Loading...
HomeMy WebLinkAbout02-0903COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 001696 HAGENJUDY 218 FOX DRIVE MECHANICSBURG, PA 17050 fold ESTATE INFORMATION: SSN: 208-22-6642 FILE NUMBER: 2102-0903 DECEDENT NAME: ANGSTADT FLORENCE DATE OF PAYMENT: 10/07/2002 POSTMARK DATE: 10/04/2002 couNTY: CUMBERLAND DATE OF DEATH: 07/05/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 02138251 ~ 558.74 02138249 ~ 5688.03 TOTAL AMOUNT PAID: REMARKS: JUDY HAGEN CHECK# 94 SEAL INITIALS: AC MARY C. LEWIS RECEIVED BY: REGISTER OF WILLS 5746.77 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA p/. DEPARTMENT OF REVENUE INFORMATION NOTICE FILE N0. 21 ~ Q,'" BUREAU OF INDIVIDUAL TAXES AN D DEPT. 280601 ACN 02138251 HARRISBURG, PA 171za-obol TAX PAYER R E S P O N S E * * REVISED NOTICE * * * DATE 10-02-2002 REV-1545 E% AFP (09-00) TYPE OF ACCOUNT EST. OF FLORENCE ANGSTADT ^ SAVINGS S . S . N0. 208-22-6642 ®CHECKING DATE OF DEATH 07-05-2002 ^ TRUST ,; . , _ GOZIIjiT~Y CUMBERLAND ^ CERTIF. ~; . REMIT PAYMENT AND FORMS T0: JUDY HAGEN REGISTER OF WILLS 218 FOX DR CUMBERLAND CO COURT HOUSE MECHANICSBURG PA 17050 CARLISLE, PA 17013 WAYPOINT 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 fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. questions nay be answered by calling (717) 787-8327. COMPLEYE PARY 1 gEL04f * ~ * 5EE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No . 9 0 0 0116 6 9 Date 01-19 -1988 To insure proper credit to your account, two Established C27 copies of this notice must accompany your Account Balance 15, 663.77 Payment to the Register of Wills. Make check payable to: ^Register of Wills, Agent^. Percent Taxable x 8.333 NOTE: If tax payments are made within three Anount Subject to Tax 1,305.26 (3) months of the decedent's date of death, Tax Rate X .045 You nay deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 58.74 nine C9) months after the date of death. PART TAXPAYER RESPONSE ~~r~::t~~::::~r~::::~~~:::~~t!~~:;t::~ :::~~3itt~at~ ;:~ z~ht;~I:'t~A~ ~A~~~#'1'~M~~'~'~M ~ ~NIM~= A. The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain CHECK 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 Department of Revenue. C ONE B L 0 CK 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. C. ^ The above information is incorrect and/or debts and deductions were paid by you. Yau must complete PART Z^ and/or PART 3^ below. ART If ou indscate a dsfferent tax rate, please state your y ii~€ ~ssil~~~1~`si€€€iiil~i; ii i iiti;ii €€~ . '. :::s . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . ....... . =~~~ Essi~~ ~ ~ €~ . relationship to decedent: ....................................... ... . . . . . . . . . . . . . . . . . . . . . . . . . .. : .. . . : : : ::::::::::::::::::~~~::~:.......:::::-..........,..,.........._:.-::~€_. ..::_,....._...:....,.- _€°~€€~~;~_ TAX - ~ OUNTS UST ACC N JOINT T FTAXO RETURN COMPUT LINE 1. to Es fished 1 Da tabl i€s~~€~~~~~'iii"~~~'~~~~~~~~'ass~~~s€~~~j?~~s~~s 2. nt Balance 2 Accou ~~'~~ ~'=€€€ ~ ~ ~ ~ ~ ~'•. ~~~_~ ~~ ~ ~~s~~ ~~~ ~~ ~ ~ ~~ ~ ~ € ~~ €`€ ~ ```` . X t Taxable 3 Percen :::::::: ~~~?'~~i?_ ~~~~~~~~~~~~!i~~i~~~~~€~~~~~is~~~~s~~~~~~sss~~~~~ €~_ ```'` 4. ub 'ect to Tax 4 Anount S ~ ~~?ss~` ~s~~~ 3 ~~~~~ ~~~ ~ ~~'•.'~~~~~~ €~ €~ ~~ ~~ ~~ €~€€~ ~ €~€€€~ €€€~ ~€=€~€€ ......... 5. uctions 5 Debts and Ded - ~__`€~€€~i€~~~~~~~~°~~~~~`~~'~~~'•.~~~~?sus! €~~i is ~i~~°~~ii s . 6. xable 6 Anount Ta : ::::. [?'s!s~-ssss'~~~~~~~~~~~~'`'ss°s'~ss~s~s~~??`~°`~~~~°°~~~~~~~~~~~~~~€€~~~=€ ~~~~~"° . X Rate 7 Tax ~::~::~: i=i ~_'~~~~~~~~i ~ s~ ~~~~ ~~~ ~~~ssss~ Piss s~ s~ ss~ s ~ ~ ~~~=~ €~ ~~~= `=`~`~ ~~~` 8. Tax D :::::::::. :::::::::. '``'`" PART DESTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and co late to the best of ny knowledge and belief. HOME C7/ _] ) ~ ~~-"~CD q C1 ~~:~ ~•~(~-C1'l~nn.~ WORK ( ) 10-y-dZ TeYC3 vcp c rueniRk TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE FILE N0. 21 -~"9~ BUREAU OF INDIVIDUAL TAXES AN D DEPT. 280601 TAXPAYER RESPONSE ACN 02138249 HARRISBURG, PA 17128-8601 * * REVISED NOTICE * * * DATE 10-02-2002 REV-1543 EX ~FP (09-007 TYPE OF ACCOUNT EST. OF FLORENCE ANGSTADT ^ SAVINGs S.S. N0. 208-22-6642 ® CHECKING DATE OF DEATH 07-05-2002 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. ~- ~ '-, ~` t` REMIT PAYMENT AND FORMS TO: JUDY HAGEN REGISTER OF WILLS 218 FOX DR CUMBERLAND CO COURT HOUSE MECHANICSBURG PA 17050 CARLISLE, PA 17013 WAYPOINT BANK has provided the Department with the inforwation 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 fraw the financial institution, attach a copy to this forty and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. questions may be answered 6y calling (717) 787-8327. COMPLETE PART 1 BELOW * ~ * SEE REVERSE SIDE FOa FILING AND PAYMENT INSTRUCTIONS Account No. 4100041236 Date 09-14-2001 To insure proper credit to your account, two Established C2) copies of this notice must accompany your Account Balance 91 735.52 Payment to the Register of Wills. Make check , payable tc: ^Register of Wills, Agent^. Percent Taxable X 16.667 NOTE: If tax payments are wade within three Amount Subject to Tax 15,289.56 (37 months of the decedent's date of death, Tax Rate X . 045 You may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 6$8.03 nine C9l wonths after the date of death. PART TAXPAYER RESPONSE ::::: :~!t~::~n~~;_;1t~:€~Dl~m;::::~i~~l•:~:::~'~~~M::::#M::::b;IO;IA~;'~E;;~k.. .Ei :_:~; ~ °::: ~ ::::: _ . ~ ~~: A. The above information and tax due is correct. You may choose to remit payment to the Register 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 CHECK Wills and an official assessment will be issued by the PA Department of Revenue. 0 N E ~ C BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ^ The above information is incorrect and/ar debts and deductions were paid by you. You must complete PART 2^ and/or PART 3^ below. PART If you indicate a different tax rate, please state your relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 ````~` ?: 2. Account Balance 2 3. Percent Taxable 3 X ~~~~_?', 4. Amount Subject to Tax 4 ~~~~, 5. Debts and Deductions 5 - 6. Amount Taxable 6 `'~~E 7 . Tax Rate 7 X ~~ ~'~`•:~~' 8. Tax Due 8 .................... . PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, cor~yrect and c replete to thelb~e~st~of ny knowledge and belief. HOME C'rj(7) ~~~~~ -~CngC) ____ T DAVCD CTGIJATIIDG TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: JAMES A ANGSTADT 427 LAKEVIEW DRIVE HAMPSTEAD, NC 28443 told PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: 2os-22-ss42 FILE NUMBER: 2102-0903 DECEDENT NAME: ANGSTADT FLORENCE DATE OF PAYMENT: 10/ 1 0/2002 POSTMARK DATE: 10/07/2002 COUNTY: CUMBERLAND DATE OF DEATH: 07/05/2002 REV-1162 EX~11-96) NO. CD 001716 ACN ASSESSMENT AMOUNT CONTROL NUMBER 02138252 ~ $55.80 TOTAL AMOUNT PAID: REMARKS: JAMES A ANGSTADT CHECK# 281 SEAL INITIALS: AC RECEIVED BY MARY C. LEWIS REGISTER OF WILLS 555.80 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE INFORMATION NOT I C E BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 _~2- QQ~ DEPT. 280601 ACN 02138252 HARRISBURG, PA 171zs-o6ol TAX PAYER R E S PO N S E * * REVISED NOTICE * * * DATE 10-02-2002 REV-1545 E% ~FV (R9-RR) TYPE OF ACCOUNT EST. OF FLORENCE ANGSTADT ^ SAVINGS S.S. N0. 208-22-6642 ®CHECKING DATE OF DEATH 07-05-2002 ^ TRUST _:~ ~',CO[TI)ITY-_: CUMBERLAND ^CERTIF. REMIT PAYMENT AND FORMS T0: JAMES A ANGSTADT REGISTER OF WILLS 427 LAKEVIEW DR CUMBERLAND CO COURT HOUSE HAMPSTEAD NC 28443 ~- CARLISLE, PA 17013 WAYPOINT 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 Pennsylvania. Questions may be answered by calling C717) 787-8327. CONPLETE PART 1 BELOW * * * SEE REVERSE SIDE F'OR TILING AND PAYNENT INSTRUCTIONS Account No. 900011669 Date 01-19-1988 To insure proper credit to your account, two Established (2) copies of this notice must accompany your Account Balance 15,663.77 Payment to the Register of Nills. Make check payable to: ^Register of Wills, Agent^. Percent Taxable X 8.333 Amount Subject to NOTE: If tax payments are made within three Tax 1,305.26 (3) months of the decedent's date of death, Tax Rate X .045 You may deduct a 5% discount of the tax due. Potential Tax Due Any inheritance tax due will become delinquent 5 8 •7 4 nine (9) months after the date of death. PART TAXPAYER RESPONSE A. ^ Tha above information and tax due is correct. 1. You nay choose to remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box ^A" and return this notice to the Register of C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. B L 0 CK 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. C. ^ The above informaticn is incorrect and/or debts and deductions were paid by you. Ycu must complete PART 2^ and/or PART 3^ below. PART - - - If You andacate a dafferent tax tats our €~t~€~€:~it~€ rate, Please s Y ;~:~:::;::s::~::~::~:i~:i~::~:i~ ...::::: ::::::::-::::-::::-::-::~::,:::_;;~-:;:::-:::~~::::- :::::::::::::~:~......::::::::::::::::::::: ::: ......: ::..::: :::::::: ..:::::. : ".:'~:"' :'~:'::::::r' :: :~ ~~€;;i;€~ ;iii€~ is ~ i€iii i1~ 2 - relataonshap to decedent: i€~ii~ii~ii~ii~~i~~sis :::::.:: ~ :::::::::::::::::::::::::::....:.~:: iiiiA€ ::.:.:.:::::::::::::::::~:::~:~::~::~:::::~::~~:::~~::~~::::::::::::::::::::::::::::::::::~::::::::::: ::-...~~~ ~= :...............::....:::~:' ~:....::.;_..:....:....:::::::::::::::::::: ~ €DE~RTM~:~ ::~:::::Rf AX - TAX ION OF RETURN COMPUTAT ~ OUNTS RUST ACC JOINT T ~``~°~ ON .::f~`..._~ ,....,., s~<~~~~~~~i€~~~~€~i€~i . LINE 1. i shed 1 Date Establ :s:~:: €~ ~ ~~~_ ~ ~°€?~ ??' '`° €€!€€ ~~''s~~~~`s~~ _~ ~ ~ ~~~~~~s~ _~' ~ _~ s€ ' ' ~ i 2 . Account Balance ~::~::~: ~~ 3 . X Percent Taxable ~~ 4. to Tax 4 Amount Subject ~;:~::~: ~s?~~i?` ~ ~€= ~~~~~~ €€`€?€`'ss€_ `_ ~~~ ~~ ~ ~ ~ ~~i•.~ !~ ~' ~ ~!~~ ~`_ `_~~_ __ _~ _~° 5 . t ions 5 Debts and Deduc ~::~::~: ~ ='` ~' ~~€ ~~ ~€~€ ~~€~~ €~ ~~ ~~€~~ € ~~_~ ~~ € ~~ ~~ ~ '~ ~~ _~ _i°° ~==~=€€~ ~ ~°~ ~€` 6 . Amount Taxable ~::~::~: ~~ 7. X Tax Rate ::.::. ~~ ~~~~ 8. Tax Due ......................................... ....................................................................................... PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE P AID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of ny knowledge and belief. HOME C ) WORK ( ) TAYDAVGD crr_ueTiiDF TELEPHONE NUMBER DATE ~, /7- yam- ~y BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 288601 HARRI58URG, PA 17128-8b01 JUDY HAGEN 218 FOX DR MECHANICSBURG PA 17050 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLOHANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (R1-02) DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 FILE NUMBER 21 02-0903 COUNTY CUMBERLAND SSN/DC 208-22-6642 ACN 02138251 Aeount Reeitted 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 (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 COUNTY CUMBERLAND FILE N0. 21 02-0903 S.5/D.C. N0. 208-22-6642 ACN 02138251 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 900011669 TYPE OF ACCOUNT: ( ) SAVINGS ( ~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-19-1988 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 15,663.77 NOTE: X 0.083 1,305.26 .00 1,305.26 X .45 58.74 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 (+) INTEREST/PEN PAID (-) AMOUNT PAID 10-04-2002 CD001696 2.94 58.74 TOTAL TAX CREDIT 61.68 SALANCE OF TAX DUE 2.94CR INTEREST AND PEN. .00 TOTAL DUE 2.94CR IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' ( CR), YOU MAY BE DUE A REFUND. /7-9~-~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JAMES A ANGSTADT 427 LAKEVIEW DR HAMPSTEAD NC 28443 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLOWANCE OR DISALLOWANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX ~FP (81-021 DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 FILE NUMBER 21 02-0903 COUNTY CUMBERLAND SSN/DC 208-22-6642 ACN 02138252 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 (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 COUNTY CUMBERLAND FILE N0. 21 02-0903 S.S/D.C. N0. 208-22-6642 ACN 02138252 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 900011669 TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-19-1988 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 15,663.77 X 0.083 1,305.26 .00 1,305.26 X .45 58.74 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." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 10-05-2002 CD001716 2.94 55.80 TOTAL TAX CREDIT 58.74 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' ( CR), YOU MAY BE DUE A REFUND. crr or~~r ocr eTt\r Ar TYTC rflDM Cl~Q TMCTQIIPTTnMC 1 L BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280661 HARRISBURG, PA 17128-0661 JAMES ANGSTADT 1100 GRANDON WAY MECHANICSBURG PA 17050 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INNERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE N OF DEDUCTIO , AND ASSESSlIENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX RFP (01-02) DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 FILE NUMBER 21 02-0903 COUNTY CUMBERLAND SSN/DC 208-22-6642 ACN 02138253 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 (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 COUNTY CUMBERLAND FILE N0. 21 02-0903 S.S/D.C. N0. 208-22-6642 ACN 02138253 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 900011669 TYPE OF ACCOUNT: ( ) SAVINGS ( ~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-19-1988 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 15,663.77 NOTE X 0.083 1,305.26 .00 1,305.26 X .00 .00 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 C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' ( CR), YOU MAY BE DUE A REFUND. ~.r~ erurn~e etn~ nr rurc rnoa. me T\ICTCI I,`TT/1~IC ~ /~- Qa - /~ COMMONWEALTH OF PENNSYLVANIA ~„ BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA l~lzs-o6a1 NOTICE OF INHERITANCE TAX APPRAISEHENT ALLORANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1546 ER RFP (R1-R2) DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 FILE NUMBER 21 02-0903 COUNTY CUMBERLAND JUDY HAGEN SSN/DC 208-22-6642 218 FOX DR ACN 02138249 Amount Reeitted MECHANICSBURG PA 17050 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 (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 COUNTY CUMBERLAND FILE N0. 21 02-0903 S.S/D.C. N0. 208-22-6642 ACN 02138249 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 4100041236 TYPE OF ACCOUNT: C ) SAVINGS ( ~ CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-14-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 91,735.52 NOTE: X 0.166 15,289.56 - .00 15,289.56 X .45 688.03 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 (+) INTEREST/PEN PAID (-) AMOUNT PAID 10-04-2002 CD001696 34.40 688.03 ^ TOTAL TAX CREDIT 722.43 BALANCE OF TAX DUE 34.40CR INTEREST AND PEN. .00 TOTAL DUE 34.40CR IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU MAY BE DUE A REFUND. ~.rr srvrerr nrnr nr rutc rnou cno tucTOnrTrnuc ~ /~-9a-ice ~, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JAMES ANGSTADT 1100 GRANDON WAY MECHANICSBURG PA 17050 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST A55ETS REV-1548 E% ~FP (01-02) DATE 11-19-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 FILE NUMBER 21 02-0903 COUNTY CUMBERLAND SSN/DC 208-22-6642 ACN 02138250 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 r ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (O1-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-19-2002 ESTATE OF ANGSTADT FILE N0. 21 02-0903 FLORENCE DATE OF DEATH 07-05-2002 COUNTY CUMBERLAND S.S/D.C. N0. 208-22-6642 ACN 02138250 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 4100041236 TYPE OF ACCOUNT: C ) SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-14-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 91,735.52 NOTE X 0.166 15,289.56 .00 15,289.56 X .00 .00 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 (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS TNAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. RFF REVERSE STBF AF THTS FARM FOR INSTRUCTIONS_ ) /~ 9~ - i ~ BUREAU OF INDIVIDUAL TAXES INHERFTANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JAMES A ANGSTADT 427 LAKEVIEW DR HAMPSTEAD NC 28443 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 E% ~FP (P1-021 DATE 11-18-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 - FILE NUMBER 21 02-0903 COUNTY CUMBERLAND ACN 02138252 Amount Remitted 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 form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-02) ~~* INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ _ESTATE OF ANGSTADT FLORENCE FILE N0. 21 02-0903 ACN 02138252 DATE 11-18-2002 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: 11-19-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 58.74 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 10-05-2002 CD001716 2.94 55.80 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 58.74 .00 .00 .00 COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-1607 E% ~FP (01-027 DATE 11-18-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 __ FILE NUMBER 21 02-0903 COUNTY CUMBERLAND JUDY HAGEN ACN 02138251 218 FOX DR Amount Remitted MECHANICSBURG PA 17050 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 ofi this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-02) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF ANGSTADT FLORENCE FILE N0. 21 02-0903 ACN 02138251 DATE 11-18-2002 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: 11-19-2002 PRINCIPAL TAX DUE: 58.74 PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 10-04-2002 CD001696 2.94 55.80 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 58.74 .00 .00 .00 COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. z8obo~. INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-16U7 E% ~FP (Y1-027 DATE 11-18-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 _ FILE NUMBER 21 02-0903 COUNTY CUMBERLAND JUDY HAGEN ACN 02138249 218 FOX DR Amount Remitted MECHANICSBURG PA 17050 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 form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (O1-02] ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF ANGSTADT FLORENCE FILE N0. 21 02-0903 ACN 02138249 DATE 11-18-2002 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: 11-19-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 688.03 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 10-04-2002 CD001696 34.40 690.97 11-18-2002 REFUND .00 37.34- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE ~ TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 688.03 .00 .00 .00 /~ 9a-~~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280b01 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT O F ACCOUNT REV-1607 EX RFV (01-02) DATE 12-03-2002 ESTATE OF ANGSTADT FLORENCE DATE OF DEATH 07-05-2002 FILE NUMBER 21 02-0903 - COUNTY CUMBERLAND JUDY HAGEN ACN 02138249 218 FOX DR Amount Remitted MECHANICSBURG PA 17050 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 fiorn with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _____________________ ---------------------------------------------------- --------------------------------------- REV-1607 EX AFP (01-02) *** INHERITANCE TAX STATEMENT OF ACCOU *** ESTATE OF ANGSTADT FLORENCE FILE N0. 21 02-0903 ACN 02138249 DATE 12-03-2002 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: 11-19-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 688.03 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 10-04-2002 CD001696 34.40 690.97 11-18-2002 REFUND .00 37.34- TOTAL TAX CREDIT ~ 688.03 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .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. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), .,........, e~ .,.(~ A DC CIIAIn sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )