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Home My WebLink About01-0115 It. -,9. 7J Ie, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-0/ - / /6./ 01100401 01-15-2001 REY-1545 EX AFP (D9-DDl EST. OF HELEN M KUTZ S.S. NO. 187-44-8955 DATE OF DEATH 11-23-1999 ,;i\hlcOONT.'YZ'; :?~; CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [Xl CERTIF. '01 Ct:: REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PEARL A DITMER 1310 ZIMMERMAN RD CARLISLE PA 17013 .'./1:; KEYSTONE FINANCIAL BANK NA has provided the Department with the information 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 .~y be answered by calling (711) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6400091415 Date 06-28-1990 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 7,259.47 50.000 3,629.74 .15 544.46 TAXPAYER RESPONSE 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 to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] 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. [] 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. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION OF LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: x x PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER DATE TAXPAYER SIGNATURE COMMONWEALTH 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'-01- //\$ 01100400 01-15-2001 REV-1543 EX AFP eU9-DDl "-, 1 Ii EST. OF HELEN M KUTZ S.S. NO. 187-44-8955 DATE OF DEATH 11-23-1999 :'OOUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST [X] CERTIF. PEARL A DITMER 1310 ZIMMERMAN RD ' CAR LI S L E P A 170 1 ~"~~ I REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 KEYSTONE FINANCIAL BANK NA has provided the Department with the information 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. Question~ may ba answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6400094768 Date 01-23-1991 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 21,584.48 50.000 10,792.24 .15 1,618.84 TAXPAYER RESPONSE 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 to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. [] 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. [] 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. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION 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 OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER DATE TAXPAYER SIGNATURE l~c-dO&-1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE G '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISENENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-15~1 EX AFP 112-DDl DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-09-2001 KUTZ 11-23-1999 21 01-0115 CUMBERLAND 187-44-8955 01100401 AlIOUnt R_i Heel M "r,., lj: I..'n -} PEARL A DITMER 1310 ZIMMERMAN RD CARLISLE PA UP13 (',:l HELEN 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 ~ Rifv:i~i-EX--~--filr:oO)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIINS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-09-2001 ESTATE OF KUTZ HELEN M DATE OF DEATH 11-23-1999 COUNTY CUMBERLAND FILE NO. 21 01-0115 TAX RETURN WAS: S.S/D.C. NO. 187-44-8955 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: KEYSTONE FINANCIAL BANK NA ACN 01100401 ACCOUNT NO. 6400091415 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 06-28-1990 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 7,259.47 0.500 3,629.74 .00 3,629.74 .15 544.46 x x TAX CREDITS: PAYMENT DATE 01-26-2001 RECEIPT NUMBER AA477937 DISCOUNT (+) INTEREST/PEN PAID (-) .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 ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." AMOUNT PAID 544.46 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-27-2001 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 $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. ) 544.46 .00 19.00 19.00 ----~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 477937 REV-1162 EX (11.96) RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT F'EARL A DITf'1EH 01100401 $5i+4 . 46 1310 ZIMMERMAN ROAD CARLISLE. PA 17013 01100400 $ 1 . 618 . 