HomeMy WebLinkAbout97-00296
COHttONWEAl'HI OF ~NH5VlVAHIA
DEPARTMEHT Of" REVENUf.
fWRUU Of' INDIIIIDUU TAKE$
PEPT. 2110601
HARRISBURg, PA 1712a.0601
tt) " I/') ,~,'
*tNFORMATION NOnCE
AND
TAXPAYER RESPONSE
UV'IUI n." 11..11
"II.E NO.
ACN
DATI!
f;[('
21 1tJ-;-G (p
91111831
03-18-91
-,-",---
EST, OF IRAIDA C GRANIELA
5.5, NO, 055-12-8945
DATE OF DEATH 01-22-91
COUNTY CUMBERLANO
TYPE OF ACCOUNT
IX] SAVINGS
o CHECKING
o TRVST
o CERTIF,
ROBERT LILLEY
743 SHERWOOD DR
CARLISLE PA 11013
REMIT PAYMENT AND FORks TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HIJSE
CARLISLE, PA 17013
HE HIERS 1ST Feu hili provhtad the [lftPart.ont with tho InforMation lilted below whloh has beeo \Iud In clllcUllUnl thll
patentlll tei( du.. ThIllr r.corda indlollt. that mt the dlllth of tho above d~edlnt, yoU Wit'. " Joint owner/bClfllflclery of thh &Ccount.
If YOU f..l thlt Infor.f1U:)n h: Inoorr.ot, phil.. obhliin wrltttn corrlll.:ltlon frol the flnencdul In9\ltutlon, lIthch Ii CDp~ to thh ~or.
end I".tul"n it to thtl .bav. IlIddr.... Tllh account I. taxlble In accordance with the InherltMce hK l.w. of the C~..1th of PeoolylvlMlla,
';;u'lI~.i.(II'. ....y I:Hl lIl'".....rea DY olul.i"... llltJ Ibl~0311.
COMPLETE PART 1 BELOW M
A..ount No. 152783-00
M M SEE REVERS! SIDE FOR FILING AND PAYMENT INSTRUCTIONS
u.to 07-14-95
Eatoblhhed
To Inlura propel" oredit to your aocoont, two
(2) cDPiu of thh noUce ltI..et acCOllP"'~ your
PIlYllel'lt to thlll RlIlllhhr of Wille. "M. cMck
payable tOI "Relhter ~f Wills, AlI8nt".
A...unt aele".. 1. 413 , 22
Per.ent T..lObl. 1"'- 16 . 667
A..unt Subje.t t. T.. 235.54
T.. n.t. K .06
Potentlel T.. Due 14 , 13
PART TAXPAYER RESPONSE
f!] l1ili!!I\"X~~..!~~".f9~!l~~~~".~UP'J"~~~~!;'~~MPTAl( ,..A$Sf,$S~~..4\~U ...ClI(""~'!l/()TXC1Il!1
A. ~~. abovlll Inforll~tlon end tm~ dUll i9 ~orr.ot.
1. You lIley chou. to ,elllt pay...nt to t~ RIIglr.tlllr of willi wHtt two caplDII of thh notln to obtain
. discount or lIvoid Inhr..t, or \IOU ".)1 check ba~ "A" and return thh notloe to thll flegillAr of
WHh end an oHlllln! .ua".lIlnt will be luued b~ tt,1 PA OIPartllent of R.v.nu..
NOTEI If hK pa~lI.ntl IIrll nltde ~1thln thl'..
(3) 1I(0nth. of the doc.dent'. dllte of "..th,
you III1lY daduat III 5X dhoount of the tax dua,
Any Int~d tMtO. tax O'JIIl wHl bacOM cfaUf\qu.nt
nln. (I)) 1l0nthl Ilfhr the dllt. of d..th.
[CHECK ]
ONE
BLOCK
ONLY
ft. 0 The ftbov. "llIIIt hu be.n or wll1 be report.d Bod tIIK raid with tile J'lIlnnlylvMla Inherltene. rll( r.turn
to b. filed by tn. Uoc.dent'. r.pr..ent_tlv..
C, 0 The IIbov. lnforll.tJon 11-J,noorrlot and/or dlbt. and deduction_ 'III". p.Jd by you.
You .u.t Clollplete PART ~ and/or P,\RT r!..l b.low.
PART
[!]
DATE
DEBTS AND DEDUCTIONS
i' ," ' .' OFf! U)111" U$fL ~N~Y:". Allfi1!i
"f'A. dlldftT"e:~lOI! ft~NUe ",.:',.""',.',,',
P~!J ',' lFl'Ir' ';:j "'\~lf .' '.
'I ":~:.r ;,. ;; :",:!~H,1\' ;,~~
:5 ......~" ".. , ':;';':!:!I
:,'~Ii:t N ~~ :,:,::.;-"
"",:,; ~;::: !,,',:":I;':':) '''i'''i
",9. ,I III ". :;.~~
,'" "'7'.:' :;';;,;:i,it; , ".';, ': ::::Ctl ~i'~li"
.. ":J,:, ,I "."'i"',:
8 .....1 ~b ;':':'~ ';:::"~':':}'.';J
-
CLAIMED
If you tndtcat. a dlff.rant tax rat., pl~... .t.t. your
relation.hlp to decedent I ____.___._~
PART
~
TAli RETllIlN . r.n"'''lITAT'n'''
LINE 1. Dete Eatebllahed
2. Acoount e.lane_
3. Percent T~x.bl.
4. A.aunt Subjeot to rex
5, Dabta end Dadu.Uona
6. A.ount Taxabl.
7. T.. R.te
a. Tax DUll
TAli ON .l!1'>oIT/TRIIIllT ~CCnIlMTl'I
nI'
1
2_
5 K
4
5
0-
7 X
a
PAID
1
PAYEE
DESCRIPTION
AMOUIlT PAID
-
-~
TOTAL IEnter on
line 5 of rax COMPutat'o~)
.
,
Undar penaltle. of p-rjury, I declare th.t the
.Ou~l~ledge end belief,
TAXPAYE 1-
fact. I have r.port&d above ara t~ue, ~arreot
~OME_.L.:m ) ).'(3 - (,O?,j
WORIr: (-:JO ) -lJ?-- ))JO
TELEPHONE NUMImr
end
DATE
GENERAL INFORMATION
1. F/lILU~E TD ~ESPOND WILL RF.SUL T IN AN DFFIClAL TAK ASSESSHENT wi tn .",I..b,. Int.",t bued "" In/or..t!""
,ublltted by t~ flnltnc1.t InlUtuUnn.
2. Jnht,.!tatlOl till bleD..., dellnqulnt nlns 1II0nth. .fhr thfl Mflldtnt', dllt. of death,
J. . joint aocDunt I, tl)eMlle IVln though thl dlcld.,,", rllNNI W.' Iddtld II . .stte,. of Clonvtnllnu.
4. AOOO',lntt (including thou hlld b.tw..n hUlbllnd .nd wlft) wtlJeh thl dlcldtnt put In Joint n.... within OM y..r prior to
d4t_th .r. fully hUlllble II tran,f,"I,
S. Aoca~t. ..tIIlJlhhM Jolnth bet.,.." hu.band end wl," liar. than ant yur pdor to auth .r. not ttMwbl.,
.. ACClO\J1te h.ld by It d~.dent "In trlllt for" another or othtr. Ire tllllbl. fully.
REPORTING INSTRUCTIONS - PART I
- TAXPAVER RESPONSE
1. BLOCk. - If thl lnfor..~lan tnd oo~utltlD" In thl notlcl Ir. carrlot and deduotlon. art not ~Int olal-.d, pllOt an "X"
In block "A" of Plrt 1 of thl! "TIMpIYlr RI.pon.l" nction. Sign UlO oaplu Ind .ub.it th.. with your check for the MOUnt of
tlM to thl RIghtlr of Willi of the county Indlc.t.d. The PA D.p.rt..nt of R.v.,wI will I",u. In offlol.1 ........"t
{Forll REY.-lS46 E)() upon rlcllpt of thl rlturn frol thl Rqlttlr of Willi.
Z. IlOCl( B - If the ....t 'Ploiflld on thll """tiel ".. blln or will bl r.pClrtld al'ld tllM Plld with the PINU'/lvlnl. InhtrU"\01
TIM Rllturr'l f1l1d bv the dlc.d.nt', r'~r"l"tlltlVItI fllacl In "X" In bloak ..... of Plrt 1 of the "lIMply.r RI,pon.l" 'lOtion. Sign MIl
oopyend rlturn to thl flA Depart""t of RIVIOUII, aurlau of IndlvIdul1 TIM", OIpt 280601, tllrrilburl, PA 17121-0601 In the
envllop. provided.
S. BLOC. C - Xf thl notlo. InforlMtlon J, Inoorrlot Ind/or dIduotlon. Ire bllng Olll..d, chlOk block "C" and oo~llt~ Plrt, Z Dnd 3
1000ra1nl to tMl annruotlo~. bl10W. ~ign two COpl.1 llno .UDIl!t t,'" wun your ch.oK Tor \hl "'0Ufl'. \If hl.IC P'V.Q~l.I ~u lit. "..".i.....
of Wllh of thl county Indlclted. The PA DflPlrt.lnt of R,venul will helM! an offloJ.l ........nt (For. REV-1S4I EX) upon recllpt
of thl rlwrn frDlt thl RltGht.r of Willi.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r
NOTE I
the detl the IOCUX.,t orlClIMllh w.. ..tablhh.d or tJtl~ In thl ..nner Iwiltlng at dltl of d..th.
For I dGCldlnt dying .,tlr 12/12/821 Accountl which the dlc.d.nt put In Joint n.... within one (1) y..r of death ara
t'Mllbla fully I. tran.ftlrl. Howavlr, th.rl h 1111 aMolu.lon not to IMcltd 93,000 p.r trln.flr.. rlaardlu. of tha YII1uI of
thl ItOCOUl'tt or the ~r of Iccounh h.ld.
If I doubll "hrltk {Mill) eppnrl bltor. your Ur.t nMlI 1n thl addr... portJon of thl. noUoe, the n,ooo ol(oluIlon
olr'.ady hili b.en d.duot.d frOll th. aOQount belBne. It! l'lportld by thl flnancl.l In.tltutlon.
Z. Entl" the total bllanCI of the aocount Including Intlrl.t ftOoru.d to thl det. of dlath.
J. Thl perclnt of thl account th.t II taxebll for .~h lurvlvor JI det.rllned b. follow'l
A. The pere."t teMabl1 for joint ....h ..tablhh.d .ore th." one Ylllr prior to the dMldlnt'l M.thl
DIVIDED av TOTAL HUHBER Of
JOINT OWNERS
~M.-pl" A joint 1I1..t rlgi.tcr.d
DIVIDED BV TOTAL HUHBfR OF M 100 . PERCENT TAXAalE
SURVIVING JOINT DWNERS
In tha nUl of tht dee.dant and two oth.r plr.on..
1 DIYUlfD IV :. (JOINT OWNeRS) DIVIDED BV Z (SURVIYORS) .. .167 )( 100 . 16.7:< <TAXABLE FDA EACH SURVIVOR)
I. Th. perc."t tlM.ull tor uutt cr.ahd within OM yael' of the dlc.d.nt' I tl..th or tOClCKJnb ownH by thl neldont but hlld
In trult for anothar lndlvlduaHI) (trutlt ban.flolarl..ll
1 nIVlDED IV TOTAL NUHBER Of SURYIYlllO JOINT
OWNERS OR TRUST BENEfiCIARIES
)( 100 .. PERCENT TAXABLE
Ex.-plll joint .ccount rlgllt.r.d In th. na.a of th. o.cldlnt Ind two oth.r p.rlon. IInd Ilt.bll.had within one Y.lr of d.llth by
the dltO.d."t.
1 DIVIDED IV Z (SURYIVDff') . ,SO )( I!)O .. SO% (T^X,uLE FOR EACH SURVIVOR)
4. The ~t IUbj.ot to tax Olnl 4) 111 ctlt.r.ln.d by aultJplylnQ the aool)unt balancl {line i!l by the percent tlMabl. <1lne J).
I; F"~"'- .h. .,.,.", , ,.1 ..,~ ,t.~'::. .."d dqrlllotl'lnl II.tl\d ,.. Pllrt 5,
6. 'he MOUnt tllMab1l (Unl 6) It dlhrll,lnad by .ubtrl5otlng thl d.bt. end deduotlon. (lln. S) froN thl 8110Unt lubjKt to teM Ulne ft).
7. fntlr tht ...roprl.t. tlX ratl (Una 7) III dahr.lnld balow.
A. For det.. of -..th ocourrlng .fter 6/30/94, thl tlX rlt.. for trllnlf.rl to IPOllUC ar. II folltM>l'1
1. Datu of d.ath on or aftaf' 711/9ft and b.fore 11l/9!i tha ratu 11 5:<.
2. Olt.. of de_th on or aftar 1I1/t,lS tran.f.rl to .poo... will btI taM~ ot 0;( tlX rIte.
Hotal for dat.. of d_ath prior' tll 111194 tran.flrl to .pOUII' ar. taMable at 6X.
I, Tranlfarl to llMel delcandant. Including father, 80ther, .on, daughtlr, IIrllndClhildrln, .0n-ln"I...,
dMlghtar-ln-law, Itllpchl1d nna tholr luue ara taxlllbll at ,JM parolnt {6XI,
t, T"8O.flrl to III other. Inohldinm brothar, Illltar, unol., aunt, naphew Ind nllol Ir. tlMabll at flUean P4lrclnt USlO,
D. If you oh!lngtl thl tlX rllt., rl.... Ip8CIlh your relltionshlp to the d.cldtnt In the ar.. provldld,
8. The ~t of tlM dul (line 81 11 datar.lnad by Ilultlplylng tht BIIOunt t.x.blt Olnl 6) by tMCl taM rat. (lIna 7),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allow_I. dItItt nnft rt.auotlonl .rn dehr.lnld at folJowll
A. VCM.I l...llv 11'1 re.,onllbh for plly.."t, or tMe utata ,ubj.ot to iMhIlnhtrUJon by .. parlon.l reprnantlttv. It InlJUfflolent
to PIIV tl1l dldlJotlbh It....
.. You IKltUIUV p.ld thl dubh afte,' dlltth of the dec.dwIt and cen furnhh proof of pflYHnt.
C. Dlbt. bllng chi..d fIlUlt bll U.Il!zlld fully In Plrt 5. If additional IplHl. II n'ldld, UII plain paplr e \/Z" lC 11". Proof of
paYMnt .II~ bl rlqu4llt.d bv thl flA Dlped..nt of R....IInUI.
--
'tAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFDRMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT DF REVENUE DISTRICT OFFtCr
OR CALL THE IlUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN,'
lIARRISBURl.l AT (717) 787-83Z7, TODf <r17) 772-Z~S2 (HEARING IMPAIRED ONl.'(~
~~
COtMOHWt:ALTH Of PF.NHSVlVAftU
DEPI.RTHENT Of REVENUE
IUflUlj Of INDIVIDUAL TAKES
DEPT. Z10-601
HARRISfURO, PA 17121-0601
*'
I.':> lit) j,
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ftle
FILE /jO, 21 '/1,:( ')0
ACN 97111830
DATE 03-18-97
UV.IUlll m (1.tU
EST, OF IRAIDA C GRANIELA
S.S, NO, 055-12-8945
DATE OF DEATH 01-22-97
COUNTY CUMBERLAND
TYPE OF ACCOUNT
IXJ S^VI~GS
[] CHEr.KING
o rNU~T
o CERTIF,
SDPHIA LILLEY
743 SHERWOOD DR
CARLISLE PA 17013
REMlT PAYMENT AND FORMS TO,
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HEHBERS 1ST Feu hu providad the DIlIP.rt..nt with the InforaGUon 1 lIhd belew which hat b..n u..d In celcuhtlng thlll
pot.nUal tG)( dUI, Their reoord. Indloeto th.t It tll' dnth Qf the above daelad.nt, yoU uerc. II joint owner/b.nlllflclary of thh eooollflt.
H YI)U f..! lhh Infer..Hon h Inoorreot, pin... obhlln wrltt.n cDrreotlon fro. the flnaMlal In.tltutlofl, ,UlIch a COpy to thh forll
Met return It to ttw above .ddr.... Thh aeloount II talCabla In ltCloordanoe wJth the Inhitrltanoe TelC laWI of tMi' COINlontfoWlIlth of PIIMIVIVlmt.,
'1 -- U'..:, L.. :":!:~!~,,..' i.:~ 1,"L~.: :'J ?.:. t:.:.
COMPI.En' PART 1 BELOW
Aocount No, 152783-00
.. Il
.. SEE REVERSF. SIDE FOR
n.t. 07-14-95
E.tobll.hed
FILING AND PAYtlENT INSTRUCTIONS
PART
ITl
1,413.22
16.667
235.54
,06
14,13
TAXPAYER RESPONSE
I'At"l., U, R, .1(rR'.flOHIlIOtl:..~lIllllJL r.xMAWClFflI,.ctA,l:.'l'AX ASSEllS,ME!rl',. lASED 01'1, THXS".IfOTICI
. . . . . " .. ., .' . , . ...,' ". , . ., ',., . . . . . .
To In.ur. prop.r crllldlt to your aocount, two
(2) cop I'" of thh notlca .u.t IICCOIlP'MW ~otlr
pay..nt to the R.ghter of IHllt, Make check
peyabl. tOI "R.utlt.r 0' Will., Agont" ,
Account a.lang.
P.rc.~t T_xabl.
Aoount Subject to
re)( R.t.
Potantt.l T.x Du.
x
NOTEI If telC pay.ont. are ..d. wlthtn thr..
(3) .onth. of the d.~.dont', date of death,
yoo aey d.,doot II S;( dh<:ount of 1h. t.lC due.
Any Inh.rltant;l. telC dye wIll b.eo.. u.llnquant
"In. (9) .onth. lIft.r thl uat. of d..th,
Tox
x
[CHECK ]
ONE
BLOCK
ONLY
A. Thft .bo\l' InfQr..t1on and talC due 11 corraot.
1. Vou lIay ohoo.e to ruU p.y.ent to the Rllghter of WUlI wlth two capi.. of thh notice to Qbteln
. dl.count or ~vold Inter..t, or YOU .ay chIck bOlC "A" end return thl. notlc. to the RllIgl.ter of
Wlllt and .,.. official a.....unt will b. is.ullId by the PA nlllpert..nt of RllIvenutI.
8. [J The IIbov. a...t he. hnl" or wtl1 b~ r.purtad and tnlC paid with th. P.nn~ylvenle lnh.rltano. Tax r.turn
. to b. fUari by the a.cedent', rltpr...ntatlv..
C, [] The aboVI Inforutlon lMncorrect end/c.r dabt. end d.duc't!on. ..lIr. paId by you.
Vou .u.t co.plot. PART l!J nnd/or PART ~ balow.
If you l'ndlcata . diff.r."t bx I,.t., pl.... .tQt. your
relation.hip to d.c.d.ntl
nN .'1"""'1' /TDllqT llr.l':lIUNTll
: : ~ : ; ! : : ; : i ! : j : : : ~ ! : : ~
:',::C":':'","
!"~"
.. OFFICIAL .USE OHLY 0 AAFi
P/ltt' . TME~ OF,R*~'NUe ...'1
.'~"' ,.....'._,A,"'," .,,',..,.....,~.," ~"""., "'.
,u,::':::> :';,'{'O;;:',>: .,:;' >:: : :,':,::':;=':';:;:,?:~(,;>:: "":;' :;:i
":~.lZ: ::':,::;i};:: "::
PART
~
TAY RFTIII/N - r.nI4DIlTATTnN
LINE 1. Dete ~lteb11.hed
2, Aocount B.lanc.
3, P.rcant T.x.ble
4. A.ount Subject to T.x
S, Debt. end Deduction.
6, AMount T~x.bl.
7, Tax R.ta
a, Tax DUI
nF T6v
1__
2
3 X
4
5
6
7 X
8
;';:;::;!:::::,1,
'2
: ..
; ,5' c,.;..
:6-
1
$__1>4>.
DEBTS AND DEDUCTIONS CLAIMED
:.
',J~~':~
,,~' i
~
" :..: ,:
".,
"I':~"
:
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':',M
':1
'''''r,
"t....'.
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\B
-,
PART
[!]
DATE
PAID
1
PAYEE
DESCRIPTION
AMOUNT PAID
t-
TOTAL (Ent.r on
Line S of Tax co.put.ti~n)
1
.
Un-dlr p.nal t i.1I of per jUf'Y l I dln!.r. 'that the
xT~:~:a.1edgl Ind belief.
