HomeMy WebLinkAbout95-00595
R!V-1543 !X AFP (8-941_
CDHHOHWfAlTH OF PENNSYLVANIA
DEPARfttEHf Of' REVENUE
BUREAU OF INDIVIDUAL TAMES
DEPT. nO'OI
HARRISBURG, PI 171z.~a601
/)- Lf 8'- / '1'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ROMAINE E NEGLEY. .m .
IH-eIlMBERL1IND-AVE' _, l-J ~,..,
-S/W>fIE/tS8URt;---PA 17257
IV"'"',,,/I, ,rll I";;l v,
st.
FIL! ND. ZI CIS. '::t9b-
ACN 95131603
OAT! D7-10-95
TYPE DF ACCOUNT
~ SAVINGS
CNECKING
TRUST
CERTIFICATE
RE"IT PAV"ENT AND FDR"S TDI
REGISTER OF WILLS
CUMBERLAND CD CDURT HDUSE
CARLISLE, PA 17013
ESTATE DF RUTH N MOWER
5.5. NO. 163-30-6450
DATE DF DEATH 04-15-95
COUNTY CUMBERLAND
DAUPHIN DEPOSIT BK & T h.. provldR the Dlp.rt..nt with the Infor..tlon IlItad balo.. which ha. bun u..d In calcuhtlnl the
potential taM ~. Thalr racord. Indlcat. that at the d..th of the above decadent, you ...r. . Joint ownar/beneflclary of thl, account.
J' you f.. 1 thl, In'or..tlon I, Incorr.ct, pl.... obtain written corractlon fro. thl 'Inene!_t Inltltutlon, attach. copy to thlt for.
~ r.turn It to the abovI addr.... Thlt account I, ....bla In .ccQrd~. with thl Inn-rltanc. T.x Law. of the Co.-onw..lth of Penn.vlvanl..
OUa.tlon. "V b. ."IHI:-.d bv caUlll1I (7111 711.n:l.
CDMPL!TE PART 1 BELDW . . . SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIONS
Account No. 493773Z6Z5 Doto 12-29-7Z
Eat.bl1.had
Account Bolonco 1,746.97
Porcont To.oblo X 50 . 000
A_unt Subjoct to To' 873.49
To. Rot. X .06
Pobntl.l To. Duo 5Z. 41
PANT TAXPAYER RESPONSE
[!] I'... P:AUURI TO: RESPOND, "I LL. ~!SULT. IN ilNOI'I'ICIAL(T AX.ASSElISN~i)11j\S!!JI"IfJ1II8.NO"IC~1
.. 0 Th. above In'or..Uon and hx dull h corr.ct.
1. You ..v choo.. to r..lt p'v.ent to the R.gl.t.r 0' Will. with two copl.. 0' thl. notle. to obt.ln
. dl.count or .vold Inter..t, or ~ou ..y ch.ck box "A" and r.turn thl. notlc. to the R.gl.t.r 0'
Will. and an o'flcl.l ......sent will be I..ued bv th. PA D.p.rtaent of R.venue.
To In.ur. prop.r crldlt to vour DCCDUnt, two
Il) copl.. of thl. notlc. au.t Iccoepanv ~our
p.y.."t to the R.gI.t.r of Will.. "Ik. ch.ck
p'Ylable tal "R'lIhter 0' NUh, AIIMt...
HOlEt If taw p'~.ent. are lid. within thr..
(3) IGnth. 0' the dec.d."t., d.te of d..th,
you ..y deduct. 5;( discount of the t.x du..
Any InhlrltWlCI tlX due wUI beeo.. d.lInqu."t
nln. (,) eonth, .ft.r t~ d.t. of d..th.
[CHECK ]
ONE
BLDCK
DNLY
I. [:] Thl above ....t h.. b.-n or will b. r.port.d and t.x p.ld with the Penn.ylv~l. Inh.rltanc. Tax r.turn
to b. fllld bV thl dlcad."t'. r.pra.entatlve.
c. ~ Tht aboVI Infur..tlon I~ncorrlct 8nd/o~.bt. and dlductlon, w.r. p.ld by YOU.
You au.t caplltl PART L!.J endlor PARr l!.J bllow.
If you Indlcat. a "'iff.,..nt t.K ,...tr.: pl.... .t.t. your
,.alatlonahlp to dacadent I Q /rtt......,.,,, .-
PART
~
TAX RETURN - CDMPUTATIDN DF TAX DN JDINT/TRUST ACCDUNTS
LINE 1. Doto E.bblhhod 1 /.;1_ ;;l '1'- .,.J.
2. Account Bo1onco 2 J. '7 JI-". 'j.,
S. Pa,.c:ant TaKabl. 3 X ..& v, 0' u
4. A.ount Subj.ct to T.. 4 t73. 'f<j
5. Dobt. ond D.ducUon. 5 3 "l !" ~ ,,"
6. Aitow1t TaKabl. 6 , --
7. TaK R.t. 7 X - d -
a. T.K Du. e _ d
PART
@
DATE
DEBTS AND DEDUCTIDNS
. ... .... :""""""OFFIcrAlt'USE:.O~LY":"'O'AAFj
..... i~:i~~~:DEi>ARTHE~T '.OF.REVENUE'....,.I
p~~~,' .. .:: :~','.. ..... '. . .... "j
:-'2',:-. "':'!".',',-. .-,',,:,,:., . "'1
'3" -' ".,' '.,' ~':: :;'::,',:: ",'" :.:-: ":".':',', .,-:,"~<" ,.,.", ".,.:..;.; :'. "~_I
',:: .:' : . -, '- - - - ", " ~
:::'4' :,..:.:...::..-",::::::.:::::::.." '......:.j
"j:;. , !:,':,:;::_.:,.:<>_,::., "-.',' ',(. I
, 5' .
:,:'~, :/'~6/ 'i<-::~~::::i::::::::::::-i: :i;'i::i:'::; ::.:.,:::';': ,', :,:;-:::,':,i ;i-:-:-:' :,-y,~,;. .../,;.:,::~
'7 . c'~, ,:<-:::::::.;::: '.," .' "', "" , ' c. -:1
:'<::::\",::-_.:-.". ,-, ",.::-::::...........". ',,'
8' . ,', .,.,,'
CLAIMED
on
.-
PAID
PAYEE
DESCRIPTIDN
, ,-1
_,'i\!4,DUNT PAID
I
TOTAL
, I
'- .
CEnte,. on Line 5 of Tax Co.put.tlonJ
Undar p.n.lt!.. of p.rju,.y, I dacl.,.e that the fect. I
coapl.t. to th. b.at of .y knowledge and b.ll.f.
h.ve ,..po,.ted above .,.. true,
HDME (7/'1 1 -rn: 'f ,\
WORK ( f, .:.
TELEPHDNE NUMBER
c:o,.r.ct and
?) ,
l1)tJAY'{"~' ifn J;;t''':~'''-l ).
T A 10 AT .
~; 3.." S;
DATE
,
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL T"M ASSESSHENT with IIPpllcMil, Int.r..t b..ed on In'.I'''....on
.ublIlttlld by the flnencl.l In.tltutlon.
2. IntMrUllnu t.. blleo." d.lInquent nine .-,th. .tt.r the dllced.n". d.'. of d..th.
S. A Joint IlCc~t II hubl. liven though tM dKlldent'. "... ..n Hdlld a. .. ..tt.1'" of conv8f\lence.
~. Accounh lIncludlno thull held b.t".en hu.b~ end ",Uel which tM decedent put In Joint ~. within OM v..r prlot to
d..th .1"'. fully hubl. a. trM,full.
I. ACCCM\t. ..hbllm-d Jolntlv b.t..... hu.bend Met "U_ .or. thM one ".... prlol'" to death .1"'. not hw8bla.
6. ACCCM\h h.ld by .. decttdent "In tru.' far" IInGthat or athut .t. t..~l. lully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. ILDCl A . If ,tM Infor..Uon Md cC*PU'.UDn In tM nolle:. .1"" corraet 8ftd dedUctlon. .1"" not balna chi,.., plan en "X"
In block ",." 0' P.tt 1 of thl "llMpay.t A..pon.... uctlon. Sign two copl.. 8nd ,ubtlit thY with your ChKk for the MOUnt of
t.. to the R.,ht.r of w1111 of the COlM1tv IndlutMl. Th. PA Dop.rt.."t of RlV'nu. will InUl .... offlcl.1 .....lMItt
(Far. REYooI5U EX) upon r.c.lpt of ttMI r.turn froa the R.,ht.r of will..
I. .LOCK I . If tho ....t ,p.c1flod on thl. noUU hn been or will bo roport.d Met t.. pold with tho Ponnnh'....I. Inhlrltonco
Tall Rot'Jrn fllMl by tho decedent'. rttPr....,t.\lv., ploeg ." "X" In block ..... of p.rt I of thl "Ta.pay.r Rupon.o- .MlUon. Sign DfM
copy Ind r.turn to tho PA Dep.rt,..,t of R.VInUl, Bur..... of IncUvldu.1 TIn., D.pt 180601, tt.rrhbUrg, PA 11121.0601 In thl
env.lope provIded.
s. noel C .. If thl notice Infor..Uon Is Incorrect endlor deduction. er. b.lng cI.I..d, chock block "c" IIftd cDllPllt. P.rt. Z end 5
Iccardlng to thl In,tructlon, b.lo... Sign two copl.. end ,ubllt th.. with "lour ch.ck for the MICKM1t of t.. Plyabl. to th. Ratlllt.r
of Will. of the county Indlc.ted. Th. PA DIP.da..,t of R.venua "Ill luu, an offlci.1 .........,t (Fori REV"15~' un upon rec.lpt
of tho nlum frOl thl R.,htar of WHls.
TAX RETURN - PART Z - TAX COMPUTATION
L1HE
I. Ent.r tho d.t. tho .ccount orlgln.lly .... ..tlblllh.d or tlUMI In tho ,."".r 'ld,tI~ .t d.t. of d.ath.
HOTEl for a decedent dying .ft.r 12/121IZI Accot.W'lt. which th. d.c.dant put In Joint n.... within on. tl) Yllr of d.llh .ro
tlluabl. fully.' tron.fln. H~v.r, thoro h .., ..clullon not to ,.clld u,aoo plr tr.....f.r.. r.gardl... of thl valua of
the ICcount or tho nullber of IICCount. hold.
If . doubl. ..brlsk C...) app..rl before "lour first n... In thl oddr." portion of thh notice, tM IS,DDO ..clutlon
llreadY h.. b.en d.duct.d fro' ttMI Iccount balene. II reported bv the flnWlcl.1 In.titutlon.
I. Entlr thl tot.1 b.lene. of thl .CCOlM1t Including Int. rut eccrued ta the det, of dnth.
5. Thl p.rcont of the .ccount thai" taxabl. for .Ich .urvlvor I. dlt.relned .. followlI
A. T.,. plrcent t..lbll far Jn1llt ....t. ..tablllhld lOr. thIM OM y..r prior to \hi d.cedent'. dlethl
I DIVIDED IY TOTAL tutlER OF
JO I NT OWNERS
EJcupIIl A Joint ....t roahtered
DIVIDED IY TOTAL NJKIEA OF X 100 . PERCEHT TAXAILE
SURVIVING JOI"T OWNERS
In thl n... af thl deced."t and two othlr plt.on..
1 DIVIDED IV S (JOINT OWtERS) DIVIDED IY Z (SURVIVORS) . .161 K 100 . 16.1% (tAXAlLE FOR EACH SUR"/IVDR)
I. The ptlrcont t.ubl. for ....t. cr.at~ within one y..r of thl d.c.d."t'. duth or oeCOU1t. owned by ttMi decodlnt bUt held
In trud for InClthlr Indlvldu.U') (trult beneflcl.rl..)1
X lDO . PERCENT TAXA.lE
I DIVIDED IY TOTAL NUtt'ER Df SURVIVING JOINT
O~RS OR TRUST BENEFICIARIES
[)cupl.1 Joint .ccount realstlrad In thl noe. of the decedent and two other per.on. end ..tllblhhed within OM vnr af dllth by
the d.udont.
1 DIVIDED IV Z CSUlVIVOR,S) . .50 )C 100 . 50iC nAUBlE FOR EACH SUR\lIVOfU
4. Th. BIIDUf'It .ubj.ct to t.. Cllna 4) h dot.ralned bV aultlplvlng thl ICCount b.IInC' Cline U by thl p.rcent t..abl. ClIM 5).
S. Entlr the tot.l af thl dlbt. Ind d~tlon' ll.t.d In Plrt 5.
6. Th. MtOU1t t..abl. (11M 6) II det.r_lned bv subtractlnll tho debt. end dedUction. Cline S) frOll tho ..ount .ubJlClt ta t.. (lIne ,,).
7. Ent.r the approprl.t. tax re" Cline 7) e. d.hr.ln.d blloM.
A. For d.t.. of dtieth occurring .ft.,. 6/SO"", tho t.. ret.. for trIM.hr. to .pou", lira II followlI
1. De'" of d..th on 0" .ft.r 7/1/94 and blfar. 111/96 tho r.t. Is S%.
2. D.t.. of de.th on or .ft.r 1/1/96 and b.for. 1/1197 tho nt. h ziC.
5. Oat.. of d..th on a,. eftar 1/1/97.and b.fara 1111911 thl rete 11 1:C.
It. Oil.. of dltth on or tft.r 1/1/91 tran.f.,.. to .pau." .,111 b. ......t fro. t...
HatlC for d.'" of dMlh prior to 1/1/94 tr.,,".r. to 'POU'" ara ".abl. It 6:C.
I. T,M.f.,.. to Until d..cond.nt. Including fathl", "thlr, son, deuaht.r, grandchild''''' .on"ln"I"',
dMJIhtor-ln.IMl, .tapchlld and thlll,. III'" .r. tuabl. .t .he porcent (6%).
C. Tran".r. to .11 other. Includlna brother, alst.r, unci., eunt, nephew and nl.u .re t..abl. .t flft..., plre."t ClS:C).
O. If you chtnQI \hi "x rlt., pl.... .paclfY your rel.tlonshlp ta thl docedent In the .r.. pravlded.
a. JhfI.-ouRt of t.. duI ClIno I) It dateralned by .ultlplvlng tho IIIOl.W\t ta.abl. (11M 6) bV the tu rlt. Ulna 7).
CLAIMED DEDUCTI ONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AUowlbl. debt. and d.dUcUon. ar. d.teralned .. follOWII
A. You l.g.UV Ir. rllponalbl. fo" PBYIIlIRt, or \hi ..t.tl tubj..:t to adllnhtntlon by . plrlDIMI repr...,ttUVI h Insufficient
to P'V tho deductlbl. It....
.. You IICtuelh p.ld thl debt. an.r d.lth of tho dlcedent Ind can furnl.h proof af Plyant.
C. Debt. being cltl..d au.t be lte.lzed fullY In Pitt S. If .dcllt1ontl ,p.CI Is needed, u.. plain p~r 1 I/Z" x U-. Proof of
P'YMnt an be roquatt.d by thll PA DlPart.ent of RlYtl"IUI.
, ",.. ' '" "" ",'" ,,,,:,,,,,'TAXPAYER: ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
,,' REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT" OFFICE."
"..,. ,OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN .
HARRISBURO AT (717)787-8327. TDDI(7171 772-ZZSZ (HEARINGIMPAIREDONLV)
PIJRPClU lW
NOTICE. To fulfill the requS,...."ts of SHtlon 2141 of the InherltMCI Met E.t,t. 'IIC Act, Act ZI of 1991. C7Z P.I.
IHUon 2140).
PAYMENT.
DetKh the tDP portion 0' thh HoUel .".. IUbIIlt with you,. p.~t to the RI.ht,,. 0' NU" prlntlld on the
raYI,.., ......
n H.. check or HMV ord.,. payabla tal REGISTER Of' WILLS, ACENT.
All PIVNn'. raca.wlld "'.U flr.t be epplled to MV lnta,...t which ..v be due, with MY ,....lncH,. eppUlId to the taw.
REfUND (eA) I A r.fund of Ita. orlldlt, which ..a. not requeltad on thl tllll raturn, ..y be r....tlld by eMP1aUng ." '"lpplJutlon
'or R.fund of P~.ylYB01. Inherltenca Md Eatat. 'ax" (REV-ISIS). Appllcatlona ara Ivallabl. at the OfficI of
the R....ta,. 0' Willi, My of the 2S Rlvenu. Dl.trlet O"lcI. or by c.lll"l thl ,plc1al Z'-hoUr M'w.rlna .."vlcl
~r. for fora. orderlngs In Penn,>>lv.".a 1-'DO-S6Z-ZDSD, out.lda Penn,vlv."ta ~ within local
HarrIsburg ar.. (717) 7.7-1094, TOO' (717) l1Z-ZZ5Z CHe.r1na 1.,.lr.d onlyJ.
OIJECTIOHS. Any p.rty 1n Int.r..t not ..tl.,led Mlth the ~r.I...-nt, .1IDM~' or dl..IIDW~' of daduotlon. or .......-nt
of tax Clncludlna dl.count or Int.ra.tJ .. .hown on thl. Notlc. ..y object Mlthln .IMtv C60J day. a' rac.lpt a'
thl. NoUc. bV'
.-Mrlttln prota.t to tn. PA O.,.rt'lnt of R.v~, lo.rd of App..l., O.,t. '11021, H.rrl.burg, PA 11111~1011, OR
..II.otlng to havl thl .attar datar.lned at the lUdit 0' tha account 0' the par.on.l rapr..ent.tlvl, OR
.~appt.l to the Or~.' Court
ADMIN-
IITRATlVE
toRRtCTlDHlI
Flatu.i .rror. dl.nov.red on thl. ......-.nt thould bl tddrl..td In Mrltl", tal PA Oapa,t.ant 0' R.venut,
lur.au a' IndlvldUll TIMI', ATTHI po.t A.....-.nt Rlvlaw Unit, DEPT. '10601, H.rrl.burg, PA 11IZ'~0601
Phone C111J 717-6505. S.. pial 1 0' the bookl.t "In.truotlon. 'or Inh.rltencl TI~ Alturn 'or a AI.ldent
Dtcedent" (REV-1501J far an l.pl8nltlon of ~lnl.tratlvalY correctabl. arror..
DIICOUNTI
If any t.. due 1. plld wlthin thrll 11J caland.t aonth. I'tar the d.cedent'. death, . fly. parc8nt 15~J
di.count of the t.. p.ld i. allowld.
IHTERfITI
Int.r..t i, ch.rged blainnlnG wlth 'lr.t d.y of dalinquanav, or nlne 19J .unth. and one CI) d.V
fr. tM "tl of dllth, to the data of p.r....t. Tu.. whlch bee.. dellnquent bafor. JWIUtlry I, 1911
blat lntlr..t at thl rat. of .1x 16~1 parcent par ~ cllcul.ted .t a dallV rat. of .000164.
All t.xu which bet.l... d.linquent on or .ft.r Jlf'lUlry 1, 1911 will b..r lntlr..t at . nta which will v.rv fra
c.I~, y..r to clltndtr ,aar wlth th.t r.t. announctd by thl PA Dep.rt....t 0' Ravenue. ThI appllc~l.
1ntara.t rata. for 1912 through 1995 ara.
liar Int.rad Aata D.Il.., Intlr..t F.ctor
IUr
Inter..t Alta
D.ll.., Int.r..t Fector
1912
19l5
1'64
1915
I'"
nInUta.t
.n
U%
11%
In
lOX
.. cllculated ..
.0005U
.OOOUI
.00UDl
. DOU56
. GOozn
followlI
1917
1911-1991
1992
1991.19M
199.
9X
IU
,%
IX
,%
.OD0241
.Doasn
.DGOIU
.OOOUZ
.OUZU
INTEREST . BALANCE OF TAX UNPAID X NUKBEA OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any NoUu luued .ltar the tax bac~. delinquent will nflect .., lntarut calculation to flit..., 051 d.u
bayond tt. d.t. of the .........,t. If p.~t It ... .It.r the lntar..t co.putaUon dat. IhDWn on the
Notlel, .ddltlonal Int.r..t .u.t be cllcul.tld.
i.
...,.--, - -~....._..
. ..
__ _ _ __ _ __ ___ __ _ _ _ _ __ _._ __.., .__. __ ___. __~ n__" ___ _..._ __ _.,~ _ _ _ _ __ _ _ _ _
RECEIVED fROM.
B
ACN
ASSESSMENT P:'
CONTROL 1;1
NUMBER
AMOUNT
FINANCIAL TRUST SERVICES CO
POBOX eeo
101
.1,ses.:!4
CARLISLE, PA 1701S
fOtD Hit'
UTAT! INfORMATION.
EJ I N R
EJ
liD
II POSTMARK
COUNTY
SSN 18S-le-SSS9
FIRST} Mil
.
DAT Of DEATN
REMARKS
m TOTAL AMOUNT PAID
FINANCIAL TRUST SERVICES CO
(
., ,:;l2e:!'!!.
PB
SEAL
CHECK" 011e04
RECEIVED BY
.1 w.I.) 1/
/ / r.
MARY C. LE IB-~..II(II~ /"/'
REGISTER OF WILLS '
I
1
I
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