HomeMy WebLinkAbout02-0851
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COMMONWEALTH OF PENNSYLVANIA
DEPARTttENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*'
FILE
ACN
DATE
NO. 21 -0,:)- tRS'1
02139000
09-10-2002
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REV-15UEXAFPu,.on
'Uf-
EST. OF MARGARET B GROVE
S.S. NO. 164-50-2750
DATE OF DEATH 06-25-2002
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF.
E'
, ')
'-
GLADYS G SCASSER
1604 LIZ BURNS PL
MECHANICSBURG PA WP55-5937
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST BANK has provided the Dllp8rtJMnt with the inforllstion listed balON which has bHn used in
calculating the potential tax due. Thill rltCords indicate that at the death of the above dacBdBnt, you were a joint DMI'KIr/beneficiary of
this account. If you feel this infor_t on is incorrect.. pless8 obtain written carrsetion f~DII u,. financial institution.. attach a copy
to this for. and return it to the above addrlillss. This account is taxable In accordance tdth the Inheritance Tax laws of thlil CCIII.unwlill81th
of Pennsylvania. QuBstians .BY be ens.. red by calling (717) 787-8327.
COMPLETE PART 1 BEL ON
Account No. 38944103
. . SEE REVERSE SIDE FOR
Date 09-28-1970
Established
FILING AND PAYMENT INSTRUCTIONS
To insure proper credit to your acCD....t~ tltO
(2) copies of this notice .ust 8CCO~ your
PBYIlent to the Register of Wills. Make check
payable to: "Register of Wills~ AgentR.
Acco..,t Balance 476.29
Percent Taxllble X 50.000
Allount Subjact to Tax 238. 15
Tax Rate X .15
PotanUal Tax Due 35 . 72
PART TAXPAYER RESPONSE
[!] ilrn._:m.l~.!_~[;~. ~!~._~~.~.~.~~,IC;~~~.WIJl[,,:;.;;_~"~.~I.-II~.~g~~
NOTE: If tex PIllYII....ts are 1IBd. within three
(3) .onths of UlB decad8nt"s date of d_th~
you way deduct II 5% discount of the tax due.
Any InhBritance tl!Ix due wUl becOIHI dlllinquent
nine (9) IIDnths afte... the date of death.
A. 0 The abDv infonation and tax due is correct.
1. You ay choose to rnit PBYnnt to the Register of Wills wiUl b.o copies of this notice to obtain
II dl aunt or avoid intarest, or YOU eBY check box "An Bnd return this notiCB to the Register of
Will and an official asses~ent will be issusd by the PA Depart.ent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. [] The abo asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be f ed by the decedent"s representative.
c. ~ The abo infor.ation is incorrect and/or debts and deductions were paid by you.
{You .us cOllplete PART ~ and/or PART ~below.
If you indiCBt. a diffe an~~~.rate, ~laase st.t. your
relationship to d~den : ~~~
PART
~
TAX RETURN - COMPUTATION
LINE 1. Oat. Est.blished
2. AccOUlt B.lance
3. Percent Taxable
4. AlIOUnt Subject to Tax
S. Debts and Deductions
6. bount Taxable
7. Tax Rate
8. Tax Due
PART
~
DATE PAID
~~
PAYE
-;I.
-0
Under penalties of per
cOllPlate to the be~ DY
.6. S 'lI A UR
ACCOUNTS
F TAX ON JOINT/TRUST
1 9- J~-19'7t:J
2 '17&..29
: X .zfJ-
1 : vx-;- '"
DEBTS AND DEDUCTIONS CLAIMED
~~~tJG-.2J-:'tI;:a
DESCRIPTION
AMOUNT PAID
dP"
.~
I". 0 0
TOTAL (Enter on Line 5 of Tax C~utation)
.
ury, I decla~ th.t the facts I
wledge and belief.
have ~ported above .,.. true, correct
7/7 7~tb -.;7791':)
A//'J
BER
O~~~-tl2.
and
\,/
7- .f??- /.;v COMMONWEALTH OF PENNSYLVANIA *'
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEKENT4 ALLONANCE OR DISALLONANCE
OF DEDUCTION HE AND ASSESSMENT OF TAX ON
JOINTLY LD OR TRUST ASSETS REV-1541EX AfP UI-IU
DATE 12-02-2002
ESTATE OF GROVE MARGARET B
DATE OF DEATH 06-25-2002
FILE NUMBER 21 02-0851
"' ~ - <'I, COUNTY CUMBERLAND
, "' t.J . SSN/DC 164-50-2750
GLADYS G SCASSER ACN 02139000
1604 LIZ BURNS PL I Amount R_itted I
MECHANICS BURG ~~. 17055-5937
,:.,
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 .....
RW=l5'4S-EX-j\lip-fOFozr- --------------------------------------------------------------------------------
NOTICE OF INHERITAN E TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASS SSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-02-2002
ESTATE OF GROVE MARGARET B DATE OF DEATH 06-25-2002 COUNTY CUMBERLAND
FILE NO. 21 02-0851 S.S/D.C. NO. 164-50-2750 ACN 02139000
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: AL FIRST BANK ACCOUNT NO. 38944103
TYPE OF ACCOUNT: ( ) SAV NGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 09-28- 970
Account Balance 476.29 NOTE: TO INSURE PROPER CREDIT TO
Percent Taxable y 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 238 . 15 UPPER PORTION OF THIS NOTICE
Debts and Deductions - 450.46 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate y .45 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $ , NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED A A "CREDIT" ( CR), YOU HAY BE DUE A REFUND.
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