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HomeMy WebLinkAbout01-1106 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG I PA 171Z8-0601 *' /7~~- ~ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE ~i. NO. 21 -0/-11 ofo (../ 01150877 11-08-2001 IE'I-1545 EX 'FP U9- 00) "01 DIG -4 All:52 TYPE EST. OF JOSEPHINE V WEVODAU S.S. NO. 201-18-6991 DATE OF DEATH 06-11-2001 COUNTY CUMBERLAND OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF . AecoraeG- of Re{j'sts( of \NilIs PA REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 JESSIE D BILLER 28 SUNNY LN DILLSBURG C:erk-(); PA tlRn8enancj -~ \jOurr. M & T BANK has provided the Depart.ent with the infor_ation listed beloN Nhich has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent I you were a ioint owner/beneficiary of this account. If you feel this infor.ation is incorrectl please obtain written correction fro. the financial institution I attach a copy to this far. and return it to the above address. This account is taxable in accordance wIth the Inheritance Tax Laws of the Co__onwealth of Psnnsylv~nia. Questions .ay be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1237810 Date 06-10-2001 Established x 1,792.61 50.000 896.31 .045 40.33 TAXPAYER RESPONSE To insure proper credit to your accountl two (Z) caples 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 Subiect 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 57. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. r:YThe 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 interestl or you .ay check box "A" and return this notice to the Register of Wills and an official asses~ent will be issued by the PA Depart.ent of Revenue. 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=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. PART ~ TAX RETURN - COMPUTATION OF TAX ON LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. A.ount Subiect to Tax 4 5. Debts and Deductions 5 6. A.ount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I I TOTAL (Enter on Line 5 of Tax Co.putationJ $ Under penalties of perjury, I declare that the facts I have reported abO~ are true_, _correct co.plete to the best of .y knowledge and belief. HOM (/7'J/l (;::?/J. /7 /:..~L: 'Y1. oJ) A.; WOR~ (/~'I ~~<:./; '.fI'" JCl TAXP~~~ "1h.fr) TELEPHON- NU-B-R and DATE 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 BILLER JESSIE D 28 SUNNY LANE DILLSBURG, PA 17019 ______u fold ESTATE INFORMATION: SSN: 201-18-6991 FILE NUMBER: 21 - 2001 - 11 06 DECEDENT NAME: WEVODAU JOSEPHINE V DA TE OF PAYMENT: 12/04/2001 POSTMARK DATE: 11/29/2001 COUNTY: CUMBERLAND DATE OF DEATH: 06/11/2001 NO. CD 000597 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01150877 I $40.33 I I I I I I I I TOTAL AMOUNT PAID: $ 40.33 REMARKS: JESSIE 0 BILLER CHECK# 2376 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS .t-', .i~'f' . if'.yt~ /:ill .:f1"~l!;:.,':~f '; ~t.' .\:--' MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE /7- :25-"* 1~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 JESSIE D 28 SUNNY LN DILLSBURG .02 JAN-4 BILLER Clet:f7 019 cttrtilJenanCi NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION5, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recorcc,_. of DATE AegiE,tc ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN REV-iS.' EX AFP (12-00) Pl2 =04 12-31-2001 WEVODAU 06-11-2001 21 01-1106 CUMBERLAND 201-18-6991 01150877 JOSEPHINE V Allount Rellltted 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 ~ iifi=is41i-e:x:-AFP--fi1f=ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-31-2001 ESTATE OF WEVODAU JOSEPHINE V DATE OF DEATH 06-11-2001 COUNTY CUMBERLAND FILE NO. 21 01-1106 TAX RETURN WAS: S.S/D.C. NO. 201-18-6991 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01150877 FINANCIAL INSTITUTION: M & T BANK ACCOUNT NO. 1237810 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-10-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,792.61 0.500 896.31 .00 896.31 .45 40.33 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: PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-29-2001 CDOO0597 .00 40.33 TOTAL TAX CREDIT 40.33 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 PAYHENT IS REQUIRED. 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