HomeMy WebLinkAbout96-01069
CDHHQNW[AlTH Of P[HN5YlVANIA
(){PAATttEHt or REVEtfJ[
IUAEAU Of INDIVIDUAL TAXE5
PEPT. zuni
HARlISIURQ, PA 111"'0601
*'
FILE NO. 21 -CJli 10-( I
ACN 96158942
DATE 12-17-96
INFORMATION NOTICE
AND
TAX PAVER RESPONSE
tn-IUIII ."o.t"
TVPE OF ACCOUNT
o SAVINGS
[Xl CNECKIHll
o TRUST
o CERTIF,
fll:(;',1
F\(\. '
, "
i)\
I,:
"., EST, OF MARV C RUTZ
S,S, NO. 174-05-3115
1)2 ,PATE OF DEATII \1-06-96
'C~UNTY CUM8ERLAND
'90 Ole 30
REHIT PAYHEHT AND FDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JOANN E BURKHOLDER
45 BLOSERVILLE RD
CARLISLE PA
j,\
\)I~
C\UI'
17013 Cum::
'_l.' ,
FINANCIAL TRUST COHPAN ha. provided the Depart.ent with the Infor.atlM listed b.low which hili been uud In celculatln; the
..,enll.1 I.' due. Ih.l, ,.c.'O. InOlc.l. 'h.1 ., Ih. O..lh .1 Ih. ..... o.c.O.nl, ,OU ..,. . J.lnl .wn."..n,"cl." .1 Ihl. .cc.unl.
If you feel thll Infor.etlon I. Incorrect. plea'. obtain written correction fro. the financial Inltltutlon. attach a COpy to thl. far.
.nO ,.Iu,n II ,. Ih. ..... .00'.... Ihl. .cc.unl 1. ,.,..1. In .cc.,O.nc. .I'h 'h. Inh.,II.nc. I., l... .1 Ih. C....no..llh .1 ..nn.,I..nl.,
Que.tlon. ..Y be .nlw.red by call1n; (717) 761-aS21.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
Account No, 7B0847 Dot. \1-01-72
E.bbIhhOd
Account B.l.nc.
p.rc.nt T.x.bl.
AMount Subjoct to
r.x R.t.
pot.nti.l r.x Du.
To Inlure proper credit to your account, two
eZ) copla. of this notlc. MI.t .cco~anY your
pay.ent to the Ra;l.ter of will.. "aka chack
p.yabla tOI "Regl.tar of Will., AgantM.
PART
ill
1.762.08
16,66J
293.69
.06
17 ,62
TAX PAVER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
K
HOTEl If tax pay..nt. .ra ..d. within thr.e
(!) .onth. of the d.ced.nt'. data of d.ath,
you .ay deduct a ~~ dllcount of the tax due.
Any Inheritance t.x due will beco.. delinquent
nln. 191 .onthl .ft.r the data of d..th.
To.
x
[CHECK ]
ONE
BLOCK
ONLY
A. ~ Th. abov. Infor.atlon and t.x due I. corr.ct.
~ 1. You .ay choal. to re.lt pay..nt to the R.gI.ter of will. with two copl.. of thll notlca to obt.ln
. dllcount or .vold Int.r.lt. or you ..y c~ck box "A" and r.turn thl. notlc. to the R.gl.t.r of
willi and an official .,......nt will b. II.u.d by the PA D.part..nt of R.v.nu..
B. c=J Th. above ....t ha. b..n or will b. raport.d and taM p.id with the P.nn.ylvania Inh.ritance T.M r.turn
to b. flied by the a.c.d.nt'. r.pr...ntatlve.
C. r=J Th. above Infor.etlon I. incorrect and/or a.bt. and a.ductlon. wera p.ld by you.
You .u.t co~l.t. PART [!] and/or PART [!] balow.
PART
~
If you 1nd1cat. . d1fferDnt t.x r.t., pl.... .t.t. your
r.l.tlon,hip to d.c.d.nt:
OFFICIAL USE ON LV 0 AAF
PA DEPARTMENT OF REVENUE
.,,~ Ci: ~C.i~i,"':":;;';~':' ~C::v:ri'~
rAil
Ci
R;:it.:ni~ - CCi.;;:~iAiA:Ci~
T...
,,^
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
LINE I, Ooto EstobIt'hOd
2. Account B.lanc.
3. P.rc.nt rax.bl.
4. AMount Subject to r.x
5. O.bt, and D.duction,
6. AMount r.x.bl.
1. r.x Rat.
8. T.x Du.
1
2
3 X
4
5
&
7 ~
8
-
PART
~
DATE PAID
PAVEE
DESCRIPTION
AMOUNT PAID
TOTAL CEnt.r on L1n. 5 of T.x COMPut.t10n)
.
Und.r p.n.lti., of p.rjury, I d.clar. th.t the
co.pl.t. to th. b.,t of MY knowl.dg. .nd bDll.f.
.,.)
(. /'J-"./' ,,,,I
f~t, 1 h.v. r.port.d .bov. .r. true, correct and
Ill) /H' "A</C'
)
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OFfiCIAL TAX ASSESS"EHT wlth appllcebll In'.'''' bl..d on 1"'or..lIon
,utMllHeeI b,. the flnllnel,t In.tltutlon.
l. IntMrU.nu 'Ill bICOtl.. d,lInqu."t nlM .onlhl ."., the dlud.nt', d," of d..th.
S. A Joint ICCount I, "lab I. Iven though the ~c.d."t'. n... WI' added .. . ..It" 01 conv.nt.nel.
,. Account. (Including thO" held b,t.."n hu,band end wlf.) which thl diced"" put In joint n.... within ani y..r prior to
d..th Ir. fulh ".elIl. .1 .,.",'.r.,
S. Account. uU.blhhlid Jointly betw..n hu.band and wlf. lor. then onl yn' prior to duth .t. not ,..abl..
6. Acc~JRt. held by . dlCldlnt "In tru.t for" ~th.r or ath.,. ar. ,...bll fully.
REPORTING INSTRUCTIONS - PART
I
- TAXPAYER RESPONSE
I. alOCK A . If thl Infor..tlon and co~t.tlon In thl notle. .r. corr.et and dlductlon. ar. not being cl,I..d, pilei en "X.
In block "A" of p.rt 1 of the "r..p.y.r R..pon.." ..ctlon. Sign two caple' .nd .ubelt th.e with your chIck for the ..ount of
t.. to the R.gl.tlr of Will. of the county lndlcet.d. The PA D'Plrt.ent of Rev.nu. will I..u. an o'flclal ........nt
(For. REV-IS'. EX) upon rec.lpt 0' the r.turn fro. the Rlgl.t.r of Will..
2. ILOCl I _ If the al.et ,plclfl.d on thl. notice hal be.n or will b. r.port.d and tax Plld with the Pennsylvania Inh.rltenc.
T'. R.turn fll.d by the d.ced.nt'. r.pr...nt.tlv., plecl an "X" In block .." of P.rt I of thl "l,.pay.r R.,pon"" 'Ictlon. Sign one
copy end return to the PA nep,rt.ent of Revlnue, aur.au of Individual l,.el, nept Z8060l, H,rrl,burg, PA 11IZ.-0601 In the
.nv.lop. provld.d.
1. ILOCK C _ If the notlc. Inforlatlon I. Incorr.ct andlor dldUctlons ar. b.lng elal.ed, ch.ck block .C" and cOlpl.t. p.rt. Z and 1
.ccordlng to thl In.tructlons b.low. Sign two cop 1.. and lub.lt th.. with your ch.ck for the ..ount of ta. payabl. to the Reglst.r
of will. of the county Indlclt.d. Th. PA nlpart..nt of R.v.nu. will IISUI an official "S.lsI.nt (for. REV-IS~8 EX) upon rec.apt
of the r.turn froe the R.gl.tlr of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
liNE
1. Ent.r the d.t. thl account originallY WI' e.tabllshed or tltl.d In the ..nner ..Istlng .t date of de.th.
HOlE: for a decedent dying after lZ/lZ/8Z: Accountl which the d.c.dent put In joint n.... within on. II) year of dealh .re
lax.ble fulh .. tran"e", llowlver, there Is an ..clullon not to e.c.od 11,000 per tranlforee regerdhn of Ihe vlllu. of
Ihe account or the nuaber of aecltUntl h.ld.
If a doubl. alt.rllk C..J app.ar. b.for. your flrlt n... In Ih. addr... porllon of thl. not Ie., Ih. Il,ODD ..clullon
elr.ady ha. b.en deducted fro. the account balance a. r.ported by the flnanel.1 In.tllutlon.
Z. Ent.r the total balanc. of the account IncludIng Inler..t accrued to the date of death,
S. Th' percent of the account Ihat I. I..abla for each .urvlvor I. det.r.lnad a. follow.:
A. Tha percent taxabla for Joint als8ts established lor. than on. y.ar prior to th. dlcldentfs d.ath:
1 DIVIDED IV TOTAL NUHBER OF
JOINT OWNERS
[.aeple: A Jolnl as..t rlglslerld
DIVIDED BY rOTAl NU"BER OF K IDD . PERCENr TAXABLE
SURViViNG JOINT OWNERS
In the naee of the dlc.dent and two oth.r Plrson..
I DIVIDED BY ] (JOINT OWNERSJ DIVIDED BY Z (SURViVORS) .. .167 X IDD
16.7:( (fAXABlE FOR EActl SURVIVOR'
I. Thl Plrclnt ta.abl. for aSlltS crlalad within ona yaar of the dlcld.nt's death or account. ownad by the dlc.dant but hlld
In trust for anothlr Indlvldual(s) (trust blnlflelarla.J:
I DIVIDED BY TOTAL HUMBER OF SURVIVING JOINT
OWNERS OR TRUST IENEFICIARIES
X IDD .. PERCENT TAXABLE
E.a.pll: Joint account r.alstlr.d In Ihe na.1 of the d.cedlnt and two othar p.rsDns and IstabIlshad wllhIn one year of dlath by
Ihl d.cadant.
1 DIVIDED IY Z (SURVIVORS) . .SD X IDD . SD~ CTAXAltE FOR EACH SURVIVORJ
~. The aeount subJact to tax (line ~) I. dltarelned by eultlplylng Ihe account balanca (1In. ZJ by the p.rcant ta.abll (llnl ]J.
S. Enter the total of thl d4lbts and dlductlon. I htld In Part S.
10. Thoo or-"'l.'!". ~,!..~..!. '11.... fo' I. of....._I..~.. ..~, ........__.1..: ~.... ........ ..... ..........tl.... '11..'" ,,.1\.. .... ...fM...t .....,.... t.. ..... '11- 61
1. Entar thl appropriate tax r.tl (1In. 7J al dll.relnad b.low.
A. For date. of d.ath occurring aftlr 6/]D/9~, Ihe ta. ratl' for tranlfars to IpOU.IS arl as follows:
1. Oetls of dealh on or after 1/1/9~ and bafore 1/1/9S the ratl Is l~.
2. OatIs of death on or aft.r 1/1/9S transf.rs to spoulas will b. la.ed at D~ la. rala.
Hota: For date. of dlath prIor to 111/9~ transfarl to Ipoule. ara taxabll at 6~.
B. Tran.fers to lineal dasundant. Including father, .other, son, daughter, grandchlldran, .on.ln-Iaw,
daughtlr-In-law. stlpchlld and their Issua ara ta.abl. at six Plrcanl C6~).
C, Transfar. to all othlrs Including brothlr, slsl.r, uncll, aunt. n.phlw nnd nlace .ra ta.abl. at flftaan parelnt CIS~).
O. If you change the lax rala, pllas. spaclfy your r.latlonshlp 10 Iha dlcadlnt In the ar.a provld.d.
8. ThI aeount of te. due (1lna 8) I. detar.lnad by eultlplylng Iha a.aunt ta.able Cline 6) by tha ta. ratl Cllnl 11.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabla dabt. end deduction. ara dltarelned a. follow.:
A, You legally arl rasponllbla for pay..nt. or the esl.ta subJlct 10 adelnlllratlon by . p.r.onal r.prll.nlatlve II In.ufflcl.nt
to pay tha dlductlbla It....
B. You actually paid the dabts after daalh of thl decedent and can furnllh proof of payeent.
C. Debts belna elalead IUlt ba It..llad fully In Part S. If additional spaca Is n..ded, Uti phln papilr . I/Z" x 11". Proof of
Plyaant .ay be requa.lad by Ihe PA Olparteant of Rlvenue.
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, TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
CCMOM:Al1H Of PEHNSYlYAN1A
D(PAATHENT or R[YENU(
lURE AU Of INDIYIDUAl TAXES
MPT. UOU1
tWtRUatRG, PA 171U.0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
1)/. - I hi '(I
NO.21 - . J L L!
96158942
12-11-96
In.lhlll'" I1.KI
R(;~-:,,:, I : lJ[
FEST.' OF MARY,j; RUTZ
S,S. NO. 174-05-3115
DATE OF DEATH 11-06-96
'9coutltft 30 r EUI!I6ERLAND
TYPE OF ACCOUNT
o SAVINGS
[Xl CHECKING
o TRUST
o CERTIF ,
JOANN E BURKHOLDER
45 BLOSERVILLE RD
CARLISLE PA 17013
Clul'
Cum!.;
REHIT PAYHENT AND FORHS Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
,,:C;A/lAISLE. PA 17013
fINANCIAL TRUST COHPAN h.. provldad tha napert..nt with the tnforuUon listed b.low which h.. bun und In ulculaUng the
..'.ntl., t.. dU., th.l. ..,..d. Indl,.t. th.t .t th. d..'h .f th. ..... d.,.d.nt, y.. .... . J.ln' ..n..,..n.'I,I..y ., thl. .".unt,
If you f..1 thl. Inf....tlan I. In,....,t, .1.... ..t.ln ..I't.n ,....,tl.n f... th. fln..,I.1 In.tltutlan, .tt.'h . ,..y t. thl. f."
end ..tu.n It ,. th. ..... ..d...., thl. .".unt I. t....,. In ."..d"" .Ith th. Inh..lt.n,' t.. ,... .f tho c....n...lth .f ..nn..I..nl.,
Question. ..y b. answ.rad by calling (717) 787.8527.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No, 780847 Ooto 1l-01-72
E.bblhhod
Account B.l.nc.
p.rc.nt Ta.abl.
A.ount Subj.ct tD
TaM R.t.
pot.ntial TaM Ou.
1,762,08
16.667
293.69
.06
17.62
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED OH THIS NOTICE
To In.ura propar cr.dlt to your account, two
III cop I.. of thl. not Ie. .u.t acco.pany your
pay..nt to the Ragl.t.r of will.. Haka chack
payabla to: ~Raglster of Will.. Ag.nt-.
x
HaTE: If ta. pay.antl ara .ada within thr..
eS) eonth. of tha dac.dant'. data of daath.
yoU .ay daduct a S~ discount of the ta. du..
Any Inherlt.nce ta. dUa will b.ca.. dallnquent
nln. C91 .onthl aftar the data of d..th.
x
To.
PART
ill
[CHECK ]
ONE
BLOCK
ONLY
A. ~ Tha above Infor..tlon and ta. due II correct.
1. You lIay choo'. to r..lt p.y..nt to the Ragl.t.r of Will. with two cop I.. of thll notic. to obt.in
a discount or .vold Inter..t. or you .ay cheek box ~A~ and return thl. notlc. to the Register of
wills and an offlcl.l ........nt will b. I..u.d by the PA Depart.ent of Revenua.
a. c=l Tha .bov. ....t ha. b.en or will ba r.ported .nd ta. paid with tha P.nn.ylvanla Inh.rltanc. T.. r.turn
to b. fll.d by the d.cedent'. r.pr..entatlva.
C. c=J Th. abova Infor.ation I. Incorrect and/or dabt. and deduction. wara paid by you.
You .u.t coapl.t. PART [I] and/or PART 0 balow.
OFFICIAL USE ONLY 0 AAF
PA DEPARTHENT OF REVENUE
-.-,
,"^
~:TURf: . c:r.;!,UT~TIOt~ or TA:: ON Jo:trr,'Tr:U:::T ACCou::r:
If you Indicat. a differ.n! tax rat., pl.... st.t. yDur
r.lationship to d.cadant:
PART
I3J
PART
~
DATE
DEBTS AND DEDUCTIONS
rAP
1
2
3
4
5
6
7
8
CLAIMED
LINE 1-
2,
3,
4.
5.
6.
7.
8,
o.t. Establ1sh.d
Account Balanc.
P.rc.nt Ta..bl.
AMount Subject to Tax
O.bt. and O.ductlonl
AMount Tax.bl.
Ta. Rat.
TaM Ou.
1
2
3 K
4
5
6
7
8
x
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL IEnter on Line 5 of Ta. Comput.tionl
Under p.nalti.. of p.rjury, I declare that the facts 1
cOMpl.t. to the b.lt of .y knowladg. and balief. HOME
,1 '/7!' .
I),,! (/:h'l",{,r"
)~AX~~YER SIGNATURE I
,
ar. tru., correct and
17( ';-YVO
DATE'L
GENERAL INFORMATION
1, fAILURE TO RESPONO WILL RESULT IN AN OFfICIAL TAll ASSESSHENT .llh ."llc..l. In,.r..' ..... on Inlor..tlon
.~ltted by the fl"tlnClat In.Utullon.
Z. l....rlUn.. U. b...... ..11_1 nino ....thl ....r tho ........1" ..1. of ...th,
S, A Jolnl ..counl I. 1....1. ..... lhoUgh tno ..c...nl" n..' ... .dd.. .. . ..,I.r 01 con..nl.nc..
.. Accounl. (Inolu.ln. IhO'. h.l. b.l...n nu.b........ .If.l Which tho ..c...nl ,ul In Joint n.... .I'hln one y..r ,rlor to
~.th .r. fully ,...bla a. tran.f.r..
S. AccounU ..1..110..... JolnllY b.I..... nu...... .... .If. ..r. Ih'" one y.or ,rlor 10 ...th .r. nol .....1.,
., A..ounU nol. by . ..c.....1 -In 'ru.1 lor" ....lh.r or o'h... ... ....bl. lullY,
REPORTING INSTRUCTIONS - PART 1
_ TAXPAVER RESPONSE
I, BlOC' A _ If .h. Infor..tlon .... co..u..\Ion In lno noli.. ... corr.c' .... ..duc\lon. ... nol ..I.. chi.... ,1... ... -.-
In block -A- of ...1 I of IhO -I..,.y" R."on.." "cllon. slon I.. co.l.. .... .....11 'hO. .I\h your ch.ck for Ih. ..ounl of
... 10 thO R.gl.l.r of Will. of IhO ,ounlY Indl..,.., Ih..A D.'.rl....1 of ....nu. .111 I..u. ... offlcl.1 ..........1
(For. REV.lS48 [It) upon r.celpt of the nturn fro' the AIglltar of will..
Z, ILOC' I _ If lno ....1 .,.clfl.. on thl. nollc. h.. ...n or .111 .. r.,or'.. and 10' ,.1. .llh Ih. .ann.yl....,. Inh.rll"'c.
T.. R.lurn fIl.. by IhO ........,.. "'r.....t.\I... .1". ... -.- In block -1- 01 ,.rl I of .hO -I..,.Y" R..,on,," ..ctl..., Slon one
cooy .... r.lurn 10 lh..A D..ort..nl of R..''''., .ur.'" of Indl.lduol I..... 0.,1 Z....I. ".rrl.burg. .A \1IZ.,...1 In IhO
envelOP' provldad.
S. .LOC' C _ If IhO nollc. Inf.r..llon I. Incorr.ct and,.r ..ducllon. .r. b.lng cl.I.... ch.ck bl.ck -C- .... c...I.I. '.rl' Z on. S
.ccor.lng I. 'h. In.lrucll.n. b.I.., sign ,.. co, I.. .... .ub.11 th.. .Ilh your ch.ck lor Ih. o.ounl .f 10' ,.yobl. I. tho R.gl.l.r
.1 W.'" .t 'h. co",'y 'n.,c.I... Ih.,A D.,orl..nt of R....... .,11 ,..u. .n offlc'.' ........nl <For. REV-15'" Ell upon "c.lp'
of the raturn fr~ tha RIgl.tar of Willi.
TAX RETURN - PART 2 - TAX COMPUTATION
L1HE
\. Enl.r ". ..U tho ..c....t orlaln.IIY ... ..u.lI.h.. or \1\1.. In lh. .oM" ..I.\Ing .1 .0'. .f ...th.
HDTE: F.r. ..c...nl .ylng .11.r IZ'IZ'"Z: Account. .hlch 'h. ..c...nt put 'n Jolnl n.... .llhln .n. (II y.or of ...Ih .r.
....bl. lullY .. \r.n.'"'' "0..'''' th.r. I. on ...Iu.lon n.1 t. ...... ",DDO ,.r tran.f.r.. "gor.I... of Ih. ..Iu. .1
the account or thl nuabar of accounts held.
If . .oubl. ..I.rl.k 1'" .,p..r. ..f.r. your Ilr.' n... In tho ...r..' ,.rllon .f Ihl. n.llc.. Ih. ,S."D ..clu.lon
.,,,,,y h.. b.... ..ducl.. Ir.. tho .ccounl b.I..... .. r.porl.. by tho I1n...cl.1 In.tI'utlon,
Z. Enur IhO t.t.1 b.lone. of tho .ccounl Inclu.lng In,....1 ..cru" '0 .h. ..U .f ..oth.
S. Th. ,.re.nl of Ih. .......1 lh.1 I. t...bl. f.r uch .ur.l.or I. ..ur.ln.. .. loll....
A, ThO ,.rc.nl I....'. I.r Jolnl ....1. ..I..II.h.. ..r. Ih'" on. y..r ,rl.r I. Ih. ..c...nl" ...Ih:
1 DIVIDED av TOTAL NUKBER OF
JOINT OWNERS
[_.-pIa: A Joint .,.It rlallt.rad
OIVIDED IY TOTAL HUHBER OF X 100 . PEACENT taXABLE
SURYIVING JOINT OWNERS
In thl n." of thl dlCldlnt and t~o othar plrsonl.
I DIVIDED IV S lJDIHI DwHERSl DIVIDED" Z ISURVIVD." . .161 . IDO " 16,7X "A"ILE FOR EAC" SURVIVOR'
.. Th. ,.rc.nl I...bl. f.r ....1. cr..'.. .I'hln .... y..r .f Ih. ..c...nt'. ...th .r .ccount. own.. by 'h. ..c...nl bUl h.l.
In trult for another IncUvldOaU') (trult beneflelarle.H
1 DIYIDED BV TOTAL H\JHB(R QF SURYIYINC JOINT
OWNERS DR TRUST BENEFICIARIES
)( 100 . PERCENT TAXABLE
E....,.: Joint .cc.unt r..I.I.r.. In Ih. n... .f ,no ..c...nt and ,.. olh.r p.r..n. on. ..I.bll.h.. .I'hln on. y..r of ...'h by
tha decedent.
1 DIYlDED BY Z (SURYIYORS) . .SD )( 100 . SDi( (TAXABLE FOR EACH SURYIYOR)
.. Tno......1 ....J.cl I. \0' Illn. " \I ..I.r.ln..'y oulllplylng 'h. .ccounl b.lone. (IIn. Z, by lno p.re...1 I...bl. <II.. Sl.
S. Enter the totel of the debt. and dedUction. ll.ted In Part 3.
6, Th.......t \0...,. (IIn. 61 I. ....r.ln.. b' ...,nclln. 'h. ..blt and .."""11.... Illn. 51 fro. 'hO ......1 .ubl.cllo I.. IlIn. 41.
7. Entu the appropriate ta. rate (1lne 7) a. d.terelned b.low.
A, F.r ..1.. .f ...th occurring .f\Or 6/S"". tho \0. rot.. lor Iron. I." 10 .,ou'" .r. .. f.llo,"
1. Datu of d.eth on or .fter 7/1/94 and before 1/1/95 the ute I. 3:C.
7, 0.1.' .f ...'h on .r .It.r "1"5 tron.f.r. 10 .pou'.' .111 b. t.... ., .X t.. r.I..
Hote' for date. of de.th prior to 7/1/94 tren.fer. to spou..' are ta.able at 6:C.
., Tr......n 10 IIn..l ...c.n.onl. Inclu.l.. /Dlh.r. ..th.r. .on. .....I.r, grandChll.r.n. .on-In-I..,
daughter-In-law, .tepchlld end th.lr ISlue are taltabl. at .1. perc.nt (6:CJ.
C. Tr....f.r. 10 .11 olh.r. Includ'ng bro'h.r. .1.I.r. unci., oun'. n.,h.. .n. nl.c. .r. I....'. .1 flf...n ,.rc.nl <'5XI,
D. If you chong. Ih. I.. r.I., '1.... ..oclf' your r.I.'lon.hIP t. Ih. ..c...nt In Ih. .r.. ,ro.I.".
.. Th. ..ounl o. t.. .u. Illn. II 10 ..hr.lno. by ...1I1,lylng tho ..0...1 '....1. llln. 61 by tho t.. ro'. <lIn. 11.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
A. You ,.g.lly .r. r..,on.lbl. for p.y..nl. or IhO ..1.'. .ubl.cl I. ...lnl.lr.ll.n by . ,.r.on.1 r..r.......II.. I. In.ufflclonl
to pay the d.dUctlbl. It....
I. You o<lu.lly ,.1. ,no .obl. .fl.r ...'h of IhO .....onl and c... lurnl.h proof .f ,......1,
C. Dob" b.l.. c1.I... .... .. 11..1'.. fullY In porI S, If ...111....1 'P". I. ....... u" ,1.ln p_r · I'Z- . 11-, Pr.of.f
payeent aay ba requa.ted by the PA Departa,"t of Rav.nu..
Allowabl. debts end dedUCtion. ara deteralned II follow'1
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION 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)
_ _ _..d ..__ ," __ ._ _u, -'-'-
.~ AA 185013 COMMO":"'::'~: =~YLVANIA
OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
....'161.. ~
D
ACN
ASSESSMENT P:'
CONTROL Ita
NUMBER
AMOUNT
RECEIVED FROM:
'Ibl:lM42
.16..,4
JOANN E BURKHOLDER
q5 OLOSERVILLE ROAD
CARLISLE, PA l7013
EST"'U INFOR/MTION:
!I FilE NUMBER
g 21-199b-lOb9
I:t N.o\ME OF DECEDENT (lAST)
I;i RUTZ MARV C
II O"'TE OF P"'VMENT
m POSTIMRK DATE
COUNTY
SSN 17q-05-31l5
(FIRST) (Mil
CUMBERLAND
D...TE OF DEIJH
Il/0b/9b
REMARKS JOANN E BURHOLDER
m TOTAL AMOUNT PAID
'Ub.7q
VZ
REGISTER OF WILLS
I
RECEIVED BY C
/1' ~
MARV C. LEWIS' )'//-1< jll'/o'"
REGISTER OF WILLS I
SEAL
CHECKII 13lh
.. .-- -- ..- ~--'- --- _..- - --.
"
-- -- -- _.. - ~ -- _.... ._._' --' .-.- ..._--- -- .-
J
-_.1
-- ...-"..-
__ T. .,:.
.
-;"_" _- --.. ~.~...N.
- -. .-. ~.
'aw.nu 0.....'
COMMONWEALTH OF PENNSYLVANIA
DiPAITMINT Of RIVINUI
OPFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
..
DNo, AA 185001
RECEIVED fROM:
i
ACN
ASSESSMENT I!I
CONTROL ~
NUMBER
AMOUNT
DORIS JONES
1)61 ~t1lJlt3
~16.i4
C/O 45 BLOSERVILLE ROAD
CARLISLE, PA 17013
ESTATE INfORMATION,
f:II filE NUMBER
~ . 21-1996-1069
f:II NAME Of DECEDENT (lAST)
~ RUTZ MARY C
~ OATE Of PAYMENT
iii 12/27 J96
m POSTMARK DATE
COUNTY
SSN 174-05-3115
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
11/06/96
REMARKS DORIS JONES
m TOTAL AMOUNT PAID
S16.74
CW
__kl-~!!I4~"4-~"'__, __ __ _ .,_
REGISTER OF WILLS
,,' "j ,.- "
ii,'" ,! ~/,,,,,' ,1/'
RECEIVED BY 'i '(/il , '- ' /,'" ,";//' '-'"
;' ~GN"TURE~ j/ /:
MARY C. LEWIS /?-/,,1/1 /.', :J.',
REGISTER OF WILLS
SEAL CHECK" 17/13
r
,
"
.' -,- -- --- ---- .~-- -+. --- - .-' - ~-'- --
. " t .,".
,
"
','
"
. '
.
- -. . .-... ..-"..-
-;..::-- ____h__~..uiII .t.. _ 1:.
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with .ppllcKll. Int.r..' b.nd on In'or..tlon
,utMllttlld by 'M flnMC1,1 Inltltutlon.
Z. InherltlnC. '1M bleo... dell~nt nine ~th. .ft,r the dlcedent" dat_ 0' d..th.
5. A Joint .ccount I, 'Ixable Iven though 'M dlcedant" n... .... added .. . ..tt.t of conv,nl.nc..
4. Account. (IncludinG tho" held b.t....n husband and ..If,) which th. dlcedent put In joint n.... within on. y..t prior to
death .r. fully t..~l. '1 trene',r..
S. Account. I.tlbl.,hed Jolntlv b.t..len hu.band end wi'. lor. then on. y..t prior to d.,th .r. nat ".abl..
6. Account. held by . dlcedent -In tru.t for" anothlr Dr othar. ar. '..able fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A ~ If thl In'or.,llon end coaputatlon In thl notlc. at' corr.et and deductionl ar. not bllng clel.ed, pl.c. en ~X~
In block RAR a' P.rt I 0' the ~T._p.y.r R..pon..R ..ctlon. Sign two cop I.. &nd .ub.lt th.. with your ch.ck far the ..ount of
t.. to the R.gl.t.r 0' will. a' the county Indlc.t.d. Ih. PA a.pert.ent of R.~.nu' will I..u. an offlcl.1 ........nt
(ForI REY~IS~. EX) upon r.c.lpt of the r.turn fro' the R.gl.t.r of Will..
Z. BLOCK B . If the ....t .p.clfl.d on thl. notlc. h.. b..n or will b. r.portad and t.. p.ld with the P.nn,Ylvanl. Inh.rltanc.
T._ R.turn 'lied by the d.c.d.nto. r.pr...nt.tlv., pl.c. an ~XR In black RBR of P.rt I of the ~T._p.y.r R..pon..R ..ctlon. Sign on.
copy end r.turn to the PA a.p.rt..nt of R.vanu., Bur'lN of Indlvldu.l tan., a.pt 210601, ttarrlsburg, PA 111ZS.0601 In the
envelop' provld.d.
S. BLOCK C ~ I' the notlc. Infor.atlon I. Incorr.ct andlor d.ductlon. ar. b.lng cl.I..d, ch.ck block ~CR and co.pl.t. P.rt. Z and 5
.ccordlng to the In.tructlon. b.low. Sign two cop I.. and .ub.lt th.. with your ch.ck for the ..ount of t.. peyebl. to the R.gl.t.r
of will. of the county Indlc.t.d. Th. PA a.pert..nt of R.v.nu. will I..ua .n official ........nt (for. R[V.IS~I EX) upon r.c.lpt
of the r.turn fro. the Regl.t.r of Will..
TAX RETURN - PART
2
- TAX COMPUTATION
LINt
I. [nt.r
NOTE:
the date the account orlglndllY w.. ..tabll.had or tltlad In the ..nnar a_l.tlng at data of d.ath.
For' d.c.d.nt dying .ft,r 12/12/1Z: Account' which the d.c.dant put In joint n..a. within on. (I) y.ar of d.ath are
t._.bl. fullY as tran.f.r,. Howaver, thare Is .n a.clu.lon not to ._c..d 11,000 per tr.n.f.r.. regerdle" of the value of
the account or the nuab.r of account, h.ld.
l' . double ..t.rl.k (..) .ppeer. be'or. your flr,t n... In the .ddre.. portion of thl. notlc', the 11,000 e.clu.lon
.Ir.ady hat been d.duct.d fro' the account balanc. a. reportad by the 'In.nclal In.tltutlon.
Z. Ent.r the total balanc. a' the account Including Inter..t accru.d to the d.t. of d.ath.
1. Th. p.rcent of the eccount that I, t..abl. for .ach survivor Is d.t.r.ln.d a. follow':
A. Th. p.rcent ta.abl. for joint ....t. .stebll.had .or. than on. y..r prior to the d.cedanto. d.ath:
1 DIVIDED BY TOTAL HUMBER OF
JOINT OWHERS
E..apl.; A joint ....t r.gl.ter.d
DIVIDED BY TOTAL HUKIER OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the n..e 0' the decad.nt and two other p.r.on..
I. The p.rc.nt t._abl. for a...ts created within on. y.er 0' the d.c.d.nto. d.ath or account. own.d by the daced.nt but held
In tru.t for anoth.r Indlvldual(.) (tru.t b.n.flclarl..);
1 DIVIDED BV 1 (JOINT OWNERS) DIVIDED BV Z esuRVIVORS) . .161 X 100
16.1Z 'TAXAllE FOR EACH SURVIVOR)
I DIYIDED IV TOTAL NUMIER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X lOa . PERCENt TAXABLE
E.eepla; Joint .ccount r,glstar.d In tha ne.. of the d.cad.nt .nd two oth.r p.r.on, end ..tabll.h.d within on. y.er 0' d.ath by
the dec.d.nt.
1 DIVIDED BV Z (SURVIVORS) . .SO X 100 . SO~ (TAXAllE FOR EACH SURVIVOR)
~. The IMIQU1t .ubJect to t.. Uln.~) h deter.ln.d by ttUltlpIylng the .ccount belanea (IIn. Z) by the percent ta.abl. Ulna 3),
S. Ent.r the tot.1 a' the d.bts and d.ductlon, II.t.d In Part 3.
4; ...:: :=:.~~,~ ~:::~l: ':~::c. ,: t: d~t~:,.l.;.:: b.; s..:;.trfl~Ur.. th. .J...~:....... ....i"'..1.;oJ.... n.,.. :ii I..... UN "OulH .""",;'-\;( \0 t... BIll. ..I.
1. Ent.r the approprlat. t.. ret. ClIne 1) a. d.t.r.lned below.
A. For dat.. of d.ath occurring .ft.r 6/S0/9~, the ta. rat.. for tren.f.r. to spou... ar. a. followll
1. Oat.. of d.ath on or aft.r 1/1/94 and b.fore 1/1/9S the rete I. l~.
Z. Oat.. of d.ath on or a't.r 1/1/95 tran.r.r, to 'POU..I will b. ta..d .t O~ ta~ ret..
Hot.: For dat.. of d.ath prior to 1/1/94 tran.f.r. to spoU..1 era ta~ebl. at 6~.
B. Transfer. to IIn..1 d..c:endant. Including fether, .othar, Ion, dlNght.r, grandchildren, lon~ln'l....
daught.r.ln~I..., .tepchlld and th.lr 1.lu. ara ta.abl. .t .1_ p.rc.nt (6~).
C. Tran.f.r. to .11 oth.r. Including broth.r, .I.t.r, uncle, ftUnt, naph.w .nd nlac. .r. te.abl. at flft,.n p.rcant (15~).
D. If yOU chang. the ta. r.t., pl.a.. ,p.clfY your r.latlonshlp to the d.c.dant In the ar.a provld.d.
.. Th. aaount of ta. due elln. 8) I. d.taraln.d by eultlplylng the ..ount ta.ebl. (1In. 6) by the ta. rat. Illn. 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bt. and d.ductlon. ar. d.t.ralned a. folio..:
A. You I.gally are r..pon.lble for pay..nt, or the ..tat. .ubJ.ct to edalnl,tr.tlon by a p.r.onal r.pre,antatlve I. In.ufflclent
to P8'l the daductlble U....
B. Vou actually paid the d.bt. .'t.r d.ath 0' the dec~t and can furnl.h proo' 0' p,y,,"t.
C. Debt. b.lng clala,d lU.t b. It..lz.d fully In Pert 1. If additional .pac. I. nead.d, u.. pl.ln pep.r a I/Z~ . l1R. Proo' of
p,y,,"t .ay b. r.que.ted by the PA D.pert,ent of R.v.nu..
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. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
,
,
,
)\
! I I
. \. \
.
"
~.
M
C;
~
c-
on "'..
2! V) Q.
0:;' <
~<tW
tnOV;
e~i
CM<t
C"U
.
.- -.
iV
V\
':/
:l
-L
J...
)
~
>-..
4-
l: (l
-!::2 ~
- ()
. <:>
. \J ,....
~ -
-0 ,oJ
<J.-. -< ~
0 j
-
\. \, "
~ " -
-Sl '"
'^ f -
-
0:... L
\\L G r.t
'.J
~
~
,
I~
..
o
l"
..
;~
"\'"
to:'
.'
(>.
,'. f
~ l
"."
<-
,.
.. ..'
.
,
, .
, ..1; /"
.
"
....-
"
-_I
--._- ---..--
,___ '-',--,",,:,-MII --'
__1
Co
.
)
)'.
i
"
'#,.
,!
.,-:.
/5'-15i) - /e-I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(.I/~
~
BUREAU OF INDIVIDUAL TAXES
INH(AllANC[ lAX DIVISION
O[Pl. UOUl
'~RAlSIUAG, PA 17IZI-0.Ol
NOTICE OF INHERITANCE TAX
APPRAISE8EHTt ALLDMA8CE DR DISALLDMANCE
OF DEDUCTlDH>" AND ASSESSnENT OF TAX DH
JOINTLY "ELD DR TRUST ASSETS
1I1'lh'II~' 111..11
JOANN E BURKHOLDER
45 BLOSERVILLE RD
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN,fDC
ACN
11-1J-97
RUTZ
11-06-96
21 96-1069
CUMBERLAND
IJ4-05-3115
9615B942
Altount Rellltt.d
MARY
C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-iv:is4-a-Eif-AFFi-ioif:97i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-17-97
ESTATE OF RUTZ
MARY
C DATE OF DEATH 11-06-96
COUNTY
CUMBERLAND
FILE NO. 21 96-1069
TAX RETURN WAS.
S,S/D,C. NO, 174-05-3115
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96158942
FINANCIAL INSTITUTION. FINANCIAL TRUST COMPANY
ACCOUNT NO,
780847
TYPE OF ACCOUNT.
DATE ESTABLISHED
( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
11-01-72
Account Balance
Par cant Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
1.762.08
0.166
293.69
,DO
293,69
.06
IJ ,62
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
12-28-96
RECEIPT
NUMBER
AA185013
DISCOUNT (+)
INTERESTJPEN PAID (-)
,88
AMOUNT PAID
16.74
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE IS LESS THAN tl, NO PAynE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI. YOU nAY BE DUE A REFUND,
SEE REVERSE SIDE OF THIS FDRn FOR INSTRUCTIONS. I
IJ.62
,DO
,DO
.00
PURPOSE OF
NOflCEl
To fulfill the nqulr...nt. of S.ctlon 2140 of the Inharltanc. and E.tat. TIlIC Act, Act 21 of 1995. (72 P.S.
S.ctlon 9140).
PAYttENTI
Oatach the top portion of thl. Notlca and lub.lt with vour pav.ant to the R.gl.t.r of will. prlnt.d on the
nv.r.. .Id..
__ "aka chack or aonay ord.r plyabl. tOl REGISTER OF WilLS, ACENT.
REFUND (CA)I
A nfund of . tall cr.dlt, whiCh wa. not nqua.t.d on tha till r.turn, .ey b. raqullted by co.pl.Ung an OOAppllClltlon
for R.fund of Pann.vlvanla Inharltanca and E.tata TIlloo (REY-IlIS). Application. ara Ilvlllabla .t tha Off lea of
tha R.gI.t.r of Will., any of tha 2S Rav.nua DI.trlct Offlca. or by cllllng tha Ipacllll 2~-hour anlw.rlng .arvlca
~ar' for for.. ordarlng: In pann.vlvanlll 1-100-562-2050, out.lda Penn,Ylvanla and within locel
Herrllburg ar.. (717) 717-1094, TOOl (717) 772-2252 ("aerlng lapelrad Only).
OBJECtiONS I Any party In Intarut not satisfied ",lth tha apprels..a.,t, allowance or dlsallowanc. of d.ductlon. or ........nt
of tall (Including dl.count or Int.r..t) a. .hown on thl. Notlc. .ey obJ.ct within slllty (60) days of racalpt of
this Notlca bYI
--wrlttan prota.t to tha PA Dapart.ant of Ravanul, Board of Appaals, Oapt. 211021, Harrl.burg, PA 17121-1021, OR
--IIlCltlng to hlV' thl ..ttar dataralned at the eudlt of the .ccount of tha Plr.onal rapra..ntatlva, OR
--appaal to tha Orphan.' Court
AIl.UK-
ISIRATlVE
CORRECtiONS I
Factual .rror. dl.cover.d on thl. ..,.....nt .hould b. .ddr....d In writing t01 PA D.part..nt of R.vanu.,
Bureau of Individual 'all", ATTN: po.t A.I..i..nt R.vlew unit, DEPT. 210601, H.rrl.bUrg, PA 17121-0601
Phon. (717) 787-6505. SII peg. 5 of the bookl.t ooln.tructlon. for Inherltanca Tell R.turn for II R..ldant
Dac.dant" CREV-ISOI) for an alCplan.tlon of adalnl.tr.tlv.ly corrlct.bla .rror..
DISCOUNt l
If any t'll due I. paid within thr.. (S) c.llndar .onth' .ftar the dac.dant', dl.th, a flvl parcant (5%)
dl.count of the ta. paid I. allow.d.
PENALlY I
The 15% t.1C a~"ty non-p.rtlclplltlon p.nelty I. cOlPutad on the total of thl ta. and Int.r..t a..a"ad, and not
paid bafon January II, 1996, the first day .ft.r the .nd of the t.ll IIna.ty p.rlod. This non-p.rtlclp.tlon
pan.lty Is .pp..labla In tha .... '.M.r .nd In tha the .... tI.. p.rlod a. you would .pp..1 the t.ll and Int.r..t
that h.. b.an .......d a. Indlcat.d on thl. notlca.
INTEREST I
Inter..t I. chergad b.glnnlng with flr.t d.y of d.llnquancy, or nln. (9) .onth. and on. (1) day
fro. thl data of da.th, to tha data of pay..nt. Talll' Mhlch b.caa. d.llnqu.nt blfora Janu.ry 1. 1912
b.ar Int.r..t at the rat. of .1. (6X) p.reent par annul calculat.d et a d.lly rat. of .00016~.
All taul Mhlch blu" dellnquant on or aft.r Januery I, 1982 will bur Int.rnt at a ra" MIlich will vary fro.
cal.ndar vur to calandar y.ar with that rata .,.,ounc:ad by the PA Oap.rtllnt of Rav......,.. The appllcabla
Intara.t rat.. for 1912 through 1997 .ral
Vllr Intua.t Rat. Oallv Internt Factor Vear Intarnt Rata Dally Intarnt Factor
1912 'OX .000S48 1917 9X .000Z,.7
1911 16X .000,.31 1911.1991 11% .00nOl
1914 1\X .OOOSQI 1992 9X .000247
1915 15% .000356 199]-)994 7X .000192
1916 lOX .000214 1995-1997 9X .OOO2~7
--lnt.n.t Is calculated .. follows:
IHTEREST = BALAHCE OF TAX UHPAID X HU"BER OF DAYS DELIHQUEHT X DAILY IHTEREST FACTOR
.-Any Notlca 1.lued .ftar tha tell b.coa., d.llnquant ",Ill r.fl.ct an Intar..t cllculatlon to flftaen (IS) day.
b.yond tha d.t. of thl a..a..,ant. If pay,.nt II ..d. aft.r the Int.r..t coaputatlon data .hoWn on the
Notlc.. additional Int.r..t ault ba calculat.d.
.. -, ..-....
15 r ;:/i__ / {I
BUREAU OF INDIVIDUAL TAXES
IHHEAlTl.~E tU DIVISION
OEPt. a0601
H1RA1SIUAC, PA 171ZI-0.01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-
\ -'
NOTICE OF INHERITAHeE TAX
APPRAISE"EHT, ALLOXAHCE DR OISALLOMAHCE
OF DEOUCTIOH5. AHD ASSESS"EHT OF TAX OH
JOIHTLY HELD DR TRUST ASSETS
U,.,,~'11 ,,, III.'"
03-17-97
RUTZ
1\-06-96
21 96-1069
CUMBERLAND
174-05-31\5
96158943
MARY
DORIS JONES
C/O 45 8LOSERVILLE RD
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
A.ount R..ltt.d
\
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
FtEv:i5ira-Eif-AFii-CO:i:97-j-----------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-17-97
ESTATE OF RUTZ
MARY
C DATE OF DEATH 11-06-96
COUNTY CUMBERLAND
FILE NO. 21 96-1069
TAX RETURN WAS:
S.SJD.C. NO. 174-05-3115
(Xl ACCEPTED AS FILED (l CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96158943
FINANCIAL INSTITUTION: FINANCIAL TRUST COMPANY
ACCOUNT NO.
780847
TYPE OF ACCOUNT: (l SAVINGS (,0 CHECKING ( 1 TRUST ( 1 TIME CERTIFICATE
DATE ESTABLISHED 11-01-72
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxabla Amount
Tax Rate )C
T aX Due
1.762.08
0,166
293.69
.00
293.69
.06
17.62
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:
DISCOUNT (+ 1
INTERESTJPEN PAID (-l
.88
AMOUNT PAID
16.74
PAYMENT
DATE
12-26-96
RECEIPT
NUMBER
AA185001
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAl INTEREST. ·
t IF TOTAL DUE 15 LESS THAN fl. NO PAYHENT IS REQUIRED,
If TOTAL DUE 15 REFLECTED AS A "CREDn" I CRI. YOU HAY BE DUE A REfUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
c
17.62
.00
.00
.00
0'
. ~ :1-
"
, ,
w
~
n~
'1;
IJ'"l:
a:~
I""
P'
t'
;!;;)
00
P\JIIPOSE Of
NOTICEs
To fulfill the requlr...nt. of Sactlon Zl~D of thl Inheritance and E,tete 'a. Act, Act 21 of .,'S. (12 P.S.
sectlon'1UI.
PAVHENTI
aetlch the toP portion of thl. Notice and subalt with your pay..nt to the Rlgl.tlr of Will. printed on the
rlv.r.. sid..
._ "eka cheCk or ~y order payable tal RECISTER Of WillS, aCEMT.
REFUHDCCRlt
A ..Iund 01 . t.. c...I., which w.. not ......t.. on tho ... ..tu.n. ... b. ......t.. b. co..l.tlno on "Ap.llc..lon
10' R.lund 01 .ann..lvonl. Inh..I.one. and E.t.t. 1..- (REV-ISIS), A..llc"lon. ... .v.llob1. .t th. Olllc. 01
tho R..I.... 01 0111.. on. 01 th. Z3 R.vonu. OI...lc' Olllc.. o. b. c.ll1no th. ...cl.1 Z'-hoU' on.w..ln. ...vlc.
nu-ber' for for" ordering! In pennsylvania 1-8DO-562-2050, out. Ida pennsYlvania and within local
Harrl,burg .t.' (717) 787-8094, TDDI (7171 712-2252 (H..tlng l~.lr.d only).
OIJECTIONS' An. ..... In Int..... no' ...1.11.. with tho oo...I."on', .llowonc. o. .1..1IDwone. 01 ..duc.lon. o. ..........
01 ... llne1udlno .I.coun' o. Int....tl .. shown on 'hi. Notlc. ... obJ.ct within .I.t. (ODI ....01 ....I.t of
this Notice byl
..wrltton ..Dt..t to tho .A O....t..nt of R.v...... 10". 01 A....lo. O..t. mDZl. "."I.bu.a. .A 11IZO-IDZl. OR
.-a.lctlna to hlv' thl ..ttar d.t.r.l~d at the BUdlt 01 thl account of thl plr.onat rlprl,.ntatlva, OR
__eppeal to ~ Drph~'" Court
ADMIN-
15TAATlYE
CORRECTIONS I
Factu.1 error. dl.cov.r.d on thl. .......~t .hoUld b. addr....d In writing tal PA O.p.rt.~t of R.v.nue,
Bur.au of Indlvldu.l Ta_." ATTNt po.t A.......nt A.vl.w unit, DEPT. Z10601, Harrisburg, PA 171ZI-0601
PhOne (717) 787-6505. s.. p.ue 5 of the booklet ~In.tructlonl far Inh.rltance 'a_ R.turn far a R..ld.nt
Oec.dent~ CAEV-1501) far en e.planatlon of ed.lnl.tr.tlv.ly corr.ctable .rror..
DISCDUNTt
If any ta_ dua I. p.ld within thr.. CS) c.l.nd.r eonth' .ft.r the d.c.d.nt". d..th, . 'Iv. p.rcent (5~)
dl.count of the tax paid II .llowed.
P!NALTVI
Th. 15X t.. .....t. non-...tlcl...lon ..n.1t. I. c....t.. on th. tot.1 of 'ho ... end Int....t ......... end not
..1. b.lo.' J...... II. 1990. tho 11..t ... .It.. thO end 01 th. t.. .....t. ...10.. Thl. non-...'Icl..tlon
_.It. I. _lobi. In th. .... .ann.. and In tho 'ho .... U.. ...10. .. .ou woul. 00...1 th. t.. and Into...t
that has been .......d .. Indlc.t.d an thll notlc..
INTERESTt
Intere.t I. charg.d b.glnnlng with flr.t day of delinquency, or nln. (9) eanthl and ana (1) day
fro. the data of de.th, to the d.t. of pay..nt. Ta_.. which bac... d.llnquent b.for. J.nu.ry I, 191Z
b.ar Int.r..t at the rat. of .Ix (6~) p.rc~t p.r annua calculat.d .t a d.lly rat. of .00DI64.
All t.... which baca.. dellnqu.nt on or aft.r January I, 191Z will b.ar tnt.ra.t at . rate which will vary 'ro.
calendar yaar to celendar y.ar with th.t rat. ennounc.d by the PA Oepart..nt of R.venue. The appllcabl.
Intar~.t r.ta. 'or 191Z through 1997 arat
V..r Int.rut Rat. OaUy Int.ra.t ractor V..r Int.rut Rat. DailY Int.r..t factor
1912 lOX .DDDS"I IU7 9X .DDOZU
1911 In .DDDItSI IUI-I991 IIX .DDD301
1914 IIX .DDUDI 199Z 9X .DDOZU
1915 nx .DDDS56 1991-1"" 7X .DDDI9Z
1916 lOX .DDOZ7' 1995-1997 9X .DDOZlt7
--tnt.rut Is ulculat.d .. '0110w'1
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. Is.ued .Uar the t.. bacoeU dallnquent will renect an Int.n.t calculation to fllte'" CIS) d.y.
b.yond the data of the ........nt. tf pay..nt I. ead. aft.r the Inter..t coeput.tton date .hown on the
Notlc., additional lnt.r..t ~.t be calcul.tad.
r---#--
-:-----
"
t5, /:-t.'j- / ()
BUREAU OF INDIVIDUAL TAMES
INH[AllA~E TAX DIVISION
Q(Pl. a06D I
HARAlSIUAC, PA 11Iza'O'OI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~
C
\ -'
NOTleE OF INHERITANCE TAM
APPRAISE8ENT, ALLOMANCE OR OISALLOMANCE
Of DEDUCTION", AND ASSESSMENT Of TAM ON
JOINTLY HELD OR TRUST ASSETS
.n_lu.U"'IU.HI
r
03-17-91
RUTZ
11-06-96
21 96-1069
CUMBERLAND
114-05-3\15
96158943
A.ount R.IIl U.d
MARV
DORIS JONES
C/O 45 BLOSERVILLE RD
CARLISLE PA 11013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-Ev:isi;a-Eit-AFii-roii:97-j-----------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-17-91
ESTATE OF RUTZ
MARV
C DATE OF DEATH 11-06-96
COUNTY
CUMBERLAND
FILE NO. 21 96-1069
TAX RETURN WAS.
S.S/D.C. NO. 114-05-3115
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96158943
FINANCIAL INSTITUTION. FINANCIAL TRUST COMPANY
ACCOUNT NO.
180841
TVPE OF ACCOUNT.
DATE ESTABLISHED
( ) SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
\1-01-72
Account Balance
Percent Taxable X
Amount Subjact to Tax
Debts and Deductions
Taxable Amount
Tax Rate )(
Tax Due
1,162.08
0.166
293.69
.00
293.69
,06
11.62
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEV ORDER PAVABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
DISCOUNT (+)
INTEREST/PEN PAID (-)
.88
AMOUNT PAID
16.14
PAVMENT
DATE
12-26-96
RECEIPT
NUMBER
AA185001
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
t IF TOTAL QUE IS LESS THAN fl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY aE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
,
11.62
.00
,00
.00
..~ -
-. ~,.. ....~.. . ..
\ " I
,
I
i
\ \ ~1
i /1(11;/
I
I
..)
J I I I · \J
<
\ \\ ,\\\\ ~.
i
.
.. ~
"
n i -oJ
, ~~
.::s-
, .:>
()
-
I
, ~
I q-
,
!
(i!
t
'"
'" ~
5 c:
0"1 \:
5;a..
G!:-c.
~fi~
~sS
;c"''::!
g~u
..
,j ~ r~
. <~ :J t:..
'~\J ')
V ,~
~~~
\:i
J'~ -J
. V~ .~ ~.~
...) ;... ..)
~~3~ :0
?:!~y " J :1J (1)
3;.'- ~:'
C"", -.
me' ,
f.;, n ~
~" 0
(:) .~. ~
<('1
. ~ ~CD
LJ iil 0
-
-
-
-
-
-
-
==
-
O!
~
~
,
~
o
l"
..
u
~
~'....
.,
. .
,
t(
r ./".;,'
....
.
)
('
.
f C' ,
., ".' ~
. ~ r ,.
f.,')
-.
~ II
, .
\
'<S
,1
. r
, '
).;: ....\.
; ~', \1 ~
I
.
, "
,
".i~
''.7~
f ~
.
J
\'
"'.
"
J.
..,.
,1
.-
.--' ~
--_.~--~:-~;;Ne ~ _ .,..:.....
r- ~.., , . !
...-.---
\