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' , , " \, I, ',1;:, :/:., '.\ >Ii , ,'I' ',.,....'" .'., " Il( .',1",( ,',' j t" i, ~ t" ... I .: ",.,:', " ~ ,", 1\: "" '., ,- 1,/' I'," ": '\ .... J'. T' .',' il'; ,J: .. , , '1,,1,' Lil,\ '. -r', , '^, ". I.'. i', ",; " ',I:': ~ ~',' :: ,,) I I 'I ), i -;,1" , ' .' ';'l:" ',,' 'I', 1"" ... , ,. ,. " I', '.',i, , ' ~:,." "".', " !I' " "I' " ..t ',\' ''', I',' " , ,. ,'.' I . ~ I ,::,;'" . < ;, '" ',"'J>' -1.: "1",1..', , i.')' , "?><' ., ' '\'" ., 'I"~ ,',j,,' 'I'. , '..,' t.': " ,(" L j. ",;' I I' 1 ~ ' '.\', ". .' , !:" ,;f,.1 " / ~ ':' '\, 'l! ,!.)l~ " " . '.' " >', ,.' " . I " ;' " ,,,,.,,' 1\ "I; . .' '.' I' ,,' 'I,' REV-154J EX AFP (1.911_ COHHOHWEAl TI1 OF PEHHSVL VANIA . DEPAR1H[HT OF REVENUE BUREAU or INDIVIDUAL TAXES , OEPT. Ze0601 t'ARRlsaURO, PA 11128-0601 ~ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 ' '(;j. 1'1,/ 'Ie')' 94114850 04-20-94 ESTATE OF WATSON S,S. NO. 159-09-0983 DATE OF DEATH 01-27-94 COUNTY CUMBERLAND TYPE OF ACCOUNT o ~ SAVINGS CHECKING TRUST CERTlfIC~TE REMIT PAYMENT AND fDRMS TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 JOHN t. C,,-.., WATSON 7 HOWARD AVE SHIPPENSBURG MICHAEL A PA 17257 DAUPHIN DEPOSIT Bt< I T hu provldoild thl Depart..nt with thl lnfor.atlon II,lId bllow \Ilhlch 11111 bun uud In cnlcuhtlng thl pallnttal tax dUll, The!r r.cord. Indlcah that lit the dlalh of tho lIbolll decldent, ~ou wert n joint owner/beneficiary of thl, account. If you 'nl thl. Inferllltlo" It lncorrtct, phase obtain wrlthn correction frol the flnllncllll Institution, lltttlch II copy to thh for. and r.turn It to the above addr.... Thl. neeDunt i. tllMabl, In IIccordanca with thl Inharltnnca Ta~ law. of tha Co..onwlalth of Plnn.ylvanla. Qu...t....". u;',J::" wr::W,"i:;:j b'l ::.Illn;l (71;') :'!!7.e3~:'. COMPLETE PART 1 BELOW Account No. 4937750283 M M M SEE REVERSE SIDE FOR Dlto 03-05-70 E.tobllshld FILING AND PAVMENT INSTRUCTIONS To. 2,370.07 50.000 1,185.04 .06 71.10 TAXPAYER RESPONSE n WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICe To In.ur. proper cradl t to your :Iccount. two (Zl copies of thl. not Ie. IIIU.t lIcco.pany your plI~"nt to thl Regl.ter of Hills. Haka chick pllynble tOI "Rlglshr of 14111.. Aglnt", Acccunt Bl11ncI Plrclnt rlXlbll Aoount Subjlct to T.. Rlto Potontlol TI. Duo x NOTE I If ta~ paylltnts lire llIadl within thr.. (1) "onth. of thl dacldlnt" dati of daath. you 1I11Y daduct 1I ~% dhcount of tho talC dUI, Any Inheritance talC dUI will bICO'1 dalinqulnt nlnl (9) ~onth. aftar the dati of dllath, x PART IT] .. [ CHECK ] ONE BLOCK B. ONLY c. Th' abovI Inforlllatlon and tax dUI I. corr.ct, 1. You Il!IY choon to rult payunt to thl Rl1glster 01 Wills, with two copl.. 01 thl. natlCI to obtain a discount or avoid Intlrl.t. or you lIIay chiCk box "A" and raturn thl. notlCI to thl Rlglstar 01 Will. and an olflclal a.....llant will ba Is.uad by thl PA Oapartllllnt of Ravanue, [] The lIboVI a..lt has blan or will ba raportad and talC paid with thl Plnn,ylvanlll Inharltancl TalC return to be Illed by thl dlcedlnt'. repra.antatlvl. o Th. abova lnlorutlon II Incorrect Ilnd/or debts and dlductlons w.rl paid by you, You "Ult cOllplet. PART 0 Clnd/or "ART [31 balow. If you indic.tl I differlnt tlX rlt., plllSI st.te your rolotlon.hlp to docldont: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART ~ TAX ~FTII~N - r.nl>lPIITATInN LINE I, Dlto E.hblhhod 2, Account Bl11nee 3. Plrclnt rlxlbl. 4. Aoount Subjoot to TI. fi. Olbt. and Deduction. &, A~ount Tlxlbl. 7, To. Nlto 8, h)( DUI OF TAX ON .JOINT/TRUST ACCOUNTS I 2_ 3 X 4 5 6 7 X 8 PAn 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED PART ~ DATE PAID PAYEE OESCRIPTION AMOUNT PAID I , -. -.... Irl tru., corrlct and ~ I I TOTAL (Ent.r on Line 5 of rlx Conput.tJon) ~.rjurYj I dlcllrl that the fects 1 hlVI rlportld abovl oy knowlodgl Ind bollof. HOME . ) " Undlr plnllti.. of coopl.to to thl bo.t 01 , / )" ~ . /,,.,,,.1 (, TAX~A~E ~IGNATURE '/ t I"") " , " "..L-,L..~",,-.:'.o-___p_ <;,oit~ /~,'I GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with ,ppllcaOI. Int"..t bond on Inlo,"t1on IUb.ltt,d b't the fJnancllll lnttltutlon, ;!, lnh.rltanc. tDlC blea'" dtllnquent nine lonthl after thl dl<:ldent'. date 01 duth, S. A Joint account I, I..lbll .....n though the dlcedlnt" na.. wnl lidded &I a utter of con....nl.nel. 4. Accounh (Including tho.. held ult....n hUlband and wife) which thl dlCldlnt put In Joint na... within on, year prior III duth Ir' fully teNabl. III tran,ferl. 5. ACCollntl IItablhh,d Jointly btt....n hu.bllnd and will lort than on. yur prior to duth IIrt not taxable. 6. Accounh held by a dlcld.nt tI'n trult for" ""othu or other I art hMBbl_ fully. REPORTING INSTRUCTIONS - PART 1 . TAXPAYER RESPONSE 1. BLOCK A . II the Inforllltlon llnd cOlputatlon In thl notlel art corrlet and d.du<ltlonl lIrll not bllng chlud, plac. an "K" In block "A" of Pert 1 of thl "Tollpayor R..pon.... Slct!on. Sign two copl.. nnd tubelt thl' with your check for the uount of telC tQ thl Alghter of Willi of the county Indicated. Th. [I.partltnt of AIVlnUI will luu. ell official u......nt (For. REV. 154ft EX) upon rlc~lpt of thl A.turn fro. the Algl.ter cf Will.. z. eLOCK B . If the eUlt 'Plclflld on thll notlc. hat blltn or will b. rtport.d and talC Plld IIlth thl Plnn.ylvanla Inherltancl TalC Rlturn filed by thl dlcldlnt', reprulntatlve, Placo an ")(" In block "e" of Pftrt I of thl "Ta)(PlIyer Rupontl" ..otlon. Sign on. copy and return to the ~A DIPart..nt of Rlvenue, BurlllU of Individual TalCU, VIPt 280601, Harrltburg, PA 1112&.0601 In the ltnvllope provld.d. 1. BLOCK C . If thl notice Inforlatlon II Incorrect and/or dlductlon. are btlng chlled, chick block "C" IInd cOlpllt, Plrt, 1 end 3 ftocordlng to thl Inltructlon, below, Sian two coplu nnd ,utlltt thlll with ~our cheek for thll 1111"",,1 "f liII,.. n"'YlIltJln In ,..... Q.!J\..... of Willi of the county Indlcatld. Thl PI. OIPartunt 0' AilYlnUI will h,uI tin official tI.......nt (FOri REV.IS48 EM) upon r,cllpt of thl return frol thl Rlgltter of Willi. T AX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter thl date thl ftccount orllllnulh 10111. utftblhhed or tltlod In thl unntr ed,tlng lit date of dlllth, HOTEl For a dlcldlnt dvlng efter IUIZ/aZI Account. which thl dlcedent put In joint nUll wHhln ani (1) yur of duth art talCnbl. full V ft. trnntflrs. tlowl..,er, thlre It lln ollclu.Jon not to IXcud U,OOO per tranlflr.. rlgardl.., of thl valul of thl IIcoount or th. nUlblr of account. hlld, If a doubl. ",ttrilk 111M) ftPPlllrt blfore your fIr.t "".. In the nddrlls portio,.. of thlt nutlcl, thl n,ooo Illolutlon nlrtady ha, bltn dlducted frol tht eccount hlllan'e as rtport'ld by thl Onllnolal In.tltutlon. 1. En\lr thl total balftnclof thl account Including Intlrut accruld to thl dati of dlllth. 1. Th. PIrClnt of the tlccount thllt I' taxabll for tach .urvlvor It dttor.ln.d "' '011010111 A. Thl plrclnt texabll fur JoJnt a..lt. I.tabll'hld .orl than 01'10 'lIar prior to thl dlcldlnt" dlathl 1 DIYl:lED a'1' TOUl NUHBER OF JOINT OWHERS ElIalPIIl " joint uut reghtlrld DIVIDED 8'1' TOUl HUHBEA OF )( lOa . PERCENT UMABlE SURYIVIHG JOIHT OWNER5 In the nil.. of thl dlcldent IInd two othlr Plr.on., 1 VIY1DEO BV 1 (JOINT ClWNERS) DIVIDEO 8'1' Z (SURVIYORS) . .167 X 100 . Hl.1% (UXABlE FOR CACII C;UAVIVOR) B. Thl perclnt tuabll for ft"IU crllltld within on, Yler of thl dlc.dlnt's duth or account' ownld bv thl dlcld,nt but hlld In trult for anothtr Indlvlduftllsl <tru,t b.nlflclllrl")l 1 DIVIDED BV TOTAL NUHBER OF SURVIVIHG JOINT OWHERS OR TRUST BENEFICIARIES K lOa . PERCENT TAXABLE ElCllIphl Joint eccount rtghtlr'ld In thl na.. of thl d.cldl,..t ftnd two othor person. end ..tebll.hld within on. 'lIar of dlath by the docldent. I OIVIDED BV Z (SURYIVOR'i) . ,~O X lOa .. sox !TAXABLE FOR CACti SURVIVORI 4, Th>) elount SUbjlCl b tall (Ill'll 4) Is dlt.,.lnld by llultlplylng thl account balatlcl (111'111 Z) by the perclnt tall8bl, IIIi'll 51. S. Entlr the tolal 0' the dlbU nnd doductlons Iiltld In Part 5. c., Th" 1l.lIu'll lutlul. (11''',01 I.. lJ"t,rJlljnlu by llubtrectlng \nl (lIbt' and (llduoUon, 1111'11 !II fro. the nlount .ubjlct to tfllC (111'1.41, 7, F.ntlr the approprlatl tall retl (Ill'll 7) a, d.tlrllnld bllow. A. Trnn.fl" to lineal dUClndant. Including fathtr, 11I011'1." husbend, wlfl, .on, daullhttr, grandchildren, .on-In-law, daullhttr" In-law, .tlPchlld and their luu. art telCnbll at Sill perclnt (6%), B. Transfert to all othlr. Includlnll brother, sitter, unch, lIunt, n.phlw and nllcl IIrI !ftllabl. at f1ft..n perclnt Cl5%). C. If you chengl the \till rnt., pin.. tPoclfy your relatlon.hlp to the dlcldent In thl arn provldld. IS, Thl alount of tall dUll <Ill'll a) Is dlhrtlntd by lultlplYlng thl nount tllCllbl. (111'1161 by thl tall rat. (I1nl 7>' CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEOUCTIONS CLAIMED Allollabll dlbt, Ilnd d'ductlon' ftre dlt.reln.d a, followlI A, '1'ou legally ftr' rUl'ontlble for pnYllnt, or the IIItatl lubJICt to Ildllnlttratlon by a perianal tlpr..lnhtlv. It In,ufflollnt to pay thl dlductlbll It.... B. '1'ou actuIUy paid thl dllbU 11ft., duth of thl dlcld\lnt and cen furnl.h proof 0' Ply.lnt. C. Olbt. b.lng chlltd IUlt b. It..lud fully In Pllrt l. If ftddltlonal 'PIlCI It nlldld, Uti plain pnper 8 112" Mil". Proo' 0' pay.ent .ay bl rlqUI.,.d by thl PA Depart.lnt of RIy.nu.. TAXPAYER ASSIS'fANCE 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, PUll1'IlSE OF NOTICE. To fulfill the requlreHnt. of Section 2140 of thf Inherltancl Ilnd Eltat, Tlx Aot, Act 22 of 1991. (12 a,S. hotloo mOl. PAYIEHT, DetKh thl top portion 0' thlt NotJe, and .ubtllt N1t~ your Ply.."t to thl R.ghter of Will. prlntld on the rlvar.. lid,. .. "aka check or lOnev ord.r payabl' tOI R~alSTER OF WILLS, AOENT. All PlyHntl ree.IVld ,hall fir.t bt IPpU,d to MY Intlr..' which ..y ba duI, .,Ith any r..llndtr IppUtd to thl tllC. REFUND (eR)1 A r.fund of . hlC oredlt, which WII not raqua.tld on the tel( r.turn, uy bt r.qua.tld by co~l.tlng an "Applloatlon for R.f~ of PannlYlvanl, Inherltencl and E.tat, TalC" (REY-UU)' Application. Ira IVlllM!' It the Offlc' of the AI.lltu of WH1I, any of tht 25 R.vtnuI Dlltrlot Offloll or by call1nll the speellal 24-hour an.w.rlng IIrvlel l'IUIIbar. for for.. ordering I In Plmlyly.nla 1-800-162-Z0S0, outside Ptnn.vlvlN'Ill ."d withJn 10011 ttlrrhburg .r'l (717) 787.8094, TOOt (717) 17Z-ZZSZ (Heedng r~llrld Only). o'JEcn~sll Any plrty In Intlr..t not utS.flld with thl IIppraltl.ont, 11l0Mancl or dJuUoweno. of dtductlonl or a.......nt of tll)C (lncludlng dltcount or lnt.r..t) .. .hown on thll Notlcl uy objtct within Ilxty (60) dlY' of rlcllpt of thlt Hotlc. byt "wrlttln protnt to thl PA OtPlrtllnt of Revlnul, BOlrd of APPlllt, OIPt. 281021, Hlrrhburll, PA 1712a-1021, OR ..tl.otlng to hevt thl ..thr dlhr.lntd at thl audit of thl aCCOl.W1t of thl plr.on.l rIPr..tntltlvl, OR ..appI.l to thl Orphen.' Court AD"I"- ISTRATlYf CDRRECTlDlft' Factu.! .rror. dhcov.rld on thlt Il.......nt .hould bl Iddr...td In ..rltlnll tOI PA Dlplrt..nt of RIV'nut, BurlMl of IrldlvldYl1 TIll", ATTNI Po.t A.......nt R.vllw Unit, DEPT. za0601, Harrltburg, PA 171la"0601 p~ (717) 781-650S, SI' p.gl S of thl book lit "Inltructlonl for Inhlrltancl Tax Rlturn for a R'lldent Dlcldlnt" (AEY-l!iOlJ for an upllnltlon of adlllnhtr.tlvlh corr.ot,bll Irrart. DISCDUtT. If IInY till cfuI Ii ptld within thrtt U) cal,ndtr 1IOOth, aftlr thl dlc,dent', d..th, . flvl p.rclnt (S)() dl.oount of thl tlX plld I, tlloNfd. IIfIEREST, tnt.r..t I. chtrllld blglMlng with flr.t ~y of delinquency, or nJne (9) IIOf\thl end one (1) dev frOll the d,t. of dllth, to thl date of p.y..nt. TIMII which btcIH d.lInqutnt beforl JllnUlry 1, 1982 b..r Int.rllt It thl rlt" of ,Ix (6~) Plrcent plr InnlM calculatld It II dalh rat. of .000164. All tllMII whiCh beo... uIlInquent on or aftlr JltlUary I, 1981 11111 bltr Int,rut at . rltl whJch will vlry fro. oellndlr YI,r to oll.ndlr Ylar with thlt rat. announold hy thl PA Olplrt.tnt of R.venue. ThI Ippllotbl' Jntlrl.t ratl' for 1982 through 1994 Irll '!W Interllt Alt. Dlllv Intlr..t FRctor lW' Intlr.Jt R.t. neuv Inhrllt Faotqr 19.2 2DX .000548 1.86 lOX .000274 1913 16% .000'5' 1917 9% .0002.7 19.. llX .OODlO! 1911-1991 llX . DODlO! 1913 UX .000356 1m 9% .000247 1991-l994 7X .DDDI9! ulnterlllt It ce1cultttd II follOWII INTEREST . BALANCE OF TAX UNPAID X HUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notlcl I..utd .ft.r thl till bleo... dlllnqulnt will rlfllct an Inter'lt cIlculltlon to fifteen C1S) d.y, beyond thl d.h of thl ........"t. If pay..nt I. .ede eftlr thl Intlrut COllPutltlon dltl lhown on thl NotlCI, Iddltlonll Int.rut MI.t ~ cllculltld. PAYNENT. REFUND (CR) I REPLY TO, DISCOUNT I INTEREST. D,tach thl top portion of thl, Hotlel and .ubllt with your pav..nt ..~. Pftyabll to thl na.. and addr... prlntld on thl rev.r.. ,Id., All pay.,ntl r.oltvld .hell flr,t bt applied to any Intlrllt which lIS,>>, b, dUI with nny rlulndlr appUed to tht ta)(, A r.fund of . tax crldlt, which was not r.quI.tld on thl Tax A.turn, "Iy bl r.qu..tld by coaplotlng an ItAppllcatlon for Rlfund of P,nn,vlvanh Inh.ritancI and E.tat. Tax" (REY.13U), Appl1oatlonl are a"allabl, at th, OfficIo' thl Rlgllt'r of Hili., any of thl 24 AIYlnUI Olltrlct Offlc,., or by calling thl ,plclal Z4.hour an,wlrIng lI,vlel nUllb.r. for for... ordlrhllll HEW IN PENNSVLVANIA 1.800.362.2050, outsldl Plnn,YllIMla and within thl local Harrisburg area (7171 7876094. Qua.tlon. ragardlng arror. contalnad on thl. not Ie. .hould bl addrl.tld tOI PA Cepart.lnt of Rlvlnul, Burlau of Individual TalC", ATTNI Po.t A.......nt Rlvllw Unit, OEPf, 280601, Barrhburg, PA 17128.0601, phonl (711) 787'6505, If any tax dUI I. paid within threl (3) cal.ndar lonth. aftlr the dlcldlnt's death, a flvl Plrclnt (5%1 dltcount of the talC paid II aUot'lId. lntlrast I. charged blglnnlng with first day of dlllnqutnoy, or nlnl (9) aonths and one (II day frol thl date of dlllth, to the date of paYltnt. TaXII which bloa.. dlllnqu.nt blforl J~nuary 1, 1982 bur Inter..t at thl ratl of she (6%) puolnt par annUl caloulatld at a dilly ratl of .000164. All talC" which bloe.. dtllnqulnt on and aftlr January 1, 1982 will blar Interest at a ratl which will vary frol cal.ndar year to oalendar ylar with that rate announcld by thl PA DIParteent of R.v.nue. Thl applltable Inttrl.t ratl' for 1982 through 1994 arl' ~ tnter..t Rate Oallv Intar..t ractor :!!!! Int.r..1 Rate Dally Intlr..t ~actor 1982 20X .000548 1986 lOX .000174 \9U lU .000438 1987 9X ,000241 \984 llX ,000301 1988-1991 llX ,000301 1985 m .000356 1992 9X .000241 199H994 7X .000192 -.lnt.rut 11 oalculatld .. followlI INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DE1,INQUENT X DAILY INTEREST FACTOR ..Anv Notlcl Is,uld after the talC hleOlt. dtllnqulnt will rlfllct an Inter..t calculation to flftl.n (IS) day. blyond Iho dati of th. Ilu....lnt. If Plly.tnl Is ..dl altlr Iht lntarut coapul.t Ion datt .hown on thl NOtlcI, additional Interut IUlt bl cnlculatld.