HomeMy WebLinkAbout97-00211
tDt'MONWUl Hi eM' PUINIVI VANU
DfPA!ltTMEHf Of' Rf.VUU:
IURnu Of IHllIVIOOAl Tun
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UARRUIURQ, Pi. 11UI"UDl
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INFORMATION NOTICE
AND
TAXPAVER RESPONSE
u
FILE
ACN
DATE
NO. 21 ~ 9 7" ;../1
9'/105026
02-22-97
tl;W.U41 u." 11'"1
-
TVPE OF ACCOUNT
EST. 01' CATHERINE M FITZPATRICK [] SAVINGS
5.5. NO. 196"09,,0489 [}.,] CHECKING
DATE OF' DEATH 10-15-96 DUUST
COUNTY CUMBERLAND [J CENTIF.
REHIT PAYHENT AND FORKS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
M K PESKE
432 APPLETREE RD
CAMP HILL PA 17011
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PNC BANK hili provhllid tM o.p.rt..nt 1Illth the Infor..Uon lht.d bslolll ~Moh hat b..n Ulled 1n calc~lliltlnt tM
pot....U.ltlllt due. Th.lr rllt:crd. IM1Cllte that .t the duth o. the ftbov. d.a.d.nt, )IOU were 1\ Jolrlt owner/b.".Ud.ry oj thl. floCillount.
If YDU f..l thh lnfor..t1on II lncorraClt, pl.... obtlllln wdthn carr.ClUun frOll ttM flnWlCllliIl lnstltutlon. attfK'..h II copy to thh for.
"'/'Jl''' ....tll"" 1t tl" ....,.. """\' 11;,.,........ Th\.. ~Wl",.l."t h t1\";,,,t'.. 1F'\ IW'nnrrl!ln"" '~lth.l-', l~,h:,l H",,#'. ,". Irl'o/I ,,', th1l (.":l:::J;~I"'.".d'l, r;~ P.:lI'Ir',~..:~l:::
OUGsUons lIey be WlalllerMt by CIU!ng (7111 1'7~n27.
COMPLETE PART 1 BELOW ~ M . S!E REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIOMS
Aocounl No. 2113006 Dolo 03-31-81
F..loblhhod
Accounl Bohnce 3,436.27
Perconl Te.o.blo 1(- ~-ooo-
Aaounl Subject 10 To. 1, no. 14
1'0. Role K .15
~olenllol T'. Ilua 257 . 72
'ART TAXPAYER RESPONSE
CD r~A~W~.,Jt~~..~1~~~~F'.Y~j;:!~~::~~,9t.f~~~~~:\1,~i~,,~~.~.~t~."~ilm.~~:~!rr~~!ill
A, 0 Th. HOY. Infore.Uoo and tllX dutl It corr~t,
1. 'tau HY choo.. to r..lt paY.Gnt to thle R.glthr of W11l1 with tWo!ll aop!1II o. this notlca to obt.ln
.. dhcDllnt or evold Inter.st, or you Hl' ClMCk box "A" and return thll notice to the RCtGlIttlr af
HUh and Ian offlchl .....lHnt will b. I..~ by ttMI PA 1Htp.rt.~ri Revenue.
8, [1 T~ above ....t ha. b..n or will b. ropatad and tlltl( paid 1Illth the p...t;i_lvan11l ~rltan<':~"fi r.turn
to b* fU.d by the d.c.dan~'s rlPrfllantativ., " ,-I, n
To IMur. proper cnuHt to your lecount, two
(2) copl.1 o' thh noUoe BUilt 8<lCOIlpIllllY YUUI'
p....nnt to the Regllter o. Willi, H.h chlcrk
".ylltll. tOI ""Aeght.r o' IHlls, Agent",
PKITE I 1 f till( pa",.lh are .ltd. III I thln thrH
(~) eanths of the lbtadfN'lt'o dllte of death,
you ..Y deduct . 5~ discount of the talt due.
Any Inheritance tex ~ will bvCOMS delinquent
nine (9) wonth. .fhr thli datil of <tilth,
[CHECK 'J
ONE
BLOCK
ONI.V
c. 0 'l'he above In'Dr.lltlon lW,naorrllClt end/Dr-_~btl Mld dM\JQUons were p.ld bi lIOIJ'.' "',
Vou "'It cO\IPIet. PART l!.J ."e!Dr PART L!J b.l~, ~'~
rART
[!]
DATE
~AP PA ~r~~~~;~~:~ ~;'!E~ Mf::
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DEBTS AND DEDUCTJ~NS CLAIMED
PAinr----If you Indicet. h different t.x r.te, pl.... .t.t. your
[!] "al.tlonahlp to d6ced.ntT____._r_'___.
lAX 1It-IUIIN . ..U"~UIAI10N UF IAlI UN JD1NII'IKUlH ACCO\lI'lfll
lINE I. Dol, E.tobll.hod I
2. Account 8al~. 2
3, Pe~cant Taxabl. 3 ~
_. Aoount Subjoct t. T.. _
S. _to and Do_Hon. S
.. A.aunt To.ablo .
7. Tax Rat. 7 )t
e. To. Due e
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PAID
PAVEE
DESCRIPTION
AMOUNT PAID
~
=-t-
TOTAL (Ent.r on line S of rax C~utation)
=-+
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Under pen_ltia. af pa~jury, I declare that the fact. I
Qo.p~ete ta the ~.t of .Y knowledge end ballef,
q~x~~~~~i~~{;<~~: '
hev. reported abov. .f'. tr""., correct
HOME (117 .l 73/~ 7'/1('
WORK () 1/ ) .< \ ;7, II,';;
TELEPHONE NUMBER
)~) fir; I
D TE
end
GENERAL INFORMATION
1. fAXLU_E TO _El~OItD llIll _nUL T IN AN OffICIAL TAM ASSnS"ENT with ...11....1. '.'or..' b.... on In/....llon
Ilublllthtd b~ thl 'Inanei.l Inlltlhltlon.
" IntwtltMOI tlM b6ocI.,... dellnqu.nt "I". ltemth. .fhr tne cMoc:tld4tnt', dr.t. of dnth,
I. A joint ~oount i, tlMIlbI, .\1.., thnugh thl IJt(l~'jlt'l "'H WI' adcMd "' L!l Illtt.r of (JoflvfMilClrlu.
". AoC!OUt'tt. Clnoludlr;1 thou held tMhf.." hu.tultnd Md ..If.) whloh t.hw dlcedant put In joint flINt.. within on4I ~'.r prlol' to
n.ath .r. fully tlMMll, .. trln.far..
Ii. Aocount. ..tetJlh-hH Jolntlv betWI." hutlblmd and wlf. MOr. thM OM y..r prior to dOllth .r. not hlClIblfl,
i. Aono"nh held bv it 6tHladltnt "In trult for" lUnath.r or otl'MIf' fir. taKable fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
I. ItOCI( A M If the Infor...Ucm ~ ClOlIPutllltllW1 In thl I\otlol .r. corrlot ana d.dltotlo", .r. not blllnll llhllHd, IIllKll ." "X"
In block "." of Part 1 0' thot "Tal<Pllv.r R..,po".." ..ctlon, Sign hfO ljopJ.. Itnd .ubtllt tMia wHh )lour cI'Mck for tM MOUnt of
taM to tt. RII.ht.r (If Will, of tI'M county IncHo.tltd, 1ht1 PA O.p"rt..nt of R.....'W. will 1..0. an official ......Mt'lt
(Far. REV.lfi48 EX) upon rlcllp! of thtl r.tur~ fr~ tht RII.I,ter of Will..
2. aLOCK' ~ If thl .....t ,pet'llfllld on thh notice t\ln ba~ or will n. r.port.d and hll paid with th(jl P.nn'Yhllnla lnh4lr!tllnClft
Tax R.turn filed by the o.cad.nt'. r.pr...nt.tl...., plaa. 50 AKA In bl~k Aft" of Part 1 of the "rlllply.r n..pon.." ..ctl~n, ~I," ona
Ol)py Irnd return to thtl PA D.purt..nt of R.v.null, Buruu of IndlvlduRl TnJoCIII, D.pt ?L\D601, ttl!lrr1tbur'iJ, PA 17128-0601 In tn.
~...elupe provided,
" 110Ct( C n If thill IlOtlU Inforllltlon h Incorr.ct endlor deduction. III"" b61", cla1l..<<', ChlKlk block "C" ..-ld (lu.pl.ta Parh Z ttnd S
ltocordlnj:l to tt>. In.truCltlon. balow, ~'f'''' two (!onlll. 1'1.,:1 .,Ih.tt th.. with vnur ct,.Mk ler tl'Wj "~mlnt of tp,~ nll'a"'. to thl) Ra(lhf;.~
of W11l1 of the covnb Indicated. )"hl PA neparhlant ilf Re....ml. wHI hllua I!In offlchl a.....Hnt (For. REY-Hi48 EM) upon r.calpt
of tha r.turn frOlJl the Rlghtar of Willi.
TAX RETURN - PART 2 - TAX COMPUTATION
liNE
L Enter the data thi .ccount orlu1nalh was utebl1sh.d or titled In the .atm41r .)(htlnll at data of duth.
HOTEl For. ~"nt d~lna IIfte" lZllZl821 AQoounh wl'dch \tltt ~.d.nt put In joint naa". within 0tl4l (1) ynr of dMith ar.
tlll.bl. fully.. tranlfar., Howav.r, th.r. I. an ftllOIUllon oat to IIxc..d '3,aOO p.r ttan,for.. r.gardl... of tna value of
thl Il(lc:ooot or thtl t~r of accounts htlld.
If a doubt. a.t.rlak (11111) IIpp..r. bafore )lour fir.t nuta In thll l!Iddra.. portlrm of thh notice, the n,DOO Ixcluslon
al,.llKfy hili bean dlIduoted frOlll thti ltCloount balanc. 81 report.d by the financial In.Ututlon.
2. Entor the tot. 1 bal~. of the account Includlna Int.r..t ~crUlld to tho data of o.ath.
J. The parcant of thl ~count thlt 1. tlKable for lach lurvl...or I' det.r.lned ., foll~'l
A. The iMtf'unt t.)(Ibl. tor joint 81111111h ..tltblhhltd IIOr. then one )lnr prior to the tbcldllnt" duthl
1 DIVIDED IV TOTAL ~IER OF
JOINT OWNERS
EK~l'l A joint ....t r..lot.rad
DIVIDED BY TOTAL HUMBER OF K HIO . PERCENT T4MABLE
SURVIVING JOINT OWNERS
In the nlN. <af thl diKadent and two ath4lr parsons.
1 DIVIDED IV 5 c.JOINl OWN:RS) DIVIDED IV 2 CSIAtVIVORS) . .161 )l 100 . 16,7i: <lAMABlE FOH EACH SURVIVOR)
I. The ,~.rc~t taMabla for 1lII...t. cr..tad within one y..r of tha t1ac.dent'. de~th \lr ItCcuuntt OWMd by the d.c:lI'Jent but held
in trutt for another indl"ldueUI} (tru.t bllfMlflclllrJ..):
1 DIVIDED BY TOTAL HUH8ER OF SURVIVING JOINT
OWNERS DR TRUST BENEFICIARIES
)( IOn . PERCENT TAXABLE
[JUIIlpI.1 JoI"t account r.gllterld 11'1 the nue of the aaadent end two other fH'rton. and utelll h~ within one y..r of death by
the ac.."t,
I DIVIDED IV 2 (SURVIVORS) . .50 )( 100 ~ SOX (TA)(A'LE FOR EACH SURVIYOR)
~. ThII NOunt aubj*ct to ta)( (lIna it) I., d.taralnttd by IlUIUp1ylng the Mlcount balJM'l(la HI". 2) bv the percent tIM_I_ Olna ll.
~. Entar the tot.l of the dabt. end daductlont ll.tld In Part 3.
6. ThfI ...xmt t.Mabl. (Una 0) i. o.,.r.intKl by .utJtrnoUng the a.DU IIf'IQ deUUQUO". Llina 1I1 trOt! tM .-nunl 'UOjKt tu '-fA iU". of;"
1. Ent.r the approprlat. taM rata (llna 7) al d.t.r.lned b.low.
A. For d.tu (If de.th occurring aft.r 6/~O/94t tha hM r.t.. for tren,"r. to 'POUI.' .ra .. followll
1. D.t.. of de.th on or aft.r 711/9't and befur. 1/1/95 the rat. it n.
t, D.t.. of dtI.th on or Ift.r 1/1/95 trWl.f.rllll to IpOU.U wUl b. talC" fit OX taM rat.,
Not.1 For dIIt.. of death prior to 7/1/~ tran.f.r. to 'POU'.' Gra taMabla at ,~.
I. Tnn.far. to IInoal da.C1andan\l Including fatMr, Hthar, 800, d.-ught.r, .rlll*hl1dr~, 1I0001-ln-lew.
daughtar~I"-law, .t~hlld and thair 1..UlI .ra taICable at .IM par cent (6~).
C. Tr",.f.rt to.ll oth.r. I"c~udlng brother, elltllr, Uflcla, llunt, ~ and nlee. et. \lM.ola lit flft.., parcant (15~).
D. If you chanp thll taM rata, plel... IPK!fy ycur rlllllt1on.hlp to thoe dacecMnt i" thl .t.. F'ro...lcMd,
A. T~ ~t of ta~ due (line I) il datar.lnad by .ultlplyino thft &aount tft~ebl. (11nl 6) by the tftX rat. {ll~ 7}.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabt. Ind d~tlon. .r. d.tar.lned B' folloWl1
A, Yuu IllIalh ara rup':Hlllbh for pay..nt, or thot' ..tate llIIubjllCt to adalnhtratlon by III plr.onlll rapr..antaU"a 11 In.ufflcl."t
to pay the dllduatlbla It....
I, Vou actually paid the dabh aft.r rhath of thl Me.."t and ClIIl furnish proaf of P.'fltWlt.
C. Dltbh b11lng clal..d MI.t b~ It..h.d fulh In P.rt 3. Jf IKktIUonal .peee h naedMI, 1.11. pJaln p.,..r . 112" x 11", Proof of
paYMflt ..y bII rlqUlllftad by the JtA D..,.rt_"t of A.venue.
. .... TAXPAVER ASSISTANCE
U~ VOUNEED fURTHER INfORl1AllONORA$SlSTANCE, CONTACT ANY.
. REOlSTER OF WILLS. PA DEPARTMENT OF REI/ENUE DlSTRICT OFFICE ......
OR CAll THE BUREAU Of INDIVIDUAL TAXES,. TAXPAVf.RINQUIRV UNlT IN .< .. ...
HARRISBUReAl (717) 787-8327. .... 1DD' (717) 712-2252 . (HEARING IMPAIRED ONt.'Il.
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PLOlPOSE OF
NOTICE I
To fulftll thl requlrl.lnt, of Slot Ion 21~O of thl lnherlttnol and F.lt_t. T'K Aot, Act 21 of 1995. (72 P,S,
Slot Ion 9140 I,
PAVHi!HT,
Oetloh thl top portion of thl1 Hotlo. and lub,lt with your pay..nt to th_ Regt,tor of Mill, printed on the
rey.r.. lid,.
~- "eke chlok or .~y order pay,blt tal REGISTER OF WIllS, ADEHT.
REFUND (ell:) I
A rlfund of . hM credit, whloh Wit not r.quutld ~n thl t.~ I'.turn, "Y bl rlqu.,t,d bV oHPl,Ung In "AppllclUon
for R,fund of PlnnsYlvanla InhlrUanu end Ettat, TIM" (REY-1313L Applloation. Ir' al/alllbll It the OffiCII of
the Rlal'tlr of Willi, any of the Z~ NIl/lnUI DI.trlot OffiCI' or by oa111ng thl 'Plolat 24-hour In.Wlrlng ..rvlol
nu~.r. for for.. orderln;1 In Plnnsvivenl. 1~80n.361-20&0, out.ld. rlnOlvlvftnl. and within loc.l
Hllrrllbur. arn (717) 717-8094, TOO. (7}7) l1Z-ZZSZ (H.arlnG hpalr.d Onlv),
08JECTIOHSI Anv party In Intlr..t not Irlthf1.d with the IlPprlll...nt, allowane. or dhal1owllnG' of d.duction. or Il.......nt
of t.~ (Inoluding discount or Intor..t) a. .hown on this Hotlo. ..V objl~t within .)~ty (60) day. of reollpt of
thl. NottclI bVI
--wrltt.n prot.st to thl PA Dlp.rt..nt of R,vlnul, 80ard at ApPIIls, D.pt. 281021, H'rrl'bUrG~ PA 17126~1021, OR
--'l.ctln, to have the .atter d.t.r..ln.d at the Iudlt of the aoeount of the ~.rson.l rlpr...ntlltlvl, OR
--app..l to the Orphan.' Court
ADHIN-
ISTRATlYE
CORRECTIONS I
Faotu.) Irror. dl'oov~r.d on thl. ........nt .hould UI Ilddr...od In writing tal PA OIPart.~nt of R.vlnYl,
8u"au of Indlvldvlll TaK", ATTNI po.t AUI.....nt Rovl.w Untt, Ot:PT. Z80601, Harrhburg, PA 17128'0601
PMn. (717) 187"6S0S, 5.. pay. 5 of the bookl.t "In.tructlon. for Inh.ritanc. Te~ R,turn for I A..ldlnt
Decldlnt" (REY-lfiOl) for In .~pl.n.tlon of adlllnl.tratlv.ly corr.ctlbl. .rror..
DISCOUHTI
If tnv tlM due I, plld within thr.. (5) eal.ndllr .onths .ft'r the d.o.d.nt'. d.ath, Il flv. p.ro.nt (SX)
dlloount af the ta~ paid I. allow.d,
PENAL TV I
Thl lSX t'K .-n'lty non~pllrtlolpatlon Plnllty 1. cOllput.d on the total of the tlX .nd Inter..t .......d, Ind not
plid bafora J.nuarv 16, 1996, the flr.t day .fter the .nd of tha ta~ .Mne.tv p.rlod. Thl. non~p.rtlclp.tlon
p.nalty I. .pp,.llbl. In the .... aannar and In the the .... tl.. p'rlod .. YOU would .ppe.l the tlM and Int.r'lt
that has b.en ....II.d .. indla.tad on thl. noUel.
INTEREST I
Int.r..t I. chlr,'d b.glnnlnu with flr.t day of dlllnqu.nny, or nine (91 lonth. .nd one el) d.y
froll the dati of d..th, to the date of pav.."t. -rflKU whloh blCllI" d.Unquent b.fore Jenuary 1, 1982
b.ar Inhr..t at the tit. of .IK (6XI p.rc.nt ptr&nnu. ce)olJlatld at a dally r.tl of .000164.
All tax.. which b.oa.. d.llnquent on or aft.r Jllnulry I, 1982 will blar Int.r..t .t a rato whloh will Y.r~ frOll
c.llndar y..r to callndar YI.r with that r.t. announold by thl PA D.part..nt of R.v.nu., Th. .ppllalbl1
Int"..t rat.. for 1982 through 1997 arll
V..t Intl"st Rat. Dlllly Int.,..t raotor Vier Int"..t Rat. DailY Int.r..t Faotor
19er 20% .0005~8 1987 9% .000247
1965 16;( .1.100418 1983-1991 IlX .000501
191~ lIX .000501 1992 'X ,P00241
1915 13% .000156 1993~199lt 7X ,0001tt
1916 lOX .000274 1995-1997 9X .000247
"~lntlr..t I. oalculatad .. follow'l
INTEREST . BALANCE OF TAK UNPAIO K NUNBER OF OAYS DELINQUENT K DAILY INTEREST FACTOR
--Any Notlc. IG,uld .ft.r the t.K b.eo... dallnqulnt will r.fl.et an lnt.r..t a'loul.tlon to flft.ln (15) dlY'
bClyond the data of thl ....I....nt, If pav..nt It .ad. afto" tha lntlr..t oOIPutotlon dbt_ .hown on the
HoUea, .ddlt1o".1 Int"..t .u.t b. cllculat.d.