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HomeMy WebLinkAbout95-00567 ..~' \'. "! "..i ,'. , ",i, ";,;1. .,t"!' . REY-1543 EX AFP (S-941*, COHHOHWEALTH OF PENNSYLVANIA DEPARTHfNT OF RfVENUE BUREAU OF INDIVIDUAL TAXES DEPT. ZID6Dl ItARRlSIURQ, PA 11UI.D6Dl 15-1'7 - I INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 -95-~7>7 95126358 06-19-95 CARL M MCWHORTER 20A W SPRINGYILLE RD 80ILING SPRINGS PA 17007 TYPE OF ACCOUNT ~ SAVINGS CHECKING TRUST CERTIfiCATE REHIT PAYHENT AND fORHS Tal REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ESTATE OF SYMBOLENE MCWHORTER S.S. NO. 526-34-3071 DATE OF DEATH 02-24-95 COUNTY CUMBERLAND PHCBANK h.. provld.d the D.p.rt.ent with the Infor..Uon lht.d b.low which hu b..n u.ed In C8lculaUng the pot.ntlal t.M due. Th.lr racord. Indlcata th.t ot t~ d..th of tha abova dacadant, you wara a Joint own.r/b.n.flclary of this account. If you '..1 thIs Infor..tlon I. Incorract, pl.... obtain wrltt.n corr.ctlon fro. the financial In.tltutlon, .ttach . copy to thl. fora end return It to the abova .ddr.... This account I. t.Mable In accordanca with tha Inharltanca T.M llw, of tha Co..onw.alth 0' P.nn.ylvanl.. Qu.,tlon. ..y ba .n....r.d by ~alllnll (111) 111.15Z7. COMPLETE PART 1 BELOW . . . SEE REYERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Account No. 5140425572 Dat. 1l-01-S2 E.tablhhed Account aalance Parcant Taxable A.ount Subjact to Tal( Rata PotentJal Tax Du. To Inlur. prop.r credIt to your .ccount, two (Z) copl.. of thl. notlca .u.t Iccoapany your pay..nt to tha Aagl.t.r of Wills. "aka ch.ck payabl. tOI "A.gl.tar of WIll., Agent". PART [!] 10.078.44 50.000 5.039.22 .066",.J .A-5' 755.88 TAXPAYER RESPONSE FAILUR!TO R!SPOND ifILL REBULTIN'AN OFFICIAL TAX ASS!SSHENT BASED ON THIS NOnC!: x NOTEI If t.M paYlant. ar. ..d. within thr.. ()) lonths of the d.cadent's data 0' d..th, you .ay d.duct . S~ dl.count 0' the taM du.. Any Inherlt.nca taM due will bacoee d.llnquent nln. (9) .onth. .,t.r the d.ta of d..th. Tax x [CHECK ] ONE BLOCK ONLY A. E:J Tha above Infor..tlon and taM dua Is corract. 1. You .ay chao.. to ra.lt p.ye.nt to the A.gl.tar of Wills with two copla. 0' this not Ie. to obt.ln . discount or Ivold Intar..t, or you ..y chack bo. "A" ~ r.turn this notlca to tha Aaglstar 0' Wills and an official a........t will ba Issuad by the PA Daplr...nt of Ravanull. B. E:J Th. above .".t ha. b.an or will ba r.portad and taM paid with the Pannlylvanl. Inh.rltanc. ta. return to b. ,Il.d by the d.cad.nt'. r.pre.ent.tlva. C. ~h. above In'or~atlon J~ncorract and/o~.bt. and d.ductlon. w.ra paid by you. You MUlt co.pl.t. PAAT l!J and/or PART L!J balow, If you indicata a different tax r.te, plee.a .tat. your ral.tion.hJp to decedent, OFFICIAL USE ONLY OAAF PA.DEPARTHENT.OFREYENUE PART ~ TAX RETURN - COMPUTATION OF TAX LINE 1. D.ta e.t.blJ.had 1 2. Account aalanca 2 3. Parcent T8x.ble 3 W 4. A.ount Subject to Tex 4 5. Debt. and Deduction. 5 6. A.ount T.xabl. 6 7. Tax Rat. 7 w a. Tex Due 8 ON JOINT/TRUST ACCOUNTS \\~~I -8'2. \0,6"7g.'-1Y ..!iO 5""03". '2.:z. .s-t. ~ 7,"7 (. .0 b Z?f DE8TS AND DEDUCTIONS PAD 1 2 3 4' 5 6 7 8 CLAIMED PART I!l DATE PAID ..2-.2- '-~ ~ "9!1' - -Ii PAYEE DESCRIPTION AMOUNT PAID - 1'0 ,;OJ ~"tt., .c.: /) .. "c;. .c:; ~C no c,. K bD TOTAL (Enter on Line 5 of Tax ConputatJonJ . ,L6 Under panaltJ.. of perjury, I declara thet the fact. I co.pl.t. to tha be.t of .y knowledge end belief. have reported above era true, correct HOME (7/7) :15"8 - If" '7V WORK ( 1 ~~,., '" TELEPHONE NUMBER and I' I j , I I j , , I .j j I l j I '\ 'i i "I JI .."." .'._' -- GENERAL INFORMATION 1. FAILUR! TO RES'DHD WILL RESULT IN AN OFfICIAL TAX ASSESSHENT with appltCebl. inter... ba.-.:t on In'or..uon .ut.lttlld bJj' tt. financlll In.tltutlon. Z. ImerltMC' h. ~... dallnque,nt nIne ""tha aft.r the dft'''*'t'l d.t, 0' d..th. I. A Joint acODWtt h "MIIbla .v.., though the d.CllNMnt'l n... .... IMtded .. . "U.r 0' convanlWlCI. ~. ACCOWlll (lnaJudlng tho.. held b.t...." hulband and wlf.) which the decadent put In Joint n.... ..lthln one we.,. prior to death ara full>> taxMle .1 tr""'lr.. I. Acoounh ..t_U.n.d Jolnth b.t....... husband IInd wU, .r. thM one nar prIor to cfaath ara not t'.llbla. ,. Aocounh MJd by a dec.dWlt "In trua' for" WtOtMr or other. .r. tlllabl. fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPDNSE I. _Loa: A .. If ttMI In'or..Uon and COIlpUt.tlon 1n the notice Ir. correct and deductions are not beina cJa.Met, placa ." "X" In block ..... of Pa,.t 1 of the "TaxpaYlr A..pon.... .aotlon. Sign two cop I.. and .ue-It thu wIth Your check 'or the MOunt of tax to the Aeglatar 0' NUh 0' the county Indicated. Th. PA D,p.rt..". of Aavenue will luu. M o'f!cl.. ........,. (For. REV-1MI EX) upon rec'lpt of the return frH thtl R.gllt.r 0' WUh. I. .LOCk." If ttt. ....t 'PlCHlad on this notlu hII. b.." or .,111 be r.port.d and tax paId with the P""'.