The URL can be used to link to this page

Home My WebLink About01-1023 1'1- /9- /)' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D6Dl HARRISBURG, PA 171Z8-D6Dl REV-U01 EX iFP (12-00> Recor00(} Registc .. ,CG of 'IV HIs DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-17-2001 MCPHERSON 05-15-2001 21 01-1023 CUMBERLAND 01148253 JACK R .01 [] I C 27 A10 :08 JOAN C MCPHERSON 405 CENTER ST ENOLA ~5i;q~~J .. Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To insure proper credit to your accountl subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V =i61ff-ix-AFP-li"2-:ooi-------...-iNHERITANCi--YAX-STA-fEMi-tiY-OF-ACCouiif--.-..---------------- ----- ESTATE OF MCPHERSON JACK R FILE NO.21 01-1023 ACN 01148253 DATE 12-17-2001 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 DUEl APPLICATION OF ALL PAYHENTS1 THE CURRENT BALANCE1 AND1 IF APPLICABLE1 A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-26-2001 P R I NC I PAL TAX DU E : ................................................._........................................................................................................................................................................ 31.98 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-30-2001 CDOO0493 .00 31.98 TOTAL TAX CREDIT 31.98 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT-- (CR) I YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 '* /7-/9-1/ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21-0'- I O~ 3 ACN 01148253 DATE 10-16-2001 REY-1545 EX AFP (09-08> EST. OF JACK R MCPHERSON S.S. NO. 161-32-5096 DATE OF DEATH 05-15-2001 ,COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST D CERTIF. JOAN C MCPHERSON 405 CENTER ST ENOLA PA 17025 j '" REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICE has provided the Depart.ant with tha infor.ation listad 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 fro. the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of P::n~s:;l.Jcn:=. Qu:s::>ticns ma;l be ;::m;;wilrat! by ;2111in9 (717) 7!!7-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0059294795 Date 04-28-1978 Established x 426.46 50.000 213.23 .15 31.98 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copias of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable A.ount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay_ants are .ada within three (3) .onths of the decedent"s date of death, you .ay deduct a 57. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. c=J The above infor.ation and tax due is correct. 1. You .ay choose to re.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 asses~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. c=J 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 @] TAX RETURN - COMPUTATION OF LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. A.ount Subject to Tax 4 S. Debts and Deductions S 6. A.ount Taxable 6 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: x x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line S of Tax Computation) Under penalties of perjury, I declare that the facts I have reported above are true, complete to the best of my knowledge and belief. HOME ( I c;v'V'-- WORK ( TELEPHONE ~,\,'.-{j .t!~'n :'f.'>> li7,''::~S~ot;i:jf~' nQ:i~~ ~';Pj$"'"7"i ';f:i';;.. f d... ,;~ ~i,~J -".I'1/' 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 MCPHERSON JOAN C 405 CENTER STREET ENOLA, PA 17025 -------- fold ESTATE INFORMATION: SSN: 161-32-5096 FILE NUMBER: 21 - 2001 - 1 023 DECEDENT NAME: MCPHERSON JACK R DA TE OF PAYMENT: 11/07/2001 POSTMARK DATE: 10/30/2001 COUNTY: CUMBERLAND DATE OF DEATH: 05/15/2001 NO. CD 000493 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01148253 I $31 .98 I I I I I I I I TOTAL AMOUNT PAID: $31.98 REMARKS: JOAN C MCPHERSON CHECK# 2796 SEAL INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS / 7-/t( -1/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE J .:~~~ /0/ * 111 tllV 26 All:49 JOAN C MCPHERSON 405 CENTER ST ENOLA NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION~~ AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ReeoraedO_.~f DATE 11-26-2001 Register of VVm, ESTATE OF MCPHERSON DATE OF DEATH 05-15-2001 FILE NUMBER COUNTY SSN/DC ACN REY-1548 EX AFP el2-00> JACK R CUMBERLAND 161-32-5096 01148253 JJ .. 0\.. \O~ =~~nto::~1 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 ~ RE-Y=is4-i-i)f-AFP--fiz-:ooi------------------------------------------------------------------------------------ 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 MCPHERSON JACK R DATE OF DEATH 05-15-2001 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 161-32-5096 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01148253 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACCOUNT NO. 0059294795 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-28-1978 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 426.46 0.500 213.23 .00 213.23 .15 31.98 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 (-) PAYMENT MUST BE MADE BY 02-16-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 31.98 INTEREST AND PEN. .00 TOTAL DUE 31.98 . 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. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT / 7.-/Q -II ~)'K ~C/ REV-16D7 EX IFP 02-00> JOAN C MCPHERSON 405 CENTER ST ENOLA PA 17025 .02 JAN-4 . .;D~TE V~;i~TATE OF DATE OF DEATH FILE NUMBER P1~TY 12-24-2001 MCPHERSON 05-15-2001 21 01-1023 CUMBERLAND 01148253 JACK R Recoruei:l Reh~i;~,[sY Allount Rellitted Cierk< CAunbenano I PA 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 form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i6'iff-i3f-AFP--fi'2=iio-f------...-iNifER'ii"-ANCE-TAX--STA-fEMENT-OF'-Accouiff--...--------------- - ----- ESTATE OF MCPHERSON JACK R FILE NO.21 01-1023 ACN 01148253 DATE 12-24-2001 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUMMARY 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: 11-26-2001 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 31.98 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-30-2001 CDOO0493 .00 31.98 TOTAL TAX CREDIT 31.98 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 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. )