HomeMy WebLinkAbout02-0014PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of SHANE E HENRY No. .21-02-14
also known as To:
Register of Wills for the
Deceased. County of' 'CUMBERLAND in ,the
Commonwealth of Pennsylvania
Social Security No. 185- 52 - 8131
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ±es
(d.b.n.; pendente lite; durante absentia; durante minoritate).
the alcove decedent.
for letters of administration
on 'the estate of
at
Decendent was domiciled at death in CUMBERLAND . ' ~ounty, Pennsylvania, with
is last family or principal residence at 905 CENTER RI) NEkWILLE. PA (LOWER MIFFLIN)
(list street, number and municipality)
Decendent, then 42 years of age, died DECEMBER 9 ' -: ,xt~: 2001 ,
UNIVERSITY OF MARYLAND HOSPITAL
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $
(If not domiciled i'n Pa.) Personal: property in Pennsylvania $
(If not'~lb-miciled in Pa.) Personal property in County $
Value of r~ti estate in Pennsylvania $
situated as follows:
11,000.00
Petitioner.__afterapropersearchhas
thefollowingspouse(ifany) and heirs:
Name
EUGENE F HENRY
DORIS M HENRY
KELLY SHUGHART
KRISTA WILLIAMS
,. -" · r
ascertained that decedent left no will and was survived by
Relationship
FATHER
MOTHER
SISTER
SISTER
Residence
4756 ENOLA RD. NEWVILLE PA
4756 ENOLA RD. NEWVILLE PA
HUNTER RD NEWVILLE, PA
09 CLOUSE RD NEWVILLE. PA
THEREFORE, petition~.r,Cs)~respectfully request(s) the grant of letters of administration in the
appropriate form to the dn'd.e.rsi_'gned.
4756 ENOLA RD
NEWVILLE, PA 17241
HENRY _
4756 ENOLA RD
NEWVILLE, PA 17241
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA. ~ ss
COUNTY OF CUI~ERLAND
The petitioner(s) above-named swear(s) or affirm(s)~ that the
statements in the foregoing petition are true and correct to the best
of the knowledge-and belief of petitiOner(s) and that as personal
representative(§) of. 'th-e above decedent petitioner(s) will well and
truly administe_r-{~he.'.es~t~ezaccording to law.
SwHrn to or affirff!.e_d~nd subscribed
before me this 4,th-- ~ __ day of
No. 21-02-14
SHkNE E' HENRY
, Deceased
(~-~ NT LETTERS OF ADMINISTRATION
ov
AND NOW JANUARY 7 .x1:92002 , in consideration of' the petition on
the reverse side hereof, satisfactory proof having been presented before me,
ITIS DECREED 'that EUGENE F AND DORIS M HENRY
i~are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to EUGENE F HENRY'AND DORIS M HENRY
in the estate of SHANE E HENRY ~~.._C.~i.~
FEES
Letters of Administration ..... $ 50.00
Short Certificates( ) .......... $ 3.00
Renunciation ............... '. $
JCP $ 5.00
TOTAL__ $ 58_00
Filed .01:-.04.- ............. A.D. k~_.2002
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
or
CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Date of Death:
WillNo. ~ {"" o~(,fl,~gT~'--dY-OO ]/7~
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration, required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Notice has now been,given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
Telephone(
Capacity: ~ Personal Representative
Counsel for personal representative
7000 0600 0025 159-5 1474
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JRD/June 30, 1992/17858
MAY 1 6
In Re: Estate of Shane E. Henry
Late of
Estate No.: 21- 02-00014
.ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND cOUNTY
PENNSYLVANIA
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: E'u:g'en'e',.,'-F.. Henry
Counsel .for Personal Representative:
Date of Grant of Original Letters: January 7, 2002
Date of Delinquency Notice: Apbrfl 17, 2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance witti Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans? Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 4-17,20 02 , and that the ten
(10) day notice to file the certification has expired. Accordingly,'in accordance with Rule 5.6(e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date:
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~ at 3d/]'-,~ Courtroom No. 3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled.
Geor~
1992/17858
, MAY 1 O
In Re: Estate of Shane E. Henry
Late of
Estate No.: 21-02-00014
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO coNDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Doris M HenrY
Counsel for Personal Representative:
Date of Grant of Original Letters:. January 7, 2002
Date of Delinquency Notice: April 17, 2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 4-17, 2002
, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance
with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests
that a Court conduct a heating to determine whether sanctions should be imposed upon the
delinquent personal representative or counsel for the delinquent personal representative.
Date: May 15, 2002
Distribution:
Mary q Lewis, Register oI~ Wills
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for tgdjY~~/ at ~)J3,)/~//k~,In Courtroom No. 3. Ifthe
Certification of Notice is filed prior to th~ h~a~ing date, the hearing will automatically be
cancelled. ~
Georg
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JRD/June 30,1992/17858
In Re: Estate of Shane E. Henry
Late of: Lower Mifflin Township
Estate No.' 21-2002-0014
JAN 2,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2002-0014
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Eugene F. Henry
Counsel'for Personal Representative:
Date of Decedent's Death: 12-09-2001
Date of Delinquency Notice: 11-04-2003
The undersigned Glenda Famer Strasbaugh, Register of Wills, in accordance with Rule
6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court
of Common Pleas of Cumberland County, that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
OrPhans' Court Rules, was given by th% Register of Wills on 11-04, 2003 and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 01-16-2004
Distribution:
Glenda Farner Strasbaugh, Register of Wills
Personal Representative ~~
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No,. 3.~ft~e~ta~s Report is filed
prior to the hearing date, the hearing will automatically be c~~,../jr/~
George ~. ]i-i/o f~el/r, p~. j.' ' ~
Will No.:
A~. No.:
lhu~,ant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
foll~wing with respect to completion oft.he a4~i~stration of the above-captioned e~tate:
State whether administration of the estate is complete:
If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
--3.--If'th'~-ahsw5'/t~'N07-1 i§'Ys(stste'the-followhg:. -
a. Did the pexsond r~re,~entmive file :~ fins1 accoun.t with thc Court?
Yes ,k<' No
b.' The s~rate Orphans' Court No. (if any) for the personal rcpresentatiw's
account is:, .
¢. Did the pe~on~l r~re~¢ntatiw ~tme ~n a~cotmt informally to the paxties
ininter~?Ye~ ~' No [~]
Copies of receipt% r~lease% joinders and ~pproval of foxxn~l or
informal accotmts may be filed with the Clerk of thc. Orphans' Court
and may be attach~ to this r~ort.
Signatuxo
Ns~nc /
Addre~
Tclephon~ No.
Capacity: ~Pcrson~l K~r~sc'ntativ¢
[] Counsel for personal repre'~
:~ ~ .... :'~,
REV-1500 EX (.6~) ~
COMMONWEALTH Of
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601 .
H. ARRISBURG, PA 17128.-0.60!
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R'EV- 15'00
INHERITANC'E TAX'RE-IU, RN
RESlBENT BECEBENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-DO-YEAR)'
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER 'OF WILLS
SOCIALSECURITYNUMBER
[~1. Original Return
[~4. Limited Estate
[~6. Decedent Died Testate (Attach copy of Will)
[-'--~ 9. Litigation Proceeds Received
[~2. Supplemental Return - - -
r--] 4a. Future Interest Compromise (date of death alter 12-12-82)
[~7. Decedent Maintained a Living Trust (Attach ~opy of Trust)
[~10. Spousal Poverty credit (date of death between 12-31-91 and 1-1-95)
[] 3. Rem~i'nd~r Reium (date of death prior to 12-13-82)
[--~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
Dll. Election to tax under Sec, 9113(A) (Attach Sch O)
FIRM. N~ME (IfAppli~cable~,~ ~ --
COMPLETE MAILING ADDRESS
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (.2.)
3. Closely .Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgagei & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly (5)
(Schedule E)
6. Jointly'OW'ned Property (Schedule F) '(6)
E] SeParate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Sched~le'G or L)
8. Total Gross Assets (tota! Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Lia. bilities, & Liens (Schedule I) ' (10)
11. Total Beductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11) ,., ~ . ..
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
- _m. ade (~(~hedule J)
14. Net Value Subject to Tax (Line 12 minus Line'13) ,.
SEE INSTRUCTIONS ON REVERSE SiDE FOR APPLICABLE'RATES '
(8)
(11)
(12)
(13)
(14)
OFFICIAL USE ONLY
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0. (15)
16. Amount of Line 14 taxable at lineal rate x .0 __ (16)
17. Amount of Line 14 taxable at sibling rate . . x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (1.8)
19. Tax Due (19)
Decedent's Complete Address: : ' ~. ~.
STREET ADDRESS
Tax Payments and Credits: ,
1. Tax bu. age l~Line 19 '. t,, ,.: ,.~ ,
2. Credits/Payments .
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
Interest/Penalty if applicable
D. Interest ...
El Penalty
Total Credits (A + B + C
Total' Interest/Penalty ( D + E
4. . If Line 2 is great(~r than Line 1 + Line 3, enter the difference. 'This is the OVERPAYMENT,
. , : Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(2)'
(3)
(4)
'(5)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"'IN THEAPPROPRIATE,BLOCKS
1. Did decedent make a transfer and: Yes . · No
a. retain the use or income of the property transferred; ...................................................................................... ._... []
b. retain the dght to designate who shall use the property transferred or its income; .................................... ' ........ []
c. retain a reversionary, interest; or ............................................................. .~..i .................................................... · .... []. -[]
d. receive the promise for life of either p%~m'-e, nt'.s,"; b~6qefits or care? ................................... .....~ ................ , ....... ..... [] . J~' '
2. If death occurred after December 12, 1982,.did decedent transfer property within one year of death. ' .,..:.' '.' . ·
without receiving adequate consideration? ............................................................................................................... [] ..
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. '[] , ,~, ' ,.
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which
contains a beneficiary designation? ............................................... : ............... ; ............ :..iL.i..:.: ..............................
IF THE ANS.WE~R{.'r.o ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE ITAS PART OF THE RETURN,.':
Under penalties of perjury, I declare that I have examined this return, including accompany ng s,chedules and statements, and to the best of my knowledge and belief it is true correct and complete.
Declaration of preparer other than the personal representative is based on all informa;don Of whi~;h I~'r. eparer has any knowledg~; ' '
SIGN.,~RE OF PERSON P,,~LE FOR FILING RETURN q~"
ADDRESS"/ "' ' "
S,GNATU. R,PRESENTA ,VE
ADD-RE~,-S - ~,. :.
DATE
DATE
For dates of death on ..or.after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)]. "
For dates of death on or, after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse .is 0% [72 P.S. §9116 (a) (lA) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are.still applicable even if
the surviving spouse is tb~ only beneficiary.
For dates of death on'.~r<after July 1, 2000:
The tax rate imposed on~ the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the c.hild is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal ben.eficiaries is 45%, except.as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The .tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (1-97)'~.' '~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. '
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
TOTAL (Aisc enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-151~1 EX+ (12-99) ~,'
COMMONWEALTH OF PENNS~CLVANiA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Debts of decedent must be reported on Schedule I..
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representafive(s1
Street Address
City State__Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULEI
'DEBTS OF DECEDENT,
MORTGAGE LIABILITIES,& LIENS
'ESTATE OF
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1.
AMOUNT
(If moFe space is needed, insert additional sheets of the same size)
BUREAU'OF ZNDZVZDUAL TAXES.
TNHERZTANCE TAX DXVZSTON
DEPT. 280601
HARRTSBURG, PA 17118-0601
COHHONWEALTH OF PENNSYLVANZA
DEPARTHENT OF*REVENUE
NOT/CE OF INHERZTANCE TAX
APPRAISEHENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
Recordea~..L)mue of
Re~ist~r o~'~ Wills
'04 I'IAR 12 P1:43
RONALD E FTCKES
HOWARDS ACCOUNTING
AVE Clerk~O~"P'h~Ws Court
S W SI6 SPRING p¢~i~rl~nd Co., PA
NENVZLLE
CUT ALONG THZS LZNE ~
DATE
ESTATE OF
DATE OF DEATH
FZLE NUNBER
COUNTY
ACN
REV-1;¢7 EX CFP
05-15-200q
HENRY
12-09-2001
21 02-001~
CUNBERLAND
101
Amount Realttad I
SHANE E
HAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLZSLE, PA 17015
RETAZN LOWER PORTZON FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTXCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF HENRY SHANE E FZLE NO. 11 OZ-O01q ACN 101 DATE 05-15-200~
TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (~)
~. Nortgages/Notes Receivable (Schedule D) (q)
~. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (S)
~6. Jointly O~ned ProPerty (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funera~ Expenses/Ada· Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule 1) (10)
11. Total Deductions
12. Net Value of Tax Return
.00 '
Zz978'.00
.00
.00 NOTE: To insure proper
.00 credit to your account,
subait the upper portion
.00 of this fora ~ith your
tax payment.
.00
(8)
8,051.00
$17.00
15.
NOTE:
Z,978.00
(11) 8.368. O0
(12) 5,590.00-
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate SubSect to Tax (1~) 5,~90.O0-
Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Amount of Line 1~ at Spousal rate (15)
16. Aaount of Line 1~ taxable at Lineal/Class A rata (16)
17. Amount of Line 1~ at Sibling rate (17)
18. Amount of Line lI taxable at Collateral/Class B rata (18)
19. Principal Tax Due
DZSCOUNT (+) .
ZNTEREST/PEN PAZD (-)
· O0 X O0 = . O0
· 00 X OR5= .00
· 00 X 12 = .00
· O0 X 15 = . O0
(19)= . O0
TAX CREDTTS:
PAYHENT
DATE
RECEIPT
NUHBER
AHOUNT PAZD
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( ZF TOTAL DUE XS LESS THAN $1, NO PAYHENT 1S RE~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADH[N-
[STRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
TNTEREST:
Estates of decadents dying on Or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment.to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby~expFessly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 210,0 of the Inheritance and Estate Tax Act, Act Z3 .of gooo. (7Z'~.S.
Section 910,0).
Detach the top portion of this Notice and submit ~ith your payment to the Register of Hills printed on the rever~e side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax ~redit, Nhich mas not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Znheritance and Estate Tax" (REV-IS12). Applications are available at the Office
of the Register of Nills, any of the 22 Revenue District.Offices, or by calling the special g0,-hour
answering service for forms ordering: 1-800-262-2050; services for taxpayers with speclal hearing and / or
'speaking needs: 1-800-0,0,7-2020 (TT only)L
Any ~arty in interest not satisfied with the appraisement, a11aeance, or disallowance of deductian~, or assessment
of tax (including discount or interest) as shown on this Notice must object ai~hin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept~ 281021, Harrisburg, PA 17!28-1021,. OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should bo addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revie~ Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" [REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (2) calendar months after tho decedont's death, a five percent (5Z) discount of
..
the tax paid is allomed.
The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, tho first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and 'in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning ~ith first day of delinquency, or nine (9) months and one (1) day fr~m the date of
death, to the date of payment. Taxes ~hich became delinquent before January 1, 1982 bear interest at the rate of
six (DZ) percent per annum calculated at a daily rate of .000160`. All taxes which became delinquent on and after
January 1, 1982 ~ill bear interest at a rate ~hich ~ill vary from.calendar year to calendar year .ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through gO00, are:
Interest Da i ly Interest Daily
Year Rate Factor Year Rate Factor Year
~ ZOX . DOOR0,8 ' ~)"~ - 1991 X1Z .000201 ~
1962 16Z .0000`28 199Z 9Z .00020`7 ZOOZ
1980, llZ .000201 1993-199o, 7Z .000192 2002
1985 12Z .000256 1995-1998 9Z .000Z0,7 ZOO0,
1986 ' 107. .000270` 1999 7Z .00019Z
1987 lOX .000Z70, ZOO0 7Z .00019g
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR
Interest Daily
Rate Factor
9X .O00Zq7
6Z .000160,
5Z .000127
0,Z .000110
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculated.