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Home My WebLink About01-0183 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* /&-di()- If) INFORMATION NOTICE AND TAXPAYER RESPONSE C0):Z FILE NO. 21 -01- J <13 01100406 01-15-2001 ACN DATE REY-1543 EX AF' (09-00) I EST. OF IRENE C TREMELLING 5.5. NO. 416-01-4305 DATE OF DEATH 08-03-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [X] CHECKING o TRUST o CERTIF. MARGARET E MIZERAK 535 APPALACHIAN AVE MECHANICSBURG PA 17055 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MEMBERS 1ST FCU 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 Pennsylvania. Question~ may be answerad u~ calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 172308-11 Date 01-02-1998 Established x 1,814.94 50.000 907.47 .045 40.84 TAXPAYER RESPONSE 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". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 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 PART ill 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. B. 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. C. r=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. [CHECK ] ONE BLOCK ONLY PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART [!1 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 TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x x PAYEE DESCRIPTION AMOUNT PAID Under penalties 1f!r~est facts I have reporte~ abov1 ~e true, correct HOME (tJ J~ ) lp 7 7-- -;!;~ WORK (?J ) bQ5'- I TELEPHONE NUMBER and 'tJIO / {} J D TE ' /0-02/{}.--IO COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (12-DD> MARGARET E MIZERAK 535 APPALACHIAN AVF MECHANICS BURG PA,17055 * ,"t DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-23-2001 TREMELLING 08-03-2000 21 01-0183 CUMBERLAND 416-01-4305 01100406 IRENE C 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 ___ R-E-V=i5~8-E:X--AFFi-(l1f:oo)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-23-2001 ESTATE OF TREMELLING IRENE C DATE OF DEATH 08-03-2000 COUNTY CUMBERLAND FILE NO. 21 01-0183 TAX RETURN WAS: S.S/D.C. NO. 416-01-4305 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01100406 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 172308-11 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-02-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 1,814.94 0.500 907.47 .00 907.47 .45 40.84 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 (-) 02-12-2001 AA478022 .00 40.84 TOTAL TAX CREDIT 40.84 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. TF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND. -,--- ---.... ---... T"I~TDII"'TTnN<:'. 1 --.- -- -'- - - - - -_.--_._-- --.----..---."..,..--,.--.~:-.---,.~---;.__,~_~..___...,,-,,-,_ ----i-''--,_,_;___,~-.~__;o_c_= COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT . No.AA 418022 REV-1162 EX (11-96) RECEIVED FROM: I' ACN ASSESSMENT CONTROL NUMBER AMOUNT MARGARET E MIZERAK 01100406 $40.&4 53e APPLALACHIAN AVENUE MECHANICSBURG, PA 170e5 ,cI' --- FOlD HERE ESTATE INFORMATION: I FILE NUMBER aU-BOOt-Ole3 SSN 416-01-4305 NAME OF DECEDENT (LAST) (FIRST) (MI) . TREMELLJNG IRENE C DATE OF PAYMENT 2/U5/ilOOl POSTMARK DATE e/uueOOl COUNTY CUMBERL.AND , DATE OF DEATH 8/03/2000 . , Ii. , . ...... ,rn '"' FOlD HERE $40.84 TOTAL AMOUNT PAID St( 'P S ~i OF WILLS ~ REGJ~T OF WtLLS '. . -~-----------~----- REMARKS CHECK" 0689 SEAL