The URL can be used to link to this page

Home My WebLink About95-00828 "',.. ,..." ..,;;, ~\,. :.':' '", ., ;, ~ ,:,..' ..;, ; ) (~ ;,. ~i .. , ','::!..:,: ';, :.' -.f "J:. ;_,)- ~,,'~' !,", M' ~~:;~~I' "':";.;~J. ' "" "i ~;~ ':,.... :;, : ! .. :', .*-" ".~? h, It ".' .\ . -~r,;:~_'_:;: ,:: ".~\\ ~ ,- ~ -- '- '., .- " ,:. ~ .' ,. ..' '....... '.,,' ": ; ..... C......':.'.." .... ,..'~. '..'... :.<"...,,:.. .. '..'.. ..' . " :; ". , .. '... , .. '. . 1'~ " ,-,,"< ~i1;{~'\;.:~;~; ~::;Z~?' r -~ " i,-''''' -,S:',JJ. 'ijt~:., ..;.t,~, :('0:1 ~~:;:;{ L.X:r..... .~ <1"';~: ,it .r:Jff!1. ':":~f;~. ili' .'241' .. , ,. . }i;;;:\~Jr~>j CO""OHWtAllll Dr P[NNSYl VANIA DlPAA1H(NI Dr AlVlHlJ( IUAUU Dr INDIVIDUAL 1101(E5 DEP," ZIOUI ItAAAISlUAG, PA 11Il1-0'0l *' NO. 21 _CJ5-1f.;JK' 95151198 10-12-95 TVPE OF INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE 1I'.lhlll'" lI.n. EST, OF KEITH L ROSSNER S.S. NO, 170-56-2407 DATE OF DEATH 07-30-95 COUNTY CUMBERLAND ACCOUNT [Xl SAVINGS o CNECKING o TRUST o CERTIF . TO. JANET R ADAMS 10907 HURLEV DR SHIPPENSBURG PA 17257 REHIT PAvHENT ANO FORHS REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 DAUPHIN DEP BANK I TAU ha. provld.d the Daparta.nt with the Infor..tlon II.ted b.low which ha. b..n u..d In celculatlng the pohntlal ta. dua. Thalr r.cord, Indlcal. that at the d..lh of the abova duadant, 'IOU ...ra a joint o.",.r/b.neUclary of this .cCCKa"lI, If 'IOU f.al this Infora.Uon Is Incorract, pi.... obtain ..rltl.n correction froa the flnanci'l In.tllutlon, .tt.ch a copy ta thlt fora and r.turn It to Iha .bov. .ddr.... Thl. account I. ta.abla In accardanc. ..Ith the Inherllanca ra. L.... of Ih. Caaeonw..lth a' P.nn..,lvanla. uu.stlona ..., ba an...er..d b., c..1I1"" ,117) 1C,;.C.:tlt. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIDNS Account No, 4937740032 o.to 09-03-75 E.t.blish.d Account Balanc. Perc.nt Tawabl. A.ount Subjact to T.x Tax Rat. Potentl.1 Taw Du. Ta In.ure prop.r cradlt ta yaur accaunt, twa Cll capla. of that nallc. au'l acco.pen., .,our p..,.ent to Ih. Ragl.t.r a' Will.. Hake ch.ck p..,.bl, tal "Algl.t.r of Will., Ag.nt". PART [!] 1,165,65 50,000 582.83 .06 34,97 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE K HOTEl I' t.. p..,..nt. .r. ..d. Nlthln thr.. CJI .onth. 0' the d.c.dent', d.t. a' d..th, .,ou ..., d.duct a 5% dl.count 0' the ta. dul. Any Inh.rltance tn due NUl b.co.e delinquent nln. (9) .ontha a'lar the date a' d..th. K [CHECK ] ONE BLOCK ONLY A. 'h. abova In'or.atlon and ta. due la corr.ct. I. You an choo.. ta ra.1t pa.,.."t ta the R.glttar a' willi with tva copl.. 0' this notice ta obt.ln . dl.count or avald Int.r..t, or 'IOU ..., ch.ck bo. "A" and return thl. notlc. ta the R.gl.t.r of WUb and an official ........nt ..Ill b. I..u.d by the PA D.p.rt..nt a' Rev.nue. 8. c:J Th. above ....t ha. b..n or will b. r.porl.d and t.. paid ..Ith the P.nn..,lv.nla Inh.rlt.nc. T.. raturn to b. flJ.d by tha d.c.d.nt', r.pr...nlatlv.. C. c:J Th. abOy. In'or.atlon I~ncorract 8nd/o~.bt. and d.ductlon. w.r. p.ld by YOU. You au.t co.pl.'. PART l!J and/or PAAI L!J balow. If you indlcat. a diffarant ta~ r.t., pl.... .tat. your r.l.tion.hip to d.cad.ntl OFFICIAL USE ONL V 0 AAF PA DEPARTMENT OF REVENUE PART ~ TAX RETURN . COMPUTATION OF LINE 1. oat. E.tablish.d 1 2. Account Balanc. Z 3. P.rcant Tax.bl. 3 X 4. Anount Subj.ct to TaM 4 S. Dabt. and O.ductlonl 5 ,. A..ount Tawabl. (, 7. TaM R.t. 7 X 8. TaM Ou. 8 TAX ON JOINT/TRUST ACCOUNTS PAD 1 2 3 4 5 6 7 8 CLAIMED PART [!J DATE DEBTS AND DEDUCTIONS PAVEE DESCRIPTION AMOUNT PAID PAID I . I TOTAL (Entar on line 5 of TaM Co~utationl declara th.t the fact. I and baU.f. have raport.d above ara tru., corr.ct 17/7) ':i3..1 -;>''-/851- 1 ) ond HOME WORK - - - .-- 15511:5 111'Oi:!/!:il~ 11I1 1.1111111111I11111.111111.111111.11.1,1..111,1.1111I itJ.l..-J'~"""'"""~".~""'''''''''-''._>.'-_.~''-''--'''''-~-''''--''~~'''O-'""-1'~~~.w'~c"'-"'~:At,,,<..,.,,,,,,,,,,;:,''''l-~....,,;, .''''.''''...".=.,..,......,.d..h_......_-..,-______...... ~, , ';'. -l .~ ," ,tot'. , }' '1,j.. I ( , ..\ J ,,. , '.1 :' ,... ,I " ):,. . , ' > ," , j '", ~ r 4 '~ 11 t -. 'I",f .." j' " . I - ~ ,. ..;' .; ,/ I " " \' -, ~ ~, ~. ,( . ',. "----- , -. _._-;~..~.....~ - 'I~ ...:- ! \ J REV-1S48 EX AFP I1Z-9S*, cO~HW(AL'H OF PfNNSYLVANIA OEPAATH[NT Of REVENUE BUREAU or INDIVIDUAL uxU . DEPT, ZI0601 HARAISIURG, PA 171U-OltOI ~ ' \1\ \v.fl _.'.""! 0/ NOTICE OF INIIERITANCE TAK APPRAISE"ENT. ALLOHANCE OR OISALLOHANCE OF DEDUCTION", AND ASSESS KENT OF TAK ON JOINTLY IIELO OR TRUST ASSETS DATE 01-15-96 COUNTY CUMBERLAND ESTATE OF ROSSNER KEITH L DATE OF DEATH 07-30-95 FILE ND, 21 95-0028 S,S/D,C, 1l0, 170-56-2407 JANET R ADAMS 10987 HURLEY DR SHIPPENSBURG PA 17257 ACN 95151190 REHIT PAYHENT TOl REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 AMount R..itt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-iv:is4-i-ijf-AFji-ri1f:9Si------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-15-96 ESTATE OF ROSSNER KEITH L DATE OF DEATH 07-30-95 COUNTY CUMBERLANO ACN 95151198 FILE NO, 21 95-0828 TAX RETURN WAS, S.S/D.C. NO, 178-56-2407 IX) ACCEPTED AS FILED I ) CHANGED JOINT OR TRUST ASSET INFORHATION FINANCIAL INSTITUTION, DAUPHIN DEP BANK & TRUST CO ACCOUNT NO. 4937740032 TYPE OF ACCOUNT, I Xl SAVINGS ( ) CHECKING I ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 09-03-75 Account Balance Percent Taxable Amount Subject to Tax Dabts and Deductions Taxable Amount Tax Rata Tax Due 1,165.65 0,500 502,03 ,00 582,83 ,06 34,97 x x TAX CREDITS: PAYMENT DATE 11-02-95 RECEIPT NUMBER AA082284 DISCOUNT 1+) INTEREST (-) ,00 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 MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT," AMOUNT PAID 34.97 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE IF PAID AfTER THIS DATE, SEE REVERSE fOR CALCULATION Of AOOIIIONAL INTEREST. . IF TOTAL DUE IS LESS THAN fl, NO PAv"ENT IS REQUIRED, If TOTAL DUE IS REfLECTED AS A "CREon" I CRI, YOU "AV SE DUE A REfUND. SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTION" I . 34.97 .00 ,00 ,00 PURPOSE OF NOTteEI To fulfill the raqulra.~t. of Sactlon Z14D of the Inn.rltanc. end Eltata Tax Actt Act ZZ of 1'91. (7Z P.S. s.ctlon ZI4D). PAYHE"T I DetKh the top portion of this Notlc. end .ubIIlt with your payant to the A"lIter of Willi printed on the rev.r'l lide. -- Kekl check or ~.y order p.yabl. to. REGISTER OF WILLS, AGENT. All p.y-.nt. r.cllved ~II flr.t b. appllad to ~y Intere.t which ..y b. ~t with any raa.lnder applied to the t.x. REFUND lCR h A rafund of a tax credit, which w.. not reque.ted on the t.x raturnt aay be raque.tad by coapl.tlng an -Appllc.tlon fer Rafund of Penn.ylvanl. Inherltanc. and E.tata T.x" (REV-Ill)). application. ara avallabla at the Offlca of the R"I.tar of WIII't any of the Zl Ravenue DI.trlct Dfflc.. or by ceiling the 'Plclal Z4-hour an.werlng ..rvlcl nuabar. for fora. orderlngl In Pann.ylvanl. I-IDD-36Z-ZD5Dt aut.lde Penn.ylvanla ~ within local Harrl.burg araa (717) 717-8D'4t TDDI (717) 77Z-ZZ5Z (Haarlng lap.lred Only). OIJECTIONSI Any party In Intara.t not ..tl.fled with the appral..aantt alloNanca or dl..llowanca of deduction. or ......eent of tax (Including dl.count ar Intare.t) a. .hawn on thl. Notlca aey objact within Ilxty e60J d.y. of reealpt of thll Notlca bY1 --wrlttan prota.t to the PA Departaant of Aavanult loerd of Appeal., Dept. ZII0ZIt H.rrlsburg, PA 17IZI-I021, OR --alectlng to hava the .attar datar.lnad at the audit of the account af the par.anal repre.entatlve, OR --app..1 to tha Orphan.' tourt ADMIN- ISTRATIVE CORRECTIONS I factu.1 arrars dl.covared on thlt ......aent .hould be .oare..ed In writing tal PA D.p.rtaant of Ravenuet Iura., of Individual hx.., ATTN. Pa.t A......."t Ravl... Unit, DEPT. Zl0601t Uarrhburlh PA UUa-06DI Phone (717) 717-6505. S.a page 5 of the booklat -In.tructlon. for Inherltanca r.x Raturn for a Ra.ldant D.cedent" CREV-15DII for an .lIplan.tlon of edalnhtratlvlh corrKtabla Irror.. DISCOUNTI If any tax due I. paid within three (1) c.lender eonth. after th. dec.dent'. de.tht a ,Iva percant (5X) dl.count of tn. tax paid I. nlloN.d. INTEREST I lnt.re.t I. charged beginning with flr.t day of delinquency, or nine e,) eontha and ana el) day froe tha data of d.atht to the date of payeent. T.lla. which bee... delinquent ba'ora Januery 1, l'IZ bier Intaraat at the rate of alx e.~) percent per ~ calculated .t a delly rata of .000164. All t.x.. which bee... delinquent on or after January It l,a2 will bear Intare.t at . rata which will vary froe c.lend.r ya.r to caland.r y..r with th.t r.ta announced by t~ PA P.pertaant of Ravenue. Tha appllcabl. Int.r..t rat.. for 1'12 through 19" .rel 'tuI: lntlre.t AlIte Dallv lnte,...t '"ctO,. 'tuI: lnte,...t AlIte Dally lnt.,...t Facta,. l'IZ zax .000541 1'17 'X .001Z47 19l5 162 .000411 1'11-1991 IIX .00OSGl 1'14 112 .000501 ..., 'X .001Z'" 1915 In .0OOSS6 1991-1'''' IX .oaol'z 1916 102 .000Z14 1995-1996 'X .000Z47 --Intera.t I. calculated .. follow.1 INTEREST . BALANCE OF TAX UNPAID X NVNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice I..ued aftar the tax beeoae. delinquent will r.'I.ct an lntere.t calculation to flftean Cl5J daya beyond the date 01 the ......aent. If pey.ent I. a.a. .Itar the Intere.t coaput.tlon data .hown on thl Notice, addltlon.1 Intar..t .u.t ba calculatad. REV-1607 EX AFp (12"951* C~NW(ALtH Of PEHHSYLVANIA DlPARIHun Of Rf:VEHU( IUftUU Of IHD1VIDUAL tAICES OEP'. zaa&Ol HARRISBURG, PA 111,a.0601 INHERITANCE TAX STATEMENT OF ACCOUNT EST TE OF ROSSNER DATE OF DEATH 07-30-95 NOTE, KEITH L t ACN 9515119B DATE 01-16-96 ~ILE NO. 21 95-0028 COUNTY CUMBERLAND TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE ADDRESS SHOWN, HAKE CHECK PAVABLE AND REHIT PAvHENT TO, , JANET R ADAMS 10907 HURLEY DR SHIPPENSBURG PA 17257 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AMount R..1 tt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES .... iiiV': iljiWEX-AFP-nZ-:9iff"-----iiitii-iNHEiiii"AHciCTAX-si'A'fEHENT-OF"Accoi:iiif--iiliii--m--------m - -- -- ESTATE OF ROSSNER KEITH L FILE NO.21 95-0028 ACN 95151198 DATE 01-16-96 TillS STATEHENT IS PROVIDED TO ADVISE OF TNE CURRENT STATUS OF THE STATED ACH IN THE NANED ESTATE, SHOWN BElOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPI.ICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PRDJECTEO INTEREST FIGURE, DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT. 01-08-96 PRINCIPAL TAX DUE, ___ 34,97 PAYMENTS (TAX CREDITSI. PAYMENT DATE 11-02-95 RECEIPT NUMBER AA082284 DISCOUNT (+1 INTEREST (-I .00 AMOUNT PAID 34.97 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR I , vDU HAY BE DUE A REFUND, SEE REVERSE SIDE or THIS FORH FOR IIISTRUCTlOHS, I 34.97 .00 .00 .00 PAVlENTr Dahch the tDP portion of thh Motlu Md .utMllt ..ith YDUI" P'VIIW1t ... p.v-b,. tD tM naM and addr... printed on t~ ravel"" .I~. If RESIDENT DECEDENT aak. d.ck DI" HMY Drdar p.v.'a tOI REGISTER OF WILLS, AGENT. If HOH~RESIDENT DECEDENT ..... ch.ck Dr aDnllY ord.r p'Yabl. tal COH"OHWEALTH OF PENNSYLVANIA. All p.y....... r.calv.d shall be applied fll".t to MY lnt.r..t which NY be ... ..Ith MY r...lndel" ...l1ed to tfMI ta.. REf1.IGI (CRh A ...'1M'd 0' at.. crecUt, which .... no' reque.ted on the Tax A.turn, HY be r~.'ed by cOllP'aUng Iln -Application 'Dr A.'und D' P~,YlVMI. Inherltanc. and E.tata T..- (AEV.1S1SJ. APplication. '1'" .v.llebla at the O"lcI 0' the R.gI,'.r 0' Will., any D' the Z5 A.v.nu. DI.tl"lc' o'flc.. Dr 'I"D' 'h. D.p.rt.....t.. Z4.houl" an....rlng ..rvlca nu~.r' fol" '0,.. Drd'l"lngl In Penn.ylvanl. 1.IOO.S6Z.l0S., out.ld. Pann.ylvMla end within IDcal H.rl"l.burg '1"" (717) 717.1094, TOO' (717) 77Z.Zl52 (H.,rlng I~alrad only). REPLY TOI DuII.tlon. r.g.rdlng .rrDr. cont,lned on thl. notlc. shoUld b. addr...itd to, PA Dep.rt....t D' A.v......, lur... 0' Inctlvhtual Ta..., ATTNI Po.t A......."t A.vl... Unit, D.pt. Zl0601, lIarrhbUrg, PA l7UI.G601, phDnl (717) 117-6505. DISCOUNT, I' any ta. due I. p,ld within thr.e (5) caland.r aonth' .'t.r the d.cadent'. da.th, a 'Iva p.rcant 15X) dl.count 0' tha ta. paid I. allow.d. INTEREST I In'.ra.t I. charg.d b.glnnlng with 'Ir.t day of d.llnqu.ncy, 01" nln. (9) sonth. and on. (1) day '1"01 the data D' d.a'h, to the data of p.vaent. T.... which baca.. d.llnquent b.forl J~.I"Y 1, 1911 b..r Intar..t at the rat. 0' .1. (6~) p.rc.nt plr annUl calculat.d .t a d.lly rat. of .000164. All t.... whtch bec... dlllnquant on and ,"al" Jenu.ry 1, 1981 will b..r Int.r..t at . 1"8t. which will very '1"01 c.landar yaar to caland.r y..r with that rat. announced by tha PA D.partlant of R.venu.. Thl appllcabJe Int.r..t 1".... for I'll thl"ough 1996 .ral Vaal" Intll"lIt Rat. D.lly Inter..t Factor V..I" Int.rut R.t. o.l1y Int.r..t Fector 198Z lOX .0IlMI 1987 'X .ooazo 1'15 16X . .."sa 1911-1991 IlX .coasal .... 1IX .OIUII ,... 'X .110241 ..as UX .00U56 1995.1994 7X .ODOI9Z 1916 lOX .000171t 1995-I"6 'X .oaOl47 ..Intlllrllt I, c..cul.t.d a. follow., INTEREST D BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUEKT X DAILY IIfTEREST FACTOR .~'"v Notice blu.d a".r the tu beeoe.. d.Unquent will r.flect an Intar." calculation to 'lftaan 11" dlY' bavond the dati of the .....__t. If payaent It aMla aft.r the Int.....t ~t.t1on dlt. .nowt on the Hotlce, IKSdltlon'l Int.r..t ..,.t be ulculatad,