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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 /~> /'.,~> ;. ,I, U ?"'~ i ;.' !." ~ ;-:;"..,- i.~. ~_0 ,", Q ,'-'-' - ,":) L'L C 9 " :v lo,.., "',., " ~ " I / ~, '".. (. 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