HomeMy WebLinkAbout03-0326 COMMONWEALTH OF
PENNSYLVANIA
DEPARTMEN~ OF REVENUE
DEPT. 280601
'~~ ~RISBURG, PA 17128-0601
/ 7-/j¢./3
REV-1500
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INHERITANCE TAX RETURN
FILE NUMBER
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Zewe, Mary A
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
09/26~02 03/01/22
SOCIAL SECURITY NUMBER
178-16-6067
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (I~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
r~m1. Odginal Return [] 2. Supplemental Retum
[] 4. Limited Estate [] 4a. Future Interest Compromise (dar, ordeath a~ 12-12.92)
[] 6. Decedent Died Testete(Ara~hcop~o(v~) [] 7. Decedent Maintained a Living Trust ¢ktteaqr. op/ o( Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date or~$~, beu~een 12-31-91 and 1-1-95)
NAME COMPLETE MAILING ADDRESS
Gerald E. Zewe
1899 Douglas Drive
Carlisle, PA 17013
0.00
0.00
0.00
0.00
2,426,96
0.00
0.00
(11)
(12)
(13)
(14)
(8)
15.00
]3. Remainder Return (~ ofdee~h p~or to 12-13-82)
]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
m---) 11. Election to tax under Sec. 9113(A) (A~tech Sch O)
2,426.96
15.00
2,411.96
0.00
Gerald E. Zewe
FIRM NAME (ffAp~icable)
2,411.96
108.54
TELEPHONE NUMBER
(717) 258-4856
1. Real Estate (Schedula 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 Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
J~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscelbneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funerel Expenses & Adminbtrative Costs (Schedule H)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
Total Deductions (total Lines 9 & 10)
108.54
9. (9)
10. (10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmentel Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Nat Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line t4 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 2,411.96 x .o 45 (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)
0.00
Decedent's Complete Address:
ISTREET ADDRESS
1899 Douqlas Drive
crrYcadisle
I STATEpA J ZIP17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
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. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
108.54
0.00
0.00
0.00
1 08.54
0.00
108.54
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 cam? ...................................................................... [] []
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 secudty at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non.probata 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 pa,~ of perjury, t Gm,~u ~at I have ~,,(zb~r ~d Jh~$ ~,,,~h induang au.,ui~en3nng schedules and statements, and to the best of my knowledge and be#ef, it is true, cormd and cemplets.
De~ of preparer otmr ~an ~e personal m¢omenta~ve is ~ on ~1 i~ ~ ~ p~r h~ ~ ~.
SIGNATURE ~ERSON RE~NSIBLE FOR FILING R~URN
_
Gerald E. Z~e, C~Executor, 1899 Douglas Drive, CaHisle, PA 17013
,~///,/DATE !
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE 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 exemot a transfer to a surviving spouse from tax, and the statulory requirements for disclosure of assets and filing a tax return are slill applicable even if
the surviving spouse is the only beneficiary.
For dales of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenly..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 lo or for the use of lhe decedents lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The lax rata imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at Jessi one parent in common with the decedent, whether by blood or adoplion.
REV-1508 EX+ (6-98)
COMMONWF-_ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ma~/A. Zow~
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ITEM
NUMBER
1.
tndude the proceeds of litigation and the date the proceeds were received by the estate.
AH propertyjointJy.owned with right of survivorship must be disolosed on S~hedule F.
VALUE AT DATE
DESCRIPTION Of DEATH
PNC Bank, regular checking account #50-8024-4832
Thornwald Home, resident refund
$1548.46
$878.50
2,426.96
TOTAL (Also enter on line 5, Recapitulation)
(if more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary A. Zewe
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA1TVE COSTS
FILE NUMBER
Debts of d__-~_ ent must be reported on Sebedute T_
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
5.
6.
7.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Add mss
City State,
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
cr~
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Ratum Pmparer's Fees
State __Zip
15.00
TOTAL (Also enter on line 9, Recapilulation) $ 15.00
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary A. Zewe
SCHEDULE J
BENEFICIARIES
FILE NUMBER
NUMBER
[!
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List T~_~_~tee(_ s) OF ESTATE
TAXABLE DISTRIBUTIONS [include out~ight spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Gerald E. Zewe
1899 Douglas Drive
Carlisle, PA 17013
Donna C, Rudolph
22820 Sago Pointe Drive
Unit 2301
Bonita Springs, FL 34135-8457
Son
Daughter
One half of Estate
One half of Estate
ENTER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE BISTRIBUTIONS:
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 C~ REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
For the period 10/2~/2002 to 11/22/2002
NARY A ZENE
1899 DOUGLAS DR
CARLISLE PA 17013-1018
Primary account number. 50-8024-4832
Page 1 of 1
Number of enclosures: 0
For 24-hour customer service or
current rates: Call 1-888-PNC-BANK
IIIl~Mngl~ Please contact us at 14188-PNC-BAN~
15RI Write to: Customer Service
PO Box 609
Pittsburgh PA 15230-9738
]~ Visit us at www. pncbank.com
IDD terminal: 1-800-531-1848
For hearing impaired cUcnts only
Now You Cah~ Sh~op Online with Peace of Mind -- inlzoducingVedfled-by l/isa® l!
Ensure that only you can use your PNC Bank Check Card to make purchases online at participating merchants. Password prot,
your check card by enrolling today at www.pncbank.com/verified. It's fast. It's easy. And it's free!
Account number: 50-8024-4832 Account Link ® number: 0178166067
Balance Summary
Beginning Deposits and Checks and other
balance o{her additions deductions
1,548.46 .00
Ending
balance
.00 1,548.46
Average monthly Charges
balance and fees
1,548.46 .00
Mary A Zewe
FORM95~
For the period 09/25/2002 to 10/25/2002
MARY A ZEWE
1899 DOUGLAS DR
CARLISLE PA 17015-1018
Primary account number: 50-80244832
Page 1 of 2
Number of enclosures: 1
~ For 24-hour customer service or
current rates: Call 1-888-PNC-BANK
Moving? Please contact us at 1-888-PNC-BANK
I~ Write to: Customer Service
PO Box 609
Pittsburgh PA 15230-9738
Visit us at www. pncbank, com
TDD terminal: 1-800-531-1648
For hearing impaired clients only
Mow You Can Shop Online with Peace of Mind -- Introducing Verified by Visa® !!
Ensure that only you can use your PNC Bank Check Card to make purchases online at participating merchants. Password protect
~our check ~u-d by enrolling today at www.pncbank.com/verified. It's fast. It's easy. Anti it's free!
Kegular Check;-g Account Summary =a~ A Zewe
~,ccount number: 50-8024-4832 Account Link ® number: 0178~166067
Balance Summary
Beginning Deposits and
balance other additions
2,252.01 985.45
Checks and other Ending
deductions balance
1,689.00 1,548.,16
Average monthly Charges
balance and fees
1,682.40 .00
rransaction Summary
Checks paid/ Bank card/POS
withdrawals transactions
] 0
Total ATM PNC Bank MAC
transactions ATM transactions
0 O
Account Information Teller
assistance catls transactions
O 0
Other MAC ATM Other ATM
transactions transactions
0 0
Please see the Activity Detail section for
additional information.
~ctivity Detail
)ate
~O/Ol
t0/03
)eposits and Other Additions
Amount Description
175.45 / Direct Deposit - Pension-CE
Amalgmnaied Life 178166067
irect Deposit -Soc Sec
S Treasuiy 303 178166067A
~hecks
There were 2 Deposits and Other Additions
totaling $985.45.
:heck Date Reference
,umber Amount / paid number
[ 050 870.00J 09/30 029733647
)nline and Electronic Banking DeduCtions
)ate Amount Description
[0/04 810.00 Direct Payment- Reversal
US treastnT 303 178166067A
There is 1 check listed totalin~l $879.00.
There was I Online or Electronic Banking
Deduction totaling $810.OO.
FORMS53R
For 24.hour customer service:
Call: 1-888-PNC-BANK
Accotmt ,,tm~bez: 50-8024-4852 - continued
Far the ~
MARY A ZEWE
Primary account number. 50-8024-4832
Page 2 of 2
Data Balance Date
09/25 2,252.01 10/01
09/30 1,37:~.01 10/03
Balance
1,548.46
2,S58.46
Ditl
10/04
Balance
1,548.46
OF
MARY A. ZEWE
I, MARY Ao ZEWE. of 351
County, Pennsylvania, being
understanding, do make and publish this,
Testament, hereby revoking all former Wills
heretofore made.
ITEM I. I direct that all inheritance and estate
becoming due by reason of my death, whether such taxes
Moore Street, Millersburg, Dauphin
of sound mind, memory and
my Last Will and
by me at any time
ta~es
may be
payable by my estate or by any recipient of any property shall be
paid by my Co-Executors out of the property passing under ITEM
III of this Will, as an expense and cost of administration of my
estate. My Co-Executors shall have no duty or obligation to
obtain reimbursement of any such tax so paid, even though on
proceeds of insurance or other property not passing under this
Will. In the absolute discretion of my Co-Executors, such taxes
may be paid immediately, or the Co-Executors may postpone the
payment of taxes on future or remainder interests until the time
possession thereof accrues to the beneficiaries.
Mary
Page 1 of 2 pages
ITEM II. I give, devise and bequeath my set of Noritake
china to my daughter, Donna C. Rudolph. In the event Donna C.
Rudolph should predecease me, I give, devise and bequeath the
china to my granddaughter, Natalie A. Hudson.
ITEM III. I give, devise and bequeath all the rest,
residue and remainder of my estate, in equal shares, to my
children, Donna C. Rudolph, of Mechanicsburg, Pennsylvania, and
Gerald E. Zewe, of Carlisle, Pennsylvania, or to the survivor of
them.
ITEV IV. I nominate, constitute and appoint my daughter,
Donna C. Rudolph, and my son, Gerald E. Zewe, as Co-Executors of
this, my Last Will and Testament. In the event either is unable
or unwilling to so act the survivor shall serve as my sole
executor. It is my desire that my Co-Executors serve without
bond.
IN WITNESS WHEREOF, I have set my hand and seal to this,
Last Will and Testament, typewritten on
pages, this ~-- day of
1990.
this and one
my
(1) other
Mary A~. Ze~e -
COHMO~WEALTH OF PENNSYLVANIA :
: SS
COUNTY OF DAOPHIN :
I, MARY A. ZEWE, testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to Law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I
signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein contained.
Sworn or affirmed to and acknowledged.before me, by MARY A.
Not~ry Public
CG~NONWEALT. OF PENNSYLVANIA :
C~E~X OF DAUPHIN :
M. Sc o SWAt
~i~ned ~illingl~ and that ~he executed it as her free and
vo].umtary act for the purposes therein expressed; that each of us
in ~e hearing and sight of the testatrix was at that time
eiqh%~en or more years of age, of sound mind and under no
co~s%rain% or undue influence.
Sworn or affirmed
vitnesses, this ~
to and subscribed to before me
day of
Witne.~ ~ . ~4 .
ic -//
Ka~]~ ~. Ly~ N0m~ P~
3 Mi~r~T Bc~ O~n C~J~
~ ~mmi~ ~ Ju~)' 25,
by
21-2003-326
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.
CD
REV-1162 EX(11-96)
002434
ZEWE DIANE R
1899 DOUGLAS DRIVE
CARLISLE, PA 17013
fold
ESTATE INFORMATION: SSN: 178-16-6067
FILE NUMBER: 2103-0326
DECEDENT NAME: ZEWE MARY A
DATE OF PAYMENT: 04/11/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/26/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $108.54
REMARKS:
TOTAL AMOUNT PAID:
$108.54
SEAL
CHECK# 2071
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDZV'rDUAL TAXES
TNHERI*TANCE TAX DTVZSTON
DEPT. Z80601
HARRTSBURG,, PA 171Z8-0601
GERALD E ZEWE
1899 DOUGLAS DR
CARLISLE
COHMONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOT/CE OF INHER/TANCE TAX
APPRAZSENENT, ALLOHANCE OR D/SALLOHANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF
DATE OF DEATH
FZLE NUMBER
'03 MAY 23 AtO COUN;
ACN
PA
O5-Z9-ZO05
ZEWE
09-26-ZOOZ
21 05-0526
CUMBERLAND
101
AMount ReMitted
RE¥-1;¢7 EX AFP (01-05)
NARY A
HAKE CHECK PAYABLE AND REM'rT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG TH'rS LINE ~ RETAIN LOWER PORTTON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOT'rCE OF 'rNHERITANCE TAX APPRA'rSEMENT, ALLO#ANCE OR
D?SALLOWANCE OF DEDUCT'rONS AND ASSESSMENT OF TAX
ESTATE OF ZEWE MARY AFILE NO. 21 05-0526 ACN 101 DATE 05-19-200~5
TAX RETURN HAS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVAT'rON CONCF-RN'rNG FUTURE ZNTEREST - SEE REVERSE
APPRAISED 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 Znterest (Schedule C) (3)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/H1sc. Personal Property (Schedule E) (5)
6. Jointly O~ned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/AdH. Costs/Nisc. Expenses (Schedule H) (9)
10. Debts/Nortgage Liabilities/Liens (Schedule 1) (10)
11.
12.
15.
1~.
NOTE:
ASSESSHENT OF TAX:
15. Aeount of L/ne Zq et Spousal rata (15)
16. Amount of Line Zq taxable et Lineal/Class A rata (16)
17. Amount of Line lq at Sibling rata (17)
18. Aeount of Line 14 taxable et Collateral/Class B rata (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEZPT DZSCOUNT
DATE NUNBER ZNTEREST/PEN PA~D (-)
0q-11-2005 CD00ZqSq
Total Deductions
Nat Value of Tax Return
CharitabZe/governeental Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Sub~ect to Tax
[f an assessment ~as lssued previously, lines 14, 15 and/er 16, 17, 18 and 19
reflect f/gures that lnclude the total of ALL returns assessed to date.
· O0 NOTE: To insure proper
· O0 credit to your account,
· O0 subeit the upper portion
· 00 of this form with your
Z ~ q26.96 tax payment.
.00
.00
(8) Z,q26.96
15.00
.00
(11) 1~. O0
(12) Z,qll.96
(13) . O0
(1~) Z,qll. 96
.0O
· O0 X O0 : . O0
2,q11.96 x Oq5= 108.5q
· 00 X 12 = . O0
· O0 X 15 = .00
(19)= 108.5q
ZF PAZD AFTER DATE /ND/CATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
AHOUNT PAID
108.5q
TOTAL TAX CREDIT [ 108.5q
BALANCE OF TAX DUEI .00
INTEREST AND PEN. I .00
TOTAL DUE I .00
( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ~S REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TN~S FORM FOR 1NSTRUCTZONS.)
RESERVATION:
Estates of decedents dying on or before December 12, 1982 -- If any futura interest in the estate is transferred
in possession ar enjoyment to Class D (collataral) beneficiaries of the decedent after the expiration of any estate for
11fa or for years, the Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTZCE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #ILLS, AGENT
A refund of a tax credit, ahich ass not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest nat satisfied with the appraisement, aIIoeance, or disaIlaaance of deductions, or assessment
of tax (incIuding discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--aritten protest to the PA Department of Revenue, Board of Appeals, Dept. Z8102I, Harrisburg, PA ITIZD-IOZL, OR
--election to have the matter determined at audit cf the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue,
Durmau cf Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Sas page 5 of the bookIet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an expIanation of adeinistrativeIy correctable errors.
If any tax due is paid within three (3) calendar months after the dscadent's death, a five percent (52) discount of
the tax paid is alloeed.
The 152 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 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 mould 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 mhich became delinquent before January 1, 1982 bear interest at the rate of
six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Departaant of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rata Factor Year Rate Factor Year Rate Factor
1982 202 .000548 1987 92 .000247 1999 72 .000192
1983 162 .0D0438 1988-1991 112 .000301 2000 82 .000219
1984 112 .000301 X992 9Z .000247 2001 92 .000247
1985 132 .000356 1993-1994 72 .000192 2OOZ 62 .000164
1986 102 .000274 1995-1998 9X .000247 2003 32 .000137
--Interest is calculated as folloas:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 1NTEREST FACTOR
--Any Notice issued after the tax becomes delinquent ail! 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.
BUREAU OF /ND/VZDUAL TAXES
ZNHERTTANCE TAX DTVTSTON
DEPT. 280601
HARRISBURG, PA 17128-0601
CONHONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
ZNHERTTANCE TAX
STATEMENT OF ACCOUNT
REV-I&O7 EX *FP C01-g$)
DOROTHY J PETRANCOSTA
MONTGOMERY ETAL
518 N HAIN ST
BUTLER PA 16001
DATE 09-07-2004
ESTATE OF RITTELMANN
DATE OF DEATH 03-12-2004
F'rLE NUMBER 21 04-0526
COUNTY CUMBERLAND
ACN 101
I Amoun~ Remi~:~:ed
PAUL A
HAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment.
CUT ALONG TH'rS L'rNE ~'* RETAZN LONER PORTZON FOR YOUR RECORDS
REV-1607 EX AFP (01-03) ~ 'rNHER'rTANCE TAX STATEHENT OF ACCOUNT
ESTATE OF RTTTELMANN PAUL A F'rLE NO. Z1 04-0526 ACN 101 DATE 09-07-2004
THTS STATEHENT TS PROV/DED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELOW/
'rs A SUNHARY OF THE PRTNCTPAL TAX DUE., APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, 'rF APPLTCABLE.,
A PROJECTED /NTEREST F'rGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-Z$-Z004
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
10,877.Z1
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT P~
06-09-2004
08-25-2004
REFUND
545.86
.00
TF PAZD AFTER THTS DATE, SEE REVERSE
S'rDE FOR CALCULAT'rON OF ADDZTIONAL TNTEREST.
( IF TOTAL DUE TS LESS THAN
NO PAYHENT TS RE~UTRED.
'rF TOTAL DUE 'rS REFLECTED AS A 'CREDZT' (CR),
13.40-
TOTAL TAX CREDZT
10,877.21
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS. )