HomeMy WebLinkAbout94-00552
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nEV-1S43 EX AFP (1-91).
CQI1HONW(.4l HI or rrN~SYLVANlA . '
O:-:i1ARTHElH or Rf:VENUI: 1t.
BUREAU Of INO!VIUUAl 11\111:5 , . ,.,
OI:PT. lftQ601 - .l;
flARRISIIURO, IIA 1/1Z8-0601 '01.
, J / 1/ I'
I . I' '\ ,'1 I" -
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
I FILE NO. 21 -. '/'-1. c' .:;-5..:z..
ACN 94125456
DATE 06-16-94
""""...."'.,._l~u.........____.._"n........-'-",..'_....-=-*-'
TYPE OF ACCOUNT
AlINA M [] SAVINOS
L.~I CflECKING
[' TRUST
[xl CEHTIFICm
1-
-----.--.,--... -""""--..........--=....~~=,..,,~..,..,.,.......,~,..~"-,
~5TATE OF YOS T
5.5, NO, 207-07-9993
DATE OF DEATH 03-22-94
COUNTY CUMBERLAND
(
(
BEISTLINE JAMES R
6003 HUMMINGBIRD OR
MECHANICS BURG PA 17055
REMI'I PAVMENT ANO FORMS Ta,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
HARRIS SAVINGS DANK tllU provldod tho UOPllrtmont with tho InforM"tlnn Ilstod holow which hns hun Util,j In cfllculnllng the
potentlnl tnll dllll. Tholr racordl 111c1lento lhllt ill tho donttl of tho Ilhovn decndont, 'Iou worn it Joint ownor/hnlloflclnrv of this /lecount,
If YOU fool \hl$ lnfOrl,"t1on Is Inconnet, plunin ohlnln wrlttun eorractlon frolll ttlo IInilnelnl Institution. nUoctl ,1 cOpy to this fon'
nnd rllturn It to thll I1hovo Ilddro~!i. fhls II(:co(/nt I.. tM/lhlu In ,lccorl!!H1CI1 with IlIn Il1h"rl"mr" '(I~ I".... nl tho rn.""""'oflIH, ~f ":n~,~','I'..~,~,I::,
Quostlonl fillY ho iln!lWllrllfl hv calling (7111 18/-8371.
COMPLETE PART 1 BELOW. . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Acccunt Nc. 18-30-116886 Date 02-26-88
Established
13,018.17
50.000
6,509.09
.15
976,36
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNEN1 BASED ON THIS NOTICE
Acaount Balance
Pera.nt TBxabh
Amount Subjoo\ \0
Tax R.te
Potontial TR~ DUI
x
10 Intllro j1ropllr cradlt to your /lccount, two
('ll coplos IIf tills f10tl(;0 mist lICCOfl1plHW vour
j1nYtrlont to Iho Hoql5tor of Wills, Hnko chock
flnYllhlo to, "Roglstol' 01 Wllls, A!lont",
x
Horf: If tlllt fJ<'IYlllonts llrO lI1/1clo wllhln throll
(.~, 1'0I1t"5 of tho iJQCOclOflt' s dllto of dOAth,
YOU MY /Induct 11 ,,% discount of tho tOIt dllo.
Any Inhor It'lnr.o tIIlt dUll 01111 hocomo llollnquont
nino (l)1 months altur tho 1I0tll 01 dllnth,
Tax
PART
III
A, [] :~.
,1hovo Inform"t Ion Imd tOl( {juo Is corroct.
't'CJI/ lTlllV ChOOSD to rO'llt pilv",ont to tho Roglstur of Wills, with two c.oplos of this flOtlCO to ohlllln
/l discount or ,wold lntorust, ur YOIl m,w choc~ IWIt "A" IInd roturn this notlco 10 tho Roylstor of
Wills Ilnd on offlcllllllUossmont 01111110 ItSuOll!lv tlm I'A 1l0Pllrhofll IIf ROVOf\\IO.
r- CHECK ,
L B~~~K -I
ONLY
R, [J
fhA IIbovo ilssotlH1S hilon or will tlo roportal! iHld tlllt Ilnld wllh Iho POfmSVlv/lfljo lnhorlll\flCQ 1M roturn
10 he 111011 bv tho tloc"dont' s r opro\Qntllt IV(I.
c, [__} rho IIhoVII Infor",llt ltln Is llncorroct ,mll/or II]OIlIS nml (jucluct Ions
Vou ,"ust complalo PART [-~-i <1r\Cj/or PART [~~_ balow,
woro Pllld by vou.
If you indicatl a different tax rate, plea~. stat. your
relationship to decedent 1 u___
PART
~
T.~:-:
LINE
~ETUP.M . COMPUT^T!OM
1, Oet. Establlshod
2. Account Balancl
3, Plroent Taxable
4. A~ount Subject to rax
5, Debts and Deductions
6, A~ount Ta~ablB
7. hx Rete
8. Tax Oua
O~ T^X C~! JOINT.'TnUST
1 0'" - ,~ t.. .,r f
2 /.'1 ,I " J', I J
3---1L f,-a
4 t ,-~'l.()tf
5 "-:,-")" ;~ "
& /., " ,\.,"7.( _
~
7)( ../ ,)
8 /y-tJ-.!?7
.
OFFICIAL lISE ONLY [J AAF
PA DEPARTMENT or REVENUE
P.CCQUNTC
PAD
PART
@J
DATE PAID
-IV
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIMED
,
PAYEE DESCRIPTION AMOUNT PAID
--<""~ , f(!Y'#"l.i/.V .., C/::. . , :;,)
---'
AJ' 1. " /I ';,1/.
f U. ~", ..c , . " ?
.....,l-
TOT Al I Entor on Uno 5 of h. CO.ollh\lon I . .:F"',s-()' ~l. ;fD__
of perjury, I dechra that thl fects I have rlportld ilbove Dr. .truI"corrl"t and
of I~Y/:n_";lr,.,r and b.llof. fiOf'lE__ (la);2'f'__f'__-~Ziu~_____~...':'__ ,
.........-~." WORK () /.~ ' "i -'I '/
j DA~
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 'II" 0",11,,"1. Inl",.\ ,..., on Inlor..tlon
lub.ltt,d by the flnllncllll luttltution.
l. Inhlrlhncl tall bICOIII. dlllnquent nln. Ilonths nftlr Ihl docoden", dill. of dutll.
~, A Joint occount II taMable .vln though Ih, dllClIdtfl\'. rullll Will nddad nt n II/lthr of conYlnlanel,
4. Acoounh {Inoludlnll tho II hlld blltWOUII hUlbllnd nntl wlftl which UIC dlCldlnt put In joint nllfllGl within one \lur prIor to
dlath IIr. fUlly tOMllblll ". tran,f".,
~, Accounh ..tIIbl!lhld jointly bit",.." hu.bllnd nnd wit_ liar. thon on. y",' prior to dnth ar. not tallabl"
6. AceDunh hlld by " dlutdllut "In trult for" illlothar or tllhlr, MO tI!Jcllnlo fully,
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. 8LOr.K A ~ If th, lnforlllltlon Ilnd COllputlltlon In thll notlclI n,. corrlct Ilnd dnductlonl fir. not bllllll chlllld, phol an ")("
In block "Au of Part I of thl "Ta~paYlr R..ponUl" nctlon, Sign two copt.. and sub,lt thl' with your ohlck for thl IIlllount of
talC to thl Rulttlr of Willi of the county l.,dlcatod. Iho O,partllllnt of RQvonul will luuI tin o"lchl aUlIllunt
(F'Orl Rl::Y.IS4B EX) upon I'IICllpt of thll Rlturn fro, th, Right" of Wllh,
2. BLOCK 8 - If thl asslt sPlclflod on this notice hll. bun or ~111 b, rlPortld nnd till( paid ~Ith tho Ponn.ylvanl" Inherltancl
TelC Rlturn fllld by thl dlcldlnt's rIPrtunt(\tlvl. placl an "I(" In block "8" of 1'''''1 I of th, "fnllplIYor R..pon.... IIctlon. Sign on,
copy IInd ,.turn to thl I'A OIPart..nt of Rlvenul, Burlau of Individual Tal(l., OIPt 280bOlf HarriSburg. PA 11128-0601 In 'hi
anv_Iop, provld,d,
,unrl( r. M If thl notlcl Inforlllltlon II Incorrect andlor dlductlon. IIrl being olallld, chick block "c" IInd cOllpllta Part. 2 and 1
nccordlng to thl Instruction. balow. Sign two copies and lubllt thl'" with your chock for tho allClun' of talC payabll to thl Righter
of Wills of thl county IndlclIt.d, Ih' PA DIJlarhlont of R1Vlnull will luuI nn o"lcInl lI'UUllInt (FOri REV-1S48 EX) UpOn rloolpt
of thl rllturn frol lhl Rlglltllr of Will..
TAX RETURN - PART 2
TAX COMPUTATION
LINE
1. Enhr thl dati the nccount originally was utablhhld or tlUIU In thl 1I1Inn" odstlng lit flatll of dllllth.
NOTEI For II dlCldlnt dYing nltlr lUlU821 Accounts which thll dllclIdlnt put In Joint nnu. within ani {ll Yllllr of doath art
tnlCabl. fully as trnn.flrs, IlowlVlr, thoro Is nn IllCclu.lon not to alCcud $1.000 plIr trlln,'arlll ragardh.. of thll VI)IUI 0'
tha account or thl nUllber of accounts "eld,
If n doubte nlterlsk (\lUll npPlIIlr. bllforo your first nIl",a In tha Ilddrlll portion of this nolin, thl '3.000 olCclu.lon
ftlrendv has bllln daducted frol the account bnlllncl "' roportod hv thl financial In.tltutlon,
Z. Entlr thll total bnlancl of thl nccount Including Intlr'lt lIccrUld to the dato of dallth.
3. Th' plIrclnt of tha l'lcCount thnt Is lalClIbla for ollch survivor Is dllhrlllnld n. folloN'1
A, Thl parcent talCabll for joint "Iutl liltahll.hod lIorl than ani vaar prior to thl dlClldllnt', dalllhl
1 D1VIDED BY TOTAL NUMBER OF
JOINT OWNERS
(lCa.plal A loint blut rllghtortd
DIVIDED BY TOUL HUMBER OF X 100 . PERCENT U~ABlE
SUAVIYING JOINT OWNERS
In thl nil" of thl dllCldllnt nnd two othlr plllon.,
1 DIVIDED BY 3 (JOINT OllHERS) OIYIDEO BV 2 (SURVIVORS) . .167 X 100 . 16.7% (U~ABLE FOR UCI! ~URlJllJOR)
B. Thl porcant tnlClIble for 1I..ltl created Nlthln ani Vllllr of thl fllcodllnt'l dlllt" or IIccount. QI/nlld by thl dlcldlnt but held
In trUlt for llnothllr Indlvldu!lllsl (trust blnlflclarle."
I DIVIDED 8'1' TOTAL NUHBER OF SURYIYINO J01NT
OWNEAS OR lRU~T BENEflelAAlts
I( 100 . prRtEH' TAXABLE
EICIlIIPlal Joint account reglltlrld In the nUll of thl d,cldlnt nnd two othar parson. IInd llItllhlhhod within one Ylllr of duth bv
tha dllcldlnt.
1 DIVIDED BY 2 (SUAVIYORS) . .~o X 100 . ~O% (UXABLE fOR [ACII SURVIYOIO
4. Thl a.ount lubjlCt to talC {lint 41 Is dlhrolnld bv f1ultlplvlng thl nccount hlllllncQ (11nl 21 hv thlllorclnt ta~lIblQ (11nl 3).
S. Entor thc tt'hl of th: d;ct: ~r:' :lC=',i::t1:~~ l1::h:! In f'I)rt !,
6. Thl lI.cunt tlllCabla (1lnl 6) Is dlterlllnld by llubtrllctlng thl flftbts IInd dlductlon. (lInl Sl 'roil thl allount ,ubjact to tlllC (lin. 4),
7, En"r thl appropriate talC rnto (11nl 7) as dltarlllinld bilow,
A. Tranlfl" to Ilnnl dUllllndllnt, Including fllthlr, lIoth" I hu.bnnd, wife. .on, daughtllr, grftndchlldrtn. 10n'ln-Illw.
daught.r.ln"llIw, stlPchlld "nd thllr luuI nrt tnl(abla at sIK Plrcllnt (6%).
B. Tranlf"l to all othlrs Including brothlr, 'I.tor. uncll. aunt, nlphlW and nlaca art talCllbll lit 'If tun plrc.nt (15%).
C. If yoU chllngl thl talC ratl, pll"'1 .p,clfY your rllatlon.hlp to thl dlcldlnt In thl nraa provld.d,
8. Ihl 1I.0unt of talC dUll Cllnl 8) II dlttrllllned by Ilultlplylng the IIMunt tlllCablll (llnl 6) by thll tllll rlltl Cllnl 1),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AllowlIhle ulbtl and d.ductlon. lire dltlrllnad n, follo~'l
A. You ltgalh IIr. r..,.onllbl' for paYlllnt. or the nstlltl IUbjoct to adlllniltrntlon bv fI Plrsonlll rlpreunhtlvl II In.ufflollnt
to pay thl dlductlble It'lIl,
a, You ftctually paid thl dabt. aftlr dlath of thl dllClldlnt and clln furniSh proof of paYlllnt,
C. Dlbts bllng clah"d .u.t bl Itull'd fullY In Plln 3, If additional 'pftCI II nlldld, un plain NIP" B 112" IC II". Proof of
paVlllent .ay bl rlqu.ltld by thl PA OIPartlllnt of RIVlnUI,
TAXPAYER ASSISTANCE
IF YOU NEE!) FURTHER INFORMATION OR ASSISTANCE, CONTAC'r ANY
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,
REV'1543 EX AFP (1-91)* I
COHHONWI.A'"' or "r""'VANIA : INFORMATION NOTICE
ot"ARlHI.", or 'tVI.NUI. L AND
8Ullf;AU OF INDIVIDUAL Tms . TAXPAYI!R RESPONSE
VErT, za06DI ' "-
HARRISBURG, fI' 171i'8.0601 ;a.
