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Home My WebLink About04-0117BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG,, PA 171Z8-0601 LORETTA $95 SHEELLY LN MECHANICSBURG HORNBERGER PA 17055 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT. ALLOHANCE OR DZSALLOHAHCE OF DEDUCTZONS, AND ASSESSHENT OF TAX ON JOZNTL¥ HELD OR TRUST ASSETS RE¥-1548 EX AFP (01-03) COUNTY ssN/Dc ACN DATE 02-09-2004 ESTATE OF KRAMER BEATRICE DATE OF DEATH 01-10-~005 FILE NUMBER ~,.~/-~'~'g-//~ CUMBERLAND 184-20-5465 0:5108071 Amoun'l: Rem/'l:~:ed HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-09-2004 ESTATE OF KRAMER BEATRICE DATE OF DEATH 01-10-200:5 COUNTY CUHBERLAND FILE NO. S.S/D.C. NO. 184-20-5465 TAX RETURN WAS: eX) ACCEPTED AS FILED ( ) CHANGED ACN 0:5108071 JOINT OR TRUST ASSET ZNFORHATZON FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 1800004866 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-05-1997 Account Balance Percent Taxable X 0.500 Amount Subject to Tax 787.76 Debts and Deductions - .00 Taxable Amount 787.76 Tax Rate X .15 Tax Due 118.16 TAX CREDTTS: 1,575.51 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. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH OZ-17-Z004 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT I I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PA/D AFTER THIS DATE., SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' ( CR}, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTTONS. ) .00 118.16 1.95 1Z0.11 PURPOSE OF NOTICE~ To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (TI P.S. Section 9140). PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ZSTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit with your payment to the Register of NiZls printed on the reverse side. -- Hake check or money order payable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may bm 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 Hills, any of the 23 Revenue District Offices or by ceiling tho special Z4-hour answering service for fores ordering: 1-800-SSI-Z050) services for taxpayers with special hearing and or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied sith the appraisement) allowance, or disallowance of deductions or assessment of tax (incIuding 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. Z810Z1, Harrisburg, PA 17IlS-lOll, OR --electing to have the matter determined at the audit of the account cf 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 [ndividual Taxes, ATTN= Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page S 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 (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is alloaed. The 1SI 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 wouId 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, 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 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 2003 ars: Interest Daily Interest Dally Interest Dally Year Rate Factor Year Rate Factor Year Rate Factor 198Z lOX .000548 1987 9Z .000247 1999 7Z .00019Z 1983 162 .000438 1988-1991 llZ .000301 ZOO0 82 .O00Z19 1984 112 .000301 1992 92 .000Z47 2001 92 .000247 1985 132 .000356 1993-1994 72 .00019Z 200Z 62 .000164 1986 lOZ .000274 1995-1998 9Z .000247 2003 5Z .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELZNQUENT X DAZLY ZNTEREST 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 sade after the interest computation date shown on the Notice, additional interest aust be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171Z8-060! LORETTA HORNBERGER $93 SHEELLY LN NECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JO/NTL¥ HELD OR TRUST ASSETS DATE 02-09-200q ESTATE OF KRAMER DATE OF DEATH 01-10-~003 FILE NUMBER e,,~/-~'~-// COUNTY CUMBERLAND SSN/Dc 18q-20-5~65 ACN 03108071 Amoun'l: Remi'l:'~ed BEATRICE HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-09-200~ ESTATE OF KRAMER BEATRICE DATE OF DEATH 01-10-2003 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 18R-ZO-5~65 ACN 03108071 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 180000q866 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-05-1997 Account Balance 1,575.51 Percent Taxable X 0.500 Amount Subject to Tax 787.76 Debts and Deductions - .00 Taxable Amount 787.76 Tax Rate X .15 Tax Due 118.16 TAX CREDITS: 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 (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 0Z-17-200~ TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDZT"(CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTTONS. .00 118.16 1.95 120.11 COMMONWEALTH OF PENNSYLVANIA DEPAR'[MENT 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 003754 HORNBERGER LORETTA 393 SHEELY LANE MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 184-20-5465 FILE NUMBER: 2104-0117 DECEDENT NAME: KRAMER BEATRICE DATE OF PAYMENT: 04/02/2004 POSTMARK DATE: 03/1 3/2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03108071 $120.11 REMARKS: .... SEAL CHECK# 9477 TOTAL AMOUNT PAID' $120.11 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES ZNHERTTANCE TAX DTVZSTON DEPT. Z80601 HARR/SBUR;, PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS 393 SHEELLY HECHANICSBURG PA 17055 RE¥-1~48 EX AFP (Ol-gS) DATE 02-09-2004 ESTATE OF KRAHER DATE OF DEATH 01-10-2005 FILE NUHBER COUNTY CUHBERLAND SSN/DC 184-20-5465 ACN 0510807! BEATRICE HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF gILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS t,,,lll,,,i,,,ti,,hlt,,hll,,,,ll,,ll,,,,,,lili,,,,,,ll, BUREAU OF TNDZVTDUAL TAXES ZNHERI*TANCE TAX DIVISTON DEPT. 280601 HARRISBURG, PA 1712:8-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-I&U7 EX AFP (01-05) *04 LORETTA HORNBER6ER $95 SHEELLY LN HECHANICSBURG PA 1705.5 DATE 05-10-200R ESTATE OF KRAHER DATE OF DEATH 01-10-2005 FILE NUHBER 21 0~-0117 ~OUNTY CUHBERLAND ACN 05108071 I Amoun~ Reei~ed BEATRICE HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper cred/~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment. CUT ALONG THIS LINE ~ RETA'rN LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ 'rNHERZTANCE TAX STATEHENT OF ACCOUNT ~- ESTATE OF KRAHER BEATRICE FILE NO. 21 0~-0117 ACN 05108071 DATE 05-10-200~ THIS STATENENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHO#N BELON ZSA SUNNARY OF THE PRZNC'rpAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND., ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 02-09-200~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 118.16 PAYNENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 03-15-200~ CD00575~ 1.95- 120.11 TOTAL TAX CREDIT 118.16 BALANCE OF TAX DUE .00 INTEREST AND PEN. .$$ TOTAL DUE .$$ ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN 91, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payabIe to the name and address printed an the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMHONNEALTH OF PENNSYLVANTA. REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ara available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's Iq-hour answering service for fores ordering: 1-800-562-2050; services for taxpayers eith special hearing and / or speaking needs: 1-800-qqT-30ZO (TT only). REPLY TO: guastions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-060I, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decadant's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the rolm1 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 (II day from the date of death, to the date of payment. Taxes which became deIinquant before January 1, 198Z bear interest at the rata of six (6Z) percent par annum calculated at a daily rate of .O0016q. Al1 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 198Z through ZOOq ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor leBg gOZ .O00Sq8 1988-1991 llZ .OD0501 ZOO1 9Z .OOOgq7 1983 16Z .000458 1992 9Z .000247 ZOOZ 6Z .00016q 1984 llZ .000501 1993-1994 7Z .00019Z ZOO3 5Z .000137 1985 13Z .000356 1995-1998 9Z .000Z47 ZOO4 4Z .000110 1986 IOZ .000Z74 1999 7Z .00019Z 1987 9X .000247 ZOOO 8Z .000Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after tho tax becomes delinquent alii reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Zf payment is made after the interest computation date shown on tho Notice, additional interest must be calculated.