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Home My WebLink About97-0597'~ l D~ COMMONNEALTH OF PENNSYLVANIA /OEPpRTMENT OF REVENl1E BUREAU OF INOIVIBUAL Tp%EG DEPT. 280601 HARRISBURG, PA 17128-0601 INFORMATION NOTICE FILE NO. 21 97-0597 AND TAXPAYER RESPONSE ACN 97149566 IIFY-60 EY f)P p-ffl DATE 11-25-97 TYPE OF ACCOUNT EST. OF MERVIN M HOFFMAN ^ snvlNCs S.S. N0. 186-24-8872 ^cHECKINc DATE OF DEATH 07-13-97 ^ TRUST COUNTY CUMBERLAND ® CERTIF. MILDRED V HOFFMAN REMIT PAYMENT AND FORMS T0: 33 N YORK RD REGISTER OF WILLS DILLSBURG PA 17019 CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HARRIS SAVINGS BANK has provitletl the Departmmnt with the informmtion listed below which has boon usetl Sn cal eulating the potential tax tlua. Their reemrtls lntlieate that et the death of the above deeetlent, you warm a joint owner/benefle lery of thla account. If you feel this information is Lncorrec t, please obtain written corrmetlon from the financial instltu lion, attach a copy to this form entl rmturn it to thm above adtlress. Thla account is taxable in aeeordanem with thm Inherl lento Tax Laws of the Commonwealth of Pannsvlvan la. guwtlons mev be anaweretl by ea)lina (717] 787-8327. COMPLETE PART 1 BELOW 3L * ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 18-56-222158 Data 06-26-92 To Insure proper eretllt to your account, two Established (2) coplma of this notice must accompany your Account Balance 10,023.84 pavaent to the Register of Nills. Make check Percent Taxable K peyaDle to: ^Reglater mf N)lls, Agent^. 50.000 AslOUnt Subject tc Tax r, D11 .92 NOTE: If tax payments are made within three Tax Ra{e (3) months of the decedent's data of death, x . D6 you may deduct a 5% discount of the tax due. ' Potential Tax Due 3DD.72 pnY Inheritance tax due will beeow delinquent nine (9) months after the tlate of tlea th. PART _, TAXPAYER RESPONSE A. f.X Tha above Inforaatl on entl tex tlua Is corrx t . 1. Vou say ehoa se to malt payment to the Register of a tlls t N111s with two copies of this notice to ob lain CHECK eoun or avoltl Interest, or you mey Nlll tl chock box ^A^ and return this notice to the Register of ~ ONE s en an off le lal assessment will be lasuetl by the pp Department of Revenue. BLOCK ONLY g, ^ Tha above asset has boon or will bo re ortmd P and tax paid with the pemz l l I h to be filetl by the decetlent•s representative. y van a n eritance Tax return C. ^ Tha above lnformatlan is Sneorroet bq/or debts entl datlue tlona ware paitl by you, Vou must eompletm PART 2^ oral/or ppRT 3^ below. PART If you indicate a different tax rata, please stag relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT~TRUST LINE 1. Data Established 1 2. Account Balance 2 3. Percent Taxable 3~{ 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Anount iaxabls f. 7. Tax Rate 7_ g 8. Tax Due A PART ^3 DATE PAID PAYEE ACCOUNTS DESCRIPTION AMOUNT PAID iurw~ lEnter on Lina 5 of Tax Computation) S Under penalties of per3ury, I declare that the facts I have reported above era true, correct and eonplet• to the best of ny knoNledge and belief. ~~Zt~ G{cii~,l~ HOME (7/7 ) ~(~`- ~5~~"Sr ~V ~' "1~Lc ~ ~~ t ~ WORK ( ) 7~~~7 ~~~~~ P 0 I your ~,S ~9~ ~~ COMMONWEALTH OF PENNSYLVANIA ~!~ DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 280601 APPRAISENENT ALLONANCE OR OISALLOXANCE HARRIBBURG~ pA 17IZa-8681 OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS qEY-1561 EX ,FP cos-sr~ DATE 03-02-98 ESTATE OF HOFFMAN MERVIN M DATE OF DEATH 07-13-97 FILE NUMBER 21 97-0597 COUNTY CUMBERLAND MILDRED V HOFFMAN SSNiDC 186-24-8872 33 N YORK RD ACN 97149566 DILLSBURG PA 17019 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 1 REV-1548 EX AFP (03-97) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 03-02-98 ESTATE OF HOFFMAN MERVIN M DATE OF DEATH 07-13-97 COUNTY CUMBERLAND FILE N0. 21 97-0597 S.S/D.C. N0. 186-24-8872 ACN 97149566 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: HARRIS SAVINGS BANK ACCOUNT N0. 18-56-222158 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 06-26-92 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 10,023.84 X 0.500 5,011.92 - .00 5,011.92 X .06 300.72 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 T0: '•REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 12-16-97 AA242562 .00 300.72 TOTAL TAX CREDIT 300.72 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 • IF PAID AFTER THIS DATE, SEE ( IF TOTAL DUE REVERSE FOR CALCULATION OF TOTAL DUE- ADDITIONAL INTEREST ~ .00 IS LESS THAN 91, IF TOTAL DUE IS REFLECTED AS NO PAYMENT IS REWIRED. A ••CREDIT" ( CR . SEE REVERSE SIDE OF THIS FORM T, VOU MAV FOR INSTRUCTIONS. ] BE DUE A REFUND.