HomeMy WebLinkAbout01-0304
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 ~/-~
01111740
03-08-2001
REY-1543 EX AFP (09-00)
EST. OF HELENA E JONES
5,5. NO. 172-01-7394
DATE OF DEATH 04-03-2000
COUNTY CUMBERLAND
TYPE OF ACCOUNT
IX] SAVINGS
D CHECKING
D TRUST
D CERTIF.
SONDRA L MOOSE
2416 DERRY c;T
HBG PA 17111
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICE has provided the Depart.ent 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 j~int owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial insi~tution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax1:aws of the Commonwealth
of Ponnsylvania. Questions may be answered by calling (717) 737-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0000533364 Date 02-28-1977
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
772.83
50.000
386.42
.15
57.96
TAXPAYER RESPONSE
To insure proper credit t~~;our 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) lIonths of the decedent's date of death,
you may deduct a 5% 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.
t:1The above information and tax due is correct.
, - 1. You may choose to remit pay.ent 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 Departllent 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.
[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:
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
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
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
of perjury, I declare that the
of my knowledge and belief.
facts I have reported above
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c;t- ~
v~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISENENT~ ALLOHANCE OR DISALLOHANCE
OF DEDUCTIONs, AND ASSESSNENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP <12-DD)
Lit
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-11-2001
JONES
04-03-2000
21 01-0304
CUMBERLAND
172-01-7394
01l1l740
A.ount R_itt.d
HELENA
E
SONDRA L MOOSE
2416 DERRY ST
HBG "P,A 17111
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 ~
iifv:i5~8-E)f-AFFi-(i1f:oo)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-11-2001
ESTATE OF JONES
HELENA
E DATE OF DEATH 04-03-2000
COUNTY
CUMBERLAND
FILE NO. 21 01-0304
TAX RETURN WAS:
S.S/D.C. NO. 172-01-7394
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01l1l740
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE
ACCOUNT NO.
0000533364
TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 02-28-1977
X
772.83
0.500
386.42
.00
386.42
.15
57.96
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
DATE
03-19-2001
RECEIPT
NUMBER
AA478178
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
57.96
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-20-2001 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'" ( CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
57.96
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
-
REV-I'07 EX AFP 112-00)
SONDRA L MOOSE
2416 DERRY ST
HBG PA\17111
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-16-2001
JONES
04-03-2000
21 01-0304
CUMBERLAND
01111740
HElENA
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i61fj-Ex-AFP-n'2---ooy------...--iNifERITANc'E--TA3f-si'XfEM'E-tiT-lfF-AlrcouNT--...---------------------
ESTATE OF JONES HElENA E FILE NO. 21 01-0304 ACN 01111740 DATE 07-16-2001
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-04-2001
PR I NCI PAL TAX DUE: ._____._____._._..__.___.______._.._..__._....._._..__...._.......__._...__.___._.
57.96
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-19-2001 AA478178 .00 57.96
06-14-2001 AA496743 1. 07- 1. 07
TOTAL TAX CREDIT 57.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
ill! IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )