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Home My WebLink About01-0991 /"}_/?- 6 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX 'FP 101-02) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-16-2002 OVER 08-19-2001 21 01-0991 CUMBERLAND 175-03-3414 01148251 Allount Rellitted RUSSELL W 'Ui~ , l 111 lb :-17 A ADDAMS WILLIAM STE 106 19 BROOKWOOD CARLISLE AVE (C' PA''l7013 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 ~ Rifv:is~i-E)f-AFii-foi-:02)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-16-2002 ESTATE OF OVER RUSSELL W DATE OF DEATH 08-19-2001 COUNTY CUMBERLAND ACN 01148251 FILE NO. 21 01-0991 TAX RETURN WAS: S.S/D.C. NO. 175-03-3414 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0016400038 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-01-1971 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 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. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 14,827.00 0.500 7,413.50 .00 7,413.50 .15 1,112.03 x x TAX CREDITS: PAYMENT DATE 10-30-2001 RECEIPT NUMBER CDoo0459 DISCOUNT (+) INTEREST/PEN PAID (-) 49.83 INTEREST IS CHARGED THROUGH 09-24-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM . 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." AMOUNT PAID 946.71 996.54 115.49 2.42 117.91 r " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WILLIAM A ADDAMS STE 1 06 19 BROOKWOOD AVENUE CARLISLE, PA 17013 .------- fold ESTATE INFORMATION: SSN: 175-03-3414 FILE NUMBER: 2101-0991 DECEDENT NAME: OVER RUSSELL W DATE OF PAYMENT: 09/18/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/19/2001 ACN ASSESSMENT CONTROL NUMBER 01148251 TOTAL AMOUNT PAID: REMARKS: WILLIAM A ADLER C/O WILLIAM A ADDAMS ESQUIRE CHECK# 1129 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 001629 MARY C. LEWIS REGISTER OF WILLS AMOUNT $117.91 $117.91 /-')-/7- G., "'" 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 (01-021 WILLIAM STE 106 19 BROOKWOOD CARLISLE l; . A ADDAMS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-15-2002 OVER 08-19-2001 21 01-0991 CUMBERLAND 01148251 RUSSELL W Allount Rellitted AVE PA 17013 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'ifi-E3f-AFP--coY:02Y------...--fNirERITANCE--TAX-STATEHE-tiT-ifF'-AccoLiN'T--.-..---------------- ----- ESTATE OF OVER RUSSELL W FILE NO. 21 01-0991 ACN 01148251 DATE 10-15-2002 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: 09-16-2002 P R I NC I PAL TAX DUE: ........................................mm.m..mmm.m...mmmmmmmmmm.....................m................................................................................................. 1,112.03 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-30-2001 CDOO0459 49.83 946.71 09-18-2002 CDOO1629 2.31- 117.91 TOTAL TAX CREDIT 1.112.14 BALANCE OF TAX DUE .11CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .11CR It 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. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-0/-9'?/ 01148251 10-16-2001 REY-1545 EX iFP 119-811 EST. OF RUSSELL W OVER S.S. NO. 175-03-3414 DATE OF DEATH 08-19-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS iii CHECKING D TRUST D CERTIF. WILLIAM A ADDAMS STE 106 19 BROOKWOOD AVE CARLISLE P~ 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICES has p..ovided the Depa..tHnt with the info.-.ation listed below which has been used in calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent, you we..e a joint owne../beneficia..y of this account. If you feal this info"Bation is inco....ect, please obtain w..itten co....ection f..oB the financial institution, attach a cOpy to this fo..a and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the COBBonwealth of Pennsylvania. Questions .ay be answe..ed by celling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0016400038 Date 09-01-1971 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 14,827.00 50.000 7,413.50 .15 1,112.03 TAXPAYER RESPONSE To insu..e p..ope.. c..edit to you.. account, two (Z) copies of this notice Bust accoBpany you.. paYBent to the Registe.. of Wills. Make check payable to: RRegiste.. of Wills, AgentR. x NOTE: If tex paYBents a..e Bade within th..ee (3) aonths of the decedent's date of death, you Bay deduct a 5% discount of the tax due. Any inhe..itance tax due will becoae delinquent nine (9) Bonths afte.. the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. r=J The above info...ation and tax due is co....ect. 1. You Bay choose to ..eBit paYBent to the Registe.. of Wills with two copies of this notice to obtain a discount 0.. avoid inte..est, 0.. you aay check box RAR and ..eturn this notice to the Registe.. of Wills and an official asseSSBent will be issued by the PA Depa..tment of Revenue. r=J The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n to be filed by the decedent's ..ep..esentative. r=J The above info"Bation is inco....ect and/o.. debts and deductions we..e paid by you. You Bust cOBplete PART ~ and/o.. PART ~ below. 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 9/1.l1971 14,827.00 50% 7.413.50 769.95 6.643.55 15% 996.53 5~ $94~_71 DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: x PART [!J DATE PAID PAYEE SEE ATl'ACHEI> SHEET DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ I declare that the facts I have reported above are true, correct and dge and belief. HOME ( ) WORK (717) 249 5373 TELEPHONE NUMB R /~{{:/:( DA DEBTS AND DEDUCTIONS CLAIMED Date Paid 08/20/01 08/24/01 09/07/01 08/24/01 08/25/01 09/05/01 10/09/01 Cremation Society of Pennsylvania Norland Cemetery Shull-Koontz Memorials Jeff Diehl Rev. Vernon Isner Plasterer's Florist State Employees' Retirement System $ 30.00 125.00 85.00 300.00 100.00 79.50 50.45 Internment Internment Internment Memorial Service Memorial Service Memorial Service Reimburse overpayment TOTAL- $769.95 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: WILLIAM A ADDAMS 19 BROOKWOOD AVE SUITE 106 CARLISLE, PA 17013 -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 175-03-3414 FILE NUMBER: 21-2001- 0991 DECEDENT NAME: OVER RUSSELL W DA TE OF PAYMENT: 10/30/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/19/2001 REMARKS: WILLIAM A ADDAMS CHECK# 1125 SEAL ACN ASSESSMENT CONTROL NUMBER 01148251 TOTAL AMOUNT PAID: INITIALS: AC RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 000459 MARY C. LEWIS REGISTER OF WILLS AMOUNT $946.71 $946.71