HomeMy WebLinkAbout94-00175
REV-1543 EX AFP (1-91) *
COHHOHWE.Utl OF PEHHSYly.uUA
DEPAAIHEHJ OF REVEHU[
BUREAU OF IH01YIDUAL TAXES
DEPf, ze0601
IlARRISBU~O, PI, 171,8-0601
...
FILE NO.21. 9f-/7j
94101167
01-21-94
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ACN
DATE
ESTATE OF NAILOR
S.S. NO. 184-07-4193
DATE OF DEATH 11-03-93
COUNTY CUMBERLAND
TYPE OF ACCOUNT
L ~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAVHENT AND FDRHS TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ETHEL
STRINE
1 WILDWOOD LN
NEWVILLE
VIOLET R
PA 17241
DAUPHIN DEPOSIT 8K I T has prov!d.d the DIPllrt..nt with thw In'orutlon llthd bllolol which hili unn uud In clllcuhtlng the
pot,ntlal tu dUI, Their ricard, lndlc"h thftt at thl duth of th. obov. dlCldflnt. VOU WII" II Joint ownlr/blnlf1clllrv 0' thlt noecunt.
If yOU ,..1 thll lnforutlon 11 Incorrect, pluu obt,,!n wrltt.n corr.ctlon fro. th, flnancJal Institution, attllch " copy to thl, for.
II.... r"'~r' I~ t, t...~ :!]:.~ ~':!~r':'.,~. .~!~ ~;:::...:-.', 11 .~.:..:.h :i, .:::....,J.."... ..Itt, lit., 11",.,')1..111.' ia... La'.. vI ,II" \:o"'.u"w'lIl~h 011"..nn",1"'<lnla.
Qu..t1on. lilY h. answ.r.d by calling (111) 181-6$27.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR
Acccunt No. 8000082519 Dlt. 02-05-82
Eshblhh.d
FILING AND PAYMENT INSTRUCTIONS
To Insura prOl1er cradlt to your account, two
(l) copl.. of thIs notice ~u.t aceo_pany your
payunt to the Reghter of Willi. Hilke chick
payabll tal "RIgl.tar of Wl1ls, Agent",
Aooount Delenol
Plrc.nt T...blo
A.cunt Subjlot 10 TI.
To. Rltl
Pollntl.1 TI. DUI
x
3.034.03
16.667
505.68
.06
30.34
TAXPAYER RESPONSE
RE8ULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICe I
x
NOTE: If talC pay.tnt. .,re Mdl within thrll
(3) aonths of th. dlcadlnt's dati of dlath,
yOU _ny dlduct a ~il dlscount of the ta~ dUI.
Any Inherltn"eQ talC due will blcoe. dtllnqullnt
111n4 (9) .onths nfter the datI of dlUlth,
PART
ITl L FAILURe TO RRSPOND WILL
[CHECK ]
ONE
BLOCK
ONLY
A, 0 The abOYI Infor.Ulon and talC dut I. corrlct,
1. You _lIy choo.. to rnlt paY_lint to thl Rlglster of Wills, with two copl.. of thls notlcl to obtain
a dl.count or ayold intere.t, or you .ay chick bolC "A" and rllturn thl, notice to the Regl,tlr of
Wills nnd an official a.......nt will bl Iuuld by thl ill. OIPllrt..nt of RlIyenUI,
I. 0 Thl aboYI auet has bltn 0' '4111 bl rllporhd IInd talC paid with thl Penn'lilyonla InhllItancM TalC rlturn
to b. fll,d by thl docadlnt'l rlpr'''"tatlvl,
C. 0 Thl aboy" Infor'IUon 11 Incorrlct and/or d.bU llnd dlductlon. werl paid by you.
You au.t eo.platl I1AAT ~ and/or PART [!] bilow,
If ~ou indioate . difflr.nt taK rat., pllas. It.t. your
r.lltlonlhlp 10 dlo.dlnt,
PART
~
'(AX RETURN. COMPUTATION
LINE I. Dlh Elhbllsh.d
2, Aooount aallnol
S, Parclnt Ta)(abh
4. Anount Subjl.1 to TI.
S. Dlbt. Ind Dlductlons
b. Al10unt T.'ICabh
7. Tox Rlt.
8, rex Du.
PA
OFFICIAL USE ONLY 0 AAF
DEPARTMENT OF REVENUE
0...
I
2
3. X
4
5-=-
6
7 X
8
TAX ON JOINT/TRUST ACCOUNTS
PAD
1
2
3
4
5
6
7
8
CLAIMED
PA~T
[!]
DATE PAID
j
DEBTS AND DEDUCTIONS
PAYEE
DESCRIPTION
AMOUNT PAID
~
.
I
TOTAL
(Enter on Lin. ~ of Tax Conput.tio~)
~.
Undar pen.ltl.. of plrjury, I daclar. that the flct, 1 hava rlportld abov. Ire tru., oorraoi and
c:ollpllt. to thl but of I1Y knowledge and b.U.f,
~OME
GENERAL INFORMATION
1. FAILURE TO RF.Sl'OND WILL RESULT IN AN OFFICIAL TAK ASS[SSHENT with APPllca'l. In'.r..' 'III. on In'or..lIon
lubllthd by the flnonoll1 In.titutlon.
2. InherltancI taw blec... ddlnqulnt nln. lanthl tlft,r th, dlcldent't date of duth.
" A Joint Iccoont II tI,ubl, Ivt3n though thl dlc.dont', nUl Mal oddld III II ntt., of conl/lnhnel.
4. Acco~'"t. \Including thol' held b.twI.n husband IInd wlf,> which the dlClIdlnt put In Joint nlll" within on. 'In' prior to
d..th art fully texlbl, 81 tran,'us.
S. Account. utablhh4d Jolntl'J b.twlln hUlblnd IInd wife lor. than on. ynr prior to dllth ar. not taleabl,.
6. Account. h,ld by . dlc.dlnt "In trult for" another or othln IIro tlllabl, fully,
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK" - If thl inlnrutlon and coeputatlon 1n thl notlcl IIrq corrlot IInd dlduotJon. ar. not b,lng clal..d, plac. an ")("
In block "A" of Part 1 of thl "TalCpay.t RlIlpon.." nctIon. Sign two copl.. 1Jnd lub.1t thu ~Ith your ch.ck for the allount 0'
tlX to th. Rllllllhr 0' WIUI of thl county Indicated. The Dlpart..nt 0' RII....nu. will luu. an o"lchl a..uu.nt
(Forll REV.1548 E~) ~pon r.o.lpt 0' the Rlturn fro. the R,gl.tllr 0' Will,.
t. BLOCK I . If the alut 'Plolfl.d on this notIc. h81 b..n or will b, tlporhd and talC peld with the P'M'Ylllanla Inherltanc,
TIX Return filed by the dlc.d.nt's repru.ntatlll., rdace an "X" In block "s" of Part 1 of thl "TaMpaYIr Rupon.." notion. Sign ani
copy IInd return to the PA D.partunt 0' R.....nu., Bur'flU of Indi...ldual TalCes, O,pt Z&0601, tlarrl.burg, PA 17128.0601 In thl
Inv.lopn pro...lded.
~~oc:.: C . If H... r.:.t1u ;r,f~;It::ltlc., 1-: Ir,~or,'cc~ ti,tllor d'J::'uc~I~'H ::l~" ':l<~lnD <:lrll';')d, ..t-~..... l'\"'f!l' "r" ."rl ........:-l"h Plt~to; 1 ",..,i 'I:
according to thl Instruction. b.low, Sign two copl.. and flub.1t thl'! with your check for thQ 1lII0unt 0' ta>e pa)'abl. to the Rlghtlr
of WIJlI of thl county Indlcatld. Th, PA D.part..nt of R.v.nUI will IIIUI an o"Jr:hl a"I...ent (Forll REY-1548 Elll upon r.cllpt
of tho return frol the Rlghhr of Will,.
TAX RETURN - PART
2
TAX COMPUTATION
UHE
1. Entlr the rlate th. account originallY was ..tabllth,d or tItlf\d In th. .nnnlr lIMlitlng at dati 0' dlllth.
HOTEl For a dlcedsnt dyjng after IUIl/1I21 Accountll which th. dlCldlnt put In joint na... wlthln on. (I) Ylllr of deeth are
tllCabll fully III tran.flrs. How....It, thlrl 11 an lXelullon not to IMClld '3,000 per tran.hrn rtllardll.. of thl valul of
thl account Dr thl nu.ber of aeeounh hlld.
If a doubIt ..tltllk (IiIM) applllrl blfore your first 08.. In the addr... portion af thll notice, the n,ooo lIC~lul1on
already hili' b..n d.ducted fro. th. account b"hncll ftI rllporhd by thll f1nanclel Institution.
Z. Enter the total bahnu of thl account Including Intllr..t accrulld to thl dati of deeth.
5. The perclnt of thl account that It hlCllbh for o1ftch .urvlvor It dahr.lned a. fOUOW'1
A. Tht perclnt taMab!.. for joint IIInt. ..tabllthld .ore than 01'11 Ylllr prior to \hll dllCldlnt'1 doathl
I DIVIOED BY TOTAL NUHBER OF
JOINT OWNERS
EMllpJl1 A joint ....t rQghterld
OI\lIDGO ay TOTAL NUHIIER OF ~ 100 . PERCENT TAXABLE
SURVIVINO JOINT OWNERS
In thl nUl of thl dlcldlnt and two other plrson.,
1 DIVIDED BY S IJOINT OWNERS) DIVIDED IY Z (SURVIVORS) .. .167 ~ 100 .. 16.7X (TAKABLE FOR EACH SURVIVOR)
B. Th. pltclnt taMabl1 for a...t. creatld within one Yllr of the d.c,d.nt', death or accounh own.d by thl dtCCldlnt but htld
In tru.t for another JndJlllduall.) (tru.t blnefJclarl,,)1
1 DIV:t1ED 8Y TOTAl. NUHBER OF SURVIVING JOINT
OWHERS OR TRUST BEHEFIClAR1ES
X 100 .. PERCENT TAXABLE
ha.pIlI JoJnt account reghtlred In thll na.1 of thl dleld.nt and two other pClrson. and ..tabll.hed within on. yur of d..th by
thl d.c.dent.
I DWIDED PlY Z ISURYIYORS) .. .50 K 100 50% (TAXABLE FOR EACtl SURYIVOR)
4. Tht aaount 'ubt.at to tax (11nl 4) I. dlttr.lnld by llultltll\JJna thl account balancl Illn. Z) by thl DItClnt taM.blt Illn" 5).
5. Entlr tht total of thl dlbt, and dllducUons Ihtld In Part ~.
6. Thl alount t""ablt IIIi'll 6) 11 dtterllntd by .ubtraotlng thl dlbh and d.ductIons {lln. ~l fro. th.lllount lubjlct to t3M (line 4),
7. Enter thl appropr ht. tlX rill" (111'1' 7J III d.t.r.ln,d b,low.
A. Transflre to Ilnllll d.scendants lnClludlng fathlr, _other, hu.balld, Wifl, .on, daught.r. grandchildren, lon-In-law,
daughtlt-In~l,w, It.pchild and thllr I..u. ar. tillable tit .JM pllrc.nt 16%),
S. Tran.f"l to all oth,,, Jncludlng brother, lIlthr, uncIl, aunt, nlphlw and nl'CI Ire ta.ubll It flft.ln percent (15:0.
C. If you chang, t.'\, talC rate, ph.., IPlcHy your rlhUonlhlp to thl dlcldlnt In thl ar.. provld.d.
I. Th' '.ount of ta)C due (line 8) It d.t".lnld by Ilultlplylng the alount taMeble (lIn. 6) by thl taM rat, (lIn. 7),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AlIowabll d.btl and d.ductlon. fire d.tQrllln,d at fol1owlI
A. Vou Ilgally IIr. rllPonllbl. for pay..nt, or thl utete subjlct to adlllniltratlon by a plr.onal tlP,,"ntatJv. It In.ufflollnt
to PlY the dlductlbl. Itt...
B. Vou letuelly paid the dlbt_ aftlt duth of the d'Cldent and can furn1th proof of paYlltnt.
C. D.bU bllng clll.,d eUlt bl It..lud fully In Part 3. 1f addltlonel .pacI II nnded, "'.. plein peplr a 1/2" II 11". Proof of
PIY.lnt UY b. nquut.d by thl PA D.part..nt of R.....nu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REaISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327.
REVo1543 EX AFP (1091)-
COHKOHWEAL III OF PENNSVLVANIA
OfflAAIHf.HT Of ReVENUE
IUHEAU Of INDIYIDUAL lAXl::S
DEf". 280601
11AARISftURO, Pi 11128-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FI~E NO. 21 ~ (/ "Io/7!J~
ACN 94101168
OAT! 01-21-94
ESTATE OF NAILOR
S.S. NO. 184-07-4193
DATE OF DEATH 11-03-93
COUNTY CUMBERLAND
TYPE OF ACCOUNT
L ~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAVHENT AND FDRHS 101
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
ETHEL
STRINE
RR 2 BOX 339
tlEWVILLE
VIOLET R
PA 17241
DAUPHIN DEPOSIT 8K I T hu provldld the DIPltrt.,nt with thl InforMation I httd bllow which hu b..n uud In eaJcullltlng thl
potential h>e dUI, Th,lr record. Jndlellt. that at thl duth of thl above dlcld.nt, YOU ...Ir. II Joint ownlr/bln.,leJary of thh aCaoun\.
If you '..1 thilll1for.lllltJon II Incorrlot, pin.. obt"ln wrUtln cc,rrlotlon frOIl thl 'Inam:!al Institution, athch II copy to thlt for.
3"tt r.,turn It to t~'r ::~:...:. ;]dd'~:" '!:.l: :l:~c..r,t :.. t..~...:.d. I" u...:...(<lo.,,:,,, "U:, lh. Xllil., '.1101.... TtIII l.... UI III. ~u..umll..i~n Uf ~'nn'Y&VII'li..,
OUlltlOO' "IV b. Inllllr,tJ by cIlllng (717) 781-6327,
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR
A..ount No. 8000082365 D.te 07-07-81
Elhblhh.d
FILING AND PAYMENT INSTRUCTIONS
A..ount B.hn.. 5,109.22
P.r..nt Toxobl. X 16.667
A~.unt Subj..t to Tox 851.55
Tox R.te X .06
PohnU.1 Tox Du. 51.09
PART TAXPAYER RESPONSE
CUI FAILURE TO RESPOND WI~~ RESU~T IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE I
A, 0 Thl "hoVI InforlUltlon and tfll< due I. correct.
I. You lilY choon to r..1t pay..nt to the Righter of Wllh, with two copl.. of thlt notlc. to ~btaln
a dhcount or a...old Inter..t, or you Uy chick bOl< "A" and "turn thh notlc, to the Rlgltter of
Will. IInd an ofllotal un....nt will b, Ittuld by the PA O,pllrtl,nt (If R.....nu.,
To tn.ur. proper credit to your IIccount, two
(21 copl.. of tht, notlc. IU.t IIcco,pllny ytiur
Plly..nt 10 thl Regltter of Will" Hakl chick
fHlVllbl. tOI "Reghter 0' Wlllt, Ag.nt",
NOTE: If talC pay.,nt, are IIId. within thr.,
IS' lonthl of the d.c.d.nt', dllt' of duth,
you Illy d.duct Il Si( dl.count of the tlllC due.
Any InhtrltBnce till< due will b,co.e dellnqulnt
nine (91 'onth, after thl date of outh,
[CHECK ]
ONE
BLOCK
ONLY
a. ~ Th. IIboVI "'.It hat be.n or will b, reported and tlllC paid with the Ponnlylvllnla Inheritance Till< return
to be filed by the dlr.edent', rlpr"lntlltlve.
C. D The above Inforutlon It Incorrect and/or dlb" IInd dlductlon, wire paid by you.
You .u,t conpl.,. PART CD and/or PART [!) bulow.
If you indic.t. . diff.rlnt t.)( rat., pIe... .tat. your
r.lation.hip to dlcadlnt I
PART
~
l'AX HE'J'UflN - COMPUTAl ION
liNE I. D.te E,hblhh.d
2, Account ealencl
5, P.rolnt T.)(lbl.
4. A~.unt Subj..t t. Tox
S. D.bh .nd O.du.U.nl
E.. Altount TalC.bl.
7. Tox R.t.
a. TIlC DUI
OFFICIAL USE ONLY rJ MI'
PA DEPARTMENT OF REVENUE
OF TAX ON JOINTllRUST ACCOUNTS
I
2
3 X
4
S
6
7 X
8
PAD
1
2
3
4
5
6
7
8
AND DEDUCTIONS CLAIMED
PART
[!]
DATE PAID
--
DEBTS
PAYEE
DESCRIPTION
AMOUNT PAID
=
TOTAL IEnhr on lln. S .f Tox Co~puhUon'
F
.
Undlr pln.IU.. of plrjury, I dlclar. that the faClh I hlv, r.ported .bov. Ir. truI. corrlct .nd
co~pl.t. to tho b.,t of ~y kno.l.dg. .nd b.ll.f.
tl.OME -.-l_~__.
WORK ( )
TELEPHONE NUMBER
. TAXPAYER SIGNATURE
GENERAL INFORMATTON
I. FAILURE TO MEUPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT with .ppllo.blo Intm'l bo"d on Inforoollo"
'ubIlltted by thl 'fln,nelll In.tltu~ton.
Z. Inherltanct till bloo." dtllnqulnt nln. lonth. .fhr thl dlc.dlnt'. de" of duth,
S, A joint accoUNt I, t.lClbll IVtn though thl dlc,d,ntt, n.l. WI' added II . I.tt.r of cony.nltnel.
4. Account. (IncludIng tho.. h,ld bltwa.n hu.blnd .nd wlfl) which thl dlc.dlnt put In Joint na... within on, v..r prior to
6I,th Ira fullv tl.lblt II trlo.f.r..
S. Arcountl ..tablilhld jolntlv b.twI'" hUlb.nd and wlf. lor. thIn on. YI.r prior to dl.th art not tlllabl..
6, Account_ held by . dlc.dent "In trult for" another or other. Ir. tillable fully,
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK A - If thl InforlllUon ,nd COlIPut,tlCln In thl notlc. .r. corrlet and deduotlon:! ar. not bllng chl..d, pile. 10 "II"
In block "A" of Pert I of the "TlMp,y.r Rupcmu" ..ctlon. Slon two copl.. Ind .ub.1t th.. with your chick for thl MOunt of
tele to thl R.ghter of Willi of the ccunty Indlc.tld. Thl DIPart..nt of Rlvlnul will JIIUI an official 1II......nt
(For. iQEV.15U EMI upon rlcllpt of thl Alturn fro. thl Rlghhr of Wl1h. '
2. BLOCK.. If the ....t IPlolflld on thll notice tllt bu" or will b, rlportld and taM paid with ttll Plnnll~lvanl. Inhlrltlnc.
TIM R.turn fll,d by thl dlcldlnt', rlpr..lntattvl, place an "~" In block "I" of Part I of th, "TaMPayar R.,pon'l" 'Ictlon. ~'gn ani
copy Ind return to the PA D.part.lnt of Rlvlnul, Burelu of Individual lItXII, Dlpt 280601, Harrllburg, PA 11128.0601 In thl
InvIlope provldld.
3. DLO::~ C . Ii lll. lIul.ll.w l'ltorh~llIf1 1:0 Jn~,"" Q:t Cht:,'O,. dc:::uotl"n; :11'0 ~al~; -:1111111.1, ch'lQh t:lo~~: "Co. t'll'J ct'l,l~t: f'~rtr l! !n~ ~
Reordlng to thl In.tructlonl bllow. SIgn two copl.. and lub.1t thl' with your ch.ck for the ..aunt of hx paYlbl, to thl Rlght,r
of WUlI ot' thl counh IndJcatld. Thl PA DIPart"nt of Rlvlnul will IIIUI In official Ulllulnt (For. REV.15U EX) upon rlcllpt
of the return frol the Rlglltl,. of Willi.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Entlr thl dlta thl acccunt ortulnlllY WII lltabllthld or tlthd In thl .aMIr ulltlng at dfl,ta of dloth.
NOTE I For I dlcldlnt dYing afhr IUIZ/all Accounh which thl dlcldlnt put In joint naell within ani (1) Yllr of dllth art
hM1b11 fullY" tranlflre. HOWIVIr, therl II an 'Molullon not to lleclld 13,000 per tranlfl,... rtg.rdll.. of thl vllu. of
the .ceount or thl nu.blr of Iccounh h111.
If. doubll a.tlrllk (MN) apPI.r. blfor. your flr.t na'l In thl Iddr'll portion of thl, notlcl, thl '3,000 IMolu.lon
Ilrl.dv hll blvn dlduotld fro. thl account bal.ncl a. rlportld by the flnlnolll institution.
2. Enter the tot.1 blllncl of the aooount Inoludlnlil Intlr..t looru.d to th, dct. of duth.
S. Thl p.rc.nt of th. aocount that h tuabll for .ach lurvlvor II d.tlr.lnld II folloWl1
A, Thl perclnt tIM.bll for joint 1111" utablhhld '0,.. th.n onl Yllr prior to the dloldlntl, d..thl
I DIVllll:b IV TOTAL NUHIER OF DIVIDED IV TOTAL NUHIER OF M 100 _ PERCENT T.MAllE
JOINT DMIlERS SURVIVIND JOINT OWNERS
EM.-plll A joint "llt r.glltlrld In thl na.. of the d.oldlnt and two othlr plrlonl.
I DIVIDED IV 5 (JOINT OWNERS) OIVIDED IV 2 (SURVIVORS' - ,161 M laD - 16,11. (T.M.llE FOR E.CH SURVIVOR)
I. The Plrclnt taxlbll for IISlt. orl.tld within ani YI.r of thl dlcldlntl. dlath ur Iccount. ownld by thl dlcld.nt but hlld
In trult for Inother IndJvJdual<s) (trult blnlflolulll)1
I DIVIIll:D IV TOTAL NUHIER OF SURVIVINO JOINT
OWNERS DR TRUST IENEFICI.RIES
M 100 - PERCENT TAMABLE
Ewlltplll JoJnt account rlghter.d In thl na.. of thl dlcld.nt and two othtr perIC'" end ..hbl hh.d within on. yur 0' dnth by
thl dlc.dlnt.
I DIVIDED IV 2 (SURVIVORS) . .50 M 100 . SOil (TAXABLE FOR eACH SURVIVOR)
4, Thl ".nu"t .ubilot to taM Clln. 41 h dltar.ln,d bv Ilultlf)lylf\~ th. ftoollunt balanea (IIn. 2) by thl Ptretnt tlMabll IlInll 1),
S. Entlr the totll of thl dlbtl and deductlonl Illtld In Part 3.
6. TM I..xIMt tlxlbll Cline 6) h dater.jnld by lubtrao\1ng thl dlbtl and dlduotlon, (IIn. S) frol thl a.ount lubjlOt to taM (l1nl 4).
7, Ent.r tn. approprlatl tlx ratl (11nl 1) al detlr.lnld bllow.
A. Tranlfarl to IInlll duelndanh Ineludlng fathlr, .othlr, hUlband, wlf.. Ion. daughter. grandchJ1dren. lun.ln.lIlw,
deughttr-In.llw, ,tlPehUd and their IIIUI Irl taMlbll at IIx perclnt (6%).
.. Tran.flr, to _11 othtrl Inoludlng brother, Ihter, unol., aunt, nlph.w and nllcl are taMabl1 It fllt"n plrclnt (15%).
C. If YOU ch.ngl the tIM rl'ltl, pl.... IPlolfy your "letlon.hlp to thl dloldent In the ar.. provld.d.
I, Thl MOUnt of tlX dUI (l1n. 8) It dlhralnld by .ultlplylng thl ..aunt taxable Illnl 6) by thl tax rat. (Un. 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowlbl. dlbtl and dlduotlonl drl dltlrelnld as folloWl1
A. You lIglUy .,.1 rllPonllbll 'or paVllnt, or thl utatl lubject to ad.lnhtration by . parlonal ,..p"unhtJvI II Inlufflollnt
to PlY the deduotlble Itl.',
I, You 10tulllY plld tht dlbtl after dlllth 04 thl dlCldlnt and can furnhh proof of pay..nt.
C. D.bts b.lng ol,I'ld IUlt bl 1t"llId fulh In Part 1. If additional IpaCI I. nfldld, u.. plain piper a 112" x 11". Proof of
p'y~.nt lav bl r.quI.tld by thl PA D'Plrt.lnt of Rlv.nul.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327.
GENERAL INFORMATION
1. FAILURE 1'0 RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT with .ppllcabl. Intor..t bu... .n Inlor..tl.n
.ubtlltt.d by th, flnlnol.1 Inltltutlon,
~. Inhtrlt.no. t'lI b,eo... d.llnqu.nt nln. lIonthl nfter the dIC.de"t', dt" of dnth,
J. A Joint .ocount II t.Mlbl. .~.n though the d,e.d.nt'. na.. Wit .dd.d u . ..t tlr of conv.nt.nu.
4. Acoount. (Including thou hl1d b,h'''" hu.band and wlf.1 which HI' <llc.d.nt put In Joint ".... Iflthl" on. vnr prior to
d..th Ir. fulh '.ubl. all tranlf.rl,
S, Account. utabl!th.d Jolnth b.tw.." hu.band and will lor. ttlll" on. ylllr prior to d..th art not tIM,bl.,
6. Account. h.ld by . dlc.d.nt "In tru.t for" onathllr or athlrl Ir. talllbll fully,
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. .LOCK A - If the lnforutlon and co.putatlon In the notlc. ar. corr.et 1100 d.ductlon. nr. not b.l"g chilled, pile.. an "I("
In block ".... of P,rt 1 0' th, "fIIl1pa)'., AISPOOlI" IIctlon. Sign two copl.. and subllt thlll with ~our chICk for thl alllount of
t.. to the Rlglstar of Wlllt of the county Inellcahtl. 'hi DIPart.lnt of Rllllnul will h,uI an official u""lInt
(For. RE~.lS4a EX) upon rlcllpt of thl Rlturn frolll thl RIolthr of Wllh.
t. IlOCK 0 - 11 thl ..lot IPloHlld on thlt notlcl hu bun or will b. r.porhd and tlUI paid with the Pennl~lvanh Inh.rltance
T.. Return fllld bV the dlcedlnt'l represlntatlvl, placl nn "X" In block "8" of Part 1 of thl "TalolpaYlr RIUPan.... notion. Sign one
COpy and return to thl PA Dlpartlllnt ot Rlvlnul, 8urlllu of Indll/ldual TaKlII. Dept 280601, Iterrllburg, PA 17l2a.0601 In tnl
Invelope provld.d.
3. n~C'i\ C . If t:,,, flu~h.. l"iu.....l~.." i. i"....."....~ .."..,\" ';S';uCUul,J crr. lJ,Jr,; =lc.!:u:, .:hllC:. ~::cf: "C" ::n::f c~r~ht.. Pt~'.t ~ Iln~'
accordlng to thl In.tructlons bllow. Sign two copl.. and .ubllt thlll with your chick for thl nount of talC pavabll to thl Righter
of willi o~ thl count';' Indlc.ted. Thl PA DIPartllnt of RIl/lnuG wJll IlIua en official a"I"..nt (forlll RE~-IS4a EX) upOn ~Ic.lpt
of thl return frolll thl Rlglstlr of WIlIt.
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
I, Entlr
HOTEl
the elatl th. account orlgJn.ll't was 'Itablllhod or titled In thl lIannar elllltlng at data of death.
for a dlcedlnt dyIng after lUIl/Oll Accounts which thl dlcedlnt put In Joint nalll.. :.Ilthln on. (I) ~ear of d..th arl
t,UCllbll hlllv lit tranlflrs. 1I0WIl/lr, thlr. It an IIl1clullon not to ucltd 13,000 Plr tran.fer.. rlgllrdl... of thl valu. of
the account or thl nUlllb., of Ilccauntl hlld.
If I doubh attltlsk (MM) appllr, blfor. your first nUl In thl "ddr... portion of this notlcl, thl 13,000 IKclu.lnn
Ilrlldv hu b..n d,duchd frolll the accllunt blllancl III rtportld by the flnanchl In.tltutlon.
Z. Entlt the tohl balanct of thl account Including Inter..t lIccruld to thl dah of dlllth.
3. Thl perolnt of thl Ilccount that h tall,bh for IInch .url/lvor II dlterllllnld as followll
A. The pereant 1aICIlbll for jalnt U..tll QltIlbll~h.d 1I0rl than onl vear nrlor to thl declIdlnt'. duthl
DJ~ID~O DV TOTAl NUH!lEA OF
JOINT OWNERS
E)lllIplll A Joint a,..t reghtlrld
OIVIDED !IV TOTAl HUH!lER OF X 100 . PERCENT UXUlE
SURVIVINO JOINT OWNERS
In thl nllllll of thl dlcldlnt and two othllr perlOnt,
1 DI~IDED BV 1 (JOIHT OWNERS) DIVIDED !IV Z (SUR~I~URS) . .167 )( 100 . 16.7% (TAl(ADLE FOR EACH SUR~IVOR)
a. The plrc.nt tallabie for a..ltt cr'lltld within ani voar of thl dlCldlnt', dlath or account. ownld by thl dlcldlnt but hlld
In truI' for Ilnothlr IndlvtduaHI) {tru.t blneflelarlOt)1
1 DIYInED BV TOUL NUHBER OF SURVIVING JOINT
OWNERS OR TRUST BEHEFICIARIES
X 100 . PERCENT UXADLE
hallplll Jalnt Ilccount rtllhttrld In tho nIllle r;)f the dlcldlnt IInd two other plr.on. IInd utablhhld within onn Ylllr of dlllth bv
thl dlc.d.nt.
1 DI~IOEO BV 2 (SURVIVORS) . . SO X IOU " 50% (fAllADLE fOR EACIl SURVIVOR)
" Thl uC\unt lubllCt tn hll ell,.... 4) h rt.tnr~lnert h<l Multloll/lM tMl t't:count hlllanct (llnl l) bl/ the oltclnt taw,bll (l1nl 3),
S. Entlt the total of thl dobtl IInd dlductlonl I Ithd In ?Ilrt 3.
6, Thl .lIount taKlble <!In. 61 I. dlter..lnld bv ,ubtrllctlng thl dlb" and dlduct!an. lIlne S) frol the allount lubjlCt to tall 11Inl 4).
7. Enter thl appropr!llh hK rite (lJne 7) a. dlt.rlllnld bllow.
A. Trlntfa" to Unoal duclndanh InoludlnlJ fath.r, "other, hutbllnd, Wlfl, 'on, daughter, IIrandchlld"n, 80n.ln-taw,
daughhr-In-Iaw, ItlPchJld Ilnd thllr IlIu, IIrI tallablo lit she plrclnt (6%l,
8. '(rent fan to all othl" JnoludJng brathlt, thtlr, uncl.. aunt, nephlw lInd nllct Ire tlwablt 11\ fJtt..n perelnt (15%).
C. 11 you chlngl thl till rlltl, pin.. IP.clfy your relationship to thl dlcldlnt In the IIr.. provldld.
a. Thl nount of tax dUI (llnl A) 10 dlterllltnld b~ lIIu1tlphJng thl 1III0unt tlllllbl1 {1lnl Cd by the talt' ratl (lInl 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AlIowlblt dlht, .nd dlduutlont arlll dltar.lnld .. followll
A. You Ilgally art rllPonslbl1 for pa~lIIlnt. or thl MltIltlll subjlct to IIdllnl.trlttlon by a Plrsonllt rlprellntlltlvl h Intufflellnt
to pay th. dlductlbll It.....
B. Vou nctulllv Plld thl dlbt. after dtllth of thl dlc.d.nt IInd can furnish proof of pllYllllnt,
C. nlbtl bllng alat..d lIIuot bl 1t..loUd fullY In Part 3. If IIdd1tlonal tpllCI II n..ded, \In plain pllper a )/2" x 11", Proof of
plV.lnt lilY bl rlquutld bv thl PA D,pllrt..nt of RII/.nu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327.
.... -, ,.. ~ .' .... ... ..
1- _.. __ _._ __ _ _, _ ___ .__ "U .... ...... ..-C. ...n ._.....
',t ,
... ....~. ._._.... ,..0.....- __ ~__ ___ __.. __.. __ --. _ _ _ __.__
1010 HUf
RECEIVED FROMI Violet R. 8trine
William A. Dunoan, E.q.
8 Irvine Row
Carli.le, PA 17013
ESTATE INfORMATION,
&\
II
II
B
ATE o~Mlr
SfM~
'., ) 994
R
REGISTER OF WILI.S'
ACN
& ASSESSMENT m AMOUNT
CONTROL
NUMBER
ClH01169 9!10.66
m TOTAL AMOUNT PAID
$"n,U
REMARKS
8. s. '184~07~4193
SEAL
/'~
t/
RECEIVED BY
~,__ - ____ - ___._... __,...:.-__-- __ __ -- ---- ---___..._ - --- --1---
.,
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,.
.
.......~ -,,~
,.~-.... ..,_..__._;...~ 1 J~ ...J .... ..- l.. I
I" - - 'I
REV-1543 HX AFP (1-91l.
COHHONWEAL HI OF PENNSVLVANIA
DEPARTHENT OF REVENUE
lURE AU OF INDIVIDUAl TAXES
DEPT. 2306D1
ItARAlSBUFfO, PA 11128.0601
INFORMATION NOTIC~
AND
TAXPAYER RESPONSE
NO. 21- 9'1' I7j ~
94101170
01-21-94
TYPE OF ACCOUNT
L R SAVINGS
CHECKING
TRUST
Gl CERTIFICATE
REHIT PAVHENT AND FORHS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
F%LE
ACN
DATE
ESTATE OF NAILOR
5.5, NO. 184-07-4193
DATE OF DEATH 11-03-93
COUNTY CUMBERLAND
ETHEL
STRINE
1 WILDWOOD LN
NEWVILLE
VIOLET R
PA 17241
DAUPHIN DEPOSIT Bte & T hili Jlrovldld the Depart.."t w1tn the Inforllatlon lilted below which hu bl.n u..d In calcuh\lng the
potlnUal talC dUI. Th,lr rlcord, Indlcat. that at thl duth of the aba.... dle.c1lnt, you wlr. I Joint owner/bln,'lchrv of tnll account.
If YOU f..l thil Infor.sUo" II Incorr.ct. pieri" obtain written corr.ction fro. thl financial In,Ulutlon, Ittach . cop V to thl, for.
~,..~ ,..~ur" :t I.. \t,.. >Ill"... <IIJJ,....... Ti,;. ...."'v..lI~ ;. \""ClUill In a..CUt~lalll,;. .Iiil lillll Inil....i~al'.:. IIIIC \'11'" or \Ill' I..O..Olnlllldlll' or P,nn'Ylvanla,
Qu..tlon. .,y b. en,wlred by calling (717) 787-4327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Acccunt No, 8000087472 0.10 10-18-85
E.tobl hh.d
Account 811.no. 10,036,16
Pero.nt T...hl. X 16 , 667
A~ount Subj.ol 10 To. 1 ,677. , 73
T.. R.te X ,06
Pol.nh.1 To. Du. 100 , 36
~" TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE~
A. 0 Th. abovlI Inforllatlon and talC dUll II correct.
1. You lIay choole to r.1I1t pny..nt to thl R.gl.t.r of Willi, with two cop I., of thl, notice to obtain
a dhcount or avoid Intlr..t, or you llay ch.ck bOlC "A" tlnd rllturn thh notlcl to the RlIght.r of
Will. and an official al......nt will b. II.u.d by thl PA D,part.ent of R.venu..
To I".ure propClr oredlt to your Mcount, two
(2) capilli of thll notlcl IIUlt acco~pany your
pay.."t to thl Rlgllter of Will.. Hllk, eh.ck
paYBbl. tOI "Rlgi.t.r of Willi, Agent...
HOTEl If hue paYlllntl er. .at.illl ".iu.1j, lhi..
(l) 1I0nthl of thl dlclldent'. dati of dlath,
you lay d.duct a S% dl.count of thl talC dUI.
Any Inh.rltanc. ta)( due will b.ea.o dlllnqu.nt
nlnll (9) 1Il0nth. afhr tht dati of d.ath,
[CHECK ]
ONE
BLOCK
ONLY
a. 0 Thl abOI'1 a.ut hu bun or will bl reported and talC Pdld with the P.nn.ylvanla Inherltltnce Tax return
to bl fllld by thl dlcldlnt'l reprl..ntatlve.
C, 0 Thl IIboVI Inforllatlon it Incorrlltt and/o~.bt. and d.ductlon. wert paid by you,
You IIU.t r.Ollpltte PART CD llr'Id/or PART ~ bilow,
If you indic.t. ~ diff.r.nt t.x r.t., pl.... .t.t. your
r.hBonship to dlc.d.nt I _____
PART
[3J
TAX RETURN - t;OMPUTATlON OF TAX ON JOINT ITRUST ACCOUNTS
LINE 1. o.te E,tebl hh.d I
2. Account a.l.ne. 2
3. r.ro.nl T...bl. 3 X
4. A~ount Subj.cl 10 Tn. 4
5. D.bh .nd D.duot!on. S,
6, Altount r.x.bl. 6
7, T.. R.te 7..l!...-
8. T.. Duo 8
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PAD
1
2
3
4
5_
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
-
PART
~
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
t
TOTAL IEnl.r on Lln. 5 01 T.. Co"put.Ilon)
.
Undlr p.n.lti.. of p.rjury, I d.clar. that the faot. I h.v. r.port.d abovl are tru., correct .nd
cOll'lpl.h to the b..t of II'lY knowl.dge elld b.l i.f.
HOME (
WORK (
TELEPHONE
)
)
NUMBER
DATE
TAXPAYER SIGNATURE
GENERAL INFORMATION
1. FAILU~E TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT with 'PPUClblt Inhr..' b...d on Infor..Uon
tubtllU.d br tht flnlnol.l InlUtutlon,
2. Inhlr1tlml. t.1e bleo..' d.llnqu.nt nln. .onthl .fter thl dlud.nt', d.tI of duth.
I. A Joint ,ocount It t'l(Nll1 .....n though thl d,c.d.nt', na.. "" ,dd.d II . ..tt.r 0' conv.nl.nc..
4, Account. llnoludlng tho.. h,ld b.twltn hu.b.nd .nd wlh) whloh thl dlc,d.nt put In joint na... within on, VI.r prior to
oelth Ir. fullv 'IMIbII II trln,'.r..
S. Aocount. ..tlblhhtd Jolnttv b.tll"n hUlband ,od ,,1f. 101" than on. ynr prior to d.ath art not t.ubl..
to Accountl held by . decldent "In trult '(lr" Inother or other I Ir. hub!. fully,
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCk A ~ 1f thu Infor..Ue" Ind cc.ltPut,Uon In thl notlc. .r. corrlct and d.ductlonl Ir. not b.lnw ul.I.~, pile. an "X"
In blook "A" 0' p,rt 1 0' thl "flllp,v,r R.IPon.." ..€lUon. Sign two copl.. and .ubalt th.,. with ~our ch.ck for the .aount of
tilt to thl R'aht.r of MlIlI of the county Indle.ted. Th. D.p.rt.tnt ef R.v.nu. will I..u. .n offlol.l ,,,,,,"nt
('art RtV'U41 EIU upon reo,lpt of the R.turn fro. till R.ght.r of Wllh.
2,' BLOCK. - If thl ....t .p.olfhd on thh noUc. hll bltn or wUI b. r.portld and hue Plld with the P.nnlvlvanl. Inherltlnc.
T'M R.turn fll.d by the d.c.d.nt'. r.pr..entltlv., plael an "X" In block *B* of Part I of the "TaMpI~.r R..pon.." ..otlon. Sian on.
oopy end r.turn to tI... PA D.p.rt..nt of Rev.nue, Bureau 0' rndlvldu.1 TaMil, D.pt Z80601, H.rrllburg, PA 171ZI-0601 In the
env.lop. provided.
I
3, BLOC:~ C It u... "Q~l", In(:..41It1ol. h In(,~:'r;c~ .md/or ::::::Iu.:t1cr,J ..i; tal,,; cl:1::I:u, t'h:cl. ble;!'_ *r," :"d c'''r1ot: P'I"~C .! ,,~I'
.ooordlng to the In.truotlon. b.low. Sign two copl.. end lub.lt th.. with your ch.r.k for the naount of t'M p.~lbl. to thl R..llt.r
of Will' of the count~ Indlcatld. Thl PA D~Plrt..nt of R.v.nu. will I.IUI an offlol.1 ........nt (Fora REV-1S41 EX) upon r.o.lpt
of thl r.turn frot the R.,I.t.r of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r the d,t. thi Icccunt orlglnallv wa. ..tabll.h.d or tltl,d In the aann.t ,xl.tlng It date of d'dth.
HOTEl For. d.c.dent dyIng aft.r lZlIUIZI Accountl which the d.c.dllnt put In Joint n.... within on. (1) Vllr 0' d"th It.
t'Mlbla fullV " transf.rt. How.v.r, thtr. I. en 'Molu.lon not to IMC.ld $1,000 p.r tran,f.r.. r.g.rdl.,. of the v.lut of
the .ocount or thl nultber of lecountl hlld.
'I
'I
I
,I
If . doubl. .,t.rl.k (~~) .pp.ar. b.for. your flr.t naal In the addr... portion of thi. not leo, thl t1,OUO IMolullon
Ilr.ldv hi' b..n d.duct.d froe the eccount balan~. a. rlpott.d by the flnlnolal In.tltutlon.
Z. Ent,r the tohl blllnc. of the Iccount Inoludlng Inter..t Iccrllld to the d.t. of dl.th.
S. Th. peru"t of the account thet h tlMlbl. for uch .urvivor 11 dltarelnld It followlI
A. The perclnt taxlbl. for joint ....te utahllthtd IItCtll than on. year prior to thl d.cldlnt'. d..thl
\'
1 DlilDED IY TOTAL NUNIER OF
JOINT ONNERS
Ex_Ill A Joint ....t rlght.red
DIVIDED IV TOTAL NUMIER OF X 100 - PERCENT mAlLE
SURilVINO JOINT OWNERS
In thl n'.. of the d.ced.nt Ind two other perlont.
I DlilDED IV S (JOINT OWNERS) DIVIDED IY 2 <SURVIVORS) - ,167 X 100 - 16, n lTAXAlLE FOR EACH SURVIVDtlI
I. The percent lIM1b11 for u..t. crelt.d within on. y..r of the tIIe.dtnttt d..th or Iccountl owtltd bv th.d.c.d.nt but h.ld
In tru.t for lOoth.r IndlvldullC.) (tru.t b.n.flcl.rl.')l
I DlilDED IV TOTAL NUHIER OF SURVIVINO JOINT
OWNERS OR TRUST IENEFICIARIES
X 100 . PERCENT mAlLE
EXIIPI.1 Joint account r.gllt.r.d In th. na.. of thl dlced.nt and two oth.r p.r.on. and ..tablllh.d within on. v.ar of d.ath b~
thl d.c.d.nt.
1 DIVIDED IV Z (sURVIVORS) . .!i0 )( 100 . 10;: (UllAllLE FOR EACH SURVIVOR)
4. Th. MO~t .ubilot to tax Clln. 4) II d.t.,.:.... oJ" lultlolylnq the account bllenol (I1n. 2) bv th. pltclnt tllCabh ClIn. 3).
S. Entlr 'h. tot.1 of thl dlbt. and d.ductlon, II.tld In Plrt 1.
6. Th. Haunt tlMIbI. (lIn. 6) It d.tar.I"ld b~ ,ubtraotlng thl d.bt. Ind d.duction. Oln. S) froa thl a.ount .utlj.ct to taM (lIn. 4).
7. Ent.r the approprllt. tlM rat. (Iln. 1) .1 det.r.ln.d btLow.
A. Tran.f." to 11n..l duc.ndlnt. Including father, lIother, hu.blnd, wlfl, .on, dlught", grlndchlldr.n, .0n-ln-1JW,
dlUlhter-ln-llw, ,tlpchlld and thllr luu. are tlMlbl. at .IM p.rclnt (6;0.
I. Tran,fer. to all other. Inoludlng brother, .htar, unoll, .unt, n.ph.w and nl,cI Irt taMlbl. It flft.." perctnt (1SiC).
c. If you chang. thl t.M ratl, pl.... ,plolfv your rtl.tton.hlP to the d.c.d.nt In thl Ir.. providod.
10 Th. MOUnt of t.w due Ulne I) h d.t.r.lnld blt .ultiphlng the aaount taMlbl1 CJln. 6) bv the ta)( rat. (Unl 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AlloN.blt d.bt, Ind d.ductlon. IIr. d.ter.lnld II followlI
A. You l.g.lh Ir. rllpon,lblt for p.v..nt, or the ..tat. .Ubj.Ct to Id.trd.trutJon b~ a plrsonll r.prl..ntIUvI It In.uUlcl.nt
to pt~ the dlduotlbll It....
I. You aotu.lh Pltd the d.bt, .fter d..th of th. d.cld'nt and oln furnhh proof of Ply..nt.
C. D.bts b.ln, ctlllld .u.t b. It..llld fully In Part 1. If addltlonll 'P'CI II n..dld, un plain PIP.r 1 llZ* M 11". Proof of
Plve.nt 'Ilt bl r.qu..tld by the PA nlPlrta.nt of Rlv.nut.
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRY UNIT ,IN
HARRISBURG AT (111) 787-8327.
,
,
\' '
, J' _. ,,~,..., .~. .... .
~
1
":'-:' _'_'--';"'~,_:"'.. -- -.. -.- -- --., -. -.... .-'. ..... ,-- '. --, ,--- _.._'._---~_..,- ..:...._- -. ---,- _.~--,~
William A. Duncan, E.q.
a Irvine Row
Carli.l., PA 17013
I ACN
ASSESSMENT m
CONTROL AMOUNT
NUMBER
CUin1170 ,-Sino _ 36
RECEIVED FROM: Violet R. Strine
R ,
"OION,.! i
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1
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~ov''lItJer
REMARKS
S. s. '184-07-4193
SEAL
m TOTAL AMOUNT PAID,
$]00.36
,
"
RECEIVEO BY
REGISTER OF WILLS
I
'I
,~~'_ -;,_ _._ .___ ._...... ,_,,__ _.-.-:...- ~_. -:_ :~4_'_~"':" ___....._..,. ~__"_ _ _._ _. _.. .._......_ __'__'_"_.'__
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--....",....--..~~.._-.....,.""""'-A. Ill.- J. l ....... I
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.
REV-1543 EX AFP (1-911.
COt1HOHWUl1H OF PEHH9VtVAHU
DEPA'THEH! DF REVEHUE
aUREAU DE IHDIVIDUAl TAm
DEP!. za0601
tlARRlSIURO, PA 1712ft-0601
I ~ - \~), ~ \ Y
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21~ Cjt./.I7~"
94101171
01-21-94
ESTATE OF NAILOR
S,S. NO, 184-07-4193
DATE OF DEATH 11-03-93
COUNTY CUMBERLAND
TYPE OF ACCOUNT
ETHEL L [X) SAVINGS
B CHECKING
TRUST
CERTIFICATE
REHIT PAVHENT AND FORHS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
STRINE
1 WILDWOOD LN
NEWVILLE
VIOLET R
PA 17241
DAUPHIN DEPOSIT 81< . T hu provided thl Dlpart..nt with thl Inforfult!on Illhd below which hili b..n utld In calculatlnll thl
pot.ntlal hu dUI. Thllr rlcord. tndlcah that ot tho duth of thl above decldent, you wert a Joint owner/b,n,flciary 0' thll account.
If yOU h,1 thh Inlor.sUon II Incorrlot, plnu obtain wrltt.n carrlcUen froll thl flMllncllll In.tltutlon, attach a copy to this for.
C~.j r:~'.:r:'. it to U..;. :.:',)... iHIJr".u. n.J~ u........"t :.. lall.lIlUW III ......Ul'lillll.... "'\II ,hll 'I1n.rl~t1l1Clt 181\ LaWI ot m, l.o...onWQIII\n of ~.nnI;Ylvl}nla.
QUI.tlons ..y bt anow,rld by cll11ng (117) 1a7.all7,
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No, 5306619010 Doh 01-20-83
Elhblhhod
Account Bohnco 1 . 179 , 48
Porcont To.obl.. K 16 , 667
A.cunt Subjoct tc To. 196,58
T.. Rlh K ,06
PobnUll TI. DUI 11 , 79
PART TAXPAYER RESPONSE
COI FAILURI TO RISPOND WILL RISULT IN AN OFFICIAL TAX ASSESSHENT !ASID ON THIS NOTICI I
A,
To Inlvre proper credit to your llccount. two
(l) \loplu of thh notice ..u,t nccollpany your
pay..nt to the Reghter of Willi, Hak, ch.ck
payable tOI "Regllt.r of W.l1h. Ag.nt",
HOTEl If tal( paYllentl are lIad. within thru
(3) lonths of the dec.d.nt', dllt. of duth,
YOU IIIlY deduct a S% dhcount of the tax du.,
Any Inh.rlt!nc8 tax due will bICOII' delinquent
nine (9) nonths lifter the datil of duth,
[CHECK J
ONE
BLOCK
ONLY
[] Thl Ilbovy Inforllatlon lInu tllX uu. I. corroct,
1. You lilY choo., to rnlt pllYI.nt to th. Reght.r of Wllh. with two copl.. of thh :10tlCI to obhJn
a dhcount or avoid Interut, or you Mlly check box "A" lInd return thi:. notice to the Reghter of
Will. Ilnd an offlcllll a.......nt will b, issued by the PA DIPart.ent of Revlnul,
a. 0 The IIboVI 1I..lt hili bun or will b. reported and tax paid with thl Pflnn.ylvanlll Inherltllnce Tax return
to b. filed by thl dlc.dlntls rlprl'lntatlve.
C. [] Thl lIbove Infor.atlon l~ncorrect and/or dlbts llnd deductIons w.t. paJd by you.
You .ust co.pittt PART ~ lInd/or PART 0 b.low,
If you indicat. a difflr,nt tax rlt'J pl.... .t.t. your
rllotlonlhlp to docodont,
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
@
TAX RErURN . cO"I'U'rATlClN OF TAX
LINE 1. Dlto Elhbl hhld 1_
2, Acccunt BI1.nol 2
~. Plrcont TI.lbll 3 K
~. Anount Subj.ct to T.. ~
5. D.bh ond D.ducUcnl 5
6. An.unt TI..blo 6
7, To. Rib 7 K
8, To. DUI 8
ON JOINT/TRUST ACCOUNrS
PAD
1
2
3
4
5
6_
7
8
DEBTS AND DEDUCTIONS CLAIMED
PART
[!]
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
l
~
TOTAL IEntor en Llnl 5 of T.. Co.putltlonl
~
.
Undor pln.1U.. of porjury, I docllro thot tho hch I
cc.pllto to tho bOlt of .y knowlodgo Ind bollof.
hlv, reported abov. Ira tru., carr.ct end
HOME (
WORK ( 1
TELEPHONE NUMBER
GENERAL INFORMATION
I, FAILUU TO RESPOND WILL RESULT IN AN OFFICIAL HK ASSESSHENT with .pplltobl. Intor..t b.... on Infor..tlon
lub.lttld by thw 'Inancl,1 In.tltution.
2. Jnf'\lritlncI \11( bua... dtllnquln' nl." lonthl aftu the dle.dlnt', data of d.-th.
S. A joint Iccount I, tlxabl, Iy,n though th, d.cwd.ntf~ "... WI' addld '1 . ..tt.r of convlnlenc..
~, Account. (Inoludlnl2 tho.. held b.tw.." hUlbtnd and wlf.1 which the dlc.dlnt put In Joint nu.. wllhln on, yn, prior 10
d.,lh .r. fully tlx,hl. al trtin,'.r..
5. Account. utablhhtd Jointly bit".." husblnd and wlft 1lI0r. thin on. ynr pr lur to dlllth fir, not II.cabl.,
6. Account. held by . dlcldant "In trust for" anoth.r or athlt' ara tlllabl, fully,
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BLOCK A . If th, J"'crutlc" and cOlputatlon In the notlcl 8,. corrlet and d.ductlont are ~ot bllng olallld, pllOI an ")("
In block "." of Put 1 of the "TaxPIVlr R..pon.... tlctlon. Sian two cop I.. and lub.1t th.. with your chtok for the alount of
tilt to the Rlght.r of Willi of the county Indicated. Th. O.part..tnt of R.v.nuft will luu. en official 1I.......nt
(For. REV-IS48 EM) upon r,ctlpt of th, R,turn froe the R.glst~r of Wills.
2. BLOCK B - If thl ....t IP.elfhd on thll notlc. hat bun or will b. report.tJ and hlC paid with the r.nnlvlvanh Inheritance
TalC R.turn hltd by thl dlcld.nt', rlprellnhtlv., placl an ")(" In block "B" of Pert I of thl "TaMPayer R..ponl." IIctlon. Sign on.
