HomeMy WebLinkAbout94-00295
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~!Vo1543 !X AFP (10911.
COMOONWEAlTH OF PEHNSYlYAHIA
DEPSRTHEHT OF REYENUE
IUItEAU OF INDIVIDUAL !AlCES
DEPT, ZI060l
ttAARuaURO, PA 1712&-0601
II. (ol -3
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
NO. 21..94. tJ.l9!i
93056817
12-31-93
TYPE OF ACCOUNT
V ~ SAVINOS
CNEC~INO
TRUST
CERIIFIr.ATE
REHIT PAYHENT AND FDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLf, PA 17013
FIL!
ACN
DATE
r:
I
"
, ')
lI,.\ ,.
ESTATE OF FElDT
S,S, NO, 164-16-6089
DATE OF DEATH 10-21-93
COUNTY CUMBERLAND
MARTHA
C.
CUI"
FElDT
5 STEPHEN ~9,:
CAMP HILL
MELVIN D
PA 17011
DAUPHIN DepOSIT BK & T hu provldtd the D.p.rt..nt with the Infeta_tlon Il,ted bllow which hili blln uled In calculating the
pot.ntlal t8l( dUI. Th,I, recordl Indlcat. thtt .t thl dnth of tht aboVI du.dlnt, yOU w.r. ft Joint owntt/blnt'lohrv of thil 'HlCDunt,
I' yOU ,..1 thl. Inll/tutlon I, lncorrltlt, pl.... othll1 wrlttln rOI'r..,tlnn frotlll thll '1"11101,1 Inttltutlon. ~ttl''lh II oop)' tC'l ,.\.. fo,....
~.1.';t:~:",' 1,-." H,.. ..\0'..... ~""ur. T"l~ ....,~.:n. l~ t1,.lhl::', D~(""r~:1\:: ',:l~' th':.' '-,,:.,r-I.-"~.' !~l, ~;:t -:1 tho: rll'::;'1\,~;.~~'. c" f',;"',rr~~'.':111=,
OUlltlon. .'V bl an.wlrld bv calling (117) l61.8321,
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Accoun~ Nc, 0032514891 Dltl 11-28-88
Elbblhhld
Account Blllncl 301 , 71
Plrclnt Toxlbll M 50 , 000
AMount SubJlct to Tax 150,86
TIX Rltl "j("""" , 06
PotlnUl', Tox nUl 9,05
PART TAXPAYER RESPONSE
CUI FAILURI TO RISPOND WILL RESULT IN AN OFFItIAL TAX ASSESSMENT BASID ON THIS NOTIC! I
A,
To In.url proplr crldl t to your account, two
(2) copl.. of thh notlcl .ult aoco.plny your
pay..nt to thl RIghtflr of Willi, Hllk. chick
pavabll tOI "Righter of Willi, Aglnt",
NOTE I If tlK plY.lntl IIrl udl wi thJn thru
(3) IIIcnthl of thl dlcldent', d.t. of duth,
you Mav d.du~t n SX dhcount of thl taK dUI.
Any Inherltancl Ulle dUI will blco.1 dlllnqulnt
nlnl (9) .onth, aftlr thl dati of duth,
[CHECK ]
ONE
8LOCK
ONLY
o Thl above Jnforutlon and (ilK dUI II corr.at.
1. 'Iou IlllIY choo.. to r..1t pIIYlllnt to thl R.ghter of Willi, with two copiu 0' thll noUc. to obtaJn
I dhcount or avoid Inhrut, or- you Uy chiCk bow "A" anti r.turn thlt notic. tc thl Rlgl,t.r of
willi and an official 1I1111....nt will b. luu.d by thl PA DIPartllnt of RIVlnu.,
a, 0 Th. above uut hit bun or will b. rlporhd IInd tllW paid with thl Plnn.ylvllnla Inhlritunc. TaK r.turn
to b. flied by lh. decldent', r.pr...ntaU.....,
C. 6(J Th' abo..... tnfor.atlon I~nc~rrect and/or d~bt. and deduction. w.t. paid bV you.
'fou .ult co.pllte PART ~ IInd/or pART CD b.low,
If you lndlo.t. _ diff.r.nt tax r.t., pl.... .t.t. your
,..letionahip to d.e.d.nt I
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
lAX Rt.lIJkl'l . llul'll'U I A [lUll u~
LINE 1, Olb E.bblhhld I
2, Acoount 8,1.ne. 2
3. Plrclnt TIXlbl1 3
4, A.ount SubJlct to TIM 4
5, Olbb I"d Olductlon. 5
6, A.ount Toxlbl. 6
7, Tlx Rltl 7 K
B, Tox DUI 8
I/lX ON .J"~N III tlU:H illiliUlJtfl ~
11-28-88
301,71
K 156~~~0
4809: 720,
_Q.Q_ (CREDIT $338:86)
PA~T
~
DATE
10 2
00,00 (CRFnlT S))R Rh)
DEBTS AND DEDUCTIONS
f'AlJ _....._._...,..__.__
1
2
3
4
5_
6
7
8
CLAIMED
-
PAID
PAYEE
DESCRIPTION
AMOUNT PAl D
SECOND
o 2 TOTAL I Enllr on L1no 5 of Tox COMPuhUon I
T CH~D.dlr plnlltl.. cf porJury, I dlclor. thol tho foolo I hlvl r.pcrbd IboYl Irl truI, ocrrlct ond
h:.1~t~o_ th~"1.;;jtWlodgl Ind blllof, ~~~~ ~ }~ ~ : ~~ = m~
~~IGNAtURE . TELEPHORE NUMB'~R
"
,
GENERAL INFORMATION
1, FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with a.pllcablt Inttrut ba..d on Inl.r..llon
,ub.ltttd bV th, fln."ol,1 InllHutlon.
l. Inherltenc.. tll( blec... d.lInquent nln. lonthl Ift.r the d..oldtnt', de', of duth,
3, " Jotnt IOCDuot I. ttubl, IVln thIJugh th, dlc.dlnt', nail Wit at1d,d .. I ..tter of con"'nl.n'l,
4. Accounts' Inoludlng thou h,ld b.twnn husband IInd wife) which the dle.dlnt put In joint II.... within on. YI.r prior to
d..th Ir. fully l..,bl. II tr.n,f,rl,
5. AClClOuntl ..tlblhhld jointly b.twllen hu.band and wlfo 1I0r. th." on. ynr prior to duth art not tUlbl..
6. Accountl htld uy I dle.Ulnt "In trult for" anoth.r or ath.r. ar. ta~abl. fully,
REPORTING INSTRUCTIONS - PART
1 - TAXPAYER RESPONSE
1. BLOCK A . If thl Infor..t1on Ind cOlputltlon In thl notlcl ar. corrlet and dlduotlons ar, not being Cllll..d, pilei an "X"
In block "A" of Plrt I of tht ""ICPIYlr Rtlpon.l" lOotlon. Sign two cop I'. and .ubllt thu with your chick for thl ..aunt of
talC to the Rlahhr of Willi of the county Indica lid, 'hi alParhlnt of RIVlnUt will Juu. an offlcl.l a.......nt
(For. REV~IS4a EX) upon rec,lpt of the Rlturn 'rot thl R.;I.t.r of WIll.,
l, BlOCIC 8 . If the !lllIt Iptclfhd on thit notlct ha. bun or will bl r,ported and talC pnld with the P.nn.ylvanh Inherltanc.
hlC Rlturn fllld by thl dlc.d.ntlt rlpr..lntatlvl, plac. an ")(" In block "8" of Part 1 of thl "TalCplYu Rt.pontl" lIoUon. Sign \.lnl
copy and rlturn to thl PA Deput.,nt of Rlv.nul, !Iuruu of Individual TaK", Dlpt 280601, Ha/'rllbur;, PA 1711l'0601 In thl
Invllopt provided.
"'OCI( r ~ It t~.. nolin. In'vrutlnll I. Irll'nrrlct and/or t..aduntlon. nr, b.Ir,~ c\PlI'IiG, elilck block "C" and eo.phtt PerU 2 and J
acoordlng to the In.tructlon, b.low. Sign two copl.. /l11d sublllt thu with your chick for the ll.ount of tIlx pIYlblu to thl R.ghter
of Willi of thl county Indlc.hd, Thl PA D.part'l"t of Rlvlnul will hlUI nn official a.......nt (For. ReV'154a EX) upon r.c.lpt
of thl rlturn 'roil thl R.gllt.r of willi.
TAX RETURN - PART
2 - TAX COMPUTATION
L1HE
L Enter the dltl thl account orlglnal1Y wa. ntablhh.d or tltl.d In thl IIlnn.r elClttlng at dah of death,
NOTEI For a dle.dent dying afhr IUluaZI Account. which thl dectutnt put In joint nau. within cnu (1) Yllr of dtuth art
hxabll fully t!II traMflr., Uow.ver, there 11 an IlCclulJon not to ,lfc..d B,aOO plr trlln,'.r.. rllgllrdle.. of tht valu. of
thl account or thl nUlllber of account I htld.
