HomeMy WebLinkAbout03-30-09~ ,y PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU DF INDIVIDUAL rAxes - AND FILE ND
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FUIRRIS BURG PA 17128-0601
xfvasca ex uv <oti-dai ' ' ' '" DATE
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09118410
03-26-2009
2009 BAR 30 PH 2~ OS
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ALf REDA RIVERS
2069 SPRING ROAD
CARLISLE PA 17013
EST. OF ROSE M SALISBURY
SSN 201-20-6591
DATE OF DEATH 03-14-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU orovi ded the Oepa rtment with the infornati on below, which has been used in calculaking the
potential tax due. Reco rtls indicate that at the death of the above-nametl decetlent, you were a ioint owner/beneficiary of khis accounk.
If you Feel the inf ormakion is incorrect, please obtain wrikken correction from the Financial instituki on, attach a copv to this fora
antl reku rn ik to khe above address. This accqunt is taxable in accordance wikh the Inheritance Tax laws of the Conn onw ealth of
Pennsvlvania. Please call O1]) 7H]-8327 with quasti ons.
COMPLETE PART 1 BELOW x SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account Na. 151893-00
Account Balance
Percent Taxable
Amount Subject tm Tax
Tax Rate
Potential Tax Due
Date 06-05-1995
Established
$ 2,076.51
X 50.000
$ 1,038.26
X .045
To ensure proper cretlit to the account, two
cgpi es of this notice musk accon parry
payment to the Register of Wills. Make check
pav able to "Regi sker of Wills, Agenk".
NOTE: If tax pave cots are made within three
months of the tlecadent's date of tleath,
detluct a 5 percent discount on the tax dua.
Any Inheritance Tax due will become tlelinquent
nine months after the tlate of tleath.
A. ^ The above inf ornati on and tax due is correck.
Remit pavnent to the Register of Wills wish two copies of this notice to obtain
CHECK a discount or avoitl inkerest, or check bqx "A" antl return this notice to the Register of
ONE Wills antl an official assessment will be issued by the PA Oepa rtn ent of Revenue.
BLOCK B. ~ The above assot has been qr will be reportetl antl tax paitl wikh the Pennsvlvania Inheritance Tax return
ONL Y to be filetl by the estate representative.
C. The above inf orma eon is incorrect and/or debts antl detluctions ware poi tl.
Canplete PART 2~ and/or PART 3f~ below.
PART If indicating a tlifferent tax rate, please state ~ ~~.e @ ~"°~
relationship tm decedent: Sad wm ,,, ^e ~~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxablo
7. Tax Rate
8. Tax Due
PART
DEBTS AND DEDUCTIONS CLAIMED
r penalties of perjury, [ declare khaY the facts I have reported above era Yru e, correct and
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the best of knowledge and belief. ~~
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R SIGNAT RE TELEPHONE NUMBER DATE
OF TAX ON JOINT/TRUST ACCOUNTS
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DATE PAID PAVFF DFCf`RTPTTnN Aun::ur Darn
Ronan Funeral Home
255 York Road
Carlisle, Pennsylvania 17013
Phone 717-258-9863
Lynn A. Ronan, Funeral Director
We Care 100%
Our Family Serving Your Family
Thursday, March 19, 2009
Mr. Roy B. Salizbury, Jr.
7802 Wentzville Road
Carlisle, PA 17013
Fax 717-241-4041
Dear Roy,
Thank you for selecting our funeral home to provide services for your family during your time of bereavement. I hope that you
found ow services, so faz, to be of the highest standards that we always try to achieve. The following is a summary of the
service chazges as previously explained and provided in written form on [he services for:
ROSE MARIE SALISB Y
PROFESSIONAL SERVICES
Basic service of funeral director and staff $ 4
590
00
Embalmingg
Dressing
Casketing and Cosmetolo ,
.
$ Incl.
,
gy
Other Prepazation of Body $ Incl.
$ Incl.
TOTAL PROFESSIONAL SERVICES
Use of Facilities & Staff for Visitation
Use of Facilities & Staff for Ceremony at Funeral Home $ Incl.
$ Incl
Use of Staff & Equipment for Graveside Service .
$ Incl
Transfer of Remains to Funeral Home .
$ Incl
Heazse /Funeral Coach .
$ Incl
Flower Vehicle
Flower /Lead Caz .
$ Incl.
MERCHANDISE SELECTED $ Incl.
Casket: Awora "Lila" 20 a
Outer Bwial Container MCCALMONT SUPREME $980.00
$1 095.00
C TOTAL MERCHAN DISE SELI+~CTED
ASH ADVANCES
Certified Copies of Death CertiScate
Clergy Honorarmm
Newspaper Notice Sentinel
Flowers
Opening Grave
Organist
Cantor
Altar Serviers
LESS: Credits granted
TOTAL OF SERVICES
Cumberland County VA
LESS: Payments Made
$4,590.00
$2,075.00
$ 24.00
$ 175.00
$ 217.46
$ 212.00
$ 450.00
$ 125.00
$ 50.00
$ 30.00
CASH ADVANCE TOTAL $1,283.46
$100.00 $100.00
$7,848.46
3,380.00
BALANCE DUE X4,468.46
If there are any questions or concerns that remain unanswered, please call me.
Sincerely,
Lynn A. Ronan
Funeral Director