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HomeMy WebLinkAbout02-0330CONNONHEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REV-1545 EX AFP (09-00) ZNFORHATZON NOTICE AND TAXPAYER RESPONSE FZCE NO. 21o 0;- 330 ACN 021129q0 DATE 05-21-2002 '02 APR-2 FRANCES M WATKINS 27 CIRCLE DR CARLISLE BARRA PA 1701 EST. OF MARGARET A GINSTY S.S. HO. 195-3Z-0055 DATE OF DEATH 12-22-2001 :ld~UNTY CUMBERLAND TYPE OF ACCOUNT F-'IsAVINGS ~X~CHECKING [--]TRUST []CERTIF. REHIT PAYHENT AND FORNS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CITIZENS BANK has provided the Department with the infar~ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you #ere a joint eerier/beneficiary of this account. I~ you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Lams of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART I BELON # # # SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 191-q01-565~ Date Account Balance Percent Taxable X Amount Subject to Tax Tax Rate X Potential Tax Due Established 01-01-1962 To insure proper credit to your account, twa (Z) copies of this notice must accompany your payment to the Register of Hills. Make check 1,70q. 65 payable to: "Register of Hills, Agent". 50.000 NOTE: If tax payments ars made within throe 852.33 (3) months of the decedant's date of death, '~'J~q S~.~.. you may deduct a SZ discount of the te. dua. ·%- Any inheritance tax due will become delinquent i27.85 (~ta~ nine (9) months after the date of death. PART TAXPAYER RESPONSE A. ~Tha above information and tax due is correct. 1. You may choose to remit payment to the Register of Hills with two copies of this notice to obtain -- CHECK e discount or avoid interest, or you may check box "A L ONE ~ NilIs and an official assessment mill be issued by the PA Department of Revenue. L OCK ~ The above asset has been or will be reported and tax paid eith the Pennsylvania Inheritance Tax return B. ONLY ~ to be filed by the dacedent's representative. C. ~The above information is incorrect and/or debts and deductions were paid by you. You east complete PART [] and/or PART ~ below. PART If you indicate a different tax rate, please state your relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable $ ~ q. Amount SubSoct to Tax q 5. Debts end Deductions $ - 6. Amount Taxable 6 7. Tax Rate 7 ~ 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties of perjury, Z declare that tho facts I have reported above ere true, correct and complete to tho best of my knowledge end belief. HOME (?/~ ) ~ ~. ~ / WORK ( ) TAXPAVER SIGNATURE TELEPHONE HUMBER DATE ~" BUREAU OF ZNDlrVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. ZS060X HARRISBURG, PA 1712&-0601 FRANCES H WATKINS 27 CIRCLE DR CARLISLE BARRA COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEHENT, ALLORANCE OR DZSALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOZNTL¥ HELD OR TRUST ASSETS PA 17015 REV-16~i8 EX AFP C01-02) DATE 09-02-2002 ESTATE OF GINSTY MARGARET DATE OF DEATH 12-22-2001 FILE NUMBER 21 02-0330 COUNTY CUMBERLAND SSN/DC 195-32-0035 ACN 021129q0 Amoun~ Remi~ed HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-IS48 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-02-2002 ESTATE OF GINSTY HARGARET A DATE OF DEATH 12-22-2001 COUNTY CUHBERLAND FILE NO. 21 02-0330 S.S/D.C. NO. 195-32-0035 ACN TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED 021129q0 JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CITIZENS BANK ACCOUNT NO. 191-q01-565~ TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 01-01-1962 Account Balance Percent Taxable X 0.500 Amount Subject to Tax 852.33 Debts and Deductions - 1,962.92 Taxable Amount .00 Tax Rate X .q5 Tax Due .00 TAX CREDITS: 1,70q.65 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS NOTICE WITFFYOUR TAX PAYHENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAVABLE TO: "REGISTER OF WILLS, AGENT."* PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUEI 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 REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 .00 .00 .00