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