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