HomeMy WebLinkAbout96-00046
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CDtttOMAL TH Of PfNN1YLVlNIA
Dr''''''HT or R(V(NlJ[
lUlfAU or INDIVIDUAL 'AX(I
DOT. "'''1
H".II'~, PA 11UI-UOl
'*
o
INFORMATION NOTICE
AND
TAXPAVER RESPONSE
I'ILI
Ar.,j
OA'"
NO. 21 CN. ~ '16
95100000
01-0.'-'16
.".It'1 '.." I'"'
CARL 0 LAWLEY
10 MARTIN DR
ETTERS
TYPE OF ACCOUNT
EST, OF SHIRLEY V 8ECK 0 SAViHOS
S,S, NO. 207-34-6814 BCHICKlHO
DATE OF DEATH 10-10-95 TIlUIT
COUNTY CUM8ERLANO cUTlr.
RINIT PAVNEHT AND fORMS TO.
REGISTER OF WILLS
CUM8ERLANO CO COURT HOUSE
CARLISLE. PA 17013
PA 17319
DAUPHIN DEpOSIT BK & T ha. provlc*t the D.p.rt...,t with the In'or.atlon lI.t~ belo.rl which h.. b.." u.~ In celculltlnt the
potantl.l t.x due. Thel~ ~ecord. Indlc.t. thlt at the d..th of the abova dec.dent, you were . Joint owner/b~'lcl.ry 0' thl. account.
If you f..l thll Infor..tlon II Incorrect, pl.... obt.ln wrlttan correction frOll the financial In.tltutlon, attech a copy to thlt 'or.
.ovt ,..t..,.n It tl) tha AMV' .wid,..... Thh Itt:f:ount III h,....,l. 'n _r.o,.danc. with tfMI InhtI,.ltllnC. "'.. lMl. n' tM r.~.I'" n' P_cyl,,~hl
Que.tlon. .ay be en.Wlr.d by c.lllno (117J 7a7-a]Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
A..ount No, 0014534924 D.t. 04-04-94
Eltllb1hh.d
To Insura proper cr~1t to you~ account, two
(ZJ copl.. of thl. notlc. .u.t eccu.pany you~
p.yaent to the Ragl.t.~ of Will.. HIk. check
pay8bl. tOI "A.glst.~ of Will., AgantR.
A..ount Bal..... 18.307,39
'.r.....t T..llb1. X 50,000
Aaount Subjoct to T.. 9,153,70
T.. R.t. X .15
Pot....Ual TalC Duo 1.373.06
PART TAXPAVER RESPONSE
IT] I FAXLURI.TO III!SPOHDJIXLL R!SUL TINANO~~ICIALTAX ASSI!SSHIHT BASaD ON THIS. .NOTICI. .1
A. Ii} The eboVI In'o~..tlon and tax due it corraet.
1. You .ay chaO.. to r..lt ply.ant to the R.gl.te~ of Will. with two copla. of thl. notlc. to obtain
. dl.count o~ avoid Int.re.t, or you .ay check box RAR ~ r.turn thl. notlc. to thl Ragl.tar of
Will, ~ an official .....a.ant will be I..ued by the PA Dapartaant of Ravenue.
NOTEt I' tax pa~ts ara .ada within thr..
(]J aonths of thl dec.dant.. date 0' daath,
you .ay deduct . 5% dhcOW\t of the tax due.
Any Inherltanca tax dl.'. ..Ul bacoee ctallnquent
nine ('J .unth. .ft.r thl data of deeth.
[CHECK ]
ONE
BLOCK
ONLY
I. c:J ThI above ....t ha. baan or will ba reported and tax pala with tna Pervl.ylvunJ~ :.~I~l~~e. Tax rotur~
to be fllad by thl decadent"s rapre.entatlva.
C. 0 The above In'or..Uon I~ncorract and/or deb" and deduction. ware paid by you.
You .u.t coapl.t. PART l!..J ~/or PART lIJ belo.rl.
If you indicata a diff.r.nt tax r.t., pl.... .tat. your
r.lationlhip to d.c.dent:
.<'OFFICIAl..USE' ONLY'..DAAF
PA~ DEPARTMENT. OF. REVENUE ....... .)
.................. , ,,'.. ...' .,.' ,........,l
<--.,-- .
PART
~
TAX RETURN - COMPUTATION Of
LINE 1, D.t. E.tab1i.hod 1
2. Account Balanc. 2
5. P.rc.nt T.xabl. 5 X
4, Aaount Subj..t to T.. 4
5, D.bt. and Doduction. 5-
6, Aaount T......1. 6
7, T.. R.t. 7 X
S, T.. Duo S
TAX ON JOINl/TRU$T ACCDUN1S
PAD. .
1
.2
'3.
4.
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
PART
[!]
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL (Enter on Lln. 5 of rax Co.putatlon) .
Under pen.lti.. of p.rjury, I d.cl.r. th.t the fact. I
cu.pl.t. to the b..t of .y knowledge and bell.f.
TAXPAYE~~
haYe reported above .re true, corr.ct
HOME ('.'/1) tr? J - .~ l/ t I
WORK ( )
TELEPHONE NUM8ER
and
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11~~~~i'9'~52! ,COMMON::~~~~:.~:~:YLVANIA
fi;"i.I~' /./ , OPPlCIAL IICII" . 'INNIYLVANIA INHIIITANCI AND ISTATI TAX
\.
J..'
.
RECEIVED FROM.
I
ACN
ASSESSMENT P:'
CONTROL iii
NUMBER
'."..,
. '..
,.. . ~
AMOUNT
.1.3721.06
.1.373.06
PB
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
SEAL
CHECK' 4310
r '
,- '~;.,' '~.~
RECEIVED BY .1." L .J{ I.' }. q.'./
; SlGNATURE:.- -
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...--'.
,
.----- ---
SfIIRLB't S.I Ll\WLBY
10 rtARTJN DR.
.:1100000
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ETTERS. PA 17319
-'OtDtlftf
ESTATE INFORMATION:
~ FILf NUMBER
III 21-1996-0046
~ NAME OF DECEOENT (lAST)
I;tI BECt( SHIRLEY V
I] OATE OF PAYMENT
m POSTMARK DATE
COUNTY
SBN 207-34-6914
(FIRST) (Mil
CUtlBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
SHIRLEY S LAWlEY
.r
(')
PURPllSf Of
NOTlCEI
To 'ulflll the requlr.-.nt. of Section 2140 of tha Jnn.rltenc. end E.t.ta TIM Act, Act 22 of 1991. (72 P.S.
Section 2140).
PAYHEHTI
Detach the top portion of thl. Hotlu and .ubltlt wlth your ply.ent to the Rag..t.r of willi prlntld on the
r.y.r.. IIdI.
.. "Ik. check or .unly order p.y.bl. tal AECISTER OF WILLS, ACENT.
All p.v-ent. racalvld shell flr.t be appllad to any Int.r..t which ..y b. duI, ..Ith any r...I~r appll.d to the tax.
REF\IfD (CR) I
A r.fund of . t.M cr.dlt, which .... not requ..t.d on the taM raturn, .ay be ra~.tad by co~latlng an "Appllc.tlon
for A.fund of Penn.ylvanl. Inharltenca and E.t.t. T,x" (REV.1S1S). Appllc.tlon. .ra .v.llabl. at the Offlca of
the Aegl.tar of WIll., any of the 23 Ravenua DI.trlct O'flca. or by c.lllng tha .pacl.l 24-hour an....rlng .arvlc.
~r. for for., ordlrlngr In penn.ylvanla 1-100.362-2050, out.ld. Penn.ylvanla end ..Ithln local
H.rrl.burg .r.. (717) 717-1094, TOOl (717) 772-2252 (H..rlng Iap.lr.d Only).
OBJECTIONSr Any p.rty In Int.ra.t not ..tl.flad ..Ith the appr.l.aaent, allowenca or dl..llowanc. of dedUction. or .....seent
of t.M (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .ay obJ.ct ..I thin .IMty (60) d.y. of rec.lpt of
thl. Hotlctl byr
....rltten prot..t to the PA Qep.rt-.nt of Ravanue, lo.rd of Appa.I., Dept. 281021, H.rrl.burg, PA 17121-1021, OR
...lectlng to hIv. the ..tt.r d.terllned .t the MIdi t of the account of thII Plr.anal repr..."t.tlv., OR
..appeal to the Orphen." Court
AIlI4IN'
ISTRATlVE
CORRECTIONS I
Factual .rror. dl.cov.rld on thl. .......ent .hould b. .ddr....d In writing tal PA Depart.ant of A.venue,
lur..u of lndlvl~l T'Ma., ATTNI Po.t A......ent A.vl... Unit, DEPT. 210601, H.rrl.burg, PA 17121-0601
Phone (717) 717-6505. 5.. page 3 of thl booklat "In.tructlon. for lnn.rltanc. T'M R.turn for. A..ldent
OIe.dlnt" (REV-1501) for In aMplen.tlon of ad.lnl.tr.tlv.ly corr.ctabl. .rror..
DISCOlI.. I
If eny t.x due 1. p.ld ..I thin thr.. (3) calendar .unth. .ft.r the decadent". dI.th, . flv. p.rclnt (5%)
dl.count of the taM p.ld 1. .11owed.
INTEREST I
Int.r..t I. charged blglnnlng ..Ith 'Ir.t d.y of delinquency, or nine (,) .onth. ~ on. (1) day
frOl thl d.t. of d..th, to the d.t. of p.~t. TaM" which b.c... delInquent blfor. J.nuary 1, 1912
bI.r Int.r..t .t the r.t. of .lx (6X) p.rcent plr ~ c.lcul.tad .t . d.lly rata of .000164.
All taMa. which bac... delinquent on or .ft.r Jenuary I, 1912 ..Ill ba.r Int.r..t .t . rata which ..111 v.ry fro.
c.land.r y..r to c.landar ya.r ..Ith th.t rat. announced by the PA Dap.rt.ent of Rav~. Th. appllcabla
Int.r..t rata. for 1912 through 1996 .t.1
UII: Intlr..t A.t. D.llv tnt.ra.t F.ctor UII: Int.r..t R.t. O.llv tnt.r..t FlICtor
19IZ ZOX .0005"1 1917 9X .000247
1985 16X .GOOOI 1911-1991 llX .000301
19" lU .000301 1992 9X .000247
1'15 ax .00OS56 1993-1"4 7X .000192
1916 lOX .00OZ74 1995-1996 9X .000247
."Int.r..t 1. celculatad .. follow.1
IIITEREIIT . BALANCE OF TAX UlIPAID X HU"aER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
"Any NoUc. I..ued .n.r the taM blcoa.. d.lInquent ..111 reflect an Int.r..t ulcullUon to flft.an (15) d.y.
beyond the d.t. 0' thl ......-.nt. If p.yeent I. ..d. .ft.r the Int.r..t coaput.tlon det. .hown on the
Notlc., eddltlon.l Int.r..t au.t b. c..cul.t.d.
j
15 IJ~/3
RIV-l.07 IX AFP (12-95*
CQMMONW(ALTH or PfNNlYLVANla
DUMU."' 01 It[Y[tIJ!
....uu r1f INDIVIDUAL lAXU
o[PT.II"11
HARRlllUlG, PI 1711..0..1
ACN 96101657
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATI 04-08-96
BECK SHIRLEY V FILl! NO. ZI 96-0046
DATI OF DUTH 10-10-95 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, ~Il THE UPPER PORTION Of THIS 'O~ WITH YOUR TAX
PAVMENT TO THE ADDRESS SHOWN. IlAXE CHECK PAYABLE AND REMIT PAYMENT TO. ,
CARL D LAWLEY
10 MARTIN DR
ETTERS PA 17319
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aaount ...lttod
I'
L
CUT ALONG THIS LINI! ~ RETAIN LOIIER PORTION FOR YOUR FILES ~
iiEV:ir.o-j-EX-"FP"n.F9SY------iiiiii"iilHERiTA'iic!'-i'AX-STATEiiElii'"oF-Ai:ciiuiiT--iiliii--------------- ------
ESTATI! OF BECK SHIRLEY V FILE NO. ZI 96-0046 ACN 96101657 DATI 04-08-96
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED AtN IN THE MANED
ESTATE, SHOWN BELOW IS A SUl1IlARV Df THE 'RINCIPAL 7AX OUE, APPLICATION OF ALL PAYMENTS,
THE CURRENT BALANCE. AND. If APPLICABLE. A PROJECTED INTEREST flCURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 03-Z5-96
PRINCIPAL TAX DUE.. 1,373.06
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
01-16-96
RECEIPT
NUMBER
AA08Z5Z3
DISCOUNT (+)
INTEREST (-)
,00
1,373.06
AMOUNT PAID
- "<I'
0 ~ :"l' 1:'~
f,,) :-:::: 0 i3Cl:
".:.';?- l::= l. ci
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lJ t7. .l
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0 ...n ( '''-'
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-::I
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TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,373.06
. IF PAID AFTER THIS DATE. SEE REVERSE
SlOE FOR CALCULATION OF ADOITIONAL INTEREST,
I IF TOTAL OUE IS LESS THAN '1,
HO PAYMENT IS REQUIRED,
IF TOTAL QUE IS REFLECTEO AS A "CREOIT" (CRI,
YOU HAY BE QUE A REfUND. SEE REVERSE SlOE OF THIS FO~ FOR INSTRUCTIONS, I
,00
,00
.00
~ \~~\ -l.~
11/ "
Internel Revenue Service
Department of the Treasury
DO-23/MOR
Date:
Eatate of:
JUL \ 6 ..
'i
. o~~n~"s ~2~i> Is.cun ty Number,
489-10-1577V
Oat" of Death:
THOMAS V. ARNOLDI
1035 CHELMSFORD DR.
MECHANICSBURG, PA.
01-24-2000
P.raon to con~act:
BARBARA FUNK .
Contact Telephone Number'
(215) ~16-
17050
3946
htate Tax Cloainq Lette" (TIdll ill Dot a bill for tax duel
:ur :~mputat~on of :~e Federal tax liability for t~e aoove estate ~s shown :elow. :t
toes ~ot ~~clude any ~~:erest or late payment penalt~es :~at may oe :harQeci. :ut other
?enalt~es have been c:ns1dered ~n the computation. ~ou should keep a c~py of this letter
as a permanent record :ecause your attorney may need it to close :~e probate proceedinqs
~or :he estate. This letter is evidence that the Federal tax return for the estate has
e1tner been accepted as filed. or has been accepted after an ad)uscnent that you aqreed
to.
This is not a formal closinq aqreement under section 7121 of the Internal Revenue Code.
We will not reopen this case, however, unless Revenue Procedure 94-68. reproduced on the
back of this letter. applies.
If you have any questions about this letter, please write or call the person whose n~e
and telephone number are shown at,the' tOp of this letter. If you write to us with
quest10ns about this :etter, please provide your telephone number and the most convenient
:~e f~r us t~ call if we need additional information. Please attaCh this letter to any
:~rresponaence :0 help us 1dentify your case. Keep the copy for your records.
7hank you for your t~operation.
~Cer;lY :~~.:' (J ~'il
~,-j'
Director, Service Center
E:nclosu:e:
:opy 0: ~~is :e~~er
_0_,,5 276.758.57
Tentative tal.........................._.....
Less: AgCregate gift talea payaole (for elltS made after 12.31.76)_
Unified credlt......_...".
Credit for State de.th t.l.....
Credit for Federal elft tax.. (on gItta prior to 1.1-77)
Credit for farelcn death t.1U
Credit for talon prior trans'e,.
Tot.1 aubtractlana
Net eatate ta~
Pen.ltlea. If any.
$
$ :lLU,~~O.OO
S lJ,9U2.59
~ -u-
S -0-
~ -u-
os 244 ,452 .59
$ 32,305.98
OS -0-
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