HomeMy WebLinkAbout95-00583
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REV-1543 EX AFP (8-941_
CDHHOHWEU TH Of "iofHHSVlVAHIA
DEPAAtHE:NT OF REYE:HlE
BUREAU Of INDIVIDUAL tAMES
DEPT. ZlD601
IlAAAlIIUAa, PA nUI-nol .
// ? Z-
15-' 7
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
C
FILE NO. 21 ~ 9.5=-.5';'3
95134562
07-19-95
ACN
DATE
ESTATE OF KATHLEEN MONSEES
5.5. NO. 556-46-2720
DATE OF DEATH 05-07-95
COUNTY CUMBErlLAND
TYPE OF ACCOUNT
~ SAVIHGS
CHECKIHG
TRUST
CERTIFICATE
REHIT PAYHEHT AHO FORH5 TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MM LINDA K STUMP
22 E KELLER ST
MECHANICSBURG
PA 17055
~C8~ ha. provided the Depertlent with the In'ar.atlan ll.t.d below whIch h.. been u.ed In c.lcul.tlnt the
potent III t.. ~. Their record, Indlcet. that at the death 0' the ~ dac.o.nt, YOU w.r. I Joint owner/~'lcl.ry 0' thl, ~count.
Z, you ,..1 thl. Infor..tlcn I. Incorrect, pl.... obt.ln wrlttan correction 'r.. thl ,Inanol.l Inltltutlon, atttch . copy to thl, 'or.
and r.turn It to the above add,.... Thlt acCcutt It tl_abl, In Ncordwtc, with the Im.rltanco Tax l.., 0' the C.........lth 0' PWWllyIVL.f\I..
-'-Uc':'SAtIt.,,~''''iLVk'(~'\l'~~irREVERSE""-SIUE-FlIR . FIL.lhli AND ""YIi..NI INI....IIlICIIUI'l~
Account No. 5080244912
D.t.
Eat.blhh.d
12-06-94
To Inaura proper crlldlt to you,. account, t...
(2) capl.. of thll notlc. .u.t .cca.p~v your
paYI~t to thl R.gllt.r of Willi. Hak. check
p.yabl. tOI "Rlgllt.,. a' Willi, Agant".
Acc.unt O.18"c. 1.103.69
P.rcent TaMabl. )( 100 . DO
A.aunt SubJ.ct t. T.. 1.103.69
T.. Rd. X .15
P.t...U.l T.. Du. 165.55
PART TAXPAYER RESPONSE
[!] I.. FAILURKTO R!SPOND..WILL RUUL T.IN AN OFFICIAL TAX ASSUSHI!tIT. BASED ON THIS.. MOnCK
A. ~ The abov. In'arllUon and tl)!: dUe .. cornct.
1. You ..y Choal' to r..lt p.y.ent to the A.gI,t.r 0' Willi with two copl.1 of thl, notlc. to obt.ln
. dl,count or .vald Int.r'lt. or you .IY check box "A" and r.turn thll not lea to the R.gI,t.,. of
Will. and an official ......-.nt will b. I..ued by the PA Dep.rt.ant 0' Aavenua.
HOTEl If tl)!: ply.~t, Ir. aldo within thr..
(SI aonth. 0' the d.cedent', d.t. of d..th,
you ..y deduct. 5X dl.count 0' the t.M du..
Any Inherltanc. ta. due will boca.. d.llnquent
nln. (91 aonthl a't.r the dlt. a' dI.th.
[CHECK ]
ONE
BLOCK
ONLY
I. c:J Th. abov. ....t h.1 b.en or will b. r.ported and tlM plld with the Pennlylvanl. Inherltanc. T'M r.turn
to b. 'lied by the d.c.dont'. r.pr..tnt.tlv..
C. c=J Th. above Infar.atlon I. Incarr.ct and/a~.btl and dlductlonl wer. p.ld by you.
You au.t cHIIllt. PART 0 and/or PART l!.J b.law.
If you Indlc.t. . dlffer.nt t.K r.t., pl.... .t.te your
r.lationshlp to d.c.dentl
PART
[!l
TAX RETURN - COMPUTATION OF TAX
LINr. 1. Dc.to E.l.blhhsd 1_
2. Account B.lanc. 2
5. p.,.cent Taxabl. 5 X
4. A.ount Subj.ct to T.x 4
S. D.bte and Daduction. 5
6. A~t Taxabl. 6
7. TaK Rat. 7 X
B. Tax Du. a
ON JOINT/TRUST ACCOUNTS
PART
~
DATE
DEBTS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL IEnt.r on Lln. 5 of T.x Coaput.tlon)
parjury, I dacl.r. th.t the fact. I
knowladg. and beli.f.
I
.
h.v. r.portad above
1'7/7>6
(7/7 >
cor.ract and
HOME
WORK
~
l'h'. .
GENERAL INFORMATION
-.
1. fAILURE TD RESPOND WILL RESULT IN AN OffICIAL TAX ASSESst1ENT ..lth IPPllclbl. Intlr..t b..ad on In'or.atlcn
.ubIIltt.d bw tho financial In.tltutlon.
2. Inharltanc. t.x b.cu.e. dallnquent nlna .onth. .,t.r tho d.c.dent., d.t. a' d..th.
S. A Joint eccaunt I. t.x.bl. aven though tha dac.dent'. n... .... .dded .. . .att.r a' canv.nl.nc..
~. Account. (Including tho.. held b.twe.n hu.band ~ wl,.1 which the dec.dent put In Joint n.... within ana w..r prior to
da.th .r. 'ullw t..lbl. .. tran,',rl.
5. Account. .,t~ll~ JointlY bet...en hu.band and wi'. .or. thin one y..r prior to d..th .r. not t.x.bl..
6. Account. hold by . dectdlnt -In tru.t 'or- eneth.r or cthlr. .r. t..abl. 'ully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
I. BLOCK A - If tho In'or..tlon and co~t.tlon In the notlc. .ra correct and d.ductlon. art not b.lng al.l.ed, plac. en -X-
In black -A- 0' P.rt I 0' the -T.xp.war A..pon..- ..ctlon. Sign two copl.. and .uhalt t~ with wour ch.ck 'Dr tho aeount 0'
t.x to tho Aaal.t.r a' Willi of tho county Indlc.t.d. th. PA D.p.rt..nt 0' A.vlnY. will I..ua an of,lcl.l ......eent
(For. REV-IS~I EX) upon r.calpt 0' tha return 'roe thl R.gl.tor 0' Will..
2. BLOCK I - I' tho ....t 'plcl'l.d an thl. notlca h.. b.en or will bo r.part.d end t.x p.ld ..Ith the Penn.wlvanl. Inherltanc.
T.x Raturn fll~ bw tho dec.dent'. r.pr...nt.tlv., plac. an ... In block -1- 0' P.rt 1 of tho -T.xp'v.r R..pons.- .eetlon. Sign on.
copw and r.turn to thl PA Dop.rt,ant 0' A.venu., Bur.au a' Indlvldu.1 T...., D.pt 210601, H.rrl.bUra, PA 17121.060L In tho
.nv.lopo provided.
3. BLOCK C - If thl notlc. In'ore.tlon It Incorrect andlar d~t1on. or. b.lng clal.ad, chick black -c- end cOIlpI.t. Parts 2 and 3
IICcordlng to tho In,tructlonl b.low. sian two capln end .utMI!t t".. with wour check 'Dr tho POl.W'It of tlx p'vabl. to thl R'ahter
_.._-------......._,~ _......._._.____._...~_____.__.._.____ . ..r.
of tho r.turn 'roe tho Regl,t'r 0' Will..
TAX RETURN - PART Z - TAX COMPUTATION
LINE
1. Ent.r the d.t. tho account orlaln.llw .... ..tlbll.hld or tltlld In the .anner .xl.tlng at data of d..th.
HOtEl For a d.c.dent dvln1 ,'t.r Il1ll/ll. Account. which the dac.dent put In Joint n.... within on. (1) w'.r a' da.th .r.
ta.abl. 'ully '1 tran,'.rl. How.v.r, thar. I. an ..clu.lon not to ..c..d '5,000 p.r tran,'.r.. r.o.rdl... 0' tho valu. of
tho account or the nueblr a' .ccount. h.ld.
If . double .,t.rl.k (M.) appa.r. b.for. wour 'Ir.t n... In the .ddr... portion 0' thl. notlc., tho 'S,OOD e.clu.lon
.Ira"', hi, bean deducted 'r.. the ~count ".Ianc. II reported bw the flnancl.l In.tltutlan.
2. Entlr the tot.l balanc. 0' tho account Inchldlng Inter..t accrued to tho d.t. a' d..th.
5. Tho percent 0' thl account that II taxabl. for atch .urvlvor I' d.t.r.lned .1 fallow"
A. The p.rcant taxabl. 'or Joint ....t. a.tlblllhld aor. than an. w..r prior to tho decedent.. de.thl
1 DIVIDED IV TOTAL HUHIEA OF
JOINT OWNERS
Exaapl" A Joint ....t r.gl.t.r'd
, I)
Cd
DIVIDtD IV TOTAL NUttIEA OF X 100 . PERCENT TAXABLE
SURVIVING JOIHT OWNERS
In thl n.. 0' tha decedent end two other p.rson..
1 DIVIDED IV 3 (JOINT OWNERS) OIVlDED IY l (SURVIVORS) . .167 X )00 . 16.7X (TAXAllE FOR EACH SURVIVOR)
.,
I
B. Tho p.rcent t.xabl. far ...." cra.tad within ani w.ar 0' tho dKadent', de.th or eccounts awned bW tho d.cedant bW't h.ld
In tru.t 'or anothar IncUvldualC1J (tru.t bonellclerlu).
..,
1 DIVIDED IV TOTAL HOHlER OF SURVIVING JDIHT
OWNERS OR TRUST BENEFICIARIES
X laD . PERCENT TAXAILE
,)
Exaapl'l Joint ICCount reglltored In thl n..e 0' tha d.cadent and two other person. and e.tabllthld within ani y..,. 0' de.th bw
tho deced."t. \:
1 DIVII)[D IV 2 (SURVIVORSJ . .50 X 100 . 50l( (lAXAlLE FOR EACH SURVIVORI ' .,
~. The 'Rl.Vlt .ubJect to t.x Uln. ~J It dehr.lned by .ulttphlng tho IICCDlont b.lanc. Ulna Z) bw tho parc.nt tuebl. Uln. S).
5. Ent.r tho total of the d.bt. and daductlon, II.t.d In Part 5.
6. Th. aRl.Vlt taxabll (line 6) I, dat.r.lnad by ,ubtr.ctlng tho d.bt. and d.ductlon. (1In. 5J 'roa tho .aDlont .ubJ.ct to t.x (1In. ~J.
7. En"r the eoprOPrlet. tlX r.ta (11M 7) ". dlltul'ln.-j b.lau.
A. For d.ta. Df da.th occurring .,t.r 6/S0/9~, tho t.x r.t., 'or tranlf.rl to 'POUI" ar. al 'allaw"
1. D.t., of da.th an or ,'t.r 7/1/9. and b,'or. 1/1/96 the r.t. I' 5X.
2. D.t., of d..th on or a,t.r 1/1/9' and be'ora 1/1/97 the rat. I' lX.
5. D.t.. 0' d..th on or I,t.r 1/1/97 and bo'or. 1/1/91 the r.t. I. IX.
~. Dlt.. of de.th on or .,tar 1/1/91 tran,'orl to .pau... will b. .x.apt 'roe t...
Nat., Far d.t.. of do.th prior to 7/1/94 tran,'.r. to .pau... .r. tax.bl. .t 6X.
I. Trantler. to l1n..1 dolcondanh InclucUna 10thI', IeIthar, lon, daughtar, grandchildren, ,,",-In-Iaw,
daughter-In-law, ,tapchlld end their I..ua .r. t.xable .t .Ix p.rcent (6X).
C. Trenlf.r, to .11 oth.r. InclUding brother, .I.t.r, unci., aunt, naph.w end niece .r. t.xabl. at ,I,t.an p.rcent (15X).
D. If wou chlnga thl tax r.t., pl.... lpoclh wour rel.tlonshlp to thl decadlnt In the ar.. provided.
I. Tho aaount 0' tax due (11,... I) II dat.r.lnod bw IUltlplwlna thl aeount t.xabl. (II,... ,) bw tho t.x r.t. (11,... 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt, and dlduotlon. .r. dot.r.lned .. 'ollaw'l
A. You lq.l1v ara rupon.lbl. 'or plyMnt, or the ..t.t. lubJ.ct to "Inlttratlan bv . persan.l nprllent.tlv. .. In,u''lolent
to p.y thl dedUctible It....
I. You IHlwllh p.ld thl dlbt. .ftor da.th 0' thl d.cedent end can furnlth prao' 0' p.,.."t.
C. Debt' b.ln: cl.lead .u.t ba It..laad 'ullw In P.rt 5. If additional .pee. I. naoded, u.. pl.ln paper' 1/2- . 11-. Proo' 0'
p.w.ant ..w b. r.qua.t.d bw tho PA Dep.rt.ant a' R.vanue.
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. TDD' (7171 772-2252 (HEARING IMPAIRED ONLYI
-.' _.. ..- -.~. .... ..
,
----------,~----------- -------- ----- ----- -- ------------
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D'.. .,.. AA. 0'4 8' 'OS' () . COMMONWEALTH OF PENNSYLVANIA
NO., . DIPARTMINT OF RIVENUI ' . .
,.....- "-.. ..- .'.' ..' .... ...... -.-....- ... .......- ,',' -.... ..-......
OFFICIAL RECEIPT- PENNSYLVANIA INHERITANCE ANDESTATETAX
'1y.1"'nl~"'1
.~..Iri' "..\1'.
~
RECEIYED FROM:
a
ACN
ASSESSMENT r:t
CONTROL GI
NUMBER
AMOUNT
LINDA K STUMP
'i'013'+062
.107.ee
2e EAST KELLER STREET
MECHANICSBURa PA 170~~
,
J
ESTATE INFORMATION,
I':t FI E NUMBER
g e 1-1 'i''i'~-O~S3
EJ NAME OF DECEDENT (LAST)
II DATE OF PAVMENT
EJ POSTMAR E
COUNTV
S8N ~:56-tI6-e720
(FIRST) IMI)
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
.1:57.28
LINDA K STUMP
SEAL
CHECK" 1164
REGISTER OF WILLS
..-_ _______._____ --_-...-~~._-c___~..~.__:__,--.~,-.---- -- - -- --- - -'- --;'---,- -----
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To fUlfill the raqulreeent. of IIotlon 1140 of tho Inhlrlt~oa and E.tlta Tox Act, Act ZZ 0' 1991. (71 P.I.
Section 1140).
DotltOh the top porUon a' thlt NoUea and .....It with wour p'want to thl Retast.r of WI Us printed on tho
rove"s .Ide.
n "_e check or ...,., order p.w..de tal RfClSTER Of' WULlt AGtHT.
AU paYlM"h rec.lved ahIIll flnt be appU'" to ." Int.ro.t which .., be ckII, with ." 1"'_1,.1'" ...,1I11d to the tax.
