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.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
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