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HomeMy WebLinkAbout02-0822 1 J " , I II 7 (fw~ ~7~'-:~ ' t; r; ~f) ,~/ ::JIU~f/, . tJ tJ L0 (L c/u; i!u-:jj) ;:tf tU~))LjJaJ h j:7<-. &1/I.M J<).l,), r:hd:-- ' '. /. . . In/</J17JtZ-b-tltf ,,/ '00 t1 /1/11: t t't.V PUlL, ~ . 'I I. I"~ U II /. I! I' II II /1 jl 1/ 'i I, i/ II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG I PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE 17' ":'1'(- II NO. 21-0;1.- 02135948 08-22-2002 i'2z.. REY-15~5 EX AFP CD9-0OJ IF EST. OF THELMA D WAMPLER S.S. NO. 230-38-8290 DATE OF DEATH 05-25-2002 . i iJ COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF . JESSE HURLEY 1532 SHEEP FORD RD MECHANICSBURG PA 11955 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FCU hills provided the Deplllrtllent with thlil information listed below which has been used in calculating the potential tax dus. Their records indiClllte that at the death of the above decedlilntl YOU were a joint owner/beneficiary af this account. If YOU feel this informllltion is incorrectl please obtain written correction from the financial institution I attach a copy to this for.. and raturn it to tha above 8ddress. This account is taxsble in accordance with the Inheritance Tax Laws of the Commonwellllth of Plilnns~l"'dniB. Qulilstiun:; .",y by I!ItlS""..ll;Io.l Ly (::CilHng ~717} 787~6~Z7. nat. Established REVERSE SIDE FOR 04-04-2001 FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELOW Account No. 203664-40 . . . SEE x 10,721.78 8.333 893.45 .045 40.21 To insure proper credit to your accountl two (2) copies of this notice .ust accollpany your paYllent to the Registsr of Wills. Make check payablB to: "Register of Willsl Agent... Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x NOTE: If tlllX payments ars ~ade within three (3) months of the decedsnt's date of deathl YOU .ey deduct e SZ discount of ths tax due. Any inheritanca tax due will baco.e dslinquent nine (9) months after the date of dsath. PART TAXPAYER RESPONSE [!] t:I.~.irtl~.I!I!.i..;;~lm'-.'::!,:".:':"""II.l:ti.i;Uf.~.::';;.~I:.I:.I~.:I:~.'.".'],:i'E::'i!.:.:,:..U.,:;:';;:iI.Ii..i'illif...:.':':..:'.:I~'I.:.'..!:.W.!;._.,t.il._.~...iI.i!; r.>.............,'.,..._........",.,.,..,..........,.,............,...,..............,.,....,.,.........."......_._.......,,,.,,.,,...,........,......"..........,,,..,'........,.,..,.,',.........,.,. ,.,.,,..........,.,.,...,.,....,.".,',','.........,.,,,.,..-...........,.,.,'...-.........,.',.,...........,.,.,',.-.......1'."'.,-,.........,.,.,', ,.......,.,.",-..-......., "",.-. ..............-...........................................-..................-.....................................,........-.........,...............,.,...........................,.,...-........,... ...........,...-.........,...........................,.............................................-......,........... [CHECK ] ONE BLOCK ONLY A. ~e above infor.ation and tax due is correct. 1. You Nay choose to raNit payment to tha Registar of Wills with two copies of this notics to obtain a discount or avoid intersstl or you may chsck box "A" and return this notice to tha Rsgister of Wills and an official assessment ~ill ba issued by the PA Department of RevBnUe. 8. 0 The above asset has besn or will be rBportsd and tax paid with the Pennsylvania Inharitance Tax return to be -filed by the dscedent.s TepMlsen'tat:ive. c. 0 The above information is incorrect and/or debts and dsductions ~ers paid by you. 'tau must cOlllplste PART 0 and/or PART 0 bslow. PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. A.ount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rata 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 $ I TOTAL (Enter on LIne 5 of Tax Computation) Under pensltias of perjury, I declare that the facts I complete to the best of my knowledge and belief. ) ~o:(~ rTes:J"l2tYoN'ry--;"s q/h~/;Ol"_ TAXPAYER S NA UR have reported above are true, correct and 707- .:357"'- HOME (/'77) WORK ( ) TELEPHONE NUMBER <7 - "/- 0.9- DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIDUAl TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RUSSELL L WAMPLER C/O JESSE HURLEY 1532 SHEEPFORD ROAD MECHANICSBURG, PA 17055 nh_n_ fOld ESTATE INFORMATION: SSN: 230-38-8290 FILE NUMBER: 2102-0822 DECEDENT NAME: WAMPLER THELMA 0 DATE OF PAYMENT: 09/11/2002 POSTMARK DATE: 09/05/2002 COUNTY: CUMBERLAND DATE OF DEATH: OS/25/2002 NO. CD 001609 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02135948 I $40.21 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RUSSELL L WAMPLER CHECK# 2203 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $40.21 MARY C. LEWIS REGISTER OF WILLS - - - - - - - - - - - - ~ ~ ~\ ~ 9> ~~ :i' <l) (') ~l ~ "l a ~ ~ lt~ \J) ~ i <t ~ .. N -0. () R . xoztllJ ~taffi~o :xl:"4:xlynyn $~::j~J c$~Oa :xlQO"'ll,o C)...yn-fl; "0 -1~% > ~<-1 ~ ...60 ... :=:c"'ll ~ :5>:xl Q ~r-~ $ O;yn ... %><% ynC (/)yn ~ - - =- 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 OJ- '&'c2.d-. 