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Home My WebLink About01-1097 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 *' / 7-~t/.-- INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 -01-10'17 ACN 01157621 DATE 11-23-2001 REV-l!i45 EX AFP C09-DDl .01 NaV 30 All:47 EST. OF FLO M WESTCOAT S.S. NO. 164-28-0708 DATE OF DEATH 10-17-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [Xl CHECKING D TRUST D CERTIF. Recorded OtHce of Register of VViUs BARY P WRIGHT ~~~H~N~~~~~~G 5T p~'~;laCO~Op~ REHIT PAYHENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MELLON BANK has provided the Departllent with the infonation 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 Comllonwealth ofPen~sylvan!9_ Quest!cns ma~ be answered by calling (717) 7~7-8~Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 141-109-1174 Date 05-04-1981 Established Account Balance Percent Taxable Amount Subiect to Tax Rate Potential Tax Due )( 1,448.05 50.000 724.03 .15 108.60 TAXPAYER RESPONSE To insure proper credit to your account~ two (2) 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 51. 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. 1. 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 lIay 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 inforllation is incorrect and/or debts and deductions were paid by you. You IIUst cOllplete PART ~ and/or PART ~ below. TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subiect to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x x PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) facts I I $ HOME ( WORK ( TELEPHONE 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 WRIGHT BARY P 309 S MARKET STREET MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 164-28-0708 FILE NUMBER: 21-2001- 1097 DECEDENT NAME: WESTCOA T FLO M DA TE OF PAYMENT: 11/30/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/17/2001 NO. CD 000578 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01157621 I $103.17 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BARY P WRIGHT CHECK# 1778 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $103.17 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE / 7-r;;2~ - 9 * ? 7C' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTz ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX iFP U2-00) BARY Pl2 :04 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 12-31-2001 WESTCOAT 10-17-2001 21 01-1097 CUMBERLAND 164-28-0708 01157621 Allount Rellitted FLO M Recorcc<~' Reg,slc' P WR~Q~T JAN -4 309 S MARKET ST MECHANICSBURGClerl'PA 17055 C-'llnb' ;,'; -", n (", ,,' t;;:,,:::A>l,-," , 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 ~ RE-Y=is4-i-i)f-AFit-li1f:ooi------------------------------------------------------------------------------------ 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 WESTCOAT FLO M DATE OF DEATH 10-17-2001 COUNTY CUMBERLAND FILE NO. 21 01-1097 TAX RETURN WAS: S.S/D.C. NO. 164-28-0708 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01157621 FINANCIAL INSTITUTION: MELLON BANK ACCOUNT NO. 141-109-1174 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-04-1981 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 1,448.05 0.500 724.03 .00 724.03 .15 108.60 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 (-) 11-30-2001 CDOO0578 5.43 103.17 TOTAL TAX CREDIT 108.60 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 PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) ~~ ~ ~ \ ~~~ " ,~ ~' ~~.. ~~. ~~~ Cf ..J "', ~. \ ~,i . ~ \) I '.. " ~ :;:~ 1) ~ ~:::\ "'-r-,' ". "" C:.~ ~~.U ~'.. ~.. ~ ~ ~~ ~ ". ~~ ~ ~ ~ '1' r '\-I~ ~ ~ -~ \ :;-' 0> ~ - ~, ~~.' 3 ~. . -'" ~