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Home My WebLink About04-0449BUREAU OF INDIVIDUAL TAXES TNHER/TANCE TAX D/V/STON DEPT. 280601 HARRTSBURG, PA 1712&-0601 SHERMAN SPARKS 17 NOTTINGHAM DR HECHANICSBURG COHNONHEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOXNTL¥ HELD OR TRUST ASSETS PA FILE NUMBER COUNTY SSN/DC ACN DATE 05-10-ZOOq ESTATE OF SPARKS DATE OF DEATH OZ-ZZ-Z00$ CUMBERLAND 216-50-0255 05121551 Amoun~ Remi~md REV-1548 EX AFP ¢01-0S) HELEN MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THXS LINE ~ RETAIN LOHER PORTION FOR YOUR RECORDS ~ REV-15q8 EX AFP (01-03) NOTICE OF XNHERXTANCE TAX APPRAXSEMENT, ALLOHANCE OR DXSALLO#ANCE OF DEDUCTXONS, AND ASSESSMENT OF TAX ON dOXNTLY HELD OR TRUST ASSETS DATE 05-10-200q ESTATE OF SPARKS HELEN DATE OF DEATH OZ-ZZ-ZO0$ COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 216-50-0255 ACN 05121551 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: HAYPOINT BANK ACCOUNT NO. $200006771 TYPE OF ACCOUNT: ¢ ) SAVINGS C ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 02-16-1999 Account Balance 55,1q~.98 Percent Taxable X 0.166 Amount Subject to Tax 9,190.85 Debts and Deductions - .00 Taxable Amount 9,190.85 Tax Ra~e ~ .00 Tax Due .00 TAX CREDITS: 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." PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE TF PATD AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORM FOR INSTRUCTIONS. .00 .00 .00 .00 PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TZ P.S. Sectlon 9140). PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice end submit with your payeant to the Register of Nills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF NILLS, AGENT. A refund of a tax credit, which ams not requested on the tax returnt may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of NilZs, any of tha Z3 Revenue District Offices or by calling the special Z4-hour answaring sarvica for fores ordering: 1-800-36Z-ZOSO; servicas for taxpayers with spacial hearing and or speaking needs: 1-800-~47-30Z0 (TT only). Any party in interest not satisfiad with the appraisement, allowanca, 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 Daparteant of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17128-1021, OR --electing to have the ;attar determined at tha audit of the account of tha personal represantativa, OR --appeal to the Orphans' Court FactuaI errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. ZB06Ol, Harrisburg, PA ITIZB-0601 Phone (717) 787-6505. Saa page 5 of tha booktet "Instructions for Inheritanca Tax Return for a Resident Decedent" (REV-150I) for an explanation of administratively correctable errors. If any tax dua is paid within three (3) calendar months after the decedent's death, a five percent discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of tha tax and interest assessed, and not paid before January Ia, I996, the first day after the end of the tax amnesty period. This non-participation penalty is appeal;bio in the same manner and in the the same time pariod as you would appeal the tax and interest that has been assessed as indic;tad on this notica. Interest is charged beginning with first day of dalinquancy, 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 rata of six (6Z) percent per annum calculated at a daily rate of .000164. Ail taxes ~hich became delinquant on or after January i, 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 ZOO4 are: Interest Deity Interest Daily Interest Daily Year Rate Factor Year Rata Factor Year Rate Factor 198~ ZOZ .000548 198'~8-1991 IZZ .000301 200"~ 9Z .OOOZ47 1983 16Z .000438 199Z 9Z .000247 ZOOZ 6Z .000Z19 1984 llZ .00030l 1993-1994 7Z .000192 2003 5Z .000137 1985 132 .000356 1995-1998 9Z .000247 2004 42 .000110 1986 IOZ .O00Z7q 1999 7Z .O00Zgz 1987 9Z .000Z47 ZOO0 ex .000219 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made altar tha interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZNDZVTDUAL TAXES TNHERTTANCE TAX DTYTSTOH DEPT. 280601 HARRTSBURG, PA 17128-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT~ ALLO#ANCE OR DZSALLOXANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ADELE BIRX Z08 TEXACO RD !~ =, MECHANICSBURG ~I/~:17050 RE¥-15118 EX 4FP (01-0S) DATE 05-10-200~ ESTATE OF SPARKS HELEN DATE OF DEATH OZ-ZZ-ZO03 FILE NUMBER COUNTY CUMBERLAND SSN/DC 216-50-0253 ACN 03121332 Amoun~ Remi~ed I MAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS *'~ REV-15¢i8 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-10-Z00~ ESTATE OF SPARKS HELEN DATE OF DEATH 02-22-2003 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 216-50-0253 ACN TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED 03121332 JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 3200006771 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 02-16-1999 Accoun~ Balance Percent Taxable Amount Sub~ec~ ~o Tax Debts and Deductions TaxabIe Amoun~ Tax Ra~e Tax Due TAX CREDZTS: 55,1~3.98 NOTE: X 0.166 9,190.85 - .00 9,190.85 x .I5 1,378.63 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT 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." PAYHENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 05-18-200~ AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( ZF TOTAL DUE TS LESS THAN $1, NO PAYNENT ZS RE{)UTRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 1,378.63 28.~5 1,~07.08 PURPOSE OF NOTICE: PAYMENT: REFUND (CA): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TI P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side. -- Make check or money order payable to: REGISTER OF gILLS, AGENT. A refund of a tax credit, which mas not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office cf the Register of Hills, any of the Z3 Revenue District Offices or by calling the special g~-hour anseering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers aith special hearing and or speaking needs: 1-800-4qT-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions ar assessment of tax (including discount or interest) as sheen on this Notice may object ~ithin sixty (60) days of receipt of this Notice by: --~ritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZBiOZ1, Harrisburg, PA 171ZB-lOZ1, 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 ba addressed in ~rlting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revia~ Unit, DEPT. lB0601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decadent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid ~ithin three (3) calender months after the decedant's death, a five percent (5Z) discount of the tax paid is allo~ed. 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 per=od as you ~ould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning ~ith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the data of payment. Taxes ~hich became delinquent before January l, 1982 bear interest at the rate af six (6g) percent per annum calculated at a daily rate of .000164. All taxes ~hich became delinquent on or after January 1, 1982 ~ill bear interest at a rate ~hich #ill vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 19B'--'~ ZOZ .O00S~8 1988-1991 Z1Z .OOO3OX ZOOZ 9Z .OOOZq7 1983 162 .000438 1992 9Z .0002~7 ZOO2 62 .O00Z19 1984 112 .000301 1993-1994 7Z .O0019Z Z003 52 .000137 1985 I~Z .000356 1995-1998 9Z .O00Z~7 2004 42 .000110 1986 102 .O00Z7q 1999 72 .~O19Z 1987 92 .000247 ZOO0 8Z .000219 --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELZNg)UENT X DALLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on tho Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX D/VZSTON DEPT. 280601 HARRISBURG, PA 17128-0601 ADELE BIRX 208 TEXAq? .RD HECHANICS~ ~.~RG PA 17050 CONHONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ° Z~H~RZTANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS REV-i&O~ EX ~'FP (01-05) FILE NUMBER COUNTY SSN/DC ACN I DATE 05-24-Z00~ ESTATE OF SPARKS HELEN DATE OF DEATH OZ-ZZ-ZO03 CUMBERLAND 216-50-0253 03121332 Amoun~ Remi~ed I HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECORDS ~ REV-1604 EX AFP (01-03) ## ZNHERZTANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE 05-24-200~ ESTATE OF SPARKS HELEN DATE OF DEATH 02-22-2003 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 216-50-0253 ACN 03121332 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 3200006771 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 02-16-1999 Accoun~ Balance Percen~ Taxable X Amoun~ Subjec~ ~o Tax Debts and Deductions - Taxable Amoun~ Tax Ra~e X. Tax Due TAX CREDTTS: .00 NOTE: 0.166 .00 .00 .00 .R5 .00 TO XNSURE PROPER CREDXT TO YOUR ACCOUNT, SUBMXT THE UPPER PORTXON OF THXS NOTXCE HXTH YOUR TAX PAYMENT TO THE REGXSTER OF HXLLS AT THE ADDRESS SHOHN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: 'REGXSTER OF HXLLS, AGENT."' PAYMENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER TN/S DATE) SEE REVERSE FOR CALCULATION OF ADD/TZONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1) NO PAYMENT ZS REI~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR)) YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORH FOR INSTRUCTIONS.) .00 .00 .00 ,00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. REFUND (CR): 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-1313). Applications ara available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-BOO-36Z-ZO50~ services for taxpayers with special hearing and / or speaking needs: 1-BO0-~q7-3OZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individua! Taxes, ATTN: Post Assessment Review Unit, Dept. 28060l, Harrisburg, PA 17128-0601, Phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57.) discount of the tax paid is allowed. PENALTY: The 157. 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. INTEREST: Interest is charged beginning uith first day of delinquency or nine (9) months and Dna (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 (67.3 percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January l, 1982 mill bear interest et a rate which Nil1 vary from calendar year to calendar year mith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z lO2. .000548 1967 97. . O00Z~7 1999 77. . O00xgz 1983 162. .D00~38 1988-1991 117. ,OD0301 ZOO0 87. .000Z19 198q 117. . 000301 1992 97. . O00Zq7 ZOO1 97. . O00Zq7 1985 157. .000356 1993-1994 77. . O0019Z ZOOZ 67. .00016~ 1986 107. . O0027~ 1995-1998 97. . OOOZ~7 2003 57. .000137 --Interest is calculated es follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELIN{~UENT X DAILY 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. REV-1470 EX (6-88) ' ~NHI~RI:rANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME HELEN SPARKS FILE NUMBER 21/216-50-0253 REVIEWED BY SCOTT ELLISON ACN 03121332 ITEM SCHEDULE NO. EXPLANATION OF CHANGES THERE IS NO TAX DUE ON THIS ACCOUNT AS THE DECEDENT WAS A RESIDENT OF MARYLAND. ROW Paqe 1 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Edward W. Baker, Jr. Date of Death: May 10, 2006 Will No. 2006-00449 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. Yes ~ State whether administration of the estate is complete: No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes~ No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. II/"l//O~ ek etski, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Date: Capacity: Personal Representative \..I,d' ",' ".', ' · "";:'1118 VI I f I ,'...._~ ......J 11 lXn'(J" 'I c:: t\\\iHd~tlO o ,. J \,,). t\', . :10 WJ3l8 x Counsel for Personal Representative OS :2 Wd '2 AGN 900Z If'\ ~rV.L!n 03080838 ::l\J " ...vl::J.AJ cr)