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Home My WebLink About05-19-08 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 SPECK PAUL E 824 HERMAN DRIVE MECHANICSBURG, PA 17055 _______w fold ESTATE INFORMATION: SSN: 162-32-4434 FILE NUMBER: 2108-0548 DECEDENT NAME: SPECK CELIA DATE OF PAYMENT: 05/19/2008 POSTMARK DATE: 05/16/2008 COUNTY: CUMBERLAND DATE OF DEATH: 11/30/2007 NO. CD 009749 ACN ASSESSMENT CONTROL NUMBER AMOUNT 08122140 I $9.96 I I I I I I I I TOTAL AMOUNT PAID: $9.96 REMARKS: CHECK#1803 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 6~ cb~Y> 08122140 05-19-2008 REV-1543 EX AFP C09-00> EST. OF CEL IA SPECK 0 SAVINGS S.S. NO. 162-32-4434 [i] CHECKING DATE OF DEATH 11-30-t907 g 0 TRUST COUNTY CUMBERLAN~~ ~ !c~=L{:~RTIF. REMIT PAY~~ND ~MS t~; REGISTER OF~li+p _ :~-; CUMBERLAND1:Q-~RT\liOUS~. : CARLI SL E, I7k '~~~)?N113 '. --0 " Q '"T1 ::::x :D N 'U-l .. )> c.n .r:- PNC BANK NA has p..ovided the Depa..tment with the info..mation 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 feel this info..mation is inco....ect, please obtain w..itten co....ection f..om the financial institution, attach a copy to this fo... and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the Commonwealth uf Penn~ylvania. Questions may be answe..ed by calling (717) 787-M327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS PAUL E SPECK 824 HERMAN DR MECHANICSBURG TYPE OF ACCOUNT PA 17055 Account No. 000005140261504 Date Established Account Balance Pe..cent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] 04-28-1983 To insu..e p..ope.. c..edit to You.. account, two (2) copies of this notice mu~t accompany you.. payment to the Registe.. of Wills. Make check payable to: "Registe.. of Wills, Agent". x 3,861.79 50.000 1,930.90 .045 86.89 TAXPAYER RESPONSE NOTE: If tax payments a..e made within th..ee (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inhe..itance tax due will become delinquent nine (9) months afte.. the date of death. x [CHECK ] ONE BLOCK ONLY A. [] The above info..mation and tax due is co....ect. 1. You may choose to ..emit payment to the Registe.. 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 Depa..tment of Revenue. B. [] 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 ..ep..esentative. C. ~ The above info..mation is inco....ect and/o.. debts and deductions we..e paid by you. You must complete PART ~ and/o.. PART ~ below. 2 3 X 4 5 6 7 X 8 PART [!J TAX If you indicate a different tax rate, please state your relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. uate EstaDlishea 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 [!] DATE / 'l. :J q, Cj <:> )'7t?C?,v9' :l~/. Y' / ,. () y.:;,- 9-. 9 Ca DEBTS AND DEDUCTIONS CLAIMED Under penalties of complete to the best of ?~ C'_~ -rAvn."r-n r"T,........Tllnr- DESCR I PTI ON $ perjury, I declare that the facts I have reported above are true, correct and my knowledge and belief. HOME WORK ( '/r? ) ( ) 71.:.' -(j ten freetilecking Account Statement 1':'\ C Itlll k PNCBANK For th9 p9riod 11110/2007 to 12/11/2007 Primary account number: 51-4026-1504 Page 1 of 2 Number of enclosures: 0 CELIA SPECK PAUL E SPECK 824 HERMAN DR MECHANICSBURG PA 17055-5734 IQl For 24.1101lr banking, and transaction or .b'::!. interest rate information, sign on to 11' PNC Ehlllk Online Banking at pnc.colll. For customer selvice call1-88S-PNC-BANK between the hours of 6 AM and Midnight ET. Para servicio en esparlol, 1-866-HOlA-PNC Moving? Pleas"! cont<lct liS at 1-888-PNC-BANK o Write to: Customer Service PO Box 609 Pittsbllroh PA 15230-9738 ItJJ Visit us at pne.com L.:::::. ~"~ ., - TDO tennin<ll: 1-800-531-1648 For ht,;" jtl~ iml':lif cd rlil..-nt<\ olll~- .....~~.~ ,. ...,...,.~._. , ,~~ .. ~ ~ . ~~ - ..,-.........- .- .,....~. -........... .... -~j - ,..... ......,- Give the gill ofPNC Bank "isa:~) Gill Cards this holid:lv season. Perfed It)\" cwryone and avail:lhle in \"hole dolbr lIInOllnts lip to 5500. Slop by a rarti'~ipa{jng PNC Bank hrandl/i.}l' more dclails. . !'(,.l~!('!!.f/It.: .1:m,'~I_jh' N~)n:1l1!)~r f7,.UIl' eurchasc Ice ,~'ill h:..::<;~~)~ Jrre~'iouslt ~J.95l: free CItQck.i..U Account S..nunary Account number: 51-4026-1504 . _..r . . - ~ .,,~~ ...". +,...- .~~ ~ ~ Celia Speck Paul E SpeGk Beginning balance ~~,~() L 79 Deposits and olher additions 970.70 Checks and other deductions 1,7lto.00 Ending batance <',072.49 ,......, Q . Q Please see th~i~Y Det~ectionjfot :: additional infOl~~i~. ~' , -;~~>0J l., ..J.-j 1..0 ?<: Balance S..mmary .00 -' C) "-', ~.J '::11'~1 '-..- -:-.0 -u--I J> -0 :J: \. Average monthly balallce ~,8:~:..1 :~ Charges and fees N C.J1 .. Transaction SI.nlmary CheCK" paidl withdrawals Check Card POS signed transactions Check Card/Bankcard POS PIN transactions o o Total ATM transactiolls PNC Bank ATM transactions other BanI< ATM transactions o {) o Acthfity Petail D~I.""9itB and Other Additions Date 1 "2/0:\ Amount Description 970.70 Dhed Dcposit - SOl' See US Trcasmy :303 XXxxX75:tm Tlv'lr''l was 1 Deposit Of Olltel Addition totalin{/ $970.70. Checks and Substitute Checks O~ D~ =-- ~. 78!).:}0 12/011 Reference number O~,\(J~187 l!l There is 1 check list~ totaling $789.30. FOBivi953H.l00G Free Checking Account Statement PNC l3ank PNCBANK For the period 12/12/2007 to 01111/2008 Primary account number: 51-4026-1504 Page 1 of 1 Number of enclosures: 0 CELIA SPECK PAUL E SPECK 824 HERMAN DR MECHANICSBURG PA 11055-5734 C For 24-hour banking, and transaction or L.Z!, interest rate informatiolll, sign on to 1J' PNC Bank Online Bankil1g at pnc.com. For customer service cclIl1-888-PNC-BANK between the hours 016AM and Midnight ET. Para servicio en espariql, 1-866-HOlA-PNC Moving? Please contact Us at 1-888-PNC-BANK l2!SI Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 tJ Visit us at pnc.com L::3 I~l ~ TOO tenninal: 1-800-531-1648 FOJ h(':il il\~ inlpaj[C'f_1 rli,,-'nb 01,1)" Free Checking Account SU"III.ary Account number: 51-4026-1504 Celia Speck Palll E Speck Balance 5..mmary Beginning balance 3,072.-19 Deposits and other add/lions 137.89 Checks and other deductions 789.30 Ending balance 2(121.08 Please see the Activity Detail section for additional information. Average monlhly balance 2,115.'10 Charges and fees .00 Transaction SlImmary Checks paid! withdrawals Check Card POS signed transactions Cheek Card/Bankcar.j POS PIN transactions () o Total ATM transactions PNC Bank ArM transactions Other Bank ATM transactions () () () Activity Detail Deposits and Otlter Additions Dale Amount Description 12/19 l:l7.S9 lkposil Rdncnce No 02.1;>:l3.ISG There was 1 Deposit or Other Addition totaling $137.89. Cheeks and SlIltstitllte Checks Check ~ E: ~ ;;;~ 12;';; _ ) "-------_.-..~~_.~------------ Heferonce number Uill13:ll;li92 Daily Balance Detail Dale Balance 12/'12 :l,072.W There is 1 check list~d totaling $789.30. Dale 12/13 Balance 2.2:nl9 Dale 12/19 Balance 2.121.03 FOilM953R.IO05 Free Checking Account Statement PNC Bank For the period 01/12/2008 to 02/11/2008 CELIA SPECK PAUL E SPECK 824 HERMAN DR MECHANICSBURS PA 17055-5734 - - Free Checking Account Sumn.ary Account number: 51-4026-1504 - PNCBANl< Primary account number: 51-4026-1504 Page 1 of 1 Number of enclosures; 0 Ei! For 24-hollr banking, and trllnsaction or -. interest rate infortllation, sign on to 11' PNC Bank Online Banking at pnc.com. For customer selvir-a call1-868.PNC-BANK between the hours of 6 AM and Midnight ET. Para servicio en espal'lol, 1-866-HOLA-PNC Moving? Please contact us at 1-688-PNC-BANK 12!$1 Write to; Customer Service PO Box 609 Pittsburgh PA 15230-9738 g Visit us at pne.com ~ I TDO terminal: 1-800-531-1648 "-"R h("'aring illll':1irt'tt dj(.,.t~ only Celia Slleck Paul E Speck Balance Summary Ple<lse see the Ac:tivity Detail section for additional information. Beginning balance 2,421.08 Checks and other deductions 1 :lo.89 Deposits and olher additions .00 Average monthly balance 2,37:'.78 Ending balance 2,290.19 Charg"s and fees .00 Transactio.. Summary Checks paldl withdrawals Check Card POS signed transactions Check CardlBankcard POO PIN transactions 2 () Total ATM transactions PNC Bank ATM transactions Other Bank ATM transactions o o Activity Detail Checks and Substitute Checks Check natA Reference number ._-.-.....---------.-----Amount paid number--- ~-- 21.00 01/_1~__ 0'..!679H23 .. Gap in check sequence o o Ch..ck ___________ -- mfliiTlei- .- ( 127'1 Amount 109.89 Date paid 02/04 There were 2 checks listed totaling $130.89. Daily Balance Detail Date Balance Ol/12 2,121.08 Date 01/18 Balance 2,'100.08 Date 02/0/1 Balance 2,290. 19 FORM953R.1005 Free Checking Account Statement PNC Bank PNC-BANK For tbe period 0411212... to 08/1212008 Primary account number: 51-4026-1504 Page 1 of 1 Number of enclosures: 0 G H PAUL E SPECK 824 HERMAN DR MECHANICSBURG PA 17055-5734 Q For 24-hour banking, and transaction or Interest rate information. sign on to 11' PNC Bank Online Banking at pne.com. For customer service call 1-888-PNC-BANK between the hours of 6 AM and Midnight ET. Para servlcio en espanol, 1-866-HOlA-PNC Moving? Please contact us at 1-888-PNC-BANK ti!Sl Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 ~ Visit us at pnc.com Ii] TOO terminal: 1-800-531- 1648 ~'or b.."riug impaired r1ienl~ only Sometimes bigger dreams require larger loans. With highly competitive rates and low down payments, we can otTcr more mortgage options and better financing solutions. Whether you're shopping for a new prul1al)' residence, a second home, or considering a refinance, we can tailor a jtUl1bo mortgage that fIts your big plans perfectly. . For More Infonl1otion: > Visit your local PNC Bank branch > Visit pncmortgage.com > Call 1-800-778-6618 Fr.. Checking AccOIHIt SuIIImary Account number: 51-4026-1504 Paul E Speck Please see the Activity Oetail section for additional infonnation. Balance Summary Beginning balance 2,290.19 Deposits and other additions .00 Checks and other deductions 2,290.19 Ending balance .00 Average monthly balance 960.40 Charges and fees .00 Activity Detail Onli..e and Electronic Banking Deduction. Date __~ - Amount .=D8~("rip';9ft. OV25 2,290.19 Transfer To Account There was 1 Online or Electronic Banking Deduction totaling $2.280.'19. - ------- 0000005140060~~ Date 04125 Amount Descripllon .00 Outstanding Item Close There was 1 Other Deduction totaling $.00. Other Deductions Daily Balance Detail Date Balance ()1/12 2,290.19 Date 04/25 Balance .00 Paying for college? PNC Dank can provide solutions to all your education fmancing needs. Call now to review your optKms with an experienced loan counselor. ~~an PNC Bank: 1-800~762-100I If you prefer to apply online, visit us at pnconcamptls.com. FORM953R.lO05 F #233580737---10/1/2007 Blue And White - 10/31/2007 - 1 pg TYPE Of BlLL IlUARl\JITOR _E AND ADPRP;SS CELIA E SPECK 824 HERMAN DR MECHANICSBURG PA 17055 400 361 ALBERT J RY OF CHARGES NF-INT 31DAYS@ 202.50 LABORATORY 89 OCCUP THERAPY 60 SPECIAL CARE UNIT 6277.50 311.00 183.00 191.57 6277.50 311. 00 183.00 191. 57 SUB- OTAL OF CHARGES 6963.07 6963.07 THIS ILL MARKS THE DELETION OF ALL DET DATED P lOR TO 1 /31/07 GUA RELATIONSHIP: ACC DATE: S UAR 2335 TYPE: B CE: (") Co 3~~ ~:: '_:": ,...:-..... 'C),.-, Q~T; , , :::0 ''0---/ :::> 99077533D WM80033218 001610686 REL: ,...", c::::> = = 3: :;.:... -< \..0 , -1 \J --,..". !'.) c.....'1 +- 'SLIA E-Enc #233580-IPT-SSN-10/22/2004 Blue And White - 11/12/2007 - 1 pg ClUAIlAIlTOR IIA1lE AIID ADDRESS CELIA E SPECK 824 HERMAN DR MECHANICSBURG PA 17055 361 400 99077 533D WM80033218 001610686 ALBERT J 202.50 1417.50 1417.50 B SEX: F TI E: NO: PL CE: 1417.50 1417.50 RELATIONSHIP: DATE: /FINAL DIAGNOSIS: DIAGNOSIS: S TYPE: V66.5 285.9 r' j. f') ., " V . ~/Jt~ 2. "F' I ~ I e.,t<- } ,/ Cocklin Funeral Home, Inc. 30 N. Chestnut Street DilIsburg, P A 17019 (717)432-5312 January 14, 2008 Paul E. Speck 824 Herman Dr. Mechanicsburg, PA 17055 The Funeral Service for Mrs. Celia E. Speck 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. Our Service Total Service Charge. . . . . . . . . . . FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: Blue Mist . . . Monticel1o . . . . . . . . Wearing Apparel. . . . . . THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED . , , , . . . . . . . . . Cash Advances Flowers. . . . Certified D.C.. . Clergy Honorarium Cemetery Opening Death Notices" . Cutting Date . . Cemetery Equip. . TOTAL CASH ADVANCES AND SPECIAL CHARGES . Total Total Cost " SUB-TOTAL INITIAL PAYMENT I DISCOUNT I CREDITS TOTAL AMOUNT DUE Mrs. Celia E. Speck Page 1 $2980.00 $2980.00 $3650.00 $1200.00 $200.00 $8030.00 $136.68 $18.00 $75.00 $750.00 $109.89 $150.00 $140.00 $1379.57 $9409.57 $9409.57 9299.68 $109.89 '- '::0 "U --j )$ -0 ~ (, --'; ~ '....1 .s:- .9i~~~~jah Form PB-Q1 100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055 PAUL SPECK 824 HERMAN DRIVE MECHANICSBURG, PA 17055 QUESTIONS? CALL: (717 ) 697-4666 RESIDENT # I UNIT STMT. DATE 110708 I 015D 12/31/2007 RESIDENTlS) Mrs. CELIA E. SPECK TOTAL AMOUNT DUE $21.00 DATE DUE 01/31/2008 $ DATE DESCRIPTION RATE Daysl CHARGES CREDITS BALANCE Units I Balance Forward 675.88 *** Nursing Care *** 12/31/07 PATIENT LIABILITY 8.00 654.88 21.00 ,p J V (f) ~ /IJ'lJ ,J fl C!./(,'? Q 'c~o ",';::0 <-0 -ifg ,~.:x -- 5_J 0 ~!';cd -1/ '.~-;~ ::0 ':;"0 -, J-- f'..;:, <:::::> = RESIDENT # 11 0708 CURRENT 0.00 OVER 30 21.00 OVER 60 0.00 OVER 90 0.00 OVER 120 0.00 TOTAL AMOUNT DUE $21.00 RESIDENT NAME Mrs. CELIA E. SPECK A 1% finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you! Form PB-01 MA If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank YOU! SPECl{ \{ 0 CE\..\~ ~ SPEC Ei p..pi '\ '\ I..k-.........-'- P~\,)\.. ~ip. SiP.E:: '\10,\9 J I 208E~\)RG,Pp.. ". g~ Ol\..\..$ 1 ~ ~' ec--::. t:' -t ,/U ~ . O~ -t :N ~ Vtetnlutn l'~C!~ "';:. ",0'" ~~~~~p~~~- Olb~ Ce\1 \~ . S ~l. r:B <? ~a'- ~~~l ,~O~ E\IE\JI $ ~~r 4 QUe....leL --- ',l. '- .-<111'1'- 010 a'\3 '\ ,\" L>-' 60-'\'2131 .../)*<. 6t" ~ 1. "1 t J r() .,~i )- O"t\~6\..E. tolo"t tolEG r-:> ~' c:::> liE"" cr> "CilaL\: $ ~ QEOv C _~ ..-n.il'1'- ,'3'-" ---n ,n ,\'\6 :J::l'" L>-' "'"~Ia." -< 6Q.', :J: Q / /I,.j-/O"t' - ~.z: ~3 I\I'.\.. fOl\'O 11-<\S \1f.~ BI"IJl.l'lCf. GO"t\~6\..E .l.- tolO"t tolE - " o \~Z ~~~~ S~ ~~~t~ ru ~ ~ -.J ~ ~~ ~ ~.. ""~ ~.J "" ~ .- IJi ~:? ... ~l b % ru tJ':I ... IJi o r o~ f"v 'O'''~u _0 'JI'... ~(l)CC Ul';r-'JI' ~~t"~ ~:P(I)tn .~ ~ "0 (') ):>~~~ ~~~ o. <O~ -I .... .... o .... N ....... ~ ~ B -l ~ o '8 <:: ~ tP In -;:, ~ '" pECl{ Ii E\..\~ S SPEC"" p..P' '\ ,$) C \I\.. E. ;TREEi, p~ Ep..'JER 5 pI>. \10'\9 .:>./'.r dt~ zo 6\..$6$RG, . iJ 7 ~ OIL ~..-4 ~ ~ -(9..-1 ~ ( qc-:~~~ ~ut1l l'N _ "... d'I () 'i 0.... -r"NC tall't\ <It /I - 0 C b ~ S C<o' ,l.~;'; ,&.: ",." r -O~~ .r<:J '- O\~ ~ ~ ~~t ~ t) ~~ ~ ... '\ ~ \\) ru ~ ""~ . -.J ~ ~~ ~.J "" ~ .L ~ ~ $'~ 0: 1~~ ~ ... ~ ~ i. ~ '>.. ~\~ l\ ., ~\ ~ ... ~ Ie '.i '" ... ... en - =;. 1'< '.-.~ .,i o"'''O~ _0 )10... ~~Cc. Ul}:>r-)Io ~<:.rn(l) :pm. "0 G):P(I)tn -~~"O(') }:>~~~ ~~~ o. ;010 -I .... .... o ~ 't t 1 .....\w ~\c. "- \, ...... UJ ~ <I: <I: CO t- Q... c::> (/) .r~. I- OC:JE:(~ .z a.......a:(J(O::::J ,I::cr~.-o .a..I-- E: (/) Z :.-0: =i a: <:c 13 :;: (.Cl o r"-~ -Pci .0) -l;; ~g ====== -- -- M -- o f'- -- -- -- - I:::~ n ...;;: :;!o: ..~ li!'" 11 II o o o o