HomeMy WebLinkAbout01-0911
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-ln7 EX AFP el2-DOl
Recoroeci
Renir~tt:i'
v;:....'-~"y.
of
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-17-2001
BOWSHIER
06-23-2001
21 01-0911
CUMBERLAND
01144266
GARLAND
L
\/VIlIs
.01 ole 27 Al0 :08
KATHY DEPUI
7 E MANOR AVE
ENOLA
AIlount Re..itted
ll)eIIv'iiz5'
t'At,nbenan" ;
('.....
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PA
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=i60j-i3f-AFP--fi'2-:ooi-------...--iNifERi':fANC'E-TAX-SyjrfEME-tiT-ifF'-ACCouirf--...---------------- -- ---
ESTATE OF BOWSHIER GARLAND L FILE NO.21 01-0911 ACN 01144266 DATE 12-17-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY 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 NCI PAL TAX DU E : ..............................................................................................................................................................................................................-..........
19.22
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-03-2001 CDOOO346 .00 19.22
TOTAL TAX CREDIT 19.22
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 "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
17-/1-/0
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOHANCE OR DISALLOMANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-ISOla EX iFP 112-00'
KATHY DEPUI
7 E MANOR AVE
ENOLA PA 17025
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN.I'DC
ACN
11-12-2001
BOWSHIER
06-23-2001
21 01-0911
CUMBERLAND
287-09-6357
01144266
Allount Rellitted
GARLAND
L
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:i5~8-E)f-AFP--(~2-:ooi------------------------------------------------------------------------------------
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 BOWSHIER
GARLAND
L DATE OF DEATH 06-23-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0911
TAX RETURN WAS:
S.S/D.C. NO. 287-09-6357
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01144266
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT NO.
5002102097
TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-04-2000
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
2,562.15
0.166
427.03
.00
427.03
.45
19.22
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 CREDJ:TS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 03-24-2002*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 19.22
INTEREST AND PEN. .00
TOTAL DUE 19.22
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" ( CR) I YOU "A Y BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
/7-/1-/0
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO.
ACN
DATE
21 -IJI- q 1/
01144266
09-27-2001
REY-1545 EX AFP (09-DQ)
~
EST. OF GARLAND L BOWSHIER
S.S. NO. 287-09-6357
DATE OF DEATH 06-23-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
[Xl CHECKING
D TRUST
o CERTIF.
c?~o?cr--cJ/
KATHY DEPUI
7 E MANOR AVE
ENOLA PA 17025
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the Depart.ent with the infor~tion 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~tion 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 ~~ ta~able in accordance with the Inheritance Tax Lftw~ of the Co..unweelth
of Pennsylvania. Questions .ay be answered by calling (717) 181-8321.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5002102097 Date 05-04-2000
Established
x
2,562.15
16.667
427.03
.045
19.22
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice .ust acc~pany your
pay.ent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Account Balance
Percent Taxable
AlIOUnt Subject to
Tax Rate
Potential Tax Due
x
Tax
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 beco.e delinquent
nine (9) .onths after the date of death.
PART
[!J
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~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, or you .ay check box "A" and return this notice to the Register of
Wills and an official asses~nt will be issued by the PA Depart~nt of Revenue.
[:J 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 infor.ation is incorrect and/or debts and deductions were paid by you.
.You .ust co.plete PART ~ and/or PART ~ below.
TAX ON JOINT/TRUST ACCOUNTS
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTA~ION
lINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. AMount Subject to Tax
S. Debts and Deductions
6. A~nt Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
x
PART
~
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on line 5 of Tax C~putation)
I
$
declare that the facts I have reported above are true, correct and
e and belief.
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MMONWEAlTH OF PENNSYLVANIA
'ARTMENT OF REVENUE
'lEAU OF INDIVIDUAL TAXES
'T.280601
RRISBURG, PA 17128-0601
rED FROM:
IEPUI KATHRYN A
I E MANOR AVENUE
NOLA, PA 17025
Id
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
"'ARKS: KATHRYN A DEPUI
CHECK# 3680
;EAL
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX(11-9
NO. CD 00034l
AMOUNT
Lo~ 144~66
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1
1
1
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$19.22
ATE INFORMATION: SSN: 287-09-6357
: NUMBER: 21-2001- 0911
:EDENT NAME: BOWSHIER GARLAND L
fE OF PAYMENT: 10/04/2001
;TMARK DATE: 10/03/2001
JNTY: CUMBERLAND
I E OF DEATH: 06/23/2001
TOTAL AMOUNT PAID:
$19.22
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS