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Home My WebLink About02-0323 /70/? h,,llh,,lth,,,,,lh,il,,,th,,lhhh,,,hh:,.t COHHONW£ALTH OF PENNSYLVANIA DE~RTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES fiEPT. 289601 HARRISBURG, PA 171ZB-0601 REV-1S~i3 EX AFP (09-00) ZNFORNATZON NOTICE AND TAXPAYER RESPONSE FILE NO. Il- ' 3~ ACN 0211085q DATE 05-18-2002 MARGARET M BAIAD q BUDD DR NEWTOWN CT EST. OF MARGARET SAIDIS S.S. NO. 08~-09-7879 .~]IATE_4 OF DEATH 01-25-2002 *~COUNTY CUMBERLAND TYPE OF ACCOUNT [] CHECK/NO [] TRUST [] CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 ALLFIRST BANK has provided the Department with the information listed below ehich has been used in calculating the potential tax due. Their records indicate that et the death of the above decedent, you acre a joint OCher/beneficiary of this account. If you feel this information is incorrect, please obtain written correction frae the financial institution, attach a copy to this for~ and return it to the above address. This account is taxable in accordance Pith the Inheritance Tax Lams of the Commonwealth of Pennsylvania. Ouostion= may ba ansNer;~ by calling (717) 7&7-S3ZT. COMPLETE PART 1 BELOW # # # SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 007508576:5 Date 08-Z8-196q Established Account Balance 1, OqO. Z9 Percent Taxable X 16. 667 Amount Sub~ect to Tax 17~. ~9 Tax Rate X .15 Potential Tax Due 26.01 To insure proper credit to your account, (Z) copies of this notice must accompany your payment to the Register of Hills. Hake check payable to: "Register of gills, Agent". NOTE: If tax payments are made eithin three (3) months of the decedent's date of death, you ~ay deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. ~-/~The above information and tax due is correct. ~ 1. You may choose to remit payment to the Register of Wills Pith two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of ONE ~ #ills and an official assessment mill be issuad by the PA Department of Revenue. BLOCK J s. [] The above asset has been or will be reported and tax paid .lth the Pennsylvania Inheritance Tax return ONLY to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions ~ere paid by you. PART TAX LINE You must complete PART [] and/or PART []below. Zf you indicate a different tax rate, please state your rslat/onsh/p to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Date Established 2. Account Balance 2 $. Percent Taxable 3 ~ q. Amount Subject to Tax q. 5. Deb~s and Deductions 5. 6. Amount Taxable 6, 7. Tax Rata 7 ~ 8. Tax Duo 8, PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under penelt/es of perjury, Z declare that the facts I have reported above are true) correct and _ complete to the best o~edge and belief. HOME ( ~ ) t~t ~.~ ~ 0 J 0 ~ WORK c 3->G-o GNAT.REm~~~ TELEPHONE NUMBER DATE 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 001022 BAIAD MARGARET M 4 BUDD DRIVE NEWTOWN, CT 06470-1604 ........ fold ESTATE INFORMATION: SSN: 084-09-7879 FILE NUMBER: 2102-0323 DECEDENT NAME: SAIDIS MARGARET DATE OF PAYMENT: 04/01/2002 POSTMARK DATE: 03/28/2002 COUNTY: CUM BERLAN D DATE OF DEATH: 01/25/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02110834 $26.01 REMARKS: MARGARET M BAIAD TOTAL AMOUNT PAID: $26.01 SEAL CHECK# 2011 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES /NHERZTANCE TAX DZVTSTOH DEPT. 280601 HARRTSBURG, PA 17228-06n1 MARGARET 4 BUDD DR NEWTOWN M BAIAD COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY NELD OR TRUST ASSETS DATE 04-29-Z002 ESTATE OF SAIDIS DATE OF DEATH O1-Z5-ZOOZ FILE NUHBER COUNTY APR 27 P.~:?SSN/DC ACN 21 02-0525 CUHBERLAND 084-09-7879 02110854 MARGARET Amoun'~ Remi'l:'~ed HAKE CHECK PAYABLE AND RENTT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-15~8 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-29-2002 ESTATE OF SAIDIS MARGARET DATE OF DEATH 01-25-2002 COUNTY CUMBERLAND FILE NO. 21 02-0525 S.S/D.C. NO. 084-09-7879 ACN TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED 02110854 JOINT OR TRUST ASSET ZNFORHATZON FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 0075085765 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-28-1964 Accoun~ Balance 1,040.29 Percen~ Taxable ~ 0.166 Amoun~ Sub~ec~ ~o Tax 175.59 Debts and Deductions - .00 Taxable Amoun~ 175.59 Tax Ra~e X .15 Tax Due 26.01 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 05-28-2002 CD001022 1.50 26.01 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 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 NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 27.51 1.5OCR .00 1.50CR BUREAU OF 'rNDZVZDUAL TAXES TNHERTTANCE TAX DTV/STON DEPT. 280601 HARRISBURG, PA 17128-0601 ROBERT C SAIDIS $22 E MEADOW DR MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEHENT. ALLOHANCE OR DXSALLOHANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS BATE 02-17-2005 ESTATE OF SAIDIS BATE OF BEATH 01-25-2002 FILE NUHBER 21 02-0525 i~COUNTY CUHBERLAND SSN/DC 08q-09-7879 ACN 02110855 Amoun~ RBmi~ed REV-15¢i8 EX AFP (01-05~ MARGARET HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LXNE ~* RETAIN LOWER PORTION FOR YOUR RECORDS *~ ~-:i~'~-~--~P~--~i~-~' ................................................................................... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-17-2005 ESTATE OF SAIDIS HARGARET DATE OF DEATH 01-25-2002 COUNTY CUMBERLAND FILE NO. 21 02-0323 S.S/D.C. NO. 08q-09-7879 ACN 02110855 TAX RETURN WAS: (X) ACCEPTED AS FILED ¢ ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 0075085763 TYPE OF ACCOUNT: ¢ ) SAVINGS (~ CHECKING ¢ ) TRUST ¢ ) TIHE CERTIFICATE DATE ESTABLISHED 08-28-196~ Accoun~ Balance 1,0q0.29 Percen~ Taxable X 0.166 Amoun~ Sub~ec~ ~o Tax 173.39 Debts and Deduc~/ons - .00 Taxable Amoun~ 173.39 Tax Ra~e X .15 Tax Due 26.01 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT 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 RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 02-25-2003 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORH INTEREST AND PEN. TOTAL DUE ~ ZF PAID AFTER THIS DATE., SEE REVERSE FOR CALCULATION OF ADDITIONAL TNTEREST. ~ { ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS RE{~UIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" { CR}, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR INSTRUCTIONS. ) .00 26.01 .~9 26.50