HomeMy WebLinkAbout94-01042
YlII'1!48 EX AFP (10.93.,
COHI10HWF.AlTIl OF flF.NkSYlVAHIA
Df:PARH1F.Nf or REVENUE
BUREAU Of INDIVIDUAl IAWIS
OEP!. /40601 ,
IIARIUSBlJRO, p" I1IZS-DbOI
/JJ,~ ,:.) '10
NOTICr. or INHERITANCE TAX
APPRAISE"ENT, ALLONANCE OR OISALLONANCE
or DEDUCTION>.. AND ARSESSHENT OF TAX ON
JUINn v HEr.D OR TRUST ASSETS
ESTATE OF MAILEY
DATE 02-06-95
DAVIO
M DATE OF OEATH 08-19-94
CUMBERLAND
COUNTY
FILE NO. 21 94-1042
S.S/O,C, NO. 195-07-3210
ACN
94152199
DAVID M MAILEY III
2 BARLEY LANE
PALMYRA PA 17078
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
...--'.......-..-.'.-':=)
t.=~~~~~~~~~~~~~t~~-.J
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R IV: i!t,li' ii jf';' F 'ji - i \: ii: 93i" - -. -. -. "-. -. - - _ _.. _ _. _ _ _. _ _ _ _. _ _ _ _ _" _" _" _ _. _.. _ _. _ _ _ _ _ _ _ _ _ _ _" _. _.. _ _ _ _... _ _ _ _. _....
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-06-95
::...
ESTATE OF MAILEY
-
DAVID
M DATE OF OEATH 08-19-94
CUMBERLAND
COUNTY
FILE NO, 21 94-1042
TAX RETURN WAS~
S,S/D,C. NO, 195-07-3210
(X) ACCEPTED AS FILED I ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
94152199
FINANCIAL INSTITUTION, HARRIS SAVINGS BANK
ACCOUNT NO.
01-00004638
TYPE OF ACCOUNT, () ~AVINGS ()(J CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-05-82
ACCount Balance
Percent Taxable X
Amount SUbject to Tox
Debt. and Deduction.
Taxable Amount
Tax Rate X
Tax Due
3.023.77
0,08(
251.97
,00
251,97
,06
15,12
NOTE, 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 AODRESS, MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENTl
DATE
---r2-Tii - 9 4
RECEiPT-'- . DISCOUNT
NUMBER INTEREST
MM913288 -" -...----
1+)
(- )
.00
..-----.---
AMOUNT PAID
15 ,"f'2"
-'- ---...-
.
TOTAL TAX CREDIT
BALANCi"Of TAX DUE
INfEREST'-
---hroi'A1.DUE -."
IF PAID AFTER THIS DATE I SEE REVERSE FOR CALCULATION Of ADDITfiiNA1-iNfEiiifsf. .
If TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU MAY BE DUE A REFUND.
SEe REVERSE SIDE Of THIS FOR" fOR I~STRUCTIONS, I
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PUIlPOIE Of
HOlICE,
To fulfill thl r.qulr...nt. of Slotton 2140 a' the Inherltlncl Ind E.tltl TaM Aot, Act 22 of 1991. (12 P,S.
...lIon 2140).
PAVItEHIt
Ultlch the top portion of thll Hotlc. and lubllt with your Ply.,nt to th. Atgilt.r of Will' prlntld on the
rlvlr.1 .Ia,
.. Hlkl chick or ~on.v ord.r pavabl' tOI HEOISTEA OF WIllS, AOENT,
All Plv.,nt. r.c.lv,d Ihall flrlt b. appll.d to anv Int.r..t which .av b. du., with any r...lnd.r IPPll,d to thl tlM.
RI'UHP (CRI,
A rlfund of ~ t,M or.dlt, ~hlch w.. not r.quI.t.d on tho tlM r.turn, .av bl r.quI.t.d by co.plltlng In "Application
'or AI'uoo 0' Plnnlvlvlnl. Inhlrlt1nc. Ind Eltlt. Tu" (AEV.UUI. Appllcltlon, arl Ilv"Utble at thl OffiCI of
thl AI,l.tlr 0' Willi, In~ 0' the 21 Alvlnul DI.trlot Offlc.. or bv call1nl thl .p.cltl Z4'hour ,nlwlrlng l.rvlcl
nulblr. for for.. ordlrlngl In Plnnlvlvani, 1-800.56Z.2050, cutlldl Plnnlylvlnla tnd within locll
Hlrrl.burg ar" (117) 781.80~4, TOOt (111) 17Z.ZZSl (Hllrlng IIPllr,d Only).
D'J~"IO~I Any party In Inttr,.t not utltfl.d with th, Ilpprah..,n', allowlnc. or dluUo"lnc. of dlductlont or ........nt
of tax (Inoludlng dl,count or Int.r.,t) 0' shown on thl. Notlc. ..y obJ.ct within ,IMty (601 d'~. 0' r.c.lpt 0'
thlt Notlc. bYI
..wrltttn prot..t to th. PA D.p.rt.'nt of A.v.nuI, Ba.rd of ApPII1., DIPt. 281021, Harrl.burg, PA 11121.1021, OR
-..llotlng to hl..,1 the ..ttlr dlterelnld at thl .udlt 0' th. .cccunt of the ptrlcn.1 rtprl..ntatlv., Wt
..app'.1 to the Orphlnl' Court
AIlftIH-
IITRATlVE
COflRfCTlONI.
Flotu.1 .rror. dilcov,r.d on thll ........nt .houid bl addrl...d In writing tOI PA DIPlrta.nt Qf RIVlnut,
lurllu of Indlvldull TIM", ATTNI Po.t A.......nt R.vl.w Unit, DEPT. Z8060l, Hlrrl.burg, PA 111le.0601
Phone (117) 711.6505, S.. pag. 3 of thl !Jookl.t "In,tructlcn. for Inherltancl TaM ~.turF1 for a Auldent
Olo.dlnt" (REV.I!iOI) fcr an 'Mpl.natlon of Ild.lnl.tr.tlv.ly corr.ctabl. .rrore,
DISCOUNT'
If any t'M due I. p.Jd wJthin thr.e (1) calendar ecnth. aftar the dtold.nt', d..th, a flv. p.rclnt (5~)
dl.count of the t'M plld II allcwed.
INTEREST.
Int.r..t I. eh.rg.d boglnnlng with flrlt day of dlllnqulncv, or nln. (~) lonthl .nd on. (II dlY
froe thl detl of dl.th, to th. dati of p.velnt. T'M" which blc..e dllJnqu.nt b.for. J.nu.ry I. 1~ll
bltr Int.rut .t the rat. of .IM (6%) ptrclnt p.r annul calculatld at a d.lly rata of ,00016~.
All taMU which b.e... d.lInqulnt on cr aftar Januarv I, 1982 will bur Inttrllt .t a rat. which will vary frOll
cII.nd.r )11r to cII.ndftr Vllr with th.t rlt. .nnounc.d by th. PA a'P.rta.nt of R.v.nu., Thl appllclbl.
int.rllt rat.. 'or 1982 ll1rough 1995 aral
't.u.t Inttr'" Rat. Dallv Intlrut Factor
1982
1911
1944
1985
1986
."ltIt.rut
20l
16~
m
15%
IO~
I. c.lculatld ..
,Q00541
,OD04S1
.OOOlDI
.000356
.000274
follow'l
XI1r Intlrut Att. D.llv Int.r..t FICltor
1.81 .~ .000241
1914.1..1 II~ .000101
1~9l .~ .DDOU7
19q'-19~4 ]X .000192
19U .~ .000241
INTEREST. BALANCE or TAX UNPAID X NUHIER or DAYS OELIHQUEHT X DAILY INTEREST FACTOR
..anv Hotlel I..u.d aftlr th. taM blecel. d.llnqu,nt will rlfl.ot .n Int.r..t clleulltlcn to flft.ln (II) d.V'
blyond the dati nf the ........nt. If pav..nt I. ..d. .ft" the Int.rllt cceputtttcn d.t. .hewn on thl
Notle., additional Interllt "lJlt bl calculated.
_01'
NOTICE I
To fulfill thl r.qulr..."t. of 'loUon 2140 0' the Inherltlnoe end E,t,t, hie Act, Act H of 1991. (72 Pt.'
Seollon 21401.
PAVII!NI,
DttHh thl top portion of thlt Hotlc. .nd l\oil.U with your Ply..nt to thl R.uhllr of Willi prlntod on tho
rovlr... lid"
-. Hlkt chick ar 1On1) ordor paY'blt tOI REGISTER OF WILLS, ADEHT.
All Plv..nt. rloolved Ihlll fir.' bt 8ppU,d to .nv Inttrll' which "V bt dul, wi th any r..,lndtr .ppU,d to thl t,IC,
Rt:fUND lCAl'
A refund of . tlIC credit, which Will not requu"d on thl 'IIC I'oturn, I.Y b, rlqullltld by co.pl,tlng In "AppUntlen
for R,fund of Pennlvllllnl. Inherltancl end E,t.t, Ttue" (RI::V-l.5UI. AppllcftUonl art IVllhblt at thl OffiCI of
ttMI RIIIIstlr of Willi, .ny of thl 2S RIVlnu. Dhtllct OfftcII or by cIlllng tht ,plcl,1 2l\-houl' .nlwlrlnt ..rvlel
nu.btr. far for.. orderlngl In P.nn.~lvlnl. 1~800.3'Z~ZOSO, out.ld. P.nn.vlv.nl. end Nlthln 10c.1
Hlrrhburg .r.u (711) 711~a094. TOO' 011) 11Z.U!iZ Olnrlng 1.",lr.d Onlv).
OIJECTIONSI Anv p.rtv In Int.r..t not .,tl.fl'd with th, .ppr.l....nt, al1~w.nc. or dlYllloNene. 0' dlductlonl or ........nt
of tlM (Inoludlng dl.count or Int.r..t) " .hown on thl. Notlel .IV obJ.ot within .Ixt~ (60) dlY. 0' r,cllpt of
thll NoUe. b~ I
"wrlttln protut to th. PA OIPart..nt of A.v.nu., 100rd of APPlIlI, O.p\. 211021, Il.rrhburg, PA 11US-1OI1, OR
.-Il.otlnll to havI the ..tt.r d.tlr.ln.d .t the ludlt of thl .qcount of thl Plr.onal r.pr..nnt,tlvl, OR
~~app'll to th. Orph.n.' Court
AIlIIIN'
JITRATlVE
CotlRt:CTlDHt I
F.otu.1 Irror. dl.oov.rld on thl. ........nt .hould b. .ddr....d In Nrltln~ tal PA DIP'rtlont of A.v.nu.,
lurnu of Indlvtdvll lexII, ATTNI Po.t Atu,...nt Alvilw Unit, DEPT. 210601, Harrisburg, PA 17121-0601
Phone (717) 711-UOS. S.. p.Ot 3 of the bookl.t "In.truotlorll for Jnhlrltlne. fix A.turn for I R.,ldent
DIe.dlnt" (REY-IS01) for an Ixptln.tlon of nd.lnl.tratlv.lv oorr.otlbl. .rror..
DIICDUNI,
Jf ~Y tlM due I. p.ld within thr.. (3) cII.ndlr .onth. aft.r thl dlcldlnt'. d..th, I flvl plrclnt IS~)
dl.count of the tlM pltd I. IlloWld.
INIEMUI,
Int.r..t I, chlrllld blglnnlne with flr.t dlY of dlllnqulnov, or nln. (9) lonth. Ind on. (I) dlv
fro. thl d.tl ~f deltn, to thl dlt. of Plv..nt. T'M" ~hloh bICI.' dlllnqu.nt b.forl Jlnulrv I, 19&1
bur Intlrut at thl rltl of .1M (6iD puc.nt pit annIA ollcullhd at , dilly I"t. of .00016~.
All '1M" whloh b.o... d.llnqulnt on or ,ft.r Jlnuarv I, 1912 will bl,r Int.r..t at . rlt. whloh will v.rv froa
o.llnd.r yt.r to oll.ndtr VI.r with that r.tl Innnunc.d b~ thl PA O.~art..nt af Rlv,nu.. ThllPpllolbl.
Int.r..t r.t.. for 191Z 1hrough 199. eral
19B1
19U
1914
1941
191'
-.Int,,",
20~
J6~
Il~
U~
10~
I' a,loul,t.d ..
.000144
.0004138
,000501
,000114
,000214
followlI
~ Intlr..t Att. D.11II Inhrut Flotor
19B1 n .ooom
1981-1991 m ,000101
1992 9~ .ooom
1993-199\ 7% .000191
1991 9~ .ooom
~ 'p'arl.t AI'I DIllv In'.rl.t Flc1Qt
INTEREIT . IALAHCE OF TAX UNPAID X NUHIER or DAVS DELINQUENT X DAILY IHTEREST FACTOR
.-An~ Notlc. I,.ued .ft.r the t.. bto~. dellnqu.nt will r.fl.ot .n Int.r..t a.lcul.tlon to flft'.n tiS) d.YI
btyond the d.t. of thl ......lInt. Jf Ply..nt I, ..d. aft~r the lht.r..t co~ut.tlon dlt. .hown on thl
Notlol, tddltlonll Int.r..t lU.t b. celoul.ttd.
REV-1543 EX AFP (8.94),* l.
COHMONwEAl TIl Of PEWHSVlVAHU '
DEPA'AH'fNT (11: REVENUE
BUREAU or IHDIYIOUU TAMES
Ol;PT. Z80601
tIARRtsaURO, flA 1lln-ObOI
-
/1- 3" I D
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
,,'!
l' __'"
ESTATE OF DAVID M MAILEY
5,8, NO. 195-07-3210
DATE OF DEATH OB-19-94
COUNTY CUMBERLAND
FILE NO. 21-IjV"/C' L{ l.
ACN 94152199
DATE 11-29-94
TYPE OF ACCOUNT
~ SAVINOS
CHECKING
TRUST
CERTIFICATE
REHIT PAVMENT AND FORHS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
DAVID M MAILEY
~Q WARlnGI! Cllt
MEGIIAIUeSBUR8
p;J:
-rA
.,(' /I/I.eAeY .1.11116-
170i6 tJi/ AIr! Y tf'1I 1'.1
/1074
HARRIS SAVINQS BANK hu pro'lldld thl Olpartunt ,.Ith th" Infofnatlon II,Ild below which htll bun ulld In calculating thl
potlnUal t8M dUI. lh,ir rlCord. Indlcah that nt thl death of thl nboVQ dlced.nl, VO~I wert II Joint owner/bln,flclarv of thle aCcount.
If you ,..1 thl. InforuUon 111 Incorreot, pin.. obhln written corr.ctlon frol Ihl 'Inllnol.1 Inltltutlon, attach It cop)' to thls for.
and r.turn It to the ebovI ~ddr"', Thl, anoount I, tOMabl1 In Hcoordancl with the InhQrltancl 10M Law, of th. Co"~on~'llth of Plnnlvlvlnla.
t/lmltlonl n'l bl 'fll".r.d tI'I calling (tIn 167.I-JU. ~
COMPLETE PART 1 BELOW M M M SEE REVERS~ SIDE FOR FILING AN~ PAYMENT INSTRUCTIONS
A...unt No, 01-~0004638 Ooto 01-05-82
F..hblhh.d
Ao.ount 80hnoo 3,023,77
Por.ont T..oblo X 8 , 33 3
A.ount Subjoot to Ta. 251,97
Ta. R.to X , I 5
Pohntl.1 Ta. Duo 37 ,80
PART TAXPAYER RESPONSE
COI FAZLURI TO AISPOHD WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASID ON THIS HOTIOI I
..
To Inlur. prop.r cr.dlt to your account, t~o
(Zl copl.. of this not lei lIIUlt leeoepony your
paVlllnt to th, R.ullt.r of Willi. Hakl chick
paynble tal "RRglshr of Willi, Aglnt",
NOTEI If taM paYM.ntl nr. lad, ~Jthln thr.e
(31 Monthl of thl dlc.dent'l date of dlath.
VOU lIIav dlduct n S% dJlcount of tht taM dUI.
Anv Inhlr I hncI taM dUll will b.oo.. d.llnqulnt
nine (91 monthl aft.r thl dah, of duth.
[CHECK ]
ONE
BLOCK
- ONLY
o Th. nbovI Inforll8t1on and taM dUI It corruct.
t. You "IY cho~lu to rl.lt paY.lnt to thu Rlglltlr of Willi with two copl.. of thll notlcl to obtain
a dlsoount or ayold Inhr..t, or YO\I IIdV chick hOM "A" nnd rllturn thlt notlol to the Rlglthr of
willi find fin offlolal nun.lIllnt will be luu.d by thl PA DIIPart..nt of Rtvlnul.
IL 0 Thl nbovl nlllt has blln or will ht rllparted IInd taM Pl'lld with tht Plnn.vlvania hlherltancl TaM r"turn
to ho flltd by tho dlcedlnt'. rlprt..ntatIYI.
C. 0 Thl abovl Inforthltlon IWnoorrect rmd/or dlbts IInd dlductlo", WI" Julld by you.
You IIlUlt cOMPleh PART ~ nnd/or PART 0 blloN.
If you indicat. a different ta~r~, pl.... .tat. your
r.lotlon.hlp to do..dont, () .__.__.__
PART
~
TAX RETURN. COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
lINE 1, Dot. E.tobll.hod 1
2, Ao.ount B.lon.. 2
5, Por..nt To.obl. 5
4, A.ount Subj.ot to To. 4
S, Dobt. ond Dodu.tlon. S
&, A.ount To.obl. &
7, To. R.ta 7 K
8, To. Duo 8
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
DATE PAID
=--t
I
,p,,1. tJ? _
.(1(,
If. P
DEBTS AND
PAD
I
2
3
4
5
6
7
S_
DEDU~TIONB CLAIMED
("'1-.
-,
,g~.t3. 'l7
X 1,333
.,(',j'/. ?7
PAYEE
DESCRl PTI ON
AMOUNT PAID
I
TOTAL
IEnt.r on llno S of To. Co.put.tlon)
-
I
.- -- --
Undor p.n.ltlo. of porjury. I do.loro th.t tho
oo.pl.t. to tho bo.t of .y knowl.dgo and bollof.
~ ~~ yit~.~+'L.
S AT (
fach I hMVI rlporhd Iboy. ar. true, correct .nd
H9!1L.L2LU./ .J l1:~ 1:<
WORK ( )
TELEPHONE NUMBER DATE
\
GENERAL INFORMATION
1. fAILU"E 1'0 RESPOND WILL RESUlY IN AN OffICIAL TAX ASSESSHENT with "".II,.bll Int"..t bOIl' on Inlo".tlon
IUblllttld by thf flnlnel.1 Institution.
2. l"he,llenel \1)< blea'" d,llnqulnt nlnl 1II0nthl "'tit thl dlcld."t', ell,t. of fluth.
.~. A jotnt IceDunt It 'IM,blt IVln though th, dlc.d.nt', IllIllI Wtlt hdded III n lilli'''' of tonvlnllncl.
4. Account. (Including thou held b.lwlln hUlb.nd IInd wlf.1 which 'hi dlCltllnt put In Joint n"... within onl YII' prJ(lI' to
d..th Ir. fully '_Klbl. II trlosf.r..
!to Accounts ..,.bllthlld Jointly lith.." hUlbltnd Md wlf. 1II0r. than on. yenr prior to dutll nr. not h.lbll.
6. Accounh held ty . dlt.d,nt "In truI' fllr" Inother or o'hlr. II" tal/llbl. fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. BLOCK A . If thl '"'oruHn" a"d cQllputetlon In ttll notice nr. corrlot nnd dtductlons IIr. nbt IIllno clalud, pileI fttl ")I"
In block ....... of Part 1 of tht "Te.paVtr Rupon.." ..otlon. Sign two cop It. And .ub..lt thu with 'lour ch.ck for tht ..ount of
tflx to the Rlllllhr of Will, of thl county Indlcllttd. 'hi IIA OIPllrt."nt 0' RllllnUI will 1..uI IIn o,flcl.1 ......A.nt
(fori NEV'15~a EX) upon r.c.lpt 0' the r.turn 'rol the Rlgllt.r of Will..
Z. alOCK a . If the u..t .p.clflld on thh notlc. hat bllln or will b. r.portln IIfHI tlU IIlIld with thl Plnn.vlvllnla Inharltllnce
Tflk R.turn fllad bV the dlc.d.nt'! r.pru.nt.tllI., pldc, I1n ")(" In block "8" 0' IIlln 1 of thl "fn.p,var nupon.." ..etlon. Sign ani
copV and r.turn to thl PA D.part..nt of A.v.nu., Bur.llu of Indlvldulll 'O)lIiI', D.pt Z80L01! tlllrrl.burg, PA 111Z8-06UI In the
.nv.lop. provld.d.
3. BlOCIC C . If the notlc. Inforllatlon 11 Incorr.ct andlor dlduotlon. art bolng olalll.d! ch.ck block "c" ami cOlplah Pertl Z IInd S
Qccnrdlng tn tt.. In.trurtlonl billow, Sign twn corlu IInd 'IUbllt thu with 'lour chick for t"l nllount 0' t/l)( I'lllvabl. to the R.gllter
Of Mil11 of tfl. ccunlY IfuJlcllI.UU.. I". t:", [hII'd' .1....... vi 'hVWII\l1l "Ill 1..>1. a" vrll..l<.& a........", cr..,.. nl.. .:0'," till ..~... ....4,..
of the r.turn frol thl R.gllt.r of wlltl.
TAX RETURN - PART 2
. TAX COMPUTATION
liNE
I. Enter tht data the account orlglnalh wat ..tabll.hld or tlt1.d In the lIann" IKlatlng lit data of d!l8th.
NOTE I For a d.o.d.nt dvlng nfter lU1Z/8ZI Acr.ountl llhlch the dlcldlnt lIut In joint nllUI within onl III Vlllr 0' dnth ara
tI)Cable 'ulh II t"m,'ar., IloWIVIr, thlre I. an ellclu.lon not to Ilfctld B.OOO plr trllnlf.ru regard It.. of thl Wllu. 0'
thl Ictount or the nUllbar of /lCcountl held.
If II doubl. /ut.rlak (1111) appear I b,'orl your first nalll In the add"u portion of thl. notlClI, thl 13!000 Ilfclullon
alrtadv hfll bun d.duct.d 'ro/ll the IIccount bolance 81 reported by tht IInonclal Inltltutlon.
Z. Entar thl total balanc. of thl Mcount IncludIng Intlrut accruld to the date of lIlIth.
3, Tht p.rc.nt nf th. .ccount that I. taKllble for ellch lurvlvor I. dot.r"ln.d II' 'allow.,
A. Th. parro.nt tanblt for joint n..," utabllliltd lIore thlln on. year prior to tht d.llwd.nt'l duthl
1 DIVIDED BV TOTAL HUHBER OF
JOINT OWHERS
ElCIIPltl A joint au.t "glll,red
DIVIDEn BV TOTAL HUHBER OF I( 100 . PERCENT TAICUlE
SURVIVING JOIIH OWNERS
in thl lIau of thl dlcldlnt nnd two othar pI"ont.
