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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 __ _,___,_:~.~ ..,,~ „~.,i;~P .,,-~IaitPrnatehistolV.aSDX 3/30/2010