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Home My WebLink About04-0215 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVtDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003632 ANDERSON CHARLOTTE M 110 PIPELINE ROAD NEWVILLE, PA 17241 ........ fold ESTATE INFORMATION: SSN: 185~01-7488 FILE NUMBER: 2104-021 5 DECEDENT NAME: ADAMS KENNETH J DATE OF PAYMENT: 03/03/2004 POSTMARK DATE: 03/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/24/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04106287 $26.05 REMARKS: SEAL TOTAL AMOUNT PAID: $26.05 CHARLOTTE M ANDERSON PAID IN CASH INITIALS' SK RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CONNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712&-0601 REV-I~i3 EX AFP (09-OD) ZNFORMATZON NOTICE AND TAXPAYER RESPONSE FZLE NO. 2t ACN 0q106287 DATE OZ-Zq-ZO0~ '04 CHARLOTTE M ANDERSON 110 PIPELINE RD NEWVILLE PA 172~1 TYPE OF ACCOUNT OF KENNETH J ADAMS [] SAVTNGS NO. 185-01-7~88 O~ [] CHECKING DATE OF DEATH · --Ll=.fll~299~ I/-~Vo~a~ [] TRUST :~gUNTY_.,~ CUMBERLAND [] CERT'rF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 FARMERS NATL BANK has provided the Deportment with the information listed below which has been used in calculoting tho potential tax due. Their records indicate that at the death of the above decedent, you mare a joint caner/beneficiary of this account. 1; you ~ael this information is incorrect, please obtain ~rittan correction from the financial institution, attach a copy to this {ore and return it to the above address. This account is taxable in accordance ~ith the Inheritance Tax Laos of tho Commonwealth of Pennsylvania. Ouastions may be ansaered by calling (717) 787-8~27. COMPLETE PART I BELOW x # # SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Accoun~ No. 20615q6 Date 11-19-2001 Established Accoun~ Balance 1,157.90 Percen~ Taxable X 50.000 Amoun~ Sub~ac~ ~o Tax 578.95 Tax Ra~e X . Oq5 Po~an~ial Tax Due 26.05 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Hills, Agent". NOTE: If tax payments are made within three (3) months of the dacadant's date of death, you may deduct a 5Z discount of tho tax due. Any inheritance tax due ~ill become delinquent nine (93 months after the date of death. PART TAXPAYER RESPONSE A. ~ The above information and tax due is correct. 1. You amy choose to remit payment to the Register of Hills aith too copies of this notice to obtain a discount or avoid interest, or you cay check box "A" and return this notice to the Register of CHECK ~ Nills and an official assessment will be issued by the PA Department of Revenue. ONE BLOCK B. [] The above asset has been or ail1 be reported and tax paid eith the Pennsylvania Inheritance Tax return ONLY to ba filed by the decadant's representative. C. O Tha above information is incorrect and/or debts and deductions Nero paid by you. You must complete PART ~ and/or PART ~ balo~. PART If you indicate a differen~ ~ax ra~a, please s~a~e your relationship ~o decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established 1 2. Accoun~ Balance 2 3. Percan~ Taxable 3 ~ q. Aeoun~ Subject ~o Tax q ~. Debts and Deduo~ions ~ - 6. Aeoun~ Taxable 6 7. Tax Ra~e 7 ~ 8. Tax'Due 8 PART DATE PAID ~-7 ~. ?~- DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under penalties of perjury, I declare ~ha~ ~ha fac~s I have reported above ara ~rue, corrac~ and ,~TL/.,~'E. *o *h. b.s* of my knowl.dg, and belief. HOME ('TIT)~'?~o--~ ~/j/ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DZVTSTON DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF XNHERXTANCE TAX APPRAISEMENT. ALLONANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS '04 SEP ]5 A8:23 CHARLOTTE M ANDERSON 110 PIPELINE RD NEWVILLE ~7Zql REV-Z~q8 EX &FP DATE 09-1q-200q ESTATE OF ADAMS KENNETH DATE OF DEATH 11-2q-2003 FILE NUMBER 21 0q-0215 COUNTY CUMBERLAND SSN/DC 185-01-7q88 ACM 0q106287 Amoun~ Remi~ed MAKE CMECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS *~ ~-:iB~-~-f~--~--[Si~-5~]- ................................................................................... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON dOXNTLY HELD OR TRUST ASSETS DATE 09-1q-200q ESTATE OF ADAMS KENNETH J DATE OF DEATH Il-Iq-ZOO3 COUNTY CUMBERLAND FILE NO. Z10q-OZ15 S.S/D.C. NO. 185-01-7q88 ACN 0q106287 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOXNT OR TRUST ASSET XNFORMATZON FINANCIAL INSTITUTION: FARMERS NATL BANK ACCOUNT NO. Z0615q6 TYPE OF ACCOUNT: ¢ ) SAVINGS ¢ ~ CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-19-2001 Accoun~ Balance Percent Taxable ~ 0.500 Amount Subject to Tax 578.95 Debts and Deductions - .00 Taxable Amount 578.95 Tax Ra~e ~ .q5 Tax Due 26.05 TAX CRED'rTS: 1,157.90 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 C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 03-03-200q CD003632 .00 26.05 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 26.05 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 .00 .00 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 21¢0 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (7Z P.S. Section 91403. Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLS, AGENT. 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-1515). Applications are available at the Office of the Register of Mills, any of the Z5 Revenue Oistrict Offices or by calling the special Z4-hour answering service for fores ordering: 1-800-56Z-Z050~ services for taxpayers with special hearing and or speaking needs: 1-800-447-50Z0 (TT only). Any party in interest not satisfied with the appraisement, alloeence) 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. ZalOZ1) Harrisburg) PA 1712B-lOZ1, OR --electing to havetha matter determined at the audit cf the account of 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 Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-650S. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (RE¥-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (5) 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 toter 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 tiaa period as you would 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, 1982 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, 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 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor X98~ ZOX .000548 198--8-1991 llZ .O0050l ZOO'"-~ 9Z .000Z47 1985 16Z .000458 199Z 9Z .000Z47 ZOOZ 6Z .O00ZX9 1984 IXZ .000501 1993-1994 7Z .00019Z 2005 5Z .000137 1985 15Z .000556 1995-1998 9Z .000247 2004 4Z .000110 1986 IOZ .000274 1999 7Z .O0019Z 1987 9g .000247 ZOO0 8Z .O00gZg --Xnterast is caXculated as follows: /NTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELXNI~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.