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HomeMy WebLinkAbout03-20-08 REV.!l48 EX (12-03) INHERITANCE TAX JOINT BANK ACCOUNT ADVANCE PAYMENT WORKSHEET COUNTY FILE NUMBER 1-\ - O~ - b,)\6 INHERITANCE TAX RECEIPT NUMBER ADDRESS OF DECEDENT 185 Old State Road, (FIRST) (MIDDLE INITIAL) Juanita B DATE OF DEATH 0612012007 CITY STATE ZIP Gardners PA 17324 DECEDENT INFORMATION DECEDENTS NAME (LAST) Frost DECEDENTS SOCIAL SECURITY NUMBER 171-28-0853 FINANCIAL INSnTUnON INFORMATION NAME OF FINANCIAL INSTITUTION Allianz Insurance Company of North America ADDRESS 5701 Golden Hills Drive TELEPHONE NUMBER CITY Minneapolis STATE MN ZIP 55416 ACCOUNT INFORMATION TYPE OF ACCOUNT D SAVINGS D CHECKING DrRUST D CERTIFICATE OF DEPOSIT II OTHER Annuity ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) 51,055.68 ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD Juanita Frost ACCOUNT NUMBER 06/20/2007 ORIGINAL DATE ESTABLISHED 09/28/1998 NAME (Last) Conley SURVIVING ADDRESS 185 Old State Road JOINT OWNER CITY INFORMATION Gardners RELATIONSHIP TO DECEDENT Granddaughter NAME (Last) Frost SURVIVING ADDRESS 185 Old State Road JOINT OWNER CITY INFORMATION Gardners RELATIONSHIP TO DECEDENT Granddaughter NAME (Last) SURVIVING ADDRESS JOINT OWNER CITY INFORMATION RELATIONSHIP TO DECEDENT E [)f~PO! tmt'nt of Rt'\d'IHJI' U,e Only PERCENTTAXABU (First) Heather (Middle Innlal) STATE PA ZIP CODE 17324 TELEPHONE NUMBER (717) 4864923 TAX RATE (First) Johanna (Middle Innial) C PERCENT TAXABLE STATE PA ZIP CODE 17324 TELEPHONE NUMBER (717) 486-5611 TAX RATE (First) (Middle Innlal) PERCENT TAXABLE STATE ZIP CODE TELEPHONE NUMBEfI TAX RATE LIST DEBTS & DEDUCTIONS BELOW Date Paid Deecrl Ion Amount Paid Note: P/eIJse attach to receipt Total $ 0.00 \ # COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FROST DEBRA R 185 OLD STATE ROAD GARDNERS, PA 17324 __nun fold ESTATE INFORMATION: SSN: 171-28-0853 FILE NUMBER: 2108-0316 DECEDENT NAME: FROST JUANITA B DATE OF PAYMENT: 03/20/2008 POSTMARK DATE: 03/20/2008 COUNTY: CUMBERLAND DATE OF DEATH: 06/20/2007 NO. CD 009441 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2/297.42 I I I I I I I I TOTAL AMOUNT PAID: $2,297.42 REMARKS: CHECK# 4394 INITIALS: MAW RECEIVED BY: SEAL REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS