HomeMy WebLinkAbout97-00208
COHHOHWUlllt Of PEHNSVl "AMIA
OfPARTtu':NT Of RfVI::NUE
aUftUU Of' INDIVIDUAL 'A)(Ef.
OEPT. ZI0601
Ht.RRI$BURG, PA l71ll~O.Ol
*
I,)" k.,~ II
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATI
9'7 - :<'D'l
NO. ~l 98 899',
971 09057
02"26-97
t(w.lfdtl'H (1,'"
EST. OF QERTHA J ATTICKS
5.5. NO. 201-16-4756
DATE OF DEATH 01-01-97
COUNTY ClIMBERLAND
TYPE OF ACCOUNT
o SAVINOS
iii CHECKING
o TRUST
o CUTlF.
DOROTHY J ZIMMERMAN
257 SALEM CHURCH RD
MECHANICSBURG PA 17055
MENIT PAYNE NT AND FORNS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAUPHIN DEPOSIT BANK & h... provlcMd U,. OepartHnt with the Infol'nt1on titted belo., ..hia!, hu b..n u..d In celculatlng the
potential tSM dull, Th.lr rllcfJrds Indicate that at the d.ath of tho about! deud.nt, YOll ~.ra a .1olnt o",nar/harlaflclary of thla IOClount,
If you f.ul thit Infor.atlon h Incorr.Clt, pIII..e obtaIn wrltt.n aorr.ctlon froa tha financial Inlltltutlon, attaClh . MPY to this for_
Itnd return it to the abova addr..s, Thlt .("count II t.)I'abla In accnrdanc. ...lth \I.,e Inherltano. Tal( 1(".... ,f tn. COM\Onwealth of Pe.,n"ylvanla,
Questions ..:/ M ans~r.d by calling <711l 187-UZ1.
COMPLETE PART 1 BELOW . . " SEE
Aocount No. 61293326 Oato
E.toblhhad
REVERSE SIDE FOR
12-02-88
FILING AND PAYMENT INSTRUCTIONS
Account lIahne. 1, 674.32
Parcant laxable -K 16,667
Aaount Subjaot to To. 279.06
Tox Rat. K .06
Potantlal To. Du. 16 . 74
P~RT TAXPAYER RESPONSE
fIll. FAXl.URI.TO . RlUlPOHlllfXLl;.. RU~l; r IN#\NJIJ;Ft(1Ifd,'fAX A$SI!SSH~HT ..IA$lD . ON. 'fNI$HOYiCil
A, ~1 Th. above lnforaat Ion and t.x due II corrr'lot.
~ 1. You .a~ choo.. to r..lt pay.-nt to the R.~lat.r of WIll. wIth two coplal of thl. not lee to obtain
IlII dhcount or !lvold interest, or yoU ..y oh.ck bOil "A" and rllturn this noUe. to th. R."ht.r of
Hllh and an oHlclel ........nt w1l1 b. tuu.d by th. p~ a.part..nt of Rev.nue,
'fo Influr. propflr cralilt to your account, hffl
(2) cnplu of thl. noUe. lIV.t eCCOSlPIlIInY )lour
pllYlisnt to thll Re.ht.t of Wills. 1111". eMe"
paYllblll tOI "R.gl.t.r of WHit, Au.nt",
NOTE: If tax p.)'..nh at. lllacM wi thIn thra.
C:U liontha of the d.e.dent', data of de.th,
yoU Ii.Y dllduClt a !iX dhcount of the tall dU..
Any InherltaMe hI( due wIll b.oo.. dallnqulInt
nln. (9) .ontha after the data of dallth.
[CHECK ]
ONE
BLOCK
, ONI.Y
B. [1 Th. above ....t hat b..n (II' will b. report.d and hI( paId with th. P.nnl~I"l!lnl. InherItane. Tal( r.turn
tn b. Hied by the He.d.nt', r.pr...ntatlv..
C, c=J The ~ov. Infor.atlon l~ncorrect and/or debt. and daductlon. ware paid by you.
