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Home My WebLink About01-05-09• PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21- t~'al ~v~~ Po Box zsocol TAXPAYER RESPONSE ACN os154o23 HARRISBURG PA 17128-0601 DATE 11-20-2008 REV-1543 E% AFP (OB-OB) _ ~`~~ ~~'~~~ J ~~~~~ ~' T. OF MARSHALL S WATERS SSN 717-12-2666 (~i ~-I?! ,'~;~- DATE OF DEATH 06-06-2008 ORFnf~~~,!~~ f ~}, )~i COUNTY CUMBERLAND CU1" .' DhREMIT PAYMENT AND FORMS T0: CRAIG M WATERS REGISTER OF WILLS 2430 CENTER POINTE CIR CUMBERLAND CO COURT HOUSE ATLANTA GA 30315-7309 CARLISLE, PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you feel the information 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 Tax laws of the Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PARE 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTPUCTIONS Account Balance $ 19, 054.77 payment to 'the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 9,527.39 NOTE: If tax payments are made within three months of the decedent's date of death, TaX Rate X 1rj deduct a 5 percent discount on the tax due. Potential Tax Due Any Inheritance Tax due will become delinquent $ 1 , 429.11 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSME'N!T:' A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or check box "A" and return this n()tice to the Register of C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. B L 0 C K 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 estate representative. Account No. 3014156502021 Date 02-06-1997 To ensure proper credit to the account, two Established copies of this notice must accompany C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3~ below. PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE ~_ DESCRIPTION eMnnuT porn PART TAX It indicating a different relationship to decedent: RETURN - COMPUTATION OF tax rate, TAX 0 please state JOI T/TRUST ACCOUNTS OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD LINE 1. Date Established 1 Q 1 2. Account Balance 2 $ (~ ~ 2 3. Percent Taxable 3_ X ~ y 3 4. Amount Subject to Tax 4 $ ~- ~ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X , !f ~' 7 8. Tax Due g $ 8 . _ _ ~., ~~ , ax wmpucacaon~ s ys (O / 7. 7 ~ Under pe lti of perjury d c ~+~~~ complet to a best n ledge and belief reported above are true /correct and HOME E~c~y ) ~ ~6 °- 5-~~7 WORK ( ~/4cI' ) ~7 " y Q----~, :.. TELEPHONE NUMBER DATE /' MAJOR H. WINFIELD FUNERAL HOME, INC. "Ministry of Comfort" June 13, 2008 Mrs. Margaret I. Waters 2241 Jefferson Street Harrisburg, PA 17110 The Funeral Service for Mr. Mazshall Stanley Waters 704 North Front Street Post Office Box 7510 Steelton, Pennsylvania 17113 717-939-3342 Fax 717-939-7737 Jillian B. Winfreld--Tate, Supervisor We sincerely appreciate the confidence you.have placed in us and will continue to assist ,You in every way we can. Please feel free to contact us tf you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT , AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. Professional Services Funeral Director 8c Staff Embalming $1490.00 Other Preparation of Body $635.00 2. Facilities & Equipment $275.00 Use of Equip & Stafffor Church Viewing/Funeral 3. Automotive Equipment $475.00 Funeral Coach Transfer of Remains to Funeral Home $205.00 Limousine $245.00 FUNERAL HOME SERVICE CHARGES $275.00 SELECTED MERCHANDISE: ~~ ~ 843 Midnight Blue Top Seal Vault $4000.00 Custom Memorial Package $995.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $300.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN $8895.00 ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Newspaper Notice 'Tent Renal $574.98 TOTAL CASH ADVANCES AIYD SPECIAL CHARGES $150.00 $724.98 SUB= COTAL $9619.98 INITIAL PAYMENT /DISCOUNT /CREDITS $9619.98 ----- ----- -- TOTAL A,~10UNT DUE D ~ i/ ~ A ,..~ Page 1 f~({ ~unlti/ ~~O O