HomeMy WebLinkAbout03-31-10 (2)PENNSYLVANIA INHERITANCE
TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES
Po sox zaa6al
HARRISBURG PA nlze-o6o ~~ ~( ti ~:- AND J
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~ FILE NO. 21' I v-035 ~
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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
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210-26-5896 CHECKING
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DATE
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OF DEATH l 0 - 22 - 20 D 9 ~ TRUST
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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 ( ~
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