HomeMy WebLinkAbout94-00989
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REV-1S43.E~ A~P 18-941_
CO""DNWUlllt OF PENNSYlYANIA
DEPAATHEHT Of REVENUE
BUREAU Of INDIVIDUAL YAKES
DEPT. nOtal
HARRISBURG, PA 11128-0.01
/./ - ,( 'I ,S; - /~3
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21-t:tY.. '1~'t
94149825
11-14-94
THOMAS G WATTERS
l 21 GALE RD
C CAMP HI LL PA 17011
TVPE OF ACCOUNT
~ SAVINGS
CHECKIHG
TRUST
CERTIfICATE
REHIT PAYHENT AND fORHS TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF MARJORIE L WATTERS
S.S. NO. 173-09-3106
DATE OF DEATH 08-12-94
COUNTY CUMBERLAND
HARRIS SAVINOS BANK h.. prollldad the napart..nt with the Infor..tlon listed balow whIch hI' bun uud In ulcuhtlnll thl
potential tlX due. Their rlcord. Indlcat. that at thl d..th of thl abava dlcldant, ~ou ..at. I Joint ownar/beneflclarv of thl. account.
I' you ,..1 thl, Inlor..tlon I' Incorrlct, pi.... obtain wrlttan corr.ctlon fro. thl 'Inanclal In.tltutlon, attach. copy to thl, 'or.
and r.tu,,, It tn thl above .ddr.... lhh acco","t I. ta..bl. In accordanu with th. Inh.rltanu h. law. of tha Co.aonw..Jlh of pann'Ylvanla.
g...., Iltne .._t t. nn,..,.rad bv call"l. e117' 7D;' ~~tl.
CUMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS
Accaunt Na. 18-60-000272 D.t. 06-23-92
Eatablhh.d
Account Balanc.
P...c.nt r.xabl.
Anount Subj.ct to
r.K R.t.
Pot.nti81 r.K Du.
To In.ura propar cradlt to your account. two
(tl cop I.. of thl_ notlca au.t accoapanv your
paY'.nt to tha Ragl.tar of Will.. Maka chack
payabla tal "Ragl.tar of Will., Agant".
PART
ml
73,297.40
50.000
36,648.70
.15
5.497.31
TAXPAYER RESPONSE
FAILURI TO RISPOND WILL RISULT IN AN OFFICIAL TAX ASSISSNINT BASID ON THIS NOTICI
x
HOTEl If ta. pay.ant. .ra ..da within thraa
el) aonth, of tha dacadant'. data of daath,
YOU .ay dadUct . 5~ dl.count of tha t.. dua.
Anv Inharltanea ta. dua wIll bacoaa dallnquant
nlna (91 aonth. aftar the data of d..th.
T..
x
.[
CHECK ]
ONE
BLOCK
ONLY
A. c:J Th. abov. Infor..tlon and ta. due I. corract.
1. You .ay ChaO'. to ra.lt pay.ant to thl Ragl,tar of Will. with two cop la, of thl. notlca to obtain
a dl.count or avoid Intara,t, or you .av chIck bo. "A" and raturn thl. notlca to tha Rag I. tar of
Will. and an official a"a".ant will ba I.,uad by tha PA Dapart.ant of Ravanua.
B. c:J Tha abava a.,at h.. b.an or will ba raportad and taM paid with tha Pann.ylvanla Inharltanca T.. raturn
--- ~a fllad by tha d.cad.nt', r.pr.,antatlva.
C. ~ha abova Infor.atlon l~ncarract and/o~.bt' and daductlan. wara paid by vau.
You au,t caaplat. PART L!J andlar PART ~ balaw.
If you indicat. a diff.r.nt tax ..at~t pl.... .tat. your
...l.tionship to d.cadant I 5f"lt::J4.
OFFICIAL USE ONLY 0 AAF
PA DEPARTHENT OF REVENUE
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT~TRUST ACCOUNTS
LINE 1, Dat. E.tablhhad 1 (,., ~ q J-.
2. Account B.lanc. 2~ 2~ 2. ~O
:S. Parcant Taxabl. 3 X 'a'1) ('/0
~. A.aunt SubJ.at ta To. ~ t$ ,{.. /" IJ R. 7D
S. Dabt. and Daductions 5 I ~
6. A.aunt To..bl. ,/I <b (" lJ, P,. 7i)
7. Ta)( Rata 7 X . , c'ln
8. TOM Du. 8.~ I '1 fl. 'j Z
DEBTS AND DEDUCTIONS
PART
~
DATE
PAD
1
2
3
4
5
6
7
8
CLAIMED
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Entar on Lln. 5 of Tax Co.put.tlonJ
I
.
parjury, I daclara that the fact. I
.y knoMladg. and b.li.f.
h.va r.portad above .r. tru., r.orr.ct and
HOME 1 "111) "71./- "''1;)0/
WORK 1 1 If: ~
}"'f~'_~ "-~
lIO/....
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OfFICIAL TAX ASSESSHENT ..lth .ppllcabl. Inhr..t b...d on Infor..tlon
.ubIIlttd bw the flnancl.1 In.Ututlon.
Z. Inherltanc. t.x b.c~. d.llnqu.nt nln. lonth. .ft.r the d.cadent". d.t. of d..th.
S. A Joint account I. t.xebl. .v.n though the d.c.dlnt". n.a. w.. add.d .. . ..tt.r of conv.nl.nc..
4. lecount. (Including tho.. h.ld b.twlen hulbend end wU.. which the daced.nt put In Joint n.... within Dna vnr prior to
d..th ar. fulh talCMila .. tranlf.r..
S. Account. ..tabll.hed Jolntlv bltw.an hu.band .nd ..If a aor. than on. v..r prior to d..th .r. not t.lCabla.
6. Account. held bv a dacadant -In trust for- ~ther Dr other. .ra t'lCabla fullv.
REPORTING INSTRUCTIONS - PART 1
- TAXPAVER RESPONSE
I. ILOCK A - If the Infor..tlon and co.put.tlon In the notlca .r. corraot .nd d.ductlons .r. not b.lng cl.I..d, pllc. an -X-
In block -A- of P.rt 1 of the -'.xp.v.r R.'poR.a- ..ctlon. Sign two copla. and .ubalt tha. with vour chaek for the .aount of
t.1C to the Raal.tar of Willa of tha county Indle.t.d. 'ha PA D.p.rtaant of R.v.nu. will I..u. .n official ........nt
Cfor. REY-1S'. EX' upon r.c.lpt of the r.turn fro. the R.gI.t.r of Will,.
Z. BLOCk' - If the ....t .p.ol'l.d on thl, notlc. hi' b.an or will b. r.port.d and t.1C p.ld with the p.nnlvlvanla Inh.rltanc.
ralC R.turn fllad bV the d.c.dent', r.pr.sentatlva, plica an -X- In block -B- of Part I 0' the -'alCp'v.r R.,pan.a- 'Ictlon. Sign Dna
copy and r.turn to the PA Departaant of Rav~a, Burlau of Individual T.IC.', Dapt '.0601, Harrl.burg, PA 17121-0601 In tha
,"valop. provldad.
S. ILOCK C - If the not Ie. Infor.atlon la Incorrlct andlor daductlon. .r. bainG cI.laed, ch.ck block -C- and coaplat. P.rta 2 and S
Iccordlno to the In.tructlon, b.IOIt. Sign two co,l.. and .ublllt th.. with your ch.ck for tha ..ount of tax p'V'bla to tha RIlIhtar
of WIU. of tn. county Indlc.tad. Th. PA Dlp.rtunt at "av~ wi,... luu. fin offh:I.1 .........,,:. (rGr~ r.:V'l:~C E::) ~cn tC":::::t
of tha r.turn frv. the R.gl,tar of Will..
TAX RETURN - PART 2 - TAX COMPUTATIDN
LINE
1. Enhr thli d.ta the .ccount orlalnallY w.. ..tablllhad or tlU.d In the .annar ..s.Ung at data of d..th.
NOTE I for. d.c.dant dwlna aft.r 12/12/121 Account. which the dac.dant put In Joint n.... within ona (1) v..r of dl.th .r.
t..abla fullW .. tran.f.r.. How.v.r, th.r. I. an ..clu.lon not to .lCc..d 'S,OOO p.r tran.f.r.. raglrdla,. of tha v.lu. of
the ICCount or the nuablr of .ccount. hald.
If . doubl. ..tarhk (IUI) IPpa.r, b.fore vour flr.t "... In tha .ddru. porUon of thh notlc., the IS,OOO .,.clu.lon
.lr.ld~ hI' bien d.ductad fro. the .ccount b.lanc. .. rlport.d bV the flnancl.1 In.tltutlon.
2. Entar the tot.l b.lanc. 0' tha .ccount Including Int.r.at accruld to thl dlt. 0' d..th.
I. Th. parcant of tha .ccount that h ta.abl. for ..ch .urvlvor h d.tar.ln.d .. fo11oNII
A. The parcant t..abla for Joint ....t. ..tabll.h.d acra than ana ~a.r prior to the dlcadant'a da.thl
1 DIVIDED BY TOTAL NUttIU Of
JOINT QWHERS
[lCaapl.1 A Joint ....t raal.tar.d
DIVIDED IY TOTAL HOHBER Of X 100 . PF.RCENT TAMAILE
SURVIVING JOINT OWNERS
In tha naaa 0' the d.cldlnt and two othlr p.r.ona.
I DIVIDED BY S (JOIHT OWNERS) DIVIDED DY 2 CSURVIVORS) . .167 X 100 . 16.7~ (TAXAILE fOR EACH SURVIVOR)
I. Th4 p.rclnt ta..bl. for ....t. cr..t.d within on. ya.r of the dlcadlnt'. d..th or .ccounts ownad bv tha dac.dant but hald
In tru.t 'or anothlr Indlvldu.l(s) (trult b.na,lcl.rl..).
1 DIVIDED IY TOTAL NUHaER Of SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
JC 100 . PUCENT TAXABLE
EIC.apl.1 Joint Iccount r.glatar.d In the na.a of the dlcadlnt and two oth.r plr.on. and ..tabll.h.d within on. ~a.r of d.ath bv
the d.cadant.
1 DIVIDED IY 2 CSURVIVORS) . .50 X 100 . SOl( tTAXAIILE fOR EACH SURVIVOR)
~. Tha ..ount 'ubJ.ct to ta. (1lns 4) I. dltar.lnld by aultlplvl"a the ICCOunt b.l.nc. (1In. 2) bv thl p.rcant talCabl. Cline I).
5. Entar thli tohl of the d.bts and daductlon. IlIt.d In P.rt I.
c.. Tha oa,\.,",t toff=~lo 'lIroc t) If ,.",t..."d"_<1 hV .1Ihtl'llIt'tlnp thl d.bts "nd daductlona Ulnl ,. fro. the a.aunt .ubJ.ct to t.1C Cllna 4).
7. [ntar the IPproprlat. ta. rata Clln. 7) .. d.t.raln.d balow.
A. For d.t.. of dlath occurring .ft.r 6/sa/'~, tha t.1C r.ta. for tran.f.r. to .pou.a. .ra .. follow'l
I. D.t.. of dllth on Dr .ft.r 7/1/9' and b.for. 1/1/96 the rata la S~.
Z. Dlt.. of dl.th on or If tar 1/1/'6 and bafor. 1/1/97 tha rat. I. 2~.
I. D.t.. 0' de.th on or aft.r 1/1/97 and bafora 1/1/98 the rata I. 1~.
4. D.t.. of de.th on or .ft.r 1/1/91 tran.f.r. to .pau.a. will ba Ixaapt fro. taM.
Kot'l For dlta. of de.th prior to 7/1/94 tranaf.r. to .pou... .r. tl.abl. .t 6~.
I. Tran.far. to 11n..l de.cend."t. Including f.th.r, .other, .on, daughter, grandchildren, .on-In-I...,
daught.r-In-l..., .tapchlld and their luua .ra tlubla .t aIM p.rcant (6:0.
C. Tran.f.I" to .11 other, Including brother, .I.tar, unci., aunt, ".ph.w end nllel .r. t...ble at flft.an parcant (15~).
D. If YOU chang. the tl. rltl, pl.... .paclfV your rll.tlon.hlp to the dlcadant In the .r.. prowldad.
I. The eaount of t.. due CII". I) I. d.t.ralnad by aultlplvlng the ..ount t...bl. (lln. ,) bv the t.. r.t. CII'" 7..
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. and d.ductlon. .ra d~t.ral".d .. follaN"
A. You l.g.lh .ra rupon.lbl, for p.v.ant, or the IItat. 'ubJact to Ildalnlltratlon by . p.raonll r.pr..ant.UvI .. In.ufflclant
to P.W the dlduotlbla It....
I. You .0tu.IIV p.ld tha d.bts aftlr death of the daudent and can furnhh proof of pav.."t.
C. Dabta baing clal..d auat b. Ita.l.ld fullw In P.rt S. If additional .p.c. I. neadld, u.. pl.ln papar I I/Z. ,. 11-. Proof a'
Plv..nt .av b. r.qullted bv the PA D.partlllRt of Ravlnull.
TAXPAYER 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 INQUIRY UNIT IN
HARRISBUR~ AT (717) 787-8327. TDD' (717) 772-2252 (HEARINO IMPAIRED ONLY)
'" """"" " "'''''1'' .,",,"" '''''1'''' 'I''''''''''''''':'''''''' ..", ",,' - $"\'"";'
. '(:ij~:~~t~&~:~~if'lii~;;:l,:'i'~~~:~:;~~I' i~#JID~l!;~"l~'-'I'! t&,~j1tmJAqn~\'~ r{1~;~~~~L'~mu:~}~~~~i~'t~~~~fJ~\~~Jf~~ ;~~. '.;~K
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.,.J. ~._' ." .. '0 " ..... _.",,,_,-,,"""'_ .w.:...""'''-'''' '.~,,L__ d" .' _"'.'.'''.W-'' ...',
-!If I...~t't:~
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D
ACN
ASSESSMENT
CONTROL
NUMBER
m
AMOUNT
RECEIVED fROMI
THOMAS a. WATTERS
e1 GAL.E ROAD
CAMP HIL.L. PA 17011
'~DHIIf
;
,otOH'"
SSN 173-0'l-310b
L..
CUMBERL.AND
. ..
REMARKS
THOMAS G. WATTERS, JR
RECEIVED BY
m
TOTAL AMOUNT PAlO
SEAL
CHECK" 158
--------------------------~~~~~~
. .' . "j', " ' \
"- . .,...'
REGISTER OF WILI.S
MARV C. L. WI
REGISTER OF WIL.L.S
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(REV-l!48 EX AFP (12-94*
CDHHONW[AlTH OF PENNSYLVAHIA
DDlARTfEN' OF REvtNUE
IUAEAU OF INDIVIDUAL TAXEI
DEPT. "16DI
HARRIIIURG, Pi 17121-0'01
NOTICE OF INHERITANCE TAX
APPRAIBtnEHT, ALLOMANCE OR DIBALLOMANCE
OF DEDUCTION to AND ABBEBBHEHT OF TAX ON
JOINTLY .ELO OR TRUBT ABBETB
DATE 02-28-95
ESTATE OF WATTERS
MARJDRIE L DATE OF DEATH 08-12-94
COUNTY
CUMBERLAIlD
FILE NO. 21 94-0989
S.S/D.C. NO. 173-09-3106
ACN
94149825
THOMAS G WATTERS JR
21 GALE RD
CAMP HILL PA 17011
REMIT PAYMENT TOI
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount R..l ti.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REii:islri-ijf-AFii-ri1f:94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-28-95
ESTATE OF WATTERS
MARJORIE L DATE OF DEATH 08-12-94
CUMBERLAND
COUNTY
5.S/D.C. NO. 173-09-3106
IX) ACCEPTED AS FILED I 1 CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. HARRIS SAVINGS BANK ACCOUNT NO.
ACN 94149825
FILE NO.
21 94-0989
TAX RETURN WAS.
18-60-000272
TYPE OF ACCOUNT. (lO SAVINGS I ) CHECKING I ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 06-23-92
Account Balanca
Par cant Taxable X
Amount Subject to Tax
Dabta and Deductiona
TaXAble Amount
Tax RatA X
Tax Due
73.297.40
0.500
36.648.70
.00
36,648.70
.06
2.198.92
NOTE.
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION DF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MII'llO' ORDFJl PAVA~ TO.
"REGij;1'ER OItlWI LLs?? ~GENT ."
(1 !II U
." .."
I
TAX CREDZTS:
PAYMENT
DATE
11-22-94
RECEIPT
NUMBER
MH913215
DISCOUNT (+)
INTEREST (-)
.00
It ",
AMOUNT PAID
2,1.98.92
n ._
: t I
"
:-;),~
)>;;1
~:;, ~ <
-. I .
::-:1
"I s.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
I NTI!R EST
TOTAL DUE
. If PAID AfTER TNIS DAT~I.~EE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. .
I If TOTAL DUE IS LESS TOAN '1, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" I CR,I,I YO'J HAY BE DUE A REfUND.
SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I
2,198.92
.00
.00
.00