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HomeMy WebLinkAbout01-0688 /~--~C/S-9 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' C/ NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION5, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (12-00) JUDY S WIGGINGTON 316 9TH ST NEW CUMBERLAND PA 1707Q i j DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY .. sSN/DC ACN 07-23-2001 LOSH 04-11-2000W ~iPRfj(D 207-07-8067 00133911 ERMA E Allount Rellitted 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-Efv:i5~8-E3f-AFP--(i1f:oO)------------------------------------------------------------------------------------ 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 LOSH ERMA E DATE OF DEATH 04-11-2000 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 207-07-8067 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 00133911 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5140038863 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-14-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 50,098.79 0.166 8,349.97 .00 8,349.97 .15 1,252.50 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 CRED:ITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 07-31-2001 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,252.50 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 62.18 TOTAL DUE 1,314.68 . 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. ) / t -- ;;; "/ 5~- =*' fj BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG I PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' (].,.. NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLONANCE OR DISALLONANCE OF DEDUCTION~I AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP (12-DD> JUDY S WIGGINGTON 316 9TH ST NEW CUMBERLAND PA Il070 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-23-2001 LaSH 04-11-2000 c~~f?lNn'W 207-07-8067 00133910 Allount Rellitted ERMA E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:i5~i-E3f~FP--(i2~OO)------------------------------------------------------------------------------------ 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 LaSH ERMA E DATE OF DEATH 04-11-2000 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 207-07-8067 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED~ JOINT OR TRUST ASSET INFORMATION ACN 00133910 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5130159266 TYPE OF ACCOUNT: (X> SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-01-1983 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 901422.65 0.166 151070.74 .00 15,070.74 .15 21260.61 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 WIllSI AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 07-31-2001 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE · IF PAID AFTER THIS DATEI 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 BUREAU OF INDIVID1JAL TAXES INHERITANCE TAX 6IVISi~ PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'r,,--' ,\IN~I:rANCE TAX F:::rr)'-\L?!': RtC~rw\'ADJUSTMENT :~-,JQ-IN:f"L'Y HELD OR TRUST ASSETS ((lC\_~" ,~). ,-J' ....)~ J" ,L...\ REV-160~ EX AFP (03-05) JUDY S WIGGINGTON 316 9TH ST NEW CUMBERLAND ,.pATE 2000 APR 18 P~112: 2.:e:STATE OF DATE OF DEATH / . r- FILE NUMBER CLERK Or COUNTY ORPHAN'S COURT SSN/DC C11"-'--:-:" ("-1:J~ ACN ......... !\,'i,.,;j_-, -, . _,.' ,I 04-15-2008 LOSH 04-11-2000 21 01-0688 CUMBERLAND 207-07-8067 00133910 ERMA E Amount Remitted PA 17070 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 ~ ------------------------------------..-------..-------..-------------....----...-----...--------------...---------------------..-----...-------------------------- REV-1604 EX AFP (03-05) -- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 04-15-2008 ESTATE OF LOSH ERMA E DATE OF DEATH 04-11-2000 COUNTY CUMBERLAND FILE NO. 21 01-0688 S.S/D.C. NO. 207-07-8067 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 00133910 ADJUSTMENT BASED ON: FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5130159266 TYPE OF ACCOUNT: eX) SAVINGS e) CHECKING e) TRUST () TIME CERTIFICATE DATE ESTABLISHED 03-01-1983 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 90,422.65 0.166 15,070.74 .00 15,070.74 .06 904.24 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 ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 04-30-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 904.24 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 416.69 TOTAL DUE 1,:>.:?n.93 \ " 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.) REV-1470 EX (6-88) * INHERITANCE TAX EXPLANA TION OF CHANGES COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME ERMA E LOSH FILE NUMBER 2101-0688 REVIEWED BY Laurel Fulmer ACN 00133910 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above referenced "ACN" number has been adjusted to the lineal rate of 4.5 per cent since the joint owner is the daughter of the decedent. Paqe 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WIGGINGTON JUDY S 13~~ZCUWWi>~7~ mcC~N ~ 1~1c ~g~c~c, pa ~~ ---- fold ACN ASSESSMENT CONTROL NUMBER TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 6459 INITIALS: AJW RECEIVED BY: AMOUNT 51,371 .27 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX111-96) NO. CD 010966 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ` ='"'~ ~ ~ -- '-INHERITANCE TAX BUREAU OF INDIVIDUAL TAxES ~ ~ FfECORD ADJUSTMENT INHERITANCE TAX DIVISION Po BOX 280601 i'~:.`~.:3~v'C"~ JOtNxLY HELD OR TRUST ASSETS HARRISBURG PA 17128-0601 209 ~~R 3 I P~ 12~ l 3 C~~~'~~~ ,~~ ORI'~'~~';~ ~ L~t_!P;T ~, JUDY S WIGGIt~~i9N~ ~~~ ~ ,~ ~' ~"~' 316 9TH ST NEW CUMBERLAND PA 17070 REY-1604 IX AFP COl-D! DATE 03-23-2009 ESTATE OF LOSH ERMA E DATE OF DEATH 04-11-2000 FILE NUMBER 21 01-0688 COUNTY CUMBERLAND SSN/DC 207-07-8067 ACN 00133911 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 4~ REY-1604 EX AFP t01-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~ DATE 03-23-2009 ESTATE OF LOSH ERMA E DATE OF DEATH 04-11-2000 COUNTY CUMBERLAND FILE N0. 21 01-0688 S.S/D.C. N0. 207-07-8067 ACN 00133911 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5140038863 TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING C ) TRUST ( ] TIME CERTIFICATE DATE ESTABLISHED 01-14-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 50,098.79 NOTE: X 0.166 8,349.97 .00 8,349.97 X .06 501.00 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 ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABL: T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 04-07-2009 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 501.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 261.09 TOTAL DUE 09 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CGR3, ""' °~ n~~c A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (688) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box. 280601 HARRISBURG. PA 17128-0601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENT'S NAME FILE NUMBER Erma E. Losh 2101-0688 REVIEWED BY ACN Eunice Baker 00133911 ITEM SCHEDULE Np, EXPLANATION OF CHANGES The tax rate has been adjusted to 6%. Row Pape 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: __ _ 1 REV-1162 EX111-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WIGGINGTON JUDY S 13 HAZELWOOD PATH MECHANICSBURG, PA 17050 -------- fold ESTATE INFORMATION: SSN: 207-07-8067 FILE NUMBER: 2101-0688 DECEDENT NAME: LOSH ERMA E DATE OF PAYMENT: 04/01 /2009 POSTMARK DATE: 04/01 /2009 couNTY: CUMBERLAND DATE OF DEATH: 04/ 1 1 / 2000 N0. CD 01 1062 ACN ASSESSMENT AMOUNT CONTROL NUMBER 00133911 ~ 5762.09 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 6463 5762.09 INITIALS: CJ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEyPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ ~'~^ Tt'}~y~[;~TANCE TAX INHERITANCE TAX DIVISION _~~,gi f A~EI'1~,RT . OF ACCOUNT PO BOX 280601 - - - ~ , :r '+ .. HARRISBURG PA 17128-0601 REV-1607 EX AFP (12-OB) ZOQ9 APB 13 ~~ Sp; ~~ATE 04-06-2009 STATE OF LOSH ERMA E DATE OF DEATH 04-11-2000 C~.~~~ ~~~ FILE NUMBER 21 01-0688 ORF~ !~~''r u~~~R~ COUNTY CUMBERLAND JUDY S WIGGINGTON C~ ~~~ ~ `~r ^n., Ala ACN 00133910 316 9TH ST Amount Remitted NEW CUMBERLAND PA 17070 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------- REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF LOSH ERMA E FILE N0. 21 01-0688 ACN 00133910 DATE 04-06-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY 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: 04-12-2008 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 03-04-2009 CD010966 467.03- 1,371.27 ~ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. 904.24 TOTAL TAX CREDIT 904.24 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - -.-~^~~ `~I',NM~RITANCE TAX INHERITANCE TAX DIVISION , ~-~ ~ ~TA'~EM~NT OF ACCOUNT PO BOX 280601 ;' ~ a, HARRISBURG PA 17128-0601 ,.J ~i~ ~ '' - 2~~5 CEP I 1 k~ ! ! ~ 25 C~.~RK Cis JUDY S WIGGINGTOp4O~~~-~~`~~ L~ ~~~~~p~ 13 HAZELWOOD PATH L' MECHANICSBURG PA 17050 REV-1607 EX AFP (12-08) DATE 08-31-2009 ESTATE OF LOSH ERMA E DATE OF DEATH 04-11-2000 FILE NUMBER 21 01-0688 COUNTY CUMBERLAND ACN 00133911 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~- --------------------------------------------------------------------------- REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF LOSH ERMA E FILE N0. 21 01-0688 ACN 00133911 DATE 08-31-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY 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: 03-20-2009 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 04-01-2009 CD011062 260.68- 762.09 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATIDN OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), -- - - ---••~•-. ~~~ or.,rocc crnc nF TFITS FORM FOR INSTRUCTIONS. ) 501.00 501.41 .41CR .00 .41CR C