HomeMy WebLinkAbout04-1037COMMONWEALTH 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. CD 004628
SEMANSKY THERESA
7 RED OAK DR
BOLLING SPRINGS, PA
17007
ESTATE INFORMATION: SSN: '~ 53-18-1254.
FILE NUMBER: 2104- 1037
DECEDENT NAME: LABONAK KATHRYN
DATE OF PAYMENT: 1 1/15/2004
POSTMARK DATE: 11 /12/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 05/15/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
04139274 $410.84
TOTAL AMOUNT PAID:
$410.84
REMARKS:
SEAL
CHECK# 817
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMflON#EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
THERESA SEMANSKY
7 RED OAK DR
*O4
INFORMATION NOTZCE
AND
TAXPAYER RESPONSE
FXLE MO.
ACH Oq/~927q
DATE
EST. OF KATHRYN LABONAK
S.S. NO. 155-18-125q
DATE OF DEATH 05-15-ZOOq
:~UNTY CUMBERLAND
TYPE OF ACCOUNT
[~] SAVTNGS
~-~ CHECKZHG
[] TRUST
[~ CERTZF,
REMIT PAYMENT AND FORMS TO:
REGTSTER OF WTLLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BOILING SPGS
PA 17 00"~l,ti]i:
COMPLETE PART :1 BELON x # x SEE REVERSE SZDE FOR F:1LINS AND PAYMENT ZNSTRUCTZONS
Account No. 228255-05
D~*e 0q-16-2005 To Insure proper credit to your account,
Percent: Taxab/e X 100.00
PART TAXPAYER RESPONSE
C. ~yT~o~ abov. ~n,ormation is incorr.ct and/or debts and
TAX RETURN - COMPUTATION OF TAX ON dOZNT/TRUST ACCOUNTS
3. Perc~ T~Io 3 X 1~
7. Tax ease 7 X .~
PART
DATE PAID
DEBTS AND DEDUCTZONS CLAZMrn
PAYEE DESCRIPTION AMOUNT PAID
/
,
.
__ ~ ~ TOTA ·
~ha~ ~ha facts 1' have repor~ced above are ~:rue) correc~ and
~he bes~ of my knowled~ and bellef. HONE ( q[? )
TAXPAYER SIG~ WORK (~)
TELEPHONE NUHBER
GENERAL TNFORMAT[0N
1. FA/LURE TO RESPOND NILL RESULT IN AN OFFTClrAL TAX ASSESSMENT with applicable interest based on information
REPORTTNG TNSTRUCTZONS - PART 1 - TAXPAYER RESPONSE
TAX RETURN - PART Z - TAX COHPUTAT1;ON
CLATMED DEDUCT1;ONS - PART ~5 - DEBTS AND DEDUCTTONS CLA][MED
~ ~ ~,~ ~ ~: ~ ....~ ..........
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ' ,
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLDNANCE OR DISALLOWANCE
'oF DEDUCTIONS, AND ASSESSHENT OF TAX ON
~OINTLY HELD OR TRUST ASSETS
REY-1548 EX AFP (03-05)
'1~~'SJ',"!_-~ f,
.37
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-07-2005
LABONAK
05-15-2004
21 04-1037
CUMBERLAND
153-18-1254
04139274
Mount R_ttt.d
KATHRYN
OP?:"""
THERESA ~1l"ANSKY ,
7 RED OAK DR
BOILING SPGS
',.
PA 17007
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1~-:r!'1ri!I:~J..rG~1J.I'....................................................................................
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLONANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-07-2005
ESTATE OF LABONAK
KATHRYN
DATE OF DEATH 05-15-2004
COUNTY
CUMBERLAND
FILE NO.
21 04-1037
TAX RETURN WAS:
S.S/D.C. NO. 153-18-1254
() ACCEPTED AS FILED (X) CHANGED SEE
JOINT OR TRUST ASSET INFORMATION
ACN 04139274
ATTACHED NOTICE
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
228253-05
TYPE OF ACCOUNT: (lO SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-16-2003
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20,288.49
1. 000
20,288.49
9,184.30
11 ,104 .19
.45
499.69
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."
TAX CRED:ITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-12-2004 CD004628 .00 410.84
INTEREST IS CHARGED THROUGH 06-15-2005 TOTAL TAX CREDIT 410.84
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 88.85
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.46
TOTAL DUE 90.31
. 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"' ( CRI, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
<'.L::' '?-
.-lEV-1470EX (6--a8)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIV1DUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
KATHRYN LABONAK
FILE NUMBER
REVIEWED BY
ACN
2104.1037
04139274
ROBIN GRAFF
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
THE DEDUCTION FOR TRAVEL EXPENSES HAS BEEN DISALLOWED. THE EXECUTOR
OR ADMINISTRATOR OF THE ESTATE IS THE ONLY PERSON ENTITLED TO CLAIM
THESE EXPENSES IN CONJUNCTION WITH THE ADMINISTRATION OF THE ESTATE.
.
AN ADJUSTMENT HAD BEEN MADE TO REFLECT THIS CHANGE.
ROW
Page 1
r-','-''-',-- .
BUREAU OF lNOIVloU...~jrllllES";
INI-ERITANCE TAX DIVISIOR ,-
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" .
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*
REY-1604 EX AFP (03-05)
'~ ! _. I r_.:
'-" 'f .....ro,
1'''-1 Ii: ,jJ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-20-2005
LABONAK
05-15-2004
21 04-1037
CUMBERLAND
153-18-1254
04139274
Amount R...i tted
KATHRVN
...;-..' ..--;
CL--'-"',',
THERESA SEMANSKV
7 RED OAK DR
BOILING SPGS PA 17007
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOIIER PORTION FOR YOUR RECORDS 411I
................................................................................................................
REV-1604 EX AFP (03-05)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 06-20-2005
ESTATE OF LABONAK
KATHRYN
DATE OF DEATH 05-15-2004
COUNTY
CUMBERLAND
FILE NO. 21 04-1037
ADJUSTMENT BASED ON:
S.S/D.C. NO. 153-18-1254
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
04139274
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO. 228253-05
TYPE OF ACCOUNT: (X) SAVINGS () CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 04-16-2003
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20,288.49
0.500
10,144.24
10,853.21
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF IIILLS
AT THE ADDRESS SHOIIN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-12-2004 CD004628 .00 410.84
TOTAL TAX CREDIT 410.84
BALANCE OF TAX DUE 410.84CR
INTEREST AND PEN. .00
TOTAL DUE 61n"84CR
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A nCREDlr' ICR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.)
q,..~"'-
REV-1470 EX (6-68)
'*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
KATHRYNLABONAK
FILE NUMBER
REVIEWED BY
SCOTT ELLISON
ACN
2104.1037
04139274
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
THE PERCENT TAXABLE HAS BEEN CORRECTED TO 50% AS THE ACCOUNT WAS
ESTABLISHED MORE THAN 1 YEAR PRIOR TO DEATH. A REFUND WILL BE
FORTHCOMING.
ROW
PaQB 1
BUREAU OF INDIVIDUAI[)II'~fY:D nrTlI'E ~r
INHERITANCE TAX DIVISIOH"'Tl[V...1l 1:..-:... UriJv [:r-
PO BOX 280601 ~,
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-16D7 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-08-2005
LABONAK
05-15-2004
21 04-1037
CUMBERLAND
04139274
A.aunt RBlli tted
KATHRYN
ZOOS f,1.!i~ "0 f)'" zr
,," u "j ,,;: 0
THERESA C' 'SEMANSKY
7 RED OAK DR
BOILING SPGS PA 17007
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your 8ccount, submit the upper portion of this for. with your tax p.~.nt.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
-
REV-1607 EX AFP <03-05)
---------------------------------------------------------------------------
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF LABONAK KATHRYN FILE NO.21 04-1037 ACN 04139274 DATE 08-08-2005
THIS STATEMEHT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACH IH THE HAMED ESTATE. SHONH BELOW
IS A SUII1ARY OF THE PRIHCIPAL TAX DUE, APPLICATIOH OF ALL PAYMEHTS, THE CURREHT BALANCE, AHD, IF APPLICABLE,
A PRDJECTED IHTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-17-2005
PRINCIPAL TAX DUE: .00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-12-2004 CD004628 .00 410.84
07-19-2005 REFUND .00 410.84-
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
~
SIDE FOR CALCULATIOH OF ADDITIOHAL IHTEREST.
( IF TOTAL DUE IS LESS THAH $1,
HO PAYMEHT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR IHSTRUCTIOHS. I