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Home My WebLink About02-0609 '" ... Z '" >111 ...::) >-Z tIllII Z> ZIII III'" II. IL ILO o ... ::cZ "'111 ...:E ",... III'" 3'" Zll. 0111 lE:<> :E o U ;; ~ . ~ .>:.: u" " ~la 9i-ttIJ )(,.U,I.ti ~~O~ tlJ~~< ~D:~~ ..aotO~ ~",130l OlUg( ~~<i:lC" "z Hggc J,I,...;/oCl-I "'" '" ,'" \j...~>- M2:C...J "'~l-4'" i~t;S Ill:>" ~~~~ Ol" .. ..'" "''' Ul w ~ ... ~i!5 ~ aU: I ~~ is ....~ ;:: i~ ,.oj H..... ~ ~ u.,\>.ICI .. o~~:5! = ~~i& <:il U1: ~Ml"':~ :> 2"" 1D,Iot'S~ Il< ~ W z: '" .... o ~ s '" ... "'" No-. c:::.~ .! Q QQzeo +- = o..o<o-.N.PI N NO....l I lOt I I QI I &:Ii:: co = Gl ~ Ctdll:::..oNuJr-IN 0:. o4oCH:G I I'o"t ~ ~~~r-'~~~ :0 ocnONU.-IO or;( x ... "'''' 111111 ~RI IL::) 1II0Z>-U 1II!C1ll1ll1E~ ~~~"'::)ZZ _w_....otnU A 11.11:1. u.. (J II) cC '" '" l>- ll< <t.... Il<l/'I W C!lW Il< "'W o w ::>w ...... wl/'l ....... >- ... Il<='" <t""'" :ENU o ... IE III :E ~ II. ... ... :E III '" R Z '" III ... ~ ~ II. UJ l/'I ::> o :>: ....'" Il<.... l/'I:::>o ...0..... ...U.... .... :):0 u<t u. 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Ie. .03 JUL 11 ':1' .'9 ., I 'L DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-30-2003 GERARD 04-06-2002 21 02-0609 CUMBERLAND 02132042 DIANE R MARY L GERARD 260 BELVEDERE ST CARLISLE PA l~~~C' Allount Rellitt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... RE-Y=il.iri-Ex--AFP--fiiFo3y------.ii.--iiiHERITANCE--YAX-STA-iEMENY-OF-AifcoUNi--...---------------- - - - -- ESTATE OF GERARD DIANE R FILE NO.21 02-0609 ACN 02132042 DATE 06-30-2003 THIS STATEHENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF TNE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003 PRINCIPAL TAX DUE: ................ 3.42 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-16-2003 CD002688 .08- 3.50 TOTAL TAX CREDIT 3.42 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER TNIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. J \'/?-'?3-b BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEIlENT, ALLOMANCE OR DISALLOIIANCE OF DEDUCTION5<.AND ASSESSMENT OF TAX ON JOINTLY KELD DR TRUST ASSETS IlEV"1548 EXAFP (OI-02l ROBERT J GERARD 260 BELVEDERE ST CARLISLE PA 1701~ DATE ESTATE OF DATE OF DEATH FILE NUMBER "pUNTY , S'SN/DC ACN 09-30-2002 GERARD 04-06-2002 21 02-0609 CUMBERLAND 155-18-9815 02132041 DIANE R 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 COI-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-30-2002 ESTATE OF GERARD DIANE R DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND FILE NO. 21 02-0609 TAX RETURN WAS: S.S/D.C. NO. 155-18-9815 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02132041 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 42814-00 TYPE OF ACCOUNT: DATE ESTA8LISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 06-17-1985 X 456.27 0.166 76.05 .00 76.05 .45 3.42 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 RECEI PT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 07-24-2002 CDOO1445 .00 3.25 TOTAL TAX CREDIT 3.25 BALANCE OF TAX DUE .17 INTEREST AND PEN. .00 TOTAL DUE .17 ~ 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. ) /-" /'~ . . // - .,.;:' -.f:;,;- \ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITAHCE TAX APPRAISEHENT. ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1SUEXAFI' COI-02) ROBERT J GERARD 260 BELVEDERE ST CARLISLE PA :P013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-10-2002 GERARD 04-06-2002 21 02-0609 CUMBERLAND 155-18-9815 02129312 Allount Re..itted DIANE R ,t 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=is4-i-EX--AFii-foi-=ozi------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-10-2002 ESTATE OF GERARD DIANE R DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND FILE NO. 21 02-0609 TAX RETURN WAS: S.S/D.C. NO. 155-18-9815 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02129312 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 42814-11 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE 06-17-1985 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 1,895.25 0.166 315.88 .00 315.88 .45 14.21 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 TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-03-2002 CDOO1370 .71 13.50 TOTAL TAX CREDIT 14.21 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER TNIS 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITAHCE TAX APPRAISEMENT. ALLoNANCE DR DISALLoHANCE OF DEDUCTIoN~, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS REV-1548EXAFPI0l-D2l MARY L GERARD 260 BELVEDERE ST CARLISLE l,< DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-10-2002 GERARD 04-06-2002 21 02-0609 CUMBERLAND 155-1B-9B15 02129314 A.ount Re..itted DIANE R PA 17.013 ,', 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:isiri-ix--AFP--coi-:021------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-10-2002 ESTATE OF GERARD DIANE R DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND FILE NO. 21 02-0609 TAX RETURN WAS: S.S/D.C. NO. 155-18-9815 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02129314 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 42814-00 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 06-17-1985 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 456.27 0.166 76.05 .00 76.05 .45 3.42 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 (-) 07-03-2002 CDOO1372 .17 3.25 TOTAL TAX CREDIT 3.42 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FoRH FOR INSTRUCTIONS. I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z811601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLONANCE OR DISALLOHANCE DF DEDUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-154S EX AFP 1D1~D2l MARY L GERARD 260 BELVEDERE ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-10-2002 GERARD 04-06-2002 21 02-0609 CUMBERLAND 155-18-9815 02129313 Allount Re..itted DIANE R , '. 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=isifi-Ex--AFP--foi-=ozl------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-10-2002 ESTATE OF GERARD DIANE R DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND FILE NO. 21 02-0609 TAX RETURN WAS: S.S/D.C. NO. 155-18-9815 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02129313 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 42814-11 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE 06-17-1985 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 1,895.25 0.166 315.88 .00 315.88 .45 14.21 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 TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-03-2002 CDOO1371 .71 13.50 TOTAL TAX CREDIT 14.21 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" ( CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I /7- 73- (; COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z8D60l HARRISBURG~ PA 17128-0601 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 -0.;1- "0'1 02129312 06-21-2002 REV-1545EXAFPtD9-0Dl TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. TO: "02 ,JL~-3 EST. OF DIANE A GERARD S.S. NO. 155-18-9815 DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND : i ) ~-~} ROBERT J GERARD 260 BELVEDERE ST CARLISLE PA \(:1:101,3 ,UL REMIT PAYHENT ANO FORMS REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST Feu has prouidad the Depart.ant with the infer_stion listed below which has been used in calculating the potential tax dUB. Their records indicate that at the death of tha above d8c8d.nt~ YOU wara a joint Dwnar/benaficiary of this aCCDunt. If YOU f881 this information is inCDrrBct~ plasse obtain written correction fro. tha financial institution, attach 8 copy to this for_ and return it to the above addrass. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions .ay be answered by c~lling f7l7) 787-83Z7. COMPLETE PART 1 BELOW Account No. 42814-11 )( )( )( SEE To insure proper credit to your account~ two (Z) copies of this notice Must accompany your paYMent to the Register of Wills. Make check payable to: "Register of Wills~ Agent... ii- / ( .,..J.1hOTE: If tax paYMents are Made within three ? ~v (3) .onths of . date of death~ _ ~ ___ .045. ~"" YOU ny deduct 57. discount of the tax due. ~ 14,~ ' ~ Any inheritance ax us becolla delinquent . I ;ll.;J..... nine (9) 1lI0nths after the date of death. PART TAXPAYER RESPONSE [!]111!ll~..t~~.I!I!I!i!ili~_IIIIII~I!I!I!