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Home My WebLink About01-0694 ) to -6).45 -j 'f INHERITANCE TAX JOINT BANK ACCOUNT ADVANCE PAYMENT WORKSHEET REV-548 EX (8-97) COUNTY FILE NUMBER :JJ -~, -1J9~ INHERITANCE TAX RECEIPT NU BER DECEDENT INFORMATION FINANCIAL INSTITUTION INFORMATION ACCOUNT INFORMATION SURVIVING JOINT OWNER INFORMATION SURVIVING JOINT OWNER INFORMATION SURVIVING JOINT OWNER INFORMATION (MIDDLE INITIAL) DATE OF DEATH <(li~/~ / CITY STATE A/J::IfflNIC~ l>U" 6- f{j DECEM'S SOCJAL SECURITY N,ER d'Cb -If:? - l'if<l? ADDRESS OF DECEDENT ~€I &Jet /J1 cm,Il./Dt., !I<KfddL BfJl\I k CITY fIfJ#'~IJV~ STATE p~ ZIP 17~t11 NAME OF FINA'lI ;''';;;'ON {/ N I ~ IV' ADDRESS 30 /y. Tfll~D ?T ~E1P/ONE )NU~3r' -' .L ~t d TYPE OF ACCOUNT o SAVINGS )(.. CHECKING 0 TRUST o CERTIFICATE OF DEPOSIT o OTHER ACCOU,BALANC; ~i>E INTEREST TO DATE OF DEATH) AHf/#ZDAS M~B~IGNA15;~?t.OR ~ NAME (Last) (First) l3eo&,G l:#/~'-ftS AD/R~ u,,,,,y sr. CITY tlfJ~S'e~ RELATION~TNCEDENT f>f;j r-;;~ i TELEPHONE NUMBER '-I S-lJ/f:L S TAX RATE ( I NAME (Last) (First) (Middle Initial) ADDRESS PERCENT TAXABLE CITY STATE ZIP CODE RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE NAME (Last) (First) (Middle Initial) ADDRESS PERCENT TAXABLE CITY STATE ZIP CODE RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE Date Paid LIST DEBTS & DEDUCTIONS BELOW Total $ Note: Please attach to receipt ~ /6-~~Y~-'-/~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~. ~ ,~. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN DOUGLAS H ~~E~~AY 1 () 104 CONOY ST HARRISBURG G~ PA 17104 C\HT\l:, .'..'....5. ...~~: *' REY-1607 EX AFP 101-02> 05-06-2002 BEDELL 04-28-2001 21 01-0694 CUMBERLAND 01002854 Aalount Relli tted HAROLD MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD 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 ~ REY=i6ifj-ix-AFP-roi-:ozi-------...-iNHERITANci--TAx-iTA-fEMi-NT-ifF-Accouiif--.-i.--------------------- ESTATE OF BEDELL HAROLD FILE NO. 21 01-0694 ACN 01002854 DATE 05-06-2002 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: 01-14-2002 P R I NC I PAL TAX DUE: .m.....................................................................................................................m....m.............mm...mmm......m...............m.....m...............m.... PAYMENTS (TAX CREDITS): 115.65 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-24-2001 CDOOOO85 5.78 109.87 TOTAL TAX CREDIT 115.65 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. l IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) ~. /6'-c:2~/9' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recorder Re~litte" REV-1548 EX AFP <12-001 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 01-14-2002 BEDELL 04-28-2001 21 01-0694 CUMBERLAND 086-16-1895 01002854 HAROLD .02 JAN 11 P3 :20 DOUGLAS H BEDELL 104 CONOY ST HARRISBURG ~""!'L.. P " '4,;..,...., 11~Bei li.~! i..I Allount Rellitted ."Uf i , PA 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 ~ iifi=is41i-i)f-AFit-ri2-:00j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-14-2002 ESTATE OF BEDELL HAROLD DATE OF DEATH 04-28-2001 COUNTY CUMBERLAND FILE NO. 21 01-0694 TAX RETURN WAS: S.S/D.C. NO. 086-16-1895 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01002854 FINANCIAL INSTITUTION: FIRST UNION BANK ACCOUNT NO. 9620118263 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-17-1999 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 5,140.00 0.500 2,570.00 .00 2,570.00 .45 115.65 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 (-) PAYMENT MUST BE MADE BY 01-29-2002~. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 115.65 INTEREST AND PEN. .00 TOTAL DUE 115.65 . 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" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BEDELL DOUGLAS H 104 CONOY ST HARRISBURG, PA 17104 ----.--- fold EST ATE INFORMATION: SSN: 086-16-1895 FILE NUMBER: 21-2001- 0694 DECEDENT NAME: BEDELL HAROLD DA TE OF PAYMENT: 07/25/2001 POSTMARK DATE: 07/24/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/28/2001 NO. CD 000085 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $109.87 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: DOUGLAS H BEDELL CHECK# 708 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS $109.87 MARY C. LEWIS REGISTER OF WILLS ----- \,\. ,~~~ ~\ \ . ~~~ .-.-1- ...o~ .~ ~~ ~o . ::> "- ~;)~ ..J ~\ ; .: , '\1 ~ ~ r- ~ 4- .(:M tn-oiJ ~~ ~O~ ~ ~ r,Jl ~(.).~ (::O~~ oo~ n~.~ ~ s ~ ~ o (.) ~ ~~~ Ul ~ &8 ~ 0 ~- ~ (.) UJ ~ ~~~4. ~ ~g~ ~~e~ ~~tf; ~ n ?o~ tJ)~o-'C otin ~ (.) ~ ~p~(.) ~o ~ - -:. ~ ~ ~ ~ ~ ~ .~ ~ - ~ -=- - -:. -' 1:'\ ,} "It " ~ ~ -to ~ .,. " ,'" .,. .~Y-oJ ~to9'1 Douglas Bedell 104 Conoy St. Harrisburg, PAl 71 04 717-213-0425 dhbedell@mindspring.com July 23, 2001 Registrar of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Dear Cumberland County Registrar of Wills: My father, Harold Bedell, died at Seidel Memorial Hospital's Nursing Unit in Mechanicsburg on April 28, 2001, at the age of91. Seidel had been his residence for an extended period. I am my father's executor. But my attorney has advised me that, because his only remaining asset was a jointly held bank account with me, it is not necessary to probate his will. I checked in with your colleagues in the Dauphin County wills office and they gave me the enclosed form, with instructions on how to calculate my Pennsylvania inheritance tax liability and your address. I, am, therefore enclosing the inheritance tax advance payment worksheet, a check for $109.87 as my inheritance tax payment and $25 as a fee in lieu of probating the will. I appreciate your sending the payment on to the state. If there is any further information I should be aware of, I would appreciate receiving it from you. ~ours s:rv &it/I ~1I'Bedell Encls.