..""*""'--=...__...~....- ..... -------......"'=-'-----.....
FILE NO. 21 ,/.;. ',,:, .L
ACN 94125457
DATE 06-16-94
ESTATE OF YOST
S.S, NO, 207-07-9993
DATE OF DEATH 03-22-9(,
COUNTY CUMBERLAND
TYPE OF ACCOUNT
M [I SAVINGS
Ixl CHEC~ING
[J TRUST
[J CERTIFICATE
REMIT PAYMENT AND FORMS Ta,
REGISTER OF ~ILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ANNA
(
("
BEISTLINE JAMES R
6003 HUMMINGBIRD DR
MECHANICS BURG PA 17055
HARRIS SAVINGS BANK hfll provided the DQIll'lrtlllunt wl\h the InforrUttlon llltod hI low which hn, bOlln u,od In c<'Jlculntlng the
potential tl'lM due. Their rocords Indlcllto ltlllt ot the donth of tho nboye dQcodont, 'lOll wore /I Joint ownor/bllno(lcltlry of this /ICCollnt.
If 'IOU Inl thlt In'orlll,,'lon Is Incurroct, plonso ohtoln wrlttnn corroctlon fro", tho fln/lnelnl In$tJtutlon, nttnch II copy to this Inr"
nnd return It to the tlboVQ nddre99, 'h1" nccl)unt l!l IO'(Ahln in IIrrnrrlll"rn ..,Ith thA 'nHMlh.."" T".. Ln"t t!' \ltO r';"":~'''I:::;!~:-, ::, r';:r,i',:;',l'.:,",l..,
Duutlonl 1Il!!'I ba answored b'l cIIlllng 111"11 781"8.\l1.
COMPLETE PART 1 BELOW M M M SEE
Account tlo, 18-00008112 Doh
E .hbllshod
REVERSE SIDE FOR
11-03-92
FILING AND PAYMENT INSTRUCTIONS
Aooount Oolaneo I, (,85,20
Poreont Taxoblo X 50,000
AMunt Subjoel 10 Tox 7(,2,60
Tax Rata X ,15
PohnUol Tox OUo 111,39
PART TAXPAYER RESPONSE
~JI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE I
10 Insurn proper erocllt to 'lour Elcc;ount, two
((-'I coplos of tills notlco !'lust ElCCOIllIIlInY your
IIAy""ont to tho ~oglstor of Wills, Hnk(l Cfl(lck
rn'loblo to: "~olJlstor of Wills, Agont",
NOT[: If tEll( pAy",ents IIro "lido within throo
(31 ncnlhs 01 tho declldant's ftElto of dQllth,
you IIm'l IJatJuct II 5% discount of tll" tOJ( due.
Any 111herltnnca till( dua will hllcollle clllllnquont
nino I'll month!> nftor thll dnto of (Ion Ill,
[CHECK "J
ONE
BLOCK
ONLY
A, 0 Ihe oho....o InforlllEltlon nnd tnl( duo Is corroct.
t. You MY chooSQ to r!lllllt pElYlllont to tho Roglstor 0' Wills, with two coplos of this notlclI to obtllln
11 discount or ovoid Intoro!;t, or 'lOll IIlEl'l cllor.k hOI( "A" anti roturn this notleo 10 tho Register of
Wills nnd nn o'flclol flssoss,"ont will ho Issuod h'l tho P", Dllpnrtlllllnt o( RO....Anue,
8. 0 The nho....o 1'l!lsilt hns hGon or will ho ropurtod nnd tnl( Iwld with tnll Pllnnsyl....llnlll Inherltnnce Tllk ro'urn
-- to ho filed lly tho chlclllJont's roprnsQnlotl....ll.
C, r] Tho abovo lnforlllntlon I!-Jncorroct nnd/or_dohts ilnd dotJuctlons wQrQ pnld by 'IOU.
0- Vou ~'uct cu,~plotQ PART L~J and/or IIAln l!J bolow.
If you indicate a different tax rate. p10fts. state your
r.1lltionship to dtJoedent 1__.___._. ...._._____ ._nOno_
OFF1CIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
[~
TAX ntTUntl C:HlrUT,',r:Or:
LINE I. Ooto Eslobllshod
2. Account ae1ance
3, Peroent Texab1e
4, A"cunl Subjoet 10 Tax
fl. Debts and Deductions
6. A"ount Tlxable
7. To. Rolo
8. rex Dua
PART
~
DATE PAID PAYEE
~..~--~ ~~. .
"\--.r:l.!, ~..,4A-'
I
or TA~ O~~ JO:j~i/7r:U~j ';:;:OUi.i~
l/I-J-{,7-.
2 /1/ Y.>-.':;,"
~. ''{~~t9
7-1L- . I~
8 '1 '-/' 1//7-
DEBTS AND DEDUCTIONS
rAil
1
2
3
4
5
6
7
8
C I:A!lllil
~
1
TOT AL
AMOUNT PAID
1?U~
I Enter on Une S of rax Co"puhtion I . ;!..!I!!...,_llu_'l
flots 1 have report ad aboYI Ire true, corr~ .nd
H_0"MJ_J~J:7J_"~~"~_j.~2Y L----___,
~ORK () ? ~?E1V
DESCRIPTION
f<<(.-aht;;:1 ..vr /f::~.4d.l~./-'''
II ,.,1
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAl. TAX ASSESSMENT .Ith ,ppllcaOI. 101"'.\ O.nd on Infor..tlon
lub,lttod hv thl flnnnclnl Institution,
Z. Inh.rlhIM. talC b,eD." d.llnqu,,.t 'llnQ lIIontht Mtor the decodent', dntl uf denth,
3, A Joint account II tnlCabh IYan though the dle'denl', lilli'll WIU ndrhllJ n. II IIlllthr of conYlnlencl,
4. Account. (Inchldlng tholll hold ho1twoln h(ullnnd nml wi',,) which tha clle.dullt put In joint nallo, within on. 'iAnr ,.,rlor to
duth art ftllly tnMnbl, fl. t'""tfer.,
!to Account. .11.ftblllhlltJ jointlY httwltn hu.hllnd ltnd wife Rloro lllnn one vlnr prior to dlnth IU', not tn)("III..
