.22
joint checkinr,
account #7-39189,
see attached state-
ment.
- -
M._."'.._. TOTAL (Also enter on lina 6. Recapitulationl S , ,138 22
tit mo,. epIICe" nNCI" InMI"t IIIHltiOMI........ ot..me tit.)
.V.1510b:-+- 19-111
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MELlJm L. lffiALS
SCHEDULE uG"
TRANSFERS
FI LE NUMBER
21-81-588
1, Old decedent make any lifetime transfer 01 property without receiving a valuable and adequate eonsideration which was
to take effect in possession and enjoyment at or after death, or in which the deeedent retained either:
YES NO
a, the possession or enjoyment of or the right to income from the property transferred? or,
x
b. the right to designate the persons who shall possess or enjoy the property transferred or income: or
c, a reversionary interest?
x
--------------- ---- - - - ---- ------
x
2, Old decedent in his lifetime make a transfer. the consideration for which was transferee's promise to pay income to,
or for the benelit or care of, decedent?
x
----------.-- - ----------..-- ------ ---
3, Did decedent, at any time. transfer property, the beneficial enjoyment of which was subject to ehange because of a
reserved power to alter, amend, or re'voke, or which could revert to decedent under terms of transfer or by operation of
law? '
x
------------------- ----- -----
4, Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and
adequate consideration?
x
- --- -- - - -- -- ------- - ----- - ---
ITEM
NUMBER
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW,
DECEDENT'S DOLLAR VALUE
% OF DECEDENT'S
INTEREST INTEREST
DESCRIPTION OF PROPERTY
ASSESSED
VALUE
TOTAL VALUE
OF ASSET
A,
Real Estate:
1,
B. Personal Property:
1,
TOTAL (AI.o enter on line 7. Recapitulation) S
flf mO"lII)aIce I, needed .n.... .ddltlon.1 ,hMtl of ..me .11.'
J
REV. lB47EX (3-B3)
BUREAU OF ACCOUNTS SETTLEMENT
PENNSYLVANIA DEPARTMENT OF REVENUE
P,O. BOX 2055
HARRISBURG, PA 17105
NOTICE OF INHERIT~E TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX
ACN
101
DATE
ESTATE OF MEALS MELVIN L FILE NO, 21 81-0588
DATE OF DEATH 07-22-81 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, MAXE CHECKS PAYABLE TO 'REGISTER OF WILLS,
AGENT' ,
DALE F SHUGHART JR
28 S PITT ST
PO BOX 208
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMEWT DUE
l!l:!'!: .A!-~~~ _ ,!:H)~ .L!t>!E. _ _ _ _~ _ ~~! ~I~ _1:~~i;.R_ !'9!.l!1~~ _ ~~R_ ~9~!.l-"!.E~~!l~~ . ~ - - - . - - . - - - - - - .
ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EXPltnses/Administrative Costs/Miscellaneous
Expenses (Schedule H) t 9) 3.278.90
10, DebtslMortglgeslLiens (Schedule II (1 Q) 12 , 628.95
11. T oUI Deductions (ll!
, 2, Net Value of Tax Return (121
13, Ch...itable/Go,ernmental Bequests (Schedule J) (13)
14, Net Value of Estlte Subject to TI. (14)
NOTE: If an .ssessment w.s prevIously Is.ued, lInes 14. 15 .nd/or 16 .nd 17 wIll
...flect flgu.... th.t InclUde the tot.l of.llJ_ retum. .......d to d.t.,
ASSESSMENT OF TAX:
15, Amount of line 14 taxable at 6% rIte
16. Amount of line 14 tluble .t 15% r.te
'7, PrinCipal T')I;: Due
TAX CREDITS:
NOTICE OF INHERITANCE TAX APPRAISEMENT,
REV, 1547EX (3-B3)
ESTATE OF MEALS MELVIN
L FILE NO,21 81-0588
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rell Esute (Schedule A)
2, Stocks Ind Bonds (Schedule B)
3, Closely Held Stock/Partnership Interest (Schedule Cl
4, Mortglges Ind Notes tSchedule D)
5. Cash 8. Miscellaneous Per~onal Property (Schedule E)
6, Jointly Owned Property tSchedule F)
7, Trlnsfers tSchedule Gl
8, Total Assets
PAYMENT
DATE
RECEIPT
#
DISCOUNT t+l
INTEREST H
J
. IF PAlO AFTER THIS DATE SEf, REVERSE FOR CALCULATION
OF ADDITIONAl INTEREST
DATE 07-12-83
ACN 101
) CHANGED
( 1) .00
t 2) .00
( 3) .00
t 4) .00
15) 4,839.68
( 6) 1,038.22
t 7) .00
5,877.90
( 8)
15,907.85
10,029.95-
.00
.00
1151
(16)
.00
.00
.00
.00
.00
x.06-
X. '5=
(n,
AMOUNT PAID
.~
I
I
TOTAL T A>'. CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
(If Bllone. Due .. I... thin 11.00 no Il.rmanl " 'lIQUored)
;:;...
'f!
RESERVATION: In the event that any future interest in this estate is transferred in possession or enjoyment to
coU.teral (Class Bl heirs of the decedent after the expiration of anv estate for hfe or for years, the
Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful
collateral IClass Bl rite on any such future interest
?urpose of Notice: to fulfill the requirements of Sectlon 709 of the Inheritance and Estate Tax Act of 1961 (72
P,S. section 248S-709),
Objections:
Discount:
Interest
Any party in interest not satisfied with the appraisement. allowance or disallowance of
deductions, or assessment of tax (includIng discount or interest) as shewn on this Notice
must Object within sixty (60) dlYs of receipt of thiS Notice.
Objections may be made IS tallows:
- by written protest to the Department of Revenue, Board of Appeals
- by electing to have the matter determined at audit
- by Ippeal to the Orphans' Court
If any tax due is paid within three (3) months after the decedent's death, a discount of
five percent (5%) of the tax paid is allowed.
, the discount period is calculated in calendar months. Example: date of death 1-15-82.
discount period expires 4-' 5-82.
Except for tax on a future interest. inheritance tax becomes delinquent nine (9) months from
the dlte of death.
. InMoritlnce \Ix on a future interest becomes delinquent at the expiration of Ihree months
from:
- the date of election to prepay or
- the dale of death of the hfe lenant or Innuitant
Interest is calculated on a daily basis from
-' delinquent date to date of paymenl 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 rates:
Delinquent Date
AnnU1l1 Interest Rate
Daily Interest Factor
5/27/43 10 and including 12/31/81
1/1/82 10 Ind .ncluding, 12/31/82
1/1/83 10 and including 12/31/83
6%
20%
16%
.000164
,000S48
,000438
Estates thai become delinquent on or before December 31, 1981 will maintain I
constanl interesl r.te. The rate in effect when the lax first becomet delinquent will rermin
constant until the delinquent balance is plid In full.
Estates that become delinquent on or after hnuarv 1, 1982 will contain a variable Interest
fale, Thus, taxes tnat remain outstanding from calendar year to calendJir year will
be subjecl to different rites in effect on each Januarv ,.
INTEREST . BALANCE OF UNPAIO TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR.
. If I tax balance rematns Oulstandlng for more than one calendar vear, I separate Interesl
def.ermlnation must be made for each year at the applieable Tile. (Onlv one c.lculatlon
IS necesurV it the estate tmlnUl1ns the constant Interest rlteJ
Any Notice issued after the \Ix becomes delinquent will reflect an inlerest calculation to
fifteen {15) days bDyond the dlle of the assessment. It payment is made after the
interest computation date shown on the Notice. additional interest must be calculated.
To Ramil Payment' Detach the top portion of this Notice and submIt WIth your payment to the Register of Wills
of the cOlJnty shown on the Notice.
. Address information IS listed on page 13 of the booklet. -Instructions for Inheritance Ta"
Return for a Resident Decedent.-
, u...., ch.e'" Of mont, ord6r p,;,ible to: Rt;:ster c, \."JtIt;, A;c::'lt.