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HomeMy WebLinkAbout94-00865 ",\.':"- c 1'~':'~'<':Lt,.' ,...,...,.. , . ~ " ;,,-.,,. ;~ ~'.t I 'f.t."""1!' ::~;f~~1~ '<!-..;~:.iN \.L....:.t.". ~jtlf 'tlll,;.,'f:;,t ~t~ 'J':~ ;/~ "'~'~'.'.-j:.I:' ".-,,,'.;'-', '~:'.t ' <.1" , ~~.. . ;,'.' \;;:{'-,,~.';'j 'I) ',; .' ,'..., "'. :'';'-~.;!' ;'.:~.:' " .., '.i;',<; .." '.0'" . ~, '1 \ - :0;'::' '. !~~~. "-;;JA:i~F,:.~ ~-;_;Y-;_:;" " ,-~,'t'~, -'!X'~ "'.':'-""", ',,\ :i :j~r:i: " :r __:t', . :''', '.. >ci ""\;1': ./ " R!V-1543 EX AFP (8.941* CDHHONWEAlTH OF PENNSYLVANIA OEPUTHfNT or REVENUE BUREAU 0' INDIVIDUAL TAXEI QfPT. ZlO6D1 flARAISBURG, PA 11121-0601 I LJ. LJ{) - L( .E' NO. 21 . 'i'LI' 'l"~'" 94142711 09-22-94 TYPE OF ACCOUNT ~ SAVINGS CHECKING TRUST CERTIfICATE REHIT PAYHENT AND FORHS TO. REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 FILE ACN DATE INFORMATION NOTICE AND TAXPAYER RESPONSE ESTATE OF BRADFORD 5,5. NO. 276-52-0470 DATE OF DEATH 01-10-94 COUNTY CUMBERLAND DAVIDENA MCNAIR C/O 770 S CARLISLE SYLVIA HANOVER ST PA 17013 FARHERS TRUST COHPAHY h.. provld.d the U.p.rt..nt ..lth thl Infor.,Uon l1.hd b.low which h.. b..n u..d In celculaUnll the potential tax due. Th,lr rlcord. Indlc.t. that at the d..th of the .bov. d.c.d.nt, you ..er. a Joint owner/b.n.flclary of thl. .ccount. If you f..1 thl. Infor..tlon I. Incorrect, pl.... obt.ln ..rltt.n corr.ctlon fro' the flnancl.1 In.tltutlon, att.ch . copy to thl. for' .,.lJ ...."'-,,, ., t.. n.. .l.,'''l..~dl'''... Ti,l;.! "1"'->1,,:.' t~ tt....t.~.. 1-: ",.",...rc'c.m:. ...:u. ..,,, 1IlI,,,rl',Ill,:" te: la'-lt: "' th. e.",.r,lIaoIU.,,,~ p..nr.c:,.1\'::nla. au..tlon. ..y b. In....r.d by C'lllng (717) 187-aSZ7, COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8-81215 Doto 04-06-89 Eatab1tah.d Account Oa1anc. 1,164.51 P.rc.nt TalC.b1. X 16 .661 Allount Subjoct to T.. 194.09 T.. R.t. X .15 PohnU.l T.. Duo 29.11 PART TAXPAYER RESPONSE COIFA%LUR! TO RESPOND WILL R!SULT 1M AN OFFICIAL TAX ASSESSMENT BAS!D .ON THIS NOTIC! I A. 0 Th. .boVI Infor..lIon and t.1C due II correct. I. You ..y choo.e to r..lt p.y..nt to the A'III.t.r of Will. with t..o cop I.. of thl. notlc. to obt.ln . dl.count ar avoid Int.r..t, or you ..y check box "A- end r.turn thl. notlc. to the A'III.t.r of Will. end an offlcl.1 ........nt will b. I..u.d by the PA D.p.rt..nt of A.v.nu.. fa In.ur. proper cr.dlt to your Iccount, t..o (2) caple. of thl. notice .u.t .cco.pany your Ply..nt to the A'III.t.r of will.. M.k. ch.ck p.ylbl. tOI "A'III.t.r of Will., Agent-. HOtEl If t.x p.ya.nt. .r. .Id. within thr.. (31 .onth. of the d.c.d.nt.. d.t. of d..th, you ..y d.duct . SX dl.count of the t.x due. Any Inheritance tllC due will b.coa. dellnqu.nt nln. (9) .onth. .'t.r the d.t. of d..th. [CHECK ] ONE BLOCK ONLY I. c:J The above ....t hi' b.en or will b. r.port.d and tlX p.ld with the p.nn.ylvanla Inh.rltanc. T.IC r.turn to b. fll.d by the d,cldant'. r.pr...nt.tlv.. c. 0 Th. above Infor..tlon I~ncorrect end/o~.bt. end d.ductlon. w.r. plld by you. You au.t co.pl.t. PAAT L!J end/or PAAT L!J b.low. PART ~ TAX R~~URN . CO"~U1ArIOh ~f LINE 1. D.t. Eot.blllh.d 1 2. Account Oalanc. 2 3. Parc.nt TalCab1. 3 4. AMount Subj.at to T.lC 4 5. D.bta and D.duotiona 5 6. AMount TalCabla 6 7. TalC R.ta 7 8. TalC Due 8 I A)l. UN .JOIN,., fRUSl ACl;(lLlIHS OFFICIAL USE ONLY 0 AAF. PA ~~~ARTMENT OF REVENUE ...a .,. '.': If you Jndicat. . diffarant t.lC rata, pl.... atat. your ra1ationahip to dacadant. PART ~ DATE PAID PAYEE, " ~ /IJ- J. ((IF"~~;'lI'< II"{>,-'/,.,, I TOTAL cEnt.r on Lin. 5 of TalC COMput.tion) DE8TS AND DEDUCTIONS PAU 1 2 3 4 5 6 7 8 CLAIMED K K DESCRIPTION AMOUNT PAID ~'I, Ie I . Undar p.nalti.. of p.rjury, I d.c1er. th.t tha f.ct. I cOMPl.t. to the baal of MY knowledge and belief. f. /J \ (I ,"'-'- ',CL' .. 1(/1 r 1,,1.. 'l- ( - TAXPAVER SIGNATURE~ hava raported abova are trua, carreat and HOME WORK ( TELEPHONE .t. ._, GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT ..lth .ppllcebl. Intuu' ba..d on InforaaUon .ubaltted b~ the flnanel.1 In.tltutlon. t. Inn.rlt~. tax b.co... d.llnquent nln. .onth. .ft.r the d.c.dent'. data of d..th. S. A Joint .ccaunt I. t.xabla .ven though the d.c.dent'. n... .... .dd.d a. a ..tt.r of conv.nlenc.. 4. Account. (Includlnll tho.. h.ld betw..n hu.band end wlf.) which the d.c.d.nt put In Joint n.... within on. y..r prior to dMth .... fully taxlbl. .. tr.".f.rs. 5. Account. ..tibll.h.d Jolntlv b.t...en hu.bend and ..tf. lOr. than ana ~..r prior to d..th .ra not t'Mabla. ,. Account. h.ld b~ a d.c.dant "In tru.t for" enoth.r or oth.r. .r. t.xabl. fully. REPORTING INSTRUCTIONS - PART - TAXPAYER RESPONSE 1 1. BLOCK A - If the Infor..tlon end coaput.tlon In the notlc. .r. corr.ct and d.ductlon. .r. not b.lng el.I..d, plac. an "X" In block "A" of P.rt I of the "T.xp.r.r R..pon.." ..otlon. Sign two copl.. and .Ub.lt th.. with your ch.ck for the a.aunt of t.w to the R'III.t.r of Will. of the county Indlcat.d. Th. PA O.part..nt of R.v.nu. ..III I..ua '" offlcl.1 .......ant ('ora AEV-15~1 EX) upon r.celpt of the r.turn fro' the R.gl.t.r of Will.. r. ILOCI. - If the ....t .peclfl.d on this notlc. has b.an or ..111 b. reporhd and t.x p.ld ..lth the P.,..".~lvanl. InherltanCl TaM R.turn fll.d b~ the d.c.d.nt'. r.pr...nt.tlva, pl.ce an "X" In block "I" of P.rt I of the "TaMp'~'r R..pon.." ..ctlon. Sign on. oopy end r.turn to the PA Oep.rteent of R.v.nu., lur.eu of Indl~ldual T...., D.pt Zla6al, fl.rrl.burg, PA 17121-0601 In the envelop. provld.d. S. ILOCK C - If the notlc. Infor..tlon I. Incorr.ct .nd/or deduction. ar. b.lnll clal..d, check block "C" and coapl.t. p.rt. Z and S aeccrdlng to the In.tlu,tlon. b.low. Sign tw~ copl.. and ,ub.lt th.. with Vou~ check for the .aount of taM p.y.bl. to the R.gl.t.r of Will. of the county Indlc.t.d. Th. PA D.p.rt..nt of R.v.nu. will I..u. an offlcl.1 .......ent (For. REV-1541 EX) upon rec.lpt 0' the r.turn fro. the R'III.t.r of Will.. TAX RETURN - PART - TAX COMPUTATION 2 LrHE 1. Ent.r the data the account orlllln.lly w.. ..t.bll.h.d or tltl.d In the .ann.r .xl.tlng .t date of d..th. HOTEl For I d.c.d.nt d~lnll aft.r 12/1Z/IZ1 Account. which the d.c.d.nt put In Joint n.... ..I thin on. Cl) y..~ of d..th ara t.ubl. fullv .. tun.far.. f1ow.ver, th.r. Is an .xcluslon not to .xcud n,oao per trand.re. r'lIardl... of the value of the .ccount or the nu.b.r of account. h.ld. If . doubl. ..t.rl.k c..) app..r. b.for. your flr.t naa. In the addr... portion of thl. notlc., the tS,aoo ..clu.lon alr.ady ha. b..n d.duct.d fro. the .ccount balance a. r.port.d by the financial In.tltutlon. r. Enter tha total belance of the .ccount Includlnll Int.r..t .ccru.d to the d.t. of d..th. S. The p.rc.nt of the account th.t I. taxabl. for ..ch survivor I. d.t.raln.d .. follow.' A. the percent taM.bl. for Joint ....t. ..tabll.h.d lor. than on. y..r prior to tha dec.d.nt'. d..thl 1 DIVIDED IY TOTAL NUttBER Of' JOINT OWNERS eaa.p1.1 A joint ....t r.gl.t.r.d DIVIDED IY TOTAL HUHIER OF X 100 . PERCENT TAXAllE SURVIVING JOINT OWNERS In the n... of the d.c.d.nt and t..o oth.r p.r.on.. 1 DIVIDED BY S (JOINT OWNEAS) DIVIDED IY Z CSURVIVORS) . .167 X 100 . 16.7% (TAXABLE FOR EACfl SURVIVOR) I. ~ p.rcent t.xabl. for ....t. cr..t.d within on. y..r of the d.c.dent'. d..th or .ccount. own.d bv the d.c.d.nt but h.ld In trust for anoth.r Indlvldu.l(.) Ctru.t b.n.flclarl..), 1 DIVIDED IY TOTAL NUNBER OF SURVIVING JOINT OWNEAS OA TRUST BENEFICIARIES X 100 . PERCENT TAXABLE Exaaplel Joint account r.gl.t.rld In the na.. of the d.c.d.nt and two oth.r p.r.on. .nd ..tabll.h.d within on. y..r of d.ath by tha d.c.d.nt. 1 DIVIDED BY 2 (SURVIVORS) . .SO X 100 . sax (TAMABLE FDA EACH SURVIVOR) 4. The aaaunt .ubJ.ct to tax (1In. 4) I. d.ter.lned by _ultJplYlng the .ccount b.lanc. Cline Z) by the p.rc.nt taMabl.~lln. 3). S. En.... th4 tot.1 of the d.bt. and d.ductlons lI.ted In P.rt 3. 6. The 'IIDUf1t t.ubl. (Un. 6) II d.ter.ln.d by .ubtr.cUnll the d.b.. and d.ductlon. ClIn. 5) fro. the ..ount .ubJ.ct to, taM (IIn. ~). 1. Enter the approprl.t. t.M r.te (line 1) .. d.t.r.ln.d b.low. A. ror dat.. of d..th occurrlnll .ft.r 6/3Q/94, the t.x r.t.. for 'ran.f.r. to .pou... ar. .. follo"'1 1. Oat.. of de.th on or .ft.r 7/1/94 and b.for' 1/1/96 the rate I. sx. Z. o.t.. of d..th on or .ft.r 1/1/96 and b.for" 1/1/97 the rat. I. Z~. s. n.t.. of d..th on or aft.r 1/1/91 and b.for' 1/1/98 the r.t. I. IX. 4. D.t.. of d..th on or .ft.r 1/1/91 tr.n.f.r. to .pou... ..III b. 'M..pt fro. tax. Not.. 'ar d.t.. of d.ath prior to 7/1/94 tr.n.f.r. to .pou.e. ar. t..abl. .t 6X. I. Tran.f'r' to Iln..1 d..c.ndant. Including f.th.r, lIIoth.r, .on, daught.r, grandchlldr.n, .on-In-I..., daught.r-In-Iaw, .t.pchlld and th.lr I..u. ar. taxabl. .t .Ix p.rc.nt 16X). C. Tren,f.r. to .11 oth.r, Includlnll broth.r, .I.t.r, unci., aunt, n.ph'N and nl.c. ar. tax.bl. lilt flft..n parc.nt 0_ If you chang. tha t.x rat., pl.... .p.clfY your r.l.tlon.hlp to the d,c'd.nt In th. ar.. provld.d. I_ ~ e.ount of tax due (1In. I) I. d.t.r.ln.d by .ultl~lylng the aaount t.xabl. Clln. 6) b~ the t.M rat. Clln. 7J. I -..) -, \ts~). .? CLAIMED DEDUCTIONS - PART DEBTS AND DEOUCTIONS CLAIMED 3 Allowlbl. debt. and d.ductlon. .ra d.t.r.ln.d .. folloN'1 A. You l.g.lly .r. r..pon.lble for p.y..nt, or the ..t.t. .ubJ.ct ta ad.lnl.tr.tlon bv a p.r.an.1 r.pr...ntatlve I. In.ufflclent to p.~ the d.ductlbl. It.... I. You .ctu.ll~ p.ld the d.bt. .ft.r d.ath of the dec.d.nt and can furnl.h proof of p.y..nt. C. O_bt. b.lnll al.l..d au.t b. It..Jz.d fully In P.rt S. If addltlon.1 'PIIIC. I. n..d.d, u.. pl. In p.p.r . 1/2" x II". Proof of payaent ..y b. requ..t.d by the PA O.p.rta.nt 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. TAXPAYER INQUIRY UNIT IN HARRISBURG AT (7171 787-8327. TDDI (7171 772-2252 (HEARINO IMPAIRED ONLY) ~ ... .........' _. - . t , --------------- ------ -------------- SYLVIA MCNAIR 91,Jlt2711 .29. 11 , I i '. I , I I I I I j RECEIVED FROMI fJ m AMOUNT CIO 770 SOUTH HANOVER STREET CARLISLE PA 17013 , I I ! i lOID hru ..l .1 'OIDHUI ESTATE INFORMATION I ~ E M R ~ 21-1994-08b~ El T II g SSN 27b-52-0470 I M A , i , ! REGISTER OF WILLS m TOTAL AMOUNT PAID .29.J.l "",,,,@& ? S AlUJIE MARY C. LEWI REGISTER OF WILLS REMARKS SYLVIA MC NAIR SEAL CHECKII 1~7 ___ ____________ _ __._..__.. - ----------- ----r--- , r - - ........."'.,....-- . -;~___,._____.~ _...~ _I~ .-,", --0 \..... /J,{( I fll/r.//6. 18 I 11/- .). '/0-- i L-/ REV-1548 EX AFP (12-94* COHHOHWEALTH OF PENNSYLVANIA DEPAAlHENT OF REVENUE IUREAU OF INDIVIDUAL TAXES DlPT. 210601 - tURRISIURG, PA 17121-D601 1- '\ L:/ NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTION t. AND ASSESSNENT OF TAX ON JOINTLY nELD OR TRUST ASSETS DATE 08-21-95 ESTATE OF BRADFORD DAVIDENA DATE OF DEATH 01-10-94 COUNTY CUMBERLAND FILE NO. 21 94-0865 S.S/D.C. NO, 276-52-0470 SYLVIA C/O 770 S CARLISLE MCNAIR HANOVER ST PA 17013 ACN 94142711 REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount R..ltbd CUT ALONG TMIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... Rifv:isira-iiC-AFii-riif:94i---.-------------------------.----------.----...---.----.----.--.-.----------.------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLV HELD DR TRUST ASSETS DATE 08-21-95 ESTATE OF BRADFORD DAVIDENA DATE OF DEATH 01-10-94 COUNTY CUMBERLAND FILE NO. 21 94-0865 TAX RETURN WAS. ACN 94142711 S.S/D.C. NO. 276-52-0470 (XI ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION. FARMERS TRUST COMPANY ACCOUNT NO. 8-81215 TVPE OF ACCOUNT. () SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-06-89 Account Balance Percent Taxabla X Amount Subject to Tax Debte and Daductions Taxable Amount Tax Rate X Tax Due 1.164.51 0.166 194.09 .00 194.09 .15 29.11 TAX CREDITS: PAYMENT DATE 10-04-94 RECEIPT NUMBER MM913063 DISCOUNT (+1 INTEREST (-I .00 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAVMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." AMOUNT PAID 29.11 29.11 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . I IF TOTAL DUE IS LESS THAN n. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY SE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. I OQ SC' \r:~ In :,;'. ,~ en Cl .0, : ).:.-..:1 ",. '"11 r!? lJ) PURPOSE OF NOTICE. To fulfill the requlr..ant. 0' S.ctlon 2.40 0' the Inh.rlt~. 8nd E.tat. 'ax Act, Act II of 1'91. e11 P.S. S.ctlon 21_0). PAvttEHTI Det.ch the top portion 0' thl' Notice 8nd .~It with your pay.-nt to the R'III.t.r 0' Mill, prlnt.d on the rever.e ald.. __ "aka check or .on.y ord.r p.yable tal REGISTER OF WIllS, AGENT. All pay.-nt. recalv.d .hall ,Ir.t be appll.d to en>> Int.r..t ..hlch ..y ~ due, ..Ith eny r...lnd., ~lled to tn. tax. REFUND (tA) I A ,.fund of . tax cr~lt, which .... not r.qu..tad on the tax r.turn, ..y b. reque.t.d by co.,l.tlna 1ft "Application for R.fund of penn,vlvanl8 Inheritance end E.t.t. T.x" (REV-1StS). applicatIon. .r. 8v.lllbl. .t the Offlc. of the R'1I1.t.r of Will., any of the 25 R.y~ DI.trlct Offlc.. or by calling the .paclal Z.-hour en.verlng ..rvlc. nu-ber' 'or for.. orderlngl In P~.ylv,"l. 1-100-)6'-2050, out.lde Pann.ylvlftl. ~ ..I thin loc.l fl.rrl.burg .r.. (711) "'-10'., TDDI (117) 171-!lIZ (H..rlng t.,.lr.d Only). OBJECTIONS. Any p.rt>> In Int.r..t not ..tl.fled ..Ith the IPPr.I....nt, .llowance or dl..llowencl of d.dUctlons or .......ent of t.. (Including dl.count or Int.r..t) .. .hown on thl. Notlc. ..y ObJ.ct ..Ithln IINty (60J day. of r.celpt of this NoUn byl --..rltten protut to the PA O.partHnt of R.vllt1Ull, Board 0' APp..ls, Dept. 211021, H.rrhburll, PA 11128-1021, OR --...ctlno to h.v. the ..tt.r d.ter.lned .t the audit of the account of the per.0R81 r.pr..entatlv., OR --IPp..1 to the orphen.' Court AUtUN- JSTRAlIVE CORAECTIDNSI Fectu.l .rror. dl.cov.red on thl. ......IInt .hoUld b. addr....d In writing tOI PA a.part.ant 0' R.v~, lur.au of Indlvldull T...., ATtHI po.t A.....eent R.vl.w unit, DEPt. 210601, H.rrl.bUrll, PA 17121-0'01 Phone (717) ,.7-6505. s.. p.g. S of the bookl.t "In.tructlon. for Inherltanc. T.x R.turn far. A..ld.nt a.c.dent" (REV-1S01) far an ..plan.tlon of ldalnl.tratlv.ly corr.ctlbl. .rror.. OISCOUHTI I' any tax dUe I. p.ld within thr.. (S) calend.r .unth. aft.r the dec.dent'. d..th, I flva percent (5Xl dl.count of the lex p.ld 11 allow.d. INTERE.TI Int.r..t I. ch.rged b'lIlnnlnll ..Ith flr.t d.~ of d.llnquenc~, or nine (9) ~th. and one (1) day frOB the d.t. of d..th, to the d.ta of ply,ant. T.x.. which bee... d.llnquent before January 1, 19.Z be.r Intar..t .t the r.ta of .IM ('X) p.rcent per ennua c.lcu1ated at a d.lly rat. of .000164. All t.... which b.c... d.11nquent on or .ft.r Jenuary I, 191Z ..111 b..r Int.r..t .t I rat. which will vlry fr~ c.lendar y..r to cIl.ndar y.ar ..Ith th.t rat. announc.d by the PA O.p.rtaant of Rlvenue. ThI .ppllclbl. Int.re.t ret.. for 1912 through 19'5 .r.1 lilt Int.r..t RBl. DIllv Int.r..t Factor Iur Int.r..t Rlt. Dallv Int.r..t Fsetor 1912 19as "14 1915 "16 uln"re.t zox I6X IlX ax lOX I. c.lcul.t.d .. .000541 .OOOU' .000501 .00DS56 .00021. followlI 1917 1'"-1991 I'" 1995-1994 ,"S 'X IlX 'X n OX .000U7 .00DSDl .0002U .000192 .0002U IHTEREST .. BALANCE OF TAlC UNPAID X NUHBER OF DAYS DELINQUENT X DULY INTEREST FACTOR ..Any Notlca I.,ued .ftar the tl. bacOll' delinquent ..111 r.flect an Int.r..t c'lculatlon to fifteen (15) day. beyond thl d.t. of the ......""t. If p.~t I. aada aft.r the Int.re.t coaputatlon d.ta shown on ~ Notice, 1Idd1t10R81 Intaratt ault be calcul.tad.