HomeMy WebLinkAbout07-09-07 (4)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B060l
HARRISBURG, PA l7l2B-060l
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 bl 0\#\3
07127703
06-20-2007
REV-1543 EX AFP (09-00)
TYPE OF ACCOUNT
EST. OF FLORENCE S MONTIJO D SAVINGS
S.S. NO. 183-16-9805 0 CHECKING
DATE OF DEATH 05-03-2~7 g D ,[~ST
COUNTY CUMBERLAND~~ ;:: lil, ~~~TIF.
REMIT PAY.~~D F~S Tdi} .~~
REGISTER OF =w$ts , ':'--1 ~r'-~
CUMBERLAND <SQ ~T lI8USL.) C:J
CARLISLE, P4:;'~13 C)c-:;
'-)00 -0 .. i....'
0.1::Jt -,'!
L- . C)
~ ~~: p;
.c:-
LINDA C BEATY
205 W MAIN ST
SHIREMANSTOWN PA 17011
-
PSECU has provided the Department with the info~ation 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 information 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.cal~ing (7l7) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0183169805
Date
Established
09-22-1999
To insure proper credit to your account, two
(2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable tOI "Register of Wills, Agent".
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
PART
[!]
x
16,556.14
50.000
8,278.07
.045
372.51
TAXPAYER RESPONSE
NOTE I If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5X discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
x
A. c:l The above information and tax due is correct.
1. You may choose to remit payment 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 Department of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. c:l The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
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.
OF
1
2
3
4
5
6
7
8
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
[!]
DEBTS AND DEDUCTIONS CLAIMED
5 of Tax Computation)
.
facts I
have reported above~re true, correct
HOME (]/7) 7~7 7Z67~
WORK () (e._O;1
TJ:I J:p...nNJ: NIIMRJ:1:l AT
HfH';':'>i;I'..;lIMU~\;t b;.^f"1-.MU"~W " Us.;....~ n
~1lI111m!1 E1mmI~1.!m!mI1!I1m!1M
02/16/07 1
03/09/07
03/09/07
02/16/07 1
03/09/07
03/09/07
3 E Destruction Of Lesion Fir 17000 702.0
Medic DEDUCT Pa~ent
Accept Assign Adj.
3 E Destruction Of Lesions 2- 17003 702.0
Medic DEDUCT Pa~ent
Accept Assign Adj.
63.21
0.00
-4.09
59.12*
61.38
0.00
-23.34
38.04*
(U-rlj S~(
'""
~~,
dv ,?l;> ?t.,.
r \ () t 01
~ y
ill t<
E-This bill applied against your deductible. You are responsible to pay us.
,lAKE
CRUMAY PARNES ASSOCIATES, INC
104 ERFORD ROAD
CAMP HILL, PA 17011
PAT# I-FLORENCE S MONTIJO PRV# 3-BARTON, JOHN 0., M.D.
Ph: (717) - 7
Acct/J: 23402
Date: 05/30/07
Page 1 of 1
<-A
Robert L. Mannal
6925 Frankford Avenue
FUN ERA L H 0 M E, INC.
Janice H. Mannal
SUPERVISOR
215-624-8989
Fax 215-624-9022
Mrs. Linda C. Beaty
205 W. Main Street
Shiremanstown, PA 17011
Services Rendered For: Florence Anna Montijo
Professional Services
Baron, 20ga, Basic
Facilities & Equipment
Automotive Equipment
Merchandise
Cash Advances
Grave Opening
Newspaper Notices
Certified Copies of the Death Certificate
Clergy
Flowers
Total Cost
Payments
May 17,2007
Madison National Life Ins. $
Co.
Linda C. Beaty $
Linda C. Beaty $
May 30, 2007
June 11,2007
Total Due:
$
$
$
$
$
$
$
$
$
$
$
1,400.00
258.91
30.00
150.00
428.00
$
$
5,803.74
Philadelphia, P A 19135
June 12, 2007
2,410.00
1,165.00
590.00
845.00
65.00
2,266.91
7,341.91
7,341.91
$ 0.00
rxJ f1iJ rJli- (JOt] )
Discover More Card Account Summary
IllllliiiiCardmember since 1997 Closing Data: May 23,2007 page 1 of 3
= ,Account Number 60 11 0023 .4073 8616 Previous Balance $1 ,018.62
ili!i& ;Payment Due Date June 22, 2007 Payments And Credits 1,032..49
IIIIIIiiii Minimum Payment Due $15.00 Purchases + 651.7.4
==ri Credit Limit $10,000.00 Cash Advances + 0.00
!!!!!! Credit Available $9,362.00 Balance Transfers + 0.00
Cash Credit Limit $5,000.00 ~ a-g.. + 0.00
= Cash Credit Available $5,000.00 New Balance = $637.87
= , 1A s .t.( 'C".. I You may be able 10 avoid Periodic Finance Cha~ ~ the_
.'7 P~6~ 3D2,s' INl2bJ)\\b~~ve;;;t~3~i~4 JN/~f ~_L--
!!!!!!!!!l
_\Cashback Bonus. Opening Cashback Bonus Balance $ 24.53
ill " New Cashback Bonus Earned + 6.38
!!!!!!!!!l "" Cashback Bonus Balance & Ip/Jp7 f ~:Zc\
-iii_'CaMl~il80nwdll SincaAnniversary om.. Available to Redeem
,of June 23: $52.46 \ ~ ~?1 o-A.
==. I.' 10 / tLU(/~'Y'(J~ ~"L,
~ CONGRATUlATIONsi..your Cashback \f \ ~ v t:~ :
!i!!!!!i!! Bonus(R) is waiting ror yOIJ:~~j!it. ~ ..1- 0 (o~ te ~ ~ tAL,
;;;; Discovercarel.com or call1-800:0tscqYJ:~. r 'f f',/"""
~=,~~~~;1h~~r:~:~ ., '.>. '.. >........./J/l&W( p~ f
How Can We Help You? For Aa:aunt Inquiries, wriIa .;;'~; ;t. > ~'-.
Discover More Carel, PO Box 309.43 11 toe.-... rl ""\..\
Plea.. haw your Disc_ Card available. Salt lake City, UT 84130 I... -, y . U >
Manage your account online at Disco'YWCard.com TOD (Telecommunications Device far the I
Customer Service: 1-800-D1SCOVER (1-800-3.47-2683) For assistance, see reVerse side. fJutl;~1. (,"...1 !
,./
,"
T ransadions
d
.,.
~
I\)
Payments and Credits
MerCliandi_/htUl" . -
^~~..( .\\
J~ cY""r' J \ Ltl, 1 tv
J. 11, l""'t(
\tj~ , Vf
~~
Other/Miscellaneous
5upennarkets
Deparlment Store
$0 Fraud Uability Guarantee Use your Discover Carel with confidence.
Trans.
Date
Apr28
May 8
May 16
'Apr 2-3
Post
Date
Apr 29 GIANT FOOD STORES #331 MECHANICSBURGPA
May 10 MACV*S EAST #0199 CAMP HILL PA
May 16 PAYMENT-THANK YOU
Apr24 m*PASsflORfrbFlJNSoo.211-97.41 CT
81671263896.47439
Apr 27 RITE AID MECHANICSBURGPA
Apr 27 RITE AID MECHANICSBURGPA
Apr 30 RITE AID MECHANICSBURGPA
May 1 SMOKER'S EXPRESS #1401 MECHANICSBURGPA
May 1 RITE AID MECHANICSBURGPA
May 5 THE SHOE DEPT 0443 CAMP HILL PA
May 9 WALLET PROTECTION 1 MO 888-802-9639 UT
Apr 28 GIANT FOOD STORES #331 MECHANICSBURGPA
May 2 WEIS MARKETS #58 MECHANICSBUR PA
May 5 MACY*S EAST #0199 CAMP HILL PA
$
Apr27
Apr27
Apr 30
May 1
May 1
May 5
May 9
Apr 28
May 2
May 5
106.08
8..47
14.82
.40.95
.43.01
39.99.
2.00
8.4.25
16.73
278.49
Your Discover(R) Card has you covered with Complete Fraud Protection ror your peace of mind. Our ........
advanced fraud warnings mean you'll knaw right away should any suspicious activity occur. And if your carel DISCeVEIl
is lost or stolen, you have $0 fraud liability guarantee-you're not responsible ror any fraudulent charges.
-
-
-
-
....-.~ ---
====:--- ~
-
-
-
-
-
-
-
-
-
-
-
-
;;;;;;;;;;;;;;;
~
-
---
~
~
---
-
-
-
==
---
~
---
==
-
-
==
=
;;;;;;;;;;;;;;;
~
Sears Premier Car<f
Call us at 1-8O()..917 -no
Go to W\Iffl.~.COI
Write to us at PO Box ~4 The Lak...NV 8890i-69~
FLORENCE 5 MONnJO
Account Number: 5049 9480 49076260
Page 1 of 1
07/09/07
Your ~~.count Summary
Billing Cycle Closing Date
Amount Over Credit Line
Amount Past Due
Total Minimum Due
06/11/07
$0.00
$0.00
$10.00
;n~(
~ :lv1101
Previous Balance
Payments & Credits
Purchases & Debits
Other Charges
Total FINANCE CHARGES
Account Balance
Your Credit Summary
Total Credit Line
Total Credit Available
$9,800.00
$9,772.00
Rates 'Rate Varies
Average Corresponding Periodic Rate Periodi
Daily ANNUAl D=Day FINANCI
Balance Balance PERCENTAGE RATE M=Month CHARG!
$27.47 $26.75 25.40%- .0696%(0)- $0.0
$0.00 $0.00 25.40%- .0696%(0)- $0,0
SEARS
REGULAR
EXTERNAL
REGULAR
CASH ACCESS
REGULAR
Days in Billing Period: 32
$0.00 $0.00 26.40%- .0724%(0)- $0.0
Effective ANNUAl PERCENTAGE RATE: 42.64% Minimum FINANCE CHARGE: $1.(
Cardmember News
The Kmart BIG Summer Credit "SALE" is here!!
See the enclosed insert for details on how to save BIG
on everything you NEED and WANT for summer
with your Sears Card@> at Krnart. Hurry in, offers end
July 31. 20071