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HomeMy WebLinkAbout04-1001 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-11 62 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004588 LESA WILSON ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $1,999.07 ESTATE INFORMATION: SSN: 192-34-6921 FILE NUMBER: 2104- 1001 DECEDENT NAME: CLOUSE IRENE M DATE OF PAYMENT: 11/05/2004 POSTMARK DATE: 11/05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/10/2003 TOTAL AMOUNT PAID: $1,999.07 REMARKS' CLOUSE CHECK//4544 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COHNONHEALTU OF PENNSYLVANIA ~ DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES TNFORHATTON NOTICE FILE NO. 21 ~0~- I00~ DEPT. ZSO60l AND HARRISBURG, PA 171Z8-060! TAXPAYER RESPONSE ACN 0q105358 REV-lS43 EX AFP (Og-OO) DATE 02-16-2004 TYPE OF ACCOUNT £$T. OF MARY C HUTZELL [] SAVINGS 5.5. NO. 192-34-6921 [] CHECKTNG DATE OF DEATH 12-10-2003 [] TRUST COUNTY CUMBERLAND [] CERTZF. REH/T PAYMENT AND FORHS TO: IRENE M CLOUSE REGISTER OF WILLS 276 SLED DR CUMBERLAND CO COURT HOUSE SHERNANSDALE PA 17090 CARLISLE, PA 17013 BANK OF LANDZSBURG has provided the Department with fha information listed bales 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 [nharitanca Tax Laos of the Commonwealth o~ Perinsylvania. Questions may be ansearad by call,ne (717) 767-6327. COHPLETE PART I BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Account No. 700011578 Data 12-17-2001 To insure proper credit to your account, two Established cz) copies of this notice must accompany your Account Balance 70,611.30 payment to the Register of Hills. Hake check payabla to: 'Rsgistar of Hills, Agent". Percent Taxable X 16.667 Amount SubSact to Tax 11,768.79 NOTE: If tax payments ara made within three ($) months of the decsdent's date of dsath~ Tax Rate X .045 you may deduct a 5Z discount of the tax due. Any inharitanca tax due will become delinquent Potential Tax Due 529.60 nine (9) months after the date of PART TAXPAYER RESPONSE A. ~ The above information and tax dua is correct. l. You say choose to remit payment to the Register of Hills with two copies of this notice ta obtain  CHECK ~ a discount or avoid interest, or you may check box "A" and return this notice to the Register of ONE Nills and an official assessment will be issued by the PA Department of Revenue. BLOCK B. [] The above asset has been or ~il! be reported and tax paid with the Pennsylvania ~nheritance Tax return ONLY to be filed by the decedent's representative. C. ~he above information is incorrect and/or debts and deductions were paid by you. You must complete PART [] and/or PART ~ below. PART Zf you indicate a different tax rate~ please state your relationship to decedent: TAX RETURN - COHPUTATZON OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established 1 2. Account Balance 2. $. Percent Taxable $ ~. Amount Subject to Tax $. Debts and Deductions 6. Amount Taxable 6 7. Tax Rata 7 8. Tax Due 8 PART DEBTS AND DEDUCTIONS CLAZM;n DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on L/ne $ of Tax Computation) Under penalties of per5ury~ Z declare that the facts I have reported abovur~,,trua~.r,o~,re;;~-Jand coop,ate to the best of~ kno.ledge and bal,ef. HO"E (7/~) 6~1'/~,~)- ~__~///~/~ . TAXPAYER SIGNATURE TELEPHONE NUMBER COMMONREALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ZNFORMATZON NOTZCE FZLE NO. 21 DEFT. 280601 AND HARRISBURg, PA 17128-0601 TAXPAYER RESPONSE ACN 0q105556 .., REV-ZSaSEXAFPCOg-OO) DATE 02-16-gOOq TYPE OF ACCOUNT EST. OF MARY C HUTZELL []SAVZNaS S.S. NO. 19Z-3q-69Z1 []CHECKZNg DAT£ OF DEATH 12-10-2003 E~TRUST COUNTY CUMBERLAND []CERTXF, REMZT PAYMENT AND FORMS TO: IRENE M CLOUSE REGISTER OF WILLS 276 SLED DR CUMBERLAND CO COURT HOUSE SHERMANSDALE PA 17090 CARLISLE· PA 17013 BANK OF LANDZSBURG has provided the Department with the information llsted below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you ware 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 Tnheritance Tax Laws of the Commonwealth of Pennsylvania. guestions may be answerea by calling (71/) 787-&SZ7. COMPLETE PART ! BELOW x x x SEE REVERSE SZDE FOR FZLZNG AND PAYMENT ZNSTRUCTZONS Account No. 068q98q38 Data [2-[7-2001 TO insure proper credit to your account, two Establ/shad cz) copies of this notice must accompany your payment to the Register of Rills. Make check Account Balance 37,065. q3 payable to: "Register of Rills, Agent". Percent Taxable X 16. 667 Amount SubSect to Tax 5 · 3q~. 35 NOTE: If tax payments are made within three (:5) months of the decedent's date of death, Tax Rate X . 0~5 you may deduct a 5Z discount of the tax due. Any inheritance tax due ail1 become delinquent Potent/a/ Tax Due ?qO. 50 nine (9) months after the date of death. PART TAXPAYER RESPONSE A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Rills with two copies of this notice to obtain  CHECK -~ a discount or avoid interest, or you may check box "*" and return this notice to the Register of ONE Nllls and an official assessment will be issued by the PA Department of Revenue. BLOCK J S. [] The above asset has been or will be reported and tax paid with the Pennsylvania Tnheritance Tax return ONLY to be filed by the decedent's representative. C. ~/The above information is incorrect and/or debts and deductions were paid by you. You must complete PART [] and/or PART [] below. PART Tf yOU /nd/cate a different tax rate· please state your relat/onsh/p to decedent: TAX RETURN - COMPUTATZON OF TAX ON JOZNT/TRUST ACCOUNTS L~NE 1. Date EstebZ/shed 1 2. Account Balance 2 ~. Percent Taxable $ q. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8. PART DEBTS AND DEDUCTZONS CLA]:H~I DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on L/ne 5 of Tax C~---_-~:dtat/on) Under panalt/as of perjury· ]~ declare that the facts Z have reported above arej:rue·.c~e~c:~and /TAXPAYER SIGNATURE TELEPHONE NUMBER 1. 'L~(""""'.r_-';r""'::-- (" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS REV-1604 EX AFP (03-05) ..., .~ , r"- . I t.... .-- o '_ '; o "v DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-14-2005 HUTZElL 12-10-2003 21 04-1001 CUMBERLAND 192-34-6921 04105358 Amount Remitted MARY C ~ . : , IRENE ~ CLOUSE C/O DAVID C MILLER JR 1100 SPRING GDN DR A MIDDLETOWN PA 17057 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------------------------------------------------------------------------------ REV-1604 EX AFP (03-05) -- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 10-14-2005 ESTATE OF HUTZELL MARY C DATE OF DEATH 12-10-2003 COUNTY CUMBERLAND FILE NO. 21 04-1001 ADJUSTMENT BASED ON: S.S/D.C. NO. 192-34-6921 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 04105358 FINANCIAL INSTITUTION: BANK OF LANDISBURG ACCOUNT NO. 700011578 TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 12-17-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 70,611.30 0.166 11,768.79 1,262.88 10,505.91 .45 472.76 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 ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 2.91- 475.67 TOTAL TAX CREDIT 472.76 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE on · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) llEV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER REVIEWED BY MARY C HUTZELL SCOTT ELLISON ACN ITEM SCHEDULE NO. EXPLANATION OF CHANGES DEDUCTIONS IN THE AMOUNT OF $1,262.88 HAVE BEEN APPROVED. ROW 2104.1001 04105358 Paqe 1 r--- ....t. ..,I ~::. ,..1. .:..- .+. -:..- .:..1 I.il "':' I I.il ..il ..... .::- I::~ "':- FiEe," ..-,r.',-~ r.lj""': rl,e!,] ^"''',T 25 ., r"""- 1r;T I,i r:..\, 0......:::00 )>omc :::0 O. G) ~ !::cenOJ en:::O-lm r-lm:::O mI:::or "UOO~ )>~"TIO ......m:;Eo -.....Jenj=O oorc ~ C en z" )>0-1 :::O"TI-< m"TI a m o ~ 0:; ~ ~\j > ~v,~~ ~ av,f.r*::tIO:; .~ ~ \j~~ > '"tl;:;'~as.'~ ~\j;:""~> ;: a ~ ";:i ..., ~;;: \jjS~~ ';:;:. :::. a ;: ~ . iS~:;r.,.~~ ;:...,....\j:::::t'!:j -. ~ ;:- a 0, i-I >:l~a;;: i-I ......;;: ... . 00 ~:::. t"'I ~ ~ ...... COMMONHEALTH OF PENNSYLVANZA ~ DEPARTHENT OF REVENUE BUREAU OF ZNDZVZDUAL TAXES ZNFORMATZON NOTZCE FZLE NO. 21 DEPT. Z80601 AND HARRISBURG, PA 17128-0601 TAXPAYER RESPONSE ACN 0q105559 REV-I~dSEX&FP(Og-OO) DATE OZ-16-ZOOq TYPE OF ACCOUNT EST. OF MARY C HUTZELL [] SAV1.NOS S.S. NO. 19Z-Sq-6921 [] CHECK1.NG DATE OF DEATH 12-10-2005 [] TRUST COUNTY CUMBERLAND j~-JCERT1.F. REM1.T PAYMENT AND FORMS TO: LESA D NZLSON REGZSTER OF NZLLS 502 NOUNTAZN VIEN RD CUMBERLAND CO COURT HOUSE SHERMANSDALE PA 17090 CARLISLE, PA 17015 BANK OF LANDTSBUR$ 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 ware a joint owner/beneficiary of this account. Zf 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 CoamonweaIth of Pennsyivania. ~uestions may be answered i~y calli.g (7i7) 7&7-&SA7. COMPLETE PART :1 DELON x x ~ SEE REVERSE Si:DE FOR FZLZNG AND PAYMENT ZNSTRUCTZONS Account No. 700011578 Date 12-17-2001 TO insure proper credit to your account, two Established (z) copies of this notice must accompany your Account Balance 7 O, 611.50 payment to the Regis/ar of Hills. Make check payable to: "Register of Hills, Agent". Percent Taxable X 16.6 6 7 Amount Subject to Tax 11,768.79 MOTE: If tax payments ara made within three C5) months of the dacedent's data of death, Tax Rata X . 12 you may deduct a AZ discount of the tax due. Any inheritance tax due ~i11 become delinquent Potent/al Tax Due 1 · 412 · 25 nine (9) months after the date of death. PART TAXPAYER RESPONSE I' A. [] The above information and tax duo is correct. 1. You may choose to remit payment to the Register of Mills 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 ONE Hills and an official assessment will be issued by the PA Department of Revenue. BLOCK J B. [] The above asset has been or will bm reported and tax paid with the Pennsylvania Znheritance Tax return ONLY to be filed by the decedent's representative. C. ~/The above information is incorrect and/or debts and deductions were paid by you. You must complete PART [] and/or PART [] below. PART Tf you /nd/cate a different ~ax rata, p/ease state your relationship to decadent: TAX RETURN - COMPUTATTON OF TAX ON JOTNT/TRUST ACCOUNTS LTNE 1. Data Established 1 2. Account Balance 2 5. Percent Taxable q. Amount Subject to Tax 5. Debts end Deduct/ohs 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART DEBTS AND DEDUCTTONS CLAZH~I DATE PATD PAYEE DESCRIPTTON AMOUNT PATD TOTAL (Enter on L/ne 5 of Tax Co~5-:dtation) $ Under penalt/e~T~.~~ perjury, Z declare that the facts 1' have reported above ar~L.;I;rue·~_cj~qr~c_!gand compZmte ~~h , kno.ledge and bel,ef. "OHE ~/7 SZGNAT~ - TELEPHONE NUH~ER CONNON#EALTH OF PENNSYLVANTA ~ DEPARTNENT OF REVENUE DUREAU OF ZNDZVZDUAL TAXES ZNFORMATZON NOTZCE FILE NO. 21 DEPT. 280601 AND HARR[SBURg, PA 17128-0601 TAXPAYER RESPONSE ACN 04105557 REV-~43 EX *FP CO~-.O) DATE 02-16-2004 TYPE OF ACCOUNT EST. OF MARY C HUTZELL [] SAVTN$S S.S. NO. 192-34-6921 [] CHECKTMg DATE OF DEATH 12-10-2003 [] TRUST COUNTY CUMBERLAND [] CERTTF. REMTT PAYMENT AND FORMS TO: LESA D WILSON REGISTER OF k/ILLS 502 MOUNTAIN VIE9/ RD CUMBERLAND CO COURT HOUSE SHERMANSDALE PA 17090 CARLISLE, PA 17013 BANK OF LANDZSBURg has provided the Department mith the information listed belam mhich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you mere a joint owner/beneficiary this account. If you feel this information is incorrect, please obtain mritten correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance mith the Inheritance Tax Lams of the Coamonmaalth COMPLETE PART ! BELOW x x x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 068498438 Date 12-17-2001 TO insure proper credit to your account, ted Established (g3 copies of this notice must accompany your Account Balance 32,065.43 payment to tho Register of gills. Make check payable to: "Register of NiZls, Agent"'. Percent Taxable X 16.667 Amount Subject to Tax ~, 344.55 NOTE: If tax Payments ars made mithJn three (~) months of the dacedant's date of death, Tax Rata X . 12 you may deduct a 52 discount of tho tax due. Any inheritance tax due mill become delinquent Potentia! Tax Due 641.32 nine (9) months after the date of death. PART ~] TAXPAYER RESPONSE A. ~Thm above information and tax duo is correct. 1. You may choose to remit payment to the Register of NJ~ls mJth tad copies of this notice to obtain E CHECK ~ a discount or avoid interest, or you may check box "A" and return this notice to the Register of ONE Mitts and an officJa! assessment mi!! be issued by tho PA Department of Revenue. BLOCK s. [] The above asset has been or mi!! be reported and tax paid mith the PsnnsyXvania ~nhsritanca Tax return ONLY to be fiZsd by the decedent's representative. C. ~The above information is incorrect and/or debts and deductions mere paid by you. You must complete PART ~ and/or PART ~ balom. PART Zf you indicate a different tax rate) please state your [ ~] relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOiNT/TRUST ACCOUNTS LINE [. Date Established 2. Account Balance 2 $. Percent Taxable q. Amount Subject ~o Tax 5. Debts and Deductions 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due B.. PART DEBTS AND DEDUCTIONS CLAZME~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under p~elties of perjury, T decZare that the facts have reported above ~ORK ( ~A~R -S T~ATURE - - TELEPHONE NUHBER Attorney at Lau, INFORMATION NOTICE and TAXPAYER RESPONSE File #: 21 ACN: 04105358 Estate: Estate of Mary C. Hutzell SSN: 192-34-6921 Date of County: Cumberland Death: 12-10-2003 The decedent, Mary C. Hutzell, held assets in two joint accounts at the time of her death. Both accounts were created on 12-17-2001, more than one year before the date of death. The first account was a savings account, #068498438. The attached Rev. Form 1543 indicates a balance for tax purposes of $32,065.43. The account was taxable to two individuals, the decedent's mother, Irene M. Clouse, and the decedent's sister Lesa D. Wilson. Each individual was accessed tax on the basis of a one-sixth (1/6th) share of the account, or $ 5,344.35. The second account was a Certificate of Deposit, #700011578, also created on 12-17-2001, more than one year before the date of death. The account had a balance 03570,611.30, which was taxable to two individuals, the decedent's mother, Irene M. Clouse, and the decedent's sister, Lesa D. Wilson. Each individual was accessed tax on the basis of a one-sixth (1/6th) share of the account, or $11,768.79. The taxes due from both individuals involved are indicated in the chart below. Total Assets: Taxable Share of Assets: Account # 068498438 $ 32,065.43 Account Values: $102,676.73 Account # 700011578 $ 70,611.30 Percent Taxable: x 16.667% TOTAL: $102,676.73 Subtotal: $17,113.14 Irene $17,113.14 Lesa Deductions: TOTAL: $34,226.28 Westminster Cemetary Memorial $ 2,992.00 Hoffman-Roth Fun. Home Funeral $ 4,736.00 Chapel Pointe Nursing Home Care $ 2,267.10 $ 9,995.10 Total Assets: $34,226.28 Total Deductions: $ 9,995.10 Taxable Amount: $24,231.18 Irene Clouse: $24,231.18 x 50% = $12,115.59 x 4.5% tax = $ 545.20 Lesa Wilson $24,231.18 x 50% = $12,115.59 x 12% tax = $1,453.87 TAX DUE: $1,999.07 1846 Bonnie Blue Lane · Middletown, PA 17057 * Phone: 717-329-8533 · Fax: 717-939-2798 · E-mail: DavidCMillerLaw(a,aol.com 1159 Newville Road Phone (717) 249-2029 Carlisle, Pennsylvania 17013-1777 FAX (717) 249-9365 September 21, 2004 To Whom It May Concern: This is to verify that Mr. Richard Hutzell paid $2992.00 for a bronze memorial for Mary "Molly" Hutzell. This account is paid in full. If you have any questions or concerns, please feel free to contact the office. Sincerely, Fonda Taylor ~ 14176-239 Name Mary E, Hutzell Residence 273 West Ridge St., Carlisle, PA 17013- Place of death Chapel Pointe at Carlisle Date of dea'th December 10, 2003 Wife/Husband Married Richard M. Hutzell Born September 26, 1942 61 2 14 Occupation Receptionist Medical Insurance Social Security # ~'~34-9781 Birthplace Linglestown, PA Father Dale A. Clouse Mother Irene M. McQuay Clouse Viewing Friday, December 12, 2003 from 6:00 PM to 8:00 PM Viewing Place Hoffman-Roth Funeral Home, Inc. Services Hoffman-Roth Funeral Home, Inc. Service time 8:00 PM Date 12/12/2003 Interment Westminster Memorial Gardens, Carlisle, PA SECTION Garden Benedidl[~'~ 98A GRAVE Cremation Yorktowne Cremation Service 1211312003 Clergy Rev. Charles Kish Informant Richard M. Hutzell Husband Address 273 West Ridge St. Carlisle, PA 17013- Phone (717)249-4077 Surviving: Richard M. Hutzell of Carlisle, PA Marc C. Hutzell Of Silver Spring, MD Travis B. Hutzell of Des Moines, IA Lesa D. Wilson of Shermans Dale, PA Townes H. Hutzell of Des Moines, IA Irene M. Clouse of Shermans Dale, PA Grandchildren 1 Great Grand 0 Great Great 0 Enlisted / / Discharged / / Service ft CREMATION PACKAGE # 1 2975.00 Casket Kinsey Casket Yorktowne 725.00 Vault Marbelon Universal Urn Wilbert 300.00 Urn Unity Biodegrable Urn Clothing Wearing Apparel 81.00 Etc. 0.00 0.00 TOTAL Grave Opening 4081.00 Newspaper Notice 580.00 Newspaper Notice 0o00 Airfare 0.00 Clergy 0.00 Certified Copies 0.00 Flowers 20.00 Hairdresser 0.00 Other 30.00 25.00 ~ TOTAL CASH ADVANCES Additional Items 655.00 0.00 0.00 TOTAL ADDITIONAL ITEMS ~ 0.00 GRAND TOTAL 4736.00 Glenda Farner Strasb ugh Register of Wills & Clerk of Orphans' Co Marjorie A. Wevod u First Deputy Kirk S. Sohonage, E q. Solicitor One Courthouse Square Carlisle, P A 17013 Phone: (717) 240-6345 Fax: (717)240-7797 OFFICES OF Regist r of Wills and Clerk ofthe Orphans' Court County of Cumberland TO: Diane McCain COMPANY: Dept of Rev FAX NUMBER: 717-772-0412 REo Corrected Inher Tax ceipt FACSIMILE TRANSMITTAL SHEET FROM: Roger Kelly PHONE: 717-240-6347 DATE: May 26, 2005 TOTAL NO. OF PAGES INCLUDING COVER: 2 o URGENT o FOR RE JEW 0 PLEASE COMMENT 0 PLEASE REPLY o PLEASE RECYCLE ATTORNEY DAVID ILLER CONTACTED OUR OFFICE REGARDING A MISSING INHER TA RECEIPT. OUR OFFICE ISSUED AN INVOICE IN ERROR, LISTING "IRENE M. LOUSE" AS DECEDENT IN FILE # 21-04-1001. THE ACTUAL DECEDEN WAS MARY C HUTZELL. A CORRECTED RECEIPT IS ATTACHED. HOPE ULLY, THIS WILL HELP TO RESOLVE THE SITUATION. ROGER KELLY, SEC ND DEPUTY. TRANSMISSION VERIFICATION REPORT TIME OS/25/2005 22:41 NAME FAX TEL DATE. TIME OS/25 22:41 FAX NO. /NAME 917177720412 DURATION 00:00:29 PAGE(S) 02 RESULT [J( MODE STANDARD ECM COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(' '-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004588 LESA WILSON DUPLICATE nun fold ESTATE INFORMATION: SSN: 192-34-6921 FILE NUMBER: 2104- 001 HUTZE,-L MARY C 11/05 2004 11/05/2004 CUMB RLAND 12/10 2003 DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,999.07 I I I I I I I I TOTAL AMOUNT PAID: $1,999.07 REMARKS: CLOUSE CHECK# 4544 SEAL INITIALS: CCP RECEIVED BY: ~ ~<:::.~,,~'-\ <<:.'i:l ~~""'~ I:\\- \)~~~\)~~ \\"'''' ~",:;_~', ~L,\)\U~, l- ';(,~I-)~ '^'. REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Situation Report s\ LI,,\~..s. Caller: David Miller Attorney 329-8533 Asking if we have a estate for Mary Hutzell. I could not find any under that name. He then asked me to ch ck under Clouse. We discovered that we created an estate in the name of the taxpaye , not the decedent. David asked me to c ntact Diane McClain at the Dept of Rev. Phone 787-6505, fax 772- 04 I 2 and provide he with a receipt for the tax payment that we credited under Clouse instead of Hutzell. All Dept of Rev she ts are correctly listing Mary Hutzell wi correct SSN. BUREAU OF INDIVIDUAL '":iAXf:S INHERITANCE TAX DIVISION. -' . PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT -- IRENE M CLOUSE C/O DAVID MIllER JR 1100 SPRING DR STE A MIDDLETOWN PA 17057 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN REV-1607 EX AFP (03-05) r:,'" 10-17-2005 HUTZEll 12-10-2003 21 04-1001 CUMBERLAND 04105356 MARY C [ Allount Rellitted J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS lINE NOTE, To ;n.ur. prop.r er.d;' '0 your .eeoun', ....;. 'ho "PPor por"on of 'h.. foro .;th Your 'ox P.,..... REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- -+ ESTATE OF HUTZEll MARY C FILE NO.21 04-1001 ACN 04105356 DATE 10-17-2005 THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUs OF THE STATED ACH IH THE HARED ESTATE. SNO.. BELOW IS A S"",ART OF THE PRIHCIPAL TAX DUE, APPLlCATIOR OF ALL PAYHEHIS, THE CURRENT BALAHCE, AHO, IF APPLICABLE, A PROJECTED INTEREST FIGURE. *** INHERITANCE TAX STATEMENT OF ACCOUNT *__ RETAIN lOWER PORTION FOR YOUR RECORDS +- DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT: 01-17-2005 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE, 240.50 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 1.48- 241.98 TOTAL TAX CREDIT 240.50 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 if IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J BUREAU OF INDIVIDUAl:,::TAXES-, INHERITANCE TAX DIVISION- PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) LESA .0 WILSON C/O DAVID C MILLER JR 1100 SRING GDN DR A MIDDLETOWN PA 17057 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-17-2005 HUTZElL 12-10-2003 21 04-1001 CUMBERLAND 04105359 MARY C Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HUTZElL MARY C FILE NO.21 04-1001 ACN 04105359 DATE 10-17-2005 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: 01-17-2005 PRINCIPAL TAX DUE: 1,412.25 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 .00 636.15 EREST IS CHARGED THROUGH 11-01-2005 TOTAL TAX CREDIT 636.15 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 776.10 INTEREST AND PEN. 45.91 !Ii IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 822.01 SIDE 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" CCRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J (>~ BUREAU OF INDIVIDUAL[T~Si{;: INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) "'.""1'."" ~ "<~': :::: 0 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-17-2005 HUTZELL 12-10-2003 21 04-1001 CUMBERLAND 04105358 MARY C IRENErM.CLOUSE C/O DAVID C MILLER JR 1100 SPRING GDN DR A MIDDLETOWN PA 17057 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HUTZElL MARY C FILE NO.21 04-1001 ACN 04105358 DATE 10-17-2005 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: 10-13-2005 PRINCIPAL TAX DUE: 472.76 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 2.91- 475.67 TOTAL TAX CREDIT 472.76 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 ill IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J C^~ BUREAU OF INDIVIDUAL l'AX'(:r-r- INHERITANCE TAX DIVISION . PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) ~t'...,,.... "~ ,,", DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-17-2005 HUTZEl L 12-10-2003 21 04-1001 CUMBERLAND 04105357 MARY C LESA ~-WILSON C/O DAVID MILLER JR 1100 SPRING DR STE A MIDDLETOWN PA 17057 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HUTZElL MARY C FILE NO.21 04-1001 ACN 04105357 DATE 10-17-2005 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: 01-17-2005 PRINCIPAL TAX DUE: 641.32 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 3.95- 645.27 TOTAL TAX CREDIT 641.32 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J elfV' COMMONWEALTH OF PENNSYLVANIA REV-'1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 006013 LESA WILSON ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 I $822.01 ESTATE INFORMATION: SSN: 192-34-6921 I FILE NUMBER: 2104-1001 I DECEDENT NAME: HUTZELL MARY C I DA TE OF PAYMENT: 11/18/2005 I POSTMARK DATE: 11/17/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 12/10/2003 I I TOTAL AMOUNT PAID: $822.01 REMARKS: LESA D WILSON CHECK# 4737 INITIALS: RSK SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS , REGISTER OF WILLS ....... M ....... 'V ;~~ ==';i;", C? (IllLCa> ~~ ~:t: '- 11"::'1 ~ 'f .C:::--- "l.:I '" <( '-J ~a: ~ID '~ ~ .E ",.c.o - l, ~ "" -~~ R~ ~ \..,.1 (-v1 ./ g ~ t? 0 - - U 0 \ 0 \, (" 0\ 0 0 t--.. ~ ru ...... ~Z -< ::l 0 ..!:I tll ~O ll., III Orl.lQj,$ ..:co 0 O..:l'",.;j :> to - Cv U~."'Cl cq~ .. ~ am ....I~ - Q'tl a ~~ rn ~ Qj S ru Z<Ui .... ..s( - .... ~rI.l\OQj c~ !:l::~t--....c: CiE ru _...:lNC/'l CS).