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HomeMy WebLinkAbout96-00629 .. . ._ /1 if - 8" / '.J - \ "" 07-08-96 REV-1S~P. EX AFP (12.9S)~\ COHHOMWE1Ll" of PEHHSVLVAHIA DEPlRTHEHT or RE\jE~ auREAU of INDIIJIDUAl lAXES DEPT. zaQ6Dl . HARRISBURC, Pi 171za.0601 NOTIC& OF INHER1T^NC& TM( ^PPR^IS&ftENTL ^LLOM^NC& OR 0IS^LLOM^NC& of DEDUCTI0N~, ^ND ^SSESSftENT OF T^X ON JOINTLY HELD DR TRUST ^ssETS ESTATE OF GREInER IIARRY E DATE OF DEATII 06-04-95 COUNTY CUMBERLAND ACN 95137694 FILE NO. .:1.1 -11,- t.z 1 S.S/D.C, NO. 847-00-6217 JEANNETTE L GREIDER 80B BRIDGE ST NEW CUMBERLAND PA 17070 REMIT PAYMENT TO: REGISTER of WILLS CUMBERLAND CO COURT IIOUSE CARLISLE, PA 17013 CUT ALONG TillS LINE ~ ..,,, -.-,:,;'"i:'i-AFP"r':Fiji' . . RETAIN LOWER PORTION FOR YOUR RECORD$ .... h ... .... ." ., I' , " , ~ , , ~~ .t l " :~ . .' .. \ . q .#~ ~ . t..~ ,- .' I ;;:' ~ ., --, __A~ ~~~ ,~_., i . ;'~"'--'.' ...-...............1lcI. .,!".. N1POSE OF HOTlt[1 , ~.."....'" .....-. .~ ~ \/r: II: I.J C' ... I . , I . . -..'no ~I:) , Ta fulfill the requlr...nt. af section 214D af the Inheritance and E.t.te Tax Act, Act 22 af 1991. (72 P.S. ttecUDf. il:l"vl. Y' \. "5. 'j ;U .r'"'"" .... prlntad an the :1'" .~- "'.~ , ; _. t. . ..' r tIll . ....J "', ;.ill I~ . , .' F ' ). .. w \ . . . ,r,. \ ,..; ; !~ " 'l " . . , .- .;. ,~ . ., J r' " \ -. 'fI' ~. :< -1 -.---. -p-'--" to. - ;' , -.-" ~~;;Ji!I. 00 -, -" ,--. ': :;:J , :~, " G '0 '. ..- Of ttQTlc:tt .. -J Sectlon U40 of the IriWrlunct .nd [stat. flU Act, Act ZZ of 1991. en p.s. '0 fuUUl U. r~lr...,t. of Section 214aJ. 00_ tIlO '" partlon ., thh Na.I.. .... ....It .Ith ....r ...-' .. tIlO ...IIl.r ., will. .rln.ad on tIlO r.....r.. side. ..... .... cMdt or .,..1 0"" pII~l. tal REc;tST[R ~ WILLS, a.cOrr. Oil _'. ....Ivod "'11 fire' .. _lIad .. .... In...... ....1'" _ .. -, vlth .." ..-1I...r _lIad .. .... .... R[F1.ICIl ICRII 0 ..fonI .1 . ... Crodll, ....1'" ... no' r__.'ad on _ _ r''''"'' - .. r"",.'ad .. .....I.tlno .. ....II..tlon ,... Rafonl" .....,."Iv.... lmarll..... .... E.'.'. t.... I~'UUI. ...il..U.... ora ...lIobl. .. tIlO Dill.. .1 tIlO ....10.... .1 Will.. .." ., tIlO OS ......... DI..rI.. Dffl... or .. ..lIn .... _1.1 zo._r .._rlno ..",1.. _' ,... ,..... _Ino. In .....,.,,1_1. ,.....'U.ZOS.. ....oIdo .....,.,,'_1. .... vlthln ,..., ...".1.....,... (717) 717-1194, TDDt (717) nz-nst (....ring bpllred Onl,). panotl Ql.LCTllICS. ".,.....t> In In....... no' ...hflad v'th tIlO _..1_" .11_ or d'oal'- ., -.eUan. .r .....-'. ., _ .C1nc'udn dl-...' .r In..,..1I .. ....... on "'10 MaU" _ abl'" vi thin .bet> 1601 ..... .1 r_I.. .1 Uti. NatlC8 WI '...rll.... ....... .. tIlO .. ....r..... .1 ......... ...... ., _I., ...... "IOZI. ...r'l_r.. .. ,7ItI.IOZI. OR -..I"Uno i. __ tIlO .....rdo....lnod .. tIlO ....1. .1 _ ......" ., tIlO ..r....' ......_..U.;.. OR _...,..1 to u. a,..,...... Court "IIIIM' IstUTlIIE '-:CTllICSI F.._' .....r. dl......red an thl. ......... ......Id .. oddruood In ..lIn ,., PO ....r..... ., .......... __ ., l.vl1.I-1 T..... ome. .... .......... ...,1.. ~II. 1lEPT. U..OI. .......10........ P' 171"'''01 ..- (7171 717-6505. _ _ S ., tIlO _h' .In.'rucUon. f<lr lmarl..... T.. .."'"' f<lr . ..01_' ~r (IEV-UtU for .... eqtl_tlon .f ...lno..t...Uvel, cor,..cteblt error.. DlSCDllf1" If .." _ _ 10 ..Id vlthln _.. ISI ..I.....r ....... .ft.r tIlO _'" dMth. . II.. ....-. (5%1 dllM:llU\t .f the t.- paid h .Uowd. POW.T'l1 Tlta l5Z _ ....t> .....--U.lloallan ....1.. 10 _'ad an tIlO ..tal ., tIlO - .... In....... .....ood. .... no' ..Id bo"'" .-.... II. 1",. _ fir.' .... .ft.. _ .... ., tIlO - _t> ....Iad. Tblo _......Ucl..Uon paralt> I. ~I. In _ _ ......r .... In tIlO _ _ U_ ..rlad .. ... -Sd _I - - .... In...... u.t ... ..... ....._ .. lndlcatsd on this natl~. IM1tIlEST. lnUt'a.t S. ~ ....lmlnl ..lth f'rst dQ of deU~' or n.... (,) ...-ths end one (11 - _ _ .... ., dMth. .. _ .... ., ...-" t.... ....1... _ dol_' ..,.... ..--. I. UU Mer lnUt'ast .t tbI ,.te af dx (6%) percent per .... calcuhted et . .11' nta .f .1101'-4. &11 _. ....1'" _ dol1_' an .r .It.r ........", I. I..Z vm __ In......t .. · .... ....1'" vm ..", ,.... eal_ .- .. ..1_ .- .Ith _. .... ............ .. tIlO P' __, ., -..... Tlta _11...1. tntan.t ,.ta. ffH' 1HZ tht'OUCI'Il'" ar.' ~ Interest Rata DeilY Int.....t Factor v..,. Int,,...t bts Den, Intere.t facta,. I'" I9IS 1'" 1915 I'" __Int,rs.t zaX .000548 16% .oooua UX . nUal IS! .000554 IIX .OOlZ74 S. calculated .. fallows' In7 ,,&Sal"l I'" 19'95al!'94 I"S.I"" ox 11% OX n OX .1I0l41 .lIn01 .101l''' .00019Z .100l47 IKTEREST = IIALAllCE OF TAIl UNPAID X tnnmER of OAYS DELIHQUEIlT X DAILY IKTEREST FACTOR .._ ..tI.. I........ .It.r .... ... _. doll_' .111 ,."oc' .. In...... ..lcu...I.. .. flit.... (151 da,. ........ u.. da'. .1 _ ......-.. If p.,..... II .... ."., .... In'."" ......tlon da'. ..-. .. .ho Hotles, additional Int.,..st .u.t be calculat.d. ,," ., , ' I (j' .-~ ('." 1(' . : ( . .' / REV-154ft EX AFP 112.951* [0"*1",,''''111 j)f '11~H\'fIV"H1A 1IIIIANI"1 H' Of ..I VI ~ul alJfIl AU Of IHUIVIUUAI lAlI \ . 111111. :AoIIOI J .. IIAIINIIIIIIIO, II" 111.'11-01101 " NOTICE OF INIIERITANCE TAX APPRAlSE"I:NT l ALLOMANCE OR OISALLOMANCE or DtDUCTION.. ANO ASSESSHENT OF TAX ON JOIIITLY IIELO OR TRUST ASSETS DATE 07-0B-96 ES TATE OF ORE! DER ItARRY E DATE OF DEATH 06-04-95 COUNTY CUMBERLAND rILE UO. S.S/D.C. NO. B41-00-6211 ACN 95131694 JEAUNETTE L GREIDER BOB BRIDGE ST UEW CUMBERLAND PA 11010 REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 11013 r A"ount R.Il1thd CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... Rifv:is4'B'iif-AFii-ii;f:9si-'------------'-----'-----'------------------,-----,,----------'-----'----'--------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-0B-96 ESTATE OF GREIDER HARRY E DATE OF DEATH 06-04-95 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. B41-00-6217 TAX RETURN WAS: (XI ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 95137694 FINANCIAL INSTITUTION: HARRIS SAVINGS BANK ACCOUNT NO. 07-00022113 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-25-94 Account Balance Percent Taxable X Amount Subject to Tax Debt. and Deductions Taxable Amount Tax Rote X Tax Due 302.9B 0.500 151. 49 .00 151. 49 .06 9.09 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." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE. SEE REUERSE FOR CALCULATION OF ADOITIONAL INTEREST. . I IF TOTAL OUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTEO AS A "CREDIT" I CRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) .00 9.09 .30 9.39 INTEREST IS CHARGED FROM 03-05-96 TO 01-16-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM \f'I .(L ':.' UJ ~~ '1' =1 -, ,~ i_I \~ I"': 0.: 'D p' .E .E :) (,)(,) PURPOSE OF NOnCE: To 'ulflll the requlr...ntl of Section 2140 of the Inherltence and Estate leM Act, Act ZZ of 1991. (72 P.S. Section ZI40). D.tach the top portion of this Hotle. and lubalt with your pay..nt to the Reglstsr of Willi printed on the rever.. ,Id.. .. "ake check or .oney order payable tal REGISTER OF WILLS, ACENT. All pay..ntl r.celved shall flr.t be applied to anY lnter..t which ..y be due, with any r...lnder applied to the ta.. A r.fund of . tax credit, which we. not r.qua.ted on the tax r.turn, ..y ba requested by coapl.tlng an MAPpl1catlon for Refund of Pennsylvania Inheritance and E.tat. tax" (REY-IlI]). Application. ar. available at the Offlc. of the Regl.t.r of Wills, any of the 23 Revenu. Dlltrlct Offlcel or by calling tha IPaclal Z4~hour an,warlng ,arvlca nuabar' for for.1 ordarlng: In Pannlylvanla 1-800~36Z-Z0S0, out. Ida P.nnlylvanla and within local Harrisburg ara. (711) 737.8094, TOOl (717) 77Z.ZZSZ U1..rlng bpalr.d Only). PAYMENT: REFUND (eR): oeJECTIONS1 Any party In Int.r..t not latl.flad with the appr.II..ent, allowanca or dllallowanca of d.ductlonl or .,I.....nt of tlX (Including dllcount or Int.r.lt) al lhown on thl. Notlc. .ay obJ.ct within Ilxty (60) day. of r.c.lpt of this Hotlca by: ..wrltt.n protalt to tha PA Dapart.ant of Rav.nu., Board of App.all, n.pt. Z810Z1, Harrisburg, Pi 171Z8-1021, OR ...Iactlng to h.va tha .att.r datar.ln.d at tha audit of the account of tha p.r.onal r.pr.l.ntatlva, OR .-apP.11 to the Orphan.' Court ADHIN. ISTR'lIVE CORRECTIDHS: Factual arror. dllcov.rad on thl. ..I..I..nt should b. .ddr....d In writing to: P' O.part..nt of R.v.nu., Bur.au of Individual Tax." AllH: po.t AII..I..nt R.vl.w Unit, DEPT. 2a0601, Harrl.burg, PA 11128-0601 Phon. (111) 181-6505. S.. paga S of the bookl.t "In.tructlon. for Inharltance Tax R.turn for a R.lldant O.r-adant" (REV.1501) for an axpl.natlon of adalnl.tratlvalY corr.ctable .rror.. If any tax dua I. p.ld within thr.. (S) c.landlr .onth' aft.r the d.c.d.nt's daath, a flv. p.rc.nt (5%) dl.count of the tlx paid I. allow.d. Tha 15% tax aan..ty non.partlclpatlon panaltv I. co.put.d an the total of the ta. and Int.r..t a.,a.,ad, and not paid bafor. January 18, 1996, tha fir.t day aft.r tha and of the ta. a~..ty p.rlod. Thl. non.partlclpatlon penalty 1. .ppa.l.bla In the .... .annar and In the the I... tl.. p.rlod a. yoU would app.al the tax and Int.r..t that hi' b.an a.I..,.d a. Indlc.tad on thl. notlca. OISCOUHT: PENALTV: INTEREST: Int.r..t I. ch.rg.d baglnnlng with flr.t day of d.llnquency, or nln. (9) .onthl .nd on. (I) day fro. tha d.t. of d.ath, to the data of p.y..nt. T.... which baca.. d.llnqu.nt b.for. J.nu.ry 1, 1982 b.lr Int.ra.t at tha r.t. of ,I. (6%) p.rc.nt p.r annul c.lculat.d at a d.lly rat. of .000164. All tl..' which bac..a d.llnqu.nt on or aft.r January 1, 198Z will b.ar Int.r..t at a r.ta which will v.ry fro. c.land.r y..r to cal.nd.r y..r with that r.t. announcad bv the p, D.p.rt..nt of Ravanu.. Th. appllcabla Intar..t rat.. for 1982 through 1996 aral ~ Intarast R.t. Dally Inter. It F.ctor V.ar Int.rast Rat. Oallv Intar..t Factor 1982 ZO:C .000548 1987 ". .000247 19&5 16% .000l,S8 1988.1991 11% .000301 1984 11;( .000SOI 199Z ". .000241 19&5 13% .DOOSS6 1991.1994 7% .000192 1986 10% .ODD214 1995.1996 "% .aaaZ"7 ..Intarnt I' c.lculat.d al foUow': INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR ..&ny Notlc. I.,u.d aft.r tha tax b.co.a. d.llnqu.nt will r.fl.ct an Int.ra.t calculation to flft..n CIS) day. bayond the dlta of the .lla...ant. If pay.ant I. .ad. aftar the Intar..t co.put.tlon dlta .hown on thl Notlc., additional Int.ra.t au.t b. calculat.d. , f PAMNTI Datach the top portion of this Hot Ie. and sub.lt with your pay..nt ..d. paYabla to the na.. and addr... printed on t~ r.v.r.. .Id.. If RESlDEHT DECEDENT ..... check or .on.y order payabl. tal REGISTER OF WILLS, AGENT. If NOH-AESIDENT DECEDENT .ak. check or .on.y order payable tal COHHOHWEALTH OF PENNSVLVANIA. All p.yaant. recalv.d sh.l1 b. applied first to any Int.r..t which .ai be dua with any ra.alnd.r applied to tha tax. REFUND (CA)I . r.fund of . tax cr.dlt, which was not r.qu..tad on the Ta. A.turn, .ay b. r.qu..tad by coapl.tlng en ~Appllc.tlon for Aafund of P'nn.ylvanla Inherltanc. and E.tat. 'a.. CR[V.1313). Application. ar. avallabl. at the Dfflc. of the Aegl.t.r of 1111., any of the Z3 A.venue DIstrlct.Dfflc.. or fro. the D.part..nt', Z'.hour en.werlng .arvlc. nuab.r. for for.. ord.rlngl In P.nnsylvanla .-800.36Z-Z0S0, out,ld. P.nn.ylvanla and within loca. Harrl.burg ar.a (117) 787.809~, TDDI (717) 77Z.Z252 (Haarlng lapalr.d only). AEPLY TDI Qu.stlon. r.gardlng .rror. cont.ln.d on thl. notlc. should b. addre.s.d tOI PA DIPlrt.ant of A~v.nua, 8ur.au of Individual Ta..., ATTNI po.t A.......nt A.vl.w unit, Dapt. 280601, Harrl.burg, PA 171Z8-0601, p~ona (717) 787-6505. DISCOUNTI If any tax due I. paid within thr.a (3) c.lend.r .onth. .ft.r the d.c.d.nt'. daath, a flva p.rcent (5%) dl.count of tha t.x paid I. allowed. PENALTVI T~ ISX tax aana.ty non.partlclpatlon pan.lty I. coaput.d on the tot.l of tha ta. and Int.ra.t .......d. and not paid b.for. January 18. 1996. the flr.t day aftar the and of the tax a.n..ty parlod. INTEREST I Int.ra.t Is charg.d baglnnlng with flr.t d.y of d.llnquancy. or nlna (9) .onthl and ana (1) day fro. the data of da.th. to tha data of pay..nt. Ta... which baca.. dallnqu.nt b.fora January 1, 198Z b.ar Int.r.st .t the rat. of .Ix (6X) p.rcant par annua calculatad at a dally rata of .00016~. All ta... which baca.. d.llnqu.nt on and aft.r January 1. 1982 will baar Intar..t at a rat. which will vary fro. cal.ndar y..r to cal.ndar yaar with that rata announc.d by tha PA Depart..nt of Rav.nua. The appllcabl. Int.r..t rat.. for 1982 through 1996 ar.1 Vaar Int.r..t Rata Dally Intar..t factor Year Intera.t Rat. Dally Int.r..t factor 1982 ZOX .000548 1987 'X .0002U 1981 16ie .000438 1988-1991 llie .Ooosal 191' llie .000101 199Z 'X .0002~7 19115 Uie .000156 1993-199~ 7X .000192 1916 lOX .000274 1995-1996 'X .0002U ulnter..t I. calcuhtad os followsl INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlcl I..ued aft.r the tax baco'" d.llnqu.nt will r.fl.ct an Int.r..t calculation to 'Ift..n (15) day. b.yond the data of the a.......nt. If pay..nt'l, ..d. aft.r the Int.r..t co.putatlon d.ta .hown on the Hotlc., additional Int.r..t au.t b. calculat.d. D NO. AA 146628 COMMONWEALTH OF PENNSYLVANIA D1!PARTMENT Of REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX *' ''''1\62014'''1 RECEIVED FROM: 6 ACN ASSESSMENT r:t CONTROL ... NUMBER AMOUNT JEANNETTE L GREIDER '>':>1;:1/6,>,4 .'J'.;:i'J' 808 BRIDGE STREET NEW CUMBERLAND, PA . 17070-1625 ESTATE INFORMATION: Et FilE NUMBER ~ 21-1996-0629 E1 NAME OF DECEDENT (lAST] GREIDER HARRY E II DATE OF PAYMENT B POSTMARK DATE COUNTY SSN 8/17-00-6217 (FIRST] (MI) CUMBERLAND DATE OF DEATH REMARKS m TOTAL AMOUNT PAID S9. 39 (\"1 c! ''''P CW RECEIVED BY Y/f;t"Uf' '\I~'f~"'" (11-'2.., ( $IG A'U~! I J ~ I": ".,) ,rlf) 'r' MARY C, LEWIS ", "," - ," .', REGISTER OF WILLS JEANNETTE L GREIDER SEAL CHECK II 1770 REGISTER OF WILLS ~-.. ---'+"--'-', - -. ._-~ ...--- .. -_I _&~ -~--- ---~.'--...--"A.. _~.. ..,..:.. .- .. , .