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HomeMy WebLinkAbout96-00940 . o Z , . . ..... o CD .... D .... In W \\ .,j,t. ',. COIIMONWI "llH Of III JolNS't'lIJ"NIA n[p"WIMI JolI OJ NtVt NUL IIUNIAU 01 IJolDIVIDU"l TAlliS DlPI. :AObOI 1,,,,unSIIUNG, I'" 1/1.'a'OffOI Jk.-~ 04fJ~ I :_. Ii /I INFORMATION AND TAXPAYER RESPONSE I{ NOTICE FILE ACN DATE , NO. 21-QIo-CJ4.D 96149158 10-08-96 '1.-.hI1l II'" H. TYPE OF ACCOUNT EST. OF HAZEL A WERTZ 5.5. NO. 219-03-4245 DATE OF DEATH 05-18-96 COUNTY CUMBERLAND SAVINGS CNECKING 'X: TRUST CE~T1F . PATRICIA A THOMPSON 321 BAYNTON AVE LAKEMONT ALTOO!lA PA 16602 ~EMIT PAYHENT AND FDRHS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 kEYSTONE FINANCIAL INC hu provhllld th. OIlPltrt"lInt with th. Infor..lttlon II~t.d below which has bun used In calcullltlnQ the potential tall du.. their r.cord. Indlcat. thltt at the deltth of the /tbovlI "IlClldent, you Wllre a joint owner/ben.flclary of this account, If you f..1 this Infor"ation I. Incorrect. pl.as. obtain wrlttlln correction frou the flnanclltl Institution, "ttach " copy to thl. for. and r.turn It to the above addr.... this account I. ta.able In accord"nce with the Inheritance ta. law. of the Co~.onwealth of Pennsylvania. Que.tlonl Ray b. onlw.r.d by call1nQ 11111 181'aS~/, COMPLETE PART 1 BELOW Account No. 9600222043 . . . SEE REVERSE SIDE FOR Doh 10-31-83 EstabUshed FILING AND PAYMENT INSTRUCTIONS Account Balance Percent Taxable Anount Subject to Tax Rat. Potential Tax Du. 1,504.58 100.00 1,504.58 .06 90.27 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHEHT BASED OH THIS .lOTICE 10 Inluro proper crodlt to your Itccount. two I~I capilli of this notlc. "Ult ftcco.pany your p"y"ent to the RaQls'.r of WIII._ Hake ch.ck payable to: "Register of Willi, Agent". K NOI[: If ta. pay..nts are .ad. within thr.. 131 .onthl of thll decedent'. dat. of d.ath. YOU .ay deduct a S% discount of the tal du.. Any Inh.ritance tax due will b.co.. delinquent nln. (~I .onthl after the date of death, To. x PART [!j [CHECK -1 ONE BLOCK i ONLY -' A. c=J Th. above Infor..tlon and ta. due I. correct. 1. You .ay chOOI. to r..lt pay..nt to the ReQlster of Wills with two cop Ie. of this notice to obteln a dl.count or avoid Int.relt. or you ."y check box "A" "nd return this notice to the Rogilt.r of willi and an official a".II..nt will b. I.suod by the PA Dopart.ent of Revenue. a. c:J Th. "bove a.,.t he. boen or will b. reportod and tal paid with thll Pennsylvania Inheritance tall return to be fll.d by the decedent" ropr.'lIntative. C. ~ the above Infor_atlon I~ncorroet lind/or debts and deductlonl wero peld by YOU. ~ Vou .ust co.plete PARt L!J and/or PARt ~ below. PART ~ If you indicate a different tax rate, ple.s. state your r.lationship to decedent: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE -... '"A .....-,...... .............-.-...... "~ nloo''''"'''''I "'''''IIt'wI''I''''''' u. 1. Date Established 1 2. Account Balanc. 2 3. Percent Tax.ble 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Anount Taxable 6 7. Tax Rate 7 8. Tax Due 8 ...u '^" :~: Jo::~r ,.rmJ~T It' :'.. r. ~~' I !';{" 1..1, ~~[. . ~ '-J, ('l(~' 7<; 2,.. ,3.." .-,.......,.."" "..............10,1 PAr; K 7.; z. . :, 01 ~Uv Hc, i '1 DEBTS AND DEDUCTIONS 1 2 3 4 5 6 7 8 CLAIMED LINE x PART ~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation I facts I $ and .~ to"MONWf .,111 Of III NNSVl VANIA OlIIAAIM(NI or IUVINIJI BUIfIAU Of lNDIVIDUAI 'AlCIS Du't. ,'l\OhOI IIAIfIUSftU5lG, II' 111;'S-OhOl ~~ FILE ACN DATE NO.21 961',9160 10-08-96 INFORMATION NOTICE AND TAXPAYER RESPONSE '''.,hll'''' H t\1 TVPE OF ACCOUNT EST. OF HAZEL A WERTZ 5.5. NO. 219-03-4245 DATE OF DEATH 05-18-96 COUNTY CUMBERLAND SA'IINGS i= L; r.ItECK ING f~ l~ TRUST rx: CEI;T1F. TO: PATRICIA A TAAFFE 321 BAY!lTON AVE LAKEMONT ALTOONA PA 16602 REHIT PAYHENT AND FORHS REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 KEVSTONE FINANCIAL INC hltl provldlld thll Dopllrtflllnt with thll infar"lItion Ihtod bolow which hltl bo.n ullld In clllcullltlng the potontlel tll. due. lhelr recordl Indltllte thllt at tho dAlllh of lh. abovlI docod.nt, you Wllr. a joint own.r/blln.flclllry of thil account. If you f..1 thl. inforo.tlon 1. Incorr.ct, plealo obt/lin writton corr.ctlon froo the finantllll In.tltutlon, /It tach a copy to thl. for~ and r.turn 11 to lh. above addro... this ateount Is t".lIblo in accordanco with Ihll Inh.dtanc. tlU Lawl of the Co'"~onw.lI11h of Plnnnlvllnla. Qu..tlon. flav be IInlwered by cnlllng 1111) la/-ell1. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 9600396930 Doto 05-08-93 Established Account Balance Percent Taxabl. Anount Subject to TalC Rat. Potential Tax Due 10 Insure proper credit to your /lccount. two IZI copies of thl. notlclI !lu.t accoopany your pay.ont to th. Righter of Will.. Halo.e check payable to: "Reghter of wilh, Agent... PART m 501.04 50.000 250.52 .06 15.03 TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE K HOtE: If taM pay.ent. are .ade within throe I~I nonths of the decedent'. date of death, you oay deduct a 5~ dllcount of the taM due. 'ny Inherltanc. tax dUll will b.CO.. d.llnqu.nt nln. (9) 1I0nthl after the date of dllath. T.. x r, C~~~K ] I BLOCK ONLY A. r-l the abovlI Infor.ation and tax duo is corr.ct. ~ 1. You oay choose to r..lt payoent to th~ Regist.r of Wills with two caples of this notice to obtain a discount or avoid Interest, or you !lay check box ..... and r.turn this notic. to the Regl.t.r of wills and an official a.......nt will b. I..u.d by thll PA Dopartoent of RlIvenue. B. L-J the above a,sllt has boen or will be r.portod and tnM paid with the Pennsylvanl. Inheritance Tax return to bo fll.d by tho dlcedent'. ropre..ntatJvo. C. r=J Tn. above lnforeation I. Incorrect andlor debt. and deduction. wor. paid by you. You !lust coeplete PIRT ~ andlor pAR' ~ below. PART ~ If you indicate a different tax rat., ple.s. stat. your relationship to decedent: OFFICIAL USE ONL V 0 AAF PA DEPARTME!lT OF REVENUE -... .,,^ ;\i::it.:~i. ..............-.-....... Ci' "'''''1'1,.''''.",..''',.. 1. Date Established 1 2. Account Balance 2 3. Percent Ta)lable 3 4. Anount Subject to Tax 4 S. Debts and Deductions 5 .. AllIount TallCable . 7. Tax Rate 7 8. Tax Due 8 iA~ ON ..~i:,::rr,'i~tiSi ;...CC~uNi:# i Au 1 2 K 3 4 5 6 X 7 8 DEBTS AND DEDUCTIONS CLAIMED LINE PART f3i DATE PAID PAVEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Lino 5 of Ta_ COIllPut.tionJ $ fach I '.Id II 111.11) "In .r.".... .,..ff, 7U'Kh,.\I Uuirf. 'J'E J9'JSto 1!J1..1 A"enllon. TIC :140 Z;p Cod. . .,., '0'. '00 &.~-- ] ( \ . . ~ 7- -:~ ' PA DEPARTMENT OF REVENUE (iYt BUREAU OF INDIVIDUAL TAXES I/~ INHERITANCE TAX DIVISION DEPT 280601 HARRISBURG PA 17128.0601 1,"111,"(".11,,1,11"1,11",,11"11,,""11,1"11 -~..- ,- .,-t..... . ~*'i , , '~'. ~, , r. . J "... , 1',,' . ~ L" l.i l' '. . ." .1 . . . , , \ ...., .< .. ..' . , l,'O ~. .-''''' .' I . J :-. \. \:~ " . . " . _ _ t -....,..,...-.. .. ~~ t. - !;,. "1.~-,- .p',I,"a,u .q ,'M ,un,ul 'luoIHPS* 'nuOH ~, ua ~ .,.p uo"I,~a ,.....,uf ~, "1"1 lpel ., ,ut.Ald'l .,ut.......~,'O .,Ip 14' puoAIq 'AIP (51) UN"H 0' uoU1,"a,n ,'UI,ul U8 ,a.uu H'" ,uenbult.p uIfOalq .11 Mil "'''1 ..-n'" .al\oH AU'f.~ BO~VJ IS3B31NI A1IVO X lN3nbNI13D SAVO JD B39WnN X DIVdNR XVI JD 3JNY1V9 . IS3B31NI l"lOOO' ~. l"'~S"' Z61000. Xl "6'~f661 "ZOU' ~. Z661 'OSDDO' 7.H '"'-IV61 nZOOO' ~. 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'11PI..3 .Il V '0 pun,l" , 1 C as~) QHnJ31:l .1N]:)' '5111" JD ttl1St'3t1 101 .tqeA8d J'P"O AIUGI ~O ,,3Iq~ 'If'IW.'' "PII .U.A'" ~I uo PIIUIJd 'Ill" '0 ~"11D'1:I .ql 01 1UI.Ald ~noA ~ll" 'I,qnl put .3110N 'lql '0 uoll..od dOl '~1 ~3V"0 11NlWA'd .lO~16 UOtl3'S .S'd liJ .5661 ,0 lZ law 'la, .11 'le113 pue '3UI1101'~1 '~I ,0 O~IZ uOlla.s '0 IIU'.'''InbeJ .q, Itl,'h' 01 13:Jll0H .:10 3S0dHfld ;~_I 1') I '/I .if *' COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE L/ BUREAU OF INDIVIDUAL TAXES INU(AltAHC[ Tn DIVISION D(PT. ZI0601 ttARRlSIURC, PI 17118-U.OI NOTICE or INNERITANCE TAX APPRAISEHENTl ALLOWANCE OR DISALLONANCE Dr DEDUCTION.. AND ASSESSHENT OF TAX ON JOINTLY IlELD OR TRUST ASSETS ....Ih. II ", 111.111 RICHARD T 321 BAYNTON LAKEMONT ALTOONA SOCEY DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-13-97 WERTZ 05-18-96 21 96-0940 CUMBERLAND 219-03-4245 96153420 Altount ReMitted l HAZEL A r- PA 16602 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 ~ R:iy:isiia-E"x-"Fji-ioi-:ij7i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-13-97 ESTATE OF WERTZ HAZEL A DATE OF DEATH 05-18-96 COUNTY CUMBERLAND FILE NO. 21 96-0940 TAX RETURN WAS, S.S/D.C. NO. 219-03-4245 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96153420 FINANCIAL INSTITUTION, KEYSTONE FINANCIAL INC ACCOUNT NO. 9600249303 TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE DATE ESTABLISHED 03-06-86 Account Balanca Parcant Taxabla X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1.515.74 0.500 757.87 .00 757.87 .06 45.47 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 ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE o IF PAID AFTER TillS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 0 ( IF TOTAL DUE IS LESS TNAN II. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FDRH FOR INSTRUCTIONS. I .00 45.47 2.75 48.22 INTEREST IS CHARGED THROUGH 10-21-97 AT THE RATES APPLICABLE AS OUTLINED ON REVERSE SIDE OF THIS FORM THE 'pe.'ln'I':>> eq .,... ,,,,,,,,ul I'ual"~ 'UIIDH ~n uo UfNMfI '.." uaU',MM:>> '''''''''1 ~I ....u. ~. '1 ,UMA.d II ............. Mtl '0 "'P ~n puouq .A.p (il) u..I'I' 01 UD,,'ln:>>I':>> 1"""lul UI ':>>11"" IIIR .uenbufllP ...o:>>eq .'1 Mtl ....,.. Pin,,' ':>>I'DH AUf-- 80~V4 1S3831NI A11va X IN3nbN1130 SAVD 40 83uwnN X DIVdNn XVI 40 3JNV1VU . 1S3831NI 1"'0110' n pe"ln:>>lu ., ........UI.. 1'11000' 7.b 1661.~'61 "aooo. 7.01 "'I l610oo' 7.l Wt6t-U61 'UOOO' 7.11 U61 l\IlOoo. 7.b ...1 10'000' 7.1\ ""I IOfOOO. 7.11 Ut61-"'1 .IUOO' 7.91 nu l\IlDoo' 7.' ll6t '''~OOO' 7.0' llftl "'O'Uj 1"""1"1 AII'O 'I'~ '''''''lul ""A ",ol:>>"j III""IUI AII'O "'at 11I""lul ...." I'''' 1661 4Ono"41 Z"I "0' "1'''' I"""IUI 'lqI:>>lldd. MtJ 'InuI^.at'O IU"I",ld.O Wd I~I Aq p.:>>unouue .1.... I.~. ~IIR .....A "'PU'I':>> 01 .....A ....PUlI.:>> '0'" A",A III" ~:>>I4R '11" . 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PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-Eii:isira-E)f-"FJJ-io:r:ij7i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-13-97 ESTATE OF WERTZ HAZEL A DATE OF DEATH 05-18-96 COUNTY CUMBERLAND FILE NO. 21 96-0940 TAX RETURN WAS, S.S/D.C. NO. 219-03-4245 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96153411 FINANCIAL INSTITUTION, KEVSTONE FINANCIAL INC ACCOUNT NO. 9600396933 TVPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 05-08-93 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tex Rate X Tax Due 4,509.32 0.500 2.254.66 .00 2.254.66 .06 135.28 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 ABOVE ADDRESS. MAKE CHECK OR MONEV ORDER PAVABLE TO, "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT DATE DISCOUNT (t) INTEREST/PEN PAID (-) AMOUNT PAID RECEIPT NUMBER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE o IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 0 I IF TOTAL DUE IS LESS TitAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. 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