HomeMy WebLinkAbout97-00225
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CotttOfiNEAl Tll Of PE*lVlVAHIA
DffMTttEHT Of 1tEV'E"AE
.........AU II' INDIVIDUAL TlXU
....T. rl"Ol
HAMIIIlM, PA 1112'-'''\
*'
/,', Ill" C
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
~ILI
ACN
DATI
NO. 21 -9 7 ~ ';';l.,~5
97104315
01-29-97
TYPE OF ACCOUNT
[] SAVIIM
[i] CHECllIN8
o TtlUST
o tUTU,
. .J:
trv'll<Il u", n-",
(.
c;,
EST. OF GEORGE W ZIMMERMAN
5.5, NO. 140-09-8216
DATE OF DEATH 12-07-96
COUNTY CUMBERLAND
n:
LJ
\.: :: f:--. " L::
Elfi~ii'R Z S\OlON 08
3806 lAMP PDST U{
CAMP HILL PA 17011
REHIT ~AYHENT AND fORm TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAUPHIN DEfIO$IT 8k & T MI provlMd tt. o.p.rtMnt wl~ the Infor..Uon lhttld billow which hu been und In aclouladnt ttt.
potentl.l tlUC ~. "-it r~ord. lI1dlcatl thllt It the dMth of thtl .tJ-ov, cHtalHkmt, yOll wer. II joint ownflr/btNwficlary of thh ltCcount.
If you ,..1 thh Inforfl.tlon h Incorrect, pl.... obteln written correotlc)on fro. the fln....olll1 IfI.tltUtlon, .Uech n (Iot1y to thh for.
fInf,- raturn It to the ebavu .ddr.... Thll ftCcount h tBl<abl. In KcordMc. with tM Inher ItBnCS TIll( laws nf tlw C~alth of Pannlylvanla.
OU..tionl HY .. .,,,,wred by calling (11) 781-8127.
COHPI.I!TE PART 1 BELOW II II Il SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Aocount No. 0028847628 D.h 11-18"88
f.atablhh.d
Account 1I.11lnCO
P.rceni: r.)(e.bh
Aoount Subj..t to T..
T_x Ratll
Potontl.l T.. Duo
K
12,291.16
50.000
6,145,58
,06
368.73
Ta In.ur. prDfHtr err-U t to your account, tw
(Z) COphlll of thh netic. MJ.t IItCCOIfPWlY YMlr
paYMnt to the Rqht.r of Willi. Mak. cMclk
payabl" tal "Rqhbr of WlIlt, A\1MIt...
K
NOTE I If tal< plIYllMh ara IItlde wHhln thrH
(l) ItOOth. lJ' the dec~t... date of da.U"
you .IIY ~t a SX discount of thl tux dull.
Any hlhflrltanca tIIl1: due ~J11 lHK:OH (wllnquMt
nlM (91 IIOllth. I\H.r the data of rift.th.
PART TAXPAyeR RESPONSE .,
mi.. ... ' -. li~rti iii. :'10.': ! .' I
:.~Altilfl.'rrO~'$~,,,~a,~,~UUIi~,;;II;."':,{I" O!T,"~li~M,' /I:AX .IUlem~tllT.~ll~!l~;~~.:~nC:I.:
A,
[CHECK J
ONE
BLOCK
ONl Y -
g] The abovs InforMaUD" and tit)( due 11 corract.
-:. 1. 1'ou .ay choo.. to r..it paYlNnt to ths RIghter of Willi with tIKI cop I.. of thh notlCll to obtain
a dhcount or IIvnld Intera.t. or y-.)U eay check box "A" I!Ind r.tyrn thlt notlc. to the R'Iiltar of
Willi and en official UUuMent w11.1 b. lulled by tha Pj~ D.plrt....'t of Rsvenutl.
B. [1 The above It.nt hili been or will b. reported ood tall: Pllld with the P"'ll"llylvanJa I",,-rltancs Tax rllturn
-l tb be ,11.d by the t~c.dent'. rlll'r..entet1va.
C. 0 The above Inhn....t1on h Incorrect and/or debh and deductlonu wars plllcl by you.
You au.t COllplata PlAT 0 and/or PART 0 b.low.
If you Indlo.ta . different tax rete, pl.... .t.te yoyr
rul.tlonahip to dee.dent: _"~.~_____
PART
[!J
TA~
LINE
Rl:TUR.N ~. :CM~UTA'1"XCN
1. D.te E.toOll~
2. Acc~t 8.11N'lCa
3. Perc~t Texlble
4. AIiou'lt SubJoet to T..
S. _to _ o.ductlon.
6, AIiou'lt T""lIIll.
7. Tax Rat.
a. Tax Due
or T~X ON JOIN~/r~UST AC:CVNTS
1
2
3 K
4_
S~
6
7 M
a
iQllfllCu,,'I,lSe (ill~\,:i:ii!'" ':."Ai'll'!
"~"":l!.""":"<';Ofl REI\lIi!:""" .', }
~""~~'" ~~~~~'~':""'" ", ,"', c"". ,." ,."!!i!'~"""I"""I",,'1
: ! : !: i ~ ! : : i : : ::!: ! : !: !:!:! : ! : i: : 1 ! i "i :: :!:!:!: !: !:!: i : 1 ~ : :!:!:!: ! : i : i : i: i :!; : . :: i ~ : : i: i ::: i i !:: ~ i ' : : i ' i 1 it i i i : i :: I i 1 i : ! I
"~;'"
("~",,,.
PART
~
DATE PAID
k
DEBTS AND DEDUCTIONS
PAYEE
DESCRIPTION
AMOUNT PAID
~ .
'''''' ".... .. .... . .. '''' .........,
t
.
~-
UrtcNt.~ ptlNlt i.. of
cGeP,let. to tho ~t of
, '('(.J? '!-d,'~'f:<\.,
TAXPAYER SIGNA1URE
por jury, I _l.r. th.t the foeh I
.y knowlodgo end boll.f.
Mye reportltd IlboY. IIr. true, corrKit
HOME-1.J..c..' ) 1.\,' ',' Vi.'
WORK ( )
tELEPHONE NUMBER
end
GENERAL INFORMATION
1. fAILUIlI TO Rlll'OIIIlIlLL .r,IUL T III All OffICIAL TAM AlIEIISl1EKT .lth ..."....1. Int....t IN_ on Infor.tlon
....IU... " tN ftMftGlel In,UWtlon.
I. Inh1r...... talC ...... ..lI,....t "1'" IlDntho ,U." tt. ~t'. .t. of deIl\tl,
I, t, Joint ....,t ... taM.l1 .wn ,....., thtl cMctlMn'.' ,... -- MkNld II . ..U.r .f oonvenlenoe.
4. AMcu'l'1 (If\Cllullllntl tho.. hel~ bet_In ......... ~ wU.. Nhtd\ the ~t put In Joint n_' within OM VNr prior to
_th .rG fully tllCdd. .1 trenlt.r..
.. AoGO/Ilt. ..,_UIlMd Jointly btlbMn hU&b8f'MI ... ~U. Mr. "*' OM 'II"" prior to dMth It' root tplhll.
,. AooN'lt. ..III It. . a.oHent "In trut' f~r" mottwr 0'" ether' .... talCabl1 tullw.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. Iloal.' _ If the InfGrMUPTl .net GOI!PUt.Uon In the I'fQtlClI .rll Clorr"' end MWoUonl .r. not be'"' ole'''' pi'" en .....
In block ..... of P.rt 1 of tM orr'MP.~r A.IIIlO".... t4M1t..\an. 5iun two cupl.. lOCI aubIIU tNII ",Uh your'" for the .-unt .f
talt to '\hit R.-htl,. of WIUI of the OOUl'\t_ IndlOtl\ed. 'lw PA DeilMrt'Mtlt of RI..,MlM! will ....... lIn ,Ulc1al .........,t
{t'o,.. af;Y~1S4t VO "'*' r-.eel,t of the r.turn frOll th8 A...l.'.r of WlUI.
2, Iloat I ~ If the a..t tpMlfSed on thlt noUete ..... bNn or .,111 bII rlJPOrt~ Md tu paid .,ith tM PMWtnlvenl. IrhtrSt...
t.x Rfttum filed by the deotlCMnt'. j....r.Mnt.Uv., plltCe ,., T In block ..... a~ Ptlrt 1 I)f t" "Taxpay.r fta,,",""" MOtlClln, 'Ill" one
oopy W\d return to the Pi ()epertllllnt of R.vllnl.M, rktrMIU of JncUvldulll TeMa., o-pt 20060l, ..rrl."', PA 17Ulw1601 In the
envelope provided.
'S. SLeICK C _ If ttM noUca Jnfor..tlon 10 lnoorreat lIndIor MduCtton. tll" Mint ci.llMId, check bloc:k "C" ~ COIIPieta Pert. P. Md 'S
~rcilnll W (M .IIDtrucdonM 1M1Ml. llolgn two copt.. .'JCl ."bIlU \T'IMl wnn :iour cneck tor \-nG ~t ot taM paY"Ha to tM H..l.tl."
of WUlII of tM county IndtClatMl. The PA o.partMnt of Re".nue "lll luue an official ........"t (Far. REY-1M. ll() upon rHel,t
of th8 r.turn fro. the R..lstar nf Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Enter the date the account orlaln.U:i w.. ..tablhMd or tltlMl In the ~r 8lCIlItlnt .t rt.t. of Mllth.
HOTEl Fo" a r:lec...,t dying afht. IU1Z/aZI AClcountl lfhlch the cHtcecMnt put In joint naMS NUhln OM <11 y..' of death ar.
hMebla fulh .. hen.far.. KoNever, thara It M Illlelu.ton not to .i<c..d .3,000 p.r tren.fllrH r..-rdln. of ttM v.lue of
tM account or the nIJIlbar uf eoCCIU\t. held.
If a doubl. ntarlsk (""1 lIPP8ara before your fir.t na&M In the addr..' portion of thlt Mtlon, the n,OIlIl a.olutlon
alrncb hII' NtIn d4Kiu0tM! frOll the 8Qcount ballnaa a. reported bw thGl flr.tanolal institution.
1:. Entl\r the total b.1WMlW of the account Includln, Int.r..t ao.Jruad to the dIIta of ~ath.
5. ~ percent of t~ eccount thet II t8xebl. for .-ch .urvlvor Is detar.l.,.d .a follow'l
A. Thai poarcltnt ta:eN11I for jtJlnt ....t. ..tabllthed IIOr. tn.n one year prior to ttMt dececHlnt'. deathl
1 DIVIDED BV rOUL tMGElI OF
JOINT OWNERS
EM....l.l A joint ...at raghhr.d
DIYIDED IV TOtAL "",,"BER Of )( 100 .. PERUKT T~AftLE
SURV1YIHG J01NT OWNERS
in the na.. of t~ dec~t and tNO eth.r p.r.on..
1 DIYIDED IV ! (.IOJHl QWMERS) DIYIDED IV 2 (SlMYI~OftS) .. .161 )( 100 .. 16.n (llKAl!llE fOR EACH SLRYIVORl
I. ThtI pIIrcltnt tel<abl. for a...t. cra.ted within one y..r of the d4tcariant'. de.th or DC:(;OUf'Ih owned bw tM o.cMftnt but held
In tru.t for IlW'IIIther IndlvldWil(., ttru.t bIlMflalert.t.)1
~. DIVIDED BV TOTAL HUHIER Of S!JNIVIMO JOINT )( 1011 .. ~RCENl' TAKABLE
OWNERS OR lRUST aEHfflCIARIES
EM....l.1 Jolnt IICCount r"htarad In thtl n8M of tha dec;.-nt end two attllll' pflr.on. and utebllshaCI ..Uhln one v..r of death bV
t.... decladent.
1 DIVIDED IV 2 (SURVIVORS) .. .50 )( 1110 .. SO~ (TlXtILE FOR EACH SURVIVOR)
it. The MlOUf'It tNbject to ta>c Uh,. 4) i. dltar"lned by IlUltlphlne the ItCcount blllNlOa 01",. 2) by the peroent taxlbla UIM 51.
5. Enter the total o~ the debta and daduoti~' llstad In P.rt 5.
6. The.-ount tp.la (lIne 6) II det.r.lned bV utreoUna the debtl end deduction. (11M 5) frOll the MOUnt IUbJeot to tGa)( (lIne 4).
7. tntar the IiPPtcaprlata tu: Mlt, (lIne 1) '" datar.IMd below.
A. For data" af death occurring ,ftar 6/30/M. the tIIM rat.. for tr.,afer. to 1ftOU'" ar. a. folloMII
1. Oat.. of dtat~ on or aftlr 1/1/94 end before 1/1/95 tn. ratl il S~.
Z. Dltal of c1Mth on or attlr 1/119S tran.faro to tpOUM' ,,111 be tPM .t OX tu rat..
Notal Par datea of death prior to 7/1/94 tren.far. to ~.e. .rg takabl. at &~.
I. Tren...e" to Ilnul ,..ecandllntl inoludlng fether. f'IOthe,., ton. dMlghtlr, IIr.'ldchlldr.", ~-In-l...,
daUlht.r~ln.I,"', .t~lld and ~lr 1..ue Ira ta>cabl. at .IM percent (6~).
C. tr.....r. to all other. Snoludl". brother, Ii.tar. \6tOle. ftiUnt~ nephMf ami nlace .ra taM_Ia It fift..... percent (lSX).
D. if you ~ \he tax rat., pl.... specifY VQUr ralationthlp to the dtIo......t In the er.. provided.
I. The IMIOUf'tt af talC due UI,... I) h dttaralnad by IIilJltlplYlna thlllIltOUlt t.)Cabla Hlne 6) by the tl)c rate Ulne 1).
CLAIMED DEDUCTIONS "PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debta end HdUCt.\on. ara deterlllned 811 fallCMif'1
A. You 1...1h erl t.......1bl. for p.~t, ar the ..tat. IUbJeat to "lnlttnUOl'1 bV a per"",l r.,,""bUVS 11 Intufflo1ant
to pay the Mduatlbla It....
I. You M1tuallY p.ld the debt. 1ft a" duth of the ~""t and can furn"h proof of pa~t.
C. Debt. being alelMd ..at be UMilM! fulh In P.lrt 5. If Ilddltlonel spac. 1t ".tdIld, U'I pl.ln paper I lit'" M 11". Proof of
paYlMl"t ..y be r..-etad bv the PA Depart...,t af M.v......
'" ' ' "\'~:": ~ ~ "", .."
'.... i!l~O~"I1Eil~'"FUli~li":'t'il\.1 Q $.~/1AA'fI1STANcE~CONTACT .~~~~t' . ""'-
, ~~1'It. IlF WU~$M'J'j~ttI~ Oil . ,OP' RBI/BNUE DUT!IC't OF!l:,1(
$lU~~k1' :~'lJ~I('"..I~i?~~~~I.,,~,~,~~!lt~!t!n;t~f.ftlllaJUlll~~lf.,
,
C'OHttOtM!'Al nt Of PEHNtYl VAHIA
D€PA'lYME.HT OfF REVEHl.l:.
~ Of' INlltVIDOAL TAXEI
_T. t.06CI
~ISauRQ, PA 17111-..Dl
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILl!
ACN
DATE
NO. 21 '('/;n 5
9'1104316
01-29-97
TYPE OF ACCOIlNT
o SAVI_
O CH~CKINfl
o TIlUST
iii CERTlF,
tn-lIU n tn (1-"1
'97
"I
'EST, Of GEORGE W ZIMMERMAN
5,5, NO, 140-09-8216
!1 ,Pf\1.E OF DEATH 12-01-96
f 'cclthfry CUMBERLAND
Ih'
I'
Hili) 1 (I
",0\
ELEANOR Z
3806 lAMP
CAMP HIll
SOLON
POST lN
PA
17011
CI(,
Cur,
1:/\
~EHIT PA~ENT AND FORMS TO.
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAUPHIN DEPOSIT 8K I T h.. provlMd the D4lp.rt.nt with t~ IllforaUOfI lbted tM.IOtf which hu bHn u.1td In Cl.loollt!nt tt.
J),,)tMUal tllX din. ThIIlr rKord. lOOlo.t. tMt at ttwl dMth of ttMI IlbGv. ao~t} )'00 werlt . Joint owner/heMflolory of thh aceooot.
If )'DLl f..l thh Inforn1:1on II IncorrltClt, ',i.... obt.Jn wrlU... corr4WJUon frOll thtl flnwnobi IneUtuUon, .ttach . cOiIY to thh fo,.,.
end r.rur" it to the .ooVlt oddr.... Thla lMloount it bl<llIibl. In ";cordllfl<:. with tne InhtirltlMlO. Tal< lMll. of thlt C~..lth of P..",.1I1.....,hl.
~'tlonw "II be In,warad by Cl.l!l~ (~11) '~7 <&~2'.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE ~OR FILING AND PAVMENT INSTRUCTIONS
Account No. 8100656452 o.to 09-09-91
E.t.blhh<ld
Account 8.I....e. 75,000.00
P.re..,t T..obl. K 50.000
AIIOUI11 Subj..,t to Ta. 37,5DO.00
T.. Rot. K ,06
Pot..,U.1 T.. ou. 2,250.00
PART TAXPAYER RESPONSE
[!]fI'~~~~!ii1llt~![~g~~i'it~~~~!ii~~!ii,~~'i,~~!'Mf~~*Nlljm~~..MijB,!Mg,,~':'1'~~'~rli9
To Insurn pr~r credit to your ~ount, two
(l) copt.. of thh notice IlUllt &tcOllPIlt'W YlMJ,'
Ply.."t to ttt. Reght.,. of W11.... l18ka eheck
pl!lyl!ttllll tOI "R.ohhr (If Wlll1, AtJMt".
HOTEl If tft)( pflVunt. ar. IteM within thr..
(3) MOnth. of the ~.u.nt'. data of death,
YOU !tltY dedlJct . Si dllc6l.nt of thti tfl)( dot.
Any InhtlrltllnCla hue due wUl tMN:0IM d4l11nquant
nlM (9) ItM'tth. flft.r the dab of de.th.
[CHECK ]
ONE
BLOCK
ONLY
A. [ll Th. GboVIl Jnfora.tlnn and tal< dutl hi corrllClt.
1. You .ay ohoo.. to raldt pnV'"'"t tr) the Rellhtar of Wllh with two copt.. of thh notice to obtain
It dhcl)lrlt or lIyald Inhr.,t, or you ..y check box "An and r.turn thh IlOtlO. tD the Regltt.r of
WIll. 8nd an offlolal Q.....aent will bt 1..uad by the PA u.partaant of R.~~.
II. D ThII ftbova Huat hll' b..,. or will ba r..ported and till< paid with the PlIt'IOlylvlW1la Inh6rUlNlCa TfIll< r.turn
to be filed by the d.cett.nt', repr.'lWlht1I1..
C. lJ The above Infor.eUon it IncorrllClt and/or debt. and dct6vctlnn. WfJr. pllld by YOO.
. You IIUtt cOIlPhh PART 0 und/or PART ~J balow.
If you indicat. . dlff.~ent t~~ r.tap pl...~ .tat. ~our
raleUonahlp to d.t:atbnt:
TJ\Y. ON JO!NTo'TRUlPT !\!:C!:!I.I~TS
...);"..!~': .:' ;'ti~...:,;;i;;~.~~;~~:~;~;~~~~q~.'i~~:!'!
PUT
~
TAX Rf'TI,I!!N - ~"~DIJT'''n''N
LINE LOot. E.toblhh<ld
2. Account 8.1~.
!. Percent TDabl.
4, Aeount Subj""l to T..
5. Debto ..... D<lductlon.
6, Aeount Tll)(obh
7. rax R.t.
5, ".._
01'
1
2
3 X
4
5
6
7 X
a
PART
[!]
DATE PAID
!
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
~
'fOTAL l~nhr on Uno 5 of T..
~
C""""htlonl
J=-
.
-
Undor penMltl.. of porjury, I docl.r. th.t the f""t.
e..,~.t. to tho bo,t of .y knowlodge end boll.f,
[.-:./ _ -~__.' ,l
TA~~~~i~Ri~G~~itSk '
1 heve reported above are t~1 oo~~t and
HOME ( lil ) I ~ ~" j i'i'
WORK ( )
TELEPHONE NUMBER
GENERAL INFORMAl'ION
1. fAILURm TO R!l1'OHD WILl RESlILT IN AN OffICIAL TAX AlIElIKEHT .111, _II_I. Inl....t......... 1""'..11..
~Itt.. br tht fl~l.l In.tltutlon.
I. JnhlrltWMII .. bMlHe. d111I".." "1M ..,th. .ft.t the deo.-nt'f) dIIt. of dMIth.
I. A Jllnt ....." II tax_._ .wn t~ the deoec6ent', ".. .... ~ .. . _tt.r of OOftYMI-.oe.
1\. AMount. (Jncludlne tho.. ",ld Nt"""'" hu.... Wld wlf.) whlctl tM .-oeo.nt put In Joint MMI within one ..." prlDr to
..th .ra fulh tllle_.. II 'tln,'.r.,
I. ~t.. .,t.ll... Jolnth .'won hY.e.MI ~ ..H. .t. thMn MIl .nr pr"lor to -.th .r. not 'ax_I...
.. Aooount. held bv . ~t ~ln tru.' f.r~ ~ther ar ather. wr. t.~.l. fu11y,
REPORTING INSTRUCTIONS - PART
1 - TAXPAYER RESPONSE
1. ILDa( II - If thI Infor.tlon and oOllpUhtlon In tM notJu .r. corr.' Ind ~Uon' ." not bel", (lh."', PlM' WI "X"
In bl_ ..... of Plitt 1 of the "Tlxp'wlIr R.IIPO".... 'MUon. SIWl two C1opl.. Met ItUbIIU thell Idth jlCH,lr tlhttAt for thl .-unt of
tax to the R..ht.r nf Will. of tM oountv Indluted. "'* PA DepertMnt of RIVWllM ..111 I.MM It1 o,U,ol.l n'......'
(FOrti Rl::V-1Ma DO upon rlHlI.p, of Ute r.turn 'rOIl the Jhttlht.r n.f wnll.
1'. aUla:. ~ If tM ....t IIPtCIlf!M on ttdtl notlo. ~. b.." or ..U1 brI refl'Ortad Md tlUC ~Id '11th ttMt """l';'lv.nte InherltMM
TIlM Rilturn fll.d by tt. MeMent'" r.,r'J1lf\t.tlv., ,.lao. ." OOX'. In bloct( "I'" of Purt 1 (If ttMi tryaxplnr RlIlIJtOn.... 'MUon. Sign 0fMI
oo,v end return to ~ PA u.,.rt-.nt of R.v~, lur..u of Indlvl~1 TIM", Dept 1IQ'01, "-rrl.nurg, PA l11ZI-0601 In tM
enyelopt prowldld.
5. IlOCl( (: ~ If ttM notle. Infor..Uon 11 Incorf'lHIt Md/or dIduCltlon. .r. being Cllll-.d, cn.ck blOCJtc; "C" 8nd cOIIPI.te P.rt. i!: and 5
MClordlnt to the In.t,.uctlontl billa... Sign two copl.. and .ubIllt t"- with ~our chlook for nil IrIIOUnt of tlUC peay.l. to the R..htlr
0' Willi of the COl,Mlty Indlc.1:.d. The PA o.pllf'tunt of tl'\I~ ..HI IsSUI Nt offlul.1 u......"t (Forll \lEV~154a EM) upon rlOlIllI't
of tt. return frOll the Rlfl.tlr of WHI..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r thl d.t. the IW1COl.M'\t orlllncllh "" ..trlbllshed or ttUIId In thot nnntlr ed.tlng at datil 0' ~\.th.
HOTEl For I dec.dent dying .ft.r 12/12/82, .caount. which the decld~t put In julnt n~. within one (I) y..r of ~th .r.
t.x-blll fullv II' trln.f.r.. flow.v.r, th.r. Is 11I'I .xc:lutJon not tn IMc..d n,ooo "111' trltl,.hr.. r.gtlrd.... 0' the velu. of
tt. M1Count or thl ~r of account. hlld.
If . doubl. I.terllk (....) app4.rt before your flr.t ~ In the eddr... portion of thl. notlc~, the .5,000 aMolu,lon
alratldy he. bMn deductad frOll tM IHlcooot blllenc. III report" by the flnancl.1 In.tltutlon.
2. Entar thtl totll Mlanoe of thtl account Includll'tll Inter."t 1I00I'!JId to ttMl dIIte of d..th.
~. Tha parelN'lt of tM account thllt Ie taN able for 'lK"n lurvlvor It dlt.r.lned .. follow. I
A. The percent hMlIbl. for joint ....tt ..tllbllthed lOr" then OM y.ar prior to the d~ecMnt't death,
1 orVIDED IV TOTAl NUf18F.A OF DIVIDED BV
JOINT OWNERS
EM8IIfIIII ,., joint I..d rqhtered In the nlNl. of
TDTAl frU1aER OF M
SURVIVING JOINT OWNERS
tl'Ml d4H:'Mnt and two other
100 . PERCEHT TAXABLE
perlon..
I DIVIDEt: BV 5 (JOINT OWNERS) DIVIDED IV 2 (SURVIVORS) . .1'1 M 100 . 16.7X <TAXABLE FOR EACH SURVIVOR)
.. The percent t.lClIble far ....h creatlNl ~dttlfn one y..r of ttw c41cHtwt,', def;th ar ecoOlA'lt. 0l0fntId by the cMcedent but held
In trult far enothlr IncHvldunH.) (tru,t ben.flalarll"):
1 DIVIDED!V TOTAL hUHBER Of' SURVIVING JOIHT
OWNERS OR TRUST BEfEFICIARIES
M 100 .. PERCENT TAMAllE
[MlIlIlPla, joint ItCcount reghhrec:l In the n.. nf tn. decedent Ilf'Id two other par.on. 11M ..tllblhhad IlCIthln one vaar of dI.th bv
tt. dHldent.
1 O[\llbfD IV Z (SlRVIVORS) . .JiQ )( 100 .. SOiC (TAMABLE FOR EACU stMVIVOfU
4. TIMl MOl.Ilt lubjact to taM (lIn. 4) It d.turelnad by Multiplying th41 ft(leouM blllllnCl, (line iD by the parolC'lt to"ll ClIM 5L
S. f.nttJr the total of the cWJtt and daduction. Iltt~ In Part 3.
6. Th:. m.,I..."'l't tCll:bl~ ~llM fo) 10 doter!J!ln~ h, nrt..t!~t!~ thor ~!'h'I:~ .,.~ d-.:'ll.,tt~t "11'\" '" frl)Ot the MnUnt ..Ib~~t tn ta)l {11M 41.
7. Ent.r the cpproprl.t. taM r.te (11~ 1) a. det.ralned ~low.
A. For det.. of ckllth occurring .fhr 6/30/'M, the tax r.t.. for trentf.,.. ta spout.. ara .. followtl
1. Data. tlf death nn or lifter 111/94 end bdara 1/1/9S ttM rat. It 5:(.
2. DIll.. of delth on or .ft'l" 1111'S tren.fa,.. to ~... will be to:ld .t OX hM ret;a.
Hot.l Far data. of death prior t3 1/1/~ tran.far. to .pou.., Ira tnxlbl~ at 6~.
8. Trauf.r. to 11,..1 cHlwcandMh IrlCllucHng fathlr, IOth.r, .on, dl,ught.r, yrendchlldrlN'l, Hn-In~l...,
dlulht.r~ln-l..., IItepohlld and thalr I.IUI .rl taMlbll at .IM ~rr.'"t (6Xl.
C. Tr....f.rl to ell ottlar. Including brother, .ltt.,., ur.cla, IU"It, naphw and nlace Irl tlldbl. lit flft.., ".rclI'lt US10.
D. If you ohM.. the t.M r.te, phil" ~lfy vo.ur relatlonttllp tu tM dKrHent In ttll .,.11 provided.
e. ThI ~t. of ta)l dull U1M 8) It dlt.,.llned by IlUltlplylng 1:hI MOUl"tt tllMebl. (11M 6) b~ the tax rat. (11". 7).
ClAIMEO DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
AlloweDl. dlUt. Mnd deduction. .r. det.relned a. follow.,
A. VOU I...lly Ir. ra.,on.lbl. far ,.,.."t, or the ..t.ta fUbject to adllnl.tr.tlon b~ a par.unal repr.tent.tlvI I, InlUfflolant
tu PlY the dIduotlbla it...
I. Vou actually plld ~ debt. Ift.r dIIlh of the Decedent end can furnl.h proof of p'~nt.
C. Dabt. IMInA 0101... au.t M it.bed fully IiI Pert J. If IddltlOMI tPIKl. Ie nMdId, u.a plain paper. llZ" M 11". Proof of
~t _y ~ requt.tld bw the PA Depart.."t of R.v.....
. W'X> iCii....../<Ttl\X""'fll.Ill\IJXSTANClti...iCii?i
....... .. .......iV;~;,:,1~;'U!V(lU NE..Ii;I"UIi~~~lil.r1ffJ.~AtUllllR~$$1$TANC~ /C(lNTAC:l.f\f1'{:1
;;;;~;:;)1~;1i';::di'!lJt~!fH~(:~I(jf€ku~~'I!r4~tvi\(j1;~I~~~~~\\l'~A~IRl~IQ~Clll~fJNm
;i~;iH~"R~~'9~~r~1~1lr.~1..'~~1.i,1~,";;~l.,;I;;,~1~f~~~~ <~~~~!~!rl~rM~~
COMMONWf.AlTH Of PEHftSVlVANIA
DEPARTMENT Of REVENUE
IURfAU Of IHDIVlUUAl lAKES
nEPT, Za06D 1
HARAISIURG, PA HUt-OllOI
.
INFORMATION NOTICE
AND
TAXPAYER RESPOHSE
r,'{ ,
."
FILl! NO. 21 .,) :,:1 r,
ACN 97105855
DATI 02-22"97
TYPE OF ACCOUNT
[J SAVINGS
[J CHECK 1 Nfl
[1 TflUS T
IXJ CERTlF .
