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Home My WebLink About04-15-08 (3)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 009562 THOMAS ANDREW L 905 GREENBRIAR DRIVE MECHANICSBURG, PA 17050 -------- fold ESTATE INFORMATION: ssN: 200-a4-9292 FILE NUMBER: 2108-0428 DECEDENT NAME: THOMAS GEORGE B DATE OF PAYMENT: 04/ 1 5/2008 POSTMARK DATE: 04/14/2008 couNTY: CUMBERLAND DATE OF DEATH: 01 / 1 8/2008 ACN ASSESSMENT AMOUNT CONTROL NUMBER 081 14333 ~ $104.41 TOTAL AMOUNT PAID: REMARKS: ANDREW L THOMAS CHECK#807 SEAL INITIALS: WZ RECEIVED BY: $104.41 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21- C)~ - l.(~~ DEPT. 280681 HARRISBURG, PA 171z8-ocBl TAXPAYER RESPONSE ACN 08114333 DATE 04-09-2008 REV-3543 EX AFP (09-DO) TYPE OF ACCOUNT EST. OF GEORGE B THOMAS ® SAVINGS S.S. N0. 200-34-9292 ~ CHECKING DATE OF DEATH o1-18-2008 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FhOJRMS T0: ANDREW L THOMAS REGISTER OF ILLS ~ 905 GREENBRIAR DR CUMBERLAND OURT FUSE-- ~~ MECHANICSBURG PA 17050-1916 CARLISLE, PA- -t~17013 ~' ; ri }~`~ I~ ~ ~"-7 CI7 ,7;'j 1 ~~ .. ' ~ ~.~ PSECU ~ ` ~ 33m has provided the Department with the information listed below which gds-been used~yin 1_~ calculating the potential tax due. Their records indicate that at the death of the above decedent, you were.,-a ~a~nt owner~neficiaTy~ this account. If you feel this information is incorrect, please obtain written correction from the financial:3n3~itution,•attachCa;.~opy to this form and return it to the above address. This account is taxable in accordance with the Inheritancs7ax Laws of Fqj Commd'nweal~h of Penrsylvania• Cuestions may ba answered by calling C717) 787-8327. ~ -. __. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0188627586 Date 04-08-1983 To insure proper credit to your account, two Established (2) copies of this notice must accompany your Account Balance 31 , 455.44 payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax 15, 727.72 NOTE: If tax payments are made within three C3) months of the decedent's date of death, Tax Rate X .045 You may deduct a 5Y. discount of the tax due. Potential Tax Due 707.75 Any inheritance tax due will become delinquent nine C9) months after the date of death. PART TAXPAYER RESPONSE 1 ........................................................................................................................................ A. ^ The above information and tax due is correct. I. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or you may check box "A" and return this notice to the Register of 0 N E Nills and an official assessment will be issued by the PA Department of Revenue. BLOCK ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax ret 0 N L Y to be filed by the decedent's representative. urn C. The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART I f y o u i n d i c a t e a d i f f e r e n t t a x rate , P l e a s e s tat a o u r :::::.... ...................................................................................:........................................... .:::: s ~ii'i€i~ ili'•._ iEs=i':i''si ~~ ~ ~€_;~`i~Ei~~~'ss i :i':i€ : : :::..::::::::::::::::::: relationsh" ~~ ~ ~~~ ~~~~ 1P to decedent: :............._.......... •.............................._......_- ~'.....~~~s~::~;::::~ TAX RETURN - COMPUTATION LINE i. Gate 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~~~ ~ PART 0 DATE PAID PAYEE OF TAX ON JOINT/TRUST ACCOUNTS i '+ 2 ~ . '~~ • 3 ``t~ 4_ ~ . 7l 1 . ~ [i. , 5 - \ `S 6 _ ~. ~~o~J. tl.~. 7 ~1 S s . ~ /CY3_`~0 DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Z Z}t U n d e .~~ penalties of perjury, I declare that the facts I have reported above are true, correct and et to thei:pest of my knowledge and belief. ~~~^,,,j~~ 1 `~s~//J~C/ HOME C ~T / ~T ) J y WO R K C 7 / ~' ) ol- l L( OSQ9 'L{ / 3 ER SIGNATURE TELEPHONE NUMBER DA E =a~~~% a~'~i ~~- y ¢ 9 ~~~~P~'~~.~5 ~.~' ~~~''~ ,`~~~~..~.~ ~'~p~~~"~~'g~~y~~gjy~"~~~gg~` ~~~~.'~~a3+~¥~w9/~p~~aJ~C'r~.~~`r~~i.`~F ~ ~i"'~~~ ~~~A Z~L'°~ +../d y`g $~a :T~=~~~~' S+~.YCo~' ~1d~e2e~° Y!f/daS71lF~Ef~94~ dir! ~9_"CB~L~&~.9 Gi7o 1t~C~~J~~ ~~~-~ ~~~~ ~~~~~~~~~ ~~ ~~~ ~~~~~ ~o ~e~~ ~~~ ~w~~ ~~~~ ~~~°~ ~~~ ~~'cY.'. ~_'~. 5~1~.~ LY~L Y3c i7~ j ~J~ lr:~G~ ~at/Ri16~~6.~ °..i'~.1 ~.7.L~F S~~ ~9y~ ~y L/ZC C~~ ~~~~~lL ~~o .z --"~7 ~ r / ~ :may.., ~~ v- ~. /_~ ;~ ~/~ Hollinger Funeral Home & Crematory, Inc. Eric L. Hollinger, Supervisor January 24, 2008 Linda Thomas 8 Bourbon Red Drive ti1echanicsburg, PA 17050 The Funeral Service for George B. Thomas: We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. Professional Service Cremation Package F-Cremation with memorial service $3495.00 Merchandise Rosemont Cherry Casket 935.00 Tree Urn -slate 395.00 15 Bookmarks @ $3.00 each 45.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. Cash Advances Newspaper Notice -Sentinel ~ $185.00 Newspaper Notice -Patriot 338.00 Newspaper Notice -Oil City Derrick 105.00 Certified Copies of Death Certificate (10 @ $6) 60.00 Cumberland County Coroners Authorization 25.00 Flowers -Family Spray 132.50 Rev. Richard P. Waldron 325.00 Current Balance: b040.50 ,. it Soi NORTH BALTIMORE A\7ENLiE a MOllNT HOLLY SPRINGS. PENNSYLZ7ANIA 17065. (717) 486-5455 m FAX (717) 486-3215 ww-~c.noiIingerfuneraIhome.com PSEC~ ANDREW L THOMAS GEORGE THOMAS 905 GREENBRIAR DR MECHANICSBURG PA 17050-1916 MEMBEk NUMEER STATEMENT DATE P0. Box 61013 (7171 234.8184 (Harrisburg; Harrisburg, PA 17106-7013 (800) 237-7328 ;Nationwide) website - http://www.psecu.com ~ JOINT OWNER 0188XXXXXX 01/31/08 Post Eff Description 01/01 ID O1 REGULAR SHARES Beginning Balance Amount Balance 01/04 Payment: Account Adjustment: 549.28 LOAN PROCEEDS 12000.00 12599.28 01/04 Withdrawal Transfer To Loan 51 01/05 01/31 Withdrawal via Home Banking Transfer To Share 07 59.74- 12000 00- 12489.54 489 54 Payment: Dividend 1.240% . . Annual Percentage Yield Earned 1.250 from 01/01/08 0.93 through 01/31/08 490.47 Based on Average Daily Balance of 882 42 01/31 . Ending Balance ____---- -__-__-_ ______________________ 490.47 Post Eff _____________ Description ___________________ _________ O1/Ol ID 04 CHECKING Beginning Balance Amount Balance 01/02 Check 000795 2986.34 01/02 Check 122611 400.00- 2586.34 01/04 ELECTRONIC BILL 0005 FOR $126.08 1100.00- 1486.34 WAS SENT TO PPL 01/09 ELECTRONIC BILL 0010 FOR $91.07 WAS SENT TO COMCAST - CENTRA 01/04 Check 122804 01/06 Withdrawal at ATM #00001211/W43002 118.36- 1367.98 ATM STAR NETWORK 714 W MAIN ST 80.00- 1287.98 MECHANICSBURG PA 01/08 Withdrawal Direct Deposit COMCAST - CENTRA 91 07- 1196 91 TYPE: E-BILL C0: COMCAST - CENTRA . . 01/08 Withdrawal Direct Deposit PPL TYPE: E-BILL C0: PPL 126.08- 1070.83 01/09 BILLPAYER CHECK 010908 FOR $246.00 WAS MAILED TO ERIE INSURANCE GROUP 01/09 . BILLPAYER CHECK 010906 FOR $2.50 WAS MAILED TO PENN WASTE INC. 01/11 Payment: Direct Deposit PA TREASURY DEPT 1778 46 2849 29 TYPE: PAYROLL ID: 1236003133 . . C0: PA TREASURY DEPT 01/11 Check 010906 2.50- 2846.79 PSEC~k ANDREW L THOMAS G HOMA 905 GREENBRIAR DR MECHANICSBURG PA 17050-1916 MEM BL=R NUMBER STATEMENT DATE 0188XXXXXX 01/31/08 1 ~~~ „~~~ P0. Box 67013 pl7) 234-8484 (Harrisburg; Harrisburg, PA 11106-701;3 (800) 237-7328 (Nationwide) website - http://www.psecu.com JOINT' OWNER Number 000796 Amount Number Amount Number Amount Number Amount 115 16 010908* 000797 * . 246.00 012611* 725.00 127.36 012104* 381.35 122611* 1100 00 Asterisk . next to number indicates skip in number sequence ____________________________ Post ___________________________ Eff Description _ ____ O1/O1 ID 07 MONEY MARKET Beginning Balance Amount Balance 01/05 Payment: via Home Banking Transfer From Share Ol 12000 00 19402.85 31902 85 01/31 DIVIDEND RATE CHANGED FROM 3.93$ TO 3.49$ . . 311{ssy~~.% Payment: Dividend 3.490% d t 01/31 Annual Percentage Yield Earned 3.950$ from 01/01/08 through O1/31/Og 9 31501.14 Ending Balance -_--- --- __ 31501.14 *** Post ANNUAL PERCENTAGE RATE 6.490$ *** Periodic Rate (Daily) ff Descri 0.54083$ 01/09 Principal L ESTATE EQUITY LOAN Beginning Ba ance FIN CHG Fees Balance 01/04 New Loan ccoun s 0.00 01/04 12000.00 Payments Transfer From Share 01 0.00 12000.00 01/29 0.00 Payments via Home Banking Transfer From Share 04 59.74 12000.00 01/31 Ending Balance 375.00- 0.00 11625.00 A Payment of 234.74 is due on 03/01/08 11625.00 ye- 00 ~ ;. 4 l7 ~sJ'yb 'S'J N u~ ,~ ~ ~ ~~~ y„ `3 ~b --~-, (~ CJ S~ ~~ d