8L. FOLD HERE FOLD HERE ESTATE INFORMATION: FILE NUMBER 21-2001-0115 NAME OF DECEDENT (LAST) KUT2 HELEN 11 SSN 187--44-8955 (FIRST) (MI) DATE OF PAYMENT 1/26/2001 POSTMARK DATE 0/00/0000 COUNTY CUl"lBERLAND $2.163.30 TOTAL AMOUNT PAID DATE OF DEATH 11/23/1999 REMARKS AC if: Ii '_,..t. RECEIVED BY ///4A:/ L- ";/';/'t/it',__(l/'2U-,, MARY . L", ~ /j./ REGl STER9 WILLS/~?tf'c/~lI;V REGISTER OF WILLS - 'A:>/L~/;' , / ------~-----~----~--~---~------~~~-~---~--~--~----- CHECK# NO CHECK # SEAL " 1(P~d{)& - / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (.". V' '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTz ALLOMANCE OR DISALLOMANCE OF DEDUCTION5, AND ASSESS"ENT OF TAX ON 30INTLY HELD OR TRUST ASSETS IEV-l!i48 Ell AFP <12-11) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-09-2001 KUTZ 11-23-1999 21 01-0115 CUMBERLAND 187-44-8955 01100400 AlIOUIlt R_i Had HELEN M I'J , :1 PEARL A DITMER 1310 ZIMMERMAN RD CARLISLE ~A 17013 C:~t 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 ~ Rifi=i541i-i5f-AFii-(~;!:oO)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-09-2001 ESTATE OF KUTZ HELEN M DATE OF DEATH 11-23-1999 COUNTY CUMBERLAND ACN 01100400 FILE NO. 21 01-0115 TAX RETURN WAS: S.S/D.C. NO. 187-44-8955 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: KEYSTONE FINANCIAL BANK NA ACCOUNT NO. 6400094768 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 01-23-1991 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 21,584.48 0.500 10,792.24 .00 10,792.24 .15 1,618.84 X X TAX CREDITS: PAYMENT DATE 01-26-2001 RECEIPT NUMBER AA477937 DISCOUNT (+) INTEREST/PEN PAID (-) .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 ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." AMOUNT PAID 1,618.84 1,618.84 .00 56.48 56.48 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-27-2001 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 $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496532 REV-1162 EX (11-96) RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT PEAF:L A DITMEF~ OllO()i+01 $1'7. C/O 1310 ZlMMERMAN ROAD CARLISLE. PA 17013 FOLD HERE FOLD HERE -- ESTATE INFORMATION: FILE NUMBER 21--2001--0115 NAME OF DECEDENT (LAST) ~~UTZ HEL.EN M DATE OF PAYMENT 4/30/2001 POSTMARK DATE 0/00/0000 SSN 187-..44--8955 (FIRST) (MI) COUNTY cur'1BEHUl,ND $19.00 TOTAL AMOUNT PAID DATE OF DEATH 11/23/1999 DO REMARKS RECEIVEDBY "/'/',' .' M(..RY t. '-~ S REGISTER, F WILLS ~ ~,., co," CHED::# CASH SEAL ~.~/.' . -1'1.1 I" ,- / ,:!./ <..... REGISTER' OF WILLS . -.-- -- --------'------- ------~--- --- -~----- --"- ----->._--~--- " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496533 REV-1162 EX (11-96) RECEIVED FROM: I" ACN ASSESSMENT CONTROL NUMBER AMOUNT PEAF.:L A D1 TMER (11100(tOO $56.48 1310 ZIMMERMAN ROAD CARLISLE. PA 17013 --- FOLD HERE FOLD HERE ESTATE INFORMATION: I FILE NUMBER 21... 200 1--0 115 SSN 187--44-8955 NAME OF DECEDENT (LAST) (FIRST) (MI) KUTZ HELEN M DATE OF PAYMENT 4/:-30/2001 POSTMARK DATE 0/0010000 COUNTY CUC"lBERLAND DATE OF DEATH 11/23/1999 c..r-Il' H U 1 1l"'fF.H $56.48 TOTAL AMOUNT PAID DO //1. "'7 ,,_~ _. .' ~'i ,/".,(__ I...... /././4' <. J.//." /{...I((C~lj.-"(/ /flk ~ h>/L ....~/~. . " -- - - - - - -- ---- - - - - - - - - - -- --... - - - - - - - - - -- - ~ -- ---..- -" -- ~ - -- - - - - - -- -- - ------ CHEO~# CASH SEAL RECEIVED BY />/ /1// .{ l"IAf~Y' C. L..El.,i;f HEGISTEf-{ q.l1 WILLS REMARKS REGISTER OF WILLS " ~ It> --~ a~~ I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c;i VI *' REY-l'D7 EX AFP 112-DDl PEARL A DITMER 1310 ZIMMERMAN RD CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER C:OU~TY ACN 05-21-2001 KUTZ 11-23-1999 21 01-0115 CUMBERLAND 01100401 HELEN M Mount Re.itted ,C,. .. ,'!.. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i6oi-i:x--AFP-fi'2:ooY------...--iNHERIT"ANc'E-YAX--STA-fEME-NY-OF"-Accouiif--...--------------------- ESTATE OF KUTZ HELEN M FILE NO. 21 01-0115 ACN 01100401 DATE 05-21-2001 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A S~ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-02-2001 PR I NCI PAL TAX DUE: ............................................................................................................................................................................................................. 544.46 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-26-2001 AA477937 .00 544.46 04-30-2001 AA496532 19.00- 19.00 TOTAL TAX CREDIT 544.46 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 I {;,,;2t(,- / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT <::)1- c " ./" '* \ REY-l'D7 EX AFP el2-DDl PEARL A DITMER 1310 ZIMMERMAN RD CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNty ACN 05-21-2001 KUTZ 11-23-1999 21 01-0115 CUMBERLAND 01100400 HELEN M AlIOunt Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .. ifEY=i&'ifj-Ex--AFP--fi'2-:ooY------...--iNHERITANCE-YAX-STAfEMENY-OF'-Accouiif--.-..----------------- ---- ESTATE OF KUTZ HELEN M FILE NO.21 01-0115 ACN 01100400 DATE 05-21-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-02-2001 P R I N C I PAL TAX DUE: .............................................................................................................................._..................... 1,618.84 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-26-2001 AA477937 .00 1,618.84 04-30-2001 AA496533 56.48- 56.48 TOTAL TAX CREDIT 1,618.84 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE 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. )