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Home My WebLink About06-03-09BUREAU OF INDIVIDUAL TAXES Po Box zeasal W4RRISBURG PA 17128-8601 REY-]563 67t ~P coe-oe> INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ND. 21 ~~~+~~~ ACN 09129357 DATE 05-15-2009 TYPE OF ACCOUNT E5T. OF JUDITH WEAKLEY ~ SAVINGS SSN 226-58-0309 ~ CHECKING DATE OF DEATH 04-18-2009 ~( TRUSF COUNTY CUMBERLAND ;_.,Q CERTIF. REHIT PAYMENT AND FpRNS T0: ~7 _, -_ LUCINDA S STONE REGISTER OF WILLS ~,~_ 07 128 OLD FORD DR CUMBERLAND CO COURT HOUSE CAMP HILL PA 17011 CARLISLE, PA 17013 ?L=rte - - yz. COMMERCE BANK HARRISBURG NA Drovided the Dopartsent with the inforsation below, which has been used'1h c~flculatins he potential tax duo. kecorda indica}o that at the death of the above-nosed decedent, you were a 3oint owner/benoti'dlary of this account. If you feel the inforaation is Incorrect, please obtain written correction free the financial institution, attach a copy to this,;fors and return it to the above address. Fhis account is taxable in accordance with the Inheritance Tax laws of the Cossonwealth of Ponnsylvanie. Please ca12 (717) 787-8327 with tlueations. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 120001687 Data 08-12-2008 To ensure proper credit to the account, two Established copies of this notice suet accospam~ Account Balance $ 87,466.57 pevsent to the Register of Wills. Melee cheek Percent Taxable X payable to "Register of Wills, Agent", 100.00 Amouht Sub3eet to Tax ~ 87, 466.57 NOTES If tax aayaents are wade within three TaX Rata months of the decedent's det• of death, X . 1 5 deduct a b percent dlsoount on the tax due. Potential Tax Due ~` 13, 119.99 Any Inheritance Tax Quo will becose delinquent nine sonths after the date of death_ PAaRT ~ TAXPAYER RESPONSE Yi,'L ., . - . ' A. ~ The above inforsation and tax due is correct, Resit paysen} to the Register of Wills with two copies of this notice to obtain C C HECK a discount or avoid interest, or check box "A" and return this notice to the Register of 0 N E Willa and an official assesssant will be issued by the PA Depertsent of Revenue. BLOCK B. Ao above asset has bean or x311 be reported and tax paid with the Pennsvlvenia Inheritance Tax return ONLY to be filed by the estate reprosontative. C. ~ Ths above inforsa ion is incorrect and/or debts and deductions wore paid. Cosvlet• PART ~2 and/or PART 3~ below. PART If indicating a different tax rate, please state - relationship to decadent: _ TAX RETURN - CONPU7ATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Asount Sub~eet to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART u DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) t Under pena ties of perjury, I declare that the Pacts I have reported above are true, correct and com the best of wledge and belie!. ~''' HOME C ) ~j _ 2Z ~{ TAXP R SIGNATURE ~~~ ~~ ~~~ _. ~ ~- TELEPHONE NUMBER INFORMATION NOTICE BUREAU OF INOIVIOUAL TAXES PO SOX 280501 AN D HARRISBURG PA 17128-0601 T'a'~PAYER RESP(,~NS`E eEV-isaa oc a/P cos~ee~ Data o9-os-2oo6 Established S 108,314.88 X 5~.~0~ $ 54,157.44 X .15 ~ 8,123.62 TYPE OF ACCOUNT £ST. OF JUDITH WEAKLEY SSN 226-58-0309 ^ sAVINGs DATE OF DEATH 04-18-2009 ® CHECKING COUNTY CUMBERLAND (^ TRUST LUCINDA S STONE REMIT PAYMENT AND FORMS 70: ~ clTJ CERTIF. `--- 128 OLD FORD DR REGISTER OF WILLS ~ `'_' CAMP HILL CUMBERLAND CO COURT HOUSE'L ~ ~~ PA 17011 CARLISLE, PA 17013 rw ~~ ~ = ., ..,-_.~ COMMERCE BANK HARRISBURG NA J.~, ~'- Provided the Oepartaent with the inforeation below, which has boart used 3tf7cal7:ulatin Potential tax due. Records indicate that at the death of the above-naaed decedent, ~~ If you fool the fnfonation fa incorrect, please obtain written correction frog the financial institution, attach a copy to this+fara y of this account. and return it to the above address. This account is taxable in accordance with the Inheritance 7axtlaws ofbthefCoaeonwealth Pennsylvania. Please Ball (717) 787-8327 with ouestions. COMPLETE PART 1 BELOW x SEE REVERSE SIDE FOR FILING AND PAYMENT TuoTS..,.~.-_.._ of Acceunf u,. ~~~.-. rveJL70/{/ PART Account Balance Percent 7axablo Amount Subject to Tax Tax Rate Potential Tax Due CHECK ONE BLOCK ] B ONLY FILE N0, 21 U I -C~U'1 ACN D9129355 DATE 05-15.2009 To ensure proper credit to the account, two copies of this notice •ust accoapeny vayaent to the Register of Wills. Hake check payable to "Resister of Wills, Aeent". NOTE: If tax pavaents are aade within three aonths of the decedent's date of death. deduct a 5 percent discount on the tax due. Any Inheritance Tax due will beeoae dalinauent vino soothe after the data of death. The above inforeation and tax duo - ~ Resit pageant to the Register of Willscwith two copies of this notice to obtain ' a discount or avoid interest, or check box "A" and return this notice to the Reeister of Wills and an official assessaont will be issued by the PA Oepartaent of Revenue. The above asset has bean or will be reported and tax Paid with the Pennsylvania Inheritance r,,, .._...__ to be filed by the estate representative. C• U The above infonaa ion is incorrect and/or debts and deductions were paid. Coaplate PART ~2 and/or PART 3^ ~-•J below. P ART if indicating a different tax rata, please state Q relationship t o decadent: TAX RETURN - COMPUTATION OF LINE 1 D t TAX ON JOINT/TRUST ACCOUNTS . a e Established 1 2. Account Balance 2 3. Percent Taxable 3 X 4. Amount Sub3oct to Tax q ~` 5. Debts and Deductions g 6. Amount Taxable 6 $ - 7. Tax Rata ~ X 8. Tax Due d °- ~~ - - $ PART U DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under pe ltios of par~ur I TOTAL CEnter on Line 5 of Tax Computation) e y, de eompl to the be t o l clare that the facts I have reported above are odge and belief. true, correct and -- HOME C 1 ct _2 ~ ~-._._a --- TAXPAYER SIGNATURE ......_._.._`WORK -~-T'j-!'~'7''~7-'t__~_---~T_-_..--_.Y--f-:-~-rr-., INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES PO 807( 280601 AND ~~ _ (~-~ G'1 HARRISBURG PA 1712{-o6Dl TAXPAYER RESPONSE FILE N0. 21 ACN 09129355 a[v-isst ac w=r toe-,s, DATE 05 -15 - 20 D 9 TYPE OF ACCOUNT EST. OF JUDITH WEAKLEY SSN 226-58-0309 ~ sAYINCs DATE OF DEATH 04-18-2009 ^ CHECKING COUNTY CUMBERLAND ~--~ ~_ ,~ TRUST REMIT PAYMENT AND FORMS T0: =;>(;"~ ~'~ CERTLF. KIZ C SMITH 128 OLD FORD DR REGISTER OF WILLS ~-i7 _~`° -,~~ ~_- CAMP HILL PA 17011 CUMBERLAND CO COURT HdUSE %=`~-} "- CARLISLE, PA 17D13 ~ - ~ ' ,~~•~~~ :~ ~. - ~~~ COMMERCE BANK HARRISBURG NA ~'' potential tax due. Records indicate that at the death of the above-naaed decedent, provided the Dapartaent with tM information belox, which has been used`71'n ealeulating-t~ho If you foal the information is incorrect, ploase obtain writ tan correction free the financial institution, attach a c and return it to the above address. ihis account is taxable 1n accordance with the InheritancelTaxtlawsaoibthefCoaaonwoolthiof~ount. Pennsylvania. Please call (717) 7{7-8327 with questions. opy to this fora COMPLETE PART i BELOW a SEE REVERSE SIDE F$1R FILINS AND PAYMENT TNISTOUrr*,.•... Account u,. 1 -,....... acuuulOtt6 Account Balance Percent Taxable Amcunt Sub~oct to Tax Tax Rate Potential lax Duo Date 08-I2-2008 Established _$ 87,386.86 X 100.00 S 87,386.86 X .15 ~ 13,108.03 • •• ••.. , a ./nJ To ensure proper credit to the account, two copies of this notice ^ust acts«pany payaent to the Register of Nills. Make chock paya6la to "Register of Wills, Agent". NOTES If tax payaents are aade within throe aonths of the decedent's date of death, deduct a 5 percent discount on the tax duo. Any Inheritance Tax duo will bocose delinquent nano aonths after the data of death. A• ~ Tho above information and tax due is correct. ~~ Raait payaent to the Register of Wills with two copies of this notice to obtain C C HECK a discount or avoid interest, or cheek box "A" and return this notice to the Ropistar of 0 NE J kills end an official assassaent will be issued by the Pq Dapartaont of Revenue. BLOCK {, I.~f The above ascot has boon or will be reported and taoc paid with the Pennsylvania inheritance Tax return ON L Y GGG to be filed by the estate reoresentatlve. ~• ^ The above inforaa ion is incorrect and/or debts and deductions wars Daid. Coaplota PART 2~ and/or PART D below. PART If indicating a different tax veto, ploase state a relationship to decedent: TAX RETURN COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2- Account 8alanee 2 3. Percent Taxable 3 }( 4- Amount Subject to Tax 4 $ 5. Debts and Deductions 5 6. Amount Taxable 6 $ 7. lax Rate ~ X 8. Tax Due 3 ~- PART U DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL Cfintor on Line 5 of Tax Computation) Under penalties of 6 perjury, I declare that the facts I have reported above are true, correct and co~pleta to the best at my knowledge and belief. -' ---- ._.~.-.._.,. HOME ( ~7/~ J L9 ~ 2'7 ~~ TA AVER SIGNATURE ~IB~ ~~- ~"7 6 ~ ~ 3 TELEPHONE NUMBER ~ ~ DATA= SMIGEL, ANDERSON & SACKS LL HEATHER D. ROYER, ESQUIRE P P HONE: (717) 234-2401 ATTORNEYS AT LAW TOLL FREE: 1-800-822-9757 FACSIMILE (717) 234-3611 EMAIL: hroyer@sasllp.com www.sasllp.com File No. 9806-2-SA June 2, 2009 :~ egister of ~%Vilis Gffice C~ ~-~ _- -.~ ~ ;'~ ' ', . .- Cumberland County Courthouse , , , ~;'' 4: 1 Courthouse Square _ ;~ , ~ Carlisle, PA 17013 . ~ ~ ~--- -' ~ = x - -, ~n~ RE: Estate of Judith Louise Weakley --~ No.: 21-09-0407 Dear Sir or Madam: Enclosed please find for filing in the above-referenced Estate an original and one copy of the completed and signed Inheritance Tax Information Notice and Taxpayer Response. Kindly timestamp the copies and return them to our office in the attached, self-addressed envelope. Thank you for your attention to this matter. Sincerely, f ~ ~v~ C . ~~f /alh Amy L. Raines, Paralegal to Enclosures Heather D. Royer cc: Kiz Smith and Luci Stone (w/out encl.) 4431 North Front Street 3rd Flr. Harrisbur Penns lvania 17110-1778 A PENNSYLVANIA LIMITED LIABILITY PARTNERSHIP a0 00 mh'o`" 'OCON~ 01 Woo l~Oz~ a 0 -, a N ~. ~ r ~ Q. N O ~ ~ t \ O LL d a~w 6 " ° Q ~S03tINn o o ~ ti ~r~ a J J o r r Q ~ N ~ ~ N ~'m dS ~ J ~' ~ C Z R ~ N O N LL C N T ~ ~' c o a W o Z o~ Q Q M 9 Z d N d ~ J = W ~_ N IJ- Q O Z _JptAo U -~ u- ~ ~ a _~Z ~ gl=l~~~ f ,^ ~y. l/, ~ m ~ J V ~;,,~ O Q W Ji 1 ~- ~ (S„ V ,.., 1.,E j.F i.t ~Y" i ~t;i °y ~'~! .~ •i i:: } ;t •.. .,..s