A nfund of . t.. crlldlt, which .... not requll.ttd on the tax return, .., be r....ted bW coapleUng ... -AppllcaUon
for Rafund of penn.wlvenl. Inhlrlt~e and E.t.t. Tax- CREV-ISIS). application. .r. .vellable .t the a'flc. of
thll Reght.r of Willi, on, 0' the U RwtII'lUI DI.trlct Offlc.. or b, c.Ulng tM ,,"1.1 24-hoUr on....rlnt .srvlca
~r' for for.. arderlngl In Penn"lvonl. 1-100-561-1050, out. Ida Pann.wlv.nl. and "Ithln local
Harrl'burg .r.. (717) 717-1094, TDD' (717) 771.2151 (Hoarlng 1~.lrod Onlw).
DI.JEClIDHSI an, p.rtw In Int.n.t not ..thfled with thl appnl.-.nt, ell_onc. or dl..Uowanc. 0' deduotlon. or ..........t
0' tax (Including dl.count 01'" Int.r..t) .. shown on \hI, Notlc. "W obJoct Mlthln ,IMtw (60) dlW' of rec.lpt of
thl. Notlc. bWI
--written prot.,t to the PA o.p.rt.-nt of R.venue. lo.rd of Appe.l.. Oapt. ZIIOZ1, H.rrlsburg, PA 17121-1011, OR
--.lootlng to h.v. the ..tt.r d.t.r.lnsd .t tho audit of thll account c' tho per,anal repr..entatlv., OR
--.....1 to tho Drphan.' Court
AI)ttlN-
IITRillVE
CDRR!CTlDHSI
DZSCClONTI
IHTERE:lTI
Footu.1 .rror. dl.cov.rlld on thl. .....seent shoUld hi Iddr...1d In writing tOI PA Dop'l"'t~t of Revenue,
Bun" of IndividUal T.x.., ATTNI Pa't A........,t A.vl... Unit, OEPT. 110601. Itorrllburg, PA 17121-0601
~ (717) 717-6501. I.. PIOI S of tho booklet -In.tructlan. for Inheritance T.x A.turn 'or _ R..ldant
Decedent" (REV-lS01) 'or an explon.tlon 0' edllnl.tr.tlv.IW corr.ctabl. error..
If snw tax due Is p.ld within thr.. (S) c.londlr aonth. ,'t.r ths decldent.. de.th, . flv. p.rcent (SX)
dl,count of the t.x Plld I. .IIOWld.
Int.r.,t I. ch.rged beginning with flr.t daW 0' dtllnquoncwt or nln. (,) IGnth. and one (I) dlW
'rOIl the d.te a' de.th, to the data 0' p.Wltlnt. T.... which bec... d.lInquent be'or. Januarw 1. I9IZ
ba.r Int.r..t .t tho r.t. of .IM ('~) Plrc~t per annua c.lcul.tad .t a d.II, r.t. of .000164.
All t.... which ~... d'llnquent on or .ft.r Januarw I. l,aZ will be.r Int.re.t It a r.te which will vlrw fr..
c'lend.r w..r to c.land.r we.r with thlt rete .nnouncld bw the PA Depert.-nt of Revenue. The sppllcebl.
Intere.t r.t.. for I'll through 1995 .rel
UII: tnt.rut Rete n.llv tnt.r.st F.etar UII: Intt,..t Ret. O.ltv Int.r.lt F.etor
1912 ZDX .000541 1917 'X .000247
I... lOX .0004S1 1'''-1991 IlX .000501
I... IU .000501 I.,. OX .000247
1'15 UX .000556 1995-1994 nc ,OOOltl
I... lOX .000274 199' 'X .000147
nlntor..t I. c.lcul.ted I' follow'.
INTEREBT . BALA~CE OF TAX UNPAID X HUftBER OF OAYS OELIHQUENT X DAILY INTEREBT FACTOR
.-Any Notlc. I..ued .,t.r tho t.x bec08l. dtll~t will r.'leot an Int.r..t calcul.tlon to fl,toen CIS) d.YI
bewond tM d.te a' the ........,..t. If p.,.-nt 1. aado aU.r the Intorllt c~t.Uon dat. .hown on the
Notlc.. addltlon.l Int.r..t su.t be c.lcul.ted.
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