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Home My WebLink About04-0722COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF IND~VIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11-96) NO. CD 004229 WARREN SANDRA K 147 TOWER CIRCLE CARLISLE, PA 17013 I ESTATE INFORMATION: SSN: 202-20-3527 FILE NUMBER: 21 04- 0722 DECEDENT NAME: MARTIN EDWARD E DATE OF PAYMENT: 08/03/2004 POSTMARK DATE: 08/02~2004 COUNTY: CUMBERLAND DATE OF DEATH: 01/23/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04001358 $35.94 TOTAL AMOUNT PAID: $35.94 REMARKS: ' SEAL CHECK# 2785 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CONNONHEALTH OF PENNSYLVANIA ~PARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES SANDRA K NARREN 147 TONER CIRCLE CARLISLE PA 17015 ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE IFILE NO. 21 O~ ACN 04001358 DATE 07-22-2004 TYPE OF ACCOUNT R~( EST. O~::iJE~J~ARD E NARTTN [] SAVTNOS R~ s.s. N~{,Is z02-20-3517 [] CHECKTNO DATE OF DEATH 01-23-2004 [] TRUST '0~ A~GOU_N3TYp2.06CUNBERLAND [] CERTZF. REHIT PAYHENT AND FORHS TO: RESISTER OF NILLS ~ CUNBERLAND CO COURT HOUSE C~er ~L~CARLISLE, PA 17013 Otto ,:~ ~ PA CONPLETE PART 1 BELON ~ ~ # SEE REVERSE SZBE FOR FILING AND PAYNENT ZNSTRUCTZONS Account No. 1198483 Dm~e 03-25-1994 Established Account Balm~ce 1,597.32 Percent Tixmble X 50.000 Amount Subject to Tax 798.66 Tax Rate X .045 Potential TmxD~e 35.94 PART TAXPAYER RESPONSE ~ ONE ~ #]11s and an o,Eicial assessment .ill b. issued bythaPAD.partmentoER.v.nu.. You must eomplmtm PART [] and/or PART [] below. PART Tf yOU indicate a different tax rate, please state your ] relationshtp to decadent: TAX RETURN - CONPUTATZON LINE L. Date Established 2. Account Balance 3. Percent Taxable ~. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART DATE PAID TAX ON JOINT/TRUST ACCOUNTS DEBTS AND DEDUCTIONS CLAINED PAYEE DESCRIPTION AMOUNT! PAID TOTAL (Enter on Line $ of Tax Computation) Under panaZt~es of perjury, T declare that the facts T have reported above ara true, correct ~d WORK ( '' * ) ~ TA~YER SIGNATURE TELEPHONE NUHBER DATE GENERAL INFORHATION 1. FAZLURE TO RESPOND NZLL RESULT IN AN OFFZCIAL TAX ASSESSNENT w{th appl{ceblo ]ntorest based on inforlatJon REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX CONPUTATTON De~e of Death Spouse [ Lineal { Sibling Collateral 07/01/94 ~o 12/$1/94 01/01/95 ~o 06/50/00 OX 07/01/00 ~o pre$en~ OX CLA/MED DEDUCTTONS - PART $ DEBTS AND DEDUCTIONS CLAIMED Sandra K Warr~ 147 Tower Circle Carlisle PA Co '17013 ._0~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRXSBURC, PA 171Z8-060! SANDRA K WARREN 147 TOWER CIRCLE CARLISLE COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEHENT. ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1;4S EX AFP C01-0S) *04 SEP 15 8:23 DATE 09-14-2004 ESTATE OF HARTIN EDWARD DATE OF DEATH 01-ZS-ZO04 FILE NUMBER Z1 04-07ZZ COUNTY CUHBERLAND SSN/DC 202-20-$527 ACN 04001558 Amoun~ Remi~ed HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01'03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-14-2004 ESTATE OF MARTIN EDWARD E DATE OF DEATH 01-25-2004 COUNTY CUHBERLAND FILE NO. 21 04-0722 S.S/D.C. NO. ZOZ-ZO-$SZ7 ACN 04001558 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORHATION FINANCIAL INSTITUTION: H&T BANK ACCOUNT NO. 1198485 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 05-25-1994 Accoun~ Balance 1,597.$2 Percen~ Taxable X 0.500 Amoun~ Sub~ec~ ~o Tax 798.66 Debts and Deductions - .00 Taxable Amoun~ 798.66 Tax Ra~e Tax Due $5.94 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 08-02-2004 CDO04ZZ9 ,00 $5.94 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 55.94 .00 .00 .00 IF PAID AFTER THIS DATE~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" { CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. PURPOSE OF NOTICE: To fulfill the requirements of Section 11~0 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S. Section 91~0). PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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 gILLS, AGENT. A refund of a tax credit, mhich 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 are available at the Office of the Register of gills, any of the Z3 Revenue District Offices or by calling the special Zq-hour answering service for forms ordering: 1-800-361-Z050~ services for taxpayers with special hearing and or speaking needs: 1-800-~7-30Z0 (TT only). Any party in interest not satisfied with the appraisement, alloaance, or disalloaance 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. ZelOZ1, 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 Individual Taxas~ ATTN: Post Assessment Raviea Unit, DEPT. 180601, Harrisburg~ PA 1712B-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 dacedent's death, a five percent (5Z) discount of the tax paid is alloaed. The 151 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 and 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 mould 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 I, 19az bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .OOO16q. All taxes which became delinquent on or after January 1, 1981 will bear interest at a rate which will vary fram calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through Z004 are: Interest Daily Interest Daily Interest Dally Year Rate Factor Year Rate Factor Year Rate Factor 19B~ ZOZ .00054B 19B'~8-1991 11X .000301 ZO0'~ 9X .O00Zfi7 1983 16X .000~38 1991 9~ .O00Zq7 2002 6Z .000119 19B~ 111 .000501 1993-199q 7Z .000191 ZOO3 51 .000137 1985 13X .000356 1995-1998 9Z .O00Zq7 Z004 fix .000110 1986 IOZ .00017~ 1999 7Z .OO019Z 1987 9Z .OOOZ~7 ZOOO BZ .000119 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DATL¥ 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 sheen on the Notice, additional interest must be calculated.