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}