HomeMy WebLinkAbout01-0184
COHHOHWEALTH OF PENNSYlVAHIA
DEPARTKENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
*'
1ft, -;2/0-//
XNFORMATZON NOTzeE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
~
NO. 21 DI-I ri $K
01102958 .
01-31-2001
llEY-1S45 EX iFP <19.1"
EST. OF ELSIE F BAKER
S.S. NO. 188-09-5000
DATE OF DEATH 10-21-2000
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
[Xl CHECKING
o TRUST
o CERTIF.
r""l
U
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MARIETTA M HOCKERSMITH
2 SME
SHIPPENSBURG PA 17257
r~~l..
HELLON BANK has provided the Departllent with the infor8ation listed below which has baen used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint o_r/beneficiary of
this account. If you feel this infonaation is incorrect, please obtain written correction fr_ 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 eo..onwealth
of Pennsylvania. Questions..y be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 422-800-2756 Date 06-28-1993
Established
x
1,577.01
50.000
788.51
.15
118.28
TAXPAYER RESPONSE
To insure proper credit to your account, two
(Z) copies of this notice .ust ac~any your
pay...t to the Register of Wills. Kake c:hec:k
payable to: "Register of Wills, Agent".
Account Balance
Percent Taxable
AIIount Subject to
Tax Rate
Potential Tax Due
x
NOTE: If tax pay..,ts are .-de within three
(3) .onths of the decedent.s date of death,
you ..y deduct a 5" discount of the tax due.
Any inheritance tax due will bec~ delinquent
nine (9) .onths after the date of death.
Tax
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
"-=I The above infor.ation and tax due is correct.
I..J 1. You .ay choose to r_it pa_nt to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you ..y c:hec:k box "A" and return this notice to the Register of
Wills and an official assesSll8flt will be issued by the PA Departllent of Revenue.
IZI 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.
D The above inforeation is incorrect and/or debts and deductions _re;;'ai:;' by y~~
You .ust cOllPlete PART 0 and/or PART ~ below. :~--
OF
1
2
3
4
5
6
7 X
8
X
If you indicate a different tax rat., please state your
relationship to decedent:
PART
@)
TAX RETURN - COMPUTATION
LINE 1. Dat. Established
2, Account Balance
3. Percent Taxable
4. Allount Subject to Tax
5, Debts and Deductions
6. AIIount Taxable
7. Tax Rate
8. Tax Due
TAX ON JOINT/TRUST ACCOUNTS
PART
[!l
DATE PAID
~
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I
complete to the best of knowledge and belie~.
I
$
have reported above are true, correct and
HOME (FJ/7) S3,~- tf?.:z?c
WORK ( ) t>. /n c:......
TELEPHONE NUMBER
/!) -j ().. vi
DATE
/~--d!O-I/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOHANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP <12-00)
MARIETTA M HOCKERSMITH
2: SME
SHIPPENSBURG PA 11257
:'''~t
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
04-23-2001
BAKER
10-21-2000
21 01-0184
CUMBERLAND
188-09-5000
01102958
ELSIE
F
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 ~
REfv;is4~8-E)f-AFP--fl1f:oO)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 04-23-2001
ESTATE OF BAKER
ELSIE
F DATE OF DEATH 10-21-2000
COUNTY
CUMBERLAND
FILE NO. 21 01-0184
TAX RETURN WAS:
S.S/D.C. NO. 188-09-5000
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01102958
FINANCIAL INSTITUTION: MELLON BANK
ACCOUNT NO.
422-800-2756
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
06-28-1993
Accounl Balance
Percenl Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
1,577.01
0.500
788.51
.00
788.51
.15
118.28
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 (-)
02-10-2001 AA478021 .00 118.28
TOTAL TAX CREDIT 118.28
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND.
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