The URL can be used to link to this page

Home My WebLink About02-0653 CO~HONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU DF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. ACN DATE /)-7C,- 7 0 ./ 21A,,-I.S3 02127629 06-20-2002 REV-15~3 EX AFP (09-00> " l," 1j EST. OF ROSE E MOFFITT 5.5. NO. 174-24-4322 DATE OF DEATH 03-03-2002 i COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTlF. ~ TERESA A MOFFITT C/O 3600 DWAYNE AVE MECHANICSBURG PA 1711$0 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CITIZENS BANK has provided the Department with the information lisbd bglow which has begn used in calculating the potential tax due. Their records indicatg that at the death of the above decedent~ you were a joint owner/beneficiary of this account. If you feel this information is incorrect~ pleese obtain writtgn 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 Penr.s~lvania. Questions ~~y be ~nswered by calling (717) 787-8327. Account No. 100-015-3955 Date Established REVERSE SIDE FOR 05-17-2000 FILING AND PAYMENT INSTRUCTIONS COMPLETE PART 1 BELOW . . . SEE Account Balance 121726.33 Percent Taxable X 50 . 000 Allount Subject to Tax 6,363.17 Tax Rate X .15 Potential Tax Due 954.48 PART TAXPAYER RESPONSE [!]1::::ii~!\!~~.~,:,,'~'!'!~~..I:!:!~~~~iiiii~n~iiiii!~~iiii~,i:illi~~i~l!n~:iiii~~~iiiii~~g.~lIii,ii.g~iiii'~~'iii~~~~:i'i:~~i~.ii~lil To insure proper credit to your account~ two (2) copies of this notice must accompany your payment to the Register of Wills. Hake check payable to: "Register of Wills~ Agent". NOTE: If tax payments are made within three (3) months of the decedent's date of death~ you may deduct a 5~ discount of the tax due. Any inheritance tax due will become delinquent nine (9) ~onths after the date of death. [CHECK ] ONE BLOCK ONLY A. c=J The above information and tax due is correct. 1. You may 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 Department of Revenue. B. c=J The above asset has been or will be reported and tax paid with thg Pgnnsylvania Inheritance Tax return to be filed by the dgcedent.s repres9ntativ9. C. ~ The abov9 information is incorrect and/or debts and deductions were paid by You ~ust co~plete PART 0 and/or PART ~ below. you. PART @] TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Allount Subject to Tax 5. Debts and Deductions 6. Allount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 K TAX ON JOINT/TRUST tf):)-I1-';{ooo /:11 7';L.. . a~ 57' .i!)OO ~.3 /...L/7 if ~~: ;~ I ?';.~::r ACCOUNTS If you indicate a differen~ rate, ~e state your relationship to decedent: 'A.t.t~ l,J.. x PART @J 0)-'.-02- DATE PAID -0 DEBTS AND DEDUCTIONS CLAIMED <qt.,). ~*E'r" .kl.tu. ::r.c-'r4'm-tE~fr1T1~~ 5V.oo AMOUNT PAID <> . " ,,; ,. al"'- " .. .. "oJ .. TOTAL Enter on Line 5 of Tax COIlPutation) declare that the facts I and beli.f. $ '" have reported above are true, correct and HOME ('717) 10:( - 7()dO WORK ( ) TELEPHONE NUMBER /) ? -of - O.:? DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 171Z8-0601 *' /7-70~ 7 Gz-- INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-0;; ,t,53 02127630 06-20-2002 REV-154! EX AFP 109-00> ~ l' I. EST. OF ROSE E MOFFITT S.S. NO. 174-24-4322 DATE OF DEATH 03-03-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. i TL TERESA A MOFFITT C/O 3600 DWAYNE AVE MECHANICS BURG PA17050 I REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 .",;' CITIZENS BANK 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 for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvani3. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . Account No. 252-110-7843 . . SEE Date Established REVERSE SIDE FOR 10-03-1987 FILING AND PAYMENT INSTRUCTIONS Account Balance 6 , 667 . 44 Percent Taxable X 50 . 000 Allount Subject to Tax 3,333.72 Tax Rate X .15 Potential Tax Due 500.06 PART TAXPAYER RESPONSE [!]1!!!rrr~~!~~.~r!!!~~!!!!~~I.~!I!I~~~~i!i!i.~~~!I!lr!~~r!r!gj!!!!.I~~~~~!!!!i~~lr!r!...~I!I!gll!!!I!!.I!!I!~!~lr!lr.I~U!I!I!11 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". NOTE: If tax payments are made within three (3) months of the decedent's date of death~ you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) ~onths after the date of death. [CHECK ] ONE BLOCK ONLY A. 0 The above information and tax due is correct. 1. You may choose to remit pay.ent 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 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 .ust co.plete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Allount Subject to Tax 5. Debts and Deductions 6. Allount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST I() -~ - /fP7 /../..1".1. 1./.'1- ~"._o ~~'U. 'loZ o ~H~ .'7~ ..Ou:.s- 1_"'i7J. 04 DEBTS AND ACCOUNTS If you indicate a differe~~ate~~~e state your relationship to decedent: ~lJ x PART @] DATE PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on line 5 of Tax COllputation] I $ c~der penalties of ~ ,:~e to the b TAXPAYER SIGN TUR declare that the facts I have reported above are true, correct and and belief. HOME ) 7d.;?-"7odlO ) UMBER d7-tJf-o;? DATE SlllM ::10 IHLSI83tl SIM3l 'J Atl'lflN 017'17lE$ SlllM ,0 83~S1838 :A8 03^13J3tl >IS :Sl'lfLLlNI l\t3S L V ~ E #>lJ3HJ HI::I::IOIN 'If 'lfS3tl31 :S>ltl'lf1N3tl :Ol'lfd lNnOIN'If l'lflOl I I I I I I I W'09 ~ $ I OE9Ll ~W 8E'17H$ I 6l9Ll~W lNnOIN'If tl38INnN lOtllNOJ lN3INSS3SS'If NJ'If 8817 LOO OJ 'ON lOOl/EO/EO :H.l\;f30 ~o 3.l\;fO ON'lfltl381NnJ :A.lNno:::> lOOl/8 ~/LO :3.l\;fO >ll:l\;fV\l.lSOd WOl/6 U LO :.lN3V\1A\;fd ~o 3.l\;fO 3 3S0tl HI::I::IOIN :3V\1\;fN .lN303:::>3O E990-W~l :l:l38V\1nN 311~ UEto-to~-toL ~ :NSS :NOI.l\;fV\ll:lO~NI 3.l\;f.lS3 prOj un__n 090L ~ 'lfd '8tln8SJIN'lfHJ31N 3nN3^'If 3NA'lfMO 009E 'If 'lfS3tl31 HI::I::IOIN .ldI3:::>3l:l WI:::>I~~O X\;f.l 3.l\;f.lS3 ON\;f 3:::>N\;f.l1l:l3HNI \;fIN\;f A lASNN3d {96-L L)X3l9LL-^31::1 - :V\I0l:l~ 03AI3:::>3l:l l090-SZ ~L L 'ltd '8l::1naSIl:ll::l'ltH L0908Z '.ld30 S3XV 1 lVnOlAIONI ,10 nV3l::ln8 3nN3^31::1 ,jO l.N3V'JH:I\fd3a '<1IN\fA1ASNN3d:lO H1W3MNOVIHfIJOJ ~~~ ~ ~ ~. ~. J ~ rll ~ t:> ~f,~ ....- ~ ~ ~~ ~ t:> ~~ ~ ~ ~\ ~:= ~ ~ 8 0 ~~l ';:,.) 'f.\ s ~ \ I.J lJ ~ ~ ..... ~. 'b:: ~. (~:-- .~ \,t~! ,;: -~_:!~ "/"'1 \/ ."'..:.;,~. )- I . . ) , \ !' i \ \ ; , " ~ 'J." "., J ~ ~ I /~- ?b-? ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE "* NOTICE OF INHERITANCE TAX APPRAISEKENT. ALLONANCE DR DISALLDHANCE OF DEDOCTIDN~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 Ell lFP {Ol-02> TERESA A MOFFITT C/O 3600 DWAYNE AVE MECHANICS BURG PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY I SSN/DC ACN 10-28-2002 MOFFITT 03-03-2002 21 02-0653 CUMBERLAND 174-24-4322 02127629 Allount Remitted ROSE E 17050 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 ~ iifv=isiii-iif-AFP--(O-1-:02i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-28-2002 ESTATE OF MOFFITT ROSE E DATE OF DEATH 03-03-2002 COUNTY CUMBERLAND FILE NO. 21 02-0653 TAX RETURN WAS: S.S/D.C. NO. 174-24-4322 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02127629 FINANCIAL INSTITUTION: CITIZENS BANK ACCOUNT NO. 100-015-3955 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-17-2000 X 12,726.33 0.500 6,363.17 2,488.00 3,875.17 .45 174.38 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 (-) 07-18-2002 CDOO1433 .00 174.38 TOTAL TAX CREDIT 174.38 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 KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I . /')- '7 /:,- 7 ~ 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_1548EXAFP(Ol_021 TERESA A MOFFITT C/O 3600 DWAYNE AVE MECHANICSBURG PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ISSN/DC ACN 10-28-2002 MOFFITT 03-03-2002 21 02-0653 CUMBERLAND 174-24-4322 02127630 Allount Remitt.ed ROSE E 170511 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 -41 Rifv=is4-a-Ej[-AFii-coi-=ozl------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-28-2002 ESTATE OF MOFFITT ROSE E DATE OF DEATH 03-03-2002 COUNTY CUMBERLAND FILE NO. 21 02-0653 TAX RETURN WAS: S.S/D.C. NO. 174-24-4322 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02127630 FINANCIAL INSTITUTION: CITIZENS BANK ACCOUNT NO. 252-110-7843 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE 10-03-1987 x 6,667.44 0.500 3,333.72 .00 3,333.72 .45 150.02 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 (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-18 2002 CDOO1433 .00 150.02 TOTAL TAX CREDIT 150.02 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I Pa. O.C. Rule6.,1~2 STATUS REPORT REGISTER OF WILLS OF ~~~~1 lCl,d'lE,~ COUNTY, PENNSYLVANIA Name of Decedent: ~~~~ ~' ~ ~~_- ~ ~ ~ ~ 1 ~ ~~~ `~ l Date of Death: I Z b (v File Number: '~~`7-- ~ ~ ~ S3 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ^Yes ~No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^Yes /~No b. The separate Orphans' Court No. (if any) for the personal ~~ 1l representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ^Yes ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date G.. 2 `~ ~ ~j(~ Si nature oJPerson Filing this Form Capacity: Personal Representative ^ Counsel ~.- ~ O Q Name of Person Filing this Form a ~~_. 2 " - ~ U_ O t~-_-l Addres~~'~ ~- _ ~~ w rl ~ ~ ~ Telephone ~-a d ^_ ~ ~ V Fenn RW-/0 rev. 10.13.OG ~j '/