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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) ~