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Home My WebLink About08-07-12BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~ ~~ v~"~ ~~~~Yt2 ~L~ak~~ veN'ue REV-1543 EX pFP (05-11) ~~2 AUK -7 Pi PENNSYLVANIA INHERITANCE TAX ~~ INFORMATION NOTICE ~ l ~ AND FILE N0. 21 -1 a-'Q~ ~j~-`' TAXPAYER RESPONSE ACN 12142730 DATE 07-30-2012 aR~~ac~~~ ~;~~~ CUM6ERLANO CO., PA ** SHARON EZZO 11 MEADOW DR CARLISLE PA 17015-7438 EST. OF MARY P HANNOCK SSN 193-12-1070 DATE OF DEATH 06-07-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. FARMERS & MERCHANTS TRUST CO provided the department with the information below, which was used in calculating the inheritance tax due. deceasedna~ndtanyaamou t other thanezeroeisareflectedtbelowwonetheoPotentlalbTax)Dueylineh)noteono taxlma be due, but you are the spouse of the notify the department of your relationship to the deceased by checking Box C in PART 1 below and writingy"spouse" in PART lust If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING-AND PAYMEWT INSTRUCTIONS Account No. 879975 Date 08-22-2011 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 5 ~ 115.31 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 100.00 Amount Subject to Tax $ 5 X 115.31 NOTE: If tax payments are made within three TaX Rate months of the decedent's date of death, X . 0 4 5 deduct a 5 percent discount on the tax due. Potential TaX Due $ 230.19 Any inheritance tax due will become delinquent nine months after the date of death. PART a TAXPAYER RESPONSE FAILU W LL ~ R ~ #~i:~7- IN Atl+l FFHIIC L ~ AX ASSESSMENT A. ~ The above inform t' a zon and tax due >s correct. Remit payment to the Register of Wills with two copies of this notic t C H E C K a discount or avoid interest, or return this notice t th e o obtain 0 N E an official assessment will be issued by the o e PA D Register of Wills and C ~ epartment of Revenue. B L 0 C K 0 N L Y B. ~ The above asset has been or will b e reported and tax aid i filed by the estate representative . p w th the Pennsylvania inheritance tax return C PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION 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 $ 7. Tax Rate 7 X 8. Tax Due g $ DATE PAID Under pen complete, A DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID 1~.. ~ 3 6 TOTAL CEnter on Line 5 of Tax Computation) g ides f perjury, I declare that the facts I reported above are true, correct and ~ th st m knowledge and belief. HOME C ~~~ ~ Z ~.3 ~ - - WQ.R-K~ (-7 l -7 ~ ~ Z L _ ~ IGNATURE TELEPHONE NIIMRFD ~/ _.~ ~ ~~~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART 3LJ below. m, ~~ OFFI~I¢L ~1JSE 0l~Y e ~ AAF . ~PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 c BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~ PENNSYLVANIA INHERITANCE TAX P A RE ~~~ ~~~ r7 ~ ~~ ~~ ~~, `. .,: QR~Mr~N ~ Uv~R SHARON EZZO C~1M$ERt.~D ~~~~ PA 11 MEADOW DR CARLISLE PA 17015-7438 EST. OF MARY P HANNOCK SSN 193-12-1070 DATE OF DEATH 06-07-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. FARMERS & MERCHANTS TRUST CO provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If y0U are the SpOUSe Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3637972 Date 08-22-2011 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 2,597.76 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 100.00 Amount Subject to Tax $ 2,597.76 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate )( . 0 4 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 116.90 Any inheritance tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE 0 ~~ RE..... ~~ESPO~ID \~~~. \ L ~ IN ` N OF F° C~A[.~~T/lX ~ ~ ENT A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Register of Wills and 0 N E an official assessment will be issued by the PA Department of Revenue. B L 0 C K ~ g, ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax r 0 N L Y filed by the estate representative. eturn C. ~y~ The above informs ion is incorrect and/or debts and deductions were paid. 1'Y'' Complete PART ~2 and/or PART 3~ below. PART If indicating a different tax rate, please state ~ OFFICIAL USE ONLY \~~AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 - ,.a 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due g $ ,\\~ , PART DEBTS AND DEDUCTIONS CLAIMED 0 Under penaltie o perjury, I are that the facts I reported above are true, complete to t e b st of my k wledge and belief. HOME C 7~~ ) (~-Q WBRK' ( (7 ) XPAYER S N R TELEPHONE NUMB INFORMATION NOTICE ~p (}~ AND FILE N0. 21..~~-~~5y eE}if ~ ~~ "' ACN 12142731 Fd~~EtiU6' t#;~ ~ ~ TAXPAYER RESPONSE r'~~;C' ~ .. ~ ;>. DATE '7~~}~tus;tlo a~!-•~-~ 07-30-2012 c rrect and ~~3-~~~~ !d~- - $~/ / ~ 3 2tj DA DATE PAID PAYEE DESCRIPTION wunnur ~.r„ f enntn s a Ve Funeral and Cremotion Services, Inc. July 2, 2012 Mrs. Sharon Ezzo 11 Meadow Dr. Carlisle, PA 17015 Statement of Funeral Expenses for: Mary P. Hannock Date of Death: June 7, 2012 FACILITIES AND PROFESSIONAL SERVICES: Services of Director and Staff $ 1,995.00 Embalming $ 695.00 Dressing / Casketing /Cosmetology $ 275.00 Use of Facilities /Staff for Viewing $ 595.00 Use of Facilities /Staff for Funeral Service $ 595.00 Equipment and Staff for Graveside Service $ 495.00 Sub Total: ; 4,650.00 MERCHANDISE: Casket: 3768 S 20 GEMINI COPPER; NON-GASKETED $ 1,995.00 Outer Container: 9008 Gaurdian Deluxe $ 1,400.00 Register Book $ 45.00 (100) Memorial Folders $ 45.00 (100) Acknowledgement Cards - $ 45.00 Cemetery Equipment $ 225.00 Sub Total: S 3,755.00 AUTOMOTIVE EQUIPMENT: Transfer of Remains $ 395.00 Hearse $ 395.00 Lead /Clergy Car: $ 175.00 150 Miles ~ 3.50 Per Mile $ 525.00 Sub Total: S 1,490.00 TOTAL FUNERAL HOME CHARGES: 3 9,895.00 CASH ADVANCES: St. Michael the Archangel $ 800.00 Mass Offering ~ $ 500.00 The Times Tribune Scranton). $ 312.00 Connectecut Post $ 159.32 Sentinel- Carlisle $ 220.00 Patriot News -Harrisburg $ 147.32 Sub Total: S 2,138.64 Total Funeral Expense: S 12,033.64 Serving Families for over 100 Years! a 111 Co~um Avenue, Clarks Summit, PA 18411 J5701586-0811 fax 570 586-6890 Christopher C. Calvey, FD Supervisor Certified Preplanning Consultant www 1~nntrgr:calvh-.cwe Online Banking :Account Activity SENIOR CHECKING, *7972 All completed transactions from 5/1/2012 to 8/2/2012 Page 1 of 1 __-_ -------- __.T__.-- ~ Date Number j Description i ___._._ ~__ Withdrawals ~ Deposits ' -----_.__._ ._.. Balance _ __ 0 712 0/2 0 1 2 ` ~ INTEREST CREDIT ~ ~ 0.14 ; 692.47 -___ 07/19/2012 + 607 '; CHECK ~ 101.18 ~ ~ 692.33 ----- _----~-- ---F ------------ ~-- - .~._ _..__------ 07/16/2012 j 606 ^ '. . _ _ ___ __ ..e --i- ~ CHECK _ -.__ ~_~ ~ i 175.00 ' 793.51 j I ~ _ . _. . 07/13/2012 j 605 ~~ ~ CHECK ~ _, _ _ __ ~ 12,033.64 ~ ; _ _ - 968.51 ~ -__ T 07/09/2012 ~ i INTERNET/PHONE TRSFR FR ACC __-- - f 8,000.00 1 1 ____- 3,002.15 00000879975 DATE: 07-09-12 TIME: 13:22:25 ~ I _.1.._._... .___-__- ~ IIIIII 07/09/2012 ~ INTERNET/PHONE TRSFR FR ACC , 1,800.00 5,002.15 i 00000876402 DATE: 07-09-12 TIME: 13:23:39 ~ --------------~--------- - ---i---_ -------~-- ---_._~_~ 06/29/2012: k ;DEPOSIT E 691.73: ~ 3,202.15 __._----._-___-- -______._ ~_ _--~-~.~_.___~~__~ _ ~-_._-- __ ----_ _ .~_.._----a 06/29/2012 ~ _ DEPOSIT ~~ ~ ~ 150.00 ' ~ 2,510.42 ': 06/20/2012 ~ 603 ~ ELECTRONIFIED CHECK CITICARD _ ~ _ ..__ _-~--- 140.47 ( l 2,360.42 ~ j PAYMENT CHECK PYMT 120620 0603 ~ ~ f f -__ __v } 06/20/2012 i ~. ,INTEREST CREDIT - --~ ---- ------- - ! 0.09 ~ ---------i 2,500.89 ~ _ 06/11/2012 602 _ ~ ELECTRONIFIED CHECK HSBC CREDIT ~ --- 96.91 j 2,500.80 SVC2 CHECKPAYMT 120611 602 ~ j ' j --- _...__.__ __- ~ 600 06/07/2012 ~ !CHECK _~__~~----____ _._~ ~.-- - 25.00 ~ - , 2,597.71, ~ __ _ __-___ .---~------- 06/01/2012 j --T--- - ~ PREAUTHORIZED CREDIT US TREASURY ~ -___ _ .__ _A__~ ~ 1,089.00 _-_____--.-,~ 2 622.71 303 XXSOC SEC 120601 , r --- --,- - - 05/29/2012 j 599 j CHECK r ~ 25.00 ~ , 1,533 71 ~ 05/25/2012 598 ~ CHECK 750.06 ( 1,558.71 05/25/2012 ~ 601 1 OTC CASHED CHECKNVDL ~ t i ~ ~~ 100.00 ~ - ~ 2,308.77 i 05/20/2012 I ': INTEREST CREDIT ~ ~ 0 09 ~ 2,408.77 , 05/08/2012 ~ 596 ____ ____.__.__.T _ -~ ?CHECK ~ --- i T.~__ i __-.~-.F..._-.._ .__..-.._- 29.90 j ' _--;_._-_ _._-- ~_ ~ 2,408.68 _~ ___. 05/04/2012 595 OTC CASHED CHECKNVDL 200 00 2 438 58 _ i 05/03/2012 ~ v PR t , _ ~ ~ EAUTHORIZED CREDIT US TREASURY ; 1,089.00 ! 2,638.58 303 XXSOC SEC 120503 ~ ~ ' ' ~ ~ , _.__~_-_~_ __-- ----.__ ,__L_.__. ~X V"- Online Banking :Account Activity INVESTOR SAVINGS MONTHLY, *9975 All completed transactions from 5/1/2012 to 8/2/2012 Date Number ~ Description ,_.._ - -_ _----r-~_._ 07/23/2012 j ~_ -- ~ WITHDRAWAL 07/23/2012 _ ;INTEREST CREDIT TLR 102 BR 1304 -~- 07/20/2012 j ;INTEREST CREDIT 07/20/2012 I SERVICE CHARGE MAINTENANCE -------- ----- 07!09/2012 1 - 'TRANSFER TO ACC 00003637972 DATE: 07- ': 09-12 TIME: 13:22:25 06/20/2012 ? _._ ~ INTEREST CREDIT 405/20/2012 ~ ~ INTEREST CREDIT ___._._._._ __~i__..__. __---'~_ ~- _ Page 1 of 1 Withdrawals -Deposits '; Balance 'i 111.01 ; 0.00 j _ . _________ _~- 0.01 ~ -----_._--y 111.01 0.40 j 111.00 ~ ~_e___i 5.00 I 110.60 _ _._----~ ~ ~____-__1 8,000.00 j 115.60 ; 0.69 ~ 8,115.60 ~ ~' Gl~ 0.67 i 8,114.91 ~ ~^ v_ _______.~__ ________. ~1 ~~~~ ~~~~ :, Yt: -r-~ ~v G ~, < ;: ~~ lW~ 1~°~~'[~ y~ i~ J ,~. n f. V ~. ~, ~. U ,`N W •~ , ~. ~FCC!~~r, ~"FiCE 0~: ~E" 2UI2 AUG -7 P!~ 1~ 2~ ~..~~, OR~~,4~~'; ~~juRT CUMBERLAND CO., PA _` ~' ~~ o V~ /~ ~ f `•! ji ~! ~'~ f'Yi li~ .~..} !„ t '7 ••}