6, Account. held hy It dlCllcllnt "In Inllt for" onolh.r or DUlin Mil tnlCllhlll fully,
REPORTING INSTRUCTIONS - PART
- TAXPAYER RESPONSE
1. BLOCK A . If th, 1"'OrMlInn Ilnd Cl/llput"Uon III thll notlcll IIrll correct "nd fI"dllCtiorll IIr" not bllng CIIlIM.d, pho. nn "K"
In block "AU of I'nrt I of the "TIl)(PllYlr ffUllonu" .actlon, Sign two cop lei and subMit thlll with your chIck for the nllount of
tnl( to the R,glstor of Willi of thl county hullcn\lcl. Ih" lJlflnrtllGnt of rlA'lGnUI will I'JIUI tln o"lclnl tllllslll.nt
<For. REV-1548 EKl Uflon rAcnlpt of IhG Rotllrn frolll the RIgllt" of Willi,
Z, BLOCK II . If thl n.llt IPoclflod on thls/lUtlce hll' tHIO" or will htt roporll1d nnd tlllC IInld with thl I'onnlyjvnnln Inherlt/Ulc,
Tal( R,turn filed by thll dlcodent'l rllPrltlontntlvl, 111nco l\I1 ")(" In hlock "B" of f'nrt I of the "TII)(pnyltr UltPon.." tor-tlon, Sign on.
copy nnd r.turn to thl jlA OoporhUlIlt of RlIvlnull, Burllnu o( Individual IIIKIS, !lllllt 280ilOI, Iln,.rllburg, IIA 1/128'0601 In th,
envllop. provldld,
el.nrlt r - " Ihll rwtlr.n Inlor.ltltleJfl II Incorroct nnd/or chulLlctlonl IIrl tlolng CllllllllU, check block "c" nnd cOlllplet. Polrtl Z and 3
neoordlng to the InwtruCltloflll billow, SIUn 1'10 capilli onel stlll",lt tl101ll with your check for tho n_ount of tnK I'llyoble to the R.gltt.,
of Willi of the count\' lndlcnted. fhl I'A [Jopnrtllllnt of qllvDnuI '1111 luulI llI1 oHlclol OUO"lIIlnt Irorlll R~:Y'I!i48 EX) upon rlcwlpt
of thl roturn fron the Raglst.r of WillI.
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
1. Entf!' the clnt. thl account orlglnolly wnl IIltllbllshllcl or tltlou In the nnnnor ol<lltlng Itt dllte of clenth,
NOTEl For /I dllcldllnt dying nftlr lUlU8Z1 Accounts whlth thll decedent put In Joint r1n~u wi thin ono (t) Ylllr of death it"
\n)(obh 11.111'1 III tnlnlfors. 1l0wIlVIr, thero II nn oKclullCln !lot to ItKCOlId B,OOO jler trlllll'orn rogllrdhll of thl vlllue of
the account or thCl nUllh'r of occounh hlld,
If a double nstorlsk IlIlIl nppI"rs holorl your f1rllt rWlle In the olldross portion of thl!! notlco, thl 13,000 ll(clUllon
alrudy hll' bun dlducted 'roil thl occCllmt htllllnclt III reportod hy tho 'Innnclnl In!ltltutlon,
Z. Entlr the total blllance of thl IlCcount Incll/dln" Intorut occrulId to tho unto of IIlnth.
3, Th. plrcent of the Ilccount thllt I, ttlKllbla lor onch Iurvlvor II lIohrllllnlld III folloWI!
A. Th. plrcent lIl>ellblo lor Joint nUlh utllbllshed IIlora thon ann 'Igor I"lor 10 tho dllcadent'. ueathl
1 DIVIDED RV TOTAL NUH8ER OF
JOINT UWNERS
El(uplll A Joint IUlut rQghtlred
DIVIDED IIV TOTAL HIIH8ER OF K 100 . PERCENT TAKAIILE
SUAYIVINO JOINT OWNERS
In the nolle of the decllulnt und two other IIlr,o"l,
1 DIVfDED IIV 3 {JOINT {IWHERS) OIYIDED IIV Z (SURVIVORS) . ,167 K 100 . 16,7% lTA)(ABlE FOR EACtI SURYIYDRI
8, Tht plrc.nt tlll<llhlo for lIuoh cruttd within anI 'Ill", of Ih" docQdlnt's dlnth or nccounh owned by th, decedont but hold
ln trult for IInothor Indlvldunllll (trult b.nllllclllrlull
1 1I1VIOED av TOTAL NUH8ER Of SURVIVING JOINT
OWNERS OR TRUST BEHEF1CJARI[S
K 100 . II[RCI:HT U~ABL[
El(upl.1 Joint Ilccount reglltered I" thl nlllll, 01 the decedlnt and two othllr plrsonl ond eltllbllshed within one year of death hy
th. decedent.
1 DIVIDED BV Z (SURVIVORS) . ,SO K 100 . 'i0% (TAXABlF. fOR [ACtl SURYIVORI
4, The n.ount lubjlet to tol< IIJne 4) II detClrlllnlltl hy llulthllYlng tht occount hnlllnce (line lJ by thl porclnt tll)(lIbl. (tIn. 3).
S, En'lIr 1111' lutal I)f In.. UIILll. /Il1U 1II1LlUtdll,). IIHlIO I" ,..... J,
6, Th. OM aunt t~)(lIble Clln. 61 II d.ter.lnltd hy lubtrnetlnA thll dobtl nnd dllductlons (1In. 51 froll the 1I1110unt IUbject to tal( IIlna 41,
7. Ent.r the Ilpproprlllte tll~ rllt. Illn. 71 Itl dlltlr~lnlltl uelow.
A. Tranlf.,'1 to lineal dnelnelllntl Includlno lolhllr, Mlher, husband, wile. Ion, dllUghter, grnndchlldrenl 'on-In.ln",
dIlUght".ln-jllw, Ihpchlld IInd th.lr IIIUI lire tll>ellblll lit 11)( 110rcent (6%1.
B. Tron'''rt to IIII oth8rt Including hrothllr, Illter, unehl /lunt, nllph,w "ntl nloCI nre tflKllble ot 'lfllten pert.nt (15%),
C. If YOU ohangl th, ta)( rllte, pllau IPlc11y your rehUonlhlp 10 the d.cCldlnt In thl IIrla prClvldCld,
a, Th. OIlount of tll>e du. I1lne III II c1lhrllln.d hy lIultlplylng thl /lIIIOu"t tlllCllblll f1ln. 61 by thl 111)( rllte {Ilnl 71.
CLAIMED OEDUCTIONS - PART 3
DEBTS ANO OEnUCTIONS CLAIMED
Allowllbl. dtbt, Ilnd d'ductlonl nr, d.terllllnltd nl followSl
A,
a,
c,
You legally ore rlllponllblll lor PllYlllllnt, or the IItn" ll.:bJlct tCllldllnl,trotlon bv II perlonlll reprlulntlltlve II Insufficient
to pny th, deductlbl. Itolll.
You ftCtua1h Pllld the d.bts ofter duth of the Ueclldlnt nnd elln furnish proo' 01 PIlYIllI1t.
D'btl b.lng cllllllld IIUlt b. Itullld fully In 1'lIrt 3, II nddltloMI splice I, nlOd.1d, un ph In flap" II lll" )( 11". Proof of
pllYlllnt 1111:-1 b, rlqullttd hy the PA nlPllrtlllnt of Rlvenlle,
L
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 INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327,
REV, 1543 EX AFP (1-911 *'
COHHONWUlltt or IJU-INSVlIJANIA .
OF.PARTtiINI or RlVI:NUf:
BURlAU or INnIV!OuAt 1AII[5 .
OF.PI, Z80601
IIAIfRIS!IIHO, PA 11128-0bOI .. ,
ESTATE OF YOST
S,S. 110. 207-07-9993
DATE OF DEATH 03-22-94
COUIITV CUMBERLAIID
I
FI~E NO. 21 /,). ,',', ",..L
ACN 94125458
DATE 06-16-94
-. --~------_._-----_.._-.._---,....._._--
TYPE OF ACCOUNT
M [] SAYINGS
[X) CHECKING
[] TRUST
[) CERTIFICATE
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ANNA
(
(
8EISTLINE JAMES R
6003 HUMMINGBIRD DR
MECHANICSBURO PA 17055
REMIT PAYMlNT AND FORMS TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOU~E
CARLISLE. PA 17013
HARRIS SAVINGS BANK tHIS I,rovhhld tho DOl1nrtl.ant IoIllh tho lnforllntlon Ilttdd bolow I,tllch hns hOGn \Uod 11\ colculntlng the
pottntlall/1I1 dun. Tholr rocord. Indlento thnt nt tho dfloth nl thn nbovo rlocodont. YOU woro 11 lolnl mmor/honoflclnrv of thl. nccount.
If yllU 11I01111\. In'orll"\lon Is lncorrocl, IIIQIlIO ohlnln wrll"", carrllctlon frolll tho 'IntUlclnl hutltlltlon, Itttnch fl copy to this fcrlll
llnd ".turn It to 'hi nboll' ndrlrOIl, Thl. I"r~nll"t III t,."'nh1cl tn ""I"nl"tl'l,,"n ,"t... +11" Inl1'I,.\tn"'" '1" '-'Ill of I'... C''-'i\r...r,..."lt:, 'If r",l!lulvlO,rj".
QuuttOnlllllY b. nnaw.red bv on111110 /11111ftl-a.\11,
COMPLETE PART 1 BELOW M M M SEE
Account Nc. 18-05-003407 o.t.
E, tab llsh.d
REVERSE SXDE FOR
11- 03-92
FI~ING AND PAYMENT INSTRUCTIONS
Acccunt 8.1.nc. 6,242,70
Porc.nt To,.bl. K 50,000
Amcunt SubJoct tc To, 3,121 ,35
To, R.t. X , 15
Pctontlol To. Duo 468.20
PART TAXPAYER RESPONSE
COI FAILURe TO RESPOND WI~L RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
^,
To II1,uro propnr crocllt 10 your nccount, two
(2 I coplos of this notlco tlust nccompony 'lour
I'I1VrlOnt to the nGltlster of Wills, Hilke check
""V/lblll tUl "Roglltor of Wills, Agont",
Non: If tmc pnv"onts nro Mdl within throo
[1) flonths of t"O lIQcodont', doto of donth,
YOU MV lllltluc t n !Ii: ell scollnt 0 f tho till( duo,
Anv Inhllr I hncw till( due will IIIICOIIII ellllnquon t
IIlnl lfll lIIonthll nfhr the dnto of dlnth.
[CHECK ]
ONE
BLOCK
ONLV
[J Thl IlboVI IlIforllntlon nnd tnl( duo Is corroct.
.- 1. Vou IlIlV choou to rult pnVllont to the Roolstor of Wills, 14lth t140 coplos of thl_ notlco to obtain
n dhcount or l1...old Inhlrlllt, or you 1Il1lV chock bOll "A" ond rlturn this notlCI to thl Roglshr of
Wilts nnd on offlcl,,1 !ISS0UfI1ont will b" Issuod hv thll PA Dllpnrtlllcll1t of RlvlnulI,
B. 0 TIll obol/o osset hns hlCln or will tin roportod nnel till( Illlld with the Pennsyl...,.nlft Inhlrltnnco TnlC return
to bo '1lotl by the lIocodont's rllprosonlntl...C1.
C. 0 The Ilbo.... Inforllntlon Is Incorroct lind/or dluts Ilnd doductlo", wllro pntd bv YOU,
Vou lIIust cOflplltl PA~l [~j nnd/or PART [~] bllow.
If you indic.te a different tlK rete, pl..51 st.t. yuur
r.lationship to dacadent 1________.________ _m_______________
PART
~
TA:~
LINE
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
neTURN COf1r'UTAT:ON
1. o.t. E,lobll.h.d
2, Account Blllncl
3, PtrClnt hxeble
4. Ancunt SubJoct tc Tox
5, Oobts .nd O.ductlcn,
6, Al10unt h)(lbll
7. To< R.t.
8. lIK DUI
OC T;'~ ON JOINTlTI\U3i ACC,jUi;,3
I /1- ; 'fA
2 (",,1'1).,70
3)( ~ .:.ilJ
4 :; I {)I,.JJ-
5 1~/3,'It..
b /.,-,.], !"
7 K ,/ ~
8 ~dl;.. /.i-
DEBTS AND DEDUCTIONS
f'iliJ
1
2
3
4
5
6
7_
8
CLAIMED
PART
~
DATE
PAID
PAYEE
OEseR 1 PTI ON
AMOUNT PAID
,(.a.....
.,
-I
.11-"-
't:t ',,_...,-
oJ
~
, ,
Under pinel t tl. of
.10 t. tho but cf
?
.~
TOT^l I Entor on Un. 5 cf To, Ccmpulotlcn I t/h, .5....' '"
dlclerl th.t the flct. 1 h.~1 reported .bo~1 Ire true! cor;pot and
.nd b.llof. HOMEC1!? ):!f-~_t.-L'L___uum-.___
WORK () I~ ..-:?;> ..IV
TELEPHONE NUMBER DA'rE
GENERAL INFORMATION
1. FAILURE TO RESPONO WILL RESULT IN AN OFFICIAL UK ASSESSHENT with ",>1lon'l. In'''''' ,.ml on Inlor..tlon
tub.ltt.d by thll f1nllncllll In"ltutlon.
Z. Inhlrltnncl taM blea... dllln1lulnt nl". IIOnUlI nfter the dlle.de"t', dllt. of duth,
1, A joint Ilc!jount II hllcable IIYlltl though the tllced.llt'. lUlU wn' neld.d tll ft ",aller of convenl.nell,
4, Account. (Including tho" held b.lw.." hUlbllnd /lnd wlf,1 which thl doced,"t put In Joint nn"" within one 'lIar pl'lor to
dlllth ar. fullY t"Mabl, ,,, trllnll.r..
" Account. ..toblllhld Jointly b.lwUM hll1bllnd and will "orll 'hnn on. vltlr prior to lhlnth IIrll not tlllenbt.,
o. ",ceounh h,ld uy II dle.d.nt "In trult fur" nnotto,u or athDr. nr. talCabl, fully.
