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
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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. )