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Home My WebLink About01-0885 //}-9-/3 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D601 HARRISBURG, PA 171Z8-06Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-16D7 EX AFP Ul-02) '0:2 ..jUL 15 DONALD L LENKER 2192 ARTZ RD WOODSTOCK VA.:. 22664 C,l i D :16 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-08-2002 BECK 05-11-2001 21 01-0885 CUMBERLAND 01137855 WILLIAM E 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:i6ifj-EX--AFP--(Oi-:02i-------...--iNirERi~.._ANCE-YAX--STA-fiME-NY-O;:-ACCouiff--...--------------------- ESTATE OF BECK WILLIAM E FILE NO. 21 01-0885 ACN 01137855 DATE 07-08-2002 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 PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-22-2002 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 922.79 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-26-2001 CDOO0316 .00 360.06 06-03-2002 CDOO1268 10.34- 573.90 TOTAL TAX CREDIT 923.62 BALANCE OF TAX DUE .83CR INTEREST AND PEN. .00 Ii IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .83CR 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), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 17- 9- ~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REY-16D7 EX AFP Ul-02) DONALD L LENKER 2192 ARTZ RD WOODSTOCK VA 22664 Ct'lf,:,. '02 !"IAY 31 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-28-2002 BECK 05-11-2001 21 01-0885 CUMBERLAND 01137854 WILLIAM E P i :53 AlIOUnt R8IIitted 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} submit the upper portion of this form with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y:i60j-ix-AFi.--foi-.:02i-------...--iNiiERiTANCE-YAX--STAfEMENT-OF'-ACCouirf--...--------------------- ESTATE OF BECK WILLIAM E FILE NO. 21 01-0885 ACN 01137854 DATE 05-28-2002 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: 05-24-2002 P R I NCI PAL TAX DU E : .................................._............................................................................................................................................................................. 225.08 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-26-2001 CDOO0316 .00 225.08 TOTAL TAX CREDIT 225.08 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE} SEE REVERSE TOTAL DUE .00 . 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)} YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REV-1U7 EX AFP (01-02) DONALD L LENKER .02 2192 ARTZ RD WOODSTOCK flJW 31 P 1 :53 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-28-2002 BECK 05-11-2001 21 01-0885 CUMBERLAND 01137855 WILLIAM E Allount Rellitted V~:,?:2664 C\;llt;.. 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 ~ RE-y-=i6o-j-ex--AFP--foi-:ozl-------...--iNifERITANc'E-fAx--sTA-fEME-NT-OF-Accouiff--...--------------------- ESTATE OF BECK WILLIAM E FILE NO. 21 01-0885 ACN 01137855 DATE 05-28-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-15-2002 PR I NCI PAL TAX DU E : ....................................................................................................._.................................................................................................................. 922.79 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-26-2001 CDOO0316 .00 360.06 EREST IS CHARGED THROUGH 06-12-2002 TOTAL TAX CREDIT 360.06 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.~ BALANCE OF TAX DUE 562.73 INTEREST AND PEN. 11.17 ., IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 573.90 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 1 /7-9-"-3 Ii' ,~.. .., BUREAU ~NDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 DONALD L LENKER 2192 ARTZ RD WOODSTOCK COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN * REV-l'84 EX AFP el2-DOl VA 22664-0000 05-28-2002 BECK 05-11-2001 21 01-0885 CUMBERLAND 174-05-2365 01137854 Amount Rami tt.d WILLIAM E 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 (12-00l .. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS .. DATE 05-28-2002 ESTATE OF BECK WILLIAM E DATE OF DEATH 05-11-2001 COUNTY CUMBERLAND FILE NO. 21 01-0885 ADJUSTMENT BASED ON: S.S/D.C. NO. 174-05-2365 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 01137854 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 199820-43 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 12-29-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 10,003.35 0.500 5,001.68 .00 5,001.68 .45 225.08 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 (-) 09-26-2001 CDOO0316 .00 225.08 TOTAL TAX CREDIT 225.08 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE 00 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. l IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) . ,..' --... ".. . COMMON\lVEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDMDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME INHERITANCE TAX EXPLANATION Qj=.CHANGES WilliAM E BECK FILE NUMBER REVIEWED BY Deparbnent of Revenue ",,\"'j 10(';\./ ....'r" 'r .i-i'\ VL ' In ; J I , . ,,' 'J ACN 2101-0885 01137854 ITEM SCHEDULE NO. t" . \. , . EXPLANATION OF CHANGES f'ld" .. Above-referenced ACN adjusted to reflect an exclusion, joint owner was added to this account within a year of the decedent's death. ROW Page 1 '" /-?- 9- )\:!3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-02) DONALD L LENKER 2192 ARTZ RD WOODSTOCK VA 22664 C,::1 ClirnLc.-' .02 APH 19 DATE ESTATE OF DATE OF DEATH FILE NUMBER ,.." '.' ~..QVNTY (j!.. ~/DC ACN 04-22-2002 BECK 05-11-2001 21 01-0885 CUMBERLAND 174-05-2365 01137855 Allount Rellitted WILLIAM E 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 ~ RiE;;:is~i-EX--AFP--foi-:02i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-22-2002 ESTATE OF BECK WILLIAM E DATE OF DEATH 05-11-2001 COUNTY CUMBERLAND FILE NO. 21 01-0885 TAX RETURN WAS: S.S/D.C. NO. 174-05-2365 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01137855 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 199820-41 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 12-29-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 41,012.76 0.500 20,506.38 .00 20,506.38 .45 922.79 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 (-) 09-26-2001 CDOO0316 .00 292.57 INTEREST IS CHARGED THROUGH 04-30-2002 TOTAL TAX CREDIT 292.57 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 630.22 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 8.06 TOTAL DUE 638.28 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT.. ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) " /?-- 9-1.$ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOMANCE OR DISALLOMANCE OF DEDUCTION~, AND ASSESS KENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP <01-02' .02 DATE ESTATE OF DATE OF DEATH FILE NUMBER :~" ,CQlJNTY i ,$SN'liDC ACN 04-22-2002 BECK 05-11-2001 21 01-0885 CUMBERLAND 174-05-2365 01137854 Allount Rellitted WILLIAM E DONALD L LENKER 2192 ARTZ RD WOODSTOCK VA 22664 J\PR 19 (;~~'i CwnL- 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:i5~i-ix--AFP--foi-:02)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-22-2002 ESTATE OF BECK WILLIAM E DATE OF DEATH 05-11-2001 COUNTY CUMBERLAND FILE NO. 21 01-0885 TAX RETURN WAS: S.S/D.C. NO. 174-05-2365 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01137854 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 199820-43 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 12-29-2000 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 16,003.35 0.500 8,001.68 .00 8,001.68 .45 360.08 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 (-) 09-26-2001 CDOO0316 .00 292.57 INTEREST IS CHARGED THROUGH 04-30-2002 TOTAL TAX CREDIT 292.57 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 67.51 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .86 TOTAL DUE 68.37 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) COMMOtIWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 171Z8-060l '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 -OJ - ~~5 ACN 01137855 DATE 08-22-2001 REV-lS4S EX AFP (09-00) ~ DONALD ,L LENKER 2192 ARTZ RD WOODSTOCK VA 22664 ! l,_t TYPE OF ACCOUNT EST. OF WILLIAM E BECK 0 SAVINGS 5.5. NO. 174-05-2365 0 CHECKING DATE OF DEATH 05-11-2001 0 TRUST COU~TY CUMBERLAND IX] CERTIF. REMIT PAYMENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEI1BERS 1ST FCU has provided the Oeparblent 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 fo... end return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the CoMonw8alth of Pennsylvania. Questions .ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 199820-41 Date 12-29-2000 Established )( 41,012.76 50.000 20,506.38 .045 922.79 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice wst 8CC~y your pa~t to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable AlIIOUnt Subject to Tax Tax Rate Potential Tax Due )( NOTE: If tax pa~ts are ~ within three (3) .onths of the decadent" s date of death, you ..y deduct a 5X discount of the tax due. Any inheritance tax due will bec~ delinquent nine (9) .onths after the date of death. PART [!] [CHECK ] ONE BLOCK ONLY A. 0 The above infor..tion and tax due is correct. 1. You .ay choose to r..it pa~t 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.-nt will be issued by the PA Depart.ent of Revenue. B. c=J 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. C. c=J The above infor-.tion is incorrect andlor debts and deductions were paid by you. You .ust c~pl.te PART ~ and/or PART ~ below. If you indicate a different tax rate, ple.se state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established l~ 2. Account Balance 2 {~~ 003. 35 3. P.rcent T_l. 3 ~. So 4. AIIount Subject to Tax 4 t 0 ~ I, , -7 (F~cj L- ~.jo" AieI,p.4J 5. Debts and Deductions 5 6. AIIow\t Taxable 6 7. T_ IlIIt. 7 j .0 'IS 8. Tax Due 8 Z9 Z. S-7 DEBTS AND DEDUCTIONS CLAIMED PART [!] DATE PAID PAYEE . Le/lk~r DESCRIPTION c::J IAJ" ~_r belief. $ TOTAL (Enter on Line 5 of Tax C~t.tion) facts I and R · COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENIE BUREAU OF INDIVIDUAL TAXES DEPT. Z8060l HARRISBURG, PA l7lZ8-060l *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 .-01- ~~.5- ACN 01137882 DATE 08-22-2001 REV-l54S EX AFP C09-ID) EST. OF WILLIAM E BECK S.S. NO. 174-05-2365 DATE OF DEATH 05-11-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST /Xl CERTIF. ~~ DONALD L LENKER 2192 ARTZ RD WOODSTOCK VA 22664 REHIT PAYHENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HEtfBERS 1ST FCU has provided the DepartHnt with the inforll8tion 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 inforll8tion is incorrect, please obtain written correction fro. the financial institution, attach a copy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of theeo.onwealth of Pennsylvenia. Questions I18Y be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 199820-40 Date 12-19-2000 Established ACCOU"t Balance Percent Taxable A.ount SUbject to Tax Rate Potential Tax Due x 22,681.26 50.000 11,340.63 .045 510.33 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust accOllplill'lY your pay..nt to the Register of Wills. Make check payable to: ""Register of Wills, Agent". x NOTE: If tax pa~ents are lI8de within three (3) .unths of the decedent.s date of death, you I18Y deduct a 5X discount of the tax due. Any inheritance tax due will bec~ delinquent nine (9) .onths after the date of death. Tax PART [!] [CHECK ] ONE BLOCK ONL~ ~.IYH'40 # A. 0 The above infor.ation and tax due is correct. 1. You .ay choose to r..it pa~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..ot will be issued by the PA Departaent of Revenue. B. [] 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. c. "R(The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART 0 and/or PART 0 below. TAX ON ~OINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: PART @J TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable it. AMount Subject to Tax S. Debts end Deductions 6. Allount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 it 5 6 7 X 8 X PART [!] DATE PAID PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax C~tation) declare that the facts I belief. have reported above are true, correct and (S-icJ ) 157 -9'930 ( ) HO N M ~ff(2.1 DA E - " . MetnbersJ FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 LOUISE DRNE P. O. BOX 40 MECHANICSBURG, PA 17055 1 -800-283-2328 or (717) 697-1161 COP~ September 4, 2001 P A Department of Revenue Bureau of Individual Taxes Department 28061 Harrisburg, P A 17128-0601 RE: Notice Of Decedent Account Status Correction Dear Sir/Madam, Please note the following correction to information submitted on June 7, 2001 regarding William E. Beck, deceased, social security number 174-05-2365. Account number 199820-40 lists Sarah E. Beck as the only joint owner. Please correct your files to indicate that Donald L. Lenker is not a joint owner on this account. Thank you for assistance in this matter. Please do not hesitate to contact me at 795-5131 should you have any questions. Sincerely, Denise A. Anders Insurance Products Supervisor cc: Donald L. Lenker COMMONWEALTH OF PENNSYLVANIA DEPARTHEHT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE 17-(1-/3 FILE NO. 21'" 01 - ~~ 5 ACN 01137854 DATE 08-22-2001 REV-1545 EX AFP lI'-DO) R. DONALD X LENKER 2192 ARTZ RD WOODSTOCK VA 22664 EST. OF WILLIAM E BECK S.S. NO. 174-05-2365 DATE OF DEATH 05-11-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF . REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HEHBERS 1ST FCU has provided the Depart..nt 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 inforaation is incorrect, please obtain written correction fr~ the financial institution, attach a copy to this fo~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the C~onwealth of Pennsylvania. Questions .ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 199820-43 Date 12-29-2000 Established Account Balance Percent Taxable AlIOunt Subject to Tax Rate Potential Tax Due x 16,003.35 50.000 8,001.68 .045 360.08 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice IIUst acc~any your paYHnt to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax paynnts are II8de within three (3) .onths of the decedent.s date of death, you .ay deduct a 5X discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) ~nths 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 .ay choose to re.it pa~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. c=J 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 c~plete PART ~ and/or PART ~ below. PART @] TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. ADount Subject to Tax 5. Debts and Deductions 6. AMOUnt Taxable 7. Tax Rate 8. Tax Due OF TAX ON ~OINT/TRUST ACCOUNTS 1 2t/~OO.3. 35 3 X .50 4 ~50I.. '7 (&C!USlbl'l Appt/k4) 5 6 7:j .6"fS 8 zQ 2-. 57 DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART ~ DATE PAID DESCRIPTION ~ AMOUNT PAID ~ TOTAL (Enter on Line 5 of Tax eo.putation) $ Under penalties of perjury, I declare that the facts I c~lete to the best of .y knowledge and belief. T~Osf;;N~E~~ ~ have reported abOVV? true, correct and HOME (5~O) ~ _ p~,?j'3o WORK () ~~ TELEPHONE NUM ER DA '.....i'. ",~~;"""":"'V"-""t4~:-}f"")I...n~* I~..:jri:;.i',<.'.,'j.": "; "~~,.~~,..,,,~\ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LENKER DONALD 2192 ARTZ RD., WOODSTOCK, VA 22664 -------- fold ESTATE INFORMATION: SSN: 174-05-2365 FILE NUMBER: 21-2001- 0885 DECEDENT NAME: BECK WILLIAM E DA TE OF PAYMENT: 09/26/2001 POSTMARK DATE: 00/00/0000 CAN l\OT READ COUNTY: CUMBERLAND DATE OF DEATH: 05/11/2001 NO. CD 000316 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01137854 I $292.57 01137855 I $292.57 I I I I I I I TOTAL AMOUNT PAID: REMARKS: DONALD LENKER CHECK# 2748 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $585.14 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX{11-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LENKER DONALD 2192 ARTZ RD., WOODSTOCK, VA 22664 -------- fold ESTATE INFORMATION: SSN: 174-05-2365 FILE NUMBER: 2101-0885 DECEDENT NAME: BECK WILLIAM E DATE OF PAYMENT: 06/07/2002 POSTMARK DATE: 06/03/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/11/2001 NO. CD 001268 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01137855 I $573.90 I I I I I I I I TOTAL AMOUNT PAID: $573.90 REMARKS: CHECK# 2782 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS