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Home My WebLink About97-00738 '. . '0'" .'. -. --- .i. COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE Dear Register of Wills: Enclosed you will find: 0 check(s) 0 dacuments(s) which were received by the Department of Revenue in error. These may be processed according ta normal procedures. REMINDER: The POST MARK DATE on envelope a"ached to any checks enclosed must appear on your. Official Receipt. Thank you. \ ..- I-~ , , , j ./ ) " DEX55 (9-93) * . . .~'- Sincerely, Jahn Murphy, Chief Inheritance Tax Division (717) 787.6201 ....- r ~: .':' .f ". ~~" \ ,"{i' '.' ... -'1 ,; " );.~~>,:\ " '.,'. '. t ..' ~. " .;:.~ ' fro ' . , r .1 I." "I '.' ~. ,;::,..' ..- "'" (, ., '._,-- - ~::...~_-:::-:-::.~,..::Jil8 , .. -~.~:::r-~ ~ ."..~... ~ ,.4'W" \ . t', I ; .' ( I-~ , ) -, ..- \ i .I I , t~ :' . ~ oj ,'-" G, (" .'.- '7:~':' '. '. , '. ..~~__l -.,:u " -...:;!:; .-r" . ."..~,::ii. I ,,:'~ .._~~~~ \. ~..., c" ~. " ; ('~ .' : ,II' ,. ..' " tl I .' f ~ ../, r.. . !g, ;J. ...;;.~!. ~ ; J ~ .~ ~ } ::. }; ./~- \ , . ',:, , " ,. "'. ".~ ,';':-:. ? .''; I, .. -'oY' '. "';Ilj 'r '1;1 --...J -~ ..c_'....:... ~'~~\1, ;' , " '. I ,. " f \ IS:~{)/' ~ COMMONWEALTH OF PENNSYLVANIA J '}1 7~~ DEPARTMENT OF REVENUE .;L .,~ ; Ji'> '*' BUREAU OF INDIVIDUAL TAXES INHERITAHCE TAX DIVISION OEPT. 280601 HARRISBURG, PA 1712a-0601 NOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTION" AND ASSESS"ENT OF TAX ON JOIN'fLY HELD OR TRUST ASSETS c. In.lid U A"~ 111..11 MARY K KERR 2228 ORCHARD RD CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNJ'DC ACN 08-11-97 YANC 08-31-95 JANE CUMBERLAND 208-18-5274 96140235 Amount RelllittMd PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-iv=isifa-Eif-AFii-C0;5:97i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-11-97 ESTATE OF YANC JANE M DATE OF DEATH 08-31-95 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 208-18-5274 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96140235 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 51403B3499 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-01-83 . Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,3B4.87 0.500 692.44 .00 692.44 .15 103.87 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 MONEV ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I INTEREST IS CHARGED THROUGH 08-19-97 AT THE RATES APPLICABLE AS OUTLINED ON REVERSE SIDE OF THIS FORM THE .00 103.87 11.42 115.29 M c. -:-, ;"'1 :.l.: ~.i) .~ ::i ,."" 4 ~'-' PURPOSE OF NOTICE: To fulfill tho roquire.ents of SectIon 2140 of the Inhlrlt8nce and Estate Tax Act, Act 21 of 1995. (12 P.S. Sectlon 9140). PAYHENT: Detach tho top portion of thIs Notlco and su~elt with your pay~ent to tho Roglstor of WIlls prInted on tho re",orse sid.. -- Hako ch~ck or eon.y order payable to: REGISTER OF WILLS, ACENT. REFUND (CR): A refund of a tax credit, which was not requested on the tax return, .ay be requDsted by completIng en "Application for Refund of PennSYlvania Inheritance and Estate Tax" (REY-IlI3). Applications are a",allable at the Offlco of the Reglstor of Wills, any of the 23 Rlvenue District Offices or by calling tho spoclal 24-hour answering service nuabors for form, ordering: In Ponnsylv8nla 1-800-362-2050, outside PennSYlvania and within local Harrisburg area (117) 181-8094, TOOt (717) 772-2252 (Hearing hlpalred Only). OBJECTIONS: Any party In Interest not satisfied with the appraisement, allowance or disallowance of deductions or assess.lnt of tax (Including discount or Inter.stl as shown on this Notice .ay object within sixty (60) days of rocelpt of this Notice by: --written protest to the PA Dlpart.ant of Ravenue, B09rd of Appeals. Dept. 281021, HarriSburg, PA 17128-1021, OR --olectlng to have thQ .atter deter.ined at thl audl t of the account of the personal reprasentatlve, OR --eppeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assess.ent should be addrassed In writing to: PA nlpert.lnt of RlVlnue, Bureau of Individual Taxos, ATTN: Post Assesseent Review Unit, DEPT. 280601, HarriSburg, PA 17128-0601 Phone (717) 787-6505. Se. page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISOIl far an explanation of adBlnlstrativelY correctable errors. DISCOUNT: If any tax dug Is paid within three (3) calendar lonths after the decedent.s death, a fI",. perclnt (5%) discount of the tax paid is allow.d. PENALTY: The 15% tax a.nesty non-participation penalty Is cOllputod on the total of the tax and Inter.st assessed, and not paid bafore January 18, 1996, the first day after tho ond of the tax aonosty porlod. This non-participation penalty Is appealable In the saoe .annor and In the tho 5ao. tl.e periOd as you would appeal tho tax and Interest that has been assessed as Indicated on this notice. INTEREST: Interest Is charged beginning with first day of delinquency, or nine (9) Months and one (1) day froe the date of death, to the date of payeont. Taxe' which became delInquent beforQ January 1, 1982 boar Intorest at the rate of six (6%1 percont p.r annul calculated at a dally rate of .000164. All taxos which boca.o dolInquont on or aftor January 1, 1982 wiii bear Intorest at a rato which wlil vary fro. calendar year to calondar yoar with that rato announced by tho PA Department of Ravonue. Th. applicable interelt ratos for 1982 through 1997 ara: Vear Intorut Rate Dally Interest Factor Yoar Interost Rato Dally Interost Factor 1982 20% .000548 1987 9% .000247 1981 16% ,000438 1988-1991 11% .000301 1984 111- .000301 1992 91- .000247 1985 13:'. .000356 1993-1994 7% .000192 1986 10:'. .000274 1995-1997 9. .000247 --Interut Is calculated .. follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS OELINQUENT X DAILY INTEREST FACTOR --Any Notice issued aftor the tax beCOMes dolinquont will roflect an interest calculation to flfteon (IS) days boyond tho date of the aSl8SSlIlont. If pay.ent Is lIad. aftor the Intorest co.putation date shown on the Notice, additional Int.rest Must be calculated. Ii "1 .1 I' .1 ., ..r,) , . :. '.~ ". y - FAX TRANSMIITAL FAX# '11'1-7{,;).-()'-!J~ TO: cfA ~I ~~-;J'U-m(~ l1 r AITN: -li..cJ (}Jcti ~/,J/U'.C~ FROM ~WWU ~U& DATE: C?koH7 t , CALL (717) 240-6100 Hl!i ANY INQUmmS FROM: f)1'57t~UL ~. COlU1ty of Cumberland One Courthouse Square Carlisle, P A 17013-3387 FAX It (7 J 7) 240-{j490 I'AGI': ONE 01-' _<2d . . " I r ... , ., -. - .~~. '- COMM~I1WEAL;tl OF PENNSYLVANIA OEPAATMENT or nEVENUE BUREAU OF INDIVIDUAL TAXES OEPT260601 HARRISBURG. PA 11128-0601 '* PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT I No.AA 242212 "EV.II" EX (11.96' RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT REGINA A LAMANCUSA 9614023S s7."4 2228 ORCHARD RD CAMP HILL. PA 17011 FOlD HERE -. fOlD HERE ESTATE INFORMATION: FILE NUMBER 21-1997-0738 SSN 208-18-5274 NAME OF DECEDENT (LAST) (F(RST) VANC JANE MARY DATE OF PAYMENT : . 1997 POSTMARK DATE /25/1997 '. '1 (Mt) L. ',. ~ :~. S7.24 . .' ~ . i TOTAL AMOUNT PAlO COUNTY DO "'''~ ~ 1!J;,t f, ~, p'" MARY C. L IS ~~}- REGISTER F WILLS / \1,; CUMBERLAND DATE OF DEATH REMARKS REG I NA A LAMANCUSA FILED ON AUGUST 27,1997 SEA~HECK# 361 REGISTER OF WILLS ---:-----------------~------------_.,-------- ilJ1A oS~.. f!lJ1Lld 'JO'L fW-IUlL d~ d:/Lt0 dolL 'i ftur1LMti- h q Ig I/qqldj IJYL ,j}JiJ ~J fJ/) ;1LJ;2)IJ--, 'f}/if1/X.ku " " ~ ( '/0 .l PAVHEHT : jY-\ I I- n.tech the top ltorUon of this Notlu and sub. it with your pa"..nt lIade pay&blli to the na.. end addr... printed on the rever.. .ide. -~ "Kak. check ~o; .on.yj~r payable to: REGISTER OF WILLS, AGENT. REfUND (CAli . I"'.fund of II tax cr-8dlt, which WII' not requa.ted on the Tax Return, ..Y be requuted by co..,laUng an "Application for R.fund of P8oolylvanl. Inher'itanca and Eltat. Tax" (REY-In!). AppllcatJon. ara availabl. at the Office of the Raglshr of Will., any of the 23 Revenue Dlstf"ict Offlc.. or fr08 the Depart..nt', Z4-hour 8nswarlng tarvlce nuabe,.s for for.. ordering: In Pannlylvani. 1-800-362-2050, outsida Pennsylvania end within local HarriSburg area (717) 781-8094, TOOl (711) 772-ZZSZ (Haarlng I~.lr.d only). REPLY TO: Questions regarding errors containod on this notice should be addr...ed to: PA Dapartacnt of RIVanu., Bur'lN of Individual TaxII, ATTH: po.t A......8nt Rlview Unit, Dept. 280601, Harrl.burg, PA 17128-0601, Phone (717) 787-6505. DISCOUNT : If any tax due is paid within thrle (3) calendar .anth. after the dllcadlnt'. d.ath, a five percent (SiC) discount af the tax paid i. allowed. PENALTY: The 15;( tax une.ty non-participation penalty is callPUted on tho total of the tax and interlllt aliened, and not paId Mfarl January 18, 1996, the fir.t day aftlr the end of the tax une.ty period. INTEREST: Intlrl.t is charged blISllmlng .,lth flrlt day of d.Unquftncy 01'" nine (9) lonth. and OM U) day fro. the date of aath to the date of paYllllnt. Tll)(el whIch becne deUnquent before January 1, 1982 bear Intlre.t at the rat. of .Ix (6;() percent per annu. calculated at a daUy rate of ,000164. All tll)(lIS which beca.e delinquent on and after Janutlry 1, 1982 "U1 bear lnt.r..t at a rat. which will vary frOll celandar Yl8r to calendar year "lth that rate ennounclld by the PA DlIpartMnt of RIVenue, The appUcabl. interest rate. for 1982 through 1997 ar.: Vlar Int.re.t Rat. Daily Intere.t Factor Vear Inter..t Ratl Dally Intere.t Factor 1982 20;( .000548 1987 9~ .000247 1983 16;( .000438 1988-1991 11;( .000301 19&4 11;( .000301 1992 OX .000247 1985 13:( .OD0356 1993-1994 r. .000192 19&6 10;( .000274 1995-1997 9~ .000247 --Inter..t is calculated .. follow'l INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NotiCI I..UlId aUlr the tll)( becOllllI del1nquent "ill roflect DO Inter..t calculation to fift"" US) days beyond the datI of the .......""t. If paYlflll"t 11 I'" aUer thtI interelt capuhtion date shown on the NoticI, additional lntlr..t mu.t be clllculatlld. ''';o,.,.-~_.'''''t.,.".",.,....,+".".~. COMMONWEAltH Of 1'1 tHj~;1 ..:.ti,t. D[PARTMfW Of R[vtr~lJr BUREAU OF INDIVIDUAL TAXEI Dlf'T 1AOtJQl HAJH~I~BURG, PA l/1)H Ot,(j! Df{{ol'NT;~--~jA'Mfr ~. , 1 ' \/l/ /.Ii ' I,V'o' .X.Jf ' (/, i! ITEM NO. ., " '~'IJ f . I~' ~-, SCHEDULE I an a _____ _1 ,~~ :'~.~ !^ INHERITANCE TAX EXPLANATION OF CHANGES , --- till tIUt.ll\[fJ. ! I ' ",') , ( ,/-{ J'j' :.: ,/ . . / __ ~..L \/2.. /'/0 2....~ !:J-- Mjj EXPLANA liON OF CHANGES / ( .'\( :;6. ,1/ LI h.IVL' !:~'(;Ul'l iOil,; III Llh' ,'''11:'\' ll: bt'I'Jl \.'nd!I(..i ,., I~~t. Lo~l(>~J':II' TAX EXAMINER .--- .' / " // I" -.""- , I J PAGE /5-dtJ!