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Home My WebLink About10-20-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0601 HARRISBURG, PA 1 7 1 2 8-0 601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 01 1876 LINDERMANN WARREN R II 20 SOUTH MAIN STREET DOVER, PA 17315 ,o~d ESTATE INFORMATION: ssN: FILE NUMBER: 2108-1090 DECEDENT NAME: LINDERMANN ELIZABETH J DATE OF PAYMENT: 10/20/2009 POSTMARK DATE: 10/19/2009 couNTY: CUMBERLAND DATE OF DEATH: 1 1 / 03/ 2008 REMARKS: CHECK#1027 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 09154663 ~ 514.77 09154664 ~ 514.77 f TOTAL AMOUNT PAID: INITIALS: CJ REV-1162 EX111-96) 529.54 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE INFORMATION NOTICE f, ,~'- -, BUREAU OF INDIVIDUAL TAXES AN D PD Box 2BO6o1 ~ TAXPAYER RESPONSE HARRISBURG PA 17128-0601 „ *_,* * REVISED NOTICE rsev-:sas'sX ~cA coe o`er TAX FILE N0. 21 08-1090 ACN 09154663 * DATE 04-28-2009 ~"' - T'T - _ , U'' - C?; _- r-, , WARREN R LINDERMA~N 20 S MAIN ST DOVER PA 17315 TYPE OF EST. OF ELIZABETH J LINDERMAN SSN DATE OF DEATH 11-03-2008 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN 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. 2331023913 Date 09-05-2005 To ensure proper credit to the account, two Established copies of this notice must accompany 1 , 969.68 payment to the Register of Wills. Make check AcCOUnt Balance $ payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are node within three Amount Subject to Tax $ 328.29 months of the decedent's date of death, Tax Rate ~( . 0 4 5 deduct a 5 percent discount on the tax due. 1 4 . 7 7 Any Inheritance Tax due will became delinquent Potential Tax Due $ nine months after the date of death. P~T TAXPAYER RESPONSE ~ AILaUR~ YO R~SPFN,D 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 CHECK a discount ar 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. 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 3LJ below. PART If indicating a different tax rate, please state OFFICIAL U5~ Ot+~1,1~ AAE relationship to decedent: PA DEPARTMENT O REVENUE u 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 S 6. Amount Taxable b $ 6 7. Tax Rate 7 X ~ 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) S Under pen ies of perjury, I declare that the facts I have reported above are true, correct and c ete 1ne est of my knowle and b ief. HOME C~~7 ) ~ ~ 7cs? WORK C7/`7 ) ~ ~~- 1) ~ ~3 l~ I(P U~ AXPA R S E T~~ rn,,....~ ........__ PENNSYLVANIA INHERITANCE TAX SOVEREIGN 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 (717) 787-3327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES r y~. ~~ ~ ~, AND FILE N0. 21 08-1090 Po Box zaocol ,TAXPAYER RESPONSE ACN 09154664 HARRISBURG PA 17128-0601 ~ - ; ~VV ~ * * *-~REVISED NOTICE * * * DATE 09-28-2009 REV-1543 EX I1rP (OB-09) t~~9 ~~~ ~~ ~ ~(j: ~ { TYPE OF ACCOUNT EST. OF ELIZABETH J LINDERMAN ^ SAVINGS 1~' 4%~'`;'- SSN ® CHECKING ~1 1 _ _-`` ~"' DATE OF DEATH 11-03-2008 ^ TRUST r" ~"; COUNTY CUMBERLAND ^ CERTIF. t,''.. , REMIT PAYMENT AND FORMS T0: SUZANNE B LINDERMAN REGISTER OF WILLS 45 VINE DR CUMBERLAND CO COURT HOUSE CARLISLE PA 17015 CARLISLE, PA 17013 Account No. 2331023913 Date 09-05-2005 To ensure proper credit to the account, two Established copies of this notice must accompany 1,969.68 payment to the Register of Wills. Make check Account Balance $ payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject t0 TaX $ 328.29 months of the decedent's date of death, TaX Rate )( . 045 deduct a 5 percent discount on the tax due. 1 4 .7 7 Any Inheritance Tax due will become delinquent Potential Tax Due $ nine months after the date of death. PART TAXPAYER RESPONSE ~ A.ILURE TO BSI? 4~ILL RESULT Iht 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 CHECK 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 BLOCK B ~ The above asset has been or will be reported and tax aid with th P l i I h i . p ennsy e van a n er tance 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 3^ below. PART If indicating a different tax rate, please state OFF~IAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions B. Amount Taxable 7. Tax Rate 8. Tax Due 2 3 X 4 $ 5 6 $ 7 X 8 $ 1 2 3 4 5 6 7 Uri ~- PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID U er penalties of erjury, I declare that the facts I have reported above are true mplete to the bes of m know edge and belief. HOME C f ) ~ /i/~/Iit.,r~ ~ _ /Lr D.l iY~,l~iiLc.. WORK C'yl'7) _ ~/ correc _ l_'~ 'ag R SIGN-AT'URE TOTAL CEnter on Line 5 of Tax Computation) S r- 4.~~.. 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