HomeMy WebLinkAbout04-26-07
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
NO. CD 008076
SAURMAN PATRICIA A
431 HERMAN AVE
LEMOYNE, PA 17043
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
---.---- fold
06153171
$177.16
ESTATE INFORMATION: SSN: 163-07-6635
FILE NUMBER: 2106-1095
DECEDENT NAME: DIERICH ERNEST R
DATE OF PAYMENT: 04/26/2007
POSTMARK DATE: 04/23/2007
COUNTY: CUMBERLAND
DA TE OF DEATH: 09/18/2006
TOTAL AMOUNT PAID:
$177.16
REMARKS:
CHECK# 233
SEAL
INITIALS: DM
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
-,
~
REY-154J EX AFP, 119-11l
~
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REVISED NOTICE ~ ~ ~
TYPE OF ACCOUNT
EST. OF ERNEST R DIERICH 0 SAVINGS
S. S. NO. 162-07-6635 [X] CHECKING
DATE OF DEATH 09-18-2006 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
7
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PATRICIA A SAURMAN
431 HERMAN AVE
LEMOYNE PA 17043
FILE
ACN
DATE
NO.21 OU \ 0<:( 5
06153171
10-27-2006
FUL TON BANK has provided the Departaent with the info~at1on 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..tion is incorrect, please obtain written correction froa the financial institution, attach a copy
to this fo~, and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coaaonwealth
of Pennsylvania. Questions..y be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3622-23353 Date 06-30-2003
Establ1shed
Account Balance
Percent Taxable
A.ount Subject to
Tax Rate
Potential Tax Due
x
18,694.32
50.000
9,347.16
.045
420.62
TAXPAYER RESPONSE
Tax
x
To insure proper credit to your account, two
(Z) copies of this notica aust accoapany your
payaent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
NOTE: If tax payaents are aade within three
(3) aonths of the decedent's dete of death,
you aay deduct a 5% discount of the tax due.
Any inheritanca tax due will becoae delinquent
nine (9) aonths after the dete of death.
PART
m
A. 0 The above info~ation and tax due is corrllCt.
1. You aay choose to r..it payaent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you aay check box "A" and return this notice to the Register of
Wills and an official assassaent will be issued by the PA Departaent of Revenue.
B. 0 The above asset has been or will be reported end tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. l\i( The above inforaation is incorrect and/or debts and deductions were paid by you.
~You aust coaplete PART ~ and/or PART ~ below.
[CHECK ]
ONE
BLOCK
ONLY
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LrNE 1. Date Estabilshed 1
2. Account Balance 2
3. Percent Taxable 3 ~
4. A~unt Subject to Tax 4_
5. Debts and Deductions 5_
6. A.ount Taxable 6
7. Tax Rate 7
8. Tax Due 8
PART
I!I
DATE
I '6 fa 'I '-f, 3::z..
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:2
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I '77.. IIJ
DEBTS AND DEDUCTIONS
PAID
PAYEE
DESCRIPTION
CLAIMED
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
facts I
HOME (
WORK (
TELEPHONE
Attachement to ACN 06153171
Debts and Deductions Claim for Patricia A. Saurman, 431 Herman Ave., Lemoyne, PA 17043
Fulton Bank Acct. 3622-23353
Check #217 - Burick & Azizkhan Internal Medicine
Check #218 - Verizon
Check #219 - IMWRF (Susq. Club)
Check #220 - Stone & Murray, Funeral Director
Check #221 - Millenium Phy. Sys. East
Check #222 - Chapel Pointe
Check #223 - Quantum Imaging
Check #224 - Associated Cardiologists
Check #225 - Burick & Azizkhan Internal Medicine
Check #226 - Susq. Breast Care Center
Check #227 - Burick & Azizkan Internal Medicine
Check #228 - Philhaven
Check #229 - Belvedere Medical Corp.
Check #230 - Holy Spirit Hospital
Check #231 - U.S. Treasury
TOTAl
09-18-06
09-18-06
09-22-06
09-22-06
10-12-06
10-13-06
10-14-06
10-14-06
10-14-06
10-16-06
11-03-06
11-09-06
11-17-06
12-09-06
04-12-07
Family Physician
Telephone Bill
Funeral Luncheon
Funeral Expenses
Medication
Nursing Home Care
X-ray
Heart Consultation
Family Physician
Dermatologist
Family Physician
Psychiatric Evaluation
Nursing Home Visit
Hospital Stay
Federal Income Tax
$ 44.43
$ 54.68
$ 445.50
$ 2,509.00
$ 197.87
$ 915.00
$ 13.90
$ 27.50
$ 22.28
$ 23.06
$ 100.18
$ 19.12
$ 12.75
$ 952.00
$ 73.00
$ 5,410.27
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