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Home My WebLink About08-10-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: MATTHEWS PHYLLIS M 1 17 STRAYER DRIVE CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) N0. CD 01 1588 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssN: 202-20-2757 FILE NUMBER: 2109-0505 DECEDENT NAME: RICKARDS EDITH M DATE OF PAYMENT: 08/ 10/2009 POSTMARK DATE: 08/10/2009 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/2009 09503870 ~ 5120.66 09142678 ~ 56.21 09142676 ~ 54.70 101 ( 51,239.75 101 ~ 52,458.86 TOTAL AMOUNT PAID: REMARKS: PAYMENT FOR NANCY STUM REC GIVEN TO PHYLLIS MATTHEWS CHECK#5646 INITIALS: JN SEAL RECEIVED BY: 53,830.18 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS INFORMATION NOTICE FILE N0. 21 ...AND. ACN 09503870 -TAXPAYER RESPONSE DATE 06-15-2009 '-1543A AFP (7-00) TYPE OF ACCOUNT z 0 G {e ~~~~g ~L~ ~ ~i ~'}'~,~n~~DITH M RICKARDS ® SECURITY $.$. N0. 202-20-2757 ^ SEC ACCT (~! r ~~:~ FATE OF DEATH 05-16-2009 ^ sTOCK ~iit"'''~,°:,~_; .~au~~Y CUMBERLAND ^ soNDs Cl) ~~ ~~ N REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMERIPRISE has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset. If you feel this information is incorrect, please obtainwritten correction from the transfer agent, 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. Questions r..ay be answerca try ca)_ling !717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 930072313792004 To insure proper credit to your account, two (2) copies of this notice must accompany your 5, 644.98 Payment to the Register of Wills. Make check DOD Valuation payable to: "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax 2,822.49 (3) months of the decedent's date of death, Tax Rate X .045 you may deduct a 5i discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 127 • 01 nine C9) months after the date of death. P~T TAXPAYER RESPONSE 1 FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE A. The above information and tax due is correct. 1. You may choose to 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 you may check box "A" and return this notice to the Register of 0 N E Wills and an official assessment will be issued by the PA Department of Revenue. 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 ~~~111 to be filed by the decedent's representative. C. ^ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ^3 below. PART If you indicate a different tax rate, please state your pFFICIAL USE ONLY ^ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSET(S) PAD LINE I. DOD Valuation 1 1 2. Percent Taxable 2 X 2 3. Amount Subject to Tax 3 3 4. Debts and Deductions 4 - G 5. Amount Taxable 5 5 6. Tax Rate 6 X 6 7. Tax Due 7 7 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID ..~ .urger- on une n or iax t;omputationJ $ 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 C77 ) ~~(~,- „/02( ~...~~ WORK (7/7 ~ '7'7G~- a y ~ /O~DQ TAXPAYER IGNATURE TELEPHONE NUMBER DATE ,,~ ~e-ti~~ .~ ~ . z ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 09-0505 ACN 09142678 DATE 06-12-2009 l~ -- 1~F- ~. _ ,' 9r _ - 'ra,~ 1 EST. OF EDITH M RICKARDS SSN 202-20-2757 DATE OF DEATH 05-16-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT ® SAVINGS ^ CHECKING TRUST CERTIF. ADAMS COUNTY NATIONAL 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 point 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 (7177 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS AcCOUnt No. 5527589 Date 10-29-2001 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 290.78 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to 3 9 NOTE: If tax payments are made within three Tax $ 1 4 5 . months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Potential Tax Due Any Inheritance Tax due will become delinquent $ 6.54 nine months after the date of death. P T TAXPAYER RESPONSE ~ 1 AI L URE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A35ES5MENT A. ~ .f ~y~ The above information and tax due is correct. ~n 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 C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania I h it T 0 N L Y n er ance ax return 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 ~ below. PART If indicating a different tax rate, please state OFFICIAL U5E DNLY relationship to decedent: AAF ^ PA DEPARTMENT OF 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 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X ~ 8. Tax Due g $ 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PArn 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 7 ~7 ) ~ 7 (~ ~ 6 / 2 ~C ~' WORK C7(7 ) T 7 ~-' ZYSZ V c~ DSi TAXPAYE SIGNATURE TELEPHONE NUMBER DATE ,ur,v~ itnter on Line 5 of Tax Computation) $ PENNSYLVANIA INHERITANCE TAX ~ INFORMATION NOTICE _ ..AND,. FILE N0. 21 09-0505 TA~CPAYER RESPONSE ACN 09142676 DATE 06-12-2009 e-oe, ;~?"^~ ;^,?t^ ; t~? a j'~r~ ~ TYPE OF ACCOUNT .d ~~~-~ t ~ ~'E~. ~~ EDITH M RICKARDS ~ SAVINGS ' ~ ~ SSN 202-20-2757 ® CHECKING ~~_~ ~..f,~DATE OF DEATH 05-16-2009 ~ TRUST "`' _ L'~L~NTY CUMBERLAND ~ CERTIF. r, , . ~ ~ , ~_ ~, -- -~ REMIT;~PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE ~ CARLISLE, PA 17013 ADAMS COUNTY NATIONAL 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) 7E7-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 175137 Date 09-16-1996 To ensure Proper credit to the account, two Established copies of this notice must accompany Account Balance $ 6 5 9 . 4 3 Payment to the Register of Wills. Make check " payable to Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject to Tax $ 109.91 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X . 045 deduct a 5 percent discount on the tax due. Potential Tax Due Any Inheritance Tax due will become delinquent $ 4 • 95 nine months after the date of death. P T TAXPAYER RESPONSE ~ 1 FAILURE 70 RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 0 N E 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. [ B L 0 C K ~ E, ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return D N L Y to be filed by the estate representative. C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART IJ 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 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT Pnr~ 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 T ) ~. ""G (L X _ ~ WORK cZ ~'1 ~ '~ t L Z Y.!'i (~ c~ 09 TAXPAYER IGNATURE TELEPHONE NUMBER ~( DATE ~~..~ ien~er un a ne s or iax computation) $ ~'7 ~ <<_S 's `~ ~~ tfCt y E r ~~ << < r ~'~ s~ A, ~ ~v d 9 s' D 3~ 7 i ~kdah~ ~~M~s ~ c N d ~ (~ Z~ 7 ~ ~d~ns 1, ~ ~r~.~9 ~ ~ N D P l~ z~ 7 7 l4c~a ~S C itl~,Ay (4 (._. N D~ ~ Y L L 7 G ~~~s< ~ ~'/V ~D~ ~ouSC ~ ~/~ ~dl ~~ ~~c,-<<~ r; s~ jE C ~/ l d Y /{hCr;Pr~sc ~ C N l0 l zo . 4 ~ ~ C z. o. ~ ~ ~' G . 2 ~ ~` ~ . 7 d ~ Y. 70 ..~ t 2 3 ~~ 75' ~z ,3`1,7s .~ Z- ~( s'~, 8~ ~ $ ~ `~ s8 . 86 ~~r~c~.~ /t/a .z e ~ Nd ~~~ P~ r (~."s a.1c Y P~,~~(~s ~a ~~ Per ~(~s or rl c lz~c~.p , P/~~(~s - 3'23. Q7 ~_„ ~'~- ~a}c .~f~ ~fll"a~ •025 /~~~C~ - 38 3D, (8 (JI/a~c~ 1'o(c nv,~c a.~ ~C.•taJ ~1cc~ (~cc1: -~': c1 Per ~~~'~ Y ~v t -~ S p~: z` o .~ ~r'~ 7`C L -c--~~~-c-Ks rfl~ ~EPr~s1'Ct ®For P~iYfl-~s % ~38Z3., p~T C ~_ o ~: <7 °^ r- ~.~ :i ~~j `_ ~_ '' C= -i7 -I Na~/c y T~ K C s -..~ ~,. C `- C -- ~. a CJ U1 W