HomeMy WebLinkAbout95-00433
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NO. 21 _ '1t;- '1.33
95124572
05-30-95
TYPE OF ACCOUNT
~ SAVIHGS
CHECKIHG
TRUST
CERTIFICATE
REHIT PAVHEHT AHD FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
REV-1543 EX AFP 18-941_
COMMONWEAL TH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF IHDIVIDUAl ".[S .
OtPT. ZaDftQl
IIARAISBUAC. PI 1112a-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ESTATE OF EDITH BENEDICT
5.5. NO. 847-00-6132
DATE OF DEATH 03-08-95
COUNTY CUMBERLAND
HELEN J HEISLER
818 CHARLES AVE
MECHANICSBURG PA 17055
HERJDIAN BANK h.. provided thl D~.,.t"nt with 1M Intarntlon lhhd batON Nhlch hn b..n u..d In ulcul.Ung thl
pat~tJ.l tlM due. Their ,.Icordl Indicate thlt .t the d..th of thl abovI dlCldlnt, you WI,.. I Joint Dwn.,./b~.flcl.,.y of thl, ICCount.
II you f.. 1 thl_ Inlor..tlon I, Incorrlct, pl.... obt,ln wrltt.n co,.,.ectlon 'rol thl fln8nCl,l Inltltutlon, ,ttlch . copy ta this for,
and return It to thl above .dd,..... Thl, account II taxabl. In accordancl with thl Inheritance Ta. L.w. nf the Co..onwe.lth of Pennlylvenla.
Que.tlonl .ey be anlwered by c.lllng (1111 187.8127.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account Ha. 1142-5410 Data 06-19-90
eatabli.h.d
Account aalanea 2 I 804 . 75
Parcant T.xabla X 50.000
A.aunt Subjact to Ta. 1.402.38
T.x R.ta X .15
PatanUal Ta. Dua 210.36
PUT TAXPAYER RESPONSE
IT] I. FAILURI!.TO RI!SPONDlIILL RESUL,. IRAN OFFICIAL TAX ASSI!SSHI!HT BASI!DORTHIS NOTICI!
.. 0 The above Infor.etlon and te. due I. corr.ct.
1. You ..y chaola to r..lt pe~t to the Register of Will. with two copte. of thl. notice to obtsln
. discount or avoid Interest. or YOU eay check box -A- end return thl. notlca to the Aeglster of
Wills and an off Ictal ......88f1t will be luued by the PA D~art.."t of An.RUe.
To In.ure proper credit to your account, two
(2) copl.s of thl. notlc. .ust acco.pany your
pa~t to the Raulstar of Will.. "aka check
payebla tOI -Ragl.tar of Will., Agent-,
HOTEl I' te. pay..nts ara aad. within thr.e
(1) .unths 0' the dec~ent.. data of de.th,
YOU ..y deduct a 5X discount 0' the ta. due.
Any Inherltanc. t.x dYe will bacD.. deUnquant
nlns I') .unths .ftar the deta of de.th.
[CHECK ]
ONE
BLOCK
ONLY
a. c:J Th. above ....t ha. bean or will be report.d and ta. paid with the Pennsvlvanl. Inheritance Ta. return
to ba fllad by the decadant". rapres.nt.tlve,
C, c:J The abova Infor..tlon I~ncorr.ct and/o~.bt. and daductlon. war. paid bv you,
You au.t coaplata PART l!J and/or PART l!..J below.
If you indicat. . diffarlnt ,ax rat., pl.... .tat. your
r.lationship to dlcedant t ^ .o~ J t' ~-'
PART
~
TAX RnTUr.N - COHPUTATION or
LINE 1. Dat. Est.blish.d 1
2. Account Balane. , ., 2
3. Parcant Tax.hi. 'I~ 3 x
4. Aaount Subjap~ to TaX 4
5. Dabts and Deductions 5
6. Aaaunt Taxabi~ 6
7. T.x Rata 7 X
:>
8. Tax Du.) a
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
11'.): ON Jc::rr."TflU9T A.C~OV~!TS
/'I9-~;-
DEBTS AND
DEDUCTIONS
~AD
1
2
3
.4
5
6
.7
8
CLAIMED
-
PART
~
DATE
U \
~J'"
.J .::
_. :J
OU
PAYEE
{;)
u:
PAID
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnt.r an Lina 5 of Tax Coaput.tionJ
hch I
I
.
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appllUbl. Inhr..t ba..d on Infor..llon
.ub_ltt.d by the financial Institution.
2. Inh.rltanc. t.. b.co_., d.llnqu.nt nln. _onth. .ft.r the d.c.d.nt'. data of d.ath.
]. A Joint account I. taMabl1 Iv.n though Ih. dlc.dlnt', na.. lola' addld a. a 8alt.r of conv.nl.nc..
~. Account. (Including tho.1 h.ld b.tw..n hu.band and wlf.1 which Ih. d.c.d.nt put In Joint na_.. within on. y.ar prior to
d..th ar. fully tl..bl. a. tran.f.r..
5. Accounl. .,tahll.h.d Jointly b.tw..n hu.band Ind wlf. _or. Ihan on. y.ar prior to d..th ar. not ta.abl..
6. A~ount. h.ld by a dlcld.nt "In tru.t for" anothlr or oth.r. .r. la.abl. fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
I. BLOCK A . If the Infor.atlon and cOlputatlon In the notlc. ar. corr.ct and d.ductlon. ar. not b.lng clal.ld, pl.c. an "K"
In block "A" of P.rt I of th. "T..plYlr R..pon,l" slctlon. Sign two copll' and .ubllt thel with your ch.ck for thl alount of
t.. to thl R.ul.t.r of Will. of thl county Indlcat.d. Thl PA nlp.rt.lnt of RIVlnul will I..u. an of,lcl.1 .......ant
CFor. REV.1548 EX) uPon r.c.lpt of Ihl r.turn fro. thl Rlgl.t.r 0' will..
2. BLOCK B - If the a..at .p.clfl.d on thl. not leI has b..n or 101111 b. r.portld and t.. p.ld with the P.nn.ylvanla Inhlrltanca
TI. R.turn fll.d by the decedlnt', r.pr..antatlv., pl.cI an "X" In block "B" of Part 1 of tha "T..pay.r R..pon.." s.ctlon. Sign ana
COpy and raturn to the PA Dlp.rt.ant of Ravenu., Burlau 0' IndIvidUal T...., D.pt 180601, H.rrlsburg, PA 17121.0601 In the
env.lop. provided.
]. ILOCK C - If the not Ie. Infor..tlon I. Incorr.ct andlor dlductlon. arl bllng cl.l..d, chick block "C" .nd co~l.t. P.rt. 2 and ]
accord In. to thl In.trm::tlnnl bllnw. Sign two ~r>"I.. lINt .ub.1t th.. with yet'r ch.ck f"r tho ..ount cf bll pcyDbI.. to tho Rllgl.t..'
of Will. 0' the county Indlc.t.d. Tha PA D.p.rt.ant of R.venue will I..u. an official ......-.nt CFar. REV-1541 EX} upon r.c.lpt
of the r.turn 'ra. tha R.gI.t.r 0' Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Enhr
HOTEl
tha d.t. the account orlgln.IIY 101.. ..tabllshad or tltlld In the .ann.r e.l.tlna .t data 0' d.ath.
For. d.c.dant dying a't.r 12/12/121 Account. which the d.c.d.nt put In Joint n.... within on. (I) y..r of d..th .r.
t.xabl. fully.. trnn.'lr.. Hawev.r, thlra I. an ..clu.lan not to .xce.d .],000 p.r tran,'.r.. r.gardl... 0' the v.lu. 0'
the account or the nueb.r 0' accounts held.
If . doubl. a.t.rl,k C..} app..r, before your flr.t n... In the .ddr... portion 0' thl. not lea, the '],000 .xclu.lon
.Ire.oy hi. b.en d.dUct.d 'roe the account b.lanc. e' r.port.d by the flnancl.l In.tltutlon.
Z. Enter the tot.1 b.lance of the .ccount Including Int.r.,t accrued to the dlt. 0' d.ath.
]. The p.rcant 0' the account that I. t..able 'or ..ch .urvlvor I. d.t.r.lned a, fallaw.'
A. Tha percent ta.lbl. for Joint ....t. ..tlbll.hed .ar. than ana y..r prior to tha d.cedent'. de.thl
DIVIDED IY TOTAL NUHIER OF
JOINT OWNERS
E..-pl., A Joint ....t r.gl.t.r.d
DIVIDED IY TOTAL NUHBER OF X 100 . PERCENT TAXABLE
SURVIVINO JOINT OWNERS
In tha n... a' thl declldant and two other p.rson..
I DIVIDED BY 3 (JOINT OWNERS I DIVIDED BY Z CSURVIVORS) . .167 X 100 . 16.7;( (fAXABlE FOR EACH SURVIVOR)
8. The parc.nt ta.abl. for ....t. cr..t.d within one y..r of tha d.cadent'. d.ath or account. awnad by thl decadent but hald
In tru.t for anothar Indlvldu.I(I} (tru.t ben.,lcl.rla.),
1 DIVIDED IY TOTAL NUHIER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
x lOa . PERCENT TAXAILE
Ex..pla, Joint account real.t.r.d In the n... 0' the dacad.nt and two oth.r par.on. end ..tabll.h.d within one y..r 0' d..th by
the d.cadlnt.
I DIVIDED BV 2 (SURVIVORS) . .50 X lOa . SO:c CTAXAILE FOR EACH SURVIVOR)
~. Tha .Iount .ubJ.ct to tax Cllna~) I. d.t.raln.d by .ultlplylna the acc,unt b.lanc. (1lna Z) by the percent t...bl. Clln. 3}.
5. Ent.r the tot.l 0' tha d.bt. and dlductlon. ll.t.d In Part ].
b. lha a.~t t...ul. \lto. bJ 1. da\ar.inld by sUbtract'ng tne uau,. and d.ductiDn. Clln. ~} frDI the aeount .UUJ.ot to t.. tlln. ~).
7. Ent.r the .ppraprlat. taw rat. Cllna 71 a. d.t.r.lnad balaw.
A. For d.t.. 0' d.ath occurring a,t.r 6/30/9~, the t.x rata. for tran.f.r, to .pou.a. ar. a. follow.1
I. O.ta. of da.th on or a,t.r 7/1/94 and blfor. 1/1/?6 the rata I. ]:C.
Z. D.t.. of d..th on or a,t.r 1/1/96 and b.for. 1/1/97 the rata I. Z:C.
]. D.ta. of d..th on or .ft.r 1/1/97 and b.for. 1/1/98 tha rat. I. 1:C.
~. D.t., 0' d..th on or a't.~ 1/1/91 tran.f.r. to SP)u... will ba aXI.pt fro. t.M.
Not.1 For d.t.. 0' dl.t~ prior to 7/1/9~ tran.f.r. to spou.a. ar. ta..bl. at 6:C.
I. Tran.f.r, to Ilna.1 da.c.ndent. Including '.th.r, .oth.r, .an, daug~t.r, grandchlldran, .on-In-law,
dMlght.r-ln4Iaw, .t.pchlld end th.lr Inua .ra taubl. .t .lM plrcent C6;(L
C. Tran.f.r. to .11 oth.r' Including broth.r, .I.tar, unci., aunt, nlphlw .nd nlac. ar. ta..bll at ,I,t.en p.rcent (IS;C).
D. If YOU chana. tha taM r.t., plaasa .paclfy your r.l.tlonshlp to the d.c.dant In tha .r.. provided.
8. ThI aeount 0' taw dUe Clln. I) II dat.relnad by ....Itlplylng tha a.aunt t...ble Cllna 6) by the taw rat. Cllna 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. and d.ductlon. .ra datlr.lnld a. followl'
A. You I.gally ara r..pan.lbla far p.y..nt, or the ..tat. .ubJ.ct to ad.lnl.tratIon by a par.anal r.pr..antatlve I. In.ufflcl.nt
to pay the dlductlbl. It....
I. You actually p.ld the dlbt. .'t.r d..th 0' the d.c.dant and can 'urnl.h proof 0' pay.ant.
C. Oabt. h.Ing clat.ad au.t b. It..lzad 'ully In Part]. If additional .p.c. I. n.adad, u.. plain papar 8 I/Z" . II~. Proof 0'
p.y.ant _.y bi rlqul.t.d by the PA Dapart.ant of R.v.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 INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
,
.... ..~ .._ .... r" ~.
_.________._____..__..______._____ __ .._. _ _ __ ___ ~ .._ __._ ___."_ _ "__ ___._._ __d_ ____
D AA 047835 COMMONWEALTH OF PENNSYLVANIA
NO. ' DIPARTMINT OP RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
'OID""f~
i
I
- __ ___ __ - - _____ ___ - __"._ - ~ - ~.___ - - - - - - _. - __._ - ,- ..- --.-.;- --..--;..----:0.."'1"':"'"
. .
.1\iIlU..I....1
RECEIVED FROM:
I
ACN
ASSESSMENT I!'
CONTROL ~
NUMBER
AMOUNT
HELEN J HEISLER
~:)Jt::~;)/e
'l"''''.~;:)
BIB CHARLES AVENUE
MECHAN1C5BURG PA 17055
ESTATE INfORMATION:
I!:t FILE NUMBER
Y 21-1995-0433
I!:I NAME Of DECEDENT (LAST)
!l;iI BENEDICT EDITH
II DATE Of PAVMENT
m POSTMARK E
COUNTY
56N 847-00-0132
(fiRST) (MI)
CUMBERLAND
DATE OF DEATH
REMARKS
HELEN J HEISLEri
SEAL
CHECK" 109
REGISTER OF WILLS
. "
....
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i 5' . 3 OJ - /0
REV-lS48 EX AFP (12-941*
CottMQNWOL TIt OF PENNSYlVANIA
OEPARTHEHT OF REVENUE
BUREAU OF INDIVIDUAL TAMtS
DEP'. Ze060l
HARRISBURG, PA 111211-0601
NOTICE OF INNERITANCE TAX
APPRAISEKENT. ALLOMANCE OR DISALLOMAHCE
OF DEDUCTIONu. AND ASSESSMENT OF TAX OH
JOINTLY HELD OR TRUST ASSETS
DATE 07-24-95
ESTATE OF BENEDICT
EDITH
DATE OF DEATH 03-08-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0433
S.S/D.C. NO. 847-00-6132
ACN
95124572
HELEN J HEISLER
818 CHARLES AVE
MECHANICSBURG PA 17055
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Mount R..t U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifi:isiia-iif-AF"--ri1f:94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-24-95
ESTATE OF BENEDICT
EDITH
DATE OF DEATH 03-08-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0433
TAX RETURN WAS.
S.S/D.C. NO. 847-00-6132
(XI ACCEPTED AS FILED (I CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95124572
FINANCIAL INSTITUTION. MERIDIAN BANK
ACCOUNT NO.
1142-5410
TYPE OF ACCOUNT. (I SAVINGS (lO CHECKING ( ) TRUST ( I TIME CERTIFICATE
DATE ESTABLISHED 06-19-90
Account Balance
Percent Texab1e X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
2.804.75
0.500
1.402.38
.00
1.402.38
.15
210.36
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 ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER 'OF WILLS. AGENT."
TAX CREDITS:
PAYMENT
DATE
06-05-95
DISCOUNT (+)
INTEREST (-)
10.52
RECEIPT
NUMBER
AA047835
AMOUNT PAID
199.85
.
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 TH N fl. NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YOU HAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
210.37
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PlIIPOSE .,
NOTICE I
To fulflll the requlr..-nt. of Sectlon 2140 of the Inherlt~, ~ E.t.t, Tex Act, Act 22 of 1"1. (72 P.I.
s.aUon 2140).
PAYMENT I
o.tKh the top portlon of thh Notlc' end .w.lt with your PIV.."t to tM A-e"ter of NUh printed on the
r.v.r.. .1....
_. ttIIke ctMck or ..." order pe".le tal RECISTER IW WILLS, AcrHT.
All pe~t. rae.lved ~ll flr.t be ~ll~ to In" Int.r..t which .." be due, with In" r...I~r epp11ed to the t...
REFUND (a) I
A reft.ftd of . t.. credit, which "... not r..,..t~ on the t'lI return, .." tM reqloM.ted b" c..-I,Ung ., -application
'or A.,und of P......,lvlnl. Inherltence ~ E.t.t. Tex- (REV-iSU). Applic.tlon. .r. 1IV.11.I. .t the Office of
the ........r 0' Mill., env of the Z3 A.v... D"trict Offlc.. or b" caUlng the specl.1 l4-hour In....rlng .."Ice
nu-bar. for fore. ardarlngl In Pennsylvenll 1-80a-S62-2050. out.l~ Penn.vlv.nla ~ ..Ithln local
Herrlaburg .r.. (717) 181-8094, TDDI (711) 772-2ZS2 (He.rlng I~llred OnlvJ.
OIJECTIDHSI An" p.rb In Int.r..t not ..tl"l~ with the IPPr...~t, IUOMMe' or dl..UOtlenc. 0' cMduotlon. or ........,t
of tax (lncludlna dhcCMtt or Int.r..t) I' shoMn on thi. Hotle. ..v DbJ"t within .hty (60) d.u 0' rae.lpt of
thl. Hotl~ byl
....r1tten prot..t to the PA a.p.rt-.nt of A.v.... Bo.rd of Appall.. Dapt. Z110l1, W.rrl,burl. PA 17Il1-10l1, OR
--elHtlng to hav. thl ..thr dat.r'lned at thl IlUdIt of the ~CMtt 0' the per.onal repr"lntatlve, OR
uepp..l to the Drphln'" Court
ADMIN.
ISTRATlVE
CORRf:CTlOHSI
FHtual .rror, d"cov.red on this ........"t should be IIddr...ed In wrl tin, tal PA DepertMnt of A.vll'llM,
Bur... 0' IndlvldU.l Tall", AnHI Po.t A.........t A.vl.w Unit, DEPT. ZlUn, tt.rrlsburg, PA I1UI-0601
Phone (711) 181'6505. S.. P'" J of the booklet -In.tructlon. for InharltMCe Tell Return for a A..ldent
Dec~t- (RfV-IS01) for In ..plln.tton of edllnl.tr.tlv.t" corrlGtlbl. .rror..
DISCDUHTI
If env tu due I. p.ld wIthin thr.. (5) c.lendllr .ontn. .tt.r the decadent'. d..th, . five parclnt (5%)
dbcount of the tu p.id Is .Uowed.
IHTERESTI
Int.r..t .. charged beginning with first dII" of detlnquenc", or nl". ('J IIDnth. ~ OMI U) day
'roe the dIIt. 0' death, to u. dIIt. of P'YMnt. T..e. which bee.. delinquent before J....l"'I I. 1912
bear Int.r..t at the r.t. of .111 (6%) parcent per annul c.lcut.ted .t . d.llv r.t. 0' .00al64.
All t.... which bIcIae ~llnquant on Dr aftar Januar" 1, 1'&2 will bllr Int.r..t .t . r.t. which ..111 v.r" 'roe
c.lender y..r to calendar v..r with that r.t. ..-.-.need b" tM PA Dap.rt.."t of R.,,~. The applleebl.
Int.r..t rat.. 'ar 1912 through 1995 .r"
'tilt Int.r.st R.te DlIll" Inhr..t FBctor 'tur Int.r..t R.t. D.n.... Int.r..t FBeto..
1912 lOX .00054' 1917 .. . aUlu
1'15 161 .OOOU' 1'"-1991 lIX ,aoasa1
I'" 1lX .OOUGl 1... OX .0nZ47
1'15 UX .00US6 1995"19'94 'IX .0IDI92
I'" I'X .0002'" 1'" 'X ,0oalU
....Int.,...t I. calculated .. 'ol1ow.1
IIlTEIlEIIT . BALAJCCE OF TAX UlfPAID X HUKBER OF DAYS DELIHQUENT X DAILY IIfTEIIEST FACTOR
u,"" Hotlc. blUlCl .tt.r the tu ~. delinquent wUI r.flHt 1ft Int.r..t c.lcul.tlon to flft,," US) d.".
tMvond the dIIt. 0' the .....MMt. If p..,.."t I. .--. .fter the Int.r..t c~t.tlon at. ahoMn on the
Notlc.. additional Int.r..t .u.t be e.lculat~.