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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
) 7 - J? -0
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 .0' -I OO~
ACN 01149826
DATE 10-19-2001
REV-1545 EX AFP [09-001 I
EST. OF ELIZABETH GIEHLER
S.S. NO. 174-20-1371
DATE OF DEATH 07-09-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
[X] CHECKING
o TRUST
o CERTIF .
ALFRED F GIEHLER
705 HALDEMAN AVE
NEW CUMBERLAND PA 17070
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PENNSYLVANIA STATE BANK 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
oT P~nnsyivania. QOQstions may ua an~~dr~d by calling (711) 187-3327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 10116713 Date 04-10-1997
Established
x
3,012.09
50.000
1,506.05
.045
67.71
TAXPAYER RESPONSE
To insure proper credit to your account, two
(Z) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5~ discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
Tax
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~ 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 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.
[] 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.
[] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
x
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 Subject to Tax
5. Debts and Deductions
6, Amount Taxable
7. Tax Rate
8, Tax Due
TAX ON JOINT/TRUST ACCOUNTS
OF
1
2
3
4
5
6
7
8
x
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
Under penalties of
complete to the best of
l'
perjury, I declare that the
my knowledge and belief.
)f; .&Jt.~
facts I have reported
HOME (1/
WORK (
TELEPHONE
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
GIEHLER ALFRED F
705 HALDEMAN AVE.
NEW CUMBERLAND, PA 17070
___n___ fold
ESTATE INFORMATION: SSN: 174-20-1371
FILE NUMBER: 21-2001- 1002
DECEDENT NAME: GIEHLER ELIZABETH
DATE OF PAYMENT: 11/01/2001
POSTMARK DATE: 10/31/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 07/09/2001
NO. CD 000466
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
01149826 I $67.77
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ALFRED F GIEHLER
CHECK# 2146
SEAL
INITIALS: PB
RECEIVED BY:
$67.77
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
/7-/cP-~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOMANCE OR DISALLOWANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-15~8 EX AFP <l2-DDl
ReCOrClC(;
Regi~JEi'
of
Wills
ALFRED F GIEHLER
705 HALDEMAN AVE
NEW CUMBERLAND
001
NOV 30 P3 :20
PA ~7et*o
CA.unberlanc Co., t-'A
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
12-03-2001
GIEHLER
07-09-2001
21 01-1002
CUMBERLAND
174-20-1371
01149826
ELIZABETH
Amount Remitted
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 ~
Rifv=is4-8-E)f-AFFi-(i2~OO)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-03-2001
ESTATE OF GIEHLER
ELIZABETH
COUNTY
CUMBERLAND
DATE OF DEATH 07-09-2001
FILE NO. 21 01-1002
TAX RETURN WAS:
S.S/D.C. NO. 174-20-1371
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PENNSYLVANIA STATE BANK
ACN
01149826
ACCOUNT NO.
10116713
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
04-10-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
3,012.09
0.500
1,506.05
.00
1,506.05
.45
67.71
X
X
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 (-)
10-31-2001 CDOO0466 .00 67.71
TOTAL TAX CREDIT 67.71
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 PAYMENT IS REQUIRED.
U TnTAI nUF IS REFLECTED AS A "CREDIl""..L~~.l.!. Y,?U MAY BE DUE A REFUND.