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Home My WebLink About04-1030· ~C6~HORREALTH OF PEHNSYLVANIA DEPARTRERT OF REVENUE RONALD V RAU 151 ST JOHNS DR CAMP HILL PA 17011 ZNKORMATZON NOTICE AND TAXPAYER RESPONSE FZLE NO. 21 ~:~ -I ~ ACN 04141508 DATE 10-20-2004 EST. OF KARL RAU S.S. NO. $40-09-9459 DATE OF DEATH 07-02-2004 COUNTY CUMBERLAHD TYPE OF ACCOUNT []SAVINGS [CHECKING []TRUST []CERTIF. REHZT PAYHENT AND FORHS TO: RESISTER OF HILLS CUMBERLAHD CO COURT HOUSE CARLISLE, PA 17013 COMPLETE PART 1 BELOW - . # SEE REVERSE SIDE FOR FZLZNG AND PAYHENT INSTRUCTIONS Accoun* No. 219961-00 De*e 07-05-2002 Es~ebltshed Accoun~ Balance 2~843.09 Percen~ Taxable X 50.000 AemJn~ Subjac~ ~o Tax 1,421.55 Tax Ra~e X .15 Po~en~ial Tax Due 213.23 PART TAXPAYER RESPONSE You must complete PART ~ ~d/or PART ~ below. PART If you Indicate a different ~ax~, please sta~e your ~ relationship ~o decedent: TAX RETURN - COHPUTAT~ON OF TAX ON JOiNT/TRUST ACCOUNTS LINE 1. Oa~a Es~abl/shed 2. Accoun~ Balance 3. Pmrcon~ Taxable q. ~o~ SubJa=~ 5. hb~s and Deductions 7. Tax a. Tax PART DATE PAID DEBTS AND DEDUCTZONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Linl 5 of Tax Compu~e~lon) Under penalties of perjury, I declare tha~ *he fac~s 1' have raper*ed above are ~rue~ correc* and //~lpl~e ~o ~he/b~ of my knowledge and ballef. HOME (?/?) WOR TAXP~YE~ SIgNaTUrE TELEPHONE NUMBER DATE 6ENERAL INFORMATION 1. FAZLURE TO RESPOND WZLL RESULT ZN AN OFFZCZAL TAX ASSESSHENT #Jth .ppltcabl. interest based on infor.atJan REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX COMPUTATION CLAIMED DEDUCTIONS - PART $ - DEBTS AND DEDUCTIONS CLAIMED RONALD V RAU 131 ST JOHNS DR CAMP HILL PA 17011 INFORMATION NOTICE AND TAXPAYER RESPONSE PZLE NO. 21 ACN 041q1589 DATE 10-20-2004 TYPE OF ACCOUNT EST. OF KARL RAU [] SAVINGS S.S. NO. 340-09-9459 [] CHECKING DATE OF DEATH 07-02-2004 [] TRUST COUNTY CUMBERLAND [] CERTIF. RERZT PAYHE~ AND FORHS REGZSTER OF MILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMPLETE PART 1 BELON ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 219961-05 Dote 07-05-Z002 Estobl/$hed Account Balance 22 · 279.45 Percent Taxable X SO . 000 Amount Subject ~o Tax ~ ~, ~ $ 9.7 Z Tax Ra~e X .15 Po~en~i~l Tax Due 1 ·670.96 PART TAXPAYER RESPONSE ONE PART Zf you indicate o different tax rat~eese state your ] rolat$onship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Accoun~ Balance 2 3. Percon~ Taxable · . Am~n~ Subjec~ ~o Tax q /~. /~, E. Deb~s and Deductions 5 - 6. A~unt Taxable 6 7. Tax Rate 7 X'' ~EBTS AND DEDUCTZONS CLAZHED PART DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line S of Tax Computation) Under penalties of perjury, Z declare that tho facts 1' have reported above are true, correct and T~XPxpplOto to tho bes~f my knowledge and beltef. HOME ( ~/7 ) T~/-~ AYER SIGNATURE TELEPHONE NUMBER DATE GENERAL /NFORHATZON 1. FAZLURE TO RESPOND RZLL RESULT ZN AN OFFZCZAL TAX ASSESSHENT ~lth applicable interest baaed on lnfor;at]en REPORT]~NG 'rNSTRUCT'rONS - PART 1 - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX CONPUTATZON death to or far the use of a natural parent, an adoptive parent, er a stepparent of the child CLATMED DEDUCTTONS - PART S DEBTS AND DEDUCTTONS CLATMED RONALD V RAU 131 ST JOHNS DR CANP HILL PA 17011 ZNFORHATZON NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ~ I0~0 ACN Oqlq1390 DATE 10-20-Z00q TYPE OF ACCOUNT EST. OF KARL RAU [] SAVIt~S S.S, NO. 3~0-09-9~59 [] CHECKING DATE OF DEATH 07-0Z-200~ [] TRUST COUNTY CUNBERLAND [~CERTIF, REH/T PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CONPLETE PART ! BELON # # it SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Accoun~ No. 219961-11 Da~e 07-05-2002 Es~abl/shed Acco~v~ Balance 9 ~833.~5 r~r~ T~xable X 50.000 Amount Sub~ec~ to Tax q,916.63 Tax Rata X .15 PotantLel Tax Du~ 737.q9 PART TAXPAYER RESPONSE A. [] The above inforaation and tax due is correct. ONE ~ Mills and an official assessnent uill be iss~ed by the PA gepartaent of Revenue. ONLY to be f{led by the decedent's representative, PART l'f you fLndfLCeta · different tax ra~e, please state your TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS L/NE 1. Date Established 1 ~'-~- 2. Account Balance 2 ~, ~-' 3. Percent Taxable 3 ~. Amount Subject to Tax q /'~ 5. Deb*s and De~c~ions S -~0~ 6. Ae~n~ Taxable 7. Tax Ra~e 7 8. Tax D~ 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAZMED PAYEE DESCRIPTION TOTAL (Enter on L~.ne 5 of Tax Computation) AMOUNT pATD GT~. o o Under penalties of perjury, I declare that the facts 1' have reported above are true, correct and /~t. to/t~s'(C of my k~wl.dg, and belief. HOME C~/7) 7~/-~o~ WORK ( ) ~,~ I I-~-~ TAXPAYER S~6NATURE TELEPHONE NUMBER DATE 6ENERAL INFORMATION 1. FAILURE TO RESPONU HILL RESULT ZN AN OFFICIAL TAX ASSESSMENT .]th applicable tnt.r.st based on tnfarmat]an sub.itted by the financial Institution. REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX COHPUTATION CLAIMED DEDUCTIONS - PART $ DEBTS AND DEDUCTIONS CLAIMED COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV- ~ 162 EX(11-96) NO. CD 004617 RAU RONALD V 131 ST JOHNS DR CAMP HILL, PA 17011 ESTATE INFORMATION: SSN: 340-09-9459 FILE NUMBER: 2104- 1030 DECEDENT NAME: RAU KARL DATE OF PAYMENT: 11 / 12/2004 POSTMARK DATE: 10/09/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/02/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT '04141388 $63.97 04141389 8501.29 04141390 8105.60 TOTAL AMOUNT PAID: 8670.86 REMARKS: SEAL CHECK#158 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~g-q7 60/. ~ /ow-, ~o COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVI~":rl\Xt:~ INHERITANCE TAX DIVI\!:U(iK.')"LF:U PO BOX Z80601 : " ., ,','" HARRISBURG PA 11lZ8-0~Ol", ,0" ,~', .' NOTICE OF INHERITANCE TAX APPRAISE"ENT~ ALLOKANCE OR DISALLOKANCE OF DEDUCTION~. AND ASSESS"ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP 112-04) 18 ll~ 44. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 03-21-2005 RAU 07-02-2004 21 04-1030 CUMBERLAND 340-09-9459 04141390 Allount R_i H.d KARL :,::.. RONAL D ~\~~t~~'{:~)f~~2';!rH 131 ST joHNS DR ' " - CAMP HILL PA 17011 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 ~ RE;;:i54-i-Ex-~FP--(Oi-:03j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-21-2005 ESTATE OF RAU KARL DATE OF DEATH 07-02-2004 COUNTY CUMBERLAND FILE NO. 21 04-1030 TAX RETURN WAS: S.S/D.C. NO. 340-09-9459 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04141390 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 219961-11 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-05-2002 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 9.833.25 0.500 4.916.63 2.570.00 2.346.63 .45 105.60 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 ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-09-2004 CD004617 .00 105.60 TOTAL TAX CREDIT 105.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. 9" ..-nTAI nuE IS REFLECTED AS A "CREDIT" ( CRl. YOU MAY BE DUE A REFUND. --- ---~ ....a TU<<:.TIlIJCTIONS. l ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' .._...../'~.,_.'. ~...,~..... ,..-,co'", BUREAU OF INDIVIoUAil.-t.~~s.l) INHERITANCE TAX DIVISIOIi;Cr.'..... PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOMANCE OR DISALLOMANCE OF DEDUCTION~. AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP 112-D4) 18 '. I. I. l- II' Ii '+ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 03-21-2005 RAU 07-02-2004 21 04-1030 CUMBERLAND 340-09-9459 04141388 Allount Rellitted KARL RONALD 131 ST JOHNS DR CAMP HILL PA 17011 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 ~ RtE;;=is4-i-EX--AFP--foi-:63i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-21-2005 ESTATE OF RAU KARL DATE OF DEATH 07-02-2004 COUNTY CUMBERLAND FILE NO. 21 04-1030 TAX RETURN WAS: S.S/D.C. NO. 340-09-9459 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04141388 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 219961-00 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-05-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 2.843.09 0.500 1.421.55 .00 1.421.55 .45 63.97 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 ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-09-2004 CD004617 .00 63.97 TOTAL TAX CREDIT 63.97 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" ( CR). YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS. ) '<'''-. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIIi'V~t.rr~~E~' INHERITANCE TAX DIVISION.'.! PO BOX Z80601 '.- . HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOMANCE OR DISALLOMANCE OF DEDUCTION~. AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP 1l2-DO 18 li:44 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 03-21-2005 RAU 07-02-2004 21 04-1030 CUMBERLAND 340-09-9459 04141389 Allount Rellitted KARL C~LERi{ RONALD ~!~~~d\{:~.;.! 131 ST JoW~SD~ ., CAMP HILL PA 17011 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 ~ RE-Y=is4-i-EX--AFii-foi-:63i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-21-2005 ESTATE OF RAU KARL DATE OF DEATH 07-02-2004 COUNTY CUMBERLAND FILE NO. 21 04-1030 TAX RETURN WAS: S.S/D.C. NO. 340-09-9459 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04141389 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 219961-05 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-05-2002 x 22.279.43 0.500 11.139.72 .00 11.139.72 .45 501. 29 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 ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-09-2004 CD004617 .00 501. 29 TOTAL TAX CREDIT 501. 29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) .......~~