HomeMy WebLinkAbout96-00456
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COH"ONWEAl HI or 1'{NNSVlVANU
DEPAAtHlH' 0,. RI.V[HU(
BUREAU Of INDIVIDUAl 'AX[S
DEPt. 2111UI01
tlARRISBUAG. Pi IIllll-0liOl
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO, 21"., ,I', '.'
ACN 96119242
DATE 05-27-96
II'-Ihlll U. .,.".
EST, OF JOHN J MASONHEIMER
S.S. NO, 190-30-4512
DATE OF DEATH 00-09-95
COUNTY CUMBERLAND
TVPE OF ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF,
GLADVS M MASONHEIMER
232 BOSLER AVE
LEMOVNE PA 17043
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC aANK has provldad the D.pfrt..n' with the Infor.atlon Ihted balolil which has b..n used In calculfltlng the
potential taM due. 'heir r.cords Indlcat. that at tho death of the above d.c.d.nt, YOU w.re a Joint owner/ben.flclary of thl. account,
If you f..l thl, Infor.atlon I. Incorrect, pl.a.. obtain written corr.ctlon fro. tho financial in.tltutlon, attach a copy to thl. for.
and return It to tho above addr.... 'hi. account I. ta_able In accordance with tho Inheritance 'a_ law. of tho Co..onwealth of P.nn.ylvanla.
,"ullI.llu... ...., lolli lit....,,, 11II.. U:I G81.11n" ".I/J '8"8,)".
Dlt.
Est.bUshed
REVERSE SIDE FOR
01-01-78
FILING AND PAVMENT INSTRUCTIONS
COMPLETE PART 1 BELOW
Account No. 5140042037
. . . SEE
Account allanc.
P.rc.nt TI)(abla
Anount Subjact to
Ta)( Rata
Potlntial Ta)( Dua
3,359.65
50,000
1,679.83
.06
100,79
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
To In.ur. proper credit to your account, two
Il) copl.. of thl. natlc. .ust acco.pany your
pay..nt to tho A.alster of Will,. Hak. check
payable to: "R.glstor of Will., Agont",
x
x
NOlE: If ta_ pay.ents are .ad. Iillthln thr..
(1) .onth. of tho doc.dont', dato of doath,
you ..v doduct . 5~ dl.count of tho tax due.
Any Inherltanco taM duo will boco.. dellnquont
nine (9) .onth. after the dato of death.
Tox
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. ~ 'he above Infor.atlon and taM due I, correct.
1. You .ay choo.e to re.lt pav.ent to tho Raglst.r of Wills with two cople. Qf this notlca to obtain
a dl.count or avoid Int.ra.t, or you .ay cha~k bOM "A" and roturn this not Ie. to tho Aaglster of
Will, and an official a.......nt will be I..uod by the PA D.part.ant of R.v.nu..
B. c=l 'h. above a..at hat be.n or will b. report.d and taM paid with tho Pennsylvania Inheritance TaK return
to b. filed by tho d.codent's r.pr..ontatlv..
C. c=l 'ho above Infor.atlon I. Incorract and/or debts and deduction. war. paid by you.
You .u.t coapl.t. PART [I) and/or PART [I] bololil.
If you Indicatl a difflrent tax rata. plaasa stat. your
ralationship to dacadent:
~ . CIA~'lISE o.~ 0 AAF
PA DEflARTHIlliT OF,~ENENUE
-~ e _.,'.'
-.'
PART
~
r^~ ~Erl"~.~ - et'!,,~IJT.^.'!'!~'! I)F r!".":' (I~ ,"1!'!~!r..I,!,~~-:! ,^.t;r.!!I"~!!!
LINE 1, O.t. Est.b1Ish.d 1
2. Account aalanca 2
3, Parcent TIXlbll 3 X
4. A~ount Subjact to Tax 4
S. Debt. and Dlduction. S
6. A~aunt Taxable 6
7. T.. R.t. 7--K--
8, Tax Dua 8
n,n
,..e.I
PART
I!l
DATE
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIMED
,
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PAID
PAVEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEntar an Llna S of Tax Conput.tion)
i
.
Under plnaltil. of plrjury, I daclara thlt tha fact. I
co~plat. to tha ba.t of ~y kn~"lldga and baliaf.
-'" 7' - . l
" ,_1.(i.!. ,t.."J )}/cr:>ir )L 1\.., ,,,.,L
TA~PAVE~ SIG[ATURE
haYI raported aboya ara
HOME (1/ 7) 7 {
WORK ( )
TELEPHONE NUMBER
trua, corrlct Ind
-1 _ '1'1 'I .:{
'<
b!7}<;D
DATE
GENERAL INFORMATION
,. .."~. " ...- "" .."" " .. ." '"'' ... .......", . ". -""" ... ..... ".. . .......".
.ube,\'.d b~ the flnanc'.' ,nltltutlon.
., loh.,ltanc, ... b.CD." d.llnqu.n' nln' .Dnln. .I..r .n. d.c.d.nt'. d... of d...n,
" . IDlnt 'CCDunt I. ....bl. .v.n .nough .n. d.c.d.nt" n." ... .dd.d .. . ...t., 0' cDnv.nl.nc.,
,. .-" ..~.~.~ ... ... .... -.... - ..... -'. .. ...... -' ., ~... -" ...,., .- -' .,... ..
d..th at' fully ,a_abl. al tran,f.r..
~, 'CCDun" ....bll.n.d JDlntl. b.....n ",,,band .nd .11' '0" .nan on' .... polo' 10 d...n .r. no' ....bl.,
., .ccoun" n.ld b. . d.c.d.nt "In t,u.t fo'" .notn.r 0' o.n." .r. .....1. lull.,
REPORTING INSTRUCTIONS - PART
1
_ TAXPAYER RESPONSE
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IFD" REV-l~'. EXI upon ,.c.lpt 01 .n. r..u,n "0' tn. R..I.t.r 01 "III"
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Inv.loP. prDvldld.
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.. ,.... .. .. ,.... ....,..... ..... ....... .. ...... .... ..... - ....,... ....._' ..... n...... ,.. ... ,-..'
0' thl r.turn 'ro_ thl Rlgl,tlr of WU1'.
TAX RETURN - PART
2
_ TAX COMPUTATION
LIME
1. EnUt
HOTEl
tn. d.t. tn. .ecount ool.ln.IIY ... .....II,n.d 0' tltl.d In tn' ..nn.. ..\ltln. .t d." of d..tn,
For' d.c.d.nt dyln. .It.' ,"1".': .ccount. .nlcn .n. d.c.d.nt put In j.lnt n.... .Itnln on' III y..r of d..tn .,.
~,. ...,. ., ..~...,.. ~~......,.. - ..,.~.. ~. ~ .-~ .,.'~ .~ ..-....~ .~~..... .. ~ ..~ ..
the account or the nuab8r of account. held.
" . -" ....... .... -'" .~~ ... ..,,, -' .. .. -" .."." .... ~..,.. .. ....~ _.~..
.lr..dY n.' b..n d.duc..d fro' tn. .ccount b.lanco .. ,.port.d bY tn. fln.ncl., In.tltutlon,
.. En..r tn. to..l b.lonC' of tn. .ecount Includln. Int.'..t .ecru.d to tn' d.t. 01 dntn,
,. Tn' p....nt of tn. .ceDunt tnot I. t....l. for ..cn .u..lvo, I. d.t.,.ln.d .. f.llD."
., Tn' p...ant t...bh fo' Joint ."." ..t..lI,n.d .or' tn.n on' y.., prlD' t. tn. d.c.d.nt" d..tn:
DIVIDED aY TOTAL HOHlER OF DIVIDED BY
JOINT owNERS
E...pl.' a joInt .'U\ u;1.l.r8d In the n... of
TOTAL HUMBER OF X IOD . PERCENT ,,,)CAllE
SURVIYING JotNT OWNERS
the decadent and twO ottlu parton..
1 DIVIDED.V ,(JDIHT D"HERSI DIVIDED .Y . ISURVIVDRSl . ,"7 X 100 " 1,,7Z "....LE FOR EACH SURVIVDR1
.. ... ...... ..,... ... ~.~ ...... .""....'" .' .. ~~.." .~"" -~ -" .. -.... -' ."
In tru.t f.r .notn., IndlvldU.ll1' (Iou.t b.n.flel.rI..H
I DIVIDED BV TOTAL HUHBER OF SURVIYING JOINT
OWNERS DR TRUST BENEFICIARIES
l( 100 . PERCENt taXABLE
E.a.pla, JoInt account raglltered In
the dacadM\t.
1 DIYIDED IV Z (SURVIVORS) . .SO X
tn. n." of In' d.c.d.nt .nd t.o otn.r p."Dn. .nd OIt.bll.n.d .ltnln on' y.., 01 d..tn bY
.. - -' -~. .. ... ".~.. .. .........." -"...... ~ ...... ...... ".. .. " .. ~,.... ...... '''~ ".
~. En'" tn. tot.l of tn. d.bto .nd d.ductlon. 1I...d In P.,t "
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7, Ent.r tn' .pp,oprl.t. t.. ,.t. 111n' 71 .. d.t.,.ln.d b.ID"
lOG 50:< (lA.AIlE FOR UCH SURo.JIVORl
~, Fo' d.t.. .1 d..tn occuorln. .It., .,,,'94. tn. t.. ,.t.. fD' tr.n,"" to .pou'" .,. .. loll....
I, D.t.. of d..tn on 0' .".r 7/1/94 .nd b.lo" 1'1I'~ tn. ,.t. I. ,Z,
.. D.t.. 01 d..tn on 0' .ft.' I'I"~ t,.n"'" to ,pou,.. .111 b' t...d .t oZ t.. r.t.,
Hot" For d.t.. 01 d..tn p,lo, '0 7'1'" t,.n.,.r. to ,pou,.. .r. t...bl. .t .Z,
.. Tr.n.l.r. to lln..1 d.,C.nd.nt. Includln. f.tn.r. .otn'" ,on, d.Ugnt.r. .,.ndcnlld,.n, ,Dn-In-l.',
d.ught.r-In-h', ...pcnlld .nd tn.lr I"U' ... t...bh.t .b p....nt I.Zl,
.. .......... ... ....,. .".... ........ ..,.... ...,.. -.. ..'"" .. ..." .., ...... .. .....- ..... ..~..
D. 11 yOU cnan.' tn. ... ,.... pl.... .p.clfY yOur ,.I.tIDn,nlp to tn. d.c.dont In tno .r.. p,ould.d,
.. - ...... .. ~ ".~" ".......... _".,..,.. .. _, ._.. "...." ~ ... .... ".~ n.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
.llo..bl. d.bto .nd d.ductlDn. .,. d.t.,oln.d .. loll....
.. ... '-""~ ,......... .. ..-" .. ~ ..... -,.. .. ............... ..-. ........,,~ .. .-".....
to pay U,. deductlble It....
.. You .ctu.lIY p.ld tn. d.bt. .ft.' d..tn of tn. d.c.d.nt .nd c.n fu,nl,n p,.of .1 p....nt,
.. .... ... ,..-..... ".... -'" ..,.. ,. ".........-" -'." ...-..- . ,," . ..-. -'"
p....nt ..Y b' ,.....t.d b. tn. P' D...,t..nt o. R...nu"
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORHATION OR ASSISTANCE. CONTACT ANY
REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CAll THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
'''''''''' '7 "'" ,.,_.",. ,.., "") ",-,,,, ,,,,,,", "",'E' "LV'
,,~A
_ 4.'.-_ r .,,:.
CO""OHWI At III or II,UHIVI VANIA
OlPAAIHlH' or NIVIHUI
BURUU or INDIVIDUAl 'UI'
D[P'. 110bal
tlARRISlORO. IIA 1I11..0bOl
.
FILE
ACN
DATE
NO. 21 - c; (., . l/!JI.,
96119243
05-27-96
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
II' Ihlll ",., '"
EST, OF JOHN J MASON'EIMER
5.5, NO, 198-30-4112
DATE OF DEATH 08-09'95
COUNTY CUMBERLAIID
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
00 CERTIF,
GLADYS M MASONHEIMEH
232 BOSLER AVE
LEMOYNE PA 11045
REHIT rAYHENT AND FORHS TO:
REGISTER IF WILLS
CUMBER LAN I CO COURT HOUSE
CARLISLE, PA 17013
PHC BAHte hili ,11.....1111111 thll 1111'll1rl.."' with 'he Infcr..tlon II.hd billow which hu beer uud In calcuhtlng the
po'.ntlel ... ,h,lI, 'hll" '.fU"n 111..11111. lilli' It' Ih. duth of thll nbov. dllcedent, you wllre a joint owner/bllnllftelary of this account.
If you feel lhls In'nr..ll.." II Inu".d. lIt.",.. utlt.ln wrltte., correction fro. the financial In.t1tutl'... attaeh a eOllY to this for.
oonrl r,'II'" It I 't... "to,.lI. ."'''f''- '-' J'...~. '). ._....;. .. l.;.car.lnnc. lollii', to:,. !nh.rlta.,c. Ta" law. n" thlll Co."onw<"!a!tn 0; ~"f1"'.y.......,hl
w....,...... ..., uu 01,."..1." U, ....II.I1U I.'" ,"1'1I){I.
COHPLETE PART 1 BELOW I . . SEE
REVERSE SIDE FOR
11-15-93
FILING AND PAYHENT INSTRUCTIONS
Account No.
21 OOt 030'11 0
To Insure proper credit to your account, two
(l) caple. of this not lee IIUlt accoepany your
pay.ent to the Re11.ter of Will.. Hake check
payable to: "Register of Willi, Ag.nt".
o.t.
E.t.blhhad
Account Bohne. 4.057,21
P....nt ,...bl. X 50.000
AMount SubJ.ot to T.. 2,028.61
T.. R.t. X .06
Pot.nll.1 T.. ou. 121.72
PART TAXPAYER RESPONSE
[!]I FAILURE TO RISPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BMED ON THIS NOTICE
A. ~~ Ihe abaw. Infor.atlon ftnd t.. due I. correct.
I. Vou ..y choa.e to re.lt pay.ent to th. Regist.r of Wills with two eop... of thl. natlc. to obtain
III discount or avoid Int.r.,t. or you .ay check baIC "A" and return thlll notlee to the R.gI.ter of
Willi and M offlelal o..e...ent wlll be Issued by the PA Depart..nt ..f Rev.nue.
NOlE: If tax pay.ent. are .ade within three
(1) eonth. of the decedant'. date of d..th,
you .ay deduct a S~ dl.count of the tax due.
Any Inheritance talC dua will baca.. d.lln~~ent
nln. (9) .onth. after the date of death.
[CHECK ]
ONE
BLOCK
ONLY
PART
~
T~V
LINE
II. 0 Ihe abawe ...., h.. b..n or ..Ill b. raported llnd ta. paid with the penn.yvanla Inherltanc. Tax return
10 lIe 'lIad by th. d.c.dant', r.presentatlve.
C. [J Ihe ..how. In'or.llt1o" II~ncorrect IIndlor debit and deduetlon. were paid hy you.
Vou .usl co.pl.te 11A1n l!J IIf'ld/or PARr 0 below.
If you Indic.t. . diffar.nt t.x r.t., pl.... .t.ta your
ral.tson,hlp to dacadant I.
K
OF'FxCIAL USE ONLY 0 AAF
n.n PA ~RTHE~T OF R~ENUE
,"6; ----c:.([\ r - ... -..-
1 ~ ~.~. 0'. rlJ 0 .
2 ~:. , -.:, ~::"~
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3 .
4_,-
5
6
7
8
CLAIHED
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J~!~!'r~~~r ^~~~~~!~
,,~TI)D'" _ "'~~'~I,IT.",T't:'~
I, 0.1. E.I.bll.h.d
2. Account Baianca
S. Parcant Ta.abl.
4. AMOunt SubJact to rax
5. D.bt, .nd Daduction.
b. AMount r..abla
1. Ta. Rata
I. Taw Dua
'!F
I
2
3
4
5
&
7
8
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13]
liME
DEBTS AND DEDUCTIONS
"^ID
PAYEE
DESCR IPTl ON
AMOUNT PAID
/',
I
I
:
TOTAL CEntar on Lln. S of Tax Conputatlon)
Undu IlanaaU.. of parJury, I dacl.l"a that tha fact. I
/. " ~I...paat. to tha ba.t of "y knowladga and b.llef.
:==,
I
I
t
hava rapol"hd .bov. .,'. tru.,
) 7t..~
corl"act and
~I~~ '.'
t~ 1'kfn'~" ,.."
T xr [ U '
HOME (7/ 7
WORK ( )
TELEPHONE NUMBEll
9'113
\,' G. ~f(it.
D T
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL IlESULT IN AN OFFICIAL TAX ASSESSHEHT with applicable Intarnt blind on InlorMatlon
lubalthd by the finanellll In.tltutlon.
Z. Inheritance tax baeo..' dallnqlant nlna Monthl aftar the dacodant" dnt_ of death.
3. A joint account 11 taMllble eVllr. though the dOClldant's na.. was added a. II aattar of convanience.
~. Accounts (Including tho.. held botw..n husband and wlf.) which tho decedant put In joint nao.. within on. ye.r prior to
de.th ar. fully ,..abl. Il' \r.,.,.r..
5. Accounts .stabllshed jointlY betw..n husband IInd wlf. aor. than ana yoaf prior to daath ar. not taxabl..
6. Accounts hyld by II decadent "Ir trust for" anoth.r or other. ar. taxable fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A _ If the lnfor..tlon Ind co.putatlon In the notlc. ar. corr.ct and d.ductlons ar. not b.lng clal.ed, plac. an "X"
In block "A" of Part I of the "Taxpayer Response" s.ctlon. Sign two copl.s Bnd sub.lt the. with your ch.ck for the a.ount of
tax to the Regllter of Willi cf the county Indicated. Th. PA Depart..nt of R.venu. will Issu, an official a.s.ss.ent
(for. REV.lS4a EX) upon rocel~t of the return fro. the Roglster of Will..
2. BLOCK a _ If the allet sp.clfled on this notice hal been or will bo roported and tax paid with tho Pennsylvania Inheritance
Tax Return filed by the dec.dt"t'. repr..entatlv" place an "X" In block "a" of Part I of the "Taxpayer R.sponse" section. Sign one
copy and r.turn to the PA aepart..nt of Revenu" aureau of Individual Taxos, Oept 280601, Harrisburg, PA 17128-0601 In the
envelope provided.
1. BLOCK C _ Jf '.he n<:ttl;e l:",~...-..:'Ic.n Is It'\cr.rrect ,:ond/..,,' dAdur.tI(lnlC "r. IIfdng elal.ed, check block "C" and co.plele Parts 2 and 1
Ioccl)reJi"" to \I,w l".~.Lo~;';""- ..1(jo... 31i11:' t.... G~~!.~ ;--.0 &"...1....11 th.. . ... "...... ..,...... I",. U'" "'.II'''t OT La" oayto",;.. t., '..01 ih.ull ..
of willi of the county Indlcntld. The PA D.part.ent of R.vonu' will Issu' an official ass.....nt (For. REV.IS4a EX) upon roc.ipt
of the return fro. the R.glltsr of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LIHE
I. Entar the date the account originallY was astabll.hed or tltl.d In the aanner exl.tlng at date of daath.
NOTE: For a decadant dying erter 12/12/82: Account. which the decedant put In joint naees within one (I) year of daath are
taxabl. fully a. transf.r.. However, there I. an exclu.lon not to exceed 11,000 pe,. tranlf.r.e regardle.. of the value of
the account or th. nuab.r of account. held.
If a double a.terl.k eMM) app.ar. b.for' your first na.. In the address portion of this notlc., the t1,000 axcluslon
.Ir.ady hal been deducted fro. the account balance a. raported by the financial Institution.
2. Ent.r tha total balance of the account Including Interest accrued to the date of death.
1. Th. percent of the account that I. taxabl. for .ach survivor Is d.t.r.lned a. follows:
A. Tha parcant taxable for Joint as.ets ..tabllsh.d .or. than one yaar prior to the dec.d.nt.. d.ath:
I DIVIDED BV tOTAL NUHBER OF
JOINT OWNERS
Exalple; A Joint a..at r.~istered
I DIVIDED BV 1 (JOINT OWNERS) DIVIDED BV 2 (SURVIVORS) . .167 X 100 . 16.7~ (TAXABLE FOR EACH SURVIVOR)
DIVIDED BV TOTAL NUHBER OF X laD . PERCENT TAXAaLE
SURVIVING JOINT OWNERS
In the nal' of the decedent and two other persons.
B. the percent taxabl. for alsets cr.ated within one year of the decedent.s death or accounts owned by the dec.dent but held
In trult ior anoth'" IndlvlduaHI) (trust b.n.ficlarles);
1 DIVIDED BV TOTAL NUHBER OF SURVIVING JOINT
OWNERS OR TrJst BfHEFICIARIES
X 100 . PERCENT TAXABLE
Exa,pI': Joint account r'3lsterod In
the decedent.
I DIVIDED BV 2 (SURVIVORS) . .SO X
the na.e of the dec.dent and two other pe,.san. and established within one year of death by
4. Th. a.ount .ubJect to tax Clln. 4) is dllteralned by ItUltlpiylng the account balance (lln. 2) by the percant taxabl' Clln. 1).
5. Fnter the total of the d.bts e"ld ~eductlClns Ihted In Part 1.
6. Th. a.ount taxaul. (line b) ,~ c"t.,.lneo by subtracting the dolbt. Hno oeauCllons \.une ~, T'O" \11" a..,ucl\ lIIu\oj.~. ,1,0 \aA ,..,.. ....
7. Enter the approprlat. tax ratn (line 7) a. det.ralned below.
A. Fa" date' of death occurrl~~ after 6/10/94, the tax rat.s for transfers to spouses are a. follow':
1. Date. of death on or aft..r 7/1/94 and before 1/1/95 the rat. Is 3~.
2. Date. of death on or afte" 1/1/95 transfers to spous.S will be taxod at O~ tax rat..
Note: For data. of death prior to 7/1/94 tranlfers to spous's are taxable at 6~.
B. Transf.rs to lineal d.scendan~' Including fath.r. eother, son, daught.r. grandchildren, lan.ln.la..,
daughter. In. law. stepChild and their ISlue are taxable at six percent (6~).
C. tran.fers to all oth.rs I~cludlng broth.r, slst.r, unci., aunt, nephew and nlec. are taxable at fifteen percent (15Z).
D. If you change tha tax rate, please s~.clfy your r.latlonshlp to the dlcadent In the area provided.
lOa soil: (tAXAaLE FOR EACH SURVIVOR)
a. the a.ount of tax due (1In. 8) Is detar.ln.d by .ultlplylng the alount taxable (line 6) by the tax rate (lln. 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debt, and deductlonl are deterllned as follows:
A. Vou legally are responslbl. for pay.ent, or the ..tate subJect to ad.lnlstratlon by a personal r.pres.ntatlv. II Insufficient
to pay the deductlbla Ite~..
8. Vau actually paid tha d.bts aftar death of the decedent and can furnish proof of pay.ont.
C. Debts being clal.ed BUst be lta.lled fully In Part 1. If additional space Is naeded, use plain papar 8 1/2" x 11*. Proof of
pay.ent eay be requested !ly the PA D.part.ant of Rev.nue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL TIlE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327, TOOl (717) 772-2252 (HEARING IMPAIRED ONLY)
/;-/{1'/ -~(
COMHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITIHCE TAX DIVISION
DEPT. Zla601
HARRlSIURG, PA 1712'-06Dl
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN.lDC
ACN
10-14-96
MASONHEIMER
08'09-95
21 96-0456
CUMBERLAND
198-30-4512
96119242
A.aunt R..ltt.d
IS) '*
"'.UUII '" 111'"1
JOHN J
NOTICE OF IHHERITANCE TAX
APPRAISEKEHT1 ALLONAHCE OR OIBALLONAHCE
OF OEDUCTlONs,.!>HO ASSESSHENT OF TAX OH
JOIHTLY HLLD OR TRUBT ASSETS
GLADYS M MASDNHEIMER
232 BDSLER AVE
LEMOYNE PA 17043
MAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
FlEii:is4-a-Eif-AFFi-107-:96j------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-14-96
ESTATE OF MASONHEIMER
JOHN
J DATE OF DEATH 08-09-95
COUNTY
CUMBERLAND
ACN
96119242
FILE NO. 21 96-0456
TAX RETURN WAS,
S,S/D,C, NO, 198-30-4512
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, PNC BANK
ACCOUNT NO.
5140042037
TYPE OF ACCOUNT, () SAVINGS ( ~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-01-78
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL IHTEREST, ·
IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI. YOU HAY BE Dl/E A REFlIHD,
SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIONS. I
Account Balance
Parcent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
3.359,65
0,500
1, 679 ,83
,00
1, 679 .83
.06
100.79
TAX CREDITS:
PAYMENT
DATE
06-07-96
RECEIPT
NUMBER
AA112919
DISCOUNT (+)
INTEREST (-)
.72-
INTEREST IS CHARGED FROM 06-08-96 TO 10-22-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
.
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 ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT,"
AMOUNT PAID
100.79
100,07
,72
.02
.74
P\IlPOS[ Of
f<<JTlCEI
fa fulfill the requlr.unh of Section 2140 of the Inhtrltanu and Estet. tax Act, Act ZZ of 1991. (ll P.S.
Section U40J.
PAVHEHT I
Detach the top portion of thh Notice end ....o.!t with your PI....."t to the Rllght.,. of WUlt print.. on the
ravar.. .Ide.
n Halt. chKk Dr ltOMy arMr plyllbl. to: RECISTrR OF WIllS, 'CENT.
All paYMf\h recalvMl shill first b. eppl1M1 to any Int.t..t which uy be due, .,Ith My r...lndllr appllMl to thII tb.
REfUND (eA) I
A nflnl of II tax credit, which .... not r.~.tMl on the talC return, ..y tJ. req\Mlted by cO.laUng an "Appllutlon
for R.fWMI of P.,.,.ylvanla I~tltMC. end Estat. Tlllt" lR[V-1313). AppllcaUonl an avalhbl. at the Office of
the ReglUar of WUb, any of thtl 23 Revenue District Offices Or' by calling the ,pecla. 24-hour an....rlng ..rvlce
nu.ber. 'or for.. ordering: In Pennsylvania 1-800-362-2050, outslda P.nnlylvanla and within local
Harrllburg .t.. (111) 7a7-eO~. TDD' (711) 712-l2S2 (HI.rlng 1~.lr.d Only).
OIJECTJDHS: Any patty In Int.r..t not sat"fllK! with the eppr......"t, .Uow.nu or d"allowanc. of d.ductlon. 0,. ........"t
of tax (Including discount 0,. Int.r..t) a. .hown on thl. Notlc. .ay Object within sixty (60J day. of r.c.lpt of
this Notlc. b,:
"wrlttln prot..t to the PA Depart.."t of R...,~, Bo.rd of AppulI, Dept. 281021, Harrisburg, PA 17128-1021, OR
--.lectlng to have the .att.r dlt.r.lned at the audit of thtl account of the personal rep,...."tatlv., DR
--appeal to the Orphans' Court
ADHIH-
ISfRATtYE
CORRECTIONS :
Fact'U81 .r,.or. dlscovared on this .........,t should be addra..act In writing to: PA Departaant of R.v........,
IuraBU of Indlvldull TaXI', ATTN: po.t A......ent RlvllllW unit, DEPT. 280601, Harr.sburg, PA 17121-0601
Phone (717) 717-6505. S.. peg. 5 of t". bookl.t "In.tructlon. foro IntMrltllnC. hix Rlturn for II Ruldent
Oacadent" (REY-ISOl) for an .xplBnaUon of adalnhtratlvah cornctabl. .rrors.
DISCOUNT:
If any t.x due I. paid within thr.. (l) calend.r .onth. aft.r the dacad.nt's death, II flva pareant (S~)
dlscOU"lt of thtl tax paId Is aUowlK!.
PENAL TV:
fh. lSiC tax ......ty non-participation p.nalty Is co~t.d on the total of the; tax and Int.rut .......d, and not
paid before January 18, 1996, the flr.t day after the and of the tax MM.ty parlod. this non-p.,.Uclp.Uon
panelty .. IIppealabl. In t". .... .amar and In the the .... tI.. period .. you MOUld IIpptl.1 the tax: and Int.r..t
~t has b.an a......d a. Indlcat.d on thl. notlc..
INTEREST r
Intar..t I, che,.gad beginning with flr.t day of d.llnquency, or nine (9) aonth. and ana (1) d.y
frOll the d.te of daath, to thtl data of pay.ant. T.x.. Nhlch bac... dlllnquent ~for. January I, 19112
ba.,. Inter..t at tha ,.at. of .Ix (6~1 p.rcent per arnuII calculatad at a dally rat. of .000164.
All taxa. which b.c... delinquent on or Bftar January 1, 1982 "Ill baar Int.r..t at a rata Nhlch will v.ry frOll
calendar y..r to c.l.ndar yaa,. with that r.t. announced by thlll PA Depart.ant of Ravenue. fhlll appllcabll
Int.r..t ,.at.. for 1982 through 1996 .r.:
Va.,. Int.rut A.te Dilly Int.,...t Factor v..,. Int.r..t Rata Dally Intarnt Factor
1912 lOX .000548 1917 OX .000247
.9&3 lOX .oooua 1911-1991 lIX .000301
.914 lIX .000101 199' 9X .000247
1985 IU .0DOlS6 199'-1994 n .OOOI9Z
19.. lOX .000274 1995-1996 9X .0002'7
--Int.r.st I. calculated a. foHOMSI
INTEREST = BALANCE OF TAX UNPAID X KUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice Inued .ft.r the tax bacON' delinquent will r.UKt an Inter..t cllculaUon to f1ft.., Cl5) day.
beyond ttM d.h of the .........,t. If p.yaant 11 aacM aft.,. the Int.r..t co.putatlon data shown on the
Hotlcl, additional Intar.lt lU.t be calcul.ted.