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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
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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