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HomeMy WebLinkAbout02-1125CG;INDNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE FILE N0. 21 -'0.2.•" /l BUREA!J OF INDIVIDUAL TAXES AND ACN 02147255 DEPT. 280601 TAXPAYER RESPONSE HARRISBURG, PA 17128-0601 DATE 11-06-2002 REV-1545 E% AFP (09-RO) EST. OF GEORGE S MILLER S.S. N0. 162-22-6145 DATE OF DEATH 09-16-2002 -.CQUNTy CUMBERLAND ** JOYCE I RITTER 496 MOUNTAIN RD BOILING SPGS PA 17007.,, TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 M 6 T BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Nennsylvania. Questions nay be answered by calling (717) 787-8327. rnMDIFTE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1162543 Date 07-27-2002 To insure proper credit to your account, two Established (2l copies of this notice must accompany your payment to the Register of Wills. Make check Account Balance 17 , 498.16 payable to: "Register of Wills, Agent^. Percent Taxable X 10 0 . 0 0 NOTE: If tax payments are made within three Amount Subject to Tax 17 , 498.16 (3) months of the decedent's date of death, Tax Rate X , 15 You may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 2,624.72 nine C9) months after the date of death. PART TAXPAYER RESPONSE :.:.:.,..:::-:~:::-::::-:::::::::~:::-::~:;::::::-- :::::::.::::::-::-::::~:::::::-:~:~:_:;;;;;::::::-:.::-:::~:.:::-:ass:::-:::::;~~-;::::~ ::::::-:;::-,;::::~::::~::::~:~~i:,:::::::-:::::::-::::::_:::::::-::::-:::::-~:::::::::-::::::::-:::::::::::::_::::::::-::::::::::::-::-::::~::::::::~:: A. ^ The above information and tax due is correct. ister Re th t t of Wills with two copies of this notice to obtain 1. e g o You may choose to remit paymen or you may check box "A" and return this notice to the Register of id interest t CHECK , or avo a discoun Wills and an official assessment will be issued by the PA Department of Revenue. ONE C BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N LY to be filed by the decedent's representative. ® The C above information is incorrect and/or debts and deductions were paid by you. . You must complete PART ~ and/or PART 3^ below. ART ur state o ~ . 1rtt;_~ : =_€€€i. °. i€ to lease y ~ i€`€ ~~5~ s ~`Si~sif~ i ~ Vii;:;€. ° ;P~~~~~~~~~iTlfit ..............._...~SE#!"si f ou indicate a different tax ra P ~ :.:.::- ::::::::::::.:::.:.:.::~..........,.....,...::.:.:::-:-:-:-:-:::::::-:::::::::.:.:.:.:.:.::::.. / 2 edent : relationship to dec _ .~ , .. ..... t _:€ii[is~ ~ i€i€si€i `~'?~~fff°_=~~E :~ '~~i `•~~i€`:~€€~`~if::::::~:::::::::::: TAX RE TURN - COMPUTATION OF S '~i OUNT TAX ON JOINT/TRUST AC E LIN 1. 1 ed ish abl st to E Da 2. 2 ce lam a tint B co Ac 3. 3 e abl ax t T cen Per ::.... f ~ . 4 Ta to "ect b Su nt nou J A 7' _-^ 5. 5 'ons ts edu D and is Deb ~/ ~ t3 . ~ O ::.:. - 6. 6 ble axe t T tin Ano n Q ~C/' ~, `7 . 7 7 to Ra ax T ,r o .:::. ;~::: 8. 8 Tax Due ~:::::: % Oct I. 7 ~C ~:::: ;~~i?'~a~::s:~ :;_:;~::::::~_::~::~:;: ;s::~::~::;:::::~ :::::.::::::::::~::::::::::::::::::::::::::::::::::::.:.::::::;:...:....:::... DEBTS AND DEDUCTIONS CLAIMED PART 3^ ., ,, T., aevGF DESCRIPTION AMOUNT PAID -ia -a ~ '£' ~ `~ ---. . ,~-~-- -- ' --- c ..: Ts., r.....,..+~+;~..) S 700. ~© Under penalties of perjury, I declare that the facts I have reported above are true, correct aid e e to the best of ny knowledge and belief. HOME C~ ~ ~ ) ~, S~-' 3 ~o S ~o C1 WORK c ~ ~a -~-~~o a ~t'~') `~ TGI FPHnNF NIIMRFR DATE ..-- ~ M~s~x December 7, 2002 To Whom It May Concern: On behalf of Joyce I. Ritter of 496 Mountain Road, Boiling Springs, Pennsylvania 17007, I am writing to inform you that two checks, #1456 for $7,520.00 and #1458 for $352.00 in account #1162543 were presented for payment and were paid after the original tax calculation. Of the $7,520.00, $671.60 was later refunded, thereby lowering the total taxable amount to $10,297.76, making the customer's calculations correct. If further information is needed please feel free to contact M&T Bank. Sincerely, Timothy S. Parry Manufacturers and Traders Trust Company 631 Holly Pike, Mount Holly Springs, PA 17065 (717) 240-4522 Fax: (717) 486-7269 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 BITTER JOYCE I 496 MOUNTAIN ROAD BOILING SPRINGS, PA 17007 fold ESTATE INFORMATION: sSN: 162-2z-6145 FILE NUMBER: 2102-1 125 DECEDENT NAME: MILLER GEORGE S DATE OF PAYMENT: 1 2/ 1 0/2002 POSTMARK DATE: 1 2/09/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/16/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02147255 ~ S 1,029.78 TOTAL AMOUNT PAID: REMARKS: CHECK#1465 SEAL INITIALS: CW RECEIVED BY DONNA M. OTTO S 1,029.78 DEPUTY REGISTER OF WILLS REV-1162 EXI11-961 N0. CD 001936 REGISTER OF WILLS i~-~o~~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JOYCE I RITTER 496 MOUNTAIN RD BOILING SPGS PA 17007 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRU5T ASSETS REV-1548 IX ~FP COI -03) DATE 03-24-2003 ESTATE OF MILLER GEORGE S DATE OF DEATH 09-16-2002 FILE NUMBER 21 02-1125 COUNTY CUMBERLAND SSN/DC 162-22-6145 ACN 02147255 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -_-~---------------------- ------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-24-2003 ESTATE OF MILLER GEORGE S DATE OF DEATH 09-16-2002 COUNTY CUMBERLAND FILE N0. 21 02-1125 S.S/D.C. N0. 162-22-6145 ACN 02147255 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: M 8~ T BANK ACCOUNT N0. 1162543 TYPE OF ACCOUNT: C ) SAVINGS (X) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 07-27-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 17,498.16 X 1.000 17,498.16 7,200.40 10,297.76 X .15 1,544.66 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 12-09-2002 CD001936 54.20 1,029.78 PAYMENT MUST BE MADE BY 06-17-2003*. TOTAL TAX CREDIT 1,083.98 BALANCE OF TAX DUE 460.68 INTEREST AND PEN. .00 TOTAL DUE 460.68 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. rc rnTei rniF IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: RITTER JOYCE I 496 MOUNTAIN ROAD BOILING SPRINGS, PA 17007 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: SsN: 162-22-s~45 FILE NUMBER: 2102-1 125 DECEDENT NAME: MILLER GEORGE S DATE OF PAYMENT: 04/01 /2003 POSTMARK DATE: 03/31 /2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/16/2002 REV-1162 EX111-961 N0. CD 002371 AMOUNT 02147255 ~ 5460.68 TOTAL AMOUNT PAID: REMARKS: JOYCE I RITTER SEAL CHECK# 1470 INITIALS: AC RECEIVED BY: 5460.68 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS l ~-10~- ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT O F A C C O U N T REV-1607 EX RFP (Y1-RS) ~~,~.~ ~ DATE 04-14-2003 ,,;~ - ESTATE OF MILLER GEORGE S DATE OF DEATH 09-16-2002 FILE NUMBER 21 02-1125 JOYCE I RITTER •~~ ~P~ 2~ ~ ~ .~ ACNNTY 02147255ND 496 MOUNTAIN RD Amount Remitted BOILING SPGS PA 170Q7F^~=; (tEtx1 _ ..- _ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ___~______________________ --------------------------------- ----------------------------- REV-1607 EX AFP (01-03) *~* INHERITANCE TAX STATEMENT OF ACCO *** ESTATE OF MILLER GEORGE S FILE N0. 21 02-1125 ACN 02147255 DATE 04-14-2003 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: 03-24-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 12-09-2002 CD001936 54.20 03-31-2003 CD002371 .00 ~ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1,544.66 AMOUNT PAID 1,029.78 460.68 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,544.66 .00 .00 .00 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), vn(~ wev RF nllE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )