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Home My WebLink About01-0193 COHHONlIEAL TH OF PEHHSYL VANIA DEPARTHEHT OF REVEHllE BUREAU OF INDIVIDUAL TAXES DEPT. l80601 HARRISBURG, PA 171l8-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21-01- /93 ACN 00147466 DATE 10-31-2000 lEY-~S EX AfP (17-11) EST. OF VERE S LEHMAN S.S. NO. 186-10-4537 DATE OF DEATH 07-26-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT [i] SAVINGS o CHECKING o TRUST o CERTIF. SUSAN I HOLTZINGER 46 STATE RD-- MECHANICSBUR~ PA 17055 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK :-: has provided the DepartJIent with the infon!ation listed below which has been used in calculating the potentiai -tax due. Their records indicate that at the death of the above decedent, you _re a joint ONnIlr/beneficiary of this account. If YOU fear-this inforll8tion is incorrect, please obtain written correction frOll the finencial institution, attach a copy to this fon! lII'ld return it to the above address. This account is t8xable in accordance with the Inheritance Tax Laws of the C-.wealth of Pennsylv8l1ia. Questi~ I18Y be. ~_red by calling (117) 7111-113l7. COMPLETE PART 1 BE~~. . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ACCOWlt No. 5030126205 Date 05-04-1989 Established x 31,604.41 16.667 5,267.51 .15 790.13 TAXPAYER RESPONSE To insure proper credit to your account, two (l) copies of this notice ....st 8CCOIIP8nY your P8Yll8flt to the Register of Wills. Make check payable to: ~egister of Wills, Agent". ACCOWlt Balance Percent Taxable AIIount Subject to Tax Tax Rate Potential Tax Due x HOTE: If tax pa_ts are II8de within three (3) aonths of the decedent's date of death, you II8Y deduct a 5X discount of the tax due. Any inheritance tax due will becoIIe delinquent nine (9) IIOl1thS after the date of death. PART [!J [CHECK ] ONE BLOCK ONLY A. 0 The above infor'll8t1on lII'ld tax due is correct. 1. You II8Y choose to r_it payaent to the Register of Wills with t_ copies of this notice to obtain a discount or avoid interest, or YOU II8Y check box "A" lII'ld return this notice to the Register of Wills lII'ld an official assessaent will be issued by the PA Depart-.nt of Revenue. B. 0 The above asset has been or will be reported lII'ld tax paid with the PennSYlvania Inheritance Tax return to be filed by the decedent's representative. C. 0 The above infor'lllltion is incorrect and/or debts lII'ld deductions were paid by you. You ...st COIIPlete PART 0 and/or PART [!] below. If you indicate a different t8X rate, pl_se state your relationship to decedent: ~AX RETURN - COH~UTATION lINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. AIIowlt Sub;ect to Tax !i. Debts and Deductions 6. AIIowlt Taxable 1. Tax Rate 8. Tax Due OF TAX ON.....JOINT /:f!U..'S-'!'- .