HomeMy WebLinkAbout94-01000
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REV-1543 EX AFP 11-911*,
CDHHONWEALT~ OF PENNSYLVANIA
DEPARTHENT OF REVENUE
IUAfAU OF INDIVIDUAL TAXEI
DfPT. "1601
tlARRUIURO, PA 17.,1"0601
/l/- .:ll/" - 1/
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ND.21- 9'1-
94127785
06-29-94
C-
ItJ"tJ
ESTATE DF MOWBRAY
5.5. ND. 211-34-6473
DATE OF DEATH 04-11-94
CDUNTY CUMBERLAND
TYPE OF ACCOUNT
K ~ SAVINGS
CHECKING
TRUST
CERTIFICATE
RENIT PAVNENT AND FORNS Tal
REGISTER DF WILLS
CUMBERLAND CD CDURT HOUSE
CARLISLE. PA 17013
NORA
MOWBRAY
518 LIMESTONE
CARLI SLE
JOHN S
RD
PA 17013
DAUPHIN DEPOSIT BANK & h.. provld.d the D.p.rtaent with the Infor..tlon I htad b.low which hn bun uud In celcul.t1n, the
potential ta. due. Thalr r.cord. Indlcat. that .t the d..th of tha above d.c.d.nt, you w.r. 8 Joint own.r/banaflclary of thl. .ccount.
If you f..1 thl. Infor..tlon I. Incorr.ct, pl..r. obt.ln wrltt.n carr.ctlon fro. the flnancl.1 In.tltutlon. att.ch . coPY to Ihl. for.
W\d r.bw" h to \1.. above .lklr.... Inll IceD..." Is \ultbl. in ICCDraanCI wltn \he Inh.rhlnc, In Llw. ot tn. L.oa~'Il..1tn ot t'~"ylv.nll.
Que.tlona .IY ba an.wer.d by clllln, (7171 7.7.1517.
CDMPLETE PART 1 BELDW . . . SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIDNS
Account No. 0033345015 Doto 10-13-83
Eat.bliah.d
Acoount Bo1onoo 1. 674.55
Parcant Taxabl. )( 50.000
A.ount Subjoot to Tow 837 . 28
Tow Roto X .06
PotonUol Tow Duo 50 . 24
PART TAXPAYER RESPONSE
rn I FAILURI! TO RI!SPOHD WILLRI!SUL T IN AN OFFICIAL TAX ASSESSNENT BASI!D GNTNIS HDTICI! I
A. ~Th. Ibovl Infor'ltlon .nd t.. due I. corr.ct.
~. You ..y choo.. to r..lt p.y..nt to the R.,I.t.r of Will., with two copl.. of this notlc. to obt.ln
I dl.count o~ .vold Int.r..t, or you a.y chack bo. "A" Ind r.turn this notlc. to the R.gl.t.r of
Will. and an offici.. .......ant will bl I..u.d by the PA D.p.rt..nt of R.v.nue.
To In.ur. prop.r crldlt to your .ccount, two
(II cop I.. of thl. not Ie. .u.t IccoaplnY your
p.y..nt to the R.gIst.r of Will.. ".k. ch.ck
p.yabll tOI ~.,I.tlr of Will., A,ant".
NOrE. If t.. p.y..nt. Ir. .ad. within thr..
(5) .onth. of the dlc.d.nt's det. of d..th,
you ..y d.dUct . 5X dl.count of the ta. du..
Any Inh.rltanc. ta. due will b.co'l d.llnquant
nine (,) .onth. .ft.r the dlt. of d..th.
[CHECK ]
ONE
BLDCK
DNLY
B. c:J Th. abovl ....t h.. b.an or will b. r.port.d end t.. p.ld with the Plnn.ylvanl. Inh.rltanc. Te. r.turn
to bl fll.d by thl d.c.d.nt'. r.pr..ent.tlv..
C. c:J The above Infor..tlon I~ncorr.ct and/D~.bt. .nd dlductlon. w.r. p.ld by you.
You .u.t co.plat. PART ~ end/or PART ~ b.low.
If you indicat. a diffar.nt tax r.t., pl.... .tat. your
ralation.hip to dee.d.nt.
PA
DFFICIAL USE .DNLY 0 AAF.
p~~~RTHE~TDF REKENUE
PART
[2J
TAX RETURN - COMPUTATIDN
LINE 1. Dot. E.tob11.h.d
2. Account lalane.
3. Parcent Taxabl.
4. A.ount Subject to Tax
5. Debta and Daduotion.
6. AMount Taxable
7, TalC Rata
8. Tax Dua
TAX DN ~DINT'TRUST ACCDUNT~
PART
~
DATE
DEBTS AND DEDUCTIDNS
PAD
1
2
3
/I
5
6
7
8
CLAIMED
. ,",
DF
1
2
3
4
5
6
7
a
X
~
'"
fA
x
PAID
PAYEE
DESCRIPTIDN
AMDUNT PAID
I
TOTAL CEntar on Line 5 of ralC Co.putation)
I
.
Under pan.ltt.. of parjury, I daclara that tha
to tha bait of .y knowladga and ball.f.
(~f-- -' ~--~
fact. I have r.ported above .ra trua, corract .nd
HOME (11"' ) 'f ,.', "' 'i,
WORK (II 7 "" "
HONE
PURPOSE OF'
HOTlCE.
Ta fulfill thl r.qulr..antl of SIOtlon IUD 0' the Inherltancl and Estat. fa. Act, Aot 2Z of 19'1. (71 '.1.
I.ctlon 2140).
PA'mENT.
Dltach the top portion of thl. Notlc. ~ tub_It with your Plll.nt to the A.,lst.r of Will. prlnt.d on the
raver.. tld..
-- "lkl ch.ck or aonev ord.r plYlbl1 tOI RtOtlfER OF Wtlll, AelNf.
All p.~nt. r.c.lv.d .h.ll flr.t be app11.d ta any Int.r..t which .av b. du., with any r..alnd.r app11.d to the t...
REFUND (CA I .
A rlfund of at.. cr.dlt, which WI. not rlque.t.d on the t.. r.turn, a.y b. r.qu..t.d bV coaplltln, an "Appllcltlon
fcr Aefund of P.nn.ylvanll Inherltanc. and E.t.te f.." (AEY-15151. Appllcltlon. Irl eVll1abll et thl OfficI of
the A.gl.tlr of Will., any of the 25 R.v.~ DI.trlct Offlc.. or by clllln, the .p.clal 24-hoUr an.w.rlng ..rylcl
nuab.r. for for.. ordarln,1 In P.nn.ylyanl. t-'OO-562.2050, out. Ide Pann.ylYanl' and within 10cl1
Harrlaburg ar.. (1l?1 787-1094, TOD' (111) 772-2252 CH..rlng lap.lr.d Onlv).
OIJECflDHSI Any p.rty In Int.r..t not .atl.fl.d with thl apprllt.-.nt, allowance or dl..110wanc. of d.ductlon. or .......-nt
of t.. (Including dl.count or Intlr..t) .. .hawn on thl. Notlc. .'V obJact within .I.ty (60) dlY' of r.cllpt of
thh Notlc. bYI
--written prot..t to the PA D.p.rt.ant of R.V.nul, lo.rd of App..I., D.pt. "10'1, H.rrl.bur" PA 11111-1111, OR
--.I.ctln, to hlv. the ..tt.r d.t.raln.d .t the audit of the .ccount of the p.r.on.l r.pr..ent.tlv., OR
--appa.l to the Orphan.' Court
ADttIN-
tSTAATlYE
CORAECTlONS.
Factual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tOI PA D.part..nt of R.V.nuI,
lur..u of Individual Ta..., ATTNI Po.t A......ant R.vl.w unit, DEPT. 180601, Herrl'burg, PA 111"-0601
Phon. (7171 717.6505. S.. p.,. 5 of the bookl.t "In.tructlon. for Inh.rltanc. f.. R.turn for a R..ld.nt
Dec.dent" (REV-15011 for 1ft ..plan.tlon of .dllnl.tratlv.lv corr.ct.bl. .rror..
DtSCOUHh
If any t.. due I. paid within thr.. (51 c.l.nd.r lonth. aft.r thl d.c.d.nt'. d..th, . flv. p.rcent (5XI
dhcount of thl ta. paid" .1I0w.d.
tHTERESTI
Int.ra.t I. ch.r,.d beglnnln, with flrtt dav of d.llnqu.ncy, or nln, (91 aonth. end on. (I) d.y
frOt the dat. of d..th, to the d.t. of p.y.ant. T'... which b.c... d.llnquant b.for. J~.ry 1, 1912
b.ar Int.ra.t II the r.t. of .1. (6XI p.rc.nt p.r annul c.lcul.t.d .t . d.llv rat. of .000164.
