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Home My WebLink About01-0257 .~ COMM(,,~EAL~ OF PENNSYlVANIA DEPARll~NT OF REVENUE , BUREAU Of INDIVIDUAL TAXES I'.EPT. 280601 HARRISBURG, PA 17128-0601 1.1 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 -~/-~7 ACN 01100408 DATE 01-15-2001 REV-1545 EX AfP (09-00> EST. OF SUSAN R BELL 5.5. NO. 198-44-9291 DATE OF DEATH 04-13-1999 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST o CERTIF. D J MARTIN 17 HIDDEN NOLL RD. CARLISLE ~PA 17013 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 KEYSTONE FINANCIAL BANK NA 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 fncorrect, 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 Commonwealth of Pennsylvania. Questicns may be an~wQred by c31ling (717) 787-8327. COMPLETE PART 1 BELOW . . * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 718513 Date 09-01-1967 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 585.25 50.000 292.63 .06 17.56 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must 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 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART IT] The above information and tax due is correct. . 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 assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. c=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. C. c=J 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 tax rate, please state your relationship to decedent: .......'......,.... ................. ..........-... ..--..........-............'. -........'.............. ........-;..........-:........-...-....................-.........-...........-.-...-.........................-.....-.....-...-...-.....................-.-.-.-..... ..:........-..-.....-.-....-...-......,-....:.;...,-.............-.....-............:..............-.-.-.-.':........-..,.;.;.;..-.......-,.................,........- mmmmm~m8~~m~~~m~~;~!~;1~1~~~~~~~!~W~j~~~~~~~~~m~~~~:~i~~t~~i~~~:~~~~;~m~~~~~m~mH~;~~:~~~~~~!~~~~~!~~~~~~~H!~~~~~~:~~~i~~~~!~~~[~!~~~~~~~~ !;~;'..;,;,::::;:;:;:;:;:::::;:;:::. :;:;:.:;:;:;:;:::;:;:::;:;:;:;:;:;';:;:;';:;:;';';:;:;:;:::;:;:;:;:;:;:;:::;:;:;:::;:::;:;:;:::;:;:;:;:;:;=;:;:;,;:;:;:;.;,;,::::;::: .......-.-.-....-...-.......................-..................................-...-...........-.........................-........................... PART ~ TAX LINE RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury~ I declare that the facts I have reported above are true~ correct and complete to the best of my knowledge and belief. HOME ( ) WORK ( ) TELEPHONE NUMBER DATE TAXPAYER SIGNATURE ~~) ~0 \ ,~,~ ~ t>> ~..~rm"(", lnmr -"- , I '1 'I' t~ \ 1 1 \ ~ ~ \ ~ ~ tf1 ~~O ~ ~ tf1~ ~.<6 ~ ~~~~ <) ~~~ ~~\l ~~~ u ~ .~u 't. , . ~. ~ ~ \ \:- ~G>~ ~ ~~ -:) r: Ca>..;a ~ c.>?.f'*' 6.. 0-- ~ ~~~ ~ ~"" ~ ;;: "'0 ,.,. ~ \; ~ -"C ~ (-.l ~ ~ Q) · .f"" c.l~~~t ~""'Q,)~d o .n ~ ...~. ~~ ..~ .:~. .-;::. . ~. S --===- :~.:. ......-.: .~;:. /- (t.\ \,'\ '.,'\ \~~ ..~.. \.~:~~, \.... ,.... -:.-. $' ~ ~ C\l ~ ~ a: ~ C'J ..-i CD r-- ~ <( <( ci z ~ .... ... uJ 0- ... - <t<t U1 -... 0 z(/) <tUJ uJ ~o CC >-~ ..J (/)uJ .c( Zo Zz - '/t<t 0 - ... u.. cc u. uJ 0 :t ~ .[) ;[? 'Z :::> o 2 <i c.~ I- Z-'a: \.1.10 Z2a:\.I.1 O(/)\--CO <i(/)Z~ \.1.10:::> ~OZ <( .__,N c.~ t:i <{ ,i-, Z 4: ~ (/) . , , >- uJ 1~5 ,- ~uJ~ '5 '.- z::>1- ~ 0 :'l UlZ.J dJ o...Ulc( C'J u..>::> ;:::: 2 oWO 0::- 0 J:u..::: 4: ':.00 0... 0: 4:1-~ ci u.. UlZ~So:: 0 .,.. $~o8::> uJ .,l... Z ::>OOCO ~ Ottc(C'J~ @ ~~~~[ (,) uJ OUl::>uJ4: a: L OOIOO::c. Ie . ,. ... , , uJ r:r: uJ :c 9 S' ..... ,~ ~ V 0:: ~ z o ~ ~ a: o u.. ~ u.J ~ t) ~ ill uJ :c 9 S' ~ ~1 1="" (/) ,-, 4: .< .J ...... ~..,u.. t,.,'\ I- Z :'"\ UJ \,....J o 't5 ,J w o LJ U- o .~, uJ ::2 4: Z a::. uJ' CO ,.... 3"; z ':1 u::. f"... '6: I- ~, . '2 ._ >- '. ~('~i u.. o uJ ~ o ~k_ , ' :;;. o <( 0.. I- Z :::> o ~ <( -' <( I- o \-- ~$;- >- :" ~'.:t \.1.1 ", ,. ;:> w o w a: ~": :J: [1'"; ~ ~_."" :J. ~.,. 0.:7 ~ u.. a: o <i uJ ~ ~ W o a: ~~~ d'" &C:; 4: '2 l- (/) o 0.. u ~"~ ~) >-U I- Z ::> o o (/) .....I d 3 u.. o a: w- tn. a uJ a:: ,~ "'- jj -' <i \.1.1 (f) i (c/ ~/5 -'" II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE s~/* REV-1S48 EX AFP (12-80> BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOWANCE OR DISALLOWANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS D J MARTIN 17 HIDDEN NOLL RD CARLISLE PA 17013 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 05-07-2001 BELL 04-13-1999 21 01-0257 CUMBERLAND 198-44-9291 01100408 AlIOunt Re..itted SUSAN R 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 ~ iEfi=is41i-E)f-AFi>>-fi1f=ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-07-2001 ESTATE OF BELL SUSAN R DATE OF DEATH 04-13-1999 COUNTY CUMBERLAND FILE NO. 21 01-0257 TAX RETURN WAS: S.S/D.C. NO. 198-44-9291 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01100408 FINANCIAL INSTITUTION: KEYSTONE FINANCIAL BANK NA ACCOUNT NO. 718513 TYPE OF ACCOUNT: () SAVINGS ()O CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-01-1967 x 585.25 0.500 292.63 .00 292.63 .06 17.56 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 (-) 03-03-2001 AA478121 .00 17.56 BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-04-2001 TOTAL TAX CREDIT 17.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. 1.63 TOTAL DUE 1.63 * 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.' ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )