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GENERAL INFORMATION
1. FAilURE TO RESPOND Will. RUUL T IN AN OFFICIAL TAM ASSESSHENl' ..\HI ,ulpllclI\bl. Inhlr..' blind em In'o(,,8Uon
IUblllJHld b\l the fh\"n~iftl Inttltutwn.
1. Inhlnltane. t," bleolll'. dlllnqu"nl nlnl lIIonth. IIft,r the dlclle"",t', lillt, of d."'h,
S. . Joint 1..IOOUI1\ I, hWllbt. .".n though thl dlc,dlnt', "/till' Will addlU Itl n Ill"".' of cnt1'Jlnl,,"cl.
It. Aocount. 11Jf4-.~I,n" ~h.o" hlld b,tll'''' hUlbftnd Itnd wlfl) whl!':h thl dleedlnt !lilt In Joint n"",u within line V.flr pr 101' to
ct.\lt" .r. flJl Iv t...tjr. d '(Mlf'f.,
I, Account. ..\ftbll,h,d Jolnth tt.htl.m hUlhllnd "IInd wlf. lIore 'hlln tin. \lur prlol' to "llIth IIr. not t"wIllll_,
6. AClCloun+. held bv . dlcld.nt "'n trult for" enother or athen .r. t")(,,hll fulh.
REPORTING INSTRUCTIONS . PART
TAXPAVER RE!PONSE
I.
BLOCK. " If the Infor..tlon and cOlllputatlon In ttla notice fir. con.et find dllducUmu lIrl not baing claIM.d, Jllitca an ")("
Irl block "A" of Pllrt I of tl1. "hllcpay.r R..ponu" ncllon. SI~n tom (;opl.. tlnd SllbMlt th.M with your chuk 'or th. a.olmt of
tal( to th. R.,lIt.r 0' Wllh of th. county Indhll~t.d. Thll PA llClpartllll"l of R.venue will luue IIn official !U.an..nt
(FOro1l RE~'1Sljl nil upon racelpt of tha raturn 'rolll th. Regl.tar of Will.. '-, f
t f'~l ."ei
BLOeM I . If th. 8II..t IpulHad on thll notlc. hall baan or wilt ba r.porhd rind ttl)( Pllid wi. H*tPllnn.vllf,n'Jr IlIha,'l\anc. ,
Tal( Rlturn fllad by tha d.eadlnt'. ra,lraunhtlv., ,11Iu:e an "I(" In blcck "1\" uf Part I of th. "TnlC'l..'lvlr R"Pontl.....otlltln~hJ,I'n on.
copy and r.turn to tha PA Dapnrt~ant 0' Rev.mua, Bur.lIll 0' Individual h)(lII, IIl1pt lllOilLlI, flnrrlsburu, flA 11128-0601 In thl
."valopa provld.d.
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1. BLOCK C . If tha notlc. Inforlllatlon Is InC'lorl'Get 8milo, chuluctlon9 lira blllng clrdllllld, (.,"!Ick block "C" find cOlllpl.h Parts Z and 3
according to the In.trllctlon. b.low, Sign two coplu "nd sub",lt th.t11 with your (lh.c'" foe' H,. Amount M Hl)( pltyaola lO ttll.. l(egh,llf
of Wills of th.. county Indlclltad, Tha flA Dep~rtlllant 0' Revenue will IlIu. an official 1I11..."'ent (Fcrll REV-IS48 nil upon rlc.lpt
of th. r.turn frOM th. Ragl.tar of Wills.
TAX RETURN - PART 2
- TAX COMPUTATION
LINE
1. Entar th. data tha atoount orlglnllllv was ..hblhh.d or ttthd In the lIa"n.r 8)(lstlng ftt doh of duth.
NOTEI For II d.c.dant dying aftar tZl12l8ZJ heDunts which th. dacad.nt put In joint nalll.. within Dna (1) valtr of d.ath are
tlllUlbl. 'ully a. tran.fart. Howavar, th.r. 11 an f1)(cluslon not to alCcnd B,OOO p.r transfer.. regardla.. of the valu. of
th. account or th. nUMb.r of !lCcount. h.ld.
If a doubla a.tarhk (Il") appaars b.for. your first n<'lMa in th. ltddr..s portion 0' this nottce, the $1,000 elichl.lon
IIlralldV ha. b.l" d.ductad froM tha account balllnoe al ruport.d by th. financial in.tltutlon,
2. Ent.r the tot.t bal.no. of the account Including Intere.t IIccru~d to tha data of danth.
3. Th. p'r<llnt of the aooount thlt II tal(abl. for 8lIch survivor Is d.tarllln.d a. f01l0Wtl
A. Tha Plrc.n' t.ubl. for joint 'lIat, uhblhhld llIar. than on. year prJor to thl d.eadlnt'l daath;
1 DIVIDED IV TOTAL NUMBER Of
JOlHT OWNERS
EIi.IPIII A joint ....t I'.ghhrod
DIV1UEO 8't' TOTAL NUMBER OF K 100 . PERCENT TAKABLE
SURVIVING JOINT OWNERS
In tha n!l~a of thl dae.dant nnd two othar pat Ions.
