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Home My WebLink About01-17-95 -- ~ REV-1607 EX AFP (1-91) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ACN 102 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 01-17-95 ESTATE OF PRICE DATE OF DEATH 07-15-78 ESTELLA NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: , FILE NO. 21 78-0532 COUNTY CUMBERLAND SPENCER G NAUMAN JR ESQ PO BOX 840 HBG PA 17108 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 [ Amount Remitted J CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ REV: 1 6cfi -eY AFP- - (i:9'l) -- - -- - ...-INHE-riiTANcE--TA;C-sTA YEMENY-liF-ACC-ouNY-- ...______________ __ _ _ _ _ __ ESTATE OF PRICE ESTELLA FILE NO.21 78-0532 ACN 102 DATE 01-17-95 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 PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-07-94 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE: 725.92 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 10-08-92 XA742474 54.93- 790.00 12-15-94 REFUND .00 9.15- TOTAL TAX CREDIT 725.92 BALANCE OF TAX DUE .00 INTEREST .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 * SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE 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 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. All payments received shall first be applied to any interest which may be due with any remainder applied to the tax. 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 at the Office of the Register of Wills, any of the 24 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: NEW IN PENNSYLVANIA 1-800-362-2050, outside PennsYlvania and within the local Harrisburg area (717) 787-8094. DISCOUNT: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601, phone (71 n 787-6505. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. 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 (6%) percent per annum calculated at a dailY rate of .000164. All taxes which became delinquent on and 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 1995 are: REPLY TO: INTEREST: ~ Interest Rate DailY Interest Factor ~ Interest Rate Daily Interest Factor 1982 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .000301 1984 11% .000301 1992 9% .000247 1985 13% .000356 1993-1994 7Y. .000192 1986 10% .000274 1995 9% .000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAlLY IN-TEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) 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. ,,~. .I I., / (J...) / /o-/J?J'-7 ~V-lS47 EX AFP (08-94w COMltONWEAl TH OF PENNsYLVANIA DEPARTItEHT OF REVENuE: BlRAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ACN 102 ESTATE OF DATE OF DEATH 07-15-78 DATE 11-14-94 CUMBERLAND CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEWiS4'nX-AFP-fiii-:94YiiiiiTYCe-Oj;-riitieifiTAiii:Ti'JiiniPPiiAYseiiENT~--A[loiiANCE-oR------------ _____ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PRICE ESTEllA FILE NO. 21 78-0532 ACN 102 DATE 1I-14-94 FILE NO. COUNTY NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: SPENCER G NAUMAN JR ESQ PO BOX 840 HBG PA 17108 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 [ AlIOUnt R...t Hed TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held Stock/Partnersh.tp Interest (Schedule C) (3) 4. Mortgege./Notes Rece.tveble (Schedule D) (4) 5. C.sh/Benk o.po..tts/M.tsc. Personal Property (Schedule E) (5) 6. ~o.tntly Owned Property (Schedule F) (6) 7. Tren.fers (Schedule G) (7) 8. Total A.sets ( ) CHANGED 12.134.74 .00 .00 .00 .00 .00 .00 (8) 12,134.74 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expense./A~. Costs/M.t.c. Expense. (Schedule H) (9) 10. Debts/Mortgege L.tab.tl.tt.te./L.tens (Schedule I) (10) 11. Total DeducUons 12. Net Value of Tax Return 13. Char.ttable/Governeental Beque.t. (Schedule ~) 14. Net Value of Estate Subject to Tax 36.00 .00 (11) (12) (13) (14) 36 nn 12,098.74 .00 12.098.74 NOTE: I~ an as,.s...nt was issued previously. lines 14. IS and/or 16. 