HomeMy WebLinkAbout96-00322
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REV-1548 EX AFP (12-951*
(O""O~Ul tIl or P[HNSVl VANIA
D[PAIIIHOcf Of" RLVIHU[
BUA[I,U or IHDIVIDUAL UltLS ,. '
D[P'. 1801101
ItARRISIUPC, Pi IIlZII'ObOI
NOTICE or INIIERITANCE TAX
APPRAISEMENT. ALLOMANCE OR DI&ALLOMANCE
or DEDUCTIOII", AND ASSESSMENT Dr TAX ON
JOINTLY IICLD OR TRUST ASSETS
DATE 03-25-96
ESTATE OF MCCOOLA
VINCENT
J DATE OF DEATH 01-31-95
COUNTY
CUMBERLAND
FILE NO.
S.S/D.C. NO. 113-24-8099
ACN
95115127
, '
, .
BRIAN A MCCOOLA
824 ALLENVIEW DR
MECHANICSBURG PA 17055
REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Allount R...ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RiE:v:isiis-E)f-AFFi-ci;r:9sj--------------------------------------------,---------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLV HELD OR TRUST ASSETS
DATE 03-25-96
ESTATE OF MCCOOLA
VINCENT
J DATE OF DEATH 01-31-95
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. 173-24-8099
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
95115127
FINANCIAL INSTITUTION: FIRST FEDERAL 5 & L ASSOC
ACCOUNT NO.
0206116457
TVPE OF ACCOUNT: (,0 SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 02-24-88
Account Balance
Percent Texable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
732.19
0.500
366,10
,00
366,10
,06
21. 97
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEV ORDER PAVABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
I
I
I
,
INTEREST IS CHARGED FROM 11-01-95 TO 04-02-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
.00
21. 97
.84
22,81
.
TOTAL TAX CREDIT
,BALANCE OF TAX DUE
INTEREST I
TOTAL DUE
IF PAID AFTER TillS DATE. SEE REVERSE FOR CALCUlATION OF ADDITIONAL INTEREST, .
( IF TOTAL DUE IS lESS THAN fl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" I CRI. YOU NAY BE DUE A REFUND,
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
PUAPOSE OF
NOtICEI
To fulf111 the ,..qulr...,,\I of S.ctlon 2140 of the IMarltenc. end Estate la. Act. Act 2Z of 1991. (12 P.S.
S.ctlon 2140).
PAvttEHTl
D.tech the top portion of this HoUn 3ftd .ut.lt with YCMJr pay.....t to the Aeght.,. of "UIs printed on the
,.ev.rsll side.
-. "aka check or aoney ordtr paYable to: RECJST[R OF WILLS. ACENT.
All pa,.onts nee.wad ,hall first be IIPpll~ to any Inte,.ut which ..... be due, with any ,....Ind.,. applied to the tax.
REfUND (eA) I
.. refW'td 0' II tall cr~lt, which Will not ,..quethd on the tall ,..turn, ..y ba requ..t.,;t by cOltPleUnD an "AppllclIUon
'or R.fund of Penn.vlvanl. JntMrltanu and [stilt. ta.... (REV-nUl. Application. II,.. a"allable at the OffIce of
tM Raght.,. of Willi, any of the Zl Aav.nu. District afflns or by calling the Iptlclal Zft-hour an....rlnD ..rvlc.
nu8ba,.. for far.. orderlngl In Pannlylvnnl. 1-800-36Z'2050, aut.ld. Pennsvlvanla and within local
Har~l.burg ar.. (717) 7a7-a09~. TOO' (717) 772-2252 (Haarlng 1~.lr~ Onlv).
OaJECTlDHS: Anv party In Int.r..t not .atIsU.d with the apprals..ant. allOtlanc. or dlsallo\ljanc. of d'ductlon. o~ a......ant
of tax tlneludln; dlscDloWlt or Int.r..l' .. .holffl on thl. Notice .ay obJ.ct within .ixty (60) dan of r.celpt of
this Notice by:
.-\ljrltten prote.t to the PA Depart.ent of ~ev.nu.. Board of App.al., D.pt. tal021, Har~l.burg, PA 17128-1021, OR
--.lectlng to have the .att.~ d.tenln.d at the audit of the account of the p.rsonal r.pr..antatlve, OR
.-appeal to the Orphan." Cou~t
AOftI"-
ISTAATlVE
CORRECTIONS:
Factual .rto~. dl.cov.r.d on thl. ........nt .hould b. addr....d In \ljrltlng tOI PA D.pa~t..nt of A.v.nu.,
Bur.eu of Indlvldu.1 T.x.., 'TTHI Po.t A......ant R'vl'M unit, DEPT. 280601, Harrl.burg, PA 17128-0601
Phone (717) 787-6505. S.. page .s of the booklet "In.tructlon. fDr Inh.,.ltance Tax A.tu,.n fo,. II A..ld.nt
Deced."t" (AEV-l!iOlJ fo,. an e.planatlon of adllnlltratlvelY correctabl. errors.
DISCOUNT I
If any tax due Is paid within thr.. (3) calendar eonth. aft.r the d.cedent'. d.ath, a five p.,.cent (5:U
discount of the tax P.ld I. .110wed.
INTEREST:
Inte,...t 11 ch.rg~ bllllmlng with flnt dav 0' dellnquencv, 0,. nine (9) lIonth. and one U) day
'roe the d.t. 0' death, to the date of pay.."t. Tax.. which bleae. delinquent be'or. Janu.ry 1, 1982
baa~ Int.r..t at the rat. of six (6iC) percent p.r IlMOII calculat.d at a dally ,.at. 0' .000164.
All t.... which bee... d.lInquent on 0,. .'te,. Janua,.y I, 1982 will b.a,. Int.r..t at III ,.at. which ..Ill v.ry ,,.0.
cal.nd.,. v.a,. to c.lltnda,. yla,. ..Ith that ,.ate lIN\Ouncld by the PA Dlpart,."t of A.vlnul. Thl applicable
Int.,...t rat.s 'or 1982 through 1996 a,.e:
'!JIr Inte,.,.t Rlltl Dallv Int.,.e.t Factor
1982
1981
1984
1985
1986
nlnter..t
20iC
16iC
lliC
UiC
IO~
11 calculllt.d
.000548
.000418
.000.501
.000.556
.000274
a. 'ollows:
!ur Internt Alltl 011I11'1 Int.r..t rActer
1987 q~ .000241
1981-1991 11:C .000301
1992 .. .0002'41
199]-1994 n .000192
1'f9!i-1'f96 .~ .0002'47
INTEREST = BALANCE or TAX UNPAID X NUKBER or DAYS DELINQUENT X DAILY INTEREST rACToR
--Any Hotlce I..ued .'t,,. the tax b.c~e. d.llnquent will r.fl.et an Inter..t calculatlDn to flft..n ll!i) d.ys
b.yond the date 0' the 1I.......nt. If pay..nt Is .ad. IIft.r 'h. Inl.r"1 cOllPUtlltlon data .holffl on the
Hatlce, addltlDnlliI Int.r"l lU.t bl calculated.
.1~1"1111''''l
112736 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT e PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
o NO, AA
RECEIVED FROM:
i
ACN
ASSESSMENT P:'
CONTROL fliI
NUMBER
AMOUNT
BRIAN A MCCOOL(\
95115127
"'21.97
82', ALLENV I EW I\R J VE
MECH(\NICSBUR13. PA 17055
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ESTATE INFORMATION,
I!:I FilE NUMBER
g 21 - 1996-0322
EJ NAME OF DECEDENT (LAST)
1:1 DATE OF PAYMENT
m POSTMARK
COUNTY
SSN 173--2"- 809'/
(FIRST) IMI)
REMARKS
fa TOTAL AMOUNT PAID
~;:>1 9?
BRIAN A MCCOOLA
VZ
SEAL
CHECKtl 2081
RECEIVED BY
SIGNATURE
REGISTER OF WILLS
M(\r~V C. LEW J S
REGISTER OF WILLS
- .
.---
",...bd.~ _ -", ...,:.
-'.".. .
/
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~~M
(.
. I -,-~
BUREAU OF INDIVIDUAL
INllIRlfANCl Ux DiviSION
Q[PI. :aObOI
IlARRISBURG, PA 1I1:a,OtoDl
TAKES
I',.nll 'I "' Ill.'"
BRIAN A MCCOOLA
B24 ALLENVIEW DR
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-29-96
MCCOOLA
01-31-95
21 96-0322
CUMBERLAND
95115127
VINCENT
J
Anount Renltted
,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTEI To insure proper credit to your 8ccount, subnit the upper portion of this forn with your tex peyn.nt.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v=i60-j-EiC"FjQo;f=96y--nn...--iNHERii'-ANC'E--i'iilCSTiiiEHENi"OF'iii:-co[jN'f--.-..-------n---------n-
ESTATE OF MCCOOLA VINCENT J FILE NO.21 96-0322 ACN 95115127 DATE 05'29-96
THIS STATEHENT IS PRDVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION DF All PAYMENTS, THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE,
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-18-96
PRINCIPAL TAX DUE: 21,97
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
04-15-96
RECEIPT
NUMBER
AA112736
DISCOUNT (+)
INTEREST (-)
.91-
(")(")
ceo- 1 ~ i ' ,::J
, , "
AMOUNT PAID
21.97 .,
"
"
1
TOTAL TAX CREDIT I
BALANCE OF TAX DUE!
INTEREST AND PEN.
21.06
.91
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
TOTAL DUE
,01
,92
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFleCTED AS A "CREDIT" ICRI.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS, )
PAVHENh
Dltlch thl tap portion of this Natlcl and subllt Nlth your paYI.nt aad. p.yabl. to the n.al and addrlss
prlnt.d on the rlv.rSI sid..
If RESIDENT DECEDENT ,ekl ch.ck or 'an.y ord.r payabll tal REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT aak. chick or .on.y ord.r pay.bll tOI COHHDNWEALTH OF PENNSVLVANIA.
All pay,.nt. r,cllv'd shall bl .ppll.d first to any Interest Nhlch '.y bl dua Nlth .ny ra.alndlr apPlied to thl ta_.
REFUND (CA): A r.fund of a t._ cr'dlt, Nhlch N.S not r.qu..ted on the Ta_ A.turn, a.y be requ.st.d by coaplatlng an
"Application for R.fund of Plnn.ylvanla Inheritance and E.tat. Tak" (REV-1313). Applications are av.llable at
thl OfficI of tha R.glst.r of Wills, any of the 23 Ravenue DIstrict Offlcas or froe the Depart..ntts 2~-hour
InsN.rlno s.rvlcl nu'b.rs for for.. ord.rlngl In P.nnsylvanla 1-100-362'2050, outsld. Plnn.ylvanla
and within local HarriSburg ar.. (717) 787-109~, lDDI (717) 772-2252 (H.arlng lapalr.d only).
REPLY 101 OUastlon. regarding .rrors cont.lnld on this notlc. .hould ba addrls.ed tOI Pi Depart'.nt of R.v.nul, Bure.u
of Indlvldu.1 ta..., AllNI Po.t Ass.....nt Rlvl'N Unit, nept. 210601, H.rrl.burg, PA 17128-0601, phona
(717J 787-6505.
DISCOUNt:
If any tak dUI I. paid Nlthln thrle (3) callndar lenths after the daCldlnt's d.ath, a flva perC'nt (5~) discount
of the ta_ paid Is .1l0N.d.
PENAllYI
Tha IS~ ta. aene.ty non-participation plnalty I. caaputad on the total of thl ta. and Int.r..t a""sld, .nd not
p.ld bafora January 18, 1996, thl flr.t day aftlr thl end of thl ta. a~..ty periOd.
INTEAEST:
Intlrlst I. charg.d blglnnlnG Nlth flr.t d.y of d'llnquency, or nln. (9) aonth. and on. (I) day froa the datI of
d.ath, to the data of pay,.nt. Ta..s which b.ca.. dlllnqu.nt blfare January 1, 1982 blar Intere.t at the rat. of
.1. (6~) plrClnt p.r Rnnua calculat.d at a dally rat. of .00016~. All t..I, Nhlch blca.e dlllnqulnt on and aft.r
Janu.ry I, 1912 will be.r Int.r..t at a ratl Nhlch will vary frOI callndar Ylar to calandar y.ar with that ratl
announc.d by t~a PA Dlpartl.nt of Rlvlnue. ThM appllcabl. Int.rest rata. for 1912 through 1996 .r'l
V..r Int.r..t Rat. Dally Int.r..t ractor
V.er
Inhr..t A.tl
Dally Int.r..t Factor
198Z 20:C .000548 1987 .~ .0002"7
1983 l'~ .OOOUI 1911-1991 11:C .000101
191" m .000301 1992 .~ .0002~7
1915 In .000356 199]-1994 7~ .000192
1916 IU .000274 1995-1996 .~ .0002~7
-.Intar..t It calculatad II. folloNsl
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
--Any Hotlc. Is.ued aftlr the t.w baco... dallnqu.nt will r.flect an Intlr..t calculation to flft..n (IS) day.
b.yond the d.t. of the ........nt. If pay..nt I. _ade aftlr thl Int.rlst co.put.tlon d.te .hown on the
Notlc., additional Int.r..t aust bl calculatld.
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REV-1548 EX AFP 112-95_
CO""ONWEALTH Of PENNSYLVANIA
DEPART"ENT OF REvt.NUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURe, Pi 1712a-06Dl
NOTICE OF INHERITANCE TAX
APPRAISEHENT, AL~OHANCE OR DISALLOHANCE
OF DEDUCTIONs, AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
DATE 03-25-96
ESTATE OF MCCOOLA
VINCENT J DATE OF DEATH 01-31-95
COUNTY
CUMBERLAND
FILE NO.
S.S/D.C. NO. 173-24-8099
ACN
95115127
BRIAN A MCCOOLA
824 ALLENVIEW DR
MECHANICSBURG PA 17055
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Altount Re.itted
;1/. r, 7
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