HomeMy WebLinkAbout03-0449COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-I$00
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFIC)AL USE ONLY
FILE NUMBER
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
F- Hoke, Grace, G 183 07 8916
~ DATE Of DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
L~ 1/22/03 12/25/16
(g REGISTER OF WILLS
uJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
[--~1. Original Return
[-~4. Limited Estate
[--~ 6. Decedent Died Testate (Attach copy of Will)
----19. Litigation Proceeds Received
]~]2. Supplemental Return
[~4a. Future Interest Compromise (date of death after 12-12-82)
---]7. Decedent Maintained a Living Trust (A~tach copy of Trust)
[~]10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
[~13. Remainder Return (date of death prior to 12-13-82)
J---] 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 Andrew C. Sheely, Esquire
FIRM NAME(IfAppti~ble) Andrew C. Sheely, Attorne'
at Law
TELEPHONE NUMBER
(717)697-'7050
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 Property (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 & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Beductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
COMPLETEMAILINGADDRESS
Andrew C. Sheely, Esquire
127 S. Market Street
P.O. Box 95
Mechanicsburg,
PA 17055
. ~
O~ F ~FFICIA~;I~.,E
"~ 5~ ONLY
14.
9,860 '43
923.87
7~245.50
(8)
183,626.05
(11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(12)
(13)
(14)
10,784.30
Li9~,871.55
0
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)
MID PEi BANK
www. rnidpennbank, com
February 3, 2003
School Road
545 E. Grand Avenue
Tower City PA ,17980
7-9 E MaI~- S~met
Tremont PA ~7981
($70) 695-3358
40~ Der~ Street
HarrisSurg PA 17111
(717) 558-~1~4
Hallf~ ~hopping Plaza
3763 Petem Mtn Road
Halifax'PA 17032
(717) 896-8258
1001 PetemM~ Roaa
Dauphin PA '17018
(717) 921-8899
4622 Carlisle Pike
Mechanicsb~ PA 17055
(717) 76!-2480
5~ Main Street
Lyke~s PA 17048
(71~) 4~-7185
2615 N. ~nt Strum
H~rrisbu~ PA 17110
(717) 233-7380
Andrew C. Sheely
127 South Market Street
P.O. Box 95
Mechanicsburg, PA 17055
Re:
Estate of Grace G. Hoke
Date of Death: January 22, 2003
SSN: 183-07-8916
Dear Mr. Sheely:
In response to your recent letter requesting information on the accounts of
Grace G. Hoke, I have accumulated the necessary data below:
Account #: 430355 - Checking Account
Date Opened: February 7, 1973
Account Name: Grace G. Hoke
Balance DOD: $1,847.73
Balance Accrued Interest DOD: $0.00
Total DOD Balance: $1,847.73
Joint Ownership Names: Grace G. Hoke
Keith Hoke
Date Joint Ownership Established: February 7, 1973
Account #~.
Original Issue Date: January 15, 1993
Maturity Date: January 15, 2013
Account Name: Grace G. Hoke
Balance DOD: $8,134.58
Balance Accrued Interest DOD: $6.10
Total DOD Balance: $8,140.68
Joint Ownership Name: N/A
301075728 - Certificate of Deposit -Burial Reserve
Member FDIC
Estate of Grace G. Hoke (Cont.)
Account #: 306071559 - Certificate of Deposit - Burial Reserve
Original Issue Date: January 22, 2001
Maturity Date: January 22, 2011
Account Name: Grace G. Hoke
Balance DOD: $1,117.23
Balance Accrued Interest DOD: $0.17
Total DOD Balance: $1,117.40
Joint Ownership Name: N/A
If you have any questions, please call me at 717-692-2133.
Sincerely,
Beverly S. Hand
One Hundred Dollar,'and 35/100 Cents
KEITH HOKE
404 BEACON STREET
NEW CUMBERL~D PA 17070
PRESGWER~AN ~OME$. INC.
~"000 ],P. OG~' ,:o]&o?r=, &so~-'E ],ooo? ?t, ~tp.,. "
EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
GRACE G. HOKE FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
Keith A. Hoke
404 Beacon Hill Rd.
New Cumberland, PA
17070
Son
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOrNT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES'
2/7/73 Mid Penn Bank $1,847.73 ,~0% $023.87
Checking Account - #430355
Grace G. Hoke/Keith A. Hoke, Jt. Ten
Joint Ownership Established: 2/7/73
TOTAL (Also enter on line 6, Recapitulation) $ $ 923.87
(If more space is needed, insert additional sheets of the same size)
Main Office:
349 UniOn Street
Mlllersbt~rg PA 17061
(717) 692-2133
(717) 896-3140
Office Locations:
2 E Main Street
Eltzabethvllle PA 17023
(7171 362-8147
School Road
Dalmatia PA 17017
(570) 758-2721
545 E Grand Avenue
Tower City PA 17980
(717) 647-2157
7-9 E Main Street
Tremont PA 17981
(570) 695-3358
4098 Derry Street
Harrlsl3urg PA 17111
(717) 558-2144
Halifax Shoooing Plaza
3763 Peters Mtn Road
Halifax PA 17032
(717) 896-8258
1001 Peters Mtn Road
Dauphin PA 17018
(717) 921-8899
4622 Carlisle Pike
Mechanicsburg P,~ 17055
(717) 761-2480
550 Main Street
Lykens PA 17048
(717) 453.7185
2615 N. Front Street
Harrisburg PA 17110
(717) 233-7380
We're Your Neighbors at
MID PENN
www. midpennbank, com
February 3, 2003
Andrew C. Sheely
127 South Market Street
P.O. Box 95
Mechanicsburg, PA 17055
Re: Estate of Grace G. Hoke
Date of Death: January 22, 2003
SSN: 183-07-8916
Dear Mr. Sheely:
In response to your recent letter requesting information on the accounts of
Grace G. Hoke, I have accumulated the necessary data below:
Account #: 430355 - Checking Account
Date Opened: February 7, 1973
Account Name: Grace G. Hoke
Balance DOD: $1,847.73
Balance Accrued Interest DOD: $0.00
Total DOD Balance: $1,847.73
Joint Ownership Names: Grace G. Hoke
Keith Hoke
Date Joint Ownership Established: February 7, 1973
Account #; 301075728 - Certificate of Deposit - Burial Reserve
Original Issue Date: January 15, 1993
Maturity Date: January 15, 2013
Account Name: Grace G. Hoke
Balance DOD: $8,134.58
Balance Accrued Interest DOD: $6.10
Total DOD Balance: $8,140.68
Joint Ownership Name: N/A
Member FDIC
. REV-1511EX * (t-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GRACE G. HOKE
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
FUNERAL EXPENSES:
11;
5.
6.
7,
DESCRIPTION
REINHARD FUNERAL HOME
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
404 BEACON SILL RD.
Street Address
City State
Year(s) Commission Paid:
AttomeyFees ANDREW C. SSEELY, ESQUIRE, PER AGREEMENT
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
KEITS A. SOKE, EXECUTOR
i?C"C,
Street Address
c~
Relationship of Claimant to Decedent
Probate Fees
State Zip
Accountant'sF~s
T~RetumPreparefsFees
REIMBURSEMENT TO KEITH A. HOKE, EXECUTOR -
EXPENSES FOR TRAVEL, MILEAGE AND MISC. EXPENSES
FILING FEES FOR INHERITANCE TAX RETURNS
Reserves ~o conclude adminis%ration of Estate
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
$5,855.50
625.00
475.00
$ 75.00
15.00
200.00
$ $7,245.50
Reinhard Funeral Home, Inc.
Michael J. Lucas, Supervisor
malucas@epix, net
512 Market Street
Millersburg, PA 17061
www. reinhardfuneralhome.com
717-692-2949
fax: 692-2315
Monday, January 27,2003
Keith Hoke
404 Beacon Hill Road
New Cumberland, PA 17070
Dear Keith,
Thank you for selecting our funeral home to provide services for your family during your bereavement. I
hope that you found our services to be of the highest standards and that they met your needs and those
of your family and friends.
The following is a summary of the service charges as previously explained and provided in written form
and herein indicated as PAID-IN-FULL.
Grace G. Hoke
SUMMARY OF EXPENSES
TOTAL OF SERVICE RENDERED
LESS: Total Payments
LESS: Refund of Overpayment
CURRENT BALANCE
$5,855.50
9,261.82
3,406.32
$0.00
Keith, this shows the amount received from the bank less the total funeral expenses which includes the
additional death certificates and the $74.00 for the newspaper notice. I will also contact you a little later
concerning the doors. Thanks.
If the~,are an,v questions or concerns that remain unanswered, please call me.
SincetelY~.~,'.. / .~ ~
," '~ ..~/'/...'t ////?,
Superviso~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE !
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Include unreimbursed medical expenses.
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
1,
Department of Public Welfare
Class 3 and 6 Liens (see attached letter)
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$183,626.05
183,626.05
ANDREW C SHEELY ESQUIRE
127 S MARKET ST
P 0 BOX 95
MECHANICSBURG PA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
March 06, 2003
Re: GRACE HOKE
CIS #: 830119689
SSN: 183-07-8916
Date of Death: 01/22/2003
Dear Mr. Sheely:
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $183,626.05 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $26,763.65, was incurred
during the last six months of the decedent's life; therefore, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $156,862.40,
is to be entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
Sharon E. Smith
TPL Program Investigator
717-772-6397
717-772-6553 FAX
Enclosure
"~EV-1513 EX.+,'(1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATEOF GRACE G. HOKE FILENUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
II.
1.
KEITH A. HOKE
404 Beacon Hill Road
New Cumberland, PA
17070
SON
100% of
Rest, residue
& remainder 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 additional sheets of the same size)
LAST WILL AND TESTAMENT OF GRACE G. HOKE
I, GRACE G. HO~tE, a resident of the Borough of Miltersburo,
Dauphin County, Pe'ansyl'va. nia, being of sound and disposing mind,
memory and understanding, do hereby make, publish and declare this
instrument to be my Last Will and Testament, hereby revoking any
and all wills by me at any time heretofore made.
ITEM I: I d~rect my hereinafter named Executor to pay
all my just debts, funeral expenses, adm.~.~istration ~.~.xpettses and
funheritance, estate, succe~'
,~,olon or exo~so taxes~ ~'hioh I owe oP tna~
become due on accot'mt of my death, as sooa as may be conveuient after
my decease.
ITEM II: I give, devise and bequeath a].l the rest, residuc~
a~d remainder of my estate, bo i~ real,_ p~,~.~o~al" "'s- · or mixed[~ of wlx~'L;over
nature and wheresoever situate which I may o~.,~n o'P have the --" ....
dispose of at the time of my dece&se~ to my son, Helth A. Hoke of
%59 Meadow Dr~ve~ Camp Hill, Pennsylvania.
ITSM Iii: I hereby nominate, censt'ltute and appoint my sen,
Keith A. Hoke, Executor of this my Last Will and Testament, with
full power' ~_~ his discretion to do any and all things necessary'
for the complete administration of my estate, with full power to
sell at public or private sale and without order of court Guy real
or personal property belo'aging to my estate, and to compound, com-
promise or otherwise to settle or adjust any and all claims, cha-~'ges,
debts and demands whatsoever against or in faw~r of my estate as
fully as I could do if liv~ng.
Grace G. Hoke
IN WITNESS WHEREOF, I have hereunto set my hand a~d
seal to this my Last Will a':~_d Testame~'~t this /~'day~ of
February, A.D., ~_.
Grace G. Hoke
Signed, sealed, published aud
declared by' the above-named Grace
G. Hoke as and for her Last Will
aud Testament, iu the prese:~ce of
us, who at her request, iu her
prese~ce at~d in the presence of each
other, we believir~g her to be of sound
atud disposing mind, memory and understandi, t'~g,
have here~uto subscribed our r~ames as witnesses
this /~day of February, 'I.D., 19'75.
BUREAU OF INDIVIDUAL TAXES
/NHERITANCE TAX DIVISION
DEPTo 280601
HARRISBURG) PA 17128-0601
ANDREN C SHEELY ESQ
127 S HARKET ST
PO BOX 95 .... r
MECHANICSBURG PA 17055 '~.,
COMNON#EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAXSENENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTXONS AND ASSESSMENT OF TAX
RE¥-1547 EX AFP (01-05)
~2~:~' ~ DATE 07-28-2005
~- ESTATE OF HOKE
DATE OF DEATH 01-22-2005
FILE NUMBER 21 05-0449
'03 JUL 2g ;:' ? ~I~NTY CUHBERLAND
ACN 101
Amount
GRACE G
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGTSTER OF ~TLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
CUT ALONG THIS LINE I~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTTCE OF ZNHERTTANCE TAX APPRA/SEMENT, ALLO#ANCE OR
D~SALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOKE GRACE GF~LE NO. 21 05-0~9 ACN 101 DATE 07-28-2005
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
fi. Mortgages/Notes Receivable (Schedule D)
E. Cash/Bank Depos~ts/M~sc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/M/sc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilltles/Liens (Schedule 1) (10)
11. Total Deductions
12. Ne~ Value of Tax Return
9~860.~$
925.87
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper portion
.00 of this form w/th your
~ax payment.
.00
(8)
7,2~5.50
1:5.
1~.
NOTE:
ASSESSMENT OF TAX: 15. Amount of Line 1~ at Spousal rata
16. Amount of L/ne 1~ taxable at Lineal/Class A rata
17. Amoun* of L/ne 1~ at Sibling rata
18. Aeoun~ of LLnm 1~ taxable at Collateral/Class B rata
19. Pr/nclpal Tax Due
TAX CREDTTS:
PAYmeNT RE~CEIPT DTSC~UNT (+)
DATE NUMBER /NTEREST/PEN PAID (-)
183,626.05
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Nat Value of Estate Subject to Tax (lq)
Tf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL /NTEREST.
(15) .00 X O0 =
(16) .00 X 0~5 =
(17) . O0 x 12 =
(18) .00 x 15 =
(19)=
10,78~.$0
AMOUNT PAID
190.871.66
180,087.25-
.00
180,087.25-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
18 and 19 wlll
( IF TOTAL DUE 1S LESS THAN $1, MO PAYMENT ZS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CRED/T" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR XNSTRUCTIONS.)
.00
.00
.00
.00
.00
.00
.00
.00
.00
RESERVATION:
Estates of decadents dying on or before December IZ, 1DmZ -- if any future interest in the estate is transferred
in possession or enjoylent to Class B (collateral) beneficiaries of the decedent after the expiration cf any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class D (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADH/N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side.
--Make check or money order payable to: REGISTER OF #ILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance end Estate Tax" (REV-1315). Applications ara available at the Office
of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Z4-hour
enamoring service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3010 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shomn on this Notice must object within sixty (60) days of receipt of
this Notice by:
--eritten protest to the PA Daparteent of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171za-ioz1, 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 Reviae Unit, Dept. 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. Sea 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 (3) calendar months after the decadent's death, a five percent (51) discount of
the tax paid is allowed.
The 15X 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 same manner and in the the same ties period as you mould appeal the tax end interest
that has been assessed as indicated on this notice.
interest is charged beginning with first day of delinquency, or nine (9) eonths and one (1) day free the date of
death, to the date of payment. Taxes mhich becaee delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after
January l, 1981 will bear interest at a rate xhich will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Rata Factor Year Rate Factor Year Rate Factor
1981 ZOZ .000548 1987 91 .000247 1999 71 .000191
1983 161 .000438 1988-1991 llZ .000301 2000 81 .000219
1984 111 .000301 1992 91 .000147 2001 91 .000247
1985 131 .000~56 199~-1994 71 .OO019Z ZOOZ 61 .000164
1986 101 .000274 1995-1998 91 .000147 Z003 51 .0D0157
--Interest is calculated as follows:
TNTEREST = BALANCE OF TAX UNPAXD X NUMBER OF DAYS DELINQUENT X DAXLY TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. Xf payment is made after the interest computation date shown on the
Notice, additional interest must ba caLcuLated.