HomeMy WebLinkAbout94-00173
REV-1543 EX AFP 11-911_
. A 'C~r'OHWEALTH OF PENNSYlVANIA
lIE~ARTHI!HT Of REVE"-'E
BUREAU Of IHDIVIDUAl TAXES
DIP!. lI06Dl
HARRISBURa, PA 17121.0601
11-j-llI:l-'IJ
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 .- (t' '( - 1/';
ACN 94104915
DATE 02-18-94
TVPE OF ACCOUNT
M ~ SAVINGS
CNECKING
TRUST
CERTIFICATE
REHIT PAVHEHT AHD FORHS TO.
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
BESSIE
ESTATE OF PRIAR
5.5. NO. 179-12-4977
DATE OF DEATH 11-29-93
COUNTY CUMBERLAND
GARDNER
5 E MANOR AVE
ENOLA
DOR I S J
I'A 17025
DAUPHIN DEPOSIT BANK. hili preYldld the DlPert..nt with thl Infar.atlan Illtld bllow which hll bl.n ultd In cllculatlnD the
potlntlal tlX dul. Their r.cordl Indlcltt thlt at thl dllth of thl aboy. dlcedlnt, you wlr. I Joint owntr/b.ntflcl.rv of \hl. lecount,
1# you ,..1 thh Jnfor..Uon II Incorrect, pi.... obt.i" wrlth" correction frol the fll1anoltl Inltitutlon, .ttllch. copy to thll for.
?OM" r~"J..!"!t '.. ~~,~ c~~"':" ,=~~~::.. l!":l' _::;,'.'!t; ',"::,.':~ I.', ;,;.l......~.:.,~" ..:~:, ~:,. t":,.,~~,...,,.. ;0..... ~...I..: i;... ........I"..'nllll ul "lllUl'~loIlIli..
Cluutlon. "IV bt Dnlwtrtd by CIUJng (717l 717'8327.
COMPLETE PART 1 BELOW N " N SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account He, 0054140757 D.t. 03-29-88
E.hbU.h.d
Account Bolone. 2 , 631 , 22
P.rc.nt ro..blo K 50 , 000
A.ount Subj.ct to T.. 1, 315 , 61
T.. R.t. K ,06
Pohnthl To. Duo 78.94
PART TAXPAYER RESPONSE
CUI FAILURI TO RI8POND WILL RE8ULT IN AN OFFICIAL 1AX AS81SSHIHT BA81D ON THIS.NOTICI I
A.
To In.url proper crldl t to your lecount, two
Il) oopl,. of thl. not lei "Ult ~cco'plny your
plyunt to thl RIlIlIhr of Willi. Hakl chick
payabll tOI "RIIII'tlr of Willi, Aglnt",
HOTEl If tu pay..nt. erl IIdl within thr..
(3) .onth. of thl dlcld.nt's dltl of dl.th,
you .ey dsduot I 5X dIscount of thl tax dUI.
Any Inherltlnol tu dol wUl beco.e dellnqulnt
nlnl (9) .onths Iftlr the dati of d..th.
[CHECK ]
ONE
BLOCK
ONLY
f1J Th. .boVI tnforutton and tu dul h corrlot.
1. You 1111'1 choo.. to relit paY.lnt to the Righter of Willi, with two oopl.. of this not lei to obtain
. dlloount or avoid Int"ut, or you uy chsck box "A" and return thh notlcl to thl Rsgllter of
Willi and Itn offlohl Ill......nt will bl IUll.d hy thl PA n.plrt.ent of Rlv,nu..
If you Indlc.t. . dlff.r.nt t.. r.t., pl.... .t.t. your
r.l.tlon.hlp to d.c.d.nt.
I. 0 Th, lOOvl a...t hn b.en or will bQ reportld Ind hx paid '11th the PIN1Iy!vanh Inhtrttoncl hx return
to b, flied by thl dloldlnt's rlprl.ftntltlvl.
C. c=J Thl abovl Infor'ltlon 1~=lncorrlot I'Ind/o~tbts and dlductlons Wlrl Plld by you.
You IUlt cOlplttt PART L!J Indlor PART l~ bllow. _
. .tCIAlcJUSE O"'~ 0 AAF
EPARTHElH OF "~EVENUE
PA
PART
[!J
lAX H~TURN . CUH~UlAlION OF
LIHE 1, D.t. E.t.blhh.d 1
2. Acoount e.lanc. 2
3. P.rc.nt T...bl. 3 K
4, AMount Subj.ct to T.. 4
5, D.bh and D.duotlen. 5.
6. A.ount T...bl. 6
7. T.. R.t. 7 K
e. T.. Du. e
TAX ON JOINT/TRUST ACCOUNTS
PART
@]
DATE
DEBTS AND DEDUCTIONS
PAD
1
2
3
4
5
6
7
8
CLAIMED
.
r1'1
,.,"
---'
r..'
.,.,
..,4
~~.J
)'. ;"
r.
"
,
."
'.'
PAID
1
PAVEE
DESCRIPTlO~1
AMOUNT PAID
-
TOTAL IEnt.r en Lln. 5 cf T.. Conput.tlonl
I
.
.-. .
--.-
Und.r pln.it!.. of Plrjury, I dicIer. th.t the flct, I hlv. rlported above Ir' true, oorreot and
c""loto to tho but 0 ,ny kncd.dg. .nd b.lI.f. '/:12-3:,30
2f?/94
D TE
GENERAL INFORMATION
. "'" . ...
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT .lth ,ppllc,bl' Intor..t b...d on In/.rullon
lubIIltttd by the Hnenel.t Institution.
Z. InherltltllCl hM bleoH. delinquent nlnt tonths aft., tho dICldlnt', dati of dllth.
3. A Joint ROCount II "ubi, IV'" though thl d.lllldlnt'. na.. wat lIdded III ft IlItt.r of oon....nl.ne..
" Acoount. (Inoludlng tho.. h,ld b.tw..n husband "nd wllll which the dlc.dlnt put III joint n.... within ont YI.r prior to
dI.th url fully tllClblt I' tranlf.r.,
5. Aocountl ..tllblhMd jolnth blt....n hu.b~d IOd w1f. lor. than one y..r prior to d..th .,., not ttxlbl..
6. Account. hlld by II dlOldMlt "In tru.l for" lnoth,r or othtr. ar, hlHlbl. fully,
REPORTING INSTRUCTIONS - PART
1 . TAXPAVER RESPONSE
1. BLOCK ^ ~ If the Infor..t1on Ind COlput,tlon In the notIcI fir. corrlot nnd dltJuotlon. ar. not btlng oltlUd, plect an OIl("
In block "A" of Plrt 1 of the "rlMpeYlr R..pon.... lIotlon. Slon two oopl.. and .ub.lt thu with your oh.ck for thl .lIOOOt of
taM to thl R.gllter uf Willi of thl county Indlcattd. Thl D,p"'..nt of R'Y'flUI wJ11 luuI .n offlolal .......ent
(For. REV-1541 E~) upon r.c.lpt of the Rlturn 'roe th, R,gl.t'r 0' Will..
Z. BLOCK a - 11 thl ..ut 'Plclflld on thlt notict hili bttn or will bt "porttd and hit paid with tht Ptnfllylyanla Inh,rltance
hit Rtturn flltd by the dtCldlnt'. rtflrlllntatJVt, placl an ")(" In block "a" 0' Part J of th' "Tlltpa~1r Ruponu" notJon, Sign one
cop~ and rlturn to the PA Dfplrt.tnt 0' RIYlnUt, Burtau of Individual Tlltll, Dlpt Za0601, l1arrllburg, PA 171ZI-0601 In the
tnvtloPt proyldtd.
!. ~t':::~!:. ~l ~j.'" .~~!:.- "f.":'.'-~ l~ '........~.... ...,",1.., ...........1...,. ..,... ,"..1.." ,1'1I\1...rt. ,.....,.11 hi...,.\( "r." ,.",. r....,gl,.... a,1rt. 2 "'\11!'
aocordlng to the InltruotJonl below, Sign two coplll lIItld .ubalt thl' ..lth your chack for thl "outlt of ta. pay.bln to tht Rlg!sur
of Will. of tht county Indlnttd. Tha PA n'Plrt.ant of R.v.nut will 1111.1. In offiolal a..Il....nt (For. REV"1548 EX) upon r.c.lpt
of the rlturn frot the R.gl.tlr of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r th, dlt. the locount crlglnlllly Will Iltab1hhld or tlt1~ In thl tiMer Ilthtlng at date of death.
HOTEl For a d.e.d.nt dylnllafhr lZlll/811 AccounU which thl d.c.d.nt put In joint tiatll within on. (1) y.ar of dllth Ira
tllelblt fulh II trlln.fl". Howevlr, there I. an eMolu.lon not to Iltctod n,ooo per tran.fartl relllrdl... of thl valul of
tht eceount or thl nuablr of aocountl hlld,
If I doubl, ..tarhk (1111) IlPP'u' b.for. your ftrlt ne.. In the IIddre.. portlon of thl. notlct, the n,ooo 'Mclu.lon
alread)' hll bI.o dtduehd frcI the acoount balancl III reported by th. flMl10lal In.tltutlon.
Z. Enhr thl tohl bllencl of the account lnoludlng lnt.rut aceruld to the data of d..,th,
5, Th. Pltc,"t of thl Icccunt thlt It taxablQ hr 81ch .urvlvor 11 dlttr.ln.d II' followlI
A, The Plrc.nt tlMlbl. for joint al..t. .Itllblllh.d lort thlln on. y.ar prior to the d,cld,nt'. dlathl
1 DIVIDED BV TOTAl HUHBER Of
JOINT OWHERS
EXNflltl A joint ....t resrlttar.d
DIVIDED BY TOUL HUHBER Of X 100 . PER-~ENl TAXABLE
SURVIVING .JOINT OWNERS
In thl n... of the d.tldlnt Ind two other p.r.on.,
I DIVIDED BY 1 (JOIHT OWHERS) DIVIDED BY 2 (SURYIVORS) . .161 )( 100 . 16,1% (TAXA!LE rOR EACH SURVIVOR)
a. Tht pltclnt taMable for ....'" crntld within on. ylar of the Olc.dont'. death or accoonh ~n.d by thl dlcodlnt but hlld
In trult for another IndlvlduaU.) (trult bln.flclarl")l
I DIVIDED BY TOTAL HUM!ER OF SURVIVING JOINT
OWNERS DR TRUST BEHEFICIARIES
)( 100 . PERCENT TA)(ABLE
EMa.pl.' Joint account rlgl.t.r.d in th. n... of thl dlc.dlnt Ilnd two oth.r p.r.on. and ..tabll.h.d within on. ~'Ir of d,.th by
tha dlc~.nt.
I DIVIDED BV 2 (SURVIVORS) . .50 X 100 . 50X (TAXABLE FOR EACH SURVIIJOR)
.;, Th. MOunt lubf-ct to taM (lInl 4) I. d.ter.lnad by lultlplYlng thl nccuunt bllanca (lln. 7.J by thl Pltc."t taxablt <lIn. ]),
S. Entlt the total of the dlbtll and deductlun. Illt.d In Part ~,
6. Tha HOunt tuablt (1lnl 6) I. d.taralnld b~ 'ubtraetlng thl debh and d.ductlon. <lln. 5J (ro. the a.ount .objtot to talC 11Ina 4).
1. Enter the appropriate tu rat. <lIn. 1) II d.ter.lnld b.low.
A. Trln.flre to lIn..l dllelnd.ntl Including father, lather, hUlband, Wlfl, lon, dlught,r, grandChildren, lon-In.la""
daughter-1n-h.., stepchild and thejr 1..1.1. IIr. taxllblo nt lhe plto.nt (6%),
I, Tren."r. to all othlrl Including brother, .itter, unch, aunt, nephlll and nl.c. art taxablt at flltun plrunt 115:<L
e. If you change the tll( rllt., pi.... IPlclh ~our relatlonlhlp to thl dlcld.nt In thl ".. provld.d.
I. The .ltOunt of talC due C1ln. 8) I. d.tar"lnld by .ultlplyjng HI' 1I.0unt tllxabla <lIn. 6) b~ the taM rat. Clln. 1),
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
AUowobh dlbts and d.ductlonl art d.ter.lnld II folloWl1
A, You hglllY ara ,..pontlbl. for pay..nt, or tht utat. .ubjlct to adllllnhtratlon hy II perianal rtp,.untatlv. I. insufflolant
to PlY tht dlductlbl. Ihu.
a, You Ictullly paid thl dlbt. tlfhr duth of thl dleldlnt and can furnl.h prOof of Ply..nt.
C, O.bt. b.lng cl.l.ld IU.t b. Itlllnd fully In Pllrt 3. If additional .pIC. It nlld.d, 1.111 platn paper 1 1/2" M 11", Proo' 0'
ply.ent ..y b. r.qul.t,d b~ the PA nlPart.ant of Rlv.nu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORHATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILL5. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-B327.
"
" .
PURPOSE Of'
HOlltEI
To fulfill thl r.qu!r...,t. of l.aUaR !litO of U~. Inheritlnol ~"d flt.,_ 'IIC Aot, Aat U of 1991. (72 P,I.
SOoUon Z1~0),
PAYt4EHTI
Detach the tOP portion of thJt MoUa. Ind lub.U -.lth your PUI."t to tM Righter 0' M11l1 printed on the
rly"lI .Ide,
.. Hlkl Clh.o~ or lon.v order pIY'blt tal REGISTER or WILLI, AOENT.
All ply.."t, r.c.lvld.hll1 flr.t bt IPpl1.d to tny Int.rut whteh ..y bt due, with tny r..tlnder IppU,d to thl till.
REFIJIlD (tRII
. rlfund of . tlM cr,dlt, ",hleh M" not rtqulltld on th. t.1C r.turn, ..y bt rlqunhd by co.pl.Un, In "AppllalUon
for Refund of P'M'Vl"l"l, Inn.rltlnn Bnd Elt.tI 1Ix" CREY-Un). Applio.Uonl Irt a"lll1bl' at thl OfficI of
the R"hter of tU11" .fly of thl ZS Plv.nul Olltrlot Offloll or by ClUing thl .plcltl lii-hour "MIMlrlng IIrv1c.
nuIb.r. for for.. orderlngl In Ptnnlvlvlnl, 1.aOO.562~20S0, outside P.nn.vlvanh and within local
Hlrrhburg .r.. (717) 717~ao9~, TDD' (717) 712~22S2 (tit.d"g I.palr.d Only).
oa..'ECTlOHtI Anv pub In Int.rut not IItllft.d with thl apprals.""t, ollowann or dlullowanc. of d.duotlon. or ........nt
of tl)( (Jnoludlng dhtount or int.r.lt) II Ihown on this Notlca ..y obJlot within ditty (60) d.n of rlo.lpt of
thh NoUal bVI
.~wrltt.n protut to thl PA Olp.rt..nt of R.v",~, lOlrd of APPlll., DIPt. 211021, H.rrhburg, PA 17121~1021, Oft
--.l.otlna to h.vI the ..ttlr datar.tn.d .t the audit of the aooount of thl p.r.onal r.pru.ntat1u., OR
--1PPI.l to the Orphanl' Court
ADIIIN-
ISTRAllVE
tDllREtTlDHSI
FlotU.1 .rrort dhcav.r.d on thll ........nt .hould b. .ddr....d In writing tal PA D.plrtl.nt of Rlv.nut,
lur.1U af IncUvldual TaxII, ATTNI PClt A.......nt R.vl.w Unit, DEPT. 210601, Hlrrhburg, PA 17121-0601
PhonI C711> 717~6S0!i. S.. plgI :s of thl bnok1.t "Inltruction. for InherItancI TIM Rtturn for I R..IGint
D.o.dtnt" (REY'IS01) for In 'Kpllnltlon of Idllnlltr.tlvllV aarreotab1t Irrorl.
DlltDUlfTI
If any tlX Out I. paid within three (J) cal.nd.r .onth. Iftlr thl d.aldlnt', dl.th, I flvl Plrctnt (IX)
dhoount of thl tllC plld 11 .110wed.
IHTEREST.
Int.rllt It ch'rttd beginning with first dlV of d.11n~nClV, or nine (9) aonthl and one (U d.y
frOll thl dati of d..th, to the dati of p.v..nt. flxlI whloh blel.. de11nctU1nt blfarl Januarv I, 1912,
b.ar Inter..t It the rata of a1M U:O pucent per IMUII ollculllltad at I dallv rat. of .00016~,
All tlWII which b.ol" dlllnqutnt on or If tar J..nulrv I, 1912 wll1 bllr lMtr..t at I r.t. whlOh will vary frCMI
OIltndlr vllr to olltndlr Vllr with thlt rat. IMounc.d bV the PA DIPlrtl'nt of Rlven\", ThI epp!Jolbl.
Int.rllt "tll for 1912 through 1"~ ar'l
~ IM.ra.t ht. plJlv Intlr'lt Faatar ~ Intlr'lt Aa" Dlllv Intlr'lt Flatar
1911 10~ .0005U 19ft6 ID~ .ODD21~
I'U 16~ , OOO~5a 19ft7 'X .0002~1
"B~ m ,000501 19sa-19'l 11% .000501
191. m ,000556 1992 'X .DOO2~1
I99H99~ IX .000191
".Int.rllt It c.loullttd II fo11owII
INTERElT . BALANCE OF TAX UNPAID X NUHIER OF DAYI DELINQUENT X DAILY INTER!.T FACTDR
~~Anv Notlol I..uld .ft.r the ~~X bl~O"1 delinquent will r.fllct en Int.r..t cllculltlon to flf'tIn CII) dlV'
beyond the dati of thl ........nt. If p.y..nt It Itde .fter the Int.rllt OOapUtlUon dlt. lhown on thl
NotlCI, Iddltlonal Int.rnt lIU.t b. calcullt,d.