HomeMy WebLinkAbout01-0496
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
It~).j!-,II
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
~~
FILE NO. 21 -OI-t./9/J
01125084
05-15-2001
ACN
DATE
REV-15/iS EX AFP (0'-00)
EST. OF RUTH BENNETT
5.S. NO. 296-32-0702
DATE OF DEATH 08-24-2000
COUNTY CUMBERLAND
TVPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
00 CERTIF .
MARV BROWNE
621 RIDGE RD
LEWISBERRV PA 17339
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
WAYPOINT BANK 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 joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from 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 Co..onwealth
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. 700002953 Date 06-16-1999
Established
x
10,615.49
50.000
5,307.75
.15
796.16
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".
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
NOTE: If tax payments are made within three
(3) Months 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.
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 .ay check box "An and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department 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.
c=J The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART
@]
DEBTS AND DEDUCTIONS
If you indicate a different tax rate, please state your
relationship to decedent:
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 TAX ON JOINT/TRUST ACCOUNTS
I
2
3
4
5
6
7
8
x
x
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
$
Under penalties of
complete to the best of
/)t:
TA A
perjury, I declare that the facts I have reported above are
my knowledge ,nd belief.
true, correct
HOME 6/\\ "J) a;!~/... Q.) tf!:>
W 0 R K (1 ) J...-----,; I
TELEPHONE NUMBER
and
DATE
/ (, ~'d31 -Jtj
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c;I ~
~,~
\.......,..;' REV-1548 EX AFP U2-UU>
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLOMANCE OR DISALLOMANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
MARY BROWNE
621 RIDGE RD
LEWISBERRY PA 1733~:
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-18-2001
BENNETT
08-24-2000
21 01-0496
CUMBERLAND
296-32-0702
01125084
RUTH
Allount 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 ~
Rifv:i5~i-Ex--AFP--fi2-:oo1------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-18-2001
ESTATE OF BENNETT
RUTH
DATE OF DEATH 08-24-2000
COUNTY
CUMBERLAND
FILE NO. 21 01-0496
TAX RETURN WAS:
S.S/D.C. NO. 296-32-0702
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01125084
FINANCIAL INSTITUTION: WAYPOINT BANK
ACCOUNT NO.
700002953
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST (X> TIME CERTIFICATE
06-16-1999
x
10,615.49
0.500
5,307.75
.00
5,307.75
.15
796.16
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 (-)
05-19-2001 AA496622 .00 796.16
TOTAL TAX CREDIT 796.16
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" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~ --~~
-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
No.AA 496622 REV-1162 EX (11-96)
ESTATE INFORMATION: I
FILE NUMBER
21-2001-0496 SSN 29,b'- at.? -", (.1'7(.' Z:~
NAME OF DECEDENT (LAST) (FIRST) (MI)
BENNETT RUTH
DATE OF PAYMENT
5/21/2001
POSTMARK DATE
5/19/C!OOl
COUNTY
CUMBERLAND
DATE OF DEATH
8/24/2000
TOTAL AMOUNT PAID
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
$796.16
-- FOLD HERE FOLD HERE
MARY BROWNE
o 1 12508/:+
621 RIDGE ROAD
LEWISBERRY, PA 17339
REMARKS MARY BROWNE
CHECK" 1043
SEAL
RECEIVED BY ,..,///t/.~
~"'1 t., ;~; \/ C.- ~ L_~:' >. ,~:~<
;;~ E: (3 1 b -:' F 9);:.rf l-J.r ~_ L ~)
REGISTER OF WILLS
',t1 '7ci6... 1 f::}
~'
,Y )/ /", t' -< .'\ JO./ / <' /.",-~
( ",y( >,,"'1< .::..--'
rt, ," '?f"; J
;( .-r .\ ,.f.:~,i ...
/ ,-//' ~ /r