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HomeMy WebLinkAbout94-00904 l,:.~ ;~ --.>'; '.' "- .. "J' '::~Yi,>.. ' -"",' 'd . ~ , ';, " \, ',' " ! I I i I I - - , I 'Ii i .' ! . ~ . J \ c \:) , ....... ! I' - ; - ; \ ' ..... ! - ! '~ tJ ~ I ! " - ~ 0- .... - i - I ~ I , ! I ! I I . : /- A I ~ " .1 ~ , I I I I I r--l i ~~ !~ i ~frl . i1!i~ I ~~ t; :;;~ t ~::l z...~ I ~: ~ ~Q . ten ~ C>~ iE I;...~~ i ..a - It I I __r.iI: "<3 r l-..' " \, -. ...-.., ....,...--.. , J , i I i' i 00 i I I ! '.'-- .... ~ . . . ,_.------.-- . - L._-:-_~..A.H --:-.- ..- .. , . I I I I . . I. ~. '.. '" ", ",. . -\. ," f", ' ..~ r., ' I ,;,\ . t . f , ,,1 , ,,'. ,,~~... -- > i..;: , .: '0. '1 ,.. 11 '\1 t: ~ 0..\ , "'f, . j..J ',_ : ,.~ , .., .. ,j J t' . .., 0', . \ , '. .._-' - - ""..,-- -,,:- -- ~ REY-l!43 EX AFP 18'94)_ CDHHOHWEALT" OF PENNSYLVANIA DEPARTHEHT Of REy[HUE BUREAU OF INDIVIDUAL T'XES . . DEPT. 210601 HARRISIURG, PA 17UI-0601 / //-1 1/1. - /:', INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 - 9'4 . '1 a 'f 94142592 09-22-94 ESTATE OF BOOK 5.5. NO. 194-28-9750 DATE OF DEATH 07-12-94 COUNTY CUMBERLAND TVPE OF ACCOUNT M ~ SAVINGS CHECKING TRUST CERTIFICATE REHIT PAVHENT AND FORHS TO, REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 EDNA HUNSECKER 741 WALTON LEMDVNE LOIS B PA 17043 ST DAUPHJN DEPOSJT OK I T hu prayld.d th. D.p.rt..nt with the Infarnt10n Iltt.d b.law which h.. b..n uud In ulcul.tlno the pat~tl.l t.M du.. Their r.card. Indlc.te th.t at the d..th of the .boy. dec.d.nt, you w.r. . Joint own.r/b.n.flcl.ry a' thl. account. If you '.el thl. In'ar..tlon I. Incarr.ct, pl.... obt.ln wrltt.n carr.ctlon frol the ,lnancl.1 In.tltutlon, .tt.ch . copy to thl. far. and return It to the .bay. .ddr.... fhl. .ccaunt I. t.Mabl. In .ccordanca with tha Inharltance TaM Law. a' the Co..onwe.lth a' P.nn'Ylvanla, ~...tlnn. .~y b. ~.w.r.d hv r.~lllno (7111 787.8!17. COMPLETE PART 1 BELOW . . . SEE REYERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS Account No. 0016510526 Dalo 11-29-84 Eat.bliah.d To In.ur. prop.r crldlt to your .ccaunt, two (1) cop I.. a' thl. natlc. .u.t .cca.pany your p.y..nt to the A.ol.tlr of Will.. Hak. ch.ck plYlble tal "R.gI.tar of Will., Agent", Account 8a1anc. 2,223.23 P.rc.nt raxabl. )( 50,000 Aaount Subj.ct to Ta. 1 . ill . 62 Ta. Ralo X ,06 Polonthl Ta. Dua 66.70 PART TAXPAYER RESPONSE l.!lIFAILURETO RESPOND,wILL RESULT, III All .OFFICIAL TAX ASSESSIIEIIT BASED ON THIS NOTICE I A, D Th. abOVI Infor..Uan ....d t.x due It carr.et. 1. You ..y chao.. to r..lt p.y.ant to thl R.ol.t.r a' Will. with two cop I.. 0' thl. notlcl to abt.ln a dl.caunt or avoid Intlr..t, or you ..y ch.ck box "A" end r.turn thl. natlcl to the A.ol.t.r 0' Will. and en afflcl.1 ........nt will b. I..uld by tha PA Dapart..nt of RIV.nu., NOTEI If t.x p.y..nt. .r. .Id. within three (!) .anth. 0' the d.c.dlnt'. d.t. of d..th, you ..y dlduct . S~ dl.count a' the t.M due, Any Inh.rltenc. t.x due will b.co.. d.llnqu.nt nlna (9) .antha .ft.r the dltl a' d..th, [CHECK ] ONE BLOCK ONLY I. ~Th. .bov. ....t ha. baan or will b. r.partad and ta. p.ld with the P.nnlylvanl. Inhlrlt.nel T.M raturn to b. ,llad by the d.cld.nt'. rapr...nt.tlva. c. D Th. abov. Infor.atlon IMncorr.ct and/octl.bt. and d.ductlonl wara paid by you, You IUlt coapl.t. PART 1 and/or PART 30 b.low, ,.",,' If you indlcat. a differ.nt tax rat., pl.... .tat. your rel.tionahip to dec.dant. PART ~ TAX RETURN . COMPUTATION OF TAX LINE 1. Data Eotabll.h.d 1 2. Account O.l.nc. 2 3. Parcant raxabl. 3 ~ 4. A.ount Subj.ot to Tax 4 S. Dabt. and Daduction. S 6. A.ount Taxabl. 6 7. rex Rat. 7 X 8. rax Due 8 OFFICIAL USE OIlLV 0 AAF PA DEPARTHEN10F,REIIENUE ON JOINT/TRUST ACCOUNTS PART l!l DATE PAID DEBTS AND DEDUCTIONS PAD 1 2 3 4 S 6 7 8 CLAIMED .:.r'...... ...l /,.\ PAYEE DESCRIPTION AMOUNT PAID I TOTAL CEntar on Lina 5 of Tax Co.putationl fact. J hay. raportad aboy. HOME (711) WORK ( ) I . ara trua, corract and 17 J./-- (,'/). 7 REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSMENT with appllceble Int.n.t b...d on t"far..t1on .ubIIlthd by the tlnencl.1 In.tltutlon. Z. JnherltMce to Mea." d.Unq\MRt nine BORth. .fter tho deud.nt". d.t. of duth. J. . Joint account It tauble I\/en though the dlcedent" n... w.. added I' . ..ttet of convent.nu. ~. AcCOlllU Clncludlnll tho.. held b.twI.n hulb."d and wi". which thli d.ced.nt put In Joint n.... within on. YIU prlDr to dII.th are ful1w t..ebl_ .. trBn.f.r.. 5. Account. ..tebllshed Jointly b.t"..n hu,bMd end wlf. eor. thWl anI ynr prior to d..th .re not teJl8ble. 6. ,~t. ~Id by . dec.dent "In tru.t far" ,"other or oth.r. .t. t..able fully. I. ILOCK A . If t~ Infor..tlan end calPul.tlan In the notice .r. cDrrect and deductlonl .ra not being clal.ad, pl.c. en "X. In black "A" of Part 1 of the "Te.PI....r R.,pon.." ..ctlan. Sign two copla. and lub.lt th.. with your check far the ..aunt of t.. to the Righter of Wlll_ a' the county lndlcatd. Thl PA DIP.tte.nt of Rav.nue wlll luue .n offici.' ........nt (For. REY-I541 EX) upon rec.lpt of the r.turn 'ral the Regl.ter of will.. z. BLOCK'. If tM ....t .peclfhd an thh notlc. h.. b..n or will be reportad and t.. paid with tha penn.yly.nia Inhultenu l.. R.turn filed by the deced.."t'. r.pr...ntaUve, pl.ce .n "X" In black "I" of P.rt 1 of the "T.Mpey.t R..pan.... ..cUan. Sign aM cop)' .nd return to the PA D.part..nt of Rev.nue, Bur.au of Indlvlwal ren., D.pt 2B0601, Harrisburg, PA 17128-0601 In the env.lope provided. s. ILOCl C _ If the notln Infar.aUan Is Incorrect .nd/ar d.ductionl ar. b.lng d.I..d, ch.ck block "C" and ca.pl.le Part. Z end) Kcordlng to U. In.tructlon' b.law. SIDR two copl.. .nd .ub.1t th.. with your check far the a.ount of t.M p.ylbla to the b;ltt.r at WHAI at tne county IncUc.t.a. In.... u.pert..nt at lC.v.nua wUI h.u. an afflcl.a ........nt CFar' REV-IS". EX) upon r.c.lpt of the return fr. the R.gltt.r of wlllt. TAX RETURN - PART 2 - TAX COMPUTATION liNE 1. Enter the data ttMI .ccount arlgln.lly wu utablhhad or tltlad In the ..nner ..lttlng at d.te of d..th. NOTE I for. decad.nt dvlnG eftar lZ/IZ/8Z1 Account. which tha dac.dent put In joint n.... within on. (II ya.r of da.th .r. t..abl. fully .1 tran.far.. Ha.avar, th.r. I. .n ..clullan not to ..ce.d t),OOO par tr.n.f.r.. r.gardl... of the valu. of the account or the nueb.r of .ccaunt. held. If a d~l. att.rlsk cn) .pp.ar. b.for. your flr.t n..a In tha addre.. portion of this noUca, the n,ooo ..elu.lon .lraady has b.an deduct.d fro. th. account b.lance .. rapart.d by the flnancl.1 Institution. Z. Enter the total bal.nc. of the .ccaunt Including Int.r..t .ccruad to the d.t. of da.th. ). Th. p.runt of tn. Ilccowtt th.t Is tuable far ..ch .urvlvor II d.hr.ln.d .. followtl A. The perc.nt t.M.bl. for joint .Sl.t. ..t.bll.h.d .ore than an. y..r prior to the d.c.d.nt'. d..tht 1 DIVIDED BV TOTAL HUMBER Of DIVIDED IV JOINT OWNERS Ex..,I., A Joint ....t r.;I.t.r.d In the nae. of TOTAL HUHaER Of X 100 . PERCENT TAXABLE SURVIVING JOINT OWNERS the d.cad.nt .nd two oth.,. p.r.anl. I. The percent t.Mabl. for ....t. cra.tad within one y..r of the d.cadent'. d..th or account. own.d by the d.c.dant but h.ld In tru.t for enathar. Indhdduatc.1 ctru.t b.naUclarla.h 1 DIVIDED IV ) CJOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .161 X 100 16.7;( nAXABLE FOR EACH SURVIVOR) 1 DIVIDED IV TOTAL HUMBER OF SURVIVING JOINT OWNERS DR TRUST IEHEFICIARIES X 100 . PERCENT TAXABLE U....I.I Joint account re;l.t.nd In the n.aa of the decadant and two other p.rsons .nd ..tabll.h.d within ana ya.r of d.ath by the dac.d.nt. 1 DIVIDED BV Z (SURVIVORS) . .50 X 100 . 50:< ({AUBLE FOR EACH SURVIVOR) 0\. The alN)Unt .ubject to ta. Clln. 4) I. d.t.r.lnad by aultlpIyln; the account b.lanca (Un. Z) by the p.rc.nt te..bl. Cline )). 5. Ente" the tot.1 of the d.bts and d.ductlon. llstad In Part 3. 6. The a.uunt t.M.bl. Cline 6) I. d.t.r.ln.d by .ubtrllctlno tha d.bt. find d.rfllC"tlnn. Clln. It, frn.. U.. "a",,,,t .1I"j",..t t" t." .\l,.. 4) 1. Ent.r tha IlPpraprlata ta. rat. Uln. 1) .. deteraln.d b.low. A. Far dBt.a of da.th occurring .H.r 6/)0/94, the taM rat.. for transfer. to .pauu' ar. a. folloWII 1. D.t.1 of da.th on or eft.r 7/1/9~ and b.fora 1/1/96 th. r.t. I. 3~. z. net.. of d..th on or aft.r 1/1/96 and b.for. 1/1/97 the rat. I. ZZ. 3. n.ta. of d.ath on or aft.r 1/1/91 and be for. 1/1/91 the rate I. I~. 4. Oat.. of d..th on or aft.r 1/1198 tran.fer. to .pouus will b. aM..pt fro' tall. Hatal For d.t.. of d..th prior to 7/1/9~ tr.n.f.r. to .pous" are tallable at 6~. B. Transfer. to IIna.1 d..c.ndants Including fath.r, .athar, .on, daullht.r, grandcnlldr.n. .on-In-Iaw, deUght.r.ln~law, .t.pchlld and th.lr I..u, .re t..abl. .t .111 parc.nt (6X), C. Tran.far. to all ather. Including brother, .I.t.r. unci., .unt, n.ph.w and nl.c. ara t.Mabla at flft..n p.rc.nt (IS;(). D_ If you ch~ the tall r.t., pl..s. specifY your rel.tlonlhlp to the d.eed.nt In the ar.. provld.d. I. TM MClURt of t.. due (Un. I) It d.tar.lned by eultlpJylng the ..ount tallabl. ClIna 6J by the tu r.t. Ulne 1), CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED A110weble debt, end d.dUctlon. .re d.t.r.lned .. follow'l A. Yau l.gaUv .r. r.span.lble for p.y..nt, or the e.t.t. ,ubJ.ct to edalnlttratlon by . parlanel npr...nt.U.... It In.ufflclent to p.y the deductlbl. It.... 8. You ectuellv p.ld the d.bt. .It.r d.ath of the d.ced.nt and can furnish proof of p.y..nt. c. n.bt. being c1.le.d w.t b. It.alt.d fully In Part). If additional .pac. Is n..d.d, u.. plain pap.r e 1/Z" II 11". PrOClf of p.yaant ..y bl r.qI.I..t.d by the PA D.part..nt of A.v.nu.. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORHATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REYENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) \ ....~ .., .- - ..- _. .... .. ~ . -------- --------- ----..--.--.--.-..----- -------- RECEIVED FROM. & m AMOUNT LOIS B HUNS ECKER 9414l:?592 $66.76 741 WALTON STREET LEMOYNE PA 17043 latOH,., ESTATE INfORMATION. M R 'OtD HUt 21-1994-0904 saN 194-ea-97:50 MI SEAL m TOTAL AMOUNT PAID LOIS B. HUNS ECKER ... /. (../ CHECK" 198 RECEIVED BY REMARKS REGISTER OF WILLS -------------------------~-.---.,.--.- . . - I ',' . ....' .~ , J ". , ,,--_. -~ t.. --~}. ....,...-]. " -.--_--:-:-~~u \. J It/- --o'/.)-! '} .\ V REY.1548 EX AFP (10'93* C~ALTH OF PEHHSVLVAHI' DEPAATHENf OF REVENUE lUAEAU Of INDIVIDUAL lAXES DEPT. '10601 HARRlSBURG, PA 1'12..'601 HOTICE OF INHERITAHCE TAX APPRAICENENT, ALLOMANCE DR DISALLOMANCE OF DEDUCTION t.AHD ASSESSHENT OF TAX ON JOINTLY nELD OR TRUST ASSETS DATE 01'16-95 ESTATE OF BOOK EDNA M DATE OF DEATlI 07-12'94 CDUNTV CUMBERLAND FILE NO. 21 94-0904 S.S/D.C. NO. 194-20-9750 LOIS B HUNS ECKER 741 WALTON ST LEMDYNE PA 17043 ACN 94142592 REHIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... Rifv:isirs.ix..AFii.iio.:93i.....................................-...............-.................--........... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01'16-95 ESTATE OF BOOK EDNA M DATE OF DEATH 07-12-94 COUNTY CUMBERLAND S.S/D.C. NO. 194-20'9750 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BK & TR CO ACCOUNT NO. FILE NO. 21 94'0904 TAX RETURN WAS, ACN 94142592 0016510526 TYPE OF ACCOUNT I () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-29-04 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,223.23 0,500 1,111.62 .00 1.111.62 .06 66,70 TAX CREDITS: PAVMENT DATE 10-24'94 RECEIPT NUMBER MM913112 DISCOUNT (+) INTEREST (-) .00 NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH VDUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEV ORDER PAVAOLE TO. "REGISTER OF WILLS, AGENT." AMOUNT PAID 66.70 66.70 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL IHTEREST. · If TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAV SE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I . i , 0'1 15~ Q , u. l~8 O..l!1 ':''2 :!;..~ (~, ":.:; , 11~ 0.\ r.J o'Z) ~..... ~g> a: a: ~ .. ~ ~ N .... \" U '. <-": i.' \"1) (i :U '. .0 ~~ ~ ~ PURPOSE Of' NOUCEI To fulfill the raqulr..ent. of S.ctlon 21'0 of the Inh.rltenca end E.t.te T.x Act, 'ct 22 of 1991. (72 P.I. S.cUon 211tt0J. PAVttfNTI D.tach the tap portion of thl. Notlca end .