HomeMy WebLinkAbout02-0328BUREAU OF INDIVIDUAL TAXES
/NHER/TANCE TAX DIVISION
DEPT. 280601
HARRTSBURG, PA 17128-0601
LAHRENCE A MATTIS
12 HINTER LN
DIX HILL
COMMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLONANCE OR DISALLONANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOTNTL¥ HELD OR TRUST ASSETS
DATE 03-25-2002
ESTATE OF MATTIS JAVINE
DATE OF DEATH 12-29-2000
FILE NUMBER
COUNTY
SSN/DC
ACN
053-q6-5332
01121583
Amoun~ Rem/~ed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECORDS ~
REV'1548 EX AFP (01-02)
NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLO#ANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOZNTLY HELD OR TRUST ASSETS
DATE 03-25-2002
ESTATE OF MATTIS JAVINE N DATE OF DEATH 12-29-2000 COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 053-q6-5352 ACN 01121585
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 57005q9590
TYPE OF ACCOUNT: (~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-06-1995
Account Balance 559.51
Percent Taxable X 0.500
Amount Subject to Tax 279.76
Debts and Deductions - .00
Taxable Amount 279.76
Tax Rate X .~5
Tax Due 12.59
TAX CREDITS:
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
HITH YOUR TAX PAYMENT TO THE
REGISTER OF HILLS AT THE
ABOVE ADDRESS. HAKE CHECK
OR MONEY ORDER PAYABLE TO:
'~REGISTER OF HILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TNTEREST IS CHARGED THROUGH Ofi-OZ-200Z TOTAL TAX CREDTT I
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
I
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
TOTAL DUE
~ IF PA/D AFTER THIS DATE, SEE REVERSE FOR CALCULAT/ON OF ADDITIONAL /NTEREST. ~
( IF TOTAL DUE KS LESS THAN $1, NO PAYMENT KS REQUTRED.
IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE STDE OF THIS FORM FOR INSTRUCTIONS. )
.00
12.59
.q8
13.07
lWREAU OF ZND/VTDUAL TAXES
INHERZTANC~ TAX DIVI$IOH ·
HARRxE,~URG,,Pa, 17115-0601
LANRENCE A MATTZ5
12 NXNTER LN
gXX HZLL
CONHONNEALTH 0F pENHSYLVAN1:A DEPARTMENT' OF REVENUE
.oT~*c~ oF x.m~.]:rA.c" TAX
DATE 05-Z5-Z00Z
DATE OF DEATH 11-29-2000
COUN~ CUHSERLAHD
_ .~ ~ SSN/DC
~KE CHECK PAYASLE AND REHZT PAYNENT TO:
RE~ZSTER OF gZLLS,
CUHBERLAND CO COURT HOUSE
CARLZSLE, PA 17~1~
CUT ALONG THXS LENE I~ RETAZN LONER PORTZON FOR YO~__P._~RDS ~
REV-SS&8 EX AFP (01-01)
NOTZCE OF ZHHERZTANCE TAX APPRAISEHENT, ALEONANCE OR DZSALLONANCE OF
DE.DUCTZONS, AND ASSESSMENT OF TAX ON JOZNTLY HELD OR TRUST ASSETS
DATE OS-ZS-2O0Z
ESTATE OF MATTTS JAVINE
N DATE OF DEATH 1Z-29-2000
COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 055-fi6-5532
TAX RETURN NAS: eX)' ACCEPTED AS FILED (') CHANGED
JOXNT OR TRUST ASSET XNFO~HATZON
FXNANC/AL ~NST~TUTZDH= ALLF~RST BANK ACCOUNT NO.
TYPE OF ACCOUNT=
DATE ESTABLISHED
ACH 0111158~
( ) SAVXN$$ ( ~ CHECKXNS ( ) TRUST ( ) TXME CERTZFXCATE
07-BS-X99~
Ac;ount Balaflce
Percen~ Taxable
Amoun~ Sub~ec~ ~o Tax
Debts and Deductions -
Taxable
Tax Ra~e ~ .~5
Tax Due 60.66
2,695.95 _
0.500
1,~q7.97
.00__
NOTE:
TO INSURE PROPER CREDZT TO
YOUR ACCOUNT, SUBMZT THE
UPPER PORTZON OF THIS NOT~CE
~ITH YOUR TAX PAYHENT TO THE
REGISTER OF ~ILLS AT THE
ABOVE ADDRESS. MAKE CHEC~
OR HONEY ORDER PAYAaLE TO:
'RE$[STER OF NILLS~ A~ENT.'