. ~
1_ot. I have reported .bov. .,.. true, oo,.,.ect and
flOME (
WORK (
TELEPHONE
)
)
NUMBER
DATE
.'
GENERAL INFORMATION
1. FAILURE TO ItESPOHb WIll RESULT IN AN OFFICIAL TAX ASSESSMENT with IIpplJcabll Int.r..t b.,ed on Infor..t1on
eublllttaod by tM Hnenei.1 Inltltutton.
2. l~rlt.nCl' talt beeo... dUllnqu.nt nine lonth, Ift'r th41 deOldant', det,. of d..th,
S. A joint ItCClouot I, tllCabl, 1\,Iln thouth the dloed.nt'. n... w.. added .. " ..thr of oon...."I.oo..
4. Aocount_ (Including tho.. hlld b.t...." hUlIbltnd and wlf.) Which the dloedant !JUt In Joint nI~'" within one v..r pdor to
dIIlllth IIlr. fully tll<-*>>l. .. t,.8mf.rt.
S. Aocountl ..tabll.h~ jolntlv b.tween hUlbenri Dnd wIh 1II0rll thIn on. vn, prior to d.,th .r. not tlMabh.
.. Aooount. tMld by fI deoedent "in trutt for" MOttt.r or oth.r. ar. tlMl!bl, fully,
REPORTING INSTRUCTIONS - PART
I
- TAX PAVER RESPDNSE
1. BlOCt( A - If the lnfor..Uon and oOllpUtaUon In the nntlu ar. cerrltot and aduation. .r. not being c1elM, place In ")e"
In block "A" of Part 1 of the "TIl(payer AII.pon.... .eotlon. Sign two copl.. and .ub.1t th.. with your check for thl MOUnt of
taM to the RIgltter of Wl!h of the county Indlcetflt. The PA Oapart.."t of Aevlnu. will I...... en offlol.1 o.......,.t
(F~lr. AEY-1548 E)O upon rec.lpt of t~ return 'I'rol the A.ghhr of Wllll.
t. BLOCK 8 . If the ....t 'Plcifl.d on thID noticI hIe blMR or will be report.d find taM paid with tt. PltMllylvanll InheritlWl(ll
TaM Aet~rn fUflt by the dee.d.flt's repr'lIentatlv., place an "M" In block "8" of Pert 1 of the "Taxpayer Rllpon,." .~Uon, 51", one
oopy and roturn to the PA Oepert.ent of Atlvenue, Bureeu of IndlvldUfd lex.., IMpt 210601, Harrl.burg, PA 17128-0601 In the
,"v.1~ provided.
S. IlOCk C - If the notIce Infor..tton Is Inoorraot ..\d/or daduotIon.are baing ohh,ed, C~Ck ,block "C" and caplata Part. t and S
........,tll.... t... '~:~:l ~"J~;;.;~.:,;.".:. :.....:...... ::1..:: .,1::- ...of ,,"',~l. ";",-:0- I!..... '.'r,:',' t\"~,,1-: ft'r' tt-,. r........,t r>' "'''I'l''\lc~'le t... tk~ ~-rl;:+...
of Wilh o~ the counb Indlcatltd. The PA Dep.,'t..nt of Aevenue wi!! IlIue an oHlolal 1I......ltOt (For. REV-I", [X) upon reellpt
of the r.turn fry the Aqhtar of Willi.
TAX RETURN - PART 2 - TAX COMPUTATION
1I1E
1. Entar
HOTfl
th4 datI the ICOount orlgl~llly wae I,tlbll.hed or tltl~ In the aanner IMI,tlng at dlt. of deeth.
FOr a McMtent dying aftar lUl2la21 Accounts which thl cMcaant put in joint n.... within anti (1) Y'" of Math a,.
teMlDil fully II' tran.flr.. Howlver, thlre I, IIn IMolu.ion n6t to eMcled '5,0~0 per tran.flrla r.gftrdl.~, of the value of
the acoount or tn. nulblr of 'OOQunt, held.
If II double ..tlrhk (NN) app.." blfore your flr,t nHfl in the add".. portion of this notlOl, tM n,ooo 'Molu.ion
_1rllrly h.. bMn deductttd ~rOll the account ballnOa .. rlpcrtad by the financial in.tltutlC'n.
t. Ent.r thfl totlll balance of the ICMURt includinll lnt.r..t .ccrued to the dlta 'If death.
3. The P41rcent of the ICCOunt thllt 11 taMabl. for lIach .urvlvor 11 d.t.r'lnttd .. followlI
.. The parcent taMMlII for joint a..ats ..tablhh.d eor. than onl )I.ar pdor to the deo'cNnt'. deattll
1 DIYIMD IV TOTAL NUMBER UF
JOINT OWNEAS
Ex.-plal ~ joint 1I...t rlgl.tored
DIYIOED BV TOTAl M.ItBER Of M 100 . PEACENT TAXAIlE
SURVIVING JOINT OWNERS
In the 1'1'" of tho d.cldlnt IInd two other p'r'on..
1 DIVIDfD BV S (JOINT OWNfRS) DIlJtnEll BV ill (SURVIVORS) . .167 )( 100 . 16.7:< (TAMABLE FOR EACH SURVIVOR)
.. The p.rcent taKabl1 for ....t. crlated wIthin one ye.r of thl dlol~t'. Math or acoount. ~ by t~ dac~t but held
In tru.t for enothlr Indivldult(,> (tru.t benaflol.ril')1
1 DIVIDED BV TOflll NUH5ER OF SURVIVING JOINT
OWHf.AS OR TRUST BENfFICIARIES
M 100 . PERCENT TA)(All~
Ex.-plll Joint account regl.tlred In thl na.e of thl dlcldent and two other plr.on. and M.tebll.hed within on. y.ar of delth by
the dleedant.
1 DIVIDED flV 2 (SURVIVORS) . .50 )( 100 . 50;: (TAXABLE fOR EACH SURVIVOR)
~. The -..ount I\Jbjeot to tlK 01ne 4) h detarel,*, by ....Itlplylna the aceD...,t balancl (llna 2) by thl ptlrCllnt tlMabl. (lIne !).
't. E,.ter th'll totlll of thlt debts and dttductlon. 1 ht~ In Part S.
6. Th. MOUnt tllCMlrI (line ,) hi deter.lned b:t .ubtrllctlng thl dlbts BOd deduction. (lIne S) frOll ttw uount 'ubjlClt to \aJC (line 4).
7. rnt.r the ItPProprlatl tll)( rab Ulna 7) II d..teraln.d bilow,
A. Fa,. ctet.. of dMth occurring Iftar 6/fi0/94, tha hM rat.. for tran.ier. to .pou... 1"1 .. fOl1OlilIl
1. Dlt.. of delth on or .fter 1/1/9~ and beforl 1111'5 the rat. I, 3~.
2. Dltl' of death on or .ftar 1/1/9S tren.fer. to .pou.a. will b. taMed ot 0;: tlK r~ta.
Notal Por Ibt.. of de.th prior '.0 111/94 trln.fer. to .pou... .r. tIIlC&bla t'lt 6%.
I. Tranaf". to lln..1 d..c.ndanh inClUdinG father, .othar, un, daughter, grltndchildrln, 'on-ln~lew,
d8ugtltar~lnklIlWJ etepchl1d and thair Inua arl tlMabl1 at ,Ix ~ro."t (6:(J,
C. Trend.,. to aU othlrl IMludlng brutn-r. lI.hr, uncia, IlUnt, neph... and niece ar. tlMllbl. at Hfh." peroW'lt <15:0.
D. If you chanp tM teM ratl, ph... specify :tour l'slaUon'hlp to the dlH:lcMnt In the Irlll prollided.
.. The IIiIItOIMlt ~f tal( dufI (Uno 8> h det.r.ln*<t hy ItUltipl'Ilng the aaount taMable (IInl 6) by thl ta)C rata (11M 7),
CLAIMED DEDUCTIONS - PART 3
OEBTS ANO OEDUCTIONS CLAIMED
Allowabla debt. and dl~tlon. arl det.r~lnld a, follow.t
A. You 1"ll1y Ire r..ponl1hll for pey.."t, or thl ..tate .ubjlClt to edIllnhtrlUon by I ~rlonal repr..antlUva 11 lnllUfflolant
1.0 pay the <<*Notlbla It....
I. You eeltullly paid the tMbtl aftl" d..lth of the decedMt and CM furnish prOof of payeant.
C. Dlbt~ b.lng olallld lU.t b. Itl.lz~~ fully In Pftrt 3. If additIonal 'PSOI I. n.eded, U'I plain paplr 8 1/2" )( llw. Proof.f
PIYIt\Int lIa~ be requa.t4KI by tha PA DllPtrt..nt of Re~~.
- !!I
i>. .'....".. ,. TAXPAYER ASS.ISTANCE ...., ,i>'ii
../"..,...,',....,.,.,.,',.,.,..,.,...,.,.., ...,..'.,.....",,11" YOU NE l!1l. FURTHER 1 NFORM ,A,., T, ,1 ON., OR ASS 1 S1 ANCE , CONTACT ANy.".., '".,..,.,.., .', >,.,>,.,.,.,.,<.,.., ....,.... ...,......".,.....',
....>......... Rl16ISTER llFWILLS/PA DI1PARTMENT OF REVENUE DISTRICT OFFICE '.'.................
<. ."" OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER XNQUIRY UNIT XN ."i,.,.,
HARRISBURa AT (717) 787-8327. TIlDI (717) 772-225Z (HEARINB IMPAIRED ONlY,)./"
,.,".,'.-'-- ..~ ,. -.:. -.. ....:.:,.,:.:.;:.;.:.;...:::...:'
PURPOSE OF
NOTICE I
PAVH[NTI
REFUND (CR)1
ODJECTIONSI
ADHIN-
ISTRATlYE
CORRECTIONS,
DISCOUNTI
PENAL TV I
INTEREST I
M '\:: <(
+. <,'l '~ (l,;
" (II C:,' "
r .- J')
", w:
, I ;
~
~
"
.); 8
\.1 UJ ~ d.\ ..
(\) ('-
a:~ G
To fulflll the r.qulr~'lnt' of S.otJon ZI~O of thl Inhlrltanoa Ind E.tatl TIM Aot, Aot 21 of 199'. (72 P..,
IlloUon 9140).
