HomeMy WebLinkAbout06-21-10COMMONWEALTH 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
REV-1 162 EX(1 1-96)
N0. CD 012954
SCHMITT DAVID R
1332 SCENERY DR
MECHANICSBURG, PA 17050
-------- fold
ESTATE INFORMATION: SSN: 118-12-2532
FILE NUMBER: 2110-0628
DECEDENT NAME: CALVER HOWARD W
DATE OF PAYMENT: 06/21 /2010
POSTMARK DATE: 06/ 19/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 05/08/2010
REMARKS:
CHECK#170
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
10129626 ~ S6.30
TOTAL AMOUNT PAID:
INITIALS: DM
$6.30
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE f
BUREAU OF INDIVIDUAL TAXES AND FILE NO. 21 -~.U - l.Q ~ 0
Po Box 280601 TAXPAYER RESPONSE ACN 10129626
HARRISBURG PA 17128-0601
DATE 05-24-2010
REV-1543 EX AFP COB-08)
TYPE OF ACCOUNT
EST. OF HOWARD W CALVER ~ SAVINGS
SSN 118 -12 - 2532 ®CHECK I NG
DATE OF DEATH 05 - 08 - 2010 ~ TRUST
,/- ~ _ COUNTY CUMBERLAND ~ CERTIF.
~< ~/ REMIT PAYMENT AND FORMS T0:
DAVID t,~ SCHMITT REGISTER OF WILLS
6 E GREENHOUSE ROAD 1 COURTHOUSE SQUARE
DILLSBURG PA 17019 CARLISLE PA 17013 C--j
~, ...
+..`~ ~ C
~" f'I'i p~,) -
~-~ - ~
MEMBERS 1ST FCU provided the Department with the information below, which has been useQFa,r~c~a~'eulating the -
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/benef`i"C'isar thi ccoun"t...
If you feel the information is incorrect, please obtain written correction from the financial institution, atta %' 'P~ to t~ form
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the nwealth of"
Pennsylvania. Please call (717) 787-8527 with questions. ~ '- "=""...:•~
,.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTR~TIONS _,~~`
a
Account No. 5518-11 Date 06-09-1976 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 1 ~ 768.74 Payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 8.333
1 4 7.3 9 NOTE: If tax payments are made within three
Amount Subject to Tax $ months of the decedent's date of death,
Tax Rate X .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 6.63 nine months after the date of death.
PART TAXPAYER RESPONSE
"~ ;"`%~~4 •r.',r x~,:• • k:rrx; ~ •;;:f. '• t' ~ i ,;;:sr, ~..r.:;e~r:ysrr" 6.,: s:••:•:. ~.~:~::~r•
Yy' •~it' r •~•/•G ;: .`y i y%'rrn. <Yi"`.;:.,F;r<::;::
` £ y: y: tr
`?"ri.G/• .f. +. ~•r :.::{: i':r~~G r:'O.'~r ~`~ ..'4',f'!`f/ r ,fj,.: y;..: ,
: /."~. .:? :€:'9.r`,°,i.;6': '••;.'•/ ::6'.fk ?+:.:,/..,,•,~p:' •.f.~. :,F rrz?~:r .:?i ' % ri`Fa!r;E?'"./; +fi`1.~~/~.~ / :.:.n%/r :.:! :: ~;::r rrr.~;y:
"`~` :. Ir :l :::.. ...: r :;(.rG
A. The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
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.
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. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART ~ below.
If indicatin a different tax rate ~--~ •%'~~`°""'y' °"`°'J•'~~'"-0"~~~'~ '"`%~"• '"'°" ~~
PART 9 , please state ~~~ .~ .
2 relationship to decedent: r,•~-..~''~
;r~%%~~ `P A'
`j'' ,:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ::r . !~ ~' ~~~~'~ ~'i ~'%~~"fr~ '~~'
F.i riil~ . ~~:,:r •r:.r, ~ : r:::,r r i :r .. :..G,
:~ ~'f'`' ~~: :.i /f`rf>r' eye• '>'r'.::Y•`l%44~.",c' ,r~ .'{{. .
LINE 1. Date Established 1 ~f../j. ~% ~' ~'~ rr ..~
2. Account Balance 2 $ .~~~~.~ r :,,y:. •~`''
3. Percent Taxable 3 }y ' 'F' `~ • ~ °~'
4. Amount Subject to Tax 4 $ ,_~~:' -'%`ti~ a• y l°" ~ '~~~%%
~r s;;rl.,..
5. Debts and Deductions 5 - :, %~f `'`~"~%'~~~>~'' ~s;~r„~'y f%`~"
6. Amount Taxable 6 $ }.r i~~~;;~~.~r•~" ~ •::• f "r r
:%~ . u
7. Tax Rate 7 X <•r .r . • •:':: • e-. ' . ~`F
8 . Tax Due g $ ~,~.,~~r~•% r f.~`ar ; ~ ~ /~~ :~' ~. : . ~:
9.•:'r l ~;'~~'.•: .tl:'YA; i •'/..::< :f~ ~:I,:`s:,~,r :.do :rr: u'or.'i.,/
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalt s of erjury I declar that the facts I have reported above are q~tr//ue, corre t~7and
omplete to a be t of kn nd belief . HOME C ~~ ~~ "'t3~" ~ /
WORK C ~ ~
,XPAYER SI NATURE TELEPHONE NUMBER D TE
TOTAL CEnter on Line 5 of Tax Computation) ~
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AN D
Po Box 280601 TAXPAYER RESPONSE
HARRISBURG PA 17128-0601
REV-1543 EX AFP COB-OB)
FILE N0. 21 " ~O-L.Q.~-~
ACN 10129626
DATE 05-24-2010
J~ 5
R
DAVID .I~SCHMITT
6 E GREENHOUSE ROAD
DILLSBURG PA 17019
EST. OF HOWARD W CALVER
SSN 118-12-2532
DATE OF DEATH 05-08-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
r•w~
C? ~ _
f~ ~ ~
MEMBERS 1ST FCU provided the Department with the information below, which has been use~„~~culai~ the,-,, ~
potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/ben@~f th3'3'"accou~t'ti'~..)
If you feel the information is incorrect, Please obtain written correction from the financial institution, att~ ~ to this foRhi"
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the ~alth -;
Pennsylvania. Please call C717i 787-8327 with questions. -t-~--`~ ?
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INST~C~IONS ~ ::~ ~~~~
Account No. 5518-11 Date 06-09-1976 To ensure proper credit to thaaacco~ two ~~ `~~
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 1 , 768.74 payable to "Re "
gister of Wills, Agent .
Percent Taxable X 8.333
NOTE: If tax payments are made within three
Amount Subject to Tax $ 147.39 months of the decedent's date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will become delinquent
Potential Tax Due $ 6 • 63 nine months after the date of death.
PART TAXPAYER RESPONSE
1 •`GFS ~ ,r,~.. :, f H s r `•uY' ,r"?•;.~;gf{ ',.:t.:., ..y, r, rr~r.,}i°..I '.;:•y.y;>: y:%r in.:i?%::r..,•::.,.a %.3>, r,'..:?
• .
./. r"r•~.
,...,
• a`',. `%i'G,`.r. y`.'r. %<f,' . :i~.i./.•.,. ..~i,., r, u . f,..9~ i.f..r ..:•{.%'" :>.19, r
,..>. .` :. •r..c. .•`r. .,> .....e... ,.., .r..: :.:. .. ...rr:.:.,.:.•a:.yri%F,.~i,%/n... .:.,,:;~..... ../r: ..f..%
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
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.
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. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
......
PART 9 , Please state r` ,`, '~'.~'•'`:.`:,•"•" ~..`"r`."~,~;:`u{~,,,.~,~. , ~, 4 ,~~~~,,, r.
I f i n d i c a t i n a different tax rate ~~ '?;;f~:;` ry;;~,',,.~ .• ,,.••sff` • Y ' ~;;;:~;""~
relationship to decedent: %~~f}~~ `J~~~," •~4~ '~~~ `¢'
~~, "
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS >f.'. U~i`,''•''~~~,.~~x...`~''
%`r; , ky', ~}.:.•n.,~~r%{~~':y9~~~-r f,,,~r,. Ya, yr: ~` ~ `'.e?•~ ,. i:.
LINE 1. Date Established 1 :y%~,,~•r;; ,;,~`'~%~• %~" ~••'°~~ `~%''.: y`.°': yr"•~~` { i~. ~~
y.,~~t,, G "r,;.0.': 1 ~ ~'~' {: 5, c, , S` ff.{ o~k;{5`.' . ..{ 6.~ % ~f`fi {'•
~~y1 ri. ,''':v%,,Gi,' : ~`{r :,fu'.y.{{/1,f..{/ylFF•ru .`~i, r~fi •' `:/' eu".Y
2. Account Balance 2 $ :: %~'.` `•~. '. ~.~ ~.'~',.~• .. .{.f:>ry`~;• .{"~~~~,
3. Percent Taxable 3 X fr~%.%'.~" '~';;°•r ",`` ~''~.? .. ~.;~,• ,y~'.~~,
4. Amount Subject to Tax 4 $ '.{..,,~"`~'~~,> .scf",;:,. '!~`, .:~.~~:'•{• ..'.~ ~%~%
5. Debts and Deductions 5 - ~~J~~~ ,~` '`{j f'~ ,f+'~~~ ` ~l~~l '{' ~ ~~~'"
`S!3,'f<y,~ r •:~.,~~`"/%'F;:~•,`syh~,,~ .'!1,,.{fj'l,'`•,;`yF • .c~;''%i .Y ,{.c' 6 ,' :'
6 . Amount T a x a b 1 e 6 `~~,%~' y'~.'r„ `~' { ~/,, ~:~ y ,~~''! !~;';~ ':.`. 'fi"'`,
r:y fi . l /r6•s. .a`? ~'%~•~,c,!ihf',~` •! ~:~'a`•:. ~` ,%. ,. r.'r `~ty' f ~ ~'%:ir:
7 . Tax Rate 7 X ~1.;:.,<: ,, ;~~~:;'~r.;.~f;.,,;,~j>~; • .~~•: :f~.' ~';y,,s~:;, . ys:~.A;.!``~•o
.; , .. ,,,~`~~y,F
8. Tax Due 8 ,~` :a%yri~%~}: ~•~..:/~" .,~ •,,<:f' ,., / ~•`~..;~:
,,...
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above areLt/rue, corr c
omplete t the b t of my know edge and belief. HOME C7 ) ~7 ~~ ~ ~ ~ ~~
/ WORK C ) f ~ f
TAXPAYER S GNATURE TELEPHONE NUMBER ATE
TOTAL CEnter on Line 5 of Tax Computation) ~