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Home My WebLink About03-0303BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 KAREN J RIDDLE 5605 RIVER RD HBG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEHENTj ALLOHANCE OH DXSALLO#ANCE OF DEDUCTIONS; AND ASSESSHEAqT OF TAX ON JOINTLY HELD OR TRUST ASSETS PA 17110-1725 DATE 05-24-2005 ESTATE OF GREGORY ELEANOR DATE OF DEATH 06-21-2002 FILE NUMBER ,COUNTY sSN/DC ACN CUMBERLAND 218-07- 1275 02138999 Amount Remitted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 P CUT ALONG THIS LIME ~ RETAIN LOWER PORTION FOR YOUR RECORDS '~ REV-1548 EX AFP COX-03} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-24-2003 ESTATE OF GREGORY ELEANOR P DATE OF DEATH 06-21-2002 COUNTY CUHBERLAND FILE NO. S.S/D.C. NO. 218-07-1275 ACH 02138999 TAX RETURN NAS: (X) ACCEPTED AS FILED ( } CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 0010637222 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED II-02-I994 Account Balance 2,472.89 Percent Taxable X 0.500 Amount Subject to Tax 1,236.45 Debts and Deduct/ohs - 1,511.00 Taxable Amount .00 Tax Rate ~ .15 Tax Due .00 TAX CREDTTS; NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN #1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .00 .00 .00 .00 PURPOSE OF NOTICE= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 9140). PAYHENT: REFUND CCR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST= Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake 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-ISIS1. Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices or by calling the special 24-hour answering service for forms ordering: 1-800-562-2050; services for taxpayers with special hearing and or speaking needs= 1-800-447-5020 CTT only). An~ party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax Cincluding discount or interest) as shown on this Notice may object within sixty (601 days of receipt of this Notlce by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, 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 Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (7171 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-15011 for an explanation of administratively correctable errors. If any tax due is paid within three (51 calendar months after the decedent°s death, a five percent discount of the tax paid is allowed. The 15~ 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 with first day of delinquency, or nine (91 months and one (11 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 C6~) 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 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 28~ .000548 1987 9~ .000247 1999 7~ .000192 1983 16~ .000458 1988-1991 11~ .000501 2000 8~ .000219 1984 llX .000501 1992 9~ .000247 2001 9~ .000247 1985 15~ .000556 1995-1994 7~ .000192 2002 6~ .000164 1986 lOX .000274 1995-1998 9~ .000247 2005 5~ .000157 --Interest is calculated as follows: ZNTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELZN(~UENT X DAXLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (151 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. Cumberland County - Register Of Wil]_s One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~-"~~ f~'=^ ^ ,~_- ._. _ rL l 7010 FEB 17 PM 2~ 2S Date: 2/16/2010 BROUJOS JOHN 78 E RIDGE STREET CARLISLE, PA 17013 RE: Estate of MOORE BEATRICE R File Number: 2003-00373 Dear Sir/Madam: CLER~< fit; ORPHAN!';, COUf?T i_/ ~_ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2} years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/11/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbau~ Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wil]_s One Courthouse Square Carlisle, PA 17013 ,_ ~.; ,~, ~_ r ,__ Phone: (717) 240-634 ~ - ~'.!` 2oia ~~~ ~ ~ ~~ 2.25 CLEf~'r< 0~' r o~r~~;~a~~ ;~ou~T r ~._,0. a Date: 2/16/2010 PEIRCE SHARON M 5337 SHANNON PARK DRIVE DUBLIN, OH 43017 RE: Estate of MOORE BEATRICE R File Number: 2003-00373 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/11/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~' IN RE: ESTATE OF j7 . ~ F WELLS KEVIN WAYNE ~I/ r1f CU~ - i'~ ?l~. ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2009-00303 NOTICE OF FAULURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: WELLS LISA C Counsel for Personal Representative: Date of Decedent's Death: 2/28/2009 Date of Delinquency Notice: 4/26/2011 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delin uent personal representative or counsel for the delinquent personal representative. q Date: 5/18/2011 Distribution: Personal Representative Counsel for Personal Representative Estate File L~./~ `'c. ~ sr ~f ~„f'~ 4. ~w%:r~+i T.y~' ~'~rnf~ r~Syy~;f(,i'~L~+'a.. .. i, ~,... .' u yr Glenda Farner Strasbaugh '~.~_. Clerk of Orphans' Court A hearing is scheduled for June 17, 2011 at 9:30 a.m. in Courtroom No. 4. If the Status Report is filed prior to the hearing date, the hearing will automaticall be cancelled. y Kevin A. ss, P.J. y ~ • i . u~ ' ~ . ;~" ~ ~ I ~ - '~> ~ ~.., 2 . , i m 'o tr 4 I a (, ~~ , ~ ° Certifi~sc F f ~ . v _ ~. .... 5 ~,. ~ O Retum Reclept ~,~ ; _ (Endorsement Requ ec ~ ~ ~-° ` "' , ~ , Postmark ~~ Restricted Dellvei ~ (Endorsement Requl ~, j ~ ~'~ Here - ~ Total Postage & Fr e, ~ ~ .~ ~ (:~ ~ N ~ ~ _....._... ;~~ / 3°tiiset; Apt ~ ~ ~.,~ o::'" _ _ or Pp Box No. ` > . ~ e , ~ ------------ ------- ~~: stele,-~R;.~-- -`~ ~ :-. a ~ ,. ~~ r - ~;~ vj c (~ 12d ------------ ~~is~ ~~,~ ~:' ~} ! 7C~ 13