IIv.ltun I" H."I
I,:,
\ 1;11
t$T, OF GEORGE W ZIMMERMAN
S,S. NO, 140-09-8216
,'PAJ~ OF DEATH 12-07-96
I 'CdtiWTY CU~lBERLAND
V/ :d.ll 111
elEANOR Z SOLON
5806 lAMP POST LN
CAMP HIll PA 17011
GIll',
CUr-\.
r1
",1'/\
REHIT ~AYHENl' AND fOR"' TOl
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HARRIS SA\fntoS lANK hu prO\llOd tha D~.rtHnt with t~ lnfol'.at:on ll.tad balow which tl" bun u..d In ulcullttlng the
pot.nU.1 hx du., TI~lr r.oordll lndhllt. th.t .t the daath of thl aballl dloacMnt, you w.r. . joint own.r/blt/\aflct.ry 0' thh account.
If you f..l thh InforaaUon h inoarract, pi.... oahln wrlttWl corr~tlon frot the flnnnct.l lnttltutlon, .ttll'(;h a CDJIY tothh 'or.
"~d r""'Il"'" It t,. ....., ....,"',,'. P<frl".,,~, 1.,1. ow.~:""". '" h"!..t-\fp In t':":,,,rde",,o ~fl.th .~<' Y~~'Jrlt!ln':'C T'l~ 1::',11 t'f ~!~., r:-f..'.,.-~~!~..I":",,- n.,n!"lI~I\!~~lft
ou.ltlona ..y be ~'Wlrad by call1na (117) 117..521,
COMPLETE P~RT 1 BELOW ~ ~ ~ SEE REVERSI! SIDE FOR FILING AND PAYMENT INSTRUCTIONS
---
Account No. 31-15"153130 Date 03-07-95
~.tlOblh,,"
Acoount B.hn". 90,. 07f.. 71
~.r".nt T..obl. K 50 . 000
A....unt SubJ..t to T.. 45,037 . 36
T.. R.h K, ~, II' Iii I' ", ,-}.5'O', '{,
~ot..,t1d To. ou. 6, 755 , 60
~ART TAXPAYER RESPONSE
[] l'AI"UII"1,(I."~!'~!',1l~~!t.b1l~U~ri~".' .~".i(l'fl~.,~~:,.~~~~~~~ .~'.~~'l'~X'.,~CI!.., .1
A.
To Inlura prop.r or.dU to your KCCH,.lf1t, two
(2) copl,. of thh notlc. MIlt ItCCOIIP8ny your
paYHnt to the Rlehter of Willi, Hokl check
payabl, tOI "Rttlll.tlr of WH1., Agant",
NOTE: If hK pll)lnot. IIrl nidi within thr..
(3) IKH'lth. of the dlcltdtlnt'. Oftt, of Math,
YOU aay deduct. 5;( dhcount of the tal( do,.
An)' lnheritancI tftl( due will bMO" delinquent
nino (9) ItOOth, aft.r the date of d..~h.
[CHECK ]
ONE
Bl OCK
ONLY
o The! IIboVI l"for"UCln and tell due I, corr"ct,
1. You "Y choo.. to r..it pIV.."t to the Aaght,r of WillI! with two cOfIJu of thh netlce to obtlln
a dltCOlMlt or IIvold lntar..t, or you ..y chick 00)( "A" Ind r.turn thh notica to th. RIgl,tl" of
Wlll. and Itf'I offlol.l ...IIII,*,t .,111 b, IlIued b;t/ the PA (kpart..nt 01 Rlv,nutl.
II, 0 The abCVI u..t hilI bien Dr ~1l1 b, reported ttnd hI< paid with the P'nIUytv.n~a Im.rltlmt:e Tal( r.turn
to btI flhd by the decld,nt', rllP".'flntaU\la,
C. gnla aboll. Infor..tlon 1,.J,ncorr~t and/or d.bts and deductlonl w.r. paid by you,
"'00 llU.t oapl.ta PART ~ and/or PART ~ balc."
If you Indlcat. . dtff.r~nt t~x .rat.,pl.~;~.l.t. your
ralatlonship to decect.ntl 1)11J.2~l..Ll.._______.__
~ART
!!J
'AX itl'.'OJKN . l;UI'II'UIIIHUN
LINE I. D.t. E.tlbll.hod
2. Account Bal~a
S. P.,.c~t Taxabl.
~. ~t SubJ..t to T..
.I. Otobto one! DoduoUon.
6. AMOUnt rax.ol.
7. ".1< Rate
e, T.. ou.
: : : : : : : : : : ~ !: ;,
Ilf'FlctAlOSEONlV. flAP;
"AIlEPARTHENTOF REYENUe . ""'!!
IIf lAX IIN oJU1Nr/TRUffl
1 ',,; I' /. \/',
2 1 'I f I I'L / I
{' . ('I
5)( , 'l,> ,(,
~......!:...:i.1t. ('; I S (
s - ~ ,'.', '>I ?~
6 *; '! ~ ',', -V 3
7)( {,tIL,
a J')}',I, ';(1_
ACCDIINTS
PAD
1
~....,.....
:- :
"~,,:,:', S
":',,', "6
, ,',:',1'...
8_
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PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
-
PAYEE
DESCRIPTION
AMOUNT PAID
0) '~,
I I'
(, ,{' '/lJ ;11 ( " I ,'..v. ,'/ ,,\
,t.;, Ir'A.)' ,Ill "Jlf(;
J/1I f "I;,',,' ';/i I', ,1
II/t)/v' '.J)/,t, 11/4 '/,'1'" 1'"lil
i}, ./ i I.
') "III. (, ,,5
---Lo,t n
Una,. panalUa. of p.,.jyry, I daClla,.. that tha fect. I
oOIJP1..ta ~c the btI.t of .y knowledge IW'\d balld.
,'. ii, __, ,I,."
./.'f',) 'ft.,1 .J;...{(\\..
TAXPAYER ~IGNATURE'
haY. r_P'Or,tact aboya ar.
HDMJ (II I ) 7:)
WORK ( )
TELEPHONE NUMBER
. 'J I,~ j,t; \
true, cDrrect and
TOTAL (Entar on Un. i of Tax Co.puta ion)
\; '1"1:'
GENERAL INFORMATION
1. FAIlUltf TO "ESPOND WILL RESULT IN AN OHICIAL TAX ASSESSHENT w1th appllnabl. Int.r"t blll.d on InforlQtion
lubIlltted by tntl flnlMlt.l In.tllutll)fl,
t, Inh.rlt.nu tl.. *OMI dfllnquw,t nlM IWnthl IUllr the dICIUnt', dll, of d..U.,
~, , Jotnt MCCount S. tftK.b18 _v~ thoueh ~h4 dec.o.nt', "... ~.. ~ '1 . ..ttl,. 0' ~onYenlano..
lit. Aocounh (InCllucUne tho,. held "t~ hlilbend Al"Id wUa' whlnh the _.ant put In joint MMI within onII VIl.,. prior to
de.th .t. \'Iulh tlllebl, D' ItWl.,.r.,
.. Accounh ..tMlh~ jointh NhHII" hu.bWld Wld wif. IIOr. then one ,e.r prior to d..th It. not tlnbll.
6. AOClOWlh Mid bll . dllClldent "In trult 'or" IW'IOth.r or other. .r. hw8bl. fullv.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONS~
1. .LOCK A . If tM Infor..Uon end CCIIlputllt10n In the notlCI .r. GOrtKt ~ Ndulltlon. ata not baing (ll.t...., plHI .., "M"
In block ft... of Part 1 of thl "',lIplvlr R..pon,," u<lUon. Sign two copl.. end .~1t tr.. wUh your Meok for IhI IIIOUnt of
ta)C to the Aqhtlr of Willi of the tounty Indlcltld. 1h1 PI. n.,..rtHnt of Rlv",,,, wll1 tuue __ offlol.l ......Mnt
(For. REV~15'" EX) upon r~.lpt ,)f the r.turn frOll thtl Reaht.r of \.1111..
2. SLOCI(. - If thl ""It .pltClJfled on thl. r.otlce hili be." or will be rlported W ta)C paid with thl Penn'Ylvwdt (nhotrlttne.
