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HomeMy WebLinkAbout07-08-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND DEPT. 280601 HARRISBURG, PA 17128-0601 TAXPAYER RE S P O N S E PEY-1543 IX KP (09-00) FILE NO. 21 06-0777 ACN 07117919 DATE 04-19-2007 SONIA L GUERRIERO 1318 STRAFFORD RD CAMP HILL PA 17011 TYPE OF ACCOUNT EST. OF LUCY K RHINEHART ^ SAVINGS S.S. N0. 162-22-1713 ^ CHECKINf DATE OF DEATH D8-14-2006 ^ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SOVEREIGN BANK has provided the Departwent with the information 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 ioint owner/beneficiary of this account. If you feel this inforwation is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Taz Laws of the Cowmonwealth of Pennsylvania. Questions way be answered by calling C717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0575378054 Date 01-26-1995 To insure proper credit to your account, two Established C2) copies of this notice roust accompany your Account Balance 3, 234.85 payment to the Register of Wi12s. Make check payable to: "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax paywents are ^ade within three Amount Subject to Tax 1,617.43 C3) wonths of the decedent's date of death, TaX Rate X j rj you way deduct a 5Y. discount of the tax due. Potential Tax Due 242.61 Any inheritance tax due will becowe delinquent nine C9) wonths after the date of death. PART TAXPAYER RESPONSE - «_. ~ ~ -- A. ^ The above inforwation and tax due is correct. 1. You way choose to resit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, er you way check box "A" and return this notice to the Register of Wills and an official assesswent will be issued by the PA Departwent of Revenue. C ONE BLOCK B. ^ The above asset has been or will be reported and tax Paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. The above inforwation is incorrect and/or debts and deductions were paid by you. You roust cowplete PART 2^ and/or PART 3^ below. PART If ypu indicate a different aax ratgt p1 a~E state your ~ ~x==:~?_= n~"~= " ~" _ __ - - ~ relationship to deceden l t: ~(~ 17 T E.'l _... ~ s; ~-~ ;~- ' , ^ .r TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ._ =~~" --~~~ '-~~ GG` J ~ 1 -~ ~ f .~. _ ~ .~ ~~:x, ^-~. ~~ LINE 1. Date Established 1 (7 ~ , _ . 2. Account Balance 2 ~ [+ iz#F ~ ~, ~ _ ..~~-~-_ 3. Percent Taxable 3 X C~JZ ( fe ~ t ~ J~ _ _ ~ _,,~,~;~~ ~' .r '~ki'i ,~~u' 4. Amount Subject to Tax 4 ~ (, ~ ~~ ' ~ 3 _-: ~~'~`''~~" i _ r~-4. ~ar3_ ~ " 5. Debts and Deductions 5 - -- - - -._. ~ 4 w_~ ~ti;-~_ - ~ ~' _ - 6. Amount Taxable 6_ ` ,~~ i =~~,~=~ ~'`°" ~ _ _ ' _ ..__.... ~.. _ _ _ ' 7. Tax Rate 7 ~y )C "7,.~~ ~ -=~~:1' "~. _ r~,~=:~ :, ;. _ ~:..M.__. _ .._: ~ - _ a•_ ~ " 8. Tax Due 8 ~.~ . 7 ~ 8=-e•~... - ' -: `~?~+~ '~~l~i±~~S : ~ . PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) 4 Under penalties of perjury, I declare that the facts I have reported above are true, correct and -complete t he best of my knowledge and belief. (~t~ _ HOME C ~ l 1) ~(~ ~ - l .... - ~~_ ~ = ~- - ~- ._ - WORK C ~ ~~ ~ ~~ ,'~ ~~ ~ <~ _~ < ti~ . Glenda Farner Strasbaugh Register of Wiils & Clerk of the Orphans' Court Kirk S. Sohonage, Esquire Solicitor One Courthouse Square Carlisle, PA 17013 OFFICES OF Marjorie A. Wevodau First Deputy Wanda S. Zeigler Second Deputy (717)240-6345 FAX (717) 240-7797 1-888-697-0371 x 6345 ~R.egi~ter of ~iYY~ pub ~Yer~ of t~je ~r~~jattg' court (lGouutp of ~umberfau0 July 11, 2008 Sonia L. Guerriero 1318 Strafford Road Camp Hill„ PA 17011 hl Re: Estate of Lucy K. Rhinehart Dear Ms. Guerriero: Enclosed please find your Check Nos. 7143 and 7143. Barbara G. Graybill, Esquire mailed these checks to us. We are returning them to you with her knowledge and consent. Also enclosed you will find a copy of the Information and Notice and Taxpayer Response that you signed. We filed the original and forwarded it to the Department of Revenue. We are returning the Inheritance Tax Return, prepared by Attorney Graybill, to her along with a copy of this correspondence. If you have any questions or concerns, please feel free to call this office at 717- 240-6345. Yours truly, ',/ ~~ ~,~ ~.. lenda Farner Strasbaugh 4~ Register of Wills & Clerk of Orphans' Court cc: Barbara G. Graybill, Esq. ~\ 7144 LUCY K. RHINEHART _ - ~ so-IZ~3i313 1318 STRAFFORD ROAD `~ ~ , ~ ( ~ i `', tos CAMP HILL, PA 1 701 1-6206 Date Pay to the ~ _ 1 ~ t . ~. ~t . t.~- 'e, ~ ,r ='~ r',, Order of ~ ~~ ~ -< ~ - ~ , >~. ,. ~ tt ~ ~ Lars o• =3Cr . - ~J ~ I V CBA Choice ~-, ~ ~ , PNC Bank> N.A. 040 Plan ~ J ,~.. j t' Central PA ~.! T ~ ~ ~,p ' For / ~..~~ ,~ .. -. - .,._ ~: 0 3 L 3 L 2 7 3 8 ~: S L 4 0 0 .-2°4 6 2 u` 7~ ~+ ~+ LUCY K. RHINEHART 7143 1318 STRAFFORD ROAD _ ~- CAMP HILL, PA 17011-6206 ~ ~ ~ so-1273(313 Date -~~+ ~ ;~_ ~. `,_~ t!)6 ~. Pay to the~~ ~ ~ ~ ~ ~, - j Order of _` ~" ~. 1 ~. `~ 4 ~. ~. ~ .~ L ~ = ~~~ I `~ J~ t ~.: t -- / ~. ~ b~l. \ ..~ ~C ~ t` } L ~'\.*, l 571.0 cr.. \ ; 1 _..,L t ~. fit. ~ ~ ~~ tj 5 ~~,, ( r D'll~rs ~ a, ~ L'{° PNCBAIV< ~.5 PNC Bank, N.A 040 ChOICe Central PA Plan ~ ~ ~ " For ~ '1v,d ~.. '"`- ~.~~y ~:03~3L2738~: 5140Q5246211' ~L43 0C'larke Flmeri[an yNl~:' 1El B GAR Email: bgravbill,c schutjerbo~ar.com Direct Dial: 717 909-0351 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Lucy K. Rhinehart File No. 21-06-0777 To the Register of Wills: t; i~~ Fax (717) 909-5925 www.schutjerbogar.com July 2, 2008 Enclosed please find the inheritance tax returns for the above-named decedent. To the extent there are fines or penalties for late payment, please direct those costs to me at the Harrisburg location indicated below. Sincerely, ce: Sonna Guerriero ~~~ Barbara G. Graybill ..~ r ~~.~ ~;.. ~~,., t~F .. ~. ,. , ~, u_ .