HomeMy WebLinkAbout94-00158
REV-1543 EX AFP 11-91'.
COKNONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 210601
HARRISBURG, PI 17121-0601
fl{- I f{ HI
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
No.n.9,-I"
94106010
02-19~94
ESTATE OF TRIMMER
5.5. NO. 201-18-7631
DATE OF DEATH 11-29-93
COUNTY CUMBERLAND
TYPE OF ACCOUNT
J ~ SAVINGS
CHECKIHg
TRUST
CERTIFICATE
RENIT PAYNENT AND FORNS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
EDITH
TRIMMER JR
1 STRAWBERRY DR
CARLISLE
JOHN M
PA 17013
HARRIS SAVINGS BANK hu provided thl Dlpllrt.,nt with the Infor"Uon lbt,d belOlil which hll bun unci In calculating the
potentl.1 tlX due. Their ,..corde Indlclt. that at the d..th of the IIbov. dlcedlnt, yoU WI,.. II joint owner/beneficiary of thl. account.
If you ,..1 this Infor..tlon I. Incorrect, pl.~.. abte!" written corr.~tlon 'rol the flnencl,l InstItution, ,tt.d, . copy to thl, fori
find r.tHrn it'tr the ftbttve addl'''''" Th" ar.,..nunt h hut""'" tn l'f:r'nrtllVW'!8 with tlulo ["n.rItMU Taw IlIIw. n' tn. Co.........lth nf Penn,..,lv.,,"..
Que.tlonl ..y b. an'~r.d by calling (111) 1a1~a521.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 17-60-000786 Dot. 07-16-92
E.tablhh.d
Account Bolonc. 1.294.24
P.rcont To.obl. X 50 . 000
A.ount Subject to T.. 647.12
T.. Rota X .06
Pot.nUal To. Ou. 38" 83
PART TAXPAYER RESPONSE
[!] l!i;,M~~9R~i.1~j'jR~~_i;!r~~~ii~q!W:!lii'~~'i;~!fY~f~~9~~l;jj"T.u"j~s,q~!I~j!IAA~~D'!l!l<r!l~~'!!Cln9~;
A. ~ The abov. Infor.aUon and h. due is corrllCt.
~ 1. You ..y chao.. to ra.lt payaant to th. R.glltar of Willi, with two copl.1 of thlt notlc. to Obteln
. discount or .vold Int.rest, or you ..y check bok "A" MCl raturn this notlc. to thtl R.ght.r of
Willi and an official ........"t wUl b. t"uM by the PA DaplrtHnt of RlvlI'IUI.
To Inlur. proper cr.dlt to your ICCCklnt, two
(Z) Copllll of thla notlc. lUst ICCO.,MY your
payaant to the RlGlltlr of Will.. Hak. chack
plyabl. to! "Rqltt.r of WUla, Agent".
NOTEI If te. PIy'antl Ir. lid. within th....
(5) eonth. of the d.c.d....t.. d.t. of a.ath,
you "Y d.ouct a SiC dllcount of the t.x du..
Any lnharlttnel tlk due wUl b.CON d.lInqu."t
nln. (9) lanth. .ft.r the detl of d.,th.
[CHECK ]
ONE
BLOCK
ONLY
B. 0 Thai abov. GIIl.t has b.en or will ba raport.d and tlk paid with the P""".ylvBnJ. InharJtenc. hie r.turn
to be fU.d by the dlcedent'. rapr.....t.tJv..
c. 0 Thai IIbov. lnfon.Uon J~ncorrlCt and/or debts and daduc:tJon. wer. Pllltt by you.
You MI.t COIIpl.t. PARr l!J lind/or PART [!] b.low.
If you indicate a different tax rat., pl.... .tat. your
r.lation.hlp to decedent.
PART
~
.AA R~iUftA - CuHFijiAiiu~
LINE 1. Oat',E.tobllchod
2. Account Salanc.
S. P.rcent T.xable
~. Aoount Subj.ct to T..
S. Dobh ond O.ductlon.
6. Aoount Toxllbl.
7. Tax R.t.
a. Tax Du.
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"lPFF, Jl;I, AIl:U,SE!OH" Ii, Y:',IT1'AA,' F\ll!
"DEl!~iit"ENr'(iFREvEN'ijj:'i;l:!
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OF
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2
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5
6
7 X
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38. P,~8
DEBTS AND DEDUCTIONS CLAIMED
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PART
@
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
~N '" .-:- t
"
.....,
~,o.
TOTAL CEnter on Line 5 of Ta. C~t.tlon. .
Undor ......1 U.. of por jury. I d.clar. that tho
coopl.t. to tho bo.t of ., knowlodgo end boll.f.
",~~ '1\ ~\"h~'" "1-
TAXP. SIGNA UK
fKtl I hliva I"eIMtrted aMy. are true, CON'ect and
HOME (:,1 I ':/{, "jPI,c,
WORK ( ,
TfLEPHO E NU"I R
GENERAL INFORMATION
1. FAILURE TO RESI'1lNU WILL RESULT IN AN gFFICIAL TAX ASSESSNENT .lth ...11....10 In...... b.... an Infar..llan
' 'ubllittlld by the flnlnOt,l In.tltuUon.
Z. IntMritlnCl tax beeOH, ddlnquent nln. IIOl"lth..ftlr thl dlctd.nt', dlt. of d..th.
S. A joInt acCCMI'lt h tl..l, .IVln though the dlcld."t', n.... .... added II . ..ttar of conv'nIMel.
4. Account. (InCluding tho.. h.ld batween hu.band and wi'.) which thl decadent put In joint n.... within on. Y'lt prior to
d..th' 't. fully tl..al, II tran,f.r..
5. Account. ..tel1.tMd Jointly IMibl..n hu.bend Bnd wH, .or. than on. y..t prior to d..th It. not tlKabll.
6. Account. held by . decedent "In tru.t for" another or oth.re It. taMebl, fully,
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK A .. [f the Infon.tion Md cOIIfK.ltltlon In the noUcl It. corr.ct and dHuctlon. .t. not belng Chlad, piKa an "X"
In block ft," of P.tt 1 of thl! "TaMpaVlt A..pon.... .ectlon. Sign two copl.. end .ut.U th.. with YOlIr chick for the IItItOIM\t of
tlX to thl Rlal,tl'" of Will. of the countv Indic.ted.,Th. D.p.rt..nt of R.~.nu. Mill i.sue en officl.l ......aent
(For. REV~I54a EX) upon r.ceipt of the R.turn fr~ the R.gilt.r of Willi.
2. aLOCK a ~ If t~ ....t .plclfied on thl. notJee hi' bien or will ~ raported end tex paid ~Jth thl PennsvivanJa Inh.rltenc.
T.IC Rlturn fHId bv the decect....t.. r.prllentaUv., pi.c. In "X" In block "a" of Pllrt I oftha MT.kp.var A..pon.... sactlon. Sign ona
copy encI return to the PA Depart.."t of R.venue, Bur.au of Indivhfual TaICI', Dlpt 280601, H.rrllbura, PA 17128~0601 In thll
IIlv.IGpII provIded. .
,. alOCK r .If the notlca Infor.atlan J. Incorract and/ordeductlon. ar. b.lng cl.i.ad, chick black "C" and caapl.t. P.rtl2 Ind 5
eccordlng to the In.truction. btilaN. Sign tw cOf'lla. end .ubIIlt th.. with your chack far the ..ount of tak plvllbl. to the Regllt.r
of Nlll1 of the county Indicated. . Th. PA Dlplrtlllnt of Revenu. wll1 1..Ut1 Dr1 offlci.1 .........t (Fora REV~IS41 EX) upon recalpt
of tho r.tur~ fro. the Rlli.t.r of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Ent.r the dlt. tn. account orlgln.llY Ma. ..tablished or titled In the .ann.r Iki.tlng .tdat, of d.8th.
NOTE: For a dacldwlt dying aft.r 12/12112: Accounts which the d.cllant put In Joint n.... Mlthln on. (I) Yllr of ,death ar.
t.xabl. fully.. tran.f.r.. How.vlr, there I, an Ikclu.lon not to exceed 15,000 pftr tran,f.r.. r.gardl... of the valu. uf
the account or the nuabar of accounts h.ld.
If a doubl. ..t.rl.k (MM) appear. b.fotl vaur fir.t nlll, In tha .ddra,. portion of thl. notlel, the 15,OaO .xcluslon
'Ireadv ha. baon daducted frOll the account bal.nc. .. raport.d bv the financial Institution.
2. Enter tlMa totel bill InCa of the .CCOWlt Including intara.t IItCctued to the data of da.th.
5. The parcant of the .cco""t that Is taMIIII. for aach IUrvlvor 11 dataraln.d .. folhtM.:
A. Th. p.rcMt taMable for .1a1nt o...ta IItabl1lhad lOr. than on. yaar prior to the d~dMt.. d..thl
I DIVIDED IY TOTAL IU(IER OF DIVIDED !Y TOTAL OlEA OF X 100 . PERCENT TAKAnE
JOINT OWNERS SURVIVING JOINT OWNERS
EX..I.' A joint ....t r.g"ter.a In the n... of th. dac.dent lWId two oth.r par.gn..
