HomeMy WebLinkAbout96-00932
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COHHlJNWUI Tll {If I'l NNSVI 'I"HIA
OIIIANIHI"' IJJ AI 'II NUl
BUNIAU 01 IHDIVIlIUAI '''I S
DlIIt. .~eObOI
IlAIIII!SIIUIIC, IIA 1I1;e-01101
~~
oI..,'J"ffIIi>>>....
NO. 21. '1<;" (13~
961(,8430
10-08'96
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
lto .hl\lI'I./ ,\,
TVPE OF ACCOUNT
EST. OF DOROTltV R HENRV
5.5. NO. 133-16-8949
DATE OF DEATH 06-04-96
COUNTY CUM8ERLAND
~...: SAVINGS
'XJ CItECKING
.- TRUST
.~
, CERUF .
R08ERT A BARRICK
1901 DOUGLAS DR
CARLISLE PA 17013
REMIT PAVMENT AND FORMS 10.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
FINANCIAL TRUST COHPAN has provided the Oepftrhuant with the Inforlllatlon listed below which hilS bun used In cftlculatlng the
potentlol ta~ due. Their records Indicate thftt at the death of the above dacadont. you war a a Joint ownor/beneflclary of this account.
If you fael this Infor.atlon Is Incorrect, plaas. obtain wrltt.n corr.ction fr08 the financial Institution. "ttach a copy 10 Ihls forN
and ralurn il 10 Ihe above addr.... 'hi. accounl I. ta~nble In nccordnnca with the Inherit~nc. 1ft. laws of Iha Co..onwaalth of Pennsylvanio
uue.tlonl May oa an.w.red oy calling 11111 1~,.a3l1.
COMPLETE PART 1 BELOW
Account No. 832529
. SEE REVERSE SIDE FOR
o.to 05-22-87
Established
FILING AND PAYMENT INSTRUCTIONS
. .
,~ Insure proper cradll to your accounl. two
121 cop Ie. of thI' nolice "ust ncco.pany your
pay.enl 10 Ihe Aeglsler of will.. Hake check
payable 10: ~Aagl.ter of will., Agenl".
PART
m
923.68
16.667
153.95
.06
9.24
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RES~~T IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
Account aalance
Percent Taxabl.
Anount Subject to
Tax Rat.
Potential Tax Due
K
HOlE: If tn_ pay..nts nr. .ad. wllhln Ihre.
15) .onlhs of Iha docad.nt'. date of deoth,
you .ay deduct " ~Z dl.counl of tha to. due.
Any Inherllanca In_ duo will Oeco.. dallnquenl
nine (9) .onlh, ofter the data of d.alh.
Tox
K
[CHECK ]
ONE
BLOCK
ONLY
A. ~a above Infor.allon and la. due I. correct.
I. You .ay choo.e to re.lt pay.enl to tho Aagllllr of Will. with two copla. of thl. notice to oblaln
n dl.count or avoid lnter.ll. or you .ay check bo_ ~A" nnd relurn thl. nolle. to thl AaQI.lar of
willi and an official olle,l.enl will b. 1.lued by Ihe PA Deparl.ent of AevanUI.
II. c=J Th. above all.t hal be.n or will be reported and ta. paid wllh Iha Pennlylvania Inh.rltance Tax r.lurn
to o. fil.d Oy the dlcedenl" raprllantatlv..
C. c:J lh. above infor.allnn II Incorrecl and/or dlbls and d.ductionl were &a'~bY you.
You .u.t co.plela PAAT ~ and/or PARt ~ Oalow. .
PART
[2l
=
If ~ou indicate a diffe~ent tax rate, pl.ase st.t. ~our
~elationshlp to d.cedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
TAX :::~ Jo::rr ,.T~:';::7 ACCO:'::~T:; i;MU
or
1
2
3
4
5
b
7
8
C:HrUi:-TIC~:
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'"" n..w'U'
1
2
K 3
4
5
6
K 7
8
DEBTS AND DEDUCTIONS CLAIMED
LINE 1. Oate Established
2. Account aalance
3. Percent Taxable
4, Anount Subject to Tax
5. Debts and Deductions
&. Anount Taxable
7. Tax Rat.
8, Tax DUB
PART
r3l
~
DESCRIPTION
AMOUUT PAID
DATE PAID
PAVEE
~; ....'./
1/- :,
'1'''I'l..:.!I.' ."1 /. .fV
TOTAL IEnte~ on Line 5 of Tax COMPutation)
$
declare that the facts I
and belief.
hay. reported above are true, correct and
(;OIl ,.",./ ,) ./j .,I~""
( ~I -; ./'i/'i f Vi/.'t
'1rr
$
GEUERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAK ASSESSHEHT ..llh ,1J'lllllr.nlll_ I"t.,u' hAud tin Inlo"."llo"
sub.llted by th. flnane."a tnltlluttan.
Z. lnh.rltllneR ~.. beeo..., d.llnrtu.nl nln. .onlhl .,h, the de(.d.",', .,..,. III II.lIth.
S. A joint aCCQunt I. 'l.-nbl. even thollQh the duedent', '1""'. ...n "l1ded ft, II ",,".r "' convenI8nc..
r.. Accounts I Including tho.. held betw..n Il\"band and wll.1 wtllth the decedent 1",1 In lolnt ""... 1oI1tt1ln on. .,./If Ilrlor 10
de"th ar. fully "I"bl. III Iran,l.r..
~. Account! .,Iabll,hed JointlY b.t....n husband /lInd wlf. "or. 111"" on. ye/lf I,rlllf to tI."th -HI not t,,,,,tll..
fl. Account. held by "deced.nt "In trust fo'" anoth.r or oth.r, nl. t".nble lulh.
REPORTING INSTRUCTIONS - PART
TAXPAYER RESPOUSE
1
1. 8l0Ck A . If Ih. Infor.allon rind co.pulallon In Iha nolln ara corrael "nd daducllon. lIta nol baing cl.l..d. pine. "n ")C"
In block "A" of P"rt I of Ih. "'a~p.y.r R..pon.... ,acllon. Sign two copla. nnd sub.lt tha. wllh your chack for Iha "lIount of
tax to Iha Ragllhr of wills of tha counlY Indlcahd. Iha PA Oap"rl.ont of Ravanua will luu. an official auau..nl
Ifor. R[v'I~~a [XI upon racalpt of tha return fro. tha Ragl,tar of wills.
2. BLDC~ B . If Ih. as,.t ,paclfl.d on Ihl, notlca ha, ba.n or will ba raporlad and ta~ pnld wllh the Pann,ylv"nla Inharltnnca
T.. R.~urn fl1ad by Ihe dacodanl" rllpra,antnllve, placa "n "X" in block "BOO of P"rt I of the "I".pnyor RII,ponn" ncllon. Sian ana
copy and rolurn to Iha PA Daparl.ent of Revllnue, Bura"u of Individual Ta~n. Dopl 280601, 11l1rrhburg, PA 1112a'0601 In tha
anvalopa provided.
3. BLOCK C _ If tha nollca Infor.atlon I. Incorrecl "nd/ot deducllon, ara baing cia load, chack bloc~ "COO and co.plata Part. 2 and 3
aeeotdlna tn the In.lrutllon. balnw. Sian Iwo coole. and slIb.lt Iha. wllh ."our en.:-... fa" tha ,...nunt of "'. ~""lShla to tha Rllolr',,"
of will. of the county Indlcatad. Ih. PA Dapart.ant of Ravanu. will 1..ua an official 1I"a,s.ant (for. R[V-154ft [)C) upon racalpl
of tha r.turn fro. Ih. Raglster of wills.
TAX RETURN - PART
- TAX COMPUTATION
2
LINE
I. Ent.r the data the account originallY was a,tabll,h.d or tlllad in the .anner e.lltlng at data of d.ath.
NOTE: for a dacadant dying after 12/12/82: Account. which tha dacodant put in joint naaa, within ana (I) yaar 0' daath ar.
la.abla fully a, Iran. for.. Howevar, thera I. an a.clu.lon not to a.caad '3,000 par tranlfara. regardle,. of tha value of
tha account or the nu.bar of account. hald.
If a doubl. a.larl.k (..) appaar. bafor. your flrlt na.a In the addra.. portion of thl. notlc., the 13,000 ..clu.lon
alr..dY ha. baan doductad froa Iha account balanca a' raportad by tho financial In.tltullon.
2. Entar the tolal balanca of Iha account Including Intara.t accruad 10 tha data of daath.
3. Th. parc.nt of tha account that I. ta.abla for aach ,urvlvor Is dataralnad a. follow'l
A. Tha p.rcant t...bla for joint ....1. a.t.bllshad aor. th.n ona yaar prior to tha dac.dlnt'. da.thl
DIVIDED BY tOTAL HU"BER Of
JOHn OWNERS
E.a.pla: A joint a...t ragl.tar.d
DIVIDED BV TOtaL NUMBER OF )C 100 . PERCENT TAU!LE
SURVIVING JOINT OWNERS
In tha na.a of tha dac.dant .nd two othar par.onl.
I DIVIDED BY ] IJOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .161 )C 100
16.7% (TAXABLE FOR EACH SURVIVOR 1
B. Tha parcant tawabla for as..t. cr.atad within on. YI.r of tha d.cedant's dlath or account. ownad by the docadanl bul hold
In tru.t for anolhar Indlvldualls) (tru.1 banaflclarla.):
I DIVIDED!V TOtAL NU"BER OF SURVIVING JOINT
OWNERS OR TRUST BENEfICIARIES
)C IDa . PERCENt TAXA!LE
E...pl.: Joint account ragl.terad In the na.a of tha decadant and two othar parlon. and a.tabllshad within on. yaar of da.th by
tha d.cadant.
1 OIVIOED IY Z (SURVIVORS) . .SO X 100 ~O% (TAXA!LE FOR EACH SURVIVOR)
4. Th. aeount ,ubjlct to tax (1In. 4) Is datar.lnad by aultlplying tha account balanCI Cllna 2) by the p.rcant la~abla 111na 3).
S. [ntar the total of tha dabt. and daductlons Ilstad In P"rt 3.
b. lna ..ount .a~ab.1 .I.lne tu II OIl(I","neo 0'1 suotrftC\lng tna 080ts tlno OJloucuon. tJllla :iJ ,ru. u,v ........... .......j..... ... ...... .~;... ...i.
1. Entar tha approprlat. tax rata Ilina 11 as datar.ln.d b.low.
A. For dat.. of death occurrinG aftar 6/30/94. tha taw rate. for trans fir. to spouses are al follows:
I. Data. of d.ath on or "ft.r 1/1/94 and bafora 1/1/9~ tha rala I. 3%.
2. Oat.. of d.alh on or aftlr 1/1/95 transfars to spouso. will be ta..d at 0% tax ratl.
Nolal for d.ta. of death prior to 1/1/94 trAnlfars to spouses ara ta~nbla at 6%.
B. Transfar. to llneal da,candants including fathar, "othar. son, dnughter, grandchlldran, 10n.ln~lnw,
daughtar'ln'law, stepchild and thalr Issua "ra tawabla ftt sl_ parcant 16%).
C. Transfar. to all othar. Including brolher, sllte", uncle, nunt, neohaw and nlac. ara la.abla at flftaan parcant 115%1.
D. If YOII changa tho ta. rala, pl.an spaclfy 'lour ralationshlp to the dacadent In Iha "raa provided.
8. tha a.ount of ta. dua ellna 81 is dataralnod by "ultlplylng the nllount I,..able Illna b) by the la~ rat' (1lna 1).
CLAIMED DEDUCTIOUS - PART
3
DEBTS AUD DEDUCTIOUS CLAIMED
Allowabla dobls and daduclions are datar.ln.d ftS follows:
A. Vou lagally ara responslbla for pay..nt. or Ih. Ist81a subjoct to "d.lnlstratlon by a par.onal rapr.Slntall""a Is tnsufflclent
to pay tha daductlbla Ita.s.
B. You actually paid the dabts aftar daath of tha dlcedant and can furnish proof ot pay.ant.
C. D.bts baing clalnad nUlt be Ita.l,ed fully In Pnrt 3. If 3dditlonal space Is n,aded, use plain pap.r 8 1/2" ~ II". Proof of
p"y..ent ..y b. raquestad by tho PA Dapart.ent of Aavenua.
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. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
(QMMnNWI A' III III III ~~'j,YI ~AJojIA
nIIIAlIIMI,",' OJ III VI ,",UI
ftulIl AU III IIolOIVIDUAI 1"'1 'j,
UIII!, ""0'101
IIAI"'ISlllJIIC, IIA 1/1:8.0'101
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('
/5'-I'/cl-1
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21" r;v . 93.2.
961'.8'.31
10'08'96
11o-.hlII IlJ ,/ 'I'
TVPE OF Accoutn
EST. OF DOROTllV R IIEURV
5.5. NO. 133-16-8949
DATE OF DEATII 06-04-96
COUNTY CUMBERLAUD
. SAVINGS
,(. CHECK ING
TRUST
CERTIF .
CHERVL A BARRICK
1901 DOUGLAS DR
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAUD CO COURT HOUSE
CARLISLE, PA 17013
FINANCIAL TRUST COHPAN hns provided the DIIPlIrtlOlllnt with the i"forMtlon 11stlld below which has bun uSIId In clllcullltlng thll
potent 1111 tll_ due. Their rllcords indlcllte thllt III ttle tfllnth of thll .lbove daclIdenl, you ware" jolnl owner/beneflciary of Ihls /lccount.
If YOU "'el Ihls Infor.lltlon Is Incorrllcl, plll"se ohlnln ...rltlon corrllctlon frail thll finnnclal Institution, iltlnch II copy to this for'"
...',1 r.:t:..l'i1 it to U'. .bov. a~C'''c... TI,I.., ::c:,)unt I,. tll."'ll. in ....,.~rrillnre witt, !hll InhllrllllnCII T.II' I.....s af the COII"'!nwII,lth of IJennsvlvnnla.
Cuestlons IO\ny be ~nsw.red by calling 111:) 181-&3Z1.
Date
Established
REVERSE SIDE FOR
05-22-87
FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW
Account No. 832529
M M M SEE
Account Oalance 923.68
Percent Ta~able K 16.667
A~ount Subject to To. 153.95
Tax Rat. K .06
Potent!.l Tax Du. 9.24
To Insuro propllr credit 10 your Account. two
III coplos of this nouce nust aCCOflPllny vour
pl!lY'''lnt to the Roglster of wills. MII"o ch.ck
pnYllbl. to: "Poglstor of Wills, Agont".
NOT[: If tAll payllonh lI'e iliad. within thr.e
(3) 1II0nths of the dllc.dent's dl!lte of dlath,
you IIII1Y doduct A S% dIscount of thl tllll dUI.
Any Inhlrltl!lnc. tall duo will blco.. d.llnqu.nt
nln. Iql .onths aftlr tho det. of d..th.
PART
TI
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
[CHECK l
ONE
BLOCK _I
ONLY
A. B Tho ftbo". Inforution and lall due Is carr oct.
I. You _ay chaos. to re.it pay_ont to the A.gisllr of Wills with two copies of Ihis notlcl 10 obtain
II discount or a"old Intlrlst, or vou _ay ch.ck bOll "A" and r.turn this notice to thl Alglslor of
wills nnd an official assess.ent will b. issued by the PA Dllpllrt.ont of A.".nuI.
B. c=J Thl abo". asset hl!ls bl.n or will b. roported l!Ind tllll Pl!Ild wilh the Plnnsyl"lInie Inhlritanc. T.ll return
to be fllod by the decedlnt's rlpr...ntatl"..
C. c=J Thl nbov. Infor.ntlon I~ncorr.ct IInd/o~lIbts and deductions werl paid by you.
You flUSt co_plet. PAAT ~ lind/or PART ~ bllow.
PART
~
If you indicat. ~ differ.nt ta~ r.t., pl..s. state your
relationship to d.cedent:
OFFICIAL USE ON LV C AAF
PA .DEPARTMENT OF REVENUE
Ihh
;(~ii.ini; - ..... ..,,- .--..... wi
"''''''IH'''''''''4.'''
1. Oat. Establish.d I
2. Account Oalance 2
3. P.rcent Taxable 3
4. Anount Subject to Tax 4
S. O.bts and Deductions 5
.. Amount Ta)(able .
7. Ta. Rah 7
8. Ta)( Du. 8
-... ..... .......- _.~.....- ........~.."'--
I',^ ""'" ........."11 II ""'00#' ""''''......''I~
;"'U
K
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
LINE
K
PART
'3l
DATE PAID
/ 1- .Y
PAVEE
DESCRIPTION
AMOUtH PAID
'Of
w~_
'/1,1., L<O-,
I
I,,,'LI
TOTAL (Ent.r on tin. 5 of Ta~ Computation)
$
Und.r pen.lti.s of p.rjury, I d.clare that the
conpfate to th., b.st ,f "y knowledge and b.li.f.
(/Iz, /1 L .i.'.'( ('/
facts I have r.ported above are tru., corr.ct and
HOME ;I,/i Y-'l '/~ .
WORK 711) 7'1$' ? S", S'
L NUMB
:ie,
GEUERAL IUFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OfFICIAL TAK ASSESSHENT ..Itt! <l1'flllu1,1. I"t..rut IJ/t\lul on In'orM'lon
,ub_Uhd by the 'IMMeI"l Institution.
Z. Inner!"'"c. I... beea... delinquent nln. ..ont"I IIfhr the II.ced.nt', dllt. 0' llelllh,
S. A Joint account is 11I."bl_ live" though the d.e.d.n'.' "n.. w.,1 lIdded u " ...,,\\., of ton",..nl."'..
It. "c:cDunts llncludlnQ thO'. h.ld betw..n hu.blind IInd ..1f.1 ..hleh tfl. cJ.clldAnl rut In Joint !It'_IU .lthln un. y.IH pr lor to
d..th .r. fullY '/tubl_ "' I,""shr..
5. "ccou~.t. .,tnbllshelf Jointly bet...." hUlbnnd ,,,,d wlf. lIIor. lhn" (1118 YlI/lt Ilrlor to tlllltlh "r. not ",_"bill.
b. "CLountl held by II dllcedent "In tru.t la'" another or olh.,. nr.. ",..lulu lully.
REPORTING INSTRUCTIONS - PART
1
TAXPAVER RESPOUSE
1. BLOCK A _ If the l"for.IIUon IInd cOlllpullltlon In tha "oUca nra corract ,,"d tladucUo"s nra not bainG c1ai",ad, placa IlIn "X"
In bloclt "A" of Pert 1 of tha "Ta~pftyar Ae,pons." sacUan, Sign two copla" Ilnd !.utlldt the. with your chad; for the OIl1ount of
ta. to tha Reoister of Wllis of the county Indlcftt.d, The I'A Dap;trtl'lan' of Rllv.nua will Inua i'ln offlclnl /lsnneent
IFar. R[v.1S~e [X) upon recaipt of thll raturn fro. the RIIglstar 01 Wills,
2. aLOCK B ~ If tha assat spaclfllld on this "atlca hilS baan or will ba reportad and tn. pIIld wllh tha Pennsylvnnla Inherltnnca
Ta. Raturn fllad by tha decadant', representAtlva, place nn "X" In bloc~ "a" of Ptlrt I of tha "Io.peY8r Re,pons." netlon. Slon on.
COpy and relurn to Ihe PA Oapart..ant of Revenua, BurGau of Indlvhtual IMIIS, Dllpt ZeObOl, tttlrrhburG, PA IIIZe-DbOI in Iha
IInvelopa provided.
1. nOCK C . If the noUr. in'orl'latlon II Incorrect and/or dllductlons ara being c1ei.lld, chaclt bloclt "C" and ca.pl.te Ptlrts Z end 1
"Iccorrtl.,o to tt. 1"lt,.~o::tl",," hlliollh.. r,lft" ...~ ,.,...1<:, ,,'~d !l.lt!" I I th..,.. ..i'''' ","\.,r .....r~ 'n' t.... _.......,. ... '0::' ~'.~."'. ,~ 'lot ll..=!....~
at Wills of tha county Indlcatad. Ihe PA Dapart.ant of Rllvllnua will Inua nn offlchl l'Iuau.llnt IFor", PEV.ls~a [XI upon rllcelpt
of tha return fro. tha Raglltar of willi.
TAX RETURN - PART
2
- TAX COMPUTATION
lIHE
I. [ntar
HOTE:
the data tha account originally Wftl IIltabllshad or titled in the "'tlnnar a.lstlng lit data of dllath.
For a dacedent dying aftar 12/12/a2: Accounts which tha dacedllnt put in joint nallas within onll 11) yanr of daeth ara
taubla fully as transfars. lIowavllr, thara is an 1I1clusion not to alcud Sl,OOO pa,. transfarae ragardlass of tha valua of
the account or tha nu.bar of accounts hald.
If a doubla asterisk (..) appaars bafora your first na.a In tha addrass portion of this notice, the S3,OOO a.cluslon
alraady has ba~n daductad froa tha account balanca as raportad by tha financial institution.
Z. Ental' tha totel balance of tha account inclUding int.rast accruad to tha data of daath.
5. Tha par cant of tha account that il taxable for aech survivor Is dater_ln.d as follows:
A. Tha p.rcant t..abla for joint assats astabllshad .ora than ana ya.,. prior to the decadant's d.ath:
1 DIVIDED BV TOTAL NUMBER OF
JOINT OWNERS
Exa.pla: A joint .ss.t reglstarad
DIVIDED BV TOTAL NUMBER OF X 100 . PERCENT TAXA!lE
SURVIVING JOINT OWNERS
In tha na.a of tha dacedant and two other parsons.
I DIVIDED BV 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) . .167 X 100
16.7~ (TAKABL[ fOR EACH SURVIVOR)
B. Th. par cant t..able for assats creatlld within one yael' of tha dllcadont's daath or accounts ownad by tha dacedant but hald
In trust for another IndlvlduellsJ Itrust banaflcierln):
1 DIVIDED BV TOTAL HUMBER OF SURViVING JOINT
OWNERS OR TRUST BEHEFICIARIES
X 100 . PERCENT TAXABLE
[xaapla: Joint account raglstarad In tha n..a of tha dacadant ftnd two other parsons and astabllshad within one yaar of daath by
tha dacadant.
1 DIVIDED BV Z (SURVIVORS) . .SO X lOa . SO% (TAKABLE FOR EACH SURVIVOR 1
~. Tha a.ount subject to tax (1Ina~) Is dataralnad by ",ultlplying tha account balance Illna ZJ by tha parcent ta.able (1lna 3).
S. Ental' tha lotal of the dabts and deductlonl Ilstad In Part 3.
II. Ina Il;:l..:',lr\t tlllao14 (I.lnllo bl It oa,"r.:;arUIIJ OY suutr.!ctlng n,,, 'lIlDU I'na oe.;ueoons tllnll ':tJ tro", tna Dllount ".aJact to hl (IIna ..,.
7. Entar tha I'Ipproprlata ta. rata (1lna 11 as date,..lnad billow.
A. For data. of death occurring afta" 6/30lQ4, tha tall ratas for transfars to spousas ~ra as follows:
1. Oata. of death on 0" afta" 1I11Q4 IInd bafora 1/I/9S Ihe rata Is 3%.
2. Dates of daath on or aflar 1/l/QS Iransfars 10 spousal will ba talad lit 0% tax rat..
Hota: For datas of daath prlo" to 7/11Q~ trAnsfars to spousas ara tftlabla at b%.
B. Transf,rs to Ilnaal dascendants inclUding fathar, .olha", son. dllughtllr, grandchlldran, son-In'law,
drughtar"ln-law, stepChild and thaiI' Inua are talllbla at six parcen' Ib%l.
C. Transfars to all others including brothar, sistar, uncle, nunt, naphew nnd nlaca nra talable lit flftean parcant (IS~J.
D. If you changa tha ta. rata, plllese spaclfy your ralatJonship to tha decadant In tha area provld,d,
a. Tha .",ount of t.x dua (1lna 8) Is dalar",lnad by .ultlplylng tha BMount tl'llable Illna bl by tha 'ax rl'lla (Iina 1).
CLAIMED DEDUCTIOUS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and dllductions ara datar.lnad liS follows:
A. Vou lagally are rasponslbla for payee"', or tha astata subjact to ndelnlstratlon by n parsonal represanllltlva Is Insufflclant
to PAY tha daductible Ita.s.
B. You actually pl'lld tha dabts nftar daath of tha decadent And c&n furnish proof of pay",.nt.
C. Dabtl baing clai.ed MUSt bll l'a",lzlId fully In Part 3. If dddltlonal \Pftca Is naadad. us. plain paper 8 I/~" l 11". Proof of
pay.ant nay ba raquas'ed by tha PA Oapart"ant of Ravanue.
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER ItlFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
I~)' Il/t) . ')
BUREAU OF INDIVIDUAL TAKES
INtI:AIUHC[ TAll DIVISlON
Dr.P'. :80.01
IlARAISBURG, PI 11UI-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
..
C,..
*'
NOTICE or INHERITANCE TAK
APPRAISEHENTl ALLONANCE OR OISALLONANCE
OF DEDUCTION", AND ASSEssnENT or TAK on
JOinTLY IIELD OR TRUST ASSETS
....Lhlll ,,, 11'."1
ROBERT A BARRICK JR
1901 DOUGLAS DR
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
SSN/DC
ACN
02-25-97
HENRY
06-04-96
21 96-0932
CUHBERLAND
133-16-8949
96148430
Allount R..l tt.d
DOROTHY
R
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:is4-a-EX--AFP--fiz-:96i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOIriTLY HELD OR TRUST ASSETS
DATE 02-25-97
ESTATE OF HENRY
DOROTHY R DATE OF DEATH 06-04-96
COUNTY CUHBERLANO
FILE NO. 21 96-0932
TAX RETURN WAS,
S.S/D.C. NO. 133-16-8949
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORHATION
ACN
96148430
FINANCIAL INSTITUTION, FINANCIAL TRUST COHPANY
ACCOUNT NO.
832529
TYPE OF ACCOUNT,
DATE ESTABLISHED
( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIHE CERTIFICATE
05-22-87
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
923.68
0.166
153.95
.00
153.95
.06
9.24
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBHIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYHENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. HAKE CHECK
OR HONEY ORDER PAYABLE TO,
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYHENT
DATE
11-18-96
RECEIPT
NUHBER
AA146958
DISCOUNT (+)
INTEREST (-)
.00
AHOUNT PAID
9.24
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER TillS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS TIIAN .1. NO PAynENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI. YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
9.24
.00
.00
.00
PlJIIPOS[ Of
NOTtCEI
PAMHTI
REflJND (CA) I
OI'-:CTlDNSI
AlJHIN-
ISTRATlIIE
CQRRECTI DHS I
DISCCUfT I
PENAL TVI
J NT[R[ST I
cr,
"..1.'
, !:~
~-
N
,,,
,II
,..
rl ':'
,.~
c:
.....
P'
... c
~::l
Uu
Ta fulfill ~ requlr..-ntl of Section 21'D of t~ InherltlnC. and E,tet. Tax let, let ZZ of 1991. (12 P.S.
Section 2140).
Dehch the top portion of thl. Notlc. and i\DIlt with your PIVMftt to the Rlaht.r of willi prlntMl on the
r.v.r.. llde.
.. ..... check or ItOfMY order plyebll tal REGISTER Of WILLS, Al:EKT.
All ply..,h rvc.lved "'11 flrst .. eppll..t to .." Int.r..t which .., M due, with ~y r..lnd., epplled to the tu.
I nhPI of . to cndlt, which .... not r~.tltd on the tllX r.turn, ..y tM r~.ted by c~l.tlna M "Application
for Aefund of Pennlylv.nll InherltBnCI end Elt,t, Tax" (REV-ISIS). Appllcltlonl er. Iv,llebl, .t the OfficI of
the R".lt.r of Willi, .." of the Z3 R.venue District Dfflc.. or by cIlllna the ,peclal Z4-hour Bn.werlna ..rvlce
~r' for far.. orderlnal In Penn,ylvanla l-laQ-16Z-ZDsa, out,lde penn.vlvanl. end within locII
Herrllbur. Ir.. (717) 717-10~, TOO' (717) 712-2lSZ ("-Irlnt I~llred Only).
Any Plrty In Int.r..t not ..thfled ..Ith the eppr.h..-nt, .llowanc. or dl..11CMfW1C' 0' lMduCtlonl or ........"t
of tu (including dhcOI..nt or Inter..t) I' thDMn on thh Notle. ..y object ..Ithln .bb (60) aye of rec.lpt of
thh Notlu bYI
--..rltten protl.t to the PA Depert.lnt 0' R.venue, Bo.rd 0' appe.l., Dept. Z11021, Herrlsburg, pa 17121-10Z1, OR
--.Iectlna to have the ..U.r detltlllned .t the IlUdIt 0' the ecCCMont 0' the ~r.onal rlPrllent.tlv., OR
u.....l to the orphM.' Court
fectulll .rron dlscov.red on thh ......Mnt Ihould be Iddr...ed In ..rltlna tOI pa DefI.r....t 0' A.vlf"lUl,
luraeu 0' Indlvldull T._.., ATTNI po.t a.....Mnt A.vl... unit, DEPT. 210601, H.rrl.burg, pa 17121-0601
~ (717) 717-6505. See p.ge 5 0' the bookl.t -In.tructlon. for Inherltanc. T.x A.turn 'or. A..ldent
Decedent- (REV-1S01) 'or en ._plBnltlon 0' ~lnlltr.tlv.IY eorrectlbl. .rror..
If eny tax due I. p.ld ..Ithln thr.. 11) C8lrdlr .x'lth. .U.r the decedent'. dMth, . flv. ~rcent (s:n
dl.count 0' the tax p.ld I. .110WId.
TM 15% tax ...Ity nan-p.rtlclp.tlon pMlllY h eDIIPUted on the tot.l 0' the tax and Inter..t ......ed, end not
p.ld bI'or. Jenuary II, 1996, U. flr.t ay aUlr the end 0' the tax ......ty ~rlod. Thle non-p.rtlclpatlon
penIIltr II lIppI.llbl. In the ... 'If'InIr end In the the ... tI.. ~rlod II you MOUld eppe.1 the tax end Int.r..t
tn.t hi. bHn .....nd a. IndlC8ted on thle notle..
Intlre.t h c:hIIrgecl bItIlmlna ..Ith flr.t day 0' delinquency, or nine (9) .x'lth. end one (1) ay
frOll the at. 0' de.th, to the d.t. 0' p..,..,..t. Tan. Mhlch bee.. dtIl1~t be'ore JllnUllry I, 19112
bier Int.r..t .t the r.t. of .1_ (6%J percent per ~ cllcul.ted .t . delly r.t. 0' .000164.
All tax.. Wllch bee.. dllI~t on or aU.r ,J..,ery 1, 19112 ..UI be.r Intlr.1t It I r.t. Mhlch ..UI Vlry 'rOIl
celendlr y..r to C8lend1r .,..r ..Ith thet nt. ~Id by tM pa o,PlttMnt of R.v.....,.. ThleppllClbI.
Int.r..t r.t.. for 1912 through 1997 .r'l
v.1t Inter..t Rlt. ~Uy Inter..t Factor V.er Jnter..t Rlt. o.U., Inter..t Fector
19112 ZOX .000541 1911 OX .000247
1911 lAX .000UI 19U-I991 IU .000501
I'" II~ .000501 1.92 OX .000247
1915 UX .00OSs. 199]-199" Toe .000192
1940 I'~ .00027" 1995-1997 .~ .000247
....Intlr..t h cllcullted II 'OUC*.1
IHTEREST . SAUKCE OF TAlC UNPAID X HUKBER OF DAYS DELINQUENT X DAILY IHTEREST FACTOR
--Any Notlc. InUICI .Uer the tax beeOM' deillnquent ..111 reflect In Intlr..t cIlcul.tlon to flU.." USJ day.
btIyoncl the dIIt. 0' the ............t. If PIYMf'It h .ade I'tlr the Int.r..t COIIPUtlUon dlt. shown on the
Notlc., IddltlOMl Int.relt ..st be c.lcul.tld.
pUlPO$E OF
NOTlCEI
PAYMENT I
RE11JND(CRh
OBJECTl0NS1
Alltl".
lSTRATlYE
CORR[CTIDNSI
DlsctUCTt
PEHALTYI
ItfT[REST I
0'
.',
N
'n
...
"
,"'- -..
~
'.
~}~
.
,.)..
-::>
Uu
To fu1flll the requlre""t. of Section ZlU 0' the Inh.rltanu and Estat. Tax Act, Act ZZ of 1991. (72 P.S.
Section 2140).
o.tllCh thII top portion 0' this Hot1u end sub.it "Ith your paY""t to the Raglst.r of Willi prlntltd on the
r.....r.. .Ide.
... HIlke check or MJfMY arMr payable tal REClSTtR OF WILLS, ACENT.
All plpentl received .twll flnt b. appllMl to eny Int.r..t which AY tM due, with any r..lnd.r appUed to the talC.
A r.,lnt of . tax credit, which .... not r.queltltd on the taJl return, .ay be requ..ted by ~OIIPl.tlno en "Appl1utlon
for R.fWld of p.,..,,)'1..,.,I- Im.rltanu end E.tat. lax" (REV-UUJ. Appllc:aUon. ar. a...allable at thtl Office of
the Regl.t.r of Willi, eny of the 23 R.v~ District Offlc.. or by callIng the ,pectal Z4-hOUr an.werlng ..rvlel
~r' for for.. orderlngl In Penn.vlv.,l_ 1-800.16Z-Z0S0, outsIde Pennsvlvanla end within loc.l
Harrisburg ar.. (117) lI1pI0", TOOl (117) 77Z-2ZS2 (H.arlng I~.ir.d Only).
Any party In Int.r..t not ..thfled with the eppr.ls.....t, allowanc. or dls.llowanc. of deduction. or ........"t
of tllX UnclucUng discount or Int.r..U as shoWn on this Notice ..y object within .bty (60) days of recslpt of
thl. Notlea byl
--wrltt-n prot.,t to the PA Depart.."t of R.v.nua, Board of Appeals, Dept. 211021, Harrl.burg, PA 11121-1021, OR
--.lectlng to hav. the .att.r det.r.lned at tM audlt of the ec:CD\lnt of the per.onel r~rnentatlv., OR
--lIPP8al to the Orphan" Court
Factual .rror' dl.covared on this a,......"t shOUld b. addr...ed In writing tar PA Oap.rt-.nt of R.venue,
Buraau of Individual TllX.., ATTNr po.t A,..,,88nt Ravlew Unit, DEPT. 210601, H.rrl.burg, PA 17121-0601
Phone (717) 117-6505. S.. page S of the bookl.t -In.tructlon. for Inherltanc. Tax Raturn far. R..ldent
Decedent- (REV-lS01) for an .KPlanatlon of adelnl.tratlv.lY corr.ctabl. .rror..
If any tu due Is paid .Ithln thr.. (3) c.al.nd.ar ~th. .ft.r the decadent'. death, . flv. perunt (5X)
dlscOlM'lt of the tu p.ld Is .1lOdd.
The ISX tax ..,..ty non-participation penalty It COllpUt.d on the tot.l of the tu and Inter..t ......ad, end not
p.ld b.for. January ta, 1996, the first day aft.r the and of the tlUC ..,..ty ptIrlod. this non-p.rtlclpatlon
panIIlty .. appealabl. In the .... ...,ar end In the the .... tiN p.rlod as you WCM.lld .,..1 the tax and Int.r..t
thet hII. bean ......eet a. Indicated on this notlca.
Inter..t .. chlirgad beglmlng with flr.t day of delinquency, or nine (9) aonth' and ana (1) d.y
frOll the data of duth, to tM data of paYMf'lt. Tax.' which beca.. d.llnquent bafor. J.....ry 1, 1912
baar Int.r..t .t the r.ta of .Ix ((%) ptIrcent par annua c.lculated .t . dally r.t. of .000164.
All tax.. which bee... delinquent on or .ftar January 1, 1912 .111 baar Int.r..t at a rat. which will vaty fros
calendar y..r to c.l~ar y.ar with that t.t. announced by the PA Dapartaent of R.v~. The eppllcabl.
Int.r..t t.t.. for 1912 through 1997 .r.1
Y..t Int.r..t Rat. Dally Int.t..t Factor
V.ar
-
Int.t..t R.t.
Dally Int.t..t Factor
1982
1915
19"
1915
I...
--Int.r..t
ZOZ
16Z
IlZ
13Z
lOZ
I. calculated ..
.000541
.000It:sa
.DOOlD1
.00D5S6
.Oao21.
follow.r
1911
1964-1991
I"Z
1995-1994
1995-1991
9Z
IlZ
9Z
7Z
9Z
.D002U
.00n01
.Ooa2.7
.000192
.0oaZIt?
INTEREST = BALANCE OF TAX UNPAID X HUKBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notle. I..ued .ft.r the tax bacu.a. delinquent ..Ill r.flect an Int.t..t calcul.tlon to 'l't.~ (15) day.
lMyaNt the date of the ........"t. If p.ya.....t Is aada .ft.r the Intar..t cu.put.tlon date shown on the
Notle., addltlonel Int.r..t ....t ba c.lculated.