HomeMy WebLinkAbout96-00996
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cQttllDNWEAl.Tlt OF PENNS'i'\.VAHIA
D<p""KIlT aF REVEllE
~ OF INDIVIDUAl. UXlS
DEPT. UII601
HARRSSIlltG. PA 11121-11601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 96155585
DATE 11-26-96
TVPE OF ACCOUNT
o SAVINGS
[Xl CHECKING
o TRUST
o CERTlF .
n't.I~I" tI' 1,."1
EST. OF ELEANOR G HCOAOE
5.5. NO, 233-42-9805
DATE OF DEATH 10-05-96
COUNTY CUHBERLAND
DONALD HCDADE
56 PLEASANTVIEW DR
HECHANICSBURG PA 17055
REHIT PAYHENT AND FORKS TO.
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PIIC BANK ho' p'ovl..... 'ho Oeo"""" ,lth 'ho Inlo,..llon II.,.. ",,10' ....I.h h.. b_ u... In nl.ul.ll... 'ho
po,..,Uol ,.. ..... Thol' '''0'.' Indl..,. tho' .t 'ho ...th 01 'ho _v. .......,t. yOU .... . Join' ......,.......fl.l..y 01 thl. .......,.
II yOU 1..1 'hi. In'o,..'lon I. Inco,,"" pl.... Db,.ln "I"'" .0"..'lon I'D' 'ho llnonel.1 In.'I'u'lon. .,'och . ,opy '0 'hi. 10"
ond ..Mn It '0 'ho _v. ........ 'hi. ......., I. '....1. In ........... ,lth tho ,,,,,,,It..... I.. I." 01 U'" C_.lth 01 ponn"lvonl..
au-nlou1 MY be ."....rlad by caUlng (J11, 181-85U.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVHENT INSTRUCTIONS
AccOU\t No. 5070042698 o.t. 1l-06-86
E ot.bl1lhad
To In.ura prop.r credit to your account, two
(2) capl.' of thl. notlc. .u.t DCcO~"'Y your
paya."t to tha ReQhter of WUI.. "aka check
payabl. tal ""RIGhter of Willi. Agent...
PART
ill
1,395.00
50.000
697.50
.15
104.63
TAXPAYER RESPONSE
FAILUR! TO R!SPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASl!D ON THIS NOTIC!
AccOW'lt Balance
Percent Tax.,le
A.ount Subj.ct to
Tax Rate
Potentiel Tax Due
NOTE I If tax payeent. ara pde ..lthln thr..
(s) aonth. of the dec~."t" data of death,
you aay deduCt . S~ discount of the tax dUe.
Any Inherltanc' taX due ..Ul beCO" delinquent
nine (9) ItCIC'lth' aft.r the det. of d..th.
K
T..
x
[CHECK ]
ONE
BLOCK
ONLY
A. ~ The abOve Infor.atlon end tax dUe 11 correct.
I. you... choD" '0 ...It P"_' '0 'ho ...1.'" 01 will. ,lth ,wo .opl.. 01 'hi. noUn '0 ..toln
. .1......' .. .vol. In.....'. .. you ... .....k bO' ... ond ..'u,n 'hh nolln '0 'ho ...10'" 01
wills and an offIcial ........nt ..111 ba I.sued by thl PA Depart..nt of Rlvenue.
.. 0 Th. DbOv' ...., h.. boon .. "Ill "" ..po,to. ond to. p.l. "lth 'ho ponn.ylvanl. 1"""It..... T.. ..tu,n
to be fllad by thl dlcadlnt" repre.entatlva.
C. 0 Th. .buv, Inlo,..'lon I. In.o,,'" ond/o' ..b" ond .BdUC'lon. ,.r. p.l. by you.
You .u.t coapleta PlAT 0 and/or PlAT ~ balo".
PART
~
If you indicate e different t.x r.te, plee.e .tete your
relationship to decedent:
OFFICIAL USEONLV OMF
PADEPARTHENT OF REVENUE.:
. . . .. . .. :'~:~
....,...,-..-.-....... ...... -.... ...... ........- .-...,....- ...."""".......""
"'''''..,''''.n..''''...... ."^ "".. ""......... ."......,. ..........,"""".......
....
r""
'1
2
3
.4
5. "
'6:'d
7
8
DEBTS AND DEDUCTIONS CLAIHED
....-.,-..
n..'''''I'\''
_.u
,"^
1
2
3 X
4
5 -
6
7 X
8
LINE 1. D.t. Eltablllh.d
2. Account a.lance
3. Percent Tex.ble
4. A.ount Subj.ct to T..
5. O.btl and Daductlonl
6. A.ount Taxable
7. Tex Rete
8. T.x Due
"'-:::-.!":"
,',/",,\n
~~ 1"'
"':':'!""~;":"" -:..,..)~'"
PART
~
DATE PAID
PAVEE
DESCRIPTION
AHOUNT PAID
TOTAL (Enter on Line 5 of Tax Co.put.tion)
Undor penaltl'" of porjury, 1 doclor. that tha fact.
c_l.t. to tj b,-t) of .y kno~l.dga. . and ballof.
1)(",) :.. L-, <:, )/, '( I J. , I.' ~
TAXPAVE~ SIGNATURE
.
/'J- ,?'g
DATE
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSHEHT .lth _II...... Inl.,..1 b..... .., In'.,ooll..,
~Itted br the fl~1.1 In.tltutlon.
I. I""rlt~ tax becoMI ddlnquent "I,.. .-nth' .,t.r the cMcedwlt", data of eM.th.
S. A Joint KCOU"lt 11 "IIM1te '\lM thouah thli decedent". n-. .... edded .1 . .,U,r of conv."l.nca,
". UCOU"lh (lncludlng tho.. held bill"",, husband ..t .,U,) Mhlch the dKedent put In Jalnt n"l within one .,..t pr lor to
~th .t. fully '_..blt .1 tr~,'.r..
5. Ac~h ..t_lIlhed Jointly betWMn hJlbMd ... .,If. aora u.n DnII ,M" prior to dMth .t. not ,...bl.,
.. Account. held bv . dec~t -In trult for. ~ther ar ot~r. .t. '_II.blt fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
I. IlOCX A . If the tnfornUon W'd CMPUhtlon In tn. notle. .t. correct IWMI daductlon. .t. not being caalHd, pillet en ""X'"
In block ..".. of Pert 1 of the ""Tup..,." R..pon.... tectlon. Sign two copt.. end .\ftlt thM with your chKk for the .-ou'lt 0'
tax to ~ Reg..t,r 0' Will. of the county IndIcated. The Pi Depart.-nt of R.venue will I.sue en official .......ent
(Fonl REV-I~I Dn ~ receipt 0' tM r.turn 'ro. tM RlIGht.r 0' Wl1lt.
t. ILOCK I _ I' tM ....t .pecl'led on thl. notlc. he. be~ or will be r.ported end ta. paid with the P~.yIVBnI. l~rltlnC.
TI. Rlturn 'lied by the decedent'. repr.lentltlv., pleca ~ ~X~ In block "I" 0' P.rt I 0' thl -Tnxp.y.r R..ponl." leetlon. Sign one
copy and r.turn to the PA Dlpart.."t 0' ReVIl'lUl, lur.w 0' Individual h..l, o-pt 280601, U.rrhburg, PA 17121.0601 In the
~.Iopa provided.
5. ILOCK C _ I' thl notlc. Infor..tlon I. Incorrect and/or deduction. .r. baing cl.I.-d, chack block "e" end coapl.t. P.rt. Z and 5
accordinG to the In.tructlon. b.low. 51"" two coal.. ftnd .ubllt the_ with ~nur check 'or the ~ount ft' ta. o.~ehl. to thl A.vl.tar
0' Will. of the county Indlcltld. The PA D.plrtaent of R.vll'lUl will I..ua an official a.....-.nt Cfor. REV~I~I EX) upon recllpt
of the r.tum frOll the Raghtar of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Ent.r
""""
the dltl the account orlglnalh Will utablhhad or titled In the .anner a...tlno at data of d.ath.
for a decadent dying .ft.t IZlIZ/IZ: Account. which the dec.dent put In Joint n.... within one (I) y..r of 4~th .r.
ta.ltbll fully at tt....f.r.. HcMtIv.r, there h an ..clu.lon not to aMc..d U,OOO p.r tr....f.r.. tlgardl... ~r;the vallMl of
the account or the nuablr of account. held. '
'""
If . doubl. a.t.rl.k (N.) appaar. b.for. your flr.t n... In the addr... portion 0' thl. notlc., the '5,000 ~xtlu.lon
.Irlady he. bien deductad 'rOIl the account b.II!W'ICI .. reported by the financial In.tltutlon. I. ~.
Z. Ent.r the tot.l b.lanc. of thl account Including Int.r..t accrued to the data 0' daath.
5. The parcent 0' thl .ccount that I. ta.DbI. for .ach turvlvor I. dat.r.lned .. follow'l
A. The ~rcent t..lbl. for Joint ....t. ..tablt.had .ur. than one y..r prior to thl dec.dant.. d..th:
c_
1 DIVIDED IV TOTAL NUKlER Of'
JOINT OWNERS
Ex.-pl.: A joint ....t raol.t.rld
DIVIDED IV TOTAL ff.MIER Of' X 100 . PERCENT TAXABLE
SURYIVING JOINT OWNERS
In thl n8M of thl dacadent and tw oth.r p.r.on..
(;,.'
I DIVIDED IV 5 (JOINT OWNERS) DIVIDED IV Z (stJlYIVORSJ . .167 X 100 . 16.n: nAXABLE fOR EACH SURVIYOA1=J
I. The Plrc~t t..abl. for a...t. cr.at.d within one y.ar of thl d.cld~t.. d.ath or account. owned by the dacld~t but hald
In tru.t 'or anoth.r IndlvlduaIC.) (tru.t banaflclarl.')l
1 DIVIDED IV TOTAL NUHBER OF SURYIVINQ JOINT X laD . PERCENT TAXABLE
OWNERS OR TRUST BENEFICURIES
E.aapl.; Joint account r.gl.t.r.d In the na.. of thl dec.d.nt and two oth.r p.r.on. and ..tablllhld within on. y.ar 0' d.ath by
thl d.caden t.
1 DIVIDED BV Z (SURVlVORSI . .So X laD . sa~ (TAXABLE fOR EACH SURVIVORJ
~. The aaount subJact to t.x (line 41 I. d.t.r.lned by .ultlplylno the account belanc. (line Z) by lhl p.rcent ta.abl. (line 3).
5. Ent.r the tot.1 of the debts and daductlon. Iltted In Part 5.
II. 1M aaount tUIIDI. (llna 6J h o.t.r.lned by SUbtractlna tM deOU and o.dUCtlon. ,Une !tJ fro. tM .-ou1t .uajeet to t.ll Ulna iii).
7. Ent.r the approprlat. tax rat. (line 7) .. detar.lned balow.
A. For dat.. 0' de.th occurrlno aft.r 6/50/94, thl t.. rat.. 'or tran.f.r. to .pou... ar. .. 'ollow'l
I. D.t.. of de.th on or aft.r 7/1/94 and bafor. 1/1/95 the rat. I. ~x.
Z. D.t.. of death on or aft.r 1/1/95 tran.'.r. to .pou... will b. t.ll.d at ax t.. rat..
Hot.l for dat.. of d.ath prior to 7/1/94 tran.f.r. to 'POU'.' ar. ta.abl. at 6X.
I. Tran.f.r. to lIne.1 ducandants Including fathlr, IOthlr, son, daught.r, grandchildren, .on.ln.l...,
daught.r-In-Iaw, .tapchlld end thllr I.sua .r. taxabl. at .1. p.rc~t (6XJ.
C. Tran.f.r. to .11 other. Including brother, .l.t.r, unci., aunt, nephew and nlac. ar. t..abl. at flftean percent (IS~).
D. If you change the tax rat., pl.... .paclfy your r.latlonshlp to the dlC.d~t In the er.. provided.
I. The aaount of t.. due (11na IJ I. d.t.r.lned by aultlplylng the BlOUnt ta.ebl. (11na 6) by the ta. rat. (line 7J.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debts end deduction. ar. dller.lned at '01lD'l':
A. You legally .r. r..pon.lbl. for payeant, or the ..tat. subject to adalnl.tratlon by . per.0M81 r~r..antatlv. I. InlUf'lclant
to pay the deduCtlbl. It....
e. Vou acully p.ld the dabt. aft.r death of the ~t and can furnish proof of p.YMnt.
C. DIble baing clalHd ....t be It_bad fully In Part 5. If addttl0M81 .pac. h naadId, u.. pl. In papar I 112"" . 11". Proo' 0'
p.YMl"lt ..y ba r~.tad by thl PA Oaparbwtt of R.vanua.
"..",.,~", ..... ,. ....., .TAXPAVER ASSISTANCE/'d'. .'d' . ",,/,';.i,
'" ";,~,,~~,\;,.>,,IF VOUNEED. FURTHERINFORHATION OR ASSISTANCE;~CONTACT ANy~,~j~L;,;" >""
'..)/.;\;"REGISTER OF. WILLS,PADEPARTHEHTdOF.REVEHUE DISTRICT OFFICE <;:;,:; ."
.> ".ORCAll THE BUREAU Of INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN>; ,
HARRISBURG AT (717) 787-8327. TDD'917> 772-2252 (HEARINGIHPAIRED ONlVF'.
0,
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P\IIPOSE Of
NOTICE I
r.. . C
..:c..... 0\ \.oJ :J
.:.: . no
To fulfill the requli'lunt. of Section lUG of the Inh.rUMe. Bnd E.tat. Tall Act, let Z2 of 1991. (72 P.$.
Section 21U).
P&\1tEHTs DIItech the top portion of thh HoUe. and RAMlIt wIth your payunt to thl Realshr of NUb printed on the
rtv.r.. llde.
-- ".. chedr. or ~y arMr payable tal RECISTER OF WILLS, AGEHT.
All p.pent. received iMll flut be applJed to eny Inhrnt which MY ba due, with tiny r....lnder appl1ed to the tax.
RUUfD (CRh A rtfuold of . tax credit, which .... not r.....ted on the tax r.turn, IllY be '.....ted by cCMlPlaUng ." "Application
for A.fund of Penn,ylvenla I~rltanc. and E,tat. T.... (REV.!]!]). application. ar. Ivallabl. at the OffiCI of
the R.gl,ttr of Willi, any of tn. 21 Revenue District OffiCI' or by cIlllng the ,peclal Z~-hour an.~rlna ..rvlce
~r. 'or for.. orderlngl In Penn,ylvanl. 1-800-]6Z-ZDSD, out.lde Penn,ylvanla and wIthin local
Harrisburg .r.. (117) 787-8094, TOO' (717) 772-2152 (HearIng I~alred Only).
OIJECTlONSa Any PIIrty In lnteralt not ..thfled wIth the eppr.l...."t, allOWBnCa or dl..lIowenca of d41ductlon. or .........,t
af tax (Including dhcount or Int.r..t) a. shcM't on this Notice ..y object withIn .bty (60) dIIy. of recalpt of
this MatlUl by.
--wrItten prot..t to the FA Depart.-nt of Aavenue, Ioard of &ppaals, Dept. 21t021, Herrlaburg, PA 17121-1021, OR
--.lectlng to hava the ..tt.r dataralned at the eueUt of the IICCount of the per'Ol'\IIl repruent.tlva, OR
....eppeal to the Orphlln.. Coyrt
ADttIH-
lSTRATlYE
CORRECTIONS .
Factual ."ar. dhcav.red on this ........,t .hould be addra..ed In ..rI tlng tat PA Dep.rtMnt of An...,
Buraau of Individual T.~.., ATTHa Pa.t A..I..llnt R.vlav unIt, DEPT. 280601, Harrlaburg, PA 17121-0601
Phone (717) 717-6505. S.. peg. 5 of the booklat -In.tructlon. far Inherltanc. Ta~ Aaturn for a AI.ldlnt
Dacadant- (REV-1501' far an .~planatlan of ~Inl.tratlv.ly correctable .rror..
DISCDtlfTt
If ..,y tu due Is paid withIn thr.. (S) ulendar MWlth. afbr the decedent'. death, a flvI percent (n)
dbcOWlt of the tu paid h ellowed.
POCAl TV a
The 15:( tax MM.ty non-participation PMllty Is coaputed on the total of the tax and Intarut ......ed, and not
paid befara J.-.ry II, 1996, the first dIIy aft.r the and of the tax MntI.ty period. Thh non-participation
panIIlty Is appMlllbll In the .... .ltW*r and In the the ... tI.. perIod .. yOY would tIPPIal the tu and Internt
that h.. bean a,SI.nd a. Indluted on this notlca.
IHTERfST a
Intar..t Is cNrgad baglmlng with first dIIy of delinquency, or nIne (9) MWlth. end ana (1) day
fru. the dlta of dMth, to the data of pa,..,.t. TaxI' which bee... dallnquent befora January 1, 1912
be.r Int.ra.t It thl rata of .lx (6%) percent per ~ calculated at . dally rata of .000164.
All tl~a' whIch bee... d.llnquent on or a,t.r January 1, 1912 ..Ill baar Int.r..t at . ratl whIch ..III v.ry froa
calMdar y..r to calend.r y..r with that rat. 8l"I'\CUM:ed by the PA Dep.rt.."t af A.vanua. The 1IPP1lcabh
Int.r..t rat.. for 1912 thrOYgh 1997 ar.a
V..,. Int.,..d R.t. O.lly Intara.t Fector V.ar Intl,...t Aet. Dally Int.r..t Factor
1'12 lOr .000541 1917 or .0002'7
1911 16r .ooooa 1'88-1991 \IX .000501
19" \IX .000101 I.., or .0002:U
19I5 In .000556 1991-194M n .000192
1986 lOX .00027" 1995-1997 .X .0002U
....Intar..t Is c.lculated a. fallow.a
IIITEIlEST = BALANCE OF TAX UllPAID X HUKBER OF DAYS DELINqUENT X DAILY llITEIlEST FACTOR
....Any Notlc. hsued aft.r the tu: bee... delinquent ..111 r.Uect en Int.ra.t calculation to flft.., (15) ct.y.
beyond the d8t. of the .........,t. If paya..,t 11 aede aft.r the 1nt.r..t cOllPUtaUon dIIt. IhcM'l on the
NoUc., edeUtlONI 1nt.r..t .u.t be celcul.ted.
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