>>,I"..," InharltMe' lax Rltum fUN by ttMl decadent'. nfJr......t.uv.. pl~. an "X" In block ..... of P.rt 1 of the "TIMp.y.r A..pon.... .eotlDr'l. Sian one cop>>, and r.turn to the PA Dap.rtaent 0' R.v~. lura.u of Jndlvlduel Taxa., Dapt Z10601, H.rrlsburg, PA 171ll-0601 In ~ anwlope provJ...,. S. Iloa C ... If u,. notle. In'or..Uon h Inc:orr.ct and/or deductions .ra baIng cl.l.ad, check block "e"' and cOSlpl_ta hrh Z and 5 .coordl,. to the Jnstructlon. b.low. SIgn two copl.. and 'w.1t thee ..lth your check for the MOlMlt of taM pay.tJle to tha R.,ht.r of "UII of tfM county Indlc.tact. Tt. PA D.part.."t of A.venu. wUI Inue WI officIal ........"t (for. RtY-1541 EX) upon receipt of the raturn froe the Aagllt.r 0' Wllh. TAX RETURN - PART 2 - TAX COMPUTATION liNE 1. Enter the det. the accCUlt orlglMlb .... a.t.t)lhhad or titled In the .elVtlr .xllUnll at d.t. of d.ath. frCITEI for a d.cl8d."t dying .tt.r JUll/ll1 ACCOWlh whIch the d.cadent put In JoInt n.... ..lthln 0fMI (I) yur of death .r. t.._J. fully e, tr.".fer.. However, there II en eMc1uaJon not to axc'ad 15,000 per tran.far.. r.gardJ... 0' the value of the account or thP nuaber of HGCMI1ts held. If a ~Ia ..tarl.k (..) appear. befora your flr.t n... In the addral, portIon of thl. notlca, the 15,000 .xclu'lon .lr..... has been deductact fr~ the ICCOW'lt b.lanc. a. reported by the flnenel.1 In.tltutlon. 2. Ent.r the total bahnc. 0' the eccount InclUdlna Int.ra.t IItCcruH to the det. of de.th. """,..., }. The percent of the accOU1t that I. texable for allch aurvlvor II dat.r.lned .. '011011.1 '" ~ ~ A. The percent hMabl. for Joint ...... ..t.tJlhh.d IIOre "*' one Y.lr prIor to the dec.dent", ~t;lh -~ . j )( 101 . PERCEHT ;r~J(A'lE ~ :0 ::am ll' 0 ... (j I DJVlDED IV E....I.. TorAl HUfrtI[R OF JOJNT DWHEAS A Joint ....t rlghtarl8d c F .167 X loa . 16.7X (TAXABLE fOR EAat SURY~) DIVJDED IY TOTAL NUHIER OF SURVJVJHQ .JOINT OWNERS In the n... of the dec.dent end two other parson,. I DIVJDED IV S (JOJNT OWNERS) DIVIDl:D IY 2 (SURVJVORS) . I. The percent ta.abla for ..,.t. cr.at.d ..I thin one y.ar of the dec'dent", d..th or account. oNnld by the decadent but held In tru.t for .-,ott\,r IndlvlduaU.) (tru.t ben.flcl.rl..h -c N ~n, ~ ~;.l the n... of the dec.dent Md two other parsona IInd establhhed within one y..r of d..th by 1 DJVJDED IV TOTAL I<<JHI[R Of SURVIVJNG JOINT OWNERS OR TRUST BENEFICJARJES )( 100 . PERCENT TAXAILE VI '.) Exaapl.1 JoInt account r.gl.t.rad In the decedent. IV 2 ($URVIVORS) . .50 X 100 . 50;( (TAXABLE FOR EACH SURVJVOR) 1 DJVIDED 4. The a~t subJ.ct to taM (lIne 4) I. dat.r.lnad by aultlplylng the .ccount balanc. (1In. 2) by the p.rcant taxabl. (lJn. 5). 5. Entar the total of the dabts and d.ductlon. 11ltad In Pert 5. 6. The nount taxabJ. (l1ne 6) h d.taralned by 'ubtractlng the d.bh and deduction. Ulna 5) fro. the uount .ObJ.ct to tax Uln. 4). 7. Entar the approprlat. tax rata Ulna 7) .. dat.r_Jn.d balow, A. For d.t.. of d.ath occurrIng .tt.r 6/50/94, the tax rata. 'or tran.f.r. to 'POU'" ara .. 'ollow., 1. D.ta. of death on or aft.r 711194 and b.for. 111196 the rata 11 U. 2. D.t.. of d..th on or aft.r 1/1/96 and befar. 1/1/97 the r.t. I. ~. J. D.t.. of death on or att.r IIJ/97 end befon 111191 the rat. 11 IX. 4. D.t.. of death on or .tt.r 1/119. tran.f.r. to 'pouse. wIll be .M..t frOll tlx. Hote. for data. of dNth prior to 711/94 tranlf.r, to .POU... ara t."abl. at 6X. I. Tran,'.r. to Unaal d"cendanta Inczludlna father, aother, .on, daughtlr, grandchildren, .on..Jn"I..., dauohtar-In-l..., .tapchUd and thalr hsua ara tIM.tJI. .t .he parc."t (6)0. C. Tran...r. to .U other. IncludIng broth.r, .t-tar, unci., IU'lt, naphew and nl.ca .r. taxable at flft.." percent U5iU. D. If YOU change the tlM rat., pl.... .paclfy your r.lat1on.hlp to the decadent In the ar.. provided. .. The MOUnt 0' ... due Ulna I) h d.t.raJned by ..,ltlpJylng the aIIOUIlt tlMabla (Un. 6) by the tax rat. UJna 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allow.tJla dtlbh W1d daduot1on. ar. d.taralned .. follON" A. You lag.llY ara re.ponllble for pa~t, or tt. .,t.t. 'ubJact to Itdelnlltr.t1on by . perlonal rapr....,..t1v. II In,ufflclent to PlY tha deductible It.... B. You actually paId the dMlt. _tt.r d.ath 0' tha d.ced..,t and c.., furnIsh proof of p.y.."t. C. Debt. baing clal-.d lU.t be It..I~.d fUlly In Part}. If addItIonal 'pac. I. naadad, u.a pl.ln paper. Ill- x II". Proof of P'YMf'It .Iy ba r.qu..tad by the PA Dap.rtunt of A.venue. .i................... ...... '.' '.....ii... ......i ..i'. ......i<T AXPAYERiASSIST ANCEi "" '.<<i'i> i......... .........ii.i ". :..: :'O'i ..... ,i ':.' IF'. YOU '.. NEED. FURTHER <INFORMATION '.. OR ' ASSISTANCE, :.' CONTACT. 'ANY 0:, ,,:....,i... .. . i'ii, .....,>RE9ISTER...OFWILLS i.PA'DEPARTMENTOF'REVENUE DISTRICT. OFFICE: i<i.:i' ,i,'OR> CALL THE BUREAU OF. INDIVIDUAL TAXES .' ... TAXPAVER INQUIRY UNIT IN> . .... .: OHARRIliBURG . AT:. (717) ':. 787-832VTDD. ....(717)?72~2252: CHEARINBiIHPAIRED." ONL V): I REY-1548 EX AFP 112-94* CottltONWfALTH OF' POMSVLVAHIA tJ(PARntVn or REVENUE IUR[AU OF INDIYIDUAL TAXEI DEPT. 110611 HARRISBURC, PA 17UI.UOl 15-J!7-1 ~ NOTICE DF INNERITANCE TAX APPRAISEMENT. ALLOHANCE DR DISALLDHANCE Of DEDUCTION" to AND ASSESSHEHT OF TAX ON JOINTLY nELD OR TRUST ASSETS DAT! 09-25-95 ESTATE OF MCWHORTER SYMBDLENE DATE OF DEATH 02-24-95 COUNTY CUMBERLAND FILE ND. ;</-t)S-SfD'7 S.S/O.C. NO. 526-34-3071 ACN 95126358 CARL M MCWHORTER JR 20A W SPRINGVILLE RD BDILING SPRINGS PA 17007 REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Aaount R..ltt.d CUT ALONG THIS LINI! ~ RETAIN LOWI!R PORnON FOR YOUR RECORDS ..... RiE'v=isiia-ix--AFii-iiif=94i----------------------------.-----.------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISI!MENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-25-95 ESTATE OF MCWHORTER SYMBOLENE DATE OF DEATH 02-24-95 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 526-34-3071 TAX RETURN WAS, (XI ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 95126358 FINANCIAL INSTITUTION. PNCBANK ACCOUNT NO. 5140425572 TYPE OF ACCOUNT. I) SAVINGS 110 CHECKING I ) TRUST ( I TIME CERTIFICATE DATE ESTABLISHED 11-01-B2 Account Balance Percent Ta~eb1e X Amount Subject to Tax Debts and Deductions Ta~ab1e Amount Tax Rat. X Ta~ DUB 10,07B.44 0.500 5.039.22 5,667.76 .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 DISCOUNT 1+) INTEREST 1-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . If PAID AfTER THIS OATE, SEE REVERSE fOR CALCULATION Of AODITIONAL INTEREST. . I IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTEO AS A "CREOIT" I CRI, YOU HAY SE ~UE A REf UNO. SEE REVERSE SlOE Of THIS fORH fOR INSTRUCTION.. I .00 .00 .00 .00 .pa'.lnltl_:I .q ..,.. ,n"..ur lluotUppa 'altnON 1l4, UO &MCMfI '"p uon"ndIIa:t '''J"uI 1l4. ~'U' .... '1 .U.....d II ..u.......~.'o _"P ... puo....q .....p CSt) UII'"" 0' UOIUThlttn ".".,Ut ... ,o-U'" tll" ,u.nbUII'P 'MOHq .., '"4' ..IU_ panni nnOff ...uy... ID~Y4 1B3I31HI A1IYO X 1H3nbNI130 BAVa 40 13BNnN X aIVdNn XY1 40 3~NV1YU a 1B3131NI lUOOO' .. 16" 261000' .. ""'1-"'61 lUaU. .. "'I toroOO' .11 '''1-'''' tuOOO. .. L161 "UJIHIJ ~""-JuJ 1'111.0 IJla "''''JuI mx IIJ1K1TtO, "UOOO' 'StoOO' IUOOO' 'CUOO' '''lOU' '.'J"UI... "61 n61 ""I 1161 116' .. pa._,n:tl_o II "1 .n .11 ... ." "U'l;tll,d JU"',uJ Allla "-a JU"'JuI ~ la"a 5661 ~no."n n61 "0' ...... .......UI '1q8:1l1ddlt ~1 '''''''IH'o 'UH'''.deQ 'd ~, ...q pe~ .,... '-If' ~U" "'1.,1, ..lpuel.:I 0' ...aA "'Ipuel_l;t -..j ......^ 111" 'P14" .,... - ,. ".".,ul "'I.q ITI" 2161 'I AJenu.r "'U' "'0 UO 'uenbUU.p "'Hq lflll4ft nM', Tn ''''1000' 10 a,... "'IIIP . ,. pa'-Tn:ttu anI.MI "'.d ,UII:t...d (X,) .1' '0 "1" !Mf' ,. IIU"ul "'_aq 2161 '1 ..........r '''Ojlq 'uanbUlt.p "'lMq lflll'f" "OJ .'uee....d 10 ',Ip lMf' 0' ''I''IP 10 a,~ '"fa 110"1 Alp (1) ~ pua 'If.uoe (6) aulU "0 ,...:tuenIM.I1t1P 10 A.p ""'11 ~U" DutUU11.q paa",."lt '1 '''''.,UI IJI1H31HI 'PMOl1- I' PI.d .., 8'1' 10 ,unoOI'P OCS) 'UllClJ.d '''11 . 'lnlap 1.,U8pI:Hp '"4, "'.u- .'Ouoe ..,pueTIO II) ....", UT'I"" p,.d ., anp n, AUt II '!NlO)SIO ....0..... .,qe,oa.,",oo At.^n'''''IUI~ ,0 uonewtd.. UII ''OJ ClOn-^3IU 1I1"'P":taQ 'lJefI"'H . "0' u"nUH .'1 .lIUI....1'fU1 "0, .uanon",'ul.. ,.t1fOOq 11'1' '0 s: d.d..S .SOst-lIl Utl) IUOlfd 'O'0-tzU1 Yd 'a..nqs,.I"'H 'u'o'z .Jd3CJ 'U~ ""MII ,wn...., "Od 'Hil' 'IIMll ,lnpT^tPUI 10 M'J", '.,.,."aH 10 '''"''''.dea 'd la, IlunT.... uI pa"."ppt I8q PlncM.lt .u....... 'I'"~ uo P''''"oll.rp '''OJ.I. t.n,o.:J ISHOU:l;iHIKJ) ~U'IUII -NINCI' ,..no) .lue'ld..O I4.A o. t.adHn tlO ""n.,uel'''dI.I t.uoued 811' '0 .unolla '"f' 10 "PM 11'1' .. paUtl"',.p .I.n.. '"f' ."." o. Dun".e_. 110 '1201-Intl 'd 'a..nq.t~"'H '1201lZ ,.daQ ".'edd, jO P.I.Of 'WMJI"'II jO .ue""'d.O 'd ~I o. ".U..d u.n'....... IAq ,ouON ''If' jO ,dl'~1.I '0 .....p CO,) A'.,. UI'flI" .o.rqo ~.. '::.nON "'1' lID UMCMf' II "......U, ..0 ~l.WlO"tP BulpnTOUf) ... 10 .UN...... ~o ,uonetnpep 10 'lIUI"OtT"'p ..0 .lIUIt..ol1' '~u..aI'I"dda ~. ~.." PlII'n" .ou ".""Ut UT "t...d ~uy ISHDll)YID 'I~'UO P'''T'~I Du,...~) ZSZI-Zll (lll) 1001 '''Og-lll (tll) '."1 B~nq'I".I'H "HI UI'Rt" put 'IUI"IAlUuld "'T"no '0502-29C-00.-l 'IUI"'''.wad UI IDUI.lSP"'O ....OJ .101 ....qenu lilt".... Bu'........ "ncxj.'" '_'Did. 8'1' SUITt.1I Aq ..0 "01110 tOI....tO 1RUI".zt n ''4' jO IOu. '.l1t" jO .....tD.1f 11'1' '0 011'"0 11'1' ,. .,qeJt.". .... 'UOUllll1dd, 'UU1-MIU ..MIl ...t'3 pull ':MIlI".IMfUI .lue"t"...~Uld 10 pun, III ~oJ uaUnnddf.. '" Dun'ldlIo::l "q PI"Inba.. .q ..... 'U.lrq..1 ... ~n lID ptI'lanbe'" .OU .... '1::11,," '..pe.lO ... . '0 pun,... , IIH)) DNrloIlH .M', 8'1' o. PltTddI .I1pU,..... "'" 'I.... 'anp .q ..... 'IlIt'l" tI'J'~u, AUI 0' Plttddl .q '1.111 tt.4' PI^TIII..1 .,ua.A.d ,n 'JNln' '5111" .:10 1f115U31f 10' 'lqlA.d .I'P"o ....UOI ..0 ~ ')fIN .._ ..p,' ....."..1 8'1' uo pa,uI"'d 'tit" 10 .I'..ID'II '"f' o. .ue.Aud .InoA """ ..~ put ':lUOff "'1' '0 UOn"'od do. ~, 'P8'1Q 11NlHA'd .10...2 uonDIIs 'sod Il) 'l64t '0 zz to, ',It, .'1 ....'1 pUll .~lI.1MfUI 1'4' 10 0"12 uono.s 10 ..ua....,nb... "I' ttUlnj oJ. I~UDH .:10 3SDcRI1d '. -,', \:',J '" , ~. > ,~ I- n '''':1 (:ill..:'" in p, i' --:d::.i OU \"""~-".'''"",,=;'(';;'~~I'''''I'\'-1:>~~''-''~~0Y'F'''~!~~~''':-