HomeMy WebLinkAbout94-00204
REV-1543 EX AFP (1-911,*
C~Al'H OF PENNSYLVANIA
OEPARntEHT OF REVEHUE
BUREAU OF INOIVlnUll lAMES
D!Pl. m6Dl
HARRISBURg, PA 11121-0601
)'/ . 1'1'/ - 1'(
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 .. (/'1 <~r4
ACN 94103696
DATE 02- 09-94
ESTATE OF DURAIN
5.5. NO. 163-26-3420
DATF: OF nEATH 10-22-93
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
RENIT PAYNE NT AND FORNS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
DONNA
KRISTOFF
PO BOX 21
JOFFRE
FlFl
PA 15053
HELLON BANK NA hu provided tM DIP.r'.."' with tht Infl1rutlon lilted bllow which h.. bun uud In cIlllulltlng thl
pot.nUtl 'IX dutl, Th.I, r.oordl Indict'. thlt at tht d.ath 0' the above dleldont, yoU wlr. .. joint ownlr/bon,flelery of ttlll account.
If you '"l thll InforllUon II IncorrMot, pl.... obbln writtln CllJrrtotlon frol tht financial In.tltutlon, ,ttach. eopy to thh '(lr.
'I'U'! .."t...." 't .... tk, "Ii.1/1'I .r4tt...,.. fI I. ........,... I ~ .... ..tol.. I.. ....,.....tf......, ., ..., ..... T"h....ll ..nO''' ,... I ..... nf ~"l'j ,..._<;Of'l.......
I.'" .., "......~, I ..".....
Quutlonl ..y be anlw.rtd by eelllt10 lU1l 781-U27,
COHPLETE PART 1 BELOW . . . SEE REVER BE SIDE FOR FILING AND PAYHENT INSTRUCTIONS
Aooount No. 318-9662 Dah 07-01-72
Eahbll.had
3.162.07
50.000
1.581.04 I
,t(, ... f1j1~tr.
2-~1i q i/
PART TAXPAYER RESPONSE
COI PAILURI TO RISPOND WILL R!SULT IN AN OPFICIAL TAX ASSISSHENT IASID ON THIS NOTICI~
A.
Aooount Balonol
Paroant Ta.abla
AMount Subjlot to
To. Rata
Potantlll To. Duo
1<
To Inlurl prnpu credit to your aoeount, two
(2) copi.1 01 this not Ie. IUlt accoeplny your
pay..nt to th, Rlahtu 0' WIl15. Hllk. chick
peyebh tOI "A"lItlr of Willi, Agent".
x
HOTEl If talC ply..ntl Ir. tide within thr..
(]) lIonthl 0' the dweld.nt', dati 01 duth,
you lay d.Uuct It S% dhcount 01 the till dUI.
Any lnherltancl talC d6tl will bleD" dllinquent
nine (9) eonthl after thl dati 01 dl.th,
To.
[CHECK ]
ONE
BLOCK
ONLY
o Thl above Inforutlon IInd talC dUI I. corrlet.
1. You lIay chee.. to rl.1t pay..nt to thl Righter of Wille, with two ooplll1 0' thll notiel to obteln
a dleeount er aveld lntlr..t, er you IIY ChiCk belC "A" and rlturn thl, noticl to thl Rlglltlr 01
Willi and an official a.......nt will bl lllutd by thl PA Depart..nt of Rlv.nu..
a. 0 The llbove a,..t hll bun or will b. r,portld and tile Plld with th. P'M,y!vanle Inh.rltane, TalC rlturn
--- ~ b, 111,d by thl dlCldlnt', r.pr...ntatlvI.
C. 0'Thl abovl Inlorlltlon I~~ncorrtet lIndlor d.bt, and d.ductlon. w.r. paid by you.
You IU.t cOllpht. PART ~ IIndlor PART 0 bilow, 0 (
PART
~
lAX ktTURN - CU"PUIAIIUN U~
LINE 1. Data E.hbllahad I
2, Aooount BIlln.a 2
S. Paroont roubla 5 X
4. AMount Subjl.t to T.. 4
5. D.btl Ind Dlduotlon. 5
6. AMount TaMabla 6
7. To. Rita 7 X
a. ro. Duo a
1M UI'l ..'J~N 111 HUb I III,;I,;UU" I;;
"1
. qFFICIAL"USE 0 .... 0 AAF'
PA OEPARTHEKT OF RE~ENUE .
(", .. "'
;;~
If you Indloata a dlffarant t,'Y tl'r.A~"'~ ltata your
rahtlon.hlp to dao.dlnt I I.' .
