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
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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