HomeMy WebLinkAbout95-00933
CDHHDNwrAl tIl or II(NNSYlYAN1A
o(rAR1HtN' Df ~(Y(NU[
BUN(AU Of INDIYIDUAl IAX[S
DtP1. ZeOnl
ttARRISBURG, PA l1ue'DIbDl
Jli
i'.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
ND.
21-Q5-.J1 33
95147241
10-03-95
'If
I19.U_1 fill' 11-"'
EST. Dr LVDIA M HOLMES
5.5. ND. 577-38-2014
DATE Dr DEATH 05-25-95
CDUNTY CUMBERLAND
TVPE OF ACCDUNT
o SAVINGS
[Xl CHECKING
o TRUST
o CERTIf.
LUCV H CONN
514 N CDLLEGE ST
CARLISLE PA 17013
REHIT PAYHENT AND fDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
PNC DANI( hn provided the Depllrt.ent with the Infor..tlon I hted billow which hIlS !M1ln u'lld In ulcul.tlnll thlt
potllnthl h. dull. Their r.cord. IncUclll1l thlll Ilt the dll.th of the above dllcedllnt, you w.r. Il Joint own.r/b.neflcl.ry of this .ccount.
If you f..1 thl. Infor..tlon I. Incorr.ct, pl.... obt.ln wrlttlln carr.cllon fro. the flnancllll In.tltutlon, .tt.ch . copy to thl. 'or.
and r.turn It to 1m. abov. .,Idr.... Thl. lI~cnu"t II I....bl. In IlCCOrdMt'l witt 1he JII''If,dtDi''I::~ Tri, ,.". '" Ih. f'urinwc::.Hh of ".~...,;.hltll..
vue.Uon. IlIlY be 1lI1...rIlfU by "'.ll1nll UU, ;lt/'u:'il.
CDMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIDNS
Account No. 5140432406 D.t. 07-11-B9
E.t.blhhed
Account D.lanc. 29,933.83
Percent Taxabla X 50.000
A.ount Subj.ct to Tax 14,966.92
Tax Rat. X .15
Potantial Tax Du. 2,245.04
PART TAXPAYER RESPONSE
!Ill FAILURE TO RESPOND ifILL RESULTIHAH OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE
.. 0 Th. aboll. Infor..tlon end t.. dull Is corr.ct.
I. You ..y choo'. to r..lt p.y.-nt to the Rllalst.r of Will. with two cop Ill. of thl. notice to obtllln
a dl.count or Ilvold Int.r..t, or you ..y ch.ck bo. "A~ and return this notlc. to the Rllgl.t.r of
WISI. and an ofrlcllll .......ent will b. I..ued by Iha PA a.p.rt.ent of R.venu..
To In.ur. prop.r cr.dlt to your account, two
eZI copl.. or this nollce llU.t .cco.peny your
p.yaent to the R.gl.ter of will.. Hak. check
p.yabl. tOf ""R.gllt.r of Wills, AlIent...
NOlEJ If t.~ pey.-nt. ere .ed. within thr..
e]) .onth. of the d.clldll~t'. det. of d..th,
you .ay d.duct e 5~ dl.count of the t.. dull.
Any Inh.rltanc. tll. due will bllcOMl d.llnqu.nt
nln. C,) eonth. .rt.r the date of dllllth.
[CHECK ]
ONE
BLDCK
DNLV
B. 0 Th. &ball. ....t hIlS be." or will b. reported and t.. p.ld wlth the Penn.ylvanle Inherltanc. Tn r.lurn
to be fll.d by the dllc.dent'. r~re.."tellv..
C. ~ Th. above Infor..llon l~ncorr8Ct ftnd/o~.bt. and deduction. w.r. peld by you.
~ You .u.t co.pl.t. PART L!J ard/or PART ~ billow.
PART If you Indlcata a different tax ,..ta, pl.a~a".d.te your
~ relation.hlp to dec.dent 1 :5- ' ,"I \..A~~ ;1> ',,-
TAX RETURN . CDMPUTATION DF TAX DN JOINT/TRUST ACCDUNTS
LINE 1. Det. Establl.hed 1
2. Account a.lance 2
3. P.rcent Taxable 3 X
4. AMOunt Subject to Ta~ 4
S. Debt. and Deductions 5
6. Anount Taxable 6
7. Tax Rat. 7 x
8. Tax Due 8
OFFICIAL USE ONLV [J AAF
PA DEPARTMENT OF REVENUE
PART
[!]
DATE
DEBTS AND DEDUCTIDNS
PAD
1
2
3
4
5
6
7
8
CLAIMED
/ r, oj I. (, y...........
/, ,'r,-
':-1-<1 Y--:~JI
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL lEnt.,. on Line 5 of Tax COMPutatlonJ
I
.
Undar panaltle. of perjury, I declare that tha
co~plete to the a.t of ~y knowladge and ballef.
.-
(r--~.-- - "
fact. I haYa raported aboYe
HOME '7)
WORK ~ )
true, correct
/',} :;0-/
11 5.~
GENERAL INFDRMATION
1. FAlLURE TO RESPOND WILL RESULT IN AN OfFICIAL TAM ASSESS"EHT ..lth applluble Int.t..t b.,.d on In'or..lIon
lubIIltt.d by the tlnMel,1 Instltullon.
Z. Inhll"lt.w:1 tal blcCHI" d.lI~."t nine lonthl .fhr the decadenPs det. o' d.ath,
S. A Joint account I, ,..abl. Iven though the decadent', n~' w.. ~.d .. . ..tt.r of convenl.nc..
~. Account. (Including tho,. held betWIM hu.b~ And NI'.J which the decedent put In Joint n~.. wlthl" one v..r prior to
d..th '1". fully t...ble .. Ir"",f.r..
S. Accounts .,tabllshed Jointly b.tw..n hulbftt'd Md ..II. !MIr. thM on. y..,. prior to duth .r. not '..abla,
6. Account. held by . decaden' "In tru.t for" RnOlh.r or other. .1". t..RbI. fully.
REPDRTING INSTRUCTIONS - PART
1
- TAX PAVER RESPDNSE
I. BLOCIC A - [f 1M Infor..tlon and co..,ut.tlon In thl notice .1". corr.ct "nd deduction. .r. not being dll..d, piau en "X"
In block "... of Patt I of the "'..p.v.r R..pon.." ..ctlon. Sign two cop I.. and .ub.lt th.. .Ith your ch.ck for the eeount of
tall to the R.lIhtar of "1111 or the county Indluted. lhe PA D.p.rt..nt of R.....nue .111 Inu. an offlcl.l ........,t
Cror. REV~I~~I EX) upon r.c.lpt 0' the r.turn fro. the Regl.t.r of "Ill..
Z. ILOCK I - If the ....t .p.cl,led on thl. not Ie. ha. b.en or .111 be reported end t.. p.ld MSth the Penn.yl...."I. Inherltanc.
'.11 R.turn fll.d by the d.c.d.nt.. r.pr...nt.tl...., placa an "X" In block "I" or P.rt I of the "T..p.y.r R..pan.." ..ctlon. Sign ana
copy end r.turn to the PA D.p.rt.ent of R.v.nua, Bur..u of Individual hn., D.pt Z10601, 1I."hburg, PA I7UI-0601 In the
.nv.lop. provided.
5. BLOCK C _ If the notlc. Infor..lIon h Incorr.ct andlor dlMlucllon. .ra b.lng chl..d, check bloc~ "C" and co."l.t. P"rh 2 and J
..r.corrtl"., 10 the 1"11'1,,.11""1 11.1,.... Sic" t.." "eplu cnoJ lutrlt th.. with :.00\:1' ch.clt for 1M! .ec'ml of Ia.l: p.~.~I. Ic 1M RiJght.,
a. Will. or the county Indlut.d. The PA D.p.rt.."t 0' R.vllnUA .Ul ...u. an off Ie hi .......ant Ifor. REV-IS41 [X) upon rae.lpt
a' the r.turn fro. tha Ragl.t.r of ..III..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Entar
HOTEl
the data the IltCcount orlGlnalh .u a.tabllshad 0,. tltI.d In the .ann.r ..htlng at d.t. 0' d..th.
For. d.c.dant dvlnG .ft.,. IZ/12/121 Account. which the d.c.dent put In Joint naae. .lthln ~ el) '1..1' or d..th .ra
"ntlla fully a. trlll'l.f.,.. lID'lav.'" th.r. h en .Ilclullon not to ..c.ee1 IJ,OOO p.r tran.f.r.. r.g.rdla.. of the v.lu. 0'
the ItCCOW'lt or the nuabtlr of KCCKoflt. hIIld.
H . doubl. ..hrh~ UII') app..,. b.for. your flrtt n... In tha nddr... portion a. thh notln, thll IS,OOO ..clu.lon
alr.adY h.. b.." d.duct.d froa the account b.lanc. a. ,.eported by the flnancl.l In.tltutlon.
Z. Ent.r the tot.1 b.lanc. or the account Including Int.r..t .ccrued to the d.t. of d.ath.
J. Th. p.r~.nt of the .ccount th.t I. t.llabla far ..ch .urvlvor I. d.t.r.ln.d a. follow.1
A. Th. p.rcent tallabl. for Joint ....t. ..tabllshed .or. then ana '1..1' prior to the d.c.dant'. d..thl
DiViDED IV TOTAL HOHlER OF
.MJIHT OWNOK
E..-pI.1 A Joint ....t r.gl.t.r.d
DIVIDeD IV TOUl f<<.I(lER OF II 100 . PERCENT TAllAllE
SLlfVIVIHC JOINT OWNERS
In the n... or the decedent end two other p.r.on..
1 DIVIDED IV 5 IJOINT OWNERS) DIVIDED IV Z CSURVIVORS, - .167 X 100 - 16.7% eTAXABLE fOR EACH SURVIVOR'
B. Th. p.rcent t..ablll fer ....t. cr..ted within on. y..r ef the d.c.dent'. d..th or account. e~d by the decarlent but held
In tru.t fer anoth.r IndlvlduaIC.>> Itru.t b.n.flcl.rl..)1
I DIVIDED IV TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
Ie 100 . PERCENT TAIIABLE
EMaapl.1 Joint account r.gl.tar.d In the n... 0' the d.ced.nt and two oth.r p.r.on. and ..tabll.h.d wllhln en. y..r of d.ath by
the d.cadent.
1 DIVIDED IV 2 CSURVIVQAS) . .50 II IDO . SOX nAMABLE rOR EACH SURVIVOR)
II. Th. eADunt .ubj.cl to tax Clln. iI) h d.l.r.ln.d by .ulUphlng lhe account b.lanca 11In. U by Ih. parcenl hubl. Cllna J).
S. Ent.r the tohl ef the d.bh and d.ductlon. I hlad In Pllrt S.
a. Ih" ..uu"t ,..aul. Clln" .; h ...t.r.luaU 0:.0 .uuu..alllw l.1tI oaun etlu u.uucUon. Ulna ~) trOll 'h. ellUUn' .ubJltCt 10 In Illne ....
7. Ent.r the approprl.t. t.1l r.t. CI)n. 7. II' d.t.r.ln.d b.low.
A. For d.t.. of d..th occurring .ft.r 6/50/''', the taM r.t.. for tran,'.r. to .pou'.. .1'. a. follow'l
I. D.t.. 0' d..th on or .ft.r 111/94 ftnd b.for. 1/1/9S the tat. I. JX.
Z. Oat.. ef d..th on or .rt.r I/I/'~ tran.f.r. to ,pou... will ba t...d .t 0% taM r.t..
Not.l far d.t.. or d..th prior to 7/1/'" tran,'.r. to 'POUI.' .ra ta.abla .t 6X.
I. Tran.f.r. to lIn..l d.lCandant. InclUding fathe,., .ather, .on, daught.r, grandchlldr.n, lon-In-I...,
daught.r-In-Iaw, .t.pchlld and th.lr Inue fir. tallabl. at .b p.rcent C6%).
C. Tran.f.,. to .U oth.,. Including broth.r, .ht.r, unci., .unt, nephew and nl.u .r. t..abl. .t Hft.." parcant 05:0.
D. If you chang. tha tall r.t., pl.... .paclfy your relationship to the dec.dent In the .1''' provided.
I. The aaount 0' t.1I due Cline I) I. d.t.r.lned by aultlplylng the aaount tallabl. Cllna 6) by the 1.11 rnt. Clln. 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AlIowllbl. d.bt. and d.auctlon. .r. d.t.r.lned .t follOtiIl
A. You I.galh .1'. r..pon.lbl. for p.y.."t, or the ..t.t. .ubJect to ItdItlnhtretlon by . p.r.on.. repr..antaUv. It In.ufflclent
to p.y the d.ductlbl. It....
B. You .Clually p.ld the d.bt. .ftar d..th of Ih. d.cadent and can furnl.h proo' of pay.ant.
C. Dabt. b.lng cl.I..d .u.t b. It.alz.d fully In P.rt J. If addltlon.1 .pac. I. need.d, u.. pl.ln pap.r I I/Z" II 11". Proof 0'
p.:.o.."t ..y b. r.qu..ted by lhe PA Depart.."t of A.venue.
TAXPAYER ASSISTANCE
IF VDU NEED FURTHER INFORMATION OR ASSISTANCE. CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT DF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAX PAVER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
J -. ~_ ... ~ '4
~---- -- --. ---r--------.- . - - .....-. .. --.---- - --- .U. ---.---
D""A'A 08240 2 COMMONWEALTH OF PENNSYLVANIA ~.. .'~~'" ~-.
. NO. DEPARTMENT OF REVENUE .
~;.,I1" ..'....1 OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVED FROM,
fJ
ACN
ASSESSMENT 'l'I
CONTROL ~
NUMBER
AMOUNT
'f::)1 '+ 1241
.t1'ftl.01
l.UCY H CONN
l511t N COl.l.EGE
CARl.ISl.E, PA
STREET
17013
'......
ESTATE INfORMATION,
!:'I filE NUM&ER
g el-199l5-0933
~ NAME Of DECEDENT IlAS11
~ HOl.MES l. VOlA M
II DATE Of PAYMENT
m POSTMAR ~.l9!5
COUNTY 10
CUMBERl.AND
DATE Of DEA1H
SSN l577-38-e011t
IflRSTI IMI)
m TOTAL AMOUNT PAID
.898.01
VZ
REMARKS
I
i
I
!
!
-,,_ _ __ __.____ _ ___________7""--- -- ----- - - - --- -~;::-:-:---- - r ,-
l.UCV H CONN
i j /-,
RECEIVED BY _ I; /11 ! i: ' /! n' j /, ,/
,.. ~IONATU~f .
MARV C. l.EWIS .<'1.;,1"'/'-(
REGISTER OF WIl.l.S
SEAL
CHECK" l578
REGISTER OF WILLS
",
" '
. .
--'--
.
'7~-~'-^'_O;""""'-"~.~_ _"",",r -.....:.
, . I
"OTIC& OF I"M&RITAMC& TAK
APPRAIB&n&"T. ALLOMA"C& DR OIBALLOMA"C&
OF O&DUCTIO"", A"O ABB&BSn&"T of TAK 0"
JOI"TLY II&LO OR TRUST ASS&TS
. I "
,/.- i
REV-1548 EX AFP (12095)*1
cot'tONWULTH Of PEHNS'tlVAHIA
DEP1Rlt€NT Of REVENUE
BUREAU oF INDIVIDUAL TAXE1
DEPt. tl06DI
UlRR1SlUR1Jt Pl 171 U.U01
\ DATE
03-25-96
COUIITV
CUMBERLAIID
ESTATE DF HOLMES
LYDIA
M DATE DF DEATH 05-25-95
95147241
FILE 110. 21 95-0933
S.S/D.C. 110. 577-38-2014
LUCV H CDIIII
514 II CDLLEGE ST
CARLISLE PA 17013
ACII
REHIT PAYMENT TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
r
A.OUn\ "..ltted
]
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FDR YOUR RECDRDS .....
;1f;' "",,,,,,,,,;-,,.,CC;;,----------------------------------- -------------------------------------------------
NOTICE OF INMERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-25-96
ESTATE OF HOLMES
L VOlA
M DATE DF DEATH 05-25-95
CDUIITV
CUMBERLAND
ACN
95147241
FILE NO. 21 95-0933
TAX RETURN WAS.
S.S/D.C. ND. 577-38-2014
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FIIIANCIAL INSTITUTIOII. PIIC BAliK
ACCOUNT liD.
5140432406
TYPE OF ACCDUNT. () SAVINGS (lO CHECKIIIG ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-11-89
Accaunt Balance
Per-cant Taxable
Amaunt Subject ta Tax
Debts and Deductians
Taxable Amaunt
Tax Rata
Tax Due
29 ,933 .83
0.500
14,966.92
.00
14,966.92
.06
898.02
~
~
TAX CREDITS:
PAVMENT
DATE
12-12-95
RECEIPT
NUMBER
AA082402
DISCOUIIT (+)
IIITEREST (-)
.00
NOTE. TO IIISURE PROPER CREDIT TO
YDUR ACCDUNT. SUBMIT THE
UPPER PORTION OF THIS NDTICE
WITH YOUR TAX PAYMEIIT TD THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE cHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER DF WILLS. AGENT."
AMOUNT PAID
898.01
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS OATE, SEE REVERSE FOR CALCULATION OF AODITIONAL I"TEREST. ·
I IF TOTAL DUE IS LESS THoN tl. "0 PAynE"T IS REQUIRED.
IF TOTAL DUE 15 REFLECTED AS A "CREDIT" t CRI, yoU nAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORn FOR INSTRUCTIO"S. I
INTEREST IS CHARGED FROM 02-26-96 TO 04-02-96
AT THE RATES APPLICABLE AS DUTLINED 011 THE
REVERSE SIDE OF THIS FORM
898.01
.01
.00
.01
""""",,,llf
NOTlCEI
To ful'Il1 t~ r.qulr...ntl of Section 21~O of thl Inheritance end E,t.t. 'I. Act, Act 22 of 199.. 11Z P.S.
Section ZlU).
o.tKh the top portion of thh Matlcl ... ,ubIIlt with your PIYMnt to the R-ahtar of WU1I prlntMi on t'"
r...,.r.. side.
.._ .... cheCk or ItOMV order ply_II tal REGISTER OF wILLS, ACENT.
All ply.-ntl r-ca1v1ld ..,.11 first be 1lIPP1Ied to ....v Inter..t which "V be dl.M, with -"v r...lndu 1tPP11ed to the t.lt.
A r.fWMI of . tax credit, which w.. not r~.tlMl on thl tlX r.turn, .,y be nqI,Mstlld by c~l.tlng WI "'PPlIutlon
for Refund of penn.vlv...... Inherlt~. end E,tat, Tlx" (REV-IStS). applications .r. I..,allable at thl Qfflcl of
tn. Reg.I,.r of Willi, ....y of the ZS R.y~ District OffiCI' or by calling the ,peela. "-hoUr .....ver."' ..rvlcl
~r' far for.' orderlngl In penn,vlv..,.a l-IOD-S6Z-Z0S0, out, Ida pennaylvenla end within locII
Harrhburg .r.. (711) 7.'''109'', RD' (717) nZ-21St I....rlng 1..lred Only).
Any party In lnt.r..t not ..tl.fled with t~ appr.l...-nt, .llowance or dl..llowanca of deduCtion. or 11.11...nt
af t.. (Including discount or Inter..t) .. .hoWn on thl. Hotlc. .IW obJ.ct within .Ixtw (60) dlw' of rlcalpt of
thh HoUel bwa
--wrlttan prota.t to thl Pi DaPlrt.ant of Ra~enua, Board of Appall., Dept. 211021, ~.rrlsbUrD, PA 11121-1021, OR
..elltCUna to h.~. thl ..thr dIIhralned at thl BUdlt of tM acCOU1t of the par.on.l repr..-nt.tI~a, OR
--appaal to thl orphan.' Court
p.'tHENT.
RUUND leA)a
OI.JECTlDHSI
.OftIN-
ISTR.TlVE
CORRECTIONS.
ractual arror' dl.co~.rad on thl. a",s'lInt shoUld ba addra.sed In wrltlna tal PA Dap.rt..nt of RI~snua.
aur.au of IndlvldUfll ,..... AnNI po.t A.....unt Ra~law Unit. DEPT. Z:1D601, IIlrrhbUra, PA 17121-0601
Phone (111) 11706505. sea p-aa S of the booklet "In.tructlon. for Inherlt.nc. T.. Return ror . R..idant
Decadent" CREVo1501J for an a.plenatlon of .aalnl.tratl~.IW correctabla arrors.
If anw tl. dUe I. plld within thr.. (S) calendar .uoth. aftar thl dee.dent'. daath, . fl~a parcent CSX)
discount of thl tax paid I. allowed.
Intarast I. chara-d beglnnlna with flr.t daw of dallnquancW. or nine (,) aonth. and one el) daw
fro. the d.ta of da.th, to thl dIIt. of p.weant. T...' which bee... dallnquant b.for. January 1, l'IZ
be.r Int.r..t .t thl r.t. of .Ix C6X) parc-nt par annua calculatad at . dallw rata of .000164.
All t.... which bac... dIIllnquant on or If tar January 1. 191Z will balr Int.r..t at I r.t. which will ~.rW froe
c.lendar W..r to c.lendar wa.r with th.t rat. announced bw the PA Dep.rt..nt of R.~anua. ThI 8PPllcabla
Int.r..t rat.. for 191Z throuah 1996 ar.1
'tuI: tntarast Alt. O.It... tnt.ra.t Factor 'tuI: Inter.st Aat. 01111... Int.r..t Fllctor
19IZ 20X .000!t41 1917 .. .00020
1915 16. .000lt!B 1911-1991 11. .000501
I... 11X .ooosal 1'" .. .000ZIt1
1915 U. .000556 1995-1994 1. .000192
19a6 lOX .000274 19'501996 .. .000Z47
--Int.r..t I. calculated .. follow"
INTEREST = BALAflCE OF TAX UNPAID 1I NUNBER OF DAYB DELINQUENT 1I DAILY INTEREST FACTOR
o-Anw Matlc. h.uad .ttar thl tax b.ca.. dallnqu.nt wUI r.n.ct an Intara.t calcul.Uon to flfta." US) dl'"
b.'1ond thl d.ta of the .......-nt. If pI'laent Is .ad. .ftar thl Int.rl.t coaputatlon data ~ on the
HoUc., IMSdIUanal Int.r.st aust b. cllcuhtad.
DISCOUNT I
INTERESTI