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HomeMy WebLinkAbout01-0023 CO~MONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ,[0- JqG - i,;LJ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 - D' - ~ 00154651 12-29-2000 REV-154S EX AFP 'D9-DDl EST. OF ETHEL BARASCH S.S. NO. 168-24-3319 DATE OF DEATH 09-26-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS !XJ CHECKING o TRUST o CERTIF. SANDRA , BARASCH 210 E LAUER LN CAMP HILL PA 17011 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS BANK 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 information is incorrect, please obtain written correction froll 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 COllmonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 30-00004850 Date 12-16-1997 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 13,269.85 50.000 6,634.93 .15 995.24 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice lIust accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a SZ discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [J The above information and tax due is correct. 1. 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 assessllent will be issued by the PA Department of Revenue. [J 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. ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different ta11iJ*r!1I Ple?e state your ,\ relationship to decedent: L. L - _ Dr1 /J CPr! 7~/C./ 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 @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 TAX ON JOINT/TRUST ACCOUNTS 12 -lfA-97' J3, .2foCJ..gS- ~ ~O. 0[;Jt) ~, fe:,3Y', 93 ~ J~g. 3~ J _ D- f"l~33.YIt> LO;V X , 5 ~p -0- X DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) perjury, I declare that the facts I the best of my knowledge and belief. ~ SIGNATURE have reported above are true, correct and HOME (7/7) 7t,J - "P"??/ WORK ( -) TElEPHONE NUMBER f. ..ry n i d// ~ O~/(f)~ v>-=-f: C5~ j4'l ~~/} (] ',/_ j aj / ~ U?~ .~<c:~.--., - //2 &/ ~~ L ~ if ,~ r J U 1) s- - /01/37 rD --.---.~----~ 'p P L ~, 3Y '>J~JI.r- ~ Y//,T/~ ill/,Vb 9pl/t?D .-- Y/2&'/~~ 812.2-)V~ ~ 9;6/ //'-~ /!-<<~ 1kn/z.eElk<--e- :; .s; ;;Z <3 0, ~ ~;:z ?/z-' ~~n' c:Zaf.,/7~0 :I 3<9P, - ps/,,-v ~f ~<ch~~/0~JtI~~~ ,t 17'0,- IllY. ; fai0f /t/#t:~~_ ;-- . , Serr/: f2 #z4V Sfeefe SCklZeral ~lJZ~ ~c: .~~~~. ~/ % SPeCift?, !Z}'e,ftd:/ZI Payment Receipt Receipt No.: 1646 18 October 2000 Services Rendered for: Ethel Barasch Amount Description Solid Poplar Orthodox Casket with crepe .................... $ Concrete grave liner .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Traditional Jewish Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Death Certificates; Cash Advance ..............;........... Cemetery equipment rental;Cash Advance " . . . . . . . . . . . . . . . . . Services Total $ Adjustments (Payments) $ Balance Due on Account $ Ref No.: 1000595 1074 1,825.00 650.00 2,655.00 10.00 90.00 5,230.00 (5,230.00) 0.00 .911 % ~Ct'd5~'eel' 3FtV'I'M"~ Y!e./!.lt.{fkmiz 17102-.]1.917' 71764-72.1,] k 71764-1.977 '"" BETH EL CEMETERY ASSOCIATION HARRISBURG, PENNSYLVANIA Estate of Ethel Barasch c/o Sandra Barasch 210 E. Lauer Lane Camp Hill, PA 17011 November 1, 2000 Make checks payable to: BETII EL CEMETERY ASSOCIATION Mail All Remittances to: STEPIIEN II. SCHULTZ, Trellsurer P.O Box 67865 Harrisburg, rAt 71 06-7865 Burial services (grave opening/closing): 4(zg/tlP Kesher Israel Holy Society services - Chevra Kadisha and shroud (>f/ /I! 1'(( tIP (4 {.i 1/ q $ 750 250 $ 1,000 'k~( LL~),/ .+0 I<ee.p CONTRACT Brachendorf Memorials bfT ~ '-is ~ -~ ~ . . . . ~'5.. . . . . . .. Memorial PHONE AREA CODE 717 234-7909 2131-2143 HERR STREET HARRISBURG, PA. 17103 Cemetery Charge Date.... .ItJl:;!,~.I&)............ Phone... 7~.'3. ~ .CJo2o.. In agreement with. . 0t!1nJra.... . . .lli.r.-t1.:5ch. . . . . . . . . . . . . . . . . Price .........~ .~~~... &vt~ Fe~ Street.... .;;'/6.. ~.~. .lA.uer:... ~.e.......,.....,...... .,,~ Total City."C!A1,J;1p"f!J.lIl"ffl...... ZipCode "C76l.1. .. Ylt1 Q'l) Cemetery . ~ I~~. .[1. . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . . . . Lot Owner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. Section ................................ Lot No. ,.......,....., Material Please check lettering carefully, if In error call us at once. INSCRIPTION Leit~~\lAS Design Qe.ce.~:5 M~ ~l/te(~ ttittd add let{cvfvtj'J - Lettering jt~l Size length length width width height height Size Finish Top .................... Face................,.. , Ends..,....,.... . The said memorial is guaranteed by you against any defect In workmanship. The said memorial, with lltle thereto and right of possession thereof, shall remain your personal property until I have paid for it In full. In default of any payment thereunder I license you to repossess and remove the said memorial without guilt of trespass or other wrong, and authorize and empower you, In my name and on my behalf, to apply to the management of said Cemetery or other premises for a permit for its removal and to take any other steps you may d,~m necessary or expedient and further agree to save you harmless from and under any entry, repossession and removal; you may then retain sald memorial or dislJose of It at your own discrellon without being answerable to me for it or for any proceeds therefrom. Agreement of payments () C"' V\ 00 ~;""'<'!V' $.. '~""" down payment; I will inform you herewith of any change in my address prior to the final payment hereunder. There Is no agreement regarding this order other than contained herein. This order Is not subject to cancellation after acceptance. s.. " " .-B-" " . when the memorial is ready for lettering; Purchaser. .~............ .............. ........ ..... . ..... .. . . .. . ... . $.~. &:=' 22() .00 within ten days after erecllon of said memorial. ACCEPTED: Date. . . ... . . . . ./aIZB I~. . . . . . . . . . . . . . . . . . . . . . . . . . By.~/L..fl(~....;rp........,.,...... The above price does not include any future lettering. "YOU. THE BUYER, MAY CANCEL THIS TRANSACTION AT ANY TIME PRIOR TO MIDNIGHT OF THE THIRD BUSINESS DA Y AFTER THE DATE OF THIS TRANSACTION." SECURITY AGREEMENT BRACHENDORF MEMORIALS BUYER ,.,., ..... ... ............ ....................................... ................................................. ......... ...... '" , 1{;~/r9~/J1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE )'1- c" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISRURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX lFP <1t-OOl SANDRA BARASCH 210 E LAUER LN CAMP HILL PA 17nll DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-02-2001 BARASCH 09-26-2000 21 01-0023 CUMBERLAND 168-24-3319 00154651 ETHEl 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 ~ R1fv=i5~8-Ex--AFP--(i1f:oO-)----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-02-2001 ESTATE OF BARASCH ETHEl DATE OF DEATH 09-26-2000 COUNTY CUMBERLAND FILE NO. 21 01-0023 TAX RETURN WAS: S.S/D.C. NO. 168-24-3319 () ACCEPTED AS FILED (X) CHANGED SEE JOINT OR TRUST ASSET INFORMATION ACN 00154651 ATTACHED NOTICE FINANCIAL INSTITUTION: HARRIS SAVINGS BANK ACCOUNT NO. 30-00004850 TYPE OF ACCOUNT: () SAVINGS (x:> CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 12-16-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 13,269.85 0.500 6,634.93 6,847.98 .00 .45 .00 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 DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ~ 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" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J .00 .00 .00 .00 4 fO EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 :EDENT'S NAME FILE NUMBER Ethel Barasch 2101-0023 00154651 'IEWED BY ACN Cathy Miller fiEDULE ITEM NO. EXPLANATION OF CHANGES A review of the expenses which you submitted has resulted in the approval of $6847.98 in deductions credited to this account. Personal representative fees can only be claimed against probate assets. Also, the deductions related to the property have been disallowed. Property owned by the decedent alone or held jointly with others may need to be reported on an Inheritance Tax Return and filed with the Register of Wills in Cumberland County. Inheritance Tax becomes delinquent and interest starts accruing nine months after the decedents date of death. 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