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MR. 8< MRS. BARRY c. "NICLF"C ;:;
405 Benyou Lane " .
New Cumberland, PA ~ 709f\C;
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N... eambttll.d, PA 17070-300:--
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REGI5T~1: OF WILLS
C-O m 88'?l..Ailf]) co CWCT f.JOilSl!
C.ARLISLE, PPr /70/3
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BUREAU OF INDIVIDUAL TAXES i
I
Dear Register 01 WIIISI i
Enclosed you wlllllndl Dcheckls) Odocumenll(s) which were received by the Department 01 Revenue In error. I
These may be procelled according to normal procedures. !
REMINDERI The POST MARK DATE on envelope allached to any checks enclosed must appear on your I
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Thank you. I
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Sincerely,
John Murphy, Chlel
Inheritance Tax Division
(717) 787.6201
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D ~o.AA, 048.1 ~.9, "> .... .' '. DIPARTMINTOP RIVINUI .' '.' .
; .~il,j 014... .;>'i" OFFICIAL RECEIPT e:PENNSYLVAN,A-INHERITANCI AND'ESTATI TAX
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RECEIVED FROM,
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ACN
ASSESSMENT I'!'
CONTROL 1;1
NUMBER
AMOUNT
JUDITH L FENICLE
4015 ElENYOU LAND
'f:llIJ7ccO
.;;t'f.UI
NEW CUMBERLAND, PA 17070
_ fOiO HIU ,mo HU'
ESTATE INfORMATION,
I!:I fiLE N MBER
g e1-199l5-0bl59
EI NAME Of DECEDENT ILASTI
II DATE Of PAYMENT
EI POSTMAR E
COUNTY
SSN e04-01-15449
(fIRSTI (MIl
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
.39.07
JUDITH L FENICLE
PEl
RECEIVED BY ?J1:'i'~'t {, ,:/,;, ltJ1! ".'1.1 V
~GNAlU':..:!, ' I'" " I
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MARY C. LEWIS )1 I.~.
REGISTER OF WILLS ,I
SEAL
CHECK" 473
REGISTER OF WILLS
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IS-53 - 7
REV-1543 EX AFP (70951_
CDHHr~EAlTH OF PENNSYLVANIA
DEPAArHENI OF REVENUE
~ aUREAU OF INDIVIDUAL TAMES
DEPT. ZlD6Dl
ItARA15aURO, PA 17121.0601
FILE
ACN
DATE
NO.21-gS~~
95137220
08-08-95
!NFORMATION NOTICE
AND
TAXPAYER RESPONSE
BARRY C FENICLE
405 BENYOU LN
NEW CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AHD FORNS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF DORIS E FENICLE
5,5, NO, 204-01-5448
DATE OF DEATH 06-01-95
COUNTY CUMBERLAND
PA 17070
DAUPHIN DEPOSIT OK & T h.. provldld the Dlpart.ant with thl Infor..tlon lht,d below which h.. be.n u.ad In calculating thl
potentia' tlX due. Thllr racord. Indlcet. that at thl d..th of thl above dacld.nt, you wat. , Joint Dwner/bln.flcl,ry of thl, account.
If you f.,l thl. Infor..tlon I' Incorrlct, pl.... obtain wrlttan corrlctlon frol thl ,Inencl.l In,tltutlon, attach. copy to thl_ far.
and raturn It to thl above .dd,..... This account Is h.,bl. In accordance with thl Inharltanu r.. l.w. of the Couonwulth of P.nn.ylvenla.
.~.:"",.. ..J a. 1Io..I.,U..c u~ c:.l&inll (717) ,.I'IUtI.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0032562993 Doto 02-05-90
Eat.bli.h.d
Account Balanc.
Percant Tax.ble
AMount Subjact to
TaM Rata
Pot.ntlal Tax Du.
To In.ur. prop.r cr.dlt to your account, two
U) copla. 0' thh notlca .u.t .cco~env your
p.y.ant to tha R.ghtar of NUll. "aka chack
pay.bl. tal ~A.gl.tar 0' NIII., Agant".
PART
m
1,371.03
50.000
685.52
,06
41.13 ,
TAXPAYER RES N E
FAlLURETO RESPONDIIILL REBUL T IN AN OFFICIAL TAX ASSESSH!NT BASIlD OH THIS NOnCa
x
HOTEl If t.. pay..nt. ar. .ada wUhln thr..
S) .onth. 0' the decad.nt', date of d..th,
you ..y dedUct . 5~ dl.count 0' the ta. du..
Any Inh.rUenca ta. due will baco.. dellnquant
nln. (9) .onthl afhr the data of d..th.
Tox
x
[CHECK ]
ONE
BLOCK
ONLY
A. Tha above Infor..tlon and ta. duB I. carract.
1. You .ay choo.. to r..lt pay..nt to the Ragl,t.r of NIII. with two cop I.. a' thl, notlc. to obt,ln
. discount or avoid Inhr..t, or you ..y chack box "A" and raturn this notlc. to the R.ghhr of
N111, and an o"lclal ........nt ifill ba I..u.d by the PA D.partaent of R.venua.
8. c:J Th. abova ....t h., b.an Dr will ba r.part.d and t.. P.ld with tha P.nn.ylvanla Inh.rltanc. T.. r.turn
to b. fllad by tha dec.dant'. r.p,..untatl"..
c. 0 Th. _boy. Infar.ation I~ncorract and/o~.btl and daductlon. war. p.ld by you.
You au.t coaplata PART l!J and/or PART L!J balow.
If ~ou indlc.ta a dlffar.nt tax rata, pl.... Itata ~our
ralationlhlp to d.cadents
OFFICIAL USE ONLY' 0 AAF
PADEPARTMENT OF<REVENUE .;
PART
~
TAX RETURN - COMPUTATION OF
LInt 1. Olll. t..lollu~hh.u 1
2. Account a.l.nc. 2
3. parc.nt Tax.bl. 3 X
4. A.ount Subjaat to Tax 4
5. Dabt. and D.duction. 5
6. AllOunt Taxabl. 6
7. TaM Rat. 7 x
B. Tax Due a
TAX ON JOINT/TRUST ACCOUNTS
PAD
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
PART
I!l
DATE
DESCRIPTION
AMOUNT PAID
PAYEE
PAID
I
.
I
TOTAL (Ent.r on Lin. 5 of Tax Computation)
Undar p.n.ltt.. of p.rjur~, I d.alar. that the f.ct. I
co..loto to thO~.t of .. knoMlodgo ond bollof.
TA~G~ATU~I'
hava report.d above ar. tru., corraat
HOME (, II 1 9 3 g .. 6 /, ~ ~
WORK (., 11 1 ?.~' 1 . \' 1 R q
TELEPHONE NUMBER
ond
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHEHT with ItPpllcabl. Int.,..., b...d on In'ar..tlon
lubalttld bv thl 'In~J.l In"I'utlon.
Z. lnherltenc. t.. b.c~.. d'lln~t nine ~th. .fta,. thl d'c.d~t.. dlt, af d..th.
S. A Joint account I, t..abl, Ivan though thl dlcadant', ne.. WI' added II . ..tt.,. 0' conv'nl~..
4. Account. (Including tho.. held batw"n hu,blnd and wlf,) Which thl dlcldent put In Joint n.... wIthin on. v..,. prior to
d.ath Ita fullv tl.abl. II tren,fa"a.
5. Account. ..tablIJhad jointlY between hu,bend ~ wi'. ~t. then one v..,. prior to d..th II" not t..lbl.,
6. Account. held bv . dlcldent "In trut' 'or" anothl,. or othar. '1" t..abl, fully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE
1. IlOCK A - If thl Infor.'tlon and coaputatlon In thl notlcl Ira corrlet and deduction. ar. not baing cl.J.~, pl.e. en "X"
In block "A" of P.rt I of the "T,~p'Y.r A..pon.." ..ctlon. Sian two copl.. end .Ub.lt thee with your ch.ck for the .aount of
t.x to the R.gI.t.r of Will. of the county Indlc.t'd. Th. PA D'p.rtlent of R.venu. will I..ue an offlcl.1 .......ent
(For. REV-1541 EX) UPon r.c.lpt of the r.turn fro. the R.gI.t.r of Will..
Z. BLotK I . If the ....t 'p'clfl~ on thl. notlc. h.. b.en or will b. r.port.d end t'K P.ld with the P.nn.ylvanl. Inherltenc.
T'K R.turn fll.d by the dec.dent'. r.pr..ant.tlv., plec. an "X. In black "B" of P.rt 1 of the "T.KP.y.r R..pon.." ..ctlon. Ilgn one
copy ~ r.turn to the PA D.p.rteent of R.v~, lur..u of Indlvldu'l T.M'I, D.pt Z10601, H.rrllburg, PA 17121-0601 In the
.nv.lop. provld~.
S. ILOCK C . If the notlc. Infor..tlon I. Incorr.ct andlor deduction. .r. b.lng cl.le.d, check block .C" ~ co.,l.t. P.rtl 2 ~ 5
.cc~rdlng tu thl InctructJonl b41~. Sl~ two cop I.. r~ .ua-It th.. with ynur r.h.ck 'or thl llaunt of tlK p.vabl. to the R.gl.t.r
0' Willi 0' ttM Cour'Itv Indle.t.d. Th. PA n.p."t.<IN\t of A_v..,... will 1"'''1 ..n offJr.I.' ........nt 'Fa", Rf'V-ll;,.,., 'liU U""," "'.".'rt
0' the r.turn 'roe the R.gl.t.r 0' Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE S"'"
1. Ent.,. the d.tl the .ceount orlgln.lly w.. ..t.blllh.d or Utlld In thl .anner IKIIUng .t d.t. 0' tt& .
HOTEr For. dae.dent dying "t.r 12/12/1Z1 Account. which the dlc.dent put In Joint n.... within .~(I) v..tref dl.t~
t'K.bl. 'ullv .. tran".r.. HOWIv.r, th.r. I. en 'Mclu.lon not to .xc..d '5,000 p.r tran".r.. r.glrd ... of t~I/~U' of
thl ICCaunt or ttMI nueblr of .ecounh h.ld. . .
If . doubl. I.t.rl.k (ww) .pp..r. b,'or. your fJr.t n... In the Iddr... portion of thl. notlc., the '5,000 .xelu.lon
.Ir.~y h'l b.an dlduct.d frol the ICCount blllne. .. r'POrt.d by the flnlnel.1 In.tltutlon.
Z. Ent.r the totll b.lancl of the account InclUding Intlr..t accrued to the det. of d..th.
5. ThI p.rcent of thl .eeount th.t I. t.xabl. for eech .urvlvor I. daterelned .. follow.r
A. Th. percent t.xabl. for JoInt ....t. ..t&bllahld lOr. than one ve.r prior to the d.e.dant'. d..thl
1 DIVIDED IY
TOTAL NUttBER OF
.JOINT OWNERS
EXIlpI.r A Joint ....t r.gl.t.rld
DIVIDED IV
TOTAL HUHlEA OF X 100 . PERCENT Tt!fAlLE
SURVIVING JOINT OWNERS ""... ~ .
In the n... of the d'CI~t and two oth.r p.r.on.. _.- ....
(J
LOr)
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1 ~IVIDED IY 5 (JOINT OWNERS) DIVIDED IY Z (SURVIVORS) . .167 X 100 . 16.7~ (TAXABLE FDA EACH SURVIVOR)
B. The p.rcent taxable for ....t. ere.ted within one y.er of the decedent'. d'eth or lecount. own.d by the d.cadent but held
In tru.t for ~th.r Indlvldu.iCI) (tru.t ben.flel.rl")1
I DIVIDED IV TOTAL NUMIER OF SURVIVINQ JOINT X 100 . PERCENT TAXABLE
OWNERS DA TRUST IENEFICIARIES
EXIlpI.r Joint .ecount r.al.t.r'd In
thl dee.dent.
1 DIVIDED IY 2 (SURVIVORS) . .50 X
the n... 0' the dec.d.nt and two oth.r per.on. end e.tebil.h.d within one v..r of d..th by
100 . 5U (UxaILE FDA EACH SURVIVOR)
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tex.bl. (1In~ S).
.ubhct to tlk Uln. 4).
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4. The llOURt 'ubJeet to tSK (ilne 4) I. d.t.rlln.d by eultlplYlng the eccount b.llne. (line 2) by the p.rc.nt
5. Enter the tote1 0' the debts and d.ductlon. lilted In Pert 5.
6. The.-aunt t.xlbl. (Iln. 6) I. d.ter.ln.d by ,ubtrlctlng the d.bt. end deduction. (line 5) Ira. the ..ount
7. Ent.r the ~roprl.te t.x r.t. (1In. 1) e. d.t.r.lnld b.low.
A. For d.t.. of d..th occurring .ft.r 6/50/94, the t'K ret.. for tren,'er. to .pau... .r. I. 'ollow" J
1. D.t.. of d.eth on or Ift.r 111/94 and be for. 1/1/95 thl r.t. I. 5~.
2. D.t.. of d..th on or eft.r 1/1/95 trlO.f.r. to .pou... will b. t.xld .t O~ tlK r.te.
Notel For det.. 0' de.th prIor to 111/94 tran.fer. to .pou... .r. t.~8bI. .t 6~.
B. Tran".r. to llneel d..cendent. InclUdIng ,.ther, IOther, .on, daught.r, gr~ehlldr,", .on-In-Iaw,
deught.r-In-l.w, .t.pchlld ftRd their I..UI .r. t.xlble et .Ix p.rc.nt (6~).
C. Tran.f.rs to .11 ather. Including brother, .I.t.r, uncI., BUnt, nephlw end nl.e. .re t.xable .t ,Ift.en percentJI5~).
D. If you ehenoe the t.. r.t., pl.... .p.clfY your relationship to the dee~'"t In the .r.. provided. 7)
I. The IIOURt 0' t.. due (line I) I. det.rftlned by IUltlplYlng the -.aunt tlxable (line 6) by the tlK r.t. (lIne 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AllOWable debt. end d.ductlon. .r. d.t.relned .. follow.r
A. VOU I.gllly .r. r..pon.lbl. 'or P'Vllnt, or the ..t.te 'ubJ.ct to ldelnl.t,.tlon by . per.onal r.pr"lnt.tlve I. In,ufflclent
to pey thl deductlbl. It....
I. VOU actu.lh P.ld the debt. eftlr de.th of the dlc.dent end Cln furnhh proof of P'YNnt.
C. Debt. belnu cl.I.1d lU.t be It..lzld fully In P.rt S. If additIonal IPIe, I. neldld, u.. plein PIP.r I lIt" . II". Proof of
P')'-.nt I,Y be rlque.t.d by ttMI PA Dlpert.ant of Revll1Ul.
:' ..... ..'TAXPAVER ASSISTANCE
IFVOUNEEDFURTHERINFORHATION OR ASSISTANCE, CONTACT ANV
REGISTER. OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR, CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARING IHPAIREDONLV)
'.',.
REV-1543 EX AFP (7-951*
CO""ONWEAlTH Of PENNSYLVANIA
DEPAAntfHT OF REVENUE
. BUREAU Of INDIVIDUAL TAMES
DEPT. 1110601
HARAISIURC, PA 17118-0601
) s- -,$" 3 7
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
NO.21
95137220
08-08-95
FILE
ACN
DATE
BARRY C FENICLE
405 BENYOU LN
NEW CUMBERLAND PA 17070
TYPE OF ACCOUNT
~ SAVIHGS
CHECKIHG
TRUST
CERTIFICATE
RENIT PAYNEHT AHD FORNS TOo
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
ESTATE OF DORIS E FENICLE
5.5, NO, 204-01-5448
DATE OF DEATH 06-01-95
COUNTY CUMBERLAND
DAUPHIN DEPOSIT BK I T h.. provldad thl Depart..nt with thl tnlor..Uon lhled below which hu b..n u..d In calculetlnll tt..
potlntt.. ,.. due. Th.lt r.cord. Indlcs'. thlt It thl d..th 0' thl .bov. dlcld.nt, you ..It. I JoInt owner/beneflel.tv of thl. lecount.
If vou '..1 thl. t"for..llon I, Incorr.ct, pl.... obleln written corr.ctlon fro' thl Iln.nele. Inltltutlon, .ttech . copy to thl. 'or.
Met r.turn It \0 th. Ib"";a .~dr.u. Thh I ;':u~,t 1. \......l.l. 1.. ,..o:ordencI with tn. Inhl,1tancc ... LuN" vI thl Co.wonwe.lth of P.nn.yhenl..
......\1on. ..y be .......r.d br c.UI.." (tll) lU' ~'::.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account Ho. 0032562993 D.t. 02-05-90
E.t.bli.had
PART
[!]
To In.ur. prop.r cr.dit to your account, twa
(2) copl.. of thh noUn "".t .cco.pany YD\lr
ply.ant to tha R.gl.t.r of Will.. "ak. ch.ck
1,371.03 plyabl. tOI ""R.ghtar of WIU., Agent..,
50.000 il
685. 52 NOTE I If tn p'Y'ant. Ir' ..d. within three
r!C (S) .onth. 0' the d.c.dent's dst. of d..th,
.06 lD ':n yD\l "Y d.wct a 5:< dhcount of the talC due.
41 13 ':( U1 Any Inherltanu tn due ..UI b.co.. d.lInqulnt
, ".".1' Inl (9) .onth. .ft.r thl d.t. of d..th.
TAXPAYER RES ONSE
. FAILURI!TORI!SPONDWILL RESUL TIN AN OFPICIAL.TAXASSESSNEHT BASI!DON THIS NOTICI!
Account aalance
Parcent Taxable
A.ount Subjact to
Tax Rat.
Pot.nti.l rax Du.
K
T..
x
[CHECK ]
ONE
BLOCK
ONLY
A. Tha abov. In'or..tlon and t.1C due II corr.ct.
Vou .ay choo.' to r..lt p.y..nt to the R.gl.t.r of Will. ..Ith two copl.. 0' thl. not Ie. to obtain
a dl,count or .votd Int.r..t, or you ..y chIck bolC "A" and r.turn thl. notlcl to the R.glstar of
. Will. and .n official ........nt ..Ill b. Is.u.d by the PA Dap.rt..nt of Ravanu..
B. [:] Th. abOIl. ....t h.. b..n or will ba r.port.d and talC paid ..Ith the Pann.ylllanl. Inharltanca TalC r.turn
to bl fll.d by tha dac.dent'. r.pr..~t.tlll..
C, c:J Th. aboll' Infor.atlon I~ncorract .nd/o~.bts and d.ductlons ...ra paid by you.
You .u.t coapl.t. PART l!J ,nd/or PART ~ b.low.
If ~aU indicata a diffar.nt tax rat., pl.... .tat. ~aur
ralatlon,hip to dacad.ntl
< OFFICIAL U5EONLY/OAAFi
PA DEPARTHENT:OF.REVENUE >.. .
PART
I!I
TAX RETURN - COHPUTATION
LIHE 1. D.t. E.t.blt.h.d
2, Account Salanc.
5. Parcant Taxabl.
4, A.aunt Subjact to Tax
S. Debt. and D.duction.
6. Anount Ta.abl.
7, Ta. Rata
e. Ta. Du.
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5 -
6
7 X
e
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS
PAD
1
2
3
4
5
6
7
8
CLAIMED
! . ; ~ : '. ". I , ;
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEntar on Lin. 5 of TaM CORPutatlon)
of p.rjury, I declare that the faot. I
knowl.dg. and b.liof.
I
.
&'- H -'1 r-
o T
GENERAL INFORMATION
.
1. fAILURE TO RESPOND WILL RESULT IN AH OfFICIAL TA)c ASSESSHENT with applicable lnt.r..t bUH on lnfor..Uon
.~Ittad by t~ 'ln~l.l In.illutlon.
Z. Inn,ratlnC. 'IX blea... d.llnqu~t ntn. lonthl .'t,r thl dleldlnt" data of d..th.
S. A Joint account I, ',..al. IV.n though thl dlcldant', n... w.. added .. . ..tt.r 0' convln.tncl.
4. Account. Clncludlng tha.1 held ~tw.en hulbGnd W\d ..lh) which the dludent put In Joint n.... wUhln one v..r prior to
death .t. futh t...... .. 't....",..
S. Account. ..t.bll~ JointlY bet...." hu.blnd end ..I,. ~r. th... one v..r prior to d..th .t. not ',.lbll,
6. Account. ~ld bv . decedent "In 'rult forR enoth,r or othar. .t. ta.abl, fully,
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK A - If tM Infonatlon end COllput,tlon In thl! notice .t. corr.ct end deduction. .r. not baing CIIIUd, plac. M1 -X.
In block "AW 0' Part 1 of the "Y..payar R..pon.." ..ct.on. Sign two copl.. and .~It th.. w.th your ch.ck for t~ .~t 0'
t.1C to the R..ht.r 0' WUla 0' tIM CCM1ty IncUc.hd. Th. PA Dep.rt.ent 0' R.v~ wUI .uu. an offlcl.1 ...........t
(For. REV-IS4' EX) upon r.c.lpt 0' the r.turn 'ro. th. R....t.r of Will..
2. 'LOCK. - If tha ....t .pec.,lad on th.. not Ie. h.. b..n or w..l b. r.port.d ~ t.w p.ld with th. Pann.wlvanl. I~r.tanc.
TalC R.turn f.lld by tha d.cadent", rapr.unt.tlv., pl.c' an "X" .n block ..... 0' p.rt I 0' tIM "TalCp.w.r A..pon.... ..ctlon. S.gn one
copy ~ r.turn to tIM PA Dep.rtaant 0' A.vanu., Bur.au of Ind.vldu.1 T.IC", D.pt '10601, Harr..burg, PA 1712'-0601 .n the
aIIY.lop. provided.
S. BLOCK C - If tha notlc. In'or..tlon I. Incorr.ct andlor d.ductlon. .r. b.lng cl.I..d, ch.ck block "c" Iftd co~l.t. P.rt. 2 and 5
.ccordlng to tho IndructlM. i.t-Iow. Sign two copl.. antt ,IMJt th.. with your ch.ck for the ..ount of t.w p.yab1. to the Rltllht.r
0' WUII 0' the county Indlc.t.d. Th. PA D.put"nt 0' Rav'l1lJI wUI luu. an offlcl.1 ........nt (For. REV-IS'" EX) upon ree.lpt
0' tIM r.turn froe tIM R.gl.t.r a' W.l1..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r tha d.t. the .ccount orlgln.lly WI' ..tabllsh.d or tltl.d .n the .ann.r .1C1.tln. .t d.t. 0' d'lth.
HOTEl For. dlced,"t dying .,t.r 12/12/121 Account. which th. d.c.d.nt put In Joint n.... within ana (I) y..r of
tlxabl. 'ully .. tran,'.r.. How.v.r, th.r. I. an 'lCclu..on not to .wc..d IJ,OoO p.r trlll,'.r.. t.g.rdl...
tha ICCount or tIM nuab.r 0' aCCCMM'It. hald. (') ()
I' . double ..t.rl.k (NN) .pp..r. b,'or. your 'Ir.t n... In the Iddr.., portion 0' thl. not~cJ~.th. li:~OD
.Ir'~y h.. bien dlduct.d fro. th. account b.llllc, .. raport.d by th. ,lnancl.1 In.tltutlon.
d..th .r.
of the v.lu. 0'
~,:O
.xclu'l~
2. Ent.r thl tot.l b.lanc. a' the account InclUding Int.r..t .cerued to th. d.t. a' d..th.
s. The percent 0' the account th.t I. t.w.bl. 'or ..ch .urvlvor I. d.t.r.lnad I' 'ollow'l
A. The parc,"t taxabl. 'or Joint ....t. ..tabllah.d lor. than one y..r prior to the d.c.dent'. d'lth,
(,'-,
j- :
-,-j
1 DIVIDED BY TOTAL HUHBER OF
JOINT OWNERS
Ex.-pI.1 A Joint ....t r.gl.t.t.d
DIVIDED IV TOTAL tutBER OF X 100 . PEACENT TAXAlLE
SURVIVIND JOINT OWNERS
In the n... of th. d.ced..,t and two ottwlr par.on..
,
1 DIVIDED IY 5 (JOINT OWNERS) DIVIDED .Y 2 CSURVIVORS) . .167 X 100 . 16.7;( CTAXAllE FOR EACH SURVIVOR)
"'-', --
.. The percent t.xabll 'or ....t. craeted within ana y..t of the d.e.d.nt'. d..th or account. own~ b; the ~ent but held
In tru.t for anoth.r IndlvlduaUs) (tru.t b.".f1clar1..J1
. ,
I DIVIDED IY TOTAL HUHBER OF SURVIVING JOINT
DWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAkAILE
'r.J
Ex.-plll Joint .ccount n.htued In th. n.e. 0' th. d.c.dant and two oth.r p.tlon. and ..tlbllsh.d within on. yeef~df d..th by
tIM d.e.dent.
I DIVIDED BV 2 (SURVIVORS) . .50 X 100 . SOX CTAxalLE FOR EACH SURVIVOR)
~. The.-aunt lubJ.ct to tlX (lln. ~) .. d.t.r.ln.d by .oltlplYlng th. .ccount belanc.
S. Ent.r the tot.1 of th. d.bts and d.ductlon. Ilstld In Plrt J.
6. The NOU'1t talC8ble Uln. 6) h dlhrllln.d by .ubtrlctlng th. d.bt. end d.dUctlon. Uln. 5) fro.
7. Ent.r tha approprl.,. tlX r.t. (1In. 7) I' aat.relned bllow.
.
, -
i
(111\. J).
, .)
'ubject to tax Uln. ~).
Uln. 2) by thl pare",t t.xabl.
the llIOunt
A. For d.te. 0' d.eth occurring "t.r 6/Jo/9~, tha t~x rat.. 'or trln.f.r. to .pou... .r. .. 'ollow'l
1. D.t.. 0' d..th on or .,t.r 7/1/94 and b.fora 1/1/95 th. ret. I. lX.
Z. D.t.. 0' d..th on or .,t.r 1/1/95 tren,'.r. to .pou... will b. t,lC.d It OX t.x r.t..
Not'l For dat.. of dI.th prior to 7/1/9~ tran,'ar. to .pou... .r. tllClbl. at 6X.
I. Tran.flrs to Ilns.1 d..candant. Including f.ther, lather, .on, daught.r, grandchildren, .on-In-l.w,
deught.r-In-law, .tepchlld Dnd their I..ue Ir. t.lCabl. .t .1. perclnt (6X).
C. Tran,'ers to .11 othlrs Including brothlr, .I.t.r, unci., aunt, n.phew end nl.c. .r. telCabl. et fl,t.", p.rc..,t
D. If you changa \hi tax ret., pi.... .peclfy your r.l.tlon.hlp to thl dacld.nt In the ar.. provld.d.
I:~J
r::.J
-.:,
(UX).
a. ThI aeount of tlx due (llns a) I. d.t.relned by .oltlplyl", the eaount tlxlbla (line 6) by thl t.1C rlt. (line 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabll debt. and daductlon. .r. d.tlrelned I' follow'l
A. You l.p1h .n rupon.lbl. 'or p.~ent, or thl ..tet. .ubJ.ct to "Inlltntlon by I pu.onal rapr..ent.tI". 1. In.ufflclent
to Ply the daductlbl. It....
I. You actually p.ld thl dabt. aflu d..th of tha dIc.dent and can 'urnlsh proo' 0' PIY1lll\t.
C. D.bt. ~Ina cl.l-.d au.t b. It..lz.d fully In P.rt J. I' addltlon.l 'P'CI I. nl.d.d, u.. pl.ln pep.r , lIt" xlI". Proo' 0'
PIV...t ..y bII r.qu..ted by the PA Dep.rtaant 0' R.vlnUl.
" ...,' ., .., <, '.",' TAXPAYER ASSISTANCE . . . '. ""
., IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
,.,>RE9I$TER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE. .
,<',OR. CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBUR9 AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
PURPOSE '"
HOlleE.
PAYHEHT,
AEflIilD tCRh
OBJECTIONS,
....IN-
ISTRAlIVE
CORRECTIONS I
DISCDUHTI
PENAL TV,
INTEREST'
It'I 1::<1:
*- :-; ,~
0 .'1 CO , .
;",i.?'1 ~-c l' Cl
., -" ,
,-
'. .' 'f' q
" ~ q
. ...~ d
,.) .....i, .d
U in if- '.::: E
ala: G8
a:
To fulfill the r.qulre.ent. of s.ctlon 214D of the Inheritance and E.t.t. ,.. Act, Act 22 0' 1991. (72 P.I.
Section 2140).
Del.ch the top portIon of thl, Hotlel ~ .~lt with your p.y.~t to thl Rlal.tlt 01 Will, prlntld on the
1"'.....1"'.. .Ide.
.. HIlk. chick 01'" ltOMy order plyebll tal REOISTER OF WILLS. ACOff.
All p.y.ent, rlc.lved .hlll flr.t b, applied to ~y Int.r..t which ..y ba ~, with eny ra..lndar applIed to the tlX.
A r"uncs of I tax crlldJt, whIch .... not nquelted on thl tlbC r.turn, NY be requested by cDlIPlaUng en "Application
for Refund of Penn,vlvanl, Inh.rltanc. Bnd E,t,t. Tax" (REYaI31S). Application. '1"" .v.ll~l. at the D"lcI of
the Regllter of Willi, ."y of tn. 23 R.v.nul DI.trlct Dfflc.. or by call1no the SPlalll Z~-hour ~'Wlrln. ,.rvlc.
nu.berl for far.. ord.rlng. In P.nn'Ylvanl. 1-laa~36Z~Za5a, out.ld. Penn.vlvanl. end within locII
H.rr1abur. '1"'" (7171 717~aa94, TDD' (717) 77Z-ZtsZ (He.rlng [ap.1red Only).
Any party In Int.r..t not .atl,'l,d with the appral...ent, allowanc. or dl..llowanc. of daduatlon. or .....~t
0' tax (Including dl.count or Int.r..t) .. .hown on thl. Hotlc. ..y obj.ct within .Ixty (6a) dlY' 0' rec.lpt 0'
thll Notlc. by,
-~wrltten prot..t to the PA Dep.ttl,"t 0' R.vanu., lo.rd u' App...I, Dept. ZllaZI, Harrl.bur" PA 17lza-IaZI, OR
--.Iactlng to h.v. t~ ..tt.r d.t.r.ln.d .t the DUd1t of the .ccount 0' the p.r.on'l rapr..antatlv., OR
--appe.l to the Orphan.' Court
Factu.1 '1"'1"'01"" dl.cover.d on thl, .......ant .hould b. addr....d In wrltln, to. PA Dap.rtaant 0' R.vanua,
BUt..u 0' Indlvldu.l TIX", ATTN. po.t A.....-.ot A.vl.w unit, DEPT. ZIa6al, H.rtIJbura, PA 17IZI~D6DI
Phone (717) 717~65aS. s.. Pig. 3 of the boOkI.t "In.tructlon. for Inherltanc. T.x R.turn for. R..ldent
Dec.dlnt" (REV-1SD1) for an ..planltlon of adalnl.tratlv.lv corr.ctabl. .tror..
I~ any tax due I. p.ld within thr.. (5) clland.r ~th. a,t.r the d.c.d.nt'. d.ath, a flv. parcent (S~)
dhcount of the t.x p.ld II allow.d.
The 15X tax ean..ty non-participation pan..ty I. coaputed on the total 0' the t.x end Int.r..t ......ad, end not
p.ld bafor. Jenu.rv 11, 1996, the 'Ir.t day Ift.r the and 0' the tax -.ne.tv p.rlod. Thl. non~p.rtlalp.tlon
pltlalty II appaal.tJI. In the ... '8I1M1'" end In t~ the ... tI.a parlod .. vou would "plll the tax and Intlr..t
that h.. baan ......ad .. Indlu.t.d on thl. notlc..
Int.r..t I. charged baglnnlng w1th 'Ir.t d.y of delinquency, or nine (91 lanth. end one (IJ d.y
fl'"OI the data 0' d.ath, to ~ d.t. of pavaent. T.... which bee... delinquent b,'or. J~rv I, 191Z
ba.r Int.r..t at the rat. of .1. ('~J parcant par ~ calculatad .t . d.llv rat. of .000164.
All t.x.. which bee... d.llnquent on or .ftar January I, I,.Z will baar Int.r..t at . rata which will Vary fru.
c..~1'" YIII'" to calWtdar Yllr w1 th that rata W1l"ICQ1Cad by thl PA Departaant of R.v....,.. Th. appUcllbl.
Int.r..t r.ta. 'or 191Z through 1996 '1"".
V..r Int't..t R.t. Dally Int.r..t Factor V..r Int.r..t Rat. D.lly [nt.r..t Fector
1911 lOX .OOaMI 1917 IX . nOZ47
1915 lOX .0auJa 191'-1991 lIX .nasal
19.~ lIX .aonol 199Z IX .aUZ47
1915 UX .aoasS6 1995~I994 7lt .aaol9z
19.. lOX .000274 1995"1996 IX .oaoz",
"'-Int.r..t I. calculated .. fallow.,
INTEREST . BALANCE OF TAX UNPAID X ~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. 1uuad aft.r the tax bIe... d.lInquent will r.fllct an Intlra.t c.lcul.tlon to 'Ht"" UII d.y,
beyond the data of the .....~t. If P'Yllnt I. .Ida ,'t.r thl lnt.r..t coaput.t1on date ahown on the
Not1c., .dd1tSonal Int.ra.t au.t be c.lcul.ted.