Vou .u.t C1npI.ta PAIn ~J and/or PART 0 belo...
PART
~
If you indlcat. a differant tax ,'.t., pl.... .bh your
~.l.tlon.hip to d.cadentl________
fH'; i<t:HJ"i. .. l."''''''O u~ I J.Ut1
LINE 1. Dat. E.tabll.h.d
e. Account ~.lanca
3. f'ereent Taxabl.
4, A~ount Subject to Tox
S. Debt. and Deductions
6. A~t Taxabla
7. Tax R.ta
a. lax Due
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DATE
PAID
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PAYEE
DESCR I PTI ON
AMOllNT PAID
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TOTAL tEnt.,. on Lin. S of Tax COIIPut.Uon)
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Undar- p.n.ltl..
cOMplate to the b.lt
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"-'1-1-14 4
of parjury, I declare that the
of/~Y knowledge and belief.
-;; !~-l/t:/t.{
fact. I
hevllI reported above ara tru., cor-rect ..,d
tLQME ( I (I ) lr. (. :) k'( )
WORK ( )
TELEPHONE NUMBER
1. FAILURE lO RESPoND WILL RESULT IN AN OFFICIAL lAM ASSEISHENl ,lth ...tt..bl. 10'''''' b...d .. l.for..U",
,1Jb"IHed bv ttw fln.noltll Inltltutlon.
t. Inherlt-.notl hw btUl'" o.lInqu.nt 1'111'1. t1onth. lIfter th_ dltCedltnt" d,t" of d..th,
I. . jolnt "count 1. taM,,*,11 .v.n t~ough the d.otldllllt'. nlMH ".. ~ .. " ..H.r of llon\lenlenc',
.. ...oun" (I"..udl.. .h... hold b."'''' "".b... ... ,1f.1 whl.n 'h. d...d"" 'u. I. j.I.. POH' ,lthl. ... ,.., .rlor '0
d..tll .,.. fully ttlM-.bl' tit trln,.ar..
.. ."....to ..,..Il.h.. Jot.", b...... h...ond ... ,If. eo,' .hon "". "" .rlor ,. d...h or. PO' ,.,.....
.. AOClounh h,ld by " deOtlcMnt "In trult for" IIOOth.r or othlir. IIr. h'otftbtl hlllv.
GENERAL INFORMATION
L "OC.. _ If 'ho l.f.r..UOP ".. ._...Uo. In 'h. n.Un ." corr..' ... d....."on. or. PO' b.l... .1.1..., .,... on .,.
I. b'OO' ... .f .or' I .. 'h. -'o"."r ...."'... ","on. """ "to ...1.. ood ....1. ,h.. ,lth your .ho.k for .,h. -"". o.
.ow '0 'h' ...I"or .f will. .. .h. ""..tv tndl...... 'ho'. Oooor..oo' .f 'm"",, will t..... on oW. I.. ......-.
(For. REV"tS41 EX) upon rlCl.lpt of tll. r.turn fro' the RIII,t" of Wl11l.
REPORTING INSTRUCTIONS - PART I
TAXPAVER RESPONSE
,. noc,' _ tf .h. ..... "..II1.d on 'hi. n.U" h.. b.'" ., ,tll b. "por". "'" ,.. p.ld ,I\h ."" p,""",y",l. ,,,,,,,1\,,,,,,.
'ow ..M' fII.' bY .ho d.....n.'. ropr..""oUuo. "... .n 'k' tn b"" ",. .f Port I .. 'ho "'......r ...,..... ...U'" 51... one
.opy end ",",. .. .ho ,. O.,or..... of ..v....., M..u.f tndlyldu.. 'ow'" Oop' ,....t, 11",1...r.. " 1'/l21-O601 I. 'h.
wIYllop' pro'lldlld.
S. aLOCk C _ If 'ho noU., I.for.otl." I. .""or"" "",'or ......tI"". or. b.t.. .lot_, .h..k bt..k -C" "'" ."",1... Por" , ... S
....rdl.. ,. lh. 'n...'ooti'",. b..... ",,,,, '.0 ...1.. ... "bolt ,_ .lth you, .h..k for ,h. ..oun. .. 'OW ,...... to ."" ......"
