HomeMy WebLinkAbout05-03-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 012681
MARCHESE LORI
5847 RUSHWOOD DRIVE
DUBLIN, OH 43017
fold
ESTATE INFORMATION: ssN: iss-12-s233
FILE NUMBER: 2110-0458
DECEDENT NAME: PAUL RUTH
DATE OF PAYMENT: 05/03/2010
POSTMARK DATE: 05/03/2010
couNTY: CUMBERLAND
DATE OF DEATH: 03/05/2010
REMARKS:
CHECK# 368
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
10118352 ~ 5144.54
10118356 ~ 528.50
10118359 ~ 510.36
10118358 ~ 510.36
10118356 ~ 528.50
TOTAL AMOUNT PAID:
REV-1762 EX(11-96)
5222.26
GLENDA EARNER STRASBAUGH
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
TAXPAYER
BUREAU DF INDIVIDUAL TAXES
Po Box zaB6e1
HARRISBURG PA 17128-0601 _-
REV-1543 EX AFP (OB 1087
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
=,~~ t AND FILE
'~, ,~CPAYER RESPONSE ACN
...., .__w-~.
DATE
Z~lQ I~~Y -3 PM ! ~ 38
~it~tl~i ~*
OFPH,~ ~~~ ~ r,~L~~T
LORI MARCHESE
5847 RUSHWOOD DRIVE
DUBLIN OH 43017
EST. OF PAUL RUTH
SSN 196-12-9233
DATE OF DEATH 03-05-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
N0. 21-~ 0"~`t ~ 3
10118352
03-29-2010
TYPE OF ACCOUNT
^ SAVINGS
® CHECKING
^ TRUST
^ CERTIF.
MEMBERS 1ST FCU 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
If you feel the information is incorrect, please obtain written correction from the financial institution,~/attachcaacopyftohthiscformt
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.
COMPLETE PART I BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1986-11 Date 07-18-1979
To ensure proper credit to the account, two
Established ______ __ ...
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
r~vrt i
0
CHECK
ONE
BLOCK
ONLY
PART If indicating a different tax rate, please state
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
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 $
3 X
4
5
6
7 X
8 +~
PAD
1
2
3
4
5
6
7
8
rARi
0
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation)
s
Under penalties of perjury, I declare that the facts I have reported above are ru
complete to the best o my knowledge and belief. /~ t' rr~~dn~
~~ ~ ~ HOME C /" ~ (T~
TAXPAYER SIGNATURE WORK ~ L
Trl rn„ .. ....___-
20,285.38 payment to the Register of Wills. Make check
X payable to "Register of Wills, Agent".
16.667
$ 3, 380.96 N07E: If tax payments are made within three
X months of the decedent's date of death,
. 0 4 5 deduct as 5~perc~~t discount on the tax due.
+fi 1 5 2 . 1 4 Any Inheritance Tax due will become delinquent
~/ nine ont f r the date of death.
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSE55MENT
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
Wills and an official assessment will be issued by the PA Department of Revenue.
B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the estate representative.
C. ^ The above informs ion is incorrect1 and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3LJ below.
OFFICIAL USE ONLY ^ AAF
PA DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES `'"`r'r °~
PO BOX 280601 i
HARRISBURG PA 17128-0601
REV-1543 EX AFp (gg_gg)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
;1~ ~,,;t' AND FILE
~` TAXPAYER RESPONSE ACN
DATE
~U~Di~3 ~'J 1 {1 (' J~
~~.`"~~~ (lr
4r~e (rye L \ J ~ ` (~'{}
~1 it ~kSu ~Y,~ +Jt~4!1 ',T
C,Uh e ~ _ ~ t_,t?.
-,", P~".
LORI MARCHESE
5847 RUSHWOOD DRIVE
DUBLIN OH 43017
EST. OF PAUL RUTH
SSN 196-12-9233
DATE OF DEATH 03-05-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
10118356
03-29-2010
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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,
If you feel the information is incorrect, please obtain written correction from the financialainstitutionr/attachcaacopyftohthiscformt
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.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3516-04 Date
O 1 - O 1 -1962 To ensure proper credit to the account, two
Established c -
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
$ 4,000.13
X 16.667
$ 666.70
.0
PART
CHECK
ONE
BLOCK
ONLY
nue.
B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the estate representative.
opies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
nine months after the date of death.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
^ - _ -~~_~_~~~ pax rate, please state
2 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
0
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5 -
6
7 X
8
PAD
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
8
Under penalties of perjury, I declare that the facts I have reported a ove re true, cor t an
complete to the best of knowledge and belief.
~_ HOME C ~--) L (~
TAXPAYER SIGNATURE WORK C ) _ L ~~ ,' I~
J LJ
Trl rn„ ....___-_
=AILURE TO RESPOND WILL RESULT TN 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
Wills and an official assessment will be issued by the PA Department of Reve
30
iA~rAYE RESPONSE •~
OFFICIAL USA ONLY Q AAF
PA DEPARTMENT OF REVENUE
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES A N D
H1IRRIOSBURG6PA 1712a-ocol - '~ r {,,`1- TAXPAYER RESPONSE
REV ~~ lJ(-~MP FBA-097" ." ._
FILE N0. 21._~t,%-(~~~g
ACN 10118359
DATE 03-29-2010
ER 'RES
rn i r°
C~L~;E,
Q~tICNu~~~~` f.,~~,:.~~~
THOMAS MARCHESE
5847 RUSHWOOD DRIVE
DUBLIN OH 43017
EST. OF PAUL RUTH
SSN 196-12-9233
DATE OF DEATH 03-05-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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 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 (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6069-00 Date 10-01-1974
7o ensure proper credit to the account, two
Established
Account Balance $ 2, 906.13
Percent Taxable X
8.333
Amount Subject to Tax $ 242.17
Tax Rate X
.045
Potential Tax Due
10:9 ,,
YAKI
CHECK
ONE
BLOCK
ONLY
PART If indicating a different tax rate, please state
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
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Jn2ine months after the date of death.
OFFICIAL USE O~ Y ~ AAF
PA DEPARTMENT OF REVENUE
PAD
1
2
3
4
5
6
7
8
rNRI
a
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
Under nalties of ~
perjury, I declare that the facts I have reported bove are t e cor
co ete t e best f my knowledge and belief. ~}~_ ~ ~ a/Id
HOME C ~ ~ tE!
TAXPA ER SIG ATURE WORK ( ~ a
r ... ..........- --
2010 t~~Y -3 Phi t ~ 38
AILURE TO RESPOND WILL RESULT IN AN.DFFICIAL TAX ASSESSMEN T
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
Wills and an official assessment will be issued by the PA Department of Revenue.
8• ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
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.
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
PO BOX 280601 _ ~-r. ,,_ F I L E N0. 21 ~ ~ Q - (~(.~ ~j g
HARRISBURG PA 171za-0601 !-' _ - ~~,,!!~ TAXPAYER RESPONSE
- ,- - , , .~ ACN 10118358
R~CLsw~',€g,~~ eae;~e~ a , _ DATE
03-29-201n
20f0 MAY -3 PM { ~ 38
CLERK ~~
LORI MARCHESE
5847 RUSHWOOD DRIVE
DUBLIN OH 43017
EST. OF PAUL RUTH
SSN 196-12-9233
DATE OF DEATH 03-05-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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
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 wit point owner/beneficiary of this account.
Pennsylvania. Please call C717) 787-8327 with questions. h the Inherit
arse Tax laws of the Commonwealth of
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6069-00 Date
10-01-1974
Established To ensure proper credit to the accou t t
Account Balance $
Percent Taxable
X 2, 906.13
Amount Subject to Tax
$ 8 • 333
Tax Rate 242.17
Potential Tax Due X
• 045
$ In
PAR1
S
copies of this notice must accompanyn ' wa
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
nine months after the date of death.
_ ,..~
FAILURE TO RESPgND WILL RESULT IN AN OFFIC AL TA A55ESSMENT
A• ~ The above information and tax due i
s correct.
Remit payment to the Register of Wills with t
C HECK wo copies of
a discount or avoid interest, or check box "A" this notice to obtain
C
0 N E and return
Wills and an official assessment will b
i this notice to the Register of
B L 0 C K ~ e
ssued by the PA Depar tment of Revenue.
0 N L Y B. ~ The above asset has been or will be reported and tax paid with
to be filed by the estat the Pennsylv
i
e representative. an
a Inheritance Tax return
C• ~ The above information is i
ncorrlle~~-c~~t and/or debts and deductions
Complete PART Z~ and/or PART were paid
~o ~ below.
u .
PART If indicat4n~ ~ as:~____~
relationship to decedent: ~~~ ~d1ej please state
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 ~ ~(
8. Tax Due B $
PART
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
Under penalties of $
perjury, I declare that the facts I have reported above are true, corre t an
complete o"~ther~~best,,of~y knowledge and belief. /~ I' f
l ~J~~l_(1i~ L9``~~'~ HOME C ~~~7 ~ Y ~ O ~ - /
OFFICIAL ~E ONLY Q AAF
PA DEPARTMENT OF REVENUE
PAD
1
2
3
4
5
6
7
8
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601 AND FILE N0. 21 `-jl~-'Q`(~j~
HARRISBURG PA 17128-0601 rl
:` '~ ~~' ~~ ~ =!TAXPAYER RESPONSE
~;~ n
ACN 10118356
aEV isa34Exi~p tp~~; ,v '_ DATE 0 3 - 29 - 2010
2Qi0 MAl' -3 PM i ~ 38
~'y~} C~LEAR(I{ ~~ T
llil~t-?,~'~lVr.~ 'lri~..~~~~1
CUn ~ ~v -~„`~~ ~s~.~ pA
LORI a.,-
MARCHESE
5847 RUSHWOOD DRIVE
DUBLIN OH 43017
EST. OF PAUL RUTH
SSN 196-12-9233
DATE OF DEATH 03-05-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
MEMBERS 1ST FCU 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
If you feel the information is incorrect, please obtain written correction from the financial institution,~/attachcaacopyftohthiscformt
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. 3516-04 Date
O 1 - O 1 -1962 To ensure proper credit to the account, two
Established
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
rNRI
0
CHECK
ONE
BLOCK
ONLY
PART If indicating a different tax rate, please state
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
e. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
1
2 +fi
3 X
4 +~
5 -
6 +~
7 X
8 +fi
OFFICIAL USE ONLY [~ AAF
PA DEPARTMENT OF REVENUE
~AD
__
1
2
3
4
5
6
7
8
DATE PAID PAYEE
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
S
Under penalties of perjury, I declare that the facts I have reported above are true, correct d
complete to the best of my knowledge and belief.
HOME ( ~L ~
T /PAYER SIGNATURE WORK__ ~
S 4,000.13
X 16.667
$ 666.70
X .045
$ 30.00
TAXPAYER RESPON'
copies of this notice must accompany
payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
NOTE: If tax payments are made within three
months of the decedent's date of death,
deduct a 5 percent discount on the tax due.
nv Inheritance Tax due will become delinquent
ine moot. hs~fter the date of death.
FAI,L~UR~E TO RESPOND WILL RESllLT IN AN OFFICIAL TAX AuSESSMENT
A• I Vfhe above information and tax due is correct.
Lid 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
Wills and an official assessment will be issued by the PA Department of Revenue.
B• ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the estate representative.
C• ~ The above informs ion is incorrIe-ct~ and/or debts and deductions were paid.
Complete PART 2~ and/or PART L__I below.
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