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HomeMy WebLinkAbout01-26-15 (2) IN THE COURT OF COMMON PLEAS OF THE NINTH JUDICIAL DISTRICT CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF ORPHANS' COURT DIVISION ANNA M. STUCK, � DECEASED DOCKET NO. 21-14-1152 REGISTER'S CERTIFICATION OF TAX RECORD FOR SMALL ESTATE I, Lisa M. Grayson, Esq., do hereby certify the following information in regard to the Estate of Anna M. Stuck, date of death February 2, 2014: REVENUE BALANCE RLING DATE AMOUNT PAID NOTICE RECENED DEBT/ICREDIT Payment 12/8/14 $38.10 1/7/15 ($1.91) Payment 12/8/14 $10.45 1/7/15 ($ .52) Payment 12/8/14 $129.73 1/7/15 (56.49) Payment 1/30/15 $7,000.00 Not Received Not Received Inh. Tax Return Not Received See attached copies of Department of Revenue documents for more detail. This certification is made in acmrdance with the provisions of Local Rule, 6.11-2 (j)(4). In witness whereof I have hereunto set my hand and seal of office, at Carlisle, Pennsylvania this 10th of July, 2015. W S ` L/'_i%„k� O � T c w � �- - T-^/yi-� U �--I � . / \ -� O — 3 i:_ � �- � �- � o Register of Wills and Clerk of ph ns' Court o c+ oc �= `� < w w � w -' .� � N J U Z w O � � � 0 U W � � � � � � U 7�j pennsylvania BONEAII aF �HDIVIDl1AL iRXES � NOTILE OF INNERITAN[E TR% ��� DEPARTMENTOFFEVENUF INXERIiRNLE iAY OIVISI4N APPAOISEMENT. GLLOVpXLE ON OI5ILLOMPNCE P� !u[ I90601 ����pED OFPICE OFor DE�U[TIDNS� ANO ASSESSMEMT Oi TAX ON R�-156! EX I.FP ¢I-14) RRISE00.6 P1 1 JOINTLY NELU OR TRII$i RSSETS REGIST"eR Df V%���5 ppTE oi-os-zois /n�C jGA1 � rm �� �5 ESTATE OF STUCK ANNA M p � Ulllv � � � OATE OF DEATX 11-02-2�14 FILE NIIMBER 21 14-1152 CLEP° Cr couarr cunaea�nNo r• ���,I�jT SSN/OC CVNTNZA QRPb�L10FAr pCN 63 912 LO�I�II�RtN"-�!,��.� �'��� ��` APPEAL BY DATE:03-06-2015 MECHANICSBIIRG PA 17055-4000 (SeereversesideunderObjec(ions) �moun[ Ranitted � MAKE CNECK PATABLE ANU REMIT PIIYMENT TO: REGISTER OF WILLS 1 COIIRTH011SE SpUARE CARLISLE PA 17013 CUT ALONG THIS LINE � RETAIN LOWER PONTION FOR YOUR NECOR�S H "__"_"_______"""_"__________""____'_'_'""'���__'_"'""______________"_________'"'_""__"_"_ REV-1548 EX AFP (11-14J NOTICE OF INHERITRNLE TAX APPRAISEMENT. ALLOWANCE OR �ISALLOWANCE OF DEUUCTIONS. AND ASSESSMENT OF TRX ON JOINTLY HELD OR TRUST ASSETS DRTE: 01-05-2�15 ESTATE OP:STUCK ANNA M DATE OF OEATN:II-02-2014 COUNTY:COMBERLAND FILE NO. : p� 14-1152 S.S/O.C. NO. : - ACN: 14163263 TAX RETURN WAS: (X) ACCEPTEO AS FILEO O CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOl1NT NO. : 1]0442-00 TVPE OF ACCOUNT: ( �OSAVIN65 O CHEGKING ( JTROST OTIME CERTIFICATE DATE ESTABLISHEO 09-02-199] Account Balan<e 5.080.47 NDTE: TO ENStIRE PROPER CREOIT TO Per<ent Taxable X 0.166 YOUR ACCOUNT, SIIBMIT THE Amount Subjeck fo Taz 846.]6 pPPER PORTION OF THIS NOTICE Oebts antl DeEuctions .00 WITH YOUR TA% PAYMENT TO THE TaxaCle Amount 846.'l6 REGISTER OF WILLS AT THE Tax Rate r .045 ABOVE AODRESS. MAKE CHECK � Tat Uue 38.1� OR MONEY OR�ER PAVABLE T0: "REGISTER OF WIL�Sr AGENT." TAX CREDITS: GGVNENT RECE[PT OISCOUNi (�) 1XOUHT V.�ID DAiE HUMBEft INTEFEST/PEN PAID (-) 12-OB-2014 CD019998 1.91 38.10 TOTAL TRX PIIVNENT 40.01 BRLANCE OF TA% OOE 1.91CR INTEREST ANU PEN. .00 TOTA� OUE 1.91CR � [G P>IO ARFR TMIS O4TE, SEE REVEPSE FOIi CNLCOLATIOX OF AOO[TIDHNL INTEflEST. i ��(�\ IF TOT4L OUE IS REFLECTEO NS R "LREOIT^ (Cq). Y�0 MpY BE OOE 4 NEFUND. �]�,1 SEE RFVERSF SIDE OF TNIS FORtl FOe INSTRUCTIOHS. U �CORD`e� OFF�CE OF ,� .'��:�..� pennsylvania 9VREA0 )ff�{YiAtlF�(Tp%6]��L�-S HOTICE OF INHERITiHCE TAX ��i ocrnermeNroraevtuue INxERIiRx[A WOA'1910X AP�RA�SENEHT, pLLOWANCE ON DISSLL�WLNCE PO e0S $BOkYI� [ DF UEOIICTIONS. RNO ASSESSMEXT OF TAX ON PEv'154B Ei RW UI-la� 14cFI5N7t G� ]]liE-o6� pR1 11 rJJ JO3NTLY HELO OR T0.UST RSSETS �i5 J;;"� ' " UpTE 01-05-2015 C� E�-� QF ESTATE OF STUCK ANNA M C,�ryj OATE OF OEATH I1-02-2014 ORPHA<<S �� FILE NUMBER 21 14-1152 CUM�E��-�''�` � �� COUNTY LUMBERLAND SSN/OC � CVNTHIA A HOIISEAL ACN 4161 3267 912 LOftSNG LN APPEAL BY D�TE:03-06-2015 MECHANICSBIIRG PA 17055-4000 (Seereve�sesid¢underOfijecfinns) Amount RenifkeA �� MAKE LHECK PAVABLE AN➢ REMIT PAYMENT T0: ftEGISTER OF WILLS I CDURTHOUSE SOUARE [ARLISLE PA ll013 CUT ALONG iHIS LINE ""� RETAIN LOWER PORTION FOR YOUR RECOkOS � "'"'"""'""'""""""""__""'"'"""_"""_'"_""_"_"""""""""_"'""""'""__'__""' REV-1548 E% RFP Q1-14) NOTICE OF INHERiTANCE TAX APPNAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEOUCTIONS, RNU ASSESSMENT OF TAX ON JaINTLY NE�D OR TRUST ASSETS DATE: 01-05-2015 ESTATE OP:STUCK ANNA M DATE OF DEATH:ll-02-2014 C�UNTV:COMBEftLAN❑ FILE ND. : 21 14-1152 S.S/O.C. NO. : - ACN: 1416326] TAX RETIIRN WAS: (XJ ACCEPTED AS FILEU O CHANGEO JOINT OR TRUST ASSET INFORNATION FINANLIAL INSTITUTION: FOLTON BANK NA ACCOUNT NO. : 3100-28368 TVPE OF ACCOUNT: (%1SAVINGS ( ) CHE[KING ( )THUST ( )TIME CERTIFICATE DATE ESTABLISHEO 10-07-1987 Accouni Balance 464.SD NOTE: TO ENSIIRE PROPER CREDIT TO Percent Taxable % 0.500 Y011k ACCOUNT. SU6MIT THE Amounf Subject to Tax 232.25 UPPER PORTION OF THIS NOTICE Oebts anE Oedoctions ' .00 WITH YOUR TA% PAYMENT TO THE Taxable Amount 232.25 REGISTER OF WILLS AT THE Taz Rake x �045 A90VE AODRESS. MAKE CHECK Tax Oue 10.45 OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT.'• TA% CREDITS: PPYXEHT RECEIPT �[SCOVHT [N pry00NT PPIO �ATE NOXBER INTEREST/PEN PAID (-) 12-08-2014 CD019999 .52 10.45 • TOTAL TAX PAVMENT 10.9] BALRNCE OF TAX OIIE .52CR INTEREST AND PEN. .00 TOTAL DUE .52CN + IG G4I0 LFTER THIS OPTE� SEE REVEPSE F00. C1L[ULNTION OF NO�ITIONPL IXTEPESi. � �\ IF TOTAL UUE IS NEFLECTEO q5 /� "CNEUIT^ (CNJ. YOU XPY 9E OUE N REFUND. SEE REVERSE SIOE OF THIS FaRN FOF INSTNIICTIONS. � pennsylvania BUNEAU OF [NDIVIOOpL TAXES �(pp NOTICE OF INHERSTANCE TR% 1�� OEFFNTMENiOFFEVENUE PoNB0��0B0601� o�V��°�"CORDE� OfFIC�pV�pEOUCTI0N5�p1N0uPSSESSMENTSOFLTFX ON 0.W-I548 IX LFP (11-14) wftRIStUR6 P1 ll10l- p J�INTLY NELD OP TNUST FSSETS REGISTER 0� YIIIL nt,� [;rI� C OATE �1-05-2015 �OIS �'I:4 7 i+l� 1� r�3 ESTRTE OF STUCK ANNA M OATE OF OEATN I1-02-2014 FILE NIIMBER 21 14-1152 CLEI.h OF COONTY CUMBERLAN❑ CYNTHIA AO�¢AC' ��l�l,.i SSN/UC - ACN 14163268 912 LORIN�"LLMB�!'•�-�•���� r ' � � RFVEAL BY DATE:03-06-2015 MECHANIC5811RG PA 1]055-4000 (Seereversesideunde�Objeclions) Rmount Ne�iiteE � MAKE CHECK PAYABLE ANO REM[T PAVMENT T0: REGISTER OF WILLS 1 COURTHOOSE SpUARE CARLISLE PA 1�013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR VOUR RECONDS � "'__""""""'"""'"'""'_"'""'"""'"""'_"_""_""""'"""""'"""""'"'"""'"""' kEV-1548 EX AFP (11-14J NOTILE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF OEDUCTIONS. ANO ASSESSMENT OF TN( ON JOINTLY HELD OR TRUST RSSETS OATE: 01-05-2015 ESTATE DF:STUCK ANNA M DATE OF DEATH:11-02-2014 COUNTY:CfIMBERLAND FILE NO. : 21 14-1152 S.5/�.C. NO. :- ACN: 14163268 TA% RETURN WAS: (X) ACCEPTEO AS FILED O CHANGEO JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: FULTON BANK NA ACCOUNT NO. : 121-00368�0 TYPE OF ACCOUNT: ( )SITYINGS ( ) CHECKING ( )TRUST ( XITIME CERTIFICATE OATE ESTABLISHED 12-O6-I985 Acco�nY Balence 17�29].03 NOTE: TO ENSIIRE PROPER CREOIT TO Pertent Tazable X 0.166 YOUR ACCOUNT, SU6MIT THE Amount Sub;ect to Tax 2.882.90 UPPER PORTION OF TNIS NOTICE ❑ebts antl Oetluctions .00 W17H YOUR TAX PAYMENT TO THE Taxable Amount 2.882.90 HEGISTER OF WILLS AT THE Tax kake z .o45 ABOVE AODRE55. MAKE CNECK Tax Oue 129.]3 OR MONEV OROER PAVABLE T0: •'REGISTER OF WILLS. AGENT." TAX CBEDITS: G4VMENT RECEIPT oISC00NT (�) �ATE MUMBER INTERESi/PEN PAIO 4] PMOIIHT PGID 12-OB-2014 C0020000 6.49 129.]3 TOTpL TA% PAYMENT 136.22 BALRNCE OF TR% DUE 6.49Ck INTEREST AND PEN, .00 TOTAL DOE 6.49CR � IF PPIO 4RER TNIS ONTE� SEE FEVEFSE FOR CILNLATIDH OF AOOIIIONAL INTEREST. � \VA IF TOLI DUE 15 PEFLE[iEO p5 1 "[REOIT^ (CF)� VOU MRY BE DIIE A REFUNO. v� SEE REVERSE SIOE OF TNIS FORN FOR INSTNUCTIOMS.