02135949 08-22-2002 REY-15~5 EX iF" {Ot-DOl TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF. TO: 'T),I ".. , i EST. OF THELMA D WAMPLER S.S. NO. 230-38-8290 DATE OF DEATH 05-25-2002 -,\jOUNTY CUMBERLAND REMIT PAYMENT AND REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 FORMS JULIA A STOCKER 145 OAKEN LN GRANTVILLE PA 17028, HOUSE MEMBERS 1ST FCU has provided the Departllent with the inforllation 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 infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the CO_lIonwealth of Pennsylvania. QUestions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW Account No. 203664-40 IE IE IE SEE Date Established REVERSE SIDE FOR 04-04-2001 FILING AND PAYMENT INSTRUCTIONS Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 10,721.78 8.333 893.45 .15 134.02 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax paYllents are made within three (3) .onths of the decedent's date of death, YOU lIay deduct a 5Z discount of the tax due. Any inheritance tax due will becolle dslinquent nine (9) 1I0nths after the date of death. PART [!] he above infor.ation and tax due is correct. I. You .ay choose to re_it 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 assess.ent will be issued by the PA Depart_ent of Revenue. [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. 0 The above infor.ation is incorrect and/or debts and deductions were paid by you. You must cOllplete PART 0 and/or PART ~ below. If you indicate a different tax rate} 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 PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury} I declare that the facts I have reported above are true} correct and complete to the best of my knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER DATE TAXPAYER SIGNATURE .... -4 C) .~ I:.) *" (oJ (., f,L\ f":' - - - - - - - - C - - - ~~~, (Il .... (Il tr~$; " -., .,.;~a.. >c.~ :::;g.... o. 1Jf ;;;g " I (\l 6(-...... ~t;;~ SO~ gt~ ".,.; i ::i -J o N 00 C3 'P \ ~ , \. \ \ \ , \' \ \', 1<) , ' Ii! ,; \ \ \ \ \ ~, , " \, " > i J I ; f \ . \ \ . ' . \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(1,-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JILlA A STOCKER 145 OAKEN LANE GRANTVILLE, PA 17028 _nn_n fold ESTATE INFORMATION: SSN: 230-38-8290 FILE NUMBER: 2102-0822 DECEDENT NAME: WAMPLER THELMA 0 DATE OF PAYMENT: 09/17/2002 POSTMARK DATE: 09/16/2002 COUNTY: CUMBERLAND DATE OF DEATH: OS/25/2002 NO. CD 001626 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02135949 I $134.02 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JULIA A STOCKER CHECK# 2227 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $134.02 MARY C. LEWIS REGISTER OF WILLS /~l`~~ ~~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 28601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT ALLOWANCE OR DISALLOWANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST A55ETS REV-1548 E% 1FP (81-82) DATE 11-11-2002 ESTATE OF WAMPLER THELMA D DATE OF DEATH 05-25-2002 FILE NUMBER 21 02-0822 _ COUNTY CUMBERLAND SSN/DC 230-38-8290 JESSE HURLEY ACN 02135948 1532 SHEEPFORD RD Amount Remitted MECHANICSBURG PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: 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 11-11-2002 ESTATE OF WAMPLER THELMA D DATE OF DEATH 05-25-2002 COUNTY CUMBERLAND FILE N0. 21 02-0822 S.S/D.C. N0. 230-38-8290 ACN 02135948 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 203664-40 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST ( ~ TIME CERTIFICATE DATE ESTABLISHED 04-04-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 10,721.78 X 0.083 893.45 .00 893.45 X .45 40.21 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 09-05-2002 CD001609 .00 40.21 TOTAL TAX CREDIT 40.21 BALANCE OF TAX DUE .Or INTEREST AND PEN. .~ TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU MAY BE DUE A REFUND. --- .. ~..~....~ .. ~..~ ..~ r..rr rsu me tucr o~~rrrnuc ~ /-J-'??-// '" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG, PA 11128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEKENT ALLONAHCE OR DISALLONANCE OF DEDUCTIDN~, AND ASSESSHENT OF TAX ON JDINTL~ HELD DR TRUST ASSETS REY-l!48EXAFP UI-Qt} , , DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-25-2002 WAMPLER 05-25-2002 21 02-0822 CUMBERLAND 230-38-8290 02135949 AMount Rellitted THELMA D JULIA A STOCKER 145 OAKEN LN GRANTVIL LE PA 17,028 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=isiii-Eif-AFP--foi-=02i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-25-2002 ESTATE OF WAMPLER THELMA D DATE OF DEATH 05-25-2002 COUNTY CUMBERLAND FILE NO. 21 02-0822 TAX RETURN WAS: S.S/D.C. NO. 230-38-8290 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02135949 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 203664-40 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE 04-04-2001 X 10,721.78 0.083 893.45 .00 893.45 .15 134.02 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 (-) 09-16-2002 CDOO1626 .00 134.02 TOTAL TAX CREDIT 134.02 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" [ CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. I