The URL can be used to link to this page

Home My WebLink About01-0367 COMMO~~EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - BUREAU'1JF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 ". INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21--0' -30 7 ACN 01107740 DATE 02-20-2001 REV-1543 EX AFP (09-00> EST. OF MARY M WELLS S.S. NO. 192-14-7081 DATE OF DEATH 09-17-2000 "-';COUNTY CUMBERLAND TYPE OF ACCOUNT [X] SAVINGS D CHECKING D TRUST D CERTIF . MARVA/'" IV ..x CONRAD 416 SIOUX -'DR MECHANICSBURG PA 170$~ REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU 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 Df PQnns~lv:ni3. Question~ mny be answered by calli~g (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0192147081 Date 1 0 -15 -1979 Established Tax 5,836.12 50.000 2,918.06 .045 131.31 TAXPAYER RESPONSE ""';::""",,''''';:il1ll!Eilll:l:li__1f:!lili~i:11: :.~lt~' .-.-.-.-.-.-.-.-.-.-.-...........-...-.-.-.-.-.-.-...-.-.......-.........-.....................-... .......... .........................................-...-.....-.-.....................-.-...-.................. .................................-..... ...................-.-.....-.-.....................-.-.-.........-.....-.......-...-...-...-....... .................-.-.................-. To insure proper credit to your account, two (Z) copies of this notice must acco.pany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable AMount Subject to Tax Rate Potential Tax Due )( )( NOTE: If tax payments are made within three (3) months of the decedent"s date of death, yOU .ay deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. 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 co.plete PART ~ and/or PART ~ below. If you indicate a different tax r,:t-V..Rlease state your relationship to decedent: ~ rn PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PART ~ TAX LINE RETURN - COMPUTATION OF 1. Date Established I 2. Account Balance 2 3. Percent Taxable 3 4. AMount Subject to Tax 4 s. Debts and Deductions S 6. AMount Taxable 6 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS x x PAYEE DESCRIPTION AMOUNT PAID I TOTAL CEnter on Line S of Tax COMPutation) I $ COMPlete declare that the facts I and belief. have reported above are true, correct HOME (, ;, ) , C- i . -r Cr 3 7 WORK ('1 j 1 ) '1 t, J A LI.sr TELEPHONE NUMBER and Y/';/OJ DATE , . --\ ,ill", I. ' , ' ' ..........-;-~ /";, ,/. ..~, f - f" -- \ " "'... ,~ ... , ! . . il l , \. ~', \ \ \ /' " . f?, ,r? -l. ~~ ~.- .,.) -~ ? ~ \ ~ .~ 1 ~ ~'\ -T-- . - , ---1 - ....) t ~ :.~ l-:; ~ ~ o .J) -5 ~ _:9 -0 ~..J ~ ~'~ - - - \ - -j ~ .~ - - S r-/] ) - ;6 ..c.:::. - ~ ~ r.:- - ~ '- --:) N .-2) .~ i.'.\ ~ ,2 \''.1 ...., . ' ~ ~ Cl..... " " f.' ....t 0 ~ ~ \"" I ..... ~ ~ ? 1 -:J ~ ~ <=-.J .- Ol~,I.l~ f",V \Iv , :OMMu .ALTH OF PENNSYLVANIA t~EPARr. T OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* {(p-'U 3 - tz-. INFORMATION NOTICE AND TAXPAYER RESPONSE 21-01- 03lo1 01107739 02-20-2001 REY-1543 EX AFP (09-00> FILE NO. ACN DATE EST. OF MARY M WELLS S.S. NO. 192-14-7081 DATE OF DEATH 09-17-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT IX] SAVINGS D CHECKING D TRUST D CERTIF. MARyAJV# % CONRAD 416 SIOUX DR .., MECHANICSBURG PA 17050' \ REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Depart.ent with the infor.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 infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Co..onwealth ~f oenn~~lvanio. Questions .ay be answered by ~Qlling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1192147081 Date 09-22-1988 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 2,296.34 50.000 1,148.17 .045 51.67 TAXPAYER RESPONSE Tax x PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent"s date of death, you .ay deduct a Sr. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. ~ The above infor.ation and tax due is correct. 1. You .ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent 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 infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. PART ~ TAX LINE If you indicate a different tlf. ra~~lease state your relationship to decedent: .(.; I RETURN - COMPUTATION OF l. 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 x x PART @J DATE PAID DEBTS AND DEDUCTIONS PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ and Under penalties of perjury, I declare that the facts I COMPlete t~be~~~Wledge end belief. SIGNATURE have reported above are true, correct HOME ("7,,) Fe.. f- -, 9' ~ 7 WORK (1tlJ) 1~.3- A<f ~-1 TELEPHONE NUMBER '-I14'/b/ DATE ~r-~ ~ c t ~'1- r [ (' r ~ ~- - t- ~ ~ r---. r ~- c---- L-- ~ ~ --- r --') \'''' \..- c:.:...... c+- -- ~-,j f-- \ \'" r :::> ..1:: ~ -.:J-::$ c... <)"' ~ ,~ (G^ ~ t~~ ~. ~ ~ " "r- ~,". bi <"":;r... , " ~ ?~ <;:::::;>. C- "- ~ -c ~ B. ...;:.~~~~,. I'~\' ~, 1\ I s~.~.,~' t?~ ~~, '~~ 'i~ \~:;: ~ ~,' '- " r. .. L' ' ~"-~L! .,:..1 \ \ \ \ '\ \ " t ,~ ','_ h 1 ti :. ~ 'I Ilj;~ f Ilf!t \. .,\ \\\\\ ~ f. .. ...,~... 'JJ I'."~ ~ > , , \I> . ~~ , ~ - ) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT_280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: I r'it4PY {~Nhl CONHAD ----~~-- PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT --- ---,,----- No.AA 478256 REV-1162 EX (11-96) ACN ASSESSMENT CONTROL NUMBER (;1107740 ':....16 SICH..JX DF{lV[ MECHANICSBURG. PA 17055 FOLD HERE ESTATE INFORMATION: FILE NUMBER .:: 1 .- ~ t?{.i(.! 1 -~', ():t 6 '7 E~~JN -1 '-;'2--1 /.-70E11 (MI) NAME OF DECEDENT (LAST) ~....i E: L l... ~: 1~~ f:) F~Y' j""1 DATE OF PAYMENT {. ,'....()(;. / 2()i~) 1 POSTMARK DATE <'./(>6/-2(101 COUNTY CUi"lBE ;;:LAf\JD DATE OF DEATH r;1 /' 1 ~? ;/2 t)(}() REMARKS ;~lAF~Y nf"JI\~ CONFAD CHCCI<1i 7614 SEAL (FIRST) TOTAL AMOUNT PAID I I' .,' RECEIVED BY , ..i//il// ~V~;\ f?\, . (:. ~ E ~vJJ~) PEGISTEH Of WILLS\ REGISTER OF WILLS AMOUNT $ i::J.1 .::11 FOLD HERE $131.~::H U7 \0 "...~ ! ,.., ',~~,,- 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 478255 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT f'-'lr":,n'( P.hl!\j CD1\JF~p,n () 1 1 ()'773t-? \ $51 . ~:~r-7 ~--+ ~. 6 ::~ i (JL! \ [)R' 1 \.'f~' ~'TCH~V'J I CSHUpe:. fir.) 1 7,)5'5 I I I l-- FOLD HERE ! I I I I I I I I I FOLD HERE -- ESTATE INFORMATION: I FILE NUMBER ; ~.. i~; () f~) 1 . - "~t ~1 ,':J P--? SSi\I 192--14-7081 ... ... NAME OF DECEDENT (LAST) (FIRST) (MI) l.JC ~ ~ ~:\ !vl r:~ ;'{ '( l....f DATE OF PAYMENT ~-t ./ 0 '-? .' E!()(.i j POSTMARK DATE {t / (~(;J / i: () () 1 COUNTY CUf"J[l[ RL Af"JD DATE OF DEATH (~ i 1 i: (.1 (.;;~ i ~~Hr'\'f." t-iNl\l L.Us\jH'HU :.f.,51.67 TOTAL AMOUNT PAID f~) ,:: Ci_iCCV i; SEAL 7(.) 15 I ".;..... ,/ RECEIVED BY ./ ! . ((. ,...lARY C.. LEt.J-l'S nE(51~;TEn OF-' ~'.JrLL~; ..."../ r_:':A'J',< C/ REMARKS REGISTER OF WILLS /' I.. h' - d ~:J -, "-~~ COMMONWEAtTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS&URG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEftENTL ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSftENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-l!;48 EX AFP 02-00> MARY A CONRAD 416 SIOUX DR MECHANICSBURG PA,17050 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-05-2001 WEllS 09-17-2000 21 01-0367 CUMBERLAND 192-14-7081 01107739 MARY M Amount Remitted 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 ~ iifv=is4-i-E)f-AFii-fi2-:o01------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-05-2001 ESTATE OF WEllS MARY M DATE OF DEATH 09-17-2000 COUNTY CUMBERLAND FILE NO. 21 01-0367 TAX RETURN WAS: S.S/D.C. NO. 192-14-7081 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01107739 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 1192147081 TYPE OF ACCOUNT: ()O SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-22-1988 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,296.34 0.500 1,148.17 .00 1,148.17 .45 51.67 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 RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-06-2001 AA478255 .00 51.67 TOTAL TAX CREDIT 51.67 BALANCE OF TAX 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 PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) 1&-J;~3 -y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE S'/ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLONANCE OR DISALLONANCE OF DEDUCTION5, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1S411 EX AFP (12-00) . h~ I I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-05-2001 WELLS 09-17-2000 21 01-0367 CUMBERLAND 192-14-7081 01107740 MARY M MARY A CONRAD 416 SIOUX DR MECHANICSBURG PA 17050 Amount Remitted 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 ~ iifv=is4-i-i)f-AFP--ci2-:0o-i----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-05-2001 ESTATE OF WELLS MARY M DATE OF DEATH 09-17-2000 COUNTY CUMBERLAND FILE NO. 21 01-0367 TAX RETURN WAS: S.S/D.C. NO. 192-14-7081 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01107740 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 0192147081 TYPE OF ACCOUNT: (>0 SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-15-1979 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 5,836.12 0.500 2,918.06 .00 2,918.06 .45 131.31 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 RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-06-2001 AA478256 .00 131.31 TOTAL TAX CREDIT 131.31 BALANCE OF TAX 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 REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEe REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )