HomeMy WebLinkAbout02-0863
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
AEV-1162 EX(11-96J
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MARPOE BONNIE F
1044 ASHTON DRIVE
SHIPPENSBURG, PA 17257
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ESTATE INFORMATION: SSN: 204-03-' 095
FILE NUMBER: 2102-0863
DECEDENT NAME: MENTZER ANNA R
DATE OF PAYMENT: 09/24/2002
POSTMARK DATE: 09/23/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 08/01/2002
NO. CD 001648
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
02141583 I $39.65
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TOTAL AMOUNT PAID:
REMARKS: BONNIE F MARPOE
CHECK# 1006
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$39.65
MARY C. lEWIS
REGISTER OF WillS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z8060l
HARRISBURG, PA 17128-0601
*'
I
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21-a.:2-&'6.E
02141583
09-20-2002
REV-U4S UAFP n,-,n
'02
2<1
,l,'~ '1
TYPE OF ACCOUNT
EST. OF ANNA R MENTZER 0 SAVINGS
5.5. NO. 204-03-1095 IXJCNECKING
DATE OF DEATH 08-01-2002 0 TRUST
. .-,COUNTY CUMBERLAND 0 CERTIF.
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REMIT PAYMENT AND FORNS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BONNIE F MARPOE
1044 ASHTON DR
SHIPPENSBURG PA 17251
Ct\
ORRSTOWN BANK has pravidlild tha IhIpart.nt with thB inforl!ation listed balow Mhich has bHn used in
calculating tha potential tax due. ThBlr rBcords indicatB that at the death of the above deced..t~ YOU were a joint ownBr/beneficisry of
this account. If you fe.l this infor~tion is incorr8Ct~ please obtain written correction fro. the financial institution~ attach a copy
to this fOri! and return it to thB above addrBss. This account is taxable in accordl!lnc. with the InhBrltancB Tax Ll!IWs of th. COIIlIDnwealth
of P......SYIYDnii!ll. Questions lIey bB en_red hy r.elllng (717) 787-8327.
COMPLETE PART 1 BELOW
Account No. 513385
Il Il Il SEE
Date
Established
REVERSE SIDE FOR
10-01-1982
FILING AND PAYMENT INSTRUCTIONS
Account Balance 556.49
Parcent Tex&bla X 50.000
AlIOUnt Subject to Tax 278.25
Tax Rata X .15
PotanUel Tax Qua 41.74
PART TAXPAYER RESPONSE
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..... n._. ..n.. ......_ _nt. ,~. t."",,,, =.r,,=.m=.~ !i!;:,!i!_._._.~,~. .,.,.,.~,r,.~'i.~.r,3
To insure proper cr.di t to your account, tNO
(2) copies of this notice IIUst eCC::DIIpany your
pay.ant to the Rqisur of WUls. Make check
payable to: "Register of WillS, Agent".
NDTE: If tax paY.Wlts are aacle wi thin thrH
(3) .onths of the decedBnt"s date of death~
you I18Y deduct 8 5% diSCount of the tax due.
Any inhBrltance tax dull will b.cOlle d&1inquant
niM (9) .onths aftBr the dl!lte of ...th.
[CHECK ]
ONE
BLOCK
ONLY
A. DrJ The abovs informltion and tax due is correct.
1. Vou .ay choose to r..it paylllent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you .ay ChBCk box "An and rBtunn this notiCB to thB Register of
Wills and an official aSSBssgent will bB issued by the PA Dapartaant of Revenue.
B. D ThB abOVB SSSBt has bBsn or will bB rsportBd and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's represBntative.
c. D ThB above inforllBtion is incorrect and/or debts and deductions were paid by you.
You .ust cOllplet. PART 0 and/or PART [!] below.
If you indicate. different tax rat., please stat. your
relationship to decedent:
PART
[!]
TAX RETURN - COMPUTATION OF TAX ON JOINT,TRUST ACCOUNTS
LINE 1. o..te E.tllblishad 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
S. Debts and Deductions S
6. Amount Taxable 6
7. Tax Rat. 7 X
8. Tax Due 8
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
.
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Ent.r on Line S of Tax Conputation)
of perjury, I declare that the facts I have reported IIbov.
of my knowledge end belIef.
I
,
and
\
/'7- fie) - Y'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*'
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOKANCE OR OISALLOKANCE
OF DEDUCTION.., AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV.1548 EXAFP Ul-U21
BONNIE F MARPOE
1044 ASHTON DR
SHIPPENSBURG
'(}-.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
12-02-2002
MENTZER
08-01-2002
21 02-0863
CUMBERLAND
204-03-1095
02141583
ANNA
R
-'
Allount Re..itted
PA,17257
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 ...
Rifv=isiii-EiC-AFii-fol-=ozl------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-02-2002
ESTATE OF MENTZER
ANNA
R DATE OF DEATH 08-01-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0863
TAX RETURN WAS:
S.S/D.C. NO. 204-03-1095
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
02141583
FINANCIAL INSTITUTION: ORRSTOWN BANK
ACCOUNT NO.
513385
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
10-01-1982
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
556.49
0.500
278.25
.00
278.25
.15
41. 74
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."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-23-2002 CDOO1648 2.09 39.65
TOTAL TAX CREDIT 41.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER TMIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS TNAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDlr' ( CRJ, YOU MAY BE DUE A REFUND.
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