1 DIVHlED BV ) (JOINT OWNERS) DIVIDED BV Z (SURVIVORS) . .167 X 100 . 16.1% (TAI(ABLE FOR FACti SURVIVOR I
B. Th. parc.nt talClbl. 'or /tI..tl crutld within one yur n' tht dlc.dlnt'l duth or nccountl own.d bv the IIlc.dtnt but h.ld
In trult 'or another Indlvlduat(l) Itrult bln.flclarlOll:
I DIVIDED BV TOTAL NUHBER or SURVIVING JOIHT
OWNERS OR TRUST BrNEFICIAR1ES
)( 100 . PERCfNf TAXABLE
Ella.pl'l Joint account r.gl.t.rad In the nllll 01 thl d.c.d.nt and two othlr p.rlon. and 'Itablllhld withIn on. y.ar of d..th by
tht dleld.nt.
I DIVIDED BV Z (SURVIVORSl .. .50 )( 100 .. SO% lTA)(AME FOR EACfl SU~VJV(jRI
4. Thl alount lubJect to tu (line 4) I. dltlrlllnld by Ilultlplvlng the lIr:count blllanc. (11nl 11 by the plrc.nt tUlbl. IIIi'll )).
~. Entar the totll ~f the dlbts and d.ductlon. 11Itld In Part 3.
Ii. Tht alount talCabl. (llnl 6) 1'1 d.ter,.lnld by lubtrllctlng thl dlbts Md dlductlonl Cline 51 'ro" the 1I1101lnt .ubj.ot to tile (Url' 41.
7. Entar the allproprht. tu rat. {lIne n 11 dl\lrlllrlld bllow.
A. For d,t'l of d.ath occurring aft.r 6/30/94, thl tllK rlltel 'or tranlftr' to SpOU.II nrt I' followl'
1. Dlt" of d.ath on ar IHlr 1/1/94 and blfort 1/1/96 thl rat. Is 3%.
2. Oat.. of duth on or 11ft" 1/1/96 and blfort 1/1/97 the rlta I. Z%.
3. Oat.. of dllth on or aftlr 1/1/91 and bllfora 1/1/98 the rat. II 1%.
4. Dlt" of dlath on or n,hr lll/911 tranlflrs to 1POUU, will b. IKlIlpt fro. taK.
Hottl For dat.. of dtath prior to 1/1/94 tranl'ur. to ,POUI.I aro tllKabl. at 6%.
S. Tr.nl'.r. to Ilnl.l d'I~.ndllntl Including fllth.r, ~oth.r! lon, daught.r, grandchlldr.n! lan-In.llw,
daughtar-In-law, .\tpchlld Ilnd thllr IIIUII ara ta.abl. lit Ilk Plfelnt (6%1.
t. Transflrl to all othl" Including broth.r, .lltlr, unr;l., lIunt, nAph.w IInd nile. art ta.abl. /It #lftun perclnt (15~)'
D. If 'IOU ching. thl talC ratl! plan.. IP.clfy your rthtlonlhlp to the d.Clldlnt In thl Mil provldod.
a. The naunt of tal( dUI (Ill'll 8l 11 ellterlllnld by lIultlplylng thu ftIIount taKnb:. {lln. fd by tho tu rat. Illnl 11.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allow.bll d.btl and dlductlonl IIro dlt.rlllnud n. fotlo~I'
A. Vnu hgallY are r"IPonllbl' for paYlI\lnt, or the ..tat. .ubject to "d.lnl.trlltloJl hy 0 pllrlonol ropru.ntatlv. II Inlufflcllnt
to pay thl dlductlbll It.....
B. You actuallY (laid the d.btl a,tlr dllth 0' tho dlcld.nt IInd can furnl.h proo' 0' paylI.nt.
C. Olbts b.lng chln'e! flust b. l\tlllnd fully In Part 3, If adnltlonal .pac. It n"dld! un plnln lI"p"r 8 In" K 11". Proo' af
paYlllnt lIay b. rlqu.lt.d by the PA D.partll.nt 0' AIYlnu..
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 (717) 787-8327. TDDI (717) 772.2252 (HEARING IMPAIRED ONLY)
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. IlfV..1543 IlX AFP (8-94) '*
COH"ONWEAl TII OF PEHHSYl VAHIA
IJEPIRlIlENT OF REVENUE
BUREIU OF INDIVIDUII TIXES
DEPT. 110601
HARRISIUNO, Pl 17128'0601
//1 .", /rl
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
V
FIL.E NO. 21. 9'1~/~ C( 1
94152200
11-29-94
ACN
DATE
ESTATE OF DAVID M MAILEY
5.5. NO. 195-07-3210
DATE OF DEATH 08-19-94
COUNTY CUMBERLAND
TYPE OF ACCOllNT
~ SAVINOS
~ CflECKINO
TRUST
.. CERTIfiCATE
REHIT PAVMENT AND fORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
MARCIA J MAILEY
3801 CNNCTCT AVE NW 626
WASHINGTON DC 20008
HARRIS SAVINOS BANK hili provld.d thl a.part..nt with thl InforlUltlon Illtld b.low which hili bl'" utld In cllcuhtlnu 'hi
pot.nUII hI( dUI. Th.tr rlCord. Indlc.t. 'hilt III 'hi duth 0' thl "boYI dle.d.nt, you WIr' It Joint ownnr/bln.flclory uf thh account.
If you 'n1 thh l"fur.allon It t"corr.et, f111ll1t obtain wrltt.n corr.otion '1'011 thl flnlnol1l1 Inltltutlol1, nttllth II COpy to thl, for.
Bnd r.turn It to thl aba.... addruII, Ihh nccount I. \alCllbl. In nccord"nc. wltt\ Ul1 lntltrlhnc. T.v In\4' of tho Co...onNlnlth of Plnntvlvanla,
wUI.t.lun.oy 1.11 an,w.rlld lJi 01.411111 ,',l"ll JUI'U.H/,
COMPL.ITI PART 1 BIL.OW M M M SIE REVERSE SIDE FOR FIL.ING AND PAYMENT INSTRUCTIONS
Ao..unt No. 01-00004638 Dete 01-05-82
E.tabll.hed
AcIC10unt a.lane.
Per.ent Te.eble
A..unt Subjeot to
To. Reta
Potent lei Te. Due
",--....., To lnlUrt proplr crldl t to ,/our account I two
~ IZI cClplu of thlt notlcl nu.t IIcoo.pany ,/our
fI pay..nt to thl Algl.tlr of Will., Hakl chick
~ pavabll tOI "Algltter of WllIt, Aglnt",
\I':>~., HOTEl 11 tft)l pay..nt. 'Ire "adl wlthlll thrill
. III flonth. of thll dlcldlnt's dati of duth,
-.-T5-, () ~.. '/ou "flY deduct" !:Ii: dhcount of thl tll( dUI,
3.1 iii&- _ '-...J Any Inhlrltanol trill due NlIl bUOIIII d.lInqu.nt
_ I"i., II nlnl (CJ) Mnth' aft..r thl dati of duth.
TAXPAYER RESPONSE
FAIL.URI TO RISPOHD WIL.L RI8UL.T IN AN OFFICIAL. TAX ASSI8SNINT IASID ON THIS NOTICI
K
3,023.77
8 333
251 .97
To.
K
PART
IT]
[CHECK ]
otlE
BLOCK
ONLY
A. 0 Thl "bolo' I lnforflatlon find tl!l)( dUI I. corrlelt.
L YOII lIIay choo.. to rOllllt ply..nl to thl Rlgt.t" of Will. with two oopl.. of thlt notio. to obtain
I dhcoun' or avoid Intlrll', or you flay chick bOI( "A" and return thlt notlcl to thl Auh'.r of
will. ond an offlclnl a.......nt will b. I.Gu.d by thl PA Dlpart..nt of R.vlnu..
I" 0 Th. IIbov. Ullt hu bltn Ilr will b. rlPort.d and hI( paid with \llQ Plnn.vlvanh Inh.rlhnCI TIll( return
to bl fllld by thl dlcldtnt'. rlpr...ntatlvl.
C. 0 Tht IIboVI Inforlllltlon I,-_..\ncorrtot and/or dlbt_ and dlductlon. Wlrt paid by you.
Vou IU.t cOlpll" PART ~ lind/or PART [!] bllow.
OFFICIAL. USE ONL.Y 0 AAF
PA DEPARTHENT OF REVENUE
PART
~
If you Indloete . dAfferent te. rete. plee.e .t.te y.ur
reletlon.hlp to de..dent.
T!'.X
RETURN . COHPl'TA'!'10M OF
1. Dete E.tebll.hed I
2. Account BllIno. 2
S. Per.ant To.ebh S
4. A.ount Subje.t to Te. 4_
5. Dlbt. end Dedu.tlon. 5
~. A..unt To.ebh 6
7. To. Rata 7
a. Tlx Du. a
TAY. N' ..10H!TlTP.U'!T M'MUNTCl PAD
1
2
K 3
4
5
6
K 7
8
DEBTS AND DEDUCTIONS CL.AIMED
..--.-..,-.-.
""_......a._....
LINE
PART
@]
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
1
\
I
.
- --
i
TOTAL IEnter on Line 5 .f Tex C..putetlonl
Under paneltle. .f perjury, I deolere th.\ the
...plete to the e.t.f.y knowledge end belief.
'I U M Cu.- . 'y} LaJ!e..
flnti I hlY. rlport.d ,boy, ar_ tru., corr.et Ind
~Q~~ (,? 0,),,) ;J. 'fi.- J'~lP I
WORK ( :).<1 ')..) ,} , . u ~ c)
., .
GENERAL INFORMATION
1. fAILURE TO RESPOND NILL RESULT IN AN Off ICIAL UK ASSESSHENT .I'h .,pllcabl. Ip',,,,' b.... OP Inforoo'IOP
IUb_lttld by the flnlncl,1 1n.tltutlon.
I, Inhtrltlnc. tilt bltel'lI" dlllnqulnt nln. lIonth. afhr tht dlc.dent', d,h of duth,
5, A Joint Iccauot I, 'IMlbl. IVln though thl dle.dlnt', n... WI' nddtd II . ..tt.r of ccnv.nllnol.
4. Accounh (Including tho.. ntht b.tw..n hlublnd Inu wlf.1 which thl dlc.dlnt put In Joint 11111I" within 0111 v."r prior to
dnth Ir. fully hlClbh .. trstllhr..
5. Aocounh ,,"blhh,d Jolnttv b.twun hu.blnd and wif. lor. thin nn. 'III' prior to d..th ar. not tllllbl,.
6. Account. held by . dlCldlnt "In trult for" another or D'hll" nr. taM.nl, fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. ILOCI( A . If th, lnfer.ltlon and cOlputatlon In the notlcl are corr.ol and dlduotlon, ar. not bllno al,l..d, pilei In "M"
In black "A" af P.rt I of the "TllCPIYIf Ruponu" ..ctlon. Slun two c,]pl.. Ind tubtlt th.. with your ..hlok for thl ..ount o.
tllllC ta thl Rlgllter af Wllh 0' thl oounty Indloltld. 'hi ,., OIPlrt..nt of R.Vlnul will l..uI In offlol,1 ........nt
IForl REY-1548 EM) upon rlc.lpt of thl rlturn frol thl Rlgl.tlr nf Willi.
2. IILOr.1( II . If thl ....t 'Plclfled on thAI natlcl hili blln or will bl r.portld Ilnd hI( peld wUh thl Plnnlvlv.nl' InhtrJt.nc.
Tilt Alturn fll.d by thl d'Cld.rH'. r.pr...nhtl...., pllc. II" "I(" In block "B" of Part 1 of thl "'"ICPIYllr AIIPen.." ..otlon. ,!jlgn ani
copy and return to thl PA DIPar".nt o. R.v.nll., Buruu 0' Indlvlduel '"ICII, D,pt za0601, Uarr!lburg, PA 11128-0601 In the
.n....lop. provld.d.
1, 1I1.0CI( C - If the notlc. Inforlltlon I' Incorrl!)t end/or dQdulltlon. art btlng clalud, chick bluck "C" and cnIPI.t. Plrts Z and 5
.neordlno to tht Inltruetlol" bllow. 5hIM hM co!'l.. Ind lublllt HUI. 1.llh 'lour ch.ck for th4 ..ount of tile p.yabll tc. thl RIQI.ter
of Will, of thl county IndlcatetJ. Th. PA D.partltnt of Rlvlnul will l..uI In offlchl Il.......nt (ForI RlY-lS'\a EMI upon recllpt
of the r.turn frol the Rtgllt.r of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enhr the dah thl Iccount originally Wat utabllahld or tltAld In tht Ilnnlr IIthtlng at date of duth,
HOTEl For. u.oldlnt dYing afttr 121121821 Aocounts which thl d.c.d.nt put In Joint n.... within nn. (1) yur of dlllth Irl
tllCtbll fully a, trln,f.r.. Uowev.r, th.rl 1. an II(CIUllon not to IlCClld t3,OOO p.r trln,f.r,. r.g,rdll" of thl vllul of
the Iccount ar tha nUlb.r of ~ccount. hnld.
If. doubl. Illt.rhk In) Ipptlrl b.fort your flr.t n"ll In the IIddr"u Ilortlon of thlt notlc., tha U,OOD .)(olu.lon
a1r'ldY ha, b'.n d.duot.d fruI tht account b.IMnc. a. rlport.d by tha flnlnclal Inltltutlon.
2. Ent.r thl total blhncl of thl ICCOU"t InclUding Int.rllt accrUtd to tht d." of dtlllth.
S. Thl p.roant of thl account th,t II tIlubl. for lIeh 'ur\llvor II dtterllnld II followlI
A. Tht pare.nt talCabll for JoInt "'It. l.t,bll.h.d lorl than onl ya.r prior to tht dlcldlnt', d.ath,
I DIVIDED BV TOTAL HUMBER OF
JOINT OWNERS
hllpll. A Joint ....t rlghtarld
DIVIDED IV TDIlL NUNIER OF X 100 . PERCENT mIlLE
SURYIYINQ JOIHT OWNERS
In the nal. of thl dloldant and two oth.r Plr.on..
I DIYIDED IV 1 (JOIHT OWNERS) OIYIDEO 8Y 2 lSVRYIVORS) . .161 M 100 . 16.7% (TAMABLE FOR EACH SURIIIYOR)
ft. Th. p.retnt taMlbll for I,.~t. or..ttd within ani y.ar af the dlcld.nt', d.ath or Iceount. ownld bv thl dacIU.nt but hlld
In trult for anothlr Ind~vlduel(.) (tru.t h,nlflolarl")l
I DIVIDED IV TOTAl HUHIER OF IURVIVIHD JOIHT
OWNERS OR TRUST BENEFICIARIES
M 100 . PERCENT TAMAltE
[ltIIPI.1 Joint accaunt rlgt.tarld In thl nail of the dlcldlnt and two oth.r plr.on. and ..tabll.hld within ani V'lr of d.,th bv
ih. dle.d.nt.
I DIVIDED IV 2 (SURVIVO<lS) . .SD X 100 . 50% l1lXULE FOR EACH SURVIVOR)
~. Thl ..aunt ,ubJlct to \1)( I1lnl 4) I. dlhralnld by Multiplying th. locount bllllnct lIlnt 21 by thl Plrcant tlKabll Clint 1).
S. Enter thl tot.1 of the dlbh and d.ductlon. Iht.d In Part 5.
6. Tna lIount tllelbll (lInl ft) it dlttrllnld Oy lub~raotlng the dlbts Ind alductlon. (11nl S) fro. tnl a.ount 'ubJact to tll( Ulnl "J.
7. Ent.r the IPpraprl.ta talC ratl Illna 7) a. d.t.rllnad balow.
A. For date. of dllth occurring after 6/10/94, thl tilt rat.. far tran.hrl to .pnul.. arl a, followlI
I. D.t,. of d.ath on or "'tlr 1/1/94 and haforl 1/1/96 tht rat I I, 3%.
Z. Dlt.. of d'lth on or aftlr 1/1/96 and bl'or. 1/1/91 thl rat. 1. l%.
1. Oat.. of d..th on or aft.r 1/1/97 and blforl 1/1/98 thl rat. I, 1%.
4. Olt.. of d,.th on or aft.r 1/1/98 tranl'.r, to ,POUI.. will b. '1C..pt frol ta)(.
Hot'l For d,tl' of d'lth prior to 7/1/94 tranlflr. to ,poula. "rl taltabll at 6%.
II. Trln,fer, to IInlll ~lI'C'ndlnt. Including fethlr, IInthor, lon, :laughtn, grandchlldr'n, Ion-In-law,
dlughttr~ln'l,w, 'tlPchll~ Ind th.lr I"u, arl tlKabll at .1)( plrotnt 16%1,
C. Tr.n"lr. to all oth.r. Inoludlng brothlr, .1'tlr, unoll, lunt, n.ph.w and nllcl art tal(abl. It flfta.n poro.nt IlSX).
D. If ~ou chllngl thl talt rate, pl.... ,plolh your r.latlon.hlp t(l thl d,cldlnt In thl ftr.. provld.d.
e. Thl Ill0000nt of hie due <1ln. II) It dlter.lnld by .ultlplvlng thl uount tnabll lllnll 61 by the taM rate <lln. 71.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AIlowlbl. dlbt. and d'duotlon. arl ~tlrllnad ftl lollow,:
A. Vou l.g.llV arl r..pon,lbl. for Ply.lnt, or tht utat. IUbj.ct to IIdlllnl,tratlofl by I p.r,onll rlprl..nhtlvl I, lnluffloltnt
ta ply the d.ductlble It,I"
B. Vou attullly paid thl dlbh Plfhr death of the d,cld.nt Ilnd can 'urnl,h proof of payltnt.
C. Dlbts b.lng cia Iud lIIult bl Itlll"d fully In Part 3. If addlt1on.1 spacI I. n"d.d, Uti pllln plplr & 1/2" )( 11". Proof of
plYlllnt IIIIY b. rlqullted bv the PA Olp~rtllnt of Rlvlnu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANrE, CONTACT ANY
RF.GISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL. TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
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PUllPDSE OF
HOTlCE,
To fulfill thl rlquirl..nta of Slot Ion 2140 0' thl Inhlrltlncl and Eltat. Ta~ Act, Aot 22 of 1991, (12 P,S.
S..llon 1l\01.
PIVHI!HT,
Detlch thl top portion of thl, Hotlel ,nd IUbllt with your pIy'.nt to thl Rlgl,t.r 0' WJII, pr'ntld on the
rllllr.. deft.
.- Mlka chick or .onlY order pavablt tOI REOISTER OF WILLS, ADENT.
^11 ply'.nt. r.calvld .hall flr.t bl applied to any Int.r..' which .ay bl dUI, with any rl.alndtr &ppll,d to thl taM,
REFUND leA) I
A r.fund of . tlM crldlt, which WI' not r.qulltld on thl taM r.turn, .ay b. raqulttld bV cOMPlttlng an ".ppl1~.tlon
for R,fund of P,nn'Vlvlnll tnhtrltancl and f..U.tt 'II<" (RF.V-U1.\!. Applications ar. ."aUabl, at thl OfficIo'
thl Rlgl",r of Willi, any of thl 21 RIVlnUI Dlltrlct O'flcl' or by calling th. 'Plolal 24-hour an,wlrlng ..rylcl
nuab.r. for 'or.. ord.rlngl In P.nn.ylYanla l-eOO-162-Z0~O, out.ld. P.nn.ylvlnla and within local
H.rr hburg arn (717) 717-809(1, TOO' (717) 772 -lZ~2 OIur Ing Ilpalrld Only),
OIJECTI~HSI Any party In Int.r..t not .atl.flld with thl appral....nt. nl1uwancI or dl.lIllowancl b' d.ductl~". or ........nt
of tI)C (Including dhccunt or Int.rutJ II .hown cn thl. Notlcl leay cbJect within thtv (601 dlYS of r.ellpt of
thh Hottca bYI
..wrltt.n prot.t1t to thl PA Dlpartunt of R.y.nu., board cf Appoall. D.pt, 281021, tlarrhbura, Pi 11128-1021, OR
"'l.otlng to hlVI thl IIIUor d.ttrlllnld ftt thl audit of th. "cecunt 0' th. p.r.onal rlprl..ntatlvl, OR
~~IPp..1 to the Orphtn.' Court
ADltIH"
ISTRllIVE
CllflREClIDHS I
f.ctu.l .rror. dl.cov.rld on thl. a""'I.nt .hould b, addr....d In writing tOI Pi D.p.rt..~t of R.v.nuI,
Iurllu of Individual Te)Cu, MTNI pc.t A.......nt R.yl.w Unit, DEPr. 280601, tlarrl.bura, Pi 17128-0601
Phon. (7111 787"6505, h. pagt :5 of th. bookllt "In.tructlon. 'or InhtrltatIC. Tal( R.turn for" R..ldlnt
Dleld.nt" (REI/"150IJ 'or an uphnltlon of "dllntttratlvllY carrQotllbl1 trror..
OlSCllOHl,
If any taM du. I. paid within thr.t (3) callnd.r tonth. a'tlr th. d.e.dlnt'. d.ath. a 'Iy. p.retnt (SXI
dltcount of th. taM Plld I. allow.d,
IH1EAESll
Intl,..t 11 charged b'lIlnnlnll with flr.t day of dtUnqu.noy, or nino II)I tonthl nnd on. <<1) ~"y
frol tht dlt. of duth, to thl dati of plty...n" hM" which b.oa.. d.llnqu.nt b.fora January I. 1982
bltr Inter..t at th. rlt. 0' .he 16%1 ptro.nt fler "nnut calculatlld at II dally rat. 0' ,000164.
AU hUllt which b.e... d.Unqu8nt on or nft.r Janutry I. (lHll will blar Int.r..t at It rat. which will vary 'rol
c.llndar Yllr to cal.ndu Y.lr with that rata announotd lIy th. PA D.partllnt of R.v.nu.. Th. appllcabl.
Inttr'lt rat.. for 1982 through 11)95 IIrlll
'tur Int.rut Rata Dallv Int.r.,t Faa lor 'tur Intarllt 'll1J Dallv lnttr..l f'lIotor
198! 10% .000!t4a \9111 9% ,DDD!H
1983 161: .000434 19118-1991 11% ,000501
1964 11% ,000lOI 191)2 1)% .000247
IUS m .OOOlS6 1991-1994 1% ,UDDI9!
1946 101 ,000114 Il)lJ!t n . OD~!41
~ ~ Intar..t I. Dalf1ulat.d .. followlI
INTtREBT . BALANCE or TAX UNPAID K NU"BER OF DAYB DELIIIQUENT X DAILY IIITf-REBT FACTOR
-"Any Hutle. 1.lu.d aft.r th. taM b.eol.. ~tllnqu.nt will r,'I.ot an Int.r..t oalcul.tlon 10 fl't..n 11~1 day.
b'!iond 'h. data of th. "...",unt. If paYt"nt It iliad. "ft.r th. Int.'r"l cOlputatlon dltl .hoMn on thl
Notlo., addltlon,,1 Intllr..t IU.t b. oalcul.t.d,