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Home My WebLink About01-0373 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 180601\! HARRISBURG, PA 1 f1~g-tJ601 r-,1'- "-.}; .02 l'jAR -8 P 1 :22 Telephone 717 787-3930 MARCH 04, 2002 l;, ~:rr Clunb(;:, Dear Register of Wills: Re: Estate of ROSE MENEI File Number: 2101-0373 County: CUMBERLAND Date of Death:01-20-2001 The subject decedent legally resided in PHILADELPHIA County as of the date of death. Accordingly, you are authorized to cancel file number 2101-0373. All matters concerning this estate should be maintained under PHILADELPHIA County File Number 51 02W0495. All original Inheritance Tax documents for the subject decedent should be forwarded to the PHILADELPHIA County Register of Wills; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. Please contact me at the telephone number above if you have any questions. 'j;II~ .~ ~_....,' Jeffrey D. Hollenbush, Supervisor Document Processing. Unit Inheritance Tax Division / tR - a;;t 3 Co- "i~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21-0' "c37J ACN . 01116584 DATE 04-06-2001 lEY-l54S EX AFP (09-001 TYPE OF ACCOUNT D SAVINGS [i] CHECKING D TRUST D CERTIF. FORMS TO: U: {:.. ~J r ~~ EST. OF ROSE M MENEI S.S. NO. 166-07-1851 DATE OF DEATH 01-20-2001 " rO~NTY,- (, CUMBERLAND REMIT PAYMENT AND REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 HOUSE FRANCIS T MENEI 2905 WINCHESTER DR CAMP HILL PA 17011 t';: (~: \.' l 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 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 Co.~nwealth of Pennsylv~iao Questions IlaY be answered by calling (717) 787-83270 COMPLETE PART 1 BELOW . ~ . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0166071851 Date 11-12-1999 Established x 1,021.28 50.000 510.64 .045 22.98 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust ac~pany your pa~ent 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 x NOTE: If tax payments are ~de within three (3) .onths of the decedent"s date of death, you .ay deduct a SX discount of the tax due. Any inheritance tax due will become delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. ~ The above infor~tion and tax due is correct. 1. You may choose to rMit 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~ D 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. D The above information is incorrect and/or debts and deductions were paid by you. You .ust COIIplete PART ~ and/or PART ~ below. . PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relat ionship to decedent: PART ~ TAX RETURN - COMPUTATION OF TAXQN JOINT/TRUST ACCOUNTS LINE 1. Date Established I 2. Account Balance 2 3. Percent Taxable 3 X 4. A.ount Subject to Tax 4 5. Debts and Deductions 5 6. A.aunt Taxable 6 7. Tax Rate 7 X 8. Tax Due : 8 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on that the b81ief. L, ;,' I Lin~ ~ of Tax_CoaputationJ $ fac-t~'~IJ~ve'rePOrt.d.o~e are" t'rue, cor,.2ect and t~fJ'~.:":H;-O:M"E':';';(':'" t~ U;o)'/:]i i-,~tJC4j ,.: <::,(( .' ; .."i~'~1ffw~:~E~~:~~~~N~~BE:. ..~ .'~ ... f ~. ,..ff} / , I I [ ! 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Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE u,* NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-l541 EX AFP Cl2-DO> DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY 'oOt ':.1 SSN/DC ACN 07-23-2001 MENEI 01-20-2001 21 01-0373 CUMBERLAND 166-07-1851 01116584 Allount Rellitted M FRANCIS T MENEI 2905 WINCHESTER DR CAMP HILL PA 11011 ROSE 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 ~ REfv:i5~8-Ex--AFit-(i2-:o0)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-23-2001 ESTATE OF MENEI ROSE COUNTY CUMBERLAND M DATE OF DEATH 01-20-2001 ACN 01116584 FILE NO. 21 01-0373 TAX RETURN WAS: S.S/D.C. NO. 166-07-1851 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 0166071851 TYPE OF ACCOUNT: () SAVINGS (}() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-12-1999 TOTAL TAX CREDIT BALANCE ,OF TAX DUE .. ~ INTEREST,AND PEN... " ,~,: ~~~>~,~~rj:'..~7,,:;~,~j:,:;:;"l'~ ":rOTAL T DUE . IF PAID AFTER THIS DATE, SEEhi~i!E'FOR,CAlCULATION OF ADDITIONAL.~.INTEREST. . (IF TOTAL DUElS LESS THAN, $lJi.ftO;~PAVHENT.."ISREQUIRED. . """'--'''' ,;'e,""'<1' '. . . IF TOTAL DUE ISREFLECTED.AS:;;:~~CREDIT'"cqt( '~'CR) , YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORHi',FOR~INSTRUCTIONS. ) .. Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,021.28 0.500 510.64 .00 510.64 .45 22.98 TAX CREDITS: PAYMENT DATE 04-11-2001 DISCOUNT (+) INTEREST/PEN PAID (-) 1.15 RECEIPT NUMBER AA478265 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAVMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAVABLE TO: "REGISTER OF WILLS, AGENT." AMOUNT PAID 21.83 .. 22.98 .00 .00 .00 ,.... .' "