HomeMy WebLinkAbout02-0975/l~- ~j`~ - ,~ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 2806D1 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-obol APPRAISEMENT ALLONANCE OR DISALLOWANCE
AND ASSESSMENT OF TAX ON
N
,
OF DEDUCTIO
REV-1548 E% ~FP (01-037
JOINTLY HELD OR TRUST ASSETS
DATE 01-20-2003
ESTATE OF SCHUBAUER ELIZABETH
DATE OF DEATH 03-22-2002
FILE NUMBER ~~-d~--~~~~7
COUNTY CUMBERLAND
- SSN/DC 172-24-8532
KIM E KELLY ACN 02143738
22 S 18TH ST Amount Remitted
CAMP HILL PA 17011-4810
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG_ THIS L_INE __-_______R_E_T_A__I_N__L__O_W_E_R___P_O_R__T_I_O_N FOR YOUR RECORDS ~
REV-1548 EX AFP (01-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ADATES 01-20-2003
ESTATE OF SCHUBAUER ELIZABETH DATE OF DEATH 03-22-2002 COUNTY CUMBERLAND
FILE N0. S.S/D.C. N0. 172-24-8532 ACN 02143738
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACCOUNT N0. 0950262127
TYPE OF ACCOUNT: ( ) SAVINGS (X? CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 02-07-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
5,856.70 NOTE:
~ 0.500 _
2,928.35
_ 5,153.30
.00
.15
.00
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 T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
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 S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED_AS A^'~CREDIT'O11^TCnuc YOU MAY BE DUE A REFUND.
/~-9~- i~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOT I C E
BUREAU OF INDIVIDUAL TAXES AN D
DEPT. 280601 TAXPAYER RESPONSE
HARRISBURG, PA 17128-0601
REY-1545 EX AFP (R9-RR)
FILE N0. 21 -C~- g ~~
ACN 02143738
DATE 10-09-2002
EST. OF ELIZABETH SCHUBAUER
S.S. N0. 172-24-8532
DATE OF DEATH 03-22-2002
COUNTY CUMBERLAND
KIM E KELLY
22 S 18TH ST
CAMP HILL PA 17011-4810
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICE 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
,..c p~nnsylva~i=_. flues*io..~ may bs answered by ^allirg (7P) 78?-8377_
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
ACCOUnt No. 0950262127 Date U2-07-2000 To insure proper credit to your account, two
Established (2l copies of this notice must accompany your
payment to the Register of Nills. Make check
Account Balance 5,856.70 payable to: ^Register of Wills, Agent^.
Percent Taxable X 5 0. 0 0 0
NOTE: If tax payments are made within three
Anount Subject to Tax 2, 928 • 35 (3) months of the decedent's date of death,
Tax Rate X , 15 You may deduct a 5% discount of the tax due.
AnY inheritance tax due will become delinquent
Potential Tax Due 439.25 nine C9) months after the date of death.
PART TAXPAYER RESPONSE
A. ~ The above information and tax due is correct.
ister
the Re
t t
of Wills with two copies of this notice to obtain
1. g
o
You may choose to remit paymen
or you nay check box "A^ and return this notice to the Register of
id interest
CHECK ,
a discount or avo
Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
C
BLOCK B. ~ The above asset has been ar will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N LY to be filed by the decedent's representative.
The
C above information is incorrect and/or debts and deductions were paid by you.
.
You must complete PART ~ and/or PART ~ below.
PART If you indicate a different tax rate, please state your
2 relationship to decedent:
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~~k ~'?
LINE 1. Date Established 1 '~'~=~?
2. Account Balance 2 - '~'''_'~'
3. Percent Taxable 3 ~"~'' ~'
4. Anount Subject to Tax 4 ~ q Z ~ ~~=~_`??,
5. Debts and Deductions 5 - ~ ~ ~ ~ ~ ~ `~~~_~_`~~'
6. Amount Taxable 6 ~ ~"~~`
7 . Tax Rate ~ ~'" ~~``'`
8 . Tax Due B ~
...........................
DESTS AND DEDUCTIONS CLAIMED
PART
0
...t om ., ,, T., aevFF DESCRIPTION
AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reportea aoove ears true, G,~YfcI-OGI a~...
couplet to the best o ny knowledge and belief. HOME C^]~ 7 ) ~J 7 ' Q ~ w
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