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Home My WebLink About08-07-06 BUREAU OF INDIVIDUAL T~XES INHERITANCE TAX DIVISION' 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 (03-051 ,,- \ 1~.: ~.} DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 07-~:7-2006 HAweo 01-30-2006 21 06-0370 CUMUERLAND 100--20-7545 06122102 Amouni: Remi tted MARY J \ ' CATHERINE ~ffAWCO 81 LEE ANN CT ENOLA PA 17025 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 TRus'r ASSETS )()( DATE 07-27-2006 ESTATE OF HAWCO MARY J DATE OF DEATH 01-30-2006 COUNTY CUMBERLAND FILE NO. 21 06-0370 ADJUSTMENT BASED ON: S.S/D.C. NO. 100-20-7545 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 06122102 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 198689-45 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 11-13-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 15,141.38 0.500 7,570.69 .00 7,570.69 .12 908.48 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT I' 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 (-) 05-23-2006 CD006752 .00 1,IH6.97 05-23-2006 CD006759 .00 1,154.15 07-26-2006 REFUND .00 2,062.64- TOTAL TAX C:REDIT 908.48 BALANCE OF ,.AX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IE 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 REFI.ECTED AS A "CREDIT" (CR), Vnll MAV RI'" DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 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. --Make check or money order payable to: REGISTER OF Wll..LS, 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-13l3). Applications are available online at www.revenue.state.pa.us. any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 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 Departme,nt of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. DISCOUNT: 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. PENALTY: The 15% 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. INTEREST: 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 2006 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Vear Rate Factor Vear Rate Factor 1982 20% .000548 1988-1991 11% .000301 2001 9% .000247 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 n .000192 2003 5% .000137 1985 13% .000356 1995-1998 9% .000247 2004 4% .000110 1986 10% .000274 1999 7% .000192 2005 5% .000137 1987 9% .000247 2000 8% .000219 2006 7% .000192 --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 fifteen 05) 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 INHERITANCE TAX DIVISION 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) CATHERI M HAWCO 81 LEE ANN CT ENOLA PA 17025 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-~~7-2006 HAWeO 01-30-2006 21 06-0370 CUMBERLAND 100--20-7545 06122104 Allouni: RSllittsd MARY J 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 TRUS'T ASSETS -- DATE 07-27-2006 ESTATE OF HAWCO MARY J DATE OF DEATH 01-30-2006 COUNTY CUMBERLAND FILE NO. 21 06-0370 ADJUSTMENT BASED ON: S.S/D.C. NO. 100-20-7545 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 06122104 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 198682-45 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 09-30-2005 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 25,235.64 0.500 12,617.82 .00 12,617.82 .12 1,514.13 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT JI 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 (-) 05-23-2006 CD006759 .00 1,!514.13 TOTAL TAX CREDIT 1,514.13 BALANCE OF lAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . 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 REFILECTED AS A "CREDIT" (CR), vnll 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 made 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 CCR): 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" CREV-1313J. Applications are available online at www.revenue.state.pa.us. any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 CTT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA OepartmElnt of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601, Phone C7171 787-6505. DISCOUNT: 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. PENALTY: The 15% 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. INTEREST: 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 2006 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1988-1991 11% .000301 2001 9% .000247 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 7% .000192 2003 5% .000137 1985 13% .000356 1995-1998 9% .000247 2004 4% .000110 1986 10% .000274 1999 7% .000192 2005 5% .000137 1987 9% .000247 2000 8% .000219 2006 7% .000192 --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 fifteen CI5) 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. REV-1470 EX (6-66) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER REVIEWED BY ACN 2106-0370 06122102,06122104 Mary J Hawco SCOTT ELLISON ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above accounts have been adjusted to 50% as the accounts were established more than one year from the date of death. A refund will be forthcoming. ROW Paqe 1