HomeMy WebLinkAbout02-0076E~e~ ' Rol~&nd E. Shuey
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
.o.
.D~as~ Soc~dS~ ~, 205-12-7504
(C,~LETE 'A' OR 'B'!BELOW:)
A. Probate and Grant of Letters Testamentary and aver that Pet~o~er(s)
· e Decedent. dated and cod'~il(s) dated
Except as follows, Decedant did not marry, was not divorced, end did not have · child bom or adopted after execution of the do<3.a~nm
offered for probate; was not Ih· victim of · killing a~d was neve~ adju~cated incompelent:
~[~:~ B. Grant of Letters of Administration
Petiboner~s) after · prope~ search ha~ave ascertained I~at Decedent left no Will a~d was survived by If~ following spouse (if any) and
heirs.' ,
Name Relal~onship Residence
Robert E. Shuey Brother RD#2 Box 194
C~rl W.
507 w.: ~gh ._qe~eee
Shamk,~n, PA
Lebanon,
(COMPLETE ~N AU. CASE,S:)
Decedent was d~d
~m~p, ms~mat 7073 Ca~-lisle Pile Carlisle, Pa 17013
~nt;~n 76 ye~ofage,~an. 8~ 2002 ,~ . m Pottsville~Hospital
(If ~ ~ PA) A, m~ mm~ S 14
(If not ~1~
{If not ~1~
V~ of m~ as~ ~ P~ns~ $
Wherefore, Pe~ti0ner(s) respectfully request(s) lhe probate of the lest Will a~d Codicil(s) prose·ed with ~is Petftlon a~d ~e grant of
letters in Ih· appropriate.form to ~e unde~igned:
Typed o~ printed name a~d
Form eRW. 1 Page 1 ol 2
Prepared by ~e Pennsylvania Bat Asso~a~n 1991
Oath of Personal Representative
Register
Corem op,w~alt h~0fLPe n.n.~71va nla -- .-_ · .
County of'
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(s) of
the'estate according to law.'
the Decedent, PetitJ0-ner(s)-will well and truly a~ ~'f'J'~'"~-~ ~ _
Sworn to or affirmed.and s~bscribed
Estate of
No. 21-2002-0076
Rolland E. Shuey
Date of Death:
Social Security NO: 2
AND NOW, ' Janua~--,/- 23.~t, · ,
Deceased
.T~m~ry 8, 2002
2002' , in consideration
of the Petition on the reverse side· hereon, satisfactory proof having been presented before me,
U ~ DECREED that Letters [~ Testamemary:l~ of Administration .
......
· are hereby gram%d to'"
.,;Robert E. Shuey .... - '-
in the above estate and that the instrument(s) dated ....
described in the Petition be .admitted .to probate and filed of record as the last~WilJ'of Decede~
Letters $ 50.00
Short CertifiCate(s) ~.3.. $ 9'.100'
Ronunciation .... ...1. ..... $ 5.00
~/ Regi~'MWdl~ Mary~C. Lewis
Attorney: '~
Affidavits ( ) '$
Extra Pages( ) ' $
Codicil ...................... $ '
JCP Fee ................... $ 5.00
Inventory .................. $
Other ....................... $
TOTAL ............. $ ~o9.00
LD. No:
NJdrell:
Telephone:
Foe~ ~RW-~ Page 2 of 2
EXECLr~R ROB~.R~ E. SHUEY W'rLL P'rCK UP LE'~'gRS 01-23-2002
21-2002-0076~
RENUNCIATION
In Re Estate' of ..... ~ ..... . ............. deceased.
To the Register of Wills of Northumberland County, Pennsylvania.
the above d~edent; hereby renounce(s) ~e right ~d~nister ~e estate and
respectfully ask(s)~hat Letters ..X,.~...~..B.~.~B..~~.¢~. ......
WlTNESS~hand this ~d. ff..- ..... day of~.~.q~.eo ~.~
· , (Signature)
(Address)
(Signature)
(Address)
REGISTER OF WILLS
OATH OF WITNESS
OF NORTHUMBERLAND COUNTY
TO WILL EXECUTED BY MARK
.......................................................................................... ,. (each)
codicil
a subscribing witness to the will presented herewith, (each) being duly qualified
according to law, depose(s) and say(s) that: testat ....... was unable to sign h ....
name thereto; testat ........ 's name was-subscribed thereto in testat ....... 's presence;
testat ..... , made h .... mark thereon; testat ..... .and deponent(s) was (were) present
when testat ..... 's name was subscribed and when-testat .... made h ....
codicil
mark; and testat .... was present when the undersigned signed the will as witness(es).
Sworn to or affirmed and subscribed
before me this ................... day of
For the Register
(Name)
(Address)
(Name)
(Address)
105.805 REV 9/86
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· ~ :-' ·
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,mUnerllStlled, -/ · Y P , ed at the time. date, andplace;andduetolhecause(i)and ;'1
STATUS REPORT UNDER RULE 6.12
Decedent: ~ ~-~ ~ ~, S~ ~ ~
Name
of
Date of Death: /~-6 ~-.
Will No. ~./o ~-7~ Admin. No.
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:
State ~ether administration of the estate is complete:
Yes ~' No
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. ! is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes 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
d. Copies of ~eceipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: ,~-~0-~ Z- ~'~~ ~L ~
Signaf~re ~ ~
Name (Please type or int)
Addr'es s · -
Tel. No.
Capacity: //Personal Representative
(MAH:rmf/AM3)
~Counsel for personal
representative
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will No. Admin. No. ,~J - Oo~-- -- ~
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
Telephone(~) ~./g.~.._ //~d~'
Capacity: ~"' Personal Representative
Counsel for personal representative
~ COMMONWEALTH OF
~ . PENNSYLVANIA
.ez~~~'~, DEPARTMENT OF REVENUE
· ~'~',~,~"~'~ DEPT. 280601 ~-.
· ."~ ;HA, RRISBURG, PA 17.12,D,06,01
I- OFFICIAL USE ONLY . ~,, ..
R E 0 :: ,4-
I N H E RITAN'CE .TAX~,R E~U RN].~.'~F ~??~? ~.
RESIDENT DECEDENT ~ o~".~' ~:: ~,~ .
Z
LU
LU
LU
LU
"'
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE . .' DATE Of BIRTH (MM-DM-YEAR)
'/-'~- ',,~,~,~o ,/o- '7
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND 'MIDDLE INITIAL)
[~1. Odginal Retum [] 2. Supplemental Return
]4. Limited Estate
[~6. Decedent Died Testate (Attach copy of Will)
E~9. Litigation Proceeds Received
SOCIAL SECURITY NUMBER
" THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WII'LS
SOCIAL SECURITY NUMBER
---] 4a. Future Interest Compromise (date of death after 12-12-82),
[] 7. Decedent Maintained a Living Trust (A~ch c~py of Trust)
E~10..Spousal Poverty Credit (date of death between 12-3%91 and 1-1-95)
[] 3. Rer~ii~d~ Return (date of death prior to 12-13-82)
r~5. Federal Estate Tax Return Required
. 8'. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) (Attec~ Sch O)
Z
FIRM NAME ([fApplicable)
TELEPHONE NUMBER
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. Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5).
5.
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
]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 & A~ministmtive Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. T~tal D~'ductions (to. tal Lines 9 & 10)
12. Net Value ofEst~te(L.,ine 8 minjus, Line 11);.~.~.. ~ " · 7%~,
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
LU
n,'
13,
14.
Net Value Subject to Tax (Line 12 minus Line 13)
(8)
OFFICIAL USE ONLY
·, ,
(12) : .... ~. ,~, _. .,
(13)
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) 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 (18)
19. Tax Due (19)
· .~:~- : ~ ~E~.~RE~~.~.~A~ QUES~NS~O~N RE~ERSE,:~SIDE~A~D~E~HECK*MATH < <
Decedent's Complete Address:
Tax Payments and Credits:
1. Tax, D,u~ il5~.~1 Line 19~,L ? ~'" ~'
2. Credits/Payments
. A. Spousal Pove~ Credit
B. P~or Payments
C. Discount
3. Interes~Penalty if appli~ble
.D::ln~ere~t .....?..
E. Penal~
Total Credits ( A + B + C ) . _(.2)
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the diffeFence. This is the OVERPAYMENT.
(3)
(4)
Check box on Page I 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.- (5)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 +'5A. This is the BALANCE DUE. '" '
· . ....- ...c'.(:~i: :,.'~,L~ak"e"'-Cl~k.'Pa~ab~:to: REGISTER OF WIL..L,.S_,AGENT. ,~ .. :,..~ '. ':
PLEASE ANSWER THE FOLLOWlNG,QUE_'STIONS 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 tr~a~nsfei're,d'. ...... i .................................................................................. []
.... .~: ~. ~ ;~ · · .
b. retain the right to des gnate who shall use the,Property transferred or its income ............................................ []
c. retain a reversionary'interest,'or~:~r ': ' ........... "'~: ........ ' ' '~ ................................................................................................ ' ' ~
d. receive the promise for life of eith,er,-pa.y~n'ts be, ne.fits, or care? ....................................... : .............................. []
If death occurred after December 12, 1982, did deceder~t transfer property within one year of death
without receiving adequate consider0tion?,,....i"...~ .................................................................................................... []
Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death?..: ........... []
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation. ............ :.....: ..................................................................................................... '[]
.IF THE AN.S.WER. Tp:.ANY OF~-THE ABOVE QUESTIONS IS YES,.'YOU MUST.COMPLETE SCHEDULE G AND FILE IT
ASPART OFTHE RETURN.
Under penalties of perjury dec are that ha~'e examined this return includ ng accompany ng.schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete,.
Declaration of preparer other than the personalj[epresentabve ~s based'on all .nformabon of, which preparer has any knowredge. - · ' · '
DATE
ADDRE.~. ' ~' "' '
SIGNATURE OF PREPARER.OTHER THAN REPRESENTATIVE
' 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 taxrate 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)l.
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 is 4.5%, except as noted in 72 P.S. §9116(12) [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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 'E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
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
NUMBER
DESCRIPTION
TOTAL (Also enter on line 5, Recapitulation)
(If more s 3ace is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
REV-1511EX+(I-97)~.~ ~ ~
COMMONWEALTH Of PENNSYLVANIA
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 Persona! Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City state
Year(s) Commission Paid:
Attomey Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
State i Zip
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV*~12 EX * ('~-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
'DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Include unreimbursed medical expenses.
FILE NUMBER
iTEM
NUMBER DESCRIPTION
1.
TOTAL (Also enter on line 10, Recapitulation
(1! more space is needed, insert additional sheets of the same size)
AMOUNT
REV-1513 EX + (I~Z),1 ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T~O( RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
FILE NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outdght spousal distributions)
II.
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Ii - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert additiona!isheets of the same size)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DTVTSTDN
DEPT. 180601
HARRTSBURG,, PA 17118-0601
COMMONHEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-15~7 EX AFP (01-D2)
ROBERT E SHUEY
RR Z BOX 19R
SHAMOKIN
CUT ALONG THIS LINE ~"
,02 MAY 24 / lO :56
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACH
I
05-ZO-ZOOZ
SHUEY
01-08-2002
21 02-0076
CUMBERLAND
101
Amount: Remi'k'l:ed I
ROLLAND
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
RETAIN LONER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01:02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR
DZSALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHUEY ROLLAND E FILE NO. 21 01-0076 ACN 101 DATE 05-20-2002
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~a (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership In~eras~ (Schedule C) ($)
~. Not,gages/No,as Receivable (Schedule D) (q)
$. Cash/Bank Deposi~s/Hisc. PersonaZ Proper~y (Schedule E) ($)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s ~
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cos~s/Misc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. To,al Deductions
12. Ne~ Value of Tax Re~urn
1R/851 .IS
.00
.00 NOTE: To insure proper
.00 credi~ ~o your account,
.00 submi~ ~he upper portion
.00 of ~his form wi~h your
~ax payment.
.00
(8)
8,q~8.1~
1~,851.2:5
~709.5:5
(11)* 1:5.157.67
(lz) 1,69:5.56
15.
1~.
NOTE:
Chari~able/governman{al Bequests; N?n-elec~ad 9115 Trusts (Schedule J) (15) .00
Na~ Value of Es~a~e Sub~ac~ ~o Tax ' (lq) 1,69:5.56
Zf an assessment Nas issued previously, lines 14, 15 and/or 16, 17, 18 and 19 Nil1
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: ~
15. Amoun~ of Line lq a~ Spousal ra~a
16. Amoun~ of Line lq ~axabla a~ Lineal/Class A ra~e
17. Amoun~ of Line 1~ a~ Sibling ra~e
18. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~e
19. Principal Tax Due
TAX CREDITS:
PAYHENT RECEIPT
DATE NUNBER
PAYMENT MUST BE MADE BY lo-o8-2oo2,.
(15) .00 x O0 = .00
(26) .00 x 0~5= · .00
(17) 1,69:5.56 X 12 =_. 20:5.2:5
(i8) .00 x 15 ' .00
('tg)= 20:5.Z:5
( IF'TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DISCOUNT
INTEREST/PEN PAID (-)
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
AHOUNT PAID
.00
205.2:5
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CA):
OBJECTIONS:
ADHIN-
ZSTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- 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 forT`
life or for years, the Commonaealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Ta~es
at the lawful Class D (collateral) rate an any such future interest.
To fulfill tho requirements of Section Z140 of the Inheritance and Estate Tax Act~ Act z~ of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of WiXls p~inted on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLS,. AGENT
A refund of a tax credit, which was not requested an the Tax Return, may be requested by c6mpleting an 'Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at the Office
of the Register of gills, any of the 23 Revenue District Offices, or by calling the special Z4-hour
ansaering service for forms ordering: 1-B00-362-2050; services for taxpayers with special hearing.and / or
speaking needs: 1-800-447-5020 (TT
Any party in interest 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 mithin 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 tho matter determined at audit of the account of the personal representative, OR
--appeal to tho Orphans' Court.
Factual errors discovered on this assessment should be addressed in mriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for ~ Resident
Decedent" (REVelS01) far an explanation of administratively correctable errors ....
If any tax due is paid within three
the tax paid is allowed.
The 152 tax amnesty non-participation penalty is computed on the total of the t~ 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 tho same manner and ]n the tho same time period as you mould appeal the tax and interest
that has been assessedas indicated on this notice.
Interest is charged beginning with first day of dolinquency~ .or nine (9) months and one (13 day from the date of
death~ to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. All taxes which became'delinquent o~ and after '
January l~ 1982 mill bear interest at a rate mhich will vary from calendar year to calendar.year with.that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 ZOZ .000548 1992 92 .000247
1985 162 .000438 . 1995-1994 72 ' .000192
1984 112 .000501 1995-1998 92 .000247
1985 lXZ .000556 1999 7X .000192
1986 102 . O00Z7q ZOO0 82 . O00ZZ9
1987 92 .000247 ZOO1 92 .000247
1988-1991 112 .000501 Z00Z 62 .000164
'L-Interest is calculated os folXoms:
INTEREST = BALANCE OF TAX UNPAID X NUI{BER OF DAYS DBLXN~UENT X DAILY INTEREST FACTOR
--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 shown on the
· Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-11 62 EX(11-96)
CD 001 223
SHUEY ROBERT E
RD#2 BOX 194
SHAMOKIN, PA 17872
fold
ESTATE INFORMATION: SSN: 205-12-7504
FILE NUMBER: 2102-0076
DECEDENT NAME: SHUEY ROLLAND E
DATE OF PAYMENT: 05/28/2002
POSTMARK DATE: 05/24/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 01/08/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $203.23
TOTAL AMOUNT PAID'
$203.23
REMARKS: ROBERTESHUEY
SEAL
CHECK# 5
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
BUREAU OF ZNDTVZDUAL TAXES
'rNHER*rTANCE TAX DTVTS1'ON
DEPT. Z80601
HARRISBURg, PA 171Z8-0601
ROBERT E SHUEY
RR z Box 194
SHANOKIN
CONNONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX.
STATEMENT OF ACCOUNT
R
. .8~;h:~= ~¥* ~,~ ESTATE OF
DATE OF DEATH
FZLE NUHBER
'02 JUL
ACN
QG-Z4-ZOOZ
SHUEY
01-08-200Z
21 0Z-0076
CUHBERLAND
101
Amoun'l: Rem**i.*l:'l:ed
RE¥-1507 EX AFP (01-02)
ROLLAND E
HAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 1701:3
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment.
CUT ALONG THZS LZNE ~* RETA'rN LONER PORT'rON FOR YOUR RECORDS
REV-1607 EX AFP (01-02) ~ 'rNHERZTANCE TAX STATEHENT OF ACCOUNT
ESTATE OF SHUEY ROLLAHD E F'rLE NO. 21 02-0076 ACH 101 DATE 06-24-2002
THTS STATEHENT 'rs PROV'rDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHONN BELO#
TS A SUNHARY OF THE PR'rNC'rPAL TAX DUE., APpLTCAT'rON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, TF APPL'rCABLE,
A PROJECTED 'rNTEREST F'rGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 05-20-2002
PRINCIPAL TAX DUE: ................ : ..........................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
203.23
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-24-2002 CDOOIZZ5 .00 Z03.25
.rF PA.rD AFTER TH.rS DATE, SEE REVERSE
S'rDE FOR CALCULAT'rON'OF ADD'rT'rONAL 'rNTEREST.
( 'rF TOTAL DUE .rS LESS THAN $1,
NO PAYMENT .rS REQU.rRED~
'rF TOTAL DUE .rS REFLECTED AS A 'CRED'rT' (CR),
TOTAL TAX CREDZT 203.23
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF TH'rS FORH FOR ZNSTRUCTZONS. )
PAYNENT:
Detach the top portion of this Notice and submit with yeur payment made payable to the name and address
printed on the reverse side.
-- Zf RESZDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- If NoN-RESIDENT DECEDENT make check ar money order payable to: COHHONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at
the Office of the Register of Wills, any of the Z3 Revenue District Offices or fram the Departmpnt's Z4-haur
ensnaring service for'forms ordering: 1-800-36Z-Z050; services ~or taxpayers Hith Specipl hearing and / or
speaking needs: 1-BOO-447-30ZO (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau
.of Individual Taxes) ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburg, PA 171ZB-060l, phone
.(717) 787-6505.
DISCOUNT:
PENALTY:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount
of the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed an the total of the. tax and interest a'ssessed, and not
paid before January 18) 1996) the first day after the end of the tax amnesty period.
INTEREST:
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 which becaae delinquent before January 1, 198Z bear interest at the rate of
six (BX} percent per annum calculated at a daily rate of .000164., All taxes which became delinquent on and after
January 1) 19aZ will bear interest at a rate which will vary fram calendar year to calendar year aith that rate
announced by the PA Department of Revenue. The applicable interest rates for lgBZ through ZOOZ ara:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 ZOZ .000548 1992 9Z .000247
1983 16Z .000q38 1993-1994 7Z .O0019Z
1984 11X .000301 1995-1998 9Z .000Z47
1985 13Z .000356 1999 7Z .00019Z
1986 IOZ .000Z74 ZOO0 8X .000219
1987 9Z .0~0247 ZOOl ~ 9Z .000Z47
1988-1991 llZ .000301 2002 6Z .000164
--Interest is calculated as folloms:
/NTEREST = BALANCE OF TAX UNPATD X NUHBER OF DAYS DELZNQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent wilt re~lect an interest calculation to fifteen (15) days
beyond the date of the assessment. Zf payment is made after the intmrest computation date shown on the
Notica~ additional interest must be calculated.