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Home My WebLink About02-0270COHHONREALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171ZB-0601 REV-i.~iS EX AFP cng-DO) ZNFORHATZON NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ~'~-~ ACN 0210632q DATE 05-05-2002 EST. OF MAR6ARET E RICE S.S. NO. 167-1q-5167 DATE OF DEATH 11-10-2001 '02 MAR 15 ~II :3~c°uNT~ JOYCE A WENTZ C/O 3~8 PLUM ST LEHOYNE PA 170~ r,: TYPE OF ACCOUNT E~SAVZNGS []CHECKING [~TRUST CUMBERLAND ~]CERTZF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with t~e information listed belaw which has been used in calculating the potantial tax due. Their records indicate that at the death of tha above decedent, you ware · 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 ]n accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW # # ~ SEE REVERSE SzDE FOR FZLZNG AND PAYMENT ZNSTRUCTZONS Account No. 51q0067816 Date 10-18-1996 Established Account Balance 3, q 0 3.6 q Percent Taxable X 5 0.0 0 0 Amount Subject to Tax 1,701.82 Tax Rate X · 15 Poten'l:iel Tax Due 255.Z7 To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments are made within three (3) months of the dacedent's date of death, you amy deduct a Sg discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE CHECK ONE BLOCK ONLY PART TAX LINE A. ~lThe above information and tax due is correct. 1. You may choose to remit payment to the Register of #ills with two copies of this notice to obtain a discount or avoid interest, or you amy 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. B. F~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax to be filed by the decadent's representative. C. []The above information is incorrect and/or debts and deductions mere paid by you. You must complete PART F~and/or PART Zf you indicate a different tax rate, please state your relationship ~o decadent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Date Established I 2. Account Balance 3. Percent Taxable q. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line S of Tax Computation) Under penalties of perjury; Z declare that the facts Z have reported above ere true~ correct and coaplete~,~ ,re the best of ay know_~_~e and belief. HOME TAXPAYER S~NRTURE T ~ TELEPHONE NUMBER DATE 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 000964 WENTZ JOYCE A 348 PLUM STREET LEMOYNE, PA 17043 ........ fold ESTATE INFORMATION: SSN: 167-14-5167 FILE NUMBER: 2102-0270 DECEDENT NAME: RICE MARGARET E DATE OF PAYMENT: 03/15/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 11/10/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02106324 $255.27 REMARKS: JOYCE A WENTZ TOTAL AMOUNT PAID: $255.27 SEAL CHECK# 4769 INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF 'rNDTV'rDUAL TAXES INHERI'TANCE TAX DI*V]*SI'ON DEPT. 180601 HARR*rSRURG, PA 17128-0601 dOYCE ANENTZ C/O $q8 PLUM ST LEMOYNE 'O2 COMMON#EALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTXCE OF XNHERXTANCE TAX APPRAXSERENT. ALLOHANCE OR DXSALLOHANCE OF DEDUCTXONS, AND ASSESSMENT OF TAX ON 3OXNTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF R/CE DATE OF DEATH 11-10-2001 FZLE NUMBER 21 02-0270 COUNTY CUMBERLAND ACN 0210652q Amoun~ Remi~md IIEV-lS~ia Ell AFP [OX-IZ) MARGARET E MAKE CHECK PAYABLE AND REMXT PAYMENT TO: REGZSTER OF NXLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THXS LXNE ~ REV-/S48 EX AFP (01-01) RETAZN LONER PORT/ON FOR YOUR RECORDS NOTXCE OF ZNHERZTANCE TAX APPRAXSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTXONS, AND ASSESSMENT OF TAX ON dOXNTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF RTCE MARGARET E DATE OF DEATH 11-10-2001 COUNTY CUMBERLAND FTLE NO. 21 02-0270 S.S/D.C. NO. 167-1q-5162 ACN 0210651q TAX RETURN HAS: (X) ACCEPTED AS FTLED ¢ ) CHANGED dOZNT OR TRUST ASSET ZNFORMATXON FTNANCTAL TNSTTTUTTON: PNC BANK ACCOUNT NO. 51q0067816 TYPE OF ACCOUNT: C ) SAVXNGS (~ CHECKTNG ( ) TRUST ( ) TTME CERTTFTCATE DATE ESTABLXSHED 10-18-1996 Account Balance 3,qO3.6q Percent TaxabZe X 0.500 Amount Subject to Tax 1,701.82 Debts and Deductions .00 Taxable Amount 1,701.82 Tax Rate X .15 Tax Due 255.27 NOTE: TAX CREDZTS: PAYMENT RECETPT DXSCOUNT ¢+) DATE NUMBER I'NTEREST/PEN PATD ¢-) AMOUNT PATD 0:5-15-2002 CDOOO96q .00 255.27 TO TNSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMTT THE UPPER PORTTON OF THTS NOTTCE HTTH YOUR TAX PAYMENT TO THE REGTSTER OF HILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: WREGTSTER OF NTLLS, AGENT."~ TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE TF PATD AFTER THTS DATE~ SEE REVERSE FOR CALCULATION OF ADDTTZONAL TNTEREST. ~ TF TOTAL DUE TS LESS THAN $1~ NO PAYMENT TS RE~UTRED. TF TOTAL DUE TS REFLECTED AS A "CREDTT~ ( CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THTS FORM FOR INSTRUCTTONS. ) 255.27 .00 .00 .00 ~BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JOSEPH D BUCKLEY J D BUCKLEY LAW OFFCS I237 HOLLY PIKE CARLISLE COMMONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ~L: .: , DATE 03-22-2004 ~-;* : i::ESTATE OF BOORE DATE OF DEATH 12-18-2001 FILE NUMBER 21 02-0271 '(~ HAR 19 ~,1:4]COUNTY CUMBERLAND ACN 101 ~ ~t ~ I Amount Remitted I REV-1547 EX AFP (01-05) CHRISTINA M MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOORE CHRISTINA M FILE NO. 21 02-0271 ACM 101 DATE 03-22-2004 TAX RETURN NAS: C X} ACCEPTED AS FILED C ~ CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON.' ORIGINAL RETURN 1. Real Estate CSchedule A) C1) 2. Stocks and Bonds (Schedule B) (23 $. Closely Held Stock/Partnership Interest CSchedule C~ C$~ r+. Mortgages/Notes Receivable CSchedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) &. Jointly O~ned Property CSchedule F) 7. Transfers CSchedu/e G) C7~ 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) Il. Total Deductions 12. Net Value of Tax Return 15. 14. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Sub3ect to Tax O0 O0 O0 .00 .00 O0 NOTE: To lnsure proper O0 credit to Your account, O0 submit the Upper port/on of this form w/th your tax payment. c8) . O0 .00 Cll) .00 c~2) .00 ¢[$) .00 c~) .00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that Include the total of ALL returns assessed to date· ASSESSMENT OF TAX: 15. Amount of L/ne 1~ at Spousal rate CLS) 16. Amount of L/ne 1~ taxable at Lineal/Class A rate C16) 17. Amount of Line 14 at Sibling rate C17) 18. Amount of L/ne 14 taxable at Collateral/Class B rate C18) 19. Prtnci~al Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID C · O0 x O0 = . O0 .00 X 045= .00 · O0 x 12 = . O0 · O0 X 15 = . O0 C19)= · O0 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)