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HomeMy WebLinkAbout03-31-10 (2)PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES Po sox zaa6al HARRISBURG PA nlze-o6o ~~ ~( ti ~:- AND J ~ ~, i ~~ ` ~ FILE NO. 21' I v-035 ~ A 1 ` , XPAYER RESPONSE ACN '- ~~' ~ ~~_, 10111826 REV -1543 EX ncP (gg.pg) DATE 0 3 - O rl - 2010 2010 BAR 31 PM 2:50 TYPE OF ACCOUNT EST. OF EARL KOHLHAAS ~ SAVINGS '~ ~~~~ { r' SSN ~ - . if . 210-26-5896 CHECKING Q ~i P~ ~~~ ~ ~~ DATE r ~ ~ , U~T OF DEATH l 0 - 22 - 20 D 9 ~ TRUST st., "+ n CIJA~ ~`rl r , , ` L! _.` ti P~ COUNTY CUMBERLAND CERTIF. ALEXA J HELM REMIT PAYMENT AND FORMS T0: 55 LONGWOOD DR REGISTER OF WILLS ~ MECHANICSBURG 1 COURTHOUSE SQUARE PA 17050 CARLISLE PA 17013 ORRSTOWN 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 ware a Soint If you feel the information is i ncor and return it to the above address. P owner/beneficiary of this account. rect, please obtain written correction from the financial institution, attach a copy to thi This account is taxable in f ennsylvania. Please call C717) 787 s orm accordance with the lnheritance Tax laws of the Commonwealth of -8327 with ,questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 71100D275 Date 06-09-2003 To ensure proper credit to the account, two Established Account Balance copies of this notice must accompany $ payment to th Percent Taxable e Register of Wills. Make check 152.21 X payable to "Resister of Wills, Agen#~' Amount Subject to TaX , 16.667 $ 25.37 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, 1 5 d d Potential TaX Due . e uct a 5 percent discount on the tax due. $ Anv Inheritance Tax due will be 3 81 d PART . come elinquent nine months after the date of death . TAXPAYER RESPONSE ~~ ~~~s~~ A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of 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 NL 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 a relationship to decedent: TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART a DATE PAID PAYEE OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 3 X 4 +~' 5 6 7 X 8 +fi DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) Under ~ penalties of perjury, I declare that the facts I have reported above are true, correct and ~1o~l~te to th~Q~e t of my knowledge and belief. / ,//Il/i~/~ .f7..o~~i ~/~,l ~. /_ 7.~/.~. / HOME C ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES r PD BOX 268601 t•''rL~"~1 1~ AND FILE ND. 21- w'Q3S~ HARRISBURG PA lnzH-ocBl "- ~,' 7,~-XPAYE R RE S P O N S E E _,,~;; ; ACN 10111829 asv,isaa Ex ecr coo-oe~~ ~ DATE 0 3 - 04 - 2010 ~~~~ ~~~ 3 ~ PM Z~ ~(~ TYPE OF ACCOUNT EST. OF EARL KOHLHAAS ® SAVINGS C~~~~~ ;~~ SSN 210-26-5896 ~ CHECKING Q~~~;~f ~ C~I.~RT DATE OF DEATH 1.0-22-2009 []TRUST C~~~'rri IA1P~ ~ ~''1 PA COUNTY CUMBERLAND k'' •~'• ~ CERTIF. REMIT PAYMENT AND FORMS TD: JEREMY W HELM REGISTER OF WILLS 3520 BEACH RUN LN 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050 CARLISLE PA 17013 ORRSTOWN 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 decadent, If you feel-the information is incorrect, please obtain written correction from. the financialainstitution;~/attachcaa opyftohthiscformt• and return it to the above address. This account is taxable in accordance with the Inheritance Taz 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. 71100.0024 Date 08-14-2000 To ensure proper credit to the account, two Established copies of this notice rust accompany Account Balance $ 493.69 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". Amount Subject to Tax 16.667 $ 2. 2 8 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, Potential Tax Due 15 deduct a 5 percent discount on the tax due. 1 2.3 4 Anv Inheritance Tax due will become delinquent PART nine months after the date of death. TAXPAYER RESPDNSE A• ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C CHECK a discount or avoid interest, or check box "A" and return this notice to the Re 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.Xster of 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 NL Y to be filed by the estate representative. C• ~ The above informs ion is incorrect and/or debts and deductions wer Complete PART 2~ and/or PART 3LJ below. ~J„ _ 0 ~.}_-_ pad' PART. If indicating a different tax rate, Mlease state /~,L /C$L(j~t~ relationship to decedent: TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate B. Tax Due PART 0 OF TAX ON JDINT/TRUST ACCDUNTS 1 2 $ 3 X 4 $ 5 6 +~' 7 X 8 +{` DEBTS AND DEDUCTIONS CLAIMED DESCRIPTIDN TOTAL CEnter on Line 5 of Tax Computation) Under penalties of ~ perjury, I declare that the facts I have reported above are true, correct and complete to ttyy~e~t of my knowledge and belief. ~D.../l ~ i~11:_nO.!_ _ ~~ O /J ~~ . HOME ( ) DATE PAID PAYEE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0681 ,- -- ~ PENNSYLVANIA INHERITANCE T INFORMATION NOTICE AND {',~ (jf ,TAXPAYER RESPONSE ,rn,~ ~I. FILE N0. 21 1~~3~oZ.. ACN 10111828 DATE 03-04-2010 1010 MAR 3 ~ PM Z' SO TYPE OF ACCOUNT EST. OF EARL KOHLHAAS ® SAVINGS SSN 210-26-5896 ~ CHECKING C~E~~(~~ DATE OF DEATH 10-22-2009TRUST ORPHfi,~J .OURT COUNTY CUMBERLAND r^ ~~ !,~+ t-+r~ r~ ~ CERTIF ALEXA J r~ t . CUM. ~ r~' REMIT PAYMENT AND FORMS T0: HELM 55 LONGWOOD DR REGISTER OF WILLS MECHANICSBURG PA.17050 1 COURTHOUSE SgUARE CARLISLE PA 17013 ORRSTOWN BANK potential tax due. Records indicat If you feel the information is i provaded the Department with the information below, which has'been used in calculating the e that at the death of the above-named decedent nco and return it to the above address. Pennsylvania P , rrect, please obtain written correction from the financialainstitution,~/attachcaa opyft This account is taxable in accord hth c t . o . is form lease call C717) 787-8327 with questions. ance with the Inheritance lax laws of the Commonwealth f o COMPLETE PART i BELOW * SEE REVERSE SIDE FOR FILING AND Account No. 711000024 PAYMENT INSTRUCTIDNS Date 08 -14 - 20 0 0 To ensure proper credit to the account, two Established Account Balance copies of this notice must accompany $ payment t Percent Taxable 493.69 o the Register of Wills. Make check X payable to "Register of Wills A " Amount Subject to Tax , gent . 16.667 NOTE $ TaX Rate 8 2 . 2 8 : If tax payments are made within three X months of the decedent's dat f Potential Tax Due e o death, • 1 5 deduct a 5 percent discount on the tax due. I An h $ v n 1 2 . 3 4 eritance Tax due will become delinquent PART nine months after the date of death. ' TAXPAYER RESPONSE A. ~ The above information and tax due is correct. Remit payment to the Resister of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check bax "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. 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. IJ0 The above informs ion is incorrect and/or debts af~d deductions were paid. 1`--' Complete PART 2 and/or PART 3^ below. PART If indicating a different tax rate, please state ~ cL~~ relationship to decedent: ~, TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE I. 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 7 ~( 8. Tax Due 8 $ PART `' a DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTIDN AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) 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. ~I/.b.O, ~ ~~ //~T.,~- /. .r/1... ,, ID_ /~, _ HOME ( ~ ,.,r.~~ _.~ . - -- ,-