HomeMy WebLinkAbout95-00593
--
--......-..-.-
~
4
.
-\
.
.
FRANZ T .
431 H SAURHAN
LEHOy~~H~~1 AVE
A 17043-1943
......'.
~,~
.~, \
I'M '
I ~.,
l!Jrar,' ,/
.-"
"
, 1
..... .l' _I"~.li ,I
~.....~ '
~;: (:jj~~:;fj -,-
-
--
.-
%t~~*~" ~~' \1.l ,\\5
c.\J~~~,,\~\0 Co c.1>J'~ \\o\.l~
c::.",,'("b~\..<;1.; \l~\ \ICl\~
,
,
I
!
11I1
1"111\",111,11111111111,1111,"11,1,',,"1,1".11I
,
)
Wf~~"--"'--'
~~"I<,' '
~'ri"",~:,,""""'''''>F~'''''''-''''-
.,.. .~--"
~
.,
.
!
I
,
,
i
,
"
I
, .
jl
,
...'.,...
i
\
,
,""
f
':
t
.
.f
/
...~ -J.
_~-.:' .~;.:=,C~."t ,~-==~=",_' --
. .'r~__
._-
r-
~-
(.
. "'. .
-
" r ,'," ,f?';:: ';_ -:,^, ;~;"Jt.~
~---""-"
,
I' .... \
-, \
~. t- '",
. I
.f
r-" ... ,
~- . -.\...
" I I ~"
,
"
I
,--~-"'-"--
_.~
1
~
,
,
'. 'I
+
~, -'
,-,--
;;"
,,-
,
.. ~.;j
,'. ~'
-~~"
"
, ~_;' (i}::~;' ~_::_:~Y,\"(:'" - -
,_ __'_-,- '_,' ,"t:(-
,,": .:~tt~;'Y~~:)"j:
II !1"aJilll I..Mils
'.-"
II.IU.
, ,
-^'~'-
Y',',
:', -,"-P,-"
--.,," - - ,<;-""
,~i-' .':_' ~.;_f:tf1" . . f' '-'
-- . -,>~,~, ' ~ ~.
,
',j"
.'~~ ~i ,:." .-
,
'i(<
.....;
,'"
. . : ",t.: :, .,t"'-:"~"";'~"~':;""'~":"
.. .:-~':;,'~::~ ',: ~-: " :-
-;-,~ .--,
-'t;'
:,,'~ ,.'1',',
, i: "
l~,-,;f~',
.', ",-"
.,.c," .
111 .~ J~"
-ft-
. ,':-r'
~."'~.
~,~_ 'n _,'i~----~~~;':~/;''''
.~~--',
'-;--i
~~.kI[IJI!l. _~u~if.;.:i' :- rr
,:","'1 ~
..:,/:;,S~
."'-
R" , '
nr."'f-"tfH
\oi_......-'--'\.
~- :fi~j: ':.~\ "
'l.':!~Ct~-i"! O(
:~"/:T!:;
- " '
.' ,'-'
.'-- --
"bh~:', "./ "
"p.:iIlOer\,an~ ,
,,'j,.
,
)
....~ '
~--
..~.--
~~~"
........""u~..,
.
,
Ii! b. -
.r..~",'-.i4' L_.~.__
_." ....... - -f-;:--'
~_~ '_-' " ." . -,/- :,,"-', I ,,,-; 1 '
'III' "_ ',' ,.,..
':',: ,..\ ;-.' {.
.. .' . I ~ ;.... '
,,'
",' 'l r: '."it
" /. i ....;, .
... 'f :,.... -.,
,;:~ ,':,:::', :,:l.'l~,','. ~::\:.~ ;\
'.~ri;;'/:'("""'" I,'f (~
","',- /~'7,:);. ;:;","!,
",' ":' .... .
,><' "-,\' ;:,,-.,~~.- '.....'
"',,' 'l
f,., : ~ ,'-
oJ' - . ~
-;~ "
:;
. ,.w.~
,:""""","
,--'I::
i,ct
.-,~-
d
i:.~'"
-"---'-<
~::';~:~: -
,
'I"_;:-'
~':-----'
,:,'
l,._
"
:'-
"
,,"-...-'-'. ,.
.~~ -.-. ---~.
'--"r----- '
_.:.,0, ,:-~.::~.:~. '....~._.
,'-I '--~-
-:.'-~:;';" -'
--'r~'~~~
,
--".:.."
.
( .
1
!
\
r
,I
l
l'
'.
i.
