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Home My WebLink About01-0897 /'7-/C-/1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG~ PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REV-1U7 EX AFP UZ-DD) Ftecoroad.OfflcJlef Register of Vi/iUs DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-19-2001 CARPENTER 06-03-2001 21 01-0897 CUMBERLAND 01142726 JOYCE A E GAB~qtL NOV 26 All:49 2725 S ROSEGARDEN BLVD MECHANICSBURG OeM(.lVJOSSl::3 Court ClI'nberland Co., PA SUSAN 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 for.. with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i6ifj-ix-AFir-fi'2-:oo1-------..ii-iNif€RITANcE-Tix-STATEME-tiT-ifF'-iccOUNT--...--------------------- ESTATE OF CARPENTER JOYCE A FILE NO.21 01-0897 ACN 01142726 DATE 11-19-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-12-2001 P R I NC I PAL TAX DUE: .............................................................................................................................................................................................-.......................... 48.39 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-28-2001 CDOO0330 .00 48.39 TOTAL TAX CREDIT 48.39 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. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDITIW (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /7,../C}-// 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 DISALLOWANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (12-00) JOYCE A GABRIEL 2725 S ROSEGARDEN BLVD MECHANICSBURG PA 17~~5 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-12-2001 CARPENTER 06-03-2001 21 01-0897 CUMBERLAND 242-32-0694 01142726 Allount Rellitted JOYCE A 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:i541i-E)f-AFP--ri2~OO)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-12-2001 ESTATE OF CARPENTER JOYCE A DATE OF DEATH 06-03-2001 COUNTY CUMBERLAND FILE NO. 21 01-0897 TAX RETURN WAS: S.S/D.C. NO. 242-32-0694 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01142726 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 187139-11 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-15-1999 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,150.67 0.500 1,075.34 .00 1,075.34 .45 48.39 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 03-04-2002~. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 48.39 INTEREST AND PEN. .00 TOTAL DUE 48.39 · 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 MAYBE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ) 7 --}eY -)1 COMMONWEALTH OF PENNSYLVANIA DEPARTMEHT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 171l8-0601 - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 - ~I - 8'i7 ACN 01142726 DATE 09-24-2001 REV-1543 EX AFP (09-00) EST. OF JOYCE A CARPENTER S.S. NO. 242-32-0694 DATE OF DEATH 06-03-2001 ~OUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS lXJ CHECKING D TRUST o CERTIF. S Lt.SI\ tU E ~ .It;' GABRIEL 2725 S ROSEGARDEN BLVD MECHANICSBURG PA 1705~ REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 HEHBERS 1ST Feu has provided the DepartMent 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 from the financial institution, attach a copy to this for. and return it to the above address. This eccount 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. 187139-11 Date 09-15-1999 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due 21150.67 50.000 11075.34 .045 48.39 TAXPAYER RESPONSE x Tax x PART [!] ,..... A. [ CHECK ] ONE BLOCK B. ONLY c. To insure proper credit to your account, two (l) copies of this notice must acco.pany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". NOTE: If tax pay.ents are .ade 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. ~he above information and tax due is correct. ~l. 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 may check box "A" and return this notice to the Register of Wills and an official assessment 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 must co.plete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART @] TAX RETURN - COMPUTATION LINE 1. Date Established 2. Aceount Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. A.ount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x x PART ~ DATE PAID DEBTS AND DEDUCTIONS AMOUNT PAID PAYEE DESCRIPTION I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury 1 I declare that the faets I co~lete to the best of my knowledge and belief. Li~ E. ~ TAXPAYER SIGNATURE ':;~Er~~ -;ov~~r~?~rrect and WORK (zi.i) fE- iiil xd4 ~8'IQI TELEPH N NUMBER D E' " .,0. 'W ' , 'J ,., :.".", COMMONWEALTH OF PENNSYLVANIA REV-1 162 EX(1 1-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GABRIEL SUSAN E 2725 S. ROSEGARDEN BLVD. MECHANICSBURG, PA 17055 __u____ fold ESTATE INFORMATION: SSN: 242-32-0694 FILE NUMBER: 21-2001- 0897 DECEDENT NAME: CARPENTER JOYCE A DA TE OF PAYMENT: 10/01/2001 POSTMARK DATE: 09/28/2001 COUNTY: CUMBERLAND DATE OF DEATH: 06/03/2001 NO. CD 000330 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01142726 I $48.39 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: SUSAN E GABRIEL CHECK# 4318 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS $48.39 MARY C. LEWIS REGISTER OF WILLS