COpy and rlturn to thl PA OIPart..nt of Rlvlnul, Bureau of Individual filM", Dlpt Z80601, Harrhburg, PA 17123-0601 In thl
.nv.lepe provldld.
J. iHvC;. C - iY iin" /I\lll.." j.II\lI.~~~',"I;' llo{,..r,..:.ll.;,.;/c.; ..,':u,:t!;,iJ b,'t b:tln. :IQh:~~" c~,::~, h:~,:!'. "C" !'.,t! c,:,~;,lt.,,~ g~~t. , ".,11,
accordJng to thl In.tructlonl bilow, Sign two copl.. and lub.1t th.. with your chick for thl RIIount of tllC payabll to the Righter
of Willi of thl county Indicat.d. Th. PA Olpane.nt of Fllvenu. will I..u. an official rltll..llnt (Fora REV-1S43 E)() UpOtl rec.lpt
of thl r.turn frrHI the RIgltter of will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Enter
NOTEI
thl dati thl account orlglnallv wal Ittablllhld or tltlld In thl ennntr IlClltlng at dati of dlath.
Far a d'cldlnt dying after lZ/1Z/82I Accountl lolhlch thl dlcldlnt put In Joint na.... wUhln one (II vur of duth are
tllllabll fulh at transfl,.. tlow,vlr, thlrt It an uolu.lon not to IlCClld n,ooo pit tran.f.rll rtgardll" of the valul of
thl Iccount or thl nu.blr of accounts h.ld,
11 . doubll ..terhk (If") oppllrs blfor. your first nau In thl addrtll portion 0' thll notlcl, thl .~,OOO IlCclutlon
alreedy hll bltn dlductld frol thl neeount balanCI ftt reportld by thl flnanchl In.tltutlon.
2. Entlr thl ttlul balance of thl account IncludJng Interut accruld to the dbt. of dnth.
3. Thl Plrelnt of thl account that II talCllbh fflr nch survivor II dltlrllln.d .. 'ollowlI
A. The perelnt tuabll for Joint IlIl1tl utabllthld tore thlln cnl !Jltlr pdor to thl dlcldlnt'I death I
DIVIDED IV TOTAL NUMBER OF
JOINT OWNERS
EMe.plll A JoJnt erllt r.glltlrld
DIVIDED BV TOTAL ~MiIlER OF )( 100 . PERCENT TA)(ULE
SURVIVING JOINT OWNERS
In the nallCl of thl dlCldlnt and two other plrtonl.
I DIVIDED IV S (JOINT OWt4ERS1 OIVIDEO BY 2 (WFtVIVORS) . .167 M 100 . 16.7% lTAMAIILE FOR EACIl SURVIVOR)
I. Thl perclnt talClblt 'or alllt. crllhd within ani Vlllr of thl dlcldlnt'l duth or Iccounh ownld by the dlCldlnt but hlld
In trult for Dnother JndJvlduall,1 (trult bln.flcllrl")1
1 DIVIDED IV TOTAL NUMIIER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
)( too . PERCENT TAXABLE
(Mllplll Joint account r.glttlrld In the na.1 of thl dlcldlnt and two other plrlonl end Ilta~lllhld within ani Vlar of dllth by
thl dleldlnt.
1 DIVIDED BV 2 (SURYIVORS) . .50 )( 100 . 50% (TAXABLE FOR (ACtt SURVIVOR)
4. Thlll "Iount 'Iutd,ot to talC fllnQ (Il I. dlt"r_lntd bu cultlolvlna thl account balnncl (llnl 21 by the Dtrelnt talCabll tltn. 31.
5. Entlf thl tohl of thl dlbtl and dlductlont llstld In Part 3.
6. Thl a.ount tllCabl. (11nl 6) II dlttr.lnld by .ubtractlng thl dlbtt and dlductlonl (11nl 51 froll thl uount lubJect to tal( (11nl 4).
7. Enter thl IPllroprl,t. talC ratl Cllnl 1) ftl dlter.lnld bllow.
A. Tranlfl" to llnlll d..clndantl Including fllther, Ilother, hUlbMd, wi,., lon, daughter, grandchlldrtn, lon-In-Ilw,
daughter-In-hw, .tepChlld Ind thllr IIIUI art tQlCabll at .llC pert..nt (6%1.
I. Transflrs to all othlrs Inoludlng brother, litter, uncll, au"t, nip hew and nile. art 18llable at flftlln pertant U5l0.
C. If YOu chang. thl tll( rato, pl,ell .pacifv your rllatJon.hlp to thl dlcldlnt In thl er., provldld.
3. The aaount of till dtJI (IIn. 8) It dlttralnld by .ultlplYlng thl 1lI0unt ta)(abll 11Inl 6) by thl talC rate (Jln. 7),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and dlductlonl IIrl dltlrlllnld al folloWl1
A. Vou I.gally Irl rl.pontlbll for ply..nt, or thl I' tat. .ubJlct to ad.lnlltratlon bV a p.rlonal rlprlllnt,tlvl I~ Inlufflollnt
to PI.,. the dldur.t1hl. It..t.
B. Vou actually paid tht dlbtl after duth af thl die. dint and can furnish proof of pay..nt.
C. Dlbtl bllng olalllld .u~t b. It..h~ld ful1y In Pltrt 3. If additional 'PICI It nlldld, UII pleJn paper 3 1/2" II 11". Proof of
pav.nnt lay bl rlqul.tld by thl PA Dlp.rt.lnt of RlVlnu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXF.S, TAXPAYER INQUIRY UNIT IN
HARRI~8URG AT (717) 787-8327.
"
.I,
PURPOIE OF
, NOTICE I
To fulfSl1 the rlquirl..nt. of Slot Ion 2140 of thl Inhlritlncl end Ett'" TIM Aot, Act 22 of 1991. <12 Pt'.
Slotlol\ 2140J.
PATIENT I
D.tloh thl top portion of thl, Hotlel and IUbllt with your Pftv..nt to thl Rlgl.t.r of Will. printed on the
rlV,rll Ilde.
.. Hlk, ohlck or lonlY prd,r plY'blt tOI REOISTER OF WillS, AOENT.
All Ply..nt. r.cltvld ,kill fir.' b, applied to any Int.r..t which '.v'b. dUG, with any r...lndtr ,pplt,d to thl tlM.
REFUNO (CR) I
A r.fund of . tlM crldlt, which WI' not r.quI.tld on thl tlM r.turn, "V b, r,qu..t~d by co.pl,tlng' an "Application
for R,fund of Ptn'l'vlvanta Inh.rltanc. and Eshlt. TalC" (REII-lllll, Application. ar. l",aUablt at thl OfficIo'
the Algl,t,r of Willi, .ny of thl 23 Rlvlnul Dlltrict Offl~I' or by call1ngthl 'Plolal 24~hour an.w.rlng ..rvlot
MUlbtr. for for.. ordlrlngl In Plnn.ylvanla 1-800-362-20&0, outtld. P.nn.ylvanla and within looal
Harrl.burG .r.. (7171 781~8094, TDDI (7111 172'22&2 (He.rlng IIPllred Only).
OBJECTIONS I Any p.rtv In Inter..t not .atl.fl.d with the appral"MI~t, allowlnol or dl.allow.ncl of dlduotlon. or ........nt
of tlM (Inoludlng discount or Int.rl.t, .. .hown on thl. Hotlc. ..y objlct within .IMtv (60) d.ys of r,cllpt Qf
thlt NoUot bYI
"wrlttln protllt to thl PA D.ptlrhl.nt of RI..,lnuI. Board of ApPIII., D'Pt, 281021. Harrisburg, PA 17128'1021. OR
...hatlng to hlY, the ...tter d.tar.ln.d at the audJt of the account of the partonl' rapr...nhtiv", OR
'.IPp.al to the Orphan.' Court
AONIN-
UTRAT!VE
COqRECT!ONS I
f"otual .rrort dl.cov.red on ~hl. ........nt thould b. addr....d In writing tOI PA D,plrt.lnt of R.v.nu.,
Bur.au of Individual TIM", ATiNI Po.t A.......nt A.vllw Unit, DEPT. 280601. Hlrrl.burg, PA 11121~0601
Phon. (717) 711.6505. Sal p.g. S of the bookl.t "In.truotlonl for Inhlrltancl TIM Rlturn for a A,.ld,nt
D.eldlnt" (AEV.ISOI) for an 'Mplanatlon of Idllnl.tratlvllY corr.etlbll .rror..
DISCOUNT I
If Iny tlX due I. paid wlth!n thrl' (S) cIland.r lonth. Ift.r thl dlcldlnt', d.lth, ft flv. p.rc.nt (5Yo)
dl.eount of the tlM paid 1. Illow'd,
INTEREST I
Inter..t 11 chargld blgiMlng ,,11th flftt day of dallnqulney. or nlnl (9) lonthl end onl ()) dlY
fro. th, dati of dl.th, to thl dlt. of ply..nt, TIMI' which boca.. dlllnqulnt b.forl Janulry I, 1912
b.lr Intlr..t It thl rata of .IM (6%) p.rcant plr annUl oalculat.d .t a dellv rat. of ,000164,
'11 tIM" whloh ble... d.llnqu.nt on Dr aftlr J,nulry 1, 1982 will b,lr Int.r..t at a rtt. which will vlry frQ'
elllndlr YI.r to cal.ndar Vllr with that ratl Innounc.d bv thl PA a'Plrt...nt of Rsy.nu.. Th. appllcabl.
Int"..t rat.. for 1912 through 1994 ar'l
-
.
'lur Intarl.t ARt, D,1l1/ Int.rlU faetor :wr Intlr..t Rat. Daily Intlr..t faetor
1111 ZOX .000S4a 1986 lOX ,000Z74
1911 I6X .000451 1987 9% ,000Z47
1986 IlX ,000101 1981-1991 IIX ,00DlOI
1915 IlX ,000U6 199Z 9X ,000Z47
199).1994 7X ,00019Z
ulnt.r..t II olloul.tld I' followlI , .
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAVS DELINQUENT X DAILV INTEREST FACTOR
..Any Motlcl 1,lued after thl tlM bleo,., d.llnqutnt will r.fl.et an Int.r.,t c.leulatlon to flft.,n 1IS)dIYI
b.vond thl data of thl ........nt. If pava.nt I. .adl .ft.r th. Int.rl.t cOlputttlon dati .hown on thl
HotlCl, Iddltlonal Int.,..t ItUlt bl D"lcuhtld.
...J
.ii
////1"; /1'
(!.,
REV-1548 EX API' 110-93*
COMMONWEALTH Of PEHHSVl~AHIA
OEPAR1HfNl OF REVENUE
BUREAU Of IHOIYIDUAl TAIIES
OEPT, lID601
HARAISIURO, PA 11128-0601
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTION.. AND ASSESSNENT OF TAX ON
JOINTLY HELD DR TRUST ASSETS
OAT! 12-12-94
ESTATE OF NAILOR
L DATE OF DEATH 12- 03-93
ETHEL
COUNTY
CUMBERLAND
FILE NO. 21 94-0175
S.S/D,C, NO, 184-07-4193
ACN
94101169
VIOLET R STRINE
1 WILDWOOD LN
NEWVILLE PA 17241
REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A~ount Rod Hod
==i
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iii!V; iii48 - Elf "A i:'ii - i 10"; liiY-"""" - -"".."" - - - - -".." - - - -" -" - - - - -- - -" - - - -" -" -.. -" - - -" -." - - -" -. -- -"" - - - - -. - - - - - - -,.-
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-12-94
ESTATE OF NAILOR
ETHEL
L DATE OF DEATH 12-03-93
COUNTY CUMBERLAND
FILE NO, 21 94- 0175
TAX RETURN WAS I
S,S/D,C. NO, 184-07-4193
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
94101169
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BK & TR CO
ACCOUNT NO.
8000082713
TYPE OF ACCOUNT I () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 01-03-83
Account Balance
Per cant Taxabla X
AmOunt Subjact to Tax
Dabt. and Deduction.
Taxable Amount
Tax Rato X
Tax Dua
5.065,71
0.166
844.30
.00
844.30
.06
50.66
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOV~~DRESS. MAKE CHECK
OR M ~ OR~R PA~anE TO,
"REG TER OF'-WILL~llAGENT ,II
({), (., 8
::~. == ~ \ f',
, ,
TAX CREDITS 1
PAYMENT
DATE
02-24"94
RECEIPT
NUMBER
XA855962
DISCOUNT (+)
INTEREST (-)
2.53
" {,
1.1,
::~ I .
::-:; ~"
ii) 0
~,
L,
~~
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN fl. NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR', VDU HAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTION.. I
53.19
2.53CR
,00
2.53CR
PVRPOSE OF
NOTICf.1
PRVItENT,
REF UNO (CRll
To fullUl thl requlr...nt. of Slatlon 21,.0 of thl Inherltanol and Elt.t, TIll Act, Aot ZZ of 199', (72 P,S.
Slatlon tHO),
Dttloh thl top portion of thl. Notlcl and .ub,lt with your ply..nt to thl Atgl.t,r of Willi printed on 1ht
r,vuII Ilde.
.. Hike chick or lonlY ordtr payablt tOI AfDISTER Of WILLS, AOENr.
All p.y.."t. rlo.lvld .hall 'ir.' b, applied to any Inter..t which ..y bt dUI, with any r"'lnd.r applied to thl tlM.
. r.fund of . talC crldlt, which WI' not r.qu~.t.d on thl tlM r.turn, .av bt ,.qullt.d by oOIPlttlng "" "Application
lor R,fund of P'M.ylvlnl, Inhlrlhncl and E.ht. TIll" (REV'UU), ApplJcutlonl ar. avallablt at the OffiCI of
tho Rlgl,t,r of Willi, any of thl ZS Rlv.nul DI.trlot OffiCI' or by calling the ,plolal 14-hour an.w.rlng ,.rvle.
nu.bar, for for~' ord.rlngl tn P.nn,ylvant. l-ftOO-!6Z-Z050, ou,vidl P.nn,ylvania Ind within 10~11
Harri.burg Irll (717) 787-8094, TOOl (717) 17Z-ZZSZ (Hearing lapllrld Only),
OBJ[CT!OHII Any party In Int.r..t not ..tl'flld with ~h. IPprld...lnt, II10WII"CI or dlulJow.nc. of d.ductlon, cr a.....A.nt
of t'M (lneludlng dl'~ount cr Intarl't) " shown on tht, Hotlct lay objlct within .IMty (60) day. of rlcllpt of
thit Hotlca bYI
--writtln prot..t to thl PA OIPart.lnt of Rev.nu., !laird of Appu1l, DIPt, 281021. Harrisburg. PA 111Z8-JOZl, OR
"Illctlng to hava 'hi allttar dlter_lnld at the audit of the a~count of the Plrllma' rlpr...nt.tlvl, OR
".pp."l to thl Orphan.' Court
ROlliN-
ISTRATlVE
CORRECTlONII
DISCOUNT I
INTEREST I
FICtUI' .rrer. dl,covlr,d on thl. .'~"c'.nt Ihould b. .ddr....d In writing tOI PA D.p,rt..nt of Rlv.nu.,
Burlau of JlldlvlduIII TUII, ATTHI Po.t A.......nt R.vl.w Unit, OEPT. 28061)1, Harrhburu, PA 11128-0601
Phon. (717l 787-6505, S.. p.gg ! of thl bo~kl.t "In.truotlon. for Inh.rlt.ncl TI~ R.turn for I R..ld.nt
DaCldlnt" (REV-UO)) for In IMPhnat10n of ad.inlltratlvlh cort'actabl. .rror..
If any t'M dua I. Pltd within thr'l I!) c.llndar .onth. aftlr thl dlcadlnt', d.ath, . flvl'Plrclnt (SXl
discount of thl taM p~ld 1. allow.d.
tnt.r..t it eherg.d b.glnnlng with firtt d.y of dlllnqulncy, or nlnl (9) 10 .th. and ona (1) day
fro. tha d.ta of dl.th, to the d.t. of ply.ant. Ta~I' whl~h bloa'l dallnqulnt b.fora J.nuary I, 198Z
baar tntar..t at the r.t. cf .1M 16~) par~.nt p.r annul calcul.tad It I dillY rat. of ,000164.
AU tlM" which ble... delinquont on 01 aft.r January I. 1982 will bur Intar..t It a rat. whi~h will very 'rot
ealandlr y..r ta allandlr ya.r with th.t rltt announc.d by th_ PA DtPlr'.,nt 0' Alv.nul. Th. .ppllcabll
Int.ra.t r.t.. 'or 198Z through 1994 ar'l
'!U.c lntara.t Aat. OaJlI/ lntlr..t Factor '!U.c Inttrllt Alto 011111 Intarut Factor
191/ lOX ,OODS.I 1986 lOX .OOOZ74
1911 16X .000f't!l 191/ 9X ,000/.7
191. 11X ,000301 1911-1991 IIX ,000l01
1915 15% ,000lS6 199/ 9X ,0007.7
1991-1994 7% ,000191
..Intar..t it c_lculat.d .. follow'l
INTfREST . BALANCE OF TAX UNPAID X NUMSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'-Any Hotlcl I"uld aft.r the tlM bleo.., d.llnqu.nt will rlfl.ct an In'.ra.t elleul_tlon to flft..n (1~1 diY'
btyond 'hi d"a of the ........nt. If p.y..nt 1. ..da .f'ar the Intar.,t co.put.tlon dlta .hown on the
Notlo., .ddltlonal Intlr..t au.. b. elloul.t.cL
"
PVRPO'E Of
HOTlCE I
To fulfill the'r,qulrIHntt of SloUq" 21~1) of the Inn.rUane. Ind Elht, 'I)! Aot, Act 2Z of'I991. (12 P,",
'.othln 2140),
PAVItENTI
Dltloh the top portion of thl, Hotlel and lubalt with your plv..nt tothl Rlul.t.r uf Willi prlntld on thl
rlVlrl1 ,Ida.
~- "akl chlok or "onlY order paVlbl1 tOI REOI9TER OF WIllS, AOENT.
All ply..nt. r.calVld Ih,11 fJr.t bt epplltd to any lnt.rl.t Hhlch "Y bt dUI, with ."vr...lndtr applied to thl tlM.
REFUllO ICRI,
A r.fund of . tlM cr'dlt, whl~h WI' not r.qu..t.d on the taw r,tu,n, '.y b, requa.tld by oOlplltlng an "App,loatlon
for'R.fund of Plnn'Ylv'nla Inh,rlttnol and E'tate Tu" (REV.IllS), Application' ar. 1Vlllablt It th.. OfficI of
thl RIght,r of Will., IIny of the ZS Rav.nuI Dhtrlet Offlctl or by ollllng the .pIClll 24~hour In.w.rlnll ..rlllcl
ruablr. for forlll' ordlrlng, In Plnn.vllllnl. 1~800~362.2050, outsld. Plnn'Ylvanla and within loc.l
Harrllburg erl. (717) 781~8094, TDDI (1171 112-2252 (Hllrlng t.Pltr.d ~nly).
nlJECTIOHSI Anv Plrty In Jntlr..t not latl.fl.d with the .rpr.I....nt, .llow.ncl or dl'll10wlne. of daductlon. or ....'...nt
of ,.. (Including al.count or Int.r..t) I' .hown on thl. Hotlo. ..y obJ.ot within .l.ty (60) day. of r.o.lpt of
thlt Hotlol bVI
"written prot..t to thl PA D.p.rt..nt of A.v.nu., Botrd of App..h, D,pt. 281021, Harrisburg, PA 1112B~1021, ON
~~'lloUn. to hlVI the ..tt.r dtt.r..lntd at thl audit of the 'CCo","t of tht Plr.on.1 rtPr..."taUII', OR
~"'PPtal to the Orph.n.' Court
AOIIIN-
UTRATlVE
CORRECTIONS I
Flctu.1 .rror. dl.cov.rla on thl. ........nt .hould b. .ddr....d In writing tOI PA D.part..nt of A.lllnu.,
lurllU of Jndlllhtu.1 T...., ATTH' Po.t h......nt navl.w Unit, DEPT, 280601, tl.rrhburg, PA 17128~0601
Phone (7171 "'~6505, Sa. p.g. 3 of thl booklat "Inltruotlon. for InhRrJtlncl T.x Rlturn for a Mt.ldlnt
Dlcld,"~" (REV-ISOI) for In .Kpllnltlon cf Idtlnl.tratlllllY corrlctablt .rrorl,
.0ISCOUllT,
If Iny tlX due It p.la within thr.. (!) olhndtr tonth. Ifter thl d.ndl"t'. duth, a fllll p.rolnt (5)0
dl.oount of tha taK paid I. allowad.
INTERnT'
In"r..t I, charged bl.lnnlng with flr.t dlV of dellnqu.noy, or nln. (91 lon\h. Ind on. (I) alv
frOll thl data of duth, to thl d,tl of p.v.ant. TIKI, which b.o... d.llnqu,nt blfort Jlnuary I, 1912
bl.r Int.r..t .t thl rata of .IK (6X) p.rcant par annulll calcul.tld It . dlih ratl of ,0001"',
All tlK" wh1ch blot.. dellnquant on or after Januarv 1, 1982 will b..~ Inter..t at . r.tl which will IIlry frol
all.ndar valr to c.llndlr v..r with that r.t. announcld by tha PA DtP.rtMtnt of R.v.nu., Th' appllcabll
lntlr..t r.t.. for 1912 through 1994 Irl'
'LW Int.rut A.t, e.llv Inttr..t FActor UII' Int.rut A.t, n,11v Int.rllt F.ctor
1911 2O~ ,00ml 1'1' 10~ .ooom
UU 16~ ,OOOUI 1'1' ,~ ,DOOm
1916 II~ ,000101 1'''-1''1 llX .000101
I'll ll~ ,000156 1"1 ,~ ,Doom
1"~-1"6 ,~ ,000191
~-lnttr..t I, aalculltld I' followl!
