HomeMy WebLinkAbout97-00681
IS:~I/n. 7
BUREAU Of IMOIVIOUAL TANES
INHERIfANCE TAX DIVIS10N
DEPT. 210601
HARRISBURG, PA 11121-0601
COMM2NpWEATML!NHTOOFFPRE~NSNYLVANIA "I (11.1;[(1
D.. AR.. ..VE UE ",- ~
*
L' .
v
NOTICE OF INNERITANCE TAN
APPRAIBE"ENT. ALLOMANCE OR OIBALLOMANCE
OF DEDUCTION.. AND AIIEI8"F.NT OF TAN ON
JOINTLY HELD OR TRUIT ASSETS
m.Ii~'1I II' 11I-'"
WILLIAM N JAMIESON
5 OVIS DR
MECHANICSBURG PA 17055
DATE 08-11-97
ESTATE OF JAMIESON DOROTHY M
DATE OF DEATH 07-20-96
PILE NUMBER
COUNTY CUM8ERLAND
SSN/DC 165-38-0805
ACN 96138970
L AMount R!.~H=:J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
Ri!-v:i~cri-ix--AFP--r03-:97j------.-------------------------------------------.-----------------.---------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DAn 08-11-97
ESTATE OF JAMIESON
DOROTHY M DATE OF OEATH 07-20-96
COUNTY CUMBERLAND
FILE NO, S,S/O.C, NO. 165-38-0805
TAX RETURN WAS, (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
96138970
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT 8K & T~ CO
ACCOUNT NO,
0049192167
TYPE OF ACCOUNT, () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 11-15-85
Account Balanca
Par cent Taxabla X
Amount Subjact to Tex
Debts and Daductions
Taxabh Amount
Tax Rata ~
Tax Due
6.389,13
0.500
3.194,57
,00
3,194.57
,06
191,67
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
DISCOUNT (+)
INTEREST/PEN PAID (-)
RECEIPT
NUMBER
AMOUNT PAID
INTEREST 15 CHARGED THROUGH 08-19-97 TOTAL TAX.CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTEREST AND PEN. L_
TOTAL DUE =r=
. n PAID AfTER THIS DATE I SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. ·
I f TOTAL DUE IS LESS THAN n. NO PAY"ENT IS REQUIRED,
, TOTAL DUE IS REfLECTED AS A "CREDIT" ( CRI1 YOU HAY IE DUE A REfUND.
r REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONa, I
.00
191.67
5.73
197.40
J' ,._.".."...-f.,................~"l';',....'-h
\,,'\
c_
'1"1""
,...'"
n::
,.''''
fJ\
;\1 L
(58
P\lllpOSE Of
MOTUEt
To fulflll .no ,....I'...n\l oj s.otlon 1.14. of Ih. lnhorll"'.' .nd E.\I', To' Aol. A.I 1.1 .f 1905, (I' p,s,
S.ctlOf'l 9140 I.
p.V~"ll
Do...h .h. '0' po,\I.n .f .hl. Hotl.. ond ....1. .lth ,ou' p....nl I' .h. ...1.1" of HIIII .rln..d on lhO
r.y.r.. .lde,
.~ Make chlOll. or .onlV order pIYlble tOI REGISTER Of WILLS, AGEMT.
REFUND (tR) I
A "fund .f . I.. o"dlt, ""I.h ... no' ,.....\ld .n .ho ... rol.'n, ... .. ".uu..d .. "..I.tln. on .APpll..II..
fo' ~.f"'" .f p_lVl.onl. Inherllen.' and E..... To<" ('EV' 11m , Apoll..".n.'ro ...11..1. .1 Ih. Offl...f
lhO ~..I.lor of HIIU. .n. .f .h. " ~...... 01.1,1" ,!fl." or .. ..llIn. Ih. ....111 ,4-_' en.."ln. ..,.10'
""""""~ f.' f.'" o,d"In" In p.nn..I..nl. I_""S"-"S', oul.ld' .enn.,I..nl. .nd .llhln 10..1
H"rI..\'" .". (1\1) 1.1'..... no' <1l1l 71'-US' (H..rln. 1...I"d OnlV),
O.JECTlOHS, An. ."., In In'''''' no' ..tI.II.. .lth .h. ...,,1.....1. .Il...n.. or dl..II...noo .f ..duotlon. or ......_1
.f ,.. (Inoludln. dl..oun' ., In'''''') .. .no.n .. Ihl. Ho'I.. .., ..j... .I.nln .1.', (..) ..,. .f ,...1.' .f
thh MoUn bVl
...rltten .ro.'" '0 .n.'A o.."...n..f ....n... ...,. of AP".U, O..t. 211021. H."Io..", PA \11"-1021. Oft
...I..tlno .. n..' .n. ..\lor d..".ln.. .1 In. ...11 .f .he .....", of 'h. ."..n.1 ".,...nl.tI... Oft
_~"pIIl to the Orphan.' tourt
AONlH'
lST~ATlIIl
CORRECTIONS I
f..,..1 "'." dIIDO'''ocI .n Ih\l ........n. .no.'d.' .d.'..... In .rI\ln.'OI PA O..orl..n. .f .........
.u"'. .f Indl.ldu.1 T..... ATTH. po.' A.......n. ..,1" Unl'. DEPT. ,""1, H."I...,., PA 111","'1
pnono (Ill> l'l"S'S, s.. .... , of 'n' ....1.. "l...,..'lon. I., I.n.,ll"'.' T.. ,,'u,n f.' . ...Id.nl
o......n'. (REV'ISOIl lor .n ...lon.tI.n .1 .d.lnIl1roll"" .."....... "ro'"
DISCQUHT I
11 on. '0< .... \I p.l. .I.nln W" (S) ..I.nd" .onlh' .ft" .n. d.oo..nl" ....n, . fl.' p"..nl (,1.)
di.count of thl tax p~ld 11 .1 lowed ,
PENALTYl
ThO ISY. ,0< ....... n.n'p"".I..\I.n p.n.lt. I. "....... on 'h. ....1 .f lhO ... .... In."..1 .......d. .... no,
..Id ..I." J....". \I. 199'. 'n. "'" d.. .It" to. .n. 01 'h. ... ..n.... p" 10.. Thl. n.n-p"tI.lp.tlOft
.....1" I. .....1"1' In .no .... .onn.' .nd I. .n. .h. .... .1.. p.,I.d .. ..u ..u,. .pp..1 .no ,.. end In''''''
th.t h" be.n .......d I' indicatad on thls notlcl.
IHTE.OT.
In.''''' \I ....,..d ...Innlno .I.n llro' d.. .f ..11.""...... or nln' (91 ..n.n. end on. (Il ...
f," .ho d'" .f ....Ih, .. .n. ..,. 01 p....nt. T"" .h..n ...... d.lln"".n' ..1." J"""rY I. '9"
..., I."'''' .. .h. ",. .1 01. (.1.> p"..n' p" ."".. ..I..I...d .. . ..11. ,... .f ,000\'"
All..... .hl.h ...... ..lIn....n. .n or .1'" J,,""" .. '9" .11' .." In.''''' .. . ".. ""l.h .111 .". I'"
..I.nd" .", .. ......" .", .ltn .h" ".. .n.ou.". b. .n. pO O.."...n' o. P.".u" Th' .ppll...I'
Int.r..t rate' for 1'IZ throuQh 1"1 Ir.:
~ Int.r..t ~.t. DallY 1n,.r..t f.c~
!!! tnter..t Re'l DallV Inter..t Factor
1'17 91. .000241
1'66-1'91 1\i( ,000101
\"2 'X .000241
199$-1994 1'1. .0001lU
1995..1,'1 ,'1. ,000241
1912
191]
1914
1,,11
1'"
~*lntar..t
20'1.
l'il
\IX
\IX
10il
i. c_lculet.d a.
,000S41
,000411
.000101
.000lS'
,000274
follo\!l.l
INTEREST' IALANCE OF TAX UNPAID X HUK_ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
",A.. H'U.' I..u.d .It" .h. ... ....... ...\1.,,,.' .1Il rofl'.' .n In'''''' ..1,.I.tlon '0 fllt..n (Ill d...
...ond thO .... .1 .ho ........n., If p""" II ..d. .fI,,'h' In'''''' .0llf'\l..tI.n .... .h_ .n .hO
NoHc., MtCtiUonl1 lnt.r..t """It b. c.lcul.tld.
.
i ' \
,,'
~heCklng
8/11/1997
Date Num
.,._..______......m____ ~,._-- -,---.--
1/11/1996
7/11/1996 2556
7/11/1906 2557
7/22/1996 2550
7/23/1996 2559
7123/1996 25M
817/1996 2561
Dorothy Jamieson Estate
Transaction
Openln" Ualanoe
eul [Checklllg]
A Z. RIIlIIIUII & AMooe.
oel: Medloal
"'\'010"
IIo~~hBouth Rohab of Mooh
cet. Household
Physicians of Rehlb"~atlon Medicine
cat. MAdlcAI
"VOID"
Mvert Hlmer Funersl Home
CRt' Funarll
Pay".'e~t ~._ Dee~.slt .,.
H 6,389.13
\.78 R
o
21.00' R
11.48 R
4,793.00 R
Page 1
Balance
6,389.13
8,387.35
6,387.35
6,366.27
6,354.79
e.3M7!l
1,561.79
IURIAU OF INDIVIDUAL TAKEI
IMHERIT~""E T~M DIYIS',,"
PO 10M 210601
HARRISBURO PA 111~.M0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVINUE
INHeRITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-160, EM A'P (OJ-as)
WILLIAM N JAMIESON
5 DVIS DR
MECHANICSBURG PA 17055
OATI 06-05-2006
ESTAT! OF JAMIESON DOROTHY N
DATI OF DEATH 07-20-1996
FILl NUMIER 21 97-0681
COUNTY CUMBERLAND
ACN 96138970
F~~~t _~..~H.d ~_--J
MAKI CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To Inlur. proper credit tu your account, lub~lt the upper portion of thtl forn with your taM pay..nt.
CUT ALONG THIS LINE
... RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
... INHERITANCE TAX STATEMENT OF ACCOUNT ...
ISTATI OF JAMIESON DOROTHY N FILE NO. 21 97-0681 ACN 96138970 DATI 06-05-2006
THIS STATEHENT II PROVIDED TD ADVISE Df THE CURRENT STATUS Of THE STATED ACN IN THE NAHED ESTATE. SNQWN IELOM
IS A SUNNARY Df THE PRINCIPAL TAX DUE, APPLICATION Of ALL P~YHENTS, THE CURRENT BALANCE, ~ND, If APPLICAILE,
A PROJECTED INTEREST fleURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT, 08-11-1997
PRINCIPAL TAX DUE, 191.67
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
08-11"1997
RECEIPT
NUMBER
AA211631
DISCOUNT (+)
INTEREST/PEN PAID (-)
. DO
AMOUNT PAID
52,58
INTEREST IS CHARGED THROUGH 06-20-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM,.
TOTAL TAX CRIDIT
BALANCI OF TAX DUE
INTIRIST AND PIN.
TOTAL DUI
52.58
139.09
88.61
227,70
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE fOR CALCULATION Of ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TNAN 'I,
NO PAYNENT IS REllUIRED.
IF TOTAL DUE is REFLECTED AS A "CREDIT" ICRI,
YOU HAY IE DUE A REfUND. SEE REVERSE SIDE Df THIS fORH fOR INSTRUCTIONS. I
P~VItllNTI
REFU"O (eA) I
RfPLV TOI
DlSCOUHT I
PENALTY'
-0/9
INTEREST'
htloh thtt tup portion ~f tllh MoUOI Ind lublllt .,.Hh your ply".nt .,d_ fl.-vabla to thll nil" Itnd',ddr...
printad on the tlv.r.. ,Idl,
If Plv_nt If fllr . RESIOOKT DECEDENT, ,ak. chick or lIonlY ord.r paYable tOI
M.t.t't (If Willi, AM~1l1
If plvHnt if for I NOM-AfSlDf:NT DECEDENT, .... chick or lIonlV order PIVlbll tOl
CcmmlOllw..lth or II"m.)'lulIlI
FIUur. to plY U.. tlX, Intan.t, and plnlllltv du_ fl'''' r..uU In thl flUnll of . Uan of r.oord In thl
8Pproprl,t, county, or thl hlUlncll of an Orphan'll ClIurt cUIUon.
A r.fund of . till or.dltl Mhloh Ill.,. not r.qu..tld on 'thl 'tIC Aaturn, .''11 bl raquntld by Qoltpl.Unll an
"AppUcaUon for Aefund of Plnn.vl".nla IntI.rltaOll' and Eft.t, hl(l! (RE\I~Ul!). "ppllotUem. an Iv.l1.bl.
on1ln. at wMw.r.v~~,..t.t..D'.~, an~ Mlgistlr of Wills or A_venuI Olstrlot Of,loI, or fro. thl Depart..ntl,
2~bhDur ,n,wlrlng sltvle. for forll ord.r.. l-800~!6l-l050, ,.rvla.. for t'Mpl~.rl wAth Iplol,. h..~lng Ind/ot
Ip.lklnll n,.d" ."100-4lt1'5020 OT Dnhl.
au..tlon' r,g.rdlng .rrorl cont.lned on thll notl08 Ihould b.',ddr.I..d to, PA D.p.rt..nt of R.~.nu" lur..u
af Indlvldull TIM.S, ATTNI POlt A..I,,"nt A.vll" Ul1lt, P.O. 10M 280601, H"rhburg, PA 1112&-0601:. phon.
(711) ,187-6505.
If tn~ tlM dUe 1s paid within thrl' (!) calund.r lonthw aft.r thl dleldtnt'. d..th, . flvI plrolnt (5~) dl.count
of thl tlM plld It ,llow.d,
Th. 15~ tlM Itntsty non-PlrtlalPltlon ptntlty I. co~utld on thl tot.1 of the t.M I,d Int.r..t .....t.d, Ind not
peld b.for' JW\UtrY II, 1996, thl flrl't dlY .'t.r the .nd of thl tlM ,.nnty plrlod.
Intlr..t I. chtrgld blglnnlnll with flr.t d.~ of dellnqulnoy, or nln. (91 lonths and on. (1) dlY frol th. dltl of
dllth, to th. dtt:t of ply,,,nt. TI!C.. which ble..1 d.lInqulnt betar. JanutrY I. 19at bllr Internt It the tits of
.IM 16:0 p.ralnt plr MnUt c,loul.tld It I dIlly rlt. of .000IM. All ttICn which blotll' dlllnqutnt on tnd .ftlr
Jtn\ltry 1. 1912 wUl bllr Inttr,st et t fib which will Vlry frol (lahnder Ylet to c.llndlt YI.r with thlt ratl
.nno~nold by thl PA Dtplrt.tnt of R.vlnul. The Ippllclbl. Intcr..t rat.s for 1962 through 2006 art'
Inter..t nellv Interut nailli' tnterltt
Alte Flctor V.er Aatl feetor Velt Rlt.
-
,000548
.000ft!6
.DOnOI
.DOnS6
,OD0Z74
.0002'1
Vllr
- -
1986~1991 11% .00nOl 2001 'X
1992 'X .000l41 2002 .X
199]~1994 n .000192 200] 'X
1995~19'18 9% .000241 2004 4%
1999 n .000192 2005 'X
2000 OX .000219 2006 n
-
1982
1m
1914
1915
1986
1.01
lO~
16~
11~
UiC
10iC
'X
~~Intlr..t II olloullt,d .. follo\llll
O.lh
Flotor
-
.000241
.00016lt
.000131
.000110
.OOOlS1
.000192
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~~AnY NoUol hsuld Iftsr the tsM bloo." dlUnqutnt wUl refllot In Inttrut olloulttlon to flfttln US) dlY'
blyond thl dlt. of tht ........nt. If pay..nt it lIl.de Iftlr thl Intttnt ou.putlUon dltl thown on the
MoUol, tddltlonll Intlrnt lust be ollcuhttd.