D.taoh tn~ top portJon of tnl, Notlc' and lub,lt Nltn your paYM.nt to th. RIglltlr of Will. prlnted on the
rIlV,,.., ,Idt,
- ~ l1eke cn.ck or ftOfltY ordlr plYabl1 tal RE'QISTER OF WILLS, ADENT,
A refund of . tlX crldlt, which 101" not rtqu..ttd on tnl teM return, 'IY bl requlltld by cOMPletlnt an ~Appll~~tlon
for Refund of Plnn.yl...."la InherUancI end E.tate Tlx" (RElJ-Ul~', ApplicaUon. are .....J!lbl. at thl OfficI of
~he Righter of Willi, .ny of thl Zl R.....nu. Dhtrlot OffJoII or by <U:llllng tnl IPlolal 24.'hour ."",.rlng 1.,....lcI
nUMblr. for for.. ordlrlngl In P.nn.yJ....nl. 1-800-362-2050, out.ld~ Plnn.vJ...an!. and wlthln Joell
Hlrrhbur. arID (717) 187~I094, TOOl (117) 712-2252 (Hllarlhg IIp.lrld Only).
Any plrty 1n lntlrtlt not utllflld with the ltfIprahllllnt, l11owanol or dls.Uow.nc. of d.ductlon. or ........nt
of tlM (Inol~lng dlloount or Intlrelt) a. 'hewn on thl. Hotlc. ..y obj.~t wltnln .IMty (60) dOY' of r,colpt of
thh NOUCl' bYl
~4wrHttn prottlt to tn. PA D.part...nt of R.".nu., Board of ApP'al., Oept. 281021, H.rrlsburlll PA 17121.1021, 'OR
.~Il.otlnl to have tn. ..att.r d.tar~lnDd It the audit of the account of the p.r.on.l rapr...ntatl...., OR
".,.po"l to tM Orphan.' Court
Feety.l .rror. dl'COVlr.d on th1~ a.......nt 'hould be addr"I.d In writing tal PA Dlpart..nt of R.vlnul,
&urlltu of Individual 1a)(lI, ATTNI POlt AI...."'.nt Rev1flw Unit, DEPT. 280601, tt.rrloburg, PA 11128.0601
Phone (7171 717-6505. S., pag. 5 of the book1.t "In.tructlon. for Inh.rltanc' T'M R.turn for a R..Jd.nt
Docodlnt" (REV-IS01) for an 'Mplanltlon of ad.lnlltratJv.ly oorr.ct.bll .rror.,
If any t.w due i. paid w1thln three (3) oal.nd.r aonth. ~ft'r the d.c.aent'. death, a fl.... p.ro.nt (5X)
dl~oount of the t~w paid Jv allowed,
The 15X taM ..n..ty non-partlcJpatlon p.nalty I. cO,"ut.d on tne total of th~ taM and Int.r.~t .......d, and not
p.ld blfor. J.nuary 18, 1996, thl flr.t dav .ft~r the end of the taw allnl.ty plrlod. Thl. non-p.rtlol~atlon
p.n.lt~ 1. .pp.al.bll In the .... .ann.r and In thl the .... tl.. porJod a. ~ou would opp.al the tlM and Interi.t
th.t h.. blln .......d a. Ind!catld on thl. notJcl.
Intar..t I. ch.rg.U b.glnnJng with fJr.t day of d.llnqulnoy, or nlna (9) .onth. .nd on. (1) day
frail tht dlh of d.ath, to tn. date of pay..nt. Tal(lI whJch b.o... d.linquent b.for. JlnulI'Y 1, 1982
bear Int.rllt .t the ,'at. of ,1M (6%) plrclnt p.r annuli calculat.d at a dally r.t. of ,000164.
All hll.. wnlch b.ea'lII d"Unqulnt on or aft.r Janul!lry I, 19&Z wUI blllr Interllt at " rete which will v.r~ 'rOIl
celendar y..r to cII.nder y.ar wJth th.t ratl announc.d by the PA Dlp.rt..nt of R.....nu., Th. appllc.bl.
Int.rllt r.tll for 1982 through 1997 Ir.l
v..r Int","t Rat. ~ 11 y Int.rllt Faotor V..r Inhrllt Rall D.ll~ Inttrllt Flctor
1962 20% ,000548 1987 9% ,000247
1915 16% ,000438 1981-1991 11% .000101
1914 Il~ .000301 1991 9~ ,000247
1915 UX .000156 1993-1994 1~ ,000192
19.6 10% .000214 1995.1997 9% ,00Ult7
~~Intlrlllt t. caloul.t.d .. folloWIl
INTEREST . BALANCE OF TAK UNPAID K NUKBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
~-Any HoUoe I..uld flftar the hI( b,colII.. d.l1nquant will r.fi'Clt In Int.r..t ollcul.tlon to flft..n (11) d.~.
b,yond the dati of tha a...u..nt. If pllIlI.nt II lIad. aftar tha Int.rut cCllPubtJon d.t. .holm on the
Hotlcl_ Iddltlonal Int.r..t lIult b. Clalculut.d.
I'!"\ r.!.;(
'0 ~'J '~'n::
({2 0 .
" , t1.!
."'" q
) ~,
~
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il ,
L. I_I
U tl) ~ G
~ ~.
<11 u.: 8
r.c
PURPOSE Of
NOTICEl
To fulfill tht rlqulrl.lnt. of SlcUon 2140 0' thl Inh.rtt.no. and E.tltt. TIlII loot, loot U of 1995, (12 P.S.
Stotlon tUO),
PAVtEH'1
O,tlKlh tht top parHon of thh NoUo. and .ub_1t wUh your ply.."t to tht R.gllter of Will. printed em the
rever.. tJdt.
~~ Makt chick or lonlY Qr~r payahlt tOI REOrSTER O~ WILLS, AGENT.
RfFUND (tR) I
.. r.fund of . talC credit, ","loti we. not r.quI.tld on tht hle return, ...v b, r.quI.tld by oGMjlltUng an "Appllutlon
for R,fund of Pann,Yhlanlt IntlerUltna. ond Eltet, Tent" UtEV-13UJ. AppllcllHpn. 8r. Iv.HIbI_ at tht Offlol of
tht RIght,r of Willi, any of tht 21 R.\I.nuo District OffiCI' or by celllng tht 'Plclet 24-hour en,wlrlnG ..rvlo.
nu.bflrl for 'orlll ordtrlnlll In Penn.yilllnl, 1-1lO0-UZ-2050, ollt.ldo Plnn.yllllnll Ind Wlthitl 10cII1
~.rrhbur(l .r.. (111) 717-a094, TOO' 17n> 772.225~ (HI.rlng IlIpalred Dohl,
OBJECTIONSl Any plrty 10 intlr~.t not latllfled wlth thl .ppr.I....nt, allowanc. or dl..llowanc. of d.duotton' or a......ent
of 'tile <inoluding dltoollnt Clr Int.re.t> .. IIhown on thh NoUc. ..y obj.ot wlthln"lKty (60) dlY' of r.o.lpt of
thlt N~tlc. by,
--wrltt.n protut to the PA Doparhllnt of RIlJanUI, Board of Appaalt, DIPt, 281021, tlIlrrlsburQ, PA 17128-1021, OR
-...l.cUng tn h..... the .attar d.tar.ln.d It the audit of the acoount of the Plrtonal rlpru."t.UlJl, OR
--laPPlal to the Orphan,' Court
AOHIN-
ISTAATlYE
CORRECTIONS 1
Faatu.1 IIrror. dhco...ar.d on thlt ........nt .hou.\d bll add,,"ad In writing tOl PA Dlpart."nt of R.II.n\HI,
Bur..u of Indl...ldual hlC", AnN, po.t A.......nt Reyllw Unit, DEPT. 280601, H,rrlsburg, PA 17121-0601
Phone 17}7) 18"-650S. S.. paVI 5 of th. bookl.t "In,truoHon. for Inhlrltllflll' hx R.turn for. Ruld.nt
D.old.nt" (REY-IS01> for on .xpl.netlon of .d.lnl.tratllJlly corr.atlbl. .rror..
DISCOUNTl
If _"y till ~ 11 p,Jd within thr., (1) callndar ..onth. .ftlr the d'cltdllnt'. d.ath, .fl.... paroant (5;()
discount of thll tllC p.ld I. nllowad.
PENAL TV,
Thl 15;( t'll a~'lty non-partlolpatlon p.nalty I. co~ut.d on th. total of th. tall and int.ra.t a.e....d; .nd no~
paid b,forl January II, 1996, the flr.t day aft.r the .nd of th~ tlX .flna.ty parlod. Thl, non-p.rtlolpatlon
Pw\IJty I, app.alatll. In the u.. ..rmn.r and In tha th. ..... tI... period .. yoU would apPIIlI the talC and Intlra.t
that h.. b.en .......d ft. Indica tad on thi. notloe.
INTEREST,
lnttr..t It charg.d beglnnlnu wlttl flr.t day of d.Unqu.ncy, or nln. (9) 1I0nth. and on. (1) tlay
fr~ th~ data of daath, to th. datil of pay...nt. TaKa. which b.oa.e d.llnqu.nt befer. J~nllary 1, 1912
bltr Inter..t at the rat. of tix (6iO p.roont per .nnu. calculat.d at a dalh rate of .1)00164.
All till.. whIch bltc... delinquent on or aft.r January I, 1932 will bllr Int.rllt at" rat.. whtch will ytry frOll
caltnu.r y..r to cal.ndar y.ar with th.t rlt. announced by the PA Oapart..nt of R.....nu.. Tha appliCable
Int.r..t r.ta. for 1912 through 1997 ara,
Vllr Interut Rat. Dlllly Intar..t factor Venr Int".. t Rat. Oallv Int"ut r.ctor
1912 20X .000541 1917 9% ,000241
1983 16% .000418 19111-}991 11% .000301
1914 111; ,000501 1992 9% .000247
19115 11% .Q00356 1991-1994 7% .QOOI92
1986 10% ,000274 1995.1997 9% ,000241
uIntarut Is calculat.d II -follow"
INTEREST' BALANCE OF TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST FACTDR
--Anv Hotlc. I..u.d aft.r the hlx b.eo... d.l1nqu.nt will rlOlct an tnt.rut oaloulatlon to flftllf1 (15) daY'
boyond the dati of the ........nt. If p.y..nt I. ..d. aftlr th. lnt.rut cOlllputatlon date .hown on the
Hoth:.. addlUonal lnt.r..t ..u.t b. clIlculatad.