The URL can be used to link to this page

Home My WebLink About08-10-09 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: MATTHEWS PHYLLIS M 117 STRAYER DRIVE CARLISLE, PA 17013 toed REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssrv: 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/ 1 6/2009 NO. CD 01 1587 ACN ASSESSMENT AMOUNT CONTROL NUMBER 09503871 ~ $120.66 09142677 ~ $4.70 101 ~ $1,239.75 101 ~ $2,458.86 TOTAL AMOUNT PAID: REMARKS: $3,823.97 CHECK# 5647 INITIALS: JN SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS s PENNSYLVANIA INHERITANCE T INFORMATION NOTICE ~ AND TAXPAYER RESPONSE .e-oa, _ FILE N0. 21 09-0505 ACN 09142677 DATE 06-12-2009 ~~,~o `5~'~``.~ ~;~.~~ L~~.~'C~~~EDITH M RICKARDS ~..E SSN 202-20-2757 r,~isl~'~~ ~F DEATH 05-16-2009 O' ir'~!~Q'~!~ ~'7 n CUMBERLAND ~. ~. ;:: -`REM,E7 ' PAYMENf~~ 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 calculatins 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 Bali 0717) 787-8327 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 payment to the Register of Wills. Make check Account Balance $ 659.43 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to TaX $ 109.91 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 became delinquent Potential Tax Due $ 4 • 95 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPC)ND WILL RESULT IN AN OFFICIAL TAX AS5E5SMENT A. ~ The above information and tax due is correct. Remit Dayment 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. C 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. 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 USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT Of REVENUE TAX RE TURN - 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. lax Rate 7 X 7 8. Tax Due 8 $ 8 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 ~(7 ) ~ ~ 3 - Q ~ Z ; /'"'~~~ ~, ~ WORK C ) D Arc. D TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) 8 _ INFORMATION NOTICE FILE N0. 21 ~CI (r~~.! j AND ~'AXPAYER RESPONSE ACN 09503871 `-' "" "' DATE 06-15-2009 '-1543A AFP (7-00) ~Z ~ ~ ~ ~ Zr{~~ ~~~ ~ ~ ~~~~ ~~: Lz~j TYPE OF ACCOUNT 111,""' EST. OF EDITH M RICKARDS ® SECURITY C~_~F_,~ ~ $.S. N0. 202-20-2757 ~ SEC ACCT ~, . ,r~.~'~ r`~A~ OF DEATH 05-16-2009 ~ STOCK GAF,-;r,: , :, ,;~ , CU",,1 COUN~T,x CUMBERLAND ~ BONDS REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE 3 CARLISLE, PA 17013 AMERIPRISE has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset. If you feel this information is incorrect, please obtain written correction from the transfer agent, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. 4uestio~s may be answered by cal7_irg t?17) 78?-8327. COMPLETE PART 1 BELOW ~ * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 930072313792004 To insure proper credit to your account, two (2) copies of this notice must accompany your 5, 644.9$ 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 C3) months of the decedent's date of death, Tax Rate X .045 you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 127 • O1 nine (9) 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 C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK 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 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 ~ below. PART If you indicate a different tax rate, please state your OFFICIAL USE ONLY relationship to decedent: ~ AAF PA DEPARTMENT OF REVENUE TAX RE TURN - COMPUTATION OF TAX ON ABOVE ASSET(S) pAD LINE 1. DOD Valuation 1 I 2. Percent Taxable 2 X 2 3. Amount Subject to Tax 3 3 4. Debts and Deductions 4 - 4 5. Amount Taxable 5 5 6. Tax Rate 6 x 6 7. Tax Due 7 ~ PART DEBTS AND DEDUCTIONS CLAIMED Under penalties of perjury, I declare that the facts I have reported above are true, correct and completeMto thMe bes~~twsof my knowledge and belief. HOME C ~('1 ) Z ~ 3 ~ ~ F Z; /'/• ~'/ a.~t~w.At~ WORK C ) F L7 cc 09 TAXPAYER SIGNATURE TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMf111NT porn ~ ~a 1e y s ..1 ..LIDS i--: 7`~Zc t ( Arccr~ rr'~s~ ~ ~ ~1/ D 9 s'D 3 s' 7 ~ ~ l Z O - 4 (o ~'~i-YLLc..~ ( hrc i r, ~ r, s c ~. C /ti/ D ~ S" (~ ,3 8 7 ~ ~ ~ ~ D. (o (o /t/d 2 C' c, ~dar,r ~'~? a s ~C ~'- N d ! ~ ~ Z` 7 ~ Y G . 2 ~ Nac ~C~ Rd~~S ~r~~«~^9 fk~~ ._ oY~~ z~ 77 ~ `t. 7d P~ ~~.s adan~ ~ ~~~,P.y A c,~ o p ~ Y zc. 7 ` ~ Y. 70 /1/d.~~ ~, ~ox st ~ ~' N ~ Dl ..~ l z 3 q,. ?s P~ l<i s ~~o~s~ a ~ nr _. ~ ~ l ~ ~ z ~ q, 7~- ~d~~ Y R h (t- ~ ~ r ~ sc ~ C /~/ ! C> ( .~` Z `( S8 . 86 ^/ /V ~ etc ~ 7107`! ~ 7~ sy, ~s /~f Ca.~ ; PA l(:s - 3 ~' Z3. `l 7 C D 't , ' ~,~ 7 . o-~s ~~ arro ax _ ~ac^c+t- 3$ 3D, ~8 (h/a•~c~ 1'v(~ no.~t o.~ ~C.7aJ J`~cc7~ {~cc-t:-l'~ c1 ~CcQP, Ptir~~: r -- 3 ~z ~, ~8 ~vt~ spl: t o.~ Pair (dc's .: d ~ <p os ~ ~- ~-v r~ 7`C Z c ~~ ~ Ks ?'~ P ~~; s Tcc K (. s ~ n~ c-~ C ~ 'Tn ~ ` ( '~ - ! 2-~ r- ' ~ . ~ - O - ~ ~ . l 1 .. ~ ~ ~~ -ri