INTEREIT . IALANCE OF TAX UNPAID X NUHIER OF DAVI DELINQUENT K DAILY INTEREIT FACTOR
"'Any Notice IIIUld .ft" thl tIM blOOMt dlUnqu.nt wlU refllct I" I.,t,,"t a.lcul,Uon to flftlan (II) din
blvond thl dltl of the .....latMt, If p.y..nt I. ..da ,ft.r 'h. t~t.r..' co.putltlon data .hown on thl
HOtlOI, addltlon.1 Intarllt IUlt b, calculatld.
,,.1
PURPOIE OF
If(\TlCE, '
To fulfill thl rlqulrl..nt. of Seotlon 2140 of thl Inherltanel end E.tate Tlx Act, Aot 22 of 19911 (72 PIS,
Seotlon '21ttOJ,
PAYIlENT I
betlch the top portion of thl. Natloe Ind .Ubllt with vour PIy'ent to the R,gl.t.r of Will. prl~t.d on the
rlv.r.. sid..
-- Hakl ch.ck or lon.v ord.r Plyabl. tOI REQISTER OF WILLS, ADEHT,
All pav..nh reo.lvld .hall flr.t b. applhd to any Int.r..t which 1l1~1 bl dUI, with anv r...lnd.r applhd to the tUl
REFUNO ICRI I
A r.fund of . t.x arldlt, which w.ft not r.qUI.ted on thi tax r.turn, lav bl r.quI.t.d by cOlpl.tlng an "Application
for R,fund of P.nn.vlvani. Inheritano. and E.t.t. Tax" (REV"I!I!), Application. .r. aVIII.bl. It the Offlc. of
thl R'lIhtlr of Wllh, anv of thl 2! Rlvlnu. Ol.trlct OfficII cr by callJng the 'PAolll 24.hollr an,wldng ..ryJeI
nuIb.r. for for" ordlrlngl In Plnn.ylvanla 1~800-562~20S0, out,ld. PlnneYlvanla and within looal
Hlrr "burgll'.. (717) 7a7~8094, TOO' (717) 772.2252 (tlur Jllg IltPlir.d OnIYI.
OBJECTIONSl Any plrtv In Int.r..t not ..tljflld with the .ppr.I....nt, .llowanc. or dl.allowana. of dlductlon. or ".......nt
of tlX (Inoludlng dl.count or Intlrl.t) I' .hown on thl. Hotlcl .ay obj.ct within ,IMty (601 day. of rlc.lpt of
thll Nottol bYI
-.wrlttln prot..t to thl PA OIPartMlnt of RIVI~UI, Board of APPI.l., DIPt, 2&1021, H,rrl'bUrg, PA 17128~1021, OR
-..llotlnll to h.v. the 'Itt.r det.r.ln.d .t the audit of th, acoount of thl p.r.onal r.prl.,ot.tIY', OR
..IPPIII to the Orphan,' Court
AOHIN-
ISlRATlVE
CORRECTIONS I
Flotull .rror. dlloovlrld on thl. ........nt .hould b. .idr....d In writing tOI PA D.part.,nt of R.v.nuI,
Burl.u of Individual Ta~.., ATTNl Po.t A...e...nt RtYI.w Unit, DEPT. 210601, Htrrl.burv, PA 17128~0601
Phon. (711) 787-6505, Ste pag. ! of the bookl.t "In.tructlon. for Inherltanct T'l( R.turn for a Rtlldlnt
Decld.nt" (REV-1S01) for an .~pltnatlon of .dlllnhtret1v.lv corrtctlbl.. error..
DISCOUNT'
If tny tex due I. p.ld within thr.. (5) cel.ndar ~on1h. .ft.r the dlcldlnt'. d'11h, a flv. Plrc.nt (SX)
dl.count of thl tax Plld I. .110wld.
INTEREST I
Int.r..t I. oh.ro.d b.ginnlng with flr.t day of d.llnqu.ncy, or nlnl (9) lonthl .nd on. (1) dlY
fro. thl data of d.eth, 10 the d.t. of paY.lnt. T.xI. whloh b.c... d.llnqu~'t blforl January I, 1912
bltr Inter..t at tn. rat. of .Ix (6;0 perolnt per annul ealcu1tt.d .t . d.Uy rat. IIf .000164,
AU tlXI. whloh b.e... d.lInqu.nt on or .fter Jlnulry I, UU will bur Inter..t .t a rlt. which will very fro. <
e.l.nd.r Yllr to elllndtr y..r with thlt r.t. tnnouneld by the PA Dftpart..nt of Rlv.nu., lht appllelbl.
Inter..t ".t.. for 1982 through Ht94 "" '
'Wt Inter..t Alt. DId 1.., Inttr..t Feotor 'Wt Inttrllt Ae" Dill.., Intlrut Faotor
1912 20X ,000S41 1916 lOX ,000274
1911 16X .000411 1917 9X .000247
1914 IIX .000501 1911'1991 IIX .000lOI
1911 IIX ,0005S6 1992 9X .000247
199H'94 7% .000192
-.Interllt I. oalcul.t'd .. followlI
INTEREST . SALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
.-Any Notlel I..ued ,ft,r the tal( b.eo... dllloqu.nt will r.fl.ct In Int.r..t calculation to fift..n (IS) d.Y.
b.yond the d'tl of the ........nt. If paY.lnt 11 ud. .fter the interllt CClputltlon ~.tl .hown on tM
Hotlcl, additional Intlr.'t .u.t be oaloulot'd,
)"
"
,
PUlPOSE OF
HOTlCE.
To fuUlll the r.quIr...nt. of S.otlon 2140 of the Inh.ritlnc. 'nd E.t,te Till Act, Act ZZ of 1991. (72 P.t.
S.ctlon 2140).
PlI1tl:NT.
Dlbch thl top portJon of thh Notlc. end .ub.it with your Plv..nt to the ~.ght.r of 111111 prlntld on thl
flvir.. IIdl.
.. "ekl Clhlck or lon.v ordu pl~.bll tOI AEOISTER OF WILLS, AOENT.
All p'~..ntl rec.lv.d .hell flr.t b. applied to an~ Jntlllr..t which .av bldul, with In~ rl..lnd.r appU.d to thl tall.
RfFUHD (eA)1 A nfund of a tell erldlt, which WII not r.qu..ted on the till r.turn, "IY be r.qu..ted bV co.p1lUng an "ApplluUon
for Alfund of Ptnn'~lvenh Inhlrltanc. and EIt.te T,M" (REY-UI3I. Appllutlon. ar. IIvttttbll It thl Off loa of
the Righter of WUlI, an~ of thl Z3 Rlvtnue District Offlc.. or b~ call1n,, tht ,p.Clh1 Zit-hour antwulng IIrylo.
n.." for for.. ordlringl In P.nn.~Jvanla 1-800.J62.Z0S0, out.ldt Ptnn.~lvanh and within 10cII
Harrisburg Inl (717) 181.8094, TOO. (711) 772-Z2S2 (Htlring I.Pllrtd Onlyl.
OIJECTIONS, Any party In Intlrelt not IItilflld with thl apprail...nt, 'lIowanc. or dlsallowlncl of dlductlont or ........nt
cf tlM (Including discount or Intlr..t) II shown on thlt NoUc. .I~ obj.ot within tlllt~ 161.1' d.~. of r,cllpt of
thh Hotlce by,
--wrlttln prot..t to the PA Deplrt..nt of R.v.nu., loud 0' App.,h, D.p\, 281021, IIlrrilbur", PA 11128.1021, OR
-.'hctlng to h.v. the ..tter d.ter.ln.d at the Iudl t of the accornt of the p.nonel reprelllnt.Uv., OR
happ..l to thl Orphan.' Court
IDltIN-
IITRI II YE
CORRECTIONS I Flctutl .rror. dltcov.r.d on this ........nt .hou1d be addr....d In writing tOI PA D.part.lnt of A.v.nue,
lurllu of Individual TaMl., ATTHI Po.t A.......nt R.vil... Unit, DEPT. Z80601, flarrhburg, PA 11128-C601
Phon. (117) 781-6S05. S.. pag. 3 of thl bookl.t "In.truetlon. for Inh.rltanc. "M A.turn for I R.tld.nt
D'c'dent" (AEY-lSOI) for an .~pl~nltlon of ad.inl.trltlv.l~ corr.etabl. .rror..
OISCOUNTl
If anlt tax due 11 paid within thrll (3) oe1entllr .onth. after the d.c.dent'. death, a fh/. plre.nt (S:~)
dhcount of the taM paid It .llow.d.
INTEII1iST.
tntlr..t II chargld b.g)""lng with first da~ of d.1Jnqoeno~, or nint (9) .onth. Ind on. (1) d.~
fro. thl dati of d..th, to thl dltl of PIY..nt. taMil which b.o... dlllnqulnt b.fore J.IlUIr~ I, 1982
b..r Intlr..t It thl ratl of tI>C (6%) perc.nt per annul ca1culatld It a dallv rate of .0001641.
All taMII which blel.. dllJn~.nt on or <lfter Jlnuarlt I, 1982 will b." Intlrut It , ratl which will VIrY froll .
c.I'ndar ~"r to caland.r ~I'r with thlt rate Innouneld blt the PA D.pert..nt of R.v.nut. Th. appliclbl.
Int"..t ratl' for 1982 through J99~ ""
1uI Inhr... Rah Oalh, Inter..t Factor :wr Int.r..t Rab Olllv Inter..t 'Ictor
1911 ZOX .ooma 1916 10% ,000114
1911 16% ,000'11 19a7 9% .000147
11I4 m ,000301 19aa-1991 m .000101
1111 iii ,000116 199/ 9% ,000247
1991-199' n ,000192
"Jntlr..t II cllculat.d I' followlI
IHTEaEBT . IALANCE OF TAX UNPAID X NUHIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
I
!
;
I
I,
I
,
i
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.'Any Notlcl h.u.d aftu thl till bloo.I' d.llnqulnt will raUlot .n lnter..t calculation to flftlln Us) d.~.
blyond thl dltt of the a......tnt. If pIlV..nt It 'Id. .It.r thl Int.r..t co~ut.tlon dotl .hown on thl
HoUel, addltlonll Inter..t MI.t bl calcullt'd.
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