.. WIl" .. 'ho ......y Indl..,.d. Tho" (lapor..",. .f ...."". ,Ill t..... '" .W.I., .......... (for' .Ey-m. EXl upon r..o1.,
of the r.hlt" fro<<: tM Righter of WUI..
TAX RETURN - PART 2 - TAX COMPUTATION
ltHE
1. En..r'ho de" ."" .....In. ort.looll' ... ...oI>lI.h.d or titi.. In ,h' .OMor ..t.tI.. .. d.,. .. d...h.
HO'E. For' ....-.. dyl.. .ftor \211"'" ...."".. "hl.h .ho d.....n. ,u. I. J'\" n_' ,lthl. .00 (I) yOlr .. d...h or.
",..t. fullY" "...f.". ......"'. 'hor' ,. .. ."lu.l"" po' .. ",..d OS,... por .r",...r.. ".ordt... o. 'h. vo!U. of
the IUl1l0unt ur the OOIItHr of ecCOUl,t. held.
If . doub" ...orl.k 'MM' "",,,,, ..,." yOur "'" ._ In .h. "d"" ,ortlon .. ,hi. ".tI.., 'ho ".DD' ",'u.I"
tllrudv h.' be"" dl<tl.KItld trOll the IIClCOurtt btlMlU II reported by the flnlMWlfll inltltution.
2. Entllt the total balllftClI uf thai ltOoount lnoludtng Interl.t locrued to the dati of d"th.
1. The perQ~t of t~ .ccount that i. t.x~l' for .~.h lurvlvor I' a.t.r.lned II followll
A. Thl pIl'ollnt taKllbll for joint "...1:1 ..tllbll.l>>ct ItGf' th.n OM! y..r prlor to tM dlCllo.nt" d...thl
1 DIVIDED IV TOUl HUl'I&EA Of
JQIH'r OWNERS
EM_hi A joint ....t reahhr~
1 DIVIDED IV ], (JOINT OWNERS) DIVIDED LV Z (S~VtIlORS) . .161 )( 100 . 16.7:< (TAXABLE FOR EACH SUftYIVOR)
NYlDEO IV TOUL ~1\'ER Of X 100 . PERCENT TAXAelE
SURVIVING JOINT OWNERS
in the n... of thl decedent and tWQ other p.r.on..
.. 'h. po,,"" ."..t. for ....to or..hd ,I\hln .n. ..or .f .h. d...d"'.'. d...h or ....""" ."".. by 'h. ....d.n. bU' hotd
In \tUlt for anotMir IndlvlckleUI) (tru.t boneUclarle.)l
1 DIVIDED flY TOTAL HUt4IlER Of SURVIVING JOINT
OWNERS OR TRUST IEHEfICURIES
X 100 . PERCENT TAXABLE
E,_'OI JO'n' ......" ".I.'.rod In ,h. no" .f .ho _...., ... ,.. .'hor .."on. ",d .....U.... ,lthl. one ylOr o. ...th by
the dlcedent,
) DIVIDED IV 1 (SURVIVOR!) . ,SO )( 100 . SOY. (UXAlU:: FOR UCH S~IVOR)
.. 'ho......... ."bj... .. '0> 'Un. 4l I. d.hroln" by ",I\I,'yl.. ,h. oono",,' b.'''''''' (Un'" by .ho ,,,,,,,,. ,ow..l. ,U.. Sl.
5, Entlr Uti totl1 of thl dabtl and dlctuctlon. ll.ted In Pett ~.
.. In' _un. 10,"'" .,,"' .1 .. ..,.",,,.. ., ,,,,,,,..,". ,... ".u.. .no ","u..l.,.. "1,,.;, "va .". ...~., ,,,,,;'0' Cu C." "',," ;1.
1. Ent.t tM ..proprlatl till; rat. (llnl 7) .. deterllinld bllow.
.
)
A. For d.t.. of d..th occurring aHI" 6/10/9", the taM r.t.. for trantf.r. to spou..' .rt a. follQWII
1. D.t.. of d.ath on or Iftlt 711191t end blfor' 1/1/95 thl ratl Is S;(.
~. nit.. of d..th on or .f~.r 1/1/95 tranlf,r. to IPOUIID 14111 bl to~.d at CY. t8M r8t..
Hotal For dltlU of dlltl, pdor to 711/'4 transhr. to IPOl"" Ire taMabll lit 6;{.
a. Ttan.flrt to IhlOll d..c.ndant. including f,thlr, .othlr, lun, daughter, gr.ndchildrtn, .on~ln~lMl,
daugtltlt-ln-Ia.., .tlPchlld and thlir IstVIll IIrlll tllMllbll at 1I1~ parclnt (6;(l.
C. T,...for. t. .11 .'h.ro I",,'udln. bro'"'' ,I.tor. .n.... '''''. n..h.. .nd nl... oro 'ow"" .t 11""0 ,or."'" ",Xl.
D. If you chM\ge the tlM rata, pl..... IPacih your rllatlontlhip to the d.cld.nt 1n thl .r.a prnvidld.
.. 'ho MOUn,.f to, duo (lIn. ., I. ..,...Iood b, ",ltl,'yln. ,h. 0""'" tow"" (lln. 6l bY 'h' .", ",. (1100 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabll dlbt. end d.ductlonM IIrl dltlr.lnld I. follow.1
.. You ....1Iy 0" ,"".n,I'" .or .....nt. or 'ho .."" ....j... to "'Inl.'rotl.n by. ,."on.t rIP,",,,,"tl.. 10 IPlum.I",.
to PlY thl dlductlbll Itl."
B. You .ot\l.l1~ p~ld the dabt. after dI.th of th. dlcld."t end c&n furnlth proof of pIVllnt.
C. Doh" b.t"" .I.t..d ",.. .. 1t..I..d fully \n 'or." If ...ltl.n.' "... I. ...d.d. u.. ...In ,.." · 1"- ,11". Pro.f.f
PllYlllf'lt ..~ be rlqullted by thl PA O.".rt.lOt of RIYlnue.
--
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT AMV
REGISTER OF WILLS. PA DEPARTMENT OF REVFNUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (711) 187-8327, TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
-
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PIIRl'OIE Of'
NOnell
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;;9 l~-~ ._~....
n .1'1;;". C1ijl,S.
To fulfill th* r~At"Hnh of SlcUon 'litO of tm. InhlrhllMI and ERtat, hue Act, Aot
$lctlon 91't4;.
PAYHf;HTI D.tach tht top portion of thh Notlol and lub_lt with Vour paYllIllnt to thl Ae,hter (If WUh printed on thti
river,. lid.,
~.. "*":. Clhlilck or 1I0ney ordo,- ply-abl, tOI REGISTER Of WILLS. AGENT.
Ae'FUND (CR)1 A ,'.fund of . taM credit, whJch wa. nut r.qu..tld on thlJ te)( rlturn. 1lI8~ bl reqllut.d by colltPlUJng ." "ApPUolltton
far R.fund of PlIllt'ltlo'hlllnllt InhllrJtanc. IInd E.t.t. Tall" OtEV~U13). AppllilDtlonl or. IIvaHable lit ttul GlUe, of
the Rluht,r af WH1I, Imy of thl Z3 Rlv.nut' DhtdiCt OHic.. or hv CIlIlllng th. 'PlYclal 2linhour !!tnlwlring ..rvlo(,
flUIIbllrl for forMII ordlrlngt In Pllnn'YlvanJa 1~.OO~36Z-20S0, ouhldl PllnnlylvllInJn .nd withIn local
Harrllburg .re. 0}1) 141-8094, TOOl (717) 17Z-ZZ5e Otellring llllPlllr.d Only).
OBJECTIONS, An)' pllrty In Int6lr..t not uthflad II'Utl tha ltPprrtlulllltlt, .llfJW8nca or dllftlloioll!mcllt of deduction, or .1I"'lIIa,..t
of tax Hncludlng dhcolln~ nr Int.re.t) a, ",;own on tlth Notlc. IIl1,\I ob,111t-::t w1thln .hty (60) daYI of recllt". of
tt\h NotJ". b)'l
--written prot.at to the PA DapartAlent of RIII",enua, 808ro of ~PPfl~h. napi:, eSl021, Uarf'ilburg, PA 17128-tOlt, OR
~-.l.ctlna to hit"" t~ ~attar d~tar.lnlld at the audit of th~ account of the plltrson~l rupre,,,ntatIv., OR
--lIppllal to the OI'ph"nI' Cour t
A~lN-
IIHRATlYf.
CORRECTIONS I
Factual .rrar. dhcovairad on thh .""'"lmt .hauld be bddrnsllId In wrUlnll h'll PA OllporblGnt Of R.v.nua,
burelt\! of Indlu IdulII T.K8I, Un"l POllt AuulI..nt Ravll" Unl t, OEPT. 280601, HISrr hburp, PA 11128-0601
Dt>one (711) 7a1~CiSOS, Su pllg. 5 of the booklet "Im;trllotlon. for InherItllnca TAl( Raturn for III Re.ld.nt
Deoedent" (REY-ISOl) for IlIn .~plllnatlon of admIni.tr~tlv.lY corr.ctabl. ~rrorl.
DISCOUNT I
If ....v ta~ rtu. ill paid within thrall C:U callndl'lr aonthl nft.r th~ decadant'. dUllth, II fl.... p.rc.nt (5%)
dlltcount of thUt tal( paJd io .Uowed.
PENAL TV,
1'h. Iii< hI( ulln..ty nOfl-partl(llplttlon p.n~lty II oo.ut.d on thll totllll of the tal< Dnd intere.t Bnallad, end not
paid before Januer)' 18/ 1996, the flr~t dny t'lft." the end of the h)( Ran.,ty period. Thil l\on-PllrtJelpaUon
pancltv h app..hbh III tha .... ..nna" 8nd In tha the "'.e tI.e per lad Ill' )fOU ~ould appe.l the ta)( end Intarlut
that 110' baan .~.....d I' IndJ~bted on thlD notle.,
INTUEflTI
Int.r.1t h charpd b.ulMlnu with flrlt d.,y af d.lllltluentlf, or nine (9) lIonth~ IInd o-na (1) uay
ft<Hl! thll dat. of d'81th, to ~M date of paVllIent. fAxa. which b.C.IIII daUnqlllnt bafor. January 1, 1982
b.... inh"e" lit tha rlt. af .hi <6X) pere.nt par lIlN\Ua ClItIclIlatad lilt . dally rate of ,0011164.
AU hxa. whIch bile.... delinquent on or &fhr January 1, 1962 w111 bllllr Int.rut at a rat. which wJll very frOll
clllandar Y.lr to ca!erwar year with th~t rlllta announc.d by tha PA OaPllrt..nt of Ravanu.. The appllcablp
Interut rU.. for 198? thrOUgh 1997 dr.,
Veer Intar..t "lit. Gaily Inter..t l'aQtor Veflr Int.r..t Altt. Dally Int.rut F.~tor
19az lO% .000!;41t 1987 9% .000,41
19U 16X .000458 19A8~1991 11% .000301
1914 Illi .000101 1'l92 9% .000147
1915 I.'): .0005506 1991-1994 1% .0001CJ2
.... ID~ .000274 1995-1991 9% .000241
."lnter..t i. ca1culet,d aG followlI
INTEREST. BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice t..u.d .ft.~ the taM ba~oe.e delInquent will reflect en Int.r..t celculatJon ta flft.an (15) daYI
beyond the datu CJf the ".....Mnt. If raY8.-nt II eada .ft.r the lnt.r..t COllputetlon dlltll .hown on the
Not hIe, .ddttlonlil Int.rut .....t b. calcUhtH.
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