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.