The URL can be used to link to this page

Home My WebLink About02-0410 " I~"AX TRANS MITT AL FAX 1/ eg /-0 c:2r::; ~) ATrN TO ~-<>~/ ~oL" C}n(ft ~ <. ~~-- FROM DATE -?- ?- L2 q. -: CALL (717) 2.40-<o3tl5FO!\ ANY [NQUffiI:ES FROM ~..~ ~LUb.-!__ County of Cumberland One Courthouse Square Carlisle, PA 17013-3387 .. F' A.Y.. # (7 1 7) . 240-7797 PACE ONt.: OF y "....-.... '~~f:~\~t~..;,:. ' ,:t~:':"-q';;s,' , \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 -0,;) - 4./ /D 02112677 03-20-2002 REV-1545 EX AFP 109-001 '02 APR 24 P 1 :O~j EST. OF ESTHER M JOHNSON S.S. NO. 168-36-9362 DATE OF DEATH 02-13-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [i] CHECKING D TRUST D CERTIF. GLADYS B DORTY 11005 MORGAN DR "' ..... SHIPPENSBURG P1~O~~~7-892o REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICE has provided the Departllent with the inforntion listed below which has been 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 insti~ution, attach a COpy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax~ of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0036728918 Date 08-01-1997 Established x 1,220.52 50.000 610.26 .15 91. 54 TAXPAYER RESPONSE To insure prDper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may 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. [] 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. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART If you indicate a different tax rate, please state your ~ relationship to decedent: TAX RETURN - COHPUTAT!~N 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 OF TAX OM 10INT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 PART DEBTS AND DEDUCTIONS CLAIMED [!] DATE PAID PAYEE DESCRIPTION Jf.!l~O ~ I ~uW>k<- )I ~~ L. r1~u"t_~ ~?' TOTAL (Enter on Line 5 of Tax Computation) AMOUNT PAID q/, ~-'f I $ /7 -.$9'-c:v have reported above are true, correct and HOME (')1'7) ...;".3 0 - I ??S'O WORK () il/~' 17;1... TELEPHONE NUMBER ATE' perjury, I declare that the facts I now ledge and belief. /7-6' 9- .y \; BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP (01-02> GLADYS B DORTY 11005 MORGAN DR SHIPPENSBURG PA 17257-8920 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-10-2002 JOHNSON 02-13-2002 21 02-0410 CUMBERLAND 168-36-9362 02112677 Allount Rellitted ESTHER M I, MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V=is1ri-E)f-AFii-coi-:02j------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-10-2002 ESTATE OF JOHNSON ESTHER M DATE OF DEATH 02-13-2002 COUNTY CUMBERLAND FILE NO. 21 02-0410 TAX RETURN WAS: S.S/D.C. NO. 168-36-9362 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02112677 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACCOUNT NO. 0036728918 TYPE OF ACCOUNT: () SAVINGS (X> CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-01-1997 X 1,220.52 0.500 610.26 .00 610.26 .15 91.54 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 TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-12-2002 CDOO1106 4.58 91.54 TOTAL TAX CREDIT 96.12 BALANCE OF TAX DUE 4.58CR INTEREST AND PEN. .00 TOTAL DUE 4.58CR . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUFIEAU OF INDIVIDUAL TAXES DEPT. 280601 HAHRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DaRTY GLADYS B 11005 MORGAN DR SHIPPENSBURG, PA 17257-8920 ____un fold ESTATE INFORMATION: SSN: 168-36-9362 FILE NUMBER: 2102-0410 DECEDENT NAME: JOHNSON ESTHER M DA TE OF PAYMENT: 04/24/2002 POSTMARK DATE: 04/12/2002 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2002 NO. CD 001106 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02112677 I $91.54 I I I I I I I I TOTAL AMOUNT PAID: $91.54 REMARKS: GLADYS B DaRTY CHECK#1236 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS