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Home My WebLink About04-1131BUREAU OF INDIVIDUAL TAXES IHHERTTANCE TAX DTVTSTON PO BOX 280601 HARRTSBURG, PA 171Z8-0601 CARL HENCH lq31TRINDLE RD CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RE¥-16q8 EX AFP cng-oq) PA~17013 DATE 1Z-13-200q ESTATE OF HENCH MARGARET DATE OF DEATH 03-30-200~ SSN/DC 19q-~2-8191 ACN 0~125033 Amoun~ Remi~ed HAKE CHECK PAYABLE AND REHIT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 E CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS *~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-13-200q ESTATE OF HENCH MARGARET E DATE OF DEATH 03-30-200~ COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 19~-~2-8191 ACN 0~125035 TAX RETURN WAS: (X) ACCEPTED AS FILED ¢ ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 106002887 TYPE OF ACCOUNT: ( ) SAVINOS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-09-2003 Account Balance .00 Percent Taxable X 0.333 Amount Subject to Tax .00 Debts and Deduct/ons - .00 Taxable Amount .00 Tax Rate X .00 Tax Due .00 TAX CREDZTS: 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 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE TF PAID AFTER THIS DATE., SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 .00 .00 .00 PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse sida. -- Hake check or money order payable to: REGISTER OF WILLS, AGENT. REFUND (CR): A refund of a tax credit, which ems not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania [nheritanca and Estate Tax" (REV-1515). Applications ara available online at wow.revenue.state.pm.us, any Register of Hills or Revenue District Office, or from the Department's Z4-hour ansaaring service for forms orders: 1-800-56Z-ZO50; services for taxpayers with special hearing and/or speaking needs: 1-800-447-50ZD (TT only). OBJECTIONS: Any party in interest not satisfied aith the appraismant, alloaance or disallowance of deductions or assessment of tax (including discount or interest) as shomn on this Notice may object within 60 days of the date of receipt of this notice by filing one of the folloeing: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at wea.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 aebsite. You may also send a arittan protest to PA Department of Revenue, Board of Appeals P.O. Box ZBIOZ1, Harrisburg, PA 171ZB-lOZI. Petitions amy not be faxed. B) Election to have the matter determined at the audit of the account of the personal representative. ADH[N- C) Appeal to the Orphans' Court. [STRATIVE CORRECT[OHS: 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 Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet -instructions for inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent 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 18, 1996, the first day after the and 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 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 1, 198Z bear interest at the rate of six (6Z) percent per annum caXculatad at a daiXy rate of .000164. All taxes ~hich became delinquent on or after January l, 198Z wilI bear interest at a rate which ~ill vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 19aZ through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor 198~'~ ZOZ .00054B 198-~8-1991 llX .0D0501 ZO0-'~ 9Z .000247 1985 162 .000438 199Z 9X .000247 ZOOZ 62 .000164 1984 llZ .000501 1995-1994 72 .O0019Z ZOO5 5Z .000157 1985 152 .000356 1995-1998 92 .000247 2004 42 .000110 1986 lOX .000274 1999 7Z .O0019Z 1987 92 .000247 2000 BZ .000Z19 --Interest is calculated as folloas: TNTEREST = 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 data of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. BUREAU OF ZNDZVTDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRTSBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DZSALLO#ANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RE¥-ISq8 EX AFP CAROL HYERS 1~1 TRINDLE RD CA~LISLE ~ L~.J PA 17015 DATE 12-20-2004 ESTATE OF HENCH DATE OF DEATH 03-$0-2004 FILE NUMBER ~- ~\ COUNTY CUMBERLAND SSN/DC 194-42-8191 ACH 04125035 Amoun~ Remi~ed MARGARET HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALON~THZS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~¥:i~'~-~"[~='~' ................................................................................... NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-20-2004 ESTATE OF HENCH MARGARET E DATE OF DEATH 03-30-2004 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 194-42-8191 ACN 04125035 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 106002887 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-09-2003 Accoun~ Balance .00 Percen~ Taxable X 0.333 Amoun~ Subjec~ ~o Tax .00 Debts and Deductions - .00 Taxable Amoun~ .00 Tax Ra~e ~ .15 Tax Due .00 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 DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PA/D AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( TF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REi~U/RED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORH FOR INSTRUCTIONS. .00 .00 .00 .00 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVXDUAk.~TA~ ()~C ~ NOTICE OF INHERITANCE TAX INHERITANCE TAX OlVI$I~Uh~~ ~//lI~./L ~J~PPRATSEHENT. ALLONANCE OR DXSALLONANCE P0 BOX 280601 ~.... ~ ~l ~r~' ~4 ~ ~ ~t J ~OF D~UCTXONS, AND A~SN~ OF TAX ON ~RRISBURG, PA 17128-0~0~[~ ~ , ~, ~, ~ ~ 2~ ~.~ JOINTLY HELD OR ~UST ASSETS REV-15~8 EX AFP (09-0~) DEC 29 AH9:II CLERK OF ORPHAN'S COURT NELLIE l\,~I~ ~, 14~1TRINDLE RD CARLISLE PA 17015 FILE NUMBER COUNTY SSN/DC ACN I DATE 12-27-2004 ESTATE OF HENCE MARGARET DATE OF DEATH 05-50-2004 CUMBERLAND 194-42-8191 041250~4 Amount Remitted 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 *~ [ ' ................................................................................... NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOgANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-27-2004 ESTATE OF HENCH MARGARET E DATE OF DEATH 05-~0-2004 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 194-42-8191 ACN 04125054 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 106002887 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-09-2005 Account Balance .00 Percent Taxable Amount Subject to Tax .00 Debts and Deductions - .00 Taxable Amount .00 Tax Rate X .15 Tax Due .00 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 C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT ~ALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CH}, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .00 .00 .00 .00