HomeMy WebLinkAbout94-00436
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REV-1543 EX AFP 11-911,*
CllHHONllEAl IH Of PENNSVLVANIA
O;:PARlHENI Of REVEPU:
BUREAU OF INDIVIDUAL lAKES
D€PT. Zl106Dl
HARkIS8lmO, PI 17128-0601
/ jl-~:{ / /.:1.
INFORMATION NOTICE
AND
TAXPAVER RESPONSE
IFILE
ACN
DATE
NO. 2IJN'-D~':::S{.J"
94117552
05-04-94
(;1'
ell"
GEISE
171 0 WARREN ST
NEW CUMBERLAND
BERNICE
PA 17070
M
TYPE OF ACCOUNT
E 0 SAVINGS
B CHECKING
TRUST
CERTIFI~IITE
REHIT PAYHENT AND FDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLI SLE I PA I" 013
ELSIE
I,
ESTATE OF MAURER
5.5, NO. 162-50-7965
DATE OF DEATH 02-11-94
COUNTY CUMBERLAND
DAUPHIN DEPOSIT BANK I hi' provldld the DIP"t..nt with thl Infor..tlon lilted bllow which hu blln ulld In Cllcul.tln, thl
potential talC due. Thllr recorll. IndlClh that at thl duth of thl above dlCldlnt, YClU were a Joint ownlr/blnlflchry 'If thlt ICCOl.Klt.
If you fI.1 thlt Inforut.lon It Incornct, pi.... obtlln wrlttln correction fro. thl financial In.titutlon, athch I COpy to thlt fur.
iIlM ~.tll'n It to the above Iddre... Thll aocount II taxable In accordanol '11th thl Inhtrltancl Tax law. of Ihl COllonwulth of I1tn1llVlvlnll,
QUlltlon. IIY bl alllwlnd bv culling <1111 7111-8527.
COMPI-ETE PART 1 BELOW. II II SEE REVERSE SIDe FOR FILING AND PAVMENT INSTRUCTIOND
Account No. 0010262121 Oote 03-23-92
Eoteblhhod
Aooount 8llano.
P.roent Tlxlbl.
AMount Subjoot to
r.. Roto
Potontlo1 To. Duo
1,160,43
50,000
580,22
,06
34.111
TAXPAYER RESPONSF.
FAILURI TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASID ON THII HOTICI
To Inlure proper cred I t 'u" your loraunt, two
(Zl oopll' of thll natlc. 'Ult .ecollftlNl';' YOI"
pay..nt to th. R'Aittlr' of Willi, "..... r.hll,~
payabll tOI "R.ghter of Willi, "Int",
x
x
HOTEl If till PIY.lntl .r. IIdl within th'lI
(l) .nnth. uf thl d,cldlnt'l dltl uf L1..'" ,
you aay deduct II S~ dhcount of thl till Ikll,
Any Inherltlnu t... dlM will hlco" dllln"..",
nlnl (9) lonth. Ifter thl d.ll II' ll..th,
To.
PART
IT]
[CHECK ]
ONE
BLOCK
DNLY
A. 0 Thl abev. Inforaatltln and talC du. It corrlct,
1. '!eu uy choo" to ,..It pay..nt to thl RIllllter of Willi, with two coptll of thll nnt1f!1 tll f1hhlll
a dllcount or avoid Int.rllt, or you lIy chick bOlC "I" and rtturr. Ihll notice 'a Ihl w.,II'" IIf
Willi and an offlclel ulllllont wl1l bl l"uld by thl PA Clpartll"t of R.v.no..
B. 0 Th. abovl uut hll bun or will bl rlportld and talC paid with thl P.nnlylv.,,11 Inhlrlh'''ll 'Ill IItu".
to bl fUld by the dlcldlntls rlpre..nllltlvl.
c. ~~I aboVI Infor.aHon 11 Incorrlct and/o~1 and dlductlon. Wtrl plld by you.
You IUlt co.plltt PART CD flnd/or PART [!] bllow.
OFFICIAL USE ONL V r'l AAF-
PA DEPARTMENT OF RtVENUH
If ~ou indioate a dUflrlnt tax rib, pl.... .tat. your
rolotlcnohlp to docodont I
PART
~
"AX RiiTURii . COHFUT.f; nail
LINE 1. Ooto Eotob11lhod
21 Account Bll.no,
5. Porcont T..ob1o
4. AMount Subjoct to Ta.
S, Oobto ond Doduotlono
6. AMount To.ob1o
7, To. Rote
8. To' Duo
0:- TAX all JOItIT/Tf1U!:T At'COUt!T9
PART
[!]
DATE
DEBTS AND
P.~D
1
2
3
4
5
6
7
8
DEDUCTIONS CLAIMED
-,.........-
1
2
5 X
4
S
6
7 X
8
-
PAID
PAVEE
Lfi.;
DESCRIPTI ON
AMOUNT PAl D
"'-
') ,-
..
- ,-
~
.. ~ ~.
,1
TOTAL IEnter on Uno S of 10. Co~pu o\lcnl
I. {. ,I
Undor ponolUu of porjury, I docloro thot tho facto (
oOMIltoto to th,O but of .~ know1odpo ond bollof.
TA::;bd~'J-({O~7JJ '-~~A-..u:'.J
hlVI r.port.d Ibove nr. trUI, cnrr.ot Ind
til!.M_E__,Ltl'/) ~7j1 "'~;',"{~I.!J ~m7u
WORK () I;' ~ 'J~/
TF,LEPHDNE NUMBER 11 '
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT wllh ,,,lIeable Int"..t baud 0" In/or..llon
.uLtltt'd by thl Hnanel",! In.tltutJon.
Z. Inheritance tax bluc." delinquent nJn. .onthl .ftlr the dlCldent', dah of dlllth.
J. A Joint account 11 hlClbh IVI" though th, dlced.nt', nlllll was added as a utter of conv.nl.ncI.
4. Accounh (Inoludlng tho.. hald b.twlln husband IInd wlft) which the dlc.d'lnt put In joint on.. within on. yur prIor to
duth ar. fulh tlMIbI. II tranlfer..
5. AccCUlts utahlhMd jolnth b.t~u"n hulhand find wife lor. than on. lilllr pdor to duth Ilr. not taMable.
6. Accounts held by . deeldent "In trult for" another or other. art taxlbl, fully,
REPORTING INSTRUCTIONS - PART 1
- TAXPAVER RESPONSE
1. BLOCK Ai - If the Infor.aUon and cOlputatlon In the noticI art corrlct and deduction. .f. not bolng alal..d, plaCl an ")("
In block "A" of Part 1 of the "Tuplly.r Rupcnn" IIctlon. Sign two cop II' and lub.lt thl. with your chick for the uount of
till to the R.glltlr of Willi of thl county Indicated, Thl O,pllr\..nt of R'vlnul will It.u. an offlol111 1I......'nt
(for. REY-154ft EX) upon rlcllpt of the R.turn Ira. thl Rlght.r of Hllh.
Z. BLOCk II - 11 thl Ullt .p.clflld on thll notlcl hal bun or wll1 b. rlported IInd talC pllid with thl P.nnlylvanl. Inhltltanc.
TllC Rlturn fllld by the dloldlnt., r.prl..ntatlv., plaCI an "Xft In block "ft" of Pllrt I 01 the "TexptlYlr Nuponll" lIotlon. stgn onl
copy and r.turn to the PA D.part..nt of Rlvlnu', Bureau of IndlvldUlI1 fix.., Olpt 2B0601, Illlrr1tburg, PA 17128-0601 In the
anvllope provld.d,
S. BlDCI( C - If thl noUcl Infor.lltion I. Incorr.ct IIndlor d.ducUon. are bllng olallld, chick block "C" and co.pllt. Pllrt. 2 and 3
lIl:corulng co In. In.,ruclion. 0..10... :.lglI two COf1!U ~na IUOltt tn.. w',tn your en...,. tor tnl alouut of 1L~ pavaLI. ". the Righter
of Willi of thl county lndloatld, Thl PA Deparhllnt of ROVlnUI will 11.01 an offlolal a.......nt (Fol" REY-154ft EXI upon rlc.lpt
of the r.turn frol th8 Righter of Willi.
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
1. Entlr the dati tMI account orlglnalh Will ..toblhhld or tlUld In the unnlr edlUng at dati of death.
NOTE I For Ilt dlc.dlnt dying after lUll/ftll Accountl which thl dlcldlnt put In joint nanu within ani (1) Ylllr of dllth Ort
tSlCabll fully I!II tran.fer.. Howlvlr, thl" II an exclullon not to elCcud H,OOO pu tran,fer.. regardl... of thl valul of
the 8Clcount or thl nUlber of acoount. hlld,
If a doubh. utlr1tk (1Ul) appurs blfore your first nal. In the addrtll portlon of thh notlcl, the n,ooo uolu,lon
elrtady 1'111 bltn dlduotld frnl the IIccount bahncI al rlportld by thl financial In.tltutlon.
l. Enter the totll balanc. of thl accolXtt InClludlng Inter..t accruld to the detl of dlllth.
S. Thl pero.nt of thl acoount that 11 tlxabll lor IIIch lurvlvor II dlterltnld at followlI
A, Thl plrclnt talCablt for jotnt aUlt. utablhh.d 10rl t~lIn anI year prior to tt,1 ulcedlnt'l duthl
1 DIYlDED IV TOUL HUHIIER OF DIYIDED BV
JOINT OWNERS
EXI~lll A joint alut rtghttr.d In the nail of
TOTAL HUMIER OF X 100 . PERCENT UXAllE
SURYIYINO JOINT OWNERS
thl dlcldlnt IInd two oth.r p.rson"
1 DIYIDED BV 3 (JOINT OWM!RS) DIVIDED BY 2 (SURVIYORS) . .167 X 100 . 16,1X (TAXABLE fOR EACH SURYIYOR)
B, The plrclnt talClbll for Ullts crlllted within on. year of thl dlcldlnt', dlllth or accounts ownld by thl dlctellnt but hlld
In tru.t for another IndlvldulHI) (trult blnlfichrl..)l
1 DIYIDED IV TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X lOa . PERCENT TAXABLE
F.xaaplll Joint acoount rlQht.I,.d III the nalll of the dAcldlnt and two other plrsont and utablllhld within on. y,ar of duth b~
thl dlc.dent,
1 t1IYJDElJ IV Z (SURVIVORS) . .50 X 100 . 50% (TAXULE FOR EACH SURVIVOR)
4, The uount tubjlat to tlX (1ln. 4) II dlter.lnld by .ultlplylng the account balancI Oln. 2) by thl perclnt taxabll (line 3),
5. Enhr the total (.If the dlbt. and dedu,tlNl' tl.tlfl I" Pftl't ~.
6. Th, Il.nunt tal'Dhlt' (lln, to) h d.h~llnlrl hy subtracttng thi dlb" and dldurt:lonl (Ill'll 51 fr(ll thl alount .ubjlct to talC (line 4).
7. Enhr the appropriate tax rntl (l1n. 7J lit dehr.lnld bllow.
A, Tren.f.ra tn lInnl duclndontl Inoludlng father, 10therJ hu.band, wlfl, InnJ daughter, grandchlldrtn, ,on-ln'llIw,
dlvghter.ln-hw, .hpchUd and thalr ll1UI IIrl taKabl1 at .ilC parcant (6iO.
8, Trenlfe" to aU othl" inClUding brothlr, .hter, uncl., aunt, n.phlw and nilcl art taxllbll at f1ft"n p.rcent (15%).
C, If you ClhM9' thl tax rat., plaul 'PICltfy ~our relatlonlhlp to thl dlcadant In the ar.. provldld.
8, The Nount of tllf rtUI (1lnl 8) It dater.lnld by IUltlplylng thl "Iount taxabll Clln. 6) b~ thl talC ratl ClInl 1),
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
AlIowtbl. dlbtl IInd dlduotlon. Itre dltlreinld a. fOUOWII
A, You legally arl r..pon.lbl. for Plly..nt, or thl ..tatl .Ubjlct to au.lnhtrrtlon by II parsonal rtprt..ntatlv. II In,ufflollnt
to P8Y thl dlduCltlblt Itllll,
B. You aotually paid the dlbt. llfttr death of thl dlc.dlnt lII'ld olin furnllh proof of paYllnt.
C. Dlbtl b.lng olaJ.ld IU.t bll 1t..lrad fully In Part 1. If additional 'pac I I, nladld, un plain paPlI' ft 112" lC 11", Proof of
Ply..nt la~ b. r.qulltld b~ the PA DIPart.,nt of RIVlnul.
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, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327,