HomeMy WebLinkAbout94-00205
R!V-1543 !X AFP (1-911.
COfft)HWEAL TH Of' :1..HHSYLY/0i)4IA
DEPARTMENT OF REYENUE
IUREAU OF INDIYIDUAl TAMES
DEPT. ZID6Dl
HARRISlURG, PA 17128.'6'1
.I ). ll','.J . /
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FIL!
ACN
DATE
I
NO. 21..QY.();;lOS I
94106472
02-23-94
ESTATE OF I MES
5.5. NO. 178-28-8674
DATE OF DEATH 08-16-93
COUNTY CUMBERLAND
TVPE OF ACCOUNT
N ~ SAVINQS
CHECKINQ
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
J
GUVER VERA M
CIO 16594 CUMBERLAND HV
NEWBURG PA 17240
ORRSTOWN BANK hll provldtd thl nlp.rt..nt with thl Inforutlon tht"d bllow ~hlc:h hat b..n ultd In cahuhtlng the
!lchnU.. tel( dYI. Thllr rlcord. Indlaat. thlt lit thl dulh 0' thn above dlcld.nt, you wlr. II Joint owner/blnlfJclarv of thh account.
If you f.11 this Inlar..tlc" h Incorrlct, pio..1 obtain wrlttt" corrlotlon 'rn. thl ,tnnnel.l Inttltutlon, "'ttach II COpy to thll for.
IInrt ,..tllrn It to th~ "hove add"... Thlt account II tuablt In ac:cordancl with thl Inh.,-ltancI Tft)( law! of thl COllllon"l.llh of Pennlvlvanla.
Que.tlon. lav bl anlwlrld by calling (7171 187-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
Aooount No. 3 -18175 Ooto 06 - 01-73
E.toblhhod
Aooount 801onoo 1, 597.05
Poroont To.oblo X 50.000
Aoount Subjoot to To. 798.53
To. Roto X .15
PotonUol To. Duo 119 . 78
PART TAXPAVER RESPONSE
COI FAILURB TO ReSPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHBNT BAsaD ON THIS NOTIC! I
t A, ~ Thl abovI Infor.aUon and talC due II correct.
1. Vau lay chao.. to rnlt pav,ent to the Rlgllter of Willi, with two copl.. of thll notlcl to obtain
CHECK " dhcC/unt or llvold Int.rut, or you lay chick bOI< "A" lInd rlturn thh notice to the Rlght.r of
ONE ] Wl1h and an official u......nt will be I..ued bV the PA Dlpartllllnt of Rllllnu.,
BLOCK a, 0 Tht abOll1 atilt hili blln or will lie reported and tBl< paid with the Pennlvlllanla Inhlrltancl TeIC return
ON LV to bl filed by the decedlnt'lI tepr..entatlvI.
To Inlure proper credit to your ftccount, two
III copl.. of thll notice 'Ult lICoo.pany your
p~Y"nt to the Reghter of Wllh. Hilke chick
paVllbll tal "Righter of Willi, Aglnt",
NOTEl If till< pay,ents are fIIlade within thru
nJ .onthl of the dlcedent', date of duth,
you IllY dldunt a !ii: dltcount or thl tal< du..
Anv Inh4rltanc. talC due will beca.e de11nquunt
nln. 19) ,onth. after the date of death,
c. [:] Thl abollo Infor.atlon I~ncorrect nnd/a~ debtl and deduatlonl wire paid bV you.
Vou IUlt co.pllt. PART ~J and/or PART ~ bllow.
If you indicat. I diff.r.nt t.)( r.te, pl.... .tat. your
rolotlon.hlp to dooodont,
PART
[!]
DATE
DEBTS AND DEDUCTIONS
OFFICIAL USE ONLY 0 AAF
PA ~~RTHENT OF REVENUE
r.n _' ... \ :11
".. -~'!'-""; ':,'_'I(';'l ,....
1 " , I .~', (',
2
3
4
5
6
7
8
CLAIMED
<.
l....l
PART
~
TAX
LINE
Ri:iv~i. - CCi.j~:';TA':':::: ft..
...
1. Ooto E.toblhhod 1
~. Account B.l.nu. 2
3. Poro.nl To.oblo 3
4. Aoount ~ubJool to To. 4
5. Oobt. ond Ooduotlon. 5
6. Allount T.)(.bl. 6
7. To. Roto 7
8. T.)( Du. 8
T/,:: O~: ,:::!:t~".'T!H.lC'!' .~CC"IJN'!'~
x
.1
x
I'.
PAID
F
PAVEE
DESCR I PTI ON
AMDUNT PAID
I
TOTAL IEntor an Llno 5 of To. Conputotlon)
I
I
I
$
Undor ponolllo. of
~~oP oto to tho bo.t of
.~~ .~/
/ ". I.
TAX ~R SIGNATURE
porJury, I dooloro thot tho
ny kno.lodgo ond boll.f.
l r
--<~"-4_~.-L/'
J
heh I
h.y. r.ported .boY. .r. tru., corrlct .nd
HOME (-'/ ',) !;32.:..,:,,~s.:t
WORK ( )
TELEPHONE NUMBER
,
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GENERAL INFORMATION
1. FAILURE TO RESPOllO WILL RESULT IN AN OFFICIAL TAM ASSESSHENT with ...1100111. Inl".., b...d on In/o...l1on
luMltte<.! b~ the flnlMllS Intt1tutJon.
2. InhtrltWlClI tiN beclo... deUnquent ntn. lontt1l afhr thl dlc,dlnt', dlt, of d..th.
:s, A Joint ecClK.W1t II hlCebl. IIVIm though the dIClde"t', "... Nil .~ as . nthr of conl/.nIMe'.
.. Account. (InolucHng tho II held bttw..n hu.band and wlft) which the dlcld,nt put In Jtllnt ".... wUhtn one Vllr prior to
dt,th Ir. full V tlluabl. .1 trll"llf.r..
5. Account. ..tlbll,hed jolntlv b.tween hUlbtnd and w11. ~r. than on. v..r prior to dlsth art not tlkablt.
6. Acc~t, held by . dec.dent *In trult for" anath.r or othtr. Ir. taMable fUlly.
REPORTING INSTRUCTIONS - PART 1
- TAXPAVER RESPONSE
I. BLOCK A . If the In'or..tlon Ind co.putltJon In thl notlCI er. corrlot nnd dlduotlon. .r. not bll"; clal..d, pilei 1ft "K"
In blook "A" nf Part 1 of thl "TIMpIYlr R..pon.... IIctlon. Sign two cop III amI .ub.it thu with your chick fnr thll alount of
tll)( to thl RIghtlr of willi of thl county Indlcatld, Th. Dlplrt..nt of Alv.nu. will luuI an olfledal a......."t
(For. Af.V~1548 EX) upon rlcllpt of the Rltu;"n frol the Righter of Willi,
2, alOCIC a - If thl aUlt IPlclfhtJ on thh notic. hu bun or 14111 b. rlPortld :lnd talt paid with thl Plnn.ylvanla Inhlrltancl
TI)I A,turn fll.d by the dlcldlnt1a rlprl..ntlltlvl, phcI IIn "K" In blQck "!I" Qf Pllrt I 0' thl "TIIl1PI...lr R..pon.... .loUon, Sign ani
COpy Ind rlturn to the PA DIPart.."t Qf Alvlnu., !Iurlllu of Individual Tlllell, O.pt 280601, Ilerrhburg, PA 11128-0601 In thl
In~.lope provldld,
S. BlOCK C - If thl noUc. In'or..tlon h Incorrlct andlor' dlduotlona rarl ullng Ollll..d, chick block "C" and cOIlPllh Plrt. 2 and S
Iccordln; tn thti InltruoHon. bllow. ~tgn two capilli and .ub.it thu. with your chlCl( for thl nlount of tale paYlbl. to thl Rlght.r
of WJlh of the county Indlo.tod, Tho PA DIPort..nt of Rovlnul will iuuI IIn offlClhl lun"lnt (Fori REV'I~4a EX) upon reo.ipt
of the r.turn frol the RIglat.r of Willa,
TAX RETURN - PART 2
- TAX COMPUTATION
LlN€
1. Entlr the dlt. the account orlglnlllh Will eUablhhld or titled In thl IInn8r olllltlny at dati of duth,
NOTEI For a d,cldlnt dying eftor 121121821 Acc,",unh which thl dleedlnt put In joint m.... within on. (1) ~ur of d"th ltr.