I DIVIDED IY S (JOINT OWNERS) DIVIDED BV 2 (SURVIVORS) . .167 X 100 . 16.7:( (TAXABLE FOR EACH SURVIVOR)
I. ThI p.rcant taxllbl. for ....t. cr.atad within ana y..r of the dacadent.. dllth or .ccounts oWMd bv the d.cldent but hlld
In tru.t for 8nDthar IndivlduelCI) (tru.t banaflcl.rl.I)'
1 DIVIDED IY TOTAL NUHlER OF SURVIVINl:f JOINT
OWNERS OR TRUST IENEFICIARIES
)( 100 . PERCENT TAXABLE
ExaIlPI., Jalnt account r....t.red in the "... of the Hcad.nt lWId two oth.r p.nons Bnd ..tabl1sh.d within one v..r of d..ttl bw
the dKOdent.
I DIVIDED IY 2 (SURVIVORS) . .50 X 100 . sn: (TAXAaLE FOR EACH SURVlVOA)
,. T~ IlICMIt subject to t'Jrl Ulna It) fa .t.ralnad bW -..ltlpblng tha account b.lanc. Ulna 2) bw tha parelnt t'kabla Uln. S).
5. Entar tne total ot tM Clbts ana deducUons lbilCl 1n ..art ).
6. The MOUnt taxabl. '(lIne 6) II d.t.ralned by lubtracting tha d.<s end deduction. Ulna 5) froe the IIIOUI'lt subject to tax Ulna 4).
'1. Ent'r the approprl.te tak rata (lIM 7) a, dlt.ralned balON.
A. Tren.f.r, to 11,...el a,cendanh Includlne father, IIOthar, husblN'ld, wlfl, ,on, daught.r, gtandchlldnn, IDn~I"~IIW,
daughtar~I".I..., .tepchild end thalr I..", ar. taxablo at ,he patc."t (6:0.
a. T,.en,'.r, to aU othln Including brotMr, .1st.r, uncia, aunt, nephaM and nlsea ara t."abl. at fift..... p.rcont USX).
C. If wau ~ the talC rat., pl.... lI>>ICifW wour ral.Uonlhlp to the decadent in thl ara. provided.
I. Tha MOUnt of talC due (ll,... I) is Htaralned by ....ltlplvll\l the IlItOUnt t.M.,la Ulna 6) by tha talC t.t. Ulne 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabt. and dedUction. ata detar.lned .. follow.,
A. You l...lh ar. rasponl1bl. for pa,.."t, Of' tho ..tat. IIiUbJect to acIIIln"traUon bw . ptlrlOft81 r..r.....t.Uv. 11 l"wHictent
to' paw the aductlbla it....
I. You IKtualh paid thI cklbh .ft.r .ath of thIi decacMnt and can furftlatt proof of paVHftt.
C. Debts baing clalMd ....t be -U...ll'ad fulh In P.rt S. If additional speca 11 needed, u,. plain PlPlr 11ft"" II 11". Proof of
pe~t ..v be r.qUlltad by the Pi o..rtMnt of R.v~.
. . .. .. .. CE
"'<""','",'i"",,'><",'>',i..,,"'TAXPAYER'..ASSISTAN '..'. ."., ...' '.,"
. .i:,I F YOU NEED FURTHER IHFORMA nON OR ASS I STANCE, , CONTACT ANY
,>'REGISTER OF WILlS, ,PA ,DEPARTMENT OF ., REVENUE DISTRICT OFFICE
....'.ORCALL.THEJUREAU OFIHDIVIDUAl. TAXES.. TAXPAYER. INQUIRY UNIT. IN.
.,>>, ....<>.... IIA11RISIURGAT (717) 787-8327.
_OF
NOnCE I
To .fulfIII the requir...nt. of SIctlon2140 of the InherItancI and E'tata ra_ Act, Act ZZ of 1991. (72 P.S.
Section 2140).
'PA't'tENT:
o.tach the top portion of thh Hotica and _ubait Nlth your pay..nt to tM Raghtlr of WIU, printed on the
rive,... lidtl.
-- Met, check Dr IOMy orde,. payable to: RECISTER OF WILLS, AGf:HT.
All PIYtlent, r'c.lv~ lhell flret b. appUed -to any Intl,...t whIch ally be dul, with eny ,....lndl,. applied to tM tllC.
REFUND CeA):
A ,.Iftnt of a tax 'credit, which M.. not rlqua.tld on the tll( return, .ay bl ,.aquutect by c_IaUng WI "'AppllcIUDn
for R'fund of Pannlyl".,,!a InheritancI and Eltat. ralC"' (REY-1313). AppUcaUonl ara IvaUabla at the OfficI of
thl Rlg1,ta,. of Willi, any of the 25 RaVlnY1 DI.trlct OffiCI' Dr by cellini thl .peclal Z4~hour InlwerIng ..rvlc.
~r. for for.. orderlnglln P~lylYanl. l-aOO-362-2050, out.ld. Pann.ylvanl. end ~lthln loc.l
HIIrrbburg .r.. (717) 7a7~ID94, TDD' (717) 77Z~ZZ52 (H..rlng IlIPalred Only).
OIJECTIOHSI Any plrty In Int.r..t not ..thflad with thl Ilpprlll...."t~ IUGWanc. or dh.Uovanc. of dtlducUon. Dr .........t
of tax (InclUding dl.count or Int.rl.t) a. shown on thli Notlc. ..y Object ~Ithl" .Ixty (6D) d.y. of recllpt of
thll MoUe. bYI
.-Mrlttan prot..t to the PI Deplrt.."t of Rlvenue, Board of app.al., Dept. ZII0Zl, Herrl.burg, PI 17IZa~I02l, OR
u.lectlng to hlvtl tM latt.r cMtlr.IMd at the IUdlt of the aceount of the; por.onal repr..."tat1vt1, OR
"appa.l to the Orphan.' Court
ADlUN-
ISTRATlYE
CORRECTIONSI
Factual Irrotl d1lcov.r~ on this .......ant .hould ba addr....d In Mrlting to: PA Departlant of Rev...,
aur..u of Indlvl,dull T...., 17TNI Po.t A......."t R.vlew unit, DEPT. Zaa6DI, Herrlsbur., PA 17121~06DI
PhonI '(717) 7I7-65D5. Sa. PI~ :s of the booklet "In.truction. for lnh.rltenc. 'axR.turn for a A..ldent
Decadent.. (REV-ISOI) for an ..plenltlon of IdIlnl.tratlvlly ,correctabla .rrar..
DISCOUNT:
If MY tlk due b paid Mithln thrH (:5) calendar .unth. Iftlr the dle.."t'. dAth, I flvI parc."t (5:1:)
dlacount of the hM paid h IUowed.
INTEREST I
Intlr..t Is charged begllWllnll ~Ith fir.t day of dlUnquenCY, or nlM (9) IIOIlth. end one (1) d.y
fr. the data of death, to the dIItl of paVNnt'. Tak" Mhlch bee... dlUnquMt bafor. hnuarv I, 1912
Mer lnter..t at the r.t. of .b (6:1:) perc."t par annua CII1culatld .t I daUy rat. 0' .DDoI64.
AU t.... MhlCh .... delinquent on or Ift.r January 1, 1'.2 ~UI baar Intar..t at II r.t. which Mill v.r, '''011
cal"r ,..r to cllendar Yllr .,Ith that rat. llmOUncact b, the P' DaparttNlnt of Rewnua. The .,lIc_il
Intere.t r.t.. for 1912 through I". .ra:
YIlt Int.,...t R.t. D.lly Int.r..t Fedor xur {nt.rut R.t. DIlly I...t.,..t Fltetor
191' to% .ODO". I'" m .010274
1915 lOX .00041' 1917 'X .01"47
I'" lit .DDOlol 1'11-1991 m .1I1S1l
1915 In .DDDSS. 1992 .X .ODOh7
1":S~I99tt ox .001192
....lntar.1t It calcul.tact II fallowlI
INTE:REaT . IALAllCE OF TAX UlCPlIO X NVNIER OF DAYS DELINQUENT X DAILY IIlTEIE:IT FACTOR
~-Afty NoUce, 11..... .ft.r tN te_ *... chI11nquant .,111 rlUect an Int.r..t calculltlOt'l to fJftMn (15) ..,.
beyond the date of the ..h.....t. If Plr....t 11 ... oftar the ',nt.r..t COlIIPUtaUon dat. IhoMn on trio
Notice, oddlt1.".l Int.,...t IIUIt be c.lculatecl.