I DlvJDED IV 3 (JOINT OWNERS) DIVIDED IIV Z (SURVIVORS) . .167 K 100 . 16.1% (TAXABLE FOR EACtl SURYIVCIR)
B, Thl p.roant talillbll for nllat. craatad wJthln ona yur of th. daead.nt'. dnth or ltocounh ownad by thad,o.d.nt but h.ld
In trult for _noth.r Indlvlduall.) (tru.t b.n.flclllrl..);
I DIYIDED BV TOTAL NUHBER OF SURVIVING JOINT
OWNERS OR TRUST IEHfF!CIARJES
K 100 . PERCENT TAKABLE
Elillpl., Joint Iccount r.gl.t.r.d In tha nl.a of tha deeld'nt and two oth.r par.on. and ..tnbllth.d within on. year of d.ath by
the d.clda"t.
1 DIVIDED IV Z (SURVIVORS) . ,SO K JOO . 50% (TAKABLE FOR EACH SURVIVOR)
It, TM nount .ubjat1t to tll( ellna If) 11 d.ter.lned by Multiplying tha account balanc. (IIn. l) by the p.re.nt ~elilbl. Uln, S),
!:t. in'C.r tn. lOlal ct' In. dabh unu ullduCldoml II.tl..l III P..I , ::,
6, f.,. ..ount taliabl. Clln. 6) 11 datlr"lnad by ,ubtraotlrlll tha d.bt. and d.ductlonl ellnl 51 froll th. allount Illbj.ct to t8l( <lln. 4),
1, Entar till IPproprt,ta \Iii rat. Ulna 7) .. d.tlrMln.d balow.
A. For d,t.. of dlath occurring aft.r 6/30/9lj, tha t!llC rat.. for trln.far. to spou... ar. l!lI ftdlow.,
1. Det.. of d.eth on or eftar 7/1/94 and b.fore 1/1/95 tha rat. I. 3%.
2.. Oat.. of death on or .ftar 1/1/950 tran,'er. to .pout.. will ba tali.d at 0% tali retl.
Notl! For datu of duth pr lor to 111/94 transfers to .pou... Ir. t"liable et 6%.
.. Trtn,'.r. to 11Mal d..eand.ntt InCluding ""h.r, Ilothar, Ilon, dllughhr, grandehlldrln. son-ln~law,
dlullhter"ln-llw, .tapchUd and thair IlIua ar. tl_abla lit .IM p.re.nt (6%1.
C. lrln.f.rt to .11 ath.r. IncludIng broth.r, .Ister, uncla, aunt, nlphaw and nl.ca arB taliabl. at flfta.n pareant (150%).
D. If YOU chan,. tha tll( rat., pl.... speolfY your ralntlun.hlp to thl d.cadant In th. ar.. provldld.
., Th.,..ount of tlli due Oln. I) II d.t.r~ln.d by .ultiplylng the aJllol.lr.t ta_abla (llna 6) by the tali rata (IInl 1).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabla dabt. and deouctlon. arl dltar.lned I' 'allows 1
A. Vou 11'elly ar. r..pontlbla 'or pay..nt, or 11'1. I.tata ,ubJaot to adalnlstratlon by . Plr.onal r.praSlntatlVI I, insufficient
to PlY the daductlbl~ It....
I, Vou letuIUV' p.ld the dabts nftar da.th of th. decad.nt and elln furnish proof of pllYllllnt.
C. Debts baing cl.I..d au.t ba ita. Iud fully In Part 3. If nddltlonal 'PIC. Is no.dld, u.. plain pllpar a Ill" _ U.., Proof af
p.y..nt .aV' bl roqu..ted by thl PA DIPort.lnt of R.Y.nuI.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE .
ORl:"L~' THi: lUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
. I(ARRISB,U~$'4r (:111').. 7e7l~:527. TDD' (717) 772-2252 (HEARING IHFl.~~~D qNLV)., .~i;
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P\IIlP~E Of
NOTICE 1
10 fulfill tho r.qulr...n.. of ...Uon 21\0 of .h' lnh.rI."".. .nd E,hto T.' A.., A.' II of 1995,
,.cUon 9141)),
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(1 Pol.
PAVMENT' n,'..h .h. "P porUon of .hl. MoU" .nd ,u'.I' .Ith ,our p.,o.n' '0 .h. ...I...r of Will. prln..d on Ih.
rly.r.. tid..
_~ Make chlok or eonlV order payabll tOl REOISTER Of WIllS, AGEH1.
.EFUl40 (t.ll A r.fund of . ..' .r..I\, .hl.h ... oot ,.uu..... 00 .h. .., r.turn, 0.' .. r.qu....d b' ...pl.Unt ... "ApplI..Uoo
for ..fund of p.nnIY1,onl. 10h.rI..".' ."d ,...10 To<" ('EY-ISIS), Appll..UOO. .r. .,.II.bl. .. .h. 0100. of
.h. ..ol...r of Will., .0' of .h. " ..,.nUl OI..rI.' nffl." or b, oolllno .h. .p..I.l 24-hOu' ......rlno .."I'.
nu.b.r. for fO'.' o"..rI"O' '0 p.nnIY1,."I. 1_.00-)62-20". o..told. p.nnlYl,onl. .0. .I\hln 10..1
H.rrl.....r. .r.. 17111 101-0094, TnDO 11111 112-"'2 (H..rln. ,op.lr.d Onl,l,
oa.IECT!OIi" A'" por" In In..r..' hOt ..tI.f1.d .I\h tho .pp..I...."t, .110..0" or dl"ll...n.. of d.du..lon. or ........nt
of ... IIn.lu.ln. dl..oun' or Intor..tI .. .hown on .hl. M.tI.. .., ob\or.t .I\hln .1... (60' d... of r...lp' of
thh MoUe. byl
--.rlt..n pre'''' .. 'h' PA n.p.r...n. of ..,onu., ...rd of A..'"'' n.p', 21\021. "."I..ur.. pA 111"-1021, OR
__.I..tln. '0 h.v' tho ...to,. ....r.ln.d .t .h' .udlt of .ho ...."". of .h. p.,.on.l ,.p,...n..tI'., OR
...,.p..1 to the Orphans' Court
AD"I".
ISlAAllYE
COftRECTlOMS I
f.e.u.1 ",,0," .llOo,or.d on .hl. ........nt .hould b. ...r..... In .rlUn. '0' PA n.p.,...n' of ..v.nus,
au'''u of 'ndlvldu.l T....' AlT"' po.' A.......n. ..,1.' Unl\, nEPT. 280601, H."I.bU'.' PA 11126-06.1
phon. (1111 161-6"'. s.. pOI. 5 of .h. bOo' I.' "1","U.Uon. fo' 1"".,1\""" To' ,.'u,n for . ...1"'01'
0.....01." \REy-mll fo' .., ..pl.n.tlon of .d.lol.".tI'." ocrr..tohl' err....
DISCOUNTl
If on, ... d... I. p.ld .lthln W.. (31 ..I.nd.r .on.no .fI.' .h. d....on... .....h, . f1'. p.rc.n. ,,~l
dhcount of t~ tal( plid i. .UOWR.
PEHAlT't'1
Th' 15~ ... _'" non_p.rtl.lp.tlon pon.It, I. ........d .01 .hO tot. I .f .h. t.. and In'.'''' .......d. ..... not
poId ...for' J.....r' 11, 19%, .h' "ro. d.' .ft.r .hO ...d of .hO t.. ........ p.rI.d, Thl. non-p.,U,lp."on
p.n.l" I. ..p..lobl. In tho .... .onno' .nd In thO .ho ._ .1.. p.rl.d .. 'ou ..ul. .pp..l .ho ." ond In'.'."
thet hll been .......d .. indicated on thll notice.
INTERESTl
In..r..' I. .h.r'" b..lnnlnt with f1ro' d., .f ...Il".,...no., or 0110.19' eon.h. and.... III d.'
fr" .ho d....f .,.'h, .. ,110 .....f p.,..n', T.... .hl.h b.._ ...lIn....n' \>Of". J....." I. 1062
....r In'."" .. .hO roto .f 01. 16~' p.re.n. por ....... ....ul..o<I .. . d.II' ro'. .f .000"',
All I.." ...I.h b..- d.llnqu.n' on" .f1.' Jonu." I, 1962 .111 ...., In'or..' at . ,... whl.h will v.r. fr"
..l.ndor ..., .o..l.ndor ,.., .lth th.. ,... ."""..",.d b. .hO PA o.p.,...nt of ..'.n..., Tn. ...11....1.
inter..' r.t.. foT' lQaZ through 19'. .rl'
't..r tnt.r..t Rat_ OaUy tnt.r..t F.otor y..r tnurut flit. Dally tnt.rnt Factor
- -
\912 lOY. .OOOS48 1981 .~ ,000241
nil 16:< .000416 1"1-1991 1I~ .000101
\91'- 1\:< .000'501 1,'2 lfY. ,00021t1
1915 11:< .000156 l,IJ!,-199lt 1% .0001'2
I'" 1O~ ,000274 1,'1II-19'. .~ .000241
--tnt.r..t ,. oalculated .. folloWII
l"TEREBT . BALANCE OF TAK U"PAIO K NU"IER OF OAYf DELINQUE"T K DAILY INTEREST FACTOR
--An' MeU,' I....... .ft.r .110 t.. ....... ...lIn.....n. will ,."... ... In..r..t ..1.ul.Uon .. f\ft- 115' d...
...ond .h. d." of .hO ........nl, If p.,..n' I. .... .ftor .h' In'.'''' ........U.. d... .- on .h.
MoUel, add'UonI} lntarnt llU.t bl catculaUd,