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HomeMy WebLinkAbout04-0412BUREAU OF ZNDZV/DUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 DUSTIN C MCCORKLE 29q SMITH RD SHIPPENSBURG PA 17257 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP DATE Oq-lZ-ZOOq ESTATE OF MCCORKLE HELEN DATE OF DEATH 11-Oq-Z005, FILE NUMBER ~..~,',',',',',','~/-~ ~"/"- '~""/~ CUMBERLAND COUNTY SSN/DC 265-11 - 85q7 ACN 0q105167 I Amoun~ Remi~ed I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE RETAIN LOHER PORTION FOR YOUR RECORDS REV-IS48 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 0~-12-200~ ESTATE OF MCCORKLE HELEN L DATE OF DEATH ll-Oq-ZO05 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. Z65-11-85q7 ACN 0q105167 TAX RETURN WAS: iX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOHN BANK ACCOUNT NO. 70500209q TYPE OF ACCOUNT: (~ SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 08-51-2000 Account Balance .00 Percent Taxable X 0.166 Amoun~ Subject to Tax .00 Debts and Deductgons .00 Taxable Amount .00 Tax Rate X .q5 Tax Due .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: ~°REGISTER OF HILLS, AGENT.~ TAX CRED'tTS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) ¥OYAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE /F PAID AFTER TH/S DATE, SEE REVERSE FOR CALCULATION OF ADDIT/ONAL /NTEREST. ( IF TOTAL DUE 1S LESS THAN $1, NO PAYMENT 1S REQUIRED. IF TOTAL DUE 1S REFLECTED AS A "CRED/T" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR /NSTRUCTIONS. .00 .00 .00 .O0 PURPOSE OF NOTICE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TZ P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side, -- Make check or money order payable to: REGISTER OF NILLS, AGENT. REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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-13153. Applications are available at the Office of the Register of #ills, any of the g$ Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-BO0-$6Z-ZOSO; services for taxpayers with special hearing and or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17128-10Z1, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should bo addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 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 hms been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date 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 or after January l, 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 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 20Z .000548 1988-1991 112 .000501 ZOO1 9Z .000Z47 1983 162 .000438 1992 92 .000247 ZOOZ 62 .OOOZ19 1964 11Z .OOO30X 1993-1994 72 .000192 2005 52 .000137 1985 13Z .000356 1995-1998 9Z .000247 2004 4Z .000110 1986 IOZ .000274 1999 7Z .00019Z 1987 9Z .000247 2000 OX .OOOZ19 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELZN~IUENT X DAZL¥ 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. INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA BUREAU OF ZND'rVIDUAL TAXES DEPARTMENT OF REVENUE _ ,,,.,~r.;F, ,F'I~P~ ~NOTICE OF INHERITANCE TAX ~_CU~,J-J, ~~SEHENT. ALLONANCE OR DISALLOH~NCE ~'~-,~ · ~~CTIONS~ AND ASSESSHENT OF TAX ON ~~ ~'~-~ ~ JOINTLY HELD OR TRUST ASSETS 29q SMITH R ' ~ SHIPPENSBURG PA 17257 FILE NUHBER COUNTY SSN/DC ACN DATE 0~-12-200~ ESTATE OF MCCORKLE HELEN DATE OF DEATH 11-0~-2003 z.,,,'_ CUHBERLAND 265-11-85~7 0~10~167 Amount: Remi'l:~ed HAKE CHECK PAYABLE AND RENIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE REV-1548 EX AFP (01-03) RETAIN LOWER PORTION FOR YOUR RECORDS NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 0~-12-200~ ESTATE OF HCCORKLE HELEN L DATE OF DEATH 11-0~-Z005 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 265-11-8~q7 ACN 0fi105167 TAX RETURN WAS: eX) ACCEPTED AS FILED ¢ ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 70500209~ TYPE OF ACCOUNT: ¢~ SAVINGS ( ) CHECKING C ) TRUST ¢ ) TIME CERTIFICATE DATE ESTABLISHED 08-$1-2000 Accoun~ Balance .00 Percen~ Taxable X 0.166 Amoun~ Sub~ec~ to Tax .00 Debts and Deductions - .00 Taxable Amoun~ .00 Tax Ra~e X .~5 Tax Due .00 NOTE: TAX CREDZTS: PAYMENT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) AMOUNT PAID 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." TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE., SEE REVERSE FOR CALCULAT'rON OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS. .00 .00 .00 .00 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF TNDZVZDUAL ~L. _L: ~./~ ~ ~" NOTICE OF ZNHERTTANCE TAX INHERITANCE TAX DIVISION r~-**~*~**:*.-.:~ :'-':5 'd,.". &~PRAZSEHENT, ALLORANCE OR DISALLORANCE PO BOX Z80601 ~* "?' :~: ~"Ot~ DEDUCTIONS, AND ASSESSHENT OF TAX ON HARRISBURG PA 171ZB-0601 JOINTLY HELD OR TRUST ASSETS DUANE A l~ll~Rl{t E ~,:L ...., ..... 29q SMITH RD SHIPPENSBURG PA 17Z57 DATE 01-05-2005 ESTATE OF MCCORKLE HELEN DATE OF DEATH 11-0q-2005 FILE NUMBER ~1-0 COUNTY CUHBER LAND SSN/DC 26~- 11-8~7 ACN 0q105168 Amount Remi*~ed HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF gILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'* RETAIN LO#ER PORTION FOR YOUR RECORDS ~ REV-15~8 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOgANCE OR DZSALLOgANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-05-Z005 ESTATE OF HCCORKLE HELEN L DATE OF DEATH 11-0q-2005 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 265-11-85q7 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED ACN 0q105168 JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTONN BANK ACCOUNT NO. 70500209q TYPE OF ACCOUNT: C~ SAVINGS C ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-$1-2000 Account Balance 1,726.57 Percent Taxable X 0.166 Amount Subject to Tax 287.77 Debts and Deductions - .00 Taxable Amount 287.77 Tax Ra~e ~ .00 Tax Due .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTZON OF THIS NOTICE ~ITH YOUR TAX PAYMENT TO THE REGISTER OF MILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. a ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .0O .00 .00 .00 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 HARMS WILLIAM A 691 LOSH ROAD SHERMANSDALE, PA 17090 RE: Estate of HARMS H.P. M.D. File Number: 2003-00412 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, .~~~~j1 "../7 Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~15 Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 GILROY HUBERT XAVIER 4 NORTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of HARMS H.P. M.D. File Number: 2003-00412 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) V}