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Home My WebLink About01-0674 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG" PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ZEIGLER DARIS J 305 WHISKEY SPRING RD DILLSBURG, PA 17019 -------- fold ESTATE INFORMATION: SSN: 197-09-1266 FILE NUMBER: 21-2001- 0674 DECEDENT NAME: SHAFFER PAUL E DATE OF PAYMENT: 07/18/2001 POSTMARK DATE: 07/17/2001 COUNTY: CUMBERLAND DATE OF DEATH: 01/17/2001 NO. CD 000061 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01131989 I $189.99 I I I I I I I I TOTAL AMOUNT PAID: $189.99 REMARKS: D JEAN ZEIGLER CHECK# 1498 SEAL INITIALS: PB RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 / t:?- d.LJ t.f - J 0 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-0\ - "7"1 01131989 07-10-2001 REV-1545 EX AFP lD9-DDl EST. OF PAUL E SHAFFER S.S. NO. 197-09-1266 DATE OF DEATH 01-17-2001 COYNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS !Xl CHECKING D TRUST D CERTIF. DARIS J ZEIGLER 305 WHISKEY SPRINGS RD DILLSBURG PA 17019 RE"IT PAY"ENT AND FOR"S TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST BANK has p..ovided the Depa..t_nt with the info..mation listed below which has been used in calculating the potential tax due. Thei.. ...co..ds indicate that at the death of the above decedent, you we..e a joint owne../beneficia..y of this account. If you feel this info...ation is inco....ect, please obtain w..itten co....ection f..om the financial institution, attach a COpy to this fo... and ..etu..n it to the above add..ess. This account is taxable in acco..dance with th~ Inhe..itance Tax Laws of the Coaaoowealth of Pennsylvania. Questions may be answe..ed by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0076977358 Date 08-28-1964 Established x 2,533.16 50.000 1,266.58 .15 189.99 TAXPAYER RESPONSE To insu..e p..ope.. c..edit to you.. account, two (2) copies of this notice .ust accompany you.. payment to the Registe.. of Wills. Make check payable to: "Registe.. of Wills, Agent". Account Balance Percent Taxable A.ount Subject to Tax Rate Potential Tax Due x NOTE: If tax payaents a..e .ade within th..ee (3) .onths of the decedent.s date of death, you .ay deduct a 5X discount of the tax due. Any inhe..itance tax due will beco.e delinquent nine (9) .onths afte.. the date of death. Tax PART [TI A. [ CHECK ] ONE BLOCK B. ONLY c. ~he above info..mation and tax due is co....ect. 1. You .ay choose to ..e.it pay.ent to the Registe.. of Wills with two copies of this notice to obtain a discount 0" avoid inte..est, 0.. you .ay check box "A" and ..etu..n this notice to the Registe.. of Wills and an official assess.ent will be issued by the PA Depa..taent of Revenue. [] The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n to be filed by the decedent's ..ep..esentative. [] The above info...ation is inco....ect and/o.. debts and deductions we..e paid by you. You .ust coaplete PART ~ and/o.. PART ~ below. x 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 5. Debts and Deductions 6. A.ount Taxable 7. Tax Rate 8. Tax Due TAX ON ~OINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax Co.putationl Under penalties of perjury, I declare that the facts I c~plete to the best of .y knowledge and belief. f)~_~._i..~_~~ have reported above are true, correct HOME (7/7) 2.Sf-5'~7" WORK ( ) TCICDuntJc tJIIMR~P and 7-/1-0/ nAT~ "v /6 -r::t4/Y- /() COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-154e U AFP 112-DDl DARIS J ZEIGLER 305 WHISKEY SPRINGS RD DILLSBURG PA 17019 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 09-24-2001 SHAFFER 01-17-2001 21 01-0674 CUMBERLAND 197-09-1266 01131989 AlIIOUIlt R_i tt.d PAUL E 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:is4-8-E3f-AFFi-(i2~OO)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 09-24-2001 ESTATE OF SHAFFER PAUL E DATE OF DEATH 01-17-2001 COUNTY CUMBERLAND FILE NO. 21 01-0674 TAX RETURN WAS: S.S/D.C. NO. 197-09-1266 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01131989 FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 0076977358 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-28-1964 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,533.16 0.500 1,266.58 .00 1,266.58 .15 189.99 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." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-17-2001 CDOOO061 .00 189.99 TOTAL TAX CREDIT 189.99 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. IF TOTAL DUE IS REFLECTED AS A "C;R!;~~~__L~!!}..! Y~U MAY BE DUE A REFUND.