HomeMy WebLinkAbout10-27-09~.
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Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Lois M. Lantzy
Ssx 161-34-2046
Date of Death 07-03-08
File No 21 08-0744
135 Amity Road
Duncannon PA 17020
October 24, 2009
Something seems to be wrong with your record keeping.
1) 09-09-OS I received a notice of payment due - $815.17 (minus
SX discount if paid before 10--03-08)
ACN 08501117 - Amount subs ect to tax - $6793.10
2) 09-16-08 I sent check #2789 in the amount of $774.41
3) 09-17-08 I received an official receipt showing this amount was paid
4) 10-18-08 I received another notice of payment due - $815.17
5) 10-18-08 I sent a copy of your 09-17-08 official receipt
6) 10-20-08 I received a statement of account showing a zero balance
7) 10-16-09 I received another notice (number 3) that payment is
still due - $800.67
ACN 09004368 - Amount subject to tax - $6672.22
Why did the ACN and the amount subject to tax change?
My two sisters, Helen Madigan-Sedor and Pauline Shelley also paid, in discount,
what they owed back in September 2008.
WHAT IS THE PROBLEM?
cc: Attorney David H. Stone
Helen Madigan-Sedor
Pauline Shelley
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PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE -
` AND ILE N0. 21 08-0744
r BEAU fiF INDIVIDUAL TAXES
• ., BOX 280601 TAXPAYER RESPONSE ACN 09004368
HARRISBURG PA 17128-0601
DATE 10-16-2009
REV-1543 EX AFP (OB-OB)
TYPE OF ACCOUNT
ST. OF LOIS M LANTZY ^ SAVINGS
SSN 161-34-2046 ^ CHECKING
DATE OF DEATH 07-03-2008 ^ TRUST
COUNTY CUMBERLAND ~ ^ CERTIF.
T0:
JANET PETERS REGISTER OF WILLS
135 AMITY ROAD CUMBERLAND CO COURT HOUSE
DUNCANNON PA 17020 CARLISLE, PA 17013
WACHO VIA SECURITIES ~ provided the Department with the information below, which has been used in calculating the
dicate 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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. Date 06-13-2008 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 $ 20 , 016 • 87 payable to "Register of Wills, Agent".
Percent Taxable X 33.333
NOTE: If tax payments are made within three
Amount Subject to Tax $ 6, 672.22 months of the decedent's date of death,
12 deduct a 5 percent discount on the tax due.
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Tax Rate
Any Inheritance Tax due will become delinquent
Potential Tax Due ~` 800 • 67 nine months after the date of death.
PART TAXPAYER RESPONSE
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A. ^ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or check box "A" and return this notice to the Register of
CHECK
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 incorr or debts and deductions were paid.
Complete PART 2~ and/or PAR 3 below.
If indicating a different tax rate, please state :~.,~.;',.",rre
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TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~,f ~~~;
LINE 1. Date Established 1 ~%/~';~`
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PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported abotve are true, correct and
complete to the best of my k/n ~an_d_~_b_e_lief . HOME C ~` 7 ) ~ ~ ''
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TAXPA
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TELEPHONE NUMBER
DATE
TOTAL CEnter on Ltne 5 or iax computaiion~ +~
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE __--•• ------- --~-~`~~---
BUtEAU OF INDIVIDUAL TAXES AND 'BILE NO. 21 08-0744
Pa Box zso6ol TAXPAYER RESPONSE ACN 09004368
HARRISBURG PA 17128-0601
DATE 10-16-2009
REV-1543 EX AFP <OB-OB) -- ---
-----~-- TYPE OF ACCOUNT
~.,,.._
ST. OF LOIS M LANTZY ~ SAVINGS
SSN 161-34-2046 ~ CHECKING
DATE OF DEATH 07-03-2008 ~ TRUST
COUNTY CUMBERLAND ~ ~ CERTIF.
T0:
JANET PETERS REGISTER OF WILLS
135 AMITY ROAD CUMBERLAND CO COURT HOUSE
DUNCANNON PA 17020 CARLISLE, PA 17013
WACHOVIA SECURITIES provided the Department with the information below, which has been used in calculating the
dicate 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 taxabla.in accordance with the Inhortanga Tax laws of tho Coso~Ma,alth of
Pennsvlvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. Date 06-13-2008 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 $ 20 , 016.87 payable to "Register of wills, Agent".
Percent Taxable X 33.333
NOTE: If tax payments are made within three
Amount Subject to Tax $ 6, 672.22 months of the decedent's date of death,
Tax Rate )( ~ 12 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 800.67 nine months after the date of death.
PART TAXPAYER RESPONSE
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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
ONE 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 Pennsvlvania Inheritance Tax return
ONLY to be filed by the estate representative.
C. The above informs ion is incorr or debts and deductions were paid.
Complete PART 2~ and/or PAR 3 below:
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PART DEBTS AND DEDUCTIONS CLAIMED ,~
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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 kn and belief. HOME C 7~7 ) a ~ ~ 3 j L)~
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-AVER
TELEPHONE NUMBER
DATE
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