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Home My WebLink About95-00519 . ;' ~': " ~ .,' -10:;.) ',';:j ;-;J j -~"'1 'J:,:,; ;:',1 '-,'t' 'f7__ ~'i>:;'l ::'J ~~t::, ''''j ~i{I' -- :~,'t:1 ~~"'} :';1 ~~;:fl( fJ ,'1,_"1 ;",".l ,. , ..'... , , 'j: , ~ , I 11 I " 11 :( ,~ ."....\'/() , ~~~ :,':;;: g': 'J\ _ .... .' '~ -~V1 .- ;', '0 ~~ ~& 8: '? - ,~~ ~ .:JJ~ .,~ d . \9 \ C .,., I <.>0. '\ j-.~ I - '. >.:' ,_i'", , '~';""."'-:"'C--~'-'--' ,~,- . ---, --....-.---- ....- ~ ~ ~. ~~ '":) ....) ~ ~ j 1,/' ' ",$ _ " -I; :'1'.0',11' U~. ~;U ~atH/--' p' ~ ~ ~ J cJ - .t1....W:Jql..iIJD :'11(.':) L L"'or .:: 'od . , "j"'~l' ,,;,,~ ~1....tJ J .- 93. ~- ~ ....... ~ \> " ,,",,_T___' .." ,-, ".-,__,,~_. " -~.-~-". ,.-..~ ,"'~, , '~.- '~",'" '-.~ .---...-. -,',-..----1":..- . . - . - - - - - - - - - . -, - i i I I I i I \ 'j \ i \ . \ . .o. ' ". f'\:;", . ...... ",' ';!, , . ':it ';..," 'I . ~, . ~ ,:, ,- J ,l . ~~. . .," \ " /'...' ,I'., t~.~ "" '~'.- ::,' : '~ '-'. ~ ..\,. -".t, .' ! ~ " ,~ , . ....;, : '. ~... {... > --.. " ';",: .,-~, " ' lot' ",:1~' ~..';._.~ T \ .1 . to l. . , . \1 f'\ ~",:"i i '.~>': .', -. ~ :'~,~ -,', ,",:..~ ' I ., ';" " I ~. ..1 . . , . " " 1'\ \' ., r .f ~.. .,_..., ..--,' tf~' , _ :-- .....~J'I c.. - 7' , . , , ~ .t I I J , I ,. .....~-_. , I .I ' . I I ! i GENERAL INFORMATION 1. fAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHENT with 1lPP1Icllbll Inter..' bUM on Infan.tlon .....1"" bV the flMnCllal In,titutlon. I, InNrlt~ t.. bK..... eMu"..,.,t "1M .with, ,ftl" the IMcMen'" dlt. of de.th. J. . Joint HCount I. 'o.lIbl. IV.n though the dleHen", "... w.. edded .. . ..Un of COftVllnlllncl. 4. Accounh (Including tho.. hlld b.t..-en hu.band and ..UI) which thl dleHen' put In Join' ..... within ona w.... prior to de.th Ir. fut h hIlMI. .1 tren,'o..l. I. Account. .ltabthhed Jolnth Ht....... hulblMd Me! ..UI Mr. thwt on. V"" prior to d..th ara not hMIlbI.. .. Accounh htld b,. . decedent "In trult fa,," MOther or otl'Mn It. telllblo fullv. REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1. aLOCK'" If thl In'orntlon and co.putatlon In the notlc. Ir. corrHt Md deduction. .t. not Hint chi...., plac. M wr In block "A" of Part 1 of t~ "'I_PI,.I,. A..pon.... Itctlon. Ilgn two copl.. and .~lt t~ with your check 'or the ..aunt of 'IX to thl A..l,t.r of Will. of t~ county Indlc.tld. The PA D.,.rt-.nt of A.v~ will I..u. ~ offlol.1 ......-.nt C'or. RfV.I541 EX) upon rlC.lpt of t~ r.turn froe thl ...I,t.r of Will.. I. ILOCI.. If thl ....t 'PMIfIId on th" notlc. hot been Dr .,111 be nportM and tex p.ld ..lth thl P""'l)'lv",l. IntMdtencl T'M R.turn fllld by thl dlCed",t.. r.,r..."t.tlv., plac. ~ "r In block ..... of P.rt 1 of thl "T.llp.v.r A.span..- 'Htlon. Ilgn one copy end r.turn to thl PA a.,.rt-.nt of A.venu., Bur.au of Individual T,II", Dlpt IID'Il, Harrisburg, PA 1711'.0'11 In tl_ env.l~ provldld. s. ILOCI C - If the notlc. Infor..tlon II Incorrect and/or deduotlon. .re being ol.I-.d, chick block "C"" and cDllPI.t. perte I end S Iftoordl"o to tto, In.truotlona wID... Sign tlfO copl.. .td ~1l tr.- wUII you,. chIdl. tor thl ...unt of taJC p.ylbl. to the RIII.t.r of Will. of thl countv Indlc.ted. The PA o.p.rt-.nt of Aev~ .,111 I..ue ~ offlcl.1 ......eent CForl REV.l"a [X) upon rac.lpt of the return frOl the Reghbr of "11&.. TAX RETURN - PART Z - TAX COMPUTATION LIN! I. lnt.r thI d... the IICcount orlllMllv .... ..tliblhhed or titled In thl .annar ....U". .t dat. of death. HOTE. 'or I dec..,.t dvl". .ft.r IIIIZlal, ACCOW'lt. which the decedent put In joint ,..... within one ClJ )'Iar of dNth .... taxlbl. fullv ., tren.f.r.. ~.r, thlr. I. en 'lIclu.lon not to IIIC.-d 'S,IDD per tr",.f.r.. rlOlrdl... of the value of the IIOCount or the nullMr of IClCOIo.nt. held. If . doubl. ..t.rllk C--) ."..r. blfor. your flr.t ,.... In the -'dr... portion of thl. notlc.. the tS,IaD ..clu.lon .lreedy hu been deducted froe the IICCount b8111f'1Ce .. r..-artM bv the flnancl.l In.tI tutlon. Z. Ent.r the tot.l b.lenc. of the ICCount Including Intlnlt MCIrued to thl dat. of de.th. J. ThI plrcant of thI ICCOW'lt tMt II t.IIM11. for .ach survivor II INtlr.lned II faUCMfIl A. The parc",t tlxlibl. for joint ...... ....bllshed .on thin one v.ar prior to thl dIe..,.,.t'. dtlath' 1 DIVIDED 1'1 TOTAL tufI[R Dr' JOINT DWHDtS EJc....I.. A joint ....t r....tll.ad DIVIDCI .V TDTAL MM&DI OF' X lGI . PERCENT TAXAILE -..vIVINO JOINT I:NNDtS In thl RIM of the dIe...."t end twa other Plrton.. 1 DIVIDED IY S (JOINT DWtERI) DIVIDCI IV Z CSURVIVCItI) . .167 X 110 . I,.n (TAXABLE FDA UCH SURVIVOR) I. The peroMt tulibl. for ....b cr_tad .,lthln one I'Mr of thl dIlcedtnt.. dNth or acCCKA'tt. 0NnId bV the ~t but hlld In tru.' fcr ana~r Indlvldual(.) Ctru.t bInIflcl.rla.JI 1 DIVIDED IV TOTAL IfJt(lEA OF SURVIVING JOINT OWNERS DA TRUST IEHEfICI'ARIU X liD . POtCEHT TAXAILE b....lll Jalnt account ,.gl.t.r~ In thl n.. of thl dec..-,t WId two ather pe,.on. end .....11... within one yN' of death bV the decedent. 1 DIVIHD IV 2. (SURVIVORS) . .50 )( liD . SOX (TAXABLE FDA EACH SURVIVOR) 4. ThI.-unt IlUbj"t to tllC (line 'I 1. detar.IMd bv ....ltlplvlng thl account b.llnC. nlna 2) b)' the percent t..MI. (11M S). 5. (nt.r thl to hi of thl cMbt. and deduatlon. 11.tld In P...t J. 6. 1h1.-ouRt t.II*,I. 11Ine.) t. dlt.r.tned bv .UII'rllCtI", tM Db" end ckHNotlon. utna 51 frOl tM IICK.nt IWjlCt to ta. CllM 4). 7. (ntar tM IIppropdat. ta. rat. nlna 7) .. d.t....I'*' below. A. For o.t.. of da.th occurring .ft.r 6/SD/", tha t.. r.ta. for tran.f.r. to .pou... .r. .. follow.. 1. Dat.. of d..lh on or .ft.r 7/1/94 and befor. 1/1/" thl r.t. I. J~. Z. D.t.. of death on or aftar 1/1/96 end befcra 111'" the rat. .. IX. 3. Dat.. of ....th on or aftar 1/1"7 end blfcr. 1/1"1 the rat. II IlC. 4. Dat.. of death on or .ftar 111191 tr"'''.... to spou", ..UI be .M..... frOl tax. Nota, for dIItu of ....th prior to 711/94 tr.,.f.,. to spou", .... tlllabt. .t O. I. Tran.f.... to l1naal ducandent. tncludlng father, ..thlr. .on, daught.r. grandchlldr"" .on.ln-...., ....t.r-In-l..., .tepchlld end thllr luua .... taxabl. .t .Ill Plrcent ClUJ. C. TrM.f.... to .11 othl... tncludlna brother, .htar, WMll.. ....,t, nIIIhIN and nlac. .... tlllabl. .t flft,," perc",t nU). D. If you c~ thl ... rat., pl.... .paclfy youI' r.latlonshlp to thl dleMel'lt In the ..._ prcrlldlct. I. TIMI.-unt of t.. _ ClIM I) .. dIIt....lned bv "'ltlplVlng tM ~t t..abl. nlna ,) bv tlMl t.. rat. Cllna 71. CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AllDNIibI. debt. WId dIduCltlon. .... det....lned .. foil....' A. You legallv .,.. r..pon.lbl. for p.yaent, or the ..t.t. subj"t to ldalnl.tr.tlon bv . personal rlPr..~t.tlva 1. Insufficient to p.v the deductlbl. It... I. You 8Cltullh p.ld the dMJta .ftar death of the dleldant end C~ furnl'" proof of pa~t. C. Debt. being ol.l-.d ",.t be It.lz~ fully In P.rt S. If additional .pac. I. needed, u.. ~1.ln paper I 1/~ . I1R. Proof of p.v.ant NY " r....ted bv thl PA Dep...tHnt of A......,.. :<"TAXPAVER,:ASSISTAHCE' . ' ... ,'''' ", ~::"""';-: " IF. VOU, NEED: FURTHER '.INFORMATlON OR ':' ASSISTANCE~' CONTACT ANV('~' ,<.:j:>>RE9ISTER: OFWlLLS; PA DEPARTMENT< OF, REVENUE DISTRICT OFFICE'" ::: 'OR. CALL THE JlUREAU OF. INDIVIDUAL. TAXES, TAXPAVER' INQUIRVUNITIN HARRISBUROAT(7171787-8::lZ7. TDD' (717) 77Z-ZZ5Z (HEARING IMPAIREDONLV) :.::,::.:.:..., REV-1543 EX AFP IB-94) '* CnKHOHWfA1.11l OF PEHHSYlVANIA D[I'Ul'-:Ht OF REY[HU[ "'.I!i:AU Of INDIVIDUAL 'Uti DEPT. llD'DI UAAR1IIURO, PA I7UI'0601 I S- '1:3 - II INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.Z1- qS:SI'1 951Z2633 05-25-95 GERALDINE I WARD C/O KELtY BZO LISBURN RD B04 CAMP HILL PA 17011 TYPE OF ACCOUNT ~ SAVINGS CHECKING TRUST CERTIfiCATE RENIT PAYNENT AND FORNS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ESTATE OF GERALDINE SKELLY S.S. NO. Z03-10-0591 DATE OF DEATH OZ-ZO-95 COUNTY CUMBERLAND FARHERS TRUST COHPANY h.. provided the Dllfllttaent with the lnfor..Uon IlItad below .....Ich NIl been used In ulcuhtlnt the potlntll. '1M due. Their r.cord. Indle." thlt .t thl d..th of thl eboYI decedent, yOU ~r' I joint owner/~.flcl.r~ of thl. ~count. If VDU ,..1 thh Infonatlon is Incornct. pl.... obtain wrlttM corr.ctlon 'roe thl flnenclal Institution, ,ttach . COPy to \hh for. ~ r,\Ulll 11. 'u U.. ~.;,; ~...... 11,:,1, ;,;;:::~t .1 tll"=:'h In =,:~-rc!..,e. otP" t:~. !ntwarlt-''\ h. I,...... of the r~..'th of penn,ylnnl.. au..tlon. .,y be ~...red by call1no (711) 711.1521. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 11-63345 Ooto OZ-lB-93 Eltoblhhod Account Balance Percent TaMable A.ount Subjact to TaM TaM Rata potantial TaM Due To In.ura pr~r cr~lt to vour account, two (2J copla. 0' this notlca -...t accDIIp"'Y your paya~t to t~ Ragl.tar 0' will.. "~a chack pnabla tOI "R"lItar 0' wUII. Ag..,t". PART [I] 55Z . 94 50,000 Z76.47 .06 16.59 TAXPAYER RESPONSE ',FAJLURlt'fO '. RI!SPOHD,WJLL RI!SUL T,'IH,' AN ,OFFICIAL TAX ASSI!SSHEtI'I'. BASED OHTtllS NOTtCI! " x HOTEl l' ta. pavaent. ara ..de within thr.. (s) aontha of the decadant'. data 0' de.th, vou .ay deduct a 5% dl.count 0' the ta. dU.. Any InMir ltanca ta. dua ..Ul bacoaa delinquent nine (9) ~th. a'tar the data 0' d.ath. x [CHECK ] ONE BLOCK ONLY A. 0 The abova Infonatlon and talC due Is corract. 1. You aav choa.a to ra.lt p.vaent to the Ragl.tar 0' Will. with two copl.. 0' thl. notlc. to obtain . dl.count or avoid lnt.r..t, Dr you ..y check bolC "A" and raturn thl. notlc. to the Reol.tar 0' Will. and an offlcl.l .......ant will be 1..UId by the PA Dapart.-nt 0' RevlnUe. B. [:] Th. abova a..at h.. bean or will b. r.portad and talC paid with the Penn.Ylvanla Inherltanca T.. raturn to be ,Had by tha d.udent'. repruantatlv.. c. M Th. abova InfClr..tlon I~ncorr.ct and/o~.bt. and daductlon. war. paid by you. You au.t co.plata PART ~ and/or PARY ~ b.low. , ' If you Indlc.t. a diffarant taM rata, pl.... atat. your ,,' ' . rel.tlon.hlp to decad.nt, PART ~ 1AX R~TU~N - ~OMPUTATION LINE 1, Ooto E.toblllhod 2. Account Balanca 5. Parcant T.Mabla ~. A.aunt Subjact to TaM S. 0_" and Daduct!on. 6. AMOUnt TaMabla 7. TaM Rata 8. TaM Dua PART [!] DATE PAID DEBTS AND f-Aif' ','.~ 1 2 3 4 ' ,",''' 5' -:' "",, "6 7: 8 DEDUCTIONS CLAIMED ,Ai( (ii. .lOlli, "RUST ';CCCUI1,S "F 1 2 3 X 4 5 6 7 X a .... I 'If. ./ ~'1) .:... , , .." 7;':'~, i').: ,.,.., ;.'.' , '"-~::> :..~ , I.;". :.~ ~.'(:~: "':; ~;',~', :P ~" DESCRIPTION AMOUNT PAID PAYEE IV , {t..<H\..-h\..c''"r rl.e...-'\'-f'L..-' t':'- I - ~ - .. ( -:--, '.' I.. ~,-:l J .J2 ',')1' I '4 ( " , .' " ( _ t' C , , , ! ~.J 7;;' r ':j4.' J. ,..,11__ :,),:,' TOTAL (Enter on Lina S of Ta. Computation) Undar pen.ltla. of perjury, I decl.ra that the faot. I cor.-loto to th. bOlt of .. kno.lodgo ond bollof. .iJL.\(teA-,.\. ,-() , c,} '-"'/ - . ,/u'."'Y;/I, . heva report ad abova .ra trua, correct ( Ii 7 ) ~ J\~ :'l.l( 71 ( ) and HOME WORK J REV-1548 EX AFP 112-94_ COMONW(AlIH or PENNSYlYANIA D[PAAI~Hf or REVENUE aUR[AU or INDIVIDUAL fAMrS PEP'. llO601 tlARAlsaURO, Pi 17UI-0601 /5.' '/3- II c..,. NOTICE or INNERITANCE TAX APPRAISE"ENT, ALLOWANCE OR OISALLOWANCE or OEDUCTIONs,. AND ASSESS"ENT or TAX ON JOINTLY HELO OR TRUST ASSETS DATI! 08-28-95 ESTATE OF KELLY GERALDINE S DATE OF DEATH 02-20-95 COUNTY CUMBERLAND FILE ND.dl-'i5-.:f'I'1 S.S/D,C, NO. 203-10-0591 ACN 95122633 GERALDINE I WARD C/D KELLY 820 LISBURN RD 8D4 CAMP HILL PA 17011 REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A.aunt R.nltt.d CUT ALOND THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:is4-a-iif-AFP--ri1i:94j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-28-95 ESTATE OF KELLY GERALDINE S DATE DF DEATH 02-20-95 CDUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 203-10-0591 TAX RETURN WAS, (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 95122633 FINANCIAL INSTITUTION, FARMERS TRUST COMPANY ACCOUNT NO, 11-63345 TYPE OF ACCOUNT, () SAVINGS 1 Xl CHECKING 1 ) TRUST 1 ) TIME CERTIFICATE DATE ESTABLISHED 02-18-93 Account Balance Percent Taxable ~ Amount Subject to Tax Debts and Deductions Taxabla Amount Tax Rate X Tax Due 176.00 0.500 88.00 231. 22 .00 ,06 .00 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 RECEIPT NUMBER DISCOUNT 1 +) INTEREST (-) AMOUNT PAID . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE IF PAID AFTER THIS DATE, SEE REUERSE FOR CALCULATION OF ADDITIONAL INTEREST, . IF TOTAL DUE IS LESS TH.N fl. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS, I .00 .00 .00 .00