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HomeMy WebLinkAbout04-0288BUREAU OF INDIVIDUAL TAXES NERRILYN D FAILOR q56 CROSSROAD SCHOOL RD CARLISLE PA 1701~q$5 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF XNHERTTASCE TAX APPRATSEHENT ALLO#ARCE OR DISALLO#ANCE OF DEDUCTXON~.. AND ASSESSIIENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recorded-Off,ce of DATE os-ts-2oo~ Reg~,*~, o~ Wilts ESTATE OF BLUMENSTOCK DATE OF DEATH 12-16-2002 FILE NUMBER c~,~/- ~'~ .COUNTY CUMBERLAND '04 ;i~R 12 ?l *4~SN/DC 17~-2o-~016 ACN 0511579Z Amoun~ Remi~ed MILLER MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT~ ALLONANCE OR DISALLOWANCE OF DEDUCTZONS~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~ DATE O~-15-ZOOq ESTATE OF BLUNENSTOCK HILLER DATE OF DEATH 1Z-16-ZOOZ COUNTY CUMBERLAND FILEINO. S S/D.C. NO. 17q-ZO-~016 ACM 05115792 t TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. TYPE~OF ACCOUNT. DATE ESTABLISHED Accmnt Balance Perc~n~ Taxable Amount Sub~ect to Tax Deb~ and Deductions Taxable Amount Tax Tax Due TAX CREDZTS: 87008000087626 ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE 07-31-1987 5,qlZ 07 NOTE: 0.500 Z,706 O~ .00 2,706.0~ .15 q05 91 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE A~DRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 0$-ZS-ZO0q AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM AMOUNT PAID TOTAL TAX CREDIT I BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST ~ ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS RE{~UIRED. IF TOTAL DUE TS REFLECTED AS A "CREDIT" ( CR)~ YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS ) O0 q05 91 9 60 q15.51 ~OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 003753 FAILOR MERRILYN D 456 CROSSROAD SCHOOL RD CARLISLE, PA 17013 ........ fold INFORMATION: ~ 74-2o-4ol 6 SSN: ER: 2104-0288 ~ BLUMENSTOCK MILLER DATE OF PAYMENT: 04/02/2004 POSTMARK DATE: 03/20/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/16/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03115792 $405.91 REMARKS: : SEAL CHECK# 130 TOTAL AMOUNT PAID: $405.91 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDTVI'DUAL TAXES TNHERYTANCE TAX DTVISXON DEPT. Z80601 HARRTSBURO, PA 171Z8-060! MERRILYN D FAILOR q56 CROSSROAD SCHOOL RD CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF XNHERXTANCE TAX APPRAXSERENT. ALLONANCE OR DXSALLORANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS I~,~qTE OF BATE OF DEATH PA 17015-9qS'~x, ~- FILE NUMBER COUNTY ACN 05-15-200~ BLUMENSTOCK 12-16-2002 CUMBERLAND 17q-20-q016 05115792 AmourS: Rem/'l:'l:ed REV-I$4B EX AFP (D1-93) MILLER MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT Al rlluh -, ........ i~ DG~'ATM i rti,ml=D DrtD'l'Tftld G~Ilt Vl,~lmi'l ~P------~- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 CONMONgEALTH OF PENNSYLVAN'rA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT MERRILYN D FAILOR 456 CROSSROAD SCHOOL RD .... CARLISLE PA 1701~:§455 RE¥-1607 EX AFP (01-03) DATE 05-17-Z004 ESTATE OF BLUMEHSTOCK DATE OF DEATH 12-16-2002 :!'!L~/LE NUMBER 21 04-0288 COUNTY CUMBERLAND ACN 05115792 I Amount RemA~ed MILLER MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~co your account, submit: ~he upper portion of ~his form wi~:h your ~ax payment:. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~#~ INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF BLUMENSTOCK HILLER FILE NO. 21 04-0Z88 ACN 05115792 DATE 05-17-2004 THIS STATENENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BEL01~ ZSA SUNNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECYED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-15-Z004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 405.91 PAYMENT DATE 05-20-2004 RECEIPT HUMBER CD005755 DISCOUNT (+) INTEREST/PEN PAID (-) .00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-21-2004 AMOUNT PAID 405.91 TOTAL TAX CREDIT 405.91 BALANCE OF TAX DUE .00 INTEREST AND PEN. 9.q7 TOTAL DUE 9.47 ZF PA/D AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this Notice and submit eith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGTSTER OF NZLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit) ahich ams not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-1313). Applications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: l-BOO-362-gOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-~47-30Z0 (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 Reviem Unit) Dept. Z80601) Harrisburg) PA 171Z8-0601, phone [717) 787-650S. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty ls 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 data of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) 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 I98Z through 2004 are: Interest Daily Interest DaiLy Interest Year Rate Factor Year Rate Factor Year Rate 19BI ZOZ .OOOSq8 1988-1991 Ill .000301 ZOO! 9Z 1983 16Z .000438 199Z 9Z .000247 gOO2 6Z 1984 11Z .000301 199~-1994 7Z .00019Z 2003 5Z 1985 13Z .000356 1995-1998 9Z .O00Z~? ZOO4 4Z 1986 IOZ .O0027~ 1999 7Z .OOD19Z 1987 9Z .000247 ZOO0 BZ .O00Z19 Daily Factor .O00Z~? .O0016q .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DATLY 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 data shown on the Notice, additional interest must be caIcuIated.