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Home My WebLink About07-28-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 019484 DOLORES J MCALISTER 208 E CUMBERLAND RD ENOLA, PA 17025 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------ cola ---------- 13117143 $24.68 ESTATE INFORMATION: SSN: FILE NUMBER: 2114-0196 DECEDENT NAME: MCALISTER ROBERT G DATE OF PAYMENT: 07/28/2014 POSTMARK DATE: 07/25/2014 COUNTY: CUMBERLAND DATE OF DEATH: 03/14/2013 TOTAL AMOUNT PAID: $24.68 REMARKS: CHECK# 5103 INITIALS: DMB SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS Dolores J. McAlister 208 E. Cumberland Road Enola, Pennsylvania 17025 RESTISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE, PA. 17013 RE: JAY A. McALISTER, INHERITANCE TAX Dear Sir or Madam: I am enclosing pertitnent copies with regard to my son's inheritance tax referencing my estate. His name was put on my account after the death of his father. The enclosed documents support my statement. At 80 years old I am paying a bill on a tax for my son which neither one should be obligated to pay. Please credit this account as paid in full. #131.1.7143/FILE #21 14-01.96. This is so wrong, but I'm to old to fight for $24.68. Sincerely, Dolor cA ester o for Jay A. McAlister =D C July 25, 2014frelephone: 71.7-732-1646 r '' _ co } c; OC i _n — !7 C-n ��o V -T Bztnk Name.,and# 01 Susquehanna Bank____ - _.___ Branch# 103 Date 4/17/13 Primary.Customer Tax ID Number „ .User ID _KJOR2202g7 Customer Special Request B10 Rev.211112013 Customer's Name DOLORES MCALISTER CIF#(s) MAB4092 1 ❑ADDRESS CHANGE ❑ Primary(no account number needed) ❑ Include enclosures with duplicate statement copy ❑ Alternate Acct# (enclosures will not be included in nmary statement ❑ Duplicate Acct is �_ ❑ Seasonaltar Date❑ Duplicate statement-list address below Fee for service .. Start Dale Stop Date :... :..... ❑ Roll for next season Change Mailing Address from: Change Mailing Address to: If P.O.Box,list physical address here: Home Phone Home Phone Business Phone ji Business Phone 2 ®ADD NAME (POA note:Signatures are not required,but must be supported by POA documentation.) __2a.Acknov-dedgement of Account Owner(s) _ Acct# Tvpe Relationship_ ' By signing you are authorizing the person named 10007889651 D N Joint D'POA ❑ _ below to be added to the account(s)listed at right. \'�('}�j ❑Joint❑POA ` ❑Joint❑POA ❑ Person to be added: BETH A MCALISTER ❑Joint POA ' N of added p 2q9-26.3813 _ - ❑Joint POA ❑Joint U POA �-k-1-"Del\1 'POA appointments must be supported by a Power of Attorney k exis69-a nt ow must sign. Date document,either externally or internally executed. POAs must J have a completed Customer Agreement and provide C.I.P. compliant Identification. if an external POA is not supplied, nat i . In c nt sign.) to customers may execute the B26 internal bank POA appointment. 2b.Ac k Bement of Add d Person Customer Agreement must be completed'd one is not on file,and proper ID must be provided.) B dmowledge t t yov are b ' ded to the account(s)listed In the preceding section. r -t CIF#of added person: MBE1139 Si nature Date 3® RE AME (Signatures require in this section) Tax n Number moved: ROBERT- 8 MMCALISTER From ocoount(s): 10007889651 3a.Acknowledgement of Removed Person(s): By signing 1 Other considerations: acknowledge that 1 wish to have my name removed from the Removing a name from an account may affect other services,such aocount(s)listed above. as ATM or Visa Check Cards, electronic payments or debits, direct deposits, sweeps to lines of credit or other accounts, or combined X _ statements. Checks should be reordered,if applicable. Signature Date 3b.Acknowledgement of Remaining Owner(s): Ilwe ackno g at the person lis6'd, Jbove Is being removed from the account listed above,aqd that I/we will remain on th ocount. Uwe authodze ny the ed before this to to be paid for any of the men authorized o igners. fDale p p.�- i Printed N Date 4❑OTHER X X Signature&Printed Name Date Signature&Printed Name Date BANK USE ONLY ❑Exception Signature: X Printed Name and Title: Date 4 Send completed forth in the Account Services blue bag. INHERITANCE TAX RECORD ADJUSTMENT Pen11S�/LVdt118 BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENTOF REVENUE __ INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 07-17-2014 ESTATE OF MCALISTER ROBERT G DATE OF DEATH 03-14-2013 FILE NUMBER 21 14-0196 COUNTY CUMBERLAND JAY MCALISTER SSN/DC 509 W CUMBERLAND RD ACN 13117143 E NOLA PA 17025-2514 Amount Remitted � . Gl� MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS 4--- REV-1604 EX AFP (12-133 ■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE: 07-17-2014 ESTATE OF: MCALISTER ROBERT G DATE OF DEATH: 03-14-2013 COUNTY: CUMBERLAND FILE NO. : 21 14-0196 S.S/D.C. NO. : ACN• 13117143 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION : SUSQUEHANNA BANK ACCOUNT NO . : 10007889651 TYPE OF ACCOUNT: ( ) SAVINGS ( X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-17-2010 Account Balance 3,228.92 NOTE: TO ENSURE PROPER CREDIT TO YOUR Percent Taxable X 0. 166 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 538. 16 OF THIS NOTICE WITH YOUR TAX Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 538. 16 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due 24.22 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 08-01-2014 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 24.22 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .46 TOTAL DUE Pe. Apt IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this notice and submit with your payment mad. payable to the name and address printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND (CR): 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 from the Department's web site, www.revenue.state.Pa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA-17128-0601, or call (717) 787-6505. DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percentdiscount of the tax paid is allowed. PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assesmd, and not paid before Jan. 19, 1996, (the first day after the end of the tax amnesty period.) INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day from the date of death to the date of payment. Taxes which became delinquent before Jan. 1, 1982 bear, interest at the rate of _ six percent per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after Jan, 1, 1982 will bear interest at a rate which will vary from year to Year with the rate announced by the PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania Deptartment of Revenue Web site www.revenue.state.P..us. The applicable interest rates for 2000 through 2014 are: - - Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 8% .000219 2001 9% .000247 2002 6% .000164 2003 5% .000137 2004 4% .000110 2005 57 .000137 2006 7% .000192 2007 BY .000219 2008 7% .000192 2009 BY .000137 2010 4Y .000110 2011-2014 3Y .000082 Interest is calculated as follows: INTEREST - BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the assessment. If payment is made after the interest computation date shownon the notice, additional interest must be calculated. `9o&w .7. Afza ete% 208 E. eumbe%tansl 9to" £noes, Ym 17025-2519 gdephone 717-732-1646 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION P. O. BOX 280601 Harrisburg, PA. 17128-0601 RE: Inheritance Tax Account #1.31 17142 — Appealing 3/3/2014 _ Dear Sir or Madam: I am enclosing information for your pursual pertinent to the above inheritance tax, referencing the additional names of my two children to my checking account on April 17, 2013, for the sole purpose in the event I would be incapacitated for any reason my children could access my checking account to pay my household expenses. My husband Robert was declared dead and removed from our joint account on the above date. Date of Death — March 14, 2013.. The amount of$3,228.92 represented my April 1, 2013. Widow's Annunity Check. It was not given as an inheritence to either child, but used for my living expenses. Sincerely yours, Dolores J. Mc lister •.y•C m VC)M 3 ' r A r y.. "ltl 4 rCN ' t N � i0 R1 � (on v N vi C� WAN t i t i a t4 , 1 —