HomeMy WebLinkAbout02-0411
COMMONWEALTH 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
VONJESS ELSIE
940 WOODLEY DRIVE
MECHANICSBURG, PA 17050
-------- fold
ESTATE INFORMATION: SSN: 137-24-0974
FILE NUMBER: 2102-0411
DECEDENT NAME: VONJESS EDUARD
DATE OF PAYMENT: 04/24/2002
POSTMARK DATE: 04/11/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 02/01/2002
NO. CD 001105
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
02115035 I $36.93
02115033 I $12.79
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ELSIE VONJESS
CHECK# 115
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$49.72
MARY C. LEWIS
REGISTER OF WILLS
'y
/7-6--q-Q'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLOHANCE OR DISALLOHANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-15~1 EX AFP [01-02>
'OZ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:! c .C,O.l.INTY
. I U .SSN/DC
ACN
06-17-2002
VONJESS
02-01-2002
21 02-0411
CUMBERLAND
137-24-0974
02115033
Allount Rellitted
EDUARD
,jUiJ 17
PATRICIA M
1292 VALLEY
ETTERS
TRAINER
GREEN RD
PA 17319l.'-
CU'
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=is~8-E)f-AFP--(Ol-:02)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-17-2002
ESTATE OF VONJESS
EDUARD
DATE OF DEATH 02-01-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0411
TAX RETURN WAS:
S.S/D.C. NO. 137-24-0974
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
02115033
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
o137240974C
TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-01-1981
X
1,794.01
0.166
299.01
.00
299.01
.45
13.46
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 (-)
04-11-2002 CDoo1105 .67 12.79
TOTAL TAX CREDIT 13.46
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.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl. YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
/ "'/-0-9-6;'
\v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEHENT~ ALLOHANCE OR DISALLOHANCE
OF DEDUCTION~. AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-15Qa EX AFP [DI-D2l
.02
....lud
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
17 /\g=~~
ACN
06-17-2002
VONJESS
02-01-2002
21 02-0411
CUMBERLAND
137-24-0974
02115035
Allount Rellitted
EDUARD
PATRICIA M TRAINER
1292 VALLEY GREEN RD
L.,_
ETTERS PA 17319 Clli
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 ~
Rifv;i5~8-Ex--AFii-(Oi-:o2)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-17-2002
ESTATE OF VONJESS
EDUARD
DATE OF DEATH 02-01-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0411
TAX RETURN WAS:
S.S/D.C. NO. 137-24-0974
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
02115035
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0137240974S
TYPE OF ACCOUNT: (~SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-01-1981
X
5.182.43
0.166
863.76
.00
863.76
.45
38.87
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 (-)
04-11-2002 CD0011 05 1.94 36.93
TOTAL TAX CREDIT 38.87
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.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
/~)~y~6-
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLOKANCE OR DISALLOKANCE
OF DEDUCTION~J AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02)
'02
EDUARD VONJESS
940 WOODLEY DR
MECHANICSBURG
1"1/\ Y 1 (J
r', :',3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
05-13-2002
VONJESS
02-01-2002
c:2/-6c:2 - ~ /)
CUMBERLAND
137-24-0974
02115034
E.Du ~ I< ()
[LSII:
P-A:':17050-9175
('
..t Ti"L:
Amount Remitted
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-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 05-13-2002
ESTATE OF VONJESS
ELSIE
DATE OF DEATH 02-01-2002
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. 137-24-0974
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
02115034
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
o137240974S
TYPE OF ACCOUNT:
DATE ESTABLISHED
(>0 SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
05-01-1981
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
5,182.43
0.166
863.76
.00
863.76
.00
.00
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 (-)
TOTAL TAX CREDIT . DO
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.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
/~/D-9-0-'
\
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLOMANCE OR DISALLOMANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02)
'0"::
EDUARD VONJESS
940 WOODLEY DR
MECHANICSBURG ~. . PA
eLl,
i Hl
"'
.)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
05-13-2002
VONJESS
02-01-2002
e::.2 / - 0.,;:) - "'--I / I
CUMBERLAND
137-24-0974
02115032
E.ou A/{.[J
[LSI[
Amount Remitted
17050-9175
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-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 05-13-2002
ESTATE OF VONJESS
ELSIE
DATE OF DEATH 02-01-2002
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. 137-24-0974
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
02115032
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0137240974C
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS (X> CHECKING ( ) TRUST ( ) TIME CERTIFICATE
05-01-1981
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
1,794.01
0.166
299.01
.00
299.01
.00
.00
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 (-)
TOTAL TAX CREDIT .00
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 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. )
/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 -o~ -..".. II
02115033
03-27-2002
REY-15~3 EX AFP lD9-DDI
'02 J\Pl~ 24 P 1 :0::5
eDvA-I~1)
EST. OF ~ VONJESS
S.S. NO. 137-24-0974
DATE OF DEATH 02-01-2002
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
[X] CHECKING
o TRUST
o CERTIF.
F1l
PATRICIA M
1292 VALLEY
ETTERS
TRAINER
GREEN ~B"
P ~t7~1. 9
..,..~.-
,t I, ii.,.'
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU 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 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 Inheritance Tax Laws of the Commonwealth
of P&~nsylvania. Questions may be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0137240974C Date 05-01-1981
Established
Account Balance
Percent Taxable
A.ount Subject to
Tax Rate
Potential Tax Due
x
1,794.01
16.667
299.01
.045
13.46
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 57. discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of deeth.
Tax
PART
[!]
The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may 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.
[CHECK ]
ONE
BLOCK
ONLY
B. [] The above asset hes been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
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
~
TAX RETURN - COMPUTATION
LINE 1, Date Established
2. Account Balance
3. Percent Taxable
4. A.ount Subject to Tax
5. Debts and Deductions
6. A.ount Taxable
7, Tax Rate
8. Tax Due
TAX ON JOINT/TRUST ACCOUNTS
If you indicate a different tax rate, please state your
relationship to decedent:
OF
1
2
3
4
5
6
7
8
x
x
PART
[!]
DATE PAID
=
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Co.putationJ
I
$
facts I have reported above are true, correct
HOME (7/7) Cj3ff-( ffl if /
WORK ( )
TELEPHONE NUMBER
and
TAXPAYER
'I-!R .- Or:l-.
DATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO.
ACN
DATE
21..0:)- ~ II
02115035
03-27-2002
~'l
REY-1543 EX AFP 109-001
'02 J\Pf~ 24 P 1 :("1
i5\:)vl\ It))
EST. OF [BWARD VONJESS
5.5. NO. 137-24-0974
DATE OF DEATH 02-01-2002
COUNTY CUMBERLAND
TYPE OF ACCOUNT
IX] SAVINGS
o CHECKING
o TRUST
o CERTIF .
PATRICIA M TRAIN~ci
1292 VALLEY 6REENr~~"'-
ETTERS ~A' 17319
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU 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 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 Inheritance Tax Laws of the Commonwealth
~_.":.'IlJ.l.ll.~FiiQ, Q~g....ti:Jn; ~ay I:e ::In~w~rcd by calling (717) ?!?-!!~Z? ~
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 01372409745 Date 05-01-1981
Established
x
5,182.43
16.667
863.76
.045
38.87
TAXPAYER RESPONSE
To insure proper credit to your account, two
(Z) copies of this notice must accompany your
paymant to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Account Balance
Percent Taxable
A.ount Subject to
Tax Rate
Potential Tax Due
x
NOTE: If tax payments are made within three
(3) months of the decedent.s date of death,
you may deduct a 57. discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may 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.
[] 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.
[] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART
[!]
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
ft. A.ount Subject to Tax
S. Debts and Deductions
6. A.ount Taxable
7. Tax Rate
8. Tax Due
TAX ON JOINT/TRUST ACCOUNTS
If you indicate a different tax rate, please state your
relationship to decedent:
OF
1
2
3
't
S
6
7
8
x
x
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line S of Tax Co.putationJ
perjury, I declare that the facts I
.y knowledge and belief. HOME
I
$
....~ .
\.5"9~
correct and
i -(r-t);2
DATE