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Home My WebLink About02-0394 c:... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG I PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 -tJ.1- 39C( ACN 02107645 DATE 03-07-2002 REY-ln5EXUPU'-DIl EST. OF HARVEY W BARNES 5.5. NO. 209-12-9320 DATE OF DEATH 09-16-2001 '02 liPI( 16 [) 1 :4Q..OUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS IX] CHECKING D TRUST D CERTIF. TAMMY L BARNES 432 S FAYETTE ST SHIPPENSBURG PA c:~. 1725t~7li~ REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICES has provided the Depart.ant with the infor.at1on listed below which has been used in calculating the potential tax dUB. Their records indicate that at the death of tha above decedent# you were II joint owner/beneficiary of this account. If you feel this inforBation is incorrect, please obtain written correction fr~ the fInancial institution, attach II copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of ths COM~nwealth of Pennsylvania. Questions May be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW Account No. 0067386210 . . . SEE REVERSE SIDE FOR D.t. 11-08-1990 Established FILING AND PAYMENT INSTRUCTIONS Account Balance Percent Taxable A~unt Subject to Tax Tax Rate Potential Tax Due 4,466.56 X 50.000 2,233.28 X .15 334.99 To Insurs proper credit to your account, two (Z) copies of this notice Must aCCOMpany your payment to the Register of Wills. Make check payable to: ftRegister of WillS, Agentft. NOTE: If tax pay.ents are made within three (3) months of the decedent"s date of death, yoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nins (9) .onths after the date of death. PART TAXPAYER RESPONSE [!]1!1!~!I~~~.!:I:!::iJ!.!!:,:!!!!!m!i!i~~:!!1!::!~~!,';~!!!!l_~i*!!;!!II.!ili.~I!::::~~:!U.',!:::;'!!!!!~PJ!:,:,:!!~I._~!!~!!!!.i!i!!.,:!!II.~.iIi!!1 ..,.. ,........ ';~:.'-'."""'" ......................,...,...,.,.,.,.,.,.,.,.,.,.,.,.,.,...,.~... .~...,. ,.. ,..... ~.~... .;.;. .-........................,...,.,.,., ,.,.,~;,.,.,.., ,..~....;.. .~. .~~.... .....~.................,.,...,.,...,.,........................ .... .-.......... .........~,...................,....." A. ~ The above Information and tax due is correct. ~ 1. You may choose to re.it payment to the Register of Wills with two copies of this notice to obtein a discount or avoid interest, or YOU .ay check box nAn and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. 0 The above asset has been or wUl be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representativs. C. D The above infor.ation is incorrect and/or debts and deductions wera paid by you. You .ust complets PART 0 and/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rat., please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7, Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 4 5 6 7 8 X X PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax COMputation) I $ perjury, I declare thet the facts I y knowledge end belief, heve reported above ere true, correct HOME (11: ) M~d- ~.:) ?;'-/ WORK ( ) TELEPHON NU R ...d t[ 11,)/ tpl O'ATI1' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREau OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG~ PA 171Z8-06Dl *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE I j -~'i?-I NO. 21 -c:l.;l- 39 '-{ 02107645 03-07-2002 Rn~1545 EX UP 1I9-DDl TYPE OF ACCOUNT D SAVINGS IX] CHECKING D TRUST D CERTIF. TO: r~; '02 Flrri 16 EST. OF HARVEY W BARNES S.S. NO. 209-12-9320 DATE OF DEATH 09-16-2001 COUNTY CUMBERLAND :tj ;~ REMIT PAYMENT AND FORMS REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 O' , I TAMMY L BARNES 432 S FAYETTE ST SHIPP ENS BURG PA 172~7'-'17. 39 {;Unlu ALLFIRST FINANCIAL SERVICES has provided the Deparbent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the abovB decedent~ YOU were a joint owner/beneficiary of this account. If YOU feel this inforlllation is incorrect, pleBse obtain written corraction froe 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 LBws of the Commonwealth c~ ~Bnr.sylvanla. Qu.stior.~ :ay ~e answ6rej by colling (717) 7!7-e3Z7. COMPLETE PART 1 BELOW Account No. 0067386210 J( J( J( SEE Date EstablIshed REVERSE SIDE FOR 11-08-1990 FILING AND PAYMENT INSTRUCTIONS Account Balance 4 , 466 . 56 Percent T.x.ble X 50.000 Allount Subject to Tax 2,233.28 Tax Rate X .15 PotentIal Tex Due 334.99 PART TAXPAYER RESPONSE [!]i~ii!.~~.~;i~.~!!"'i~il~~~liiiil_~!~i~li~i.i!I.~.gilii!l~liil~""illl..!lli.i~.~~I!ill.~.il~i, To insure prop.r credit to your account~ two (Z) copiBs of this notice must acc~pany your paY.Bnt to the Register of Wills. Make check payable to: -Register of Wills, Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of dei!lth~ yoU 8ay deduct a 5% discount of the tax due. Any inheritance tax due will becoMe delinquent nine (9) .onths after the datB of death. A. The above inforMation and tax due is correct. 1. You .ay choose to re.it payeent to the Register of Wills with two copies of this notice to obtain 8 discount or avoid interest~ or you may check box "An and return this notice to the Register of Wills and an official asseSS8ent will be issued by the PA Depart.ent of R.venue. [CHECK ] ONE BLOCK ONLY B. 0 The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. c. D The above information is incorrect and/or debts and deductions were paid by you. You lIust cOlIPletllil PART 0 and/or PART @] below. PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationshIp to decedent: PART ~ TAX RETURN - COMPUTATION OF LINE 1. Date Established I 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tex 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rete 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS x x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ of perjury, I declare that the fects I knowledge and belief. heve reported above ere tru., HOME (717) G ?->.;} WORK ( ) TELEPHONE NUMB R correct end ~C),~ ,.". ,.j "' '... ,..:. (,.1 t',t 1:,J I.f! f'~',' \) ~O- ~ 6 b~~ - ~ ~ ~~~ V '02 ., l.ll~\ GlH1;',. ::::::. i ,;) ~) <i . it ,'p, ~~ =-D ( ~ ::::::,. D ~ t f ,~ ~e. ~ ii"! 11<lj;tl~ :O~~ >';'!i . --ii= ii!,,~ ';') = ~ Il C2' 'k, 1 ,~.-,-...>..,' ""' -""'/'" .. ~ ',.' ", f . :J{; {'>' :_J")j , ..1 "_c~ ~-'?": .s.~ c; '.::u D \"'<C(i y,'.\ ..~ \\\\,i\\ , . l iii 11 . . . \ ~:j :1 ~ \ I, \\ " , COMMONWE;ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BARNES TAMMY l 432 S FAYETTE STREET SHIPPENSBURG, PA 17257-1739 __n_n_ fold ESTATE INFORMATION: SSN: 209-12-9320 FILE NUMBER: 2102-0394 DECEDENT NAME: BARNES HARVEY W DATE OF PAYMENT: 04/16/2002 POSTMARK DATE: 04/15/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/16/2001 NO. CD 001075 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02107645 I $334.99 I I I I I I I I TOTAL AMOUNT PAID: $334.99 REMARKS: TAMMY l BARNES CHECK#1543 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. lEWIS REGISTER OF WillS \. F}-$,-Y' - / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '*' NOTICE OF INHERITANCE TAX APPRAISEKENT, ALLOWANCE OR OISALLOWANCE OF DEOUCTION~<.AND ASSESSNENT OF TAX ON JOINTLY nELO OR TRUST ASSETS REV-1548 EX AFP I OlpO!l TAMMY L BARNES 432 S FAYETTE ST SHIPPENSBURG PA 17257-1739 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 02-03-2003 BARNES 09-16-2001 21 02-0394 CUMBERLAND 209-12-9320 02107645 AMount R...ltt.d HARVEY W 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-V=is4-i-EX--AFii-[oi-:03j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-03-2003 ESTATE OF BARNES HARVEY W DATE OF OEATH 09-16-2001 COUNTY CUMBERLAND FILE NO. 21 02-0394 TAX RETURN WAS, S.S/D.C. NO. 209-12-9320 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02107645 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0067386210 TYPE OF ACCOUNT, DATE ESTABLISHED ( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE 11-08-1990 X 4,466.56 0.500 2,233.28 .00 2,233.28 .15 334.99 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 (-) 04-15-2002 CDOOI075 .00 334.99 TOTAL TAX CREDIT 334.99 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 PAYRENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU RAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORR FOR INSTRUCTIONS. J BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION I DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOKANCE OR DISALLOMANCE OF DEDUCTION~<.AND ASSESSMENT OF TAX ON JDINTLY nELD OR TRUST ASSETS REV-IS48 EX iFP (U~D5> TAMMY L BARNES 432 S FAYETTE ST SHIPPENSBURG PA 17257-1739 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 02-03-2003 BARNES 09-16-2001 21 02-0394 CUMBERLAND 209-12-9320 02107645 Altount R...itted HARVEY W 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=isira-Ex--AFP--fol-=031------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-03-2003 ESTATE OF BARNES HARVEY W DATE OF DEATH 09-16-2001 COUNTY CUMBERLAND FILE NO. 21 02-0394 TAX RETURN WAS: S.S/D.C. NO. 209-12-9320 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02107645 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0067386210 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE ll- 08-199 0 X 4,466.S6 0.500 2,233.28 .00 2,233.28 .15 334.99 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 (-) 04-15-2002 CDOOI075 .00 334.99 TOTAL TAX CREDIT 334.99 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . I IF TOTAL DUE IS LESS THAN $1, NO PAYI1ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I