_IIIIII~II~.!11.~.I~II!II~g[I!..j_!I!IIIII!III.!I[I~~I!III.~~tilllll: Date Established REVERSE SIDE FOR 06-17-1985 FILING AND PAYMENT INSTRUCTIONS Account Balance P.rcent Taxable Amount Subject to Tax Rate Potential Tax Due x 1,895.25 16.667 315.88 Tax x [CHECK ] ONE BLOCK ONLY A. The above inforlllation and tax due is correct. 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 Depart.ent of Revenue. B. D The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to bB filed by the decedent"s representative. C. D The above information is incorrect and/or debts and deductions were paid by you. You llIust complBte PART 0 and/or PART @] below. PART @J 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 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS x x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Comput.tion) facts I I $ DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '*' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE / . '- ?3-L . / NO. 21 -O.;l-fj,oq 02129313 06-21-2002 REY~15~3 EX AFP (09-DO> '02 jJL -3 EST. OF DIANE A GERARD S.S. NO. 155-18-9815 DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND "I '-, TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. MARY L GERARD 260 BELVEDERE ST CARLISLE PA 17013. . \,~'. C\i REHIT PAVHENT AND FDRHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HEMBERS 1ST FCU has provided the Department 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 Comllonwealth of Pennsylvania. Questions .ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW Account No. 42814-11 J( J( J( SEE To insure proper credit to your account, two (2) copies of this notice must accollpany your pay.ent to the Register of Wills. Make check Account Balance 1,895.25 ;,ayable to: "Register of WillS, Agent... Percent Taxable X 16 . 667 Iji ~ Allount Subject to Tax 315 88 ,>C}'" NOTE: If tax payments ara made within thrae . '\iJ\ (3) .onths of the dec . s date of daath, Tax Rate X .045 " you .ay deduct 5;:: disco t of the tax due. 1~ -. 4 ~ Any inharitance ax due w I become delinquent Potential Tax Due ,~ 1'3'3u nine (9) 1I0nths after the date of death. PART TAXPAYER RESPONSE [!]f~il~i~~.li!i!l!1ii!i~_!j!j!~~~!i!j!_li!!i!~lj!i!~II!~.~I~I~!i!I.!!I!._!!!I"!I!i.!ljl.~I!!I!.~.S Date Established REVERSE SIDE FOR 06-17-1985 FILING AND PAYMENT INSTRUCTIONS [CHECK ] ONE BLOCK ONLY A. IQ1 The above inforllation and tax due is correct. ~ 1. You may choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "An and return this notice to the Register of Wills and an official asseSSMent will be issued by the PA Department of Revenue. B. D 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 infor.ation is incorrect and/or debts and deductions were paid by you. You lIust complete PART 0 and/or PART ~ below. PART @J TAX RETURN - COMPUTATION If you indicate a different tax rate, please state your relationship to decedent: PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED LINE 1. Oat. Esiabllshed 2. Account Balance 3. Percent Taxable 4. A.ount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I cOllplete to the best of my knowledge and bellef. TAX~I~~ have reported above are true~ correct HOME (7/7) ~ 't;)-:UJI WORK ( ) TELEPHONE NUMBER and DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE 1'7- 73- ~ NO. 21 ~o.>l~'oq 02129314 06-21-2002 REY-IS~3 EX AFP 109-00) 'OZ JUL-3 EST. OF DIANE A GERARD S.S. NO. 155-18-9815 DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT IX] SAVINGS o CHECKING o TRUST o CERTIF. 'i',/; MARY L GERARD 260 BELVEDERE ST CARLISLE PA ~.' 1 fil.u REHIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST Feu has provided the Department with the information listed below which has baen used in calculating tha potential tax dua. Their racords indicate that at the death of the above decedent~ YOU ware a joint owner/beneficiary of this account. If you feel this information is incorrect~ please obtain written corraction frail the financial institution~ attach B 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 Pennsylvania. Questions .ay be answerad by calling (7l7) 7~7-8327. COMPLETE PART 1 BELOW Account No. 42814-00 .. .. .. SEE To insure proper credit to your account~ two (2) copies of this notice lIust aCCOMpany your payment to the Register of Wills. Make chack Account Balance 456.27 '0 pa~iI8le to: nRegistar of Wills~ Agant". Percent Taxable X 16.667 l.1' eJrf-' ?:-,& NOTE: If tax paYllents are made within three A.ount Subject to Tax 76.05 v (3) 1I0nths of t 's date of death~ Tax Rate X . 045 ~ you lIIay deduct a 5% discoun of the tax due. 3 - Any inhed tance tax cue wn becolle delinquent Pot.ntial Tax Due > .2.s nine (9) months after the date of death. PART TAXPAYER RESPONSE [!]li~lillg~.I!i!.!!I..i!!II~~~iii!i.I!~lili!~I!III.~li.~~~~~!!ili~Di!I!I~~._!!il.I!I!!I:!!I!!.~~!!I!..~I!II!1 Date Established REVERSE SIDE FOR 06-17-1985 FILING AND PAYMENT INSTRUCTIONS ---- [CHECK ] ONE BLOCK ONLY A. f\7I'The above information and tax due is correct. ~ 1. You lIay choose to ralRit payment to the Registar of Wills with two copies of this notice to obtain a discount or avoid interest~ or yoU may check box nAn and return this notice to tha Register of Wills and an official assessment will ba issued by the PA Department of Revenue. B. 0 The above asset has been or wHl be reported and tax paid with the Pennsylvania Inheritance Tax return to be filad by the decedent.s representative. C. c=J The above information is incorrect and/or debts and deductions wera paid by you. You Must COMplete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART @J 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 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) Under penalties of perjury, I declare th.t the facts I complete to the best of My knowledge and belief. ~ L )Jd.02-a/~ TAx~gI~NATURE I $ have reported .bove HOME nil) WORK ( ) TELEPHONE NUMBER are true, correct and ."'-<.f3-'))3/ DATE 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 GERARD ROBERT A 260 BELVEDERE STREET CARLISLE, PA 17013 _nn_n fold ESTATE INFORMATION: SSN: 155-18-9815 FILE NUMBER: 2102-0609 DECEDENT NAME: GERARD DIANE A DATE OF PAYMENT: 07/03/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/06/2002 NO. CD 001370 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02129312 I $13.50 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT J GERARD CHECK# 5005 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $13.50 MARY C. lEWIS REGISTER OF WillS 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 GERARD ROBERT A 260 BELVEDERE STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 155-18-9815 FILE NUMBER: 2102-0609 DECEDENT NAME: GERARD DIANE A DATE OF PAYMENT: 07/03/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/06/2002 NO. CD 001371 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02129313 I $13.50 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT J GERARD CHECK# 5006 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $13.50 MARY C. LEWIS REGISTER OF WILLS 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 GERARD ROBERT A 260 BELVEDERE STREET CARLISLE, PA 17013 --------Iold ESTATE INFORMATION: SSN: 155-18-9815 FILE NUMBER: 2102-0609 DECEDENT NAME: GERARD DIANE A DATE OF PAYMENT: 07/03/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/06/2002 . NO. CD 001372 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02129314 I $3.25 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT J GERARD CHECK# 5007 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WillS $3.25 MARY C. lEWIS REGISTER OF WillS 1 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 / J-7} .- (p *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-()J.- \ooc1 02132041 07-12-2002 o REV-1545EXAFPCD9-80) TYPE OF ACCOUNT IX] SAVINGS o CHECKING o TRUST o CERTIF. TO: '0~ ,.;iJL ;'4 EST. OF DIANE A GERARD S.S. NO. 155-18-9815 DATE OF DEATH 04-06-2002 "C!N!NTY CUMBERLAND ROBERT J GERARD 260 BELVEDERE ST CARLISLE PA 17013 ,', ."t REHIT PAYHENT ANa FORHS REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST Feu has provided the Depart.ent with the infer.ation listed below which has been used in calculating ths potential tax dUB. Thair records indicate that at the death of the abovB decedent, you were a joint owner/benaficiary of this account. If you feel this infer.ation is incorrect, please obtain written carraction from the financial institution, attach a copy to this for. and return it to the above address. This account is taxeble in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions .ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 42814-00 Data 06-17-1985 Established Account Balance Percent Taxable Amount Subject to Tax Rat. Potential rax Due x 456.27 16.667 76.05 .045 3.42 To insure proper credit to your account~ two (2) copies of this notice .ust acco.pBny your payment to the Register of Wills. "ake check payable to: "Register of Wi11s~ Agent... .. .... '2~ NOTE: If tax pay.ents are .ade within thre~~ ~~ (3) .onths of the decedent's dab of death~ Vrll r YOU .ay deduct ~ discountJof the tax due. ~ Any inheritance x aue W111 ~o.e delinquent nine (9) months after the date of death. // Tax x PART TAXPAYER RESPONSE m~!!!!;m~~.~!:!:.!I;!";!;!I~~~:!!!!.I!!~!!!!:~I:;!!.!!J!~~~I~~~!!i!!~.!!!!.I..;!;!.~!I!!I!J!!m~~!!;!;.~. .- [CHECK ] ONE BLOCK ONLY A. 0 The above inforllation and tax due is correct. 1. You .ay 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. B. 0 The above asset has been or will be reported and tax paid with tha Pannsylvanla Inheritance Tax raturn to be filad by the decadent's representative. c. 0 The above infor.ation is incorrect and/or dabts and daductions were paid by you. You must comp18te PART 0 and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: TAX ON JOINT/TRUST ACCOUNTS 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. rax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x x PART [!] DATE PAID PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax COMPutation) facts I have reported above HOME are true, correct Z-}9-.?33! and ( 7/7 ) WORK ( ) TELEPHONE NUMB R DATE /7~:70-/ - / \. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '*' NOTICE OF INHERITANCE TAX AFPRAISEKENT, ALLOWANCE OR DISALLOWANCE OF OEOUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS d REV-154BUAFPUI-Q5> ReeD' Uc, R8~! .03 JUN -6 All :51 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-09-2003 GERARD 04-06-2002 21 02-0609 CUMBERLAND 155-18-9815 02132042 Allount Re..itted DIANE R MARY L GERARD 260 BELVEDERE ST CARLISLE p~f:;Iln3 Cum5(;;, l<" F;,A, 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=i5i4-i-Eif-AFP--foi-:03i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-09-2003 ESTATE OF GERARD DIANE R DATE OF DEATH 04-06-2002 COUNTY CUMBERLAND FILE NO. 21 02-0609 TAX RETURN WAS: S.S/D.C. NO. 155-18-9815 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02132042 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 42814-00 TYPE OF ACCOUNT: (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-17-1985 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 456.27 0.166 76.05 .00 76.05 .45 3.42 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." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 06-17-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3.42 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .08 TOTAL DUE 3.50 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYKENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I 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 GERARD MARY l 260 BELVEDERE STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 155-18-9815 FILE NUMBER: 2102-0609 DECEDENT NAME: GERARD DIANE A DATE OF PAYMENT: 06/17/2003 POSTMARK DATE: 06116/2003 COUNTY: CUMBERLAND DATE OF DEATH: 04/06/2002 NO. CD 002688 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02132042 I $3.50 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MARY l GERARD CHECK# 5355 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $3.50 DONNA M. OTTO DEPUTY REGISTER OF WillS