tillable fully el tunlfer.. tlowlvlr, thuI la IIn ucluslon not to .xcud B,OOO plr trans fir.. rlgllrtllo.. of thl v.lu. of
thl account or the nu.blr of account. hlld,
If I double utll ilk (1111) eppurl blforl your first natll In thll addr"l portion 0' thl. notlcl, the 0,3,000 uclulJon
Ilrndy h.. been d.duoted frail thl account balanc. 81 rlported by the financial Inltltutlon,
2, Entlr the total bllencl of thl ~ccount Inoludlng Int.rl.t eocruld to thl date of dlath,
3. Th. Plrclnt of th. account that It tanbl' for IIch ,urvlvor I. dlterllnld III follow'l
A. Thl peroent laxabll for joint IIInt. IItabll1hld lor. than onl Yllr prior to the doc.dlnt'. d..\hl
I DIYlDED IY TOTAL HUHIER OF
JOINT OWNERS
ExlMtPlIl A Joint ullt rlghtlrld
DIVIDED ~V TOTAL HUHIIER OF X 100 . PERCENT TAXAlllE
SURVIVING JOINT OWNERS
in t,. na.. of tho dlcldlnt end two uther perlon.,
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . ,167 X 100 . 16,11: (TAXABLE FOA EACII SURVIVOR)
.. The plrclnt tlxable far a...t. crlatlld within on. Yler of the deeldlnt', death or account. oNnld by th. dlcldlnt b~t h.ld
In tru.t for anothfr Indlvldual(.1 (tru.t blnlflolerlesll
I DIVIDED BY TOTAL HUHBER OF SURVIVING JOINT
OWNEAS DR TAUST BEN[FICIARIE~
X 100 . PERCENT TAKABLE
Ex.-pll' Joint account r.glat.rld In the na.1 of thl dlcldlnt and two othlr plr.onl and I.tablllhld within on' Yllr of dlath by
the decldtnt,
I DIVIDED BY ~ (SURVIVORS) . ,SO )( 100 .. SOl: (TAXABLE FOR EACtI SURVIVOR)
~. Th. lWOunt .ubJ.ct to tale (11nl 4) I' dltlr.lnld by lultlplYlng thl account balanc. lllnl 2l by th, parcGnt tlMabl1 (line ]),
fI, ~nt.r t.... ttltll1 'Jf t~l) r1~t'~c 1!~! :l:ld~c~I::': llrt~:1 in rtl.~ 3.
6. Thl MOunt taMabl. (Unl 6) 11 d.teralnld bv .ubtraotlng thl dlbta and dllluotlona (l1nl 5) froa thl allount .ubJlot to tile (l1n. 4).
7. Entlr the Ipt:lroprl.t. talt r.t. (l1nl 7l 81 dlttralned bilow,
A. Transflrs to IIn..1 duc:.ndentl Including hIther, lothlr, hu.band, wlfl, Ion, dluoht.r, grandchlldran, .0n~ln.hw,
daughter.ln-law, .tepchlld end th,lr issuI orl taMable et six Plrcent (6%),
B. Trln.fera to all othlrl IncludinG brother, 'lIhr, unoll. allnt. nlphlw end nhlel arl taMabl1 at flft..n Plre.nt l1S~).
C. If you Change the tlx rIte, plaasl ,plclfv your ralltlon'hlp to thl dlcadlnt In thl arl' provldld.
II. Th. lIaunt of tIlt dua (lIn, II) 11 dltwrllnld by lultlplylng the !laount traxftbll (l1nl 61 by thl talC rate <lln. 7),
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabla d.bt, end dlductlon, IIrl datlr.lnld a. followl'
A. Vou l,gally lire rl.ponslbl. for pIY.lnt, or tha .,tatl lubJ.ot to ftdainl.tratlon by a Plr.onal rlPrl.lntatlva I, lnlufflcllnt
to p.y the dlductlbll Ita",.
II, Vou Ictulllv paid thl da~ta aftlr dlath of thl dloldlnt and cen furnl.h proof of paYllnt,
C. Dabt. b.lng olallld IlIU,t bl Ita.hld fully In Pert 1. 1f eddltlonll .peel I. nlldld, Uti plain plplr 8 1/2" Ie 11". Proof of
pay.ant .IY b. r,qu..tld by the PA DIPlrtMlnt of RIVlnUI.
TAXPAYER ASSI$TANCE
lF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DI~TRICT OFFICE
OR CAll THE BUREAU OF ItlnIVIDUAl TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327.
PIJRPOIE Of'
HOTlCE'
PAYHEHT,
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To fulfill lho rtqUl""~I. of "oUon 214' of Ih. Inhorlt""". onct Eltol. To. A't, Aol 22 of \991. (72 P.I.
l.oUon 214DI.
DollOh lho lop porUon of Ihh HoUOI .nd .uIl.1t with .,ur P....nt 10 Ih. R.ght" of Wllh prlnt.d 'n Ih.
rIV.r.. 'Ide.
.~ Hek. check or ~on.~ order Plvabl, tOI RF.OrSTHR OF WILLS, AGENT.
All ....onto "o.IVld .h.1I flrsl b. 'P.II.d 10 .n. Int"..1 which ... b. dUl, with .n. r...lnd" 'Ppll.d I' tho ts~.