TI)C R.turn fllecl by the dKodttnt', ...pr..entaUvI, plltu ... "1(" In bl~k ..... of P.rt 1 of the "TIIlPIY'" A..pon.... potion. Ilan ane
COfI:'I wMt return to thl Pl Dep.rtHnt of Rf;VllnuI, aur.1IY of Indlvldull TI)C.., Dlpt 210601, H.rrllbUra, PI. 1712'~0601 In the
ennlopll "rovlOod.
:'I. .LOCK C M If tht l'tOt1v. Infor'ltlon II IncorrlJOt Itnd/or dlductlon. erl belne elalNd, ehlde block "C" end C1M1Fhtl Part. 2 Md1
:t(:c~:-:Hn; te th~ 1",,~rUCltlo,"\1f tlIIUt;, Slur, hl~ ceria. ft"d cu"'s:1t: .holl' HUh ~~\J" e".('~" t""r ':~O ...~.,... .,4 t:w--: r.}""". t'" "'h. O"Oht"'..
of Will. uf the county Indtcltitd. TM p~ O'Plrt.."t of Rlv'~ wlH I..ua en official ......Nnt (For. RfY~1541 f)l) upo" rfKlllpt
of tne return frot the Rl1Iht.r of Wllll.
TAX RETURN - PART 2
TAX COMPUTATION
LINE
1. Entlr thtl d,tl thl lICIiCount originally ~.. a.tlblllh4KI or tltlad In thl IlfVMIr 'Kllting It data of death.
HOTEl For. dtcJHent dying .ftar 121121821 AccGoUntl which tht decldent put In jotnt neH' within onl (1) y.ar of M.th are
ta)(8bll fully .1 tr"'lf"l. Howev.r, thar. h an 1)((111.11100 not to II'I(CIIO U,OOO par trenlflr.. r...rdhll of t.,. v.lU4l of
t.,. ICIClooot or tM '~r af fIClcount. Mld.
If I doubl. .,tarlak (MM) .,.p..r. bafor. your flrlt n... In the '"'dr... portion t.lf thll notlCI, t.,. n,ooo .)(olutlon
alr.1dy ha. bMn cMdu<:tlld frOlt tne ecc~t balanc. II rltPorttd by tM financial InlUtutlon.
.2. Entar the total b.lWMl. of thl aecoont Including Int.ratt IIQcrutd t('l the do!It. of de.th.
S. The p.runt of th. IICCount that II ta)Cdll. for ..ch 'urvivor h dtIhralMd '1 folluWl1
A. TM pltrcant t')l(lbl. for joint ....h ..tlblhhtd IKIr. thWt on. Yllr prlol' to t.... decltdant', dnthl
1 DIYIDED IV TOTAL ......llR Of
JOINT OWNERS
E)l(.-plol A joint ....t rftlJllhr~
DIVIDF.D IV TOUI, tAJKBf.R Of X 100 .. PERCENT TAXA.LE
SIIP.VIVIHQ JOINT OWNERS
in thO n... of thcl \M!ced..,t and two aUI" p.rlonl.
I DIVIDED IV 5 (JOINT OWNERS) DIVIDED IV 2 (SURVIVORS) . .167 )( 100 . 16.7~ (TAXABLE FOR eACH SURYIVOR)
I. Th. ".rcWlt i:IIlMllft for ....tI craa1:td within on. ya.r of th. dle.dant'. d..th or IIccounh oW\'lld by tha dtcld6nt but Mid
In trult for another IndhddU.H.) (tru.t beneflel,rlll)1
1 DIYIDED IV TOTAL NUHIlR (~ SURVIVING JOINT
OWNER$ ON TRUST aENEF ICURIES
K 100 . PERCENT TAXABLE
Ex..-pll1 joint KCount ",lIterad In ttMI "IMtI of the d.cad.nt end two oth.r parton, Ilnd ..tltbUm.d Nlthln OM y..r of ..th by
the dtH:act.nt.
1 DIYIOED IV t (SURYJV0R5) . .50 X 100 . SO~ (TAKABLE FOR EACH SURVIVOR)
4. TM IMIOUnt .ubjlClt to ta. Olna If) 11 dthr.lned by 1IU1tlplVlng thl lKlCoont balllnO' ClIna 2) by thl perc..,t tl)Clbla (11ne I).
5. Enter thl totll of tha dMh Ilnd dlduc:tlon. U.t.d in Plrt S.
6. The IttOU"It tuabl. (lInt 6) It dlIt.tllned by 'ubtrllCtlng tn. debt. and MdUc:tlon. (lIne !II tra the.-ount .uttJlOt to ta)C I...I.....J.
7. Ent.r the ~rtlPrl.t. t'll t.t. ClIM 7J II datlralned balow.
110. For dat.. of ..th occurring after &/50/94, tt~ t'll I"at.. for trlltl.flt. tu ,pou... are .. follow, I
I, Oat.. of death on or .ft.r 7/1/94 Itld D.forl 1/1/95 the r.ta I. IX.
I. Oat.. f)f de.th on 01' IU" 1/1/95 trWllf." to 'pou... will b. t.,,(l,d at Ole tal( rata.
Notll For datil of death prior to 7/1/94 tran.far. to ,pau... ."1 tlMobl. .t 6A:.
.. TrWtlftlrl to lIne,1 dele.,)(tanh IrtOludll1O fettwr, IIOttwlr, .on, dflUght.r, grlllndchlldrWl, lon-In-I...,
dtueht.r~I"-l.w, .tapohlld and thalr II.~ or. ta)Cable .t .111 perclnt (6ZJ.
C. TrWtdarl to .U otherl Includlna brother, .lttlr, unclll, IlUnt, na~w and nlac. arl tUNI' It flU"," Plrclnt CU;'C).
D. If WO\.l chMte the tax r.t., pl.... ~1fv your relltlon'hlp to tM dto(lldtnt In thl ".. provided.
I. Thai MOla"it of tl)C tkM (line 8) .II dttar.IMd by ...1tlplvlna th. MOunt tB)Cllbl. (lIM 4) by thl tax rata (IIna n.
ClAIMEO DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. ~t. and deduction. .ta d.t.rulned .. follow.:
A. Vou lalllh It. ruponllbla fur p8l1Hrlt, or the uteta .ubJact to .dIIlnlltr.tlon bv I plrton'l rapre..,t.UlII h In.ufflelant
tet Pili thl deductible It....
B. Vou lKltUllly pmld the debt. ~ft.r de.th of tne dle.d.nt and can furnl.h proof af p.YItItlt.
C. Dtbtli balnt clIlMd ....t bt It_had fully In Part 3. If eddltlOMI IPIllClI 11 ~, UN plain p..-r . 1/2" I( U... Proof of
pay.."t "'11' be requa,ted by tht PA Dapartllent tlf Aavanua.
,,' '"" > " ., '.". TAXPAYER ASSISTANCE
>< IF, YOU NEED f'URTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WIllS. PA D~PARTMENT OF REVENUE DISTRICT OFFICE
OR CALL TIlE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
!,'
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PURPOSE OF
MOnCE I
T~ fulfill thl rlquir..ent. of $Iotlon tl~O of thl Inheritance and Elt~tl TIM Aot, Act 21 of 1995, (12 P,S,
SHtion 9140),
OltlKlh thll tOft portion of thh NoUel and lubelt ~Uh your pev..nt to thl Regllhr of wl1h printed on the
river" .tde.
_. "akl OhlClk or IIOnev ordlr PIYlIibll tol REOISTER OF WILLS, AOENT.
PAVMENT 1
REfUND (~) I
l refund I)f a tl)( frlldlt, whioh 1411 not r.qulltld on th. taM r.turn, lIIay bl r,quI.ted by cOMPlltlng In "ApplloetUon
for Aefund of Plrm.,ylvlnla Inharlt1noe and Et;tatl TIM" (REIJ.UU). AppllcaUonll ere Iyallabll tit thl OffiCI of
the R..i~t.r of will., any of thl 2~ RIVlnUI DIstrict OffiCI' or by calling the spaclll 24-hour answlrlng .,rvic,
nulllblrl for foru ordering: In Plnn.ylvanh 1-800.~6Z-2050, outtldl Penn'Ylvanle find within lcclIl
Herd.burg IIrl' (117) 781-ao~4, TOOl (111) 77Zo-Z2S2 (Hllarlng IMpairlld Only),
OIJECTlClHlil Any party In Intlrut not .etl,f1ed with thlil appraislMent, alloWIl"lU or dhello~lIn(l' of dlductlonll or' a....u.nt
of tlM (IncludIng dhllnunt or Int.rut) &Ii shown on thh HoticI 1l8Y abj.ct within flhcty (60) dtlYI of rlc.lpt of
this NoUe' b~l
-.writt.n protl.t to thu PA DIPllrtunt of Rlv.nuo, Board of Appuls, Dlpt, 281021, ~tflrrhburll' P'\ 17128MI0211 OR
nll.cting to have the 118Her dlhrllin.d at the elldlt. of the I!Iccount of thll per.onal repruClnhtlvI, OR
--applal to thl Orphanl' Court
ADt1IH.
ISTAlnVE
CORRECTIONS I Factual .rrors dlscov.r.d 6n thls atSew5.e~t should bl addr....d In wrlt1ng to: PA DepartMlnt of R.vlnul}
lIurlltlJ of IndhddUIlI Tl'M", IITTHI po.t Auu,..nt RlIvlew Unit, DEPT. 7.80601. Hard_burg, PA 17128.0601
Phomt (1171 1117-6505, SIll pa,,1 5 of the booklet "Instruction. far InhllrihmclI TIIl1 Rlturn for a Iluldlnt
Dlc.dent" (REY-lS01) for an 'lI~14netlon of edll\nlstratlvllY corractablll .rror..
DUCOUNT I
If Ilny talC due 11 paid within thr" (5) cal.ndllr lIIollth_ after thl d.cadlnt's death, a flvl perclnt (5%)
dllcount of the taM paid h allow.d.
I
!
PEHALT'f1
The lS:.c te1l MI"I.ty non-participation p.nalty II COIlPutec on thl tobl of the talC nod interut ..IIUld, 1M not
paid h.forl JanuarY 16, 1996, the flr!llt daY l!Ifter th. end of the hIC nn..h "triod, Thlt non-pertlc1peUon
p.neltY is appealable in t~ 'l!I.1 1l8nn.r .nd In the the .a.. ti.. perIod al you would appeal thl tall and lnt.rllt
thllt hilt b..n .".....d .. Indlcatlld on this noUce,
)
INTEREST I
Jnter..t 11 Cl\aru.d blginnlng with ftrlt day of d.llnqu,ncy. or nIno (9) .onth' I'lnd one (1) day
fro. the dati Hf death, to thl date ~f pay..nt. Telle' which b.ca~' dQllnquant b,forQ January 1. 1982
b..r lntarut.t the r.te of 11M (6%) perc.nt p.r annuli calfJulatad ~t a daUV r8t. af .000164,
All talC" whlC'.h b.cY' daUnqulnt on or nft.,. .Ienuary 1. 19"Z will bIer Ir,terut 8t a ,o.t. which will vary fru
callndar y.lr to cftl.ndar y..r wIth that ratll 8nnouncld by the PA D.part.ent of Rev.nu.. The app11c.blo
'nhrest rat.. for 198Z through lq91 url!
V..,. Inter'lt Rat. Dally tnterest Factor 'I'1.r Interllt Rate DailY Inhrut Factor
--
198Z 20;': ,(,100548 1981 .~ .000241
1981 16% .000456 198f1-1991 11% .000101
1984 ll;': .1)00101 1992 I,;.: .000241
1915 U:.: ,000lS6 199~-1994 n .000192
1986 10% ,001l214 19c,t5..1991 'X ,000241
-~l"tlf'aat I. calculat.d a. followl1
INT~REST . BALANCE OF TAX UNPAID K NunDER or DAYS DELINQUENT K DAILY INTERF.ST FACTOR
--lnY NoHel hluttd .ftar the taM beeo.e. dtdlnqy,mt will r.fl.et an Interut c.leulaUon to HUlllnllS) dive
b.yond thl d.tl of the flu,n..nt. If paYMlnt II lIadl nlt.r thl Int.rut COllputation detl .hown on the
NotiCI, Icklltional Inttllrut IN.t b. calculahd,
PURPOSE OF
NOTIC!::I
PAMNTI
REfUND (CRh
0n :0
\c.1 ~:) C.'i ,
~,{1' -I ,
?'~
\J
-::u
.....
J',
"0 (if
~J (I
.'.
"d';,;, ,'.;'J
).>;'"\ S>
To fu1f1l1 the rltitulr'.enti of S.otlon 2140 of tnt Inh.ritance and E,hte Tax Aot, Act 21 of 199&. (72 P.'.
hcllon 9UO).
Detach thl top portion of thl. Notlc. and ,ubllt with your p.y.ant to tha Rtglttlr of Wille prlntld on the
rav,,',. .Idti.
~" Hilke chlilk or .oney order pIYlb1e tOI REOISTER OF WILLS, ACENT.
A r.~und ~f I tlx or.dlt, which WI' not r.quetted on tha t.x return, ..y b. requ.,tld by c~.,letlng In "Appllc.tlon
for Rlhmd of PIM'YIYtnla Inhlritancl .nd Estatl Tax" (REV-nUl. application, are IVlIIU,bl. It the OffiCI of
thl Ragl,tar of Willi, any of thl 25 Rav.nuI Dlatrlct Of,loI. or hy c.lllng the 'PIOIII 24-hour an,wlrlng I.rvloe
~Ir. for for.. ordlrlngl In Plnntylvanla 1-800-56Z-Z050, out,ld. P.nn,yI".nll end ~Ithln 100.1
Harrhburg .rn (711) 787-8094, TOOl (717) 77Z-2252 (HurlnD I.palred Only).
DIJECTIOHRl Any plrty In Inter.it not ,atlaflld wIth thl .ppr.I....nt, .llow.nol or dl..llowance of d.ductlon. or .'......nt
of tlX (Inoludlng dl.count or Intlrl.t) .. .hown on thl. Notlc. .ay objlot wJthln .Ixty (60) diY' ~f receipt of
thlt NoUol bYI
uwrltt.n protl.t to the PA Ol,..rtlllnt of RIyenu., IIolrd of Appeals, DIP\' Z810zt, H.rrltburg, PA 1712e~1021, OR
.-.l.otlno to havI the .attc.r o.t.r.ln.d at the lualt of tha acoount of the p.reonal r.pr...nt.tlv., OR
--appa.l to thl Orphan,' Court
ADKIN-
ISTRATIVE
CORRECTIONS!
DISCOUNT 1
PENAL TV!
INTEREST!
Factu.l arror. dl.ooy.r.d on thl. ........nt .hould b. addrel..d In writing tOI PA Oepartll.nt of R.v.nu.,
Bur.au of Individual rIXe., ATTNI POtt A.......nt R.vl.w Unlt, DEPT. Z80601, Harrllbur~, PA 17128-0601
Phone (117) 787-6505. S.. p'ie 5 of the bookl.t "In.tructlon. for Inhorlt.ne. T.x R.turn for I RI.ldtnt
Olc.d.nt" (REV-1501) for an expl.ll.t.\on of .d11lnhtr.tJvoht oorrectable error..
If any bx due h paJd ",Uhln thrllll (]) oalllnd.r lonth. aft.r 'the dlo.dont'. d..th, . fiv. poreent (SiO
dhoount of thl tax paid Is aUow.d.
Thl 15if. tllC .lInuty non-pl:lIrthdPtltlon plnalty 11 colltPut.d on the tot.l of the hx Ind Intaro.t .......d, end not
paid b.for. Januarv 18, 1996, tha flr.t day .ft.r the .nd of the t.x aan..ty periOd, Thl. non"p.rtlolpation
p.nllty I. applallblo In tho .... ~.nnor .nd In the thl "~a tJ.. plrlod .. yOU would app..l tho tlX dnd Int.ro.t
thet hat betn .......d a. Indlc.tod on thl. nctlca.
Inbr..t h chtrg.d boglnnln~ wJth Ur.t day of dlUnquonov. or nln. (~) Iantha and on. (1) dlv
froll the dlt. of dnth, to thl dfltl of paltllln\' Tax.. which b.o..e dlUnquent hQfor. January 1, 1912
b..r Interut .t tM rat. of .be (6%) pore.nt plr .nnUll calculat.d at " dally rate of .0001".
All taxlI. whloh bee.lt! dellnqu.nt on or .fbr January 1, 1982 will bur Int.rut lit a rate which wlll very froa
o.l.ndar yo.r to cal.ndar v.nr with that rat. tnnounetd by the PA Daport..nt of Rov~. Tha IPPl1eabll
Int.r..t r.to. for J982 through 1997 arll
V.a, Inhrut R.tt OaJ 1y Int.rut ractor
VOllr Inter..t R.tl Ullly Intarllt F.etor
1987 9< .000~47
1988-1991 11% .000301
1992 9< .000247
1995-1994 n .000192
1995-1~97 9% .000247
1912
1915
198~
1965
196'
-.Int.rl,t
20%
16%
11%
13%
10%
h ealcullltld II
,UUU~411
.0004311
.1l00301
.000356
,000274
follow'l
INTEREST . BALANCE OF TAK UNPAID X NUHBER Of DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlel l.nUlld .ft.r the taw bleo.l. d.linqulnt will r.fl.ot In Int.r..t c.leulltl~n to fifteen (Ii) d.v'
b_yond thl datI of the u.III...n\' If plly..nt I. IInd. aftor th' lntlrut I'lo..puhtlon dati ahown on th.
Uotiet, ItddJtlonfll Illt.rltt lIuat b. c.lculated,
PURPOSE Of'
NOTICE I
PAVKENT I
REFUND (eA);
go. . :JJ
--" tl' \0 ~n ~li
-'.\
im
'CI
:-ei
...
,e:-
'!)
r'-J VI ,.
:ij' "
',d
...
To fulfill the r.qulr...nh of SICltlon 211\0 of thl InlwrJtencl find Eltett, Tel( ,lot, Act 21 of 1995. (12 P,S,
SIOtlon 91"0),
DotKh thl top portion of thh NoticI end tub,1t with YOUI' ply.."t to the RIglthr of Will, f:lrlntld on the
r....or.. tide.
~. Hake oheck or IOnlY order payable tOI RECISTER OF WILLS, AOENT.
A I'lfund of . tll< cr.dit, which was not rctquI.ted on thl tlUl: return, ..y b, r.quI.ted by coepleUno en "APplloation
for R,fund of P,nn'Ylvlnie Inherlt.nel and E,t,t, TIIC" (RE~~1311). Applloatlon. ar. Ivallabl. at the O'flcl of
the Ragllt,r of Willi, any of th~ 23 R.vlnul Dlstrlot O"lc,. or by oal11ng thl .plclal 2ft-hour an,wlrlnt ..rvlol
nu.b.r. for for.. orderlngl In Penn,vlvon!, )-800-362'2050, out,ldl Penn'Ylvania and wlth!n loeal
H,rrl'burg .ra, (717) 781~a09~, TOO' (711) 772-2252 (Haarlng IIp.lr.d Only).
OB.n:CTIONSI An)' party In Int.rl,t not "U,fled with the apprals..ent, al1ewanc. or dls.l1owanol of deduotion' or ........nt
of tell (lnoludlng dhcount or Inte,.,t) 81 .hnwn on thh Notice .ay obJlHlt within Ilhcty (60) day, of req.tpt of
thh Hotie. bYI
--wrlttan prot..t to thl PI. Dapart.lnt of Rlvenu., Board of Appealt, Dept. 281D21, Harr1lburg, PA 11121~1021. OR
~~.lIcting to havI the ..Ue" dtit.ndnld at th. audit of the aCClount of the perianal repre,.ntativI, OR
--eppell to the Orphan,' Court
ADHIN~
ISTAAlIVE
CORRECTIONSl
DISCOUNT 1
PENAlTYl
INTEP.ESTl
FICltual "'rrorll dllcover.d on thh alllUlllnt should be addr'lIlld In writing tOl PA Oepa"tllent of Revenue,
Bureau of Individual TaxII, ATTNl POlt A.....Il.nt R.vilw Unit, OF.PT. 210601, Harrhburg, PA 17121-0601
PhoM (117) 787-6505. S.e page S of th" bookllt "In.truetlon. for Inherltanol Tax Return for a A..ld~t
Oaoldtnt" (REV-1501) for an axplanatlon of .dlllnl.trativaly oorr.ctabla .rror..
If eny bx due h paid within thr.. (3) calendar lonth. aftlr the deolda,..t', dnth, a flva parcent (5:0
dt.oount of the tall paid I. allowed.
The 15:< t,x ,.nllty non-partlolplltlon p.nalty II cOlput.d 011 tho total of the tax and lnt.rllt ."'....d, end not
paid b.fer. Jlnu.ry 18, 1996p the flr.t day aft.r tho end of tha tax ..n..ty pMtlod. Thl. non-partJcJp.ttan
p.nalty I. app..labla In the ..... lann.r and In the Ul. .... till. plriod a. you would appeal the t.x end lntlr..t
that hi' b..n a.....~ ,. indieatld on thl, notlc..
Inter..t " ehllrgld big Inning with flrlt day of dal1nquency, or ntne (,) lonthll and on. (I) dlY
frol tn. d.t. of death, to th. date of pay..nt. Taxe. which beel.. d'llnquent b.for. January 1, 1982
bltr tnt'tllt at thl rata of .IK (6iO p."c.nt p," annul ca.lcuhlted at a dall~ rete of .000161t.
All taxa. whlc:h bacH' dtll1nquant en or after January 1, 198t wJll bear lnt.rut at .. rata which will vlry frOJl
ul.ndIlr y..r to callndlr YlIlr with that rate ~nnuunc.d by the PA O.part.ent of R.venu.. Th. applloabJe
it'ltlrut rotlll for 196,2 through 1991 ar.:
Va.r Interllt Rltl Dally Inhrut Factor V.." Int.r..t Rata Dally Int.rut Factor
1912 20X .000548 1917 9% .000247
1915 16X .000458 19aa~1991 IlX .000301
1914 lU. .000101 199Z 'X ,OO02tt7
I98S 15:< .0(,0356 19~5'1994 " .00019Z
1... lOX .000Z11t 1995-}l)i1 'II: .000247
~~Irrt.r..t Is oalculatad II followl,
iNTEREST D SALANCE OF TAX UNPAID X NUNSER OF DAVS DELINQUENT X DAILV iNTEREST FACTOR
~~Any Notlcl h.lIed after the tax be<lo... dal1nqu.nt will rlfllct an Interut calculation to flft..n OS) dlY'
b.yond the data cf the ........nt. If paY'lot II 'ade after thl Int.rl.t coaput~tJon date .hown on thl
Hotlc., eddltJonal Intlr..t llU.t b. DRlculatld.