REPORTING INSTRUCTION~ - PART
1
- TAXPAVER RESPONSE
L !\lOCI( A . If thl Infor,nUo" nnd COllputatlon In th, notlcl nr. corrlet nnd deduction. nr. not b,Jng cllll..d, plac. on ''It"
In bleak "A" of Part I of the "',,,cPAyer R.."on.... IlIctlon, Sign two copl.. nnd lub.1t thlll with your check for thl allount of
talC to thl A.ollter of Will, of thll county ImlleAtld, Thn Ulpllrtilllnt of ROVlnUI w1l1 luuI nn offlellll nllUlunt
Ifor. HEV'1~4a EX) upon rlcllpt of thl Rlturn frOM 'hi Alwllter of Willi.
2. 8LOCK 8 . If thl u..t IPlclflld on 'hls notlcl hll' b..n or will bl rlPortld nnd tlllC pnld with thl Plnn.ylvanla Inheritance
Tile RI'urn fllod hy 'hi dlcldlnt'l rlPrllllntlltlvl, Plll'l IIn "X" In block "8" of Pnrt I of thl "I,,,cpaYlr Rllpon.." I8ctlon. Sign Ofll
OOPY nnd rlturn to 'hI PA OIPnrtlllnt of RlvlnuII, Burlnu of Individual TUIC.., DIp' 28060t, tlnrrl,burg, PA 11128'0601 In 'hI
Invllope provldld,
~. e~fJ':r. <; . !f ttot n,:,tlr, \1"'n"lIIl'tll"l" 1<1 Innnrrlot nnnlor dlduc'lonH lire belnp clnll1ed, chick t'lloc~ "e" and cOlllple'e Part, 2 and 3
accordlno to thl Inttructlons billow. Sign two copl.. nnd ,ublllt 'hili with your check for 'hi uount of tax payable tn thl RUQhtlr
of Willi of th. county Indlcehd. Ihl f'A Vlpart"'ln' of Rlvenul will 111\11 nn offlchl n.......n' (ForI! REIJ-1S48 E)() upon rlcllpt
of tho rltU;n fro. thl Algl.tlr of Will.,
TAX RETURN - PART
2 - TAX COMPUTATION
lIHE
1. Enhr thl dati thl account originallY wnlu'ablllhld or tltlld In the /IIannlr odltlng ot da'e of duth.
HOlE I fCJr a dlcldlnt dylno nftlr 12/121821 Account. which thl docldont "ut In Joint nalll" within ani (1) yQftr of duth are
talCabll fully n. trnn.flrl. tlowlVlf'1 thorl Is on oxclu.lon not to IXClld $3,000 plr trnn.flrltl "egllrdllu of 'hi vtllUI of
thl account or thl nunblr of accounts hlld.
If a doullll attlrl,k (1111) npPlllrt blforl your flr.t 0ll'1 In thll addru. portion of thll notlcl. tho H,OOO olCclullon
already hal baln dlductld frQ. thl account bahncI nl rlported by thl'l flnnnclal Inttltutlon.
i!, Entlr thl total bahnce of 'hi lIccount Including Interllt ncoruld to tho dati of dlllth.
3. Thl Plrclnt of tho account that it ""lCable for otlch lurvlvor II dltlrllllnad nt follow'1
A, Thl PlrClnt taxabll for Jotnt nllntl eltabllshld 1II0ru than ani Ylftr prior to thl dlcldunt'. daathl
DIVIDED BY IDTAl HUMBER OF
JOINT OWNERS
Exa.plll A Join' atilt rloll,erlld
DIVIDED BV TOTAL NUM8ER OF )( 100 . PERCENT TA)(ABlE
SURVIVINO JOINT OWHERS
In thl nale of thl decld,nt l'lnd two othu plr.onl.
I DIIJIDEO BV 3 (JOINT OWNERS) DIVIDED BV Z ISURVIVORS} . .167 X 100 . 16.7% (TA)(ABLE fOR EACtl SURVIVOR)
B. Ihl Plrc.nt 'axable for a.'lt. crlated within on. Ylar of thl dlcadent'. dlath or accountt ownld by thl dlcldent but held
In trult for anoth.r Indlvldunlls) (trust blnlflclnrlull
I DIVIDED BV TOTAL HUMBER Of SURVIVING JOINT
OWHERS OR TAUST BENEFICIARIES
X 100 . PERCENT UXABlt:
EMa.plll Joint account regll'orod In thl neal of thl d.cldtnt nnd two othlr personl and Iltabllahld within ani Ylar of dlath by
the dlcedlnt,
1 DIVIDED BY 2 ItURVIVORSl . ,SO )( 100 . 50% (TAXABLE FOR EACH SURVIVOR)
4, Thl nlount lubJllct to talC Illnl 41 II dlllrllllnld by l'Iultlplyhll1 thl nccnunt belMel 111nl l) by thl Plrun' taxabl, (line 3),
~, t,ntwr \nl (U,dl tlT 11'111 muon' lUlU uwuul,;dun. lil\"" 111 i'ttr~ J.
6. Thl allount hxabll (11nl 6) II dltlr/lllntd by lubtrnctlng thl lIebtt nnd dlductlonl (llnl 51 fro' thl n.ount lubJIQt to talC (11nl 41.
7. Entlr thl approprln'l tax rail (11nl 7) al dltor.lnld bllow.
A. Tranlf.rl to llnllll dllcendant. Includln; fn'her, IIIC.thciIr, hUlband, wife, ~on, daughter, grnndr.hlldrln, lon'ln~law,
daullhtlr~ln'law. .tlPchlld and thllr ifllll nrl taxabll tit .lx porCini (6%),
8. Tran.ferl to all othlr. Including brother, .Ittlr, uncle, aunt, neph.w and nl.cI ~rl taMable nt flftl.n Plrc.nt (IS%).
C. If you change thl tax ratl, plen.e IPeclfj your rOII'lon.hlp '0 the dlcld.nt In thl arll provldld,
a. Thl uount of till< dUI IIlnl 8) 11 dellrllllnert by lIIultlplYlng the a.oun' tallable (line 61 by thl tltx ratl Cline 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable d.bt. and deductlonl are dnhr.lnld a. follow'l
A, You hgally nr. ruponllbll for plty..nt, or thl natatl tubJlct to nd.lnh\rntlon by n parlonlll rtJ-lr..lntatlvl 11 In.ufflclln'
to pay thl d.ductlble ltus.
B. You actually paid the d.bt. nftlr duth of tho dlcodlnt Itnd can furnllh proof of pay..n\,
C. nlbt. bllng chlnd ..u.t be It.MllId fullv In Pllrt 3. If nddltlonnl IpncI I. nUrlld, Ult phtn pnper a 112" II 11", Proof of
pay..nt allY bl rlqulltld by thl PA DIPnrt..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. TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327,
PUllPOSE of
NQTlCE.
PAYNENTI
REFUND eCR)1
II
To fulfill the rlflYi".,nt. of Stction 2140 of the Inheritance and F.stlth hI( Act, Act 22 of 1991. (12 p,S,
Slctlon 2140),
Detach the top portion of thil Notlcl nnd sub.dt with your paYllent to 'the Roghhr of WJllt printed on the
rlVor.. Ilde.
.. Hake chIck .3r !!Ioney order pnynble tOI REGISTER OF lULLS, AGENT.
All PIIY".nh rllOalYlld Ih"l1 Ilrst b. Qpplhd to MY Interut which lII11Y bo dUG, with nny rOllalnder oppII,d to th,tol(.
A r.fund of I!l talC C1redlt, which wal not r.qullted rIM the tal( return, lllay b. r.quuhd by r.olllpletlng fin "Applloation
for R.fund of P,nnllvlvonla Inhultancl llnd t.tate Tax" (REV-13131. Appllcntlon. fir. Il...allnblo lit the OffiCI of
the Rlghtet, of Willi, "ny of the 23 R.....nu. Dlttrlct OfficII or by anlllng 'hll sPlclal Z4-hour IInsw.rlng ..rvloe
nUllberl for 'oru orduJnUI In PennlYlvanla 1'800~362-20S0, olJtlJdl Pennlylvanla and within looal
tiarrlsburg aru (717) 787-8094. TOO. (7171 772~Z252 C1turlng IlIpalred Onhl.
OBJECTIONS I Any party In Inter..t not sntls'lod with thl IIpprals8lllnt, nl1ow.,ncI or dlullownncl 0' deductlonl or 1I.......nt
0' tal( (Including dlloount or Inhreat) nl shown on this Notice lIIay Objllct within lixty (60) day. 0' rllulpt 0'
thh Nottoe bYl
~-wrltt'n proh.t to the PA Depurt",nt of Revenue. 80nrd 0' ApPuh, Dept, 281021. Harrisburg, PA 17128-1021. OR
--ehotlng to hrlYI thl .athr dehr..lnld lit thl audit of the acr-ount 0' the plrlanal repre..nhtlvl, OR
.-apPIIII to the Orphanl' Court
ADKIN"
ISTWIVE
CORREC liONS I
DISCOUNT.
INTEREST.
Factual urorl dlscOVlrtd on thh nl"I"'lnt .hauht b, dddrllud In writing tal PA Depnrt..lnt of Rlvlnun,
Buruu 0' Individual Tl!xu, ATTNI POlt h...lIIllnt Rovllw Unit, DEPT. ~a0601. tlarrlsburg, PA 17128-0601
Phon. (717) 787~6SOS. S.. pllgI 3 0' thl booklet "In.tructlon. 'or Inher!tltncl Tnl( Return 'or II Rllldlnt
O.ard'MIl (RE~.150lJ for an uplllnatlon of lldllnhtratlvI1y correctabll errorl.
If any tex tlu. II PIlJd within throe (3) oalendar lIonthl n'hr the decldlnt', duth, 8 'IVI percent (5%J
dhcount of the tal( Pllld I. allowed,
Int.rl.t II chargld b.glnnlng with 'Irlt day of dellnqulncy, or nlnl 191 lonthl Ilnd on, 'II dny
'rtl. the date 0' duth, to tht dntl 0' nIlY.lnt, T"I<II which hlca"e dlllnqulnt btlore January I, 1982
bear Inttr..t at thl rall 0' .Ix (6%1 pucent plr annul calculllllld at n dnlly ratl of ,000164.
All taxII whJch becu. dtllnquent on or "'hr Jllnunry 1. 19112 will bur Interllt at a ,M. which will very 'ro.
oallndar Yl8r to cahndar Y.llr with that rllte Ilnnounced by the PA OIPart..nt 0' Revlnue, Th. app!Jcabl1
Inter..t rat.. for 19112 through 1995 arel
UIc Intlr..t Rate Oalh Inter..t Fnotor Wr lll1w.Ll.JlAlJ OnllY Int,r;..t Factor
1982 20% ,000S48 1987 9% ,000247
1915 16% .0004111 1988-1991 11% ,000301
1914 11% ,000301 1992 9% .000247
1985 13% ,000356 1993-\994 7% ,000192
1986 10% .000274 1995 9% ,000/41
"Int""t h oaleulrtted .. follow. I
INTEREST 0 BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any Hotic. IIIIUld after thl trill bleo.1I d.llnqUlmt will ,.fleot 110 Int.r..t calculntlon to 'I'hln (15) day.
b.yond the date 0' the a.......nt, If p"y"nt I. .nde .,lter 'h. Int.,ut cOIpulItlon date Ilhown on thl
Notice. additional In'.r..t IUlt b, calouhhd,
PURPOSE OF
HonCEI
PAVHEHT,
REFUND (CAll
To fulfill the rllqul'....nt. of Sletion 2140 of the InhorltancQ nnd [stnte Tax Aot, Aot 22 of 1991. <72 P.S,
Slctlon 21401.
Detnch the top portIon of ,thll Notice llnd lublllt with ,/o\Jr paYIlGnt to the R.gl~t8r of \ll1lls prlnhd on the
rev.r.. tld.,
-. Mak. chock or 110nlV orclnr rll'lYlIbla ttll REOISTER OF WILLS, AGENT.
All PIlYrllrh r.celvld shnll first be nprlled to nn'l Inhrut which mny bo dUI, with any ro...alnder npplhtd to the tal<,
A r.fund of tI tnl( oredlt, which WlIS not requutlldt'n the 'AX roturn. 11ft')' bu requuhd by co.platlng en "Applloatlon
for R.fund of Plnnlylvnnla Inh.r1hncll lIfrd F..tat. Tax" (REV-I3131. Appllcllltlons are Ilv!lJ1able at the Office of
'the RIgllhr of Wllh, nny 0' thij Z! Rlv.nul District OlfleOl or by calling the sPllele! 24-hour answering IIIrvlo.
nUllbar. for forll. order InOI In Pennlylvnn'n l-800-36l-l050j outside Pl'Innsylvrlnla nnd within local
tlarrhburg area 1717J 187-8094. roO' C111l 77l-ZZ5l Olelltlng IlIprllrld Only),
OBJECTIONSI Any pnrty In IntlrQlt not satisfied with thl appralSIIIQnt. Allowance or dlsallownncl of deduction. or OIIIII"lnt
of tnle f Including discount or Intlrutl al shown on this Notlcn flay objlct within .llCly (60) day. of rucltpt of
thl, Hotlol bYI
"wrlttln protut to thl rA Oapart..nt of AlvenUI. Ronrd of Appeals, OIPt. 281021. Illlrrltburgl PA 171ls-l02l, OR
"Illctlny to have thl lIaHer deterlllned lit the Iludlt of thl Ilccount of thl perloOltI ,-oprUGntlltlve. OR
--Ilppul to the (lrptllm,' Court
AOHIH'
ISTRATlVE
CORRECTlOHSI
DISCOUNT I
IH1ERESTl
faotual error. dllcovlred on thl. n......lnt should be addrolled In writing tOI PA nlPortlllnt of Rev.nu.,
hurtau of Individual TalCGIl, "TTNI Post A....IIl.nt Revlow Unit, DEPT, 280601, tlarr\tburo. PA 17128-0601
Phone (7171 787.6505, Su pnge 3 of tho hookl.t "Instructlonl for Inheritance TalC Roturn for a R..ldent
Ducldent" (REV-IS01) for an eleplanlltlon of ~dulnlltratlvllY corrlotablt error,.
If any tnle du. II paid within thrll (ll calendar 1I0nthl nftlr thl decld.nt'. dlath. a flv. perClnt IS~)
dt.count of the tall paid II allowld,
Intlrllt it chargld beginning with first dllY of daUnqulney, or nine (91 ",ooth. and onl (1) day
frou the dat. of death, to the dati of paY.lnt. flllC" which hucnne dallnqulnt blfor. January 1, 1982
bur Inter..t Itt the rllto 0' sill (6~1 plrcont par Ilnnu. calculnted at n dnlly rata of ,000164,
All \axu which blClll" dellnqulnt on or after January 1. 1982 will blllr Int"e.t at a rlltl which will vary fro.
callndar Ylar to calondar YOllr with that rate announcld by the PA Dlpart.ent of Revlnul, The ~ppllcabl.
Intlrllt rat.. for 1982 through 199~ artl
't.W Intere.t Rata ~nhrllt FIICltor :wr Internt Rntl Dallv Int"elt F8Cltor
1982 20% ,000S46 1987 9~ ,000247
1981 16~ ,000438 1988.1991 11~ .000101
1984 11% ,000301 1992 9~ .000241
1986 1l~ ,000356 1991-1994 7% ,000192
1986 10% ,000214 1995 9~ .000247
..Int"ut II cnlculntld .. 'ollowll
INTEREST " BALANCE or TAX UNPAID X NU~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hottel I..uld after thl tllll bleo.., dellnqulnt will refllct nn Intlrllt cIIlcu1atlon to #lftun (1S) day,
b.yond the dati of thl altl"""\, If pay."nt II ude lifter thl Interllt cOllputatlon dati shown on thl
Hotlcl. IIddltlonal Intarl.t IIU.t bl clllculat.d,
PURPOSE OF
, NOTICE I
To fulfill thl rlqulr...nh af Slot Ion 2140 of tho InhurlhrlclI and Eltet, Tal( Act, Act Z2 of 1991. (72 P.S.
Section Z140L
PAVHEHTI
Oetach the top portion of thlt Notlca llnd sub"lt with your plWlIltnt to thl Rlglltor of WUII prlntnti on thl
reYern _ltlt.
u HftkG chick or nonoy order fl8Yllbh tal REOISTER or WIllS, /!GEHT.
All pllYllltnh rocelved sh"ll first bl llPrillod to Ilny InterQtt which IIfty ho dUl, with flny rODllllnd.r llppllod to thl to)(,
REFUND (CRII
A r.fund of " tal( orldlt, which wn. not rlquutad on the talC return, MY hll rlque,ted by cOIIPl.tlnQ nn "AppllClntlon
for R,fund of PtnnsvlYnnla InherltntlCQ nnd Estnto Tnl(" CREI,f-13131, AppllclltJOlI1 are IIYftllnbh at thlil oHicl of
thl Righter of Wills, Elnv 0" thl Z! Rgvenue District Offices or hV clIlllng tht sPllcllll Z4-hour nn,wlrlng ..rvlCI
nUllbus 'or forllll orrhlrlngl In Ponnlylvnnln 1-80U-362-2050, outside Plnnsylvtmll'l <'lnd within 10cHl
tlarrhburg area (17) 181-8094/ TOOs (717) nZ-2Z52 (llol'lrlnll I.palred Onlyl,
OIJECTtONSI Any party in Inhrlllt not sathfled with the appnlsellent, allowllnce or tJlsnllowance 0' deductlonl or nu"ullmt
0' till( (Including discount or InterlllltJ "1 shown on thll Notlclll l'Iay Object within slKty 160l dllY' 0' receipt of
this Not Ice bYl
-~wrlttDn protDlt tfl the flA Oepnrh"nt of ROVlnuI, Uoard 0' Appeall, OIlP\' Z41021, HIlrrlsbllr9, PA 11128-1021, OR
--electing to hllVI tho Mttllr dllltenllnotl tit thl tludlt 0' the account of thll por!Jnnal reprQlOntatlvllI, OR
--lIppeal to thl Orphllns' Court
AOHIN-
ISTRATlYE
CORRECTtONSl
F.ctual errors discovered on this alulI.llnt should bll IIddrQuod in writing tal PA Dopnrhulnt 0' ReVlnul,
Bureau 0' Indlvldulll TftKOI, ATTNl POlt AUIS,,,ent Review UnJt, OEPT, 280601. Hllrrlsburg. PA 17128-0601
Phone (117) 747.6~OS, S.. pllgI 3 of the bookllt "Instruotlons for Inhulttlncl rllK Return 'or .'I Residant
Olcedent" (REV-1S0l) 'or nn IK~lanlltlon of ad.lnlstratlvllv corrllctabl1 Irrorl,
DISCOUNT,
If any tax due il paid withIn throl 131 clllendar ~onthl Ilft.r thl decedent's dlllth, II flvlI p.rcent (~%)
discount uf thl talC paid I. "1Iowed.
INTEREST.
Inter.st 11 chargtd btginnlng with first day of dellnqUeOl;V, or nln. (9) _onths IInd onl Cll day
'rot the dlltl 0' death. tv the date 0' pay".nt, Tu.. which beeat. dlllnqutnt be'a,. January I. 1982
bur Int.r..t at tht rate 0' .llC (6%1 percenl plr nnnu. calculatlld at a dally rllt. 0' .000164.
All tl'!lCII which buca.. dellnqulnt on or afttr Januflrv 1. 1982 will blllr Inttrllt Ilt 1'1 ratt whiCh will vary 'rol
c.hndar year to call1ndar y.t" with thllt rah IlnnouflOld hy thl PA Otpftrtlltnt of Hevenue. Tht Ilppllc"ble
Inter..t rat.. far 1982 through 191)1) IIr.,
'tU.c Inter..t Rah DaU'J InterOlt fneto.!:
1982
1983
198~
198!i
1986
'-Int.r..t
20%
16%
11%
13%
10%
II calculattd a,
.000!i48
.000430
.000301
.0003!i6
,000U4
'olloWII
lw lnhrllt Rote Oallv Intorest FtlIJtor
1987 1)% ,000247
1988-1991 11% .000301
19CJ2 9% .000247
19CJ3-1994 7% ,OOOl9Z
1915 9% .000241
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DA~S DELINQUENT X DAIL~ INTEREST FACTOR
.'Any Notlct IlIu.d after the tlllC bee 0... dlllnquent will rlfloct nn Intlrl~t calr.ulatlon to 'lft..n 1151 dlYI
blyond tht dlltl 0' thl n......lnt, If pllYllflnt 11 .Ildt after thl Int.r..t eOlputntlon dUI .hown on tht
Hotlct. addltlonlll Intlre.t IUlt bl calculated.