TAX CREDZTS:
PAYMENT
DATE
RECEZPT
NUMBER
DXSCOUNT C+)
;[NTEREST/PEN PAXD (-3
XNTEREST X5 CHARGED THROUGH 0~-OZ-Z002
AT THE RATES APPLXCABLE AS OUTLXNED ON THE
REVERSE SXDE OF THZS FORM
AMOUNT PAXD
TOTAL TAX CRED'rT
~ILA~LANCE OF'TAX DUE
XHTEREST 'AND PEN.
. i TOTAL DUE
XF pAID AFTER THXS DATE, SEE REVERSE FOR CALCUUI?1~ON OF ADDTTI'0NAL XNTEREST. ~
( ZF TOTAL DUE ZS LESS TH~N $1, ND PAYMENT ZS REQUZRED.
:lr TOTAL MJE TS REFLECTED AS.Ae,:CeR~E~ue/~ (CR), YiOU HAY BE DUE * REFUND.
.00.
~o .6G
2.51
62.97
Evelyn ]vlattis
12 Winter Ln
Dix Hills, NY I 1746-5727
926~
~?013
PENNSYLVANIA DEPARTMENT OF REVENUE
BUREAU OF COLLECTIONS
AND TAXPAYER SERVICES
January l3,2003
ESTATE OF: JAVINE N. MATTIS
DATE OF DEATH: 12-29-2000
FILE NUMBER: 21 02-0328/02-33
Lawrence A. Mattis
12 Winter Lane
Dix Hill, NY 11746
Dear Lawrence Mattis:
This is to advise you that the above estate is in a delinquent status. According to our records, as
of this date the estate still is not settled.
The Inheritance and Estate Tax Act, mandates the filing of a tax return and payment of all
outstanding liabilities by a personal representative of the estate or a transferee within nine months of the
decedent's death.
The Department's records show that this estate remains open because:
CURRENT TAX LIABILITY OF $ 79.75 INCLUDING INTEREST
CALCULATED TO 2-13-03 HAS NOT BEEN PAID.
Accordingly, you are directed to file a return and pay all tax due including interest within thirty
days from the date of this letter. Failure to comply with this directive may result in a citation filed by this
Department with the Orphan's Court Division of the Court of Common Pleas of (COUNTY) to show
cause for your failure to comply with the law.
The law provides that any person who willfully fails to file a return required under the provision
of this Act shall be persenally liable for a penalty of twenty-five percent of the tax determined to be due
or $1,000, whichever is less. This penalty is in addition to any other liabilities imposed by the Act.
ely, ^
Rebecca Barrick, District Administrator
Harrisburg District Office
Any questions regarding this estate, please
CONTACT: THOMAS }lOOPER
(717) 783-1405
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17t 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002128
MATTIS LAWRENCE A
12 WINTER LANE
DIX HILL, NY 11746
........ fold
ESTATE INFORMATION: SSN: 053-46-5332
FILE NUMBER: 21 02-0328
DECEDENT NAME: MATTIS JAVINE N
DATE OF PAYMENT: 02/05/2003
POSTMARK DATE: 01/31/2003
COUNTY: C U M BERLAN D
DATE OF DEATH: 12/29/2000
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $79.75
TOTAL AMOUNT PAID:
$79.75
REMARKS: LAWRENCE MATTIS
SEAL
CHECK//4596
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
ZNHERTTANCE TAX DTVTSZON
DEPT. Z80601
HARRTSBURG, PA 171Z8-0601
CONNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-1607 EX AFP C02-03)
LAWRENCE A HATTIS
12 WINTER LN
DIX HILL NY 11746
DATE OS-OS-ZOOS
ESTATE OF HATTIS
DATE OF DEATH 12-29-2000
FILE NUHBER 21 02-0528
COUNTY CUHBERLAND
ACN 01121585
Amoun'l: Remi~ed
JAVINE N
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE., PA 17015
NOTE: To insure proper credi~ ~o your account:, submi~ ~he upper portion of ~chis for..i~h your ~ex payment.
CUT ALONG THIS LINE ~* RETAIN LOWER PORTION FOR YOUR RECORDS ~
ESTATE OF HATTIS JAVINE N FILE NO. 21 02-0328 ACN 01121585 DATE 03-03-2003
THIS STATENENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BELO#
TS A SUNNARY OF THE PRINCIPAL TAX DUE*, APPLICATION OF ALL PAYNENTS*, THE CURRENT BALANCE,, AND,, ZF APPLICABLE*,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSNENT OR RECORD ADJUSTHENT: 05-25-2002
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYNENTS (TAX CREDITS):
12.59
PAYHENT RECEIPT DISCOUNT
DATE NUHBER INTEREST/PEN PAID (-) ANOUNT PAID
01-$1-2003 CDOOZ128 1.10- 13.69
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1.,
NO PAYHENT IS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT"
TOTAL TAX CREDIT
12.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
TNHERTTAHCE TAX DTVTSZON
DEPT. 280601
HARRTSBURG, PA 17128-0601
CONNONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
RE¥-1607 EX AFP COl-OS)
LAWRENCE A MATTIS
12 WINTER LN
DIX HILL NY 11746
DATE 05-05-2005
ESTATE OF MATTIS
DATE OF DEATH 12-29-Z000
FILE NUNBER 21 02-0528
COUNTY CUHBERLAND
ACN 01121584
Amoun'~ Remi't:'l:ed
JAVINE N
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insur'o pr,oper, cr,edt~ ~o your` account:, submi~ ~:he upper` por,~:ion of ~h/s for`. wi~h your` ~ax payment:.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ESTATE OF MATTIS JAVINE N FILE NO. 21 02-0528 ACN 01121584 DATE 05-05-2005
THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
ZSA SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSNENT OR RECORD ADJUSTNENT: 05-25-2002
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
60.66
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID
01-51-2005 CD002128 5.28- 66.06
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1~
NO PAYNENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT"
TOTAL TAX CREDIT
60.78
BALANCE OF TAX DUE .1ZCR
INTEREST AND PEN. .00
TOTAL DUE .12CR
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. }
BUREAU OF TNDZVTDUAL TAXES
/NHERITAHCE TAX DTVTSTON
DEPT. Z80601
HARRTSBURG, PA 171ZS-n601
COHHONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
I'NHERZTANCE TAX
STATEMENT OF ACCOUNT
REV-I~O? EX &FP (01-05)
LAWRENCE A HATTIS
12 WINTER LN
DIX HILL NY 117q6
DATE 05-05-Z005
ESTATE OF HATTIS
DATE OF DEATH 1Z-Zg-Z000
FZLE NUNBER Z1 02-0328
COUNTY CUHBERLAND
ACN 011Z1585
Amoun~ Remi~ed
JAVINE N
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To /nsure proper credi~ ~o your account, subei~ ~he upper portion of 'thLs form wi~h your ~ax payment.
CUT ALONG THZS L'rNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03) ### ZNHER'rTANCE TAX STATEHENT OF ACCOUNT ~x
ESTATE OF HATTIS JAVINE N F'rLE NO. 21 02-0528 ACN 01121585 DATE 05-05-2005
THTS STATENENT IS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NANED ESTATE. SHONN BELON
TS A SUHHARY OF THE PRINCTPAL TAX DUE, APPLZCATTON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE,
A PROJECTED TNTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 05-18-2002
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
1Z.59
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-51-2005 CDOOZ1Z8 1.10- 15.69
ZF PAZD AFTER THIS DATE, SEE REVERSE
S/DE FOR CALCULAT/ON OF ADD/TIONAL INTEREST.
XF TOTAL DUE XS LESS THAN $1,
NO PAYHENT IS REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDZT" (CR),
TOTAL TAX CREDZT 12.59
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF TH/S FORH FOR TNSTRUCTTONS.
BUREAU OF TNDTV'rDUAL TAXES
TNHER[TANCE TAX DTVTSTON
DEPT. 280601
HARRTSBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANTA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-i&07 EX &FP C01-03)
LAWRENCE A NATTIS ~*
12 WINTER LN
DIX HILL NY 117q6
DATE 05-03-2003
ESTATE OF HATTIS
DATE OF DEATH 12-29-2000
FILE NUMBER 21 02-0328
COUNTY CUMBERLAND
ACM 0112158R
I Amoun~ Rem/~ed
JAVINE N
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account:, submi~ ~:he upper portion of ~his form wJ~h your ~ax payment:.
CUT ALONG THTS LTNE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS -.M
ESTATE OF HATTIS JAVINE N FILE NO. 21 02-0528 ACN 0112158~ DATE 05-05-2005
THTS STATEMENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAMED ESTATE. SHONN BELON
KS A SUMMARY OF THE pRTNCTpAL TAX DUE,, APpLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND,, ZF APpLTCABLE.,
A PROJECTED TNTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-02-Z002
PRINCIPAL TAX DUE= ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS)=
60.66
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (=) AMOUNT PAID
01-51-2005 CD002128 5.28- 66.06
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDZTZONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1.,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT'
TOTAL TAX CREDIT 60.78
BALANCE OF TAX DUE .1ZCR
INTEREST AND PEN. .00
TOTAL DUE .12CR
YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS.