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Home My WebLink About01-1101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE REVISED NOTICE ~ ~ ~ FILE ACN DATE NO. 21-0/- 110 I 01150876 11-23-2001 ~ REY-1545 EX AFP (D9-DDl ~ EST. OF MELVIN B PEFFER S.S. NO. 203-10-4336 DATE OF DEATH 08-04-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [XJ CHECKING D TRUST D CERTIF. SUZANNE DOUGLASS 6333 STANFORD CT MECHANICSBURG PA 17055 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has prDvided the Department with the infDrmatiDn listed belDw which has been used in calculating the pDtential tax due. Their recDrds indicate that at the death Df the abDve decedent, YDU were a jDint Dwner/beneficiary Df this aCCDunt. If YDU feel this infDrllatiDn is incDrrect, please Dbtain written cDrrectiDn frDm the financial institutiDn, attach a CDPY tD this fD.... and return it tD the abDve address. This aCCDunt is taxable in accDrdance with the Inheritance Tax Laws Df the CDllmDnwealth of Pennsylvania. Qu"stiDns lIay be answered by calling (71Jj 187-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140048957 Date 01-01-1978 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 1,943.89 16.667 323.99 .045 14.58 TAXPAYER RESPONSE TD insure prDper credit tD YDur accDunt, tWD (2) cDpies Df this nDtice must aCCDmpany YDur payment tD the Register Df Wills. Make check payable tD: "Register Df Wills, Agent... x NOTE: If tax payments are made within three (3) mDnths Df the decedent's date Df death, YDU lIay deduct a 5% discDunt Df the tax due. Any inheritance tax due will beCDlle delinquent nine (9) mDnths after the date Df death. Tax PART [!] The abDve infDrmatiDn and tax due is CDrrect. 1. YDU may chDDse tD remit payment to the Register Df Wills with tWD cDpies Df this nDtice tD Dbtain a discDunt Dr aVDid interest, Dr YDU may check box "An and return this nDtice tD the Register Df Wills and an Dfficial assessment will be issued by the PA Department Df Revenue. [CHECK ] ONE BLOCK ONLY B. [] The abDve asset has been Dr will be repDrted and tax paid with the Pennsylvania Inheritance Tax return tD be filed by the decedent's representative. C. [] The abDve infDrmatiDn is incDrrect and/Dr debts and deductiDns were paid by YDU. YDU IIUSt cDmplete PART ~ and/Dr PART ~ belDw. 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. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ TOTAL (Enter on Line 5 of Tax Computation) perjury, I declare that the facts I have reported my knowledge and belief. HOME ( WORK ( TELEPHON true, correct and ~ Ftl:"'" '\j'J .'- R€;', , s:~cn CD _c g.a~ ll>"" =.~ ii ~S"o g~,g .a - - ~ ~ CIl ,f ~)' i'ls OOJ Ole -3 An :57 - -..j ~ o CE'; -Or:./:a, '. Ctilnc,:~rland L ?;':.. t..t. ....1 Q ,..J. (,.I .... I'.i I:') t::1 ....,. ~~~ ~ ~ '~~ '0 - ~ \ ~ ~ 'S\\C ~~ r\ ~ 1'0- ~~ ~ r'~ ~ ~ ..---............-" - ::::: -- _. ::-.. '" -~ , h ~ ~: ,~ -: -c;~) ;:: ::::: ~ ::::: ::=: Ill"':'; ~ \l~J~n ~ )~, :::= -. -- -~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DOUGLASS SUZANNE 4 IRONGA TE COURT MECHANICSBURG, PA 17050 __nn__ fold ESTATE INFORMATION: SSN: 203-10-4336 FILE NUMBER: 21 - 200 1 - 11 01 DECEDENT NAME: PEFFER MELVIN B DATE OF PAYMENT: 12/03/2001 POSTMARK DATE: 12/01/2001 COUNTY: CUMBERLAND DATE OF DEATH: 08/04/2001 NO. CD 000590 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01150876 I $14.58 I I I I I I I I TOTAL AMOUNT PAID: $14.58 REMARKS: SUZANNE DOUGLASS CHECK# 3164 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE /7-024-- /3 ~S( ~c BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOKANCE OR DISALLOKANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-15~1 EX AFP 112-001 .02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY P12 :04 SSN/DC ACN 12-31-2001 PEFFER 08-04-2001 21 01-1101 CUMBERLAND 203-10-4336 01150876 Allount Rellitted MELVIN B RecD' Ref:i:' SUZANNE DOUGLASS 4 IRONGATE CT MECHANICSBURG JAN -4 PA 17lfJ;~rk- Cumbe< :::ii _, FA 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 ~ Rifi=is4-i-E3f-AFP--fi1f=oo-j----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-31-2001 ESTATE OF PEFFER MELVIN B DATE OF DEATH 08-04-2001 COUNTY CUMBERLAND FILE NO. 21 01-1101 TAX RETURN WAS: S.S/D.C. NO. 203-10-4336 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01150876 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5140048957 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE 01-01-1978 x 1.943.89 0.166 323.99 .00 323.99 .45 14.58 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." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-01-2001 CDOO0590 .00 14.58 TOTAL TAX CREDIT 14.58 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 PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )