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Home My WebLink About02-0251COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 000944 STEWART C. VIRGINIA A/K/A 3609 KOHLER PLACE APT 7 CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 1 96-48-1 574 FILE NUMBER: 2102-0251 DECEDENT NAME: SWARTZ LAURA W DATE OF PAYMENT: 03/11/2002 POSTMARK DATE: 03/02/2002 COUNTY: CUMBERLAND DATE OF DEATH: 11/04/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02103862 $98.18 REMARKS: C VIRGINIA STEWART TOTAL AMOUNT PAID: $98.18 SEAL CHECK# 1363 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS coMMOHNE~LTH OF PENNSYLVANIA DEpArTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DE~"- Z80601 HARRISBURG, PA 171Z8-0601 REV-i~5 EX &FP C09-no) 'OZ HAR 11 ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE PILE NO. O I- ACN 02105862 DATE OZ-Oq-2002 EST. OF LAURA W SWARTZ S.S. NO. 196-q8-157q DATE OF DF. ATt[ 11-Oq-ZO01 COUNTY CUMBERLAND VIRGINIA STEWART 5609 KOHLER PLACE CAMP HILL PA 17011 TYPE OF ACCOUNT [] SAVI~S [] CHECKING [] TRUST [] CERTIF. REMTT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICES has provided tho Department wlth the information listed below which has been used in calculating the potential tax due. Their records indicate that at tho death of tho above decedent, you were a joint owner/beneficiary of this account. Zf you feel this information is incorrect, please obtain written correction from tho 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 o; Pennsylvania. Ommes~ions may be answered by calling (717) 787-8)Z7. coMPLETE PART ! ~ELOW ~ # # SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Accoun~ No. 8700q91q701q6q Oa~:e 07-03-197Z Established Accoun~ Balance 1,309.05 Percen~ Taxable X ~ 0.0 00 AIoun~ Sub~ec~ ~o Tax 65q.53 TIX Ra{e X .15 Po~en~ial Tax Due 98.18 To insure proper credit to your account, two (Z3 copies of this notice iust socoipeny your payiont to the Register of Nills. Meko check payable to: ~Register of ~ills, Agent~. NOTE: If tax payments are made within three (3) months of the decsdent's date of death, you may deduct a 5X discount of the tax due. Any inheritance tax due Nill become delinquent nine (9) loathe after the date of death. PART TAXPAYER RESPONSE A. [] The above information and tax due is correct. I. You amy choose to remit payment to tho Register of #ills 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 WiXls and an official assessment will be issued by the PA Department of Revenue. BLOCK S. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the docedent's representative. C. [] Tho above information is incorrect and/or debts and deductions ~ere paid by you. You must complete PART [] and/or PART [] beloe. PART If you indicate a different tax rata~ please state your relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Dais Established I 2. Accoun~ Balance $. Percent Taxable 3 q. Aaoun~ SubSac~ to Tax S. Debts and Deductions $ - 6. /moun~ Texable 6 7. Tax Rede 7 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID L TOTAL (Enter on Line $ of Tax Co~puta~ion) $ Undir penil~tIS of perjury, Z declare ~hi~ ~ha fac~s I have reported ibove irs ~rue, corric~ ind coIplI~l ~o thI bI$~f ly knowlIdge ind bIliIf. HOME ( ~/~ ) ~ ~-~ ~ ~ TAXPA~E~SIGNATURE TELEPHONE NUHBER DATE '02 ~l/ti'! 1~ -2:09 ~m~m 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 NO. REV-1162 EX(11-96) CD 001001 STEWART C. VIRGINIA A/K/A 3609 KOHLER PLACE APT 7 CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 196-48-1574 FILE NUMBER: 2102- 0251 DECEDENT NAME: SWARTZ LAURA W DATE OF PAYMENT: 03/25/2002 POSTMARK DATE: 03/1 6/2002 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02103860 $68.79 REMARKS: TOTAL AMOUNT PAID: $68.79 SEAL CHECK//1389 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COH~ONHEAL~ OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPTo Z80601 HARRISBURG, PA 171ZB-0601 KEV-16113 EX AFP CDg-OO) '02 ii/~R 25 ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE o,a.. - ~1 FZLE NO. 21~-~ ACN 0Z105860 DATE 02-04-2002 :.. EST. OF LAURA W SWARTZ S.S. NO. 196-48-1574 DATE OF DEATH 11-04-2001 ~,~ :~.~UNTY CUMBERLAND VIRGINIA STEWART APT 7 $609 KOHLER PL CAMP HILL PA TYPE OF ACCOUNT [] SAVINGS [] CHECKTNG [] TRUST [] CERTIF. REHIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 ALLFZRST FINANCIAL SERVICES has provided the Department eith the information listed below ehich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you sere a joint caner/beneficiary of this account. If you feel this inforIation is incorrect, please obtain written correction from the financial institution, attach a copy to this ~ore and return it to the above address. This account is taxable in accordance with the Inheritance Tax Lags of the Commonwealth of Pennsylvania. Questions may be ansmered by calling (717) 787-85Z7. COMPLETE PART I BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0085070028 Data 10-28-1982 Established Account Balance 917.25 Percent Taxable X 50.000 Amount Subjec~ to Tax 458.65 Tax Rate X .15 Potential Tax Due 68.79 To insure proper credit to your account, tho (Z) copies of this notice lust accompany your payment to the Register of Mills. Hake check payable to: "Register of Hills, Agent". ROTE: If tax payaents are sade mithin three ($) months of the decadent's date of death, you say deduct e 5Z discount of the tax due. Any inheritance tax due ail1 become delinquent nine (9) aonths a~tar the date of death. PART TAXPAYER RESPONSE ' i. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of gills aith 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 ~ Nills and an official assessment sill be issued by the Pa Department of Revenue. ONE BLOCK a. [] The above asset has been or mill be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts end deductions sere paid by you. You must colplete PART [] and/or PART [] belox. PART Zf you indicate a different tax rata) please sta~e your relationship to decedent: TAX RETURN - COMPUTATTON OF TAX ON JOTNT/TRUST ACCOUNTS LINE 1. Date Established I 2. Accoun~ Balance 2 $. Percent Taxable $ ~ ~. Amount Subject to Tax ~ 5. Debts and Deductions $ - 6. Amount Taxable 6 7. Tax Rata 7 ~ 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line · of Tax Computation) Under penalties of perjury, ! declare that the facts I have reported above ara true, correct and coIplate to the best of ay knowledge and belief. HOME ( ) WORK ( ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 *O2 VIRGINIA STEWART APT 7 5609 KOHLER PLACEL~= CAMP HILL COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEHENT. ALLONANCE OR DISALLO#ANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOXNTLY HELD OR TRUST ASSETS DATE 05-15-2002 ESTATE OF SWARTZ DATE OF DEATH 11-04-2001 FILE NUMBER 21 02-0251 COUNTY CUMBERLAND SSN/DC 196-48-1574 ACN 02105862 Amount Remitted LAURA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~' RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~-: ~ ~- -~ ~ ~F -~ 5i=5 ~3- ................................................................................... NOTXCE OF XNHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-15-2002 ESTATE OF SWARTZ LAURA W DATE OF DEATH 11-04-2001 COUNTY CUMBERLAND FILE NO. 21 02-0251 S.S/D.C. NO. 196-48-1574 ACN 02105862 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 87004914701464 TYPE OF ACCOUNT: (~ SAVINGS C ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 07-05-1972 Account Balance 1,509.05 Percent Taxable X 0.500 Amount Subject to Tax 654.55 Debts and Deductions .00 Taxable Amount 654.55 Tax Rate X .15 Tax Due 98.18 TAX CREDTTS: 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 TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 05-02-2002 CD000944 .00 98.18 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CA}, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. } 98.18 .OO .00 .00 BUREAU OF INDTVTDUAL TAXES TNHERXTANCE TAX DTV~STON DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 VIRGINIA STEWART APT 7 5609 KOHLER PL CAMP HILL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRA/SERENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOXNTL¥ HELD OR TRUST ASSETS PA 17011(i;;t ::· DATE 05-27-2002 ESTATE OF SWARTZ DATE OF DEATH 11-0q-2001 FILE NUMBER 21 02-0251 ~.i:i~(~DUNTY CUMBERLAND SSN/DC 196-q8-157~ ACN 02105860 Amoun~ Romi~ed LAURA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 W CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON dOZNTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF SWARTZ LAURA W DATE OF DEATH 11-0~-2001 COUNTY CUMBERLAND FILE NO. 21 02-0251 S.S/D.C. NO. 196-~8-157~ ACN 02105860 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED dOZNT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0083070028 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ¢ ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 10-28-1982 Account Balance 917.25 Percent Taxable X 0.500 Amount Subject to Tax q58.65 Debts and Deductions - .00 Taxable Amount q58.63 Tax Rate X .15 Tax Due 68.79 TAX CREDITS: 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 TO: **REGISTER OF WILLS, AGENT.** PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID ¢-) AMOUNT PAID 03-16-2002 CDO01001 .00 68.79 ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAH $1, HO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIt' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 68.79 .00 .00 .00 -2STAT--~ OF LAURA W. SWARTZ BOSCOV ' S ORPHANS' CDURT DrVISiON (DF COURT OF COMMON ~LF_~ OF COUNTY CUMBERL~ Fiduciaries Code Laws of 1972, A~ No. 104 effec-,ive July 1, !97~- as amended. TO THE~__E.RI( OF T~IE OR/:HANS' COURT OMSION: BOSCOV ' S 9441 LBJ FREEWAY Lock Box 30 Dallas, TX 75243 in ~.%e a~nounn of $ (Admress) Written nouice of said c!aim wasmailedto a~ (A~drass) (Cla~man= anU A~rems) 228.82 against ~he above en=i~!ed Es=ane. The decedenn 45 SOUTH 39, C~P HILL, PA 17011 ~11/3/01 died on see attacSed (Personal ~pr~man~a~ve ~r Counsel} (It~ile fully ~ en~le personal represen~a=ive make prime-~ - invesni~a~ion)~ . Acct. #200296524 (Ad=tess) La~/~ bertson , Agent Lock Box 30 Dallas. TX 75243 (A=dress) 072-64&-6360 PROBATE COURT Cumberland County, State of Pennsylvania Laura W. Swartz, Deceased Case #21-02-251 Proof of Mailinq I mailed the creditors claim to the fiduciary (and attorney, if applicable) follows: as I deposited a copy/copies of the claim with the United States Postal Service in a sealed envelope with the postage fully pre-paid. I used first-class mail. I am employed in the county where the mailing occurred. The envelope (s) was/were addressed and mailed as follows: Ms. C. Stew-art 3609 Kohler #7 Camp Hill, PA 17011 Date of Mailing: County of Mailing: Dallas, Texas I declare unde~lty of perjury that the foregoing is true and correct. Date: ///~/6~'2------~ ~Boscov' s P.O. Box 7~1026 Dallas, TX' 75374 Page: 1 Document Name: BARBARA ~RIQ ( ) BOSCOV'S CREDIT DIVISION ACCOUNT INQUIRY ORGANIZATION 100 LOGO 110 ACCT 0000000000200296524 SHORT NAME SWARTZ ESTATE O STATE PA HOME PHONE TOT CR LMT CA CR LMT CASH BAL CASH AVAL O-T-B PCT LEVEL / ID CURR BAL S PA 228.82 0 EMPL CD 0 CSH AUTH .00 TOT DISP 0 .00 CASH DSP 0 CYCLE DB 0 CYCLE CR 0 CYCLE ?MTS STATUS Z PAGE 01 REL O0 O0 O0 O0 O0 O0 04/24/2002 17:10:45 BLOCK CODES NBR PLANS CARD USAGE BILLING CYCLE H DATE OPENED CARD FEE DATE DTE LST BILL D 1 4 9 05/02/1997 04/09/2002