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Home My WebLink About02-0917 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE /-;- 9.3 -/'f ./ FILE NO. 21-tJo'.-917 ACN 02141240 DATE 09-19-2002 'v RE\I-1545 EX AFP n"'lll EST. OF ELMA L DUNCAN S.S. NO. 202-24-4500 DATE OF DEATH 03-13-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS !Xl CHECKING D TRUST D CERTIF. RICHARD H DUNCAN 7 PL~lN VIEW RD CAMPIHILL PA 17011 REHIT PAYHENT AND FOHnS TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 '_-'.J ,~ PAtHFINDER FC:U _; has provided the DepartHnt with the inforllation listed below .....ich has bun used in calculating the potential tax due. Their records indicate that at the death of the above d.clKllll'lt, you .,ere a joint ownar/benefici.ry 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 tdth the Inheritance Tax LBlrts of the CO.lIDI1Wealth of Pennsylvanla. Yuestions .ay be ansM&r.d by calling l/17} 781-6327. COMPLETE PART 1 BELOW Account No. 11230007 . . . SEE REVERSE SIDE FOR Dat. 07-08-1965 Established FILING AND PAYMENT INSTRUCTIONS Account Ballll"tc. Percent Taxllbl_ A~unt Subiect to Tax Tax Rate Potential Tax Due 1,594.56 X 50.000 797.28 X .045 35.88 To insure proper cr.di t to your account, two (2) copies of this notice .ust aCCOBpany your pay.ent to the R8IlIister of Wills. Make check payable to: -Register of Wills, Agentn. NOTE: If tax PllYIlents are .aete within three (3) .unths of the decedent"s date of death, you _y deduct II SiC dlscDW'lt of the tIIx dull. Any inheri unce tllX due ",Ul beco.e delinquent nine (9) .onths after the date of death. PA~ TAXPAYER RESPONSE ml~_"'~.,:",jli...ml,.il~1~~~!m~"~~~_p.li~.~!.~~""~IT!i~rr~".i!!1 ",,,,,,,.~"....,,,~.~,...~._.......~._.. ._. .""'."',~.~,...~,~""~.~,,,.~_...~._. ~."'~""..~,..,~,..",,,,~.~,__........_ . ._._"~_ . ",~.~,.....,.,.,.~,~",,,,,,,,,,..._......_.............. ._.~ _.~ ~.~,~,.._~.~...,~.,.~,.,.,.,~",,,,,,, ,__~,~.,.~.. .~",...~._.......~L.?!!i!~~'-il!!!!;L.~._.~..............,..........,., -. .~._,.. . . ".~.,.. .,., ..........-........ .. -. '.1 r'--'''' ............ . -.- ~ . .~ ..........,.........~ ...__.~... ..... . . . . ,.. .~ ~.,.....,.,.,. .,. .,.......~ .~ _.~._.~._........ .... . ,. I ,.. .. T' ,., .'r.'.....,.~ T .,. , .. ...... ..~. .......... [CHECK ] ONE BLOCK ONLY A. 0 The above infor_tion and tax due is correct. 1. You.ay choose to re.it pay.ant to the Register of Wills with t",o copies of this notice to obtain 8 discount or avoid interest~ or you .ay check box "An end return this notice to the Register of Wills and an official assaSS8ent ",ill be issued by the PA Dgpllrt.ent of Revenue. B. 0 The above asset has been or ",ill be reported and tax paid with the Pannsylv8l'lia Inheritance Tax return to be filed by the decedant"s representative. C. D The above infor.ation is incorrect and/or dllilbts and deductions were paid by you. You .ust collplete PART 0 and/or PART @] below. PART [!] TAX RETURN - COMPUTATION OF TAX ON LINE 1. o-t. Established 1 2. Account Balance 2 3. Percent Tax8ble 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Allount Taxabl. 6 7. Tax bit. 7 X 8. Tax Due 8 JOINT/TRUST ACCOUNTS If you indicate 8 different tax ratel please state your relationship to decedent: PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Lin. 5 of Tax Co~tatlon) jury, I declare that the facts I knowl.dge Ill\d beU.f. have reported above are true, correct HOME (Q If) (./;2 'i,n'! WORK ( ) TELEPHONE NU BER end "wr1dy. D E COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 REV-1162 EX{11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUNCAN RICHARD H 7 PLAIN VIEW ROAD CAMP Hill, PA 17011 un____ fold ESTATE INFORMATION: SSN: 202-24-4500 FILE NUMBER: 2102-0917 DECEDENT NAME: DUNCAN ElMA l DATE OF PAYMENT: 10/09/2002 POSTMARK DATE: 09/30/2002 COUNTY: CUMBERLAND DATE OF DEATH: 03/13/2002 NO. CD 001712 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02141240 I $35.88 I I I I I I I I TOTAL AMOUNT PAID: $35.88 REMARKS: RICHARD H DUNCAN CHECK#1016 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. lEWIS REGISTER OF WillS ~ a. ~ .-4 "0 S ~ ~ III " ~ Q~Gl; \~~\~ i'\~~~ Ul ~O;.j C ---n~ ~S~~~ '0 .,.g~ ~ )(~~ ::i ~c:~ f,) U;~~ \ ~~'i .... "'1ft lJl f ~ ~ ~ ~ :? ~ r :;... - ~ t :;... - ~ ;:. .. . . ;..' ~ "-1 ~ '~ ~ - /?-rs-/Y \: BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DISALLONANCE OF DEDUCTION", AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS UY-l&UEllAFP In-In '0 ~i DATE ESTATE OF DATE OF DEATH FILE NUMBER CD,UNTY SSM/DC ACN 12-30-2002 DUNCAN 03-13-2002 21 02-0917 CUMBERLAND 202-24-4500 02141240 A.o...,t R8IIi tt.d ElMA L RICHARD H DUNCAN 7 PLAIN VIEW RD CAMP HILL PA 17011,' 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=isiri-Eif-AFii-fo-l-=031------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-30-2002 ESTATE OF DUNCAN ElMA L DATE OF DEATH 03-13-2002 COUNTY CUMBERLAND FILE NO. 21 02-0917 TAX RETURN WAS: S.S/D.C. ND. 202-24-4500 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02141240 FINANCIAL INSTITUTION: PATHFINDER FCU ACCOUNT NO. 11230007 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 07-08-1965 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,594.56 0.500 797.28 .00 797.28 .45 35.88 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 (-) 09-30-2002 CDOOI712 .00 35.88 TOTAL TAX CREDIT 35.88 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 PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YDU NAY BE DUE A REFUND. ~FF RFUFR~F ~TnF DF TNTS FORM FDR TNSTRUCTTDNS. 1