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HomeMy WebLinkAbout02-0354COHHONNEALTH OF PENNSYLVANIA DEPARTNEHT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT. Z80601 HARRZSBURG, PA 171ZB-0601 ZNFORNATZON NOTZCE AND TAXPAYER RESPONSE FILE NO. 21-(~1k~°~'~/ ACN 02115517 DATE 0q-01-2002 '02 APR TIMOTHY ~t TRAYER C/O 110 APRIL DR CAMP HILL PA EST. OF HAROLD TRAYER · S.S. NO. 206-$q-7975 DATE OF DEATH 11-06-1998 ~i~ ? .? ~ COUNTY CUMBER LAND TYPE OF ACCOUNT I'---ISAVINGS []CHECK/NG []TRUST []CERTIF. REH/T PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 PNC BANK has provided the Department with the information 11sted 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 faa1 this inforaatien is incorrect, please obtain aritten correction free the financial institution, attach a copy to this fore end return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth COHPLETE PART 1 5ELON ~ . . SEE REVERSE SIDE FOR F~LZNG AND PAYHENT INSTRUCTIONS PART TAX LTNE CHECK ONE BLOCK ONLY 05-21-1995 10,37~.35 To lnsura proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of #ills. Hake check payable to: "Register of Ni11s, Agent". NOTE: If tax payments are made within three (5) months o~ the dacedent's data of death, you nay deduct a SZ discount of the tax due. Any inheritance tax due will becalm delinquent nine (9) months after the date of death. TAXPAYER RESPONSE above information and tax due is correct. You amy 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 Hills and an official assessment will bm issued by the PA Department of Revenue. B. [] The above asset has bean or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART F~ and/or PART ~ below. Tf you Snd[ce~a a differen~ ~ax ra~a, please s~a~a your re[at[onsh~p ~o decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Da~e Established 2. Accoun~ Balance 2 $. Percen~ Taxable $ ~ q. Amoun~ Subjec~ ~o Tax q S. Deb~s and Deductions $ - 6. Aeoun~ Taxable 6 7. Tax Ra~a 7 ~ 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Computation) Under penalties of perjury, Z declare the~ ~he fac~s I have reported above ara ~rua, cgrrec~L qnd co11,1.*, t:o *he bee, ~ .y kno,l~g..nd~Aef. HONe C Z(7 ? 27- y _ T AXPAYER~~~S[eNATURE ' ~ ~Z~ "0"[ ([ ~ ) ~-- ~~ ~--~--~ /~ - ~ TELEPHONE NUMBER ' OATE Mr. Tim Trayer 110 April Dr Camp Hill PA 17011-4903 REGISTER OF WILLS CUMBERLAND COUNTY COURT HOUSE CARLISLE PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001043 TRAYER TIMOTHY H 110 APRIL DRIVE CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 206-34-7975 FILE NUMBER: 2102-0354 DECEDENT NAME: TRAYER HAROLD DATE OF PAYMENT: 04/08/2002 POSTMARK DATE: 04/05/2002 COUNTY: CUMBERLAND DATE OF DEATH: 11/06/1998 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02115517 $259.36 TOTAL AMOUNT PAID' $259.36 REMARKS: TIMOTHY H TRAYER SEAL CHECK//1308 INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS '~BUREAU OF ZNDZVZDUAL TAXES I*NHERTTANCE TAX D*ry/s*roN DEPT. Z80601 HARR'rSBURG,, PA 171Z8-0601 TXHOTHY H TRAYER C/O 110 APRXL DR CAHP HXLL PA 17011 COHHON#EALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTXCE OF XNHERXTANCE TAX APPRAXSEHENT. ALLONANCE OR DXSALLO#ANCE OF DEDUCTXONS, AND ASSESSHENT OF TAX ON JOXNTLY HELD OR TRUST ASSETS REV-ISii8 EX AFP DATE 05-27-2002 ESTATE OF TRAYER HAROLD DATE OF DEATH FZLE NUHBER COUNTY SSN/DC 206-$4-7975 ACN 02115517 Amoun*l: Rmm'i 'l:'l:ed HAKE CHECK PAYABLE AND REHXT PAYHENT REGZSTER OF ~IXLLS CUHBERLAND CO COURT HOUSE CARLZSLE, PA 1701:5 PURPOSE OF NOTZCE: To fulfill the requirements of Section Z140 of the Znheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S. Section 91~0). Mr. Tim Traye~ 110 April Dr BUREAU OF INDIVIDUAL TAXES TNHERXTANCE TAX DTVZSZON DEPT. 280601 HARRZSBURG, PA 17128-0601 TIMOTHY H TRAYER C/O 110 APRIL DR CAMP HILL PAL17011 CONMON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT. ALLOHANCE OR DXSALLO#ANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF TRAYER DATE OF DEATH 11-06-1998 FILE NUMBER 21 02-035q COUNTY CUMBERLAND SSN/DC 206-3q-7975 ACN 02115517 Amount: Rem/'l:'l:ed REV-I;tin EX AFP (01-02) HAROLD MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DXSALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF TRAYER HAROLD DATE OF DEATH 11-06-1998 COUNTY CUMBERLAND FILE NO. 21 02-035q S.S/D.C. NO. 206-3q-7975 ACN 02115517 TAX RETURN NAS= (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PHC BANK ACCOUNT NO. 51qOOGfi711 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-21-1993 Account Balance 10,37~.33 Percent Taxable X 0.166 Amount Subject to Tax 1,729.09 Debts and Deductions - .00 Taxable Amount 1,729.09 Tax Rate X .15 Tax Due 259.36 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: ffREGISTER OF HILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 0q-05-2002 CDO010~3 .00 259.36 BALANCE OF UNPAID INTEREST/PENALTY AS OF Oq-06-ZOOZ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. N ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 259.36 .00 55.53 55.53 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001234 TRAYER TIMOTHY H 110 APRIL DRIVE CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 206-34-7975 FILE NUMBER: 2102-0354 DECEDENT NAME: TRAYER HAROLD DATE OF PAYMENT: 05/30/2002 POSTMARK DATE: 05/29/2002 COUNTY: CUM BERLAN D DATE OF DEATH: 11/06/1998 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02115517 $55.53 REMARKS: TIMOTHY TRAYER TOTAL AMOUNT PAID: $55.53 SEAL CHECK# 1336 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERTTAHCE TAX DIVZSTON DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 CONNONNEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT '02 J;..¢i,~ TTHOTHY H TRAYER C/O 110 APRIL DR CANP HILL P~;, 17011 DATE 06-10-2002 ESTATE OF TRAYER DATE OF DEATH 11-06-1998 FILE NUHBER 21 02-0554 COUNTY CUHBERLAND ACN 02115517 Amoun~ Remi~ed REV-1607 EX AFP (01-02) HAROLD HAKE CHECK PAYABLE AND RENIT PAYNENT TO: REGISTER OF HILLS CUHIIERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his fore wi~h your ~ex payment. CUT ALONG THIS L'rNE ~ RETAIN LONER PORTION FOR YOUR RECORDS *-~ REV-1607 EX AFP (01-02) ~## INHERITANCE TAX STATENENT OF ACCOUNT ESTATE OF TRAYER HAROLD FILE NO. 21 02-0554 ACN 0Zl15517 DATE 06-10-2002 TH/S STATEHENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHONN BELON TS A SUHHARY OF THE PR/NC/PAL TAX DUE., APPLTCATTON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, /F APpLTCABLE., A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHEHT: 05-27-Z002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): Z59.$6 PAYHENT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) AHOUNT PAID 04-05-2002 05-29-2002 CD001043 CD001234 .00 55.53- 259.56 55.53 /F PA/D AFTER TH/S DATE, SEE REVERSE S/DE FOR CALCULAT/ON OF ADDIT/ONAL /NTEREST. ZF TOTAL DUE /S LESS THAN $1, NO PAYHENT 1S REQU/RED. ZF TOTAL DUE /S REFLECTED AS A "CRED/T" TOTAL TAX CREDIT 259.36 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF TH/S FORN FOR /NSTRUCTZONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17118-0601 PATRICIA TRAYER C/O 110 APRIL DR CAHP HILL COHHONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLO#ANCE OR DXSALLO#ANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOTNTL¥ HELD OR TRUST ASSETS PA 17011 DATE 05-03-2005 ESTATE OF TRAYER DATE OF DEATH 11-06-1998 FILE NUMBER 21 02-055q COUNTY CUHBERLAND SSN/DC 206-$q-7975 ACN 02115516 I Amoun~ Rem/~ed R£V-I6~8 EX AFP HAROLD HAKE CHECK PAYABLE AND REHXT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE REV-1548 EX AFP (01-03) RETAIN LONER PORTION FOR YOUR RECORDS NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLO#ANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON dOXNTLY HELD OR TRUST ASSETS DATE 03-03-2005 ESTATE OF TRAYER HAROLD DATE OF DEATH 11-06-1998 COUNTY CUMBERLAND FILE NO. Z1 OZ-O$5q S.S/D.C. NO. 206-3q-7975 ACN 02115516 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PHC BANK ACCOUNT NO. 51~06~711 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 05-21-1993 Account Balance 10,$7q.33 Percent Taxable X 0.166 Amount Subject to Tax 1,729.09 Debts and Deductions - .00 TaxabZe Amount 1,729.09 Tax Rate X .00 Tax Due .00 NOTE: TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT." TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE TF PA*rD AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ TF TOTAL DUE TS LESS THAN $1, NO PAYMENT *rS REI~UIRED. *rF TOTAL DUE IS REFLECTED AS A "CRED*rT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 .00 .00 .00