- ,b BUREAU OF INDIVIDUAL TAXES INHERITANCE TAK DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' c IIW.IU1U AH ClI-'" MARV K KERR 2228 ORCHARD RO CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-06-97 YANC 08-31-95 21 97-0738 CUMBERLAND 96140235 JANE M Amount Rein! U.d PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insuro proper credit to your eccount, subnit the upper portion of this forn with your t.x peyment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=i6o-j-Eif-Ai:p-coi-:97i-------...--iNifERiriiNc'E--iAx--sriifEHifNi-oF-Ac:couiif--.-..--------------------- ESTATE OF YANC JANE M FILE NO.21 97-0738 ACN 96140235 DATE 10-06-97 THIS STATEHENT IS PRDVIDED TO ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 09-30-97 PRINCIPAL TAX DUE: .._.______.___..._____________. .00 PAYMENTS (TAX CREDITS): PAYMENT DATE 08-25-97 RECEIPT NUMBER AA242212 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 7.24 :'J Cu' ,- :" .' '. .....j TOTAL TAX CREDIT 7.24 7.24CR .00 7.24CR BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. I PAVHENT: Detech thl top portIon of thII Notlcl end IUblllt with your pay.ent lIade payable to the na.. end addrall prInted on the rever I. Ilde. If RESIDENT DECEDENT lIek. check or Money ord.r payeb18 to: REGISTER OF WILLS, AGENT, If NON~RESIDENT DECEDENT .ake check or aonQY order payable to: COMMONWEALTH OF PENNSVLVANIA. REFUND (CR): A r.fund of a tex credit, which was not r.quest.d on the Tax R.turn, lIey be r.qu.sted by cOIIPletlng an "Application for R.fund of Pennsylvania Inh.ritanc. and Estat. Tax" (REY-1313). ApplIcations are avallabl. at the Office of thl Rlgi.tlr of WIll., any of the 23 Rlvlnu. District Offlc.. or frol the D.part.ent'. 24-hour answering service nu.bers for for.. ord.rlng: In P.nnsYlvanla 1~800-362-2050, out.lde PennSYlvania end within local Harrisburg area (717) 787-8094, TDDI (717) 772-2252 (Hearing IlIpalr.d only). REPLY TO: DISCOUNT: PENALTY: INTEREST: Questions regarding .rrors contained on this notice should be addressed to: PA D.partllent of R.venue, Bur.au of IndIvidual Tex.., ATTN: Post Ass..s..nt R.vllw Unit, Dept. 280601, Harrisburg, PA 17128-0601, phonl (717) 787-6505. If ar.y tax dUI I. paid within thr.. (3) calendar .onths aft.r the dec.d.nt's death, a five percent (5Z) discount of the tax paid Is allowed. The IS% tax aunesty non-participation penal ty Is co.puted on the total of the tax and Int.rllt a......d, and not paid before January 18, 1996, the first day aft.r the end of the tax alln.sty period. Int.rest Is Charged beginning with first day of delinquency, or nln. (9) lonths and anI (1) day fro. the date of death, to the dot. of paY.lnt. Taxes which blca.. delinquent blfor. January 1, 1982 blar Int.r.st at thQ rate of .ix (6Z) perclnt p.r annuli calculated at a daily rate of .000164. All t~xes which beca.e dellnqu.nt on and after January 1, 1982 will beer Intere.t at e rate which will vary fro. calendar yaar to celendar y.er with that rete announcld by the PA n.part.ent of R.venue. The applicable Inter.st rate. for 1982 through 1997 arl: YQar Intere.t Rat. Dally Inter..t Factor Intlre.t Rat. DailY Inter.st Factor Y.ar 1982 20~ .000548 1987 9% .000247 1983 16% .000438 1988-1991 11:1. .000301 1984 11% .000301 1992 'X .000247 1985 13:1. .000356 1993-1994 7X .000192 1986 10% .000274 1995-1997 'X .000247 --Interl.t 1. calculatld a. follow.: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .--Any Hotlce i..ued aft.r the tax beco.e. delinquent will r.fl.ct an inter..t calculatIon to fift..n (15) days beyond the date 01 the alless..nt. If pey..nt 1. .ad. aft.r the Int.r.,t co.putation date .hown on the NotlcD, additIonal Inter..t lIU.t be calculatld. ':'-.