HomeMy WebLinkAbout04-1078BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DTVZSTOH
PO BOX 280601
HARRISBURG, PA 171Z8-0601
SHIRLEY T FULLOM
52 BURD DR
CAMP HILL
COMMONt/EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERZTANCE TAX
APPRAZSEMENT. ALLONANCE OR DISALLONANCE
OF DEDUCTTON~, AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
RE¥-ISq8 EX AFP (Og-Oq)
PA 17011-251q
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
11-15-200q
TOLAN MAUDE
05-$0-2.00q
CUMBERLAND
159-$0-q788
Oql3qql2
Amount Rmmi'l:tod
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF t/ILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
E
CUT ALONGTHIs LIRE *~-~. RETAIN LOt/ER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP (01-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOt/ANCE OR DISALLOt/ANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON dOINTLY HELD OR TRUST ASSETS
DATE 11-15-200q
ESTATE OF TOLAN MAUDE E DATE OF DEATH 05-$0-200q COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 159-$0-q788 ACN OqlSqql2
TAX RETURN t/AS: eX) ACCEPTED AS FILED ( ) CHANGED
dOZNT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 015950q788
TYPE OF ACCOUNT: C ) SAVINGS ¢ ) CHECKING ( ) TRUST (~ TIME CERTIFICATE
DATE ESTABLISHED 09-08-1993
Account Balance 20,9q5.$9
Percent Taxable X 0.500
Amount Subject ~o Tax 10,q72.70
Debts and DeductAons .00
Taxable Amount 10,qTZ.70
Tax Ra~e X .q5
Tax Due q71.Z7
TAX CREDTTS:
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
t/ITH YOUR TAX PAYMENT TO THE
REGISTER OF t/ILLS AT THE
ABOVE ADDRESS. NAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF t/ILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 05-01-2005~.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
'rNTEREST AND PEN.
TOTAL DUE
TF pAI'D AFTER THTS DATE, SEE REVERSE FOR CALCULATTON OF ADD'rTI'ONAL 'rNTEREST.
TF TOTAL DUE TS LESS THAN $1, NO PAYMENT KS RE~U'rRED.
TF TOTAL DUE KS REFLECTED AS A 'CRED'rT' ~ CR), YOU MAY BE DUE A REFUND.
SEE REVERSE Si'DE OF THTS FORM FOR TNSTRUCTTONS.
.00
q71.Z7
.00
q71.Z7
PURPOSE OF
NOTICE~
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act) Act ZS of 2000. (7Z P.S.
Section 9140).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Ni118 printed on the
reverse side.
-- Hake check or money order payable to: REGISTER OF WILLS, AGENT.
REFUND (CE): A refund of a tax credit, which was not requested on the Tax Return) may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online et www.revenue.state.pa.us) any Register of Hills or Revenue District Office, or from the Department's
Z4-hour answering service for forms orders: 1-800-36Z-Z050; services for taxpayers with special hearing and/or
speaking needs: 1-BOO-447-$OZO (TT only).
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Any party in interest not satisfied with the appraisment, allowance 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 following:
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 website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box Z810Z1) Harrisburg, PA 171ZB-10Z1. Petitions may not bo foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C} 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, P.O. Sox ZS0601, Harrisburg, PA 171ZB-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1SO1) 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 allowed.
The 15Z 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 nan-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 (9) 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 per annum calculated at a daily rate of .000164.
Ali taxes which became delinquent on ar after January l, 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 ZO0~ are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198'"'~ ZOX .0005~8 198'-'-8-1991 llZ .000501 2009 9X .O00Z~7
1983 16Z .000~38 199Z 9Z .O00Z~7 ZOOZ 6Z .00016~
198q 11Z .000301 1993-1994 7Z .00019Z 2003 5Z .000137
1985 13Z .000~56 1995-1996 9Z .O00Z~7 2004 4Z .000110
1986 lOX .O00Z7~ 1999 7Z .O0019Z
1987 9Z .0002~7 2000 BZ .000Z19
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID 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 be calculated.
BUREAU OF ZND'rVZDUAL TAXES
TNHERTTANCE TAX DIVI'STON
PO BOX Z80601
HARRI'SBURP*.. PA 171Z8-0601
SHIRLEY T FULLOM
52 BURD DR~::~.
CAMP HILL ~.
CUT ALONG THIS LZNE
PA 17011-251~
REV-1548 EX AFP [01-03)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERXTANCE TAX
APPRAZSEMENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTZONS, AND ASSESSMENT OF TAX ON
JOXNTLY HELD OR TRUST ASSETS
DATE 11-15-200q
ESTATE OF TOLAN
DATE OF DEATH 05-30-2004
FILE NUMBER
COUNTY
SSN/DC
ACN
MAUDE
BERLAND
159-$0-q788
0415q413
Amount: Rem/'l:'Eed J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGXSTER OF WXLLS
CUMBERLAND CO COURT HOUSE
CARLXSLE, PA 17015
RETAIN LOWER PORTZON FOR YOUR RECORDS
NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTZONS, AND ASSESSMENT OF TAX ON dOXNTLY HELD OR TRUST ASSETS
DATE 11-15-2004
ESTATE OF TOLAN
MAUDE
E DATE OF DEATH 05-$0-2004 COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 159-$0-4788 ACN Oq154q15
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
dOXNT OR TRUST ASSET INFORMATION
FZNANCIAL INSTITUTION: PSECU ACCOUNT NO. 0159504788
TYPE OF ACCOUNT: C ) SAVINGS C~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLXSHED 09-08-1995
Account Balance 669.41
Percent Taxable X 0.500
Amount SubSect to Tax
Debts and Deductions - .00
TaxabZe Amount 334.7!
Tax Rate X
Tax Due 15.06
TAX CREDZTS:
NOTE:
TO ZNSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF TH[S NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF W[LLS, AGENT."
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 03-01-Z005~.
AMOUNT PAID
TOTAL TAX CRED'rT
BALANCE OF TAX DUEl
INTEREST AND PEN.
TOTAL DUE
ZF PAID AFTER THIS DATE.. SEE REVERSE FOR CALCULATZON OF ADDTTZONAL INTEREST.
ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE{IUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.
.00
15.06
.00
15.06
PURPOSE OF
NOTICE:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (?Z P.S.
Section 91q0).
PAYMENT: Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the
reverse side.
-- Hake check or money order payable to: REGISTER OF HILLS, AGENT.
REFUND (CR): A refund of e tax credit, which was not requested on the Tax Return, amy be requested by completing an
· 'Application far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online at aaa.revenue.state.pm.us, any Register of Hills or Revenue District Office, or from the Department's
Zq-hour answering service for forms orders: 1-DOO-36Z-ZO50; services for taxpayers aith special hearing and/or
speaking needs: 1-800-qqT-3OZO (TT
OBJECTZONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Any party in interest not satisfied with the appraisaant, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as sheen 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. Yau may object by fixing a pretest online at
wwa.baardofappeals.stata.pa.us on or before the axpiratian of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date fram the
Board of Appeals wabsite. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box Z810ZI, Harrisburg, PA 171Za-IOZ1. Petitions may not be faxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) 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, P.O. Box ZB0601, Harrisburg, PA 171Za-0601
Phone (717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-iSOI) for an expIanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SI)
discount of the tax paid is allowed.
The 1SZ tax amnesty non-participation penalty is computed an the tufa1 of the tax and interest assessed, and not
paid before January 15, 1996, the first day after the end of the tax amnesty parted. 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 (9) months and one (1) day
from the date of death, to the date of payment. Taxes which became delinquent before January 1, 19az
bear interest at the rate of six (Dg) percent per annum calculated at a daily rate of .O0016q.
All taxes which became delinquent on or after January l, 198Z mill 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 far 1982 through ZOOq are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .OOOSq8 198'~8-1991 llZ .000301 gO0'~ 9Z .000247
1985 162 .O00q3B 199Z 92 .0002q7 2002 6g .O0016q
198q Ill .O0030l 1993-199q 72 .O0019g 2003 5Z .OOO137
1985 152 .000356 1995-1998 9Z .O00Zq7 ZOOq ~Z .OOOllO
1986 lOX .O00Z7q 1999 7Z .O00Zgz
1987 9Z .O00Zq7 2000 DZ .000Z19
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 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 be calculated.
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REV-1470EX(6-88)
*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
MAUDE E. TOLAN
FILE NUMBER
REVIEWED BY
MICHAEL KODOSKY
ACN
21/700331195
04134412
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
An adjustment has been made to apply $ 7,765.00 in claimed expenses to this
assessment.
ORIGINAL
Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128.0601
REV- 1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FULLOM SHIRLEY T
52 BURD DRIVE
CAMP HILL, PA 17011-2514
__nnn fold
ESTATE INFORMATION: SSN: , 59~30-4788
FILE NUMBER: 2104-1078
DECEDENT NAME: TOLAN MAUDE E
DATE OF PAYMENT: 04/18/2005
POSTMARK DATE: 04/16/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 05/30/2004
NO. CD 005220
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
04134412 I $122.80
04134413 I $15.18
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 497
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$137.98
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
f~:r f-'~("-,_r'''r
BUREAU OF INDIVIDUACt.Ax~S.
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
'*
REV-1604 EX AFP (03-05)
~ I: 34
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSNI'DC
ACN
o4-11-2oo5
TOLAN
05-30-2004
70 o331195
CUMBERLAND
159-30-4788
04134412
Allount Rellitted
MAUDE E
"l...\-\i:)l\- ,~~ ~
SHIRLEY T FULLOM
52 BURD DR
CAMP HILL PA 17011-2514
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 ~
................................................................................................................
REV-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 04-11-2005
ESTATE OF TOLAN
MAUDE
E DATE OF DEATH 05-30-2004
COUNTY
CUMBERLAND
FILE NO. 70 o331195
ADJUSTMENT BASED ON:
S.S/D.C. NO. 159-30-4788
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
04134412
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO. 0159304788
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 09-08-1993
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20.945.39
0.500
10.472.70
7.765.00
2.707.70
.45
121.85
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 ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 04-26-2005 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 121.85
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .95
TOTAL DUE l::i'::i' Rn
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l ,.... ~ 'f-
REV-1470 EX (8-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
MAUDE E. TOLAN
REVIEWED BY
ACN
21/700331195
04134412
MICHAEL KODOSKY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
An adjustment has been made to apply $ 7,765.00 in claimed expenses to this
assessment.
ROW
Page 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. -::',~:: ,];NHERITANCE TAX
',\:STATEMENT OF ACCOUNT
",---
cnr;; J!J\I -'~
L;J;Jv "l '-'
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n'j ~: ':"0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I'I,ni;'"',;-
\..1LCid:i\ ',)r
SHIRLEY T
52 BURD DR
CAMP HILL
~RG'~:\\ !'~
FULL 1.....1:~}~~:'-~.. '. ::",r
:....:.... .
PA 17011-2514
*'
REV-16D7 EX AFP (03-05)
05-23-2005
TOLAN
05-30-2004
21 04-1078
CUMBERLAND
04134412
AoIo...t R_itted
MAUDE
E
MAKE 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 pay~nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
................................................................................................................
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF TOLAN MAUDE E FILE NO. 21 04-1078 ACN 04134412 DATE 05-23-2005
THIS STATEnENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAnED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAynENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-08-2005
PAYMENTS (TAX CREDITS),
PRINCIPAL TAX DUE, 121.85
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-16-2005 CD005220 .78- 122.80
TOTAL TAX CREDIT 122.02
BALANCE OF TAX DUE .17CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .17CR
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN U,
NO PAYnENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHn FOR INSTRUCTIONS. )
Q...><> 'L
..-/,.,"
BUREAU OF INDIVIDUAL TAXES,
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (03-05)
C' F'''1f rv-
L.:i'J\ Ui
ORFIH~J\J'S
SHIRLEY T &iil11.QM '
52 BURD DR
CAMP HILL PA 17011-2514
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
TOLAN
05-30-2004
21 04-1078
CUMBERLAND
04134413
A.ount I..itted
MAUDE
E
I' nJ ,~ f......-' "". ..... r
...,L);-:; -D 'f-, {... LO
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your .ccount, sub.it the upper portion of this for. with your tax payment.
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ...
................................................................................................M...............
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF TOLAN MAUDE E FILE NO. 21 04-1078 ACN 04134413 DATE 05-23-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-15-2004
PRINCIPAL TAX DUE: 15.06
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-16-2005 CD005220 .10- 15.18
TOTAL TAX CREDIT 15.08
BALANCE OF TAX DUE .0lCR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .02CR
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TDTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
0>""
,."r-/"'I('........,-\.-\' ('\ir'rj- nr
BUREAU OF INIi'iv.~~t-: , , Ji'I,J;: ~,.'
INHERITANCE TAX DltJlsI'ON ~~,- .. "
PO BOX 280601 1 - - '
HARRISBURG PA 17128-0601
20D5 JUL 22 Pi': 2: 08
COMMONWEALTH OF PENNSYLVANIA
DEPART"'NT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*'
REV-1604 EX AFP (03-05)
C:~=\:-~>:.
".r.r-",'-! 1>':
l)c-,-
(""'...1'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
07-07-2005
TOLAN
05-30-2004
21 04-1078
CUMBERLAND
159-30-4788
04134412
AlIOunt R_i tted
MAUDE
E
SHIRL'EY T FULLaM
52 BURD DR
CAMP HILL PA 17011-2514
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 ~
................................................................................................................
REV-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 07-07-2005
ESTATE OF TOLAN
MAUDE
E DATE OF DEATH 05-30-2004
COUNTY
CUMBERLAND
FILE NO. 21 04-1078
ADJUSTMENT BASED ON:
S.S/D.C. NO. 159-30-4788
PROTEST BOARD DECISION
JOINT OR TRUST ASSET INFORMATION
ACN
04134412
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO. 0159304788
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (x) TIME CERTIFICATE
DATE ESTABLISHED 09-08-1993
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20,945.39
0.500
10,472.70
7,765.00
2,707.70
.45
121. BS
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 ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-16-2005 CD005220 .78- 122.80
TOTAL TAX CREDIT 122.02
BALANCE OF TAX DUE .17CR
INTEREST AND PEN. .00
TOTAL DUE ,17r:R
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~s'<-
BOARD OF APPEALS
DEPT. 281021
HARRISBURG, PA 17128-1021
.
COMMONWEAl- H OF PENNSYLVANIA
DEPARTMENT OF REVENUE
June 27,2005
SHIRLEY T FULLOM
52 BURD DR
CAMP HILL PA 17011-2514
Dear Ms. Fullom:
Re: Estate of Maude E. Tolan
File No: 2104-1078
ACN 04134412
Docket No: 0500470
This is in reference to you Protest of the Department's November 15, 2004
appraisement and assessment which imposed inheritance tax on one-half of the date of
death value of PSECU Certificate #0159304788.
The Bureau of Individual Taxes has adjusted its records and permitted a $7,765.00
deduction for funeral expenses. The tax obligation on that Certificate has now been paid in
full. As there is no reason for continuing with a formal appeal, the Board file under the
above docket number will be closed.
Should you have any questions, please contact this office.
Very truly yours,
JOSEPH R. SLEEK, MEMBER
Direct Dial: (717) 783-3669
Fax: (717) 787-7270
Email: jsleek@state.pa.us
IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATE FORMAT UNDER THE
PROVISIONS OF AMERICANS WITH DISABILITIES ACT OF 1990, PLEASE CALL
(717) 783-3664, OR FOR SERVICES FOR TAXPAYERS WITH SPECIAL HEARING
AND SPEAKING NEEDS:1-800-447-3020 (TT ONLY).