If a doubll IIIttr1tk (MM) IPpU" blofore your first nau In the lIddre.. portion of th1t notlcl, the n,ooo ueludon
alreadY hili lJ..n dtducted fro. tht account hahncI III reporttd by the financial Inttltutlon,
2, Enter tht totlll blhne. of tht account lnoludlng Intlrllt acorUld to thl date of (lnth,
3, Thl perelnt of tht lIccount thtt 11 \elCllbll 'or nch .ur'Jivor It dltltlllln.d III fOUOWII
A. Thl perctnt taxabl. for Joint Ullt. ..tablJah.d 1I0rt than cnt yur prior to tht dtCldlnt'. duthl
I DIVIDED BY TOTAL HUKBER OF
JOIHT OWNERS
ElCt.plll A Joint a.ltt rlgilt.red
DIVIDED BV lOTAl HW:BER OF )(
SURYIYINO JOINT OWNERS
In thl nau of thl dleedlnt and two othlr
100 . PERCENT TAXABLE
plrsons.
1 DIVIDED BY 3 (JOIHT OWHERS) DIYIDED BV Z (SUR'JIVORS) . ,167 X 100 . 16.7% <TAMABLE rOR EACU SURVIVOIU
B. Thl p.relnt talClbl. 'er a...t. cruhd within one Ylar of the dee.dllnt', dlftth or t1ecounh ollned hy thl d.e.dlnt but h.ld
In tru.t fClr another IndlvlduaJ(l) (tru.t boneflclarJ..),
1 DI'JIDF.D BV TOTAL NUWBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
)( 100 . PERCENT TAXABlr.
Enlplll Joint account r.ghhrld 1n tha nail of the dlc"dant llnd two other plt.on. and ..t~bl Ishld within ani 'lIar of d..th by
th. dlcld.nt.
I DIVIDED BY Z (SURVIYORS) . .50 )( 100 . 50% (TAXABLE FOR EACH SURVIVOR>
4, Thl a.eunt tubJlet to talC (lIn. 4) Is dltlr.lnld by lIultJp1ylng th. llceount balanel (line 2) by the perctnt talCahll (lint 3J.
~. Enter thl toUI uf tnl d.bU llnd 0100C\I\[111 1U.lltl In hl1'~ ,),
6. Thl allount tal<lbll (linl 6) 11 dlterMlnld by tul1trlctlng tht dtbts and dlductlonl (llnl 5) fro. thl alllount .ubjeot to tlllC (11M 4),
7, Enhr thl apprepr latl talC rat. (111'11 7J at d.ttrelnld bllow.
A, Trlnl"rs to 111'11.1 dnctndanh Jncludlng ,-thlt, .othlr, hutband, ~If., ,on, d.ughtlt, grandchildren, .en~Jn.law,
d.u;htlr-In-llw, ,ttpehtld Il'ld thtlr l..uI art tnxabll at .JIC Plreent (6%).
B. Trln."rl to all othtrs Includln,., brother, 11Ihr, unch, aunt, nlphl", and nllc, are tuabll at flft..n pertlnt (15%),
C, If you chlngl thl tlllC ratl, pluell 'Plclfy your r.latlon"hlp to thl dleldlnt In tht arlll provldld.
a. Th, nount of till( dUI (Unl 81 h dltlrll".d by .ultlplylng the ll.ount tlXabl.. (IInl c.J by tht tlllC rnte <llnl 7J.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabll dtbt. llnd dlduotlons ftrl dl\lr.!nld ft. follow'l
A, Vcu ttg..lIh Ire rllPon.lbll for pllynnc, or thl ..tah ,ubJlct te nd.lnl.tratlon by a p.rsonal rflpr...nhtlv. II In,ufflollnt
to pty thl dtductlbll It....
a, Vou aotu.lty paid tht dlbtt nfter dlllt., of thl dtetdlnt I'Ind can furnl.h proof of paY'lnt,
C. DabU btlng clal..d .Ult b. It..!zld fully In Part 3. If additional Ipac. It n"dtd, UII plain paper a 1/2" IC 11", Preof of
pav..nt allY bt rlqul.tld by thl PA O'Plrt.tnt 0' Rlvlnu~,
TAXPAYER ASSISTANCE
Ir- YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
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,
PURPOSE Of
NOTICE I
To fulfill thl requlrHlntt 0' Stctlon 2140 of thl InhtrUona. and E,t,t, Tille ,lot, Aot zz 0' 1991. (72 P.S.
Slctton ZlltO).
PAVNENT,
D,t.oh thl top portlon 0' th\J Hotlol and lubllU with your pay..n, to thl R'uhllr of Willi prlnt.d on the
rly.r.. IIdt.
-. Hak. chttk or 10nlY order pnyablt tOI REGISTER OF W1LLS, AGENT.
All Ply..nts r.ctlvld .hall fir.' b, applied to any Intar..' which ..y bt dUll with any r...lnder appllld to thl hM.
REFUND ICRlI
A r.fund of . teM cr'dlt, which wet not rlqul,tld on tht talC return, IIlIV b, r.quutld by coapl,'lng an "AppllcIUcn
for R,fund of Plnn,vlv8nll Inhorlhncl and E.t.te TalC" (REV-U1U. Application. Ir. IVlihbl, at tht OffiCI of
thl R,ght.r of Willi, any of the 2S Rlvlnul Dlstrlot Offlc,. or bv 0"111011 thl 'Plchl 24-hour Inlwlrlng ..,vlel
n..-b.r. for for.. ordtrlnSIl In Ptnnly1v.ni. 1-aOO-362-2050, outl1dt P.nn.v1v.nh end within 1ac.l
H.rrllburg er.. (711) 167-8094, TOOl (17) 772-2252 (Hearing I.plirld Onhl.
OBJECTION!" Anv party In Intlrtft not ..tllfl.d with the .ppral....nt, 11I0wllnc. or dlullow.nc. of d.duotlonl or u......nt
of tlM lJno1udlng dittount or Int"..t) II Ihown on thll Notlc. Ilay obJlct within .IKtV (110) dlVI of rllCl.lpt of
thll Notlc. bYI
--wrlthn prote.t to the PA Dlp.rtlllnt of Ravlnue, 80ard of AppI.I., O.pt, 281021, Itarrhburg, PA 17128-1021, OR
...l.ctlng to h.v. UI. uthr dlhrllln.'" .t thl lludU of the lleeount of the Plrlonlll tlpr..entotlv., OR
--IlPPllll to the Orphlln,' Court
AONIH.
ISTRATlVE
CORRECTIONS,
F.atu.1 .rror. dheover.d on thll .SII.....nt .Muld bl .ddr,...d In writing tOI PA n.pert.,nt of R.v.nu.,
Burllu of Indlvldulll rlX", ATTNI Po.t A",..I.nt R,vl,w Unit. DEPT. 280601. tt.rrllburg, PA 17121-0601
Phon. (717) 787-6505, S.. pig, ! of thl booklet "In.truotlonl for Inh.rl\ano. TaK Return for III Ruldlnt
Oleld.nt" CREY-IS01) for IIn IKpl6n.tlon of edlln!.tr.tlvlly eorrletlllblt Irror.,
DISCOUNT I
If IInv ttIC dUI II plld within thrll (l) e.l.nd.r tIlonth. afttr thl d.ndlnt'. duth, In.... p.relnt (5;0
discount of th. h,x paid 11 allowld.
INTEREST,
Int.rut lit Clh.arll.d b.glnnlng with flr.t d.y of deIIMUIMY, or nln. (91 lIonth. .nd on. (1) dlY
frol thl dtt. of dllth, to thl dati of pav..nt, TaWil which b,cI'" d.llnqu.nt blfore January I, 11J8Z
bur Intlrut at th. rat. of .IK (6iO perc.nt ptr annul calculated at a dally rat. of ,000164.
All \lXII which b.o... delinquent on or afhr January i. 1982 will bur Intlrut at a rlt. which will vary fro.
clhnd., year to ul.nd., vtar with th.t rltI announe.d by thl PA DIPart.."t of R.v.nuI. Thllppllc.bl.
Intllr..t rat.. for 1981 through 1995 arel
'LW Inter..t Rate hJ..U.Jnttre. t Flletor 'LW Inttrut RIl\l Dnllv Intlrut FIlCltor
1911 20% ,000548 11)81 9% ,OOOl47
1983 16% ,000418 1986-199) 11% ,ooom
198. 11% ,00030t t992 1)% ,OOOl47
1981 U% ,000556 199H99. 7% ,00011)2
1986 to% .000Z74 11)95 9% ,000247
..Interllt 11 caleuht.d .. folloWll
INTEREST . SALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any ~otlct Iuuld aftlr thl t.lt bleOIl" dlllnqulnt will refl.ot an Inttr..t e.lculatlon to flft,," (151 d.y,
b.~ond thl dllt. 0' th. lu......nt. If p.y..", " ".dl afltr thl Inttr..t eOlllputatlon dati .hown on the
NOtlOIl, "ddltlonal Inttrllt IIlU,t be calculatld.