Loading...
HomeMy WebLinkAbout97-00590 j.,"' "." '..i~. .:... ..... ., '"..c'o, ..... ,'" , .. '-~ ;,~ti~1~'" t7~~t~.,"jj'f'U,'~i,,*;,,t!~'~'\;,'ji~~'1'4 \" - , , ~ +-\ ~))iWl[ iiIA~i:tiiwl. ...~".~{j~~i:..~'; "';ft_'.~\i;' /i-:" (:: ,,' II r"'.~..."r.".<__~_.__: I"\"J'~' .~ , '. .' ) ..,,"~--'~~"'-"....", .r"___' -_:~"'""":""'+-'~-'+" ......~.... ,'" 0<' ""..".,..,.~-~_~o~_~_._ .,'...-......... --.~~.~"... ......-------.. , \'''', l J \1 ''''k_ . _---_H---.,.- ._-'.....~,.... (',I I,,' ;;? /-Cf ~ 0~7() ~~iY-L~ d1tlw Q,wyy)~cwd ~ COlJ.Jl.L'~a~ OWt~ -fCL.. I qOB .qj' ..... \,.- ,'- 01'-' Y' ~,jl ;"-j " ~I;/ eX"::C: r...., F1 ;;, 1...111...111..11..11..11.1111...11.1.'..111,111.111 P1~~~.....,.-,~ J.Il~tfilijrIb:''-.: ~.~"",-"....._;",'T"""'-'~"''''';-''_''''_''-'_<'''''''''_'_'''''''-''''''~'_'''''''''' ,"'....... 'I' ,..' .' .J', ."'d~-""'l-I . '. ~, .. .~~. ' . 'j, . ,"'~. '" ,.~ '\ It'" ~ "~ .t. ~, .,. ;t, ." r. \,-" : ' ,r to.' I l' ~J:"':: .. .. ",:- ~~' '~'-. 'jl;dt' , , '",') , :-n :. It . f .1. ~ ,- 'j,\'...., -.~ ~ , . ,..q!,'", ;.~_\" i. I .,' . f.1f'l"f*' -'0,' }; r. , . '" .j" '/OJ: . '.' i \:1 '~~ " ' , ~..'~ or: '-~:i":~;J~ 'Ill. It C~AlTH OF PENNSVlVANIA DE'PARTMENT OFIIEYEHUE ,UAUU Of' INDllilOUAl TAMES DEPT. 210601 HARRI..URa, PA 17lZI-0601 *' /,,)-191-(~ INFORMATfJlON NOTICEJjm: N0.21 ? 7 - 6"tf() TAX~IAVER RESPONSE ACN 97130824 DATE 07-08-97 - U1.lt4lU'" l1.m I. I, TYPE OF ACCOUNT o SAVINOS [Xl CHECKING o TRUST o cun, . 1,1 1" : I EST. OF ALMA R SHANK S,8, NO, 166-46-3895 DATE OF DEATH 05-10-97 COUNTY CUMBERLAND 1111 KALKA SUPKO .', 1520 NEW VALLEY l(~ll MARYSVILLE ,il!IA ReMIT PAYMeNT AND FOR"S TD. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 17053 HARRIS SAVINGS BANK h" provided 1,he Depert..nt wittl the lnforllllUon lilted below which hat baen used In c.lculaUnt tM ppt.ntlal taK du.. lh.lr rlcord. Indlcatl that ftt thl doath of thl abovl dlCldlnt. you warl a Joint ownar/bln.flclary of thl. Iccount. If ~au hll thh lnfor.ltlan 11 Incorrlct, pl.... obtain wrlttan correction fro. th_ financial Institution, athch a copy to thil for. and return It to the abovI .ddr.... Thl. account I. tlKablu In accordanca with tha Inherltanca TaM law. of the Co..onwa.lth of Plnn,ylvlnll. ~'..::.:..1:hJ;I:I I:f.:/ t1l ,j,lhIQr..., ll.l .:,'jlh'll ~;>t"l ,'ui"t;..':i. COMPLETE PART 1 BELOW II Aooount No, 09- 00020119 II II SEe REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS Date 11'.05-96 esteblhhad To In.ura proper cr.dlt to your lecount, two (z) cop I.. of thl. notlcl .u.t aCoo~lnY ~our pay.ent to the RIgI.t.r of will.. "lkl check plvabll tOI "R..htlr of W1U., Alent". PART [!) 786, ',3 100.00 786, t,3 ,15 117.96 TAXPAVER RESPONSE !'AlLlIIll.'O RlIPOND WXLL RISUL T IN All OFFICIAL 'AX AS8I88NINT 1A1" ON THIS NOTtel , ........, ., ........... ...........,. ............,..........."... . ..... . ......., . ..... .... ... ....... ......... "".........., ............", ......., ....... ...., ...., Aooount ..1anc. ".rcent r.>cab1. A.ount Subject to rex Tax R.t. Potential Ta. Dua M NOTE I It t.~ pay.ent' .r. 'Ida within three (1) .onth. of the daold.nt'. date of delth, you I.~ d.~uct . 5X dl.cuunt of thl ta~ due. Any Inheritlnc. tlM due will beeole d.1lnquent nln. (9) tonth. .ft.r the dete of de.tn. K [CHECK ] ONE BLOCK ONLY '0 0 Th. Ibove Infor.ltlon .nd tlK due 1. corr.ct. 1. You .IY choo.. to r..lt ply..nt toth. A.al.t.r of will. with two ,opll' of thl. notlc. to obt.ln . dhtlooot or Ivold lnt"ut, or you .IV check box "'" and raturnthh notie. to the R..I.t.r of Wlll. end en ~fflcl.l ........tltwI11 be I..uad by t~. PA Dar.rt..nt of Rlv~. .. [] Th. ebo", ....t he. been or will b. report.d .nd tlM peld with the Penn.ylv,"l. Inherltanc. TIX r.turn to be filed bY the deced.tlt'. r.pr...nhUvI. C. ~ Th. .bov. Infor..Uon I,.~ncorreot .nd/or d.bts and dlduction. wire plld b~ you. You Ilu.t cOllpleta PART l!J end/or PART ~ bllow. If )lOU lncUaat. a dl ff.rent tax J~~l.... .tat. )lour rahtlonshlp to claoaclant. Cl'I - , " .OFFICIAL USEClNLV' .. AAP; :':~'DEPARTIlfi"TOlt RE~ENUE:iL :i ::" :.:"',':>:..:'4m.tri PART ~ TAX RITURN . COMPUTATUIN OF TAX ON JOINT/TRUST ACCOUNTS .PAIl,,'c;;,;.~.....l:~:'. LINE 1, Data htablhh" 1 .. : '1,'''.: \\ ~~~::;:. \ :iiiiii,ii;;;:"r:;:::,: e. Ta.Dua e_..-.i.4, 9:1, . ~TS AND DEDUCTIONS CLAIMED """""';":: ,.....'::::<:::!:i:i PART [!) DESCRIPTION AMOUNT PAID DATE PAID PAVEE 1- I ':"::::::i!!!i ".,.'...." GENERAL INFORMATION 1. '~ILURI TO RU'OND WILL RESULT IN AN OFfICIAL lAK ASSESSHeNT with ...11...,. Inl.rOlI ..... .n Inl.,..II.n ,."tld bv t~. 'InMetal In.tltutlon. Z. Inh.rUIlftCII tlM blaOll.. ct.l1nqulnt nln. lllonthl ,nlr the <<MOlctl"t's de'l of d.-th. S. A Joint acoount i.tlMabll .~.n though the dlcldlnt" n... WI' Idd.d at G Rltt,r of cony.nlanol. 4. AClOountl C lnoludlnl tho.. held bat...", hutblnd Ilnd wU,. IIItlloh the dlcedlnt put In joint Mill.. within ant Y'I" prior to ..th .r. 'u1h t,lC""ll II trln,f.r.. I. ACloount. ..t.lhhtd Jointly b,t....n hu.b..'d and wlf. .or. than on. y..r pdor to d.ath .r. not tIMMI.. .. Aoo.,t, held by . deeedlnt "In trult fa," ~thlr or othtr' I'" ttlCablt fullY, REPORTING INSTRUCTIONS - PART 1 - TAXPAVER RESPONSE 1. IlOCK A _ If the Infor..tlon and Clo.,utatlan In '(he not Ie. .r. corraot and dtductlon. ar. not baing olelted. plaat '" M~ft In block ..." of Part 1 of th&t "r.Mpay.r Q..pon.... lIotlon. SIgn twa Cloplu and .ubllllt thl. with your on.ck for thlMount of 'eM to the A..let.r of ~ll11 of th~ county Indleltld. Thl PA nlpartllllnt of RIVlnUI will 1..1.1' In offl01al allllllent (Fora REV-1S46 EMl upon receipt of the rlturrl frOll the Rlahtlr of Willi. t. IlOC. I _ If the ~lllt IPeQlflld on thll notlcl h.1 bl.n or will b. rlportld end tlM paid with thl Plnnlylvanil Inhlrltlncl TeM Rlturn fHId by thl dlCMlnt'. r.pru.ntIUv,. pileI In "MOO 1n block "." of Part 1 of the "TIMp.Ylr .uponll" ..otton. $1", one oopy Md rlturn to the PA DIPllrtlllnt of RIVlnue, Bur..u of h!dlvldUal TaMu, nlpt 280601, Hlrrlsburg, PA 17121-0601 in the MVllopl provided. S. IlOCI( C _ If thl noUel Inforllltllm h Inoorrlct and/or dlduotion. arl being ol.IIIUd, chack block "C" tnd COtItPlltl ParU Z end 1 IClClOrdlng to tnl innrucUon. blill.ow. Sign (WU I,;v~ih d"'" .~~.i. l.il..", lotHll :tOlJ'- ..h.>lk {or t~:. ..flount :l~ h.~ plI,/lbh lu u,. It'''OI''llf of Wtlll of the C'2Unty Ind!cated. Thl PA n.p.rtllant of n.Vlnue will h.ua an official .....III.nt (For. REV-IS"" E)O up~l recllpt of thl rlturn froll thl Rallltlr of WIll.. TAX RETURN - PART ? - TAX COMPUTATION I.lNE 1. Entlr the d.te thl account orlglnlllY w.. utlblhhld or titlld In thl ..Inn.r 'l(htlna It dati of d.ath. NOTE I For. dlc.d.nt dying .ftar 12/12/IZ: Aocount. which tha dloldlnt put ln JoInt n.... withtn ani (ll YI.r of dleth er. tIM")!1 fully e. tr.n.farl. Howlvar, thllrl it an 'Mohl.lon not to .MCI.d n,ooo plr trln,flr..r.lllrdl... of the value of the loCOunt or the ni.llllb.r of IIcCOuntl held. If I doubla .1'lrl.k (..) ,pPI.r. baforl your flr~t na'l In the addr..1 portion of thl. notlo., thl '1,000 IMolu.lon .Ir.ldy ha. been daductld froll thl account ballnca a. roportad by thl flnanclel In.tltutlon. Z. !ntar the tot. l' blllncll of thl account Including Intlr..t Iccruld to the data of eMltth. S. Thlplrclnt of thl .cooun~ thlt I. taxable for .ach .urvlvor I. datar.lnad I' folloWl1 A. ThI parcant tlxable for joint I...t. altlblllhed lor' than one Ylar prior to tha decldant'. delth, 1 DIVIDED IV TOTAL NUttIEA Of JOINl OWNEAS Ex..II' A joint I..et rlght.r.d DIVIDED IV TOTAL HUMIER OF M 100 . PERCENT TAXABLE SURVIVING JOINT OWNERS In thl n... of thl dlc.dlnt Ind two other par,on.. 1 DI"IDfD BV 1 (JOINT OWNEAS> DIVIDED .V Z (SURVIVORS) . .167 X 100 . 16.7% (TAKABLE FOR EACH SUAVIVOfU I. The parcant teXllbll 'or ....t. cr.etld within one yair of tha dflldlnt'.dllth or accounts owned bY thl decedlnt tlut held In trult for anoth.r IncUvldu.U.) (.'tru.t blnlUolarl..ll 1 DIVIDED BV TOTAL NUHIEA OF SURVIVING JOINT OWNERS OR TRUST IENEFIClAIUES l( 100 . P~RCENl TAl(AIlE EM....l., Joint account rllllttlr.d In the MII4I of thl acldent end tHO othlr plr,onl and .,tabUlhttd withIn OM y,lr 0' ..th b~ thl dlcadent. 1 DIVIDED IV Z (SURVIVORSl . .50 l( 100 . SO~ (TAKAllE FOR EACH SURVIVOR) ~. ThI ~t .ubj.ct to tlx (line ,) II 6ft.relned bY eultlplVlng the account bllanc' (line Zl by thl percent tlxabll (lIne 5), I. Entlr the totll of thl ~t. end dIducltlon. Iltted In Plrt 5. 6. 1he.-ount tlMlbla Ulna 6) II dltlr.tnoea by lubtrlcti"' thl debt. and dedUoUonl (lint !i) tr_ the nount .ubJlct to tax ll1ne U. 7. Enter thl ."roprletl taM rate (lInl 1l .. dltlr.lned tMIl>>f. .. For dat.. 0' "ath Dccurrlnu aftlr 61]OI9~, the teM rato. for tr""lf.r. to .,au... an II foll(Hofll 1. D,tl' ftf d..th on ,or IUlr 71"/9. .net Mfor' 1/1/9S the r.t. II SX. Z. Datl',Df cIIeth on or .,tlr 1/1/9S trln.,ar. to 'POU'" will be taM~ at Ol tlx ratl. Mot.. For dIIt... of cIIlth prior to 711/94 trenlfar. to .pou..' ar. tlMabl1 at 6X. I. T'.....'.r. to llMal .Ioencllnh InolucUne flthar. IIOthar, lion, dllUlht.r, grendchlldrln, lon-In-Iaw, ~t.r~ln-I"', stepChild end thllr l..ua Ir. taMabll It .IM percent (6~1. C. Tr.....f.r. to ell othlrl Including brother, .lltlr, unci., aunt, napheN ana nlecl Irl t.xlbll It flft.-n percent (IIX). D. If ~ou chllntt thl tlx rata, pI.... ,,.olfv your rllltlonlhlp to thl dMllCMnt In thl I"" provided. .. The IlIOUf'lt of tlM dUI Ulne Il h detlrlllMld bv IlUltlphlnt the IltOunt taxabll <11". 61 by the taM rlt. (11".7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED AU......I. _.. and dlductlonl Ir. dlt.rlllntd II fol1ltNll .. Yau Illflllh ar. ra,""llbla for ply.."t, or the I.t.t. lubJ"t tea _Inlltrltlon by I p.rlonal r...r..entatl"a l. InlUff'oIent to ,"W thl dlduCUbi. 1t..1. I. 'Iou Htu.llV paid the debt. Iftar delth of the dlcMent end CM furnllh proof of plyltlOt. C. Debt. balnt 0111... .....t be It..lzad fully In Plrt J. If addItional Ipaea II needed, U'I plein peper. I/Z" M II", proof of .IV"'" NV be raque,tad bV the PA o-pertHnt of R.vlf'lUl. . II 1'5~/ql'" BUReAU OF INDIVIDUAL TAxes INHERITANCE UK DIVISION PEPT. 21"01 HAA'USlURO, PA l1U'.O'~l '* COMMONWEAL TH OF PENNSYL,VANIA DEPARTMENT OF REVENUE c!., NOTICE OF INNERITANCE TAX APPRAIIEMENT, ALLOWANCE OR DIIALLOWANCE OF DEDUCTION ,. ANa ASIEIIMENT OF TAX ON JOINTLY nEl,D OR TRUIT AIIETI '1'1'.\141 II ." ",.", KALMA SUPKO 1520 NEW VALLEV RD MARVSVILLE PA 17053 DATE 09-01-97 ESTATE OF SHANK ALMA DATE OF DEATH 05-10-91 FILl! NUMIIR 21 91- 0590 COUNTY CUMBERLAND SSN/DC 166-46-3B95 ACN 91130824 [~_....unt Ro.ltt8d l MAKE CHECK PAYAILE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS .... Ri-y:iiiii-iif-AFji-ioj-:';)----------------------------------------------------------------------------------.- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-01-91 ESTATE OF SHANK ALMA R DATE OF DEATH 05-10-91 COUNTY CUMBERLAND FILE NO, 21 91-0590 TAX RETURN WAS. S,S/D,C, NO, 166-46-3895 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 91130824 FINANCIAL INSTITUTION. HARRIS SAVINGS BANK ACCOUNT NO, 09-00028119 TYPE OF ACCOUNT. . ( ) SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTAIlLISHED 1l-05-96 Account lalanea Parcant Taubla X Amount Subjoct to Tax Dabta and Oaductiona hxabla Amount Tax Rata X Tax Dua 186.43 1.000 186.43 ,00 186,43 ,06 41,19 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS, MAKE CHECK OR MONEV ORDER PAYABLE TO. "REGISTER OF WIllS, AGENT ," TAX CREDITS: PAVMENT DATE 01-11-91 DISCOUNT (+) INTEREST/PEN PAID (-) 2.36 RECEIPT NUMBER AA211533 AMOUNT PAID 44,83 TOTAL TAX CREDIT IALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IP PAID APT!R 1"11 DATEI lEe ReveRse FOR CALCULATIOM OP ADDITI L INTEREST, · C IF TOTALDUI I LEIS TN.N U, NO PAYNENT II REllUIUD, IF TOTAL DU! II RlpL~CmD_~~uA_~~R!~H:...L~!J.l Yl1U HAV IE DUe A REFUND. 41.19 ,00 ,00 ,00 R _lI!llf NOTICE t PAVMENT, _UNO eCR)1 'ell ~..: f'."l (; ~ N I ct. H4 I~"" f)'v '!' ;j DC) to fulfill the rlqulrHMh of Section 2140 ofth. InhtrltMClI and Elt.t. T.~ Act, Act n of 1995. ('12 P.I. ",Uon'I,QI, DetllOh the top porUDn of thit HoUoI IInd lubl" with yoUr ply...,t to tM R.,htl" vI Wl1h printed on the ravers. llde. M_ "ilk. CMClk or .....11' ordl., Ply_I' tOI RUIITEA OF WIL~I, APENT. " r.~ .f . tlM orHIt, which Mil'll not requ..ted on thl tlX ,..turn, ..y bl ,..qu..ted bY ClOllPl.Unl .... "Appl1cIUDn for _.fund of ,,-,"1,,1\1'.,,111 IntMrltllncll Met Eltet. TIM" (REY-13U)' Applloatlon, Ira IVIUebl, at iM OUlo. of ttMI Reghtl,. of WUlt, MY of the ZS Rllot.,.,.. Dhtrlel Offlo.. or by alUlng thl 'Plole. '''-hour ."....r1ttt ..,.vlel ~r. for for.. ordlrlngl In P~.ylvlnl. 1-800-"'-2050, out, Ide Ptnnlvlvanl. ftnd Ntthl" ~oo.l Hlrrhbur. .r.. (717) 717-S09tt, TOOl (1il) 172.22S2 (He"rlna I"llrtd Oohll. OIJECTIONII An? p.rty In lnt.r..t not .atl.flad with the .PPr.I....nt, .llow.no. ar di..llowano. of daOuetlo". or ......-.nt of UIC (lnclucU", dlleount or Int.r..U I' .hown em thh HoUe. ":1 objlct wUhln .lMb ('0) daYI of reel,l,t of this Motic. byj "..,.Itt.. prot.lt to the PA Deplrt...nt of RIVenutI, aolrd of App..II, Dlpt. ZI1DZ1, H.rrlsburg, p, I11Z1~1021, OR aa.leoU,. to hlv. the .attar det.r.IJWd at thl audU of thl HOOlllt uf thl P8tlon.l rapr...ntaUv., OR ..:......1 to the OrPhtlnl' Court AIlIIIN" IIT"ATI"" CQJtftCiIONSl DISCOUNT I PENAL TV, INT!RlIT. FlOtu.l arror. dhoovarad on thll .".u.-nt .hould bel addr....d In writing tOI PA D.,..rt.tnt of A.VIflUl, Bur.eu of IndlvlOu.l TalC", ATTNI Po.t .......-nt A.ylew unit, DEPT. 2.0601, H*rri.burl, PA 11121.0'01 Phone (717) 7'7-'505. s.. p... S of thl bookl.t "lnltrUQt.Jonl for InhlrUMC' T.IC A.turn for. R.lldant Decadent" (REV-1S01) for an 'KPllnltlon of Idllnl.tr.tlv'l~ corrMCtabl. .rror.. If MY tllC dUe I. p.ld ..Uhln thr.. ()) o.landlr ItOftth. Iftlr thl dIotcklntf. alth, . flYI parcent (!iX) dllClount of 'tha t.IC plld II IUowed. The 10 taK ~lt1f non.p.rtlolp.tion penllty 11 ClOllftUttd on thl tot.l of thl tlX and Intlr..t ........., Met not p.ld bafor. '*""'rv II, 1"', thlt fir.t dlY .ft.r thl end of the tile MM.ty parlod. Thil non-p.rtlclp.Uon pena11;y I, .....llbl. In thl .... .lInnIr 1M In thl thl .... U.. Plrlod ., YOU would ....., thl tlIC and Int.r..t tNt hi. bien ......... II Irtdloatect on thh noUel. Int.r..t I. char_ "1lnnlne with flr.t day of,dell~y~ Itr nlna (,) IIOnth' and ana (I) d.y frOll the dati 0' "eth, to ttMl d.t. of ply..nt. hXII which HelMa deUnquent Nfor. Januerv 1, 1912 ...., Intl,..t .t thll ret. of ~1JC ('X) pereant Plr WW1UI celculeted It I ullY retlof .0001'4, All te.a. which bile_ dallnquant on or ,ftlr Januery I, 1'12 wUI b..r Intar..t .t . rltl .....ioh w111 ".ry frOll c.l"'r Y'" to c.land.r y..r with that "Ite WlnOUnClad h>> tt. PA DepartHftt of Rlvanue. The .,110.1t lnter.lt r.t.. for l'lr through 1997 Irll V..r enter..t Alt. Oallv Int.r..t fIe tor V.er In~.n.t Rat, Dally Int.rl.t Flctor I'll lOX .OOOSql 1..7 'X ,000247 L'I. 16X .OOOUI I9I'~I"1 \U ,Uml 1- m . DOOSDI .\99l 'X ,000247 LN. \JX , UnS6 I"Jal'''' 7X .ODOI'2 \M6 lU .GOOI14 199&-1"7 'X ,Um7 ulnt.r..t i. caleul.tld I' follCHllI: lHTElllT . IALANCE DF TAX UNPAID X NUNIER DF DAY' DELINqUENT X DAILY INTE.ElT FAcToR "'Anv HoU" "sued .fter thl tlK HClGH' d1111~t ..111 raUMt In intlr..t calculltlon to flftMn (11) dlYI beWGnd thl dlte Af thl ......Mnt. If "I~t 11 ... Ifte, tM Int.rllt cMPUtatlon dIIt, .hoWn on thl Metlo., additional Intlr..t .ult be c.teut.t....