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Home My WebLink About04-0226COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 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 0O3643 PANFIL MARY ANN 103 FETROW LANE NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 133-10-6542 FILE NUMBER: 2104-0226 DECEDENT NAME: PANFIL STANLEY J DATE OF PAYMENT: 03/05/2004 POSTMARK DATE: 02/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/06/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 103132380 $416.88 REMARKS: ....... SEAL ! MARY ANN PANFIL CHECK# 2083 TOTAL AMOUNT PAID: $416.88 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17125-0601 RECEIVED FROM: PANFIL MARY ANN 103 FETROW LANE NEW CUMBERLAND, PA PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT 17070 NO. REV-1162 EX(11-96) CD 003644 ........ fold ESTATE INFORMATION: SSN: 133-10-6542 FILE NUMBER: 2104-0226 DECEDENT NAME: PANFIL STANLEY J DATE OF PAYMENT: 03/05/2004 POSTMARK DATE: 02/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/06/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03132379 9.88 ~R. EMARKS: SEAL MARY ANN PANFIL CHECK#2082 TOTAL AMOUNT PAID: $.88 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Attention: TIC 340 ; Y~? ?O PA DEPARTMENT OF RE~i~I~R -5 P l :39 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OlVI~_ DEPT. 280601 ,", HARRISBURG PA 17121~i~'~ h.llh.h,,Ih,hlhd,lh,,,Ih,lh,--Ihhdl TAXPAYER RESPONSE COHHONHEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF 1NDIV/DUAL TAXES DEPT. 280~1 H~RRZSBURG, PA 17128-D601 MARY A PANFIL 105 FETRON AVE NEN CUMBERLAND PA 17070-$015 FILE NO. 21-,~'~ ACN 03152580 DATE 09-15-2003 EST. OF STANLEY J PANFIL ~ N0.__ 133-10-65~206_06_Z003 COUNTY CUNBERLAND REHIT PAYHENT AND FORHS TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT [] SAVINGS [] CHECKING [] TRUST [] CERT'rF. PSECU has provided the Department with the information listed below ahich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717} 787-8527. CONPLETE PART I BELON ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYNENT INSTRUCTIONS Account No. 01331065q2-1 Date 07-12-2000 Established Account Balance 18,53q. 30 Percent Taxable X 5 0.0 0 0 Amount SubSact to Tax 9,267.15 Tax Rata X . OR5 Potential Tax Due q17. OZ To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments are made within three (3) months of the dmcedent's date of death, you may deduct a 52 discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE CHECK ONE BLOCK ONLY A. ~ The above information and tax due is correct. i i 1. You may choose to remit payment to the Register of Hills with two copies of this notice to obtain a discount or avoid interest, or you amy check box "A" and return this notice to the Register of Hills and an official assessment will be issued by the PA Department of Revenue. B. N Thm above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. ~The above information is incorrect and/or debts and deductions C. paid by you. ' ' You must complete PART III and/or PART 131below. PART Tf you indicate a different tax re~., please state your relationship to decadent: TAX RETURN - CONPUTATION OF TAX ON JOINT/TRUST ACCOUNTS Account Balance Percent Taxable Amount Subject to Tax Debts end Deductions Amount Taxable Tax Rate Tax Due PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line S of Tax Computation) Under penalties of perjury, I declare that the facts 'r have reported above are true, correct and complete to the bast of ay kno. ledga and belief. HONE ( ")! ~ ) ~3 ~ ~, ~ TA TELEPHONE NUHSER DATE CONNONREALTH OF PENNSYLVANIA DEPARTRENT OF REVENUE BUREAU OF INDIV/DUAL TAXES DEPT. 180601 HARRISBURG, PA 17118-0601 REV-1645 EX ~IFP C09-0O) ZNFORHATZON NOTICE AND TAXPAYER RESPONSE ACH 05152579 DATE 09-15-Z005 MARY A PANFIL 105 FETRON AVE NEN CUMBERLAND PA 17070-$013 TYPE OF ACCOUNf EST. ~,~L~EY:'*~( PANFTL SAVINGS S.S N~? 13~-10-6541 [] CHECKING DATE OF DEATH 06-06-2003 [] TRUST COUNT~4 ~I~#U-~ E ~L~ .~-. ~; E~cERTI, · REHIT PAYHENT AND FORHS TO: REGISTER OF H~LLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701~ PSECU has provided the Department aith the information listed below ahich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you mere a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain Nrittan correction from the financial institution, attach a copy to this fora and return it to the above address. This account is taxable in accordance with the inheritance Tax Lams of the Coaaonaealth of Pennsylvania. Questions amy be answered by calling (717) 757-8317. COMPLETE PART 1 BELON ~ ~ # SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0133106542-0 Date 07-12-2000 Established Account Balance 1,461 . Percent Taxable X 50.0 0 0 Amount Subject to Tax 730 Tax Rate X .045 Potential Tax Due 32.88 To insure proper credit to your account, tho (Z) copies of this notice must.accompany your payment to the ReRister of Wills. Hake check payable to: "ReRister of Hills, Agent~. NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5Z discount of the tax due. Any inheritance tax due Mill become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. [] The above information and tax due is correct. 1. You may choose to remit payment to the ReRister of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A~ and return this notice to the Register of CHECK --I Rills and an official assessment will be issued by the PA Department of Revenue. ONE BLOCK a. [] The above asset has been or will be reported and tax paid aith the Pennsylvania Inheritance Tax return ONLY to be filed by the decadant's representative. C. ~The above information is incorrect and/or debts and deductions were paid by you. You must complete PART [] and/or PART [] beloe. PART If you indicate a different tax rata, please state your relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ' o'2. / 3. - LiNE 1. Date Estab~ishee i 2. Account Balance 2 $. Percent Taxable $ ~ q. Amount Sub,met to Tax q ~. Debts and Deductions $ - 6. Amount Taxable 6 7. Tax Rate 7 ~ 8. Tax Duo 8 PART AMOUNT PAID DATE PAID PAYEE DESCRIPTION D ~.~o.o~ ~p/~/~ ~/c/~ [ ~0/~ ~ ~ ~/c~ ,~ ~7~A~ ~ TOTAL (Enter on Line 5 of Tax Computation) bder pena{{ies of per~ury~ ] dae{are tha~ the f~$ { have reported ~ove are ~rue, ~orre~ and co.l.~. ~o ~ .st ~owledg,..~-nd b-li-f ·... *~ HOME (T/T) AFAVE.'S GNATUEE TELEP,O.E .U..E. OATE BUREAU OF ZNDTVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENTj ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS MARY A PANFIL 103 FETROW AVE NEW CUMBERLAND PA 17070-3013 DATE 08-09-2004 ESTATE OF PANFIL DATE OF DEATH 06-06-2003 FILE NUMBER 21 04-0226 COUNTY CUMBERLAND SSN/DC 133-10-6542 ACN 03~32380 Amoun'~ Remi'~ced REV-I~I~8 EX AFP C01-033 STANLEY J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS ~ ~-:~-~-~--~'6~' ................................................................................... NOTICE OF INHERITANCE TAX APPRAZSEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-09-2004 ESTATE OF PANFIL STANLEY J DATE OF DEATH 06-06-2003 COUNTY CUMBERLAND FILE NO. 21 04-0226 S.S/D.C. NO. 133-10-6542 ACN 03132380 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED FINANCIAL INSTITUTION: PSECU TYPE OF ACCOUNT: (~ SAVINGS DATE ESTABLISHED 07-12-2000 JOINT OR TRUST ASSET INFORMATION ACCOUNT NO. 0133106542-1 ) CHECKING ( ) TRUST ( ) TINE CERTIFICATE Accoun~ Balance Percen~ Taxable X 0.500 Amoun~ Sub~ec~ ~o Tax 9,267.15 Debts and Deductions - 3.00 Taxable Amoun~ 9,264.15 Tax Ra~e X .45 Tax Due 416.88 TAX CREDTTS: 18,534.30 NOTE: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID ¢-) 02-21-2004 CD003643 .00 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH~Y~.UR TAX PAYHENT TO THE "E6I~ 0FOCI LLS.~ THE ABOV~ ~DDRE~S. ~.~ CHECK OR Ifl~.~NEy OR]J~[R PAWA~E TO: ffRE~STER O~WILLS~ ::~AGENT." AHOUNT P~:ZD ~ 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 ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 416.88 .00 .00 .00 PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act 13 of 2000. (71 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side. -- Hake check or money order payable to: REGISTER DF 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" (RE¥-1313). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or by calling the special Z~-hour answering service for forms ordering: 1-800-361-ZOS0~ services for taxpayers with special hearing and or speaking needs: 1-800-~7-3010 (TT only). Any party in interest not satisfied eith the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as sheen on this Notice may object ~ithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZ1, Harrisburg, PA 17128-1011, 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 be addressed in writing to: PA Department of Revenue, Bureau of /ndividual Taxes, ATTN: Post Assessment Revise Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea 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, e five percent (51) discount of the tax paid is allowed. 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 would 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 date of payment. Taxes #hich became delinquent before January 1, 1982 bear interest at the rate of six (61) percent per annum calculated at a daily rate oF .00016~. Ali taxes which became deIinquant on or after January 1, 1981 wiI! bear interest at a rate which ~ilI vary from calendar year to calendar year Nith that rate announced by the PA Deportment of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 2OZ .0005~8 198'~8-1991 1IX .O00~Ol 200'~'~ 9Z .O00Zq7 1983 16Z .000~38 1991 91 .O00Zq7 ZOOZ 61 .000119 198q 112 .000301 1993-199~ 7Z .OOO19Z ZOO3 52 .000137 1985 132 .000356 1995-1998 9Z .0002~7 ZOO~ ~Z .000110 1986 lOX .O00Z7q 1999 72 .000192 1987 9Z .OOOZq7 ZOO0 81 .000119 --Interest is calculated as falloas: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DEL/NI~UENT X DALLY 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 sho~n on the Notice, additional interest must be calculated. BUREAU OF TNDTVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG, PA 17128-0601 NARY A PANFIL 105 FETROW AVE NEW CUHBERLAND CONNONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT/CE OF ZNflERI'TANCE TAX APPRATSEHENT. ALLONANCE OR DISALLO#ANCE OF DEDUCTION.~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-09-Z00q ESTATE OF PANFIL DATE OF DEATH 06-06-2005 FILE NUHBER 21 Oq-OZ26 COUNTY CUHBER LAND SSN/DC 133-10 - 65q2 ACN 05152379 Amoun~ Rem1 ~:4:ed PA 17070-3013 REV-i~i8 EX AFP C01-03) STANLEY J HAKE CHECK PAYABLE AND REHIT PAYMENT 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 APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-09-Z00q ESTATE OF PANFIL STANLEY J DATE OF DEATH 06-06-2003 COUNTY CUHBERLAND FILE NO. 21 0~-0226 S.S/D.C. NO. 133-10-65R2 ACN 03132379 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORHATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 01331065~2-0 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TINE CERTIFICATE DATE ESTABLISHED 07-12-2000 Account Balance Percent Taxable X 0.500 Amount Subject to Tax 730.63 Debts and Deductions - 711.12 Taxable Amount 19.51 Tax Rate X .~5 Tax Due .88 TAX CREDTTS: 1,q61.25 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOT[CE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MI[~J~ ORDE~ PAYA~ TO: "REG_:~R OI::~ILL~J~OEHT" PAYMENT RECEIPT DISCOUNT (+) AMOUNT PA~D DATE NUMBER INTEREST/PEN PAID (-) O2-21-ZOOq CDOO36qq .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL ~NTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT IS REqU/RED. ~F TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR INSTRUCTIONS. .88 .00 .00 .00 PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). PAYHENT: REFUND (CR): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice end submit with your payment to the Register of Hills prlntad 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 tho tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ere available at the Office of the Ragistar of Hills, any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service for forms ordaring: 1-800-$6Z-ZOSO; services for taxpayers with special hearing and or speaking needs: 1-600-447-5020 (TT only). Any party in interest not satisfied with the appraisament, allowance, ar disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Beard of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-1021, OR --elacting to have the matter determined at the audit of the account of the personal representative, OR --appeal to fha 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 Raviae Un[t, DEPT. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of tho 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 (3) calendar months after the decedent's death, a five percent (SZ) discount af fha 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 18, 1996, the first day after the end of fha tax amnesty period. This non-participation penalty is appealable in tha same manner and in the the same lima 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 Dna (1) day free the date of death, to the date of payment. Taxes ahich became dalinquent before January 1, 198Z bear interest at fha rate of six (SI) percent par annum calculatad at a daily rate of ,000164. AIl taxes which became delinquent on er after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rata 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 198Z ZOZ .000548 198--8-1991 11Z .000301 ZO0----~ 9Z .OOOZ47 1983 16X .000438 1992 9Z .000247 2OOZ 6Z .000Z19 1984 11Z .000301 1993-1994 7Z .00019Z ZOO3 52 .000137 1985 13Z .000356 1995-1998 9Z .000Z47 ZOO4 4Z .000110 1986 IOZ .000Z74 1999 7Z .000192 19B7 9Z .000247 ZOO0 BZ .000Z19 --Intarest is calculated as follows: INTEREST = BALANCE OF TAX UNPAI'D X NUNBER OF DAYS DELZNI;~UENT X DATLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an intarest 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.