PART
~
DATE
DEBTS AND DEDUCTIONS
PAll
1
2
3
4
5
6
'f
8
CLAIHED
I
.....1
-
-
lA
;','1
\/O.J
PAID
PAYEE
DESCRI PTI ON
AMOUNT
I
.
PAID
~
TOTAL
IEntor on L1na 5 of To. COM"ulltlon)
"
Undlr p.nlltla. of plrjury, I da.llra th.t tho foot.
cOMPlato to tho boot of .y knowlodGI and ballaf.
-, . / "
, ~ '. / "
. -t() ". LCI r: ,. ,'.
TAX~1v!tv IllNAtdRE' {I I
I hlv. r.portld ~~DY. ora truI, oor:reot Ind
( " / J l I . I ,
HOME '1 , J ,I (
J' I I , .
WORK ( 1
TELEPHONE NUHBER
GENERAL INFORMATION
1, FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSNENT ,Ith .ppll....l. Int"..t b.nd .n In'o...tlon
lubIllCtHl bv tM flnlnelll In.tHutJan.
2, IntMrltlnCl tlllC blcOIIu delinquent nln. lonth. after thl dlOldtntl, det, of duth.
]. A joint acoount It t'lC~h 'VIn though thl d'C:ld.nt', "a.. Ill'" ,dd,d It a utt.r of con\lI"I.nel.
4. Account. (Inoludlnll tho,. held bltw..n ho.band end wlfl) which thl dflOldlnt put In joint nUll within one VII' prior to
d1,th ar. fully tlKabl. al trlns'.rs.
5. AcoOlontl uteblhh,d JolnUv b,hlun hu.blnd Ind wlf. IKlr. thin on. vn, prior to dnth .r. "nt tllutbh.
6. Accl'l.if1tt held by . dle.dent "In trult for" Inother or oUltr. l!Ira tlllabl, fulh.
REPORTING INSTRUCTIONS - PART 1 . TAXPAYER RESPONSE
1. BLOCK A - If the Intor..Uoo and COlput,tlC" In thl not It. are corrlet end dtduotlon. art not bllng ohl..d, phlJI ltn "I("
In block ";," of P.rt 1 of thl "fIllPIYIr R..pon.... IIcUon. SIgn two cop I.. and .ublit tho. ..Ith 'lour chick for thl Haunt of
tlM to thl Rtglltlr of Willi of the county Indlcat.d. Th. D,pert...nt of R.v.nu. will IIIUI In oHlchl 1U......nt
(For' REV-IS,a EX) upon r,cllpt of the R.turn frol the ReQI.tlr of will..
Z. BLOCK II - If thl ....t IPlclfl.d on this notlCI hlU bun or will b. rtport.d end tile Plld with thl P'M.ylvlV'Ill Inhtrlt.nc.
Tile Rlturn fllDd by the dle.d.nt., r.pr...ntltlv" plac. an "l(" In block "a" of Plrt 1 of thl "'UpIYlr R..pcn.... lIoUon. SllIn ant
COpy end r.turn \0 the PA D.p.rtlllnt of Rlvlnul, Burflu of IndlvJdual TaMil, Dlpt 280601, H.rrllburf~, PA 171l8-0601 In the
.nvllop. provldld.
,. Plnr.tt r. - " t~. Mttcfl InfMutlnn I, In<:nrrl<lt a(\(j/or dadurtlon. Ire b.ln9 alal.,d. <:heck block "C" ltnd tOIPltt. Pertl 2 and S
.ccordlng to the In.truotlonl bllow. Sign two caplll and lub.lt th... with your chltCk for the Yount of tile ply...,l. to the RtglltlC'
of Willi of the toootv Indlclte\J. ThI PA DIPart..nt of R,vlnul wll1 IIIUI an offlol.l ......Hnt (For. REV-15l\a EI() upon reollpt
of the r.turn frOll the Rlgllt.r of WiI 1..
TAX RETURN - PART 2 - TAX COMPUTATION
liNE
I. Entlr thl dati the aClClount originallY WII utablllhld or titled In th. laMer IlChUng at dati of dllth.
NOTEI For PI d.c.dlnt dyJng aftlC' IUluaZI Accountl which the d.o.d.nt put In joint nllll' within on. {lJ yur of ~.th Irl
tanbl. fully at trln,fer.. tloH.v.r, therl I. an 'ler-Iu.lon not to 'lCctld n,ooo plr t,'an.flr.. rl"lrdll" of the vIllM 0'
the ICOOont or the ~b.r of aCOoL~t. h.ld.