17 and 18 will reflect ~igures that inclUde the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aaount of L.tne 14 at SpOu.al rate (15) 16. Anount of L.tne 14 taxeble at L.tneal/Cla.. A rate (16) 17. Anount of L.tne 14 taxable at Collateral/CIa.. B rate (17) 18. Pr.tnc.tpal Tax Due TAX CREDITS: PAYMENT DATE 10-08-92 . 00 X . 00: 12,098.74 x.06: .00x.15: (18) .00 725.92 .00 725.92 RECEIPT NUMBER XA742474 DISCOUNT (+) INTEREST (-) 54.93- AMOUNT PAID 790.00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 735.07 9 . 15CR .00 9 . 15CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) j ."""..,,"', ,...... .. _" ..,... ~ ., ....,. _, ... "" __ if _ ....... ,...n" ,. ... ...... ,. ,,~...,.... ,. .......,~ ., ~l""" .. "... . ,.."......' .....,.,.".. .. ... -' ...., ... ",'n"~ .. - ....,. .., life or for year., th8 C~alth h8rgby expre..lY re..rve. th8 right to apprai.e and a..... tran.fer Inheritance Taxe. at th8 laNful CIa.. B (collateral) rate on any such future intere.t. PURPOSE OF .,,,,,, '" ..iflU ... .....',-" .. ......~ "'. .. ... ,...',- .... ,..... ,.. "'. ,., " .. ,,,,. " ..,. s.ction Z140. .,,,,,,,. ...... ... ,.. ..','~ .. ",. ..".. .... ....', .,,, ...' ......' .. ... ...,..., .. .",. .',.... ~ ... ,...,.. .,... --Make ch8Ck or goney orar payable to: REGISTER OF MILLS. AGENT All pa~t. received shall fir.t be applied to any intere.t which aay be du8 with anY reaainder applied to the tax. """" ",,,. , ....... .. . ... .,"". ...,.. ... .., ,_.... ~ ... ,.. .....m. _ .. ,_.... " -""'" ~ '-"""~ for Refund of Penn.ylvania Inheritance and E.tate Tax" (REV-1313). Application. are available at the Office of the Regi.ter of Will., any of th8 Z3 Revgnug Di.trict Office., or by calling th8 sp8Cial Z4-hour anSW8ring serviC8 ~r. for for.. ordering: In penn.ylvania 1-800-36Z-Z050, out.ia penn.ylvania and within local HarrisbUrg area (717) 787-8094, TODt (717) 71Z-ZZSZ (Hearing Igpaired Only). """..... ... ..'" ,. ,...,.., .., .."..,,, .,,, ... ...,.......,. ."...... " .,.."...... .. ....."~.. " .......~, of tax (including discount or intere.t) a. shoWn on this Notice gu.t object within .ixty (60) day. of receipt of this NotiC8 by: __.,"'~ .,...., .. ... ., ....,....' .. ........ ...,. .. .....,.. ",". """. .."',,"',, ., "",_,.". .R --election to have th8 .atter ater.ined at audit of the account of th8 personal repre.entative, OR --appeal to th8 Orphan.' Court. Factual error. discovered on this a......-nt shOUld be addre..ed in writing to: PA Depart8ent of Revgnug, Bureau of Individual Taxe., ATTN: Post A.....gent Review Unit, DEPT. Z80601, Harrisburg, PA 171Z8-0601 PhOne (717) 787-6505. Sa8 page 3 of th8 bOOklet "In.truction. for Inh8ritance Tax Return for a Re.ident u.ced8nt" (REV-1501) for an explanation of ad8ini.trativelY correctable error.. If any tax due i. paid within thr.. (3) calendar gonth. after th8 d8Ced8nt's death, a five percent (5~) discount of th8 tax paid is allowed. Intere.t i. charged beginning with first day of delinquency, or nine (9) gonths and one (1) day fro. th8 date of death, to th8 date of pa~t. Taxes which beca88 alinquent before JanUary 1, 198Z bear intere.t at the rate of six (6~) percent per ~ calculated at a daily rate of .000164. All taxes which bees.. delinquent on and after JanUarY 1, 198Z will bear interest at a rate which will varY frog calendar year to calendar year with that rate ~ by th8 PA Depart8ent of Rev_. Th8 applicable interest rate. for 198Z through 1994 are: Vear Intere.t Rate DailY Intere.t Factor ~ Interest Rate DallY Interest Factor 198Z ZO~ .000548 1986 10~ .000Z74 1983 16~ .000438 1987 9~ .000Z47 1984 ll~ .000301 1988-1991 ll~ .000301 1985 13~ .000356 199Z 9~ .000Z47 1993-1994 n .00019Z --Interest is calculated a. followS: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice i.sued after th8 tax bgcoM' alinqugnt will reflect an interest calculation to fifteen (15) daY' beYond the date of th8 a....S88flt. If payMnt i. gad8 after the intere.t cggputation date shOwn on th8 Notice, additional intere.t .ust be calculated. ADMIN ISTRATIVE CORRECTIONS: DISCOUNT: INTEREST: