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HomeMy WebLinkAbout12-02-05 BUREAU OF INDIVID~l;"(,f.~~sTi (,,::pr:F INHERITANCE TAX DIYISIb/of," 'J ....':: ,. _' __. PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . , INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS REY-1604 EX AFP (03-05) (' I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-23-2005 HESS 04-29-2005 21 05-0686 CUMBERLAND 195-20-6762 05133669 Allount Rellitted GINOR H ?n~:\ [':r' -? F) I"" ,?,: 1',.,8 l_u' ...~';" ...; _ .. GARY (': L HESS 355 STONER RD MECHANICSBURG PA 17055 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 11-23-2005 ESTATE OF HESS GINOR H DATE OF DEATH 04-29-2005 COUNTY CUMBERLAND FILE NO. 21 05-0686 ADJUSTMENT BASED ON: S.S/D.C. NO. 195-20-6762 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 05133669 FINANCIAL INSTI TUT I ON: COLUMBIA CNTY FARMERS NATL BK ACCOUNT NO. 2202418618 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 10-20-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.083 .00 .00 .00 .45 .00 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 (-) 07-28-2005 .... CD005652 .00 9.50 TOTAL TAX CREDIT 9.50 BALANCE OF TAX DUE 9.50CR INTEREST AND PEN. .00 TOTAL DUE . "- 9 50CR · 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" (CRJ, \<J'- YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J .--('lC0'"'t:i'\ r'.rr-i('~ r\r' BUREAU OF INDIVID~,I,!)I~X~!?U :.tT;\./: .,r INHERITANCE TAX DIYISICIIl.. .. _ PO BDX Z80601 .. . HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . , INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS REY-1604 EX AFP (03-05) 20:'~i -2 F~1 2: l: 8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-23-2005 HESS 04-29-2005 21 05-0686 CUMBERLAND 195-20-6762 05133672 GINOR H ,,"'-' GARY r L HESS 355 STONER RD MECHANICSBURG PA 17055 Allount Rellitted 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 (03-0S) -- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 11-23-2005 ESTATE OF HESS GINOR H DATE OF DEATH 04-29-2005 COUNTY CUMBERLAND FILE NO. 21 05- 0686 ADJUSTMENT BASED ON: S. S/D. C. NO. 195-20-6762 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INST ITUTI ON: COLUMBIA CNTY FARMERS NAlL BK ACCOUNT NO. 4000078406 ACN 05133672 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 10-01-2002 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.083 .00 .00 .00 .45 .00 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 (-) 07-28-2005 '" CD005652 .00 94.31 TOTAL TAX CREDIT 94.31 BALANCE OF TAX DUE 94.31CR INTEREST AND PEN. .00 TOTAL DUE " Q4.:'l:1f'P · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVI$}Pif'('i~~i"r:rl PO BOX 280601 : IC.l...'v"., _.' HARRISBURG PA 17128-06Ql',' ,'. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE , , INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS REV-1604 EX AFP (03-05) t1rt '"'I r'" Inil:; 0:........' . " - ~~ ill ?: L: 8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-23-2005 HESS 04-29-2005 21 05-0686 CUMBERLAND 195-20-6762 05133675 Allount Rellitted GINOR H GARY (~f HESS 355 SH1l~ERRD MECHANICSBURG PA 17055 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 11-23-2005 ESTATE OF HESS GINOR H DATE OF DEATH 04-29-2005 COUNTY CUMBERLAND FILE NO. 21 05-0686 ADJUSTMENT BASED ON: S.S/D.C. NO. 195-20-6762 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 05133675 FINANCIAL INSTITUTION: COLUMBIA CNTY FARMERS NATl BKACCOUNT NO. 5000009228 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 02-26-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.083 .00 .00 .00 .45 .00 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 DATE 07-28-2005 RECEIPT NUMBER CD005652 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 17.48 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE , · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. nY ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), 1<.1' YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) BUREAU OF INDIVIDUA,""rl,A~$-,r-r"', INHERITANCE TAX DIVISIDN~,:i:J~:\):~'!_C~) PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS (~" ~ I.... REV-1604 EX AFP (03-05) i; f -:: i Ii Z~: I: 8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-23-2005 HESS 04-29-2005 21 05-0686 CUMBERLAND 195-20-6762 05133677 Allount Rellitted GINOR H r GARY .~l HESS 355 STONI::R RD MECHANICSBURG PA 17055 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 11-23-2005 ESTATE OF HESS GINOR H DATE OF DEATH 04-29-2005 COUNTY CUMBERLAND FILE NO. 21 05-0686 ADJUSTMENT BASED ON: S.S/D.C. NO. 195-20-6762 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL I NSTI TUTI ON: COLUMBIA CNTY FARMERS NATl BK ACCOUNT NO. 5000009231 ACN 05133677 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 11-10-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.083 .00 .00 .00 .45 .00 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 (-) 07-28-2005 " CD005652 .00 103.52 TOTAL TAX CREDIT 103.52 BALANCE OF TAX DUE 103.52CR INTEREST AND PEN. .00 TOTAL DUE " 10<::.1;7('1:1 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. f<U( ( 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 FORM FOR INSTRUCTIONS.) BUREAU OF INDIVIDUAL(fM<fS-'", INHERITANCE TAX DIVISION !'.'.'.j. ':""_.1:) 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) 20';:; '; ._~ [:';1 . !:8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-23-2005 HESS 04-29-2005 21 05-0686 CUMBERLAND 195-20-6762 05133680 Amount Remitted GINOR H , GARY "L HESS 355 STONER RD MECHANICSBURG PA 17055 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 11-23-2005 ESTATE OF HESS GINOR H DATE OF DEATH 04-29-2005 COUNTY CUMBERLAND FILE NO. 21 05-0686 ADJUSTMENT BASED ON: S.S/D.C. NO. 195-20-6762 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 05133680 FINANCIAL INSTITUTION: COLUMBIA CNTY FARMERS NAlL BK ACCOUNT NO. 5000075782 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 11-26-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.083 .00 .00 .00 .45 .00 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 DATE 07-28-2005 RECEIPT NUMBER ~ CD005652 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 32.28 TOTAL TAX CREDIT BALANCE 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 $I, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) REV-147Q.EX (6-88) . , , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME INHERITANCE TAX EXPLANATION OF CHANGES GINOR HESS FILE NUMBER REVIEWED BY ACN 2105-0686 05133669,72,75,77,80 SCHEDULE ITEM NO. EXPLANATION OF CHANGES The above referenced ACN has been reduced to zero, as this account was reported on the probate return. PaQe 1 ....':-r ",r--. ['-' .~ rl",r,,- BUREAU OF INDIVIDlJAll,hnESU I.),. ';,: INHERITANCE TAX DIYISIOIt-" " PO BOX 280601 " HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 11-28-2005 HESS 04-29-2005 21 05-0686 CUMBERLAND 101 APPEAL DATE: 01-27-2006 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9~I_~~9~~_I~!~_~!~~______~___~~!~!~_~9~~~_~9~!!9~_~9~_!9~~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GINOR H FILE NO. 21 05-0686 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ?W~ re'r: _'l " . I: I ,-. .. JOHN M'EAKIN MARKET SQUARE BLDG MECHANICSBURG PA 17055 ESTATE OF HESS REY-1547 EX AFP (06-05) GINOR H TAX RETURN WAS: (X J ACCEPTED AS FILED DATE 11-28-2005 J CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets UJ (2J (3J (4J (5J (6J (7J .00 .00 .00 .00 104.00 19,672.47 .00 (8J APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax (9J UOJ 8,528.33 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 19,776.47 9.447 48 10,328.99 .00 10,328.99 NOTE: If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: 919.15 UIJ U2J U3J U4J U5J .00 X 00 = .00 U6J 10,328.99 X 045 = 464.80 117J .00 X 12 = .00 118J .00 X 15 = .00 U9J= 464.80 ~...~... (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-J 09-09-2005 CD005784 .00 464.80 TOTAL TAX CREDIT 464.80 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. !\ vN' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUG~\ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J