HomeMy WebLinkAbout96-00028
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CoteDMALrH or Pl_SYlVAHIA
DlP,unCNr 01 It[VlNlJ(
IlMlAU 01 INDIVIDUAL "'XU
DE'T. ,..".
HARlIIIUIG, PA 171'......
'*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
111.1...."'" U."I
FILl NO. 21 - 9~ - IJS'
ACN 95100000
DATI 01-03-96
TYPE OF ACCOUNT
EST. OF OLGA FUTCHKO 0 SAVINOS
S.S. NO. 200-22-9495 lXICHECKINO
DATE OF DEATH 10-22-95 0 TIlUST
COUNTY CUMBERLAND 0 cun,.
REHIT PAVHEHT AND fORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PAULINE BOGDAN
54 FORT ST
LEMOYNE
PA 17043
DAUPHIN DEPOSIT IK I T hili provided the Dep.rt.....' wIth the In'o,,,Uon lhted below which h.. been u.ed In calculaUng the
potential tax dull. Their rltCord. Indlcat. thllt at the d..th 0' the .-bOY. aUdent, you we,. a JoIllt OWMr/beMflc1.ry of t,,1I ItCcount.
If you '..1 thl. 1"'or..t1on 1. Incorrect, P..... obtain ..rltt~ correction fr~ the financial Institution, attach. copy to th1. 'or.
~ raturn it to the Mova lMIdr.... Thl. ItCcount I_ '''lIab!_ In It':r.nrchw'ln ",lth the 'nNrlt""'" Tp"f l~. ft' ."" ('~.IU. "f PeMnlvanh.
Due.tlon. ..y be .,,~red by calling (717) 7'7-aSZ?
COMPLETE PART 1 BILDW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0034722645 D.t. 06-04-81
Eat..,lhMd
Account &.1..... 469.64
P.rc..,t Tu...l. X 50.000
~t SUbj..t to Tu 234.82
Tu R.t. X . 06
Pot..,U.l Tu au. 14.09
PART TAXPAYER RESPONSE
[!] ~ FAILURITO RUPOHIl, lULL RUUL,. > IHAH"OFFICIAL TAX ASSIS$K!H'l' BASil ON THIll H01'ICI
To Insur. proper cndlt to your KCOU'lt, twa
el) cop I.. 0' this natlu .u.' KeMPM) your
p.,....t to the .-ohhr of Willi. ...... ~
payllbh tal '"Regilt.,. of WUh, Agwlt-.
MOTEl If tax P.,.."tl .t. ... 1II1thln thr..
(J) ItOnth, of the .cte{..,..t'l d:lt. of death,
you ..y deduct ((SX dIscount .f the t.. due.
Any InheritMC. b:rdUl'vUID"~ delinquent
nine (9) ....th. aUa, the ct.t. of ..th.
[CHECK ]
ONE
BLOCK
ONLY
A. he lIbova InforAUon Met tax due II cornet.
1. You"Y choo.. to f..1t Pn-1t to the A....t.r of Wills with tlllO copl.. 0' this noUn to obt.ln
. dhCCMIt or avoid Intanst, or you "1 cheCk box -,- Md return thll notice to 1M .....br of
Will, .nd en offlcl.l .....saent will ba I..ued by the PI. Depart-.nt of A.v~.
I. 0 The ebova ....t hili bHn or ..Ill 1M reportMl Met tax paid with the PMnlvlvenl. Inhrlrltwce 'I. return
to be filed by the decltdent", reprnenhtln. .
C. 0 The .VI Infor..Uon l~ncornct Mellor debts Met deduction. ...r. PI." by you.
You .,.. cMPII'_ PART l!.J BndIor PART I!l below.
PART
I!I
DATE PAID
. '.' .,. '. ....::.j llFFICIALi, .,,~E ::ONLY,,>DAAF:
",:i,(I'A:.., "EPllRTHENJ..,OF., ~EVENUE :;!
TAX 011 "Ol'H"KU::I' A!;!;DUN1:l '~AIJhr~;;';'::::"~:.:':: .."..:,\0...,.::::.-,..."..:.;0,;;.:.,.;
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DEBTS AND DEDUCTIONS CLAIMED
If you indlcat. . different tax rata, pl.... .t.t. your
r.l.Uonlhlp to dec_t1
PART
[!]
TAX R~TURN - CO"PUIAT101l UF
LINE 1. D.t. E.t.bll~ 1
2. Account a.lone. 2
5. Percent T.x~l. 5 x
4. ~t SUbj..t to T.x 4
5. u.bh .... u.ducUon. 5
6. ~t Tu..,l. 6
7. Tax R.t. 7 x
a. T.x Due a
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PAYEE
DESCRIPTION
AMOUNT PAID
I !
TOTAL IEnt.r on LI~ 5 of T.x Cooput.tlonl .
fact. I MY. reported above ara true, correct Ilnd
HOME ( 1 n ) 7 "> '7- .) K' </ 6
WORK ( ) ,q c.
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GENERAL INFORMATION
1. fAILURI TO RUPOND IfILL RUUl T IN AN OffiCIAL TAX ASSUSI1ENT .lIh _11'''10 Into,..' 0.... ... In'.'oo"'"
tuNAU" by I". flnentla' InlUtuUon.
I. Inhlrltlnal ... MeOM' dtlllMlUMt nine Mnthl after tPM deu",,'", da'. ., d..th.
J. A Joint "count it "..., ,,,.,, th0u8h the decedtln'" "... .... Hded .. . ..tt., of CDn'lenIMu.
4. "OCUlt, IIndue"", tho.. "Id IMt...... hulbMd Met "lfol IIhIClh the declHnt put In Joint nMe' within OM .,..,. prior to
dHth .r. lulh tlll_._ II t'en,f,r,.
I. Aocounts ..,_tithed Jolntlv bet...." hu,bIlnd .".j "If_ .or. then one v..r prior to Math .r. not ......,..
.. Aocloun" held bV . dlud.", "In 'rult fo," .-tNr or alMr. .r. tlMablo fulh.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. .LOCI A - If the Infor..tlon ~ c~t.tlon In the not Ie. .r. corr.et ~ deduction. .r. not being clll.ed, PIICI In "X"
In block "'" of P.rt 1 ., the "TI.,..,.r ."pon,,- I.ellon. Sign two copl.. ~ .~It t~ .Ith .,our check 'or the .-aunt .,
t.. to the Rlal...r of Willi ., the county Indlc.I~. The PI Deplrt..nt 0' Revanul will I.~ 8n offlcl.1 ......-.nt
(For. REV.1S4. EXI upon recel,t of the r.turn froe the RIII.t.r of Will..
I. aLOCI a - If the ....t .peclfled on thl. notice hi. bl.., or will bI reportld end t.. p.ld with the P~.ylvlnl. Inherltene.
t.. R.turn filed by the decedent'. r.,rl.lntltlv., pl.c. In "X. In block "B" 0' p.rt I of the "T..p.y.r R..pon.." .ectlon. Sign one
copy ~ r.turn to the PA Dlp.rteent of RIVenue, Bur.eu of Indlvldull T...., Dlpt ZID601, Herrtaburg, PA 171ZI-D6Dl In the
env.lope provided.
S. ILOCI e . If the notice Infor..tlon I. Incorrect lndIor dedUction. .r. being cl.l.ed, chick block .e. .nd coepl.t. P.rt. Z end S
ICcordlng to the In.tructlonl bllow. Sign two copl.. and .ut.lt th.. with your chick for thl MOUnt of t.. p.ylbl. to the Regltt.,
of Will. of thl county Indicated. ThI PA D.,.rtaent of Rlvenue will 1.1u. In offlcl.l .......-nt (For. RfV-IS4a EX) upon rec.lpt
of the r.turn froe the Regl.tlr of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Entlr the ~t, thl account orl,lnallY WII e.tlbll.hed or titled In thl '~Ir ..I.tlng .t d.t. of d..th.
HOTEl For. cMcedent dylna .ft., 12/12/821 Accounts which the declld<<lt put In joint n... within ~ (1) y.ar of dI.th It.
t..llbl, fully .s trensf.r.. Hovev.r, there Is an .xcluslon not to 'XCled IS,DOe per tren.f.r., r.g.rdl... of thl v.lue of
the ICCount or the RUllber of ICCCMttl held.
If , doubl. ..t.rlsk (..) appe.r. before your flr.t n... In the addr... portion of thl. notlc., the IS,ODO ..clu.lon
.lrHdy hII. been deducted froe the ICCCM\t balene. .. reported by the flnenel.l In.tltutlon.
I. Enter the tot.1 b.IMC. of the ecCCMtt Includlna Intare.t ICcrued to tM d.t. of de.th.
S. ThI percent of tM account thlt I. t.xlbl. for .ech survivor I, d.tlr.lned .. follow. I
A. The percent taxllbl. for joint ...... ..tllblhMd lOre thM one y.ar prior to the decldent', delthl
1 DIVIDED IV TOTAL NJKIEA OF'
JOINT OWNERS
Exllp.el A joint ....t re,lttered
DIVIDED BY TOTAL )U(I[A OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the r\III of the decedent end two other pe...on..
I DIVIDED BV S (JOINT OWNERS) DIVIDED BY Z (Sl.RVIVORS) . .167 X 100 . 16.7X (fAXABLE FOR EACH SURVlvalU
I. The percent taxabl. for ....t. cr..ted within one y..r of the dlCed..,t'. delth or account, owned by the decedent but held
In tru.t for .nather Indlvl~I(., (tru.t beneflcllrl..Jl
1 DIVIDED IV TOTAL NlItIER OF SURVIVING JOINT
OWNERS OR tR"JST IENEFICIARIES
X 100 . PERCEHT TAXABLE
Exeaplll Joint account r.alstered In the n... of the decedent end two otMir p....on. .. e,tabllshed within one y..r 0' d.ath by
the dIc~t.
I DIVIDED BV Z (SURVlVORSJ . .50 X 100 . SOX (TAXABLE FOR EACH SURVIVOR)
4. The ~t .ubject to ta. (11M 4) Is detaralned by ..,ltlphlng thl ICCount bllenca Ulne U by thl parcent t.xllble (line S).
~. ~tar the total Of the daot. ana oeouctlon. II.t.d 1n ~ert ~.
6. The e.ount ta.lbla (11M 6) 11 dat.rained by .ubtractlng the debts end deduction' UI.... 5J 'r04l the .~t .ubject to tax Ulne 4),
7. Ent.r the epproprl.tl t.. nt. Ulne 7) .. atar.lned balow.
A. For dlta. of da.th occurring .,tar 6/S0/94, thl t.. rite. 'or trlftl'ar. to spou.s. .r. .. 'ollow'l
1. D.ta' 0' daath on or .,t.r 7/1/94 end ~'or. 1/1/95 the rat. I. SX,
I. D.t.. of d.lth on or I't.r 1/1/95 trlft.far. to .pou... will be t.xld .t OX t.x r.t..
Hot., For dlt.s 0' ~th prior to 7/1/94 trlft.fars to .pou.a. .ra t..abl. .t 6X.
I. Trend." to 11.....1 ..cendwth Including fltMir, IOtMr, son, deughtar, arenck.hUdrlft, .on-In-l...,
daught.r-in-lew, .tepchlld .. thllr I..ue ar. t.xlbla .t ,I. parcent (6%1.
C. Trlft,'.r, to ell ~th4r. Including brother, sl.ter, unci., aunt, nephew and nlec. ar. t..abl. at 'lft.en parcent (15XI.
D. If you Chenga the till reta, pi.... IPIClfy your r.lltlonshlp to thl decedent In the ar.a provided,
a. The IIOUftt of t~. due (11M a) I, det.ralned by ..,Itlplylna the eeount t..lbl. Cllna 6J by the t.x reta Cline 7J.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabts and deduction. .r. d.t.ralned .. followSI
A, Vou la..lly are ra.pon.lbl. for p.yeent, or the e.t.ta subject to 8dlinlltr.tlon by . per.onal repr..entatlv. I. Insufficient
to p.y the ~ductlble It....
I. You ICtuelb p.ld thl debts .fter d..th of the dacedent and cen furnish proa' 0' p.vnnt.
C. Debt. bllng clalead ..,.t be It..lzld fully In P.rt S. If additional spac. i. naadId, u.e pl.ln peper a I/Z. . II.. Proof of
Plynnt ..y be reque.tad by tha PA D.p.rtaent of R.venue.
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
RE9ISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CAll THE BUREAU OF INDIVIDUAL<TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI,(717l 772-2252 (HEARING IMPAIRED ONLY)
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Mr. Alben G. Bogdan
54 Fon 51.
,Lemoyne, PA 17043
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