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Home My WebLink About01-0662 COMMONWEALTH OF PENNSYLVANIA DEPAFT~NT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE I? - ;). V 3-/0 NO. 21 -01- , , 2. 01129424 06-15-2001 REV-1S4S EX AFP 109-00> EST. OF KATHRYN J MEREDITH S.S. NO. 180-10-6824 DATE OF DEATH 04-22-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [Xl CHECKING o TRUST o CERTIF. 131 tdl1ITAJfe. U ~A' 17257 5A I p~~7JS i3 Ii ecp..,4 17 Z~'7 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WANDA T 4 66 KING ST SHIPP BURG K HOCKENBERRY ORRSTOWN BANK 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 fr~ the financial institution, attach a copy to this for. and return it to the above address. This account is taxable i~ ~cc~r~ance with the Inheritance Tex LSHS of the eo..onwBslth of Pennsylvania. Questions .ey be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 529966 Date 01-03-1986 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 369.96 50.000 184.98 .15 27.75 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco~any your pay..nt to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax pay.ents are .ade within three (3) _onths of the decedent.s date of death, you .ay deduct a 5% discount of the tax due. Any inheritance tax due will bec~e delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above infor.ation and tax due is correct. 1. You ~y choose to r..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 ~ 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 I $ I TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I com lete to the best of my knowledge and belief. Q;zck ~ have reported above are true~ correct HOME (J ('/) .53 C -5 2-3<- WORK ( ) and TAVDAvrD r-T~"IA"'IID COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1 162 EX!1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HOCKENBERRY WANDA K 139 WHITMER ROAD SHIPPENSBURG, PA 17257 ____un fold ESTATE INFORMATION: SSN: 180-10-6824 FILE NUMBER: 21-2001- 0662 DECEDENT NAME: MEREDITH KATHRYN J DATE OF PAYMENT: 07/11/2001 POSTMARK DATE: 07/09/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/22/2001 NO. CD 000042 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01129424 I $27.75 I I I I I I I I TOTAL AMOUNT PAID: $27.75 REMARKS: WANDA K HOCKENBERRY CHECK# 4071 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS /t~~-/O COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOKANCE OR DISALLOKANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-154B EX AFP 112-001 Recoroed Ci'fice of Register Wills DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 11-26-2001 MEREDITH 04-22-2001 21 01-0662 CUMBERLAND 180-10-6824 01129424 KATHRYN J WANDA APT 4 66 EKING ST SHIPPENSBURG 1>1 tIlV 26 A11:49 K HOCKENBERRY Allount Rellitted Qerk~Cn; Court o.lfIlblslttnd Co., PA 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 ~ RE-v=is~8-Ex--AFFi-(i1f:ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-26-2001 ESTATE OF MEREDITH KATHRYN J DATE OF DEATH 04-22-2001 COUNTY CUMBERLAND FILE NO. 21 01-0662 TAX RETURN WAS: S.S/D.C. NO. 180-10-6824 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01129424 FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 529966 TYPE OF ACCOUNT: () SAVINGS (X> CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-03-1986 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 369.96 0.500 184.98 .00 184.98 .15 27.75 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 (-) 07-09-2001 CDOOO042 1.39 27.75 TOTAL TAX CREDIT 29.14 BALANCE OF TAX DUE 1.39CR INTEREST AND PEN. .00 TOTAL DUE 1.39CR . 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" ( CRJ, YOU MAY BE DUE A REFUND. ___ __..____ ____ __ _...._ .._n... I""'...n ~...r_....D.Ir_TTn..l~ " \, 16--167-/d BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REY-1607 EX AFP (01-05) JOEL R ZULLINGER ZULLINGER & DAVIS 14 N MAIN ST STE 200 CHAMBERSBURG PA 17201 DATE ESTATE OF DATE OF DEATH FILE NUMBER COlJNTY ACN 01-21-2003 THRUSH 08-01-2000 21 00-0662 CUMBERLAND 101 VIRGINIA Allount 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 ~ REV=i6'ifj-'EX-AFP--fcff:oiY------...--fNHERiYANC'E--fA3f-STAfEM'E-tif-oF'-Accouiff--.-..---------------- -- --- ESTATE OF THRUSH VIRGINIA FILE NO.21 00-0662 ACN 101 DATE 01-21-2003 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: 11-19-2002 PR I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 33,569.16 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) :IE:IE:IE SUMMARY OF ALL 006 PAYMENTS :IE:IE:IE 11-25-2002 1,350.00 .00 11-25-2002 108.47- 32,327.82 TOTAL TAX CREDIT 33,569.35 BALANCE OF TAX DUE .19CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .19CR !Ii 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), VOU MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )