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HomeMy WebLinkAbout10-01-09BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 - REV-1543 E% 11FP (o8-b Bi. PENNSYLVANIA INHERITANCE T INFORMATION NOTICE to AND '-~- ~ '~,., - ~P~A~1(ER RESPONSE FILE N0. 21 0~1 ~~~~~ ACN 09155546 DATE 09-04-2009 2009 CCT - ~ ~~ ~' ~ (EST. OF ROBERT J YINGER SSN 179-30-4032 C~ ~~i`~ C~ DATE OF DEATH 03-01-2009 QRPH'!~`~'~ r;~~;t~~' i COUNTY CUMBERLAND ~ ens-r ~~ ~ , r. r ' ~ , Pr`. REMIT PAYMENT AND FORMS T0: C~R~~~:. SAMUEL W YINGER REGISTER OF WILLS 7 VILLAGE LN CUMBERLAND CO COURT HOUSE NEWVILLE PA 17241 CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SUSQUEHANNE BANK 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 PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 405100004994 Date 10-09-2007 Established Account Balance $ 107,310.33 Percent Taxable X 16.667 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three Amount Subject to Tax $ 17,8$5.41 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 $ 804.84 nine months after the date of death. P~T TAXPAYER RESPONSE 1 FAILURE TD RESPOND WILL RESULT IN AN DFFICIAL TAX ASSE55MENT' 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 notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. j ~ ry ONE C' 3 CI IO(~C B L O 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. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF' relationship to decedent: PA DEPARTMENT DF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 ~ 6. Amount Taxable 6 '~ 7. Tax Rate 7 X 7 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK ( ) L/N TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) $ Date l a9-~ To the Register of Wills: I, Samuel W. Yinger, born on April 17, 1959, Social Security Number 175-56-8014, residing at 60 Shepherd Road, Newville, PA 17241, do hereby do a disclaimer and am not receiving any money from the Certificate of Deposit, Account Number 405100004994 from my deceased father, Robert J. Yinger, Social Security Number 179-30-4032, whose residence was 7 Village Lane, Newville, PA 17241. I did not receive any money from said Certificate, and all money went to my mother, Shirley A. Yinger, Social Security Number 177-30-8101, who resides at 7 Village Lane, Newville, PA 17241. In witness whereof the parties here to have hereunto set their hands and seals the day and year above written. Swara and s~bsoribQd to before me this~.~.day of SQc~- , ~C _.: =~w!~'rY H F Ptw~u~Yr~ VANtA _ NOTARIAL SEAL DARCIE A. NEIL, Notary Public goro of Carlisle, Cumberland County iNy Commission Expires Nov. 24, 2009 Samuel W. Yin er ~~~~~ g ~-- ~ ~~, ~~ Shirley A. Yinger Witnessed and Notarized by n c ~O .o _~ ~ - :~ o on ~ ~ __ -- r - ~ `~ -` _, 3c_ ~ _ _~ - p PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAxes _ AN D PD sox zao6gl ~' ' " ~ACXP'AYER RESPONSE HARRISBURG PA 17128-0601 J._ GFV-1SL1 FY AFP (0~•0'H'J ~~' -;. .I n,.i ~ ~ ..... FILE N0. 21 O~ QU~Ip ACN 09155603 DATE 09-04-2009 2049 OCT - i a~1 9~ 0 I CLEF~~t C;F CtJP~I~r ~~'~ - ~ ~....r~ PA~ JAMES L YINGER 7 VILLAGE LN NEWVILLE PA 17241 EST. OF ROBERT J YINGER SSN 179-30-4032 DATE OF DEATH 03-01-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SUSQUEHANNA BANK 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 ioint 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 PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 405100005009 Date 10-09-2007 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 107,310.33 payable to "Register of Wills. Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject t0 Tax $ 17,885.41 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 804.84 nine months after the date of death. PART TAXPAYER RESPONSE '~ ^ ;~,~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMEN A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtaiq [ ~ `{ pp ? C CHECK a discount or avoid interest, or check box "A" and return this notice to the ReJg~ter~4- t! ,[~(~, Wills and an official assessment will be issued by the PA Department of Revenug C ONE ~ ' B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inh~r't ance Tax retUfn 0 N L Y to be filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. ~ ~~ ~~'~ Complete PART 2~ and/or PART 3^ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 3 X 4 5 6 7 X 8 $ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED TOTAL CEnter on Line 5 of Tax Computation) 8 Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) ~~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID Date cc~ 0200 To the Register of Wills: I, James L. Yinger, born on November 29, 1967, Social Security Number 173-56-9724, residing at 2410 Skytop Trail, Dover, PA 17315, do hereby do a disclaimer and am not receiving any money from the Certificate of Deposit, Account Number 405100005009 from my deceased father, Robert J. Yinger, Social Security Number 179-30-4032, whose residence was 7 Village Lane, Newville, PA 17241. I did not receive any money from said Certificate, and all money went to my mother, Shirley A. Yinger, Social Security Number 177-30-8101, who resides at 7 Village Lane, Newville, PA 17241.. In witness whereof the parties here to have hereunto set their hands and seals the day and year above written. ~,__~~ James L. Yi er ;~ ~` V \ Shirley A. Yi er Witnessed and Notarized by ~~ ~ ~ 2~~ COMMONWe~LTra tar= pi=ryNSYLVANIA NOTP,RIAL SEAL SUCAN M HARTMAN, Notary Public Wctst Manchester Twp ,York County My Cr.,rmission Expires Nov 24 2011 tV , .._-_-- ~ ~~ - ~7 ~ O ~~ ~ ~ ~ SJ ~ -. ( -- ~ ~..- 1~ __ . J ' j i - '. ~ ) S : -.-'i ~ l ~ ~,~~ ~ ~ .l Q