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Home My WebLink About09-13-10 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: BENNETT SUSAN LEE 100 E CHURCH ST FREDERICK, MD 21701-5476 -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 172-18-1751 FILE NUMBER: 2110-0872 DECEDENT NAME: LEE GUST ROBERT DATE OF PAYMENT: 09/ 13/2010 POSTMARK DATE: 09/ 13/2010 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2010 AMOUNT ACN ASSESSMENT CONTROL NUMBER 10145361 ~ 543.79 10145362 ~ 538.02 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 2624 $81.81 INITIALS: HMW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EXi11-96) NO. CD 013340 REGISTER OF WILLS .. PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 --~D"GU~f 7~ Po Box zeo6ol TAXPAYER RESPONSE ACN 10145361 HARRISBURG PA 17128-0601 DATE 08-18-2010 REV-1543 EX AFP (08-OB) TYPE OF ACCOUNT EST. OF GUST LEE ® SAVINGS SSN 172- 18- 1751 ~ CHECKING DATE OF DEATH 08-05-2010 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: :~. S N BENNETT REGISTER OF WILLS ~-~ {~ 70 ~ SUNDAY~4- LANE 1 COURTHOUSE SQUARE ~~ ~ ~ FR~ERICl~ ~ MD 21702 CARLISLE PA 17013 ~, ~ ~ ` ; '., ,~ c~ ~ _., ,- ` ~ ~ ~ ~ M~ M~:~S 1 FCU ~ Z ~.. provided the Department with the information below, which has been used inn calculating the pote~Y~al tue. Re -vindicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoif..feel ~ inform 'is incorrect, please obtain written correction from the financial institution, attach a copy to this form ~4d return i4--to the abov ddress. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvani<-~r.Q~ Please call 7i7) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 34251-00 Date 08-05-1983 To ensure proper credit to the account, two s ti~~° Established copies of this notice must accompany Account Balance ~ $ 6 , 145.52 payment to the Register of Wills. Make check ,` ~ payable to 'Register of Wills, Agent". Percent Taxable \ ~ X 16.667 Amount Subject to Tax $ 1 ~ 024.27 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate )( . 045 deduct a 5 percent discount on the tax due. Potential Tax Due Any Inheritance Tax due wi:Ll become delinquent $ 4 6 . 0 9 nine months after the date of death. PART TAXPAYER RESPONSE AIL-Ulit/~ TTi RESPO~i~J WILL RESULT IN AM OFFICIAL. TAX ASSESSMENT' A. I I/~he above information and tax due is correct. LLLddd 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 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 Inh~aritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above information is incorr~ect and/or debts and deductions were paid. Complete PART ~2 and/or PART I~ I below. PART If indicating a different tax rate, please state relationship to decedent: OFFICIAL USE ONLY ~ AAA 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 $ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due g $ 8 • - •-~- -~~,"~ L111C ~ ~, ~ ax computation) $ Under penalties of perjury, I declare that the facts I have a orted above are true, correct and compl~,ete to the bes of my knowledge and belief . ;.~ ~ CT =f ) • WORK C U f ) ~~ 1 PAYER SIGNA R ~ ~- TELEPHONE NUMBER AT lit~sis any DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTTCIN wun((-,r r,. r., PENNSYLVANIA INHERITANCE TAX ___ INFORMATION NOTICE .., . BUREAU OF INDIVIDUAL TAXES AND FILE NO. 21 -~Q -o087a Po sox 280601 TAXPAYER RESPONSE ACN 10145362 HARRISBURG PA 17128-0601 DATE 08-18-2010 REV-1543 EX AFP (OB-OB) TYPE OF ACCOUNT EST. OF GUST LEE ^ SAVINGS ~ , ~ SSN 172-18 -1751 ^ CHECKING w. -~ -- DATE OF DEATH 08 - 05 - 2010 ^ TRUST ~~`' ~ Cj~ ~,.._~' COUNTY CUMBERLAND ~ CERTIF. ~~' ~ ..... ~'~ REMIT PAYMENT AND FORMS T0: ' _ ~ t~:.' - _ ~ SUS7~1 ~iC?~-~ENNETT REGISTER OF WILLS +. ~ ` 70 SU~~::,LANE 1 COURTHOUSE SQUARE FR~ERI , ;.,, MD 21702 CARLISLE PA 17013 -~ „~ ~~ ; _~.~ 1.x..1 U ~ ~ , _ ~ va ~ cr.: ~ ~',' :~_.. ~ "= ~ ~ MEMBERS 1ST FCU provided the Department with the information below, which has been used i.n 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 :7i73 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 34251-41 Date 08-02-2004 To ensure proper credit to the account, two n~ Established copies of this notice must accompany Account Balance r-} ~~ $ 1 778.75 payment to the Register of Wills. Make check t, ' payable to "Register of Wills, Agent". Percent Taxable ,. X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $` 889.38 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 40.02 nine months after the date of death. PART TAXPAYER RESPONSE FAIi~UFtE TO RESPOND WILL RESULT IN 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 C H E C K a discount or avoid interest, or check box "A" and return this notice to the Re!~ister of 0 N E Mulls 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 information is incorrect and/or debts and deductions were paid. Complete PART 2^ and/or PART 3^ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ^ AA,~ 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 $ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ ~ 7. Tax Rate 7 X 7 8. Tax Due g $ 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION eMniiNT pern Under penalties of perjury, I declare that the facts I have reported above are true, correct and c~o~g/p~jl]eft~e Jt'o the best of my knowledge and belief. ~E ~jli ~ ~ ~, 1/, ~ ~,~ ~~ W O R K t ~ )-- r` ~-l.~ G AXPAYER SI AT RE TELEPHONE NUMBER D TE ~u~r.~ ~ui~er on pane 5 O7 IaX Computation) $