All t.... which b.c... dlllnqu.nt on or aft.r Janu.ry I, 1912 will b.ar Int.r..t .t . r.t. Which will v.ry froe
cal.nd.r y..r to c.l.nd.r y..r with th.t rat. announc.d by the PA D.p.rt.ant of A.v.nu.. The IPpllcabl1
Int.r..t r.t.. for 1'12 through 1.95 .rl,
Y.w: Inter." R... D.lly Int.r..t F.ctor Y.w: Inter..t Ret. D.lly Int.r... Feetflr
1.1l 20X .000541 1987 9X ,000241
1915 lOX .000451 1911"1"1 IIX .000501
1914 llX .000501 I'" OX .000241
1915 ax .000556 1'95-1"4 'X .0001.2
1.16 lOX .000274 '''5 OX .000241
--Int.r..t h calcuhtH .. follow'1
INTEREST . BALANCE OF TAX UNPAID X NUK8ER OF DAY8 DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlc. IUUlld aft.r the ta. bacOt.. d.lInquent will r.fI.ct an Int.rnt c.tculltlon to flft.-n (15) dau
b.yond thl data of the .......ant. tf paYlant I. a~ aft.r the Int.r..t c~tatlon dlt. lhawn on the
Hotlc., ~Itlon.l Internt au" b. cllculat.d.
~ 11. J I./q .- /1
REV-1548 EX AFP 112-941 NDTICE or INHERITANCE TAX
CO......EALTH Of ""''''VA.'' *' APPRAlSEHENT. ALLOHAHCE OR DISALLOWANCE
O'PA""'.' Of .'V,.... or DEDUCTlON.t. AND ASSESSHENT or TAX ON
IUREAU Of INDIVIDUal TUES JOINTLY "ELD OR TRUST ASSETS
DEPT. lI0601
HARAISBURG, PA 17l11.D601
"J
t/
DATE 02-15-95
ESTATE OF MOWBRAY
NORA
K DATE OF DEATH 04-11-94
COUNTY
CUMBERLAND
FILE NO. 21 94-1000
S.S/D.C. NO. 211-34-6473
ACN
94127785
JOHN S MOWBRAY
518 LIMESTONE RD
CARLISLE PA 17013
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
Altount R...i U.d
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FGR YOUR RECORDS ...
REii:isiii-EX--AFP--ii2~94i--"""""""---'--""'".-.-----........-...-.---.-...-------.-...........-....
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
DATE 02-15-95
ESTATE OF MOWBRAY
NORA
K DATE OF DEATH 04-11-94
COUNTY
CUMBERLAND
FILE NO. 21 94-1000
T AX RETURN WAS I
S.S/D.C. NO. 211-34-6473
(XI ACCEPTED AS FILED ( I CHANGED
JOINT DR TRUST ASSET INFORHATION
FINANCIAL INSTITUTION I DAUPHIN DEPOSIT BANK 8 TR CD ACCOUNT NO.
ACN
94127785
0033345015
TYPE OF ACCOUNT I I) SAVINGS (lO CHECKING 1 ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-13-83
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
lexable Amount
lex Rate X
T ax Due
1,674.55
0.500
837.28
.00
837.28
.06
50.24
NOTEI TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TOI
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
11-25-94
RECEIPT
NUMBER
MM913226
DISCOUNT (+)
INTEREST (-)
.00
AMOUNT PAID
50.24
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 '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRJ 1 YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCT,ONS. )
50.24
.00
.00
.00
.
I
!;-
r
I
.- _.- .... ,- .
(:1 . . . ,
.------- -- -- - - -- -- -- - -- - -.- --- -'- -- - - - - ---
RECEIVED FROM.
D
ACN
ASSESSMENT P:'
CONTROL 1;1
NUMBER
AMOUNT
DR. JOHN S MOWBRAY
941 E77B~
"00.24
~19 LIMESTONE ROAD
CARLISLE PA 17013
lOfOH,.,
ESTATE INfORMATION.
'])
S
:11
B
- 'otDHUI
21-1994-JOOO
SSN 211-34-6473
M
CUMBERLAND
REMARKS
OR. JOHN S. MOWBRAY
m TOTAL AMOUNT PAID
RECEIVED BY
SEAL
CHECK.. 966
REGISTER OF WILLS
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