HomeMy WebLinkAbout94-00773
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RECEIVED FROM:
a
ACN
ASSESSMENT Ii'
CONTROL ...
NUMBER
AMOUNT
DALE L. FELMLEE
P. O. BOX :lOA
'j"f130'tOO
.lUl.1Y
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COCHRANTON PA 16314
lOtD HII, lOtD HII'
ESTATE INFORMATION.
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21-1994-0773
SSN 206-18-5769
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REMARKS
m TOTAL AMOUNT PAID
MARY C. LEW
REGISTER OF WILLS
DALE L. FELMLEE
SEAL
CHECKtI 1064
REGISTER OF WILLS
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REV-1543 EX AFP 11-911 *
COHHOHWEAlTIt or PEHHSVl VAHIA
DEPARTHfNT Of REVlNUE
BUREAU OF INDIVIDUAL 'AXll .
DEPT. lID6DI
tlARAUIURQ, PA l1U.~06Dt
1'1 .. j'::; f.> -- 13
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
N0.21- 'It/- -773
94135455
08-15-94
ESTATE OF MONO
5.5. NO. 206-18-5789
DATE OF DEATH 06-17-93
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIfiCATE
REHIT PAYHENT AND fORNS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DEAN
FELMLEE
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p. D. "M..'Ml,~I1' , !'
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DALE L
PA 16254
HELLOH BANK NORTH hu prollldad tha napart.ent with tha Infonatlon Ilttad below which h.. baen u..d In celculatlng tha
potantlal tax dua. Thaar racord. Indlcat. th.t .t the de.th of the nbo"a dacadant, you w.re . Joint owner/b.naflclary of thl. .ccount.
If you fa.1 thh InlGr..lIon Is Incornct, 11..u I)btaln wdUan CUlrfctlon fr". the IInarcl.1 Inatltutlon, ,Ullch . copy to this for.
Ilnd r.turn 1\ to the .~D". .d~r.a', Tn'~ o.."lI\r.\l .1 ta.uua In .c.,ora.ne. wltn tI., InnarU...,.., 'a.. ""WI D. 'I," ..r...ofW"alttl ot f.oaun'~I"I'"!.'
OUaltlonl ..y b. anlw.r.d b,. ceiling (17) 781-UZ1.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 58-013334-C Doto 01-28-91
Eat.bllahed
10,118.90
16.667
1,686.52
.06
101.19
TAXPAYER RESPONSE
FAXLURllTO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOnCE
Account ealanca
Parcant Taxabl.
Amount Subjact to
Tax Rata
Potantlal Tax Dua
To In Iura prop.r credit to your account, two
(U copl.a 01 th" notlc. .ult .ccoapany your
p.yaant to the R.gl.t.r of Will.. "aka ch.ck
p.yabl. tOl "R.gI.t.r of Willi, Ag.nt".
K
HorEI If tax pay..ntl .r. .ad. within thr..
1,5) .onth. of the decad.nt'a d.t. of dnth,
you .'V d.duct . SX discount of tha ta. du..
Any Inh.rlt.nce tax due will b.eo.. d.llnqu.nt
nln. C') .onthl .ft.r the data of d..th.
To.
K
PART
[!]
.[
CHECK ]
ONE
BLOCK
ONLY
A. n The .boll. Inlor..tlon and tu dua II corract.
~ I. Vou .ay choo.. to r..1t pay'ant to the RIghtar of WU", with two copl.. 01 this notice to obtain
. dllcount or ."old Intar..t, or you .ay ChIck box "A" and r.turn thl. notlc. to the Ragl.t.r of
Will. end an official .......ant ~ll1 b. I..uld by the PI Dap.rt..nt of R."anu..
B. 0 The abon ....t hu b.en or .,111 b. nportad and tn paid with the Pam.ylv.nl. Inhlrltanc. T.x r.turn
to b. fll.d by tha dlced.nt'. rapr...ntatl",..
C. 0 Th. abolla Infonatlon I~ncorr.ct and/oF-:l\abt. and d.ductlon. ~.re paid by you.
You "'It co~l.t. PART l!J and/or PART L.!J b.low.
If you Indlcat. . dlff.rant tax rat., pl.... st.t. your
r.lation.hip to d.cadant1
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX IlETURN - COMPUT~l'ION OF
LINE 1. Dolo E.lob11.hod 1
2. Account Oalanc. 2
3, P.rcant Taxabla 3 K
4. Anount Subjact to TaM 4
5. Dabts and Daduction. 5
6. Anount Taxabla 6
7. rax R.ta 7 K
8. T.M Dua 8
...,,)\ uN .JOINTI fRUS... ACCOUNTS
PAU
1
2
3
4
5
6
7
8
CLAIMED
PART
[!]
DATE
DEBTS AND OEDUCTIONS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEntar on Lina 5 of r.M Conputation)
I
.
Undar panaltia. of perjury, I daclar. that tha f.ct. I
conplata to tha b..t of ny knowladge and balief.
, , ... /'.... ') :/
~l(~c.l,'l!
have raportad above era trua, corract
HOME (<: /1/ ) JI J ...... ':! c; / r
WORK ( )
TELEPHONE NUM8ER
and
- ....
---...
.......- ..
OENERAL INFORM~TION
1. FAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAli ASSESSHEHT .I\h ...11."'. Inl.,..1 b.... on I.Ion.tlon
.ubtlIU.d by the flnancl.1 In.Ututlon.
I. Jnherltanc. t.. hacoa.. d.llnquent nlna MOnth. aft.r the d.c.d.nt'. data 0' d..th.
S. A Joint account I. tallabl. .ven though the d.cadent'. n... w.. .dd.d .. . ..tter of convenlance.
,.. Account. llncludlng tho.. h.ld b.tw..... t~...band and ..If.) which the d.cedant put In Joint n.... wlthln on. y..r prlDr to
d..th .r. 'ulIY tax.bla .. tran.f.r..
i. Account. ..tablhhad jolntlY b.tw.an hU.band and wlf. aor. than on. y..r prior to d.ath .r. not t.xabl..
6. Account. h.ld by . d.cadent "In tru.t for" anoth.r or oth.r. .r. t..abla fully.
REPORTINO INSTRUCTIONS - PART
1
_ TAXPAYER RESPDNSE
I. .LOCK'" II lhe In,.,..I1.. ond .._I.llon I. Ih. nol1n .n .."..1 ond ..dUcl1... .,. nol b.l.. clol.... .1... .. .."
In block "A" 0' Part I 0' the "rallpay.r R..Pon.... s.ctlon. Slun two cop I.. and .ub.1t thea ..lth your check 'or the .aount 0'
t.x to the R.gI.t.r of Will. 0' tha county Indlcat.d. The D.part.ant 0' R.v.nu. will l..u. an o"lclat .......ent
[fora REY-1541 EX' upon r.c.lpt 0' the R.turn fro' the R.gI.t.r of Will..
2. BLOCK. _ I' the ....t .p.ctfled on thl. notlc. ha. b..n or will b. r.part.d .nd t.x p.ld with the p.nn.ylvanla Inh.rltance
,.. ..Iu,. ,II.' b. Ih. .......1.. ,..,....1.11... .".. .. ..- I. bl.ck ... ., ..,. 1 ., Ih. "T....'.' ........- ....1... 51.. ...
copy and r.turn to the PA D.p.rtaant of R.v.nu., Bur.eu of Individual T...., D.pt za06DI, H.rrl.burg, PA 171Za-06DI tn the
anv.lop. provided.
S. ,,""k C _ II "'. ""a.. ,........1.' I. I.,."... ..,.,.,. .....""".n. ",. b.'''' .,.1.... "".'. ""... -C- ,"d c...:... ..,1' · ..... S
.ccordlng to the In.tructlon. below. Sign two copl.S and .ub.lt tha. with your ch.ck for the a.ount of t.x p.yabl. to the R.gI.t.r
of will. of the county Indlc.ted. Th. PA D.p.rt.ant of Rellenu. will I..ua an afflcl.1 ........nt [fora REV-IS41 EX) upon r.c.lpt
of the r.turn fro' the Aegl.t.r of Wlll..
TAX RETURN - PART
2
- TAX COMPUTATION
LIHE
1. Enter tha data the .ccount orlgln.llY .... ..tabll.h.d or tltl.d In the .ann.r .1I1.tlng .t d.t. of d.ath.
NOTE I for a d.c.dent dying .ft.r 12/12/821 Account. which the d.c.dlnt put In Joint n.... within an. CI' y..r of d..th ar.
t.llabl. fully a. tran.f.r.. How.II.r, thar. I. an .lIclu.lon not to .lIca.d ",DaD p.r tran.far.. r.gardl'.. of the v.lu. of
the .ccount or the nuab.r of account. h.ld.
Jf a doubl. ..t.rl.k (..) .pp.ar. b.for. vour flr.t ne.. In the addr... portion of thl. not Ie., the 'S,OOO .lIclu.lon
.lraady h.. b..... daduct.d froa the account bllanc. .. r.portld by the flnanclel Inltltutlon.
2. Ent.r the total b.lance 0' the account Including Int.r..t accru.d to the data of d.ath.
3. Th. p.rc.nt of the account th.t I. ta.abl. for ..ch .urvlvor I. d.t.r.ln.d .. folloWl1
A. The p.rcent taxabl. for Joint ....t. ..tabllshad .or. than on. y..r prior to the d.c.dant.. d..thl
I DIYIDED IY TOTAL HUHIER Of
JOINT oWNERS
Exaapl.1 A Joint ....t r.gl.tar.d
DIVIDED IV TOTAL tfUKIER Of X lOD . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the n... of the dacad.nt .nd two oth.r panon..
I DIVIDED 1'1 S (JOINT OWNERS) DIVIDED IY 2 (SURVIVORS' . .167 X 100 . 16.n (TAXABLE fOR EACH SURVIVDR)
I. Th. p.rc.nt ta.ebl. for ....t. cr..tad within on. v.ar of the d.c.d.nt's daeth or account. own.d bv the d.cad.nt but h.ld
In tru.t for anoth.r IndlvldUal[.) (tru.t b.n.flclarl..JS
I DIVIDED IY TOTAL HOHlER Of SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXAILE
E.aapl.1 Joint .ccount r.gl.t.r.d In the na.a of the d.c.dant end two ath.r p.r.onl end ..tablllh.d within on. y.e~ of d..th by
the d.ced.nt.
1 DIVIDED IV 2 (SURVIVORS' . .50 X 10D . 50;( (TAMABLE fOR EACn SURVIVOR)
4. Tha e.ount subJ.ct to tax (1In. 4) Is d.t.r.lnad by ,ultlplvlng the eccount balanc. (1In. 2' by tha p.rc.nt taMabl. (lln. SJ.
5. En(a~ the totel of the d.DtS end daauctlon. II.t.d In Pert S.
.. Th. ...un' ,...b'. "In. ., I. d.I.,.'n.' b. .ubl'."". Ih. ..bl. .n' ,.'uc'l.n. ",.. 51 ".. Ih. ...un' .ubl." I. ... ('In. .,.
7. Ent.~ tha approprlat. tax r.t. (lln. 1) al d.t.r.ln.d b.low.
A. Tranlf.r. to lln..l d.lcandant. Including father, .oth.r, hu.band, wlf., .on, deught.~, grandchlldr.n, .on-tn-Iew,
daught.r-In.law, .tepchlld .nd th.lr 1.lu. er. ta..bla .t .Ix p.rc.nt (6;('.
I. T~en.f.r. to all oth.r. Includlno broth.r, II.t.r, unci., .unt, n.phaw and nl.c. a~. taxabl. .t flft..n perc.nt C1S;(J.
C. If you cheng. the tax r.t., pl.... sp.clfy your r.latlon.hlp to the d.cad.nt In the area provldad.
8. Th. a.ount of t.x due (lln. I' I. d.t.r.ln.d by .ultlplylng the ..ount t.xabl. (1In. 6) bv the tex rete [lln. 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. end d.ductlonl ara d.t.r.ln.d a. folloW.'
A. You I.gallv .r. r..pon.lbl. for p.y.ant. or the ..t.t. .ubj.ct to .d.lnl.tratlcn by a p.r.onal rapr...ntatlv. I. In.ufflcl.nt
to p.y tha deductlbl. It....
I. You actuelly p.ld the d.bt. aft.r death of the dec.dant and can furnl.h proof of p.y..nt.
C. D.bt. b.lng clal..d BU.t b. It..lz.d fullv In Part S. If addltlon.1 .pac. 1. n..d.d, u.. plain pap.r I )/2" x 11M. Proof of
p.vaant .ay b. r.qu..t.d by the PA D.part.ant of R.v.nu..
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, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327.
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COMMONWEALTH Of PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES
DEPARTMENT Of REVENUE
Dear Register of WiIIsl
Encloled you will flndl Ocheckls) Ddocvment,(,) which were received by the Oeportment of Revenveln error.
These may be proce..ed according to normal procedurel.
REMINDERI The POST MARK DATE on envelope a"oched to any checks enclosed must oppeor on your
Offlclal Receipt.
Thank you.
Sincerely,
John Murphy, Chief
Inheritance TOll Division
(717) 787.6201
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A"entlon. TIC 340
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PA DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT 280601
HARRISBURG PA 17128.0601
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