I' . doubl. att.rilk (MN) applar. b.for. your flrlt ne.. In the addr'I' portion of thl. notlcl, th, IS,OOO _Molu.lon
alr'ldy hi' b.en d.ducttd frol the .ccount balanc. a, reporttd bv the flnanol.1 Inltltutlon.
t. EntlC' thl tohl b.lllnO. of thi .ccount Including Inter..t .corued to the detl of death.
S. Thl p.rolnt of thl acoount that I. taMabll for lach .urvlvor I, dlterftJn.d a. follow.,
A, Thl p.rc.nt tlMabl. for joint I..et. I.tabll.htd lorl than ani 'lIar prior to the dletdlnt'. de.thl
1 DIVIDED BY TOUl NINlBER OF
JOIN! DlMRS
ElCMPI.. A jol/"lt ....t rtghtlr.d
OIVIDED BV TOTAL HUMBER OF M 100 . PERCEHT TAMABLE
SURVIVINO JOIN! ONNERS
In thi na.. of tll. dtc.dtnt and two othlC' per.on..
1 DIVIDED 8V S (JOINT OWNERS) DIVIDED BV 2 (SURVIVORS) . .167 )( laD . 16.1% (TAMAlLE FOR EACH SURVIVOR)
I. Th. plre.nt taxable for "'It. or.ated within ana y.er of tha d,cldent', dlath or account. owned by the d.cadlnt but hlld
In tru.t for enoth.r Indlv!dua1<.J (tru.t blnaflchrluJI
1 DIVIDED IV TOTAL HUHBER OF SURVIVIHO JOINT )( 100 . PERCENT "'MAILE
OWNF.RS OR TRUST BENEFICIARIES
EMMPII' Joint account reghtlrld In thl na.. of thl dlo.dtnt and two othar p.r.on. and I.t.bllth.d within on. vur of death bV
the dlcld.nt,
1 DIVIDEO BV 2 (SURVIVORS) . .50 M 100 . SOi: (TAMABLE FOR EACH SURVIVOR)
4. The Mount tubjtot to tu (I1n. 4) It d.hralnld by lultlplylng thl aocooot balancI (lInl z) by thl Plre.nt t.xeble (lin. 3),
S. tontlr the taU! at tnl (llbtl eM aloucHlon. luua HI ...an ,).
6. Thl laount taMabl_ (Jlnl 6) I, dlhrllnld by ,ubtraotlng the dtbt. end dtduotlon. (IIn. S) frol thl ..ount lubj.ct to tile (1ln. 4),
7. Entlr thl ~proprleh tu rett (1Jn. 7) .. d.t.rllnld b.low.
A. Tran'fer. to l1nnl duttndlntl Inoludlng fether, lothlr, hu.band, wlf., .on, daughtflr, grandchlldrln, lon-In-lew,
dlUghtlr-ln'law, .t.pchlld and thlllr IlIu. nrl talClbla at .IM p.:-C:lnt (6%).
B. 'frln,f.r. to all other. Including brother, .lthr, uncia, aunt, neph.w and nlecl Ira tallabl. at flftun ptrc.nt (IS:<I.
C. If you ching. thl tl~ rat., pl.... 'Plclfy your r.latlon.hlp to thl dectd.nt In thl arta provlaed.
a. The alount of taM dUI <1ln.!l 11 dltarllntd by lultlplylng the lIount tlllabl. <lln. 61 by tht tex ret. (lIn. 7),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowebl. debt. and d.ductlon. er. d.tlrllnld a, follaw'l
A. You 1111111'1 ere re.ponllbll for Ply..nt, or thl IIt"t. lubjlOt to edalnhtr.tlon by . per.on.l rlprl..ntetlv. It lnlufflollnt
to PlY the doduot!blt It....
B. You .0tull1Y paid the d.bt. ,fhr duth of tht dlc.dlnt and can furnlll! proof of payHOt.
C. Olbt. b.!ng clallld IIUlt b. it..lud ful1v In Part S. If addltlone! Ipact It n"dld, Uti ph!n paplr I 1/2" x 11", Proof of
Ply..nt 11'1 b. r.qullted by thl PA O'Plrt..nt of Rlvtnut.
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 INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327,
PutlP05E OF
NOTICE I
To fulfill thl requJroltnt. of Slotlon 21"0 of thl 1M'rltlnel Ind E,t.t, fI)I' Aot, loot 22 0' 1991. (72 P.S.
SlcUon lUG).
