Loading...
HomeMy WebLinkAbout96-00322 '/ " 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 L'OtDHf.f I I I I . I , I I I I I I 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.~ _ -", ...,:. -'.".. . / ,/ I, ' I r 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. -. ~.. (' - = ,- (,' \~ '" CJ III :l o :I: '.";. <J: 0., l.:I C11 ::r: ""' .. :l 1 co N N C. '-4J - : , 51 :' Q) .;:0: L. 0:: ~ \!' != .h'~ a; " 08 In on 0 ... ~ .. .!! .i!: ~ 8 5 u ~ C. u .. :; ::E .;;; .0 . C on < .!!! u :( ~ C $: .. ot u 'C N .. GI '" ::0 .-- . ~.~ .'-~-,...,. -~:- 15-qs-1 ~/-Iqq~ - 322.. 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 ~ ---- , ..'"- _ ................b:I...'1r.. . I....... ~:- #_ R' ~.. ..- f\GC'J~ .;;. . \ ,.,i R-".J' ;.~ 0' .:~\\S 'g6 fI~R ,6 11'~ ',28 Clc" C\JI'\\\;t; " - '.. ~f~..!!\ \__~., pF\ , --- . ~-.------- -~ .--...............AI..~ _J...... ~:.