A "fund of · lox mdlt, whl'h w.. nol "qu..l.d on tho I.. "Iurn, ... b. ",u..t.d b. oo..I.lln. .n -APPIlOlU,n
for R.fund of P.nnMvonl. Inh"ltono. 'nd E.I.t. T.." CREV.13131. Ap.llo.U,n. "I .v.IlIbh .t tho OHio. of
Ih. R..I.I.r of WIll., .n. of tho 23 R.v.nu. DI.lrl.t Dffl....r b. ..llln. Ih. '."1'1 24-hour .n.w.rlng ..rvI,.
nuabtr. for for.',orderlngl In P,nn'Ylvanll 1.800.36202050, out.ide PennlvlvlnJ. 'n~ within 10001
Hlrrhburg .r.. (717) 781.1094, TDDI (717) 772.2252 (HurJng rlpaired Onh),
DIJECTlDHS, Any p"ty In Inl".., nol ..Ihft.d with tho ..pr.h...nl, .1I0w.nOl or dh.llow.n" of d.duoU.n. " ........nl
.f It. Ilnoludlng dls,ounl or Int"..11 .. .hown on Ihls HoUOI ... obJIOI within ,1.1. 16Dl d... of "0I1PI of
Ihh Nollo. by!
--.rltl.n prol..1 10 Ih. PA Do..rl..nl of R.v.nu., Imd ,f A.P..I., D..I. 211'21, "."hburg, PA l7I21-1D21, O~
...tlOlln. 10 h.v. tho '.Itor d.tsroln.d .t Ih. .udlt nf Ih. ....unl .f Ih. ..rson'l ".r...nl.llv., OR
..apP..l to thl Orphan,. Court
ADHIH-
IITRATlVE
CORtll!CTlDH1.
D IICOUNT ,
IHTEllEST.
FlOlu.l"ro" dh,o....d on Ihh ........nt .hO<lld b. .dd"...d In .rIUn. 10' PA Dop.rl..nl of R.v.nut,
lu"... of IndlvJrl<J.l T."., ATTN, POIt A.......nl R.vl.. Unit, DEPT. ZlD6Dl, H"rlsbur., PA 171Z8-060l
Phon. 1717) 717-6505. S.. p... 3 of Iho bo.klll "In'lruoUon. for Inh"lltno. To. R.lurn for. R..Illtnl
Dlo.dlnt" (REY-ISO!) for In IMplanttlon of .d.JnJ.tr.tJv.l~ corr'et.bl. .trorl,
If .n. II. dut h ..Id .lthln Ihr.. 131 OII.nd" ,ontl.. .fhr tho d.o.d.nl'. d"lh, . flv. parO'nt IU)
dhoount a' tM tI)C P,Jd 11 BUew.d.
Inl"..1 Is 'h"gld boglMlng .lth fIrs I d.. of d.ltnqu.n,y, or nln. (9) _Ih. 'nd on. 111 day
froo lho UI. of d'.lh, 10 Ih. d.l. of .....nl. T.... .h!'h b.o... d.ltn,u.nl hf", Jonuary I, 1982
bI.r int.relt .t the rlt. 0' lik (6l() p.rc.nt p'r InnUl a.loul.t.a .t e d.il~ r.t. of .000164.
All I.... Nhl'h boo... d.ltn"""'l on or .ft" Jonu". I, 1982 .111 b..r Intor"l .1. rol. .ht'h .UI vary
,.I.ndar ...r 10 o'.'nd.r ...r wllh Ih'l r.l. snnouno'd b. tho PA D'..rl..nl 'f R.v.nu.. Th. 'Ppll'tbl.
inter'lt r.te. for 191~ throuth 1994 .r"
frol
~ Int.r.1t A'lI D.Jlv Int,r.'l Flatar ~ Inter.,t AU, DIJlv Inttr..t F.at~
19U 20:< .OODSII 1916 lOX .000211
1913 16~ .0'0431 1917 9~ .000217
1914 1U . Do,lOI 1988-1991 IU .000lOl
1981 15le .00DIS6 1992 9~ .'00117
1991-1994 7~ .000192
."Int.rllt I. ellout.tea et 'allow"
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAVS DELINqUENT X OAILV'INTEREST FACTOR
--An. Hall.. I..Uld 1ft" Ih. It. blOo... d.ltn""'nl .111 rtfhol .n Inl"..1 OIleulstlon 10 fllt..n (II) d...
bo.ond lho d'l. of Ih. ........nt. If P....nl It ..d. .It" Ih. Inl"..1 oo..utollon d.1I 'he.n 'n lho
Nottel, .acUtlon.l Int.rllt "'''t b. ellouhttd.
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