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HomeMy WebLinkAbout01-0036 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-DI-db 00152059 12-07-2000 REV-lS4S EX AFP 119-001 EST. OF THOMAS E KOHNLEIN S.S. NO. 193-24-0195 DATE OF DEATH 08-28-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS D CHECKING IX] TRUST D CERTIF. VICKI L ESCHBACH 6588 HILMAR CT WESTERVILLE OH 43081 REMIT PAYMENT AND FORMS TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICE has provided the Depart.ent with the infor.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 were a joint owner/beneficiary of this account. If you fBBI this infor.ation is incorrect, please obtain written correction fr~ 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 Co..onwealth of Pennsylvania. QUQstions liay ba ans_red by ciilling (717) 7a7'83~7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR Account No. 87008140618993 Date 12-23-1996 Established FILING AND PAYMENT INSTRUCTIONS Account Balance Percent Taxable AMount Subject to Tax Rate Potential Tax Due x 5,131.41 16.667 855.25 .15 128.29 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay~nt to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax pay.ents are .ade within three (3) .onths of the dacedent's date of death, you .ay daduct a 57. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above info~ation and tax due is correct. 1. You .ay choose to r~it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. [] The above asset has bBBn or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. ~ The above info~tion is incorrect and/or dabts and deductions were;"';'iit by YO'\:':.': You .ust c~lete PART 0 and/or PART @J below. .' PART ~ 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 1 2 3 4 5 6 7 8 TAX ON JOINT/TRUST 1.2~..:J.~-9t, 51 fA J. 4 J X J IIJ ~ {" 7 PSS...':tS ACCOUNTS If you indicate a different tax rate, please state your relationShip to decedent: LOJE:. At.. ( bAt. )C..JoI"TeA!) X 3s-s. .:l. S . 0 'Is ad': ~ 9 DEBTS AND DEDUCTIONS CLAIMED PART l!] DATE PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax COMputation) Under penalties of perjury, I declare that the facts I COMPlete to the best of MY knowledge and belief. TAXpl~I'S~~/.h~ I $ have reported above are true, correct and HOME ({,/"I ) r9S:- .;;.as-..::J,/ WORK ( ) TELEPHONE NUMBER /-b-O/ DATE <0 . q> x W N '" ::> w cr: (Y') a.n <X) r0- t- .q- <( <( 0 Z >< ct l- I- W a.. I- - ctct W -I- 0 ZOO ctW W >0 a: ..JZ >-ct ...J 00 ZW <( zO - wZ 0 a.ct - t::: U. a: U. W 0 ]: 'Z ~ Z <l: :; (/) >- W (fJ >< ZW'" Z~1- WZ...J a..W", LL>::::l oWe a::_ ILL~ <l: :;oe a.. <l: t- ~ - WZ ~CJ ~w~ggs Z~::::lOCD otc",gj5!2 ~<l:wr-:a:: .c:a..a:a..a:: OW::::lW<l: OOlXlOI a CD o ro C\J "- ~~H ",;,,"'''''~~\~'.::J!t''I, ,. ~ w a: w I g 2 ~...'''''. .,'''' \ ' "\~.~'..... ) '" "'- v . 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'At ~~ .e\ ~ :.~ ~\ % ~~ \; ~ <:L "'" ~ ~ t' ~ ~ ~ ~ ~ ~ ~ ~ t.. ~ \)~ ~ '- i ~ ~~ ~ ~ ~ '4 ~ , l.... 0'\ ~.l\ /-:-?;" \ ./, "" v /t,.'.... / ....c.~ \. ! --0 C. 1\) "-, c'" tilj .~9; " I&-d~-// COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE sf- C/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP <12-00> DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 03-26-2001 KOHNLEIN 08-28-2000 21 01-0036 CUMBERLAND 193-24-0195 00152059 E Lr VICKI L ESCHBACH 6588 HILMAR CT WESTERVILLE OH 430~t ~. ~ ':... THOMAS Amount Remitted 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 ~ REfi=is4-i-Ex--AFP--C12-=ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-26-2001 ESTATE OF KOHNLEIN THOMAS E DATE OF DEATH 08-28-2000 COUNTY CUMBERLAND FILE NO. 21 01-0036 TAX RETURN WAS: S.S/D.C. NO. 193-24-0195 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACN 00152059 ACCOUNT NO. 87008140618993 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING (Xl TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 12-23-1996 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 5,131.41 0.166 855.25 .00 855.25 .45 38.49 X X TAX CREDITS: PAYMENT DATE 01-06-2001 RECEl PT NUMBER AA477853 DISCOUNT (+) INTEREST/PEN PAID (-) .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." AMOUNT PAID 38.49 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 FORH FOR INSTRUCTIONS. ) 38.49 .00 .00 .00