HomeMy WebLinkAbout96-00639
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\ DATE 07-08-96
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HOTlCI: 01' 1I111ENITANCE TAX
A1'I'NAI~I:KI:NT L ALI.OHANel: ON OI~ALI.OHAIICI:
or PI:OUCTIOH5 I ANn ASSI:55"I:UT or TAX ON
JOINTLY llI:t.1J OR TRUST ASSI:TS
REV-1548 EX AFP (12-951*1
CQMOHVIAlIfIOf I'tHN\'flYAHIA
DlII""",_Hf 01 PlvtfU
lUlu-aU Of INDIVIDUal 1"'1\ I
DIP', I.QUI
"'RRlnUMC. 111 "lll-DltOS .'
DATE Of' DEATlI 10'06-95
COUllTY
CUMBERlAtlD
ESTATE OF SOlOVEY
FRANCES
FilE NO.
S.S/D.C. NO. 168-18-1<,27
ACIl
96120457
WALTER SOlDVEY
203 COURTRIGHT ST
PlAIIlSVIllE PA 18650
REMIT PAYMENT TOl
REGISTER OF WillS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r' - A~ounl Ro~1 Uod \
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
R-Ev:iSiia-Eif-AFji-ii-i:9Si------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-08-96
ESTATE OF SOlOVEY
FRANCES
DATE OF DEATH 10-06-95
COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 168-18-1427
TAX RETURN WAS. (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96120457
FINANCIAL INSTITUTION: FIRST VAllEY BANK
ACCOUNT NO.
410844610
TYPE OF ACCOUNT. () SAVINGS (10 CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-07-83
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.00
.00
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."
TAX CREDITS:
AMOUNT PAID
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DiJE
. IF PAlO AFTER THIS OATE, SEE REVERSE FOR CAlCUlATIOH OF AOOITIONAl THT{REST~'
I IC TOTAL OUE IS lESS THAH $1, HO PAVKEHT IS REQUINEO.
n TOTAL DUE IS REFLECTED AS A "CREDIT'" ( CA), you HAY BE DUE A REfUND.
SEE REVERSE SlOE OF THIS FORK FOR IHSTRUCTIOHS. I
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.00
.00
.00
00
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.
PURPOSt OF
HCIT1a:1
To Mfll1 tho .....I._i. of SocUon U4. of tho T_rlt_o .... [.t.t. Too ..t, ..t U. of 1"1. ii3 P."
$aCtion Zl4aJ.
PA't1DT1
OetllCh tM top portion a' this Notice ~ .u.1t with your pII~t to thI .eglst.r of "Ilh prlnt.t on thI
r.w,.e deM.
_. .... cNdt or ....., OnNr ,...h to: R[GI5TD1 OF WILLS, AGOrf.
.U ~t. ~IWld "'U flnt be ~lled to M1 Into....t Wllch ., be .,., Mlth II'lY ...-I...r 1IPP1led to thI tu.
REF\ICD (CRh . nhnl of . talC endlt, Ilf1lch .... not req.M.ted on this tax r.turn, -V be r....t.. by QOIlPI.UnI M .".,Ucatlon
fo,. Raknl .f ~Q'lnnll lm.rltMCe -.I E,t.t. l.... UIEV"UU), Appllc.tlont..... ..,.Ihlll. et the office of
thI .....t... of Ullh, ~ of thI lS RWMUO District Off 1011 or by c.UI... the IIMCIII Z4-haUr .,_rl.. ..,."Ice
...--.. for fon' onIerlnGl In ~Q'IVMII l"IU"16Z"USO, outlleM ~Q'1Vtr111 ... .Itt'll" 10C81
Herrllbunl..... (717) 117.1094, TDD' (717) 71Z"ZlSZ (Heerlng 1~lrod Dnlr).
DI1CTIClCSI
w ,.,.ty In Int....st not ..thfled ..Ith the ~,..l.....,t, .11~ 0" dl..U...,ce of IMductlon. or .......-at
of tax .Unclucllnl dlllCOW\t or Int.....U ., shown on tt'lh ttotlce ..v obJeet within Ibb ('0) dQ. of receipt of
Uti. Notice tryl
-...rltten P':'Itut to the PI Deper'-"t of A.venue, aoerd of Appeals, DePt. ZlUll, ...r....bunr, PA l7UI-lOll, OR
--.leetlnG to ...... the ..u.,. ...brelned .t the eudlt of the ecco.nt of the personal .........."bU.;., OR
--tlPPMl to the Of1lf'*',' tau,.t
IIIIIN"
ISTlUTlYE
CDRRECTIClCSI
fee"'d errors dlacovered on VIla ........,t should be add....sed In ...rlUnG tOI PI Deper'-"t of R..,.,.,.,.,
........., of Indlvlo..l lID', AT1111 Po.t ........,t .r"s.. \.hit, DEPT. lIl"l, ttarrlsbura, PA l71U""1l
ptIQnII (nn 717-UOS. $ell poao J of the bookht -Instruction. foro l,.,...rlbnCI talC A.",", for I Aolldent
Deotdenr' (REV-ISOl) for 1ft ..,l_tlon of .-lni,t...tI".I, CClrrechbl. orror..
If ~ tax 0.. la ,.ld wlthln u.-.. (S) calwdar .onUt. .ft.r \hi ~t.. death, . fl". plf"C*\t (5%)
dlec:Ol.l1t .f the ta paid I. .UCNld.
The lSX tee ..w.ty non.....UcJ.,t.tlon ,.,.Ity It ~ted on the tobl of thI tax end Int.....t ........, ... not
,.141 beifore ....,., II, 1"', the first dQ .ft.r tho end .f the tax .-M.t>> period. Thh non....,-tlc....Uon
...,altJ' It ...,.alibi. In thI ... -.wr ... In the the ... U.. period .. you MOUld .....1 the tax ... lnhro,t
u.t ... a..t ........ .. tndlc.tod on tt'llt notice.
DlsaufTl
PDl<Y.
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IIlTDaT.
Int...." It c::tw'1IOd beDlmlnl with flnt _ of dlU,...,cr, or n1ne (t) ..,tha -.I one (l) ~
ft'Ol u.. .u of ..th, to tho .t. of pl7Mftt. lu.' "'len bee-' dlU,.,..,t befo... ~ 1, 1HZ
...... Int:8C"tl.t .t the nU af .Ix ('-X) percent plr ...... ~lcul.t" .t . dill, ,.t. .f ."01~.
All tIDco. tlhld\ ~ dlU,..,.,t on Of' .ft.r ......ry 1, I"Z Mill beat' 1nt...." .t . rat. Mhlc:h .ill VW"'I ft'Ol
c.l...... ~ to cel......,.... .lth tNt ,..t. ~ by thI PI Deper~t of...,..... Tho ....Ualll.
Intlt"O.t ,..t.. for 1HZ ~ 1'" ....1
,oor Int.,..,t btt 0.11, Inten" Fector 'to.r Int...." A.t. o.lh In"....t Facto,.
l'az lOX .010541 nl7 'X .OUZU
1m lU .010411 19"-1"1 II' .010501
".. lIX .00Uot I'" .. .IIOZlt7
I'" ISZ .OIUW. 199'-1"" n .100nz
".. 10' .0OOZ7" 1995"1'" .. .000Z47
....Int.r..t It calcul.ted .. follo-.'I
INTEREST = BALANcE OF TAX UNPAID X KUKBER OF DAYS OELIHQUEHT X DAILY IKTEREST FACTOR
.."" MotlCtl luued .ft.r the tlX becoet. delinquent will r.flect ., tnt.re.t calculation to flft.." (IS) dtIy'
beyond the eMt. of the ..........t. If p.ywent II .eek .tter the Inter..t c~t.tlon date shoWn on the
Matlce, IIddltlonal lnhrut .....t be c.lcul.ted.
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R!V-1548 EX AFP (12-951~
CQtNNWUlllt or PlHHSVlVANIA
D(PAA'"ENl or REYlHUL
IURUU Of INDIVIDUAl tun . .
DlPf. Zlonl
IIARAntUNa, PA I1lla-O.OI ..
Honcc OF IHIIERlTAHCC TAX
APPRAISCKCHT. ALLOMAHCr. OR DISALLOHAHCC
OF DEOUCTIOH5, AHO ASSr.SSKEIIT OF TAX OH
JOIHTLY IICLO OR TRUST ASSCTS
DATE 07-08-96
ESTATE OF SOlOVEY
FRANCES
DATE OF DEATIl 10-06-95
COUNTY
CUMBERLAND
FILE ND.
S.S/D.C. NO. 16B-18-1427
ACN
96120457
WALTER SOlOVEY
203 COURTRIGHT ST
PlAINSVIllE PA 18650
REMIT PAYMENT TO:
REGISTER OF WillS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anount R.~ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
R-iy:is4-a-Eif-AFii-iiif:9Si------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-08-96
ESTATE OF SOlOVEY
FRANCES
DATE OF DEATH 10-06-95
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. 168-18-1427
TAX RETURN WAS, (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96120457
FINANCIAL INSTITUTION, FIRST VAllEY BANK
ACCOUNT NO.
410844610
TYPE OF ACCOUNT, () SAVINGS (10 CHECKING ( ) TRUST ( 1 TIME CERTIFICATE
DATE ESTABLISHED 07-07-83
Account Balanca
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxabla Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.00
.00
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCDUNT, SUBMIT THE
UPPER PDRTIDN OF THIS NOTICE
WITH YDUR TAX PAYMENT TO THE
REGISTER OF WIllS AT THE
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TD,
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-I
AMOUNT PAID
RECEIPT
NUMBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF AODITIOHAL IHTEREST. .
( IF TOTAL DUE IS LESS THAN $1, HO PAVHEHT IS REQUIREO.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" I CRI, YOU KAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR IHSTRUCTIONS. J
.00
.00
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.00
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PURPOSE Of'
HDueEI
_D
t:..'U: 0\
CXfo fulfill ~h.
SKtlon Zl~Q).
c-
1JC
-- ::>
nqufr.l~t.
of Section 21'0 of the Inh.~ltanc. and Eltat. Tax Act, Act ZZ of 1991. (72 P.S.
PAYMEHT: D.tach t~ top portion of thl, Natlca and lub.lt with your pay..nt to the Rlgl,ta,. of Will, prInted on the
r."I,... side.
.- "eke chIck or .~y order payabla to: REGISTER OF WILLS, ACENT.
All Plv-ent. received ,hall first ba applied to any Int.r..t which ..y ba due, with any r...lnda,. applied to thl tax.
REfUND (CR): , refund of . t.. crldlt, which w.. not rlqua.tld on thl taM raturn, ..y ba rlqua.tld by coaplatlng en ~lppl1c.tlon
for R,fund of Pennsylvania Inheritance and E,t.t. 'axR (REY-Ill]), Application. .r. Ivallabl. at the OffiCI of
thl Alal.ts,. of Willi, any of thl 23 Rav.nul DI.trlct O,flc.. or by calling the .p.clal 24.hour 8ft.w.rlng 'Irvlc.
nuab.r. 'or 'or.. ord.rlng: In P.nn.ylvanla 1-800-]62-2050, out.ld. P.nn.ylvanla and within local
Harrl.burg .r.. (717) 787.8094, TOOl (717) 772.2252 (H.arlng I.palr.d Only).
OBJECTIONS: Any party In Int.r..t not .atl.'I.d with the appr.I....nt, allowanc. or dl.allowanc. of d.ductlon. or .......ent
of tax (Including dl.count or Int.r..t) a. .hown on thl. Hotlc. ..y obJ.ct within sixty (60) day. 0' r.c.lpt of
thh NoUc. by:
.-wrltt.n prot..t to the PA D.p.rta.nt of R.v.nu., BaIrd of App.al., D.pt. 281021, Harrl.burg, PA 17128-1021, OR
--.lectlng to have the aattar d.tlr.lnld .t the audit 0' thl .ccount of the p.r.onal r.pr..ant.tlv., OR
--app..1 to tha Orphan.' Court
ADHIN"
ISTRATlVE
CORRECTIONS:
f.ctu.l .rror. dl.cov.rad on thl. ."I...ant .hould b. addr"'ld In writing tOl PA a.p.rta.nt of R.v.nue,
Bur.au of Individual Tax.., ATTH: po.t A.......nt R.vl.w unit, DEPT. 280601, Harrl.burg, PA 17128.0601
Phon. (717) 787-6505. S.. page ] of tha bookl.t "In.tructlon. for Inh.rltanCI Tax Rlturn 'or a R..ldant
Dac.dlnt" CREY-1501) for an .xplan.tlon of adalnl.tr.tlvaly corrlctabll Irror..
DISCOUNT:
If any tax due I. paid within thra. (]) cal.ndar aonth. aft.r the dlCld.nt"s d.lth, a flvl p.rc.nt (5X)
dl.count of the tax paid I. .llow.d.
PENALTY:
Th. 15% tax ..nl.ty non-p.rtlclpatlon penalty I. c~tld on the total of thl tax and Int.r..t a.....ad, and not
paid b.for. January 18, 1996, the flr.t day a,tar the and of the tax a.n..ty p.rlod. Thl. non.partlclpatlon
p.nalty I. apPI.labll In thl .... .ann.r and In the the .... tl.. p.rlod .. you would app..l the tax and Int.r..t
that ha. bIen .......d a. Indica tad on thl. not lea.
INTEREST:
Int.r..t I. chargld b.glnnlng with flr.t day of d.llnqu~y, or nlna (9) .onth. and ona (11 day
'rOl tha d.ta of dlath, to thl date of pay..nt. TIXI. which b.ca.. d.llnQUent b.for. January 1, 1982
b.ar Int.rl.t at thl rlt. of .IK (6X) p.rc.nt p.r annu. calculatld at a dally rata of .000164.
All tax.. which baca.. dallnqu.nt on or aft.r January 1, 1982 will b.ar Intlr..t at a rat. which will vlry fro.
calandar y..r to calendar Ylar with th.t r.ta announcld by the PA Dlp.rt..nt of Rlvanua. Th. .ppllcabll
Int.r..t r.t.. 'or 1982 through 1996 arll
V..r Interllt Rata Dalh Int.ralt Factor V.ar Int.rut Rate Dally Int.rut Factor
1982 20X .000546 1987 .~ .00OZ47
1915 16~ .00001 1988-1991 1I~ .000301
1911t 1I~ .000l0l 1992 OX .000247
1915 U~ .000lS6 1993-1991t 7~ .00D1CJ12
1986 In .000274 ICJICJIS.I9CJ16 .~ .000247
nlntarllt I. calcul.t.d a. 'ollowll
INTEREST = BALANCE OF TAX UHPAID X HUKBER OF DAYS DELINQUENT X DAILY IHTEREST FACTOR
--Any Notlca I..uld a't.r the tax bacoae. d.llnqulnt will r.fllct an Int.r..t cllculatlon to 'l,tlan 1151 day.
bayond the datI of the ........nt. (, payaent 1. .ada .'t.r the Int.r..t co~tatlon data .hown on the
Hotlc., ~ltlonal Intlr..t au.t be cllculat.d.