HomeMy WebLinkAbout01-0974
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21-C/-9? Y
ACN 01149847
DATE 10-19-2001
REV-lS43 EX AFP C09-00>
EST. OF RUTH S DURDEN
S.S. NO. 051-03-4417
DATE OF DEATH 06-12-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
[Xl CHECKING
D TRUST
D CERTIF.
WILLIAM G DURDEN
212 W HIGH 5T
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
ALLFIRST FINANCIAL SERVICES has provided the Department with the information 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 information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the ComMonwealth
of Pennsylvania. Questions may be answered by calling (7171 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0054456775 Date 11-24-1997
Established
Account Balance
Percent Taxable
AMount Subject to
Tax Rate
Potential Tax Due
)(
1,187.60
50.000
593.80
.15
89.07
TAXPAYER RESPONSE
To insure proper credit to your account, two
(21 copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
)(
NOTE: If tax payments are made within three
(3) months of the decedent.s date of death,
you may deduct a 57. discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART
[!]
The above information and tax due is correct.
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 Department of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. c=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. c=J The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
If you indicate a different tax rate~ please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. A.ount Subject to Tax 4
5. Debts and Deductions 5
6. AMount Texable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line 5 of Tax COMPutation)
facts
and
DATE
\/?-/~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
WILLIAM G DURDEN
212 W HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
APPRAISEJlENT 1. ALLOHANCE.. OR DISALLOHANCE
OF DEDUCTION~~ AND ASSESSJlENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
ReCOfG2Cl of DATE
Register V:JiHs ESTATE OF
DATE OF DEATH
FILE NUMBER
.01 ole 17 Pl2 :03 COUNTY
SSN/DC
ACN
REV-1548 EX AFP Cl2-00)
12-17-2001
DURDEN
06-12-2001
21 01-0974
CUMBERLAND
051-03-4417
01149847
RUTH S
PA ~m~:"aIXj'
Allount Rellitted
PA
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 ~
RtE-v=is41i-ix--AFP--fi1f:ool------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-17-2001
ESTATE OF DURDEN
RUTH
S DATE OF DEATH 06-12-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0974
TAX RETURN WAS:
S.S/D.C. NO. 051-03-4417
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01149847
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES
ACCOUNT NO.
0054456775
TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 11-24-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
1~187.60
0.500
593.80
.00
593.80
.15
89.07
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT1 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 (-)
10-22-2001 CDOOO423 .00 89.07
TOTAL TAX CREDIT 89.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)~ YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DURDEN WILL lAM G
212 W HIGH STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 051-03-441 7
FILE NUMBER: 21-2001- 0974
DECEDENT NAME: DURDEN RUTH S
DATE OF PAYMENT: 10/23/2001
POSTMARK DATE: 10/22/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/12/2001
NO. CD 000423
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
01149847 I $89.07
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: WILLIAM G DURDEN
CHECK# 1341
SEAL
INITIALS: AC
RECEIVED BY:
$89.07
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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