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HomeMy WebLinkAbout01-0911 \, /'7-/1-/6 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" ; ('..... '.->\.J, , 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. /O-/-(Jj DATE ,..,. ...., .::. ,..,. (.J ..... (.,i (_,I J't) (... - - - :- - ::: ~ \ ~ ~ . m <.0:111 5 m! iir 3: = . tl')~ ""0;:,= )>g:. ~~i C::)cD~ I\J c:: t1I "C - ~ ",.".... --- 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 1____- L__ I L_ 1 1 1 I I - --- I I I I I I I $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