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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. A ~' P ! S !! ,~~p~y '`~ ,~ w ra F r 45~FI '~gS~F~[~2 .. y - ~~_~ .t } ~~~ ~' 5 f, r_ ± q~ ~~REVER ~_ , J ~ ~~ l~j i ~A ~o~ ~o y°~iV ~A ~ „' . I l +../{~ VVV ' , 1 ,VVV,^{iV1~ ~~ ~ 1~ ~ ~ ~G •T da ou ~~:~ ;L~~ur~n~ ;.~i ~~ S =~"c~Wd~O ~fl ~fi~31~ t •'~ j~Y~ }~'i~ i /!_~ i••~ .r..f r i~1r .,~ ~ _ r Ia .. U I ,U I I