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Home My WebLink About06-01-09PENNSYLVANIA INHERITANCE TAX NOTE: If tax payments are made within three Amount Subject to Tax $ 2, 065.47 months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 92 • 95 nine months after the date of death. P~T TAXPAYER RESPONSE ~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSE55MENT A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ONE 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. BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 REV-154 E% AFP (08-08) INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 ~~~ b5~ 1 ACN 09129819 DATE 05-21-2009 TYPE OF ACCOUNT EST. OF ROBERT L RATHFON ® SAVINGS SSN 204-26-8322 ~ CHECKING DATE OF DEATH 05-11-2009 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: ~~.. LINDA C KELLEY :.: J REGISTER OF WILLS ~? ;=r; 905 OHIO AVENUE CUMBERLAND CO COURT HOI~~~~ ~ LEMOYNE PA , 17043 CARLISLE, PA 17013 '-~_, ("" --- ~ ---- ^ 7 MEMBERS 1ST FCU . provided the Department with the information below, which has been used"i~ calcula~g the potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/bengf~e3-Ary of this account. If you feel the information is incorrect , please obtain written correction from the financial institution, att~ a copy tort-tis form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealtk of ~ Pennsylvania. Please tali (717) 787-8327 with questions. '' -- COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 25758-00 Date 12-05-1980 To ensure vroper credit to the account, two Established copies of this notice must accomvany Account Balance payment to the Register of Wills. Make check $ 12 392 59 " . , payable to Register of Wills, Agent". Percent Taxable X 16.667 C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3LJ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 I 2. Account Balance 2 $ Z 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ eY VC05; ~, Q 5. Debts and Deductions 5 o(d~O5.~.7 5 $ 6. Amount Taxable 6 8' (, 7. Tax Rate 7 X 7 8. Tax Due 8 $ 8' $ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID I S mr~ o c L. ~ F ~ ~ o IUTAL CtnLer on Llne 5 oT lax GOmpULaLlOn) $ Under penalties of perjury, I declare that the facts I have reported above are tr ue, corre c t and complete t o the b es t of my knowledge and belief. HOME ~~~1 l ~ l )~~Q~"~C7~"~~ //~~ n ~ ,~° ~) L" . E~j.P.~Q~F.I..~ WORK C ) a8 MA4 ~9 TAYDAVCD CT!_`A ATIIDC TCI COLI f>AI [: A111Y4CD TwTr Ronald C.L. Smith Funeral Home 325 North High Street Duncannon, PA 17020 Phone # 717-834-4515 Bill To Esther Rathfon 7 McNaughtan Dr. Duncannon, PA 17020 Invoice Date Invoice # 5/13/2009 25x Client Terms Due Date Robert Rathfon Net 30 6112!2009 Quantity Description Rate Amount Professional Services of Staff and Directors 1,195.00 1,195.00 Embalming 425.00 425.00 Private family Viewing ?7~ 00 ?7~ 00 Graveside Services 175.00 171.00 Funeral Coach 175.00 175.00 Spencer Casket 1,370.00 1,370.00 Sentinel Vault 1.250.0 1.250.00 Peaceful Retreat Register Book Paekage 125.0 125,00 Equipment Rental 295.00 295.00 Openin, and Closing of Crave 500.01) 500.00 Flowers A-I 300.00 300.00 20 Death Certificates 6.00 120.00 Obituary in Patriot News 279.27 ?79 ~7 If amount paid in full by cash or check by 5/20/2009, then you can receive a Z°io discount on the services. lliscount amount is X105.70, bringing the balance t ~ab37$.57. ~ ~;} ~ `~ ,~ r te' r D ; ~ J `' Jt v. Tota{ 6,4x4.27 Payments/Credits 4-6.4x4.27 It's been a pleasure workinb with you! Balance Due ~~-Oo F f"'t t~. ;.~ ?"' ~ l lJ t;~ _;~ ~.. ~~ ~ ~ r4 ~~ ~! '`-Q~ 1. 1~ - pp.~~YY~~ 4sii yr ~'2 ,,,~ ) T '. A } + f. ,b:. ~ O 1~ Y + ~ ^ry ~~ .. .s. n ^ 'Vf\ Q U Q ~ p a- J ~{-- ~ Vf /~ I,~ (/~ / --L ~ m .J U ~ ~ \..~ i ~M 'h >, > .~4'~ ~ y:+ O v1 ,? .,,J -,~~ i~ p~ ~K . 1 ~'~•i !71 j~~ ~:r j'1 .~ t;,°•i ,~. •r•!