HomeMy WebLinkAbout01-0522
.-/
~\J'''v
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*'
~ / "'"-,,,!- ---, - ~-""'"
/ (1) - J.\ u0 - I 0\
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO.
ACN
DATE
21-0,-~22.
01126688
05-28-2001
REY-1545 EX AFP (19-10>
\..11
i i
EST. OF DONALD S MOWERY
S.S. NO. 204-03-7710
DATE OF DEATH 12-07-2000
I COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
IX] CHECKING
D TRUST
o CERTIF.
BETTY W MOWERY
1838 RIDGEVIEW DR (,"
CARLISLE PA 170~~
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 infor.ation 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 fro. the financial institution, attach a copy
to this for. 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 .ay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
AcCOW\t No. 0089309804 Date 02-28-1975
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
13,504.73
50.000
6,752.37
.15
1,012.86
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice .ust acco~any your
pay~nt to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax pay~nts are ~de within three
(3) .onths of the decedent"s date of death,
yOU .ay deduct a SX discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the date of death.
Tax
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
c=J The above info~ation and tax due is correct.
I. You .ay choose to re.it pay.ent 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 assess.ent will be issued by the PA Depart.ent 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 info~ation is incorrect and/or debts and deductions were paid by you.
~ou .ust co.plete PART ~ and/or PART ~ below.
If you indicate a different
relationship to decedent:
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
I
S
PART
~
TAX ~ETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. A.ount Subject to Tax
5. Debts and Deductions
6. A.ount 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 CEnter on Line 5 of Tax Co.putationl
I
$
that the facts
lief.
I have reported above are
HOME (7 /7 );lLf
_ WORK ( )
TELEPHONE NUMBER
() l
"
16-~B.3- 1:2./
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLONANCE OR DISALLONANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP el2-00>
BETTY W MOWERY
1838 RIDGEVIEW DR
CARLISLE PA 17U,13
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
08-20-2001
MOWERY
12-07-2000
21 01-0522
CUMBERLAND
204-03-7710
01126688
Allount Rellitted
DONALD
s
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 ~
iE-v:i~-i-E)f-AFjr-(i1f:ool------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-20-2001
ESTATE OF MOWERY
DONALD
S DATE OF DEATH 12~07-2000
COUNTY
CUMBERLAND
FILE NO. 21 01-0522
TAX RETURN WAS:
S.S/D.C. NO. 204-03-7710
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01126688
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE
ACCOUNT NO.
0089309804
TYPE OF ACCOUNT: () SAVINGS ()O CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 02-28-1975
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
13,504.73
0.500
6,752.37
.00
6,752.37
.00
.00
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 (-)
TOTAL TAX CREDIT .00
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" ( CRJ, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )