HomeMy WebLinkAbout07-06-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 013020
BROSIUS DONNA L
6342 SOUTH POWDERHORN RD
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssrv: ~ a2-2s-s55s
FILE NUMBER: 2109-101 1
DECEDENT NAME: BOHNER CLAYTON E
DATE OF PAYMENT: 07/06/2010
POSTMARK DATE: 07/06/2010
couNTY: CUMBERLAND
DATE OF DEATH: 10/16/2009
REMARKS:
SEAL
CHECK# 3833
10118860 ~ 5881.70
10118861 ~ 538.38
TOTAL AMOUNT PAID:
INITIALS: CJ
RECEIVED BY:
5920.08
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES rte, AND FILE N0. 21 09-1011
Po sox 2so6ol ~'~,'.~ t~AXPAYER RESPONSE ACN 10118860
HARRISBURG PA 17128-0601 " '
{~ "" ~ ~~ DATE 03-31-2010
REV 1543 EX~Y{FD (m3 m»'_e+ ... .
2Q10 JUL -b AM 9~ 20
EST. OF CLAYTON E BOHNER
SSN 182-28-6558
DATE OF DEATH 10-16-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
CLERK ~~
ORPHt~;'S CCU~T
CllM~~t~' an{~ ~;~ , ~A.
DONNA BROSIUS
6342 S POWDERHORN RD
MECHANICSBURG PA 17050
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
MID PENN 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 were a joint owner/beneficiary of this account.
If you feel the information is incorrect, Dlease 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 C717) 787-8327 with questions.
COMPLETE PART 1 BELDW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 309002530 Date 05-19-2009 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance $ 19,593.25 payable to "Register of Wills, Agent".
Percent Taxable X 100.00
5 9 3.2 5 NOTE: If tax payments are made within three
Amount Subject to Tax $ 19, months of the decedent's date of death,
Tax Rate ~( .045 deduct a 5 percent discount on the tax due.
Anv Inheritance Tax due will become delinquent
Potential Tax Due $ 881 • 70 nine months after the date of death.
P~T TAXPAYER RESPONSE
1
FA=IL TD RE~PDND WILL SULT IN AN DF~'eICIAL 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
CHECK 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.
ONE
BLOC 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.
PART If indicating a different tax rate, please state OFFIC~'"AL k15E DNLY AAF
relationship to decedent:
2 PA D£PARTM£NT OF REYENU£
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 +~ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ (,
7. Tax Rate 7 X
8. Tax Due 8 $ g ,
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) S
Und penalties of perjury, I declare that the facts I have reported a+b~ove are true, correct and
c etc to the b t of myc knowledge and belief. HOME C //~ ) ~~/ '~' ~(~'~
TA oAVro CTCWATIIDC WORKrounur u)..oro „ ~~
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
FILE N0. 21 09-1011
ACN 10118861
DATE 03-31-2010
PENNSYLVANIA INHERITANCE T
INFORMATION NOTICE
AND
~~;~- ~,~p~ TAXPAYER RESPONSE
i~
i
2010 JUL -6 A~# 9~ 20
CLER'rC QF
o~~aiv~s rou~T
DONNA BROSIUS
6342 S POWDERHORN RD
MECHANICSBURG PA 17050
EST. OF CLAYTON E BOHNER
SSN 182-28-6558
DATE OF DEATH 10-16-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
MID PENN 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 were a joint 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. 901-675-9 Date 11-09-2004 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 5, 116.85 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject t0 Tax $ 852.83 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 $ 38.38 nine months after the date of death.
P~T TAXPAYER RESPONSE
~ FAILURE TQ RESPOy,IlILL RESULT IN AN OFFICIAL TAX A55ESSMENT
A. II XThe above information and tax due is correct.
ULJ Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K 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.
ONE
B L 0 C K B. ~ The above asset has been or wlll 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.
PART If indicating a different tax rate, please state
OFFICIAL U5E QNLY [~ AAF
relationship to decedent: PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3
4. Amount Subject to Tax 4 $ [~
5. Debts and Deductions 5 y
6. Amount Taxable 6
7. Tax Rate 7 X 7
8. Tax Due 8 $ 8
fl ~.,
PART DEBTS AND DEDUCTIONS CLAIMED
a
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported above are true, cjr~ct ar~,d~
c lets to the st of gA1/ knowle ge and belief. HOME C )
WORK C ) D
TOTAL (Enter on Line 5 of Tax Computation) 8