~It wlt~ your ply..nt to the A.gI.t.r of Will. prlnt.d an the nv.r.. .ide. -- "Ike check or .on.y order p.y.ble tal AEGISTEA OF WIllS, ACENT. All p.y..nt. r.celvld shill first b. .pplled to .ny lnter.lt which ..y b. due, with eny r.'llnd.r IPpll.d to tha t.x. AEFUND (CA) I , refund of . t.x cr.dlt, which w.s not requa.tad an the tlX raturn, ..y b. r.qu..t.d by caepl.tlng .n -Application 'or A.'und of Penn.ylvanl. Inh.rlt~ce and E.tat. T..- (AEV-ISIS). Appllc.tlan. .re IVllllbl1 at thl Dffic. of the A.gi.te,. of Will., any of the ZS A.vanu. DI.trlct Dfflc.. or by calling the .pacill 2~-hour an.w.rlng ..rvlc. nuab.r. for 'or.. ord.rlngl In P.nn.vlvenl. 1-laO-S62-Za50, aut.ld. P.nn.ylvanl. and within 10c.1 Hlrrltburg er.. (717) 7.7-IO,Itt, TDD. (717)> 7"2-ZZ5Z CU..rlng 11IP.lnd Only), OIJECTIDNSa Any plrtv In Int.r..t not ..tl.fl.d with the .ppr.I....nt, ellowanc. or dl.lllowanc. of d.ductlan. or ........nt of t.M elncludlng dl.count or Intere.t) .. .hawn an this Natlc. ..y abJ.ct within .Ixty (60) d.y. of r.celpt of thl. NoUc. bYI --wrItten prat..t to the PA Dlp.rt..nt of A.v.nu., 10lrd of APP'II., Dlpt. 211021, H.rrlsburg, PA 17121-1021, OR "el.cUng to hlva the ..Uar det.r.ln.d .t the audit a' the eccount of the par.an.l repre..nt.Uve, OR --.pp..1 to the Orphan.. Court ADtUN- ISTRATtIJE CORRECTlONSa Feotu.1 .rrar. dl.cav.r.d an thl. ........nt .hauld b. .ddr....d In wrltlnA tOI PA Dep.rt..nt of A.v.nu., lur.eu of Indlvldu.1 Tau., AnNI Po.t '.......nt R.vlew unit, DEPT. ZIUal, It.rrltburg, PA 17121-a6al Phon. (717) 717-6505. S.. p.ga S of the boakl.t Rln.tructlan. far Inh.rltanca T.M R.turn far. R..ld.nt Olc.d.nt- (REY-l501) far an 'Mpl~.tlon of adllnl.tr.tlv.ly carr.ct.ble .rror.. DISCOUNT, If any tlX due I. plld within thr.. eS) cII.nd.r .anth. .ftlr the d.c.dlnt's d'lth, . five p.rc.nt (iX) dl.caunt of the t.. p.ld Is .llaw.d. INTEREST a Int.r..t I. cherg.d b.glnnlng with flr.t d.y a' dlllnqu.ncv, or nine (,I lanth. and one (1) d.y fro. the date a' d..th, to the d.te of p.y..nt. T.M" which b.c..e dellnqu.nt b,'are J.nu.ry I, l'IZ b..r Int.r..t .t the ,.ete of .Ix e6X) p.rc.nt plr .nnu. c.lcul.ted .t e d.lly ,.ate of ,Oaa164. All taMI' which b.c... d.llnquent on or Ift.r Jenu.ry I, 19.2 will b..r Int.r..t at a r.t. which will very fro. c.l.nd.r v..r to c.l.nd.r y..r with th.t rete ennounc.d by the PA O.p.rt..nt of R.v.nu.. Th. .ppllc.bla Intere.t r.t.. for I'IZ through 19'5 .re, ~ Int.,...t R.tl D,llv tnter..t FeetDr Xur tnt.r..t R.tl D,llv tnt.re.' F.etor 1912 ZOX .000541 1917 9X .00n47 I9IS lOX .OOOU. 1'11-1991 IU .000501 1914 IU .000501 199Z 9X .oon'" 1915 ISX .Oa05S6 1995-1994 7X .000192 1'14 lOX .00n74 1995 9X .oonu nlnt.,.nt I. c.lcul.ted .. follow'l INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. I..ued .ft.r the tex beco... dellnqu.nt wIll ,.e,leot an Int.r..t o.loul.tlon to flft.1n (15) d.y. b.yond the d.t. of the .......ant. tf peyeant I. ..d. .ft.r the Int.re.t caaput.tlon det. lhawn on the Notice, ~ltlon.1 Int.r..t BU.t b. o.lcul.t.d.