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