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Home My WebLink About11-04-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 10/16/2009 MR BRADLEY C JACOBS REGISTER OF WILLS YORK COUNTY JUDICIAL CENTER 45 NORTH GEORGE STREET YORK, PA. 17401 Telephone 717-787-3930 Re: Estate of MIRA GRAVES file Number: 2109-0792 County: CUMBERLAND Date of Death:10/28/2008 Dear Register of Wills: The subject decedent legally resided in Cumberland County as of the date of death. Accordingly, you are authorized to cancel file number 6708-1804. A11 matters concerting this estate should be maintained under Cumberland County File Number 2109-0792. All original Inheritance Tax documents for the subject decedent should be fo~warded to the Cumberland County Register of Wills; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estatle which have been issued by your office. Please contact me at the telephone number above if you have any questions. ~ ~= ~ a. c,.. ~- ~. ~ ~ ~ O c~~ cr .~ i ~..~ i.o.x ~ "-~ ''- ,~ c;7 + , %3 " ;.'"-; is ~`' o Sincerely, -%"'~~~~ ,f ~I . Claudia Maffei, Supervis Document Processing Uinit Inheritance Tax. Division COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PD 8DX 288681 ~.OF~DE>)U,CT ONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 . `. ` `~_ i JOIN LY HELD OR TRUST ASSETS REV-1548 EX AFP col-09) r ~•~:i~ ", - t t --~~~ DATE 03-02-2009 ESTATE OF GRAVES MIRA L~Q~ ~i';~ - 2 f-~ 3: ~ 5 DATE OF DEATH 10-28-2008 FILE NUMBER 67 08-1804 COUNTY YORK ~L~~ ~~ ~ ~ ~~• ^1' SSN/DC 193-20-1790 - , ~ ANN G FOX ;, ~ : ',~ ' ACN 09101750 ~, . . . 13 MONTEGO CT APPEAL DATE: 05-O1-2Q09 D I L L S B U R G P A 17 019 (See reverse side under Objections) A~ount Remitted t MAKE CHECK PAYABLE AND REMxT PAYMENT T0: REGISTER OF WILLS 45 NORTH GEORGE STREET YORK, PA 17401-1240 CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION FOR YDUR RECORDS ~ ------------------------------------------------------ -- - - - -------------------------------- REV-1548 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AHD ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE ~-02-2009 ESTATE OF GRAVES MIRA DATE OF DEATH 10-28-2008 COUNTY YORK FILE N0. 67 08-1804 S.S1D.C. N0. 193-20-1790 ACN 09101750 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT N0. 1010140797644 TYPE OF ACCOUNT: C )SAVINGS 4() CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 04-03-2006 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 376.12 X 0.500 188.06 188.06 .00 X .15 .00 NOTE: TO INSURE PROIPER 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 ORDEIR PAYABLE T0: "REGISTER OF 'WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 $ALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF,,,DED,ULTIQJrS, AND ASSESSMENT OF TAX ON REY-1548 EX AFP CO1-09) HARRISBURG PA 17128-0601 ,. '.J~~NTLY_!HELD OR TRUST ASSETS ';-t ~ ~ = J._. , __._: DATE 03-02-2009 ESTATE OF GRAVES MIRA Zr~~ ~:,~ -~ z,~ ~: ~2DATE OF DEATH 10-28-2008 FILE NUMBER 67 08-1804 COUNTY YORK ~~~r i,~ ~'_~'~~ SSN/DC 193-20-1790 ANN G FOX ~' ACN 08159054 ~.,; 13 MONTEGO CT ~~ `' ` '' APPEAL DATE: 05-01-2009 DILLSBURG PA 17019-9382 (See reverse side underObjectidns) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 45 NORTH GEORGE STREET YORK, PA 17401-1240 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 0~3-02-2009 ESTATE OF GRAVES MIRA DATE OF DEATH 10-28-2008 COUNTY YORK FILE N0. 67 08-1804 S.S/D.C. N0. 193-20-1790 ACN 08159054 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 019320790-S1 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 03-15-1978 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 799.93 NOTE: X 0.500 399.97 _ 399.97 .00 X .45 .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 (-) 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. C IF TOTAL DUE IS LESS THAN O1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR)r YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ,~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 W1RRI.SBURG PA 17128-0601 REY-1543 IX 11FP CO!-00) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE r r .., / FILE N0. 67 08-1804 ACN 09101750 DATE 01-16-2009 EST. OF MIRA GRAVES SSN 193-20-1790 DATE OF DEATH 10-28-2008 COUNTY YORK REMIT PAYMENT AND FORMS T0: ANN G FOX REGISTER OF WILLS 13 MONTEGO CT 45 NORTH GEORGE STREET DILLSBURG PA 17019 YORK, PA 17401-1240 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a point owner/beneficiary of this account. If you feel the 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 Pennrilvania. Please call t7t7) 787-.8327 with questions. COMPLETE PART 1 BELOW~* SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1010140797644 Date 04-03-2006 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance 376.12 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are'made within three Amount Subject to Tax ~` 188.06 wonths of the decedent's d8te of death, Tax Rate ~( , lrj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 28.21 nine months after the date.. of death. PART TAXPAYER RESPONSE j ~y. s ~L~La'? A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or 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. ONE B L 0 C K 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 estate representative. C. ~ The above informs ion is incorrre~ct and/or debts and deductions were paid. Complete PART 2~ and/or PART 3lJ below. PART If indicating a different tax rate, please state relationship to decedent: _._ rs nr4ur~t' 1 TAX RETURN - COMPUTATION LIKE i. irate Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 2 3 X 4 $ ~ i 5 ~ (Do~ ~0 ' 3 6 7 X 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID -z8'~ Cockle unerYt, /!1e S2f v `~? re/!~4 0 3' S~~ - /~ -D ~ r an V ~ln1. a s l ~'OD .OV ~ TOTAL (Enter on Line 5 of rax Computation) m (per (QL ~ JJ Under penalties of per3ury, I declare that the facts I have reported above are true, eorReet and complete to the b~jes~t of my knowledge and belief. HOME C~7« ) y3L-/f~~ ~~~~J ~ • /~Z~i~ WORK C ) ~ O ' JV- ~/D~u~ DATE . i Giordano Bros. Monuments Largest Indoor Showroom in Connecticut In Business Since 1921 275 - 277 DERBY AVENUE WEST HAVEN, CONN 06516 (Opposite St. Lawrence Cemetery} PHONE: 777-5569 IN CT 1-800-782-5759 PAX: 777-5560 Ann Fox 13 Montego Court Dillsburg, PA 17019 Tuesday, January 06, 2009 Dear Ann , Please find enclosed the proposed layout for theMira Graves slant marker. The total amount due is $2,510.00 This amount must be paid before completion. Kindly call with your approval so we may complete the job. Thank you for your assistance. very truly yours, r~ ~~ y, 1 ~ l PT ~~~r'~~ .~ ~ Cocklin Funeral Nome ,Inc. ' ~ 30 N. Chestnut Street Dillsburg, PA 17019 (717}432-5312 November 11, 2008 Mrs. Ann G. Fox 13 montego Court Dillsburg, PA 17019- The Funeral Service for Mrs. Mira Graves 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. (A)OURS~IFVI~Ef~ V __ _,_._ ___..__~~_.___.. _______..._.__ Cremation Option # 11 $2490.00 FUNERAL HOME SERVICE CHARGES - $2490.00 SELECTED MERCHANDISE: Antique White Urn $295.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED S2785.00 Cash Advances Flowers. $82.68 Certified Copies of the Death Certificate , $60.00 Clergy Honorarium $100.00 Custom Picture Folders . $50.00 Obituaries -Harrisburg $361.17 -Gettysburg $75.00 -Dillsburg Banner $35.00 -Carlisle $203.50 TOTAL CASH ADVANCES AND SPECIAL CHARGES • - 546735 Total Total Cost , $3752.35 _ __ _ -- _ _ SUB-TOTAL $3752.35 INITIAL. PAYMENT /DISCOUNT /CREDITS 0.00 TOTAL AMOUNT DUE 53752.35 The unpaid balance over 0 days is subjected to a 0.50 % service charge per month - 6.0000 % per annum. PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 67Q$'- ($-p SG PO BOX 280601 TAXPAYER RESPONSE ACN 08159054 WIRRISBURG PA 17128-0601 DATE 12-02-2008 REV-3543 IX AFP (08-88) TYPE OF ACCOUNT EST. OF MIRA GRAVES ® SAVIN SSN 193-20-1790 ^ CHEGK DATE OF DEATH 10-28-2008 ^ TRUST COUNTY YORK ^ CERTI REMIT PAYMENT AND FORMS T0: ANN G FOX REGISTER OF WILLS 13 MONTEGO CT 45 NORTH GEORGE STREET DILLSBURG PA 17019-9382 YORK, PA 17401-1240 PSECU provided the Department with the information below, which has been used irl calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a ioint owner/beneficiary of this account. If you foal the 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. Please call (717) 767-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCtIONS GS ING F. Account No. 0193201790-S1 Date 03-15-1978 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 93 payment to the Register of Wills. Make check 799 " . payable to Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to 9 7 NOTE: If tax payments are made within three Tax $ 3 9 9 . months of the decedent's date of death, Tax Rate ~( , OCij deduct a 5 percent discount on the tax due. Potential TaX Due $ 1 8 . 0 0 Any Inheritance Tax due will become delinquent nine months after the date of death. P T TAXPAYER RESPONSE ~ 1 A. ^ Tha above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK B. ^ Tha above asset has been ar will be reported and tax paid with the Pennsylvania Inheritance Tax tu ON L Y re rn to be filed by the estate representative. C. ^ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART ~ below. PART If indicating a diffe relationship to dated TAX RETURN - COMPUTATION ~iriE i. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due rent tax rate, please state ant: ~ y ,. OF TAX ON JOINT/TRUST ACCOUNTS L 2 3 X 4_ $ y ! ' 5 - _ ~ ~7 J~~. ~ 3~ 6 7 X 8_ $ /'~ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID -v$ Ih nr k m Fa r a/ S~rvl'C,p -~ 7~'2, ,3 ~4 `D i~:w~ center on lane s or iax Computation) 6 Under penalties of perjury. I declare that the facts I have reported above are true, co~rrpect and complete to the best of my knowledge and belief. HOME ( T/ ~ ) ..~~ ~ ~/ G /" 1 _ L l~l~ ~~ ~~ WORK C ) /.2-/.~'C7 TAXPAYER SIGNATURE TELEPHONE NUMBER DATE +y."4F, r$},, ~: ~:* ~r y' f-i'~ ~.'Y ~_~~+:., ~ amt ~~:. ~~~ ,~ ,P {.~"~ ~i" .. ... s ~~ m rr+ `Ii ~~ I.rl --i ~ un o a ~_ ° '---- ~ a M r-i w a~ ~~a ~ H N d 03Wp, w cn A ~ ~ aa~w a ~ H D'-' ~ ~ U ~ ~a~+~ t ~. aA~~ l ~~ ~~ r~ ~~r ~i~~ ."'~~. r . ~. .~: i# l~ {,} i~1 i~ g~; i~ i~ .,~ W V Ooav, J~OJ 3a~o Z ¢ W O O ~ N W z°- Z ~ N ~ O C'3 LLi O p o v 0 N ~ N l11 ~N W v ' ..~s~~ N ~~~ a ~ a~ ~_ 4 `~j~,~ p~/~ S~~J.~II~ Q i `'" W ,~~ o' d' ~ "~ O '- N ~ 0 ~3 ~ w a ~ ~ o ~ o ~ N d3' ~ ~ 7 aa~s+~H ~_ v .J7 -. '"'_ ~ N ... ~ O ~ ~ L~7 ~ o m L o (J r Q = d ~ c~ U U `~ _N c J o a o ~, o aN m~ ,.,. O O c0 ~ tit E, } ~ C ~ O m W _ ~'~ .~-+ . ~OrC . ~-U~= }{~ . i ~ra t3~