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HomeMy WebLinkAbout04-1134BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-D601 DWIGHT E STAMBAUGH 2105 FISHER RD MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLO#ANCE OF DEDUCTIONS, AND &SSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-I~48 EX ~FP (01-05) DATE 09-06-200q ESTATE OF STAMBAUGH MABEL DATE OF DEATH Oq-Z9-ZO03 FILE NUMBER COUNTY CUMBERLAND SSN/DC 19~-7865 ACN 03~3~890 REGISTER OF ~IL'LS CUHBERLAND cO COURTHOUSE CARLISLE, PA:::~7015~ CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-06-200q ESTATE OF STAMBAUGH MABEL E DATE OF DEATH Oq-Z9-ZO03 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 198-qq-7865 ACN 03135890 TAX RETURN WAS: eX) ACCEPTED AS FILED ¢ ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 127202-11 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-08-1992 Account Balance Percent Taxable X 0.166 Amount Subject to Tax 376.32 Debts and Deductions - .00 Taxable Amount 376.52 Tax Rate X .00 Tax Due .00 2,257.89 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 CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .00 .00 .00 .00 PURPOSE OF NOTICE~ PAYNENT: REFUND OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may bm requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the 23 Revenue District Offices or by calling the special Z4-hour ansearing service for forms ordering: 1-800-56Z-2050; services for taxpayers aith special hearing and or speaking needs: 1-800-4~7-$0Z0 (TT only). Any party in interest not satisfied with the appraisement, aZloeance, or disallowance of deductions or assessment of tax (including discount or interest) as shomn an this Notice may object uithin sixty (60) days of receipt of this Notice by: --arittan protest to the PA Department o~ Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court FactuaZ errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, DEPT. 180601, Harrisburg, PA 1711B-0601 Phone {717) 787-6505. See page 5 of the booktet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is allomed. The 151 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 non-participation penaAty is appeaZable in the same manner and in the the same time period as you mould appea! 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, 1982 bear interest at the rate of six (61) percent par annum calculated at a daily rate of .000164. 11! taxes mhich became delinquent on or after January l, 198Z aiZ! bear interest at a rate which mil! vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOX .000548 198'~8-1991 llZ .OOOS01 ZO0~ 9Z .000147 1983 16Z .000438 1992 9Z .0001~7 ZOOZ 6Z .000Z19 1984 11Z .000301 1993-199~ 7Z .00019Z ZOO3 5Z .000137 1985 13Z .000356 1995-1998 9Z .O00Z~7 ZO0~ qZ .000110 1986 XOZ .000274 1999 7Z .00019Z 1987 92 .0002~7 ZOOO 82 .O00Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD 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 shomn on the Notice, additionaZ interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITAHC£ TAX DIVISIOH DEPT. 280601 HARRISBURG, PA 17128-0601 BOBBI L HOUDESHELL 701SHIPPENSBURG RD BIGLERVILLE PA 17507 COHNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-06-200q ESTATE OF STAMBAUGH DATE OF DEATH Oq-Z9-ZO05 19~-78f~ o5 s 891 FILE NUMBER COUNTY SSN/DC ACN MABEL E HAKE CHECK PAYABLE AND R~MZT pAyMENT TO: REGISTER OF MILLS :~ CUMBERLAND .CQ,. COURTS'ROUSE ,i , CARLISLE, PAl::' 1'7015~ ..... CUT ALONG THIS LINE ~'* RETAIN LONER PORTION FOR YOUR RECORDS REV-1548 EX AFP NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSMENT OF'TAX ON dOINTLY HELD OR TRUST ASSETS DATE 09-06-200q ESTATE OF STAMBAUGH MABEL E DATE OF DEATH 0q-29-2005 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 198-qq-7865 ACN 05155891 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED dOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 127202-11 TYPE OF ACCOUNT: ( ) SAVINGS ¢ ~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-08-1992 Account Balance 2,257.89 Percent Taxable X 0.166 Amount Subject to Tax 576.52 Debts and DeductAons - .00 Taxable Amount 576.52 Tax Rate X .q5 Tax Due 16.95 TAX CRED'rTS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE NITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF MILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 09-1q-ZOOq TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM 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 1S REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 16.95 17.56 PURPOSE OF NOTICE: To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 91~0). PAYNENT: Detach tho top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIDNS: DISCOUNT: PENALTY: INTEREST: A refund of a tax credit, which was not requested on tho tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office of the Register of Mills, any of the 23 Revenue District Offices or by calling tho special Z~-hour answering service for forms ordering: 1-B00-362-Z050; services for taxpayers #ith specie! hearing and or speaking needs: 1-800-~q7-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (incZuding discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Deportment of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --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, DEPT. lB0601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent discount of the tax paid is allowed. The 152 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 non-participation penalty is appealable in the same manner and in tho tho same tiaa 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, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .00016~. AIl taxes which became delinquent on or after January 1, 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'~ ZOZ .O005~B 198'~8-1991 1lZ .000301 2009 92 .O00Zq7 1985 162 .000~38 1992 92 .0002~7 2002 62 .000219 19B~ iIX ,000301 1993-199~ 72 ,000192 2005 5Z .000137 1985 132 .000356 1995-1998 92 .0002~7 ZO0~ ~Z .000110 1986 lOX .00027~ 1999 72 .OOO19Z 1987 92 .0002~7 ZOO0 BZ .000219 --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 (1S) 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 INDIVIDUAL TAXES TNHERZTANCE TAX DZVTSTON DEPT. Z80601 HARRTSBURG., PA 171~'8-0601 DWIGHT E STAMBAUGH 2105 FISHER RD MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RE¥-ZSgi8 EX AFP (01-05) DATE 09-06-Z00~ ESTATE OF STAMBAUGH DATE OF DEATH O~-Z9-Z003 FILE NUHBER ~1-O~-1/3~ MABEL COUNTY CUMBERLAND SSN/DC 1~-7865 ACN 0 ~'~89 Z ~c~ HAKE CHECK PAYABLE AND fi~gHIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT~B0USEii: CARLISLE, PA,'~17013~ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-06-Z00~ ESTATE OF STAMBAUGH MABEL E DATE OF DEATH O~-zg-zo03 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 198-~-7865 ACN 03135892 TAX RETURN WAS: eX) ACCEPTED AS FILED ¢ ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 1Z7202-00 TYPE OF ACCOUNT: (~ SAVINGS C ) CHECKING ( ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 06-29-1992 Accoun~ Balance Percen~ Taxable X 0.166 Amoun~ Subjec~ ~o Tax $~6.Z~ Debts and Deduct/ons - .00 Taxable Amoun~ 3~6.2~ Tax Ra~e ~ .00 Tax Due .00 2,077.38 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 CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~U/RED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCT/ONS. ) .0O .00 .00 .00 PURPOSE OF NOT[CE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 13 of 2000. (72 P.S. Section 9140). PAYHENT: REFUND (CA): OBJECTIONS: ADHZN- ZSTRATZVE CORRECTIONS: D/SCOUNT: PENALTY: INTEREST: Detach the-tap portion af this Notice and submit aith your payment to the Register of Wills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, ahich 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 at the Office of the Register of gills, any of the 23 Revenue District Offices ar by calling the special Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers aith special hearing and or speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown an this Notice may object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --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, DEPT. 180601, Harrisburg, PA 17118-0601 Phone (7[7) 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. Zf any tax due is paid within three (3) calendar months after the decadent's death, a five percent (51) discount of the tax paid is alloaed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January [8, 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 tiaa 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, ar nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on or after January l, 1982 will bear interest at a rate which mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: interest OaiIy Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000548 198~8-1991 111 .000301 ZO0'~ 91 .000147 1983 16% .000438 1991 9Z .000147 ZOOZ 61 .000Z19 1984 112 .000301 1993-1994 72 .O0019Z 2003 52 .000137 1985 131 .000356 1995-1998 92 .000147 Z004 41 .O00llO 1986 lOZ .000174 1999 7Z .000192 1987 9Z .000147 ZOO0 8Z .000219 --Interest is calculatad 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 mode after the interest computation date sheen on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES ZHHERZTANCE TAX DTVZSTON DEPT. Z80601 HARRTSBURG, PA 171ZS-OGnl BOBBI L HOUDESHELL 701 SHIPPENSBURG RD BIGLERVILLE PA 17507 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RE¥-1~45 EX AFP (01-05) DATE 09-06-200q ESTATE OF STAMBAUGH MABEL DATE OF DEATH Oq-Z9-ZO05 COUNTY CUM~AND SSN/DC ACN ---~ ---~ 051~8 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO'COURT I~USE CARLISLE, PA CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-06-200q ESTATE OF STAMBAUGH MABEL E DATE OF DEATH Oq-Z9-2005 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 198-qq-7865 ACN 05155895 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED dOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 12720Z-00 TYPE OF ACCOUNT: C~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-29-1992 Account Balance 2,077.58 Percent Taxable X 0.166 Amount Subject to Tax 5q6.Zq Debts and Deductions - .00 Taxable Amount 5q6.Zq Tax Rate X .q5 Tax Due 15.58 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'rTS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID ¢-) NTEREST IS CHARGED THROUGH 09-1q-200q AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" { CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .00 15.58 .59 15.97 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices or by calling the special 2q-hour ansearing service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and or speaking needs: 1-800-qq7-3020 (TT only). Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as sheen on this Notice may object within sixty (60) days of receipt of this Notice by: --aritten protest to tho PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17128-1021, OR --electing to have tho matter determined at the audit of tho account of tho personal representative, OR --appeal to tho 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 Raviea Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacadent's death, a five percent (SZ) discount of the tax paid is allowed. Tho 15Z tax amnast~ non-participation penalty is computed on tho total of the tax and interest assessed, and not paid before January 18, 1996, tho first day after tho and of tho tax amnesty parted. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you aouZd 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, 1982 bear interest at the rate of six (62) percent par annum calculated at a daily rate of .00016q. All taxes which became delinquent on or after January 1, 1982 ail1 bear interest at a rate which ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198'--'~ gO2 .OOOSq8 198~-1991 112 .000301 ZOO'-~ 92 .O00Zq7 1983 162 .000q38 199Z 92 .O00Zq7 ZOOZ 62 .000Z19 198q 112 .000301 1993-199q 72 .000192 2003 52 .000137 1985 132 .000356 1995-1998 92 .0002q7 200q q2 .000110 1986 102 .O00Z7q 1999 72 .00019Z 1987 92 .O00Zq7 ZOO0 82 .000219 --Xnterest is calculated as follows: XNTERE:ST = BALANCE: OF TAX UNpATD X NUXBE:R OF DAYS DELI'NQUE:NT X DALLY XNTEREST 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 shoan on the Not/ca, additional interest must be caIculatad. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE PECORDED orftUiiifiTANCE TAX :JC(\IC;Tr~T'~T'fi'MENT OF ACCOUNT ,.L,J,~ ,...!"'I' '~' ,'".'. *' REV-1607 EX AFP (03-05) 2001 JUN 29 PH I: 05 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-18-2007 STAMBAUGH 04-29-2003 70 0321934 CUMBERLAND 03135893 MABEL E CLERK OF ORPHAN'S COURT "'U~~!"")'- ,.." ,', -. I,', tv\ pJ/\ BOBBI L HOUDESHELl::-' 1'1:/-' ." ,'), r 701 SHIPPENSBURG RD BIGLERVILLE PA 17307 '1-1 -6y;o 11?;t{- Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF STAMBAUGH MABEL E FILE NO. 70 0321934 ACN 03135893 DATE 06 -18-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-30-2004 PRINCIPAL TAX DUE: 15.58 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) EREST IS CHARGED THROUGH 07-03-2007 TOTAL TAX CREDIT .00 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 15.58 INTEREST AND PEN. 3.08 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 18.66 * SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. C} IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 008930 RECEIVED FROM: HOUDESHELL BOBBI L 701 SHIPPENSBURG ROAD BIGLERVILLE, PA 17307 CONTROL NUMBER -------- fold ---------- -------- 101 I $18.66 ESTATE INFORMATION: SSN: 198-44-7865 I FILE NUMBER: 2104-1134 I DECEDENT NAME: ST AMBAUGH MABEEL E I DATE OF PAYMENT: 11/08/2007 I POSTMARK DATE: 09/27/2007 I COUNTY: CUMBERLAND I DATE OF DEATH: 04/29/2003 I I TOT AL AMOUNT PAID: $18.66 REMARKS: CHECK#1502 INITIALS: CJ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ACN ASSESSMENT AMOUNT " BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO 80X 280601 HARRIS8URG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . :INMlErut ANCE TAX STATEMENT OF ACCOUNT '* REV-16D7 EX AFP (03-05) BOBBI L HOUDESHELL 701 SHIPPENSBURG RD BIGLERVILLE PA 17307 C.".." ,",- \ f.,1):' I ',,- i,_~., I !." '.,.J 0,","" 'I"~ \_(Io-'i""'''''' \' U l . ' ~ CUi'.f'! . Pt'112: 86TE ESTATE OF DATE OF DEATH FILE NUMBER D~OUNTY 'ACN 06-18-2007 STAMBAUGH 04-29-2003 70 0321934 CUMBERLAND 03135893 MABEL E '7[1i^l'I\:nu -8 LciU IP~ i Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: NOTE: To insu~e p~ope~ c~edit to you~ account. submit the uppe~ po~tion of this fo~m with you~ tax payment. CUT ALONG THIS LINE --------------------------------------------------------------------------- -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF STAMBAUGH MABEL E FILE NO. 70 0321934 ACN 03135893 DATE 06-18-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-30-2004 PRINCIPAL TAX DUE: 15.58 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) EREST IS CHARGED THROUGH 07-03-2007 TOTAL TAX CREDIT .00 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 15.58 INTEREST AND PEN. 3.08 II IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE 18.66 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DU6 IS LESS THAN *1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR>. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. > r I I i ,I , 1-0 ...J 1'\, . 'I"4-('i) <>.;., 0.. :} & cx:~ ~ w C"; ~6 If;( :('./ u CL z LU ~. V1 ~ ~" .]... ~..N ~ <Y')'" . ;:l <Y')~ ~~~ '~ EG~ ~c:i~ Ci ~ ( EG '.~ ~ /~ .,. ~ !:i ] '/) -/ 'J - ........#J" ..0 ':J9 -f1 :) ~ )( 0 ~~~ c.J--(V'f. o v 0 :51dJ~ S -~ () <yj~$ $,1, ...,'2. v" L\:~ .,"1'-1' ',.\ n I,Jjtl~ ,,' " , 'Hdl:lO , ). I::) t>.o ri - r O C' ."ill.1 J l..J .. . ..~,; f' - (.. ,,' p- .) , /.DOZ --C6 ~' - - ::::: - - - - - .- - - - - == -= - - - -,.... <=' \1;' O. + .- )(,1 I~.I .,"1 r'" -,'I' '. ~ " " , ";.,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ ~~i~, _ ,~ ~_,~tggt-,, -INHERITANCE TAX INHERITANCE TAX DIVISION - ' 'p TWIT E M E N T O F AC C O U N T PO BOX 280601 ~- } U ~ ~ _ + ,, ,` WIRRISBURG PA 17128-0601 - °~ -• 2~Q9 Jt~~d ( 9 PM 2= 26 CLERK CF ARP?-{,d,r~`c COtiRT BOBBI L HOU ~~ ~~~'-,~~, ,~•r~ 701 SHIPPENSBURG RD - ~t`' `' ~-~ PA, BIGLERVILLE PA 17307 REV-1607 EX AFP C12-OS) DATE 06-08-2009 ESTATE OF STA,MBAUGH MABEL E DATE OF DEATH 04-29-2003 FILE NUMBER 21 04-1134 COUNTY CUMBERLAND ACN 03].35893 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CI] COURT HDUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~-1 RETAIN LOWER PORTION FOR YOUR RECOF;DS F-` REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF STAMBAUGH MABEL E FILE N0. 21 04-1134 ACN 03135893 DATE 06-08-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN LN 'fHE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-15-2008 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 15.58 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-27-2007 CD008930 3.08- 18.66 06-02-2009 SBADJUST .00 .29 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL 1)UE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 15.58 .00 .00 .00