I
,
,
,
1
I
,
I
~
i
t
I
r
, '
i
.'
REV-1543 EX AFP 18-941_
CO""DHWEAlTH OF PENNSVLVANIA
DEPARTHEHT OF REVENUE
BUREAU or INDIVIDUAL TAMES
DEPT. ZlD6Dl
HARRISBURG, PI l11ZI-0601
/.t,--Clt- /2-
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
FRANZ T SAURMAN
431 HERMAN AVE
LEMOYNE PA 17043
NO.21 tr6-- ~-93
95120432
05-20-95
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYNENT AND FGRNS TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
ESTATE OF ELSIE I SAURMAN
5.5. NO. 186-07-1954
DATE OF DEATH 03-07-95
COUNTY CUMBERLAND
DAUPHIN DEPOSIT BK I T h.. provided the Dspart..nt with the Inlor..tlon 1I.tad balow which has bun uud In calCUlating the
potantla. t8M dua, Thalr r.cord. Indlcat. that at the d.ath of the above decadant, you ..ar. a Joint ownar/banaflclary of thl. account.
If you '..1 thl. Inlor..llon I, Incorrect, pl...a obt.ln written correctIon fro. the 'Inancla' In'lllutlon, attach. copy to thl. for.
end ,.aturn it to tha above .ddr.... This account II hubl. In accordanca with tha Inha"lt,,"ce TIX La... of the Co..ontlnlth of Pennnlvllnla.
Oul.tlon. .a~ be an.war'~ Ot call1ny (/11J 787-83l7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIO~S
Account No. 0010002766 0.1. 08-04-83
Est.bUshed
To In.ur. prop.r cr.dlt to your account. two
III cop I.. of thl. "otlca .u.t .cco~."y your
pa~..nt to the R.gl.t.r of Willi. Hak. chack
pa~abla tOI '"Raghtar of Wllh. Ag.nt".
Account B.lanc. 2,300.00
Perc.nt r.xable X 50.000
A.ount Subject to r.x 1,150.00
T.. R.I. K .06
Pot.nUal raM Du. 69 . 00
PART TAXPAYER RESPONSE
[!] I... FAILURE TO. RESPOND. WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
A, 0 Th. abova Infor.atlon and ta. due Is corr.ct.
1. You .ay choo.. 10 r..lt pay..nt to tha R.gl.tar of will. with two copl.. of thl. not lea to obtain
II dl.count or avoid Int.r..t, or YOU .ay ch.ck bOM "A" and r.turn thl. notlc. to the R.gl.t.r of
Will. and an offlcl_t ........nt will b. I..uad by the PA Dapart..nt of R.vlnu..
HOTEl If t.M pay..nt. ara .ad. within thr..
()I flonth. of the d.cad.nt', det. of d.ath,
you ..y deduct a 5X dl.count of tha taM dua.
Any Inh.rltanca taM dua will baco.a dallnquant
nln. (91 .onth, .ftar tha d.t. of de.th.
[CHECK l
ONE
BLOCK J
ONLY
B. c:J The .bova ....t h., b.an or will ba reportad and t.M p.ld with tha Pann.ylvanl. Inharltanca TaM raturn
to ba fll.d b~ tha dacedant., rapr...n,atlva.
C. ~ Tha above Infor..tlon I~nco"ract and/or dabt. and deduct lone war. paid by ~ou.
r You au.t coaplata PART l!J and/or PART m balow.
PART
~
TAX
LINE
If you Indicate a different taM rat., pl.... .tat. your
r.lotlon.hlp 10 d.c.d.nl I )OP'
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
Tr.~ or: JC:t:T."TrH':~T r.:CCU~:T!:
ReTURN - ::n~~:JTATICN or
1. Oat. E.t.blishad 1
2, Account Oalanca 2
3. P.rcant Taxabl. 3
4. AMount SUbjact to r.x 4
5, Dabt. and Deduction. 5
6. Allount T.xabl. 6
7, T.x Rate 7
8. raM Due 8
r-:.o
K
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
PART
~
DATE PAID
DESCRIPTION
PAYEE
AMOUNT PAID
o
-'\ -
'" ,
~
,
TOTAL CEnter on Lin. 5 of T.x Conput.t10n)
. I
Und.r paneltla. of perjury, I d.clar. that the
cORPlat. to the bast of ~y knoHladg. .nd b.lt.f.
3_ ~~n""'~
TAXPAYER ~R
fect. I haye r.ported .bove .ra true, corract .nd
HOME ( "I \ '") l "'\ b '\ ~ '-\ ~ I,
W~:~EP~ON~ N~MBE~
'.
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with applicable Int.'n' b.nd on Infor..Uon
lub.aUed bV thl financial InatltuUon.
r. Inh.rltance tlX bleo.,. d,llnquant nln. eonlhl ,ft.t the dlc,dln", data 0' d..th,
5. A Joint account I, 'IMabl. Iv'n though thl dlc.dant', n... .... added II . ..tt., of convenl.nca.
_. Account. (InclUding tho.. held b.'WI'" husband and wlfa) which thl dlced'nl put In Joint n.... withIn on. v..r prior to
d..th't. fullv t,..ble II ,ran.I.,..
S. Account. ntllb.Jlhad JointlY b.t...." hulbMd and wlf. lor, than on. v,.t prior to d.ath .t. not hlllbh,
.. Account. ~Id bv . dlCldlnt -In truI' for" another or other, .t. ".abl. fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
I. IlOCK A . If thl In'or..tlon end co~ut.\lon In thl notlcl .t. corr.ct and d.ductlon. .r. not b.lng clal_.d, placa ~ "X"
In block "A" of P.rt 1 of th. "Tltllply.r R..pon.... ..ctlon. Sign two cop I.. and .ub.1t th.a with your check for the nount of
t.. to the R.gl.t... of Will' of the county Indlcat.d. Th. PA D.p.rt.lnt of R.v.nu. will I"u, an of'lclal ........nt
CFor. R[V.1S~. EM. upon r.calpt 0' th. r.turn 'ro. tha R.gl,t... of will..
z. aLOCK 1 - If thl ....t .p.clfl.d on thl. not Ie. h., b.ln or will b. r.port.d end t.. paid with thl Plnn.vlvanla Inh.rltanc.
Tall R.turn ,1I.d by the d.c.d.nt'. r.pr.untatlVI, placl ~ "X" In block "a" of Part I of the "laxpav.r R..ponu" ..ctlon. Sign on.
copy end r.turn to thl PA Dlp.rt..nt of R.v.nu., Bur.au of Individual 'alii', D.pt 2aD6DI, Herrllburg, PA 17IZa-D6DI In the
anvalop. provld.d.
J. ILOCK C . If the notlc. Infor..tlon I. Incorr.ct andlor d.ductlon. .r. b.lng cl.I..d, chack block "C" and co.pl.ta P.tt. Z and J
according to th. In.tructlon. b.loM, "t'e" two rorl". antt tub.1t th.. with 'lto\lr chtlck fnt the ".ount of tall f1.yabla to tha R.ghtar
0' Will. 01 the county Indlcatad. Th. PA D.p.rta.nt of R.v.nu. will Illu. an official ........nt CFor. REV-15~a EK) upon r.calpt
of the raturn fro. the R.gl.t.r 0' Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Ent.r
HOTEl
thl d.t. thl account orlgln.lly w.. ..t.bll.had or tltlad In the aannar .Ill.tlng at d.t. of d..th.
For. d.c.dant dvlng .,t.r IZ/ll/arl Account. which the d.c.d.nt put In Joint n.... within on. CI) v.ar of d.ath ara
t.xabl. fully.. tran,'.r., How.v.r, th.r. I. an a.elu.lon not to a.c..d 'J,DDD p.r tran.far.. rlgardl..a of tha v.lu. of
the account or the ~b.r of .ccount. h.ld.
I' I doubl. a.t.rl.k (llll) app..rs b,'or. your 'Ir.t n... In the .ddr... portion 0' thl, not Ie., th. 'S,DDD ..elu.lon
alt..dv h.. b.an d.duct.d fro. tha account b.l.nc. .. r.port.d by tha flnancl.1 Inttltutlon.
Z. Ent.r the tot.1 b.lanc. 0' the account InCluding Int.ra.t accru.d to th. d.t. of d..th.
J. Tha p.rcent of the .ccount th.t I. t'll.bl. 'or .ach .urvlvor Is d.t.raln.d a. follow.'
A. Tha p.rc~t tallabl. 'or Joint ....t. a,tabll.h.d .or. than on. Vlat prior to tha d.cad.nt's d.athl
1 DIYIDED BY TOfAl HUtCB[R Of
JOun OWNERS
E.eaplal A Joint ....t r.gl.t.r.d
DIVIDED BY TOTAL HU"IER Of' X lOD . PERCENT TAXABLE
SURVIVING JOINf OWNERS
In th. na., of the d.cadlnt and two athlr p.rtonl.
I DIVIDED IV J (JOINf OWNERS) DIVIDED IV 2 ISURVIVORSl . .167 X lDD . 16.7iC ClAXAlLE FOR EACII SURVIVOR)
I. fh. p.rcent tallabl. for ....t. cr.at.d within an. v.ar 0' th. d,cld.nt's dlath or .ccount. own.d by the dlcad.nt but h.ld
In ttu.t 'or another IndlvlduaIC.) (tru.t bln.flclarl".1
1 DIVIDED BV TOfAl HU"BER OF SURVIVING JOINT
OWNERS DR TRUST BENEFICIARIES
X 100 . P[RC["T TAXAILE
Ell..plal Joint 8CCount raglltar.d In th. n... of the d.c.d.nt and two othar p.r.onl and altabll.h.d within on. v.ar of d..th by
th. d.c.dlnt.
1 DIVIDED IV 2 CSURVIVORS) . .SD )( 100 . 50;( ITAKAlLE FOR EAell SURVIVOR)
4. fhl a.ount .ubJlct to ta. Cllnl ~) I. dlt.raln.d bv .ultlplvlng the account balanc. Cllnl 2J by thl p.rc.nt tlllabl. Cline 3..
5. Ent.r the tot.l of the d.blt and d.ductlon. 1 ht.d In Part J.
fl. Th. aeount t.ltabl. Cllna bJ It daterelnad bv .uotractlng tn. a.u" and ulauctloll' 'lln. !:tl lt~. "'Ill O.vulIL .ullJlt.l IU \." 'IInl 'I..
7. Ent.r the approprlat. tIll rat. Cllnl 7J a. d.t.raln.d b.low.
A. For d.t.s of d.ath occurring .ltar 6/SD/94, the taM rat.. for tranlltr. to .pou.., ara a. fogoQ, \ri
I. oat.. of d..th on or afhr 711194 and b.fore 111/96 the rat. h SlC. .~ l '__:1
2. oat.. of d..th on or aft.r 1/1/96 and bafor. 1/1/97 thl rata I. 2:C.
J. Oat.. of death on or afhr 1/1197 and b.for. III 19ft the rlt. h lie. ....
Not.,4'F~~t::t:: =:'~~a~~ :~I:;t;: ~~:~:: :~:~:::~: :: :::~::: ::~I t::.:i:a:: :~~a t'll. l~i
a. Tran.fars to Iln.al d..c.ndant. Including 'athar, .oth.t, .on, daught.r, grandchildren, .on-ln-Iaw, I
d.ught.r-In-Iaw, ,tepchlld and th.lr I..u. are taltabl. at .Ill p.rc.nt C6:CJ. .
C. fran,f.rs to all oth.rs Including broth.r, .I,t.r, unci., aunt, n.phlw and nl.c. ar. ta.abl. at flft..n p';lrclnt
D. If vou chang, the talt rat., pl.... ,plclfv your r.latlonlhlp to the d.c.d.nt In thl ata. proYldad.
a. fha ..aunt of ta. dUI Clln. a. It d.t.reln'd bv lultlplylng the aaount h.abl. Clln. 6) by tha tIll rata ClIna l).
CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS!:CLAIMED\
- hJ
:rJ
~q ,"
ClSlC).
Allowable d.bt. and d.ductlon. ara d.t.r.ln.d al follow. I
A. You lagaJly .ra r"pon.lbl. for pIv..nt, or th. ..tat. ,ubJect to ad.lnlstratlon by . p.t.onal r.pr...nt.tlv. II In.ufflclant
to p.y the dlductlbla It....
a. You .etullly p.ld the d.bt. aftar d.ath 0' the d.c.dant and can furnl'h proof of pay.ant.
C. Dabll bllng dll..d au.t b. Ih.lud 'ully In Part 1. If additional .paca h nlld.d, u.. plain plp.r ft IIl- I( 11". Proof of
Plva.nt .av ba r.qu..tad bv th. PA Dlpart..nt of R.v.nul.
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 INDIV!DUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327, TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
PlIIPOst: Of
NOTICE.
To fulfill the r~lr.-.nt. of Section 2140 of the Jnherlt~c. ~ E,t.t. '1M Act, Act 22 of .991. (72 P.I.
leoUon 2140).
PAYJtENTI
htach the top portion of thh HoUe. IInd lubIIlt with your paYNnt to the Aqht.,. of WUII prlnt.d on the
"'VI",, .Id..
... Hike cMck or IMIfMIY ord.r plubl. tOI REGISTER OF wnu, "CENT.
All P.~t. received ~Il flr.t b. ~11ed to ~y Int.....t which ..y bl dua, wIth ~y r...lnda.. ~lJed to the tax.
RUUHD eCR).
A r.fund 0' . tlM cradlt, Which .... not r.~.t.d on thl tlM return, ..y b. r.~.t.d by coeptatlng ~ "Appllcltlon
for Refund of Pennlylv8nl. Jnn.rlt-nc. and E.t.t. T.." (REV.!!l)). ApplIcations Ira IVIllabl. It the o"lcI of
the Retlltl" of Mill., eny of the 25 R.v~ DI.trlot Dfflc.. Dr by CIlllng thl ,plcll. 24.hour en....rlnl ..rvlcl
~r. 'or for.. ordering. In P~.ylv8nl. .-aOO.S6Z-ZDSD, out,tde Pannlvlvenl. end withIn local
Harrl.burg ara. (717) 711-8094, TDD. (711) 77Z-Zts2 (He.rlna l~alrad only).
OIJECTIONSI Anv party In Int.r..t not .atl.flad with thl ."rtlaesent, allowanc. or dl.allowanc. of daductlon. or ......-.nt
of tax Unallldlnt discount or Int"..U a. .hown on this Notlc. .ay obJact within .I_b' (60) day. of rac.lpt of
this Notice bYI
--wrltt~ prot..t to thl PA D.part.ent of Ravenue, 10lrd of App..la, Dept. Z81021, H.rrl.burg, PA 17128-10Z1, OR
-....Iactlna to hu. the ..U.r detar.lnseI at th. Mldlt of tha account of th. Ptlraonal raprllent.Uv., OR
--app..l to the Drphen.' Court
ADttlN-
JlTRATI\'[
CORRfCTlDHSI
Factu.1 .rrora dl.covarld on thl, .......ant .hould b. eddr....d In wrltlno tOI PA a.p.rt,ant of R'v,nu.,
lur."" of Irtdlvldual hx.., ATTN. POIt A......."t R.vl... Unit, DEPT. 280601, Itarrhburg, PA 17128-0601
Phon. (717. 117-6505, S.. p.g. S of ,th. booklat "In.truotlona 'or Inherltanc. '.x R.turn for. R..ld.nt
Dacad'"t" (R(V-II01) for an .xplen.tlon of ~lnl.tratlv.IV corr.otlbl. .rror..
DISCDllfTI
If any tl. due I. paid within thr.. (5) callnd.,. tonth. .ft.r the d.c.dant'. d..th, . flv. p.rc.nt e5~)
dl.count of th. t.x paid I. .llow.d.
INTEREST.
Int.r..t I. chlrged begInning with flr.t d.y of d.llnquancy, or nln. e,) sonth. and an. el) d.y
frOt the data of da.th, to the d.t. of p.Yttnt. Tax.. whIch bac... d.llnquant b.for. Januarv I, 1982
bier Int.r..t at the rat. of .Ix e'~) p.rcant par ~ calculat.d at . delly rata of .000164.
All tax.. which bee... d.ll~t on or aft.r J~ry 1, .,a2 wIll b.ar Int.r..t at I r.t. which will vary frOt
c.I~.r y..r to c.lend.r y.ar with that rlt. ~Id by the PA Dap.rt-.nt uf R.venue. ThI appllcebl.
Int.r..t rat.. for 1982 through 1995 .r"
Ym Int.r..t A.t. aall", Intar.d FlKltor Ym Int.,...t Rata Dall., Int.,...t Fector
198Z '.X .000548 1981 'X .oooz,n
l'as 16~ .0DD~sa 1981-1991 IlX .oonol
1.14 llX .000501 1992 'X .000247
1,.5 ISX .000556 1995-1'94 7X .000192
1'" lOX .000Z74 I... 'X .000247
--Intar..t I. calculatad .. followll
I~T . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Hotlel I.,ued .ft.r ttt. t.. bscDII. d.llnquant will r.fllct en Intlr..t c.lculatlon to flft.~ (15) dlv'
b.yond the d.t. of the ......lInt. If p.v-ent I. _Ide .ft.r the Int.r..t coaputatlon d.t. ahown on the
Hatle., -'dJtl~l Int.r..t lU.t be calcuS.ttd.
,~
,.,,',---..'''..'.'