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Home My WebLink About06-19-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURI;, PA 1 7 1 2 8-0 601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 009906 REID ANNE M 42 FOX FARM ROAD PHILLIPSBURG, NJ 08865 fold ESTATE INFORMATION: ssN: 2oi-is-4os4 FILE NUMBER: 2108-0384 DECEDENT NAME: MYERS BARBARA L DATE OF PAYMENT: 06/19/2008 POSTMARK DATE: 06/17/2008 COUNTY: CUMBERLAND DATE OF DEATH: 03/25/2008 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 55,192.55 TOTAL AMOUNT PAID: REMARKS: CHECK#110 SEAL INITIALS: CJ REV-1162 EXI11-961 55,192.55 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Anne M. Reid, Executrix Estate of Barbara L. Myers 42 Fox Farm Road r, Phillipsburg, NJ 08865 n ~ _ ._ , -; 908-213-9590 r_-. o ~ r, ~ -- Glenda Farner Strasbaugh June 15, 2008 %_~~ -: Register of Wills F ~ -~ ~::, Cumberland County Courthouse = ~` `;~ i`' One Courthouse Square == Carlisle, PA 17013 Ref: File No. 2008-00384 Dear Ms. Strasbaugh: Enclosed please find PA Inheritance Tax Joint Bank Account Advance Payment Worksheets for the jointly owned liquid assets of Barbara Lee Myers (DOD 3/25/08). The enclosed check for $ 5,192.55 has been calculated as follows: Taxable Net tax DOD Value % Amount Tax Discount Remitted USAA Federal Savings Bank: Savings Account $83,350.73 50% $41,675.37 $1,875.39 ($93.77) $1,781.62 3 Year Fixed Rate CD $12,714.21 50% $6,357.11 $286.07 ($14.30) $271.77 1 Year Fixed Rate CD $15,000.93 50% $7,504.47 $337.52 ($16.88) $320.64 Members First Federal Cr. Union Savings Account $4,232.16 50% $2,116.08 $95.22 ($4.76) $90.46 Fixed Rate CD $25,525.70 50% $12,762.85 $574.33 ($28.72) $545.61 Fixed Rate CD $102,102.78 50% $51,051.39 $2,297.31 ($114.87) $2,182.45 $5,192.55 Thank you. ~ .r Anne M. Reid Estate Executrix REV-548 EX (12-03) INHERITANCE TAX JOINT BANK ACCOI.jNT COUNTY FILE NUMBER 2008-00384 ADVANCE PAYMENT WORKSHEET INHERITANCE TAX RECEIPT NUMBER DECEDENT'S NAME (LAST) (FIRST) (MIDDLE INITIAL) Myers Barbara L DECEDENT DECEDENT'S SOCIAL SECURITY NUMBER DATE OF DEATH INFORMATION 201-18-4034 03/25/2008 ADDRESS OF DECEDENT CITY STATE ZIP 210 Dorwood Drive Carlisle PA 17013 NAME OF FINANCIAL INSTITUTION Members 1st Federal Credit Union FINANCIAL INSTITUTION ADDRESS CITY STATE Zlp 5000 Louise Drive, PO Box 40 Mechanicsburg PA 17055 INFORMATION TELEPHONE NUMBER (717)697-1161 TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST ,Ql CERTIFICATE OF DEPOSIT ^ OTHER ACCOUNT gCCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) ACCOUNT NUMBER INFORMATION 102,102.78 205867-05 ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD ORIGINAL DATE ESTABLISHED Certificate of Deposit 10/26/2007 NAME (Last) (First) (Middle Initial) ~ . Reid Anne M • • SURVIVING ADDRESS PERCENT TAXABLE 42 Fox Farm Road JOINT OWNER CITY STATE ZIP CODE INFORMATION Phillipsburg, NJ 08865 RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Daughter (908)213-9590 NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE LIST DEBTS ~ DEDUCTIONS BELOW Date Paid Payee Description Amount Paid Note: Please attach to receipt Total $ 0.00 REV-548 EX (12-03) INHERITANCE TAX JOINT BANK ACCOUNT COUNTY FILE NUMBER 2008-00384 ADVANCE PAYMENT WORKSHEET INHERITANCE TAX RECEIPT NUMBER DECEDENT'S NAME (LAST) (FIRST) (MIDDLE INITIAL) Myers Barbara L DECEDENT DECEDENT'S SOCIAL SECURITY NUMBER DATE OF DEATH INFORMATION 201-18-4034 03/25/2008 ADDRESS OF DECEDENT CITY STATE ZIP 210 Dorwood Drive Carlisle PA 17013 NAME OF FINANCIAL INSTITUTION Members 1st Federal Credit Union FINANCIAL ADDRESS CITY STATE ZIP INSTITUTION 5000 Louise Drive, PO Box 40 Mechanicsburg PA 17055 INFORMATION TELEPHONE NUMBER (717)697-1161 TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST RI CERTIFICATE OF DEPOSIT ^ OTHER ACCOUNT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) ACCOUNT NUMBER INFORMATION 25,525.70 205867-41 ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD ORIGINAL DATE ESTABLISHED Certificate of Deposit 10/26/2007 NAME (last) (First) (Middle Initial) ~ . , , _ Reid Anne M - ~ SURVIVING ADDRESS PERCENTTAXABLE 42 Fox Farm Road JOINT OWNER CITY STATE ZIP CODE INFORMATION Phillipsburg, NJ 08865 RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Daughter (908) 213-9590 NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENTTAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENTTAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE LIST DEBTS & DEDUCTIONS BELOW Date Paid Payee Description Amount Paid Note: Please attach to receipt Total $ 0.00 REV-548 EX (12-03) ~ IV A G H I I H N V t l AJC J V I IV I t3A IV K AL (: V U N T COUNTY FILE NUMBER `/ (J c1 ~' L~ ~' ? ~T ~I ADVANCE PAYMENT WORKSHEET INHERITANCE TAX RECEIPT NUMBER DECEDENT'S NAME (LAST) (FIRST) (MIDDLE INITIAL) Myers Barbara ~ DECEDENT DECEDENT'S SOCIAL SECURITY NUMBER DATE OF DEATH INFORMATION 201-18-4034 03/25/2008 ADDRESS OF DECEDENT CITY STATE ZIP 210 Dorwood Drive Carlisle PA 17013 NAME OF FINANCIAL INSTITUTION USAA Federal Savings Bank FINANCIAL INSTITUTION ADDRESS CITY STATE ZIP INFORMATION 10750 McDermott Freeway San Antonio TX 78288 TELEPHONE NUMBER (800)531-8722 TYPE OF ACCOUNT ~[ SAVINGS ^ CHECKING ^ TRUST ^ CERTIFICATE OF DEPOSIT ^ OTHER ACCOUNT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) ACCOUNT NUMBER INFORMATION 83,350.73 0015499731 ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD ORIGINAL DATE ESTABLISHED Performance First Savings Account 06/06/2001 NAME (Last) (First) (Middle Initial) ~ . , ~ _ . Reid Anne M • SURVIVING ADDRESS PERCENT TAXABLE 42 Fox Farm Road JOINT OWNER CITY STATE ZIP CODE INFORMATION Phillipsburg, NJ 08865 RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Daughter (908)213-9590 NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Date Pald Payee Description Amount Paid Note: Please attach to receipt Total $ _ 0.00 REV-548 EX (t2-03) INHERITANCE TAX JOINT BANK ACCOUNT COUNTY FILE NUMBER .( ADVANCE PAYMENT WORKSHEET INHERITANCE TAX RECEIPT NUMBER DECEDENT'S NAME (LAST) (FIRST) (MIDDLE INITIAL) Myers Barbara ~ DECEDENT DECEDENT'S SOCIAL SECURITY NUMBER DATE OF DEATH INFORMATION 201-18-4034 03/25/2008 ADDRESS OF DECEDENT CITY STATE ZIP 210 Dorwood Drive Carlisle PA 17013 NAME OF FINANCIAL INSTITUTION USAA Federal Savings Bank FINANCIAL INSTITUTION ADDRESS CITY STATE ZIP 10750 McDermott Freeway San Antonio TX 78288 INFORMATION TELEPHONE NUMBER (800)531-8722 TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST Ri CERTIFICATE OF DEPOSIT ^ OTHER ACCOUNT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) ACCOUNT NUMBER INFORMATION 12,714.21 5095390 ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD ORIGINAL DATE ESTABLISHED year fixed rate CD 06/26/2005 NAME (Last) (First) (Middle Initial) ~ • , Reid Anne M • • SURVIVING ADDRESS PERCENTTAXABLE 42 Fox Farm Road JOINT OWNER CITY STATE ZIP CODE INFORMATION Phillipsburg, NJ 08865 RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Daughter (908)213-9590 NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENTTAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE i LIST DEBTS & DEDUCTIONS BELOW Date Paid Payee Description Amount Paid Note: Please attach to receipt Total $ _ _ 0.00 REV-548 EX (12-03) INHERITANCE TAX JOINT BANK ACCOUNT COUNTY FILE NUMBER Sl r.~ J '" CI U ~~~~ ADVANCE PAYMENT WORKSHEET INHERITANCE TAX RECEIPT NUMBER DECEDENT'S NAME (LAST) (FIRST) (MIDDLE INITIAL) Myers Barbara L DECEDENT DECEDENT'S SOCIAL SECURITY NUMBER DATE OF DEATH INFORMATION 201-18-0034 03/25/2008 ADDRESS OF DECEDENT CITY STATE ZIP 210 Dorwood Drive Carlisle PA 17013 NAME OF FINANCIAL INSTITUTION USAA Federal Savings Bank FINANCIAL ADDRESS CITY STATE ZIP INSTITUTION 10750 McDermott Freeway San Antonio TX 78288 INFORMATION TELEPHONE NUMBER (800)531-8722 TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST „1ZI CERTIFICATE OF DEPOSIT ^ OTHER ACCOUNT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) ACCOUNT NUMBER INFORMATION 15,000.98 5103259 ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD ORIGINAL DATE ESTABLISHED 1 year fixed rate CD 02/25/2008 NAME (Last) (First) (Middle Initial) ~ . ~ , Reid Anne M - • SURVIVING ADDRESS PERCENT TAXABLE 42 Fox Farm Road INT OWNER JO CITY STATE ZIP CODE INFORMATION Phillipsburg, NJ 08865 RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Daughter (908)213-9590 NAME (last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE T OWNER JOIN CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE INT OWNER JO CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE LIST DEBTS & DEDUCTIONS BELOW Date Pald Payee Description Amount Paid Note: Please attach to receipt Total $ 0.00 REV-548 EX (72-03) INHERITANCE TAX JOINT BANK ACCOUNT COLINTYFILENUMI3ER 2 U G 3' G G ~ S`"`I 0 ~ ADVANCE PAYMENT WORKSHEET INHERITANCE TAX RECEIPT NUMBER DECEDENT'S NAME (LAST) (FIRST) (MIDDLE INITIAL) Myers Barbara L DECEDENT DECEDENT'S SOCIAL SECURITY NUMBER DATE OF DEATH INFORMATION 201-18-4034 03/25/2008 ADDRESS OF DECEDENT CITY STATE ZIP 210 Dorvvood Drive Carlisle PA 17013 NAME OF FINANCIAL INSTITUTION Members 1st Federal Credit Union FINANCIAL ADDRESS CITY STATE ZIP INSTITUTION 5000 Louise Drive, P.O. Box 40 Mechanicsburg PA 17055 INFORMATION TELEPHONE NUMBER (717)697-1161 TYPE OF ACCOUNT ~[ SAVINGS ^ CHECKING ^ TRUST ^ CERTIFICATE OF DEPOSIT ^ OTHER ACCOUNT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) ACCOUNT NUMBER INFORMATION 4,232.16 205867-00 ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD ORIGINAL DATE ESTABLISHED Regular Savings Account 06/06/2001 NAME (Last) (First) (Middle Initial) ~ . , Reid Anne M - • ADDRESS PERCENT TAXABLE SURVIVING 42 Fox Farm Road JOINT OWNER CITY STATE ZIP CODE INFORMATION Phillipsburg, NJ 08865 RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Daughter (908)213-9590 NAME (Last) (First) (Middle Initial) ADDRESS PERCENT TAXABLE SURVIVING JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE NAME (Last) (First) (Middle Initial) ADDRESS PERCENT TAXABLE SURVIVING JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE LIST DEBTS & DEDUCTIONS BELOW Date Paid Payee Description Amount Paid (Vote: Please attach to receipt Total $ ~~~