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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