HomeMy WebLinkAbout04-01-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RIEMAN JOHN J
314 WISTER CIRCLE
MECHANICSBURG, PA 17055
ACN
ASSESSMENT
CONTROL
NUMBER
-------- fold
ESTATE INFORMATION: sSN: ass-l2-gees
FILE NUMBER: 2110-0341
DECEDENT NAME: RIEMAN NANCY S
DATE OF PAYMENT: 04/01 /2010
POSTMARK DATE: 04/01 /201 0
COUNTY: CUMBERLAND
DATE OF DEATH: 01 / 23/ 201 0
AMOUNT
101 13013 ~ S 126.04
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 6484
INITIALS: CJ
RECEIVED BY:
S 126.04
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX(11-961
NO. CD 012557
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAXI
INFORMATION NOTICE
AND FILE N0. 21~~U`(j~~l
BUREAU OF INDIVIDUAL TAXES ACN 10113013
Po Box 280601 TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 DATE 03-08-2010
REV-1543 EX AFP (OB-087
LINDA L REIMAN
314 WISTER CIRCLE
MECHANICSBURG PA 17055-6151
EST. OF NANCY S RIEMAN
SSN 198-12-9866
DATE OF DEATH 01-23-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
PNC BANK NA 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.
rnMOirTF PeRT 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000005005908037 Date 02-02-2009 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 $ 2 ~ 80 0 • 87 payable to "Register of Wills, Agent".
Percent Taxable X 100.00
NOTE: If tax payments are made within three
Amount Subject to Tax $` 2 ~ 800 • 87 months of the decedent's date of death,
045 deduct a 5 percent discount on the tax due.
Tax Rate ~( . Any Inheritance Tax due will become delinquent
Potential Tax Due $ 126 • 04 nine months after the date of death.
TAXPAYER RESPONSE
PART
FAILURE 70 RESPOND WILL RESULT IN AN OFF ICIAL TAX A55E55MENT
The above
A 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
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
C
BLOC K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
O N L Y to be filed by the estate representative.
~ The above
C information 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 OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2 '~
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate ~ X
8. Tax Due B '~
PAD
OFFICIAL USE ONLY U AAF
PA DEPARTMENT OF REVENUE
1
2
3
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
n ~ \ .,.a i
DATE PAID PAYEE `'~ DESCRIPTION AMUUnI r7alu
TOTAL ctnter on une ~ w. ...r....,--
Under penalties of perjury, I declare that the facts I have reported a,//b~~ove are try~e, c rr~t and
comple to the best of my wledge -and belief . HOME C %f ) 7/~J ~~
WORK C ~~//'~) , cj/ /
~'' ~ ~~ TFI FPNf1NF NUMBER AT
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE zi1
AND FILE N0. 21 `°~(~"~~";J'f
BUREAU OF INDIVIDUAL TAXES ACN 10113012
Po aDX zao6ol TAXPAYER RESPONSE
HARRISBURG PA 17128-0601 DATE 03-08-2010
REV-1543 EX RFP (OB-09)
EST. OF NANCY S RIEMAN
SSN 198-12-9866
DATE OF DEATH o1-23-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
LINDA L RIEMAN REGISTER OF WILLS
314 WISTER CIRCLE 1 COURTHOUSE SQUARE
MECHANICSBURG PA 17055-6151 CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
PNC BANK NA 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 C717) 787-8327 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 000008572436690 Date 08-16-2005 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 $ 1,990.93 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax $ 995.47 months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Tax Rate )( . 0 4 5 Any Inheritance Tax due will become delinquent
Potential TeX Due $ 44.80 nine months after the date of death.
PART TAXPAYER RESPONSE
FAILURE TO 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
a discount or avoid interest, or check box "A" and return this notice to the Register of
C H E C K Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
BLOC 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 information is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
PART If indicating a different t~~;;x~~raA~t~eJ~,~~pjjlease s ate
relationship to decedent: •i3~~..f.~ r~~+~~~
POTATION OF TAX SON JOINT/TRUST ACCOUNTS PAD
TAX RETURN - COM
hed
bli
t
1
s
a
LINE 1. Date Es
nce
B
l
2 $ ~n
`7 a ' Q
a
a
2. Account
ble
T 3 X ~~' (J 0
axa
3. Percent
ct to Tax
S
bj 4 $ •47
e
u
4. Amount
d Deductions 5 - j ~ 6 . 0 9
5. Debts an
ble
t T 6 $ 0
axa
6. Amoun
7. Tax Rate T X ~ G
8. Tax Due 8 $ ~~
OFFICIAL USE ONLY LjAAF
PA DEPARTMENT OF REVENUE
1
2
3
4
5
6
7
8
PART DEBTS AND DEDUCTIONS CLAIMED
DAT PpID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I have reported abov-e7 are tr e, rr(ect and
.com~p~ to the best of m knowledge and belief. HOME C~~i ~ -~j/~'f~~'"
" / /12~~ ~-~ WORK (~l ~ /C ~ ~ ~,~/ ~
_ __E~~r--p TFI FPHONE NUMBER AT
Page 2 of 5
Basic History Seazch
ATM W/D
03!25/10 03/25/10 255 CUMBERLAND PAR MECHANICSBURG
* -9.38 $ 4,612.13
001 8054
PA
4/10 03/24/10 HOME BANKING TSFR BETWEEN MBRS 352.00 $ 4,621.51
075353 03/2
ATM W/D
03/24/]0 -46.54 $ 4,269.51
*001 5069 03/24/10
3301 TRINDLE RD CAMP HILL PA
ATM W/D
*001 8636 03/24/10 03/23/10 255 CUMBERLAND PAR MECHANICSBURG -8.49 $ 4,316.05
PA
SHARE DRAFT CLEARED
i 03/22/10 03/22/10 TRACE # 0020052377-000075352 -500.00 $ 4,324.54
4%ie~:v C:~~=;~cl:
SHARE DRAFT CLEARED
~ 03/22/10 03/22/10 TRACE # 0020089227-000075352
~ -19.00 $ 4,824.54
f
~~.~
ATM W/D
3/22/10 03/22/10 255 CUMBERLAND PAR MECHANICSBURG
*
-27.70 $ 4,843.54
001 1363 0
PA
ACH WITHDRAWAL -5.00 $ 4,871.24
1232172299 03122/10 03/22/10 PERSONALINCOMEPAINDIVLTX
03/20/10 03/20/10 WITHDRAWAL -200.00 $ 4,87624
SHARE DRAFT CLEARED
8 03!19/10 03/19/10 VA DEBT MGMT PAYMENT - _1,440.00 $ 5,076.24
645
TRACE # 041736129130475
ACH DEPOSIT 2,594.00 $ 6,516.24
3111036170 03/19/10 03/19/10 US TREASURY 220 TAX REFUND
SHARE DRAFT CLEARED
er#7n 03/18/10 03/18/10 TRACE # 0020016015-000075352 _25.00 $ 3,922,24
t'lE'.1~V C,11s.Ck
VISA DR PURCHASE -19.99 $ 3,947.24
*001 -362 03!1.8/10 03/17/10 BOSCOVS 0000 CAMP HILL PA
ATM W/D
8/10
/ -62.92 $ 3,967.23
1
*001 2843 03018!10 03
5500 CARLISLE PIKE MECHANICSBURG PA
SHARE DRAFT CLEARED
+~.Y?:~ 03/17/10 03/17/10 TRACE # 0020015735-000075352 _270 00 $ 4,030.15
R,'i~es ~~3~cic.l
SHARE DRAFT CLEARED
03/17/10 03/17/10 TRACE # 0020121112-000075352 _232.00 $ 4,300.15
i4 i ~l
~~i~'~i (liL'C_~
VISA DR PURCHASE -78.44 $ 4,532.15
*000105758 03/17/10 03/16/10 R F FAGER COMPANY CAMP HILL PA
ATM W /D
03/17!10 03/17/10 2175 BUMBLE BEE HL MECHANICSBURG
-200.00 $ 4,610.59
00005B3317
PA -
AUTOMATED DEPOSIT
S TREASURY 303 /SOC SEC 1,934.10 $ 4,810.59
03/17/10 03/17/10 U
Pay Date:
ATM WiD
0 03/15!10 03!15/10 2175 BUMBLE BEE HL MECHANICSBURG
-140.00 $ 2,876.49
OOOOSB286
PA
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