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Home My WebLink About01-0741 \, 1/- r2Y9~? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG I PA 171Z8-0601 *' NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP Cl2-00) Recor Re~.~ j '~,;.tc of "02 FEB-1 DOLORES A SHEARER 1091 RIVERVIEW RD DAUPHIN p~lal1~H8 Cwnbb k I P 1 :42 .CLfl nl\ r- r. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 02-04-2002 SCHMIDT 03-23-2001 21 01-0741 CUMBERLAND 179-10-7758 01133589 Allount Rellitted ANNA 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 ~ RE-y=is4-i-E3f-AFP--fi2-:oo1------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-04-2002 ESTATE OF SCHMIDT ANNA COUNTY CUMBERLAND DATE OF DEATH 03-23-2001 FILE NO. 21 01-0741 TAX RETURN WAS: S.S/D.C. NO. 179-10-7758 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACN 01133589 ACCOUNT NO. 017910775851 TYPE OF ACCOUNT: (~SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-05-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 5,170.78 0.500 2,585.39 2,585.39 .00 .45 .00 TAX CREDITS: 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." 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-- ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAKES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG~ PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-l!i48 EX AFP 112-00) Recor ;:~,::..,' . Re~:Il~::J::< .02 FES-1 P 1 :42 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 02-04-2002 SCHMIDT 03-23-2001 21 01-0741 CUMBERLAND 179-10-7758 01133590 ANNA DOLORES A SHEARER 1091 RIVERVIEW RD DAUPHIN PACil1t18 Curnbe ( ,~;; Allount Rellitted f"".' , -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 ~ RE-v:i5~i-Ex--AFP--(i2-:o0)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-04-2002 ESTATE OF SCHMIDT ANNA DATE OF DEATH 03-23-2001 COUNTY CUMBERLAND FILE NO. 21 01-0741 TAX RETURN WAS: S.S/D.C. NO. 179-10-7758 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01133590 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 017910775854 TYPE OF ACCOUNT: () SAVINGS (>0 CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-05-1998 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,063.75 0.500 1,031.87 5,892.11 .00 .45 .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"" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) / ~ -a'f9' --~ COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG I PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21-01 -7LJJ ACN 01133590 DATE 07-24-2001 REY-1543 EX AFP CD9-00) EST. OF ANNA SCHMIDT s.s. NO. 179-10-7758 DATE OF DEATH 03-23-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST o CERTIF. DOLORES A SHEARER 1091 RIVERVIEW RD DAUPHIN PA It018 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU 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 I you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrectl please obtain written correction fro. the financial institutionl 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 C~.onwealth of Pennsylvania. Questions.ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 017910775854 Date 03-31-2000 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x Tax x To insure proper credit to your account I two (2) copies of this notice .ust acc~any your pay.ent to the Register of Wills. Make check payable to: "Register of Willsl Agent". NOTE: If tax pay.ents are .ads within three (3) .onths of the decedent"s date of deathl you .ay deduct a 5Z discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. PART [!] mm~.t~tlUBi:i:m:~:il"";""""""'" ...................................................................................... ................................................................................-..... ._._..._._._._._....._._.._._....._._._..._._..._._._.-.-.-.-.-.-,-.-.-.-.-.--.0-0-0. [CHECK ] ONE BLOCK ONLY A. 0 The above infor.ation and tax due is correct. 1. 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 I or you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. B. 0 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. ~ The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: P,1-U~ JJ Tf: K. 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 1 5'-S,q 1> f$J #ell, H ~^. 2 ~ a lz.3. 70S' : 3 x .I t5 0 . t) ~ (~ ) 4 q I\h_3.7S- 5 i' 3 ()~. 7 ~ 6 .-l} - 7 X 8 -0- DEBTS AND DEDUCTIONS CLAIMED PART [!] DATE PAYEE DESCRIPTION ...s AMOUNT PAID ::2J TOTAL (Enter on Line 5 of Tax COMPutation) perjury, I declare that the facts I my knowledge and belief. $ have reported above are true, correct and HOME (7/1) q ;;j/- .3::( 3 q WORK ( ) TELEPHONE NUMBER cf/.3J()J /7 DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* Jb - '2-49 -'(( INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 .. 01 - '7'11 ACN 01133589 DATE 07-24-2001 REY-1545 EX AFP <09-00) EST. OF ANNA SCHMIDT S.S. NO. 179-10-7758 DATE OF DEATH 03-23-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT [X] SAVINGS o CHECKING o TRUST o CERTIF. ** DOLORES A SHEARER 1091 RIVERVIEW RD DAUPHIN PA 17Q18 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU 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 Account No. 017910775851 Date 03-31-2000 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 2,170.78 100.00 2,170.78 .045 97.69 TAXPAYER RESPONSE To insure proper credit to your account, two (l) copies of this notice .ust acco~any your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent.s date of death, you .ay deduct a 57. discount of the tax due. Any inheritance tax due will bec~e delinquent nine (9) .onths after the date of death. Tax PART [I] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above infor.ation and tax due is correct. 1. You .ay choose to re.it pay~t to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "A" 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 infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. PART @J DATE PAID 5" DEBTS AND DEDUCTIONS CLAIMED PART If you indicate a different tax ratj; please state your ~ relationship to decedent: -On u, _ e~ J-- TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established I s> ..i>-, t; ~ (jjJ 111f'1/6 h f? k 2. Account Balance 2.s-. I '1 ~. zSJ 3" Percent Taxable 3 X / L tJ () ( _2) ~.. Amount Subject to Tax ~ . .;; / 70t) ," 1 ~ ~ Debts and Deductions ~ ~ L Z 16 6" Amount Taxable 6 -lJ .- 7. Tax Rate 7 X 8. Tax Due 8 -- 0 '- PAYEE DESCRIPTION ~J AMOUNT PAID I). TOTAL (Enter on Line .!i of Tax Computation) $ perjury, I declare that the facts I have reported above are true, correct and my knowledge and belief" HOME (7/7) tJ;;? / - 3"? 3 r WORK ( ) TELEPHONE NUMBE ff6/ DATE