HomeMy WebLinkAbout94-00887
<,.,
:;h:;,:;_',:\;-/
/(/-:)'1/ -/(1
REV-1543 EX AFP (1-911*,
CDHftONWEAltll Of PlNN1YLVANIA
OEPARfHENT Of AEV[NUE:
lUAEAU Of INDIVIDUAL l'XEI
DEPl. 210601
HUAIIIURO. PA 11ll1'06DI
FILE
ACN
DATE
NO. 21-'1'/- 'if'?
94134591
08-11-94
INFORMATION NOTICE
AND
TAXPAYER RfQPONSE
ESTATE OF NEWCOMER
5.5. NO. 211-22-7125
DATE OF DEATH 05-27-94
COUNTY CUM8ERLAND
TYPE OF ACCOUNT
B ~ SAVINGS
CN~CKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FGRHS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
WAHNETA
BROWN JR
109 flUnON RD
NEW CUMBERLAND
WILLIAM L
PA 17070
DAUPHIN DEPOSIT BANK & h.. provided the Dlpart..nt ..lth tha Infor.atlon lI.tad belo.. which ha. bean u.ed In calculatlnll tha
potential taM due. Thalr record. Indicate that at the d.ath 01 the abova dlcadlnt, YOU war a a joint o..nar/banallclary 0' thl. account.
" "!)II '...1 'hl~ 1"'0''''''''''" I' I.,tnrrpct. 01.... ubhln wrlthn "cr,',uUon fro. tit f'nanclal In.Ututlonl attach a cropy tl, thll 'or.
~ raturn ~c to tllV .bova pdoro... rnll bCl:Ount II t....,..,l.. i.. aCC""O"'I~. "UII .na .......1 .,p.... IlIlI Lt,W' tit ,h'l '",._"....;:n~....r ......~;tylu~..i...
Qua.tlon. ..y b. an....r.d by call1nll (111) 181.a121.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
AccDunt ND. 0018197922 Doh 04-05-93
ht.bl !shed
Account ealance
P."cant Ta.abla
AMount Subject to
TaM Rate
Potential TeM Du.
To In.ura propar cr.dlt to your account, two
(21 copl.. of thl. notlc. .u.t .cco.pany your
p.,..nt to tha Raglltar of Will.. H.ka chack
p.y.bl. tOI "A'III.t.r 0' Will., Ag.nt".
PART
ill
6.508.42
16.667
1,004.76
.15
162.71
TAXPAYER RESPONSE
TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASaD ON THIS NOTICE
x
NOlEI I' t.. p.ya~t. ara ..d. ..Ithln thraa
111 .onth. 0' the dec.d.nt', d.ta of da.th,
you ..y d.duct . 5% dl.count of the taM due.
Any Inh.rlt.nc. t.M due wlll b.ca.. d.llnquent
nlna C91 .onth. after the d.ta of daath.
To.
x
FAILURE
..
A. ~Tha above Infor..tlan .nd t.. due 11 correct.
1. You .ay choo.. to r..1t pa,.'nt to the Aallhhr 0' Willi, with two copla' 0' thlt notlc. to obtain
. discount or .vold Int.r..t, or you .., ch.ck box "A" and r.turn thl. notlca to tha Ralll.ter a'
Wills .nd .n offlcl.l ........nt ..Ul b. I..u.d by the PA a.part..nt of Rev.nu..
I. c:J tha above ....t he. b.an or will be raport.d and t'M p.ld with tha Pann.ylvanl. Inharltanca TaM r.turn
to b. fll.d by tha decad.nt'. r,pres.ntatlve.
C. E:J tha .bov. Infor.,tlon l~ncorract and/or dabt. and d.ductlon. w.r. paid by you.
You .u.t coapl." PAAT Z and/or PART fT1 balow. ......
l::..J , .
[CHECK ]
ONE
BLOCK
ONLY
If you indicat. a diffa~.nt tax rate, pl.... .tata your
relation.hip to decadent,
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
c'
PART
~
TAX RETURN - COMPUTATION
LINE 1. Doto Eot.blllhod
2. Account Balanca
3. P.~cant TaMable
4, Anaunt Subjact to Tax
5. D.bt. and Daductions
6. Anount TaMabla
7, TaM Rata
8, TaM Du.
TAX ON JOINT/TRUST ACCOUNrS
OF
1
2
3 X
4
5
6
7 X
8
PAD
1
2
3
4
5
6
7
8
CLAIMED
PART
~
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL lEnt." on Llna 5 of TaM Conputatlan)
I
.
that the fact. I
and beUaf,
have repo"ted above a~a trua, co~ract and
HOME (~:?l ~:'1-0'7'7/
WORK-.( )
TElEPflO NUM E
t.
GENERAL LNFORMATION
1, FAILURE TO RESPOND WILL RESULT IN AN OFFlr.:AL TAX ASSES~HENT ..ith appllc.bla Intarut b...d on l"for..Uan
.ub.ttled by the flnancl.t tnltltuUon.
2. Inherltanc. t.M blco.a. d.llnqu.nt nlna lonth. .ft.r tha dec.dant'. d.ta of daath.
5. A Joint .ccount I. t.xabla Iv.n though the d.c.d.nt', n... w.. add.d II . ..tt.r 0' conv.nlanca.
~. Account. (Including tha.. hald b.twaan hU.band and wlfal which tha dac.dent put In Joint n.... within on. y..r prior to
d..th ara 'ullv t...blt .. .ran"ar..
5. Account. e.t.bll,had Jointly b.t....n hu.b.nd and wlfa lora than Dna VI.r prior to d..th .ra not t...blt.
6. Account. held bv a d.c.dent "In tru.t 'at" anoth.r or othar. ar. ta..bla fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. aLOCK A .. I' the In'or..tlon .nd coaputltlon In the not Ie. .r. correct .nd d.dUctlont ar. not baing cl.I..d, pilei an "X"
1n block "A" 01 P.rt I 0' thl "TaMp.yar A.,pon.." ..ctlon. SllIn two cop I.. end .ub,lt tha. with your chick for tha ..ount 01
t.. to the A'III.tar 0' Will. of the county Indlc.ttd. Tha a.p.rt.ant 01 A.v.nu. ..III 1.lu, .n offici.. ........nt
(For. REV-1S'8 EX) upon racalpt a' the A,turn 'ro_ the Aagl.tar 0' Willi.
2. alDCK I .. I' tha ....t .p.cl,l.d on thl. notlca h.. baan or ..III ba raportad .nd t.. p.ld with tha P.nn,Ylvanl. Inhtrltancl
TIM R.turn ,11.d by the dac.d.nt', rapr...nt.tlv., placa an "X" In block "I" of P.rt I of tha "f..p.Ylr A..pon.e" ..ctlon. Sian ana
COpy and raturn to the PA nap.rt..nt 01 R.v.nua, Bur.au of Individual T'M", Dlpt Za06DI, H.rrl.burg, PA 17121.0601 In tha
.nv.lop. provld.d.
:. .;~CC:: t: .. ~! ~t::. ,,~<;...... 1,,:\", ....t~.." ~.. ....;.~....C"l": ilo,(.jl,. ct.~I..n.::I\.11 (,1"4: w:.lr.: ~l.lau':, I,;nl"'", C.ft':Io"" .,0&, coq,lattl fo.rt:. 2 lonG!
.ccordlng to tha In.tructlon. balo... SllIn two cop I.. and .ub_lt tha. with Vo~r ch.ck for the .aount 0' taM p.yable to the R'II..ter
of will. of the county Indlcatad. Tha PA D.p.rt..nt 0' Aavanue will I..u. .n o'flcl.1 ........nt Cfor. REV~154a EX) upon rac.lpt
0' thl raturn 'rol the A.gl.t.r 0' Will..
TAX RETURN - PART
- TAX COMPUTATION
2
LINE
I. Ent.r the d.t. the account arlllln.llY w.. ..tabll.h.d or tltlad In tha .~ar aMI.tlng .t d.ta of d..th.
NOTE. far I decad.nt dying .ft.r lZ/12/12. Account. which the d.c.d.nt put In joint n.... ..I thin ana (I) y..r of d..th ar.
t.x.bl. fully .. tran.far.. Howlv.r, there I. .n ,xclu.lon not to exc..d '5,000 per tran,'.r.. rea.rdla.. of the v.lue of
the .ccount or the nuabar a' .ccount. hald.
