HomeMy WebLinkAbout01-0297
COHMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
/ & -)..1 ?i - i
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 "01. ~7
01113814
03-14-2001
o
'i/L
REY-154S EX AFP (09-001
TYPE
EST. OF MARGARET KITZMILLER
S.S. NO. 207-07-8366
DATE OF DEATH 07-01-2000
COUNTY CUMBERLAND
OF ACCOUNT
o SAVINGS
Iil CHECKING
o TRUST
o CERTIF.
VICKI E ERFORD
28 NORTHWOOD MANOR
YORK HAVEN PA 17370
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICES has provided the Departaent with the inforaation 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 infor.ation is incorrect, please obtain written correction froa the financial institution, attach a copy
to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coaaonwealth
of PennSylvllnia. Q....stions....y be ens_red by calling (717) 787-11327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0051321339 Date 04-28-1968
Established
Account Balance
Percent Taxable
A.ount Subject to
Tax Rate
Potential Tax Due
x
915.98
50.000
457.99
.15
68.70
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice aust accoapany Your
payaent to the Register of Wills. Nake check
payable to: "Register of Wills, Agentw.
Tax
x
NOTE: If tax payaents are aade within three
(3) aonths of the decedent's date of death,
YOU aay deduct a 5% discount of the tax due.
Any inheritance tax due will becoae delinquent
nine (9) aonths after the date of death.
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
r=J The above inforaation and tax due is correct.
I. You aay choose to reait payaent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or YOU aay check box wAw and return this notice to the Register of
Wills and an official assessaent will be issued by the PA Depart-.nt of Revenue.
[] 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 inforaation is incorrect and/or debts and deductions were paid by You.
You aust coaplete PART ~ and/or PART ~ below. . ,
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different ~ rate, please state your
relationship to decedent: Pn '~-'"),,",-Hz.R.
PART
[!J
TAX RETURN - COMPUTATION OF
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3
4. A.ount Subject to Tax 4
5. Debts and Deductions 5
6. A~unt Taxable 6
7. Tax Rate 7
8. Tax Due 8
x
TAX ON JOINT/TRUST ACCOUNTS
4-)..y~'8
41'5 ,l1 'if
jj~1
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEnter on Line 5 of Tax Computation)
perjury, I declare that the facts I
.y knowledge and belief.
I
$
have reported above are true, correct and
) 2&, (P ,- O:A.. '-f d-
)
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/ ~;;2I.l ::..LL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~*
NOTICE OF INHERITANCE TAX
APPRAISE"ENTL ALLOHANCE OR DISALLOHANCE
OF DEDUCTIONs, AND ASSESS"ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1541 EX AFP (12-00'
VICKI E ERFORD[J d,Ji. - 'I
28 NORTHWOOD MANOR
YORK HAVEN PA 17370
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-05-2001
KITZMILLER
07-01-2000
21 01-0297
CUMBERLAND
207-07-8366
01113814
A.aunt R...i tted
MARGARET
h
:",:1.
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:is~i-E3f-AFFi-(i1f:ool------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-05-2001
ESTATE OF KITZMILLER
MARGARET
DATE OF DEATH 07-01-2000
COUNTY
CUMBERLAND
FILE NO. 21 01-0297
TAX RETURN WAS:
S.S/D.C. NO. 207-07-8366
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01113814
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES
ACCOUNT NO.
0051321339
TYPE OF ACCOUNT: () SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-28-1968
x
915.98
0.500
457.99
.00
457.99
.45
20.61
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 CRED:ITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-17-2001 AA478169 .00 20.61
TOTAL TAX CREDIT 20.61
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l
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