HomeMy WebLinkAbout97-00856
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:tNl"ORMAT~ON NOTtOI!
TAXPAYI!~ RI!8PON81!
FI!.1 NO. 21.'I'l..g",i,
AON 97144711
DATI 10-i6-97
TYPE or ACCOUNT
EST, OF ~5Tlj~R M CORPELL ~ UV1NOI
S.S, NO., 215-26-1527 CUBCK1NO
DATE 01' DEATH 07-27-97 TRUST
COUNTY CUMBERLANP CERTlF,
RBH1T PAYMENT AND FORHSTDI
REGISTER OF WILLS
CUMBERLAND 00 COURT HOUSI!
CARLiSLE, PA 17013
-...-
UH,,'IIIHIHU
VICTORIA E KUTl
CIO CORDELL'
2291 LINDSAY LOT RD
SHIPPCNsBURa PA 17257
HEl.LON pari h.. provld,dthl t1lpu"...nt with th.lnfot."Uon UU.d bllow whhlh h.. blln "lid tn
o.lo\llath\ll thl potllnU,thK dUll Thtlr record. I"dlclt. that at thl death of thl abo"l dlced.flt, yOY wlr. I Joint owner/b.nlflelatv Ct'
thlt ,.aObynt. If VOu ,f"1 thh Infor.,Uan .. 'n~orr.ot, Pl.... obtain wrltt'n Q(Jrrlc\ion frol thl fln.nolel_ In,tltutlon, .ttICh. OOPV
to this for' .nd r,turn It to thl above tddr.", .Thh .OOOU"t " 1ftlulbl, In ftcQQrdanM with lhlll lnh.r\tMtlfIl hlfllW~ of thl f.f1l1l11on",..l\h
of 'PIM'vlvanll. ,QuIIUon' ..y bt an,w'''ld bV o.ltlnl (111) 161-nU,
OOMPLIITI PART 1 .IL0\411 II ~ SlI RIVIRaI SlDll 1I0R FILING AND PAVMINT INSTRUOTlONS
^ooount No, 422-800-6514 D.t. 07-12-S6
e.hb1i1h.d
: .,1
" .lC.)
Aooount Bolano.
p,,'rolnt T.~.b1.
A~ount 8ubjoot to To.
T.~ Rot.
pot.ntl.1 Ta. DUo
T
K
2,156.04
50,000,
1,078.02
,lEi
161.70
To In.ur. prop.r orldlt 10 vour IOOOunt, two
(21 onp'" a' thl.no'lol,~" 'ooo.p,,"~ your
paYMent' to thl RI"htlr'ClfWIUI. Hak.' ohlok
plIyabll tal """"tir of WUh, AI.n\".
w
HOltl 1 f tlM ply..ntt Ir. .Idt within th,...
(1) .on,,,. of thl dludll1l', dlte af d"th,
yOU .aY dlduot >> &~ dS'Gount ofthl tlM dul,
Any Inhlr Hann t.~t du, wUl btClCl.. dtUnqU,nt
nlnl (,) ~onth' ,fter the'd,t" 0' dlath.
[CHECK ]
ONE
BLOCK
ONLY
A. 0 Thl above -1n'or.."on end talC ,dUI h Garl"lot. -
I. You .a~ chaO" to re.lt plV.ln' to the R,altter of Wl11' wtth ~wo copl.' of thlt notlol to obttl"
I dJ.count or Ivoldlnt.r.,t) or you .'v ohlok haM "A" and r,turn thlt notlol to the RIglltlr of
W111t and IIn oHloI,.1 .....u.nt will b. IHUlild bv thl PA OIPartunt of Revlnu..
I, 0 Thl above ....t hit bltn or Hill b. rlPC;lrt.d l'lMd taM paid with thl P",n.vlv,,,'alnherltanoe TIM r.tul"n
to bl fll,dbY thl dlcldant" repre.lntatlv.. '
c; ~ The above Infor.,Uon l~ncor,..ot 'l"d/oUllbh nnd deduct1on, ~tr. paid by you.
You BU.t cOIIIIPII'1 P.~T W Ind/orPART l!J beto~. .
PAiiT--rf you Indluto 0 dlffor~nt to~ r.t~,p1...0 ototo your
I!J ro1.tlon.hl~ .to d~o'd.nt I ptlLj I, '1'[ R_
'l'AX R&TURN . UOMPU1A'I10N OF TAX ON .jUINT/TRusr ACCUUNr8
LINE 1, Doio e.tob1hh~d 1 fl1- (J.'l;';'
2, Aooount hl.noo 2 ,:)/tf(" ,1\'1
I. Plrclnt Ta)C.ble ;! w . .'iD
4, ^~ount IUbjoot to f.. 4 J 0 'l!l ' (!;;.
I, Dobt. .hd Doduotlonl a
" ^nouiit ro..bh 6
7, T.. R.to 7 M
a, T.. Du. a
.;', :': ':::~
,""
OFf*ICIA~ US~. ,OM~V!, MF ~
~kPARt~~~t;t~r,!j,a~V~,N~'~" I
, . . ',,:'::,';:':,::;;: \;:'1 ':;;:;1';;:::":;:;;:":\! ~;:; ;:!", ;~;; i: I:;';;:;:;:,'.:; ,;:r":;::;,;,:; - ,.' ',..,'.,,:, ,:,,':,
;':'!,::,:!; ,; ;,:i!:;';li::::!':)i'W::\::N> :c:';!i:: ',' ',',,::,
".':',:,:,::'" ':::>{i[l;l>;': ,':":::::i"'., ".;!
'PA
PARf.
l!1
DATE
plaTS AND.DIDUQ'l'IONS
PAD "
1
2
.3
. ",4
,5
6,
1
S
CLAIMID
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PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I d
TDTAL tUntor on Llno 1 .f T.~ co~put.tlonl ·
Undor p.no1tlo' of porjury, I doo10r. thot tho f~ot. I hoyO r'~ortod .boYO .r. truo, oorroot ond
oo~ploh to tho b..t of ~t)noH1'dgO ondb.Uof. HOME (//17) 1/'/(. ,/) 1C1
,///,,.'/"/1,': ,C' ,.j;, ,/. Wnl1K ('~/" 1 .,or \')'7,
-
OENERA~ INroRMATION
1. PAII.URft TO RSlPOND WI~~ RH.U~T IN AN DFFICtA~ TAK A8&ft88HHNT wllh 'rnlloollll Inl"'" h...d 011 11110,.,,1011
lub.'U.d bvtn. flnl"ollll 111I'l\u\1on.
J. I,M.rHlllcl 'Iil "100... d,lInQulnt I1ln. .uuHh, Alh". till clllo.lIun", dlttl of fluth.
I. A Jellnt IQQOYOt ".tlltattll IVln'hellU" thl 11'011111:11\'1 nn.. wlU,uJtl.d '"'' .."ttlr I)f tltlMVlnIlnot,
~I Aooounh (Inoludlng Plan hlltfhtlh,,,'l hUlbntld tlml wl't' Illllah \1\11 dlOlldt"t ,.ut In Joint nit," wllhlhunl Vllt 11I-lIlf tu
dlll\I' It. f~llv tlliabl. u "'Iu1Ulr',
I. hoo","h ..,.bU,hld Jolntlv ".tw..n Ily,"anet "lid wlfg !IIaro than onl V'lr Ilrtnr tu duth IIrl not \"."hll..
6, bcoun" h.ld bVI "Iud,"t "l" trult ftlt" ftMtller III' other. art '11(f1111t flH lV.
REPORTINO INSTRUCTIONS 0 PART 1 . TAXPAYER RESPONSE
1, 'LOC~.' If thl Infl;lr.iUc)n .nd IlOIllPut..tlon 111 thi no'lol nrt DOrrlG! It"d dtlduct 10'" MI nut 1I,lny Olll"tld, 111"91 It" "W"
In blook "A" of P"rt , of thl Ilfal(paVlr AUlIOn.," 'lo'lon, Slun two Clopl.' "nlt Ilfb.U tI"l with Vallr ohlok fnr',,,, ".Oun' of
tlM 'II thl R..h'lr.of WIU. Qf 'hi OOU"''1 ImUon'.d. Thl PA Oep.r'..,,' of R.""nuI will '''UI l'It'1nfflolftl 0......11'1'
(fori RElJwU~' E)U UpOn rlollpt of 'hi return 'rQ' th. R~Jthtlr of WOIII
ti .tOCt(.. If'thl ....t iPlatfhd on thh notlol Iln' baa" or will b. rlPorhd IInd talC paid with thl l1ennlYlvllnl., fnl1ltltnllCltl
'1M Rlt\lrnfUld'bV thl Iteo'd,nt'. rlp'...nhtlvlI,plftnd IIn uW"ln blaClk "I" ofP.rt \ offhl "TlIlCllItY.t' H'.f1U""" 'Gotll,". Slun on,
CloPy lU\d riturn to th,PA OIPllr\.."t of RIIVlllUI, IhltllltU 0' Individual UI(", Iilllt raOUl, llerrlthurVI 11~ I/lla.0601 In WI
Inv,IbpI pto~ldld,
I. IlOCK C . If th, nClUot infClr.,tlon h Inoarrllut 11M/or tladuotlOnl are belngc)hl...d, ohlok black.He" lJnd ootlplqtl 1'4"\1 l rlmll
l\I,I\1ul'ulnit hi \I,. 'n,'tf\lotlon, "oloWI Sian 'W~ 1l0Phf nrir1 IlIthl'll. Ill". with jlnllr ohlck for thl .Rount 0' '81( nayable '0 tht RI,II.'er
of Will' of thl,C1ountv Indln.hld, Tha PA !lIP"rt.,nt of RtVI"lfl will l..uI an offlClhl .........nt {l10r'.hF,Y-164a I1MI up()n r.nlpt
of the ",.hltn ffOI the RIlIhtlr of Wlthl
TAX RETURN - PART 2 . TAX COMPUTATION
~11lE
1, Enter thl de'" thl 10(lOoot orlgln.Uy wal I'tahll'h'd at tiUed In thl u"n.r,e",htlnCl ,td.t, of dUtil,
HOTal Far, d'Cld,nt dvlno ,ft,r 121121821 AOQount, wtllch tilt utold.nt put In Jalnt n.... wl'\hln ohl (I) vur of dlath erl
t.llllbl' fullv .1 trln.f.r" IHnnllJlr, 'hue I. rln I;c-ohlllon nQt '0 ,walld ",000 plr "-an,flrn regardt... 0' thl \lIIlu. ,of
thl 1000unt or thl nu.ber of IUIQOUn" h,td, .
11 . doubll ..tlrllk .(t1l0 appllrl blforl your flr.t ,,,.. In th. IIddrtll porUC!" of thll notlf;ll, ttHI U,OOO IlCohlllon
el"'"1 h.. bl." dlduohdfra. thl aoooufH balanol .. ,.Iported bV thl' flnlnalll Inltltut1on, ,
2, Ent.r thl totll blllna. of thl IjOOU"t tnohfdlnvlnhrllit eoeruld to thl dltl of dl., ,th, '
I, Thl pero."t of thlt laoo,,"t th.t ,hlCable for noh .urvlvor II dlhr"lnld I' foUaWfI , '
A, Th~.plro.,,~ tlMabal far joint Ii..ts ..tabl'l.hlu "Qtl thllln ani vI'r pf'ior to thl dIOldlnt'" dtllthl
I DIVIDt!D IV TOIIl ~laR. OF OIVlbab IV TbT~~ HUHIf.R OP ,R 100 . Pf.RCEHT TIRULf.
JOIHT OWHf.RI IURVIVIHO JOIHT OWHERI
EM..,lll A joint ....t rlglltlrld In th. nl~1 of 'hi dlCldlnt and t~a athir plrlana.
1 bIVIDt!D IV I (JOIWT OWHf.RI) DIVIDED IV IIIURVIVORIl . ,167 R 100 . 16.7A I"XAllE FOR f.lCIl IURVlyon)
8, TtM peroent tIM'bl. for ""It. or"'ld within 0'" Ylllr of thl d,oldlntl, dllth or loooooh ownld by thl d.o.d,"' but hl'd
In tru.t for !mothir IndlyldUIIlUI) (ttUlt lllr\,pohrlll)1
1 OIYIPl!D IV TOT^l HUNIER or IURY1VIHO JOIH' R 100 . rERCEHT T^RAllf.
OWHaRI oR TRUlT IEHEFICI^"IEI
EM..,III Joint HOount 'f.gIU.rld In th. ntlll' of thl dleldlnt end' two athu'plr.one end utabl hh,d within on. vnr of dlllth by
thl dtotdtnt.
I 01Yl0l:0 IV . UUIVIVORII . .10 X 100 . &OXlTIRAI~E FOR E^CII IURV1YORl
ThO _I '1!Il1"1. 10 IRR 1110.61 I. d-,,,.III.d by .<<llIply'no Ih. ..OOhnl b.l"",. (lIno II bY Ih<o p"a.nll"Rbl. 1I1no Ik
f.nl.r \hi 10lR ..0' lhO dtII\6 WWI d'ilUollon' 1I11Rd III r,,1 I.
ThG ......1 \611I11lI! 1I1.. I) .. d.II"'ln'~bY lutI\"ollno Ih. ~.b" ..d d.dIIollon. .1I1no II "0' Ih. """"'I 'utll.ol 10 t.. Oln. ~I.
Enl.r Ihtl9Propr ,IR IRR rRI. IllnR 7) .. d.I.,.llIld b.low. ,
A. '''1'' ct.,.. of delilthooo",r"''', Iftlr 6/10/'4, thl'"1( "Ite. for tren'l'rt to IPau... Ire" fallow"
I. bRI" of CltRlh on or .1\" 7/11" ond bl/o" I/\/U IhR rol. I, X,
., D.tl' of ..th on 0" Iftlr 1/119. tnn.flr. to ,paut.. will bl tlwld It OX tlM r.tl,
Nohi Par dat.. of dt.th prior to 711/94 tt,,"tllrt ta ,pOU'" irl taMabll at 6_t
I. Tr"""1 10 II"'.' Cltlo'hlIoo\6 IhOIUdI"o IRlh", oolh"1 lon, d""ilhlf" or_Mild''', ,on'ln'I..,
dlUflhllroln-'1W1 ,lllPonlldOnd Ih.l. I....." 10Robl. R .1" p.".nl (oXI, ,
C. Tren.f.r. to.l Olher' InelUdlnlbrothll', Illter, unelll aunt, nlphlw 1M nleu .ta tlnbl1 at fln..n p.rOlnt OliO.
I)j If ~ou ohentt the 1M tltl, pI.... 'Plolh your rlla\lanlhlp tel thl deOldlnt In thl a,... provllt.~.
.. 'hi"'" Clf tlM dut"CllM .) h d.'-~rilnld bV .ult1plyln8 thl ...ount tlMeblt (l1n. 6) b>>, thl '_IC ritl nln. 11.
CLAIMED OEOUCTIONS - PART 3
DEBTS AND DEDUCtIONS CLAIMED.
~llOWllbll debts and dlduotlcm. Irl dltlr.ln.d al 'olloWil
.
A. You 1"llbl'" rUPOntlblt fQr P''1''flt, ort"e ,"at. 'UbJlot to fldllnlttriUDn by . plr-lon,1 r,pr,..nUUvI It In'lIffIDllf1l
t. P.v Ih' d.lfuotibl. 11161,
a. You "tuIlh paid thl d,bh ,fte,. deUh of Ul. d~c.d."t lf1d oln flltnhh MacH of PiP."t.
c. OeM,"I", Cil~I..d,tIU.t bi UI.IUd 'Ultv In Pftrt S. If addltlclf\.' 'pin It "..d,d, un plal;, "aplr . 1/2" I( 11", Proof of
PIVltnt ..Vb. 'r.que.tld bV 'h. PA nep.rt,.nt of RIVlnul.
, '" ;i"~"",',:n ' TAXPAVIIR ASSISTANCl\
""";":,,,;,;,~,:,,,lll "OU NEilD FURTHER INFDRHATruON OR AS~ST!OOCl!:, CONTACT ANY
"ii,""m;, mll\G~$TIi~ OF WHLS, PA DEPART 1I~ OF.RE M DUTWICT OFFICE
..;' ",,,'\1 L TH IlURIlAU OF INDIVIDUA XES A P II I QUIRY UNIT IN
HARRl$lu a T ( 17) 787-8327. TDD* (7 ~) 7ta-a sQ CnEA INO IMPAIRED ONLY)
',' "...,'.,.".