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HomeMy WebLinkAbout01-0566 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEAL TH OF PENNSYLVANIA .. /3 DEPARTMENT OF REVENUE / (p.-,.{ 3& - ~ NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS *' I ~ ~- I(/' REY-1548 EX AFP Cl2-8DJ K M BI DAMEN 23 BIRCH HILL RD WESTON CT 06883 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-18-2001 BIDAMEN 10-21-1999 effi(B8(;~~' 195-07-9326 00127073 Allount Rellitted KENNETH R MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iifi=is4-i-E3f-AFii-fi2-:00)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-18-2001 ESTATE OF BIDAMEN KENNETH R DATE OF DEATH 10-21-1999 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 195-07-9326 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 00127073 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. o195079326-SH5o TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (X> TIME CERTIFICATE DATE ESTABLISHED 01-04-1996 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 16,053.92 0.500 8,026.96 .00 8,026.96 .06 481. 62 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." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN P~ID (-) INTEREST IS CHARGED THROUGH 06-26-2001 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 481. 62 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 38.25 TOTAL DUE 519.87 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the require.ents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). Detach the top portion reverse side. -- Make check or .oney of this Notice and sub.it with your pa~ent to the Register of Wills printed on the order payable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, ~y be requested by co.pleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or by calling the special 24-hour answering service for for.s ordering: 1-800-362-2050; services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions or assess.ent of tax (including discount or interest) as shown on this Notice .ay Object within sixty (60) days of receipt of this Notice by: --written protest to the PA Depart.ent of Revenue, Board of Appeals, Dept. 281021, HarriSburg, PA 17128-1021, OR --electing to have the .atter deter.ined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Depart.ent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar .onths after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 15Z tax a.nesty non-participation penalty is co.puted on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation penalty is appealable in the sa.e .anner and in the the sa.e ti.e period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day fro. the date of death, to the date of pay.ent. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate DailY Interest Factor 1982 20Z .000548 1992 9Z .000247 1983 16Z .000438 1993-1994 7Z .000192 1984 llZ .000301 1995-1998 9Z .000247 1985 13Z .000356 1999 7Z .000192 1986 10Z .000274 2000 8Z .000219 1987 9Z .000247 2001 9Z .000247 1988-1991 llZ .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assess.ent. If payment is made after the interest co.putation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF. REVENUE NOTICE OF n:.;~I~ilcl ~X-B APPRAISE"ENTL ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESS"ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS '* (,( ) c,. REV-1548 EX AFP elZ-DDl K M BIDAMEN 23 BIRCH HILL RD WESTON CT 06883 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY $$N/DC ACN 06-18-2001 BIDAMEN 10-21-1999 ~Efl"N~~ 195-07-9326 00127074 KENNETH R Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V:i5~8-EX--AFFI-(12-:o0)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-18-2001 ESTATE OF BIDAMEN KENNETH R DATE OF DEATH 10-21-1999 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 195-07-9326 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 00127074 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 0195079326-SHl TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-04-1996 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 15,442.97 0.500 7,721.49 .00 7,721.49 .06 463.29 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." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 06-26-2001 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 463.29 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 36.79 TOTAL DUE 500.08 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140), Detach the top portion reverse side. -- Make check or .oney of this Notice and sub.it with your pay~nt to the Register of Wills printed on the order payable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, .ay be requested by co.pleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or by calling the special 24-hour answering service for for.s ordering: 1-800-362-2050; services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions or assess.ent of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, DR --electing to have the matter determined at the audit of the account of the personal representative, DR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of the tax paid is allowed. The 1570 tax ~nesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiae period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (670) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Departaent of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 2070 .000548 1992 970 .000247 1983 1670 .000438 1993-1994 770 .000192 1984 1170 .000301 1995-1998 970 .000247 1985 1370 .000356 1999 77. .000192 1986 1070 .000274 2000 870 .000219 1987 970 .000247 2001 970 .000247 1988-1991 1170 .000301 -- Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) dayS beyond the date of the assess~nt. If payaent is aade after the interest computation date shown on the Notice, additional interest aust be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BIDAMEN K M 23 BIRCH HILL ROAD WESTON, CT 06883 -------- fold ESTATE INFORMATION: SSN: 195-07-9326 FILE NUMBER: 21-2001- 0566 DECEDENT NAME: BIDAMEN KENNETH R DATE OF PAYMENT: 09/21/2001 POSTMARK DATE: 09119/2001 COUNTY: CUMBERLAND DATE OF DEATH: 10/21/1999 NO. CD 000290 ACN ASSESSMENT CONTROL NUMBER AMOUNT 00127073 I $519.87 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: K M BIDAMEN CHECK# 3584 SEAL INITIALS: VZ RECEIVED BY: $519.87 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENr-.: INHERITANCE OFFICI. RECEIVED FROM: BIDAMEN K M 23 BIRCH HILL ROAD WESTON, CT 06883 _nn_n fold ESTATE INFORMATION: SSN: 195.07.9326 FILE NUMBER: 21-2001- 0566 DECEDENT NAME: BIDAMEN KENNETH R DA TE OF PAYMENT: 09/21/2001 POSTMARK DATE: 09/19/2001 COUNTY: CUMBERLAND '. DATE OF DEATH: 10/21/1999 c , TOTAL AMO~ t' ,l>t:; REMARKS: K M BIDAMEN CHECK# 3585 ~.. ~ ,. ~ ~ '/. ; INITIALS: \'> RECEIVED BY SEAL REGISTER OF WILLS lo~ n \ \ j I \ \ ~j t, \. }. .\. \ 'i .1 ~ : ; . ;: ! J ;' i l;' t ; ? ~ ~ ~ .: ~ .~ "\ \; 1 ~ ", ,~ ;,\ '.:, i'~ ~ ~ .~-<. ~-, .... /:#{, 06.9 '" ~ / ~-"~.: ~;-' t I? 2. . CJ ~...~ ~ 0... -'. ~~~ ,;>~ -Yt 'J 1/ 1/ .::- ~ "'-' - 'S' ~ >, .' -- If, ~~; 'l~ ~~ 0\ o r-- - I i"'~ p::~ _0 "':;:::E-< ~::r::U ""'~= ~~ ,~..... B ....COVl "'C"'"l~ :EN.... Ci l!l I t-4 > ~ :>.... .... t-4 Q 1'0 !i ~ : t-4 to- 0. .... Ll-LLlO ... O~~~ ::)~~iil CC.... CIl ~ffi"'::i1 ::):1:0.0: 1lQ~l!J~ 1..1 a::Z 1-10 =1- (/) ""UJ ~N3 ~ ~ ~ ~ ~ "- ~ \~ ~ ~ ~ 'u" ~ -Q ~ 1 { ~ ~ ~~ ~\~ ~~ REGISTER OF WILLS - - ~ -: - - - -: - - .- - - - - - - - - -.: - - - \") ('.\ i') f') '. f;:i ..... ""1 j';, ..... ':' PAYMENT: Detach the tDP pDrtiDn Df this NDtice and submit with YDUr payment made payable tD the name and address printed Dn the reverse side. If RESIDENT DECEDENT make check Dr mDney Drder payable tD: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check Dr mDney Drder payable tD: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an "ApplicatiDn fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-1313l. ApplicatiDns are available at the Office Df the Register Df Wills, any Df the 23 Revenue District Offices Dr frDm the Department's 24-hDur answering service fDr fDrms Drdering: 1-800-362-2050; services fDr taxpayers with special hearing and I Dr speaking needs: 1-800-447-3020 (TT Dnly). REPLY TO: QuestiDns regarding errDrs cDntained Dn this nDtice shDuld be addressed tD: PA Department Df Revenue, Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phDne (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (570) discDunt Df the tax paid is allDwed. PENALTY: The 1570 tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd. INTEREST: Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df death, tD the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df six (670) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after January 1, 1982 will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate annDunced by the PA Department Df Revenue. The applicable interest rates fDr 1982 thrDugh 2001 are: Year Interest Rate Daily Interest FactDr Year Interest Rate DailY Interest FactDr 1982 2070 .000548 1992 970 .000247 1983 1670 .000438 1993-1994 7Z .000192 1984 1170 .000301 1995-1998 970 .000247 1985 1370 .000356 1999 7Z .000192 1986 1070 .000274 2000 870 .000219 1987 970 .000247 2001 970 .000247 1988-1991 1170 .000301 --Interest is calculated as fDllDws: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (15) days beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shDwn Dn the ..~ __" ___.. .:_~____~ _.._.. ...... ...""'1.....'...+....... /t~d}0-J/.3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT lK ~ c- 'faN' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 REV-IU7 EX AFP [12-00) Recoroec.i.' 'G6 of Register v'/iIIs .01 NOV 26 All :46 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-19-2001 BIDAMEN 10-21-1999 21 01-0566 CUMBERLAND 00127074 KENNETH R K 23 BIRCH WESTON M BIDAMEN HILL RD a1" ~ CT ~. -~I"I' ""."".....i. . If' \OJ t:.:U "\~ ~,- .-'vurt PA Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV = i60-j-E3f-AFP-n'2:0oY------...--fNHERIYANcE-TAY-sTAfEME-tiT-'(fF'-Accouiif--.-i.--------------- - ----- ESTATE OF BIDAMEN KENNETH R FILE NO.21 01-0566 ACN 00127074 DATE 11-19-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-18-2001 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 463.29 PAYMENTS (TAX CREDITS): BAL PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-19-2001 CDOO0289 36.79- 500.08 ANCE OF UNPAID INTEREST/PENALTY AS OF 09-20-2001 TOTAL TAX CREDIT 463.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. 9.73 lIE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 9.73 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NDN-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of PennsYlvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of the tax paid is allowed. PENALTY: The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (670) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 2070 .000548 1992 970 .000247 1983 1670 .000438 1993-1994 77. .000192 1984 1170 .000301 1995-1998 970 .000247 1985 1370 .000356 1999 77. .000192 1986 1070 .000274 2000 870 .000219 1987 970 .000247 2001 970 .000247 1988-1991 1170 .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BIDAMEN K M 23 BIRCH Hill ROAD WESTON, CT 06883 ____nn fold ESTATE INFORMATION: SSN: 195-07-9326 FILE NUMBER: 21-2001- 0566 DECEDENT NAME: BIDAMEN KENNETH R DATE OF PAYMENT: 01/17/2002 POSTMARK DATE: 01/15/2002 COUNTY: CUMBERLAND DATE OF DEATH: 10/21/1999 NO. CD 000764 ACN ASSESSMENT CONTROL NUMBER AMOUNT 00127074 I $9.73 00127073 I $10.11 I I I I I I I TOTAL AMOUNT PAID: REMARKS: K MICHAEL BIDAMAN CHECK# 3637 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $19.84 MARY C. lEWIS REGISTER OF WillS '\,. / ~',::2$ b -- /C.S' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-I'D7 EX iFP <DI-D21 Fif;, DATE ESTATE OF DATE OF DEATH FILE NUMBER MflFi -8 P 1 :1 ~OUNTY ACN 03-04-2002 BIDAMEN 10-21-1999 21 01-0566 CUMBERLAND 00127074 KENNETH R K M BIDAMEN 23 BIRCH HILL RD WESTON '02 Allount Rellitted CT 068"~ s': Cumt> MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i6'ifj-Ex-AFP-("oY=02Y------...--INirERITANcE-fAx-sTA"fEHENf-'ifF'-Accouiif--.-..---------------- - - --- ESTATE OF BIDAMEN KENNETH R FILE NO.21 01-0566 ACN 00127074 DATE 03-04-2002 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-18-2001 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 463.29 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-19-2001 CDOO0289 36.79- 500.08 01-15-2002 CDOO0764 9.73- 9.73 TOTAL TAX CREDIT 463.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REY-1313). Applications are available at the Dffice of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7Z .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7Z .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. / {, -,;),36- I. :: ~ BUREAU OF IN~VIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1U7 EX AFP [D1-D2) Fie '02 f'lAF<-8 DATE ESTA TE OF DATE OF DEATH FILE NUMBER ~~ ACN 03-04-2002 BIDAMEN 10-21-1999 21 01-0566 CUMBERLAND 00127073 KENNETH R K M BIDAMEN 23 BIRCH HILL RD WESTON CT 06883 Allount Rellitted C;;,; Clan:.,... MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV= i61fj-E3r-AFP--foY.:02Y------...--i NirERITANc"E--TA3 r-STATEMENT-OF'-AC-COl.iiiT--.-..--------------------- ESTATE OF BIDAMEN KENNETH R FILE NO. 21 01-0566 ACN 00127073 DATE 03-04-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-18-2001 P R I NC I PAL TAX DUE: ......................m....m.mmmmmm............................m....mmm...mm.....................m.mm............m...m.m...........m.................................m......... 481.62 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-19-2001 CDOO0290 38.25- 519.87 01-15-2002 CDOO0764 10.11- 10.11 TOTAL TAX CREDIT 481. 62 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: l-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: l-800-447-30Z0 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z8060l, Harrisburg, PA l7lZ8-060l, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z ZO% .000548 199Z 9% .000Z47 1983 16% .000438 1993-1994 7% .00019Z 1984 11% .000301 1995-1998 9% .000Z47 1985 13% .000356 1999 7% .00019Z 1986 10% .000Z74 ZOOO 8% .000Z19 1987 9% .000Z47 ZOOl 9% .000Z47 1988-1991 11% .000301 ZOOZ 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.