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Home My WebLink About12-29-09 (5)BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 MARY K LANTZY 203 LANTZY ROAD r^ ., !~?~~`.i~~^~I~W~~i~i~'ANCE TAX :gr.,,:~~'~~TtEM~;'W1~':OF ACCOUNT s ,.~ _. zoa9 o~c 29 ~n~a~ ~~ CLERK C ORFHP~! S ~ OJR P~. cur MECHANICSBURG PA 17055 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP C12-09) DATE 12-14-2009 ESTATE OF LANTZY LOIS M DATE OF DEATH 07-03-2008 FILE NUMBER 21 08-0744 COUNTY CUMBERLAND ACN 08145214 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To ensure 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 AF~~ (12 09) ~~~~~ *** INHE~t~I~'A~I~CE f%-X S~~-TEMENT~OF ACCOUNT ~**~~ ~~~~~~ ~~~~~ ~~~~~~ ESTATE OF:LANTZY LOIS M FILE NO.: 21 08-0744 ACN: 08145214 DATE: 12-14-2009 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. 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: 12-04-2009 PRINCIPAL TAX DUE: 306.98 PAYMENTS CTAX CREDITS): P DATE T I NUMBER (INTEREST PENT PAID (-)I AMOUNT PAID INTEREST IS CHARGED THROUGH 12-29-2009 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 306.98 INTEREST AND PEN. 11.36 TOTAL DUE I 318.34 ~ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ + INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS BUREAU OF INDIVIDUAL TAXES ~ ~ j_~~'; \ --~ INHERITANCE TAX DIVISION PO BOX 280601 ~ ~ ~ ~~ ~~ WIRRISBURG PA 17128-0601 Er .'u.,~ . l ~ . ~`", .... " .. Pennsylvania ~ DEPARTMENT OF REVENUE REV-1604 EX AFP (10-09) DATE 12-07-2009 2009 DEC f 8 ~~1 (I ~ 36 ESTATE OF LANTZY LOIS M DATE OF DEATH 07-03-20Q8 CLE~ttC U!= COUNTYUMBER CUMBERLAND RP~~ v~~~~~ SSN/DC 161- 34 - 2046 MARY K LA ~~~~`s`,,~(1 ~^(~ ~A, ACN 08145214 203 LANTZY ROAD Amount Remit ed MECHANICSBURG PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS H REV-1604 EX AFP (10-09) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE: 12-07-2009 ESTATE OF: LANTZY LOIS M DATE OF DEATH: 07-03-2008 COUINTY: CUMBERLAND FILE NO.: 21 08-0744 S.S/D.C. N0.:161-34-2046 /,RCN: 08145214 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: AMERICHOICE FCU ACCOUNT N0.:2o56-13 TYPE OF ACCOUNT: C ) SAVINGS (X) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 02-03-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate 'fax Due TAY f_RFnTTS s 5,116.44 X 0.500 2,558.22 .00 2,558.22 X .12 306.98 NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMYT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THR REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR ,MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-22-2009 TOTAL TAX PAYME T .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE ,g REVERSE SIDE OF THIS FORM INTEREST AND PEI. TOTAL DUE ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL dUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~'"'~ RE'L7470 EX (6-88) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Lois M Lantzy FILE NUMBER 2108-0744 REVIEWED BY Scott Ellison ACN 08145214 ITEM EXPLANATION OF CHANGES SCHEDULE NO. An adjustment has been made to correct the date of establishment which occurred within one year from the date of death. The account is 100% taxable with a $ 3,000.00 exclusion for each joint owner. Row Page 1 REV-1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OFREVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME Lois M Lantzy REVIEWED BY Scott Ellison ITEM SCHEDULE NO. INHERITANCE TAX EXPLANATION OF CHANGES r i FILE NUMBER 2108-0744 ACN 08145213 EXPLANATION OF CHANGES An adjustment has been made to correct the date of establishmelht which occurred within one year from the date of death. The account is 100% taxable witFh a $ 3,000.00 exclusion for each joint owner. Row Page T