HomeMy WebLinkAbout03-0555COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 171280601
REV-1500
INHERITANCE TAX RETURN ~LENUMeER
RESIDENT DECEDENT , 21
i COUNTY CODE
5£3'
O3
YEAR NUMBER
; DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
BLACKSMITH, AURELIA T. 192-16-1640
~ DATE OF DEATH (MM-DD-YEAR) , DATE OF BIRTH (MM-DD-YEAR)
~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
o 12/13/2002 I 12/01/1924
"' REGISTER OF WILLS
C3 I~IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) t SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death pdor to 12-13-82)
11.
12.
13.
14.
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
[] 5. Federal Estate Tax Return Required
12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust) --
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9~113(A) (Attach Sch O)
12-31-91 and 1-1-95)
~HiS~$"E~t'I~N MUST BE GQ~LETED, ~ CO~D~C~ ~ ~O~iCt~ENTiA~ TAX'~ S~ ~E DiREC~ TOt
NAME ]COMPLETE MAILING ADDRESS
Ivo V. Otto III, Esquire
FIRM NAME (if applicable) i
Martson Deardorff Williams & Otto ' Ten East High Street
................ Carlisle, PA 17013
tTELEPHONE NUMBER
717/243-3341
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
Total Deductions (total Lines 9 & 10)
(1) Non~_j
(2) 1,350.72'
None
None
2,167.04
None
9,281.05
10,855.61
180.84
(8) 12,798.81
(11) 11,036.45
Net Value of Estate (Line 8 minus Line 11 )
(12) 1,762.36
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) (14)
1,762.36
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x o00 (15)
or transfers under Sec. 9116(a)(1.2)
16.Amount of Line 14 taxable at lineal rate x °045 (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)
1,762.36 79.31
19. Tax Due
79.31
20. []
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS 505D South West Street
ICI ~STATE pA IZ[P 17103
~'" Carlisle I
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
(1)
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E)
If Line 2 is greater than Line I + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
79.31
0.00
(3) ................. O-00
(4)
(5) __ 79.3 1
(5A) .......
(5B) 79.31
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
_p_reparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATJ~RE OF PERSON RESPONSIBLE FOR FILING RETURN
G/~,L. Blacksmit~ Jif. / ~
SIGNATURE OF PERSON RESPONSIBLE FOR FILINgS-TURN
ADDRESS DATE
1215 Geor~:etown Circle
Carlisle, P.~ 17013 ~//Tf/~
ADDRESS DATE
SiGNATu~F PREPARER ~I-~R THAN REPRESENTATIVE ADDRESS ..... DATE
Ivo V. Ottolll, E~ire~ ~ x ..... . ....
Ien ~asr ~lgQ ~eet _
~~~ C~lisle, PA 17013 Z/'/~Z
For dates of dea~ on or aRer July 1, 1994 and before Janua~ 1, 1905, ~e ~x rote imposed on the net value of transfers to or for the use of ~e
sumiving spouse is 3% [72 P.S. ~91~6 {a) 0.1) (i)].
For dates of death on or aRer Oanua~ ~, 1995, the ~ rote imposed on the net value of transfers to or for the use of the su~iving spouse is 0%
[72 P.S. ~91 ~6 (a) (1.1) (ii)]. The s~t~s not exempta transfer to a su~ivinfl spouse from ~x, and the s~tuto~ requirements for disclosure
of asse~ and filing a tax return am still applimble even if the su~ivino spouse is the only beneficial.
For dates of death on or aRer July ~, 2000:
The tax rote imposed on the net value of transfers from a debased child ~en~-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a steppamnt of ~e child is 0% [72 P.S. ~9~ 16 (a) {1.2)].
The tax rate imposed on the net value of transfers to or for the use of ~e de.dent's lineal beneficiaries is 4.5%, ex.pt as noted in 72 P.S. ~9116
a.2) [72 P.S. ~9~6 (a) 0)].
The tax rots imposed on the net value of transfers to or for ~e use of the de~dent's siblings is 12% [72 P.S. ~9116 {a) (1.3)]. A sibling is defined,
under Section 9102, as an individual ~o has at least one parent in mmmon with ~e de.dent, whether by bl~d or adoption.
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF i FILE NUMBER
BLACKSMITH, AURELIA T. 21 - 03 -
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 48 shares, MetLife Inc., Cusip # 59156R10 28.14 1,350.72
TOTAL (Also enter on line 2, Recapitulation)
1,350.72
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
BLACKSMITH, AURELIA T.
~ 21 - 03 -
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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1
2
3
4
5
6
7
Citizen's Bank, checking account # 6105598701
Cash on hand
The Sentinel, refund
Garnet Management, security deposit refund
Elwood Gardens, rent refund
Comcast Cable, refund
Met Life, dividend replacement check
TOTAL (Also enter on Line 5, Recapitulation)
886.11
248.00
14.10
545.00
453.03
9.21
11.59
2,167.04
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
BLACKSMITH, AURELIA T.
FILE NUMBER
21 - 03 -
ITEM
NUMBER
This schedule must be completed and filed if the answer to any of questions I through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY
their relationship to decedent and the date of transfer.. ?.A,T, .E_O_F._D.E_A_T_H_
Include the name of the transferee, IIVALUI-
UI-
Attach a copy of the deed for real estate.
Citizen's Bank Account # 6142-326114, Aurelia T.
Blacksmith, ITF, Edmund S. Blacksmith (Son), opened
08/21/1998
Citizen's Bank Account # 6146-312339, Aurelia T.
Blacksmith, ITF, John M. Blacksmith (Son), opened,
10/20/1988
Citizen's Bank Account # 6146-708224, Aurelia T.
Blacksmith, ITF, Gary L. Blacksmith, Jr. (Son), opened
02/16/1988
2,196.92
5,058.40
% OF
DECD'S
INTEREST
100%
EXCLUSION i
( F APPLICABLE)
100%
2,025.731 100%
Note: Administration expenses m excess of estate assets
were paid from above assets
TAXABLE VALUE
2,196.92
5,058.4O
2,025.73
TOTAL (Also enter on line 7, Recapitulation)
9,281.05
COMMONWF. ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEH
FUNERAl_EXPENSES&
~TNE COSTS
ESTATE OF FILE NUMBER
BLACKSMITH, AURELIA T. 21 - 03 -
Debts of decedent must be reported on Schedule I.
DESCRIPTION AMOUNT
ITEM
NUMBER
A.
1
2
3
4
B.
1.
FUNERAL EXPENSES:
Hoffman Roth Funeral Home
Hillside Cemetery, interment
Hillside Cemetary, grave marker inscription
Talmore at Oak Terrace, funeral reception
Georges' Flowers
See attached continuation schedule
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
State Zip
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Register of Wills, filing fee, Inheritance Tax Return
EVP, stock valuation report
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
7,082.50
1,279.00
509.00
727.98
45.58
200.00
895.00
15.00
1.55
100.00
10,855.61
Schedule H Funeral Expenses, continued
Valerie Loster, funeral expenses
Romanian Orthodox Church, funeral service
$100.00
$100.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~H
ESTATE OF :FILE NUMBER
BLACKSMITH, AURELIA T. 21 - 03 -
3 Reserved for miscellaneous expenses
100.00
Page 2 of Schedule H
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
BLACKSMITH, ALTRELIA T.
FILE NUMBER
21 - 03 -
NUMBER
I.
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Note: Percentages based on percentage of funds held in trust for each
beneficiary
Edmund S. Blacksmith
222 South Guadalupe Ave. Unit # 4
Redondo Beach, CA 90277
RELATIONSHIP TO
DECEDENT
Do Not Mst Trustee(s)
Son
AMOUNT OR SHARE
OF ESTATE
124% estate residue
John M. Blacksmith
321 York Road
Carlisle, PA 17013
Gary L. Blacksmith, Jr.
1215 Georgetown Circle
Carlisle, PA 17013
Son
154% estate residue
Son
122% estate residue
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee
II.
i NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
~BEING MADE
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
COMMONWEAL~'I OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
BLACKSMITH, AURELIA T.
, FILE NUMBER
21 - 03 -
Include unreimbumed medical expenses.
ITEM
NUMBER
DESCRIPTION
Outstanding checks at DOD, Citizen's Bank account # 6105598703
Sprint, final bill
PPL, final bill
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
i501o0
8.01
22.83
180.84
CITIZENS BANK
Account Number 6 ! 05598703
Account Title AURELIA T BLACKSMITH
Date Opened 1/1/1981
Account Type Checking
Principal Balance as of DOD $886.11
Account Balance as of DOD $886.11
CITIZENS BANK
Account Number
Account Title
6142-326114
Account Type
Principal Balance as of DOD
AURELIA T BLACKSMITH ITF
EDMUND S BLACKSMITH
$2196.7
Interest from Last Posting to DOD $0.22
Account Balance as of DOD $2196.92
YTD Interest to DOD $5.04
Date Opened 8/21/1998
Savings
CITIZENS BANK
Account Number 6146-312339
Account Title AURELIA T BLACKSMITH ITF
JOHN M BLACKSMITH
Date Opened 10/20/1988
Time Deposits
Account Type
Principal Balance as of DOD
Interest from Last Posting to DOD
$5039.14
$19.26
Account Balance as of DOD $5058.40
YTD Interest to DOD $233.19
CITIZENS BANK
Account Number
Account Title
6146-708224
Account Type
Principal Balance as of DOD
AURELIA T BLACKSMITH ITF
GARY L BLACKSMITH JR
$2019.29
Interest from Last Posting to DOD $6.44
Account Balance as of DOD $2025.73
YTD Interest to DOD $67.22
Date Opened 2/16/1988
Time Deposits
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-1162 EX(11-96)
CD 002780
OTTO IVO VICTOR III
10 E HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 192-16-1640
FILE NUMBER: 2103-0555
DECEDENT NAME: BLACKSMITH AURELIA T
DATE OF PAYMENT: 07/08/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/13/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $79.31
TOTAL AMOUNT PAID:
$79.31
REMARKS: IVO V OTTO III ESQ
SEAL
CHECK//2O8
INITIALS: CW
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
· _
~" BUREAU OF ~NDTV/DUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 180601
HARRISBURG, PA 17128-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOHANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
IVO V OTTO
MARTSON ETAL
10 E HISH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:COUNTY
ACN
PA 1701~'~'!'! .
08-18-2005
BLACKSMITH
12-15-2002
21 03-0555
CUMBERLAND
101
Amount Remitted
REV-I$4? EX AFP CDI-OS)
AURELIA T
HAKE CHECK PAYABLE AND REM'rT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
CUT ALONG THZS LINE ~ RETA'rN LONER PORT'rON FOR YOUR RECORDS *~
REV-1547 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAZSEMENT, ALLONANCE OR
BZSALLONANCE OF DEDUCT'rONS AND ASSESSMENT OF TAX
ESTATE OF BLACKSMTTH AURELTA T FILE NO. 21 03-0555 'ACN 101 DATE 08-18-2003
TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATION CONCERN?NG FUTURE INTEREST - SEE REVERS=.
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rmml Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
S. Closely Held Stock/Partnership Interest (Schedule C) ($)
fi. Mortgages/Notes Receivable (Schedule D) (fi)
$. Cash/Bank Deposits/Misc. 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 Expansas/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liab/litios/Lians (Schedule I) (10)
11. Total Deductions
1/350.72
.00
2/167.0q
.00
.00 NOTE: To /nsura proper
credit to your account,
submit the upper portion
.00 of this form with your
tax payment.
9/281.05
(8)
10,855.61
12.
13.
lq.
NOTE:
180.8q
(11)
Nat Value of Tax Return (12)
Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Nat Value of Estate Subject to Tax (lq)
Zf an assessment was issued previously, 11nee 14, 15 and/or 16, 17,
12,798.81
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L/nm lq at Spousal rata
16. Amount of Line lq taxable at L/noal/Class A rata
17. Amount of Line lq at Sibling rata
lB. Amount of Line lfi taxable at Collateral/Class B rata
19. Princ~ )al Tax Due
;AX CREDZTS:
PAYMENT
RECETPT DT~COUNT (+J
DATE NUMBER INTEREST/PEN PAID (-)
07-08-2003 CD002780 . O0
IF PAID AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ll.03&.q5
1,762.36
.00
1,762.36
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
TOTAL TAX CREDZT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
79.31
AMOUNT PATD
79.31
.00
.00
.00
(15) .00 x 00 = .00
(16) 1,762.36 x 0q5= 79.31
(~7) .00 x 12 = .00
(lB) .00 X 15 = .00
(19)= 79
18 and 19 will
RESERVATION:
Estates of decedents dying on or before December 11, 1961 -- 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 Coeaon#aalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR}:
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act ~ of Z000. (72 P.S.
Section 9lqO).
Detach the top portion of this Notice end submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF N/LLS, AGENT
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-ISIS). Applications ara available at the Office
of the Register of Hills, any of the 13 Revenue District Offices, ar by calling the special Z4-hour
answering service for forms ordering: 1-800-S62-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-5020 (TT only}.
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest} es 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. ZalOZ1, Harrisburg, PA 17118-1011, 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 ba addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Raviee Unit, Dept. 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. Sam 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 (5) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, end 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 time period as you would 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 (93 months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent an and after
January 1, 1981 will 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 for 1981 through ZOOS ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yea.~r Rate Factor Year Rate Factor
1981 ZOZ .000548 1987 91 . O00147 1999 71 . O0019Z
1985 16Z .OOO4S8 1988-1991 llZ .OOOSO1 ZOO0 81 .OOOZ19
1984 117. .000301 1991 9Z .000247 2001 97. .0002q7
1985 ISZ .000556 1995-1994 77. .000192 2002 6Z .000164
1986 lOZ .000Z74 1995-1998 92 .O00Zq7 ZOOS 5Z .000157
--interest is calculated as folloes:
TNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTNiiUENT X DA/LY TNTEREST 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.