~ .... ~-g rn F5j .... rn 0 . . - BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) LESA D WILSON C/O DAVID C MILLER JR 1100 SRING GDN DR A MIDDLETOWN PA 17057 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-17-2005 HUTZEL L 12-10-2003 21 04-1001 CUMBERLAND 04105359 MARY C Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: 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 (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HUTZELL MARY C FILE NO.21 04-1001 ACN 04105359 DATE 10-17-2005 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: 01-17-2005 PRINCIPAL TAX DUE: 1,412.25 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 .00 636.15 EREST IS CHARGED THROUGH 11-01-2005 TOTAL TAX CREDIT 636.15 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 776.10 INTEREST AND PEN. 45.91 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 822.01 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, 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. ) r- '-' - ~ J... ~ :::: ~ - r '/' -: 7- ~ ,... ~ r " r - h ~ I ~ J' " J ,..1- ..,I .., I... ,..,. (,,\ .... n ....... n ~ 0 1'..1 ~ n ~ ~ ,:..1 (JQ 0 .... =s 1.(1 .... 5. 0- [Jl 0- ~ J: [Jl - ,.,j - (1) (1) p) ..~ ~(1) ::r' ::L ..., "Tj );. 'i::l 0 g; 0 ~ -- ;:l;: > s:: >-+, G., [Jl 0- ~ "" ;t , I ....... (1) n --, ~'" - .... ..., <; if --.J r./J 0 - r./J 0.0 - - s:: [Jl - r-..) 0: ....... s:: q ~ w ~ ,.... c: [Jl 0 (1) 0- ;:l;: - n p) V1 C;; 0 s:: s:: (JQ :4- ::r' V "C ::r' l ) 0 s:: f<J [Jl ~ (1) \....... - --1 I-.J - - - - - - - - BUREAU OF INDIVIDUAL"TAX-ES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) "'''',- i:3 i'i, t: (~8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-03-2006 HUTZElL 12-10-2003 21 04-1001 CUMBERLAND 04105359 MARY C ,I~'l r\:-,r- LESA i_T"-J)wi t.:S{)N r'i :' , C/O DAVID C MILLER JR 1100 SRING GDN DR A MIDDLETOWN PA 17057 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT *__ ESTATE OF HUTZElL MARY C FILE NO.21 04-1001 ACN 04105359 DATE 01-03-2006 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-17-2005 PRINCIPAL TAX DUE: 1,412.25 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 .00 636.15 11-17-2005 CD006013 45.91- 822.01 12-30-2005 """', WRITEOFF .00 1. 70 TOTAL TAX CREDIT 1,412.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 !Ii IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) RK BUREAU OF INDIVIDUAL 'TA)(~S- ,- INHERITANCE TAX DIVISION ' PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~~--'.c- . INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) ':' 1 ....1 : : I '=:: :3:.i DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-03-2006 HUTZEL L 12-10-2003 21 04-1001 CUMBERLAND 04105359 MARY C LESA D WILSON C/O DAVID C MILLER JR 1100 SRING GDN DR A MIDDLETOWN PA 11051 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 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 (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HUTZELL MARY C FILE NO.21 04-1001 ACN 04105359 DATE 01-03-2006 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY 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: 09-02-2005 PRINCIPAL TAX DUE: 1,412.25 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-05-2004 CD005552 .00 636.15 11-17-2005 CD006013 45.91- 822.01 12-30-2005 WRITE OFF .00 1. 70 TOTAL TAX CREDIT 1.412.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l RA