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HomeMy WebLinkAbout94-0435V ~-~ / / REV-1548 EX AFP (10-93) N07ICE OF INRERITANCE TAX cONNONIIEALTH OF PENNBYLVANIA APPRAISEMENS ALLOMANCE OR DISALLONANCE OEPBRTMENT OF REVENUE OF DEDUCTION, AND ASSESSMENT OF TAX ON euREAU of INDIVIDUAL TA~s JOINTLY MELD OR TRU37 ASSETS DEPT. 280601 NARRISBURS, PA lalze-osol DATE 08-08-94 ESTATE OF CARR WINIFRED M DATE OF DEATH 06-14-93 COUNTY CUMBERLAND FILE N0. o?~-qY-N35' S.S/D.C. N0. 188-12-3100 CARR C W 736 BELLE VISTA DR ENOLA PA 17025 ACN 94116602 REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AArount Rnnittnd CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 REV-1548 EX AFP (10-93) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-08-94 ESTATE OF CARR WINIFRED M DATE OF DEATH 06-14-93 COUNTY CUMBERLAND FILE N0. S.S/D.C. N0. 188-12-3100 ACN 94116602 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5140110474 TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE GATE ESTABLISHED 02-01-70 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 998.64 X 16.667 166.44 .00 166.44 X .15 24.97 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST C-) AMOUNT PAID INTEREST IS CHARGED FROM 03-15-94 TO 08-23-94 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 24.97 REVERSE SIDE OF THIS FORM. INTEREST ,7g TOTAL DUE 25.75 ^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT^ ( CRI, VOU MAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ] PURPOSE OF NOTICE: To fait 111 tM row lrewents of Soetion 2140 of tM Inheritance and Estate Tax Aet, Aet 22 of 1991. (72 P.S. Section 2140). PAYMENT: Detxh the top portion of this Notice antl subwit with your payaent to the Register of gills printetl on the rwerse side. -- Make chock or woney order payable to: REGISTER OF MILLS, AGENT. All paywnts rxelvetl shell first be applletl to any lnterost which way be tlua, with any reweintler applletl to the tax. REFUND (CR): A refuntl of a taz credit, which was not rewastetl on tM taz return, vay be requestetl by cowpleting an ^Application for Refuntl of Pannaylvania Inheritance antl Estate Tax^ (REV-1313]. Applications are available at the Office of the Register of g111a, any of the 23 Revenue Olatrlet Offlees or by calling tM special 24-hwr answering sarv ice nuwbers for foss artler log: In PennsYlvenla 1-800-362-2050, wtsitle PennsYlvm is antl within local Harrisburg area 017] 787-8094, TODa (717) 772-2252 (Nearing Lpalred Only). OBJECTIONS: MY party 1n interest not satisfied with the appralsewent, allowance or tlisallowanee of deductions ar assesseent of Sex (inelutllnp tllseount or interest) as sMwn on Shia Notice way object within sixty (60) tlays of receipt of this Notice by: --written protest to the PA Oepartwnt of Revenue, Boertl of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the wetter deterwlnetl at the autllt of She account of the personal rgprewntative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors diseoverotl on this aswsswent should be atltlreasetl In writing to: PA Oepartwnt of Revenue, Bureau of Indivitlual Taxes, ATTN: Post Aasasawent Revlar Unlt, DEPT. 280601, Harrisburg, PA 1]128-0601 PMne (7177 787-6505. See page 3 of the booklet ^Instruetions for Inheritance Tax Return for a Resitlent Oecedmt^ (REV-1501] for an explenatlon of atlwln iztratiuely corree table errors. DISCOUNT: If any Sex tlua is paitl within three (3) calentlar wonths of tar tM decedent's death, a Elva percent (5%) tliscount of the tax paitl is allowed. INTEREST: Interest is chergetl beglnn i:g with first tley of tlellnwency, or nine C9) months and one (7] day frow the date of tleeth, to the tlate of payaent. Taxes which becaw tlellnpwnt Mfore Jemmry 1, 1982 bear lnterost at tM rate a4 six (6%) percent per annuw ealculatetl at a tlaily rata of .000164. All texea which beeew delinwent on or after January 1, 1982 will bear interest at a rate which will vary free calentlar year Ya ealentlar year with that rote announcetl by the PA Oepartwant of Revenue. The eppltcabla Snteresi re tae for 1982 through 1994 are: D l t Fact I t l or Ysar Interest Rats Defl y Interest Factor Yeer a Interest Rata y n eres ygg2 20% .000548 1986 10% .000274 1983 16% .000438 1987 9% .000247 1984 11% .000301 1988-1993 11% .000301 1985 13% .000356 1992 9% .000247 1993-1994 7% .000192 --Intareat Ss ealculatetl as follows: INTEREST = BALANCE OF TA% UNPAID X NUMBER OF DAYS DELINQUENT % DAILY INTEREST FACTOR --Any Na ties Issuetl attar tM taz beeowes delinwent will reflect an interest calculation to 4lftoen (15] tlays beyontl the tla to of the assesswent. If payaent Is natle attar the iota rest cowputation tlaie sMwn on the Notice, atltlltional Interest wsi bo calculated. ~i/~ ~ REV-1607 EX AFP (1-91) ACN 94116603 COlRIWAIEALTH DF PENNSYLVAWIA tIEPARTMENT OF REVEfAE INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES STATEMENT OF ACCOUNT DATE 08-29-94 DEPT. 280601 XARRISBUR6, PA 17128-0601 ESTATE OF CARR WINIFRED M FILE N0. 21 94-0435 DATE OF DEATH 06-14-93 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE ADDRESS SHOYRI. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: WELKER MELISSA 736 BELLE VISTA DR ENOLA PA 17025 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount R~nitt~d CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES 1 REV-1607 EX AFP (1-91) 7[7[7E INHERITANCE TAX STATEMENT OF ACCOUNT 7t~t7E ESTATE OF CARR WINIFRED M FILE N0. 21 94-0435 ACN 94116603 DATE OB-29-94 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOMN BELOW IS A SUMMARY OF THE PRINCIPAL TA% DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-01-94 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 24.97 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAfD 05-07-94 886061 .26- 24.97 INTEREST IS CHARGED FROM 05-08-94 TO 09-13-94 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.7f BALANCE OF TAX DUE INTEREST ^ IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL WE IS LESS THAN •1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR7, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 7 24.71 .26 .O1 .27 PAYMENT: Dataeh the top portion of this Notlee antl suM 1t wiM your pnyaent code payable to the nave antl atldress prlntetl on tM rowrw s1tle. All payeente received shell first bg applletl to any interest which eay M tlw w1M any reenintler epPlietl to the tax. REFUXO (CRI: A rgfuntl of a tax cretllt, which was not re9uestetl on the Tex Return, wY ba regwstetl by ceepletinq an ^Applleatlon for Refuntl of Ponnsylvanla InMrltanee and Este to Tax^ (REV-1313). Appllwtlons are available at the 04f1ce a} the Reglatar of Nils, arty u4 kM 2~i G:+vw;ua Olsiriet Off icw, o: by calling tM spoe iel 24-hour answer i:q service nuebers for foss ortlerlnq: NEN IN PENNSYLVANIA 1-800-362-2050, outside Pennsylvania antl within the local Harrisburg arse (717) 787-8094. REPLY T0: questions regard i:g errors contalnetl on this notice should be addressed to: PA Oeparteent of Revenue, 8ureeu of Individual Taxes, ATTN: Post Assgsaaent Ravlew Un1t, DEPT. 280601, Harrisburg, PA 17128-0601, phone (717] 787-6505. DISCOUNT: If nny tax tlue is paid with In three (3) calendar aonths after the tleeedent'a death, a Elva percent (52) discount of tM tax paid Ss allowetl. INTEREST: Interest 1s charged beglnn l:q with first day of dal i:pueney, ar n1:w (9) eonths and om (1] day froa the date of tleaM, to SM date of paywnt. Texas which beCew de1lmWMt before Jarnury 1, 1982 beer lntereat at tM rata of six (62) percent per anrsu calculated at a tla11v rate of .000164. All taxes which bxaee M1lnquent on and after January 1, 1982 will Mar lntarast at a rate which will vary froa colander veer to calendar year with that rate enrwuwW by tM PA Oepnrteent of Revenue. The appllcebl• Snterest rn tes for 1982 through 1994 ere: Year Inters at Rnte Oa13y Intareat Fx for Year Interest Rnta Dally In kerest Factor 1982 202 .000548 1986 102 .000274 1983 162 .000438 1987 92 .000247 1986 312 .000301 1988-1991 112 .000301 1985 132 .000356 1992 92 .000247 1993-1994 72 .000192 --Interest 1s ealeul ntatl as follows: IN7ERE87 = BALANCE OF 7AX UNPAID % NUMBER OF DAYS DELINQUENS % DAZLY IN7ERES? FACTOR --Any No rice issued after the taz beeowa delinquent will reflect u: interest calculation to flf roan (15) days MyorM tM sate of tM as wssaent. If payeent is aada after iM Interest eoeputntlon date shown on SM Motlee, eddltlonal lntarast nu •t be calculated.