PAVHfNT,
Detaoh thl top porHeR 0' thh NoUcl IInd tub.1t with your Ply..nt to thl Rlght,r of Will, prJntld on the
rlv.r.. .Ide.
.. Htlct chick or 'oMY order plY'blt tOI REOISTER OF WILLS, AGENT.
All PIYI.nt. recIIVld ,hall fir.' bt flppllld to ,ny Inter..' which lay b, dUll with 'ny r...tnUtr applied to the tlx.
REFlJIjO ICRI,
A r.fund 0' . hue credit, whiCh WIS not rtqullt'd on thl tI)( return, way bt r.qUlltld by cOllpletlng In "Appllcltlon
'or R,fund of Penn.yivlnl, Inherltanc. and E,tat. Tilt'" IAEY.UU), Application. art Iv.l1ablt at thl OffiCI of
the Rullt,r of Willi, Iny of thl n Rlvlnul District OHlon or by 01111109 thl 'Pichi 24-hour In.",.rlng ..rvlel
nU.but for for..ord.rlnDI In P.nnl.,lvanh 1-800.'6Z'2050, out.ld. PIM..,lvanh IInd within IOClt
Harrllburll arlll (117J 737.801:14, TOO' (717) 77ZRZ25Z IHurlnD hPllr'd Only).
OBJECTIONS I Anv party In Interut not IIthfl.d with thl .pprlll....nt, allowanc. 01' dlsallowlnc. of dlduotlont or a.......nt
of ttIC (Inoludlng dheClunt or Intultt) IU thown on thl. Notlcl..., Object wJthln thety (60) dl.,. of r,ollpt of
thll Notlcl bYI
-.wrltt.n prot.lt to the PA alPlrt'lnt of Alvlnu., BOlrd of ApPlllt, alpt, 281021, Hlrrhburg, PA 17128.1021, OR
..'llotlng to hlVI the nUlr d,h1r.lnGd at 'hi audit of the ac:oount of thl p.rlonll r.pr"'tlhtlvl, OR
"IPput to thl Orphanl' Court
AD'UN'
I5lRATlVE
CORRECTIONS I
Faotual Irror. diteovlrld on thlt u."....nt Ihould bl addr....d In writing tal PA OIPart.lnt of Alvlnu.,
lur..u of IndlvJdual TIICII, ATTNI POlt A.......nt Alvllw Unit, DEPT. Z80601, tlilrrhburll, PA 17128'0601
Phonl (111) 787.6S0S. S.. pagl 3 of thl bookllt "tllItructlon' for Inhlrltano. TalC Alturn for a R..ld,nt
Dlcldlnt" (REY.1S0l) flJr an IlCphnatlcn of adalnhtratlvlly correctabll errort.
OIlCOUNT I
If any hlC du. h paid within thr.. (3) callndar .onth. aftar thl dlcld,nt', dnth, a flv, puclnt U:O
dhcount of thl tllC Plld It allcwld,
INTEREST,
Intlrut It oharald bl"lnnlng with fir" day of d.llnqu.noy, or nln. (91 .onthl and on, III day
fro. the dlte of dllth, to the date of pa.,,,,,nt. TalCII which blo,., dll Jnqulnt b.for. January 1, 1912
b..r Intarnt at the rate of IIIC 16%) parelnt per annul calcul"hd at a dilly rate of .000164,
All tUII which ble", d.llnqu.nt on or after January 1, 1982 will blllr Intullt at a ratl whlc:h will vary fro.
cal,ndar Yllr to callndar ynr with that rllt' announclld bv the PA nlp"t..,nt of Rlv.nut. Thl appllublt
lnterllt rlt.. for 1982 thrOUlilh 1995 lire I
'tW Int.r..t Rlt' Dallv Intlrnt Factor l:w Int.r..' Rate blllv Interllt FBctcr
1982 20% .000548 1981 9% .000247
1985 16% ,000451 19ea.1991 m .ODOSDI
191~ 11% .000'01 1992 9% ,000247
1911 15% .000356 199"1994 1'1. .00D19Z
1986 10'1. 000214 19Q5 ''1. .000247
'.lnter'lt It a,lcu1,t.d .. followll
INTEREST . BALANCE OF TAK UNPAID K NUK8ER OF DAYB DELINQUENT K DAILY INTEREST FACTOR
"Any NotIce i"uld Bft" ttll till bleo",,, d.llnquent will rafl.et In Interllt C:lleulatlon to flfhln lIS) daYI
b.yond the date of the ........nt. tf pay..nt h Il.d. after 'hi Inttrllt COllputetlon dill .hown on tht
Notlu., additional Interllt .Ult bl calculatld,