HomeMy WebLinkAbout95-00710
FILE NO. 21 -'15- 7/lJ
ACN 95143147
DATE 09-06-95
TYPE OF ACCOUNT
o SAVINCS
o CHECKINC
o TRUST
I&J CERTIF.
COMHOHW[AlTlIOF PO.HSVlVAHIA
DEPARfHEHr Of REytHlJ[
BUREAU OF INDIVIDUAL 'AXES
DlPT. UD60t
HARAISIURG, PI 171ZIaD601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
1"-1"111'''11-'"
EST. OF MARY F QUIGLEY
5.5. NO. 206-10-9337
DATE OF DEAT/I 06-26-95
COUNTY CUMBERLAND
WILMA J CLARK
63B HIGHLAND AVE
MT HOLLY SPRINGS PA 17065
RENIT PAYNENT AND FORNS TO'
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HARRIS SAVINOS BANK h.. pro"ld~ the Oepart..nt with the Infur..tlon U.tld balow which hu ba.n u'ld In nlcuhtJna thl
potentia. tax due. Thalr rlcord. Indlc.t. that at thl d..th of the abovI dlCldlnt, you ...t. I Joint owner/benlflcl.ry 0' thl_ ICCOunt.
If you ,..1 thh Infor..Uon II Incarrect, pl.... obtaIn ..,.Ittllf'l corrlctlon frol thl financial In.t1tutlDn, .ttach . copy to thh forI
and r.turn It to t~ aboVI addr.... Thl_ account I. tlxabl. In ~cord~c. with thl Inheritance TI. L.... a' In. Coe~....lth ~, Plnn.vlvlIf'Il_.
Due.tlon. ..y bl en....r.d by calling (lll) le7.eS2~.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 09-55-255899 Oete 01-04-83
eotob1hhed
Accoun' Be10nce 20, OS4. 93
Percent Taxeb1a K 16.667
Aaount Subje.t to Tax 3,347 . 56
Tax Rata K .15
P.t..,Ual Tax Qua 502.13
PART TAXPAYER RESPONSE
[HI FAILURe. "TO RI!S..OND WILL' RI!SUL '1\ IHAH' OFFICIAL TAX. ASSI!SSNEHT. BAUIt aNTHIS, 'HOTICI!I
.. 0 1ht1 abov. Infor..tlon Met tlUC ...... h correct.
1. You ..V choo.. to r..lt p.~t to th. R.al.t.r of will. with two copl.. of thl. natlc. to obt.ln
. dl.count or avoId Int.r..t, or you "V check box "A" and r.turn thl. notlcl to thtl R'al.t.r of
WIll. Met en officl.l .....~t will bl I..ued by thB PA o.p.rt-.nt of R.venul.
To In.ur. proper crldlt to your 8CCount, two
CZ) copl.. of this notlCI .....t 8CCO...,y your
p.y...,t to the R.gl,tlr of Will.. H8k. chick
plyabl. tOI "R'alstlr of "1118, Agent".
HOTE, If tl. p.ys..,tl .r. .~ wIthIn thr..
C,) ~th. of the dlcedent'. d.t. of d.ath,
you ..y dlduot . 5% discount of the tlx dlM,
Any InhlrltlnCD tax W. will bleo.. dllln"","t
nlM (9) ~th. attlr the date of d..th.
[CHECK ]
ONE
BLOCK
ONLY
I. 0 Tha abov. ....t h.. b..., or will be rDPort~ and hue paid with thIi Pam.vlvant. InhlrltMC' T.x nturn
to be fllad bv tIM d.ud..,t.. rDPr....,t.tlv..
C. 2(] The Ibov. Infor..tlon l~ncorrRt end/o~lbt. ~ dedUction. war. paId by you.
You .....t capllta PART l!J and/or PART L!..J b.low.
PART If ~ou indic.te e different t.~n[.te, p~B'e .t.t. your
[!] relationship to decedent I f1!!g~ ~1..4o.t...
TAX RETURN - COHPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data E.tab1hhed 1 I-#,-lf',-::o.,
2. A..ount Balonc. 2 ,90. 0 '} i' ., .::S
;5. Percent Texable 3 x . l.rJ U, 7
4. AllDunt Subje.t to Tax 4 .3. .3 If. 7, ~
5, Debt. end Deduction. 5-
6. bount T.~_le 6
7. rex R.t. 7 x
8. T.~ Due e
') OI"FICIALUSEONLY DAAFI
.' PA DEPARTHEN10FREVENUE!
,
PART
~
DATE PAID
PAD
, "I:'
:,2" '
':.,0...., 3"::"'-'"
.;}I: '
,6
"" ,7
I 4 O. k I ,,", 8""
DEBTS AND DEDUCTIONS CLAIHED
. 0"
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL CEnter on Line 5 of T.~ Co~t.tlon) .
perjury, I deol.~e that the feet.
.y knowledge and belief,
and
C:"-
DATE
'. j
.<!
, -.~
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with BPPllcabla lnl.r..t b..ed on tnfor..Uoo
tuNlttN by tM fln~l.l In.tltutlon.
2. IntMrltWtCI tl. b~OIte' delinquent nine ItOf1th. ,Uu tM dKMtent'l de" of d..th.
J. . Joint account" t,..I. 1'1'" though the d~edent". n... ..I' ~ed II . ..U.r of convenlllnu.
4. Account. IIncludlna \1101' held between hutbBnd WMt wlfa) which the dHMent put In Jalnt n.... within one y..r prior to
~th .r. fullV t..~l. II tren,'.r.,
I. Account. ,st_lhhed Jolnth bit....... hutbMet Bnd wlf_ 1tG,.. th., OM y..r prior to d..th .r. not t.uble.
.. Account. held by . dee.dtnt "In 'rut' for" another Dr other. .r. ,...1, fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. .lOCl" - If the Intonation Ind cMPUt,tlon In thl notlcl In correct end deduction. .r. not t.lng chl.eeI, placa ." "X.
In block ..... Df P.rt 1 of the "'TI.p'v.r A..pon.... 'Ictlon. Sign two copl.. Iftd .~It t~ with your check for the .-aunt 0'
t.. to the Regl.t.r of will. 0' the county Indlc.t.d. Th. PA D.p.rt..nt of R.v~ will I..u. an 0"101.1 .......-nt
(for. REY-1541 EX) upon r.c.lpt of the r.turn fral the R.gl.t.r of Will..
2. BLOCK' - If the ....t .peclfled on thl. nollc. he. been or will be r.porled end ta. paid with the P.nn.ylvanla Innerltenea
T.. A.turn filed by the d.c.dent's r.pr..ent.tlv., pleee an "X- In block ~a- 0' P.rt I of the -Ta.p.yer R..pon..- 'IOtlon. Sign ani
copy .m return to the PA D.p"t...,t 0' RevM'IUI, IUrI"" of Individual T...., D.pt Zla601, lIarrhbUrg, PA uua-06Dl In the
any.lop. provided.
J. ILOCK C _ If the notice Infor..tlon I. lncorr.ct endlor deduction. er' being cl,laad, check block -C- end cDlpl.t. P.rt. 2 and J
according to the In.tructlon. belOM. Sian tw~ copl.. and lub.lt th.. with ~ou~ rhac~ for the .-ount of tftW payabl. to the A.al.t.r
of NUJ. at the county Incite.t.a. The PA Dep..rt..,t of klvltnUII wl11 I...... on urflc1.1 ........ant (fu.. RfV-1541 EX) UfIOIl ,.c.lp,"
of the return fro. the RIGhter a' Wllh.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Enhr the dati the account orlalnally wa' ..tMillahld or tltlad In ttM .....,.r 'Khtlna at dlt. of d.ath.
NOTE I far a dIe~t dying .ft.r l2/12/a21 Account. which the d.cedent put In joint n.... within one Cl) v..r of d..th .r.
t.xabl. fulh II tnnd.rs. Hawver, tPMre I. M ..clu.lon not to ..c.1d n,ooo p.r trln.t~~Jreaardl'" of the y'!lue of
the KCOU1t or U,. nwtMr of account, held. c: r- If., ~p 1']
I' . daubl. a.t.rllk (ww) appe.r. before your flr.t naae I" thl addr... portion a' thll notl~., the IS,DDD Ixolu.lon
alr'~y h.. bean d.ctuctld fro. the ItCcount b.IBnO' .. report.s by the financial In.tltution, .
2. Entar the total b.lanca of the .ccount Including Int.,.st accrued to thl chih of de.th.
S. The parcant a' the account th.t I, t.xabl. for .ach .urvlvor I. dat.ralned .s 'ollow..
A. T~ parcant t.Kabl. far Joint ....t. ..tabllahed acr. than ~ y..r prIor to the d'c~ant". da.th.
'."
,--.,
-1~J
';1
,-'
1 DIVIDED IY TOTAL MJKIER OF DIVIDED IV
JOINT OWNERS
ExIllPI.1 A joint ....t reght.rad In the n.. a'
TOTAL NJHJER Of' X IUD . PERCEHT TAXAlLE
SlINIVINO JOINT OWNERS
tt. decadent .tct two other parson..
1 DIVIDED IV J (JOINT OWNERS) DIVIDED IY ! CSURVIYnRS) - .167 X 100 . 16.n tTAXUtE fOR EACH SURVIvOR)
"'"
I. TM parcent ta..bl. 'Or ....b cr.. tad within ~ Vllr 0' thl decadent'. death or ItCCCKa"lt. ownacI by the dac.."t but h.ld
In tru.t 'or MOther IncllvldullU') (tru.t beMflchrl..h
1 DIVIDED IV TOTAL NUttiER OF SLRVIVING JOINT
OWNERS OR TRUST IEHEFICIARIES
X 100 . PERCENT TAXABLE
ExIllPI.. joint ItCcount reahtarad In the nan of tha decadent .tct two otha;r parson. and ..tabllshed within one y..r of d.ath by
the d.eadent.
1 DIVIDED IV 2 (S\IIVIVQM) . .50 X 100 . 50~ (tAXAlLE FOR EAell SURVIVOR)
4. ThI naount .ubJ.ct to taM (II~ 4) I. d.t.r.l~d by aultlplvlna t~ account b.lenca (line 2) by thl parcant taMabla Cline S).
S. Enter thl total a' the debt. and daductlon. lht.d In p.rt S.
6. The a.ount taxlbl. (line 6) I. d.t.ralnad by lubtr.ctlng the d.bt. and deduction. (line 5) 'roe the ..aunt .ubjltCt to t'M (lln. 4).
7. Enter the approprlat. t.x rat. (1lne n a. datar.lnad b.low.
A. For dat... 0' death occurring after 6/10/94, thl tax rata. far tran.f.r. to .pou... are a. fallow..
1. Dat.. 0' da.th an or .ftar 711/94 and be'ore 1/1195 the rat. .. ,~.
Z. Oat.. of d.ath on or aft.r 111/95 tran.f.,. to .paull. will b. tued It o:t: tu rata.
Hotl' For d.ta. a' d..th prior to 711194 trM."" to .paull. are tullbl. .t U.
I. Tran.fa,. to linnl d..cMdwlt. Including fathlr, IIDthar, Ion, daughtar, arandchUdren, .an"ln-I...,
daughtar"ln-I..., .t~hlld and thalr I.sue ar. taKable .t .1. parcant (6XI.
C. Tran.f.r. to .11 other. Including brother, .I.t.r, unc)., eunt, ~ and nlac. ara t~ebl. at flft.an percant C15X).
D. If you chenaa the ta. rah, P..... fPlClfv vour relationship to thl decedent In thl .raa provided.
I. The 88DUnt 0' t.. due (line all. d.t.r.lned by .ultlplvJno thl .-aunt te~abl. Cline 6) by thl tu r.t. (11ns 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debt. and deduction. .ra Htar.lnad .. followlI
A. You legally .r. r.~.lbla 'or p.,.ant, Or the ..t.t. lubjact to adalnl.tretlon by a parlonal r.pr..antatlv. I, In,u"lclent
to p,y thl daductlbl. itN..
I. Vou actuallY paid the dabt. aft.r Math of the dec~t and CIIn furnIsh proof of p.YIt8I'It.
C. Debts tMlna clalHd .u.t be It..bad fully In P.rt S. If ~c:Ut1DMI spICa h naadad, u.. phi" papar a 112- K 11-. Proa' 0'
pa)'llf'lt ..y tM r.qu..tad by the PA Paperbant 0' R.vanua.
.. . . ... '.p.. ..p.. .. .TAXPAYERASSISTAHCE . ." . .
":"'\'. '.,.:,,'(' IF YOU' NEED '.' FURTHER .: INFORMATION :'. OR ASSIST ANCE) , CONTACT ANY ." "'.:'" .'.
'.,....:..>>:: RE9ISTER OFWILLS.>PA. DEPARTHENTOFREVENUE DISTRICT OFFICE .... '.
"OR.CALL THE BUREAU OF INDIVIDUAL' TAXES. TAXPAYER INQUIRY UNIT IN'
HARRISBUR9AT (717)787-8327/ TDDI (717)772~2252 (HEARIN9IMPAIRED ONLY)
_. -. ...--,......'-.. ~-
,
.....-------_&.. ~~--:-----_._- ----.:...------.-----------
",,- 'a i'" .1>A;'<~i;:~\<:~~1' ~~~;::.. ~O~~d~E'ALTH OF PENNSYLVANIA
, , ~o.~, ..~, DIPARTMINT OF RIVINUI
1.j.,.f~; ;'I'~'I'" , P .ICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
,
"
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'I
.
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*'
RECEIVED FROM,
"--..
D
ACN
ASSESSMENT ITI
CONTROL ...
NUMBER
AMOUNT
"
"
WILMA J CLARK
638 HIGHLAND AVE
OJ:514::!147
IU'6.81
MT HOLLY BPRINGB, PA 1706~
i
'0(0 HUE j
I
ESTATE INFORMATION,
t:I FILE NUMBER
~ el-l"~-0710
t:I NAME OF DECEDENT ILAST)
I;i QUIGLEY MARY F
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
BBN e06-10-'337
(FIRSTI (Mil
CUMBERLAND
DATE OF DEATH
m TOTAL AMOUNT PAID
REMARKS
WILMA J CLARK
C/O e~ W LDC~ST BT ENOLA,PA
CHECK4l 1877 /
SEAL
RECEIVED BY
l;fj,... ,
. REGISTER OF WillS ,~~~rlil~ERL~~IalLLS iJfA;{' :
__ ___ _______ ___ ____ _____1_ - -- -- -- -'- - - - ---,- r;.---'- -or-:7
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/5_:;7-),
REV-1548 EX AFP (12-94*
COHHOHWEALTH OF PENNSVLVANIA
OEPARlHENT Of REVENUE
IUREAU OF INDIVIDUAL TAMES
DEPT. 210601
HARRUBURG, PA 171Z1"0601
c....
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLONANCE DR OISALLONANCE
OF OEOUCTION"\ AND ASSESSHENT OF TAX ON
JOINTLY IELO OR TRUST ASSETS
DAT! 11-06-95
COUNTY
ESTATE OF QUIGLEY
MARY
F DATE OF DEATH 06-26-95
FILE NO. 21 95-0710
S.S/D.C. NO. 206-10-9337
WILMA J CLARK
638 HIGHLAND AVE
MT HOLLY SPRINGS PA 17065
CUMBERLAND
ACN
95143147
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
Allount R.1I1 t ted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv=is4-i-ix--AFP--ri1i=94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-06-95
ESTATE OF QUIGLEY
MARY
F DATE OF DEATH 06-26-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0710
TAX RETURN WAS.
S.S/D.C. NO. 206-10-9337
ex) ACCEPTED AS FILED e) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. HARRIS SAVINGS BANK
ACN
95143147
ACCOUNT NO.
09-55-255899
TYPE OF ACCOUNT. e) SAVINGS e ) CHECKING e ) TRUST e ~ TIME CERTIFICATE
DATE ESTABLISHED 01-04-83
Account Balanca
Percent Taxable X
Amount Subject to Tax
Debt. and Daduction.
Taxable Amount
Tax Rate X
Tax Due
20,084.93
0.166
3,347.56
.00
3,347.56
.06
200.85
TAX CREDITS:
PAYMENT
DATE
09-22-95
RECEIPT
NUMBER
AA082179
DISCOUNT e+)
INTEREST (-)
10.04
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 A~DRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
190.81
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR), YOU HAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.
200.85
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PURPOSE Of
HOTlClt.
To 'ulflll thtl raqulr...,... 0' S.cUon 1140 0' the Intt.rltanca Md E.t.t. T.. Act, Act 110' 1991. (71 P.S,
SacUon 1140).
PA'mEHTI
D.t.ch thtl top portion of thl. Hotlca end .ub.lt with your p'w-ent to the R.gI.t.r of Will. prlnt.d on the
rav".. .Ida.
.. "aka check or aoney ord.r p.yabll tOI RECISTER OF WILLI, ACEHT.
All p...ent. r.c.lv.d .hall 'Ir.t be .ppll.d to eny Int.r..t which ..y b. du., with any r...lnd.r applied to the t...
Rffllrm (eR) I
, r.fund of . t,. cr.dlt, which WI' not r.qu..tld on the t.. r.turn, ..y b. r.que.t.d by co.pI.tlng In "Applleltlon
for R.,und 0' Penn.ylvanla Inherltanc. and E.tlt. TI." (REV.1SIS). Application. Ira Iv.lllbl, It the O,flcl of
the R.,I.t.r of Will., any 0' tha 25 R.v~ DI.trJct O'fle.. or by calling the .p.clal 24.hour an.werlng ..rvlca
nu.blr. for for.. ord.rlng1 In Penn.ylvanla 1-800-562.2050, out. Ida P~.ylv,"la and within local
HlrrllbUra ar.. (717) 7.7.8094, TDDI (717) 772.2252 (H..rlng lap.lr'd Only),
OBJECTIONS I
,"y plrty In Int.r..t not ..tl.,I.d with the IPPral..llnt, .llowlnc. or dl..llowenc. 0' d.ductlon. or ........nt
0' tlx (Including dl.count or Int.r..tl I' .hown on thl, Notlc. .ay obJ.ct within .I.ty (60) dlY' of recalpt 0'
thh NoUc. bYI
--wrltt.n prot..t to thl PA Dlp.rt..nt of R.v.nu., 10lrd 0' App..l., D.pt. 211021, Hlrrl.bura, PA 17121-1021, OR
....hcUna to hlv, the ..tt.r d.t.r.lnad at thl .udlt 0' thl account of thl p.r.onll npr...nt.Uv., OR
".app.II to the Orphln'. Court
ADMIN-
IITRATlVE
eDRRt:CTIOHSI
F.ctull .rror. dl.cov.r.d on thl. .......lnt .hould ba addr....d In wrltln. tOI PA O.p.rt..nt 0' R'v,nu.,
lur..u 0' Individual T.x.., ATTHI Po.t A.......nt R.vl.w unit, DEPT. 210601, Hlrrl.burg, PA 17121-0601
Phone (7171 787-6101. S.a p... 1 0' the bookl.t "In.tructlon. for Inh.rltanca T.. R.turn for a R..ldlnt
O.c.dent" (REV.I&OI) for an ..planltlon of .d.lnl.tr.tlv.ly corr.ot.bl. .rror..
DISCOUNT I
If any tlx dua I. paid within thr.. (3) cII~dlr aonth. .ft.r the dlc.d.nt'. d..th, . 'Iv. p.rc.nt (5~1
dllcount of the tax p.ld I. .llow.d.
IHTERESTI
Int.r..t II ch.rD_d b'Dlnn!ng with 'Ir.t d.y of d.llnquency, o~ nln. (9) aonth. end on_ (1) dlY
fro. the dlt. of deeth, to the data 0' p.y.ant. TeM" whIch bICI.. d.llnquent b.fore Janulry 1, 198'
be.r Int.r..t .t the r.ta 0' .Ix ('~) p.rcent p.r annuM c.lcul.t.d .t . d.lly rete of .0001'~.
All tIM., which b.c... d.llnquant on or ,'t.r Janu.ry 1, 1981 will b..r Intlr..t at . r.t. which will v.ry froe
calandlr y..r to eal.ndlr y..r with thlt r.te announc.d by the PA D.p.rt.ant of R.venu.. Th. applIcable
Int.r..t r.t.. 'or 1982 through 1995 .r'l
"WI: Int.,...t Aate Delh, tn..,...t F"eto,. "WI: Inti,.... A.t. Dell" Int.,.... F.eta,.
1982 Z.~ .oa05~. 1917 ,~ .000247
1915 16~ .000418 1911-1991 ll~ .000501
1'14 11~ .000501 1992 9X .000U7
1915 IS~ ,000556 1991.1994 7~ .000192
1.1. 1O~ .000274 1995 ,~ .000247
."Inhr..t .. cllculat.d .. follow. I
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NoUc. I..uad .ft.,. thl tall b,col" delinquent wUI nfl.ct an Inter..t c.hullUon tD f!ft.en (5) d.ys
beyond the data of the .......ant. I' ply-.nt I. .Id. I't.~ the Int.r..t CUMpUt.tlon det. .hown on the
Notice, addltlonel Intar..t .u.t b. c.lcu..t....