-,CCQ~{:as. 1 2 3 X 4 5 6 7 X 8 PART ~ PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on line 5 of Tax to.putationl I $ Under ~lties of perjury, I declare that the facts I have reported above are true, correct and coaplete to the best of .y knowledge and belief. HOME ( ) WORK ( ) TELEPHONE NUMBER DATE TAXPAYER SIGNATURE COHHOHlIEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 *' XNFORMATXON NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-01- /9--.3 00147472 10-31-2000 lEV-l54S EX AFP (17-11' SUSAN I HOLTZINGER 46 STATE RD MECHANICSBURG PA 17055 REHIT PAYHENT AND REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. FORHS TO: EST. OF VERE S LEHMAN S.S. NO. 186-10-4537 DATE OF DEATH 07-26-2000 COUNTY CUMBERLAND HOUSE PNC BANK has p..ovided the Depa..tllent with the infonl8tion listed below which has been used in calculating the potential'tax due. Thei.. ..eco..ds indicat. that at the death of the above cklcedent, you _... a joint owne../beneficia..y of this account. If you feel this info.-.ation is inco....ect, please obtain written co....ection f.._ the financial institution, attach a copy to this fonI and ...turn it to the above add...ss. This account is taxable in acco..danc. with the Inhe..itance Tax L....s of the C~ealth of Pennsylvania. Questions _y be an_..ed by calUng (717) 187-8321. COMPLETE PARTe! BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS , . Account No. 5078083684 Date 08-07-1993 Established Account Balance Percent Taxable ~.~ AIIow'It'Subject to Tax Tax Rate Potential Tax Due x 8,061.29 16.667 1,343.58 .15 201. 54 TAXPAYER RESPONSE To insu... p..ope.. c..edit to you.. account, two (Z) copi.s of this notice IlUst 8CCOIIpany you.. paYll8l'lt to the Registe.. of lIills. Hale. check payable to: "Regist... of lIills, Agent". x NOTE: If tax paYll8l'lts a... II8de within th..ee (3) IIOIIthS of the dec:edent's date of death, you _y deduct a S% discount of the tax du.. Any inhe..itance tax due will becoIIe delinquent nine (9) IIOIIths afte.. the date of death. PART [!J A. [ CHECK ] ONE BLOCK B. ONLY c. o The above info.-.ation and tax due is co....ect. 1. You ~ choose to .._it pa_t to the Regist... of lIills with two copies of this notice to obtain a discount 0.. avoid int....st, 0.. you _y check box "A" and ...turn this notice to the Regist... of lIills and an official assessaent will ba issued by the PA Dapa..t8ent of Revenue. o The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..eturn to be filed by the decedent's ..ep..esentative. o The above info.-.ation is inco....ect and/o.. debts and deductions _... paid by you. You IlUSt cOllPlete PART 0 and/o.. PARr ~ balow. PART ~ TAX RETURN .. COMPUTATION OF LINE 1. Date Established 1 2. Account Balance 2 3., Percent Taxable 3 X 4. AIIowlt Subject to Tax 4 S.. Debts and Deductions S 6.. AIIow'It Taxable 6 7.. Tax Rate 7 X 8.. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS. If you indicate a different tax rate, please state your relationship to decedent: PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line S of Tax Cu.putation) Under penalties of perjury, I declare that the facts co.plete to the best of .y knowledge and belief. I have reported HOME ( WORK ( TElEPHONE above are true, correct and ) ) NUMBER DATE TAXPAYER SIGNATURE \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 1 \ \ Il t'i ~ . :> I1J II: .... .... C) GO r- ...... ~ o z ~t- wO- ~Lii ~t; 0 ~w U1 ~~ a: ~4 ..J ZUl <t ZO - ~~ g t::u.. a:u.. ~O ~ I \ \ , , \ \ 1 1 \ \ \ \ \ \ \ 1 , 1 , \ 1 1 ~1 -1 3:) ~1 0:\ wI ~1 ffi' 0:1 1 1 1 1 1 1 \ \ , 1 r 1 \ \ \ \ \ \ , ffi :J: ~ (I') ('f'J i rl rl . . I- 0 0 .z 0- 0" ::J t'- r-. 0 II . :E <( .0 ..0 C'C 4" 0 l- t'- ;;( .bJ Z...la: 4" ~ t- wo rl ~ fI) z:Ea:w 0 )0'4 Ul1>l-lD <(l1>z:E 0 5 ~l ($ wo::J o WI l1>UZ ~ w G: ~ <i 2 w b U W I- a: C' ~ i9 tl 4' \ 0 .... t ~ .. ..0 0) " .-4 if. z tn ~ U') ~ ~ ....-- fJ) ('f'J z .. , .. 0 ... ... 8 i 0 ~ 0 & 0 , '> 8 0 ~ ... ..... N J N a: 8 ~ ~..... ..... G: ..... 0 ~ ~ ~ = :x:..o . u.. "OJ ~o ~ ~ wi ~ ~.... 0-... 5 w.... uJ r o:t\l ~ or-- ~ ~ ~ LL 4'. ~u LL 0 ~ 0 t; w w ~ z w ~ ~ ~ ::l ~ 0 0 uJ Ii: z 0 ll. 0 0 QO" CC'" ffi 0 '" t!)r-- ~ i a::'" 3 f/j ... i )- III N $4 (J)w~ i t- Zo.. 2::ll- J 0 wZ-, en Cf Q . ll.WC LL~~ C\I am ;:: :& o,,!:! ~ ...~ :X:LL~ <( 0 )0'4 :;00 ll. ~ LOcn <( l- ~ . u.. WZI&.~~ 0 Z 30) ~W08::l 1&1 ct ..J o~~~~ ~ 0) r-...J 1&1 :J 0'" !~!~~ (.) us .....0 1&1 w~w<( ~ L 00100:1: ~ ~ ~ .... ~ ~ ~ a: t'- 4" W tl :I: " U W x u ;;l W l1> ~ .., ~~ C'l t4 o d) ':; ~ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 'i ? ~ "" \0 I , ~ ~ % ... 4' ~ . .... o t\1 ,. ~ l-:: m....l~ ~~w ~~I-:~ ~ 4.w5? to- (J)()2:. r c.2. \)19: ~U1 ~~ 0 ~w U1 ~o ~ ~a ..1 ~\)I 4 ~~ 0 Go ~ .- t:.u- ~U- ~O ~ 00- f',.... <<- 0 t (!)t" '" <<..... :) z 14 <e. ..... ~ III N ): ~ ~ l'- %.L (l)Ul \ 4 ~ . ~?t- ~Th~ c:::a(!) ~~~ ..- i .....'" I- .... elf- ..- ~ '1:u.~ '" ':loQ 0- ... \ ,~ ~ - :li'i-"-O a ~~'6%~ t".J '2:. i 0"'" ~~~~~ '8 ....t) 5<e.~ra:, ~L- Q..:)fu<e. o~ll)O'1: ..:<<''''' ~ ';"',." ..:t ... . .... o t\1 ,. 9, 4. ~ 'i ~ "" -;t '0 I- J -"--" u:. '" . bl ~ ,...... ~ u:. If) gi~ z ~ ~ 1 C' ~ t": ~ .:tl \ 0 """ \ -- ..0 t) l Q) c; """ l!=.- e % ~ ~ ~~ - en tf' ~Ul ~ u- g ~ g .... .... ~~ """ 0 ~ 0 0 P it 0 ~ \ '> I\l 0 i- N ~ I 6 ~\ ..... ~..... ..... '1:.0 mO ~% \U o 0 ia ~. ~ ~ce. j) ~a:,~ ~:'t: ~- 0_ _ \l.l \ ~~ Q..~ to ot"- Ul ~""" ~u u. ~ ~ 0 r: ?N "Z. Ul 4(."Z. ~ Ul \t) \5 '4. t)Ul \~ '4. \~ 0 \0 \ ~ wi 0 ~ % ... Q) 4' ~ . o 'j, u -;t Vb ~ ~ m a:: /&-t-J //--? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 5~ (.; / BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOMANCE OR DISALLOMANCE OF DEDUCTION~~ AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1S41 EX AFP <12-00) -; ',:1 SUSAN I HOL TZI'NGER 46 STATE RD MECHANICSBURG .PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-16-2001 LEHMAN 07-26-2000 21 01-0193 CUMBERLAND 186-10-4537 00147472 VERE S 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 ~ Rifv=i5~8-E)f-AFjj-(i1f:ooii----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-16-2001 ESTATE OF LEHMAN VERE S DATE OF DEATH 07-26-2000 COUNTY CUMBERLAND FILE NO. 21 01-0193 TAX RETURN WAS: S.S/D.C. NO. 186-10-4537 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 00147472 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5070083684 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE 08-07-1993 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 8,061.29 0.166 1~343.58 .00 1,343.58 .15 201.54 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 (-) 02-20-2001 AA478042 .00 201.54 TOTAL TAX CREDIT 201. 54 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. -~ ~~T" nile Toe: IlFFLECTED AS A "CREDIT.._.!_~~).! Y~U MAY BE DUE A REfUND. I &-eJ.// _~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE c;,c cJ v*, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENTL ALLOKANCE OR DISALLOKANCE OF DEDUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP <12-00) SUSAN I HOLTZI~GER 46 STATE RD MECHANICSBURG ~A 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-16-2001 LEHMAN 07-26-2000 21 01-0193 CUMBERLAND 186-10-4537 00147466 VERE S Amount Remitted '\ -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 ~ R-Ev;i5~8-Ex--AFFi-(i2-:oo1------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-16-2001 ESTATE OF LEHMAN VERE S DATE OF DEATH 07-26-2000 COUNTY CUMBERLAND FILE NO. 21 01-0193 TAX RETURN WAS: S.S/D.C. NO. 186-10-4537 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 00147466 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5030126205 TYPE OF ACCOUNT: DATE ESTABLISHED ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CE:RTIFICATE 05-04-1989 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 31,604.41 0.166 5,267.51 .00 5,267.51 .15 790.13 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 (-) 02-20-2001 AA478041 .00 790.13 TOTAL TAX CREDIT 790.13 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 TOTALDlJE_!~_R~~L~~!~D_~~..A_:!:R~!!!!::...LS~!..! Y~U MAY BE DUE A REFUND. \ \ \ ct. .... ~ :iJ'1II ..a:=) ~Q i~ us" 0. U. u.0 o ;s::~ ~~ ct.... III~ 10. 0111 i~ o o 1/'1 .. .. ~ ~ ~ uJ .. 0' "" ~ uJ i :;00 I"'- r-I Cltn~tn Cl ClO'%1I\ Cl Clr-lct~N N NCl-l11"'- ,%' ,00Cl~ ",4",r-IuJr-Il"'- r-I"NCl"'I~ ,:t:1 "",r-I ~uJl"'-r-I:;)COCl Cl-lClNUr-Ic;:l 'Sa ~'>' ;1:< ~t-cfl1 ~-:a~i t-c fI1 .,. ~t-c'< 'S~~ ~~~ti t" ~& ~'SfI1t-c ~~~~ ';2:.S 0 ~S~Q ,.1~;.1 ~< ~ ..= ~~~ t"\!1~~ iiat~ 111:::>0 ~Q'" <111 ~~ 0- ea~ ;s:: ~" III us u.~1A o S u.:=) 1110%,..0 1II~1II111~~ ~~~~5~~ ~ III ~ U. u.(h <It ~ ~ I- ~~ S a'iil '7' ~.... ~ ~~ ... 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'" ~~';i i~~1 .. o ... 'i 'l ~ 0. uJ ... 1/'1 .... ~ ~ :t: " I-tn O'r-I i. 1/'1 :;) Cl 4,-101"'- ...Jur-I ~'iB4 ~ IJ,. a.. ,..o~ 4, ~u:i o.ffi...J...J ~I-O'I/'I ol/'luJt-4 Ial ~~~ ~ uJ:;)4 _ O'uu Ial ~ S () o o ; 0' uJ (,!) % t-4 N l- ...J o :t: 11\ 11\ Cl I"'- r-I 4 a.. (,!) 0' t-4~:;) O'~ 1/'1 uJU '4.~ %l-ct ~1/'I'5 :;)"'\;!;! I/'I~"" ~ \ , ~ , ", \ \'\ '\ \\ \ '\' ~\l,\\\\ " l \ \\ \\.~\.\,'i ~ '\ '" ,c, ,. J 1\ j ~ (1 ^) 0 ~DC: '3 8 d. c*o~(Y~ 6 C;; })1 . f; ~ ~ .~ ?,j ~ rJ.- () ~ \.?" r ""... d: (>- (\ -; 1t9 C ~) ~/ 61a t V)~ --S::Jl:- )-1 .-..:: ..; ~"':'. ~- ~ ...-: '1 ~ ~ , ... ..- .-:. % ~- ~ -:.s .-:;, ... ..- (",' (:', (",' ,t,' ....." ,,', \ ' ,,.-I ,~, \...... \.... ,,.-I