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HomeMy WebLinkAbout96-00770 0 l"- I"- ..... I -' 0 0- , N CD ... . C 0 ... :z WI LLI ~ ~ COHt10HwIAl111 01 IIINNSVIVAHIA tllPAR1HrNl 01 "I VI NUl aURrAU 01 INtlIVIllUA\ TUIS utl't. :aObOl IIAIUUSftURG, flA 1llO'a-Dhot ~~ \5- \,)0\ - ~ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. ACN DATE 21 _q{p-llD 961',1690 09-10-96 '. ." .~.I II I" ,/ HI ---,--->--_..~..--_._------'-.~----- EST. or TlIERESA J GOT TIIARD S.S. NO. 291-36-3210 DATE or DEATH 07 - 0" - 96 COUNTY CUMDERLA~D TVPE OF ACCoutn [j SAVINGS IX] CIIECKING [ ] IRUST 1_: CERTlF . DENNIS D GOTTHARD APT I \1 0 S HANOVER S T CARLISLE C" pt, 17013 REHIT PAYHENT AND FDRHS TO: REGISTER OF WILLS CUMDERLA~D CD COURT HOUSE CARLISLE. pA 17013 FINANCIAL TRUST CDHPAN hos provldod Ihll Ollpnrt",ont with tho 1010"..,Ilon lhtlld billow whletl h.n hUlln u\od in cnlculatlng tho potontial taJ{ dUll. Thlllr rAcord.. Indicittu that ill the dlt,,'h of tho .llavo CIOCDI","', you worD iJ joint ownllr/llollllflclnrv of this {lccount. If you '.81 thl, Inlor.1l110" 15 Incorruct. pIG/"o obln!n wt It tun cor .net Ion 'rolll tho 'Innndnl lnst Ilullon. ,11111C11 It COPy to Ihls forlll ..nn rO.ll,n ,. tn th.. r.t1nvo n1ftr.'''- Ihls /Ocr:ol'nl 1'5 t".""I. In i1rcnrllance witt. Ih. Inhorltllnc. In_ Inw, of thJ Co""onwenlth of Penn.tlv"nln. Qu_stlons lIlAY b. noswered by cnlllng l/lll 181-8111. COMPLETE PART 1 BELOW Account No. 997269 M M M SEE REVERSE SIDE FOR Data 08-11-83 Established FILING AND PAYMENT INSTRUCTIONS Account aalanc. Percent Taxable Anount Subject to Tal( Rat. Potential Tal( Due 1.619.78 50.000 809.89 .06 48.59 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE to in5uro propor crodlt to your nccount, two 1;'1 coplos of this notice oust nccolllpnny your pay.."nt to tho Reghtor of w11 h. "ako chock "flyable to: "Reglshr of wills. Agont". K HOlt: If tn_ paynonts nro "~do within threo III "onths of the doceuont'; dnto of doath, you lIlay doduct n ~% discount of tho tn_ duo. Any Inherltanco tn_ due will bocolllO dollnquont nine (ql 1Il0nths after the dnte of death. x Ta. PART [!] [CHECK ] ONE BLOCK ONLY' A. ~ tho nbovo inforlllatlon and ts_ duo is corroct. 1. You 1II8Y choose to rOlllit p"YlIIont to tho Roglst.r of wllls wlth two coplos of thls notlco to obtain 8 discount or avoid intorost, or you "BY chock bo_ "AM and return this notlco to tho Registor of wills nnd 8n offlclnl BSSO'SlIlont will bo Issuod by tho PA OopArtlll.nt of Rovonuo. 8. c=J Tho nbovo AssOt hns b.on or will b. roporlod and In_ pold with tho PennSYIVAnin Inhoritance Ta_ roturn 10 bo fllad by tho dacod.nt's ropro,entntivo. C. ~'he "bove inforlllnllon is Incorract nnd/or dobl' and doductlons wore paid by YOU. You lIlust cOlllplete "ARt ~ nnd/or PARt ~ below. OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE If you indicate a different tal( rate, please state your relationship to decedent: PART ~ iAi: LINE RETUiUl - CCiHf'ui'Ai'iCiil 1. Date Established 2. Account Balance 3. Percent Tal(able 4. Amount Subject to Tax S. Debts and Deductions 6. Anount Tal(able 7. Tal( Rat. 8. Tal( Due TAl( CiN JOIli,/i'RUSi' ACCCiUili'S PART [!] DATE PAID DEBTS AND DEDUCTIONS f'ilD 1 2 3 4 5 6 7 8 CLAIMED OF 1 2 3 K 4 S b 7 8 Lf'1'i7"fC K " It. \ DESCRIPTION /)H Illf - w' ~ AMOUNT PAID u,C l' pAVEE '-.L- TOTAL IEntar on Line S of Tal( Co~putationl I , (I.' ,. Under penalties of perjury, 1 declare that the eooplato.to th~)b,ast of .y ~no.lodga and bollaf. 'Q'lLl1La a lktfit{lt4 -, PAYER S GNATU facts 1 have reported above are tru~ correct HOME (11 ? ) If ii'. ,~1I WORK (2~l ) 't ~ (, . '), (( TELEpH NUMBER and It ~ , GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OHJClAl TAX ASSESSH[NT ..lth "I'llIll;n:.18 l/lhnut 111".'1111111 Infor.."tlull lub_ttl.d by Ih. flrMllcll'l1 11",11111111111. 1. lnh.rlt"lIce IIU lIeco... Ilelhlll\lUnl nln. 8Ulllhs "ft.r the duollltl"'" 11,,1. II' ll."th. 1, A joint IIccount I_ t".,.III. .."." Ihou.,,, the dUllIl,..nl', nm... ,,," '1IId.,1 '" It ."ttilt of (.0IlV8111.11C.. It. Account, I IncludinG 'tltl'. held h.t....n hu\llItnd I1ml wlf.' "'lith Ihit IhlcUllllnl ,Iul In Jlllnt flI18.' withlllll". vun, print to d.""I Itr. fully ,,,.,,hla ... ttlln,f.r.. 'J. Accnunts .",,1I11Ih811 Jointly huh..." ""111"111111I111 wlf. .or. th,,,, ell1. vaM jI,ln' to lilli'll" ",. flot Ilu"III... b. AccouIlts h.ld by " ducuilunt "In hUlt fur" 11111I11"., '" oHun, Mit tn_nhl. fulh. REPORTING INSTRUCTIO~S PART - TAXPAYER RESPONSE 1. BlOCK A - If the III'ol'''ltlon Anti (;Olllllllllltlon In lhullllll(;u .In. conuc' '11Id llu,lur.tlon, lite not bulllU clnlllllld. plllCII IIn "It" In block "A" 01 I'lIrt I 01 thll "III.llIlyur ,",Ulpon"u" ,,"cllon. SI"n Iwo cOld "' nnd ,ull.lt tllll. with yaur chllcto for Ihlll 11.ounl al tllll to the R.gllhr of Wills 01 th. cOllnty Illltlc'IhuJ. 11111 I'A OUI,nrt_.nl of If.VUI1UU will luuu on offlc1nl nuuu.unt fror. RLV-ISIt8 [KI Ullon r.calpt 01 III_ return Irolll Ihe Ifltyilohr 01 With. Z. BlOCIt B - If the auet .peelllud on this nollcu hnlo bun or will hll rllporlltd And tn. Ilnld with Ihll Punns.,lvllnta Inherltnllc. 'all Return lil..d b., Ihe dlleedent', r..pr....nlntlv.. plncu nn "It" In blod "R" 01 Ilnrt I of the "'"_pn.,.r "'u.pons." IlIctlon. Sign onll cop., and nturn to the PA D..pnrtlllunt of RovonulI, Rurunu of Indlvldunl fil_III, Oellt ~1I0bOI, tlnrrllburg, I'A 11I~8-0bOI In Ihll .nv.lope pruvided. 3. BLOCK C - If the notlc. inforlllallon is Inearrllct nnd/or dedudlons n,1I blllng clnllllod, chllclt bloclt "C" IInd coftplllt. I'lIrt. 2 IInd 3 ::::=rc:~.iI to ~!": 1r::~:"...:II:::~: t;:lo.'. !'1.~ tt:, cel !o::~ :,~.d ~;.!....d~ ~~'I;.: ..Lt~ ~'J\,.. :h,:!, 'C. tt',.;:. ..:.Q..r.~ .:;' I..:; ~ai,;,.lol~ ~Q ~~,~ rC,il:tcr of willi of the county Indlcatud. Ih.. P" Dop"rt...nt of RovllnulI will Inuu nn offlcilll lIS1en"ent erar. R[V-I!l48 [KI upon rllc.lpt of the return fro. the R.gl,ter of wills. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter th. date the account originally WIIS ostabllshod or tltlod In thu lIIannor n.lstlng lit dllto of dUllth. NOtt: ror A decedent d.,lng aftor 12/11181: Accountl which tho docodont pul In joint nA.es within on. III .,ollr of doath lire tallable fully as Ir"nsf.rs. !lowover, Ih..ru Is nn u.cluslon not to u.ceod S3,OOO pur transfuree rogardlan of tho valulI of the account or tho nu.b.r of accounts held. If a double ast.rlsk (--I "ppears beloru .,our Ilrst nn.. In tho addrosl portion of this notlco, tho S3,OOO .lIcluslon alread., has b.un doductod fro. the account blllancu AS reportod by Iho flnllnclnl Inltltutlon. Z. Enter the total balance of the accounl Including Int..rest IIccruod to thll dat.. of dllnth. 3. Tho percont of the account that Is taxllblu for oach survivor Is deter"lnod AI follows: A. Tho perc.nt tnllllbl.. for joint alsets ustllbllshod ~orB than onu .,oar prior to thu docedont's denth: DIVIDED av TOlAl NUI1BtR Dr JOINT OWNERS [n.ple: A joint auet registered DIVID[D BY TOTAL NUI18[R Dr x 100 . PERCENT lAKA!ll[ SURVIVING JOINT OWNERS In the na.. of the dec.dont and two other per Ions. 1 DIVIDED BY 1 (JOINT OWNERS) DIVIDED BY Z (SURVIVORSI . .161 X 100 16.n: llAKABIE rOR UCII SURVIVOR) B. The percent tallable for assets cruatod within one yenr of th.. decodent's death or accounts ownud by the dec..dent but held In trust for anothor indlvidual(s) I trust benollcl,.,los): I DIVIDED BY TOTAL NUI18[R or SURVIVING JOINT OWNERS DR TRUST BENEFICIARIES K 100 . P[RC[NT 'AXABLE Exaaplo: Joint account rugist..rod the decedont. t DIVIDED BY Z (SURVIVORS) . .!I0 in tho na".. 01 tho docodont nnd two oth..r porsonl IInd e.tablished within one yqar of doath by K 100 50i: lTAXABI[ fOR taCit SURVIVOR) ~. Th. aMount SUbject to tall (line 4) is deter.lnod b., Multlpl.,lng tho account balanco Cline Z) b., tho perc..nt tll.ablo (1In. 31. 5. Entor the total of tho dobts and deductions Ilst..d In Pllrt 3. 6. Tho aaount taxable Illne &1 It detor.lnod b., subtracting the debts and deductions (line 51 Iro. Iho naount lubject to ta. Illne ~I. 7. [nter tho npproprlat. ta. rate (line 71 AS detorainod bulow. A. for datos of death occurring aftor 6/30/94. tho tall rat.s lor translers to spousos ar.. as follows: I. Datn of dnth on or after 711/94 and b..for.. 1/1/'!S the rato Is n. 2. Date. of death on or aftor 1/I/qS transfers to IPOUSOS will bu tllllod nt Oi: ta. rato. Notel For dates of death prior to l/1/q4 transfers to spouso. are tallabl. at bi:. B. Transfors to lineal doscondllnt. inClUding falhor. 1II0lher, Ion. dllughter, grandchlldrun, lon-In-Iaw, daughter-in-law, stepChild and their Islue ar.. tn.Able at sIM percunt e6i:1. C. 'rans/ors to 1111 others Including brothor. sliter, unclu. nunt, nophow and nloee are tallllbl. at fifteon porcent eIS~). D. If yoU change tho tall rato, plea.o speclf., .,our relationShip to Iho dllcodont In tho nrua provtdud. 8. The aeount of ta. due (1lnu 8J Is deter.inod b., .ultlpl.,lng tho A_aunt ta.abl. (Iino 61 b., the tall rnto (1lno 11. CLAIMED DEDUCTIONS - PART 3 DEOTS AND DEDUCTIONS CLAIMED Allowable debts and doductlon. lire dulur.lned III follows: A. You legally ar. re.ponslble for pa.,...nt, or the os tat.. sUbjoct to ad.lnlstrntlon b., II perlonal r..ptllllentntlvo Is Inluf/lcl.nt to pay th. deductible Ite.s. B. You actually paid the debt. nfter dellth of the decedent IInd Clln lurnish proof of plly.ent. C. Debts being claleed _ust bo U..ltod fully In Pllrt 3. If IIddltloMIII spnc. II nud_ct, un plllln papor 8 In" . II". Proof of pa.,.ent .ay be roque.tod b., the PA Depllrt.ent of Rovunue. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY) - - ~ . \ ,) II a ~ .., u ~ .., ~ II :;' II .., ii: 0;' ~ 0 ~ - " ::; a c il " ~ 0 ., .. - ". ;; :; ". 0 .., .. 0 oS g- o ~ ". " 0 0 c !!. ... c " ., 0 ., ... . 0 .. ;. .. r. ~ 0 .., .. '" a " ;f :i c c l ". C 0 .. ., ;; " . ~ " .., ~ .. [ 0 E: ~ .. .. .. ~ II .., .., '" , ~ 0 a ~ '" I 0 i~ ':l " c " " ~ ~ ". '" U 0 .. c " :: .. ., II ". 0 ~ 3 .. ~ 0 .. 5' ... r II ~ 0 ~ ~ ., .. u ... ~ 0' ., .., 0" ~ ~ ., ... a ., c ;. ;. a .. ~ 0 ~ " " 5' ... ~ ~ c ~ ~ ., 0' ~ ;; 0 " ., " ~ iO cRmilJed f~om JL/l ,)lL~' ,G. i:Jrrt hz,? r.0 .J tu.vCJ h.w~/k't.L.Iciu~~{{aH 9UT () I i L} J tj.lj~t'u FUNERAL /7> 'I- U lif '__ U-f,'l-/ l' SERVICE . jA . IJ {I ~"',,,.t,,,,1 . IUJ, 0'/[,--, ....'::./. 0t1..tZ/)fL1 tJ o ClISh /CJ. - -III "'''Ml OJ OlelASfD G'ChOC' . '..5!J r:t. '';)(.I,,:l/ o SOCllli1 SeCUfllV o V A Ben"llt o Insurance ~j0'3 DAlalHAl 2861 Acet No ,f&. By 0 LAST . LJe/11 '-10 'A' Inl Svl Chg,lale Plyme"t Sub-fot e,td." t-/(/rN IJ{) llllsPymt -() - NEW 'A' 0 3767 i5-/,.,( (( - Ii COMMONWEALTH OF PENNSYLVANIA I DEPARTMENT OF REVENUE ~~ I~'\ ( . BUREAU OF INDIVIDUAL TAMES INI1ERlTANC[ UX DIVISION DEPf. :eGbDl "ARRISBURC, Pi 11128-0&01 NOTICE OF INIIERITANCE TAM APPRAISEHENT. ALLOWANCE DR DIS^LLOMANCE OF DEDUCTION.. AND ASSESSMENT OF TAM ON JOINTLY IIELD DR TRUST ASSETS 11'_1"'111" 111.1" ,J,j.'16,j!u DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN ll-19-96 GOTTHARD 07-04-96 THERESA J CUMBERLAND 291-36-3210 96141690 AMount Re"ltt.d DENNIS 0 GOTTHARD APT I 110 S HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMOERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... R-iv:isiia-Eii-AFii-io;-:96i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-19-96 ESTATE OF GOTTHARD THERESA J DATE OF DEATH 07-04-96 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 291-36-3210 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96141690 FINANCIAL INSTITUTION: FINANCIAL TRUST COMPANY ACCOUNT NO. 997269 TYPE OF ACCOUNT: () SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED OB-II-83 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rata X Tax Due 1.619.78 0.500 809.89 4.997.40 .00 .06 .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: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER TNIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS TIIAN '1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FDRH FOR INSTRUCTIONS. I .00 .00 .00 .00 oJ -. .... .. ... -., it .1 ,,' PURPOSE OF HOTICE: '.11 To fulfIll the r.quir...nt. of S.ctlon Zl40 of the Inharltanc. and Estat. T.x Act, Act ZZ of 1991. (lZ P.S. S.ctlon ZI40 J. aatach tha top portion of thh Hotlu and subait with your pay.ant to tha R.glstar of Wlib prlnt.d on tha ravaru dd.. _. "aka chack or .oney ord.r payabl. to: RECISTEA OF WILLS. ACEHT. All pay.ant. racalv.d shall flr.t b. applied to any Int.r..t which .ay be due, with any r...lnd.r appll.d to the ta.. A rafund of a ta. credit. which was not raqu..ted on the ta. raturn, .ay b. r.qu..tad by co.pl.tlng an "ApplicatIon for A.fund of penn.ylvanla Inh.rltanc. and E.tet. Tax" (AEV.I]I]). ApplIcation. ar. av.llabla .t the Dfflc. of the Aagl.tar of Will., any of the Z] Aevanua DI.trlct Dfflc.. or by ceiling the .p.cl.l Z'-hoUr an,w.rlng ..rvlc. nuab.r. for for.' orderlngl In p.nn.ylvanl. 1-IOD-]6Z-ZD50, out.ld. p.nn,ylvanl. and within 10c.1 Harrl.burg .r.. (717) 717-1094, TOOl (711) 772.Z25Z (H.arlng lap. Ired anly). Any party In Intar..t not .atl.flad with the appr.I.....,t, .llowenc. or dl..llowanc. 0' deduCtIon' or .......-nt 0' ta. (Including dl.count or Int.r..t) e. .hown on thl. Hotlc. .ay obj.ct wIthin .I.ty (60) day. 0' racalpt of this Hotica by: --orl"on pr.'," .. ,h. PA D...r',on. .f R.yonu'. I..rd .f '....1.. D.p'. ZII.ZI, H.rrl.bur.. PA 17IZI-I.ZI. OR ..alactlng to have the .attar d.t.ralned .t the aucUt of the ecCOl.W1t 0' tha p.r.onal raprnantatlv., DR ._app..1 to tlw Orphan.' Court PAV"EHT: AEFUHD (CR)I OBJECTIONS: ADtUN. ISTRATlVE CORRECTIONS: Factual .rror. dl.covared on thl' .......-nt .hoUld b. addr....d In writing tal PA aapartaent 0' A.venue, Bura8U of IndIvidual T...., ATTNI Po,t A.,a.,..nt Aavlew Unit, DEPT. ZID601, H.rrl.burg, PA 171ZI-0601 ~ (711) 7.7-6505. Sa. p&ga 5 of the bOOkl.t "In.tructlon. for Inh.rltanc. Ta. A.turn for . R..ldant Oacedant" (REV.1501) 'or an ..planatlon of adalnl.tr.tlv.ly correctabl. arror.. I' any tax due I. p.ld withIn thr.. (3) caI.ndar aonth. .ftar the dec.dant'. d..th, . ,Iva p.rcent (5%) dl.count of the ta. p.ld I. .llowed. Th. 15X tax sana.ty non-p.rtlclpatlon pan.lty I. coaputed on the total of the tax and Int.r..t a......d. and not paid bdor. January la, 1996, the first day aftar tM .nd 0' the t.. a.,a.ty p.rlod. Thlt non.p.rtlclp.Uon pon.I.Y I. .....1..1. In .ho .... .ennor ond In tho tho .... .1.. p.rl.d .. you MOUld .....1 tho ... ond In..r..' that hat been ......ed a. Indicated on thI. notlc.. Int.re.t I. ch.rg.d b.glnnlng with first d.y of d.llnquency, or nln. (9) aonth. end one Cl) day fr~ the det. of d.ath, to the data of p.y.ant. T.... whIch beea.. d.llnquent b.for. January I, 1,IZ b..r Int.r..t at the rata 0' .1. (6X) p.rc.nt par annua calculatad .t a dally rate of .GOOI~. All t.... which b.c... dallnquent on or aft.r January I. 1912 will b..r Int.r..t at . rat. which will vary fro. c.l.nd.r yaar to cal~.r y..r with that rat. announcad by the PA D.p.rt.ant of Aav.nua. Th. .ppllcabl. Int.r..t rat.. for 191Z through 1996 ar.1 V..r Int.ra.t R.t. OalIY Int.rnt Factor V.ar Inter..t Rata Dally Intlr..t Factor I'az ZDX .000541 1917 'X .ODDZ47 l,n 16iC .OOGUI 1911-1991 IIX .000301 191' llX .000]01 199Z 'X .0DDZ41 1915 UX .000356 1991.199" 7X .ODOI9Z 1916 I'X .000Z7ft 1995-1996 'X .0DDZ41 .-Intaralt I. calculat.d .. followll INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any NotIc. luued aft.r the tax beeOlln d.lInqu.nt Willi refl.ct an Int.r..t calcul.tIon to fifteen US1 day. b.yond the data of the .......ant. If pay.ant I. .ada aftar the Int.r..t coeput.tlon data .hown on the Hotlc., .ddltlonal Intare.t .u.t ba calcul.t.d. II , , I DISCOUNT I PENAlTVl INTEREST1 "