If . double ..t.rl.k (__I .pp..r. b.for. your 'Ir.t n..e In tha addra.. portion of thl. not Ie.. the 11,000 'Mclu.lon
alr..dy h.. bean daduct.d fro_ the .ccount b.lance a. r.portad by the flnancl.1 In.tltutlon.
2. Entar the tot.1 b.lanca of the .ccount Including Intara.t .ccru.d to the d.t. 01 d..th.
5. The p.rc.nt of the .ccount that I. tax.bl. for ..ch .urvlvor I. dat.r.lnad .. 'olio....
A. Tha parc'nt tax.bl. for joint ....t. a.t.bll.h.d .or. then on. ya.r prior to tha decadant'. d..th.
I DIVIDED av TOTAL NUH!ER OF
JOINT OWNERS
Ex.-plal A joint ....t ralll.tered
DIYIDED IV TOTAL HUHIER OF X 100 . PERCEHl TAXABLE
SURVIVING JOINT OWNERS
I~ the n..a of the dac.d.nt and two ather p.r.on..
I DIVIDED IV 5 (JOINT OWNERS) DIVIDED av 2 (SURVIVDAS) . .161 X IDO . 16.1ie nAXAlLE fOR EACH SURVIVDR)
B. Tha parc.nt t.xabl. for ....t. cr..t.d ..I thin on. y..r of tha dec.d.nt'. de.th or .ccount. owned by tha d.c.dant but hald
In tru.t for anoth.r Indlvldu.le.) Ctru.t b.n.,lcl.rl..).
I DIVIDED!V TDTAL HUH!ER OF SURVIVING JOINT
OWNERS OR TRUST BENEflClAAlES
X laD . PERCENT TAXABLE
lM..pla. Joint .ccount ralll.t.red In the na.. 0' tha d.ced.nt and t..o oth.r par.on. and a.tabll.h.d within on. y..r 0' d..th by
the d.e.dent.
I DIVIDED IV Z (SURVIVOAS) . .50 X 100 . 50iC nAMABLE fDR UCU SURVIVDR)
.
5.
6.
7.
f II... l' to... t~: I'.'ca"lt trw:bh\rl':l"'1 )),
T~. I"....'"~ rl~'.ct tl' t't.. (1In.'" III -t.tr...ftl.,rt bt. ......ltlolvl,.:r tl'l. .~en\l.,t b"la.,o;n
Ent.r tha total o~ the d.bt. and d.ductlon. II.t.d In P.rt S.
Tha a.ount taM.bla Cllna 6) I. dat.r.ln.d by .ubtractlnll the d.bt. and daduotlon. (llna 5) 'roe tha a.ount
Ent.r the approprl.t. t.x rata (Iln. 11 .. d.ter.lnad bllow.
Cline 4).
.ubj.ct tel taM
,
,
Tran,'ar. to Iln..1 da.candant. Including f.th.r, .oth.r, hu.band, wi'., .on, d.ught.r, IIr.ndchlldran, .on-In~l...,_.
d.ughtar~ln-l.w, .tapchlld and thalr I..u. .ra taxabla at .Ix parc.nt (6~I,
Tr.n.f.r. to .11 oth.r. Including broth'r, .I.t.r, unci., aunt, n.phaw and nlac. .r. taMabl. at ,I,ta.n parc.nt (l~XI,
I' you changa the t.x r.te, pi.... specifY your r.l.tlon.hlp to the d.c.dant In tha ar.a provld.d.
A.
..
C.
-"
--
.,
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
~
.";'
Allow.ble dabt. and d.ductlon. .ra d.t.r.ln.d a. 'ollow..
A. Vou leg.lly ar. r..pon.lbla 'or pay..nt, or tha a.tata ,ubjact to adllnl.tratlon by a per.on.l r.pra..nt.tlv. I. In.u'flclant
to pay the d.ductlble It....
a. Vou actually p.Id the d.bt. aftar d.eth of the d.cadent and c.n furnl.h proof 0' pav.ant.
C. D.bh b.lnll chl.ad w.t be Ita. Iud 'ullv In Part 1. If additional .p.n II n..d.d, u.e pl.ln p.par II l/Z" )I U.., Proof 0'
p.y.ant ..y ba requa.t.d by the PA a.p.rt.ant 0' Rav.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 INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327.
-..... ,...~.. -. .... .'
f-.------__________ ____________________.
RECEIVED FROM.
&
m
AMOUNT
I
,
i
,
,
I
I
'I
I
WILLIAM L BROWN JR
,>,.,1;:1'1:;,,>,1
,
'.
109 HUTTON ROAD
NEW CUMBERLAND PA 17070
..~ tiC'. /1
...
"',..
'040""'
latOHII,
ESTATE INFORMATION,
S
EJ
II
m
D
NECOMER
AM
21-1994-0887
LA
SSN 211-22-712:5
I T MI
WAHNETA B
M
y
..
CUMBERLAND
REMARKS
WILLIAM L. DROWN, JR.
m TOTAL AMOUNT PAID
-162.71
1';
REGISTER OF WILLS
a:!f
WAf '
LLS
~.--------------------------------
a,...., '. . ~ "
.'. I .
SEAL
CHECK" 1011 RECEIVED BY
y.
.
t:
. ---'
~'""'-t.~
t.. _~~.J' ..,.:."\
-'-.-~-- -~_-7-""""-"'~..lI
c",
,'"
"1"
'.,',
- .~
,.T,,' ",
"
..' -----, ---....--. '-""
.
..
.
''-..,.
""-'__._"1~,;.",.j'..,,,--,.,';"'\"
G1X5119-931 ~i~
COMMONWeA~TH OF PENNSY~VANIA
DEPARTMENT Of REVENUE
Deor Register of Wills:
Enclosed you will find: 0 checkls) 0 documents(s) which were receIved by the Department of Revenue In error.
These may be procelled according to normal procedures.
REMINDElh The POST MARK DATE on envelope attoched to any checks enclosed must oppeor t:n your
OHlclal Receipt. .
Thonk you.
BUREAU OF INDIVIDUA~ TAXES
(1<
Sincerely,
John Murphy, Chlel
Inheritance Tox DivisIon
(717) 787.6201
.
.r-i
I '..~
,
\
,
~'"
l;)~'.d.:._:;,;;,,~;;:,:;'1.r.f~)W~~'-i'-i-i"',';;jr~':rt!'~~~t;..'::'.'t.<(i1i~7:\~i:.J.~~~t~:n;;.""'''1~''''''------'.
" ",
~
I
,
"
..
..,
'I , ,..
,j'
" : ...,. .
l~. ,"./0.
,
I
,.\
,
,~ .
, . "J
i' ." ,I
. ,'. r' )
",
~
'0.. ':';t , ~
._l '\1 t ~ '.' ~
.. .. ~,
. "( .. .
..
, .'
.;' .;.
,
.j
J
"
. 1
. .
:
,.--..
.....,....-...-
t. J-r""t ",:-.~
"
j _ ,~__n
---~
7.......-..... _ I
.10,._
~ ,-
..
"
, \ \ \ \ \
.
[' Iii
't'
" '" < ..-. '" ..
'-' ~ Q m
(.c.... 0)
;~ c '_""-
~<.~,
\
\
~~
~.s-
'< ~ "-
~ ~
~ l rQ
:) ~
'-l
If
e.
c
g
'"
\,
, ,1\ ,
..;. "
I
,J
t .
" f':
r . .
\ ~.
,
j ,
"
-~~..- ...
--, .-
.'- ~
!
oj)
3
..,
!:!
l-
II
o
i
!
." ..... -~~ --,-
. - ......-
. --
"-r-
_.~
.
'.
.
.
.
0.
','
,
i
~
1
I
,
"
<if' 1_,.
,..( ~.
'J. 1
I. \..
. .,. ' " f\ , ~
/'i ,',
I
,";' _I
,
i
'~..:.t
,
:' ..... ['" ;J.
. .
t , ~,
. w'
.. ". ~
'g., '. r,.
'1""\1.':.; >\
, , ,
:" I.' I_ , -I
..--.'
--.,...,..,- .
~.'f ....,.."}-
~- , ;
_A.