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Home My WebLink About01-0978 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21~/- 9 ") ~ ACN 01149846 DATE 10-19-2001 REV-1545 EX AFP CD9-00) TYPE EST. OF MARGARET J GLADFELTER S.S. NO. 161-34-1239 DATE OF DEATH 05-17-2001 COUNTY CUMBERLAND OF ACCOUNT D SAVINGS 0Cl CHECKING D TRUST D CERTIF. PAUL F GLADFELTER 219 S 4TH ST LEMoYNE PA 17043 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 ALLFIRST FINANCIAL SERVICES has provided the Depart.ent with the infor_ation 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 infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth o~ Pennsylvania. Question~ .&y be enswered by calling (717) 187-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0037437488 Date 03-28-1969 Established Account Balance Percent Taxable Amount Subject to Tax Tax Rat. I- i ~ec:L\ Potential Tax Due x 512.08 50.000 256.04 ~ ~ 04S" 38.41 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: nRegister of Wills, Agentn. x NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent's date of death, you .ay deduct a 5Z discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. PART [!] [CHECK ] ONE BLOCK ONLY A. D The 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 interest, or you .ay check box "An and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart_ent of Revenue. B. D;rThe above asset has been Dr will be reported and tax paid with the Pennsylvania Inheritance Tax return t e filed by the decedent.s representative. C. 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 LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 ON JOINT/TRUST ACCOUNTS If you indicate a different tax rat~~ please state your relationship to decedent: ~~~ K ~_ 0-4- - -.()() PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION V AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) declare that the facts I and belief. \/ //-/6-"/ .::v\. r~ _....~-~.j ~~'-<:~~;J.~~J,--- ~,lJi~..~;f.~IP.~~~'''"~- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D6Dl HARRISBURG, PA 171Z8-D6Dl *' NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOWANCE OR DISALLOWANCE OF DEDUCTION~.t.AND ASSESSKENT OF TAX ON JOINTLY nELD OR TRUST ASSETS REY-1548 EX AFP n2-00) Recorc(:;..c Reqisl" i:}T PAUL F GLADFEL T~p2 JAN 18 P 3 :45 219 S 4TH ST LEMOYNE PA(]ilJ.~3 r.tfrnberiari\ ; , [-:1\ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 01-21-2002 GLADFELTER 05-11-2001 21 01-0978 CUMBERLAND 161-34-1239 01149846 Allount Rellitted J MARGARET 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-v:i5~8-Ex--AFP--(i2-:ooi------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-21-2002 ESTATE OF GLADFELTER COUNTY CUMBERLAND MARGARET J DATE OF DEATH 05-17-2001 FILE NO. 21 01-0978 TAX RETURN WAS: S.S/D.C. NO. 161-34-1239 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACN 01149846 ACCOUNT NO. 0037437488 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 03-28-1969 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 512.08 0.500 256.04 417.00 .00 .45 .00 TAX CREDITS: 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." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )