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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