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HomeMy WebLinkAbout01-0011 02 ;.-- ;t19 -;;- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' FILE ACN DATE NO. 21 0 I - 0 II 00118734 11-28-2000 INFORMATION NOTICE AND TAXPAYER RESPONSE REVISED NOTICE * * * * REV-1545 EX AFP C09-00) * EST. OF MARY J FISHBURN S.S. NO. 160-16-1046 DATE OF DEATH 12-01-1999 COUNTY CUMBERLAND TYPE OF ACCOUNl [i] SAVINI o CHECKl o TRUST o CERTIF WENDY S KEIM APT C311 1424 BRADLEY DR CARLISLE REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 'ul\ (";! \ PA 17013' PNC BANK has provided the DepartMent with the infor_tion 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 infor_tion is incorrect, please obtain written correction fro. the financial institution, attach a COpy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COM~nwealth 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. 5130043431 Date 10-01-1978 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due 2,860.90 50.000 1, 430.45 .15 214.57 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust aCCOMpany your paYMent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax paYMents are Made within three (3) .onths 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) .onths after the date of death. Tax x PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above infor.ation and tax due is correct. 1. You aay choose to reait payaent 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 assessaent will be issued by the PA Depart.ent 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. ~ above inforaation is incorrect and/or debts and deductions were paid by you. You ~ust cOMplete PART ~ and/or PART ~ below. PART [!] TAX RETURN - COMPUTATION lINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due If you indicate a different tax rate, please state your relationship to decedent: OF I 2 3 4 S 6 7 8 TAX PART @] DATE PAID DEBTS AND DED IONS CLAIMED -(JAC,e / /J/' ~ DESCRIPTION r~Z" 72<; j-O $ TOTAL (Enter on Line S of Tax Co.putationl T XPAVER declare that the facts I have reported above are true, correct and and belief. HOME (7/7) 21/~ 'I?/~~ WORK ( ) T LEPHONE NUMBER J2k~Jx; DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' ;) 1- ( 9' If - Y c7' INFORMATION NOTICE AND TAXPAYER RESPONSE REVISED NOTICE * * * FILE ACN DATE NO. 21 -0'-111/ 00118735 11-28-2000 * REY-1543 EX AFP 109-001 * EST. OF MARY J FISHBURN S.S. NO. 160-16-1046 DATE OF DEATH 12-01-1999 COUNTY CUMBERLAND TYPE OF ACCOUNl o SAVINI [i] CHECK] o TRUST o CERTIF i:__ REHIT PAYHENT AND FORHS TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WENDY S KEIM APT D311 1424 BRADLEY DR CARLISLE PA 1701t";l' PNC BANK has provided the Department.with the information 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 institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the ComMonwealth of Penn~ylvenia. Questions may be answere~ by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140074661 Date 09-01-1978 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due To insure proper 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". x 1,362.82 50.000 681.41 .15 102.21 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) Months of the decedent.s date of death, you may deduct a 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax x 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. ~he above information is incorrect and/or debts and deductions were paid by you. You MUst complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART [3J TAX RETURN - COMPUTATION 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 I 2 3 4 5 6 7 8 TAX x ON ""O,IN1/TRUST flll/f7Y (3/Rdl1~ , .;sa . ?> t:f I. '1./ ~ 9ss-:3! -0 - ~ IS- ACCOUNTS x -17 - PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED 'P-Pr&e:-3~2- DESCRIPTION I AMOUNT PAID S. TOTAL (Enter on Line 5 of Tax COMPutation) $ Under penalties of perjury, I declare that the facts I comPle}e to the best 0 y~nowledge and belief. j;a~ Lt TAXPAYER SIS AT have reported above are HOME (7/7) ~ WORK ( ) ELEPHONE NUMBER true, correct and ,- ~ ... /h-/99-cR BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SA c COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-154a EX .FP <12-00) WENDY S KEIM APT C311 1424 BRADLEY DR CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-02-2001 FISHBURN 12-01-1999 21 01-0011 CUMBERLAND 160-16-1046 00118734 Amount Remitted J MARY PA 17013 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 ~ Rtlfv=i5~8-Ex--AFP--[i1f:oo)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON ~OINTLY HELD OR TRUST ASSETS DATE 04-02-2001 ESTATE OF FISHBURN MARY J DATE OF DEATH 12-01-1999 COUNTY CUMBERLAND FILE NO. 21 01-0011 TAX RETURN WAS: ACN 00118734 ATTACHED NOTICE S.S/D.C. NO. 160-16-1046 () ACCEPTED AS FILED (X) CHANGED SEE ~OINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5130043431 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-01-1978 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 2,860.90 0.500 1,430.45 1,430.45 .00 .15 .00 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 X TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 .00 .00 .00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~~ C/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOKANCE OR DISALLOKANCE OF DEDUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-154S EX AFP (12-00) /6-/cj9-~ 04-02-2001 FISHBURN 12-01-1999 21 01-00ll CUMBERLAND 160-16-1046 00118735 Amount Remitted DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN MARY J WENDY S KEIM APT D3ll 1424 BRADLEY DR CARLISLE PA 17013 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-Y=isiri-e:x--AFP--fi2-:6oi------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-02-2001 ESTATE OF FISHBURN MARY J DATE OF DEATH 12-01-1999 CUMBERLAND COUNTY FILE NO. 21 01-00ll TAX RETURN WAS: S.S/D.C. NO. 160-16-1046 ( ) ACCEPTED AS FILED (X) JOINT OR TRUST ASSET ACN 00118735 CHANGED SEE ATTACHED NOTICE INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5140074661 TYPE OF ACCOUNT: () SAVINGS ()O CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-01-1978 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 1,362.82 0.500 681.41 1,895.39 .00 .15 .00 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 X TAX CREDITS: PAYMENT DATE RECEIPT NUMBER AMOUNT PAID DISCOUNT (+) INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * 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" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 .00 .00 .00 REV-1.f70 EX (6-88) · INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Mary J Fishburn Cathy Miller FILE NUMBER REVIEWED BY ACN 2101-0011 00118734 & 001187~ SCHEDULE ITEM NO. EXPLANATION OF CHANGES A review of the expenses, which you submitted has resulted in the approval of $3325.84 i deductions credited to these accounts. The deduction for the Shippensburg Vet has been disallowed; this was not a debt of the decedent outstanding at death. ROW Page 1 ~ t"" ...~ .., \... t"'. 1..\ .... \.\ itl i;\ i.i , , ~ -. - ~r~ ~ .~ ~ \\~ . \-~ ~~'" ~~ ~ ~~. ~. t ~. - ~ - - - ::: ~ ::. - - - - :- '" ~ ~ '" ~ - ~ == ::: ~... <'. 1 ~ I ~ ;':"l~:'^ \ <: (,' >':~ ';;, '-.3:' ,) .-~_. .... --./'