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HomeMy WebLinkAbout01-0313 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' It -~/q-S INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21..0/- 3/3 01113234 03-14-2001 v REV-1545 EX AFP <Ot-OOl EST. OF IDA H BYERS 5.5. NO. 176-34-3343 DATE OF DEATH 10-23-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST o CERTIF. FERN L PECK 4017 ALTENWALD RD WAYNESBORO PA 17268 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICE has provided the Departllent 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 feel this infor.ation 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 C~.onwealth of PennsY1U8nia. Questions .ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0011121203 Date 09-01-1971 Established Account Balmlce Percent Taxable A.ount Subject to Tax Rate Potential Tax Due x 953.78 16.667 158.97 .15 23.85 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco~any your pay~nt to the Register of Wills. Make check payable to: WRegister of Wills, Agentw. x NOTE: If tax pay~nts are .ade within three (3) .onths of the decedent's date of death, you .ay deduct 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 ill A. [ CHECK ] ONE BLOCK B. ONLY c. o The above infor.ation and tax due is correct. 1. You .ay choose to re.it pa~ent to the Register of Wills with two copies of this notice to obtain a discount Dr avoid interest, or you .ay check box wAw and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. o 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. o The above infor~tion is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. _ PAYEE DESCRIPTION If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN W COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. A.aunt Subject to Tax 5. Debts and Deductions 6. AMOUnt Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED TOTAL (Enter on Line 5 of Tax Co.putationl $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and cOllplete to the best of .y knowledge and belief. HOME ( WORK ( TElEPHONE ) ) NUMBER DATE TAXPAYER SIGNATURE COHKONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 - INFORMATION NOTICE AND TAXPAYER RESPONSE ~ FILE NO. 21 -0 I... 3/1 01113233 03-14-2001 ACN DATE REY-1545 EX AFP CD9-DDl EST. OF IDA H BYERS S.S. NO. 176-34-3343 DATE OF DEATH 10-23-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [i] CHECKING D TRUST D CERTIF. JOHN A BYERS 4017 ALTENWALD RD WAYNESBORO PA 17268 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALL FIRST FINANCIAL SERVICE has provided the Depart.ent lIith the infor.ation listed belOll IIhich has been used in calculating the potential tax due. Their records indicate that at the death of the above decadent, you lIere a joint OIIner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain IIritten correction fr~ the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance lIith the Inheritance Tax Lalls of the Co..onllealth of Pennsylvania. Questions..y be ensllarad by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0011121203 Date 09-01-1971 Established Account BalBnCe Percent Taxable A.aunt SUbject to Tax Rate Potential Tax Due x 953.78 16.667 158.97 .15 23.85 TAXPAYER RESPONSE To insure proper credit to your account, tllO (Z) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax pay.ents are .ade lIithin three (3) .onths of the decedent's date of death, you .ay deduct a 57. discount of the tax due. Any inheritance tax due lIill beco.e delinquent nine (9) ~nths after the dete of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above infor.ation and tax due is correct. 1. You .ay choose to re.it pa~ent to the Register of Wills lIith tllO 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 en official assess.ent lIill be issued by the PA Depart.ent of Revenue. [] The above asset has been or lIill be reported and tax paid lIith the Pennsylvania Inheritance Tax return to ba filed by the decedent's representative. [] The above infor..tion is incorrect and/or debts and deductions lIere paid by you. You .ust c~plete PART ~ and/or PART ~ beloll. TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. A.ount Subject to Tax S. Debts and Deductions 6. A.aunt Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 S 6 7 8 x x PART ~ DATE PAID PAYEE DESCRIPTION '!