HomeMy WebLinkAbout04-0266PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of It i ~ggt2,~. ~,:~ _ ,L,-, t - t' No
also known as 1o
'~A Milo lc ... -.Deceased
Social Security IV~''~ .~"*~7iD ,~ ~ '~9[o/o 7
Register of Walls for the
County of ~r/~'tnt~O'/tgOqd m the
Commonwealth of Pennsylvama
The petttlon~t:he~understgned~e.sp,?ctfully represents that
Cllmbet~no Co, PA
Your petmoner(s), who is/are 18 years of age or older, appl
for letters of administration
on the estate of
(d b n, penflente hte, durante absenaa, durante mmontate)
the above decedent
Decendent was domicded at death in ~__~LlJrl{gg¢/&D6~ County, Pennsylvania. w,th
h ~V l~t f~]ly or pnnc~pal residence at Thorn~dd Nam~ qg~ ~n~ ~o~ ~.
(hst street,~umber andmun,clpahty).. ~.
~hsle/F~
Decendent at death owned property with estimated values as folllows
(If domiciled in Pa ) All personal property $ ~, DO
(If not domiciled ~n Pa ) Personal property ~n Pennsylvania $
(If not do-m~cfied in Pa ) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows.
Petitioner
after a proper search ha .5'
Relationship
ascertained that decedent left no will and was survived by
Residence --' l
133 Hill DrJV~ U/ztrli.r ~; ?A
the following spouse 0f any) and heirs'
Na e
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of admmistration in the
appropriate form'to'the undersigned
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF Curnbarland
The petlUoner(s) above-named swear(s) or affirm(s) that the
statements tn the foregmng pettUon are true and correct to the best
of the knowledge and behef of pcUUoner(s) and that as personal
representative(s) of the above decedent peUttoner(s) wdl well and
truly adm~mster the estate accordtng to law
Sworn to or affirmed and subscribed
before me this 18th day of
fi, 0 , Marc.h , . :t~ 2004
· Regtslgr
GLenda Farner Stra~,b~u~h
No. 21-2004-0266
Estate of Margaret L. Fankhauser ,Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW March 18th _>q92004 , ~n conmderaUon of the peUtlon on
the reverse side hereof, saDsfactory proof hawng been presented before me,
IT IS DECREED that C~ndy S. r~'Btanbauqh
~s/~ entitled to Letters of Admtmstratton, and tn accord wtth such fmdmg, Letters of Adrmmstratton
are hereby granted to
tn the estate of Margaret L. Femkhauser
FEES
Letters of Admtm{tranon $ 18.00
Short Certfficates( ) $_ 3.00 ATTORNEY (Sup Ct I D NO)
Renunmatmn (1) $. 5.00
JCP Fee $. 10.00
TOTAL __ $. 36.00 ADDRESS
Fried Match l~tll, 2Q04 ?K~gRx~
PHONE
Will pick up letters today 3/18/04
Glenda F. arn, er Strasbaugh
RENUNCIATION
In Re Estate of ~ ~/~ ~ L. F~..J~ ~,~,--~-~
To the Register of W,lls of
deceased
County, Pennsylvania
The undersigned ~)t~7~ A. T~OJrl-~n (d,,,,a~,~,.) of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
0
WITNESS hand this
(Signature)
(Address)
(S~gnature)
(Address)
I05 805 REV 9/86
TNs is to certify that the information here given is correctly copied from an original cerUficate of death duly fried w~th me as
Local Regmtrar The original cemficate will be forwarded to the State V~tal Records Office for permanent fihng
WARNING: It is illegal to duplicate this copy by photostat or photograph
Fee for th~s certificate, $2 O0
P ~0159759
No
80 w
COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF HEALTH · VlTAL RECORDS
CERTIFICATE OF DEATH
2Fema£e 3 577 -22 -8667
.~.US Gov': v..~ ,o~ 11~,:~ c,~->~ ~,P~vorctd
~Ca~4~. PA 17013 c~ ~ Cumberland ~'
~*.ooo~=,s.o~,., [] ~., .$/15/2004
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 'lY~ 00c 0 0-£~1c
Date of Death: 3- 1'~[-O.~/
Will No.: 7~£6 bDO3 I}O will
/go. oqooq- oo
Admin. No.: fi/O. J bOt{-19' ( Za
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~1 No I~
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [] No [~
Date:
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Signature
Name
133
Address
'7/7
Telephone No.
Capacity: [~ Personal Representative / ~
~-I Counsel for personal representative
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Y)</ ar a arc+ L. Ftw.~. aa3ec
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 ·
pro?.r or as c s.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
0
Signature
Capacity: __
Address 133 Hill
darli6ie 'P,~ 17013
/
Telephone (7l'$) ~,~/../t~'_ O 7,~ 9
b/ Personal Representative/~~__.~
Counsel for personal representative
o0)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
Zoo
H-
Z
UJ
Z
o
o
UJ
DECEDENTS NAME (LASt FIRST, AND MIDDLE INITIAL)
_ F ghaus' r. vnar r - L,
DATE OF DEATH (MM-DD-YEAR) ~ DATE OF BIRTH (MM-DD-YEAR)
0'3- I
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
,[] 1. Original Return
~ 4. Limited Estate
I~ 6. Decedent Died Testate (Attach copy of Will)
I'~ 9. Litigation Proceeds Received
[~]2. Supplemental Return
[~4a. Future Interest Compromise (date of death after 12-12-82)
['~7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~10. Spousal Povedy Credit (date of dedh between 12-31-91 and 1-1-95)
SOCIAL SECURITY NUMBER
5- 7 -
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
---]3. Remainder Return (date of death prior to 12-13-82)
[~]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) (Attach Sch O)
NAME
FIRM NAME (If Applicable)
TELEPHONE NUMBER
COMPLETE MAILINGADDRESS
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (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
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
z/I/.
(14) -O'-
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
18. Amount of Line 14 taxable at lineal rate
1'7. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
1!). Tax Due
20.
x .12
x .15
(15) '"-
(17)
(18) -
(19)
;edent's Complete Address:
,EETADORESS -FhornWaJ J
O, arh le.-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) ~0--
Total Credits ( A + B + C ) (2) ~ ~)---
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] [~
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
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? ........................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules 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 information of which preparer has any knowledge.
DATE
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
81GNATURE OF PREPARER OTHER THAN R~RESENTATIVE /
DATE
ADDRESS
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) (1.1) (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 return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or 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 child 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 beneficiaries~s 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §g~Z~'
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12'/o [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Sd~oi~102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
~ 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 propmty jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
~orne. rM-onc
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
. STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
· Charges are only for those items that you selected or that are required· If we are required by law or by a cemetery or crematory to use any items, we will
explain in writing below·
If you selected a funeral that mav require embalming, such as a funeral with viewing, you may have to pay for embalming. You do not have to pay for embalming
you did not approve if you sele'cted arrangements such.~ a direct cremation or immediate burial. If we charged for embalming, we will explain why below.
o,)Fc, r the Service of ' ' -- L-~n~[t/[< t 'lO l~
Name ff Address City State
A.. CHARGE FOR SERVICES SELECTED:
I. PROFESSIONAL SERVICES
Services of Funeral Director/Staff ....
Embalming ......................
Other preparation of body
SUB-TOTAL OF PROFESSIONAL SERVICES ......... Al $.~
2. FACILITIES AND SERVICES
Use of facilities and services for
viewing (Visitation/Wake) ......... $ ~
Use of facilities and services
for funeral ceremony ............ $~
Use of facilities and services for
Memorial Service ............... $~
Use of equipment and services
for graveside service ............. $
Other use of facilities
SUB-TOTAL OF FACILITIES/EQUIPMENT ........... A2 $..~-~
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home.
Local ...........................
Hearse (Casket Coach)
Local ...........................
Limousine
Local ...........................
Family car
Local ...........................
Flower car or floral disposition
Local ...........................
Lead car/clergy car
Local ...........................
Car for pallbearers
Local ...........................
Out of town transportation ......... $
$
$
SUB-TOTAL OF AUTOMOTIVE EQUIPMENT ........ A3 $
TOTAL OF PROFESSIONAL SERVICES,
FACILITIES AND AUTOMOTIVE
EQUIPMENT ....... .~.~n~...~t,~...~.~.~ · · · A
CHARGE FOR MERCHANDISE SELECTED: -~-
Casket ................... \. ......
(Description)
Other Receptacle ................. $
(Description)
Outer burial container ............. $~
(Description)
Acknowledgement cards ........... $
Register book(s) .................. $
Memory folders ..................
Prayer cards .....................
Temporary grave marker ........... $
Burial clothing ................... $
Other clothing
Cremation urn ...................
(Description)
OTHER
TOTAL MERCHANDISE SELECTED ..................
C. SPECIAL CHARGES:
Forwarding of remains to
(Funeral Home)
Receiving of remains from
(Funeral Home)
Immediate Burial .................
Direct Cremation .................
SUB-TOTAL OF SPECIAL CHARGES ................
D. CASH ADVANCED
Opening Grave ..................
Cemetery Equipment ..............
Lot and Deed ....................
Newspaper Notices--Local .........
Newspaper Notices--Out-of-town ....
Telephone & Telegrams ...........
Airfare .........................
' Clergy/Mass Offering ..............
Pallbearers ......................
, Certified Copies of the Death
Certificate ......................
Police Escor~/~/ ..... ~ ...........
Flowers . .~.[~.:'.~. . /. ~ ........
Vault Service Charge ..............
SUB-TOTAL OF ADVANCES .......................
We charge you for our services in obtaining:
(specify cash advances that are marked-up)
SUMMARY OF CHARGES
A. Professional Services, Facilities and
Equipment, and Automotive
Equipment ...................... $
B. Merchandise ..................... $
C. Special Charges .................. $$--~-~
D. Cash Advances ...................
TOTAL OF ALL SECTIONS.. ' $
PAID AT TIME OF OR PRIOR TO
ARRANGEMENTS ................................ $$~
BALANCE DUE ..................................
REASON-$OR EMBALMING.
If any law, cemetery, or crematory reqmremen s required the purchase
of any ~e~ed ~e the law or reouiremellt is explained below.
I agree that I have examined the items of goods and services selected above and found them to be correct and according to the arrangements I have requested. I acknowledge
receipt of a copy of this Statement of Funeral Goods and Services Selected. l represent that l have sufficient fuuds available for payment of the cash price for the goods
and services selected. I also agree to make payment of $. within, days. I agree to be jointly and severally liable with anyone else who
signs below. A late charge of per month amounting to per year will be applied to the unpaid balance beginning days
from the date of this agreement. I will also pay to the Funeral Director all reasonable costs paid by the Funeral Director to collect amounts I owe under this agreement.
Those costs may include attorneys' fees, court costs and other costs. Any additional services or merchandise ordered or requested after the date of this agreement will
be consid~ed part 9f this a~lsreeAent and t~e Lost ther~_f
(sca~) (.'afL~Ct ~. l axI I_aY~O. LLcZr7
0 '-- ~Purchaser) 0
(Seal)
{.Purchaser) PINK Customer
~9 Pennsylvania Funeral Directors Association
form - 600 Revised 4/94
will be reflected on the final bill or state~_~ 9 / ~ ~ ?
(Licensed Fufietal Director)
WHITE Funeral I)ircctor YELl.OW Funeral Director
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ZB0601
HARRISBURG, PA 171Z8-060!
CANDY BUHBAUGH
153 HILL DR
CARLISLE
COHHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLOHANCE OR DZSALLOHANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
p~'~' =.4.'~'~I~ o[ DATE 08-OZ-ZO06
P~ec~ ~'~ ir_~ ~'~' ~' .... ~×-- ESTATE OF FRANKHAUSER
DATE OF DEATH 03-12-2006
FILE NUNBER 21 06-0266
'0,~ ,.JLJL ~0 ~'~ :~ COUNTY CUH]iERLAND
ACN 101
Aeoun~ Rael*~ad
REV-I~¢7 EX AFP (01-05)
HAR6ARET L
HAKE CHECK PAYABLE AND REN~T PAYHENT TO:
REGISTER OF WILLS
CUH~ERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF FRANKHAUSER HARGARET L FILE NO. 21 06-0266 ACN 101 DATE 08-02-2006
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON:
1. Reel Es*a~a (Schedule A)
2.
$.
5.
6.
7.
B.
ORIGINAL RETURN
(1)
S~ocks and Bonds (Schedule B) (2)
Closely Held S~ock/Par~narship Zn*aras~ (Schedule C) ($)
Nor~gagas/No~as Receivable (Schedule D) (~)
Cash/Bank Daposi~s/Nisc. Personal Proper~y (Schedule E) (5)
Jointly O~nad Propar~y (Schedule F) (6)
Transfers (Schedule G) (7}
To,al Asse~s
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expansas/Adm. Cos~:s/Hisc. Expanses (Schedule H)
10. Dab~s/Nor:kgage LiabilA~ias/Lians (Schedule 1')
11. To,al Deductions
12. Ne~ Value of Tax Re~urn
15.
1~.
(9)
(10)
Chari*able/Govarnaan~al Bequests; Non-elected 9115 Trus*s (Schedule J)
Ne~ Value of Es~a~a Sub~ec~ ~o Tax
O0
O0
O0
O0
111 63
O0
O0
(8)
260.00
.00
(11)
(12)
(15)
(lq)
NOTE:
NOTE: To insure proper
cradi~ ~o your account,
submi* *he upper portion
of ~his for; ~i~h your
*ax payment.
111.63
2~o.nO
.00
Zf an assessment Nas issued previously, lines 14, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
· O0 x O0 =
· O0 x 065 =
· O0 x 12 =
· O0 x 15 =
(19)=
ANOUNT PAID
ASSESSNENT OF TAX:
15. Aeoun~ of LAne 1~ a~ Spousal re~a (15)
16. Amoun~ of Line 1~ *axabla a* Lineal/Class A ra~a (16)
17. A;oun~ of Line lq a~ Sibling ra~e (17)
18. Amoun* of Line 1~ *axabla a* Collateral/Class B ra~a (18)
19. Principal Tax Due
RECEIPT
NUNBER
TAX CREDITS:
PAYttENT
DATE
D/$COUNT (+)
INTEREST/PEN PAID (-)
1'F PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT1'0N OF ADD1'TIONAL INTEREST.
will
.00
.00
.00
.00
.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQU1'RED.
IF TOTAL DUE IS REFLECTED AS A "CRED1'T" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SI'DE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December 12, 19BI -- 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 expressly reserves the right to appraise end assess transfer Inheritance Taxes
at the lawful Class B (collatara1) rate on any such futura interest.
PURPOSE OF
NOTICE:
PAYRENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZI~O of the Inheritance and Estate Tax Act, Act 23 of 2000. (TZ P.S.
Section 9140).
Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax cradlt, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Offlce
of the Reglstar of Hills, any of the Z~ Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-600-362-2050; sarvlces for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in intarest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, 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 be addressed in eriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revia~ Unit, Dept. ZB0601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for · Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the sase manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ehich became delinquent before January 1, 198Z bear interest et the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 19BZ mill bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates far 198Z through ZOO4 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ ZOZ .00054B ~'8-1991 Ill .000301 ~ 9X .000247
1983 162 .OOO43B 1992 92 .000247 ZOO2 6Z .000164
1984 11Z .000301 1993-1994 7Z .00019Z 2003 5Z .000137
1985 13Z .000356 1995-199B 9Z .000Z47 2004 4Z .000110
1986 102 .000274 1999 7Z .000192
1987 iOZ .000Z74 ZOO0 7Z .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.