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Home My WebLink About05-02-07 I \, M <:> r-- "e ( ........... ('el L I L__ ~ II!) I ~ .... f- a - - ,- _. ~ -. - -- ....... - - ,:-.! rn 1:') f';'1 " ". . f') . .,-1 I'') f. .,"/ ......... ... ~" - - - - '- - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LARSON BOBBETTE L 826 ACRI ROAD MECHANICSBURG, PA 17050 -------- folel ESTATE INFORMATION: SSN: 191-18-3999 FILE NUMBER: 2107-0151 DECEDENT NAME: HAKE ELNORA E DATE OF PAYMENT: 04/04/2007 POSTMARK DATE: 04/04/2007 COUNTY: CUMBERLAND DATE OF DEATH: 02/03/2007 NO. CD 007972 ACN ASSESSMENT CONTROL NUMBER AMOUNT --_.- 07113352 I $1,122.07 07113353 I $114.1 8 I I I I I I I TOTAL AMOUNT PAID: $1,236.25 REMARKS: CHECK# 5313 SEAL INITIALS: CJ RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) BOBBETTE LARSON 826 ACRI RD MECHANICSBURG PA 17050 DATE 04-30-2007 ESTATE OF HAKE ELNORA E DATE OF DEATH 02-03-2007 FILE NUMBER 21 07-0151 COUNTY CUMBERLAND SSN/DC 191-18-3999 ACN 07113352 APPEAL DATE: 06-29-2007 (See reverse side under Objections) Amount Re.1tted I I 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 +-- REY=is4i-EX-AFP-C03=Os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-30-2007 ESTATE OF HAKE ELNORA E DATE OF DEATH 02-03-2007 COUNTY CUMBERLAND FILE NO. 21 07-0151 TAX RETURN WAS: S.S/D.C. NO. 191-18-3999 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07113352 FINANCIAL INSTITUTION: COMMERCE BANK ACCOUNT NO. 616119534 TYPE OF ACCOUNT: DATE ESTABLISHED ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE 09-08-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 49,869.82 0.500 24,934.91 .00 24,934.91 .45 1,122.07 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." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 11-04-2007*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 1,122.07 INTEREST AND PEN. .00 TOTAL DUE 1,122.07 * 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. } COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 07 - 0 151 07113352 03-28-2007 REV-1543 EX In (09-00> EST. OF ELNORA F HAKE S.S. NO. 191-18-3999 DATE OF DEATH 02-03-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT liJ SAVINGS o CHECKING o TRUST o CERTIF. BOBBETTE LARSON 826 ACRI RD MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMMERCE BANK has provided the Departunt with the infoNOation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infoNOation is incorrect, please obtain written correction frOM the financial institution. attach a copy to this forM and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the ComMonwealth of Pennsylvania. Questions May be answered by ::lling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 616119534 Date Established 09-08-2005 To insure proper credit to your account, two (2) copies of this notice Must accoapany your payMant to the Register of Wills. Make check payable to: "Register of Wills. Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 49,869.82 50.000 24,934.91 .15 3,740.24 TAXPAYER RESPONSE NOTE: If tax pay.ents ara Made within three (3) Months of the decedent's date of death, you .ay deduct a 5X discount of the tax due. Any inheritance tax due will beCOMe delinquent nine (9) Months after the date of death. x PART [!] [CHECK ] ONE BLOCK ONLY A. r=J The above information and tax due is correct. 1. You May choose to reMit pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you May check box "A" and return this notice to the Register of Wills and an official asseSSMent will be issued by the PA Depart.ent of Revenue. B. r=J The above asset has been or will be reported and tax paid with tha PennSYlvania Inheritance Tax to be filed by the decedent's representative. C. ~The above inforMation is incorrect and/or debts and deductions were paid by you. You Must COMPlete PART ~ and/or PART ~ below. return ,- \~~d? PART If you indicate a differen~t~te~ase state your ~ relationship to decedent:~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS lINE 1. Date EstabliShed 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 C-lt1 ~9 - %) ?4~J~\ '6~ Ll ').:1. ~ PART ~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) * c perjury. I declare that the facts I my knowledge and belief. NIIMRI=~ HOME WORK TI=I I=PI.InNI= COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) BOBBETTE LARSON 826 ACRI RD MECHANICSBURG PA 17050 DATE 04-30-2007 ESTATE OF HAKE ELNORA E DATE OF DEATH 02-03-2007 FILE NUMBER 21 07-0151 COUNTY CUMBERLAND SSN/DC 191-18-3999 ACN 07113353 APPEAL DATE: 06-29-2007 (See re1lerse side under Objections) A.aunt Re.1tted I I 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 +-- REY=is4S-EX-AFP-C03=Os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-30-2007 ESTATE OF HAKE ELNORA E DATE OF DEATH 02-03-2007 COUNTY CUMBERLAND FILE NO. 21 07-0151 TAX RETURN WAS: S.S/D.C. NO. 191-18-3999 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07113353 FINANCIAL INSTITUTION: COMMERCE BANK ACCOUNT NO. 513172536 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS oc:) CHECKING (HRUST (HIME CERTIFICATE 09-08-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 5,074.68 0.500 2,537.34 .00 2,537.34 .45 114.18 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." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 11-04-2007*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 114.18 INTEREST AND PEN. .00 TOTAL DUE 114.18 · 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. ) COMMONWEAL TH OF -PE"NHSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280&01 HARRISBURG. PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 07 - 0 151 07113353 03-28-2007 RO-IS43 EX AFP <G'-OO> EST. OF ELNORA F HAKE S.S. NO. 191-18-3999 DATE OF DEATH 02-03-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS Ii] CHECKING o TRUST o CERTIF. BOBBETTE LARSON 826 ACRI RD MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMMERCE BANK has provided the Deparbent with the infoNlation listed below which hIlS been used in calculating the potential tax due. Their records indicate that at the death of the above decedent. you were a joint owner/beneficiary of this account. If yoU feel this inforaation is incorrect. please obtain written correction froa the financial institution. attach a copy to this fONl and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COIlaonwealth of PennsYlvania. Questions aavbe answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 513172536 Date Establlshed 09-08-2005 To insure proper credit to your account. two (2) copies of this notice aust accOllpanv your payment to the Register of Wills. Make check payable tOI "Register of Wills. Agent". x 5,074.68 50.000 2,537.34 .15 380.60 NOTE. If tax payaents are aade within three (3) aonths of the decedent's date of death. you aay deduct a 5X discount of the tax due. Any inheritance tax due will becOlle delinquent nine (9) aonths after the date of death. Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potentlal Tax Due x PART [!] [CHECK ] ONE BLOCK ONLY A. c=J The above inforaation and tax due is correct. 1. You aey choose to r..it payaent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest. or you aay check box "A" and return this notice to the Register of Wills and an official essessaent will be issued by the PA Department of Revenue. 8. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ~be filed by the decedent's representative. C. ~The above inforaation is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX LINE If you indicate a dlfferen~r~ase state your relatlonshlp to decedent: ~ RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS T. Date Establ:l.shecf C 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductlons 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 S-ol~J~ <i ;15 ~~;~ ~ '53'1. ~c.f f:fU~ "q \ PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on line 5 of Tax Computatlon) * perjury, I declare that the facts I my nowledge and bellef. have reported above ara true. correct and HOME (1X"'\) 1~(G~6 WORK ( ) TJ:IJ:Pl4nNJ: NIIMRFR ..:f-~(\ 1 DATE ~1 2430 ~3f72~ ^" \;l~':_2::~- - 17050 ""\ :v ~'t:. ~ ~~ ~~___ $ \OVJ). - nkb V\ ~ - 1 ~ -:-~-;OlLARS tn c~~~w ~v MEMO 0 " \.s~~~'%} . .: 21. ~08 ~ 2 ~ 71: 500 ~a 7 20 211 BOBBETTE LARSON GARY LARSON 826 ACRI RD. MECHANICSBURG, PA 5313 M'