}1i HfO L Df I $ . AMOUNT PAID I TOTAL (Enter on Line S of Tax Co.putationJ Under penalties of perjury, I declare that the facts I have reported above are true, correct and co.plete to the best of .y knowledge and belief. HOME ( WORK ( TELEPHONE ) ) NUMBER DATE TAXPAYER SIGNATURE r o ~ "- ./ % ........ /~ (~ '~ ~'~".'. ',-~ \~ ~~ " ' ~ \, '<0..1 ,~ '~- ~~ . ~ iSJ '~''.l \,~~~ '."~ ~.~ :'-l....... " ~" _u- ,'-) " "~'-=1 '~ ~~ ~ ..: ,,,'"'~ , '- '.' .-...) '-L,,,,,~j .>....; )T' ,,""'- ' / 0 ...:_j ...---::. \ 'v ~ ~ "'Z i,\) ~. ~ ~\:' ~ 0- ~~~........... ,,~ \:" '-i ' '..,; ~~ J <\-,.... :,-,',~ ~ '-0 '(j~ '" ~ ~ ~ :~ N~~ '~.'\ . ~ .........,.'" , ~ ~ ~(j "" '-,< '.'"'' \ _-< '",\ "--J - ~ .- .- - -. '- ..- .- .- ...:. ,..1 .': ,,':' f') ..... f') '.ro.f () j"" .:../ " " iii ~ x w C\J <0 ;;. W a:: ("t) m ...-t eX) t- q- <( <t; 0 z x <r: l- I- W D.. I- - <r:<r: w -I- 0 Z(J) <r:W W >0 tt: ..JZ ><r: ...J (J) ZW <C zO - wZ 0 a.<r: - !::: u. a: U. 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(J C> ..J OJ a: 0 z 1-, '-, a:: " ~ W ~("ij 0 0 om UJo w If') 11 LL C( ru Wo:: ::E(1J ~o m ~f'J ~ Z UJI frlw ~, 0', E UJ""' w co..... 0> CLlT! ~o :::> 00 I- ~nJ ~m LL <( ~u ~.... <( 0 ::E I- z UJ UJ I- Z UJ UJ ::E I- (f) ::> I- en ..J <( <( 0 0 <( w u: z 0 CL <..J 0 w a: w I 9 o u.. I .. I i J ! \ ~. ~ , '~'f. ~\ ~1~ ~:..; \...... ".: '~:::" \ .".....~ ~ ~.~>. i ..Jy, \ 1 .) w' _.1 ..J " f):3 '\' ",\ .~ "... . \ _..~ . ~ .iJ ~'\ ...J .0':' 0: \ .},"" . Ld \ '" '1~ '" Ul >1-1 in cr: c; o<r: \.:.1 UJE Ct ;::: UJ (,) UJ a: U ...J (/) <( ::.:: UJ a: (/) <( ~ UJ a: 1<-; a- 0- ..:- >0 # ~-i f.J W 1 ClJ1 ::j' -1 :5:' LL1 01 0:1 ~I ClJI illl 0:1 I I I I I I I I I I I I I I I I I I I r/t~-;219-6 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 s~* NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOKANCE OR DISALLOKANCE OF DEDUCTION5, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1S41 EX AFP <12-00> DATE ESTATE OF DATE OF DEATH FILE NUMBER -COUNTY - SSN/DC ACN 06-11-2001 BYERS 10-23-2000 21 01-0313 CUMBERLAND 176-34-3343 01113234 A.ount R_itt.d H ,<', Lj' \..'.., ...... FERN L PECK 4017 ALTENWALD RD WAYNESBORO PA 1726a\. IDA 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=is4ri-ix--AFFi-fi1f:ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-11-2001 ESTATE OF BYERS IDA H DATE OF DEATH 10-23-2000 COUNTY CUMBERLAND FILE NO. 21 01-0313 TAX RETURN WAS: S.S/D.C. NO. 176-34-3343 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACN 01113234 ACCOUNT NO. 0011121203 TYPE OF ACCOUNT: () SAVINGS (X> CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-01-1971 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 953.78 0.166 158.97 .00 158.97 .15 23.85 x X TAX CREDITS: PAYMENT DATE 03-22-2001 RECEIPT NUMBER AA478193 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 23.85 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. ) 23.85 .00 .00 .00 /&-F).! (;1 /~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 7i,* NOTICE OF INHERITANCE TAX APPRAISEftENTL ALLOMANCE OR DISALLOMANCE OF DEDUCTIONs, AND ASSESSftENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1S48 EX AFP U2-DDl DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN o6-11-2oo1 BYERS 10-23-2000 21 01-0313 CUMBERLAND 176-34-3343 01113233 IDA H rUi JOHN A BYERS 4017 ALTENWALD RD WAYNESBORO PA 17268 ,-, ,"t, A.ount R_i Hed 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:is~i-E3f-AFii-(i1f:oO)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-11-2001 ESTATE OF BYERS IDA H DATE OF DEATH 10-23-2000 COUNTY CUMBERLAND FILE NO. 21 01-0313 TAX RETURN WAS: S.S/D.C. NO. 176-34-3343 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACN ol113233 ACCOUNT NO. 001l121203 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-01-1971 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 953.78 0.166 158.97 .00 158.97 .15 23.85 x X TAX CREDITS: PAYMENT DATE 03-22-2001 RECEIPT NUMBER AA478193 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 23.85 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 PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT'" ( CRJ, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS. J 23.85 .00 .00 .00