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HomeMy WebLinkAbout01-0965 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BL~EAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG I PA 111Z8-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE ~ ...-./ NO. 21-01-966 01148247 10-16-2001 REV-1545 EX AFP (0'-001 * EST. OF PAUL E BITNER 5.5. NO. 202-20-6323 DATE OF DEATH 06-02-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST D CERTIF. DENNY E BITNER 269 LINCOLN ST CARLISLE PA REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 ALLFIRST FINANCIAL SERVICES 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 decedentl 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 Co..onwealth of Pen"s~lva"ia. Qu.stions 5ay be answered b~ calling (117) 737-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0010240756 Date 04-17-1992 Established x 50/\ 21509.79 50.000 11254.90 ~ tI.5 ('\' 188 2~ ~ St,.tJtJ TAXPAYER RESPONSE To insure proper credit to your accountl two (Z) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Willsl Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent.s date of deathl you .ay deduct a S~ discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART [!] [CHECK ] ONE BLOCK ONLY A. D 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. D 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. PART ~ TAX RETURN - 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 Af-/7 ,~ (]..5 <:11. 7ct .t;'C>.O(/O I 'J.'?tt. q () It to ;"D ~ OfJ l(. ?,\U ~ If you indicate a different tax ratel please state your relationship to decedent: x PART [!] DATE PAID <;].Vn 'I .~II DEBTS AND DEDUCTIONS CLAIMED I FUfl~("l TOTAL (Enter on Line 5 of Tax COBPutationl e.x&,.,c ~ AMOUNT PAID I # /;, 2,{J. · btJ $ Ii /.,:J..O .00 PAYEE 11(') IP fIlA .'" R~ fh. DESCRIPTION perjurYI I declare that the facts I .Y knowledge and belief. HOME correct and If} -/~M I DAT \ \' \,' . \ \ \'" . "\ \ \ \ ~~.;:~:....... ~'t; -t' OJ 1'0pue"'" . fIlNE"'L HlJOlE '. ~ ... c: c: 0 '" .. '1> ~... ~ "" 0 0 ~ ~;l G> ; ,; .. w. 3O'; ..w. ~ " _ft...=~t ~.. ~~\' ~ m ~ ~ 10 ; ,; f: '1\ ~ ~ ");' f,) ~ iiI 'l f. · 0 ~ 'ii ~ 0 g: ",:'3ll.~.~ "0.... i 5" -8 !!\ ~ 'l ~ !l e f._ ~ ~ ~_~ ~_. ~ ~ 6 ~ ~... 0 - i. ... .... ~.". 0 '" c:.,. 9. ~ '" % ;; '"' ~ ;a %. .,. 0 n <> 09. 1i "' 'S: i 'g (; ~ !! 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COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG1 PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOMANCE OR DISALLOMANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP (12-00) ReCGfLk Re'~j;' i.':.~.' '- of DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 02-04-2002 BITNER 06-02-2001 21 01-0965 CUMBERLAND 202-20-6323 01148247 Allount Re..itted PAUL E "02 FES-1 P 1 :42 DENNY E BITNER 269 LINCOLN ST CARLISLE P A ~li'{' CUln5&ft2; 'd!l F~l\6 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 ~ iifi=is4-i-ix--AFP--fiz-:ooi------------------------------------------------------------------------------------ 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 BITNER PAUL E DATE OF DEATH 06-02-2001 COUNTY CUMBERLAND FILE NO. 21 01-0965 TAX RETURN WAS: S.S/D.C. NO. 202-20-6323 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01148247 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0010240756 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-17-1992 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,509.79 0.500 1,254.90 4,620.00 .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 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. )