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Home My WebLink About02-0299CONNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRZSBURG, PA 17128-0601 REV-1~45 EX AFP (09-00) ZNFORHATZON NOTICE AND TAXPAYER RESPONSE EST. OF SARA E CHARLESTON S.S. NO. 210-26-9806 .~*.DATE OF DEATH 01-16-2002 · /-L~OONT¥ CUMBERLAND LOIS H KOHNLEIN 1605 LETCHWORTH RD E~g~ CAMP HILL PA 1701~t(T6221 I FZLE NO. 21-~-~ ACN 02112702 DATE 05-20-2002 TYPE OF ACCOUNT E~]SAVINGS [~]CHECKING [~]TRUST [--]CERTIF, REHZT PAYHENT AND FORHS TO: REGISTER OF WILLS CUH~ERLAND CO COURT HOUSE CARLISLE, PA 17015 ALLFZRST BANK has provided the Department with the information listed below which has been used in calculating the potential tax duo. Their records indicate that at the death of the above decodent~ you wore a joint owner/beneficiary o; this account. Zf you feD1 this information is incorrect, please obtain arJttan correction from the financial institution, attach a copy to this form and return it to tho above address. This account is taxable in accordance eith the Inheritance Tax La~s of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8527. COMPLETE PART 1 ])ELOW x # x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS PART TAX LTNE Accoun'l: No. 0000220012 Da~a 11-28-1967 To insure proper credit to your account, Established (Z) copies of this notice must accompany your Accoun~ Balance 2,278. qB payment to the Register of Hills. Hake check payable to: "Register of Nills~ Agent". Percan~ Taxable X 5 0.0 0 0 NOTE: If tax payments ars Bade within three Aeoun~ SubSac~: ~o Tax 1,159.2q c)) months of ~e decedent's date of death, Tax Ra~e X .15 you amy deduct a 52 discount of ~e tax due. Any Jnheritance tax due ~Jl1 become delinquent Po~en~[al Tax Oue [70,89 nine (9) months after ~e date of death. P~T TAXPAYER RESPONSE A. ~ The above ~nformatJon and tax due is correct. ]. You may choose to remtt payment to the Register of NJ[is ff[~ tho copies of th~s not~ce to obtain CHECK ~ , discount o~ avoid t-ta~ost, or you m,~ chock box "A" and ,,~,n this noti=, to tho e,¢star o; ONE NJ[is and an o~JcJa2 assessment Nj[[ be issued by the PA Department o~ Revenue. BLOCK ~ s. ~ The above asset has been or ~[~[ be reported and tax paid Ntth the Pennsylvania inheritance Tax return ONLY to be ;~[ed by ~e decedent's representative. C. ~The above [n~ormatJon Js ~ncorrect and/or debts and deductions Nero paJd by you. if yOU 2nd~ca~e a d[fferen~ ~x ra~ea p[ea;e s~a~e your RETURN- COHPUTATZON OF TA; 07~'¥ZNT/TRUST AOCOUNT~ 1, Date Es*abllshed 1 2, Accoun~ Balance 5. Percen~ Taxable 5 5. Debts and Deductions 5 - 6. Aaoun~ Taxable 6 7. Tax Ra~e 7 ~ Tax Due 8 8. PART DATE PAID DEBTS AND DEDUCTIONS CLAZMEn PAYEE DESCRIPTION AMOUNT PAID TOTAL (En*er on L/ne $ of Tax Co~pu~e~ion) Under penalties of perSury, Z declare ~ha~ ~ha fac~$ T have reported above ara *rue, conrac* and WORK ( __ ) ~ ~~ TAXPAYER STGNATURE ' TELEPHONE NUMBER COMMONWEALTH 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. REV-1162 EX(11-96) CD O0O995 KOHNLEIN LOIS H 1603 LETCHWORTH ROAD CAMP HILL, PA 17011-7527 ........ fold ESTATE INFORMATION: SSN: 210-26-9806 FILE NUMBER: 2102-0299 DECEDENT NAME: CHARLESTON SARA E DATE OF PAYMENT: 03/25/2002 POSTMARK DATE: 03/23/2002 COUNTY: CUMBERLAND DATE OF DEATH: 01/1 6/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02112702 $48.71 REMARKS: TOTAL AMOUNT PAID: $48.71 SEAL CHECK# 201 INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF XNDZVIDUAL TAXES ZHHERTTANCE TAX DZVXSZON DEPT. 280601 HARRTSBUR{~, PA 17128-0601 LOIS H KOHNLEIN'0~ 1605 LETCHNORTH RD CAHP HILL COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOHANCE OR DXSALLONANCE OF DEDUCTXON~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS PA~17011-7527 FILE NUHBER COUNTY SSN/DC ACN REV-15~I$ EX AFP (51-0Z) DATE 07-08-2002 ESTATE OF CHARLESTON SARA E DATE OF DEATH 01-16-2002 21 02-0299 CUHBERLAND 210-26-9806 02112702 Amoun~ Rmm/~ed HAKE CHECK PAYABLE AND REHXT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE REV-1548 EX AFP (01-02) RETAIN LOWER PORTION FOR YOUR RECORDS NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-08-2002 ESTATE OF CHARLESTON SARA E DATE OF DEATH 01-16-2002 COUNTY CUNBERLAND FILE NO. 21 02-0299 S.S/D.C. NO. 210-26-9806 ACN 02112702 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET ZNFORHATZON FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 0000220012 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 11-28-1967 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: Z,278.~8 X 0.500 1,139.2R - .00 1,159.2~ X .~5 51.27 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHXT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYHENT DATE 03-23-2002 RECEZPT NUHBER CD000995 DISCOUNT (+) INTEREST/PEN PAID (-) 2.56 ANOUNT PAID ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ~8.71 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 51.27 .00 .00 .00