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Home My WebLink About01-0966 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 KNICKERBOCKER BARBARA L 604 WATER STREET SHOEMAKERSVILLE, PA 19555 -------- fold ESTATE INFORMATION: SSN: 204-12-9794 FILE NUMBER: 21-2001- 0966 DECEDENT NAME: DA VIS JANE T DA TE OF PAYMENT: 10/19/2001 POSTMARK DATE: 10/18/2001 COUNTY: CUMBERLAND DATE OF DEATH: 07/21/2001 NO. CD 000410 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01147346 I $163.35 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BARBARA L KNICKERBOCKER CHECK# 901 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $163.35 MARY C. LEWIS REGISTER OF WILLS J ~ m ~ ~:? ~"--.J ~ '.~ . t-- "-j ',~-- ~ . . ...9'y/ . '~q ~ O/~/2'> ~ . ~ 4 ~ ~ ~ - \_~ ~ . ",---.J ,;'~\ ,.-,~.~. v' " ~ . r'. .... ._~ -.~ !; ~~ \ 'l ~,. ." I. :j' . \ 'd~ <-.::)-- ~..I) ~ .~~ .~~.~ ' ':1~ .~ ~3 cy6-::r .0 ~i....::p \ ::: -; ~ ... ... :::: - ~ ..:;:. """: .:;. -:. ... - ~ :a ~ ... - - --; .;::. ~ o t) f1 ..... t} ~ o t;. 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 KNICKERBOCKER BARBARA L 604 WATER STREET SHOEMAKERSVILLE, PA 19555 -------- fold ESTATE INFORMATION: SSN: 204-12-9794 FILE NUMBER: 21-2001- 0966 DECEDENT NAME: DA VIS JANE T DATE OF PAYMENT: 1 0/ 1 9/2001 POSTMARK DATE: 10/18/2001 COUNTY: CUMBERLAND DATE OF DEATH: 07/21/2001 NO. CD 000409 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01147347 I $516.40 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BARBARA L KNICKERBOCKER CHECK# 900 SEAL INITIALS: SK RECEIVED BY: $516.40 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS ~ .......) ~ \ ~ '? ~ ~ :::. ~ ~ .,. - -: - -; - ~ ~ ~ .,,;;. ~ - ~ - 1 ~ '&5 () ~1 ~ ~ ,; ~ ~ ,-,. ~l ....l. .~ ~ "\- ~.. ~~A ~$:,~ "") :) <~ . ~,.~ >'."J ct~ ~ - \\1 ~V) 2 . 'i,~ 11\ -13 ~ ; -:j- ~ ~ '1~ cO. t- o r1 f! .... f1 I- o ':a COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG I PA 11128-0601 *' /7- / s~..... 9 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21--0J -Off~' ACN 01147347 DATE 10-10-2001 REY-1545 EX AFP U9-DD> BARBARA L KNIC liZ6 WCSLCY DR 1 .,-51~I'b.- . TYPE OF ACCOUNT EST. OF JANE T DAVIS [i] SAVINGS S. S. NO. 204-12-9794 0 CHECKING DATE OF DEATH 07-21-2001 D TRUST COUNTY CUMBER LAND D CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 /9 s-:!~- MEMBERS FIRST FED CREDIT UNION has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedentl you were a joint owner/beneficiary of this account. If you feel this information is incorrectl please obtain written correction from the financial institutionl attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth uf Pennsylvania. Questions may be answered by cdllll1g (111) 187-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 36321-00 Date 01-19-1984 Established x 22,950.98 50.000 11,475.49 .045 516.40 TAXPAYER RESPONSE To insure proper credit to your accountl two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Willsl Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay.ents are made within three (3) months of the decedent"s date of deathl you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest I or you may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY 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 information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION OF TAX LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 S. Debts and Deductions S 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 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 Computation) perjury, I declare that the facts I wledge and belief. have reported above ere true, correct HOME (/pJO )Jt?;l-.~-y.-30 WORK ( ) TELEPHONE NUMBER and DATE ~..-.: ....,-.._....__.c..~ ......___,,~., ~-......'Fj'l[...r'-~"'tV~r.~ff.... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z8D6Dl HARRISBURG, PA 171Z8-D6Dl '* /7-- /~.- r INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 -01... 0 q,' ACN 01147346 DATE 10-10-2001 REV-1545 EX iFP 109-001 l..' , EST. OF JANE T DAVIS S.S. NO. 204-12-9794 DATE OF DEATH 07-21-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS !Xl CHECKING o TRUST o CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 MEMBERS FIRST FED CREDIT UNION has provided the Department with the info~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 information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of PennSylvl:lnla. Questions melY be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 36321-11 Date 01-19-1984 Established x 71259.97 50.000 31629.99 .045 163.35 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice must accompany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax payments are .ade 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) months after the date of death. Tax PART [!] A. ~The above information and tax due is correct. ~ 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department 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 information is incorrect and/or debts and deductions were paid by you. You .ust complete PART ~ and/or PART ~ below. [CHECK ] ONE BLOCK ONLY PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax ratel please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS lINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 s. Debts and Deductions S 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on line S of Tax Computation) of perjury, I declare that the facts I ledge and belief. have reported above are true, correct and HOME (It' 10) ~,IM -S<l60 WORK ( ) TELEPHONE NUMBER DATE ~''''~Y~~.' ~"'.iI1H~Cr1!~~' i'~.!'~ '. ,t*'J;t;{\'~~'l(~iI"'"':'t"t"\'l'''''' /?- /6= 9 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCEOR DISALLOHANCE OF DEDUCTION~~ AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP U2-00) Recorded..Ofr~. ..fJf Register of \1liffs DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-26-2001 DAVIS 07-21-2001 21 01-0966 CUMBERLAND 204-12-9794 01147346 Allount Rellitted JANE T .01 tIJV '" All BARBARA L KNICKERBOCK~ SO 604 WATER ST SHOEMAKERSVI L L1CI__a~.ns1"s Court Cumberland Co., PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-y:is~i-EX--AFP--(i2-: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 DAVIS JANE T DATE OF DEATH 07-21-2001 COUNTY CUMBERLAND FILE NO. 21 01-0966 TAX RETURN WAS: S.S/D.C. NO. 204-12-9794 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS FIRST FED CREDIT UNION ACCOUNT NO. ACN 01147346 36321-11 TYPE OF ACCOUNT: () SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-19-1984 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 71259.97 0.500 31629.99 .00 31629.99 .45 163.35 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT1 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 WILLS1 AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 04-22-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 163.35 INTEREST AND PEN. .00 TOTAL DUE 163.35 . IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR) 1 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 'v /~- /~ tJ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 11128-0601 .01 BARBARA L KNICKERBOCKER 604 WATER ST SHDEMAKERSVILLE PA l={~Co~Op~ NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION~I AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recorded ()frrC~ of DA TE Register ot VVIHs ESTATE OF DATE OF DEATH FILE NUMBER tflV 26 All 50 COUNTY SSNI'DC ACN REV-1548 EX AFP U2-DDl 11-26-2001 DAVIS 07-21-2001 21 01-0966 CUMBERLAND 204-12-9794 01147347 JANE T Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:i5~i-ix--AFii-(i2-:o0)------------------------------------------------------------------------------------ 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 DAVIS JANE T DATE OF DEATH 07-21-2001 COUNTY CUMBERLAND FILE NO. 21 01-0966 TAX RETURN WAS: S.S/D.C. NO. 204-12-9794 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS FIRST FED CREDIT UNION ACCOUNT NO. ACN 01147347 36321-00 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-19-1984 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 221950.98 0.500 111475.49 .00 111475.49 .45 516.40 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT1 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 WILLS1 AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 04-22-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 516.40 INTEREST AND PEN. .00 TOTAL DUE 516.40 . IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)I 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 <;f- oM. (/~ /1-/5 - 1 REV-16D7 EX AFP nl-DDJ Reeoraed -Office of Register of WUls DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-26-2001 DAVIS 07-21-2001 21 01-0966 CUMBERLAND 01147346 JANE T BARBARA L KNICKERBOCKQ~ NOV 30 P 3 :20 604 WATER ST SHOEMAKERSVILLE PA l!jelk-()'c:-~;{:-:- C:ourt Cllnberfana Co. I PA Amount Remitted 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 payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=i6"ifj-E3f-AFP--fi'2-:oo.r------...--iNifERi'fANci--TAX-STATEMENT-cfF-AccoUN"T--.i.--------------------- ESTATE OF DAVIS JANE T FILE NO. 21 01-0966 ACN 01147346 DATE 11-26-2001 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-26-2001 P R I NCI PAL TAX DU E : ........................................................................................................................................................................................................................... 163.35 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-18-2001 CDOO0410 8.17 163.35 TOTAL TAX CREDIT 171.52 BALANCE OF TAX DUE 8. 17CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE 8. 17CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. l 11-/S -9 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~.~.* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z806Dl HARRISBURG, PA 171Z8-0601 REY-l'07 EX AFP H2-001 Aecoroed~ -Otflce of Register of Wills DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-26-2001 DAVIS 07-21-2001 21 01-0966 CUMBERLAND 01147347 JANE T \)1 tlJV 30 P 3 :20 BARBARA L KNICKERBOCKER 604 WATER ST SHOEMAKERSVILLE p~I~*,55::;~:_n-L:, Court Curi16erland Co., PA 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: ii;o-j-ix-AFP-fiz-:oijr------...--iNifERIY-ANci:--fAx-sT'ATEHENf-cfF-Ac-cou'Nf--.-i.------------------ --- ESTATE OF DAVIS JANE T FILE NO. 21 01-0966 ACN 01147347 DATE 11-26-2001 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: 11-26-2001 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 516.40 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-18-2001 CDOO0409 25.82 516.40 TOTAL TAX CREDIT 542.22 BALANCE OF TAX DUE 25.82CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 25.82CR 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. )