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Home My WebLink About03-0913BUREAU OF ZNDTVZDUAL TAXES TNHERTTANCE TAX DTVTSXON DEPT. 280601 HARRTSBURg, PA 17].28-0601 BARBARA A WEARY 555 CARLISLE RD NEWVILLE COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF XNHERXTANCE TAX APPRAISEMENT. ALLO#ANCE OR DXSALLONANCE OF DEDUCTXON~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-lSd8 EX AFP (01-05) PA 172ql-95~ DATE 11-05-2005 ESTATE OF WALKER MARIE DATE OF DEATH 10-11-2002 FZLE NUHBER GOUHTY CUMBERLAND SSN/DC 185-09-1758 ACN 02150926 Amoun~ RemL~ed HAKE CHECK PAYABLE AND REHXT PAYMENT 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 ZNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-03-2003 ESTATE OF WALKER MARIE N DATE OF DEATH 10-11-2002 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 1'85-09-1738 ACN 02150916 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0067365qq2 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-28-1987 Account Balance 1,3q6.71 Percent Taxable X 0.166 Amoun~ Subject to Tax 2Zq.q6 Debts and Deductions - .00 Taxable Amount zgq.q6 Tax Rate X .15 Tax Due 33.67 TAX CRED'rTS: 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 DATE NUMBER XNTEREST IS CHARGED THROUGH I DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID -11-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CRED'rT BALANCE OF TAX DUE 'rNTEREST AND PEN. TOTAL DUE IF PA'rD AFTER TH*rS DATE, SEE REVERSE FOR CALCULAT*rON OF ADD*rT*rONAL *rNTEREST. ( TF TOTAL DUE ZS LESS THAN $1~ NO PAYHENT *rS RE~U*rRED. IF TOTAL DUE *rS REFLECTED AS A 'CREDTT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S*rDE OF THTS FORH FOR 1*NSTRUCTTONS. ) .00 33.67 .57 3q.2q PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Sect[on 2140 of the Inhor[tance and Estate Tax Act, Act Z$ of 2000. (7Z P.S. Sect[on 9140). Detach the top port[on of this Not[ce and submit with your payment to the Rag[star of Hills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, Nh[ch was net requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of tho Register of Wills, any of the 25 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-361-Z050; services far taxpayers with special hearing and or speaking needs: 1-800-447-3010 (TT only). Any party [n interest not satisfied with the appraisement, allowance, or disallowance of daduct[ons or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Not[ce by: --written protest to the PA Deportment of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17118-1021, OR --electing to have the matter determined at the audit of the account of tho personal representative, OR --appeal to tho 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 Rev[aw Unit, DEPT. 180601, Harrisburg, PA 17118-0601 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 e[thin three (5) calendar months after the docadont's death, a five percent (51) discount of the tax paid is allowed. The 15Z tax aanast~ non-participation penalty is computed on the total of the tax and intarest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty per[od. This non-partic[pat[on penalty Es appealable [n the same manner and in the tho same team period as you would appeal the tax and interest that has been assessed as [nd[coted on this not[ce. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to tho date of payment. Taxes which became deI[nquent before January 1, 1981 bear interest at the rate of sex (61) percent par annum caIcuIatad at a da[Iy rate of .000164. All taxes which became delinquent on or after January I, 1982 w[11 bear interest at a rate which w[11 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 ara: Interest Daily Interest Daily Interest Doily Year Rate Factor Year Rate Factor Year Rate Factor 1981 ZOZ .000546 1987 91 .000247 1999 71 .000191 1983 161 .000438 1988-1991 llZ .000301 ZOO0 81 .O00Z19 1984 111 .000301 1991 9Z .000247 2001 91 .000247 1985 132 .000556 1995-1994 72 .O0019Z ZOOZ 6Z .000164 1986 102 .000274 1995-1998 9Z .000147 2003 51 .000137 --Interest is calculatod as follows: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT 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 ba calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. :~80601 HARRTSBURG, PA 171Z8-0601 MAXINE S STROHH qq HIGH RD SHIPPENSBURG CONNON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF XNHERZTANCE TAX APPRAXSEMENT. ALLO#ANCE OR DZSALLOHANCE OF DEDUCTXONS, AND ASSESSMENT OF TAX ON JOXNTL¥ HELD OR TRUST ASSETS REV-15118 EX AFP COI-OS) PA 17257,.~.9655 DATE 11-05-2005 ESTATE OF WALKER MARIE DATE OF DEATH 10-11-2002 FILE NUHBER *CDUNTY ..... SSN/DC ACN kmoun~ Remi{~md HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF gILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 - CUNBERLAND 185-09-1738 02150927 N CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -'~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-03-2003 ESTATE OF WALKER HARIE N DATE OF DEATH 10-11-2002 COUNTY CUHBERLAND FILE NO. S.S/D.C. NO. 185-09-1738 ACN 02150927 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0067365q~2 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-28-1987 Account Balance 1,3~6.71 Percent Taxable X 0.166 Amount Subject to Tax 22~.~6 Debts and Deductions - .00 Taxable Amount ZZq.~6 Tax Rate X .15 Tax Due 33.67 TAX CREDITS: 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. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DATE NUMBER INTEREST IS CHARGED THROUGH 1 DISCOUNT (+) INTEREST/PEN PAID (-) AHOUNT PAID -11-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH 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 SI, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 33.67 .57 3q. Zq PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZI~O of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. -- Make check or money order payable to: REGISTER DF HILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ere available at the Office of tho Register of Hills, any of the 25 Revenue District Offices or by calling the special Iq-hour answering service for fores ordering: 1-600-362-Z050; services for taxpayers with special hearing and ar speaking needs: 1-800-qq7-3020 (TT only), Any party in interest not satisfied with the appraisement, alloaance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object eithin sixty (60) days of receipt of this Notice by: --erittmn 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 oft he account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should bo 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) 787-6505. Sea page 5 of the 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 discount of the tax paid is a11oeed. The 152 tax amnesty non-participation penalty is computed on tho 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 mould appeal the tax and interest that has bean assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (93 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 rate of six (6Z) percent par annum calculated at a daily rate of .00016~. All taxes ehich became delinquent on or after January 1, 1982 mill bear interest at a rate ehich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tho applicable interest rates for 1982 through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOX .0005~8 1987 92 .0002q7 1999 7X .000192 1983 162 .000q38 1988-1991 11Z ,000301 ZOO0 8Z .000219 198q llZ .000301 199Z 9Z .0002q7 2001 9Z .0002~7 1985 132 .000356 1993-199q 7Z .000192 2002 6Z .00016~ 1986 102 .O00Z7q 1995-1996 92 .O00Zfi7 2003 52 .000137 --Interest is calculated as folloes: /NTEREST = BALANCE OF TAX UNPAXD X NUMBER OF DAYS DELTNI;IUENT X DATLy XNTEREST 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. BUREAU OF INDIVIDUAL TAXES ZNHER/TANCE TAX DTVTSION DEPT. ZSO6D1 HARRISBURG, PA 171Z8-0601 MAXINE S STROHM HIGH RD ., SHIPPENSBURG ' ~PA 17257-9655 COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOZNTL¥ HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY SSN/DC ACN I REV-I$41 11-05-2005 WALKER MA~ 10-11-2002 C~MBERLAND 185-09-1758 02150927 Amount Rem/~ed MAKE CHECK PAYABLE AND REMIT PAYM REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 COMMONWEALTH 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 003209 STROHM MAXINE S 44 HIGH ROAD SHIPPENSBURG, PA 17257-9655 ........ fold ESTATE INFORMATION: SSN: 185-09-1738 FILE NUMBER: 2103-091 3 DECEDENT NAME: WALKER MARIE N DATE OF PAYMENT: 11/06/2003 POSTMARK DATE: 11/05/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/11/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02150927 $33.67 TOTAL AMOUNT PAID: $33.67 REMARKS: MAXlNESSTROHM SEAL CHECK# 3860 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS %~BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280&01 HARRISBURG, PA 17128-0&01 COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERTTANCE TAX STATEHENT OF ACCOUNT REV-t&07 EX AFP (01-05) MAXINE S STROHH 44 HIGH RD SHIPPENSBURG PA 17257-9655 DATE 12-01-2003 ESTATE OF WALKER MARIE DATE OF DEATH 10-11-2002 FILE NUHBER 21 03-0913 COUNTY CUMBERLAND ACH 02150927 Amount Remitted HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP ¢01-05) ~** INHERITANCE TAX STATEHENT OF ACCOUNT *** ESTATE OF WALKER MARIE N FILE NO. 21 05-0913 ACN 02150927 DATE 12-01-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAMED ESTATE. SHOW/N BELON IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 11-03-2003 PRINCIPAL TAX DUE: .......................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 33.67 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 11-05-2003 CD003209 .00 33.67 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CE), TOTAL TAX CREDIT 33.67 BALANCE OF TAX DUE .0O [NTEREST AND PEN. .54 TOTAL DUE .54 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 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. -- If RESIDENT DECEDENT make check or money order payable to; REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. 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-ISIS). Applications are available at the Office of the Register of Wills, any of the 25 Revenue District Offices or from the Department°s 24-hour answering service for forms ordering: 1-800-562-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-~47-5020 (TT only). REPLY TO= Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT= If any tax due is paid within three ($) calendar months after the decedent's death, a five percent ¢5X) discount of the tax paid is allowed. PENALTY= The 15X 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 with first day of delinquency, or nine (9} months and one C]) 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 C6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and 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 ]982 through 2005 are= Interest Daily Interest DaiIy Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .000548 1987 9X .000247 1999 7X .000192 1985 16X .000458 1988-1991 IIX .000501 2000 8X .000219 1984 IIX .000501 1992 9X .000247 2001 9X .000247 1985 15X .000556 1995-1994 7X .000192 2002 &X .000164 1986 lOX .000274 1995-1998 9X .000247 2005 5X .000157 --Interest is calculated as follows= INTEREST = BALANCE OF TAX UNPAI'D X NUHBER OF DAYS DELINIIUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) 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. Maxine S. Strohm 44 High Road Shippensburg, PA 17257-9655 /7o/-3