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Home My WebLink About04-0935COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIV~DUAL TAXES DEPT28060~ HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX( 1 1 96) NO. CD 004513 MACHINIST DONA 205 GARRETT LANE CAMP HILL, PA 17011 laid ESTATE INFORMATION: SSN: 178-05-5267 FILE NUMBER: 2104-0935 DECEDENT NAME: CONNI JEAN DATE OF PAYMENT: 10/18/2004 POSTMARK DATE: 10/16/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/10/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04135846 $34.44 TOTAL AMOUNT PAID: $34.44 REMARKS: 'SEAL CHECK# 940 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS DONA MACHINZST 205 SARRETT LN CAMP HILL P~011 ZNFORMATZON NOTZCE AND TAXPAYER RESPONSE I FTLE NO. Z1 ~ C~,,.~-'- ACM 0q155846 DATE Z0-05-2004 TYPE OF ACCOUNT EST. OF JEAN CONNI [] SAVIN;$ S.S. NO. 178-05-5267 [] CHECKZNG DAT~ OF DEA~ 05-10-200~ ~ TRUST COUNTY CUMBERLAND ~ CERTZF. REHZT PAYHENT AND FORHS REGISTER OF NZLLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 170Z~ COMPLETE PART 1 DELON N # # SEE REVERSE SZDE FOR FILZNO AND PAYMENT INSTRUCTZONS Accoun~ NO. Z25qq2-11 Percent Tax.hie X 50. 000 PART TAXPAYER RESPONSE You eust complete PART [] and/or PART [] betoN. PART Tf you /nd/cate a d~f;ei=ei~ ~ax ra~:e, pZease s~a~a your ] rela~i~shtp ~o deced~: TAX RETURN - COMPUTATION OF TAX ON JOZNT/TRUST ACCOUNTS PART DEBTS AND DEDUCTIONS CLAIM;~I DATE PAZD PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, ! declare ~ha~ ~ha fec~$ ! have r~orted above are true, correct ~d ~lm~a ~o ~e bes~ of my knowledge ~d bmZtef. HOME ( ~/~ ) ~ ~/ ~ ~ TAXPAYE. 5[SNATURE TELEPHONE NUMBER ~ GENERAL INFORMATION 1. FAILURE TO RESPOND NILL RESULT IN AN OFFICIAL TAX ASSESSHENT with appXJcablm Interest based on Information REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX COMPUTATION Da*e of Death Spouse Lineal Sibling Collateral CLAIMED OEDUCTTONS - PART ~ DEBTS AND DEDUCTTONS CLATMED BUREAU OF TNDTVTDUAL TAXES INHERITANCE TAX DIVISION PO 80X 280601 HARRISBURG, PA 17128-0601 DONA HACHINIST 205 GARRETT LN CAHP HILL PA 17~1:1 CONNONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF XNHERXTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DXSALLOHANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOXNTL¥ HELD OR TRUST ASSETS REV-I$~i8 EX AFP (09-Oil) DATE ll-Zg-200q ESTATE OF CONNI DATE OF DEATH 05-10-Z00q FILE NUNBER Z1 0R-0955 COUNTY CUHBERLAND SSN/DC 178-05-5267 ACN 0q1558~6 I Amoun~ Remi~md JEAN HAKE CHECK PAYABLE AND REHXT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-29-200~ ESTATE OF CONNI JEAN DATE OF DEATH 05-10-200q COUNTY CUHBERLAND FILE NO. 21 0~-0955 S.S/D.C. NO. 178-05-5267 ACN 0~1558~6 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET ZNFORHATZON FINANCIAL INSTITUTION: HEHBERS 1ST FCU ACCOUNT NO. 125~q2-11 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TZHE CERTIFICATE DATE ESTABLISHED 0~-11-199~ Account Balance 1,550.86 Percent Taxable X 0.500 Amount Subject to Tax 765.~$ Debts and Deductions - .00 Taxable Amount 765.~$ Tax Rate X .q5 Tax Due $~.~ 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. MAKE CHECK OR MONEY ORDER PAYABLE TO: *'REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-16-200q COOOq515 .00 Sq.~q TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 3q.qq ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT 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. ) .00 .00 .00 PURPOSE OF NOTICE: To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91~0). PAYHENT: Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side. -- Hake check ar money order payable to: REGISTER OF WILLS, AGENT. REFUND (CR): A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available online at maw.revenue.state.pm.us, any Register of Wills or Revenue District Office) or from the Department's Iq-hour anseering service for forms orders: 1-800-562-2050~ services for taxpayers with special hearing and/or speaking needs: 1-B00-~7-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisment, alloaance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing one of the folloaing: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals websita. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZD10ZI, Harrisburg, PA ITIZD-IOZ1. Petitions may not be foxed. B) Election to have the matter determined at the audit of the account of the persona[ representative. ADMIN- C) Appeal to the Orphans' Court. ISTRATIVE CORRECTIONS: Factua! errors discovered on this assessment should be addressed in mriting to: PA Department of Revenue, Bureau of individual Taxes, ATTN: Post Assessment Raviem Unit, P.O. Box 280601, Harrisburg, PA 17liD-060! Phone (717) 787-6505. See page 5 of the book[et "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lBO1) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January Ia, 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: 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 l, 1982 bear interest at the rate of six (6X} percent per annum calculated at a daily rate of .00016~. Ali taxes which became delinquent on or after January i, IgBZ wil! bear interest at a rate which wil! vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rotes for 1982 through 200q are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 19B'"~ 20Z .OOOSq8 198"~'8-1991 112 .OO030l ZO0'~"~ 9X .OOOZq7 1983 16Z .O00~3D 1992 9Z .0002q7 2002 6Z .O0016q 198q llZ .000301 1993-199q 72 .000192 2002 SZ .000137 1985 122 .000356 1995-1998 9X .0002~7 ZOOq qZ .000110 1986 IOZ .00027~ 1999 72 .000192 1987 92 .0002q7 2000 8Z .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUI~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) 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.