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Home My WebLink About04-0318CONNONHEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 171Z8-0601 RE¥-IS45 EX AFP (09-00) ZNFORHATZON NOTICE AND TAXPAYER RESPONSE FZLE No. 210a ACH OqlO8q77 DATE 05-09-200q JUDITH A BUNN 2~q SILVER SPRINGS RD NECHANICSBURG PA 17055-2858 EST. ~F E S NCINTYRE []SAVINGS S.S. HO. q69-2~-0~66 [] CHECKING DATE OF DEATH 01-26-2005 [] TRUST C~p~"r_...~'~ CUHBERLAND [--]CERTZF. REHZT PAYHENT AND FORHS TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 PENNSYLVANIA STATE BANK has provided the Department with the information listed bela. which has been used in calculating tho Potential tax duo. Their records indicate that at the death of the above decedent, you were e joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to tho above address. This account is taxable in accordance with the Inheritance Tax Laws of tho Commonwealth of Pennsylvania. Questions may be answered by culling (717) 787-8527. COMPLETE PART ! BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 10~05798 Date 06-06-2000 PART EstebZ/shed Account Balance q15.1~ Percent Taxable X 50.000 Amount Subject to Tax 207.57 Tax Rate X .Oq5 Potential Tax Due 9.5q To insure proper credit to your account, tee (g) copies of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments are made within three ($) months of the docodont's date of death, you may deduct a SZ discount of the tax duo. Any inheritance tax duo mill become delinquent nine (9) months after the date of death. CHECK~ ONE BLOCK ONLY TAX LINE A. ~ The above information and tax due is correct. 1. You may choose to remit payment to the Register of Rills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Hills and an official assessment mill be issued by the PA Department of Revenue. B. ~ The above asset has been or will be reported and tax paid aith the Pennsylvania Inheritance Tax return to be filed by tho dscedent's representative. C. ~The above information is incorrect and/or debts and deductions wore paid by you. You must complete PART ~ and/or PART ~bolow. PART Zf you indicate a different tax rate, p/ease state your relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Date Established 1. 2. Account Balance 2. 3. Percent Taxable ~ X q. Amount Subject to Tax q $. Debts and Deductions ~ - 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAZMEI~ PAYEE T~ESCRIPTION AMOUNT PAID TO ntor on Line $ of Tax Coeputeti~ Under pone/ties of porSury, Z declare that the facts Z have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( ) ~ WORK ( ) E-14a EX (3-~) Judith A. Bunn 244 Silver Spring Rd Mechanicsburg, PA 17050 Attention: TIC 340 Z~p Code PA DEPARTMENT OF I~V~E? BUREAU OF INDIVIDUAL TAXES~ INHERITANCE TAX Dri,~ISION DEPT. 280601 '"~:" HARRISBURG PA 1712~01 h.llh.h.lh,hlh,hlh.dhdh..,Ihhdl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003755 BUNN JUDITH A 244 SILVER SPRINGS RD MECHANICSBURG, PA 17055-2858 ........ fold ESTATE INFORMATION: SSN: 469-24~0466 FILE NUMBER: 2104-0318 DECEDENT NAME: MCINTYRE MYRTLE S DATE OF PAYMENT: 04/02/2004 POSTMARK DATE: 03/25/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04108477 I $9.34 REMARKS. ~',. CHECK//1589 SEAL TOTAL AMOUNT PAID: $9.34 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-060] COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTXCE OF INHERITANCE TAX APPRAXSEHENT. ALLONANCE OR DXSALLOHANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOZNTL¥ HELD OR TRUST ASSETS 'O4 JUDITH A BUNN 244 SILVER SPRINGS RD MECHANICSBURG PA 1705~.-2858 DATE 05-24-2004 ESTATE OF HCINTYRE MYRTLE DATE OF DEATH 01-26-2003 FXLE NUMBER COUNTY ACN Amount Remitted HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE 21 04-0318 CUMBERLAND 04108477 CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1548 EX AFP C01-05) NOTICE OF INHERXTANCE TAX APPRA/SEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-24-2004 ESTATE OF MCINTYRE MYRTLE S DATE OF DEATH 01-26-2003 COUNTY CUMBERLAND FILE NO. 21 04-0318 S.S/D.C. NO. 469-24-046& ACN TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED 04108477 JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PENNSYLVANIA STATE BANK ACCOUNT NO. 10405798 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-06-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 415.14 0.500 207.57 .00 207.57 .45 9.$4 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 03-25-2004 CD005755 .00 9.34 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 9.34 .00 .17 .17 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. [F TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A **CREDIT" C CR], YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCT[ONS. ~ PURPOSE OF NOTICE= PAYMENT= REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT= PENALTY: INTEREST: To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of WilIs printed on tho reverse side. -- Make check or money order payable to= REGISTER OF NILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may be requested by completing an '~pplication for Refund of Pennsylvania Inheritance and Estate Tax" CREV-]3I$). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or by calling the special 2~-hour answering service for forms ordering= 1-800-362-2050; services for taxpayers with special hearing and or speaking needs: 1-800-4~7-$020 CTT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within s/xty (&O) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 28102], Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA I7128-0601 Phone (717) 787-&505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent discount of the tax paid is allo~ed. 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. This non-participation penalty is appealable in the same manner and in the the same time 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 C&X) percent per annum calculated at a daily rate of .0001&~. 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 Department of Revenue. The applicable interest rates for 1982 through 2004 are= Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .000548 1988-1991 IIX .000301 2001 9X .0002~7 1985 16X .000~38 1992 9X .0002~7 2002 &X .000219 198~ llX .000301 1993-199~ 7X .000192 2003 5X .000I$7 1985 13X .000356 1995-1998 9X .0002~7 200~ ~X .000110 ]98~ lOX .00027~ ]999 7X .000192 1987 9X .0002~7 2000 8X .000219 --Interest is calculated as follows~ INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY /NT~'REST FACTDR --An~ Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment ts made after the interest computation date shown on the Notice, additional interest must be calculated.