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
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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
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WORK ( -)
TElEPHONE NUMBER
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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.
ROW
Page 1
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