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HomeMy WebLinkAbout02-0988COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 00181 1 WEAVER JEAN A 3272 SPRING ROAD CARLISLE, PA 17013-8741 fold ESTATE INFORMATION: ssN: ~a4-12-2475 FILE NUMBER: 2102-0988 DECEDENT NAME: SUTTON KATHERINE M DATE OF PAYMENT: 1 1 /05/2002 POSTMARK DATE: 1 1 /03/2002 CouNTY: CUMBERLAND DATE OF DEATH: 08/01 /2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 02142977 ~ 550.96 TOTAL AMOUNT PAID: REMARKS: JEAN A WEAVER SENT TO REVENUE 1 1-3-2002 CHECK# 2569 SEAL INITIALS: CW RECEIVED BY: MARY C. LEWIS REV-1162 EX(11-96) 550.96 REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA OEFA^TMENT OF REVENUE INFORMATION N OT I C E BUREAU OF INOIVIOUAL TAXES AND FILE N0. 21 U.~' q g~ DEPT. 280601 HARRISBURG, PA 1712E-o6oi TAXPAYER RESPONSE ACN 02142977 REV-1543 E% ~FP (09-00) DATE 10-07-'1002 TYPE OF ACCOUNT EST. OF KATHERINE M SUTTON ~ SAVINGS S.S. N0. 184-12-2475 ® CHECKING .__ DACE OF DEATH OS-O1-2002 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: JEAN A WEAVER REGISTER OF WILLS 3272 SPRING RD CUMBERLAND CO COURT HOUSE CARLISLE PA 17013-8741 CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICE has provided the Department with the information listed below which has bean 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 of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PARTi 1 BELOW * ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0082991405 Date 04-28-1975 Established To insure proper credit to your account, two C2) copies of this notice must accompany your Account Balance 679.4$ Payment to the Register of Wills. Make check Percent Taxable X 50.000 payable to: ^Register of Wills, Agent^. Amount Subject to Tax 339.74 NOTE: If tax payments are made within three Tax Rate X , 15 pp~~~~-,~f31 months of the decedent's date of death, s~ f/"`• you nay deduct a 5% discount of the t d Potential Tax DUe 50.96,^x. Q - ax ue. Any inheritance tax due will become delinquent 6 nine (9) months after the date of death PART TAXPAYER RESPONSE .:. ~'Afl!~::Ii~f#F.:,:,!w~ya.....~.iM~.iYwia~.~.,:tit _.:~,... ..~.y.~-v.....~:•.:._~_...... ..~,.,. ___..... _.._.... CHECK ONE BLOCK ] ONLY ... ~ ins above intormauon and tax due is correct. 1. Yau way choose to remit payment to the Register of Mills with two copies of this notice to obtain a discount or avoid interest, or you way 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. B. ~ 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. ~ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART 2^ and/or PART 3^ below. PART If you indicate a differs relationship to decedent: 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 PART DATE PAID PAYEE please state your OF TAX ON JOINT/TRUST ACCOUNTS DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and c replete to .the s~of ny knowledge and belief. HOME ( ' ~ ) .. L 2 ~ ~/ .~ ~ '~ ~.~- ~ ~ WORK C ~ ) ~ .~ ~ .~ 1 ~ ~ AXPAYER SIGNATURE Try rounur .~~~....~ ~_ _-_ '.~ ~i~- Q~ ~d BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT ALLOWANCE OR DISALLOWANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX pFP t81-82> DATE 12-16-2002 ESTATE OF SUTTON KATHERINE M DATE OF DEATH 08-01-2002 FILE NUMBER 21 02-0988 COUNTY CUMBERLAND JEAN A WEAVER SSN/DC 184-12-2475 3272 SPRING RD ACN 02142977 CARLISLE PA 17013-8741 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS r ------------------------ ------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-16-2002 ESTATE OF SUTTON KATHERINE M DATE OF DEATH 08-01-2002 COUNTY CUMBERLAND FILE N0. 21 02-0988 S.S/D.C. N0. 184-12-2475 ACN 02142977 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACCOUNT N0. 0082991405 TYPE OF ACCOUNT: ( ) SAVINGS ( ~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-28-1975 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 679.48 X 0.500 339.74 - .00 339.74 X_ .15 50.96 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 11-03-2002 CD001811 .00 50.96 TOTAL TAX CREDIT 50.96 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 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU MAY BE DUE A REFUND. SEE REVERSE STnF AF THTS FnraM Fnw TWCT QIIf`TTf-MC i BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT JEAN A WEAVER 3272 SPRING RD CARLISLE PA 17dI3-8741 REV-1607 E% RFP (01-027 DATE 12-16-2002 ESTATE OF SUTTON KATHERINE M DATE OF DEATH 08-01-2002 FILE NUMBER 21 02-0988 COUNTY CUMBERLAND ACN 02142977 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ ------------------------ ---------------------------------------------------------- REV-1607 EX AFP (01-02) ~(*~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~( ---------- ESTATE OF SUTTON KATHERINE M FILE N0. 21 02-0988 ACN 02142977 DATE 12-16-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-16-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 50.96 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 11-03-2002 CD001811 .00 50.96 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE ~ TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 50.96 .00 .00 .00