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 ~~~~~
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Shirley A. Yinger
Witnessed and Notarized by
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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
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